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

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

@@ -1,3 +1,4 @@
+import { _ as _extends } from "@swc/helpers/_/_extends";
 /**
  * @license
  * Copyright 2026 Aglyn LLC
@@ -13,39 +14,46 @@
  * 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 { CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_SOURCE_LABELS, CRM_ACTIVITY_KIND_LABELS, CRM_EMAIL_DELIVERY_STATE_LABELS, CRM_LEAD_STATUS_LABELS, CRM_TASK_KIND_LABELS, contactDisplayName, crmLeadStatus, customImportTarget, dealStageById, fieldDefinitionObject, interactionsForGroup, isContactLifecycleStage, isCrmEmailDeliveryState, readContactFacet } from "@aglyn/aglyn/server";
-import { COMPANY_IMPORT_FIELD_LABELS, COMPANY_IMPORT_FIELDS } from "./crm-company-import.js";
-import { CONTACT_IMPORT_FIELD_LABELS, CONTACT_IMPORT_FIELDS } from "./crm-import.js";
-import { DEAL_IMPORT_FIELD_LABELS, DEAL_IMPORT_FIELDS } from "./crm-deal-import.js";
-import { LEAD_IMPORT_FIELD_LABELS, LEAD_IMPORT_FIELDS } from "./crm-lead-import.js";
+ */ import { CONTACT_ALTERNATE_EMAILS_FIELD, CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_SOURCE_LABELS, CRM_ACTIVITY_KIND_LABELS, CRM_EMAIL_DELIVERY_STATE_LABELS, CRM_TASK_KIND_LABELS, contactDisplayName, crmLeadStatusLabel, CRM_FORECAST_CATEGORY_LABELS, crmActivityDirection, customImportTarget, DEAL_NEXT_STEP_MAX, dealContactRolesOf, dealForecastCategory, dealProbability, dealStageById, dealStageForecastCategory, fieldDefinitionObject, interactionsForGroup, isContactLifecycleStage, isCrmEmailDeliveryState, readContactFacet, readMarketingBasis } from "@aglyn/aglyn/server";
+import { COMPANY_TRANSFER_FIELDS, CONTACT_TRANSFER_FIELDS, DEAL_TRANSFER_FIELDS, LEAD_TRANSFER_FIELDS } from "../transfer/fields.js";
 /**
  * WHAT THE CRM TELLS ANOTHER PLUGIN ABOUT ONE OF ITS RECORDS (AGL-2917).
  *
  * The facts a reader on the core's record-facts seam reports: one contact,
  * company, deal or lead as a person on the team sees it, and the fields a
  * spreadsheet import may fill. The server half reads the documents and
- * applies who may see them (`server/record-facts.ts`); this half decides
- * which of their fields leave the CRM at all, so the list below is the whole
- * of what a caller — an assistant summarizing a record, an automation
- * deciding on one — can pass on.
+ * applies who may see them (`server/record-facts.ts`); this half shapes
+ * them, so the list below is the whole of what a caller — an assistant
+ * summarizing a record, an automation deciding on one — can pass on.
  *
- * ## What never leaves
+ * ## The whole record (AGL-3520)
  *
- * No email address, phone number or postal address of anyone; 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. An import catalog carries field keys, labels and
- * types, never a row of the file.
+ * These builders answer only for an organization with
+ * `release_crm_assist_whole_record` on; with it off, the readers answer
+ * `record-facts-disclosed.ts`, the fields the published pages promise.
+ * A record is reported as the CRM shows it: every standard field —
+ * Salesforce's included — with its email addresses, phone numbers, postal
+ * addresses, birthdate, assistant and reports-to; the labels of its
+ * picklists as the record holds them; its custom field values under their
+ * labels; its marketing consent; its notes, newest timeline entries and
+ * open tasks and deals. Text a person wrote is reported as written.
  *
- * 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.
+ * ## What still never leaves
+ *
+ * No authentication token, no account identifier and no internal record
+ * id. A related record — the company a person works for, the contact a deal
+ * is with, the person someone reports to, a parent company, a campaign — is
+ * named by its name; a team member by their display name. The one id a
+ * caller is handed is a pipeline stage's, which a stage proposal must name.
+ * An import catalog carries field keys, labels and types, never a row of
+ * the file.
+ *
+ * ## Bounded
+ *
+ * Every list and every long text is cut — notes to
+ * {@link CRM_FACTS_NOTES_MAX}, a timeline entry to {@link CRM_FACTS_TEXT_MAX},
+ * at most {@link CRM_FACTS_CUSTOM_FIELDS_MAX} custom fields — so a record
+ * holding everything still fits the request a caller builds from it.
