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

package/src/lib/transfer/register.js

@@ -0,0 +1,277 @@
+/**
+ * @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 TRANSFER RESOURCES, REGISTERED LIGHT (AGL-3527).
+ *
+ * The server half of every resource `plugins.config.json` declares for the
+ * CRM, registered at the console's boot from its console-server
+ * declarations. Boot pays for the match keys and the header dictionaries —
+ * data — and nothing else: each hook loads its resource's module with the
+ * first transfer that asks, and keeps it; the plan gate loads the CRM's
+ * `suite-gate.ts` the same way.
+ *=========================================*/ import { _ as _extends } from "@swc/helpers/_/_extends";
+import { registerPluginTransferResource } from "@aglyn/aglyn/plugin-manager/plugin-transfer-resources";
+import { COMPANY_ALIASES, CONTACT_ALIASES, DEAL_ALIASES, LEAD_ALIASES, TASK_ALIASES } from "./aliases.js";
+import { CRM_ACTIVITIES_RESOURCE, CRM_COMPANIES_RESOURCE, CRM_CONTACTS_RESOURCE, CRM_DEALS_RESOURCE, CRM_FIELDS_RESOURCE, CRM_LEADS_RESOURCE, CRM_MEMBERS_TARGET, CRM_PIPELINES_RESOURCE, CRM_TASKS_RESOURCE } from "./fields.js";
+/** The hooks an exported-only resource answers: its reads. */ const EXPORT_HOOKS = [
+    'fields',
+    'count',
+    'readPage',
+    'lookup'
+];
+/** The member target's keys, known before the module loads. */ const MEMBER_KEYS = [
+    {
+        fieldId: 'email',
+        normalizer: 'email'
+    },
+    {
+        fieldId: 'name',
+        normalizer: 'caseless'
+    }
+];
+/** Every hook a records resource may answer with, besides its data. */ const HOOKS = [
+    'fields',
+    'count',
+    'readPage',
+    'lookup',
+    'suggest',
+    'picklists',
+    'addPicklistValues',
+    'plan',
+    'lockedRules',
+    'apply',
+    'revert'
+];
+/**
+ * The CRM's plan question for a transfer (AGL-3555), in the words of every
+ * other CRM route: `suite-gate.ts`'s refusal, 403 `plan_required` / `crm`.
+ * The declaration (`featureFlag: "crm"`) decides which intents ask — every
+ * one, but the contacts and leads exports — and this answers them.
+ */ export function crmTransferPlanGate(noun) {
+    return async (subject, intent)=>(await import("../server/suite-gate.js")).crmSuiteRefusal(subject.org, `${intent === 'export' ? 'Exporting' : 'Importing'} ${noun}`);
+}
+/** A resource whose hooks load its module with the first call, once. */ export function lazyCrmTransferResource(resource) {
+    var _resource_hooks;
+    var _resource_targets;
+    let loaded = null;
+    const hooks = ()=>loaded != null ? loaded : loaded = resource.load();
+    const impl = _extends({
+        matchKeys: resource.matchKeys,
+        planGate: crmTransferPlanGate(resource.noun)
+    }, resource.aliases ? {
+        aliases: resource.aliases
+    } : {});
+    for (const name of (_resource_hooks = resource.hooks) != null ? _resource_hooks : HOOKS){
+        impl[name] = async (...args)=>{
+            const hook = (await hooks())[name];
+            if (!hook) throw new Error(`transfer resource "${resource.key}" has no "${name}"`);
+            return hook(...args);
+        };
+    }
+    if ((_resource_targets = resource.targets) == null ? void 0 : _resource_targets.length) {
+        impl['lookupTargets'] = Object.fromEntries(resource.targets.map((target)=>{
+            const own = async ()=>{
+                var _lookupTargets;
+                const found = (_lookupTargets = (await hooks()).lookupTargets) == null ? void 0 : _lookupTargets[target];
