@aglyn/plugins-crm 1.0.0-beta.224 → 1.0.0-beta.226

package/src/lib/model/lead-filters.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-filters.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 {\n  EMAIL_STATE_LABELS,\n  EMAIL_STATE_STATUSES,\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_OPEN_STATUSES,\n  CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n  CRM_LEAD_STATUSES,\n  type EmailStateStatus,\n  type CrmLeadStatus,\n  type CrmPicklist,\n  crmLeadSourceKey,\n  crmPicklistKey,\n} from '@aglyn/aglyn'\nimport type { CrmViewFilterClause } from '@aglyn/aglyn'\nimport { SCOPED_SEARCH_JOIN } from '@aglyn/aglyn/app-utils/name-search'\nimport type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { type ListGridFilterCodec, listSelectCodec } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport {\n  LIST_QUERY_DISJUNCTIONS,\n  type ListQueryDeclaration,\n  type ListQuerySort,\n} from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport {\n  CRM_LIST_SEARCH,\n  type CrmClauseAsked,\n  crmAnyOf,\n  crmClauseValues,\n  crmSelectField,\n} from './crm-list-query'\nimport {\n  isLeadSourceDirection,\n  LEAD_SOURCE_DIRECTION_LABELS,\n  LEAD_SOURCE_DIRECTIONS,\n  leadSourceLabelsOfDirection,\n  STANDARD_LEAD_SOURCES,\n} from './lead-source-direction'\n\n/**\n * What the Leads section's `Show` control offers (AGL-2608): the two\n * aggregate views and each status on its own. `open` is the default — the\n * list opens on the work — asked of the query as\n * `status in [new, nurturing, working]`,\n * which every lead answers because every lead writer stores a status, `new`\n * for one nobody has touched (`crmLeadListFields`, AGL-3321).\n */\nexport type LeadFilter = 'open' | 'all' | CrmLeadStatus\n\nexport const LEAD_FILTERS: readonly LeadFilter[] = [\n  'open',\n  'new',\n  'nurturing',\n  'working',\n  'qualified',\n  'unqualified',\n  'all',\n]\n\nexport const LEAD_FILTER_LABELS: Record<LeadFilter, string> = {\n  open: 'Open',\n  all: 'All',\n  new: CRM_LEAD_STATUS_LABELS.new,\n  nurturing: CRM_LEAD_STATUS_LABELS.nurturing,\n  working: CRM_LEAD_STATUS_LABELS.working,\n  qualified: CRM_LEAD_STATUS_LABELS.qualified,\n  unqualified: CRM_LEAD_STATUS_LABELS.unqualified,\n}\n\n/**\n * The Leads section's `Email` control (AGL-3245): every lead, the ones a\n * member must not email — any verdict but `ok` — the ones nothing has been\n * said about, or one verdict on its own. Beside `Show`, not inside it: a\n * bounce does not move a lead out of Open, and a queue of bounced leads is\n * a queue of people to reach some other way.\n */\nexport type LeadEmailFilter = 'any' | 'problem' | 'none' | EmailStateStatus\n\nexport const LEAD_EMAIL_FILTERS: readonly LeadEmailFilter[] = [\n  'any',\n  'problem',\n  ...EMAIL_STATE_STATUSES,\n  'none',\n]\n\nexport const LEAD_EMAIL_FILTER_LABELS: Record<LeadEmailFilter, string> = {\n  any: 'Any',\n  problem: 'Cannot be emailed',\n  none: 'Nothing known',\n  ...EMAIL_STATE_LABELS,\n}\n\n/**\n * The `Lead source` control's \"no lead source\" choice (AGL-3298). Held in\n * the saved view as an `isEmpty` clause, never as this string; it is only\n * the select's own value for the choice.\n */\nexport const LEAD_SOURCE_FILTER_NONE = '\\u0000none'\n\n/*==========================================\n * THE LEADS GRID'S FILTERS (AGL-3313).\n *\n * The Show, Email, Campaign and Lead source dropdowns became columns of the\n * grid's own Filters panel. Their clauses keep the shape the dropdowns\n * stored, so every saved view of leads reads as it did:\n *\n *   status       `equals <filter>`; none at all is Open, `all` is every lead\n *   emailState   `equals <filter>`\n *   campaignIds  `contains <campaign id>`\n *   leadSource   `equals <label>`, or `isEmpty` for the leads holding none\n *   leadSourceDirection   `equals inbound|outbound` (AGL-3511): every lead\n *                whose lead source is a value of that group\n *   industry, rating   `equals <key>` (AGL-3513): a value of the org's\n *                Industry or Rating list, by the key the query compares\n *\n * Every one is asked of the Leads query (AGL-3321) through the field a\n * writer stores for it — see {@link leadQueryClause}.\n *=========================================*/\n\n/** The fields the grid's panel offers on Leads. */\nexport const LEAD_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'status', kind: 'exact', path: 'status', operators: ['equals', 'isAnyOf'] },\n  { column: 'emailState', kind: 'exact', path: 'emailState', operators: ['equals', 'isAnyOf'] },\n  { column: 'ownerUid', kind: 'exact', path: 'ownerUid', operators: ['equals', 'isAnyOf'] },\n  { column: 'leadSource', kind: 'exact', path: 'leadSource', operators: ['equals', 'isAnyOf'] },\n  {\n    column: 'leadSourceDirection',\n    kind: 'exact',\n    path: 'leadSourceDirection',\n    operators: ['equals', 'isAnyOf'],\n  },\n  { column: 'campaignIds', kind: 'exact', path: 'campaignIds', operators: ['equals'] },\n  // Salesforce's Industry and Rating (AGL-3513), the lists companies keep.\n  { column: 'industry', kind: 'exact', path: 'industry', operators: ['equals', 'isAnyOf'] },\n  { column: 'rating', kind: 'exact', path: 'rating', operators: ['equals', 'isAnyOf'] },\n]\n\n/**\n * The lead picklist columns the list filters by (AGL-3513), each with the\n * list its choices come from: a choice's value is the KEY the query\n * compares, its caption the label.\n */\nexport const LEAD_PICKLIST_FILTERS = [\n  { column: 'industry', picklistId: 'industry', header: 'Industry' },\n  { column: 'rating', picklistId: 'rating', header: 'Rating' },\n] as const\n\n/** What each filter field reads as on a chip. */\nexport const LEAD_LIST_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  status: 'Status',\n  emailState: 'Email',\n  ownerUid: 'Owner',\n  leadSource: 'Lead source',\n  leadSourceDirection: 'Lead source direction',\n  campaignIds: 'Campaign',\n  industry: 'Industry',\n  rating: 'Rating',\n}\n\n/** The choices for Status: Open (new, nurturing or working) and each status on its own. */\nexport const LEAD_STATUS_FILTER_OPTIONS = LEAD_FILTERS.filter(\n  (option) => option !== 'all',\n).map((option) => ({\n  value: option,\n  label: option === 'open' ? 'Open (new, nurturing or working)' : LEAD_FILTER_LABELS[option],\n}))\n\n/** The choices for Email: every verdict, plus the two aggregates. */\nexport const LEAD_EMAIL_FILTER_OPTIONS = LEAD_EMAIL_FILTERS.filter(\n  (option) => option !== 'any',\n).map((option) => ({ value: option, label: LEAD_EMAIL_FILTER_LABELS[option] }))\n\n/** The choices for Lead source direction: each group of the Lead source picklist. */\nexport const LEAD_SOURCE_DIRECTION_FILTER_OPTIONS = LEAD_SOURCE_DIRECTIONS.map((direction) => ({\n  value: direction,\n  label: LEAD_SOURCE_DIRECTION_LABELS[direction],\n}))\n\n/**\n * The Status choices as an org reads them (AGL-3512): still one choice per\n * MEANING — the query asks `status` — each named by the org's values of that\n * meaning, so a list that keeps \"Contacted\" and \"Meeting set\" as Working\n * reads \"Working: Contacted, Meeting set\".\n */\nexport function leadStatusFilterOptions(\n  picklist: CrmPicklist,\n): Array<{ value: string; label: string }> {\n  const named = (status: CrmLeadStatus): string => {\n    const labels = picklist.values\n      .filter((value) => value.meaning === status && value.active)\n      .map((value) => value.label)\n    const meaning = picklistMeaningName(status)\n    if (!labels.length) return meaning\n    if (labels.length === 1 && labels[0] === meaning) return meaning\n    return `${meaning}: ${labels.join(', ')}`\n  }\n  return LEAD_FILTERS.filter((option) => option !== 'all').map((option) => ({\n    value: option,\n    label: option === 'open' ? 'Open (new, nurturing or working)' : named(option),\n  }))\n}\n\nconst picklistMeaningName = (status: CrmLeadStatus): string => CRM_LEAD_STATUS_LABELS[status]\n\nconst STATUS_OPEN: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'open' }\nconst STATUS_ALL: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'all' }\n\n/**\n * The clauses the grid shows for a view's stored ones. A stored list with\n * no status clause is Open, which the list opened on before views existed,\n * so it is shown as the clause it means; `status equals all` is every lead\n * and so no clause at all.\n */\nexport function leadClausesForGrid(\n  stored: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = stored.find((clause) => clause.field === 'status')\n  if (!status) return [STATUS_OPEN, ...stored]\n  if (status.op === 'equals' && status.value === 'all') {\n    return stored.filter((clause) => clause.field !== 'status')\n  }\n  return [...stored]\n}\n\n/** The inverse of {@link leadClausesForGrid}: what the view stores. */\nexport function leadClausesToStore(\n  shown: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = shown.find((clause) => clause.field === 'status')\n  if (!status) return [...shown, STATUS_ALL]\n  if (status.op === 'equals' && status.value === 'open') {\n    return shown.filter((clause) => clause.field !== 'status')\n  }\n  return [...shown]\n}\n\n/** Campaign clauses were stored as `contains`; the panel's select says `is`. */\nexport const LEAD_CAMPAIGN_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'contains' || clause.op === 'equals'\n      ? { operator: 'is', value: clause.value }\n      : null,\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    return clause && clause.op === 'equals' ? { ...clause, op: 'contains' } : null\n  },\n}\n\n/** \"No lead source\" is an `isEmpty` clause, shown as a choice of the select. */\nexport const LEAD_SOURCE_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'isEmpty'\n      ? { operator: 'is', value: LEAD_SOURCE_FILTER_NONE }\n      : listSelectCodec.toItem(clause),\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    if (clause?.op === 'equals' && clause.value === LEAD_SOURCE_FILTER_NONE) {\n      return { field: clause.field, op: 'isEmpty', value: '' }\n    }\n    return clause\n  },\n}\n\n/** The Leads fields whose stored clauses translate their own way. */\nexport const LEAD_FILTER_CODECS: Readonly<Record<string, ListGridFilterCodec>> = {\n  campaignIds: LEAD_CAMPAIGN_CODEC,\n  leadSource: LEAD_SOURCE_CODEC,\n}\n\n/*==========================================\n * THE LEADS QUERY (AGL-3321).