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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/record-facts.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  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_SOURCE_LABELS,\n  CRM_ACTIVITY_KIND_LABELS,\n  CRM_EMAIL_DELIVERY_STATE_LABELS,\n  CRM_LEAD_STATUS_LABELS,\n  CRM_TASK_KIND_LABELS,\n  contactDisplayName,\n  crmLeadStatus,\n  customImportTarget,\n  dealStageById,\n  fieldDefinitionObject,\n  interactionsForGroup,\n  isContactLifecycleStage,\n  isCrmEmailDeliveryState,\n  readContactFacet,\n  type ConsentGroup,\n  type ContactFieldDefinition,\n  type ContactInteraction,\n  type CrmActivity,\n  type CrmCompany,\n  type CrmDeal,\n  type CrmFieldObject,\n  type CrmPipeline,\n  type CrmTask,\n} from '@aglyn/aglyn/server'\nimport {\n  COMPANY_IMPORT_FIELD_LABELS,\n  COMPANY_IMPORT_FIELDS,\n} from './crm-company-import'\nimport {\n  CONTACT_IMPORT_FIELD_LABELS,\n  CONTACT_IMPORT_FIELDS,\n} from './crm-import'\nimport { DEAL_IMPORT_FIELD_LABELS, DEAL_IMPORT_FIELDS } from './crm-deal-import'\nimport { LEAD_IMPORT_FIELD_LABELS, LEAD_IMPORT_FIELDS } from './crm-lead-import'\n\n/**\n * WHAT THE CRM TELLS ANOTHER PLUGIN ABOUT ONE OF ITS RECORDS (AGL-2917).\n *\n * The facts a reader on the core's record-facts seam reports: one contact,\n * company, deal or lead as a person on the team sees it, and the fields a\n * spreadsheet import may fill. The server half reads the documents and\n * applies who may see them (`server/record-facts.ts`); this half decides\n * which of their fields leave the CRM at all, so the list below is the whole\n * of what a caller — an assistant summarizing a record, an automation\n * deciding on one — can pass on.\n *\n * ## What never leaves\n *\n * No email address, phone number or postal address of anyone; no marketing\n * consent; no custom field VALUE; no team member's name or id; no document\n * id of any record; no file; no order or payment detail beyond a count. A\n * logged email carries its subject and a cut of its body, never the address\n * it went to or came from. An import catalog carries field keys, labels and\n * types, never a row of the file.\n *\n * Every text a person wrote into a record — a name, a job title, a tag, notes,\n * a logged activity, a capture's summary, a task's or a deal's title, a\n * reason — is reported as written, except that an email address or a phone\n * number inside it is replaced by a placeholder first ({@link crmFactProse}):\n * an import that put an address in the name column leaves no address behind.\n * What the workspace configured — pipeline, stage and field names — and a\n * company's domain are reported as they are. A postal address typed into a\n * note is not recognized and leaves as typed.\n *\n * ## Stable bytes\n *\n * Every builder writes its keys in one order, dates as UTC calendar days and\n * money as a currency code and a fixed-point amount, so the same records read\n * twice report the same facts — a caller may key a cache on them, and one\n * that does sees a change exactly when something it was told has changed.\n */\n\n/** The records a reader is registered for, by the seam's resource name. */\nexport const CRM_RECORD_FACTS_RESOURCES = {\n  contact: 'crm.contact',\n  company: 'crm.company',\n  deal: 'crm.deal',\n  lead: 'crm.lead',\n} as const\n\nexport type CrmRecordFactsKind = keyof typeof CRM_RECORD_FACTS_RESOURCES\n\n/** The import catalogs, read by collection name as the record id. */\nexport const CRM_IMPORT_FACTS_RESOURCE = 'crm.import'\n\nexport const CRM_IMPORT_FACTS_COLLECTIONS = ['contacts', 'companies', 'deals', 'leads'] as const\n\nexport type CrmImportFactsCollection = (typeof CRM_IMPORT_FACTS_COLLECTIONS)[number]\n\nexport function isCrmImportFactsCollection(value: unknown): value is CrmImportFactsCollection {\n  return typeof value === 'string' && (CRM_IMPORT_FACTS_COLLECTIONS as readonly string[]).includes(value)\n}\n\n/** Newest timeline entries reported for a record. */\nexport const CRM_FACTS_TIMELINE_MAX = 12\n/** Open tasks reported for a record. */\nexport const CRM_FACTS_TASKS_MAX = 8\n/** Deals reported for a contact or a company. */\nexport const CRM_FACTS_DEALS_MAX = 5\n/** Tags reported for a record. */\nexport const CRM_FACTS_TAGS_MAX = 10\n/** How much of a logged activity's text, or a platform capture's summary, is reported. */\nexport const CRM_FACTS_TEXT_MAX = 280\n/** How much of a record's notes is reported. */\nexport const CRM_FACTS_NOTES_MAX = 600\n/** How long a name, a title or a subject may run. */\nexport const CRM_FACTS_LABEL_MAX = 120\n/** Custom fields an import catalog reports. */\nexport const CRM_FACTS_CUSTOM_FIELDS_MAX = 40\n\n/** One thing that happened, as a record's timeline reports it. */\nexport interface CrmTimelineFact {\n  /** The UTC day it happened, `YYYY-MM-DD`. */\n  on: string\n  /** What happened: a logged kind (Call, Email) or the capture it came through (Form, Booking). */\n  kind: string\n  /** `outbound` or `inbound` for an email; absent otherwise. */\n  direction?: string\n  subject?: string\n  text?: string\n  outcome?: string\n  /** How far a sent email got: Sent, Delivered, Opened, Clicked, Bounced, Complained. */\n  delivery?: string\n}\n\n/** One task still to do. */\nexport interface CrmTaskFact {\n  title: string\n  kind: string\n  priority: string\n  /** The UTC day it is due, or `null` for a task with no due date. */\n  due: string | null\n  overdue: boolean\n}\n\n/** One deal, as a contact's or a company's facts report it. */\nexport interface CrmDealFact {\n  title: string\n  stage: string\n  status: string\n  amount: string | null\n  expectedClose: string | null\n}\n\nexport interface CrmContactFacts {\n  record: 'contact'\n  name: string\n  jobTitle: string\n  company: string\n  lifecycleStage: string\n  tags: string[]\n  /** The captures that met the person: Form, Booking, Customer. */\n  sources: string[]\n  orders: number\n  lastPurchase: string | null\n  since: string | null\n  lastEmailEngagement: string | null\n  notes: string\n  timeline: CrmTimelineFact[]\n  openTasks: CrmTaskFact[]\n  deals: CrmDealFact[]\n}\n\nexport interface CrmCompanyFacts {\n  record: 'company'\n  name: string\n  domain: string\n  industry: string\n  tags: string[]\n  people: number\n  since: string | null\n  notes: string\n  timeline: CrmTimelineFact[]\n  openTasks: CrmTaskFact[]\n  deals: CrmDealFact[]\n}\n\n/** One stage of a deal's pipeline, in order. */\nexport interface CrmStageFact {\n  id: string\n  name: string\n  kind: 'open' | 'won' | 'lost'\n}\n\nexport interface CrmDealFacts {\n  record: 'deal'\n  title: string\n  pipeline: string\n  stages: CrmStageFact[]\n  stageId: string\n  stage: string\n  status: string\n  amount: string | null\n  expectedClose: string | null\n  inStageSince: string | null\n  lostReason: string\n  /** The name of the person the deal is with, as the deal copied it. */\n  contact: string\n  company: string\n  products: number\n  since: string | null\n  notes: string\n  timeline: CrmTimelineFact[]\n  openTasks: CrmTaskFact[]\n}\n\nexport interface CrmLeadFacts {\n  record: 'lead'\n  name: string\n  status: string\n  /** Where the lead was captured: Form, Booking, Sign-up, Import. */\n  sources: string[]\n  captures: number\n  firstSeen: string | null\n  lastSeen: string | null\n  assigned: boolean\n  converted: boolean\n  unqualifiedReason: string\n  notes: string\n  timeline: CrmTimelineFact[]\n}\n\nexport type CrmRecordFacts = CrmContactFacts | CrmCompanyFacts | CrmDealFacts | CrmLeadFacts\n\n/** What a column of a file may hold, as an import field expects it. */\nexport type CrmImportFieldType = 'email' | 'phone' | 'number' | 'date' | 'yes-no' | 'url' | 'text'\n\n/** One field an import may fill. */\nexport interface CrmImportFieldFact {\n  /** The mapping target: a standard field's key, or `custom:<key>`. */\n  key: string\n  label: string\n  type: CrmImportFieldType\n  required: boolean\n}\n\nexport interface CrmImportFacts {\n  record: 'import'\n  collection: CrmImportFactsCollection\n  fields: CrmImportFieldFact[]\n}\n\nconst DAY_MS = 86_400_000\n\n/** A value as trimmed, single-spaced text of at most `max` characters. */\nexport function crmFactText(value: unknown, max: number): string {\n  if (typeof value !== 'string') return ''\n  const text = value.replace(/\\s+/g, ' ').trim()\n  return text.length > max ? `${text.slice(0, max - 1).trimEnd()}…` : text\n}\n\n/** Epoch millis, a `Date` or a stored timestamp, as epoch millis; `null` for anything else. */\nexport function crmFactMillis(value: unknown): number | null {\n  if (typeof value === 'number') return Number.isFinite(value) && value > 0 ? value : null\n  if (value instanceof Date) return Number.isFinite(value.getTime()) ? value.getTime() : null\n  const toMillis = (value as { toMillis?: () => number } | null | undefined)?.toMillis\n  if (typeof toMillis === 'function') {\n    const millis = toMillis.call(value)\n    return Number.isFinite(millis) ? millis : null\n  }\n  return null\n}\n\n/** A UTC calendar day, `YYYY-MM-DD`, or `null`. */\nexport function crmFactDay(value: unknown): string | null {\n  const millis = crmFactMillis(value)\n  return millis === null ? null : new Date(millis).toISOString().slice(0, 10)\n}\n\n/** An amount as a currency code and a fixed-point figure: `USD 1250.00`. */\nexport function crmFactMoney(cents: unknown, currency: unknown): string | null {\n  if (typeof cents !== 'number' || !Number.isFinite(cents)) return null\n  const code = (typeof currency === 'string' && /^[a-z]{3}$/i.test(currency) ? currency : 'usd').toUpperCase()\n  return `${code} ${(cents / 100).toFixed(2)}`\n}\n\n/** An email address written inside free text. */\nconst EMAIL_IN_PROSE = /[\\w.+-]+@[\\w-]+(?:\\.[\\w-]+)+/g\n/** A run of digits and the separators a phone number is written with. */\nconst DIGIT_RUN_IN_PROSE = /\\+?\\(?\\d[\\d\\s().-]{7,}\\d/g\n/** Calendar days, which a run of digits may be and a phone number is not. */\nconst DAYS_ONLY = /^\\d{4}-\\d{2}-\\d{2}(?:\\s+\\d{4}-\\d{2}-\\d{2})*$/\n\nexport const CRM_FACTS_EMAIL_PLACEHOLDER = '[email address]'\nexport const CRM_FACTS_PHONE_PLACEHOLDER = '[phone number]'\n\n/**\n * Free text the team wrote, as {@link crmFactText} reports it, with every\n * email address, and every run of ten digits or more that is not a list of\n * days, replaced by a placeholder. The fields that hold an address or a number\n * are never reported, and this keeps one typed into a note from leaving\n * either. Replaced before the cut, so a cut never halves an address into\n * something unrecognized.\n */\nexport function crmFactProse(value: unknown, max: number): string {\n  if (typeof value !== 'string') return ''\n  const scrubbed = value\n    .replace(EMAIL_IN_PROSE, CRM_FACTS_EMAIL_PLACEHOLDER)\n    .replace(DIGIT_RUN_IN_PROSE, (run) =>\n      DAYS_ONLY.test(run.trim()) || run.replace(/\\D/g, '').length < 10 ? run : CRM_FACTS_PHONE_PLACEHOLDER,\n    )\n  return crmFactText(scrubbed, max)\n}\n\nfunction tagsOf(value: unknown): string[] {\n  return Array.isArray(value)\n    ? value\n        .map((tag) => crmFactProse(tag, 40))\n        .filter(Boolean)\n        .slice(0, CRM_FACTS_TAGS_MAX)\n    : []\n}\n\n/** A logged activity as a timeline entry. */\nexport function crmActivityFact(activity: Partial<CrmActivity>): CrmTimelineFact | null {\n  const on = crmFactDay(activity.atMs)\n  if (!on) return null\n  const kind = activity.kind && CRM_ACTIVITY_KIND_LABELS[activity.kind] ? activity.kind : 'other'\n  const fact: CrmTimelineFact = { on, kind: CRM_ACTIVITY_KIND_LABELS[kind] }\n  if (kind === 'email' && (activity.direction === 'outbound' || activity.direction === 'inbound')) {\n    fact.direction = activity.direction\n  }\n  const subject = crmFactProse(activity.subject ?? activity.threadSubject, CRM_FACTS_LABEL_MAX)\n  if (subject) fact.subject = subject\n  const text = crmFactProse(activity.body, CRM_FACTS_TEXT_MAX)\n  if (text) fact.text = text\n  const outcome = crmFactProse(activity.outcome, CRM_FACTS_LABEL_MAX)\n  if (outcome) fact.outcome = outcome\n  if (kind === 'email' && isCrmEmailDeliveryState(activity.deliveryState)) {\n    fact.delivery = CRM_EMAIL_DELIVERY_STATE_LABELS[activity.deliveryState]\n  }\n  return fact\n}\n\n/** A capture the platform recorded on a contact, as a timeline entry. */\nexport function crmInteractionFact(interaction: Partial<ContactInteraction>): CrmTimelineFact | null {\n  const on = crmFactDay(interaction.atMs)\n  if (!on) return null\n  const kind =\n    interaction.type && CONTACT_SOURCE_LABELS[interaction.type] ? CONTACT_SOURCE_LABELS[interaction.type] : 'Capture'\n  const text = crmFactProse(interaction.summary, CRM_FACTS_TEXT_MAX)\n  return text ? { on, kind, text } : { on, kind }\n}\n\n/**\n * Timeline entries newest first, at most {@link CRM_FACTS_TIMELINE_MAX}. A\n * tie keeps the order the entries arrived in, so the same reads report the\n * same list.