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

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

@@ -0,0 +1,262 @@
+import { _ as _extends } from "@swc/helpers/_/_extends";
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ // Modules by their own paths, never the `@aglyn/aglyn` barrel: the console
+// server's boot reaches this file through the CRM's setup writers.
+import { fieldDefinitionsForObject } from "@aglyn/aglyn/app-utils/contact-custom-fields";
+import { CRM_FIELD_OBJECT_LABELS, CRM_FIELD_OBJECTS, CRM_PICKLIST_IDS, CRM_PICKLIST_OBJECT_LABELS, crmPicklistDefinition, crmPicklistValueByLabel, isCrmFieldObject, normalizeContactFieldKey, normalizeCrmPicklistLabel } from "@aglyn/aglyn/app-utils/crm";
+import { CRM_FIELD_OPTION_MAX_LENGTH, CRM_FIELD_OPTIONS_MAX } from "./crm-setup-content.js";
+import { addPicklistValue, picklistAddableMeanings, picklistMeaningLabel } from "./picklist-values.js";
+/**
+ * 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 const CRM_PICKLIST_VALUES_SETUP_RESOURCE = 'crm-picklist-values';
+/** The `list` that names a custom Choice field rather than a standard picklist. */ export const CRM_CUSTOM_CHOICE_LIST = 'custom';
+/** The most values one ask adds. */ export const CRM_PICKLIST_VALUES_SETUP_MAX = 50;
+/** Every `list` an ask may name: the standard picklists, then a custom Choice field. */ export const CRM_PICKLIST_VALUES_LISTS = [
+    ...CRM_PICKLIST_IDS,
+    CRM_CUSTOM_CHOICE_LIST
+];
+function text(value) {
+    return typeof value === 'string' ? value.replace(/\s+/g, ' ').trim() : '';
+}
+const lower = (value)=>value.trim().toLowerCase();
+/** A meaning named by its id or by how it reads ("Nurturing"), or `null`. */ function meaningNamed(definition, asked) {
+    var _find, _definition_meanings;
+    const key = lower(asked);
+    return (_find = ((_definition_meanings = definition.meanings) != null ? _definition_meanings : []).find((meaning)=>lower(meaning) === key || lower(picklistMeaningLabel(definition, meaning)) === key)) != null ? _find : null;
+}
+/** A group named by its id or its label ("Inbound"), or `null`. */ function groupNamed(definition, asked) {
+    var _ref, _definition_groups;
+    var _find;
+    const key = lower(asked);
+    return (_ref = (_find = ((_definition_groups = definition.groups) != null ? _definition_groups : []).find((group)=>lower(group.id) === key || lower(group.label) === key)) == null ? void 0 : _find.id) != null ? _ref : null;
+}
+/** An ask's content, read and judged. Pure. */ export function readCrmPicklistValuesSetup(content) {
+    const problems = [];
+    const list = text(content['list']);
+    const definition = list === CRM_CUSTOM_CHOICE_LIST ? null : crmPicklistDefinition(list);
+    if (list !== CRM_CUSTOM_CHOICE_LIST && !definition) {
+        problems.push(`A list is one of ${CRM_PICKLIST_VALUES_LISTS.join(', ')}.`);
+    }
+    let target = definition ? {
+        kind: 'picklist',
+        id: definition.id
+    } : null;
+    if (list === CRM_CUSTOM_CHOICE_LIST) {
+        const object = content['object'];
+        const field = text(content['field']);
+        if (!isCrmFieldObject(object)) problems.push(`A custom Choice field is on one of ${CRM_FIELD_OBJECTS.join(', ')}.`);
+        if (!field) problems.push('Name the custom Choice field the values go on.');
+        if (isCrmFieldObject(object) && field) target = {
+            kind: 'custom',
+            object,
+            field
+        };
+    }
+    const maxLength = (target == null ? void 0 : target.kind) === 'custom' ? CRM_FIELD_OPTION_MAX_LENGTH : 120;
+    const listed = Array.isArray(content['values']) ? content['values'] : [];
+    const values = [];
+    for (const entry of listed){
+        if (typeof entry !== 'string') {
+            problems.push('Each value is a name.');
+            break;
+        }
+        const label = normalizeCrmPicklistLabel(entry).slice(0, maxLength);
