@aglyn/plugins-crm 1.0.0-beta.221 → 1.0.0-beta.223

package/src/lib/model/crm-lead-import.d.ts

@@ -1,138 +0,0 @@
-/**
- * @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 CrmLeadProfile, type CrmLeadStatus, type CrmPicklist } from '@aglyn/aglyn/app-utils/crm';
-import { type ImportChunkResult, type ImportDroppedValue } from '@aglyn/aglyn/app-utils/csv-import';
-/** The shared ceilings, under this collection's names. */
-export declare const LEAD_IMPORT_MAX_ROWS = 5000;
-export declare const LEAD_IMPORT_CHUNK_SIZE = 200;
-export declare const LEAD_IMPORT_MAX_BODY_BYTES = 2000000;
-export declare const LEAD_IMPORT_PREVIEW_ROWS = 10;
-/** The same caps the lead's own cards hold a typed value to. */
-export declare const LEAD_IMPORT_NOTES_MAX = 4000;
-export declare const LEAD_IMPORT_REASON_MAX = 500;
-/**
- * The statuses a file may set.
- *
- * The list's own status control offers exactly these four, and for the
- * reason given above: `qualified` is written by the conversion, beside the
- * contact it produced.
- */
-export declare const LEAD_IMPORT_STATUSES: readonly CrmLeadStatus[];
-/**
- * The fields a column may be mapped to, in the order the mapping menu
- * lists them.
- *
- * The lead's own profile (AGL-3231) — company, title, phone, website, the
- * lead source, the address parts and tags — is what a list from another
- * tool actually carries, and the reason a lead can be worked without a
- * contact beside it. They read under the same labels the contacts import
- * uses, so one spreadsheet maps the same way into either.
- */
-export declare const LEAD_IMPORT_FIELDS: readonly ["email", "name", "company", "jobTitle", "phone", "website", "leadSource", "status", "ownerEmail", "addressLine1", "addressLine2", "addressCity", "addressState", "addressPostalCode", "addressCountry", "tags", "campaigns", "unqualifiedReason", "notes"];
-export type LeadImportField = (typeof LEAD_IMPORT_FIELDS)[number];
-/** How each field reads in the mapping menu. Typed so a field cannot ship unlabeled. */
-export declare const LEAD_IMPORT_FIELD_LABELS: Record<LeadImportField, string>;
-/** Column index → field. A column absent from the map is not imported. */
-export type LeadImportMapping = Record<number, LeadImportField>;
-/** A proposed mapping from a file's header row, each field taken at most once. */
-export declare function guessLeadImportMapping(columns: readonly string[]): LeadImportMapping;
-/**
- * What the browser posts for one line: the cells the mapping selected,
- * under the field they were mapped to, verbatim. `unknown` because the
- * server reads this off an untrusted body.
- */
-export type LeadImportRawRow = Partial<Record<LeadImportField, unknown>>;
-/** One parsed line under the mapping. Empty cells are left absent; a lead has no custom fields. */
-export declare function mapLeadImportRow(cells: readonly string[], mapping: Record<number, LeadImportField | `custom:${string}`>): LeadImportRawRow;
-export type LeadImportSkipReason = 'invalid-email' | 'duplicate' | 'lead-ceiling' | 'campaign-unknown' | 'lead-source-unknown' | 'write-failed';
-/** How a skip reason reads on screen and in the downloaded file. */
-export declare const LEAD_IMPORT_SKIP_LABELS: Record<LeadImportSkipReason, string>;
-/** The most campaigns one row may name — the membership field's own cap. */
-export declare const LEAD_IMPORT_CAMPAIGNS_MAX = 20;
-/** One row, ready for the server to resolve and write. */
-export interface LeadImportRow {
-    /** Normalized — the address `personKey` derives the document id from. */
-    email: string;
-    name?: string;
-    /**
-     * The lead's own profile, already normalized the way the record stores
-     * it (AGL-3231): a key present is a value to write, a key absent leaves
-     * an existing lead's value alone. Never a clear — a blank cell in a file
-     * is a cell nobody filled, not a decision to erase what the site knows.
-     */
-    profile: CrmLeadProfile;
-    /**
-     * The campaigns the row files the lead under (AGL-3254), by NAME as the
-     * file wrote them: the server resolves each against the site's own
-     * containers and refuses the row whole when one is not there, because a
-     * row filed under half its campaigns is a row nobody asked for.
-     */
-    campaigns?: string[];
-    /** Absent leaves an existing lead's status alone and a new one reading as `new`. */
-    status?: CrmLeadStatus;
-    /** Normalized, for the server to resolve against the org's members. */
-    ownerEmail?: string;
-    /** Only ever set beside `status: 'unqualified'` — the pair is one fact. */
-    unqualifiedReason?: string;
-    notes?: string;
-    dropped: ImportDroppedValue[];
-}
-export type LeadImportRowVerdict = {
-    ok: true;
-    row: LeadImportRow;
-} | {
-    ok: false;
-    reason: 'invalid-email';
-    input: string;
-};
-/**
- * A status cell by id or by label — `working`, `Working` and `WORKING` are
- * one status. `null` for a cell naming no status a file may set, which
- * includes the well-spelled `Qualified` the export writes for a converted
- * lead.
- */
-export declare function parseImportLeadStatus(value: unknown): CrmLeadStatus | null;
-/**
- * One raw row as the values that will be written, or the reason it cannot
- * be. Refused here only for an unusable address, because the address is
- * the document id; the owner is refused by the server, which alone can
- * look them up.
