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

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

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/transfer/deals.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 * DEALS ON THE TRANSFER FRAMEWORK (AGL-3528) — the server half of\n * `crm.deals`.\n *\n * Every field a deal holds, its custom fields and its contact roles, read\n * for an export and written by an import the way the deals import route\n * wrote them — the pipeline and the stage by name, the scope stamp of the\n * importing site, the records band, the org's lists judging each label, the\n * list's search and filter keys — and now FOUND again: a row matches its\n * deal by Aglyn ID or by the external id another CRM gave it, so a file\n * imported twice updates rather than duplicating every deal.\n *\n * The contact, the company and every contact role name records, resolved\n * as lookups (a contact by email, a company by domain or name).\n *\n * A matched deal's pipeline and stage are locked: a stage moves on the\n * board, where the move tells automations and makes a won deal's contact a\n * customer, never as a side effect of a file.\n *=========================================*/\n\nimport {\n  checkCrmRecordsQuota,\n  CRM_COLLECTIONS,\n  CRM_FORECAST_CATEGORIES,\n  CRM_FORECAST_CATEGORY_LABELS,\n  type ContactFieldDefinition,\n  type CrmDealContactRole,\n  type CrmDealStage,\n  type CrmPipeline,\n  crmListFields,\n  crmPicklistDefaultLabel,\n  crmNewRecordListFields,\n  dealContactRoleFields,\n  dealContactRolesOf,\n  dealContactRolesWithPrimary,\n  dealStageForecastCategory,\n  isCrmForecastCategory,\n  isPipelineArchived,\n  judgeDealContactRoles,\n  nameSearchKey,\n} from '@aglyn/aglyn/server'\nimport { createResourceUid } from '@aglyn/aglyn/app-utils/create-resource-uid'\nimport {\n  buildTransferPlan,\n  planTransferUndo,\n  rankTransferLookupSuggestions,\n  TRANSFER_ID_FIELD,\n  transferLookupNewName,\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 { crmRecordsQuotaForOrg, restampCrmListFieldsOf } from '@aglyn/tenant-data-admin'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { DEAL_ALIASES } from './aliases'\nimport {\n  addCrmPicklistValues,\n  campaignDirectory,\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  pickValues,\n  plannedValues,\n  readCrmExportPage,\n  requireCrmRecords,\n  requireCrmSuite,\n  requireSite,\n  storedMs,\n  textOf,\n  TransferEngineError,\n  visibleIn,\n} from './common'\nimport { companyForName } from './companies'\nimport {\n  CRM_MEMBERS_TARGET,\n  CRM_TIMESTAMP_FIELDS,\n  crmCustomTransferFields,\n  DEAL_TRANSFER_DERIVED,\n  DEAL_TRANSFER_FIELDS,\n  DEAL_TRANSFER_GROUPS,\n} from './fields'\n\nconst SUITE_ACT = 'Importing deals'\n\n/** The currency a deal carries when the file names none — the deal form's own. */\nconst DEFAULT_CURRENCY = 'usd'\n\n/** How a deal's status reads in a file. */\nconst STATUS_LABELS: Readonly<Record<string, string>> = { open: 'Open', won: 'Won', lost: 'Lost' }\n\nconst dealsOf = (env: CrmTransferEnv) => env.orgRef.collection(CRM_COLLECTIONS.deals)\nconst contactsOf = (env: CrmTransferEnv) => env.orgRef.collection('contacts')\n\n/** A pipeline the site may file into, with its stages in order. */\ninterface PipelineChoice {\n  id: string\n  pipeline: CrmPipeline\n  stages: CrmDealStage[]\n}\n\n/** Every pipeline the site sees, archived ones included (an export names them), in read order. */\nasync function readPipelines(env: CrmTransferEnv): Promise<PipelineChoice[]> {\n  const snapshot = await env.orgRef.collection(CRM_COLLECTIONS.pipelines).get()\n  return snapshot.docs\n    .map((doc) => ({ id: doc.id, pipeline: doc.data() as CrmPipeline }))\n    .filter((entry) => visibleIn(env, entry.pipeline.visibleTo))\n    .map((entry) => ({ ...entry, stages: [...(entry.pipeline.stages ?? [])].sort((a, b) => a.order - b.order) }))\n}\n\n/**\n * The pipeline and stage a new deal is filed in: by name (case and spacing\n * aside) among the active pipelines, or the default pipeline and its first\n * open stage when the row names none. `null` names what could not be found.\n */\nexport function placeDeal(\n  choices: readonly PipelineChoice[],\n  pipelineName: string,\n  stageName: string,\n): { pipeline: PipelineChoice; stage: CrmDealStage } | { error: string } {\n  const active = choices.filter((choice) => !isPipelineArchived(choice.pipeline))\n  const pipeline = pipelineName\n    ? active.find((choice) => nameSearchKey(choice.pipeline.name ?? '') === nameSearchKey(pipelineName))\n    : (active.find((choice) => choice.pipeline.isDefault) ?? (active.length === 1 ? active[0] : undefined))\n  if (!pipeline) {\n    return { error: pipelineName ? `No pipeline is called “${pipelineName}”.` : 'Name the pipeline: this workspace has several.' }\n  }\n  const stage = stageName\n    ? pipeline.stages.find((candidate) => nameSearchKey(candidate.name ?? '') === nameSearchKey(stageName))\n    : (pipeline.stages.find((candidate) => candidate.kind === 'open') ?? pipeline.stages[0])\n  if (!stage) return { error: `“${pipeline.pipeline.name}” has no stage called “${stageName}”.` }\n  return { pipeline, stage }\n}\n\n/** A stored day (epoch ms at local noon) as the file reads it, `YYYY-MM-DD`. */\nfunction dayOf(ms: unknown): string | null {\n  const value = storedMs(ms)\n  return value === null ? null : new Date(value).toISOString().slice(0, 10)\n}\n\n/** A day the file names as the stored epoch: noon UTC, so the calendar day survives every zone. */\nfunction storedDay(value: unknown): number | null {\n  const text = textOf(value)\n  if (!/^\\d{4}-\\d{2}-\\d{2}$/.test(text)) return null\n  return Date.parse(`${text}T12:00:00.000Z`)\n}\n\n/**\n * The words written in place of stored ids. An export names every link; a\n * lookup names only what a file can only name in words — the pipeline, the\n * stage, the people in the contact roles — and keeps the links a lookup\n * column resolves to ids as ids, so the plan compares like with like.\n */\ninterface DealNames {\n  /** Amounts as `1250.00 USD` rather than an amount and a currency. */\n  display?: boolean\n  owner?: (uid: string) => string | undefined\n  contact?: (id: string) => string | undefined\n  company?: (id: string) => string | undefined\n  campaign?: (id: string) => string | undefined\n  pipeline?: (id: string) => string | undefined\n  stage?: (pipelineId: string, stageId: string) => string | undefined\n  /** Who a contact role names: an email. */\n  roleContact?: (id: string) => string | undefined\n}\n\n/** A deal's contact roles as one cell: `email (Role)`, the Primary first, `; ` between. */\nfunction rolesCell(roles: readonly CrmDealContactRole[], contact: (id: string) => string | undefined): string | null {\n  const ordered = [...roles].sort((a, b) => Number(b.primary) - Number(a.primary))\n  const cell = ordered\n    .map((row) => {\n      const who = contact(row.contactId) ?? row.contactId\n      return row.role ? `${who} (${row.role})` : who\n    })\n    .join('; ')\n  return cell || null\n}\n\n/** A contact roles cell read back: each person and the role in parentheses after them. */\nexport function parseRolesCell(value: unknown): Array<{ who: string; role: string }> {\n  return textOf(value)\n    .split(/[;\\n]+/)\n    .map((part) => part.trim())\n    .filter(Boolean)\n    .map((part) => {\n      const match = /^(.