@aglyn/plugins-crm 1.0.0-beta.220 → 1.0.0-beta.222

package/src/lib/model/lead-source-direction.js

@@ -0,0 +1,52 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ import { CRM_LEAD_SOURCE_PICKLIST, crmPicklistDefinition, crmPicklistValueByLabel, effectiveCrmLeadSourcePicklist } from "@aglyn/aglyn/app-utils/crm";
+export const LEAD_SOURCE_DIRECTIONS = [
+    'inbound',
+    'outbound'
+];
+/** How each direction reads, from the picklist's own group labels. */ export const LEAD_SOURCE_DIRECTION_LABELS = {
+    inbound: groupLabel('inbound', 'Inbound'),
+    outbound: groupLabel('outbound', 'Outbound')
+};
+/** A lead with no lead source, or one in no group. */ export const LEAD_SOURCE_UNSPECIFIED_LABEL = 'Unspecified';
+function groupLabel(id, fallback) {
+    var _ref, _ref1;
+    var _crmPicklistDefinition, _groups_find;
+    const groups = (_ref = (_crmPicklistDefinition = crmPicklistDefinition(CRM_LEAD_SOURCE_PICKLIST)) == null ? void 0 : _crmPicklistDefinition.groups) != null ? _ref : [];
+    return (_ref1 = (_groups_find = groups.find((group)=>group.id === id)) == null ? void 0 : _groups_find.label) != null ? _ref1 : fallback;
+}
+export function isLeadSourceDirection(value) {
+    return LEAD_SOURCE_DIRECTIONS.includes(value);
+}
+/**
+ * The direction a lead source label has in `picklist` — `null` for no label,
+ * a value in no group, or a label the list does not hold.
+ */ export function leadSourceDirectionOf(picklist, label) {
+    var _crmPicklistValueByLabel;
+    const group = (_crmPicklistValueByLabel = crmPicklistValueByLabel(picklist, label)) == null ? void 0 : _crmPicklistValueByLabel.group;
+    return isLeadSourceDirection(group) ? group : null;
+}
+/**
+ * Every label in `picklist` whose value is in `direction` — the inactive
+ * ones too, since a record keeps a value after it is deactivated and a
+ * direction asked of the records must still find it.
+ */ export function leadSourceLabelsOfDirection(picklist, direction) {
+    return picklist.values.filter((value)=>value.group === direction).map((value)=>value.label);
+}
+/** The standard values alone — the answer before an organization's own list is read. */ export const STANDARD_LEAD_SOURCES = effectiveCrmLeadSourcePicklist(null);
+
+//# sourceMappingURL=lead-source-direction.js.map

package/src/lib/model/lead-source-direction.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-source-direction.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  CRM_LEAD_SOURCE_PICKLIST,\n  type CrmPicklist,\n  crmPicklistDefinition,\n  crmPicklistValueByLabel,\n  effectiveCrmLeadSourcePicklist,\n} from '@aglyn/aglyn/app-utils/crm'\n\n/*==========================================\n * A LEAD SOURCE'S DIRECTION (AGL-3511).\n *\n * Every lead source value sits in a group of the Lead source picklist —\n * Inbound for a person who came to the organization, Outbound for one the\n * organization went to — or in none. The direction is never stored on a\n * record: a record stores the label, and the label's group is read off the\n * organization's list when it is asked, so moving a value between groups\n * moves every record that holds it — in a filter, a sharing rule and the\n * Lead sources report alike.\n *=========================================*/\n\n/** The directions a lead source can have: the Lead source picklist's groups. */\nexport type LeadSourceDirection = 'inbound' | 'outbound'\n\nexport const LEAD_SOURCE_DIRECTIONS: readonly LeadSourceDirection[] = ['inbound', 'outbound']\n\n/** How each direction reads, from the picklist's own group labels. */\nexport const LEAD_SOURCE_DIRECTION_LABELS: Readonly<Record<LeadSourceDirection, string>> = {\n  inbound: groupLabel('inbound', 'Inbound'),\n  outbound: groupLabel('outbound', 'Outbound'),\n}\n\n/** A lead with no lead source, or one in no group. */\nexport const LEAD_SOURCE_UNSPECIFIED_LABEL = 'Unspecified'\n\nfunction groupLabel(id: LeadSourceDirection, fallback: string): string {\n  const groups = crmPicklistDefinition(CRM_LEAD_SOURCE_PICKLIST)?.groups ?? []\n  return groups.find((group) => group.id === id)?.label ?? fallback\n}\n\nexport function isLeadSourceDirection(value: unknown): value is LeadSourceDirection {\n  return (LEAD_SOURCE_DIRECTIONS as readonly unknown[]).includes(value)\n}\n\n/**\n * The direction a lead source label has in `picklist` — `null` for no label,\n * a value in no group, or a label the list does not hold.