- */
-export declare function normalizeLeadImportRow(raw: LeadImportRawRow): LeadImportRowVerdict;
-/** One row the server did not store, by its index in the request, named by the address. */
-export interface LeadImportSkippedRow {
-    index: number;
-    email: string;
-    reason: LeadImportSkipReason;
-}
-/** What one request did. The drawer sums these across a file. */
-export type LeadImportChunkResult = ImportChunkResult<LeadImportSkippedRow>;
-export declare function emptyLeadImportResult(): LeadImportChunkResult;
-export declare function mergeLeadImportResults(total: LeadImportChunkResult, chunk: LeadImportChunkResult, offset?: number): LeadImportChunkResult;
-/** The skipped rows as a file the operator can fix and re-import. */
-export declare function leadImportSkippedCsv(columns: readonly string[], entries: readonly {
-    cells: readonly string[];
-    reason: LeadImportSkipReason;
-}[]): string;
-/**
- * The lead sources a file names that the org's list would refuse
- * (AGL-3298), each once, as the file spelled it — the drawer's warning
- * before anything is sent. Judged the way the server judges a NEW lead,
- * so a value the list holds but has deactivated is named too; a row
- * merging onto a lead that already holds that value would still pass.
- */
-export declare function leadImportUnknownLeadSources(rows: readonly LeadImportRawRow[], picklist: CrmPicklist): string[];

package/src/lib/model/crm-lead-import.js

@@ -1,446 +0,0 @@
-import { _ as _object_without_properties_loose } from "@swc/helpers/_/_object_without_properties_loose";
-/**
- * @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.
- */ /**
- * BRINGING A SPREADSHEET OF LEADS INTO THE CRM — the pure half (AGL-2701).
- *
- * The contact import's three stages (`crm-import.ts`) over the lead
- * vocabulary. A lead is the one CRM record a person does not type: it is
- * what a capture door wrote when somebody signed up, booked or submitted a
- * form, plus the working state the team wrote on top. A file therefore
- * carries HALF a lead — the person, and the team's annotations — and the
- * capture half is the door's to write.
- *
- * ## The address is the identity, because it is the document id
- *
- * A lead lives at `hosts/{hostId}/leads/{personKey}`, and `personKey` is
- * the sha256 of the normalized address. So the address is not merely the
- * one required cell: it is the row's name. A cell the normalizer cannot
- * read is refused as `invalid-email`, and two rows of one file that
- * normalize to the same address are one person — the second is skipped as
- * `duplicate` rather than merged onto the first, for the reason the
- * contacts import gives: one person reported once created and once merged
- * is a number the operator cannot reconcile against the rows they sent.
- *
- * ## What a file may NOT say
- *
- * The export's `Sources`, `First seen`, `Last seen` and `Captures` columns
- * are the capture door's own record of what the visitor did, and
- * `Converted` is stamped by `crm/lead-convert` after the contact exists.
- * None of them is a field here, so the mapping leaves those columns
- * unmapped rather than mis-mapping them — a file that could write
- * "first seen" could rewrite the history it is supposed to describe. The
- * organization-level file's `Site` column is left out for a second reason:
- * the site is the drawer's question and the route's permission is granted
- * for that ONE site, so a cell must not be able to redirect a row to
- * another.
- *
- * ## Qualified is a conversion, not a status a cell can claim
- *
- * `qualified` means a lead BECAME a contact, and `convertedContactId`
- * beside it names the contact that was really created. Only the convert
- * route writes the pair, so the list's own status control offers new,
- * working and unqualified and nothing else. A cell naming `qualified` is
- * dropped and reported here for the same reason: a status claiming a
- * conversion that never happened would show a contact link to nowhere.
- *
- * ## A bad cell is dropped and named; a bad row is skipped and named
- *
- * The address is the only cell that can make a row unstorable. An
- * unreadable status, or an unqualified reason with no unqualified status
- * to belong to, is left off the lead and REPORTED under
- * {@link LeadImportRow.dropped}, so the operator learns that a column went
- * nowhere rather than discovering it weeks later.
- */ import { CONTAINER_MEMBERSHIP_CAP } from "@aglyn/aglyn/app-utils/container-membership";
-import { normalizeContactEmail } from "@aglyn/aglyn/app-utils/contacts";
-import { CRM_LEAD_STATUS_LABELS, CRM_LEAD_STATUSES, CRM_LEAD_TEXT_MAX, isCrmLeadStatus, judgeCrmLeadSource, normalizeCrmPicklistLabel, normalizeCrmLeadTags, normalizeCompanyWebsite } from "@aglyn/aglyn/app-utils/crm";
-import { normalizeAddress, normalizePhone } from "@aglyn/aglyn/foundation/definitions/contact.types";
-import { CSV_IMPORT_CHUNK_SIZE, CSV_IMPORT_MAX_BODY_BYTES, CSV_IMPORT_MAX_ROWS, CSV_IMPORT_PREVIEW_ROWS, emptyImportResult, guessImportMapping, importAliasKeys, importSkippedCsv, importTextValue, mapImportRow, mergeImportResults } from "@aglyn/aglyn/app-utils/csv-import";
-/** The shared ceilings, under this collection's names. */ export const LEAD_IMPORT_MAX_ROWS = CSV_IMPORT_MAX_ROWS;
-export const LEAD_IMPORT_CHUNK_SIZE = CSV_IMPORT_CHUNK_SIZE;
-export const LEAD_IMPORT_MAX_BODY_BYTES = CSV_IMPORT_MAX_BODY_BYTES;
-export const LEAD_IMPORT_PREVIEW_ROWS = CSV_IMPORT_PREVIEW_ROWS;
-/** The same caps the lead's own cards hold a typed value to. */ export const LEAD_IMPORT_NOTES_MAX = 4000;
-export const LEAD_IMPORT_REASON_MAX = 500;
-/** A person's name, capped where every other import caps one. */ const NAME_MAX = 120;
-/**
- * The statuses a file may set.
