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

package/src/lib/model/crm-next-activity.d.ts

@@ -0,0 +1,107 @@
+/**
+ * @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.
+ */
+/**
+ * NEXT ACTIVITY (AGL-2661): when the earliest open task against a record
+ * is due, denormalized onto the record as `nextTaskAtMs`.
+ *
+ * The question a sales manager asks of a LIST — "which deals have nothing
+ * scheduled?" — cannot be answered by a task query per row, so every
+ * contact, company and deal carries the answer. This module is the pure
+ * half: what the value IS given a record's open tasks, how a stored one is
+ * read back, the view clause a list filters on, and the report figure. The
+ * admin library's `recomputeCrmNextTaskAt` is the writer; the console's
+ * route is its door for client-direct task writes.
+ */
+import type { CrmDeal, CrmTask, CrmViewFilterClause } from '@aglyn/aglyn/app-utils/crm';
+/** The field on a contact, a company and a deal — the one name every list reads. */
+export declare const CRM_NEXT_ACTIVITY_FIELD = "nextTaskAtMs";
+/**
+ * The records one task can be filed against — the ids a recompute reads
+ * off a task, and the three collections it writes to.
+ */
+export interface CrmNextActivityLink {
+    contactId?: string;
+    companyId?: string;
+    dealId?: string;
+}
+/** How the collections are keyed on a task, in the order a recompute walks them. */
+export declare const CRM_NEXT_ACTIVITY_LINK_FIELDS: readonly ["contactId", "companyId", "dealId"];
+export type CrmNextActivityLinkField = (typeof CRM_NEXT_ACTIVITY_LINK_FIELDS)[number];
+/**
+ * When the earliest OPEN task in the list is due, or `null`.
+ *
+ * Only an open task with a finite due time counts: a done task is history,
+ * and an open one with no date is a to-do with no "next" about it — the
+ * record's next activity is unknown rather than immediate, and `null`
+ * says so. A pre-change writer never produced a time outside the finite
+ * range, but a stored `dueAtMs` is trusted no further than that.
+ */
+export declare function nextTaskAtMsOf(tasks: readonly Pick<CrmTask, 'status' | 'dueAtMs'>[]): number | null;
+/**
+ * A stored `nextTaskAtMs`, read back: a finite positive number, else
+ * `null`. Absent — a record written before the field existed — reads as
+ * `null` too, because to every reader "not yet computed" and "nothing
+ * scheduled" draw the same dash; the Fields section's recompute is what
+ * closes the gap for a filter that asks the store rather than the row.
+ */
+export declare function readNextTaskAtMs(record: {
+    nextTaskAtMs?: unknown;
+} | null | undefined): number | null;
+/** Whether nothing is scheduled against the record — the "stuck" test. */
+export declare function hasNoNextActivity(record: {
+    nextTaskAtMs?: unknown;
+} | null | undefined): boolean;
+/** The links one task carries, with the blanks left out. */
+export declare function nextActivityLinksOfTask(task: Partial<Pick<CrmTask, CrmNextActivityLinkField>> | null | undefined): CrmNextActivityLink;
+/**
+ * Several links as one per record, so a bulk action over forty tasks on
+ * one deal recomputes that deal once. Order is first-seen.
+ */
+export declare function mergeNextActivityLinks(links: readonly (CrmNextActivityLink | null | undefined)[]): Array<{
+    field: CrmNextActivityLinkField;
+    id: string;
+}>;
+/**
+ * The saved-view clause "No next activity" is stored as — one clause,
+ * spelled once, so the toggle a list draws and the matcher it runs agree
+ * on the name. `isEmpty` is honest here: a recompute writes `null` for a
+ * record with nothing scheduled, and a record never written reads blank
+ * too (see `readNextTaskAtMs`).
+ */
+export declare const CRM_NO_NEXT_ACTIVITY_CLAUSE: Readonly<CrmViewFilterClause>;
+export declare function isNoNextActivityClause(clause: Pick<CrmViewFilterClause, 'field' | 'op'>): boolean;
+/** A view's filters with the clause switched on or off, the rest untouched. */
+export declare function withNoNextActivity(filters: readonly CrmViewFilterClause[], on: boolean): CrmViewFilterClause[];
+/**
+ * The rows a "No next activity" clause keeps: every one when the view does
+ * not carry it, else those with nothing scheduled. What a list that
+ * filters through a query — companies, deals — runs over the page it
+ * loaded, the way the contacts list runs its window-only clauses.
