@aglyn/plugins-crm 1.0.0-beta.244 → 1.0.0-beta.247

package/src/lib/server/crm-setup-writers.server.js

@@ -0,0 +1,492 @@
+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.
+ */ import { consentGroupForHost } from "@aglyn/aglyn/app-utils/consent-groups";
+import { CONTACT_FIELDS_MAX_PER_ORG } from "@aglyn/aglyn/app-utils/contact-custom-fields";
+import { CRM_COLLECTIONS, crmPicklistDefinition, crmReadTokens, crmScopeTokens, effectiveCrmPicklist, normalizeCrmPicklist } from "@aglyn/aglyn/app-utils/crm";
+import { memberCanSee } from "@aglyn/aglyn/app-utils/organizations";
+import { checkEntitlement } from "@aglyn/aglyn/app-utils/plan-entitlements";
+import { newResourceScopeFields, ORG_SCOPE_TOKEN } from "@aglyn/aglyn/app-utils/scope-tokens";
+import { firebaseAdmin } from "@aglyn/tenant-data-admin";
+import { memberHasOrgPermission, resolveOrgIdForHost, resolveOrgMembership } from "@aglyn/tenant-data-admin/server/organizations";
+import { FieldPath, FieldValue } from "firebase-admin/firestore";
+import { checkCrmPicklistValuesSetup, CRM_CUSTOM_CHOICE_LIST, crmPicklistValuesName, planCrmCustomChoiceValues, planCrmPicklistValues, readCrmPicklistValuesSetup } from "../model/crm-picklist-setup-content.js";
+import { checkCrmFieldSetup, checkCrmPipelineSetup, crmPipelineSetupFacts, planCrmFieldSetup, planCrmPipelineSetup, readCrmFieldSetup, readCrmPipelineSetup } from "../model/crm-setup-content.js";
+import { picklistKeepsGroups } from "../model/picklist-values.js";
+import { picklistGroupOf, regroupEverywhere } from "./picklist-regroup.js";
+import { crmSuiteRefusalMessage } from "./suite-gate.js";
+/** The refusals, in the console's and the routes' words. */ export const CRM_SETUP_ROLE_REFUSAL = 'Editing the CRM requires the editor role';
+export const CRM_SETUP_PERMISSION_REFUSAL = 'Your organization role does not allow editing organization data';
+export const CRM_SETUP_SCOPE_REFUSAL = 'Your access to this organization does not reach that site';
+export const CRM_SETUP_FIELD_SCOPE_REFUSAL = 'Custom fields are organization-wide, and your access reaches only some sites';
+export const CRM_SETUP_PICKLIST_SCOPE_REFUSAL = 'Picklists are organization-wide, and your access reaches only some sites';
+/** Roles allowed to write the CRM's setup — the rules' `canWriteOrgData()`. */ const WRITER_ROLES = new Set([
+    'owner',
+    'admin',
+    'editor'
+]);
+/** The most pipelines one site's read returns, as the board reads them. */ const PIPELINE_READ_LIMIT = 50;
+/** The org subcollection each picklist target's records live in. */ const TARGET_COLLECTIONS = {
+    contact: 'contacts',
+    lead: 'leads',
+    company: CRM_COLLECTIONS.companies,
+    deal: CRM_COLLECTIONS.deals,
+    task: CRM_COLLECTIONS.tasks
+};
+async function platformMember(uid, orgId) {
+    var _member_role;
+    const membership = await resolveOrgMembership(uid, orgId);
+    const member = membership == null ? void 0 : membership.member;
+    if (!member) return null;
+    return {
+        role: String((_member_role = member.role) != null ? _member_role : ''),
+        canManageData: await memberHasOrgPermission(orgId, member, 'data.manage'),
+        member: member
+    };
+}
+/** The CRM's collections over the Admin SDK. */ export function adminCrmSetupStore(firestore = ()=>firebaseAdmin.app().firestore()) {
+    const org = (orgId)=>firestore().collection('orgs').doc(orgId);
+    const pipelinesOf = (orgId)=>org(orgId).collection(CRM_COLLECTIONS.pipelines);
+    const fieldsOf = (orgId)=>org(orgId).collection(CRM_COLLECTIONS.contactFields);
+    const withId = (snap)=>_extends({}, snap.data(), {
+            $id: snap.id
+        });
+    return {
+        pipelines: async (orgId, readTokens)=>{
+            const snap = await pipelinesOf(orgId).where('visibleTo', 'array-contains-any', [
+                ...readTokens
+            ]).orderBy(FieldPath.documentId()).limit(PIPELINE_READ_LIMIT).get();
+            return snap.docs.map((one)=>withId(one));
+        },
+        pipeline: async (orgId, id)=>{
+            const snap = await pipelinesOf(orgId).doc(id).get();
+            return snap.exists ? withId(snap) : null;
+        },
+        savePipeline: async (orgId, write, now)=>{
+            const batch = firestore().batch();
+            const ref = pipelinesOf(orgId).doc(write.id);
+            if (write.create) batch.create(ref, write.create);
+            else if (write.update) batch.update(ref, _extends({}, write.update, {
+                updatedAt: now
+            }));
+            for (const id of write.defaultsOff){
+                batch.update(pipelinesOf(orgId).doc(id), {
+                    isDefault: false,
+                    updatedAt: now
+                });
+            }
+            await batch.commit();
+        },
+        fields: async (orgId)=>{
+            const snap = await fieldsOf(orgId).limit(CONTACT_FIELDS_MAX_PER_ORG + 1).get();
+            return snap.docs.map((one)=>withId(one));
+        },
+        field: async (orgId, id)=>{
+            const snap = await fieldsOf(orgId).doc(id).get();
+            return snap.exists ? withId(snap) : null;
+        },
+        createField: async (orgId, id, document)=>{
+            await fieldsOf(orgId).doc(id).create(document);
+        },
+        setFieldOptions: async (orgId, id, options, now)=>{
+            await fieldsOf(orgId).doc(id).update({
+                options,
+                updatedAt: now
+            });
+        },
+        picklist: async (orgId, id)=>{
+            var _snap_data;
+            const snap = await org(orgId).collection(CRM_COLLECTIONS.picklists).doc(id).get();
+            return snap.exists ? (_snap_data = snap.data()) != null ? _snap_data : {} : null;
+        },
+        changePicklist: async (orgId, id, change, stamp)=>{
+            const ref = org(orgId).collection(CRM_COLLECTIONS.picklists).doc(id);
+            return firestore().runTransaction(async (transaction)=>{
+                var _snap_data;
+                const snap = await transaction.get(ref);
+                const stored = snap.exists ? (_snap_data = snap.data()) != null ? _snap_data : {} : null;
+                const { write, result } = change(stored);
+                if (write) {
+                    // The stamp the console's first write gives an org-wide CRM document.