- *
- * The list's own status control offers exactly these four, and for the
- * reason given above: `qualified` is written by the conversion, beside the
- * contact it produced.
- */ export const LEAD_IMPORT_STATUSES = CRM_LEAD_STATUSES.filter((status)=>status !== 'qualified');
-/**
- * The fields a column may be mapped to, in the order the mapping menu
- * lists them.
- *
- * The lead's own profile (AGL-3231) — company, title, phone, website, the
- * lead source, the address parts and tags — is what a list from another
- * tool actually carries, and the reason a lead can be worked without a
- * contact beside it. They read under the same labels the contacts import
- * uses, so one spreadsheet maps the same way into either.
- */ export const LEAD_IMPORT_FIELDS = [
-    'email',
-    'name',
-    'company',
-    'jobTitle',
-    'phone',
-    'website',
-    'leadSource',
-    'status',
-    'ownerEmail',
-    'addressLine1',
-    'addressLine2',
-    'addressCity',
-    'addressState',
-    'addressPostalCode',
-    'addressCountry',
-    'tags',
-    'campaigns',
-    'unqualifiedReason',
-    'notes'
-];
-/** How each field reads in the mapping menu. Typed so a field cannot ship unlabeled. */ export const LEAD_IMPORT_FIELD_LABELS = {
-    email: 'Email (required)',
-    name: 'Name',
-    company: 'Company name',
-    jobTitle: 'Job title',
-    phone: 'Phone',
-    website: 'Website',
-    leadSource: 'Lead source',
-    status: 'Status (new, nurturing, working, unqualified)',
-    ownerEmail: 'Owner (team member email)',
-    addressLine1: 'Address line 1',
-    addressLine2: 'Address line 2',
-    addressCity: 'City',
-    addressState: 'State or region',
-    addressPostalCode: 'Postal code',
-    addressCountry: 'Country (two-letter code)',
-    tags: 'Tags (comma or | separated)',
-    campaigns: 'Campaigns (by name, comma or | separated)',
-    unqualifiedReason: 'Unqualified reason',
-    notes: 'Notes'
-};
-/**
- * Header aliases per field, matched after the shared header normalization.
- *
- * First in each list is the header this CRM's own leads export writes, so
- * an export re-imports without a hand mapping; the export's Sources, First
- * seen, Last seen, Captures, Converted and Site columns are deliberately
- * absent from every list, so they land on "Do not import".
- */ const FIELD_ALIASES = {
-    email: [
-        'email',
-        'email address',
-        'e mail',
-        'mail',
-        'contact email',
-        'work email'
-    ],
-    name: [
-        'name',
-        'full name',
-        'lead',
-        'lead name',
-        'contact',
-        'contact name',
-        'person'
-    ],
-    company: [
-        'company',
-        'company name',
-        'organization',
-        'organisation',
-        'account',
-        'account name',
-        'employer'
-    ],
-    jobTitle: [
-        'job title',
-        'title',
-        'position',
-        'role',
-        'headline'
-    ],
-    phone: [
-        'phone',
-        'phone number',
-        'mobile',
-        'mobile phone',
-        'telephone',
-        'tel',
-        'cell'
-    ],
-    website: [
-        'website',
-        'web site',
-        'url',
-        'company website',
-        'company domain',
-        'domain'
-    ],
-    leadSource: [
-        'lead source',
-        'source',
-        'origin',
-        'channel',
-        'campaign'
-    ],
-    status: [
-        'status',
-        'lead status',
-        'stage',
-        'lead stage'
-    ],
-    ownerEmail: [
-        'owner',
-        'owner email',
-        'assigned to',
-        'assignee',
-        'rep',
-        'sales rep'
-    ],
-    addressLine1: [
-        'address',
-        'address line 1',
-        'street',
-        'street address',
-        'address 1'
-    ],
-    addressLine2: [
-        'address line 2',
-        'address 2',
-        'suite',
-        'apartment'
-    ],
-    addressCity: [
-        'city',
-        'town',
-        'locality'
-    ],
-    addressState: [
-        'state',
-        'state or region',
-        'region',
-        'province',
-        'county'
-    ],
-    addressPostalCode: [
-        'postal code',
-        'postcode',
-        'zip',
-        'zip code'
-    ],
-    addressCountry: [
-        'country',
-        'country code'
-    ],
-    tags: [
-        'tags',
-        'tag',
-        'labels',
-        'lists'
-    ],
-    // `campaign` alone stays the lead source's: another tool's "Campaign"
-    // column names where the person came from, not one of this site's
-    // containers (AGL-3254).
-    campaigns: [
-        'campaigns',
-        'campaign names',
-        'in campaigns',
-        'email campaigns'
-    ],
-    unqualifiedReason: [
-        'unqualified reason',
-        'reason',
-        'disqualified reason',
-        'lost reason',
-        'reason lost'
-    ],
-    notes: [
-        'notes',
-        'note',
-        'description',
-        'comments',
-        'details'
-    ]
-};
-const FIELD_ALIAS_KEYS = importAliasKeys(LEAD_IMPORT_FIELDS, FIELD_ALIASES);
-/** A proposed mapping from a file's header row, each field taken at most once. */ export function guessLeadImportMapping(columns) {
-    return guessImportMapping(columns, LEAD_IMPORT_FIELDS, FIELD_ALIAS_KEYS);
-}
-/** One parsed line under the mapping. Empty cells are left absent; a lead has no custom fields. */ export function mapLeadImportRow(cells, mapping) {
-    const _mapImportRow = mapImportRow(cells, mapping), { custom: _custom } = _mapImportRow, row = _object_without_properties_loose(_mapImportRow, [
-        "custom"
-    ]);
-    return row;
-}
-/** How a skip reason reads on screen and in the downloaded file. */ export const LEAD_IMPORT_SKIP_LABELS = {
-    'invalid-email': 'No usable email address',
-    duplicate: 'The same address appears earlier in this file',
-    'lead-ceiling': 'This site is at the platform lead limit',
-    'campaign-unknown': 'Names a campaign this site does not have',
-    'lead-source-unknown': "Names a lead source that isn't one of this organization's active values",
-    'write-failed': 'Could not be saved'
-};
-/** The most campaigns one row may name — the membership field's own cap. */ export const LEAD_IMPORT_CAMPAIGNS_MAX = CONTAINER_MEMBERSHIP_CAP;
-/**
- * A status cell by id or by label — `working`, `Working` and `WORKING` are
- * one status. `null` for a cell naming no status a file may set, which
- * includes the well-spelled `Qualified` the export writes for a converted
- * lead.