+ */
+export declare function filterByNextActivity<T extends {
+    nextTaskAtMs?: unknown;
+}>(rows: readonly T[], filters: readonly CrmViewFilterClause[]): T[];
+/**
+ * The report figure: how many OPEN deals have nothing scheduled, and which
+ * (AGL-2661). A won deal needs no next step and a lost one has none, so
+ * only open deals are stuck; the caller hands in the window it already
+ * reads for the pipeline card, so this costs no read of its own.
+ */
+export declare function stuckDeals<T extends Pick<CrmDeal, 'status' | 'nextTaskAtMs'>>(deals: readonly T[]): {
+    count: number;
+    deals: T[];
+};

package/src/lib/model/crm-next-activity.js

@@ -0,0 +1,140 @@
+/**
+ * @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.
+ */ /**
+ * NEXT ACTIVITY (AGL-2661): when the earliest open task against a record
+ * is due, denormalized onto the record as `nextTaskAtMs`.
+ *
+ * The question a sales manager asks of a LIST — "which deals have nothing
+ * scheduled?" — cannot be answered by a task query per row, so every
+ * contact, company and deal carries the answer. This module is the pure
+ * half: what the value IS given a record's open tasks, how a stored one is
+ * read back, the view clause a list filters on, and the report figure. The
+ * admin library's `recomputeCrmNextTaskAt` is the writer; the console's
+ * route is its door for client-direct task writes.
+ */ import { _ as _extends } from "@swc/helpers/_/_extends";
+/** The field on a contact, a company and a deal — the one name every list reads. */ export const CRM_NEXT_ACTIVITY_FIELD = 'nextTaskAtMs';
+/** How the collections are keyed on a task, in the order a recompute walks them. */ export const CRM_NEXT_ACTIVITY_LINK_FIELDS = [
+    'contactId',
+    'companyId',
+    'dealId'
+];
+/**
+ * When the earliest OPEN task in the list is due, or `null`.
+ *
+ * Only an open task with a finite due time counts: a done task is history,
+ * and an open one with no date is a to-do with no "next" about it — the
+ * record's next activity is unknown rather than immediate, and `null`
+ * says so. A pre-change writer never produced a time outside the finite
+ * range, but a stored `dueAtMs` is trusted no further than that.
+ */ export function nextTaskAtMsOf(tasks) {
+    let earliest = null;
+    for (const task of tasks){
+        if (task.status !== 'open') continue;
+        const due = task.dueAtMs;
+        if (typeof due !== 'number' || !Number.isFinite(due)) continue;
+        if (earliest === null || due < earliest) earliest = due;
+    }
+    return earliest;
+}
+/**
+ * A stored `nextTaskAtMs`, read back: a finite positive number, else
+ * `null`. Absent — a record written before the field existed — reads as
+ * `null` too, because to every reader "not yet computed" and "nothing
+ * scheduled" draw the same dash; the Fields section's recompute is what
+ * closes the gap for a filter that asks the store rather than the row.
+ */ export function readNextTaskAtMs(record) {
+    const value = record == null ? void 0 : record.nextTaskAtMs;
+    return typeof value === 'number' && Number.isFinite(value) && value > 0 ? value : null;
+}
+/** Whether nothing is scheduled against the record — the "stuck" test. */ export function hasNoNextActivity(record) {
+    return readNextTaskAtMs(record) === null;
+}
+/** The links one task carries, with the blanks left out. */ export function nextActivityLinksOfTask(task) {
+    const link = {};
+    for (const field of CRM_NEXT_ACTIVITY_LINK_FIELDS){
+        var _ref;
+        const id = String((_ref = task == null ? void 0 : task[field]) != null ? _ref : '').trim();
+        if (id) link[field] = id;
+    }
+    return link;
+}
+/**
+ * Several links as one per record, so a bulk action over forty tasks on
+ * one deal recomputes that deal once. Order is first-seen.
+ */ export function mergeNextActivityLinks(links) {
+    const seen = new Set();
+    const merged = [];
+    for (const link of links){
+        for (const field of CRM_NEXT_ACTIVITY_LINK_FIELDS){
+            var _ref;
+            const id = String((_ref = link == null ? void 0 : link[field]) != null ? _ref : '').trim();
+            if (!id) continue;
+            const key = `${field}:${id}`;
+            if (seen.has(key)) continue;
+            seen.add(key);
+            merged.push({
+                field,
+                id
+            });
+        }
+    }
+    return merged;
+}
+/**
+ * The saved-view clause "No next activity" is stored as — one clause,
+ * spelled once, so the toggle a list draws and the matcher it runs agree
+ * on the name. `isEmpty` is honest here: a recompute writes `null` for a
+ * record with nothing scheduled, and a record never written reads blank
+ * too (see `readNextTaskAtMs`).