\n */\nexport function leadSourceDirectionOf(\n  picklist: CrmPicklist,\n  label: unknown,\n): LeadSourceDirection | null {\n  const group = crmPicklistValueByLabel(picklist, label)?.group\n  return isLeadSourceDirection(group) ? group : null\n}\n\n/**\n * Every label in `picklist` whose value is in `direction` — the inactive\n * ones too, since a record keeps a value after it is deactivated and a\n * direction asked of the records must still find it.\n */\nexport function leadSourceLabelsOfDirection(\n  picklist: CrmPicklist,\n  direction: LeadSourceDirection,\n): string[] {\n  return picklist.values.filter((value) => value.group === direction).map((value) => value.label)\n}\n\n/** The standard values alone — the answer before an organization's own list is read. */\nexport const STANDARD_LEAD_SOURCES: CrmPicklist = effectiveCrmLeadSourcePicklist(null)\n"],"names":["CRM_LEAD_SOURCE_PICKLIST","crmPicklistDefinition","crmPicklistValueByLabel","effectiveCrmLeadSourcePicklist","LEAD_SOURCE_DIRECTIONS","LEAD_SOURCE_DIRECTION_LABELS","inbound","groupLabel","outbound","LEAD_SOURCE_UNSPECIFIED_LABEL","id","fallback","groups","find","group","label","isLeadSourceDirection","value","includes","leadSourceDirectionOf","picklist","leadSourceLabelsOfDirection","direction","values","filter","map","STANDARD_LEAD_SOURCES"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,wBAAwB,EAExBC,qBAAqB,EACrBC,uBAAuB,EACvBC,8BAA8B,QACzB,6BAA4B;AAiBnC,OAAO,MAAMC,yBAAyD;IAAC;IAAW;CAAW,CAAA;AAE7F,oEAAoE,GACpE,OAAO,MAAMC,+BAA8E;IACzFC,SAASC,WAAW,WAAW;IAC/BC,UAAUD,WAAW,YAAY;AACnC,EAAC;AAED,oDAAoD,GACpD,OAAO,MAAME,gCAAgC,cAAa;AAE1D,SAASF,WAAWG,EAAuB,EAAEC,QAAgB;;QAC5CV,wBACRW;IADP,MAAMA,kBAASX,yBAAAA,sBAAsBD,8CAAtBC,uBAAiDW,MAAM,mBAAI,EAAE;IAC5E,iBAAOA,eAAAA,OAAOC,IAAI,CAAC,CAACC,QAAUA,MAAMJ,EAAE,KAAKA,wBAApCE,aAAyCG,KAAK,oBAAIJ;AAC3D;AAEA,OAAO,SAASK,sBAAsBC,KAAc;IAClD,OAAO,AAACb,uBAA8Cc,QAAQ,CAACD;AACjE;AAEA;;;CAGC,GACD,OAAO,SAASE,sBACdC,QAAqB,EACrBL,KAAc;QAEAb;IAAd,MAAMY,SAAQZ,2BAAAA,wBAAwBkB,UAAUL,2BAAlCb,yBAA0CY,KAAK;IAC7D,OAAOE,sBAAsBF,SAASA,QAAQ;AAChD;AAEA;;;;CAIC,GACD,OAAO,SAASO,4BACdD,QAAqB,EACrBE,SAA8B;IAE9B,OAAOF,SAASG,MAAM,CAACC,MAAM,CAAC,CAACP,QAAUA,MAAMH,KAAK,KAAKQ,WAAWG,GAAG,CAAC,CAACR,QAAUA,MAAMF,KAAK;AAChG;AAEA,sFAAsF,GACtF,OAAO,MAAMW,wBAAqCvB,+BAA+B,MAAK"}

package/src/lib/model/picklist-values.d.ts

@@ -0,0 +1,119 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { type CrmPicklist, type CrmPicklistDefinition, type CrmPicklistId, type CrmPicklistObject, type CrmPicklistValue } from '@aglyn/aglyn/app-utils/crm';
+/**
+ * A PICKLIST'S EDITS (AGL-3298, AGL-3510), as pure moves over a list.
+ *
+ * The Fields page applies the ones that touch only the list — add, reorder,
+ * sort, activate, deactivate, group, default — as one client write of the
+ * whole document. The two that change what RECORDS hold — a rename and a
+ * delete with its replacement — go to `crm/picklist-values`, which rewrites
+ * the list and every record the definition's targets name in one request;
+ * this module is where both sides agree what each move does.
+ *
+ * Each move that depends on the field takes its definition: a standard
+ * value cannot be deleted, an added value's id is minted clear of every
+ * standard id, and on a definition with meanings a delete's replacement
+ * must mean the same.
+ */
+/** The route the two record-changing moves are posted to. */
+export declare const CRM_PICKLIST_VALUES_ROUTE: "crm/picklist-values";
+/**
+ * The lead source's own address for the same route, from before every
+ * picklist shared one; a request to it needs no `picklistId`.
+ */
+export declare const CRM_LEAD_SOURCE_VALUES_ROUTE: "crm/lead-source-values";
+export declare const crmPicklistValuesRouteUrl: () => string;
+/** The record-changing move a request asks for. */
+export type PicklistValuesAction = {
+    action: 'rename';
+    valueId: string;
+    label: string;
+} | {
+    action: 'delete';
+    valueId: string;
+    /** An active value's label the records move to, or `null` to clear them. */
+    replaceWith: string | null;
+};
+/** What the route is asked. `hostId` or `orgId` names the org, as every CRM route's scope does. */
+export type PicklistValuesRequest = {
+    hostId?: string | null;
+    orgId?: string;
+    picklistId: CrmPicklistId;
+} & PicklistValuesAction;
+/** What the route answers. */
+export interface PicklistValuesResponse {
+    ok: true;
+    /**
+     * How many records each target object had rewritten. A contact counts
+     * once per FACET rewritten — one per holder that held the old label, so
+     * a person two sites both filed under it counts twice.