*?)\\s*\\(([^)]*)\\)\\s*$/.exec(part)\n      return match ? { who: (match[1] as string).trim(), role: (match[2] as string).trim() } : { who: part, role: '' }\n    })\n}\n\n/**\n * One deal as values by field id. A lookup and an undo read links by id\n * so the plan compares what is stored; an export writes names.\n */\nexport function dealTransferValues(\n  id: string,\n  deal: Record<string, unknown>,\n  definitions: readonly ContactFieldDefinition[],\n  names?: DealNames,\n): Record<string, unknown> {\n  const text = (value: unknown) => textOf(value) || null\n  const pipelineId = textOf(deal['pipelineId'])\n  const stageId = textOf(deal['stageId'])\n  const amount = typeof deal['amountCents'] === 'number' ? (deal['amountCents'] as number) : null\n  const currency = String(deal['currency'] || DEFAULT_CURRENCY).toUpperCase()\n  const ownerUid = text(deal['ownerUid'])\n  const contactId = text(deal['contactId'])\n  const companyId = text(deal['companyId'])\n  const campaignId = text(deal['campaignId'])\n  const roles = dealContactRolesOf(deal)\n  const forecast = isCrmForecastCategory(deal['forecastCategory'])\n    ? CRM_FORECAST_CATEGORY_LABELS[deal['forecastCategory']]\n    : null\n  const named = <T extends unknown[]>(resolve: ((...args: T) => string | undefined) | undefined, fallback: string, ...args: T) =>\n    resolve?.(...args) || fallback\n  return {\n    title: text(deal['title']),\n    externalId: text(deal['externalId']),\n    pipeline: pipelineId ? named(names?.pipeline, pipelineId, pipelineId) : null,\n    stage: stageId ? named(names?.stage, stageId, pipelineId, stageId) : null,\n    status: STATUS_LABELS[textOf(deal['status'])] ?? null,\n    amount: amount === null ? null : names?.display ? `${(amount / 100).toFixed(2)} ${currency}` : { amountMinor: amount, currency },\n    expectedClose: dayOf(deal['expectedCloseAtMs']),\n    closedAt: isoOf(deal['closedAtMs']),\n    owner: ownerUid ? named(names?.owner, ownerUid, ownerUid) : null,\n    contact: contactId ? named(names?.contact, names?.contact ? (text(deal['contactName']) ?? contactId) : contactId, contactId) : null,\n    company: companyId ? named(names?.company, names?.company ? (text(deal['companyName']) ?? companyId) : companyId, companyId) : null,\n    contactRoles: rolesCell(roles, (contact) => names?.roleContact?.(contact)),\n    type: text(deal['type']),\n    leadSource: text(deal['leadSource']),\n    nextStep: text(deal['nextStep']),\n    probability: typeof deal['probability'] === 'number' ? deal['probability'] : null,\n    forecastCategory: forecast,\n    lostReason: text(deal['lostReason']),\n    campaign: campaignId ? named(names?.campaign, campaignId, campaignId) : null,\n    notes: text(deal['notes']),\n    createdAt: isoOf(deal['createdAt']),\n    updatedAt: isoOf(deal['updatedAt']),\n    ...customTransferValues(definitions, deal['custom']),\n    [TRANSFER_ID_FIELD]: id,\n  }\n}\n\n/** What a lookup and an undo name in words: the pipeline, the stage and the role contacts. */\nasync function wordNames(env: CrmTransferEnv, deals: ReadonlyArray<Record<string, unknown>>): Promise<DealNames> {\n  const pipelines = deals.length ? await readPipelines(env) : []\n  const ids = [...new Set(deals.flatMap((deal) => dealContactRolesOf(deal).map((row) => row.contactId)))].filter(\n    (id) => !id.includes('/'),\n  )\n  const emails = new Map<string, string>()\n  for (let at = 0; at < ids.length; at += 500) {\n    for (const snapshot of await env.firestore.getAll(...ids.slice(at, at + 500).map((id) => contactsOf(env).doc(id)))) {\n      if (snapshot.exists) emails.set(snapshot.id, textOf(snapshot.get('email')))\n    }\n  }\n  const campaigns = deals.some((deal) => textOf(deal['campaignId'])) ? await campaignDirectory(env) : null\n  return {\n    pipeline: (id) => pipelines.find((choice) => choice.id === id)?.pipeline.name,\n    stage: (pipelineId, stageId) =>\n      pipelines.find((choice) => choice.id === pipelineId)?.stages.find((stage) => stage.id === stageId)?.name,\n    roleContact: (id) => emails.get(id) || undefined,\n    campaign: (id) => campaigns?.names.get(id),\n  }\n}\n\n/** The deals these ids name, as values. */\nasync function readDeals(\n  env: CrmTransferEnv,\n  ids: readonly string[],\n  definitions: readonly ContactFieldDefinition[],\n): Promise<Map<string, Record<string, unknown>>> {\n  const docs = new Map<string, Record<string, unknown>>()\n  const wanted = ids.filter((id) => id && !id.includes('/'))\n  for (let at = 0; at < wanted.length; at += 500) {\n    for (const snapshot of await env.firestore.getAll(...wanted.slice(at, at + 500).map((id) => dealsOf(env).doc(id)))) {\n      const data = snapshot.data()\n      if (snapshot.exists && data && visibleIn(env, data['visibleTo'])) docs.set(snapshot.id, data)\n    }\n  }\n  const names = await wordNames(env, [...docs.values()])\n  return new Map([...docs].map(([id, data]) => [id, dealTransferValues(id, data, definitions, names)]))\n}\n\n/** Everything one apply call shares across its rows. */\ninterface ApplyRun {\n  env: CrmTransferEnv\n  actorUid: string | null\n  definitions: ContactFieldDefinition[]\n  pipelines: PipelineChoice[]\n  lists: Awaited<ReturnType<typeof crmPicklistLists>>\n  campaigns: Awaited<ReturnType<typeof campaignDirectory>>\n  companies: Map<string, Promise<{ id: string; name: string } | null>>\n  admit: () => Promise<boolean>\n}\n\n/** A contact the import may link: one the site sees, by id or by email. */\nasync function contactFor(run: ApplyRun, value: string): Promise<{ id: string; name: string } | null> {\n  const byId = !value.includes('@') && !value.includes('/') ? await contactsOf(run.env).doc(value).get() : null\n  const snapshot = byId?.exists\n    ? byId\n    : (await contactsOf(run.env).where('email', '==', value.trim().toLowerCase()).limit(IN_LIMIT).get()).docs.find((doc) =>\n        visibleIn(run.env, doc.get('visibleTo')),\n      )\n  if (!snapshot || !snapshot.exists || !visibleIn(run.env, snapshot.get('visibleTo'))) return null\n  return { id: snapshot.id, name: textOf(snapshot.get('name')) || textOf(snapshot.get('email')) }\n}\n\n/**\n * The fields a row's values write to a deal, over the deal as it stands\n * (`current`, empty for a new one): each label judged against the org's\n * lists, a link resolved, a blank clearing (`null`).\n */\nasync function dealFields(\n  run: ApplyRun,\n  values: Readonly<Record<string, unknown>>,\n  current: Record<string, unknown>,\n): Promise<Record<string, unknown>> {\n  const fields: Record<string, unknown> = {}\n  const set = (field: string, value: unknown) => {\n    fields[field] = value === undefined || value === '' ? null : value\n  }\n  if ('title' in values) {\n    const title = textOf(values['title']).slice(0, 200)\n    if (!title) throw new TransferEngineError('invalid', 422, 'A deal needs a title.')