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

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

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/transfer/companies.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 * COMPANIES ON THE TRANSFER FRAMEWORK (AGL-3527) — the server half of\n * `crm.companies`.\n *\n * Every field a company holds, its custom fields and its parent company,\n * read for an export and written by an import through the same rules the\n * companies import route kept: the scope stamp of the site that imports, the\n * records band, the org's picklists judging each label, the list's search\n * and filter keys, and a parent that is never the company itself or one\n * under it (`crmCompanyParentRefusal`).\n *\n * A row finds its company by Aglyn ID, then by domain, then by name — each\n * only among the companies the site reads, so two clients of one agency who\n * each hold an \"Acme\" each import into their own.\n *=========================================*/\n\nimport {\n  CRM_COLLECTIONS,\n  CRM_COMPANY_PICKLIST_FIELDS,\n  type ContactFieldDefinition,\n  type CrmPicklist,\n  type CrmPicklistId,\n  crmCompanyListFields,\n  crmCompanyParentId,\n  crmCompanyParentRefusal,\n  crmNewRecordListFields,\n  judgeCrmCompanyPicklists,\n  nameSearchFields,\n  normalizeCompanyDomain,\n  normalizeCompanyText,\n  normalizeCompanyWebsite,\n} from '@aglyn/aglyn/server'\nimport { createResourceUid } from '@aglyn/aglyn/app-utils/create-resource-uid'\nimport { nameSearchKey } from '@aglyn/aglyn/app-utils/name-search'\nimport {\n  planTransferUndo,\n  TRANSFER_ID_FIELD,\n  transferLookupNewName,\n  buildTransferPlan,\n  rankTransferLookupSuggestions,\n  type CurrencyAmount,\n  type PlannedTransferRow,\n  type TransferRowResult,\n  type TransferUndoEntry,\n  type TransferUndoStep,\n} from '@aglyn/aglyn/data-transfer'\nimport type { TransferRecordsHooks } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources'\nimport { restampCrmListFieldsOf } from '@aglyn/tenant-data-admin'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { deleteCrmCompany } from '../server/company-delete'\nimport { COMPANY_ALIASES } from './aliases'\nimport {\n  addCrmPicklistValues,\n  addressFromValues,\n  addressValues,\n  countCrmExport,\n  creationScope,\n  crmCustomDefinitions,\n  crmMemberEmails,\n  crmMembersTarget,\n  crmPicklistLists,\n  crmRecordsRoom,\n  crmTransferEnv,\n  type CrmTransferEnv,\n  customTransferValues,\n  customWriteValues,\n  eachWithinBudget,\n  failureMessage,\n  IN_LIMIT,\n  isoOf,\n  lookupByField,\n  lookupById,\n  lookupResult,\n  nameKey,\n  pickValues,\n  plannedValues,\n  readCrmExportPage,\n  requireCrmRecords,\n  requireCrmSuite,\n  requireSite,\n  textOf,\n  TransferEngineError,\n  visibleIn,\n} from './common'\nimport {\n  COMPANY_TRANSFER_DERIVED,\n  COMPANY_TRANSFER_FIELDS,\n  COMPANY_TRANSFER_GROUPS,\n  CRM_MEMBERS_TARGET,\n  CRM_TIMESTAMP_FIELDS,\n  crmCustomTransferFields,\n} from './fields'\n\nconst companiesOf = (env: CrmTransferEnv) => env.orgRef.collection(CRM_COLLECTIONS.companies)\n\n/** The text fields stored as typed, each capped. */\nconst TEXT_FIELDS = ['accountNumber', 'site', 'tickerSymbol', 'sicCode'] as const\n\n/** A stored revenue as the file reads it: its amount and its currency. */\nfunction revenueOf(company: Record<string, unknown>): CurrencyAmount | null {\n  const cents = company['annualRevenueCents']\n  if (typeof cents !== 'number' || !Number.isFinite(cents)) return null\n  return { amountMinor: cents, currency: String(company['currency'] || 'usd').toUpperCase() }\n}\n\n/**\n * One company as values by field id. `ids` is how a lookup and an undo\n * read it — a parent and an owner by id, so the plan compares what is\n * stored; an export writes their names instead (`names`).