+                    const created = normalizeCrmPicklist(stored) === null;
+                    transaction.set(ref, _extends({
+                        values: write.values,
+                        defaultValueId: write.defaultValueId,
+                        updatedAt: FieldValue.serverTimestamp()
+                    }, created ? _extends({
+                        hostId: stamp.hostId,
+                        createdAt: FieldValue.serverTimestamp()
+                    }, newResourceScopeFields([
+                        ORG_SCOPE_TOKEN
+                    ])) : {}), {
+                        merge: true
+                    });
+                }
+                return result;
+            });
+        },
+        regroup: (orgId, object, target, label, group)=>regroupEverywhere(firestore(), org(orgId).collection(TARGET_COLLECTIONS[object]), target, label, group)
+    };
+}
+/** The scope a pipeline made from this site is stamped with: the board seed's. */ function pipelineScope(context) {
+    var _context_org;
+    const org = (_context_org = context.org) != null ? _context_org : null;
+    return crmScopeTokens(org, consentGroupForHost(org, context.hostId));
+}
+/** What a pipeline's board at this site reads: the org's rows and the site group's. */ function pipelineReadTokens(context) {
+    var _context_org;
+    const org = (_context_org = context.org) != null ? _context_org : null;
+    return crmReadTokens(consentGroupForHost(org, context.hostId));
+}
+function pipelineRecord(pipeline) {
+    var _pipeline_name, _pipeline_stages;
+    return {
+        id: pipeline.$id,
+        name: String((_pipeline_name = pipeline.name) != null ? _pipeline_name : ''),
+        versionId: null,
+        facts: crmPipelineSetupFacts((_pipeline_stages = pipeline.stages) != null ? _pipeline_stages : [])
+    };
+}
+function fieldRecord(field) {
+    var _field_label, _field_object;
+    return {
+        id: field.$id,
+        name: String((_field_label = field.label) != null ? _field_label : ''),
+        versionId: null,
+        facts: _extends({
+            object: (_field_object = field.object) != null ? _field_object : 'contact',
+            key: field.key,
+            type: field.type
+        }, field.options ? {
+            options: field.options
+        } : {}, field.currency ? {
+            currency: field.currency
+        } : {})
+    };
+}
+function createCrmSetupGate(deps) {
+    var _deps_orgIdForHost, _deps_member;
+    const orgIdForHost = (_deps_orgIdForHost = deps.orgIdForHost) != null ? _deps_orgIdForHost : (hostId)=>resolveOrgIdForHost(hostId);
+    const memberOf = (_deps_member = deps.member) != null ? _deps_member : platformMember;
+    /** Everything but the scope: the site is the org's, the plan, the member's role and permission. */ return async (context, scope, scopeRefusal)=>{
+        if (await orgIdForHost(context.hostId) !== context.orgId) return {
+            status: 404,
+            error: 'Unknown site'
+        };
+        if (!checkEntitlement(context.org, 'crm')) {
+            return {
+                status: 403,
+                error: crmSuiteRefusalMessage('Setting up the CRM')
+            };
+        }
+        const member = await memberOf(context.uid, context.orgId);
+        if (!member || !WRITER_ROLES.has(member.role) || member.member['orgSuspended'] === true) {
+            return {
+                status: 403,
+                error: CRM_SETUP_ROLE_REFUSAL
+            };
+        }
+        if (!member.canManageData) return {
+            status: 403,
+            error: CRM_SETUP_PERMISSION_REFUSAL
+        };
+        if (!memberCanSee(member.member, scope)) return {
+            status: 403,
+            error: scopeRefusal
+        };
+        return null;
+    };
+}
+/** The `crm-pipeline` writer: creates or brings a pipeline to the ask. */ export function createCrmPipelineSetupWriter(deps = {}) {
+    var _deps_store, _deps_orgIdForHost;
+    const store = (_deps_store = deps.store) != null ? _deps_store : adminCrmSetupStore();
+    const orgIdForHost = (_deps_orgIdForHost = deps.orgIdForHost) != null ? _deps_orgIdForHost : (hostId)=>resolveOrgIdForHost(hostId);
+    const gate = createCrmSetupGate(deps);
+    return {
+        refusal: (context)=>gate(context, pipelineScope(context), CRM_SETUP_SCOPE_REFUSAL),
+        check: (content)=>checkCrmPipelineSetup(content),
+        read: async ({ hostId, id })=>{
+            const orgId = await orgIdForHost(hostId);
+            const pipeline = orgId ? await store.pipeline(orgId, id) : null;
+            return pipeline ? pipelineRecord(pipeline) : null;
+        },
+        write: async (request)=>{
+            const read = readCrmPipelineSetup(request.content);
+            if (read.ok === false) return {
+                ok: false,
+                status: 400,
+                error: read.problems[0]
+            };
+            const visibleTo = pipelineScope(request);
+            const refused = await gate(request, visibleTo, CRM_SETUP_SCOPE_REFUSAL);
+            if (refused) return _extends({
+                ok: false
+            }, refused);
+            // Asked again under the same id: the pipeline it already made.