- */ export function parseImportLeadStatus(value) {
-    var _LEAD_IMPORT_STATUSES_find;
-    const text = String(value != null ? value : '').trim().toLowerCase();
-    if (!text) return null;
-    const byId = isCrmLeadStatus(text) ? text : null;
-    const byLabel = (_LEAD_IMPORT_STATUSES_find = LEAD_IMPORT_STATUSES.find((status)=>CRM_LEAD_STATUS_LABELS[status].toLowerCase() === text)) != null ? _LEAD_IMPORT_STATUSES_find : null;
-    const status = byId != null ? byId : byLabel;
-    return status && LEAD_IMPORT_STATUSES.includes(status) ? status : null;
-}
-/**
- * One raw row as the values that will be written, or the reason it cannot
- * be. Refused here only for an unusable address, because the address is
- * the document id; the owner is refused by the server, which alone can
- * look them up.
- */ export function normalizeLeadImportRow(raw) {
-    var _importTextValue, _raw_tags, _raw_campaigns;
-    var _importTextValue1, _importTextValue2, _importTextValue3, _importTextValue4;
-    const emailText = (_importTextValue = importTextValue(raw.email, 320)) != null ? _importTextValue : '';
-    const email = normalizeContactEmail(emailText);
-    if (!email) {
-        return {
-            ok: false,
-            reason: 'invalid-email',
-            input: emailText
-        };
-    }
-    const dropped = [];
-    const drop = (field, value)=>{
-        dropped.push({
-            field,
-            value: String(value != null ? value : '').trim()
-        });
-    };
-    const row = {
-        email,
-        profile: {},
-        dropped
-    };
-    const name = (_importTextValue1 = importTextValue(raw.name, NAME_MAX)) == null ? void 0 : _importTextValue1.replace(/\s+/g, ' ');
-    if (name) row.name = name;
-    /*
-   * The profile (AGL-3231), field by field, each through the normalizer
-   * the record's own card runs. A phone or a website the normalizer cannot
-   * read is dropped and reported rather than stored as typed, because the
-   * record renders both as links; the country is the one address part the
-   * address normalizer drops silently — a typed name is not a code — so it
-   * is the one part the report has to name.
-   */ const company = (_importTextValue2 = importTextValue(raw.company, CRM_LEAD_TEXT_MAX)) == null ? void 0 : _importTextValue2.replace(/\s+/g, ' ');
-    if (company) row.profile.company = company;
-    const jobTitle = (_importTextValue3 = importTextValue(raw.jobTitle, CRM_LEAD_TEXT_MAX)) == null ? void 0 : _importTextValue3.replace(/\s+/g, ' ');
-    if (jobTitle) row.profile.jobTitle = jobTitle;
-    const leadSource = (_importTextValue4 = importTextValue(raw.leadSource, CRM_LEAD_TEXT_MAX)) == null ? void 0 : _importTextValue4.replace(/\s+/g, ' ');
-    if (leadSource) row.profile.leadSource = leadSource;
-    const phoneText = importTextValue(raw.phone, 64);
-    if (phoneText) {
-        const phone = normalizePhone(phoneText);
-        if (phone) row.profile.phone = phone;
-        else drop('phone', phoneText);
-    }
-    const websiteText = importTextValue(raw.website, 320);
-    if (websiteText) {
-        const website = normalizeCompanyWebsite(websiteText);
-        if (website) row.profile.website = website;
-        else drop('website', websiteText);
-    }
-    const address = normalizeAddress({
-        line1: importTextValue(raw.addressLine1, 200),
-        line2: importTextValue(raw.addressLine2, 200),
-        city: importTextValue(raw.addressCity, 120),
-        state: importTextValue(raw.addressState, 120),
-        postalCode: importTextValue(raw.addressPostalCode, 32),
-        country: importTextValue(raw.addressCountry, 8)
-    });
-    if (address) row.profile.address = address;
-    const countryText = importTextValue(raw.addressCountry, 64);
-    if (countryText && !(address == null ? void 0 : address.country)) drop('addressCountry', countryText);
-    const tags = normalizeCrmLeadTags(String((_raw_tags = raw.tags) != null ? _raw_tags : '').split(/[,|]/).map((tag)=>tag.trim()));
-    if (tags.length) row.profile.tags = tags;
-    // Names, trimmed and deduplicated as typed; the server matches them to
-    // the site's campaigns without regard to case.
