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

package/src/lib/transfer/aliases.js.map

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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/transfer/aliases.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 * OTHER PRODUCTS' EXPORT HEADERS (AGL-3527).\n *\n * The column names the CRMs people arrive from write into their exports,\n * per field id of `fields.ts`. The import's header matcher reads them as\n * exact aliases and shows where a match came from (\"Salesforce\"), so a\n * Salesforce report, a HubSpot export, an Apollo list or a Pipedrive file\n * maps itself. They live here, beside the fields they name: the platform's\n * core knows no product's vocabulary.\n *\n * A column whose meaning is the OPPOSITE of a field is left out on purpose:\n * Salesforce's \"Email Opt Out\" and HubSpot's \"Unsubscribed\" are refusals,\n * and mapping either to Marketing consent would read every refusal as a\n * grant.\n *\n * The platform's own dictionary is the CRM's earlier CSV export, so a file taken out before\n * the field picker existed still comes back in.\n *=========================================*/\n\nimport { PLATFORM_BRAND_NAME } from '@aglyn/aglyn/app-utils/platform-brand'\nimport type { TransferAliasDictionary } from '@aglyn/aglyn/data-transfer'\n\nconst SALESFORCE = 'Salesforce'\nconst HUBSPOT = 'HubSpot'\nconst APOLLO = 'Apollo'\nconst PIPEDRIVE = 'Pipedrive'\nconst OWN = `${PLATFORM_BRAND_NAME} (earlier export)`\n\n/** The six address columns each product writes, under one prefix. */\nfunction address(prefix: string, words: {\n  street: readonly string[]\n  street2?: readonly string[]\n  city: readonly string[]\n  state: readonly string[]\n  postalCode: readonly string[]\n  country: readonly string[]\n}): Record<string, readonly string[]> {\n  return {\n    [`${prefix}Street`]: words.street,\n    ...(words.street2 ? { [`${prefix}Street2`]: words.street2 } : {}),\n    [`${prefix}City`]: words.city,\n    [`${prefix}State`]: words.state,\n    [`${prefix}PostalCode`]: words.postalCode,\n    [`${prefix}Country`]: words.country,\n  }\n}\n\n/*==========================================\n * CONTACTS\n *=========================================*/\n\nexport const CONTACT_ALIASES: readonly TransferAliasDictionary[] = [\n  {\n    source: SALESFORCE,\n    aliases: {\n      salutation: ['Salutation'],\n      firstName: ['First Name'],\n      lastName: ['Last Name'],\n      name: ['Full Name', 'Contact Name'],\n      email: ['Email'],\n      phone: ['Phone', 'Business Phone'],\n      mobilePhone: ['Mobile Phone', 'Mobile'],\n      homePhone: ['Home Phone'],\n      otherPhone: ['Other Phone'],\n      fax: ['Fax', 'Business Fax'],\n      assistantName: ['Assistant', \"Assistant's Name\"],\n      assistantPhone: ['Asst. Phone', 'Assistant Phone'],\n      jobTitle: ['Title'],\n      department: ['Department'],\n      birthdate: ['Birthdate'],\n      company: ['Account Name', 'Account'],\n      reportsTo: ['Reports To', 'Reports To: Email'],\n      owner: ['Contact Owner', 'Owner Name', 'Contact Owner Email'],\n      leadSource: ['Lead Source'],\n      doNotCall: ['Do Not Call'],\n      notes: ['Description', 'Contact Description'],\n      ...address('mailing', {\n        street: ['Mailing Street', 'Mailing Address Line 1'],\n        street2: ['Mailing Address Line 2'],\n        city: ['Mailing City'],\n        state: ['Mailing State/Province', 'Mailing State'],\n        postalCode: ['Mailing Zip/Postal Code', 'Mailing Zip', 'Mailing Postal Code'],\n        country: ['Mailing Country', 'Mailing Country Code'],\n      }),\n      ...address('other', {\n        street: ['Other Street', 'Other Address Line 1'],\n        street2: ['Other Address Line 2'],\n        city: ['Other City'],\n        state: ['Other State/Province', 'Other State'],\n        postalCode: ['Other Zip/Postal Code', 'Other