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

package/src/lib/transfer/fields.js

@@ -0,0 +1,1755 @@
+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.
+ */ /*==========================================
+ * THE CRM'S RECORDS AS THE IMPORT AND EXPORT SEE THEM (AGL-3527, AGL-3528).
+ *
+ * Every field a contact, a company, a lead, a deal and a task hold — the Salesforce standard fields
+ * of CRM v4, the picklists, the links to other records, what the platform
+ * stamps — as the transfer framework's `TransferField`s. Pure data: the
+ * server half (`contacts.ts`, `companies.ts`) reads and writes records by
+ * these ids, the AI's column matcher is told the same ids
+ * (`model/record-facts.ts`), and the docs list them.
+ *
+ * ## A link to another record is a lookup
+ *
+ * A contact's company, the person they report to and their owner name
+ * records. A file names them the way a person would — "Acme", `acme.com`,
+ * `ana@acme.com` — and the job engine resolves each through the target's
+ * own lookup (AGL-3541); an export writes the same words back, so a file
+ * re-imports into the records it came from.
+ *
+ * ## An address is six columns
+ *
+ * Salesforce, HubSpot and every spreadsheet split an address into its
+ * parts, so the file does too: `mailingStreet` … `mailingCountry`. The
+ * record keeps one postal address; the server half composes it.
+ *=========================================*/ import { CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_LIFECYCLE_STAGES, CRM_LEAD_SOURCE_PICKLIST, CRM_LEAD_STATUS_PICKLIST, CRM_OPPORTUNITY_TYPE_PICKLIST, CRM_SALUTATION_PICKLIST } from "@aglyn/aglyn/app-utils/crm";
+/** The CRM's resource keys, as `plugins.config.json` declares them. */ export const CRM_CONTACTS_RESOURCE = 'crm.contacts';
+export const CRM_COMPANIES_RESOURCE = 'crm.companies';
+/**
+ * The workspace's members, as an owner column names them: a lookup target
+ * the CRM's resources answer themselves (`lookupTargets`), because no
+ * resource imports members.
+ */ export const CRM_MEMBERS_TARGET = 'crm.members';
+/**
+ * The lifecycle stages as a picklist the values step can match against: a
+ * fixed list the platform defines, which an import maps onto and never adds
+ * to.
+ */ export const CRM_LIFECYCLE_STAGE_PICKLIST = 'crm.lifecycleStage';
+/** The picklist a custom `select` field's options are matched as. */ export function crmCustomPicklistId(object, key) {
+    return `custom.${object}.${key}`;
+}
+/** The custom field a {@link crmCustomPicklistId} names, or `null`. */ export function crmCustomPicklistKey(picklistId) {
+    const match = /^custom\.([a-z]+)\.([a-z][a-z0-9_]*)$/.exec(picklistId);
+    return match ? {
+        object: match[1],
+        key: match[2]
+    } : null;
+}
+/** The stage a label (or an id, or a spelling between them) names, or `null`. */ export function crmLifecycleStageOf(value) {
+    const text = String(value != null ? value : '').trim().toLowerCase();
+    if (!text) return null;
+    const key = text.replace(/[\s_]+/g, '-');
+    for (const stage of CONTACT_LIFECYCLE_STAGES){
+        if (stage === key || CONTACT_LIFECYCLE_STAGE_LABELS[stage].toLowerCase() === text) return stage;
+    }
+    return null;
+}
+/** A stage's place in the funnel, for "never backward"; `-1` for none. */ export function crmLifecycleStageRank(value) {
+    const stage = crmLifecycleStageOf(value);
+    return stage ? CONTACT_LIFECYCLE_STAGES.indexOf(stage) : -1;
+}
+/** The six parts of a postal address, as a file's columns name them. */ export const CRM_ADDRESS_PARTS = [
+    'Street',
+    'Street2',
+    'City',
+    'State',
+    'PostalCode',
+    'Country'
+];
+/** The postal-address key each part is stored under. */ export const CRM_ADDRESS_PART_KEYS = {
+    Street: 'line1',
+    Street2: 'line2',
+    City: 'city',
+    State: 'state',
+    PostalCode: 'postalCode',
+    Country: 'country'
+};
+/** The six fields of one address: `<prefix>Street` … `<prefix>Country`. */ function addressFields(prefix, label, group) {
+    const words = {
+        Street: 'street',
+        Street2: 'street line 2',
+        City: 'city',
+        State: 'state or region',
+        PostalCode: 'postal code',
+        Country: 'country'
+    };
+    return CRM_ADDRESS_PARTS.map((part)=>_extends({
+            id: `${prefix}${part}`,
+            label: `${label} ${words[part]}`,
+            group,
+            type: 'text',
+            maxLength: part === 'PostalCode' ? 32 : part === 'Country' ? 64 : 200
+        }, part === 'Country' ? {
+            description: 'A two-letter country code (US, GB, DE).'