+ */ export const CRM_NO_NEXT_ACTIVITY_CLAUSE = Object.freeze({
+    field: CRM_NEXT_ACTIVITY_FIELD,
+    op: 'isEmpty',
+    value: ''
+});
+export function isNoNextActivityClause(clause) {
+    return clause.field === CRM_NEXT_ACTIVITY_FIELD && clause.op === 'isEmpty';
+}
+/** A view's filters with the clause switched on or off, the rest untouched. */ export function withNoNextActivity(filters, on) {
+    const rest = filters.filter((clause)=>!isNoNextActivityClause(clause));
+    return on ? [
+        ...rest,
+        _extends({}, CRM_NO_NEXT_ACTIVITY_CLAUSE)
+    ] : rest;
+}
+/**
+ * The rows a "No next activity" clause keeps: every one when the view does
+ * not carry it, else those with nothing scheduled. What a list that
+ * filters through a query — companies, deals — runs over the page it
+ * loaded, the way the contacts list runs its window-only clauses.
+ */ export function filterByNextActivity(rows, filters) {
+    return filters.some(isNoNextActivityClause) ? rows.filter(hasNoNextActivity) : [
+        ...rows
+    ];
+}
+/**
+ * The report figure: how many OPEN deals have nothing scheduled, and which
+ * (AGL-2661). A won deal needs no next step and a lost one has none, so
+ * only open deals are stuck; the caller hands in the window it already
+ * reads for the pipeline card, so this costs no read of its own.
+ */ export function stuckDeals(deals) {
+    const stuck = deals.filter((deal)=>deal.status === 'open' && hasNoNextActivity(deal));
+    return {
+        count: stuck.length,
+        deals: stuck
+    };
+}
+
+//# sourceMappingURL=crm-next-activity.js.map

package/src/lib/model/crm-next-activity.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-next-activity.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * NEXT ACTIVITY (AGL-2661): when the earliest open task against a record\n * is due, denormalized onto the record as `nextTaskAtMs`.\n *\n * The question a sales manager asks of a LIST — \"which deals have nothing\n * scheduled?\" — cannot be answered by a task query per row, so every\n * contact, company and deal carries the answer. This module is the pure\n * half: what the value IS given a record's open tasks, how a stored one is\n * read back, the view clause a list filters on, and the report figure. The\n * admin library's `recomputeCrmNextTaskAt` is the writer; the console's\n * route is its door for client-direct task writes.\n */\n\nimport type { CrmDeal, CrmTask, CrmViewFilterClause } from '@aglyn/aglyn/app-utils/crm'\n\n/** The field on a contact, a company and a deal — the one name every list reads. */\nexport const CRM_NEXT_ACTIVITY_FIELD = 'nextTaskAtMs'\n\n/**\n * The records one task can be filed against — the ids a recompute reads\n * off a task, and the three collections it writes to.\n */\nexport interface CrmNextActivityLink {\n  contactId?: string\n  companyId?: string\n  dealId?: string\n}\n\n/** How the collections are keyed on a task, in the order a recompute walks them. */\nexport const CRM_NEXT_ACTIVITY_LINK_FIELDS = ['contactId', 'companyId', 'dealId'] as const\n\nexport type CrmNextActivityLinkField = (typeof CRM_NEXT_ACTIVITY_LINK_FIELDS)[number]\n\n/**\n * When the earliest OPEN task in the list is due, or `null`.\n *\n * Only an open task with a finite due time counts: a done task is history,\n * and an open one with no date is a to-do with no \"next\" about it — the\n * record's next activity is unknown rather than immediate, and `null`\n * says so. A pre-change writer never produced a time outside the finite\n * range, but a stored `dueAtMs` is trusted no further than that.\n */\nexport function nextTaskAtMsOf(\n  tasks: readonly Pick<CrmTask, 'status' | 'dueAtMs'>[],\n): number | null {\n  let earliest: number | null = null\n  for (const task of tasks) {\n    if (task.status !== 'open') continue\n    const due = task.dueAtMs\n    if (typeof due !== 'number' || !Number.isFinite(due)) continue\n    if (earliest === null || due < earliest) earliest = due\n  }\n  return earliest\n}\n\n/**\n * A stored `nextTaskAtMs`, read back: a finite positive number, else\n * `null`. 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'').trim()\n    if (id) link[field] = id\n  }\n  return link\n}\n\n/**\n * Several links as one per record, so a bulk action over forty tasks on\n * one deal recomputes that deal once. Order is first-seen.