-    const campaigns = [
-        ...new Set(String((_raw_campaigns = raw.campaigns) != null ? _raw_campaigns : '').split(/[,|]/).map((name)=>name.trim().replace(/\s+/g, ' ')).filter(Boolean))
-    ].slice(0, LEAD_IMPORT_CAMPAIGNS_MAX);
-    if (campaigns.length) row.campaigns = campaigns;
-    const statusText = importTextValue(raw.status, 32);
-    if (statusText) {
-        const status = parseImportLeadStatus(statusText);
-        if (status) row.status = status;
-        else drop('status', statusText);
-    }
-    const ownerText = importTextValue(raw.ownerEmail, 320);
-    if (ownerText) {
-        const owner = normalizeContactEmail(ownerText);
-        if (owner) row.ownerEmail = owner;
-        else drop('ownerEmail', ownerText);
-    }
-    /*
-   * The reason belongs to the status: it is what an unqualified lead was
-   * closed FOR, and on a lead that is not unqualified it describes
-   * nothing. A row that carries one without the other keeps the status and
-   * reports the reason, so a mis-mapped column is visible rather than
-   * stored where nothing reads it.
-   */ const reasonText = importTextValue(raw.unqualifiedReason, LEAD_IMPORT_REASON_MAX);
-    if (reasonText) {
-        if (row.status === 'unqualified') row.unqualifiedReason = reasonText;
-        else drop('unqualifiedReason', reasonText);
-    }
-    const notes = importTextValue(raw.notes, LEAD_IMPORT_NOTES_MAX);
-    if (notes) row.notes = notes;
-    return {
-        ok: true,
-        row
-    };
-}
-export function emptyLeadImportResult() {
-    return emptyImportResult();
-}
-export function mergeLeadImportResults(total, chunk, offset = 0) {
-    return mergeImportResults(total, chunk, offset);
-}
-/** The skipped rows as a file the operator can fix and re-import. */ export function leadImportSkippedCsv(columns, entries) {
-    return importSkippedCsv(columns, entries, LEAD_IMPORT_SKIP_LABELS);
-}
-/**
- * The lead sources a file names that the org's list would refuse
- * (AGL-3298), each once, as the file spelled it — the drawer's warning
- * before anything is sent. Judged the way the server judges a NEW lead,
- * so a value the list holds but has deactivated is named too; a row
- * merging onto a lead that already holds that value would still pass.
- */ export function leadImportUnknownLeadSources(rows, picklist) {
-    const unknown = new Map();
-    for (const row of rows){
-        const label = normalizeCrmPicklistLabel(row.leadSource);
-        if (!label || unknown.has(label.toLowerCase())) continue;
-        if (!judgeCrmLeadSource(picklist, label).ok) unknown.set(label.toLowerCase(), label);
-    }
-    return [
-        ...unknown.values()
-    ];
-}
-
-//# sourceMappingURL=crm-lead-import.js.map

package/src/lib/model/crm-lead-import.js.map

@@ -1 +0,0 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-lead-import.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 * BRINGING A SPREADSHEET OF LEADS INTO THE CRM — the pure half (AGL-2701).\n *\n * The contact import's three stages (`crm-import.ts`) over the lead\n * vocabulary. A lead is the one CRM record a person does not type: it is\n * what a capture door wrote when somebody signed up, booked or submitted a\n * form, plus the working state the team wrote on top. A file therefore\n * carries HALF a lead — the person, and the team's annotations — and the\n * capture half is the door's to write.\n *\n * ## The address is the identity, because it is the document id\n *\n * A lead lives at `hosts/{hostId}/leads/{personKey}`, and `personKey` is\n * the sha256 of the normalized address. So the address is not merely the\n * one required cell: it is the row's name. A cell the normalizer cannot\n * read is refused as `invalid-email`, and two rows of one file that\n * normalize to the same address are one person — the second is skipped as\n * `duplicate` rather than merged onto the first, for the reason the\n * contacts import gives: one person reported once created and once merged\n * is a number the operator cannot reconcile against the rows they sent.\n *\n * ## What a file may NOT say\n *\n * The export's `Sources`, `First seen`, `Last seen` and `Captures` columns\n * are the capture door's own record of what the visitor did, and\n * `Converted` is stamped by `crm/lead-convert` after the contact exists.\n * None of them is a field here, so the mapping leaves those columns\n * unmapped rather than mis-mapping them — a file that could write\n * \"first seen\" could rewrite the history it is supposed to describe. The\n * organization-level file's `Site` column is left out for a second reason:\n * the site is the drawer's question and the route's permission is granted\n * for that ONE site, so a cell must not be able to redirect a row to\n * another.\n *\n * ## Qualified is a conversion, not a status a cell can claim\n *\n * `qualified` means a lead BECAME a contact, and `convertedContactId`\n * beside it names the contact that was really created. Only the convert\n * route writes the pair, so the list's own status control offers new,\n * working and unqualified and nothing else. A cell naming `qualified` is\n * dropped and reported here for the same reason: a status claiming a\n * conversion that never happened would show a contact link to nowhere.