@aglyn/plugins-crm 1.0.0-beta.219 → 1.0.0-beta.220

package/src/lib/hooks/use-crm-campaigns.d.ts

@@ -1,4 +1,4 @@
-import { type HostCampaigns } from '@aglyn/tenant-feature-instance';
+import { type ContainerOptions } from '@aglyn/tenant-feature-instance';
 /**
  * THE CAMPAIGNS A CRM SURFACE OFFERS AND NAMES, at either level.
  *
@@ -17,5 +17,5 @@ export declare function useCrmCampaigns(scope: {
     orgId: string | null | undefined;
 }, options?: {
     enabled?: boolean;
-}): HostCampaigns;
+}): ContainerOptions;
 export default useCrmCampaigns;

package/src/lib/hooks/use-crm-campaigns.js

@@ -14,7 +14,7 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */ 'use client';
-import { useHostCampaigns, useOrgCampaigns } from "@aglyn/tenant-feature-instance";
+import { useSiteContainerOptions, useOrgContainerOptions } from "@aglyn/tenant-feature-instance";
 /**
  * THE CAMPAIGNS A CRM SURFACE OFFERS AND NAMES, at either level.
  *
@@ -31,10 +31,10 @@ import { useHostCampaigns, useOrgCampaigns } from "@aglyn/tenant-feature-instanc
     var _ref;
     const enabled = (_ref = options == null ? void 0 : options.enabled) != null ? _ref : false;
     const hostId = scope.hostId || null;
-    const site = useHostCampaigns(hostId != null ? hostId : undefined, {
+    const site = useSiteContainerOptions('campaign', hostId != null ? hostId : undefined, {
         enabled: enabled && Boolean(hostId)
     });
-    const org = useOrgCampaigns(scope.orgId, {
+    const org = useOrgContainerOptions('campaign', scope.orgId, {
         enabled: enabled && !hostId
     });
     return hostId ? site : org;

package/src/lib/hooks/use-crm-campaigns.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-crm-campaigns.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  useHostCampaigns,\n  useOrgCampaigns,\n  type HostCampaigns,\n} from '@aglyn/tenant-feature-instance'\n\n/**\n * THE CAMPAIGNS A CRM SURFACE OFFERS AND NAMES, at either level.\n *\n * Campaigns belong to the organization, and so do leads. Under a site the\n * list is the campaigns placed on that site — the ones its hub shows and\n * its captures file under. At the organization level (`hostId` null) it is\n * every campaign in the org, because the list there spans every site and a\n * lead from any of them may be filed under any campaign.\n *\n * Both hooks are called on every render, since a hook may not be called\n * conditionally; only the one for this level is enabled, so only one\n * listener opens.\n */\nexport function useCrmCampaigns(\n  scope: {\n    hostId: string | null | undefined\n    orgId: string | null | undefined\n  },\n  options?: { enabled?: boolean },\n): HostCampaigns {\n  const enabled = options?.enabled ?? false\n  const hostId = scope.hostId || null\n  const site = useHostCampaigns(hostId ?? undefined, {\n    enabled: enabled && Boolean(hostId),\n  })\n  const org = useOrgCampaigns(scope.orgId, {\n    enabled: enabled && !hostId,\n  })\n  return hostId ? site : org\n}\n\nexport default useCrmCampaigns\n"],"names":["useHostCampaigns","useOrgCampaigns","useCrmCampaigns","scope","options","enabled","hostId","site","undefined","Boolean","org","orgId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;AAEA,SACEA,gBAAgB,EAChBC,eAAe,QAEV,iCAAgC;AAEvC;;;;;;;;;;;;CAYC,GACD,OAAO,SAASC,gBACdC,KAGC,EACDC,OAA+B;;IAE/B,MAAMC,kBAAUD,2BAAAA,QAASC,OAAO,mBAAI;IACpC,MAAMC,SAASH,MAAMG,MAAM,IAAI;IAC/B,MAAMC,OAAOP,iBAAiBM,iBAAAA,SAAUE,WAAW;QACjDH,SAASA,WAAWI,QAAQH;IAC9B;IACA,MAAMI,MAAMT,gBAAgBE,MAAMQ,KAAK,EAAE;QACvCN,SAASA,WAAW,CAACC;IACvB;IACA,OAAOA,SAASC,OAAOG;AACzB;AAEA,eAAeR,gBAAe"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-crm-campaigns.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  useSiteContainerOptions,\n  useOrgContainerOptions,\n  type ContainerOptions,\n} from '@aglyn/tenant-feature-instance'\n\n/**\n * THE CAMPAIGNS A CRM SURFACE OFFERS AND NAMES, at either level.\n *\n * Campaigns belong to the organization, and so do leads. Under a site the\n * list is the campaigns placed on that site — the ones its hub shows and\n * its captures file under. At the organization level (`hostId` null) it is\n * every campaign in the org, because the list there spans every site and a\n * lead from any of them may be filed under any campaign.\n *\n * Both hooks are called on every render, since a hook may not be called\n * conditionally; only the one for this level is enabled, so only one\n * listener opens.\n */\nexport function useCrmCampaigns(\n  scope: {\n    hostId: string | null | undefined\n    orgId: string | null | undefined\n  },\n  options?: { enabled?: boolean },\n): ContainerOptions {\n  const enabled = options?.enabled ?? false\n  const hostId = scope.hostId || null\n  const site = useSiteContainerOptions('campaign', hostId ?? undefined, {\n    enabled: enabled && Boolean(hostId),\n  })\n  const org = useOrgContainerOptions('campaign', scope.orgId, {\n    enabled: enabled && !hostId,\n  })\n  return hostId ? site : org\n}\n\nexport default useCrmCampaigns\n"],"names":["useSiteContainerOptions","useOrgContainerOptions","useCrmCampaigns","scope","options","enabled","hostId","site","undefined","Boolean","org","orgId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;AAEA,SACEA,uBAAuB,EACvBC,sBAAsB,QAEjB,iCAAgC;AAEvC;;;;;;;;;;;;CAYC,GACD,OAAO,SAASC,gBACdC,KAGC,EACDC,OAA+B;;IAE/B,MAAMC,kBAAUD,2BAAAA,QAASC,OAAO,mBAAI;IACpC,MAAMC,SAASH,MAAMG,MAAM,IAAI;IAC/B,MAAMC,OAAOP,wBAAwB,YAAYM,iBAAAA,SAAUE,WAAW;QACpEH,SAASA,WAAWI,QAAQH;IAC9B;IACA,MAAMI,MAAMT,uBAAuB,YAAYE,MAAMQ,KAAK,EAAE;QAC1DN,SAASA,WAAW,CAACC;IACvB;IACA,OAAOA,SAASC,OAAOG;AACzB;AAEA,eAAeR,gBAAe"}

package/src/lib/model/campaign-filing-activity.d.ts

@@ -58,7 +58,7 @@ export declare function campaignFilingBody(action: CampaignFilingAction, campaig
 /**
  * The membership a save changed, as the entries it owes: one `filed` per
  * id the save added, one `removed` per id it dropped. Order-insensitive,
- * like `campaignMembershipUnchanged`; a reorder owes nothing.
+ * like `containerMembershipUnchanged`; a reorder owes nothing.
  */
 export declare function campaignFilingChanges(before: readonly string[], after: readonly string[]): {
     added: string[];

