@aglyn/plugins-crm 1.0.0-beta.230 → 1.0.0-beta.232

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_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      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: `${value} is not an email verdict` }\n      }\n      return crmAnyOf('emailStatus', keys)\n    }\n    case 'leadSource': {\n      if (clause.op === 'isEmpty' || (values.length === 1 && values[0] === LEAD_SOURCE_FILTER_NONE)) {\n        return { field: 'leadSourceKey', op: 'isEmpty', value: '' }\n      }\n      if (values.includes(LEAD_SOURCE_FILTER_NONE)) {\n        return { refused: '\"No lead source\" cannot be picked beside a value' }\n      }\n      const keys = values.map((value) => crmLeadSourceKey(value)).filter((key): key is string => Boolean(key))\n      return crmAnyOf('leadSourceKey', keys)\n    }\n    case 'leadSourceDirection': {\n      for (const value of values) {\n        if (!isLeadSourceDirection(value)) return { refused: `${value} is not a lead source direction` }\n      }\n      return crmAnyOf(CRM_LEAD_SOURCE_DIRECTION_FIELD, values)\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  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 CrmLeadStatus,\n  type CrmPicklist,\n  crmLeadSourceKey,\n  crmPicklistKey,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { EMAIL_STATE_LABELS, EMAIL_STATE_STATUSES, type EmailStateStatus } from '@aglyn/aglyn/app-utils/email-state'\nimport type { CrmViewFilterClause } from '@aglyn/aglyn/app-utils/crm'\nimport { SCOPED_SEARCH_JOIN } from '@aglyn/aglyn/app-utils/name-search'\nimport type { ListFilterField, ListFilterRequest } from '@aglyn/shared-util-tools/list-query/list-filter'\nimport { type ListGridFilterCodec, listSelectCodec } from '@aglyn/shared-util-tools/list-query/list-filter-codecs'\nimport type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-util-tools/list-query/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-status-choices.d.ts

@@ -0,0 +1,32 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { type CrmLeadFields, type CrmLeadStatus, type CrmPicklist } from '@aglyn/aglyn/app-utils/crm';
+/**
+ * The meanings a person sets by hand from a lead's status select: every one
+ * but Qualified, which only a conversion sets (AGL-2608, AGL-3512).
+ */
+export declare const LEAD_STATUS_HAND_SET: readonly CrmLeadStatus[];
+/** One choice of a lead status select: the org's label, and the meaning it sets. */
+export interface LeadStatusChoice {
+    label: string;
+    status: CrmLeadStatus;
+    inactive: boolean;
+}
+/** What a lead status select offers a lead: the org's active values of the hand-set meanings, and its own. */
+export declare function leadStatusChoices(picklist: CrmPicklist, lead: Pick<CrmLeadFields, 'status' | 'statusLabel'>): LeadStatusChoice[];
+/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */
+export declare const UNQUALIFY_REASON_MAX = 500;

package/src/lib/model/lead-status-choices.js

@@ -0,0 +1,31 @@
+/**
+ * @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 { crmLeadStatusOptions } from "@aglyn/aglyn/app-utils/crm";
+/**
+ * The meanings a person sets by hand from a lead's status select: every one
+ * but Qualified, which only a conversion sets (AGL-2608, AGL-3512).
+ */ export const LEAD_STATUS_HAND_SET = [
+    'new',
+    'nurturing',
+    'working',
+    'unqualified'
+];
+/** What a lead status select offers a lead: the org's active values of the hand-set meanings, and its own. */ export function leadStatusChoices(picklist, lead) {
+    return crmLeadStatusOptions(picklist, LEAD_STATUS_HAND_SET, lead);
+}
+/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */ export const UNQUALIFY_REASON_MAX = 500;
+
+//# sourceMappingURL=lead-status-choices.js.map

package/src/lib/model/lead-status-choices.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-status-choices.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 */\nimport {\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  type CrmPicklist,\n  crmLeadStatusOptions,\n} from '@aglyn/aglyn/app-utils/crm'\n\n/**\n * The meanings a person sets by hand from a lead's status select: every one\n * but Qualified, which only a conversion sets (AGL-2608, AGL-3512).\n */\nexport const LEAD_STATUS_HAND_SET: readonly CrmLeadStatus[] = [\n  'new',\n  'nurturing',\n  'working',\n  'unqualified',\n]\n\n/** One choice of a lead status select: the org's label, and the meaning it sets. */\nexport interface LeadStatusChoice {\n  label: string\n  status: CrmLeadStatus\n  inactive: boolean\n}\n\n/** What a lead status select offers a lead: the org's active values of the hand-set meanings, and its own. */\nexport function leadStatusChoices(\n  picklist: CrmPicklist,\n  lead: Pick<CrmLeadFields, 'status' | 'statusLabel'>,\n): LeadStatusChoice[] {\n  return crmLeadStatusOptions(picklist, LEAD_STATUS_HAND_SET, lead)\n}\n\n/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */\nexport const UNQUALIFY_REASON_MAX = 500\n"],"names":["crmLeadStatusOptions","LEAD_STATUS_HAND_SET","leadStatusChoices","picklist","lead","UNQUALIFY_REASON_MAX"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD,SAIEA,oBAAoB,QACf,6BAA4B;AAEnC;;;CAGC,GACD,OAAO,MAAMC,uBAAiD;IAC5D;IACA;IACA;IACA;CACD,CAAA;AASD,4GAA4G,GAC5G,OAAO,SAASC,kBACdC,QAAqB,EACrBC,IAAmD;IAEnD,OAAOJ,qBAAqBG,UAAUF,sBAAsBG;AAC9D;AAEA,0FAA0F,GAC1F,OAAO,MAAMC,uBAAuB,IAAG"}

package/src/lib/model/task-views.d.ts

@@ -15,8 +15,8 @@
  * limitations under the License.