\n */\nexport function crmTimelineFacts(\n  entries: ReadonlyArray<{ atMs: unknown; fact: CrmTimelineFact | null }>,\n): CrmTimelineFact[] {\n  return entries\n    .map((entry, index) => ({ at: crmFactMillis(entry.atMs) ?? 0, index, fact: entry.fact }))\n    .filter((entry): entry is { at: number; index: number; fact: CrmTimelineFact } => entry.fact !== null)\n    .sort((a, b) => b.at - a.at || a.index - b.index)\n    .slice(0, CRM_FACTS_TIMELINE_MAX)\n    .map((entry) => entry.fact)\n}\n\n/** The open tasks among `tasks`, soonest due first, undated last. */\nexport function crmOpenTaskFacts(tasks: ReadonlyArray<Partial<CrmTask>>, nowMs: number): CrmTaskFact[] {\n  return tasks\n    .filter((task) => task.status !== 'done' && crmFactText(task.title, CRM_FACTS_LABEL_MAX))\n    .map((task, index) => ({ task, index, due: crmFactMillis(task.dueAtMs) }))\n    .sort((a, b) => (a.due ?? Number.POSITIVE_INFINITY) - (b.due ?? Number.POSITIVE_INFINITY) || a.index - b.index)\n    .slice(0, CRM_FACTS_TASKS_MAX)\n    .map(({ task, due }) => ({\n      title: crmFactProse(task.title, CRM_FACTS_LABEL_MAX),\n      kind: task.kind && CRM_TASK_KIND_LABELS[task.kind] ? CRM_TASK_KIND_LABELS[task.kind] : 'To-do',\n      priority: task.priority === 'high' || task.priority === 'low' ? task.priority : 'normal',\n      due: due === null ? null : crmFactDay(due),\n      // Overdue by the UTC day: a task due today is not overdue until tomorrow.\n      overdue: due !== null && Math.floor(due / DAY_MS) < Math.floor(nowMs / DAY_MS),\n    }))\n}\n\n/** One deal, with its stage named by the pipeline it is in. */\nexport function crmDealFact(deal: Partial<CrmDeal>, pipeline: CrmPipeline | null | undefined): CrmDealFact {\n  const stage = dealStageById(pipeline ?? undefined, String(deal.stageId ?? ''))\n  return {\n    title: crmFactProse(deal.title, CRM_FACTS_LABEL_MAX),\n    stage: crmFactText(stage?.name, CRM_FACTS_LABEL_MAX),\n    status: deal.status === 'won' || deal.status === 'lost' ? deal.status : 'open',\n    amount: crmFactMoney(deal.amountCents, deal.currency),\n    expectedClose: crmFactDay(deal.expectedCloseAtMs),\n  }\n}\n\n/** Deals, open ones first, then most recently updated. */\nexport function crmDealFacts(\n  deals: ReadonlyArray<Partial<CrmDeal>>,\n  pipelines: ReadonlyMap<string, CrmPipeline>,\n): CrmDealFact[] {\n  return deals\n    .map((deal, index) => ({ deal, index, updated: crmFactMillis(deal.updatedAt) ?? 0 }))\n    .sort(\n      (a, b) =>\n        Number(a.deal.status !== 'open') - Number(b.deal.status !== 'open') ||\n        b.updated - a.updated ||\n        a.index - b.index,\n    )\n    .slice(0, CRM_FACTS_DEALS_MAX)\n    .map(({ deal }) => crmDealFact(deal, pipelines.get(String(deal.pipelineId ?? ''))))\n}\n\nexport interface ContactFactsInput {\n  row: Record<string, unknown>\n  /** The holder whose facet the person is read through. */\n  group: ConsentGroup\n  activities: ReadonlyArray<Partial<CrmActivity>>\n  tasks: ReadonlyArray<Partial<CrmTask>>\n  deals: ReadonlyArray<Partial<CrmDeal>>\n  pipelines: ReadonlyMap<string, CrmPipeline>\n  nowMs: number\n}\n\nexport function contactFacts(input: ContactFactsInput): CrmContactFacts {\n  const { row, group } = input\n  const facet = readContactFacet(row, group.groupId)\n  const sources = Object.entries(facet.sources ?? {})\n    .filter(([, on]) => on === true)\n    .map(([source]) => CONTACT_SOURCE_LABELS[source as keyof typeof CONTACT_SOURCE_LABELS] ?? '')\n    .filter(Boolean)\n  const interactions = interactionsForGroup(facet.interactions, group.hostIds)\n  return {\n    record: 'contact',\n    name: crmFactProse(contactDisplayName(row, group.groupId), CRM_FACTS_LABEL_MAX),\n    jobTitle: crmFactProse(facet.jobTitle, CRM_FACTS_LABEL_MAX),\n    company: crmFactProse(facet.companyName, CRM_FACTS_LABEL_MAX),\n    lifecycleStage: isContactLifecycleStage(facet.lifecycleStage)\n      ? CONTACT_LIFECYCLE_STAGE_LABELS[facet.lifecycleStage]\n      : '',\n    tags: tagsOf(facet.tags),\n    sources: [...new Set(sources)].sort(),\n    orders: typeof facet.ordersCount === 'number' && facet.ordersCount > 0 ? Math.floor(facet.ordersCount) : 0,\n    lastPurchase: crmFactDay(facet.lastPurchaseAtMs),\n    since: crmFactDay(row['createdAt']),\n    lastEmailEngagement: crmFactDay(facet.lastEmailEngagementAtMs),\n    notes: crmFactProse(facet.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts([\n      ...input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n      ...interactions.map((interaction) => ({ atMs: interaction.atMs, fact: crmInteractionFact(interaction) })),\n    ]),\n    openTasks: crmOpenTaskFacts(input.tasks, input.nowMs),\n    deals: crmDealFacts(input.deals, input.pipelines),\n  }\n}\n\nexport interface CompanyFactsInput {\n  company: Partial<CrmCompany>\n  activities: ReadonlyArray<Partial<CrmActivity>>\n  tasks: ReadonlyArray<Partial<CrmTask>>\n  deals: ReadonlyArray<Partial<CrmDeal>>\n  pipelines: ReadonlyMap<string, CrmPipeline>\n  nowMs: number\n}\n\nexport function companyFacts(input: CompanyFactsInput): CrmCompanyFacts {\n  const { company } = input\n  return {\n    record: 'company',\n    name: crmFactProse(company.name, CRM_FACTS_LABEL_MAX),\n    domain: crmFactText(company.domain, CRM_FACTS_LABEL_MAX),\n    industry: crmFactProse(company.industry, CRM_FACTS_LABEL_MAX),\n    tags: tagsOf(company.tags),\n    people:\n      typeof company.contactsCount === 'number' && company.contactsCount > 0\n        ? Math.floor(company.contactsCount)\n        : 0,\n    since: crmFactDay(company.createdAt),\n    notes: crmFactProse(company.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n    ),\n    openTasks: crmOpenTaskFacts(input.tasks, input.nowMs),\n    deals: crmDealFacts(input.deals, input.pipelines),\n  }\n}\n\nexport interface DealFactsInput {\n  deal: Partial<CrmDeal> & { contactName?: unknown; companyName?: unknown }\n  pipeline: CrmPipeline | null\n  activities: ReadonlyArray<Partial<CrmActivity>>\n  tasks: ReadonlyArray<Partial<CrmTask>>\n  nowMs: number\n}\n\nexport function dealFacts(input: DealFactsInput): CrmDealFacts {\n  const { deal, pipeline } = input\n  const summary = crmDealFact(deal, pipeline)\n  const stages = [...(pipeline?.stages ?? [])]\n    .sort((a, b) => Number(a.order ?? 0) - Number(b.order ?? 0))\n    .map((stage) => ({\n      id: String(stage.id),\n      name: crmFactText(stage.name, CRM_FACTS_LABEL_MAX),\n      kind: stage.kind === 'won' || stage.kind === 'lost' ? stage.kind : ('open' as const),\n    }))\n  return {\n    record: 'deal',\n    title: summary.title,\n    pipeline: crmFactText(pipeline?.name, CRM_FACTS_LABEL_MAX),\n    stages,\n    stageId: String(deal.stageId ?? ''),\n    stage: summary.stage,\n    status: summary.status,\n    amount: summary.amount,\n    expectedClose: summary.expectedClose,\n    inStageSince: crmFactDay(deal.stageChangedAtMs),\n    lostReason: crmFactProse(deal.lostReason, CRM_FACTS_LABEL_MAX),\n    contact: crmFactProse(deal.contactName, CRM_FACTS_LABEL_MAX),\n    company: crmFactProse(deal.companyName, CRM_FACTS_LABEL_MAX),\n    products: Array.isArray(deal.lineItems) ? deal.lineItems.length : 0,\n    since: crmFactDay(deal.createdAt),\n    notes: crmFactProse(deal.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n    ),\n    openTasks: crmOpenTaskFacts(input.tasks, input.nowMs),\n  }\n}\n\n/** What a lead's capture surfaces are called, the lead history card's words. */\nfunction leadSourceFact(source: string): string {\n  if (source === 'signup') return 'Sign-up'\n  if (source === 'booking') return 'Booking'\n  if (source === 'import') return CONTACT_SOURCE_LABELS.import\n  if (source === 'form' || source.startsWith('form:')) return CONTACT_SOURCE_LABELS.form\n  return 'Other'\n}\n\nexport interface LeadFactsInput {\n  lead: Record<string, unknown>\n  activities: ReadonlyArray<Partial<CrmActivity>>\n}\n\nexport function leadFacts(input: LeadFactsInput): CrmLeadFacts {\n  const { lead } = input\n  const rawSources = Array.isArray(lead['sources'])\n    ? lead['sources']\n    : typeof lead['source'] === 'string'\n      ? [lead['source']]\n      : []\n  const captures = Number(lead['submissionCount'])\n  return {\n    record: 'lead',\n    name: crmFactProse(lead['name'], CRM_FACTS_LABEL_MAX),\n    status: CRM_LEAD_STATUS_LABELS[crmLeadStatus(lead as { status?: never })],\n    sources: [...new Set(rawSources.map((source) => leadSourceFact(String(source))))].sort(),\n    captures: Number.isFinite(captures) && captures > 0 ? Math.floor(captures) : 0,\n    firstSeen: crmFactDay(lead['firstSeenAtMs']),\n    lastSeen: crmFactDay(lead['lastSeenAtMs']),\n    assigned: typeof lead['ownerUid'] === 'string' && lead['ownerUid'] !== '',\n    converted: typeof lead['convertedContactId'] === 'string' && lead['convertedContactId'] !== '',\n    unqualifiedReason: crmFactProse(lead['unqualifiedReason'], CRM_FACTS_LABEL_MAX),\n    notes: crmFactProse(lead['notes'], CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n    ),\n  }\n}\n\n/** The standard fields of each import, with the type a column must hold for each. */\nconst STANDARD_IMPORT_FIELDS: Record<\n  CrmImportFactsCollection,\n  { keys: readonly string[]; labels: Record<string, string>; required: string; types: Record<string, CrmImportFieldType> }\n> = {\n  contacts: {\n    keys: CONTACT_IMPORT_FIELDS,\n    labels: CONTACT_IMPORT_FIELD_LABELS,\n    required: 'email',\n    types: { email: 'email', phone: 'phone', ownerEmail: 'email', marketingConsent: 'yes-no' },\n  },\n  companies: {\n    keys: COMPANY_IMPORT_FIELDS,\n    labels: COMPANY_IMPORT_FIELD_LABELS,\n    required: 'name',\n    types: { phone: 'phone', ownerEmail: 'email', website: 'url' },\n  },\n  deals: {\n    keys: DEAL_IMPORT_FIELDS,\n    labels: DEAL_IMPORT_FIELD_LABELS,\n    required: 'title',\n    types: { amount: 'number', ownerEmail: 'email', expectedClose: 'date' },\n  },\n  leads: {\n    keys: LEAD_IMPORT_FIELDS,\n    labels: LEAD_IMPORT_FIELD_LABELS,\n    required: 'email',\n    types: { email: 'email', ownerEmail: 'email' },\n  },\n}\n\n/** The object a collection's custom fields describe; leads and deals import none. */\nconst CUSTOM_FIELD_OBJECT: Partial<Record<CrmImportFactsCollection, CrmFieldObject>> = {\n  contacts: 'contact',\n  companies: 'company',\n}\n\nconst CUSTOM_FIELD_TYPES: Record<string, CrmImportFieldType> = {\n  number: 'number',\n  date: 'date',\n  checkbox: 'yes-no',\n  url: 'url',\n}\n\n/**\n * The fields an import of `collection` may fill: the standard ones in the\n * mapping menu's order, then the org's active custom fields for the record\n * the collection holds, in their own order.\n */\nexport function importFacts(\n  collection: CrmImportFactsCollection,\n  customFields: ReadonlyArray<Partial<ContactFieldDefinition>>,\n): CrmImportFacts {\n  const standard = STANDARD_IMPORT_FIELDS[collection]\n  const object = CUSTOM_FIELD_OBJECT[collection]\n  const custom = object\n    ? customFields\n        .filter((field) => field.key && !field.retiredAt && fieldDefinitionObject(field as ContactFieldDefinition) === object)\n        .sort((a, b) => Number(a.order ?? 0) - Number(b.order ?? 0) || String(a.key).localeCompare(String(b.key)))\n        .slice(0, CRM_FACTS_CUSTOM_FIELDS_MAX)\n        .map((field) => ({\n          key: customImportTarget(String(field.key)),\n          label: crmFactText(field.label, CRM_FACTS_LABEL_MAX) || String(field.key),\n          type: CUSTOM_FIELD_TYPES[String(field.type)] ?? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/record-facts.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 */\nimport {\n  CONTACT_ALTERNATE_EMAILS_FIELD,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_SOURCE_LABELS,\n  CRM_ACTIVITY_KIND_LABELS,\n  CRM_EMAIL_DELIVERY_STATE_LABELS,\n  CRM_TASK_KIND_LABELS,\n  contactDisplayName,\n  crmLeadStatusLabel,\n  CRM_FORECAST_CATEGORY_LABELS,\n  crmActivityDirection,\n  customImportTarget,\n  DEAL_NEXT_STEP_MAX,\n  dealContactRolesOf,\n  dealForecastCategory,\n  dealProbability,\n  dealStageById,\n  dealStageForecastCategory,\n  fieldDefinitionObject,\n  interactionsForGroup,\n  isContactLifecycleStage,\n  isCrmEmailDeliveryState,\n  readContactFacet,\n  readMarketingBasis,\n  type AglynPostalAddress,\n  type ConsentGroup,\n  type ContactFieldDefinition,\n  type ContactInteraction,\n  type CrmActivity,\n  type CrmCompany,\n  type CrmDeal,\n  type CrmFieldObject,\n  type CrmPicklist,\n  type CrmPipeline,\n  type CrmTask,\n} from '@aglyn/aglyn/server'\nimport type { TransferField, TransferFieldType } from '@aglyn/aglyn/data-transfer'\nimport {\n  COMPANY_TRANSFER_FIELDS,\n  CONTACT_TRANSFER_FIELDS,\n  DEAL_TRANSFER_FIELDS,\n  LEAD_TRANSFER_FIELDS,\n} from '../transfer/fields'\n\n/**\n * WHAT THE CRM TELLS ANOTHER PLUGIN ABOUT ONE OF ITS RECORDS (AGL-2917).\n *\n * The facts a reader on the core's record-facts seam reports: one contact,\n * company, deal or lead as a person on the team sees it, and the fields a\n * spreadsheet import may fill. The server half reads the documents and\n * applies who may see them (`server/record-facts.ts`); this half shapes\n * them, so the list below is the whole of what a caller — an assistant\n * summarizing a record, an automation deciding on one — can pass on.