+                if (!found) throw new Error(`transfer resource "${resource.key}" answers no "${target}"`);
+                return found;
+            };
+            return [
+                target,
+                {
+                    matchKeys: MEMBER_KEYS,
+                    lookup: async (ctx, requests)=>(await own()).lookup(ctx, requests),
+                    suggest: async (ctx, request)=>{
+                        var _ref;
+                        var _suggest, _this;
+                        return (_ref = await ((_suggest = (_this = await own()).suggest) == null ? void 0 : _suggest.call(_this, ctx, request))) != null ? _ref : {};
+                    }
+                }
+            ];
+        }));
+    }
+    return impl;
+}
+/** The CRM's resources: what each is found by, how other products name its columns, and where it loads from. */ export const CRM_TRANSFER_RESOURCES = [
+    {
+        key: CRM_CONTACTS_RESOURCE,
+        noun: 'contacts',
+        matchKeys: [
+            {
+                fieldId: 'id',
+                normalizer: 'aglynId'
+            },
+            {
+                fieldId: 'email',
+                normalizer: 'email'
+            }
+        ],
+        aliases: CONTACT_ALIASES,
+        targets: [
+            CRM_MEMBERS_TARGET
+        ],
+        load: async ()=>(await import("./contacts.js")).contactsTransferResource()
+    },
+    {
+        key: CRM_COMPANIES_RESOURCE,
+        noun: 'companies',
+        matchKeys: [
+            {
+                fieldId: 'id',
+                normalizer: 'aglynId'
+            },
+            {
+                fieldId: 'domain',
+                normalizer: 'domain'
+            },
+            {
+                fieldId: 'name',
+                normalizer: 'caseless'
+            }
+        ],
+        aliases: COMPANY_ALIASES,
+        targets: [
+            CRM_MEMBERS_TARGET
+        ],
+        load: async ()=>(await import("./companies.js")).companiesTransferResource()
+    },
+    {
+        key: CRM_LEADS_RESOURCE,
+        noun: 'leads',
+        matchKeys: [
+            {
+                fieldId: 'id',
+                normalizer: 'aglynId'
+            },
+            {
+                fieldId: 'email',
+                normalizer: 'email'
+            }
+        ],
+        aliases: LEAD_ALIASES,
+        targets: [
+            CRM_MEMBERS_TARGET
+        ],
+        hooks: [
+            'fields',
+            'count',
+            'readPage',
+            'lookup',
+            'picklists',
+            'addPicklistValues',
+            'plan',
+            'lockedRules',
+            'apply',
+            'revert'
+        ],
+        load: async ()=>(await import("./leads.js")).leadsTransferResource()
+    },
+    {
+        key: CRM_DEALS_RESOURCE,
+        noun: 'deals',
+        matchKeys: [
+            {
+                fieldId: 'id',
+                normalizer: 'aglynId'
+            },
+            {
+                fieldId: 'externalId',
+                normalizer: 'externalId'
+            }
+        ],
+        aliases: DEAL_ALIASES,
+        targets: [
+            CRM_MEMBERS_TARGET
+        ],
+        load: async ()=>(await import("./deals.js")).dealsTransferResource()
+    },
+    {
+        key: CRM_TASKS_RESOURCE,
+        noun: 'tasks',
+        matchKeys: [
+            {
+                fieldId: 'id',
+                normalizer: 'aglynId'
+            },
+            {
+                fieldId: 'externalId',
+                normalizer: 'externalId'
+            }
+        ],
+        aliases: TASK_ALIASES,
+        targets: [
+            CRM_MEMBERS_TARGET
