@aglyn/plugins-crm 1.0.0-beta.222 → 1.0.0-beta.224

package/src/lib/model/crm-next-activity.js

@@ -0,0 +1,140 @@
+/**
+ * @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.
+ */ /**
+ * NEXT ACTIVITY (AGL-2661): when the earliest open task against a record
+ * is due, denormalized onto the record as `nextTaskAtMs`.
+ *
+ * The question a sales manager asks of a LIST — "which deals have nothing
+ * scheduled?" — cannot be answered by a task query per row, so every
+ * contact, company and deal carries the answer. This module is the pure
+ * half: what the value IS given a record's open tasks, how a stored one is
+ * read back, the view clause a list filters on, and the report figure. The
+ * admin library's `recomputeCrmNextTaskAt` is the writer; the console's
+ * route is its door for client-direct task writes.
+ */ import { _ as _extends } from "@swc/helpers/_/_extends";
+/** The field on a contact, a company and a deal — the one name every list reads. */ export const CRM_NEXT_ACTIVITY_FIELD = 'nextTaskAtMs';
+/** How the collections are keyed on a task, in the order a recompute walks them. */ export const CRM_NEXT_ACTIVITY_LINK_FIELDS = [
+    'contactId',
+    'companyId',
+    'dealId'
+];
+/**
+ * When the earliest OPEN task in the list is due, or `null`.
+ *
+ * Only an open task with a finite due time counts: a done task is history,
+ * and an open one with no date is a to-do with no "next" about it — the
+ * record's next activity is unknown rather than immediate, and `null`
+ * says so. A pre-change writer never produced a time outside the finite
+ * range, but a stored `dueAtMs` is trusted no further than that.
+ */ export function nextTaskAtMsOf(tasks) {
+    let earliest = null;
+    for (const task of tasks){
+        if (task.status !== 'open') continue;
+        const due = task.dueAtMs;
+        if (typeof due !== 'number' || !Number.isFinite(due)) continue;
+        if (earliest === null || due < earliest) earliest = due;
+    }
+    return earliest;
+}
+/**
+ * A stored `nextTaskAtMs`, read back: a finite positive number, else
+ * `null`. Absent — a record written before the field existed — reads as
+ * `null` too, because to every reader "not yet computed" and "nothing
+ * scheduled" draw the same dash; the Fields section's recompute is what
+ * closes the gap for a filter that asks the store rather than the row.
+ */ export function readNextTaskAtMs(record) {
+    const value = record == null ? void 0 : record.nextTaskAtMs;
+    return typeof value === 'number' && Number.isFinite(value) && value > 0 ? value : null;
+}
+/** Whether nothing is scheduled against the record — the "stuck" test. */ export function hasNoNextActivity(record) {
+    return readNextTaskAtMs(record) === null;
+}
+/** The links one task carries, with the blanks left out. */ export function nextActivityLinksOfTask(task) {
+    const link = {};
+    for (const field of CRM_NEXT_ACTIVITY_LINK_FIELDS){
+        var _ref;
+        const id = String((_ref = task == null ? void 0 : task[field]) != null ? _ref : '').trim();
+        if (id) link[field] = id;
+    }
+    return link;
+}
+/**
+ * Several links as one per record, so a bulk action over forty tasks on
+ * one deal recomputes that deal once. Order is first-seen.
+ */ export function mergeNextActivityLinks(links) {
+    const seen = new Set();
+    const merged = [];
+    for (const link of links){
+        for (const field of CRM_NEXT_ACTIVITY_LINK_FIELDS){
+            var _ref;
+            const id = String((_ref = link == null ? void 0 : link[field]) != null ? _ref : '').trim();
+            if (!id) continue;
+            const key = `${field}:${id}`;
+            if (seen.has(key)) continue;
+            seen.add(key);
+            merged.push({
+                field,
+                id
+            });
+        }
+    }
+    return merged;
+}
+/**
+ * The saved-view clause "No next activity" is stored as — one clause,
+ * spelled once, so the toggle a list draws and the matcher it runs agree
+ * on the name. `isEmpty` is honest here: a recompute writes `null` for a
+ * record with nothing scheduled, and a record never written reads blank
+ * too (see `readNextTaskAtMs`).
+ */ export const CRM_NO_NEXT_ACTIVITY_CLAUSE = Object.freeze({
+    field: CRM_NEXT_ACTIVITY_FIELD,
+    op: 'isEmpty',
+    value: ''
+});
+export function isNoNextActivityClause(clause) {
+    return clause.field === CRM_NEXT_ACTIVITY_FIELD && clause.op === 'isEmpty';
+}
+/** A view's filters with the clause switched on or off, the rest untouched. */ export function withNoNextActivity(filters, on) {
+    const rest = filters.filter((clause)=>!isNoNextActivityClause(clause));
+    return on ? [
+        ...rest,
+        _extends({}, CRM_NO_NEXT_ACTIVITY_CLAUSE)
+    ] : rest;
+}
+/**
+ * The rows a "No next activity" clause keeps: every one when the view does
+ * not carry it, else those with nothing scheduled. What a list that
+ * filters through a query — companies, deals — runs over the page it
+ * loaded, the way the contacts list runs its window-only clauses.
+ */ export function filterByNextActivity(rows, filters) {
+    return filters.some(isNoNextActivityClause) ? rows.filter(hasNoNextActivity) : [
+        ...rows
+    ];
+}
+/**
+ * The report figure: how many OPEN deals have nothing scheduled, and which
+ * (AGL-2661). A won deal needs no next step and a lost one has none, so
+ * only open deals are stuck; the caller hands in the window it already
+ * reads for the pipeline card, so this costs no read of its own.
+ */ export function stuckDeals(deals) {
+    const stuck = deals.filter((deal)=>deal.status === 'open' && hasNoNextActivity(deal));
+    return {
+        count: stuck.length,
+        deals: stuck
+    };
+}
+
+//# sourceMappingURL=crm-next-activity.js.map

package/src/lib/model/crm-next-activity.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-next-activity.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 * NEXT ACTIVITY (AGL-2661): when the earliest open task against a record\n * is due, denormalized onto the record as `nextTaskAtMs`.\n *\n * The question a sales manager asks of a LIST — \"which deals have nothing\n * scheduled?\" — cannot be answered by a task query per row, so every\n * contact, company and deal carries the answer. This module is the pure\n * half: what the value IS given a record's open tasks, how a stored one is\n * read back, the view clause a list filters on, and the report figure. The\n * admin library's `recomputeCrmNextTaskAt` is the writer; the console's\n * route is its door for client-direct task writes.\n */\n\nimport type { CrmDeal, CrmTask, CrmViewFilterClause } from '@aglyn/aglyn/app-utils/crm'\n\n/** The field on a contact, a company and a deal — the one name every list reads. */\nexport const CRM_NEXT_ACTIVITY_FIELD = 'nextTaskAtMs'\n\n/**\n * The records one task can be filed against — the ids a recompute reads\n * off a task, and the three collections it writes to.\n */\nexport interface CrmNextActivityLink {\n  contactId?: string\n  companyId?: string\n  dealId?: string\n}\n\n/** How the collections are keyed on a task, in the order a recompute walks them. */\nexport const CRM_NEXT_ACTIVITY_LINK_FIELDS = ['contactId', 'companyId', 'dealId'] as const\n\nexport type CrmNextActivityLinkField = (typeof CRM_NEXT_ACTIVITY_LINK_FIELDS)[number]\n\n/**\n * When the earliest OPEN task in the list is due, or `null`.\n *\n * Only an open task with a finite due time counts: a done task is history,\n * and an open one with no date is a to-do with no \"next\" about it — the\n * record's next activity is unknown rather than immediate, and `null`\n * says so. A pre-change writer never produced a time outside the finite\n * range, but a stored `dueAtMs` is trusted no further than that.\n */\nexport function nextTaskAtMsOf(\n  tasks: readonly Pick<CrmTask, 'status' | 'dueAtMs'>[],\n): number | null {\n  let earliest: number | null = null\n  for (const task of tasks) {\n    if (task.status !