@aglyn/plugins-crm 1.0.0-beta.219 → 1.0.0-beta.221

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

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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-reports.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 reporting arithmetic (AGL-2604).\n *\n * The Reports section and the dashboard glance card read Firestore\n * aggregates and bounded windows and then have to turn them into a period, a\n * set of weekly bars, a funnel and a pipeline total. Every one of those is a\n * decision about numbers that a card could get subtly wrong in its own JSX —\n * a bucket boundary that is closed on both ends counts a midnight contact\n * twice, a funnel that divides by the step before reads 100% where nobody\n * arrived, a forecast that weights a closed deal forecasts a sale twice. So\n * they live here, pure and specified, and the cards only draw.\n *\n * Pure data module: no Firestore, no React, no clock — every function that\n * needs \"now\" is handed it.\n */\n\nimport type { ContactFacet, ContactSource } from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  CONTACT_LIFECYCLE_STAGES,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CRM_ACTIVITY_KINDS,\n  CRM_LEAD_STATUSES,\n  type ContactLifecycleStage,\n  type CrmActivity,\n  type CrmActivityKind,\n  type CrmDeal,\n  type CrmDealStage,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  type CrmPipeline,\n  type CrmTask,\n  crmLeadStatus,\n  dealStageById,\n  isCrmActivityKind,\n  isPipelineArchived,\n  weightedDealAmountCents,\n} from '@aglyn/aglyn/app-utils/crm'\n\nconst DAY_MS = 24 * 60 * 60 * 1000\nconst WEEK_MS = 7 * DAY_MS\n\n/**\n * The periods a report can be read over.\n *\n * A fixed list rather than a free date range because every period here is\n * also a READ COST: the contact trend runs one count aggregate per week of\n * the period, and the closed-deal chart reads the deals closed within it. A\n * picker that offered \"all time\" would offer a read nobody has sized.\n */\nexport const CRM_REPORT_PERIODS = ['7d', '30d', '90d', 'month'] as const\n\nexport type CrmReportPeriod = (typeof CRM_REPORT_PERIODS)[number]\n\nexport const CRM_REPORT_PERIOD_LABELS: Record<CrmReportPeriod, string> = {\n  '7d': 'Last 7 days',\n  '30d': 'Last 30 days',\n  '90d': 'Last 90 days',\n  month: 'This month',\n}\n\n/**\n * A period and the period before it, as half-open millisecond ranges\n * `[from, to)`.\n *\n * The previous period is what a delta is measured against, so it is always\n * the same LENGTH as the current one and ends exactly where the current one\n * begins: \"this month\" against \"last month\", thirty days against the thirty\n * before them. A gap or an overlap between the two would make the comparison\n * a comparison of different things.\n */\nexport interface CrmReportRange {\n  from: number\n  to: number\n  previousFrom: number\n  previousTo: number\n}\n\n/**\n * The range a period names at a given moment.\n *\n * `to` is the moment itself, so a period is always \"up to now\" and a report\n * read twice in one sitting shows the same figures with the newer minutes\n * added. \"This month\" starts on the first of the LOCAL month, because that\n * is the month the reader sees on their calendar; the day periods count back\n * from the moment rather than from midnight, so \"last 7 days\" is a full\n * seven days rather than six and a fraction.\n */\nexport function crmReportRange(\n  period: CrmReportPeriod,\n  nowMs: number,\n): CrmReportRange {\n  if (period === 'month') {\n    const now = new Date(nowMs)\n    const from = new Date(now.getFullYear(), now.getMonth(), 1).getTime()\n    const previousFrom = new Date(\n      now.getFullYear(),\n      now.getMonth() - 1,\n      1,\n    ).getTime()\n    return { from, to: nowMs, previousFrom, previousTo: from }\n  }\n  const days = period === '7d' ? 7 : period === '30d' ? 30 : 90\n  const from = nowMs - days * DAY_MS\n  return {\n    from,\n    to: nowMs,\n    previousFrom: from - days * DAY_MS,\n    previousTo: from,\n  }\n}\n\n/** One week of a period, `[start, end)`; the last week of a period may be short. */\nexport interface WeekBucketBounds {\n  start: number\n  end: number\n}\n\n/**\n * The weeks a range divides into: seven-day strides from `from`, the last\n * clipped at `to`.\n *\n * Strides from the START of the period rather than calendar weeks, so that\n * \"last 7 days\" is one bar and \"last 30 days\" is four full weeks and two\n * days — the period the reader picked, in the reader's units — instead of\n * whatever fragment of a Monday-to-Sunday week the period happened to start\n * inside. An empty or inverted range has no weeks.\n */\nexport function weekBuckets(from: number, to: number): WeekBucketBounds[] {\n  const buckets: WeekBucketBounds[] = []\n  if (!(to > from)) return buckets\n  for (let start = from; start < to; start += WEEK_MS) {\n    buckets.push({ start, end: Math.min(start + WEEK_MS, to) })\n  }\n  return buckets\n}\n\nexport interface WeekBucket<T> extends WeekBucketBounds {\n  items: T[]\n}\n\n/**\n * The items of a range, grouped into its weeks.\n *\n * Half-open on every boundary, so an item at exactly midnight between two\n * weeks is in the later one and only the later one, and an item at `to` is\n * outside the period the way an item at `from` is inside it. Items with no\n * usable time are dropped rather than placed anywhere — an undated deal is\n * not a deal closed this week. Every week is returned, empty ones included,\n * because a chart wants a bar per week and a gap where a week had nothing is\n * a chart with the wrong number of bars.\n */\nexport function bucketByWeek<T>(\n  items: readonly T[],\n  atMs: (item: T) => number | null | undefined,\n  from: number,\n  to: number,\n): WeekBucket<T>[] {\n  const buckets: WeekBucket<T>[] = weekBuckets(from, to).map((bounds) => ({\n    ...bounds,\n    items: [] as T[],\n  }))\n  if (!buckets.length) return buckets\n  for (const item of items) {\n    const at = atMs(item)\n    if (typeof at !== 'number' || !Number.isFinite(at)) continue\n    if (at < from || at >= to) continue\n    const index = Math.min(\n      buckets.length - 1,\n      Math.floor((at - from) / WEEK_MS),\n    )\n    buckets[index].items.push(item)\n  }\n  return buckets\n}\n\n/** One step of the lifecycle funnel. */\nexport interface LifecycleFunnelStep {\n  stage: ContactLifecycleStage\n  label: string\n  /** People AT this stage. */\n  count: number\n  /** People at this stage or any later one — everyone who got at least this far. */\n  reached: number\n  /**\n   * `reached` over the previous step's `reached`, 0–1, or `null` on the first\n   * step and wherever nobody reached the step before.\n   */\n  conversion: number | null\n}\n\nexport interface LifecycleFunnel {\n  /** The progression, in `CONTACT_LIFECYCLE_STAGES` order, `other` left out. */\n  steps: LifecycleFunnelStep[]\n  /** People at the `other` stage, which is beside the funnel rather than in it. */\n  other: number\n  /** Every counted person, `other` included. */\n  total: number\n}\n\n/**\n * The lifecycle funnel a set of per-stage counts describes.\n *\n * A funnel is read CUMULATIVELY: a customer was once a lead, so the \"lead\"\n * step is everyone who is a lead now or has moved past it, not only the\n * people currently sitting there. That is what makes the steps narrow as\n * they go down and what makes a step-to-step conversion mean something.\n * `other` is a stage a merchant chose for a person the funnel does not\n * describe, so it is reported beside the funnel and never folded into a\n * step. A conversion where the previous step was empty is `null` rather than\n * 0 or 100 — there is nothing to divide by, and either number would be read\n * as a measurement.\n */\nexport function funnelFromStages(\n  counts: Partial<Record<ContactLifecycleStage, number>>,\n): LifecycleFunnel {\n  const countOf = (stage: ContactLifecycleStage): number => {\n    const value = Number(counts[stage] ?? 0)\n    return Number.isFinite(value) && value > 0 ? Math.round(value) : 0\n  }\n  const progression = CONTACT_LIFECYCLE_STAGES.filter(\n    (stage) => stage !