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

package/src/lib/declarations.server.js

@@ -19,12 +19,15 @@ import { registerPluginConsentGroupParticipant } from "@aglyn/aglyn/plugin-manag
 import { registerPluginContactCaptureWriter } from "@aglyn/aglyn/plugin-manager/plugin-contact-capture";
 import { registerPluginLeadConversionListener } from "@aglyn/aglyn/plugin-manager/plugin-lead-conversion";
 import { registerPluginPersonMatcher } from "@aglyn/aglyn/plugin-manager/plugin-person-matches";
+import { registerPluginPersonRecords } from "@aglyn/aglyn/plugin-manager/plugin-person-records";
 import { registerPluginRecordIndex } from "@aglyn/aglyn/plugin-manager/plugin-record-index";
 import { registerPluginRecordEmailStateWriter } from "@aglyn/aglyn/plugin-manager/plugin-record-email-state";
+import { registerPluginRecordOriginWriter } from "@aglyn/aglyn/plugin-manager/plugin-record-origin";
 import { registerPluginRecordTimelineWriter } from "@aglyn/aglyn/plugin-manager/plugin-record-timeline";
 import { registerPluginRecordWrittenListener } from "@aglyn/aglyn/plugin-manager/plugin-record-written";
+import { registerServerStepExecutor } from "@aglyn/aglyn/plugin-manager/plugin-server-steps";
 import { registerPluginUsageMeter } from "@aglyn/aglyn/plugin-manager/plugin-usage-meters";
-import { BUNDLE_ID, CRM_RECORDS_METER_ID } from "./constants/bundle-common.js";
+import { BUNDLE_ID, CRM_RECORDS_METER_ID, CRM_STEP_TYPES } from "./constants/bundle-common.js";
 import { summarizeConsentGroupChange } from "./model/consent-group-summary.js";
 /**
  * The CRM as the plugin that keeps people.
@@ -40,6 +43,36 @@ import { summarizeConsentGroupChange } from "./model/consent-group-summary.js";
         return await captureContactForCrm(request);
     }
 };
+/**
+ * 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 const crmPersonRecordsService = {
+    async find (request) {
+        const { crmPersonRecords } = await import("./server/person-records.js");
+        return crmPersonRecords.find(request);
+    },
+    async read (request) {
+        const { crmPersonRecords } = await import("./server/person-records.js");
+        return crmPersonRecords.read(request);
+    },
+    async fileUnder (request) {
+        const { crmPersonRecords } = await import("./server/person-records.js");
+        return crmPersonRecords.fileUnder(request);
+    },
+    async recordRefund (request) {
+        const { crmPersonRecords } = await import("./server/person-records.js");
+        return crmPersonRecords.recordRefund(request);
+    },
+    async peopleInView (request) {
+        const { crmPersonRecords } = await import("./server/person-records.js");
+        return crmPersonRecords.peopleInView(request);
+    },
+    async wroteIn (request) {
+        const { crmPersonRecords } = await import("./server/person-records.js");
+        return crmPersonRecords.wroteIn(request);
+    }
+};
 /**
  * The `pipeline` record index, its reads loaded with the first one — see
  * `server/pipeline-record-index.ts` for what it answers.
@@ -53,6 +86,20 @@ import { summarizeConsentGroupChange } from "./model/consent-group-summary.js";
         return pipelineRecordIndex.get(request);
     }
 };
+/** One of `server/crm-record-indexes.ts`'s indexes, its reads loaded with the first one. */ function lazyCrmRecordIndex(kind) {
+    return {
+        async list (request) {
+            const { crmRecordIndexes } = await import("./server/crm-record-indexes.js");
+            return crmRecordIndexes()[kind].list(request);
+        },
+        async get (request) {
+            const { crmRecordIndexes } = await import("./server/crm-record-indexes.js");
+            return crmRecordIndexes()[kind].get(request);
+        }
+    };
+}
+/** The companies a person works for, as another plugin reads them (AGL-3080). */ export const crmCompanyRecordIndex = lazyCrmRecordIndex('company');
+/** The email templates and snippets reps write, as another plugin reads them (AGL-3080). */ export const crmMessageTemplateRecordIndex = lazyCrmRecordIndex('messageTemplate');
 /**
  * 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.
@@ -68,6 +115,17 @@ import { summarizeConsentGroupChange } from "./model/consent-group-summary.js";
     async recordEmailDelivery (request) {
         const { createCrmRecordTimelineWriter, defaultCrmRecordTimelineDeps } = await import("./server/record-timeline.js");
         return createCrmRecordTimelineWriter(defaultCrmRecordTimelineDeps()).recordEmailDelivery(request);
+    },
+    // A delivery event for a message the CRM tagged (AGL-2615, AGL-3080).
+    async recordTaggedDelivery (request) {
+        const { createCrmRecordTimelineWriter, defaultCrmRecordTimelineDeps } = await import("./server/record-timeline.js");
+        return createCrmRecordTimelineWriter(defaultCrmRecordTimelineDeps()).recordTaggedDelivery(request);
+    },
+    // An automation's email to the person its event is about, filed on that
+    // person's timeline with its delivery state (AGL-2615, AGL-3080).
+    async prepareEmail (request) {
+        const { prepareCrmRecordEmail } = await import("./server/automation-steps.js");
+        return prepareCrmRecordEmail(request);
     }
 };
 /**
@@ -96,6 +154,13 @@ import { summarizeConsentGroupChange } from "./model/consent-group-summary.js";
     registerPluginContactCaptureWriter(crmContactCaptureWriter, {
         pluginId: BUNDLE_ID
     });
+    // The other half of keeping people (AGL-3080): another plugin that holds
+    // an address, or a record the CRM handed it, asks here for the person —
+    // a flow email's consent read, a refund, an automation filing somebody
+    // under a campaign — and never opens the CRM's collections itself.
+    registerPluginPersonRecords(crmPersonRecordsService, {
+        pluginId: BUNDLE_ID
+    });
     // The CRM's own share of a lead conversion (AGL-3254): the lead's
     // campaigns go onto the contact's facet. Through the seam every door
     // that converts a lead reaches, and deferred like the capture: the
@@ -146,6 +211,11 @@ import { summarizeConsentGroupChange } from "./model/consent-group-summary.js";
         async reached (request) {
             const { createCrmRecordEmailStateWriter, defaultCrmRecordEmailStateDeps } = await import("./server/record-email-state.js");
             return createCrmRecordEmailStateWriter(defaultCrmRecordEmailStateDeps()).reached(request);
+        },
+        // A lead that wrote back, moved to Working (AGL-3080).
+        async replied (request) {
+            const { createCrmRecordEmailStateWriter, defaultCrmRecordEmailStateDeps } = await import("./server/record-email-state.js");
+            return createCrmRecordEmailStateWriter(defaultCrmRecordEmailStateDeps()).replied(request);
         }
     }, {
         pluginId: BUNDLE_ID
@@ -158,6 +228,18 @@ import { summarizeConsentGroupChange } from "./model/consent-group-summary.js";
     registerPluginRecordTimelineWriter(crmRecordTimelineWriter, {
         pluginId: BUNDLE_ID
     });
+    // Where a person came from (AGL-3519): a door the CRM does not run — the
+    // platform's account sign-up, a sequence enrolling someone — names its
+    // origin, and the CRM stamps the built-in Lead source on a record holding
+    // none. Deferred like the rest.
+    registerPluginRecordOriginWriter({
+        async stamp (request) {
+            const { crmRecordOriginWriter } = await import("./server/record-origin.js");
+            return crmRecordOriginWriter.stamp(request);
+        }
+    }, {
+        pluginId: BUNDLE_ID
+    });
     // Sharing rules (AGL-3336), re-evaluated after every server write of a
     // lead, a contact, a company or a deal: the core tells its record-written
     // listeners from the list-field restamp every such writer ends with, in
@@ -176,6 +258,20 @@ import { summarizeConsentGroupChange } from "./model/consent-group-summary.js";
     registerPluginRecordIndex('pipeline', crmPipelineRecordIndex, {
         pluginId: BUNDLE_ID
     });
+    // The company a person works for, and the templates reps write, as a sales
+    // sequence reads them (AGL-3080). Deferred like the rest.
+    registerPluginRecordIndex('company', crmCompanyRecordIndex, {
+        pluginId: BUNDLE_ID
+    });
+    registerPluginRecordIndex('messageTemplate', crmMessageTemplateRecordIndex, {
+        pluginId: BUNDLE_ID
+    });
+    // The automation steps that write the CRM (AGL-2605, AGL-3080), run for the
+    // workflows engine through the server-step seam and declared under
+    // `serverSteps`. Deferred like the rest: the writes load with the first step.
+    registerServerStepExecutor(CRM_STEP_TYPES, async (request)=>(await import("./server/automation-steps.js")).runCrmAutomationStep(request), {
+        pluginId: BUNDLE_ID
+    });
     registerPluginConsentGroupParticipant({
         async preview (request) {
             const { consentGroupParticipant } = await import("./server/consent-group-participant.js");