== 'open') continue\n    const due = task.dueAtMs\n    if (typeof due !== 'number' || !Number.isFinite(due)) continue\n    if (earliest === null || due < earliest) earliest = due\n  }\n  return earliest\n}\n\n/**\n * A stored `nextTaskAtMs`, read back: a finite positive number, else\n * `null`. Absent — a record written before the field existed — reads as\n * `null` too, because to every reader \"not yet computed\" and \"nothing\n * scheduled\" draw the same dash; the Fields section's recompute is what\n * closes the gap for a filter that asks the store rather than the row.\n */\nexport function readNextTaskAtMs(\n  record: { nextTaskAtMs?: unknown } | null | undefined,\n): number | null {\n  const value = record?.nextTaskAtMs\n  return typeof value === 'number' && Number.isFinite(value) && value > 0 ? value : null\n}\n\n/** Whether nothing is scheduled against the record — the \"stuck\" test. */\nexport function hasNoNextActivity(\n  record: { nextTaskAtMs?: unknown } | null | undefined,\n): boolean {\n  return readNextTaskAtMs(record) === null\n}\n\n/** The links one task carries, with the blanks left out. */\nexport function nextActivityLinksOfTask(\n  task: Partial<Pick<CrmTask, CrmNextActivityLinkField>> | null | undefined,\n): CrmNextActivityLink {\n  const link: CrmNextActivityLink = {}\n  for (const field of CRM_NEXT_ACTIVITY_LINK_FIELDS) {\n    const id = String(task?.[field] ?? '').trim()\n    if (id) link[field] = id\n  }\n  return link\n}\n\n/**\n * Several links as one per record, so a bulk action over forty tasks on\n * one deal recomputes that deal once. Order is first-seen.\n */\nexport function mergeNextActivityLinks(\n  links: readonly (CrmNextActivityLink | null | undefined)[],\n): Array<{ field: CrmNextActivityLinkField; id: string }> {\n  const seen = new Set<string>()\n  const merged: Array<{ field: CrmNextActivityLinkField; id: string }> = []\n  for (const link of links) {\n    for (const field of CRM_NEXT_ACTIVITY_LINK_FIELDS) {\n      const id = String(link?.[field] ?? '').trim()\n      if (!id) continue\n      const key = `${field}:${id}`\n      if (seen.has(key)) continue\n      seen.add(key)\n      merged.push({ field, id })\n    }\n  }\n  return merged\n}\n\n/**\n * The saved-view clause \"No next activity\" is stored as — one clause,\n * spelled once, so the toggle a list draws and the matcher it runs agree\n * on the name. `isEmpty` is honest here: a recompute writes `null` for a\n * record with nothing scheduled, and a record never written reads blank\n * too (see `readNextTaskAtMs`).\n */\nexport const CRM_NO_NEXT_ACTIVITY_CLAUSE: Readonly<CrmViewFilterClause> = Object.freeze({\n  field: CRM_NEXT_ACTIVITY_FIELD,\n  op: 'isEmpty',\n  value: '',\n})\n\nexport function isNoNextActivityClause(clause: Pick<CrmViewFilterClause, 'field' | 'op'>): boolean {\n  return clause.field === CRM_NEXT_ACTIVITY_FIELD && clause.op === 'isEmpty'\n}\n\n/** A view's filters with the clause switched on or off, the rest untouched. */\nexport function withNoNextActivity(\n  filters: readonly CrmViewFilterClause[],\n  on: boolean,\n): CrmViewFilterClause[] {\n  const rest = filters.filter((clause) => !isNoNextActivityClause(clause))\n  return on ? [...rest, { ...CRM_NO_NEXT_ACTIVITY_CLAUSE }] : rest\n}\n\n/**\n * The rows a \"No next activity\" clause keeps: every one when the view does\n * not carry it, else those with nothing scheduled. What a list that\n * filters through a query — companies, deals — runs over the page it\n * loaded, the way the contacts list runs its window-only clauses.\n */\nexport function filterByNextActivity<T extends { nextTaskAtMs?: unknown }>(\n  rows: readonly T[],\n  filters: readonly CrmViewFilterClause[],\n): T[] {\n  return filters.some(isNoNextActivityClause) ? rows.filter(hasNoNextActivity) : [...rows]\n}\n\n/**\n * The report figure: how many OPEN deals have nothing scheduled, and which\n * (AGL-2661). A won deal needs no next step and a lost one has none, so\n * only open deals are stuck; the caller hands in the window it already\n * reads for the pipeline card, so this costs no read of its own.\n */\nexport function stuckDeals<T extends Pick<CrmDeal, 'status' | 'nextTaskAtMs'>>(\n  deals: readonly T[],\n): { count: number; deals: T[] } {\n  const stuck = deals.filter((deal) => deal.status === 'open' && hasNoNextActivity(deal))\n  return { count: stuck.length, deals: stuck }\n}\n"],"names":["CRM_NEXT_ACTIVITY_FIELD","CRM_NEXT_ACTIVITY_LINK_FIELDS","nextTaskAtMsOf","tasks","earliest","task","status","due","dueAtMs","Number","isFinite","readNextTaskAtMs","record","value","nextTaskAtMs","hasNoNextActivity","nextActivityLinksOfTask","link","field","id","String","trim","mergeNextActivityLinks","links","seen","Set","merged","key","has","add","push","CRM_NO_NEXT_ACTIVITY_CLAUSE","Object","freeze","op","isNoNextActivityClause","clause","withNoNextActivity","filters","on","rest","filter","filterByNextActivity","rows","some","stuckDeals","deals","stuck","deal","count","length"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;CAWC;AAID,kFAAkF,GAClF,OAAO,MAAMA,0BAA0B,eAAc;AAYrD,kFAAkF,GAClF,OAAO,MAAMC,gCAAgC;IAAC;IAAa;IAAa;CAAS,CAAS;AAI1F;;;;;;;;CAQC,GACD,OAAO,SAASC,eACdC,KAAqD;IAErD,IAAIC,WAA0B;IAC9B,KAAK,MAAMC,QAAQF,MAAO;QACxB,IAAIE,KAAKC,MAAM,KAAK,QAAQ;QAC5B,MAAMC,MAAMF,KAAKG,OAAO;QACxB,IAAI,OAAOD,QAAQ,YAAY,CAACE,OAAOC,QAAQ,CAACH,MAAM;QACtD,IAAIH,aAAa,QAAQG,MAAMH,UAAUA,WAAWG;IACtD;IACA,OAAOH;AACT;AAEA;;;;;;CAMC,GACD,OAAO,SAASO,iBACdC,MAAqD;IAErD,MAAMC,QAAQD,0BAAAA,OAAQE,YAAY;IAClC,OAAO,OAAOD,UAAU,YAAYJ,OAAOC,QAAQ,CAACG,UAAUA,QAAQ,IAAIA,QAAQ;AACpF;AAEA,wEAAwE,GACxE,OAAO,SAASE,kBACdH,MAAqD;IAErD,OAAOD,iBAAiBC,YAAY;AACtC;AAEA,0DAA0D,GAC1D,OAAO,SAASI,wBACdX,IAAyE;IAEzE,MAAMY,OAA4B,CAAC;IACnC,KAAK,MAAMC,SAASjB,8BAA+B;;QACjD,MAAMkB,KAAKC,eAAOf,wBAAAA,IAAM,CAACa,MAAM,mBAAI,IAAIG,IAAI;QAC3C,IAAIF,IAAIF,IAAI,CAACC,MAAM,GAAGC;IACxB;IACA,OAAOF;AACT;AAEA;;;CAGC,GACD,OAAO,SAASK,uBACdC,KAA0D;IAE1D,MAAMC,OAAO,IAAIC;IACjB,MAAMC,SAAiE,EAAE;IACzE,KAAK,MAAMT,QAAQM,MAAO;QACxB,KAAK,MAAML,SAASjB,8BAA+B;;YACjD,MAAMkB,KAAKC,eAAOH,wBAAAA,IAAM,CAACC,MAAM,mBAAI,IAAIG,IAAI;YAC3C,IAAI,CAACF,IAAI;YACT,MAAMQ,MAAM,GAAGT,MAAM,CAAC,EAAEC,IAAI;YAC5B,IAAIK,KAAKI,GAAG,CAACD,MAAM;YACnBH,KAAKK,GAAG,CAACF;YACTD,OAAOI,IAAI,CAAC;gBAAEZ;gBAAOC;YAAG;QAC1B;IACF;IACA,OAAOO;AACT;AAEA;;;;;;CAMC,GACD,OAAO,MAAMK,8BAA6DC,OAAOC,MAAM,CAAC;IACtFf,OAAOlB;IACPkC,IAAI;IACJrB,OAAO;AACT,GAAE;AAEF,OAAO,SAASsB,uBAAuBC,MAAiD;IACtF,OAAOA,OAAOlB,KAAK,KAAKlB,2BAA2BoC,OAAOF,EAAE,KAAK;AACnE;AAEA,6EAA6E,GAC7E,OAAO,SAASG,mBACdC,OAAuC,EACvCC,EAAW;IAEX,MAAMC,OAAOF,QAAQG,MAAM,CAAC,CAACL,SAAW,CAACD,uBAAuBC;IAChE,OAAOG,KAAK;WAAIC;QAAM,aAAKT;KAA8B,GAAGS;AAC9D;AAEA;;;;;CAKC,GACD,OAAO,SAASE,qBACdC,IAAkB,EAClBL,OAAuC;IAEvC,OAAOA,QAAQM,IAAI,CAACT,0BAA0BQ,KAAKF,MAAM,CAAC1B,qBAAqB;WAAI4B;KAAK;AAC1F;AAEA;;;;;CAKC,GACD,OAAO,SAASE,WACdC,KAAmB;IAEnB,MAAMC,QAAQD,MAAML,MAAM,CAAC,CAACO,OAASA,KAAK1C,MAAM,KAAK,UAAUS,kBAAkBiC;IACjF,OAAO;QAAEC,OAAOF,MAAMG,MAAM;QAAEJ,OAAOC;IAAM;AAC7C"}

package/src/lib/model/crm-recipes.js

@@ -64,19 +64,28 @@ export const CRM_ACTION_RECIPES = [
     {
         id: 'welcomeNewLead',
         title: 'Welcome a new lead',
-        description: 'When a form makes a new contact: rotate in an owner, book a call for ' + 'tomorrow, send a thank-you, and tag them website.',
+        description: 'When a form makes a new lead: rotate in an owner, book a call for ' + 'tomorrow, send a thank-you, and tag them website.',
         /*
+     * ON A NEW LEAD (AGL-3458), because that is the record a lead-routed form
+     * makes: under the one-record model (AGL-3232) a form with lead routing
+     * on files a LEAD and no contact, so a new-contact trigger would never
+     * reach the people this recipe is named for. `formId` is on the `lead`
+     * event exactly when a form filed the lead, so the condition keeps the
+     * recipe to forms and leaves a booking request to the booking's own
+     * confirmation. Every step below acts on the lead the event names when
+     * the workspace holds no contact for the person.