== 'other',\n  )\n  const steps: LifecycleFunnelStep[] = []\n  let reachedAfter = 0\n  for (let index = progression.length - 1; index >= 0; index -= 1) {\n    const stage = progression[index]\n    const count = countOf(stage)\n    const reached = count + reachedAfter\n    steps.unshift({\n      stage,\n      label: CONTACT_LIFECYCLE_STAGE_LABELS[stage],\n      count,\n      reached,\n      conversion: null,\n    })\n    reachedAfter = reached\n  }\n  for (let index = 1; index < steps.length; index += 1) {\n    const previous = steps[index - 1].reached\n    steps[index].conversion = previous > 0 ? steps[index].reached / previous : null\n  }\n  const other = countOf('other')\n  return {\n    steps,\n    other,\n    total: steps.reduce((sum, step) => sum + step.count, 0) + other,\n  }\n}\n\n/** The open deals sitting in one stage of a pipeline. */\nexport interface PipelineStageTotal {\n  stage: CrmDealStage\n  count: number\n  amountCents: number\n  weightedCents: number\n}\n\nexport interface PipelineTotals {\n  /** Open deals, wherever they sit. */\n  count: number\n  amountCents: number\n  /** The forecast: each open deal at its stage's odds. */\n  weightedCents: number\n  /** The pipeline's open stages in order, every one present even when empty. */\n  stages: PipelineStageTotal[]\n  /**\n   * Open deals in a stage the pipeline does not have — retired, renamed, or\n   * a closed-kind stage the status disagrees with. Counted in the totals,\n   * worth nothing to the forecast, and reported so a merchant can find them.\n   */\n  unplaced: { count: number; amountCents: number }\n}\n\ntype PipelineDeal = Pick<CrmDeal, 'status' | 'stageId' | 'amountCents'>\n\n/**\n * What a pipeline holds, by stage.\n *\n * Only OPEN deals: a won deal is revenue and a lost one is history, and a\n * pipeline report that counted either would show a stage full of deals that\n * cannot move. Only the pipeline's open-kind stages are rows, for the same\n * reason from the other side — a \"Won\" column in a pipeline chart is the\n * closed-deals report drawn in the wrong place. The weighting is\n * `weightedDealAmountCents`, applied here rather than restated.\n */\nexport function pipelineTotals(\n  deals: readonly PipelineDeal[],\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n): PipelineTotals {\n  const stages = [...(pipeline?.stages ?? [])]\n    .filter((stage) => stage.kind === 'open')\n    .sort((a, b) => a.order - b.order)\n  const rows = new Map<string, PipelineStageTotal>(\n    stages.map((stage) => [\n      stage.id,\n      { stage, count: 0, amountCents: 0, weightedCents: 0 },\n    ]),\n  )\n  const totals: PipelineTotals = {\n    count: 0,\n    amountCents: 0,\n    weightedCents: 0,\n    stages: stages.map((stage) => rows.get(stage.id) as PipelineStageTotal),\n    unplaced: { count: 0, amountCents: 0 },\n  }\n  for (const deal of deals) {\n    if (deal.status !== 'open') continue\n    const amount = Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0))\n    totals.count += 1\n    totals.amountCents += amount\n    const row = rows.get(deal.stageId)\n    if (!row) {\n      totals.unplaced.count += 1\n      totals.unplaced.amountCents += amount\n      continue\n    }\n    const weighted = weightedDealAmountCents(deal, row.stage)\n    row.count += 1\n    row.amountCents += amount\n    row.weightedCents += weighted\n    totals.weightedCents += weighted\n  }\n  return totals\n}\n\n/** How many months ahead the close-month forecast looks. */\nexport const FORECAST_MONTHS = 6\n\n/** One calendar month of the forecast, `[start, end)` in local time. */\nexport interface CloseMonthBucket {\n  /** `2026-09` — stable across locales, what a row is keyed by. */\n  key: string\n  start: number\n  end: number\n}\n\n/**\n * The next `months` calendar months from the one `nowMs` falls in, each\n * `[first of the month, first of the next)` on the reader's calendar.\n *\n * The current month is the first bucket, whole: a deal expected to close\n * on the 3rd when today is the 20th is late, not next month's, and a\n * forecast that started at \"now\" would drop it between the rows. Local\n * months rather than UTC, because `expectedCloseAtMs` is stored at local\n * noon of the day picked (`dateInputMs`) and a UTC boundary would put a\n * deal picked for the 1st into the month before in half the world.\n */\nexport function closeMonthBuckets(\n  nowMs: number,\n  months = FORECAST_MONTHS,\n): CloseMonthBucket[] {\n  const now = new Date(nowMs)\n  const buckets: CloseMonthBucket[] = []\n  for (let offset = 0; offset < months; offset += 1) {\n    const start = new Date(now.getFullYear(), now.getMonth() + offset, 1)\n    const end = new Date(now.getFullYear(), now.getMonth() + offset + 1, 1)\n    buckets.push({\n      key: `${start.getFullYear()}-${String(start.getMonth() + 1).padStart(2, '0')}`,\n      start: start.getTime(),\n      end: end.getTime(),\n    })\n  }\n  return buckets\n}\n\n/** One pipeline's open deals expected to close in one month. */\nexport interface ForecastCell {\n  count: number\n  amountCents: number\n  weightedCents: number\n}\n\nexport interface PipelineForecast {\n  pipelineId: string\n  name: string\n  /** One cell per bucket, in `buckets` order, every one present even when empty. */\n  months: ForecastCell[]\n  /** Open deals with no expected close — their own row, never a guess. */\n  undated: ForecastCell\n  /** Expected before the first bucket — overdue to close. */\n  overdue: ForecastCell\n  /** Expected past the last bucket. */\n  later: ForecastCell\n  total: ForecastCell\n}\n\nexport interface CloseMonthForecast {\n  buckets: CloseMonthBucket[]\n  pipelines: PipelineForecast[]\n  /** Every pipeline's cells added together, in `buckets` order. */\n  months: ForecastCell[]\n  undated: ForecastCell\n  overdue: ForecastCell\n  later: ForecastCell\n  total: ForecastCell\n}\n\ntype ForecastDeal = Pick<\n  CrmDeal,\n  'status' | 'pipelineId' | 'stageId' | 'amountCents' | 'expectedCloseAtMs'\n>\n\nconst emptyCell = (): ForecastCell => ({ count: 0, amountCents: 0, weightedCents: 0 })\n\nfunction addToCell(cell: ForecastCell, amountCents: number, weightedCents: number) {\n  cell.count += 1\n  cell.amountCents += amountCents\n  cell.weightedCents += weightedCents\n}\n\n/**\n * The open pipeline laid out by the month each deal is expected to close\n * (AGL-2620): per pipeline, one cell per month for the next\n * {@link FORECAST_MONTHS}, at face value and weighted by the deal's stage.\n *\n * Only open deals, for the reason `pipelineTotals` gives — a closed deal\n * has closed. A deal with no `expectedCloseAtMs` is its own row rather than\n * being dropped or dated \"now\": a forecast that quietly omitted undated\n * deals would understate the pipeline by exactly the deals nobody has\n * scheduled, which is the number a sales lead most wants to see. A deal\n * dated before the first month is overdue and a deal dated past the last\n * is \"later\"; both are reported so the rows add up to the pipeline.\n *\n * Every ACTIVE pipeline is a row even with nothing open — an empty\n * pipeline is a fact about the forecast too — while an archived one is a\n * row only if a deal still sits open in it. A deal in a pipeline the list\n * does not carry at all is grouped under its id with no name, so the\n * total still counts it; its stage cannot be resolved, so it weighs\n * nothing, as everywhere else.\n */\nexport function forecastByCloseMonth(\n  deals: readonly ForecastDeal[],\n  pipelines: ReadonlyArray<Pick<CrmPipeline, 'name' | 'stages' | 'archivedAt'> & { $id: string }>,\n  nowMs: number,\n  months = FORECAST_MONTHS,\n): CloseMonthForecast {\n  const buckets = closeMonthBuckets(nowMs, months)\n  const byId = new Map<string, PipelineForecast>()\n  const pipelineRow = (pipelineId: string): PipelineForecast => {\n    let row = byId.get(pipelineId)\n    if (!row) {\n      const pipeline = pipelines.find((entry) => entry.$id === pipelineId)\n      row = {\n        pipelineId,\n        name: pipeline?.name ?? '',\n        months: buckets.map(emptyCell),\n        undated: emptyCell(),\n        overdue: emptyCell(),\n        later: emptyCell(),\n        total: emptyCell(),\n      }\n      byId.set(pipelineId, row)\n    }\n    return row\n  }\n  for (const pipeline of pipelines) {\n    if (!isPipelineArchived(pipeline)) pipelineRow(pipeline.$id)\n  }\n\n  const totals: CloseMonthForecast = {\n    buckets,\n    pipelines: [],\n    months: buckets.map(emptyCell),\n    undated: emptyCell(),\n    overdue: emptyCell(),\n    later: emptyCell(),\n    total: emptyCell(),\n  }\n  const first = buckets[0]?.start ?? nowMs\n  const last = buckets[buckets.length - 1]?.end ?? nowMs\n  for (const deal of deals) {\n    if (deal.status !== 'open') continue\n    const pipelineId = String(deal.pipelineId ?? '')\n    const row = pipelineRow(pipelineId)\n    const pipeline = pipelines.find((entry) => entry.