@aglyn/plugins-crm 1.0.0-beta.229 → 1.0.0-beta.231

package/src/lib/server/deal-figures.js

@@ -0,0 +1,275 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ import { isPipelineArchived } from "@aglyn/aglyn/app-utils/crm";
+import { PLUGIN_FIGURE_MAX_ROWS, pluginFigureChange, pluginFigureWindows, registerPluginFigureReader } from "@aglyn/aglyn/plugin-manager/plugin-figures";
+import { scopedToHost } from "@aglyn/tenant-data-admin/server/organizations";
+import { BUNDLE_ID } from "../constants/bundle-common.js";
+import { currencyOfDeals, pipelineTotals } from "../model/crm-reports.js";
+/** Open deals the pipeline reads; a larger pipeline is told its figures read low. */ export const DEAL_FIGURES_OPEN_CEILING = 1000;
+/** Deals one window reads of each outcome. */ export const DEAL_FIGURES_CLOSED_CEILING = 1000;
+/** Pipelines read. */ export const DEAL_FIGURES_PIPELINE_CEILING = 20;
+const WINDOWS = [
+    7,
+    14,
+    30,
+    90
+];
+const major = (cents)=>Math.round(cents) / 100;
+function deals(firestore, orgId, hostId) {
+    const collection = firestore.collection('orgs').doc(orgId).collection('deals');
+    return hostId ? scopedToHost(collection, hostId) : collection;
+}
+async function readOpenDeals(firestore, orgId, hostId) {
+    const snapshot = await deals(firestore, orgId, hostId).where('status', '==', 'open').orderBy('updatedAt', 'desc').select('status', 'stageId', 'pipelineId', 'amountCents', 'currency', 'probability').limit(DEAL_FIGURES_OPEN_CEILING + 1).get();
+    return {
+        rows: snapshot.docs.slice(0, DEAL_FIGURES_OPEN_CEILING).map((doc)=>{
+            var _doc_data;
+            return (_doc_data = doc.data()) != null ? _doc_data : {};
+        }),
+        truncated: snapshot.docs.length > DEAL_FIGURES_OPEN_CEILING
+    };
+}
+async function readPipelines(firestore, orgId, hostId) {
+    const collection = firestore.collection('orgs').doc(orgId).collection('pipelines');
+    const snapshot = await (hostId ? scopedToHost(collection, hostId) : collection).limit(DEAL_FIGURES_PIPELINE_CEILING).get();
+    return snapshot.docs.map((doc)=>{
+        var _doc_data;
+        return {
+            id: doc.id,
+            pipeline: (_doc_data = doc.data()) != null ? _doc_data : {}
+        };
+    }).filter(({ pipeline })=>!isPipelineArchived(pipeline));
+}
+export function crmPipelineFigureReader(firestore) {
+    return {
+        id: 'crm.pipeline',
+        label: 'Deal pipeline',
+        description: 'The open deals as they stand, by pipeline and stage: how many, what they are worth, and what they are worth at each stage’s odds. Current totals, with no window.',
+        scope: 'org',
+        windows: [],
+        feature: 'crm',
+        read: async (request)=>{
+            const db = firestore();
+            const [open, pipelines] = await Promise.all([
+                readOpenDeals(db, request.orgId, request.hostId),
+                readPipelines(db, request.orgId, request.hostId)
+            ]);
+            const { currency, mixed } = currencyOfDeals(open.rows);
+            const code = currency.toUpperCase();
+            const rows = [];
+            let count = 0;
+            let amount = 0;
+            let weighted = 0;
+            let placed = 0;
+            for (const { id, pipeline } of pipelines){
+                const totals = pipelineTotals(open.rows.filter((deal)=>deal.pipelineId === id), pipeline);
+                count += totals.count;
+                amount += totals.amountCents;
+                weighted += totals.weightedCents;
+                for (const stage of totals.stages){
+                    placed += 1;
+                    rows.push({
+                        pipeline: pipeline.name || 'Untitled pipeline',
+                        stage: stage.stage.name || 'Untitled stage',
+                        deals: stage.count,
+                        value: major(stage.amountCents),
+                        weighted: major(stage.weightedCents)
+                    });
+                }
+            }
+            const kept = rows.slice(0, PLUGIN_FIGURE_MAX_ROWS - 1);
+            return {
+                ok: true,
+                table: {
+                    title: 'Deal pipeline',
+                    source: {
+                        label: 'CRM reports',
+                        path: 'crm/reports'
+                    },
+                    period: null,
+                    columns: [
+                        {
+                            key: 'pipeline',
+                            label: 'Pipeline',
+                            kind: 'text'
+                        },
+                        {
+                            key: 'stage',
+                            label: 'Stage',
+                            kind: 'text'
+                        },
+                        {