+            const made = await store.pipeline(request.orgId, request.id);
+            if (made) return _extends({
+                ok: true,
+                replayed: true
+            }, pipelineRecord(made));
+            const pipelines = await store.pipelines(request.orgId, pipelineReadTokens(request));
+            const plan = planCrmPipelineSetup(read.value, pipelines, {
+                visibleTo,
+                hostId: request.hostId,
+                uid: request.uid,
+                nowMs: request.now.getTime()
+            });
+            if (plan.kind === 'refuse') return {
+                ok: false,
+                status: 409,
+                error: plan.error
+            };
+            if (plan.kind === 'create') {
+                await store.savePipeline(request.orgId, {
+                    id: request.id,
+                    create: plan.document,
+                    defaultsOff: plan.defaultsOff
+                }, request.now);
+                return _extends({
+                    ok: true,
+                    replayed: false
+                }, pipelineRecord(_extends({}, plan.document, {
+                    $id: request.id
+                })));
+            }
+            const existing = pipelines.find((one)=>one.$id === plan.id);
+            const changed = Object.keys(plan.patch).length > 0 || plan.defaultsOff.length > 0;
+            if (changed) {
+                await store.savePipeline(request.orgId, {
+                    id: plan.id,
+                    update: plan.patch,
+                    defaultsOff: plan.defaultsOff
+                }, request.now);
+            }
+            return _extends({
+                ok: true,
+                replayed: !changed
+            }, pipelineRecord(_extends({}, existing, plan.patch)));
+        }
+    };
+}
+/** The `crm-field` writer: creates a custom field, or finds the one asked for. */ export function createCrmFieldSetupWriter(deps = {}) {
+    var _deps_store, _deps_orgIdForHost;
+    const store = (_deps_store = deps.store) != null ? _deps_store : adminCrmSetupStore();
+    const orgIdForHost = (_deps_orgIdForHost = deps.orgIdForHost) != null ? _deps_orgIdForHost : (hostId)=>resolveOrgIdForHost(hostId);
+    const gate = createCrmSetupGate(deps);
+    const scope = [
+        ORG_SCOPE_TOKEN
+    ];
+    return {
+        refusal: (context)=>gate(context, scope, CRM_SETUP_FIELD_SCOPE_REFUSAL),
+        check: (content)=>checkCrmFieldSetup(content),
+        read: async ({ hostId, id })=>{
+            const orgId = await orgIdForHost(hostId);
+            const field = orgId ? await store.field(orgId, id) : null;
+            return field ? fieldRecord(field) : null;
+        },
+        write: async (request)=>{
+            var _existing_options;
+            const read = readCrmFieldSetup(request.content);
+            if (read.ok === false) return {
+                ok: false,
+                status: 400,
+                error: read.problems[0]
+            };
+            const refused = await gate(request, scope, CRM_SETUP_FIELD_SCOPE_REFUSAL);
+            if (refused) return _extends({
+                ok: false
+            }, refused);
+            const made = await store.field(request.orgId, request.id);
+            if (made) return _extends({
+                ok: true,
+                replayed: true
+            }, fieldRecord(made));
+            const definitions = await store.fields(request.orgId);
+            const plan = planCrmFieldSetup(read.value, definitions, {
+                hostId: request.hostId,
+                now: request.now,
+                visibleTo: scope
+            });
+            if (plan.kind === 'refuse') return {
+                ok: false,
+                status: plan.status,
+                error: plan.error
+            };
+            if (plan.kind === 'create') {
+                await store.createField(request.orgId, request.id, plan.document);
+                return _extends({
+                    ok: true,
+                    replayed: false
+                }, fieldRecord(_extends({}, plan.document, {
+                    $id: request.id
+                })));
+            }
+            const existing = definitions.find((one)=>one.$id === plan.id);
+            if (!plan.options.length) return _extends({
+                ok: true,
+                replayed: true
+            }, fieldRecord(existing));
+            const options = [
+                ...(_existing_options = existing.options) != null ? _existing_options : [],
+                ...plan.options
+            ];
+            await store.setFieldOptions(request.orgId, plan.id, options, request.now);
+            return _extends({
+                ok: true,
+                replayed: false
+            }, fieldRecord(_extends({}, existing, {
+                options
+            })));
+        }
+    };
+}
+export const crmPipelineSetupWriter = createCrmPipelineSetupWriter();
+export const crmFieldSetupWriter = createCrmFieldSetupWriter();
+/*==========================================
+ * PICKLIST VALUES (AGL-3756)
+ *=========================================*/ /** The record id a custom Choice field's values are reported under, beside a picklist's own id. */ const CUSTOM_RECORD_PREFIX = `${CRM_CUSTOM_CHOICE_LIST}:`;
+function picklistRecord(definition, picklist, outcome) {
+    return {
+        id: definition.id,
+        name: crmPicklistValuesName(definition),
+        versionId: null,
+        facts: _extends({
+            list: definition.id,
+            values: picklist.values.filter((value)=>value.active).map((value)=>value.label)
+        }, outcome != null ? outcome : {})
+    };
+}
+function choiceRecord(field, outcome) {
+    var _field_label, _field_object, _field_options;
+    return {
+        id: `${CUSTOM_RECORD_PREFIX}${field.$id}`,
+        name: String((_field_label = field.label) != null ? _field_label : ''),
+        versionId: null,
+        facts: _extends({
+            list: CRM_CUSTOM_CHOICE_LIST,
+            object: (_field_object = field.object) != null ? _field_object : 'contact',
+            values: (_field_options = field.options) != null ? _field_options : []
+        }, outcome != null ? outcome : {})
+    };
+}
+/**
+ * The `crm-picklist-values` writer: adds values to a standard CRM picklist
+ * or a custom Choice field's choices, never removing, renaming, reordering
+ * or reactivating one. Gated as the Fields page is — the `crm` feature, an
+ * owner, admin or editor with `data.manage` — and org-wide, as every
+ * picklist and field document is. A lead source added where records
+ * already hold its label files them under its group (`leadSourceDirection`),
+ * as the console's route does (AGL-3577).