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.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 contract from its own module, not the plugin-manager barrel: boot needs\n// the registry and nothing else, and the barrel reaches the client contexts.\nimport { registerPluginConsentGroupParticipant } from '@aglyn/aglyn/plugin-manager/plugin-consent-group-change'\nimport {\n  registerPluginContactCaptureWriter,\n  type PluginContactCaptureWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport { registerPluginLeadConversionListener } from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion'\nimport { registerPluginPersonMatcher } from '@aglyn/aglyn/plugin-manager/plugin-person-matches'\nimport {\n  registerPluginRecordIndex,\n  type PluginRecordIndex,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-index'\nimport { registerPluginRecordEmailStateWriter } from '@aglyn/aglyn/plugin-manager/plugin-record-email-state'\nimport {\n  registerPluginRecordTimelineWriter,\n  type PluginRecordTimelineWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-timeline'\nimport { registerPluginRecordWrittenListener } from '@aglyn/aglyn/plugin-manager/plugin-record-written'\nimport { registerPluginUsageMeter } from '@aglyn/aglyn/plugin-manager/plugin-usage-meters'\nimport { BUNDLE_ID, CRM_RECORDS_METER_ID } from './constants/bundle-common'\nimport { summarizeConsentGroupChange } from './model/consent-group-summary'\n\n/**\n * The CRM as the plugin that keeps people.\n *\n * Light by construction, the way the workflows listener is: the capture\n * itself is imported when the first one arrives, not when the process\n * starts, so a process that never captures anybody pays for this object and\n * nothing else. That matters because this registers in EVERY server process,\n * including ones that will never touch the CRM.\n */\nexport const crmContactCaptureWriter: PluginContactCaptureWriter = {\n  async capture(request) {\n    const { captureContactForCrm } = await import('./server/capture-contact')\n    return await captureContactForCrm(request)\n  },\n}\n\n/**\n * The `pipeline` record index, its reads loaded with the first one — see\n * `server/pipeline-record-index.ts` for what it answers.\n */\nexport const crmPipelineRecordIndex: PluginRecordIndex = {\n  async list(request) {\n    const { pipelineRecordIndex } = await import('./server/pipeline-record-index')\n    return pipelineRecordIndex.list(request)\n  },\n  async get(request) {\n    const { pipelineRecordIndex } = await import('./server/pipeline-record-index')\n    return pipelineRecordIndex.get(request)\n  },\n}\n\n/**\n * The CRM's writer on the record-timeline seam (AGL-2981), deferred: the\n * writer and the Admin SDK it brings load with the first entry filed.\n */\nexport const crmRecordTimelineWriter: PluginRecordTimelineWriter = {\n  async logActivity(request) {\n    const { createCrmRecordTimelineWriter, defaultCrmRecordTimelineDeps } =\n      await import('./server/record-timeline')\n    return createCrmRecordTimelineWriter(defaultCrmRecordTimelineDeps()).logActivity(request)\n  },\n  async createTask(request) {\n    const { createCrmRecordTimelineWriter, defaultCrmRecordTimelineDeps } =\n      await import('./server/record-timeline')\n    return createCrmRecordTimelineWriter(defaultCrmRecordTimelineDeps()).createTask(request)\n  },\n  async recordEmailDelivery(request) {\n    const { createCrmRecordTimelineWriter, defaultCrmRecordTimelineDeps } =\n      await import('./server/record-timeline')\n    return createCrmRecordTimelineWriter(defaultCrmRecordTimelineDeps()).recordEmailDelivery!(request)\n  },\n}\n\n/**\n * The plugin's SERVER declarations: what the server must know at boot, before\n * any door of the CRM has been called.\n *\n * ## Why a declaration and not a `tenantApi` registration\n *\n * The doors that meet a person mostly never load this plugin. A form\n * submission is a core route; an order and a booking are captured inside\n * STRIPE WEBHOOKS. None of them has a reason to load the CRM, and a registry\n * filled by a surface that did not load answers `null` — which\n * `capturePluginContact` defines as \"this workspace has no record system\", a\n * sentence that would be false and silent. Orders would stop creating\n * contacts with nothing red anywhere, which is the AGL-3025 shape.\n *\n * Running from both apps' generated server-declarations manifest at boot is\n * what makes the answer true in every process. It is also called from the\n * plugin's own API register functions, so a process whose boot did not run it\n * still registers the writer the first time a CRM door loads. Registering\n * twice replaces in place.\n *\n * ⚠️ The registry holds ONE writer: a workspace keeps one set of people. A\n * second plugin's is refused naming both, and the incumbent keeps serving.\n */\nexport function registerCrmServerDeclarations(): void {\n  registerPluginContactCaptureWriter(crmContactCaptureWriter, {\n    pluginId: BUNDLE_ID,\n  })\n  // The CRM's own share of a lead conversion (AGL-3254): the lead's\n  // campaigns go onto the contact's facet. Through the seam every door\n  // that converts a lead reaches, and deferred like the capture: the\n  // module that writes is loaded when the first conversion arrives, and\n  // it brings the Admin SDK with it — this file defers the plugin's OWN\n  // module only. A library imported statically across the plugin cannot\n  // also be lazy-loaded here: `enforce-module-boundaries` refuses every\n  // static import of a library the project lazy-loads anywhere.\n  registerPluginLeadConversionListener(\n    async (request) => {\n      const { carryLeadCampaignsOnConversion } =\n        await import('./server/lead-campaign-carry')\n      return carryLeadCampaignsOnConversion(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // \"Did this workspace already know this person?\" (AGL-3289), asked by the\n  // staff console's acquisition card. Deferred like the rest: the reads load\n  // when a staff member first opens a card, not when the process starts.\n  registerPluginPersonMatcher(\n    async (request) => {\n      const { matchCrmPeople } = await import('./server/person-matches')\n      return matchCrmPeople(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // The CRM's share of a consent group change (AGL-3320): a contact's\n  // per-site refusal carried across a separation, and the records keyed by a\n  // group re-homed after the flip. Registered whether or not a workspace has\n  // the CRM switched on, because the contacts — and the refusals on them —\n  // outlive the switch. Deferred like the rest; the summary is plain words\n  // and answers synchronously.\n  // The record email-state writer (AGL-3245), here as well as in the console\n  // API so the tenant's doors reach it too: a form submission's capture is\n  // checked for deliverability after its response (AGL-3328), and the \"Would\n  // bounce\" that check finds is written through this seam. Deferred like the\n  // rest; the console's own registration replaces this one with the same\n  // writer, loaded eagerly.\n  registerPluginRecordEmailStateWriter(\n    {\n      async stamp(request) {\n        const { createCrmRecordEmailStateWriter, defaultCrmRecordEmailStateDeps } =\n          await import('./server/record-email-state')\n        return createCrmRecordEmailStateWriter(defaultCrmRecordEmailStateDeps()).stamp(request)\n      },\n      // A send's first opens and clicks, stamped on the contacts they name\n      // (AGL-2616) — the campaign webhook's courtesy, deferred like the rest.\n      async engaged(request) {\n        const { createCrmRecordEmailStateWriter, defaultCrmRecordEmailStateDeps } =\n          await import('./server/record-email-state')\n        return createCrmRecordEmailStateWriter(defaultCrmRecordEmailStateDeps()).engaged!(request)\n      },\n      // A delivered campaign's leads, moved to Nurturing (AGL-3446).\n      async reached(request) {\n        const { createCrmRecordEmailStateWriter, defaultCrmRecordEmailStateDeps } =\n          await import('./server/record-email-state')\n        return createCrmRecordEmailStateWriter(defaultCrmRecordEmailStateDeps()).reached!(request)\n      },\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // The record timeline writer (AGL-2981), here as well as in the API\n  // surfaces so a door in either app reaches it: a booking confirmed on the\n  // tenant, or by the payment webhook, files its meeting and follow-up\n  // through it (AGL-2660). Deferred like the rest; an API registration\n  // replaces this one with the same writer, loaded eagerly.\n  registerPluginRecordTimelineWriter(crmRecordTimelineWriter, { pluginId: BUNDLE_ID })\n  // Sharing rules (AGL-3336), re-evaluated after every server write of a\n  // lead, a contact, a company or a deal: the core tells its record-written\n  // listeners from the list-field restamp every such writer ends with, in\n  // both apps — a form's capture on the tenant, an edit in the console.\n  // Deferred like the rest: an org with no rules pays one cached read.\n  registerPluginRecordWrittenListener(\n    async (event) => {\n      const { crmSharingRecordWritten } = await import('./server/crm-sharing')\n      await crmSharingRecordWritten(event)\n    },\n    { pluginId: BUNDLE_ID, key: 'sharing' },\n  )\n  // The organization's pipelines and their stages, as another plugin reads\n  // them (AGL-3080): an automation the AI drafts names the stage a deal\n  // moves to. Deferred like the rest: the reads load with the first one.\n  registerPluginRecordIndex('pipeline', crmPipelineRecordIndex, { pluginId: BUNDLE_ID })\n  registerPluginConsentGroupParticipant(\n    {\n      async preview(request) {\n        const { consentGroupParticipant } = await import('./server/consent-group-participant')\n        return consentGroupParticipant.preview(request)\n      },\n      async run(request) {\n        const { consentGroupParticipant } = await import('./server/consent-group-participant')\n        return consentGroupParticipant.run(request)\n      },\n      summarize: summarizeConsentGroupChange,\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // The records band in the monthly usage sweep, a core cron that never\n  // loads a CRM door; declared in `usageAxes` so the sweep refuses to bill a\n  // month without it. 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+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.