+     *
      * The owner first, because the task that follows names no assignee and
-     * so goes to whoever owns the contact when it is created — the member
-     * the rotation just chose. Round robin rather than a named member: a
-     * recipe cannot know who is on the team, and the pool under CRM →
-     * Settings is the one place that does. On a workspace with no pool the
-     * step fails and the run continues, so the call, the email and the tag
-     * still land and the run history says who was not assigned.
+     * so goes to whoever owns the lead when it is created — the member the
+     * rotation just chose. Round robin rather than a named member: a recipe
+     * cannot know who is on the team, and the pool under CRM → Settings is
+     * the one place that does. On a workspace with no pool the step fails
+     * and the run continues, so the call, the email and the tag still land
+     * and the run history says who was not assigned.
      *
      * The email comes before any wait, which makes it an immediate reply to
-     * what the visitor just did — transactional, sent from the org's own
-     * identity, to the address the event carries.
+     * what the visitor just did — a transactional reply, sent from the org's
+     * own identity to the address the event carries, with no unsubscribe.
      *
      * Its words promise no response time. The org hub installs this recipe
      * into a site without its editor opening, so the business never reads
@@ -86,12 +95,11 @@ export const CRM_ACTION_RECIPES = [
                 recipe: 'welcomeNewLead',
                 name: 'Welcome a new lead',
                 trigger: {
-                    event: 'contactCreated',
+                    event: 'lead',
                     conditions: [
                         {
-                            field: 'source',
-                            op: 'equals',
-                            value: 'form'
+                            field: 'formId',
+                            op: 'notEmpty'
                         }
                     ],
                     combinator: 'and'
@@ -110,7 +118,7 @@ export const CRM_ACTION_RECIPES = [
                     {
                         type: 'sendEmail',
                         subject: 'Thanks for getting in touch',
-                        body: 'Thanks for reaching out. We have your message and will reply ' + 'to this email address.'
+                        body: 'Hi {{firstName|there}},\n\nThanks for reaching out. We have your ' + 'message and will reply to this email address.'
                     },
                     {
                         type: 'addContactTag',
@@ -200,22 +208,29 @@ export const CRM_ACTION_RECIPES = [
     {
         id: 'tagByForm',
         title: 'Tag by form',
-        description: 'When a form you pick makes a new contact: tag them with the form’s ' + 'name.',
+        description: 'When a form you pick makes a new lead or contact: tag them with the ' + 'form’s name.',
         picks: {
             kind: 'form',
             label: 'Form',
             plural: 'forms',
-            prompt: 'Pick the form whose new contacts get the tag.',
+            prompt: 'Pick the form whose new leads or contacts get the tag.',
             none: 'This site has no forms yet. Add one in the besigner, then come back.'
         },
-        build: (input)=>{
+        /*
+     * The event follows the form's routing (AGL-3458): a lead-routed form
+     * makes a lead and no contact, so keyed on `contactCreated` it would
+     * never fire. The Forms plugin shares the routing as the picked form's
+     * `routesLeads` fact; both events carry `formId` when a form made the
+     * record.
+     */ build: (input)=>{
             var _ref;
+            var _form_facts;
             const form = input == null ? void 0 : input.picked;
             return {
                 recipe: 'tagByForm',
                 name: form ? `Tag ${form.name.trim()} submissions` : 'Tag by form',
                 trigger: {
-                    event: 'contactCreated',
+                    event: (form == null ? void 0 : (_form_facts = form.facts) == null ? void 0 : _form_facts['routesLeads']) === true ? 'lead' : 'contactCreated',
                     conditions: [
                         {
                             field: 'formId',

package/src/lib/model/crm-recipes.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-recipes.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\nimport { CONTACT_TAG_MAX_LENGTH } from '@aglyn/aglyn/app-utils/crm-kinds'\nimport type {\n  InteractionRecipe,\n  InteractionRecipeInput,\n} from '@aglyn/aglyn/plugin-manager/interaction-recipes'\n\n/*\n * THE CRM'S RECIPES (AGL-2626).\n *\n * A recipe is a ready-to-edit automation — a trigger, its conditions and an\n * ordered step list — built from the vocabulary the automation editor already\n * offers and handed to that editor as a draft. Nothing is written until the\n * person saves, and every field is theirs to change first: the recipe decides\n * where the editor starts, not what the site runs.\n *\n * The CRM's own, because what each one is FOR is the CRM's: who a new lead is,\n * when a deal is won, when a lead has gone quiet. They reach the automation\n * editor through the platform's recipe seam\n * (`plugin-manager/interaction-recipes`, AGL-3080), registered from this\n * plugin's declarations; the org hub's Recipes card and its install routes\n * read them here. Their ids are declared in `plugins.config.json`\n * (`interactionRecipes`) because a stored automation names one.\n *\n * Definitions only. Three of the four are complete as written. `tagByForm`\n * needs a form, and a form belongs to a site, so the picker that supplies it\n * is the editor's business and host-scoped by nature. That is the seam an\n * org-level mount keeps: the recipes are the same at either level, and only\n * the form picker knows where it is.\n */\nexport const CRM_ACTION_RECIPE_IDS = [\n  'welcomeNewLead',\n  'followUpWonDeal',\n  'reengageStaleLead',\n  'tagByForm',\n] as const\n\nexport type CrmActionRecipeId = (typeof CRM_ACTION_RECIPE_IDS)[number]\n\n/** What a recipe is handed before it builds — today only the form `tagByForm` reads. */\nexport type CrmActionRecipeInput = InteractionRecipeInput\n\nexport interface CrmActionRecipe extends InteractionRecipe {\n  id: CrmActionRecipeId\n}\n\n/**\n * The field a resumed wait carries in its scope when it ended on the CLOCK\n * rather than on the event it watched for — the automation engine's word for\n * it, written into the step guard the stale-lead recipe stores.\n */\nconst WAIT_TIMED_OUT_FIELD = '_waitTimedOut'\n\n/**\n * How long the stale-lead recipe holds before it decides a lead has gone\n * quiet. A week: long enough that a rep who is working the lead has had a\n * chance to move its stage, short enough that a lead nobody touched is\n * still warm when the reminder lands.\n */\nexport const STALE_LEAD_WAIT_MINUTES = 7 * 24 * 60\n\n/**\n * The tag a form's captures get: the form's own name, cut to the tag cap.