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

package/src/lib/model/lead-filters.d.ts

@@ -19,7 +19,7 @@ import { type EmailStateStatus } from '@aglyn/aglyn/app-utils/email-state';
 import type { CrmViewFilterClause } from '@aglyn/aglyn/app-utils/crm';
 import type { ListFilterField, ListFilterRequest } from '@aglyn/shared-util-tools/list-query/list-filter';
 import { type ListGridFilterCodec } from '@aglyn/shared-util-tools/list-query/list-filter-codecs';
-import type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-util-tools/list-query/list-query-plan';
+import type { ListQueryDeclaration, ListQueryFilter, ListQuerySort } from '@aglyn/shared-util-tools/list-query/list-query-plan';
 import { type CrmClauseAsked } from './crm-list-query';
 /**
  * What the Leads section's `Show` control offers (AGL-2608): the two
@@ -106,7 +106,18 @@ export declare const LEAD_CAMPAIGN_CODEC: ListGridFilterCodec;
 export declare const LEAD_SOURCE_CODEC: ListGridFilterCodec;
 /** The Leads fields whose stored clauses translate their own way. */
 export declare const LEAD_FILTER_CODECS: Readonly<Record<string, ListGridFilterCodec>>;
-/** The one order the Leads list takes: newest seen first. */
+/**
+ * The Leads list's orders: newest seen first, then each header the query can
+ * order by (AGL-3680) — Last seen the other way, the lead's name or address
+ * (`nameSortKey`), its company and title (`companyLower`, `jobTitleLower`)
+ * and its address verdict (`emailStatus`), each stored on every lead. Each
+ * is `alone`: served with no filter or search on beyond the Status the list
+ * always asks (`leadStatusBase`), by one `(visibleTo, field)` and one
+ * `(status, field)` composite per direction. The other columns — Status and
+ * Lead source, Industry and Rating in the org's picklist order, the owner's
+ * and campaigns' names, the sites, sources, tags and custom values — sort
+ * the page.
+ */
 export declare const LEAD_LIST_SORTS: readonly ListQuerySort[];
 /** The fields the Leads query asks — each a stored field, as named. */
 export declare const LEAD_QUERY_FIELDS: readonly ListFilterField[];
@@ -142,6 +153,12 @@ export interface LeadQueryReader {
  * a stored view that names a retired choice says so.
  */
 export declare function leadQueryClause(clause: CrmViewFilterClause | ListFilterRequest, reader?: LeadQueryReader): CrmClauseAsked;
+/** The asked Status clause as the base predicate it stands for, or none. */
+export declare function leadStatusBase(clause: ListFilterRequest | undefined): ListQueryFilter[];
+/** The base's shape for `listQueryIndexes`: the status equality. */
+export declare const LEAD_LIST_STATUS_BASE_INDEX: readonly [{
+    readonly path: "status";
+}];
 /**
  * The query shape the Leads list can send beyond its own declaration, for
  * the index pin (AGL-3321): a collaborator's address prefix beside the

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

@@ -309,10 +309,86 @@ const STATUS_ALL = {
  * array clauses, so the two do not stand together (nor under a site, where
  * the scope clause is the query's one array clause, save the search, which
  * folds into it for a reader who may drop it).
- *=========================================*/ /** The one order the Leads list takes: newest seen first. */ export const LEAD_LIST_SORTS = [
+ *=========================================*/ /**
+ * The Leads list's orders: newest seen first, then each header the query can
+ * order by (AGL-3680) — Last seen the other way, the lead's name or address
+ * (`nameSortKey`), its company and title (`companyLower`, `jobTitleLower`)
+ * and its address verdict (`emailStatus`), each stored on every lead. Each
+ * is `alone`: served with no filter or search on beyond the Status the list
+ * always asks (`leadStatusBase`), by one `(visibleTo, field)` and one
+ * `(status, field)` composite per direction. The other columns — Status and
+ * Lead source, Industry and Rating in the org's picklist order, the owner's
+ * and campaigns' names, the sites, sources, tags and custom values — sort
+ * the page.
+ */ export const LEAD_LIST_SORTS = [
     {
         path: 'lastSeenAtMs',
-        direction: 'desc'
+        direction: 'desc',
+        column: 'lastSeenAtMs',
+        label: 'Last seen'
+    },
+    {
+        path: 'lastSeenAtMs',
+        direction: 'asc',
+        column: 'lastSeenAtMs',
+        label: 'Last seen',
+        alone: true
+    },
+    {
+        path: 'nameSortKey',
+        direction: 'asc',
+        column: 'name',
+        label: 'Lead',
+        alone: true
+    },
+    {
+        path: 'nameSortKey',
+        direction: 'desc',
+        column: 'name',
+        label: 'Lead',
+        alone: true
+    },
+    {
+        path: 'companyLower',
+        direction: 'asc',
+        column: 'company',
+        label: 'Company',
+        alone: true
+    },
+    {
+        path: 'companyLower',
+        direction: 'desc',
+        column: 'company',
+        label: 'Company',
+        alone: true
+    },
+    {
+        path: 'jobTitleLower',
+        direction: 'asc',
+        column: 'jobTitle',
+        label: 'Title',
+        alone: true
+    },
+    {
+        path: 'jobTitleLower',
+        direction: 'desc',
+        column: 'jobTitle',
+        label: 'Title',
+        alone: true
+    },
+    {
+        path: 'emailStatus',
+        direction: 'asc',
+        column: 'emailState',
+        label: 'Email',
+        alone: true
+    },
+    {
+        path: 'emailStatus',
+        direction: 'desc',
+        column: 'emailState',
+        label: 'Email',
+        alone: true
     }
 ];
 /** The fields the Leads query asks — each a stored field, as named. */ export const LEAD_QUERY_FIELDS = [
@@ -477,6 +553,40 @@ const ORG_READER = {
             };
     }
 }
+/*------------------------------------------
+ * THE STATUS IS THE LIST'S BASE (AGL-3680).
+ *
+ * The Leads list always asks a Status — Open unless the reader picks
+ * another, or All — so a header order served only with no filter on (an
+ * `alone` order) would never be served. The Status clause is therefore put
+ * on the query as part of its BASE, beside the scope clause, the way a task
+ * view's status is: an `alone` order pairs with it through one
+ * `(status, field)` composite, and every other clause still counts as a
+ * filter. The clause stays the reader's — the chip, the view and the
+ * refusals read it as they always did.
