@aglyn/plugins-crm 1.0.0-beta.232 → 1.0.0-beta.234

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-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 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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/app-utils/crm'\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/**\n * The orders the list takes: soonest first, and Done's most recently due\n * first — the Due header either way — then each header the query can order\n * by (AGL-3680): the title (`titleLower`) and the priority by its rank\n * (`priorityRank`), each stored on every task. Each\n * is `alone`: served with no filter or search on beyond the view, beside the\n * view's base by one `(status, field)`, `(assigneeUid, field)` and\n * `(visibleTo, field)` composite per direction — and under a dated view\n * (Overdue, Today, Upcoming), whose window orders the list by Due, not at\n * all, which the list says. Type and Status (picklists, in the org's\n * order), Assignee and For sort the page.\n */\nexport const TASK_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'dueAtMs', direction: 'asc', column: 'dueAtMs', label: 'Due' },\n  { path: 'dueAtMs', direction: 'desc', column: 'dueAtMs', label: 'Due' },\n  { path: 'titleLower', direction: 'asc', column: 'title', label: 'Task', alone: true },\n  { path: 'titleLower', direction: 'desc', column: 'title', label: 'Task', alone: true },\n  { path: 'priorityRank', direction: 'asc', column: 'priority', label: 'Priority', alone: true },\n  { path: 'priorityRank', direction: 'desc', column: 'priority', label: 'Priority', alone: true },\n]\n\n/** The view's own order: the Due header, the way the view reads it. */\nexport function crmTaskViewSort(plan: Pick<CrmTaskViewPlan, 'direction'>): ListQuerySort {\n  return TASK_LIST_SORTS.find(\n    (sort) => sort.path === 'dueAtMs' && sort.direction === plan.direction,\n  ) as ListQuerySort\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","column","alone","crmTaskViewSort","plan","find","sort","TASK_LIST_QUERY_FIELDS","TASK_LIST_DECLARATION","fields","sorts","search","crmTaskViewBase","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,6BAA4B;AAOnC,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;;;;;;;;;;;CAWC,GACD,OAAO,MAAMG,kBAA4C;IACvD;QAAEC,MAAM;QAAWJ,WAAW;QAAOK,QAAQ;QAAWlC,OAAO;IAAM;IACrE;QAAEiC,MAAM;QAAWJ,WAAW;QAAQK,QAAQ;QAAWlC,OAAO;IAAM;IACtE;QAAEiC,MAAM;QAAcJ,WAAW;QAAOK,QAAQ;QAASlC,OAAO;QAAQmC,OAAO;IAAK;IACpF;QAAEF,MAAM;QAAcJ,WAAW;QAAQK,QAAQ;QAASlC,OAAO;QAAQmC,OAAO;IAAK;IACrF;QAAEF,MAAM;QAAgBJ,WAAW;QAAOK,QAAQ;QAAYlC,OAAO;QAAYmC,OAAO;IAAK;IAC7F;QAAEF,MAAM;QAAgBJ,WAAW;QAAQK,QAAQ;QAAYlC,OAAO;QAAYmC,OAAO;IAAK;CAC/F,CAAA;AAED,qEAAqE,GACrE,OAAO,SAASC,gBAAgBC,IAAwC;IACtE,OAAOL,gBAAgBM,IAAI,CACzB,CAACC,OAASA,KAAKN,IAAI,KAAK,aAAaM,KAAKV,SAAS,KAAKQ,KAAKR,SAAS;AAE1E;AAEA,iEAAiE,GACjE,OAAO,MAAMW,yBAAqD;IAChE3C,eAAe;IACfA,eAAe;IACfA,eAAe;CAChB,CAAA;AAED,OAAO,MAAM4C,wBAA8C;IACzDC,QAAQF;IACRG,OAAOX;IACPY,QAAQhD;AACV,EAAC;AAED,kFAAkF,GAClF,OAAO,SAASiD,gBAAgBR,IAAqB;IACnD,OAAO;QACL;YAAEJ,MAAM;YAAUa,IAAI;YAAMC,OAAOV,KAAKV,MAAM;QAAC;WAC3CU,KAAKT,WAAW,GAAG;YAAC;gBAAEK,MAAM;gBAAea,IAAI;gBAAeC,OAAOV,KAAKT,WAAW;YAAC;SAAE,GAAG,EAAE;WAC7FS,KAAKN,OAAO,KAAKiB,YAAY;YAAC;gBAAEf,MAAM;gBAAWa,IAAI;gBAAeC,OAAOV,KAAKN,OAAO;YAAC;SAAE,GAAG,EAAE;WAC/FM,KAAKP,SAAS,KAAKkB,YAAY;YAAC;gBAAEf,MAAM;gBAAWa,IAAI;gBAAcC,OAAOV,KAAKP,SAAS;YAAC;SAAE,GAAG,EAAE;KACvG;AACH;AAEA,wEAAwE,GACxE,OAAO,MAAMmB,4BAA4B;IAAC;QAAEhB,MAAM;IAAS;IAAG;QAAEA,MAAM;IAAc;CAAE,CAAS;AAE/F;;;;;;;;CAQC,GACD,OAAO,SAASiB,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;IACTjC,OAAO;IACPkC,UAAU;IACVC,MAAM;IACNC,MAAM;AACR,EAAC;AAED;;;;;CAKC,GACD,OAAO,SAASC,gBACdC,IAAyC,EACzClD,KAAa,EACbmD,MAAe;IAEf,MAAMC,QAAQtE,aAAaoE,MAAMlD;IACjC,MAAM0C,UAAUQ,KAAKR,OAAO;IAC5B,IAAI,OAAOA,YAAY,YAAY,CAACW,OAAOC,QAAQ,CAACZ,UAAU;QAC5D,OAAO;YAAEU;YAAOjE,OAAO;QAAc;IACvC;IACA,MAAMoE,MAAM,IAAIrD,KAAKwC;IACrB,MAAMc,OAAOD,IAAIE,kBAAkB,CAACN,QAAQ;QAC1CO,MAAM;QACNC,QAAQ;IACV;IACA,OAAQP;QACN,KAAK;YACH,OAAO;gBAAEA;gBAAOjE,OAAO,CAAC,OAAO,EAAEqE,MAAM;YAAC;QAC1C,KAAK;YACH,OAAO;gBACLJ;gBACAjE,OAAO,CAAC,UAAU,EAAEoE,IAAIK,kBAAkB,CAACT,QAAQ;oBACjDU,SAAS;oBACTC,OAAO;oBACPC,KAAK;gBACP,GAAG,EAAE,EAAEP,MAAM;YACf;QACF;YACE,OAAO;gBACLJ;gBACAjE,OAAO,GAAGoE,IAAIK,kBAAkB,CAACT,QA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package/src/lib/server/email-check.d.ts

@@ -20,7 +20,10 @@
  *
  * Body: `{ hostId, email }`, or `{ orgId, hostId?, email }` at the
  * organization level. Answers `{ ok: true, checked, code, message, gateway,
- * chip }` — see `readAddressDeliverability`.
+ * chip, accountLock }` — see `readAddressDeliverability`, and
+ * `accountLockStateFor` for `accountLock` (AGL-3686): whether the address
+ * belongs to a locked or banned Aglyn account, which only the house
+ * workspace's sites can be told.
  *
  * Two surfaces ask it. A record page draws the gateway chip beside the
  * address: which mail gateway stands in front of it, and what that gateway

package/src/lib/server/email-check.js

@@ -20,7 +20,10 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  *
  * Body: `{ hostId, email }`, or `{ orgId, hostId?, email }` at the
  * organization level. Answers `{ ok: true, checked, code, message, gateway,
- * chip }` — see `readAddressDeliverability`.
+ * chip, accountLock }` — see `readAddressDeliverability`, and
+ * `accountLockStateFor` for `accountLock` (AGL-3686): whether the address
+ * belongs to a locked or banned Aglyn account, which only the house
+ * workspace's sites can be told.