+        ],
+        hooks: [
+            'fields',
+            'count',
+            'readPage',
+            'lookup',
+            'picklists',
+            'addPicklistValues',
+            'plan',
+            'lockedRules',
+            'apply',
+            'revert'
+        ],
+        load: async ()=>(await import("./tasks.js")).tasksTransferResource()
+    },
+    {
+        key: CRM_ACTIVITIES_RESOURCE,
+        noun: 'activities',
+        matchKeys: [
+            {
+                fieldId: 'id',
+                normalizer: 'aglynId'
+            }
+        ],
+        hooks: EXPORT_HOOKS,
+        load: async ()=>(await import("./activities.js")).activitiesTransferResource()
+    },
+    {
+        key: CRM_PIPELINES_RESOURCE,
+        noun: 'pipelines and stages',
+        matchKeys: [
+            {
+                fieldId: 'id',
+                normalizer: 'aglynId'
+            }
+        ],
+        hooks: EXPORT_HOOKS,
+        load: async ()=>(await import("./pipelines.js")).pipelinesTransferResource()
+    },
+    {
+        key: CRM_FIELDS_RESOURCE,
+        noun: 'custom fields',
+        matchKeys: [
+            {
+                fieldId: 'id',
+                normalizer: 'aglynId'
+            }
+        ],
+        hooks: EXPORT_HOOKS,
+        load: async ()=>(await import("./pipelines.js")).fieldDefinitionsTransferResource()
+    }
+];
+/** Registers the server half of every CRM transfer resource. Registering again replaces them. */ export function registerCrmTransferResources(pluginId) {
+    for (const resource of CRM_TRANSFER_RESOURCES){
+        registerPluginTransferResource(resource.key, lazyCrmTransferResource(resource), {
+            pluginId
+        });
+    }
+}
+
+//# sourceMappingURL=register.js.map

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

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/transfer/register.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 * THE CRM'S TRANSFER RESOURCES, REGISTERED LIGHT (AGL-3527).\n *\n * The server half of every resource `plugins.config.json` declares for the\n * CRM, registered at the console's boot from its console-server\n * declarations. Boot pays for the match keys and the header dictionaries —\n * data — and nothing else: each hook loads its resource's module with the\n * first transfer that asks, and keeps it; the plan gate loads the CRM's\n * `suite-gate.ts` the same way.\n *=========================================*/\n\nimport type {\n  PluginTransferResource,\n  TransferLookupTargetHooks,\n  TransferPlanGateHooks,\n  TransferRecordsHooks,\n} from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources'\nimport { registerPluginTransferResource } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources'\nimport type { MatchKeySpec, TransferAliasDictionary } from '@aglyn/aglyn/data-transfer'\nimport { COMPANY_ALIASES, CONTACT_ALIASES, DEAL_ALIASES, LEAD_ALIASES, TASK_ALIASES } from './aliases'\nimport {\n  CRM_ACTIVITIES_RESOURCE,\n  CRM_COMPANIES_RESOURCE,\n  CRM_CONTACTS_RESOURCE,\n  CRM_DEALS_RESOURCE,\n  CRM_FIELDS_RESOURCE,\n  CRM_LEADS_RESOURCE,\n  CRM_MEMBERS_TARGET,\n  CRM_PIPELINES_RESOURCE,\n  CRM_TASKS_RESOURCE,\n} from './fields'\n\n/** What a resource is registered with before its module loads. */\ninterface LazyResource {\n  key: string\n  /** What the records are called inside a refusal's sentence (\"Exporting companies\"). */\n  noun: string\n  matchKeys: readonly MatchKeySpec[]\n  aliases?: readonly TransferAliasDictionary[]\n  /** Lookup targets the resource answers itself, by key. */\n  