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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/deal-form-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 deal drawer's values and the documents they become (AGL-2598), as pure\n * functions — the drawer holds strings the way inputs do, and this module is\n * the one place those strings turn into the typed fields a `CrmDeal` stores.\n * Kept out of the component so the translation can be tested without a\n * Firestore or a DOM, and so the contact card and the company card, which\n * open the same drawer with a link preselected, build a deal the same way.\n */\n\nimport {\n  contactDisplayName,\n  type CrmDeal,\n  nameSearchKey,\n  nameSearchToken,\n} from '@aglyn/aglyn'\nimport {\n  amountInputValue,\n  dateInputMs,\n  dateInputValue,\n  DEFAULT_DEAL_CURRENCY,\n  type DealDoc,\n  openStages,\n  parseAmountInput,\n  type PipelineDoc,\n} from './deal-board-model'\n\n/** What the drawer edits — strings as the inputs hold them. */\nexport interface DealFormValues {\n  title: string\n  pipelineId: string\n  stageId: string\n  /** As typed: `1,250.00`; parsed at save. */\n  amount: string\n  currency: string\n  /** `YYYY-MM-DD` from a date input, or empty. */\n  expectedClose: string\n  ownerUid: string\n  contactId: string\n  contactName: string\n  companyId: string\n  companyName: string\n  notes: string\n}\n\nexport const DEAL_TITLE_MAX = 120\nexport const DEAL_NOTES_MAX = 4000\n\n/**\n * A blank form aimed at a pipeline's first open stage.\n *\n * `defaults` is how a contact's page or a company's page starts a deal\n * already linked to itself: the caller passes the ids and names it knows and\n * the drawer opens with those fields filled. Anything it does not pass stays\n * blank rather than being guessed.\n */\nexport function emptyDealForm(\n  pipeline: Pick<PipelineDoc, '$id' | 'stages'> | null | undefined,\n  defaults: Partial<DealFormValues> = {},\n): DealFormValues {\n  const firstOpen = openStages(pipeline)[0]\n  return {\n    title: '',\n    pipelineId: pipeline?.$id ?? '',\n    stageId: firstOpen?.id ?? '',\n    amount: '',\n    currency: DEFAULT_DEAL_CURRENCY,\n    expectedClose: '',\n    ownerUid: '',\n    contactId: '',\n    contactName: '',\n    companyId: '',\n    companyName: '',\n    notes: '',\n    ...defaults,\n  }\n}\n\n/** The form an existing deal opens as. */\nexport function dealFormFromDoc(deal: DealDoc): DealFormValues {\n  return {\n    title: String(deal.title ?? ''),\n    pipelineId: String(deal.pipelineId ?? ''),\n    stageId: String(deal.stageId ?? ''),\n    amount: amountInputValue(deal.amountCents),\n    currency: String(deal.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),\n    expectedClose: dateInputValue(deal.expectedCloseAtMs),\n    ownerUid: String(deal.ownerUid ?? ''),\n    contactId: String(deal.contactId ?? ''),\n    contactName: String(deal.contactName ?? ''),\n    companyId: String(deal.companyId ?? ''),\n    companyName: String(deal.companyName ?? ''),\n    notes: String(deal.notes ?? ''),\n  }\n}\n\n/**\n * Why the form cannot be saved, or `null` when it can.\n *\n * A title is the one thing a deal needs — a card with no title is a card\n * nobody can find on the board. The amount is optional but, if typed, has to\n * parse: a deal saved with an amount the merchant typed and the model dropped\n * would forecast at zero without saying so. The stage is only checked on a\n * new deal, because an existing deal's stage is moved by the stage route and\n * is not this form's to write.\n */\nexport function dealFormProblem(\n  values: DealFormValues,\n  mode: 'create' | 'edit',\n): string | null {\n  if (!values.title.trim()) return 'A deal needs a title.'\n  if (values.amount.trim() && parseAmountInput(values.amount) === null) {\n    return 'The amount has to be a number of zero or more.'\n  }\n  if (values.expectedClose.trim() && dateInputMs(values.expectedClose) === null) {\n    return 'The expected close has to be a date.'\n  }\n  if (mode === 'create' && (!values.pipelineId || !values.stageId)) {\n    return 'Pick the stage the deal starts in.'\n  }\n  return null\n}\n\n/** What every deal write stamps besides the fields the form edits. */\nexport interface DealWriteContext {\n  visibleTo: string[]\n  hostId: string\n  uid: string\n  nowMs: number\n}\n\n/**\n * The optional fields, as the values to SET and the keys to CLEAR.\n *\n * Split rather than written as `null` because a deal's optional ids are\n * typed as absent-or-string, and the indexes on `contactId` and `companyId`\n * are what the contact and company pages query — a `null` there would be a\n * row those pages cannot see and a filter on \"no contact\" could not find\n * either. On a create the cleared keys are simply not written; on an edit\n * the component turns them into field deletes.\n */\nfunction optionalFields(values: DealFormValues): {\n  set: Record<string, string | number>\n  clear: string[]\n} {\n  const set: Record<string, string | number> = {}\n  const clear: string[] = []\n  const put = (key: string, value: string | number | null) => {\n    if (value === null || value === '') clear.push(key)\n    else set[key] = value\n  }\n  put('amountCents', parseAmountInput(values.amount))\n  put('expectedCloseAtMs', dateInputMs(values.expectedClose))\n  put('ownerUid', values.ownerUid.trim())\n  put('contactId', values.contactId.trim())\n  put('contactName', values.contactId.trim() ? values.contactName.trim() : '')\n  put('companyId', values.companyId.trim())\n  put('companyName', values.companyId.trim() ? values.companyName.trim() : '')\n  put('notes', values.notes.trim().slice(0, DEAL_NOTES_MAX))\n  return { set, clear }\n}\n\n/**\n * The document a new deal is created as. Open, in the chosen stage, with\n * the stage clock started now so \"days in stage\" counts from creation.\n */\nexport function dealDocumentFromForm(\n  values: DealFormValues,\n  context: DealWriteContext,\n): Record<string, unknown> {\n  const title = values.title.trim().slice(0, DEAL_TITLE_MAX)\n  const { set } = optionalFields(values)\n  return {\n    title,\n    titleLower: nameSearchKey(title),\n    pipelineId: values.pipelineId,\n    stageId: values.stageId,\n    status: 'open' satisfies CrmDeal['status'],\n    currency: String(values.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),\n    stageChangedAtMs: context.nowMs,\n    ...set,\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 * The patch an edit writes. Never the stage, the status or the scope: the\n * stage goes through the server route so the automations hear it, and the\n * scope is changed only by an org-wide member on purpose.\n *\n * Nor the amount or the currency of a deal whose amount is DERIVED\n * (`amountDerived`, AGL-2620): with line items on the deal the amount is\n * their sum and the currency is theirs, both owned by the products card. The\n * form shows them read-only, and a patch that re-wrote the number it was\n * seeded with would overwrite a line added from another tab meanwhile.\n */\nexport function dealPatchFromForm(\n  values: DealFormValues,\n  nowMs: number,\n  options: { amountDerived?: boolean } = {},\n): { set: Record<string, unknown>; clear: string[] } {\n  const title = values.title.trim().slice(0, DEAL_TITLE_MAX)\n  const { set, clear } = optionalFields(values)\n  if (options.amountDerived) {\n    delete set['amountCents']\n    return {\n      set: { title, titleLower: nameSearchKey(title), ...set, updatedAt: new Date(nowMs) },\n      clear: clear.filter((key) => key !== 'amountCents'),\n    }\n  }\n  return {\n    set: {\n      title,\n      titleLower: nameSearchKey(title),\n      currency: String(values.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),\n      ...set,\n      updatedAt: new Date(nowMs),\n    },\n    clear,\n  }\n}\n\n/** A contact as the picker offers it. */\nexport interface ContactChoice {\n  id: string\n  name: string\n  email: string\n}\n\n/**\n * The contacts a typed query matches, from a window of recent contact rows,\n * in the list's own grammar.\n *\n * In memory rather than by query because the contacts collection has no\n * composite index over `visibleTo` with `nameLower` or `email`, and a\n * scoped list can carry only one array clause — so the picker reads the\n * newest rows the viewer may see (bounded, ordered) and matches here. The\n * match is what the list's search does: the normalized query as a prefix of\n * the email, or as a prefix of any word of the name (`nameTokens` holds\n * every word prefix a write produced; `nameLower` covers rows written before\n * the tokens existed). The holder's own name for the person wins over the\n * canonical one, as everywhere else.\n */\nexport function contactChoicesFor(\n  queryText: string,\n  rows: readonly Record<string, unknown>[],\n  /**\n   * The holder each row is named through: one group for every row under a\n   * site, or a resolver per row at the organization level (AGL-2630), where\n   * each contact reads through its own primary holder.\n   */\n  groupId: string | ((row: Record<string, unknown>) => string),\n  max = 8,\n): ContactChoice[] {\n  const key = nameSearchKey(queryText)\n  const token = nameSearchToken(queryText)\n  const choices: ContactChoice[] = []\n  for (const row of rows) {\n    const email = String(row['email'] ?? 