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

package/src/lib/model/deal-form-model.js

@@ -21,7 +21,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * Kept out of the component so the translation can be tested without a
  * Firestore or a DOM, and so the contact card and the company card, which
  * open the same drawer with a link preselected, build a deal the same way.
- */ import { contactDisplayName, nameSearchKey, nameSearchToken } from "@aglyn/aglyn";
+ */ import { contactDisplayName, crmPicklistDefaultLabel, DEAL_NEXT_STEP_MAX, dealContactRolesOf, dealContactRolesWithPrimary, dealStageForecastCategory, isCrmForecastCategory, judgeCrmPicklistValue, nameSearchKey, nameSearchToken, readDealProbability } from "@aglyn/aglyn";
 import { amountInputValue, dateInputMs, dateInputValue, DEFAULT_DEAL_CURRENCY, openStages, parseAmountInput } from "./deal-board-model.js";
 export const DEAL_TITLE_MAX = 120;
 export const DEAL_NOTES_MAX = 4000;
@@ -47,11 +47,17 @@ export const DEAL_NOTES_MAX = 4000;
         contactName: '',
         companyId: '',
         companyName: '',
-        notes: ''
+        notes: '',
+        type: '',
+        leadSource: '',
+        nextStep: '',
+        probability: '',
+        forecastCategory: '',
+        campaignId: ''
     }, defaults);
 }
 /** The form an existing deal opens as. */ export function dealFormFromDoc(deal) {
-    var _deal_title, _deal_pipelineId, _deal_stageId, _deal_ownerUid, _deal_contactId, _deal_contactName, _deal_companyId, _deal_companyName, _deal_notes;
+    var _deal_title, _deal_pipelineId, _deal_stageId, _deal_ownerUid, _deal_contactId, _deal_contactName, _deal_companyId, _deal_companyName, _deal_notes, _deal_type, _deal_leadSource, _deal_nextStep, _deal_campaignId;
     return {
         title: String((_deal_title = deal.title) != null ? _deal_title : ''),
         pipelineId: String((_deal_pipelineId = deal.pipelineId) != null ? _deal_pipelineId : ''),
@@ -64,7 +70,13 @@ export const DEAL_NOTES_MAX = 4000;
         contactName: String((_deal_contactName = deal.contactName) != null ? _deal_contactName : ''),
         companyId: String((_deal_companyId = deal.companyId) != null ? _deal_companyId : ''),
         companyName: String((_deal_companyName = deal.companyName) != null ? _deal_companyName : ''),
-        notes: String((_deal_notes = deal.notes) != null ? _deal_notes : '')
+        notes: String((_deal_notes = deal.notes) != null ? _deal_notes : ''),
+        type: String((_deal_type = deal.type) != null ? _deal_type : ''),
+        leadSource: String((_deal_leadSource = deal.leadSource) != null ? _deal_leadSource : ''),
+        nextStep: String((_deal_nextStep = deal.nextStep) != null ? _deal_nextStep : ''),
+        probability: typeof deal.probability === 'number' ? String(deal.probability) : '',
+        forecastCategory: isCrmForecastCategory(deal.forecastCategory) ? deal.forecastCategory : '',
+        campaignId: String((_deal_campaignId = deal.campaignId) != null ? _deal_campaignId : '')
     };
 }
 /**
@@ -84,11 +96,41 @@ export const DEAL_NOTES_MAX = 4000;
     if (values.expectedClose.trim() && dateInputMs(values.expectedClose) === null) {
         return 'The expected close has to be a date.';
     }
+    if (readDealProbability(values.probability) === undefined) {
+        return 'The probability has to be a whole number from 0 to 100.';
+    }
     if (mode === 'create' && (!values.pipelineId || !values.stageId)) {
         return 'Pick the stage the deal starts in.';
     }
     return null;
 }
+/**
+ * The form's two picklist fields judged against the org's lists (AGL-3516),
+ * the way every server door judges them: an active value is stored as the
+ * list spells it, a blank clears, the deal's own current value is kept, and
+ * anything else is refused naming what the list allows. A NEW deal with no
+ * Type takes the list's default, as Salesforce's does; the lead source is
+ * never defaulted — it records where a deal came from.
+ */ export function judgeDealFormPicklists(values, lists, options) {
+    var _crmPicklistDefaultLabel, _type_value, _leadSource_value;
+    var _options_current, _options_current1;
+    const typed = values.type.trim() || (options.created ? (_crmPicklistDefaultLabel = crmPicklistDefaultLabel(lists.type)) != null ? _crmPicklistDefaultLabel : '' : '');
+    const type = judgeCrmPicklistValue('opportunityType', lists.type, typed, (_options_current = options.current) == null ? void 0 : _options_current.type);
+    if (type.ok === false) return type;
+    const leadSource = judgeCrmPicklistValue('leadSource', lists.leadSource, values.leadSource, (_options_current1 = options.current) == null ? void 0 : _options_current1.leadSource);
+    if (leadSource.ok === false) return leadSource;
+    return {
+        ok: true,
+        values: _extends({}, values, {
+            type: (_type_value = type.value) != null ? _type_value : '',
+            leadSource: (_leadSource_value = leadSource.value) != null ? _leadSource_value : ''
+        })
+    };
+}
+/** The forecast category a save stamps: the form's, else the stage's, else none. */ function forecastCategoryFor(values, stage) {
+    if (isCrmForecastCategory(values.forecastCategory)) return values.forecastCategory;
+    return stage ? dealStageForecastCategory(stage) : null;
+}
 /**
  * The optional fields, as the values to SET and the keys to CLEAR.
  *
@@ -99,6 +141,7 @@ export const DEAL_NOTES_MAX = 4000;
  * either. On a create the cleared keys are simply not written; on an edit
  * the component turns them into field deletes.
  */ function optionalFields(values) {
+    var _readDealProbability;
     const set = {};
     const clear = [];
     const put = (key, value)=>{
@@ -113,6 +156,11 @@ export const DEAL_NOTES_MAX = 4000;
     put('companyId', values.companyId.trim());
     put('companyName', values.companyId.trim() ? values.companyName.trim() : '');
     put('notes', values.notes.trim().slice(0, DEAL_NOTES_MAX));
+    put('type', values.type.trim());
+    put('leadSource', values.leadSource.trim());
+    put('nextStep', values.nextStep.trim().replace(/\s+/g, ' ').slice(0, DEAL_NEXT_STEP_MAX));
+    put('probability', (_readDealProbability = readDealProbability(values.probability)) != null ? _readDealProbability : null);
+    put('campaignId', values.campaignId.trim());
     return {
         set,
         clear
@@ -124,15 +172,27 @@ export const DEAL_NOTES_MAX = 4000;
  */ export function dealDocumentFromForm(values, context) {
     const title = values.title.trim().slice(0, DEAL_TITLE_MAX);
     const { set } = optionalFields(values);
+    const forecastCategory = forecastCategoryFor(values, context.stage);
+    const contactId = values.contactId.trim();
     return _extends({
         title,
         titleLower: nameSearchKey(title),
         pipelineId: values.pipelineId,
         stageId: values.stageId,
-        status: 'open',
+        status: 'open'
+    }, contactId ? {
+        contactRoles: [
+            {
+                contactId,
+                primary: true
+            }
+        ]
+    } : {}, {
         currency: String(values.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),
         stageChangedAtMs: context.nowMs
-    }, set, {
+    }, forecastCategory ? {
+        forecastCategory
+    } : {}, set, {
         visibleTo: context.visibleTo,
         hostId: context.hostId,
         createdByUid: context.uid,
@@ -151,8 +211,20 @@ export const DEAL_NOTES_MAX = 4000;
  * form shows them read-only, and a patch that re-wrote the number it was
  * seeded with would overwrite a line added from another tab meanwhile.
  */ export function dealPatchFromForm(values, nowMs, options = {}) {
+    var _options_current_contactId;
     const title = values.title.trim().slice(0, DEAL_TITLE_MAX);
-    const { set, clear } = optionalFields(values);
+    const optional = optionalFields(values);
+    const set = optional.set;
+    const { clear } = optional;
+    const contactId = values.contactId.trim();
+    if (options.current && contactId !== ((_options_current_contactId = options.current.contactId) != null ? _options_current_contactId : '')) {
+        set['contactRoles'] = dealContactRolesWithPrimary(dealContactRolesOf(options.current), contactId || null);
+    }
+    // The category picked, else the stage's again; with neither, the field
+    // goes and every reader derives it from the stage.
