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

package/src/lib/model/lead-source-values.d.ts

@@ -1,82 +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 CrmPicklist } from '@aglyn/aglyn/app-utils/crm';
-/**
- * THE LEAD SOURCE LIST'S EDITS (AGL-3298), as pure moves over a picklist.
- *
- * The Fields page applies the ones that touch only the list — add, reorder,
- * sort, activate, deactivate, default — as one client write of the whole
- * document. The two that change what RECORDS hold — a rename and a delete
- * with its replacement — go to `crm/lead-source-values`, which rewrites the
- * list and every lead and contact holding the old label in one request;
- * this module is where both sides agree what each move does.
- */
-/** The route the two record-changing moves are posted to. */
-export declare const CRM_LEAD_SOURCE_VALUES_ROUTE: "crm/lead-source-values";
-export declare const crmLeadSourceValuesRouteUrl: () => string;
-/** What the route is asked. `hostId` or `orgId` names the org, as every CRM route's scope does. */
-export type LeadSourceValuesRequest = {
-    hostId?: string | null;
-    orgId?: string;
-} & ({
-    action: 'rename';
-    valueId: string;
-    label: string;
-} | {
-    action: 'delete';
-    valueId: string;
-    /** An active value's label the records move to, or `null` to clear them. */
-    replaceWith: string | null;
-});
-/** What the route answers. */
-export interface LeadSourceValuesResponse {
-    ok: true;
-    /** How many leads now hold the new label (or none). */
-    leads: number;
-    /**
-     * How many contact FACETS were rewritten — one per holder that held the
-     * old label, so a person two sites both filed under it counts twice.
-     */
-    contacts: number;
-}
-/** Why a move is refused, in the sentence the page shows. */
-export type PicklistMove = {
-    ok: true;
-    picklist: CrmPicklist;
-} | {
-    ok: false;
-    error: string;
-};
-/** Append a value. */
-export declare function addPicklistValue(picklist: CrmPicklist, rawLabel: string): PicklistMove;
-/** Rename a value, keeping its id — the list half of the route's rename. */
-export declare function renamePicklistValue(picklist: CrmPicklist, valueId: string, rawLabel: string): PicklistMove;
-/**
- * Remove a value — the list half of the route's delete. The replacement,
- * when there is one, must be another ACTIVE value: records are not moved
- * onto a value the pickers no longer offer. A default that named the
- * deleted value is cleared.
- */
-export declare function deletePicklistValue(picklist: CrmPicklist, valueId: string, replaceWith: string | null): PicklistMove;
-/** Turn a value on or off. Deactivating the default clears the default. */
-export declare function setPicklistValueActive(picklist: CrmPicklist, valueId: string, active: boolean): CrmPicklist;
-/** Make a value the default for new records, or clear the default with `null`. */
-export declare function setPicklistDefault(picklist: CrmPicklist, valueId: string | null): CrmPicklist;
-/** Move the value at `from` to `to`, the drag and the arrows alike. */
-export declare function movePicklistValue(picklist: CrmPicklist, from: number, to: number): CrmPicklist;
-/** Every value in A–Z order by label, as Salesforce's "Sort alphabetically" does. */
-export declare function sortPicklistValues(picklist: CrmPicklist): CrmPicklist;