Zip', 'Other Postal Code'],\n        country: ['Other Country', 'Other Country Code'],\n      }),\n    },\n  },\n  {\n    source: HUBSPOT,\n    aliases: {\n      salutation: ['Salutation'],\n      firstName: ['First Name'],\n      lastName: ['Last Name'],\n      email: ['Email'],\n      phone: ['Phone Number'],\n      mobilePhone: ['Mobile Phone Number'],\n      fax: ['Fax Number'],\n      jobTitle: ['Job Title'],\n      department: ['Department'],\n      birthdate: ['Date of birth'],\n      company: ['Associated Company', 'Company Name', 'Company'],\n      owner: ['Contact owner', 'HubSpot Owner'],\n      lifecycleStage: ['Lifecycle Stage'],\n      leadSource: ['Original Source', 'Original source'],\n      notes: ['Message'],\n      ...address('mailing', {\n        street: ['Street Address'],\n        street2: ['Street Address 2'],\n        city: ['City'],\n        state: ['State/Region', 'State'],\n        postalCode: ['Postal Code', 'Zip'],\n        country: ['Country/Region', 'Country'],\n      }),\n    },\n  },\n  {\n    source: APOLLO,\n    aliases: {\n      firstName: ['First Name'],\n      lastName: ['Last Name'],\n      email: ['Email'],\n      phone: ['Work Direct Phone', 'First Phone', 'Corporate Phone'],\n      mobilePhone: ['Mobile Phone'],\n      homePhone: ['Home Phone'],\n      otherPhone: ['Other Phone'],\n      jobTitle: ['Title'],\n      department: ['Departments'],\n      company: ['Company', 'Company Name for Emails'],\n      owner: ['Contact Owner'],\n      tags: ['Lists'],\n      ...address('mailing', {\n        street: ['Street'],\n        city: ['City'],\n        state: ['State'],\n        postalCode: ['Postal Code'],\n        country: ['Country'],\n      }),\n    },\n  },\n  {\n    source: PIPEDRIVE,\n    aliases: {\n      name: ['Person - Name', 'Name'],\n      firstName: ['Person - First name', 'First name'],\n      lastName: ['Person - Last name', 'Last name'],\n      email: ['Person - Email - Work', 'Person - Email', 'Email - Work', 'Person - Email - Other', 'Person - Email - Home'],\n      phone: ['Person - Phone - Work', 'Person - Phone', 'Phone - Work'],\n      mobilePhone: ['Person - Phone - Mobile', 'Phone - Mobile'],\n      homePhone: ['Person - Phone - Home', 'Phone - Home'],\n      otherPhone: ['Person - Phone - Other', 'Phone - Other'],\n      jobTitle: ['Person - Job title', 'Job title'],\n      company: ['Person - Organization', 'Organization'],\n      owner: ['Person - Owner', 'Owner'],\n      tags: ['Person - Labels', 'Person - Label', 'Labels', 'Label'],\n      birthdate: ['Person - Birthday'],\n      notes: ['Person - Notes'],\n      ...address('mailing', {\n        street: ['Person - Postal address - Street/road name', 'Person - Postal address'],\n        city: ['Person - Postal address - City/town/village/locality'],\n        state: ['Person - Postal address - State/county'],\n        postalCode: ['Person - Postal address - ZIP/Postal code'],\n        country: ['Person - Postal address - Country'],\n      }),\n    },\n  },\n  {\n    source: OWN,\n    aliases: {\n      name: ['Name'],\n      company: ['Company'],\n      owner: ['Owner'],\n      assistantName: ['Assistant'],\n      ...address('mailing', {\n        street: ['Mailing address line 1', 'Address line 1'],\n        street2: ['Mailing address line 2', 'Address line 2'],\n        city: ['Mailing city'],\n        state: ['Mailing state'],\n        postalCode: ['Mailing postal code'],\n        country: ['Mailing country'],\n      }),\n      ...address('other', {\n        street: ['Other address line 1'],\n        street2: ['Other address line 2'],\n        city: ['Other city'],\n        state: ['Other state'],\n        postalCode: ['Other postal code'],\n        country: ['Other country'],\n      }),\n    },\n  },\n]\n\n/*==========================================\n * COMPANIES\n *=========================================*/\n\nexport