@aglyn/plugins-crm 1.0.0-beta.246 → 1.0.0-beta.249

package/src/lib/constants/contact-filters.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/contact-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  type ContactFieldDefinition,\n  CRM_CONTACT_VIEW_FIELDS,\n  CRM_FACET_KEY_ANY_GROUP,\n  type CrmFacetKeyField,\n  crmContactCustomColumn,\n  crmFacetKey,\n  crmFacetKeyValue,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { EMAIL_STATE_STATUSES } from '@aglyn/aglyn/app-utils/email-state'\nimport type {\n  ListFilterField,\n  ListFilterRequest,\n} from '@aglyn/shared-util-tools/list-query/list-filter'\nimport type {\n  ListQueryDeclaration,\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} from '../model/crm-list-query'\n\n/*==========================================\n * CONTACTS (`orgs/{orgId}/contacts`, read scoped to a host) — WHAT THE\n * PANEL OFFERS, AND WHAT THE QUERY ASKS (AGL-3321).\n *\n * Every clause and the search word are on the list's one Firestore query,\n * newest change first, paged by it. A contact is one row shared by every\n * holder, and most of what a holder filters by — the owner, the stage, the\n * sources, the company, the tags, a custom value, whether the person has\n * bought — lives on that holder's FACET, a path per holder no index can\n * reach. So every writer stamps `facetKeys` (`crmContactFacetKeys` in\n * `@aglyn/aglyn`): `{group}:{field}={value}` for each holder's value,\n * `{group}:{field}` for \"has one\", and the same under `*` for any holder.\n * Under a site a facet clause asks the viewing holder's key; at the\n * organization level, any holder's.\n *\n * What one query holds decides the rest:\n *\n *   - ONE array clause. The scope clause (`visibleTo array-contains-any`),\n *     the search (`searchTokens`), a name word (`nameTokens`), a form\n *     (`formIds`) and a facet clause (`facetKeys`) all are one. The search\n *     folds into the scope clause for a reader who may drop it; a facet or\n *     form clause stands in the scope clause's place for that reader, since\n *     only a record the viewing holder keeps carries its key. Two of them\n *     at once is refused by name.\n *   - ONE range. `updatedAt`, the field the list is ordered by, composes\n *     with anything; Created and a name or address prefix order the list by\n *     their own field and so stand alone beside the scope clause\n *     (`contactSoloClause`), served by the `(visibleTo, field)` composites.\n *   - equalities (the address, the site, the verdict, \"No next activity\")\n *     compose freely, one `(field, updatedAt DESC)` composite each.\n *\n * The per-holder FIGURES (orders, lifetime value) live on each holder's\n * facet, where no range reaches — a top-level `ordersCount` was never\n * written — so they offer \"is not empty\" alone: \"has bought\".\n *\n * A collaborator's search is the start of the name (`CONTACT_PREFIX_SEARCH`).\n *=========================================*/\n\n/**\n * A word of the canonical name (`nameTokens`), the whole of it, or its start\n * or end — `nameLower`, which every contact carries, and `nameReversed`.\n */\nconst NAME_FIELD: ListFilterField = {\n  column: 'name',\n  kind: 'text',\n  path: 'name',\n  lowerPath: 'nameLower',\n  tokensPath: 'nameTokens',\n  reversedPath: 'nameReversed',\n  operators: ['contains', 'equals', 'startsWith', 'endsWith'],\n}\n\n/**\n * The address. `normalizeContactEmail` lower-cases before every write, so the\n * stored value IS its own normalized key.\n */\nconst EMAIL_FIELD: ListFilterField = {\n  column: 'email',\n  kind: 'text',\n  path: 'email',\n  lowerPath: 'email',\n  presence: 'always',\n  operators: ['equals', 'startsWith'],\n}\n\n/** When the person was first captured — a range the list is then ordered by. */\nconst CREATED_FIELD: ListFilterField = {\n  column: CRM_CONTACT_VIEW_FIELDS.createdAt,\n  kind: 'date',\n  path: 'createdAt',\n  presence: 'always',\n  operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n}\n\n/**\n * The forms a person came in through — the top-level `formIds` mirror of the\n * interactions' `formId` (AGL-2612), matched whole and as typed because a\n * form id is minted with mixed case. The form's own page links here with its\n * id; nobody types one.\n */\nconst FORM_FIELD: ListFilterField = {\n  column: 'formIds',\n  kind: 'text',\n  path: 'formIds',\n  tokensPath: 'formIds',\n  verbatimTokens: true,\n  operators: ['contains'],\n}\n\n/** The column a contact's lead source filters as (AGL-3511). */\nexport const CONTACT_LEAD_SOURCE_COLUMN = 'leadSource'\n\n/** What the Filters panel offers on a contact, in the grid's grammar. */\nexport const CONTACT_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  NAME_FIELD,\n  EMAIL_FIELD,\n  {\n    // A holder's tags, matched whole and case-insensitively.\n    column: CRM_CONTACT_VIEW_FIELDS.tags,\n    kind: 'exact',\n    path: 'tags',\n    operators: ['contains', 'isAnyOf', 'isNotEmpty'],\n  },\n  FORM_FIELD,\n  { column: 'hostId', kind: 'exact', path: 'hostId', presence: 'always' },\n  // Per-holder figures: \"has bought\", never a range across holders.\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.orders,\n    kind: 'number',\n    path: 'ordersCount',\n    operators: ['isNotEmpty'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.ltv,\n    kind: 'number',\n    path: 'ltvCents',\n    operators: ['isNotEmpty'],\n  },\n  CREATED_FIELD,\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.updatedAt,\n    kind: 'date',\n    path: 'updatedAt',\n    presence: 'always',\n    operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n  },\n  /*\n   * \"No next activity\" (AGL-2661): `nextTaskAtMs == null`, which every\n   * contact carries from its creation until a task is scheduled against it.\n   */\n  {\n    column: 'nextTaskAtMs',\n    kind: 'date',\n    path: 'nextTaskAtMs',\n    presence: 'nullable',\n    storedAs: 'millis',\n    operators: ['isEmpty'],\n  },\n  /*\n   * THE FACET FIELDS (AGL-2617). The values are picked, not typed — a uid\n   * from the roster, a stage from the fixed list, a source from its labels,\n   * a company from the picker — so `equals` and `isAnyOf` are what they\n   * offer; the section supplies the choices. The column names are the\n   * contract `CRM_CONTACT_VIEW_FIELDS` states, because the dynamic-list\n   * translator reads a view by them. The paths are the flattened ROW'S.\n   */\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.owner,\n    kind: 'exact',\n    path: 'ownerUid',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.stage,\n    kind: 'exact',\n    path: 'lifecycleStage',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  {\n    // The `sources` presence map, matched on its keys — see `keysOf`.\n    column: CRM_CONTACT_VIEW_FIELDS.source,\n    kind: 'exact',\n    path: 'sources',\n    keysOf: true,\n    operators: ['equals', 'isAnyOf'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.company,\n    kind: 'exact',\n    path: 'companyId',\n    operators: ['equals', 'isNotEmpty'],\n  },\n  /*\n   * A holder's lead source (AGL-3511), picked from the org's Lead source\n   * values and asked through its `leadSource` facet key — the label as the\n   * picklist compares it.\n   */\n  {\n    column: CONTACT_LEAD_SOURCE_COLUMN,\n    kind: 'exact',\n    path: 'leadSource',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  /*\n   * The verdict on the address (AGL-3245), asked through `emailStatus` —\n   * `none` for a person nothing has been said about, which is what \"is\n   * empty\" asks.\n   */\n  {\n    column: 'emailState',\n    kind: 'exact',\n    path: 'emailState.status',\n    presence: 'nullable',\n    operators: ['equals', 'isAnyOf', 'isEmpty', 'isNotEmpty'],\n  },\n]\n\n/**\n * One filter field per active custom contact field (AGL-2617). A custom\n * value lives under the holder's `custom` map, so it is asked through the\n * holder's facet key: equality on a picked, typed or ticked value, and\n * \"is not empty\". Its column is the one the table shows it under —\n * `crmContactCustomColumn(key)` — so a clause and a column agree on the name.\n */\nexport function contactCustomFilterFields(\n  definitions: readonly Pick<\n    ContactFieldDefinition,\n    'key' | 'type' | 'retiredAt'\n  >[],\n): ListFilterField[] {\n  return definitions\n    .filter((definition) => !definition.retiredAt)\n    .map((definition): ListFilterField => {\n      const column = crmContactCustomColumn(definition.key)\n      const path = `custom.