@aglyn/plugins-crm 1.0.0-beta.243 → 1.0.0-beta.246

package/src/lib/model/crm-setup-content.js

@@ -0,0 +1,416 @@
+import { _ as _extends } from "@swc/helpers/_/_extends";
+/**
+ * @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.
+ */ // Modules by their own paths, never the `@aglyn/aglyn` barrel: the console
+// server's boot reaches this file through the CRM's setup writers.
+import { CONTACT_FIELD_TYPES, CONTACT_FIELDS_MAX_PER_ORG, fieldDefinitionsForObject, isContactFieldType } from "@aglyn/aglyn/app-utils/contact-custom-fields";
+import { CRM_FIELD_OBJECT_LABELS, CRM_FIELD_OBJECTS, crmFieldListFields, DEFAULT_DEAL_STAGES, isCrmFieldObject, normalizeContactFieldKey } from "@aglyn/aglyn/app-utils/crm";
+import { activePipelines, clampProbability, newPipelineDocument, newStageId, PIPELINE_NAME_MAX, pipelineNameProblem, renumberStages, sortedStages, stagesProblem } from "./deal-board-model.js";
+/**
+ * CRM SETUP ANOTHER PLUGIN ASKS FOR (AGL-3746): a deal pipeline with its
+ * stages, and a custom field on a CRM object — what a person sets up in
+ * CRM → Deals → Pipelines and CRM → Fields, as pure rules.
+ *
+ * Aglyn AI's build asks for them through the CRM's writers on the
+ * resource-drafts seam (`server/crm-setup-writers.server.ts`). Neither has a
+ * draft state: a pipeline and a field are in use once saved, as the console's
+ * own saves are. So every rule here is the console's, read from the modules
+ * the console reads:
+ *
+ *  - A PIPELINE is `newPipelineDocument` with the stages asked for in place
+ *    of the default set, held to `stagesProblem` (exactly one Won and one
+ *    Lost, at least one open stage) and named under `pipelineNameProblem`
+ *    (unique among the active pipelines, without case). Stage ids are
+ *    `newStageId`'s slugs.
+ *  - A FIELD is the Fields section's create: a key derived from the label by
+ *    `normalizeContactFieldKey`, one of `CONTACT_FIELD_TYPES`, the choices
+ *    the drawer allows, landing last on its object's tab, org-wide.
+ *
+ * IDEMPOTENT BY NAME. Asked twice, nothing is made twice: an active pipeline
+ * is matched by name and a stage within it by name, a field by label or key
+ * within its object, all without case. A match is brought to what was
+ * asked — missing stages added, stages put in the asked order, a
+ * probability set — and nothing is ever removed: a stage may hold deals and
+ * a field values, and removing either is a person's decision.
+ */ // ── Pipelines ─────────────────────────────────────────────────────────────
+/** The resource the CRM's pipeline writer is registered under. */ export const CRM_PIPELINE_SETUP_RESOURCE = 'crm-pipeline';
+/** The longest stage name, as long as a pipeline's name. */ export const CRM_SETUP_STAGE_NAME_MAX = PIPELINE_NAME_MAX;
+/** The most open stages one ask sets; a board wider than this does not read. */ export const CRM_SETUP_OPEN_STAGES_MAX = 12;
+const WON_NAME = /^(closed[\s-]*)?won$/i;
+const LOST_NAME = /^(closed[\s-]*)?lost$/i;
+/** "Discovery (20%)": a stage's name with its probability. */ const STAGE_WITH_PROBABILITY = /^(.*?)\s*\(\s*(\d{1,3}(?:\.\d+)?)\s*%?\s*\)\s*$/;
+function text(value) {
+    return typeof value === 'string' ? value.replace(/\s+/g, ' ').trim() : '';
+}
+const same = (a, b)=>a.trim().toLowerCase() === b.trim().toLowerCase();
+/** One listed stage, read: its name and the probability written after it. */ export function readCrmSetupStage(entry) {
+    const raw = text(entry);
+    const match = STAGE_WITH_PROBABILITY.exec(raw);
+    if (!match) return {
+        name: raw,
+        probability: null
+    };
+    return {
+        name: text(match[1]),
+        probability: clampProbability(match[2])
+    };
+}
+/**
+ * A pipeline's content, read and judged. Pure. A stage listed as Won or
+ * Lost ("Won", "Closed Lost") names the closing stage rather than adding an
+ * open one, since every pipeline already has exactly one of each.