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 contract from its own module, not the plugin-manager barrel: boot needs\n// the registry and nothing else, and the barrel reaches the client contexts.\nimport { registerPluginConsentGroupParticipant } from '@aglyn/aglyn/plugin-manager/plugin-consent-group-change'\nimport {\n  registerPluginContactCaptureWriter,\n  type PluginContactCaptureWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport { registerPluginLeadConversionListener } from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion'\nimport { registerPluginPersonMatcher } from '@aglyn/aglyn/plugin-manager/plugin-person-matches'\nimport {\n  registerPluginPersonRecords,\n  type PluginPersonRecords,\n} from '@aglyn/aglyn/plugin-manager/plugin-person-records'\nimport {\n  registerPluginRecordIndex,\n  type PluginRecordIndex,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-index'\nimport { registerPluginRecordEmailStateWriter } from '@aglyn/aglyn/plugin-manager/plugin-record-email-state'\nimport { registerPluginRecordOriginWriter } from '@aglyn/aglyn/plugin-manager/plugin-record-origin'\nimport {\n  registerPluginRecordTimelineWriter,\n  type PluginRecordTimelineWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-timeline'\nimport { registerPluginRecordWrittenListener } from '@aglyn/aglyn/plugin-manager/plugin-record-written'\nimport { registerServerStepExecutor } from '@aglyn/aglyn/plugin-manager/plugin-server-steps'\nimport { registerPluginUsageMeter } from '@aglyn/aglyn/plugin-manager/plugin-usage-meters'\nimport { BUNDLE_ID, CRM_RECORDS_METER_ID, CRM_STEP_TYPES } from './constants/bundle-common'\nimport { summarizeConsentGroupChange } from './model/consent-group-summary'\n\n/**\n * The CRM as the plugin that keeps people.\n *\n * Light by construction, the way the workflows listener is: the capture\n * itself is imported when the first one arrives, not when the process\n * starts, so a process that never captures anybody pays for this object and\n * nothing else. That matters because this registers in EVERY server process,\n * including ones that will never touch the CRM.\n */\nexport const crmContactCaptureWriter: PluginContactCaptureWriter = {\n  async capture(request) {\n    const { captureContactForCrm } = await import('./server/capture-contact')\n    return await captureContactForCrm(request)\n  },\n}\n\n/**\n * The CRM as the plugin other plugins ask for people (AGL-3080), deferred\n * like the capture: `server/person-records.ts` and the Admin SDK it brings\n * load with the first question, not when the process starts.\n */\nexport const crmPersonRecordsService: PluginPersonRecords = {\n  async find(request) {\n    const { crmPersonRecords } = await import('./server/person-records')\n    return crmPersonRecords.find(request)\n  },\n  async read(request) {\n    const { crmPersonRecords } = await import('./server/person-records')\n    return crmPersonRecords.read(request)\n  },\n  async fileUnder(request) {\n    const { crmPersonRecords } = await import('./server/person-records')\n    return crmPersonRecords.fileUnder(request)\n  },\n  async recordRefund(request) {\n    const { crmPersonRecords } = await import('./server/person-records')\n    return crmPersonRecords.recordRefund(request)\n  },\n  async peopleInView(request) {\n    const { crmPersonRecords } = await import('./server/person-records')\n    return crmPersonRecords.peopleInView(request)\n  },\n  async wroteIn(request) {\n    const { crmPersonRecords } = await import('./server/person-records')\n    return crmPersonRecords.wroteIn(request)\n  },\n}\n\n/**\n * The `pipeline` record index, its reads loaded with the first one — see\n * `server/pipeline-record-index.ts` for what it answers.\n */\nexport const crmPipelineRecordIndex: PluginRecordIndex = {\n  async list(request) {\n    const { pipelineRecordIndex } = await import('./server/pipeline-record-index')\n    return pipelineRecordIndex.list(request)\n  },\n  async get(request) {\n    const { pipelineRecordIndex } = await import('./server/pipeline-record-index')\n    return pipelineRecordIndex.get(request)\n  },\n}\n\n/** One of `server/crm-record-indexes.ts`'s indexes, its reads loaded with the first one. */\nfunction lazyCrmRecordIndex(kind: 'company' | 'messageTemplate'): PluginRecordIndex {\n  return {\n    async list(request) {\n      const { crmRecordIndexes } = await import('./server/crm-record-indexes')\n      return crmRecordIndexes()[kind].list(request)\n    },\n    async get(request) {\n      const { crmRecordIndexes } = await import('./server/crm-record-indexes')\n      return crmRecordIndexes()[kind].get(request)\n    },\n  }\n}\n\n/** The companies a person works for, as another plugin reads them (AGL-3080). */\nexport const crmCompanyRecordIndex = lazyCrmRecordIndex('company')\n\n/** The email templates and snippets reps write, as another plugin reads them (AGL-3080). */\nexport const crmMessageTemplateRecordIndex = lazyCrmRecordIndex('messageTemplate')\n\n/**\n * The CRM's writer on the record-timeline seam (AGL-2981), deferred: the\n * writer and the Admin SDK it brings load with the first entry filed.\n */\nexport const crmRecordTimelineWriter: PluginRecordTimelineWriter = {\n  async logActivity(request) {\n    const { createCrmRecordTimelineWriter, defaultCrmRecordTimelineDeps } =\n      await import('./server/record-timeline')\n    return createCrmRecordTimelineWriter(defaultCrmRecordTimelineDeps()).logActivity(request)\n  },\n  async createTask(request) {\n    const { createCrmRecordTimelineWriter, defaultCrmRecordTimelineDeps } =\n      await import('./server/record-timeline')\n    return createCrmRecordTimelineWriter(defaultCrmRecordTimelineDeps()).createTask(request)\n  },\n  async recordEmailDelivery(request) {\n    const { createCrmRecordTimelineWriter, defaultCrmRecordTimelineDeps } =\n      await import('./server/record-timeline')\n    return createCrmRecordTimelineWriter(defaultCrmRecordTimelineDeps()).recordEmailDelivery!(request)\n  },\n  // A delivery event for a message the CRM tagged (AGL-2615, AGL-3080).\n  async recordTaggedDelivery(request) {\n    const { createCrmRecordTimelineWriter, defaultCrmRecordTimelineDeps } =\n      await import('./server/record-timeline')\n    return createCrmRecordTimelineWriter(defaultCrmRecordTimelineDeps()).recordTaggedDelivery!(request)\n  },\n  // An automation's email to the person its event is about, filed on that\n  // person's timeline with its delivery state (AGL-2615, AGL-3080).\n  async prepareEmail(request) {\n    const { prepareCrmRecordEmail } = await import('./server/automation-steps')\n    return prepareCrmRecordEmail(request)\n  },\n}\n\n/**\n * The plugin's SERVER declarations: what the server must know at boot, before\n * any door of the CRM has been called.\n *\n * ## Why a declaration and not a `tenantApi` registration\n *\n * The doors that meet a person mostly never load this plugin. A form\n * submission is a core route; an order and a booking are captured inside\n * STRIPE WEBHOOKS. None of them has a reason to load the CRM, and a registry\n * filled by a surface that did not load answers `null` — which\n * `capturePluginContact` defines as \"this workspace has no record system\", a\n * sentence that would be false and silent. Orders would stop creating\n * contacts with nothing red anywhere, which is the AGL-3025 shape.\n *\n * Running from both apps' generated server-declarations manifest at boot is\n * what makes the answer true in every process. It is also called from the\n * plugin's own API register functions, so a process whose boot did not run it\n * still registers the writer the first time a CRM door loads. Registering\n * twice replaces in place.\n *\n * ⚠️ The registry holds ONE writer: a workspace keeps one set of people. A\n * second plugin's is refused naming both, and the incumbent keeps serving.\n */\nexport function registerCrmServerDeclarations(): void {\n  registerPluginContactCaptureWriter(crmContactCaptureWriter, {\n    pluginId: BUNDLE_ID,\n  })\n  // The other half of keeping people (AGL-3080): another plugin that holds\n  // an address, or a record the CRM handed it, asks here for the person —\n  // a flow email's consent read, a refund, an automation filing somebody\n  // under a campaign — and never opens the CRM's collections itself.\n  registerPluginPersonRecords(crmPersonRecordsService, { pluginId: BUNDLE_ID })\n  // The CRM's own share of a lead conversion (AGL-3254): the lead's\n  // campaigns go onto the contact's facet. Through the seam every door\n  // that converts a lead reaches, and deferred like the capture: the\n  // module that writes is loaded when the first conversion arrives, and\n  // it brings the Admin SDK with it — this file defers the plugin's OWN\n  // module only. A library imported statically across the plugin cannot\n  // also be lazy-loaded here: `enforce-module-boundaries` refuses every\n  // static import of a library the project lazy-loads anywhere.\n  registerPluginLeadConversionListener(\n    async (request) => {\n      const { carryLeadCampaignsOnConversion } =\n        await import('./server/lead-campaign-carry')\n      return carryLeadCampaignsOnConversion(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // \"Did this workspace already know this person?\" (AGL-3289), asked by the\n  // staff console's acquisition card. Deferred like the rest: the reads load\n  // when a staff member first opens a card, not when the process starts.\n  registerPluginPersonMatcher(\n    async (request) => {\n      const { matchCrmPeople } = await import('./server/person-matches')\n      return matchCrmPeople(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // The CRM's share of a consent group change (AGL-3320): a contact's\n  // per-site refusal carried across a separation, and the records keyed by a\n  // group re-homed after the flip. Registered whether or not a workspace has\n  // the CRM switched on, because the contacts — and the refusals on them —\n  // outlive the switch. Deferred like the rest; the summary is plain words\n  // and answers synchronously.\n  // The record email-state writer (AGL-3245), here as well as in the console\n  // API so the tenant's doors reach it too: a form submission's capture is\n  // checked for deliverability after its response (AGL-3328), and the \"Would\n  // bounce\" that check finds is written through this seam. Deferred like the\n  // rest; the console's own registration replaces this one with the same\n  // writer, loaded eagerly.