const COMPANY_ALIASES: readonly TransferAliasDictionary[] = [\n  {\n    source: SALESFORCE,\n    aliases: {\n      name: ['Account Name'],\n      parentCompany: ['Parent Account', 'Parent Account Name'],\n      accountNumber: ['Account Number'],\n      site: ['Account Site'],\n      type: ['Type', 'Account Type'],\n      industry: ['Industry'],\n      annualRevenue: ['Annual Revenue'],\n      rating: ['Rating', 'Account Rating'],\n      phone: ['Phone', 'Account Phone'],\n      fax: ['Fax', 'Account Fax'],\n      website: ['Website'],\n      tickerSymbol: ['Ticker Symbol'],\n      ownership: ['Ownership'],\n      numberOfEmployees: ['Employees'],\n      sicCode: ['SIC Code'],\n      owner: ['Account Owner', 'Account Owner Email'],\n      accountSource: ['Account Source'],\n      notes: ['Description', 'Account Description'],\n      ...address('billing', {\n        street: ['Billing Street', 'Billing Address Line 1'],\n        street2: ['Billing Address Line 2'],\n        city: ['Billing City'],\n        state: ['Billing State/Province', 'Billing State'],\n        postalCode: ['Billing Zip/Postal Code', 'Billing Zip', 'Billing Postal Code'],\n        country: ['Billing Country', 'Billing Country Code'],\n      }),\n      ...address('shipping', {\n        street: ['Shipping Street', 'Shipping Address Line 1'],\n        street2: ['Shipping Address Line 2'],\n        city: ['Shipping City'],\n        state: ['Shipping State/Province', 'Shipping State'],\n        postalCode: ['Shipping Zip/Postal Code', 'Shipping Zip', 'Shipping Postal Code'],\n        country: ['Shipping Country', 'Shipping Country Code'],\n      }),\n    },\n  },\n  {\n    source: HUBSPOT,\n    aliases: {\n      name: ['Company name', 'Name'],\n      domain: ['Company Domain Name', 'Company domain name'],\n      website: ['Website URL'],\n      phone: ['Phone Number'],\n      industry: ['Industry'],\n      type: ['Type'],\n      numberOfEmployees: ['Number of Employees'],\n      annualRevenue: ['Annual Revenue'],\n      parentCompany: ['Parent Company'],\n      owner: ['Company owner'],\n      notes: ['Description'],\n      ...address('billing', {\n        street: ['Street Address'],\n        street2: ['Street Address 2'],\n        city: ['City'],\n        state: ['State/Region'],\n        postalCode: ['Postal Code'],\n        country: ['Country/Region'],\n      }),\n    },\n  },\n  {\n    source: APOLLO,\n    aliases: {\n      name: ['Company', 'Company Name'],\n      website: ['Website'],\n      numberOfEmployees: ['# Employees'],\n      industry: ['Industry'],\n      phone: ['Company Phone'],\n      annualRevenue: ['Annual Revenue'],\n      sicCode: ['SIC Codes'],\n      owner: ['Account Owner'],\n      notes: ['Short Description'],\n      ...address('billing', {\n        street: ['Company Street', 'Company Address'],\n        city: ['Company City'],\n        state: ['Company State'],\n        postalCode: ['Company Postal Code'],\n        country: ['Company Country'],\n      }),\n    },\n  },\n  {\n    source: PIPEDRIVE,\n    aliases: {\n      name: ['Organization - Name', 'Name'],\n      website: ['Organization - Website'],\n      numberOfEmployees: ['Organization - Number of employees'],\n      annualRevenue: ['Organization - Annual revenue'],\n      industry: ['Organization - Industry'],\n      owner: ['Organization - Owner', 'Owner'],\n      tags: ['Organization - Labels', 'Organization - Label', 'Labels', 'Label'],\n      ...address('billing', {\n        street: ['Organization - Address - Street/road name', 'Organization - Address'],\n        city: ['Organization - Address - City/town/village/locality'],\n        state: ['Organization - Address - State/county'],\n        postalCode: ['Organization - Address - ZIP/Postal code'],\n        country: ['Organization - Address - Country'],\n      }),\n    },\n  },\n  {\n    source: OWN,\n    aliases: {\n      name: ['Company'],\n      owner: ['Owner'],\n      ...address('billing', {\n        street: ['Billing address line 1'],\n        street2: ['Billing address line 2'],\n        city: ['Billing city'],\n        state: ['Billing state'],\n        postalCode: ['Billing postal code'],\n        country: ['Billing country'],\n      }),\n      ...address('shipping', {\n        street: ['Shipping address line 1'],\n        street2: ['Shipping address line 2'],\n        city: ['Shipping city'],\n        state: ['Shipping state'],\n        postalCode: ['Shipping postal code'],\n        country: ['Shipping country'],\n      }),\n    },\n  },\n]\n\n/*==========================================\n * LEADS (AGL-3528)\n *=========================================*/\n\nexport const LEAD_ALIASES: readonly TransferAliasDictionary[] = [\n  {\n    source: SALESFORCE,\n    aliases: {\n      salutation: ['Salutation'],\n      firstName: ['First Name'],\n      lastName: ['Last Name'],\n      name: ['Full Name', 'Lead Name'],\n      email: ['Email'],\n      company: ['Company', 'Company / Account'],\n      jobTitle: ['Title'],\n      phone: ['Phone'],\n      mobilePhone: ['Mobile Phone', 'Mobile'],\n      fax: ['Fax'],\n      website: ['Website'],\n      industry: ['Industry'],\n      rating: ['Rating'],\n      numberOfEmployees: ['No. of Employees', 'Employees'],\n      annualRevenue: ['Annual Revenue'],\n      status: ['Lead Status'],\n      owner: ['Lead Owner', 'Owner Name'],\n      leadSource: ['Lead Source'],\n      doNotCall: ['Do Not Call'],\n      notes: ['Description'],\n      ...address('address', {\n        street: ['Street', 'Address Line 1'],\n        city: ['City'],\n        state: ['State/Province', 'State'],\n        postalCode: ['Zip/Postal Code', 'Zip', 'Postal Code'],\n        country: ['Country', 'Country Code'],\n      }),\n    },\n  },\n  {\n    source: HUBSPOT,\n    aliases: {\n      firstName: ['First Name'],\n      lastName: ['Last Name'],\n      email: ['Email'],\n      company: ['Company Name'],\n      jobTitle: ['Job Title'],\n      phone: ['Phone Number'],\n      mobilePhone: ['Mobile Phone Number'],\n      website: ['Website URL'],\n      industry: ['Industry'],\n      annualRevenue: ['Annual Revenue'],\n      numberOfEmployees: ['Number of Employees'],\n      status: ['Lead Status'],\n      owner: ['Contact owner'],\n      leadSource: ['Original Source'],\n      ...address('address', {\n        street: ['Street Address'],\n        city: ['City'],\n        state: ['State/Region'],\n        postalCode: ['Postal Code'],\n        country: ['Country/Region'],\n      }),\n    },\n  },\n  {\n    source: APOLLO,\n    aliases: {\n      firstName: ['First Name'],\n      lastName: ['Last Name'],\n      email: ['Email'],\n      company: ['Company', 'Company Name for Emails'],\n      jobTitle: ['Title'],\n      phone: ['Work Direct Phone', 'First Phone', 'Corporate Phone'],\n      mobilePhone: ['Mobile Phone'],\n      website: ['Website'],\n      industry: ['Industry'],\n      numberOfEmployees: ['# Employees'],\n      annualRevenue: ['Annual Revenue'],\n      owner: ['Contact Owner'],\n      tags: ['Lists'],\n      ...address('address', {\n        street: ['Street'],\n        city: ['City'],\n        state: ['State'],\n        postalCode: ['Postal Code'],\n        country: ['Country'],\n      }),\n    },\n  },\n  {\n    source: PIPEDRIVE,\n    aliases: {\n      name: ['Lead - Title', 'Person - Name'],\n      email: ['Person - Email - Work', 'Person - Email'],\n      phone: ['Person - Phone - Work', 'Person - Phone'],\n      company: ['Organization - Name', 'Lead - Organization'],\n      owner: ['Lead - Owner', 'Owner'],\n      tags: ['Lead - Labels', 'Labels'],\n      leadSource: ['Lead - Source', 'Source'],\n    },\n  },\n  {\n    source: OWN,\n    aliases: {\n      owner: ['Owner'],\n      ...address('address', {\n        street: ['Address line 1'],\n        