package/src/lib/model/lead-source-values.js

@@ -1,149 +0,0 @@
-import { _ as _extends } from "@swc/helpers/_/_extends";
-/**
- * @license
- * Copyright 2026 Aglyn LLC
- *
- * Licensed under the Apache License, Version 2.0 (the "License");
- * you may not use this file except in compliance with the License.
- * You may obtain a copy of the License at
- *
- *   http://www.apache.org/licenses/LICENSE-2.0
- *
- * Unless required by applicable law or agreed to in writing, software
- * distributed under the License is distributed on an "AS IS" BASIS,
- * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
- * See the License for the specific language governing permissions and
- * limitations under the License.
- */ import { crmPicklistValueByLabel, crmPicklistValueId, normalizeCrmPicklistLabel } from "@aglyn/aglyn/app-utils/crm";
-/**
- * THE LEAD SOURCE LIST'S EDITS (AGL-3298), as pure moves over a picklist.
- *
- * The Fields page applies the ones that touch only the list — add, reorder,
- * sort, activate, deactivate, default — as one client write of the whole
- * document. The two that change what RECORDS hold — a rename and a delete
- * with its replacement — go to `crm/lead-source-values`, which rewrites the
- * list and every lead and contact holding the old label in one request;
- * this module is where both sides agree what each move does.
- */ /** The route the two record-changing moves are posted to. */ export const CRM_LEAD_SOURCE_VALUES_ROUTE = 'crm/lead-source-values';
-export const crmLeadSourceValuesRouteUrl = ()=>`/api/${CRM_LEAD_SOURCE_VALUES_ROUTE}`;
-const DUPLICATE = (label)=>`“${label}” is already in the list.`;
-/** Append a value. */ export function addPicklistValue(picklist, rawLabel) {
-    const label = normalizeCrmPicklistLabel(rawLabel);
-    if (!label) return {
-        ok: false,
-        error: 'Enter a name for the value.'
-    };
-    const existing = crmPicklistValueByLabel(picklist, label);
-    if (existing) {
-        return {
-            ok: false,
-            error: existing.active ? DUPLICATE(existing.label) : `“${existing.label}” is in the list, inactive — activate it instead.`
-        };
-    }
-    const value = {
-        id: crmPicklistValueId(label, picklist.values.map((entry)=>entry.id)),
-        label,
-        active: true
-    };
-    return {
-        ok: true,
-        picklist: _extends({}, picklist, {
-            values: [
-                ...picklist.values,
-                value
-            ]
-        })
-    };
-}
-/** Rename a value, keeping its id — the list half of the route's rename. */ export function renamePicklistValue(picklist, valueId, rawLabel) {
-    const label = normalizeCrmPicklistLabel(rawLabel);
-    if (!label) return {
-        ok: false,
-        error: 'Enter a name for the value.'
-    };
-    if (!picklist.values.some((value)=>value.id === valueId)) {
-        return {
-            ok: false,
-            error: 'That value is no longer in the list.'
-        };
-    }
-    const clash = crmPicklistValueByLabel(picklist, label);
-    if (clash && clash.id !== valueId) return {
-        ok: false,
-        error: DUPLICATE(clash.label)
-    };
-    return {
-        ok: true,
-        picklist: _extends({}, picklist, {
-            values: picklist.values.map((value)=>value.id === valueId ? _extends({}, value, {
-                    label
-                }) : value)
-        })
-    };
-}
-/**
- * Remove a value — the list half of the route's delete. The replacement,
- * when there is one, must be another ACTIVE value: records are not moved
- * onto a value the pickers no longer offer. A default that named the
- * deleted value is cleared.
- */ export function deletePicklistValue(picklist, valueId, replaceWith) {
-    if (!picklist.values.some((value)=>value.id === valueId)) {
-        return {
-            ok: false,
-            error: 'That value is no longer in the list.'
-        };
-    }
-    if (replaceWith !== null) {
-        const target = crmPicklistValueByLabel(picklist, replaceWith);
-        if (!target || target.id === valueId || !target.active) {
-            return {
-                ok: false,
-                error: 'Pick an active value to move its records to, or none.'
-            };
-        }
-    }
-    return {
-        ok: true,
-        picklist: {
-            values: picklist.values.filter((value)=>value.id !== valueId),
-            defaultValueId: picklist.defaultValueId === valueId ? null : picklist.defaultValueId
-        }
-    };
-}
-/** Turn a value on or off. Deactivating the default clears the default. */ export function setPicklistValueActive(picklist, valueId, active) {
-    return {
-        values: picklist.values.map((value)=>value.id === valueId ? _extends({}, value, {
-                active
-            }) : value),
-        defaultValueId: !active && picklist.defaultValueId === valueId ? null : picklist.defaultValueId
-    };
-}
-/** Make a value the default for new records, or clear the default with `null`. */ export function setPicklistDefault(picklist, valueId) {
-    const value = picklist.values.find((entry)=>entry.id === valueId);
-    return _extends({}, picklist, {
-        defaultValueId: (value == null ? void 0 : value.active) ? value.id : null
-    });
-}
-/** Move the value at `from` to `to`, the drag and the arrows alike. */ export function movePicklistValue(picklist, from, to) {
-    const size = picklist.values.length;
-    if (from === to || from < 0 || to < 0 || from >= size || to >= size) return picklist;
-    const values = [
-        ...picklist.values
-    ];
-    const [moved] = values.splice(from, 1);
-    values.splice(to, 0, moved);
-    return _extends({}, picklist, {
-        values
-    });
-}
-/** Every value in A–Z order by label, as Salesforce's "Sort alphabetically" does. */ export function sortPicklistValues(picklist) {
-    return _extends({}, picklist, {
-        values: [
-            ...picklist.values
-        ].sort((a, b)=>a.label.localeCompare(b.label, undefined, {
-                sensitivity: 'base'
-            }))
-    });
-}
-
-//# sourceMappingURL=lead-source-values.js.map

