@aglyn/plugins-crm 1.0.0-beta.221 → 1.0.0-beta.222

package/src/lib/model/deal-board-model.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/deal-board-model.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * The pipeline's arithmetic and the stage editor's rules (AGL-2598), as pure\n * functions — no Firestore, no React — so the board, the table, the detail\n * page and the server route read one definition of \"what is this pipeline\n * worth\" and \"which stage edits are legal\".\n */\n\n// The module itself and never the `@aglyn/aglyn` barrel: this file is\n// reached from the server entry through the deal-stage route, and the barrel\n// carries client-only context modules the App Router graph refuses on a\n// server path (AGL-405/1349).\nimport {\n  type CrmDeal,\n  type CrmDealStage,\n  type CrmPipeline,\n  DEFAULT_DEAL_STAGES,\n  dealStageById,\n  isPipelineArchived,\n  weightedDealAmountCents,\n} from '@aglyn/aglyn/app-utils/crm'\n\n/** A deal as the console reads it: the model plus its document id. */\nexport type DealDoc = CrmDeal & {\n  $id: string\n  /**\n   * The contact's and the company's names, copied onto the deal when the\n   * link is made. A board of two hundred cards cannot afford a keyed read per\n   * card to caption each one, and the caption is allowed to lag a rename —\n   * the link itself is the id, which never changes.\n   */\n  contactName?: string\n  companyName?: string\n}\n\n/** A pipeline as the console reads it. */\nexport type PipelineDoc = CrmPipeline & { $id: string }\n\n/** The document id the seeded default pipeline is written under. */\nexport const DEFAULT_PIPELINE_ID = 'default'\n\n/** Name of the pipeline every org starts with. */\nexport const DEFAULT_PIPELINE_NAME = 'Sales'\n\nexport const PIPELINE_NAME_MAX = 60\n\n/** The pipelines a picker offers and a new deal may land in: the ones not archived. */\nexport function activePipelines<T extends Pick<CrmPipeline, 'archivedAt'>>(\n  pipelines: readonly T[],\n): T[] {\n  return pipelines.filter((pipeline) => !isPipelineArchived(pipeline))\n}\n\n/**\n * The pipeline a new deal lands in when nobody picks one: the active one\n * marked default, else the first active one, else nothing. An archived\n * pipeline is never the default even if its flag was left on — archiving\n * clears the flag, but a document written by an older console may not\n * have had it cleared, and a default nobody can create a deal in is a\n * board that opens on a pipeline the picker does not list.\n */\nexport function defaultPipelineOf<T extends Pick<CrmPipeline, 'archivedAt' | 'isDefault'>>(\n  pipelines: readonly T[],\n): T | null {\n  const active = activePipelines(pipelines)\n  return active.find((pipeline) => pipeline.isDefault) ?? active[0] ?? null\n}\n\n/**\n * Why a pipeline cannot be created or renamed to `name`, or `null`.\n *\n * Names are unique among the ACTIVE pipelines, compared without case: the\n * picker lists them by name alone, and two rows reading \"Sales\" would be a\n * choice nobody can make. An archived pipeline's name is free to reuse —\n * \"Sales 2025\" retired and \"Sales\" started over is the point of archiving.\n */\nexport function pipelineNameProblem(\n  name: string,\n  pipelines: ReadonlyArray<Pick<CrmPipeline, 'name' | 'archivedAt'> & { $id: string }>,\n  ownId?: string,\n): string | null {\n  const trimmed = String(name ?? '').trim()\n  if (!trimmed) return 'A pipeline needs a name.'\n  const taken = activePipelines(pipelines).find(\n    (pipeline) =>\n      pipeline.$id !== ownId &&\n      String(pipeline.name ?? '').trim().toLowerCase() === trimmed.toLowerCase(),\n  )\n  if (taken) return `Another pipeline is already called \"${taken.name}\".`\n  return null\n}\n\n/**\n * Why a pipeline cannot be archived, or `null` when it can.\n *\n * `openDeals` is the server's count, asked for before this is called, the\n * way `stageRemovalRefusal` asks: an open deal in an archived pipeline is\n * a card on no board, and the count is taken at the click because a deal\n * can be created into the pipeline from another tab meanwhile. The default\n * pipeline cannot go while it is the default — a new deal has to land\n * somewhere — and the last active one cannot go at all, for the same\n * reason from the other side.\n */\nexport function pipelineArchiveRefusal(\n  pipeline: Pick<CrmPipeline, 'archivedAt' | 'isDefault'> & { $id: string },\n  pipelines: ReadonlyArray<Pick<CrmPipeline, 'archivedAt'> & { $id: string }>,\n  openDeals: number,\n): string | null {\n  if (isPipelineArchived(pipeline)) return 'This pipeline is already archived.'\n  if (activePipelines(pipelines).filter((entry) => entry.$id !== pipeline.$id).length === 0) {\n    return 'The last pipeline cannot be archived.'\n  }\n  if (pipeline.isDefault) {\n    return 'This is the default pipeline. Make another one the default first.'\n  }\n  if (openDeals > 0) {\n    return (\n      `${openDeals.toLocaleString()} open ${openDeals === 1 ? 'deal is' : 'deals are'} ` +\n      'in this pipeline. Close or move them first, so none is left on a board nobody opens.'\n    )\n  }\n  return null\n}\n\n/** What every pipeline write stamps besides its name. */\nexport interface PipelineWriteContext {\n  visibleTo: readonly string[]\n  hostId: string\n  uid: string\n  nowMs: number\n}\n\n/**\n * The document a new pipeline is created as: the name, a COPY of the\n * default stages, not the default, active. A copy for the reason\n * `DEFAULT_DEAL_STAGES` gives — a second pipeline seeded later must start\n * from the original set, whatever the first one's editor did to its own.\n */\nexport function newPipelineDocument(\n  name: string,\n  context: PipelineWriteContext,\n): Record<string, unknown> {\n  return {\n    name: String(name ?? '').trim().slice(0, PIPELINE_NAME_MAX),\n    stages: DEFAULT_DEAL_STAGES.map((stage) => ({ ...stage })),\n    isDefault: false,\n    archivedAt: null,\n    visibleTo: [...context.visibleTo],\n    hostId: context.hostId,\n    createdByUid: context.uid,\n    createdAt: new Date(context.nowMs),\n    updatedAt: new Date(context.nowMs),\n  }\n}\n\n/**\n * Currencies the amount picker offers, lowercase ISO 4217 as the model\n * stores them. Short on purpose: a picker of a hundred and eighty currencies\n * is a scroll, and a deal in one outside this list is entered through the\n * API with whatever code it carries — the display below formats any code\n * `Intl` knows.\n */\nexport const DEAL_CURRENCIES = [\n  'usd',\n  'eur',\n  'gbp',\n  'cad',\n  'aud',\n  'nzd',\n  'chf',\n  'jpy',\n  'sek',\n  'nok',\n  'dkk',\n  'mxn',\n  'brl',\n  'inr',\n  'sgd',\n] as const\n\nexport const DEFAULT_DEAL_CURRENCY = 'usd'\n\n/** How a deal's `status` reads on screen. */\nexport const DEAL_STATUS_LABELS: Record<CrmDeal['status'], string> = {\n  open: 'Open',\n  won: 'Won',\n  lost: 'Lost',\n}\n\n/** Cents → the reader's locale, or a plain number when the code is unknown. */\nexport function formatMoney(cents: number, currency: string | undefined): string {\n  const code = String(currency || DEFAULT_DEAL_CURRENCY).toUpperCase()\n  const amount = (Number(cents) || 0) / 100\n  try {\n    return new Intl.NumberFormat(undefined, {\n      style: 'currency',\n      currency: code,\n    }).format(amount)\n  } catch {\n    return `${amount.toFixed(2)} ${code}`\n  }\n}\n\n/**\n * A typed amount, as cents, or `null` when it is not a number.\n *\n * Accepts what people paste from an invoice — a thousands separator, a\n * currency symbol, surrounding space — and refuses a negative: a deal is\n * worth zero or more, and a negative amount here is a typo rather than a\n * refund. Rounded rather than truncated so `19.995` does not lose a cent.\n */\nexport function parseAmountInput(input: string): number | null {\n  const cleaned = String(input ?? '')\n    .replace(/[^0-9.