street2: ['Address line 2'],\n        city: ['City'],\n        state: ['State'],\n        postalCode: ['Postal code'],\n        country: ['Country'],\n      }),\n    },\n  },\n]\n\n/*==========================================\n * DEALS (AGL-3528)\n *=========================================*/\n\nexport const DEAL_ALIASES: readonly TransferAliasDictionary[] = [\n  {\n    source: SALESFORCE,\n    aliases: {\n      title: ['Opportunity Name'],\n      externalId: ['Opportunity ID', 'Opportunity Id'],\n      stage: ['Stage'],\n      amount: ['Amount'],\n      expectedClose: ['Close Date'],\n      type: ['Type'],\n      leadSource: ['Lead Source'],\n      nextStep: ['Next Step'],\n      probability: ['Probability (%)', 'Probability'],\n      forecastCategory: ['Forecast Category'],\n      company: ['Account Name'],\n      contact: ['Contact Email', 'Primary Contact Email'],\n      owner: ['Opportunity Owner', 'Owner Name'],\n      campaign: ['Primary Campaign Source'],\n      notes: ['Description'],\n      lostReason: ['Loss Reason', 'Closed Lost Reason'],\n    },\n  },\n  {\n    source: HUBSPOT,\n    aliases: {\n      title: ['Deal Name'],\n      externalId: ['Record ID'],\n      pipeline: ['Pipeline'],\n      stage: ['Deal Stage'],\n      amount: ['Amount'],\n      expectedClose: ['Close Date'],\n      type: ['Deal Type'],\n      owner: ['Deal owner'],\n      company: ['Associated Company'],\n      contact: ['Associated Contact'],\n      lostReason: ['Closed Lost Reason'],\n      notes: ['Deal Description'],\n      forecastCategory: ['Forecast category'],\n      probability: ['Deal probability'],\n      nextStep: ['Next step'],\n    },\n  },\n  {\n    source: PIPEDRIVE,\n    aliases: {\n      title: ['Deal - Title', 'Title'],\n      externalId: ['Deal - ID'],\n      pipeline: ['Deal - Pipeline'],\n      stage: ['Deal - Stage'],\n      amount: ['Deal - Value', 'Value'],\n      expectedClose: ['Deal - Expected close date', 'Expected close date'],\n      owner: ['Deal - Owner'],\n      company: ['Deal - Organization', 'Organization'],\n      contact: ['Person - Email', 'Deal - Contact person email'],\n      probability: ['Deal - Probability'],\n      lostReason: ['Deal - Lost reason'],\n    },\n  },\n]\n\n/*==========================================\n * TASKS (AGL-3528)\n *=========================================*/\n\nexport const TASK_ALIASES: readonly TransferAliasDictionary[] = [\n  {\n    source: SALESFORCE,\n    aliases: {\n      title: ['Subject'],\n      externalId: ['Activity ID', 'Task ID'],\n      type: ['Task Subtype', 'Type'],\n      priority: ['Priority'],\n      status: ['Status'],\n      dueAt: ['Due Date', 'Activity Date'],\n      assignee: ['Assigned To', 'Assigned'],\n      notes: ['Comments'],\n      contact: ['Contact Email'],\n      company: ['Company / Account', 'Account Name'],\n      deal: ['Opportunity Name', 'Related To'],\n    },\n  },\n  {\n    source: HUBSPOT,\n    aliases: {\n      title: ['Task Title'],\n      externalId: ['Record ID'],\n      type: ['Task Type'],\n      priority: ['Priority'],\n      status: ['Task Status'],\n      dueAt: ['Due Date'],\n      assignee: ['Assigned to', 'Activity assigned to'],\n      notes: ['Notes'],\n      contact: ['Associated Contact'],\n      company: ['Associated Company'],\n      deal: ['Associated Deal'],\n    },\n  },\n  {\n    source: PIPEDRIVE,\n    aliases: {\n      title: ['Activity - Subject', 'Subject'],\n      externalId: ['Activity - ID'],\n      type: ['Activity - Type'],\n      dueAt: ['Activity - Due date', 'Due date'],\n      assignee: ['Activity - Assigned to user', 'Assigned to user'],\n      notes: ['Activity - Note', 'Note'],\n      contact: ['Person - Email'],\n      company: ['Organization - Name'],\n      deal: ['Deal - Title'],\n    },\n  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package/src/lib/transfer/common.d.ts