\n *\n * ## A bad cell is dropped and named; a bad row is skipped and named\n *\n * The address is the only cell that can make a row unstorable. An\n * unreadable status, or an unqualified reason with no unqualified status\n * to belong to, is left off the lead and REPORTED under\n * {@link LeadImportRow.dropped}, so the operator learns that a column went\n * nowhere rather than discovering it weeks later.\n */\n\nimport { CONTAINER_MEMBERSHIP_CAP } from '@aglyn/aglyn/app-utils/container-membership'\nimport { normalizeContactEmail } from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_STATUSES,\n  CRM_LEAD_TEXT_MAX,\n  type CrmLeadProfile,\n  type CrmLeadStatus,\n  type CrmPicklist,\n  isCrmLeadStatus,\n  judgeCrmLeadSource,\n  normalizeCrmPicklistLabel,\n  normalizeCrmLeadTags,\n  normalizeCompanyWebsite,\n} from '@aglyn/aglyn/app-utils/crm'\nimport {\n  normalizeAddress,\n  normalizePhone,\n} from '@aglyn/aglyn/foundation/definitions/contact.types'\nimport {\n  CSV_IMPORT_CHUNK_SIZE,\n  CSV_IMPORT_MAX_BODY_BYTES,\n  CSV_IMPORT_MAX_ROWS,\n  CSV_IMPORT_PREVIEW_ROWS,\n  emptyImportResult,\n  guessImportMapping,\n  importAliasKeys,\n  type ImportChunkResult,\n  type ImportDroppedValue,\n  importSkippedCsv,\n  importTextValue,\n  mapImportRow,\n  mergeImportResults,\n} from '@aglyn/aglyn/app-utils/csv-import'\n\n/** The shared ceilings, under this collection's names. */\nexport const LEAD_IMPORT_MAX_ROWS = CSV_IMPORT_MAX_ROWS\nexport const LEAD_IMPORT_CHUNK_SIZE = CSV_IMPORT_CHUNK_SIZE\nexport const LEAD_IMPORT_MAX_BODY_BYTES = CSV_IMPORT_MAX_BODY_BYTES\nexport const LEAD_IMPORT_PREVIEW_ROWS = CSV_IMPORT_PREVIEW_ROWS\n\n/** The same caps the lead's own cards hold a typed value to. */\nexport const LEAD_IMPORT_NOTES_MAX = 4000\nexport const LEAD_IMPORT_REASON_MAX = 500\n\n/** A person's name, capped where every other import caps one. */\nconst NAME_MAX = 120\n\n/**\n * The statuses a file may set.\n *\n * The list's own status control offers exactly these four, and for the\n * reason given above: `qualified` is written by the conversion, beside the\n * contact it produced.\n */\nexport const LEAD_IMPORT_STATUSES: readonly CrmLeadStatus[] =\n  CRM_LEAD_STATUSES.filter((status) => status !== 'qualified')\n\n/**\n * The fields a column may be mapped to, in the order the mapping menu\n * lists them.\n *\n * The lead's own profile (AGL-3231) — company, title, phone, website, the\n * lead source, the address parts and tags — is what a list from another\n * tool actually carries, and the reason a lead can be worked without a\n * contact beside it. They read under the same labels the contacts import\n * uses, so one spreadsheet maps the same way into either.\n */\nexport const LEAD_IMPORT_FIELDS = [\n  'email',\n  'name',\n  'company',\n  'jobTitle',\n  'phone',\n  'website',\n  'leadSource',\n  'status',\n  'ownerEmail',\n  'addressLine1',\n  'addressLine2',\n  'addressCity',\n  'addressState',\n  'addressPostalCode',\n  'addressCountry',\n  'tags',\n  'campaigns',\n  'unqualifiedReason',\n  'notes',\n] as const\n\nexport type LeadImportField = (typeof LEAD_IMPORT_FIELDS)[number]\n\n/** How each field reads in the mapping menu. Typed so a field cannot ship unlabeled. */\nexport const LEAD_IMPORT_FIELD_LABELS: Record<LeadImportField, string> = {\n  email: 'Email (required)',\n  name: 'Name',\n  company: 'Company name',\n  jobTitle: 'Job title',\n  phone: 'Phone',\n  website: 'Website',\n  leadSource: 'Lead source',\n  status: 'Status (new, nurturing, working, unqualified)',\n  ownerEmail: 'Owner (team member email)',\n  addressLine1: 'Address line 1',\n  addressLine2: 'Address line 2',\n  addressCity: 'City',\n  addressState: 'State or region',\n  addressPostalCode: 'Postal code',\n  addressCountry: 'Country (two-letter code)',\n  tags: 'Tags (comma or | separated)',\n  campaigns: 'Campaigns (by name, comma or | separated)',\n  unqualifiedReason: 'Unqualified reason',\n  notes: 'Notes',\n}\n\n/**\n * Header aliases per field, matched after the shared header normalization.\n *\n * First in each list is the header this CRM's own leads export writes, so\n * an export re-imports without a hand mapping; the export's Sources, First\n * seen, Last seen, Captures, Converted and Site columns are deliberately\n * absent from every list, so they land on \"Do not import\".\n */\nconst FIELD_ALIASES: Record<LeadImportField, readonly string[]> = {\n  email: ['email', 'email address', 'e mail', 'mail', 'contact email', 'work email'],\n  name: ['name', 'full name', 'lead', 'lead name', 'contact', 'contact name', 'person'],\n  company: [\n    'company',\n    'company name',\n    'organization',\n    'organisation',\n    'account',\n    'account name',\n    'employer',\n  ],\n  jobTitle: ['job title', 'title', 'position', 'role', 'headline'],\n  phone: ['phone', 'phone number', 'mobile', 'mobile phone', 'telephone', 'tel', 'cell'],\n  website: ['website', 'web site', 'url', 'company website', 'company domain', 'domain'],\n  leadSource: ['lead source', 'source', 'origin', 'channel', 'campaign'],\n  status: ['status', 'lead status', 'stage', 'lead stage'],\n  ownerEmail: ['owner', 'owner email', 'assigned to', 'assignee', 'rep', 'sales rep'],\n  addressLine1: ['address', 'address line 1', 'street', 'street address', 'address 1'],\n  addressLine2: ['address line 2', 'address 2', 'suite', 'apartment'],\n  addressCity: ['city', 'town', 'locality'],\n  addressState: ['state', 'state or region', 'region', 'province', 'county'],\n  addressPostalCode: ['postal code', 'postcode', 'zip', 'zip code'],\n  addressCountry: ['country', 'country code'],\n  tags: ['tags', 'tag', 'labels', 'lists'],\n  // `campaign` alone stays the lead source's: another tool's \"Campaign\"\n  // column names where the person came from, not one of this site's\n  // containers (AGL-3254).