+ */ export function readCrmPipelineSetup(content) {
+    const problems = [];
+    const name = text(content['name']);
+    if (!name) problems.push('A pipeline needs a name.');
+    else if (name.length > PIPELINE_NAME_MAX) problems.push(`A pipeline's name is at most ${PIPELINE_NAME_MAX} characters.`);
+    let wonStage = text(content['wonStage']) || null;
+    let lostStage = text(content['lostStage']) || null;
+    const listed = Array.isArray(content['stages']) ? content['stages'] : [];
+    const stages = [];
+    for (const entry of listed){
+        if (typeof entry !== 'string') {
+            problems.push('Each stage is a name.');
+            break;
+        }
+        const stage = readCrmSetupStage(entry);
+        if (!stage.name) continue;
+        if (WON_NAME.test(stage.name)) {
+            wonStage != null ? wonStage : wonStage = stage.name;
+            continue;
+        }
+        if (LOST_NAME.test(stage.name)) {
+            lostStage != null ? lostStage : lostStage = stage.name;
+            continue;
+        }
+        if (stage.name.length > CRM_SETUP_STAGE_NAME_MAX) {
+            problems.push(`A stage's name is at most ${CRM_SETUP_STAGE_NAME_MAX} characters.`);
+            break;
+        }
+        if (stages.some((one)=>same(one.name, stage.name))) continue;
+        stages.push(stage);
+    }
+    if (stages.length > CRM_SETUP_OPEN_STAGES_MAX) {
+        problems.push(`A pipeline is set up with at most ${CRM_SETUP_OPEN_STAGES_MAX} open stages.`);
+    }
+    for (const closing of [
+        wonStage,
+        lostStage
+    ]){
+        if (closing && closing.length > CRM_SETUP_STAGE_NAME_MAX) {
+            problems.push(`A stage's name is at most ${CRM_SETUP_STAGE_NAME_MAX} characters.`);
+        }
+    }
+    if (wonStage && lostStage && same(wonStage, lostStage)) problems.push('The Won and Lost stages need different names.');
+    if (problems.length) return {
+        ok: false,
+        problems
+    };
+    return {
+        ok: true,
+        value: {
+            name,
+            renameFrom: text(content['renameFrom']) || null,
+            stages,
+            wonStage,
+            lostStage,
+            makeDefault: content['makeDefault'] === true
+        }
+    };
+}
+/** The `crm-pipeline` writer's check: whether the content is a pipeline ask, with its name and stages. Pure. */ export function checkCrmPipelineSetup(content) {
+    const read = readCrmPipelineSetup(content);
+    if (read.ok === false) return {
+        ok: false,
+        problems: read.problems
+    };
+    return {
+        ok: true,
+        facts: {
+            name: read.value.name,
+            stages: read.value.stages.map((one)=>one.name)
+        }
+    };
+}
+/**
+ * The probability an open stage takes when the ask names none: spread over
+ * the pipeline by position, to the nearest 5 — the first of four stages 20,
+ * the last 80 — so a weighted forecast grows as a deal moves right.
+ */ export function crmSetupStageProbability(index, count) {
+    const spread = (index + 1) / (count + 1) * 100;
+    return Math.min(95, Math.max(5, Math.round(spread / 5) * 5));
+}
+/**
+ * The stages a pipeline ends up with: the open stages asked for, in the asked
+ * order, each an existing stage of that name where there is one (its id kept,
+ * so the deals in it stay), then the open stages the ask did not name, as
+ * they were, then Won and Lost, renamed where asked. Nothing is removed.
+ */ export function mergeCrmSetupStages(existing, setup) {
+    const sorted = sortedStages({
+        stages: [
+            ...existing
+        ]
+    });
+    const opens = sorted.filter((stage)=>stage.kind === 'open');
+    const taken = [
+        ...sorted
+    ];
+    const listed = setup.stages.map((asked, index)=>{
+        var _asked_probability;
+        const found = opens.find((stage)=>same(stage.name, asked.name));
+        if (found) return asked.probability === null ? found : _extends({}, found, {
+            probability: asked.probability
+        });
+        const stage = {
+            id: newStageId(asked.name, taken),
+            name: asked.name,
+            order: 0,
+            probability: (_asked_probability = asked.probability) != null ? _asked_probability : crmSetupStageProbability(index, setup.stages.length),
+            kind: 'open',
+            forecastCategory: 'pipeline'
+        };
+        taken.push(stage);
+        return stage;
+    });
+    const unlisted = opens.filter((stage)=>!listed.some((one)=>one.id === stage.id));
+    const closing = (kind, name)=>sorted.filter((stage)=>stage.kind === kind).map((stage)=>name ? _extends({}, stage, {
+                name
+            }) : stage);
+    return renumberStages([
+        ...listed,
+        ...unlisted,
+        ...closing('won', setup.wonStage),
+        ...closing('lost', setup.lostStage)
+    ]);
+}
+/**
+ * Create, or bring an existing pipeline to the ask. Pure.
+ *
+ * The pipeline is the active one called `renameFrom`, else the active one
+ * called `name`; with neither, a new one, which is also the default when the
+ * site reads no active pipeline yet (the board's seed would have made it so)
+ * or when asked.
+ */ export function planCrmPipelineSetup(setup, pipelines, context) {
+    var _named, _target_name, _patch_name;
+    const active = activePipelines(pipelines);
+    const named = (name)=>name ? active.find((one)=>{
+            var _one_name;
+            return same(String((_one_name = one.name) != null ? _one_name : ''), name);
+        }) : undefined;
+    const target = (_named = named(setup.renameFrom)) != null ? _named : named(setup.name);
+    const defaultsOff = (keep)=>active.filter((one)=>one.isDefault && one.$id !== keep).map((one)=>one.$id);
+    if (!target) {
+        const problem = pipelineNameProblem(setup.name, pipelines);
+        if (problem) return {
+            kind: 'refuse',
+            error: problem
+        };
+        // Stages asked for replace the default open stages; none asked keeps
+        // them all, as the console's New pipeline does.