+ */ export function createCrmPicklistValuesSetupWriter(deps = {}) {
+    var _deps_store, _deps_orgIdForHost;
+    const store = (_deps_store = deps.store) != null ? _deps_store : adminCrmSetupStore();
+    const orgIdForHost = (_deps_orgIdForHost = deps.orgIdForHost) != null ? _deps_orgIdForHost : (hostId)=>resolveOrgIdForHost(hostId);
+    const gate = createCrmSetupGate(deps);
+    const scope = [
+        ORG_SCOPE_TOKEN
+    ];
+    return {
+        refusal: (context)=>gate(context, scope, CRM_SETUP_PICKLIST_SCOPE_REFUSAL),
+        check: (content)=>checkCrmPicklistValuesSetup(content),
+        read: async ({ hostId, id })=>{
+            const orgId = await orgIdForHost(hostId);
+            if (!orgId) return null;
+            if (id.startsWith(CUSTOM_RECORD_PREFIX)) {
+                const field = await store.field(orgId, id.slice(CUSTOM_RECORD_PREFIX.length));
+                return field ? choiceRecord(field) : null;
+            }
+            const definition = crmPicklistDefinition(id);
+            if (!definition) return null;
+            const listId = definition.id;
+            return picklistRecord(definition, effectiveCrmPicklist(listId, await store.picklist(orgId, listId)));
+        },
+        write: async (request)=>{
+            const read = readCrmPicklistValuesSetup(request.content);
+            if (read.ok === false) return {
+                ok: false,
+                status: 400,
+                error: read.problems[0]
+            };
+            const refused = await gate(request, scope, CRM_SETUP_PICKLIST_SCOPE_REFUSAL);
+            if (refused) return _extends({
+                ok: false
+            }, refused);
+            const setup = read.value;
+            if (setup.target.kind === 'custom') {
+                const definitions = await store.fields(request.orgId);
+                const plan = planCrmCustomChoiceValues(_extends({}, setup, {
+                    target: setup.target
+                }), definitions);
+                if (plan.ok === false) return {
+                    ok: false,
+                    status: plan.status,
+                    error: plan.error
+                };
+                const field = definitions.find((one)=>one.$id === plan.id);
+                const { added, existing, inactive } = plan;
+                if (added.length) await store.setFieldOptions(request.orgId, plan.id, plan.options, request.now);
+                return _extends({
+                    ok: true,
+                    replayed: added.length === 0
+                }, choiceRecord(_extends({}, field, {
+                    options: plan.options
+                }), {
+                    added,
+                    existing,
+                    inactive
+                }));
+            }
+            const id = setup.target.id;
+            const definition = crmPicklistDefinition(id);
+            const planned = await store.changePicklist(request.orgId, id, (stored)=>{
+                const plan = planCrmPicklistValues(definition, effectiveCrmPicklist(id, stored), setup);
+                return {
+                    write: plan.ok && plan.added.length ? plan.picklist : null,
+                    result: plan
+                };
+            }, {
+                hostId: request.hostId
+            });
+            if (planned.ok === false) return {
+                ok: false,
+                status: 409,
+                error: planned.error
+            };
+            // Records that already hold an added label take its group (AGL-3577).
+            if (planned.added.length && picklistKeepsGroups(definition)) {
+                for (const target of definition.targets){
+                    if (!target.groupField || target.facet || target.arrayKey) continue;
+                    for (const label of planned.added){
+                        await store.regroup(request.orgId, target.object, target, label, picklistGroupOf(planned.picklist, label));
+                    }
+                }
+            }
+            const { added, existing, inactive } = planned;
+            return _extends({
+                ok: true,
+                replayed: added.length === 0
+            }, picklistRecord(definition, planned.picklist, {
+                added,
+                existing,
+                inactive
+            }));
+        }
+    };
+}
+export const crmPicklistValuesSetupWriter = createCrmPicklistValuesSetupWriter();
+
+//# sourceMappingURL=crm-setup-writers.server.js.map

package/src/lib/server/crm-setup-writers.server.js.map

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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/crm-setup-writers.server.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 { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport { CONTACT_FIELDS_MAX_PER_ORG } from '@aglyn/aglyn/app-utils/contact-custom-fields'\nimport {\n  CRM_COLLECTIONS,\n  type CrmPicklist,\n  type CrmPicklistDefinition,\n  type CrmPicklistId,\n  type CrmPicklistObject,\n  type CrmPicklistTarget,\n  crmPicklistDefinition,\n  crmReadTokens,\n  crmScopeTokens,\n  effectiveCrmPicklist,\n  normalizeCrmPicklist,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { memberCanSee } from '@aglyn/aglyn/app-utils/organizations'\nimport { checkEntitlement } from '@aglyn/aglyn/app-utils/plan-entitlements'\nimport { newResourceScopeFields, ORG_SCOPE_TOKEN } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport type {\n  PluginDraftContext,\n  PluginDraftRecord,\n  PluginDraftRefusal,\n  PluginDraftWrite,\n  PluginResourceDraftWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-resource-drafts'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport {\n  memberHasOrgPermission,\n  resolveOrgIdForHost,\n  resolveOrgMembership,\n} from '@aglyn/tenant-data-admin/server/organizations'\nimport { FieldPath, FieldValue } from 'firebase-admin/firestore'\nimport {\n  checkCrmPicklistValuesSetup,\n  CRM_CUSTOM_CHOICE_LIST,\n  type CrmPicklistValuesOutcome,\n  crmPicklistValuesName,\n  planCrmCustomChoiceValues,\n  planCrmPicklistValues,\n  readCrmPicklistValuesSetup,\n} from '../model/crm-picklist-setup-content'\nimport {\n  checkCrmFieldSetup,\n  checkCrmPipelineSetup,\n  type CrmFieldDefinitionDoc,\n  crmPipelineSetupFacts,\n  planCrmFieldSetup,\n  planCrmPipelineSetup,\n  readCrmFieldSetup,\n  readCrmPipelineSetup,\n} from '../model/crm-setup-content'\nimport type { PipelineDoc } from '../model/deal-board-model'\nimport { picklistKeepsGroups } from '../model/picklist-values'\nimport { picklistGroupOf, regroupEverywhere } from './picklist-regroup'\nimport { crmSuiteRefusalMessage } from './suite-gate'\n\n/**\n * THE CRM'S SETUP WRITERS (AGL-3746): a deal pipeline and a custom field,\n * saved for another plugin — Aglyn AI's build — under the CRM's rules.\n *\n * Registered on the core's resource-drafts seam as `crm-pipeline` and\n * `crm-field`. Neither is a draft: a pipeline and a field have no draft\n * state, and the console saves both live, so these do too, and their AI\n * capabilities say so (`live`). What they write is exactly what the\n * console's Pipelines dialog and Fields section write\n * (`model/crm-setup-content.ts`), and they admit exactly whom the Firestore\n * rules admit for those writes, since the Admin SDK passes the rules by:\n *\n *  - THE SITE is the org's, and THE PLAN carries the CRM (`crm`, Starter and\n *    up — `orgCarriesCrmSuite`), refused in the suite gate's words;\n *  - THE MEMBER is an owner, admin or editor (`canWriteOrgData`) whose org\n *    access is not suspended, holding `data.manage`, the key the whole CRM\n *    is gated on;\n *  - THE SCOPE is one the member can create in (`canCreateScoped`): a\n *    pipeline is stamped as the board's seed stamps it from this site\n *    (`crmScopeTokens`), a field org-wide, which only an org-wide member\n *    reaches.\n *\n * Idempotent: the job's attempt key is a new pipeline's or field's id, and\n * an existing pipeline, stage or field is matched by name (see the model),\n * so asking again changes nothing.\n */\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** The refusals, in the console's and the routes' words. */\nexport const CRM_SETUP_ROLE_REFUSAL = 'Editing the CRM requires the editor role'\nexport const CRM_SETUP_PERMISSION_REFUSAL = 'Your organization role does not allow editing organization data'\nexport const CRM_SETUP_SCOPE_REFUSAL = 'Your access to this organization does not reach that site'\nexport const CRM_SETUP_FIELD_SCOPE_REFUSAL = 'Custom fields are organization-wide, and your access reaches only some sites'\nexport const CRM_SETUP_PICKLIST_SCOPE_REFUSAL = 'Picklists are organization-wide, and your access reaches only some sites'\n\n/** Roles allowed to write the CRM's setup — the rules' `canWriteOrgData()`. */\nconst WRITER_ROLES = new Set(['owner', 'admin', 'editor'])\n\n/** The most pipelines one site's read returns, as the board reads them. */\nconst PIPELINE_READ_LIMIT = 50\n\n/** Who the member is in the org, as the writers ask. */\nexport interface CrmSetupMember {\n  role: string\n  canManageData: boolean\n  /** The membership itself, for its reach and whether it is suspended. */\n  member: Readonly<Record<string, unknown>>\n}\n\n/** The reads and writes the writers make, over the Admin SDK unless a spec hands in its own. */\nexport interface CrmSetupStore {\n  /** The pipelines readable under these scope tokens. */\n  pipelines(orgId: string, readTokens: readonly string[]): Promise<PipelineDoc[]>\n  pipeline(orgId: string, id: string): Promise<PipelineDoc | null>\n  /** One batch: the new or changed pipeline, and the default flag off the others. */\n  savePipeline(\n    orgId: string,\n    write: { id: string; create?: Record<string, unknown>; update?: Record<string, unknown>; defaultsOff: string[] },\n    now: Date,\n  ): Promise<void>\n  /** Every definition the org holds, retired ones included, to the ceiling and one past it. */\n  fields(orgId: string): Promise<CrmFieldDefinitionDoc[]>\n  field(orgId: string, id: string): Promise<CrmFieldDefinitionDoc | null>\n  createField(orgId: string, id: string, document: Record<string, unknown>): Promise<void>\n  setFieldOptions(orgId: string, id: string, options: string[], now: Date): Promise<void>\n  /** A picklist's stored document, or `null` for an org that never stored one (AGL-3756). */\n  picklist(orgId: string, id: CrmPicklistId): Promise<Readonly<Record<string, unknown>> | null>\n  /**\n   * Read a picklist and write it back in one transaction, as the console's\n   * route does, so a person editing the list at the same moment is not\n   * overwritten. `change` answers the list to write, or `null` for none.\n   */\n  changePicklist<T>(\n    orgId: string,\n    id: CrmPicklistId,\n    change: (stored: Readonly<Record<string, unknown>> | null) => { write: CrmPicklist | null; result: T },\n    stamp: { hostId: string },\n  ): Promise<T>\n  /** A value's group onto every record of `object` holding `label` (a lead's `leadSourceDirection`). */\n  regroup(orgId: string, object: CrmPicklistObject, target: CrmPicklistTarget, label: string, group: string | null): Promise<number>\n}\n\n/** The org subcollection each picklist target's records live in. */\nconst TARGET_COLLECTIONS: Record<CrmPicklistObject, string> = {\n  contact: 'contacts',\n  lead: 'leads',\n  company: CRM_COLLECTIONS.companies,\n  deal: CRM_COLLECTIONS.deals,\n  task: CRM_COLLECTIONS.tasks,\n}\n\nexport interface CrmSetupWriterDeps {\n  store?: CrmSetupStore\n  /** The org a site belongs to; the platform's lookup otherwise. */\n  orgIdForHost?: (hostId: string) => Promise<string | null>\n  /** The member, or `null` when they are not one; the platform's otherwise. */\n  