\n *\n * ## The whole record (AGL-3520)\n *\n * These builders answer only for an organization with\n * `release_crm_assist_whole_record` on; with it off, the readers answer\n * `record-facts-disclosed.ts`, the fields the published pages promise.\n * A record is reported as the CRM shows it: every standard field —\n * Salesforce's included — with its email addresses, phone numbers, postal\n * addresses, birthdate, assistant and reports-to; the labels of its\n * picklists as the record holds them; its custom field values under their\n * labels; its marketing consent; its notes, newest timeline entries and\n * open tasks and deals. Text a person wrote is reported as written.\n *\n * ## What still never leaves\n *\n * No authentication token, no account identifier and no internal record\n * id. A related record — the company a person works for, the contact a deal\n * is with, the person someone reports to, a parent company, a campaign — is\n * named by its name; a team member by their display name. The one id a\n * caller is handed is a pipeline stage's, which a stage proposal must name.\n * An import catalog carries field keys, labels and types, never a row of\n * the file.\n *\n * ## Bounded\n *\n * Every list and every long text is cut — notes to\n * {@link CRM_FACTS_NOTES_MAX}, a timeline entry to {@link CRM_FACTS_TEXT_MAX},\n * at most {@link CRM_FACTS_CUSTOM_FIELDS_MAX} custom fields — so a record\n * holding everything still fits the request a caller builds from it.\n *\n * ## Stable bytes\n *\n * Every builder writes its keys in one order, dates as UTC calendar days and\n * money as a currency code and a fixed-point amount, so the same records read\n * twice report the same facts — a caller may key a cache on them, and one\n * that does sees a change exactly when something it was told has changed.\n */\n\n/** The records a reader is registered for, by the seam's resource name. */\nexport const CRM_RECORD_FACTS_RESOURCES = {\n  contact: 'crm.contact',\n  company: 'crm.company',\n  deal: 'crm.deal',\n  lead: 'crm.lead',\n} as const\n\nexport type CrmRecordFactsKind = keyof typeof CRM_RECORD_FACTS_RESOURCES\n\n/** The import catalogs, read by collection name as the record id. */\nexport const CRM_IMPORT_FACTS_RESOURCE = 'crm.import'\n\nexport const CRM_IMPORT_FACTS_COLLECTIONS = ['contacts', 'companies', 'deals', 'leads'] as const\n\nexport type CrmImportFactsCollection = (typeof CRM_IMPORT_FACTS_COLLECTIONS)[number]\n\nexport function isCrmImportFactsCollection(value: unknown): value is CrmImportFactsCollection {\n  return typeof value === 'string' && (CRM_IMPORT_FACTS_COLLECTIONS as readonly string[]).includes(value)\n}\n\n/** Newest timeline entries reported for a record. */\nexport const CRM_FACTS_TIMELINE_MAX = 12\n/** Open tasks reported for a record. */\nexport const CRM_FACTS_TASKS_MAX = 8\n/** Deals reported for a contact or a company. */\nexport const CRM_FACTS_DEALS_MAX = 5\n/** Tags reported for a record. */\nexport const CRM_FACTS_TAGS_MAX = 10\n/** How much of a logged activity's text, a capture's summary, a task's notes or a custom value is reported. */\nexport const CRM_FACTS_TEXT_MAX = 280\n/** How much of a record's notes is reported. */\nexport const CRM_FACTS_NOTES_MAX = 600\n/** How long a name, a title or a subject may run. */\nexport const CRM_FACTS_LABEL_MAX = 120\n/** Custom fields an import catalog, or a record, reports. */\nexport const CRM_FACTS_CUSTOM_FIELDS_MAX = 40\n/** Products a deal's facts list. */\nexport const CRM_FACTS_PRODUCTS_MAX = 20\n/** Email addresses and campaigns a record's facts list. */\nexport const CRM_FACTS_LIST_MAX = 10\n\n/** One thing that happened, as a record's timeline reports it. */\nexport interface CrmTimelineFact {\n  /** The UTC day it happened, `YYYY-MM-DD`. */\n  on: string\n  /** What happened: a logged kind (Call, Email) or the capture it came through (Form, Booking). */\n  kind: string\n  /** `outbound` or `inbound` for an email; also `internal` for a call (AGL-3517); absent otherwise. */\n  direction?: string\n  /** Who an email came from and went to, as the activity recorded them (AGL-3520). */\n  from?: string\n  to?: string\n  subject?: string\n  text?: string\n  outcome?: string\n  /** How far a sent email got: Sent, Delivered, Opened, Clicked, Bounced, Complained. */\n  delivery?: string\n}\n\n/** One task still to do. */\nexport interface CrmTaskFact {\n  title: string\n  /** The org's Type label when the task holds one, else its kind's name (AGL-3517). */\n  kind: string\n  /** The meaning — `high`, `normal` or `low` — whatever the org calls it. */\n  priority: string\n  /** The org's Status label (\"In Progress\"), when the task holds one (AGL-3517). */\n  status?: string\n  /** The UTC day it is due, or `null` for a task with no due date. */\n  due: string | null\n  overdue: boolean\n  /** Who it is assigned to, by name (AGL-3520). */\n  assignee?: string\n  /** What the task says beyond its title (AGL-3520). */\n  notes?: string\n}\n\n/** One deal, as a contact's or a company's facts report it. */\nexport interface CrmDealFact {\n  title: string\n  stage: string\n  status: string\n  amount: string | null\n  expectedClose: string | null\n}\n\n/** One custom field's value, under the label the org gave the field (AGL-3520). */\nexport interface CrmCustomFact {\n  label: string\n  value: string\n}\n\n/** One product on a deal (AGL-3520). */\nexport interface CrmProductFact {\n  name: string\n  quantity: number\n  unitAmount: string | null\n}\n\nexport interface CrmContactFacts {\n  record: 'contact'\n  name: string\n  salutation: string\n  firstName: string\n  lastName: string\n  /** Every address the person is reached at: the canonical one first (AGL-3520). */\n  emails: string[]\n  phone: string\n  mobilePhone: string\n  homePhone: string\n  otherPhone: string\n  fax: string\n  jobTitle: string\n  department: string\n  /** A `YYYY-MM-DD` day, or `''`. */\n  birthdate: string\n  assistant: string\n  assistantPhone: string\n  /** The name of the contact the person reports to (AGL-3515). */\n  reportsTo: string\n  mailingAddress: string\n  otherAddress: string\n  /** They asked not to be phoned — a fact an assistant drafting a next step must respect. */\n  doNotCall: boolean\n  company: string\n  lifecycleStage: string\n  leadSource: string\n  owner: string\n  /** Whether the person agreed to marketing email from this site, and since when. */\n  marketingConsent: string\n  tags: string[]\n  /** The captures that met the person: Form, Booking, Customer. */\n  sources: string[]\n  orders: number\n  lastPurchase: string | null\n  since: string | null\n  lastEmailEngagement: string | null\n  custom: CrmCustomFact[]\n  notes: string\n  timeline: CrmTimelineFact[]\n  openTasks: CrmTaskFact[]\n  deals: CrmDealFact[]\n}\n\nexport interface CrmCompanyFacts {\n  record: 'company'\n  name: string\n  domain: string\n  website: string\n  phone: string\n  fax: string\n  industry: string\n  /** Salesforce's Account fields (AGL-3514). */\n  type: string\n  rating: string\n  ownership: string\n  accountSource: string\n  employees: number | null\n  annualRevenue: string | null\n  accountNumber: string\n  site: string\n  tickerSymbol: string\n  sicCode: string\n  billingAddress: string\n  shippingAddress: string\n  /** The name of the company this one sits under. */\n  parentCompany: string\n  owner: string\n  tags: string[]\n  people: number\n  since: string | null\n  custom: CrmCustomFact[]\n  notes: string\n  timeline: CrmTimelineFact[]\n  openTasks: CrmTaskFact[]\n  deals: CrmDealFact[]\n}\n\n/** One stage of a deal's pipeline, in order. */\nexport interface CrmStageFact {\n  id: string\n  name: string\n  kind: 'open' | 'won' | 'lost'\n  /** Chance of closing from the stage, 0–100 (AGL-3516). */\n  probability: number\n  /** The forecast category a deal takes in the stage, as its label. */\n  forecastCategory: string\n}\n\n/** One contact on a deal, as the facts name them (AGL-3521). */\nexport interface CrmContactRoleFact {\n  /** The person's name, or `''` where it could not be read. */\n  name: string\n  /** The role's label, or `''` for none. */\n  role: string\n  primary: boolean\n}\n\n/** The contacts a deal's facts name — the committee, not the whole list. */\nexport const CRM_FACTS_CONTACT_ROLES_MAX = 10\n\nexport interface CrmDealFacts {\n  record: 'deal'\n  title: string\n  pipeline: string\n  stages: CrmStageFact[]\n  stageId: string\n  stage: string\n  status: string\n  amount: string | null\n  expectedClose: string | null\n  inStageSince: string | null\n  lostReason: string\n  /*\n   * Salesforce's Opportunity fields (AGL-3516).\n   */\n  type: string\n  leadSource: string\n  nextStep: string\n  /** The deal's own odds when it overrides the stage's, else the stage's; `null` for neither. */\n  probability: number | null\n  /** The forecast category's label. */\n  forecastCategory: string\n  /** The campaign the deal is credited to, by name (AGL-3520). */\n  campaign: string\n  /** The name of the person the deal is with, as the deal copied it. */\n  contact: string\n  /**\n   * Every contact on the deal and the part each plays (AGL-3521), the\n   * Primary first — named as the reader resolved them, at most\n   * {@link CRM_FACTS_CONTACT_ROLES_MAX}.\n   */\n  contactRoles: CrmContactRoleFact[]\n  company: string\n  owner: string\n  products: CrmProductFact[]\n  since: string | null\n  custom: CrmCustomFact[]\n  notes: string\n  timeline: CrmTimelineFact[]\n  openTasks: CrmTaskFact[]\n}\n\nexport interface CrmLeadFacts {\n  record: 'lead'\n  name: string\n  /*\n   * The lead's own profile and Salesforce's standard lead fields\n   * (AGL-3231, AGL-3513), with how to reach the person (AGL-3520).\n   */\n  salutation: string\n  firstName: string\n  lastName: string\n  email: string\n  phone: string\n  mobilePhone: string\n  fax: string\n  website: string\n  address: string\n  company: string\n  jobTitle: string\n  leadSource: string\n  industry: string\n  rating: string\n  employees: number | null\n  annualRevenue: string | null\n  /** They asked not to be phoned — a fact an assistant drafting a next step must respect. */\n  doNotCall: boolean\n  status: string\n  owner: string\n  /** The campaigns the lead is filed under, by name. */\n  campaigns: string[]\n  marketingConsent: string\n  tags: string[]\n  /** Where the lead was captured: Form, Booking, Sign-up, Import. */\n  sources: string[]\n  captures: number\n  firstSeen: string | null\n  lastSeen: string | null\n  assigned: boolean\n  converted: boolean\n  unqualifiedReason: string\n  custom: CrmCustomFact[]\n  notes: string\n  timeline: CrmTimelineFact[]\n  openTasks: CrmTaskFact[]\n}\n\nexport type CrmRecordFacts = CrmContactFacts | CrmCompanyFacts | CrmDealFacts | CrmLeadFacts\n\n/** What a column of a file may hold, as an import field expects it. */\nexport type CrmImportFieldType = 'email' | 'phone' | 'number' | 'date' | 'yes-no' | 'url' | 'text'\n\n/** One field an import may fill. */\nexport interface CrmImportFieldFact {\n  /** The mapping target: a standard field's key, or `custom:<key>`. */\n  key: string\n  label: string\n  type: CrmImportFieldType\n  required: boolean\n}\n\nexport interface CrmImportFacts {\n  record: 'import'\n  collection: CrmImportFactsCollection\n  fields: CrmImportFieldFact[]\n}\n\n/**\n * What the server half resolves for a builder, because a fact names a\n * related record or a person and the builder reads no document: a team\n * member's display name, the record's custom field definitions, and the\n * names of the records it points at.\n */\nexport interface CrmFactsNames {\n  /** A team member's display name for a uid; `''` when the roster has none. */\n  member?: (uid: string) => string\n  /** The org's custom field definitions, every object's; each builder takes its own. */\n  customFields?: ReadonlyArray<Partial<ContactFieldDefinition>>\n}\n\nconst DAY_MS = 86_400_000\n\n/** A value as trimmed, single-spaced text of at most `max` characters. */\nexport function crmFactText(value: unknown, max: number): string {\n  if (typeof value !== 'string') return ''\n  const text = value.replace(/\\s+/g, ' ').trim()\n  return text.length > max ? `${text.slice(0, max - 1).trimEnd()}…` : text\n}\n\n/** Epoch millis, a `Date` or a stored timestamp, as epoch millis; `null` for anything else. */\nexport function crmFactMillis(value: unknown): number | null {\n  if (typeof value === 'number') return Number.isFinite(value) && value > 0 ? value : null\n  if (value instanceof Date) return Number.isFinite(value.getTime()) ? value.getTime() : null\n  const toMillis = (value as { toMillis?: () => number } | null | undefined)?.toMillis\n  if (typeof toMillis === 'function') {\n    const millis = toMillis.call(value)\n    return Number.isFinite(millis) ? millis : null\n  }\n  return null\n}\n\n/** A UTC calendar day, `YYYY-MM-DD`, or `null`. */\nexport function crmFactDay(value: unknown): string | null {\n  const millis = crmFactMillis(value)\n  return millis === null ? null : new Date(millis).toISOString().slice(0, 10)\n}\n\n/** An amount as a currency code and a fixed-point figure: `USD 1250.00`. */\nexport function crmFactMoney(cents: unknown, currency: unknown): string | null {\n  if (typeof cents !