\n  registerPluginRecordEmailStateWriter(\n    {\n      async stamp(request) {\n        const { createCrmRecordEmailStateWriter, defaultCrmRecordEmailStateDeps } =\n          await import('./server/record-email-state')\n        return createCrmRecordEmailStateWriter(defaultCrmRecordEmailStateDeps()).stamp(request)\n      },\n      // A send's first opens and clicks, stamped on the contacts they name\n      // (AGL-2616) — the campaign webhook's courtesy, deferred like the rest.\n      async engaged(request) {\n        const { createCrmRecordEmailStateWriter, defaultCrmRecordEmailStateDeps } =\n          await import('./server/record-email-state')\n        return createCrmRecordEmailStateWriter(defaultCrmRecordEmailStateDeps()).engaged!(request)\n      },\n      // A delivered campaign's leads, moved to Nurturing (AGL-3446).\n      async reached(request) {\n        const { createCrmRecordEmailStateWriter, defaultCrmRecordEmailStateDeps } =\n          await import('./server/record-email-state')\n        return createCrmRecordEmailStateWriter(defaultCrmRecordEmailStateDeps()).reached!(request)\n      },\n      // A lead that wrote back, moved to Working (AGL-3080).\n      async replied(request) {\n        const { createCrmRecordEmailStateWriter, defaultCrmRecordEmailStateDeps } =\n          await import('./server/record-email-state')\n        return createCrmRecordEmailStateWriter(defaultCrmRecordEmailStateDeps()).replied!(request)\n      },\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // The record timeline writer (AGL-2981), here as well as in the API\n  // surfaces so a door in either app reaches it: a booking confirmed on the\n  // tenant, or by the payment webhook, files its meeting and follow-up\n  // through it (AGL-2660). Deferred like the rest; an API registration\n  // replaces this one with the same writer, loaded eagerly.\n  registerPluginRecordTimelineWriter(crmRecordTimelineWriter, { pluginId: BUNDLE_ID })\n  // Where a person came from (AGL-3519): a door the CRM does not run — the\n  // platform's account sign-up, a sequence enrolling someone — names its\n  // origin, and the CRM stamps the built-in Lead source on a record holding\n  // none. Deferred like the rest.\n  registerPluginRecordOriginWriter(\n    {\n      async stamp(request) {\n        const { crmRecordOriginWriter } = await import('./server/record-origin')\n        return crmRecordOriginWriter.stamp(request)\n      },\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // Sharing rules (AGL-3336), re-evaluated after every server write of a\n  // lead, a contact, a company or a deal: the core tells its record-written\n  // listeners from the list-field restamp every such writer ends with, in\n  // both apps — a form's capture on the tenant, an edit in the console.\n  // Deferred like the rest: an org with no rules pays one cached read.\n  registerPluginRecordWrittenListener(\n    async (event) => {\n      const { crmSharingRecordWritten } = await import('./server/crm-sharing')\n      await crmSharingRecordWritten(event)\n    },\n    { pluginId: BUNDLE_ID, key: 'sharing' },\n  )\n  // The organization's pipelines and their stages, as another plugin reads\n  // them (AGL-3080): an automation the AI drafts names the stage a deal\n  // moves to. Deferred like the rest: the reads load with the first one.\n  registerPluginRecordIndex('pipeline', crmPipelineRecordIndex, { pluginId: BUNDLE_ID })\n  // The company a person works for, and the templates reps write, as a sales\n  // sequence reads them (AGL-3080). Deferred like the rest.\n  registerPluginRecordIndex('company', crmCompanyRecordIndex, { pluginId: BUNDLE_ID })\n  registerPluginRecordIndex('messageTemplate', crmMessageTemplateRecordIndex, { pluginId: BUNDLE_ID })\n  // The automation steps that write the CRM (AGL-2605, AGL-3080), run for the\n  // workflows engine through the server-step seam and declared under\n  // `serverSteps`. Deferred like the rest: the writes load with the first step.\n  registerServerStepExecutor(\n    CRM_STEP_TYPES,\n    async (request) => (await import('./server/automation-steps')).runCrmAutomationStep(request),\n    { pluginId: BUNDLE_ID },\n  )\n  registerPluginConsentGroupParticipant(\n    {\n      async preview(request) {\n        const { consentGroupParticipant } = await import('./server/consent-group-participant')\n        return consentGroupParticipant.preview(request)\n      },\n      async run(request) {\n        const { consentGroupParticipant } = await import('./server/consent-group-participant')\n        return consentGroupParticipant.run(request)\n      },\n      summarize: summarizeConsentGroupChange,\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // The records band in the monthly usage sweep, a core cron that never\n  // loads a CRM door; declared in `usageAxes` so the sweep refuses to bill a\n  // month without it. Deferred like the rest: the counts load with the\n  // first sweep.\n  registerPluginUsageMeter({\n    pluginId: BUNDLE_ID,\n    id: CRM_RECORDS_METER_ID,\n    measure: async (context) => {\n      const { measureCrmRecords } = await import('./server/crm-records-meter')\n      return measureCrmRecords(context)\n    },\n  })\n}\n\n"],"names":["registerPluginConsentGroupParticipant","registerPluginContactCaptureWriter","registerPluginLeadConversionListener","registerPluginPersonMatcher","registerPluginPersonRecords","registerPluginRecordIndex","registerPluginRecordEmailStateWriter","registerPluginRecordOriginWriter","registerPluginRecordTimelineWriter","registerPluginRecordWrittenListener","registerServerStepExecutor","registerPluginUsageMeter","BUNDLE_ID","CRM_RECORDS_METER_ID","CRM_STEP_TYPES","summarizeConsentGroupChange","crmContactCaptureWriter","capture","request","captureContactForCrm","crmPersonRecordsService","find","crmPersonRecords","read","fileUnder","recordRefund","peopleInView","wroteIn","crmPipelineRecordIndex","list","pipelineRecordIndex","get","lazyCrmRecordIndex","kind","crmRecordIndexes","crmCompanyRecordIndex","crmMessageTemplateRecordIndex","crmRecordTimelineWriter","logActivity","createCrmRecordTimelineWriter","defaultCrmRecordTimelineDeps","createTask","recordEmailDelivery","recordTaggedDelivery","prepareEmail","prepareCrmRecordEmail","registerCrmServerDeclarations","pluginId","carryLeadCampaignsOnConversion","matchCrmPeople","stamp","createCrmRecordEmailStateWriter","defaultCrmRecordEmailStateDeps","engaged","reached","replied","crmRecordOriginWriter","event","crmSharingRecordWritten","key","runCrmAutomationStep","preview","consentGroupParticipant","run","summarize","id","measure","context","measureCrmRecords"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,8EAA8E;AAC9E,6EAA6E;AAC7E,SAASA,qCAAqC,QAAQ,0DAAyD;AAC/G,SACEC,kCAAkC,QAE7B,qDAAoD;AAC3D,SAASC,oCAAoC,QAAQ,qDAAoD;AACzG,SAASC,2BAA2B,QAAQ,oDAAmD;AAC/F,SACEC,2BAA2B,QAEtB,oDAAmD;AAC1D,SACEC,yBAAyB,QAEpB,kDAAiD;AACxD,SAASC,oCAAoC,QAAQ,wDAAuD;AAC5G,SAASC,gCAAgC,QAAQ,mDAAkD;AACnG,SACEC,kCAAkC,QAE7B,qDAAoD;AAC3D,SAASC,mCAAmC,QAAQ,oDAAmD;AACvG,SAASC,0BAA0B,QAAQ,kDAAiD;AAC5F,SAASC,wBAAwB,QAAQ,kDAAiD;AAC1F,SAASC,SAAS,EAAEC,oBAAoB,EAAEC,cAAc,QAAQ,+BAA2B;AAC3F,SAASC,2BAA2B,QAAQ,mCAA+B;AAE3E;;;;;;;;CAQC,GACD,OAAO,MAAMC,0BAAsD;IACjE,MAAMC,SAAQC,OAAO;QACnB,MAAM,EAAEC,oBAAoB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC9C,OAAO,MAAMA,qBAAqBD;IACpC;AACF,EAAC;AAED;;;;CAIC,GACD,OAAO,MAAME,0BAA+C;IAC1D,MAAMC,MAAKH,OAAO;QAChB,MAAM,EAAEI,gBAAgB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC1C,OAAOA,iBAAiBD,IAAI,CAACH;IAC/B;IACA,MAAMK,MAAKL,OAAO;QAChB,MAAM,EAAEI,gBAAgB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC1C,OAAOA,iBAAiBC,IAAI,CAACL;IAC/B;IACA,MAAMM,WAAUN,OAAO;QACrB,MAAM,EAAEI,gBAAgB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC1C,OAAOA,iBAAiBE,SAAS,CAACN;IACpC;IACA,MAAMO,cAAaP,OAAO;QACxB,MAAM,EAAEI,gBAAgB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC1C,OAAOA,iBAAiBG,YAAY,CAACP;IACvC;IACA,MAAMQ,cAAaR,OAAO;QACxB,MAAM,EAAEI,gBAAgB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC1C,OAAOA,iBAAiBI,YAAY,CAACR;IACvC;IACA,MAAMS,SAAQT,OAAO;QACnB,MAAM,EAAEI,gBAAgB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC1C,OAAOA,iBAAiBK,OAAO,CAACT;IAClC;AACF,EAAC;AAED;;;CAGC,GACD,OAAO,MAAMU,yBAA4C;IACvD,MAAMC,MAAKX,OAAO;QAChB,MAAM,EAAEY,mBAAmB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC7C,OAAOA,oBAAoBD,IAAI,CAACX;IAClC;IACA,MAAMa,KAAIb,OAAO;QACf,MAAM,EAAEY,mBAAmB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC7C,OAAOA,oBAAoBC,GAAG,CAACb;IACjC;AACF,EAAC;AAED,0FAA0F,GAC1F,SAASc,mBAAmBC,IAAmC;IAC7D,OAAO;QACL,MAAMJ,MAAKX,OAAO;YAChB,MAAM,EAAEgB,gBAAgB,EAAE,GAAG,MAAM,MAAM,CAAC;YAC1C,OAAOA,kBAAkB,CAACD,KAAK,CAACJ,IAAI,CAACX;QACvC;QACA,MAAMa,KAAIb,OAAO;YACf,MAAM,EAAEgB,gBAAgB,EAAE,GAAG,MAAM,MAAM,CAAC;YAC1C,OAAOA,kBAAkB,CAACD,KAAK,CAACF,GAAG,CAACb;QACtC;IACF;AACF;AAEA,+EAA+E,GAC/E,OAAO,MAAMiB,wBAAwBH,mBAAmB,WAAU;AAElE,0FAA0F,GAC1F,OAAO,MAAMI,gCAAgCJ,mBAAmB,mBAAkB;AAElF;;;CAGC,GACD,OAAO,MAAMK,0BAAsD;IACjE,MAAMC,aAAYpB,OAAO;QACvB,MAAM,EAAEqB,6BAA6B,EAAEC,4BAA4B,EAAE,GACnE,MAAM,MAAM,CAAC;QACf,OAAOD,8BAA8BC,gCAAgCF,WAAW,CAACpB;IACnF;IACA,MAAMuB,YAAWvB,OAAO;QACtB,MAAM,EAAEqB,6BAA6B,EAAEC,4BAA4B,EAAE,GACnE,MAAM,MAAM,CAAC;QACf,OAAOD,8BAA8BC,gCAAgCC,UAAU,CAACvB;IAClF;IACA,MAAMwB,qBAAoBxB,OAAO;QAC/B,MAAM,EAAEqB,6BAA6B,EAAEC,4BAA4B,EAAE,GACnE,MAAM,MAAM,CAAC;QACf,OAAOD,8BAA8BC,gCAAgCE,mBAAmB,CAAExB;IAC5F;IACA,sEAAsE;IACtE,MAAMyB,sBAAqBzB,OAAO;QAChC,MAAM,EAAEqB,6BAA6B,EAAEC,4BAA4B,EAAE,GACnE,MAAM,MAAM,CAAC;QACf,OAAOD,8BAA8BC,gCAAgCG,oBAAoB,CAAEzB;IAC7F;IACA,wEAAwE;IACxE,kEAAkE;IAClE,MAAM0B,cAAa1B,OAAO;QACxB,MAAM,EAAE2B,qBAAqB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC/C,OAAOA,sBAAsB3B;IAC/B;AACF,EAAC;AAED;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,SAAS4B;IACd7C,mCAAmCe,yBAAyB;QAC1D+B,UAAUnC;IACZ;IACA,yEAAyE;IACzE,wEAAwE;IACxE,uEAAuE;IACvE,mEAAmE;IACnER,4BAA4BgB,yBAAyB;QAAE2B,UAAUnC;IAAU;IAC3E,kEAAkE;IAClE,qEAAqE;IACrE,mEAAmE;IACnE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,8DAA8D;IAC9DV,qCACE,OAAOgB;QACL,MAAM,EAAE8B,8BAA8B,EAAE,GACtC,MAAM,MAAM,CAAC;QACf,OAAOA,+BAA+B9B;IACxC,GACA;QAAE6B,UAAUnC;IAAU;IAExB,0EAA0E;IAC1E,2EAA2E;IAC3E,uEAAuE;IACvET,4BACE,OAAOe;QACL,MAAM,EAAE+B,cAAc,EAAE,GAAG,MAAM,MAAM,CAAC;QACxC,OAAOA,eAAe/B;IACxB,GACA;QAAE6B,UAAUnC;IAAU;IAExB,oEAAoE;IACpE,2EAA2E;IAC3E,2EAA2E;IAC3E,yEAAyE;IACzE,yEAAyE;IACzE,6BAA6B;IAC7B,2EAA2E;IAC3E,yEAAyE;IACzE,2EAA2E;IAC3E,2EAA2E;IAC3E,uEAAuE;IACvE,0BAA0B;IAC1BN,qCACE;QACE,MAAM4C,OAAMhC,OAAO;YACjB,MAAM,EAAEiC,+BAA+B,EAAEC,8BAA8B,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package/src/lib/hooks/use-company-picklists.d.ts