${definition.key}`\n      switch (definition.type) {\n        case 'number':\n          return {\n            column,\n            kind: 'number',\n            path,\n            operators: ['=', 'isNotEmpty'],\n          }\n        case 'date':\n          return { column, kind: 'date', path, operators: ['isNotEmpty'] }\n        case 'checkbox':\n          return { column, kind: 'boolean', path }\n        case 'select':\n          return {\n            column,\n            kind: 'exact',\n            path,\n            operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n          }\n        default:\n          return {\n            column,\n            kind: 'text',\n            path,\n            lowerPath: path,\n            operators: ['equals', 'isNotEmpty'],\n          }\n      }\n    })\n}\n\n/** The custom fields' headers, keyed by the column each filters as. */\nexport function contactCustomFilterHeaders(\n  definitions: readonly Pick<ContactFieldDefinition, 'key' | 'label'>[],\n): Record<string, string> {\n  return Object.fromEntries(\n    definitions.map((definition) => [\n      crmContactCustomColumn(definition.key),\n      definition.label || definition.key,\n    ]),\n  )\n}\n\n/**\n * How every filterable contact field reads — on a chip, in the add-filter\n * picker, and as the header of a filter-only hidden column.\n */\nexport const CONTACT_LIST_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  name: 'Contact',\n  email: 'Email',\n  tags: 'Tags',\n  formIds: 'Form ID',\n  hostId: 'Site ID',\n  ordersCount: 'Orders',\n  ltvCents: 'Lifetime value (cents)',\n  createdAt: 'Created',\n  updatedAt: 'Updated',\n  nextTaskAtMs: 'Next activity',\n  [CRM_CONTACT_VIEW_FIELDS.owner]: 'Owner',\n  [CRM_CONTACT_VIEW_FIELDS.stage]: 'Stage',\n  [CRM_CONTACT_VIEW_FIELDS.source]: 'Source',\n  [CRM_CONTACT_VIEW_FIELDS.company]: 'Company',\n  [CONTACT_LEAD_SOURCE_COLUMN]: 'Lead source',\n  emailState: 'Email',\n}\n\n/*------------------------------------------\n * THE QUERY THE CONTACTS LIST RUNS.\n *-----------------------------------------*/\n\n/**\n * The list's orders: newest change first, then each header the query can\n * order by (AGL-3680) — the person's name or address (`nameSortKey`), the\n * Last activity column's `updatedAt` the other way, the next activity and\n * the address verdict, every one stored on every contact. Each is `alone`:\n * served with no filter or search on, beside the scope clause by one\n * `(visibleTo, field)` composite per direction. The other columns — a\n * holder's owner, stage, sources, tags, last engagement and custom values,\n * which live on a facet, and the sites that know the person — sort the page.\n */\nexport const CONTACT_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'updatedAt', direction: 'desc', column: 'updatedAt', label: 'Last activity' },\n  { path: 'updatedAt', direction: 'asc', column: 'updatedAt', label: 'Last activity', alone: true },\n  { path: 'nameSortKey', direction: 'asc', column: 'name', label: 'Contact', alone: true },\n  { path: 'nameSortKey', direction: 'desc', column: 'name', label: 'Contact', alone: true },\n  { path: 'nextTaskAtMs', direction: 'asc', column: 'nextTaskAtMs', label: 'Next activity', alone: true },\n  { path: 'nextTaskAtMs', direction: 'desc', column: 'nextTaskAtMs', label: 'Next activity', 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 stored array a facet clause is asked of. */\nexport const CONTACT_FACET_KEYS_PATH = 'facetKeys'\n\n/** The fields the Contacts query asks — each a stored field, as named. */\nexport const CONTACT_QUERY_FIELDS: readonly ListFilterField[] = [\n  NAME_FIELD,\n  EMAIL_FIELD,\n  FORM_FIELD,\n  CREATED_FIELD,\n  { column: 'hostId', kind: 'exact', path: 'hostId', presence: 'always' },\n  {\n    column: 'updatedAt',\n    kind: 'date',\n    path: 'updatedAt',\n    presence: 'always',\n    operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n  },\n  {\n    column: 'nextTaskAtMs',\n    kind: 'date',\n    path: 'nextTaskAtMs',\n    presence: 'nullable',\n    storedAs: 'millis',\n    operators: ['isEmpty'],\n  },\n  {\n    column: 'emailStatus',\n    kind: 'exact',\n    path: 'emailStatus',\n    operators: ['equals', 'isAnyOf'],\n  },\n  {\n    column: CONTACT_FACET_KEYS_PATH,\n    kind: 'exact',\n    path: CONTACT_FACET_KEYS_PATH,\n    tokensPath: CONTACT_FACET_KEYS_PATH,\n    operators: ['contains', 'isAnyOf'],\n  },\n]\n\nexport const CONTACT_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: CONTACT_QUERY_FIELDS,\n  sorts: CONTACT_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/** The grid fields a stored clause passes to the query unchanged. */\nconst AS_STORED = new Set([\n  'name',\n  'email',\n  'formIds',\n  'hostId',\n  'createdAt',\n  'updatedAt',\n  'nextTaskAtMs',\n])\n\n/**\n * The ranges that stand ALONE beside the scope clause: Created and a name\n * or address prefix each order the list by their own field, which the\n * `(visibleTo, field)` composites serve and nothing beside them. Updated is\n * not one: the list is ordered by it already, so it composes freely.\n */\nexport function contactSoloClause(clause: ListFilterRequest): boolean {\n  if (clause.field === 'createdAt') return true\n  if (clause.field === 'name') return clause.op === 'startsWith' || clause.op === 'endsWith'\n  return clause.field === 'email' && clause.op === 'startsWith'\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the contact's name, beside the scope clause.\n */\nexport const CONTACT_PREFIX_SEARCH = {\n  field: NAME_FIELD,\n  notice: 'Search matches the start of a contact’s name for access limited to specific sites.',\n}\n\n/** The facet field each grid column is keyed under. */\nconst FACET_FIELDS: Readonly<Record<string, CrmFacetKeyField>> = {\n  [CRM_CONTACT_VIEW_FIELDS.owner]: 'owner',\n  [CRM_CONTACT_VIEW_FIELDS.stage]: 'stage',\n  [CRM_CONTACT_VIEW_FIELDS.source]: 'source',\n  [CRM_CONTACT_VIEW_FIELDS.company]: 'company',\n  [CRM_CONTACT_VIEW_FIELDS.tags]: 'tag',\n  [CRM_CONTACT_VIEW_FIELDS.orders]: 'orders',\n  [CRM_CONTACT_VIEW_FIELDS.ltv]: 'ltv',\n  [CONTACT_LEAD_SOURCE_COLUMN]: 'leadSource',\n}\n\n/** Who is asking: the viewing holder, and whether their query may drop the scope clause. */\nexport interface ContactQueryReader {\n  /** The viewing holder's group id under a site; `null` at the organization level. */\n  groupId: string | null\n  /**\n   * Whether the reader's query may stand a facet or form clause in the\n   * scope clause's place (`useCrmFoldsScope`) — always at the organization\n   * level, where there is no scope clause.\n   */\n  foldsScope: boolean\n}\n\n/** Why a reader whose access is some sites cannot filter by a holder's field. */\nconst LIMITED_ACCESS =\n  'your access is limited to specific sites, which this filter cannot be combined with — an organization administrator can use it'\n\n/** The facet field a grid column names, or null for one that is not a facet field. */\nfunction facetFieldOf(column: string): CrmFacetKeyField | null {\n  if (FACET_FIELDS[column]) return FACET_FIELDS[column]\n  if (column.startsWith(CRM_CONTACT_VIEW_FIELDS.custom)) {\n    return `custom.${column.slice(CRM_CONTACT_VIEW_FIELDS.custom.length)}`\n  }\n  return null\n}\n\n/**\n * One grid clause as the clause the Contacts query asks — see the block at\n * the top. A clause a query cannot serve for this reader is refused by\n * name, never matched over the rows a page loaded.\n */\nexport function contactQueryClause(\n  clause: ListFilterRequest,\n  reader: ContactQueryReader,\n): CrmClauseAsked {\n  if (AS_STORED.has(clause.field)) {\n    if (clause.field === 'formIds' && !reader.foldsScope)\n      return { refused: LIMITED_ACCESS }\n    return { field: clause.field, op: clause.op, value: clause.value }\n  }\n  if (clause.field === 'emailState') {\n    if (clause.op === 'isEmpty')\n      return { field: 'emailStatus', op: 'equals', value: 'none' }\n    if (clause.op === 'isNotEmpty')\n      return crmAnyOf('emailStatus', EMAIL_STATE_STATUSES)\n    const values = crmClauseValues(clause)\n    if (\n      values.some(\n        (value) => !