+     */
+    updated: Partial<Record<CrmPicklistObject, number>>;
+}
+/** Why a move is refused, in the sentence the page shows. */
+export type PicklistMove = {
+    ok: true;
+    picklist: CrmPicklist;
+} | {
+    ok: false;
+    error: string;
+};
+/**
+ * Append an added value. On a definition with groups it is filed under
+ * `group` (or none); on one with meanings it must name one.
+ */
+export declare function addPicklistValue(definition: CrmPicklistDefinition, picklist: CrmPicklist, rawLabel: string, options?: {
+    group?: string | null;
+    meaning?: string | null;
+}): PicklistMove;
+/** Rename a value, keeping its id — the list half of the route's rename. */
+export declare function renamePicklistValue(picklist: CrmPicklist, valueId: string, rawLabel: string): PicklistMove;
+/**
+ * Remove an added value — the list half of the route's delete. A standard
+ * value is refused: every org has it, so it can be deactivated and not
+ * removed. The replacement, when there is one, must be another ACTIVE
+ * value — records are not moved onto a value the pickers no longer offer —
+ * and, on a definition with meanings, one of the SAME meaning, so a record
+ * never changes what it means by losing a label. A default that named the
+ * deleted value is cleared.
+ */
+export declare function deletePicklistValue(definition: CrmPicklistDefinition, picklist: CrmPicklist, valueId: string, replaceWith: string | null): PicklistMove;
+/**
+ * How a meaning reads on screen: the definition's own label for it (lead
+ * status's "Nurturing"), else the label of the one standard value that
+ * carries it (a task's "Completed", "To-do"), else the meaning capitalized
+ * ("Open").
+ */
+export declare function picklistMeaningLabel(definition: CrmPicklistDefinition, meaning: string): string;
+/** The meanings an org-added value may take: every one but those the platform reserves. */
+export declare function picklistAddableMeanings(definition: CrmPicklistDefinition): string[];
+/**
+ * The values a deleted value's records may move to: every other active
+ * value, of the same meaning on a definition with meanings.
+ */
+export declare function picklistReplacements(definition: CrmPicklistDefinition, picklist: CrmPicklist, valueId: string): CrmPicklistValue[];
+/** Turn a value on or off. Deactivating the default clears the default. */
+export declare function setPicklistValueActive(picklist: CrmPicklist, valueId: string, active: boolean): CrmPicklist;
+/** File a value under one of the definition's groups, or none with `null`. */
+export declare function setPicklistValueGroup(definition: CrmPicklistDefinition, picklist: CrmPicklist, valueId: string, group: string | null): CrmPicklist;
+/** Make a value the default for new records, or clear the default with `null`. */
+export declare function setPicklistDefault(picklist: CrmPicklist, valueId: string | null): CrmPicklist;
+/** Move the value at `from` to `to`, the drag and the arrows alike. */
+export declare function movePicklistValue(picklist: CrmPicklist, from: number, to: number): CrmPicklist;
+/** Every value in A–Z order by label, as Salesforce's "Sort alphabetically" does. */
+export declare function sortPicklistValues(picklist: CrmPicklist): CrmPicklist;

package/src/lib/model/picklist-values.js

@@ -0,0 +1,256 @@
+import { _ as _extends } from "@swc/helpers/_/_extends";
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ import { CRM_PICKLIST_VALUES_MAX, crmPicklistValueByLabel, crmPicklistValueId, normalizeCrmPicklistLabel } from "@aglyn/aglyn/app-utils/crm";
+import { isStandardPicklistValueId } from "@aglyn/aglyn/app-utils/picklists";
+/**
+ * A PICKLIST'S EDITS (AGL-3298, AGL-3510), as pure moves over a list.
+ *
+ * The Fields page applies the ones that touch only the list — add, reorder,
+ * sort, activate, deactivate, group, default — as one client write of the
+ * whole document. The two that change what RECORDS hold — a rename and a
+ * delete with its replacement — go to `crm/picklist-values`, which rewrites
+ * the list and every record the definition's targets name in one request;
+ * this module is where both sides agree what each move does.
+ *
+ * Each move that depends on the field takes its definition: a standard
+ * value cannot be deleted, an added value's id is minted clear of every
+ * standard id, and on a definition with meanings a delete's replacement
+ * must mean the same.
+ */ /** The route the two record-changing moves are posted to. */ export const CRM_PICKLIST_VALUES_ROUTE = 'crm/picklist-values';
+/**
+ * The lead source's own address for the same route, from before every
+ * picklist shared one; a request to it needs no `picklistId`.