\n */\nexport function mergeNextActivityLinks(\n  links: readonly (CrmNextActivityLink | null | undefined)[],\n): Array<{ field: CrmNextActivityLinkField; id: string }> {\n  const seen = new Set<string>()\n  const merged: Array<{ field: CrmNextActivityLinkField; id: string }> = []\n  for (const link of links) {\n    for (const field of CRM_NEXT_ACTIVITY_LINK_FIELDS) {\n      const id = String(link?.[field] ?? '').trim()\n      if (!id) continue\n      const key = `${field}:${id}`\n      if (seen.has(key)) continue\n      seen.add(key)\n      merged.push({ field, id })\n    }\n  }\n  return merged\n}\n\n/**\n * The saved-view clause \"No next activity\" is stored as — one clause,\n * spelled once, so the toggle a list draws and the matcher it runs agree\n * on the name. `isEmpty` is honest here: a recompute writes `null` for a\n * record with nothing scheduled, and a record never written reads blank\n * too (see `readNextTaskAtMs`).\n */\nexport const CRM_NO_NEXT_ACTIVITY_CLAUSE: Readonly<CrmViewFilterClause> = Object.freeze({\n  field: CRM_NEXT_ACTIVITY_FIELD,\n  op: 'isEmpty',\n  value: '',\n})\n\nexport function isNoNextActivityClause(clause: Pick<CrmViewFilterClause, 'field' | 'op'>): boolean {\n  return clause.field === CRM_NEXT_ACTIVITY_FIELD && clause.op === 'isEmpty'\n}\n\n/** A view's filters with the clause switched on or off, the rest untouched. */\nexport function withNoNextActivity(\n  filters: readonly CrmViewFilterClause[],\n  on: boolean,\n): CrmViewFilterClause[] {\n  const rest = filters.filter((clause) => !isNoNextActivityClause(clause))\n  return on ? 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package/src/lib/model/crm-recipes.d.ts

@@ -0,0 +1,40 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import type { InteractionRecipe, InteractionRecipeInput } from '@aglyn/aglyn/plugin-manager/interaction-recipes';
+export declare const CRM_ACTION_RECIPE_IDS: readonly ["welcomeNewLead", "followUpWonDeal", "reengageStaleLead", "tagByForm"];
+export type CrmActionRecipeId = (typeof CRM_ACTION_RECIPE_IDS)[number];
+/** What a recipe is handed before it builds — today only the form `tagByForm` reads. */
+export type CrmActionRecipeInput = InteractionRecipeInput;
+export interface CrmActionRecipe extends InteractionRecipe {
+    id: CrmActionRecipeId;
+}
+/**
+ * How long the stale-lead recipe holds before it decides a lead has gone
+ * quiet. A week: long enough that a rep who is working the lead has had a
+ * chance to move its stage, short enough that a lead nobody touched is
+ * still warm when the reminder lands.
+ */
+export declare const STALE_LEAD_WAIT_MINUTES: number;
+/**
+ * The tag a form's captures get: the form's own name, cut to the tag cap.
+ * The name is what the person calls the form, so it is the tag they would
+ * have typed; the editor is open to change it before anything is saved.
+ */
+export declare function crmRecipeTagForForm(formName: string): string;
+export declare const CRM_ACTION_RECIPES: readonly CrmActionRecipe[];
+/** The recipe with this id, or null for a string that names none. */
+export declare function crmActionRecipe(id: unknown): CrmActionRecipe | null;

package/src/lib/model/crm-recipes.js

@@ -0,0 +1,259 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ import { CONTACT_TAG_MAX_LENGTH } from "@aglyn/aglyn/app-utils/crm-kinds";
+/*
+ * THE CRM'S RECIPES (AGL-2626).
+ *
+ * A recipe is a ready-to-edit automation — a trigger, its conditions and an
+ * ordered step list — built from the vocabulary the automation editor already
+ * offers and handed to that editor as a draft. Nothing is written until the
+ * person saves, and every field is theirs to change first: the recipe decides
+ * where the editor starts, not what the site runs.
+ *
+ * The CRM's own, because what each one is FOR is the CRM's: who a new lead is,
+ * when a deal is won, when a lead has gone quiet. They reach the automation
+ * editor through the platform's recipe seam
+ * (`plugin-manager/interaction-recipes`, AGL-3080), registered from this
+ * plugin's declarations; the org hub's Recipes card and its install routes
+ * read them here. Their ids are declared in `plugins.config.json`
+ * (`interactionRecipes`) because a stored automation names one.