+        const stages = mergeCrmSetupStages(setup.stages.length ? DEFAULT_DEAL_STAGES.filter((stage)=>stage.kind !== 'open') : DEFAULT_DEAL_STAGES, setup);
+        const invalid = stagesProblem(stages);
+        if (invalid) return {
+            kind: 'refuse',
+            error: invalid
+        };
+        const isDefault = setup.makeDefault || active.length === 0;
+        return {
+            kind: 'create',
+            document: _extends({}, newPipelineDocument(setup.name, context), {
+                stages,
+                isDefault
+            }),
+            defaultsOff: isDefault ? defaultsOff(null) : []
+        };
+    }
+    const patch = {};
+    // A name that differs only in case is the same pipeline, and keeps its own.
+    if (!same(String((_target_name = target.name) != null ? _target_name : ''), setup.name)) {
+        const problem = pipelineNameProblem(setup.name, pipelines, target.$id);
+        if (problem) return {
+            kind: 'refuse',
+            error: problem
+        };
+        patch.name = setup.name;
+    }
+    const current = sortedStages(target);
+    const stages = mergeCrmSetupStages(current, setup);
+    const invalid = stagesProblem(stages);
+    if (invalid) return {
+        kind: 'refuse',
+        error: invalid
+    };
+    if (JSON.stringify(stages) !== JSON.stringify(renumberStages(current))) patch.stages = stages;
+    if (setup.makeDefault && !target.isDefault) patch.isDefault = true;
+    return {
+        kind: 'update',
+        id: target.$id,
+        name: (_patch_name = patch.name) != null ? _patch_name : target.name,
+        patch,
+        defaultsOff: patch.isDefault ? defaultsOff(target.$id) : []
+    };
+}
+/** What a pipeline's writer reports: its open stages in order, and its closing stages. */ export function crmPipelineSetupFacts(stages) {
+    var _ref, _ref1;
+    var _sorted_find, _sorted_find1;
+    const sorted = sortedStages({
+        stages: [
+            ...stages
+        ]
+    });
+    return {
+        stages: sorted.filter((stage)=>stage.kind === 'open').map((stage)=>`${stage.name} (${stage.probability}%)`),
+        wonStage: (_ref = (_sorted_find = sorted.find((stage)=>stage.kind === 'won')) == null ? void 0 : _sorted_find.name) != null ? _ref : null,
+        lostStage: (_ref1 = (_sorted_find1 = sorted.find((stage)=>stage.kind === 'lost')) == null ? void 0 : _sorted_find1.name) != null ? _ref1 : null
+    };
+}
+// ── Custom fields ─────────────────────────────────────────────────────────
+/** The resource the CRM's custom field writer is registered under. */ export const CRM_FIELD_SETUP_RESOURCE = 'crm-field';
+/** How many choices a Choice field may declare, and how long each and a label may be: the field drawer's. */ export const CRM_FIELD_OPTIONS_MAX = 50;
+export const CRM_FIELD_OPTION_MAX_LENGTH = 120;
+export const CRM_FIELD_LABEL_MAX_LENGTH = 80;
+/** One choice per entry, trimmed, blanks dropped, duplicates collapsed, at most the drawer's count. */ export function crmFieldOptions(entries) {
+    const seen = new Set();
+    const options = [];
+    for (const entry of entries){
+        const option = String(entry != null ? entry : '').trim().slice(0, CRM_FIELD_OPTION_MAX_LENGTH);
+        if (!option || seen.has(option)) continue;
+        seen.add(option);
+        options.push(option);
+        if (options.length >= CRM_FIELD_OPTIONS_MAX) break;
+    }
+    return options;
+}
+/** A field's content, read and judged. Pure. */ export function readCrmFieldSetup(content) {
+    const problems = [];
+    const object = content['object'];
+    if (!isCrmFieldObject(object)) problems.push(`A field describes one of ${CRM_FIELD_OBJECTS.join(', ')}.`);
+    const type = content['type'];
+    if (!isContactFieldType(type)) problems.push(`A field's type is one of ${CONTACT_FIELD_TYPES.join(', ')}.`);
+    const label = text(content['label']);
+    const key = normalizeContactFieldKey(label);
+    if (!label) problems.push('A field needs a label.');
+    else if (label.length > CRM_FIELD_LABEL_MAX_LENGTH) {
+        problems.push(`A field's label is at most ${CRM_FIELD_LABEL_MAX_LENGTH} characters.`);
+    } else if (!key) problems.push('A field’s label needs a letter to make its key from.');
+    const listed = Array.isArray(content['options']) ? content['options'].filter((one)=>typeof one === 'string') : [];
+    const options = type === 'select' ? crmFieldOptions(listed) : [];
+    if (type === 'select' && !options.length) problems.push('A Choice field needs its choices.');
+    if (problems.length) return {
+        ok: false,
+        problems
+    };
+    return {
+        ok: true,
+        value: {
+            object: object,
+            label,
+            key: key,
+            type: type,
+            options,
+            required: content['required'] === true
+        }
+    };
+}
+/** The `crm-field` writer's check: whether the content is a field ask, with the key it derives. Pure. */ export function checkCrmFieldSetup(content) {
+    const read = readCrmFieldSetup(content);
+    if (read.ok === false) return {
+        ok: false,
+        problems: read.problems
+    };
+    return {
+        ok: true,
+        facts: {
+            object: read.value.object,
+            key: read.value.key,
+            type: read.value.type
+        }
+    };
+}
+/**
+ * Create the field, or find it. Pure.
