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

package/src/lib/model/record-facts-disclosed.js

@@ -0,0 +1,281 @@
+import { _ as _extends } from "@swc/helpers/_/_extends";
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ import { CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_SOURCE_LABELS, CRM_ACTIVITY_KIND_LABELS, CRM_EMAIL_DELIVERY_STATE_LABELS, CRM_FORECAST_CATEGORY_LABELS, CRM_TASK_KIND_LABELS, contactDisplayName, crmActivityDirection, crmLeadStatusLabel, DEAL_NEXT_STEP_MAX, dealContactRolesOf, dealForecastCategory, dealProbability, dealStageById, dealStageForecastCategory, interactionsForGroup, isContactLifecycleStage, isCrmEmailDeliveryState, readContactFacet } from "@aglyn/aglyn/server";
+import { CRM_FACTS_CONTACT_ROLES_MAX, CRM_FACTS_DEALS_MAX, CRM_FACTS_LABEL_MAX, CRM_FACTS_NOTES_MAX, CRM_FACTS_TAGS_MAX, CRM_FACTS_TASKS_MAX, CRM_FACTS_TEXT_MAX, crmFactDay, crmFactMillis, crmFactMoney, crmFactText, crmTimelineFacts, leadSourceFact } from "./record-facts.js";
+/** An email address written inside free text. */ const EMAIL_IN_PROSE = /[\w.+-]+@[\w-]+(?:\.[\w-]+)+/g;
+/** A run of digits and the separators a phone number is written with. */ const DIGIT_RUN_IN_PROSE = /\+?\(?\d[\d\s().-]{7,}\d/g;
+/** Calendar days, which a run of digits may be and a phone number is not. */ const DAYS_ONLY = /^\d{4}-\d{2}-\d{2}(?:\s+\d{4}-\d{2}-\d{2})*$/;
+export const CRM_FACTS_EMAIL_PLACEHOLDER = '[email address]';
+export const CRM_FACTS_PHONE_PLACEHOLDER = '[phone number]';
+const DAY_MS = 86400000;
+/**
+ * Free text the team wrote, as {@link crmFactText} reports it, with every
+ * email address, and every run of ten digits or more that is not a list of
+ * days, replaced by a placeholder. The fields that hold an address or a number
+ * are never reported, and this keeps one typed into a note from leaving
+ * either. Replaced before the cut, so a cut never halves an address into
+ * something unrecognized.
+ */ export function crmFactProse(value, max) {
+    if (typeof value !== 'string') return '';
+    const scrubbed = value.replace(EMAIL_IN_PROSE, CRM_FACTS_EMAIL_PLACEHOLDER).replace(DIGIT_RUN_IN_PROSE, (run)=>DAYS_ONLY.test(run.trim()) || run.replace(/\D/g, '').length < 10 ? run : CRM_FACTS_PHONE_PLACEHOLDER);
+    return crmFactText(scrubbed, max);
+}
+function tagsOf(value) {
+    return Array.isArray(value) ? value.map((tag)=>crmFactProse(tag, 40)).filter(Boolean).slice(0, CRM_FACTS_TAGS_MAX) : [];
+}
+/** A logged activity as a timeline entry: never the address it went to or came from. */ export function crmDisclosedActivityFact(activity) {
+    var _activity_subject;
+    const on = crmFactDay(activity.atMs);
+    if (!on) return null;
+    const kind = activity.kind && CRM_ACTIVITY_KIND_LABELS[activity.kind] ? activity.kind : 'other';
+    const fact = {
+        on,
+        kind: CRM_ACTIVITY_KIND_LABELS[kind]
+    };
+    const direction = crmActivityDirection(kind, activity.direction);
+    if (direction) fact.direction = direction;
+    const subject = crmFactProse((_activity_subject = activity.subject) != null ? _activity_subject : activity.threadSubject, CRM_FACTS_LABEL_MAX);
+    if (subject) fact.subject = subject;
+    const text = crmFactProse(activity.body, CRM_FACTS_TEXT_MAX);
+    if (text) fact.text = text;
+    const outcome = crmFactProse(activity.outcome, CRM_FACTS_LABEL_MAX);
+    if (outcome) fact.outcome = outcome;
+    if (kind === 'email' && isCrmEmailDeliveryState(activity.deliveryState)) {
+        fact.delivery = CRM_EMAIL_DELIVERY_STATE_LABELS[activity.deliveryState];
+    }
+    return fact;
+}
+/** A capture the platform recorded on a contact, as a timeline entry. */ export function crmDisclosedInteractionFact(interaction) {
+    const on = crmFactDay(interaction.atMs);
+    if (!on) return null;
+    const kind = interaction.type && CONTACT_SOURCE_LABELS[interaction.type] ? CONTACT_SOURCE_LABELS[interaction.type] : 'Capture';
+    const text = crmFactProse(interaction.summary, CRM_FACTS_TEXT_MAX);
+    return text ? {
+        on,
+        kind,
+        text
+    } : {
+        on,
+        kind
+    };
+}
+/** The open tasks among `tasks`, soonest due first, undated last: never who holds one, nor its notes. */ export function crmDisclosedOpenTaskFacts(tasks, nowMs) {
+    return tasks.filter((task)=>task.status !== 'done' && crmFactText(task.title, CRM_FACTS_LABEL_MAX)).map((task, index)=>({
+            task,
+            index,
+            due: crmFactMillis(task.dueAtMs)
+        })).sort((a, b)=>{
+        var _a_due, _b_due;
+        return ((_a_due = a.due) != null ? _a_due : Number.POSITIVE_INFINITY) - ((_b_due = b.due) != null ? _b_due : Number.POSITIVE_INFINITY) || a.index - b.index;
+    }).slice(0, CRM_FACTS_TASKS_MAX).map(({ task, due })=>_extends({
+            title: crmFactProse(task.title, CRM_FACTS_LABEL_MAX),
+            kind: crmFactProse(task.typeLabel, CRM_FACTS_LABEL_MAX) || (task.kind && CRM_TASK_KIND_LABELS[task.kind] ? CRM_TASK_KIND_LABELS[task.kind] : 'To-do'),
+            priority: task.priority === 'high' || task.priority === 'low' ? task.priority : 'normal'
+        }, crmFactProse(task.statusLabel, CRM_FACTS_LABEL_MAX) ? {
+            status: crmFactProse(task.statusLabel, CRM_FACTS_LABEL_MAX)
+        } : {}, {
+            due: due === null ? null : crmFactDay(due),
+            // Overdue by the UTC day: a task due today is not overdue until tomorrow.