+    const forecastCategory = forecastCategoryFor(values, options.stage);
+    if (forecastCategory) set['forecastCategory'] = forecastCategory;
+    else clear.push('forecastCategory');
     if (options.amountDerived) {
         delete set['amountCents'];
         return {

package/src/lib/model/deal-form-model.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/deal-form-model.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * The deal drawer's values and the documents they become (AGL-2598), as pure\n * functions — the drawer holds strings the way inputs do, and this module is\n * the one place those strings turn into the typed fields a `CrmDeal` stores.\n * Kept out of the component so the translation can be tested without a\n * Firestore or a DOM, and so the contact card and the company card, which\n * open the same drawer with a link preselected, build a deal the same way.\n */\n\nimport {\n  contactDisplayName,\n  type CrmDeal,\n  nameSearchKey,\n  nameSearchToken,\n} from '@aglyn/aglyn'\nimport {\n  amountInputValue,\n  dateInputMs,\n  dateInputValue,\n  DEFAULT_DEAL_CURRENCY,\n  type DealDoc,\n  openStages,\n  parseAmountInput,\n  type PipelineDoc,\n} from './deal-board-model'\n\n/** What the drawer edits — strings as the inputs hold them. */\nexport interface DealFormValues {\n  title: string\n  pipelineId: string\n  stageId: string\n  /** As typed: `1,250.00`; parsed at save. */\n  amount: string\n  currency: string\n  /** `YYYY-MM-DD` from a date input, or empty. */\n  expectedClose: string\n  ownerUid: string\n  contactId: string\n  contactName: string\n  companyId: string\n  companyName: string\n  notes: string\n}\n\nexport const DEAL_TITLE_MAX = 120\nexport const DEAL_NOTES_MAX = 4000\n\n/**\n * A blank form aimed at a pipeline's first open stage.\n *\n * `defaults` is how a contact's page or a company's page starts a deal\n * already linked to itself: the caller passes the ids and names it knows and\n * the drawer opens with those fields filled. Anything it does not pass stays\n * blank rather than being guessed.\n */\nexport function emptyDealForm(\n  pipeline: Pick<PipelineDoc, '$id' | 'stages'> | null | undefined,\n  defaults: Partial<DealFormValues> = {},\n): DealFormValues {\n  const firstOpen = openStages(pipeline)[0]\n  return {\n    title: '',\n    pipelineId: pipeline?.$id ?? '',\n    stageId: firstOpen?.id ?? '',\n    amount: '',\n    currency: DEFAULT_DEAL_CURRENCY,\n    expectedClose: '',\n    ownerUid: '',\n    contactId: '',\n    contactName: '',\n    companyId: '',\n    companyName: '',\n    notes: '',\n    ...defaults,\n  }\n}\n\n/** The form an existing deal opens as. */\nexport function dealFormFromDoc(deal: DealDoc): DealFormValues {\n  return {\n    title: String(deal.title ?? ''),\n    pipelineId: String(deal.pipelineId ?? ''),\n    stageId: String(deal.stageId ?? ''),\n    amount: amountInputValue(deal.amountCents),\n    currency: String(deal.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),\n    expectedClose: dateInputValue(deal.expectedCloseAtMs),\n    ownerUid: String(deal.ownerUid ?? ''),\n    contactId: String(deal.contactId ?? ''),\n    contactName: String(deal.contactName ?? ''),\n    companyId: String(deal.companyId ?? ''),\n    companyName: String(deal.companyName ?? ''),\n    notes: String(deal.notes ?? ''),\n  }\n}\n\n/**\n * Why the form cannot be saved, or `null` when it can.\n *\n * A title is the one thing a deal needs — a card with no title is a card\n * nobody can find on the board. The amount is optional but, if typed, has to\n * parse: a deal saved with an amount the merchant typed and the model dropped\n * would forecast at zero without saying so. The stage is only checked on a\n * new deal, because an existing deal's stage is moved by the stage route and\n * is not this form's to write.\n */\nexport function dealFormProblem(\n  values: DealFormValues,\n  mode: 'create' | 'edit',\n): string | null {\n  if (!values.title.trim()) return 'A deal needs a title.'\n  if (values.amount.trim() && parseAmountInput(values.amount) === null) {\n    return 'The amount has to be a number of zero or more.'\n  }\n  if (values.expectedClose.trim() && dateInputMs(values.expectedClose) === null) {\n    return 'The expected close has to be a date.'\n  }\n  if (mode === 'create' && (!values.pipelineId || !values.stageId)) {\n    return 'Pick the stage the deal starts in.'\n  }\n  return null\n}\n\n/** What every deal write stamps besides the fields the form edits. */\nexport interface DealWriteContext {\n  visibleTo: string[]\n  hostId: string\n  uid: string\n  nowMs: number\n}\n\n/**\n * The optional fields, as the values to SET and the keys to CLEAR.\n *\n * Split rather than written as `null` because a deal's optional ids are\n * typed as absent-or-string, and the indexes on `contactId` and `companyId`\n * are what the contact and company pages query — a `null` there would be a\n * row those pages cannot see and a filter on \"no contact\" could not find\n * either. On a create the cleared keys are simply not written; on an edit\n * the component turns them into field deletes.\n */\nfunction optionalFields(values: DealFormValues): {\n  set: Record<string, string | number>\n  clear: string[]\n} {\n  const set: Record<string, string | number> = {}\n  const clear: string[] = []\n  const put = (key: string, value: string | number | null) => {\n    if (value === null || value === '') clear.push(key)\n    else set[key] = value\n  }\n  put('amountCents', parseAmountInput(values.amount))\n  put('expectedCloseAtMs', dateInputMs(values.expectedClose))\n  put('ownerUid', values.ownerUid.trim())\n  put('contactId', values.contactId.trim())\n  put('contactName', values.contactId.trim() ? values.contactName.trim() : '')\n  put('companyId', values.companyId.trim())\n  put('companyName', values.companyId.trim() ? values.companyName.trim() : '')\n  put('notes', values.notes.trim().slice(0, DEAL_NOTES_MAX))\n  return { set, clear }\n}\n\n/**\n * The document a new deal is created as. Open, in the chosen stage, with\n * the stage clock started now so \"days in stage\" counts from creation.\n */\nexport function dealDocumentFromForm(\n  values: DealFormValues,\n  context: DealWriteContext,\n): Record<string, unknown> {\n  const title = values.title.trim().slice(0, DEAL_TITLE_MAX)\n  const { set } = optionalFields(values)\n  return {\n    title,\n    titleLower: nameSearchKey(title),\n    pipelineId: values.pipelineId,\n    stageId: values.stageId,\n    status: 'open' satisfies CrmDeal['status'],\n    currency: String(values.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),\n    stageChangedAtMs: context.nowMs,\n    ...set,\n    visibleTo: context.visibleTo,\n    hostId: context.hostId,\n    createdByUid: context.uid,\n    createdAt: new Date(context.nowMs),\n    updatedAt: new Date(context.nowMs),\n  }\n}\n\n/**\n * The patch an edit writes. Never the stage, the status or the scope: the\n * stage goes through the server route so the automations hear it, and the\n * scope is changed only by an org-wide member on purpose.