member?: (uid: string, orgId: string) => Promise<CrmSetupMember | null>\n}\n\nasync function platformMember(uid: string, orgId: string): Promise<CrmSetupMember | null> {\n  const membership = await resolveOrgMembership(uid, orgId)\n  const member = membership?.member\n  if (!member) return null\n  return {\n    role: String(member.role ?? ''),\n    canManageData: await memberHasOrgPermission(orgId, member, 'data.manage'),\n    member: member as unknown as Readonly<Record<string, unknown>>,\n  }\n}\n\n/** The CRM's collections over the Admin SDK. */\nexport function adminCrmSetupStore(firestore: () => Firestore = () => firebaseAdmin.app().firestore() as unknown as Firestore): CrmSetupStore {\n  const org = (orgId: string) => firestore().collection('orgs').doc(orgId)\n  const pipelinesOf = (orgId: string) => org(orgId).collection(CRM_COLLECTIONS.pipelines)\n  const fieldsOf = (orgId: string) => org(orgId).collection(CRM_COLLECTIONS.contactFields)\n  const withId = <T>(snap: FirebaseFirestore.DocumentSnapshot): T => ({ ...(snap.data() as object), $id: snap.id }) as T\n  return {\n    pipelines: async (orgId, readTokens) => {\n      const snap = await pipelinesOf(orgId)\n        .where('visibleTo', 'array-contains-any', [...readTokens])\n        .orderBy(FieldPath.documentId())\n        .limit(PIPELINE_READ_LIMIT)\n        .get()\n      return snap.docs.map((one) => withId<PipelineDoc>(one))\n    },\n    pipeline: async (orgId, id) => {\n      const snap = await pipelinesOf(orgId).doc(id).get()\n      return snap.exists ? withId<PipelineDoc>(snap) : null\n    },\n    savePipeline: async (orgId, write, now) => {\n      const batch = firestore().batch()\n      const ref = pipelinesOf(orgId).doc(write.id)\n      if (write.create) batch.create(ref, write.create)\n      else if (write.update) batch.update(ref, { ...write.update, updatedAt: now })\n      for (const id of write.defaultsOff) {\n        batch.update(pipelinesOf(orgId).doc(id), { isDefault: false, updatedAt: now })\n      }\n      await batch.commit()\n    },\n    fields: async (orgId) => {\n      const snap = await fieldsOf(orgId).limit(CONTACT_FIELDS_MAX_PER_ORG + 1).get()\n      return snap.docs.map((one) => withId<CrmFieldDefinitionDoc>(one))\n    },\n    field: async (orgId, id) => {\n      const snap = await fieldsOf(orgId).doc(id).get()\n      return snap.exists ? withId<CrmFieldDefinitionDoc>(snap) : null\n    },\n    createField: async (orgId, id, document) => {\n      await fieldsOf(orgId).doc(id).create(document)\n    },\n    setFieldOptions: async (orgId, id, options, now) => {\n      await fieldsOf(orgId).doc(id).update({ options, updatedAt: now })\n    },\n    picklist: async (orgId, id) => {\n      const snap = await org(orgId).collection(CRM_COLLECTIONS.picklists).doc(id).get()\n      return snap.exists ? ((snap.data() ?? {}) as Record<string, unknown>) : null\n    },\n    changePicklist: async (orgId, id, change, stamp) => {\n      const ref = org(orgId).collection(CRM_COLLECTIONS.picklists).doc(id)\n      return firestore().runTransaction(async (transaction) => {\n        const snap = await transaction.get(ref)\n        const stored = snap.exists ? ((snap.data() ?? {}) as Record<string, unknown>) : null\n        const { write, result } = change(stored)\n        if (write) {\n          // The stamp the console's first write gives an org-wide CRM document.\n          const created = normalizeCrmPicklist(stored) === null\n          transaction.set(\n            ref,\n            {\n              values: write.values,\n              defaultValueId: write.defaultValueId,\n              updatedAt: FieldValue.serverTimestamp(),\n              ...(created\n                ? { hostId: stamp.hostId, createdAt: FieldValue.serverTimestamp(), ...newResourceScopeFields([ORG_SCOPE_TOKEN]) }\n                : {}),\n            },\n            { merge: true },\n          )\n        }\n        return result\n      })\n    },\n    regroup: (orgId, object, target, label, group) =>\n      regroupEverywhere(firestore(), org(orgId).collection(TARGET_COLLECTIONS[object]), target, label, group),\n  }\n}\n\n/** The scope a pipeline made from this site is stamped with: the board seed's. */\nfunction pipelineScope(context: Pick<PluginDraftContext, 'org' | 'hostId'>): string[] {\n  const org = (context.org ?? null) as Record<string, unknown> | null\n  return crmScopeTokens(org, consentGroupForHost(org, context.hostId))\n}\n\n/** What a pipeline's board at this site reads: the org's rows and the site group's. */\nfunction pipelineReadTokens(context: Pick<PluginDraftContext, 'org' | 'hostId'>): string[] {\n  const org = (context.org ?? null) as Record<string, unknown> | null\n  return crmReadTokens(consentGroupForHost(org, context.hostId))\n}\n\nfunction pipelineRecord(pipeline: PipelineDoc): PluginDraftRecord {\n  return { id: pipeline.$id, name: String(pipeline.name ?? ''), versionId: null, facts: crmPipelineSetupFacts(pipeline.stages ?? []) }\n}\n\nfunction fieldRecord(field: CrmFieldDefinitionDoc): PluginDraftRecord {\n  return {\n    id: field.$id,\n    name: String(field.label ?? ''),\n    versionId: null,\n    facts: {\n      object: field.object ?? 'contact',\n      key: field.key,\n      type: field.type,\n      ...(field.options ? { options: field.options } : {}),\n      ...(field.currency ? { currency: field.currency } : {}),\n    },\n  }\n}\n\nfunction createCrmSetupGate(deps: CrmSetupWriterDeps) {\n  const orgIdForHost = deps.orgIdForHost ?? ((hostId: string) => resolveOrgIdForHost(hostId))\n  const memberOf = deps.member ?? platformMember\n  /** Everything but the scope: the site is the org's, the plan, the member's role and permission. */\n  return async (context: PluginDraftContext, scope: readonly string[], scopeRefusal: string): Promise<PluginDraftRefusal | null> => {\n    if ((await orgIdForHost(context.hostId)) !