$id === pipelineId)\n    const amount = Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0))\n    const weighted = weightedDealAmountCents(deal, dealStageById(pipeline, deal.stageId))\n    const at = deal.expectedCloseAtMs\n    const cells: Array<[ForecastCell, ForecastCell]> = [[row.total, totals.total]]\n    if (typeof at !== 'number' || !Number.isFinite(at)) {\n      cells.push([row.undated, totals.undated])\n    } else if (at < first) {\n      cells.push([row.overdue, totals.overdue])\n    } else if (at >= last) {\n      cells.push([row.later, totals.later])\n    } else {\n      const index = buckets.findIndex((bucket) => at >= bucket.start && at < bucket.end)\n      cells.push([row.months[index], totals.months[index]])\n    }\n    for (const [own, all] of cells) {\n      addToCell(own, amount, weighted)\n      addToCell(all, amount, weighted)\n    }\n  }\n  totals.pipelines = [...byId.values()]\n  return totals\n}\n\n/**\n * How many of a list share each key, most common first.\n *\n * Ties break on the key so two renders of the same data draw the same order.\n * An item with no key is not \"a key called empty\": a contact whose facet\n * names no source is left out of a by-source chart rather than drawn as a\n * bar labeled with nothing.\n */\nexport function tally<T>(\n  items: readonly T[],\n  keyOf: (item: T) => string | null | undefined,\n): Array<{ key: string; count: number }> {\n  const counts = new Map<string, number>()\n  for (const item of items) {\n    const key = keyOf(item)\n    if (!key) continue\n    counts.set(key, (counts.get(key) ?? 0) + 1)\n  }\n  return [...counts.entries()]\n    .map(([key, count]) => ({ key, count }))\n    .sort((a, b) => b.count - a.count || a.key.localeCompare(b.key))\n}\n\n/**\n * Percentage change against the previous period, to one decimal, or `null`\n * when the previous period had nothing.\n *\n * `null` rather than a number because every number is wrong: \"+100%\" reads\n * as growth, \"+0%\" reads as flat, and a first contact has no growth rate.\n * The tile that renders this draws nothing for `null`, which is the honest\n * rendering of \"there is no baseline\".\n */\nexport function deltaPercent(current: number, previous: number): number | null {\n  if (!(previous > 0)) return null\n  return Math.round(((current - previous) / previous) * 1000) / 10\n}\n\n/**\n * The currency a set of deals is in, and whether they are actually in more\n * than one.\n *\n * A pipeline total is a sum, and a sum of dollars and euros is a number\n * with no unit. The reports still show that number — a merchant with one\n * stray euro deal wants the pipeline figure, not a refusal — but they say\n * it is mixed. The most common currency names the total; `usd` is what a\n * deal with no currency means, per the model.\n */\nexport function currencyOfDeals(\n  deals: ReadonlyArray<Pick<CrmDeal, 'currency'>>,\n): { currency: string; mixed: boolean } {\n  const ranked = tally(deals, (deal) =>\n    String(deal.currency || 'usd').toLowerCase(),\n  )\n  return { currency: ranked[0]?.key ?? 'usd', mixed: ranked.length > 1 }\n}\n\n/**\n * The local calendar day a moment falls in, `[start, end)`.\n *\n * The same day `taskDueState` decides \"today\" on, so a count of tasks due\n * today and the list's \"today\" chip agree about the same task at 11 p.m.\n */\nexport function localDayBounds(nowMs: number): { start: number; end: number } {\n  const now = new Date(nowMs)\n  const start = new Date(now.getFullYear(), now.getMonth(), now.getDate())\n  const end = new Date(now.getFullYear(), now.getMonth(), now.getDate() + 1)\n  return { start: start.getTime(), end: end.getTime() }\n}\n\n/*==========================================\n * ACTIVITY BY TEAMMATE (AGL-2624)\n *=========================================*/\n\n/** One teammate's row of the activity leaderboard. */\nexport interface ActivityLeaderboardRow {\n  /**\n   * The account uid, or `''` for work no person did: an activity an\n   * automation logged, a task ticked off with nobody assigned. One row\n   * rather than a row per automation, because the leaderboard ranks the\n   * team, and \"nobody\" is the honest name for the rest.\n   */\n  uid: string\n  /**\n   * The name the newest of this uid's activities was signed with, or `null`\n   * when none carried one — a uid that only completed tasks, say. The\n   * activity's own `byName` because a scoped reader cannot resolve a\n   * colleague's uid any other way; see `CrmActivity.byName`.\n   */\n  name: string | null\n  /** Activities logged, by kind, every kind present even at zero. */\n  kinds: Record<CrmActivityKind, number>\n  /** Every activity logged, whatever its kind. */\n  activities: number\n  /** Tasks ticked off. */\n  tasksDone: number\n}\n\n/** An activity as stored — `kind` is whatever was written, not only what the model names. */\ntype LeaderboardActivity = Pick<CrmActivity, 'byUid' | 'atMs' | 'byName'> & {\n  kind: string\n}\ntype LeaderboardTask = Pick<CrmTask, 'assigneeUid' | 'completedByUid'>\n\n/**\n * Who did what: the activities and the completed tasks of a period,\n * grouped by the person who did them, busiest first.\n *\n * An activity is credited to whoever logged it. A task is credited to\n * whoever COMPLETED it when the route stamped that, and to its assignee\n * otherwise: the leaderboard measures work done, and a manager closing out\n * a departed teammate's list did that work. A kind the model does not\n * name counts as `other` rather than vanishing — the activity happened.\n *\n * Busiest means activities plus tasks; ties break on activities, then on\n * the uid, so two renders of one window draw one order.\n */\nexport function activityLeaderboard(\n  activities: readonly LeaderboardActivity[],\n  tasksDone: readonly LeaderboardTask[],\n): ActivityLeaderboardRow[] {\n  const rows = new Map<string, ActivityLeaderboardRow>()\n  /** When each row's name was signed, so a newer signature replaces an older one. */\n  const namedAtMs = new Map<string, number>()\n  const rowFor = (uid: string) => {\n    let row = rows.get(uid)\n    if (!row) {\n      row = {\n        uid,\n        name: null,\n        kinds: Object.fromEntries(\n          CRM_ACTIVITY_KINDS.map((kind) => [kind, 0]),\n        ) as Record<CrmActivityKind, number>,\n        activities: 0,\n        tasksDone: 0,\n      }\n      rows.set(uid, row)\n    }\n    return row\n  }\n  for (const activity of activities) {\n    const row = rowFor(String(activity.byUid ?? ''))\n    const kind = isCrmActivityKind(activity.kind) ? activity.kind : 'other'\n    row.kinds[kind] += 1\n    row.activities += 1\n    const name = String(activity.byName ?? '').trim()\n    const atMs = Number(activity.atMs)\n    if (\n      name &&\n      Number.isFinite(atMs) &&\n      atMs > (namedAtMs.get(row.uid) ?? Number.NEGATIVE_INFINITY)\n    ) {\n      row.name = name\n      namedAtMs.set(row.uid, atMs)\n    }\n  }\n  for (const task of tasksDone) {\n    rowFor(String(task.completedByUid || task.assigneeUid || '')).tasksDone += 1\n  }\n  return [...rows.values()].sort(\n    (a, b) =>\n      b.activities + b.tasksDone - (a.activities + a.tasksDone) ||\n      b.activities - a.activities ||\n      a.uid.localeCompare(b.uid),\n  )\n}\n\n/*==========================================\n * LEAD FUNNEL (AGL-2624)\n *=========================================*/\n\n/** The key a lead unqualified with no reason is tallied under. */\nexport const LEAD_NO_REASON_KEY = '$none'\nexport const LEAD_NO_REASON_LABEL = 'No reason given'\n\nexport interface LeadFunnelReason {\n  /** The reason, case-folded and whitespace-collapsed, or {@link LEAD_NO_REASON_KEY}. */\n  key: string\n  /** The reason as it was first written. */\n  label: string\n  count: number\n}\n\nexport interface LeadFunnel {\n  /** Every lead handed in. */\n  total: number\n  /** Leads at each status now, every status present. An absent status is `new`. */\n  byStatus: Record<CrmLeadStatus, number>\n  /** `new`, `nurturing` and `working` — the leads still needing somebody. */\n  open: number\n  /** Qualified over every lead, 0–1, or `null` when there were none. */\n  qualifiedRate: number | null\n  /** Unqualified over every lead, 0–1, or `null` when there were none. */\n  unqualifiedRate: number | null\n  /** Why leads were unqualified, most common first. */\n  reasons: LeadFunnelReason[]\n}\n\n/**\n * Where a set of leads stands, and why the ones that were closed without\n * converting were closed.