+ */ export const CRM_LEAD_SOURCE_VALUES_ROUTE = 'crm/lead-source-values';
+export const crmPicklistValuesRouteUrl = ()=>`/api/${CRM_PICKLIST_VALUES_ROUTE}`;
+const DUPLICATE = (label)=>`“${label}” is already in the list.`;
+/**
+ * Append an added value. On a definition with groups it is filed under
+ * `group` (or none); on one with meanings it must name one.
+ */ export function addPicklistValue(definition, picklist, rawLabel, options = {}) {
+    var _definition_meanings, _options_meaning, _options_meaning1, _definition_groups;
+    var _definition_reservedMeanings;
+    const label = normalizeCrmPicklistLabel(rawLabel);
+    if (!label) return {
+        ok: false,
+        error: 'Enter a name for the value.'
+    };
+    const existing = crmPicklistValueByLabel(picklist, label);
+    if (existing) {
+        return {
+            ok: false,
+            error: existing.active ? DUPLICATE(existing.label) : `“${existing.label}” is in the list, inactive — activate it instead.`
+        };
+    }
+    if (picklist.values.length >= CRM_PICKLIST_VALUES_MAX) {
+        return {
+            ok: false,
+            error: `A list holds at most ${CRM_PICKLIST_VALUES_MAX} values.`
+        };
+    }
+    const meanings = (_definition_meanings = definition.meanings) != null ? _definition_meanings : [];
+    if (meanings.length && !meanings.includes((_options_meaning = options.meaning) != null ? _options_meaning : '')) {
+        return {
+            ok: false,
+            error: 'Pick what the value means.'
+        };
+    }
+    if ((_definition_reservedMeanings = definition.reservedMeanings) == null ? void 0 : _definition_reservedMeanings.includes((_options_meaning1 = options.meaning) != null ? _options_meaning1 : '')) {
+        const name = picklistMeaningLabel(definition, options.meaning);
+        return {
+            ok: false,
+            error: `Only the platform sets ${name}; pick another meaning.`
+        };
+    }
+    const groups = (_definition_groups = definition.groups) != null ? _definition_groups : [];
+    const value = _extends({
+        id: crmPicklistValueId(label, [
+            ...picklist.values.map((entry)=>entry.id),
+            ...definition.standardValues.map((entry)=>entry.id)
+        ]),
+        label,
+        active: true
+    }, groups.length ? {
+        group: groups.some((group)=>group.id === options.group) ? options.group : null
+    } : {}, meanings.length ? {
+        meaning: options.meaning
+    } : {});
+    return {
+        ok: true,
+        picklist: _extends({}, picklist, {
+            values: [
+                ...picklist.values,
+                value
+            ]
+        })
+    };
+}
+/** Rename a value, keeping its id — the list half of the route's rename. */ export function renamePicklistValue(picklist, valueId, rawLabel) {
+    const label = normalizeCrmPicklistLabel(rawLabel);
+    if (!label) return {
+        ok: false,
+        error: 'Enter a name for the value.'
+    };
+    if (!picklist.values.some((value)=>value.id === valueId)) {
+        return {
+            ok: false,
+            error: 'That value is no longer in the list.'
+        };
+    }
+    const clash = crmPicklistValueByLabel(picklist, label);
+    if (clash && clash.id !== valueId) return {
+        ok: false,
+        error: DUPLICATE(clash.label)
+    };
+    return {
+        ok: true,
+        picklist: _extends({}, picklist, {
+            values: picklist.values.map((value)=>value.id === valueId ? _extends({}, value, {
+                    label
+                }) : value)
+        })
+    };
+}
+/**
+ * Remove an added value — the list half of the route's delete. A standard
+ * value is refused: every org has it, so it can be deactivated and not
+ * removed. The replacement, when there is one, must be another ACTIVE
+ * value — records are not moved onto a value the pickers no longer offer —
+ * and, on a definition with meanings, one of the SAME meaning, so a record
+ * never changes what it means by losing a label. A default that named the
+ * deleted value is cleared.
+ */ export function deletePicklistValue(definition, picklist, valueId, replaceWith) {
+    var _definition_meanings;
+    const value = picklist.values.find((entry)=>entry.id === valueId);
+    if (!value) return {
+        ok: false,
+        error: 'That value is no longer in the list.'
+    };
+    if (isStandardPicklistValueId(definition, valueId)) {
+        return {
+            ok: false,
+            error: `“${value.label}” is a standard value and cannot be deleted. Deactivate it instead.`
+        };
+    }
+    // On a definition with meanings a record's meaning must survive the
+    // delete, so its label moves to another value of that meaning — never off.
+    if (replaceWith === null && ((_definition_meanings = definition.meanings) == null ? void 0 : _definition_meanings.length)) {
+        return {
+            ok: false,
+            error: `Pick a value that means the same as “${value.label}” to move its records to.`
+        };
+    }
+    if (replaceWith !== null) {
+        var _target_meaning, _value_meaning;
+        var _definition_meanings1;
+        const target = crmPicklistValueByLabel(picklist, replaceWith);
+        if (!target || target.id === valueId || !target.active) {
+            return {
+                ok: false,
+                error: 'Pick an active value to move its records to, or none.'