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''), name, email })\n    if (choices.length >= max) break\n  }\n  return 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/deal-form-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 deal drawer's values and the documents they become (AGL-2598), as pure\n * functions — the drawer holds strings the way inputs do, and this module is\n * the one place those strings turn into the typed fields a `CrmDeal` stores.\n * Kept out of the component so the translation can be tested without a\n * Firestore or a DOM, and so the contact card and the company card, which\n * open the same drawer with a link preselected, build a deal the same way.\n */\n\nimport {\n  contactDisplayName,\n  type CrmDeal,\n  type CrmDealStage,\n  type CrmForecastCategory,\n  type CrmPicklist,\n  crmPicklistDefaultLabel,\n  DEAL_NEXT_STEP_MAX,\n  dealContactRolesOf,\n  dealContactRolesWithPrimary,\n  dealStageForecastCategory,\n  isCrmForecastCategory,\n  judgeCrmPicklistValue,\n  nameSearchKey,\n  nameSearchToken,\n  readDealProbability,\n} from '@aglyn/aglyn'\nimport {\n  amountInputValue,\n  dateInputMs,\n  dateInputValue,\n  DEFAULT_DEAL_CURRENCY,\n  type DealDoc,\n  openStages,\n  parseAmountInput,\n  type PipelineDoc,\n} from './deal-board-model'\n\n/** What the drawer edits — strings as the inputs hold them. */\nexport interface DealFormValues {\n  title: string\n  pipelineId: string\n  stageId: string\n  /** As typed: `1,250.00`; parsed at save. */\n  amount: string\n  currency: string\n  /** `YYYY-MM-DD` from a date input, or empty. */\n  expectedClose: string\n  ownerUid: string\n  contactId: string\n  contactName: string\n  companyId: string\n  companyName: string\n  notes: string\n  /*\n   * Salesforce's Opportunity fields (AGL-3516).\n   */\n  /** The `opportunityType` label, or empty. */\n  type: string\n  /** The `leadSource` label, or empty. */\n  leadSource: string\n  nextStep: string\n  /** The override as typed, `35`; empty means the stage's. */\n  probability: string\n  /** Empty means the stage's — what a save stamps when nobody picked one. */\n  forecastCategory: '' | CrmForecastCategory\n  /** One of the org's campaigns, or empty. */\n  campaignId: string\n}\n\nexport const DEAL_TITLE_MAX = 120\nexport const DEAL_NOTES_MAX = 4000\n\n/**\n * A blank form aimed at a pipeline's first open stage.\n *\n * `defaults` is how a contact's page or a company's page starts a deal\n * already linked to itself: the caller passes the ids and names it knows and\n * the drawer opens with those fields filled. Anything it does not pass stays\n * blank rather than being guessed.\n */\nexport function emptyDealForm(\n  pipeline: Pick<PipelineDoc, '$id' | 'stages'> | null | undefined,\n  defaults: Partial<DealFormValues> = {},\n): DealFormValues {\n  const firstOpen = openStages(pipeline)[0]\n  return {\n    title: '',\n    pipelineId: pipeline?.$id ?? '',\n    stageId: firstOpen?.id ?? '',\n    amount: '',\n    currency: DEFAULT_DEAL_CURRENCY,\n    expectedClose: '',\n    ownerUid: '',\n    contactId: '',\n    contactName: '',\n    companyId: '',\n    companyName: '',\n    notes: '',\n    type: '',\n    leadSource: '',\n    nextStep: '',\n    probability: '',\n    forecastCategory: '',\n    campaignId: '',\n    ...defaults,\n  }\n}\n\n/** The form an existing deal opens as. */\nexport function dealFormFromDoc(deal: DealDoc): DealFormValues {\n  return {\n    title: String(deal.title ?? ''),\n    pipelineId: String(deal.pipelineId ?? ''),\n    stageId: String(deal.stageId ?? ''),\n    amount: amountInputValue(deal.amountCents),\n    currency: String(deal.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),\n    expectedClose: dateInputValue(deal.expectedCloseAtMs),\n    ownerUid: String(deal.ownerUid ?? ''),\n    contactId: String(deal.contactId ?? ''),\n    contactName: String(deal.contactName ?? ''),\n    companyId: String(deal.companyId ?? ''),\n    companyName: String(deal.companyName ?? ''),\n    notes: String(deal.notes ?? ''),\n    type: String(deal.type ?? ''),\n    leadSource: String(deal.leadSource ?? ''),\n    nextStep: String(deal.nextStep ?? ''),\n    probability: typeof deal.probability === 'number' ? String(deal.probability) : '',\n    forecastCategory: isCrmForecastCategory(deal.forecastCategory) ? deal.forecastCategory : '',\n    campaignId: String(deal.campaignId ?? ''),\n  }\n}\n\n/**\n * Why the form cannot be saved, or `null` when it can.\n *\n * A title is the one thing a deal needs — a card with no title is a card\n * nobody can find on the board. The amount is optional but, if typed, has to\n * parse: a deal saved with an amount the merchant typed and the model dropped\n * would forecast at zero without saying so. The stage is only checked on a\n * new deal, because an existing deal's stage is moved by the stage route and\n * is not this form's to write.\n */\nexport function dealFormProblem(\n  values: DealFormValues,\n  mode: 'create' | 'edit',\n): string | null {\n  if (!values.title.trim()) return 'A deal needs a title.'\n  if (values.amount.trim() && parseAmountInput(values.amount) === null) {\n    return 'The amount has to be a number of zero or more.'\n  }\n  if (values.expectedClose.trim() && dateInputMs(values.expectedClose) === null) {\n    return 'The expected close has to be a date.'\n  }\n  if (readDealProbability(values.probability) === undefined) {\n    return 'The probability has to be a whole number from 0 to 100.'\n  }\n  if (mode === 'create' && (!values.pipelineId || !values.stageId)) {\n    return 'Pick the stage the deal starts in.'\n  }\n  return null\n}\n\n/** What every deal write stamps besides the fields the form edits. */\nexport interface DealWriteContext {\n  visibleTo: string[]\n  hostId: string\n  uid: string\n  nowMs: number\n  /**\n   * The stage the deal is in, whose forecast category a form left on\n   * \"from the stage\" stamps (AGL-3516). Absent, the field is left unset and\n   * every reader derives it from the stage.\n   */\n  stage?: Pick<CrmDealStage, 'kind' | 'forecastCategory'> | null\n}\n\n/**\n * The form's two picklist fields judged against the org's lists (AGL-3516),\n * the way every server door judges them: an active value is stored as the\n * list spells it, a blank clears, the deal's own current value is kept, and\n * anything else is refused naming what the list allows. A NEW deal with no\n * Type takes the list's default, as Salesforce's does; the lead source is\n * never defaulted — it records where a deal came from.\n */\nexport function judgeDealFormPicklists(\n  values: DealFormValues,\n  lists: { type: CrmPicklist; leadSource: CrmPicklist },\n  options: { current?: Partial<Pick<CrmDeal, 'type' | 'leadSource'>> | null; created: boolean },\n): { ok: true; values: DealFormValues } | { ok: false; error: string } {\n  const typed = values.type.trim() || (options.created ? (crmPicklistDefaultLabel(lists.type) ?? '') : '')\n  const type = judgeCrmPicklistValue('opportunityType', lists.type, typed, options.current?.type)\n  if (type.ok === false) return type\n  const leadSource = judgeCrmPicklistValue(\n    'leadSource',\n    lists.leadSource,\n    values.leadSource,\n    options.current?.leadSource,\n  )\n  if (leadSource.ok === false) return leadSource\n  return {\n    ok: true,\n    values: { ...values, type: type.value ?? '', leadSource: leadSource.value ?? '' },\n  }\n}\n\n/** The forecast category a save stamps: the form's, else the stage's, else none. */\nfunction forecastCategoryFor(\n  values: Pick<DealFormValues, 'forecastCategory'>,\n  stage: DealWriteContext['stage'],\n): CrmForecastCategory | null {\n  if (isCrmForecastCategory(values.forecastCategory)) return values.forecastCategory\n  return stage ? dealStageForecastCategory(stage) : null\n}\n\n/**\n * The optional fields, as the values to SET and the keys to CLEAR.\n *\n * Split rather than written as `null` because a deal's optional ids are\n * typed as absent-or-string, and the indexes on `contactId` and `companyId`\n * are what the contact and company pages query — a `null` there would be a\n * row those pages cannot see and a filter on \"no contact\" could not find\n * either. On a create the cleared keys are simply not written; on an edit\n * the component turns them into field deletes.\n */\nfunction optionalFields(values: DealFormValues): {\n  set: Record<string, string | number>\n  clear: string[]\n} {\n  const set: Record<string, string | number> = {}\n  const clear: string[] = []\n  const put = (key: string, value: string | number | null) => {\n    if (value === null || value === '') clear.push(key)\n    else set[key] = value\n  }\n  put('amountCents', parseAmountInput(values.amount))\n  put('expectedCloseAtMs', dateInputMs(values.expectedClose))\n  put('ownerUid', values.ownerUid.trim())\n  put('contactId', values.contactId.trim())\n  put('contactName', values.contactId.trim() ? values.contactName.trim() : '')\n  put('companyId', values.companyId.trim())\n  put('companyName', values.companyId.trim() ? values.companyName.trim() : '')\n  put('notes', values.notes.trim().slice(0, DEAL_NOTES_MAX))\n  put('type', values.type.trim())\n  put('leadSource', values.leadSource.trim())\n  put('nextStep', values.nextStep.trim().replace(/\\s+/g, ' ').slice(0, DEAL_NEXT_STEP_MAX))\n  put('probability', readDealProbability(values.probability) ?? null)\n  put('campaignId', values.campaignId.trim())\n  return { set, clear }\n}\n\n/**\n * The document a new deal is created as. Open, in the chosen stage, with\n * the stage clock started now so \"days in stage\" counts from creation.