+                            key: 'deals',
+                            label: 'Open deals',
+                            kind: 'count'
+                        },
+                        {
+                            key: 'value',
+                            label: 'Value',
+                            kind: 'money',
+                            currency: code
+                        },
+                        {
+                            key: 'weighted',
+                            label: 'Weighted value',
+                            kind: 'money',
+                            currency: code
+                        }
+                    ],
+                    rows: [
+                        {
+                            pipeline: 'All pipelines',
+                            stage: 'All open stages',
+                            deals: count,
+                            value: major(amount),
+                            weighted: major(weighted)
+                        },
+                        ...kept
+                    ],
+                    omitted: Math.max(0, placed - kept.length),
+                    notes: [
+                        'Only open deals: a won deal is revenue and a lost one is history.',
+                        ...mixed ? [
+                            `Deals are in more than one currency; every amount is added as ${code}.`
+                        ] : [],
+                        ...open.truncated ? [
+                            `More than ${DEAL_FIGURES_OPEN_CEILING.toLocaleString('en-US')} deals are open, so the figures count the most recently updated ${DEAL_FIGURES_OPEN_CEILING.toLocaleString('en-US')} and read low.`
+                        ] : []
+                    ].slice(0, 3)
+                }
+            };
+        }
+    };
+}
+async function readClosed(firestore, orgId, hostId, status, startMs, endMs) {
+    const snapshot = await deals(firestore, orgId, hostId).where('status', '==', status).where('closedAtMs', '>=', startMs).where('closedAtMs', '<', endMs).orderBy('closedAtMs', 'asc').select('amountCents', 'currency').limit(DEAL_FIGURES_CLOSED_CEILING + 1).get();
+    const docs = snapshot.docs.slice(0, DEAL_FIGURES_CLOSED_CEILING).map((doc)=>{
+        var _doc_data;
+        return (_doc_data = doc.data()) != null ? _doc_data : {};
+    });
+    return {
+        count: docs.length,
+        amountCents: docs.reduce((sum, deal)=>{
+            var _deal_amountCents;
+            return sum + Math.max(0, Math.round(Number((_deal_amountCents = deal.amountCents) != null ? _deal_amountCents : 0) || 0));
+        }, 0),
+        currencies: docs,
+        truncated: snapshot.docs.length > DEAL_FIGURES_CLOSED_CEILING
+    };
+}
+export function crmClosedDealsFigureReader(firestore) {
+    return {
+        id: 'crm.closed',
+        label: 'Deals won and lost',
+        description: 'Deals closed over the window: how many were won and lost, what was won, the win rate, and the change in deals won from the window before.',
+        scope: 'org',
+        windows: WINDOWS,
+        feature: 'crm',
+        read: async (request)=>{
+            if (!WINDOWS.includes(request.days)) {
+                return {
+                    ok: false,
+                    status: 400,
+                    error: 'That window is not one closed deals are read over'
+                };
+            }
+            const db = firestore();
+            const { current, previous } = pluginFigureWindows(request.now, request.days);
+            const [won, lost, wonBefore] = await Promise.all([
+                readClosed(db, request.orgId, request.hostId, 'won', current.startMs, current.endMs),
+                readClosed(db, request.orgId, request.hostId, 'lost', current.startMs, current.endMs),
+                readClosed(db, request.orgId, request.hostId, 'won', previous.startMs, previous.endMs)
+            ]);
+            const { currency, mixed } = currencyOfDeals(won.currencies);
+            const code = currency.toUpperCase();
+            const closed = won.count + lost.count;
+            return {
+                ok: true,
+                table: {
+                    title: 'Deals won and lost',
+                    source: {
+                        label: 'CRM reports',
+                        path: 'crm/reports'
+                    },
+                    period: {
+                        from: current.from,
+                        to: current.to,
+                        days: request.days
+                    },
+                    columns: [
+                        {
+                            key: 'won',
+                            label: 'Won',
+                            kind: 'count'
+                        },
+                        {
+                            key: 'lost',
+                            label: 'Lost',