@@ -0,0 +1,15 @@
+import type { CrmPicklist, CrmPicklistId } from '@aglyn/aglyn';
+export interface CompanyPicklistsResult {
+    /** Each list a company field holds a value of, by picklist id. */
+    lists: Readonly<Partial<Record<CrmPicklistId, CrmPicklist>>>;
+    /** Every list has answered from the server. */
+    ready: boolean;
+}
+/**
+ * The org's lists behind a company's picklist fields (AGL-3514): Type,
+ * Industry, Rating and Ownership, and the lead source list Account Source
+ * holds a value of. One document listen each, shared with every other
+ * mount asking for the same list.
+ */
+export declare function useCompanyPicklists(orgId: string | null | undefined): CompanyPicklistsResult;
+export default useCompanyPicklists;

package/src/lib/hooks/use-company-picklists.js

@@ -0,0 +1,55 @@
+/**
+ * @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.
+ */ 'use client';
+import { useMemo } from "react";
+import { useCrmPicklist } from "./use-crm-picklist.js";
+/**
+ * The org's lists behind a company's picklist fields (AGL-3514): Type,
+ * Industry, Rating and Ownership, and the lead source list Account Source
+ * holds a value of. One document listen each, shared with every other
+ * mount asking for the same list.
+ */ export function useCompanyPicklists(orgId) {
+    const accountType = useCrmPicklist('accountType', orgId);
+    const industry = useCrmPicklist('industry', orgId);
+    const rating = useCrmPicklist('rating', orgId);
+    const ownership = useCrmPicklist('ownership', orgId);
+    const leadSource = useCrmPicklist('leadSource', orgId);
+    return useMemo(()=>({
+            lists: {
+                accountType: accountType.picklist,
+                industry: industry.picklist,
+                rating: rating.picklist,
+                ownership: ownership.picklist,
+                leadSource: leadSource.picklist
+            },
+            ready: [
+                accountType,
+                industry,
+                rating,
+                ownership,
+                leadSource
+            ].every((list)=>list.ready)
+        }), [
+        accountType,
+        industry,
+        rating,
+        ownership,
+        leadSource
+    ]);
+}
+export default useCompanyPicklists;
+
+//# sourceMappingURL=use-company-picklists.js.map

package/src/lib/hooks/use-company-picklists.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-company-picklists.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { CrmPicklist, CrmPicklistId } from '@aglyn/aglyn'\nimport { useMemo } from 'react'\nimport { useCrmPicklist } from './use-crm-picklist'\n\nexport interface CompanyPicklistsResult {\n  /** Each list a company field holds a value of, by picklist id. */\n  lists: Readonly<Partial<Record<CrmPicklistId, CrmPicklist>>>\n  /** Every list has answered from the server. */\n  ready: boolean\n}\n\n/**\n * The org's lists behind a company's picklist fields (AGL-3514): Type,\n * Industry, Rating and Ownership, and the lead source list Account Source\n * holds a value of. One document listen each, shared with every other\n * mount asking for the same list.\n */\nexport function useCompanyPicklists(orgId: string | null | undefined): CompanyPicklistsResult {\n  const accountType = useCrmPicklist('accountType', orgId)\n  const industry = useCrmPicklist('industry', orgId)\n  const rating = useCrmPicklist('rating', orgId)\n  const ownership = useCrmPicklist('ownership', orgId)\n  const leadSource = useCrmPicklist('leadSource', orgId)\n  return useMemo(\n    () => ({\n      lists: {\n        accountType: accountType.picklist,\n        industry: industry.picklist,\n        rating: rating.picklist,\n        ownership: ownership.picklist,\n        leadSource: leadSource.picklist,\n      },\n      ready: [accountType, industry, rating, ownership, leadSource].every((list) => list.ready),\n    }),\n    [accountType, industry, rating, ownership, leadSource],\n  )\n}\n\nexport default useCompanyPicklists\n"],"names":["useMemo","useCrmPicklist","useCompanyPicklists","orgId","accountType","industry","rating","ownership","leadSource","lists","picklist","ready","every","list"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;AAGA,SAASA,OAAO,QAAQ,QAAO;AAC/B,SAASC,cAAc,QAAQ,wBAAoB;AASnD;;;;;CAKC,GACD,OAAO,SAASC,oBAAoBC,KAAgC;IAClE,MAAMC,cAAcH,eAAe,eAAeE;IAClD,MAAME,WAAWJ,eAAe,YAAYE;IAC5C,MAAMG,SAASL,eAAe,UAAUE;IACxC,MAAMI,YAAYN,eAAe,aAAaE;IAC9C,MAAMK,aAAaP,eAAe,cAAcE;IAChD,OAAOH,QACL,IAAO,CAAA;YACLS,OAAO;gBACLL,aAAaA,YAAYM,QAAQ;gBACjCL,UAAUA,SAASK,QAAQ;gBAC3BJ,QAAQA,OAAOI,QAAQ;gBACvBH,WAAWA,UAAUG,QAAQ;gBAC7BF,YAAYA,WAAWE,QAAQ;YACjC;YACAC,OAAO;gBAACP;gBAAaC;gBAAUC;gBAAQC;gBAAWC;aAAW,CAACI,KAAK,CAAC,CAACC,OAASA,KAAKF,KAAK;QAC1F,CAAA,GACA;QAACP;QAAaC;QAAUC;QAAQC;QAAWC;KAAW;AAE1D;AAEA,eAAeN,oBAAmB"}

package/src/lib/hooks/use-crm-picklist.d.ts

@@ -0,0 +1,25 @@
+import { type CrmPicklist, type CrmPicklistDefinition, type CrmPicklistId } from '@aglyn/aglyn';
+export interface CrmPicklistResult {
+    /** The field the list belongs to — its standard values, groups and targets. */
+    definition: CrmPicklistDefinition;
+    /** The list every picker offers — the org's own values with every standard value. */
+    picklist: CrmPicklist;
+    /** The org has written its own list; false while it reads the standard values alone. */
+    stored: boolean;
+    /** The server has answered, so the list is the org's and not a placeholder. */
+    ready: boolean;
+    /** The document has not been confirmed by the server — `writeGuardedBySeed`'s input. */
+    fromCache: boolean;
+}
+/**
+ * An org's values for one of the CRM's standard picklists (AGL-3510), for
+ * every surface that offers or manages them: a record's select, a create
+ * drawer, a list's filter and the Fields page.
+ *
+ * One document listen, shared by the Firestore SDK across every mount that
+ * asks for the same org and picklist, so a page with the list and a drawer
+ * open pays for it once. `orgId` null issues no read and answers the
+ * standard values, unready.
+ */
+export declare function useCrmPicklist(id: CrmPicklistId, orgId: string | null | undefined): CrmPicklistResult;
+export default useCrmPicklist;