+        } : {}));
+}
+/** The field ids of one address. */ export function crmAddressFieldIds(prefix) {
+    return CRM_ADDRESS_PARTS.map((part)=>`${prefix}${part}`);
+}
+/*==========================================
+ * CONTACTS
+ *=========================================*/ export const CONTACT_TRANSFER_GROUPS = [
+    {
+        id: 'person',
+        label: 'Person'
+    },
+    {
+        id: 'phones',
+        label: 'Phones'
+    },
+    {
+        id: 'work',
+        label: 'Work'
+    },
+    {
+        id: 'mailing',
+        label: 'Mailing address'
+    },
+    {
+        id: 'otherAddress',
+        label: 'Other address'
+    },
+    {
+        id: 'crm',
+        label: 'CRM'
+    },
+    {
+        id: 'activity',
+        label: 'Activity'
+    }
+];
+/** A contact's own fields, in the order the picker lists them. */ export const CONTACT_TRANSFER_FIELDS = [
+    {
+        id: 'email',
+        label: 'Email',
+        group: 'person',
+        type: 'email',
+        required: true,
+        matchKey: true,
+        aliases: [
+            'email address',
+            'e-mail',
+            'e-mail address',
+            'contact email',
+            'primary email',
+            'work email'
+        ],
+        description: 'Who the person is: a contact is found and kept by its email.'
+    },
+    {
+        id: 'name',
+        label: 'Full name',
+        group: 'person',
+        type: 'text',
+        maxLength: 120,
+        aliases: [
+            'name',
+            'contact name',
+            'display name'
+        ],
+        description: 'Built from the first and last names when either is set.'
+    },
+    {
+        id: 'salutation',
+        label: 'Salutation',
+        group: 'person',
+        type: 'picklist',
+        picklistId: CRM_SALUTATION_PICKLIST,
+        aliases: [
+            'title prefix',
+            'prefix',
+            'honorific'
+        ]
+    },
+    {
+        id: 'firstName',
+        label: 'First name',
+        group: 'person',
+        type: 'text',
+        maxLength: 120,
+        aliases: [
+            'given name',
+            'forename'
+        ]
+    },
+    {
+        id: 'lastName',
+        label: 'Last name',
+        group: 'person',
+        type: 'text',
+        maxLength: 120,
+        aliases: [
+            'surname',
+            'family name'
+        ]
+    },
+    {
+        id: 'birthdate',
+        label: 'Birthdate',
+        group: 'person',
+        type: 'date',
+        aliases: [
+            'birthday',
+            'date of birth',
+            'dob'
+        ]
+    },
+    {
+        id: 'phone',
+        label: 'Phone',
+        group: 'phones',
+        type: 'phone',
+        aliases: [
+            'phone number',
+            'telephone',
+            'work phone',
+            'business phone'
+        ]
+    },
+    {
+        id: 'mobilePhone',
+        label: 'Mobile phone',
+        group: 'phones',
+        type: 'phone',
+        aliases: [
+            'mobile',
+            'cell',
+            'cell phone'
+        ]
+    },
+    {
+        id: 'homePhone',
+        label: 'Home phone',
+        group: 'phones',
+        type: 'phone'
+    },
+    {
+        id: 'otherPhone',
+        label: 'Other phone',
+        group: 'phones',
+        type: 'phone',
+        aliases: [
+            'alternate phone'
+        ]
+    },
+    {
+        id: 'fax',
+        label: 'Fax',
+        group: 'phones',
+        type: 'phone',
+        aliases: [
+            'fax number',
+            'business fax'
+        ]
+    },
+    {
+        id: 'doNotCall',
+        label: 'Do not call',
+        group: 'phones',
+        type: 'boolean',
+        aliases: [
+            'dnc',
+            'no calls'
+        ],
+        description: 'A file can say a person asked not to be called; never that they took it back.'
+    },
+    {
+        id: 'assistantName',
+        label: 'Assistant',
+        group: 'phones',
+        type: 'text',
+        maxLength: 120,
+        aliases: [
+            'assistant name'
+        ]
+    },
+    {
+        id: 'assistantPhone',
+        label: 'Assistant phone',
+        group: 'phones',
+        type: 'phone',
+        aliases: [
+            'asst. phone',
+            'asst phone'
+        ]
+    },
+    {
+        id: 'jobTitle',
+        label: 'Job title',
+        group: 'work',
+        type: 'text',
+        maxLength: 120,
+        aliases: [
+            'title',
+            'position',
+            'role'
+        ]
+    },
+    {
+        id: 'department',
+        label: 'Department',
+        group: 'work',
+        type: 'text',
+        maxLength: 120,
+        aliases: [
+            'dept'
+        ]
+    },
+    {
+        id: 'company',
+        label: 'Company',
+        group: 'work',
+        type: 'lookup',
+        lookup: {
+            resource: CRM_COMPANIES_RESOURCE,
+            by: [
+                'domain',
+                'name'
+            ],
+            creatable: true
+        },
+        aliases: [
+            'company name',
+            'organization',
+            'account',
+            'account name'
+        ],
+        description: 'A company by its domain or name; one the CRM does not hold can be created.'
+    },
+    {
+        id: 'reportsTo',
+        label: 'Reports to',
+        group: 'work',
+        type: 'lookup',
+        lookup: {
+            resource: CRM_CONTACTS_RESOURCE,
+            by: [
+                'email'
+            ]
+        },
+        aliases: [
+            'manager',
+            'reports to email'
+        ],
+        description: 'Another contact, by email.'