package/src/lib/model/campaign-filing-activity.js

@@ -50,7 +50,7 @@ import { BUNDLE_ID } from "../constants/bundle-common.js";
 /**
  * The membership a save changed, as the entries it owes: one `filed` per
  * id the save added, one `removed` per id it dropped. Order-insensitive,
- * like `campaignMembershipUnchanged`; a reorder owes nothing.
+ * like `containerMembershipUnchanged`; a reorder owes nothing.
  */ export function campaignFilingChanges(before, after) {
     return {
         added: after.filter((id)=>!before.includes(id)),

package/src/lib/model/campaign-filing-activity.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/campaign-filing-activity.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type { CrmActivity, CrmActivityLink, ScopeToken } from '@aglyn/aglyn'\nimport { BUNDLE_ID } from '../constants/bundle-common'\n\n/**\n * WHAT A FILING WRITES ON THE RECORD'S TIMELINE (AGL-3274).\n *\n * A lead or a contact filed under a campaign — from its own page, the bulk\n * bar, the New lead drawer, or by conversion carrying a lead's campaigns\n * onto the contact it became — showed nothing of it in Activity, so the\n * timeline read \"email sent\" with no line for the act that put the person\n * in the campaign in the first place. Every door now files one entry per\n * campaign changed, and this module is the one place their shape lives:\n * the client hook and the server helper both build the document here, so\n * an entry filed from the page and one filed by the conversion read alike.\n *\n * ## A `note`, not a kind of its own\n *\n * The timeline's kinds are what a PERSON logs — call, email, meeting, note\n * — and a filing is bookkeeping beside them, the way a sequence's \"Enrolled\n * in\" entry is. A `filing` kind would need its own label, glyph, report\n * column and a place in the log dialog where a member could log one by\n * hand, which is the one thing a filing must never be. So it is a note that\n * names its author (the member, or the conversion), carries the CRM's own\n * id as `sourcePluginId` the way a sequence's entries carry Outreach's, and\n * names the campaign twice: by name in the body, by id in `campaignId`.\n */\n\n/** The kind every filing entry is filed as. */\nexport const CAMPAIGN_FILING_ACTIVITY_KIND = 'note' as const\n\n/** What the entry says was done: put in the campaign, or taken out of it. */\nexport type CampaignFilingAction = 'filed' | 'removed'\n\n/** A campaign as a filing entry names it: the container's id and its name at the time. */\nexport interface CampaignFilingRef {\n  id: string\n  name: string\n}\n\n/**\n * The author a conversion's carry signs its entries with: nobody in the\n * room typed it, and \"A team member\" — the timeline's word for an\n * anonymous entry — would credit a person with what the conversion did.\n */\nexport const CAMPAIGN_FILING_CARRY_BY_NAME = 'Lead conversion'\n\n/** The one line of the entry, as the timeline shows it. */\nexport function campaignFilingBody(action: CampaignFilingAction, campaignName: string): string {\n  const name = campaignName.trim() || 'a campaign'\n  return action === 'filed' ? `Filed under ${name}` : `Removed from ${name}`\n}\n\n/**\n * The membership a save changed, as the entries it owes: one `filed` per\n * id the save added, one `removed` per id it dropped. Order-insensitive,\n * like `campaignMembershipUnchanged`; a reorder owes nothing.\n */\nexport function campaignFilingChanges(\n  before: readonly string[],\n  after: readonly string[],\n): { added: string[]; removed: string[] } {\n  return {\n    added: after.filter((id) => !before.includes(id)),\n    removed: before.filter((id) => !after.includes(id)),\n  }\n}\n\nexport interface CampaignFilingActivityInput {\n  action: CampaignFilingAction\n  campaign: CampaignFilingRef\n  link: CrmActivityLink\n  /** The site the entry carries as provenance — the lead's site, the contact's viewing site. */\n  hostId: string\n  visibleTo: readonly ScopeToken[]\n  /** When it happened, epoch ms. */\n  atMs: number\n  /** The member who did it, or `''` for the conversion. */\n  byUid: string\n  /** The member's name as it read, or the carry's fixed author; absent rather than blank. */\n  byName?: string | null\n}\n\n/** The document a filing entry is stored as, minus the timestamps the writer stamps. */\nexport function buildCampaignFilingActivity(input: CampaignFilingActivityInput): CrmActivity {\n  const byName = String(input.byName ?? '').trim()\n  return {\n    kind: CAMPAIGN_FILING_ACTIVITY_KIND,\n    body: campaignFilingBody(input.action, input.campaign.name),\n    atMs: input.atMs,\n    byUid: input.byUid,\n    ...(byName ? { byName } : {}),\n    ...(input.link.contactId ? { contactId: input.link.contactId } : {}),\n    ...(input.link.companyId ? { companyId: input.link.companyId } : {}),\n    ...(input.link.dealId ? { dealId: input.link.dealId } : {}),\n    ...(input.link.leadId ? { leadId: input.link.leadId } : {}),\n    hostId: input.hostId,\n    visibleTo: [...input.visibleTo],\n    sourcePluginId: BUNDLE_ID,\n    campaignId: input.campaign.id,\n  }\n}\n"],"names":["BUNDLE_ID","CAMPAIGN_FILING_ACTIVITY_KIND","CAMPAIGN_FILING_CARRY_BY_NAME","campaignFilingBody","action","campaignName","name","trim","campaignFilingChanges","before","after","added","filter","id","includes","removed","buildCampaignFilingActivity","input","byName","String","kind","body","campaign","atMs","byUid","link","contactId","companyId","dealId","leadId","hostId","visibleTo","sourcePluginId","campaignId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC;AAGD,SAASA,SAAS,QAAQ,gCAA4B;AAEtD;;;;;;;;;;;;;;;;;;;;;;CAsBC,GAED,6CAA6C,GAC7C,OAAO,MAAMC,gCAAgC,OAAe;AAW5D;;;;CAIC,GACD,OAAO,MAAMC,gCAAgC,kBAAiB;AAE9D,yDAAyD,GACzD,OAAO,SAASC,mBAAmBC,MAA4B,EAAEC,YAAoB;IACnF,MAAMC,OAAOD,aAAaE,IAAI,MAAM;IACpC,OAAOH,WAAW,UAAU,CAAC,YAAY,EAAEE,MAAM,GAAG,CAAC,aAAa,EAAEA,MAAM;AAC5E;AAEA;;;;CAIC,GACD,OAAO,SAASE,sBACdC,MAAyB,EACzBC,KAAwB;IAExB,OAAO;QACLC,OAAOD,MAAME,MAAM,CAAC,CAACC,KAAO,CAACJ,OAAOK,QAAQ,CAACD;QAC7CE,SAASN,OAAOG,MAAM,CAAC,CAACC,KAAO,CAACH,MAAMI,QAAQ,CAACD;IACjD;AACF;AAiBA,sFAAsF,GACtF,OAAO,SAASG,4BAA4BC,KAAkC;QACtDA;IAAtB,MAAMC,SAASC,QAAOF,gBAAAA,MAAMC,MAAM,YAAZD,gBAAgB,IAAIV,IAAI;IAC9C,OAAO;QACLa,MAAMnB;QACNoB,MAAMlB,mBAAmBc,MAAMb,MAAM,EAAEa,MAAMK,QAAQ,CAAChB,IAAI;QAC1DiB,MAAMN,MAAMM,IAAI;QAChBC,OAAOP,MAAMO,KAAK;OACdN,SAAS;QAAEA;IAAO,IAAI,CAAC,GACvBD,MAAMQ,IAAI,CAACC,SAAS,GAAG;QAAEA,WAAWT,MAAMQ,IAAI,CAACC,SAAS;IAAC,IAAI,CAAC,GAC9DT,MAAMQ,IAAI,CAACE,SAAS,GAAG;QAAEA,WAAWV,MAAMQ,IAAI,CAACE,SAAS;IAAC,IAAI,CAAC,GAC9DV,MAAMQ,IAAI,CAACG,MAAM,GAAG;QAAEA,QAAQX,MAAMQ,IAAI,CAACG,MAAM;IAAC,IAAI,CAAC,GACrDX,MAAMQ,IAAI,CAACI,MAAM,GAAG;QAAEA,QAAQZ,MAAMQ,IAAI,CAACI,MAAM;IAAC,IAAI,CAAC;QACzDC,QAAQb,MAAMa,MAAM;QACpBC,WAAW;eAAId,MAAMc,SAAS;SAAC;QAC/BC,gBAAgBhC;QAChBiC,YAAYhB,MAAMK,QAAQ,CAACT,EAAE;;AAEjC"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/campaign-filing-activity.