\n * The name is what the person calls the form, so it is the tag they would\n * have typed; the editor is open to change it before anything is saved.\n */\nexport function crmRecipeTagForForm(formName: string): string {\n  return formName.trim().slice(0, CONTACT_TAG_MAX_LENGTH)\n}\n\nexport const CRM_ACTION_RECIPES: readonly CrmActionRecipe[] = [\n  {\n    id: 'welcomeNewLead',\n    title: 'Welcome a new lead',\n    description:\n      'When a form makes a new contact: rotate in an owner, book a call for ' +\n      'tomorrow, send a thank-you, and tag them website.',\n    /*\n     * The owner first, because the task that follows names no assignee and\n     * so goes to whoever owns the contact when it is created — the member\n     * the rotation just chose. Round robin rather than a named member: a\n     * recipe cannot know who is on the team, and the pool under CRM →\n     * Settings is the one place that does. On a workspace with no pool the\n     * step fails and the run continues, so the call, the email and the tag\n     * still land and the run history says who was not assigned.\n     *\n     * The email comes before any wait, which makes it an immediate reply to\n     * what the visitor just did — transactional, sent from the org's own\n     * identity, to the address the event carries.\n     *\n     * Its words promise no response time. The org hub installs this recipe\n     * into a site without its editor opening, so the business never reads\n     * the sentence it is sending, and a \"within a day\" written here would be\n     * a commitment made on its behalf that nothing in the run keeps.\n     */\n    build: () => ({\n      recipe: 'welcomeNewLead',\n      name: 'Welcome a new lead',\n      trigger: {\n        event: 'contactCreated',\n        conditions: [{ field: 'source', op: 'equals', value: 'form' }],\n        combinator: 'and',\n      },\n      steps: [\n        { type: 'assignContactOwner', roundRobin: true },\n        {\n          type: 'createCrmTask',\n          title: 'Call the new lead',\n          kind: 'call',\n          dueInDays: 1,\n        },\n        {\n          type: 'sendEmail',\n          subject: 'Thanks for getting in touch',\n          body:\n            'Thanks for reaching out. We have your message and will reply ' +\n            'to this email address.',\n        },\n        { type: 'addContactTag', tag: 'website' },\n      ],\n      enabled: true,\n    }),\n  },\n  {\n    id: 'followUpWonDeal',\n    title: 'Follow up a won deal',\n    description:\n      'When a deal is won — which makes the contact a Customer on its own — ' +\n      'book a check-in call a week out.',\n    /*\n     * No stage step (AGL-2641): the win itself floors the contact at\n     * `customer` before `dealWon` is announced, so a step setting the stage\n     * here would at best repeat the write and at worst move an evangelist\n     * back to customer — a SET, which is what the step is, and not the\n     * floor the win applies. The recipe books the follow-up and nothing\n     * else.\n     */\n    build: () => ({\n      recipe: 'followUpWonDeal',\n      name: 'Follow up a won deal',\n      trigger: { event: 'dealWon' },\n      steps: [\n        {\n          type: 'createCrmTask',\n          title: 'Check in with the new customer',\n          kind: 'call',\n          dueInDays: 7,\n        },\n      ],\n      enabled: true,\n    }),\n  },\n  {\n    id: 'reengageStaleLead',\n    title: 'Re-engage a stale lead',\n    description:\n      'When a contact becomes a lead: wait a week, and if their stage has ' +\n      'not moved, book a call to bring them back.',\n    /*\n     * \"Unless the stage moved on\" is the wait's own event: the flow watches\n     * for the next stage change on this person and gives up after a week.\n     * Resumed by the clock, the run carries `_waitTimedOut`, and the task\n     * step's guard reads it; resumed by the event, the field is absent and\n     * the task is skipped — the lead was worked, and nobody is told to\n     * re-engage somebody who just moved to Sales qualified.\n     */\n    build: () => ({\n      recipe: 'reengageStaleLead',\n      name: 'Re-engage a stale lead',\n      trigger: {\n        event: 'contactStageChanged',\n        conditions: [{ field: 'lifecycleStage', op: 'equals', value: 'lead' }],\n        combinator: 'and',\n      },\n      steps: [\n        {\n          type: 'waitForEvent',\n          eventName: 'contactStageChanged',\n          timeoutMinutes: STALE_LEAD_WAIT_MINUTES,\n        },\n        {\n          type: 'createCrmTask',\n          title: 'Re-engage a lead that has gone quiet',\n          kind: 'call',\n          dueInDays: 1,\n          when: {\n            conditions: [{ field: WAIT_TIMED_OUT_FIELD, op: 'notEmpty' }],\n          },\n        },\n      ],\n      enabled: true,\n    }),\n  },\n  {\n    id: 'tagByForm',\n    title: 'Tag by form',\n    description:\n      'When a form you pick makes a new contact: tag them with the form’s ' +\n      'name.',\n    picks: {\n      kind: 'form',\n      label: 'Form',\n      plural: 'forms',\n      prompt: 'Pick the form whose new contacts get the tag.',\n      none: 'This site has no forms yet. Add one in the besigner, then come back.',\n    },\n    build: (input) => {\n      const form = input?.picked\n      return {\n        recipe: 'tagByForm',\n        name: form ? `Tag ${form.name.trim()} submissions` : 'Tag by form',\n        trigger: {\n          event: 'contactCreated',\n          conditions: [{ field: 'formId', op: 'equals', value: form?.id ?? '' }],\n          combinator: 'and',\n        },\n        steps: [{ type: 'addContactTag', tag: form ? crmRecipeTagForForm(form.name) : '' }],\n        enabled: true,\n      }\n    },\n  },\n]\n\n/** The recipe with this id, or null for a string that names none. */\nexport function crmActionRecipe(id: unknown): CrmActionRecipe | null {\n  return CRM_ACTION_RECIPES.find((recipe) => recipe.id === id) ?? null\n}\n"],"names":["CONTACT_TAG_MAX_LENGTH","CRM_ACTION_RECIPE_IDS","WAIT_TIMED_OUT_FIELD","STALE_LEAD_WAIT_MINUTES","crmRecipeTagForForm","formName","trim","slice","CRM_ACTION_RECIPES","id","title","description","build","recipe","name","trigger","event","conditions","field","op","value","combinator","steps","type","roundRobin","kind","dueInDays","subject","body","tag","enabled","eventName","timeoutMinutes","when","picks","label","plural","prompt","none","input","form","picked","crmActionRecipe","find"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,sBAAsB,QAAQ,mCAAkC;AAMzE;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,MAAMC,wBAAwB;IACnC;IACA;IACA;IACA;CACD,CAAS;AAWV;;;;CAIC,GACD,MAAMC,uBAAuB;AAE7B;;;;;CAKC,GACD,OAAO,MAAMC,0BAA0B,IAAI,KAAK,GAAE;AAElD;;;;CAIC,GACD,OAAO,SAASC,oBAAoBC,QAAgB;IAClD,OAAOA,SAASC,IAAI,GAAGC,KAAK,CAAC,GAAGP;AAClC;AAEA,OAAO,MAAMQ,qBAAiD;IAC5D;QACEC,IAAI;QACJC,OAAO;QACPC,aACE,0EACA;QACF;;;;;;;;;;;;;;;;;KAiBC,GACDC,OAAO,IAAO,CAAA;gBACZC,QAAQ;gBACRC,MAAM;gBACNC,SAAS;oBACPC,OAAO;oBACPC,YAAY;wBAAC;4BAAEC,OAAO;4BAAUC,IAAI;4BAAUC,OAAO;wBAAO;qBAAE;oBAC9DC,YAAY;gBACd;gBACAC,OAAO;oBACL;wBAAEC,MAAM;wBAAsBC,YAAY