  *
  * Two surfaces ask it. A record page draws the gateway chip beside the
  * address: which mail gateway stands in front of it, and what that gateway
@@ -47,6 +50,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
 import { firebaseAdmin, getOrgForHost, hostSendingIdentity, memberHasOrgPermission, resolveOrgMembership } from "@aglyn/tenant-data-admin";
 // The leaf, so a spec that stands a partial barrel in still reaches it.
 import { readAddressDeliverability } from "@aglyn/tenant-data-admin/server/capture-email-check";
+import { accountLockStateFor } from "@aglyn/tenant-data-admin/server/account-lock-mail";
 import { isRefusedIdToken } from "@aglyn/tenant-data-admin/server/id-token-refusal";
 import { authorizeOrgCaller, readCrmRouteScope } from "./org-caller.js";
 import { crmSuiteRefusal } from "./suite-gate.js";
@@ -174,13 +178,21 @@ export const crmEmailCheckHandler = async (req, res)=>{
             res.status(suite.status).json(suite.body);
             return;
         }
-        const answer = await readAddressDeliverability({
-            email,
-            from: await sendingAddressOf(sendingHostId)
-        });
+        const [answer, accountLock] = await Promise.all([
+            readAddressDeliverability({
+                email,
+                from: await sendingAddressOf(sendingHostId)
+            }),
+            sendingHostId ? accountLockStateFor({
+                hostId: sendingHostId,
+                email
+            }) : null
+        ]);
         res.status(200).json(_extends({
             ok: true
-        }, answer));
+        }, answer, {
+            accountLock
+        }));
     } catch (error) {
         console.error('[crm] email-check failed', scope, error);
         res.status(500).json({

package/src/lib/server/email-check.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/email-check.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * `POST /api/crm/email-check` — what the platform knows about one address\n * before somebody writes to it (AGL-3328).\n *\n * Body: `{ hostId, email }`, or `{ orgId, hostId?, email }` at the\n * organization level. Answers `{ ok: true, checked, code, message, gateway,\n * chip }` — see `readAddressDeliverability`.\n *\n * Two surfaces ask it. A record page draws the gateway chip beside the\n * address: which mail gateway stands in front of it, and what that gateway\n * did with this site's mail this week. The one-to-one composer warns before\n * Send: a domain with no mail server, or a gateway that refused this site's\n * sending domain twice this month and delivered nothing.\n *\n * ## Why a route\n *\n * The answer is DNS and the platform ledger. The browser does neither: the\n * MX cache and the ledger are server-written and closed to members, and a\n * cold domain is looked up here, once, into the cache every organization\n * reads. The ledger is read for the sending domain of the site the mail\n * would leave from — the mounted site, or at the organization level a site\n * of that organization the body names — so a member reads their own\n * sender's standing and never another workspace's.\n *\n * ## Who may ask\n *\n * Whoever may read the site's people: `data.manage`, the key the contacts\n * read rule gates on, reaching the site; at the organization level an\n * org-wide member holding it. Staff pass, as on every CRM route.\n */\n\nimport {\n  type AglynOrgMember,\n  isOrgWideMember,\n  normalizeContactEmail,\n  type PluginApiHandler,\n  type PluginApiRequest,\n} from '@aglyn/aglyn/server'\nimport {\n  firebaseAdmin,\n  getOrgForHost,\n  hostSendingIdentity,\n  memberHasOrgPermission,\n  resolveOrgMembership,\n} from '@aglyn/tenant-data-admin'\n// The leaf, so a spec that stands a partial barrel in still reaches it.\nimport { readAddressDeliverability } from '@aglyn/tenant-data-admin/server/capture-email-check'\nimport { isRefusedIdToken } from '@aglyn/tenant-data-admin/server/id-token-refusal'\nimport { authorizeOrgCaller, readCrmRouteScope } from './org-caller'\nimport { crmSuiteRefusal } from './suite-gate'\n\n/** The route key, as `registerCrmConsoleApi` registers it. */\nexport const CRM_EMAIL_CHECK_ROUTE = 'crm/email-check'\n\ntype Refusal = { ok: false; status: number; error: string }\n\nconst READ_REFUSAL = 'Checking an address requires the data.manage permission on this site'\n\n/** A site-level reader: a verified session reaching the site with `data.manage`. */\nasync function authorizeSiteReader(\n  req: PluginApiRequest,\n  hostId: string,\n): Promise<{ ok: true; orgId: string; org: Record<string, unknown> } | Refusal> {\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ') ? authorization.slice('Bearer '.length) : undefined\n  if (!idToken) return { ok: false, status: 401, error: 'Unauthenticated' }\n  let decoded: { uid: string; staff?: unknown }\n  try {\n    decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n  } catch (error) {\n    if (isRefusedIdToken(error)) return { ok: false, status: 401, error: 'Unauthenticated' }\n    console.error('[crm] email-check could not verify the reader', error)\n    return { ok: false, status: 500, error: 'The sign-in could not be checked. Try again.' }\n  }\n  const resolved = await getOrgForHost(hostId).catch(() => null)\n  if (!resolved) return { ok: false, status: 404, error: 'Unknown site' }\n  if (decoded.staff !== true) {\n    const membership = await resolveOrgMembership(decoded.uid, resolved.orgId).catch(() => null)\n    const member = (membership?.member ?? null) as Partial<AglynOrgMember> | null\n    const reaches = isOrgWideMember(member) || Boolean(member?.hostAccess?.[hostId])\n    const allowed =\n      member && reaches && (await memberHasOrgPermission(resolved.orgId, member, 'data.manage'))\n    if (!allowed) return { ok: false, status: 403, error: READ_REFUSAL }\n  }\n  return { ok: true, orgId: resolved.orgId, org: (resolved.org ?? {}) as Record<string, unknown> }\n}\n\n/**\n * The address mail from `hostId` leaves on, or `null` when the site has no\n * identity in effect — then no ledger is read, and only the MX is.\n */\nasync function sendingAddressOf(hostId: string): Promise<string | null> {\n  if (!hostId) return null\n  const identity = await hostSendingIdentity(hostId).catch(() => null)\n  return identity && !identity.refusal ? (identity.from ?? null) : null\n}\n\nexport const crmEmailCheckHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  const body = (req.body ?? {}) as Record<string, unknown>\n  const scope = readCrmRouteScope(body)\n  if (!scope) {\n    res.status(400).json({ error: 'Missing hostId' })\n    return\n  }\n  const email = normalizeContactEmail(body['email'])\n  if (!email) {\n    res.status(400).json({ error: 'Name the address to check.' })\n    return\n  }\n  try {\n    let sendingHostId = ''\n    let org: Record<string, unknown>\n    if (scope.level === 'org') {\n      const caller = await authorizeOrgCaller(req, scope.orgId, {\n        needs: 'data.manage',\n        refusal: 'Checking an address at the organization level requires the data.manage permission across the whole workspace',\n      })\n      if (caller.ok === false) {\n        res.status(caller.status).json({ error: caller.error })\n        return\n      }\n      org = caller.org as Record<string, unknown>\n      // A site named beside the org is used only when it is the org's own:\n      // its sending domain's ledger is that workspace's standing.\n      if (scope.hostId) {\n        const owner = await getOrgForHost(scope.hostId).catch(() => null)\n        if (owner?.orgId === scope.orgId) sendingHostId = scope.hostId\n      }\n    } else {\n      const reader = await authorizeSiteReader(req, scope.hostId)\n      if (reader.ok === false) {\n        res.status(reader.status).json({ error: reader.error })\n        return\n      }\n      sendingHostId = scope.hostId\n      org = reader.org\n    }\n    // The plan after the reader, as every CRM read asks it (AGL-2851): the\n    // record pages and the composer this serves are the suite's.\n    const suite = crmSuiteRefusal(org, 'Checking an address')\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n    const answer = await readAddressDeliverability({ email, from: await sendingAddressOf(sendingHostId) })\n    res.status(200).json({ ok: true, ...answer })\n  } catch (error) {\n    console.error('[crm] email-check failed', scope, error)\n    res.status(500).json({ error: 'The address could not be checked.' })\n  }\n}\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/email-check.