+ *
+ * An active field on the same object with the same label or key is the
+ * field: a re-run makes nothing, and a Choice field gains only the choices it
+ * lacks. A retired field keeps its key, as the drawer says, so a key a
+ * retired field holds is refused rather than reused — its old values would
+ * read back as the new field's. The org's ceiling counts every definition,
+ * retired ones included, as the Fields section's read does.
+ */ export function planCrmFieldSetup(setup, definitions, context) {
+    const ofObject = fieldDefinitionsForObject(definitions, setup.object);
+    const match = ofObject.find((one)=>{
+        var _one_label;
+        return !one.retiredAt && (same(String((_one_label = one.label) != null ? _one_label : ''), setup.label) || one.key === setup.key);
+    });
+    if (match) {
+        var _match_options;
+        const missing = match.type === 'select' && setup.type === 'select' ? setup.options.filter((option)=>{
+            var _match_options;
+            return !((_match_options = match.options) != null ? _match_options : []).includes(option);
+        }) : [];
+        const room = Math.max(0, CRM_FIELD_OPTIONS_MAX - ((_match_options = match.options) != null ? _match_options : []).length);
+        return {
+            kind: 'existing',
+            id: match.$id,
+            label: match.label,
+            options: missing.slice(0, room)
+        };
+    }
+    const retired = ofObject.find((one)=>one.retiredAt && one.key === setup.key);
+    if (retired) {
+        return {
+            kind: 'refuse',
+            status: 409,
+            error: `A retired ${CRM_FIELD_OBJECT_LABELS[setup.object].toLowerCase()} field, “${retired.label}”, keeps the key ` + `“${setup.key}”. Restore it in CRM → Fields, or give this field another name.`
+        };
+    }
+    if (definitions.length >= CONTACT_FIELDS_MAX_PER_ORG) {
+        return {
+            kind: 'refuse',
+            status: 403,
+            error: `An organization keeps at most ${CONTACT_FIELDS_MAX_PER_ORG} custom fields. Retire or delete one in CRM → Fields first.`
+        };
+    }
+    const order = ofObject.reduce((highest, one)=>Math.max(highest, Number(one.order) || 0), -1) + 1;
+    return {
+        kind: 'create',
+        document: _extends({
+            key: setup.key,
+            label: setup.label,
+            type: setup.type
+        }, setup.type === 'select' ? {
+            options: setup.options
+        } : {}, {
+            required: setup.required,
+            order,
+            retiredAt: null
+        }, crmFieldListFields({
+            key: setup.key,
+            label: setup.label,
+            required: setup.required,
+            object: setup.object
+        }), {
+            hostId: context.hostId,
+            visibleTo: [
+                ...context.visibleTo
+            ],
+            createdAt: context.now,
+            updatedAt: context.now
+        })
+    };
+}
+
+//# sourceMappingURL=crm-setup-content.js.map

package/src/lib/model/crm-setup-content.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-setup-content.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// Modules by their own paths, never the `@aglyn/aglyn` barrel: the console\n// server's boot reaches this file through the CRM's setup writers.\nimport {\n  CONTACT_FIELD_TYPES,\n  CONTACT_FIELDS_MAX_PER_ORG,\n  fieldDefinitionsForObject,\n  isContactFieldType,\n} from '@aglyn/aglyn/app-utils/contact-custom-fields'\nimport {\n  type ContactFieldDefinition,\n  type ContactFieldType,\n  type CrmDealStage,\n  type CrmFieldObject,\n  CRM_FIELD_OBJECT_LABELS,\n  CRM_FIELD_OBJECTS,\n  crmFieldListFields,\n  DEFAULT_DEAL_STAGES,\n  isCrmFieldObject,\n  normalizeContactFieldKey,\n} from '@aglyn/aglyn/app-utils/crm'\nimport type { PluginDraftCheck } from '@aglyn/aglyn/plugin-manager/plugin-resource-drafts'\nimport {\n  activePipelines,\n  clampProbability,\n  newPipelineDocument,\n  newStageId,\n  PIPELINE_NAME_MAX,\n  type PipelineDoc,\n  type PipelineWriteContext,\n  pipelineNameProblem,\n  renumberStages,\n  sortedStages,\n  stagesProblem,\n} from './deal-board-model'\n\n/**\n * CRM SETUP ANOTHER PLUGIN ASKS FOR (AGL-3746): a deal pipeline with its\n * stages, and a custom field on a CRM object — what a person sets up in\n * CRM → Deals → Pipelines and CRM → Fields, as pure rules.\n *\n * Aglyn AI's build asks for them through the CRM's writers on the\n * resource-drafts seam (`server/crm-setup-writers.server.ts`). Neither has a\n * draft state: a pipeline and a field are in use once saved, as the console's\n * own saves are. So every rule here is the console's, read from the modules\n * the console reads:\n *\n *  - A PIPELINE is `newPipelineDocument` with the stages asked for in place\n *    of the default set, held to `stagesProblem` (exactly one Won and one\n *    Lost, at least one open stage) and named under `pipelineNameProblem`\n *    (unique among the active pipelines, without case). Stage ids are\n *    `newStageId`'s slugs.