+ *-----------------------------------------*/ /** The asked Status clause as the base predicate it stands for, or none. */ export function leadStatusBase(clause) {
+    if (!clause || clause.field !== 'status') return [];
+    const values = crmClauseValues(clause);
+    if (!values.length) return [];
+    return values.length === 1 ? [
+        {
+            path: 'status',
+            op: '==',
+            value: values[0]
+        }
+    ] : [
+        {
+            path: 'status',
+            op: 'in',
+            value: values
+        }
+    ];
+}
+/** The base's shape for `listQueryIndexes`: the status equality. */ export const LEAD_LIST_STATUS_BASE_INDEX = [
+    {
+        path: 'status'
+    }
+];
 /**
  * The query shape the Leads list can send beyond its own declaration, for
  * the index pin (AGL-3321): a collaborator's address prefix beside the

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-filters.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_OPEN_STATUSES,\n  CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n  CRM_LEAD_SOURCE_DIRECTION_FIELD,\n  CRM_LEAD_STATUSES,\n  type CrmLeadStatus,\n  type CrmPicklist,\n  crmLeadSourceKey,\n  crmPicklistKey,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { EMAIL_STATE_LABELS, EMAIL_STATE_STATUSES, type EmailStateStatus } from '@aglyn/aglyn/app-utils/email-state'\nimport type { CrmViewFilterClause } from '@aglyn/aglyn/app-utils/crm'\nimport { SCOPED_SEARCH_JOIN } from '@aglyn/aglyn/app-utils/name-search'\nimport type { ListFilterField, ListFilterRequest } from '@aglyn/shared-util-tools/list-query/list-filter'\nimport { type ListGridFilterCodec, listSelectCodec } from '@aglyn/shared-util-tools/list-query/list-filter-codecs'\nimport type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-util-tools/list-query/list-query-plan'\nimport {\n  CRM_LIST_SEARCH,\n  type CrmClauseAsked,\n  crmAnyOf,\n  crmClauseValues,\n  crmSelectField,\n} from './crm-list-query'\nimport {\n  isLeadSourceDirection,\n  LEAD_SOURCE_DIRECTION_LABELS,\n  LEAD_SOURCE_DIRECTIONS,\n} from './lead-source-direction'\n\n/**\n * What the Leads section's `Show` control offers (AGL-2608): the two\n * aggregate views and each status on its own. `open` is the default — the\n * list opens on the work — asked of the query as\n * `status in [new, nurturing, working]`,\n * which every lead answers because every lead writer stores a status, `new`\n * for one nobody has touched (`crmLeadListFields`, AGL-3321).\n */\nexport type LeadFilter = 'open' | 'all' | CrmLeadStatus\n\nexport const LEAD_FILTERS: readonly LeadFilter[] = [\n  'open',\n  'new',\n  'nurturing',\n  'working',\n  'qualified',\n  'unqualified',\n  'all',\n]\n\nexport const LEAD_FILTER_LABELS: Record<LeadFilter, string> = {\n  open: 'Open',\n  all: 'All',\n  new: CRM_LEAD_STATUS_LABELS.new,\n  nurturing: CRM_LEAD_STATUS_LABELS.nurturing,\n  working: CRM_LEAD_STATUS_LABELS.working,\n  qualified: CRM_LEAD_STATUS_LABELS.qualified,\n  unqualified: CRM_LEAD_STATUS_LABELS.unqualified,\n}\n\n/**\n * The Leads section's `Email` control (AGL-3245): every lead, the ones a\n * member must not email — any verdict but `ok` — the ones nothing has been\n * said about, or one verdict on its own. Beside `Show`, not inside it: a\n * bounce does not move a lead out of Open, and a queue of bounced leads is\n * a queue of people to reach some other way.\n */\nexport type LeadEmailFilter = 'any' | 'problem' | 'none' | EmailStateStatus\n\nexport const LEAD_EMAIL_FILTERS: readonly LeadEmailFilter[] = [\n  'any',\n  'problem',\n  ...EMAIL_STATE_STATUSES,\n  'none',\n]\n\nexport const LEAD_EMAIL_FILTER_LABELS: Record<LeadEmailFilter, string> = {\n  any: 'Any',\n  problem: 'Cannot be emailed',\n  none: 'Nothing known',\n  ...EMAIL_STATE_LABELS,\n}\n\n/**\n * The `Lead source` control's \"no lead source\" choice (AGL-3298). Held in\n * the saved view as an `isEmpty` clause, never as this string; it is only\n * the select's own value for the choice.\n */\nexport const LEAD_SOURCE_FILTER_NONE = '\\u0000none'\n\n/*==========================================\n * THE LEADS GRID'S FILTERS (AGL-3313).\n *\n * The Show, Email, Campaign and Lead source dropdowns became columns of the\n * grid's own Filters panel. Their clauses keep the shape the dropdowns\n * stored, so every saved view of leads reads as it did:\n *\n *   status       `equals <filter>`; none at all is Open, `all` is every lead\n *   emailState   `equals <filter>`\n *   campaignIds  `contains <campaign id>`\n *   leadSource   `equals <label>`, or `isEmpty` for the leads holding none\n *   leadSourceDirection   `equals inbound|outbound` (AGL-3511): every lead\n *                whose lead source is a value of that group\n *   industry, rating   `equals <key>` (AGL-3513): a value of the org's\n *                Industry or Rating list, by the key the query compares\n *\n * Every one is asked of the Leads query (AGL-3321) through the field a\n * writer stores for it — see {@link leadQueryClause}.\n *=========================================*/\n\n/** The fields the grid's panel offers on Leads. */\nexport const LEAD_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'status', kind: 'exact', path: 'status', operators: ['equals', 'isAnyOf'] },\n  { column: 'emailState', kind: 'exact', path: 'emailState', operators: ['equals', 'isAnyOf'] },\n  { column: 'ownerUid', kind: 'exact', path: 'ownerUid', operators: ['equals', 'isAnyOf'] },\n  { column: 'leadSource', kind: 'exact', path: 'leadSource', operators: ['equals', 'isAnyOf'] },\n  {\n    column: 'leadSourceDirection',\n    kind: 'exact',\n    path: 'leadSourceDirection',\n    operators: ['equals', 'isAnyOf'],\n  },\n  { column: 'campaignIds', kind: 'exact', path: 'campaignIds', operators: ['equals'] },\n  // Salesforce's Industry and Rating (AGL-3513), the lists companies keep.\n  { column: 'industry', kind: 'exact', path: 'industry', operators: ['equals', 'isAnyOf'] },\n  { column: 'rating', kind: 'exact', path: 'rating', operators: ['equals', 'isAnyOf'] },\n]\n\n/**\n * The lead picklist columns the list filters by (AGL-3513), each with the\n * list its choices come from: a choice's value is the KEY the query\n * compares, its caption the label.\n */\nexport const LEAD_PICKLIST_FILTERS = [\n  { column: 'industry', picklistId: 'industry', header: 'Industry' },\n  { column: 'rating', picklistId: 'rating', header: 'Rating' },\n] as const\n\n/** What each filter field reads as on a chip. */\nexport const LEAD_LIST_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  status: 'Status',\n  emailState: 'Email',\n  ownerUid: 'Owner',\n  leadSource: 'Lead source',\n  leadSourceDirection: 'Lead source direction',\n  campaignIds: 'Campaign',\n  industry: 'Industry',\n  rating: 'Rating',\n}\n\n/** The choices for Status: Open (new, nurturing or working) and each status on its own. */\nexport const LEAD_STATUS_FILTER_OPTIONS = LEAD_FILTERS.filter(\n  (option) => option !== 'all',\n).map((option) => ({\n  value: option,\n  label: option === 'open' ? 'Open (new, nurturing or working)' : LEAD_FILTER_LABELS[option],\n}))\n\n/** The choices for Email: every verdict, plus the two aggregates. */\nexport const LEAD_EMAIL_FILTER_OPTIONS = LEAD_EMAIL_FILTERS.filter(\n  (option) => option !== 'any',\n).map((option) => ({ value: option, label: LEAD_EMAIL_FILTER_LABELS[option] }))\n\n/** The choices for Lead source direction: each group of the Lead source picklist. */\nexport const LEAD_SOURCE_DIRECTION_FILTER_OPTIONS = LEAD_SOURCE_DIRECTIONS.map((direction) => ({\n  value: direction,\n  label: LEAD_SOURCE_DIRECTION_LABELS[direction],\n}))\n\n/**\n * The Status choices as an org reads them (AGL-3512): still one choice per\n * MEANING — the query asks `status` — each named by the org's values of that\n * meaning, so a list that keeps \"Contacted\" and \"Meeting set\" as Working\n * reads \"Working: Contacted, Meeting set\".\n */\nexport function leadStatusFilterOptions(\n  picklist: CrmPicklist,\n): Array<{ value: string; label: string }> {\n  const named = (status: CrmLeadStatus): string => {\n    const labels = picklist.values\n      .filter((value) => value.meaning === status && value.active)\n      .map((value) => value.label)\n    const meaning = picklistMeaningName(status)\n    if (!labels.length) return meaning\n    if (labels.length === 1 && labels[0] === meaning) return meaning\n    return `${meaning}: ${labels.join(', ')}`\n  }\n  return LEAD_FILTERS.filter((option) => option !