(EMAIL_STATE_STATUSES as readonly string[]).includes(value),\n      )\n    ) {\n      return { refused: 'pick one of the choices' }\n    }\n    return crmAnyOf('emailStatus', values)\n  }\n  const facet = facetFieldOf(clause.field)\n  if (!facet) return { refused: 'this list does not filter by that' }\n  if (!reader.foldsScope) return { refused: LIMITED_ACCESS }\n  const group = reader.groupId ?? CRM_FACET_KEY_ANY_GROUP\n  if (clause.op === 'isNotEmpty') {\n    return {\n      field: CONTACT_FACET_KEYS_PATH,\n      op: 'contains',\n      value: crmFacetKey(group, facet),\n    }\n  }\n  const keys: string[] = []\n  for (const value of crmClauseValues(clause)) {\n    const key = crmFacetKeyValue(clause.op === '=' ? Number(value) : value)\n    if (key === null) return { refused: 'no value yet' }\n    keys.push(crmFacetKey(group, facet, key))\n  }\n  const asked = crmAnyOf(CONTACT_FACET_KEYS_PATH, keys)\n  // One key is an `array-contains`; several, an `array-contains-any`.\n  return 'refused' in asked || asked.op === 'isAnyOf'\n    ? asked\n    : { ...asked, op: 'contains' }\n}\n\n/**\n * Whether an asked clause stands in for the scope clause: a facet key of\n * the viewing holder, which only a record that holder keeps carries, or a\n * form, which only its site's captures carry.\n */\nexport function contactClauseImpliesScope(groupId: string | null) {\n  return (clause: ListFilterRequest): boolean => {\n    if (clause.field === 'formIds') return true\n    if (clause.field !== CONTACT_FACET_KEYS_PATH || !groupId) return false\n    return crmClauseValues(clause).every((key) => key.startsWith(`${groupId}:`))\n  }\n}\n\n/**\n * The query shapes the Contacts list can send, as declarations the index\n * pin enumerates (AGL-3321): the list's own, without its solo ranges, whose\n * every equality rides `(field, updatedAt DESC)`; and each solo range beside\n * the scope clause alone.\n */\nexport function contactIndexShapes(): ListQueryDeclaration[] {\n  const soloOps = new Set(['startsWith', 'endsWith'])\n  const main: ListQueryDeclaration = {\n    ...CONTACT_LIST_DECLARATION,\n    fields: CONTACT_QUERY_FIELDS.filter((field) => field !== CREATED_FIELD).map((field) =>\n      field.operators\n        ? { ...field, operators: field.operators.filter((op) => !soloOps.has(op)) }\n        : field,\n    ),\n  }\n  const solo: ListQueryDeclaration = {\n    fields: [\n      { ...NAME_FIELD, operators: ['startsWith', 'endsWith'] },\n      { ...EMAIL_FIELD, operators: ['startsWith'] },\n      CREATED_FIELD,\n    ],\n    sorts: [],\n  }\n  return [main, 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/contact-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  type ContactFieldDefinition,\n  CRM_CONTACT_VIEW_FIELDS,\n  CRM_FACET_KEY_ANY_GROUP,\n  type CrmFacetKeyField,\n  crmContactCustomColumn,\n  crmFacetKey,\n  crmFacetKeyValue,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { EMAIL_STATE_STATUSES } from '@aglyn/aglyn/app-utils/email-state'\nimport type {\n  ListFilterField,\n  ListFilterRequest,\n} from '@aglyn/shared-util-tools/list-query/list-filter'\nimport type {\n  ListQueryDeclaration,\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} from '../model/crm-list-query'\n\n/*==========================================\n * CONTACTS (`orgs/{orgId}/contacts`, read scoped to a host) — WHAT THE\n * PANEL OFFERS, AND WHAT THE QUERY ASKS (AGL-3321).\n *\n * Every clause and the search word are on the list's one Firestore query,\n * newest change first, paged by it. A contact is one row shared by every\n * holder, and most of what a holder filters by — the owner, the stage, the\n * sources, the company, the tags, a custom value, whether the person has\n * bought — lives on that holder's FACET, a path per holder no index can\n * reach. So every writer stamps `facetKeys` (`crmContactFacetKeys` in\n * `@aglyn/aglyn`): `{group}:{field}={value}` for each holder's value,\n * `{group}:{field}` for \"has one\", and the same under `*` for any holder.\n * Under a site a facet clause asks the viewing holder's key; at the\n * organization level, any holder's.\n *\n * What one query holds decides the rest:\n *\n *   - ONE array clause. The scope clause (`visibleTo array-contains-any`),\n *     the search (`searchTokens`), a name word (`nameTokens`), a form\n *     (`formIds`) and a facet clause (`facetKeys`) all are one. The search\n *     folds into the scope clause for a reader who may drop it; a facet or\n *     form clause stands in the scope clause's place for that reader, since\n *     only a record the viewing holder keeps carries its key. Two of them\n *     at once is refused by name.\n *   - ONE range. `updatedAt`, the field the list is ordered by, composes\n *     with anything; Created and a name or address prefix order the list by\n *     their own field and so stand alone beside the scope clause\n *     (`contactSoloClause`), served by the `(visibleTo, field)` composites.\n *   - equalities (the address, the site, the verdict, \"No next activity\")\n *     compose freely, one `(field, updatedAt DESC)` composite each.\n *\n * The per-holder FIGURES (orders, lifetime value) live on each holder's\n * facet, where no range reaches — a top-level `ordersCount` was never\n * written — so they offer \"is not empty\" alone: \"has bought\".\n *\n * A collaborator's search is the start of the name (`CONTACT_PREFIX_SEARCH`).\n *=========================================*/\n\n/**\n * A word of the canonical name (`nameTokens`), the whole of it, or its start\n * or end — `nameLower`, which every contact carries, and `nameReversed`.\n */\nconst NAME_FIELD: ListFilterField = {\n  column: 'name',\n  kind: 'text',\n  path: 'name',\n  lowerPath: 'nameLower',\n  tokensPath: 'nameTokens',\n  reversedPath: 'nameReversed',\n  operators: ['contains', 'equals', 'startsWith', 'endsWith'],\n}\n\n/**\n * The address. `normalizeContactEmail` lower-cases before every write, so the\n * stored value IS its own normalized key.\n */\nconst EMAIL_FIELD: ListFilterField = {\n  column: 'email',\n  kind: 'text',\n  path: 'email',\n  lowerPath: 'email',\n  presence: 'always',\n  operators: ['equals', 'startsWith'],\n}\n\n/** When the person was first captured — a range the list is then ordered by. */\nconst CREATED_FIELD: ListFilterField = {\n  column: CRM_CONTACT_VIEW_FIELDS.createdAt,\n  kind: 'date',\n  path: 'createdAt',\n  presence: 'always',\n  operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n}\n\n/**\n * The forms a person came in through — the top-level `formIds` mirror of the\n * interactions' `formId` (AGL-2612), matched whole and as typed because a\n * form id is minted with mixed case. The form's own page links here with its\n * id; nobody types one.\n */\nconst FORM_FIELD: ListFilterField = {\n  column: 'formIds',\n  kind: 'text',\n  path: 'formIds',\n  tokensPath: 'formIds',\n  verbatimTokens: true,\n  operators: ['contains'],\n}\n\n/** The column a contact's lead source filters as (AGL-3511). */\nexport const CONTACT_LEAD_SOURCE_COLUMN = 'leadSource'\n\n/** What the Filters panel offers on a contact, in the grid's grammar. */\nexport const CONTACT_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  NAME_FIELD,\n  EMAIL_FIELD,\n  {\n    // A holder's tags, matched whole and case-insensitively.\n    column: CRM_CONTACT_VIEW_FIELDS.tags,\n    kind: 'exact',\n    path: 'tags',\n    operators: ['contains', 'isAnyOf', 'isNotEmpty'],\n  },\n  FORM_FIELD,\n  { column: 'hostId', kind: 'exact', path: 'hostId', presence: 'always' },\n  // Per-holder figures: \"has bought\", never a range across holders.\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.orders,\n    kind: 'number',\n    path: 'ordersCount',\n    operators: ['isNotEmpty'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.ltv,\n    kind: 'number',\n    path: 'ltvCents',\n    operators: ['isNotEmpty'],\n  },\n  CREATED_FIELD,\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.updatedAt,\n    kind: 'date',\n    path: 'updatedAt',\n    presence: 'always',\n    operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n  },\n  /*\n   * \"No next activity\" (AGL-2661): `nextTaskAtMs == null`, which every\n   * contact carries from its creation until a task is scheduled against it.\n   */\n  {\n    column: 'nextTaskAtMs',\n    kind: 'date',\n    path: 'nextTaskAtMs',\n    presence: 'nullable',\n    storedAs: 'millis',\n    operators: ['isEmpty'],\n  },\n  /*\n   * THE FACET FIELDS (AGL-2617). The values are picked, not typed — a uid\n   * from the roster, a stage from the fixed list, a source from its labels,\n   * a company from the picker — so `equals` and `isAnyOf` are what they\n   * offer; the section supplies the choices. The column names are the\n   * contract `CRM_CONTACT_VIEW_FIELDS` states, because the dynamic-list\n   * translator reads a view by them. The paths are the flattened ROW'S.