== 'number' || !Number.isFinite(cents)) return null\n  const code = (typeof currency === 'string' && /^[a-z]{3}$/i.test(currency) ? currency : 'usd').toUpperCase()\n  return `${code} ${(cents / 100).toFixed(2)}`\n}\n\n/** A postal address on one line, its parts in the order an envelope writes them; `''` for none. */\nexport function crmFactAddress(address: Partial<AglynPostalAddress> | null | undefined): string {\n  if (!address || typeof address !== 'object') return ''\n  const part = (value: unknown) => crmFactText(value, CRM_FACTS_LABEL_MAX)\n  const cityLine = [part(address.city), [part(address.state), part(address.postalCode)].filter(Boolean).join(' ')]\n    .filter(Boolean)\n    .join(', ')\n  return [part(address.line1), part(address.line2), cityLine, part(address.country)].filter(Boolean).join(', ')\n}\n\n/** A marketing basis as a sentence's worth: opted in (and since when), declined, or nothing recorded. */\nexport function crmFactConsent(record: Record<string, unknown>, group: ConsentGroup | null | undefined): string {\n  if (!group) return ''\n  const consent = readMarketingBasis(record, group)\n  if (consent.basis === 'granted') {\n    const since = crmFactDay(consent.basisAtMs)\n    return since ? `opted in on ${since}` : 'opted in'\n  }\n  return consent.basis === 'declined' ? 'declined' : 'none recorded'\n}\n\n/** A custom value as text: a day for a date, yes or no for a checkbox. */\nfunction customValueText(value: unknown, type: unknown): string {\n  if (value === null || value === undefined || value === '') return ''\n  if (typeof value === 'boolean') return value ? 'yes' : 'no'\n  if (type === 'date') return crmFactDay(typeof value === 'string' ? Date.parse(value) : value) ?? crmFactText(String(value), CRM_FACTS_TEXT_MAX)\n  if (typeof value === 'number') return Number.isFinite(value) ? String(value) : ''\n  return crmFactText(String(value), CRM_FACTS_TEXT_MAX)\n}\n\n/**\n * A record's custom values under their fields' labels, in the fields'\n * order — the active fields of `object` first, then a value whose field was\n * retired or never defined, under its key.\n */\nexport function crmCustomFacts(\n  custom: unknown,\n  object: CrmFieldObject,\n  definitions: ReadonlyArray<Partial<ContactFieldDefinition>> = [],\n): CrmCustomFact[] {\n  if (!custom || typeof custom !== 'object' || Array.isArray(custom)) return []\n  const values = custom as Record<string, unknown>\n  const own = definitions\n    .filter((field) => field.key && fieldDefinitionObject(field as ContactFieldDefinition) === object)\n    .sort(\n      (a, b) =>\n        Number(Boolean(a.retiredAt)) - Number(Boolean(b.retiredAt)) ||\n        Number(a.order ?? 0) - Number(b.order ?? 0) ||\n        String(a.key).localeCompare(String(b.key)),\n    )\n  const facts: CrmCustomFact[] = []\n  const seen = new Set<string>()\n  for (const field of own) {\n    const key = String(field.key)\n    seen.add(key)\n    const value = customValueText(values[key], field.type)\n    if (value) facts.push({ label: crmFactText(field.label, CRM_FACTS_LABEL_MAX) || key, value })\n  }\n  for (const key of Object.keys(values).sort()) {\n    if (seen.has(key)) continue\n    const value = customValueText(values[key], undefined)\n    if (value) facts.push({ label: key, value })\n  }\n  return facts.slice(0, CRM_FACTS_CUSTOM_FIELDS_MAX)\n}\n\nfunction tagsOf(value: unknown): string[] {\n  return Array.isArray(value)\n    ? value\n        .map((tag) => crmFactText(tag, 40))\n        .filter(Boolean)\n        .slice(0, CRM_FACTS_TAGS_MAX)\n    : []\n}\n\nconst memberName = (names: CrmFactsNames | undefined, uid: unknown): string =>\n  typeof uid === 'string' && uid ? crmFactText(names?.member?.(uid) ?? '', CRM_FACTS_LABEL_MAX) : ''\n\n/** A logged activity as a timeline entry. */\nexport function crmActivityFact(activity: Partial<CrmActivity>): CrmTimelineFact | null {\n  const on = crmFactDay(activity.atMs)\n  if (!on) return null\n  const kind = activity.kind && CRM_ACTIVITY_KIND_LABELS[activity.kind] ? activity.kind : 'other'\n  const fact: CrmTimelineFact = { on, kind: CRM_ACTIVITY_KIND_LABELS[kind] }\n  const direction = crmActivityDirection(kind, activity.direction)\n  if (direction) fact.direction = direction\n  const from = crmFactText(activity.from, CRM_FACTS_LABEL_MAX)\n  if (from) fact.from = from\n  const to = crmFactText(activity.to, CRM_FACTS_LABEL_MAX)\n  if (to) fact.to = to\n  const subject = crmFactText(activity.subject ?? activity.threadSubject, CRM_FACTS_LABEL_MAX)\n  if (subject) fact.subject = subject\n  const text = crmFactText(activity.body, CRM_FACTS_TEXT_MAX)\n  if (text) fact.text = text\n  const outcome = crmFactText(activity.outcome, CRM_FACTS_LABEL_MAX)\n  if (outcome) fact.outcome = outcome\n  if (kind === 'email' && isCrmEmailDeliveryState(activity.deliveryState)) {\n    fact.delivery = CRM_EMAIL_DELIVERY_STATE_LABELS[activity.deliveryState]\n  }\n  return fact\n}\n\n/** A capture the platform recorded on a contact, as a timeline entry. */\nexport function crmInteractionFact(interaction: Partial<ContactInteraction>): CrmTimelineFact | null {\n  const on = crmFactDay(interaction.atMs)\n  if (!on) return null\n  const kind =\n    interaction.type && CONTACT_SOURCE_LABELS[interaction.type] ? CONTACT_SOURCE_LABELS[interaction.type] : 'Capture'\n  const text = crmFactText(interaction.summary, CRM_FACTS_TEXT_MAX)\n  return text ? { on, kind, text } : { on, kind }\n}\n\n/**\n * Timeline entries newest first, at most {@link CRM_FACTS_TIMELINE_MAX}. A\n * tie keeps the order the entries arrived in, so the same reads report the\n * same list.\n */\nexport function crmTimelineFacts(\n  entries: ReadonlyArray<{ atMs: unknown; fact: CrmTimelineFact | null }>,\n): CrmTimelineFact[] {\n  return entries\n    .map((entry, index) => ({ at: crmFactMillis(entry.atMs) ?? 0, index, fact: entry.fact }))\n    .filter((entry): entry is { at: number; index: number; fact: CrmTimelineFact } => entry.fact !== null)\n    .sort((a, b) => b.at - a.at || a.index - b.index)\n    .slice(0, CRM_FACTS_TIMELINE_MAX)\n    .map((entry) => entry.fact)\n}\n\n/** The open tasks among `tasks`, soonest due first, undated last. */\nexport function crmOpenTaskFacts(\n  tasks: ReadonlyArray<Partial<CrmTask>>,\n  nowMs: number,\n  names?: CrmFactsNames,\n): CrmTaskFact[] {\n  return tasks\n    .filter((task) => task.status !== 'done' && crmFactText(task.title, CRM_FACTS_LABEL_MAX))\n    .map((task, index) => ({ task, index, due: crmFactMillis(task.dueAtMs) }))\n    .sort((a, b) => (a.due ?? Number.POSITIVE_INFINITY) - (b.due ?? Number.POSITIVE_INFINITY) || a.index - b.index)\n    .slice(0, CRM_FACTS_TASKS_MAX)\n    .map(({ task, due }) => {\n      const assignee = memberName(names, task.assigneeUid)\n      const notes = crmFactText(task.notes, CRM_FACTS_TEXT_MAX)\n      return {\n        title: crmFactText(task.title, CRM_FACTS_LABEL_MAX),\n        kind:\n          crmFactText(task.typeLabel, CRM_FACTS_LABEL_MAX) ||\n          (task.kind && CRM_TASK_KIND_LABELS[task.kind] ? CRM_TASK_KIND_LABELS[task.kind] : 'To-do'),\n        priority: task.priority === 'high' || task.priority === 'low' ? task.priority : 'normal',\n        ...(crmFactText(task.statusLabel, CRM_FACTS_LABEL_MAX)\n          ? { status: crmFactText(task.statusLabel, CRM_FACTS_LABEL_MAX) }\n          : {}),\n        due: due === null ? null : crmFactDay(due),\n        // Overdue by the UTC day: a task due today is not overdue until tomorrow.\n        overdue: due !== null && Math.floor(due / DAY_MS) < Math.floor(nowMs / DAY_MS),\n        ...(assignee ? { assignee } : {}),\n        ...(notes ? { notes } : {}),\n      }\n    })\n}\n\n/** One deal, with its stage named by the pipeline it is in. */\nexport function crmDealFact(deal: Partial<CrmDeal>, pipeline: CrmPipeline | null | undefined): CrmDealFact {\n  const stage = dealStageById(pipeline ?? undefined, String(deal.stageId ?? ''))\n  return {\n    title: crmFactText(deal.title, CRM_FACTS_LABEL_MAX),\n    stage: crmFactText(stage?.name, CRM_FACTS_LABEL_MAX),\n    status: deal.status === 'won' || deal.status === 'lost' ? deal.status : 'open',\n    amount: crmFactMoney(deal.amountCents, deal.currency),\n    expectedClose: crmFactDay(deal.expectedCloseAtMs),\n  }\n}\n\n/** Deals, open ones first, then most recently updated. */\nexport function crmDealFacts(\n  deals: ReadonlyArray<Partial<CrmDeal>>,\n  pipelines: ReadonlyMap<string, CrmPipeline>,\n): CrmDealFact[] {\n  return deals\n    .map((deal, index) => ({ deal, index, updated: crmFactMillis(deal.updatedAt) ?? 0 }))\n    .sort(\n      (a, b) =>\n        Number(a.deal.status !== 'open') - Number(b.deal.status !== 'open') ||\n        b.updated - a.updated ||\n        a.index - b.index,\n    )\n    .slice(0, CRM_FACTS_DEALS_MAX)\n    .map(({ deal }) => crmDealFact(deal, pipelines.get(String(deal.pipelineId ?? ''))))\n}\n\nconst label = (value: unknown) => crmFactText(value, CRM_FACTS_LABEL_MAX)\n\nexport interface ContactFactsInput {\n  row: Record<string, unknown>\n  /** The holder whose facet the person is read through. */\n  group: ConsentGroup\n  activities: ReadonlyArray<Partial<CrmActivity>>\n  tasks: ReadonlyArray<Partial<CrmTask>>\n  deals: ReadonlyArray<Partial<CrmDeal>>\n  pipelines: ReadonlyMap<string, CrmPipeline>\n  nowMs: number\n  names?: CrmFactsNames\n  /** The name of the contact the holder's reports-to names, when the reader could see it. */\n  reportsToName?: string\n}\n\nexport function contactFacts(input: ContactFactsInput): CrmContactFacts {\n  const { row, group, names } = input\n  const facet = readContactFacet(row, group.groupId)\n  const sources = Object.entries(facet.sources ?? {})\n    .filter(([, on]) => on === true)\n    .map(([source]) => CONTACT_SOURCE_LABELS[source as keyof typeof CONTACT_SOURCE_LABELS] ?? '')\n    .filter(Boolean)\n  const interactions = interactionsForGroup(facet.interactions, group.hostIds)\n  const alternates = Array.isArray(row[CONTACT_ALTERNATE_EMAILS_FIELD])\n    ? (row[CONTACT_ALTERNATE_EMAILS_FIELD] as unknown[])\n    : []\n  const emails = [...new Set([row['email'], ...alternates].map(label).filter(Boolean))].slice(0, CRM_FACTS_LIST_MAX)\n  return {\n    record: 'contact',\n    name: label(contactDisplayName(row, group.groupId)),\n    salutation: label(facet.salutation),\n    firstName: label(facet.firstName),\n    lastName: label(facet.lastName),\n    emails,\n    phone: label(facet.phone ?? row['phone']),\n    mobilePhone: label(facet.mobilePhone),\n    homePhone: label(facet.homePhone),\n    otherPhone: label(facet.otherPhone),\n    fax: label(facet.fax),\n    jobTitle: label(facet.jobTitle),\n    department: label(facet.department),\n    birthdate: label(facet.birthdate),\n    assistant: label(facet.assistantName),\n    assistantPhone: label(facet.assistantPhone),\n    reportsTo: label(input.reportsToName),\n    mailingAddress: crmFactAddress(facet.address),\n    otherAddress: crmFactAddress(facet.otherAddress),\n    doNotCall: facet.doNotCall === true,\n    company: label(facet.companyName),\n    lifecycleStage: isContactLifecycleStage(facet.lifecycleStage)\n      ? CONTACT_LIFECYCLE_STAGE_LABELS[facet.lifecycleStage]\n      : '',\n    leadSource: label(facet.leadSource),\n    owner: memberName(names, facet.ownerUid),\n    marketingConsent: crmFactConsent(row, group),\n    tags: tagsOf(facet.tags),\n    sources: [...new Set(sources)].sort(),\n    orders: typeof facet.ordersCount === 'number' && facet.ordersCount > 0 ? Math.floor(facet.ordersCount) : 0,\n    lastPurchase: crmFactDay(facet.lastPurchaseAtMs),\n    since: crmFactDay(row['createdAt']),\n    lastEmailEngagement: crmFactDay(facet.lastEmailEngagementAtMs),\n    custom: crmCustomFacts(facet.custom, 'contact', names?.customFields),\n    notes: crmFactText(facet.