== 'all').map((option) => ({\n    value: option,\n    label: option === 'open' ? 'Open (new, nurturing or working)' : named(option),\n  }))\n}\n\nconst picklistMeaningName = (status: CrmLeadStatus): string => CRM_LEAD_STATUS_LABELS[status]\n\nconst STATUS_OPEN: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'open' }\nconst STATUS_ALL: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'all' }\n\n/**\n * The clauses the grid shows for a view's stored ones. A stored list with\n * no status clause is Open, which the list opened on before views existed,\n * so it is shown as the clause it means; `status equals all` is every lead\n * and so no clause at all.\n */\nexport function leadClausesForGrid(\n  stored: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = stored.find((clause) => clause.field === 'status')\n  if (!status) return [STATUS_OPEN, ...stored]\n  if (status.op === 'equals' && status.value === 'all') {\n    return stored.filter((clause) => clause.field !== 'status')\n  }\n  return [...stored]\n}\n\n/** The inverse of {@link leadClausesForGrid}: what the view stores. */\nexport function leadClausesToStore(\n  shown: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = shown.find((clause) => clause.field === 'status')\n  if (!status) return [...shown, STATUS_ALL]\n  if (status.op === 'equals' && status.value === 'open') {\n    return shown.filter((clause) => clause.field !== 'status')\n  }\n  return [...shown]\n}\n\n/** Campaign clauses were stored as `contains`; the panel's select says `is`. */\nexport const LEAD_CAMPAIGN_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'contains' || clause.op === 'equals'\n      ? { operator: 'is', value: clause.value }\n      : null,\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    return clause && clause.op === 'equals' ? { ...clause, op: 'contains' } : null\n  },\n}\n\n/** \"No lead source\" is an `isEmpty` clause, shown as a choice of the select. */\nexport const LEAD_SOURCE_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'isEmpty'\n      ? { operator: 'is', value: LEAD_SOURCE_FILTER_NONE }\n      : listSelectCodec.toItem(clause),\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    if (clause?.op === 'equals' && clause.value === LEAD_SOURCE_FILTER_NONE) {\n      return { field: clause.field, op: 'isEmpty', value: '' }\n    }\n    return clause\n  },\n}\n\n/** The Leads fields whose stored clauses translate their own way. */\nexport const LEAD_FILTER_CODECS: Readonly<Record<string, ListGridFilterCodec>> = {\n  campaignIds: LEAD_CAMPAIGN_CODEC,\n  leadSource: LEAD_SOURCE_CODEC,\n}\n\n/*==========================================\n * THE LEADS QUERY (AGL-3321).\n *\n * `orgs/{orgId}/leads`, newest seen first, under a site narrowed by the\n * `visibleTo` scope clause. Each grid clause is asked through a field every\n * lead writer stores (`crmLeadListFields` in `@aglyn/aglyn`):\n *\n *   status       `status`, stored `new` on a lead nobody has touched, so\n *                Open is `status in [new, nurturing, working]`\n *   emailState   `emailStatus`, the verdict's status or `none`; \"Cannot be\n *                emailed\" is every verdict but `ok`\n *   leadSource   `leadSourceKey`, the label as the picklist compares it, or\n *                `null` for none\n *   leadSourceDirection   `leadSourceDirection` (AGL-3577), the group of\n *                the lead's value in the org's list, stamped by the writers\n *                from that list and rewritten on every lead holding a value\n *                the list regroups — so one equality asks a group however\n *                many values it holds\n *   ownerUid     as stored\n *   industry, rating   `industryKey`, `ratingKey` (AGL-3513), each label\n *                as the picklist compares it\n *   campaignIds  `array-contains` on the lead's own campaigns; under a site,\n *                `scopedCampaignIds` — the campaign behind each of the\n *                site's scope tokens — which stands in the scope clause's\n *                place, so the one array clause answers both\n *\n * and the search box reads `searchTokens` — word prefixes of the name,\n * address, company, title and tags. Every equality rides one\n * `(field, lastSeenAtMs DESC)` composite; the campaign and the search are\n * array clauses, so the two do not stand together (nor under a site, where\n * the scope clause is the query's one array clause, save the search, which\n * folds into it for a reader who may drop it).\n *=========================================*/\n\n/** The one order the Leads list takes: newest seen first. */\nexport const LEAD_LIST_SORTS: readonly ListQuerySort[] = [{ path: 'lastSeenAtMs', direction: 'desc' }]\n\n/** The fields the Leads query asks — each a stored field, as named. */\nexport const LEAD_QUERY_FIELDS: readonly ListFilterField[] = [\n  crmSelectField('status'),\n  crmSelectField('emailStatus'),\n  crmSelectField('ownerUid'),\n  {\n    column: 'leadSourceKey',\n    kind: 'exact',\n    path: 'leadSourceKey',\n    presence: 'nullable',\n    operators: ['equals', 'isAnyOf', 'isEmpty'],\n  },\n  {\n    column: 'campaignIds',\n    kind: 'exact',\n    path: 'campaignIds',\n    tokensPath: 'campaignIds',\n    operators: ['contains'],\n  },\n  // The lead source's group (AGL-3577), as stamped on the lead.\n  crmSelectField(CRM_LEAD_SOURCE_DIRECTION_FIELD),\n  // Industry and Rating (AGL-3513), by the key each writer stores.\n  crmSelectField('industryKey'),\n  crmSelectField('ratingKey'),\n  {\n    // A campaign under a site: the lead's campaigns behind its scope.\n    column: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    kind: 'exact',\n    path: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    tokensPath: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    operators: ['isAnyOf'],\n  },\n]\n\nexport const LEAD_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: LEAD_QUERY_FIELDS,\n  sorts: LEAD_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the address, beside the scope clause — the `(visibleTo, email)`\n * composite the Inbox's leads list reads too.\n */\nexport const LEAD_PREFIX_SEARCH = {\n  field: {\n    column: 'email',\n    kind: 'text',\n    path: 'email',\n    lowerPath: 'email',\n    presence: 'always',\n    operators: ['startsWith'],\n  } satisfies ListFilterField,\n  notice: 'Search matches the start of a lead’s address for access limited to specific sites.',\n}\n\n/** Whether an asked clause stands in for the scope clause: a campaign behind the site's scope. */\nexport const leadClauseImpliesScope = (clause: ListFilterRequest): boolean =>\n  clause.field === CRM_LEAD_SCOPED_CAMPAIGNS_FIELD\n\n/** The verdicts a member must not email to: every one but `ok`. */\nconst EMAIL_PROBLEMS = EMAIL_STATE_STATUSES.filter((status) => status !== 'ok')\n\n/** Who is asking, for the one clause whose shape depends on it: the Campaign. */\nexport interface LeadQueryReader {\n  /** The site's scope tokens, or `null` at the organization level. */\n  scopeTokens: readonly string[] | null\n  /** Whether the reader may run a query without the scope clause (`useCrmFoldsScope`). */\n  foldsScope: boolean\n}\n\nconst ORG_READER: LeadQueryReader = { scopeTokens: null, foldsScope: true }\n\n/**\n * One grid clause as the clause the Leads query asks — see the block above.\n * A value the list does not know is refused by name rather than dropped, so\n * a stored view that names a retired choice says so.