+            overdue: due !== null && Math.floor(due / DAY_MS) < Math.floor(nowMs / DAY_MS)
+        }));
+}
+/** One deal, with its stage named by the pipeline it is in. */ function disclosedDealSummary(deal, pipeline) {
+    var _deal_stageId;
+    const stage = dealStageById(pipeline != null ? pipeline : undefined, String((_deal_stageId = deal.stageId) != null ? _deal_stageId : ''));
+    return {
+        title: crmFactProse(deal.title, CRM_FACTS_LABEL_MAX),
+        stage: crmFactText(stage == null ? void 0 : stage.name, CRM_FACTS_LABEL_MAX),
+        status: deal.status === 'won' || deal.status === 'lost' ? deal.status : 'open',
+        amount: crmFactMoney(deal.amountCents, deal.currency),
+        expectedClose: crmFactDay(deal.expectedCloseAtMs)
+    };
+}
+/** Deals, open ones first, then most recently updated. */ function disclosedDealSummaries(deals, pipelines) {
+    return deals.map((deal, index)=>{
+        var _crmFactMillis;
+        return {
+            deal,
+            index,
+            updated: (_crmFactMillis = crmFactMillis(deal.updatedAt)) != null ? _crmFactMillis : 0
+        };
+    }).sort((a, b)=>Number(a.deal.status !== 'open') - Number(b.deal.status !== 'open') || b.updated - a.updated || a.index - b.index).slice(0, CRM_FACTS_DEALS_MAX).map(({ deal })=>{
+        var _deal_pipelineId;
+        return disclosedDealSummary(deal, pipelines.get(String((_deal_pipelineId = deal.pipelineId) != null ? _deal_pipelineId : '')));
+    });
+}
+export function disclosedContactFacts(input) {
+    var _facet_sources;
+    const { row, group } = input;
+    const facet = readContactFacet(row, group.groupId);
+    const sources = Object.entries((_facet_sources = facet.sources) != null ? _facet_sources : {}).filter(([, on])=>on === true).map(([source])=>{
+        var _CONTACT_SOURCE_LABELS_source;
+        return (_CONTACT_SOURCE_LABELS_source = CONTACT_SOURCE_LABELS[source]) != null ? _CONTACT_SOURCE_LABELS_source : '';
+    }).filter(Boolean);
+    const interactions = interactionsForGroup(facet.interactions, group.hostIds);
+    return {
+        record: 'contact',
+        name: crmFactProse(contactDisplayName(row, group.groupId), CRM_FACTS_LABEL_MAX),
+        salutation: crmFactProse(facet.salutation, CRM_FACTS_LABEL_MAX),
+        jobTitle: crmFactProse(facet.jobTitle, CRM_FACTS_LABEL_MAX),
+        department: crmFactProse(facet.department, CRM_FACTS_LABEL_MAX),
+        doNotCall: facet.doNotCall === true,
+        company: crmFactProse(facet.companyName, CRM_FACTS_LABEL_MAX),
+        lifecycleStage: isContactLifecycleStage(facet.lifecycleStage) ? CONTACT_LIFECYCLE_STAGE_LABELS[facet.lifecycleStage] : '',
+        tags: tagsOf(facet.tags),
+        sources: [
+            ...new Set(sources)
+        ].sort(),
+        orders: typeof facet.ordersCount === 'number' && facet.ordersCount > 0 ? Math.floor(facet.ordersCount) : 0,
+        lastPurchase: crmFactDay(facet.lastPurchaseAtMs),
+        since: crmFactDay(row['createdAt']),
+        lastEmailEngagement: crmFactDay(facet.lastEmailEngagementAtMs),
+        notes: crmFactProse(facet.notes, CRM_FACTS_NOTES_MAX),
+        timeline: crmTimelineFacts([
+            ...input.activities.map((activity)=>({
+                    atMs: activity.atMs,
+                    fact: crmDisclosedActivityFact(activity)
+                })),
+            ...interactions.map((interaction)=>({
+                    atMs: interaction.atMs,
+                    fact: crmDisclosedInteractionFact(interaction)
+                }))
+        ]),
+        openTasks: crmDisclosedOpenTaskFacts(input.tasks, input.nowMs),
+        deals: disclosedDealSummaries(input.deals, input.pipelines)
+    };
+}
+export function disclosedCompanyFacts(input) {
+    const { company } = input;
+    return {
+        record: 'company',
+        name: crmFactProse(company.name, CRM_FACTS_LABEL_MAX),
+        domain: crmFactText(company.domain, CRM_FACTS_LABEL_MAX),
+        industry: crmFactProse(company.industry, CRM_FACTS_LABEL_MAX),
+        type: crmFactProse(company.type, CRM_FACTS_LABEL_MAX),
+        rating: crmFactProse(company.rating, CRM_FACTS_LABEL_MAX),
