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

package/src/lib/constants/contact-filters.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/contact-filters.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  type ContactFieldDefinition,\n  CRM_CONTACT_VIEW_FIELDS,\n  CRM_FACET_KEY_ANY_GROUP,\n  type CrmFacetKeyField,\n  crmContactCustomColumn,\n  crmFacetKey,\n  crmFacetKeyValue,\n  EMAIL_STATE_STATUSES,\n} from '@aglyn/aglyn'\nimport type {\n  ListFilterField,\n  ListFilterRequest,\n} from '@aglyn/shared-ui-jsx/const/list-filter'\nimport type {\n  ListQueryDeclaration,\n  ListQuerySort,\n} from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport {\n  CRM_LIST_SEARCH,\n  type CrmClauseAsked,\n  crmAnyOf,\n  crmClauseValues,\n} from '../model/crm-list-query'\n\n/*==========================================\n * CONTACTS (`orgs/{orgId}/contacts`, read scoped to a host) — WHAT THE\n * PANEL OFFERS, AND WHAT THE QUERY ASKS (AGL-3321).\n *\n * Every clause and the search word are on the list's one Firestore query,\n * newest change first, paged by it. A contact is one row shared by every\n * holder, and most of what a holder filters by — the owner, the stage, the\n * sources, the company, the tags, a custom value, whether the person has\n * bought — lives on that holder's FACET, a path per holder no index can\n * reach. So every writer stamps `facetKeys` (`crmContactFacetKeys` in\n * `@aglyn/aglyn`): `{group}:{field}={value}` for each holder's value,\n * `{group}:{field}` for \"has one\", and the same under `*` for any holder.\n * Under a site a facet clause asks the viewing holder's key; at the\n * organization level, any holder's.\n *\n * What one query holds decides the rest:\n *\n *   - ONE array clause. The scope clause (`visibleTo array-contains-any`),\n *     the search (`searchTokens`), a name word (`nameTokens`), a form\n *     (`formIds`) and a facet clause (`facetKeys`) all are one. The search\n *     folds into the scope clause for a reader who may drop it; a facet or\n *     form clause stands in the scope clause's place for that reader, since\n *     only a record the viewing holder keeps carries its key. Two of them\n *     at once is refused by name.\n *   - ONE range. `updatedAt`, the field the list is ordered by, composes\n *     with anything; Created and a name or address prefix order the list by\n *     their own field and so stand alone beside the scope clause\n *     (`contactSoloClause`), served by the `(visibleTo, field)` composites.\n *   - equalities (the address, the site, the verdict, \"No next activity\")\n *     compose freely, one `(field, updatedAt DESC)` composite each.\n *\n * The per-holder FIGURES (orders, lifetime value) live on each holder's\n * facet, where no range reaches — a top-level `ordersCount` was never\n * written — so they offer \"is not empty\" alone: \"has bought\".\n *\n * A collaborator's search is the start of the name (`CONTACT_PREFIX_SEARCH`).\n *=========================================*/\n\n/**\n * A word of the canonical name (`nameTokens`), the whole of it, or its start\n * or end — `nameLower`, which every contact carries, and `nameReversed`.\n */\nconst NAME_FIELD: ListFilterField = {\n  column: 'name',\n  kind: 'text',\n  path: 'name',\n  lowerPath: 'nameLower',\n  tokensPath: 'nameTokens',\n  reversedPath: 'nameReversed',\n  operators: ['contains', 'equals', 'startsWith', 'endsWith'],\n}\n\n/**\n * The address. `normalizeContactEmail` lower-cases before every write, so the\n * stored value IS its own normalized key.\n */\nconst EMAIL_FIELD: ListFilterField = {\n  column: 'email',\n  kind: 'text',\n  path: 'email',\n  lowerPath: 'email',\n  presence: 'always',\n  operators: ['equals', 'startsWith'],\n}\n\n/** When the person was first captured — a range the list is then ordered by. */\nconst CREATED_FIELD: ListFilterField = {\n  column: CRM_CONTACT_VIEW_FIELDS.createdAt,\n  kind: 'date',\n  path: 'createdAt',\n  presence: 'always',\n  operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n}\n\n/**\n * The forms a person came in through — the top-level `formIds` mirror of the\n * interactions' `formId` (AGL-2612), matched whole and as typed because a\n * form id is minted with mixed case. The form's own page links here with its\n * id; nobody types one.\n */\nconst FORM_FIELD: ListFilterField = {\n  column: 'formIds',\n  kind: 'text',\n  path: 'formIds',\n  tokensPath: 'formIds',\n  verbatimTokens: true,\n  operators: ['contains'],\n}\n\n/** What the Filters panel offers on a contact, in the grid's grammar. */\nexport const CONTACT_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  NAME_FIELD,\n  EMAIL_FIELD,\n  {\n    // A holder's tags, matched whole and case-insensitively.\n    column: CRM_CONTACT_VIEW_FIELDS.tags,\n    kind: 'exact',\n    path: 'tags',\n    operators: ['contains', 'isAnyOf', 'isNotEmpty'],\n  },\n  FORM_FIELD,\n  { column: 'hostId', kind: 'exact', path: 'hostId', presence: 'always' },\n  // Per-holder figures: \"has bought\", never a range across holders.\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.orders,\n    kind: 'number',\n    path: 'ordersCount',\n    operators: ['isNotEmpty'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.ltv,\n    kind: 'number',\n    path: 'ltvCents',\n    operators: ['isNotEmpty'],\n  },\n  CREATED_FIELD,\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.updatedAt,\n    kind: 'date',\n    path: 'updatedAt',\n    presence: 'always',\n    operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n  },\n  /*\n   * \"No next activity\" (AGL-2661): `nextTaskAtMs == null`, which every\n   * contact carries from its creation until a task is scheduled against it.\n   */\n  {\n    column: 'nextTaskAtMs',\n    kind: 'date',\n    path: 'nextTaskAtMs',\n    presence: 'nullable',\n    storedAs: 'millis',\n    operators: ['isEmpty'],\n  },\n  /*\n   * THE FACET FIELDS (AGL-2617). The values are picked, not typed — a uid\n   * from the roster, a stage from the fixed list, a source from its labels,\n   * a company from the picker — so `equals` and `isAnyOf` are what they\n   * offer; the section supplies the choices. The column names are the\n   * contract `CRM_CONTACT_VIEW_FIELDS` states, because the dynamic-list\n   * translator reads a view by them. The paths are the flattened ROW'S.\n   */\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.owner,\n    kind: 'exact',\n    path: 'ownerUid',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.stage,\n    kind: 'exact',\n    path: 'lifecycleStage',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  {\n    // The `sources` presence map, matched on its keys — see `keysOf`.\n    column: CRM_CONTACT_VIEW_FIELDS.source,\n    kind: 'exact',\n    path: 'sources',\n    keysOf: true,\n    operators: ['equals', 'isAnyOf'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.company,\n    kind: 'exact',\n    path: 'companyId',\n    operators: ['equals', 'isNotEmpty'],\n  },\n  /*\n   * The verdict on the address (AGL-3245), asked through `emailStatus` —\n   * `none` for a person nothing has been said about, which is what \"is\n   * empty\" asks.\n   */\n  {\n    column: 'emailState',\n    kind: 'exact',\n    path: 'emailState.status',\n    presence: 'nullable',\n    operators: ['equals', 'isAnyOf', 'isEmpty', 'isNotEmpty'],\n  },\n]\n\n/**\n * One filter field per active custom contact field (AGL-2617). A custom\n * value lives under the holder's `custom` map, so it is asked through the\n * holder's facet key: equality on a picked, typed or ticked value, and\n * \"is not empty\". Its column is the one the table shows it under —\n * `crmContactCustomColumn(key)` — so a clause and a column agree on the name.\n */\nexport function contactCustomFilterFields(\n  definitions: readonly Pick<\n    ContactFieldDefinition,\n    'key' | 'type' | 'retiredAt'\n  >[],\n): ListFilterField[] {\n  return definitions\n    .filter((definition) => !definition.retiredAt)\n    .map((definition): ListFilterField => {\n      const column = crmContactCustomColumn(definition.key)\n      const path = `custom.${definition.key}`\n      switch (definition.type) {\n        case 'number':\n          return {\n            column,\n            kind: 'number',\n            path,\n            operators: ['=', 'isNotEmpty'],\n          }\n        case 'date':\n          return { column, kind: 'date', path, operators: ['isNotEmpty'] }\n        case 'checkbox':\n          return { column, kind: 'boolean', path }\n        case 'select':\n          return {\n            column,\n            kind: 'exact',\n            path,\n            operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n          }\n        default:\n          return {\n            column,\n            kind: 'text',\n            path,\n            lowerPath: path,\n            operators: ['equals', 'isNotEmpty'],\n          }\n      }\n    })\n}\n\n/** The custom fields' headers, keyed by the column each filters as. */\nexport function contactCustomFilterHeaders(\n  definitions: readonly Pick<ContactFieldDefinition, 'key' | 'label'>[],\n): Record<string, string> {\n  return Object.fromEntries(\n    definitions.map((definition) => [\n      crmContactCustomColumn(definition.key),\n      definition.label || definition.key,\n    ]),\n  )\n}\n\n/**\n * How every filterable contact field reads — on a chip, in the add-filter\n * picker, and as the header of a filter-only hidden column.\n */\nexport const CONTACT_LIST_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  name: 'Contact',\n  email: 'Email',\n  tags: 'Tags',\n  formIds: 'Form ID',\n  hostId: 'Site ID',\n  ordersCount: 'Orders',\n  ltvCents: 'Lifetime value (cents)',\n  createdAt: 'Created',\n  updatedAt: 'Updated',\n  nextTaskAtMs: 'Next activity',\n  [CRM_CONTACT_VIEW_FIELDS.owner]: 'Owner',\n  [CRM_CONTACT_VIEW_FIELDS.stage]: 'Stage',\n  [CRM_CONTACT_VIEW_FIELDS.source]: 'Source',\n  [CRM_CONTACT_VIEW_FIELDS.company]: 'Company',\n  emailState: 'Email',\n}\n\n/*------------------------------------------\n * THE QUERY THE CONTACTS LIST RUNS.\n *-----------------------------------------*/\n\n/** The list's one order: newest change first. */\nexport const CONTACT_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'updatedAt', direction: 'desc' },\n]\n\n/** The stored array a facet clause is asked of. */\nexport const CONTACT_FACET_KEYS_PATH = 'facetKeys'\n\n/** The fields the Contacts query asks — each a stored field, as named. */\nexport const CONTACT_QUERY_FIELDS: readonly ListFilterField[] = [\n  NAME_FIELD,\n  EMAIL_FIELD,\n  FORM_FIELD,\n  CREATED_FIELD,\n  { column: 'hostId', kind: 'exact', path: 'hostId', presence: 'always' },\n  {\n    column: 'updatedAt',\n    kind: 'date',\n    path: 'updatedAt',\n    presence: 'always',\n    operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n  },\n  {\n    column: 'nextTaskAtMs',\n    kind: 'date',\n    path: 'nextTaskAtMs',\n    presence: 'nullable',\n    storedAs: 'millis',\n    operators: ['isEmpty'],\n  },\n  {\n    column: 'emailStatus',\n    kind: 'exact',\n    path: 'emailStatus',\n    operators: ['equals', 'isAnyOf'],\n  },\n  {\n    column: CONTACT_FACET_KEYS_PATH,\n    kind: 'exact',\n    path: CONTACT_FACET_KEYS_PATH,\n    tokensPath: CONTACT_FACET_KEYS_PATH,\n    operators: ['contains', 'isAnyOf'],\n  },\n]\n\nexport const CONTACT_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: CONTACT_QUERY_FIELDS,\n  sorts: CONTACT_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/** The grid fields a stored clause passes to the query unchanged. */\nconst AS_STORED = new Set([\n  'name',\n  'email',\n  'formIds',\n  'hostId',\n  'createdAt',\n  'updatedAt',\n  'nextTaskAtMs',\n])\n\n/**\n * The ranges that stand ALONE beside the scope clause: Created and a name\n * or address prefix each order the list by their own field, which the\n * `(visibleTo, field)` composites serve and nothing beside them. Updated is\n * not one: the list is ordered by it already, so it composes freely.\n */\nexport function contactSoloClause(clause: ListFilterRequest): boolean {\n  if (clause.field === 'createdAt') return true\n  if (clause.field === 'name') return clause.op === 'startsWith' || clause.op === 'endsWith'\n  return clause.field === 'email' && clause.op === 'startsWith'\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the contact's name, beside the scope clause.\n */\nexport const CONTACT_PREFIX_SEARCH = {\n  field: NAME_FIELD,\n  notice: 'Search matches the start of a contact’s name for access limited to specific sites.',\n}\n\n/** The facet field each grid column is keyed under. */\nconst FACET_FIELDS: Readonly<Record<string, CrmFacetKeyField>> = {\n  [CRM_CONTACT_VIEW_FIELDS.owner]: 'owner',\n  [CRM_CONTACT_VIEW_FIELDS.stage]: 'stage',\n  [CRM_CONTACT_VIEW_FIELDS.source]: 'source',\n  [CRM_CONTACT_VIEW_FIELDS.company]: 'company',\n  [CRM_CONTACT_VIEW_FIELDS.tags]: 'tag',\n  [CRM_CONTACT_VIEW_FIELDS.orders]: 'orders',\n  [CRM_CONTACT_VIEW_FIELDS.ltv]: 'ltv',\n}\n\n/** Who is asking: the viewing holder, and whether their query may drop the scope clause. */\nexport interface ContactQueryReader {\n  /** The viewing holder's group id under a site; `null` at the organization level. */\n  groupId: string | null\n  /**\n   * Whether the reader's query may stand a facet or form clause in the\n   * scope clause's place (`useCrmFoldsScope`) — always at the organization\n   * level, where there is no scope clause.\n   */\n  foldsScope: boolean\n}\n\n/** Why a reader whose access is some sites cannot filter by a holder's field. */\nconst LIMITED_ACCESS =\n  'your access is limited to specific sites, which this filter cannot be combined with — an organization administrator can use it'\n\n/** The facet field a grid column names, or null for one that is not a facet field. */\nfunction facetFieldOf(column: string): CrmFacetKeyField | null {\n  if (FACET_FIELDS[column]) return FACET_FIELDS[column]\n  if (column.startsWith(CRM_CONTACT_VIEW_FIELDS.custom)) {\n    return `custom.${column.slice(CRM_CONTACT_VIEW_FIELDS.custom.length)}`\n  }\n  return null\n}\n\n/**\n * One grid clause as the clause the Contacts query asks — see the block at\n * the top. A clause a query cannot serve for this reader is refused by\n * name, never matched over the rows a page loaded.\n */\nexport function contactQueryClause(\n  clause: ListFilterRequest,\n  reader: ContactQueryReader,\n): CrmClauseAsked {\n  if (AS_STORED.has(clause.field)) {\n    if (clause.field === 'formIds' && !reader.foldsScope)\n      return { refused: LIMITED_ACCESS }\n    return { field: clause.field, op: clause.op, value: clause.value }\n  }\n  if (clause.field === 'emailState') {\n    if (clause.op === 'isEmpty')\n      return { field: 'emailStatus', op: 'equals', value: 'none' }\n    if (clause.op === 'isNotEmpty')\n      return crmAnyOf('emailStatus', EMAIL_STATE_STATUSES)\n    const values = crmClauseValues(clause)\n    if (\n      values.some(\n        (value) => !(EMAIL_STATE_STATUSES as readonly string[]).includes(value),\n      )\n    ) {\n      return { refused: 'pick one of the choices' }\n    }\n    return crmAnyOf('emailStatus', values)\n  }\n  const facet = facetFieldOf(clause.field)\n  if (!facet) return { refused: 'this list does not filter by that' }\n  if (!reader.foldsScope) return { refused: LIMITED_ACCESS }\n  const group = reader.groupId ?? CRM_FACET_KEY_ANY_GROUP\n  if (clause.op === 'isNotEmpty') {\n    return {\n      field: CONTACT_FACET_KEYS_PATH,\n      op: 'contains',\n      value: crmFacetKey(group, facet),\n    }\n  }\n  const keys: string[] = []\n  for (const value of crmClauseValues(clause)) {\n    const key = crmFacetKeyValue(clause.op === '=' ? Number(value) : value)\n    if (key === null) return { refused: 'no value yet' }\n    keys.push(crmFacetKey(group, facet, key))\n  }\n  const asked = crmAnyOf(CONTACT_FACET_KEYS_PATH, keys)\n  // One key is an `array-contains`; several, an `array-contains-any`.\n  return 'refused' in asked || asked.op === 'isAnyOf'\n    ? asked\n    : { ...asked, op: 'contains' }\n}\n\n/**\n * Whether an asked clause stands in for the scope clause: a facet key of\n * the viewing holder, which only a record that holder keeps carries, or a\n * form, which only its site's captures carry.\n */\nexport function contactClauseImpliesScope(groupId: string | null) {\n  return (clause: ListFilterRequest): boolean => {\n    if (clause.field === 'formIds') return true\n    if (clause.field !== CONTACT_FACET_KEYS_PATH || !groupId) return false\n    return crmClauseValues(clause).every((key) => key.startsWith(`${groupId}:`))\n  }\n}\n\n/**\n * The query shapes the Contacts list can send, as declarations the index\n * pin enumerates (AGL-3321): the list's own, without its solo ranges, whose\n * every equality rides `(field, updatedAt DESC)`; and each solo range beside\n * the scope clause alone.