\n    fields['title'] = title\n    fields['titleLower'] = nameSearchKey(title)\n  }\n  if ('externalId' in values) set('externalId', textOf(values['externalId']).slice(0, 200) || null)\n  if ('amount' in values) {\n    const amount = values['amount'] as CurrencyAmount | null\n    if (amount && typeof amount === 'object') {\n      fields['amountCents'] = amount.amountMinor\n      fields['currency'] = String(amount.currency || DEFAULT_CURRENCY).toLowerCase()\n    } else fields['amountCents'] = null\n  }\n  if ('expectedClose' in values) set('expectedCloseAtMs', storedDay(values['expectedClose']))\n  if ('owner' in values) set('ownerUid', textOf(values['owner']) || null)\n  if ('nextStep' in values) set('nextStep', textOf(values['nextStep']).slice(0, 255) || null)\n  if ('probability' in values) {\n    const probability = values['probability']\n    if (probability !== null && (typeof probability !== 'number' || probability < 0 || probability > 100)) {\n      throw new TransferEngineError('invalid', 422, 'A probability is a percent from 0 to 100.')\n    }\n    set('probability', probability === null ? null : Math.round(probability as number))\n  }\n  if ('forecastCategory' in values) {\n    const label = textOf(values['forecastCategory']).toLowerCase()\n    const category = CRM_FORECAST_CATEGORIES.find((entry) => CRM_FORECAST_CATEGORY_LABELS[entry].toLowerCase() === label)\n    set('forecastCategory', category ?? null)\n  }\n  if ('lostReason' in values) set('lostReason', textOf(values['lostReason']).slice(0, 500) || null)\n  if ('notes' in values) set('notes', textOf(values['notes']).slice(0, 4000) || null)\n  for (const field of ['type', 'leadSource'] as const) {\n    if (field in values) set(field, textOf(values[field]) || null)\n  }\n  if ('campaign' in values) {\n    const name = textOf(values['campaign'])\n    const id = name ? (run.campaigns.byName.get(name.toLowerCase()) ?? null) : null\n    if (name && !id) throw new TransferEngineError('invalid', 422, `No campaign is called “${name}”.`)\n    set('campaignId', id)\n  }\n  if ('company' in values) {\n    const value = values['company']\n    if (value === null || value === undefined || value === '') {\n      fields['companyId'] = null\n      fields['companyName'] = null\n    } else {\n      const create = transferLookupNewName(value)\n      const company = create\n        ? await companyForName(run.env, create, run.actorUid, run.companies, run.admit)\n        : await (async () => {\n            const snapshot = await run.env.orgRef.collection(CRM_COLLECTIONS.companies).doc(String(value)).get()\n            return snapshot.exists && visibleIn(run.env, snapshot.get('visibleTo'))\n              ? { id: snapshot.id, name: textOf(snapshot.get('name')) }\n              : null\n          })()\n      if (!company) throw new TransferEngineError('invalid', 422, 'The company this row names could not be found or created.')\n      fields['companyId'] = company.id\n      fields['companyName'] = company.name\n    }\n  }\n\n  // The contact and the roles: the Primary is `contactId`, written together.\n  let roles = dealContactRolesOf(current)\n  const rolesNamed = 'contactRoles' in values\n  if (rolesNamed) {\n    const next: CrmDealContactRole[] = []\n    for (const { who, role } of parseRolesCell(values['contactRoles'])) {\n      const contact = await contactFor(run, who)\n      if (!contact) throw new TransferEngineError('invalid', 422, `No contact this site sees is “${who}”.`)\n      if (!next.some((row) => row.contactId === contact.id)) {\n        next.push({ contactId: contact.id, ...(role ? { role } : {}), primary: next.length === 0 })\n      }\n    }\n    const list = run.lists['opportunityContactRole']?.set\n    const judged = list ? judgeDealContactRoles(list, next, roles) : { ok: true as const, roles: next }\n    if (judged.ok === false) throw new TransferEngineError('invalid', 422, judged.error)\n    roles = judged.roles\n  }\n  if ('contact' in values) {\n    const contactId = textOf(values['contact']) || null\n    roles = dealContactRolesWithPrimary(roles, contactId)\n    if (!contactId) roles = roles.map((row) => ({ ...row, primary: false }))\n  }\n  if (rolesNamed || 'contact' in values) {\n    const { contactRoles, contactId } = dealContactRoleFields(roles)\n    fields['contactRoles'] = contactRoles\n    fields['contactId'] = contactId\n    fields['contactName'] = contactId ? ((await contactFor(run, contactId))?.name ?? null) : null\n  }\n  return fields\n}\n\n/** Fields as an update writes them: a cleared field is deleted. */\nconst asUpdate = (fields: Record<string, unknown>) =>\n  Object.fromEntries(Object.entries(fields).map(([key, value]) => [key, value === null ? FieldValue.delete() : value]))\n\n/** Fields as a create writes them: a cleared field is simply absent. */\nconst asCreate = (fields: Record<string, unknown>) =>\n  Object.fromEntries(Object.entries(fields).filter(([, value]) => value !== null && value !== undefined))\n\n/** The `crm.deals` hooks. */\nexport function dealsTransferResource(): TransferRecordsHooks {\n  return {\n    async fields(ctx) {\n      const env = await crmTransferEnv(ctx)\n      return {\n        standard: DEAL_TRANSFER_FIELDS,\n        derived: DEAL_TRANSFER_DERIVED,\n        system: CRM_TIMESTAMP_FIELDS,\n        custom: crmCustomTransferFields(await crmCustomDefinitions(env, 'deal'), 'deal'),\n        groups: DEAL_TRANSFER_GROUPS,\n      }\n    },\n    matchKeys: [\n      { fieldId: TRANSFER_ID_FIELD, normalizer: 'aglynId' },\n      { fieldId: 'externalId', normalizer: 'externalId' },\n    ],\n    aliases: DEAL_ALIASES,\n    lookupTargets: { [CRM_MEMBERS_TARGET]: crmMembersTarget() },\n\n    async count(ctx, options) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmRecords(env, 'deals')\n      return countCrmExport(env, dealsOf(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, 'deals')\n      const definitions = await crmCustomDefinitions(env, 'deal')\n      const emails = fieldIds.includes('owner') ? await crmMemberEmails(env.orgId) : new Map<string, string>()\n      const pipelines = fieldIds.some((id) => id === 'pipeline' || id === 'stage') ? await readPipelines(env) : []\n      const campaigns = fieldIds.includes('campaign') ? await campaignDirectory(env) : null\n      return readCrmExportPage(\n        env,\n        dealsOf(env),\n        cursor,\n        options,\n        (data) => visibleIn(env, data['visibleTo'], options?.scopeTokens),\n        async (docs) => {\n          // People and companies by the words a file carries: a contact's email, a company's name.