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type { CrmActivity, CrmActivityLink, ScopeToken } from '@aglyn/aglyn'\nimport { BUNDLE_ID } from '../constants/bundle-common'\n\n/**\n * WHAT A FILING WRITES ON THE RECORD'S TIMELINE (AGL-3274).\n *\n * A lead or a contact filed under a campaign — from its own page, the bulk\n * bar, the New lead drawer, or by conversion carrying a lead's campaigns\n * onto the contact it became — showed nothing of it in Activity, so the\n * timeline read \"email sent\" with no line for the act that put the person\n * in the campaign in the first place. Every door now files one entry per\n * campaign changed, and this module is the one place their shape lives:\n * the client hook and the server helper both build the document here, so\n * an entry filed from the page and one filed by the conversion read alike.\n *\n * ## A `note`, not a kind of its own\n *\n * The timeline's kinds are what a PERSON logs — call, email, meeting, note\n * — and a filing is bookkeeping beside them, the way a sequence's \"Enrolled\n * in\" entry is. A `filing` kind would need its own label, glyph, report\n * column and a place in the log dialog where a member could log one by\n * hand, which is the one thing a filing must never be. So it is a note that\n * names its author (the member, or the conversion), carries the CRM's own\n * id as `sourcePluginId` the way a sequence's entries carry Outreach's, and\n * names the campaign twice: by name in the body, by id in `campaignId`.\n */\n\n/** The kind every filing entry is filed as. */\nexport const CAMPAIGN_FILING_ACTIVITY_KIND = 'note' as const\n\n/** What the entry says was done: put in the campaign, or taken out of it. */\nexport type CampaignFilingAction = 'filed' | 'removed'\n\n/** A campaign as a filing entry names it: the container's id and its name at the time. */\nexport interface CampaignFilingRef {\n  id: string\n  name: string\n}\n\n/**\n * The author a conversion's carry signs its entries with: nobody in the\n * room typed it, and \"A team member\" — the timeline's word for an\n * anonymous entry — would credit a person with what the conversion did.\n */\nexport const CAMPAIGN_FILING_CARRY_BY_NAME = 'Lead conversion'\n\n/** The one line of the entry, as the timeline shows it. */\nexport function campaignFilingBody(action: CampaignFilingAction, campaignName: string): string {\n  const name = campaignName.trim() || 'a campaign'\n  return action === 'filed' ? `Filed under ${name}` : `Removed from ${name}`\n}\n\n/**\n * The membership a save changed, as the entries it owes: one `filed` per\n * id the save added, one `removed` per id it dropped. Order-insensitive,\n * like `containerMembershipUnchanged`; a reorder owes nothing.\n */\nexport function campaignFilingChanges(\n  before: readonly string[],\n  after: readonly string[],\n): { added: string[]; removed: string[] } {\n  return {\n    added: after.filter((id) => !before.includes(id)),\n    removed: before.filter((id) => !after.includes(id)),\n  }\n}\n\nexport interface CampaignFilingActivityInput {\n  action: CampaignFilingAction\n  campaign: CampaignFilingRef\n  link: CrmActivityLink\n  /** The site the entry carries as provenance — the lead's site, the contact's viewing site. */\n  hostId: string\n  visibleTo: readonly ScopeToken[]\n  /** When it happened, epoch ms. */\n  atMs: number\n  /** The member who did it, or `''` for the conversion. */\n  byUid: string\n  /** The member's name as it read, or the carry's fixed author; absent rather than blank. */\n  byName?: string | null\n}\n\n/** The document a filing entry is stored as, minus the timestamps the writer stamps. */\nexport function buildCampaignFilingActivity(input: CampaignFilingActivityInput): CrmActivity {\n  const byName = String(input.byName ?? '').trim()\n  return {\n    kind: CAMPAIGN_FILING_ACTIVITY_KIND,\n    body: campaignFilingBody(input.action, input.campaign.name),\n    atMs: input.atMs,\n    byUid: input.byUid,\n    ...(byName ? { byName } : {}),\n    ...(input.link.contactId ? { contactId: input.link.contactId } : {}),\n    ...(input.link.companyId ? { companyId: input.link.companyId } : {}),\n    ...(input.link.dealId ? { dealId: input.link.dealId } : {}),\n    ...(input.link.leadId ? { leadId: input.link.leadId } : {}),\n    hostId: input.hostId,\n    visibleTo: [...input.visibleTo],\n    sourcePluginId: BUNDLE_ID,\n    campaignId: input.campaign.id,\n  }\n}\n"],"names":["BUNDLE_ID","CAMPAIGN_FILING_ACTIVITY_KIND","CAMPAIGN_FILING_CARRY_BY_NAME","campaignFilingBody","action","campaignName","name","trim","campaignFilingChanges","before","after","added","filter","id","includes","removed","buildCampaignFilingActivity","input","byName","String","kind","body","campaign","atMs","byUid","link","contactId","companyId","dealId","leadId","hostId","visibleTo","sourcePluginId","campaignId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC;AAGD,SAASA,SAAS,QAAQ,gCAA4B;AAEtD;;;;;;;;;;;;;;;;;;;;;;CAsBC,GAED,6CAA6C,GAC7C,OAAO,MAAMC,gCAAgC,OAAe;AAW5D;;;;CAIC,GACD,OAAO,MAAMC,gCAAgC,kBAAiB;AAE9D,yDAAyD,GACzD,OAAO,SAASC,mBAAmBC,MAA4B,EAAEC,YAAoB;IACnF,MAAMC,OAAOD,aAAaE,IAAI,MAAM;IACpC,OAAOH,WAAW,UAAU,CAAC,YAAY,EAAEE,MAAM,GAAG,CAAC,aAAa,EAAEA,MAAM;AAC5E;AAEA;;;;CAIC,GACD,OAAO,SAASE,sBACdC,MAAyB,EACzBC,KAAwB;IAExB,OAAO;QACLC,OAAOD,MAAME,MAAM,CAAC,CAACC,KAAO,CAACJ,OAAOK,QAAQ,CAACD;QAC7CE,SAASN,OAAOG,MAAM,CAAC,CAACC,KAAO,CAACH,MAAMI,QAAQ,CAACD;IACjD;AACF;AAiBA,sFAAsF,GACtF,OAAO,SAASG,4BAA4BC,KAAkC;QACtDA;IAAtB,MAAMC,SAASC,QAAOF,gBAAAA,MAAMC,MAAM,YAAZD,gBAAgB,IAAIV,IAAI;IAC9C,OAAO;QACLa,MAAMnB;QACNoB,MAAMlB,mBAAmBc,MAAMb,MAAM,EAAEa,MAAMK,QAAQ,CAAChB,IAAI;QAC1DiB,MAAMN,MAAMM,IAAI;QAChBC,OAAOP,MAAMO,KAAK;OACdN,SAAS;QAAEA;IAAO,IAAI,CAAC,GACvBD,MAAMQ,IAAI,CAACC,SAAS,GAAG;QAAEA,WAAWT,MAAMQ,IAAI,CAACC,SAAS;IAAC,IAAI,CAAC,GAC9DT,MAAMQ,IAAI,CAACE,SAAS,GAAG;QAAEA,WAAWV,MAAMQ,IAAI,CAACE,SAAS;IAAC,IAAI,CAAC,GAC9DV,MAAMQ,IAAI,CAACG,MAAM,GAAG;QAAEA,QAAQX,MAAMQ,IAAI,CAACG,MAAM;IAAC,IAAI,CAAC,GACrDX,MAAMQ,IAAI,CAACI,MAAM,GAAG;QAAEA,QAAQZ,MAAMQ,IAAI,CAACI,MAAM;IAAC,IAAI,CAAC;QACzDC,QAAQb,MAAMa,MAAM;QACpBC,WAAW;eAAId,MAAMc,SAAS;SAAC;QAC/BC,gBAAgBhC;QAChBiC,YAAYhB,MAAMK,QAAQ,CAACT,EAAE;;AAEjC"}