== context.orgId) return { status: 404, error: 'Unknown site' }\n    if (!checkEntitlement(context.org as never, 'crm')) {\n      return { status: 403, error: crmSuiteRefusalMessage('Setting up the CRM') }\n    }\n    const member = await memberOf(context.uid, context.orgId)\n    if (!member || !WRITER_ROLES.has(member.role) || member.member['orgSuspended'] === true) {\n      return { status: 403, error: CRM_SETUP_ROLE_REFUSAL }\n    }\n    if (!member.canManageData) return { status: 403, error: CRM_SETUP_PERMISSION_REFUSAL }\n    if (!memberCanSee(member.member as never, scope)) return { status: 403, error: scopeRefusal }\n    return null\n  }\n}\n\n/** The `crm-pipeline` writer: creates or brings a pipeline to the ask. */\nexport function createCrmPipelineSetupWriter(deps: CrmSetupWriterDeps = {}): PluginResourceDraftWriter {\n  const store = deps.store ?? adminCrmSetupStore()\n  const orgIdForHost = deps.orgIdForHost ?? ((hostId: string) => resolveOrgIdForHost(hostId))\n  const gate = createCrmSetupGate(deps)\n  return {\n    refusal: (context) => gate(context, pipelineScope(context), CRM_SETUP_SCOPE_REFUSAL),\n    check: (content) => checkCrmPipelineSetup(content),\n    read: async ({ hostId, id }) => {\n      const orgId = await orgIdForHost(hostId)\n      const pipeline = orgId ? await store.pipeline(orgId, id) : null\n      return pipeline ? pipelineRecord(pipeline) : null\n    },\n    write: async (request): Promise<PluginDraftWrite> => {\n      const read = readCrmPipelineSetup(request.content)\n      if (read.ok === false) return { ok: false, status: 400, error: read.problems[0] }\n      const visibleTo = pipelineScope(request)\n      const refused = await gate(request, visibleTo, CRM_SETUP_SCOPE_REFUSAL)\n      if (refused) return { ok: false, ...refused }\n      // Asked again under the same id: the pipeline it already made.\n      const made = await store.pipeline(request.orgId, request.id)\n      if (made) return { ok: true, replayed: true, ...pipelineRecord(made) }\n      const pipelines = await store.pipelines(request.orgId, pipelineReadTokens(request))\n      const plan = planCrmPipelineSetup(read.value, pipelines, {\n        visibleTo,\n        hostId: request.hostId,\n        uid: request.uid,\n        nowMs: request.now.getTime(),\n      })\n      if (plan.kind === 'refuse') return { ok: false, status: 409, error: plan.error }\n      if (plan.kind === 'create') {\n        await store.savePipeline(request.orgId, { id: request.id, create: plan.document, defaultsOff: plan.defaultsOff }, request.now)\n        return {\n          ok: true,\n          replayed: false,\n          ...pipelineRecord({ ...(plan.document as unknown as PipelineDoc), $id: request.id }),\n        }\n      }\n      const existing = pipelines.find((one) => one.$id === plan.id) as PipelineDoc\n      const changed = Object.keys(plan.patch).length > 0 || plan.defaultsOff.length > 0\n      if (changed) {\n        await store.savePipeline(request.orgId, { id: plan.id, update: plan.patch, defaultsOff: plan.defaultsOff }, request.now)\n      }\n      return { ok: true, replayed: !changed, ...pipelineRecord({ ...existing, ...plan.patch }) }\n    },\n  }\n}\n\n/** The `crm-field` writer: creates a custom field, or finds the one asked for. */\nexport function createCrmFieldSetupWriter(deps: CrmSetupWriterDeps = {}): PluginResourceDraftWriter {\n  const store = deps.store ?? adminCrmSetupStore()\n  const orgIdForHost = deps.orgIdForHost ?? ((hostId: string) => resolveOrgIdForHost(hostId))\n  const gate = createCrmSetupGate(deps)\n  const scope = [ORG_SCOPE_TOKEN]\n  return {\n    refusal: (context) => gate(context, scope, CRM_SETUP_FIELD_SCOPE_REFUSAL),\n    check: (content) => checkCrmFieldSetup(content),\n    read: async ({ hostId, id }) => {\n      const orgId = await orgIdForHost(hostId)\n      const field = orgId ? await store.field(orgId, id) : null\n      return field ? fieldRecord(field) : null\n    },\n    write: async (request): Promise<PluginDraftWrite> => {\n      const read = readCrmFieldSetup(request.content)\n      if (read.ok === false) return { ok: false, status: 400, error: read.problems[0] }\n      const refused = await gate(request, scope, CRM_SETUP_FIELD_SCOPE_REFUSAL)\n      if (refused) return { ok: false, ...refused }\n      const made = await store.field(request.orgId, request.id)\n      if (made) return { ok: true, replayed: true, ...fieldRecord(made) }\n      const definitions = await store.fields(request.orgId)\n      const plan = planCrmFieldSetup(read.value, definitions, { hostId: request.hostId, now: request.now, visibleTo: scope })\n      if (plan.kind === 'refuse') return { ok: false, status: plan.status, error: plan.error }\n      if (plan.kind === 'create') {\n        await store.createField(request.orgId, request.id, plan.document)\n        return {\n          ok: true,\n          replayed: false,\n          ...fieldRecord({ ...(plan.document as unknown as CrmFieldDefinitionDoc), $id: request.id }),\n        }\n      }\n      const existing = definitions.find((one) => one.$id === plan.id) as CrmFieldDefinitionDoc\n      if (!plan.options.length) return { ok: true, replayed: true, ...fieldRecord(existing) }\n      const options = [...(existing.options ?? []), ...plan.options]\n      await store.setFieldOptions(request.orgId, plan.id, options, request.now)\n      return { ok: true, replayed: false, ...fieldRecord({ ...existing, options }) }\n    },\n  }\n}\n\nexport const crmPipelineSetupWriter = createCrmPipelineSetupWriter()\nexport const crmFieldSetupWriter = createCrmFieldSetupWriter()\n\n/*==========================================\n * PICKLIST VALUES (AGL-3756)\n *=========================================*/\n\n/** The record id a custom Choice field's values are reported under, beside a picklist's own id. */\nconst CUSTOM_RECORD_PREFIX = `${CRM_CUSTOM_CHOICE_LIST}:`\n\nfunction picklistRecord(definition: CrmPicklistDefinition, picklist: CrmPicklist, outcome?: CrmPicklistValuesOutcome): PluginDraftRecord {\n  return {\n    id: definition.id,\n    name: crmPicklistValuesName(definition),\n    versionId: null,\n    facts: {\n      list: definition.id,\n      values: picklist.values.filter((value) => value.active).map((value) => value.label),\n      ...