\n *\n * `orgs/{orgId}/leads`, newest seen first, under a site narrowed by the\n * `visibleTo` scope clause. Each grid clause is asked through a field every\n * lead writer stores (`crmLeadListFields` in `@aglyn/aglyn`):\n *\n *   status       `status`, stored `new` on a lead nobody has touched, so\n *                Open is `status in [new, nurturing, working]`\n *   emailState   `emailStatus`, the verdict's status or `none`; \"Cannot be\n *                emailed\" is every verdict but `ok`\n *   leadSource   `leadSourceKey`, the label as the picklist compares it, or\n *                `null` for none\n *   leadSourceDirection   `leadSourceKey in [...]` over the key of every\n *                value the org's list files under that group, read when\n *                the clause is asked — a direction is never stored on a\n *                lead, so regrouping a value moves its leads with it. One\n *                `in` holds thirty keys, and a group holding more is\n *                refused by name rather than half asked\n *   ownerUid     as stored\n *   industry, rating   `industryKey`, `ratingKey` (AGL-3513), each label\n *                as the picklist compares it\n *   campaignIds  `array-contains` on the lead's own campaigns; under a site,\n *                `scopedCampaignIds` — the campaign behind each of the\n *                site's scope tokens — which stands in the scope clause's\n *                place, so the one array clause answers both\n *\n * and the search box reads `searchTokens` — word prefixes of the name,\n * address, company, title and tags. Every equality rides one\n * `(field, lastSeenAtMs DESC)` composite; the campaign and the search are\n * array clauses, so the two do not stand together (nor under a site, where\n * the scope clause is the query's one array clause, save the search, which\n * folds into it for a reader who may drop it).\n *=========================================*/\n\n/** The one order the Leads list takes: newest seen first. */\nexport const LEAD_LIST_SORTS: readonly ListQuerySort[] = [{ path: 'lastSeenAtMs', direction: 'desc' }]\n\n/** The fields the Leads query asks — each a stored field, as named. */\nexport const LEAD_QUERY_FIELDS: readonly ListFilterField[] = [\n  crmSelectField('status'),\n  crmSelectField('emailStatus'),\n  crmSelectField('ownerUid'),\n  {\n    column: 'leadSourceKey',\n    kind: 'exact',\n    path: 'leadSourceKey',\n    presence: 'nullable',\n    operators: ['equals', 'isAnyOf', 'isEmpty'],\n  },\n  {\n    column: 'campaignIds',\n    kind: 'exact',\n    path: 'campaignIds',\n    tokensPath: 'campaignIds',\n    operators: ['contains'],\n  },\n  // Industry and Rating (AGL-3513), by the key each writer stores.\n  crmSelectField('industryKey'),\n  crmSelectField('ratingKey'),\n  {\n    // A campaign under a site: the lead's campaigns behind its scope.\n    column: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    kind: 'exact',\n    path: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    tokensPath: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    operators: ['isAnyOf'],\n  },\n]\n\nexport const LEAD_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: LEAD_QUERY_FIELDS,\n  sorts: LEAD_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the address, beside the scope clause — the `(visibleTo, email)`\n * composite the Inbox's leads list reads too.\n */\nexport const LEAD_PREFIX_SEARCH = {\n  field: {\n    column: 'email',\n    kind: 'text',\n    path: 'email',\n    lowerPath: 'email',\n    presence: 'always',\n    operators: ['startsWith'],\n  } satisfies ListFilterField,\n  notice: 'Search matches the start of a lead’s address for access limited to specific sites.',\n}\n\n/** Whether an asked clause stands in for the scope clause: a campaign behind the site's scope. */\nexport const leadClauseImpliesScope = (clause: ListFilterRequest): boolean =>\n  clause.field === CRM_LEAD_SCOPED_CAMPAIGNS_FIELD\n\n/** The verdicts a member must not email to: every one but `ok`. */\nconst EMAIL_PROBLEMS = EMAIL_STATE_STATUSES.filter((status) => status !== 'ok')\n\n/** Who is asking, for the one clause whose shape depends on it: the Campaign. */\nexport interface LeadQueryReader {\n  /** The site's scope tokens, or `null` at the organization level. */\n  scopeTokens: readonly string[] | null\n  /** Whether the reader may run a query without the scope clause (`useCrmFoldsScope`). */\n  foldsScope: boolean\n  /**\n   * The org's Lead source list, which a direction is expanded through;\n   * the standard values alone while it has not been read.\n   */\n  leadSources?: CrmPicklist\n}\n\nconst ORG_READER: LeadQueryReader = { scopeTokens: null, foldsScope: true }\n\n/**\n * One grid clause as the clause the Leads query asks — see the block above.\n * A value the list does not know is refused by name rather than dropped, so\n * a stored view that names a retired choice says so.\n */\nexport function leadQueryClause(\n  clause: CrmViewFilterClause | ListFilterRequest,\n  reader: LeadQueryReader = ORG_READER,\n): CrmClauseAsked {\n  const values = crmClauseValues(clause)\n  switch (clause.field) {\n    case 'status': {\n      const statuses: string[] = []\n      for (const value of values) {\n        if (value === 'open') statuses.push(...CRM_LEAD_OPEN_STATUSES)\n        else if ((CRM_LEAD_STATUSES as readonly string[]).includes(value)) statuses.push(value)\n        else return { refused: `${value} is not a lead status` }\n      }\n      return crmAnyOf('status', statuses)\n    }\n    case 'emailState': {\n      const keys: string[] = []\n      for (const value of values) {\n        if (value === 'problem') keys.push(...EMAIL_PROBLEMS)\n        else if (value === 'none') keys.push('none')\n        else if ((EMAIL_STATE_STATUSES as readonly string[]).includes(value)) keys.push(value)\n        else return { refused: `${value} is not an email verdict` }\n      }\n      return crmAnyOf('emailStatus', keys)\n    }\n    case 'leadSource': {\n      if (clause.op === 'isEmpty' || (values.length === 1 && values[0] === LEAD_SOURCE_FILTER_NONE)) {\n        return { field: 'leadSourceKey', op: 'isEmpty', value: '' }\n      }\n      if (values.includes(LEAD_SOURCE_FILTER_NONE)) {\n        return { refused: '\"No lead source\" cannot be picked beside a value' }\n      }\n      const keys = values.map((value) => crmLeadSourceKey(value)).filter((key): key is string => Boolean(key))\n      return crmAnyOf('leadSourceKey', keys)\n    }\n    case 'leadSourceDirection': {\n      const picklist = reader.leadSources ?? STANDARD_LEAD_SOURCES\n      const keys: string[] = []\n      for (const value of values) {\n        if (!isLeadSourceDirection(value)) return { refused: `${value} is not a lead source direction` }\n        for (const label of leadSourceLabelsOfDirection(picklist, value)) {\n          const key = crmLeadSourceKey(label)\n          if (key) keys.push(key)\n        }\n      }\n      const unique = [...new Set(keys)]\n      if (!unique.length) return { refused: 'no lead source is in that direction yet' }\n      if (unique.length > LIST_QUERY_DISJUNCTIONS) {\n        return {\n          refused: `more than ${LIST_QUERY_DISJUNCTIONS} lead sources are in that direction — filter by Lead source instead`,\n        }\n      }\n      return crmAnyOf('leadSourceKey', unique)\n    }\n    case 'ownerUid':\n      return crmAnyOf('ownerUid', values)\n    case 'industry':\n    case 'rating': {\n      // A choice is the key; a label typed into a stored view keys the same way.\n      const keys = values.map((value) => crmPicklistKey(value)).filter((key): key is string => Boolean(key))\n      return crmAnyOf(clause.field === 'industry' ? 'industryKey' : 'ratingKey', keys)\n    }\n    case 'campaignIds': {\n      if (values.length !== 1) return { refused: 'pick one campaign' }\n      if (!reader.scopeTokens) return { field: 'campaignIds', op: 'contains', value: values[0] }\n      if (!reader.foldsScope) {\n        return {\n          refused:\n            'your access is limited to specific sites, which this filter cannot be combined with — an organization administrator can use it',\n        }\n      }\n      return {\n        field: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n        op: 'isAnyOf',\n        value: reader.scopeTokens.map((token) => `${token}${SCOPED_SEARCH_JOIN}${values[0]}`).join(','),\n      }\n    }\n    default:\n      return { refused: 'this list does not filter by that' }\n  }\n}\n\n/**\n * The query shape the Leads list can send beyond its own declaration, for\n * the index pin (AGL-3321): a collaborator's address prefix beside the\n * equalities they may set.\n */\nexport function leadIndexShapes(): ListQueryDeclaration[] {\n  const equalities = LEAD_QUERY_FIELDS.filter((field) => !field.tokensPath)\n  return [{ fields: [LEAD_PREFIX_SEARCH.field, ...equalities], sorts: [] 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-filters.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 {\n  EMAIL_STATE_LABELS,\n  EMAIL_STATE_STATUSES,\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_OPEN_STATUSES,\n  CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n  CRM_LEAD_SOURCE_DIRECTION_FIELD,\n  CRM_LEAD_STATUSES,\n  type EmailStateStatus,\n  type CrmLeadStatus,\n  type CrmPicklist,\n  crmLeadSourceKey,\n  crmPicklistKey,\n} from '@aglyn/aglyn'\nimport type { CrmViewFilterClause } from '@aglyn/aglyn'\nimport { SCOPED_SEARCH_JOIN } from '@aglyn/aglyn/app-utils/name-search'\nimport type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { type ListGridFilterCodec, listSelectCodec } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport {\n  CRM_LIST_SEARCH,\n  type CrmClauseAsked,\n  crmAnyOf,\n  crmClauseValues,\n  crmSelectField,\n} from './crm-list-query'\nimport {\n  isLeadSourceDirection,\n  LEAD_SOURCE_DIRECTION_LABELS,\n  LEAD_SOURCE_DIRECTIONS,\n} from './lead-source-direction'\n\n/**\n * What the Leads section's `Show` control offers (AGL-2608): the two\n * aggregate views and each status on its own. `open` is the default — the\n * list opens on the work — asked of the query as\n * `status in [new, nurturing, working]`,\n * which every lead answers because every lead writer stores a status, `new`\n * for one nobody has touched (`crmLeadListFields`, AGL-3321).