\n *  - A FIELD is the Fields section's create: a key derived from the label by\n *    `normalizeContactFieldKey`, one of `CONTACT_FIELD_TYPES`, the choices\n *    the drawer allows, landing last on its object's tab, org-wide.\n *\n * IDEMPOTENT BY NAME. Asked twice, nothing is made twice: an active pipeline\n * is matched by name and a stage within it by name, a field by label or key\n * within its object, all without case. A match is brought to what was\n * asked — missing stages added, stages put in the asked order, a\n * probability set — and nothing is ever removed: a stage may hold deals and\n * a field values, and removing either is a person's decision.\n */\n\n// ── Pipelines ─────────────────────────────────────────────────────────────\n\n/** The resource the CRM's pipeline writer is registered under. */\nexport const CRM_PIPELINE_SETUP_RESOURCE = 'crm-pipeline'\n\n/** The longest stage name, as long as a pipeline's name. */\nexport const CRM_SETUP_STAGE_NAME_MAX = PIPELINE_NAME_MAX\n\n/** The most open stages one ask sets; a board wider than this does not read. */\nexport const CRM_SETUP_OPEN_STAGES_MAX = 12\n\n/** A pipeline as one ask states it, once read. */\nexport interface CrmPipelineSetup {\n  name: string\n  /** An active pipeline to rename to `name`, by its current name. */\n  renameFrom: string | null\n  /** The open stages, in order, each with the probability asked for, if any. */\n  stages: Array<{ name: string; probability: number | null }>\n  /** What the Won and Lost stages are called, where the ask says. */\n  wonStage: string | null\n  lostStage: string | null\n  /** Whether this becomes the pipeline a new deal lands in. */\n  makeDefault: boolean\n}\n\nconst WON_NAME = /^(closed[\\s-]*)?won$/i\nconst LOST_NAME = /^(closed[\\s-]*)?lost$/i\n/** \"Discovery (20%)\": a stage's name with its probability. */\nconst STAGE_WITH_PROBABILITY = /^(.*?)\\s*\\(\\s*(\\d{1,3}(?:\\.\\d+)?)\\s*%?\\s*\\)\\s*$/\n\nfunction text(value: unknown): string {\n  return typeof value === 'string' ? value.replace(/\\s+/g, ' ').trim() : ''\n}\n\nconst same = (a: string, b: string) => a.trim().toLowerCase() === b.trim().toLowerCase()\n\n/** One listed stage, read: its name and the probability written after it. */\nexport function readCrmSetupStage(entry: string): { name: string; probability: number | null } {\n  const raw = text(entry)\n  const match = STAGE_WITH_PROBABILITY.exec(raw)\n  if (!match) return { name: raw, probability: null }\n  return { name: text(match[1]), probability: clampProbability(match[2]) }\n}\n\n/**\n * A pipeline's content, read and judged. Pure. A stage listed as Won or\n * Lost (\"Won\", \"Closed Lost\") names the closing stage rather than adding an\n * open one, since every pipeline already has exactly one of each.\n */\nexport function readCrmPipelineSetup(\n  content: Readonly<Record<string, unknown>>,\n): { ok: true; value: CrmPipelineSetup } | { ok: false; problems: string[] } {\n  const problems: string[] = []\n  const name = text(content['name'])\n  if (!name) problems.push('A pipeline needs a name.')\n  else if (name.length > PIPELINE_NAME_MAX) problems.push(`A pipeline's name is at most ${PIPELINE_NAME_MAX} characters.`)\n  let wonStage = text(content['wonStage']) || null\n  let lostStage = text(content['lostStage']) || null\n  const listed = Array.isArray(content['stages']) ? content['stages'] : []\n  const stages: CrmPipelineSetup['stages'] = []\n  for (const entry of listed) {\n    if (typeof entry !== 'string') {\n      problems.push('Each stage is a name.')\n      break\n    }\n    const stage = readCrmSetupStage(entry)\n    if (!stage.name) continue\n    if (WON_NAME.test(stage.name)) {\n      wonStage ??= stage.name\n      continue\n    }\n    if (LOST_NAME.test(stage.name)) {\n      lostStage ??= stage.name\n      continue\n    }\n    if (stage.name.length > CRM_SETUP_STAGE_NAME_MAX) {\n      problems.push(`A stage's name is at most ${CRM_SETUP_STAGE_NAME_MAX} characters.`)\n      break\n    }\n    if (stages.some((one) => same(one.name, stage.name))) continue\n    stages.push(stage)\n  }\n  if (stages.length > CRM_SETUP_OPEN_STAGES_MAX) {\n    problems.push(`A pipeline is set up with at most ${CRM_SETUP_OPEN_STAGES_MAX} open stages.`)\n  }\n  for (const closing of [wonStage, lostStage]) {\n    if (closing && closing.length > CRM_SETUP_STAGE_NAME_MAX) {\n      problems.push(`A stage's name is at most ${CRM_SETUP_STAGE_NAME_MAX} characters.`)\n    }\n  }\n  if (wonStage && lostStage && same(wonStage, lostStage)) problems.push('The Won and Lost stages need different names.')