\n */\nexport function dealDocumentFromForm(\n  values: DealFormValues,\n  context: DealWriteContext,\n): Record<string, unknown> {\n  const title = values.title.trim().slice(0, DEAL_TITLE_MAX)\n  const { set } = optionalFields(values)\n  const forecastCategory = forecastCategoryFor(values, context.stage)\n  const contactId = values.contactId.trim()\n  return {\n    title,\n    titleLower: nameSearchKey(title),\n    pipelineId: values.pipelineId,\n    stageId: values.stageId,\n    status: 'open' satisfies CrmDeal['status'],\n    // The contact picked is the deal's Primary contact role (AGL-3521).\n    ...(contactId ? { contactRoles: [{ contactId, primary: true }] } : {}),\n    currency: String(values.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),\n    stageChangedAtMs: context.nowMs,\n    ...(forecastCategory ? { forecastCategory } : {}),\n    ...set,\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 * The patch an edit writes. Never the stage, the status or the scope: the\n * stage goes through the server route so the automations hear it, and the\n * scope is changed only by an org-wide member on purpose.\n *\n * Nor the amount or the currency of a deal whose amount is DERIVED\n * (`amountDerived`, AGL-2620): with line items on the deal the amount is\n * their sum and the currency is theirs, both owned by the products card. The\n * form shows them read-only, and a patch that re-wrote the number it was\n * seeded with would overwrite a line added from another tab meanwhile.\n */\nexport function dealPatchFromForm(\n  values: DealFormValues,\n  nowMs: number,\n  options: {\n    amountDerived?: boolean\n    stage?: DealWriteContext['stage']\n    /**\n     * The deal as stored, whose contact roles a changed contact moves\n     * (AGL-3521): the contact picked becomes the Primary — added with no\n     * role when the deal did not name them — and a cleared contact leaves\n     * the deal with no Primary. An unchanged contact writes no roles, so a\n     * role edited on the deal's page meanwhile is not overwritten.\n     */\n    current?: Pick<CrmDeal, 'contactId' | 'contactRoles'> | null\n  } = {},\n): { set: Record<string, unknown>; clear: string[] } {\n  const title = values.title.trim().slice(0, DEAL_TITLE_MAX)\n  const optional = optionalFields(values)\n  const set: Record<string, unknown> = optional.set\n  const { clear } = optional\n  const contactId = values.contactId.trim()\n  if (options.current && contactId !== (options.current.contactId ?? '')) {\n    set['contactRoles'] = dealContactRolesWithPrimary(dealContactRolesOf(options.current), contactId || null)\n  }\n  // The category picked, else the stage's again; with neither, the field\n  // goes and every reader derives it from the stage.\n  const forecastCategory = forecastCategoryFor(values, options.stage)\n  if (forecastCategory) set['forecastCategory'] = forecastCategory\n  else clear.push('forecastCategory')\n  if (options.amountDerived) {\n    delete set['amountCents']\n    return {\n      set: { title, titleLower: nameSearchKey(title), ...set, updatedAt: new Date(nowMs) },\n      clear: clear.filter((key) => key !== 'amountCents'),\n    }\n  }\n  return {\n    set: {\n      title,\n      titleLower: nameSearchKey(title),\n      currency: String(values.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),\n      ...set,\n      updatedAt: new Date(nowMs),\n    },\n    clear,\n  }\n}\n\n/** A contact as the picker offers it. */\nexport interface ContactChoice {\n  id: string\n  name: string\n  email: string\n}\n\n/**\n * The contacts a typed query matches, from a window of recent contact rows,\n * in the list's own grammar.\n *\n * In memory rather than by query because the contacts collection has no\n * composite index over `visibleTo` with `nameLower` or `email`, and a\n * scoped list can carry only one array clause — so the picker reads the\n * newest rows the viewer may see (bounded, ordered) and matches here. The\n * match is what the list's search does: the normalized query as a prefix of\n * the email, or as a prefix of any word of the name (`nameTokens` holds\n * every word prefix a write produced; `nameLower` covers rows written before\n * the tokens existed). The holder's own name for the person wins over the\n * canonical one, as everywhere else.\n */\nexport function contactChoicesFor(\n  queryText: string,\n  rows: readonly Record<string, unknown>[],\n  /**\n   * The holder each row is named through: one group for every row under a\n   * site, or a resolver per row at the organization level (AGL-2630), where\n   * each contact reads through its own primary holder.\n   */\n  groupId: string | ((row: Record<string, unknown>) => string),\n  max = 8,\n): ContactChoice[] {\n  const key = nameSearchKey(queryText)\n  const token = nameSearchToken(queryText)\n  const choices: ContactChoice[] = []\n  for (const row of rows) {\n    const email = String(row['email'] ?? '').toLowerCase()\n    const name = contactDisplayName(\n      row,\n      typeof groupId === 'function' ? groupId(row) : groupId,\n    )\n    const nameLower = nameSearchKey(name)\n    const tokens = Array.isArray(row['nameTokens'])\n      ? (row['nameTokens'] as unknown[]).map(String)\n      : []\n    const matches =\n      !key ||\n      email.startsWith(key) ||\n      nameLower.startsWith(key) ||\n      nameLower.includes(` ${key}`) ||\n      (token ? tokens.includes(token) : false)\n    if (!matches) continue\n    choices.push({ id: String(row['$id'] ?? ''), name, email })\n    if (choices.length >= max) break\n  }\n  return 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package/src/lib/model/download-text-file.d.ts

@@ -0,0 +1,23 @@
+/**
+ * @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.
+ */
+/**
+ * Hand the browser a file to save.
+ *
+ * It touches `URL.createObjectURL` and `document`, so it belongs to the
+ * browser and never to a module a server route imports.
+ */
+export declare function downloadTextFile(name: string, mime: string, text: string): void;

package/src/lib/model/download-text-file.js

@@ -0,0 +1,34 @@
+/**
+ * @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.
+ */ /**
+ * Hand the browser a file to save.
+ *
+ * It touches `URL.createObjectURL` and `document`, so it belongs to the
+ * browser and never to a module a server route imports.
+ */ export function downloadTextFile(name, mime, text) {
+    const url = URL.createObjectURL(new Blob([
+        text
+    ], {
+        type: mime
+    }));
+    const anchor = document.createElement('a');
+    anchor.href = url;
+    anchor.download = name;
+    anchor.click();
+    URL.revokeObjectURL(url);
+}
+
+//# sourceMappingURL=download-text-file.js.map

package/src/lib/model/download-text-file.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/download-text-file.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 * Hand the browser a file to save.\n *\n * It touches `URL.createObjectURL` and `document`, so it belongs to the\n * browser and never to a module a server route imports.\n */\nexport function downloadTextFile(name: string, mime: string, text: string): void {\n  const url = URL.createObjectURL(new Blob([text], { type: mime }))\n  const anchor = document.createElement('a')\n  anchor.href = url\n  anchor.download = name\n  anchor.click()\n  URL.revokeObjectURL(url)\n}\n"],"names":["downloadTextFile","name","mime","text","url","URL","createObjectURL","Blob","type","anchor","document","createElement","href","download","click","revokeObjectURL"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;CAKC,GACD,OAAO,SAASA,iBAAiBC,IAAY,EAAEC,IAAY,EAAEC,IAAY;IACvE,MAAMC,MAAMC,IAAIC,eAAe,CAAC,IAAIC,KAAK;QAACJ;KAAK,EAAE;QAAEK,MAAMN;IAAK;IAC9D,MAAMO,SAASC,SAASC,aAAa,CAAC;IACtCF,OAAOG,IAAI,GAAGR;IACdK,OAAOI,QAAQ,GAAGZ;IAClBQ,OAAOK,KAAK;IACZT,IAAIU,eAAe,CAACX;AACtB"}

package/src/lib/model/lead-filters.d.ts

@@ -14,11 +14,11 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import { type EmailStateStatus, type CrmLeadStatus } from '@aglyn/aglyn';
+import { type EmailStateStatus, type CrmLeadStatus, type CrmPicklist } from '@aglyn/aglyn';
 import type { CrmViewFilterClause } from '@aglyn/aglyn';
 import type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter';
 import { type ListGridFilterCodec } from '@aglyn/shared-ui-jsx/const/list-grid-filter';
-import type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan';
+import { type ListQueryDeclaration, type ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan';
 import { type CrmClauseAsked } from './crm-list-query';
 /**
  * What the Leads section's `Show` control offers (AGL-2608): the two
@@ -49,6 +49,20 @@ export declare const LEAD_EMAIL_FILTER_LABELS: Record<LeadEmailFilter, string>;
 export declare const LEAD_SOURCE_FILTER_NONE = "\0none";
 /** The fields the grid's panel offers on Leads. */
 export declare const LEAD_LIST_FILTER_FIELDS: readonly ListFilterField[];
+/**
+ * The lead picklist columns the list filters by (AGL-3513), each with the
+ * list its choices come from: a choice's value is the KEY the query
+ * compares, its caption the label.