\n *\n * A status breakdown rather than a cumulative funnel, because a lead's\n * history is not on the document — only where it is now — and a lead can\n * be qualified straight from `new` without ever having been `working`. A\n * step that claimed \"reached working\" would be inventing a past. The two\n * rates are over EVERY lead handed in, so a period in which half the leads\n * are still untouched reads as half unconverted, which is what it is.\n *\n * Reasons are free text — the unqualify dialog requires one but does not\n * offer a list — so `Too small` and `too  small` are one reason and the\n * label is whichever spelling came first. An unqualified lead written past\n * the dialog with no reason is counted under its own key rather than\n * dropped: the lead was closed, and \"no reason given\" is the count a\n * manager wants to see.\n */\nexport function leadFunnel(\n  leads: ReadonlyArray<Pick<CrmLeadFields, 'status' | 'unqualifiedReason'>>,\n): LeadFunnel {\n  const byStatus = Object.fromEntries(\n    CRM_LEAD_STATUSES.map((status) => [status, 0]),\n  ) as Record<CrmLeadStatus, number>\n  const reasons = new Map<string, LeadFunnelReason>()\n  for (const lead of leads) {\n    const status = crmLeadStatus(lead)\n    byStatus[status] += 1\n    if (status !== 'unqualified') continue\n    const label = String(lead.unqualifiedReason ?? '').replace(/\\s+/g, ' ').trim()\n    const key = label ? label.toLowerCase() : LEAD_NO_REASON_KEY\n    const row = reasons.get(key) ?? {\n      key,\n      label: label || LEAD_NO_REASON_LABEL,\n      count: 0,\n    }\n    row.count += 1\n    reasons.set(key, row)\n  }\n  const total = leads.length\n  return {\n    total,\n    byStatus,\n    open: byStatus.new + byStatus.nurturing + byStatus.working,\n    qualifiedRate: total > 0 ? byStatus.qualified / total : null,\n    unqualifiedRate: total > 0 ? byStatus.unqualified / total : null,\n    reasons: [...reasons.values()].sort(\n      (a, b) => b.count - a.count || a.label.localeCompare(b.label),\n    ),\n  }\n}\n\n/*==========================================\n * CONVERSION BY SOURCE (AGL-2624)\n *=========================================*/\n\n/**\n * The stages that mean a person has bought, or better.\n *\n * `customer` and `evangelist` only. `other` sits after `customer` in the\n * stage list so that no capture can overwrite it, but it names a step the\n * business chose and the report cannot know whether that step is past a\n * purchase; counting it would credit a source with a sale nobody recorded.\n */\nconst CUSTOMER_STAGES: ReadonlySet<ContactLifecycleStage> = new Set([\n  'customer',\n  'evangelist',\n])\n\ntype ConversionFacet = Pick<ContactFacet, 'sources' | 'lifecycleStage' | 'ordersCount'>\n\n/**\n * Whether this holder's view of a person says they have bought: a stage\n * at `customer` or past it, or an order on the books whatever the stage\n * says — an order path that never advanced the stage still sold something.\n */\nexport function contactIsCustomer(\n  facet: Pick<ContactFacet, 'lifecycleStage' | 'ordersCount'>,\n): boolean {\n  if (facet.lifecycleStage && CUSTOMER_STAGES.has(facet.lifecycleStage)) return true\n  const orders = Number(facet.ordersCount ?? 0)\n  return Number.isFinite(orders) && orders > 0\n}\n\nexport interface SourceConversionRow {\n  source: ContactSource\n  /** People this holder captured through the source. */\n  captured: number\n  /** Of those, the ones who are customers now. */\n  customers: number\n  /** `customers / captured`, 0–1. */\n  rate: number\n}\n\nexport interface SourceConversion {\n  /** One row per source anybody came through, most captured first. */\n  rows: SourceConversionRow[]\n  /** People with no source under this holder — no door to credit. */\n  unsourced: number\n  /** Every counted person who is a customer, once each. */\n  customers: number\n  /** Every person handed in. */\n  total: number\n}\n\n/**\n * Which capture surfaces turn into customers.\n *\n * Read through one holder's facet, like every by-source figure: a source\n * is which of THIS business's doors the person came through. A person\n * captured two ways counts under both — the question is \"how well does\n * each door convert\", and a person who came through two is evidence for\n * both — so the rows can add to more than `total`, and `customers` counts\n * each person once for the tile above the table. Rows rank by captured,\n * not by rate, because a door with one visitor who bought is not the best\n * door.\n */\nexport function conversionBySource(\n  facets: readonly ConversionFacet[],\n): SourceConversion {\n  const rows = new Map<ContactSource, SourceConversionRow>()\n  let unsourced = 0\n  let customers = 0\n  for (const facet of facets) {\n    const isCustomer = contactIsCustomer(facet)\n    if (isCustomer) customers += 1\n    const sources = (Object.keys(facet.sources ?? {}) as ContactSource[]).filter(\n      (source) => facet.sources?.[source],\n    )\n    if (!sources.length) {\n      unsourced += 1\n      continue\n    }\n    for (const source of sources) {\n      const row = rows.get(source) ?? { source, captured: 0, customers: 0, rate: 0 }\n      row.captured += 1\n      if (isCustomer) row.customers += 1\n      rows.set(source, row)\n    }\n  }\n  return {\n    rows: [...rows.values()]\n      .map((row) => ({ ...row, rate: row.customers / row.captured }))\n      .sort(\n        (a, b) =>\n          b.captured - a.captured ||\n          b.customers - a.customers ||\n          a.source.localeCompare(b.source),\n      ),\n    unsourced,\n    customers,\n    total: facets.length,\n  }\n}\n\n/*==========================================\n * WON AND LOST, BY OWNER (AGL-2662)\n *=========================================*/\n\n/** A closed deal as the by-owner tally reads it. */\ntype OwnerOutcomeDeal = Pick<CrmDeal, 'ownerUid' | 'amountCents'>\n\n/** The key an unowned deal is tallied under — see {@link OwnerOutcomeRow.uid}. */\nexport const OWNER_UNASSIGNED_KEY = ''\n\nexport interface OwnerOutcomeRow {\n  /**\n   * The owner's account uid, or `''` for a deal nobody owns.\n   *\n   * One row for the unowned rather than none: a pipeline where a third of\n   * what closed had no owner is a fact about the team, and dropping those\n   * deals would make the rows add to less than the period's totals without\n   * saying why.\n   */\n  uid: string\n  won: number\n  lost: number\n  /** Value of what this owner won, in the deals' own minor units. */\n  wonAmountCents: number\n  /** Value of what they lost — the size of the miss, not a negative. */\n  lostAmountCents: number\n  /** Everything that closed for this owner, won or lost. */\n  closed: number\n  /**\n   * Won over closed, 0–1, or `null` when nothing of theirs closed.\n   *\n   * Null rather than zero because the two read differently: an owner who\n   * closed nothing has no rate, and rendering that as 0% would rank a\n   * person who was not in the period below one who lost every deal.\n   */\n  winRate: number | null\n}\n\n/**\n * Who closed what, in the period's window.\n *\n * The by-owner reading of the same two sets the Won and lost card already\n * holds — everything that closed won, and everything that closed lost — so\n * this adds no read. Credited to `ownerUid`, the field the board and the\n * bulk bar both write, and never to the creator: a deal reassigned mid-cycle\n * belongs to whoever carried it at the close, which is what \"by owner\"\n * is asked to mean when a manager reads it.\n *\n * Ranked by how much CLOSED rather than by win rate, for the reason\n * `conversionBySource` ranks by captured: an owner who closed one deal and\n * won it is not the best closer on the team. Ties break on wins, then on\n * the uid, so two renders of one window draw one order.\n */\nexport function wonLostByOwner(\n  won: readonly OwnerOutcomeDeal[],\n  lost: readonly OwnerOutcomeDeal[],\n): OwnerOutcomeRow[] {\n  const rows = new Map<string, OwnerOutcomeRow>()\n  const rowFor = (uid: string) => {\n    let row = rows.get(uid)\n    if (!row) {\n      row = {\n        uid,\n        won: 0,\n        lost: 0,\n        wonAmountCents: 0,\n        lostAmountCents: 0,\n        closed: 0,\n        winRate: null,\n      }\n      rows.set(uid, row)\n    }\n    return row\n  }\n  /** A missing or negative amount counts as nothing, never as a debit. */\n  const cents = (deal: OwnerOutcomeDeal) =>\n    Math.max(0, Number(deal.amountCents ?? 0) || 0)\n  for (const deal of won) {\n    const row = rowFor(String(deal.ownerUid ?? OWNER_UNASSIGNED_KEY))\n    row.won += 1\n    row.closed += 1\n    row.wonAmountCents += cents(deal)\n  }\n  for (const deal of lost) {\n    const row = rowFor(String(deal.ownerUid ?? 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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).