  */
 import { type CrmTask, type CrmTaskKind, type CrmTaskPriority, type TaskDueState } from '@aglyn/aglyn';
-import type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter';
-import type { ListQueryDeclaration, ListQueryFilter, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan';
+import type { ListFilterField } from '@aglyn/shared-util-tools/list-query/list-filter';
+import type { ListQueryDeclaration, ListQueryFilter, ListQuerySort } from '@aglyn/shared-util-tools/list-query/list-query-plan';
 import type { CrmRoutes } from './crm-routes';
 /**
  * The tasks section's views and the query each one is (AGL-2599).

package/src/lib/model/task-views.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/task-views.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 CrmTask,\n  type CrmTaskKind,\n  type CrmTaskPriority,\n  type TaskDueState,\n  taskDueState,\n} from '@aglyn/aglyn'\nimport type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport type {\n  ListQueryDeclaration,\n  ListQueryFilter,\n  ListQuerySort,\n} from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport { CRM_LIST_SEARCH, crmSelectField } from './crm-list-query'\nimport type { CrmRoutes } from './crm-routes'\n\n/**\n * The tasks section's views and the query each one is (AGL-2599).\n *\n * Pure: what a view MEANS is written here once, as a plan the hook turns into\n * Firestore constraints and a spec can read back without Firestore. \"Overdue\"\n * and \"today\" are not stored on the task — nothing runs at midnight to stamp\n * them — so each view is a window over `dueAtMs` computed at read time from\n * the reader's own clock, and the same day boundaries {@link taskDueState}\n * paints a row with.\n */\n\nexport type CrmTaskView =\n  | 'mine'\n  | 'overdue'\n  | 'today'\n  | 'upcoming'\n  | 'open'\n  | 'done'\n\nexport const CRM_TASK_VIEWS: ReadonlyArray<{ id: CrmTaskView; label: string }> =\n  [\n    { id: 'mine', label: 'My tasks' },\n    { id: 'overdue', label: 'Overdue' },\n    { id: 'today', label: 'Today' },\n    { id: 'upcoming', label: 'Upcoming' },\n    { id: 'open', label: 'All open' },\n    { id: 'done', label: 'Done' },\n  ]\n\nexport const CRM_TASK_KINDS: readonly CrmTaskKind[] = [\n  'call',\n  'email',\n  'meeting',\n  'todo',\n]\n\nexport const CRM_TASK_KIND_LABELS: Record<CrmTaskKind, string> = {\n  call: 'Call',\n  email: 'Email',\n  meeting: 'Meeting',\n  todo: 'To-do',\n}\n\nexport const CRM_TASK_PRIORITIES: readonly CrmTaskPriority[] = [\n  'low',\n  'normal',\n  'high',\n]\n\nexport const CRM_TASK_PRIORITY_LABELS: Record<CrmTaskPriority, string> = {\n  low: 'Low',\n  normal: 'Normal',\n  high: 'High',\n}\n\n\n/** Midnight at the START of the local calendar day `nowMs` falls in. */\nexport function startOfLocalDay(nowMs: number): number {\n  const date = new Date(nowMs)\n  return new Date(date.getFullYear(), date.getMonth(), date.getDate()).getTime()\n}\n\n/**\n * Midnight at the start of the NEXT local day — built from the calendar\n * rather than by adding 24 hours, because a day that a clock change falls in\n * is 23 or 25 hours long and a task due at 00:30 on that morning belongs to\n * it either way.\n */\nexport function startOfNextLocalDay(nowMs: number): number {\n  const date = new Date(nowMs)\n  return new Date(\n    date.getFullYear(),\n    date.getMonth(),\n    date.getDate() + 1,\n  ).getTime()\n}\n\n/**\n * One view as constraints, in the vocabulary of the `crmTasks` indexes.\n *\n * `assigneeUid` narrows to the reader and rides the\n * `(visibleTo, assigneeUid, status, dueAtMs)` index; every other view rides\n * `(visibleTo, status, dueAtMs)`. `dueFrom` is inclusive and `dueBefore`\n * exclusive so that two adjacent windows share a boundary and no task falls\n * between \"today\" and \"upcoming\". A task with no due date has `dueAtMs:\n * null`, which a range excludes and a bare order sorts first, so it appears\n * in \"My tasks\" and \"All open\" and in none of the dated views.