+            };
+        }
+        if (((_definition_meanings1 = definition.meanings) == null ? void 0 : _definition_meanings1.length) && ((_target_meaning = target.meaning) != null ? _target_meaning : null) !== ((_value_meaning = value.meaning) != null ? _value_meaning : null)) {
+            return {
+                ok: false,
+                error: `Pick a value that means the same as “${value.label}” to move its records to.`
+            };
+        }
+    }
+    return {
+        ok: true,
+        picklist: {
+            values: picklist.values.filter((entry)=>entry.id !== valueId),
+            defaultValueId: picklist.defaultValueId === valueId ? null : picklist.defaultValueId
+        }
+    };
+}
+/**
+ * How a meaning reads on screen: the definition's own label for it (lead
+ * status's "Nurturing"), else the label of the one standard value that
+ * carries it (a task's "Completed", "To-do"), else the meaning capitalized
+ * ("Open").
+ */ export function picklistMeaningLabel(definition, meaning) {
+    var _definition_meaningLabels;
+    const own = (_definition_meaningLabels = definition.meaningLabels) == null ? void 0 : _definition_meaningLabels[meaning];
+    if (own) return own;
+    const holders = definition.standardValues.filter((value)=>value.meaning === meaning);
+    return holders.length === 1 && holders[0] ? holders[0].label : meaning.charAt(0).toUpperCase() + meaning.slice(1);
+}
+/** The meanings an org-added value may take: every one but those the platform reserves. */ export function picklistAddableMeanings(definition) {
+    var _definition_meanings;
+    return ((_definition_meanings = definition.meanings) != null ? _definition_meanings : []).filter((meaning)=>{
+        var _definition_reservedMeanings;
+        return !((_definition_reservedMeanings = definition.reservedMeanings) == null ? void 0 : _definition_reservedMeanings.includes(meaning));
+    });
+}
+/**
+ * The values a deleted value's records may move to: every other active
+ * value, of the same meaning on a definition with meanings.
+ */ export function picklistReplacements(definition, picklist, valueId) {
+    const deleted = picklist.values.find((entry)=>entry.id === valueId);
+    return picklist.values.filter((entry)=>{
+        var _entry_meaning, _ref;
+        var _definition_meanings;
+        return entry.active && entry.id !== valueId && (!((_definition_meanings = definition.meanings) == null ? void 0 : _definition_meanings.length) || ((_entry_meaning = entry.meaning) != null ? _entry_meaning : null) === ((_ref = deleted == null ? void 0 : deleted.meaning) != null ? _ref : null));
+    });
+}
+/** Turn a value on or off. Deactivating the default clears the default. */ export function setPicklistValueActive(picklist, valueId, active) {
+    return {
+        values: picklist.values.map((value)=>value.id === valueId ? _extends({}, value, {
+                active
+            }) : value),
+        defaultValueId: !active && picklist.defaultValueId === valueId ? null : picklist.defaultValueId
+    };
+}
+/** File a value under one of the definition's groups, or none with `null`. */ export function setPicklistValueGroup(definition, picklist, valueId, group) {
+    var _definition_groups;
+    const known = ((_definition_groups = definition.groups) == null ? void 0 : _definition_groups.some((entry)=>entry.id === group)) ? group : null;
+    return _extends({}, picklist, {
+        values: picklist.values.map((value)=>value.id === valueId ? _extends({}, value, {
+                group: known
+            }) : value)
+    });
+}
+/** Make a value the default for new records, or clear the default with `null`. */ export function setPicklistDefault(picklist, valueId) {
+    const value = picklist.values.find((entry)=>entry.id === valueId);
+    return _extends({}, picklist, {
+        defaultValueId: (value == null ? void 0 : value.active) ? value.id : null
+    });
+}
+/** Move the value at `from` to `to`, the drag and the arrows alike. */ export function movePicklistValue(picklist, from, to) {
+    const size = picklist.values.length;
+    if (from === to || from < 0 || to < 0 || from >= size || to >= size) return picklist;
+    const values = [
+        ...picklist.values
+    ];
+    const [moved] = values.splice(from, 1);
+    values.splice(to, 0, moved);
+    return _extends({}, picklist, {
+        values
+    });
+}
+/** Every value in A–Z order by label, as Salesforce's "Sort alphabetically" does. */ export function sortPicklistValues(picklist) {
+    return _extends({}, picklist, {
+        values: [
+            ...picklist.values
+        ].sort((a, b)=>a.label.localeCompare(b.label, undefined, {
+                sensitivity: 'base'
+            }))
+    });
+}
+
+//# sourceMappingURL=picklist-values.js.map