+        ownership: crmFactProse(company.ownership, CRM_FACTS_LABEL_MAX),
+        accountSource: crmFactProse(company.accountSource, CRM_FACTS_LABEL_MAX),
+        employees: typeof company.numberOfEmployees === 'number' && company.numberOfEmployees >= 0 ? Math.floor(company.numberOfEmployees) : null,
+        annualRevenue: crmFactMoney(company.annualRevenueCents, company.currency),
+        tags: tagsOf(company.tags),
+        people: typeof company.contactsCount === 'number' && company.contactsCount > 0 ? Math.floor(company.contactsCount) : 0,
+        since: crmFactDay(company.createdAt),
+        notes: crmFactProse(company.notes, CRM_FACTS_NOTES_MAX),
+        timeline: crmTimelineFacts(input.activities.map((activity)=>({
+                atMs: activity.atMs,
+                fact: crmDisclosedActivityFact(activity)
+            }))),
+        openTasks: crmDisclosedOpenTaskFacts(input.tasks, input.nowMs),
+        deals: disclosedDealSummaries(input.deals, input.pipelines)
+    };
+}
+/**
+ * Every contact on a deal and the part each plays (AGL-3521), the Primary
+ * first and at most {@link CRM_FACTS_CONTACT_ROLES_MAX}: each named as the
+ * reader resolved them, with an address or a number in a name replaced. A
+ * contact the reader could not see is left out rather than named by id.
+ */ function disclosedContactRoleFacts(deal, names = new Map()) {
+    return dealContactRolesOf(deal).sort((a, b)=>Number(b.primary) - Number(a.primary)).filter((row)=>names.has(row.contactId)).slice(0, CRM_FACTS_CONTACT_ROLES_MAX).map((row)=>({
+            name: crmFactProse(names.get(row.contactId), CRM_FACTS_LABEL_MAX),
+            role: crmFactText(row.role, CRM_FACTS_LABEL_MAX),
+            primary: row.primary
+        }));
+}
+export function disclosedDealFacts(input) {
+    var _ref, _deal_stageId, _deal_stageId1;
+    const { deal, pipeline } = input;
+    const summary = disclosedDealSummary(deal, pipeline);
+    const stages = [
+        ...(_ref = pipeline == null ? void 0 : pipeline.stages) != null ? _ref : []
+    ].sort((a, b)=>{
+        var _a_order, _b_order;
+        return Number((_a_order = a.order) != null ? _a_order : 0) - Number((_b_order = b.order) != null ? _b_order : 0);
+    }).map((stage)=>({
+            id: String(stage.id),
+            name: crmFactText(stage.name, CRM_FACTS_LABEL_MAX),
+            kind: stage.kind === 'won' || stage.kind === 'lost' ? stage.kind : 'open',
+            probability: Math.min(100, Math.max(0, Number(stage.probability) || 0)),
+            forecastCategory: CRM_FORECAST_CATEGORY_LABELS[dealStageForecastCategory(stage)]
+        }));
+    const stage = dealStageById(pipeline != null ? pipeline : undefined, String((_deal_stageId = deal.stageId) != null ? _deal_stageId : ''));
+    return {
+        record: 'deal',
+        title: summary.title,
+        pipeline: crmFactText(pipeline == null ? void 0 : pipeline.name, CRM_FACTS_LABEL_MAX),
+        stages,
+        stageId: String((_deal_stageId1 = deal.stageId) != null ? _deal_stageId1 : ''),
+        stage: summary.stage,
+        status: summary.status,
+        amount: summary.amount,
+        expectedClose: summary.expectedClose,
+        inStageSince: crmFactDay(deal.stageChangedAtMs),
+        lostReason: crmFactProse(deal.lostReason, CRM_FACTS_LABEL_MAX),
+        type: crmFactText(deal.type, CRM_FACTS_LABEL_MAX),
+        leadSource: crmFactText(deal.leadSource, CRM_FACTS_LABEL_MAX),
+        nextStep: crmFactProse(deal.nextStep, DEAL_NEXT_STEP_MAX),
+        probability: dealProbability(deal, stage),
+        forecastCategory: CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, stage)],
+        contact: crmFactProse(deal.contactName, CRM_FACTS_LABEL_MAX),
+        contactRoles: disclosedContactRoleFacts(deal, input.contactNames),
+        company: crmFactProse(deal.companyName, CRM_FACTS_LABEL_MAX),
+        products: Array.isArray(deal.lineItems) ? deal.lineItems.length : 0,
+        since: crmFactDay(deal.createdAt),
+        notes: crmFactProse(deal.notes, CRM_FACTS_NOTES_MAX),