\n */\nexport interface CrmTaskViewPlan {\n  status: 'open' | 'done'\n  assigneeUid?: string\n  dueFrom?: number\n  dueBefore?: number\n  direction: 'asc' | 'desc'\n}\n\nexport function crmTaskViewPlan(\n  view: CrmTaskView,\n  options: { nowMs: number; uid: string | null | undefined },\n): CrmTaskViewPlan {\n  const { nowMs, uid } = options\n  const today = startOfLocalDay(nowMs)\n  const tomorrow = startOfNextLocalDay(nowMs)\n  switch (view) {\n    case 'mine':\n      return { status: 'open', assigneeUid: uid ?? '', direction: 'asc' }\n    case 'overdue':\n      return { status: 'open', dueBefore: today, direction: 'asc' }\n    case 'today':\n      return { status: 'open', dueFrom: today, dueBefore: tomorrow, direction: 'asc' }\n    case 'upcoming':\n      return { status: 'open', dueFrom: tomorrow, direction: 'asc' }\n    case 'open':\n      return { status: 'open', direction: 'asc' }\n    case 'done':\n      // Most recently due first: what was finished lately is what a reader\n      // scrolls the Done view for, and the oldest completed task is the one\n      // nobody comes back to.\n      return { status: 'done', direction: 'desc' }\n  }\n}\n\n/*==========================================\n * THE TASKS LIST'S QUERY (AGL-3321).\n *\n * The view is the query's base — its status, the reader as assignee for\n * \"My tasks\", and the `dueAtMs` window for Overdue, Today and Upcoming —\n * and Kind, Priority, Assignee and the search word are predicates on the\n * same query, paged by it. Every equality rides one `(field, dueAtMs)`\n * composite per direction: ascending for the working views, descending for\n * Done.\n *=========================================*/\n\n/** The orders the list takes: soonest first, and Done's most recently due first. */\nexport const TASK_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'dueAtMs', direction: 'asc' },\n  { path: 'dueAtMs', direction: 'desc' },\n]\n\n/** What the Filters panel may name on a task, besides the view. */\nexport const TASK_LIST_QUERY_FIELDS: readonly ListFilterField[] = [\n  crmSelectField('kind'),\n  crmSelectField('priority'),\n  crmSelectField('assigneeUid'),\n]\n\nexport const TASK_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: TASK_LIST_QUERY_FIELDS,\n  sorts: TASK_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/** The view's own predicates, which the plan takes as its base beside the scope. */\nexport function crmTaskViewBase(plan: CrmTaskViewPlan): ListQueryFilter[] {\n  return [\n    { path: 'status', op: '==', value: plan.status },\n    ...(plan.assigneeUid ? [{ path: 'assigneeUid', op: '==' as const, value: plan.assigneeUid }] : []),\n    ...(plan.dueFrom !== undefined ? [{ path: 'dueAtMs', op: '>=' as const, value: plan.dueFrom }] : []),\n    ...(plan.dueBefore !== undefined ? [{ path: 'dueAtMs', op: '<' as const, value: plan.dueBefore }] : []),\n  ]\n}\n\n/** The base's shape for `listQueryIndexes`: the view's two equalities. */\nexport const TASK_LIST_VIEW_BASE_INDEX = [{ path: 'status' }, { path: 'assigneeUid' }] as const\n\n/**\n * Rows in the order a view should paint them.\n *\n * Firestore sorts `null` before every number, so an ascending order by\n * `dueAtMs` puts the undated tasks at the TOP of \"All open\" — above the one\n * due in an hour. The query stays as it is (the index decides that); the\n * undated rows are moved to the end here, in a stable pass that leaves the\n * dated order the server chose alone.\n */\nexport function orderTaskRows<T extends Pick<CrmTask, 'dueAtMs'>>(\n  rows: readonly T[],\n): T[] {\n  const dated: T[] = []\n  const undated: T[] = []\n  for (const row of rows) {\n    ;(typeof row.dueAtMs === 'number' ? dated : undated).push(row)\n  }\n  return [...dated, ...undated]\n}\n\n/** The MUI palette key a due date is painted with, by its state. */\nexport const TASK_DUE_COLORS: Record<TaskDueState, string> = {\n  overdue: 'error.main',\n  today: 'warning.main',\n  upcoming: 'text.primary',\n  none: 'text.secondary',\n  done: 'text.secondary',\n}\n\n/**\n * The due date as a person reads it: \"Overdue · Tue, Sep 1, 9:00 AM\",\n * \"Today, 3:30 PM\", \"No due date\". The state word comes first because it is\n * the part a reader scans a column for; the timestamp is what they read once\n * a row has their attention.\n */\nexport function describeTaskDue(\n  task: Pick<CrmTask, 'status' | 'dueAtMs'>,\n  nowMs: number,\n  locale?: string,\n): { state: TaskDueState; label: string } {\n  const state = taskDueState(task, nowMs)\n  const dueAtMs = task.dueAtMs\n  if (typeof dueAtMs !