+ *
+ * Definitions only. Three of the four are complete as written. `tagByForm`
+ * needs a form, and a form belongs to a site, so the picker that supplies it
+ * is the editor's business and host-scoped by nature. That is the seam an
+ * org-level mount keeps: the recipes are the same at either level, and only
+ * the form picker knows where it is.
+ */ export const CRM_ACTION_RECIPE_IDS = [
+    'welcomeNewLead',
+    'followUpWonDeal',
+    'reengageStaleLead',
+    'tagByForm'
+];
+/**
+ * The field a resumed wait carries in its scope when it ended on the CLOCK
+ * rather than on the event it watched for — the automation engine's word for
+ * it, written into the step guard the stale-lead recipe stores.
+ */ const WAIT_TIMED_OUT_FIELD = '_waitTimedOut';
+/**
+ * How long the stale-lead recipe holds before it decides a lead has gone
+ * quiet. A week: long enough that a rep who is working the lead has had a
+ * chance to move its stage, short enough that a lead nobody touched is
+ * still warm when the reminder lands.
+ */ export const STALE_LEAD_WAIT_MINUTES = 7 * 24 * 60;
+/**
+ * The tag a form's captures get: the form's own name, cut to the tag cap.
+ * The name is what the person calls the form, so it is the tag they would
+ * have typed; the editor is open to change it before anything is saved.
+ */ export function crmRecipeTagForForm(formName) {
+    return formName.trim().slice(0, CONTACT_TAG_MAX_LENGTH);
+}
+export const CRM_ACTION_RECIPES = [
+    {
+        id: 'welcomeNewLead',
+        title: 'Welcome a new lead',
+        description: 'When a form makes a new lead: rotate in an owner, book a call for ' + 'tomorrow, send a thank-you, and tag them website.',
+        /*
+     * ON A NEW LEAD (AGL-3458), because that is the record a lead-routed form
+     * makes: under the one-record model (AGL-3232) a form with lead routing
+     * on files a LEAD and no contact, so a new-contact trigger would never
+     * reach the people this recipe is named for. `formId` is on the `lead`
+     * event exactly when a form filed the lead, so the condition keeps the
+     * recipe to forms and leaves a booking request to the booking's own
+     * confirmation. Every step below acts on the lead the event names when
+     * the workspace holds no contact for the person.
+     *
+     * The owner first, because the task that follows names no assignee and
+     * so goes to whoever owns the lead when it is created — the member the
+     * rotation just chose. Round robin rather than a named member: a recipe
+     * cannot know who is on the team, and the pool under CRM → Settings is
+     * the one place that does. On a workspace with no pool the step fails
+     * and the run continues, so the call, the email and the tag still land
+     * and the run history says who was not assigned.
+     *
+     * The email comes before any wait, which makes it an immediate reply to
+     * what the visitor just did — a transactional reply, sent from the org's
+     * own identity to the address the event carries, with no unsubscribe.
+     *
+     * Its words promise no response time. The org hub installs this recipe
+     * into a site without its editor opening, so the business never reads
+     * the sentence it is sending, and a "within a day" written here would be
+     * a commitment made on its behalf that nothing in the run keeps.
+     */ build: ()=>({
+                recipe: 'welcomeNewLead',
+                name: 'Welcome a new lead',
+                trigger: {
+                    event: 'lead',
+                    conditions: [
+                        {
+                            field: 'formId',
+                            op: 'notEmpty'
+                        }
+                    ],
+                    combinator: 'and'
+                },
+                steps: [
+                    {
+                        type: 'assignContactOwner',
+                        roundRobin: true
+                    },
+                    {
+                        type: 'createCrmTask',
+                        title: 'Call the new lead',
+                        kind: 'call',
+                        dueInDays: 1
+                    },
+                    {
+                        type: 'sendEmail',
+                        subject: 'Thanks for getting in touch',
+                        body: 'Hi {{firstName|there}},\n\nThanks for reaching out. We have your ' + 'message and will reply to this email address.'
+                    },
+                    {
+                        type: 'addContactTag',
+                        tag: 'website'
+                    }
+                ],
+                enabled: true
+            })
+    },
+    {
+        id: 'followUpWonDeal',
+        title: 'Follow up a won deal',
+        description: 'When a deal is won — which makes the contact a Customer on its own — ' + 'book a check-in call a week out.',
+        /*
+     * No stage step (AGL-2641): the win itself floors the contact at
+     * `customer` before `dealWon` is announced, so a step setting the stage
+     * here would at best repeat the write and at worst move an evangelist
+     * back to customer — a SET, which is what the step is, and not the
+     * floor the win applies. The recipe books the follow-up and nothing
+     * else.