\n */\nexport function contactIndexShapes(): ListQueryDeclaration[] {\n  const soloOps = new Set(['startsWith', 'endsWith'])\n  const main: ListQueryDeclaration = {\n    ...CONTACT_LIST_DECLARATION,\n    fields: CONTACT_QUERY_FIELDS.filter((field) => field !== CREATED_FIELD).map((field) =>\n      field.operators\n        ? { ...field, operators: field.operators.filter((op) => !soloOps.has(op)) }\n        : field,\n    ),\n  }\n  const solo: ListQueryDeclaration = {\n    fields: [\n      { ...NAME_FIELD, operators: ['startsWith', 'endsWith'] },\n      { ...EMAIL_FIELD, operators: ['startsWith'] },\n      CREATED_FIELD,\n    ],\n    sorts: [],\n  }\n  return [main, 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/contact-filters.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  type ContactFieldDefinition,\n  CRM_CONTACT_VIEW_FIELDS,\n  CRM_FACET_KEY_ANY_GROUP,\n  type CrmFacetKeyField,\n  crmContactCustomColumn,\n  crmFacetKey,\n  crmFacetKeyValue,\n  EMAIL_STATE_STATUSES,\n} from '@aglyn/aglyn'\nimport type {\n  ListFilterField,\n  ListFilterRequest,\n} from '@aglyn/shared-ui-jsx/const/list-filter'\nimport type {\n  ListQueryDeclaration,\n  ListQuerySort,\n} from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport {\n  CRM_LIST_SEARCH,\n  type CrmClauseAsked,\n  crmAnyOf,\n  crmClauseValues,\n} from '../model/crm-list-query'\n\n/*==========================================\n * CONTACTS (`orgs/{orgId}/contacts`, read scoped to a host) — WHAT THE\n * PANEL OFFERS, AND WHAT THE QUERY ASKS (AGL-3321).\n *\n * Every clause and the search word are on the list's one Firestore query,\n * newest change first, paged by it. A contact is one row shared by every\n * holder, and most of what a holder filters by — the owner, the stage, the\n * sources, the company, the tags, a custom value, whether the person has\n * bought — lives on that holder's FACET, a path per holder no index can\n * reach. So every writer stamps `facetKeys` (`crmContactFacetKeys` in\n * `@aglyn/aglyn`): `{group}:{field}={value}` for each holder's value,\n * `{group}:{field}` for \"has one\", and the same under `*` for any holder.\n * Under a site a facet clause asks the viewing holder's key; at the\n * organization level, any holder's.\n *\n * What one query holds decides the rest:\n *\n *   - ONE array clause. The scope clause (`visibleTo array-contains-any`),\n *     the search (`searchTokens`), a name word (`nameTokens`), a form\n *     (`formIds`) and a facet clause (`facetKeys`) all are one. The search\n *     folds into the scope clause for a reader who may drop it; a facet or\n *     form clause stands in the scope clause's place for that reader, since\n *     only a record the viewing holder keeps carries its key. Two of them\n *     at once is refused by name.\n *   - ONE range. `updatedAt`, the field the list is ordered by, composes\n *     with anything; Created and a name or address prefix order the list by\n *     their own field and so stand alone beside the scope clause\n *     (`contactSoloClause`), served by the `(visibleTo, field)` composites.\n *   - equalities (the address, the site, the verdict, \"No next activity\")\n *     compose freely, one `(field, updatedAt DESC)` composite each.\n *\n * The per-holder FIGURES (orders, lifetime value) live on each holder's\n * facet, where no range reaches — a top-level `ordersCount` was never\n * written — so they offer \"is not empty\" alone: \"has bought\".\n *\n * A collaborator's search is the start of the name (`CONTACT_PREFIX_SEARCH`).\n *=========================================*/\n\n/**\n * A word of the canonical name (`nameTokens`), the whole of it, or its start\n * or end — `nameLower`, which every contact carries, and `nameReversed`.\n */\nconst NAME_FIELD: ListFilterField = {\n  column: 'name',\n  kind: 'text',\n  path: 'name',\n  lowerPath: 'nameLower',\n  tokensPath: 'nameTokens',\n  reversedPath: 'nameReversed',\n  operators: ['contains', 'equals', 'startsWith', 'endsWith'],\n}\n\n/**\n * The address. `normalizeContactEmail` lower-cases before every write, so the\n * stored value IS its own normalized key.\n */\nconst EMAIL_FIELD: ListFilterField = {\n  column: 'email',\n  kind: 'text',\n  path: 'email',\n  lowerPath: 'email',\n  presence: 'always',\n  operators: ['equals', 'startsWith'],\n}\n\n/** When the person was first captured — a range the list is then ordered by. */\nconst CREATED_FIELD: ListFilterField = {\n  column: CRM_CONTACT_VIEW_FIELDS.createdAt,\n  kind: 'date',\n  path: 'createdAt',\n  presence: 'always',\n  operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n}\n\n/**\n * The forms a person came in through — the top-level `formIds` mirror of the\n * interactions' `formId` (AGL-2612), matched whole and as typed because a\n * form id is minted with mixed case. The form's own page links here with its\n * id; nobody types one.\n */\nconst FORM_FIELD: ListFilterField = {\n  column: 'formIds',\n  kind: 'text',\n  path: 'formIds',\n  tokensPath: 'formIds',\n  verbatimTokens: true,\n  operators: ['contains'],\n}\n\n/** The column a contact's lead source filters as (AGL-3511). */\nexport const CONTACT_LEAD_SOURCE_COLUMN = 'leadSource'\n\n/** What the Filters panel offers on a contact, in the grid's grammar. */\nexport const CONTACT_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  NAME_FIELD,\n  EMAIL_FIELD,\n  {\n    // A holder's tags, matched whole and case-insensitively.\n    column: CRM_CONTACT_VIEW_FIELDS.tags,\n    kind: 'exact',\n    path: 'tags',\n    operators: ['contains', 'isAnyOf', 'isNotEmpty'],\n  },\n  FORM_FIELD,\n  { column: 'hostId', kind: 'exact', path: 'hostId', presence: 'always' },\n  // Per-holder figures: \"has bought\", never a range across holders.\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.orders,\n    kind: 'number',\n    path: 'ordersCount',\n    operators: ['isNotEmpty'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.ltv,\n    kind: 'number',\n    path: 'ltvCents',\n    operators: ['isNotEmpty'],\n  },\n  CREATED_FIELD,\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.updatedAt,\n    kind: 'date',\n    path: 'updatedAt',\n    presence: 'always',\n    operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n  },\n  /*\n   * \"No next activity\" (AGL-2661): `nextTaskAtMs == null`, which every\n   * contact carries from its creation until a task is scheduled against it.\n   */\n  {\n    column: 'nextTaskAtMs',\n    kind: 'date',\n    path: 'nextTaskAtMs',\n    presence: 'nullable',\n    storedAs: 'millis',\n    operators: ['isEmpty'],\n  },\n  /*\n   * THE FACET FIELDS (AGL-2617). The values are picked, not typed — a uid\n   * from the roster, a stage from the fixed list, a source from its labels,\n   * a company from the picker — so `equals` and `isAnyOf` are what they\n   * offer; the section supplies the choices. The column names are the\n   * contract `CRM_CONTACT_VIEW_FIELDS` states, because the dynamic-list\n   * translator reads a view by them. The paths are the flattened ROW'S.\n   */\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.owner,\n    kind: 'exact',\n    path: 'ownerUid',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.stage,\n    kind: 'exact',\n    path: 'lifecycleStage',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  {\n    // The `sources` presence map, matched on its keys — see `keysOf`.\n    column: CRM_CONTACT_VIEW_FIELDS.source,\n    kind: 'exact',\n    path: 'sources',\n    keysOf: true,\n    operators: ['equals', 'isAnyOf'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.company,\n    kind: 'exact',\n    path: 'companyId',\n    operators: ['equals', 'isNotEmpty'],\n  },\n  /*\n   * A holder's lead source (AGL-3511), picked from the org's Lead source\n   * values and asked through its `leadSource` facet key — the label as the\n   * picklist compares it.\n   */\n  {\n    column: CONTACT_LEAD_SOURCE_COLUMN,\n    kind: 'exact',\n    path: 'leadSource',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  /*\n   * The verdict on the address (AGL-3245), asked through `emailStatus` —\n   * `none` for a person nothing has been said about, which is what \"is\n   * empty\" asks.\n   */\n  {\n    column: 'emailState',\n    kind: 'exact',\n    path: 'emailState.status',\n    presence: 'nullable',\n    operators: ['equals', 'isAnyOf', 'isEmpty', 'isNotEmpty'],\n  },\n]\n\n/**\n * One filter field per active custom contact field (AGL-2617). A custom\n * value lives under the holder's `custom` map, so it is asked through the\n * holder's facet key: equality on a picked, typed or ticked value, and\n * \"is not empty\". Its column is the one the table shows it under —\n * `crmContactCustomColumn(key)` — so a clause and a column agree on the name.\n */\nexport function contactCustomFilterFields(\n  definitions: readonly Pick<\n    ContactFieldDefinition,\n    'key' | 'type' | 'retiredAt'\n  >[],\n): ListFilterField[] {\n  return definitions\n    .filter((definition) => !definition.retiredAt)\n    .map((definition): ListFilterField => {\n      const column = crmContactCustomColumn(definition.key)\n      const path = `custom.${definition.key}`\n      switch (definition.type) {\n        case 'number':\n          return {\n            column,\n            kind: 'number',\n            path,\n            operators: ['=', 'isNotEmpty'],\n          }\n        case 'date':\n          return { column, kind: 'date', path, operators: ['isNotEmpty'] }\n        case 'checkbox':\n          return { column, kind: 'boolean', path }\n        case 'select':\n          return {\n            column,\n            kind: 'exact',\n            path,\n            operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n          }\n        default:\n          return {\n            column,\n            kind: 'text',\n            path,\n            lowerPath: path,\n            operators: ['equals', 'isNotEmpty'],\n          }\n      }\n    })\n}\n\n/** The custom fields' headers, keyed by the column each filters as. */\nexport function contactCustomFilterHeaders(\n  definitions: readonly Pick<ContactFieldDefinition, 'key' | 'label'>[],\n): Record<string, string> {\n  return Object.fromEntries(\n    definitions.map((definition) => [\n      crmContactCustomColumn(definition.key),\n      definition.label || definition.key,\n    ]),\n  )\n}\n\n/**\n * How every filterable contact field reads — on a chip, in the add-filter\n * picker, and as the header of a filter-only hidden column.\n */\nexport const CONTACT_LIST_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  name: 'Contact',\n  email: 'Email',\n  tags: 'Tags',\n  formIds: 'Form ID',\n  hostId: 'Site ID',\n  ordersCount: 'Orders',\n  ltvCents: 'Lifetime value (cents)',\n  createdAt: 'Created',\n  updatedAt: 'Updated',\n  nextTaskAtMs: 'Next activity',\n  [CRM_CONTACT_VIEW_FIELDS.owner]: 'Owner',\n  [CRM_CONTACT_VIEW_FIELDS.stage]: 'Stage',\n  [CRM_CONTACT_VIEW_FIELDS.source]: 'Source',\n  [CRM_CONTACT_VIEW_FIELDS.company]: 'Company',\n  [CONTACT_LEAD_SOURCE_COLUMN]: 'Lead source',\n  emailState: 'Email',\n}\n\n/*------------------------------------------\n * THE QUERY THE CONTACTS LIST RUNS.\n *-----------------------------------------*/\n\n/** The list's one order: newest change first. */\nexport const CONTACT_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'updatedAt', direction: 'desc' },\n]\n\n/** The stored array a facet clause is asked of. */\nexport const CONTACT_FACET_KEYS_PATH = 'facetKeys'\n\n/** The fields the Contacts query asks — each a stored field, as named. */\nexport const CONTACT_QUERY_FIELDS: readonly ListFilterField[] = [\n  NAME_FIELD,\n  EMAIL_FIELD,\n  FORM_FIELD,\n  CREATED_FIELD,\n  { column: 'hostId', kind: 'exact', path: 'hostId', presence: 'always' },\n  {\n    column: 'updatedAt',\n    kind: 'date',\n    path: 'updatedAt',\n    presence: 'always',\n    operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n  },\n  {\n    column: 'nextTaskAtMs',\n    kind: 'date',\n    path: 'nextTaskAtMs',\n    presence: 'nullable',\n    storedAs: 'millis',\n    operators: ['isEmpty'],\n  },\n  {\n    column: 'emailStatus',\n    kind: 'exact',\n    path: 'emailStatus',\n    operators: ['equals', 'isAnyOf'],\n  },\n  {\n    column: CONTACT_FACET_KEYS_PATH,\n    kind: 'exact',\n    path: CONTACT_FACET_KEYS_PATH,\n    tokensPath: CONTACT_FACET_KEYS_PATH,\n    operators: ['contains', 'isAnyOf'],\n  },\n]\n\nexport const CONTACT_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: CONTACT_QUERY_FIELDS,\n  sorts: CONTACT_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/** The grid fields a stored clause passes to the query unchanged. */\nconst AS_STORED = new Set([\n  'name',\n  'email',\n  'formIds',\n  'hostId',\n  'createdAt',\n  'updatedAt',\n  'nextTaskAtMs',\n])\n\n/**\n * The ranges that stand ALONE beside the scope clause: Created and a name\n * or address prefix each order the list by their own field, which the\n * `(visibleTo, field)` composites serve and nothing beside them. Updated is\n * not one: the list is ordered by it already, so it composes freely.\n */\nexport function contactSoloClause(clause: ListFilterRequest): boolean {\n  if (clause.field === 'createdAt') return true\n  if (clause.field === 'name') return clause.op === 'startsWith' || clause.op === 'endsWith'\n  return clause.field === 'email' && clause.op === 'startsWith'\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the contact's name, beside the scope clause.\n */\nexport const CONTACT_PREFIX_SEARCH = {\n  field: NAME_FIELD,\n  notice: 'Search matches the start of a contact’s name for access limited to specific sites.',\n}\n\n/** The facet field each grid column is keyed under. */\nconst FACET_FIELDS: Readonly<Record<string, CrmFacetKeyField>> = {\n  [CRM_CONTACT_VIEW_FIELDS.owner]: 'owner',\n  [CRM_CONTACT_VIEW_FIELDS.stage]: 'stage',\n  [CRM_CONTACT_VIEW_FIELDS.source]: 'source',\n  [CRM_CONTACT_VIEW_FIELDS.company]: 'company',\n  [CRM_CONTACT_VIEW_FIELDS.tags]: 'tag',\n  [CRM_CONTACT_VIEW_FIELDS.orders]: 'orders',\n  [CRM_CONTACT_VIEW_FIELDS.ltv]: 'ltv',\n  [CONTACT_LEAD_SOURCE_COLUMN]: 'leadSource',\n}\n\n/** Who is asking: the viewing holder, and whether their query may drop the scope clause. */\nexport interface ContactQueryReader {\n  /** The viewing holder's group id under a site; `null` at the organization level. */\n  groupId: string | null\n  /**\n   * Whether the reader's query may stand a facet or form clause in the\n   * scope clause's place (`useCrmFoldsScope`) — always at the organization\n   * level, where there is no scope clause.\n   */\n  foldsScope: boolean\n}\n\n/** Why a reader whose access is some sites cannot filter by a holder's field. */\nconst LIMITED_ACCESS =\n  'your access is limited to specific sites, which this filter cannot be combined with — an organization administrator can use it'\n\n/** The facet field a grid column names, or null for one that is not a facet field. */\nfunction facetFieldOf(column: string): CrmFacetKeyField | null {\n  if (FACET_FIELDS[column]) return FACET_FIELDS[column]\n  if (column.startsWith(CRM_CONTACT_VIEW_FIELDS.custom)) {\n    return `custom.${column.slice(CRM_CONTACT_VIEW_FIELDS.custom.length)}`\n  }\n  return null\n}\n\n/**\n * One grid clause as the clause the Contacts query asks — see the block at\n * the top. A clause a query cannot serve for this reader is refused by\n * name, never matched over the rows a page loaded.\n */\nexport function contactQueryClause(\n  clause: ListFilterRequest,\n  reader: ContactQueryReader,\n): CrmClauseAsked {\n  if (AS_STORED.has(clause.field)) {\n    if (clause.field === 'formIds' && !reader.foldsScope)\n      return { refused: LIMITED_ACCESS }\n    return { field: clause.field, op: clause.op, value: clause.value }\n  }\n  if (clause.field === 'emailState') {\n    if (clause.op === 'isEmpty')\n      return { field: 'emailStatus', op: 'equals', value: 'none' }\n    if (clause.op === 'isNotEmpty')\n      return crmAnyOf('emailStatus', EMAIL_STATE_STATUSES)\n    const values = crmClauseValues(clause)\n    if (\n      values.some(\n        (value) => !(EMAIL_STATE_STATUSES as readonly string[]).includes(value),\n      )\n    ) {\n      return { refused: 'pick one of the choices' }\n    }\n    return crmAnyOf('emailStatus', values)\n  }\n  const facet = facetFieldOf(clause.field)\n  if (!facet) return { refused: 'this list does not filter by that' }\n  if (!reader.foldsScope) return { refused: LIMITED_ACCESS }\n  const group = reader.groupId ?? CRM_FACET_KEY_ANY_GROUP\n  if (clause.op === 'isNotEmpty') {\n    return {\n      field: CONTACT_FACET_KEYS_PATH,\n      op: 'contains',\n      value: crmFacetKey(group, facet),\n    }\n  }\n  const keys: string[] = []\n  for (const value of crmClauseValues(clause)) {\n    const key = crmFacetKeyValue(clause.op === '=' ? 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package/src/lib/constants/deal-filters.d.ts