-]/g, '')\n    .trim()\n  if (!cleaned) return null\n  const value = Number(cleaned)\n  if (!Number.isFinite(value) || value < 0) return null\n  return Math.round(value * 100)\n}\n\n/** Cents → the string the amount field shows, `''` for nothing. */\nexport function amountInputValue(cents: number | undefined | null): string {\n  if (typeof cents !== 'number' || !Number.isFinite(cents)) return ''\n  return (cents / 100).toFixed(2)\n}\n\n/**\n * Epoch ms from whatever a timestamp field holds after a round trip — a\n * Firestore `Timestamp`, a `Date` a client just wrote, or a number.\n */\nexport function timestampMs(value: unknown): number | null {\n  if (!value) return null\n  if (typeof value === 'number') return Number.isFinite(value) ? value : null\n  if (value instanceof Date) return value.getTime()\n  const seconds = (value as { seconds?: unknown }).seconds\n  if (typeof seconds === 'number') return seconds * 1000\n  const toMillis = (value as { toMillis?: () => number }).toMillis\n  if (typeof toMillis === 'function') return toMillis.call(value)\n  return null\n}\n\n/** Whole days a deal has sat in its current stage, never negative. */\nexport function daysInStage(\n  deal: Pick<CrmDeal, 'stageChangedAtMs' | 'createdAt'>,\n  nowMs: number,\n): number {\n  const since =\n    typeof deal.stageChangedAtMs === 'number'\n      ? deal.stageChangedAtMs\n      : timestampMs(deal.createdAt)\n  if (!since) return 0\n  return Math.max(0, Math.floor((nowMs - since) / 86_400_000))\n}\n\n/** A sum per currency, because two currencies never add into one number. */\nexport type AmountByCurrency = Record<string, number>\n\nfunction addAmount(\n  totals: AmountByCurrency,\n  currency: string | undefined,\n  cents: number,\n): void {\n  const code = String(currency || DEFAULT_DEAL_CURRENCY).toLowerCase()\n  totals[code] = (totals[code] ?? 0) + cents\n}\n\nexport interface BoardSummary {\n  /** Deals whose `status` is `open`, whatever stage they sit in. */\n  openCount: number\n  /** Every open deal's full amount, per currency. */\n  valueByCurrency: AmountByCurrency\n  /** Every open deal's amount times its stage's probability, per currency. */\n  weightedByCurrency: AmountByCurrency\n}\n\n/**\n * The three figures above the board.\n *\n * Closed deals are excluded from both totals rather than counted at full or\n * zero value: the summary describes what is still in play, and a won deal\n * counted in \"pipeline value\" would make the pipeline look larger every time\n * something closed. `weightedDealAmountCents` already answers zero for a\n * stage the pipeline no longer has.\n */\nexport function boardSummary(\n  deals: readonly Pick<\n    CrmDeal,\n    'status' | 'amountCents' | 'currency' | 'stageId'\n  >[],\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n): BoardSummary {\n  const summary: BoardSummary = {\n    openCount: 0,\n    valueByCurrency: {},\n    weightedByCurrency: {},\n  }\n  for (const deal of deals) {\n    if (deal.status !== 'open') continue\n    summary.openCount += 1\n    const amount = Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0))\n    addAmount(summary.valueByCurrency, deal.currency, amount)\n    addAmount(\n      summary.weightedByCurrency,\n      deal.currency,\n      weightedDealAmountCents(deal, dealStageById(pipeline, deal.stageId)),\n    )\n  }\n  return summary\n}\n\n/** `$1,200.00 · €300.00` — one figure per currency, largest first. */\nexport function formatAmountByCurrency(totals: AmountByCurrency): string {\n  const entries = Object.entries(totals).sort((a, b) => b[1] - a[1])\n  if (!entries.length) return formatMoney(0, DEFAULT_DEAL_CURRENCY)\n  return entries.map(([code, cents]) => formatMoney(cents, code)).join(' · ')\n}\n\n/** The pipeline's stages in `order`, ties broken by position. */\nexport function sortedStages(\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n): CrmDealStage[] {\n  return [...(pipeline?.stages ?? [])]\n    .map((stage, index) => ({ stage, index }))\n    .sort((a, b) => a.stage.order - b.stage.order || a.index - b.index)\n    .map(({ stage }) => stage)\n}\n\n/** The stages a deal can be dragged between — everything that is not closed. */\nexport function openStages(\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n): CrmDealStage[] {\n  return sortedStages(pipeline).filter((stage) => stage.kind === 'open')\n}\n\n/** The stage whose `kind` is `won` or `lost`, or null when the pipeline lacks one. */\nexport function closingStage(\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n  kind: 'won' | 'lost',\n): CrmDealStage | null {\n  return sortedStages(pipeline).find((stage) => stage.kind === kind) ?? null\n}\n\n/**\n * The id a new stage is stored under: the name as a slug, made unique\n * against the stages already there.\n *\n * A slug rather than a random id because the id appears in every deal that\n * sits in the stage and in every automation filter that names it, so a\n * reader looking at `stageId == \"demo-booked\"` should be able to tell which\n * stage that is without opening the pipeline. Uniqueness is what keeps a\n * second \"Demo\" from silently becoming the first.\n */\nexport function newStageId(\n  name: string,\n  existing: readonly CrmDealStage[],\n): string {\n  const base =\n    String(name ?? '')\n      .trim()\n      .toLowerCase()\n      .replace(/[^a-z0-9]+/g, '-')\n      .replace(/^-+|-+$/g, '')\n      .slice(0, 40) || 'stage'\n  const taken = new Set(existing.map((stage) => stage.id))\n  if (!taken.has(base)) return base\n  let suffix = 2\n  while (taken.has(`${base}-${suffix}`)) suffix += 1\n  return `${base}-${suffix}`\n}\n\n/**\n * Stages re-numbered 0..n in the order they are GIVEN.\n *\n * Positional on purpose: every caller hands this an array it has already\n * arranged — a swap, a splice, a filter over the sorted stages — and the\n * stored `order` on each entry is the arrangement being replaced. Sorting by\n * it here would put a swapped pair straight back where it was.\n */\nexport function renumberStages(\n  stages: readonly CrmDealStage[],\n): CrmDealStage[] {\n  return stages.map((stage, order) => ({ ...stage, order }))\n}\n\n/** 0–100, whole numbers; anything else becomes the nearest bound. */\nexport function clampProbability(value: unknown): number {\n  const number = Math.round(Number(value))\n  if (!Number.isFinite(number)) return 0\n  return Math.min(100, Math.max(0, number))\n}\n\n/**\n * Add an open stage in front of the closing stages.\n *\n * Won and Lost stay last: a pipeline reads left to right as a progression,\n * and a stage added after \"Won\" would be a step past the end.\n */\nexport function addStage(\n  stages: readonly CrmDealStage[],\n  name: string,\n  probability = 50,\n): CrmDealStage[] {\n  const trimmed = String(name ?? '').trim()\n  if (!trimmed) return [...stages]\n  const sorted = sortedStages({ stages: [...stages] })\n  const firstClosed = sorted.findIndex((stage) => stage.kind !== 'open')\n  const at = firstClosed === -1 ? sorted.length : firstClosed\n  const stage: CrmDealStage = {\n    id: newStageId(trimmed, sorted),\n    name: trimmed,\n    order: at,\n    probability: clampProbability(probability),\n    kind: 'open',\n  }\n  sorted.splice(at, 0, stage)\n  return renumberStages(sorted)\n}\n\nexport function renameStage(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  name: string,\n): CrmDealStage[] {\n  const trimmed = String(name ?? '').trim()\n  return stages.map((stage) =>\n    stage.id === stageId && trimmed ? { ...stage, name: trimmed } : stage,\n  )\n}\n\n/**\n * Set an OPEN stage's probability. Won is 100 and Lost is 0 by definition —\n * `weightedDealAmountCents` reads the status before the stage, so a Won\n * stage at 60% would change nothing and only mislead the editor.\n */\nexport function setStageProbability(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  probability: unknown,\n): CrmDealStage[] {\n  return stages.map((stage) =>\n    stage.id === stageId && stage.kind === 'open'\n      ? { ...stage, probability: clampProbability(probability) }\n      : stage,\n  )\n}\n\n/**\n * Swap an open stage with its open neighbor. The closing stages are not in\n * the reorderable range, so an open stage can never be moved past Won.