+     */ build: ()=>({
+                recipe: 'followUpWonDeal',
+                name: 'Follow up a won deal',
+                trigger: {
+                    event: 'dealWon'
+                },
+                steps: [
+                    {
+                        type: 'createCrmTask',
+                        title: 'Check in with the new customer',
+                        kind: 'call',
+                        dueInDays: 7
+                    }
+                ],
+                enabled: true
+            })
+    },
+    {
+        id: 'reengageStaleLead',
+        title: 'Re-engage a stale lead',
+        description: 'When a contact becomes a lead: wait a week, and if their stage has ' + 'not moved, book a call to bring them back.',
+        /*
+     * "Unless the stage moved on" is the wait's own event: the flow watches
+     * for the next stage change on this person and gives up after a week.
+     * Resumed by the clock, the run carries `_waitTimedOut`, and the task
+     * step's guard reads it; resumed by the event, the field is absent and
+     * the task is skipped — the lead was worked, and nobody is told to
+     * re-engage somebody who just moved to Sales qualified.
+     */ build: ()=>({
+                recipe: 'reengageStaleLead',
+                name: 'Re-engage a stale lead',
+                trigger: {
+                    event: 'contactStageChanged',
+                    conditions: [
+                        {
+                            field: 'lifecycleStage',
+                            op: 'equals',
+                            value: 'lead'
+                        }
+                    ],
+                    combinator: 'and'
+                },
+                steps: [
+                    {
+                        type: 'waitForEvent',
+                        eventName: 'contactStageChanged',
+                        timeoutMinutes: STALE_LEAD_WAIT_MINUTES
+                    },
+                    {
+                        type: 'createCrmTask',
+                        title: 'Re-engage a lead that has gone quiet',
+                        kind: 'call',
+                        dueInDays: 1,
+                        when: {
+                            conditions: [
+                                {
+                                    field: WAIT_TIMED_OUT_FIELD,
+                                    op: 'notEmpty'
+                                }
+                            ]
+                        }
+                    }
+                ],
+                enabled: true
+            })
+    },
+    {
+        id: 'tagByForm',
+        title: 'Tag by form',
+        description: 'When a form you pick makes a new lead or contact: tag them with the ' + 'form’s name.',
+        picks: {
+            kind: 'form',
+            label: 'Form',
+            plural: 'forms',
+            prompt: 'Pick the form whose new leads or contacts get the tag.',
+            none: 'This site has no forms yet. Add one in the besigner, then come back.'
+        },
+        /*
+     * The event follows the form's routing (AGL-3458): a lead-routed form
+     * makes a lead and no contact, so keyed on `contactCreated` it would
+     * never fire. The Forms plugin shares the routing as the picked form's
+     * `routesLeads` fact; both events carry `formId` when a form made the
+     * record.
+     */ build: (input)=>{
+            var _ref;
+            var _form_facts;
+            const form = input == null ? void 0 : input.picked;
+            return {
+                recipe: 'tagByForm',
+                name: form ? `Tag ${form.name.trim()} submissions` : 'Tag by form',
+                trigger: {
+                    event: (form == null ? void 0 : (_form_facts = form.facts) == null ? void 0 : _form_facts['routesLeads']) === true ? 'lead' : 'contactCreated',
+                    conditions: [
+                        {
+                            field: 'formId',
+                            op: 'equals',
+                            value: (_ref = form == null ? void 0 : form.id) != null ? _ref : ''
+                        }
+                    ],
+                    combinator: 'and'
+                },
+                steps: [
+                    {
+                        type: 'addContactTag',
+                        tag: form ? crmRecipeTagForForm(form.name) : ''
+                    }
+                ],
+                enabled: true
+            };
+        }
+    }
+];
+/** The recipe with this id, or null for a string that names none. */ export function crmActionRecipe(id) {
+    var _CRM_ACTION_RECIPES_find;
+    return (_CRM_ACTION_RECIPES_find = CRM_ACTION_RECIPES.find((recipe)=>recipe.id === id)) != null ? _CRM_ACTION_RECIPES_find : null;
+}
+
+//# sourceMappingURL=crm-recipes.js.map