  *
  * ## Stable bytes
  *
@@ -73,10 +81,13 @@ export function isCrmImportFactsCollection(value) {
 /** Open tasks reported for a record. */ export const CRM_FACTS_TASKS_MAX = 8;
 /** Deals reported for a contact or a company. */ export const CRM_FACTS_DEALS_MAX = 5;
 /** Tags reported for a record. */ export const CRM_FACTS_TAGS_MAX = 10;
-/** How much of a logged activity's text, or a platform capture's summary, is reported. */ export const CRM_FACTS_TEXT_MAX = 280;
+/** How much of a logged activity's text, a capture's summary, a task's notes or a custom value is reported. */ export const CRM_FACTS_TEXT_MAX = 280;
 /** How much of a record's notes is reported. */ export const CRM_FACTS_NOTES_MAX = 600;
 /** How long a name, a title or a subject may run. */ export const CRM_FACTS_LABEL_MAX = 120;
-/** Custom fields an import catalog reports. */ export const CRM_FACTS_CUSTOM_FIELDS_MAX = 40;
+/** Custom fields an import catalog, or a record, reports. */ export const CRM_FACTS_CUSTOM_FIELDS_MAX = 40;
+/** Products a deal's facts list. */ export const CRM_FACTS_PRODUCTS_MAX = 20;
+/** Email addresses and campaigns a record's facts list. */ export const CRM_FACTS_LIST_MAX = 10;
+/** The contacts a deal's facts name — the committee, not the whole list. */ export const CRM_FACTS_CONTACT_ROLES_MAX = 10;
 const DAY_MS = 86400000;
 /** A value as trimmed, single-spaced text of at most `max` characters. */ export function crmFactText(value, max) {
     if (typeof value !== 'string') return '';
@@ -102,26 +113,80 @@ const DAY_MS = 86400000;
     const code = (typeof currency === 'string' && /^[a-z]{3}$/i.test(currency) ? currency : 'usd').toUpperCase();
     return `${code} ${(cents / 100).toFixed(2)}`;
 }
-/** An email address written inside free text. */ const EMAIL_IN_PROSE = /[\w.+-]+@[\w-]+(?:\.[\w-]+)+/g;
-/** A run of digits and the separators a phone number is written with. */ const DIGIT_RUN_IN_PROSE = /\+?\(?\d[\d\s().-]{7,}\d/g;
-/** Calendar days, which a run of digits may be and a phone number is not. */ const DAYS_ONLY = /^\d{4}-\d{2}-\d{2}(?:\s+\d{4}-\d{2}-\d{2})*$/;
-export const CRM_FACTS_EMAIL_PLACEHOLDER = '[email address]';
-export const CRM_FACTS_PHONE_PLACEHOLDER = '[phone number]';
+/** A postal address on one line, its parts in the order an envelope writes them; `''` for none. */ export function crmFactAddress(address) {
+    if (!address || typeof address !== 'object') return '';
+    const part = (value)=>crmFactText(value, CRM_FACTS_LABEL_MAX);
+    const cityLine = [
+        part(address.city),
+        [
+            part(address.state),
+            part(address.postalCode)
+        ].filter(Boolean).join(' ')
+    ].filter(Boolean).join(', ');
+    return [
+        part(address.line1),
+        part(address.line2),
+        cityLine,
+        part(address.country)
+    ].filter(Boolean).join(', ');
+}
+/** A marketing basis as a sentence's worth: opted in (and since when), declined, or nothing recorded. */ export function crmFactConsent(record, group) {
+    if (!group) return '';
+    const consent = readMarketingBasis(record, group);
+    if (consent.basis === 'granted') {
+        const since = crmFactDay(consent.basisAtMs);
+        return since ? `opted in on ${since}` : 'opted in';
+    }
+    return consent.basis === 'declined' ? 'declined' : 'none recorded';
+}
+/** A custom value as text: a day for a date, yes or no for a checkbox. */ function customValueText(value, type) {
+    var _crmFactDay;
+    if (value === null || value === undefined || value === '') return '';
+    if (typeof value === 'boolean') return value ? 'yes' : 'no';
+    if (type === 'date') return (_crmFactDay = crmFactDay(typeof value === 'string' ? Date.parse(value) : value)) != null ? _crmFactDay : crmFactText(String(value), CRM_FACTS_TEXT_MAX);
+    if (typeof value === 'number') return Number.isFinite(value) ? String(value) : '';
+    return crmFactText(String(value), CRM_FACTS_TEXT_MAX);
+}
 /**
- * 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 function crmFactProse(value, max) {
-    if (typeof value !== 'string') return '';
-    const scrubbed = value.replace(EMAIL_IN_PROSE, CRM_FACTS_EMAIL_PLACEHOLDER).replace(DIGIT_RUN_IN_PROSE, (run)=>DAYS_ONLY.test(run.trim()) || run.replace(/\D/g, '').length < 10 ? run : CRM_FACTS_PHONE_PLACEHOLDER);
-    return crmFactText(scrubbed, max);
+ * A record's custom values under their fields' labels, in the fields'
+ * order — the active fields of `object` first, then a value whose field was
+ * retired or never defined, under its key.