+ */
+export declare const LEAD_PICKLIST_FILTERS: readonly [{
+    readonly column: "industry";
+    readonly picklistId: "industry";
+    readonly header: "Industry";
+}, {
+    readonly column: "rating";
+    readonly picklistId: "rating";
+    readonly header: "Rating";
+}];
 /** What each filter field reads as on a chip. */
 export declare const LEAD_LIST_FILTER_HEADERS: Readonly<Record<string, string>>;
 /** The choices for Status: Open (new, nurturing or working) and each status on its own. */
@@ -61,6 +75,21 @@ export declare const LEAD_EMAIL_FILTER_OPTIONS: {
     value: "none" | "ok" | "bounced" | "complained" | "blocked" | "undeliverable" | "unsubscribed" | "do_not_contact" | "problem";
     label: string;
 }[];
+/** The choices for Lead source direction: each group of the Lead source picklist. */
+export declare const LEAD_SOURCE_DIRECTION_FILTER_OPTIONS: {
+    value: import("./lead-source-direction").LeadSourceDirection;
+    label: string;
+}[];
+/**
+ * The Status choices as an org reads them (AGL-3512): still one choice per
+ * MEANING — the query asks `status` — each named by the org's values of that
+ * meaning, so a list that keeps "Contacted" and "Meeting set" as Working
+ * reads "Working: Contacted, Meeting set".
+ */
+export declare function leadStatusFilterOptions(picklist: CrmPicklist): Array<{
+    value: string;
+    label: string;
+}>;
 /**
  * The clauses the grid shows for a view's stored ones. A stored list with
  * no status clause is Open, which the list opened on before views existed,
@@ -105,6 +134,11 @@ export interface LeadQueryReader {
     scopeTokens: readonly string[] | null;
     /** Whether the reader may run a query without the scope clause (`useCrmFoldsScope`). */
     foldsScope: boolean;
+    /**
+     * The org's Lead source list, which a direction is expanded through;
+     * the standard values alone while it has not been read.
+     */
+    leadSources?: CrmPicklist;
 }
 /**
  * One grid clause as the clause the Leads query asks — see the block above.

package/src/lib/model/lead-filters.js

@@ -14,10 +14,12 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  * See the License for the specific language governing permissions and
  * limitations under the License.
- */ import { EMAIL_STATE_LABELS, EMAIL_STATE_STATUSES, CRM_LEAD_STATUS_LABELS, CRM_LEAD_OPEN_STATUSES, CRM_LEAD_SCOPED_CAMPAIGNS_FIELD, CRM_LEAD_STATUSES, crmLeadSourceKey } from "@aglyn/aglyn";
+ */ import { EMAIL_STATE_LABELS, EMAIL_STATE_STATUSES, CRM_LEAD_STATUS_LABELS, CRM_LEAD_OPEN_STATUSES, CRM_LEAD_SCOPED_CAMPAIGNS_FIELD, CRM_LEAD_STATUSES, crmLeadSourceKey, crmPicklistKey } from "@aglyn/aglyn";
 import { SCOPED_SEARCH_JOIN } from "@aglyn/aglyn/app-utils/name-search";
 import { listSelectCodec } from "@aglyn/shared-ui-jsx/const/list-grid-filter";
+import { LIST_QUERY_DISJUNCTIONS } from "@aglyn/shared-ui-jsx/const/list-query-plan";
 import { CRM_LIST_SEARCH, crmAnyOf, crmClauseValues, crmSelectField } from "./crm-list-query.js";
+import { isLeadSourceDirection, LEAD_SOURCE_DIRECTION_LABELS, LEAD_SOURCE_DIRECTIONS, leadSourceLabelsOfDirection, STANDARD_LEAD_SOURCES } from "./lead-source-direction.js";
 export const LEAD_FILTERS = [
     'open',
     'new',
@@ -63,6 +65,10 @@ export const LEAD_EMAIL_FILTER_LABELS = _extends({
  *   emailState   `equals <filter>`
  *   campaignIds  `contains <campaign id>`
  *   leadSource   `equals <label>`, or `isEmpty` for the leads holding none
+ *   leadSourceDirection   `equals inbound|outbound` (AGL-3511): every lead
+ *                whose lead source is a value of that group
+ *   industry, rating   `equals <key>` (AGL-3513): a value of the org's
+ *                Industry or Rating list, by the key the query compares
  *
  * Every one is asked of the Leads query (AGL-3321) through the field a
  * writer stores for it — see {@link leadQueryClause}.
@@ -103,6 +109,15 @@ export const LEAD_EMAIL_FILTER_LABELS = _extends({
             'isAnyOf'
         ]
     },
+    {
+        column: 'leadSourceDirection',
+        kind: 'exact',
+        path: 'leadSourceDirection',
+        operators: [
+            'equals',
+            'isAnyOf'
+        ]
+    },
     {
         column: 'campaignIds',
         kind: 'exact',
@@ -110,6 +125,41 @@ export const LEAD_EMAIL_FILTER_LABELS = _extends({
         operators: [
             'equals'
         ]
+    },
+    // Salesforce's Industry and Rating (AGL-3513), the lists companies keep.
+    {
+        column: 'industry',
+        kind: 'exact',
+        path: 'industry',
+        operators: [
+            'equals',
+            'isAnyOf'
+        ]
+    },
+    {
+        column: 'rating',
+        kind: 'exact',
+        path: 'rating',
+        operators: [
+            'equals',
+            'isAnyOf'
+        ]
+    }
+];
+/**
+ * The lead picklist columns the list filters by (AGL-3513), each with the
+ * list its choices come from: a choice's value is the KEY the query
+ * compares, its caption the label.
+ */ export const LEAD_PICKLIST_FILTERS = [
+    {
+        column: 'industry',
+        picklistId: 'industry',
+        header: 'Industry'
+    },
+    {
+        column: 'rating',
+        picklistId: 'rating',
+        header: 'Rating'
     }
 ];
 /** What each filter field reads as on a chip. */ export const LEAD_LIST_FILTER_HEADERS = {
@@ -117,7 +167,10 @@ export const LEAD_EMAIL_FILTER_LABELS = _extends({
     emailState: 'Email',
     ownerUid: 'Owner',
     leadSource: 'Lead source',
-    campaignIds: 'Campaign'
+    leadSourceDirection: 'Lead source direction',
+    campaignIds: 'Campaign',
+    industry: 'Industry',
+    rating: 'Rating'
 };
 /** The choices for Status: Open (new, nurturing or working) and each status on its own. */ export const LEAD_STATUS_FILTER_OPTIONS = LEAD_FILTERS.filter((option)=>option !== 'all').map((option)=>({
         value: option,
@@ -127,6 +180,29 @@ export const LEAD_EMAIL_FILTER_LABELS = _extends({
         value: option,
         label: LEAD_EMAIL_FILTER_LABELS[option]
     }));
+/** The choices for Lead source direction: each group of the Lead source picklist. */ export const LEAD_SOURCE_DIRECTION_FILTER_OPTIONS = LEAD_SOURCE_DIRECTIONS.map((direction)=>({
+        value: direction,
+        label: LEAD_SOURCE_DIRECTION_LABELS[direction]
+    }));
+/**
+ * The Status choices as an org reads them (AGL-3512): still one choice per
+ * MEANING — the query asks `status` — each named by the org's values of that
+ * meaning, so a list that keeps "Contacted" and "Meeting set" as Working
+ * reads "Working: Contacted, Meeting set".
+ */ export function leadStatusFilterOptions(picklist) {
+    const named = (status)=>{
+        const labels = picklist.values.filter((value)=>value.meaning === status && value.active).map((value)=>value.label);
+        const meaning = picklistMeaningName(status);
+        if (!labels.length) return meaning;
+        if (labels.length === 1 && labels[0] === meaning) return meaning;
+        return `${meaning}: ${labels.join(', ')}`;
+    };
+    return LEAD_FILTERS.filter((option)=>option !== 'all').map((option)=>({
+            value: option,
+            label: option === 'open' ? 'Open (new, nurturing or working)' : named(option)
+        }));
+}
+const picklistMeaningName = (status)=>CRM_LEAD_STATUS_LABELS[status];
 const STATUS_OPEN = {
     field: 'status',
     op: 'equals',
@@ -214,7 +290,15 @@ const STATUS_ALL = {
  *                emailed" is every verdict but `ok`
  *   leadSource   `leadSourceKey`, the label as the picklist compares it, or
  *                `null` for none
+ *   leadSourceDirection   `leadSourceKey in [...]` over the key of every
+ *                value the org's list files under that group, read when
+ *                the clause is asked — a direction is never stored on a
+ *                lead, so regrouping a value moves its leads with it. One
+ *                `in` holds thirty keys, and a group holding more is
+ *                refused by name rather than half asked
  *   ownerUid     as stored
+ *   industry, rating   `industryKey`, `ratingKey` (AGL-3513), each label
+ *                as the picklist compares it
  *   campaignIds  `array-contains` on the lead's own campaigns; under a site,
  *                `scopedCampaignIds` — the campaign behind each of the
  *                site's scope tokens — which stands in the scope clause's
@@ -256,6 +340,9 @@ const STATUS_ALL = {
             'contains'
         ]
     },
+    // Industry and Rating (AGL-3513), by the key each writer stores.