  */
@@ -50,9 +51,9 @@ 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. */

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/plugin.js

@@ -204,6 +204,42 @@ const CrmTasksDueCard = lazy(()=>import("./components/crm-tasks-due-card.js"));
                 },
                 Component: CrmConsolePage
             }
+        ],
+        /*
+     * The ORGANIZATION's CRM hub (AGL-2630), at `/[orgSlug]/crm`: the same
+     * sections over every site at once, mounted with no site and the org's
+     * sites as `orgMount`. Its listeners carry no scope clause, so the
+     * shell's org route refuses a site collaborator on REACH before it asks
+     * the `data.manage` declared above; a permission alone, which a
+     * collaborator's role can carry, never opens it.
+     *
+     * It carries the SITE tab's id on purpose: `release_contacts` names
+     * `nav-tab-contacts`, so one flag holds both halves of the CRM, and the
+     * org half cannot ship while the site half is switched off. First among
+     * the organization's plugin tabs, beside Data, the org's other shared
+     * collection of records. The help opens the docs heading about this
+     * mount. Its old address, `/[orgSlug]/contacts`, is a console redirect
+     * (`consoleRedirects`), so it needs no `legacyHrefs` here.
+     */ orgNavItems: [
+            {
+                label: 'CRM',
+                href: '/crm',
+                sections: CRM_CONSOLE_SECTIONS,
+                navTabId: 'nav-tab-contacts',
+                tabOrder: -100,
+                icon: {
+                    path: mdiCardAccountDetailsOutline.path
+                },
+                header: {
+                    title: 'CRM',
+                    icon: {
+                        path: mdiCardAccountDetailsOutline.path
+                    },
+                    docsTopic: 'crm',
+                    docsAnchor: '#at-the-organization-level'
+                },
+                Component: CrmConsolePage
+            }
         ]
     });
 }

package/src/lib/plugin.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/plugin.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 { mdiCardAccountDetailsOutline } from '@aglyn/shared-data-mdi'\nimport { lazy } from 'react'\nimport { CRM_CONSOLE_SECTIONS } from './components/crm-console-sections'\nimport { CrmGlanceCard } from './components/crm-glance-card'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport { withCrmOrgMount } from './hooks/use-crm-org-mount'\nimport { registerCrmRecordRoutes } from './model/crm-record-routes'\nimport { CRM_SEARCH_SOURCES } from './model/crm-search-sources'\nimport { registerPluginZone } from '@aglyn/aglyn/plugin-manager/plugin-zones'\nimport { CRM_RECORD_ATTRIBUTION_ZONE } from './components/crm-attribution-zone'\nimport { CRM_RECORD_BOOKING_ZONE } from './components/crm-booking-zone'\n\n/** Code-split: the CRM hub only loads when opened. */\nconst CrmConsolePage = lazy(\n  () => import('./components/crm-console-page'),\n)\n/** The dashboard glance, split the same way: it loads where the slot mounts it. */\n/** Where a form's fields save on a contact, drawn on the form's own page. */\nconst FormContactFieldsCard = lazy(\n  () => import('./components/form-contact-fields-card'),\n)\n\nconst CrmTasksDueCard = lazy(\n  () => import('./components/crm-tasks-due-card'),\n)\n\n/**\n * CRM feature plugin (AGL-395, the hub since AGL-2595). Console-only — its\n * records live in Firestore and have no canvas element, so there is no UI\n * bundle. The console half declares the CRM nav + hub through the\n * ConsoleExtension registry (release_crm gate via the nav tab); the\n * contacts section reads the `contactsPerHost` quota off the shell-passed\n * `org`.\n *\n * The plugin id is `crm` (AGL-2595). It was `contacts` while the surface was\n * one list; the id is persisted in every org's `enabledPlugins` and every\n * host's `disabledPlugins`, so the runtime read the old value as this one\n * until the stored documents had been rewritten, and the alias was retired\n * once that backfill reported nothing left (AGL-2614). The `/contacts`\n * address is a URL, not a stored id, and the nav item keeps redirecting it.\n */\nexport function registerCrmConsole(): void {\n  registerCrmRecordRoutes()\n  registerPluginZone(\n    {\n      zone: CRM_RECORD_BOOKING_ZONE,\n      label: 'Book a meeting from a CRM record',\n      surface: 'console',\n      // One control in a record header's row of actions, and one beside the\n      // composer's fields: the page lays them out, so the zone adds nothing.\n      layout: 'bare',\n      description:\n        'In a record’s header and beside the one-to-one composer. A widget here offers the site’s bookable services and the link a visitor books one at; it is handed the site, the record and, from the composer, a way to insert the chosen link. It writes nothing.',\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  registerPluginZone(\n    {\n      zone: CRM_RECORD_ATTRIBUTION_ZONE,\n      label: 'Where a CRM record came from',\n      surface: 'console',\n      description:\n        'On a contact’s page and in a lead’s history. A widget here says which campaign or link brought the person; it is handed the site, what the record is and its id, and it writes nothing.',\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  Aglyn.registerConsoleExtension({\n    pluginId: BUNDLE_ID,\n    displayName: 'CRM',\n    /*\n     * WHO may open the CRM, declared so the shell enforces it.\n     *\n     * `navTabId` below is a release flag, not authorization: it says whether\n     * the surface has shipped, and `FeatureGate` reads it as\n     * `released || isStaff`. Nothing above this page decided who among a\n     * workspace's members may read it, and the page is a full editor over\n     * org-shared people data — names, addresses, order history, notes,\n     * consent, and a CSV export of all of it.\n     *\n     * `data.manage` rather than a key of this plugin's own, because it is\n     * the catalog key whose subject is exactly this data. The Firestore\n     * rules place contacts in the org-shared data block with datasets and\n     * gate writes on `canWriteOrgData()` — owner, admin, editor — which is\n     * the population `data.manage` defaults to, so the console gate and the\n     * rules agree on the built-in roles by construction. A custom role or a\n     * per-member override then narrows the console further, and the rules\n     * stay the boundary for the data itself.\n     *\n     * Minting a `contacts.*` key instead would advertise a control that does\n     * not exist. Console contact writes are client-direct against the rules,\n     * so a new key would have no server enforcement point to sit on, and a\n     * permission a customer can untick that changes nothing is worse than\n     * its absence.\n     *\n     * A SITE COLLABORATOR holding it reaches this page deliberately. They\n     * are a real org member document, so this gate is the first thing that\n     * has ever asked about them here — and the answer is yes, scoped: the\n     * listener filters on `visibleTo`, the rules prove the same predicate\n     * per document, and every field the page shows is read through the\n     * viewing group's own facet. Refusing them outright would delete a\n     * shipped capability rather than close a hole.