== 'number' || !Number.isFinite(dueAtMs)) {\n    return { state, label: 'No due date' }\n  }\n  const due = new Date(dueAtMs)\n  const time = due.toLocaleTimeString(locale, {\n    hour: 'numeric',\n    minute: '2-digit',\n  })\n  switch (state) {\n    case 'today':\n      return { state, label: `Today, ${time}` }\n    case 'overdue':\n      return {\n        state,\n        label: `Overdue · ${due.toLocaleDateString(locale, {\n          weekday: 'short',\n          month: 'short',\n          day: 'numeric',\n        })}, ${time}`,\n      }\n    default:\n      return {\n        state,\n        label: `${due.toLocaleDateString(locale, {\n          weekday: 'short',\n          month: 'short',\n          day: 'numeric',\n        })}, ${time}`,\n      }\n  }\n}\n\n/**\n * `datetime-local` ↔ epoch milliseconds, in the reader's own zone.\n *\n * The input's value is a wall-clock string with no zone; `new Date(string)`\n * reads such a string as LOCAL time, which is what a person typing \"9:00\"\n * into a due-date field means. Built by hand in the other direction because\n * `toISOString()` would render the UTC clock, and a task due at nine would\n * reopen in the drawer at whatever nine is in Greenwich.\n */\nexport function dueAtToLocalInput(ms: number | null | undefined): string {\n  if (typeof ms !== 'number' || !Number.isFinite(ms)) return ''\n  const date = new Date(ms)\n  const pad = (value: number) => String(value).padStart(2, '0')\n  return (\n    `${date.getFullYear()}-${pad(date.getMonth() + 1)}-` +\n    `${pad(date.getDate())}T${pad(date.getHours())}:${pad(date.getMinutes())}`\n  )\n}\n\nexport function localInputToDueAt(value: string): number | null {\n  const text = String(value ?? '').trim()\n  if (!text) return null\n  const ms = new Date(text).getTime()\n  return Number.isFinite(ms) ? ms : null\n}\n\n/**\n * The two snoozes a row and the drawer offer by name (AGL-2619), in the\n * order a person reaches for them; \"Pick a date\" is the third and takes a\n * date rather than an option.\n */\nexport type CrmTaskSnoozeOption = 'tomorrow' | 'nextWeek'\n\nexport const CRM_TASK_SNOOZE_OPTIONS: ReadonlyArray<{\n  id: CrmTaskSnoozeOption\n  label: string\n}> = [\n  { id: 'tomorrow', label: 'Tomorrow' },\n  { id: 'nextWeek', label: 'Next week' },\n]\n\n/** The hour a snoozed task lands on when it had no time of day of its own. */\nexport const CRM_TASK_SNOOZE_DEFAULT_HOUR = 9\n\n/**\n * Where a snoozed task is due next.\n *\n * Counted from NOW, not from the old due date: a task a week overdue\n * snoozed to \"tomorrow\" is due tomorrow, which is what the word means to the\n * person pressing it, and not due six days ago. The time of day is kept —\n * a nine o'clock call stays a nine o'clock call — and a task that had no\n * time lands at {@link CRM_TASK_SNOOZE_DEFAULT_HOUR}, a working hour rather\n * than midnight. Built from the calendar for the reason\n * {@link startOfNextLocalDay} gives.\n */\nexport function snoozeDueAt(\n  option: CrmTaskSnoozeOption,\n  dueAtMs: number | null | undefined,\n  nowMs: number,\n): number {\n  const had = typeof dueAtMs === 'number' && Number.isFinite(dueAtMs) ? new Date(dueAtMs) : null\n  const hours = had ? had.getHours() : CRM_TASK_SNOOZE_DEFAULT_HOUR\n  const minutes = had ? had.getMinutes() : 0\n  const now = new Date(nowMs)\n  const days = option === 'tomorrow' ? 1 : 7\n  return new Date(\n    now.getFullYear(),\n    now.getMonth(),\n    now.getDate() + days,\n    hours,\n    minutes,\n  ).getTime()\n}\n\n/**\n * The record a task hangs off, as a link into the hub — or `null` for a\n * task that is nobody's in particular.\n *\n * One record per task on screen even when the document names more than one:\n * the contact wins, then the deal, then the company, because that is the\n * order of how specific each is about WHO the work is for. All three ids\n * stay on the document for the record pages' own queries.\n */\nexport function taskRecordLink(\n  task: Pick<CrmTask, 'contactId' | 'companyId' | 'dealId'>,\n  routes: CrmRoutes,\n): { kind: 'contact' | 'deal' | 'company'; id: string; href: string } | null {\n  if (task.contactId) {\n    return { kind: 'contact', id: task.contactId, href: routes.contact(task.contactId) }\n  }\n  if (task.dealId) {\n    return { kind: 'deal', id: task.dealId, href: routes.deal(task.dealId) }\n  }\n  if (task.companyId) {\n    return { kind: 'company', id: task.companyId, href: routes.company(task.companyId) }\n  }\n  return 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/task-views.