\n */\nexport type LeadFilter = 'open' | 'all' | CrmLeadStatus\n\nexport const LEAD_FILTERS: readonly LeadFilter[] = [\n  'open',\n  'new',\n  'nurturing',\n  'working',\n  'qualified',\n  'unqualified',\n  'all',\n]\n\nexport const LEAD_FILTER_LABELS: Record<LeadFilter, string> = {\n  open: 'Open',\n  all: 'All',\n  new: CRM_LEAD_STATUS_LABELS.new,\n  nurturing: CRM_LEAD_STATUS_LABELS.nurturing,\n  working: CRM_LEAD_STATUS_LABELS.working,\n  qualified: CRM_LEAD_STATUS_LABELS.qualified,\n  unqualified: CRM_LEAD_STATUS_LABELS.unqualified,\n}\n\n/**\n * The Leads section's `Email` control (AGL-3245): every lead, the ones a\n * member must not email — any verdict but `ok` — the ones nothing has been\n * said about, or one verdict on its own. Beside `Show`, not inside it: a\n * bounce does not move a lead out of Open, and a queue of bounced leads is\n * a queue of people to reach some other way.\n */\nexport type LeadEmailFilter = 'any' | 'problem' | 'none' | EmailStateStatus\n\nexport const LEAD_EMAIL_FILTERS: readonly LeadEmailFilter[] = [\n  'any',\n  'problem',\n  ...EMAIL_STATE_STATUSES,\n  'none',\n]\n\nexport const LEAD_EMAIL_FILTER_LABELS: Record<LeadEmailFilter, string> = {\n  any: 'Any',\n  problem: 'Cannot be emailed',\n  none: 'Nothing known',\n  ...EMAIL_STATE_LABELS,\n}\n\n/**\n * The `Lead source` control's \"no lead source\" choice (AGL-3298). Held in\n * the saved view as an `isEmpty` clause, never as this string; it is only\n * the select's own value for the choice.\n */\nexport const LEAD_SOURCE_FILTER_NONE = '\\u0000none'\n\n/*==========================================\n * THE LEADS GRID'S FILTERS (AGL-3313).\n *\n * The Show, Email, Campaign and Lead source dropdowns became columns of the\n * grid's own Filters panel. Their clauses keep the shape the dropdowns\n * stored, so every saved view of leads reads as it did:\n *\n *   status       `equals <filter>`; none at all is Open, `all` is every lead\n *   emailState   `equals <filter>`\n *   campaignIds  `contains <campaign id>`\n *   leadSource   `equals <label>`, or `isEmpty` for the leads holding none\n *   leadSourceDirection   `equals inbound|outbound` (AGL-3511): every lead\n *                whose lead source is a value of that group\n *   industry, rating   `equals <key>` (AGL-3513): a value of the org's\n *                Industry or Rating list, by the key the query compares\n *\n * Every one is asked of the Leads query (AGL-3321) through the field a\n * writer stores for it — see {@link leadQueryClause}.\n *=========================================*/\n\n/** The fields the grid's panel offers on Leads. */\nexport const LEAD_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'status', kind: 'exact', path: 'status', operators: ['equals', 'isAnyOf'] },\n  { column: 'emailState', kind: 'exact', path: 'emailState', operators: ['equals', 'isAnyOf'] },\n  { column: 'ownerUid', kind: 'exact', path: 'ownerUid', operators: ['equals', 'isAnyOf'] },\n  { column: 'leadSource', kind: 'exact', path: 'leadSource', operators: ['equals', 'isAnyOf'] },\n  {\n    column: 'leadSourceDirection',\n    kind: 'exact',\n    path: 'leadSourceDirection',\n    operators: ['equals', 'isAnyOf'],\n  },\n  { column: 'campaignIds', kind: 'exact', path: 'campaignIds', operators: ['equals'] },\n  // Salesforce's Industry and Rating (AGL-3513), the lists companies keep.\n  { column: 'industry', kind: 'exact', path: 'industry', operators: ['equals', 'isAnyOf'] },\n  { column: 'rating', kind: 'exact', path: 'rating', operators: ['equals', 'isAnyOf'] },\n]\n\n/**\n * The lead picklist columns the list filters by (AGL-3513), each with the\n * list its choices come from: a choice's value is the KEY the query\n * compares, its caption the label.\n */\nexport const LEAD_PICKLIST_FILTERS = [\n  { column: 'industry', picklistId: 'industry', header: 'Industry' },\n  { column: 'rating', picklistId: 'rating', header: 'Rating' },\n] as const\n\n/** What each filter field reads as on a chip. */\nexport const LEAD_LIST_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  status: 'Status',\n  emailState: 'Email',\n  ownerUid: 'Owner',\n  leadSource: 'Lead source',\n  leadSourceDirection: 'Lead source direction',\n  campaignIds: 'Campaign',\n  industry: 'Industry',\n  rating: 'Rating',\n}\n\n/** The choices for Status: Open (new, nurturing or working) and each status on its own. */\nexport const LEAD_STATUS_FILTER_OPTIONS = LEAD_FILTERS.filter(\n  (option) => option !== 'all',\n).map((option) => ({\n  value: option,\n  label: option === 'open' ? 'Open (new, nurturing or working)' : LEAD_FILTER_LABELS[option],\n}))\n\n/** The choices for Email: every verdict, plus the two aggregates. */\nexport const LEAD_EMAIL_FILTER_OPTIONS = LEAD_EMAIL_FILTERS.filter(\n  (option) => option !== 'any',\n).map((option) => ({ value: option, label: LEAD_EMAIL_FILTER_LABELS[option] }))\n\n/** The choices for Lead source direction: each group of the Lead source picklist. */\nexport const LEAD_SOURCE_DIRECTION_FILTER_OPTIONS = LEAD_SOURCE_DIRECTIONS.map((direction) => ({\n  value: direction,\n  label: LEAD_SOURCE_DIRECTION_LABELS[direction],\n}))\n\n/**\n * The Status choices as an org reads them (AGL-3512): still one choice per\n * MEANING — the query asks `status` — each named by the org's values of that\n * meaning, so a list that keeps \"Contacted\" and \"Meeting set\" as Working\n * reads \"Working: Contacted, Meeting set\".\n */\nexport function leadStatusFilterOptions(\n  picklist: CrmPicklist,\n): Array<{ value: string; label: string }> {\n  const named = (status: CrmLeadStatus): string => {\n    const labels = picklist.values\n      .filter((value) => value.meaning === status && value.active)\n      .map((value) => value.label)\n    const meaning = picklistMeaningName(status)\n    if (!labels.length) return meaning\n    if (labels.length === 1 && labels[0] === meaning) return meaning\n    return `${meaning}: ${labels.join(', ')}`\n  }\n  return LEAD_FILTERS.filter((option) => option !== 'all').map((option) => ({\n    value: option,\n    label: option === 'open' ? 'Open (new, nurturing or working)' : named(option),\n  }))\n}\n\nconst picklistMeaningName = (status: CrmLeadStatus): string => CRM_LEAD_STATUS_LABELS[status]\n\nconst STATUS_OPEN: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'open' }\nconst STATUS_ALL: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'all' }\n\n/**\n * The clauses the grid shows for a view's stored ones. A stored list with\n * no status clause is Open, which the list opened on before views existed,\n * so it is shown as the clause it means; `status equals all` is every lead\n * and so no clause at all.\n */\nexport function leadClausesForGrid(\n  stored: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = stored.find((clause) => clause.field === 'status')\n  if (!status) return [STATUS_OPEN, ...stored]\n  if (status.op === 'equals' && status.value === 'all') {\n    return stored.filter((clause) => clause.field !== 'status')\n  }\n  return [...stored]\n}\n\n/** The inverse of {@link leadClausesForGrid}: what the view stores. */\nexport function leadClausesToStore(\n  shown: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = shown.find((clause) => clause.field === 'status')\n  if (!status) return [...shown, STATUS_ALL]\n  if (status.op === 'equals' && status.value === 'open') {\n    return shown.filter((clause) => clause.field !== 'status')\n  }\n  return [...shown]\n}\n\n/** Campaign clauses were stored as `contains`; the panel's select says `is`. */\nexport const LEAD_CAMPAIGN_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'contains' || clause.op === 'equals'\n      ? { operator: 'is', value: clause.value }\n      : null,\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    return clause && clause.op === 'equals' ? { ...clause, op: 'contains' } : null\n  },\n}\n\n/** \"No lead source\" is an `isEmpty` clause, shown as a choice of the select. */\nexport const LEAD_SOURCE_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'isEmpty'\n      ? { operator: 'is', value: LEAD_SOURCE_FILTER_NONE }\n      : listSelectCodec.toItem(clause),\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    if (clause?.op === 'equals' && clause.value === LEAD_SOURCE_FILTER_NONE) {\n      return { field: clause.field, op: 'isEmpty', value: '' }\n    }\n    return clause\n  },\n}\n\n/** The Leads fields whose stored clauses translate their own way. */\nexport const LEAD_FILTER_CODECS: Readonly<Record<string, ListGridFilterCodec>> = {\n  campaignIds: LEAD_CAMPAIGN_CODEC,\n  leadSource: LEAD_SOURCE_CODEC,\n}\n\n/*==========================================\n * THE LEADS QUERY (AGL-3321).\n *\n * `orgs/{orgId}/leads`, newest seen first, under a site narrowed by the\n * `visibleTo` scope clause. Each grid clause is asked through a field every\n * lead writer stores (`crmLeadListFields` in `@aglyn/aglyn`):\n *\n *   status       `status`, stored `new` on a lead nobody has touched, so\n *                Open is `status in [new, nurturing, working]`\n *   emailState   `emailStatus`, the verdict's status or `none`; \"Cannot be\n *                emailed\" is every verdict but `ok`\n *   leadSource   `leadSourceKey`, the label as the picklist compares it, or\n *                `null` for none\n *   leadSourceDirection   `leadSourceDirection` (AGL-3577), the group of\n *                the lead's value in the org's list, stamped by the writers\n *                from that list and rewritten on every lead holding a value\n *                the list regroups — so one equality asks a group however\n *                many values it holds\n *   ownerUid     as stored\n *   industry, rating   `industryKey`, `ratingKey` (AGL-3513), each label\n *                as the picklist compares it\n *   campaignIds  `array-contains` on the lead's own campaigns; under a site,\n *                `scopedCampaignIds` — the campaign behind each of the\n *                site's scope tokens — which stands in the scope clause's\n *                place, so the one array clause answers both\n *\n * and the search box reads `searchTokens` — word prefixes of the name,\n * address, company, title and tags. Every equality rides one\n * `(field, lastSeenAtMs DESC)` composite; the campaign and the search are\n * array clauses, so the two do not stand together (nor under a site, where\n * the scope clause is the query's one array clause, save the search, which\n * folds into it for a reader who may drop it).