;oBAAK;oBAC/C;wBACED,MAAM;wBACNb,OAAO;wBACPe,MAAM;wBACNC,WAAW;oBACb;oBACA;wBACEH,MAAM;wBACNI,SAAS;wBACTC,MACE,kEACA;oBACJ;oBACA;wBAAEL,MAAM;wBAAiBM,KAAK;oBAAU;iBACzC;gBACDC,SAAS;YACX,CAAA;IACF;IACA;QACErB,IAAI;QACJC,OAAO;QACPC,aACE,0EACA;QACF;;;;;;;KAOC,GACDC,OAAO,IAAO,CAAA;gBACZC,QAAQ;gBACRC,MAAM;gBACNC,SAAS;oBAAEC,OAAO;gBAAU;gBAC5BM,OAAO;oBACL;wBACEC,MAAM;wBACNb,OAAO;wBACPe,MAAM;wBACNC,WAAW;oBACb;iBACD;gBACDI,SAAS;YACX,CAAA;IACF;IACA;QACErB,IAAI;QACJC,OAAO;QACPC,aACE,wEACA;QACF;;;;;;;KAOC,GACDC,OAAO,IAAO,CAAA;gBACZC,QAAQ;gBACRC,MAAM;gBACNC,SAAS;oBACPC,OAAO;oBACPC,YAAY;wBAAC;4BAAEC,OAAO;4BAAkBC,IAAI;4BAAUC,OAAO;wBAAO;qBAAE;oBACtEC,YAAY;gBACd;gBACAC,OAAO;oBACL;wBACEC,MAAM;wBACNQ,WAAW;wBACXC,gBAAgB7B;oBAClB;oBACA;wBACEoB,MAAM;wBACNb,OAAO;wBACPe,MAAM;wBACNC,WAAW;wBACXO,MAAM;4BACJhB,YAAY;gCAAC;oCAAEC,OAAOhB;oCAAsBiB,IAAI;gCAAW;6BAAE;wBAC/D;oBACF;iBACD;gBACDW,SAAS;YACX,CAAA;IACF;IACA;QACErB,IAAI;QACJC,OAAO;QACPC,aACE,wEACA;QACFuB,OAAO;YACLT,MAAM;YACNU,OAAO;YACPC,QAAQ;YACRC,QAAQ;YACRC,MAAM;QACR;QACA1B,OAAO,CAAC2B;;YACN,MAAMC,OAAOD,yBAAAA,MAAOE,MAAM;YAC1B,OAAO;gBACL5B,QAAQ;gBACRC,MAAM0B,OAAO,CAAC,IAAI,EAAEA,KAAK1B,IAAI,CAACR,IAAI,GAAG,YAAY,CAAC,GAAG;gBACrDS,SAAS;oBACPC,OAAO;oBACPC,YAAY;wBAAC;4BAAEC,OAAO;4BAAUC,IAAI;4BAAUC,KAAK,UAAEoB,wBAAAA,KAAM/B,EAAE,mBAAI;wBAAG;qBAAE;oBACtEY,YAAY;gBACd;gBACAC,OAAO;oBAAC;wBAAEC,MAAM;wBAAiBM,KAAKW,OAAOpC,oBAAoBoC,KAAK1B,IAAI,IAAI;oBAAG;iBAAE;gBACnFgB,SAAS;YACX;QACF;IACF;CACD,CAAA;AAED,mEAAmE,GACnE,OAAO,SAASY,gBAAgBjC,EAAW;QAClCD;IAAP,QAAOA,2BAAAA,mBAAmBmC,IAAI,CAAC,CAAC9B,SAAWA,OAAOJ,EAAE,KAAKA,eAAlDD,2BAAyD;AAClE"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-recipes.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\nimport { CONTACT_TAG_MAX_LENGTH } from '@aglyn/aglyn/app-utils/crm-kinds'\nimport type {\n  InteractionRecipe,\n  InteractionRecipeInput,\n} from '@aglyn/aglyn/plugin-manager/interaction-recipes'\n\n/*\n * THE CRM'S RECIPES (AGL-2626).\n *\n * A recipe is a ready-to-edit automation — a trigger, its conditions and an\n * ordered step list — built from the vocabulary the automation editor already\n * offers and handed to that editor as a draft. Nothing is written until the\n * person saves, and every field is theirs to change first: the recipe decides\n * where the editor starts, not what the site runs.\n *\n * The CRM's own, because what each one is FOR is the CRM's: who a new lead is,\n * when a deal is won, when a lead has gone quiet. They reach the automation\n * editor through the platform's recipe seam\n * (`plugin-manager/interaction-recipes`, AGL-3080), registered from this\n * plugin's declarations; the org hub's Recipes card and its install routes\n * read them here. Their ids are declared in `plugins.config.json`\n * (`interactionRecipes`) because a stored automation names one.\n *\n * Definitions only. Three of the four are complete as written. `tagByForm`\n * needs a form, and a form belongs to a site, so the picker that supplies it\n * is the editor's business and host-scoped by nature. That is the seam an\n * org-level mount keeps: the recipes are the same at either level, and only\n * the form picker knows where it is.\n */\nexport const CRM_ACTION_RECIPE_IDS = [\n  'welcomeNewLead',\n  'followUpWonDeal',\n  'reengageStaleLead',\n  'tagByForm',\n] as const\n\nexport type CrmActionRecipeId = (typeof CRM_ACTION_RECIPE_IDS)[number]\n\n/** What a recipe is handed before it builds — today only the form `tagByForm` reads. */\nexport type CrmActionRecipeInput = InteractionRecipeInput\n\nexport interface CrmActionRecipe extends InteractionRecipe {\n  id: CrmActionRecipeId\n}\n\n/**\n * The field a resumed wait carries in its scope when it ended on the CLOCK\n * rather than on the event it watched for — the automation engine's word for\n * it, written into the step guard the stale-lead recipe stores.\n */\nconst WAIT_TIMED_OUT_FIELD = '_waitTimedOut'\n\n/**\n * How long the stale-lead recipe holds before it decides a lead has gone\n * quiet. A week: long enough that a rep who is working the lead has had a\n * chance to move its stage, short enough that a lead nobody touched is\n * still warm when the reminder lands.\n */\nexport const STALE_LEAD_WAIT_MINUTES = 7 * 24 * 60\n\n/**\n * The tag a form's captures get: the form's own name, cut to the tag cap.\n * The name is what the person calls the form, so it is the tag they would\n * have typed; the editor is open to change it before anything is saved.\n */\nexport function crmRecipeTagForForm(formName: string): string {\n  return formName.trim().slice(0, CONTACT_TAG_MAX_LENGTH)\n}\n\nexport const CRM_ACTION_RECIPES: readonly CrmActionRecipe[] = [\n  {\n    id: 'welcomeNewLead',\n    title: 'Welcome a new lead',\n    description:\n      'When a form makes a new lead: rotate in an owner, book a call for ' +\n      'tomorrow, send a thank-you, and tag them website.',\n    /*\n     * ON A NEW LEAD (AGL-3458), because that is the record a lead-routed form\n     * makes: under the one-record model (AGL-3232) a form with lead routing\n     * on files a LEAD and no contact, so a new-contact trigger would never\n     * reach the people this recipe is named for. `formId` is on the `lead`\n     * event exactly when a form filed the lead, so the condition keeps the\n     * recipe to forms and leaves a booking request to the booking's own\n     * confirmation. Every step below acts on the lead the event names when\n     * the workspace holds no contact for the person.\n     *\n     * The owner first, because the task that follows names no assignee and\n     * so goes to whoever owns the lead when it is created — the member the\n     * rotation just chose. Round robin rather than a named member: a recipe\n     * cannot know who is on the team, and the pool under CRM → Settings is\n     * the one place that does. On a workspace with no pool the step fails\n     * and the run continues, so the call, the email and the tag still land\n     * and the run history says who was not assigned.\n     *\n     * The email comes before any wait, which makes it an immediate reply to\n     * what the visitor just did — a transactional reply, sent from the org's\n     * own identity to the address the event carries, with no unsubscribe.\n     *\n     * Its words promise no response time. The org hub installs this recipe\n     * into a site without its editor opening, so the business never reads\n     * the sentence it is sending, and a \"within a day\" written here would be\n     * a commitment made on its behalf that nothing in the run keeps.