@@ -0,0 +1,222 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { type ConsentGroup, type ContactCustomValue, type ContactFieldDefinition, type CrmFieldObject } from '@aglyn/aglyn/server';
+import type { PicklistValue } from '@aglyn/aglyn/app-utils/picklists';
+import type { AglynPostalAddress } from '@aglyn/aglyn/foundation/definitions/contact.types';
+import { type MatchLookupRequest, type PlannedTransferRow, type TransferPlan } from '@aglyn/aglyn/data-transfer';
+import type { TransferRecordsHooks, TransferLookupResult, TransferLookupTargetHooks, TransferPicklistList, TransferReadOptions, TransferReadPage, TransferResourceContext } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources';
+import { TransferEngineError } from '@aglyn/tenant-data-admin/server/transfer-jobs';
+/** The most values one Firestore `in` filter takes. */
+export declare const IN_LIMIT = 30;
+/** Documents read per page of an export. */
+export declare const EXPORT_PAGE = 500;
+/** Rows written at once by an apply. */
+export declare const APPLY_CONCURRENCY = 8;
+/** A row is started only while this much of the chunk's budget is left. */
+export declare const APPLY_ROW_BUDGET_MS = 3000;
+/** The hooks of a resource that is exported and never imported (`exportOnly`): its reads. */
+export type TransferExportHooks = Omit<TransferRecordsHooks, 'apply' | 'revert'>;
+/** Who is moving CRM records, resolved. */
+export interface CrmTransferEnv {
+    firestore: FirebaseFirestore.Firestore;
+    orgRef: FirebaseFirestore.DocumentReference;
+    org: Record<string, unknown>;
+    orgId: string;
+    /** The site the transfer was opened under, or `null` at the organization level. */
+    hostId: string | null;
+    /** That site's consent group — whose facet a contact is read and written through. */
+    group: ConsentGroup | null;
+    /** What a record must carry to be seen from the site; `null` at the organization level. */
+    siteTokens: string[] | null;
+}
+/** The org, the site and its tokens, for one hook call. */
+export declare function crmTransferEnv(ctx: TransferResourceContext): Promise<CrmTransferEnv>;
+/**
+ * Refuses an act the organization's plan does not include, in the CRM
+ * routes' own answer (`suite-gate.ts`). The transfer gate already asked
+ * (AGL-3555, each resource's `planGate`); a hook asks again where it reads
+ * or writes, so a caller that reaches it without the gate is refused alike.
+ */
+export declare function requireCrmSuite(env: CrmTransferEnv, act: string): void;
+/**
+ * Refuses reading the CRM's own records (not the people files) on a plan
+ * without the CRM: the export route's rule since AGL-2839.
+ */
+export declare function requireCrmRecords(env: CrmTransferEnv, what: string): void;
+/**
+ * The site new records are filed under, or the refusal: every CRM record is
+ * a fact some site met, so an import opened at the organization level must
+ * name one first.
+ */
+export declare function requireSite(env: CrmTransferEnv, what: string): {
+    hostId: string;
+    group: ConsentGroup;
+};
+/** The stamp a record the import creates carries: the site, and who reads it. */
+export declare function creationScope(env: CrmTransferEnv, actorUid: string | null): Record<string, unknown>;
+/** Whether a stored record may be read in this transfer: the site's view, and a scoped reader's own tokens. */
+export declare function visibleIn(env: CrmTransferEnv, visibleTo: unknown, scopeTokens?: readonly string[]): boolean;
+/** The organization's live custom field definitions for one kind of record, as the site reads them. */
+export declare function crmCustomDefinitions(env: CrmTransferEnv, object: CrmFieldObject): Promise<ContactFieldDefinition[]>;
+/**
+ * The lists behind the picklist fields a catalog names: the CRM's own
+ * (`crmPicklists`), the lifecycle stages, and each custom `select` field's
+ * options — a select is a fixed list the import maps onto.