\n *=========================================*/\n\n/** The one order the Leads list takes: newest seen first. */\nexport const LEAD_LIST_SORTS: readonly ListQuerySort[] = [{ path: 'lastSeenAtMs', direction: 'desc' }]\n\n/** The fields the Leads query asks — each a stored field, as named. */\nexport const LEAD_QUERY_FIELDS: readonly ListFilterField[] = [\n  crmSelectField('status'),\n  crmSelectField('emailStatus'),\n  crmSelectField('ownerUid'),\n  {\n    column: 'leadSourceKey',\n    kind: 'exact',\n    path: 'leadSourceKey',\n    presence: 'nullable',\n    operators: ['equals', 'isAnyOf', 'isEmpty'],\n  },\n  {\n    column: 'campaignIds',\n    kind: 'exact',\n    path: 'campaignIds',\n    tokensPath: 'campaignIds',\n    operators: ['contains'],\n  },\n  // The lead source's group (AGL-3577), as stamped on the lead.\n  crmSelectField(CRM_LEAD_SOURCE_DIRECTION_FIELD),\n  // Industry and Rating (AGL-3513), by the key each writer stores.\n  crmSelectField('industryKey'),\n  crmSelectField('ratingKey'),\n  {\n    // A campaign under a site: the lead's campaigns behind its scope.\n    column: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    kind: 'exact',\n    path: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    tokensPath: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    operators: ['isAnyOf'],\n  },\n]\n\nexport const LEAD_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: LEAD_QUERY_FIELDS,\n  sorts: LEAD_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the address, beside the scope clause — the `(visibleTo, email)`\n * composite the Inbox's leads list reads too.\n */\nexport const LEAD_PREFIX_SEARCH = {\n  field: {\n    column: 'email',\n    kind: 'text',\n    path: 'email',\n    lowerPath: 'email',\n    presence: 'always',\n    operators: ['startsWith'],\n  } satisfies ListFilterField,\n  notice: 'Search matches the start of a lead’s address for access limited to specific sites.',\n}\n\n/** Whether an asked clause stands in for the scope clause: a campaign behind the site's scope. */\nexport const leadClauseImpliesScope = (clause: ListFilterRequest): boolean =>\n  clause.field === CRM_LEAD_SCOPED_CAMPAIGNS_FIELD\n\n/** The verdicts a member must not email to: every one but `ok`. */\nconst EMAIL_PROBLEMS = EMAIL_STATE_STATUSES.filter((status) => status !== 'ok')\n\n/** Who is asking, for the one clause whose shape depends on it: the Campaign. */\nexport interface LeadQueryReader {\n  /** The site's scope tokens, or `null` at the organization level. */\n  scopeTokens: readonly string[] | null\n  /** Whether the reader may run a query without the scope clause (`useCrmFoldsScope`). */\n  foldsScope: boolean\n}\n\nconst ORG_READER: LeadQueryReader = { scopeTokens: null, foldsScope: true }\n\n/**\n * One grid clause as the clause the Leads query asks — see the block above.\n * A value the list does not know is refused by name rather than dropped, so\n * a stored view that names a retired choice says so.\n */\nexport function leadQueryClause(\n  clause: CrmViewFilterClause | ListFilterRequest,\n  reader: LeadQueryReader = ORG_READER,\n): CrmClauseAsked {\n  const values = crmClauseValues(clause)\n  switch (clause.field) {\n    case 'status': {\n      const statuses: string[] = []\n      for (const value of values) {\n        if (value === 'open') statuses.push(...CRM_LEAD_OPEN_STATUSES)\n        else if ((CRM_LEAD_STATUSES as readonly string[]).includes(value)) statuses.push(value)\n        else return { refused: `${value} is not a lead status` }\n      }\n      return crmAnyOf('status', statuses)\n    }\n    case 'emailState': {\n      const keys: string[] = []\n      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package/src/lib/model/lead-source-direction.d.ts

@@ -14,25 +14,19 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import { type CrmPicklist } from '@aglyn/aglyn/app-utils/crm';
+import { type CrmLeadSourceDirection, type CrmPicklist, isCrmLeadSourceDirection } from '@aglyn/aglyn/app-utils/crm';
 /** The directions a lead source can have: the Lead source picklist's groups. */
-export type LeadSourceDirection = 'inbound' | 'outbound';
+export type LeadSourceDirection = CrmLeadSourceDirection;
 export declare const LEAD_SOURCE_DIRECTIONS: readonly LeadSourceDirection[];
 /** How each direction reads, from the picklist's own group labels. */
 export declare const LEAD_SOURCE_DIRECTION_LABELS: Readonly<Record<LeadSourceDirection, string>>;
 /** A lead with no lead source, or one in no group. */
 export declare const LEAD_SOURCE_UNSPECIFIED_LABEL = "Unspecified";
-export declare function isLeadSourceDirection(value: unknown): value is LeadSourceDirection;
+export declare const isLeadSourceDirection: typeof isCrmLeadSourceDirection;
 /**
  * The direction a lead source label has in `picklist` — `null` for no label,
  * a value in no group, or a label the list does not hold.
  */
 export declare function leadSourceDirectionOf(picklist: CrmPicklist, label: unknown): LeadSourceDirection | null;
-/**
- * Every label in `picklist` whose value is in `direction` — the inactive
- * ones too, since a record keeps a value after it is deactivated and a
- * direction asked of the records must still find it.
- */
-export declare function leadSourceLabelsOfDirection(picklist: CrmPicklist, direction: LeadSourceDirection): string[];
 /** The standard values alone — the answer before an organization's own list is read. */
 export declare const STANDARD_LEAD_SOURCES: CrmPicklist;

package/src/lib/model/lead-source-direction.js

@@ -13,11 +13,8 @@
  * 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 { CRM_LEAD_SOURCE_PICKLIST, crmPicklistDefinition, crmPicklistValueByLabel, effectiveCrmLeadSourcePicklist } from "@aglyn/aglyn/app-utils/crm";
-export const LEAD_SOURCE_DIRECTIONS = [
-    'inbound',
-    'outbound'
-];
+ */ import { CRM_LEAD_SOURCE_DIRECTIONS, CRM_LEAD_SOURCE_PICKLIST, crmLeadSourceDirection, crmPicklistDefinition, effectiveCrmLeadSourcePicklist, isCrmLeadSourceDirection } from "@aglyn/aglyn/app-utils/crm";
+export const LEAD_SOURCE_DIRECTIONS = CRM_LEAD_SOURCE_DIRECTIONS;
 /** How each direction reads, from the picklist's own group labels. */ export const LEAD_SOURCE_DIRECTION_LABELS = {
     inbound: groupLabel('inbound', 'Inbound'),
     outbound: groupLabel('outbound', 'Outbound')
@@ -29,23 +26,12 @@ function groupLabel(id, fallback) {
     const groups = (_ref = (_crmPicklistDefinition = crmPicklistDefinition(CRM_LEAD_SOURCE_PICKLIST)) == null ? void 0 : _crmPicklistDefinition.groups) != null ? _ref : [];
     return (_ref1 = (_groups_find = groups.find((group)=>group.id === id)) == null ? void 0 : _groups_find.label) != null ? _ref1 : fallback;
 }
-export function isLeadSourceDirection(value) {
-    return LEAD_SOURCE_DIRECTIONS.includes(value);
-}
+export const isLeadSourceDirection = isCrmLeadSourceDirection;
 /**
  * The direction a lead source label has in `picklist` — `null` for no label,
  * a value in no group, or a label the list does not hold.
  */ export function leadSourceDirectionOf(picklist, label) {
-    var _crmPicklistValueByLabel;
-    const group = (_crmPicklistValueByLabel = crmPicklistValueByLabel(picklist, label)) == null ? void 0 : _crmPicklistValueByLabel.group;
-    return isLeadSourceDirection(group) ? group : null;
-}
-/**
- * Every label in `picklist` whose value is in `direction` — the inactive
- * ones too, since a record keeps a value after it is deactivated and a
- * direction asked of the records must still find it.
- */ export function leadSourceLabelsOfDirection(picklist, direction) {
-    return picklist.values.filter((value)=>value.group === direction).map((value)=>value.label);
+    return crmLeadSourceDirection(picklist, label);
 }
 /** The standard values alone — the answer before an organization's own list is read. */ export const STANDARD_LEAD_SOURCES = effectiveCrmLeadSourcePicklist(null);
 

package/src/lib/model/lead-source-direction.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-source-direction.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 {\n  CRM_LEAD_SOURCE_PICKLIST,\n  type CrmPicklist,\n  crmPicklistDefinition,\n  crmPicklistValueByLabel,\n  effectiveCrmLeadSourcePicklist,\n} from '@aglyn/aglyn/app-utils/crm'\n\n/*==========================================\n * A LEAD SOURCE'S DIRECTION (AGL-3511).\n *\n * Every lead source value sits in a group of the Lead source picklist —\n * Inbound for a person who came to the organization, Outbound for one the\n * organization went to — or in none. The direction is never stored on a\n * record: a record stores the label, and the label's group is read off the\n * organization's list when it is asked, so moving a value between groups\n * moves every record that holds it — in a filter, a sharing rule and the\n * Lead sources report alike.\n *=========================================*/\n\n/** The directions a lead source can have: the Lead source picklist's groups. */\nexport type LeadSourceDirection = 'inbound' | 'outbound'\n\nexport const LEAD_SOURCE_DIRECTIONS: readonly LeadSourceDirection[] = ['inbound', 'outbound']\n\n/** How each direction reads, from the picklist's own group labels. */\nexport const LEAD_SOURCE_DIRECTION_LABELS: Readonly<Record<LeadSourceDirection, string>> = {\n  inbound: groupLabel('inbound', 'Inbound'),\n  outbound: groupLabel('outbound', 'Outbound'),\n}\n\n/** A lead with no lead source, or one in no group. */\nexport const LEAD_SOURCE_UNSPECIFIED_LABEL = 'Unspecified'\n\nfunction groupLabel(id: LeadSourceDirection, fallback: string): string {\n  const groups = crmPicklistDefinition(CRM_LEAD_SOURCE_PICKLIST)?.groups ?? []\n  return groups.find((group) => group.id === id)?.label ?? fallback\n}\n\nexport function isLeadSourceDirection(value: unknown): value is LeadSourceDirection {\n  return (LEAD_SOURCE_DIRECTIONS as readonly unknown[]).includes(value)\n}\n\n/**\n * The direction a lead source label has in `picklist` — `null` for no label,\n * a value in no group, or a label the list does not hold.