package/src/lib/model/lead-source-values.js.map

@@ -1 +0,0 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-source-values.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  type CrmPicklist,\n  type CrmPicklistValue,\n  crmPicklistValueByLabel,\n  crmPicklistValueId,\n  normalizeCrmPicklistLabel,\n} from '@aglyn/aglyn/app-utils/crm'\n\n/**\n * THE LEAD SOURCE LIST'S EDITS (AGL-3298), as pure moves over a picklist.\n *\n * The Fields page applies the ones that touch only the list — add, reorder,\n * sort, activate, deactivate, default — as one client write of the whole\n * document. The two that change what RECORDS hold — a rename and a delete\n * with its replacement — go to `crm/lead-source-values`, which rewrites the\n * list and every lead and contact holding the old label in one request;\n * this module is where both sides agree what each move does.\n */\n\n/** The route the two record-changing moves are posted to. */\nexport const CRM_LEAD_SOURCE_VALUES_ROUTE = 'crm/lead-source-values' as const\n\nexport const crmLeadSourceValuesRouteUrl = (): string => `/api/${CRM_LEAD_SOURCE_VALUES_ROUTE}`\n\n/** What the route is asked. `hostId` or `orgId` names the org, as every CRM route's scope does. */\nexport type LeadSourceValuesRequest = { hostId?: string | null; orgId?: string } & (\n  | { action: 'rename'; valueId: string; label: string }\n  | {\n      action: 'delete'\n      valueId: string\n      /** An active value's label the records move to, or `null` to clear them. */\n      replaceWith: string | null\n    }\n)\n\n/** What the route answers. */\nexport interface LeadSourceValuesResponse {\n  ok: true\n  /** How many leads now hold the new label (or none). */\n  leads: number\n  /**\n   * How many contact FACETS were rewritten — one per holder that held the\n   * old label, so a person two sites both filed under it counts twice.\n   */\n  contacts: number\n}\n\n/** Why a move is refused, in the sentence the page shows. */\nexport type PicklistMove = { ok: true; picklist: CrmPicklist } | { ok: false; error: string }\n\nconst DUPLICATE = (label: string) => `“${label}” is already in the list.`\n\n/** Append a value. */\nexport function addPicklistValue(picklist: CrmPicklist, rawLabel: string): PicklistMove {\n  const label = normalizeCrmPicklistLabel(rawLabel)\n  if (!label) return { ok: false, error: 'Enter a name for the value.' }\n  const existing = crmPicklistValueByLabel(picklist, label)\n  if (existing) {\n    return {\n      ok: false,\n      error: existing.active\n        ? DUPLICATE(existing.label)\n        : `“${existing.label}” is in the list, inactive — activate it instead.`,\n    }\n  }\n  const value: CrmPicklistValue = {\n    id: crmPicklistValueId(\n      label,\n      picklist.values.map((entry) => entry.id),\n    ),\n    label,\n    active: true,\n  }\n  return { ok: true, picklist: { ...picklist, values: [...picklist.values, value] } }\n}\n\n/** Rename a value, keeping its id — the list half of the route's rename. */\nexport function renamePicklistValue(\n  picklist: CrmPicklist,\n  valueId: string,\n  rawLabel: string,\n): PicklistMove {\n  const label = normalizeCrmPicklistLabel(rawLabel)\n  if (!label) return { ok: false, error: 'Enter a name for the value.' }\n  if (!picklist.values.some((value) => value.id === valueId)) {\n    return { ok: false, error: 'That value is no longer in the list.' }\n  }\n  const clash = crmPicklistValueByLabel(picklist, label)\n  if (clash && clash.id !