\n  if (problems.length) return { ok: false, problems }\n  return {\n    ok: true,\n    value: {\n      name,\n      renameFrom: text(content['renameFrom']) || null,\n      stages,\n      wonStage,\n      lostStage,\n      makeDefault: content['makeDefault'] === true,\n    },\n  }\n}\n\n/** The `crm-pipeline` writer's check: whether the content is a pipeline ask, with its name and stages. Pure. */\nexport function checkCrmPipelineSetup(content: Readonly<Record<string, unknown>>): PluginDraftCheck {\n  const read = readCrmPipelineSetup(content)\n  if (read.ok === false) return { ok: false, problems: read.problems }\n  return { ok: true, facts: { name: read.value.name, stages: read.value.stages.map((one) => one.name) } }\n}\n\n/**\n * The probability an open stage takes when the ask names none: spread over\n * the pipeline by position, to the nearest 5 — the first of four stages 20,\n * the last 80 — so a weighted forecast grows as a deal moves right.\n */\nexport function crmSetupStageProbability(index: number, count: number): number {\n  const spread = ((index + 1) / (count + 1)) * 100\n  return Math.min(95, Math.max(5, Math.round(spread / 5) * 5))\n}\n\n/**\n * The stages a pipeline ends up with: the open stages asked for, in the asked\n * order, each an existing stage of that name where there is one (its id kept,\n * so the deals in it stay), then the open stages the ask did not name, as\n * they were, then Won and Lost, renamed where asked. Nothing is removed.\n */\nexport function mergeCrmSetupStages(\n  existing: readonly CrmDealStage[],\n  setup: Pick<CrmPipelineSetup, 'stages' | 'wonStage' | 'lostStage'>,\n): CrmDealStage[] {\n  const sorted = sortedStages({ stages: [...existing] })\n  const opens = sorted.filter((stage) => stage.kind === 'open')\n  const taken: CrmDealStage[] = [...sorted]\n  const listed: CrmDealStage[] = setup.stages.map((asked, index) => {\n    const found = opens.find((stage) => same(stage.name, asked.name))\n    if (found) return asked.probability === null ? found : { ...found, probability: asked.probability }\n    const stage: CrmDealStage = {\n      id: newStageId(asked.name, taken),\n      name: asked.name,\n      order: 0,\n      probability: asked.probability ?? crmSetupStageProbability(index, setup.stages.length),\n      kind: 'open',\n      forecastCategory: 'pipeline',\n    }\n    taken.push(stage)\n    return stage\n  })\n  const unlisted = opens.filter((stage) => !listed.some((one) => one.id === stage.id))\n  const closing = (kind: 'won' | 'lost', name: string | null): CrmDealStage[] =>\n    sorted\n      .filter((stage) => stage.kind === kind)\n      .map((stage) => (name ? { ...stage, name } : stage))\n  return renumberStages([\n    ...listed,\n    ...unlisted,\n    ...closing('won', setup.wonStage),\n    ...closing('lost', setup.lostStage),\n  ])\n}\n\n/** What saving a pipeline ask comes to against the pipelines the member's site can read. */\nexport type CrmPipelineSetupPlan =\n  | {\n      kind: 'create'\n      document: Record<string, unknown>\n      /** Pipelines whose default flag comes off, because this one takes it. */\n      defaultsOff: string[]\n    }\n  | {\n      kind: 'update'\n      id: string\n      name: string\n      /** The fields that change; empty when the pipeline already is what was asked. */\n      patch: { name?: string; stages?: CrmDealStage[]; isDefault?: true }\n      defaultsOff: string[]\n    }\n  | { kind: 'refuse'; error: string }\n\n/**\n * Create, or bring an existing pipeline to the ask. Pure.\n *\n * The pipeline is the active one called `renameFrom`, else the active one\n * called `name`; with neither, a new one, which is also the default when the\n * site reads no active pipeline yet (the board's seed would have made it so)\n * or when asked.\n */\nexport function planCrmPipelineSetup(\n  setup: CrmPipelineSetup,\n  pipelines: readonly PipelineDoc[],\n  context: PipelineWriteContext,\n): CrmPipelineSetupPlan {\n  const active = activePipelines(pipelines)\n  const named = (name: string | null) => (name ? active.find((one) => same(String(one.name ?? ''), name)) : undefined)\n  const target = named(setup.renameFrom) ?? named(setup.name)\n  const defaultsOff = (keep: string | null) =>\n    active.filter((one) => one.isDefault && one.$id !== keep).map((one) => one.$id)\n\n  if (!target) {\n    const problem = pipelineNameProblem(setup.name, pipelines)\n    if (problem) return { kind: 'refuse', error: problem }\n    // Stages asked for replace the default open stages; none asked keeps\n    // them all, as the console's New pipeline does.\n    const stages = mergeCrmSetupStages(\n      setup.stages.length ? DEFAULT_DEAL_STAGES.filter((stage) => stage.kind !== 'open') : DEFAULT_DEAL_STAGES,\n      setup,\n    )\n    const invalid = stagesProblem(stages)\n    if (invalid) return { kind: 'refuse', error: invalid }\n    const isDefault = setup.makeDefault || active.length === 0\n    return {\n      kind: 'create',\n      document: { ...newPipelineDocument(setup.name, context), stages, isDefault },\n      defaultsOff: isDefault ? defaultsOff(null) : [],\n    }\n  }\n\n  const patch: { name?: string; stages?: CrmDealStage[]; isDefault?: true } = {}\n  // A name that differs only in case is the same pipeline, and keeps its own.