+        timeline: crmTimelineFacts(input.activities.map((activity)=>({
+                atMs: activity.atMs,
+                fact: crmDisclosedActivityFact(activity)
+            }))),
+        openTasks: crmDisclosedOpenTaskFacts(input.tasks, input.nowMs)
+    };
+}
+export function disclosedLeadFacts(input) {
+    const { lead, leadStatuses } = input;
+    const rawSources = Array.isArray(lead['sources']) ? lead['sources'] : typeof lead['source'] === 'string' ? [
+        lead['source']
+    ] : [];
+    const captures = Number(lead['submissionCount']);
+    return {
+        record: 'lead',
+        name: crmFactProse(lead['name'], CRM_FACTS_LABEL_MAX),
+        salutation: crmFactProse(lead['salutation'], CRM_FACTS_LABEL_MAX),
+        company: crmFactProse(lead['company'], CRM_FACTS_LABEL_MAX),
+        jobTitle: crmFactProse(lead['jobTitle'], CRM_FACTS_LABEL_MAX),
+        leadSource: crmFactText(lead['leadSource'], CRM_FACTS_LABEL_MAX),
+        industry: crmFactText(lead['industry'], CRM_FACTS_LABEL_MAX),
+        rating: crmFactText(lead['rating'], CRM_FACTS_LABEL_MAX),
+        employees: typeof lead['numberOfEmployees'] === 'number' && lead['numberOfEmployees'] >= 0 ? Math.floor(lead['numberOfEmployees']) : null,
+        annualRevenue: crmFactMoney(lead['annualRevenueCents'], lead['currency']),
+        doNotCall: lead['doNotCall'] === true,
+        status: crmLeadStatusLabel(lead, leadStatuses),
+        sources: [
+            ...new Set(rawSources.map((source)=>leadSourceFact(String(source))))
+        ].sort(),
+        captures: Number.isFinite(captures) && captures > 0 ? Math.floor(captures) : 0,
+        firstSeen: crmFactDay(lead['firstSeenAtMs']),
+        lastSeen: crmFactDay(lead['lastSeenAtMs']),
+        assigned: typeof lead['ownerUid'] === 'string' && lead['ownerUid'] !== '',
+        converted: typeof lead['convertedContactId'] === 'string' && lead['convertedContactId'] !== '',
+        unqualifiedReason: crmFactProse(lead['unqualifiedReason'], CRM_FACTS_LABEL_MAX),
+        notes: crmFactProse(lead['notes'], CRM_FACTS_NOTES_MAX),
+        timeline: crmTimelineFacts(input.activities.map((activity)=>({
+                atMs: activity.atMs,
+                fact: crmDisclosedActivityFact(activity)
+            })))
+    };
+}
+
+//# sourceMappingURL=record-facts-disclosed.js.map

package/src/lib/model/record-facts-disclosed.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/record-facts-disclosed.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 */\nimport {\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_SOURCE_LABELS,\n  CRM_ACTIVITY_KIND_LABELS,\n  CRM_EMAIL_DELIVERY_STATE_LABELS,\n  CRM_FORECAST_CATEGORY_LABELS,\n  CRM_TASK_KIND_LABELS,\n  contactDisplayName,\n  crmActivityDirection,\n  crmLeadStatusLabel,\n  DEAL_NEXT_STEP_MAX,\n  dealContactRolesOf,\n  dealForecastCategory,\n  dealProbability,\n  dealStageById,\n  dealStageForecastCategory,\n  interactionsForGroup,\n  isContactLifecycleStage,\n  isCrmEmailDeliveryState,\n  readContactFacet,\n  type ContactInteraction,\n  type CrmActivity,\n  type CrmDeal,\n  type CrmPipeline,\n  type CrmTask,\n} from '@aglyn/aglyn/server'\nimport {\n  CRM_FACTS_CONTACT_ROLES_MAX,\n  CRM_FACTS_DEALS_MAX,\n  CRM_FACTS_LABEL_MAX,\n  CRM_FACTS_NOTES_MAX,\n  CRM_FACTS_TAGS_MAX,\n  CRM_FACTS_TASKS_MAX,\n  CRM_FACTS_TEXT_MAX,\n  crmFactDay,\n  crmFactMillis,\n  crmFactMoney,\n  crmFactText,\n  crmTimelineFacts,\n  leadSourceFact,\n  type CompanyFactsInput,\n  type ContactFactsInput,\n  type CrmCompanyFacts,\n  type CrmContactFacts,\n  type CrmContactRoleFact,\n  type CrmDealFact,\n  type CrmDealFacts,\n  type CrmLeadFacts,\n  type CrmTaskFact,\n  type CrmTimelineFact,\n  type DealFactsInput,\n  type LeadFactsInput,\n} from './record-facts'\n\n/**\n * THE DISCLOSED FACTS: what CRM assistance sends while\n * `release_crm_assist_whole_record` is off.