@@ -14,13 +14,34 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter';
+import type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter';
+import type { ListGridFilterCodec } from '@aglyn/shared-ui-jsx/const/list-grid-filter';
 import type { ListQueryDeclaration, ListQueryFilter, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan';
+import { type CrmViewFilterClause } from '@aglyn/aglyn/app-utils/crm';
+import { type CrmClauseAsked } from '../model/crm-list-query';
 /** The table's one order: newest change first. */
 export declare const DEAL_LIST_SORTS: readonly ListQuerySort[];
+/**
+ * The Type and Lead source controls' "none" choice (AGL-3516). Held in the
+ * saved view as an `isEmpty` clause, never as this string.
+ */
+export declare const DEAL_PICKLIST_FILTER_NONE = "\0none";
+/**
+ * The Type and Lead source clauses' codec: "none" is an `isEmpty` clause,
+ * shown as a choice of the select — the Leads list's own.
+ */
+export declare const DEAL_FILTER_CODECS: Readonly<Record<string, ListGridFilterCodec>>;
 /** What the deals table's Filters panel offers — every one asked of the query. */
 export declare const DEAL_LIST_FILTER_FIELDS: readonly ListFilterField[];
+/** The fields the Deals query asks — each a stored field, as named. */
+export declare const DEAL_QUERY_FIELDS: readonly ListFilterField[];
 export declare const DEAL_LIST_DECLARATION: ListQueryDeclaration;
+/**
+ * One grid clause as the clause the Deals query asks (AGL-3516): a Type or
+ * a Lead source by its key — "none" as `isEmpty` — and every other clause
+ * as it is stored.
+ */
+export declare function dealQueryClause(clause: CrmViewFilterClause | ListFilterRequest): CrmClauseAsked;
 /**
  * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the
  * start of the title, `titleLower`, beside the scope clause.