+                            kind: 'count'
+                        },
+                        {
+                            key: 'wonValue',
+                            label: 'Value won',
+                            kind: 'money',
+                            currency: code
+                        },
+                        {
+                            key: 'winRate',
+                            label: 'Win rate',
+                            kind: 'percent'
+                        },
+                        {
+                            key: 'change',
+                            label: 'Change in deals won',
+                            kind: 'change'
+                        }
+                    ],
+                    rows: [
+                        {
+                            won: won.count,
+                            lost: lost.count,
+                            wonValue: major(won.amountCents),
+                            winRate: closed > 0 ? Math.round(won.count / closed * 1000) / 10 : null,
+                            change: pluginFigureChange(won.count, wonBefore.count)
+                        }
+                    ],
+                    omitted: 0,
+                    notes: [
+                        'A deal is counted on the day it closed.',
+                        ...mixed ? [
+                            `Deals won are in more than one currency; every amount is added as ${code}.`
+                        ] : [],
+                        ...won.truncated || lost.truncated || wonBefore.truncated ? [
+                            `More than ${DEAL_FIGURES_CLOSED_CEILING.toLocaleString('en-US')} deals closed one way in a window, so the figures count ${DEAL_FIGURES_CLOSED_CEILING.toLocaleString('en-US')} and read low.`
+                        ] : []
+                    ].slice(0, 3)
+                }
+            };
+        }
+    };
+}
+/** Registers the deal readers from the console surface, where insight jobs run. */ export function registerDealFigureReaders(firestore) {
+    for (const reader of [
+        crmPipelineFigureReader(firestore),
+        crmClosedDealsFigureReader(firestore)
+    ]){
+        registerPluginFigureReader(reader, {
+            pluginId: BUNDLE_ID
+        });
+    }
+}
+
+//# sourceMappingURL=deal-figures.js.map

package/src/lib/server/deal-figures.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/deal-figures.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 { isPipelineArchived, type CrmDeal, type CrmPipeline } from '@aglyn/aglyn/app-utils/crm'\nimport {\n  PLUGIN_FIGURE_MAX_ROWS,\n  pluginFigureChange,\n  pluginFigureWindows,\n  registerPluginFigureReader,\n  type PluginFigureReader,\n  type PluginFigureRow,\n} from '@aglyn/aglyn/plugin-manager/plugin-figures'\nimport { scopedToHost } from '@aglyn/tenant-data-admin/server/organizations'\nimport { BUNDLE_ID } from '../constants/bundle-common'\nimport { currencyOfDeals, pipelineTotals } from '../model/crm-reports'\n\n/**\n * The organization's deals as figure tables another plugin reads by id\n * (AGL-3603) — the AI plugin's insights answer \"how much is in the pipeline?\"\n * and \"what did we win this month?\" from them.\n *\n *  - `crm.pipeline`: the open pipeline as it stands, by pipeline and stage —\n *    how many deals, what they are worth, and what they are worth at their\n *    stage's odds — with `pipelineTotals`, the Reports page's own arithmetic.\n *  - `crm.closed`: deals won and lost over the window, what was won, the win\n *    rate, and the change in won deals from the window before.\n *\n * Organization readers: with a site, only the deals shared with that site —\n * `scopedToHost`, the predicate the rules evaluate — and with none, the\n * workspace's. Each read is a Firestore query on `status` (and `closedAtMs`\n * for the window), served by the `deals` composites the index file already\n * carries, projected to the fields counted and capped; a deal's title, its\n * contact and its company never reach a table.\n */\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** Open deals the pipeline reads; a larger pipeline is told its figures read low. */\nexport const DEAL_FIGURES_OPEN_CEILING = 1_000\n\n/** Deals one window reads of each outcome. */\nexport const DEAL_FIGURES_CLOSED_CEILING = 1_000\n\n/** Pipelines read. */\nexport const DEAL_FIGURES_PIPELINE_CEILING = 20\n\nconst WINDOWS: readonly number[] = [7, 14, 30, 90]\n\ntype DealRow = Pick<CrmDeal, 'status' | 'stageId' | 'pipelineId' | 'amountCents' | 'currency' | 'probability'>\n\nconst major = (cents: number): number => Math.round(cents) / 100\n\nfunction deals(firestore: Firestore, orgId: string, hostId: string | null): FirebaseFirestore.Query {\n  const collection = firestore.collection('orgs').doc(orgId).collection('deals')\n  return hostId ? scopedToHost(collection, hostId) : collection\n}\n\nasync function readOpenDeals(\n  firestore: Firestore,\n  orgId: string,\n  hostId: string | null,\n): Promise<{ rows: DealRow[]; truncated: boolean }> {\n  const snapshot = await deals(firestore, orgId, hostId)\n    .where('status', '==', 'open')\n    .orderBy('updatedAt', 'desc')\n    .select('status', 'stageId', 'pipelineId', 'amountCents', 'currency', 'probability')\n    .limit(DEAL_FIGURES_OPEN_CEILING + 1)\n    .get()\n  return {\n    rows: snapshot.docs.slice(0, DEAL_FIGURES_OPEN_CEILING).map((doc) => (doc.data() ?? {}) as DealRow),\n    truncated: snapshot.docs.length > DEAL_FIGURES_OPEN_CEILING,\n  }\n}\n\nasync function readPipelines(\n  firestore: Firestore,\n  orgId: string,\n  hostId: string | null,\n): Promise<Array<{ id: string; pipeline: CrmPipeline }>> {\n  const collection = firestore.collection('orgs').doc(orgId).collection('pipelines')\n  const snapshot = await (hostId ? scopedToHost(collection, hostId) : collection)\n    .limit(DEAL_FIGURES_PIPELINE_CEILING)\n    .get()\n  return snapshot.docs\n    .map((doc) => ({ id: doc.id, pipeline: (doc.data() ?? {}) as CrmPipeline }))\n    .filter(({ pipeline }) => !isPipelineArchived(pipeline))\n}\n\nexport function crmPipelineFigureReader(firestore: () => Firestore): PluginFigureReader {\n  return {\n    id: 'crm.pipeline',\n    label: 'Deal pipeline',\n    description:\n      'The open deals as they stand, by pipeline and stage: how many, what they are worth, and what they are worth at each stage’s odds. Current totals, with no window.',\n    scope: 'org',\n    windows: [],\n    feature: 'crm',\n    read: async (request) => {\n      const db = firestore()\n      const [open, pipelines] = await Promise.all([\n        readOpenDeals(db, request.orgId, request.hostId),\n        readPipelines(db, request.orgId, request.hostId),\n      ])\n      const { currency, mixed } = currencyOfDeals(open.rows)\n      const code = currency.toUpperCase()\n      const rows: PluginFigureRow[] = []\n      let count = 0\n      let amount = 0\n      let weighted = 0\n      let placed = 0\n      for (const { id, pipeline } of pipelines) {\n        const totals = pipelineTotals(\n          open.rows.filter((deal) => deal.pipelineId === id),\n          pipeline,\n        )\n        count += totals.count\n        amount += totals.amountCents\n        weighted += totals.weightedCents\n        for (const stage of totals.stages) {\n          placed += 1\n          rows.push({\n            pipeline: pipeline.name || 'Untitled pipeline',\n            stage: stage.stage.name || 'Untitled stage',\n            deals: stage.count,\n            value: major(stage.amountCents),\n            weighted: major(stage.weightedCents),\n          })\n        }\n      }\n      const kept = rows.slice(0, PLUGIN_FIGURE_MAX_ROWS - 1)\n      return {\n        ok: true,\n        table: {\n          title: 'Deal pipeline',\n          source: { label: 'CRM reports', path: 'crm/reports' },\n          period: null,\n          columns: [\n            { key: 'pipeline', label: 'Pipeline', kind: 'text' },\n            { key: 'stage', label: 'Stage', kind: 'text' },\n            { key: 'deals', label: 'Open deals', kind: 'count' },\n            { key: 'value', label: 'Value', kind: 'money', currency: code },\n            { key: 'weighted', label: 'Weighted value', kind: 'money', currency: code },\n          ],\n          rows: [\n            { pipeline: 'All pipelines', stage: 'All open stages', deals: count, value: major(amount), weighted: major(weighted) },\n            ...kept,\n          ],\n          omitted: Math.max(0, placed - kept.length),\n          notes: [\n            'Only open deals: a won deal is revenue and a lost one is history.',\n            ...(mixed ? [`Deals are in more than one currency; every amount is added as ${code}.`] : []),\n            ...(open.truncated\n              ? [`More than ${DEAL_FIGURES_OPEN_CEILING.toLocaleString('en-US')} deals are open, so the figures count the most recently updated ${DEAL_FIGURES_OPEN_CEILING.toLocaleString('en-US')} and read low.`]\n              : []),\n          ].slice(0, 3),\n        },\n      }\n    },\n  }\n}\n\ninterface ClosedRead {\n  count: number\n  amountCents: number\n  currencies: Array<Pick<CrmDeal, 'currency'>>\n  truncated: boolean\n}\n\nasync function readClosed(\n  firestore: Firestore,\n  orgId: string,\n  hostId: string | null,\n  status: 'won' | 'lost',\n  startMs: number,\n  endMs: number,\n): Promise<ClosedRead> {\n  const snapshot = await deals(firestore, orgId, hostId)\n    .where('status', '==', status)\n    .where('closedAtMs', '>=', startMs)\n    .where('closedAtMs', '<', endMs)\n    .orderBy('closedAtMs', 'asc')\n    .select('amountCents', 'currency')\n    .limit(DEAL_FIGURES_CLOSED_CEILING + 1)\n    .get()\n  const docs = snapshot.docs.slice(0, DEAL_FIGURES_CLOSED_CEILING).map((doc) => (doc.data() ?? {}) as DealRow)\n  return {\n    count: docs.length,\n    amountCents: docs.reduce((sum, deal) => sum + Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0)), 0),\n    currencies: docs,\n    truncated: snapshot.docs.length > DEAL_FIGURES_CLOSED_CEILING,\n  }\n}\n\nexport function crmClosedDealsFigureReader(firestore: () => Firestore): PluginFigureReader {\n  return {\n    id: 'crm.closed',\n    label: 'Deals won and lost',\n    description:\n      'Deals closed over the window: how many were won and lost, what was won, the win rate, and the change in deals won from the window before.',\n    scope: 'org',\n    windows: WINDOWS,\n    feature: 'crm',\n    read: async (request) => {\n      if (!WINDOWS.includes(request.days)) {\n        return { ok: false, status: 400, error: 'That window is not one closed deals are read over' }\n      }\n      const db = firestore()\n      const { current, previous } = pluginFigureWindows(request.now, request.days)\n      const [won, lost, wonBefore] = await Promise.all([\n        readClosed(db, request.orgId, request.hostId, 'won', current.startMs, current.endMs),\n        readClosed(db, request.orgId, request.hostId, 'lost', current.startMs, current.endMs),\n        readClosed(db, request.orgId, request.hostId, 'won', previous.startMs, previous.endMs),\n      ])\n      const { currency, mixed } = currencyOfDeals(won.currencies)\n      const code = currency.toUpperCase()\n      const closed = won.count + lost.count\n      return {\n        ok: true,\n        table: {\n          title: 'Deals won and lost',\n          source: { label: 'CRM reports', path: 'crm/reports' },\n          period: { from: current.from, to: current.to, days: request.days },\n          columns: [\n            { key: 'won', label: 'Won', kind: 'count' },\n            { key: 'lost', label: 'Lost', kind: 'count' },\n            { key: 'wonValue', label: 'Value won', kind: 'money', currency: code },\n            { key: 'winRate', label: 'Win rate', kind: 'percent' },\n            { key: 'change', label: 'Change in deals won', kind: 'change' },\n          ],\n          rows: [\n            {\n              won: won.count,\n              lost: lost.count,\n              wonValue: major(won.amountCents),\n              winRate: closed > 0 ? Math.round((won.count / closed) * 1_000) / 10 : null,\n              change: pluginFigureChange(won.count, wonBefore.count),\n            },\n          ],\n          omitted: 0,\n          notes: [\n            'A deal is counted on the day it closed.',\n            ...(mixed ? [`Deals won are in more than one currency; every amount is added as ${code}.`] : []),\n            ...(won.truncated || lost.truncated || wonBefore.truncated\n              ? [`More than ${DEAL_FIGURES_CLOSED_CEILING.toLocaleString('en-US')} deals closed one way in a window, so the figures count ${DEAL_FIGURES_CLOSED_CEILING.toLocaleString('en-US')} and read low.`]\n              : []),\n          ].slice(0, 3),\n        },\n      }\n    },\n  }\n}\n\n/** Registers the deal readers from the console surface, where insight jobs run. */\nexport function registerDealFigureReaders(firestore: () => Firestore): void {\n  for (const reader of [crmPipelineFigureReader(firestore), crmClosedDealsFigureReader(firestore)]) {\n    registerPluginFigureReader(reader, { pluginId: BUNDLE_ID })\n  }\n}\n"],"names":["isPipelineArchived","PLUGIN_FIGURE_MAX_ROWS","pluginFigureChange","pluginFigureWindows","registerPluginFigureReader","scopedToHost","BUNDLE_ID","currencyOfDeals","pipelineTotals","DEAL_FIGURES_OPEN_CEILING","DEAL_FIGURES_CLOSED_CEILING","DEAL_FIGURES_PIPELINE_CEILING","WINDOWS","major","cents","Math","round","deals","firestore","orgId","hostId","collection","doc","readOpenDeals","snapshot","where","orderBy","select","limit","get","rows","docs","slice","map","data","truncated","length","readPipelines","id","pipeline","filter","crmPipelineFigureReader","label","description","scope","windows","feature","read","request","db","open","pipelines","Promise","all","currency","mixed","code","toUpperCase","count","amount","weighted","placed","totals","deal","pipelineId","amountCents","weightedCents","stage","stages","push","name","value","kept","ok","table","title","source","path","period","columns","key","kind","omitted","max","notes","toLocaleString","readClosed","status","startMs","endMs","reduce","sum","Number","currencies","crmClosedDealsFigureReader","includes","days","error","current","previous","now","won","lost","wonBefore","closed","from","to","wonValue","winRate","change","registerDealFigureReaders","reader","pluginId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,kBAAkB,QAAwC,6BAA4B;AAC/F,SACEC,sBAAsB,EACtBC,kBAAkB,EAClBC,mBAAmB,EACnBC,0BAA0B,QAGrB,6CAA4C;AACnD,SAASC,YAAY,QAAQ,gDAA+C;AAC5E,SAASC,SAAS,QAAQ,gCAA4B;AACtD,SAASC,eAAe,EAAEC,cAAc,QAAQ,0BAAsB;AAuBtE,mFAAmF,GACnF,OAAO,MAAMC,4BAA4B,KAAK;AAE9C,4CAA4C,GAC5C,OAAO,MAAMC,8BAA8B,KAAK;AAEhD,oBAAoB,GACpB,OAAO,MAAMC,gCAAgC,GAAE;AAE/C,MAAMC,UAA6B;IAAC;IAAG;IAAI;IAAI;CAAG;AAIlD,MAAMC,QAAQ,CAACC,QAA0BC,KAAKC,KAAK,CAACF,SAAS;AAE7D,SAASG,MAAMC,SAAoB,EAAEC,KAAa,EAAEC,MAAqB;IACvE,MAAMC,aAAaH,UAAUG,UAAU,CAAC,QAAQC,GAAG,CAACH,OAAOE,UAAU,CAAC;IACtE,OAAOD,SAASf,aAAagB,YAAYD,UAAUC;AACrD;AAEA,eAAeE,cACbL,SAAoB,EACpBC,KAAa,EACbC,MAAqB;IAErB,MAAMI,WAAW,MAAMP,MAAMC,WAAWC,OAAOC,QAC5CK,KAAK,CAAC,UAAU,MAAM,QACtBC,OAAO,CAAC,aAAa,QACrBC,MAAM,CAAC,UAAU,WAAW,cAAc,eAAe,YAAY,eACrEC,KAAK,CAACnB,4BAA4B,GAClCoB,GAAG;IACN,OAAO;QACLC,MAAMN,SAASO,IAAI,CAACC,KAAK,CAAC,GAAGvB,2BAA2BwB,GAAG,CAAC,CAACX;gBAASA;oBAAAA,YAAAA,IAAIY,IAAI,cAARZ,YAAc,CAAC;;QACrFa,WAAWX,SAASO,IAAI,CAACK,MAAM,GAAG3B;IACpC;AACF;AAEA,eAAe4B,cACbnB,SAAoB,EACpBC,KAAa,EACbC,MAAqB;IAErB,MAAMC,aAAaH,UAAUG,UAAU,CAAC,QAAQC,GAAG,CAACH,OAAOE,UAAU,CAAC;IACtE,MAAMG,WAAW,MAAM,AAACJ,CAAAA,SAASf,aAAagB,YAAYD,UAAUC,UAAS,EAC1EO,KAAK,CAACjB,+BACNkB,GAAG;IACN,OAAOL,SAASO,IAAI,CACjBE,GAAG,CAAC,CAACX;YAAkCA;eAAzB;YAAEgB,IAAIhB,IAAIgB,EAAE;YAAEC,QAAQ,GAAGjB,YAAAA,IAAIY,IAAI,cAARZ,YAAc,CAAC;QAAkB;OACxEkB,MAAM,CAAC,CAAC,EAAED,QAAQ,EAAE,GAAK,CAACvC,mBAAmBuC;AAClD;AAEA,OAAO,SAASE,wBAAwBvB,SAA0B;IAChE,OAAO;QACLoB,IAAI;QACJI,OAAO;QACPC,aACE;QACFC,OAAO;QACPC,SAAS,EAAE;QACXC,SAAS;QACTC,MAAM,OAAOC;YACX,MAAMC,KAAK/B;YACX,MAAM,CAACgC,MAAMC,UAAU,GAAG,MAAMC,QAAQC,GAAG,CAAC;gBAC1C9B,cAAc0B,IAAID,QAAQ7B,KAAK,EAAE6B,QAAQ5B,MAAM;gBAC/CiB,cAAcY,IAAID,QAAQ7B,KAAK,EAAE6B,QAAQ5B,MAAM;aAChD;YACD,MAAM,EAAEkC,QAAQ,EAAEC,KAAK,EAAE,GAAGhD,gBAAgB2C,KAAKpB,IAAI;YACrD,MAAM0B,OAAOF,SAASG,WAAW;YACjC,MAAM3B,OAA0B,EAAE;YAClC,IAAI4B,QAAQ;YACZ,IAAIC,SAAS;YACb,IAAIC,WAAW;YACf,IAAIC,SAAS;YACb,KAAK,MAAM,EAAEvB,EAAE,EAAEC,QAAQ,EAAE,IAAIY,UAAW;gBACxC,MAAMW,SAAStD,eACb0C,KAAKpB,IAAI,CAACU,MAAM,CAAC,CAACuB,OAASA,KAAKC,UAAU,KAAK1B,KAC/CC;gBAEFmB,SAASI,OAAOJ,KAAK;gBACrBC,UAAUG,OAAOG,WAAW;gBAC5BL,YAAYE,OAAOI,aAAa;gBAChC,KAAK,MAAMC,SAASL,OAAOM,MAAM,CAAE;oBACjCP,UAAU;oBACV/B,KAAKuC,IAAI,CAAC;wBACR9B,UAAUA,SAAS+B,IAAI,IAAI;wBAC3BH,OAAOA,MAAMA,KAAK,CAACG,IAAI,IAAI;wBAC3BrD,OAAOkD,MAAMT,KAAK;wBAClBa,OAAO1D,MAAMsD,MAAMF,WAAW;wBAC9BL,UAAU/C,MAAMsD,MAAMD,aAAa;oBACrC;gBACF;YACF;YACA,MAAMM,OAAO1C,KAAKE,KAAK,CAAC,GAAG/B,yBAAyB;YACpD,OAAO;gBACLwE,IAAI;gBACJC,OAAO;oBACLC,OAAO;oBACPC,QAAQ;wBAAElC,OAAO;wBAAemC,MAAM;oBAAc;oBACpDC,QAAQ;oBACRC,SAAS;wBACP;4BAAEC,KAAK;4BAAYtC,OAAO;4BAAYuC,MAAM;wBAAO;wBACnD;4BAAED,KAAK;4BAAStC,OAAO;4BAASuC,MAAM;wBAAO;wBAC7C;4BAAED,KAAK;4BAAStC,OAAO;4BAAcuC,MAAM;wBAAQ;wBACnD;4BAAED,KAAK;4BAAStC,OAAO;4BAASuC,MAAM;4BAAS3B,UAAUE;wBAAK;wBAC9D;4BAAEwB,KAAK;4BAAYtC,OAAO;4BAAkBuC,MAAM;4BAAS3B,UAAUE;wBAAK;qBAC3E;oBACD1B,MAAM;wBACJ;4BAAES,UAAU;4BAAiB4B,OAAO;4BAAmBlD,OAAOyC;4BAAOa,OAAO1D,MAAM8C;4BAASC,UAAU/C,MAAM+C;wBAAU;2BAClHY;qBACJ;oBACDU,SAASnE,KAAKoE,GAAG,CAAC,GAAGtB,SAASW,KAAKpC,MAAM;oBACzCgD,OAAO;wBACL;2BACI7B,QAAQ;4BAAC,CAAC,8DAA8D,EAAEC,KAAK,CAAC,CAAC;yBAAC,GAAG,EAAE;2BACvFN,KAAKf,SAAS,GACd;4BAAC,CAAC,UAAU,EAAE1B,0BAA0B4E,cAAc,CAAC,SAAS,gEAAgE,EAAE5E,0BAA0B4E,cAAc,CAAC,SAAS,cAAc,CAAC;yBAAC,GACpM,EAAE;qBACP,CAACrD,KAAK,CAAC,GAAG;gBACb;YACF;QACF;IACF;AACF;AASA,eAAesD,WACbpE,SAAoB,EACpBC,KAAa,EACbC,MAAqB,EACrBmE,MAAsB,EACtBC,OAAe,EACfC,KAAa;IAEb,MAAMjE,WAAW,MAAMP,MAAMC,WAAWC,OAAOC,QAC5CK,KAAK,CAAC,UAAU,MAAM8D,QACtB9D,KAAK,CAAC,cAAc,MAAM+D,SAC1B/D,KAAK,CAAC,cAAc,KAAKgE,OACzB/D,OAAO,CAAC,cAAc,OACtBC,MAAM,CAAC,eAAe,YACtBC,KAAK,CAAClB,8BAA8B,GACpCmB,GAAG;IACN,MAAME,OAAOP,SAASO,IAAI,CAACC,KAAK,CAAC,GAAGtB,6BAA6BuB,GAAG,CAAC,CAACX;YAASA;gBAAAA,YAAAA,IAAIY,IAAI,c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package/src/lib/server/person-records.d.ts

@@ -63,6 +63,33 @@ export interface CrmPersonRecordsDeps {
     }>;
 }
 export declare function defaultCrmPersonRecordsDeps(): CrmPersonRecordsDeps;
+/** The most people one search answers, whatever the caller asks for. */
+export declare const CRM_PERSON_SEARCH_MAX = 25;
+/**
+ * The one token a typed search asks the contacts' search index for
+ * (AGL-3609), or `''` for nothing searchable.
+ *
+ * A run of digits and phone punctuation is a phone number, read as its
+ * digits: `crmPhoneSearchWords` stores the whole number, the number without
+ * a country code, its last seven and its last four, so `(555) 123-4567`,
+ * `5551234567` and `4567` all find it. Anything else is a name or an
+ * address, and the LONGEST word asks — it is the most selective one, and a
+ * stored token is a prefix of a word, so `dana@acme.com` and `dana` both
+ * reach the contact. Capped at the twelve characters a token keeps.
+ */
+export declare function crmPersonSearchWord(text: unknown): string;
+/**
+ * A contacts walk's cursor (AGL-3639): the last contact's `updatedAt` to the
+ * nanosecond, and its id for the tie. Opaque to every caller; a millisecond
+ * alone would answer a contact written later in the same millisecond twice.
