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

package/src/lib/transfer/leads.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/transfer/leads.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/*==========================================\n * LEADS ON THE TRANSFER FRAMEWORK (AGL-3528) — the server half of\n * `crm.leads`.\n *\n * A lead is one person an organization's sites captured and nobody has\n * qualified yet: one document per person (`personKey(email)`), seen by the\n * sites that captured them. Every field a lead holds — its own profile of\n * the person and their company as text, its status, owner, lead source,\n * campaigns, notes and custom fields — is read for an export, and an import\n * writes through the door every capture uses (`addHostLead`: the person\n * keyed by address, the lead ceiling, the capturing site's scope), then the\n * working state the old leads import wrote beside it.\n *\n * A lead is QUALIFIED only by converting it, which makes the contact, the\n * company and the deal; a file may set any other status. Do not call is\n * turned on by a file and never off, and the name follows the first and\n * last names once either is set — the rules the lead page keeps.\n *=========================================*/\n\nimport {\n  checkVisitorRecordCeiling,\n  CONTACT_EXTRA_PHONE_FIELDS,\n  type ContactFieldDefinition,\n  CRM_LEAD_STATUS_PICKLIST,\n  CRM_LEAD_STATUSES,\n  type CrmLeadStatus,\n  type CrmPicklist,\n  crmLeadComposedName,\n  crmLeadStatusLabel,\n  LEADS_MAX_PER_HOST,\n  normalizeCompanyWebsite,\n  normalizeCrmLeadTags,\n  normalizePhone,\n  personKey,\n  resolveCrmLeadStatusWrite,\n} from '@aglyn/aglyn/server'\nimport { CONTACT_SOURCE_LABELS } from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  buildTransferPlan,\n  matchLookupKey,\n  planTransferUndo,\n  TRANSFER_ID_FIELD,\n  type CurrencyAmount,\n  type PlannedTransferRow,\n  type TransferRowResult,\n  type TransferUndoEntry,\n  type TransferUndoStep,\n} from '@aglyn/aglyn/data-transfer'\nimport type { TransferRecordsHooks } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources'\nimport { addHostLeadOutcome, restampCrmListFieldsAt } from '@aglyn/tenant-data-admin'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { judgeLeadPicklistPatch, readLeadPicklists } from '../server/lead-picklists'\nimport { readLeadSourcePicklist, resolveLeadSourceWrite } from '../server/lead-source-picklist'\nimport { readCrmPicklist } from '../server/read-picklist'\nimport { LEAD_ALIASES } from './aliases'\nimport {\n  addCrmPicklistValues,\n  addressFromValues,\n  addressValues,\n  campaignDirectory,\n  countCrmExport,\n  crmCustomDefinitions,\n  crmMemberEmails,\n  crmMembersTarget,\n  crmPicklistLists,\n  crmTransferEnv,\n  type CrmTransferEnv,\n  customTransferValues,\n  customWriteValues,\n  eachWithinBudget,\n  failureMessage,\n  holdBackChanges,\n  isoOf,\n  lookupById,\n  lookupResult,\n  pickValues,\n  plannedValues,\n  readCrmExportPage,\n  requireCrmSuite,\n  requireSite,\n  textOf,\n  TransferEngineError,\n  visibleIn,\n} from './common'\nimport {\n  CRM_MEMBERS_TARGET,\n  CRM_TIMESTAMP_FIELDS,\n  crmCustomTransferFields,\n  LEAD_TRANSFER_DERIVED,\n  LEAD_TRANSFER_FIELDS,\n  LEAD_TRANSFER_GROUPS,\n} from './fields'\n\nconst SUITE_ACT = 'Importing leads'\n\n/** How an import names itself as a lead's source — the capture surface `import`. */\nconst LEAD_IMPORT_SOURCE = 'import'\n\n/** The statuses a file may set: every one but Qualified, which a conversion alone sets. */\nconst FILE_STATUSES: readonly CrmLeadStatus[] = CRM_LEAD_STATUSES.filter((status) => status !== 'qualified')\n\nconst leadsOf = (env: CrmTransferEnv) => env.orgRef.collection('leads')\n\n/** How one capture surface reads in a file. */\nfunction captureSourceLabel(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') return CONTACT_SOURCE_LABELS.form\n  // A lead entered by hand or over the REST API (AGL-3231).\n  if (source === 'manual') return 'Added by hand'\n  if (source === 'api') return 'API'\n  if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`\n  return source\n}\n\n/** Every surface that produced a capture — the array, or the older single field. */\nfunction captureSources(lead: Record<string, unknown>): string[] {\n  const sources = lead['sources']\n  if (Array.isArray(sources) && sources.length) {\n    return sources.map((source) => String(source))\n  }\n  return typeof lead['source'] === 'string' && lead['source'] ? [lead['source']] : []\n}\n\n/** Names written in place of ids, and the org's status list. */\ninterface LeadNames {\n  owner?: (uid: string) => string | undefined\n  campaign?: (id: string) => string | undefined\n  /** Amounts as `1250.00 USD`. */\n  display?: boolean\n}\n\n/** One lead as values by field id. */\nexport function leadTransferValues(\n  id: string,\n  lead: Record<string, unknown>,\n  statuses: CrmPicklist,\n  definitions: readonly ContactFieldDefinition[],\n  names: LeadNames = {},\n): Record<string, unknown> {\n  const text = (value: unknown) => textOf(value) || null\n  const revenue = typeof lead['annualRevenueCents'] === 'number' ? (lead['annualRevenueCents'] as number) : null\n  const currency = String(lead['currency'] || 'usd').toUpperCase()\n  const ownerUid = text(lead['ownerUid'])\n  const campaignIds = Array.isArray(lead['campaignIds']) ? (lead['campaignIds'] as unknown[]).map(String) : []\n  const captures = Number(lead['submissionCount'] ?? 0)\n  return {\n    // The name first: a record's label is the first text it holds.\n    name: text(lead['name']),\n    email: text(lead['email']),\n    salutation: text(lead['salutation']),\n    firstName: text(lead['firstName']),\n    lastName: text(lead['lastName']),\n    company: text(lead['company']),\n    jobTitle: text(lead['jobTitle']),\n    phone: text(lead['phone']),\n    mobilePhone: text(lead['mobilePhone']),\n    fax: text(lead['fax']),\n    doNotCall: lead['doNotCall'] === true,\n    website: text(lead['website']),\n    ...addressValues('address', lead['address']),\n    status: crmLeadStatusLabel(lead, statuses) || null,\n    owner: ownerUid ? (names.owner?.(ownerUid) ?? ownerUid) : null,\n    leadSource: text(lead['leadSource']),\n    industry: text(lead['industry']),\n    rating: text(lead['rating']),\n    numberOfEmployees: typeof lead['numberOfEmployees'] === 'number' ? lead['numberOfEmployees'] : null,\n    annualRevenue:\n      revenue === null ? null : names.display ? `${(revenue / 100).toFixed(2)} ${currency}` : { amountMinor: revenue, currency },\n    tags: Array.isArray(lead['tags']) ? (lead['tags'] as string[]) : [],\n    campaigns: campaignIds.map((campaign) => names.campaign?.