+    },
+    ...addressFields('mailing', 'Mailing', 'mailing'),
+    ...addressFields('other', 'Other', 'otherAddress'),
+    {
+        id: 'owner',
+        label: 'Owner',
+        group: 'crm',
+        type: 'lookup',
+        lookup: {
+            resource: CRM_MEMBERS_TARGET,
+            by: [
+                'email',
+                'name'
+            ]
+        },
+        aliases: [
+            'owner email',
+            'contact owner',
+            'assigned to'
+        ],
+        description: 'A member of the workspace, by email or name.'
+    },
+    {
+        id: 'lifecycleStage',
+        label: 'Lifecycle stage',
+        group: 'crm',
+        type: 'picklist',
+        picklistId: CRM_LIFECYCLE_STAGE_PICKLIST,
+        aliases: [
+            'stage',
+            'lifecycle'
+        ],
+        description: 'Moves forward only.'
+    },
+    {
+        id: 'leadSource',
+        label: 'Lead source',
+        group: 'crm',
+        type: 'picklist',
+        picklistId: CRM_LEAD_SOURCE_PICKLIST,
+        aliases: [
+            'source',
+            'original source'
+        ]
+    },
+    {
+        id: 'tags',
+        label: 'Tags',
+        group: 'crm',
+        type: 'tags',
+        aliases: [
+            'tag',
+            'labels',
+            'segments'
+        ]
+    },
+    {
+        id: 'notes',
+        label: 'Notes',
+        group: 'crm',
+        type: 'longText',
+        maxLength: 2000,
+        aliases: [
+            'note',
+            'description',
+            'comments'
+        ]
+    },
+    {
+        id: 'marketingConsent',
+        label: 'Marketing consent',
+        group: 'crm',
+        type: 'boolean',
+        aliases: [
+            'consent',
+            'opt in',
+            'opted in',
+            'subscribed',
+            'email consent',
+            'email opt in'
+        ],
+        description: 'Exported as it stands; never set from a file.'
+    }
+];
+/** What only the platform writes about a contact: exported, never imported. */ export const CONTACT_TRANSFER_DERIVED = [
+    {
+        id: 'sources',
+        label: 'Captured through',
+        group: 'activity',
+        type: 'tags',
+        readOnly: true
+    },
+    {
+        id: 'lastInteractionAt',
+        label: 'Last interaction',
+        group: 'activity',
+        type: 'datetime',
+        readOnly: true
+    },
+    {
+        id: 'lastEngagedAt',
+        label: 'Last engaged',
+        group: 'activity',
+        type: 'datetime',
+        readOnly: true
+    }
+];
+/** When the record was made and last changed. */ export const CRM_TIMESTAMP_FIELDS = [
+    {
+        id: 'createdAt',
+        label: 'Created',
+        type: 'datetime',
+        readOnly: true
+    },
+    {
+        id: 'updatedAt',
+        label: 'Last updated',
+        type: 'datetime',
+        readOnly: true
+    }
+];
+/*==========================================
+ * COMPANIES
+ *=========================================*/ export const COMPANY_TRANSFER_GROUPS = [
+    {
+        id: 'company',
+        label: 'Company'
+    },
+    {
+        id: 'account',
+        label: 'Account'
+    },
+    {
+        id: 'billing',
+        label: 'Billing address'
+    },
+    {
+        id: 'shipping',
+        label: 'Shipping address'
+    },
+    {
+        id: 'crm',
+        label: 'CRM'
+    }
+];
+/** A company's own fields, in the order the picker lists them. */ export const COMPANY_TRANSFER_FIELDS = [
+    {
+        id: 'name',
+        label: 'Company name',
+        group: 'company',
+        type: 'text',
+        required: true,
+        matchKey: true,
+        maxLength: 120,
+        aliases: [
+            'company',
+            'name',
+            'organization',
+            'account',
+            'account name'
+        ]
+    },
+    {
+        id: 'domain',
+        label: 'Domain',
+        group: 'company',
+        type: 'text',
+        matchKey: true,
+        maxLength: 253,
+        aliases: [
+            'company domain',
+            'domain name',
+            'web domain',
+            'email domain'
+        ],
+        description: 'The web address without the protocol: acme.com.'
+    },
+    {
+        id: 'website',
+        label: 'Website',
+        group: 'company',
+        type: 'url',
+        aliases: [
+            'web site',
+            'url',
+            'website url',
+            'homepage'
+        ]
+    },
+    {
+        id: 'phone',
+        label: 'Phone',
+        group: 'company',
+        type: 'phone',
+        aliases: [
+            'phone number',
+            'company phone',
+            'main phone'
+        ]
+    },
+    {
+        id: 'fax',
+        label: 'Fax',
+        group: 'company',
+        type: 'phone',
+        aliases: [
+            'fax number',
+            'company fax'
+        ]
+    },
+    {
+        id: 'parentCompany',
+        label: 'Parent company',
+        group: 'company',
+        type: 'lookup',
+        lookup: {
+            resource: CRM_COMPANIES_RESOURCE,
+            by: [
+                'domain',
+                'name'
+            ],
+            creatable: true
+        },
+        aliases: [
+            'parent',
+            'parent account',
+            'parent company name'
+        ],
+        description: 'Another company, by its domain or name; never this one or one under it.'