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

@@ -37,7 +37,7 @@ import { crmShareChipFor } from "./crm-sharing.js";
         interactions: Aglyn.interactionsForGroup(facet.interactions, group.hostIds),
         tags: (_facet_tags = facet.tags) != null ? _facet_tags : [],
         notes: (_facet_notes = facet.notes) != null ? _facet_notes : '',
-        campaignIds: Aglyn.readContactCampaignIds(row, group.groupId),
+        campaignIds: Aglyn.readContactContainerIds(row, group.groupId, 'campaign'),
         ltvCents: (_facet_ltvCents = facet.ltvCents) != null ? _facet_ltvCents : 0,
         ordersCount: (_facet_ordersCount = facet.ordersCount) != null ? _facet_ordersCount : 0,
         phone: (_facet_phone = facet.phone) != null ? _facet_phone : '',

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/contact-record.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { type CrmShareChip, crmShareChipFor } from './crm-sharing'\nimport type {\n  AglynPostalAddress,\n  ConsentGroup,\n  ContactInteraction,\n  ContactLifecycleStage,\n  ContactSource,\n} from '@aglyn/aglyn'\n\n/**\n * One contact, as the VIEWING GROUP may see it (AGL-2596).\n *\n * A contact document is shared by every site in the org, and almost nothing\n * on it is legitimately shared: the notes, tags, timeline, profile and\n * commercial figures are the holder's own records and live in that holder's\n * facet. This is the row after the facet read — flat, so the list, the\n * record page and the export can render fields by name without any of them\n * reaching into `facets.{groupId}` for itself. One projection rather than a\n * facet read at every field is what keeps a surface from ever showing\n * another holder's records: there is no field on this shape that came from\n * the top of the document except the two that ARE shared, the address and\n * the canonical name.\n */\nexport interface ContactRecord {\n  $id: string\n  /**\n   * The facet this row was flattened through — the viewing group under a\n   * site, the person's primary holder at the org level (AGL-2630). A write\n   * that edits the row goes back to the same facet, so a surface that has\n   * only the flat record can still address the holder's own fields.\n   */\n  groupId: string\n  /**\n   * A site of that holder's group — the viewing site under a site, and at\n   * the organization level the site the primary holder was resolved from —\n   * which is where a stage move for this row is made and announced. `''` for\n   * a row no site holds.\n   */\n  holderHostId: string\n  /** Every site that has captured this person, sorted — the org-level \"Known by\". */\n  capturedByHostIds: string[]\n  /** The shared identity and the dedupe key. */\n  email: string\n  /** The other addresses a merge folded into this record (AGL-2625). */\n  alternateEmails: string[]\n  /** What THIS holder sees — their own override, or the canonical name. */\n  name: string\n  /** The canonical name: the identity of last resort, shared by every holder. */\n  canonicalName: string\n  /** This holder's own name for the person, when they have set one. */\n  nameOverride: string\n  sources: Partial<Record<ContactSource, true>>\n  /** This holder's timeline, narrowed to the sites the group covers. */\n  interactions: ContactInteraction[]\n  tags: string[]\n  notes: string\n  campaignIds: string[]\n  ltvCents: number\n  ordersCount: number\n  phone: string\n  jobTitle: string\n  /** This holder's lead source label (AGL-3298), `''` for none. */\n  leadSource: string\n  companyName: string\n  companyId: string\n  /**\n   * What linking this person to a company has to know — this holder's link,\n   * the shared mirror and the other holders' ids — so the properties card\n   * and the bulk bar can plan a link from the row without the document. Not\n   * a display field: the mirror is an index every reader of the document\n   * already holds, and nothing renders it.\n   */\n  companyLink: Aglyn.ContactCompanyLinkState\n  address: AglynPostalAddress | null\n  /** This holder's custom field values, keyed by definition key (AGL-2601). */\n  custom?: Record<string, Aglyn.ContactCustomValue>\n  /** This holder's attached org-library files, by media id (AGL-2662). */\n  mediaIds?: string[]\n  ownerUid: string\n  /** Empty when the holder has not placed the person in the funnel. */\n  lifecycleStage: ContactLifecycleStage | ''\n  /**\n   * When the person last opened or clicked one of this holder's campaigns\n   * (AGL-2616), or `null` when they never have since the stamp shipped.\n   */\n  lastEmailEngagementAtMs: number | null\n  /**\n   * When the earliest open task against this person is due (AGL-2661), or\n   * `null` when nothing is scheduled. SHARED, not the holder's: a task is\n   * filed against the contact document, and every holder reading the row\n   * sees the same next step.\n   */\n  nextTaskAtMs: number | null\n  /**\n   * The last verdict on the address (AGL-3245) — bounced, blocked,\n   * unsubscribed, do-not-contact — or `null` when nothing is known. SHARED\n   * like the address it is about.\n   */\n  emailState: Aglyn.EmailState | null\n  /**\n   * Why the viewing group sees this person when the answer is a share\n   * (AGL-3336) — `null` when it holds them, and at the organization level.\n   */\n  shareChip?: CrmShareChip | null\n  createdAt?: unknown\n  updatedAt?: unknown\n}\n\n/*\n * Which holder a cross-site reader sees one contact through (AGL-2630) —\n * `contact-holder.ts`, shared with the server's whole-collection export so\n * the file and the organization-level list flatten a contact one way.