package/src/lib/constants/deal-filters.js

@@ -13,8 +13,10 @@
  * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  * See the License for the specific language governing permissions and
  * limitations under the License.
- */ import { CRM_NEXT_ACTIVITY_FILTER_FIELD } from "../components/crm-next-activity-column.js";
-import { CRM_LIST_SEARCH, crmSelectField } from "../model/crm-list-query.js";
+ */ import { crmPicklistKey } from "@aglyn/aglyn/app-utils/crm";
+import { CRM_NEXT_ACTIVITY_FILTER_FIELD } from "../components/crm-next-activity-column.js";
+import { CRM_LIST_SEARCH, crmAnyOf, crmClauseValues, crmSelectField } from "../model/crm-list-query.js";
+import { LEAD_SOURCE_CODEC, LEAD_SOURCE_FILTER_NONE } from "../model/lead-filters.js";
 /*
  * THE DEALS TABLE'S QUERY (AGL-3321).
  *
@@ -29,21 +31,82 @@ import { CRM_LIST_SEARCH, crmSelectField } from "../model/crm-list-query.js";
  *
  * The board is not this: it draws a pipeline's open deals whole, bounded,
  * and filters nothing.
+ *
+ * Type and Lead source (AGL-3516) are asked through the keys every deal
+ * writer stores beside the labels (`typeKey`, `leadSourceKey` in
+ * `crmDealListFields`) — `null` for none, so "No type" is `== null` — the
+ * way the Leads list asks its lead source (`dealQueryClause`).
  */ /** The table's one order: newest change first. */ export const DEAL_LIST_SORTS = [
     {
         path: 'updatedAt',
         direction: 'desc'
     }
 ];
+/**
+ * The Type and Lead source controls' "none" choice (AGL-3516). Held in the
+ * saved view as an `isEmpty` clause, never as this string.
+ */ export const DEAL_PICKLIST_FILTER_NONE = LEAD_SOURCE_FILTER_NONE;
+/**
+ * The Type and Lead source clauses' codec: "none" is an `isEmpty` clause,
+ * shown as a choice of the select — the Leads list's own.
+ */ export const DEAL_FILTER_CODECS = {
+    type: LEAD_SOURCE_CODEC,
+    leadSource: LEAD_SOURCE_CODEC
+};
 /** What the deals table's Filters panel offers — every one asked of the query. */ export const DEAL_LIST_FILTER_FIELDS = [
     crmSelectField('status'),
-    CRM_NEXT_ACTIVITY_FILTER_FIELD
+    CRM_NEXT_ACTIVITY_FILTER_FIELD,
+    crmSelectField('type'),
+    crmSelectField('leadSource')
+];
+/** A picklist key the query asks: `null` for none, as every deal writer stores it. */ const keyField = (column)=>({
+        column,
+        kind: 'exact',
+        path: column,
+        presence: 'nullable',
+        operators: [
+            'equals',
+            'isAnyOf',
+            'isEmpty'
+        ]
+    });
+/** The fields the Deals query asks — each a stored field, as named. */ export const DEAL_QUERY_FIELDS = [
+    crmSelectField('status'),
+    CRM_NEXT_ACTIVITY_FILTER_FIELD,
+    keyField('typeKey'),
+    keyField('leadSourceKey')
 ];
 export const DEAL_LIST_DECLARATION = {
-    fields: DEAL_LIST_FILTER_FIELDS,
+    fields: DEAL_QUERY_FIELDS,
     sorts: DEAL_LIST_SORTS,
     search: CRM_LIST_SEARCH
 };
+/** The picklist fields the panel shows by label and the query asks by key. */ const DEAL_KEYED_FIELDS = {
+    type: 'typeKey',
+    leadSource: 'leadSourceKey'
+};
+/**
+ * One grid clause as the clause the Deals query asks (AGL-3516): a Type or
+ * a Lead source by its key — "none" as `isEmpty` — and every other clause
+ * as it is stored.
+ */ export function dealQueryClause(clause) {
+    const key = DEAL_KEYED_FIELDS[clause.field];
+    if (!key) return clause;
+    const values = crmClauseValues(clause);
+    if (clause.op === 'isEmpty' || values.length === 1 && values[0] === DEAL_PICKLIST_FILTER_NONE) {
+        return {
+            field: key,
+            op: 'isEmpty',
+            value: ''
+        };
+    }
+    if (values.includes(DEAL_PICKLIST_FILTER_NONE)) {
+        return {
+            refused: '"None" cannot be picked beside a value'
+        };
+    }
+    return crmAnyOf(key, values.map((value)=>crmPicklistKey(value)).filter((entry)=>Boolean(entry)));
+}
 /**
  * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the
  * start of the title, `titleLower`, beside the scope clause.