\n */\nexport function moveStage(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  direction: 'up' | 'down',\n): CrmDealStage[] {\n  const sorted = sortedStages({ stages: [...stages] })\n  const index = sorted.findIndex((stage) => stage.id === stageId)\n  if (index === -1 || sorted[index].kind !== 'open') return sorted\n  const target = direction === 'up' ? index - 1 : index + 1\n  if (target < 0 || target >= sorted.length) return sorted\n  if (sorted[target].kind !== 'open') return sorted\n  const swapped = [...sorted]\n  const moving = swapped[index]\n  swapped[index] = swapped[target]\n  swapped[target] = moving\n  return renumberStages(swapped)\n}\n\n/**\n * Why a stage cannot be removed, or `null` when it can.\n *\n * `dealsInStage` is the server's count, asked for before this is called: a\n * stage with deals in it cannot go, because every one of those deals would\n * be left pointing at a stage that no longer exists and worth nothing to the\n * forecast. The closing stages cannot go at all — a deal has to be able to\n * be won and lost.\n */\nexport function stageRemovalRefusal(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  dealsInStage: number,\n): string | null {\n  const stage = stages.find((entry) => entry.id === stageId)\n  if (!stage) return 'This stage is no longer in the pipeline.'\n  if (stage.kind !== 'open') {\n    return `Every pipeline keeps its ${stage.kind === 'won' ? 'Won' : 'Lost'} stage.`\n  }\n  if (openStages({ stages: [...stages] }).length <= 1) {\n    return 'A pipeline needs at least one open stage.'\n  }\n  if (dealsInStage > 0) {\n    return (\n      `${dealsInStage.toLocaleString()} ${dealsInStage === 1 ? 'deal is' : 'deals are'} ` +\n      'in this stage. Move them first, so none is left in a stage that no longer exists.'\n    )\n  }\n  return null\n}\n\nexport function removeStage(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n): CrmDealStage[] {\n  return renumberStages(stages.filter((stage) => stage.id !== stageId))\n}\n\n/**\n * What a stored set of stages has to satisfy before it is written back:\n * unique ids, a name on every stage, exactly one Won and one Lost, at least\n * one open stage. The editor refuses a save that fails this rather than\n * writing a pipeline the board cannot draw.\n */\nexport function stagesProblem(stages: readonly CrmDealStage[]): string | null {\n  if (!stages.length) return 'A pipeline needs stages.'\n  const ids = new Set<string>()\n  for (const stage of stages) {\n    if (!stage.id) return 'Every stage needs an id.'\n    if (ids.has(stage.id)) return `Two stages share the id \"${stage.id}\".`\n    ids.add(stage.id)\n    if (!String(stage.name ?? '').trim()) return 'Every stage needs a name.'\n  }\n  const won = stages.filter((stage) => stage.kind === 'won').length\n  const lost = stages.filter((stage) => stage.kind === 'lost').length\n  if (won !== 1) return 'A pipeline has exactly one Won stage.'\n  if (lost !== 1) return 'A pipeline has exactly one Lost stage.'\n  if (!stages.some((stage) => stage.kind === 'open')) {\n    return 'A pipeline needs at least one open stage.'\n  }\n  return null\n}\n\n/**\n * The event a stage change emits, and the flat payload a workflow filter\n * reads (AGL-2598). Strings and numbers only — a workflow expression\n * evaluates over scalars, and an absent link is the empty string rather than\n * a missing key so `contactId == \"\"` is a filter somebody can write.\n */\nexport type DealEventName = 'dealStageChanged' | 'dealWon' | 'dealLost'\n\nexport function dealEventName(status: CrmDeal['status']): DealEventName {\n  if (status === 'won') return 'dealWon'\n  if (status === 'lost') return 'dealLost'\n  return 'dealStageChanged'\n}\n\nexport function dealEventPayload(\n  dealId: string,\n  deal: Pick<\n    CrmDeal,\n    | 'title'\n    | 'amountCents'\n    | 'currency'\n    | 'stageId'\n    | 'ownerUid'\n    | 'contactId'\n    | 'companyId'\n    | 'lostReason'\n  >,\n  previousStageId: string,\n): Record<string, string | number> {\n  return {\n    dealId,\n    title: String(deal.title ?? ''),\n    amountCents: Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0)),\n    currency: String(deal.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),\n    stageId: String(deal.stageId ?? ''),\n    previousStageId: String(previousStageId ?? ''),\n    ownerUid: String(deal.ownerUid ?? ''),\n    contactId: String(deal.contactId ?? ''),\n    companyId: String(deal.companyId ?? ''),\n    ...(deal.lostReason ? { lostReason: String(deal.lostReason) } : {}),\n  }\n}\n\n/** Initials for an avatar: the first letters of the first two words. */\nexport function initialsFor(label: string): string {\n  const words = String(label ?? '')\n    .trim()\n    .split(/[\\s@._-]+/)\n    .filter(Boolean)\n  const letters = words\n    .slice(0, 2)\n    .map((word) => word[0])\n    .join('')\n  return (letters || '?').toUpperCase()\n}\n\n/**\n * A stable hue for one person, so an owner keeps one color across cards and\n * sessions. Hashing the label rather than picking from a palette is what\n * makes the same uid the same color on every machine.\n */\nexport function hueFor(label: string): number {\n  let hash = 0\n  for (let index = 0; index < label.length; index += 1) {\n    hash = (hash * 31 + label.charCodeAt(index)) % 360\n  }\n  return hash\n}\n\n/** `2026-09-05` for a date input, from epoch ms; `''` for none. */\nexport function dateInputValue(ms: number | null | undefined): string {\n  if (typeof ms !== 'number' || !Number.isFinite(ms)) return ''\n  const at = new Date(ms)\n  const offset = at.getTimezoneOffset() * 60_000\n  return new Date(ms - offset).toISOString().slice(0, 10)\n}\n\n/**\n * Epoch ms at local noon of a typed `YYYY-MM-DD`, or `null`.\n *\n * Noon rather than midnight so the day survives a timezone round trip: a\n * close date stored at local midnight and read back one timezone west shows\n * the day before.\n */\nexport function dateInputMs(value: string): number | null {\n  const match = /^(\\d{4})-(\\d{2})-(\\d{2})$/.exec(String(value ?? '').trim())\n  if (!match) return null\n  const at = new Date(\n    Number(match[1]),\n    Number(match[2]) - 1,\n    Number(match[3]),\n    12,\n    0,\n    0,\n    0,\n  )\n  return Number.isNaN(at.getTime()) ? null : 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/deal-board-model.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * The pipeline's arithmetic and the stage editor's rules (AGL-2598), as pure\n * functions — no Firestore, no React — so the board, the table, the detail\n * page and the server route read one definition of \"what is this pipeline\n * worth\" and \"which stage edits are legal\".\n */\n\n// The module itself and never the `@aglyn/aglyn` barrel: this file is\n// reached from the server entry through the deal-stage route, and the barrel\n// carries client-only context modules the App Router graph refuses on a\n// server path (AGL-405/1349).\nimport {\n  type CrmDeal,\n  type CrmDealStage,\n  type CrmForecastCategory,\n  type CrmPipeline,\n  DEFAULT_DEAL_STAGES,\n  dealStageById,\n  isCrmForecastCategory,\n  isPipelineArchived,\n  weightedDealAmountCents,\n} from '@aglyn/aglyn/app-utils/crm'\n\n/** A deal as the console reads it: the model plus its document id. */\nexport type DealDoc = CrmDeal & {\n  $id: string\n  /**\n   * The contact's and the company's names, copied onto the deal when the\n   * link is made. A board of two hundred cards cannot afford a keyed read per\n   * card to caption each one, and the caption is allowed to lag a rename —\n   * the link itself is the id, which never changes.