\n *\n * The published Privacy Policy (section 2) and the Anthropic row on\n * `/legal/subprocessors` promise that CRM assistance sends a record's name\n * and, by kind, its job title, company, lifecycle stage, tags, capture\n * history and counts, domain, industry, headcount, pipeline stages, status,\n * amount, dates, lost reason, parties and lead status, with its notes,\n * newest timeline entries and open tasks and deals — and never an email,\n * phone or postal field, marketing consent, custom field value, team member\n * or record id. These builders report exactly that, so production keeps the\n * promise until those pages are republished and the flag is turned on;\n * `record-facts.ts` builds the whole record for the flag's on side.\n *\n * ## What never leaves\n *\n * No email address, phone number or postal address of anyone; no birthdate;\n * no assistant and no reports-to; no marketing consent; no custom field\n * VALUE; no team member's name or id; no document id of any record; no\n * file; no order or payment detail beyond a count. A logged email carries its\n * subject and a cut of its body, never the address it went to or came from.\n *\n * Every text a person wrote into a record — a name, a job title, a tag, notes,\n * a logged activity, a capture's summary, a task's or a deal's title, a\n * reason — is reported as written, except that an email address or a phone\n * number inside it is replaced by a placeholder first ({@link crmFactProse}):\n * an import that put an address in the name column leaves no address behind.\n * What the workspace configured — pipeline, stage and field names — and a\n * company's domain are reported as they are. A postal address typed into a\n * note is not recognized and leaves as typed.\n *\n * The bytes are as stable as the whole record's: one key order, UTC days,\n * money as a code and a fixed-point amount.\n */\n\nexport type CrmDisclosedContactFacts = Pick<\n  CrmContactFacts,\n  | 'record'\n  | 'name'\n  | 'salutation'\n  | 'jobTitle'\n  | 'department'\n  | 'doNotCall'\n  | 'company'\n  | 'lifecycleStage'\n  | 'tags'\n  | 'sources'\n  | 'orders'\n  | 'lastPurchase'\n  | 'since'\n  | 'lastEmailEngagement'\n  | 'notes'\n  | 'timeline'\n  | 'openTasks'\n  | 'deals'\n>\n\nexport type CrmDisclosedCompanyFacts = Pick<\n  CrmCompanyFacts,\n  | 'record'\n  | 'name'\n  | 'domain'\n  | 'industry'\n  | 'type'\n  | 'rating'\n  | 'ownership'\n  | 'accountSource'\n  | 'employees'\n  | 'annualRevenue'\n  | 'tags'\n  | 'people'\n  | 'since'\n  | 'notes'\n  | 'timeline'\n  | 'openTasks'\n  | 'deals'\n>\n\nexport type CrmDisclosedDealFacts = Pick<\n  CrmDealFacts,\n  | 'record'\n  | 'title'\n  | 'pipeline'\n  | 'stages'\n  | 'stageId'\n  | 'stage'\n  | 'status'\n  | 'amount'\n  | 'expectedClose'\n  | 'inStageSince'\n  | 'lostReason'\n  | 'type'\n  | 'leadSource'\n  | 'nextStep'\n  | 'probability'\n  | 'forecastCategory'\n  | 'contact'\n  | 'contactRoles'\n  | 'company'\n  | 'since'\n  | 'notes'\n  | 'timeline'\n  | 'openTasks'\n> & {\n  /** How many products the deal holds — a count, never their names or prices. */\n  products: number\n}\n\nexport type CrmDisclosedLeadFacts = Pick<\n  CrmLeadFacts,\n  | 'record'\n  | 'name'\n  | 'salutation'\n  | 'company'\n  | 'jobTitle'\n  | 'leadSource'\n  | 'industry'\n  | 'rating'\n  | 'employees'\n  | 'annualRevenue'\n  | 'doNotCall'\n  | 'status'\n  | 'sources'\n  | 'captures'\n  | 'firstSeen'\n  | 'lastSeen'\n  | 'assigned'\n  | 'converted'\n  | 'unqualifiedReason'\n  | 'notes'\n  | 'timeline'\n>\n\n/** An email address written inside free text. */\nconst EMAIL_IN_PROSE = /[\\w.+-]+@[\\w-]+(?:\\.[\\w-]+)+/g\n/** A run of digits and the separators a phone number is written with. */\nconst DIGIT_RUN_IN_PROSE = /\\+?\\(?\\d[\\d\\s().-]{7,}\\d/g\n/** Calendar days, which a run of digits may be and a phone number is not. */\nconst DAYS_ONLY = /^\\d{4}-\\d{2}-\\d{2}(?:\\s+\\d{4}-\\d{2}-\\d{2})*$/\n\nexport const CRM_FACTS_EMAIL_PLACEHOLDER = '[email address]'\nexport const CRM_FACTS_PHONE_PLACEHOLDER = '[phone number]'\n\nconst DAY_MS = 86_400_000\n\n/**\n * Free text the team wrote, as {@link crmFactText} reports it, with every\n * email address, and every run of ten digits or more that is not a list of\n * days, replaced by a placeholder. The fields that hold an address or a number\n * are never reported, and this keeps one typed into a note from leaving\n * either. Replaced before the cut, so a cut never halves an address into\n * something unrecognized.