+    crmSelectField('industryKey'),
+    crmSelectField('ratingKey'),
     {
         // A campaign under a site: the lead's campaigns behind its scope.
         column: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,
@@ -344,8 +431,42 @@ const ORG_READER = {
                 const keys = values.map((value)=>crmLeadSourceKey(value)).filter((key)=>Boolean(key));
                 return crmAnyOf('leadSourceKey', keys);
             }
+        case 'leadSourceDirection':
+            {
+                var _reader_leadSources;
+                const picklist = (_reader_leadSources = reader.leadSources) != null ? _reader_leadSources : STANDARD_LEAD_SOURCES;
+                const keys = [];
+                for (const value of values){
+                    if (!isLeadSourceDirection(value)) return {
+                        refused: `${value} is not a lead source direction`
+                    };
+                    for (const label of leadSourceLabelsOfDirection(picklist, value)){
+                        const key = crmLeadSourceKey(label);
+                        if (key) keys.push(key);
+                    }
+                }
+                const unique = [
+                    ...new Set(keys)
+                ];
+                if (!unique.length) return {
+                    refused: 'no lead source is in that direction yet'
+                };
+                if (unique.length > LIST_QUERY_DISJUNCTIONS) {
+                    return {
+                        refused: `more than ${LIST_QUERY_DISJUNCTIONS} lead sources are in that direction — filter by Lead source instead`
+                    };
+                }
+                return crmAnyOf('leadSourceKey', unique);
+            }
         case 'ownerUid':
             return crmAnyOf('ownerUid', values);
+        case 'industry':
+        case 'rating':
+            {
+                // A choice is the key; a label typed into a stored view keys the same way.
+                const keys = values.map((value)=>crmPicklistKey(value)).filter((key)=>Boolean(key));
+                return crmAnyOf(clause.field === 'industry' ? 'industryKey' : 'ratingKey', keys);
+            }
         case 'campaignIds':
             {
                 if (values.length !== 1) return {

package/src/lib/model/lead-filters.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-filters.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  EMAIL_STATE_LABELS,\n  EMAIL_STATE_STATUSES,\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_OPEN_STATUSES,\n  CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n  CRM_LEAD_STATUSES,\n  type EmailStateStatus,\n  type CrmLeadStatus,\n  crmLeadSourceKey,\n} from '@aglyn/aglyn'\nimport type { CrmViewFilterClause } from '@aglyn/aglyn'\nimport { SCOPED_SEARCH_JOIN } from '@aglyn/aglyn/app-utils/name-search'\nimport type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { type ListGridFilterCodec, listSelectCodec } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport {\n  CRM_LIST_SEARCH,\n  type CrmClauseAsked,\n  crmAnyOf,\n  crmClauseValues,\n  crmSelectField,\n} from './crm-list-query'\n\n/**\n * What the Leads section's `Show` control offers (AGL-2608): the two\n * aggregate views and each status on its own. `open` is the default — the\n * list opens on the work — asked of the query as\n * `status in [new, nurturing, working]`,\n * which every lead answers because every lead writer stores a status, `new`\n * for one nobody has touched (`crmLeadListFields`, AGL-3321).\n */\nexport type LeadFilter = 'open' | 'all' | CrmLeadStatus\n\nexport const LEAD_FILTERS: readonly LeadFilter[] = [\n  'open',\n  'new',\n  'nurturing',\n  'working',\n  'qualified',\n  'unqualified',\n  'all',\n]\n\nexport const LEAD_FILTER_LABELS: Record<LeadFilter, string> = {\n  open: 'Open',\n  all: 'All',\n  new: CRM_LEAD_STATUS_LABELS.new,\n  nurturing: CRM_LEAD_STATUS_LABELS.nurturing,\n  working: CRM_LEAD_STATUS_LABELS.working,\n  qualified: CRM_LEAD_STATUS_LABELS.qualified,\n  unqualified: CRM_LEAD_STATUS_LABELS.unqualified,\n}\n\n/**\n * The Leads section's `Email` control (AGL-3245): every lead, the ones a\n * member must not email — any verdict but `ok` — the ones nothing has been\n * said about, or one verdict on its own. Beside `Show`, not inside it: a\n * bounce does not move a lead out of Open, and a queue of bounced leads is\n * a queue of people to reach some other way.\n */\nexport type LeadEmailFilter = 'any' | 'problem' | 'none' | EmailStateStatus\n\nexport const LEAD_EMAIL_FILTERS: readonly LeadEmailFilter[] = [\n  'any',\n  'problem',\n  ...EMAIL_STATE_STATUSES,\n  'none',\n]\n\nexport const LEAD_EMAIL_FILTER_LABELS: Record<LeadEmailFilter, string> = {\n  any: 'Any',\n  problem: 'Cannot be emailed',\n  none: 'Nothing known',\n  ...EMAIL_STATE_LABELS,\n}\n\n/**\n * The `Lead source` control's \"no lead source\" choice (AGL-3298). Held in\n * the saved view as an `isEmpty` clause, never as this string; it is only\n * the select's own value for the choice.\n */\nexport const LEAD_SOURCE_FILTER_NONE = '\\u0000none'\n\n/*==========================================\n * THE LEADS GRID'S FILTERS (AGL-3313).\n *\n * The Show, Email, Campaign and Lead source dropdowns became columns of the\n * grid's own Filters panel. Their clauses keep the shape the dropdowns\n * stored, so every saved view of leads reads as it did:\n *\n *   status       `equals <filter>`; none at all is Open, `all` is every lead\n *   emailState   `equals <filter>`\n *   campaignIds  `contains <campaign id>`\n *   leadSource   `equals <label>`, or `isEmpty` for the leads holding none\n *\n * Every one is asked of the Leads query (AGL-3321) through the field a\n * writer stores for it — see {@link leadQueryClause}.\n *=========================================*/\n\n/** The fields the grid's panel offers on Leads. */\nexport const LEAD_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'status', kind: 'exact', path: 'status', operators: ['equals', 'isAnyOf'] },\n  { column: 'emailState', kind: 'exact', path: 'emailState', operators: ['equals', 'isAnyOf'] },\n  { column: 'ownerUid', kind: 'exact', path: 'ownerUid', operators: ['equals', 'isAnyOf'] },\n  { column: 'leadSource', kind: 'exact', path: 'leadSource', operators: ['equals', 'isAnyOf'] },\n  { column: 'campaignIds', kind: 'exact', path: 'campaignIds', operators: ['equals'] },\n]\n\n/** What each filter field reads as on a chip. */\nexport const LEAD_LIST_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  status: 'Status',\n  emailState: 'Email',\n  ownerUid: 'Owner',\n  leadSource: 'Lead source',\n  campaignIds: 'Campaign',\n}\n\n/** The choices for Status: Open (new, nurturing or working) and each status on its own. */\nexport const LEAD_STATUS_FILTER_OPTIONS = LEAD_FILTERS.filter(\n  (option) => option !== 'all',\n).map((option) => ({\n  value: option,\n  label: option === 'open' ? 'Open (new, nurturing or working)' : LEAD_FILTER_LABELS[option],\n}))\n\n/** The choices for Email: every verdict, plus the two aggregates. */\nexport const LEAD_EMAIL_FILTER_OPTIONS = LEAD_EMAIL_FILTERS.filter(\n  (option) => option !== 'any',\n).map((option) => ({ value: option, label: LEAD_EMAIL_FILTER_LABELS[option] }))\n\nconst STATUS_OPEN: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'open' }\nconst STATUS_ALL: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'all' }\n\n/**\n * The clauses the grid shows for a view's stored ones. A stored list with\n * no status clause is Open, which the list opened on before views existed,\n * so it is shown as the clause it means; `status equals all` is every lead\n * and so no clause at all.\n */\nexport function leadClausesForGrid(\n  stored: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = stored.find((clause) => clause.field === 'status')\n  if (!status) return [STATUS_OPEN, ...stored]\n  if (status.op === 'equals' && status.value === 'all') {\n    return stored.filter((clause) => clause.field !== 'status')\n  }\n  return [...stored]\n}\n\n/** The inverse of {@link leadClausesForGrid}: what the view stores. */\nexport function leadClausesToStore(\n  shown: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = shown.find((clause) => clause.field === 'status')\n  if (!status) return [...shown, STATUS_ALL]\n  if (status.op === 'equals' && status.value === 'open') {\n    return shown.filter((clause) => clause.field !