\n */\nexport function companyTransferValues(\n  id: string,\n  company: Record<string, unknown>,\n  definitions: readonly ContactFieldDefinition[],\n  names?: { owner: (uid: string) => string | undefined; parent: (id: string) => string | undefined },\n): Record<string, unknown> {\n  const ownerUid = textOf(company['ownerUid']) || null\n  const parentId = crmCompanyParentId(company['parentCompanyId'])\n  const revenue = revenueOf(company)\n  return {\n    name: textOf(company['name']) || null,\n    domain: textOf(company['domain']) || null,\n    website: textOf(company['website']) || null,\n    phone: textOf(company['phone']) || null,\n    fax: textOf(company['fax']) || null,\n    parentCompany: parentId ? (names ? (names.parent(parentId) ?? parentId) : parentId) : null,\n    ...Object.fromEntries(\n      CRM_COMPANY_PICKLIST_FIELDS.map(({ field }) => [field, textOf(company[field]) || null]),\n    ),\n    ...Object.fromEntries(TEXT_FIELDS.map((field) => [field, textOf(company[field]) || null])),\n    numberOfEmployees: typeof company['numberOfEmployees'] === 'number' ? company['numberOfEmployees'] : null,\n    annualRevenue: revenue\n      ? names\n        ? `${(revenue.amountMinor / 100).toFixed(2)} ${revenue.currency}`\n        : revenue\n      : null,\n    ...addressValues('billing', company['address']),\n    ...addressValues('shipping', company['shippingAddress']),\n    owner: ownerUid ? (names ? (names.owner(ownerUid) ?? ownerUid) : ownerUid) : null,\n    tags: Array.isArray(company['tags']) ? (company['tags'] as string[]) : [],\n    notes: textOf(company['notes']) || null,\n    contactsCount: typeof company['contactsCount'] === 'number' ? company['contactsCount'] : 0,\n    createdAt: isoOf(company['createdAt']),\n    updatedAt: isoOf(company['updatedAt']),\n    ...customTransferValues(definitions, company['custom']),\n    [TRANSFER_ID_FIELD]: id,\n  }\n}\n\n/**\n * The stored fields a row's values make, over the company as it stands:\n * each field normalized the way the company drawer and the old import\n * stored it; `null` for a field the row clears.\n */\nfunction storedFieldsFor(\n  values: Readonly<Record<string, unknown>>,\n  current: Record<string, unknown>,\n): { fields: Record<string, unknown>; error?: string } {\n  const fields: Record<string, unknown> = {}\n  const set = (field: string, value: unknown) => {\n    fields[field] = value === null || value === undefined || value === '' ? null : value\n  }\n  if ('name' in values) {\n    const name = normalizeCompanyText(values['name']).slice(0, 120)\n    if (!name) return { fields, error: 'A company needs a name.' }\n    Object.assign(fields, nameSearchFields(name))\n  }\n  if ('domain' in values) {\n    const text = textOf(values['domain'])\n    const domain = text ? normalizeCompanyDomain(text) : null\n    if (text && !domain) return { fields, error: `“${text}” is not a domain.` }\n    set('domain', domain)\n  }\n  if ('website' in values) {\n    const text = textOf(values['website'])\n    const website = text ? normalizeCompanyWebsite(text) : null\n    if (text && !website) return { fields, error: `“${text}” is not a web address.` }\n    set('website', website)\n  }\n  for (const field of ['phone', 'fax'] as const) if (field in values) set(field, textOf(values[field]) || null)\n  for (const field of TEXT_FIELDS) {\n    if (field in values) set(field, normalizeCompanyText(values[field]) || null)\n  }\n  if ('numberOfEmployees' in values) set('numberOfEmployees', values['numberOfEmployees'] ?? null)\n  if ('annualRevenue' in values) {\n    const revenue = values['annualRevenue'] as CurrencyAmount | null\n    if (revenue && typeof revenue === 'object') {\n      fields['annualRevenueCents'] = revenue.amountMinor\n      fields['currency'] = String(revenue.currency || 'usd').toLowerCase()\n    } else {\n      fields['annualRevenueCents'] = null\n    }\n  }\n  const billing = addressFromValues('billing', values, current['address'])\n  if (billing !== undefined) set('address', billing)\n  const shipping = addressFromValues('shipping', values, current['shippingAddress'])\n  if (shipping !== undefined) set('shippingAddress', shipping)\n  if ('owner' in values) set('ownerUid', textOf(values['owner']) || null)\n  if ('tags' in values) fields['tags'] = Array.isArray(values['tags']) ? values['tags'] : []\n  if ('notes' in values) set('notes', textOf(values['notes']).slice(0, 4000) || null)\n  return { fields }\n}\n\n/** Fields as an update writes them: a cleared field is deleted. */\nfunction asUpdate(fields: Record<string, unknown>): Record<string, unknown> {\n  return Object.fromEntries(\n    Object.entries(fields).map(([key, value]) => [key, value === null ? FieldValue.delete() : value]),\n  )\n}\n\n/** Fields as a create writes them: a cleared field is simply absent. */\nfunction asCreate(fields: Record<string, unknown>): Record<string, unknown> {\n  return Object.fromEntries(Object.entries(fields).filter(([, value]) => value !== null && value !