\n */\nexport function leadSourceDirectionOf(\n  picklist: CrmPicklist,\n  label: unknown,\n): LeadSourceDirection | null {\n  const group = crmPicklistValueByLabel(picklist, label)?.group\n  return isLeadSourceDirection(group) ? group : null\n}\n\n/**\n * Every label in `picklist` whose value is in `direction` — the inactive\n * ones too, since a record keeps a value after it is deactivated and a\n * direction asked of the records must still find it.\n */\nexport function leadSourceLabelsOfDirection(\n  picklist: CrmPicklist,\n  direction: LeadSourceDirection,\n): string[] {\n  return picklist.values.filter((value) => value.group === direction).map((value) => value.label)\n}\n\n/** The standard values alone — the answer before an organization's own list is read. */\nexport const STANDARD_LEAD_SOURCES: CrmPicklist = effectiveCrmLeadSourcePicklist(null)\n"],"names":["CRM_LEAD_SOURCE_PICKLIST","crmPicklistDefinition","crmPicklistValueByLabel","effectiveCrmLeadSourcePicklist","LEAD_SOURCE_DIRECTIONS","LEAD_SOURCE_DIRECTION_LABELS","inbound","groupLabel","outbound","LEAD_SOURCE_UNSPECIFIED_LABEL","id","fallback","groups","find","group","label","isLeadSourceDirection","value","includes","leadSourceDirectionOf","picklist","leadSourceLabelsOfDirection","direction","values","filter","map","STANDARD_LEAD_SOURCES"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,wBAAwB,EAExBC,qBAAqB,EACrBC,uBAAuB,EACvBC,8BAA8B,QACzB,6BAA4B;AAiBnC,OAAO,MAAMC,yBAAyD;IAAC;IAAW;CAAW,CAAA;AAE7F,oEAAoE,GACpE,OAAO,MAAMC,+BAA8E;IACzFC,SAASC,WAAW,WAAW;IAC/BC,UAAUD,WAAW,YAAY;AACnC,EAAC;AAED,oDAAoD,GACpD,OAAO,MAAME,gCAAgC,cAAa;AAE1D,SAASF,WAAWG,EAAuB,EAAEC,QAAgB;;QAC5CV,wBACRW;IADP,MAAMA,kBAASX,yBAAAA,sBAAsBD,8CAAtBC,uBAAiDW,MAAM,mBAAI,EAAE;IAC5E,iBAAOA,eAAAA,OAAOC,IAAI,CAAC,CAACC,QAAUA,MAAMJ,EAAE,KAAKA,wBAApCE,aAAyCG,KAAK,oBAAIJ;AAC3D;AAEA,OAAO,SAASK,sBAAsBC,KAAc;IAClD,OAAO,AAACb,uBAA8Cc,QAAQ,CAACD;AACjE;AAEA;;;CAGC,GACD,OAAO,SAASE,sBACdC,QAAqB,EACrBL,KAAc;QAEAb;IAAd,MAAMY,SAAQZ,2BAAAA,wBAAwBkB,UAAUL,2BAAlCb,yBAA0CY,KAAK;IAC7D,OAAOE,sBAAsBF,SAASA,QAAQ;AAChD;AAEA;;;;CAIC,GACD,OAAO,SAASO,4BACdD,QAAqB,EACrBE,SAA8B;IAE9B,OAAOF,SAASG,MAAM,CAACC,MAAM,CAAC,CAACP,QAAUA,MAAMH,KAAK,KAAKQ,WAAWG,GAAG,CAAC,CAACR,QAAUA,MAAMF,KAAK;AAChG;AAEA,sFAAsF,GACtF,OAAO,MAAMW,wBAAqCvB,+BAA+B,MAAK"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-source-direction.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 {\n  CRM_LEAD_SOURCE_DIRECTIONS,\n  CRM_LEAD_SOURCE_PICKLIST,\n  type CrmLeadSourceDirection,\n  type CrmPicklist,\n  crmLeadSourceDirection,\n  crmPicklistDefinition,\n  effectiveCrmLeadSourcePicklist,\n  isCrmLeadSourceDirection,\n} from '@aglyn/aglyn/app-utils/crm'\n\n/*==========================================\n * A LEAD SOURCE'S DIRECTION (AGL-3511).\n *\n * Every lead source value sits in a group of the Lead source picklist —\n * Inbound for a person who came to the organization, Outbound for one the\n * organization went to — or in none. A record stores the label, and the\n * label's group is read off the organization's list: a sharing rule and\n * the Lead sources report read it when they are asked, and a lead also\n * carries it as `leadSourceDirection` (AGL-3577), the field the Leads\n * filter asks, which every move of the list that changes a label's group\n * rewrites (`crm/picklist-values`). Moving a value between groups moves\n * every record that holds it, in all three alike.\n *\n * The resolution itself is core's (`crmLeadSourceDirection`), because the\n * list-field writers that stamp a lead live there.\n *=========================================*/\n\n/** The directions a lead source can have: the Lead source picklist's groups. */\nexport type LeadSourceDirection = CrmLeadSourceDirection\n\nexport const LEAD_SOURCE_DIRECTIONS: readonly LeadSourceDirection[] = CRM_LEAD_SOURCE_DIRECTIONS\n\n/** How each direction reads, from the picklist's own group labels. */\nexport const LEAD_SOURCE_DIRECTION_LABELS: Readonly<Record<LeadSourceDirection, string>> = {\n  inbound: groupLabel('inbound', 'Inbound'),\n  outbound: groupLabel('outbound', 'Outbound'),\n}\n\n/** A lead with no lead source, or one in no group. */\nexport const LEAD_SOURCE_UNSPECIFIED_LABEL = 'Unspecified'\n\nfunction groupLabel(id: LeadSourceDirection, fallback: string): string {\n  const groups = crmPicklistDefinition(CRM_LEAD_SOURCE_PICKLIST)?.groups ?? []\n  return groups.find((group) => group.id === id)?.label ?? fallback\n}\n\nexport const isLeadSourceDirection = isCrmLeadSourceDirection\n\n/**\n * The direction a lead source label has in `picklist` — `null` for no label,\n * a value in no group, or a label the list does not hold.\n */\nexport function leadSourceDirectionOf(\n  picklist: CrmPicklist,\n  label: unknown,\n): LeadSourceDirection | null {\n  return crmLeadSourceDirection(picklist, label)\n}\n\n/** The standard values alone — the answer before an organization's own list is read. */\nexport const STANDARD_LEAD_SOURCES: CrmPicklist = effectiveCrmLeadSourcePicklist(null)\n"],"names":["CRM_LEAD_SOURCE_DIRECTIONS","CRM_LEAD_SOURCE_PICKLIST","crmLeadSourceDirection","crmPicklistDefinition","effectiveCrmLeadSourcePicklist","isCrmLeadSourceDirection","LEAD_SOURCE_DIRECTIONS","LEAD_SOURCE_DIRECTION_LABELS","inbound","groupLabel","outbound","LEAD_SOURCE_UNSPECIFIED_LABEL","id","fallback","groups","find","group","label","isLeadSourceDirection","leadSourceDirectionOf","picklist","STANDARD_LEAD_SOURCES"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,0BAA0B,EAC1BC,wBAAwB,EAGxBC,sBAAsB,EACtBC,qBAAqB,EACrBC,8BAA8B,EAC9BC,wBAAwB,QACnB,6BAA4B;AAsBnC,OAAO,MAAMC,yBAAyDN,2BAA0B;AAEhG,oEAAoE,GACpE,OAAO,MAAMO,+BAA8E;IACzFC,SAASC,WAAW,WAAW;IAC/BC,UAAUD,WAAW,YAAY;AACnC,EAAC;AAED,oDAAoD,GACpD,OAAO,MAAME,gCAAgC,cAAa;AAE1D,SAASF,WAAWG,EAAuB,EAAEC,QAAgB;;QAC5CV,wBACRW;IADP,MAAMA,kBAASX,yBAAAA,sBAAsBF,8CAAtBE,uBAAiDW,MAAM,mBAAI,EAAE;IAC5E,iBAAOA,eAAAA,OAAOC,IAAI,CAAC,CAACC,QAAUA,MAAMJ,EAAE,KAAKA,wBAApCE,aAAyCG,KAAK,oBAAIJ;AAC3D;AAEA,OAAO,MAAMK,wBAAwBb,yBAAwB;AAE7D;;;CAGC,GACD,OAAO,SAASc,sBACdC,QAAqB,EACrBH,KAAc;IAEd,OAAOf,uBAAuBkB,UAAUH;AAC1C;AAEA,sFAAsF,GACtF,OAAO,MAAMI,wBAAqCjB,+BAA+B,MAAK"}

package/src/lib/model/picklist-values.d.ts

@@ -20,10 +20,12 @@ import { type CrmPicklist, type CrmPicklistDefinition, type CrmPicklistId, type
  *
  * The Fields page applies the ones that touch only the list — add, reorder,
  * sort, activate, deactivate, group, default — as one client write of the
- * whole document. The two that change what RECORDS hold — a rename and a
- * delete with its replacement — go to `crm/picklist-values`, which rewrites
- * the list and every record the definition's targets name in one request;
- * this module is where both sides agree what each move does.
+ * whole document. The ones that change what RECORDS hold — a rename and a
+ * delete with its replacement, and, on a list whose records keep the
+ * value's group ({@link picklistKeepsGroups}: a lead's lead source
+ * direction, AGL-3577), a regroup and an add — go to `crm/picklist-values`,
+ * which rewrites the list and every record the definition's targets name in
+ * one request; this module is where both sides agree what each move does.
  *
  * Each move that depends on the field takes its definition: a standard
  * value cannot be deleted, an added value's id is minted clear of every
@@ -48,7 +50,26 @@ export type PicklistValuesAction = {
     valueId: string;
     /** An active value's label the records move to, or `null` to clear them. */
     replaceWith: string | null;
+}
+/** File a value under a group, or none with `null` — a list that {@link picklistKeepsGroups}. */
+ | {
+    action: 'group';
+    valueId: string;
+    group: string | null;
+}
+/** Add a value — on a list that {@link picklistKeepsGroups}, where records may already hold it. */
+ | {
+    action: 'add';
+    label: string;
+    group?: string | null;
+    meaning?: string | null;
 };
+/**
+ * Whether records keep a value's GROUP beside its label (AGL-3577) — a
+ * lead's `leadSourceDirection` — so a regroup or an add changes records and
+ * goes to the route rather than being one client write of the list.
+ */
+export declare function picklistKeepsGroups(definition: CrmPicklistDefinition): boolean;
 /** What the route is asked. `hostId` or `orgId` names the org, as every CRM route's scope does. */
 export type PicklistValuesRequest = {
     hostId?: string | null;

package/src/lib/model/picklist-values.js

@@ -21,10 +21,12 @@ import { isStandardPicklistValueId } from "@aglyn/aglyn/app-utils/picklists";
  *
  * The Fields page applies the ones that touch only the list — add, reorder,
  * sort, activate, deactivate, group, default — as one client write of the
- * whole document. The two that change what RECORDS hold — a rename and a
- * delete with its replacement — go to `crm/picklist-values`, which rewrites
- * the list and every record the definition's targets name in one request;
- * this module is where both sides agree what each move does.
+ * whole document. The ones that change what RECORDS hold — a rename and a
+ * delete with its replacement, and, on a list whose records keep the
+ * value's group ({@link picklistKeepsGroups}: a lead's lead source
+ * direction, AGL-3577), a regroup and an add — go to `crm/picklist-values`,
+ * which rewrites the list and every record the definition's targets name in
+ * one request; this module is where both sides agree what each move does.
  *
  * Each move that depends on the field takes its definition: a standard
  * value cannot be deleted, an added value's id is minted clear of every
@@ -36,6 +38,13 @@ import { isStandardPicklistValueId } from "@aglyn/aglyn/app-utils/picklists";
  * picklist shared one; a request to it needs no `picklistId`.
  */ export const CRM_LEAD_SOURCE_VALUES_ROUTE = 'crm/lead-source-values';
 export const crmPicklistValuesRouteUrl = ()=>`/api/${CRM_PICKLIST_VALUES_ROUTE}`;
+/**
+ * Whether records keep a value's GROUP beside its label (AGL-3577) — a
+ * lead's `leadSourceDirection` — so a regroup or an add changes records and
+ * goes to the route rather than being one client write of the list.