package/src/lib/constants/deal-filters.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/deal-filters.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport type {\n  ListQueryDeclaration,\n  ListQueryFilter,\n  ListQuerySort,\n} from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport { CRM_NEXT_ACTIVITY_FILTER_FIELD } from '../components/crm-next-activity-column'\nimport { CRM_LIST_SEARCH, crmSelectField } from '../model/crm-list-query'\n\n/*\n * THE DEALS TABLE'S QUERY (AGL-3321).\n *\n * `orgs/{orgId}/deals` in the chosen pipeline — the pipeline is the query's\n * base beside the scope clause — newest change first, paged by that query.\n * The status, \"No next activity\" (`nextTaskAtMs == null`, which every deal\n * is created carrying) and the search word are predicates on the same\n * query. The search reads `searchTokens`, the word prefixes of the title\n * every deal writer stamps (`crmDealListFields`), so \"renewal\" finds \"Acme\n * renewal\" on any page. Under a site the scope clause is the query's one\n * array clause and the search folds into it for a reader who may drop it.\n *\n * The board is not this: it draws a pipeline's open deals whole, bounded,\n * and filters nothing.\n */\n\n/** The table's one order: newest change first. */\nexport const DEAL_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'updatedAt', direction: 'desc' },\n]\n\n/** What the deals table's Filters panel offers — every one asked of the query. */\nexport const DEAL_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  crmSelectField('status'),\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n]\n\nexport const DEAL_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: DEAL_LIST_FILTER_FIELDS,\n  sorts: DEAL_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the title, `titleLower`, beside the scope clause.\n */\nexport const DEAL_PREFIX_SEARCH = {\n  field: {\n    column: 'title',\n    kind: 'text',\n    path: 'title',\n    lowerPath: 'titleLower',\n    presence: 'always',\n    operators: ['startsWith'],\n  } satisfies ListFilterField,\n  notice: 'Search matches the start of a deal’s title for access limited to specific sites.',\n}\n\n/** The chosen pipeline, as the query's base beside the scope clause. */\nexport function dealPipelineBase(pipelineId: string | null): ListQueryFilter[] {\n  return pipelineId ? [{ path: 'pipelineId', op: '==', value: pipelineId }] : []\n}\n\n/** The base's shape for `listQueryIndexes`: the pipeline, an equality. */\nexport const DEAL_LIST_PIPELINE_BASE_INDEX = [{ path: 'pipelineId' }] as const\n"],"names":["CRM_NEXT_ACTIVITY_FILTER_FIELD","CRM_LIST_SEARCH","crmSelectField","DEAL_LIST_SORTS","path","direction","DEAL_LIST_FILTER_FIELDS","DEAL_LIST_DECLARATION","fields","sorts","search","DEAL_PREFIX_SEARCH","field","column","kind","lowerPath","presence","operators","notice","dealPipelineBase","pipelineId","op","value","DEAL_LIST_PIPELINE_BASE_INDEX"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAQD,SAASA,8BAA8B,QAAQ,4CAAwC;AACvF,SAASC,eAAe,EAAEC,cAAc,QAAQ,6BAAyB;AAEzE;;;;;;;;;;;;;;CAcC,GAED,gDAAgD,GAChD,OAAO,MAAMC,kBAA4C;IACvD;QAAEC,MAAM;QAAaC,WAAW;IAAO;CACxC,CAAA;AAED,gFAAgF,GAChF,OAAO,MAAMC,0BAAsD;IACjEJ,eAAe;IACfF;CACD,CAAA;AAED,OAAO,MAAMO,wBAA8C;IACzDC,QAAQF;IACRG,OAAON;IACPO,QAAQT;AACV,EAAC;AAED;;;CAGC,GACD,OAAO,MAAMU,qBAAqB;IAChCC,OAAO;QACLC,QAAQ;QACRC,MAAM;QACNV,MAAM;QACNW,WAAW;QACXC,UAAU;QACVC,WAAW;YAAC;SAAa;IAC3B;IACAC,QAAQ;AACV,EAAC;AAED,sEAAsE,GACtE,OAAO,SAASC,iBAAiBC,UAAyB;IACxD,OAAOA,aAAa;QAAC;YAAEhB,MAAM;YAAciB,IAAI;YAAMC,OAAOF;QAAW;KAAE,GAAG,EAAE;AAChF;AAEA,wEAAwE,GACxE,OAAO,MAAMG,gCAAgC;IAAC;QAAEnB,MAAM;IAAa;CAAE,CAAS"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/deal-filters.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport type { ListGridFilterCodec } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport type {\n  ListQueryDeclaration,\n  ListQueryFilter,\n  ListQuerySort,\n} from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport { crmPicklistKey, type CrmViewFilterClause } from '@aglyn/aglyn/app-utils/crm'\nimport { CRM_NEXT_ACTIVITY_FILTER_FIELD } from '../components/crm-next-activity-column'\nimport {\n  CRM_LIST_SEARCH,\n  crmAnyOf,\n  type CrmClauseAsked,\n  crmClauseValues,\n  crmSelectField,\n} from '../model/crm-list-query'\nimport { LEAD_SOURCE_CODEC, LEAD_SOURCE_FILTER_NONE } from '../model/lead-filters'\n\n/*\n * THE DEALS TABLE'S QUERY (AGL-3321).\n *\n * `orgs/{orgId}/deals` in the chosen pipeline — the pipeline is the query's\n * base beside the scope clause — newest change first, paged by that query.\n * The status, \"No next activity\" (`nextTaskAtMs == null`, which every deal\n * is created carrying) and the search word are predicates on the same\n * query. The search reads `searchTokens`, the word prefixes of the title\n * every deal writer stamps (`crmDealListFields`), so \"renewal\" finds \"Acme\n * renewal\" on any page. Under a site the scope clause is the query's one\n * array clause and the search folds into it for a reader who may drop it.\n *\n * The board is not this: it draws a pipeline's open deals whole, bounded,\n * and filters nothing.\n *\n * Type and Lead source (AGL-3516) are asked through the keys every deal\n * writer stores beside the labels (`typeKey`, `leadSourceKey` in\n * `crmDealListFields`) — `null` for none, so \"No type\" is `== null` — the\n * way the Leads list asks its lead source (`dealQueryClause`).\n */\n\n/** The table's one order: newest change first. */\nexport const DEAL_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'updatedAt', direction: 'desc' },\n]\n\n/**\n * The Type and Lead source controls' \"none\" choice (AGL-3516). Held in the\n * saved view as an `isEmpty` clause, never as this string.\n */\nexport const DEAL_PICKLIST_FILTER_NONE = LEAD_SOURCE_FILTER_NONE\n\n/**\n * The Type and Lead source clauses' codec: \"none\" is an `isEmpty` clause,\n * shown as a choice of the select — the Leads list's own.\n */\nexport const DEAL_FILTER_CODECS: Readonly<Record<string, ListGridFilterCodec>> = {\n  type: LEAD_SOURCE_CODEC,\n  leadSource: LEAD_SOURCE_CODEC,\n}\n\n/** What the deals table's Filters panel offers — every one asked of the query. */\nexport const DEAL_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  crmSelectField('status'),\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  crmSelectField('type'),\n  crmSelectField('leadSource'),\n]\n\n/** A picklist key the query asks: `null` for none, as every deal writer stores it. */\nconst keyField = (column: string): ListFilterField => ({\n  column,\n  kind: 'exact',\n  path: column,\n  presence: 'nullable',\n  operators: ['equals', 'isAnyOf', 'isEmpty'],\n})\n\n/** The fields the Deals query asks — each a stored field, as named. */\nexport const DEAL_QUERY_FIELDS: readonly ListFilterField[] = [\n  crmSelectField('status'),\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  keyField('typeKey'),\n  keyField('leadSourceKey'),\n]\n\nexport const DEAL_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: DEAL_QUERY_FIELDS,\n  sorts: DEAL_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/** The picklist fields the panel shows by label and the query asks by key. */\nconst DEAL_KEYED_FIELDS: Readonly<Record<string, string>> = {\n  type: 'typeKey',\n  leadSource: 'leadSourceKey',\n}\n\n/**\n * One grid clause as the clause the Deals query asks (AGL-3516): a Type or\n * a Lead source by its key — \"none\" as `isEmpty` — and every other clause\n * as it is stored.\n */\nexport function dealQueryClause(clause: CrmViewFilterClause | ListFilterRequest): CrmClauseAsked {\n  const key = DEAL_KEYED_FIELDS[clause.field]\n  if (!key) return clause\n  const values = crmClauseValues(clause)\n  if (clause.op === 'isEmpty' || (values.length === 1 && values[0] === DEAL_PICKLIST_FILTER_NONE)) {\n    return { field: key, op: 'isEmpty', value: '' }\n  }\n  if (values.includes(DEAL_PICKLIST_FILTER_NONE)) {\n    return { refused: '\"None\" cannot be picked beside a value' }\n  }\n  return crmAnyOf(\n    key,\n    values.map((value) => crmPicklistKey(value)).filter((entry): entry is string => Boolean(entry)),\n  )\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the title, `titleLower`, beside the scope clause.\n */\nexport const DEAL_PREFIX_SEARCH = {\n  field: {\n    column: 'title',\n    kind: 'text',\n    path: 'title',\n    lowerPath: 'titleLower',\n    presence: 'always',\n    operators: ['startsWith'],\n  } satisfies ListFilterField,\n  notice: 'Search matches the start of a deal’s title for access limited to specific sites.',\n}\n\n/** The chosen pipeline, as the query's base beside the scope clause. */\nexport function dealPipelineBase(pipelineId: string | null): ListQueryFilter[] {\n  return pipelineId ? [{ path: 'pipelineId', op: '==', value: pipelineId }] : []\n}\n\n/** The base's shape for `listQueryIndexes`: the pipeline, an equality. */\nexport const DEAL_LIST_PIPELINE_BASE_INDEX = [{ path: 'pipelineId' }] as const\n"],"names":["crmPicklistKey","CRM_NEXT_ACTIVITY_FILTER_FIELD","CRM_LIST_SEARCH","crmAnyOf","crmClauseValues","crmSelectField","LEAD_SOURCE_CODEC","LEAD_SOURCE_FILTER_NONE","DEAL_LIST_SORTS","path","direction","DEAL_PICKLIST_FILTER_NONE","DEAL_FILTER_CODECS","type","leadSource","DEAL_LIST_FILTER_FIELDS","keyField","column","kind","presence","operators","DEAL_QUERY_FIELDS","DEAL_LIST_DECLARATION","fields","sorts","search","DEAL_KEYED_FIELDS","dealQueryClause","clause","key","field","values","op","length","value","includes","refused","map","filter","entry","Boolean","DEAL_PREFIX_SEARCH","lowerPath","notice","dealPipelineBase","pipelineId","DEAL_LIST_PIPELINE_BASE_INDEX"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GASD,SAASA,cAAc,QAAkC,6BAA4B;AACrF,SAASC,8BAA8B,QAAQ,4CAAwC;AACvF,SACEC,eAAe,EACfC,QAAQ,EAERC,eAAe,EACfC,cAAc,QACT,6BAAyB;AAChC,SAASC,iBAAiB,EAAEC,uBAAuB,QAAQ,2BAAuB;AAElF;;;;;;;;;;;;;;;;;;;CAmBC,GAED,gDAAgD,GAChD,OAAO,MAAMC,kBAA4C;IACvD;QAAEC,MAAM;QAAaC,WAAW;IAAO;CACxC,CAAA;AAED;;;CAGC,GACD,OAAO,MAAMC,4BAA4BJ,wBAAuB;AAEhE;;;CAGC,GACD,OAAO,MAAMK,qBAAoE;IAC/EC,MAAMP;IACNQ,YAAYR;AACd,EAAC;AAED,gFAAgF,GAChF,OAAO,MAAMS,0BAAsD;IACjEV,eAAe;IACfJ;IACAI,eAAe;IACfA,eAAe;CAChB,CAAA;AAED,oFAAoF,GACpF,MAAMW,WAAW,CAACC,SAAqC,CAAA;QACrDA;QACAC,MAAM;QACNT,MAAMQ;QACNE,UAAU;QACVC,WAAW;YAAC;YAAU;YAAW;SAAU;IAC7C,CAAA;AAEA,qEAAqE,GACrE,OAAO,MAAMC,oBAAgD;IAC3DhB,eAAe;IACfJ;IACAe,SAAS;IACTA,SAAS;CACV,CAAA;AAED,OAAO,MAAMM,wBAA8C;IACzDC,QAAQF;IACRG,OAAOhB;IACPiB,QAAQvB;AACV,EAAC;AAED,4EAA4E,GAC5E,MAAMwB,oBAAsD;IAC1Db,MAAM;IACNC,YAAY;AACd;AAEA;;;;CAIC,GACD,OAAO,SAASa,gBAAgBC,MAA+C;IAC7E,MAAMC,MAAMH,iBAAiB,CAACE,OAAOE,KAAK,CAAC;IAC3C,IAAI,CAACD,KAAK,OAAOD;IACjB,MAAMG,SAAS3B,gBAAgBwB;IAC/B,IAAIA,OAAOI,EAAE,KAAK,aAAcD,OAAOE,MAAM,KAAK,KAAKF,MAAM,CAAC,EAAE,KAAKpB,2BAA4B;QAC/F,OAAO;YAAEmB,OAAOD;YAAKG,IAAI;YAAWE,OAAO;QAAG;IAChD;IACA,IAAIH,OAAOI,QAAQ,CAACxB,4BAA4B;QAC9C,OAAO;YAAEyB,SAAS;QAAyC;IAC7D;IACA,OAAOjC,SACL0B,KACAE,OAAOM,GAAG,CAAC,CAACH,QAAUlC,eAAekC,QAAQI,MAAM,CAAC,CAACC,QAA2BC,QAAQD;AAE5F;AAEA;;;CAGC,GACD,OAAO,MAAME,qBAAqB;IAChCX,OAAO;QACLb,QAAQ;QACRC,MAAM;QACNT,MAAM;QACNiC,WAAW;QACXvB,UAAU;QACVC,WAAW;YAAC;SAAa;IAC3B;IACAuB,QAAQ;AACV,EAAC;AAED,sEAAsE,GACtE,OAAO,SAASC,iBAAiBC,UAAyB;IACxD,OAAOA,aAAa;QAAC;YAAEpC,MAAM;YAAcuB,IAAI;YAAME,OAAOW;QAAW;KAAE,GAAG,EAAE;AAChF;AAEA,wEAAwE,GACxE,OAAO,MAAMC,gCAAgC;IAAC;QAAErC,MAAM;IAAa;CAAE,CAAS"}