\n     */\n    permission: 'data.manage',\n    /*\n     * WHAT the workspace must have bought (AGL-2851). The CRM is included\n     * from Starter and a Free workspace has none of it, so the flag is\n     * declared once, here, and the shell refuses every surface this\n     * registers on a plan without it: the hub body at both mounts, every\n     * section and record beneath it, drawn locked beside the upgrade notice,\n     * and the dashboard cards. The nav tab stays, as every plan-locked tab\n     * does, because it is the way to that notice. The CRM's routes, `/v1`\n     * and the Firestore rules ask the same question where the data is\n     * (`server/suite-gate.ts`).\n     */\n    featureFlag: 'crm',\n    // What the console's search finds here, under the two gates above.\n    searchSources: CRM_SEARCH_SOURCES,\n    /*\n     * Dashboard cards (AGL-2599, AGL-2604): the site dashboard's `hostDashboard`\n     * slot composes this extension's permission over each, so a card appears\n     * only where the CRM is enabled and only for a reader who may open it —\n     * registered here rather than imported by the dashboard so the shell's\n     * enablement and entitlement gate decides whether a site that never turned\n     * the CRM on sees them, the rule every card on that row follows. The tasks\n     * card is a glance at the reader's own overdue and due-today work and\n     * renders nothing on a workspace that has never made a task; the glance\n     * card is four server-counted figures, each a link into the hub.\n     *\n     * Both name `features.crm`, as the extension does (AGL-2611, AGL-2851):\n     * the slot composes the two, so a plan without the CRM gets neither card\n     * — absent, not upsold, the treatment every gated card gets.\n     *\n     * The same two cards again on the organization's `orgDashboard` slot\n     * (AGL-2636) — the org's sites page — under the same flag, with the same\n     * ids: the id names the card, and it is one card totaling the whole\n     * organization there instead of one site. The shell hands that slot the\n     * org mount as a prop, and `withCrmOrgMount` is what puts the mount's\n     * provider around each card, since the sites page cannot import one.\n     */\n    widgets: [\n      // Which contact field each of a form's fields saves to, on the form's\n      // own page. The forms plugin hosts the zone and writes the form\n      // document; what a contact's fields ARE is this plugin's, so the card\n      // is too.\n      {\n        slot: 'formContactFields',\n        widgetId: 'crm-form-contact-fields',\n        title: 'Saves to contact fields',\n        // A contact's custom fields are part of the suite, so a workspace\n        // without it has none to map a form's field onto.\n        featureFlag: 'crm',\n        Component: FormContactFieldsCard,\n      },\n      {\n        slot: Aglyn.CONSOLE_WIDGET_SLOTS.hostDashboard,\n        widgetId: 'crm-tasks-due',\n        title: 'Tasks due',\n        featureFlag: 'crm',\n        Component: CrmTasksDueCard,\n      },\n      {\n        slot: Aglyn.CONSOLE_WIDGET_SLOTS.hostDashboard,\n        widgetId: 'crm-glance',\n        title: 'CRM at a glance',\n        featureFlag: 'crm',\n        Component: CrmGlanceCard,\n      },\n      {\n        slot: Aglyn.CONSOLE_WIDGET_SLOTS.orgDashboard,\n        widgetId: 'crm-tasks-due',\n        title: 'Tasks due',\n        featureFlag: 'crm',\n        Component: withCrmOrgMount(CrmTasksDueCard),\n      },\n      {\n        slot: Aglyn.CONSOLE_WIDGET_SLOTS.orgDashboard,\n        widgetId: 'crm-glance',\n        title: 'CRM at a glance',\n        featureFlag: 'crm',\n        Component: withCrmOrgMount(CrmGlanceCard),\n      },\n    ],\n    navItems: [\n      {\n        label: 'CRM',\n        href: '/crm',\n        // The address the surface had while it was one list. A link kept\n        // from then — a bookmark, a docs page, an email — still opens the\n        // hub rather than the shell's \"not available\" notice.\n        legacyHrefs: ['/contacts'],\n        // Sections as ROUTES (AGL-2595): each is a real URL the shell\n        // resolves and gates, so the page mounts the one being read and a\n        // bare `/crm` lands on the first. Every section inherits this\n        // item's `release_crm` gate.\n        sections: CRM_CONSOLE_SECTIONS,\n        navTabId: 'nav-tab-contacts',\n        icon: { path: mdiCardAccountDetailsOutline.path },\n        header: {\n          title: 'CRM',\n          icon: { path: mdiCardAccountDetailsOutline.path },\n          docsTopic: 'crm',\n        },\n        Component: CrmConsolePage,\n      },\n    ],\n  })\n}\n"],"names":["Aglyn","mdiCardAccountDetailsOutline","lazy","CRM_CONSOLE_SECTIONS","CrmGlanceCard","BUNDLE_ID","withCrmOrgMount","registerCrmRecordRoutes","CRM_SEARCH_SOURCES","registerPluginZone","CRM_RECORD_ATTRIBUTION_ZONE","CRM_RECORD_BOOKING_ZONE","CrmConsolePage","FormContactFieldsCard","CrmTasksDueCard","registerCrmConsole","zone","label","surface","layout","description","pluginId","registerConsoleExtension","displayName","permission","featureFlag","searchSources","widgets","slot","widgetId","title","Component","CONSOLE_WIDGET_SLOTS","hostDashboard","orgDashboard","navItems","href","legacyHrefs","sections","navTabId","icon","path","header","docsTopic"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,YAAYA,WAAW,eAAc;AACrC,SAASC,4BAA4B,QAAQ,yBAAwB;AACrE,SAASC,IAAI,QAAQ,QAAO;AAC5B,SAASC,oBAAoB,QAAQ,uCAAmC;AACxE,SAASC,aAAa,QAAQ,kCAA8B;AAC5D,SAASC,SAAS,QAAQ,+BAA2B;AACrD,SAASC,eAAe,QAAQ,+BAA2B;AAC3D,SAASC,uBAAuB,QAAQ,+BAA2B;AACnE,SAASC,kBAAkB,QAAQ,gCAA4B;AAC/D,SAASC,kBAAkB,QAAQ,2CAA0C;AAC7E,SAASC,2BAA2B,QAAQ,uCAAmC;AAC/E,SAASC,uBAAuB,QAAQ,mCAA+B;AAEvE,oDAAoD,GACpD,MAAMC,iBAAiBV,KACrB,IAAM,MAAM,CAAC;AAEf,iFAAiF,GACjF,2EAA2E,GAC3E,MAAMW,wBAAwBX,KAC5B,IAAM,MAAM,CAAC;AAGf,MAAMY,kBAAkBZ,KACtB,IAAM,MAAM,CAAC;AAGf;;;;;;;;;;;;;;CAcC,GACD,OAAO,SAASa;IACdR;IACAE,mBACE;QACEO,MAAML;QACNM,OAAO;QACPC,SAAS;QACT,sEAAsE;QACtE,uEAAuE;QACvEC,QAAQ;QACRC,aACE;IACJ,GACA;QAAEC,UAAUhB;IAAU;IAExBI,mBACE;QACEO,MAAMN;QACNO,OAAO;QACPC,SAAS;QACTE,aACE;IACJ,GACA;QAAEC,UAAUhB;IAAU;IAExBL,MAAMsB,wBAAwB,CAAC;QAC7BD,UAAUhB;QACVkB,aAAa;QACb;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;KAgCC,GACDC,YAAY;QACZ;;;;;;;;;;KAUC,GACDC,aAAa;QACb,mEAAmE;QACnEC,eAAelB;QACf;;;;;;;;;;;;;;;;;;;;;KAqBC,GACDmB,SAAS;YACP,sEAAsE;YACtE,gEAAgE;YAChE,sEAAsE;YACtE,UAAU;YACV;gBACEC,MAAM;gBACNC,UAAU;gBACVC,OAAO;gBACP,kEAAkE;gBAClE,kDAAkD;gBAClDL,aAAa;gBACbM,WAAWlB;YACb;YACA;gBACEe,MAAM5B,MAAMgC,oBAAoB,CAACC,aAAa;gBAC9CJ,UAAU;gBACVC,OAAO;gBACPL,aAAa;gBACbM,WAAWjB;YACb;YACA;gBACEc,MAAM5B,MAAMgC,oBAAoB,CAACC,aAAa;gBAC9CJ,UAAU;gBACVC,OAAO;gBACPL,aAAa;gBACbM,WAAW3B;YACb;YACA;gBACEwB,MAAM5B,MAAMgC,oBAAoB,CAACE,YAAY;gBAC7CL,UAAU;gBACVC,OAAO;gBACPL,aAAa;gBACbM,WAAWzB,gBAAgBQ;YAC7B;YACA;gBACEc,MAAM5B,MAAMgC,oBAAoB,CAACE,YAAY;gBAC7CL,UAAU;gBACVC,OAAO;gBACPL,aAAa;gBACbM,WAAWzB,gBAAgBF;YAC7B;SACD;QACD+B,UAAU;YACR;gBACElB,OAAO;gBACPmB,MAAM;gBACN,iEAAiE;gBACjE,kEAAkE;gBAClE,sDAAsD;gBACtDC,aAAa;oBAAC;iBAAY;gBAC1B,8DAA8D;gBAC9D,kEAAkE;gBAClE,8DAA8D;gBAC9D,6BAA6B;gBAC7BC,UAAUnC;gBACVoC,UAAU;gBACVC,MAAM;oBAAEC,MAAMxC,6BAA6BwC,IAAI;gBAAC;gBAChDC,QAAQ;oBACNZ,OAAO;oBACPU,MAAM;wBAAEC,MAAMxC,6BAA6BwC,IAAI;oBAAC;oBAChDE,WAAW;gBACb;gBACAZ,WAAWnB;YACb;SACD;IACH;AACF"}