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * `POST /api/crm/email-check` — what the platform knows about one address\n * before somebody writes to it (AGL-3328).\n *\n * Body: `{ hostId, email }`, or `{ orgId, hostId?, email }` at the\n * organization level. Answers `{ ok: true, checked, code, message, gateway,\n * chip, accountLock }` — see `readAddressDeliverability`, and\n * `accountLockStateFor` for `accountLock` (AGL-3686): whether the address\n * belongs to a locked or banned Aglyn account, which only the house\n * workspace's sites can be told.\n *\n * Two surfaces ask it. A record page draws the gateway chip beside the\n * address: which mail gateway stands in front of it, and what that gateway\n * did with this site's mail this week. The one-to-one composer warns before\n * Send: a domain with no mail server, or a gateway that refused this site's\n * sending domain twice this month and delivered nothing.\n *\n * ## Why a route\n *\n * The answer is DNS and the platform ledger. The browser does neither: the\n * MX cache and the ledger are server-written and closed to members, and a\n * cold domain is looked up here, once, into the cache every organization\n * reads. The ledger is read for the sending domain of the site the mail\n * would leave from — the mounted site, or at the organization level a site\n * of that organization the body names — so a member reads their own\n * sender's standing and never another workspace's.\n *\n * ## Who may ask\n *\n * Whoever may read the site's people: `data.manage`, the key the contacts\n * read rule gates on, reaching the site; at the organization level an\n * org-wide member holding it. Staff pass, as on every CRM route.\n */\n\nimport {\n  type AglynOrgMember,\n  isOrgWideMember,\n  normalizeContactEmail,\n  type PluginApiHandler,\n  type PluginApiRequest,\n} from '@aglyn/aglyn/server'\nimport {\n  firebaseAdmin,\n  getOrgForHost,\n  hostSendingIdentity,\n  memberHasOrgPermission,\n  resolveOrgMembership,\n} from '@aglyn/tenant-data-admin'\n// The leaf, so a spec that stands a partial barrel in still reaches it.\nimport { readAddressDeliverability } from '@aglyn/tenant-data-admin/server/capture-email-check'\nimport { accountLockStateFor } from '@aglyn/tenant-data-admin/server/account-lock-mail'\nimport { isRefusedIdToken } from '@aglyn/tenant-data-admin/server/id-token-refusal'\nimport { authorizeOrgCaller, readCrmRouteScope } from './org-caller'\nimport { crmSuiteRefusal } from './suite-gate'\n\n/** The route key, as `registerCrmConsoleApi` registers it. */\nexport const CRM_EMAIL_CHECK_ROUTE = 'crm/email-check'\n\ntype Refusal = { ok: false; status: number; error: string }\n\nconst READ_REFUSAL = 'Checking an address requires the data.manage permission on this site'\n\n/** A site-level reader: a verified session reaching the site with `data.manage`. */\nasync function authorizeSiteReader(\n  req: PluginApiRequest,\n  hostId: string,\n): Promise<{ ok: true; orgId: string; org: Record<string, unknown> } | Refusal> {\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ') ? authorization.slice('Bearer '.length) : undefined\n  if (!idToken) return { ok: false, status: 401, error: 'Unauthenticated' }\n  let decoded: { uid: string; staff?: unknown }\n  try {\n    decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n  } catch (error) {\n    if (isRefusedIdToken(error)) return { ok: false, status: 401, error: 'Unauthenticated' }\n    console.error('[crm] email-check could not verify the reader', error)\n    return { ok: false, status: 500, error: 'The sign-in could not be checked. Try again.' }\n  }\n  const resolved = await getOrgForHost(hostId).catch(() => null)\n  if (!resolved) return { ok: false, status: 404, error: 'Unknown site' }\n  if (decoded.staff !== true) {\n    const membership = await resolveOrgMembership(decoded.uid, resolved.orgId).catch(() => null)\n    const member = (membership?.member ?? null) as Partial<AglynOrgMember> | null\n    const reaches = isOrgWideMember(member) || Boolean(member?.hostAccess?.[hostId])\n    const allowed =\n      member && reaches && (await memberHasOrgPermission(resolved.orgId, member, 'data.manage'))\n    if (!allowed) return { ok: false, status: 403, error: READ_REFUSAL }\n  }\n  return { ok: true, orgId: resolved.orgId, org: (resolved.org ?? {}) as Record<string, unknown> }\n}\n\n/**\n * The address mail from `hostId` leaves on, or `null` when the site has no\n * identity in effect — then no ledger is read, and only the MX is.\n */\nasync function sendingAddressOf(hostId: string): Promise<string | null> {\n  if (!hostId) return null\n  const identity = await hostSendingIdentity(hostId).catch(() => null)\n  return identity && !identity.refusal ? (identity.from ?? null) : null\n}\n\nexport const crmEmailCheckHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  const body = (req.body ?? {}) as Record<string, unknown>\n  const scope = readCrmRouteScope(body)\n  if (!scope) {\n    res.status(400).json({ error: 'Missing hostId' })\n    return\n  }\n  const email = normalizeContactEmail(body['email'])\n  if (!email) {\n    res.status(400).json({ error: 'Name the address to check.' })\n    return\n  }\n  try {\n    let sendingHostId = ''\n    let org: Record<string, unknown>\n    if (scope.level === 'org') {\n      const caller = await authorizeOrgCaller(req, scope.orgId, {\n        needs: 'data.manage',\n        refusal: 'Checking an address at the organization level requires the data.manage permission across the whole workspace',\n      })\n      if (caller.ok === false) {\n        res.status(caller.status).json({ error: caller.error })\n        return\n      }\n      org = caller.org as Record<string, unknown>\n      // A site named beside the org is used only when it is the org's own:\n      // its sending domain's ledger is that workspace's standing.\n      if (scope.hostId) {\n        const owner = await getOrgForHost(scope.hostId).catch(() => null)\n        if (owner?.orgId === scope.orgId) sendingHostId = scope.hostId\n      }\n    } else {\n      const reader = await authorizeSiteReader(req, scope.hostId)\n      if (reader.ok === false) {\n        res.status(reader.status).json({ error: reader.error })\n        return\n      }\n      sendingHostId = scope.hostId\n      org = reader.org\n    }\n    // The plan after the reader, as every CRM read asks it (AGL-2851): the\n    // record pages and the composer this serves are the suite's.\n    const suite = crmSuiteRefusal(org, 'Checking an address')\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n    const [answer, accountLock] = await Promise.all([\n      readAddressDeliverability({ email, from: await sendingAddressOf(sendingHostId) }),\n      sendingHostId ? accountLockStateFor({ hostId: sendingHostId, email }) : null,\n    ])\n    res.status(200).json({ ok: true, ...answer, accountLock })\n  } catch (error) {\n    console.error('[crm] email-check failed', scope, error)\n    res.status(500).json({ error: 'The address could not be checked.' })\n  }\n}\n\nexport default crmEmailCheckHandler\n"],"names":["isOrgWideMember","normalizeContactEmail","firebaseAdmin","getOrgForHost","hostSendingIdentity","memberHasOrgPermission","resolveOrgMembership","readAddressDeliverability","accountLockStateFor","isRefusedIdToken","authorizeOrgCaller","readCrmRouteScope","crmSuiteRefusal","CRM_EMAIL_CHECK_ROUTE","READ_REFUSAL","authorizeSiteReader","req","hostId","resolved","authorization","String","headers","idToken","startsWith","slice","length","undefined","ok","status","error","decoded","app","auth","verifyIdToken","console","catch","staff","member","membership","uid","orgId","reaches","Boolean","hostAccess","allowed","org","sendingAddressOf","identity","refusal","from","crmEmailCheckHandler","res","method","setHeader","json","body","scope","email","sendingHostId","level","caller","needs","owner","reader","suite","answer","accountLock","Promise","all"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAgCC,GAED,SAEEA,eAAe,EACfC,qBAAqB,QAGhB,sBAAqB;AAC5B,SACEC,aAAa,EACbC,aAAa,EACbC,mBAAmB,EACnBC,sBAAsB,EACtBC,oBAAoB,QACf,2BAA0B;AACjC,wEAAwE;AACxE,SAASC,yBAAyB,QAAQ,sDAAqD;AAC/F,SAASC,mBAAmB,QAAQ,oDAAmD;AACvF,SAASC,gBAAgB,QAAQ,mDAAkD;AACnF,SAASC,kBAAkB,EAAEC,iBAAiB,QAAQ,kBAAc;AACpE,SAASC,eAAe,QAAQ,kBAAc;AAE9C,4DAA4D,GAC5D,OAAO,MAAMC,wBAAwB,kBAAiB;AAItD,MAAMC,