+    },
+    {
+        id: 'type',
+        label: 'Type',
+        group: 'account',
+        type: 'picklist',
+        picklistId: 'accountType',
+        aliases: [
+            'account type',
+            'company type'
+        ]
+    },
+    {
+        id: 'industry',
+        label: 'Industry',
+        group: 'account',
+        type: 'picklist',
+        picklistId: 'industry',
+        aliases: [
+            'sector',
+            'vertical'
+        ]
+    },
+    {
+        id: 'rating',
+        label: 'Rating',
+        group: 'account',
+        type: 'picklist',
+        picklistId: 'rating',
+        aliases: [
+            'account rating'
+        ]
+    },
+    {
+        id: 'ownership',
+        label: 'Ownership',
+        group: 'account',
+        type: 'picklist',
+        picklistId: 'ownership'
+    },
+    {
+        id: 'accountSource',
+        label: 'Account source',
+        group: 'account',
+        type: 'picklist',
+        picklistId: CRM_LEAD_SOURCE_PICKLIST,
+        aliases: [
+            'lead source',
+            'source'
+        ]
+    },
+    {
+        id: 'accountNumber',
+        label: 'Account number',
+        group: 'account',
+        type: 'text',
+        maxLength: 40,
+        aliases: [
+            'account no',
+            'account no.'
+        ]
+    },
+    {
+        id: 'site',
+        label: 'Account site',
+        group: 'account',
+        type: 'text',
+        maxLength: 80
+    },
+    {
+        id: 'tickerSymbol',
+        label: 'Ticker symbol',
+        group: 'account',
+        type: 'text',
+        maxLength: 20,
+        aliases: [
+            'ticker',
+            'stock symbol'
+        ]
+    },
+    {
+        id: 'sicCode',
+        label: 'SIC code',
+        group: 'account',
+        type: 'text',
+        maxLength: 20,
+        aliases: [
+            'sic'
+        ]
+    },
+    {
+        id: 'numberOfEmployees',
+        label: 'Employees',
+        group: 'account',
+        type: 'integer',
+        aliases: [
+            'number of employees',
+            'employee count',
+            'headcount'
+        ]
+    },
+    {
+        id: 'annualRevenue',
+        label: 'Annual revenue',
+        group: 'account',
+        type: 'currency',
+        aliases: [
+            'revenue'
+        ]
+    },
+    ...addressFields('billing', 'Billing', 'billing'),
+    ...addressFields('shipping', 'Shipping', 'shipping'),
+    {
+        id: 'owner',
+        label: 'Owner',
+        group: 'crm',
+        type: 'lookup',
+        lookup: {
+            resource: CRM_MEMBERS_TARGET,
+            by: [
+                'email',
+                'name'
+            ]
+        },
+        aliases: [
+            'owner email',
+            'company owner',
+            'account owner',
+            'assigned to'
+        ],
+        description: 'A member of the workspace, by email or name.'
+    },
+    {
+        id: 'tags',
+        label: 'Tags',
+        group: 'crm',
+        type: 'tags',
+        aliases: [
+            'tag',
+            'labels'
+        ]
+    },
+    {
+        id: 'notes',
+        label: 'Notes',
+        group: 'crm',
+        type: 'longText',
+        maxLength: 4000,
+        aliases: [
+            'note',
+            'description',
+            'comments'
+        ]
+    }
+];
+/** What only the platform writes about a company. */ export const COMPANY_TRANSFER_DERIVED = [
+    {
+        id: 'contactsCount',
+        label: 'Contacts',
+        group: 'crm',
+        type: 'integer',
+        readOnly: true
+    }
+];
+/*==========================================
+ * CUSTOM FIELDS
+ *=========================================*/ /** How each custom field type is read from a file. */ const CUSTOM_TYPES = {
+    text: 'text',
+    number: 'number',
+    date: 'date',
+    select: 'picklist',
+    checkbox: 'boolean',
+    url: 'url'
+};
+/**
+ * The organization's custom fields for one kind of record, as the catalog
+ * takes them (`custom:<key>`): live definitions only, in their order, a
+ * `select` matched as a picklist of its options.