+ */ export function crmCustomFacts(custom, object, definitions = []) {
+    if (!custom || typeof custom !== 'object' || Array.isArray(custom)) return [];
+    const values = custom;
+    const own = definitions.filter((field)=>field.key && fieldDefinitionObject(field) === object).sort((a, b)=>{
+        var _a_order, _b_order;
+        return Number(Boolean(a.retiredAt)) - Number(Boolean(b.retiredAt)) || Number((_a_order = a.order) != null ? _a_order : 0) - Number((_b_order = b.order) != null ? _b_order : 0) || String(a.key).localeCompare(String(b.key));
+    });
+    const facts = [];
+    const seen = new Set();
+    for (const field of own){
+        const key = String(field.key);
+        seen.add(key);
+        const value = customValueText(values[key], field.type);
+        if (value) facts.push({
+            label: crmFactText(field.label, CRM_FACTS_LABEL_MAX) || key,
+            value
+        });
+    }
+    for (const key of Object.keys(values).sort()){
+        if (seen.has(key)) continue;
+        const value = customValueText(values[key], undefined);
+        if (value) facts.push({
+            label: key,
+            value
+        });
+    }
+    return facts.slice(0, CRM_FACTS_CUSTOM_FIELDS_MAX);
 }
 function tagsOf(value) {
-    return Array.isArray(value) ? value.map((tag)=>crmFactProse(tag, 40)).filter(Boolean).slice(0, CRM_FACTS_TAGS_MAX) : [];
+    return Array.isArray(value) ? value.map((tag)=>crmFactText(tag, 40)).filter(Boolean).slice(0, CRM_FACTS_TAGS_MAX) : [];
 }
+const memberName = (names, uid)=>{
+    var _ref;
+    var _names_member;
+    return typeof uid === 'string' && uid ? crmFactText((_ref = names == null ? void 0 : (_names_member = names.member) == null ? void 0 : _names_member.call(names, uid)) != null ? _ref : '', CRM_FACTS_LABEL_MAX) : '';
+};
 /** A logged activity as a timeline entry. */ export function crmActivityFact(activity) {
     var _activity_subject;
     const on = crmFactDay(activity.atMs);
@@ -131,14 +196,17 @@ function tagsOf(value) {
         on,
         kind: CRM_ACTIVITY_KIND_LABELS[kind]
     };
-    if (kind === 'email' && (activity.direction === 'outbound' || activity.direction === 'inbound')) {
-        fact.direction = activity.direction;
-    }
-    const subject = crmFactProse((_activity_subject = activity.subject) != null ? _activity_subject : activity.threadSubject, CRM_FACTS_LABEL_MAX);
+    const direction = crmActivityDirection(kind, activity.direction);
+    if (direction) fact.direction = direction;
+    const from = crmFactText(activity.from, CRM_FACTS_LABEL_MAX);
+    if (from) fact.from = from;
+    const to = crmFactText(activity.to, CRM_FACTS_LABEL_MAX);
+    if (to) fact.to = to;
+    const subject = crmFactText((_activity_subject = activity.subject) != null ? _activity_subject : activity.threadSubject, CRM_FACTS_LABEL_MAX);
     if (subject) fact.subject = subject;
-    const text = crmFactProse(activity.body, CRM_FACTS_TEXT_MAX);