\n   */\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.owner,\n    kind: 'exact',\n    path: 'ownerUid',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.stage,\n    kind: 'exact',\n    path: 'lifecycleStage',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  {\n    // The `sources` presence map, matched on its keys — see `keysOf`.\n    column: CRM_CONTACT_VIEW_FIELDS.source,\n    kind: 'exact',\n    path: 'sources',\n    keysOf: true,\n    operators: ['equals', 'isAnyOf'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.company,\n    kind: 'exact',\n    path: 'companyId',\n    operators: ['equals', 'isNotEmpty'],\n  },\n  /*\n   * A holder's lead source (AGL-3511), picked from the org's Lead source\n   * values and asked through its `leadSource` facet key — the label as the\n   * picklist compares it.\n   */\n  {\n    column: CONTACT_LEAD_SOURCE_COLUMN,\n    kind: 'exact',\n    path: 'leadSource',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  /*\n   * The verdict on the address (AGL-3245), asked through `emailStatus` —\n   * `none` for a person nothing has been said about, which is what \"is\n   * empty\" asks.\n   */\n  {\n    column: 'emailState',\n    kind: 'exact',\n    path: 'emailState.status',\n    presence: 'nullable',\n    operators: ['equals', 'isAnyOf', 'isEmpty', 'isNotEmpty'],\n  },\n]\n\n/**\n * One filter field per active custom contact field (AGL-2617). A custom\n * value lives under the holder's `custom` map, so it is asked through the\n * holder's facet key: equality on a picked, typed or ticked value, and\n * \"is not empty\". Its column is the one the table shows it under —\n * `crmContactCustomColumn(key)` — so a clause and a column agree on the name.\n */\nexport function contactCustomFilterFields(\n  definitions: readonly Pick<\n    ContactFieldDefinition,\n    'key' | 'type' | 'retiredAt'\n  >[],\n): ListFilterField[] {\n  return definitions\n    .filter((definition) => !definition.retiredAt)\n    .map((definition): ListFilterField => {\n      const column = crmContactCustomColumn(definition.key)\n      const path = `custom.${definition.key}`\n      switch (definition.type) {\n        case 'number':\n        // An amount is typed in major units and asked as the minor units it\n        // is stored in — `ContactQueryReader.currencies` (AGL-3756).\n        case 'currency':\n          return {\n            column,\n            kind: 'number',\n            path,\n            operators: ['=', 'isNotEmpty'],\n          }\n        case 'date':\n          return { column, kind: 'date', path, operators: ['isNotEmpty'] }\n        case 'checkbox':\n          return { column, kind: 'boolean', path }\n        case 'select':\n          return {\n            column,\n            kind: 'exact',\n            path,\n            operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n          }\n        default:\n          return {\n            column,\n            kind: 'text',\n            path,\n            lowerPath: path,\n            operators: ['equals', 'isNotEmpty'],\n          }\n      }\n    })\n}\n\n/** The custom fields' headers, keyed by the column each filters as. */\nexport function contactCustomFilterHeaders(\n  definitions: readonly Pick<ContactFieldDefinition, 'key' | 'label'>[],\n): Record<string, string> {\n  return Object.fromEntries(\n    definitions.map((definition) => [\n      crmContactCustomColumn(definition.key),\n      definition.label || definition.key,\n    ]),\n  )\n}\n\n/**\n * How every filterable contact field reads — on a chip, in the add-filter\n * picker, and as the header of a filter-only hidden column.\n */\nexport const CONTACT_LIST_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  name: 'Contact',\n  email: 'Email',\n  tags: 'Tags',\n  formIds: 'Form ID',\n  hostId: 'Site ID',\n  ordersCount: 'Orders',\n  ltvCents: 'Lifetime value (cents)',\n  createdAt: 'Created',\n  updatedAt: 'Updated',\n  nextTaskAtMs: 'Next activity',\n  [CRM_CONTACT_VIEW_FIELDS.owner]: 'Owner',\n  [CRM_CONTACT_VIEW_FIELDS.stage]: 'Stage',\n  [CRM_CONTACT_VIEW_FIELDS.source]: 'Source',\n  [CRM_CONTACT_VIEW_FIELDS.company]: 'Company',\n  [CONTACT_LEAD_SOURCE_COLUMN]: 'Lead source',\n  emailState: 'Email',\n}\n\n/*------------------------------------------\n * THE QUERY THE CONTACTS LIST RUNS.\n *-----------------------------------------*/\n\n/**\n * The list's orders: newest change first, then each header the query can\n * order by (AGL-3680) — the person's name or address (`nameSortKey`), the\n * Last activity column's `updatedAt` the other way, the next activity and\n * the address verdict, every one stored on every contact. Each is `alone`:\n * served with no filter or search on, beside the scope clause by one\n * `(visibleTo, field)` composite per direction. The other columns — a\n * holder's owner, stage, sources, tags, last engagement and custom values,\n * which live on a facet, and the sites that know the person — sort the page.\n */\nexport const CONTACT_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'updatedAt', direction: 'desc', column: 'updatedAt', label: 'Last activity' },\n  { path: 'updatedAt', direction: 'asc', column: 'updatedAt', label: 'Last activity', alone: true },\n  { path: 'nameSortKey', direction: 'asc', column: 'name', label: 'Contact', alone: true },\n  { path: 'nameSortKey', direction: 'desc', column: 'name', label: 'Contact', alone: true },\n  { path: 'nextTaskAtMs', direction: 'asc', column: 'nextTaskAtMs', label: 'Next activity', alone: true },\n  { path: 'nextTaskAtMs', direction: 'desc', column: 'nextTaskAtMs', label: 'Next activity', 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 stored array a facet clause is asked of. */\nexport const CONTACT_FACET_KEYS_PATH = 'facetKeys'\n\n/** The fields the Contacts query asks — each a stored field, as named. */\nexport const CONTACT_QUERY_FIELDS: readonly ListFilterField[] = [\n  NAME_FIELD,\n  EMAIL_FIELD,\n  FORM_FIELD,\n  CREATED_FIELD,\n  { column: 'hostId', kind: 'exact', path: 'hostId', presence: 'always' },\n  {\n    column: 'updatedAt',\n    kind: 'date',\n    path: 'updatedAt',\n    presence: 'always',\n    operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n  },\n  {\n    column: 'nextTaskAtMs',\n    kind: 'date',\n    path: 'nextTaskAtMs',\n    presence: 'nullable',\n    storedAs: 'millis',\n    operators: ['isEmpty'],\n  },\n  {\n    column: 'emailStatus',\n    kind: 'exact',\n    path: 'emailStatus',\n    operators: ['equals', 'isAnyOf'],\n  },\n  {\n    column: CONTACT_FACET_KEYS_PATH,\n    kind: 'exact',\n    path: CONTACT_FACET_KEYS_PATH,\n    tokensPath: CONTACT_FACET_KEYS_PATH,\n    operators: ['contains', 'isAnyOf'],\n  },\n]\n\nexport const CONTACT_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: CONTACT_QUERY_FIELDS,\n  sorts: CONTACT_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/** The grid fields a stored clause passes to the query unchanged. */\nconst AS_STORED = new Set([\n  'name',\n  'email',\n  'formIds',\n  'hostId',\n  'createdAt',\n  'updatedAt',\n  'nextTaskAtMs',\n])\n\n/**\n * The ranges that stand ALONE beside the scope clause: Created and a name\n * or address prefix each order the list by their own field, which the\n * `(visibleTo, field)` composites serve and nothing beside them. Updated is\n * not one: the list is ordered by it already, so it composes freely.\n */\nexport function contactSoloClause(clause: ListFilterRequest): boolean {\n  if (clause.field === 'createdAt') return true\n  if (clause.field === 'name') return clause.op === 'startsWith' || clause.op === 'endsWith'\n  return clause.field === 'email' && clause.op === 'startsWith'\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the contact's name, beside the scope clause.