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts([\n      ...input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n      ...interactions.map((interaction) => ({ atMs: interaction.atMs, fact: crmInteractionFact(interaction) })),\n    ]),\n    openTasks: crmOpenTaskFacts(input.tasks, input.nowMs, names),\n    deals: crmDealFacts(input.deals, input.pipelines),\n  }\n}\n\nexport interface CompanyFactsInput {\n  company: Partial<CrmCompany>\n  activities: ReadonlyArray<Partial<CrmActivity>>\n  tasks: ReadonlyArray<Partial<CrmTask>>\n  deals: ReadonlyArray<Partial<CrmDeal>>\n  pipelines: ReadonlyMap<string, CrmPipeline>\n  nowMs: number\n  names?: CrmFactsNames\n  /** The parent company's name, when the reader could see it. */\n  parentCompanyName?: string\n}\n\nexport function companyFacts(input: CompanyFactsInput): CrmCompanyFacts {\n  const { company, names } = input\n  return {\n    record: 'company',\n    name: label(company.name),\n    domain: label(company.domain),\n    website: label(company.website),\n    phone: label(company.phone),\n    fax: label(company.fax),\n    industry: label(company.industry),\n    type: label(company.type),\n    rating: label(company.rating),\n    ownership: label(company.ownership),\n    accountSource: label(company.accountSource),\n    employees:\n      typeof company.numberOfEmployees === 'number' && company.numberOfEmployees >= 0\n        ? Math.floor(company.numberOfEmployees)\n        : null,\n    annualRevenue: crmFactMoney(company.annualRevenueCents, company.currency),\n    accountNumber: label(company.accountNumber),\n    site: label(company.site),\n    tickerSymbol: label(company.tickerSymbol),\n    sicCode: label(company.sicCode),\n    billingAddress: crmFactAddress(company.address),\n    shippingAddress: crmFactAddress(company.shippingAddress),\n    parentCompany: label(input.parentCompanyName),\n    owner: memberName(names, company.ownerUid),\n    tags: tagsOf(company.tags),\n    people:\n      typeof company.contactsCount === 'number' && company.contactsCount > 0\n        ? Math.floor(company.contactsCount)\n        : 0,\n    since: crmFactDay(company.createdAt),\n    custom: crmCustomFacts(company.custom, 'company', names?.customFields),\n    notes: crmFactText(company.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n    ),\n    openTasks: crmOpenTaskFacts(input.tasks, input.nowMs, names),\n    deals: crmDealFacts(input.deals, input.pipelines),\n  }\n}\n\nexport interface DealFactsInput {\n  deal: Partial<CrmDeal> & { contactName?: unknown; companyName?: unknown }\n  /** The names of the deal's contacts, by id, as the reader may see them (AGL-3521). */\n  contactNames?: ReadonlyMap<string, string>\n  pipeline: CrmPipeline | null\n  activities: ReadonlyArray<Partial<CrmActivity>>\n  tasks: ReadonlyArray<Partial<CrmTask>>\n  nowMs: number\n  names?: CrmFactsNames\n  /** The name of the campaign the deal is credited to, when the reader could see it. */\n  campaignName?: string\n}\n\nexport function dealFacts(input: DealFactsInput): CrmDealFacts {\n  const { deal, pipeline, names } = input\n  const summary = crmDealFact(deal, pipeline)\n  const stages = [...(pipeline?.stages ?? [])]\n    .sort((a, b) => Number(a.order ?? 0) - Number(b.order ?? 0))\n    .map((stage) => ({\n      id: String(stage.id),\n      name: crmFactText(stage.name, CRM_FACTS_LABEL_MAX),\n      kind: stage.kind === 'won' || stage.kind === 'lost' ? stage.kind : ('open' as const),\n      probability: Math.min(100, Math.max(0, Number(stage.probability) || 0)),\n      forecastCategory: CRM_FORECAST_CATEGORY_LABELS[dealStageForecastCategory(stage)],\n    }))\n  const stage = dealStageById(pipeline ?? undefined, String(deal.stageId ?? ''))\n  const products = (Array.isArray(deal.lineItems) ? deal.lineItems : [])\n    .slice(0, CRM_FACTS_PRODUCTS_MAX)\n    .map((item) => ({\n      name: label(item?.name),\n      quantity: Number(item?.quantity) || 0,\n      unitAmount: crmFactMoney(item?.unitAmountCents, item?.currency ?? deal.currency),\n    }))\n  return {\n    record: 'deal',\n    title: summary.title,\n    pipeline: crmFactText(pipeline?.name, CRM_FACTS_LABEL_MAX),\n    stages,\n    stageId: String(deal.stageId ?? ''),\n    stage: summary.stage,\n    status: summary.status,\n    amount: summary.amount,\n    expectedClose: summary.expectedClose,\n    inStageSince: crmFactDay(deal.stageChangedAtMs),\n    lostReason: label(deal.lostReason),\n    type: label(deal.type),\n    leadSource: label(deal.leadSource),\n    nextStep: crmFactText(deal.nextStep, DEAL_NEXT_STEP_MAX),\n    probability: dealProbability(deal, stage),\n    forecastCategory: CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, stage)],\n    campaign: label(input.campaignName),\n    contact: label(deal.contactName),\n    contactRoles: dealContactRoleFacts(deal, input.contactNames),\n    company: label(deal.companyName),\n    owner: memberName(names, deal.ownerUid),\n    products,\n    since: crmFactDay(deal.createdAt),\n    custom: crmCustomFacts(deal.custom, 'deal', names?.customFields),\n    notes: crmFactText(deal.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n    ),\n    openTasks: crmOpenTaskFacts(input.tasks, input.nowMs, names),\n  }\n}\n\n/**\n * A deal's contact roles as facts (AGL-3521): the Primary first, each by the\n * name the reader resolved — a contact the reader may not see, or could\n * not read, is left out rather than named by id.\n */\nexport function dealContactRoleFacts(\n  deal: { contactId?: unknown; contactRoles?: unknown },\n  names: ReadonlyMap<string, string> = new Map(),\n): CrmContactRoleFact[] {\n  return dealContactRolesOf(deal)\n    .sort((a, b) => Number(b.primary) - Number(a.primary))\n    .filter((row) => names.has(row.contactId))\n    .slice(0, CRM_FACTS_CONTACT_ROLES_MAX)\n    .map((row) => ({\n      name: label(names.get(row.contactId)),\n      role: crmFactText(row.role, CRM_FACTS_LABEL_MAX),\n      primary: row.primary,\n    }))\n}\n\n/** What a lead's capture surfaces are called, the lead history card's words. */\nexport function leadSourceFact(source: string): string {\n  if (source === 'signup') return 'Sign-up'\n  if (source === 'booking') return 'Booking'\n  if (source === 'import') return CONTACT_SOURCE_LABELS.import\n  if (source === 'form' || source.startsWith('form:')) return CONTACT_SOURCE_LABELS.form\n  return 'Other'\n}\n\nexport interface LeadFactsInput {\n  lead: Record<string, unknown>\n  activities: ReadonlyArray<Partial<CrmActivity>>\n  /** The tasks filed against the lead (AGL-3520); none when the reader read none. */\n  tasks?: ReadonlyArray<Partial<CrmTask>>\n  nowMs?: number\n  /** The org's Lead status list, whose label the status fact reads (AGL-3512); the standard ones without it. */\n  leadStatuses?: CrmPicklist\n  /** The site's consent group, which the lead's marketing consent is read under. */\n  group?: ConsentGroup | null\n  names?: CrmFactsNames\n  /** The names of the campaigns the lead is filed under, as the reader resolved them. */\n  campaignNames?: readonly string[]\n}\n\nexport function leadFacts(input: LeadFactsInput): CrmLeadFacts {\n  const { lead, leadStatuses, names } = input\n  const rawSources = Array.isArray(lead['sources'])\n    ? lead['sources']\n    : typeof lead['source'] === 'string'\n      ? [lead['source']]\n      : []\n  const captures = Number(lead['submissionCount'])\n  return {\n    record: 'lead',\n    name: label(lead['name']),\n    salutation: label(lead['salutation']),\n    firstName: label(lead['firstName']),\n    lastName: label(lead['lastName']),\n    email: label(lead['email']),\n    phone: label(lead['phone']),\n    mobilePhone: label(lead['mobilePhone']),\n    fax: label(lead['fax']),\n    website: label(lead['website']),\n    address: crmFactAddress(lead['address'] as Partial<AglynPostalAddress> | null),\n    company: label(lead['company']),\n    jobTitle: label(lead['jobTitle']),\n    leadSource: label(lead['leadSource']),\n    industry: label(lead['industry']),\n    rating: label(lead['rating']),\n    employees:\n      typeof lead['numberOfEmployees'] === 'number' && lead['numberOfEmployees'] >= 0\n        ? Math.floor(lead['numberOfEmployees'])\n        : null,\n    annualRevenue: crmFactMoney(lead['annualRevenueCents'], lead['currency']),\n    doNotCall: lead['doNotCall'] === true,\n    status: crmLeadStatusLabel(lead as { status?: never; statusLabel?: string }, leadStatuses),\n    owner: memberName(names, lead['ownerUid']),\n    campaigns: (input.campaignNames ?? []).map(label).filter(Boolean).slice(0, CRM_FACTS_LIST_MAX),\n    marketingConsent: crmFactConsent(lead, input.group),\n    tags: tagsOf(lead['tags']),\n    sources: [...new Set(rawSources.map((source) => leadSourceFact(String(source))))].sort(),\n    captures: Number.isFinite(captures) && captures > 0 ? Math.floor(captures) : 0,\n    firstSeen: crmFactDay(lead['firstSeenAtMs']),\n    lastSeen: crmFactDay(lead['lastSeenAtMs']),\n    assigned: typeof lead['ownerUid'] === 'string' && lead['ownerUid'] !== '',\n    converted: typeof lead['convertedContactId'] === 'string' && lead['convertedContactId'] !== '',\n    unqualifiedReason: label(lead['unqualifiedReason']),\n    custom: crmCustomFacts(lead['custom'], 'lead', names?.customFields),\n    notes: crmFactText(lead['notes'], CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n    ),\n    openTasks: crmOpenTaskFacts(input.tasks ?? [], input.nowMs ?? Date.now(), names),\n  }\n}\n\n/** A column's kind, as the matcher is told it, for each transfer field type. */\nconst TRANSFER_TYPES: Partial<Record<TransferFieldType, CrmImportFieldType>> = {\n  email: 'email',\n  phone: 'phone',\n  url: 'url',\n  number: 'number',\n  integer: 'number',\n  currency: 'number',\n  percent: 'number',\n  date: 'date',\n  datetime: 'date',\n  boolean: 'yes-no',\n}\n\n/** The fields a transfer catalog lets a file write, as the import facts list them. */\nfunction transferImportFields(fields: readonly TransferField[]): {\n  keys: readonly string[]\n  labels: Record<string, string>\n  required: string\n  types: Record<string, CrmImportFieldType>\n} {\n  const writable = fields.filter((field) => !field.readOnly && !field.derived && !field.system)\n  return {\n    keys: writable.map((field) => field.id),\n    labels: Object.fromEntries(writable.map((field) => [field.id, field.label])),\n    required: writable.find((field) => field.required)?.id ?? 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[[field.id, TRANSFER_TYPES[field.type] as CrmImportFieldType]] : [])),\n    ),\n  }\n}\n\n/** The standard fields of each import, with the type a column must hold for each. */\nconst STANDARD_IMPORT_FIELDS: Record<\n  CrmImportFactsCollection,\n  { keys: readonly string[]; labels: Record<string, string>; required: string; types: Record<string, CrmImportFieldType> }\n> = {\n  // The transfer catalogs' own ids (AGL-3527): what the import wizard maps to.\n  contacts: transferImportFields(CONTACT_TRANSFER_FIELDS),\n  companies: transferImportFields(COMPANY_TRANSFER_FIELDS),\n  deals: transferImportFields(DEAL_TRANSFER_FIELDS),\n  leads: transferImportFields(LEAD_TRANSFER_FIELDS),\n}\n\n/** The object a collection's custom fields describe. */\nconst CUSTOM_FIELD_OBJECT: Partial<Record<CrmImportFactsCollection, CrmFieldObject>> = {\n  contacts: 'contact',\n  companies: 'company',\n  deals: 'deal',\n  leads: 'lead',\n}\n\nconst CUSTOM_FIELD_TYPES: Record<string, CrmImportFieldType> = {\n  number: 'number',\n  date: 'date',\n  checkbox: 'yes-no',\n  url: 'url',\n}\n\n/**\n * The fields an import of `collection` may fill: the standard ones in the\n * mapping menu's order, then the org's active custom fields for the record\n * the collection holds, in their own order.\n */\nexport function importFacts(\n  collection: CrmImportFactsCollection,\n  customFields: ReadonlyArray<Partial<ContactFieldDefinition>>,\n): CrmImportFacts {\n  const standard = STANDARD_IMPORT_FIELDS[collection]\n  const object = CUSTOM_FIELD_OBJECT[collection]\n  const custom = object\n    ? customFields\n        .filter((field) => field.key && !field.retiredAt && fieldDefinitionObject(field as ContactFieldDefinition) === object)\n        .sort((a, b) => Number(a.order ?? 0) - Number(b.order ?? 0) || String(a.key).localeCompare(String(b.key)))\n        .slice(0, CRM_FACTS_CUSTOM_FIELDS_MAX)\n        .map((field) => ({\n          key: customImportTarget(String(field.key)),\n          label: crmFactText(field.label, CRM_FACTS_LABEL_MAX) || String(field.key),\n          type: CUSTOM_FIELD_TYPES[String(field.type)] ?? 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package/src/lib/model/task-picklists.d.ts

@@ -0,0 +1,52 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { type CrmTask, type CrmTaskKind, type CrmTaskPicklists, type CrmTaskPriority } from '@aglyn/aglyn/app-utils/crm';
+/** What a task write stores for its type, priority and status. */
+export interface CrmTaskPicklistWrite {
+    kind: CrmTaskKind;
+    priority: CrmTaskPriority;
+    typeLabel: string | null;
+    priorityLabel: string | null;
+    statusLabel: string | null;
+}
+/** What a writer asked for: a meaning, a label beside it, or both. */
+export interface CrmTaskPicklistRequest {
+    kind: CrmTaskKind;
+    priority: CrmTaskPriority;
+    typeLabel?: string | null;
+    priorityLabel?: string | null;
+    statusLabel?: string | null;
+}
+/** The stored task an edit starts from, or `null` for a new one. */
+export type CrmTaskPicklistExisting = Partial<Pick<CrmTask, 'kind' | 'priority' | 'status' | 'typeLabel' | 'priorityLabel' | 'statusLabel'>> | null;
+/**
+ * The type, priority and status labels a save stores (AGL-3517), against
+ * the org's lists — or the sentence it is refused with.