\n */\nexport function leadQueryClause(\n  clause: CrmViewFilterClause | ListFilterRequest,\n  reader: LeadQueryReader = ORG_READER,\n): CrmClauseAsked {\n  const values = crmClauseValues(clause)\n  switch (clause.field) {\n    case 'status': {\n      const statuses: string[] = []\n      for (const value of values) {\n        if (value === 'open') statuses.push(...CRM_LEAD_OPEN_STATUSES)\n        else if ((CRM_LEAD_STATUSES as readonly string[]).includes(value)) statuses.push(value)\n        else return { refused: `${value} is not a lead status` }\n      }\n      return crmAnyOf('status', statuses)\n    }\n    case 'emailState': {\n      const keys: string[] = []\n      for (const value of values) {\n        if (value === 'problem') keys.push(...EMAIL_PROBLEMS)\n        else if (value === 'none') keys.push('none')\n        else if ((EMAIL_STATE_STATUSES as readonly string[]).includes(value)) keys.push(value)\n        else return { refused: `${value} is not an email verdict` }\n      }\n      return crmAnyOf('emailStatus', keys)\n    }\n    case 'leadSource': {\n      if (clause.op === 'isEmpty' || (values.length === 1 && values[0] === LEAD_SOURCE_FILTER_NONE)) {\n        return { field: 'leadSourceKey', op: 'isEmpty', value: '' }\n      }\n      if (values.includes(LEAD_SOURCE_FILTER_NONE)) {\n        return { refused: '\"No lead source\" cannot be picked beside a value' }\n      }\n      const keys = values.map((value) => crmLeadSourceKey(value)).filter((key): key is string => Boolean(key))\n      return crmAnyOf('leadSourceKey', keys)\n    }\n    case 'leadSourceDirection': {\n      for (const value of values) {\n        if (!isLeadSourceDirection(value)) return { refused: `${value} is not a lead source direction` }\n      }\n      return crmAnyOf(CRM_LEAD_SOURCE_DIRECTION_FIELD, values)\n    }\n    case 'ownerUid':\n      return crmAnyOf('ownerUid', values)\n    case 'industry':\n    case 'rating': {\n      // A choice is the key; a label typed into a stored view keys the same way.\n      const keys = values.map((value) => crmPicklistKey(value)).filter((key): key is string => Boolean(key))\n      return crmAnyOf(clause.field === 'industry' ? 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ListQueryDeclaration[] {\n  const equalities = LEAD_QUERY_FIELDS.filter((field) => !field.tokensPath)\n  return [{ fields: [LEAD_PREFIX_SEARCH.field, ...equalities], sorts: [] 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-filters.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_OPEN_STATUSES,\n  CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n  CRM_LEAD_SOURCE_DIRECTION_FIELD,\n  CRM_LEAD_STATUSES,\n  type CrmLeadStatus,\n  type CrmPicklist,\n  crmLeadSourceKey,\n  crmPicklistKey,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { EMAIL_STATE_LABELS, EMAIL_STATE_STATUSES, type EmailStateStatus } from '@aglyn/aglyn/app-utils/email-state'\nimport type { CrmViewFilterClause } from '@aglyn/aglyn/app-utils/crm'\nimport { SCOPED_SEARCH_JOIN } from '@aglyn/aglyn/app-utils/name-search'\nimport type { ListFilterField, ListFilterRequest } from '@aglyn/shared-util-tools/list-query/list-filter'\nimport { type ListGridFilterCodec, listSelectCodec } from '@aglyn/shared-util-tools/list-query/list-filter-codecs'\nimport type {\n  ListQueryDeclaration,\n  ListQueryFilter,\n  ListQuerySort,\n} from '@aglyn/shared-util-tools/list-query/list-query-plan'\nimport {\n  CRM_LIST_SEARCH,\n  type CrmClauseAsked,\n  crmAnyOf,\n  crmClauseValues,\n  crmSelectField,\n} from './crm-list-query'\nimport {\n  isLeadSourceDirection,\n  LEAD_SOURCE_DIRECTION_LABELS,\n  LEAD_SOURCE_DIRECTIONS,\n} from './lead-source-direction'\n\n/**\n * What the Leads section's `Show` control offers (AGL-2608): the two\n * aggregate views and each status on its own. `open` is the default — the\n * list opens on the work — asked of the query as\n * `status in [new, nurturing, working]`,\n * which every lead answers because every lead writer stores a status, `new`\n * for one nobody has touched (`crmLeadListFields`, AGL-3321).\n */\nexport type LeadFilter = 'open' | 'all' | CrmLeadStatus\n\nexport const LEAD_FILTERS: readonly LeadFilter[] = [\n  'open',\n  'new',\n  'nurturing',\n  'working',\n  'qualified',\n  'unqualified',\n  'all',\n]\n\nexport const LEAD_FILTER_LABELS: Record<LeadFilter, string> = {\n  open: 'Open',\n  all: 'All',\n  new: CRM_LEAD_STATUS_LABELS.new,\n  nurturing: CRM_LEAD_STATUS_LABELS.nurturing,\n  working: CRM_LEAD_STATUS_LABELS.working,\n  qualified: CRM_LEAD_STATUS_LABELS.qualified,\n  unqualified: CRM_LEAD_STATUS_LABELS.unqualified,\n}\n\n/**\n * The Leads section's `Email` control (AGL-3245): every lead, the ones a\n * member must not email — any verdict but `ok` — the ones nothing has been\n * said about, or one verdict on its own. Beside `Show`, not inside it: a\n * bounce does not move a lead out of Open, and a queue of bounced leads is\n * a queue of people to reach some other way.\n */\nexport type LeadEmailFilter = 'any' | 'problem' | 'none' | EmailStateStatus\n\nexport const LEAD_EMAIL_FILTERS: readonly LeadEmailFilter[] = [\n  'any',\n  'problem',\n  ...EMAIL_STATE_STATUSES,\n  'none',\n]\n\nexport const LEAD_EMAIL_FILTER_LABELS: Record<LeadEmailFilter, string> = {\n  any: 'Any',\n  problem: 'Cannot be emailed',\n  none: 'Nothing known',\n  ...EMAIL_STATE_LABELS,\n}\n\n/**\n * The `Lead source` control's \"no lead source\" choice (AGL-3298). Held in\n * the saved view as an `isEmpty` clause, never as this string; it is only\n * the select's own value for the choice.\n */\nexport const LEAD_SOURCE_FILTER_NONE = '\\u0000none'\n\n/*==========================================\n * THE LEADS GRID'S FILTERS (AGL-3313).\n *\n * The Show, Email, Campaign and Lead source dropdowns became columns of the\n * grid's own Filters panel. Their clauses keep the shape the dropdowns\n * stored, so every saved view of leads reads as it did:\n *\n *   status       `equals <filter>`; none at all is Open, `all` is every lead\n *   emailState   `equals <filter>`\n *   campaignIds  `contains <campaign id>`\n *   leadSource   `equals <label>`, or `isEmpty` for the leads holding none\n *   leadSourceDirection   `equals inbound|outbound` (AGL-3511): every lead\n *                whose lead source is a value of that group\n *   industry, rating   `equals <key>` (AGL-3513): a value of the org's\n *                Industry or Rating list, by the key the query compares\n *\n * Every one is asked of the Leads query (AGL-3321) through the field a\n * writer stores for it — see {@link leadQueryClause}.\n *=========================================*/\n\n/** The fields the grid's panel offers on Leads. */\nexport const LEAD_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'status', kind: 'exact', path: 'status', operators: ['equals', 'isAnyOf'] },\n  { column: 'emailState', kind: 'exact', path: 'emailState', operators: ['equals', 'isAnyOf'] },\n  { column: 'ownerUid', kind: 'exact', path: 'ownerUid', operators: ['equals', 'isAnyOf'] },\n  { column: 'leadSource', kind: 'exact', path: 'leadSource', operators: ['equals', 'isAnyOf'] },\n  {\n    column: 'leadSourceDirection',\n    kind: 'exact',\n    path: 'leadSourceDirection',\n    operators: ['equals', 'isAnyOf'],\n  },\n  { column: 'campaignIds', kind: 'exact', path: 'campaignIds', operators: ['equals'] },\n  // Salesforce's Industry and Rating (AGL-3513), the lists companies keep.\n  { column: 'industry', kind: 'exact', path: 'industry', operators: ['equals', 'isAnyOf'] },\n  { column: 'rating', kind: 'exact', path: 'rating', operators: ['equals', 'isAnyOf'] },\n]\n\n/**\n * The lead picklist columns the list filters by (AGL-3513), each with the\n * list its choices come from: a choice's value is the KEY the query\n * compares, its caption the label.\n */\nexport const LEAD_PICKLIST_FILTERS = [\n  { column: 'industry', picklistId: 'industry', header: 'Industry' },\n  { column: 'rating', picklistId: 'rating', header: 'Rating' },\n] as const\n\n/** What each filter field reads as on a chip. */\nexport const LEAD_LIST_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  status: 'Status',\n  emailState: 'Email',\n  ownerUid: 'Owner',\n  leadSource: 'Lead source',\n  leadSourceDirection: 'Lead source direction',\n  campaignIds: 'Campaign',\n  industry: 'Industry',\n  rating: 'Rating',\n}\n\n/** The choices for Status: Open (new, nurturing or working) and each status on its own. */\nexport const LEAD_STATUS_FILTER_OPTIONS = LEAD_FILTERS.filter(\n  (option) => option !== 'all',\n).map((option) => ({\n  value: option,\n  label: option === 'open' ? 'Open (new, nurturing or working)' : LEAD_FILTER_LABELS[option],\n}))\n\n/** The choices for Email: every verdict, plus the two aggregates. */\nexport const LEAD_EMAIL_FILTER_OPTIONS = LEAD_EMAIL_FILTERS.filter(\n  (option) => option !