== undefined))\n}\n\n/** The values of a chunk's companies as `companyTransferValues` reads them, by id. */\nasync function readCompanies(\n  env: CrmTransferEnv,\n  ids: readonly string[],\n  definitions: readonly ContactFieldDefinition[],\n): Promise<Map<string, Record<string, unknown>>> {\n  const out = new Map<string, Record<string, unknown>>()\n  for (let at = 0; at < ids.length; at += 500) {\n    const page = ids.slice(at, at + 500)\n    if (!page.length) continue\n    for (const snapshot of await env.firestore.getAll(...page.map((id) => companiesOf(env).doc(id)))) {\n      if (snapshot.exists) out.set(snapshot.id, companyTransferValues(snapshot.id, snapshot.data() ?? {}, definitions))\n    }\n  }\n  return out\n}\n\n/**\n * The company a name names in this site's view, or one created for it —\n * once per name per apply call, and found again (by `nameLower`) when a\n * retried chunk asks after a create that already landed. `null` when the\n * records band has no room.\n */\nexport async function companyForName(\n  env: CrmTransferEnv,\n  name: string,\n  actorUid: string | null,\n  cache: Map<string, Promise<{ id: string; name: string } | null>>,\n  admit: () => Promise<boolean>,\n): Promise<{ id: string; name: string } | null> {\n  const key = nameKey(name)\n  let pending = cache.get(key)\n  if (!pending) {\n    pending = (async () => {\n      const fields = nameSearchFields(normalizeCompanyText(name).slice(0, 120))\n      const found = await companiesOf(env).where('nameLower', '==', fields.nameLower).limit(10).get()\n      const seen = found.docs.find((doc) => visibleIn(env, doc.get('visibleTo')))\n      if (seen) return { id: seen.id, name: String(seen.get('name') ?? fields.name) }\n      if (!(await admit())) return null\n      const scope = creationScope(env, actorUid)\n      const ref = companiesOf(env).doc(createResourceUid())\n      await ref.set({\n        ...fields,\n        tags: [],\n        ...scope,\n        ...crmNewRecordListFields('companies', { ...fields, ...scope }),\n      })\n      return { id: ref.id, name: fields.name }\n    })()\n    cache.set(key, pending)\n  }\n  return pending\n}\n\n/** The parent a row names, as an id: a chosen record, or one the import creates by name. */\nasync function parentIdFor(\n  env: CrmTransferEnv,\n  value: unknown,\n  actorUid: string | null,\n  cache: Map<string, Promise<{ id: string; name: string } | null>>,\n  admit: () => Promise<boolean>,\n): Promise<string | null> {\n  if (value === null || value === undefined || value === '') return null\n  const create = transferLookupNewName(value)\n  if (create) {\n    const company = await companyForName(env, create, actorUid, cache, admit)\n    if (!company) throw new TransferEngineError('invalid', 422, 'The CRM records limit has no room for the parent company.')\n    return company.id\n  }\n  return String(value)\n}\n\n/** Why a parent cannot sit over this company, read through the site's view. */\nasync function parentRefusal(env: CrmTransferEnv, companyId: string | null, parentId: string): Promise<string | null> {\n  return crmCompanyParentRefusal(companyId, parentId, async (id) => {\n    const snapshot = await companiesOf(env).doc(id).get()\n    if (!snapshot.exists || !visibleIn(env, snapshot.get('visibleTo'))) return null\n    return { parentCompanyId: crmCompanyParentId(snapshot.get('parentCompanyId')) }\n  })\n}\n\n/** The org's list behind each company picklist field. */\nasync function companyPicklists(env: CrmTransferEnv): Promise<Partial<Record<CrmPicklistId, CrmPicklist>>> {\n  const ids = [...new Set(CRM_COMPANY_PICKLIST_FIELDS.map((entry) => entry.picklistId))]\n  const lists = await crmPicklistLists(env, ids, [])\n  return Object.fromEntries(ids.map((id) => [id, lists[id]?.set])) as Partial<Record<CrmPicklistId, CrmPicklist>>\n}\n\n/** The `crm.companies` hooks. */\nexport function companiesTransferResource(): TransferRecordsHooks {\n  return {\n    async fields(ctx) {\n      const env = await crmTransferEnv(ctx)\n      return {\n        standard: COMPANY_TRANSFER_FIELDS,\n        derived: COMPANY_TRANSFER_DERIVED,\n        system: CRM_TIMESTAMP_FIELDS,\n        custom: crmCustomTransferFields(await crmCustomDefinitions(env, 'company'), 'company'),\n        groups: COMPANY_TRANSFER_GROUPS,\n      }\n    },\n    matchKeys: [\n      { fieldId: TRANSFER_ID_FIELD, normalizer: 'aglynId' },\n      { fieldId: 