\n */\nexport { contactPrimaryGroup, NO_HOLDER_GROUP } from './contact-holder'\n\n/** A document off the wire, flattened through one group's facet. */\nexport function contactRecordFromDoc(\n  row: Record<string, any>,\n  group: ConsentGroup,\n): ContactRecord {\n  const facet = Aglyn.readContactFacet(row, group.groupId)\n  return {\n    $id: String(row['$id'] ?? ''),\n    groupId: group.groupId,\n    holderHostId: group.hostId,\n    capturedByHostIds: Aglyn.contactCaptureHostIds(row),\n    email: typeof row['email'] === 'string' ? row['email'] : '',\n    alternateEmails: Array.isArray(row[Aglyn.CONTACT_ALTERNATE_EMAILS_FIELD])\n      ? (row[Aglyn.CONTACT_ALTERNATE_EMAILS_FIELD] as unknown[]).filter(\n          (email): email is string => typeof email === 'string',\n        )\n      : [],\n    name: Aglyn.contactDisplayName(row, group.groupId),\n    canonicalName: typeof row['name'] === 'string' ? row['name'] : '',\n    nameOverride: facet.name ?? '',\n    sources: facet.sources,\n    interactions: Aglyn.interactionsForGroup(facet.interactions, group.hostIds),\n    tags: facet.tags ?? [],\n    notes: facet.notes ?? '',\n    campaignIds: Aglyn.readContactCampaignIds(row, group.groupId),\n    ltvCents: facet.ltvCents ?? 0,\n    ordersCount: facet.ordersCount ?? 0,\n    phone: facet.phone ?? '',\n    jobTitle: facet.jobTitle ?? '',\n    leadSource: facet.leadSource ?? '',\n    companyName: facet.companyName ?? '',\n    companyId: facet.companyId ?? '',\n    companyLink: Aglyn.readContactCompanyLink(row, group.groupId),\n    address: facet.address ?? null,\n    custom: facet.custom ?? {},\n    mediaIds: facet.mediaIds ?? [],\n    ownerUid: facet.ownerUid ?? '',\n    lifecycleStage: Aglyn.isContactLifecycleStage(facet.lifecycleStage)\n      ? facet.lifecycleStage\n      : '',\n    lastEmailEngagementAtMs:\n      typeof facet.lastEmailEngagementAtMs === 'number' &&\n      Number.isFinite(facet.lastEmailEngagementAtMs) &&\n      facet.lastEmailEngagementAtMs > 0\n        ? facet.lastEmailEngagementAtMs\n        : null,\n    nextTaskAtMs: Aglyn.readNextTaskAtMs(row as { nextTaskAtMs?: unknown }),\n    emailState: Aglyn.readEmailState(row),\n    shareChip: crmShareChipFor(row, group.hostIds),\n    createdAt: row['createdAt'],\n    updatedAt: row['updatedAt'],\n  }\n}\n\n/**\n * Tags as typed — comma-separated — into the shape the facet stores:\n * lower-cased, trimmed, deduplicated and capped, so a tag typed on the\n * record page and one typed in the create drawer are the same tag to the\n * segment filter that matches on them.\n */\nexport function parseContactTags(input: string): string[] {\n  return [\n    ...new Set(\n      input\n        .split(',')\n        .map((tag) => tag.trim().toLowerCase().slice(0, 40))\n        .filter(Boolean)\n        .slice(0, 20),\n    ),\n  ]\n}\n"],"names":["Aglyn","crmShareChipFor","contactPrimaryGroup","NO_HOLDER_GROUP","contactRecordFromDoc","row","group","facet","readContactFacet","groupId","$id","String","holderHostId","hostId","capturedByHostIds","contactCaptureHostIds","email","alternateEmails","Array","isArray","CONTACT_ALTERNATE_EMAILS_FIELD","filter","name","contactDisplayName","canonicalName","nameOverride","sources","interactions","interactionsForGroup","hostIds","tags","notes","campaignIds","readContactCampaignIds","ltvCents","ordersCount","phone","jobTitle","leadSource","companyName","companyId","companyLink","readContactCompanyLink","address","custom","mediaIds","ownerUid","lifecycleStage","isContactLifecycleStage","lastEmailEngagementAtMs","Number","isFinite","nextTaskAtMs","readNextTaskAtMs","emailState","readEmailState","shareChip","createdAt","updatedAt","parseContactTags","input","Set","split","map","tag","trim","toLowerCase","slice","Boolean"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,YAAYA,WAAW,eAAc;AACrC,SAA4BC,eAAe,QAAQ,mBAAe;AA4GlE;;;;CAIC,GACD,SAASC,mBAAmB,EAAEC,eAAe,QAAQ,sBAAkB;AAEvE,kEAAkE,GAClE,OAAO,SAASC,qBACdC,GAAwB,EACxBC,KAAmB;QAILD,UAYEE,aAGRA,aACCA,cAEGA,iBACGA,oBACNA,cACGA,iBACEA,mBACCA,oBACFA,kBAEFA,gBACDA,eACEA,iBACAA;IA/BZ,MAAMA,QAAQP,MAAMQ,gBAAgB,CAACH,KAAKC,MAAMG,OAAO;IACvD,OAAO;QACLC,KAAKC,QAAON,WAAAA,GAAG,CAAC,MAAM,YAAVA,WAAc;QAC1BI,SAASH,MAAMG,OAAO;QACtBG,cAAcN,MAAMO,MAAM;QAC1BC,mBAAmBd,MAAMe,qBAAqB,CAACV;QAC/CW,OAAO,OAAOX,GAAG,CAAC,QAAQ,KAAK,WAAWA,GAAG,CAAC,QAAQ,GAAG;QACzDY,iBAAiBC,MAAMC,OAAO,CAACd,GAAG,CAACL,MAAMoB,8BAA8B,CAAC,IACpE,AAACf,GAAG,CAACL,MAAMoB,8BAA8B,CAAC,CAAeC,MAAM,CAC7D,CAACL,QAA2B,OAAOA,UAAU,YAE/C,EAAE;QACNM,MAAMtB,MAAMuB,kBAAkB,CAAClB,KAAKC,MAAMG,OAAO;QACjDe,eAAe,OAAOnB,GAAG,CAAC,OAAO,KAAK,WAAWA,GAAG,CAAC,OAAO,GAAG;QAC/DoB,YAAY,GAAElB,cAAAA,MAAMe,IAAI,YAAVf,cAAc;QAC5BmB,SAASnB,MAAMmB,OAAO;QACtBC,cAAc3B,MAAM4B,oBAAoB,CAACrB,MAAMoB,YAAY,EAAErB,MAAMuB,OAAO;QAC1EC,IAAI,GAAEvB,cAAAA,MAAMuB,IAAI,YAAVvB,cAAc,EAAE;QACtBwB,KAAK,GAAExB,eAAAA,MAAMwB,KAAK,YAAXxB,eAAe;QACtByB,aAAahC,MAAMiC,sBAAsB,CAAC5B,KAAKC,MAAMG,OAAO;QAC5DyB,QAAQ,GAAE3B,kBAAAA,MAAM2B,QAAQ,YAAd3B,kBAAkB;QAC5B4B,WAAW,GAAE5B,qBAAAA,MAAM4B,WAAW,YAAjB5B,qBAAqB;QAClC6B,KAAK,GAAE7B,eAAAA,MAAM6B,KAAK,YAAX7B,eAAe;QACtB8B,QAAQ,GAAE9B,kBAAAA,MAAM8B,QAAQ,YAAd9B,kBAAkB;QAC5B+B,UAAU,GAAE/B,oBAAAA,MAAM+B,UAAU,YAAhB/B,oBAAoB;QAChCgC,WAAW,GAAEhC,qBAAAA,MAAMgC,WAAW,YAAjBhC,qBAAqB;QAClCiC,SAAS,GAAEjC,mBAAAA,MAAMiC,SAAS,YAAfjC,mBAAmB;QAC9BkC,aAAazC,MAAM0C,sBAAsB,CAACrC,KAAKC,MAAMG,OAAO;QAC5DkC,OAAO,GAAEpC,iBAAAA,MAAMoC,OAAO,YAAbpC,iBAAiB;QAC1BqC,MAAM,GAAErC,gBAAAA,MAAMqC,MAAM,YAAZrC,gBAAgB,CAAC;QACzBsC,QAAQ,GAAEtC,kBAAAA,MAAMsC,QAAQ,YAAdtC,kBAAkB,EAAE;QAC9BuC,QAAQ,GAAEvC,kBAAAA,MAAMuC,QAAQ,YAAdvC,kBAAkB;QAC5BwC,gBAAgB/C,MAAMgD,uBAAuB,CAACzC,MAAMwC,cAAc,IAC9DxC,MAAMwC,cAAc,GACpB;QACJE,yBACE,OAAO1C,MAAM0C,uBAAuB,KAAK,YACzCC,OAAOC,QAAQ,CAAC5C,MAAM0C,uBAAuB,KAC7C1C,MAAM0C,uBAAuB,GAAG,IAC5B1C,MAAM0C,uBAAuB,GAC7B;QACNG,cAAcpD,MAAMqD,gBAAgB,CAAChD;QACrCiD,YAAYtD,MAAMuD,cAAc,CAAClD;QACjCmD,WAAWvD,gBAAgBI,KAAKC,MAAMuB,OAAO;QAC7C4B,WAAWpD,GAAG,CAAC,YAAY;QAC3BqD,WAAWrD,GAAG,CAAC,YAAY;IAC7B;AACF;AAEA;;;;;CAKC,GACD,OAAO,SAASsD,iBAAiBC,KAAa;IAC5C,OAAO;WACF,IAAIC,IACLD,MACGE,KAAK,CAAC,KACNC,GAAG,CAAC,CAACC,MAAQA,IAAIC,IAAI,GAAGC,WAAW,GAAGC,KAAK,CAAC,GAAG,KAC/C9C,MAAM,CAAC+C,SACPD,KAAK,CAAC,GAAG;KAEf;AACH"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/contact-record.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { type CrmShareChip, crmShareChipFor } from './crm-sharing'\nimport type {\n  AglynPostalAddress,\n  ConsentGroup,\n  ContactInteraction,\n  ContactLifecycleStage,\n  ContactSource,\n} from '@aglyn/aglyn'\n\n/**\n * One contact, as the VIEWING GROUP may see it (AGL-2596).