+    const text = crmFactText(activity.body, CRM_FACTS_TEXT_MAX);
     if (text) fact.text = text;
-    const outcome = crmFactProse(activity.outcome, CRM_FACTS_LABEL_MAX);
+    const outcome = crmFactText(activity.outcome, CRM_FACTS_LABEL_MAX);
     if (outcome) fact.outcome = outcome;
     if (kind === 'email' && isCrmEmailDeliveryState(activity.deliveryState)) {
         fact.delivery = CRM_EMAIL_DELIVERY_STATE_LABELS[activity.deliveryState];
@@ -149,7 +217,7 @@ function tagsOf(value) {
     const on = crmFactDay(interaction.atMs);
     if (!on) return null;
     const kind = interaction.type && CONTACT_SOURCE_LABELS[interaction.type] ? CONTACT_SOURCE_LABELS[interaction.type] : 'Capture';
-    const text = crmFactProse(interaction.summary, CRM_FACTS_TEXT_MAX);
+    const text = crmFactText(interaction.summary, CRM_FACTS_TEXT_MAX);
     return text ? {
         on,
         kind,
@@ -173,7 +241,7 @@ function tagsOf(value) {
         };
     }).filter((entry)=>entry.fact !== null).sort((a, b)=>b.at - a.at || a.index - b.index).slice(0, CRM_FACTS_TIMELINE_MAX).map((entry)=>entry.fact);
 }
-/** The open tasks among `tasks`, soonest due first, undated last. */ export function crmOpenTaskFacts(tasks, nowMs) {
+/** The open tasks among `tasks`, soonest due first, undated last. */ export function crmOpenTaskFacts(tasks, nowMs, names) {
     return tasks.filter((task)=>task.status !== 'done' && crmFactText(task.title, CRM_FACTS_LABEL_MAX)).map((task, index)=>({
             task,
             index,
@@ -181,20 +249,31 @@ function tagsOf(value) {
         })).sort((a, b)=>{
         var _a_due, _b_due;
         return ((_a_due = a.due) != null ? _a_due : Number.POSITIVE_INFINITY) - ((_b_due = b.due) != null ? _b_due : Number.POSITIVE_INFINITY) || a.index - b.index;
-    }).slice(0, CRM_FACTS_TASKS_MAX).map(({ task, due })=>({
-            title: crmFactProse(task.title, CRM_FACTS_LABEL_MAX),
-            kind: task.kind && CRM_TASK_KIND_LABELS[task.kind] ? CRM_TASK_KIND_LABELS[task.kind] : 'To-do',
-            priority: task.priority === 'high' || task.priority === 'low' ? task.priority : 'normal',
+    }).slice(0, CRM_FACTS_TASKS_MAX).map(({ task, due })=>{
+        const assignee = memberName(names, task.assigneeUid);
+        const notes = crmFactText(task.notes, CRM_FACTS_TEXT_MAX);
+        return _extends({
+            title: crmFactText(task.title, CRM_FACTS_LABEL_MAX),
+            kind: crmFactText(task.typeLabel, CRM_FACTS_LABEL_MAX) || (task.kind && CRM_TASK_KIND_LABELS[task.kind] ? CRM_TASK_KIND_LABELS[task.kind] : 'To-do'),
+            priority: task.priority === 'high' || task.priority === 'low' ? task.priority : 'normal'
+        }, crmFactText(task.statusLabel, CRM_FACTS_LABEL_MAX) ? {
+            status: crmFactText(task.statusLabel, CRM_FACTS_LABEL_MAX)
+        } : {}, {
             due: due === null ? null : crmFactDay(due),
             // Overdue by the UTC day: a task due today is not overdue until tomorrow.