'domain', normalizer: 'domain' },\n      { fieldId: 'name', normalizer: 'caseless' },\n    ],\n    aliases: COMPANY_ALIASES,\n    lookupTargets: { [CRM_MEMBERS_TARGET]: crmMembersTarget() },\n\n    async count(ctx, options) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmRecords(env, 'companies')\n      return countCrmExport(env, companiesOf(env), options, (data) => visibleIn(env, data['visibleTo'], options.scopeTokens))\n    },\n\n    async readPage(ctx, cursor, fieldIds, options) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmRecords(env, 'companies')\n      const definitions = await crmCustomDefinitions(env, 'company')\n      const emails = fieldIds.includes('owner') ? await crmMemberEmails(env.orgId) : new Map<string, string>()\n      return readCrmExportPage(\n        env,\n        companiesOf(env),\n        cursor,\n        options,\n        (data) => visibleIn(env, data['visibleTo'], options?.scopeTokens),\n        async (docs) => {\n          const parentIds = fieldIds.includes('parentCompany')\n            ? [...new Set(docs.map((doc) => crmCompanyParentId(doc.data['parentCompanyId'])).filter((id): id is string => Boolean(id)))]\n            : []\n          const parents = new Map<string, string>()\n          if (parentIds.length) {\n            for (const snapshot of await env.firestore.getAll(...parentIds.map((id) => companiesOf(env).doc(id)))) {\n              if (snapshot.exists) parents.set(snapshot.id, String(snapshot.get('name') ?? snapshot.id))\n            }\n          }\n          return docs.map((doc) =>\n            pickValues(\n              companyTransferValues(doc.id, doc.data, definitions, {\n                owner: (uid) => emails.get(uid),\n                parent: (id) => parents.get(id),\n              }),\n              fieldIds,\n            ),\n          )\n        },\n      )\n    },\n\n    async lookup(ctx, requests) {\n      const env = await crmTransferEnv(ctx)\n      const definitions = await crmCustomDefinitions(env, 'company')\n      const visible = (data: Record<string, unknown>) => visibleIn(env, data['visibleTo'])\n      const found = { lookup: new Map<string, string[]>(), docs: new Map<string, Record<string, unknown>>() }\n      for (const request of requests) {\n        if (request.fieldId === TRANSFER_ID_FIELD) await lookupById(env, companiesOf(env), request, visible, found)\n        else if (request.fieldId === 'domain') {\n          await lookupByField(companiesOf(env), request, 'domain', (value) => normalizeCompanyDomain(value) ?? '', visible, found)\n        } else if (request.fieldId === 'name') {\n          await lookupByField(companiesOf(env), request, 'nameLower', (value) => nameSearchKey(value), visible, found)\n        }\n      }\n      return lookupResult(found, (id, data) => companyTransferValues(id, data, definitions))\n    },\n\n    async suggest(ctx, request) {\n      const env = await crmTransferEnv(ctx)\n      const answer: Record<string, ReturnType<typeof rankTransferLookupSuggestions>> = {}\n      for (const value of request.values) {\n        // Companies whose name starts with the value's first word: a prefix\n        // range on `nameLower`, the field the list's own search reads.\n        const first = nameSearchKey(value).split(' ')[0] ?? ''\n        if (first.length < 2) {\n          answer[value] = []\n          continue\n        }\n        const snapshot = await companiesOf(env)\n          .where('nameLower', '>=', first)\n          .where('nameLower', '<', `${first}`)\n          .limit(IN_LIMIT)\n          .get()\n        const candidates = snapshot.docs\n          .filter((doc) => visibleIn(env, doc.get('visibleTo')))\n          .map((doc) => ({ recordId: doc.id, label: String(doc.get('name') ?? doc.id) }))\n        answer[value] = rankTransferLookupSuggestions(value, candidates)\n      }\n      return answer\n    },\n\n    async picklists(ctx, ids) {\n      const env = await crmTransferEnv(ctx)\n      return crmPicklistLists(env, ids, await crmCustomDefinitions(env, 'company'))\n    },\n\n    async addPicklistValues(ctx, picklistId, values) {\n      await addCrmPicklistValues(await crmTransferEnv(ctx), picklistId, values)\n    },\n\n    lockedRules: () => [\n      {\n        fieldId: 'parentCompany',\n        reason: 'A company can never sit under itself or a company under it; such a parent is refused for that row.',\n      },\n    ],\n\n    async plan(ctx, input) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmSuite(env, 'Importing companies')\n      requireSite(env, 'companies')\n      return buildTransferPlan(input)\n    },\n\n    async apply(ctx, chunk, writer) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmSuite(env, 'Importing companies')\n      requireSite(env, 'companies')\n      const definitions = await crmCustomDefinitions(env, 'company')\n      const picklists = await companyPicklists(env)\n      const admit = crmRecordsRoom(env)\n      const created = new Map<string, Promise<{ id: string; name: string } | null>>()\n      const results: TransferRowResult[] = []\n      const undo: TransferUndoEntry[] = []\n      const rows = chunk.rows as PlannedTransferRow[]\n\n      await eachWithinBudget(rows, () => writer.timeLeftMs(), async (row) => {\n        const earlier = await writer.alreadyApplied(row.index)\n        if (earlier) {\n          results.push(earlier)\n          return\n        }\n        let result: TransferRowResult\n        let entry: TransferUndoEntry | undefined\n        try {\n          const values = plannedValues(row)\n          const ref = row.verdict === 'update' && row.recordId ? companiesOf(env).doc(row.recordId) : null\n          const current = ref ? ((await ref.get()).data() ?? null) : {}\n          if (!current) throw new TransferEngineError('notFound', 404, 'That company no longer exists.')\n          const before = ref ? companyTransferValues(ref.id, current, definitions) : null\n          const { fields, error } = storedFieldsFor(values, current)\n          if (error) throw new TransferEngineError('invalid', 422, error)\n          const requested = Object.fromEntries(\n            CRM_COMPANY_PICKLIST_FIELDS.filter(({ field }) => field in values).map(({ field }) => [field, values[field] ?? null]),\n          )\n          const judged = judgeCrmCompanyPicklists(picklists, requested, { current, created: !ref })\n          const refused = Object.entries(judged.errors)[0]\n          if (refused) throw new TransferEngineError('invalid', 422, refused[1])\n          for (const [field, value] of Object.entries(judged.values)) fields[field] = value ?? null\n          const custom = customWriteValues(values, definitions, 'company')\n          if ('error' in custom) throw new TransferEngineError('invalid', 422, custom.error)\n          if ('parentCompany' in values) {\n            const parentId = await parentIdFor(env, values['parentCompany'], ctx.actorUid, created, admit)\n            if (parentId) {\n              const refusal = await parentRefusal(env, ref?.id ?? null, parentId)\n              if (refusal) throw new TransferEngineError('invalid', 422, refusal)\n            }\n            fields['parentCompanyId'] = parentId ?? null\n          }\n\n          if (ref) {\n            const next = { ...current, ...fields }\n            await ref.update({\n              ...asUpdate(fields),\n              ...Object.fromEntries(Object.entries(custom.values).map(([key, value]) => [`custom.${key}`, value])),\n              ...crmCompanyListFields(next),\n              updatedAt: FieldValue.serverTimestamp(),\n            })\n            const after = (await readCompanies(env, [ref.id], definitions)).get(ref.id) ?? {}\n            const changed = row.diff.map((change) => change.fieldId)\n            result = { row: row.index, outcome: 'updated', recordId: ref.id }\n            entry = {\n              row: row.index,\n              recordId: ref.id,\n              action: 'updated',\n              previous: pickValues(before ?? {}, changed),\n              written: pickValues(after, changed),\n            }\n          } else {\n            if (!(await admit())) throw new TransferEngineError('invalid', 422, 'The CRM records limit is reached.')\n            const scope = creationScope(env, ctx.actorUid)\n            const stored = asCreate(fields)\n            const createdRef = companiesOf(env).doc(createResourceUid())\n            await createdRef.set({\n              ...stored,\n              tags: Array.isArray(stored['tags']) ? stored['tags'] : [],\n              ...