\n          const contactIds = new Set<string>()\n          const companyIds = new Set<string>()\n          for (const doc of docs) {\n            for (const row of dealContactRolesOf(doc.data)) contactIds.add(row.contactId)\n            const companyId = textOf(doc.data['companyId'])\n            if (companyId) companyIds.add(companyId)\n          }\n          const emailsOf = new Map<string, string>()\n          const companyNames = new Map<string, string>()\n          if (fieldIds.includes('contact') || fieldIds.includes('contactRoles')) {\n            const ids = [...contactIds].filter((id) => !id.includes('/'))\n            for (let at = 0; at < ids.length; at += 500) {\n              for (const snapshot of await env.firestore.getAll(...ids.slice(at, at + 500).map((id) => contactsOf(env).doc(id)))) {\n                if (snapshot.exists) emailsOf.set(snapshot.id, textOf(snapshot.get('email')))\n              }\n            }\n          }\n          if (fieldIds.includes('company')) {\n            const ids = [...companyIds].filter((id) => !id.includes('/'))\n            for (let at = 0; at < ids.length; at += 500) {\n              const refs = ids.slice(at, at + 500).map((id) => env.orgRef.collection(CRM_COLLECTIONS.companies).doc(id))\n              for (const snapshot of await env.firestore.getAll(...refs)) {\n                if (snapshot.exists) companyNames.set(snapshot.id, textOf(snapshot.get('name')))\n              }\n            }\n          }\n          const names: DealNames = {\n            display: true,\n            owner: (uid) => emails.get(uid),\n            contact: (id) => emailsOf.get(id) || undefined,\n            roleContact: (id) => emailsOf.get(id) || undefined,\n            company: (id) => companyNames.get(id) || undefined,\n            campaign: (id) => campaigns?.names.get(id),\n            pipeline: (id) => pipelines.find((choice) => choice.id === id)?.pipeline.name,\n            stage: (pipelineId, stageId) =>\n              pipelines.find((choice) => choice.id === pipelineId)?.stages.find((stage) => stage.id === stageId)?.name,\n          }\n          return docs.map((doc) => pickValues(dealTransferValues(doc.id, doc.data, definitions, names), fieldIds))\n        },\n      )\n    },\n\n    async lookup(ctx, requests) {\n      const env = await crmTransferEnv(ctx)\n      const definitions = await crmCustomDefinitions(env, 'deal')\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, dealsOf(env), request, visible, found)\n        else if (request.fieldId === 'externalId') {\n          await lookupByField(dealsOf(env), request, 'externalId', (value) => value.trim(), visible, found)\n        } else if (request.fieldId === 'title') {\n          await lookupByField(dealsOf(env), request, 'titleLower', (value) => nameSearchKey(value), visible, found)\n        }\n      }\n      const names = await wordNames(env, [...found.docs.values()])\n      return lookupResult(found, (id, data) => dealTransferValues(id, data, definitions, names))\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        const first = nameSearchKey(value).split(' ')[0] ?? ''\n        if (first.length < 2) {\n          answer[value] = []\n          continue\n        }\n        const snapshot = await dealsOf(env).where('titleLower', '>=', first).where('titleLower', '<', `${first}`).limit(IN_LIMIT).get()\n        answer[value] = rankTransferLookupSuggestions(\n          value,\n          snapshot.docs\n            .filter((doc) => visibleIn(env, doc.get('visibleTo')))\n            .map((doc) => ({ recordId: doc.id, label: textOf(doc.get('title')) || doc.id })),\n        )\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, 'deal'))\n    },\n\n    async addPicklistValues(ctx, picklistId, values) {\n      await addCrmPicklistValues(await crmTransferEnv(ctx), picklistId, values)\n    },\n\n    lockedRules: () => [\n      {\n        fieldId: 'pipeline',\n        reason: 'A deal moves between pipelines and stages on the board, where the move tells your automations; an import sets them only on a new deal.',\n        forced: { mode: 'keepExisting' },\n      },\n      {\n        fieldId: 'stage',\n        reason: 'A deal moves between stages on the board, where the move tells your automations; an import sets the stage only on a new deal.',\n        forced: { mode: 'keepExisting' },\n      },\n    ],\n\n    async plan(ctx, input) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmSuite(env, SUITE_ACT)\n      requireSite(env, 'deals')\n      return buildTransferPlan(input)\n    },\n\n    async apply(ctx, chunk, writer) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmSuite(env, SUITE_ACT)\n      requireSite(env, 'deals')\n      const run: ApplyRun = {\n        env,\n        actorUid: ctx.actorUid,\n        definitions: await crmCustomDefinitions(env, 'deal'),\n        pipelines: await readPipelines(env),\n        lists: await crmPicklistLists(env, ['opportunityContactRole', 'opportunityType'], []),\n        campaigns: await campaignDirectory(env),\n        companies: new Map(),\n        admit: crmRecordsRoom(env),\n      }\n      let counted: { crmRecordsCount: number } | null = null\n      let createdHere = 0\n      const results: TransferRowResult[] = []\n      const undo: TransferUndoEntry[] = []\n\n      await eachWithinBudget(chunk.rows as PlannedTransferRow[], () => writer.timeLeftMs(), async (row) => {\n        const earlier = await writer.alreadyApplied(row.index)\n        if (earlier) {\n          results.push(earlier)\n          return\n        }\n        const changed = row.diff.map((change) => change.fieldId)\n        let result: TransferRowResult\n        let entry: TransferUndoEntry | undefined\n        try {\n          const values = plannedValues(row)\n          if (row.verdict === 'update' && row.recordId) {\n            const ref = dealsOf(env).doc(row.recordId)\n            const current = (await ref.get()).data()\n            if (!current || !visibleIn(env, current['visibleTo'])) throw new TransferEngineError('notFound', 404, 'That deal no longer exists.')\n            const before = dealTransferValues(ref.id, current, run.definitions)\n            const fields = await dealFields(run, values, current)\n            const custom = customWriteValues(values, run.definitions, 'deal')\n            if ('error' in custom) throw new TransferEngineError('invalid', 422, custom.error)\n            await ref.update({\n              ...asUpdate(fields),\n              ...Object.fromEntries(Object.entries(custom.values).map(([key, value]) => [`custom.${key}`, value])),\n              ...crmListFields('deals', { ...current, ...fields }),\n              updatedAt: FieldValue.serverTimestamp(),\n            })\n            const after = (await readDeals(env, [ref.id], run.definitions)).get(ref.id) ?? {}\n            result = { row: row.index, outcome: 'updated', recordId: ref.id }\n            entry = { row: row.index, recordId: ref.id, action: 'updated', previous: pickValues(before, changed), written: pickValues(after, changed) }\n          } else {\n            const placed = placeDeal(run.pipelines, textOf(values['pipeline']), textOf(values['stage']))\n            if ('error' in placed) throw new TransferEngineError('invalid', 422, placed.error)\n            counted ??= await crmRecordsQuotaForOrg(env.org as never, env.orgRef)\n            if (!checkCrmRecordsQuota(env.org as never, counted.crmRecordsCount + createdHere).allowed) {\n              throw new TransferEngineError('invalid', 422, 'The CRM records limit is reached.')\n            }\n            const fields = asCreate(await dealFields(run, values, {}))\n            // A new deal with no Type starts on the list's default, as the deal form does.\n            const typeDefault = run.lists['opportunityType'] ? crmPicklistDefaultLabel(run.lists['opportunityType'].set) : null\n            if (!fields['type'] && typeDefault) fields['type'] = typeDefault\n            const custom = customWriteValues(values, run.definitions, 'deal')\n            if ('error' in custom) throw new TransferEngineError('invalid', 422, custom.error)\n            const { stage } = placed\n            const status = stage.kind === 'won' ? 'won' : stage.kind === 'lost' ? 