(campaign) ?? campaign),\n    notes: text(lead['notes']),\n    unqualifiedReason: text(lead['unqualifiedReason']),\n    sources: captureSources(lead).map(captureSourceLabel),\n    firstSeenAt: isoOf(lead['firstSeenAtMs'] ?? lead['createdAt']),\n    lastSeenAt: isoOf(lead['lastSeenAtMs'] ?? lead['createdAt']),\n    captures: Number.isFinite(captures) && captures > 0 ? captures : 0,\n    convertedAt: isoOf(lead['convertedAtMs']),\n    createdAt: isoOf(lead['createdAt']),\n    updatedAt: isoOf(lead['updatedAt']),\n    ...customTransferValues(definitions, lead['custom']),\n    [TRANSFER_ID_FIELD]: id,\n  }\n}\n\n/** Everything one apply call shares. */\ninterface ApplyRun {\n  env: CrmTransferEnv\n  hostId: string\n  statuses: CrmPicklist\n  leadSources: CrmPicklist\n  picklists: Awaited<ReturnType<typeof readLeadPicklists>>\n  definitions: ContactFieldDefinition[]\n  campaigns: Awaited<ReturnType<typeof campaignDirectory>>\n}\n\n/** The leads these ids name, as values (campaigns by name, so the plan compares what a file carries). */\nasync function readLeads(run: Pick<ApplyRun, 'env' | 'statuses' | 'definitions' | 'campaigns'>, ids: readonly string[]) {\n  const out = new Map<string, Record<string, unknown>>()\n  const wanted = ids.filter((id) => id && !id.includes('/'))\n  for (let at = 0; at < wanted.length; at += 500) {\n    for (const snapshot of await run.env.firestore.getAll(...wanted.slice(at, at + 500).map((id) => leadsOf(run.env).doc(id)))) {\n      const data = snapshot.data()\n      if (snapshot.exists && data && visibleIn(run.env, data['visibleTo'])) {\n        out.set(snapshot.id, leadTransferValues(snapshot.id, data, run.statuses, run.definitions, { campaign: (id) => run.campaigns.names.get(id) }))\n      }\n    }\n  }\n  return out\n}\n\n/**\n * The fields a row's values write to a lead, over the lead as it stands;\n * `null` clears. Each value is held to the shape the lead page stores it in.\n */\nfunction leadFields(\n  run: ApplyRun,\n  values: Readonly<Record<string, unknown>>,\n  current: Record<string, unknown> | null,\n): Record<string, unknown> {\n  const fields: Record<string, unknown> = {}\n  const text = (key: string, max = 120) => textOf(values[key]).slice(0, max) || null\n  for (const key of ['company', 'jobTitle', 'salutation', 'industry', 'rating', 'unqualifiedReason'] as const) {\n    if (key in values) fields[key] = text(key)\n  }\n  for (const key of ['firstName', 'lastName'] as const) if (key in values) fields[key] = text(key)\n  if ('notes' in values) fields['notes'] = text('notes', 4000)\n  for (const key of ['phone', ...CONTACT_EXTRA_PHONE_FIELDS.filter((field) => field === 'mobilePhone' || field === 'fax')] as const) {\n    if (!(key in values)) continue\n    const typed = textOf(values[key])\n    const phone = typed ? normalizePhone(typed) : null\n    if (typed && !phone) throw new TransferEngineError('invalid', 422, `“${typed}” is not a phone number.`)\n    fields[key] = phone\n  }\n  if ('website' in values) {\n    const typed = textOf(values['website'])\n    const website = typed ? normalizeCompanyWebsite(typed) : null\n    if (typed && !website) throw new TransferEngineError('invalid', 422, `“${typed}” is not a web address.`)\n    fields['website'] = website\n  }\n  if ('doNotCall' in values) fields['doNotCall'] = values['doNotCall'] === true ? true : null\n  if ('numberOfEmployees' in values) fields['numberOfEmployees'] = values['numberOfEmployees'] ?? null\n  if ('annualRevenue' in values) {\n    const revenue = values['annualRevenue'] as CurrencyAmount | null\n    fields['annualRevenueCents'] = revenue && typeof revenue === 'object' ? revenue.amountMinor : null\n    fields['currency'] = revenue && typeof revenue === 'object' ? String(revenue.currency).toLowerCase() : null\n  }\n  const address = addressFromValues('address', values, current?.['address'])\n  if (address !== undefined) fields['address'] = address\n  if ('tags' in values) fields['tags'] = normalizeCrmLeadTags(values['tags'])\n  if ('owner' in values) fields['ownerUid'] = text('owner', 128)\n  if ('status' in values) {\n    const label = textOf(values['status'])\n    if (label) {\n      const write = resolveCrmLeadStatusWrite(run.statuses, label, {\n        allowed: FILE_STATUSES,\n        current: current as never,\n      })\n      if (write.ok === false) throw new TransferEngineError('invalid', 422, write.error)\n      fields['status'] = write.status\n      fields['statusLabel'] = write.statusLabel\n    }\n  }\n  // A reason is what an unqualified lead was closed for: on any other lead it is not written.\n  if ('unqualifiedReason' in fields && (fields['status'] ?? current?.['status']) !== 'unqualified') {\n    delete fields['unqualifiedReason']\n  }\n  if ('campaigns' in values) {\n    const named = Array.isArray(values['campaigns']) ? (values['campaigns'] as unknown[]).map((name) => textOf(name)).filter(Boolean) : []\n    const ids = named.map((name) => run.campaigns.byName.get(name.toLowerCase()) ?? '')\n    const unknown = named.find((_name, at) => !ids[at])\n    if (unknown) throw new TransferEngineError('invalid', 422, `No campaign is called “${unknown}”.`)\n    fields['campaignIds'] = [...new Set(ids)]\n  }\n  return fields\n}\n\n/** Fields as an update writes them: a cleared field is deleted. */\nconst asUpdate = (fields: Record<string, unknown>) =>\n  Object.fromEntries(Object.entries(fields).map(([key, value]) => [key, value === null ? FieldValue.delete() : value]))\n\n/**\n * Writes a lead's working state and profile over what it holds, as the lead\n * page writes it: the lead source and the picklists judged against the\n * org's lists, the name composed from its parts, custom values by their\n * definitions, and the list's search and filter keys restamped.\n */\nasync function writeLead(\n  run: ApplyRun,\n  ref: FirebaseFirestore.DocumentReference,\n  values: Readonly<Record<string, unknown>>,\n  options: { created: boolean },\n): Promise<void> {\n  const stored = (await ref.get()).data() ?? {}\n  const fields = leadFields(run, values, stored)\n  if ('leadSource' in values || options.created) {\n    const source = resolveLeadSourceWrite(run.leadSources, textOf(values['leadSource']) || undefined, {\n      current: stored['leadSource'],\n      created: options.created,\n    })\n    if (source.ok === false) throw new TransferEngineError('invalid', 422, source.error)\n    if (source.write !== undefined) fields['leadSource'] = source.write\n    else if ('leadSource' in values && !textOf(values['leadSource'])) fields['leadSource'] = null\n  }\n  const patch: Record<string, unknown> = { ...fields }\n  const refused = judgeLeadPicklistPatch(run.picklists, patch as never, { current: stored, created: options.created })\n  const first = Object.entries(refused)[0]\n  if (first) throw new TransferEngineError('invalid', 422, String(first[1]))\n  const composed = crmLeadComposedName(stored, {\n    ...('firstName' in fields ? { firstName: fields['firstName'] as string | null } : {}),\n    ...