+ */ export function crmCustomTransferFields(definitions, object) {
+    return [
+        ...definitions
+    ].filter((definition)=>definition.key && !definition.retiredAt).sort((a, b)=>{
+        var _a_order, _b_order;
+        return Number((_a_order = a.order) != null ? _a_order : 0) - Number((_b_order = b.order) != null ? _b_order : 0) || a.key.localeCompare(b.key);
+    }).map((definition)=>{
+        var _CUSTOM_TYPES_definition_type;
+        return _extends({
+            key: definition.key,
+            label: definition.label || definition.key,
+            type: (_CUSTOM_TYPES_definition_type = CUSTOM_TYPES[definition.type]) != null ? _CUSTOM_TYPES_definition_type : 'text'
+        }, definition.type === 'select' ? {
+            picklistId: crmCustomPicklistId(object, definition.key)
+        } : {});
+    });
+}
+/*==========================================
+ * LEADS (AGL-3528)
+ *=========================================*/ export const CRM_LEADS_RESOURCE = 'crm.leads';
+export const CRM_DEALS_RESOURCE = 'crm.deals';
+export const CRM_TASKS_RESOURCE = 'crm.tasks';
+export const CRM_ACTIVITIES_RESOURCE = 'crm.activities';
+export const CRM_PIPELINES_RESOURCE = 'crm.pipelines';
+export const CRM_FIELDS_RESOURCE = 'crm.fields';
+/** The organization's live campaigns as a list a lead's campaign names are matched onto. */ export const CRM_CAMPAIGNS_PICKLIST = 'crm.campaigns';
+/** Salesforce's forecast categories as a fixed list a value is matched onto. */ export const CRM_FORECAST_CATEGORY_PICKLIST = 'crm.forecastCategory';
+export const LEAD_TRANSFER_GROUPS = [
+    {
+        id: 'person',
+        label: 'Person'
+    },
+    {
+        id: 'company',
+        label: 'Company'
+    },
+    {
+        id: 'address',
+        label: 'Address'
+    },
+    {
+        id: 'crm',
+        label: 'CRM'
+    },
+    {
+        id: 'activity',
+        label: 'Activity'
+    }
+];
+/** A lead's own fields, in the order the picker lists them. */ export const LEAD_TRANSFER_FIELDS = [
+    {
+        id: 'email',
+        label: 'Email',
+        group: 'person',
+        type: 'email',
+        required: true,
+        matchKey: true,
+        aliases: [
+            'email address',
+            'e-mail',
+            'lead email',
+            'work email'
+        ],
+        description: 'Who the person is: a lead is found and kept by its email.'
+    },
+    {
+        id: 'name',
+        label: 'Full name',
+        group: 'person',
+        type: 'text',
+        maxLength: 120,
+        aliases: [
+            'name',
+            'lead name'
+        ],
+        description: 'Built from the first and last names when either is set.'
+    },
+    {
+        id: 'salutation',
+        label: 'Salutation',
+        group: 'person',
+        type: 'picklist',
+        picklistId: CRM_SALUTATION_PICKLIST,
+        aliases: [
+            'prefix'
+        ]
+    },
+    {
+        id: 'firstName',
+        label: 'First name',
+        group: 'person',
+        type: 'text',
+        maxLength: 120,
+        aliases: [
+            'given name'
+        ]
+    },
+    {
+        id: 'lastName',
+        label: 'Last name',
+        group: 'person',
+        type: 'text',
+        maxLength: 120,
+        aliases: [
+            'surname',
+            'family name'
+        ]
+    },
+    {
+        id: 'jobTitle',
+        label: 'Job title',
+        group: 'person',
+        type: 'text',
+        maxLength: 120,
+        aliases: [
+            'title',
+            'position'
+        ]
+    },
+    {
+        id: 'phone',
+        label: 'Phone',
+        group: 'person',
+        type: 'phone',
+        aliases: [
+            'phone number',
+            'telephone'
+        ]
+    },
+    {
+        id: 'mobilePhone',
+        label: 'Mobile phone',
+        group: 'person',
+        type: 'phone',
+        aliases: [
+            'mobile',
+            'cell'
+        ]
+    },
+    {
+        id: 'fax',
+        label: 'Fax',
+        group: 'person',
+        type: 'phone'
+    },
+    {
+        id: 'doNotCall',
+        label: 'Do not call',
+        group: 'person',
+        type: 'boolean',
+        description: 'A file can say a person asked not to be called; never that they took it back.'
+    },
+    {
+        id: 'company',
+        label: 'Company',
+        group: 'company',
+        type: 'text',
+        maxLength: 120,
+        aliases: [
+            'company name',
+            'organization',
+            'account'
+        ],
+        description: 'The company as text; converting the lead links or creates the company.'
+    },
+    {
+        id: 'website',
+        label: 'Website',
+        group: 'company',
+        type: 'url',
+        aliases: [
+            'url',
+            'web site'
+        ]
+    },
+    {
+        id: 'industry',
+        label: 'Industry',
+        group: 'company',
+        type: 'picklist',
+        picklistId: 'industry'
+    },
+    {
+        id: 'rating',
+        label: 'Rating',
+        group: 'company',
+        type: 'picklist',
+        picklistId: 'rating'
+    },
+    {
+        id: 'numberOfEmployees',
+        label: 'Employees',
+        group: 'company',
+        type: 'integer',
+        aliases: [
+            'number of employees',
+            'headcount'
+        ]
+    },
+    {
+        id: 'annualRevenue',
+        label: 'Annual revenue',
+        group: 'company',
+        type: 'currency',
+        aliases: [
+            'revenue'
+        ]
+    },
+    ...addressFields('address', 'Address', 'address'),
+    {
+        id: 'status',
+        label: 'Status',
+        group: 'crm',
+        type: 'picklist',
+        picklistId: CRM_LEAD_STATUS_PICKLIST,
+        aliases: [
+            'lead status'
+        ],
+        description: 'Any status but Qualified, which converting the lead sets.'
+    },
+    {
+        id: 'owner',
+        label: 'Owner',
+        group: 'crm',
+        type: 'lookup',
+        lookup: {
+            resource: CRM_MEMBERS_TARGET,
+            by: [
+                'email',
+                'name'
+            ]
+        },
+        aliases: [
+            'owner email',
+            'lead owner',
+            'assigned to'
+        ],
+        description: 'A member of the workspace, by email or name.'