+ */ export function picklistKeepsGroups(definition) {
+    return definition.targets.some((target)=>Boolean(target.groupField));
+}
 const DUPLICATE = (label)=>`“${label}” is already in the list.`;
 /**
  * Append an added value. On a definition with groups it is filed under

package/src/lib/model/picklist-values.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/picklist-values.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 {\n  type CrmPicklist,\n  type CrmPicklistDefinition,\n  type CrmPicklistId,\n  type CrmPicklistObject,\n  type CrmPicklistValue,\n  CRM_PICKLIST_VALUES_MAX,\n  crmPicklistValueByLabel,\n  crmPicklistValueId,\n  normalizeCrmPicklistLabel,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { isStandardPicklistValueId } from '@aglyn/aglyn/app-utils/picklists'\n\n/**\n * A PICKLIST'S EDITS (AGL-3298, AGL-3510), as pure moves over a list.\n *\n * The Fields page applies the ones that touch only the list — add, reorder,\n * sort, activate, deactivate, group, default — as one client write of the\n * whole document. The two that change what RECORDS hold — a rename and a\n * delete with its replacement — go to `crm/picklist-values`, which rewrites\n * the list and every record the definition's targets name in one request;\n * this module is where both sides agree what each move does.\n *\n * Each move that depends on the field takes its definition: a standard\n * value cannot be deleted, an added value's id is minted clear of every\n * standard id, and on a definition with meanings a delete's replacement\n * must mean the same.\n */\n\n/** The route the two record-changing moves are posted to. */\nexport const CRM_PICKLIST_VALUES_ROUTE = 'crm/picklist-values' as const\n\n/**\n * The lead source's own address for the same route, from before every\n * picklist shared one; a request to it needs no `picklistId`.\n */\nexport const CRM_LEAD_SOURCE_VALUES_ROUTE = 'crm/lead-source-values' as const\n\nexport const crmPicklistValuesRouteUrl = (): string => `/api/${CRM_PICKLIST_VALUES_ROUTE}`\n\n/** The record-changing move a request asks for. */\nexport type PicklistValuesAction =\n  | { action: 'rename'; valueId: string; label: string }\n  | {\n      action: 'delete'\n      valueId: string\n      /** An active value's label the records move to, or `null` to clear them. */\n      replaceWith: string | null\n    }\n\n/** What the route is asked. `hostId` or `orgId` names the org, as every CRM route's scope does. */\nexport type PicklistValuesRequest = {\n  hostId?: string | null\n  orgId?: string\n  picklistId: CrmPicklistId\n} & PicklistValuesAction\n\n/** What the route answers. */\nexport interface PicklistValuesResponse {\n  ok: true\n  /**\n   * How many records each target object had rewritten. A contact counts\n   * once per FACET rewritten — one per holder that held the old label, so\n   * a person two sites both filed under it counts twice.\n   */\n  updated: Partial<Record<CrmPicklistObject, number>>\n}\n\n/** Why a move is refused, in the sentence the page shows. */\nexport type PicklistMove = { ok: true; picklist: CrmPicklist } | { ok: false; error: string }\n\nconst DUPLICATE = (label: string) => `“${label}” is already in the list.`\n\n/**\n * Append an added value. On a definition with groups it is filed under\n * `group` (or none); on one with meanings it must name one.\n */\nexport function addPicklistValue(\n  definition: CrmPicklistDefinition,\n  picklist: CrmPicklist,\n  rawLabel: string,\n  options: { group?: string | null; meaning?: string | null } = {},\n): PicklistMove {\n  const label = normalizeCrmPicklistLabel(rawLabel)\n  if (!label) return { ok: false, error: 'Enter a name for the value.' }\n  const existing = crmPicklistValueByLabel(picklist, label)\n  if (existing) {\n    return {\n      ok: false,\n      error: existing.active\n        ? DUPLICATE(existing.label)\n        : `“${existing.label}” is in the list, inactive — activate it instead.`,\n    }\n  }\n  if (picklist.values.length >= CRM_PICKLIST_VALUES_MAX) {\n    return { ok: false, error: `A list holds at most ${CRM_PICKLIST_VALUES_MAX} values.` }\n  }\n  const meanings = definition.meanings ?? []\n  if (meanings.length && !meanings.includes(options.meaning ?? '')) {\n    return { ok: false, error: 'Pick what the value means.' }\n  }\n  if (definition.reservedMeanings?.includes(options.meaning ?? '')) {\n    const name = picklistMeaningLabel(definition, options.meaning as string)\n    return { ok: false, error: `Only the platform sets ${name}; pick another meaning.` }\n  }\n  const groups = definition.groups ?? []\n  const value: CrmPicklistValue = {\n    id: crmPicklistValueId(label, [\n      ...picklist.values.map((entry) => entry.id),\n      ...definition.standardValues.map((entry) => entry.id),\n    ]),\n    label,\n    active: true,\n    ...(groups.length\n      ? { group: groups.some((group) => group.id === options.group) ? (options.group as string) : null }\n      : {}),\n    ...(meanings.length ? { meaning: options.meaning as string } : {}),\n  }\n  return { ok: true, picklist: { ...picklist, values: [...picklist.values, value] } }\n}\n\n/** Rename a value, keeping its id — the list half of the route's rename. */\nexport function renamePicklistValue(\n  picklist: CrmPicklist,\n  valueId: string,\n  rawLabel: string,\n): PicklistMove {\n  const label = normalizeCrmPicklistLabel(rawLabel)\n  if (!label) return { ok: false, error: 'Enter a name for the value.' }\n  if (!picklist.values.some((value) => value.id === valueId)) {\n    return { ok: false, error: 'That value is no longer in the list.' }\n  }\n  const clash = crmPicklistValueByLabel(picklist, label)\n  if (clash && clash.id !== valueId) return { ok: false, error: DUPLICATE(clash.label) }\n  return {\n    ok: true,\n    picklist: {\n      ...picklist,\n      values: picklist.values.map((value) => (value.id === valueId ? { ...value, label } : value)),\n    },\n  }\n}\n\n/**\n * Remove an added value — the list half of the route's delete. A standard\n * value is refused: every org has it, so it can be deactivated and not\n * removed. The replacement, when there is one, must be another ACTIVE\n * value — records are not moved onto a value the pickers no longer offer —\n * and, on a definition with meanings, one of the SAME meaning, so a record\n * never changes what it means by losing a label. A default that named the\n * deleted value is cleared.\n */\nexport function deletePicklistValue(\n  definition: CrmPicklistDefinition,\n  picklist: CrmPicklist,\n  valueId: string,\n  replaceWith: string | null,\n): PicklistMove {\n  const value = picklist.values.find((entry) => entry.id === valueId)\n  if (!value) return { ok: false, error: 'That value is no longer in the list.' }\n  if (isStandardPicklistValueId(definition, valueId)) {\n    return {\n      ok: false,\n      error: `“${value.label}” is a standard value and cannot be deleted. Deactivate it instead.`,\n    }\n  }\n  // On a definition with meanings a record's meaning must survive the\n  // delete, so its label moves to another value of that meaning — never off.\n  if (replaceWith === null && definition.meanings?.length) {\n    return {\n      ok: false,\n      error: `Pick a value that means the same as “${value.label}” to move its records to.`,\n    }\n  }\n  if (replaceWith !== null) {\n    const target = crmPicklistValueByLabel(picklist, replaceWith)\n    if (!target || target.id === valueId || !target.active) {\n      return { ok: false, error: 'Pick an active value to move its records to, or none.' }\n    }\n    if (definition.meanings?.length && (target.meaning ?? null) !== (value.meaning ?? null)) {\n      return {\n        ok: false,\n        error: `Pick a value that means the same as “${value.label}” to move its records to.`,\n      }\n    }\n  }\n  return {\n    ok: true,\n    picklist: {\n      values: picklist.values.filter((entry) => entry.id !== valueId),\n      defaultValueId: picklist.defaultValueId === valueId ? null : picklist.defaultValueId,\n    },\n  }\n}\n\n/**\n * How a meaning reads on screen: the definition's own label for it (lead\n * status's \"Nurturing\"), else the label of the one standard value that\n * carries it (a task's \"Completed\", \"To-do\"), else the meaning capitalized\n * (\"Open\").\n */\nexport function picklistMeaningLabel(definition: CrmPicklistDefinition, meaning: string): string {\n  const own = definition.meaningLabels?.[meaning]\n  if (own) return own\n  const holders = definition.standardValues.filter((value) => value.meaning === meaning)\n  return holders.length === 1 && holders[0]\n    ? holders[0].label\n    : meaning.charAt(0).toUpperCase() + meaning.slice(1)\n}\n\n/** The meanings an org-added value may take: every one but those the platform reserves. */\nexport function picklistAddableMeanings(definition: CrmPicklistDefinition): string[] {\n  return (definition.meanings ?? []).filter((meaning) => !definition.reservedMeanings?.includes(meaning))\n}\n\n/**\n * The values a deleted value's records may move to: every other active\n * value, of the same meaning on a definition with meanings.\n */\nexport function picklistReplacements(\n  definition: CrmPicklistDefinition,\n  picklist: CrmPicklist,\n  valueId: string,\n): CrmPicklistValue[] {\n  const deleted = picklist.values.find((entry) => entry.id === valueId)\n  return picklist.values.filter(\n    (entry) =>\n      entry.active &&\n      entry.id !