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 CrmTask,\n  type CrmTaskKind,\n  type CrmTaskPriority,\n  type TaskDueState,\n  taskDueState,\n} from '@aglyn/aglyn'\nimport type { ListFilterField } from '@aglyn/shared-util-tools/list-query/list-filter'\nimport type {\n  ListQueryDeclaration,\n  ListQueryFilter,\n  ListQuerySort,\n} from '@aglyn/shared-util-tools/list-query/list-query-plan'\nimport { CRM_LIST_SEARCH, crmSelectField } from './crm-list-query'\nimport type { CrmRoutes } from './crm-routes'\n\n/**\n * The tasks section's views and the query each one is (AGL-2599).\n *\n * Pure: what a view MEANS is written here once, as a plan the hook turns into\n * Firestore constraints and a spec can read back without Firestore. \"Overdue\"\n * and \"today\" are not stored on the task — nothing runs at midnight to stamp\n * them — so each view is a window over `dueAtMs` computed at read time from\n * the reader's own clock, and the same day boundaries {@link taskDueState}\n * paints a row with.\n */\n\nexport type CrmTaskView =\n  | 'mine'\n  | 'overdue'\n  | 'today'\n  | 'upcoming'\n  | 'open'\n  | 'done'\n\nexport const CRM_TASK_VIEWS: ReadonlyArray<{ id: CrmTaskView; label: string }> =\n  [\n    { id: 'mine', label: 'My tasks' },\n    { id: 'overdue', label: 'Overdue' },\n    { id: 'today', label: 'Today' },\n    { id: 'upcoming', label: 'Upcoming' },\n    { id: 'open', label: 'All open' },\n    { id: 'done', label: 'Done' },\n  ]\n\nexport const CRM_TASK_KINDS: readonly CrmTaskKind[] = [\n  'call',\n  'email',\n  'meeting',\n  'todo',\n]\n\nexport const CRM_TASK_KIND_LABELS: Record<CrmTaskKind, string> = {\n  call: 'Call',\n  email: 'Email',\n  meeting: 'Meeting',\n  todo: 'To-do',\n}\n\nexport const CRM_TASK_PRIORITIES: readonly CrmTaskPriority[] = [\n  'low',\n  'normal',\n  'high',\n]\n\nexport const CRM_TASK_PRIORITY_LABELS: Record<CrmTaskPriority, string> = {\n  low: 'Low',\n  normal: 'Normal',\n  high: 'High',\n}\n\n\n/** Midnight at the START of the local calendar day `nowMs` falls in. */\nexport function startOfLocalDay(nowMs: number): number {\n  const date = new Date(nowMs)\n  return new Date(date.getFullYear(), date.getMonth(), date.getDate()).getTime()\n}\n\n/**\n * Midnight at the start of the NEXT local day — built from the calendar\n * rather than by adding 24 hours, because a day that a clock change falls in\n * is 23 or 25 hours long and a task due at 00:30 on that morning belongs to\n * it either way.\n */\nexport function startOfNextLocalDay(nowMs: number): number {\n  const date = new Date(nowMs)\n  return new Date(\n    date.getFullYear(),\n    date.getMonth(),\n    date.getDate() + 1,\n  ).getTime()\n}\n\n/**\n * One view as constraints, in the vocabulary of the `crmTasks` indexes.\n *\n * `assigneeUid` narrows to the reader and rides the\n * `(visibleTo, assigneeUid, status, dueAtMs)` index; every other view rides\n * `(visibleTo, status, dueAtMs)`. `dueFrom` is inclusive and `dueBefore`\n * exclusive so that two adjacent windows share a boundary and no task falls\n * between \"today\" and \"upcoming\". A task with no due date has `dueAtMs:\n * null`, which a range excludes and a bare order sorts first, so it appears\n * in \"My tasks\" and \"All open\" and in none of the dated views.\n */\nexport interface CrmTaskViewPlan {\n  status: 'open' | 'done'\n  assigneeUid?: string\n  dueFrom?: number\n  dueBefore?: number\n  direction: 'asc' | 'desc'\n}\n\nexport function crmTaskViewPlan(\n  view: CrmTaskView,\n  options: { nowMs: number; uid: string | null | undefined },\n): CrmTaskViewPlan {\n  const { nowMs, uid } = options\n  const today = startOfLocalDay(nowMs)\n  const tomorrow = startOfNextLocalDay(nowMs)\n  switch (view) {\n    case 'mine':\n      return { status: 'open', assigneeUid: uid ?? '', direction: 'asc' }\n    case 'overdue':\n      return { status: 'open', dueBefore: today, direction: 'asc' }\n    case 'today':\n      return { status: 'open', dueFrom: today, dueBefore: tomorrow, direction: 'asc' }\n    case 'upcoming':\n      return { status: 'open', dueFrom: tomorrow, direction: 'asc' }\n    case 'open':\n      return { status: 'open', direction: 'asc' }\n    case 'done':\n      // Most recently due first: what was finished lately is what a reader\n      // scrolls the Done view for, and the oldest completed task is the one\n      // nobody comes back to.