\n     */\n    build: () => ({\n      recipe: 'welcomeNewLead',\n      name: 'Welcome a new lead',\n      trigger: {\n        event: 'lead',\n        conditions: [{ field: 'formId', op: 'notEmpty' }],\n        combinator: 'and',\n      },\n      steps: [\n        { type: 'assignContactOwner', roundRobin: true },\n        {\n          type: 'createCrmTask',\n          title: 'Call the new lead',\n          kind: 'call',\n          dueInDays: 1,\n        },\n        {\n          type: 'sendEmail',\n          subject: 'Thanks for getting in touch',\n          body:\n            'Hi {{firstName|there}},\\n\\nThanks for reaching out. We have your ' +\n            'message and will reply to this email address.',\n        },\n        { type: 'addContactTag', tag: 'website' },\n      ],\n      enabled: true,\n    }),\n  },\n  {\n    id: 'followUpWonDeal',\n    title: 'Follow up a won deal',\n    description:\n      'When a deal is won — which makes the contact a Customer on its own — ' +\n      'book a check-in call a week out.',\n    /*\n     * No stage step (AGL-2641): the win itself floors the contact at\n     * `customer` before `dealWon` is announced, so a step setting the stage\n     * here would at best repeat the write and at worst move an evangelist\n     * back to customer — a SET, which is what the step is, and not the\n     * floor the win applies. The recipe books the follow-up and nothing\n     * else.\n     */\n    build: () => ({\n      recipe: 'followUpWonDeal',\n      name: 'Follow up a won deal',\n      trigger: { event: 'dealWon' },\n      steps: [\n        {\n          type: 'createCrmTask',\n          title: 'Check in with the new customer',\n          kind: 'call',\n          dueInDays: 7,\n        },\n      ],\n      enabled: true,\n    }),\n  },\n  {\n    id: 'reengageStaleLead',\n    title: 'Re-engage a stale lead',\n    description:\n      'When a contact becomes a lead: wait a week, and if their stage has ' +\n      'not moved, book a call to bring them back.',\n    /*\n     * \"Unless the stage moved on\" is the wait's own event: the flow watches\n     * for the next stage change on this person and gives up after a week.\n     * Resumed by the clock, the run carries `_waitTimedOut`, and the task\n     * step's guard reads it; resumed by the event, the field is absent and\n     * the task is skipped — the lead was worked, and nobody is told to\n     * re-engage somebody who just moved to Sales qualified.\n     */\n    build: () => ({\n      recipe: 'reengageStaleLead',\n      name: 'Re-engage a stale lead',\n      trigger: {\n        event: 'contactStageChanged',\n        conditions: [{ field: 'lifecycleStage', op: 'equals', value: 'lead' }],\n        combinator: 'and',\n      },\n      steps: [\n        {\n          type: 'waitForEvent',\n          eventName: 'contactStageChanged',\n          timeoutMinutes: STALE_LEAD_WAIT_MINUTES,\n        },\n        {\n          type: 'createCrmTask',\n          title: 'Re-engage a lead that has gone quiet',\n          kind: 'call',\n          dueInDays: 1,\n          when: {\n            conditions: [{ field: WAIT_TIMED_OUT_FIELD, op: 'notEmpty' }],\n          },\n        },\n      ],\n      enabled: true,\n    }),\n  },\n  {\n    id: 'tagByForm',\n    title: 'Tag by form',\n    description:\n      'When a form you pick makes a new lead or contact: tag them with the ' +\n      'form’s name.',\n    picks: {\n      kind: 'form',\n      label: 'Form',\n      plural: 'forms',\n      prompt: 'Pick the form whose new leads or contacts get the tag.',\n      none: 'This site has no forms yet. Add one in the besigner, then come back.',\n    },\n    /*\n     * The event follows the form's routing (AGL-3458): a lead-routed form\n     * makes a lead and no contact, so keyed on `contactCreated` it would\n     * never fire. The Forms plugin shares the routing as the picked form's\n     * `routesLeads` fact; both events carry `formId` when a form made the\n     * record.\n     */\n    build: (input) => {\n      const form = input?.picked\n      return {\n        recipe: 'tagByForm',\n        name: form ? `Tag ${form.name.trim()} submissions` : 'Tag by form',\n        trigger: {\n          event: form?.facts?.['routesLeads'] === true ? 'lead' : 'contactCreated',\n          conditions: [{ field: 'formId', op: 'equals', value: form?.id ?? '' }],\n          combinator: 'and',\n        },\n        steps: [{ type: 'addContactTag', tag: form ? crmRecipeTagForForm(form.name) : '' }],\n        enabled: true,\n      }\n    },\n  },\n]\n\n/** The recipe with this id, or null for a string that names none. */\nexport function crmActionRecipe(id: unknown): CrmActionRecipe | null {\n  return CRM_ACTION_RECIPES.find((recipe) => recipe.id === id) ?? null\n}\n"],"names":["CONTACT_TAG_MAX_LENGTH","CRM_ACTION_RECIPE_IDS","WAIT_TIMED_OUT_FIELD","STALE_LEAD_WAIT_MINUTES","crmRecipeTagForForm","formName","trim","slice","CRM_ACTION_RECIPES","id","title","description","build","recipe","name","trigger","event","conditions","field","op","combinator","steps","type","roundRobin","kind","dueInDays","subject","body","tag","enabled","value","eventName","timeoutMinutes","when","picks","label","plural","prompt","none","input","form","picked","facts","crmActionRecipe","find"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,sBAAsB,QAAQ,mCAAkC;AAMzE;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,MAAMC,wBAAwB;IACnC;IACA;IACA;IACA;CACD,CAAS;AAWV;;;;CAIC,GACD,MAAMC,uBAAuB;AAE7B;;;;;CAKC,GACD,OAAO,MAAMC,0BAA0B,IAAI,KAAK,GAAE;AAElD;;;;CAIC,GACD,OAAO,SAASC,oBAAoBC,QAAgB;IAClD,OAAOA,SAASC,IAAI,GAAGC,KAAK,CAAC,GAAGP;AAClC;AAEA,OAAO,MAAMQ,qBAAiD;IAC5D;QACEC,IAAI;QACJC,OAAO;QACPC,aACE,uEACA;QACF;;;;;;;;;;;;;;;;;;;;;;;;;;KA0BC,GACDC,OAAO,IAAO,CAAA;gBACZC,QAAQ;gBACRC,MAAM;gBACNC,SAAS;oBACPC,OAAO;oBACPC,YAAY;wBAAC;4BAAEC,OAAO;4BAAUC,IAAI;wBAAW;qBAAE;oBACjDC,YAAY;gBACd;gBACAC,OAAO;oBACL;wBAAEC,MAAM;wBAAsBC,YAAY;oBAAK;oBAC/C;wBACED,MAAM;wBACNZ,OAAO;wBACPc,MAAM;wBACNC,WAAW;oBACb;oBACA;wBACEH,MAAM;wBACNI,SAAS;wBACTC,MACE,sEACA;oBACJ;oBACA;wBAAEL,MAAM;wBAAiBM,KAAK;oBAAU;iBACzC;gBACDC,SAAS;YACX,CAAA;IACF;IACA;QACEpB,IAAI;QACJC,OAAO;QACPC,aACE,0EACA;QACF;;;;;;;KAOC,GACDC,OAAO,IAAO,CAAA;gBACZC,QAAQ;gBACRC,MAAM;gBACNC,SAAS;oBAAEC,OAAO;gBAAU;gBAC5BK,OAAO;oBACL;wBACEC,MAAM;wBACNZ,OAAO;wBACPc,MAAM;wBACNC,WAAW;oBACb;iBACD;gBACDI,SAAS;YACX,CAAA;IACF;IACA;QACEpB,IAAI;QACJC,OAAO;QACPC,aACE,wEACA;QACF;;;;;;;KAOC,GACDC,OAAO,IAAO,CAAA;gBACZC,QAAQ;gBACRC,MAAM;gBACNC,SAAS;oBACPC,OAAO;oBACPC,YAAY;wBAAC;4BAAEC,OAAO;4BAAkBC,IAAI;4BAAUW,OAAO;wBAAO;qBAAE;oBACtEV,YAAY;gBACd;gBACAC,OAAO;oBACL;wBACEC,MAAM;wBACNS,WAAW;wBACXC,gBAAgB7B;oBAClB;oBACA;wBACEmB,MAAM;wBACNZ,OAAO;wBACPc,MAAM;wBACNC,WAAW;wBACXQ,MAAM;4BACJhB,YAAY;gCAAC;oCAAEC,OAAOhB;oCAAsBiB,IAAI;gCAAW;6BAAE;wBAC/D;oBACF;iBACD;gBACDU,SAAS;YACX,CAAA;IACF;IACA;QACEpB,IAAI;QACJC,OAAO;QACPC,aACE,yEACA;QACFuB,OAAO;YACLV,MAAM;YACNW,OAAO;YACPC,QAAQ;YACRC,QAAQ;YACRC,MAAM;QACR;QACA;;;;;;KAMC,GACD1B,OAAO,CAAC2B;;gBAMKC;YALX,MAAMA,OAAOD,yBAAAA,MAAOE,MAAM;YAC1B,OAAO;gBACL5B,QAAQ;gBACRC,MAAM0B,OAAO,CAAC,IAAI,EAAEA,KAAK1B,IAAI,CAACR,IAAI,GAAG,YAAY,CAAC,GAAG;gBACrDS,SAAS;oBACPC,OAAOwB,CAAAA,yBAAAA,cAAAA,KAAME,KAAK,qBAAXF,WAAa,CAAC,cAAc,MAAK,OAAO,SAAS;oBACxDvB,YAAY;wBAAC;4BAAEC,OAAO;4BAAUC,IAAI;4BAAUW,KAAK,UAAEU,wBAAAA,KAAM/B,EAAE,mBAAI;wBAAG;qBAAE;oBACtEW,YAAY;gBACd;gBACAC,OAAO;oBAAC;wBAAEC,MAAM;wBAAiBM,KAAKY,OAAOpC,oBAAoBoC,KAAK1B,IAAI,IAAI;oBAAG;iBAAE;gBACnFe,SAAS;YACX;QACF;IACF;CACD,CAAA;AAED,mEAAmE,GACnE,OAAO,SAASc,gBAAgBlC,EAAW;QAClCD;IAAP,QAAOA,2BAAAA,mBAAmBoC,IAAI,CAAC,CAAC/B,SAAWA,OAAOJ,EAAE,KAAKA,eAAlDD,2BAAyD;AAClE"}

package/src/lib/model/crm-task-reminders.d.ts

@@ -0,0 +1,152 @@
+/**
+ * @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.