\n *\n * Nor the amount or the currency of a deal whose amount is DERIVED\n * (`amountDerived`, AGL-2620): with line items on the deal the amount is\n * their sum and the currency is theirs, both owned by the products card. The\n * form shows them read-only, and a patch that re-wrote the number it was\n * seeded with would overwrite a line added from another tab meanwhile.\n */\nexport function dealPatchFromForm(\n  values: DealFormValues,\n  nowMs: number,\n  options: { amountDerived?: boolean } = {},\n): { set: Record<string, unknown>; clear: string[] } {\n  const title = values.title.trim().slice(0, DEAL_TITLE_MAX)\n  const { set, clear } = optionalFields(values)\n  if (options.amountDerived) {\n    delete set['amountCents']\n    return {\n      set: { title, titleLower: nameSearchKey(title), ...set, updatedAt: new Date(nowMs) },\n      clear: clear.filter((key) => key !== 'amountCents'),\n    }\n  }\n  return {\n    set: {\n      title,\n      titleLower: nameSearchKey(title),\n      currency: String(values.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),\n      ...set,\n      updatedAt: new Date(nowMs),\n    },\n    clear,\n  }\n}\n\n/** A contact as the picker offers it. */\nexport interface ContactChoice {\n  id: string\n  name: string\n  email: string\n}\n\n/**\n * The contacts a typed query matches, from a window of recent contact rows,\n * in the list's own grammar.\n *\n * In memory rather than by query because the contacts collection has no\n * composite index over `visibleTo` with `nameLower` or `email`, and a\n * scoped list can carry only one array clause — so the picker reads the\n * newest rows the viewer may see (bounded, ordered) and matches here. The\n * match is what the list's search does: the normalized query as a prefix of\n * the email, or as a prefix of any word of the name (`nameTokens` holds\n * every word prefix a write produced; `nameLower` covers rows written before\n * the tokens existed). The holder's own name for the person wins over the\n * canonical one, as everywhere else.\n */\nexport function contactChoicesFor(\n  queryText: string,\n  rows: readonly Record<string, unknown>[],\n  /**\n   * The holder each row is named through: one group for every row under a\n   * site, or a resolver per row at the organization level (AGL-2630), where\n   * each contact reads through its own primary holder.\n   */\n  groupId: string | ((row: Record<string, unknown>) => string),\n  max = 8,\n): ContactChoice[] {\n  const key = nameSearchKey(queryText)\n  const token = nameSearchToken(queryText)\n  const choices: ContactChoice[] = []\n  for (const row of rows) {\n    const email = String(row['email'] ?? '').toLowerCase()\n    const name = contactDisplayName(\n      row,\n      typeof groupId === 'function' ? groupId(row) : groupId,\n    )\n    const nameLower = nameSearchKey(name)\n    const tokens = Array.isArray(row['nameTokens'])\n      ? (row['nameTokens'] as unknown[]).map(String)\n      : []\n    const matches =\n      !key ||\n      email.startsWith(key) ||\n      nameLower.startsWith(key) ||\n      nameLower.includes(` ${key}`) ||\n      (token ? tokens.includes(token) : false)\n    if (!matches) continue\n    choices.push({ id: String(row['$id'] ?? ''), name, email })\n    if (choices.length >= max) break\n  }\n  return choices\n}\n"],"names":["contactDisplayName","nameSearchKey","nameSearchToken","amountInputValue","dateInputMs","dateInputValue","DEFAULT_DEAL_CURRENCY","openStages","parseAmountInput","DEAL_TITLE_MAX","DEAL_NOTES_MAX","emptyDealForm","pipeline","defaults","firstOpen","title","pipelineId","$id","stageId","id","amount","currency","expectedClose","ownerUid","contactId","contactName","companyId","companyName","notes","dealFormFromDoc","deal","String","amountCents","toLowerCase","expectedCloseAtMs","dealFormProblem","values","mode","trim","optionalFields","set","clear","put","key","value","push","slice","dealDocumentFromForm","context","titleLower","status","stageChangedAtMs","nowMs","visibleTo","hostId","createdByUid","uid","createdAt","Date","updatedAt","dealPatchFromForm","options","amountDerived","filter","contactChoicesFor","queryText","rows","groupId","max","token","choices","row","email","name","nameLower","tokens","Array","isArray","map","matches","startsWith","includes","length"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;CAOC,GAED,SACEA,kBAAkB,EAElBC,aAAa,EACbC,eAAe,QACV,eAAc;AACrB,SACEC,gBAAgB,EAChBC,WAAW,EACXC,cAAc,EACdC,qBAAqB,EAErBC,UAAU,EACVC,gBAAgB,QAEX,wBAAoB;AAoB3B,OAAO,MAAMC,iBAAiB,IAAG;AACjC,OAAO,MAAMC,iBAAiB,KAAI;AAElC;;;;;;;CAOC,GACD,OAAO,SAASC,cACdC,QAAgE,EAChEC,WAAoC,CAAC,CAAC;;IAEtC,MAAMC,YAAYP,WAAWK,SAAS,CAAC,EAAE;IACzC,OAAO;QACLG,OAAO;QACPC,UAAU,UAAEJ,4BAAAA,SAAUK,GAAG,mBAAI;QAC7BC,OAAO,WAAEJ,6BAAAA,UAAWK,EAAE,oBAAI;QAC1BC,QAAQ;QACRC,UAAUf;QACVgB,eAAe;QACfC,UAAU;QACVC,WAAW;QACXC,aAAa;QACbC,WAAW;QACXC,aAAa;QACbC,OAAO;OACJf;AAEP;AAEA,wCAAwC,GACxC,OAAO,SAASgB,gBAAgBC,IAAa;QAE3BA,aACKA,kBACHA,eAICA,gBACCA,iBACEA,mBACFA,iBACEA,mBACNA;IAZhB,OAAO;QACLf,OAAOgB,QAAOD,cAAAA,KAAKf,KAAK,YAAVe,cAAc;QAC5Bd,YAAYe,QAAOD,mBAAAA,KAAKd,UAAU,YAAfc,mBAAmB;QACtCZ,SAASa,QAAOD,gBAAAA,KAAKZ,OAAO,YAAZY,gBAAgB;QAChCV,QAAQjB,iBAAiB2B,KAAKE,WAAW;QACzCX,UAAUU,OAAOD,KAAKT,QAAQ,IAAIf,uBAAuB2B,WAAW;QACpEX,eAAejB,eAAeyB,KAAKI,iBAAiB;QACpDX,UAAUQ,QAAOD,iBAAAA,KAAKP,QAAQ,YAAbO,iBAAiB;QAClCN,WAAWO,QAAOD,kBAAAA,KAAKN,SAAS,YAAdM,kBAAkB;QACpCL,aAAaM,QAAOD,oBAAAA,KAAKL,WAAW,YAAhBK,oBAAoB;QACxCJ,WAAWK,QAAOD,kBAAAA,KAAKJ,SAAS,YAAdI,kBAAkB;QACpCH,aAAaI,QAAOD,oBAAAA,KAAKH,WAAW,YAAhBG,oBAAoB;QACxCF,OAAOG,QAAOD,cAAAA,KAAKF,KAAK,YAAVE,cAAc;IAC9B;AACF;AAEA;;;;;;;;;CASC,GACD,OAAO,SAASK,gBACdC,MAAsB,EACtBC,IAAuB;IAEvB,IAAI,CAACD,OAAOrB,KAAK,CAACuB,IAAI,IAAI,OAAO;IACjC,IAAIF,OAAOhB,MAAM,CAACkB,IAAI,MAAM9B,iBAAiB4B,OAAOhB,MAAM,MAAM,MAAM;QACpE,OAAO;IACT;IACA,IAAIgB,OAAOd,aAAa,CAACgB,IAAI,MAAMlC,YAAYgC,OAAOd,aAAa,MAAM,MAAM;QAC7E,OAAO;IACT;IACA,IAAIe,SAAS,YAAa,CAAA,CAACD,OAAOpB,UAAU,IAAI,CAACoB,OAAOlB,OAAO,AAAD,GAAI;QAChE,OAAO;IACT;IACA,OAAO;AACT;AAUA;;;;;;;;;CASC,GACD,SAASqB,eAAeH,MAAsB;IAI5C,MAAMI,MAAuC,CAAC;IAC9C,MAAMC,QAAkB,EAAE;IAC1B,MAAMC,MAAM,CAACC,KAAaC;QACxB,IAAIA,UAAU,QAAQA,UAAU,IAAIH,MAAMI,IAAI,CAACF;aAC1CH,GAAG,CAACG,IAAI,GAAGC;IAClB;IACAF,IAAI,eAAelC,iBAAiB4B,OAAOhB,MAAM;IACjDsB,IAAI,qBAAqBtC,YAAYgC,OAAOd,aAAa;IACzDoB,IAAI,YAAYN,OAAOb,QAAQ,CAACe,IAAI;IACpCI,IAAI,aAAaN,OAAOZ,SAAS,CAACc,IAAI;IACtCI,IAAI,eAAeN,OAAOZ,SAAS,CAACc,IAAI,KAAKF,OAAOX,WAAW,CAACa,IAAI,KAAK;IACzEI,IAAI,aAAaN,OAAOV,SAAS,CAACY,IAAI;IACtCI,IAAI,eAAeN,OAAOV,SAAS,CAACY,IAAI,KAAKF,OAAOT,WAAW,CAACW,IAAI,KAAK;IACzEI,IAAI,SAASN,OAAOR,KAAK,CAACU,IAAI,GAAGQ,KAAK,CAAC,GAAGpC;IAC1C,OAAO;QAAE8B;QAAKC;IAAM;AACtB;AAEA;;;CAGC,GACD,OAAO,SAASM,qBACdX,MAAsB,EACtBY,OAAyB;IAEzB,MAAMjC,QAAQqB,OAAOrB,KAAK,CAACuB,IAAI,GAAGQ,KAAK,CAAC,GAAGrC;IAC3C,MAAM,EAAE+B,GAAG,EAAE,GAAGD,eAAeH;IAC/B,OAAO;QACLrB;QACAkC,YAAYhD,cAAcc;QAC1BC,YAAYoB,OAAOpB,UAAU;QAC7BE,SAASkB,OAAOlB,OAAO;QACvBgC,QAAQ;QACR7B,UAAUU,OAAOK,OAAOf,QAAQ,IAAIf,uBAAuB2B,WAAW;QACtEkB,kBAAkBH,QAAQI,KAAK;OAC5BZ;QACHa,WAAWL,QAAQK,SAAS;QAC5BC,QAAQN,QAAQM,MAAM;QACtBC,cAAcP,QAAQQ,GAAG;QACzBC,WAAW,IAAIC,KAAKV,QAAQI,KAAK;QACjCO,WAAW,IAAID,KAAKV,QAAQI,KAAK;;AAErC;AAEA;;;;;;;;;;CAUC,GACD,OAAO,SAASQ,kBACdxB,MAAsB,EACtBgB,KAAa,EACbS,UAAuC,CAAC,CAAC;IAEzC,MAAM9C,QAAQqB,OAAOrB,KAAK,CAACuB,IAAI,GAAGQ,KAAK,CAAC,GAAGrC;IAC3C,MAAM,EAAE+B,GAAG,EAAEC,KAAK,EAAE,GAAGF,eAAeH;IACtC,IAAIyB,QAAQC,aAAa,EAAE;QACzB,OAAOtB,GAAG,CAAC,cAAc;QACzB,OAAO;YACLA,KAAK;gBAAEzB;gBAAOkC,YAAYhD,cAAcc;eAAWyB;gBAAKmB,WAAW,IAAID,KAAKN;;YAC5EX,OAAOA,MAAMsB,MAAM,CAAC,CAACpB,MAAQA,QAAQ;QACvC;IACF;IACA,OAAO;QACLH,KAAK;YACHzB;YACAkC,YAAYhD,cAAcc;YAC1BM,UAAUU,OAAOK,OAAOf,QAAQ,IAAIf,uBAAuB2B,WAAW;WACnEO;YACHmB,WAAW,IAAID,KAAKN;;QAEtBX;IACF;AACF;AASA;;;;;;;;;;;;;CAaC,GACD,OAAO,SAASuB,kBACdC,SAAiB,EACjBC,IAAwC,EACxC;;;;GAIC,GACDC,OAA4D,EAC5DC,MAAM,CAAC;IAEP,MAAMzB,MAAM1C,cAAcgE;IAC1B,MAAMI,QAAQnE,gBAAgB+D;IAC9B,MAAMK,UAA2B,EAAE;IACnC,KAAK,MAAMC,OAAOL,KAAM;YACDK,YAgBKA;QAhB1B,MAAMC,QAAQzC,QAAOwC,aAAAA,GAAG,CAAC,QAAQ,YAAZA,aAAgB,IAAItC,WAAW;QACpD,MAAMwC,OAAOzE,mBACXuE,KACA,OAAOJ,YAAY,aAAaA,QAAQI,OAAOJ;QAEjD,MAAMO,YAAYzE,cAAcwE;QAChC,MAAME,SAASC,MAAMC,OAAO,CAACN,GAAG,CAAC,aAAa,IAC1C,AAACA,GAAG,CAAC,aAAa,CAAeO,GAAG,CAAC/C,UACrC,EAAE;QACN,MAAMgD,UACJ,CAACpC,OACD6B,MAAMQ,UAAU,CAACrC,QACjB+B,UAAUM,UAAU,CAACrC,QACrB+B,UAAUO,QAAQ,CAAC,CAAC,CAAC,EAAEtC,KAAK,KAC3B0B,CAAAA,QAAQM,OAAOM,QAAQ,CAACZ,SAAS,KAAI;QACxC,IAAI,CAACU,SAAS;QACdT,QAAQzB,IAAI,CAAC;YAAE1B,IAAIY,QAAOwC,WAAAA,GAAG,CAAC,MAAM,YAAVA,WAAc;YAAKE;YAAMD;QAAM;QACzD,IAAIF,QAAQY,MAAM,IAAId,KAAK;IAC7B;IACA,OAAOE;AACT"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/deal-form-model.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * The deal drawer's values and the documents they become (AGL-2598), as pure\n * functions — the drawer holds strings the way inputs do, and this module is\n * the one place those strings turn into the typed fields a `CrmDeal` stores.\n * Kept out of the component so the translation can be tested without a\n * Firestore or a DOM, and so the contact card and the company card, which\n * open the same drawer with a link preselected, build a deal the same way.\n */\n\nimport {\n  contactDisplayName,\n  type CrmDeal,\n  type CrmDealStage,\n  type CrmForecastCategory,\n  type CrmPicklist,\n  crmPicklistDefaultLabel,\n  DEAL_NEXT_STEP_MAX,\n  dealContactRolesOf,\n  dealContactRolesWithPrimary,\n  dealStageForecastCategory,\n  isCrmForecastCategory,\n  judgeCrmPicklistValue,\n  nameSearchKey,\n  nameSearchToken,\n  readDealProbability,\n} from '@aglyn/aglyn'\nimport {\n  amountInputValue,\n  dateInputMs,\n  dateInputValue,\n  DEFAULT_DEAL_CURRENCY,\n  type DealDoc,\n  openStages,\n  parseAmountInput,\n  type PipelineDoc,\n} from './deal-board-model'\n\n/** What the drawer edits — strings as the inputs hold them. */\nexport interface DealFormValues {\n  title: string\n  pipelineId: string\n  stageId: string\n  /** As typed: `1,250.00`; parsed at save. */\n  amount: string\n  currency: string\n  /** `YYYY-MM-DD` from a date input, or empty. */\n  expectedClose: string\n  ownerUid: string\n  contactId: string\n  contactName: string\n  companyId: string\n  companyName: string\n  notes: string\n  /*\n   * Salesforce's Opportunity fields (AGL-3516).\n   */\n  /** The `opportunityType` label, or empty. */\n  type: string\n  /** The `leadSource` label, or empty. */\n  leadSource: string\n  nextStep: string\n  /** The override as typed, `35`; empty means the stage's. */\n  probability: string\n  /** Empty means the stage's — what a save stamps when nobody picked one. */\n  forecastCategory: '' | CrmForecastCategory\n  /** One of the org's campaigns, or empty. */\n  campaignId: string\n}\n\nexport const DEAL_TITLE_MAX = 120\nexport const DEAL_NOTES_MAX = 4000\n\n/**\n * A blank form aimed at a pipeline's first open stage.\n *\n * `defaults` is how a contact's page or a company's page starts a deal\n * already linked to itself: the caller passes the ids and names it knows and\n * the drawer opens with those fields filled. Anything it does not pass stays\n * blank rather than being guessed.\n */\nexport function emptyDealForm(\n  pipeline: Pick<PipelineDoc, '$id' | 'stages'> | null | undefined,\n  defaults: Partial<DealFormValues> = {},\n): DealFormValues {\n  const firstOpen = openStages(pipeline)[0]\n  return {\n    title: '',\n    pipelineId: pipeline?.$id ?? '',\n    stageId: firstOpen?.id ?? '',\n    amount: '',\n    currency: DEFAULT_DEAL_CURRENCY,\n    expectedClose: '',\n    ownerUid: '',\n    contactId: '',\n    contactName: '',\n    companyId: '',\n    companyName: '',\n    notes: '',\n    type: '',\n    leadSource: '',\n    nextStep: '',\n    probability: '',\n    forecastCategory: '',\n    campaignId: '',\n    ...defaults,\n  }\n}\n\n/** The form an existing deal opens as. */\nexport function dealFormFromDoc(deal: DealDoc): DealFormValues {\n  return {\n    title: String(deal.title ?? ''),\n    pipelineId: String(deal.pipelineId ?? ''),\n    stageId: String(deal.stageId ?? ''),\n    amount: amountInputValue(deal.amountCents),\n    currency: String(deal.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),\n    expectedClose: dateInputValue(deal.expectedCloseAtMs),\n    ownerUid: String(deal.ownerUid ?? ''),\n    contactId: String(deal.contactId ?? ''),\n    contactName: String(deal.contactName ?? ''),\n    companyId: String(deal.companyId ?? ''),\n    companyName: String(deal.companyName ?? ''),\n    notes: String(deal.notes ?? ''),\n    type: String(deal.type ?? ''),\n    leadSource: String(deal.leadSource ?? ''),\n    nextStep: String(deal.nextStep ?? ''),\n    probability: typeof deal.probability === 'number' ? String(deal.probability) : '',\n    forecastCategory: isCrmForecastCategory(deal.forecastCategory) ? deal.forecastCategory : '',\n    campaignId: String(deal.campaignId ?? ''),\n  }\n}\n\n/**\n * Why the form cannot be saved, or `null` when it can.\n *\n * A title is the one thing a deal needs — a card with no title is a card\n * nobody can find on the board. The amount is optional but, if typed, has to\n * parse: a deal saved with an amount the merchant typed and the model dropped\n * would forecast at zero without saying so. The stage is only checked on a\n * new deal, because an existing deal's stage is moved by the stage route and\n * is not this form's to write.\n */\nexport function dealFormProblem(\n  values: DealFormValues,\n  mode: 'create' | 'edit',\n): string | null {\n  if (!values.title.trim()) return 'A deal needs a title.'\n  if (values.amount.trim() && parseAmountInput(values.amount) === null) {\n    return 'The amount has to be a number of zero or more.'\n  }\n  if (values.expectedClose.trim() && dateInputMs(values.expectedClose) === null) {\n    return 'The expected close has to be a date.'\n  }\n  if (readDealProbability(values.probability) === undefined) {\n    return 'The probability has to be a whole number from 0 to 100.'\n  }\n  if (mode === 'create' && (!values.pipelineId || !values.stageId)) {\n    return 'Pick the stage the deal starts in.'\n  }\n  return null\n}\n\n/** What every deal write stamps besides the fields the form edits. */\nexport interface DealWriteContext {\n  visibleTo: string[]\n  hostId: string\n  uid: string\n  nowMs: number\n  /**\n   * The stage the deal is in, whose forecast category a form left on\n   * \"from the stage\" stamps (AGL-3516). Absent, the field is left unset and\n   * every reader derives it from the stage.\n   */\n  stage?: Pick<CrmDealStage, 'kind' | 'forecastCategory'> | null\n}\n\n/**\n * The form's two picklist fields judged against the org's lists (AGL-3516),\n * the way every server door judges them: an active value is stored as the\n * list spells it, a blank clears, the deal's own current value is kept, and\n * anything else is refused naming what the list allows. A NEW deal with no\n * Type takes the list's default, as Salesforce's does; the lead source is\n * never defaulted — it records where a deal came from.