\n  if (!same(String(target.name ?? ''), setup.name)) {\n    const problem = pipelineNameProblem(setup.name, pipelines, target.$id)\n    if (problem) return { kind: 'refuse', error: problem }\n    patch.name = setup.name\n  }\n  const current = sortedStages(target)\n  const stages = mergeCrmSetupStages(current, setup)\n  const invalid = stagesProblem(stages)\n  if (invalid) return { kind: 'refuse', error: invalid }\n  if (JSON.stringify(stages) !== JSON.stringify(renumberStages(current))) patch.stages = stages\n  if (setup.makeDefault && !target.isDefault) patch.isDefault = true\n  return {\n    kind: 'update',\n    id: target.$id,\n    name: patch.name ?? target.name,\n    patch,\n    defaultsOff: patch.isDefault ? defaultsOff(target.$id) : [],\n  }\n}\n\n/** What a pipeline's writer reports: its open stages in order, and its closing stages. */\nexport function crmPipelineSetupFacts(stages: readonly CrmDealStage[]): Readonly<Record<string, unknown>> {\n  const sorted = sortedStages({ stages: [...stages] })\n  return {\n    stages: sorted.filter((stage) => stage.kind === 'open').map((stage) => `${stage.name} (${stage.probability}%)`),\n    wonStage: sorted.find((stage) => stage.kind === 'won')?.name ?? null,\n    lostStage: sorted.find((stage) => stage.kind === 'lost')?.name ?? null,\n  }\n}\n\n// ── Custom fields ─────────────────────────────────────────────────────────\n\n/** The resource the CRM's custom field writer is registered under. */\nexport const CRM_FIELD_SETUP_RESOURCE = 'crm-field'\n\n/** How many choices a Choice field may declare, and how long each and a label may be: the field drawer's. */\nexport const CRM_FIELD_OPTIONS_MAX = 50\nexport const CRM_FIELD_OPTION_MAX_LENGTH = 120\nexport const CRM_FIELD_LABEL_MAX_LENGTH = 80\n\n/** One choice per entry, trimmed, blanks dropped, duplicates collapsed, at most the drawer's count. */\nexport function crmFieldOptions(entries: readonly string[]): string[] {\n  const seen = new Set<string>()\n  const options: string[] = []\n  for (const entry of entries) {\n    const option = String(entry ?? '').trim().slice(0, CRM_FIELD_OPTION_MAX_LENGTH)\n    if (!option || seen.has(option)) continue\n    seen.add(option)\n    options.push(option)\n    if (options.length >= CRM_FIELD_OPTIONS_MAX) break\n  }\n  return options\n}\n\n/** A custom field as one ask states it, once read. */\nexport interface CrmFieldSetup {\n  object: CrmFieldObject\n  label: string\n  /** The key its values are stored under, derived from the label. */\n  key: string\n  type: ContactFieldType\n  /** The choices, for `select`; empty otherwise. */\n  options: string[]\n  required: boolean\n}\n\n/** A field's content, read and judged. Pure. */\nexport function readCrmFieldSetup(\n  content: Readonly<Record<string, unknown>>,\n): { ok: true; value: CrmFieldSetup } | { ok: false; problems: string[] } {\n  const problems: string[] = []\n  const object = content['object']\n  if (!isCrmFieldObject(object)) problems.push(`A field describes one of ${CRM_FIELD_OBJECTS.join(', ')}.`)\n  const type = content['type']\n  if (!isContactFieldType(type)) problems.push(`A field's type is one of ${CONTACT_FIELD_TYPES.join(', ')}.`)\n  const label = text(content['label'])\n  const key = normalizeContactFieldKey(label)\n  if (!label) problems.push('A field needs a label.')\n  else if (label.length > CRM_FIELD_LABEL_MAX_LENGTH) {\n    problems.push(`A field's label is at most ${CRM_FIELD_LABEL_MAX_LENGTH} characters.`)\n  } else if (!key) problems.push('A field’s label needs a letter to make its key from.')\n  const listed = Array.isArray(content['options']) ? content['options'].filter((one): one is string => typeof one === 'string') : []\n  const options = type === 'select' ? crmFieldOptions(listed) : []\n  if (type === 'select' && !options.length) problems.push('A Choice field needs its choices.')\n  if (problems.length) return { ok: false, problems }\n  return {\n    ok: true,\n    value: {\n      object: object as CrmFieldObject,\n      label,\n      key: key as string,\n      type: type as ContactFieldType,\n      options,\n      required: content['required'] === true,\n    },\n  }\n}\n\n/** The `crm-field` writer's check: whether the content is a field ask, with the key it derives. Pure. */\nexport function checkCrmFieldSetup(content: Readonly<Record<string, unknown>>): PluginDraftCheck {\n  const read = readCrmFieldSetup(content)\n  if (read.ok === false) return { ok: false, problems: read.problems }\n  return { ok: true, facts: { object: read.value.object, key: read.value.key, type: read.value.type } }\n}\n\n/** A stored definition, as the writer reads one: its document id beside it. */\nexport type CrmFieldDefinitionDoc = ContactFieldDefinition & { $id: string }\n\n/** What saving a field ask comes to against every definition the org holds. */\nexport type CrmFieldSetupPlan =\n  | { kind: 'create'; document: Record<string, unknown> }\n  /** The field exists; `options` are the choices its Choice list gains, empty when none. */\n  | { kind: 'existing'; id: string; label: string; options: string[] }\n  | { kind: 'refuse'; status: 403 | 409; error: string }\n\n/**\n * Create the field, or find it. Pure.