package/src/lib/declarations.console-server.d.ts

@@ -28,6 +28,9 @@
  * records band and collection sizes join `GET /v1/usage`. The API is the
  * console's alone, so the tenant runtime does not register them.
  *
+ * It registers the server half of the CRM's import and export resources
+ * (`transfer/register.ts`).
+ *
  * It also clears a removed container off the CRM's records: a campaign is
  * deleted from the console, and its owner asks every plugin's membership
  * detacher first (`server/container-detach.ts`).

package/src/lib/declarations.console-server.js

@@ -17,7 +17,12 @@
 // registry, not the whole server surface.
 import { registerApiV1Resource, registerApiV1UsageFigures } from "@aglyn/tenant-data-admin/server/api-v1-resources";
 import { listPluginMembershipDetachers, registerPluginMembershipDetacher } from "@aglyn/aglyn/plugin-manager/plugin-membership-detach";
+import { registerPluginPersonRecordsEraser } from "@aglyn/aglyn/plugin-manager/plugin-person-erasure";
+import { registerPluginTransferResource } from "@aglyn/aglyn/plugin-manager/plugin-transfer-resources";
 import { BUNDLE_ID } from "./constants/bundle-common.js";
+import { crmTransferPlanGate, registerCrmTransferResources } from "./transfer/register.js";
+import { CRM_EMAIL_TEMPLATE_PACKAGE_RULES, CRM_EMAIL_TEMPLATES_TRANSFER_KEY, crmEmailTemplateDependencies, remapCrmEmailTemplateIds } from "./transfer/email-templates-package.js";
+/** The email templates package's server half (AGL-3535), loaded when an import or export first asks. */ const templatesPackage = async ()=>(await import("./transfer/email-templates-package.server.js")).createCrmEmailTemplatesPackage();
 /**
  * The plan feature every CRM resource of `/v1` needs, and the sentence its
  * refusal says (AGL-2611, AGL-2851): the whole CRM is included from
@@ -81,6 +86,9 @@ import { BUNDLE_ID } from "./constants/bundle-common.js";
  * records band and collection sizes join `GET /v1/usage`. The API is the
  * console's alone, so the tenant runtime does not register them.
  *
+ * It registers the server half of the CRM's import and export resources
+ * (`transfer/register.ts`).
+ *
  * It also clears a removed container off the CRM's records: a campaign is
  * deleted from the console, and its owner asks every plugin's membership
  * detacher first (`server/container-detach.ts`).
@@ -91,6 +99,30 @@ import { BUNDLE_ID } from "./constants/bundle-common.js";
  * Registering again replaces this plugin's own entries, so a second call (a
  * hot reload, a spec) is harmless.
  */ export function registerCrmConsoleServerDeclarations() {
+    // Email templates in a workspace package (AGL-3535).
+    registerPluginTransferResource(CRM_EMAIL_TEMPLATES_TRANSFER_KEY, {
+        items: async (ctx)=>(await templatesPackage()).items(ctx),
+        dependencies: (item)=>crmEmailTemplateDependencies(item),
+        remapIds: (item, idMap)=>remapCrmEmailTemplateIds(item, idMap),
+        readItems: async (ctx, ids)=>(await templatesPackage()).readItems(ctx, ids),
+        writeItems: async (ctx, items, writer)=>(await templatesPackage()).writeItems(ctx, items, writer),
+        revertItems: async (ctx, steps)=>(await templatesPackage()).revertItems(ctx, steps),
+        problems: async (ctx, write)=>(await templatesPackage()).problems(ctx, write),
+        rules: CRM_EMAIL_TEMPLATE_PACKAGE_RULES,
+        planGate: crmTransferPlanGate('email templates')
+    }, {
+        pluginId: BUNDLE_ID
+    });
+    // The record system's share of a person erasure (AGL-2623, AGL-3080): it
+    // names the person's contacts before anybody erases, and erases them, their
+    // satellites and their lead after everybody else. Required, and loaded with
+    // the first erasure.
+    registerPluginPersonRecordsEraser({
+        locate: async (target)=>(await import("./server/person-eraser.js")).crmPersonEraser().locate(target),
+        erase: async (request)=>(await import("./server/person-eraser.js")).crmPersonEraser().erase(request)
+    }, {
+        pluginId: BUNDLE_ID
+    });
     for (const [resource, handle] of CRM_API_V1_RESOURCES){
         registerApiV1Resource(resource, {
             handle,
@@ -103,6 +135,9 @@ import { BUNDLE_ID } from "./constants/bundle-common.js";
     registerApiV1UsageFigures(async (ctx)=>(await import("./server/api-v1/usage.js")).crmUsageFigures(ctx), {
         pluginId: BUNDLE_ID
     });
+    // What the CRM imports and exports (AGL-3527): each resource's module
+    // loads with the first transfer that asks for it.
+    registerCrmTransferResources(BUNDLE_ID);
     // A removed container — a deleted campaign — comes off every lead and every
     // contact facet naming it, before its owner removes it (AGL-3080).
     if (!listPluginMembershipDetachers().includes(BUNDLE_ID)) {