('lastName' in fields ? { lastName: fields['lastName'] as string | null } : {}),\n  } as never)\n  if (composed) patch['name'] = composed\n  else if ('name' in values && !textOf(stored['firstName']) && !textOf(stored['lastName'])) {\n    patch['name'] = textOf(values['name']).slice(0, 120) || null\n  }\n  const custom = customWriteValues(values, run.definitions, 'lead')\n  if ('error' in custom) throw new TransferEngineError('invalid', 422, custom.error)\n  for (const [key, value] of Object.entries(custom.values)) patch[`custom.${key}`] = value\n  if (!Object.keys(patch).length) return\n  await ref.update({ ...asUpdate(patch), updatedAt: FieldValue.serverTimestamp() })\n  // What the Leads list searches and filters by (AGL-3321).\n  await restampCrmListFieldsAt(ref, 'leads')\n}\n\n/** The `crm.leads` hooks. */\nexport function leadsTransferResource(): TransferRecordsHooks {\n  const run = async (ctx: Parameters<NonNullable<TransferRecordsHooks['readPage']>>[0]): Promise<ApplyRun & { hostId: string | null }> => {\n    const env = await crmTransferEnv(ctx)\n    const [statuses, leadSources, picklists, definitions, campaigns] = await Promise.all([\n      readCrmPicklist(env.firestore, env.orgId, CRM_LEAD_STATUS_PICKLIST),\n      readLeadSourcePicklist(env.firestore, env.orgId),\n      readLeadPicklists(env.firestore, env.orgId),\n      crmCustomDefinitions(env, 'lead'),\n      campaignDirectory(env),\n    ])\n    return { env, hostId: env.hostId ?? '', statuses, leadSources, picklists, definitions, campaigns }\n  }\n  return {\n    async fields(ctx) {\n      const env = await crmTransferEnv(ctx)\n      return {\n        standard: LEAD_TRANSFER_FIELDS,\n        derived: LEAD_TRANSFER_DERIVED,\n        system: CRM_TIMESTAMP_FIELDS,\n        custom: crmCustomTransferFields(await crmCustomDefinitions(env, 'lead'), 'lead'),\n        groups: LEAD_TRANSFER_GROUPS,\n      }\n    },\n    matchKeys: [\n      { fieldId: TRANSFER_ID_FIELD, normalizer: 'aglynId' },\n      { fieldId: 'email', normalizer: 'email' },\n    ],\n    aliases: LEAD_ALIASES,\n    lookupTargets: { [CRM_MEMBERS_TARGET]: crmMembersTarget() },\n\n    // The people a workspace holds are its own on every plan (AGL-2839).\n    async count(ctx, options) {\n      const env = await crmTransferEnv(ctx)\n      return countCrmExport(env, leadsOf(env), options, (data) => visibleIn(env, data['visibleTo'], options.scopeTokens))\n    },\n\n    async readPage(ctx, cursor, fieldIds, options) {\n      const context = await run(ctx)\n      const emails = fieldIds.includes('owner') ? await crmMemberEmails(context.env.orgId) : new Map<string, string>()\n      return readCrmExportPage(\n        context.env,\n        leadsOf(context.env),\n        cursor,\n        options,\n        (data) => visibleIn(context.env, data['visibleTo'], options?.scopeTokens),\n        async (docs) =>\n          docs.map((doc) =>\n            pickValues(\n              leadTransferValues(doc.id, doc.data, context.statuses, context.definitions, {\n                owner: (uid) => emails.get(uid),\n                campaign: (id) => context.campaigns.names.get(id),\n                display: true,\n              }),\n              fieldIds,\n            ),\n          ),\n      )\n    },\n\n    async lookup(ctx, requests) {\n      const context = await run(ctx)\n      const visible = (data: Record<string, unknown>) => visibleIn(context.env, data['visibleTo'])\n      const found = { lookup: new Map<string, string[]>(), docs: new Map<string, Record<string, unknown>>() }\n      for (const request of requests) {\n        if (request.fieldId === TRANSFER_ID_FIELD) await lookupById(context.env, leadsOf(context.env), request, visible, found)\n        else if (request.fieldId === 'email') {\n          // A lead's id IS its person key: one document per person.\n          const byKey = new Map<string, string>()\n          for (const value of request.values) {\n            const key = personKey(value)\n            if (key) byKey.set(key, value)\n          }\n          const keys = [...byKey.keys()]\n          for (let at = 0; at < keys.length; at += 500) {\n            const page = keys.slice(at, at + 500)\n            for (const snapshot of await context.env.firestore.getAll(...page.map((key) => leadsOf(context.env).doc(key)))) {\n              const data = snapshot.data()\n              if (!snapshot.exists || !data || !visible(data)) continue\n              found.docs.set(snapshot.id, data)\n              found.lookup.set(matchLookupKey(request.fieldId, byKey.get(snapshot.id) as string), [snapshot.id])\n            }\n          }\n        }\n      }\n      return lookupResult(found, (id, data) =>\n        leadTransferValues(id, data, context.statuses, context.definitions, { campaign: (campaign) => context.campaigns.names.get(campaign) }),\n      )\n    },\n\n    async picklists(ctx, ids) {\n      const env = await crmTransferEnv(ctx)\n      return crmPicklistLists(env, ids, await crmCustomDefinitions(env, 'lead'))\n    },\n\n    async addPicklistValues(ctx, picklistId, values) {\n      await addCrmPicklistValues(await crmTransferEnv(ctx), picklistId, values)\n    },\n\n    lockedRules: () => [\n      { fieldId: 'email', reason: 'A lead is the person at this address; a different address is a different lead.', forced: { mode: 'keepExisting' } },\n      { fieldId: 'status', reason: 'A lead becomes Qualified only by converting it, which makes its contact, company and deal.' },\n      { fieldId: 'doNotCall', reason: 'A file can say a person asked not to be called, never that they took it back.', forced: { mode: 'overwrite' } },\n      { fieldId: 'name', reason: 'The name is built from the first and last names once either is set.' },\n    ],\n\n    async plan(ctx, input) {\n      const context = await run(ctx)\n      requireCrmSuite(context.env, SUITE_ACT)\n      requireSite(context.env, 'leads')\n      const plan = buildTransferPlan(input)\n      return holdBackChanges(plan, (row, change) => {\n        const before = row.recordId ? input.existing.get(row.recordId) : undefined\n        if (change.fieldId === 'status' && textOf(change.after)) {\n          const write = resolveCrmLeadStatusWrite(context.statuses, change.after, { current: null })\n          if (write.ok && write.status === 'qualified') return 'Qualified only by converting the lead.'\n        }\n        if (change.fieldId === 'doNotCall' && before?.['doNotCall'] === true && change.after !== true) {\n          return 'Do not call is turned off on the lead’s page, never by a file.'\n        }\n        if (change.fieldId === 'name') {\n          const values = Object.fromEntries(row.diff.map((entry) => [entry.fieldId, entry.after]))\n          const first = 'firstName' in values ? values['firstName'] : before?.['firstName']\n          const last = 'lastName' in values ? values['lastName'] : before?.['lastName']\n          if (textOf(first) || textOf(last)) return 'Built from the first and last names.'