== valueId &&\n      (!definition.meanings?.length || (entry.meaning ?? null) === (deleted?.meaning ?? null)),\n  )\n}\n\n/** Turn a value on or off. Deactivating the default clears the default. */\nexport function setPicklistValueActive(\n  picklist: CrmPicklist,\n  valueId: string,\n  active: boolean,\n): CrmPicklist {\n  return {\n    values: picklist.values.map((value) => (value.id === valueId ? { ...value, active } : value)),\n    defaultValueId:\n      !active && picklist.defaultValueId === valueId ? null : picklist.defaultValueId,\n  }\n}\n\n/** File a value under one of the definition's groups, or none with `null`. */\nexport function setPicklistValueGroup(\n  definition: CrmPicklistDefinition,\n  picklist: CrmPicklist,\n  valueId: string,\n  group: string | null,\n): CrmPicklist {\n  const known = definition.groups?.some((entry) => entry.id === group) ? group : null\n  return {\n    ...picklist,\n    values: picklist.values.map((value) =>\n      value.id === valueId ? { ...value, group: known } : value,\n    ),\n  }\n}\n\n/** Make a value the default for new records, or clear the default with `null`. */\nexport function 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/picklist-values.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 {\n  type CrmPicklist,\n  type CrmPicklistDefinition,\n  type CrmPicklistId,\n  type CrmPicklistObject,\n  type CrmPicklistValue,\n  CRM_PICKLIST_VALUES_MAX,\n  crmPicklistValueByLabel,\n  crmPicklistValueId,\n  normalizeCrmPicklistLabel,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { isStandardPicklistValueId } from '@aglyn/aglyn/app-utils/picklists'\n\n/**\n * A PICKLIST'S EDITS (AGL-3298, AGL-3510), as pure moves over a list.\n *\n * The Fields page applies the ones that touch only the list — add, reorder,\n * sort, activate, deactivate, group, default — as one client write of the\n * whole document. The ones that change what RECORDS hold — a rename and a\n * delete with its replacement, and, on a list whose records keep the\n * value's group ({@link picklistKeepsGroups}: a lead's lead source\n * direction, AGL-3577), a regroup and an add — go to `crm/picklist-values`,\n * which rewrites the list and every record the definition's targets name in\n * one request; this module is where both sides agree what each move does.\n *\n * Each move that depends on the field takes its definition: a standard\n * value cannot be deleted, an added value's id is minted clear of every\n * standard id, and on a definition with meanings a delete's replacement\n * must mean the same.\n */\n\n/** The route the two record-changing moves are posted to. */\nexport const CRM_PICKLIST_VALUES_ROUTE = 'crm/picklist-values' as const\n\n/**\n * The lead source's own address for the same route, from before every\n * picklist shared one; a request to it needs no `picklistId`.\n */\nexport const CRM_LEAD_SOURCE_VALUES_ROUTE = 'crm/lead-source-values' as const\n\nexport const crmPicklistValuesRouteUrl = (): string => `/api/${CRM_PICKLIST_VALUES_ROUTE}`\n\n/** The record-changing move a request asks for. */\nexport type PicklistValuesAction =\n  | { action: 'rename'; valueId: string; label: string }\n  | {\n      action: 'delete'\n      valueId: string\n      /** An active value's label the records move to, or `null` to clear them. */\n      replaceWith: string | null\n    }\n  /** File a value under a group, or none with `null` — a list that {@link picklistKeepsGroups}. */\n  | { action: 'group'; valueId: string; group: string | null }\n  /** Add a value — on a list that {@link picklistKeepsGroups}, where records may already hold it. */\n  | { action: 'add'; label: string; group?: string | null; meaning?: string | null }\n\n/**\n * Whether records keep a value's GROUP beside its label (AGL-3577) — a\n * lead's `leadSourceDirection` — so a regroup or an add changes records and\n * goes to the route rather than being one client write of the list.\n */\nexport function picklistKeepsGroups(definition: CrmPicklistDefinition): boolean {\n  return definition.targets.some((target) => Boolean(target.groupField))\n}\n\n/** What the route is asked. `hostId` or `orgId` names the org, as every CRM route's scope does. */\nexport type PicklistValuesRequest = {\n  hostId?: string | null\n  orgId?: string\n  picklistId: CrmPicklistId\n} & PicklistValuesAction\n\n/** What the route answers. */\nexport interface PicklistValuesResponse {\n  ok: true\n  /**\n   * How many records each target object had rewritten. A contact counts\n   * once per FACET rewritten — one per holder that held the old label, so\n   * a person two sites both filed under it counts twice.\n   */\n  updated: Partial<Record<CrmPicklistObject, number>>\n}\n\n/** Why a move is refused, in the sentence the page shows. */\nexport type PicklistMove = { ok: true; picklist: CrmPicklist } | { ok: false; error: string }\n\nconst DUPLICATE = (label: string) => `“${label}” is already in the list.`\n\n/**\n * Append an added value. On a definition with groups it is filed under\n * `group` (or none); on one with meanings it must name one.\n */\nexport function addPicklistValue(\n  definition: CrmPicklistDefinition,\n  picklist: CrmPicklist,\n  rawLabel: string,\n  options: { group?: string | null; meaning?: string | null } = {},\n): PicklistMove {\n  const label = normalizeCrmPicklistLabel(rawLabel)\n  if (!label) return { ok: false, error: 'Enter a name for the value.' }\n  const existing = crmPicklistValueByLabel(picklist, label)\n  if (existing) {\n    return {\n      ok: false,\n      error: existing.active\n        ? DUPLICATE(existing.label)\n        : `“${existing.label}” is in the list, inactive — activate it instead.`,\n    }\n  }\n  if (picklist.values.length >= CRM_PICKLIST_VALUES_MAX) {\n    return { ok: false, error: `A list holds at most ${CRM_PICKLIST_VALUES_MAX} values.` }\n  }\n  const meanings = definition.meanings ?? []\n  if (meanings.length && !meanings.includes(options.meaning ?? '')) {\n    return { ok: false, error: 'Pick what the value means.' }\n  }\n  if (definition.reservedMeanings?.includes(options.meaning ?? '')) {\n    const name = picklistMeaningLabel(definition, options.meaning as string)\n    return { ok: false, error: `Only the platform sets ${name}; pick another meaning.` }\n  }\n  const groups = definition.groups ?? []\n  const value: CrmPicklistValue = {\n    id: crmPicklistValueId(label, [\n      ...picklist.values.map((entry) => entry.id),\n      ...definition.standardValues.map((entry) => entry.id),\n    ]),\n    label,\n    active: true,\n    ...(groups.length\n      ? { group: groups.some((group) => group.id === options.group) ? (options.group as string) : null }\n      : {}),\n    ...(meanings.length ? { meaning: options.meaning as string } : {}),\n  }\n  return { ok: true, picklist: { ...picklist, values: [...picklist.values, value] } }\n}\n\n/** Rename a value, keeping its id — the list half of the route's rename. */\nexport function renamePicklistValue(\n  picklist: CrmPicklist,\n  valueId: string,\n  rawLabel: string,\n): PicklistMove {\n  const label = normalizeCrmPicklistLabel(rawLabel)\n  if (!label) return { ok: false, error: 'Enter a name for the value.' }\n  if (!picklist.values.some((value) => value.id === valueId)) {\n    return { ok: false, error: 'That value is no longer in the list.' }\n  }\n  const clash = crmPicklistValueByLabel(picklist, label)\n  if (clash && clash.id !== valueId) return { ok: false, error: DUPLICATE(clash.label) }\n  return {\n    ok: true,\n    picklist: {\n      ...picklist,\n      values: picklist.values.map((value) => (value.id === valueId ? { ...value, label } : value)),\n    },\n  }\n}\n\n/**\n * Remove an added value — the list half of the route's delete. A standard\n * value is refused: every org has it, so it can be deactivated and not\n * removed. The replacement, when there is one, must be another ACTIVE\n * value — records are not moved onto a value the pickers no longer offer —\n * and, on a definition with meanings, one of the SAME meaning, so a record\n * never changes what it means by losing a label. A default that named the\n * deleted value is cleared.\n */\nexport function deletePicklistValue(\n  definition: CrmPicklistDefinition,\n  picklist: CrmPicklist,\n  valueId: string,\n  replaceWith: string | null,\n): PicklistMove {\n  const value = picklist.values.find((entry) => entry.id === valueId)\n  if (!value) return { ok: false, error: 'That value is no longer in the list.' }\n  if (isStandardPicklistValueId(definition, valueId)) {\n    return {\n      ok: false,\n      error: `“${value.label}” is a standard value and cannot be deleted. Deactivate it instead.`,\n    }\n  }\n  // On a definition with meanings a record's meaning must survive the\n  // delete, so its label moves to another value of that meaning — never off.\n  if (replaceWith === null && definition.meanings?.length) {\n    return {\n      ok: false,\n      error: `Pick a value that means the same as “${value.label}” to move its records to.`,\n    }\n  }\n  if (replaceWith !== null) {\n    const target = crmPicklistValueByLabel(picklist, replaceWith)\n    if (!target || target.id === valueId || !target.active) {\n      return { ok: false, error: 'Pick an active value to move its records to, or none.' }\n    }\n    if (definition.meanings?.length && (target.meaning ?? null) !== (value.meaning ?? null)) {\n      return {\n        ok: false,\n        error: `Pick a value that means the same as “${value.label}” to move its records to.`,\n      }\n    }\n  }\n  return {\n    ok: true,\n    picklist: {\n      values: picklist.values.filter((entry) => entry.id !== valueId),\n      defaultValueId: picklist.defaultValueId === valueId ? null : picklist.defaultValueId,\n    },\n  }\n}\n\n/**\n * How a meaning reads on screen: the definition's own label for it (lead\n * status's \"Nurturing\"), else the label of the one standard value that\n * carries it (a task's \"Completed\", \"To-do\"), else the meaning capitalized\n * (\"Open\").