\n */\nexport function judgeDealFormPicklists(\n  values: DealFormValues,\n  lists: { type: CrmPicklist; leadSource: CrmPicklist },\n  options: { current?: Partial<Pick<CrmDeal, 'type' | 'leadSource'>> | null; created: boolean },\n): { ok: true; values: DealFormValues } | { ok: false; error: string } {\n  const typed = values.type.trim() || (options.created ? (crmPicklistDefaultLabel(lists.type) ?? '') : '')\n  const type = judgeCrmPicklistValue('opportunityType', lists.type, typed, options.current?.type)\n  if (type.ok === false) return type\n  const leadSource = judgeCrmPicklistValue(\n    'leadSource',\n    lists.leadSource,\n    values.leadSource,\n    options.current?.leadSource,\n  )\n  if (leadSource.ok === false) return leadSource\n  return {\n    ok: true,\n    values: { ...values, type: type.value ?? '', leadSource: leadSource.value ?? '' },\n  }\n}\n\n/** The forecast category a save stamps: the form's, else the stage's, else none. */\nfunction forecastCategoryFor(\n  values: Pick<DealFormValues, 'forecastCategory'>,\n  stage: DealWriteContext['stage'],\n): CrmForecastCategory | null {\n  if (isCrmForecastCategory(values.forecastCategory)) return values.forecastCategory\n  return stage ? dealStageForecastCategory(stage) : null\n}\n\n/**\n * The optional fields, as the values to SET and the keys to CLEAR.\n *\n * Split rather than written as `null` because a deal's optional ids are\n * typed as absent-or-string, and the indexes on `contactId` and `companyId`\n * are what the contact and company pages query — a `null` there would be a\n * row those pages cannot see and a filter on \"no contact\" could not find\n * either. On a create the cleared keys are simply not written; on an edit\n * the component turns them into field deletes.\n */\nfunction optionalFields(values: DealFormValues): {\n  set: Record<string, string | number>\n  clear: string[]\n} {\n  const set: Record<string, string | number> = {}\n  const clear: string[] = []\n  const put = (key: string, value: string | number | null) => {\n    if (value === null || value === '') clear.push(key)\n    else set[key] = value\n  }\n  put('amountCents', parseAmountInput(values.amount))\n  put('expectedCloseAtMs', dateInputMs(values.expectedClose))\n  put('ownerUid', values.ownerUid.trim())\n  put('contactId', values.contactId.trim())\n  put('contactName', values.contactId.trim() ? values.contactName.trim() : '')\n  put('companyId', values.companyId.trim())\n  put('companyName', values.companyId.trim() ? values.companyName.trim() : '')\n  put('notes', values.notes.trim().slice(0, DEAL_NOTES_MAX))\n  put('type', values.type.trim())\n  put('leadSource', values.leadSource.trim())\n  put('nextStep', values.nextStep.trim().replace(/\\s+/g, ' ').slice(0, DEAL_NEXT_STEP_MAX))\n  put('probability', readDealProbability(values.probability) ?? null)\n  put('campaignId', values.campaignId.trim())\n  return { set, clear }\n}\n\n/**\n * The document a new deal is created as. Open, in the chosen stage, with\n * the stage clock started now so \"days in stage\" counts from creation.\n */\nexport function dealDocumentFromForm(\n  values: DealFormValues,\n  context: DealWriteContext,\n): Record<string, unknown> {\n  const title = values.title.trim().slice(0, DEAL_TITLE_MAX)\n  const { set } = optionalFields(values)\n  const forecastCategory = forecastCategoryFor(values, context.stage)\n  const contactId = values.contactId.trim()\n  return {\n    title,\n    titleLower: nameSearchKey(title),\n    pipelineId: values.pipelineId,\n    stageId: values.stageId,\n    status: 'open' satisfies CrmDeal['status'],\n    // The contact picked is the deal's Primary contact role (AGL-3521).\n    ...(contactId ? { contactRoles: [{ contactId, primary: true }] } : {}),\n    currency: String(values.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),\n    stageChangedAtMs: context.nowMs,\n    ...(forecastCategory ? { forecastCategory } : {}),\n    ...set,\n    visibleTo: context.visibleTo,\n    hostId: context.hostId,\n    createdByUid: context.uid,\n    createdAt: new Date(context.nowMs),\n    updatedAt: new Date(context.nowMs),\n  }\n}\n\n/**\n * The patch an edit writes. Never the stage, the status or the scope: the\n * stage goes through the server route so the automations hear it, and the\n * scope is changed only by an org-wide member on purpose.\n *\n * Nor the amount or the currency of a deal whose amount is DERIVED\n * (`amountDerived`, AGL-2620): with line items on the deal the amount is\n * their sum and the currency is theirs, both owned by the products card. The\n * form shows them read-only, and a patch that re-wrote the number it was\n * seeded with would overwrite a line added from another tab meanwhile.\n */\nexport function dealPatchFromForm(\n  values: DealFormValues,\n  nowMs: number,\n  options: {\n    amountDerived?: boolean\n    stage?: DealWriteContext['stage']\n    /**\n     * The deal as stored, whose contact roles a changed contact moves\n     * (AGL-3521): the contact picked becomes the Primary — added with no\n     * role when the deal did not name them — and a cleared contact leaves\n     * the deal with no Primary. An unchanged contact writes no roles, so a\n     * role edited on the deal's page meanwhile is not overwritten.\n     */\n    current?: Pick<CrmDeal, 'contactId' | 'contactRoles'> | null\n  } = {},\n): { set: Record<string, unknown>; clear: string[] } {\n  const title = values.title.trim().slice(0, DEAL_TITLE_MAX)\n  const optional = optionalFields(values)\n  const set: Record<string, unknown> = optional.set\n  const { clear } = optional\n  const contactId = values.contactId.trim()\n  if (options.current && contactId !== (options.current.contactId ?? '')) {\n    set['contactRoles'] = dealContactRolesWithPrimary(dealContactRolesOf(options.current), contactId || null)\n  }\n  // The category picked, else the stage's again; with neither, the field\n  // goes and every reader derives it from the stage.\n  const forecastCategory = forecastCategoryFor(values, options.stage)\n  if (forecastCategory) set['forecastCategory'] = forecastCategory\n  else clear.push('forecastCategory')\n  if (options.amountDerived) {\n    delete set['amountCents']\n    return {\n      set: { title, titleLower: nameSearchKey(title), ...set, updatedAt: new Date(nowMs) },\n      clear: clear.filter((key) => key !== 'amountCents'),\n    }\n  }\n  return {\n    set: {\n      title,\n      titleLower: nameSearchKey(title),\n      currency: String(values.currency || DEFAULT_DEAL_CURRENCY).toLowerCase(),\n      ...set,\n      updatedAt: new Date(nowMs),\n    },\n    clear,\n  }\n}\n\n/** A contact as the picker offers it. */\nexport interface ContactChoice {\n  id: string\n  name: string\n  email: string\n}\n\n/**\n * The contacts a typed query matches, from a window of recent contact rows,\n * in the list's own grammar.