'lost' : 'open'\n            const nowMs = Date.now()\n            const scope = creationScope(env, ctx.actorUid)\n            const ref = dealsOf(env).doc(createResourceUid())\n            const opportunity = {\n              forecastCategory: (fields['forecastCategory'] as string | undefined) ?? dealStageForecastCategory(stage),\n            }\n            await ref.set({\n              currency: DEFAULT_CURRENCY,\n              ...fields,\n              ...opportunity,\n              pipelineId: placed.pipeline.id,\n              stageId: stage.id,\n              status,\n              stageChangedAtMs: nowMs,\n              closedAtMs: status === 'open' ? null : nowMs,\n              ...(Object.keys(custom.values).length ? { custom: custom.values } : {}),\n              ...scope,\n              // What the Deals list searches and filters by (AGL-3321, AGL-3516).\n              ...crmNewRecordListFields('deals', { ...fields, ...opportunity, ...scope }),\n            })\n            createdHere += 1\n            const after = (await readDeals(env, [ref.id], run.definitions)).get(ref.id) ?? {}\n            result = { row: row.index, outcome: 'created', recordId: ref.id }\n            entry = { row: row.index, recordId: ref.id, action: 'created', written: pickValues(after, changed) }\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 run: ApplyRun = {\n        env,\n        actorUid: ctx.actorUid,\n        definitions: await crmCustomDefinitions(env, 'deal'),\n        pipelines: [],\n        lists: {},\n        campaigns: await campaignDirectory(env),\n        companies: new Map(),\n        admit: crmRecordsRoom(env),\n      }\n      const current = await readDeals(env, snapshot.entries.map((entry) => entry.recordId), run.definitions)\n      const done: TransferUndoStep[] = []\n      const conflicts: TransferUndoStep[] = []\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        const ref = dealsOf(env).doc(entry.recordId)\n        if (entry.action === 'created') {\n          await ref.delete()\n          done.push({ action: 'delete', recordId: entry.recordId })\n          continue\n        }\n        const values = step.action === 'restore' || step.action === 'conflict' ? step.values : {}\n        const stored = (await ref.get()).data() ?? {}\n        const fields = await dealFields(run, values, stored)\n        await ref.update({ ...asUpdate(fields), ...crmListFields('deals', { ...stored, ...fields }), updatedAt: FieldValue.serverTimestamp() })\n        touched.push(ref)\n        done.push(step)\n      }\n      if (touched.length) await restampCrmListFieldsOf(touched, 'deals').catch(() => undefined)\n      return { done, conflicts }\n    },\n  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package/src/lib/transfer/email-templates-package.d.ts

@@ -0,0 +1,40 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { type CrmEmailTemplateKind, type CrmEmailTemplateVisibility } from '@aglyn/aglyn/app-utils/crm-email-templates';
+import type { PackageDependency } from '@aglyn/aglyn/data-transfer/package';
+/** The resource key, and so the kind every template item carries. */
+export declare const CRM_EMAIL_TEMPLATES_TRANSFER_KEY = "crm.email-templates";
+/** A template as a package carries it. */
+export interface CrmEmailTemplatePackageContent {
+    name: string;
+    kind: CrmEmailTemplateKind;
+    visibility: CrmEmailTemplateVisibility;
+    subject: string;
+    body: string;
+    hostId: string | null;
+}
+/** The package content of a stored template, or of an incoming item, held to the template's own shape. */
+export declare function crmEmailTemplatePackageContent(source: unknown): CrmEmailTemplatePackageContent;
+export declare function crmEmailTemplateDependencies(content: CrmEmailTemplatePackageContent): PackageDependency[];
+export declare function remapCrmEmailTemplateIds(content: CrmEmailTemplatePackageContent, idMap: ReadonlyMap<string, string>): CrmEmailTemplatePackageContent;
+/** What a template must be before it is stored, each a sentence. */
+export declare function crmEmailTemplatePackageProblems(content: CrmEmailTemplatePackageContent): string[];
+export declare const CRM_EMAIL_TEMPLATE_PACKAGE_RULES: readonly [{
+    readonly id: "personal";
+    readonly label: "A personal template becomes yours";
+    readonly reason: "A personal template is listed for one person. One you import is filed as your own, and a colleague’s personal templates are never exported.";
+}];

package/src/lib/transfer/email-templates-package.js

@@ -0,0 +1,76 @@
+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.
+ */ /*==========================================
+ * EMAIL TEMPLATES AS PACKAGE ITEMS (AGL-3535).
+ *
+ * An item is a template as a person reads it: its name, kind, visibility,
+ * subject and body, and the site it was written under (`hostId`, `null`
+ * for the organization's own). Never who wrote it or when, so a template
+ * exported and imported back is `identical`. A personal template travels
+ * as personal and lands as the importer's own — a colleague's personal
+ * templates are theirs, and are neither exported nor matched.
+ *
+ * What it names: its site, if any. A dropped site makes it the
+ * organization's own.
+ *
+ * Pure: the server half (`email-templates-package.server.ts`) reads and
+ * writes.
+ *=========================================*/ import { CRM_EMAIL_TEMPLATE_NAME_MAX, normalizeCrmEmailTemplate } from "@aglyn/aglyn/app-utils/crm-email-templates";
+import { remapPackageReference, TRANSFER_SITE_KIND } from "@aglyn/aglyn/data-transfer/package-plan";
+/** The resource key, and so the kind every template item carries. */ export const CRM_EMAIL_TEMPLATES_TRANSFER_KEY = 'crm.email-templates';
+/** The package content of a stored template, or of an incoming item, held to the template's own shape. */ export function crmEmailTemplatePackageContent(source) {
+    const template = normalizeCrmEmailTemplate(source && typeof source === 'object' ? source : {});
+    return {
+        name: template.name,
+        kind: template.kind,
+        visibility: template.visibility,
+        subject: template.kind === 'snippet' ? '' : template.subject,
+        body: template.body,
+        hostId: template.hostId
+    };
+}
+export function crmEmailTemplateDependencies(content) {
+    return content.hostId ? [
+        {
+            kind: TRANSFER_SITE_KIND,
+            id: content.hostId
+        }
+    ] : [];
+}
+export function remapCrmEmailTemplateIds(content, idMap) {
+    return _extends({}, content, {
+        hostId: remapPackageReference(idMap, TRANSFER_SITE_KIND, content.hostId)
+    });
+}
+/** What a template must be before it is stored, each a sentence. */ export function crmEmailTemplatePackageProblems(content) {
+    const problems = [];
+    if (!content.name.trim()) problems.push('Name the template.');
+    if (content.name.length > CRM_EMAIL_TEMPLATE_NAME_MAX) {
+        problems.push(`Keep the name under ${CRM_EMAIL_TEMPLATE_NAME_MAX} characters.`);
+    }
+    if (!content.body.trim()) problems.push('A template needs its text.');
+    return problems;
+}
+export const CRM_EMAIL_TEMPLATE_PACKAGE_RULES = [
+    {
+        id: 'personal',
+        label: 'A personal template becomes yours',
+        reason: 'A personal template is listed for one person. One you import is filed as your own, and a colleague’s personal templates are never exported.'