eAAe;AAErB,kFAAkF,GAClF,eAAeC,oBACbC,GAAqB,EACrBC,MAAc;QAEeD,4BAqBmBE;IArBhD,MAAMC,gBAAgBC,QAAOJ,6BAAAA,IAAIK,OAAO,CAACF,aAAa,YAAzBH,6BAA6B;IAC1D,MAAMM,UAAUH,cAAcI,UAAU,CAAC,aAAaJ,cAAcK,KAAK,CAAC,UAAUC,MAAM,IAAIC;IAC9F,IAAI,CAACJ,SAAS,OAAO;QAAEK,IAAI;QAAOC,QAAQ;QAAKC,OAAO;IAAkB;IACxE,IAAIC;IACJ,IAAI;QACFA,UAAU,MAAM5B,cAAc6B,GAAG,GAAGC,IAAI,GAAGC,aAAa,CAACX;IAC3D,EAAE,OAAOO,OAAO;QACd,IAAIpB,iBAAiBoB,QAAQ,OAAO;YAAEF,IAAI;YAAOC,QAAQ;YAAKC,OAAO;QAAkB;QACvFK,QAAQL,KAAK,CAAC,iDAAiDA;QAC/D,OAAO;YAAEF,IAAI;YAAOC,QAAQ;YAAKC,OAAO;QAA+C;IACzF;IACA,MAAMX,WAAW,MAAMf,cAAcc,QAAQkB,KAAK,CAAC,IAAM;IACzD,IAAI,CAACjB,UAAU,OAAO;QAAES,IAAI;QAAOC,QAAQ;QAAKC,OAAO;IAAe;IACtE,IAAIC,QAAQM,KAAK,KAAK,MAAM;;YAGyBC;QAFnD,MAAMC,aAAa,MAAMhC,qBAAqBwB,QAAQS,GAAG,EAAErB,SAASsB,KAAK,EAAEL,KAAK,CAAC,IAAM;QACvF,MAAME,iBAAUC,8BAAAA,WAAYD,MAAM,mBAAI;QACtC,MAAMI,UAAUzC,gBAAgBqC,WAAWK,QAAQL,2BAAAA,qBAAAA,OAAQM,UAAU,qBAAlBN,kBAAoB,CAACpB,OAAO;QAC/E,MAAM2B,UACJP,UAAUI,WAAY,MAAMpC,uBAAuBa,SAASsB,KAAK,EAAEH,QAAQ;QAC7E,IAAI,CAACO,SAAS,OAAO;YAAEjB,IAAI;YAAOC,QAAQ;YAAKC,OAAOf;QAAa;IACrE;IACA,OAAO;QAAEa,IAAI;QAAMa,OAAOtB,SAASsB,KAAK;QAAEK,GAAG,GAAG3B,gBAAAA,SAAS2B,GAAG,YAAZ3B,gBAAgB,CAAC;IAA8B;AACjG;AAEA;;;CAGC,GACD,eAAe4B,iBAAiB7B,MAAc;QAGJ8B;IAFxC,IAAI,CAAC9B,QAAQ,OAAO;IACpB,MAAM8B,WAAW,MAAM3C,oBAAoBa,QAAQkB,KAAK,CAAC,IAAM;IAC/D,OAAOY,YAAY,CAACA,SAASC,OAAO,IAAID,iBAAAA,SAASE,IAAI,YAAbF,iBAAiB,OAAQ;AACnE;AAEA,OAAO,MAAMG,uBAAyC,OAAOlC,KAAKmC;QAMlDnC;IALd,IAAIA,IAAIoC,MAAM,KAAK,QAAQ;QACzBD,IAAIE,SAAS,CAAC,SAAS;QACvBF,IAAIvB,MAAM,CAAC,KAAK0B,IAAI,CAAC;YAAEzB,OAAO;QAAqB;QACnD;IACF;IACA,MAAM0B,QAAQvC,YAAAA,IAAIuC,IAAI,YAARvC,YAAY,CAAC;IAC3B,MAAMwC,QAAQ7C,kBAAkB4C;IAChC,IAAI,CAACC,OAAO;QACVL,IAAIvB,MAAM,CAAC,KAAK0B,IAAI,CAAC;YAAEzB,OAAO;QAAiB;QAC/C;IACF;IACA,MAAM4B,QAAQxD,sBAAsBsD,IAAI,CAAC,QAAQ;IACjD,IAAI,CAACE,OAAO;QACVN,IAAIvB,MAAM,CAAC,KAAK0B,IAAI,CAAC;YAAEzB,OAAO;QAA6B;QAC3D;IACF;IACA,IAAI;QACF,IAAI6B,gBAAgB;QACpB,IAAIb;QACJ,IAAIW,MAAMG,KAAK,KAAK,OAAO;YACzB,MAAMC,SAAS,MAAMlD,mBAAmBM,KAAKwC,MAAMhB,KAAK,EAAE;gBACxDqB,OAAO;gBACPb,SAAS;YACX;YACA,IAAIY,OAAOjC,EAAE,KAAK,OAAO;gBACvBwB,IAAIvB,MAAM,CAACgC,OAAOhC,MAAM,EAAE0B,IAAI,CAAC;oBAAEzB,OAAO+B,OAAO/B,KAAK;gBAAC;gBACrD;YACF;YACAgB,MAAMe,OAAOf,GAAG;YAChB,qEAAqE;YACrE,4DAA4D;YAC5D,IAAIW,MAAMvC,MAAM,EAAE;gBAChB,MAAM6C,QAAQ,MAAM3D,cAAcqD,MAAMvC,MAAM,EAAEkB,KAAK,CAAC,IAAM;gBAC5D,IAAI2B,CAAAA,yBAAAA,MAAOtB,KAAK,MAAKgB,MAAMhB,KAAK,EAAEkB,gBAAgBF,MAAMvC,MAAM;YAChE;QACF,OAAO;YACL,MAAM8C,SAAS,MAAMhD,oBAAoBC,KAAKwC,MAAMvC,MAAM;YAC1D,IAAI8C,OAAOpC,EAAE,KAAK,OAAO;gBACvBwB,IAAIvB,MAAM,CAACmC,OAAOnC,MAAM,EAAE0B,IAAI,CAAC;oBAAEzB,OAAOkC,OAAOlC,KAAK;gBAAC;gBACrD;YACF;YACA6B,gBAAgBF,MAAMvC,MAAM;YAC5B4B,MAAMkB,OAAOlB,GAAG;QAClB;QACA,uEAAuE;QACvE,6DAA6D;QAC7D,MAAMmB,QAAQpD,gBAAgBiC,KAAK;QACnC,IAAImB,OAAO;YACTb,IAAIvB,MAAM,CAACoC,MAAMpC,MAAM,EAAE0B,IAAI,CAACU,MAAMT,IAAI;YACxC;QACF;QACA,MAAM,CAACU,QAAQC,YAAY,GAAG,MAAMC,QAAQC,GAAG,CAAC;YAC9C7D,0BAA0B;gBAAEkD;gBAAOR,MAAM,MAAMH,iBAAiBY;YAAe;YAC/EA,gBAAgBlD,oBAAoB;gBAAES,QAAQyC;gBAAeD;YAAM,KAAK;SACzE;QACDN,IAAIvB,MAAM,CAAC,KAAK0B,IAAI,CAAC;YAAE3B,IAAI;WAASsC;YAAQC;;IAC9C,EAAE,OAAOrC,OAAO;QACdK,QAAQL,KAAK,CAAC,4BAA4B2B,OAAO3B;QACjDsB,IAAIvB,MAAM,CAAC,KAAK0B,IAAI,CAAC;YAAEzB,OAAO;QAAoC;IACpE;AACF,EAAC;AAED,eAAeqB,qBAAoB"}

package/src/lib/transfer/tasks.js

@@ -297,7 +297,7 @@ const asUpdate = (fields)=>Object.fromEntries(Object.entries(fields).map(([key,
                             written: pickValues(after, changed)
                         };
                     } else {
-                        var _fields_kind, _fields_priority, _fields_status, _get1;
+                        var _fields_kind, _fields_priority, _fields_status, _stored_priority, _get1;
                         const fields = await taskFields(run, values, {}, ctx.actorUid);
                         const kind = (_fields_kind = fields['kind']) != null ? _fields_kind : 'todo';
                         const priority = (_fields_priority = fields['priority']) != null ? _fields_priority : 'normal';
@@ -322,6 +322,7 @@ const asUpdate = (fields)=>Object.fromEntries(Object.entries(fields).map(([key,
                             completedByUid: ctx.actorUid
                         } : {}, stored, scope, crmTaskListFields({
                             title: stored['title'],
+                            priority: (_stored_priority = stored['priority']) != null ? _stored_priority : priority,
                             visibleTo: scope['visibleTo']
                         })));
                         const after = (_get1 = (await readTasks(env, [

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/transfer/tasks.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/*==========================================\n * TASKS ON THE TRANSFER FRAMEWORK (AGL-3528) — the server half of\n * `crm.tasks`.\n *\n * A task's subject, its Type, Priority and Status as the org's lists label\n * them, its due date, its assignee, and the contact, company and deal it is\n * for — each a lookup: a contact by email, a company by domain or name, a\n * deal by its external id or its title. A row matches its task by Aglyn ID\n * or by the external id another product gave it, so a file imported twice\n * updates its tasks rather than doubling them.\n *\n * Written the way the tasks import route wrote them: the importing site's\n * scope stamp, the meaning and the label of each list value together, the\n * list's search keys, and a task marked done stamped with when and by whom.\n *=========================================*/\n\nimport {\n  CRM_COLLECTIONS,\n  CRM_TASK_PICKLIST_IDS,\n  type ContactFieldDefinition,\n  type CrmTaskPicklists,\n  crmTaskLabelsForNew,\n  crmTaskListFields,\n  crmTaskPicklistLabels,\n  resolveCrmSemanticPicklistWrite,\n} from '@aglyn/aglyn/server'\nimport { createResourceUid } from '@aglyn/aglyn/app-utils/create-resource-uid'\nimport {\n  buildTransferPlan,\n  planTransferUndo,\n  TRANSFER_ID_FIELD,\n  transferLookupNewName,\n  type PlannedTransferRow,\n  type TransferRowResult,\n  type TransferUndoEntry,\n  type TransferUndoStep,\n} from '@aglyn/aglyn/data-transfer'\nimport type { TransferRecordsHooks } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources'\nimport { restampCrmListFieldsOf } from '@aglyn/tenant-data-admin'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { readCrmTaskPicklists } from '../server/read-picklist'\nimport { TASK_ALIASES } from './aliases'\nimport {\n  addCrmPicklistValues,\n  countCrmExport,\n  creationScope,\n  crmMemberEmails,\n  crmMembersTarget,\n  crmPicklistLists,\n  crmRecordsRoom,\n  crmTransferEnv,\n  type CrmTransferEnv,\n  eachWithinBudget,\n  failureMessage,\n  isoOf,\n  lookupByField,\n  lookupById,\n  lookupResult,\n  pickValues,\n  plannedValues,\n  readCrmExportPage,\n  requireCrmRecords,\n  requireCrmSuite,\n  requireSite,\n  textOf,\n  TransferEngineError,\n  visibleIn,\n} from './common'\nimport { companyForName } from './companies'\nimport {\n  CRM_MEMBERS_TARGET,\n  CRM_TIMESTAMP_FIELDS,\n  TASK_TRANSFER_DERIVED,\n  TASK_TRANSFER_FIELDS,\n  TASK_TRANSFER_GROUPS,\n} from './fields'\n\nconst SUITE_ACT = 'Importing tasks'\nconst NO_CUSTOM: readonly ContactFieldDefinition[] = []\n\nconst tasksOf = (env: CrmTransferEnv) => env.orgRef.collection(CRM_COLLECTIONS.tasks)\n\n/** Names the export writes in place of the ids a task links by. */\ninterface TaskNames {\n  assignee?: (uid: string) => string | undefined\n  contact?: (id: string) => string | undefined\n  company?: (id: string) => string | undefined\n  deal?: (id: string) => string | undefined\n}\n\n/** One task as values by field id; links by id unless `names` names them. */\nexport function taskTransferValues(\n  id: string,\n  task: Record<string, unknown>,\n  lists: CrmTaskPicklists,\n  names: TaskNames = {},\n): Record<string, unknown> {\n  const text = (value: unknown) => textOf(value) || null\n  const link = (value: unknown, resolve?: (id: string) => string | undefined) => {\n    const linked = text(value)\n    return linked ? (resolve?.