\n *\n * In memory rather than by query because the contacts collection has no\n * composite index over `visibleTo` with `nameLower` or `email`, and a\n * scoped list can carry only one array clause — so the picker reads the\n * newest rows the viewer may see (bounded, ordered) and matches here. The\n * match is what the list's search does: the normalized query as a prefix of\n * the email, or as a prefix of any word of the name (`nameTokens` holds\n * every word prefix a write produced; `nameLower` covers rows written before\n * the tokens existed). The holder's own name for the person wins over the\n * canonical one, as everywhere else.\n */\nexport function contactChoicesFor(\n  queryText: string,\n  rows: readonly Record<string, unknown>[],\n  /**\n   * The holder each row is named through: one group for every row under a\n   * site, or a resolver per row at the organization level (AGL-2630), where\n   * each contact reads through its own primary holder.\n   */\n  groupId: string | ((row: Record<string, unknown>) => string),\n  max = 8,\n): ContactChoice[] {\n  const key = nameSearchKey(queryText)\n  const token = nameSearchToken(queryText)\n  const choices: ContactChoice[] = []\n  for (const row of rows) {\n    const email = String(row['email'] ?? '').toLowerCase()\n    const name = contactDisplayName(\n      row,\n      typeof groupId === 'function' ? groupId(row) : groupId,\n    )\n    const nameLower = nameSearchKey(name)\n    const tokens = Array.isArray(row['nameTokens'])\n      ? (row['nameTokens'] as unknown[]).map(String)\n      : []\n    const matches =\n      !key ||\n      email.startsWith(key) ||\n      nameLower.startsWith(key) ||\n      nameLower.includes(` ${key}`) ||\n      (token ? tokens.includes(token) : false)\n    if (!matches) continue\n    choices.push({ id: String(row['$id'] ?? ''), name, email })\n    if (choices.length >= max) break\n  }\n  return choices\n}\n"],"names":["contactDisplayName","crmPicklistDefaultLabel","DEAL_NEXT_STEP_MAX","dealContactRolesOf","dealContactRolesWithPrimary","dealStageForecastCategory","isCrmForecastCategory","judgeCrmPicklistValue","nameSearchKey","nameSearchToken","readDealProbability","amountInputValue","dateInputMs","dateInputValue","DEFAULT_DEAL_CURRENCY","openStages","parseAmountInput","DEAL_TITLE_MAX","DEAL_NOTES_MAX","emptyDealForm","pipeline","defaults","firstOpen","title","pipelineId","$id","stageId","id","amount","currency","expectedClose","ownerUid","contactId","contactName","companyId","companyName","notes","type","leadSource","nextStep","probability","forecastCategory","campaignId","dealFormFromDoc","deal","String","amountCents","toLowerCase","expectedCloseAtMs","dealFormProblem","values","mode","trim","undefined","judgeDealFormPicklists","lists","options","typed","created","current","ok","value","forecastCategoryFor","stage","optionalFields","set","clear","put","key","push","slice","replace","dealDocumentFromForm","context","titleLower","status","contactRoles","primary","stageChangedAtMs","nowMs","visibleTo","hostId","createdByUid","uid","createdAt","Date","updatedAt","dealPatchFromForm","optional","amountDerived","filter","contactChoicesFor","queryText","rows","groupId","max","token","choices","row","email","name","nameLower","tokens","Array","isArray","map","matches","startsWith","includes","length"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;CAOC,GAED,SACEA,kBAAkB,EAKlBC,uBAAuB,EACvBC,kBAAkB,EAClBC,kBAAkB,EAClBC,2BAA2B,EAC3BC,yBAAyB,EACzBC,qBAAqB,EACrBC,qBAAqB,EACrBC,aAAa,EACbC,eAAe,EACfC,mBAAmB,QACd,eAAc;AACrB,SACEC,gBAAgB,EAChBC,WAAW,EACXC,cAAc,EACdC,qBAAqB,EAErBC,UAAU,EACVC,gBAAgB,QAEX,wBAAoB;AAkC3B,OAAO,MAAMC,iBAAiB,IAAG;AACjC,OAAO,MAAMC,iBAAiB,KAAI;AAElC;;;;;;;CAOC,GACD,OAAO,SAASC,cACdC,QAAgE,EAChEC,WAAoC,CAAC,CAAC;;IAEtC,MAAMC,YAAYP,WAAWK,SAAS,CAAC,EAAE;IACzC,OAAO;QACLG,OAAO;QACPC,UAAU,UAAEJ,4BAAAA,SAAUK,GAAG,mBAAI;QAC7BC,OAAO,WAAEJ,6BAAAA,UAAWK,EAAE,oBAAI;QAC1BC,QAAQ;QACRC,UAAUf;QACVgB,eAAe;QACfC,UAAU;QACVC,WAAW;QACXC,aAAa;QACbC,WAAW;QACXC,aAAa;QACbC,OAAO;QACPC,MAAM;QACNC,YAAY;QACZC,UAAU;QACVC,aAAa;QACbC,kBAAkB;QAClBC,YAAY;OACTrB;AAEP;AAEA,wCAAwC,GACxC,OAAO,SAASsB,gBAAgBC,IAAa;QAE3BA,aACKA,kBACHA,eAICA,gBACCA,iBACEA,mBACFA,iBACEA,mBACNA,aACDA,YACMA,kBACFA,gBAGEA;IAlBrB,OAAO;QACLrB,OAAOsB,QAAOD,cAAAA,KAAKrB,KAAK,YAAVqB,cAAc;QAC5BpB,YAAYqB,QAAOD,mBAAAA,KAAKpB,UAAU,YAAfoB,mBAAmB;QACtClB,SAASmB,QAAOD,gBAAAA,KAAKlB,OAAO,YAAZkB,gBAAgB;QAChChB,QAAQjB,iBAAiBiC,KAAKE,WAAW;QACzCjB,UAAUgB,OAAOD,KAAKf,QAAQ,IAAIf,uBAAuBiC,WAAW;QACpEjB,eAAejB,eAAe+B,KAAKI,iBAAiB;QACpDjB,UAAUc,QAAOD,iBAAAA,KAAKb,QAAQ,YAAba,iBAAiB;QAClCZ,WAAWa,QAAOD,kBAAAA,KAAKZ,SAAS,YAAdY,kBAAkB;QACpCX,aAAaY,QAAOD,oBAAAA,KAAKX,WAAW,YAAhBW,oBAAoB;QACxCV,WAAWW,QAAOD,kBAAAA,KAAKV,SAAS,YAAdU,kBAAkB;QACpCT,aAAaU,QAAOD,oBAAAA,KAAKT,WAAW,YAAhBS,oBAAoB;QACxCR,OAAOS,QAAOD,cAAAA,KAAKR,KAAK,YAAVQ,cAAc;QAC5BP,MAAMQ,QAAOD,aAAAA,KAAKP,IAAI,YAATO,aAAa;QAC1BN,YAAYO,QAAOD,mBAAAA,KAAKN,UAAU,YAAfM,mBAAmB;QACtCL,UAAUM,QAAOD,iBAAAA,KAAKL,QAAQ,YAAbK,iBAAiB;QAClCJ,aAAa,OAAOI,KAAKJ,WAAW,KAAK,WAAWK,OAAOD,KAAKJ,WAAW,IAAI;QAC/EC,kBAAkBnC,sBAAsBsC,KAAKH,gBAAgB,IAAIG,KAAKH,gBAAgB,GAAG;QACzFC,YAAYG,QAAOD,mBAAAA,KAAKF,UAAU,YAAfE,mBAAmB;IACxC;AACF;AAEA;;;;;;;;;CASC,GACD,OAAO,SAASK,gBACdC,MAAsB,EACtBC,IAAuB;IAEvB,IAAI,CAACD,OAAO3B,KAAK,CAAC6B,IAAI,IAAI,OAAO;IACjC,IAAIF,OAAOtB,MAAM,CAACwB,IAAI,MAAMpC,iBAAiBkC,OAAOtB,MAAM,MAAM,MAAM;QACpE,OAAO;IACT;IACA,IAAIsB,OAAOpB,aAAa,CAACsB,IAAI,MAAMxC,YAAYsC,OAAOpB,aAAa,MAAM,MAAM;QAC7E,OAAO;IACT;IACA,IAAIpB,oBAAoBwC,OAAOV,WAAW,MAAMa,WAAW;QACzD,OAAO;IACT;IACA,IAAIF,SAAS,YAAa,CAAA,CAACD,OAAO1B,UAAU,IAAI,CAAC0B,OAAOxB,OAAO,AAAD,GAAI;QAChE,OAAO;IACT;IACA,OAAO;AACT;AAgBA;;;;;;;CAOC,GACD,OAAO,SAAS4B,uBACdJ,MAAsB,EACtBK,KAAqD,EACrDC,OAA6F;QAErCvD,0BAY3BoC,aAA8BC;QAXckB,kBAMvEA;IAPF,MAAMC,QAAQP,OAAOb,IAAI,CAACe,IAAI,MAAOI,CAAAA,QAAQE,OAAO,IAAIzD,2BAAAA,wBAAwBsD,MAAMlB,IAAI,aAAlCpC,2BAAuC,KAAM,EAAC;IACtG,MAAMoC,OAAO9B,sBAAsB,mBAAmBgD,MAAMlB,IAAI,EAAEoB,QAAOD,mBAAAA,QAAQG,OAAO,qBAAfH,iBAAiBnB,IAAI;IAC9F,IAAIA,KAAKuB,EAAE,KAAK,OAAO,OAAOvB;IAC9B,MAAMC,aAAa/B,sBACjB,cACAgD,MAAMjB,UAAU,EAChBY,OAAOZ,UAAU,GACjBkB,oBAAAA,QAAQG,OAAO,qBAAfH,kBAAiBlB,UAAU;IAE7B,IAAIA,WAAWsB,EAAE,KAAK,OAAO,OAAOtB;IACpC,OAAO;QACLsB,IAAI;QACJV,QAAQ,aAAKA;YAAQb,IAAI,GAAEA,cAAAA,KAAKwB,KAAK,YAAVxB,cAAc;YAAIC,UAAU,GAAEA,oBAAAA,WAAWuB,KAAK,YAAhBvB,oBAAoB;;IAC/E;AACF;AAEA,kFAAkF,GAClF,SAASwB,oBACPZ,MAAgD,EAChDa,KAAgC;IAEhC,IAAIzD,sBAAsB4C,OAAOT,gBAAgB,GAAG,OAAOS,OAAOT,gBAAgB;IAClF,OAAOsB,QAAQ1D,0BAA0B0D,SAAS;AACpD;AAEA;;;;;;;;;CASC,GACD,SAASC,eAAed,MAAsB;QAqBzBxC;IAjBnB,MAAMuD,MAAuC,CAAC;IAC9C,MAAMC,QAAkB,EAAE;IAC1B,MAAMC,MAAM,CAACC,KAAaP;QACxB,IAAIA,UAAU,QAAQA,UAAU,IAAIK,MAAMG,IAAI,CAACD;aAC1CH,GAAG,CAACG,IAAI,GAAGP;IAClB;IACAM,IAAI,eAAenD,iBAAiBkC,OAAOtB,MAAM;IACjDuC,IAAI,qBAAqBvD,YAAYsC,OAAOpB,aAAa;IACzDqC,IAAI,YAAYjB,OAAOnB,QAAQ,CAACqB,IAAI;IACpCe,IAAI,aAAajB,OAAOlB,SAAS,CAACoB,IAAI;IACtCe,IAAI,eAAejB,OAAOlB,SAAS,CAACoB,IAAI,KAAKF,OAAOjB,WAAW,CAACmB,IAAI,KAAK;IACzEe,IAAI,aAAajB,OAAOhB,SAAS,CAACkB,IAAI;IACtCe,IAAI,eAAejB,OAAOhB,SAAS,CAACkB,IAAI,KAAKF,OAAOf,WAAW,CAACiB,IAAI,KAAK;IACzEe,IAAI,SAASjB,OAAOd,KAAK,CAACgB,IAAI,GAAGkB,KAAK,CAAC,GAAGpD;IAC1CiD,IAAI,QAAQjB,OAAOb,IAAI,CAACe,IAAI;IAC5Be,IAAI,cAAcjB,OAAOZ,UAAU,CAACc,IAAI;IACxCe,IAAI,YAAYjB,OAAOX,QAAQ,CAACa,IAAI,GAAGmB,OAAO,CAAC,QAAQ,KAAKD,KAAK,CAAC,GAAGpE;IACrEiE,IAAI,gBAAezD,uBAAAA,oBAAoBwC,OAAOV,WAAW,aAAtC9B,uBAA2C;IAC9DyD,IAAI,cAAcjB,OAAOR,UAAU,CAACU,IAAI;IACxC,OAAO;QAAEa;QAAKC;IAAM;AACtB;AAEA;;;CAGC,GACD,OAAO,SAASM,qBACdtB,MAAsB,EACtBuB,OAAyB;IAEzB,MAAMlD,QAAQ2B,OAAO3B,KAAK,CAAC6B,IAAI,GAAGkB,KAAK,CAAC,GAAGrD;IAC3C,MAAM,EAAEgD,GAAG,EAAE,GAAGD,eAAed;IAC/B,MAAMT,mBAAmBqB,oBAAoBZ,QAAQuB,QAAQV,KAAK;IAClE,MAAM/B,YAAYkB,OAAOlB,SAAS,CAACoB,IAAI;IACvC,OAAO;QACL7B;QACAmD,YAAYlE,cAAce;QAC1BC,YAAY0B,OAAO1B,UAAU;QAC7BE,SAASwB,OAAOxB,OAAO;QACvBiD,QAAQ;OAEJ3C,YAAY;QAAE4C,cAAc;YAAC;gBAAE5C;gBAAW6C,SAAS;YAAK;SAAE;IAAC,IAAI,CAAC;QACpEhD,UAAUgB,OAAOK,OAAOrB,QAAQ,IAAIf,uBAAuBiC,WAAW;QACtE+B,kBAAkBL,QAAQM,KAAK;OAC3BtC,mBAAmB;QAAEA;IAAiB,IAAI,CAAC,GAC5CwB;QACHe,WAAWP,QAAQO,SAAS;QAC5BC,QAAQR,QAAQQ,MAAM;QACtBC,cAAcT,QAAQU,GAAG;QACzBC,WAAW,IAAIC,KAAKZ,QAAQM,KAAK;QACjCO,WAAW,IAAID,KAAKZ,QAAQM,KAAK;;AAErC;AAEA;;;;;;;;;;CAUC,GACD,OAAO,SAASQ,kBACdrC,MAAsB,EACtB6B,KAAa,EACbvB,UAWI,CAAC,CAAC;QAOgCA;IALtC,MAAMjC,QAAQ2B,OAAO3B,KAAK,CAAC6B,IAAI,GAAGkB,KAAK,CAAC,GAAGrD;IAC3C,MAAMuE,WAAWxB,eAAed;IAChC,MAAMe,MAA+BuB,SAASvB,GAAG;IACjD,MAAM,EAAEC,KAAK,EAAE,GAAGsB;IAClB,MAAMxD,YAAYkB,OAAOlB,SAAS,CAACoB,IAAI;IACvC,IAAII,QAAQG,OAAO,IAAI3B,gBAAewB,6BAAAA,QAAQG,OAAO,CAAC3B,SAAS,YAAzBwB,6BAA6B,KAAK;QACtES,GAAG,CAAC,eAAe,GAAG7D,4BAA4BD,mBAAmBqD,QAAQG,OAAO,GAAG3B,aAAa;IACtG;IACA,uEAAuE;IACvE,mDAAmD;IACnD,MAAMS,mBAAmBqB,oBAAoBZ,QAAQM,QAAQO,KAAK;IAClE,IAAItB,kBAAkBwB,GAAG,CAAC,mBAAmB,GAAGxB;SAC3CyB,MAAMG,IAAI,CAAC;IAChB,IAAIb,QAAQiC,aAAa,EAAE;QACzB,OAAOxB,GAAG,CAAC,cAAc;QACzB,OAAO;YACLA,KAAK;gBAAE1C;gBAAOmD,YAAYlE,cAAce;eAAW0C;gBAAKqB,WAAW,IAAID,KAAKN;;YAC5Eb,OAAOA,MAAMwB,MAAM,CAAC,CAACtB,MAAQA,QAAQ;QACvC;IACF;IACA,OAAO;QACLH,KAAK;YACH1C;YACAmD,YAAYlE,cAAce;YAC1BM,UAAUgB,OAAOK,OAAOrB,QAAQ,IAAIf,uBAAuBiC,WAAW;WACnEkB;YACHqB,WAAW,IAAID,KAAKN;;QAEtBb;IACF;AACF;AASA;;;;;;;;;;;;;CAaC,GACD,OAAO,SAASyB,kBACdC,SAAiB,EACjBC,IAAwC,EACxC;;;;GAIC,GACDC,OAA4D,EAC5DC,MAAM,CAAC;IAEP,MAAM3B,MAAM5D,cAAcoF;IAC1B,MAAMI,QAAQvF,gBAAgBmF;IAC9B,MAAMK,UAA2B,EAAE;IACnC,KAAK,MAAMC,OAAOL,KAAM;YACDK,YAgBKA;QAhB1B,MAAMC,QAAQtD,QAAOqD,aAAAA,GAAG,CAAC,QAAQ,YAAZA,aAAgB,IAAInD,WAAW;QACpD,MAAMqD,OAAOpG,mBACXkG,KACA,OAAOJ,YAAY,aAAaA,QAAQI,OAAOJ;QAEjD,MAAMO,YAAY7F,cAAc4F;QAChC,MAAME,SAASC,MAAMC,OAAO,CAACN,GAAG,CAAC,aAAa,IAC1C,AAACA,GAAG,CAAC,aAAa,CAAeO,GAAG,CAAC5D,UACrC,EAAE;QACN,MAAM6D,UACJ,CAACtC,OACD+B,MAAMQ,UAAU,CAACvC,QACjBiC,UAAUM,UAAU,CAACvC,QACrBiC,UAAUO,QAAQ,CAAC,CAAC,CAAC,EAAExC,KAAK,KAC3B4B,CAAAA,QAAQM,OAAOM,QAAQ,CAACZ,SAAS,KAAI;QACxC,IAAI,CAACU,SAAS;QACdT,QAAQ5B,IAAI,CAAC;YAAE1C,IAAIkB,QAAOqD,WAAAA,GAAG,CAAC,MAAM,YAAVA,WAAc;YAAKE;YAAMD;QAAM;QACzD,IAAIF,QAAQY,MAAM,IAAId,KAAK;IAC7B;IACA,OAAOE;AACT"}

package/src/lib/model/download-text-file.d.ts

@@ -0,0 +1,23 @@
+/**
+ * @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.
+ */
+/**
+ * Hand the browser a file to save.
+ *
+ * It touches `URL.createObjectURL` and `document`, so it belongs to the
+ * browser and never to a module a server route imports.
+ */
+export declare function downloadTextFile(name: string, mime: string, text: string): void;

package/src/lib/model/download-text-file.js

@@ -0,0 +1,34 @@
+/**
+ * @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.
+ */ /**
+ * Hand the browser a file to save.
+ *
+ * It touches `URL.createObjectURL` and `document`, so it belongs to the
+ * browser and never to a module a server route imports.
+ */ export function downloadTextFile(name, mime, text) {
+    const url = URL.createObjectURL(new Blob([
+        text
+    ], {
+        type: mime
+    }));
+    const anchor = document.createElement('a');
+    anchor.href = url;
+    anchor.download = name;
+    anchor.click();
+    URL.revokeObjectURL(url);
+}
+
+//# sourceMappingURL=download-text-file.js.map

package/src/lib/model/download-text-file.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/download-text-file.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 * Hand the browser a file to save.\n *\n * It touches `URL.createObjectURL` and `document`, so it belongs to the\n * browser and never to a module a server route imports.\n */\nexport function downloadTextFile(name: string, mime: string, text: string): void {\n  const url = URL.createObjectURL(new Blob([text], { type: mime }))\n  const anchor = document.createElement('a')\n  anchor.href = url\n  anchor.download = name\n  anchor.click()\n  URL.revokeObjectURL(url)\n}\n"],"names":["downloadTextFile","name","mime","text","url","URL","createObjectURL","Blob","type","anchor","document","createElement","href","download","click","revokeObjectURL"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;CAKC,GACD,OAAO,SAASA,iBAAiBC,IAAY,EAAEC,IAAY,EAAEC,IAAY;IACvE,MAAMC,MAAMC,IAAIC,eAAe,CAAC,IAAIC,KAAK;QAACJ;KAAK,EAAE;QAAEK,MAAMN;IAAK;IAC9D,MAAMO,SAASC,SAASC,aAAa,CAAC;IACtCF,OAAOG,IAAI,GAAGR;IACdK,OAAOI,QAAQ,GAAGZ;IAClBQ,OAAOK,KAAK;IACZT,IAAIU,eAAe,CAACX;AACtB"}

package/src/lib/model/lead-filters.d.ts

@@ -14,11 +14,11 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import { type EmailStateStatus, type CrmLeadStatus } from '@aglyn/aglyn';
+import { type EmailStateStatus, type CrmLeadStatus, type CrmPicklist } from '@aglyn/aglyn';
 import type { CrmViewFilterClause } from '@aglyn/aglyn';
 import type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter';
 import { type ListGridFilterCodec } from '@aglyn/shared-ui-jsx/const/list-grid-filter';
-import type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan';
+import { type ListQueryDeclaration, type ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan';
 import { type CrmClauseAsked } from './crm-list-query';
 /**
  * What the Leads section's `Show` control offers (AGL-2608): the two
@@ -49,6 +49,20 @@ export declare const LEAD_EMAIL_FILTER_LABELS: Record<LeadEmailFilter, string>;
 export declare const LEAD_SOURCE_FILTER_NONE = "\0none";
 /** The fields the grid's panel offers on Leads. */
 export declare const LEAD_LIST_FILTER_FIELDS: readonly ListFilterField[];
+/**
+ * The lead picklist columns the list filters by (AGL-3513), each with the
+ * list its choices come from: a choice's value is the KEY the query
+ * compares, its caption the label.
+ */
+export declare const LEAD_PICKLIST_FILTERS: readonly [{
+    readonly column: "industry";
+    readonly picklistId: "industry";
+    readonly header: "Industry";
+}, {
+    readonly column: "rating";
+    readonly picklistId: "rating";
+    readonly header: "Rating";
+}];
 /** What each filter field reads as on a chip. */
 export declare const LEAD_LIST_FILTER_HEADERS: Readonly<Record<string, string>>;
 /** The choices for Status: Open (new, nurturing or working) and each status on its own. */
@@ -61,6 +75,21 @@ export declare const LEAD_EMAIL_FILTER_OPTIONS: {
     value: "none" | "ok" | "bounced" | "complained" | "blocked" | "undeliverable" | "unsubscribed" | "do_not_contact" | "problem";
     label: string;
 }[];
+/** The choices for Lead source direction: each group of the Lead source picklist. */
+export declare const LEAD_SOURCE_DIRECTION_FILTER_OPTIONS: {
+    value: import("./lead-source-direction").LeadSourceDirection;
+    label: string;
+}[];
+/**
+ * The Status choices as an org reads them (AGL-3512): still one choice per
+ * MEANING — the query asks `status` — each named by the org's values of that
+ * meaning, so a list that keeps "Contacted" and "Meeting set" as Working
+ * reads "Working: Contacted, Meeting set".