== valueId) return { ok: false, error: DUPLICATE(clash.label) }\n  return {\n    ok: true,\n    picklist: {\n      ...picklist,\n      values: picklist.values.map((value) => (value.id === valueId ? { ...value, label } : value)),\n    },\n  }\n}\n\n/**\n * Remove a value — the list half of the route's delete. The replacement,\n * when there is one, must be another ACTIVE value: records are not moved\n * onto a value the pickers no longer offer. A default that named the\n * deleted value is cleared.\n */\nexport function deletePicklistValue(\n  picklist: CrmPicklist,\n  valueId: string,\n  replaceWith: string | null,\n): PicklistMove {\n  if (!picklist.values.some((value) => value.id === valueId)) {\n    return { ok: false, error: 'That value is no longer in the list.' }\n  }\n  if (replaceWith !== null) {\n    const target = crmPicklistValueByLabel(picklist, replaceWith)\n    if (!target || target.id === valueId || !target.active) {\n      return { ok: false, error: 'Pick an active value to move its records to, or none.' }\n    }\n  }\n  return {\n    ok: true,\n    picklist: {\n      values: picklist.values.filter((value) => value.id !== valueId),\n      defaultValueId: picklist.defaultValueId === valueId ? null : picklist.defaultValueId,\n    },\n  }\n}\n\n/** Turn a value on or off. Deactivating the default clears the default. */\nexport function setPicklistValueActive(\n  picklist: CrmPicklist,\n  valueId: string,\n  active: boolean,\n): CrmPicklist {\n  return {\n    values: picklist.values.map((value) => (value.id === valueId ? { ...value, active } : value)),\n    defaultValueId:\n      !active && picklist.defaultValueId === valueId ? null : picklist.defaultValueId,\n  }\n}\n\n/** Make a value the default for new records, or clear the default with `null`. */\nexport function setPicklistDefault(picklist: CrmPicklist, valueId: string | null): CrmPicklist {\n  const value = picklist.values.find((entry) => entry.id === valueId)\n  return { ...picklist, defaultValueId: value?.active ? value.id : null }\n}\n\n/** Move the value at `from` to `to`, the drag and the arrows alike. */\nexport function movePicklistValue(picklist: CrmPicklist, from: number, to: number): CrmPicklist {\n  const size = picklist.values.length\n  if (from === to || from < 0 || to < 0 || from >= size || to >= size) return picklist\n  const values = [...picklist.values]\n  const [moved] = values.splice(from, 1)\n  values.splice(to, 0, moved)\n  return { ...picklist, values }\n}\n\n/** Every value in A–Z order by label, as Salesforce's \"Sort alphabetically\" does. */\nexport function sortPicklistValues(picklist: CrmPicklist): CrmPicklist {\n  return {\n    ...picklist,\n    values: [...picklist.values].sort((a, b) =>\n      a.label.localeCompare(b.label, undefined, { sensitivity: 'base' }),\n    ),\n  }\n}\n"],"names":["crmPicklistValueByLabel","crmPicklistValueId","normalizeCrmPicklistLabel","CRM_LEAD_SOURCE_VALUES_ROUTE","crmLeadSourceValuesRouteUrl","DUPLICATE","label","addPicklistValue","picklist","rawLabel","ok","error","existing","active","value","id","values","map","entry","renamePicklistValue","valueId","some","clash","deletePicklistValue","replaceWith","target","filter","defaultValueId","setPicklistValueActive","setPicklistDefault","find","movePicklistValue","from","to","size","length","moved","splice","sortPicklistValues","sort","a","b","localeCompare","undefined","sensitivity"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAGEA,uBAAuB,EACvBC,kBAAkB,EAClBC,yBAAyB,QACpB,6BAA4B;AAEnC;;;;;;;;;CASC,GAED,2DAA2D,GAC3D,OAAO,MAAMC,+BAA+B,yBAAiC;AAE7E,OAAO,MAAMC,8BAA8B,IAAc,CAAC,KAAK,EAAED,8BAA8B,CAAA;AA4B/F,MAAME,YAAY,CAACC,QAAkB,CAAC,CAAC,EAAEA,MAAM,yBAAyB,CAAC;AAEzE,oBAAoB,GACpB,OAAO,SAASC,iBAAiBC,QAAqB,EAAEC,QAAgB;IACtE,MAAMH,QAAQJ,0BAA0BO;IACxC,IAAI,CAACH,OAAO,OAAO;QAAEI,IAAI;QAAOC,OAAO;IAA8B;IACrE,MAAMC,WAAWZ,wBAAwBQ,UAAUF;IACnD,IAAIM,UAAU;QACZ,OAAO;YACLF,IAAI;YACJC,OAAOC,SAASC,MAAM,GAClBR,UAAUO,SAASN,KAAK,IACxB,CAAC,CAAC,EAAEM,SAASN,KAAK,CAAC,iDAAiD,CAAC;QAC3E;IACF;IACA,MAAMQ,QAA0B;QAC9BC,IAAId,mBACFK,OACAE,SAASQ,MAAM,CAACC,GAAG,CAAC,CAACC,QAAUA,MAAMH,EAAE;QAEzCT;QACAO,QAAQ;IACV;IACA,OAAO;QAAEH,IAAI;QAAMF,UAAU,aAAKA;YAAUQ,QAAQ;mBAAIR,SAASQ,MAAM;gBAAEF;aAAM;;IAAG;AACpF;AAEA,0EAA0E,GAC1E,OAAO,SAASK,oBACdX,QAAqB,EACrBY,OAAe,EACfX,QAAgB;IAEhB,MAAMH,QAAQJ,0BAA0BO;IACxC,IAAI,CAACH,OAAO,OAAO;QAAEI,IAAI;QAAOC,OAAO;IAA8B;IACrE,IAAI,CAACH,SAASQ,MAAM,CAACK,IAAI,CAAC,CAACP,QAAUA,MAAMC,EAAE,KAAKK,UAAU;QAC1D,OAAO;YAAEV,IAAI;YAAOC,OAAO;QAAuC;IACpE;IACA,MAAMW,QAAQtB,wBAAwBQ,UAAUF;IAChD,IAAIgB,SAASA,MAAMP,EAAE,KAAKK,SAAS,OAAO;QAAEV,IAAI;QAAOC,OAAON,UAAUiB,MAAMhB,KAAK;IAAE;IACrF,OAAO;QACLI,IAAI;QACJF,UAAU,aACLA;YACHQ,QAAQR,SAASQ,MAAM,CAACC,GAAG,CAAC,CAACH,QAAWA,MAAMC,EAAE,KAAKK,UAAU,aAAKN;oBAAOR;qBAAUQ;;IAEzF;AACF;AAEA;;;;;CAKC,GACD,OAAO,SAASS,oBACdf,QAAqB,EACrBY,OAAe,EACfI,WAA0B;IAE1B,IAAI,CAAChB,SAASQ,MAAM,CAACK,IAAI,CAAC,CAACP,QAAUA,MAAMC,EAAE,KAAKK,UAAU;QAC1D,OAAO;YAAEV,IAAI;YAAOC,OAAO;QAAuC;IACpE;IACA,IAAIa,gBAAgB,MAAM;QACxB,MAAMC,SAASzB,wBAAwBQ,UAAUgB;QACjD,IAAI,CAACC,UAAUA,OAAOV,EAAE,KAAKK,WAAW,CAACK,OAAOZ,MAAM,EAAE;YACtD,OAAO;gBAAEH,IAAI;gBAAOC,OAAO;YAAwD;QACrF;IACF;IACA,OAAO;QACLD,IAAI;QACJF,UAAU;YACRQ,QAAQR,SAASQ,MAAM,CAACU,MAAM,CAAC,CAACZ,QAAUA,MAAMC,EAAE,KAAKK;YACvDO,gBAAgBnB,SAASmB,cAAc,KAAKP,UAAU,OAAOZ,SAASmB,cAAc;QACtF;IACF;AACF;AAEA,yEAAyE,GACzE,OAAO,SAASC,uBACdpB,QAAqB,EACrBY,OAAe,EACfP,MAAe;IAEf,OAAO;QACLG,QAAQR,SAASQ,MAAM,CAACC,GAAG,CAAC,CAACH,QAAWA,MAAMC,EAAE,KAAKK,UAAU,aAAKN;gBAAOD;iBAAWC;QACtFa,gBACE,CAACd,UAAUL,SAASmB,cAAc,KAAKP,UAAU,OAAOZ,SAASmB,cAAc;IACnF;AACF;AAEA,gFAAgF,GAChF,OAAO,SAASE,mBAAmBrB,QAAqB,EAAEY,OAAsB;IAC9E,MAAMN,QAAQN,SAASQ,MAAM,CAACc,IAAI,CAAC,CAACZ,QAAUA,MAAMH,EAAE,KAAKK;IAC3D,OAAO,aAAKZ;QAAUmB,gBAAgBb,CAAAA,yBAAAA,MAAOD,MAAM,IAAGC,MAAMC,EAAE,GAAG;;AACnE;AAEA,qEAAqE,GACrE,OAAO,SAASgB,kBAAkBvB,QAAqB,EAAEwB,IAAY,EAAEC,EAAU;IAC/E,MAAMC,OAAO1B,SAASQ,MAAM,CAACmB,MAAM;IACnC,IAAIH,SAASC,MAAMD,OAAO,KAAKC,KAAK,KAAKD,QAAQE,QAAQD,MAAMC,MAAM,OAAO1B;IAC5E,MAAMQ,SAAS;WAAIR,SAASQ,MAAM;KAAC;IACnC,MAAM,CAACoB,MAAM,GAAGpB,OAAOqB,MAAM,CAACL,MAAM;IACpChB,OAAOqB,MAAM,CAACJ,IAAI,GAAGG;IACrB,OAAO,aAAK5B;QAAUQ;;AACxB;AAEA,mFAAmF,GACnF,OAAO,SAASsB,mBAAmB9B,QAAqB;IACtD,OAAO,aACFA;QACHQ,QAAQ;eAAIR,SAASQ,MAAM;SAAC,CAACuB,IAAI,CAAC,CAACC,GAAGC,IACpCD,EAAElC,KAAK,CAACoC,aAAa,CAACD,EAAEnC,KAAK,EAAEqC,WAAW;gBAAEC,aAAa;YAAO;;AAGtE"}