package/src/lib/model/picklist-values.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/picklist-values.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  type CrmPicklist,\n  type CrmPicklistDefinition,\n  type CrmPicklistId,\n  type CrmPicklistObject,\n  type CrmPicklistValue,\n  CRM_PICKLIST_VALUES_MAX,\n  crmPicklistValueByLabel,\n  crmPicklistValueId,\n  normalizeCrmPicklistLabel,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { isStandardPicklistValueId } from '@aglyn/aglyn/app-utils/picklists'\n\n/**\n * A PICKLIST'S EDITS (AGL-3298, AGL-3510), as pure moves over a list.\n *\n * The Fields page applies the ones that touch only the list — add, reorder,\n * sort, activate, deactivate, group, default — as one client write of the\n * whole document. The two that change what RECORDS hold — a rename and a\n * delete with its replacement — go to `crm/picklist-values`, which rewrites\n * the list and every record the definition's targets name in one request;\n * this module is where both sides agree what each move does.\n *\n * Each move that depends on the field takes its definition: a standard\n * value cannot be deleted, an added value's id is minted clear of every\n * standard id, and on a definition with meanings a delete's replacement\n * must mean the same.\n */\n\n/** The route the two record-changing moves are posted to. */\nexport const CRM_PICKLIST_VALUES_ROUTE = 'crm/picklist-values' as const\n\n/**\n * The lead source's own address for the same route, from before every\n * picklist shared one; a request to it needs no `picklistId`.\n */\nexport const CRM_LEAD_SOURCE_VALUES_ROUTE = 'crm/lead-source-values' as const\n\nexport const crmPicklistValuesRouteUrl = (): string => `/api/${CRM_PICKLIST_VALUES_ROUTE}`\n\n/** The record-changing move a request asks for. */\nexport type PicklistValuesAction =\n  | { action: 'rename'; valueId: string; label: string }\n  | {\n      action: 'delete'\n      valueId: string\n      /** An active value's label the records move to, or `null` to clear them. */\n      replaceWith: string | null\n    }\n\n/** What the route is asked. `hostId` or `orgId` names the org, as every CRM route's scope does. */\nexport type PicklistValuesRequest = {\n  hostId?: string | null\n  orgId?: string\n  picklistId: CrmPicklistId\n} & PicklistValuesAction\n\n/** What the route answers. */\nexport interface PicklistValuesResponse {\n  ok: true\n  /**\n   * How many records each target object had rewritten. A contact counts\n   * once per FACET rewritten — one per holder that held the old label, so\n   * a person two sites both filed under it counts twice.\n   */\n  updated: Partial<Record<CrmPicklistObject, number>>\n}\n\n/** Why a move is refused, in the sentence the page shows. */\nexport type PicklistMove = { ok: true; picklist: CrmPicklist } | { ok: false; error: string }\n\nconst DUPLICATE = (label: string) => `“${label}” is already in the list.`\n\n/**\n * Append an added value. On a definition with groups it is filed under\n * `group` (or none); on one with meanings it must name one.\n */\nexport function addPicklistValue(\n  definition: CrmPicklistDefinition,\n  picklist: CrmPicklist,\n  rawLabel: string,\n  options: { group?: string | null; meaning?: string | null } = {},\n): PicklistMove {\n  const label = normalizeCrmPicklistLabel(rawLabel)\n  if (!label) return { ok: false, error: 'Enter a name for the value.' }\n  const existing = crmPicklistValueByLabel(picklist, label)\n  if (existing) {\n    return {\n      ok: false,\n      error: existing.active\n        ? DUPLICATE(existing.label)\n        : `“${existing.label}” is in the list, inactive — activate it instead.`,\n    }\n  }\n  if (picklist.values.length >= CRM_PICKLIST_VALUES_MAX) {\n    return { ok: false, error: `A list holds at most ${CRM_PICKLIST_VALUES_MAX} values.` }\n  }\n  const meanings = definition.meanings ?? []\n  if (meanings.length && !meanings.includes(options.meaning ?? '')) {\n    return { ok: false, error: 'Pick what the value means.' }\n  }\n  if (definition.reservedMeanings?.includes(options.meaning ?? '')) {\n    const name = picklistMeaningLabel(definition, options.meaning as string)\n    return { ok: false, error: `Only the platform sets ${name}; pick another meaning.` }\n  }\n  const groups = definition.groups ?? []\n  const value: CrmPicklistValue = {\n    id: crmPicklistValueId(label, [\n      ...picklist.values.map((entry) => entry.id),\n      ...definition.standardValues.map((entry) => entry.id),\n    ]),\n    label,\n    active: true,\n    ...(groups.length\n      ? { group: groups.some((group) => group.id === options.group) ? (options.group as string) : null }\n      : {}),\n    ...(meanings.length ? { meaning: options.meaning as string } : {}),\n  }\n  return { ok: true, picklist: { ...picklist, values: [...picklist.values, value] } }\n}\n\n/** Rename a value, keeping its id — the list half of the route's rename. */\nexport function renamePicklistValue(\n  picklist: CrmPicklist,\n  valueId: string,\n  rawLabel: string,\n): PicklistMove {\n  const label = normalizeCrmPicklistLabel(rawLabel)\n  if (!label) return { ok: false, error: 'Enter a name for the value.' }\n  if (!picklist.values.some((value) => value.id === valueId)) {\n    return { ok: false, error: 'That value is no longer in the list.' }\n  }\n  const clash = crmPicklistValueByLabel(picklist, label)\n  if (clash && clash.id !