\n *\n * A contact document is shared by every site in the org, and almost nothing\n * on it is legitimately shared: the notes, tags, timeline, profile and\n * commercial figures are the holder's own records and live in that holder's\n * facet. This is the row after the facet read — flat, so the list, the\n * record page and the export can render fields by name without any of them\n * reaching into `facets.{groupId}` for itself. One projection rather than a\n * facet read at every field is what keeps a surface from ever showing\n * another holder's records: there is no field on this shape that came from\n * the top of the document except the two that ARE shared, the address and\n * the canonical name.\n */\nexport interface ContactRecord {\n  $id: string\n  /**\n   * The facet this row was flattened through — the viewing group under a\n   * site, the person's primary holder at the org level (AGL-2630). A write\n   * that edits the row goes back to the same facet, so a surface that has\n   * only the flat record can still address the holder's own fields.\n   */\n  groupId: string\n  /**\n   * A site of that holder's group — the viewing site under a site, and at\n   * the organization level the site the primary holder was resolved from —\n   * which is where a stage move for this row is made and announced. `''` for\n   * a row no site holds.\n   */\n  holderHostId: string\n  /** Every site that has captured this person, sorted — the org-level \"Known by\". */\n  capturedByHostIds: string[]\n  /** The shared identity and the dedupe key. */\n  email: string\n  /** The other addresses a merge folded into this record (AGL-2625). */\n  alternateEmails: string[]\n  /** What THIS holder sees — their own override, or the canonical name. */\n  name: string\n  /** The canonical name: the identity of last resort, shared by every holder. */\n  canonicalName: string\n  /** This holder's own name for the person, when they have set one. */\n  nameOverride: string\n  sources: Partial<Record<ContactSource, true>>\n  /** This holder's timeline, narrowed to the sites the group covers. */\n  interactions: ContactInteraction[]\n  tags: string[]\n  notes: string\n  campaignIds: string[]\n  ltvCents: number\n  ordersCount: number\n  phone: string\n  jobTitle: string\n  /** This holder's lead source label (AGL-3298), `''` for none. */\n  leadSource: string\n  companyName: string\n  companyId: string\n  /**\n   * What linking this person to a company has to know — this holder's link,\n   * the shared mirror and the other holders' ids — so the properties card\n   * and the bulk bar can plan a link from the row without the document. Not\n   * a display field: the mirror is an index every reader of the document\n   * already holds, and nothing renders it.\n   */\n  companyLink: Aglyn.ContactCompanyLinkState\n  address: AglynPostalAddress | null\n  /** This holder's custom field values, keyed by definition key (AGL-2601). */\n  custom?: Record<string, Aglyn.ContactCustomValue>\n  /** This holder's attached org-library files, by media id (AGL-2662). */\n  mediaIds?: string[]\n  ownerUid: string\n  /** Empty when the holder has not placed the person in the funnel. */\n  lifecycleStage: ContactLifecycleStage | ''\n  /**\n   * When the person last opened or clicked one of this holder's campaigns\n   * (AGL-2616), or `null` when they never have since the stamp shipped.\n   */\n  lastEmailEngagementAtMs: number | null\n  /**\n   * When the earliest open task against this person is due (AGL-2661), or\n   * `null` when nothing is scheduled. SHARED, not the holder's: a task is\n   * filed against the contact document, and every holder reading the row\n   * sees the same next step.\n   */\n  nextTaskAtMs: number | null\n  /**\n   * The last verdict on the address (AGL-3245) — bounced, blocked,\n   * unsubscribed, do-not-contact — or `null` when nothing is known. SHARED\n   * like the address it is about.\n   */\n  emailState: Aglyn.EmailState | null\n  /**\n   * Why the viewing group sees this person when the answer is a share\n   * (AGL-3336) — `null` when it holds them, and at the organization level.\n   */\n  shareChip?: CrmShareChip | null\n  createdAt?: unknown\n  updatedAt?: unknown\n}\n\n/*\n * Which holder a cross-site reader sees one contact through (AGL-2630) —\n * `contact-holder.ts`, shared with the server's whole-collection export so\n * the file and the organization-level list flatten a contact one way.\n */\nexport { contactPrimaryGroup, NO_HOLDER_GROUP } from './contact-holder'\n\n/** A document off the wire, flattened through one group's facet. */\nexport function contactRecordFromDoc(\n  row: Record<string, any>,\n  group: ConsentGroup,\n): ContactRecord {\n  const facet = Aglyn.readContactFacet(row, group.groupId)\n  return {\n    $id: String(row['$id'] ?? ''),\n    groupId: group.groupId,\n    holderHostId: group.hostId,\n    capturedByHostIds: Aglyn.contactCaptureHostIds(row),\n    email: typeof row['email'] === 'string' ? row['email'] : '',\n    alternateEmails: Array.isArray(row[Aglyn.CONTACT_ALTERNATE_EMAILS_FIELD])\n      ? (row[Aglyn.CONTACT_ALTERNATE_EMAILS_FIELD] as unknown[]).filter(\n          (email): email is string => typeof email === 'string',\n        )\n      : [],\n    name: Aglyn.contactDisplayName(row, group.groupId),\n    canonicalName: typeof row['name'] === 'string' ? row['name'] : '',\n    nameOverride: facet.name ?? '',\n    sources: facet.sources,\n    interactions: Aglyn.interactionsForGroup(facet.interactions, group.hostIds),\n    tags: facet.tags ?? [],\n    notes: facet.notes ?? '',\n    campaignIds: Aglyn.readContactContainerIds(row, group.groupId, 'campaign'),\n    ltvCents: facet.ltvCents ?? 0,\n    ordersCount: facet.ordersCount ?? 0,\n    phone: facet.phone ?? '',\n    jobTitle: facet.jobTitle ?? '',\n    leadSource: facet.leadSource ?? '',\n    companyName: facet.companyName ?? '',\n    companyId: facet.companyId ?? '',\n    companyLink: Aglyn.readContactCompanyLink(row, group.groupId),\n    address: facet.address ?? null,\n    custom: facet.custom ?? {},\n    mediaIds: facet.mediaIds ?? [],\n    ownerUid: facet.ownerUid ?? 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package/src/lib/model/crm-digest.d.ts