+    }
+];
+
+//# sourceMappingURL=email-templates-package.js.map

package/src/lib/transfer/email-templates-package.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/transfer/email-templates-package.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 * EMAIL TEMPLATES AS PACKAGE ITEMS (AGL-3535).\n *\n * An item is a template as a person reads it: its name, kind, visibility,\n * subject and body, and the site it was written under (`hostId`, `null`\n * for the organization's own). Never who wrote it or when, so a template\n * exported and imported back is `identical`. A personal template travels\n * as personal and lands as the importer's own — a colleague's personal\n * templates are theirs, and are neither exported nor matched.\n *\n * What it names: its site, if any. A dropped site makes it the\n * organization's own.\n *\n * Pure: the server half (`email-templates-package.server.ts`) reads and\n * writes.\n *=========================================*/\n\nimport {\n  CRM_EMAIL_TEMPLATE_NAME_MAX,\n  normalizeCrmEmailTemplate,\n  type CrmEmailTemplateKind,\n  type CrmEmailTemplateVisibility,\n} from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport type { PackageDependency } from '@aglyn/aglyn/data-transfer/package'\nimport { remapPackageReference, TRANSFER_SITE_KIND } from '@aglyn/aglyn/data-transfer/package-plan'\n\n/** The resource key, and so the kind every template item carries. */\nexport const CRM_EMAIL_TEMPLATES_TRANSFER_KEY = 'crm.email-templates'\n\n/** A template as a package carries it. */\nexport interface CrmEmailTemplatePackageContent {\n  name: string\n  kind: CrmEmailTemplateKind\n  visibility: CrmEmailTemplateVisibility\n  subject: string\n  body: string\n  hostId: string | null\n}\n\n/** The package content of a stored template, or of an incoming item, held to the template's own shape. */\nexport function crmEmailTemplatePackageContent(source: unknown): CrmEmailTemplatePackageContent {\n  const template = normalizeCrmEmailTemplate((source && typeof source === 'object' ? source : {}) as Record<string, unknown>)\n  return {\n    name: template.name,\n    kind: template.kind,\n    visibility: template.visibility,\n    subject: template.kind === 'snippet' ? '' : template.subject,\n    body: template.body,\n    hostId: template.hostId,\n  }\n}\n\nexport function crmEmailTemplateDependencies(content: CrmEmailTemplatePackageContent): PackageDependency[] {\n  return content.hostId ? [{ kind: TRANSFER_SITE_KIND, id: content.hostId }] : []\n}\n\nexport function remapCrmEmailTemplateIds(\n  content: CrmEmailTemplatePackageContent,\n  idMap: ReadonlyMap<string, string>,\n): CrmEmailTemplatePackageContent {\n  return { ...content, hostId: remapPackageReference(idMap, TRANSFER_SITE_KIND, content.hostId) }\n}\n\n/** What a template must be before it is stored, each a sentence. */\nexport function crmEmailTemplatePackageProblems(content: CrmEmailTemplatePackageContent): string[] {\n  const problems: string[] = []\n  if (!content.name.trim()) problems.push('Name the template.')\n  if (content.name.length > CRM_EMAIL_TEMPLATE_NAME_MAX) {\n    problems.push(`Keep the name under ${CRM_EMAIL_TEMPLATE_NAME_MAX} characters.`)\n  }\n  if (!content.body.trim()) problems.push('A template needs its text.')\n  return problems\n}\n\nexport const CRM_EMAIL_TEMPLATE_PACKAGE_RULES = [\n  {\n    id: 'personal',\n    label: 'A personal template becomes yours',\n    reason: 'A personal template is listed for one person. One you import is filed as your own, and a colleague’s personal templates are never exported.',\n  },\n] as const\n"],"names":["CRM_EMAIL_TEMPLATE_NAME_MAX","normalizeCrmEmailTemplate","remapPackageReference","TRANSFER_SITE_KIND","CRM_EMAIL_TEMPLATES_TRANSFER_KEY","crmEmailTemplatePackageContent","source","template","name","kind","visibility","subject","body","hostId","crmEmailTemplateDependencies","content","id","remapCrmEmailTemplateIds","idMap","crmEmailTemplatePackageProblems","problems","trim","push","length","CRM_EMAIL_TEMPLATE_PACKAGE_RULES","label","reason"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;2CAe2C,GAE3C,SACEA,2BAA2B,EAC3BC,yBAAyB,QAGpB,6CAA4C;AAEnD,SAASC,qBAAqB,EAAEC,kBAAkB,QAAQ,0CAAyC;AAEnG,mEAAmE,GACnE,OAAO,MAAMC,mCAAmC,sBAAqB;AAYrE,wGAAwG,GACxG,OAAO,SAASC,+BAA+BC,MAAe;IAC5D,MAAMC,WAAWN,0BAA2BK,UAAU,OAAOA,WAAW,WAAWA,SAAS,CAAC;IAC7F,OAAO;QACLE,MAAMD,SAASC,IAAI;QACnBC,MAAMF,SAASE,IAAI;QACnBC,YAAYH,SAASG,UAAU;QAC/BC,SAASJ,SAASE,IAAI,KAAK,YAAY,KAAKF,SAASI,OAAO;QAC5DC,MAAML,SAASK,IAAI;QACnBC,QAAQN,SAASM,MAAM;IACzB;AACF;AAEA,OAAO,SAASC,6BAA6BC,OAAuC;IAClF,OAAOA,QAAQF,MAAM,GAAG;QAAC;YAAEJ,MAAMN;YAAoBa,IAAID,QAAQF,MAAM;QAAC;KAAE,GAAG,EAAE;AACjF;AAEA,OAAO,SAASI,yBACdF,OAAuC,EACvCG,KAAkC;IAElC,OAAO,aAAKH;QAASF,QAAQX,sBAAsBgB,OAAOf,oBAAoBY,QAAQF,MAAM;;AAC9F;AAEA,kEAAkE,GAClE,OAAO,SAASM,gCAAgCJ,OAAuC;IACrF,MAAMK,WAAqB,EAAE;IAC7B,IAAI,CAACL,QAAQP,IAAI,CAACa,IAAI,IAAID,SAASE,IAAI,CAAC;IACxC,IAAIP,QAAQP,IAAI,CAACe,MAAM,GAAGvB,6BAA6B;QACrDoB,SAASE,IAAI,CAAC,CAAC,oBAAoB,EAAEtB,4BAA4B,YAAY,CAAC;IAChF;IACA,IAAI,CAACe,QAAQH,IAAI,CAACS,IAAI,IAAID,SAASE,IAAI,CAAC;IACxC,OAAOF;AACT;AAEA,OAAO,MAAMI,mCAAmC;IAC9C;QACER,IAAI;QACJS,OAAO;QACPC,QAAQ;IACV;CACD,CAAS"}

package/src/lib/transfer/email-templates-package.server.d.ts

@@ -0,0 +1,32 @@
+/**
+ * @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 ExistingPackageItem } from '@aglyn/aglyn/data-transfer';
+import type { TransferApplyResult, TransferApplyWriter, TransferPackageItemContent, TransferPackageItemWrite, TransferPackageRevertResult, TransferPackageRevertStep, TransferResourceContext } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources';
+import { type CrmEmailTemplatePackageContent } from './email-templates-package';
+type Firestore = FirebaseFirestore.Firestore;
+export interface CrmEmailTemplatesPackageDeps {
+    firestore(): Firestore;
+    now(): number;
+}
+export declare function createCrmEmailTemplatesPackage(deps?: CrmEmailTemplatesPackageDeps): {
+    items(ctx: TransferResourceContext): Promise<ExistingPackageItem[]>;
+    readItems(ctx: TransferResourceContext, ids: readonly string[]): Promise<TransferPackageItemContent<CrmEmailTemplatePackageContent>[]>;
+    problems(ctx: TransferResourceContext, write: TransferPackageItemWrite<CrmEmailTemplatePackageContent>): Promise<string[]>;
+    writeItems(ctx: TransferResourceContext, items: ReadonlyArray<TransferPackageItemWrite<CrmEmailTemplatePackageContent>>, writer: TransferApplyWriter): Promise<TransferApplyResult>;
+    revertItems(ctx: TransferResourceContext, steps: ReadonlyArray<TransferPackageRevertStep<CrmEmailTemplatePackageContent>>): Promise<TransferPackageRevertResult>;
+};
+export {};

package/src/lib/transfer/email-templates-package.server.js

@@ -0,0 +1,176 @@
+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.