\n */\nexport const CONTACT_PREFIX_SEARCH = {\n  field: NAME_FIELD,\n  notice: 'Search matches the start of a contact’s name for access limited to specific sites.',\n}\n\n/** The facet field each grid column is keyed under. */\nconst FACET_FIELDS: Readonly<Record<string, CrmFacetKeyField>> = {\n  [CRM_CONTACT_VIEW_FIELDS.owner]: 'owner',\n  [CRM_CONTACT_VIEW_FIELDS.stage]: 'stage',\n  [CRM_CONTACT_VIEW_FIELDS.source]: 'source',\n  [CRM_CONTACT_VIEW_FIELDS.company]: 'company',\n  [CRM_CONTACT_VIEW_FIELDS.tags]: 'tag',\n  [CRM_CONTACT_VIEW_FIELDS.orders]: 'orders',\n  [CRM_CONTACT_VIEW_FIELDS.ltv]: 'ltv',\n  [CONTACT_LEAD_SOURCE_COLUMN]: 'leadSource',\n}\n\n/** Who is asking: the viewing holder, and whether their query may drop the scope clause. */\nexport interface ContactQueryReader {\n  /** The viewing holder's group id under a site; `null` at the organization level. */\n  groupId: string | null\n  /**\n   * Whether the reader's query may stand a facet or form clause in the\n   * scope clause's place (`useCrmFoldsScope`) — always at the organization\n   * level, where there is no scope clause.\n   */\n  foldsScope: boolean\n  /**\n   * How each custom CURRENCY column reads a typed amount, by column\n   * (AGL-3756): its `=` is typed in major units and asked as the minor units\n   * the facet key holds, or `null` when it is not one amount. The web side\n   * builds it (`contactCustomAmountReaders`), so this module stays pure.\n   */\n  amounts?: Readonly<Record<string, (typed: string) => number | null>>\n}\n\n/** Why a reader whose access is some sites cannot filter by a holder's field. */\nconst LIMITED_ACCESS =\n  'your access is limited to specific sites, which this filter cannot be combined with — an organization administrator can use it'\n\n/** The facet field a grid column names, or null for one that is not a facet field. */\nfunction facetFieldOf(column: string): CrmFacetKeyField | null {\n  if (FACET_FIELDS[column]) return FACET_FIELDS[column]\n  if (column.startsWith(CRM_CONTACT_VIEW_FIELDS.custom)) {\n    return `custom.${column.slice(CRM_CONTACT_VIEW_FIELDS.custom.length)}`\n  }\n  return null\n}\n\n/**\n * One grid clause as the clause the Contacts query asks — see the block at\n * the top. A clause a query cannot serve for this reader is refused by\n * name, never matched over the rows a page loaded.\n */\nexport function contactQueryClause(\n  clause: ListFilterRequest,\n  reader: ContactQueryReader,\n): CrmClauseAsked {\n  if (AS_STORED.has(clause.field)) {\n    if (clause.field === 'formIds' && !reader.foldsScope)\n      return { refused: LIMITED_ACCESS }\n    return { field: clause.field, op: clause.op, value: clause.value }\n  }\n  if (clause.field === 'emailState') {\n    if (clause.op === 'isEmpty')\n      return { field: 'emailStatus', op: 'equals', value: 'none' }\n    if (clause.op === 'isNotEmpty')\n      return crmAnyOf('emailStatus', EMAIL_STATE_STATUSES)\n    const values = crmClauseValues(clause)\n    if (\n      values.some(\n        (value) => !(EMAIL_STATE_STATUSES as readonly string[]).includes(value),\n      )\n    ) {\n      return { refused: 'pick one of the choices' }\n    }\n    return crmAnyOf('emailStatus', values)\n  }\n  const facet = facetFieldOf(clause.field)\n  if (!facet) return { refused: 'this list does not filter by that' }\n  if (!reader.foldsScope) return { refused: LIMITED_ACCESS }\n  const group = reader.groupId ?? CRM_FACET_KEY_ANY_GROUP\n  if (clause.op === 'isNotEmpty') {\n    return {\n      field: CONTACT_FACET_KEYS_PATH,\n      op: 'contains',\n      value: crmFacetKey(group, facet),\n    }\n  }\n  const keys: string[] = []\n  const amount = reader.amounts?.[clause.field]\n  for (const value of crmClauseValues(clause)) {\n    const asked =\n      clause.op !== '='\n        ? value\n        : amount\n          ? (amount(value) ?? Number.NaN)\n          : Number(value)\n    const key = crmFacetKeyValue(asked)\n    if (key === null) return { refused: 'no value yet' }\n    keys.push(crmFacetKey(group, facet, key))\n  }\n  const asked = crmAnyOf(CONTACT_FACET_KEYS_PATH, keys)\n  // One key is an `array-contains`; several, an `array-contains-any`.\n  return 'refused' in asked || asked.op === 'isAnyOf'\n    ? asked\n    : { ...asked, op: 'contains' }\n}\n\n/**\n * Whether an asked clause stands in for the scope clause: a facet key of\n * the viewing holder, which only a record that holder keeps carries, or a\n * form, which only its site's captures carry.\n */\nexport function contactClauseImpliesScope(groupId: string | null) {\n  return (clause: ListFilterRequest): boolean => {\n    if (clause.field === 'formIds') return true\n    if (clause.field !== CONTACT_FACET_KEYS_PATH || !groupId) return false\n    return crmClauseValues(clause).every((key) => key.startsWith(`${groupId}:`))\n  }\n}\n\n/**\n * The query shapes the Contacts list can send, as declarations the index\n * pin enumerates (AGL-3321): the list's own, without its solo ranges, whose\n * every equality rides `(field, updatedAt DESC)`; and each solo range beside\n * the scope clause alone.\n */\nexport function contactIndexShapes(): ListQueryDeclaration[] {\n  const soloOps = new Set(['startsWith', 'endsWith'])\n  const main: ListQueryDeclaration = {\n    ...CONTACT_LIST_DECLARATION,\n    fields: CONTACT_QUERY_FIELDS.filter((field) => field !== CREATED_FIELD).map((field) =>\n      field.operators\n        ? { ...field, operators: field.operators.filter((op) => !soloOps.has(op)) }\n        : field,\n    ),\n  }\n  const solo: ListQueryDeclaration = {\n    fields: [\n      { ...NAME_FIELD, operators: ['startsWith', 'endsWith'] },\n      { ...EMAIL_FIELD, operators: ['startsWith'] },\n      CREATED_FIELD,\n    ],\n    sorts: [],\n  }\n  return [main, 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package/src/lib/declarations.console-server.d.ts

@@ -19,6 +19,8 @@ import { type PluginResourceDraftWriter } from '@aglyn/aglyn/plugin-manager/plug
 export declare const lazyCrmPipelineSetupWriter: PluginResourceDraftWriter;
 /** The `crm-field` writer as boot registers it. */
 export declare const lazyCrmFieldSetupWriter: PluginResourceDraftWriter;
+/** The `crm-picklist-values` writer as boot registers it (AGL-3756). */
+export declare const lazyCrmPicklistValuesSetupWriter: PluginResourceDraftWriter;
 /**
  * The CRM's CONSOLE-ONLY server declarations, named under
  * `consoleServerDeclarations` in `plugins.config.json` and run at the

package/src/lib/declarations.console-server.js

@@ -22,6 +22,7 @@ import { registerPluginTransferResource } from "@aglyn/aglyn/plugin-manager/plug
 import { registerPluginResourceDraftWriter } from "@aglyn/aglyn/plugin-manager/plugin-resource-drafts";
 import { BUNDLE_ID } from "./constants/bundle-common.js";
 import { checkCrmFieldSetup, checkCrmPipelineSetup, CRM_FIELD_SETUP_RESOURCE, CRM_PIPELINE_SETUP_RESOURCE } from "./model/crm-setup-content.js";
+import { checkCrmPicklistValuesSetup, CRM_PICKLIST_VALUES_SETUP_RESOURCE } from "./model/crm-picklist-setup-content.js";
 import { registerCrmSetupAiCapabilities } from "./server/crm-setup-ai-capabilities.js";
 import { crmTransferPlanGate, registerCrmTransferResources } from "./transfer/register.js";
 import { CRM_EMAIL_TEMPLATE_PACKAGE_RULES, CRM_EMAIL_TEMPLATES_TRANSFER_KEY, crmEmailTemplateDependencies, remapCrmEmailTemplateIds } from "./transfer/email-templates-package.js";
@@ -46,6 +47,7 @@ let setupLoading = null;
 }
 /** The `crm-pipeline` writer as boot registers it. */ export const lazyCrmPipelineSetupWriter = lazySetupWriter(checkCrmPipelineSetup, (module)=>module.crmPipelineSetupWriter);
 /** The `crm-field` writer as boot registers it. */ export const lazyCrmFieldSetupWriter = lazySetupWriter(checkCrmFieldSetup, (module)=>module.crmFieldSetupWriter);
+/** The `crm-picklist-values` writer as boot registers it (AGL-3756). */ export const lazyCrmPicklistValuesSetupWriter = lazySetupWriter(checkCrmPicklistValuesSetup, (module)=>module.crmPicklistValuesSetupWriter);
 /** The email templates package's server half (AGL-3535), loaded when an import or export first asks. */ const templatesPackage = async ()=>(await import("./transfer/email-templates-package.server.js")).createCrmEmailTemplatesPackage();
 /**
  * The plan feature every CRM resource of `/v1` needs, and the sentence its
@@ -168,6 +170,9 @@ let setupLoading = null;
     registerPluginResourceDraftWriter(CRM_FIELD_SETUP_RESOURCE, lazyCrmFieldSetupWriter, {
         pluginId: BUNDLE_ID
     });
+    registerPluginResourceDraftWriter(CRM_PICKLIST_VALUES_SETUP_RESOURCE, lazyCrmPicklistValuesSetupWriter, {
+        pluginId: BUNDLE_ID
+    });
     registerCrmSetupAiCapabilities();
     // What the CRM imports and exports (AGL-3527): each resource's module
     // loads with the first transfer that asks for it.