targets?: readonly string[]\n  /** The hooks its module answers, beyond the required reads; every one by default. */\n  hooks?: readonly (typeof HOOKS)[number][]\n  load: () => Promise<Partial<TransferRecordsHooks>>\n}\n\n/** The hooks an exported-only resource answers: its reads. */\nconst EXPORT_HOOKS = ['fields', 'count', 'readPage', 'lookup'] as const\n\n/** The member target's keys, known before the module loads. */\nconst MEMBER_KEYS: readonly MatchKeySpec[] = [\n  { fieldId: 'email', normalizer: 'email' },\n  { fieldId: 'name', normalizer: 'caseless' },\n]\n\n/** Every hook a records resource may answer with, besides its data. */\nconst HOOKS = [\n  'fields',\n  'count',\n  'readPage',\n  'lookup',\n  'suggest',\n  'picklists',\n  'addPicklistValues',\n  'plan',\n  'lockedRules',\n  'apply',\n  'revert',\n] as const\n\n/**\n * The CRM's plan question for a transfer (AGL-3555), in the words of every\n * other CRM route: `suite-gate.ts`'s refusal, 403 `plan_required` / `crm`.\n * The declaration (`featureFlag: \"crm\"`) decides which intents ask — every\n * one, but the contacts and leads exports — and this answers them.\n */\nexport function crmTransferPlanGate(noun: string): NonNullable<TransferPlanGateHooks['planGate']> {\n  return async (subject, intent) =>\n    (await import('../server/suite-gate')).crmSuiteRefusal(\n      subject.org,\n      `${intent === 'export' ? 'Exporting' : 'Importing'} ${noun}`,\n    )\n}\n\n/** A resource whose hooks load its module with the first call, once. */\nexport function lazyCrmTransferResource(resource: LazyResource): PluginTransferResource {\n  let loaded: Promise<Partial<TransferRecordsHooks>> | null = null\n  const hooks = () => (loaded ??= resource.load())\n  const impl: Record<string, unknown> = {\n    matchKeys: resource.matchKeys,\n    planGate: crmTransferPlanGate(resource.noun),\n    ...(resource.aliases ? { aliases: resource.aliases } : {}),\n  }\n  for (const name of resource.hooks ?? HOOKS) {\n    impl[name] = async (...args: unknown[]) => {\n      const hook = (await hooks())[name] as ((...args: unknown[]) => unknown) | undefined\n      if (!hook) throw new Error(`transfer resource \"${resource.key}\" has no \"${name}\"`)\n      return hook(...args)\n    }\n  }\n  if (resource.targets?.length) {\n    impl['lookupTargets'] = Object.fromEntries(\n      resource.targets.map((target): [string, TransferLookupTargetHooks] => {\n        const own = async () => {\n          const found = (await hooks()).lookupTargets?.[target]\n          if (!found) throw new Error(`transfer resource \"${resource.key}\" answers no \"${target}\"`)\n          return found\n        }\n        return [\n          target,\n          {\n            matchKeys: MEMBER_KEYS,\n            lookup: async (ctx, requests) => (await own()).lookup(ctx, requests),\n            suggest: async (ctx, request) => (await (await own()).suggest?.(ctx, request)) ?? {},\n          },\n        ]\n      }),\n    )\n  }\n  return impl as PluginTransferResource\n}\n\n/** The CRM's resources: what each is found by, how other products name its columns, and where it loads from. */\nexport const CRM_TRANSFER_RESOURCES: readonly LazyResource[] = [\n  {\n    key: CRM_CONTACTS_RESOURCE,\n    noun: 'contacts',\n    matchKeys: [\n      { fieldId: 'id', normalizer: 'aglynId' },\n      { fieldId: 'email', normalizer: 'email' },\n    ],\n    aliases: CONTACT_ALIASES,\n    targets: [CRM_MEMBERS_TARGET],\n    load: async () => (await import('./contacts')).contactsTransferResource(),\n  },\n  {\n    key: CRM_COMPANIES_RESOURCE,\n    noun: 'companies',\n    