\n        }\n        return null\n      })\n    },\n\n    async apply(ctx, chunk, writer) {\n      const context = await run(ctx)\n      requireCrmSuite(context.env, SUITE_ACT)\n      const { hostId } = requireSite(context.env, 'leads')\n      const applyRun: ApplyRun = { ...context, hostId }\n      const hostRef = context.env.firestore.collection('hosts').doc(hostId)\n      let counted: number | null = null\n      let createdHere = 0\n      const results: TransferRowResult[] = []\n      const undo: TransferUndoEntry[] = []\n      await eachWithinBudget(chunk.rows as PlannedTransferRow[], () => writer.timeLeftMs(), async (row) => {\n        const earlier = await writer.alreadyApplied(row.index)\n        if (earlier) {\n          results.push(earlier)\n          return\n        }\n        const changed = row.diff.map((change) => change.fieldId)\n        let result: TransferRowResult\n        let entry: TransferUndoEntry | undefined\n        try {\n          const values = plannedValues(row)\n          if (row.verdict === 'update' && row.recordId) {\n            const before = (await readLeads(applyRun, [row.recordId])).get(row.recordId)\n            if (!before) throw new TransferEngineError('notFound', 404, 'That lead no longer exists.')\n            const ref = leadsOf(context.env).doc(row.recordId)\n            await writeLead(applyRun, ref, values, { created: false })\n            const after = (await readLeads(applyRun, [ref.id])).get(ref.id) ?? {}\n            result = { row: row.index, outcome: 'updated', recordId: ref.id }\n            entry = { row: row.index, recordId: ref.id, action: 'updated', previous: pickValues(before, changed), written: pickValues(after, changed) }\n          } else {\n            const email = textOf(values['email'])\n            const key = personKey(email)\n            if (!key) throw new TransferEngineError('invalid', 422, 'Not a valid email address.')\n            // Every value read before the door is knocked on, so a row the\n            // lead page would refuse files nobody.\n            leadFields(applyRun, values, null)\n            const custom = customWriteValues(values, context.definitions, 'lead')\n            if ('error' in custom) throw new TransferEngineError('invalid', 422, custom.error)\n            if (counted === null) counted = Number((await leadsOf(context.env).count().get()).data().count ?? 0)\n            if (checkVisitorRecordCeiling(counted + createdHere, LEADS_MAX_PER_HOST).exceeded) {\n              throw new TransferEngineError('invalid', 422, 'This site holds as many leads as it can.')\n            }\n            // The door every capture goes through: the person keyed by address,\n            // the ceiling judged again in its own transaction, the site's scope.\n            const outcome = await addHostLeadOutcome({\n              hostRef,\n              hostId,\n              lead: { email, ...(textOf(values['name']) ? { name: textOf(values['name']) } : {}), source: LEAD_IMPORT_SOURCE },\n            })\n            if (!outcome.stored) throw new TransferEngineError('invalid', 422, 'The lead could not be saved; this site may hold as many leads as it can.')\n            if (outcome.created) createdHere += 1\n            const ref = leadsOf(context.env).doc(key)\n            await writeLead(applyRun, ref, values, { created: outcome.created })\n            const after = (await readLeads(applyRun, [ref.id])).get(ref.id) ?? {}\n            result = {\n              row: row.index,\n              outcome: outcome.created ? 'created' : 'updated',\n              recordId: ref.id,\n              ...(outcome.created ? {} : { message: 'Merged into the lead already holding this address.' }),\n            }\n            entry = outcome.created\n              ? { row: row.index, recordId: ref.id, action: 'created', written: pickValues(after, changed) }\n              : undefined\n          }\n        } catch (error) {\n          result = { row: row.index, outcome: 'failed', ...(row.recordId ? { recordId: row.recordId } : {}), message: failureMessage(error) }\n          entry = undefined\n        }\n        await writer.markApplied(result, entry)\n        results.push(result)\n        if (entry) undo.push(entry)\n      })\n      return { results, undo }\n    },\n\n    async revert(ctx, snapshot, decisions) {\n      const context = await run(ctx)\n      const { hostId } = requireSite(context.env, 'leads')\n      const applyRun: ApplyRun = { ...context, hostId }\n      const current = await readLeads(applyRun, snapshot.entries.map((entry) => entry.recordId))\n      const done: TransferUndoStep[] = []\n      const conflicts: TransferUndoStep[] = []\n      for (const entry of snapshot.entries) {\n        const step = planTransferUndo(entry, current.get(entry.recordId) ?? null)\n        if (step.action === 'conflict' && decisions?.[entry.recordId] !== 'revert') {\n          if (decisions?.[entry.recordId] === 'keep') done.push({ action: 'nothing', recordId: entry.recordId, why: 'alreadyReverted' })\n          else conflicts.push(step)\n          continue\n        }\n        if (step.action === 'nothing') {\n          done.push(step)\n          continue\n        }\n        const ref = leadsOf(context.env).doc(entry.recordId)\n        if (entry.action === 'created') {\n          await ref.delete()\n          done.push({ action: 'delete', recordId: entry.recordId })\n          continue\n        }\n        await writeLead(applyRun, ref, step.action === 'restore' || step.action === 'conflict' ? step.values : {}, { created: false })\n        done.push(step)\n      }\n      return { done, conflicts }\n    },\n  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package/src/lib/transfer/pipelines.d.ts

@@ -0,0 +1,21 @@
+/**
+ * @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 TransferExportHooks } from './common';
+/** The `crm.pipelines` hooks. */
+export declare function pipelinesTransferResource(): TransferExportHooks;
+/** The `crm.fields` hooks. */
+export declare function fieldDefinitionsTransferResource(): TransferExportHooks;

package/src/lib/transfer/pipelines.js

@@ -0,0 +1,172 @@
+import { _ as _extends } from "@swc/helpers/_/_extends";
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ /*==========================================
+ * PIPELINES AND FIELD DEFINITIONS, AS FILES (AGL-3528) — `crm.pipelines`
+ * and `crm.fields`, exported.
+ *
+ * The shape of the CRM rather than its records: each pipeline with its
+ * stages in order (one row per stage — its kind, its probability, its
+ * forecast category), and every custom field the organization defined, on
+ * which kind of record, of what type, with its choices. Taken out to
+ * document a setup or to rebuild it elsewhere; both are edited on their
+ * own pages, so neither is imported (`directions: ["export"]`).