package/src/lib/model/crm-recipes.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-recipes.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 { CONTACT_TAG_MAX_LENGTH } from '@aglyn/aglyn/app-utils/crm-kinds'\nimport type {\n  InteractionRecipe,\n  InteractionRecipeInput,\n} from '@aglyn/aglyn/plugin-manager/interaction-recipes'\n\n/*\n * THE CRM'S RECIPES (AGL-2626).\n *\n * A recipe is a ready-to-edit automation — a trigger, its conditions and an\n * ordered step list — built from the vocabulary the automation editor already\n * offers and handed to that editor as a draft. Nothing is written until the\n * person saves, and every field is theirs to change first: the recipe decides\n * where the editor starts, not what the site runs.\n *\n * The CRM's own, because what each one is FOR is the CRM's: who a new lead is,\n * when a deal is won, when a lead has gone quiet. They reach the automation\n * editor through the platform's recipe seam\n * (`plugin-manager/interaction-recipes`, AGL-3080), registered from this\n * plugin's declarations; the org hub's Recipes card and its install routes\n * read them here. Their ids are declared in `plugins.config.json`\n * (`interactionRecipes`) because a stored automation names one.\n *\n * Definitions only. Three of the four are complete as written. `tagByForm`\n * needs a form, and a form belongs to a site, so the picker that supplies it\n * is the editor's business and host-scoped by nature. That is the seam an\n * org-level mount keeps: the recipes are the same at either level, and only\n * the form picker knows where it is.\n */\nexport const CRM_ACTION_RECIPE_IDS = [\n  'welcomeNewLead',\n  'followUpWonDeal',\n  'reengageStaleLead',\n  'tagByForm',\n] as const\n\nexport type CrmActionRecipeId = (typeof CRM_ACTION_RECIPE_IDS)[number]\n\n/** What a recipe is handed before it builds — today only the form `tagByForm` reads. */\nexport type CrmActionRecipeInput = InteractionRecipeInput\n\nexport interface CrmActionRecipe extends InteractionRecipe {\n  id: CrmActionRecipeId\n}\n\n/**\n * The field a resumed wait carries in its scope when it ended on the CLOCK\n * rather than on the event it watched for — the automation engine's word for\n * it, written into the step guard the stale-lead recipe stores.\n */\nconst WAIT_TIMED_OUT_FIELD = '_waitTimedOut'\n\n/**\n * How long the stale-lead recipe holds before it decides a lead has gone\n * quiet. A week: long enough that a rep who is working the lead has had a\n * chance to move its stage, short enough that a lead nobody touched is\n * still warm when the reminder lands.\n */\nexport const STALE_LEAD_WAIT_MINUTES = 7 * 24 * 60\n\n/**\n * The tag a form's captures get: the form's own name, cut to the tag cap.\n * The name is what the person calls the form, so it is the tag they would\n * have typed; the editor is open to change it before anything is saved.\n */\nexport function crmRecipeTagForForm(formName: string): string {\n  return formName.trim().slice(0, CONTACT_TAG_MAX_LENGTH)\n}\n\nexport const CRM_ACTION_RECIPES: readonly CrmActionRecipe[] = [\n  {\n    id: 'welcomeNewLead',\n    title: 'Welcome a new lead',\n    description:\n      'When a form makes a new lead: rotate in an owner, book a call for ' +\n      'tomorrow, send a thank-you, and tag them website.',\n    /*\n     * ON A NEW LEAD (AGL-3458), because that is the record a lead-routed form\n     * makes: under the one-record model (AGL-3232) a form with lead routing\n     * on files a LEAD and no contact, so a new-contact trigger would never\n     * reach the people this recipe is named for. `formId` is on the `lead`\n     * event exactly when a form filed the lead, so the condition keeps the\n     * recipe to forms and leaves a booking request to the booking's own\n     * confirmation. Every step below acts on the lead the event names when\n     * the workspace holds no contact for the person.\n     *\n     * The owner first, because the task that follows names no assignee and\n     * so goes to whoever owns the lead when it is created — the member the\n     * rotation just chose. Round robin rather than a named member: a recipe\n     * cannot know who is on the team, and the pool under CRM → Settings is\n     * the one place that does. On a workspace with no pool the step fails\n     * and the run continues, so the call, the email and the tag still land\n     * and the run history says who was not assigned.\n     *\n     * The email comes before any wait, which makes it an immediate reply to\n     * what the visitor just did — a transactional reply, sent from the org's\n     * own identity to the address the event carries, with no unsubscribe.\n     *\n     * Its words promise no response time. The org hub installs this recipe\n     * into a site without its editor opening, so the business never reads\n     * the sentence it is sending, and a \"within a day\" written here would be\n     * a commitment made on its behalf that nothing in the run keeps.