             overdue: due !== null && Math.floor(due / DAY_MS) < Math.floor(nowMs / DAY_MS)
-        }));
+        }, assignee ? {
+            assignee
+        } : {}, notes ? {
+            notes
+        } : {});
+    });
 }
 /** One deal, with its stage named by the pipeline it is in. */ export function crmDealFact(deal, pipeline) {
     var _deal_stageId;
     const stage = dealStageById(pipeline != null ? pipeline : undefined, String((_deal_stageId = deal.stageId) != null ? _deal_stageId : ''));
     return {
-        title: crmFactProse(deal.title, CRM_FACTS_LABEL_MAX),
+        title: crmFactText(deal.title, CRM_FACTS_LABEL_MAX),
         stage: crmFactText(stage == null ? void 0 : stage.name, CRM_FACTS_LABEL_MAX),
         status: deal.status === 'won' || deal.status === 'lost' ? deal.status : 'open',
         amount: crmFactMoney(deal.amountCents, deal.currency),
@@ -214,21 +293,49 @@ function tagsOf(value) {
         return crmDealFact(deal, pipelines.get(String((_deal_pipelineId = deal.pipelineId) != null ? _deal_pipelineId : '')));
     });
 }
+const label = (value)=>crmFactText(value, CRM_FACTS_LABEL_MAX);
 export function contactFacts(input) {
-    var _facet_sources;
-    const { row, group } = input;
+    var _facet_sources, _facet_phone;
+    const { row, group, names } = input;
     const facet = readContactFacet(row, group.groupId);
     const sources = Object.entries((_facet_sources = facet.sources) != null ? _facet_sources : {}).filter(([, on])=>on === true).map(([source])=>{
         var _CONTACT_SOURCE_LABELS_source;
         return (_CONTACT_SOURCE_LABELS_source = CONTACT_SOURCE_LABELS[source]) != null ? _CONTACT_SOURCE_LABELS_source : '';
     }).filter(Boolean);
     const interactions = interactionsForGroup(facet.interactions, group.hostIds);
+    const alternates = Array.isArray(row[CONTACT_ALTERNATE_EMAILS_FIELD]) ? row[CONTACT_ALTERNATE_EMAILS_FIELD] : [];
+    const emails = [
+        ...new Set([
+            row['email'],
+            ...alternates
+        ].map(label).filter(Boolean))
+    ].slice(0, CRM_FACTS_LIST_MAX);
     return {
         record: 'contact',
-        name: crmFactProse(contactDisplayName(row, group.groupId), CRM_FACTS_LABEL_MAX),
-        jobTitle: crmFactProse(facet.jobTitle, CRM_FACTS_LABEL_MAX),
-        company: crmFactProse(facet.companyName, CRM_FACTS_LABEL_MAX),
+        name: label(contactDisplayName(row, group.groupId)),
+        salutation: label(facet.salutation),
+        firstName: label(facet.firstName),
+        lastName: label(facet.lastName),
+        emails,
+        phone: label((_facet_phone = facet.phone) != null ? _facet_phone : row['phone']),
+        mobilePhone: label(facet.mobilePhone),
+        homePhone: label(facet.homePhone),
+        otherPhone: label(facet.otherPhone),
+        fax: label(facet.fax),
+        jobTitle: label(facet.jobTitle),
+        department: label(facet.department),
+        birthdate: label(facet.birthdate),
+        assistant: label(facet.assistantName),
+        assistantPhone: label(facet.assistantPhone),
+        reportsTo: label(input.reportsToName),
+        mailingAddress: crmFactAddress(facet.address),
+        otherAddress: crmFactAddress(facet.otherAddress),
+        doNotCall: facet.doNotCall === true,
+        company: label(facet.companyName),
         lifecycleStage: isContactLifecycleStage(facet.lifecycleStage) ? CONTACT_LIFECYCLE_STAGE_LABELS[facet.lifecycleStage] : '',
+        leadSource: label(facet.leadSource),
+        owner: memberName(names, facet.ownerUid),
+        marketingConsent: crmFactConsent(row, group),
         tags: tagsOf(facet.tags),
         sources: [
             ...new Set(sources)
@@ -237,7 +344,8 @@ export function contactFacts(input) {
         lastPurchase: crmFactDay(facet.lastPurchaseAtMs),
         since: crmFactDay(row['createdAt']),
         lastEmailEngagement: crmFactDay(facet.lastEmailEngagementAtMs),
-        notes: crmFactProse(facet.notes, CRM_FACTS_NOTES_MAX),
+        custom: crmCustomFacts(facet.custom, 'contact', names == null ? void 0 : names.customFields),
+        notes: crmFactText(facet.notes, CRM_FACTS_NOTES_MAX),
         timeline: crmTimelineFacts([
             ...input.activities.map((activity)=>({
                     atMs: activity.atMs,
@@ -248,32 +356,50 @@ export function contactFacts(input) {
                     fact: crmInteractionFact(interaction)