+ */
+/**
+ * A task's reminder at its own time (AGL-2659).
+ *
+ * The daily digest says once a morning what is late and what is due today;
+ * nothing said "the 3:00 call is at 3:00". A task now carries `remindAtMs`
+ * — the due time unless a person moved it, `null` for none — and an hourly
+ * route reads every open task whose reminder has come due and tells the
+ * assignee once, in the console and by mail. Every judgment here is pure so
+ * the three writers of the field (the task routes, the REST resource, the
+ * drawer) and the route that reads it agree on what a reminder is.
+ *
+ * ## Which reminder a save leaves
+ *
+ * A caller that SAYS what the reminder is gets what it said. A caller that
+ * says nothing gets the rule: a new task's reminder is its due time, and an
+ * edit that moves the due date moves a reminder that still sat on the old
+ * due time — the reminder was never a choice of its own, so it follows —
+ * while a reminder somebody set to a time of their own stays where they put
+ * it. The one thing an edit never does is invent a reminder for a task that
+ * has none.
+ */
+import type { CrmTask } from '@aglyn/aglyn/app-utils/crm';
+/**
+ * The most due reminders one org's sweep reads per run.
+ *
+ * NEWEST FIRST, which is the whole reason a ceiling is safe here. A sent
+ * reminder keeps its `remindAtMs` — the drawer shows when it fired — so the
+ * range "reminders up to now" holds every reminder an open task ever had,
+ * and a window of the OLDEST five hundred would fill with ones already sent
+ * and never reach a new one. The newest five hundred always begin with what
+ * fell due since the last run; the sent ones sit behind them.
+ */
+export declare const CRM_TASK_REMINDER_CEILING = 500;
+/** The two fields the rule reads off a stored task, or off nothing on create. */
+export interface CrmTaskReminderState {
+    dueAtMs: number | null;
+    remindAtMs: number | null;
+}
+/**
+ * The reminder a save leaves on the task — see the module comment.
+ *
+ * `remindAtMs` is what the caller SAID: a time, `null` for "no reminder",
+ * `undefined` for nothing said. `previous` is the stored task, or `null`
+ * when the task is being created. A stored task from before reminders
+ * existed carries no `remindAtMs` at all; it reads as `null` here — no
+ * reminder — rather than as one that follows the due date, because a task
+ * nobody ever set a reminder on should not start reminding the day its
+ * title is corrected.
+ */
+export declare function crmTaskReminderAfterEdit(input: {
+    dueAtMs: number | null;
+    remindAtMs?: number | null;
+    previous: CrmTaskReminderState | null;
+}): number | null;
+/** Whether a task's reminder is still owed: set, and not yet handled. */
+export declare function crmTaskReminderPending(task: Pick<CrmTask, 'remindAtMs' | 'reminderSentAtMs'>): boolean;
+/**
+ * Whether the runner owes this task a reminder now: open, pending, and the
+ * reminder's time has come. The query reads the first and third off the
+ * index; the second is a fact about a field's absence, which a query cannot
+ * select on, so the runner asks it here over the page it read.
+ */
+export declare function crmTaskReminderDue(task: Pick<CrmTask, 'status' | 'remindAtMs' | 'reminderSentAtMs'>, nowMs: number): boolean;
+/** A due reminder as the runner carries it: the fields a line and a link need. */
+export interface CrmReminderTask extends Pick<CrmTask, 'title' | 'kind' | 'contactId' | 'companyId' | 'dealId'> {
+    id: string;
+    dueAtMs: number | null;
+    remindAtMs: number;
+    assigneeUid: string;
+    /** The site the task was created on, or `''` for the organization's own. */
+    hostId: string;
+}
+/**
+ * The console path a reminder opens: the record the task is for, in the
+ * hub, or the tasks list when it is for nobody in particular — the same
+ * page the assignment notification opens, in the `/{hostDocId}/rest` shape
+ * every host notification uses and the `/org/rest` shape the console
+ * rewrites onto the organization's own hub for a task with no site.
+ */
+export declare function crmTaskReminderLink(hostId: string | null, task: Pick<CrmTask, 'contactId' | 'companyId' | 'dealId'>): string;
+/**
+ * `Wed, Sep 9, 3:00 PM CDT` — the words a reminder says a time with. The zone
+ * is the server's choice, not the reader's, so it is printed: a reader an
+ * hour away would otherwise take it for their own clock.
+ */
+export declare function crmTaskReminderWhen(ms: number, timeZone: string): string;
+/**
+ * One task as the reminder email lists it: its title and when it is due, or
+ * that it has no due date — a reminder can sit on a task with none, at a time
+ * the person chose.
+ */
+export declare function crmTaskReminderLine(task: Pick<CrmReminderTask, 'title' | 'dueAtMs'>, timeZone: string): string;
+/**
+ * The console notification's body, one per task, which is also what a
+ * preview of it shows. It says it is a reminder and names the workspace, so
+ * it reads whole without the "Task reminder" title above it.
+ */
+export declare function composeCrmTaskReminderBody(task: Pick<CrmReminderTask, 'title' | 'dueAtMs'>, timeZone: string, workspaceName?: string): string;
+/**
+ * One mail per member per run, so five tasks due at nine o'clock are one
+ * message and not five. The subject names the task when there is one, and
+ * never says a task is due: a reminder can be set ahead of the due time, or
+ * on a task with none.
+ */
+export declare function composeCrmTaskReminderSubject(tasks: ReadonlyArray<Pick<CrmReminderTask, 'title'>>): string;
+/** What the reminder email needs from the route besides the tasks. */
+export interface CrmTaskReminderEmailInput {
+    tasks: readonly CrmReminderTask[];
+    timeZone: string;
+    /** The product name the mail reads as — the org's brand when white-labeled. */
+    productName: string;
+    /**
+     * The workspace the tasks are in. The system email shows only the body, so
+     * the body names it: a member of two workspaces gets reminders from each.
+     */
+    workspaceName?: string;
+    /** The console page a task opens on, absolute. */
+    taskUrl: (task: CrmReminderTask) => string;
+    /** Account settings → Notifications, where the category can be muted. */
+    settingsUrl: string;
+    /** The brand's support line, already prefixed, or empty. */
+    supportLine?: string;
+    /**
+     * Leave out the closing paragraph and the support line (AGL-3367), for the
+     * copy that goes inside a system email: its footer says why the mail came
+     * and where to get help, and its body links the settings page.
+     */
+    omitClosing?: boolean;
+}
+/**
+ * The plain-text email. Text rather than a designed template for the
+ * reason the digest gives: the body is a list, and `sendEmail` synthesizes
+ * the HTML part that makes its links live. Soonest due first, each task on
+ * its own line with its link under it, and the way out last.