== 'any',\n).map((option) => ({ value: option, label: LEAD_EMAIL_FILTER_LABELS[option] }))\n\n/** The choices for Lead source direction: each group of the Lead source picklist. */\nexport const LEAD_SOURCE_DIRECTION_FILTER_OPTIONS = LEAD_SOURCE_DIRECTIONS.map((direction) => ({\n  value: direction,\n  label: LEAD_SOURCE_DIRECTION_LABELS[direction],\n}))\n\n/**\n * The Status choices as an org reads them (AGL-3512): still one choice per\n * MEANING — the query asks `status` — each named by the org's values of that\n * meaning, so a list that keeps \"Contacted\" and \"Meeting set\" as Working\n * reads \"Working: Contacted, Meeting set\".\n */\nexport function leadStatusFilterOptions(\n  picklist: CrmPicklist,\n): Array<{ value: string; label: string }> {\n  const named = (status: CrmLeadStatus): string => {\n    const labels = picklist.values\n      .filter((value) => value.meaning === status && value.active)\n      .map((value) => value.label)\n    const meaning = picklistMeaningName(status)\n    if (!labels.length) return meaning\n    if (labels.length === 1 && labels[0] === meaning) return meaning\n    return `${meaning}: ${labels.join(', ')}`\n  }\n  return LEAD_FILTERS.filter((option) => option !== 'all').map((option) => ({\n    value: option,\n    label: option === 'open' ? 'Open (new, nurturing or working)' : named(option),\n  }))\n}\n\nconst picklistMeaningName = (status: CrmLeadStatus): string => CRM_LEAD_STATUS_LABELS[status]\n\nconst STATUS_OPEN: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'open' }\nconst STATUS_ALL: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'all' }\n\n/**\n * The clauses the grid shows for a view's stored ones. A stored list with\n * no status clause is Open, which the list opened on before views existed,\n * so it is shown as the clause it means; `status equals all` is every lead\n * and so no clause at all.\n */\nexport function leadClausesForGrid(\n  stored: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = stored.find((clause) => clause.field === 'status')\n  if (!status) return [STATUS_OPEN, ...stored]\n  if (status.op === 'equals' && status.value === 'all') {\n    return stored.filter((clause) => clause.field !== 'status')\n  }\n  return [...stored]\n}\n\n/** The inverse of {@link leadClausesForGrid}: what the view stores. */\nexport function leadClausesToStore(\n  shown: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = shown.find((clause) => clause.field === 'status')\n  if (!status) return [...shown, STATUS_ALL]\n  if (status.op === 'equals' && status.value === 'open') {\n    return shown.filter((clause) => clause.field !== 'status')\n  }\n  return [...shown]\n}\n\n/** Campaign clauses were stored as `contains`; the panel's select says `is`. */\nexport const LEAD_CAMPAIGN_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'contains' || clause.op === 'equals'\n      ? { operator: 'is', value: clause.value }\n      : null,\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    return clause && clause.op === 'equals' ? { ...clause, op: 'contains' } : null\n  },\n}\n\n/** \"No lead source\" is an `isEmpty` clause, shown as a choice of the select. */\nexport const LEAD_SOURCE_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'isEmpty'\n      ? { operator: 'is', value: LEAD_SOURCE_FILTER_NONE }\n      : listSelectCodec.toItem(clause),\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    if (clause?.op === 'equals' && clause.value === LEAD_SOURCE_FILTER_NONE) {\n      return { field: clause.field, op: 'isEmpty', value: '' }\n    }\n    return clause\n  },\n}\n\n/** The Leads fields whose stored clauses translate their own way. */\nexport const LEAD_FILTER_CODECS: Readonly<Record<string, ListGridFilterCodec>> = {\n  campaignIds: LEAD_CAMPAIGN_CODEC,\n  leadSource: LEAD_SOURCE_CODEC,\n}\n\n/*==========================================\n * THE LEADS QUERY (AGL-3321).\n *\n * `orgs/{orgId}/leads`, newest seen first, under a site narrowed by the\n * `visibleTo` scope clause. Each grid clause is asked through a field every\n * lead writer stores (`crmLeadListFields` in `@aglyn/aglyn`):\n *\n *   status       `status`, stored `new` on a lead nobody has touched, so\n *                Open is `status in [new, nurturing, working]`\n *   emailState   `emailStatus`, the verdict's status or `none`; \"Cannot be\n *                emailed\" is every verdict but `ok`\n *   leadSource   `leadSourceKey`, the label as the picklist compares it, or\n *                `null` for none\n *   leadSourceDirection   `leadSourceDirection` (AGL-3577), the group of\n *                the lead's value in the org's list, stamped by the writers\n *                from that list and rewritten on every lead holding a value\n *                the list regroups — so one equality asks a group however\n *                many values it holds\n *   ownerUid     as stored\n *   industry, rating   `industryKey`, `ratingKey` (AGL-3513), each label\n *                as the picklist compares it\n *   campaignIds  `array-contains` on the lead's own campaigns; under a site,\n *                `scopedCampaignIds` — the campaign behind each of the\n *                site's scope tokens — which stands in the scope clause's\n *                place, so the one array clause answers both\n *\n * and the search box reads `searchTokens` — word prefixes of the name,\n * address, company, title and tags. Every equality rides one\n * `(field, lastSeenAtMs DESC)` composite; the campaign and the search are\n * array clauses, so the two do not stand together (nor under a site, where\n * the scope clause is the query's one array clause, save the search, which\n * folds into it for a reader who may drop it).\n *=========================================*/\n\n/**\n * The Leads list's orders: newest seen first, then each header the query can\n * order by (AGL-3680) — Last seen the other way, the lead's name or address\n * (`nameSortKey`), its company and title (`companyLower`, `jobTitleLower`)\n * and its address verdict (`emailStatus`), each stored on every lead. Each\n * is `alone`: served with no filter or search on beyond the Status the list\n * always asks (`leadStatusBase`), by one `(visibleTo, field)` and one\n * `(status, field)` composite per direction. The other columns — Status and\n * Lead source, Industry and Rating in the org's picklist order, the owner's\n * and campaigns' names, the sites, sources, tags and custom values — sort\n * the page.\n */\nexport const LEAD_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'lastSeenAtMs', direction: 'desc', column: 'lastSeenAtMs', label: 'Last seen' },\n  { path: 'lastSeenAtMs', direction: 'asc', column: 'lastSeenAtMs', label: 'Last seen', alone: true },\n  { path: 'nameSortKey', direction: 'asc', column: 'name', label: 'Lead', alone: true },\n  { path: 'nameSortKey', direction: 'desc', column: 'name', label: 'Lead', alone: true },\n  { path: 'companyLower', direction: 'asc', column: 'company', label: 'Company', alone: true },\n  { path: 'companyLower', direction: 'desc', column: 'company', label: 'Company', alone: true },\n  { path: 'jobTitleLower', direction: 'asc', column: 'jobTitle', label: 'Title', alone: true },\n  { path: 'jobTitleLower', direction: 'desc', column: 'jobTitle', label: 'Title', alone: true },\n  { path: 'emailStatus', direction: 'asc', column: 'emailState', label: 'Email', alone: true },\n  { path: 'emailStatus', direction: 'desc', column: 'emailState', label: 'Email', alone: true },\n]\n\n/** The fields the Leads query asks — each a stored field, as named. */\nexport const LEAD_QUERY_FIELDS: readonly ListFilterField[] = [\n  crmSelectField('status'),\n  crmSelectField('emailStatus'),\n  crmSelectField('ownerUid'),\n  {\n    column: 'leadSourceKey',\n    kind: 'exact',\n    path: 'leadSourceKey',\n    presence: 'nullable',\n    operators: ['equals', 'isAnyOf', 'isEmpty'],\n  },\n  {\n    column: 'campaignIds',\n    kind: 'exact',\n    path: 'campaignIds',\n    tokensPath: 'campaignIds',\n    operators: ['contains'],\n  },\n  // The lead source's group (AGL-3577), as stamped on the lead.\n  crmSelectField(CRM_LEAD_SOURCE_DIRECTION_FIELD),\n  // Industry and Rating (AGL-3513), by the key each writer stores.