                 }))
         ]),
-        openTasks: crmOpenTaskFacts(input.tasks, input.nowMs),
+        openTasks: crmOpenTaskFacts(input.tasks, input.nowMs, names),
         deals: crmDealFacts(input.deals, input.pipelines)
     };
 }
 export function companyFacts(input) {
-    const { company } = input;
+    const { company, names } = input;
     return {
         record: 'company',
-        name: crmFactProse(company.name, CRM_FACTS_LABEL_MAX),
-        domain: crmFactText(company.domain, CRM_FACTS_LABEL_MAX),
-        industry: crmFactProse(company.industry, CRM_FACTS_LABEL_MAX),
+        name: label(company.name),
+        domain: label(company.domain),
+        website: label(company.website),
+        phone: label(company.phone),
+        fax: label(company.fax),
+        industry: label(company.industry),
+        type: label(company.type),
+        rating: label(company.rating),
+        ownership: label(company.ownership),
+        accountSource: label(company.accountSource),
+        employees: typeof company.numberOfEmployees === 'number' && company.numberOfEmployees >= 0 ? Math.floor(company.numberOfEmployees) : null,
+        annualRevenue: crmFactMoney(company.annualRevenueCents, company.currency),
+        accountNumber: label(company.accountNumber),
+        site: label(company.site),
+        tickerSymbol: label(company.tickerSymbol),
+        sicCode: label(company.sicCode),
+        billingAddress: crmFactAddress(company.address),
+        shippingAddress: crmFactAddress(company.shippingAddress),
+        parentCompany: label(input.parentCompanyName),
+        owner: memberName(names, company.ownerUid),
         tags: tagsOf(company.tags),
         people: typeof company.contactsCount === 'number' && company.contactsCount > 0 ? Math.floor(company.contactsCount) : 0,
         since: crmFactDay(company.createdAt),
-        notes: crmFactProse(company.notes, CRM_FACTS_NOTES_MAX),
+        custom: crmCustomFacts(company.custom, 'company', names == null ? void 0 : names.customFields),
+        notes: crmFactText(company.notes, CRM_FACTS_NOTES_MAX),
         timeline: crmTimelineFacts(input.activities.map((activity)=>({
                 atMs: activity.atMs,
                 fact: crmActivityFact(activity)
             }))),
-        openTasks: crmOpenTaskFacts(input.tasks, input.nowMs),
+        openTasks: crmOpenTaskFacts(input.tasks, input.nowMs, names),
         deals: crmDealFacts(input.deals, input.pipelines)
     };
 }
 export function dealFacts(input) {
-    var _ref, _deal_stageId;
-    const { deal, pipeline } = input;
+    var _ref, _deal_stageId, _deal_stageId1;
+    const { deal, pipeline, names } = input;
     const summary = crmDealFact(deal, pipeline);
     const stages = [
         ...(_ref = pipeline == null ? void 0 : pipeline.stages) != null ? _ref : []
@@ -283,33 +409,64 @@ export function dealFacts(input) {
     }).map((stage)=>({
             id: String(stage.id),
             name: crmFactText(stage.name, CRM_FACTS_LABEL_MAX),
-            kind: stage.kind === 'won' || stage.kind === 'lost' ? stage.kind : 'open'
+            kind: stage.kind === 'won' || stage.kind === 'lost' ? stage.kind : 'open',
+            probability: Math.min(100, Math.max(0, Number(stage.probability) || 0)),
+            forecastCategory: CRM_FORECAST_CATEGORY_LABELS[dealStageForecastCategory(stage)]
         }));
+    const stage = dealStageById(pipeline != null ? pipeline : undefined, String((_deal_stageId = deal.stageId) != null ? _deal_stageId : ''));
+    const products = (Array.isArray(deal.lineItems) ? deal.lineItems : []).slice(0, CRM_FACTS_PRODUCTS_MAX).map((item)=>{
+        var _ref;
+        return {
+            name: label(item == null ? void 0 : item.name),
+            quantity: Number(item == null ? void 0 : item.quantity) || 0,
+            unitAmount: crmFactMoney(item == null ? void 0 : item.unitAmountCents, (_ref = item == null ? void 0 : item.currency) != null ? _ref : deal.currency)
+        };
+    });
     return {
         record: 'deal',
         title: summary.title,
         pipeline: crmFactText(pipeline == null ? void 0 : pipeline.name, CRM_FACTS_LABEL_MAX),
         stages,
-        stageId: String((_deal_stageId = deal.stageId) != null ? _deal_stageId : ''),
+        stageId: String((_deal_stageId1 = deal.stageId) != null ? _deal_stageId1 : ''),
         stage: summary.stage,