+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/plugin.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 { mdiCardAccountDetailsOutline } from '@aglyn/shared-data-mdi'\nimport { lazy } from 'react'\nimport { CRM_CONSOLE_SECTIONS } from './components/crm-console-sections'\nimport { CrmGlanceCard } from './components/crm-glance-card'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport { withCrmOrgMount } from './hooks/use-crm-org-mount'\nimport { registerCrmRecordRoutes } from './model/crm-record-routes'\nimport { CRM_SEARCH_SOURCES } from './model/crm-search-sources'\nimport { registerPluginZone } from '@aglyn/aglyn/plugin-manager/plugin-zones'\nimport { CRM_RECORD_ATTRIBUTION_ZONE } from './components/crm-attribution-zone'\nimport { CRM_RECORD_BOOKING_ZONE } from './components/crm-booking-zone'\n\n/** Code-split: the CRM hub only loads when opened. */\nconst CrmConsolePage = lazy(\n  () => import('./components/crm-console-page'),\n)\n/** The dashboard glance, split the same way: it loads where the slot mounts it. */\n/** Where a form's fields save on a contact, drawn on the form's own page. */\nconst FormContactFieldsCard = lazy(\n  () => import('./components/form-contact-fields-card'),\n)\n\nconst CrmTasksDueCard = lazy(\n  () => import('./components/crm-tasks-due-card'),\n)\n\n/**\n * CRM feature plugin (AGL-395, the hub since AGL-2595). Console-only — its\n * records live in Firestore and have no canvas element, so there is no UI\n * bundle. The console half declares the CRM nav + hub through the\n * ConsoleExtension registry (release_crm gate via the nav tab); the\n * contacts section reads the `contactsPerHost` quota off the shell-passed\n * `org`.\n *\n * The plugin id is `crm` (AGL-2595). It was `contacts` while the surface was\n * one list; the id is persisted in every org's `enabledPlugins` and every\n * host's `disabledPlugins`, so the runtime read the old value as this one\n * until the stored documents had been rewritten, and the alias was retired\n * once that backfill reported nothing left (AGL-2614). The `/contacts`\n * address is a URL, not a stored id, and the nav item keeps redirecting it.\n */\nexport function registerCrmConsole(): void {\n  registerCrmRecordRoutes()\n  registerPluginZone(\n    {\n      zone: CRM_RECORD_BOOKING_ZONE,\n      label: 'Book a meeting from a CRM record',\n      surface: 'console',\n      // One control in a record header's row of actions, and one beside the\n      // composer's fields: the page lays them out, so the zone adds nothing.\n      layout: 'bare',\n      description:\n        'In a record’s header and beside the one-to-one composer. A widget here offers the site’s bookable services and the link a visitor books one at; it is handed the site, the record and, from the composer, a way to insert the chosen link. It writes nothing.',\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  registerPluginZone(\n    {\n      zone: CRM_RECORD_ATTRIBUTION_ZONE,\n      label: 'Where a CRM record came from',\n      surface: 'console',\n      description:\n        'On a contact’s page and in a lead’s history. A widget here says which campaign or link brought the person; it is handed the site, what the record is and its id, and it writes nothing.',\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  Aglyn.registerConsoleExtension({\n    pluginId: BUNDLE_ID,\n    displayName: 'CRM',\n    /*\n     * WHO may open the CRM, declared so the shell enforces it.\n     *\n     * `navTabId` below is a release flag, not authorization: it says whether\n     * the surface has shipped, and `FeatureGate` reads it as\n     * `released || isStaff`. Nothing above this page decided who among a\n     * workspace's members may read it, and the page is a full editor over\n     * org-shared people data — names, addresses, order history, notes,\n     * consent, and a CSV export of all of it.\n     *\n     * `data.manage` rather than a key of this plugin's own, because it is\n     * the catalog key whose subject is exactly this data. The Firestore\n     * rules place contacts in the org-shared data block with datasets and\n     * gate writes on `canWriteOrgData()` — owner, admin, editor — which is\n     * the population `data.manage` defaults to, so the console gate and the\n     * rules agree on the built-in roles by construction. A custom role or a\n     * per-member override then narrows the console further, and the rules\n     * stay the boundary for the data itself.\n     *\n     * Minting a `contacts.*` key instead would advertise a control that does\n     * not exist. Console contact writes are client-direct against the rules,\n     * so a new key would have no server enforcement point to sit on, and a\n     * permission a customer can untick that changes nothing is worse than\n     * its absence.\n     *\n     * A SITE COLLABORATOR holding it reaches this page deliberately. They\n     * are a real org member document, so this gate is the first thing that\n     * has ever asked about them here — and the answer is yes, scoped: the\n     * listener filters on `visibleTo`, the rules prove the same predicate\n     * per document, and every field the page shows is read through the\n     * viewing group's own facet. Refusing them outright would delete a\n     * shipped capability rather than close a hole.\n     */\n    permission: 'data.manage',\n    /*\n     * WHAT the workspace must have bought (AGL-2851). The CRM is included\n     * from Starter and a Free workspace has none of it, so the flag is\n     * declared once, here, and the shell refuses every surface this\n     * registers on a plan without it: the hub body at both mounts, every\n     * section and record beneath it, drawn locked beside the upgrade notice,\n     * and the dashboard cards. The nav tab stays, as every plan-locked tab\n     * does, because it is the way to that notice. The CRM's routes, `/v1`\n     * and the Firestore rules ask the same question where the data is\n     * (`server/suite-gate.ts`).\n     */\n    featureFlag: 'crm',\n    // What the console's search finds here, under the two gates above.\n    searchSources: CRM_SEARCH_SOURCES,\n    /*\n     * Dashboard cards (AGL-2599, AGL-2604): the site dashboard's `hostDashboard`\n     * slot composes this extension's permission over each, so a card appears\n     * only where the CRM is enabled and only for a reader who may open it —\n     * registered here rather than imported by the dashboard so the shell's\n     * enablement and entitlement gate decides whether a site that never turned\n     * the CRM on sees them, the rule every card on that row follows. The tasks\n     * card is a glance at the reader's own overdue and due-today work and\n     * renders nothing on a workspace that has never made a task; the glance\n     * card is four server-counted figures, each a link into the hub.\n     *\n     * Both name `features.crm`, as the extension does (AGL-2611, AGL-2851):\n     * the slot composes the two, so a plan without the CRM gets neither card\n     * — absent, not upsold, the treatment every gated card gets.\n     *\n     * The same two cards again on the organization's `orgDashboard` slot\n     * (AGL-2636) — the org's sites page — under the same flag, with the same\n     * ids: the id names the card, and it is one card totaling the whole\n     * organization there instead of one site. The shell hands that slot the\n     * org mount as a prop, and `withCrmOrgMount` is what puts the mount's\n     * provider around each card, since the sites page cannot import one.