\n   */\n  contactName?: string\n  companyName?: string\n}\n\n/** A pipeline as the console reads it. */\nexport type PipelineDoc = CrmPipeline & { $id: string }\n\n/** The document id the seeded default pipeline is written under. */\nexport const DEFAULT_PIPELINE_ID = 'default'\n\n/** Name of the pipeline every org starts with. */\nexport const DEFAULT_PIPELINE_NAME = 'Sales'\n\nexport const PIPELINE_NAME_MAX = 60\n\n/** The pipelines a picker offers and a new deal may land in: the ones not archived. */\nexport function activePipelines<T extends Pick<CrmPipeline, 'archivedAt'>>(\n  pipelines: readonly T[],\n): T[] {\n  return pipelines.filter((pipeline) => !isPipelineArchived(pipeline))\n}\n\n/**\n * The pipeline a new deal lands in when nobody picks one: the active one\n * marked default, else the first active one, else nothing. An archived\n * pipeline is never the default even if its flag was left on — archiving\n * clears the flag, but a document written by an older console may not\n * have had it cleared, and a default nobody can create a deal in is a\n * board that opens on a pipeline the picker does not list.\n */\nexport function defaultPipelineOf<T extends Pick<CrmPipeline, 'archivedAt' | 'isDefault'>>(\n  pipelines: readonly T[],\n): T | null {\n  const active = activePipelines(pipelines)\n  return active.find((pipeline) => pipeline.isDefault) ?? active[0] ?? null\n}\n\n/**\n * Why a pipeline cannot be created or renamed to `name`, or `null`.\n *\n * Names are unique among the ACTIVE pipelines, compared without case: the\n * picker lists them by name alone, and two rows reading \"Sales\" would be a\n * choice nobody can make. An archived pipeline's name is free to reuse —\n * \"Sales 2025\" retired and \"Sales\" started over is the point of archiving.\n */\nexport function pipelineNameProblem(\n  name: string,\n  pipelines: ReadonlyArray<Pick<CrmPipeline, 'name' | 'archivedAt'> & { $id: string }>,\n  ownId?: string,\n): string | null {\n  const trimmed = String(name ?? '').trim()\n  if (!trimmed) return 'A pipeline needs a name.'\n  const taken = activePipelines(pipelines).find(\n    (pipeline) =>\n      pipeline.$id !== ownId &&\n      String(pipeline.name ?? '').trim().toLowerCase() === trimmed.toLowerCase(),\n  )\n  if (taken) return `Another pipeline is already called \"${taken.name}\".`\n  return null\n}\n\n/**\n * Why a pipeline cannot be archived, or `null` when it can.\n *\n * `openDeals` is the server's count, asked for before this is called, the\n * way `stageRemovalRefusal` asks: an open deal in an archived pipeline is\n * a card on no board, and the count is taken at the click because a deal\n * can be created into the pipeline from another tab meanwhile. The default\n * pipeline cannot go while it is the default — a new deal has to land\n * somewhere — and the last active one cannot go at all, for the same\n * reason from the other side.\n */\nexport function pipelineArchiveRefusal(\n  pipeline: Pick<CrmPipeline, 'archivedAt' | 'isDefault'> & { $id: string },\n  pipelines: ReadonlyArray<Pick<CrmPipeline, 'archivedAt'> & { $id: string }>,\n  openDeals: number,\n): string | null {\n  if (isPipelineArchived(pipeline)) return 'This pipeline is already archived.'\n  if (activePipelines(pipelines).filter((entry) => entry.$id !== pipeline.$id).length === 0) {\n    return 'The last pipeline cannot be archived.'\n  }\n  if (pipeline.isDefault) {\n    return 'This is the default pipeline. Make another one the default first.'\n  }\n  if (openDeals > 0) {\n    return (\n      `${openDeals.toLocaleString()} open ${openDeals === 1 ? 'deal is' : 'deals are'} ` +\n      'in this pipeline. Close or move them first, so none is left on a board nobody opens.'\n    )\n  }\n  return null\n}\n\n/** What every pipeline write stamps besides its name. */\nexport interface PipelineWriteContext {\n  visibleTo: readonly string[]\n  hostId: string\n  uid: string\n  nowMs: number\n}\n\n/**\n * The document a new pipeline is created as: the name, a COPY of the\n * default stages, not the default, active. A copy for the reason\n * `DEFAULT_DEAL_STAGES` gives — a second pipeline seeded later must start\n * from the original set, whatever the first one's editor did to its own.\n */\nexport function newPipelineDocument(\n  name: string,\n  context: PipelineWriteContext,\n): Record<string, unknown> {\n  return {\n    name: String(name ?? '').trim().slice(0, PIPELINE_NAME_MAX),\n    stages: DEFAULT_DEAL_STAGES.map((stage) => ({ ...stage })),\n    isDefault: false,\n    archivedAt: null,\n    visibleTo: [...context.visibleTo],\n    hostId: context.hostId,\n    createdByUid: context.uid,\n    createdAt: new Date(context.nowMs),\n    updatedAt: new Date(context.nowMs),\n  }\n}\n\n/**\n * Currencies the amount picker offers, lowercase ISO 4217 as the model\n * stores them. Short on purpose: a picker of a hundred and eighty currencies\n * is a scroll, and a deal in one outside this list is entered through the\n * API with whatever code it carries — the display below formats any code\n * `Intl` knows.\n */\nexport const DEAL_CURRENCIES = [\n  'usd',\n  'eur',\n  'gbp',\n  'cad',\n  'aud',\n  'nzd',\n  'chf',\n  'jpy',\n  'sek',\n  'nok',\n  'dkk',\n  'mxn',\n  'brl',\n  'inr',\n  'sgd',\n] as const\n\nexport const DEFAULT_DEAL_CURRENCY = 'usd'\n\n/** How a deal's `status` reads on screen. */\nexport const DEAL_STATUS_LABELS: Record<CrmDeal['status'], string> = {\n  open: 'Open',\n  won: 'Won',\n  lost: 'Lost',\n}\n\n/** Cents → the reader's locale, or a plain number when the code is unknown. */\nexport function formatMoney(cents: number, currency: string | undefined): string {\n  const code = String(currency || DEFAULT_DEAL_CURRENCY).toUpperCase()\n  const amount = (Number(cents) || 0) / 100\n  try {\n    return new Intl.NumberFormat(undefined, {\n      style: 'currency',\n      currency: code,\n    }).format(amount)\n  } catch {\n    return `${amount.toFixed(2)} ${code}`\n  }\n}\n\n/**\n * A typed amount, as cents, or `null` when it is not a number.\n *\n * Accepts what people paste from an invoice — a thousands separator, a\n * currency symbol, surrounding space — and refuses a negative: a deal is\n * worth zero or more, and a negative amount here is a typo rather than a\n * refund. Rounded rather than truncated so `19.995` does not lose a cent.\n */\nexport function parseAmountInput(input: string): number | null {\n  const cleaned = String(input ?? '')\n    .replace(/[^0-9.-]/g, '')\n    .trim()\n  if (!cleaned) return null\n  const value = Number(cleaned)\n  if (!Number.isFinite(value) || value < 0) return null\n  return Math.round(value * 100)\n}\n\n/** Cents → the string the amount field shows, `''` for nothing. */\nexport function amountInputValue(cents: number | undefined | null): string {\n  if (typeof cents !== 'number' || !Number.isFinite(cents)) return ''\n  return (cents / 100).toFixed(2)\n}\n\n/**\n * Epoch ms from whatever a timestamp field holds after a round trip — a\n * Firestore `Timestamp`, a `Date` a client just wrote, or a number.\n */\nexport function timestampMs(value: unknown): number | null {\n  if (!value) return null\n  if (typeof value === 'number') return Number.isFinite(value) ? value : null\n  if (value instanceof Date) return value.getTime()\n  const seconds = (value as { seconds?: unknown }).seconds\n  if (typeof seconds === 'number') return seconds * 1000\n  const toMillis = (value as { toMillis?: () => number }).toMillis\n  if (typeof toMillis === 'function') return toMillis.call(value)\n  return null\n}\n\n/** Whole days a deal has sat in its current stage, never negative. */\nexport function daysInStage(\n  deal: Pick<CrmDeal, 'stageChangedAtMs' | 'createdAt'>,\n  nowMs: number,\n): number {\n  const since =\n    typeof deal.stageChangedAtMs === 'number'\n      ? deal.stageChangedAtMs\n      : timestampMs(deal.createdAt)\n  if (!since) return 0\n  return Math.max(0, Math.floor((nowMs - since) / 86_400_000))\n}\n\n/** A sum per currency, because two currencies never add into one number. */\nexport type AmountByCurrency = Record<string, number>\n\nfunction addAmount(\n  totals: AmountByCurrency,\n  currency: string | undefined,\n  cents: number,\n): void {\n  const code = String(currency || DEFAULT_DEAL_CURRENCY).toLowerCase()\n  totals[code] = (totals[code] ?? 