         status: summary.status,
         amount: summary.amount,
         expectedClose: summary.expectedClose,
         inStageSince: crmFactDay(deal.stageChangedAtMs),
-        lostReason: crmFactProse(deal.lostReason, CRM_FACTS_LABEL_MAX),
-        contact: crmFactProse(deal.contactName, CRM_FACTS_LABEL_MAX),
-        company: crmFactProse(deal.companyName, CRM_FACTS_LABEL_MAX),
-        products: Array.isArray(deal.lineItems) ? deal.lineItems.length : 0,
+        lostReason: label(deal.lostReason),
+        type: label(deal.type),
+        leadSource: label(deal.leadSource),
+        nextStep: crmFactText(deal.nextStep, DEAL_NEXT_STEP_MAX),
+        probability: dealProbability(deal, stage),
+        forecastCategory: CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, stage)],
+        campaign: label(input.campaignName),
+        contact: label(deal.contactName),
+        contactRoles: dealContactRoleFacts(deal, input.contactNames),
+        company: label(deal.companyName),
+        owner: memberName(names, deal.ownerUid),
+        products,
         since: crmFactDay(deal.createdAt),
-        notes: crmFactProse(deal.notes, CRM_FACTS_NOTES_MAX),
+        custom: crmCustomFacts(deal.custom, 'deal', names == null ? void 0 : names.customFields),
+        notes: crmFactText(deal.notes, CRM_FACTS_NOTES_MAX),
         timeline: crmTimelineFacts(input.activities.map((activity)=>({
                 atMs: activity.atMs,
                 fact: crmActivityFact(activity)
             }))),
-        openTasks: crmOpenTaskFacts(input.tasks, input.nowMs)
+        openTasks: crmOpenTaskFacts(input.tasks, input.nowMs, names)
     };
 }
-/** What a lead's capture surfaces are called, the lead history card's words. */ function leadSourceFact(source) {
+/**
+ * A deal's contact roles as facts (AGL-3521): the Primary first, each by the
+ * name the reader resolved — a contact the reader may not see, or could
+ * not read, is left out rather than named by id.
+ */ export function dealContactRoleFacts(deal, names = new Map()) {
+    return dealContactRolesOf(deal).sort((a, b)=>Number(b.primary) - Number(a.primary)).filter((row)=>names.has(row.contactId)).slice(0, CRM_FACTS_CONTACT_ROLES_MAX).map((row)=>({
+            name: label(names.get(row.contactId)),
+            role: crmFactText(row.role, CRM_FACTS_LABEL_MAX),
+            primary: row.primary
+        }));
+}
+/** What a lead's capture surfaces are called, the lead history card's words. */ export function leadSourceFact(source) {
     if (source === 'signup') return 'Sign-up';
     if (source === 'booking') return 'Booking';
     if (source === 'import') return CONTACT_SOURCE_LABELS.import;
@@ -317,15 +474,37 @@ export function dealFacts(input) {
     return 'Other';
 }
 export function leadFacts(input) {
-    const { lead } = input;
+    var _input_campaignNames, _input_tasks, _input_nowMs;
+    const { lead, leadStatuses, names } = input;
     const rawSources = Array.isArray(lead['sources']) ? lead['sources'] : typeof lead['source'] === 'string' ? [
         lead['source']
     ] : [];
     const captures = Number(lead['submissionCount']);
     return {
         record: 'lead',
-        name: crmFactProse(lead['name'], CRM_FACTS_LABEL_MAX),
-        status: CRM_LEAD_STATUS_LABELS[crmLeadStatus(lead)],
+        name: label(lead['name']),
+        salutation: label(lead['salutation']),
+        firstName: label(lead['firstName']),
+        lastName: label(lead['lastName']),
+        email: label(lead['email']),
+        phone: label(lead['phone']),
+        mobilePhone: label(lead['mobilePhone']),
+        fax: label(lead['fax']),
+        website: label(lead['website']),
+        address: crmFactAddress(lead['address']),
+        company: label(lead['company']),
+        jobTitle: label(lead['jobTitle']),
+        leadSource: label(lead['leadSource']),
+        industry: label(lead['industry']),
+        rating: label(lead['rating']),
+        employees: typeof lead['numberOfEmployees'] === 'number' && lead['numberOfEmployees'] >= 0 ? Math.floor(lead['numberOfEmployees']) : null,
+        annualRevenue: crmFactMoney(lead['annualRevenueCents'], lead['currency']),
+        doNotCall: lead['doNotCall'] === true,
+        status: crmLeadStatusLabel(lead, leadStatuses),
+        owner: memberName(names, lead['ownerUid']),