(linked) ?? linked) : null\n  }\n  const labels = crmTaskPicklistLabels(task, lists)\n  return {\n    title: text(task['title']),\n    externalId: text(task['externalId']),\n    type: labels.type || null,\n    priority: labels.priority || null,\n    status: labels.status || null,\n    dueAt: isoOf(task['dueAtMs']),\n    completedAt: isoOf(task['completedAtMs']),\n    assignee: link(task['assigneeUid'], names.assignee),\n    contact: link(task['contactId'], names.contact),\n    company: link(task['companyId'], names.company),\n    deal: link(task['dealId'], names.deal),\n    notes: text(task['notes']),\n    createdAt: isoOf(task['createdAt']),\n    updatedAt: isoOf(task['updatedAt']),\n    [TRANSFER_ID_FIELD]: id,\n  }\n}\n\n/** The tasks these ids name, as values. */\nasync function readTasks(env: CrmTransferEnv, ids: readonly string[], lists: CrmTaskPicklists) {\n  const out = new Map<string, Record<string, unknown>>()\n  const wanted = ids.filter((id) => id && !id.includes('/'))\n  for (let at = 0; at < wanted.length; at += 500) {\n    for (const snapshot of await env.firestore.getAll(...wanted.slice(at, at + 500).map((id) => tasksOf(env).doc(id)))) {\n      const data = snapshot.data()\n      if (snapshot.exists && data && visibleIn(env, data['visibleTo'])) out.set(snapshot.id, taskTransferValues(snapshot.id, data, lists))\n    }\n  }\n  return out\n}\n\n/** Reads `field` of each linked record by id, for an export's names. */\nasync function namesOf(\n  env: CrmTransferEnv,\n  collection: string,\n  ids: Iterable<string>,\n  field: (data: Record<string, unknown>) => string,\n): Promise<Map<string, string>> {\n  const out = new Map<string, string>()\n  const wanted = [...new Set(ids)].filter((id) => id && !id.includes('/'))\n  for (let at = 0; at < wanted.length; at += 500) {\n    const refs = wanted.slice(at, at + 500).map((id) => env.orgRef.collection(collection).doc(id))\n    for (const snapshot of await env.firestore.getAll(...refs)) {\n      if (snapshot.exists) out.set(snapshot.id, field(snapshot.data() ?? {}))\n    }\n  }\n  return out\n}\n\n/** Everything one apply call shares. */\ninterface ApplyRun {\n  env: CrmTransferEnv\n  actorUid: string | null\n  lists: CrmTaskPicklists\n  companies: Map<string, Promise<{ id: string; name: string } | null>>\n  admit: () => Promise<boolean>\n}\n\n/** A linked record this site sees, by id, or the refusal naming it. */\nasync function linked(run: ApplyRun, collection: string, value: unknown, what: string): Promise<string | null> {\n  const id = textOf(value)\n  if (!id) return null\n  const snapshot = await run.env.orgRef.collection(collection).doc(id).get()\n  if (!snapshot.exists || !visibleIn(run.env, snapshot.get('visibleTo'))) {\n    throw new TransferEngineError('notFound', 404, `The ${what} this row names no longer exists.`)\n  }\n  return snapshot.id\n}\n\n/** The fields a row's values write, over the task as it stands; `null` clears. */\nasync function taskFields(\n  run: ApplyRun,\n  values: Readonly<Record<string, unknown>>,\n  current: Record<string, unknown>,\n  actorUid: string | null,\n): Promise<Record<string, unknown>> {\n  const fields: Record<string, unknown> = {}\n  if ('title' in values) {\n    const title = textOf(values['title']).slice(0, 200)\n    if (!title) throw new TransferEngineError('invalid', 422, 'A task needs a subject.')\n    fields['title'] = title\n  }\n  if ('externalId' in values) fields['externalId'] = textOf(values['externalId']).slice(0, 200) || null\n  const semantic = [\n    ['type', 'kind', 'typeLabel', CRM_TASK_PICKLIST_IDS.type, run.lists.type],\n    ['priority', 'priority', 'priorityLabel', CRM_TASK_PICKLIST_IDS.priority, run.lists.priority],\n    ['status', 'status', 'statusLabel', CRM_TASK_PICKLIST_IDS.status, run.lists.status],\n  ] as const\n  for (const [fieldId, meaningField, labelField, picklistId, list] of semantic) {\n    if (!(fieldId in values)) continue\n    const write = resolveCrmSemanticPicklistWrite(picklistId, list, values[fieldId], current[labelField])\n    if (!write) continue\n    if (write.ok === false) throw new TransferEngineError('invalid', 422, write.error)\n    fields[meaningField] = write.meaning\n    fields[labelField] = write.label\n  }\n  // Done is a moment: a task the file closes is stamped, one it reopens unstamped.\n  if (fields['status'] !== undefined && fields['status'] !== current['status']) {\n    const done = fields['status'] === 'done'\n    fields['completedAtMs'] = done ? Date.now() : null\n    fields['completedByUid'] = done ? actorUid : null\n  }\n  if ('dueAt' in values) {\n    const ms = values['dueAt'] ? Date.parse(String(values['dueAt'])) : NaN\n    fields['dueAtMs'] = Number.isFinite(ms) ? ms : null\n  }\n  if ('assignee' in values) fields['assigneeUid'] = textOf(values['assignee']) || null\n  if ('contact' in values) fields['contactId'] = await linked(run, 'contacts', values['contact'], 'contact')\n  if ('deal' in values) fields['dealId'] = await linked(run, CRM_COLLECTIONS.deals, values['deal'], 'deal')\n  if ('company' in values) {\n    const create = transferLookupNewName(values['company'])\n    if (create) {\n      const company = await companyForName(run.env, create, run.actorUid, run.companies, run.admit)\n      if (!company) throw new TransferEngineError('invalid', 422, 'The CRM records limit has no room for the company.')\n      fields['companyId'] = company.id\n    } else {\n      fields['companyId'] = await linked(run, CRM_COLLECTIONS.companies, values['company'], 'company')\n    }\n  }\n  if ('notes' in values) fields['notes'] = textOf(values['notes']).slice(0, 4000)\n  return fields\n}\n\nconst asUpdate = (fields: Record<string, unknown>) =>\n  Object.fromEntries(Object.entries(fields).map(([key, value]) => [key, value === null ? FieldValue.delete() : value]))\n\n/** The `crm.tasks` hooks. */\nexport function tasksTransferResource(): TransferRecordsHooks {\n  return {\n    fields: () => ({\n      standard: TASK_TRANSFER_FIELDS,\n      derived: TASK_TRANSFER_DERIVED,\n      system: CRM_TIMESTAMP_FIELDS,\n      groups: TASK_TRANSFER_GROUPS,\n    }),\n    matchKeys: [\n      { fieldId: TRANSFER_ID_FIELD, normalizer: 'aglynId' },\n      { fieldId: 'externalId', normalizer: 'externalId' },\n    ],\n    aliases: TASK_ALIASES,\n    lookupTargets: { [CRM_MEMBERS_TARGET]: crmMembersTarget() },\n\n    async count(ctx, options) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmRecords(env, 'tasks')\n      return countCrmExport(env, tasksOf(env), options, (data) => visibleIn(env, data['visibleTo'], options.scopeTokens))\n    },\n\n    async readPage(ctx, cursor, fieldIds, options) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmRecords(env, 'tasks')\n      const lists = await readCrmTaskPicklists(env.firestore, env.orgId)\n      const emails = fieldIds.includes('assignee') ? await crmMemberEmails(env.orgId) : new Map<string, string>()\n      return readCrmExportPage(\n        env,\n        tasksOf(env),\n        cursor,\n        options,\n        (data) => visibleIn(env, data['visibleTo'], options?.scopeTokens),\n        async (docs) => {\n          const ids = (field: string) => docs.map((doc) => textOf(doc.data[field])).filter(Boolean)\n          const [contacts, companies, deals] = await Promise.all([\n            fieldIds.includes('contact') ? namesOf(env, 'contacts', ids('contactId'), (data) => textOf(data['email'])) : new Map<string, string>(),\n            fieldIds.includes('company') ? namesOf(env, CRM_COLLECTIONS.companies, ids('companyId'), (data) => textOf(data['name'])) : new Map<string, string>(),\n            fieldIds.includes('deal')\n              ? namesOf(env, CRM_COLLECTIONS.deals, ids('dealId'), (data) => textOf(data['externalId']) || textOf(data['title']))\n              : new Map<string, string>(),\n          ])\n          const names: TaskNames = {\n            assignee: (uid) => emails.get(uid),\n            contact: (id) => contacts.get(id) || undefined,\n            company: (id) => companies.get(id) || undefined,\n            deal: (id) => deals.get(id) || undefined,\n          }\n          return docs.map((doc) => pickValues(taskTransferValues(doc.id, doc.data, lists, names), fieldIds))\n        },\n      )\n    },\n\n    async lookup(ctx, requests) {\n      const env = await crmTransferEnv(ctx)\n      const lists = await readCrmTaskPicklists(env.firestore, env.orgId)\n      const visible = (data: Record<string, unknown>) => visibleIn(env, data['visibleTo'])\n      const found = { lookup: new Map<string, string[]>(), docs: new Map<string, Record<string, unknown>>() }\n      for (const request of requests) {\n        if (request.fieldId === TRANSFER_ID_FIELD) await lookupById(env, tasksOf(env), request, visible, found)\n        else if (request.fieldId === 'externalId') {\n          await lookupByField(tasksOf(env), request, 'externalId', (value) => value.trim(), visible, found)\n        }\n      }\n      return lookupResult(found, (id, data) => taskTransferValues(id, data, lists))\n    },\n\n    async picklists(ctx, ids) {\n      return crmPicklistLists(await crmTransferEnv(ctx), ids, NO_CUSTOM)\n    },\n\n    async addPicklistValues(ctx, picklistId, values) {\n      await addCrmPicklistValues(await crmTransferEnv(ctx), picklistId, values)\n    },\n\n    lockedRules: () => [],\n\n    async plan(ctx, input) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmSuite(env, SUITE_ACT)\n      requireSite(env, 'tasks')\n      return buildTransferPlan(input)\n    },\n\n    async apply(ctx, chunk, writer) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmSuite(env, SUITE_ACT)\n      requireSite(env, 'tasks')\n      const run: ApplyRun = {\n        env,\n        actorUid: ctx.actorUid,\n        lists: await readCrmTaskPicklists(env.firestore, env.orgId),\n        companies: new Map(),\n        admit: crmRecordsRoom(env),\n      }\n      const results: TransferRowResult[] = []\n      const undo: TransferUndoEntry[] = []\n      await eachWithinBudget(chunk.rows as PlannedTransferRow[], () => writer.timeLeftMs(), async (row) => {\n        const earlier = await writer.alreadyApplied(row.index)\n        if (earlier) {\n          results.push(earlier)\n          return\n        }\n        const changed = row.diff.map((change) => change.fieldId)\n        let result: TransferRowResult\n        let entry: TransferUndoEntry | undefined\n        try {\n          const values = plannedValues(row)\n          if (row.verdict === 'update' && row.recordId) {\n            const ref = tasksOf(env).doc(row.recordId)\n            const current = (await ref.get()).data()\n            if (!current || !visibleIn(env, current['visibleTo'])) throw new TransferEngineError('notFound', 404, 'That task no longer exists.')\n            const before = taskTransferValues(ref.id, current, run.lists)\n            const fields = await taskFields(run, values, current, ctx.actorUid)\n            await ref.update({\n              ...asUpdate(fields),\n              ...crmTaskListFields({ ...current, ...fields }),\n              updatedAt: FieldValue.serverTimestamp(),\n            })\n            const after = (await readTasks(env, [ref.id], run.lists)).get(ref.id) ?? {}\n            result = { row: row.index, outcome: 'updated', recordId: ref.id }\n            entry = { row: row.index, recordId: ref.id, action: 'updated', previous: pickValues(before, changed), written: pickValues(after, changed) }\n          } else {\n            const fields = await taskFields(run, values, {}, ctx.actorUid)\n            const kind = (fields['kind'] as 'call' | 'email' | 'meeting' | 'todo' | undefined) ?? 'todo'\n            const priority = (fields['priority'] as 'low' | 'normal' | 'high' | undefined) ?? 'normal'\n            const status = (fields['status'] as 'open' | 'done' | undefined) ?? 'open'\n            const labels = crmTaskLabelsForNew(run.lists, { kind, priority, status })\n            const scope = creationScope(env, ctx.actorUid)\n            const stored = Object.fromEntries(Object.entries(fields).filter(([, value]) => value !== null && value !== undefined))\n            const ref = tasksOf(env).doc(createResourceUid())\n            await ref.set({\n              kind,\n              priority,\n              status,\n              ...labels,\n              dueAtMs: null,\n              notes: '',\n              completedAtMs: status === 'done' ? Date.now() : null,\n              ...(status === 'done' && ctx.actorUid ? { completedByUid: ctx.actorUid } : {}),\n              ...stored,\n              ...scope,\n              // What the Tasks list searches by (AGL-3321).\n              ...crmTaskListFields({ title: stored['title'], visibleTo: scope['visibleTo'] }),\n            })\n            const after = (await readTasks(env, [ref.id], run.lists)).get(ref.id) ?? {}\n            result = { row: row.index, outcome: 'created', recordId: ref.id }\n            entry = { row: row.index, recordId: ref.id, action: 'created', written: pickValues(after, changed) }\n          }\n        } catch (error) {\n          result = { row: row.index, outcome: 'failed', ...(row.recordId ? { recordId: row.recordId } : {}), message: failureMessage(error) }\n          entry = undefined\n        }\n        await writer.markApplied(result, entry)\n        results.push(result)\n        if (entry) undo.push(entry)\n      })\n      return { results, undo }\n    },\n\n    async revert(ctx, snapshot, decisions) {\n      const env = await crmTransferEnv(ctx)\n      const run: ApplyRun = {\n        env,\n        actorUid: ctx.actorUid,\n        lists: await readCrmTaskPicklists(env.firestore, env.orgId),\n        companies: new Map(),\n        admit: crmRecordsRoom(env),\n      }\n      const current = await readTasks(env, snapshot.entries.map((entry) => entry.recordId), run.lists)\n      const done: TransferUndoStep[] = []\n      const conflicts: TransferUndoStep[] = []\n      const touched: FirebaseFirestore.DocumentReference[] = []\n      for (const entry of snapshot.entries) {\n        const step = planTransferUndo(entry, current.get(entry.recordId) ?? null)\n        if (step.action === 'conflict' && decisions?.[entry.recordId] !== 'revert') {\n          if (decisions?.[entry.recordId] === 'keep') done.push({ action: 'nothing', recordId: entry.recordId, why: 'alreadyReverted' })\n          else conflicts.push(step)\n          continue\n        }\n        if (step.action === 'nothing') {\n          done.push(step)\n          continue\n        }\n        const ref = tasksOf(env).doc(entry.recordId)\n        if (entry.action === 'created') {\n          await ref.delete()\n          done.push({ action: 'delete', recordId: entry.recordId })\n          continue\n        }\n        const stored = (await ref.get()).data() ?? {}\n        const values = step.action === 'restore' || step.action === 'conflict' ? step.values : {}\n        const fields = await taskFields(run, values, stored, ctx.actorUid)\n        await ref.update({ ...asUpdate(fields), ...crmTaskListFields({ ...stored, ...fields }), updatedAt: FieldValue.serverTimestamp() })\n        touched.push(ref)\n        done.push(step)\n      }\n      if (touched.length) await restampCrmListFieldsOf(touched, 'crmTasks').catch(() => undefined)\n      return { done, conflicts }\n    },\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/transfer/tasks.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/*==========================================\n * TASKS ON THE TRANSFER FRAMEWORK (AGL-3528) — the server half of\n * `crm.tasks`.\n *\n * A task's subject, its Type, Priority and Status as the org's lists label\n * them, its due date, its assignee, and the contact, company and deal it is\n * for — each a lookup: a contact by email, a company by domain or name, a\n * deal by its external id or its title. A row matches its task by Aglyn ID\n * or by the external id another product gave it, so a file imported twice\n * updates its tasks rather than doubling them.\n *\n * Written the way the tasks import route wrote them: the importing site's\n * scope stamp, the meaning and the label of each list value together, the\n * list's search keys, and a task marked done stamped with when and by whom.