== 'status')\n  }\n  return [...shown]\n}\n\n/** Campaign clauses were stored as `contains`; the panel's select says `is`. */\nexport const LEAD_CAMPAIGN_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'contains' || clause.op === 'equals'\n      ? { operator: 'is', value: clause.value }\n      : null,\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    return clause && clause.op === 'equals' ? { ...clause, op: 'contains' } : null\n  },\n}\n\n/** \"No lead source\" is an `isEmpty` clause, shown as a choice of the select. */\nexport const LEAD_SOURCE_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'isEmpty'\n      ? { operator: 'is', value: LEAD_SOURCE_FILTER_NONE }\n      : listSelectCodec.toItem(clause),\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    if (clause?.op === 'equals' && clause.value === LEAD_SOURCE_FILTER_NONE) {\n      return { field: clause.field, op: 'isEmpty', value: '' }\n    }\n    return clause\n  },\n}\n\n/** The Leads fields whose stored clauses translate their own way. */\nexport const LEAD_FILTER_CODECS: Readonly<Record<string, ListGridFilterCodec>> = {\n  campaignIds: LEAD_CAMPAIGN_CODEC,\n  leadSource: LEAD_SOURCE_CODEC,\n}\n\n/*==========================================\n * THE LEADS QUERY (AGL-3321).\n *\n * `orgs/{orgId}/leads`, newest seen first, under a site narrowed by the\n * `visibleTo` scope clause. Each grid clause is asked through a field every\n * lead writer stores (`crmLeadListFields` in `@aglyn/aglyn`):\n *\n *   status       `status`, stored `new` on a lead nobody has touched, so\n *                Open is `status in [new, nurturing, working]`\n *   emailState   `emailStatus`, the verdict's status or `none`; \"Cannot be\n *                emailed\" is every verdict but `ok`\n *   leadSource   `leadSourceKey`, the label as the picklist compares it, or\n *                `null` for none\n *   ownerUid     as stored\n *   campaignIds  `array-contains` on the lead's own campaigns; under a site,\n *                `scopedCampaignIds` — the campaign behind each of the\n *                site's scope tokens — which stands in the scope clause's\n *                place, so the one array clause answers both\n *\n * and the search box reads `searchTokens` — word prefixes of the name,\n * address, company, title and tags. Every equality rides one\n * `(field, lastSeenAtMs DESC)` composite; the campaign and the search are\n * array clauses, so the two do not stand together (nor under a site, where\n * the scope clause is the query's one array clause, save the search, which\n * folds into it for a reader who may drop it).\n *=========================================*/\n\n/** The one order the Leads list takes: newest seen first. */\nexport const LEAD_LIST_SORTS: readonly ListQuerySort[] = [{ path: 'lastSeenAtMs', direction: 'desc' }]\n\n/** The fields the Leads query asks — each a stored field, as named. */\nexport const LEAD_QUERY_FIELDS: readonly ListFilterField[] = [\n  crmSelectField('status'),\n  crmSelectField('emailStatus'),\n  crmSelectField('ownerUid'),\n  {\n    column: 'leadSourceKey',\n    kind: 'exact',\n    path: 'leadSourceKey',\n    presence: 'nullable',\n    operators: ['equals', 'isAnyOf', 'isEmpty'],\n  },\n  {\n    column: 'campaignIds',\n    kind: 'exact',\n    path: 'campaignIds',\n    tokensPath: 'campaignIds',\n    operators: ['contains'],\n  },\n  {\n    // A campaign under a site: the lead's campaigns behind its scope.\n    column: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    kind: 'exact',\n    path: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    tokensPath: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    operators: ['isAnyOf'],\n  },\n]\n\nexport const LEAD_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: LEAD_QUERY_FIELDS,\n  sorts: LEAD_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the address, beside the scope clause — the `(visibleTo, email)`\n * composite the Inbox's leads list reads too.\n */\nexport const LEAD_PREFIX_SEARCH = {\n  field: {\n    column: 'email',\n    kind: 'text',\n    path: 'email',\n    lowerPath: 'email',\n    presence: 'always',\n    operators: ['startsWith'],\n  } satisfies ListFilterField,\n  notice: 'Search matches the start of a lead’s address for access limited to specific sites.',\n}\n\n/** Whether an asked clause stands in for the scope clause: a campaign behind the site's scope. */\nexport const leadClauseImpliesScope = (clause: ListFilterRequest): boolean =>\n  clause.field === CRM_LEAD_SCOPED_CAMPAIGNS_FIELD\n\n/** The verdicts a member must not email to: every one but `ok`. */\nconst EMAIL_PROBLEMS = EMAIL_STATE_STATUSES.filter((status) => status !== 'ok')\n\n/** Who is asking, for the one clause whose shape depends on it: the Campaign. */\nexport interface LeadQueryReader {\n  /** The site's scope tokens, or `null` at the organization level. */\n  scopeTokens: readonly string[] | null\n  /** Whether the reader may run a query without the scope clause (`useCrmFoldsScope`). */\n  foldsScope: boolean\n}\n\nconst ORG_READER: LeadQueryReader = { scopeTokens: null, foldsScope: true }\n\n/**\n * One grid clause as the clause the Leads query asks — see the block above.\n * A value the list does not know is refused by name rather than dropped, so\n * a stored view that names a retired choice says so.\n */\nexport function leadQueryClause(\n  clause: CrmViewFilterClause | ListFilterRequest,\n  reader: LeadQueryReader = ORG_READER,\n): CrmClauseAsked {\n  const values = crmClauseValues(clause)\n  switch (clause.field) {\n    case 'status': {\n      const statuses: string[] = []\n      for (const value of values) {\n        if (value === 'open') statuses.push(...CRM_LEAD_OPEN_STATUSES)\n        else if ((CRM_LEAD_STATUSES as readonly string[]).includes(value)) statuses.push(value)\n        else return { refused: `${value} is not a lead status` }\n      }\n      return crmAnyOf('status', statuses)\n    }\n    case 'emailState': {\n      const keys: string[] = []\n      for (const value of values) {\n        if (value === 'problem') keys.push(...EMAIL_PROBLEMS)\n        else if (value === 'none') keys.push('none')\n        else if ((EMAIL_STATE_STATUSES as readonly string[]).includes(value)) keys.push(value)\n        else return { refused: `${value} is not an email verdict` }\n      }\n      return crmAnyOf('emailStatus', keys)\n    }\n    case 'leadSource': {\n      if (clause.op === 'isEmpty' || (values.length === 1 && values[0] === LEAD_SOURCE_FILTER_NONE)) {\n        return { field: 'leadSourceKey', op: 'isEmpty', value: '' }\n      }\n      if (values.includes(LEAD_SOURCE_FILTER_NONE)) {\n        return { refused: '\"No lead source\" cannot be picked beside a value' }\n      }\n      const keys = values.map((value) => crmLeadSourceKey(value)).filter((key): key is string => Boolean(key))\n      return crmAnyOf('leadSourceKey', keys)\n    }\n    case 'ownerUid':\n      return crmAnyOf('ownerUid', values)\n    case 'campaignIds': {\n      if (values.length !== 1) return { refused: 'pick one campaign' }\n      if (!reader.scopeTokens) return { field: 'campaignIds', op: 'contains', value: values[0] }\n      if (!reader.foldsScope) {\n        return {\n          refused:\n            'your access is limited to specific sites, which this filter cannot be combined with — an organization administrator can use it',\n        }\n      }\n      return {\n        field: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n        op: 'isAnyOf',\n        value: reader.scopeTokens.map((token) => `${token}${SCOPED_SEARCH_JOIN}${values[0]}`).join(','),\n      }\n    }\n    default:\n      return { refused: 'this list does not filter by that' }\n  }\n}\n\n/**\n * The query shape the Leads list can send beyond its own declaration, for\n * the index pin (AGL-3321): a collaborator's address prefix beside the\n * equalities they may set.\n */\nexport function leadIndexShapes(): ListQueryDeclaration[] {\n  const equalities = LEAD_QUERY_FIELDS.filter((field) => !field.tokensPath)\n  return [{ fields: [LEAD_PREFIX_SEARCH.field, ...equalities], sorts: [] 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-filters.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  EMAIL_STATE_LABELS,\n  EMAIL_STATE_STATUSES,\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_OPEN_STATUSES,\n  CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n  CRM_LEAD_STATUSES,\n  type EmailStateStatus,\n  type CrmLeadStatus,\n  type CrmPicklist,\n  crmLeadSourceKey,\n  crmPicklistKey,\n} from '@aglyn/aglyn'\nimport type { CrmViewFilterClause } from '@aglyn/aglyn'\nimport { SCOPED_SEARCH_JOIN } from '@aglyn/aglyn/app-utils/name-search'\nimport type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { type ListGridFilterCodec, listSelectCodec } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport {\n  LIST_QUERY_DISJUNCTIONS,\n  type ListQueryDeclaration,\n  type ListQuerySort,\n} from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport {\n  CRM_LIST_SEARCH,\n  type CrmClauseAsked,\n  crmAnyOf,\n  crmClauseValues,\n  crmSelectField,\n} from './crm-list-query'\nimport {\n  isLeadSourceDirection,\n  LEAD_SOURCE_DIRECTION_LABELS,\n  LEAD_SOURCE_DIRECTIONS,\n  leadSourceLabelsOfDirection,\n  STANDARD_LEAD_SOURCES,\n} from './lead-source-direction'\n\n/**\n * What the Leads section's `Show` control offers (AGL-2608): the two\n * aggregate views and each status on its own. `open` is the default — the\n * list opens on the work — asked of the query as\n * `status in [new, nurturing, working]`,\n * which every lead answers because every lead writer stores a status, `new`\n * for one nobody has touched (`crmLeadListFields`, AGL-3321).