@@ -26,6 +26,15 @@ import { type CrmLeadFields, type CrmTask } from '@aglyn/aglyn/app-utils/crm';
  * notification's job, not this one's.
  */
 export declare const CRM_DIGEST_DEFAULT_TIME_ZONE = "America/Chicago";
+/**
+ * The zone the digest's "today" is drawn in, and the zone every CRM mail
+ * and notification prints a task's time in.
+ *
+ * `CRM_DIGEST_TIME_ZONE` overrides the default for a self-hosted console
+ * whose team wakes up elsewhere; a value `Intl` does not know falls back to
+ * the default with a warning rather than throwing the whole run away.
+ */
+export declare function digestTimeZone(env?: NodeJS.ProcessEnv): string;
 /** How long a `new` lead may sit untouched before the digest names it. */
 export declare const CRM_DIGEST_LEAD_AGE_MS: number;
 /**
@@ -86,12 +95,19 @@ export interface CrmDigestCounts {
     overdue: number;
     today: number;
     leads: number;
+    /**
+     * The member's leads automated email is reaching (AGL-3446) — open, but
+     * not owed, so a figure the email states and never a reason to send one.
+     */
+    nurturing: number;
 }
 /** One member's morning. */
 export interface CrmMemberDigest {
     overdue: CrmDigestTask[];
     today: CrmDigestTask[];
     leads: CrmDigestLead[];
+    /** Leads in `nurturing`, by the same owner-or-site rule as `leads`. */
+    nurturing: CrmDigestLead[];
 }
 /**
  * Where a due task stands against the digest's window. Only tasks due
@@ -107,6 +123,15 @@ export declare function crmDigestTaskState(dueAtMs: number, window: CrmDigestWin
 export declare function isUnworkedLead(lead: Pick<CrmLeadFields, 'status'> & {
     firstSeenAtMs?: unknown;
 }, nowMs: number, ageMs?: number): boolean;
+/**
+ * Whether a lead is one the digest counts as being nurtured (AGL-3446):
+ * a sequence step or a campaign email has reached it and no person has
+ * engaged yet. The same age as an unworked lead, so the two figures are
+ * read over the same leads — the old ones that would otherwise be owed.
+ */
+export declare function isNurturingLead(lead: Pick<CrmLeadFields, 'status'> & {
+    firstSeenAtMs?: unknown;
+}, nowMs: number, ageMs?: number): boolean;
 /**
  * Whether a lead is THIS member's to work: theirs by owner, or nobody's on
  * a site they reach. An owned lead is one person's; an unowned one is on
@@ -133,11 +158,13 @@ export declare function crmDigestEntitled(features: Record<string, boolean | und
  * is a task nobody owes. A lead goes to its owner, or to every member who
  * reaches the site when it has none. Members with nothing owed are simply
  * absent from the result, which is what makes "per member with open work"
- * cost nothing for everyone else.
+ * cost nothing for everyone else — and a nurturing lead is not owed, so it
+ * joins a digest that exists and never starts one.
  */
 export declare function buildMemberDigests(input: {
     tasks: readonly CrmDigestTask[];
     leads: readonly CrmDigestLead[];
+    nurturing?: readonly CrmDigestLead[];
     members: ReadonlyArray<{
         uid: string;
         reachesHost: (hostId: string) => boolean;
@@ -145,13 +172,23 @@ export declare function buildMemberDigests(input: {
     window: CrmDigestWindow;
 }): Map<string, CrmMemberDigest>;
 export declare function crmDigestCounts(digest: CrmMemberDigest): CrmDigestCounts;
+/**
+ * The line that says the nurturing figure (AGL-3446), or empty when there
+ * is none: the leads the unworked list leaves out, and why.
+ */
+export declare function composeCrmDigestNurturingLine(counts: Pick<CrmDigestCounts, 'nurturing'>): string;
 /**
  * The one line the notification is: "3 tasks due today, 2 overdue, 4
  * unworked leads". Segments that are zero are left out rather than read as
  * "0 overdue" — the line is what is owed, and nothing owed is no segment.
  */
-export declare function composeCrmDigestSummary(counts: CrmDigestCounts): string;
-export declare function composeCrmDigestSubject(counts: CrmDigestCounts): string;
+export declare function composeCrmDigestSummary(counts: Pick<CrmDigestCounts, 'overdue' | 'today' | 'leads'>): string;
+/**
+ * The digest's subject. It names the workspace when it has one: the digest
+ * is sent per workspace, and a member of two would otherwise get two mails
+ * that read the same.
+ */
+export declare function composeCrmDigestSubject(counts: Pick<CrmDigestCounts, 'overdue' | 'today' | 'leads'>, workspaceName?: string): string;
 /** What the digest email needs from the route besides the digest itself. */
 export interface CrmDigestEmailInput {
     digest: CrmMemberDigest;
@@ -159,6 +196,11 @@ export interface CrmDigestEmailInput {
     timeZone: string;
     /** The product name the mail reads as — the org's brand when white-labeled. */
     productName: string;
+    /**
+     * The workspace the digest is for. The system email shows only the body,
+     * so the body names it: a member of two workspaces gets one digest each.
+     */
+    workspaceName?: string;
     /** The Tasks section, on the site the member's first task belongs to. */
     tasksUrl: string;
     /** The Leads section of a site, for the sites that have unworked leads. */