package/src/lib/hooks/use-crm-picklist.js

@@ -0,0 +1,53 @@
+/**
+ * @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.
+ */ 'use client';
+import { CRM_COLLECTIONS, crmPicklistDefinition, effectiveCrmPicklist, normalizeCrmPicklist } from "@aglyn/aglyn";
+import { useFirestore, useFirestoreDoc } from "@aglyn/tenant-feature-instance";
+import { doc } from "firebase/firestore";
+import { useMemo } from "react";
+/**
+ * An org's values for one of the CRM's standard picklists (AGL-3510), for
+ * every surface that offers or manages them: a record's select, a create
+ * drawer, a list's filter and the Fields page.
+ *
+ * One document listen, shared by the Firestore SDK across every mount that
+ * asks for the same org and picklist, so a page with the list and a drawer
+ * open pays for it once. `orgId` null issues no read and answers the
+ * standard values, unready.
+ */ export function useCrmPicklist(id, orgId) {
+    const firestore = useFirestore();
+    const { data, status, fromCache } = useFirestoreDoc(()=>orgId ? doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.picklists, id) : null, [
+        firestore,
+        orgId,
+        id
+    ]);
+    return useMemo(()=>({
+            definition: crmPicklistDefinition(id),
+            picklist: effectiveCrmPicklist(id, data),
+            stored: normalizeCrmPicklist(data) !== null,
+            ready: Boolean(orgId) && status !== 'loading',
+            fromCache
+        }), [
+        id,
+        data,
+        orgId,
+        status,
+        fromCache
+    ]);
+}
+export default useCrmPicklist;
+
+//# sourceMappingURL=use-crm-picklist.js.map

package/src/lib/hooks/use-crm-picklist.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-crm-picklist.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'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  type CrmPicklist,\n  type CrmPicklistDefinition,\n  type CrmPicklistId,\n  crmPicklistDefinition,\n  effectiveCrmPicklist,\n  normalizeCrmPicklist,\n} from '@aglyn/aglyn'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { doc } from 'firebase/firestore'\nimport { useMemo } from 'react'\n\nexport interface CrmPicklistResult {\n  /** The field the list belongs to — its standard values, groups and targets. */\n  definition: CrmPicklistDefinition\n  /** The list every picker offers — the org's own values with every standard value. */\n  picklist: CrmPicklist\n  /** The org has written its own list; false while it reads the standard values alone. */\n  stored: boolean\n  /** The server has answered, so the list is the org's and not a placeholder. */\n  ready: boolean\n  /** The document has not been confirmed by the server — `writeGuardedBySeed`'s input. */\n  fromCache: boolean\n}\n\n/**\n * An org's values for one of the CRM's standard picklists (AGL-3510), for\n * every surface that offers or manages them: a record's select, a create\n * drawer, a list's filter and the Fields page.\n *\n * One document listen, shared by the Firestore SDK across every mount that\n * asks for the same org and picklist, so a page with the list and a drawer\n * open pays for it once. `orgId` null issues no read and answers the\n * standard values, unready.\n */\nexport function useCrmPicklist(\n  id: CrmPicklistId,\n  orgId: string | null | undefined,\n): CrmPicklistResult {\n  const firestore = useFirestore()\n  const { data, status, fromCache } = useFirestoreDoc<Record<string, unknown>>(\n    () => (orgId ? doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.picklists, id) : null),\n    [firestore, orgId, id],\n  )\n  return useMemo(\n    () => ({\n      definition: crmPicklistDefinition(id) as CrmPicklistDefinition,\n      picklist: effectiveCrmPicklist(id, data),\n      stored: normalizeCrmPicklist(data) !== null,\n      ready: Boolean(orgId) && status !== 'loading',\n      fromCache,\n    }),\n    [id, data, orgId, status, fromCache],\n  )\n}\n\nexport default useCrmPicklist\n"],"names":["CRM_COLLECTIONS","crmPicklistDefinition","effectiveCrmPicklist","normalizeCrmPicklist","useFirestore","useFirestoreDoc","doc","useMemo","useCrmPicklist","id","orgId","firestore","data","status","fromCache","picklists","definition","picklist","stored","ready","Boolean"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;AAEA,SACEA,eAAe,EAIfC,qBAAqB,EACrBC,oBAAoB,EACpBC,oBAAoB,QACf,eAAc;AACrB,SAASC,YAAY,EAAEC,eAAe,QAAQ,iCAAgC;AAC9E,SAASC,GAAG,QAAQ,qBAAoB;AACxC,SAASC,OAAO,QAAQ,QAAO;AAe/B;;;;;;;;;CASC,GACD,OAAO,SAASC,eACdC,EAAiB,EACjBC,KAAgC;IAEhC,MAAMC,YAAYP;IAClB,MAAM,EAAEQ,IAAI,EAAEC,MAAM,EAAEC,SAAS,EAAE,GAAGT,gBAClC,IAAOK,QAAQJ,IAAIK,WAAW,QAAQD,OAAOV,gBAAgBe,SAAS,EAAEN,MAAM,MAC9E;QAACE;QAAWD;QAAOD;KAAG;IAExB,OAAOF,QACL,IAAO,CAAA;YACLS,YAAYf,sBAAsBQ;YAClCQ,UAAUf,qBAAqBO,IAAIG;YACnCM,QAAQf,qBAAqBS,UAAU;YACvCO,OAAOC,QAAQV,UAAUG,WAAW;YACpCC;QACF,CAAA,GACA;QAACL;QAAIG;QAAMF;QAAOG;QAAQC;KAAU;AAExC;AAEA,eAAeN,eAAc"}

package/src/lib/hooks/use-crm-record-names.d.ts

@@ -14,6 +14,7 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
+import { type Firestore } from 'firebase/firestore';
 export type CrmRecordKind = 'contact' | 'company' | 'deal';
 /** The collection each kind of record lives in, under `orgs/{orgId}/`. */
 export declare const CRM_RECORD_COLLECTIONS: Record<CrmRecordKind, string>;
@@ -28,6 +29,21 @@ export declare const CRM_RECORD_COLLECTIONS: Record<CrmRecordKind, string>;
 export declare function crmRecordName(kind: CrmRecordKind, data: Record<string, unknown> | undefined, groupId: string): string;
 /** Test seam: forget everything, so a spec's fixtures are what get read. */
 export declare function resetCrmRecordNameCache(): void;
+/**
+ * The names of `records`, read now — for a one-off like a file export,
+ * which needs every name at once rather than a listener's re-render
+ * (AGL-3521). Shares {@link useCrmRecordNames}' cache, and answers the same
+ * lookup: `undefined` for a record that could not be named.
+ */
+export declare function readCrmRecordNames(firestore: Firestore, options: {
+    orgId: string;
+    groupId: string | null;
+    org?: Record<string, unknown> | null;
+    records: ReadonlyArray<{
+        kind: CrmRecordKind;
+        id: string;
+    }>;
+}): Promise<(kind: CrmRecordKind, id: string) => string | undefined>;
 /**
  * The names of the records a list of tasks points at, resolved once each.
  *

package/src/lib/hooks/use-crm-record-names.js

@@ -62,6 +62,45 @@ const cacheKey = (orgId, kind, id)=>`${orgId}/${CRM_RECORD_COLLECTIONS[kind]}/${
     nameCache.clear();
     pending.clear();
 }
+/**
+ * The reads that fill the cache for `records` not already in it — each
+ * record read once however many callers ask at the same time.
+ */ function startNameReads(firestore, orgId, groupId, org, records) {
+    const reads = [];
+    for (const { kind, id } of records){
+        if (!id) continue;
+        const key = cacheKey(orgId, kind, id);
+        if (nameCache.has(key)) continue;
+        let read = pending.get(key);
+        if (!read) {
+            read = getDoc(doc(firestore, 'orgs', orgId, CRM_RECORD_COLLECTIONS[kind], id)).then((snapshot)=>{
+                const data = snapshot.exists() ? snapshot.data() : undefined;
+                nameCache.set(key, data ? crmRecordName(kind, data, groupId != null ? groupId : contactPrimaryGroup(data, org).groupId) : null);
+            }).catch(()=>{
+            // A refused or failed read is not cached: the cell keeps showing
+            // the id, and the next mount tries again.
+            }).finally(()=>{
+                pending.delete(key);
+            });
+            pending.set(key, read);
+        }
+        reads.push(read);
+    }
+    return reads;
+}
+/**
+ * The names of `records`, read now — for a one-off like a file export,
+ * which needs every name at once rather than a listener's re-render
+ * (AGL-3521). Shares {@link useCrmRecordNames}' cache, and answers the same
+ * lookup: `undefined` for a record that could not be named.
+ */ export async function readCrmRecordNames(firestore, options) {
+    const { orgId, groupId, org, records } = options;
+    await Promise.all(startNameReads(firestore, orgId, groupId, org, records));
+    return (kind, id)=>{
+        var _nameCache_get;
+        return (_nameCache_get = nameCache.get(cacheKey(orgId, kind, id))) != null ? _nameCache_get : undefined;
+    };
+}
 /**
  * The names of the records a list of tasks points at, resolved once each.
  *
@@ -81,26 +120,13 @@ const cacheKey = (orgId, kind, id)=>`${orgId}/${CRM_RECORD_COLLECTIONS[kind]}/${
     useEffect(()=>{
         if (!orgId || !wanted) return;
         let active = true;
-        const reads = [];
-        for (const entry of wanted.split('\n')){
+        const reads = startNameReads(firestore, orgId, groupId, org, wanted.split('\n').map((entry)=>{
             const [kind, id] = entry.split(':');
-            const key = cacheKey(orgId, kind, id);
-            if (nameCache.has(key)) continue;
-            let read = pending.get(key);
-            if (!read) {
-                read = getDoc(doc(firestore, 'orgs', orgId, CRM_RECORD_COLLECTIONS[kind], id)).then((snapshot)=>{
-                    const data = snapshot.exists() ? snapshot.data() : undefined;
-                    nameCache.set(key, data ? crmRecordName(kind, data, groupId != null ? groupId : contactPrimaryGroup(data, org).groupId) : null);
-                }).catch(()=>{
-                // A refused or failed read is not cached: the cell keeps showing
-                // the id, and the next mount tries again.
-                }).finally(()=>{
-                    pending.delete(key);
-                });
-                pending.set(key, read);
-            }
-            reads.push(read);
-        }
+            return {
+                kind,
+                id
+            };
+        }));
         if (!reads.length) return;
         void Promise.all(reads).then(()=>{
             if (active) setResolved((count)=>count + 1);