+ *=========================================*/ import { CRM_COLLECTIONS, CRM_FIELD_OBJECT_LABELS, CRM_FORECAST_CATEGORY_LABELS, dealStageForecastCategory, fieldDefinitionObject, isPipelineArchived } from "@aglyn/aglyn/server";
+import { TRANSFER_ID_FIELD, matchLookupKey } from "@aglyn/aglyn/data-transfer";
+import { crmTransferEnv, isoOf, pickValues, requireCrmRecords, textOf, visibleIn } from "./common.js";
+import { CRM_TIMESTAMP_FIELDS, FIELD_DEFINITION_TRANSFER_FIELDS, PIPELINE_TRANSFER_FIELDS, PIPELINE_TRANSFER_GROUPS } from "./fields.js";
+/** How a stage's kind reads in a file. */ const STAGE_KINDS = {
+    open: 'Open',
+    won: 'Won',
+    lost: 'Lost'
+};
+/** How a custom field's type reads in a file. */ const FIELD_TYPES = {
+    text: 'Text',
+    number: 'Number',
+    date: 'Date',
+    select: 'Dropdown',
+    checkbox: 'Checkbox',
+    url: 'Link'
+};
+/** Pages `rows` by offset, honoring a selection by row id. */ function pagedHooks(source) {
+    const selected = async (ctx, options)=>{
+        const env = await crmTransferEnv(ctx);
+        requireCrmRecords(env, 'the CRM’s setup');
+        const rows = await source.rows(env, options);
+        const ids = (options == null ? void 0 : options.ids) ? new Set(options.ids) : null;
+        return ids ? rows.filter((row)=>ids.has(String(row[TRANSFER_ID_FIELD]))) : rows;
+    };
+    return {
+        matchKeys: [
+            {
+                fieldId: TRANSFER_ID_FIELD,
+                normalizer: 'aglynId'
+            }
+        ],
+        async count (ctx, options) {
+            return (await selected(ctx, options)).length;
+        },
+        async readPage (ctx, cursor, fieldIds, options) {
+            var _ref;
+            const rows = await selected(ctx, options);
+            const start = Number(cursor != null ? cursor : 0) || 0;
+            const size = Math.min((_ref = options == null ? void 0 : options.pageSize) != null ? _ref : 500, 500);
+            return {
+                rows: rows.slice(start, start + size).map((row)=>pickValues(row, fieldIds)),
+                next: start + size < rows.length ? String(start + size) : null
+            };
+        },
+        async lookup (ctx, requests) {
+            const rows = await selected(ctx, undefined);
+            const lookup = new Map();
+            const records = new Map();
+            for (const request of requests){
+                if (request.fieldId !== TRANSFER_ID_FIELD) continue;
+                for (const value of request.values){
+                    const row = rows.find((entry)=>entry[TRANSFER_ID_FIELD] === value);
+                    if (!row) continue;
+                    lookup.set(matchLookupKey(request.fieldId, value), [
+                        value
+                    ]);
+                    records.set(value, row);
+                }
+            }
+            return {
+                lookup,
+                records
+            };
+        }
+    };
+}
+/** One row per stage, pipeline by pipeline, in the order the board shows them. */ const PIPELINE_ROWS = {
+    async rows (env, options) {
+        const snapshot = await env.orgRef.collection(CRM_COLLECTIONS.pipelines).get();
+        return snapshot.docs.map((doc)=>({
+                id: doc.id,
+                pipeline: doc.data()
+            })).filter((entry)=>visibleIn(env, entry.pipeline.visibleTo, options == null ? void 0 : options.scopeTokens)).sort((a, b)=>Number(Boolean(b.pipeline.isDefault)) - Number(Boolean(a.pipeline.isDefault)) || textOf(a.pipeline.name).localeCompare(textOf(b.pipeline.name))).flatMap(({ id, pipeline })=>{
+            var _pipeline_stages;
+            return [
+                ...(_pipeline_stages = pipeline.stages) != null ? _pipeline_stages : []
+            ].sort((a, b)=>a.order - b.order).map((stage, position)=>{
+                var _STAGE_KINDS_stage_kind;
+                return {
+                    pipeline: textOf(pipeline.name) || null,
+                    pipelineId: id,
+                    isDefault: pipeline.isDefault === true,
+                    archived: isPipelineArchived(pipeline),
+                    stage: textOf(stage.name) || null,
+                    stageId: stage.id,
+                    position: position + 1,
+                    kind: (_STAGE_KINDS_stage_kind = STAGE_KINDS[stage.kind]) != null ? _STAGE_KINDS_stage_kind : stage.kind,
+                    probability: typeof stage.probability === 'number' ? stage.probability : null,
+                    forecastCategory: CRM_FORECAST_CATEGORY_LABELS[dealStageForecastCategory(stage)],
+                    createdAt: isoOf(pipeline.createdAt),
+                    updatedAt: isoOf(pipeline.updatedAt),
+                    [TRANSFER_ID_FIELD]: `${id}:${stage.id}`
+                };
+            });
+        });
+    }
+};
+/** Every custom field, by the record it describes and then its order. */ const FIELD_ROWS = {
+    async rows (env, options) {
+        const snapshot = await env.orgRef.collection(CRM_COLLECTIONS.contactFields).limit(500).get();
+        return snapshot.docs.map((doc)=>({
+                id: doc.id,
+                field: doc.data()
+            })).filter((entry)=>entry.field.key && visibleIn(env, entry.field.visibleTo, options == null ? void 0 : options.scopeTokens)).map((entry)=>_extends({}, entry, {
+                object: fieldDefinitionObject(entry.field)
+            })).sort((a, b)=>{