package/src/lib/model/leads-csv.d.ts

@@ -1,40 +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.
- */
-/**
- * The leads CSV — one file from the Leads section's Export button and the
- * bulk bar's (AGL-2662).
- *
- * A lead is a capture the CRM has annotated: what the door wrote (the
- * address, the name, every surface that met the person, when, how often)
- * and what the team wrote on top (a status, an owner, a reason, notes).
- * The file carries both. The status is written by its LABEL and an absent
- * one as `New`, the way the list reads it, and the owner by ADDRESS rather
- * than uid, the way every other CRM file writes one. The sources are joined
- * with `|` as the contacts file joins its multi-valued cells.
- *
- * At the organization level the same file gains a `Site` column, because a
- * row there is some site's lead and the file must say which; under a site
- * every row is the site's own and the column is not written.
- *
- * The header is written to READ well rather than to round-trip, and the
- * import (`lead-import-drawer.tsx`) is built to that header rather than the
- * other way round: it maps the columns a file may set — the address, the
- * name, and the team's status, owner, reason and notes — and leaves the
- * capture door's own record (the sources, the two timestamps, the capture
- * count) and the conversion's stamp on "Do not import".
- */
-export { LEAD_CSV_COLUMNS, leadCsvHeader, leadsCsv, type LeadCsvOptions, type LeadCsvRow, } from './crm-csv';