+ */
+export declare function composeCrmTaskReminderEmailText(input: CrmTaskReminderEmailInput): string;

package/src/lib/model/crm-task-reminders.js

@@ -0,0 +1,161 @@
+/**
+ * @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.
+ */ /**
+ * A task's reminder at its own time (AGL-2659).
+ *
+ * The daily digest says once a morning what is late and what is due today;
+ * nothing said "the 3:00 call is at 3:00". A task now carries `remindAtMs`
+ * — the due time unless a person moved it, `null` for none — and an hourly
+ * route reads every open task whose reminder has come due and tells the
+ * assignee once, in the console and by mail. Every judgment here is pure so
+ * the three writers of the field (the task routes, the REST resource, the
+ * drawer) and the route that reads it agree on what a reminder is.
+ *
+ * ## Which reminder a save leaves
+ *
+ * A caller that SAYS what the reminder is gets what it said. A caller that
+ * says nothing gets the rule: a new task's reminder is its due time, and an
+ * edit that moves the due date moves a reminder that still sat on the old
+ * due time — the reminder was never a choice of its own, so it follows —
+ * while a reminder somebody set to a time of their own stays where they put
+ * it. The one thing an edit never does is invent a reminder for a task that
+ * has none.
+ */ /**
+ * The most due reminders one org's sweep reads per run.
+ *
+ * NEWEST FIRST, which is the whole reason a ceiling is safe here. A sent
+ * reminder keeps its `remindAtMs` — the drawer shows when it fired — so the
+ * range "reminders up to now" holds every reminder an open task ever had,
+ * and a window of the OLDEST five hundred would fill with ones already sent
+ * and never reach a new one. The newest five hundred always begin with what
+ * fell due since the last run; the sent ones sit behind them.
+ */ export const CRM_TASK_REMINDER_CEILING = 500;
+/**
+ * The reminder a save leaves on the task — see the module comment.
+ *
+ * `remindAtMs` is what the caller SAID: a time, `null` for "no reminder",
+ * `undefined` for nothing said. `previous` is the stored task, or `null`
+ * when the task is being created. A stored task from before reminders
+ * existed carries no `remindAtMs` at all; it reads as `null` here — no
+ * reminder — rather than as one that follows the due date, because a task
+ * nobody ever set a reminder on should not start reminding the day its
+ * title is corrected.
+ */ export function crmTaskReminderAfterEdit(input) {
+    var _previous_remindAtMs;
+    const { dueAtMs, remindAtMs, previous } = input;
+    if (remindAtMs !== undefined) return remindAtMs;
+    if (!previous) return dueAtMs;
+    const followed = typeof previous.remindAtMs === 'number' && previous.remindAtMs === previous.dueAtMs;
+    if (followed && dueAtMs !== previous.dueAtMs) return dueAtMs;
+    return (_previous_remindAtMs = previous.remindAtMs) != null ? _previous_remindAtMs : null;
+}
+/** Whether a task's reminder is still owed: set, and not yet handled. */ export function crmTaskReminderPending(task) {
+    return typeof task.remindAtMs === 'number' && task.reminderSentAtMs === undefined;
+}
+/**
+ * Whether the runner owes this task a reminder now: open, pending, and the
+ * reminder's time has come. The query reads the first and third off the
+ * index; the second is a fact about a field's absence, which a query cannot
+ * select on, so the runner asks it here over the page it read.
+ */ export function crmTaskReminderDue(task, nowMs) {
+    return task.status === 'open' && crmTaskReminderPending(task) && task.remindAtMs <= nowMs;
+}
+/**
+ * The console path a reminder opens: the record the task is for, in the
+ * hub, or the tasks list when it is for nobody in particular — the same
+ * page the assignment notification opens, in the `/{hostDocId}/rest` shape
+ * every host notification uses and the `/org/rest` shape the console
+ * rewrites onto the organization's own hub for a task with no site.
+ */ export function crmTaskReminderLink(hostId, task) {
+    const base = hostId ? `/${hostId}/crm` : '/org/crm';
+    if (task.contactId) return `${base}/contacts/${encodeURIComponent(task.contactId)}`;
+    if (task.dealId) return `${base}/deals/${encodeURIComponent(task.dealId)}`;
+    if (task.companyId) return `${base}/companies/${encodeURIComponent(task.companyId)}`;
+    return `${base}/tasks`;
+}
+/**
+ * `Wed, Sep 9, 3:00 PM CDT` — the words a reminder says a time with. The zone
+ * is the server's choice, not the reader's, so it is printed: a reader an
+ * hour away would otherwise take it for their own clock.
+ */ export function crmTaskReminderWhen(ms, timeZone) {
+    return new Date(ms).toLocaleString('en-US', {
+        timeZone,
+        weekday: 'short',
+        month: 'short',
+        day: 'numeric',
+        hour: 'numeric',
+        minute: '2-digit',
+        timeZoneName: 'short'
+    });
+}
+/**
+ * One task as the reminder email lists it: its title and when it is due, or
+ * that it has no due date — a reminder can sit on a task with none, at a time
+ * the person chose.
+ */ export function crmTaskReminderLine(task, timeZone) {
+    return typeof task.dueAtMs === 'number' ? `${task.title} · due ${crmTaskReminderWhen(task.dueAtMs, timeZone)}` : `${task.title} · no due date`;
+}
+/**
+ * The console notification's body, one per task, which is also what a
+ * preview of it shows. It says it is a reminder and names the workspace, so
+ * it reads whole without the "Task reminder" title above it.
+ */ export function composeCrmTaskReminderBody(task, timeZone, workspaceName) {
+    const workspace = workspaceName == null ? void 0 : workspaceName.trim();
+    const when = typeof task.dueAtMs === 'number' ? `, due ${crmTaskReminderWhen(task.dueAtMs, timeZone)}.` : ' (no due date).';
+    return `Reminder for your task${workspace ? ` in ${workspace}` : ''}: ${task.title}${when}`;
+}
+/**
+ * One mail per member per run, so five tasks due at nine o'clock are one
+ * message and not five. The subject names the task when there is one, and
+ * never says a task is due: a reminder can be set ahead of the due time, or
+ * on a task with none.
+ */ export function composeCrmTaskReminderSubject(tasks) {
+    if (tasks.length === 1) return `Reminder: ${tasks[0].title}`;
+    return `Reminder: ${tasks.length} tasks`;
+}
+/**
+ * The plain-text email. Text rather than a designed template for the
+ * reason the digest gives: the body is a list, and `sendEmail` synthesizes
+ * the HTML part that makes its links live. Soonest due first, each task on
+ * its own line with its link under it, and the way out last.
+ */ export function composeCrmTaskReminderEmailText(input) {
+    var _input_supportLine;
+    var _input_workspaceName;
+    const { tasks, timeZone, productName } = input;
+    const ordered = [
+        ...tasks
+    ].sort((a, b)=>{
+        var _a_dueAtMs, _b_dueAtMs;
+        return ((_a_dueAtMs = a.dueAtMs) != null ? _a_dueAtMs : a.remindAtMs) - ((_b_dueAtMs = b.dueAtMs) != null ? _b_dueAtMs : b.remindAtMs);
+    });
+    // "About", never "is due": a reminder fires at the time somebody chose,
+    // which may be a day ahead of the due date or on a task with none, and
+    // each line below says when its task is actually due.
+    const where = ((_input_workspaceName = input.workspaceName) == null ? void 0 : _input_workspaceName.trim()) ? ` in ${input.workspaceName.trim()}` : '';
+    const lines = [
+        ordered.length === 1 ? `A reminder from ${productName} about your task${where}:` : `A reminder from ${productName} about ${ordered.length} of your tasks${where}:`,
+        ''
+    ];
+    for (const task of ordered){
+        lines.push(`- ${crmTaskReminderLine(task, timeZone)}`);
+        lines.push(`  ${input.taskUrl(task)}`);
+    }
+    if (input.omitClosing) return lines.join('\n').trimEnd();
+    lines.push('', 'You get task reminders because the Forms & bookings category is on in ' + `your notification settings: ${input.settingsUrl}`);
+    return lines.join('\n') + ((_input_supportLine = input.supportLine) != null ? _input_supportLine : '');
+}
+
+//# sourceMappingURL=crm-task-reminders.js.map