package/src/lib/declarations.console-server.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.console-server.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// The registry's own module, not the data layer's barrel: boot needs one\n// registry, not the whole server surface.\nimport {\n  type ApiV1ResourceHandler,\n  registerApiV1Resource,\n  registerApiV1UsageFigures,\n} from '@aglyn/tenant-data-admin/server/api-v1-resources'\nimport {\n  listPluginMembershipDetachers,\n  registerPluginMembershipDetacher,\n} from '@aglyn/aglyn/plugin-manager/plugin-membership-detach'\nimport { BUNDLE_ID } from './constants/bundle-common'\n\n/**\n * The plan feature every CRM resource of `/v1` needs, and the sentence its\n * refusal says (AGL-2611, AGL-2851): the whole CRM is included from\n * Starter, so a Free workspace reads and changes none of it over the API. A\n * capture still records people on every plan; working them is the CRM.\n */\nconst CRM_SUITE = {\n  feature: 'crm',\n  message:\n    'The CRM — contacts, leads, companies, deals, tasks, pipelines, ' +\n    'activities and email templates — is not included in this organization’s plan',\n} as const\n\n/**\n * The CRM's resources on the customer REST API, each handler loaded with the\n * first request for it. In the order the API root lists them: the people\n * first, then the records a team keeps about them, then a site's leads\n * (`/v1/leads?siteId=`, a top-level path with the site as a parameter), then\n * the letters sent from a record (AGL-2658).\n */\nconst CRM_API_V1_RESOURCES: ReadonlyArray<readonly [string, ApiV1ResourceHandler]> = [\n  ['contacts', async (...args) => (await import('./server/api-v1/contacts')).handleContacts(...args)],\n  ['companies', async (...args) => (await import('./server/api-v1/crm-companies')).handleCompanies(...args)],\n  ['pipelines', async (...args) => (await import('./server/api-v1/crm-pipelines')).handlePipelines(...args)],\n  ['deals', async (...args) => (await import('./server/api-v1/crm-deals')).handleDeals(...args)],\n  ['tasks', async (...args) => (await import('./server/api-v1/crm-tasks')).handleTasks(...args)],\n  ['activities', async (...args) => (await import('./server/api-v1/crm-activities')).handleActivities(...args)],\n  ['leads', async (...args) => (await import('./server/api-v1/crm-leads')).handleLeads(...args)],\n  [\n    'email-templates',\n    async (...args) => (await import('./server/api-v1/crm-email-templates')).handleEmailTemplates(...args),\n  ],\n]\n\n/**\n * The CRM's CONSOLE-ONLY server declarations, named under\n * `consoleServerDeclarations` in `plugins.config.json` and run at the\n * console's boot.\n *\n * It serves the CRM's resources of `/v1` (AGL-2606): the console's router\n * owns the pipeline in front of them — the key, the plan's API access, the\n * quota, the rate limit, the error envelope — and hands every request under\n * `/v1/contacts`, `/v1/deals` and the rest to the CRM once the key is\n * authenticated and the organization's plan carries the CRM. Each resource\n * brings its description for the API's OpenAPI document, and the CRM's\n * records band and collection sizes join `GET /v1/usage`. The API is the\n * console's alone, so the tenant runtime does not register them.\n *\n * It also clears a removed container off the CRM's records: a campaign is\n * deleted from the console, and its owner asks every plugin's membership\n * detacher first (`server/container-detach.ts`).\n *\n * Light at boot: each resource's module is imported with its first request,\n * the descriptions when the document is first built, and the usage reader\n * with the first usage call.\n * Registering again replaces this plugin's own entries, so a second call (a\n * hot reload, a spec) is harmless.\n */\nexport function registerCrmConsoleServerDeclarations(): void {\n  for (const [resource, handle] of CRM_API_V1_RESOURCES) {\n    registerApiV1Resource(\n      resource,\n      {\n        handle,\n        entitlement: CRM_SUITE,\n        describe: async () =>\n          (await import('./server/api-v1/openapi')).CRM_API_V1_DESCRIPTIONS[resource],\n      },\n      { pluginId: BUNDLE_ID },\n    )\n  }\n  registerApiV1UsageFigures(\n    async (ctx) => (await import('./server/api-v1/usage')).crmUsageFigures(ctx),\n    { pluginId: BUNDLE_ID },\n  )\n  // A removed container — a deleted campaign — comes off every lead and every\n  // contact facet naming it, before its owner removes it (AGL-3080).\n  if (!listPluginMembershipDetachers().includes(BUNDLE_ID)) {\n    registerPluginMembershipDetacher(\n      async (request) => (await import('./server/container-detach')).crmContainerDetacher(request),\n      { pluginId: BUNDLE_ID },\n    )\n  }\n}\n"],"names":["registerApiV1Resource","registerApiV1UsageFigures","listPluginMembershipDetachers","registerPluginMembershipDetacher","BUNDLE_ID","CRM_SUITE","feature","message","CRM_API_V1_RESOURCES","args","handleContacts","handleCompanies","handlePipelines","handleDeals","handleTasks","handleActivities","handleLeads","handleEmailTemplates","registerCrmConsoleServerDeclarations","resource","handle","entitlement","describe","CRM_API_V1_DESCRIPTIONS","pluginId","ctx","crmUsageFigures","includes","request","crmContainerDetacher"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,yEAAyE;AACzE,0CAA0C;AAC1C,SAEEA,qBAAqB,EACrBC,yBAAyB,QACpB,mDAAkD;AACzD,SACEC,6BAA6B,EAC7BC,gCAAgC,QAC3B,uDAAsD;AAC7D,SAASC,SAAS,QAAQ,+BAA2B;AAErD;;;;;CAKC,GACD,MAAMC,YAAY;IAChBC,SAAS;IACTC,SACE,oEACA;AACJ;AAEA;;;;;;CAMC,GACD,MAAMC,uBAA+E;IACnF;QAAC;QAAY,OAAO,GAAGC,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,8BAA0B,EAAGC,cAAc,IAAID;KAAM;IACnG;QAAC;QAAa,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,mCAA+B,EAAGE,eAAe,IAAIF;KAAM;IAC1G;QAAC;QAAa,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,mCAA+B,EAAGG,eAAe,IAAIH;KAAM;IAC1G;QAAC;QAAS,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,+BAA2B,EAAGI,WAAW,IAAIJ;KAAM;IAC9F;QAAC;QAAS,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,+BAA2B,EAAGK,WAAW,IAAIL;KAAM;IAC9F;QAAC;QAAc,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,oCAAgC,EAAGM,gBAAgB,IAAIN;KAAM;IAC7G;QAAC;QAAS,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,+BAA2B,EAAGO,WAAW,IAAIP;KAAM;IAC9F;QACE;QACA,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,yCAAqC,EAAGQ,oBAAoB,IAAIR;KAClG;CACF;AAED;;;;;;;;;;;;;;;;;;;;;;;CAuBC,GACD,OAAO,SAASS;IACd,KAAK,MAAM,CAACC,UAAUC,OAAO,IAAIZ,qBAAsB;QACrDR,sBACEmB,UACA;YACEC;YACAC,aAAahB;YACbiB,UAAU,UACR,AAAC,CAAA,MAAM,MAAM,CAAC,6BAAyB,EAAGC,uBAAuB,CAACJ,SAAS;QAC/E,GACA;YAAEK,UAAUpB;QAAU;IAE1B;IACAH,0BACE,OAAOwB,MAAQ,AAAC,CAAA,MAAM,MAAM,CAAC,2BAAuB,EAAGC,eAAe,CAACD,MACvE;QAAED,UAAUpB;IAAU;IAExB,4EAA4E;IAC5E,mEAAmE;IACnE,IAAI,CAACF,gCAAgCyB,QAAQ,CAACvB,YAAY;QACxDD,iCACE,OAAOyB,UAAY,AAAC,CAAA,MAAM,MAAM,CAAC,+BAA2B,EAAGC,oBAAoB,CAACD,UACpF;YAAEJ,UAAUpB;QAAU;IAE1B;AACF"}
+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.console-server.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// The registry's own module, not the data layer's barrel: boot needs one\n// registry, not the whole server surface.\nimport {\n  type ApiV1ResourceHandler,\n  registerApiV1Resource,\n  registerApiV1UsageFigures,\n} from '@aglyn/tenant-data-admin/server/api-v1-resources'\nimport {\n  listPluginMembershipDetachers,\n  registerPluginMembershipDetacher,\n} from '@aglyn/aglyn/plugin-manager/plugin-membership-detach'\nimport { registerPluginPersonRecordsEraser } from '@aglyn/aglyn/plugin-manager/plugin-person-erasure'\nimport { registerPluginTransferResource } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport { crmTransferPlanGate, registerCrmTransferResources } from './transfer/register'\nimport {\n  CRM_EMAIL_TEMPLATE_PACKAGE_RULES,\n  CRM_EMAIL_TEMPLATES_TRANSFER_KEY,\n  crmEmailTemplateDependencies,\n  remapCrmEmailTemplateIds,\n  type CrmEmailTemplatePackageContent,\n} from './transfer/email-templates-package'\n\n/** The email templates package's server half (AGL-3535), loaded when an import or export first asks. */\nconst templatesPackage = async () =>\n  (await import('./transfer/email-templates-package.server')).createCrmEmailTemplatesPackage()\n\n/**\n * The plan feature every CRM resource of `/v1` needs, and the sentence its\n * refusal says (AGL-2611, AGL-2851): the whole CRM is included from\n * Starter, so a Free workspace reads and changes none of it over the API. A\n * capture still records people on every plan; working them is the CRM.\n */\nconst CRM_SUITE = {\n  feature: 'crm',\n  message:\n    'The CRM — contacts, leads, companies, deals, tasks, pipelines, ' +\n    'activities and email templates — is not included in this organization’s plan',\n} as const\n\n/**\n * The CRM's resources on the customer REST API, each handler loaded with the\n * first request for it. In the order the API root lists them: the people\n * first, then the records a team keeps about them, then a site's leads\n * (`/v1/leads?siteId=`, a top-level path with the site as a parameter), then\n * the letters sent from a record (AGL-2658).\n */\nconst CRM_API_V1_RESOURCES: ReadonlyArray<readonly [string, ApiV1ResourceHandler]> = [\n  ['contacts', async (...args) => (await import('./server/api-v1/contacts')).handleContacts(...args)],\n  ['companies', async (...args) => (await import('./server/api-v1/crm-companies')).handleCompanies(...args)],\n  ['pipelines', async (...args) => (await import('./server/api-v1/crm-pipelines')).handlePipelines(...args)],\n  ['deals', async (...args) => (await import('./server/api-v1/crm-deals')).handleDeals(...args)],\n  ['tasks', async (...args) => (await import('./server/api-v1/crm-tasks')).handleTasks(...args)],\n  ['activities', async (...args) => (await import('./server/api-v1/crm-activities')).handleActivities(...args)],\n  ['leads', async (...args) => (await import('./server/api-v1/crm-leads')).handleLeads(...args)],\n  [\n    'email-templates',\n    async (...args) => (await import('./server/api-v1/crm-email-templates')).handleEmailTemplates(...args),\n  ],\n]\n\n/**\n * The CRM's CONSOLE-ONLY server declarations, named under\n * `consoleServerDeclarations` in `plugins.config.json` and run at the\n * console's boot.\n *\n * It serves the CRM's resources of `/v1` (AGL-2606): the console's router\n * owns the pipeline in front of them — the key, the plan's API access, the\n * quota, the rate limit, the error envelope — and hands every request under\n * `/v1/contacts`, `/v1/deals` and the rest to the CRM once the key is\n * authenticated and the organization's plan carries the CRM. Each resource\n * brings its description for the API's OpenAPI document, and the CRM's\n * records band and collection sizes join `GET /v1/usage`. The API is the\n * console's alone, so the tenant runtime does not register them.\n *\n * It registers the server half of the CRM's import and export resources\n * (`transfer/register.ts`).\n *\n * It also clears a removed container off the CRM's records: a campaign is\n * deleted from the console, and its owner asks every plugin's membership\n * detacher first (`server/container-detach.ts`).\n *\n * Light at boot: each resource's module is imported with its first request,\n * the descriptions when the document is first built, and the usage reader\n * with the first usage call.\n * Registering again replaces this plugin's own entries, so a second call (a\n * hot reload, a spec) is harmless.\n */\nexport function registerCrmConsoleServerDeclarations(): void {\n  // Email templates in a workspace package (AGL-3535).\n  registerPluginTransferResource(\n    CRM_EMAIL_TEMPLATES_TRANSFER_KEY,\n    {\n      items: async (ctx) => (await templatesPackage()).items(ctx),\n      dependencies: (item) => crmEmailTemplateDependencies(item as CrmEmailTemplatePackageContent),\n      remapIds: (item, idMap) => remapCrmEmailTemplateIds(item as CrmEmailTemplatePackageContent, idMap),\n      readItems: async (ctx, ids) => (await templatesPackage()).readItems(ctx, ids),\n      writeItems: async (ctx, items, writer) => (await templatesPackage()).writeItems(ctx, items as never, writer),\n      revertItems: async (ctx, steps) => (await templatesPackage()).revertItems(ctx, steps as never),\n      problems: async (ctx, write) => (await templatesPackage()).problems(ctx, write as never),\n      rules: CRM_EMAIL_TEMPLATE_PACKAGE_RULES,\n      planGate: crmTransferPlanGate('email templates'),\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // The record system's share of a person erasure (AGL-2623, AGL-3080): it\n  // names the person's contacts before anybody erases, and erases them, their\n  // satellites and their lead after everybody else. Required, and loaded with\n  // the first erasure.\n  registerPluginPersonRecordsEraser(\n    {\n      locate: async (target) => (await import('./server/person-eraser')).crmPersonEraser().locate(target),\n      erase: async (request) => (await import('./server/person-eraser')).crmPersonEraser().erase(request),\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  for (const [resource, handle] of CRM_API_V1_RESOURCES) {\n    registerApiV1Resource(\n      resource,\n      {\n        handle,\n        entitlement: CRM_SUITE,\n        describe: async () =>\n          (await import('./server/api-v1/openapi')).CRM_API_V1_DESCRIPTIONS[resource],\n      },\n      { pluginId: BUNDLE_ID },\n    )\n  }\n  registerApiV1UsageFigures(\n    async (ctx) => (await import('./server/api-v1/usage')).crmUsageFigures(ctx),\n    { pluginId: BUNDLE_ID },\n  )\n  // What the CRM imports and exports (AGL-3527): each resource's module\n  // loads with the first transfer that asks for it.\n  registerCrmTransferResources(BUNDLE_ID)\n  // A removed container — a deleted campaign — comes off every lead and every\n  // contact facet naming it, before its owner removes it (AGL-3080).\n  if (!listPluginMembershipDetachers().includes(BUNDLE_ID)) {\n    registerPluginMembershipDetacher(\n      async (request) => (await import('./server/container-detach')).crmContainerDetacher(request),\n      { pluginId: BUNDLE_ID },\n    )\n  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package/src/lib/declarations.d.ts