0) + cents\n}\n\nexport interface BoardSummary {\n  /** Deals whose `status` is `open`, whatever stage they sit in. */\n  openCount: number\n  /** Every open deal's full amount, per currency. */\n  valueByCurrency: AmountByCurrency\n  /** Every open deal's amount times its stage's probability, per currency. */\n  weightedByCurrency: AmountByCurrency\n}\n\n/**\n * The three figures above the board.\n *\n * Closed deals are excluded from both totals rather than counted at full or\n * zero value: the summary describes what is still in play, and a won deal\n * counted in \"pipeline value\" would make the pipeline look larger every time\n * something closed. `weightedDealAmountCents` already answers zero for a\n * stage the pipeline no longer has.\n */\nexport function boardSummary(\n  deals: readonly (Pick<CrmDeal, 'status' | 'amountCents' | 'currency' | 'stageId'> &\n    Partial<Pick<CrmDeal, 'probability'>>)[],\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n): BoardSummary {\n  const summary: BoardSummary = {\n    openCount: 0,\n    valueByCurrency: {},\n    weightedByCurrency: {},\n  }\n  for (const deal of deals) {\n    if (deal.status !== 'open') continue\n    summary.openCount += 1\n    const amount = Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0))\n    addAmount(summary.valueByCurrency, deal.currency, amount)\n    addAmount(\n      summary.weightedByCurrency,\n      deal.currency,\n      weightedDealAmountCents(deal, dealStageById(pipeline, deal.stageId)),\n    )\n  }\n  return summary\n}\n\n/** `$1,200.00 · €300.00` — one figure per currency, largest first. */\nexport function formatAmountByCurrency(totals: AmountByCurrency): string {\n  const entries = Object.entries(totals).sort((a, b) => b[1] - a[1])\n  if (!entries.length) return formatMoney(0, DEFAULT_DEAL_CURRENCY)\n  return entries.map(([code, cents]) => formatMoney(cents, code)).join(' · ')\n}\n\n/** The pipeline's stages in `order`, ties broken by position. */\nexport function sortedStages(\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n): CrmDealStage[] {\n  return [...(pipeline?.stages ?? [])]\n    .map((stage, index) => ({ stage, index }))\n    .sort((a, b) => a.stage.order - b.stage.order || a.index - b.index)\n    .map(({ stage }) => stage)\n}\n\n/** The stages a deal can be dragged between — everything that is not closed. */\nexport function openStages(\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n): CrmDealStage[] {\n  return sortedStages(pipeline).filter((stage) => stage.kind === 'open')\n}\n\n/** The stage whose `kind` is `won` or `lost`, or null when the pipeline lacks one. */\nexport function closingStage(\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n  kind: 'won' | 'lost',\n): CrmDealStage | null {\n  return sortedStages(pipeline).find((stage) => stage.kind === kind) ?? null\n}\n\n/**\n * The id a new stage is stored under: the name as a slug, made unique\n * against the stages already there.\n *\n * A slug rather than a random id because the id appears in every deal that\n * sits in the stage and in every automation filter that names it, so a\n * reader looking at `stageId == \"demo-booked\"` should be able to tell which\n * stage that is without opening the pipeline. Uniqueness is what keeps a\n * second \"Demo\" from silently becoming the first.\n */\nexport function newStageId(\n  name: string,\n  existing: readonly CrmDealStage[],\n): string {\n  const base =\n    String(name ?? '')\n      .trim()\n      .toLowerCase()\n      .replace(/[^a-z0-9]+/g, '-')\n      .replace(/^-+|-+$/g, '')\n      .slice(0, 40) || 'stage'\n  const taken = new Set(existing.map((stage) => stage.id))\n  if (!taken.has(base)) return base\n  let suffix = 2\n  while (taken.has(`${base}-${suffix}`)) suffix += 1\n  return `${base}-${suffix}`\n}\n\n/**\n * Stages re-numbered 0..n in the order they are GIVEN.\n *\n * Positional on purpose: every caller hands this an array it has already\n * arranged — a swap, a splice, a filter over the sorted stages — and the\n * stored `order` on each entry is the arrangement being replaced. Sorting by\n * it here would put a swapped pair straight back where it was.\n */\nexport function renumberStages(\n  stages: readonly CrmDealStage[],\n): CrmDealStage[] {\n  return stages.map((stage, order) => ({ ...stage, order }))\n}\n\n/** 0–100, whole numbers; anything else becomes the nearest bound. */\nexport function clampProbability(value: unknown): number {\n  const number = Math.round(Number(value))\n  if (!Number.isFinite(number)) return 0\n  return Math.min(100, Math.max(0, number))\n}\n\n/**\n * Add an open stage in front of the closing stages.\n *\n * Won and Lost stay last: a pipeline reads left to right as a progression,\n * and a stage added after \"Won\" would be a step past the end.\n */\nexport function addStage(\n  stages: readonly CrmDealStage[],\n  name: string,\n  probability = 50,\n): CrmDealStage[] {\n  const trimmed = String(name ?? '').trim()\n  if (!trimmed) return [...stages]\n  const sorted = sortedStages({ stages: [...stages] })\n  const firstClosed = sorted.findIndex((stage) => stage.kind !== 'open')\n  const at = firstClosed === -1 ? sorted.length : firstClosed\n  const stage: CrmDealStage = {\n    id: newStageId(trimmed, sorted),\n    name: trimmed,\n    order: at,\n    probability: clampProbability(probability),\n    kind: 'open',\n    forecastCategory: 'pipeline',\n  }\n  sorted.splice(at, 0, stage)\n  return renumberStages(sorted)\n}\n\nexport function renameStage(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  name: string,\n): CrmDealStage[] {\n  const trimmed = String(name ?? '').trim()\n  return stages.map((stage) =>\n    stage.id === stageId && trimmed ? { ...stage, name: trimmed } : stage,\n  )\n}\n\n/**\n * Set an OPEN stage's probability. Won is 100 and Lost is 0 by definition —\n * `weightedDealAmountCents` reads the status before the stage, so a Won\n * stage at 60% would change nothing and only mislead the editor.\n */\nexport function setStageProbability(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  probability: unknown,\n): CrmDealStage[] {\n  return stages.map((stage) =>\n    stage.id === stageId && stage.kind === 'open'\n      ? { ...stage, probability: clampProbability(probability) }\n      : stage,\n  )\n}\n\n/**\n * Set an OPEN stage's forecast category (AGL-3516). Won is Closed and Lost\n * is Omitted by definition, for the reason {@link setStageProbability}\n * gives; a deal's own category is changed on the deal.\n */\nexport function setStageForecastCategory(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  category: CrmForecastCategory | string,\n): CrmDealStage[] {\n  if (!isCrmForecastCategory(category)) return [...stages]\n  return stages.map((stage) =>\n    stage.id === stageId && stage.kind === 'open'\n      ? { ...stage, forecastCategory: category }\n      : stage,\n  )\n}\n\n/**\n * Swap an open stage with its open neighbor. The closing stages are not in\n * the reorderable range, so an open stage can never be moved past Won.\n */\nexport function moveStage(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  direction: 'up' | 'down',\n): CrmDealStage[] {\n  const sorted = sortedStages({ stages: [...stages] })\n  const index = sorted.findIndex((stage) => stage.id === stageId)\n  if (index === -1 || sorted[index].kind !== 'open') return sorted\n  const target = direction === 'up' ? index - 1 : index + 1\n  if (target < 0 || target >= sorted.length) return sorted\n  if (sorted[target].kind !== 'open') return sorted\n  const swapped = [...sorted]\n  const moving = swapped[index]\n  swapped[index] = swapped[target]\n  swapped[target] = moving\n  return renumberStages(swapped)\n}\n\n/**\n * Why a stage cannot be removed, or `null` when it can.