\n     */\n    widgets: [\n      // Which contact field each of a form's fields saves to, on the form's\n      // own page. The forms plugin hosts the zone and writes the form\n      // document; what a contact's fields ARE is this plugin's, so the card\n      // is too.\n      {\n        slot: 'formContactFields',\n        widgetId: 'crm-form-contact-fields',\n        title: 'Saves to contact fields',\n        // A contact's custom fields are part of the suite, so a workspace\n        // without it has none to map a form's field onto.\n        featureFlag: 'crm',\n        Component: FormContactFieldsCard,\n      },\n      {\n        slot: Aglyn.CONSOLE_WIDGET_SLOTS.hostDashboard,\n        widgetId: 'crm-tasks-due',\n        title: 'Tasks due',\n        featureFlag: 'crm',\n        Component: CrmTasksDueCard,\n      },\n      {\n        slot: Aglyn.CONSOLE_WIDGET_SLOTS.hostDashboard,\n        widgetId: 'crm-glance',\n        title: 'CRM at a glance',\n        featureFlag: 'crm',\n        Component: CrmGlanceCard,\n      },\n      {\n        slot: Aglyn.CONSOLE_WIDGET_SLOTS.orgDashboard,\n        widgetId: 'crm-tasks-due',\n        title: 'Tasks due',\n        featureFlag: 'crm',\n        Component: withCrmOrgMount(CrmTasksDueCard),\n      },\n      {\n        slot: Aglyn.CONSOLE_WIDGET_SLOTS.orgDashboard,\n        widgetId: 'crm-glance',\n        title: 'CRM at a glance',\n        featureFlag: 'crm',\n        Component: withCrmOrgMount(CrmGlanceCard),\n      },\n    ],\n    navItems: [\n      {\n        label: 'CRM',\n        href: '/crm',\n        // The address the surface had while it was one list. A link kept\n        // from then — a bookmark, a docs page, an email — still opens the\n        // hub rather than the shell's \"not available\" notice.\n        legacyHrefs: ['/contacts'],\n        // Sections as ROUTES (AGL-2595): each is a real URL the shell\n        // resolves and gates, so the page mounts the one being read and a\n        // bare `/crm` lands on the first. Every section inherits this\n        // item's `release_crm` gate.\n        sections: CRM_CONSOLE_SECTIONS,\n        navTabId: 'nav-tab-contacts',\n        icon: { path: mdiCardAccountDetailsOutline.path },\n        header: {\n          title: 'CRM',\n          icon: { path: mdiCardAccountDetailsOutline.path },\n          docsTopic: 'crm',\n        },\n        Component: CrmConsolePage,\n      },\n    ],\n    /*\n     * The ORGANIZATION's CRM hub (AGL-2630), at `/[orgSlug]/crm`: the same\n     * sections over every site at once, mounted with no site and the org's\n     * sites as `orgMount`. Its listeners carry no scope clause, so the\n     * shell's org route refuses a site collaborator on REACH before it asks\n     * the `data.manage` declared above; a permission alone, which a\n     * collaborator's role can carry, never opens it.\n     *\n     * It carries the SITE tab's id on purpose: `release_contacts` names\n     * `nav-tab-contacts`, so one flag holds both halves of the CRM, and the\n     * org half cannot ship while the site half is switched off. First among\n     * the organization's plugin tabs, beside Data, the org's other shared\n     * collection of records. The help opens the docs heading about this\n     * mount. Its old address, `/[orgSlug]/contacts`, is a console redirect\n     * (`consoleRedirects`), so it needs no `legacyHrefs` here.\n     */\n    orgNavItems: [\n      {\n        label: 'CRM',\n        href: '/crm',\n        sections: CRM_CONSOLE_SECTIONS,\n        navTabId: 'nav-tab-contacts',\n        tabOrder: -100,\n        icon: { path: mdiCardAccountDetailsOutline.path },\n        header: {\n          title: 'CRM',\n          icon: { path: mdiCardAccountDetailsOutline.path },\n          docsTopic: 'crm',\n          docsAnchor: '#at-the-organization-level',\n        },\n        Component: CrmConsolePage,\n      },\n    ],\n  })\n}\n"],"names":["Aglyn","mdiCardAccountDetailsOutline","lazy","CRM_CONSOLE_SECTIONS","CrmGlanceCard","BUNDLE_ID","withCrmOrgMount","registerCrmRecordRoutes","CRM_SEARCH_SOURCES","registerPluginZone","CRM_RECORD_ATTRIBUTION_ZONE","CRM_RECORD_BOOKING_ZONE","CrmConsolePage","FormContactFieldsCard","CrmTasksDueCard","registerCrmConsole","zone","label","surface","layout","description","pluginId","registerConsoleExtension","displayName","permission","featureFlag","searchSources","widgets","slot","widgetId","title","Component","CONSOLE_WIDGET_SLOTS","hostDashboard","orgDashboard","navItems","href","legacyHrefs","sections","navTabId","icon","path","header","docsTopic","orgNavItems","tabOrder","docsAnchor"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,YAAYA,WAAW,eAAc;AACrC,SAASC,4BAA4B,QAAQ,yBAAwB;AACrE,SAASC,IAAI,QAAQ,QAAO;AAC5B,SAASC,oBAAoB,QAAQ,uCAAmC;AACxE,SAASC,aAAa,QAAQ,kCAA8B;AAC5D,SAASC,SAAS,QAAQ,+BAA2B;AACrD,SAASC,eAAe,QAAQ,+BAA2B;AAC3D,SAASC,uBAAuB,QAAQ,+BAA2B;AACnE,SAASC,kBAAkB,QAAQ,gCAA4B;AAC/D,SAASC,kBAAkB,QAAQ,2CAA0C;AAC7E,SAASC,2BAA2B,QAAQ,uCAAmC;AAC/E,SAASC,uBAAuB,QAAQ,mCAA+B;AAEvE,oDAAoD,GACpD,MAAMC,iBAAiBV,KACrB,IAAM,MAAM,CAAC;AAEf,iFAAiF,GACjF,2EAA2E,GAC3E,MAAMW,wBAAwBX,KAC5B,IAAM,MAAM,CAAC;AAGf,MAAMY,kBAAkBZ,KACtB,IAAM,MAAM,CAAC;AAGf;;;;;;;;;;;;;;CAcC,GACD,OAAO,SAASa;IACdR;IACAE,mBACE;QACEO,MAAML;QACNM,OAAO;QACPC,SAAS;QACT,sEAAsE;QACtE,uEAAuE;QACvEC,QAAQ;QACRC,aACE;IACJ,GACA;QAAEC,UAAUhB;IAAU;IAExBI,mBACE;QACEO,MAAMN;QACNO,OAAO;QACPC,SAAS;QACTE,aACE;IACJ,GACA;QAAEC,UAAUhB;IAAU;IAExBL,MAAMsB,wBAAwB,CAAC;QAC7BD,UAAUhB;QACVkB,aAAa;QACb;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;KAgCC,GACDC,YAAY;QACZ;;;;;;;;;;KAUC,GACDC,aAAa;QACb,mEAAmE;QACnEC,eAAelB;QACf;;;;;;;;;;;;;;;;;;;;;KAqBC,GACDmB,SAAS;YACP,sEAAsE;YACtE,gEAAgE;YAChE,sEAAsE;YACtE,UAAU;YACV;gBACEC,MAAM;gBACNC,UAAU;gBACVC,OAAO;gBACP,kEAAkE;gBAClE,kDAAkD;gBAClDL,aAAa;gBACbM,WAAWlB;YACb;YACA;gBACEe,MAAM5B,MAAMgC,oBAAoB,CAACC,aAAa;gBAC9CJ,UAAU;gBACVC,OAAO;gBACPL,aAAa;gBACbM,WAAWjB;YACb;YACA;gBACEc,MAAM5B,MAAMgC,oBAAoB,CAACC,aAAa;gBAC9CJ,UAAU;gBACVC,OAAO;gBACPL,aAAa;gBACbM,WAAW3B;YACb;YACA;gBACEwB,MAAM5B,MAAMgC,oBAAoB,CAACE,YAAY;gBAC7CL,UAAU;gBACVC,OAAO;gBACPL,aAAa;gBACbM,WAAWzB,gBAAgBQ;YAC7B;YACA;gBACEc,MAAM5B,MAAMgC,oBAAoB,CAACE,YAAY;gBAC7CL,UAAU;gBACVC,OAAO;gBACPL,aAAa;gBACbM,WAAWzB,gBAAgBF;YAC7B;SACD;QACD+B,UAAU;YACR;gBACElB,OAAO;gBACPmB,MAAM;gBACN,iEAAiE;gBACjE,kEAAkE;gBAClE,sDAAsD;gBACtDC,aAAa;oBAAC;iBAAY;gBAC1B,8DAA8D;gBAC9D,kEAAkE;gBAClE,8DAA8D;gBAC9D,6BAA6B;gBAC7BC,UAAUnC;gBACVoC,UAAU;gBACVC,MAAM;oBAAEC,MAAMxC,6BAA6BwC,IAAI;gBAAC;gBAChDC,QAAQ;oBACNZ,OAAO;oBACPU,MAAM;wBAAEC,MAAMxC,6BAA6BwC,IAAI;oBAAC;oBAChDE,WAAW;gBACb;gBACAZ,WAAWnB;YACb;SACD;QACD;;;;;;;;;;;;;;;KAeC,GACDgC,aAAa;YACX;gBACE3B,OAAO;gBACPmB,MAAM;gBACNE,UAAUnC;gBACVoC,UAAU;gBACVM,UAAU,CAAC;gBACXL,MAAM;oBAAEC,MAAMxC,6BAA6BwC,IAAI;gBAAC;gBAChDC,QAAQ;oBACNZ,OAAO;oBACPU,MAAM;wBAAEC,MAAMxC,6BAA6BwC,IAAI;oBAAC;oBAChDE,WAAW;oBACXG,YAAY;gBACd;gBACAf,WAAWnB;YACb;SACD;IACH;AACF"}

package/src/lib/server/api-v1/crm-leads.js

@@ -85,6 +85,7 @@ import { CRM_ID_MAX, CRM_LABEL_MAX, CRM_TEXT_MAX, CRM_TITLE_MAX, crmCustomUpdate
  * constant they never asked for throws at import in every one of them.
  */ const LEAD_PATCH_STATUSES = [
     'new',
+    'nurturing',
     'working',
     'unqualified'
 ];