+ *
+ * Type and priority follow the label when one is named. Status does not
+ * move: a save may relabel an open task with another open value ("In
+ * Progress") or a done one with another done value, but the tick is what
+ * completes a task — it fires the workflow event — so a label of the other
+ * meaning is refused rather than taken as a completion.
+ */
+export declare function resolveCrmTaskPicklistWrite(picklists: CrmTaskPicklists, request: CrmTaskPicklistRequest, existing: CrmTaskPicklistExisting): {
+    ok: true;
+    write: CrmTaskPicklistWrite;
+} | {
+    ok: false;
+    error: string;
+};

package/src/lib/model/task-picklists.js

@@ -0,0 +1,83 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ import { CRM_TASK_PICKLIST_IDS, crmPicklistLabelForNew, resolveCrmSemanticPicklistWrite } from "@aglyn/aglyn/app-utils/crm";
+/**
+ * One semantic field: a label wins and carries its value's meaning; with
+ * none, the task keeps its own label while it still means `meaning`, and
+ * otherwise takes the label a new task of that meaning starts with.
+ */ function resolveOne(id, picklist, meaning, label, held) {
+    if (label) {
+        const resolved = resolveCrmSemanticPicklistWrite(id, picklist, label, held == null ? void 0 : held.label);
+        if (resolved) return resolved;
+    }
+    if ((held == null ? void 0 : held.label) && held.meaning === meaning) return {
+        ok: true,
+        meaning,
+        label: held.label
+    };
+    return {
+        ok: true,
+        meaning,
+        label: crmPicklistLabelForNew(picklist, meaning)
+    };
+}
+/**
+ * The type, priority and status labels a save stores (AGL-3517), against
+ * the org's lists — or the sentence it is refused with.
+ *
+ * Type and priority follow the label when one is named. Status does not
+ * move: a save may relabel an open task with another open value ("In
+ * Progress") or a done one with another done value, but the tick is what
+ * completes a task — it fires the workflow event — so a label of the other
+ * meaning is refused rather than taken as a completion.
+ */ export function resolveCrmTaskPicklistWrite(picklists, request, existing) {
+    const type = resolveOne(CRM_TASK_PICKLIST_IDS.type, picklists.type, request.kind, request.typeLabel, existing ? {
+        meaning: existing.kind,
+        label: existing.typeLabel
+    } : null);
+    if (type.ok === false) return type;
+    const priority = resolveOne(CRM_TASK_PICKLIST_IDS.priority, picklists.priority, request.priority, request.priorityLabel, existing ? {
+        meaning: existing.priority,
+        label: existing.priorityLabel
+    } : null);
+    if (priority.ok === false) return priority;
+    const status = (existing == null ? void 0 : existing.status) === 'done' ? 'done' : 'open';
+    const statusLabel = resolveOne(CRM_TASK_PICKLIST_IDS.status, picklists.status, status, request.statusLabel, existing ? {
+        meaning: existing.status,
+        label: existing.statusLabel
+    } : {
+        meaning: 'open'
+    });
+    if (statusLabel.ok === false) return statusLabel;
+    if (statusLabel.meaning !== status) {
+        return {
+            ok: false,
+            error: status === 'open' ? `“${statusLabel.label}” completes a task. Tick the task done instead.` : `“${statusLabel.label}” is an open status. Reopen the task instead.`
+        };
+    }
+    return {
+        ok: true,
+        write: {
+            kind: type.meaning,
+            priority: priority.meaning,
+            typeLabel: type.label,
+            priorityLabel: priority.label,
+            statusLabel: statusLabel.label
+        }
+    };
+}
+
+//# sourceMappingURL=task-picklists.js.map

package/src/lib/model/task-picklists.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/task-picklists.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  CRM_TASK_PICKLIST_IDS,\n  type CrmPicklist,\n  type CrmPicklistId,\n  crmPicklistLabelForNew,\n  type CrmTask,\n  type CrmTaskKind,\n  type CrmTaskPicklists,\n  type CrmTaskPriority,\n  type CrmTaskStatus,\n  resolveCrmSemanticPicklistWrite,\n} from '@aglyn/aglyn/app-utils/crm'\n\n/** What a task write stores for its type, priority and status. */\nexport interface CrmTaskPicklistWrite {\n  kind: CrmTaskKind\n  priority: CrmTaskPriority\n  typeLabel: string | null\n  priorityLabel: string | null\n  statusLabel: string | null\n}\n\n/** What a writer asked for: a meaning, a label beside it, or both. */\nexport interface CrmTaskPicklistRequest {\n  kind: CrmTaskKind\n  priority: CrmTaskPriority\n  typeLabel?: string | null\n  priorityLabel?: string | null\n  statusLabel?: string | null\n}\n\n/** The stored task an edit starts from, or `null` for a new one. */\nexport type CrmTaskPicklistExisting = Partial<\n  Pick<CrmTask, 'kind' | 'priority' | 'status' | 'typeLabel' | 'priorityLabel' | 'statusLabel'>\n> | null\n\n/**\n * One semantic field: a label wins and carries its value's meaning; with\n * none, the task keeps its own label while it still means `meaning`, and\n * otherwise takes the label a new task of that meaning starts with.\n */\nfunction resolveOne(\n  id: CrmPicklistId,\n  picklist: CrmPicklist,\n  meaning: string,\n  label: string | null | undefined,\n  held: { meaning?: string; label?: string | null } | null,\n): { ok: true; meaning: string; label: string | null } | { ok: false; error: string } {\n  if (label) {\n    const resolved = resolveCrmSemanticPicklistWrite(id, picklist, label, held?.label)\n    if (resolved) return resolved\n  }\n  if (held?.label && held.meaning === meaning) return { ok: true, meaning, label: held.label }\n  return { ok: true, meaning, label: crmPicklistLabelForNew(picklist, meaning) }\n}\n\n/**\n * The type, priority and status labels a save stores (AGL-3517), against\n * the org's lists — or the sentence it is refused with.\n *\n * Type and priority follow the label when one is named. Status does not\n * move: a save may relabel an open task with another open value (\"In\n * Progress\") or a done one with another done value, but the tick is what\n * completes a task — it fires the workflow event — so a label of the other\n * meaning is refused rather than taken as a completion.\n */\nexport function resolveCrmTaskPicklistWrite(\n  picklists: CrmTaskPicklists,\n  request: CrmTaskPicklistRequest,\n  existing: CrmTaskPicklistExisting,\n): { ok: true; write: CrmTaskPicklistWrite } | { ok: false; error: string } {\n  const type = resolveOne(\n    CRM_TASK_PICKLIST_IDS.type,\n    picklists.type,\n    request.kind,\n    request.typeLabel,\n    existing ? { meaning: existing.kind, label: existing.typeLabel } : null,\n  )\n  if (type.ok === false) return type\n  const priority = resolveOne(\n    CRM_TASK_PICKLIST_IDS.priority,\n    picklists.priority,\n    request.priority,\n    request.priorityLabel,\n    existing ? { meaning: existing.priority, label: existing.priorityLabel } : null,\n  )\n  if (priority.ok === false) return priority\n  const status: CrmTaskStatus = existing?.status === 'done' ? 'done' : 'open'\n  const statusLabel = resolveOne(\n    CRM_TASK_PICKLIST_IDS.status,\n    picklists.status,\n    status,\n    request.statusLabel,\n    existing ? { meaning: existing.status, label: existing.statusLabel } : { meaning: 'open' },\n  )\n  if (statusLabel.ok === false) return statusLabel\n  if (statusLabel.meaning !== status) {\n    return {\n      ok: false,\n      error:\n        status === 'open'\n          ? `“${statusLabel.label}” completes a task. Tick the task done instead.`\n          : `“${statusLabel.label}” is an open status. Reopen the task instead.`,\n    }\n  }\n  return {\n    ok: true,\n    write: {\n      kind: type.meaning as CrmTaskKind,\n      priority: priority.meaning as CrmTaskPriority,\n      typeLabel: type.label,\n      priorityLabel: priority.label,\n      statusLabel: statusLabel.label,\n    },\n  }\n}\n"],"names":["CRM_TASK_PICKLIST_IDS","crmPicklistLabelForNew","resolveCrmSemanticPicklistWrite","resolveOne","id","picklist","meaning","label","held","resolved","ok","resolveCrmTaskPicklistWrite","picklists","request","existing","type","kind","typeLabel","priority","priorityLabel","status","statusLabel","error","write"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,qBAAqB,EAGrBC,sBAAsB,EAMtBC,+BAA+B,QAC1B,6BAA4B;AAyBnC;;;;CAIC,GACD,SAASC,WACPC,EAAiB,EACjBC,QAAqB,EACrBC,OAAe,EACfC,KAAgC,EAChCC,IAAwD;IAExD,IAAID,OAAO;QACT,MAAME,WAAWP,gCAAgCE,IAAIC,UAAUE,OAAOC,wBAAAA,KAAMD,KAAK;QACjF,IAAIE,UAAU,OAAOA;IACvB;IACA,IAAID,CAAAA,wBAAAA,KAAMD,KAAK,KAAIC,KAAKF,OAAO,KAAKA,SAAS,OAAO;QAAEI,IAAI;QAAMJ;QAASC,OAAOC,KAAKD,KAAK;IAAC;IAC3F,OAAO;QAAEG,IAAI;QAAMJ;QAASC,OAAON,uBAAuBI,UAAUC;IAAS;AAC/E;AAEA;;;;;;;;;CASC,GACD,OAAO,SAASK,4BACdC,SAA2B,EAC3BC,OAA+B,EAC/BC,QAAiC;IAEjC,MAAMC,OAAOZ,WACXH,sBAAsBe,IAAI,EAC1BH,UAAUG,IAAI,EACdF,QAAQG,IAAI,EACZH,QAAQI,SAAS,EACjBH,WAAW;QAAER,SAASQ,SAASE,IAAI;QAAET,OAAOO,SAASG,SAAS;IAAC,IAAI;IAErE,IAAIF,KAAKL,EAAE,KAAK,OAAO,OAAOK;IAC9B,MAAMG,WAAWf,WACfH,sBAAsBkB,QAAQ,EAC9BN,UAAUM,QAAQ,EAClBL,QAAQK,QAAQ,EAChBL,QAAQM,aAAa,EACrBL,WAAW;QAAER,SAASQ,SAASI,QAAQ;QAAEX,OAAOO,SAASK,aAAa;IAAC,IAAI;IAE7E,IAAID,SAASR,EAAE,KAAK,OAAO,OAAOQ;IAClC,MAAME,SAAwBN,CAAAA,4BAAAA,SAAUM,MAAM,MAAK,SAAS,SAAS;IACrE,MAAMC,cAAclB,WAClBH,sBAAsBoB,MAAM,EAC5BR,UAAUQ,MAAM,EAChBA,QACAP,QAAQQ,WAAW,EACnBP,WAAW;QAAER,SAASQ,SAASM,MAAM;QAAEb,OAAOO,SAASO,WAAW;IAAC,IAAI;QAAEf,SAAS;IAAO;IAE3F,IAAIe,YAAYX,EAAE,KAAK,OAAO,OAAOW;IACrC,IAAIA,YAAYf,OAAO,KAAKc,QAAQ;QAClC,OAAO;YACLV,IAAI;YACJY,OACEF,WAAW,SACP,CAAC,CAAC,EAAEC,YAAYd,KAAK,CAAC,+CAA+C,CAAC,GACtE,CAAC,CAAC,EAAEc,YAAYd,KAAK,CAAC,6CAA6C,CAAC;QAC5E;IACF;IACA,OAAO;QACLG,IAAI;QACJa,OAAO;YACLP,MAAMD,KAAKT,OAAO;YAClBY,UAAUA,SAASZ,OAAO;YAC1BW,WAAWF,KAAKR,KAAK;YACrBY,eAAeD,SAASX,KAAK;YAC7Bc,aAAaA,YAAYd,KAAK;QAChC;IACF;AACF"}

package/src/lib/model/task-routes.d.ts

@@ -43,6 +43,19 @@ export interface CrmTaskFields {
     contactId: string | null;
     companyId: string | null;
     dealId: string | null;
+    /**
+     * The org's labels for the kind, the priority and the status (AGL-3517)
+     * — values of the `taskType`, `taskPriority` and `taskStatus` picklists.