package/src/lib/hooks/use-crm-record-names.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-crm-record-names.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 { contactDisplayName, CRM_COLLECTIONS } from '@aglyn/aglyn'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { doc, getDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useState } from 'react'\nimport { contactPrimaryGroup } from '../model/contact-record'\n\nexport type CrmRecordKind = 'contact' | 'company' | 'deal'\n\n/** The collection each kind of record lives in, under `orgs/{orgId}/`. */\nexport const CRM_RECORD_COLLECTIONS: Record<CrmRecordKind, string> = {\n  contact: 'contacts',\n  company: CRM_COLLECTIONS.companies,\n  deal: CRM_COLLECTIONS.deals,\n}\n\n/**\n * What a record is CALLED, from its document.\n *\n * A contact's name is read through the viewing group's facet, the way the\n * people list reads it, so one business renaming a person does not change\n * what an unrelated business's task list shows; the email stands in for a\n * contact nobody has named. A company has a name and a deal a title.\n */\nexport function crmRecordName(\n  kind: CrmRecordKind,\n  data: Record<string, unknown> | undefined,\n  groupId: string,\n): string {\n  if (!data) return ''\n  switch (kind) {\n    case 'contact':\n      return contactDisplayName(data, groupId) || String(data['email'] ?? '')\n    case 'company':\n      return String(data['name'] ?? '')\n    case 'deal':\n      return String(data['title'] ?? '')\n  }\n}\n\n/**\n * Names already read, keyed by `orgId/collection/id`, shared by every\n * mount for the life of the page.\n *\n * A task list names the same handful of records over and over — five tasks\n * about one deal are five rows and one name — and a person moves between the\n * tasks section, a contact's page and the dashboard without the records\n * changing underneath them. `null` records a document that does not exist,\n * so a task pointing at a deleted record costs one read rather than one per\n * render. A rename is picked up on the next page load, which is the right\n * staleness for a label beside a link to the record itself.\n */\nconst nameCache = new Map<string, string | null>()\nconst pending = new Map<string, Promise<void>>()\n\nconst cacheKey = (orgId: string, kind: CrmRecordKind, id: string) =>\n  `${orgId}/${CRM_RECORD_COLLECTIONS[kind]}/${id}`\n\n/** Test seam: forget everything, so a spec's fixtures are what get read. */\nexport function resetCrmRecordNameCache(): void {\n  nameCache.clear()\n  pending.clear()\n}\n\n/**\n * The names of the records a list of tasks points at, resolved once each.\n *\n * Returns a lookup rather than a map so the caller does not have to know the\n * cache's key shape. An unresolved record answers `undefined` — the cell\n * renders the link with the id until the name lands, which is one render\n * later on a warm cache and one round trip on a cold one.\n */\nexport function useCrmRecordNames(options: {\n  orgId: string | null | undefined\n  /**\n   * The viewing group a contact is named through, or `null` at the\n   * organization level (AGL-2630), where each contact is named through its\n   * own primary holder, resolved from {@link org}.\n   */\n  groupId: string | null\n  org?: Record<string, unknown> | null\n  records: ReadonlyArray<{ kind: CrmRecordKind; id: string }>\n}): (kind: CrmRecordKind, id: string) => string | undefined {\n  const { orgId, groupId, org, records } = options\n  const firestore = useFirestore()\n  // A counter rather than a copy of the cache: the cache is the source of\n  // truth and this only exists to re-render when it grows.\n  const [, setResolved] = useState(0)\n\n  // The pairs as one string, so the effect runs when the SET changes and not\n  // when the caller builds a new array of the same pairs on every render.\n  const wanted = records\n    .map((record) => `${record.kind}:${record.id}`)\n    .filter((entry, index, all) => all.indexOf(entry) === index)\n    .sort()\n    .join('\\n')\n\n  useEffect(() => {\n    if (!orgId || !wanted) return\n    let active = true\n    const reads: Promise<void>[] = []\n    for (const entry of wanted.split('\\n')) {\n      const [kind, id] = entry.split(':') as [CrmRecordKind, string]\n      const key = cacheKey(orgId, kind, id)\n      if (nameCache.has(key)) continue\n      let read = pending.get(key)\n      if (!read) {\n        read = getDoc(\n          doc(firestore, 'orgs', orgId, CRM_RECORD_COLLECTIONS[kind], id),\n        )\n          .then((snapshot) => {\n            const data = snapshot.exists()\n              ? (snapshot.data() as Record<string, unknown>)\n              : undefined\n            nameCache.set(\n              key,\n              data\n                ? crmRecordName(\n                    kind,\n                    data,\n                    groupId ?? contactPrimaryGroup(data, org).groupId,\n                  )\n                : null,\n            )\n          })\n          .catch(() => {\n            // A refused or failed read is not cached: the cell keeps showing\n            // the id, and the next mount tries again.\n          })\n          .finally(() => {\n            pending.delete(key)\n          })\n        pending.set(key, read)\n      }\n      reads.push(read)\n    }\n    if (!reads.length) return\n    void Promise.all(reads).then(() => {\n      if (active) setResolved((count) => count + 1)\n    })\n    return () => {\n      active = false\n    }\n  }, [firestore, orgId, groupId, wanted])\n\n  return useCallback(\n    (kind: CrmRecordKind, id: string) => {\n      if (!orgId) return undefined\n      const hit = nameCache.get(cacheKey(orgId, kind, id))\n      return hit === null ? undefined : hit\n    },\n    [orgId],\n  )\n}\n"],"names":["contactDisplayName","CRM_COLLECTIONS","useFirestore","doc","getDoc","useCallback","useEffect","useState","contactPrimaryGroup","CRM_RECORD_COLLECTIONS","contact","company","companies","deal","deals","crmRecordName","kind","data","groupId","String","nameCache","Map","pending","cacheKey","orgId","id","resetCrmRecordNameCache","clear","useCrmRecordNames","options","org","records","firestore","setResolved","wanted","map","record","filter","entry","index","all","indexOf","sort","join","active","reads","split","key","has","read","get","then","snapshot","exists","undefined","set","catch","finally","delete","push","length","Promise","count","hit"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,kBAAkB,EAAEC,eAAe,QAAQ,eAAc;AAClE,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,GAAG,EAAEC,MAAM,QAAQ,qBAAoB;AAChD,SAASC,WAAW,EAAEC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AACxD,SAASC,mBAAmB,QAAQ,6BAAyB;AAI7D,wEAAwE,GACxE,OAAO,MAAMC,yBAAwD;IACnEC,SAAS;IACTC,SAASV,gBAAgBW,SAAS;IAClCC,MAAMZ,gBAAgBa,KAAK;AAC7B,EAAC;AAED;;;;;;;CAOC,GACD,OAAO,SAASC,cACdC,IAAmB,EACnBC,IAAyC,EACzCC,OAAe;IAEf,IAAI,CAACD,MAAM,OAAO;IAClB,OAAQD;QACN,KAAK;gBACgDC;YAAnD,OAAOjB,mBAAmBiB,MAAMC,YAAYC,QAAOF,cAAAA,IAAI,CAAC,QAAQ,YAAbA,cAAiB;QACtE,KAAK;gBACWA;YAAd,OAAOE,QAAOF,aAAAA,IAAI,CAAC,OAAO,YAAZA,aAAgB;QAChC,KAAK;gBACWA;YAAd,OAAOE,QAAOF,cAAAA,IAAI,CAAC,QAAQ,YAAbA,cAAiB;IACnC;AACF;AAEA;;;;;;;;;;;CAWC,GACD,MAAMG,YAAY,IAAIC;AACtB,MAAMC,UAAU,IAAID;AAEpB,MAAME,WAAW,CAACC,OAAeR,MAAqBS,KACpD,GAAGD,MAAM,CAAC,EAAEf,sBAAsB,CAACO,KAAK,CAAC,CAAC,EAAES,IAAI;AAElD,0EAA0E,GAC1E,OAAO,SAASC;IACdN,UAAUO,KAAK;IACfL,QAAQK,KAAK;AACf;AAEA;;;;;;;CAOC,GACD,OAAO,SAASC,kBAAkBC,OAUjC;IACC,MAAM,EAAEL,KAAK,EAAEN,OAAO,EAAEY,GAAG,EAAEC,OAAO,EAAE,GAAGF;IACzC,MAAMG,YAAY9B;IAClB,wEAAwE;IACxE,yDAAyD;IACzD,MAAM,GAAG+B,YAAY,GAAG1B,SAAS;IAEjC,2EAA2E;IAC3E,wEAAwE;IACxE,MAAM2B,SAASH,QACZI,GAAG,CAAC,CAACC,SAAW,GAAGA,OAAOpB,IAAI,CAAC,CAAC,EAAEoB,OAAOX,EAAE,EAAE,EAC7CY,MAAM,CAAC,CAACC,OAAOC,OAAOC,MAAQA,IAAIC,OAAO,CAACH,WAAWC,OACrDG,IAAI,GACJC,IAAI,CAAC;IAERrC,UAAU;QACR,IAAI,CAACkB,SAAS,CAACU,QAAQ;QACvB,IAAIU,SAAS;QACb,MAAMC,QAAyB,EAAE;QACjC,KAAK,MAAMP,SAASJ,OAAOY,KAAK,CAAC,MAAO;YACtC,MAAM,CAAC9B,MAAMS,GAAG,GAAGa,MAAMQ,KAAK,CAAC;YAC/B,MAAMC,MAAMxB,SAASC,OAAOR,MAAMS;YAClC,IAAIL,UAAU4B,GAAG,CAACD,MAAM;YACxB,IAAIE,OAAO3B,QAAQ4B,GAAG,CAACH;YACvB,IAAI,CAACE,MAAM;gBACTA,OAAO7C,OACLD,IAAI6B,WAAW,QAAQR,OAAOf,sBAAsB,CAACO,KAAK,EAAES,KAE3D0B,IAAI,CAAC,CAACC;oBACL,MAAMnC,OAAOmC,SAASC,MAAM,KACvBD,SAASnC,IAAI,KACdqC;oBACJlC,UAAUmC,GAAG,CACXR,KACA9B,OACIF,cACEC,MACAC,MACAC,kBAAAA,UAAWV,oBAAoBS,MAAMa,KAAKZ,OAAO,IAEnD;gBAER,GACCsC,KAAK,CAAC;gBACL,iEAAiE;gBACjE,0CAA0C;gBAC5C,GACCC,OAAO,CAAC;oBACPnC,QAAQoC,MAAM,CAACX;gBACjB;gBACFzB,QAAQiC,GAAG,CAACR,KAAKE;YACnB;YACAJ,MAAMc,IAAI,CAACV;QACb;QACA,IAAI,CAACJ,MAAMe,MAAM,EAAE;QACnB,KAAKC,QAAQrB,GAAG,CAACK,OAAOM,IAAI,CAAC;YAC3B,IAAIP,QAAQX,YAAY,CAAC6B,QAAUA,QAAQ;QAC7C;QACA,OAAO;YACLlB,SAAS;QACX;IACF,GAAG;QAACZ;QAAWR;QAAON;QAASgB;KAAO;IAEtC,OAAO7B,YACL,CAACW,MAAqBS;QACpB,IAAI,CAACD,OAAO,OAAO8B;QACnB,MAAMS,MAAM3C,UAAU8B,GAAG,CAAC3B,SAASC,OAAOR,MAAMS;QAChD,OAAOsC,QAAQ,OAAOT,YAAYS;IACpC,GACA;QAACvC;KAAM;AAEX"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-crm-record-names.