+            var _a_field_order, _b_field_order;
+            return a.object.localeCompare(b.object) || Number((_a_field_order = a.field.order) != null ? _a_field_order : 0) - Number((_b_field_order = b.field.order) != null ? _b_field_order : 0);
+        }).map(({ id, field, object })=>{
+            var _CRM_FIELD_OBJECT_LABELS_object, _FIELD_TYPES_field_type;
+            return {
+                label: textOf(field.label) || field.key,
+                key: field.key,
+                object: (_CRM_FIELD_OBJECT_LABELS_object = CRM_FIELD_OBJECT_LABELS[object]) != null ? _CRM_FIELD_OBJECT_LABELS_object : object,
+                type: (_FIELD_TYPES_field_type = FIELD_TYPES[field.type]) != null ? _FIELD_TYPES_field_type : field.type,
+                options: Array.isArray(field.options) ? field.options.map(String) : [],
+                required: field.required === true,
+                position: typeof field.order === 'number' ? field.order : null,
+                retired: typeof field.retiredAt === 'number' && field.retiredAt > 0,
+                createdAt: isoOf(field.createdAt),
+                updatedAt: isoOf(field.updatedAt),
+                [TRANSFER_ID_FIELD]: id
+            };
+        });
+    }
+};
+/** The `crm.pipelines` hooks. */ export function pipelinesTransferResource() {
+    return _extends({
+        fields: ()=>({
+                standard: PIPELINE_TRANSFER_FIELDS,
+                system: CRM_TIMESTAMP_FIELDS,
+                groups: PIPELINE_TRANSFER_GROUPS
+            })
+    }, pagedHooks(PIPELINE_ROWS));
+}
+/** The `crm.fields` hooks. */ export function fieldDefinitionsTransferResource() {
+    return _extends({
+        fields: ()=>({
+                standard: FIELD_DEFINITION_TRANSFER_FIELDS,
+                system: CRM_TIMESTAMP_FIELDS
+            })
+    }, pagedHooks(FIELD_ROWS));
+}
+
+//# sourceMappingURL=pipelines.js.map

package/src/lib/transfer/pipelines.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/transfer/pipelines.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/*==========================================\n * PIPELINES AND FIELD DEFINITIONS, AS FILES (AGL-3528) — `crm.pipelines`\n * and `crm.fields`, exported.\n *\n * The shape of the CRM rather than its records: each pipeline with its\n * stages in order (one row per stage — its kind, its probability, its\n * forecast category), and every custom field the organization defined, on\n * which kind of record, of what type, with its choices. Taken out to\n * document a setup or to rebuild it elsewhere; both are edited on their\n * own pages, so neither is imported (`directions: [\"export\"]`).\n *=========================================*/\n\nimport {\n  CRM_COLLECTIONS,\n  CRM_FIELD_OBJECT_LABELS,\n  CRM_FORECAST_CATEGORY_LABELS,\n  type ContactFieldDefinition,\n  type CrmDealStage,\n  type CrmPipeline,\n  dealStageForecastCategory,\n  fieldDefinitionObject,\n  isPipelineArchived,\n} from '@aglyn/aglyn/server'\nimport { TRANSFER_ID_FIELD, matchLookupKey } from '@aglyn/aglyn/data-transfer'\nimport type {\n  TransferReadOptions,\n  TransferResourceContext,\n} from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources'\nimport {\n  crmTransferEnv,\n  type CrmTransferEnv,\n  isoOf,\n  pickValues,\n  requireCrmRecords,\n  textOf,\n  type TransferExportHooks,\n  visibleIn,\n} from './common'\nimport {\n  CRM_TIMESTAMP_FIELDS,\n  FIELD_DEFINITION_TRANSFER_FIELDS,\n  PIPELINE_TRANSFER_FIELDS,\n  PIPELINE_TRANSFER_GROUPS,\n} from './fields'\n\n/** How a stage's kind reads in a file. */\nconst STAGE_KINDS: Readonly<Record<string, string>> = { open: 'Open', won: 'Won', lost: 'Lost' }\n\n/** How a custom field's type reads in a file. */\nconst FIELD_TYPES: Readonly<Record<string, string>> = {\n  text: 'Text',\n  number: 'Number',\n  date: 'Date',\n  select: 'Dropdown',\n  checkbox: 'Checkbox',\n  url: 'Link',\n}\n\n/** A whole collection as rows, read once: what these small exports page over. */\ninterface RowSource {\n  rows(env: CrmTransferEnv, options: TransferReadOptions | undefined): Promise<Array<Record<string, unknown>>>\n}\n\n/** Pages `rows` by offset, honoring a selection by row id. */\nfunction pagedHooks(source: RowSource): Pick<TransferExportHooks, 'count' | 'readPage' | 'lookup' | 'matchKeys'> {\n  const selected = async (ctx: TransferResourceContext, options: TransferReadOptions | undefined) => {\n    const env = await crmTransferEnv(ctx)\n    requireCrmRecords(env, 'the CRM’s setup')\n    const rows = await source.rows(env, options)\n    const ids = options?.ids ? new Set(options.ids) : null\n    return ids ? rows.filter((row) => ids.has(String(row[TRANSFER_ID_FIELD]))) : rows\n  }\n  return {\n    matchKeys: [{ fieldId: TRANSFER_ID_FIELD, normalizer: 'aglynId' }],\n    async count(ctx, options) {\n      return (await selected(ctx, options)).length\n    },\n    async readPage(ctx, cursor, fieldIds, options) {\n      const rows = await selected(ctx, options)\n      const start = Number(cursor ?? 0) || 0\n      const size = Math.min(options?.pageSize ?? 500, 500)\n      return {\n        rows: rows.slice(start, start + size).map((row) => pickValues(row, fieldIds)),\n        next: start + size < rows.length ? String(start + size) : null,\n      }\n    },\n    async lookup(ctx, requests) {\n      const rows = await selected(ctx, undefined)\n      const lookup = new Map<string, string[]>()\n      const records = new Map<string, Readonly<Record<string, unknown>>>()\n      for (const request of requests) {\n        if (request.fieldId !