\n *=========================================*/\n\nimport {\n  CRM_COLLECTIONS,\n  CRM_TASK_PICKLIST_IDS,\n  type ContactFieldDefinition,\n  type CrmTaskPicklists,\n  crmTaskLabelsForNew,\n  crmTaskListFields,\n  crmTaskPicklistLabels,\n  resolveCrmSemanticPicklistWrite,\n} from '@aglyn/aglyn/server'\nimport { createResourceUid } from '@aglyn/aglyn/app-utils/create-resource-uid'\nimport {\n  buildTransferPlan,\n  planTransferUndo,\n  TRANSFER_ID_FIELD,\n  transferLookupNewName,\n  type PlannedTransferRow,\n  type TransferRowResult,\n  type TransferUndoEntry,\n  type TransferUndoStep,\n} from '@aglyn/aglyn/data-transfer'\nimport type { TransferRecordsHooks } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources'\nimport { restampCrmListFieldsOf } from '@aglyn/tenant-data-admin'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { readCrmTaskPicklists } from '../server/read-picklist'\nimport { TASK_ALIASES } from './aliases'\nimport {\n  addCrmPicklistValues,\n  countCrmExport,\n  creationScope,\n  crmMemberEmails,\n  crmMembersTarget,\n  crmPicklistLists,\n  crmRecordsRoom,\n  crmTransferEnv,\n  type CrmTransferEnv,\n  eachWithinBudget,\n  failureMessage,\n  isoOf,\n  lookupByField,\n  lookupById,\n  lookupResult,\n  pickValues,\n  plannedValues,\n  readCrmExportPage,\n  requireCrmRecords,\n  requireCrmSuite,\n  requireSite,\n  textOf,\n  TransferEngineError,\n  visibleIn,\n} from './common'\nimport { companyForName } from './companies'\nimport {\n  CRM_MEMBERS_TARGET,\n  CRM_TIMESTAMP_FIELDS,\n  TASK_TRANSFER_DERIVED,\n  TASK_TRANSFER_FIELDS,\n  TASK_TRANSFER_GROUPS,\n} from './fields'\n\nconst SUITE_ACT = 'Importing tasks'\nconst NO_CUSTOM: readonly ContactFieldDefinition[] = []\n\nconst tasksOf = (env: CrmTransferEnv) => env.orgRef.collection(CRM_COLLECTIONS.tasks)\n\n/** Names the export writes in place of the ids a task links by. */\ninterface TaskNames {\n  assignee?: (uid: string) => string | undefined\n  contact?: (id: string) => string | undefined\n  company?: (id: string) => string | undefined\n  deal?: (id: string) => string | undefined\n}\n\n/** One task as values by field id; links by id unless `names` names them. */\nexport function taskTransferValues(\n  id: string,\n  task: Record<string, unknown>,\n  lists: CrmTaskPicklists,\n  names: TaskNames = {},\n): Record<string, unknown> {\n  const text = (value: unknown) => textOf(value) || null\n  const link = (value: unknown, resolve?: (id: string) => string | undefined) => {\n    const linked = text(value)\n    return linked ? (resolve?.(linked) ?? linked) : null\n  }\n  const labels = crmTaskPicklistLabels(task, lists)\n  return {\n    title: text(task['title']),\n    externalId: text(task['externalId']),\n    type: labels.type || null,\n    priority: labels.priority || null,\n    status: labels.status || null,\n    dueAt: isoOf(task['dueAtMs']),\n    completedAt: isoOf(task['completedAtMs']),\n    assignee: link(task['assigneeUid'], names.assignee),\n    contact: link(task['contactId'], names.contact),\n    company: link(task['companyId'], names.company),\n    deal: link(task['dealId'], names.deal),\n    notes: text(task['notes']),\n    createdAt: isoOf(task['createdAt']),\n    updatedAt: isoOf(task['updatedAt']),\n    [TRANSFER_ID_FIELD]: id,\n  }\n}\n\n/** The tasks these ids name, as values. */\nasync function readTasks(env: CrmTransferEnv, ids: readonly string[], lists: CrmTaskPicklists) {\n  const out = new Map<string, Record<string, unknown>>()\n  const wanted = ids.filter((id) => id && !id.includes('/'))\n  for (let at = 0; at < wanted.length; at += 500) {\n    for (const snapshot of await env.firestore.getAll(...wanted.slice(at, at + 500).map((id) => tasksOf(env).doc(id)))) {\n      const data = snapshot.data()\n      if (snapshot.exists && data && visibleIn(env, data['visibleTo'])) out.set(snapshot.id, taskTransferValues(snapshot.id, data, lists))\n    }\n  }\n  return out\n}\n\n/** Reads `field` of each linked record by id, for an export's names. */\nasync function namesOf(\n  env: CrmTransferEnv,\n  collection: string,\n  ids: Iterable<string>,\n  field: (data: Record<string, unknown>) => string,\n): Promise<Map<string, string>> {\n  const out = new Map<string, string>()\n  const wanted = [...new Set(ids)].filter((id) => id && !id.includes('/'))\n  for (let at = 0; at < wanted.length; at += 500) {\n    const refs = wanted.slice(at, at + 500).map((id) => env.orgRef.collection(collection).doc(id))\n    for (const snapshot of await env.firestore.getAll(...refs)) {\n      if (snapshot.exists) out.set(snapshot.id, field(snapshot.data() ?? {}))\n    }\n  }\n  return out\n}\n\n/** Everything one apply call shares. */\ninterface ApplyRun {\n  env: CrmTransferEnv\n  actorUid: string | null\n  lists: CrmTaskPicklists\n  companies: Map<string, Promise<{ id: string; name: string } | null>>\n  admit: () => Promise<boolean>\n}\n\n/** A linked record this site sees, by id, or the refusal naming it. */\nasync function linked(run: ApplyRun, collection: string, value: unknown, what: string): Promise<string | null> {\n  const id = textOf(value)\n  if (!id) return null\n  const snapshot = await run.env.orgRef.collection(collection).doc(id).get()\n  if (!snapshot.exists || !visibleIn(run.env, snapshot.get('visibleTo'))) {\n    throw new TransferEngineError('notFound', 404, `The ${what} this row names no longer exists.`)\n  }\n  return snapshot.id\n}\n\n/** The fields a row's values write, over the task as it stands; `null` clears. */\nasync function taskFields(\n  run: ApplyRun,\n  values: Readonly<Record<string, unknown>>,\n  current: Record<string, unknown>,\n  actorUid: string | null,\n): Promise<Record<string, unknown>> {\n  const fields: Record<string, unknown> = {}\n  if ('title' in values) {\n    const title = textOf(values['title']).slice(0, 200)\n    if (!title) throw new TransferEngineError('invalid', 422, 'A task needs a subject.')\n    fields['title'] = title\n  }\n  if ('externalId' in values) fields['externalId'] = textOf(values['externalId']).slice(0, 200) || null\n  const semantic = [\n    ['type', 'kind', 'typeLabel', CRM_TASK_PICKLIST_IDS.type, run.lists.type],\n    ['priority', 'priority', 'priorityLabel', CRM_TASK_PICKLIST_IDS.priority, run.lists.priority],\n    ['status', 'status', 'statusLabel', CRM_TASK_PICKLIST_IDS.status, run.lists.status],\n  ] as const\n  for (const [fieldId, meaningField, labelField, picklistId, list] of semantic) {\n    if (!(fieldId in values)) continue\n    const write = resolveCrmSemanticPicklistWrite(picklistId, list, values[fieldId], current[labelField])\n    if (!write) continue\n    if (write.ok === false) throw new TransferEngineError('invalid', 422, write.error)\n    fields[meaningField] = write.meaning\n    fields[labelField] = write.label\n  }\n  // Done is a moment: a task the file closes is stamped, one it reopens unstamped.\n  if (fields['status'] !== undefined && fields['status'] !== current['status']) {\n    const done = fields['status'] === 'done'\n    fields['completedAtMs'] = done ? Date.now() : null\n    fields['completedByUid'] = done ? actorUid : null\n  }\n  if ('dueAt' in values) {\n    const ms = values['dueAt'] ? Date.parse(String(values['dueAt'])) : NaN\n    fields['dueAtMs'] = Number.isFinite(ms) ? ms : null\n  }\n  if ('assignee' in values) fields['assigneeUid'] = textOf(values['assignee']) || null\n  if ('contact' in values) fields['contactId'] = await linked(run, 'contacts', values['contact'], 'contact')\n  if ('deal' in values) fields['dealId'] = await linked(run, CRM_COLLECTIONS.deals, values['deal'], 'deal')\n  if ('company' in values) {\n    const create = transferLookupNewName(values['company'])\n    if (create) {\n      const company = await companyForName(run.env, create, run.actorUid, run.companies, run.admit)\n      if (!company) throw new TransferEngineError('invalid', 422, 'The CRM records limit has no room for the company.')\n      fields['companyId'] = company.id\n    } else {\n      fields['companyId'] = await linked(run, CRM_COLLECTIONS.companies, values['company'], 'company')\n    }\n  }\n  if ('notes' in values) fields['notes'] = textOf(values['notes']).slice(0, 4000)\n  return fields\n}\n\nconst asUpdate = (fields: Record<string, unknown>) =>\n  Object.fromEntries(Object.entries(fields).map(([key, value]) => [key, value === null ? FieldValue.delete() : value]))\n\n/** The `crm.tasks` hooks. */\nexport function tasksTransferResource(): TransferRecordsHooks {\n  return {\n    fields: () => ({\n      standard: TASK_TRANSFER_FIELDS,\n      derived: TASK_TRANSFER_DERIVED,\n      system: CRM_TIMESTAMP_FIELDS,\n      groups: TASK_TRANSFER_GROUPS,\n    }),\n    matchKeys: [\n      { fieldId: TRANSFER_ID_FIELD, normalizer: 'aglynId' },\n      { fieldId: 'externalId', normalizer: 'externalId' },\n    ],\n    aliases: TASK_ALIASES,\n    lookupTargets: { [CRM_MEMBERS_TARGET]: crmMembersTarget() },\n\n    async count(ctx, options) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmRecords(env, 'tasks')\n      return countCrmExport(env, tasksOf(env), options, (data) => visibleIn(env, data['visibleTo'], options.scopeTokens))\n    },\n\n    async readPage(ctx, cursor, fieldIds, options) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmRecords(env, 'tasks')\n      const lists = await readCrmTaskPicklists(env.firestore, env.orgId)\n      const emails = fieldIds.includes('assignee') ? await crmMemberEmails(env.orgId) : new Map<string, string>()\n      return readCrmExportPage(\n        env,\n        tasksOf(env),\n        cursor,\n        options,\n        (data) => visibleIn(env, data['visibleTo'], options?.scopeTokens),\n        async (docs) => {\n          const ids = (field: string) => docs.map((doc) => textOf(doc.data[field])).filter(Boolean)\n          const [contacts, companies, deals] = await Promise.all([\n            fieldIds.includes('contact') ? namesOf(env, 'contacts', ids('contactId'), (data) => textOf(data['email'])) : new Map<string, string>(),\n            fieldIds.includes('company') ? namesOf(env, CRM_COLLECTIONS.companies, ids('companyId'), (data) => textOf(data['name'])) : new Map<string, string>(),\n            fieldIds.includes('deal')\n              ? namesOf(env, CRM_COLLECTIONS.deals, ids('dealId'), (data) => textOf(data['externalId']) || textOf(data['title']))\n              : new Map<string, string>(),\n          ])\n          const names: TaskNames = {\n            assignee: (uid) => emails.get(uid),\n            contact: (id) => contacts.get(id) || undefined,\n            company: (id) => companies.get(id) || undefined,\n            deal: (id) => deals.get(id) || undefined,\n          }\n          return docs.map((doc) => pickValues(taskTransferValues(doc.id, doc.data, lists, names), fieldIds))\n        },\n      )\n    },\n\n    async lookup(ctx, requests) {\n      const env = await crmTransferEnv(ctx)\n      const lists = await readCrmTaskPicklists(env.firestore, env.orgId)\n      const visible = (data: Record<string, unknown>) => visibleIn(env, data['visibleTo'])\n      const found = { lookup: new Map<string, string[]>(), docs: new Map<string, Record<string, unknown>>() }\n      for (const request of requests) {\n        if (request.fieldId === TRANSFER_ID_FIELD) await lookupById(env, tasksOf(env), request, visible, found)\n        else if (request.fieldId === 'externalId') {\n          await lookupByField(tasksOf(env), request, 'externalId', (value) => value.trim(), visible, found)\n        }\n      }\n      return lookupResult(found, (id, data) => taskTransferValues(id, data, lists))\n    },\n\n    async picklists(ctx, ids) {\n      return crmPicklistLists(await crmTransferEnv(ctx), ids, NO_CUSTOM)\n    },\n\n    async addPicklistValues(ctx, picklistId, values) {\n      await addCrmPicklistValues(await crmTransferEnv(ctx), picklistId, values)\n    },\n\n    lockedRules: () => [],\n\n    async plan(ctx, input) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmSuite(env, SUITE_ACT)\n      requireSite(env, 'tasks')\n      return buildTransferPlan(input)\n    },\n\n    async apply(ctx, chunk, writer) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmSuite(env, SUITE_ACT)\n      requireSite(env, 'tasks')\n      const run: ApplyRun = {\n        env,\n        actorUid: ctx.actorUid,\n        lists: await readCrmTaskPicklists(env.firestore, env.orgId),\n        companies: new Map(),\n        admit: crmRecordsRoom(env),\n      }\n      const results: TransferRowResult[] = []\n      const undo: TransferUndoEntry[] = []\n      await eachWithinBudget(chunk.rows as PlannedTransferRow[], () => writer.timeLeftMs(), async (row) => {\n        const earlier = await writer.alreadyApplied(row.index)\n        if (earlier) {\n          results.push(earlier)\n          return\n        }\n        const changed = row.diff.map((change) => change.fieldId)\n        let result: TransferRowResult\n        let entry: TransferUndoEntry | undefined\n        try {\n          const values = plannedValues(row)\n          if (row.verdict === 'update' && row.recordId) {\n            const ref = tasksOf(env).doc(row.recordId)\n            const current = (await ref.get()).data()\n            if (!current || !visibleIn(env, current['visibleTo'])) throw new TransferEngineError('notFound', 404, 'That task no longer exists.')\n            const before = taskTransferValues(ref.id, current, run.lists)\n            const fields = await taskFields(run, values, current, ctx.actorUid)\n            await ref.update({\n              ...asUpdate(fields),\n              ...crmTaskListFields({ ...current, ...fields }),\n              updatedAt: FieldValue.serverTimestamp(),\n            })\n            const after = (await readTasks(env, [ref.id], run.lists)).get(ref.id) ?? {}\n            result = { row: row.index, outcome: 'updated', recordId: ref.id }\n            entry = { row: row.index, recordId: ref.id, action: 'updated', previous: pickValues(before, changed), written: pickValues(after, changed) }\n          } else {\n            const fields = await taskFields(run, values, {}, ctx.actorUid)\n            const kind = (fields['kind'] as 'call' | 'email' | 'meeting' | 'todo' | undefined) ?? 'todo'\n            const priority = (fields['priority'] as 'low' | 'normal' | 'high' | undefined) ?? 'normal'\n            const status = (fields['status'] as 'open' | 'done' | undefined) ?? 'open'\n            const labels = crmTaskLabelsForNew(run.lists, { kind, priority, status })\n            const scope = creationScope(env, ctx.actorUid)\n            const stored = Object.fromEntries(Object.entries(fields).filter(([, value]) => value !== null && value !== undefined))\n            const ref = tasksOf(env).doc(createResourceUid())\n            await ref.set({\n              kind,\n              priority,\n              status,\n              ...labels,\n              dueAtMs: null,\n              notes: '',\n              completedAtMs: status === 'done' ? Date.now() : null,\n              ...(status === 'done' && ctx.actorUid ? { completedByUid: ctx.actorUid } : {}),\n              ...stored,\n              ...scope,\n              // What the Tasks list searches and sorts by (AGL-3321, AGL-3680).\n              ...crmTaskListFields({\n                title: stored['title'],\n                priority: stored['priority'] ?? priority,\n                visibleTo: scope['visibleTo'],\n              }),\n            })\n            const after = (await readTasks(env, [ref.id], run.lists)).get(ref.id) ?? {}\n            result = { row: row.index, outcome: 'created', recordId: ref.id }\n            entry = { row: row.index, recordId: ref.id, action: 'created', written: pickValues(after, changed) }\n          }\n        } catch (error) {\n          result = { row: row.index, outcome: 'failed', ...(row.recordId ? { recordId: row.recordId } : {}), message: failureMessage(error) }\n          entry = undefined\n        }\n        await writer.markApplied(result, entry)\n        results.push(result)\n        if (entry) undo.push(entry)\n      })\n      return { results, undo }\n    },\n\n    async revert(ctx, snapshot, decisions) {\n      const env = await crmTransferEnv(ctx)\n      const run: ApplyRun = {\n        env,\n        actorUid: ctx.actorUid,\n        lists: await readCrmTaskPicklists(env.firestore, env.orgId),\n        companies: new Map(),\n        admit: crmRecordsRoom(env),\n      }\n      const current = await readTasks(env, snapshot.entries.map((entry) => entry.recordId), run.lists)\n      const done: TransferUndoStep[] = []\n      const conflicts: TransferUndoStep[] = []\n      const touched: FirebaseFirestore.DocumentReference[] = []\n      for (const entry of snapshot.entries) {\n        const step = planTransferUndo(entry, current.get(entry.recordId) ?? null)\n        if (step.action === 'conflict' && decisions?.[entry.recordId] !== 'revert') {\n          if (decisions?.[entry.recordId] === 'keep') done.push({ action: 'nothing', recordId: entry.recordId, why: 'alreadyReverted' })\n          else conflicts.push(step)\n          continue\n        }\n        if (step.action === 'nothing') {\n          done.push(step)\n          continue\n        }\n        const ref = tasksOf(env).doc(entry.recordId)\n        if (entry.action === 'created') {\n          await ref.delete()\n          done.push({ action: 'delete', recordId: entry.recordId })\n          continue\n        }\n        const stored = (await ref.get()).data() ?? {}\n        const values = step.action === 'restore' || step.action === 'conflict' ? step.values : {}\n        const fields = await taskFields(run, values, stored, ctx.actorUid)\n        await ref.update({ ...asUpdate(fields), ...crmTaskListFields({ ...stored, ...fields }), updatedAt: FieldValue.serverTimestamp() })\n        touched.push(ref)\n        done.push(step)\n      }\n      if (touched.length) await restampCrmListFieldsOf(touched, 'crmTasks').catch(() => undefined)\n      return { done, conflicts }\n    },\n  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