\n */\nexport type LeadFilter = 'open' | 'all' | CrmLeadStatus\n\nexport const LEAD_FILTERS: readonly LeadFilter[] = [\n  'open',\n  'new',\n  'nurturing',\n  'working',\n  'qualified',\n  'unqualified',\n  'all',\n]\n\nexport const LEAD_FILTER_LABELS: Record<LeadFilter, string> = {\n  open: 'Open',\n  all: 'All',\n  new: CRM_LEAD_STATUS_LABELS.new,\n  nurturing: CRM_LEAD_STATUS_LABELS.nurturing,\n  working: CRM_LEAD_STATUS_LABELS.working,\n  qualified: CRM_LEAD_STATUS_LABELS.qualified,\n  unqualified: CRM_LEAD_STATUS_LABELS.unqualified,\n}\n\n/**\n * The Leads section's `Email` control (AGL-3245): every lead, the ones a\n * member must not email — any verdict but `ok` — the ones nothing has been\n * said about, or one verdict on its own. Beside `Show`, not inside it: a\n * bounce does not move a lead out of Open, and a queue of bounced leads is\n * a queue of people to reach some other way.\n */\nexport type LeadEmailFilter = 'any' | 'problem' | 'none' | EmailStateStatus\n\nexport const LEAD_EMAIL_FILTERS: readonly LeadEmailFilter[] = [\n  'any',\n  'problem',\n  ...EMAIL_STATE_STATUSES,\n  'none',\n]\n\nexport const LEAD_EMAIL_FILTER_LABELS: Record<LeadEmailFilter, string> = {\n  any: 'Any',\n  problem: 'Cannot be emailed',\n  none: 'Nothing known',\n  ...EMAIL_STATE_LABELS,\n}\n\n/**\n * The `Lead source` control's \"no lead source\" choice (AGL-3298). Held in\n * the saved view as an `isEmpty` clause, never as this string; it is only\n * the select's own value for the choice.\n */\nexport const LEAD_SOURCE_FILTER_NONE = '\\u0000none'\n\n/*==========================================\n * THE LEADS GRID'S FILTERS (AGL-3313).\n *\n * The Show, Email, Campaign and Lead source dropdowns became columns of the\n * grid's own Filters panel. Their clauses keep the shape the dropdowns\n * stored, so every saved view of leads reads as it did:\n *\n *   status       `equals <filter>`; none at all is Open, `all` is every lead\n *   emailState   `equals <filter>`\n *   campaignIds  `contains <campaign id>`\n *   leadSource   `equals <label>`, or `isEmpty` for the leads holding none\n *   leadSourceDirection   `equals inbound|outbound` (AGL-3511): every lead\n *                whose lead source is a value of that group\n *   industry, rating   `equals <key>` (AGL-3513): a value of the org's\n *                Industry or Rating list, by the key the query compares\n *\n * Every one is asked of the Leads query (AGL-3321) through the field a\n * writer stores for it — see {@link leadQueryClause}.\n *=========================================*/\n\n/** The fields the grid's panel offers on Leads. */\nexport const LEAD_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'status', kind: 'exact', path: 'status', operators: ['equals', 'isAnyOf'] },\n  { column: 'emailState', kind: 'exact', path: 'emailState', operators: ['equals', 'isAnyOf'] },\n  { column: 'ownerUid', kind: 'exact', path: 'ownerUid', operators: ['equals', 'isAnyOf'] },\n  { column: 'leadSource', kind: 'exact', path: 'leadSource', operators: ['equals', 'isAnyOf'] },\n  {\n    column: 'leadSourceDirection',\n    kind: 'exact',\n    path: 'leadSourceDirection',\n    operators: ['equals', 'isAnyOf'],\n  },\n  { column: 'campaignIds', kind: 'exact', path: 'campaignIds', operators: ['equals'] },\n  // Salesforce's Industry and Rating (AGL-3513), the lists companies keep.\n  { column: 'industry', kind: 'exact', path: 'industry', operators: ['equals', 'isAnyOf'] },\n  { column: 'rating', kind: 'exact', path: 'rating', operators: ['equals', 'isAnyOf'] },\n]\n\n/**\n * The lead picklist columns the list filters by (AGL-3513), each with the\n * list its choices come from: a choice's value is the KEY the query\n * compares, its caption the label.\n */\nexport const LEAD_PICKLIST_FILTERS = [\n  { column: 'industry', picklistId: 'industry', header: 'Industry' },\n  { column: 'rating', picklistId: 'rating', header: 'Rating' },\n] as const\n\n/** What each filter field reads as on a chip. */\nexport const LEAD_LIST_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  status: 'Status',\n  emailState: 'Email',\n  ownerUid: 'Owner',\n  leadSource: 'Lead source',\n  leadSourceDirection: 'Lead source direction',\n  campaignIds: 'Campaign',\n  industry: 'Industry',\n  rating: 'Rating',\n}\n\n/** The choices for Status: Open (new, nurturing or working) and each status on its own. */\nexport const LEAD_STATUS_FILTER_OPTIONS = LEAD_FILTERS.filter(\n  (option) => option !== 'all',\n).map((option) => ({\n  value: option,\n  label: option === 'open' ? 'Open (new, nurturing or working)' : LEAD_FILTER_LABELS[option],\n}))\n\n/** The choices for Email: every verdict, plus the two aggregates. */\nexport const LEAD_EMAIL_FILTER_OPTIONS = LEAD_EMAIL_FILTERS.filter(\n  (option) => option !== 'any',\n).map((option) => ({ value: option, label: LEAD_EMAIL_FILTER_LABELS[option] }))\n\n/** The choices for Lead source direction: each group of the Lead source picklist. */\nexport const LEAD_SOURCE_DIRECTION_FILTER_OPTIONS = LEAD_SOURCE_DIRECTIONS.map((direction) => ({\n  value: direction,\n  label: LEAD_SOURCE_DIRECTION_LABELS[direction],\n}))\n\n/**\n * The Status choices as an org reads them (AGL-3512): still one choice per\n * MEANING — the query asks `status` — each named by the org's values of that\n * meaning, so a list that keeps \"Contacted\" and \"Meeting set\" as Working\n * reads \"Working: Contacted, Meeting set\".\n */\nexport function leadStatusFilterOptions(\n  picklist: CrmPicklist,\n): Array<{ value: string; label: string }> {\n  const named = (status: CrmLeadStatus): string => {\n    const labels = picklist.values\n      .filter((value) => value.meaning === status && value.active)\n      .map((value) => value.label)\n    const meaning = picklistMeaningName(status)\n    if (!labels.length) return meaning\n    if (labels.length === 1 && labels[0] === meaning) return meaning\n    return `${meaning}: ${labels.join(', ')}`\n  }\n  return LEAD_FILTERS.filter((option) => option !== 'all').map((option) => ({\n    value: option,\n    label: option === 'open' ? 'Open (new, nurturing or working)' : named(option),\n  }))\n}\n\nconst picklistMeaningName = (status: CrmLeadStatus): string => CRM_LEAD_STATUS_LABELS[status]\n\nconst STATUS_OPEN: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'open' }\nconst STATUS_ALL: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'all' }\n\n/**\n * The clauses the grid shows for a view's stored ones. A stored list with\n * no status clause is Open, which the list opened on before views existed,\n * so it is shown as the clause it means; `status equals all` is every lead\n * and so no clause at all.\n */\nexport function leadClausesForGrid(\n  stored: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = stored.find((clause) => clause.field === 'status')\n  if (!status) return [STATUS_OPEN, ...stored]\n  if (status.op === 'equals' && status.value === 'all') {\n    return stored.filter((clause) => clause.field !== 'status')\n  }\n  return [...stored]\n}\n\n/** The inverse of {@link leadClausesForGrid}: what the view stores. */\nexport function leadClausesToStore(\n  shown: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = shown.find((clause) => clause.field === 'status')\n  if (!status) return [...shown, STATUS_ALL]\n  if (status.op === 'equals' && status.value === 'open') {\n    return shown.filter((clause) => clause.field !== 'status')\n  }\n  return [...shown]\n}\n\n/** Campaign clauses were stored as `contains`; the panel's select says `is`. */\nexport const LEAD_CAMPAIGN_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'contains' || clause.op === 'equals'\n      ? { operator: 'is', value: clause.value }\n      : null,\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    return clause && clause.op === 'equals' ? { ...clause, op: 'contains' } : null\n  },\n}\n\n/** \"No lead source\" is an `isEmpty` clause, shown as a choice of the select. */\nexport const LEAD_SOURCE_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'isEmpty'\n      ? { operator: 'is', value: LEAD_SOURCE_FILTER_NONE }\n      : listSelectCodec.toItem(clause),\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    if (clause?.op === 'equals' && clause.value === LEAD_SOURCE_FILTER_NONE) {\n      return { field: clause.field, op: 'isEmpty', value: '' }\n    }\n    return clause\n  },\n}\n\n/** The Leads fields whose stored clauses translate their own way. */\nexport const LEAD_FILTER_CODECS: Readonly<Record<string, ListGridFilterCodec>> = {\n  campaignIds: LEAD_CAMPAIGN_CODEC,\n  leadSource: LEAD_SOURCE_CODEC,\n}\n\n/*==========================================\n * THE LEADS QUERY (AGL-3321).