\n *\n * `dealsInStage` is the server's count, asked for before this is called: a\n * stage with deals in it cannot go, because every one of those deals would\n * be left pointing at a stage that no longer exists and worth nothing to the\n * forecast. The closing stages cannot go at all — a deal has to be able to\n * be won and lost.\n */\nexport function stageRemovalRefusal(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  dealsInStage: number,\n): string | null {\n  const stage = stages.find((entry) => entry.id === stageId)\n  if (!stage) return 'This stage is no longer in the pipeline.'\n  if (stage.kind !== 'open') {\n    return `Every pipeline keeps its ${stage.kind === 'won' ? 'Won' : 'Lost'} stage.`\n  }\n  if (openStages({ stages: [...stages] }).length <= 1) {\n    return 'A pipeline needs at least one open stage.'\n  }\n  if (dealsInStage > 0) {\n    return (\n      `${dealsInStage.toLocaleString()} ${dealsInStage === 1 ? 'deal is' : 'deals are'} ` +\n      'in this stage. Move them first, so none is left in a stage that no longer exists.'\n    )\n  }\n  return null\n}\n\nexport function removeStage(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n): CrmDealStage[] {\n  return renumberStages(stages.filter((stage) => stage.id !== stageId))\n}\n\n/**\n * What a stored set of stages has to satisfy before it is written back:\n * unique ids, a name on every stage, exactly one Won and one Lost, at least\n * one open stage. The editor refuses a save that fails this rather than\n * writing a pipeline the board cannot draw.\n */\nexport function stagesProblem(stages: readonly CrmDealStage[]): string | null {\n  if (!stages.length) return 'A pipeline needs stages.'\n  const ids = new Set<string>()\n  for (const stage of stages) {\n    if (!stage.id) return 'Every stage needs an id.'\n    if (ids.has(stage.id)) return `Two stages share the id \"${stage.id}\".`\n    ids.add(stage.id)\n    if (!String(stage.name ?? '').trim()) return 'Every stage needs a name.'\n  }\n  const won = stages.filter((stage) => stage.kind === 'won').length\n  const lost = stages.filter((stage) => stage.kind === 'lost').length\n  if (won !== 1) return 'A pipeline has exactly one Won stage.'\n  if (lost !== 1) return 'A pipeline has exactly one Lost stage.'\n  if (!stages.some((stage) => stage.kind === 'open')) {\n    return 'A pipeline needs at least one open stage.'\n  }\n  return null\n}\n\n/**\n * The event a stage change emits, and the flat payload a workflow filter\n * reads (AGL-2598). Strings and numbers only — a workflow expression\n * evaluates over scalars, and an absent link is the empty string rather than\n * a missing key so `contactId == \"\"` is a filter somebody can write.\n */\nexport type DealEventName = 'dealStageChanged' | 'dealWon' | 'dealLost'\n\nexport function dealEventName(status: CrmDeal['status']): DealEventName {\n  if (status === 'won') return 'dealWon'\n  if (status === 'lost') return 'dealLost'\n  return 'dealStageChanged'\n}\n\nexport function dealEventPayload(\n  dealId: string,\n  deal: Pick<\n    CrmDeal,\n    | 'title'\n    | 'amountCents'\n    | 'currency'\n    | 'stageId'\n    | 'ownerUid'\n    | 'contactId'\n    | 'companyId'\n    | 'lostReason'\n  >,\n  previousStageId: string,\n): Record<string, string | number> {\n  return {\n    dealId,\n    title: String(deal.title ?? 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Hashing the label rather than picking from a palette is what\n * makes the same uid the same color on every machine.\n */\nexport function hueFor(label: string): number {\n  let hash = 0\n  for (let index = 0; index < label.length; index += 1) {\n    hash = (hash * 31 + label.charCodeAt(index)) % 360\n  }\n  return hash\n}\n\n/** `2026-09-05` for a date input, from epoch ms; `''` for none. */\nexport function dateInputValue(ms: number | null | undefined): string {\n  if (typeof ms !== 'number' || !Number.isFinite(ms)) return ''\n  const at = new Date(ms)\n  const offset = at.getTimezoneOffset() * 60_000\n  return new Date(ms - offset).toISOString().slice(0, 10)\n}\n\n/**\n * Epoch ms at local noon of a typed `YYYY-MM-DD`, or `null`.\n *\n * Noon rather than midnight so the day survives a timezone round trip: a\n * close date stored at local midnight and read back one timezone west shows\n * the day before.\n */\nexport function dateInputMs(value: string): number | null {\n  const match = /^(\\d{4})-(\\d{2})-(\\d{2})$/.exec(String(value ?? 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package/src/lib/model/deal-contact-roles.d.ts

@@ -0,0 +1,45 @@
+/**
+ * @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 CrmDealContactRole, type CrmPicklist } from '@aglyn/aglyn';
+/** Why a contact cannot be added to the deal, or `null` when it can. */
+export declare function dealContactRoleAddProblem(roles: readonly CrmDealContactRole[], contactId: string): string | null;
+/** `roles` with one contact added — as the Primary, when asked, which every other row then is not. */
+export declare function dealContactRolesAdded(roles: readonly CrmDealContactRole[], added: {
+    contactId: string;
+    role?: string;
+    primary: boolean;
+}): CrmDealContactRole[];
+/** `roles` with one contact's role set — `''` for none. */
+export declare function dealContactRolesWithRole(roles: readonly CrmDealContactRole[], contactId: string, role: string): CrmDealContactRole[];
+/**
+ * What a save of the card writes: the roles judged against the org's list
+ * (a contact's current role kept), `contactId` as their Primary — `null`
+ * for a field the caller deletes — and whether the Primary changed, which
+ * is when the name the drawer copied beside `contactId` goes stale.
+ */
+export declare function dealContactRolesSave(deal: {
+    contactId?: unknown;
+    contactRoles?: unknown;
+}, next: readonly CrmDealContactRole[], picklist: CrmPicklist): {
+    ok: true;
+    contactRoles: CrmDealContactRole[];
+    contactId: string | null;
+    primaryChanged: boolean;
+} | {
+    ok: false;
+    error: string;
+};

package/src/lib/model/deal-contact-roles.js

@@ -0,0 +1,73 @@
+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 { DEAL_CONTACT_ROLES_MAX, dealContactRoleFields, dealContactRolesOf, judgeDealContactRoles } from "@aglyn/aglyn";
+/*
+ * THE DEAL PAGE'S CONTACT ROLES CARD (AGL-3521), as pure functions: what
+ * each edit makes of the list, and the fields one save writes.
+ */ /** Why a contact cannot be added to the deal, or `null` when it can. */ export function dealContactRoleAddProblem(roles, contactId) {
+    if (!contactId) return 'Pick a contact.';
+    if (roles.some((row)=>row.contactId === contactId)) return 'That contact is already on this deal.';
+    if (roles.length >= DEAL_CONTACT_ROLES_MAX) {
+        return `A deal names at most ${DEAL_CONTACT_ROLES_MAX} contacts.`;
+    }
+    return null;
+}
+/** `roles` with one contact added — as the Primary, when asked, which every other row then is not. */ export function dealContactRolesAdded(roles, added) {
+    const row = _extends({
+        contactId: added.contactId
+    }, added.role ? {
+        role: added.role
+    } : {}, {
+        primary: added.primary
+    });
+    return [
+        ...roles.map((entry)=>added.primary ? _extends({}, entry, {
+                primary: false
+            }) : entry),
+        row
+    ];
+}
+/** `roles` with one contact's role set — `''` for none. */ export function dealContactRolesWithRole(roles, contactId, role) {
+    return roles.map((row)=>{
+        if (row.contactId !== contactId) return row;
+        return _extends({
+            contactId: row.contactId
+        }, role ? {
+            role
+        } : {}, {
+            primary: row.primary
+        });
+    });
+}
+/**
+ * What a save of the card writes: the roles judged against the org's list
+ * (a contact's current role kept), `contactId` as their Primary — `null`
+ * for a field the caller deletes — and whether the Primary changed, which
+ * is when the name the drawer copied beside `contactId` goes stale.