+ */
+export declare function crmPicklistLists(env: CrmTransferEnv, picklistIds: readonly string[], customDefinitions: readonly ContactFieldDefinition[]): Promise<Record<string, TransferPicklistList>>;
+/**
+ * Adds the values the person chose to add to one of the CRM's picklists —
+ * in a transaction, so an admin editing the list at the same moment loses
+ * nothing — skipping an id or a label the list already holds, so a retried
+ * apply adds nothing twice. A value whose meaning only the platform sets
+ * (a lead Qualified by conversion) is never added. Fixed lists (the stages,
+ * a select's options) take nothing.
+ */
+export declare function addCrmPicklistValues(env: CrmTransferEnv, picklistId: string, values: readonly PicklistValue[]): Promise<void>;
+/**
+ * The organization's live campaigns, by lowercased name and by id. A name
+ * two campaigns share resolves to the one placed on the transfer's site
+ * first, as the lead import resolved it.
+ */
+export declare function campaignDirectory(env: CrmTransferEnv): Promise<{
+    byName: Map<string, string>;
+    names: Map<string, string>;
+}>;
+/**
+ * The workspace's members as a lookup target: by id, email or display name,
+ * with names like an unresolved one offered — so a Salesforce report's
+ * "Contact Owner" (a full name) resolves as well as an address does.
+ */
+export declare function crmMembersTarget(): TransferLookupTargetHooks;
+/** Member uid → email, for the owner columns of an export. */
+export declare function crmMemberEmails(orgId: string): Promise<Map<string, string>>;
+/** A list's filter, as the export dialog carries it: the plan the list's own query was built from. */
+export interface CrmExportFilter {
+    filters: Array<{
+        path: string;
+        op: FirebaseFirestore.WhereFilterOp;
+        value: unknown;
+    }>;
+    orderBy: {
+        path: string;
+        direction: 'asc' | 'desc';
+    };
+}
+/** The list's filter, read from an untrusted body, or the refusal. */
+export declare function readExportFilter(raw: Readonly<Record<string, unknown>> | undefined): CrmExportFilter | null;
+/**
+ * The query an export reads: the list's filter, or every record the site
+ * (or the scoped reader) sees, in document order. A list filter already
+ * carries the reader's `visibleTo` clause when they are scoped, as the
+ * rules require of the list; a filter that lacks it gets one, when it has
+ * no other array clause, and is refused otherwise — so the count is exact
+ * and no record outside the reader's scope is ever read.
+ */
+export declare function crmExportQuery(env: CrmTransferEnv, collection: FirebaseFirestore.CollectionReference, options: TransferReadOptions | undefined): FirebaseFirestore.Query;
+/** How many records an export with these options reads. */
+export declare function countCrmExport(env: CrmTransferEnv, collection: FirebaseFirestore.CollectionReference, options: TransferReadOptions, visible: (data: Record<string, unknown>) => boolean): Promise<number>;
+/**
+ * One page of an export: the selection by id (in the order given), or the
+ * query's next page after the cursor. Every document is checked against the
+ * site's and the reader's tokens before it becomes a row.
+ */
+export declare function readCrmExportPage(env: CrmTransferEnv, collection: FirebaseFirestore.CollectionReference, cursor: string | null, options: TransferReadOptions | undefined, visible: (data: Record<string, unknown>) => boolean, toRows: (docs: Array<{
+    id: string;
+    data: Record<string, unknown>;
+}>) => Promise<Array<Record<string, unknown>>>): Promise<TransferReadPage>;
+/**
+ * Records by each requested value of one stored field, thirty to an `in`
+ * query; `fold` turns a requested value into the stored one. The answer is
+ * filed under the value AS REQUESTED, which is the key the engine asks by.