== valueId) return { ok: false, error: DUPLICATE(clash.label) }\n  return {\n    ok: true,\n    picklist: {\n      ...picklist,\n      values: picklist.values.map((value) => (value.id === valueId ? { ...value, label } : value)),\n    },\n  }\n}\n\n/**\n * Remove an added value — the list half of the route's delete. A standard\n * value is refused: every org has it, so it can be deactivated and not\n * removed. The replacement, when there is one, must be another ACTIVE\n * value — records are not moved onto a value the pickers no longer offer —\n * and, on a definition with meanings, one of the SAME meaning, so a record\n * never changes what it means by losing a label. A default that named the\n * deleted value is cleared.\n */\nexport function deletePicklistValue(\n  definition: CrmPicklistDefinition,\n  picklist: CrmPicklist,\n  valueId: string,\n  replaceWith: string | null,\n): PicklistMove {\n  const value = picklist.values.find((entry) => entry.id === valueId)\n  if (!value) return { ok: false, error: 'That value is no longer in the list.' }\n  if (isStandardPicklistValueId(definition, valueId)) {\n    return {\n      ok: false,\n      error: `“${value.label}” is a standard value and cannot be deleted. Deactivate it instead.`,\n    }\n  }\n  // On a definition with meanings a record's meaning must survive the\n  // delete, so its label moves to another value of that meaning — never off.\n  if (replaceWith === null && definition.meanings?.length) {\n    return {\n      ok: false,\n      error: `Pick a value that means the same as “${value.label}” to move its records to.`,\n    }\n  }\n  if (replaceWith !== null) {\n    const target = crmPicklistValueByLabel(picklist, replaceWith)\n    if (!target || target.id === valueId || !target.active) {\n      return { ok: false, error: 'Pick an active value to move its records to, or none.' }\n    }\n    if (definition.meanings?.length && (target.meaning ?? null) !== (value.meaning ?? null)) {\n      return {\n        ok: false,\n        error: `Pick a value that means the same as “${value.label}” to move its records to.`,\n      }\n    }\n  }\n  return {\n    ok: true,\n    picklist: {\n      values: picklist.values.filter((entry) => entry.id !== valueId),\n      defaultValueId: picklist.defaultValueId === valueId ? null : picklist.defaultValueId,\n    },\n  }\n}\n\n/**\n * How a meaning reads on screen: the definition's own label for it (lead\n * status's \"Nurturing\"), else the label of the one standard value that\n * carries it (a task's \"Completed\", \"To-do\"), else the meaning capitalized\n * (\"Open\").\n */\nexport function picklistMeaningLabel(definition: CrmPicklistDefinition, meaning: string): string {\n  const own = definition.meaningLabels?.[meaning]\n  if (own) return own\n  const holders = definition.standardValues.filter((value) => value.meaning === meaning)\n  return holders.length === 1 && holders[0]\n    ? holders[0].label\n    : meaning.charAt(0).toUpperCase() + meaning.slice(1)\n}\n\n/** The meanings an org-added value may take: every one but those the platform reserves. */\nexport function picklistAddableMeanings(definition: CrmPicklistDefinition): string[] {\n  return (definition.meanings ?? []).filter((meaning) => !definition.reservedMeanings?.includes(meaning))\n}\n\n/**\n * The values a deleted value's records may move to: every other active\n * value, of the same meaning on a definition with meanings.\n */\nexport function picklistReplacements(\n  definition: CrmPicklistDefinition,\n  picklist: CrmPicklist,\n  valueId: string,\n): CrmPicklistValue[] {\n  const deleted = picklist.values.find((entry) => entry.id === valueId)\n  return picklist.values.filter(\n    (entry) =>\n      entry.active &&\n      entry.id !== valueId &&\n      (!definition.meanings?.length || (entry.meaning ?? null) === (deleted?.meaning ?? null)),\n  )\n}\n\n/** Turn a value on or off. Deactivating the default clears the default. */\nexport function setPicklistValueActive(\n  picklist: CrmPicklist,\n  valueId: string,\n  active: boolean,\n): CrmPicklist {\n  return {\n    values: picklist.values.map((value) => (value.id === valueId ? { ...value, active } : value)),\n    defaultValueId:\n      !active && picklist.defaultValueId === valueId ? null : picklist.defaultValueId,\n  }\n}\n\n/** File a value under one of the definition's groups, or none with `null`. */\nexport function setPicklistValueGroup(\n  definition: CrmPicklistDefinition,\n  picklist: CrmPicklist,\n  valueId: string,\n  group: string | null,\n): CrmPicklist {\n  const known = definition.groups?.some((entry) => entry.id === group) ? group : null\n  return {\n    ...picklist,\n    values: picklist.values.map((value) =>\n      value.id === valueId ? { ...value, group: known } : value,\n    ),\n  }\n}\n\n/** Make a value the default for new records, or clear the default with `null`. */\nexport function 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package/src/lib/model/record-facts-disclosed.d.ts

@@ -0,0 +1,81 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { type ContactInteraction, type CrmActivity, type CrmTask } from '@aglyn/aglyn/server';
+import { type CompanyFactsInput, type ContactFactsInput, type CrmCompanyFacts, type CrmContactFacts, type CrmDealFacts, type CrmLeadFacts, type CrmTaskFact, type CrmTimelineFact, type DealFactsInput, type LeadFactsInput } from './record-facts';
+/**
+ * THE DISCLOSED FACTS: what CRM assistance sends while
+ * `release_crm_assist_whole_record` is off.