\n */\nexport function crmFactProse(value: unknown, max: number): string {\n  if (typeof value !== 'string') return ''\n  const scrubbed = value\n    .replace(EMAIL_IN_PROSE, CRM_FACTS_EMAIL_PLACEHOLDER)\n    .replace(DIGIT_RUN_IN_PROSE, (run) =>\n      DAYS_ONLY.test(run.trim()) || run.replace(/\\D/g, '').length < 10 ? run : CRM_FACTS_PHONE_PLACEHOLDER,\n    )\n  return crmFactText(scrubbed, max)\n}\n\nfunction tagsOf(value: unknown): string[] {\n  return Array.isArray(value)\n    ? value\n        .map((tag) => crmFactProse(tag, 40))\n        .filter(Boolean)\n        .slice(0, CRM_FACTS_TAGS_MAX)\n    : []\n}\n\n/** A logged activity as a timeline entry: never the address it went to or came from. */\nexport function crmDisclosedActivityFact(activity: Partial<CrmActivity>): CrmTimelineFact | null {\n  const on = crmFactDay(activity.atMs)\n  if (!on) return null\n  const kind = activity.kind && CRM_ACTIVITY_KIND_LABELS[activity.kind] ? activity.kind : 'other'\n  const fact: CrmTimelineFact = { on, kind: CRM_ACTIVITY_KIND_LABELS[kind] }\n  const direction = crmActivityDirection(kind, activity.direction)\n  if (direction) fact.direction = direction\n  const subject = crmFactProse(activity.subject ?? activity.threadSubject, CRM_FACTS_LABEL_MAX)\n  if (subject) fact.subject = subject\n  const text = crmFactProse(activity.body, CRM_FACTS_TEXT_MAX)\n  if (text) fact.text = text\n  const outcome = crmFactProse(activity.outcome, CRM_FACTS_LABEL_MAX)\n  if (outcome) fact.outcome = outcome\n  if (kind === 'email' && isCrmEmailDeliveryState(activity.deliveryState)) {\n    fact.delivery = CRM_EMAIL_DELIVERY_STATE_LABELS[activity.deliveryState]\n  }\n  return fact\n}\n\n/** A capture the platform recorded on a contact, as a timeline entry. */\nexport function crmDisclosedInteractionFact(interaction: Partial<ContactInteraction>): CrmTimelineFact | null {\n  const on = crmFactDay(interaction.atMs)\n  if (!on) return null\n  const kind =\n    interaction.type && CONTACT_SOURCE_LABELS[interaction.type] ? CONTACT_SOURCE_LABELS[interaction.type] : 'Capture'\n  const text = crmFactProse(interaction.summary, CRM_FACTS_TEXT_MAX)\n  return text ? { on, kind, text } : { on, kind }\n}\n\n/** The open tasks among `tasks`, soonest due first, undated last: never who holds one, nor its notes. */\nexport function crmDisclosedOpenTaskFacts(tasks: ReadonlyArray<Partial<CrmTask>>, nowMs: number): CrmTaskFact[] {\n  return tasks\n    .filter((task) => task.status !== 'done' && crmFactText(task.title, CRM_FACTS_LABEL_MAX))\n    .map((task, index) => ({ task, index, due: crmFactMillis(task.dueAtMs) }))\n    .sort((a, b) => (a.due ?? Number.POSITIVE_INFINITY) - (b.due ?? Number.POSITIVE_INFINITY) || a.index - b.index)\n    .slice(0, CRM_FACTS_TASKS_MAX)\n    .map(({ task, due }) => ({\n      title: crmFactProse(task.title, CRM_FACTS_LABEL_MAX),\n      kind:\n        crmFactProse(task.typeLabel, CRM_FACTS_LABEL_MAX) ||\n        (task.kind && CRM_TASK_KIND_LABELS[task.kind] ? CRM_TASK_KIND_LABELS[task.kind] : 'To-do'),\n      priority: task.priority === 'high' || task.priority === 'low' ? task.priority : 'normal',\n      ...(crmFactProse(task.statusLabel, CRM_FACTS_LABEL_MAX)\n        ? { status: crmFactProse(task.statusLabel, CRM_FACTS_LABEL_MAX) }\n        : {}),\n      due: due === null ? null : crmFactDay(due),\n      // Overdue by the UTC day: a task due today is not overdue until tomorrow.\n      overdue: due !== null && Math.floor(due / DAY_MS) < Math.floor(nowMs / DAY_MS),\n    }))\n}\n\n/** One deal, with its stage named by the pipeline it is in. */\nfunction disclosedDealSummary(deal: Partial<CrmDeal>, pipeline: CrmPipeline | null | undefined): CrmDealFact {\n  const stage = dealStageById(pipeline ?? undefined, String(deal.stageId ?? ''))\n  return {\n    title: crmFactProse(deal.title, CRM_FACTS_LABEL_MAX),\n    stage: crmFactText(stage?.name, CRM_FACTS_LABEL_MAX),\n    status: deal.status === 'won' || deal.status === 'lost' ? deal.status : 'open',\n    amount: crmFactMoney(deal.amountCents, deal.currency),\n    expectedClose: crmFactDay(deal.expectedCloseAtMs),\n  }\n}\n\n/** Deals, open ones first, then most recently updated. */\nfunction disclosedDealSummaries(\n  deals: ReadonlyArray<Partial<CrmDeal>>,\n  pipelines: ReadonlyMap<string, CrmPipeline>,\n): CrmDealFact[] {\n  return deals\n    .map((deal, index) => ({ deal, index, updated: crmFactMillis(deal.updatedAt) ?? 