\n      return { status: 'done', direction: 'desc' }\n  }\n}\n\n/*==========================================\n * THE TASKS LIST'S QUERY (AGL-3321).\n *\n * The view is the query's base — its status, the reader as assignee for\n * \"My tasks\", and the `dueAtMs` window for Overdue, Today and Upcoming —\n * and Kind, Priority, Assignee and the search word are predicates on the\n * same query, paged by it. Every equality rides one `(field, dueAtMs)`\n * composite per direction: ascending for the working views, descending for\n * Done.\n *=========================================*/\n\n/** The orders the list takes: soonest first, and Done's most recently due first. */\nexport const TASK_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'dueAtMs', direction: 'asc' },\n  { path: 'dueAtMs', direction: 'desc' },\n]\n\n/** What the Filters panel may name on a task, besides the view. */\nexport const TASK_LIST_QUERY_FIELDS: readonly ListFilterField[] = [\n  crmSelectField('kind'),\n  crmSelectField('priority'),\n  crmSelectField('assigneeUid'),\n]\n\nexport const TASK_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: TASK_LIST_QUERY_FIELDS,\n  sorts: TASK_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/** The view's own predicates, which the plan takes as its base beside the scope. */\nexport function crmTaskViewBase(plan: CrmTaskViewPlan): ListQueryFilter[] {\n  return [\n    { path: 'status', op: '==', value: plan.status },\n    ...(plan.assigneeUid ? [{ path: 'assigneeUid', op: '==' as const, value: plan.assigneeUid }] : []),\n    ...(plan.dueFrom !== undefined ? [{ path: 'dueAtMs', op: '>=' as const, value: plan.dueFrom }] : []),\n    ...(plan.dueBefore !== undefined ? [{ path: 'dueAtMs', op: '<' as const, value: plan.dueBefore }] : []),\n  ]\n}\n\n/** The base's shape for `listQueryIndexes`: the view's two equalities. */\nexport const TASK_LIST_VIEW_BASE_INDEX = [{ path: 'status' }, { path: 'assigneeUid' }] as const\n\n/**\n * Rows in the order a view should paint them.\n *\n * Firestore sorts `null` before every number, so an ascending order by\n * `dueAtMs` puts the undated tasks at the TOP of \"All open\" — above the one\n * due in an hour. The query stays as it is (the index decides that); the\n * undated rows are moved to the end here, in a stable pass that leaves the\n * dated order the server chose alone.\n */\nexport function orderTaskRows<T extends Pick<CrmTask, 'dueAtMs'>>(\n  rows: readonly T[],\n): T[] {\n  const dated: T[] = []\n  const undated: T[] = []\n  for (const row of rows) {\n    ;(typeof row.dueAtMs === 'number' ? dated : undated).push(row)\n  }\n  return [...dated, ...undated]\n}\n\n/** The MUI palette key a due date is painted with, by its state. */\nexport const TASK_DUE_COLORS: Record<TaskDueState, string> = {\n  overdue: 'error.main',\n  today: 'warning.main',\n  upcoming: 'text.primary',\n  none: 'text.secondary',\n  done: 'text.secondary',\n}\n\n/**\n * The due date as a person reads it: \"Overdue · Tue, Sep 1, 9:00 AM\",\n * \"Today, 3:30 PM\", \"No due date\". The state word comes first because it is\n * the part a reader scans a column for; the timestamp is what they read once\n * a row has their attention.\n */\nexport function describeTaskDue(\n  task: Pick<CrmTask, 'status' | 'dueAtMs'>,\n  nowMs: number,\n  locale?: string,\n): { state: TaskDueState; label: string } {\n  const state = taskDueState(task, nowMs)\n  const dueAtMs = task.dueAtMs\n  if (typeof dueAtMs !== 'number' || !Number.isFinite(dueAtMs)) {\n    return { state, label: 'No due date' }\n  }\n  const due = new Date(dueAtMs)\n  const time = due.toLocaleTimeString(locale, {\n    hour: 'numeric',\n    minute: '2-digit',\n  })\n  switch (state) {\n    case 'today':\n      return { state, label: `Today, ${time}` }\n    case 'overdue':\n      return {\n        state,\n        label: `Overdue · ${due.toLocaleDateString(locale, {\n          weekday: 'short',\n          month: 'short',\n          day: 'numeric',\n        })}, ${time}`,\n      }\n    default:\n      return {\n        state,\n        label: `${due.toLocaleDateString(locale, {\n          weekday: 'short',\n          month: 'short',\n          day: 'numeric',\n        })}, ${time}`,\n      }\n  }\n}\n\n/**\n * `datetime-local` ↔ epoch milliseconds, in the reader's own zone.