\n  crmSelectField('industryKey'),\n  crmSelectField('ratingKey'),\n  {\n    // A campaign under a site: the lead's campaigns behind its scope.\n    column: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    kind: 'exact',\n    path: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    tokensPath: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    operators: ['isAnyOf'],\n  },\n]\n\nexport const LEAD_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: LEAD_QUERY_FIELDS,\n  sorts: LEAD_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the address, beside the scope clause — the `(visibleTo, email)`\n * composite the Inbox's leads list reads too.\n */\nexport const LEAD_PREFIX_SEARCH = {\n  field: {\n    column: 'email',\n    kind: 'text',\n    path: 'email',\n    lowerPath: 'email',\n    presence: 'always',\n    operators: ['startsWith'],\n  } satisfies ListFilterField,\n  notice: 'Search matches the start of a lead’s address for access limited to specific sites.',\n}\n\n/** Whether an asked clause stands in for the scope clause: a campaign behind the site's scope. */\nexport const leadClauseImpliesScope = (clause: ListFilterRequest): boolean =>\n  clause.field === CRM_LEAD_SCOPED_CAMPAIGNS_FIELD\n\n/** The verdicts a member must not email to: every one but `ok`. */\nconst EMAIL_PROBLEMS = EMAIL_STATE_STATUSES.filter((status) => status !== 'ok')\n\n/** Who is asking, for the one clause whose shape depends on it: the Campaign. */\nexport interface LeadQueryReader {\n  /** The site's scope tokens, or `null` at the organization level. */\n  scopeTokens: readonly string[] | null\n  /** Whether the reader may run a query without the scope clause (`useCrmFoldsScope`). */\n  foldsScope: boolean\n}\n\nconst ORG_READER: LeadQueryReader = { scopeTokens: null, foldsScope: true }\n\n/**\n * One grid clause as the clause the Leads query asks — see the block above.\n * A value the list does not know is refused by name rather than dropped, so\n * a stored view that names a retired choice says so.\n */\nexport function leadQueryClause(\n  clause: CrmViewFilterClause | ListFilterRequest,\n  reader: LeadQueryReader = ORG_READER,\n): CrmClauseAsked {\n  const values = crmClauseValues(clause)\n  switch (clause.field) {\n    case 'status': {\n      const statuses: string[] = []\n      for (const value of values) {\n        if (value === 'open') statuses.push(...CRM_LEAD_OPEN_STATUSES)\n        else if ((CRM_LEAD_STATUSES as readonly string[]).includes(value)) statuses.push(value)\n        else return { refused: `${value} is not a lead status` }\n      }\n      return crmAnyOf('status', statuses)\n    }\n    case 'emailState': {\n      const keys: string[] = []\n      for (const value of values) {\n        if (value === 'problem') keys.push(...EMAIL_PROBLEMS)\n        else if (value === 'none') keys.push('none')\n        else if ((EMAIL_STATE_STATUSES as readonly string[]).includes(value)) keys.push(value)\n        else return { refused: `${value} is not an email verdict` }\n      }\n      return crmAnyOf('emailStatus', keys)\n    }\n    case 'leadSource': {\n      if (clause.op === 'isEmpty' || (values.length === 1 && values[0] === LEAD_SOURCE_FILTER_NONE)) {\n        return { field: 'leadSourceKey', op: 'isEmpty', value: '' }\n      }\n      if (values.includes(LEAD_SOURCE_FILTER_NONE)) {\n        return { refused: '\"No lead source\" cannot be picked beside a value' }\n      }\n      const keys = values.map((value) => crmLeadSourceKey(value)).filter((key): key is string => Boolean(key))\n      return crmAnyOf('leadSourceKey', keys)\n    }\n    case 'leadSourceDirection': {\n      for (const value of values) {\n        if (!isLeadSourceDirection(value)) return { refused: `${value} is not a lead source direction` }\n      }\n      return crmAnyOf(CRM_LEAD_SOURCE_DIRECTION_FIELD, values)\n    }\n    case 'ownerUid':\n      return crmAnyOf('ownerUid', values)\n    case 'industry':\n    case 'rating': {\n      // A choice is the key; a label typed into a stored view keys the same way.\n      const keys = values.map((value) => crmPicklistKey(value)).filter((key): key is string => Boolean(key))\n      return crmAnyOf(clause.field === 'industry' ? 'industryKey' : 'ratingKey', keys)\n    }\n    case 'campaignIds': {\n      if (values.length !== 1) return { refused: 'pick one campaign' }\n      if (!reader.scopeTokens) return { field: 'campaignIds', op: 'contains', value: values[0] }\n      if (!reader.foldsScope) {\n        return {\n          refused:\n            'your access is limited to specific sites, which this filter cannot be combined with — an organization administrator can use it',\n        }\n      }\n      return {\n        field: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n        op: 'isAnyOf',\n        value: reader.scopeTokens.map((token) => `${token}${SCOPED_SEARCH_JOIN}${values[0]}`).join(','),\n      }\n    }\n    default:\n      return { refused: 'this list does not filter by that' }\n  }\n}\n\n/*------------------------------------------\n * THE STATUS IS THE LIST'S BASE (AGL-3680).\n *\n * The Leads list always asks a Status — Open unless the reader picks\n * another, or All — so a header order served only with no filter on (an\n * `alone` order) would never be served. The Status clause is therefore put\n * on the query as part of its BASE, beside the scope clause, the way a task\n * view's status is: an `alone` order pairs with it through one\n * `(status, field)` composite, and every other clause still counts as a\n * filter. The clause stays the reader's — the chip, the view and the\n * refusals read it as they always did.\n *-----------------------------------------*/\n\n/** The asked Status clause as the base predicate it stands for, or none. */\nexport function leadStatusBase(clause: ListFilterRequest | undefined): ListQueryFilter[] {\n  if (!clause || clause.field !== 'status') return []\n  const values = crmClauseValues(clause)\n  if (!values.length) return []\n  return values.length === 1\n    ? [{ path: 'status', op: '==', value: values[0] }]\n    : [{ path: 'status', op: 'in', value: values }]\n}\n\n/** The base's shape for `listQueryIndexes`: the status equality. */\nexport const LEAD_LIST_STATUS_BASE_INDEX = [{ path: 'status' }] as const\n\n/**\n * The query shape the Leads list can send beyond its own declaration, for\n * the index pin (AGL-3321): a collaborator's address prefix beside the\n * equalities they may set.\n */\nexport function leadIndexShapes(): ListQueryDeclaration[] {\n  const equalities = LEAD_QUERY_FIELDS.filter((field) => !field.tokensPath)\n  return [{ fields: [LEAD_PREFIX_SEARCH.field, ...equalities], sorts: [] 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package/src/lib/model/native-vocabulary.d.ts

@@ -0,0 +1,41 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+/** Every lead status, in the console's order. */
+export declare const NATIVE_CRM_LEAD_STATUSES: string[];
+/** The statuses a lead still needs working in. */
+export declare const NATIVE_CRM_LEAD_OPEN_STATUSES: string[];
+/** Every contact lifecycle stage, in order. */
+export declare const NATIVE_CONTACT_LIFECYCLE_STAGES: string[];
+/** Every task kind, in order. */
+export declare const NATIVE_CRM_TASK_KINDS: string[];
+/** Every activity kind, in order. */
+export declare const NATIVE_CRM_ACTIVITY_KINDS: string[];
+/** The objects custom fields are kept for. */
+export declare const NATIVE_CRM_FIELD_OBJECTS: string[];
+/** The report periods, in the console's order. */
+export declare const NATIVE_CRM_REPORT_PERIODS: string[];
+/** The directions an activity of each kind can take. */
+export declare const NATIVE_CRM_ACTIVITY_DIRECTIONS: Record<string, string[]>;
+/** One picklist as the native pickers start it: its id, label, object and standard labels. */
+export interface NativeCrmPicklist {
+    id: string;
+    label: string;
+    object: string;
+    standardLabels: string[];
+}
+/** Every picklist the CRM keeps, with the labels a workspace starts with. */
+export declare const NATIVE_CRM_PICKLISTS: NativeCrmPicklist[];

package/src/lib/model/native-vocabulary.js

@@ -0,0 +1,59 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ /*
+ * THE CRM'S VOCABULARIES, FLAT, FOR THE NATIVE APPS (AGL-3669).