+ */
+export declare function lookupByField(collection: FirebaseFirestore.CollectionReference, request: MatchLookupRequest, storedField: string, fold: (value: string) => string, visible: (data: Record<string, unknown>) => boolean, into: {
+    lookup: Map<string, string[]>;
+    docs: Map<string, Record<string, unknown>>;
+}): Promise<void>;
+/** Records by id, the ones the transfer may read. */
+export declare function lookupById(env: CrmTransferEnv, collection: FirebaseFirestore.CollectionReference, request: MatchLookupRequest, visible: (data: Record<string, unknown>) => boolean, into: {
+    lookup: Map<string, string[]>;
+    docs: Map<string, Record<string, unknown>>;
+}): Promise<void>;
+/** A lookup answer from the documents found, each read into values by `read`. */
+export declare function lookupResult(found: {
+    lookup: Map<string, string[]>;
+    docs: Map<string, Record<string, unknown>>;
+}, read: (id: string, data: Record<string, unknown>) => Record<string, unknown>): TransferLookupResult;
+/** Epoch milliseconds from a stored timestamp (a Firestore `Timestamp`, a `Date` or a number), or `null`. */
+export declare function storedMs(value: unknown): number | null;
+/** An instant as the export writes it (ISO), or `null`. */
+export declare function isoOf(value: unknown): string | null;
+/** A postal address as the six values `<prefix>Street` … `<prefix>Country`. */
+export declare function addressValues(prefix: string, address: unknown): Record<string, string | null>;
+/**
+ * The address a row's parts make, over the one the record holds: a part
+ * the row names (blank clears it) replaces the stored part. `undefined`
+ * when the row names no part; `null` when nothing of the address is left.
+ */
+export declare function addressFromValues(prefix: string, values: Readonly<Record<string, unknown>>, stored: unknown): AglynPostalAddress | null | undefined;
+/** A planned row's values: each changed field's new value. */
+export declare function plannedValues(row: PlannedTransferRow): Record<string, unknown>;
+/** Only `keys` of `values`, each present (a missing one as `null`). */
+export declare function pickValues(values: Readonly<Record<string, unknown>>, keys: Iterable<string>): Record<string, unknown>;
+/** A text value, trimmed, or `''`. */
+export declare function textOf(value: unknown): string;
+/** A lookup cell's display key, for caching records a chunk creates by name. */
+export declare function nameKey(value: string): string;
+/** The custom key a `custom:<key>` field id names, or `null`. */
+export declare function customKeyOf(fieldId: string): string | null;
+/**
+ * A stored custom value as the file reads it: a date (stored as epoch
+ * milliseconds) as its day, `YYYY-MM-DD`; anything else as stored.
+ */
+export declare function customTransferValue(definition: Pick<ContactFieldDefinition, 'type'> | undefined, value: unknown): unknown;
+/** Every custom field a record holds, as `custom:<key>` values. */
+export declare function customTransferValues(definitions: readonly ContactFieldDefinition[], stored: unknown): Record<string, unknown>;
+/**
+ * The custom values a row writes, judged by the CRM's own reader
+ * (`readCrmCustomInput`): a blank clears (`null`), a date is read from its
+ * day. Answers the values, or the first refusal.
+ */
+export declare function customWriteValues(values: Readonly<Record<string, unknown>>, definitions: readonly ContactFieldDefinition[], object: CrmFieldObject): {
+    values: Record<string, ContactCustomValue>;
+} | {
+    error: string;
+};
+/**
+ * Removes the changes `decide` refuses from a plan, as a locked rule's: the
+ * field is listed in the row's `heldBack`, the row gains a `lockedRule`
+ * warning (acknowledged before Apply), and an update left with nothing to
+ * write becomes `unchanged`. For a rule no field policy can say — a stage
+ * that only moves forward, a flag a file may set and never clear.
+ */
+export declare function holdBackChanges(plan: TransferPlan, decide: (row: PlannedTransferRow, change: PlannedTransferRow['diff'][number]) => string | null): TransferPlan;
+/**
+ * `write` over `items`, {@link APPLY_CONCURRENCY} at a time, starting an
+ * item only while the chunk's budget lasts — the engine resumes the chunk
+ * at the next call for whatever is left.
+ */
+export declare function eachWithinBudget<T>(items: readonly T[], timeLeftMs: () => number, write: (item: T) => Promise<void>): Promise<void>;
+/**
+ * The CRM records band for the records one apply call creates beside the
+ * rows' own (a company a contact's company column names): counted once,
+ * then each create admitted from that tally. A plan with an overage rate
+ * always admits.
+ */
+export declare function crmRecordsRoom(env: CrmTransferEnv): () => Promise<boolean>;
+/** A thrown write as the sentence a row's result carries. */
+export declare function failureMessage(error: unknown): string;
+export { TransferEngineError };