package/src/lib/declarations.console-server.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.console-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\n// The registry's own module, not the data layer's barrel: boot needs one\n// registry, not the whole server surface.\nimport {\n  type ApiV1ResourceHandler,\n  registerApiV1Resource,\n  registerApiV1UsageFigures,\n} from '@aglyn/tenant-data-admin/server/api-v1-resources'\nimport {\n  listPluginMembershipDetachers,\n  registerPluginMembershipDetacher,\n} from '@aglyn/aglyn/plugin-manager/plugin-membership-detach'\nimport { registerPluginPersonRecordsEraser } from '@aglyn/aglyn/plugin-manager/plugin-person-erasure'\nimport { registerPluginTransferResource } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources'\nimport {\n  registerPluginResourceDraftWriter,\n  type PluginResourceDraftWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-resource-drafts'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport {\n  checkCrmFieldSetup,\n  checkCrmPipelineSetup,\n  CRM_FIELD_SETUP_RESOURCE,\n  CRM_PIPELINE_SETUP_RESOURCE,\n} from './model/crm-setup-content'\nimport { registerCrmSetupAiCapabilities } from './server/crm-setup-ai-capabilities'\nimport { crmTransferPlanGate, registerCrmTransferResources } from './transfer/register'\nimport {\n  CRM_EMAIL_TEMPLATE_PACKAGE_RULES,\n  CRM_EMAIL_TEMPLATES_TRANSFER_KEY,\n  crmEmailTemplateDependencies,\n  remapCrmEmailTemplateIds,\n  type CrmEmailTemplatePackageContent,\n} from './transfer/email-templates-package'\n\ntype CrmSetupWriters = typeof import('./server/crm-setup-writers.server')\nlet setupLoading: Promise<CrmSetupWriters> | null = null\n\n/** The CRM's setup writers over the Admin SDK (AGL-3746), loaded on their first read or write. */\nfunction setupWriters(): Promise<CrmSetupWriters> {\n  setupLoading ??= import('./server/crm-setup-writers.server').catch((error: unknown) => {\n    setupLoading = null\n    throw error\n  })\n  return setupLoading\n}\n\n/**\n * A setup writer as boot registers it: the check is pure and answers at once;\n * the hooks that read or write load the Admin SDK half on first use.\n */\nfunction lazySetupWriter(\n  check: (content: Readonly<Record<string, unknown>>) => ReturnType<PluginResourceDraftWriter['check']>,\n  writer: (module: CrmSetupWriters) => PluginResourceDraftWriter,\n): PluginResourceDraftWriter {\n  return {\n    check: (content) => check(content),\n    refusal: async (context) => writer(await setupWriters()).refusal(context),\n    read: async (context) => writer(await setupWriters()).read(context),\n    write: async (request) => writer(await setupWriters()).write(request),\n  }\n}\n\n/** The `crm-pipeline` writer as boot registers it. */\nexport const lazyCrmPipelineSetupWriter = lazySetupWriter(\n  checkCrmPipelineSetup,\n  (module) => module.crmPipelineSetupWriter,\n)\n\n/** The `crm-field` writer as boot registers it. */\nexport const lazyCrmFieldSetupWriter = lazySetupWriter(\n  checkCrmFieldSetup,\n  (module) => module.crmFieldSetupWriter,\n)\n\n/** The email templates package's server half (AGL-3535), loaded when an import or export first asks. */\nconst templatesPackage = async () =>\n  (await import('./transfer/email-templates-package.server')).createCrmEmailTemplatesPackage()\n\n/**\n * The plan feature every CRM resource of `/v1` needs, and the sentence its\n * refusal says (AGL-2611, AGL-2851): the whole CRM is included from\n * Starter, so a Free workspace reads and changes none of it over the API. A\n * capture still records people on every plan; working them is the CRM.\n */\nconst CRM_SUITE = {\n  feature: 'crm',\n  message:\n    'The CRM — contacts, leads, companies, deals, tasks, pipelines, ' +\n    'activities and email templates — is not included in this organization’s plan',\n} as const\n\n/**\n * The CRM's resources on the customer REST API, each handler loaded with the\n * first request for it. In the order the API root lists them: the people\n * first, then the records a team keeps about them, then a site's leads\n * (`/v1/leads?siteId=`, a top-level path with the site as a parameter), then\n * the letters sent from a record (AGL-2658).\n */\nconst CRM_API_V1_RESOURCES: ReadonlyArray<readonly [string, ApiV1ResourceHandler]> = [\n  ['contacts', async (...args) => (await import('./server/api-v1/contacts')).handleContacts(...args)],\n  ['companies', async (...args) => (await import('./server/api-v1/crm-companies')).handleCompanies(...args)],\n  ['pipelines', async (...args) => (await import('./server/api-v1/crm-pipelines')).handlePipelines(...args)],\n  ['deals', async (...args) => (await import('./server/api-v1/crm-deals')).handleDeals(...args)],\n  ['tasks', async (...args) => (await import('./server/api-v1/crm-tasks')).handleTasks(...args)],\n  ['activities', async (...args) => (await import('./server/api-v1/crm-activities')).handleActivities(...args)],\n  ['leads', async (...args) => (await import('./server/api-v1/crm-leads')).handleLeads(...args)],\n  [\n    'email-templates',\n    async (...args) => (await import('./server/api-v1/crm-email-templates')).handleEmailTemplates(...args),\n  ],\n]\n\n/**\n * The CRM's CONSOLE-ONLY server declarations, named under\n * `consoleServerDeclarations` in `plugins.config.json` and run at the\n * console's boot.\n *\n * It serves the CRM's resources of `/v1` (AGL-2606): the console's router\n * owns the pipeline in front of them — the key, the plan's API access, the\n * quota, the rate limit, the error envelope — and hands every request under\n * `/v1/contacts`, `/v1/deals` and the rest to the CRM once the key is\n * authenticated and the organization's plan carries the CRM. Each resource\n * brings its description for the API's OpenAPI document, and the CRM's\n * records band and collection sizes join `GET /v1/usage`. The API is the\n * console's alone, so the tenant runtime does not register them.\n *\n * It registers the server half of the CRM's import and export resources\n * (`transfer/register.ts`).\n *\n * It also clears a removed container off the CRM's records: a campaign is\n * deleted from the console, and its owner asks every plugin's membership\n * detacher first (`server/container-detach.ts`).\n *\n * Light at boot: each resource's module is imported with its first request,\n * the descriptions when the document is first built, and the usage reader\n * with the first usage call.\n * Registering again replaces this plugin's own entries, so a second call (a\n * hot reload, a spec) is harmless.\n */\nexport function registerCrmConsoleServerDeclarations(): void {\n  // Email templates in a workspace package (AGL-3535).\n  registerPluginTransferResource(\n    CRM_EMAIL_TEMPLATES_TRANSFER_KEY,\n    {\n      items: async (ctx) => (await templatesPackage()).items(ctx),\n      dependencies: (item) => crmEmailTemplateDependencies(item as CrmEmailTemplatePackageContent),\n      remapIds: (item, idMap) => remapCrmEmailTemplateIds(item as CrmEmailTemplatePackageContent, idMap),\n      readItems: async (ctx, ids) => (await templatesPackage()).readItems(ctx, ids),\n      writeItems: async (ctx, items, writer) => (await templatesPackage()).writeItems(ctx, items as never, writer),\n      revertItems: async (ctx, steps) => (await templatesPackage()).revertItems(ctx, steps as never),\n      problems: async (ctx, write) => (await templatesPackage()).problems(ctx, write as never),\n      rules: CRM_EMAIL_TEMPLATE_PACKAGE_RULES,\n      planGate: crmTransferPlanGate('email templates'),\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // The record system's share of a person erasure (AGL-2623, AGL-3080): it\n  // names the person's contacts before anybody erases, and erases them, their\n  // satellites and their lead after everybody else. Required, and loaded with\n  // the first erasure.\n  registerPluginPersonRecordsEraser(\n    {\n      locate: async (target) => (await import('./server/person-eraser')).crmPersonEraser().locate(target),\n      erase: async (request) => (await import('./server/person-eraser')).crmPersonEraser().erase(request),\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  for (const [resource, handle] of CRM_API_V1_RESOURCES) {\n    registerApiV1Resource(\n      resource,\n      {\n        handle,\n        entitlement: CRM_SUITE,\n        describe: async () =>\n          (await import('./server/api-v1/openapi')).CRM_API_V1_DESCRIPTIONS[resource],\n      },\n      { pluginId: BUNDLE_ID },\n    )\n  }\n  registerApiV1UsageFigures(\n    async (ctx) => (await import('./server/api-v1/usage')).crmUsageFigures(ctx),\n    { pluginId: BUNDLE_ID },\n  )\n  // The CRM's setup an AI build asks for (AGL-3746): a pipeline and a custom\n  // field, saved by these writers under the CRM's rules, and the operations\n  // the build plans for them. The console runs AI jobs (AGL-3026).