\n  campaigns: ['campaigns', 'campaign names', 'in campaigns', 'email campaigns'],\n  unqualifiedReason: [\n    'unqualified reason',\n    'reason',\n    'disqualified reason',\n    'lost reason',\n    'reason lost',\n  ],\n  notes: ['notes', 'note', 'description', 'comments', 'details'],\n}\n\nconst FIELD_ALIAS_KEYS = importAliasKeys(LEAD_IMPORT_FIELDS, FIELD_ALIASES)\n\n/** Column index → field. A column absent from the map is not imported. */\nexport type LeadImportMapping = Record<number, LeadImportField>\n\n/** A proposed mapping from a file's header row, each field taken at most once. */\nexport function guessLeadImportMapping(columns: readonly string[]): LeadImportMapping {\n  return guessImportMapping(columns, LEAD_IMPORT_FIELDS, FIELD_ALIAS_KEYS)\n}\n\n/**\n * What the browser posts for one line: the cells the mapping selected,\n * under the field they were mapped to, verbatim. `unknown` because the\n * server reads this off an untrusted body.\n */\nexport type LeadImportRawRow = Partial<Record<LeadImportField, unknown>>\n\n/** One parsed line under the mapping. Empty cells are left absent; a lead has no custom fields. */\nexport function mapLeadImportRow(\n  cells: readonly string[],\n  mapping: Record<number, LeadImportField | `custom:${string}`>,\n): LeadImportRawRow {\n  const { custom: _custom, ...row } = mapImportRow(cells, mapping)\n  return row\n}\n\nexport type LeadImportSkipReason =\n  | 'invalid-email'\n  | 'duplicate'\n  | 'lead-ceiling'\n  | 'campaign-unknown'\n  | 'lead-source-unknown'\n  | 'write-failed'\n\n/** How a skip reason reads on screen and in the downloaded file. */\nexport const LEAD_IMPORT_SKIP_LABELS: Record<LeadImportSkipReason, string> = {\n  'invalid-email': 'No usable email address',\n  duplicate: 'The same address appears earlier in this file',\n  'lead-ceiling': 'This site is at the platform lead limit',\n  'campaign-unknown': 'Names a campaign this site does not have',\n  'lead-source-unknown':\n    \"Names a lead source that isn't one of this organization's active values\",\n  'write-failed': 'Could not be saved',\n}\n\n/** The most campaigns one row may name — the membership field's own cap. */\nexport const LEAD_IMPORT_CAMPAIGNS_MAX = CONTAINER_MEMBERSHIP_CAP\n\n/** One row, ready for the server to resolve and write. */\nexport interface LeadImportRow {\n  /** Normalized — the address `personKey` derives the document id from. */\n  email: string\n  name?: string\n  /**\n   * The lead's own profile, already normalized the way the record stores\n   * it (AGL-3231): a key present is a value to write, a key absent leaves\n   * an existing lead's value alone. Never a clear — a blank cell in a file\n   * is a cell nobody filled, not a decision to erase what the site knows.\n   */\n  profile: CrmLeadProfile\n  /**\n   * The campaigns the row files the lead under (AGL-3254), by NAME as the\n   * file wrote them: the server resolves each against the site's own\n   * containers and refuses the row whole when one is not there, because a\n   * row filed under half its campaigns is a row nobody asked for.\n   */\n  campaigns?: string[]\n  /** Absent leaves an existing lead's status alone and a new one reading as `new`. */\n  status?: CrmLeadStatus\n  /** Normalized, for the server to resolve against the org's members. */\n  ownerEmail?: string\n  /** Only ever set beside `status: 'unqualified'` — the pair is one fact. */\n  unqualifiedReason?: string\n  notes?: string\n  dropped: ImportDroppedValue[]\n}\n\nexport type LeadImportRowVerdict =\n  | { ok: true; row: LeadImportRow }\n  | { ok: false; reason: 'invalid-email'; input: string }\n\n/**\n * A status cell by id or by label — `working`, `Working` and `WORKING` are\n * one status. `null` for a cell naming no status a file may set, which\n * includes the well-spelled `Qualified` the export writes for a converted\n * lead.\n */\nexport function parseImportLeadStatus(value: unknown): CrmLeadStatus | null {\n  const text = String(value ?? '')\n    .trim()\n    .toLowerCase()\n  if (!text) return null\n  const byId = isCrmLeadStatus(text) ? text : null\n  const byLabel =\n    LEAD_IMPORT_STATUSES.find(\n      (status) => CRM_LEAD_STATUS_LABELS[status].toLowerCase() === text,\n    ) ?? null\n  const status = byId ?? byLabel\n  return status && LEAD_IMPORT_STATUSES.includes(status) ? status : null\n}\n\n/**\n * One raw row as the values that will be written, or the reason it cannot\n * be. Refused here only for an unusable address, because the address is\n * the document id; the owner is refused by the server, which alone can\n * look them up.\n */\nexport function normalizeLeadImportRow(raw: LeadImportRawRow): LeadImportRowVerdict {\n  const emailText = importTextValue(raw.email, 320) ?? ''\n  const email = normalizeContactEmail(emailText)\n  if (!email) {\n    return { ok: false, reason: 'invalid-email', input: emailText }\n  }\n  const dropped: ImportDroppedValue[] = []\n  const drop = (field: LeadImportField, value: unknown) => {\n    dropped.push({ field, value: String(value ?? '').trim() })\n  }\n  const row: LeadImportRow = { email, profile: {}, dropped }\n\n  const name = importTextValue(raw.name, NAME_MAX)?.replace(/\\s+/g, ' ')\n  if (name) row.name = name\n\n  /*\n   * The profile (AGL-3231), field by field, each through the normalizer\n   * the record's own card runs. A phone or a website the normalizer cannot\n   * read is dropped and reported rather than stored as typed, because the\n   * record renders both as links; the country is the one address part the\n   * address normalizer drops silently — a typed name is not a code — so it\n   * is the one part the report has to name.