\n *\n * The input's value is a wall-clock string with no zone; `new Date(string)`\n * reads such a string as LOCAL time, which is what a person typing \"9:00\"\n * into a due-date field means. Built by hand in the other direction because\n * `toISOString()` would render the UTC clock, and a task due at nine would\n * reopen in the drawer at whatever nine is in Greenwich.\n */\nexport function dueAtToLocalInput(ms: number | null | undefined): string {\n  if (typeof ms !== 'number' || !Number.isFinite(ms)) return ''\n  const date = new Date(ms)\n  const pad = (value: number) => String(value).padStart(2, '0')\n  return (\n    `${date.getFullYear()}-${pad(date.getMonth() + 1)}-` +\n    `${pad(date.getDate())}T${pad(date.getHours())}:${pad(date.getMinutes())}`\n  )\n}\n\nexport function localInputToDueAt(value: string): number | null {\n  const text = String(value ?? '').trim()\n  if (!text) return null\n  const ms = new Date(text).getTime()\n  return Number.isFinite(ms) ? ms : null\n}\n\n/**\n * The two snoozes a row and the drawer offer by name (AGL-2619), in the\n * order a person reaches for them; \"Pick a date\" is the third and takes a\n * date rather than an option.\n */\nexport type CrmTaskSnoozeOption = 'tomorrow' | 'nextWeek'\n\nexport const CRM_TASK_SNOOZE_OPTIONS: ReadonlyArray<{\n  id: CrmTaskSnoozeOption\n  label: string\n}> = [\n  { id: 'tomorrow', label: 'Tomorrow' },\n  { id: 'nextWeek', label: 'Next week' },\n]\n\n/** The hour a snoozed task lands on when it had no time of day of its own. */\nexport const CRM_TASK_SNOOZE_DEFAULT_HOUR = 9\n\n/**\n * Where a snoozed task is due next.\n *\n * Counted from NOW, not from the old due date: a task a week overdue\n * snoozed to \"tomorrow\" is due tomorrow, which is what the word means to the\n * person pressing it, and not due six days ago. The time of day is kept —\n * a nine o'clock call stays a nine o'clock call — and a task that had no\n * time lands at {@link CRM_TASK_SNOOZE_DEFAULT_HOUR}, a working hour rather\n * than midnight. Built from the calendar for the reason\n * {@link startOfNextLocalDay} gives.\n */\nexport function snoozeDueAt(\n  option: CrmTaskSnoozeOption,\n  dueAtMs: number | null | undefined,\n  nowMs: number,\n): number {\n  const had = typeof dueAtMs === 'number' && Number.isFinite(dueAtMs) ? new Date(dueAtMs) : null\n  const hours = had ? had.getHours() : CRM_TASK_SNOOZE_DEFAULT_HOUR\n  const minutes = had ? had.getMinutes() : 0\n  const now = new Date(nowMs)\n  const days = option === 'tomorrow' ? 1 : 7\n  return new Date(\n    now.getFullYear(),\n    now.getMonth(),\n    now.getDate() + days,\n    hours,\n    minutes,\n  ).getTime()\n}\n\n/**\n * The record a task hangs off, as a link into the hub — or `null` for a\n * task that is nobody's in particular.\n *\n * One record per task on screen even when the document names more than one:\n * the contact wins, then the deal, then the company, because that is the\n * order of how specific each is about WHO the work is for. All three ids\n * stay on the document for the record pages' own queries.\n */\nexport function taskRecordLink(\n  task: Pick<CrmTask, 'contactId' | 'companyId' | 'dealId'>,\n  routes: CrmRoutes,\n): { kind: 'contact' | 'deal' | 'company'; id: string; href: string } | null {\n  if (task.contactId) {\n    return { kind: 'contact', id: task.contactId, href: routes.contact(task.contactId) }\n  }\n  if (task.dealId) {\n    return { kind: 'deal', id: task.dealId, href: routes.deal(task.dealId) }\n  }\n  if (task.companyId) {\n    return { kind: 'company', id: task.companyId, href: routes.company(task.companyId) }\n  }\n  return null\n}\n"],"names":["taskDueState","CRM_LIST_SEARCH","crmSelectField","CRM_TASK_VIEWS","id","label","CRM_TASK_KINDS","CRM_TASK_KIND_LABELS","call","email","meeting","todo","CRM_TASK_PRIORITIES","CRM_TASK_PRIORITY_LABELS","low","normal","high","startOfLocalDay","nowMs","date","Date","getFullYear","getMonth","getDate","getTime","startOfNextLocalDay","crmTaskViewPlan","view","options","uid","today","tomorrow","status","assigneeUid","direction","dueBefore","dueFrom","TASK_LIST_SORTS","path","TASK_LIST_QUERY_FIELDS","TASK_LIST_DECLARATION","fields","sorts","search","crmTaskViewBase","plan","op","value","undefined","TASK_LIST_VIEW_BASE_INDEX","orderTaskRows","rows","dated","undated","row","dueAtMs","push","TASK_DUE_COLORS","overdue","upcoming","none