+ *
+ * The console reads these off `as const` tuples and typed definitions,
+ * shapes the native contracts generator does not translate. Each value here
+ * is the same data re-read as plain arrays and maps; nothing in the web
+ * apps imports this file, so it adds nothing to their bundles.
+ */ import { CONTACT_LIFECYCLE_STAGES, CRM_ACTIVITY_DIRECTIONS, CRM_ACTIVITY_KINDS, CRM_FIELD_OBJECTS, CRM_LEAD_OPEN_STATUSES, CRM_LEAD_STATUSES, CRM_PICKLIST_DEFINITIONS, CRM_TASK_KINDS } from "@aglyn/aglyn/app-utils/crm";
+import { CRM_REPORT_PERIODS } from "./crm-reports.js";
+/** Every lead status, in the console's order. */ export const NATIVE_CRM_LEAD_STATUSES = [
+    ...CRM_LEAD_STATUSES
+];
+/** The statuses a lead still needs working in. */ export const NATIVE_CRM_LEAD_OPEN_STATUSES = [
+    ...CRM_LEAD_OPEN_STATUSES
+];
+/** Every contact lifecycle stage, in order. */ export const NATIVE_CONTACT_LIFECYCLE_STAGES = [
+    ...CONTACT_LIFECYCLE_STAGES
+];
+/** Every task kind, in order. */ export const NATIVE_CRM_TASK_KINDS = [
+    ...CRM_TASK_KINDS
+];
+/** Every activity kind, in order. */ export const NATIVE_CRM_ACTIVITY_KINDS = [
+    ...CRM_ACTIVITY_KINDS
+];
+/** The objects custom fields are kept for. */ export const NATIVE_CRM_FIELD_OBJECTS = [
+    ...CRM_FIELD_OBJECTS
+];
+/** The report periods, in the console's order. */ export const NATIVE_CRM_REPORT_PERIODS = [
+    ...CRM_REPORT_PERIODS
+];
+/** The directions an activity of each kind can take. */ export const NATIVE_CRM_ACTIVITY_DIRECTIONS = Object.fromEntries(Object.entries(CRM_ACTIVITY_DIRECTIONS).map(([kind, directions])=>[
+        kind,
+        [
+            ...directions != null ? directions : []
+        ]
+    ]));
+/** Every picklist the CRM keeps, with the labels a workspace starts with. */ export const NATIVE_CRM_PICKLISTS = CRM_PICKLIST_DEFINITIONS.map((definition)=>({
+        id: definition.id,
+        label: definition.label,
+        object: definition.object,
+        standardLabels: definition.standardValues.map((value)=>value.label)
+    }));
+
+//# sourceMappingURL=native-vocabulary.js.map

package/src/lib/model/native-vocabulary.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/native-vocabulary.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 * THE CRM'S VOCABULARIES, FLAT, FOR THE NATIVE APPS (AGL-3669).\n *\n * The console reads these off `as const` tuples and typed definitions,\n * shapes the native contracts generator does not translate. Each value here\n * is the same data re-read as plain arrays and maps; nothing in the web\n * apps imports this file, so it adds nothing to their bundles.\n */\n\nimport {\n  CONTACT_LIFECYCLE_STAGES,\n  CRM_ACTIVITY_DIRECTIONS,\n  CRM_ACTIVITY_KINDS,\n  CRM_FIELD_OBJECTS,\n  CRM_LEAD_OPEN_STATUSES,\n  CRM_LEAD_STATUSES,\n  CRM_PICKLIST_DEFINITIONS,\n  CRM_TASK_KINDS,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { CRM_REPORT_PERIODS } from './crm-reports'\n\n/** Every lead status, in the console's order. */\nexport const NATIVE_CRM_LEAD_STATUSES: string[] = [...CRM_LEAD_STATUSES]\n\n/** The statuses a lead still needs working in. */\nexport const NATIVE_CRM_LEAD_OPEN_STATUSES: string[] = [...CRM_LEAD_OPEN_STATUSES]\n\n/** Every contact lifecycle stage, in order. */\nexport const NATIVE_CONTACT_LIFECYCLE_STAGES: string[] = [...CONTACT_LIFECYCLE_STAGES]\n\n/** Every task kind, in order. */\nexport const NATIVE_CRM_TASK_KINDS: string[] = [...CRM_TASK_KINDS]\n\n/** Every activity kind, in order. */\nexport const NATIVE_CRM_ACTIVITY_KINDS: string[] = [...CRM_ACTIVITY_KINDS]\n\n/** The objects custom fields are kept for. */\nexport const NATIVE_CRM_FIELD_OBJECTS: string[] = [...CRM_FIELD_OBJECTS]\n\n/** The report periods, in the console's order. */\nexport const NATIVE_CRM_REPORT_PERIODS: string[] = [...CRM_REPORT_PERIODS]\n\n/** The directions an activity of each kind can take. */\nexport const NATIVE_CRM_ACTIVITY_DIRECTIONS: Record<string, string[]> = Object.fromEntries(\n  Object.entries(CRM_ACTIVITY_DIRECTIONS).map(([kind, directions]) => [kind, [...(directions ?? [])]]),\n)\n\n/** One picklist as the native pickers start it: its id, label, object and standard labels. */\nexport interface NativeCrmPicklist {\n  id: string\n  label: string\n  object: string\n  standardLabels: string[]\n}\n\n/** Every picklist the CRM keeps, with the labels a workspace starts with. */\nexport const NATIVE_CRM_PICKLISTS: NativeCrmPicklist[] = CRM_PICKLIST_DEFINITIONS.map((definition) => ({\n  id: definition.id,\n  label: definition.label,\n  object: definition.object,\n  standardLabels: definition.standardValues.map((value) => value.label),\n}))\n"],"names":["CONTACT_LIFECYCLE_STAGES","CRM_ACTIVITY_DIRECTIONS","CRM_ACTIVITY_KINDS","CRM_FIELD_OBJECTS","CRM_LEAD_OPEN_STATUSES","CRM_LEAD_STATUSES","CRM_PICKLIST_DEFINITIONS","CRM_TASK_KINDS","CRM_REPORT_PERIODS","NATIVE_CRM_LEAD_STATUSES","NATIVE_CRM_LEAD_OPEN_STATUSES","NATIVE_CONTACT_LIFECYCLE_STAGES","NATIVE_CRM_TASK_KINDS","NATIVE_CRM_ACTIVITY_KINDS","NATIVE_CRM_FIELD_OBJECTS","NATIVE_CRM_REPORT_PERIODS","NATIVE_CRM_ACTIVITY_DIRECTIONS","Object","fromEntries","entries","map","kind","directions","NATIVE_CRM_PICKLISTS","definition","id","label","object","standardLabels","standardValues","value"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;CAOC,GAED,SACEA,wBAAwB,EACxBC,uBAAuB,EACvBC,kBAAkB,EAClBC,iBAAiB,EACjBC,sBAAsB,EACtBC,iBAAiB,EACjBC,wBAAwB,EACxBC,cAAc,QACT,6BAA4B;AACnC,SAASC,kBAAkB,QAAQ,mBAAe;AAElD,+CAA+C,GAC/C,OAAO,MAAMC,2BAAqC;OAAIJ;CAAkB,CAAA;AAExE,gDAAgD,GAChD,OAAO,MAAMK,gCAA0C;OAAIN;CAAuB,CAAA;AAElF,6CAA6C,GAC7C,OAAO,MAAMO,kCAA4C;OAAIX;CAAyB,CAAA;AAEtF,+BAA+B,GAC/B,OAAO,MAAMY,wBAAkC;OAAIL;CAAe,CAAA;AAElE,mCAAmC,GACnC,OAAO,MAAMM,4BAAsC;OAAIX;CAAmB,CAAA;AAE1E,4CAA4C,GAC5C,OAAO,MAAMY,2BAAqC;OAAIX;CAAkB,CAAA;AAExE,gDAAgD,GAChD,OAAO,MAAMY,4BAAsC;OAAIP;CAAmB,CAAA;AAE1E,sDAAsD,GACtD,OAAO,MAAMQ,iCAA2DC,OAAOC,WAAW,CACxFD,OAAOE,OAAO,CAAClB,yBAAyBmB,GAAG,CAAC,CAAC,CAACC,MAAMC,WAAW,GAAK;QAACD;QAAM;eAAKC,qBAAAA,aAAc,EAAE;SAAE;KAAC,GACpG;AAUD,2EAA2E,GAC3E,OAAO,MAAMC,uBAA4CjB,yBAAyBc,GAAG,CAAC,CAACI,aAAgB,CAAA;QACrGC,IAAID,WAAWC,EAAE;QACjBC,OAAOF,WAAWE,KAAK;QACvBC,QAAQH,WAAWG,MAAM;QACzBC,gBAAgBJ,WAAWK,cAAc,CAACT,GAAG,CAAC,CAACU,QAAUA,MAAMJ,KAAK;IACtE,CAAA,GAAG"}