matchKeys: [\n      { fieldId: 'id', normalizer: 'aglynId' },\n      { fieldId: 'domain', normalizer: 'domain' },\n      { fieldId: 'name', normalizer: 'caseless' },\n    ],\n    aliases: COMPANY_ALIASES,\n    targets: [CRM_MEMBERS_TARGET],\n    load: async () => (await import('./companies')).companiesTransferResource(),\n  },\n  {\n    key: CRM_LEADS_RESOURCE,\n    noun: 'leads',\n    matchKeys: [\n      { fieldId: 'id', normalizer: 'aglynId' },\n      { fieldId: 'email', normalizer: 'email' },\n    ],\n    aliases: LEAD_ALIASES,\n    targets: [CRM_MEMBERS_TARGET],\n    hooks: ['fields', 'count', 'readPage', 'lookup', 'picklists', 'addPicklistValues', 'plan', 'lockedRules', 'apply', 'revert'],\n    load: async () => (await import('./leads')).leadsTransferResource(),\n  },\n  {\n    key: CRM_DEALS_RESOURCE,\n    noun: 'deals',\n    matchKeys: [\n      { fieldId: 'id', normalizer: 'aglynId' },\n      { fieldId: 'externalId', normalizer: 'externalId' },\n    ],\n    aliases: DEAL_ALIASES,\n    targets: [CRM_MEMBERS_TARGET],\n    load: async () => (await import('./deals')).dealsTransferResource(),\n  },\n  {\n    key: CRM_TASKS_RESOURCE,\n    noun: 'tasks',\n    matchKeys: [\n      { fieldId: 'id', normalizer: 'aglynId' },\n      { fieldId: 'externalId', normalizer: 'externalId' },\n    ],\n    aliases: TASK_ALIASES,\n    targets: [CRM_MEMBERS_TARGET],\n    hooks: ['fields', 'count', 'readPage', 'lookup', 'picklists', 'addPicklistValues', 'plan', 'lockedRules', 'apply', 'revert'],\n    load: async () => (await import('./tasks')).tasksTransferResource(),\n  },\n  {\n    key: CRM_ACTIVITIES_RESOURCE,\n    noun: 'activities',\n    matchKeys: [{ fieldId: 'id', normalizer: 'aglynId' }],\n    hooks: EXPORT_HOOKS,\n    load: async () => (await import('./activities')).activitiesTransferResource(),\n  },\n  {\n    key: CRM_PIPELINES_RESOURCE,\n    noun: 'pipelines and stages',\n    matchKeys: [{ fieldId: 'id', normalizer: 'aglynId' }],\n    hooks: EXPORT_HOOKS,\n    load: async () => (await import('./pipelines')).pipelinesTransferResource(),\n  },\n  {\n    key: CRM_FIELDS_RESOURCE,\n    noun: 'custom fields',\n    matchKeys: [{ fieldId: 'id', normalizer: 'aglynId' }],\n    hooks: EXPORT_HOOKS,\n    load: async () => (await import('./pipelines')).fieldDefinitionsTransferResource(),\n  },\n]\n\n/** Registers the server half of every CRM transfer resource. Registering again replaces them. */\nexport function registerCrmTransferResources(pluginId: string): void {\n  for (const resource of CRM_TRANSFER_RESOURCES) {\n    registerPluginTransferResource(resource.key, lazyCrmTransferResource(resource), { pluginId })\n  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package/src/lib/transfer/tasks.d.ts

@@ -0,0 +1,30 @@
+/**
+ * @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 CrmTaskPicklists } from '@aglyn/aglyn/server';
+import type { TransferRecordsHooks } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources';
+/** Names the export writes in place of the ids a task links by. */
+interface TaskNames {
+    assignee?: (uid: string) => string | undefined;
+    contact?: (id: string) => string | undefined;
+    company?: (id: string) => string | undefined;
+    deal?: (id: string) => string | undefined;
+}
+/** One task as values by field id; links by id unless `names` names them. */
+export declare function taskTransferValues(id: string, task: Record<string, unknown>, lists: CrmTaskPicklists, names?: TaskNames): Record<string, unknown>;
+/** The `crm.tasks` hooks. */
+export declare function tasksTransferResource(): TransferRecordsHooks;
+export {};