+        campaigns: ((_input_campaignNames = input.campaignNames) != null ? _input_campaignNames : []).map(label).filter(Boolean).slice(0, CRM_FACTS_LIST_MAX),
+        marketingConsent: crmFactConsent(lead, input.group),
+        tags: tagsOf(lead['tags']),
         sources: [
             ...new Set(rawSources.map((source)=>leadSourceFact(String(source))))
         ].sort(),
@@ -334,59 +513,59 @@ export function leadFacts(input) {
         lastSeen: crmFactDay(lead['lastSeenAtMs']),
         assigned: typeof lead['ownerUid'] === 'string' && lead['ownerUid'] !== '',
         converted: typeof lead['convertedContactId'] === 'string' && lead['convertedContactId'] !== '',
-        unqualifiedReason: crmFactProse(lead['unqualifiedReason'], CRM_FACTS_LABEL_MAX),
-        notes: crmFactProse(lead['notes'], CRM_FACTS_NOTES_MAX),
+        unqualifiedReason: label(lead['unqualifiedReason']),
+        custom: crmCustomFacts(lead['custom'], 'lead', names == null ? void 0 : names.customFields),
+        notes: crmFactText(lead['notes'], CRM_FACTS_NOTES_MAX),
         timeline: crmTimelineFacts(input.activities.map((activity)=>({
                 atMs: activity.atMs,
                 fact: crmActivityFact(activity)
-            })))
+            }))),
+        openTasks: crmOpenTaskFacts((_input_tasks = input.tasks) != null ? _input_tasks : [], (_input_nowMs = input.nowMs) != null ? _input_nowMs : Date.now(), names)
+    };
+}
+/** A column's kind, as the matcher is told it, for each transfer field type. */ const TRANSFER_TYPES = {
+    email: 'email',
+    phone: 'phone',
+    url: 'url',
+    number: 'number',
+    integer: 'number',
+    currency: 'number',
+    percent: 'number',
+    date: 'date',
+    datetime: 'date',
+    boolean: 'yes-no'
+};
+/** The fields a transfer catalog lets a file write, as the import facts list them. */ function transferImportFields(fields) {
+    var _ref;
+    var _writable_find;
+    const writable = fields.filter((field)=>!field.readOnly && !field.derived && !field.system);
+    return {
+        keys: writable.map((field)=>field.id),
+        labels: Object.fromEntries(writable.map((field)=>[
+                field.id,
+                field.label
+            ])),
+        required: (_ref = (_writable_find = writable.find((field)=>field.required)) == null ? void 0 : _writable_find.id) != null ? _ref : '',
+        types: Object.fromEntries(writable.flatMap((field)=>TRANSFER_TYPES[field.type] ? [
+                [
+                    field.id,
+                    TRANSFER_TYPES[field.type]
+                ]
+            ] : []))
     };
 }
 /** The standard fields of each import, with the type a column must hold for each. */ const STANDARD_IMPORT_FIELDS = {
-    contacts: {
-        keys: CONTACT_IMPORT_FIELDS,
-        labels: CONTACT_IMPORT_FIELD_LABELS,
-        required: 'email',
-        types: {
-            email: 'email',
-            phone: 'phone',
-            ownerEmail: 'email',
-            marketingConsent: 'yes-no'
-        }
-    },
-    companies: {
-        keys: COMPANY_IMPORT_FIELDS,
-        labels: COMPANY_IMPORT_FIELD_LABELS,
-        required: 'name',
-        types: {
-            phone: 'phone',
-            ownerEmail: 'email',
-            website: 'url'
-        }
-    },
-    deals: {
-        keys: DEAL_IMPORT_FIELDS,
-        labels: DEAL_IMPORT_FIELD_LABELS,
-        required: 'title',
-        types: {
-            amount: 'number',
-            ownerEmail: 'email',
-            expectedClose: 'date'
-        }
-    },
-    leads: {
-        keys: LEAD_IMPORT_FIELDS,
-        labels: LEAD_IMPORT_FIELD_LABELS,
-        required: 'email',
-        types: {
-            email: 'email',
-            ownerEmail: 'email'
-        }
-    }
+    // The transfer catalogs' own ids (AGL-3527): what the import wizard maps to.
+    contacts: transferImportFields(CONTACT_TRANSFER_FIELDS),
+    companies: transferImportFields(COMPANY_TRANSFER_FIELDS),
+    deals: transferImportFields(DEAL_TRANSFER_FIELDS),
+    leads: transferImportFields(LEAD_TRANSFER_FIELDS)
 };
-/** The object a collection's custom fields describe; leads and deals import none. */ const CUSTOM_FIELD_OBJECT = {
+/** The object a collection's custom fields describe. */ const CUSTOM_FIELD_OBJECT = {
     contacts: 'contact',
-    companies: 'company'
+    companies: 'company',
+    deals: 'deal',
+    leads: 'lead'
 };
 const CUSTOM_FIELD_TYPES = {
     number: 'number',