package/src/lib/model/leads-csv.js

@@ -1,40 +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.
- */ /**
- * The leads CSV — one file from the Leads section's Export button and the
- * bulk bar's (AGL-2662).
- *
- * A lead is a capture the CRM has annotated: what the door wrote (the
- * address, the name, every surface that met the person, when, how often)
- * and what the team wrote on top (a status, an owner, a reason, notes).
- * The file carries both. The status is written by its LABEL and an absent
- * one as `New`, the way the list reads it, and the owner by ADDRESS rather
- * than uid, the way every other CRM file writes one. The sources are joined
- * with `|` as the contacts file joins its multi-valued cells.
- *
- * At the organization level the same file gains a `Site` column, because a
- * row there is some site's lead and the file must say which; under a site
- * every row is the site's own and the column is not written.
- *
- * The header is written to READ well rather than to round-trip, and the
- * import (`lead-import-drawer.tsx`) is built to that header rather than the
- * other way round: it maps the columns a file may set — the address, the
- * name, and the team's status, owner, reason and notes — and leaves the
- * capture door's own record (the sources, the two timestamps, the capture
- * count) and the conversion's stamp on "Do not import".
- */ /* The writer is `crm-csv.ts`, shared with the server's export — see `deals-csv.ts`. */ export { LEAD_CSV_COLUMNS, leadCsvHeader, leadsCsv } from "./crm-csv.js";
-
-//# sourceMappingURL=leads-csv.js.map

package/src/lib/model/leads-csv.js.map

@@ -1 +0,0 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/leads-csv.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * The leads CSV — one file from the Leads section's Export button and the\n * bulk bar's (AGL-2662).\n *\n * A lead is a capture the CRM has annotated: what the door wrote (the\n * address, the name, every surface that met the person, when, how often)\n * and what the team wrote on top (a status, an owner, a reason, notes).\n * The file carries both. The status is written by its LABEL and an absent\n * one as `New`, the way the list reads it, and the owner by ADDRESS rather\n * than uid, the way every other CRM file writes one. The sources are joined\n * with `|` as the contacts file joins its multi-valued cells.\n *\n * At the organization level the same file gains a `Site` column, because a\n * row there is some site's lead and the file must say which; under a site\n * every row is the site's own and the column is not written.\n *\n * The header is written to READ well rather than to round-trip, and the\n * import (`lead-import-drawer.tsx`) is built to that header rather than the\n * other way round: it maps the columns a file may set — the address, the\n * name, and the team's status, owner, reason and notes — and leaves the\n * capture door's own record (the sources, the two timestamps, the capture\n * count) and the conversion's stamp on \"Do not import\".\n */\n\n/* The writer is `crm-csv.ts`, shared with the server's export — see `deals-csv.ts`. */\nexport {\n  LEAD_CSV_COLUMNS,\n  leadCsvHeader,\n  leadsCsv,\n  type LeadCsvOptions,\n  type LeadCsvRow,\n} from './crm-csv'\n"],"names":["LEAD_CSV_COLUMNS","leadCsvHeader","leadsCsv"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;CAsBC,GAED,qFAAqF,GACrF,SACEA,gBAAgB,EAChBC,aAAa,EACbC,QAAQ,QAGH,eAAW"}

package/src/lib/model/tasks-csv.d.ts

@@ -1,28 +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.
- */
-/**
- * The tasks CSV — one file from the section's Export button and the bulk
- * bar's (AGL-2621).
- *
- * A task hangs off a contact, a company or a deal by id; the file names
- * each by the name the list already resolved for the row, so a spreadsheet
- * reads "Acme" and not a document id. The assignee is written by address
- * for the same reason. A due date is an INSTANT — a task due at nine is due
- * at nine in the assignee's zone — so it is written as an ISO timestamp,
- * and a spreadsheet renders it in whatever zone it is opened in.
- */
-export { TASK_CSV_COLUMNS, tasksCsv, type TaskCsvOptions, type TaskCsvRow, } from './crm-csv';