\n */\nexport function picklistMeaningLabel(definition: CrmPicklistDefinition, meaning: string): string {\n  const own = definition.meaningLabels?.[meaning]\n  if (own) return own\n  const holders = definition.standardValues.filter((value) => value.meaning === meaning)\n  return holders.length === 1 && holders[0]\n    ? holders[0].label\n    : meaning.charAt(0).toUpperCase() + meaning.slice(1)\n}\n\n/** The meanings an org-added value may take: every one but those the platform reserves. */\nexport function picklistAddableMeanings(definition: CrmPicklistDefinition): string[] {\n  return (definition.meanings ?? []).filter((meaning) => !definition.reservedMeanings?.includes(meaning))\n}\n\n/**\n * The values a deleted value's records may move to: every other active\n * value, of the same meaning on a definition with meanings.\n */\nexport function picklistReplacements(\n  definition: CrmPicklistDefinition,\n  picklist: CrmPicklist,\n  valueId: string,\n): CrmPicklistValue[] {\n  const deleted = picklist.values.find((entry) => entry.id === valueId)\n  return picklist.values.filter(\n    (entry) =>\n      entry.active &&\n      entry.id !== valueId &&\n      (!definition.meanings?.length || (entry.meaning ?? null) === (deleted?.meaning ?? null)),\n  )\n}\n\n/** Turn a value on or off. Deactivating the default clears the default. */\nexport function setPicklistValueActive(\n  picklist: CrmPicklist,\n  valueId: string,\n  active: boolean,\n): CrmPicklist {\n  return {\n    values: picklist.values.map((value) => (value.id === valueId ? { ...value, active } : value)),\n    defaultValueId:\n      !active && picklist.defaultValueId === valueId ? null : picklist.defaultValueId,\n  }\n}\n\n/** File a value under one of the definition's groups, or none with `null`. */\nexport function setPicklistValueGroup(\n  definition: CrmPicklistDefinition,\n  picklist: CrmPicklist,\n  valueId: string,\n  group: string | null,\n): CrmPicklist {\n  const known = definition.groups?.some((entry) => entry.id === group) ? group : null\n  return {\n    ...picklist,\n    values: picklist.values.map((value) =>\n      value.id === valueId ? { ...value, group: known } : value,\n    ),\n  }\n}\n\n/** Make a value the default for new records, or clear the default with `null`. */\nexport function setPicklistDefault(picklist: CrmPicklist, valueId: string | null): CrmPicklist {\n  const value = picklist.values.find((entry) => entry.id === valueId)\n  return { ...picklist, defaultValueId: value?.active ? value.id : null }\n}\n\n/** Move the value at `from` to `to`, the drag and the arrows alike. */\nexport function movePicklistValue(picklist: CrmPicklist, from: number, to: number): CrmPicklist {\n  const size = picklist.values.length\n  if (from === to || from < 0 || to < 0 || from >= size || to >= size) return picklist\n  const values = [...picklist.values]\n  const [moved] = values.splice(from, 1)\n  values.splice(to, 0, moved)\n  return { ...picklist, values }\n}\n\n/** Every value in A–Z order by label, as Salesforce's \"Sort alphabetically\" does. */\nexport function sortPicklistValues(picklist: CrmPicklist): CrmPicklist {\n  return {\n    ...picklist,\n    values: [...picklist.values].sort((a, b) =>\n      a.label.localeCompare(b.label, undefined, { sensitivity: 'base' }),\n 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}\n}\n"],"names":["CRM_PICKLIST_VALUES_MAX","crmPicklistValueByLabel","crmPicklistValueId","normalizeCrmPicklistLabel","isStandardPicklistValueId","CRM_PICKLIST_VALUES_ROUTE","CRM_LEAD_SOURCE_VALUES_ROUTE","crmPicklistValuesRouteUrl","picklistKeepsGroups","definition","targets","some","target","Boolean","groupField","DUPLICATE","label","addPicklistValue","picklist","rawLabel","options","ok","error","existing","active","values","length","meanings","includes","meaning","reservedMeanings","name","picklistMeaningLabel","groups","value","id","map","entry","standardValues","group","renamePicklistValue","valueId","clash","deletePicklistValue","replaceWith","find","filter","defaultValueId","own","meaningLabels","holders","charAt","toUpperCase","slice","picklistAddableMeanings","picklistReplacements","deleted","setPicklistValueActive","setPicklistValueGroup","known","setPicklistDefault","movePicklistValue","from","to","size","moved","splice","sortPicklistValues","sort","a","b","localeCompare","undefined","sensitivity"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAMEA,uBAAuB,EACvBC,uBAAuB,EACvBC,kBAAkB,EAClBC,yBAAyB,QACpB,6BAA4B;AACnC,SAASC,yBAAyB,QAAQ,mCAAkC;AAE5E;;;;;;;;;;;;;;;;CAgBC,GAED,2DAA2D,GAC3D,OAAO,MAAMC,4BAA4B,sBAA8B;AAEvE;;;CAGC,GACD,OAAO,MAAMC,+BAA+B,yBAAiC;AAE7E,OAAO,MAAMC,4BAA4B,IAAc,CAAC,KAAK,EAAEF,2BAA2B,CAAA;AAgB1F;;;;CAIC,GACD,OAAO,SAASG,oBAAoBC,UAAiC;IACnE,OAAOA,WAAWC,OAAO,CAACC,IAAI,CAAC,CAACC,SAAWC,QAAQD,OAAOE,UAAU;AACtE;AAuBA,MAAMC,YAAY,CAACC,QAAkB,CAAC,CAAC,EAAEA,MAAM,yBAAyB,CAAC;AAEzE;;;CAGC,GACD,OAAO,SAASC,iBACdR,UAAiC,EACjCS,QAAqB,EACrBC,QAAgB,EAChBC,UAA8D,CAAC,CAAC;QAgB/CX,sBACyBW,kBAGAA,mBAI3BX;QAJXA;IAlBJ,MAAMO,QAAQb,0BAA0BgB;IACxC,IAAI,CAACH,OAAO,OAAO;QAAEK,IAAI;QAAOC,OAAO;IAA8B;IACrE,MAAMC,WAAWtB,wBAAwBiB,UAAUF;IACnD,IAAIO,UAAU;QACZ,OAAO;YACLF,IAAI;YACJC,OAAOC,SAASC,MAAM,GAClBT,UAAUQ,SAASP,KAAK,IACxB,CAAC,CAAC,EAAEO,SAASP,KAAK,CAAC,iDAAiD,CAAC;QAC3E;IACF;IACA,IAAIE,SAASO,MAAM,CAACC,MAAM,IAAI1B,yBAAyB;QACrD,OAAO;YAAEqB,IAAI;YAAOC,OAAO,CAAC,qBAAqB,EAAEtB,wBAAwB,QAAQ,CAAC;QAAC;IACvF;IACA,MAAM2B,YAAWlB,uBAAAA,WAAWkB,QAAQ,YAAnBlB,uBAAuB,EAAE;IAC1C,IAAIkB,SAASD,MAAM,IAAI,CAACC,SAASC,QAAQ,EAACR,mBAAAA,QAAQS,OAAO,YAAfT,mBAAmB,KAAK;QAChE,OAAO;YAAEC,IAAI;YAAOC,OAAO;QAA6B;IAC1D;IACA,KAAIb,+BAAAA,WAAWqB,gBAAgB,qBAA3BrB,6BAA6BmB,QAAQ,EAACR,oBAAAA,QAAQS,OAAO,YAAfT,oBAAmB,KAAK;QAChE,MAAMW,OAAOC,qBAAqBvB,YAAYW,QAAQS,OAAO;QAC7D,OAAO;YAAER,IAAI;YAAOC,OAAO,CAAC,uBAAuB,EAAES,KAAK,uBAAuB,CAAC;QAAC;IACrF;IACA,MAAME,UAASxB,qBAAAA,WAAWwB,MAAM,YAAjBxB,qBAAqB,EAAE;IACtC,MAAMyB,QAA0B;QAC9BC,IAAIjC,mBAAmBc,OAAO;eACzBE,SAASO,MAAM,CAACW,GAAG,CAAC,CAACC,QAAUA,MAAMF,EAAE;eACvC1B,WAAW6B,cAAc,CAACF,GAAG,CAAC,CAACC,QAAUA,MAAMF,EAAE;SACrD;QACDnB;QACAQ,QAAQ;OACJS,OAAOP,MAAM,GACb;QAAEa,OAAON,OAAOtB,IAAI,CAAC,CAAC4B,QAAUA,MAAMJ,EAAE,KAAKf,QAAQmB,KAAK,IAAKnB,QAAQmB,KAAK,GAAc;IAAK,IAC/F,CAAC,GACDZ,SAASD,MAAM,GAAG;QAAEG,SAAST,QAAQS,OAAO;IAAW,IAAI,CAAC;IAElE,OAAO;QAAER,IAAI;QAAMH,UAAU,aAAKA;YAAUO,QAAQ;mBAAIP,SAASO,MAAM;gBAAES;aAAM;;IAAG;AACpF;AAEA,0EAA0E,GAC1E,OAAO,SAASM,oBACdtB,QAAqB,EACrBuB,OAAe,EACftB,QAAgB;IAEhB,MAAMH,QAAQb,0BAA0BgB;IACxC,IAAI,CAACH,OAAO,OAAO;QAAEK,IAAI;QAAOC,OAAO;IAA8B;IACrE,IAAI,CAACJ,SAASO,MAAM,CAACd,IAAI,CAAC,CAACuB,QAAUA,MAAMC,EAAE,KAAKM,UAAU;QAC1D,OAAO;YAAEpB,IAAI;YAAOC,OAAO;QAAuC;IACpE;IACA,MAAMoB,QAAQzC,wBAAwBiB,UAAUF;IAChD,IAAI0B,SAASA,MAAMP,EAAE,KAAKM,SAAS,OAAO;QAAEpB,IAAI;QAAOC,OAAOP,UAAU2B,MAAM1B,KAAK;IAAE;IACrF,OAAO;QACLK,IAAI;QACJH,UAAU,aACLA;YACHO,QAAQP,SAASO,MAAM,CAACW,GAAG,CAAC,CAACF,QAAWA,MAAMC,EAAE,KAAKM,UAAU,aAAKP;oBAAOlB;qBAAUkB;;IAEzF;AACF;AAEA;;;;;;;;CAQC,GACD,OAAO,SAASS,oBACdlC,UAAiC,EACjCS,QAAqB,EACrBuB,OAAe,EACfG,WAA0B;QAYEnC;IAV5B,MAAMyB,QAAQhB,SAASO,MAAM,CAACoB,IAAI,CAAC,CAACR,QAAUA,MAAMF,EAAE,KAAKM;IAC3D,IAAI,CAACP,OAAO,OAAO;QAAEb,IAAI;QAAOC,OAAO;IAAuC;IAC9E,IAAIlB,0BAA0BK,YAAYgC,UAAU;QAClD,OAAO;YACLpB,IAAI;YACJC,OAAO,CAAC,CAAC,EAAEY,MAAMlB,KAAK,CAAC,mEAAmE,CAAC;QAC7F;IACF;IACA,oEAAoE;IACpE,2EAA2E;IAC3E,IAAI4B,gBAAgB,UAAQnC,uBAAAA,WAAWkB,QAAQ,qBAAnBlB,qBAAqBiB,MAAM,GAAE;QACvD,OAAO;YACLL,IAAI;YACJC,OAAO,CAAC,qCAAqC,EAAEY,MAAMlB,KAAK,CAAC,yBAAyB,CAAC;QACvF;IACF;IACA,IAAI4B,gBAAgB,MAAM;YAKYhC,iBAA6BsB;YAA7DzB;QAJJ,MAAMG,SAASX,wBAAwBiB,UAAU0B;QACjD,IAAI,CAAChC,UAAUA,OAAOuB,EAAE,KAAKM,WAAW,CAAC7B,OAAOY,MAAM,EAAE;YACtD,OAAO;gBAAEH,IAAI;gBAAOC,OAAO;YAAwD;QACrF;QACA,IAAIb,EAAAA,wBAAAA,WAAWkB,QAAQ,qBAAnBlB,sBAAqBiB,MAAM,KAAI,EAACd,kBAAAA,OAAOiB,OAAO,YAAdjB,kBAAkB,YAAWsB,iBAAAA,MAAML,OAAO,YAAbK,iBAAiB,OAAO;YACvF,OAAO;gBACLb,IAAI;gBACJC,OAAO,CAAC,qCAAqC,EAAEY,MAAMlB,KAAK,CAAC,yBAAyB,CAAC;YACvF;QACF;IACF;IACA,OAAO;QACLK,IAAI;QACJH,UAAU;YACRO,QAAQP,SAASO,MAAM,CAACqB,MAAM,CAAC,CAACT,QAAUA,MAAMF,EAAE,KAAKM;YACvDM,gBAAgB7B,SAAS6B,cAAc,KAAKN,UAAU,OAAOvB,SAAS6B,cAAc;QACtF;IACF;AACF;AAEA;;;;;CAKC,GACD,OAAO,SAASf,qBAAqBvB,UAAiC,EAAEoB,OAAe;QACzEpB;IAAZ,MAAMuC,OAAMvC,4BAAAA,WAAWwC,aAAa,qBAAxBxC,yBAA0B,CAACoB,QAAQ;IAC/C,IAAImB,KAAK,OAAOA;IAChB,MAAME,UAAUzC,WAAW6B,cAAc,CAACQ,MAAM,CAAC,CAACZ,QAAUA,MAAML,OAAO,KAAKA;IAC9E,OAAOqB,QAAQxB,MAAM,KAAK,KAAKwB,OAAO,CAAC,EAAE,GACrCA,OAAO,CAAC,EAAE,CAAClC,KAAK,GACh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package/src/lib/server/picklist-values.d.ts

@@ -14,7 +14,20 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import { type PluginApiHandler } from '@aglyn/aglyn/server';
+import { type CrmPicklist, type CrmPicklistTarget, type PluginApiHandler } from '@aglyn/aglyn/server';
+/** The group a label is filed under in `picklist` — `null` for none, or a label it does not hold. */
+export declare function picklistGroupOf(picklist: CrmPicklist, label: string | null): string | null;
+/**
+ * Rewrite a target's GROUP field (AGL-3577) — a lead's
+ * `leadSourceDirection` — on every record holding `label` in any spelling
+ * (by its `keyField`) whose group is not `group` already. Answers how many
+ * were written. The field is derived, like the list keys a restamp writes,
+ * so `updatedAt` is left alone.
+ *
+ * Paged by document id rather than re-run: a record already holding the
+ * group stays in the query's answer.
+ */
+export declare function regroupEverywhere(firestore: FirebaseFirestore.Firestore, records: FirebaseFirestore.CollectionReference, target: CrmPicklistTarget, label: string, group: string | null): Promise<number>;
 /** `POST crm/picklist-values` — any registered picklist, named by `picklistId`. */
 export declare const crmPicklistValuesHandler: PluginApiHandler;
 /** `POST crm/lead-source-values` — the same route with the picklist fixed to the lead source. */