+ */
+export declare function encodeContactChangesCursor(updatedAt: unknown, id: string): string | null;
+/** Reads a cursor this module handed out, or `null` for anything else. */
+export declare function decodeContactChangesCursor(cursor: string | null | undefined): {
+    seconds: number;
+    nanoseconds: number;
+    id: string;
+} | null;
 export declare function createCrmPersonRecords(deps: CrmPersonRecordsDeps): PluginPersonRecords;
 /** The service as the CRM registers it, its storage the admin app's. */
 export declare const crmPersonRecords: Required<PluginPersonRecords>;

package/src/lib/server/person-records.js

@@ -14,9 +14,10 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */ import { containerMembershipField, contactContainerFieldPath, normalizeContainerIds } from "@aglyn/aglyn/app-utils/container-membership";
-import { normalizeContactEmail } from "@aglyn/aglyn/app-utils/contacts";
-import { CRM_COLLECTIONS, crmLeadStatus, crmViewIsListed, isCrmLeadOpen, normalizeCrmViewFilters } from "@aglyn/aglyn/app-utils/crm";
+import { normalizeContactEmail, readContactFacet } from "@aglyn/aglyn/app-utils/contacts";
+import { CRM_COLLECTIONS, CRM_SCOPED_SEARCH_JOIN, CRM_SCOPED_SEARCH_TOKENS_FIELD, crmLeadStatus, crmViewIsListed, isCrmLeadOpen, normalizeCrmViewFilters } from "@aglyn/aglyn/app-utils/crm";
 import { dynamicListDimensionsForCrmView } from "@aglyn/aglyn/app-utils/dynamic-list-rule";
+import { NAME_TOKEN_MAX_PREFIX, nameSearchKey } from "@aglyn/aglyn/app-utils/name-search";
 import { personKey } from "@aglyn/aglyn/app-utils/person-key";
 import { scopeTokensForHost, seenOnlyThroughGrant, visibleToHost } from "@aglyn/aglyn/app-utils/scope-tokens";
 import { consentGroupForSite, firebaseAdmin, resolveOrgIdForHost } from "@aglyn/tenant-data-admin";
@@ -25,7 +26,7 @@ import { consentGroupForSite, firebaseAdmin, resolveOrgIdForHost } from "@aglyn/
 import { findContactByEmail } from "@aglyn/tenant-data-admin/server/contact-email-index";
 import { restampCrmListFieldsAt } from "@aglyn/tenant-data-admin/server/crm-records";
 import { collectDynamicListCandidates } from "@aglyn/tenant-data-admin/server/dynamic-list-materialize";
-import { FieldValue } from "firebase-admin/firestore";
+import { FieldPath, FieldValue, Timestamp } from "firebase-admin/firestore";
 import { recordPersonRefund } from "./person-refund.js";
 /** The person kinds, as `plugin-record-routes` addresses them. */ export const CRM_PERSON_KINDS = {
     contact: 'contact',
@@ -88,6 +89,55 @@ function personOf(kind, snapshot) {
     if (!resolved) throw new Error(`[crm] no organization to find a person in for host ${hostId || '(none)'}`);
     return resolved;
 }
+/** The most people one search answers, whatever the caller asks for. */ export const CRM_PERSON_SEARCH_MAX = 25;
+/**
+ * The one token a typed search asks the contacts' search index for
+ * (AGL-3609), or `''` for nothing searchable.
+ *
+ * A run of digits and phone punctuation is a phone number, read as its
+ * digits: `crmPhoneSearchWords` stores the whole number, the number without
+ * a country code, its last seven and its last four, so `(555) 123-4567`,
+ * `5551234567` and `4567` all find it. Anything else is a name or an
+ * address, and the LONGEST word asks — it is the most selective one, and a
+ * stored token is a prefix of a word, so `dana@acme.com` and `dana` both
+ * reach the contact. Capped at the twelve characters a token keeps.
+ */ export function crmPersonSearchWord(text) {
+    const raw = typeof text === 'string' ? text.trim() : '';
+    if (!raw) return '';
+    if (/^[\d\s()+.-]+$/.test(raw)) {
+        const digits = raw.replace(/\D/g, '');
+        return digits.length >= 4 ? digits.slice(0, NAME_TOKEN_MAX_PREFIX) : '';
+    }
+    const words = nameSearchKey(raw).split(' ').filter(Boolean);
+    const longest = words.reduce((best, word)=>word.length > best.length ? word : best, '');
+    return longest.slice(0, NAME_TOKEN_MAX_PREFIX);
+}
+/**
+ * A contacts walk's cursor (AGL-3639): the last contact's `updatedAt` to the
+ * nanosecond, and its id for the tie. Opaque to every caller; a millisecond
+ * alone would answer a contact written later in the same millisecond twice.
+ */ export function encodeContactChangesCursor(updatedAt, id) {
+    var _ref;
+    const stamp = updatedAt;
+    const seconds = Number(stamp == null ? void 0 : stamp.seconds);
+    const nanoseconds = Number((_ref = stamp == null ? void 0 : stamp.nanoseconds) != null ? _ref : 0);
+    if (!Number.isFinite(seconds) || !Number.isFinite(nanoseconds) || !id) return null;
+    return `${Math.trunc(seconds)}.${Math.trunc(nanoseconds)}.${id}`;
+}
+/** Reads a cursor this module handed out, or `null` for anything else. */ export function decodeContactChangesCursor(cursor) {
+    const match = /^(\d{1,12})\.(\d{1,9})\.([A-Za-z0-9_-]{1,200})$/.exec(String(cursor != null ? cursor : ''));
+    if (!match) return null;
+    return {
+        seconds: Number(match[1]),
+        nanoseconds: Number(match[2]),
+        id: match[3]
+    };
+}
+const millisOf = (value)=>{
+    const stamp = value;
+    return typeof (stamp == null ? void 0 : stamp.toMillis) === 'function' ? stamp.toMillis() : 0;
+};
+const integerOrNull = (value)=>typeof value === 'number' && Number.isFinite(value) ? Math.round(value) : null;
 export function createCrmPersonRecords(deps) {
     return {
         /**
@@ -284,6 +334,59 @@ export function createCrmPersonRecords(deps) {
             };
         },
         /**
+     * The contacts a site may see, oldest change first (AGL-3639): the walk a
+     * connector copies people out by. On the Contacts list's own index
+     * (`visibleTo` array-contains-any, `updatedAt` ascending), with the id as
+     * the tie-break. A contact the site sees only through a sharing grant is
+     * read and stepped over — another holder's person is not this site's to
+     * export — and the cursor still moves past it. The profile is the site's
+     * consent group's facet, never another holder's.