\n  registerPluginResourceDraftWriter(CRM_PIPELINE_SETUP_RESOURCE, lazyCrmPipelineSetupWriter, { pluginId: BUNDLE_ID })\n  registerPluginResourceDraftWriter(CRM_FIELD_SETUP_RESOURCE, lazyCrmFieldSetupWriter, { pluginId: BUNDLE_ID })\n  registerCrmSetupAiCapabilities()\n  // What the CRM imports and exports (AGL-3527): each resource's module\n  // loads with the first transfer that asks for it.\n  registerCrmTransferResources(BUNDLE_ID)\n  // A removed container — a deleted campaign — comes off every lead and every\n  // contact facet naming it, before its owner removes it (AGL-3080).\n  if (!listPluginMembershipDetachers().includes(BUNDLE_ID)) {\n    registerPluginMembershipDetacher(\n      async (request) => (await import('./server/container-detach')).crmContainerDetacher(request),\n      { pluginId: BUNDLE_ID },\n    )\n  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+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.console-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\n// The registry's own module, not the data layer's barrel: boot needs one\n// registry, not the whole server surface.\nimport {\n  type ApiV1ResourceHandler,\n  registerApiV1Resource,\n  registerApiV1UsageFigures,\n} from '@aglyn/tenant-data-admin/server/api-v1-resources'\nimport {\n  listPluginMembershipDetachers,\n  registerPluginMembershipDetacher,\n} from '@aglyn/aglyn/plugin-manager/plugin-membership-detach'\nimport { registerPluginPersonRecordsEraser } from '@aglyn/aglyn/plugin-manager/plugin-person-erasure'\nimport { registerPluginTransferResource } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources'\nimport {\n  registerPluginResourceDraftWriter,\n  type PluginResourceDraftWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-resource-drafts'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport {\n  checkCrmFieldSetup,\n  checkCrmPipelineSetup,\n  CRM_FIELD_SETUP_RESOURCE,\n  CRM_PIPELINE_SETUP_RESOURCE,\n} from './model/crm-setup-content'\nimport { checkCrmPicklistValuesSetup, CRM_PICKLIST_VALUES_SETUP_RESOURCE } from './model/crm-picklist-setup-content'\nimport { registerCrmSetupAiCapabilities } from './server/crm-setup-ai-capabilities'\nimport { crmTransferPlanGate, registerCrmTransferResources } from './transfer/register'\nimport {\n  CRM_EMAIL_TEMPLATE_PACKAGE_RULES,\n  CRM_EMAIL_TEMPLATES_TRANSFER_KEY,\n  crmEmailTemplateDependencies,\n  remapCrmEmailTemplateIds,\n  type CrmEmailTemplatePackageContent,\n} from './transfer/email-templates-package'\n\ntype CrmSetupWriters = typeof import('./server/crm-setup-writers.server')\nlet setupLoading: Promise<CrmSetupWriters> | null = null\n\n/** The CRM's setup writers over the Admin SDK (AGL-3746), loaded on their first read or write. */\nfunction setupWriters(): Promise<CrmSetupWriters> {\n  setupLoading ??= import('./server/crm-setup-writers.server').catch((error: unknown) => {\n    setupLoading = null\n    throw error\n  })\n  return setupLoading\n}\n\n/**\n * A setup writer as boot registers it: the check is pure and answers at once;\n * the hooks that read or write load the Admin SDK half on first use.\n */\nfunction lazySetupWriter(\n  check: (content: Readonly<Record<string, unknown>>) => ReturnType<PluginResourceDraftWriter['check']>,\n  writer: (module: CrmSetupWriters) => PluginResourceDraftWriter,\n): PluginResourceDraftWriter {\n  return {\n    check: (content) => check(content),\n    refusal: async (context) => writer(await setupWriters()).refusal(context),\n    read: async (context) => writer(await setupWriters()).read(context),\n    write: async (request) => writer(await setupWriters()).write(request),\n  }\n}\n\n/** The `crm-pipeline` writer as boot registers it. */\nexport const lazyCrmPipelineSetupWriter = lazySetupWriter(\n  checkCrmPipelineSetup,\n  (module) => module.crmPipelineSetupWriter,\n)\n\n/** The `crm-field` writer as boot registers it. */\nexport const lazyCrmFieldSetupWriter = lazySetupWriter(\n  checkCrmFieldSetup,\n  (module) => module.crmFieldSetupWriter,\n)\n\n/** The `crm-picklist-values` writer as boot registers it (AGL-3756). */\nexport const lazyCrmPicklistValuesSetupWriter = lazySetupWriter(\n  checkCrmPicklistValuesSetup,\n  (module) => module.crmPicklistValuesSetupWriter,\n)\n\n/** The email templates package's server half (AGL-3535), loaded when an import or export first asks. */\nconst templatesPackage = async () =>\n  (await import('./transfer/email-templates-package.server')).createCrmEmailTemplatesPackage()\n\n/**\n * The plan feature every CRM resource of `/v1` needs, and the sentence its\n * refusal says (AGL-2611, AGL-2851): the whole CRM is included from\n * Starter, so a Free workspace reads and changes none of it over the API. A\n * capture still records people on every plan; working them is the CRM.\n */\nconst CRM_SUITE = {\n  feature: 'crm',\n  message:\n    'The CRM — contacts, leads, companies, deals, tasks, pipelines, ' +\n    'activities and email templates — is not included in this organization’s plan',\n} as const\n\n/**\n * The CRM's resources on the customer REST API, each handler loaded with the\n * first request for it. In the order the API root lists them: the people\n * first, then the records a team keeps about them, then a site's leads\n * (`/v1/leads?siteId=`, a top-level path with the site as a parameter), then\n * the letters sent from a record (AGL-2658).\n */\nconst CRM_API_V1_RESOURCES: ReadonlyArray<readonly [string, ApiV1ResourceHandler]> = [\n  ['contacts', async (...args) => (await import('./server/api-v1/contacts')).handleContacts(...args)],\n  ['companies', async (...args) => (await import('./server/api-v1/crm-companies')).handleCompanies(...args)],\n  ['pipelines', async (...args) => (await import('./server/api-v1/crm-pipelines')).handlePipelines(...args)],\n  ['deals', async (...args) => (await import('./server/api-v1/crm-deals')).handleDeals(...args)],\n  ['tasks', async (...args) => (await import('./server/api-v1/crm-tasks')).handleTasks(...args)],\n  ['activities', async (...args) => (await import('./server/api-v1/crm-activities')).handleActivities(...args)],\n  ['leads', async (...args) => (await import('./server/api-v1/crm-leads')).handleLeads(...args)],\n  [\n    'email-templates',\n    async (...args) => (await import('./server/api-v1/crm-email-templates')).handleEmailTemplates(...args),\n  ],\n]\n\n/**\n * The CRM's CONSOLE-ONLY server declarations, named under\n * `consoleServerDeclarations` in `plugins.config.json` and run at the\n * console's boot.\n *\n * It serves the CRM's resources of `/v1` (AGL-2606): the console's router\n * owns the pipeline in front of them — the key, the plan's API access, the\n * quota, the rate limit, the error envelope — and hands every request under\n * `/v1/contacts`, `/v1/deals` and the rest to the CRM once the key is\n * authenticated and the organization's plan carries the CRM. Each resource\n * brings its description for the API's OpenAPI document, and the CRM's\n * records band and collection sizes join `GET /v1/usage`. The API is the\n * console's alone, so the tenant runtime does not register them.\n *\n * It registers the server half of the CRM's import and export resources\n * (`transfer/register.ts`).\n *\n * It also clears a removed container off the CRM's records: a campaign is\n * deleted from the console, and its owner asks every plugin's membership\n * detacher first (`server/container-detach.ts`).\n *\n * Light at boot: each resource's module is imported with its first request,\n * the descriptions when the document is first built, and the usage reader\n * with the first usage call.\n * Registering again replaces this plugin's own entries, so a second call (a\n * hot reload, a spec) is harmless.\n */\nexport function registerCrmConsoleServerDeclarations(): void {\n  // Email templates in a workspace package (AGL-3535).