+ */ export function dealContactRolesSave(deal, next, picklist) {
+    const judged = judgeDealContactRoles(picklist, next, dealContactRolesOf(deal));
+    if (judged.ok === false) return judged;
+    const fields = dealContactRoleFields(judged.roles);
+    const before = typeof deal.contactId === 'string' && deal.contactId ? deal.contactId : null;
+    return _extends({
+        ok: true
+    }, fields, {
+        primaryChanged: fields.contactId !== before
+    });
+}
+
+//# sourceMappingURL=deal-contact-roles.js.map

package/src/lib/model/deal-contact-roles.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/deal-contact-roles.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 CrmDealContactRole,\n  type CrmPicklist,\n  DEAL_CONTACT_ROLES_MAX,\n  dealContactRoleFields,\n  dealContactRolesOf,\n  judgeDealContactRoles,\n} from '@aglyn/aglyn'\n\n/*\n * THE DEAL PAGE'S CONTACT ROLES CARD (AGL-3521), as pure functions: what\n * each edit makes of the list, and the fields one save writes.\n */\n\n/** Why a contact cannot be added to the deal, or `null` when it can. */\nexport function dealContactRoleAddProblem(\n  roles: readonly CrmDealContactRole[],\n  contactId: string,\n): string | null {\n  if (!contactId) return 'Pick a contact.'\n  if (roles.some((row) => row.contactId === contactId)) return 'That contact is already on this deal.'\n  if (roles.length >= DEAL_CONTACT_ROLES_MAX) {\n    return `A deal names at most ${DEAL_CONTACT_ROLES_MAX} contacts.`\n  }\n  return null\n}\n\n/** `roles` with one contact added — as the Primary, when asked, which every other row then is not. */\nexport function dealContactRolesAdded(\n  roles: readonly CrmDealContactRole[],\n  added: { contactId: string; role?: string; primary: boolean },\n): CrmDealContactRole[] {\n  const row: CrmDealContactRole = {\n    contactId: added.contactId,\n    ...(added.role ? { role: added.role } : {}),\n    primary: added.primary,\n  }\n  return [...roles.map((entry) => (added.primary ? { ...entry, primary: false } : entry)), row]\n}\n\n/** `roles` with one contact's role set — `''` for none. */\nexport function dealContactRolesWithRole(\n  roles: readonly CrmDealContactRole[],\n  contactId: string,\n  role: string,\n): CrmDealContactRole[] {\n  return roles.map((row) => {\n    if (row.contactId !== contactId) return row\n    return { contactId: row.contactId, ...(role ? { role } : {}), primary: row.primary }\n  })\n}\n\n/**\n * What a save of the card writes: the roles judged against the org's list\n * (a contact's current role kept), `contactId` as their Primary — `null`\n * for a field the caller deletes — and whether the Primary changed, which\n * is when the name the drawer copied beside `contactId` goes stale.\n */\nexport function dealContactRolesSave(\n  deal: { contactId?: unknown; contactRoles?: unknown },\n  next: readonly CrmDealContactRole[],\n  picklist: CrmPicklist,\n):\n  | {\n      ok: true\n      contactRoles: CrmDealContactRole[]\n      contactId: string | null\n      primaryChanged: boolean\n    }\n  | { ok: false; error: string } {\n  const judged = judgeDealContactRoles(picklist, next, dealContactRolesOf(deal))\n  if (judged.ok === false) return judged\n  const fields = dealContactRoleFields(judged.roles)\n  const before = typeof deal.contactId === 'string' && deal.contactId ? deal.contactId : null\n  return { ok: true, ...fields, primaryChanged: fields.contactId !== before }\n}\n"],"names":["DEAL_CONTACT_ROLES_MAX","dealContactRoleFields","dealContactRolesOf","judgeDealContactRoles","dealContactRoleAddProblem","roles","contactId","some","row","length","dealContactRolesAdded","added","role","primary","map","entry","dealContactRolesWithRole","dealContactRolesSave","deal","next","picklist","judged","ok","fields","before","primaryChanged"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAGEA,sBAAsB,EACtBC,qBAAqB,EACrBC,kBAAkB,EAClBC,qBAAqB,QAChB,eAAc;AAErB;;;CAGC,GAED,sEAAsE,GACtE,OAAO,SAASC,0BACdC,KAAoC,EACpCC,SAAiB;IAEjB,IAAI,CAACA,WAAW,OAAO;IACvB,IAAID,MAAME,IAAI,CAAC,CAACC,MAAQA,IAAIF,SAAS,KAAKA,YAAY,OAAO;IAC7D,IAAID,MAAMI,MAAM,IAAIT,wBAAwB;QAC1C,OAAO,CAAC,qBAAqB,EAAEA,uBAAuB,UAAU,CAAC;IACnE;IACA,OAAO;AACT;AAEA,oGAAoG,GACpG,OAAO,SAASU,sBACdL,KAAoC,EACpCM,KAA6D;IAE7D,MAAMH,MAA0B;QAC9BF,WAAWK,MAAML,SAAS;OACtBK,MAAMC,IAAI,GAAG;QAAEA,MAAMD,MAAMC,IAAI;IAAC,IAAI,CAAC;QACzCC,SAASF,MAAME,OAAO;;IAExB,OAAO;WAAIR,MAAMS,GAAG,CAAC,CAACC,QAAWJ,MAAME,OAAO,GAAG,aAAKE;gBAAOF,SAAS;iBAAUE;QAASP;KAAI;AAC/F;AAEA,yDAAyD,GACzD,OAAO,SAASQ,yBACdX,KAAoC,EACpCC,SAAiB,EACjBM,IAAY;IAEZ,OAAOP,MAAMS,GAAG,CAAC,CAACN;QAChB,IAAIA,IAAIF,SAAS,KAAKA,WAAW,OAAOE;QACxC,OAAO;YAAEF,WAAWE,IAAIF,SAAS;WAAMM,OAAO;YAAEA;QAAK,IAAI,CAAC;YAAIC,SAASL,IAAIK,OAAO;;IACpF;AACF;AAEA;;;;;CAKC,GACD,OAAO,SAASI,qBACdC,IAAqD,EACrDC,IAAmC,EACnCC,QAAqB;IASrB,MAAMC,SAASlB,sBAAsBiB,UAAUD,MAAMjB,mBAAmBgB;IACxE,IAAIG,OAAOC,EAAE,KAAK,OAAO,OAAOD;IAChC,MAAME,SAAStB,sBAAsBoB,OAAOhB,KAAK;IACjD,MAAMmB,SAAS,OAAON,KAAKZ,SAAS,KAAK,YAAYY,KAAKZ,SAAS,GAAGY,KAAKZ,SAAS,GAAG;IACvF,OAAO;QAAEgB,IAAI;OAASC;QAAQE,gBAAgBF,OAAOjB,SAAS,KAAKkB;;AACrE"}

package/src/lib/model/deal-form-model.d.ts

@@ -14,6 +14,15 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
+/**
+ * The deal drawer's values and the documents they become (AGL-2598), as pure
+ * functions — the drawer holds strings the way inputs do, and this module is
+ * the one place those strings turn into the typed fields a `CrmDeal` stores.
+ * Kept out of the component so the translation can be tested without a
+ * Firestore or a DOM, and so the contact card and the company card, which
+ * open the same drawer with a link preselected, build a deal the same way.
+ */
+import { type CrmDeal, type CrmDealStage, type CrmForecastCategory, type CrmPicklist } from '@aglyn/aglyn';
 import { type DealDoc, type PipelineDoc } from './deal-board-model';
 /** What the drawer edits — strings as the inputs hold them. */
 export interface DealFormValues {
@@ -31,6 +40,17 @@ export interface DealFormValues {
     companyId: string;
     companyName: string;
     notes: string;
+    /** The `opportunityType` label, or empty. */
+    type: string;
+    /** The `leadSource` label, or empty. */
+    leadSource: string;
+    nextStep: string;
+    /** The override as typed, `35`; empty means the stage's. */
+    probability: string;
+    /** Empty means the stage's — what a save stamps when nobody picked one. */
+    forecastCategory: '' | CrmForecastCategory;
+    /** One of the org's campaigns, or empty. */
+    campaignId: string;
 }
 export declare const DEAL_TITLE_MAX = 120;
 export declare const DEAL_NOTES_MAX = 4000;
@@ -62,7 +82,34 @@ export interface DealWriteContext {
     hostId: string;
     uid: string;
     nowMs: number;
+    /**
+     * The stage the deal is in, whose forecast category a form left on
+     * "from the stage" stamps (AGL-3516). Absent, the field is left unset and
+     * every reader derives it from the stage.
+     */
+    stage?: Pick<CrmDealStage, 'kind' | 'forecastCategory'> | null;
 }
+/**
+ * The form's two picklist fields judged against the org's lists (AGL-3516),
+ * the way every server door judges them: an active value is stored as the
+ * list spells it, a blank clears, the deal's own current value is kept, and
+ * anything else is refused naming what the list allows. A NEW deal with no
+ * Type takes the list's default, as Salesforce's does; the lead source is
+ * never defaulted — it records where a deal came from.
+ */
+export declare function judgeDealFormPicklists(values: DealFormValues, lists: {
+    type: CrmPicklist;
+    leadSource: CrmPicklist;
+}, options: {
+    current?: Partial<Pick<CrmDeal, 'type' | 'leadSource'>> | null;
+    created: boolean;
+}): {
+    ok: true;
+    values: DealFormValues;
+} | {
+    ok: false;
+    error: string;
+};
 /**
  * The document a new deal is created as. Open, in the chosen stage, with
  * the stage clock started now so "days in stage" counts from creation.
@@ -81,6 +128,15 @@ export declare function dealDocumentFromForm(values: DealFormValues, context: De
  */
 export declare function dealPatchFromForm(values: DealFormValues, nowMs: number, options?: {
     amountDerived?: boolean;
+    stage?: DealWriteContext['stage'];
+    /**
+     * The deal as stored, whose contact roles a changed contact moves
+     * (AGL-3521): the contact picked becomes the Primary — added with no
+     * role when the deal did not name them — and a cleared contact leaves
+     * the deal with no Primary. An unchanged contact writes no roles, so a
+     * role edited on the deal's page meanwhile is not overwritten.
+     */
+    current?: Pick<CrmDeal, 'contactId' | 'contactRoles'> | null;
 }): {
     set: Record<string, unknown>;
     clear: string[];

package/src/lib/model/deal-form-model.js

@@ -21,7 +21,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * Kept out of the component so the translation can be tested without a
  * Firestore or a DOM, and so the contact card and the company card, which
  * open the same drawer with a link preselected, build a deal the same way.