(outcome ?? {}),\n    },\n  }\n}\n\nfunction choiceRecord(field: CrmFieldDefinitionDoc, outcome?: CrmPicklistValuesOutcome): PluginDraftRecord {\n  return {\n    id: `${CUSTOM_RECORD_PREFIX}${field.$id}`,\n    name: String(field.label ?? ''),\n    versionId: null,\n    facts: { list: CRM_CUSTOM_CHOICE_LIST, object: field.object ?? 'contact', values: field.options ?? [], ...(outcome ?? {}) },\n  }\n}\n\n/**\n * The `crm-picklist-values` writer: adds values to a standard CRM picklist\n * or a custom Choice field's choices, never removing, renaming, reordering\n * or reactivating one. Gated as the Fields page is — the `crm` feature, an\n * owner, admin or editor with `data.manage` — and org-wide, as every\n * picklist and field document is. A lead source added where records\n * already hold its label files them under its group (`leadSourceDirection`),\n * as the console's route does (AGL-3577).\n */\nexport function createCrmPicklistValuesSetupWriter(deps: CrmSetupWriterDeps = {}): PluginResourceDraftWriter {\n  const store = deps.store ?? adminCrmSetupStore()\n  const orgIdForHost = deps.orgIdForHost ?? ((hostId: string) => resolveOrgIdForHost(hostId))\n  const gate = createCrmSetupGate(deps)\n  const scope = [ORG_SCOPE_TOKEN]\n  return {\n    refusal: (context) => gate(context, scope, CRM_SETUP_PICKLIST_SCOPE_REFUSAL),\n    check: (content) => checkCrmPicklistValuesSetup(content),\n    read: async ({ hostId, id }) => {\n      const orgId = await orgIdForHost(hostId)\n      if (!orgId) return null\n      if (id.startsWith(CUSTOM_RECORD_PREFIX)) {\n        const field = await store.field(orgId, id.slice(CUSTOM_RECORD_PREFIX.length))\n        return field ? choiceRecord(field) : null\n      }\n      const definition = crmPicklistDefinition(id)\n      if (!definition) return null\n      const listId = definition.id as CrmPicklistId\n      return picklistRecord(definition, effectiveCrmPicklist(listId, await store.picklist(orgId, listId)))\n    },\n    write: async (request): Promise<PluginDraftWrite> => {\n      const read = readCrmPicklistValuesSetup(request.content)\n      if (read.ok === false) return { ok: false, status: 400, error: read.problems[0] }\n      const refused = await gate(request, scope, CRM_SETUP_PICKLIST_SCOPE_REFUSAL)\n      if (refused) return { ok: false, ...refused }\n      const setup = read.value\n\n      if (setup.target.kind === 'custom') {\n        const definitions = await store.fields(request.orgId)\n        const plan = planCrmCustomChoiceValues({ ...setup, target: setup.target }, definitions)\n        if (plan.ok === false) return { ok: false, status: plan.status, error: plan.error }\n        const field = definitions.find((one) => one.$id === plan.id) as CrmFieldDefinitionDoc\n        const { added, existing, inactive } = plan\n        if (added.length) await store.setFieldOptions(request.orgId, plan.id, plan.options, request.now)\n        return {\n          ok: true,\n          replayed: added.length === 0,\n          ...choiceRecord({ ...field, options: plan.options }, { added, existing, inactive }),\n        }\n      }\n\n      const id = setup.target.id\n      const definition = crmPicklistDefinition(id) as CrmPicklistDefinition\n      const planned = await store.changePicklist(\n        request.orgId,\n        id,\n        (stored) => {\n          const plan = planCrmPicklistValues(definition, effectiveCrmPicklist(id, stored), setup)\n          return { write: plan.ok && plan.added.length ? plan.picklist : null, result: plan }\n        },\n        { hostId: request.hostId },\n      )\n      if (planned.ok === false) return { ok: false, status: 409, error: planned.error }\n      // Records that already hold an added label take its group (AGL-3577).\n      if (planned.added.length && picklistKeepsGroups(definition)) {\n        for (const target of definition.targets) {\n          if (!target.groupField || target.facet || target.arrayKey) continue\n          for (const label of planned.added) {\n            await store.regroup(request.orgId, target.object, target, label, picklistGroupOf(planned.picklist, label))\n          }\n        }\n      }\n      const { added, existing, inactive } = planned\n      return { ok: true, replayed: added.length === 0, ...picklistRecord(definition, planned.picklist, { added, existing, inactive }) }\n    },\n  }\n}\n\nexport const crmPicklistValuesSetupWriter = 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package/src/lib/server/picklist-regroup.d.ts

@@ -0,0 +1,30 @@
+/**
+ * @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 CrmPicklist, type CrmPicklistTarget } from '@aglyn/aglyn/app-utils/crm';
+/** The group a label is filed under in `picklist` — `null` for none, or a label it does not hold. */
+export declare function picklistGroupOf(picklist: CrmPicklist, label: string | null): string | null;
+/**
+ * Rewrite a target's GROUP field (AGL-3577) — a lead's
+ * `leadSourceDirection` — on every record holding `label` in any spelling
+ * (by its `keyField`) whose group is not `group` already. Answers how many
+ * were written. The field is derived, like the list keys a restamp writes,
+ * so `updatedAt` is left alone.
+ *
+ * Paged by document id rather than re-run: a record already holding the
+ * group stays in the query's answer.
+ */
+export declare function regroupEverywhere(firestore: FirebaseFirestore.Firestore, records: FirebaseFirestore.CollectionReference, target: CrmPicklistTarget, label: string, group: string | null): Promise<number>;