+     * A label wins over the meaning beside it: the route stores the meaning
+     * the label's value carries. ABSENT means the route picks the label for
+     * the meaning — the task's own when it still means that, else the one a
+     * new task of that meaning starts with. A status label may name only a
+     * value of the task's own status (open, or done); ticking and unticking
+     * are what move a task between the two.
+     */
+    typeLabel?: string;
+    priorityLabel?: string;
+    statusLabel?: string;
     /**
      * When the assignee is reminded (AGL-2659): a time, `null` for none, or
      * ABSENT for "nothing said" — which the route answers with the rule in

package/src/lib/model/task-routes.js

@@ -14,6 +14,8 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */ import { _ as _extends } from "@swc/helpers/_/_extends";
+// The pure module, not the barrel: the server routes import this file.
+import { normalizeCrmPicklistLabel } from "@aglyn/aglyn/app-utils/crm";
 /**
  * The contract between the tasks console and the plugin's two task routes
  * (AGL-2599), in one module both halves import so the field a drawer sends
@@ -157,6 +159,16 @@ const PRIORITIES = new Set([
             };
         }
     }
+    // Judged against the org's lists by the route, which reads them.
+    const labels = {};
+    for (const key of [
+        'typeLabel',
+        'priorityLabel',
+        'statusLabel'
+    ]){
+        const label = normalizeCrmPicklistLabel(raw[key]);
+        if (label) labels[key] = label;
+    }
     return {
         ok: true,
         fields: _extends({
@@ -166,7 +178,7 @@ const PRIORITIES = new Set([
             dueAtMs,
             assigneeUid: assigneeRaw || null,
             notes
-        }, ids, remindAtMs !== undefined ? {
+        }, ids, labels, remindAtMs !== undefined ? {
             remindAtMs
         } : {})
     };
@@ -178,7 +190,7 @@ const PRIORITIES = new Set([
  * untouched is a no-op on every field the form owns.
  */ export function crmTaskFieldsOf(task) {
     var _task_title, _task_kind, _task_priority, _task_notes;
-    return {
+    return _extends({
         title: (_task_title = task.title) != null ? _task_title : '',
         kind: (_task_kind = task.kind) != null ? _task_kind : 'todo',
         priority: (_task_priority = task.priority) != null ? _task_priority : 'normal',
@@ -187,11 +199,18 @@ const PRIORITIES = new Set([
         notes: (_task_notes = task.notes) != null ? _task_notes : '',
         contactId: task.contactId || null,
         companyId: task.companyId || null,
-        dealId: task.dealId || null,
+        dealId: task.dealId || null
+    }, task.typeLabel ? {
+        typeLabel: task.typeLabel
+    } : {}, task.priorityLabel ? {
+        priorityLabel: task.priorityLabel
+    } : {}, task.statusLabel ? {
+        statusLabel: task.statusLabel
+    } : {}, {
         // A stored task from before reminders existed carries no field, and
         // reads as having no reminder — the same answer the route's rule gives.
         remindAtMs: typeof task.remindAtMs === 'number' ? task.remindAtMs : null
-    };
+    });
 }
 
 //# sourceMappingURL=task-routes.js.map

package/src/lib/model/task-routes.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/task-routes.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 type { CrmTask, CrmTaskKind, CrmTaskPriority } from '@aglyn/aglyn'\n\n/**\n * The contract between the tasks console and the plugin's two task routes\n * (AGL-2599), in one module both halves import so the field a drawer sends\n * and the field a handler reads cannot drift apart.\n *\n * Route PATHS are relative to the console's plugin API prefix: the handler\n * registers `crm/task-save` and the browser calls `/api/crm/task-save`.\n */\nexport const CRM_TASK_ROUTES = {\n  save: 'crm/task-save',\n  complete: 'crm/task-complete',\n} as const\n\n/** The browser-side address of a route: `/api/` + the registered path. */\nexport const crmTaskRouteUrl = (\n  route: (typeof CRM_TASK_ROUTES)[keyof typeof CRM_TASK_ROUTES],\n): string => `/api/${route}`\n\n/**\n * What a person may set on a task. Everything else on the document — scope,\n * provenance, status, timestamps — is the server's to stamp.\n */\nexport interface CrmTaskFields {\n  title: string\n  kind: CrmTaskKind\n  priority: CrmTaskPriority\n  dueAtMs: number | null\n  assigneeUid: string | null\n  notes: string\n  contactId: string | null\n  companyId: string | null\n  dealId: string | null\n  /**\n   * When the assignee is reminded (AGL-2659): a time, `null` for none, or\n   * ABSENT for \"nothing said\" — which the route answers with the rule in\n   * `crmTaskReminderAfterEdit`: a new task's reminder is its due time, and\n   * an edit that moves the due date moves a reminder that still sat on it.\n   * The drawer leaves it absent until the person touches the field.\n   */\n  remindAtMs?: number | null\n}\n\n/**\n * Which level a task route call runs at (AGL-2637), the way\n * `readCrmRouteScope` reads it off the body.\n *\n * `hostId` alone is the SITE variant every route has always had: the org is\n * resolved from the site, the caller's role checked on it, the task stamped\n * with the site's scope. `orgId` is the ORGANIZATION variant, authorized by\n * the org for an org-wide member; a `hostId` beside it names the site a NEW\n * task is filed from, and absent, the task is the organization's own — no\n * site, `hostId: null`, the org scope token alone.\n */\nexport type CrmTaskRouteScope =\n  | { hostId: string; orgId?: undefined }\n  | { orgId: string; hostId?: string | null }\n\n/**\n * The scope a surface calls with, from what it holds: the mounted site, or\n * at the organization level the org the scope hook resolved. `null` until\n * the org is known, which is when a surface has nothing to call with.\n */\nexport function crmTaskCallScope(\n  hostId: string | null | undefined,\n  orgId: string | null | undefined,\n): CrmTaskRouteScope | null {\n  if (hostId) return { hostId }\n  if (orgId) return { orgId }\n  return null\n}\n\nexport type CrmTaskSaveRequest = CrmTaskRouteScope & {\n  /** Absent on create. */\n  taskId?: string\n  task: CrmTaskFields\n}\n\nexport interface CrmTaskSaveResponse {\n  ok: true\n  taskId: string\n  /** Whether the assignee was told — false when they assigned it to themselves. */\n  notified: boolean\n}\n\nexport type CrmTaskCompleteRequest = CrmTaskRouteScope & { taskId: string }\n\nexport interface CrmTaskCompleteResponse {\n  ok: true\n  completedAtMs: number\n  /** The task was already done; nothing was written and no event fired. */\n  alreadyDone?: boolean\n}\n\n/**\n * THE BATCH FORMS, organization level only (AGL-2637).\n *\n * The org hub's bulk bar completes or reassigns a selection in ONE request\n * per action: the same two routes, with `taskIds` (complete) or `tasks`\n * (save) in place of one `taskId`, authorized once by the org. Each task is\n * answered on its own — a refusal names the task and carries the route's\n * sentence — so a selection that reaches a task that has since been deleted\n * still completes the rest. The site hub keeps one request per task, where\n * each is authorized against the site.\n *\n * Capped at the list's own window: a selection cannot be larger than what\n * the list showed.\n */\nexport const CRM_TASK_BATCH_MAX = 200\n\nexport interface CrmTasksCompleteRequest {\n  orgId: string\n  taskIds: string[]\n}\n\nexport type CrmTaskCompleteOutcome =\n  | { taskId: string; ok: true; completedAtMs: number; alreadyDone?: boolean }\n  | { taskId: string; ok: false; error: string }\n\nexport interface CrmTasksCompleteResponse {\n  ok: true\n  results: CrmTaskCompleteOutcome[]\n}\n\nexport interface CrmTasksSaveRequest {\n  orgId: string\n  /** Updates only — a batch never creates. */\n  tasks: Array<{ taskId: string; task: CrmTaskFields }>\n}\n\nexport type CrmTaskSaveOutcome =\n  | { taskId: string; ok: true; notified: boolean }\n  | { taskId: string; ok: false; error: string }\n\nexport interface CrmTasksSaveResponse {\n  ok: true\n  results: CrmTaskSaveOutcome[]\n}\n\nexport const CRM_TASK_TITLE_MAX = 200\nexport const CRM_TASK_NOTES_MAX = 4000\nconst RECORD_ID_MAX = 200\n\nconst KINDS: ReadonlySet<string> = new Set(['call', 'email', 'meeting', 'todo'])\nconst PRIORITIES: ReadonlySet<string> = new Set(['low', 'normal', 'high'])\n\n/**\n * A typed record id, or `null` for anything that is not one.\n *\n * A Firestore id is opaque but bounded, and it never contains a slash — a\n * slash would make it a path. Refusing here rather than storing keeps a\n * malformed link from becoming a `where` clause nothing can match.\n */\nfunction recordId(value: unknown): string | null {\n  const text = String(value ?? '').trim()\n  if (!text || text.length > RECORD_ID_MAX || text.includes('/')) return null\n  return text\n}\n\n/**\n * The request body as a task, or the reason it is not one.\n *\n * Coerces where a person could not have meant anything else (whitespace\n * around a title, a due date sent as a string of digits) and refuses where a\n * guess would store something the list cannot show (an unknown kind, a title\n * that is nothing but spaces). The refusal is a sentence because the drawer\n * puts it in front of the person who typed the value.\n */\nexport function readCrmTaskFields(\n  input: unknown,\n): { ok: true; fields: CrmTaskFields } | { ok: false; error: string } {\n  const raw = (input ?? {}) as Record<string, unknown>\n  const title = String(raw['title'] ?? '').trim()\n  if (!title) return { ok: false, error: 'A task needs a title.' }\n  if (title.length > CRM_TASK_TITLE_MAX) {\n    return {\n      ok: false,\n      error: `A title is at most ${CRM_TASK_TITLE_MAX} characters.`,\n    }\n  }\n  const kind = String(raw['kind'] ?? 'todo')\n  if (!KINDS.has(kind)) {\n    return { ok: false, error: `\"${kind}\" is not a kind of task.` }\n  }\n  const priority = String(raw['priority'] ?? 'normal')\n  if (!PRIORITIES.has(priority)) {\n    return { ok: false, error: `\"${priority}\" is not a priority.` }\n  }\n  const dueRaw = raw['dueAtMs']\n  let dueAtMs: number | null = null\n  if (dueRaw !== null && dueRaw !== undefined && dueRaw !== '') {\n    const ms = Number(dueRaw)\n    if (!Number.isFinite(ms) || ms <= 0) {\n      return { ok: false, error: 'The due date could not be read.' }\n    }\n    dueAtMs = Math.round(ms)\n  }\n  // Three answers, not two: a reminder the body leaves out is the route's\n  // to decide, and only an explicit null or empty string means \"none\".\n  const remindRaw = raw['remindAtMs']\n  let remindAtMs: number | null | undefined\n  if (remindRaw === null || remindRaw === '') {\n    remindAtMs = null\n  } else if (remindRaw !== undefined) {\n    const ms = Number(remindRaw)\n    if (!Number.isFinite(ms) || ms <= 0) {\n      return { ok: false, error: 'The reminder time could not be read.' }\n    }\n    remindAtMs = Math.round(ms)\n  }\n  const assigneeRaw = String(raw['assigneeUid'] ?? '').trim()\n  const notes = String(raw['notes'] ?? '').slice(0, CRM_TASK_NOTES_MAX)\n  const ids = {\n    contactId: raw['contactId'] == null || raw['contactId'] === ''\n      ? null\n      : recordId(raw['contactId']),\n    companyId: raw['companyId'] == null || raw['companyId'] === ''\n      ? null\n      : recordId(raw['companyId']),\n    dealId: raw['dealId'] == null || raw['dealId'] === ''\n      ? null\n      : recordId(raw['dealId']),\n  }\n  for (const [field, value] of Object.entries(ids)) {\n    if (value === null && raw[field] != null && raw[field] !== '') {\n      return { ok: false, error: `The linked ${field.replace('Id', '')} could not be read.` }\n    }\n  }\n  return {\n    ok: true,\n    fields: {\n      title,\n      kind: kind as CrmTaskKind,\n      priority: priority as CrmTaskPriority,\n      dueAtMs,\n      assigneeUid: assigneeRaw || null,\n      notes,\n      ...ids,\n      ...(remindAtMs !== undefined ? { remindAtMs } : {}),\n    },\n  }\n}\n\n/**\n * The stored document's editable half, as the drawer's form reads it.\n *\n * The inverse of what the save route writes, so opening a task and saving it\n * untouched is a no-op on every field the form owns.