+ */
+export declare function leadStatusFilterOptions(picklist: CrmPicklist): Array<{
+    value: string;
+    label: string;
+}>;
 /**
  * The clauses the grid shows for a view's stored ones. A stored list with
  * no status clause is Open, which the list opened on before views existed,
@@ -105,6 +134,11 @@ export interface LeadQueryReader {
     scopeTokens: readonly string[] | null;
     /** Whether the reader may run a query without the scope clause (`useCrmFoldsScope`). */
     foldsScope: boolean;
+    /**
+     * The org's Lead source list, which a direction is expanded through;
+     * the standard values alone while it has not been read.
+     */
+    leadSources?: CrmPicklist;
 }
 /**
  * One grid clause as the clause the Leads query asks — see the block above.

package/src/lib/model/lead-filters.js

@@ -14,10 +14,12 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * 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 { EMAIL_STATE_LABELS, EMAIL_STATE_STATUSES, CRM_LEAD_STATUS_LABELS, CRM_LEAD_OPEN_STATUSES, CRM_LEAD_SCOPED_CAMPAIGNS_FIELD, CRM_LEAD_STATUSES, crmLeadSourceKey } from "@aglyn/aglyn";
+ */ import { EMAIL_STATE_LABELS, EMAIL_STATE_STATUSES, CRM_LEAD_STATUS_LABELS, CRM_LEAD_OPEN_STATUSES, CRM_LEAD_SCOPED_CAMPAIGNS_FIELD, CRM_LEAD_STATUSES, crmLeadSourceKey, crmPicklistKey } from "@aglyn/aglyn";
 import { SCOPED_SEARCH_JOIN } from "@aglyn/aglyn/app-utils/name-search";
 import { listSelectCodec } from "@aglyn/shared-ui-jsx/const/list-grid-filter";
+import { LIST_QUERY_DISJUNCTIONS } from "@aglyn/shared-ui-jsx/const/list-query-plan";
 import { CRM_LIST_SEARCH, crmAnyOf, crmClauseValues, crmSelectField } from "./crm-list-query.js";
+import { isLeadSourceDirection, LEAD_SOURCE_DIRECTION_LABELS, LEAD_SOURCE_DIRECTIONS, leadSourceLabelsOfDirection, STANDARD_LEAD_SOURCES } from "./lead-source-direction.js";
 export const LEAD_FILTERS = [
     'open',
     'new',
@@ -63,6 +65,10 @@ export const LEAD_EMAIL_FILTER_LABELS = _extends({
  *   emailState   `equals <filter>`
  *   campaignIds  `contains <campaign id>`
  *   leadSource   `equals <label>`, or `isEmpty` for the leads holding none
+ *   leadSourceDirection   `equals inbound|outbound` (AGL-3511): every lead
+ *                whose lead source is a value of that group
+ *   industry, rating   `equals <key>` (AGL-3513): a value of the org's
+ *                Industry or Rating list, by the key the query compares
  *
  * Every one is asked of the Leads query (AGL-3321) through the field a
  * writer stores for it — see {@link leadQueryClause}.
@@ -103,6 +109,15 @@ export const LEAD_EMAIL_FILTER_LABELS = _extends({
             'isAnyOf'
         ]
     },
+    {
+        column: 'leadSourceDirection',
+        kind: 'exact',
+        path: 'leadSourceDirection',
+        operators: [
+            'equals',
+            'isAnyOf'
+        ]
+    },
     {
         column: 'campaignIds',
         kind: 'exact',
@@ -110,6 +125,41 @@ export const LEAD_EMAIL_FILTER_LABELS = _extends({
         operators: [
             'equals'
         ]
+    },
+    // Salesforce's Industry and Rating (AGL-3513), the lists companies keep.
+    {
+        column: 'industry',
+        kind: 'exact',
+        path: 'industry',
+        operators: [
+            'equals',
+            'isAnyOf'
+        ]
+    },
+    {
+        column: 'rating',
+        kind: 'exact',
+        path: 'rating',
+        operators: [
+            'equals',
+            'isAnyOf'
+        ]
+    }
+];
+/**
+ * The lead picklist columns the list filters by (AGL-3513), each with the
+ * list its choices come from: a choice's value is the KEY the query
+ * compares, its caption the label.
+ */ export const LEAD_PICKLIST_FILTERS = [
+    {
+        column: 'industry',
+        picklistId: 'industry',
+        header: 'Industry'
+    },
+    {
+        column: 'rating',
+        picklistId: 'rating',
+        header: 'Rating'
     }
 ];
 /** What each filter field reads as on a chip. */ export const LEAD_LIST_FILTER_HEADERS = {
@@ -117,7 +167,10 @@ export const LEAD_EMAIL_FILTER_LABELS = _extends({
     emailState: 'Email',
     ownerUid: 'Owner',
     leadSource: 'Lead source',
-    campaignIds: 'Campaign'
+    leadSourceDirection: 'Lead source direction',
+    campaignIds: 'Campaign',
+    industry: 'Industry',
+    rating: 'Rating'
 };
 /** The choices for Status: Open (new, nurturing or working) and each status on its own. */ export const LEAD_STATUS_FILTER_OPTIONS = LEAD_FILTERS.filter((option)=>option !== 'all').map((option)=>({
         value: option,
@@ -127,6 +180,29 @@ export const LEAD_EMAIL_FILTER_LABELS = _extends({
         value: option,
         label: LEAD_EMAIL_FILTER_LABELS[option]
     }));
+/** The choices for Lead source direction: each group of the Lead source picklist. */ export const LEAD_SOURCE_DIRECTION_FILTER_OPTIONS = LEAD_SOURCE_DIRECTIONS.map((direction)=>({
+        value: direction,
+        label: LEAD_SOURCE_DIRECTION_LABELS[direction]
+    }));
+/**
+ * The Status choices as an org reads them (AGL-3512): still one choice per
+ * MEANING — the query asks `status` — each named by the org's values of that
+ * meaning, so a list that keeps "Contacted" and "Meeting set" as Working
+ * reads "Working: Contacted, Meeting set".
+ */ export function leadStatusFilterOptions(picklist) {
+    const named = (status)=>{
+        const labels = picklist.values.filter((value)=>value.meaning === status && value.active).map((value)=>value.label);
+        const meaning = picklistMeaningName(status);
+        if (!labels.length) return meaning;
+        if (labels.length === 1 && labels[0] === meaning) return meaning;
+        return `${meaning}: ${labels.join(', ')}`;
+    };
+    return LEAD_FILTERS.filter((option)=>option !== 'all').map((option)=>({
+            value: option,
+            label: option === 'open' ? 'Open (new, nurturing or working)' : named(option)
+        }));
+}
+const picklistMeaningName = (status)=>CRM_LEAD_STATUS_LABELS[status];
 const STATUS_OPEN = {
     field: 'status',
     op: 'equals',
@@ -214,7 +290,15 @@ const STATUS_ALL = {
  *                emailed" is every verdict but `ok`
  *   leadSource   `leadSourceKey`, the label as the picklist compares it, or
  *                `null` for none
+ *   leadSourceDirection   `leadSourceKey in [...]` over the key of every
+ *                value the org's list files under that group, read when
+ *                the clause is asked — a direction is never stored on a
+ *                lead, so regrouping a value moves its leads with it. One
+ *                `in` holds thirty keys, and a group holding more is
+ *                refused by name rather than half asked
  *   ownerUid     as stored
+ *   industry, rating   `industryKey`, `ratingKey` (AGL-3513), each label
+ *                as the picklist compares it
  *   campaignIds  `array-contains` on the lead's own campaigns; under a site,
  *                `scopedCampaignIds` — the campaign behind each of the
  *                site's scope tokens — which stands in the scope clause's
@@ -256,6 +340,9 @@ const STATUS_ALL = {
             'contains'
         ]
     },
+    // Industry and Rating (AGL-3513), by the key each writer stores.
+    crmSelectField('industryKey'),
+    crmSelectField('ratingKey'),
     {
         // A campaign under a site: the lead's campaigns behind its scope.
         column: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,
@@ -344,8 +431,42 @@ const ORG_READER = {
                 const keys = values.map((value)=>crmLeadSourceKey(value)).filter((key)=>Boolean(key));
                 return crmAnyOf('leadSourceKey', keys);
             }
+        case 'leadSourceDirection':
+            {
+                var _reader_leadSources;
+                const picklist = (_reader_leadSources = reader.leadSources) != null ? _reader_leadSources : STANDARD_LEAD_SOURCES;
+                const keys = [];
+                for (const value of values){
+                    if (!isLeadSourceDirection(value)) return {
+                        refused: `${value} is not a lead source direction`
+                    };
+                    for (const label of leadSourceLabelsOfDirection(picklist, value)){
+                        const key = crmLeadSourceKey(label);
+                        if (key) keys.push(key);
+                    }
+                }
+                const unique = [
+                    ...new Set(keys)
+                ];
+                if (!unique.length) return {
+                    refused: 'no lead source is in that direction yet'
+                };
+                if (unique.length > LIST_QUERY_DISJUNCTIONS) {
+                    return {
+                        refused: `more than ${LIST_QUERY_DISJUNCTIONS} lead sources are in that direction — filter by Lead source instead`
+                    };
+                }
+                return crmAnyOf('leadSourceKey', unique);
+            }
         case 'ownerUid':
             return crmAnyOf('ownerUid', values);
+        case 'industry':
+        case 'rating':
+            {
+                // A choice is the key; a label typed into a stored view keys the same way.
+                const keys = values.map((value)=>crmPicklistKey(value)).filter((key)=>Boolean(key));
+                return crmAnyOf(clause.field === 'industry' ? 'industryKey' : 'ratingKey', keys);
+            }
         case 'campaignIds':
             {
                 if (values.length !== 1) return {