\n   */\n  const company = importTextValue(raw.company, CRM_LEAD_TEXT_MAX)?.replace(/\\s+/g, ' ')\n  if (company) row.profile.company = company\n  const jobTitle = importTextValue(raw.jobTitle, CRM_LEAD_TEXT_MAX)?.replace(/\\s+/g, ' ')\n  if (jobTitle) row.profile.jobTitle = jobTitle\n  const leadSource = importTextValue(raw.leadSource, CRM_LEAD_TEXT_MAX)?.replace(\n    /\\s+/g,\n    ' ',\n  )\n  if (leadSource) row.profile.leadSource = leadSource\n  const phoneText = importTextValue(raw.phone, 64)\n  if (phoneText) {\n    const phone = normalizePhone(phoneText)\n    if (phone) row.profile.phone = phone\n    else drop('phone', phoneText)\n  }\n  const websiteText = importTextValue(raw.website, 320)\n  if (websiteText) {\n    const website = normalizeCompanyWebsite(websiteText)\n    if (website) row.profile.website = website\n    else drop('website', websiteText)\n  }\n  const address = normalizeAddress({\n    line1: importTextValue(raw.addressLine1, 200),\n    line2: importTextValue(raw.addressLine2, 200),\n    city: importTextValue(raw.addressCity, 120),\n    state: importTextValue(raw.addressState, 120),\n    postalCode: importTextValue(raw.addressPostalCode, 32),\n    country: importTextValue(raw.addressCountry, 8),\n  })\n  if (address) row.profile.address = address\n  const countryText = importTextValue(raw.addressCountry, 64)\n  if (countryText && !address?.country) drop('addressCountry', countryText)\n  const tags = normalizeCrmLeadTags(\n    String(raw.tags ?? '')\n      .split(/[,|]/)\n      .map((tag) => tag.trim()),\n  )\n  if (tags.length) row.profile.tags = tags\n\n  // Names, trimmed and deduplicated as typed; the server matches them to\n  // the site's campaigns without regard to case.\n  const campaigns = [\n    ...new Set(\n      String(raw.campaigns ?? '')\n        .split(/[,|]/)\n        .map((name) => name.trim().replace(/\\s+/g, ' '))\n        .filter(Boolean),\n    ),\n  ].slice(0, LEAD_IMPORT_CAMPAIGNS_MAX)\n  if (campaigns.length) row.campaigns = campaigns\n\n  const statusText = importTextValue(raw.status, 32)\n  if (statusText) {\n    const status = parseImportLeadStatus(statusText)\n    if (status) row.status = status\n    else drop('status', statusText)\n  }\n\n  const ownerText = importTextValue(raw.ownerEmail, 320)\n  if (ownerText) {\n    const owner = normalizeContactEmail(ownerText)\n    if (owner) row.ownerEmail = owner\n    else drop('ownerEmail', ownerText)\n  }\n\n  /*\n   * The reason belongs to the status: it is what an unqualified lead was\n   * closed FOR, and on a lead that is not unqualified it describes\n   * nothing. A row that carries one without the other keeps the status and\n   * reports the reason, so a mis-mapped column is visible rather than\n   * stored where nothing reads it.\n   */\n  const reasonText = importTextValue(raw.unqualifiedReason, LEAD_IMPORT_REASON_MAX)\n  if (reasonText) {\n    if (row.status === 'unqualified') row.unqualifiedReason = reasonText\n    else drop('unqualifiedReason', reasonText)\n  }\n\n  const notes = importTextValue(raw.notes, LEAD_IMPORT_NOTES_MAX)\n  if (notes) row.notes = notes\n\n  return { ok: true, row }\n}\n\n/** One row the server did not store, by its index in the request, named by the address. */\nexport interface LeadImportSkippedRow {\n  index: number\n  email: string\n  reason: LeadImportSkipReason\n}\n\n/** What one request did. The drawer sums these across a file. */\nexport type LeadImportChunkResult = ImportChunkResult<LeadImportSkippedRow>\n\nexport function emptyLeadImportResult(): LeadImportChunkResult {\n  return emptyImportResult<LeadImportSkippedRow>()\n}\n\nexport function mergeLeadImportResults(\n  total: LeadImportChunkResult,\n  chunk: LeadImportChunkResult,\n  offset = 0,\n): LeadImportChunkResult {\n  return mergeImportResults(total, chunk, offset)\n}\n\n/** The skipped rows as a file the operator can fix and re-import. */\nexport function leadImportSkippedCsv(\n  columns: readonly string[],\n  entries: readonly { cells: readonly string[]; reason: LeadImportSkipReason }[],\n): string {\n  return importSkippedCsv(columns, entries, LEAD_IMPORT_SKIP_LABELS)\n}\n\n/**\n * The lead sources a file names that the org's list would refuse\n * (AGL-3298), each once, as the file spelled it — the drawer's warning\n * before anything is sent. Judged the way the server judges a NEW lead,\n * so a value the list holds but has deactivated is named too; a row\n * merging onto a lead that already holds that value would still pass.\n */\nexport function leadImportUnknownLeadSources(\n  rows: readonly LeadImportRawRow[],\n  picklist: CrmPicklist,\n): string[] {\n  const unknown = new Map<string, string>()\n  for (const row of rows) {\n    const label = normalizeCrmPicklistLabel(row.leadSource)\n    if (!label || unknown.has(label.toLowerCase())) continue\n    if (!judgeCrmLeadSource(picklist, label).ok) unknown.set(label.toLowerCase(), label)\n  }\n  return 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