\n *\n * An active field on the same object with the same label or key is the\n * field: a re-run makes nothing, and a Choice field gains only the choices it\n * lacks. A retired field keeps its key, as the drawer says, so a key a\n * retired field holds is refused rather than reused — its old values would\n * read back as the new field's. The org's ceiling counts every definition,\n * retired ones included, as the Fields section's read does.\n */\nexport function planCrmFieldSetup(\n  setup: CrmFieldSetup,\n  definitions: readonly CrmFieldDefinitionDoc[],\n  context: { hostId: string; now: Date; visibleTo: readonly string[] },\n): CrmFieldSetupPlan {\n  const ofObject = fieldDefinitionsForObject(definitions, setup.object)\n  const match = ofObject.find(\n    (one) => !one.retiredAt && (same(String(one.label ?? ''), setup.label) || one.key === setup.key),\n  )\n  if (match) {\n    const missing =\n      match.type === 'select' && setup.type === 'select'\n        ? setup.options.filter((option) => !(match.options ?? []).includes(option))\n        : []\n    const room = Math.max(0, CRM_FIELD_OPTIONS_MAX - (match.options ?? []).length)\n    return { kind: 'existing', id: match.$id, label: match.label, options: missing.slice(0, room) }\n  }\n  const retired = ofObject.find((one) => one.retiredAt && one.key === setup.key)\n  if (retired) {\n    return {\n      kind: 'refuse',\n      status: 409,\n      error:\n        `A retired ${CRM_FIELD_OBJECT_LABELS[setup.object].toLowerCase()} field, “${retired.label}”, keeps the key ` +\n        `“${setup.key}”. Restore it in CRM → Fields, or give this field another name.`,\n    }\n  }\n  if (definitions.length >= CONTACT_FIELDS_MAX_PER_ORG) {\n    return {\n      kind: 'refuse',\n      status: 403,\n      error: `An organization keeps at most ${CONTACT_FIELDS_MAX_PER_ORG} custom fields. 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package/src/lib/server/crm-setup-ai-capabilities.d.ts

@@ -0,0 +1,55 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { type PluginAiCapability, type PluginAiCapabilityArgs } from '@aglyn/aglyn/plugin-manager/plugin-ai-capabilities';
+/**
+ * WHAT AN AI BUILD CAN SET UP IN THE CRM (AGL-3746): a deal pipeline with its
+ * stages, and a custom field on a contact, company, deal or lead.
+ *
+ * The capabilities the AI plugin's build planner offers for "set up a sales
+ * pipeline for my agency: Discovery, Proposal, Negotiation, Won/Lost" or
+ * "add a Budget field to deals". Each item is written by this plugin's
+ * `crm-pipeline` or `crm-field` writer, so every rule is the writer's and the
+ * console's: the `crm` plan feature, an owner, admin or editor with
+ * `data.manage`, the scope, `stagesProblem`, the field types and the org's
+ * 100-field ceiling. Both are saved live, as the console saves them (`live`):
+ * neither has a draft state. Matched by name, so asking again changes
+ * nothing twice.
+ *
+ * The arguments are flat, as the contract requires, and are the setup's own
+ * fields; the planner fills them, so no model runs (`estimateCredits` 0). No
+ * page block shows either, so neither changes what a visitor sees.
+ *
+ * A Salesforce "opportunity" is a deal here and an "account" a company; the
+ * descriptions say so, since a request may use either word.
+ */
+/** The operations' names in a build plan. */
+export declare const CRM_PIPELINE_AI_OP = "crm-pipeline";
+export declare const CRM_FIELD_AI_OP = "crm-field";
+/** How many of each one build may set up. */
+export declare const CRM_PIPELINE_AI_MAX_PER_PLAN = 3;
+export declare const CRM_FIELD_AI_MAX_PER_PLAN = 12;
+/** The pipeline writer's content for an item: its arguments, as they are. Pure. */
+export declare function crmPipelineSetupContentFromArgs(args: PluginAiCapabilityArgs): Readonly<Record<string, unknown>>;
+/** The field writer's content for an item: its arguments, as they are. Pure. */
+export declare function crmFieldSetupContentFromArgs(args: PluginAiCapabilityArgs): Readonly<Record<string, unknown>>;
+export declare const crmPipelineAiCapability: PluginAiCapability;
+export declare const crmFieldAiCapability: PluginAiCapability;
+/**
+ * Registers both capabilities; the console-server declarations call it beside
+ * the writers, since only the console runs AI jobs (AGL-3026). Idempotent.
+ */
+export declare function registerCrmSetupAiCapabilities(): void;