\n *\n * `orgs/{orgId}/leads`, newest seen first, under a site narrowed by the\n * `visibleTo` scope clause. Each grid clause is asked through a field every\n * lead writer stores (`crmLeadListFields` in `@aglyn/aglyn`):\n *\n *   status       `status`, stored `new` on a lead nobody has touched, so\n *                Open is `status in [new, nurturing, working]`\n *   emailState   `emailStatus`, the verdict's status or `none`; \"Cannot be\n *                emailed\" is every verdict but `ok`\n *   leadSource   `leadSourceKey`, the label as the picklist compares it, or\n *                `null` for none\n *   leadSourceDirection   `leadSourceKey in [...]` over the key of every\n *                value the org's list files under that group, read when\n *                the clause is asked — a direction is never stored on a\n *                lead, so regrouping a value moves its leads with it. One\n *                `in` holds thirty keys, and a group holding more is\n *                refused by name rather than half asked\n *   ownerUid     as stored\n *   industry, rating   `industryKey`, `ratingKey` (AGL-3513), each label\n *                as the picklist compares it\n *   campaignIds  `array-contains` on the lead's own campaigns; under a site,\n *                `scopedCampaignIds` — the campaign behind each of the\n *                site's scope tokens — which stands in the scope clause's\n *                place, so the one array clause answers both\n *\n * and the search box reads `searchTokens` — word prefixes of the name,\n * address, company, title and tags. Every equality rides one\n * `(field, lastSeenAtMs DESC)` composite; the campaign and the search are\n * array clauses, so the two do not stand together (nor under a site, where\n * the scope clause is the query's one array clause, save the search, which\n * folds into it for a reader who may drop it).\n *=========================================*/\n\n/** The one order the Leads list takes: newest seen first. */\nexport const LEAD_LIST_SORTS: readonly ListQuerySort[] = [{ path: 'lastSeenAtMs', direction: 'desc' }]\n\n/** The fields the Leads query asks — each a stored field, as named. */\nexport const LEAD_QUERY_FIELDS: readonly ListFilterField[] = [\n  crmSelectField('status'),\n  crmSelectField('emailStatus'),\n  crmSelectField('ownerUid'),\n  {\n    column: 'leadSourceKey',\n    kind: 'exact',\n    path: 'leadSourceKey',\n    presence: 'nullable',\n    operators: ['equals', 'isAnyOf', 'isEmpty'],\n  },\n  {\n    column: 'campaignIds',\n    kind: 'exact',\n    path: 'campaignIds',\n    tokensPath: 'campaignIds',\n    operators: ['contains'],\n  },\n  // Industry and Rating (AGL-3513), by the key each writer stores.\n  crmSelectField('industryKey'),\n  crmSelectField('ratingKey'),\n  {\n    // A campaign under a site: the lead's campaigns behind its scope.\n    column: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    kind: 'exact',\n    path: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    tokensPath: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    operators: ['isAnyOf'],\n  },\n]\n\nexport const LEAD_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: LEAD_QUERY_FIELDS,\n  sorts: LEAD_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the address, beside the scope clause — the `(visibleTo, email)`\n * composite the Inbox's leads list reads too.\n */\nexport const LEAD_PREFIX_SEARCH = {\n  field: {\n    column: 'email',\n    kind: 'text',\n    path: 'email',\n    lowerPath: 'email',\n    presence: 'always',\n    operators: ['startsWith'],\n  } satisfies ListFilterField,\n  notice: 'Search matches the start of a lead’s address for access limited to specific sites.',\n}\n\n/** Whether an asked clause stands in for the scope clause: a campaign behind the site's scope. */\nexport const leadClauseImpliesScope = (clause: ListFilterRequest): boolean =>\n  clause.field === CRM_LEAD_SCOPED_CAMPAIGNS_FIELD\n\n/** The verdicts a member must not email to: every one but `ok`. */\nconst EMAIL_PROBLEMS = EMAIL_STATE_STATUSES.filter((status) => status !== 'ok')\n\n/** Who is asking, for the one clause whose shape depends on it: the Campaign. */\nexport interface LeadQueryReader {\n  /** The site's scope tokens, or `null` at the organization level. */\n  scopeTokens: readonly string[] | null\n  /** Whether the reader may run a query without the scope clause (`useCrmFoldsScope`). */\n  foldsScope: boolean\n  /**\n   * The org's Lead source list, which a direction is expanded through;\n   * the standard values alone while it has not been read.\n   */\n  leadSources?: CrmPicklist\n}\n\nconst ORG_READER: LeadQueryReader = { scopeTokens: null, foldsScope: true }\n\n/**\n * One grid clause as the clause the Leads query asks — see the block above.\n * A value the list does not know is refused by name rather than dropped, so\n * a stored view that names a retired choice says so.\n */\nexport function leadQueryClause(\n  clause: CrmViewFilterClause | ListFilterRequest,\n  reader: LeadQueryReader = ORG_READER,\n): CrmClauseAsked {\n  const values = crmClauseValues(clause)\n  switch (clause.field) {\n    case 'status': {\n      const statuses: string[] = []\n      for (const value of values) {\n        if (value === 'open') statuses.push(...CRM_LEAD_OPEN_STATUSES)\n        else if ((CRM_LEAD_STATUSES as readonly string[]).includes(value)) statuses.push(value)\n        else return { refused: `${value} is not a lead status` }\n      }\n      return crmAnyOf('status', statuses)\n    }\n    case 'emailState': {\n      const keys: string[] = []\n      for (const value of values) {\n        if (value === 'problem') keys.push(...EMAIL_PROBLEMS)\n        else if (value === 'none') keys.push('none')\n        else if ((EMAIL_STATE_STATUSES as readonly string[]).includes(value)) keys.push(value)\n        else return { refused: `${value} is not an email verdict` }\n      }\n      return crmAnyOf('emailStatus', keys)\n    }\n    case 'leadSource': {\n      if (clause.op === 'isEmpty' || (values.length === 1 && values[0] === LEAD_SOURCE_FILTER_NONE)) {\n        return { field: 'leadSourceKey', op: 'isEmpty', value: '' }\n      }\n      if (values.includes(LEAD_SOURCE_FILTER_NONE)) {\n        return { refused: '\"No lead source\" cannot be picked beside a value' }\n      }\n      const keys = values.map((value) => crmLeadSourceKey(value)).filter((key): key is string => Boolean(key))\n      return crmAnyOf('leadSourceKey', keys)\n    }\n    case 'leadSourceDirection': {\n      const picklist = reader.leadSources ?? STANDARD_LEAD_SOURCES\n      const keys: string[] = []\n      for (const value of values) {\n        if (!isLeadSourceDirection(value)) return { refused: `${value} is not a lead source direction` }\n        for (const label of leadSourceLabelsOfDirection(picklist, value)) {\n          const key = crmLeadSourceKey(label)\n          if (key) keys.push(key)\n        }\n      }\n      const unique = [...new Set(keys)]\n      if (!unique.length) return { refused: 'no lead source is in that direction yet' }\n      if (unique.length > LIST_QUERY_DISJUNCTIONS) {\n        return {\n          refused: `more than ${LIST_QUERY_DISJUNCTIONS} lead sources are in that direction — filter by Lead source instead`,\n        }\n      }\n      return crmAnyOf('leadSourceKey', unique)\n    }\n    case 'ownerUid':\n      return crmAnyOf('ownerUid', values)\n    case 'industry':\n    case 'rating': {\n      // A choice is the key; a label typed into a stored view keys the same way.\n      const keys = values.map((value) => crmPicklistKey(value)).filter((key): key is string => Boolean(key))\n      return crmAnyOf(clause.field === 'industry' ? 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package/src/lib/model/lead-source-direction.d.ts

@@ -0,0 +1,38 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { type CrmPicklist } from '@aglyn/aglyn/app-utils/crm';
+/** The directions a lead source can have: the Lead source picklist's groups. */
+export type LeadSourceDirection = 'inbound' | 'outbound';
+export declare const LEAD_SOURCE_DIRECTIONS: readonly LeadSourceDirection[];
+/** How each direction reads, from the picklist's own group labels. */
+export declare const LEAD_SOURCE_DIRECTION_LABELS: Readonly<Record<LeadSourceDirection, string>>;
+/** A lead with no lead source, or one in no group. */
+export declare const LEAD_SOURCE_UNSPECIFIED_LABEL = "Unspecified";
+export declare function isLeadSourceDirection(value: unknown): value is LeadSourceDirection;
+/**
+ * The direction a lead source label has in `picklist` — `null` for no label,
+ * a value in no group, or a label the list does not hold.
+ */
+export declare function leadSourceDirectionOf(picklist: CrmPicklist, label: unknown): LeadSourceDirection | null;
+/**
+ * Every label in `picklist` whose value is in `direction` — the inactive
+ * ones too, since a record keeps a value after it is deactivated and a
+ * direction asked of the records must still find it.
+ */
+export declare function leadSourceLabelsOfDirection(picklist: CrmPicklist, direction: LeadSourceDirection): string[];
+/** The standard values alone — the answer before an organization's own list is read. */
+export declare const STANDARD_LEAD_SOURCES: CrmPicklist;