0 }))\n    .sort(\n      (a, b) =>\n        Number(a.deal.status !== 'open') - Number(b.deal.status !== 'open') ||\n        b.updated - a.updated ||\n        a.index - b.index,\n    )\n    .slice(0, CRM_FACTS_DEALS_MAX)\n    .map(({ deal }) => disclosedDealSummary(deal, pipelines.get(String(deal.pipelineId ?? ''))))\n}\n\nexport function disclosedContactFacts(input: ContactFactsInput): CrmDisclosedContactFacts {\n  const { row, group } = input\n  const facet = readContactFacet(row, group.groupId)\n  const sources = Object.entries(facet.sources ?? {})\n    .filter(([, on]) => on === true)\n    .map(([source]) => CONTACT_SOURCE_LABELS[source as keyof typeof CONTACT_SOURCE_LABELS] ?? '')\n    .filter(Boolean)\n  const interactions = interactionsForGroup(facet.interactions, group.hostIds)\n  return {\n    record: 'contact',\n    name: crmFactProse(contactDisplayName(row, group.groupId), CRM_FACTS_LABEL_MAX),\n    salutation: crmFactProse(facet.salutation, CRM_FACTS_LABEL_MAX),\n    jobTitle: crmFactProse(facet.jobTitle, CRM_FACTS_LABEL_MAX),\n    department: crmFactProse(facet.department, CRM_FACTS_LABEL_MAX),\n    doNotCall: facet.doNotCall === true,\n    company: crmFactProse(facet.companyName, CRM_FACTS_LABEL_MAX),\n    lifecycleStage: isContactLifecycleStage(facet.lifecycleStage)\n      ? CONTACT_LIFECYCLE_STAGE_LABELS[facet.lifecycleStage]\n      : '',\n    tags: tagsOf(facet.tags),\n    sources: [...new Set(sources)].sort(),\n    orders: typeof facet.ordersCount === 'number' && facet.ordersCount > 0 ? Math.floor(facet.ordersCount) : 0,\n    lastPurchase: crmFactDay(facet.lastPurchaseAtMs),\n    since: crmFactDay(row['createdAt']),\n    lastEmailEngagement: crmFactDay(facet.lastEmailEngagementAtMs),\n    notes: crmFactProse(facet.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts([\n      ...input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmDisclosedActivityFact(activity) })),\n      ...interactions.map((interaction) => ({ atMs: interaction.atMs, fact: crmDisclosedInteractionFact(interaction) })),\n    ]),\n    openTasks: crmDisclosedOpenTaskFacts(input.tasks, input.nowMs),\n    deals: disclosedDealSummaries(input.deals, input.pipelines),\n  }\n}\n\nexport function disclosedCompanyFacts(input: CompanyFactsInput): CrmDisclosedCompanyFacts {\n  const { company } = input\n  return {\n    record: 'company',\n    name: crmFactProse(company.name, CRM_FACTS_LABEL_MAX),\n    domain: crmFactText(company.domain, CRM_FACTS_LABEL_MAX),\n    industry: crmFactProse(company.industry, CRM_FACTS_LABEL_MAX),\n    type: crmFactProse(company.type, CRM_FACTS_LABEL_MAX),\n    rating: crmFactProse(company.rating, CRM_FACTS_LABEL_MAX),\n    ownership: crmFactProse(company.ownership, CRM_FACTS_LABEL_MAX),\n    accountSource: crmFactProse(company.accountSource, CRM_FACTS_LABEL_MAX),\n    employees:\n      typeof company.numberOfEmployees === 'number' && company.numberOfEmployees >= 0\n        ? Math.floor(company.numberOfEmployees)\n        : null,\n    annualRevenue: crmFactMoney(company.annualRevenueCents, company.currency),\n    tags: tagsOf(company.tags),\n    people:\n      typeof company.contactsCount === 'number' && company.contactsCount > 0\n        ? Math.floor(company.contactsCount)\n        : 0,\n    since: crmFactDay(company.createdAt),\n    notes: crmFactProse(company.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmDisclosedActivityFact(activity) })),\n    ),\n    openTasks: crmDisclosedOpenTaskFacts(input.tasks, input.nowMs),\n    deals: disclosedDealSummaries(input.deals, input.pipelines),\n  }\n}\n\n/**\n * Every contact on a deal and the part each plays (AGL-3521), the Primary\n * first and at most {@link CRM_FACTS_CONTACT_ROLES_MAX}: each named as the\n * reader resolved them, with an address or a number in a name replaced. A\n * contact the reader could not see is left out rather than named by id.