+     */ async changedSince (request) {
+            var _request_hostId;
+            const hostId = String((_request_hostId = request.hostId) != null ? _request_hostId : '').trim();
+            if (!hostId) return {
+                people: [],
+                next: null
+            };
+            const orgId = await orgOf(deps, request);
+            const groupId = await deps.groupIdForHost(hostId);
+            const after = decodeContactChangesCursor(request.after);
+            let query = deps.firestore().collection('orgs').doc(orgId).collection(STORED_IN[CRM_PERSON_KINDS.contact]).where('visibleTo', 'array-contains-any', scopeTokensForHost(hostId)).orderBy('updatedAt', 'asc').orderBy(FieldPath.documentId(), 'asc');
+            if (after) {
+                query = query.startAfter(new Timestamp(after.seconds, after.nanoseconds), after.id);
+            }
+            const snapshot = await query.limit(Math.max(1, Math.min(500, request.limit))).get();
+            const people = [];
+            let next = null;
+            for (const doc of snapshot.docs){
+                var _doc_data, _encodeContactChangesCursor;
+                const data = (_doc_data = doc.data()) != null ? _doc_data : {};
+                next = (_encodeContactChangesCursor = encodeContactChangesCursor(data['updatedAt'], doc.id)) != null ? _encodeContactChangesCursor : next;
+                if (seenOnlyThroughGrant(data, hostId)) continue;
+                const email = normalizeContactEmail(data['email']);
+                if (!email) continue;
+                const facet = readContactFacet(data, groupId);
+                people.push({
+                    kind: CRM_PERSON_KINDS.contact,
+                    id: doc.id,
+                    email,
+                    data,
+                    changedAtMs: millisOf(data['updatedAt']),
+                    profile: {
+                        name: typeof facet.name === 'string' && facet.name.trim() ? facet.name.trim() : null,
+                        phone: typeof facet.phone === 'string' && facet.phone.trim() ? facet.phone.trim() : null,
+                        tags: Array.isArray(facet.tags) ? facet.tags.filter((tag)=>typeof tag === 'string') : [],
+                        lifetimeValueCents: integerOrNull(facet.ltvCents),
+                        ordersCount: integerOrNull(facet.ordersCount)
+                    }
+                });
+            }
+            return {
+                people,
+                next
+            };
+        },
+        /**
      * Whether each person has ever written in: an inbound email on their
      * timeline, filed on the contact, or on the lead while they were one
      * (AGL-3234). One keyed query each; a failed one is unknown.
@@ -302,6 +405,24 @@ export function createCrmPersonRecords(deps) {
                     return null;
                 }
             }));
+        },
+        /**
+     * Contacts the site may see whose name, address, company or phone
+     * starts with the typed word (AGL-3609): ONE query on the scoped search
+     * tokens every contact writer stamps, `array-contains-any` over the
+     * site's scope tokens joined to the word — the same clause the Contacts
+     * list runs under a site, so a record the site cannot see is never
+     * answered and no index beyond the field's own is needed.
+     */ async search (request) {
+            var _request_hostId;
+            const word = crmPersonSearchWord(request.text);
+            const hostId = String((_request_hostId = request.hostId) != null ? _request_hostId : '').trim();
+            const limit = Math.min(CRM_PERSON_SEARCH_MAX, Math.max(0, Math.floor(Number(request.limit) || 0)));
+            if (!word || !hostId || !limit) return [];
+            const orgId = await orgOf(deps, request);
+            const tokens = scopeTokensForHost(hostId).map((scope)=>`${scope}${CRM_SCOPED_SEARCH_JOIN}${word}`);
+            const snapshot = await deps.firestore().collection('orgs').doc(orgId).collection(STORED_IN[CRM_PERSON_KINDS.contact]).where(CRM_SCOPED_SEARCH_TOKENS_FIELD, 'array-contains-any', tokens).limit(limit).get();
+            return snapshot.docs.map((doc)=>personOf(CRM_PERSON_KINDS.contact, doc));
         }
     };
 }
@@ -311,7 +432,9 @@ export function createCrmPersonRecords(deps) {
     fileUnder: (request)=>createCrmPersonRecords(defaultCrmPersonRecordsDeps()).fileUnder(request),
     recordRefund: (request)=>recordPersonRefund(request),
     peopleInView: (request)=>createCrmPersonRecords(defaultCrmPersonRecordsDeps()).peopleInView(request),
-    wroteIn: (request)=>createCrmPersonRecords(defaultCrmPersonRecordsDeps()).wroteIn(request)
+    wroteIn: (request)=>createCrmPersonRecords(defaultCrmPersonRecordsDeps()).wroteIn(request),
+    search: (request)=>createCrmPersonRecords(defaultCrmPersonRecordsDeps()).search(request),
+    changedSince: (request)=>createCrmPersonRecords(defaultCrmPersonRecordsDeps()).changedSince(request)
 };
 
 //# sourceMappingURL=person-records.js.map