\n     */\n    build: () => ({\n      recipe: 'welcomeNewLead',\n      name: 'Welcome a new lead',\n      trigger: {\n        event: 'lead',\n        conditions: [{ field: 'formId', op: 'notEmpty' }],\n        combinator: 'and',\n      },\n      steps: [\n        { type: 'assignContactOwner', roundRobin: true },\n        {\n          type: 'createCrmTask',\n          title: 'Call the new lead',\n          kind: 'call',\n          dueInDays: 1,\n        },\n        {\n          type: 'sendEmail',\n          subject: 'Thanks for getting in touch',\n          body:\n            'Hi {{firstName|there}},\\n\\nThanks for reaching out. We have your ' +\n            'message and will reply to this email address.',\n        },\n        { type: 'addContactTag', tag: 'website' },\n      ],\n      enabled: true,\n    }),\n  },\n  {\n    id: 'followUpWonDeal',\n    title: 'Follow up a won deal',\n    description:\n      'When a deal is won — which makes the contact a Customer on its own — ' +\n      'book a check-in call a week out.',\n    /*\n     * No stage step (AGL-2641): the win itself floors the contact at\n     * `customer` before `dealWon` is announced, so a step setting the stage\n     * here would at best repeat the write and at worst move an evangelist\n     * back to customer — a SET, which is what the step is, and not the\n     * floor the win applies. The recipe books the follow-up and nothing\n     * else.\n     */\n    build: () => ({\n      recipe: 'followUpWonDeal',\n      name: 'Follow up a won deal',\n      trigger: { event: 'dealWon' },\n      steps: [\n        {\n          type: 'createCrmTask',\n          title: 'Check in with the new customer',\n          kind: 'call',\n          dueInDays: 7,\n        },\n      ],\n      enabled: true,\n    }),\n  },\n  {\n    id: 'reengageStaleLead',\n    title: 'Re-engage a stale lead',\n    description:\n      'When a contact becomes a lead: wait a week, and if their stage has ' +\n      'not moved, book a call to bring them back.',\n    /*\n     * \"Unless the stage moved on\" is the wait's own event: the flow watches\n     * for the next stage change on this person and gives up after a week.\n     * Resumed by the clock, the run carries `_waitTimedOut`, and the task\n     * step's guard reads it; resumed by the event, the field is absent and\n     * the task is skipped — the lead was worked, and nobody is told to\n     * re-engage somebody who just moved to Sales qualified.\n     */\n    build: () => ({\n      recipe: 'reengageStaleLead',\n      name: 'Re-engage a stale lead',\n      trigger: {\n        event: 'contactStageChanged',\n        conditions: [{ field: 'lifecycleStage', op: 'equals', value: 'lead' }],\n        combinator: 'and',\n      },\n      steps: [\n        {\n          type: 'waitForEvent',\n          eventName: 'contactStageChanged',\n          timeoutMinutes: STALE_LEAD_WAIT_MINUTES,\n        },\n        {\n          type: 'createCrmTask',\n          title: 'Re-engage a lead that has gone quiet',\n          kind: 'call',\n          dueInDays: 1,\n          when: {\n            conditions: [{ field: WAIT_TIMED_OUT_FIELD, op: 'notEmpty' }],\n          },\n        },\n      ],\n      enabled: true,\n    }),\n  },\n  {\n    id: 'tagByForm',\n    title: 'Tag by form',\n    description:\n      'When a form you pick makes a new lead or contact: tag them with the ' +\n      'form’s name.',\n    picks: {\n      kind: 'form',\n      label: 'Form',\n      plural: 'forms',\n      prompt: 'Pick the form whose new leads or contacts get the tag.',\n      none: 'This site has no forms yet. 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package/src/lib/model/crm-record-counts.d.ts

@@ -0,0 +1,36 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { type PluginRecordCountSource } from '@aglyn/aglyn/plugin-manager/plugin-record-counts';
+/**
+ * The leads a site CAPTURED (AGL-3275), counted for another plugin's figure
+ * (AGL-3080). A lead is one document per person under the organization,
+ * stamped in `capturedByHostIds` with every site that met them — so this is
+ * exactly the population a site's own lead outcomes are drawn from.
+ *
+ * Not `visibleTo`: that also names the sites a consent group shares a person
+ * with. The price is that a collaborator scoped to one site cannot run the
+ * count — the rules prove a lead read by `visibleTo` — and the reader
+ * withholds the figure for them.
+ */
+export declare const leadRecordCountSource: PluginRecordCountSource;
+/**
+ * The organization's contacts — ONE row per person for every site in it, so
+ * the count crosses sites, which the reader is told.
+ */
+export declare const contactRecordCountSource: PluginRecordCountSource;
+/** Called from the console registrar, owner named for a spec that calls it directly. */
+export declare function registerCrmRecordCounts(): void;