\n */\nfunction disclosedContactRoleFacts(\n  deal: { contactId?: unknown; contactRoles?: unknown },\n  names: ReadonlyMap<string, string> = new Map(),\n): CrmContactRoleFact[] {\n  return dealContactRolesOf(deal)\n    .sort((a, b) => Number(b.primary) - Number(a.primary))\n    .filter((row) => names.has(row.contactId))\n    .slice(0, CRM_FACTS_CONTACT_ROLES_MAX)\n    .map((row) => ({\n      name: crmFactProse(names.get(row.contactId), CRM_FACTS_LABEL_MAX),\n      role: crmFactText(row.role, CRM_FACTS_LABEL_MAX),\n      primary: row.primary,\n    }))\n}\n\nexport function disclosedDealFacts(input: DealFactsInput): CrmDisclosedDealFacts {\n  const { deal, pipeline } = input\n  const summary = disclosedDealSummary(deal, pipeline)\n  const stages = [...(pipeline?.stages ?? [])]\n    .sort((a, b) => Number(a.order ?? 0) - Number(b.order ?? 0))\n    .map((stage) => ({\n      id: String(stage.id),\n      name: crmFactText(stage.name, CRM_FACTS_LABEL_MAX),\n      kind: stage.kind === 'won' || stage.kind === 'lost' ? stage.kind : ('open' as const),\n      probability: Math.min(100, Math.max(0, Number(stage.probability) || 0)),\n      forecastCategory: CRM_FORECAST_CATEGORY_LABELS[dealStageForecastCategory(stage)],\n    }))\n  const stage = dealStageById(pipeline ?? undefined, String(deal.stageId ?? ''))\n  return {\n    record: 'deal',\n    title: summary.title,\n    pipeline: crmFactText(pipeline?.name, CRM_FACTS_LABEL_MAX),\n    stages,\n    stageId: String(deal.stageId ?? ''),\n    stage: summary.stage,\n    status: summary.status,\n    amount: summary.amount,\n    expectedClose: summary.expectedClose,\n    inStageSince: crmFactDay(deal.stageChangedAtMs),\n    lostReason: crmFactProse(deal.lostReason, CRM_FACTS_LABEL_MAX),\n    type: crmFactText(deal.type, CRM_FACTS_LABEL_MAX),\n    leadSource: crmFactText(deal.leadSource, CRM_FACTS_LABEL_MAX),\n    nextStep: crmFactProse(deal.nextStep, DEAL_NEXT_STEP_MAX),\n    probability: dealProbability(deal, stage),\n    forecastCategory: CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, stage)],\n    contact: crmFactProse(deal.contactName, CRM_FACTS_LABEL_MAX),\n    contactRoles: disclosedContactRoleFacts(deal, input.contactNames),\n    company: crmFactProse(deal.companyName, CRM_FACTS_LABEL_MAX),\n    products: Array.isArray(deal.lineItems) ? deal.lineItems.length : 0,\n    since: crmFactDay(deal.createdAt),\n    notes: crmFactProse(deal.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmDisclosedActivityFact(activity) })),\n    ),\n    openTasks: crmDisclosedOpenTaskFacts(input.tasks, input.nowMs),\n  }\n}\n\nexport function disclosedLeadFacts(input: LeadFactsInput): CrmDisclosedLeadFacts {\n  const { lead, leadStatuses } = input\n  const rawSources = Array.isArray(lead['sources'])\n    ? lead['sources']\n    : typeof lead['source'] === 'string'\n      ? [lead['source']]\n      : []\n  const captures = Number(lead['submissionCount'])\n  return {\n    record: 'lead',\n    name: crmFactProse(lead['name'], CRM_FACTS_LABEL_MAX),\n    salutation: crmFactProse(lead['salutation'], CRM_FACTS_LABEL_MAX),\n    company: crmFactProse(lead['company'], CRM_FACTS_LABEL_MAX),\n    jobTitle: crmFactProse(lead['jobTitle'], CRM_FACTS_LABEL_MAX),\n    leadSource: crmFactText(lead['leadSource'], CRM_FACTS_LABEL_MAX),\n    industry: crmFactText(lead['industry'], CRM_FACTS_LABEL_MAX),\n    rating: crmFactText(lead['rating'], CRM_FACTS_LABEL_MAX),\n    employees:\n      typeof lead['numberOfEmployees'] === 'number' && lead['numberOfEmployees'] >= 0\n        ? Math.floor(lead['numberOfEmployees'])\n        : null,\n    annualRevenue: crmFactMoney(lead['annualRevenueCents'], lead['currency']),\n    doNotCall: lead['doNotCall'] === true,\n    status: crmLeadStatusLabel(lead as { status?: never; statusLabel?: string }, leadStatuses),\n    sources: [...new Set(rawSources.map((source) => leadSourceFact(String(source))))].sort(),\n    captures: Number.isFinite(captures) && captures > 0 ? 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