+    },
+    {
+        id: 'leadSource',
+        label: 'Lead source',
+        group: 'crm',
+        type: 'picklist',
+        picklistId: CRM_LEAD_SOURCE_PICKLIST,
+        aliases: [
+            'source'
+        ]
+    },
+    {
+        id: 'campaigns',
+        label: 'Campaigns',
+        group: 'crm',
+        type: 'multiPicklist',
+        picklistId: CRM_CAMPAIGNS_PICKLIST,
+        description: 'Campaigns by name; added to the ones the lead is filed under.'
+    },
+    {
+        id: 'tags',
+        label: 'Tags',
+        group: 'crm',
+        type: 'tags',
+        aliases: [
+            'tag',
+            'labels'
+        ]
+    },
+    {
+        id: 'unqualifiedReason',
+        label: 'Unqualified reason',
+        group: 'crm',
+        type: 'text',
+        maxLength: 120
+    },
+    {
+        id: 'notes',
+        label: 'Notes',
+        group: 'crm',
+        type: 'longText',
+        maxLength: 4000,
+        aliases: [
+            'note',
+            'description'
+        ]
+    }
+];
+/** What only the platform records about a lead. */ export const LEAD_TRANSFER_DERIVED = [
+    {
+        id: 'sources',
+        label: 'Captured through',
+        group: 'activity',
+        type: 'tags',
+        readOnly: true
+    },
+    {
+        id: 'firstSeenAt',
+        label: 'First seen',
+        group: 'activity',
+        type: 'datetime',
+        readOnly: true
+    },
+    {
+        id: 'lastSeenAt',
+        label: 'Last seen',
+        group: 'activity',
+        type: 'datetime',
+        readOnly: true
+    },
+    {
+        id: 'captures',
+        label: 'Captures',
+        group: 'activity',
+        type: 'integer',
+        readOnly: true
+    },
+    {
+        id: 'convertedAt',
+        label: 'Converted',
+        group: 'activity',
+        type: 'datetime',
+        readOnly: true
+    }
+];
+/*==========================================
+ * DEALS (AGL-3528)
+ *=========================================*/ export const DEAL_TRANSFER_GROUPS = [
+    {
+        id: 'deal',
+        label: 'Deal'
+    },
+    {
+        id: 'people',
+        label: 'People and companies'
+    },
+    {
+        id: 'forecast',
+        label: 'Forecast'
+    },
+    {
+        id: 'crm',
+        label: 'CRM'
+    }
+];
+/** A deal's own fields, in the order the picker lists them. */ export const DEAL_TRANSFER_FIELDS = [
+    {
+        id: 'title',
+        label: 'Deal name',
+        group: 'deal',
+        type: 'text',
+        required: true,
+        maxLength: 200,
+        aliases: [
+            'title',
+            'deal',
+            'opportunity',
+            'opportunity name'
+        ]
+    },
+    {
+        id: 'externalId',
+        label: 'External ID',
+        group: 'deal',
+        type: 'text',
+        matchKey: true,
+        maxLength: 200,
+        aliases: [
+            'external id',
+            'opportunity id',
+            'deal id'
+        ],
+        description: 'The id another product gave the deal: an import finds the deal again by it.'
+    },
+    {
+        id: 'pipeline',
+        label: 'Pipeline',
+        group: 'deal',
+        type: 'text',
+        description: 'By name; the default pipeline when blank.'
+    },
+    {
+        id: 'stage',
+        label: 'Stage',
+        group: 'deal',
+        type: 'text',
+        aliases: [
+            'deal stage'
+        ],
+        description: 'By name; the pipeline’s first open stage when blank.'
+    },
+    {
+        id: 'amount',
+        label: 'Amount',
+        group: 'deal',
+        type: 'currency',
+        aliases: [
+            'value',
+            'deal value',
+            'deal amount'
+        ]
+    },
+    {
+        id: 'expectedClose',
+        label: 'Expected close',
+        group: 'deal',
+        type: 'date',
+        aliases: [
+            'close date',
+            'expected close date'
+        ]
+    },
+    {
+        id: 'type',
+        label: 'Type',
+        group: 'deal',
+        type: 'picklist',
+        picklistId: CRM_OPPORTUNITY_TYPE_PICKLIST,
+        aliases: [
+            'deal type',
+            'opportunity type'
+        ]
+    },
+    {
+        id: 'leadSource',
+        label: 'Lead source',
+        group: 'deal',
+        type: 'picklist',
+        picklistId: CRM_LEAD_SOURCE_PICKLIST,
+        aliases: [
+            'source'
+        ]
+    },
+    {
+        id: 'nextStep',
+        label: 'Next step',
+        group: 'deal',
+        type: 'text',
+        maxLength: 255
+    },
+    {
+        id: 'lostReason',
+        label: 'Lost reason',
+        group: 'deal',
+        type: 'text',
+        maxLength: 500,
+        aliases: [
+            'closed lost reason'
+        ]
+    },
+    {
+        id: 'notes',
+        label: 'Notes',
+        group: 'deal',
+        type: 'longText',
+        maxLength: 4000,
+        aliases: [
+            'description'
+        ]
+    },
+    {
+        id: 'contact',
+        label: 'Contact',
+        group: 'people',
+        type: 'lookup',
+        lookup: {
+            resource: CRM_CONTACTS_RESOURCE,
+            by: [
+                'email'
+            ]
+        },
+        aliases: [
+            'contact email',
+            'primary contact',
+            'person'
+        ],
+        description: 'The primary contact, by email.'