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

@@ -46,6 +46,27 @@ import { crmLeadStatus } from "@aglyn/aglyn/app-utils/crm";
  * "due at 9:00" reminder could not — that reminder is the assignment
  * notification's job, not this one's.
  */ export const CRM_DIGEST_DEFAULT_TIME_ZONE = 'America/Chicago';
+/**
+ * The zone the digest's "today" is drawn in, and the zone every CRM mail
+ * and notification prints a task's time in.
+ *
+ * `CRM_DIGEST_TIME_ZONE` overrides the default for a self-hosted console
+ * whose team wakes up elsewhere; a value `Intl` does not know falls back to
+ * the default with a warning rather than throwing the whole run away.
+ */ export function digestTimeZone(env = process.env) {
+    var _env_CRM_DIGEST_TIME_ZONE;
+    const configured = String((_env_CRM_DIGEST_TIME_ZONE = env['CRM_DIGEST_TIME_ZONE']) != null ? _env_CRM_DIGEST_TIME_ZONE : '').trim();
+    if (!configured) return CRM_DIGEST_DEFAULT_TIME_ZONE;
+    try {
+        new Intl.DateTimeFormat('en-US', {
+            timeZone: configured
+        });
+        return configured;
+    } catch (unused) {
+        console.warn(`crm-daily-digest: CRM_DIGEST_TIME_ZONE "${configured}" is not a zone — ` + `using ${CRM_DIGEST_DEFAULT_TIME_ZONE}`);
+        return CRM_DIGEST_DEFAULT_TIME_ZONE;
+    }
+}
 /** How long a `new` lead may sit untouched before the digest names it. */ export const CRM_DIGEST_LEAD_AGE_MS = 2 * 24 * 60 * 60 * 1000;
 /**
  * The most due tasks one org's sweep reads.
@@ -105,8 +126,19 @@ export function crmDigestWindow(nowMs, timeZone) {
  * seen at least {@link CRM_DIGEST_LEAD_AGE_MS} ago.
  */ export function isUnworkedLead(lead, nowMs, ageMs = CRM_DIGEST_LEAD_AGE_MS) {
     if (crmLeadStatus(lead) !== 'new') return false;
+    return seenBefore(lead, nowMs - ageMs);
+}
+/**
+ * Whether a lead is one the digest counts as being nurtured (AGL-3446):
+ * a sequence step or a campaign email has reached it and no person has
+ * engaged yet. The same age as an unworked lead, so the two figures are
+ * read over the same leads — the old ones that would otherwise be owed.
+ */ export function isNurturingLead(lead, nowMs, ageMs = CRM_DIGEST_LEAD_AGE_MS) {
+    return crmLeadStatus(lead) === 'nurturing' && seenBefore(lead, nowMs - ageMs);
+}
+function seenBefore(lead, cutoffMs) {
     const firstSeen = Number(lead.firstSeenAtMs);
-    return Number.isFinite(firstSeen) && firstSeen > 0 && firstSeen <= nowMs - ageMs;
+    return Number.isFinite(firstSeen) && firstSeen > 0 && firstSeen <= cutoffMs;
 }
 /**
  * Whether a lead is THIS member's to work: theirs by owner, or nobody's on
@@ -134,9 +166,10 @@ export function crmDigestWindow(nowMs, timeZone) {
  * is a task nobody owes. A lead goes to its owner, or to every member who
  * reaches the site when it has none. Members with nothing owed are simply
  * absent from the result, which is what makes "per member with open work"
- * cost nothing for everyone else.
+ * cost nothing for everyone else — and a nurturing lead is not owed, so it
+ * joins a digest that exists and never starts one.
  */ export function buildMemberDigests(input) {
-    const { tasks, leads, members, window } = input;
+    const { tasks, leads, nurturing = [], members, window } = input;
     const digests = new Map();
     const digestFor = (uid)=>{
         let digest = digests.get(uid);
@@ -144,7 +177,8 @@ export function crmDigestWindow(nowMs, timeZone) {
             digest = {
                 overdue: [],
                 today: [],
-                leads: []
+                leads: [],
+                nurturing: []
             };
             digests.set(uid, digest);
         }
@@ -165,6 +199,12 @@ export function crmDigestWindow(nowMs, timeZone) {
             if (leadIsForMember(lead, member)) digestFor(member.uid).leads.push(lead);
         }
     }
+    for (const lead of nurturing){
+        for (const member of members){
+            const digest = digests.get(member.uid);
+            if (digest && leadIsForMember(lead, member)) digest.nurturing.push(lead);
+        }
+    }
     for (const digest of digests.values()){
         digest.overdue.sort((a, b)=>a.dueAtMs - b.dueAtMs);
         digest.today.sort((a, b)=>a.dueAtMs - b.dueAtMs);
@@ -176,9 +216,17 @@ export function crmDigestCounts(digest) {
     return {
         overdue: digest.overdue.length,
         today: digest.today.length,
-        leads: digest.leads.length
+        leads: digest.leads.length,
+        nurturing: digest.nurturing.length
     };
 }
+/**
+ * The line that says the nurturing figure (AGL-3446), or empty when there
+ * is none: the leads the unworked list leaves out, and why.
+ */ export function composeCrmDigestNurturingLine(counts) {
+    if (counts.nurturing <= 0) return '';
+    return counts.nurturing === 1 ? '1 lead is in sequences or campaigns.' : `${counts.nurturing} leads are in sequences or campaigns.`;
+}
 const plural = (count, noun)=>`${count} ${noun}${count === 1 ? '' : 's'}`;
 /**
  * The one line the notification is: "3 tasks due today, 2 overdue, 4
@@ -193,17 +241,23 @@ const plural = (count, noun)=>`${count} ${noun}${count === 1 ? '' : 's'}`;
     if (counts.leads > 0) segments.push(`${plural(counts.leads, 'unworked lead')}`);
     return segments.join(', ');
 }
-export function composeCrmDigestSubject(counts) {
-    return `Your CRM today: ${composeCrmDigestSummary(counts)}`;
+/**
+ * The digest's subject. It names the workspace when it has one: the digest
+ * is sent per workspace, and a member of two would otherwise get two mails
+ * that read the same.
+ */ export function composeCrmDigestSubject(counts, workspaceName) {
+    const workspace = workspaceName == null ? void 0 : workspaceName.trim();
+    return `Your ${workspace ? `${workspace} ` : ''}CRM today: ${composeCrmDigestSummary(counts)}`;
 }
-function whenInZone(ms, timeZone) {
+/** A task's due time, with the zone named: it is the digest's, not the reader's. */ function whenInZone(ms, timeZone) {
     return new Date(ms).toLocaleString('en-US', {
         timeZone,
         weekday: 'short',
         month: 'short',
         day: 'numeric',
         hour: 'numeric',
-        minute: '2-digit'
+        minute: '2-digit',
+        timeZoneName: 'short'
     });
 }
 function dateInZone(ms, timeZone) {
@@ -232,6 +286,7 @@ function section(heading, lines) {
  * today, then the leads, each capped and counted, and the links last.
  */ export function composeCrmDigestEmailText(input) {
     var _input_supportLine;
+    var _input_workspaceName;
     const { digest, nowMs, timeZone, productName } = input;
     const counts = crmDigestCounts(digest);
     const day = new Date(nowMs).toLocaleDateString('en-US', {
@@ -240,11 +295,18 @@ function section(heading, lines) {
         month: 'long',
         day: 'numeric'
     });
+    const workspace = (_input_workspaceName = input.workspaceName) == null ? void 0 : _input_workspaceName.trim();
     const lines = [
-        `Here is your ${productName} CRM for ${day}: ${composeCrmDigestSummary(counts)}.`,
+        `Here is your ${productName} CRM${workspace ? ` in ${workspace}` : ''} for ${day}: ` + `${composeCrmDigestSummary(counts)}.`,
         ''
     ];
-    const taskLine = (task)=>`${task.title} · ${whenInZone(task.dueAtMs, timeZone)}`;
+    // A task's site, as the lead lines name theirs; an organization task
+    // (AGL-2637) has none.
+    const taskLine = (task)=>[
+            task.title,
+            task.hostId ? input.hostName(task.hostId) : '',
+            whenInZone(task.dueAtMs, timeZone)
+        ].filter(Boolean).join(' · ');
     if (digest.overdue.length) {
         lines.push(...section('Overdue', digest.overdue.map(taskLine)));
     }
@@ -257,6 +319,8 @@ function section(heading, lines) {
             return `${who} · ${input.hostName(lead.hostId)} · first seen ${dateInZone(lead.firstSeenAtMs, timeZone)}`;
         })));
     }
+    const nurturingLine = composeCrmDigestNurturingLine(counts);
+    if (nurturingLine) lines.push(nurturingLine, '');
     if (counts.overdue + counts.today > 0) lines.push(`Open your tasks: ${input.tasksUrl}`);
     const leadHosts = [
         ...new Set(digest.leads.map((lead)=>lead.hostId))

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

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