+ */ /*==========================================
+ * EMAIL TEMPLATES IN A WORKSPACE PACKAGE — the server half (AGL-3535).
+ *
+ * Written the way the template's duplicate writes a copy
+ * (`email-template-duplicate.ts`): inside a transaction that holds the
+ * listing's ceiling (`CRM_EMAIL_TEMPLATES_LIMIT`), scoped to its site's
+ * token or the organization's, filed under the person importing — a
+ * personal template becomes theirs. A replace rewrites what a person reads
+ * (name, kind, visibility, subject, body, site) and keeps who wrote it.
+ *=========================================*/ import { CRM_COLLECTIONS } from "@aglyn/aglyn/app-utils/crm";
+import { CRM_EMAIL_TEMPLATES_LIMIT, crmEmailTemplateIsListed, normalizeCrmEmailTemplate } from "@aglyn/aglyn/app-utils/crm-email-templates";
+import { hostScopeToken, ORG_SCOPE_TOKEN } from "@aglyn/aglyn/app-utils/scope-tokens";
+import { existingPackageItemsOf } from "@aglyn/aglyn/data-transfer";
+import firebaseAdmin from "@aglyn/tenant-data-admin/server/firebase-admin";
+import { CRM_EMAIL_TEMPLATES_TRANSFER_KEY, crmEmailTemplatePackageContent, crmEmailTemplatePackageProblems } from "./email-templates-package.js";
+function defaultDeps() {
+    return {
+        firestore: ()=>firebaseAdmin.app().firestore(),
+        now: Date.now
+    };
+}
+const templatesOf = (firestore, orgId)=>firestore.collection('orgs').doc(orgId).collection(CRM_COLLECTIONS.emailTemplates);
+/** The fields a person reads, as stored: scoped to the site's token, or the organization's. */ function readableFields(content, actorUid, nowMs) {
+    return _extends({
+        name: content.name,
+        kind: content.kind,
+        visibility: content.visibility,
+        subject: content.kind === 'snippet' ? '' : content.subject,
+        body: content.body
+    }, content.visibility === 'personal' ? {
+        ownerUid: actorUid
+    } : {}, {
+        hostId: content.hostId,
+        visibleTo: [
+            content.hostId ? hostScopeToken(content.hostId) : ORG_SCOPE_TOKEN
+        ],
+        updatedAtMs: nowMs,
+        updatedAt: new Date(nowMs)
+    });
+}
+async function readAll(deps, ctx, ids) {
+    const collection = templatesOf(deps.firestore(), ctx.orgId);
+    const docs = ids ? (await Promise.all(ids.map((id)=>collection.doc(id).get()))).filter((doc)=>doc.exists) : (await collection.get()).docs;
+    return docs.flatMap((doc)=>{
+        const template = normalizeCrmEmailTemplate(doc.data());
+        // A colleague's personal template is theirs; only the importer's own and the shared ones move.
+        if (!crmEmailTemplateIsListed(template, ctx.actorUid)) return [];
+        const content = crmEmailTemplatePackageContent(template);
+        return [
+            {
+                kind: CRM_EMAIL_TEMPLATES_TRANSFER_KEY,
+                id: doc.id,
+                name: content.name,
+                content
+            }
+        ];
+    });
+}
+export function createCrmEmailTemplatesPackage(deps = defaultDeps()) {
+    return {
+        async items (ctx) {
+            return existingPackageItemsOf(CRM_EMAIL_TEMPLATES_TRANSFER_KEY, await readAll(deps, ctx));
+        },
+        async readItems (ctx, ids) {
+            return readAll(deps, ctx, ids);
+        },
+        async problems (ctx, write) {
+            var _ref;
+            var _write_rename;
+            const problems = crmEmailTemplatePackageProblems(_extends({}, write.content, {
+                name: (_ref = (_write_rename = write.rename) == null ? void 0 : _write_rename.name) != null ? _ref : write.content.name
+            }));
+            if (write.decision !== 'replace') {
+                const held = (await templatesOf(deps.firestore(), ctx.orgId).count().get()).data().count;
+                if (held >= CRM_EMAIL_TEMPLATES_LIMIT) {
+                    problems.push(`This workspace holds ${CRM_EMAIL_TEMPLATES_LIMIT} email templates — delete one to make room.`);
+                }
+            }
+            return problems;
+        },
+        async writeItems (ctx, items, writer) {
+            var _ctx_actorUid;
+            const firestore = deps.firestore();
+            const templates = templatesOf(firestore, ctx.orgId);
+            const actor = (_ctx_actorUid = ctx.actorUid) != null ? _ctx_actorUid : '';
+            const results = [];
+            for (const write of items){
+                var _ref;
+                var _write_rename;
+                const before = await writer.alreadyApplied(write.row);
+                if (before) {
+                    results.push(before);
+                    continue;
+                }
+                const content = crmEmailTemplatePackageContent(_extends({}, write.content, {
+                    name: (_ref = (_write_rename = write.rename) == null ? void 0 : _write_rename.name) != null ? _ref : write.content.name
+                }));
+                const nowMs = deps.now();
+                const result = await firestore.runTransaction(async (transaction)=>{
+                    const ref = templates.doc(write.targetId);
+                    const current = await transaction.get(ref);
+                    if (write.decision === 'replace') {
+                        if (!current.exists) return {
+                            row: write.row,
+                            outcome: 'failed',
+                            recordId: write.targetId,
+                            message: 'That template no longer exists.'