== TRANSFER_ID_FIELD) continue\n        for (const value of request.values) {\n          const row = rows.find((entry) => entry[TRANSFER_ID_FIELD] === value)\n          if (!row) continue\n          lookup.set(matchLookupKey(request.fieldId, value), [value])\n          records.set(value, row)\n        }\n      }\n      return { lookup, records }\n    },\n  }\n}\n\n/** One row per stage, pipeline by pipeline, in the order the board shows them. */\nconst PIPELINE_ROWS: RowSource = {\n  async rows(env, options) {\n    const snapshot = await env.orgRef.collection(CRM_COLLECTIONS.pipelines).get()\n    return snapshot.docs\n      .map((doc) => ({ id: doc.id, pipeline: doc.data() as CrmPipeline }))\n      .filter((entry) => visibleIn(env, entry.pipeline.visibleTo, options?.scopeTokens))\n      .sort((a, b) => Number(Boolean(b.pipeline.isDefault)) - Number(Boolean(a.pipeline.isDefault)) || textOf(a.pipeline.name).localeCompare(textOf(b.pipeline.name)))\n      .flatMap(({ id, pipeline }) =>\n        [...(pipeline.stages ?? [])]\n          .sort((a, b) => a.order - b.order)\n          .map((stage: CrmDealStage, position) => ({\n            pipeline: textOf(pipeline.name) || null,\n            pipelineId: id,\n            isDefault: pipeline.isDefault === true,\n            archived: isPipelineArchived(pipeline),\n            stage: textOf(stage.name) || null,\n            stageId: stage.id,\n            position: position + 1,\n            kind: STAGE_KINDS[stage.kind] ?? stage.kind,\n            probability: typeof stage.probability === 'number' ? stage.probability : null,\n            forecastCategory: CRM_FORECAST_CATEGORY_LABELS[dealStageForecastCategory(stage)],\n            createdAt: isoOf(pipeline.createdAt),\n            updatedAt: isoOf(pipeline.updatedAt),\n            [TRANSFER_ID_FIELD]: `${id}:${stage.id}`,\n          })),\n      )\n  },\n}\n\n/** Every custom field, by the record it describes and then its order. */\nconst FIELD_ROWS: RowSource = {\n  async rows(env, options) {\n    const snapshot = await env.orgRef.collection(CRM_COLLECTIONS.contactFields).limit(500).get()\n    return snapshot.docs\n      .map((doc) => ({ id: doc.id, field: doc.data() as ContactFieldDefinition }))\n      .filter((entry) => entry.field.key && visibleIn(env, entry.field.visibleTo, options?.scopeTokens))\n      .map((entry) => ({ ...entry, object: fieldDefinitionObject(entry.field) }))\n      .sort((a, b) => a.object.localeCompare(b.object) || Number(a.field.order ?? 0) - Number(b.field.order ?? 0))\n      .map(({ id, field, object }) => ({\n        label: textOf(field.label) || field.key,\n        key: field.key,\n        object: CRM_FIELD_OBJECT_LABELS[object] ?? object,\n        type: FIELD_TYPES[field.type] ?? field.type,\n        options: Array.isArray(field.options) ? field.options.map(String) : [],\n        required: field.required === true,\n        position: typeof field.order === 'number' ? field.order : null,\n        retired: typeof field.retiredAt === 'number' && field.retiredAt > 0,\n        createdAt: isoOf(field.createdAt),\n        updatedAt: isoOf(field.updatedAt),\n        [TRANSFER_ID_FIELD]: id,\n      }))\n  },\n}\n\n/** The `crm.pipelines` hooks. */\nexport function pipelinesTransferResource(): TransferExportHooks {\n  return {\n    fields: () => ({ standard: PIPELINE_TRANSFER_FIELDS, system: CRM_TIMESTAMP_FIELDS, groups: PIPELINE_TRANSFER_GROUPS }),\n    ...pagedHooks(PIPELINE_ROWS),\n  }\n}\n\n/** The `crm.fields` hooks. */\nexport function fieldDefinitionsTransferResource(): TransferExportHooks {\n  return {\n    fields: () => ({ standard: FIELD_DEFINITION_TRANSFER_FIELDS, system: CRM_TIMESTAMP_FIELDS }),\n    ...pagedHooks(FIELD_ROWS),\n  }\n}\n"],"names":["CRM_COLLECTIONS","CRM_FIELD_OBJECT_LABELS","CRM_FORECAST_CATEGORY_LABELS","dealStageForecastCategory","fieldDefinitionObject","isPipelineArchived","TRANSFER_ID_FIELD","matchLookupKey","crmTransferEnv","isoOf","pickValues","requireCrmRecords","textOf","visibleIn","CRM_TIMESTAMP_FIELDS","FIELD_DEFINITION_TRANSFER_FIELDS","PIPELINE_TRANSFER_FIELDS","PIPELINE_TRANSFER_GROUPS","STAGE_KINDS","open","won","lost","FIELD_TYPES","text","number","date","select","checkbox","url","pagedHooks","source","selected","ctx","options","env","rows","ids","Set","filter","row","has","String","matchKeys","fieldId","normalizer","count","length","readPage","cursor","fieldIds","start","Number","size","Math","min","pageSize","slice","map","next","lookup","requests","undefined","Map","records","request","value","values","find","entry","set","PIPELINE_ROWS","snapshot","orgRef","collection","pipelines","get","docs","doc","id","pipeline","data","visibleTo","scopeTokens","sort","a","b","Boolean","isDefault","name","localeCompare","flatMap","stages","order","stage","position","pipelineId","archived","stageId","kind","probability","forecastCategory","createdAt","updatedAt","FIELD_ROWS","contactFields","limit","field","key","object","label","type","Array","isArray","required","retired","retiredAt","pipelinesTransferResource","fields","standard","system","groups","fieldDefinitionsTransferResource"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;2CAU2C,GAE3C,SACEA,eAAe,EACfC,uBAAuB,EACvBC,4BAA4B,EAI5BC,yBAAyB,EACzBC,qBAAqB,EACrBC,kBAAkB,QACb,sBAAqB;AAC5B,SAASC,iBAAiB,EAAEC,cAAc,QAAQ,6BAA4B;AAK9E,SACEC,cAAc,EAEdC,KAAK,EACLC,UAAU,EACVC,iBAAiB,EACjBC,MAAM,EAENC,SAAS,QACJ,cAAU;AACjB,SACEC,oBAAoB,EACpBC,gCAAgC,