","done","describeTaskDue","task","locale","state","Number","isFinite","due","time","toLocaleTimeString","hour","minute","toLocaleDateString","weekday","month","day","dueAtToLocalInput","ms","pad","String","padStart","getHours","getMinutes","localInputToDueAt","text","trim","CRM_TASK_SNOOZE_OPTIONS","CRM_TASK_SNOOZE_DEFAULT_HOUR","snoozeDueAt","option","had","hours","minutes","now","days","taskRecordLink","routes","contactId","kind","href","contact","dealId","deal","companyId","company"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAKEA,YAAY,QACP,eAAc;AAOrB,SAASC,eAAe,EAAEC,cAAc,QAAQ,sBAAkB;AAsBlE,OAAO,MAAMC,iBACX;IACE;QAAEC,IAAI;QAAQC,OAAO;IAAW;IAChC;QAAED,IAAI;QAAWC,OAAO;IAAU;IAClC;QAAED,IAAI;QAASC,OAAO;IAAQ;IAC9B;QAAED,IAAI;QAAYC,OAAO;IAAW;IACpC;QAAED,IAAI;QAAQC,OAAO;IAAW;IAChC;QAAED,IAAI;QAAQC,OAAO;IAAO;CAC7B,CAAA;AAEH,OAAO,MAAMC,iBAAyC;IACpD;IACA;IACA;IACA;CACD,CAAA;AAED,OAAO,MAAMC,uBAAoD;IAC/DC,MAAM;IACNC,OAAO;IACPC,SAAS;IACTC,MAAM;AACR,EAAC;AAED,OAAO,MAAMC,sBAAkD;IAC7D;IACA;IACA;CACD,CAAA;AAED,OAAO,MAAMC,2BAA4D;IACvEC,KAAK;IACLC,QAAQ;IACRC,MAAM;AACR,EAAC;AAGD,sEAAsE,GACtE,OAAO,SAASC,gBAAgBC,KAAa;IAC3C,MAAMC,OAAO,IAAIC,KAAKF;IACtB,OAAO,IAAIE,KAAKD,KAAKE,WAAW,IAAIF,KAAKG,QAAQ,IAAIH,KAAKI,OAAO,IAAIC,OAAO;AAC9E;AAEA;;;;;CAKC,GACD,OAAO,SAASC,oBAAoBP,KAAa;IAC/C,MAAMC,OAAO,IAAIC,KAAKF;IACtB,OAAO,IAAIE,KACTD,KAAKE,WAAW,IAChBF,KAAKG,QAAQ,IACbH,KAAKI,OAAO,KAAK,GACjBC,OAAO;AACX;AAqBA,OAAO,SAASE,gBACdC,IAAiB,EACjBC,OAA0D;IAE1D,MAAM,EAAEV,KAAK,EAAEW,GAAG,EAAE,GAAGD;IACvB,MAAME,QAAQb,gBAAgBC;IAC9B,MAAMa,WAAWN,oBAAoBP;IACrC,OAAQS;QACN,KAAK;YACH,OAAO;gBAAEK,QAAQ;gBAAQC,WAAW,EAAEJ,cAAAA,MAAO;gBAAIK,WAAW;YAAM;QACpE,KAAK;YACH,OAAO;gBAAEF,QAAQ;gBAAQG,WAAWL;gBAAOI,WAAW;YAAM;QAC9D,KAAK;YACH,OAAO;gBAAEF,QAAQ;gBAAQI,SAASN;gBAAOK,WAAWJ;gBAAUG,WAAW;YAAM;QACjF,KAAK;YACH,OAAO;gBAAEF,QAAQ;gBAAQI,SAASL;gBAAUG,WAAW;YAAM;QAC/D,KAAK;YACH,OAAO;gBAAEF,QAAQ;gBAAQE,WAAW;YAAM;QAC5C,KAAK;YACH,qEAAqE;YACrE,sEAAsE;YACtE,wBAAwB;YACxB,OAAO;gBAAEF,QAAQ;gBAAQE,WAAW;YAAO;IAC/C;AACF;AAEA;;;;;;;;;2CAS2C,GAE3C,kFAAkF,GAClF,OAAO,MAAMG,kBAA4C;IACvD;QAAEC,MAAM;QAAWJ,WAAW;IAAM;IACpC;QAAEI,MAAM;QAAWJ,WAAW;IAAO;CACtC,CAAA;AAED,iEAAiE,GACjE,OAAO,MAAMK,yBAAqD;IAChErC,eAAe;IACfA,eAAe;IACfA,eAAe;CAChB,CAAA;AAED,OAAO,MAAMsC,wBAA8C;IACzDC,QAAQF;IACRG,OAAOL;IACPM,QAAQ1C;AACV,EAAC;AAED,kFAAkF,GAClF,OAAO,SAAS2C,gBAAgBC,IAAqB;IACnD,OAAO;QACL;YAAEP,MAAM;YAAUQ,IAAI;YAAMC,OAAOF,KAAKb,MAAM;QAAC;WAC3Ca,KAAKZ,WAAW,GAAG;YAAC;gBAAEK,MAAM;gBAAeQ,IAAI;gBAAeC,OAAOF,KAAKZ,WAAW;YAAC;SAAE,GAAG,EAAE;WAC7FY,KAAKT,OAAO,KAAKY,YAAY;YAAC;gBAAEV,MAAM;gBAAWQ,IAAI;gBAAeC,OAAOF,KAAKT,OAAO;YAAC;SAAE,GAAG,EAAE;WAC/FS,KAAKV,SAAS,KAAKa,YAAY;YAAC;gBAAEV,MAAM;gBAAWQ,IAAI;gBAAcC,OAAOF,KAAKV,SAAS;YAAC;SAAE,GAAG,EAAE;KACvG;AACH;AAEA,wEAAwE,GACxE,OAAO,MAAMc,4BAA4B;IAAC;QAAEX,MAAM;IAAS;IAAG;QAAEA,MAAM;IAAc;CAAE,CAAS;AAE/F;;;;;;;;CAQC,GACD,OAAO,SAASY,cACdC,IAAkB;IAElB,MAAMC,QAAa,EAAE;IACrB,MAAMC,UAAe,EAAE;IACvB,KAAK,MAAMC,OAAOH,KAAM;;QACpB,CAAA,OAAOG,IAAIC,OAAO,KAAK,WAAWH,QAAQC,OAAM,EAAGG,IAAI,CAACF;IAC5D;IACA,OAAO;WAAIF;WAAUC;KAAQ;AAC/B;AAEA,kEAAkE,GAClE,OAAO,MAAMI,kBAAgD;IAC3DC,SAAS;IACT5B,OAAO;IACP6B,UAAU;IACVC,MAAM;IACNC,MAAM;AACR,EAAC;AAED;;;;;CAKC,GACD,OAAO,SAASC,gBACdC,IAAyC,EACzC7C,KAAa,EACb8C,MAAe;IAEf,MAAMC,QAAQjE,aAAa+D,MAAM7C;IACjC,MAAMqC,UAAUQ,KAAKR,OAAO;IAC5B,IAAI,OAAOA,YAAY,YAAY,CAACW,OAAOC,QAAQ,CAACZ,UAAU;QAC5D,OAAO;YAAEU;YAAO5D,OAAO;QAAc;IACvC;IACA,MAAM+D,MAAM,IAAIhD,KAAKmC;IACrB,MAAMc,OAAOD,IAAIE,kBAAkB,CAACN,QAAQ;QAC1CO,MAAM;QACNC,QAAQ;IACV;IACA,OAAQP;QACN,KAAK;YACH,OAAO;gBAAEA;gBAAO5D,OAAO,CAAC,OAAO,EAAEgE,MAAM;YAAC;QAC1C,KAAK;YACH,OAAO;gBACLJ;gBACA5D,OAAO,CAAC,UAAU,EAAE+D,IAAIK,kBAAkB,CAACT,QAAQ;oBACjDU,SAAS;oBACTC,OAAO;oBACPC,KAAK;gBACP,GAAG,EAAE,EAAEP,MAAM;YACf;QACF;YACE,OAAO;gBACLJ;gBACA5D,OAAO,GAAG+D,IAAIK,kBAAkB,CAACT,QAAQ;oBACvCU,SAAS;oBACTC,OAAO;oBACPC,KAAK;gBACP,GAAG,EAAE,EAAEP,MAAM;YACf;IACJ;AACF;AAEA;;;;;;;;CAQC,GACD,OAAO,SAASQ,kBAAkBC,EAA6B;IAC7D,IAAI,OAAOA,OAAO,YAAY,CAACZ,OAAOC,QAAQ,CAACW,KAAK,OAAO;IAC3D,MAAM3D,OAAO,IAAIC,KAAK0D;IACtB,MAAMC,MAAM,CAAChC,QAAkBiC,OAAOjC,OAAOkC,QAAQ,CAAC,GAAG;IACzD,OACE,GAAG9D,KAAKE,WAAW,GAAG,CAAC,EAAE0D,IAAI5D,KAAKG,QAAQ,KAAK,GAAG,CAAC,CAAC,GACpD,GAAGyD,IAAI5D,KAAKI,OAAO,IAAI,CAAC,EAAEwD,IAAI5D,KAAK+D,QAAQ,IAAI,CAAC,EAAEH,IAAI5D,KAAKgE,UAAU,KAAK;AAE9E;AAEA,OAAO,SAASC,kBAAkBrC,KAAa;IAC7C,MAAMsC,OAAOL,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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