+                        };
+                        transaction.update(ref, readableFields(content, actor, nowMs));
+                        return {
+                            row: write.row,
+                            outcome: 'updated',
+                            recordId: write.targetId
+                        };
+                    }
+                    const siblings = await transaction.get(templates.select('name'));
+                    if (siblings.size >= CRM_EMAIL_TEMPLATES_LIMIT) {
+                        return {
+                            row: write.row,
+                            outcome: 'failed',
+                            message: `This workspace holds ${CRM_EMAIL_TEMPLATES_LIMIT} email templates — delete one to make room.`
+                        };
+                    }
+                    transaction.create(ref, _extends({}, readableFields(content, actor, nowMs), {
+                        createdByUid: actor,
+                        createdAtMs: nowMs,
+                        createdAt: new Date(nowMs)
+                    }));
+                    return {
+                        row: write.row,
+                        outcome: 'created',
+                        recordId: write.targetId
+                    };
+                });
+                await writer.markApplied(result);
+                results.push(result);
+            }
+            return {
+                results,
+                undo: []
+            };
+        },
+        async revertItems (ctx, steps) {
+            const templates = templatesOf(deps.firestore(), ctx.orgId);
+            const outcome = {
+                done: [],
+                refused: []
+            };
+            for (const step of steps){
+                var _ctx_actorUid;
+                if (step.action === 'delete') await templates.doc(step.id).delete();
+                else await templates.doc(step.id).update(readableFields(crmEmailTemplatePackageContent(step.content), (_ctx_actorUid = ctx.actorUid) != null ? _ctx_actorUid : '', deps.now()));
+                outcome.done.push(step.id);
+            }
+            return outcome;
+        }
+    };
+}
+
+//# sourceMappingURL=email-templates-package.server.js.map

package/src/lib/transfer/email-templates-package.server.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/transfer/email-templates-package.server.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 * EMAIL TEMPLATES IN A WORKSPACE PACKAGE — the server half (AGL-3535).\n *\n * Written the way the template's duplicate writes a copy\n * (`email-template-duplicate.ts`): inside a transaction that holds the\n * listing's ceiling (`CRM_EMAIL_TEMPLATES_LIMIT`), scoped to its site's\n * token or the organization's, filed under the person importing — a\n * personal template becomes theirs. A replace rewrites what a person reads\n * (name, kind, visibility, subject, body, site) and keeps who wrote it.\n *=========================================*/\n\nimport { CRM_COLLECTIONS } from '@aglyn/aglyn/app-utils/crm'\nimport {\n  CRM_EMAIL_TEMPLATES_LIMIT,\n  crmEmailTemplateIsListed,\n  normalizeCrmEmailTemplate,\n} from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport { hostScopeToken, ORG_SCOPE_TOKEN } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport {\n  existingPackageItemsOf,\n  type ExistingPackageItem,\n  type TransferRowResult,\n} from '@aglyn/aglyn/data-transfer'\nimport type {\n  TransferApplyResult,\n  TransferApplyWriter,\n  TransferPackageItemContent,\n  TransferPackageItemWrite,\n  TransferPackageRevertResult,\n  TransferPackageRevertStep,\n  TransferResourceContext,\n} from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources'\nimport firebaseAdmin from '@aglyn/tenant-data-admin/server/firebase-admin'\nimport {\n  CRM_EMAIL_TEMPLATES_TRANSFER_KEY,\n  crmEmailTemplatePackageContent,\n  crmEmailTemplatePackageProblems,\n  type CrmEmailTemplatePackageContent,\n} from './email-templates-package'\n\ntype Firestore = FirebaseFirestore.Firestore\n\nexport interface CrmEmailTemplatesPackageDeps {\n  firestore(): Firestore\n  now(): number\n}\n\nfunction defaultDeps(): CrmEmailTemplatesPackageDeps {\n  return { firestore: () => firebaseAdmin.app().firestore() as unknown as Firestore, now: Date.now }\n}\n\nconst templatesOf = (firestore: Firestore, orgId: string) =>\n  firestore.collection('orgs').doc(orgId).collection(CRM_COLLECTIONS.emailTemplates)\n\n/** The fields a person reads, as stored: scoped to the site's token, or the organization's. */\nfunction readableFields(content: CrmEmailTemplatePackageContent, actorUid: string, nowMs: number) {\n  return {\n    name: content.name,\n    kind: content.kind,\n    visibility: content.visibility,\n    subject: content.kind === 'snippet' ? '' : content.subject,\n    body: content.body,\n    ...(content.visibility === 'personal' ? { ownerUid: actorUid } : {}),\n    hostId: content.hostId,\n    visibleTo: [content.hostId ? hostScopeToken(content.hostId) : ORG_SCOPE_TOKEN],\n    updatedAtMs: nowMs,\n    updatedAt: new Date(nowMs),\n  }\n}\n\nasync function readAll(\n  deps: CrmEmailTemplatesPackageDeps,\n  ctx: TransferResourceContext,\n  ids?: readonly string[],\n): Promise<Array<TransferPackageItemContent<CrmEmailTemplatePackageContent>>> {\n  const collection = templatesOf(deps.firestore(), ctx.orgId)\n  const docs = ids\n    ? (await Promise.all(ids.map((id) => collection.doc(id).get()))).filter((doc) => doc.exists)\n    : (await collection.get()).docs\n  return docs.flatMap((doc) => {\n    const template = normalizeCrmEmailTemplate(doc.data() as Record<string, unknown>)\n    // A colleague's personal template is theirs; only the importer's own and the shared ones move.\n    if (!crmEmailTemplateIsListed(template, ctx.actorUid)) return []\n    const content = crmEmailTemplatePackageContent(template)\n    return [{ kind: CRM_EMAIL_TEMPLATES_TRANSFER_KEY, id: doc.id, name: content.name, content }]\n  })\n}\n\nexport function createCrmEmailTemplatesPackage(deps: CrmEmailTemplatesPackageDeps = defaultDeps()) {\n  return {\n    async items(ctx: TransferResourceContext): Promise<ExistingPackageItem[]> {\n      return existingPackageItemsOf(CRM_EMAIL_TEMPLATES_TRANSFER_KEY, await readAll(deps, ctx))\n    },\n\n    async readItems(ctx: TransferResourceContext, ids: readonly string[]) {\n      return readAll(deps, ctx, ids)\n    },\n\n    async problems(ctx: TransferResourceContext, write: TransferPackageItemWrite<CrmEmailTemplatePackageContent>) {\n      const problems = crmEmailTemplatePackageProblems({ ...write.content, name: write.rename?.name ?? write.content.name })\n      if (write.decision !== 'replace') {\n        const held = (await templatesOf(deps.firestore(), ctx.orgId).count().get()).data().count\n        if (held >= CRM_EMAIL_TEMPLATES_LIMIT) {\n          problems.push(`This workspace holds ${CRM_EMAIL_TEMPLATES_LIMIT} email templates — delete one to make room.`)\n        }\n      }\n      return problems\n    },\n\n    async writeItems(\n      ctx: TransferResourceContext,\n      items: ReadonlyArray<TransferPackageItemWrite<CrmEmailTemplatePackageContent>>,\n      writer: TransferApplyWriter,\n    ): Promise<TransferApplyResult> {\n      const firestore = deps.firestore()\n      const templates = templatesOf(firestore, ctx.orgId)\n      const actor = ctx.actorUid ?? ''\n      const results: TransferRowResult[] = []\n      for (const write of items) {\n        const before = await writer.alreadyApplied(write.row)\n        if (before) {\n          results.push(before)\n          continue\n        }\n        const content = crmEmailTemplatePackageContent({ ...write.content, name: write.rename?.name ?? write.content.name })\n        const nowMs = deps.now()\n        const result = await firestore.runTransaction(async (transaction): Promise<TransferRowResult> => {\n          const ref = templates.doc(write.targetId)\n          const current = await transaction.get(ref)\n          if (write.decision === 'replace') {\n            if (!current.exists) return { row: write.row, outcome: 'failed', recordId: write.targetId, message: 'That template no longer exists.' }\n            transaction.update(ref, readableFields(content, actor, nowMs))\n            return { row: write.row, outcome: 'updated', recordId: write.targetId }\n          }\n          const siblings = await transaction.get(templates.select('name'))\n          if (siblings.size >= CRM_EMAIL_TEMPLATES_LIMIT) {\n            return {\n              row: write.row,\n              outcome: 'failed',\n              message: `This workspace holds ${CRM_EMAIL_TEMPLATES_LIMIT} email templates — delete one to make room.`,\n            }\n          }\n          transaction.create(ref, {\n            ...readableFields(content, actor, nowMs),\n            createdByUid: actor,\n            createdAtMs: nowMs,\n            createdAt: new Date(nowMs),\n          })\n          return { row: write.row, outcome: 'created', recordId: write.targetId }\n        })\n        await writer.markApplied(result)\n        results.push(result)\n      }\n      return { results, undo: [] }\n    },\n\n    async revertItems(\n      ctx: TransferResourceContext,\n      steps: ReadonlyArray<TransferPackageRevertStep<CrmEmailTemplatePackageContent>>,\n    ): Promise<TransferPackageRevertResult> {\n      const templates = templatesOf(deps.firestore(), ctx.orgId)\n      const outcome: TransferPackageRevertResult = { done: [], refused: [] }\n      for (const step of steps) {\n        if (step.action === 'delete') await templates.doc(step.id).delete()\n        else await templates.doc(step.id).update(readableFields(crmEmailTemplatePackageContent(step.content), ctx.actorUid ?? '', deps.now()))\n        outcome.done.push(step.id)\n      }\n      return outcome\n    },\n  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