package/src/lib/model/tasks-csv.js

@@ -1,28 +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.
- */ /**
- * The tasks CSV — one file from the section's Export button and the bulk
- * bar's (AGL-2621).
- *
- * A task hangs off a contact, a company or a deal by id; the file names
- * each by the name the list already resolved for the row, so a spreadsheet
- * reads "Acme" and not a document id. The assignee is written by address
- * for the same reason. A due date is an INSTANT — a task due at nine is due
- * at nine in the assignee's zone — so it is written as an ISO timestamp,
- * and a spreadsheet renders it in whatever zone it is opened in.
- */ /* The writer is `crm-csv.ts`, shared with the server's export — see `deals-csv.ts`. */ export { TASK_CSV_COLUMNS, tasksCsv } from "./crm-csv.js";
-
-//# sourceMappingURL=tasks-csv.js.map

package/src/lib/model/tasks-csv.js.map

@@ -1 +0,0 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/tasks-csv.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * The tasks CSV — one file from the section's Export button and the bulk\n * bar's (AGL-2621).\n *\n * A task hangs off a contact, a company or a deal by id; the file names\n * each by the name the list already resolved for the row, so a spreadsheet\n * reads \"Acme\" and not a document id. The assignee is written by address\n * for the same reason. A due date is an INSTANT — a task due at nine is due\n * at nine in the assignee's zone — so it is written as an ISO timestamp,\n * and a spreadsheet renders it in whatever zone it is opened in.\n */\n\n/* The writer is `crm-csv.ts`, shared with the server's export — see `deals-csv.ts`. */\nexport {\n  TASK_CSV_COLUMNS,\n  tasksCsv,\n  type TaskCsvOptions,\n  type TaskCsvRow,\n} from './crm-csv'\n"],"names":["TASK_CSV_COLUMNS","tasksCsv"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;CAUC,GAED,qFAAqF,GACrF,SACEA,gBAAgB,EAChBC,QAAQ,QAGH,eAAW"}

package/src/lib/server/companies-import.d.ts

@@ -1,57 +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.
- */
-/**
- * `POST /api/crm/companies-import` — one chunk of a companies file, written
- * (AGL-2621).
- *
- * The browser has already read the file and applied the operator's column
- * mapping; what arrives here is up to {@link COMPANY_IMPORT_CHUNK_SIZE} raw
- * rows in the vocabulary `crm-company-import.ts` defines. This route judges
- * each one through the same normalizers the company drawer runs, and
- * writes it — the ONLY place either happens, so a stale tab cannot store
- * something the server would have refused.
- *
- * ## Matched by domain, then by name
- *
- * A row is one company the org may already have. The domain is a key and
- * the name a spelling, so a row with a domain is looked up by it first,
- * and by the name's search key when no company carries the domain or the
- * row has none — two files calling one business "Acme" and "Acme Inc" meet
- * at `acme.com`, and a file with no domain column still finds "Acme" by
- * name. Both lookups are narrowed to what the caller's scope can see: two
- * clients of one agency may each have an "Acme" and must each get their
- * own. A match is UPDATED with what the row carries, tags unioned; no
- * match is CREATED with the stamp every CRM creator writes.
- *
- * ## The band is counted once per request
- *
- * A created company is a CRM record and meets the records band (AGL-2611).
- * The aggregate is taken once at the first create and the verdict re-judged
- * locally as the request creates more — `checkCrmRecordsQuota` is pure over
- * a count — so two hundred rows cost three aggregate reads, not six
- * hundred. A metered plan never refuses; a hard band refuses the rows past
- * it as `records-band`, and updates to matched companies go through either
- * way, because an update adds no record.
- */
-import { type PluginApiHandler } from '@aglyn/aglyn/server';
-/**
- * `POST crm/companies-import` — `{ hostId, rows }` → a {@link CompanyImportChunkResult}.
- *
- * Rows are written one after another rather than in parallel: two rows
- * for one company racing each other would each miss the other's create.
- */
-export declare const crmCompaniesImportHandler: PluginApiHandler;