EAChCC,wBAAwB,EACxBC,wBAAwB,QACnB,cAAU;AAEjB,wCAAwC,GACxC,MAAMC,cAAgD;IAAEC,MAAM;IAAQC,KAAK;IAAOC,MAAM;AAAO;AAE/F,+CAA+C,GAC/C,MAAMC,cAAgD;IACpDC,MAAM;IACNC,QAAQ;IACRC,MAAM;IACNC,QAAQ;IACRC,UAAU;IACVC,KAAK;AACP;AAOA,4DAA4D,GAC5D,SAASC,WAAWC,MAAiB;IACnC,MAAMC,WAAW,OAAOC,KAA8BC;QACpD,MAAMC,MAAM,MAAM1B,eAAewB;QACjCrB,kBAAkBuB,KAAK;QACvB,MAAMC,OAAO,MAAML,OAAOK,IAAI,CAACD,KAAKD;QACpC,MAAMG,MAAMH,CAAAA,2BAAAA,QAASG,GAAG,IAAG,IAAIC,IAAIJ,QAAQG,GAAG,IAAI;QAClD,OAAOA,MAAMD,KAAKG,MAAM,CAAC,CAACC,MAAQH,IAAII,GAAG,CAACC,OAAOF,GAAG,CAACjC,kBAAkB,MAAM6B;IAC/E;IACA,OAAO;QACLO,WAAW;YAAC;gBAAEC,SAASrC;gBAAmBsC,YAAY;YAAU;SAAE;QAClE,MAAMC,OAAMb,GAAG,EAAEC,OAAO;YACtB,OAAO,AAAC,CAAA,MAAMF,SAASC,KAAKC,QAAO,EAAGa,MAAM;QAC9C;QACA,MAAMC,UAASf,GAAG,EAAEgB,MAAM,EAAEC,QAAQ,EAAEhB,OAAO;;YAC3C,MAAME,OAAO,MAAMJ,SAASC,KAAKC;YACjC,MAAMiB,QAAQC,OAAOH,iBAAAA,SAAU,MAAM;YACrC,MAAMI,OAAOC,KAAKC,GAAG,SAACrB,2BAAAA,QAASsB,QAAQ,mBAAI,KAAK;YAChD,OAAO;gBACLpB,MAAMA,KAAKqB,KAAK,CAACN,OAAOA,QAAQE,MAAMK,GAAG,CAAC,CAAClB,MAAQ7B,WAAW6B,KAAKU;gBACnES,MAAMR,QAAQE,OAAOjB,KAAKW,MAAM,GAAGL,OAAOS,QAAQE,QAAQ;YAC5D;QACF;QACA,MAAMO,QAAO3B,GAAG,EAAE4B,QAAQ;YACxB,MAAMzB,OAAO,MAAMJ,SAASC,KAAK6B;YACjC,MAAMF,SAAS,IAAIG;YACnB,MAAMC,UAAU,IAAID;YACpB,KAAK,MAAME,WAAWJ,SAAU;gBAC9B,IAAII,QAAQrB,OAAO,KAAKrC,mBAAmB;gBAC3C,KAAK,MAAM2D,SAASD,QAAQE,MAAM,CAAE;oBAClC,MAAM3B,MAAMJ,KAAKgC,IAAI,CAAC,CAACC,QAAUA,KAAK,CAAC9D,kBAAkB,KAAK2D;oBAC9D,IAAI,CAAC1B,KAAK;oBACVoB,OAAOU,GAAG,CAAC9D,eAAeyD,QAAQrB,OAAO,EAAEsB,QAAQ;wBAACA;qBAAM;oBAC1DF,QAAQM,GAAG,CAACJ,OAAO1B;gBACrB;YACF;YACA,OAAO;gBAAEoB;gBAAQI;YAAQ;QAC3B;IACF;AACF;AAEA,gFAAgF,GAChF,MAAMO,gBAA2B;IAC/B,MAAMnC,MAAKD,GAAG,EAAED,OAAO;QACrB,MAAMsC,WAAW,MAAMrC,IAAIsC,MAAM,CAACC,UAAU,CAACzE,gBAAgB0E,SAAS,EAAEC,GAAG;QAC3E,OAAOJ,SAASK,IAAI,CACjBnB,GAAG,CAAC,CAACoB,MAAS,CAAA;gBAAEC,IAAID,IAAIC,EAAE;gBAAEC,UAAUF,IAAIG,IAAI;YAAkB,CAAA,GAChE1C,MAAM,CAAC,CAAC8B,QAAUvD,UAAUqB,KAAKkC,MAAMW,QAAQ,CAACE,SAAS,EAAEhD,2BAAAA,QAASiD,WAAW,GAC/EC,IAAI,CAAC,CAACC,GAAGC,IAAMlC,OAAOmC,QAAQD,EAAEN,QAAQ,CAACQ,SAAS,KAAKpC,OAAOmC,QAAQF,EAAEL,QAAQ,CAACQ,SAAS,MAAM3E,OAAOwE,EAAEL,QAAQ,CAACS,IAAI,EAAEC,aAAa,CAAC7E,OAAOyE,EAAEN,QAAQ,CAACS,IAAI,IAC5JE,OAAO,CAAC,CAAC,EAAEZ,EAAE,EAAEC,QAAQ,EAAE;gBACnBA;mBAAL;oBAAKA,mBAAAA,SAASY,MAAM,YAAfZ,mBAAmB,EAAE;aAAE,CACzBI,IAAI,CAAC,CAACC,GAAGC,IAAMD,EAAEQ,KAAK,GAAGP,EAAEO,KAAK,EAChCnC,GAAG,CAAC,CAACoC,OAAqBC;oBAQnB5E;uBARiC;oBACvC6D,UAAUnE,OAAOmE,SAASS,IAAI,KAAK;oBACnCO,YAAYjB;oBACZS,WAAWR,SAASQ,SAAS,KAAK;oBAClCS,UAAU3F,mBAAmB0E;oBAC7Bc,OAAOjF,OAAOiF,MAAML,IAAI,KAAK;oBAC7BS,SAASJ,MAAMf,EAAE;oBACjBgB,UAAUA,WAAW;oBACrBI,IAAI,GAAEhF,0BAAAA,WAAW,CAAC2E,MAAMK,IAAI,CAAC,YAAvBhF,0BAA2B2E,MAAMK,IAAI;oBAC3CC,aAAa,OAAON,MAAMM,WAAW,KAAK,WAAWN,MAAMM,WAAW,GAAG;oBACzEC,kBAAkBlG,4BAA4B,CAACC,0BAA0B0F,OAAO;oBAChFQ,WAAW5F,MAAMsE,SAASsB,SAAS;oBACnCC,WAAW7F,MAAMsE,SAASuB,SAAS;oBACnC,CAAChG,kBAAkB,EAAE,GAAGwE,GAAG,CAAC,EAAEe,MAAMf,EAAE,EAAE;gBAC1C;;;IAER;AACF;AAEA,uEAAuE,GACvE,MAAMyB,aAAwB;IAC5B,MAAMpE,MAAKD,GAAG,EAAED,OAAO;QACrB,MAAMsC,WAAW,MAAMrC,IAAIsC,MAAM,CAACC,UAAU,CAACzE,gBAAgBwG,aAAa,EAAEC,KAAK,CAAC,KAAK9B,GAAG;QAC1F,OAAOJ,SAASK,IAAI,CACjBnB,GAAG,CAAC,CAACoB,MAAS,CAAA;gBAAEC,IAAID,IAAIC,EAAE;gBAAE4B,OAAO7B,IAAIG,IAAI;YAA6B,CAAA,GACxE1C,MAAM,CAAC,CAAC8B,QAAUA,MAAMsC,KAAK,CAACC,GAAG,IAAI9F,UAAUqB,KAAKkC,MAAMsC,KAAK,CAACzB,SAAS,EAAEhD,2BAAAA,QAASiD,WAAW,GAC/F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package/src/lib/transfer/register.d.ts

@@ -0,0 +1,47 @@
+/**
+ * @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 { PluginTransferResource, TransferPlanGateHooks, TransferRecordsHooks } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources';
+import type { MatchKeySpec, TransferAliasDictionary } from '@aglyn/aglyn/data-transfer';
+/** What a resource is registered with before its module loads. */
+interface LazyResource {
+    key: string;
+    /** What the records are called inside a refusal's sentence ("Exporting companies"). */
+    noun: string;
+    matchKeys: readonly MatchKeySpec[];
+    aliases?: readonly TransferAliasDictionary[];
+    /** Lookup targets the resource answers itself, by key. */
+    targets?: readonly string[];
+    /** The hooks its module answers, beyond the required reads; every one by default. */
+    hooks?: readonly (typeof HOOKS)[number][];
+    load: () => Promise<Partial<TransferRecordsHooks>>;
+}
+/** Every hook a records resource may answer with, besides its data. */
+declare const HOOKS: readonly ["fields", "count", "readPage", "lookup", "suggest", "picklists", "addPicklistValues", "plan", "lockedRules", "apply", "revert"];
+/**
+ * The CRM's plan question for a transfer (AGL-3555), in the words of every
+ * other CRM route: `suite-gate.ts`'s refusal, 403 `plan_required` / `crm`.
+ * The declaration (`featureFlag: "crm"`) decides which intents ask — every
+ * one, but the contacts and leads exports — and this answers them.
+ */
+export declare function crmTransferPlanGate(noun: string): NonNullable<TransferPlanGateHooks['planGate']>;
+/** A resource whose hooks load its module with the first call, once. */
+export declare function lazyCrmTransferResource(resource: LazyResource): PluginTransferResource;
+/** The CRM's resources: what each is found by, how other products name its columns, and where it loads from. */
+export declare const CRM_TRANSFER_RESOURCES: readonly LazyResource[];
+/** Registers the server half of every CRM transfer resource. Registering again replaces them. */
+export declare function registerCrmTransferResources(pluginId: string): void;
+export {};