\n  registerPluginTransferResource(\n    CRM_EMAIL_TEMPLATES_TRANSFER_KEY,\n    {\n      items: async (ctx) => (await templatesPackage()).items(ctx),\n      dependencies: (item) => crmEmailTemplateDependencies(item as CrmEmailTemplatePackageContent),\n      remapIds: (item, idMap) => remapCrmEmailTemplateIds(item as CrmEmailTemplatePackageContent, idMap),\n      readItems: async (ctx, ids) => (await templatesPackage()).readItems(ctx, ids),\n      writeItems: async (ctx, items, writer) => (await templatesPackage()).writeItems(ctx, items as never, writer),\n      revertItems: async (ctx, steps) => (await templatesPackage()).revertItems(ctx, steps as never),\n      problems: async (ctx, write) => (await templatesPackage()).problems(ctx, write as never),\n      rules: CRM_EMAIL_TEMPLATE_PACKAGE_RULES,\n      planGate: crmTransferPlanGate('email templates'),\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // The record system's share of a person erasure (AGL-2623, AGL-3080): it\n  // names the person's contacts before anybody erases, and erases them, their\n  // satellites and their lead after everybody else. Required, and loaded with\n  // the first erasure.\n  registerPluginPersonRecordsEraser(\n    {\n      locate: async (target) => (await import('./server/person-eraser')).crmPersonEraser().locate(target),\n      erase: async (request) => (await import('./server/person-eraser')).crmPersonEraser().erase(request),\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  for (const [resource, handle] of CRM_API_V1_RESOURCES) {\n    registerApiV1Resource(\n      resource,\n      {\n        handle,\n        entitlement: CRM_SUITE,\n        describe: async () =>\n          (await import('./server/api-v1/openapi')).CRM_API_V1_DESCRIPTIONS[resource],\n      },\n      { pluginId: BUNDLE_ID },\n    )\n  }\n  registerApiV1UsageFigures(\n    async (ctx) => (await import('./server/api-v1/usage')).crmUsageFigures(ctx),\n    { pluginId: BUNDLE_ID },\n  )\n  // The CRM's setup an AI build asks for (AGL-3746): a pipeline and a custom\n  // field, saved by these writers under the CRM's rules, and the operations\n  // the build plans for them. The console runs AI jobs (AGL-3026).\n  registerPluginResourceDraftWriter(CRM_PIPELINE_SETUP_RESOURCE, lazyCrmPipelineSetupWriter, { pluginId: BUNDLE_ID })\n  registerPluginResourceDraftWriter(CRM_FIELD_SETUP_RESOURCE, lazyCrmFieldSetupWriter, { pluginId: BUNDLE_ID })\n  registerPluginResourceDraftWriter(CRM_PICKLIST_VALUES_SETUP_RESOURCE, lazyCrmPicklistValuesSetupWriter, {\n    pluginId: BUNDLE_ID,\n  })\n  registerCrmSetupAiCapabilities()\n  // What the CRM imports and exports (AGL-3527): each resource's module\n  // loads with the first transfer that asks for it.\n  registerCrmTransferResources(BUNDLE_ID)\n  // A removed container — a deleted campaign — comes off every lead and every\n  // contact facet naming it, before its owner removes it (AGL-3080).\n  if (!listPluginMembershipDetachers().includes(BUNDLE_ID)) {\n    registerPluginMembershipDetacher(\n      async (request) => (await import('./server/container-detach')).crmContainerDetacher(request),\n      { pluginId: BUNDLE_ID },\n    )\n  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package/src/lib/model/crm-picklist-setup-content.d.ts

@@ -0,0 +1,121 @@
+/**
+ * @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 CrmFieldObject, type CrmPicklist, type CrmPicklistDefinition, type CrmPicklistId } from '@aglyn/aglyn/app-utils/crm';
+import type { PluginDraftCheck } from '@aglyn/aglyn/plugin-manager/plugin-resource-drafts';
+import { type CrmFieldDefinitionDoc } from './crm-setup-content';
+/**
+ * VALUES ADDED TO A CRM PICKLIST (AGL-3756): what a person adds in CRM →
+ * Fields with a picklist's **Add value**, or by typing another line into a
+ * Choice field's choices — as pure rules, for Aglyn AI's build.
+ *
+ * Two kinds of list take values, and the console extends both:
+ *
+ *  - every STANDARD picklist in `CRM_PICKLIST_DEFINITIONS` — lead status,
+ *    lead source, a deal's type and contact role, a company's type,
+ *    industry, rating and ownership, the salutation, and a task's status,
+ *    priority, type and subject. An added value is `addPicklistValue`'s, the
+ *    console's own move: a lead status or task status names its MEANING
+ *    (never one the platform reserves, such as Qualified), a lead source may
+ *    name its GROUP (Inbound or Outbound);
+ *  - a custom CHOICE field's options, on the object it describes.
+ *
+ * ONLY ADDS. Nothing is removed, renamed, reordered, deactivated or
+ * reactivated: a value already in the list, in any capitals, is left as it
+ * is — an inactive one included, which the console would have the person
+ * activate, so it is reported rather than touched. Asked twice, nothing is
+ * added twice.
+ */
+/** The resource the CRM's picklist values writer is registered under. */
+export declare const CRM_PICKLIST_VALUES_SETUP_RESOURCE = "crm-picklist-values";
+/** The `list` that names a custom Choice field rather than a standard picklist. */
+export declare const CRM_CUSTOM_CHOICE_LIST = "custom";
+/** The most values one ask adds. */
+export declare const CRM_PICKLIST_VALUES_SETUP_MAX = 50;
+/** Every `list` an ask may name: the standard picklists, then a custom Choice field. */
+export declare const CRM_PICKLIST_VALUES_LISTS: readonly string[];
+/** Which list an ask adds to. */
+export type CrmPicklistValuesTarget = {
+    kind: 'picklist';
+    id: CrmPicklistId;
+} | {
+    kind: 'custom';
+    object: CrmFieldObject;
+    field: string;
+};
+/** One ask, read. */
+export interface CrmPicklistValuesSetup {
+    target: CrmPicklistValuesTarget;
+    /** The labels, normalized, without duplicates in any capitals, in the asked order. */
+    values: string[];
+    /** What each value means, on a picklist with meanings; `null` otherwise. */
+    meaning: string | null;
+    /** The group each value is filed under, on a picklist with groups; `null` for none. */
+    group: string | null;
+}
+/** An ask's content, read and judged. Pure. */
+export declare function readCrmPicklistValuesSetup(content: Readonly<Record<string, unknown>>): {
+    ok: true;
+    value: CrmPicklistValuesSetup;
+} | {
+    ok: false;
+    problems: string[];
+};
+/** The writer's check: whether the content is an ask, with the list and values it adds. Pure. */
+export declare function checkCrmPicklistValuesSetup(content: Readonly<Record<string, unknown>>): PluginDraftCheck;
+/** What adding to a list comes to: the values added, those it already held, and those it holds inactive. */
+export interface CrmPicklistValuesOutcome {
+    added: string[];
+    existing: string[];
+    inactive: string[];
+}
+/**
+ * The values a standard picklist gains, as the console's Add value adds them
+ * one by one at the end of the list. Pure. A value the list holds, in any
+ * capitals, is left as it is; the list's ceiling refuses the whole ask
+ * rather than adding part of it.
+ */
+export declare function planCrmPicklistValues(definition: CrmPicklistDefinition, picklist: CrmPicklist, setup: Pick<CrmPicklistValuesSetup, 'values' | 'meaning' | 'group'>): ({
+    ok: true;
+    picklist: CrmPicklist;
+} & CrmPicklistValuesOutcome) | {
+    ok: false;
+    error: string;
+};
+/** What adding choices to a custom Choice field comes to. */
+export type CrmCustomChoiceValuesPlan = ({
+    ok: true;
+    id: string;
+    label: string;
+    options: string[];
+} & CrmPicklistValuesOutcome) | {
+    ok: false;
+    status: 404 | 409;
+    error: string;
+};
+/**
+ * The choices a custom Choice field gains, appended as the drawer appends a
+ * typed line. Pure. The field is the active one on the object with that
+ * label or key, in any capitals; a choice it holds in any capitals is left
+ * as it is, and the drawer's 50-choice ceiling refuses the whole ask.
+ */
+export declare function planCrmCustomChoiceValues(setup: Pick<CrmPicklistValuesSetup, 'values'> & {
+    target: Extract<CrmPicklistValuesTarget, {
+        kind: 'custom';
+    }>;
+}, definitions: readonly CrmFieldDefinitionDoc[]): CrmCustomChoiceValuesPlan;
+/** Where a picklist's values are kept, for a refusal and a record's name: "Lead status (Leads)". */
+export declare function crmPicklistValuesName(definition: CrmPicklistDefinition): string;