+    },
+    {
+        id: 'company',
+        label: 'Company',
+        group: 'people',
+        type: 'lookup',
+        lookup: {
+            resource: CRM_COMPANIES_RESOURCE,
+            by: [
+                'domain',
+                'name'
+            ],
+            creatable: true
+        },
+        aliases: [
+            'company name',
+            'account name',
+            'organization'
+        ],
+        description: 'A company by its domain or name; one the CRM does not hold can be created.'
+    },
+    {
+        id: 'contactRoles',
+        label: 'Contact roles',
+        group: 'people',
+        type: 'text',
+        description: 'Each contact by email with their role after them, the primary first: ana@acme.com (Decision Maker); bo@acme.com.'
+    },
+    {
+        id: 'owner',
+        label: 'Owner',
+        group: 'crm',
+        type: 'lookup',
+        lookup: {
+            resource: CRM_MEMBERS_TARGET,
+            by: [
+                'email',
+                'name'
+            ]
+        },
+        aliases: [
+            'owner email',
+            'deal owner',
+            'opportunity owner'
+        ],
+        description: 'A member of the workspace, by email or name.'
+    },
+    {
+        id: 'campaign',
+        label: 'Campaign',
+        group: 'crm',
+        type: 'text',
+        aliases: [
+            'primary campaign source'
+        ],
+        description: 'A campaign by name.'
+    },
+    {
+        id: 'probability',
+        label: 'Probability',
+        group: 'forecast',
+        type: 'percent',
+        aliases: [
+            'probability (%)'
+        ]
+    },
+    {
+        id: 'forecastCategory',
+        label: 'Forecast category',
+        group: 'forecast',
+        type: 'picklist',
+        picklistId: CRM_FORECAST_CATEGORY_PICKLIST
+    }
+];
+/** What a deal's stage decides: exported, never written from a file. */ export const DEAL_TRANSFER_DERIVED = [
+    {
+        id: 'status',
+        label: 'Status',
+        group: 'deal',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'closedAt',
+        label: 'Closed',
+        group: 'deal',
+        type: 'datetime',
+        readOnly: true
+    }
+];
+/*==========================================
+ * TASKS (AGL-3528)
+ *=========================================*/ export const TASK_TRANSFER_GROUPS = [
+    {
+        id: 'task',
+        label: 'Task'
+    },
+    {
+        id: 'links',
+        label: 'What it is for'
+    }
+];
+/** A task's own fields, in the order the picker lists them. */ export const TASK_TRANSFER_FIELDS = [
+    {
+        id: 'title',
+        label: 'Subject',
+        group: 'task',
+        type: 'text',
+        required: true,
+        maxLength: 200,
+        aliases: [
+            'title',
+            'task',
+            'task name'
+        ]
+    },
+    {
+        id: 'externalId',
+        label: 'External ID',
+        group: 'task',
+        type: 'text',
+        matchKey: true,
+        maxLength: 200,
+        aliases: [
+            'external id',
+            'task id',
+            'activity id'
+        ],
+        description: 'The id another product gave the task: an import finds the task again by it.'
+    },
+    {
+        id: 'type',
+        label: 'Type',
+        group: 'task',
+        type: 'picklist',
+        picklistId: 'taskType',
+        aliases: [
+            'task type'
+        ]
+    },
+    {
+        id: 'priority',
+        label: 'Priority',
+        group: 'task',
+        type: 'picklist',
+        picklistId: 'taskPriority'
+    },
+    {
+        id: 'status',
+        label: 'Status',
+        group: 'task',
+        type: 'picklist',
+        picklistId: 'taskStatus',
+        aliases: [
+            'task status'
+        ]
+    },
+    {
+        id: 'dueAt',
+        label: 'Due',
+        group: 'task',
+        type: 'datetime',
+        aliases: [
+            'due date',
+            'due by',
+            'activity date'
+        ]
+    },
+    {
+        id: 'assignee',
+        label: 'Assigned to',
+        group: 'task',
+        type: 'lookup',
+        lookup: {
+            resource: CRM_MEMBERS_TARGET,
+            by: [
+                'email',
+                'name'
+            ]
+        },
+        aliases: [
+            'assignee',
+            'owner',
+            'assigned to email'
+        ],
+        description: 'A member of the workspace, by email or name.'
+    },
+    {
+        id: 'notes',
+        label: 'Notes',
+        group: 'task',
+        type: 'longText',
+        maxLength: 4000,
+        aliases: [
+            'comments',
+            'description'
+        ]
+    },
+    {
+        id: 'contact',
+        label: 'Contact',
+        group: 'links',
+        type: 'lookup',
+        lookup: {
+            resource: CRM_CONTACTS_RESOURCE,
+            by: [
+                'email'
+            ]
+        },
+        aliases: [
+            'contact email'
+        ],
+        description: 'A contact, by email.'