@@ -0,0 +1,26 @@
+/**
+ * @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 CRM's DECLARATIONS: what another surface reads of this plugin before any
+ * of its own surfaces load, in both apps and in the console's browser.
+ *
+ * Its recipes (AGL-2626), so the automation editor's Recipes menu offers
+ * "Welcome a new lead" on a site whose CRM pages were never opened, and the
+ * automation it builds names the recipe it began as. Light by construction:
+ * the recipes are definitions, and nothing here reaches Firestore or React.
+ */
+export declare function registerCrmDeclarations(): void;

package/src/lib/declarations.js

@@ -0,0 +1,35 @@
+/**
+ * @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 seam from its own module, not the plugin-manager barrel: both apps load
+// this at boot, and the barrel reaches the client contexts.
+import { registerInteractionRecipes } from "@aglyn/aglyn/plugin-manager/interaction-recipes";
+import { BUNDLE_ID } from "./constants/bundle-common.js";
+import { CRM_ACTION_RECIPES } from "./model/crm-recipes.js";
+/**
+ * The CRM's DECLARATIONS: what another surface reads of this plugin before any
+ * of its own surfaces load, in both apps and in the console's browser.
+ *
+ * Its recipes (AGL-2626), so the automation editor's Recipes menu offers
+ * "Welcome a new lead" on a site whose CRM pages were never opened, and the
+ * automation it builds names the recipe it began as. Light by construction:
+ * the recipes are definitions, and nothing here reaches Firestore or React.
+ */ export function registerCrmDeclarations() {
+    registerInteractionRecipes(CRM_ACTION_RECIPES, {
+        pluginId: BUNDLE_ID
+    });
+}
+
+//# sourceMappingURL=declarations.js.map

package/src/lib/declarations.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.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// The seam from its own module, not the plugin-manager barrel: both apps load\n// this at boot, and the barrel reaches the client contexts.\nimport { registerInteractionRecipes } from '@aglyn/aglyn/plugin-manager/interaction-recipes'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport { CRM_ACTION_RECIPES } from './model/crm-recipes'\n\n/**\n * The CRM's DECLARATIONS: what another surface reads of this plugin before any\n * of its own surfaces load, in both apps and in the console's browser.\n *\n * Its recipes (AGL-2626), so the automation editor's Recipes menu offers\n * \"Welcome a new lead\" on a site whose CRM pages were never opened, and the\n * automation it builds names the recipe it began as. Light by construction:\n * the recipes are definitions, and nothing here reaches Firestore or React.\n */\nexport function registerCrmDeclarations(): void {\n  registerInteractionRecipes(CRM_ACTION_RECIPES, { pluginId: BUNDLE_ID })\n}\n"],"names":["registerInteractionRecipes","BUNDLE_ID","CRM_ACTION_RECIPES","registerCrmDeclarations","pluginId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,8EAA8E;AAC9E,4DAA4D;AAC5D,SAASA,0BAA0B,QAAQ,kDAAiD;AAC5F,SAASC,SAAS,QAAQ,+BAA2B;AACrD,SAASC,kBAAkB,QAAQ,yBAAqB;AAExD;;;;;;;;CAQC,GACD,OAAO,SAASC;IACdH,2BAA2BE,oBAAoB;QAAEE,UAAUH;IAAU;AACvE"}

package/src/lib/declarations.server.d.ts

@@ -15,6 +15,7 @@
  * limitations under the License.
  */
 import { type PluginContactCaptureWriter } from '@aglyn/aglyn/plugin-manager/plugin-contact-capture';
+import { type PluginPersonRecords } from '@aglyn/aglyn/plugin-manager/plugin-person-records';
 import { type PluginRecordIndex } from '@aglyn/aglyn/plugin-manager/plugin-record-index';
 import { type PluginRecordTimelineWriter } from '@aglyn/aglyn/plugin-manager/plugin-record-timeline';
 /**
@@ -27,11 +28,21 @@ import { type PluginRecordTimelineWriter } from '@aglyn/aglyn/plugin-manager/plu
  * including ones that will never touch the CRM.
  */
 export declare const crmContactCaptureWriter: PluginContactCaptureWriter;
+/**
+ * The CRM as the plugin other plugins ask for people (AGL-3080), deferred
+ * like the capture: `server/person-records.ts` and the Admin SDK it brings
+ * load with the first question, not when the process starts.
+ */
+export declare const crmPersonRecordsService: PluginPersonRecords;
 /**
  * The `pipeline` record index, its reads loaded with the first one — see
  * `server/pipeline-record-index.ts` for what it answers.
  */
 export declare const crmPipelineRecordIndex: PluginRecordIndex;
+/** The companies a person works for, as another plugin reads them (AGL-3080). */
+export declare const crmCompanyRecordIndex: PluginRecordIndex;
+/** The email templates and snippets reps write, as another plugin reads them (AGL-3080). */
+export declare const crmMessageTemplateRecordIndex: PluginRecordIndex;
 /**
  * The CRM's writer on the record-timeline seam (AGL-2981), deferred: the
  * writer and the Admin SDK it brings load with the first entry filed.