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

@@ -14,7 +14,7 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import { type CrmTask, type CrmTaskKind, type CrmTaskPriority, type TaskDueState } from '@aglyn/aglyn';
+import { type CrmTask, type CrmTaskKind, type CrmTaskPriority, type TaskDueState } from '@aglyn/aglyn/app-utils/crm';
 import type { ListFilterField } from '@aglyn/shared-util-tools/list-query/list-filter';
 import type { ListQueryDeclaration, ListQueryFilter, ListQuerySort } from '@aglyn/shared-util-tools/list-query/list-query-plan';
 import type { CrmRoutes } from './crm-routes';
@@ -68,8 +68,21 @@ export declare function crmTaskViewPlan(view: CrmTaskView, options: {
     nowMs: number;
     uid: string | null | undefined;
 }): CrmTaskViewPlan;
-/** The orders the list takes: soonest first, and Done's most recently due first. */
+/**
+ * The orders the list takes: soonest first, and Done's most recently due
+ * first — the Due header either way — then each header the query can order
+ * by (AGL-3680): the title (`titleLower`) and the priority by its rank
+ * (`priorityRank`), each stored on every task. Each
+ * is `alone`: served with no filter or search on beyond the view, beside the
+ * view's base by one `(status, field)`, `(assigneeUid, field)` and
+ * `(visibleTo, field)` composite per direction — and under a dated view
+ * (Overdue, Today, Upcoming), whose window orders the list by Due, not at
+ * all, which the list says. Type and Status (picklists, in the org's
+ * order), Assignee and For sort the page.
+ */
 export declare const TASK_LIST_SORTS: readonly ListQuerySort[];
+/** The view's own order: the Due header, the way the view reads it. */
+export declare function crmTaskViewSort(plan: Pick<CrmTaskViewPlan, 'direction'>): ListQuerySort;
 /** What the Filters panel may name on a task, besides the view. */
 export declare const TASK_LIST_QUERY_FIELDS: readonly ListFilterField[];
 export declare const TASK_LIST_DECLARATION: ListQueryDeclaration;

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

@@ -13,7 +13,7 @@
  * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  * See the License for the specific language governing permissions and
  * limitations under the License.
- */ import { taskDueState } from "@aglyn/aglyn";
+ */ import { taskDueState } from "@aglyn/aglyn/app-utils/crm";
 import { CRM_LIST_SEARCH, crmSelectField } from "./crm-list-query.js";
 export const CRM_TASK_VIEWS = [
     {
@@ -130,16 +130,62 @@ export function crmTaskViewPlan(view, options) {
  * same query, paged by it. Every equality rides one `(field, dueAtMs)`
  * composite per direction: ascending for the working views, descending for
  * Done.
- *=========================================*/ /** The orders the list takes: soonest first, and Done's most recently due first. */ export const TASK_LIST_SORTS = [
+ *=========================================*/ /**
+ * The orders the list takes: soonest first, and Done's most recently due
+ * first — the Due header either way — then each header the query can order
+ * by (AGL-3680): the title (`titleLower`) and the priority by its rank
+ * (`priorityRank`), each stored on every task. Each
+ * is `alone`: served with no filter or search on beyond the view, beside the
+ * view's base by one `(status, field)`, `(assigneeUid, field)` and
+ * `(visibleTo, field)` composite per direction — and under a dated view
+ * (Overdue, Today, Upcoming), whose window orders the list by Due, not at
+ * all, which the list says. Type and Status (picklists, in the org's
+ * order), Assignee and For sort the page.
+ */ export const TASK_LIST_SORTS = [
     {
         path: 'dueAtMs',
-        direction: 'asc'
+        direction: 'asc',
+        column: 'dueAtMs',
+        label: 'Due'
     },
     {
         path: 'dueAtMs',
-        direction: 'desc'
+        direction: 'desc',
+        column: 'dueAtMs',
+        label: 'Due'
+    },
+    {
+        path: 'titleLower',
+        direction: 'asc',
+        column: 'title',
+        label: 'Task',
+        alone: true
+    },
+    {
+        path: 'titleLower',
+        direction: 'desc',
+        column: 'title',
+        label: 'Task',
+        alone: true
+    },
+    {
+        path: 'priorityRank',
+        direction: 'asc',
+        column: 'priority',
+        label: 'Priority',
+        alone: true
+    },
+    {
+        path: 'priorityRank',
+        direction: 'desc',
+        column: 'priority',
+        label: 'Priority',
+        alone: true
     }
 ];
+/** The view's own order: the Due header, the way the view reads it. */ export function crmTaskViewSort(plan) {
+    return TASK_LIST_SORTS.find((sort)=>sort.path === 'dueAtMs' && sort.direction === plan.direction);
+}
 /** What the Filters panel may name on a task, besides the view. */ export const TASK_LIST_QUERY_FIELDS = [
     crmSelectField('kind'),
     crmSelectField('priority'),