- */ import { contactDisplayName, nameSearchKey, nameSearchToken } from "@aglyn/aglyn";
+ */ import { contactDisplayName, crmPicklistDefaultLabel, DEAL_NEXT_STEP_MAX, dealContactRolesOf, dealContactRolesWithPrimary, dealStageForecastCategory, isCrmForecastCategory, judgeCrmPicklistValue, nameSearchKey, nameSearchToken, readDealProbability } from "@aglyn/aglyn";
 import { amountInputValue, dateInputMs, dateInputValue, DEFAULT_DEAL_CURRENCY, openStages, parseAmountInput } from "./deal-board-model.js";
 export const DEAL_TITLE_MAX = 120;
 export const DEAL_NOTES_MAX = 4000;
@@ -47,11 +47,17 @@ export const DEAL_NOTES_MAX = 4000;
         contactName: '',
         companyId: '',
         companyName: '',
-        notes: ''
+        notes: '',
+        type: '',
+        leadSource: '',
+        nextStep: '',
+        probability: '',
+        forecastCategory: '',
+        campaignId: ''
     }, defaults);
 }
 /** The form an existing deal opens as. */ export function dealFormFromDoc(deal) {
-    var _deal_title, _deal_pipelineId, _deal_stageId, _deal_ownerUid, _deal_contactId, _deal_contactName, _deal_companyId, _deal_companyName, _deal_notes;
+    var _deal_title, _deal_pipelineId, _deal_stageId, _deal_ownerUid, _deal_contactId, _deal_contactName, _deal_companyId, _deal_companyName, _deal_notes, _deal_type, _deal_leadSource, _deal_nextStep, _deal_campaignId;
     return {
         title: String((_deal_title = deal.title) != null ? _deal_title : ''),
         pipelineId: String((_deal_pipelineId = deal.pipelineId) != null ? _deal_pipelineId : ''),
@@ -64,7 +70,13 @@ export const DEAL_NOTES_MAX = 4000;
         contactName: String((_deal_contactName = deal.contactName) != null ? _deal_contactName : ''),
         companyId: String((_deal_companyId = deal.companyId) != null ? _deal_companyId : ''),
         companyName: String((_deal_companyName = deal.companyName) != null ? _deal_companyName : ''),
-        notes: String((_deal_notes = deal.notes) != null ? _deal_notes : '')
+        notes: String((_deal_notes = deal.notes) != null ? _deal_notes : ''),
+        type: String((_deal_type = deal.type) != null ? _deal_type : ''),
+        leadSource: String((_deal_leadSource = deal.leadSource) != null ? _deal_leadSource : ''),
+        nextStep: String((_deal_nextStep = deal.nextStep) != null ? _deal_nextStep : ''),
+        probability: typeof deal.probability === 'number' ? String(deal.probability) : '',
+        forecastCategory: isCrmForecastCategory(deal.forecastCategory) ? deal.forecastCategory : '',
+        campaignId: String((_deal_campaignId = deal.campaignId) != null ? _deal_campaignId : '')
     };
 }
 /**
@@ -84,11 +96,41 @@ export const DEAL_NOTES_MAX = 4000;
     if (values.expectedClose.trim() && dateInputMs(values.expectedClose) === null) {
         return 'The expected close has to be a date.';
     }
+    if (readDealProbability(values.probability) === undefined) {
+        return 'The probability has to be a whole number from 0 to 100.';
+    }
     if (mode === 'create' && (!values.pipelineId || !values.stageId)) {
         return 'Pick the stage the deal starts in.';
     }
     return null;
 }
+/**
+ * The form's two picklist fields judged against the org's lists (AGL-3516),
+ * the way every server door judges them: an active value is stored as the
+ * list spells it, a blank clears, the deal's own current value is kept, and
+ * anything else is refused naming what the list allows. A NEW deal with no
+ * Type takes the list's default, as Salesforce's does; the lead source is
+ * never defaulted — it records where a deal came from.
+ */ export function judgeDealFormPicklists(values, lists, options) {
+    var _crmPicklistDefaultLabel, _type_value, _leadSource_value;
+    var _options_current, _options_current1;
+    const typed = values.type.trim() || (options.created ? (_crmPicklistDefaultLabel = crmPicklistDefaultLabel(lists.type)) != null ? _crmPicklistDefaultLabel : '' : '');
+    const type = judgeCrmPicklistValue('opportunityType', lists.type, typed, (_options_current = options.current) == null ? void 0 : _options_current.type);
+    if (type.ok === false) return type;
+    const leadSource = judgeCrmPicklistValue('leadSource', lists.leadSource, values.leadSource, (_options_current1 = options.current) == null ? void 0 : _options_current1.leadSource);
+    if (leadSource.ok === false) return leadSource;
+    return {
+        ok: true,
+        values: _extends({}, values, {
+            type: (_type_value = type.value) != null ? _type_value : '',
+            leadSource: (_leadSource_value = leadSource.value) != null ? _leadSource_value : ''
+        })
+    };
+}
+/** The forecast category a save stamps: the form's, else the stage's, else none. */ function forecastCategoryFor(values, stage) {
+    if (isCrmForecastCategory(values.forecastCategory)) return values.forecastCategory;
+    return stage ? dealStageForecastCategory(stage) : null;
+}
 /**
  * The optional fields, as the values to SET and the keys to CLEAR.
  *
@@ -99,6 +141,7 @@ export const DEAL_NOTES_MAX = 4000;
  * either. On a create the cleared keys are simply not written; on an edit
  * the component turns them into field deletes.
  */ function optionalFields(values) {
+    var _readDealProbability;
     const set = {};
     const clear = [];
     const put = (key, value)=>{
@@ -113,6 +156,11 @@ export const DEAL_NOTES_MAX = 4000;
     put('companyId', values.companyId.trim());
     put('companyName', values.companyId.trim() ? values.companyName.trim() : '');
     put('notes', values.notes.trim().slice(0, DEAL_NOTES_MAX));
+    put('type', values.type.trim());
+    put('leadSource', values.leadSource.trim());
+    put('nextStep', values.nextStep.trim().replace(/\s+/g, ' ').slice(0, DEAL_NEXT_STEP_MAX));
+    put('probability', (_readDealProbability = readDealProbability(values.probability)) != null ? _readDealProbability : null);
+    put('campaignId', values.campaignId.trim());
     return {
         set,
         clear
@@ -124,15 +172,27 @@ export const DEAL_NOTES_MAX = 4000;
  */ export function dealDocumentFromForm(values, context) {
     const title = values.title.trim().slice(0, DEAL_TITLE_MAX);
     const { set } = optionalFields(values);
+    const forecastCategory = forecastCategoryFor(values, context.stage);
+    const contactId = values.contactId.trim();
     return _extends({
         title,
         titleLower: nameSearchKey(title),
         pipelineId: values.pipelineId,
         stageId: values.stageId,
-        status: 'open',
+        status: 'open'
+    }, contactId ? {
+        contactRoles: [
+            {
+                contactId,
+                primary: true
+            }
+        ]
+    } : {}, {
         currency: String(values.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),
         stageChangedAtMs: context.nowMs
-    }, set, {
+    }, forecastCategory ? {
+        forecastCategory
+    } : {}, set, {
         visibleTo: context.visibleTo,
         hostId: context.hostId,
         createdByUid: context.uid,
@@ -151,8 +211,20 @@ export const DEAL_NOTES_MAX = 4000;
  * form shows them read-only, and a patch that re-wrote the number it was
  * seeded with would overwrite a line added from another tab meanwhile.
  */ export function dealPatchFromForm(values, nowMs, options = {}) {
+    var _options_current_contactId;
     const title = values.title.trim().slice(0, DEAL_TITLE_MAX);
-    const { set, clear } = optionalFields(values);
+    const optional = optionalFields(values);
+    const set = optional.set;
+    const { clear } = optional;
+    const contactId = values.contactId.trim();
+    if (options.current && contactId !== ((_options_current_contactId = options.current.contactId) != null ? _options_current_contactId : '')) {
+        set['contactRoles'] = dealContactRolesWithPrimary(dealContactRolesOf(options.current), contactId || null);
+    }
+    // The category picked, else the stage's again; with neither, the field
+    // goes and every reader derives it from the stage.
+    const forecastCategory = forecastCategoryFor(values, options.stage);
+    if (forecastCategory) set['forecastCategory'] = forecastCategory;
+    else clear.push('forecastCategory');
     if (options.amountDerived) {
         delete set['amountCents'];
         return {