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 { contactDisplayName, CRM_COLLECTIONS } from '@aglyn/aglyn'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { doc, type Firestore, getDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useState } from 'react'\nimport { contactPrimaryGroup } from '../model/contact-record'\n\nexport type CrmRecordKind = 'contact' | 'company' | 'deal'\n\n/** The collection each kind of record lives in, under `orgs/{orgId}/`. */\nexport const CRM_RECORD_COLLECTIONS: Record<CrmRecordKind, string> = {\n  contact: 'contacts',\n  company: CRM_COLLECTIONS.companies,\n  deal: CRM_COLLECTIONS.deals,\n}\n\n/**\n * What a record is CALLED, from its document.\n *\n * A contact's name is read through the viewing group's facet, the way the\n * people list reads it, so one business renaming a person does not change\n * what an unrelated business's task list shows; the email stands in for a\n * contact nobody has named. A company has a name and a deal a title.\n */\nexport function crmRecordName(\n  kind: CrmRecordKind,\n  data: Record<string, unknown> | undefined,\n  groupId: string,\n): string {\n  if (!data) return ''\n  switch (kind) {\n    case 'contact':\n      return contactDisplayName(data, groupId) || String(data['email'] ?? '')\n    case 'company':\n      return String(data['name'] ?? '')\n    case 'deal':\n      return String(data['title'] ?? '')\n  }\n}\n\n/**\n * Names already read, keyed by `orgId/collection/id`, shared by every\n * mount for the life of the page.\n *\n * A task list names the same handful of records over and over — five tasks\n * about one deal are five rows and one name — and a person moves between the\n * tasks section, a contact's page and the dashboard without the records\n * changing underneath them. `null` records a document that does not exist,\n * so a task pointing at a deleted record costs one read rather than one per\n * render. A rename is picked up on the next page load, which is the right\n * staleness for a label beside a link to the record itself.\n */\nconst nameCache = new Map<string, string | null>()\nconst pending = new Map<string, Promise<void>>()\n\nconst cacheKey = (orgId: string, kind: CrmRecordKind, id: string) =>\n  `${orgId}/${CRM_RECORD_COLLECTIONS[kind]}/${id}`\n\n/** Test seam: forget everything, so a spec's fixtures are what get read. */\nexport function resetCrmRecordNameCache(): void {\n  nameCache.clear()\n  pending.clear()\n}\n\n/**\n * The reads that fill the cache for `records` not already in it — each\n * record read once however many callers ask at the same time.\n */\nfunction startNameReads(\n  firestore: Firestore,\n  orgId: string,\n  groupId: string | null,\n  org: Record<string, unknown> | null | undefined,\n  records: ReadonlyArray<{ kind: CrmRecordKind; id: string }>,\n): Promise<void>[] {\n  const reads: Promise<void>[] = []\n  for (const { kind, id } of records) {\n    if (!id) continue\n    const key = cacheKey(orgId, kind, id)\n    if (nameCache.has(key)) continue\n    let read = pending.get(key)\n    if (!read) {\n      read = getDoc(doc(firestore, 'orgs', orgId, CRM_RECORD_COLLECTIONS[kind], id))\n        .then((snapshot) => {\n          const data = snapshot.exists() ? (snapshot.data() as Record<string, unknown>) : undefined\n          nameCache.set(\n            key,\n            data ? crmRecordName(kind, data, groupId ?? contactPrimaryGroup(data, org).groupId) : null,\n          )\n        })\n        .catch(() => {\n          // A refused or failed read is not cached: the cell keeps showing\n          // the id, and the next mount tries again.\n        })\n        .finally(() => {\n          pending.delete(key)\n        })\n      pending.set(key, read)\n    }\n    reads.push(read)\n  }\n  return reads\n}\n\n/**\n * The names of `records`, read now — for a one-off like a file export,\n * which needs every name at once rather than a listener's re-render\n * (AGL-3521). Shares {@link useCrmRecordNames}' cache, and answers the same\n * lookup: `undefined` for a record that could not be named.\n */\nexport async function readCrmRecordNames(\n  firestore: Firestore,\n  options: {\n    orgId: string\n    groupId: string | null\n    org?: Record<string, unknown> | null\n    records: ReadonlyArray<{ kind: CrmRecordKind; id: string }>\n  },\n): Promise<(kind: CrmRecordKind, id: string) => string | undefined> {\n  const { orgId, groupId, org, records } = options\n  await Promise.all(startNameReads(firestore, orgId, groupId, org, records))\n  return (kind, id) => nameCache.get(cacheKey(orgId, kind, id)) ?? undefined\n}\n\n/**\n * The names of the records a list of tasks points at, resolved once each.\n *\n * Returns a lookup rather than a map so the caller does not have to know the\n * cache's key shape. An unresolved record answers `undefined` — the cell\n * renders the link with the id until the name lands, which is one render\n * later on a warm cache and one round trip on a cold one.\n */\nexport function useCrmRecordNames(options: {\n  orgId: string | null | undefined\n  /**\n   * The viewing group a contact is named through, or `null` at the\n   * organization level (AGL-2630), where each contact is named through its\n   * own primary holder, resolved from {@link org}.\n   */\n  groupId: string | null\n  org?: Record<string, unknown> | null\n  records: ReadonlyArray<{ kind: CrmRecordKind; id: string }>\n}): (kind: CrmRecordKind, id: string) => string | undefined {\n  const { orgId, groupId, org, records } = options\n  const firestore = useFirestore()\n  // A counter rather than a copy of the cache: the cache is the source of\n  // truth and this only exists to re-render when it grows.\n  const [, setResolved] = useState(0)\n\n  // The pairs as one string, so the effect runs when the SET changes and not\n  // when the caller builds a new array of the same pairs on every render.\n  const wanted = records\n    .map((record) => `${record.kind}:${record.id}`)\n    .filter((entry, index, all) => all.indexOf(entry) === index)\n    .sort()\n    .join('\\n')\n\n  useEffect(() => {\n    if (!orgId || !wanted) return\n    let active = true\n    const reads = startNameReads(\n      firestore,\n      orgId,\n      groupId,\n      org,\n      wanted.split('\\n').map((entry) => {\n        const [kind, id] = entry.split(':') as [CrmRecordKind, string]\n        return { kind, id }\n      }),\n    )\n    if (!reads.length) return\n    void Promise.all(reads).then(() => {\n      if (active) setResolved((count) => count + 1)\n    })\n    return () => {\n      active = false\n    }\n  }, [firestore, orgId, groupId, wanted])\n\n  return useCallback(\n    (kind: CrmRecordKind, id: string) => {\n      if (!orgId) return undefined\n      const hit = nameCache.get(cacheKey(orgId, kind, id))\n      return hit === null ? 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package/src/lib/hooks/use-crm-task-picklists.d.ts

@@ -0,0 +1,11 @@
+import { type CrmTaskPicklists } from '@aglyn/aglyn';
+/**
+ * An org's Status, Priority and Type lists for tasks (AGL-3517), for every
+ * surface that shows or writes a task's labels. Three document listens,
+ * shared by the Firestore SDK with every other mount asking for the same
+ * lists; `orgId` null reads nothing and answers the standard values.
+ */
+export declare function useCrmTaskPicklists(orgId: string | null | undefined): CrmTaskPicklists & {
+    ready: boolean;
+};
+export default useCrmTaskPicklists;