\n */\nexport function crmTaskFieldsOf(task: Partial<CrmTask>): CrmTaskFields {\n  return {\n    title: task.title ?? '',\n    kind: task.kind ?? 'todo',\n    priority: task.priority ?? 'normal',\n    dueAtMs: typeof task.dueAtMs === 'number' ? task.dueAtMs : null,\n    assigneeUid: task.assigneeUid || null,\n    notes: task.notes ?? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/task-routes.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 type { CrmTask, CrmTaskKind, CrmTaskPriority } from '@aglyn/aglyn'\n// The pure module, not the barrel: the server routes import this file.\nimport { normalizeCrmPicklistLabel } from '@aglyn/aglyn/app-utils/crm'\n\n/**\n * The contract between the tasks console and the plugin's two task routes\n * (AGL-2599), in one module both halves import so the field a drawer sends\n * and the field a handler reads cannot drift apart.\n *\n * Route PATHS are relative to the console's plugin API prefix: the handler\n * registers `crm/task-save` and the browser calls `/api/crm/task-save`.\n */\nexport const CRM_TASK_ROUTES = {\n  save: 'crm/task-save',\n  complete: 'crm/task-complete',\n} as const\n\n/** The browser-side address of a route: `/api/` + the registered path. */\nexport const crmTaskRouteUrl = (\n  route: (typeof CRM_TASK_ROUTES)[keyof typeof CRM_TASK_ROUTES],\n): string => `/api/${route}`\n\n/**\n * What a person may set on a task. Everything else on the document — scope,\n * provenance, status, timestamps — is the server's to stamp.\n */\nexport interface CrmTaskFields {\n  title: string\n  kind: CrmTaskKind\n  priority: CrmTaskPriority\n  dueAtMs: number | null\n  assigneeUid: string | null\n  notes: string\n  contactId: string | null\n  companyId: string | null\n  dealId: string | null\n  /**\n   * The org's labels for the kind, the priority and the status (AGL-3517)\n   * — values of the `taskType`, `taskPriority` and `taskStatus` picklists.\n   * A label wins over the meaning beside it: the route stores the meaning\n   * the label's value carries. ABSENT means the route picks the label for\n   * the meaning — the task's own when it still means that, else the one a\n   * new task of that meaning starts with. A status label may name only a\n   * value of the task's own status (open, or done); ticking and unticking\n   * are what move a task between the two.\n   */\n  typeLabel?: string\n  priorityLabel?: string\n  statusLabel?: string\n  /**\n   * When the assignee is reminded (AGL-2659): a time, `null` for none, or\n   * ABSENT for \"nothing said\" — which the route answers with the rule in\n   * `crmTaskReminderAfterEdit`: a new task's reminder is its due time, and\n   * an edit that moves the due date moves a reminder that still sat on it.\n   * The drawer leaves it absent until the person touches the field.\n   */\n  remindAtMs?: number | null\n}\n\n/**\n * Which level a task route call runs at (AGL-2637), the way\n * `readCrmRouteScope` reads it off the body.\n *\n * `hostId` alone is the SITE variant every route has always had: the org is\n * resolved from the site, the caller's role checked on it, the task stamped\n * with the site's scope. `orgId` is the ORGANIZATION variant, authorized by\n * the org for an org-wide member; a `hostId` beside it names the site a NEW\n * task is filed from, and absent, the task is the organization's own — no\n * site, `hostId: null`, the org scope token alone.\n */\nexport type CrmTaskRouteScope =\n  | { hostId: string; orgId?: undefined }\n  | { orgId: string; hostId?: string | null }\n\n/**\n * The scope a surface calls with, from what it holds: the mounted site, or\n * at the organization level the org the scope hook resolved. `null` until\n * the org is known, which is when a surface has nothing to call with.\n */\nexport function crmTaskCallScope(\n  hostId: string | null | undefined,\n  orgId: string | null | undefined,\n): CrmTaskRouteScope | null {\n  if (hostId) return { hostId }\n  if (orgId) return { orgId }\n  return null\n}\n\nexport type CrmTaskSaveRequest = CrmTaskRouteScope & {\n  /** Absent on create. */\n  taskId?: string\n  task: CrmTaskFields\n}\n\nexport interface CrmTaskSaveResponse {\n  ok: true\n  taskId: string\n  /** Whether the assignee was told — false when they assigned it to themselves. */\n  notified: boolean\n}\n\nexport type CrmTaskCompleteRequest = CrmTaskRouteScope & { taskId: string }\n\nexport interface CrmTaskCompleteResponse {\n  ok: true\n  completedAtMs: number\n  /** The task was already done; nothing was written and no event fired. */\n  alreadyDone?: boolean\n}\n\n/**\n * THE BATCH FORMS, organization level only (AGL-2637).\n *\n * The org hub's bulk bar completes or reassigns a selection in ONE request\n * per action: the same two routes, with `taskIds` (complete) or `tasks`\n * (save) in place of one `taskId`, authorized once by the org. Each task is\n * answered on its own — a refusal names the task and carries the route's\n * sentence — so a selection that reaches a task that has since been deleted\n * still completes the rest. The site hub keeps one request per task, where\n * each is authorized against the site.\n *\n * Capped at the list's own window: a selection cannot be larger than what\n * the list showed.\n */\nexport const CRM_TASK_BATCH_MAX = 200\n\nexport interface CrmTasksCompleteRequest {\n  orgId: string\n  taskIds: string[]\n}\n\nexport type CrmTaskCompleteOutcome =\n  | { taskId: string; ok: true; completedAtMs: number; alreadyDone?: boolean }\n  | { taskId: string; ok: false; error: string }\n\nexport interface CrmTasksCompleteResponse {\n  ok: true\n  results: CrmTaskCompleteOutcome[]\n}\n\nexport interface CrmTasksSaveRequest {\n  orgId: string\n  /** Updates only — a batch never creates. */\n  tasks: Array<{ taskId: string; task: CrmTaskFields }>\n}\n\nexport type CrmTaskSaveOutcome =\n  | { taskId: string; ok: true; notified: boolean }\n  | { taskId: string; ok: false; error: string }\n\nexport interface CrmTasksSaveResponse {\n  ok: true\n  results: CrmTaskSaveOutcome[]\n}\n\nexport const CRM_TASK_TITLE_MAX = 200\nexport const CRM_TASK_NOTES_MAX = 4000\nconst RECORD_ID_MAX = 200\n\nconst KINDS: ReadonlySet<string> = new Set(['call', 'email', 'meeting', 'todo'])\nconst PRIORITIES: ReadonlySet<string> = new Set(['low', 'normal', 'high'])\n\n/**\n * A typed record id, or `null` for anything that is not one.\n *\n * A Firestore id is opaque but bounded, and it never contains a slash — a\n * slash would make it a path. Refusing here rather than storing keeps a\n * malformed link from becoming a `where` clause nothing can match.\n */\nfunction recordId(value: unknown): string | null {\n  const text = String(value ?? '').trim()\n  if (!text || text.length > RECORD_ID_MAX || text.includes('/')) return null\n  return text\n}\n\n/**\n * The request body as a task, or the reason it is not one.\n *\n * Coerces where a person could not have meant anything else (whitespace\n * around a title, a due date sent as a string of digits) and refuses where a\n * guess would store something the list cannot show (an unknown kind, a title\n * that is nothing but spaces). The refusal is a sentence because the drawer\n * puts it in front of the person who typed the value.\n */\nexport function readCrmTaskFields(\n  input: unknown,\n): { ok: true; fields: CrmTaskFields } | { ok: false; error: string } {\n  const raw = (input ?? {}) as Record<string, unknown>\n  const title = String(raw['title'] ?? '').trim()\n  if (!title) return { ok: false, error: 'A task needs a title.' }\n  if (title.length > CRM_TASK_TITLE_MAX) {\n    return {\n      ok: false,\n      error: `A title is at most ${CRM_TASK_TITLE_MAX} characters.`,\n    }\n  }\n  const kind = String(raw['kind'] ?? 'todo')\n  if (!KINDS.has(kind)) {\n    return { ok: false, error: `\"${kind}\" is not a kind of task.` }\n  }\n  const priority = String(raw['priority'] ?? 'normal')\n  if (!PRIORITIES.has(priority)) {\n    return { ok: false, error: `\"${priority}\" is not a priority.` }\n  }\n  const dueRaw = raw['dueAtMs']\n  let dueAtMs: number | null = null\n  if (dueRaw !== null && dueRaw !== undefined && dueRaw !== '') {\n    const ms = Number(dueRaw)\n    if (!Number.isFinite(ms) || ms <= 0) {\n      return { ok: false, error: 'The due date could not be read.' }\n    }\n    dueAtMs = Math.round(ms)\n  }\n  // Three answers, not two: a reminder the body leaves out is the route's\n  // to decide, and only an explicit null or empty string means \"none\".\n  const remindRaw = raw['remindAtMs']\n  let remindAtMs: number | null | undefined\n  if (remindRaw === null || remindRaw === '') {\n    remindAtMs = null\n  } else if (remindRaw !== undefined) {\n    const ms = Number(remindRaw)\n    if (!Number.isFinite(ms) || ms <= 0) {\n      return { ok: false, error: 'The reminder time could not be read.' }\n    }\n    remindAtMs = Math.round(ms)\n  }\n  const assigneeRaw = String(raw['assigneeUid'] ?? '').trim()\n  const notes = String(raw['notes'] ?? '').slice(0, CRM_TASK_NOTES_MAX)\n  const ids = {\n    contactId: raw['contactId'] == null || raw['contactId'] === ''\n      ? null\n      : recordId(raw['contactId']),\n    companyId: raw['companyId'] == null || raw['companyId'] === ''\n      ? null\n      : recordId(raw['companyId']),\n    dealId: raw['dealId'] == null || raw['dealId'] === ''\n      ? null\n      : recordId(raw['dealId']),\n  }\n  for (const [field, value] of Object.entries(ids)) {\n    if (value === null && raw[field] != null && raw[field] !== '') {\n      return { ok: false, error: `The linked ${field.replace('Id', '')} could not be read.` }\n    }\n  }\n  // Judged against the org's lists by the route, which reads them.\n  const labels: Pick<CrmTaskFields, 'typeLabel' | 'priorityLabel' | 'statusLabel'> = {}\n  for (const key of ['typeLabel', 'priorityLabel', 'statusLabel'] as const) {\n    const label = normalizeCrmPicklistLabel(raw[key])\n    if (label) labels[key] = label\n  }\n  return {\n    ok: true,\n    fields: {\n      title,\n      kind: kind as CrmTaskKind,\n      priority: priority as CrmTaskPriority,\n      dueAtMs,\n      assigneeUid: assigneeRaw || null,\n      notes,\n      ...ids,\n      ...labels,\n      ...(remindAtMs !== undefined ? { remindAtMs } : {}),\n    },\n  }\n}\n\n/**\n * The stored document's editable half, as the drawer's form reads it.\n *\n * The inverse of what the save route writes, so opening a task and saving it\n * untouched is a no-op on every field the form owns.\n */\nexport function crmTaskFieldsOf(task: Partial<CrmTask>): CrmTaskFields {\n  return {\n    title: task.title ?? 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'',\n    contactId: task.contactId || null,\n    companyId: task.companyId || null,\n    dealId: task.dealId || null,\n    // The stored labels, so a save that changes none keeps them; a task\n    // from before the picklists carries none and shows its meaning's.\n    ...(task.typeLabel ? { typeLabel: task.typeLabel } : {}),\n    ...(task.priorityLabel ? { priorityLabel: task.priorityLabel } : {}),\n    ...(task.statusLabel ? { statusLabel: task.statusLabel } : {}),\n    // A stored task from before reminders existed carries no field, and\n    // reads as having no reminder — the same answer the route's rule gives.\n    remindAtMs: typeof task.remindAtMs === 'number' ? task.remindAtMs : null,\n  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package/src/lib/plan-entitlements.js

@@ -25,10 +25,12 @@
     // One-to-one email from a CRM record, per UTC day (AGL-2611). A hard daily
     // pace rather than a monthly meter, sized so the whole day spent at $0.0009
     // a message leaves the tier's CRM axis inside the 20% cost share the Drive
-    // pricing decision of 2026-09-05 sets. 50 a day is $1.35 a month against a
-    // $16 annual price. Every send still lands on the `emailSends` cost meter
-    // beside the transactional mail this tier already sends.
-    starter: 50,
+    // pricing decision of 2026-09-05 sets. 35 a day is $0.95 a month against a
+    // $16 annual price — 50 was, until the whole Starter tier had to cover its
+    // full-use cost plus 30% (AGL-3469). Every send still lands on the
+    // `emailSends` cost meter beside the transactional mail this tier already
+    // sends.
+    starter: 35,
     pro: 150,
     business: 200,
     scale: 300,