+ *
+ * The published Privacy Policy (section 2) and the Anthropic row on
+ * `/legal/subprocessors` promise that CRM assistance sends a record's name
+ * and, by kind, its job title, company, lifecycle stage, tags, capture
+ * history and counts, domain, industry, headcount, pipeline stages, status,
+ * amount, dates, lost reason, parties and lead status, with its notes,
+ * newest timeline entries and open tasks and deals — and never an email,
+ * phone or postal field, marketing consent, custom field value, team member
+ * or record id. These builders report exactly that, so production keeps the
+ * promise until those pages are republished and the flag is turned on;
+ * `record-facts.ts` builds the whole record for the flag's on side.
+ *
+ * ## What never leaves
+ *
+ * No email address, phone number or postal address of anyone; no birthdate;
+ * no assistant and no reports-to; no marketing consent; no custom field
+ * VALUE; no team member's name or id; no document id of any record; no
+ * file; no order or payment detail beyond a count. A logged email carries its
+ * subject and a cut of its body, never the address it went to or came from.
+ *
+ * Every text a person wrote into a record — a name, a job title, a tag, notes,
+ * a logged activity, a capture's summary, a task's or a deal's title, a
+ * reason — is reported as written, except that an email address or a phone
+ * number inside it is replaced by a placeholder first ({@link crmFactProse}):
+ * an import that put an address in the name column leaves no address behind.
+ * What the workspace configured — pipeline, stage and field names — and a
+ * company's domain are reported as they are. A postal address typed into a
+ * note is not recognized and leaves as typed.
+ *
+ * The bytes are as stable as the whole record's: one key order, UTC days,
+ * money as a code and a fixed-point amount.
+ */
+export type CrmDisclosedContactFacts = Pick<CrmContactFacts, 'record' | 'name' | 'salutation' | 'jobTitle' | 'department' | 'doNotCall' | 'company' | 'lifecycleStage' | 'tags' | 'sources' | 'orders' | 'lastPurchase' | 'since' | 'lastEmailEngagement' | 'notes' | 'timeline' | 'openTasks' | 'deals'>;
+export type CrmDisclosedCompanyFacts = Pick<CrmCompanyFacts, 'record' | 'name' | 'domain' | 'industry' | 'type' | 'rating' | 'ownership' | 'accountSource' | 'employees' | 'annualRevenue' | 'tags' | 'people' | 'since' | 'notes' | 'timeline' | 'openTasks' | 'deals'>;
+export type CrmDisclosedDealFacts = Pick<CrmDealFacts, 'record' | 'title' | 'pipeline' | 'stages' | 'stageId' | 'stage' | 'status' | 'amount' | 'expectedClose' | 'inStageSince' | 'lostReason' | 'type' | 'leadSource' | 'nextStep' | 'probability' | 'forecastCategory' | 'contact' | 'contactRoles' | 'company' | 'since' | 'notes' | 'timeline' | 'openTasks'> & {
+    /** How many products the deal holds — a count, never their names or prices. */
+    products: number;
+};
+export type CrmDisclosedLeadFacts = Pick<CrmLeadFacts, 'record' | 'name' | 'salutation' | 'company' | 'jobTitle' | 'leadSource' | 'industry' | 'rating' | 'employees' | 'annualRevenue' | 'doNotCall' | 'status' | 'sources' | 'captures' | 'firstSeen' | 'lastSeen' | 'assigned' | 'converted' | 'unqualifiedReason' | 'notes' | 'timeline'>;
+export declare const CRM_FACTS_EMAIL_PLACEHOLDER = "[email address]";
+export declare const CRM_FACTS_PHONE_PLACEHOLDER = "[phone number]";
+/**
+ * Free text the team wrote, as {@link crmFactText} reports it, with every
+ * email address, and every run of ten digits or more that is not a list of
+ * days, replaced by a placeholder. The fields that hold an address or a number
+ * are never reported, and this keeps one typed into a note from leaving
+ * either. Replaced before the cut, so a cut never halves an address into
+ * something unrecognized.
+ */
+export declare function crmFactProse(value: unknown, max: number): string;
+/** A logged activity as a timeline entry: never the address it went to or came from. */
+export declare function crmDisclosedActivityFact(activity: Partial<CrmActivity>): CrmTimelineFact | null;
+/** A capture the platform recorded on a contact, as a timeline entry. */
+export declare function crmDisclosedInteractionFact(interaction: Partial<ContactInteraction>): CrmTimelineFact | null;
+/** The open tasks among `tasks`, soonest due first, undated last: never who holds one, nor its notes. */
+export declare function crmDisclosedOpenTaskFacts(tasks: ReadonlyArray<Partial<CrmTask>>, nowMs: number): CrmTaskFact[];
+export declare function disclosedContactFacts(input: ContactFactsInput): CrmDisclosedContactFacts;
+export declare function disclosedCompanyFacts(input: CompanyFactsInput): CrmDisclosedCompanyFacts;
+export declare function disclosedDealFacts(input: DealFactsInput): CrmDisclosedDealFacts;
+export declare function disclosedLeadFacts(input: LeadFactsInput): CrmDisclosedLeadFacts;