+    },
+    {
+        id: 'company',
+        label: 'Company',
+        group: 'links',
+        type: 'lookup',
+        lookup: {
+            resource: CRM_COMPANIES_RESOURCE,
+            by: [
+                'domain',
+                'name'
+            ]
+        },
+        aliases: [
+            'company name',
+            'account'
+        ],
+        description: 'A company, by its domain or name.'
+    },
+    {
+        id: 'deal',
+        label: 'Deal',
+        group: 'links',
+        type: 'lookup',
+        lookup: {
+            resource: CRM_DEALS_RESOURCE,
+            by: [
+                'externalId',
+                'title'
+            ]
+        },
+        aliases: [
+            'deal name',
+            'opportunity',
+            'related to'
+        ],
+        description: 'A deal, by its external id or its name.'
+    }
+];
+/** When a task was done: exported, never written from a file. */ export const TASK_TRANSFER_DERIVED = [
+    {
+        id: 'completedAt',
+        label: 'Completed',
+        group: 'task',
+        type: 'datetime',
+        readOnly: true
+    }
+];
+/*==========================================
+ * ACTIVITIES, PIPELINES AND FIELD DEFINITIONS — exported only (AGL-3528)
+ *=========================================*/ export const ACTIVITY_TRANSFER_GROUPS = [
+    {
+        id: 'activity',
+        label: 'Activity'
+    },
+    {
+        id: 'links',
+        label: 'What it is about'
+    }
+];
+/** Everything an export of the team's logged work carries. Read-only: activities are logged, not imported. */ export const ACTIVITY_TRANSFER_FIELDS = [
+    {
+        id: 'subject',
+        label: 'Subject',
+        group: 'activity',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'kind',
+        label: 'Type',
+        group: 'activity',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'direction',
+        label: 'Direction',
+        group: 'activity',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'at',
+        label: 'When',
+        group: 'activity',
+        type: 'datetime',
+        readOnly: true
+    },
+    {
+        id: 'body',
+        label: 'Details',
+        group: 'activity',
+        type: 'longText',
+        readOnly: true
+    },
+    {
+        id: 'outcome',
+        label: 'Outcome',
+        group: 'activity',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'durationMinutes',
+        label: 'Minutes',
+        group: 'activity',
+        type: 'integer',
+        readOnly: true
+    },
+    {
+        id: 'by',
+        label: 'Logged by',
+        group: 'activity',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'to',
+        label: 'To',
+        group: 'activity',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'from',
+        label: 'From',
+        group: 'activity',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'deliveryState',
+        label: 'Delivery',
+        group: 'activity',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'contact',
+        label: 'Contact',
+        group: 'links',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'company',
+        label: 'Company',
+        group: 'links',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'deal',
+        label: 'Deal',
+        group: 'links',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'lead',
+        label: 'Lead',
+        group: 'links',
+        type: 'text',
+        readOnly: true
+    }
+];
+export const PIPELINE_TRANSFER_GROUPS = [
+    {
+        id: 'pipeline',
+        label: 'Pipeline'
+    },
+    {
+        id: 'stage',
+        label: 'Stage'
+    }
+];
+/** One row per stage of every pipeline. Read-only: pipelines are set up on their own page. */ export const PIPELINE_TRANSFER_FIELDS = [
+    {
+        id: 'pipeline',
+        label: 'Pipeline',
+        group: 'pipeline',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'pipelineId',
+        label: 'Pipeline ID',
+        group: 'pipeline',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'isDefault',
+        label: 'Default pipeline',
+        group: 'pipeline',
+        type: 'boolean',
+        readOnly: true
+    },
+    {
+        id: 'archived',
+        label: 'Archived',
+        group: 'pipeline',
+        type: 'boolean',
+        readOnly: true
+    },
+    {
+        id: 'stage',
+        label: 'Stage',
+        group: 'stage',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'stageId',
+        label: 'Stage ID',
+        group: 'stage',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'position',
+        label: 'Position',
+        group: 'stage',
+        type: 'integer',
+        readOnly: true
+    },
+    {
+        id: 'kind',
+        label: 'Kind',
+        group: 'stage',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'probability',
+        label: 'Probability',
+        group: 'stage',
+        type: 'percent',
+        readOnly: true
+    },
+    {
+        id: 'forecastCategory',
+        label: 'Forecast category',
+        group: 'stage',
+        type: 'text',
+        readOnly: true
+    }
+];
+/** One row per custom field. Read-only: fields are defined on the Fields page. */ export const FIELD_DEFINITION_TRANSFER_FIELDS = [
+    {
+        id: 'label',
+        label: 'Name',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'key',
+        label: 'Key',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'object',
+        label: 'Record',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'type',
+        label: 'Type',
+        type: 'text',
+        readOnly: true
+    },
+    {
+        id: 'options',
+        label: 'Choices',
+        type: 'tags',
+        readOnly: true
+    },
+    {
+        id: 'required',
+        label: 'Required',
+        type: 'boolean',
+        readOnly: true
+    },
+    {
+        id: 'position',
+        label: 'Position',
+        type: 'integer',
+        readOnly: true
+    },
+    {
+        id: 'retired',
+        label: 'Retired',
+        type: 'boolean',
+        readOnly: true
+    }
+];
+
+//# sourceMappingURL=fields.js.map