(Object.keys(custom.values).length ? { custom: custom.values } : {}),\n              ...scope,\n              ...crmNewRecordListFields('companies', { ...stored, ...scope }),\n            })\n            const after = (await readCompanies(env, [createdRef.id], definitions)).get(createdRef.id) ?? {}\n            result = { row: row.index, outcome: 'created', recordId: createdRef.id }\n            entry = {\n              row: row.index,\n              recordId: createdRef.id,\n              action: 'created',\n              written: pickValues(after, row.diff.map((change) => change.fieldId)),\n            }\n          }\n        } catch (error) {\n          result = { row: row.index, outcome: 'failed', ...(row.recordId ? { recordId: row.recordId } : {}), message: failureMessage(error) }\n          entry = undefined\n        }\n        await writer.markApplied(result, entry)\n        results.push(result)\n        if (entry) undo.push(entry)\n      })\n      return { results, undo }\n    },\n\n    async revert(ctx, snapshot, decisions) {\n      const env = await crmTransferEnv(ctx)\n      const definitions = await crmCustomDefinitions(env, 'company')\n      const done: TransferUndoStep[] = []\n      const conflicts: TransferUndoStep[] = []\n      const current = await readCompanies(env, snapshot.entries.map((entry) => entry.recordId), definitions)\n      const touched: FirebaseFirestore.DocumentReference[] = []\n      for (const entry of snapshot.entries) {\n        const step = planTransferUndo(entry, current.get(entry.recordId) ?? null)\n        if (step.action === 'conflict' && decisions?.[entry.recordId] !== 'revert') {\n          if (decisions?.[entry.recordId] === 'keep') done.push({ action: 'nothing', recordId: entry.recordId, why: 'alreadyReverted' })\n          else conflicts.push(step)\n          continue\n        }\n        if (step.action === 'nothing') {\n          done.push(step)\n          continue\n        }\n        if (entry.action === 'created') {\n          await deleteCrmCompany(env.firestore, env.orgRef, entry.recordId)\n          done.push({ action: 'delete', recordId: entry.recordId })\n          continue\n        }\n        const values = step.action === 'restore' || step.action === 'conflict' ? step.values : {}\n        const ref = companiesOf(env).doc(entry.recordId)\n        const stored = (await ref.get()).data() ?? {}\n        const { fields } = storedFieldsFor(values, stored)\n        for (const { field } of CRM_COMPANY_PICKLIST_FIELDS) {\n          if (field in values) fields[field] = (values[field] as string | null) ?? null\n        }\n        if ('parentCompany' in values) fields['parentCompanyId'] = (values['parentCompany'] as string | null) ?? null\n        for (const [fieldId, value] of Object.entries(values)) {\n          if (fieldId.startsWith('custom:')) {\n            const key = fieldId.slice('custom:'.length)\n            const definition = definitions.find((one) => one.key === key)\n            fields[`custom.${key}`] =\n              definition?.type === 'date' && typeof value === 'string' ? Date.parse(value) : (value ?? null)\n          }\n        }\n        await ref.update({\n          ...asUpdate(fields),\n          ...crmCompanyListFields({ ...stored, ...fields }),\n          updatedAt: FieldValue.serverTimestamp(),\n        })\n        touched.push(ref)\n        done.push(step)\n      }\n      if (touched.length) await restampCrmListFieldsOf(touched, 'companies').catch(() => undefined)\n      return { done, conflicts }\n    },\n  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package/src/lib/transfer/contacts.d.ts

@@ -0,0 +1,31 @@
+/**
+ * @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 ContactFieldDefinition } from '@aglyn/aglyn/server';
+import type { TransferRecordsHooks } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources';
+/** The sentence an imported person's timeline opens with. */
+export declare const CONTACT_TRANSFER_INTERACTION_SUMMARY = "Imported from a file";
+/**
+ * One contact as values by field id, read through one holder's facet. A
+ * lookup and an undo read links by id (`ids`), so the plan compares what is
+ * stored; an export writes names a file can carry back (`names`).
+ */
+export declare function contactTransferValues(id: string, contact: Record<string, unknown>, group: ConsentGroup, definitions: readonly ContactFieldDefinition[], names?: {
+    owner: (uid: string) => string | undefined;
+    manager: (id: string) => string | undefined;
+}): Record<string, unknown>;
+/** The `crm.contacts` hooks. */
+export declare function contactsTransferResource(): TransferRecordsHooks;