+        if (!label || values.some((one)=>lower(one) === lower(label))) continue;
+        values.push(label);
+    }
+    if (!values.length) problems.push('Name at least one value to add.');
+    if (values.length > CRM_PICKLIST_VALUES_SETUP_MAX) {
+        problems.push(`One ask adds at most ${CRM_PICKLIST_VALUES_SETUP_MAX} values.`);
+    }
+    let meaning = null;
+    let group = null;
+    if (definition) {
+        var _definition_meanings, _definition_groups;
+        const addable = picklistAddableMeanings(definition);
+        if ((_definition_meanings = definition.meanings) == null ? void 0 : _definition_meanings.length) {
+            var _definition_reservedMeanings;
+            const askedMeaning = text(content['meaning']);
+            meaning = askedMeaning ? meaningNamed(definition, askedMeaning) : null;
+            const names = addable.map((one)=>picklistMeaningLabel(definition, one)).join(', ');
+            if (meaning && ((_definition_reservedMeanings = definition.reservedMeanings) == null ? void 0 : _definition_reservedMeanings.includes(meaning))) {
+                problems.push(`Only the platform sets ${picklistMeaningLabel(definition, meaning)}; an added ${definition.label.toLowerCase()} means one of: ${names}.`);
+            } else if (!meaning) {
+                problems.push(`Each ${definition.label.toLowerCase()} value means one of: ${names}. Say which.`);
+            }
+        }
+        const askedGroup = text(content['group']);
+        if (askedGroup && ((_definition_groups = definition.groups) == null ? void 0 : _definition_groups.length)) {
+            group = groupNamed(definition, askedGroup);
+            if (!group) problems.push(`A ${definition.label.toLowerCase()} group is one of: ${definition.groups.map((one)=>one.label).join(', ')}.`);
+        }
+    }
+    if (problems.length || !target) return {
+        ok: false,
+        problems: problems.length ? problems : [
+            'Name a list.'
+        ]
+    };
+    return {
+        ok: true,
+        value: {
+            target,
+            values,
+            meaning,
+            group
+        }
+    };
+}
+/** The writer's check: whether the content is an ask, with the list and values it adds. Pure. */ export function checkCrmPicklistValuesSetup(content) {
+    const read = readCrmPicklistValuesSetup(content);
+    if (read.ok === false) return {
+        ok: false,
+        problems: read.problems
+    };
+    const { target, values } = read.value;
+    return {
+        ok: true,
+        facts: target.kind === 'picklist' ? {
+            list: target.id,
+            values
+        } : {
+            list: CRM_CUSTOM_CHOICE_LIST,
+            object: target.object,
+            field: target.field,
+            values
+        }
+    };
+}
+/**
+ * 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 function planCrmPicklistValues(definition, picklist, setup) {
+    let next = picklist;
+    const outcome = {
+        added: [],
+        existing: [],
+        inactive: []
+    };
+    for (const label of setup.values){
+        const held = crmPicklistValueByLabel(next, label);
+        if (held) {
+            ;
+            (held.active ? outcome.existing : outcome.inactive).push(held.label);
+            continue;
+        }
+        const move = addPicklistValue(definition, next, label, {
+            group: setup.group,
+            meaning: setup.meaning
+        });
+        if (move.ok === false) return {
+            ok: false,
+            error: move.error
+        };
+        next = move.picklist;
+        outcome.added.push(label);
+    }
+    return _extends({
+        ok: true,
+        picklist: next
+    }, outcome);
+}
+/**
+ * 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 function planCrmCustomChoiceValues(setup, definitions) {
+    var _match_options;
+    const { object, field } = setup.target;
+    const key = normalizeContactFieldKey(field);
+    const noun = CRM_FIELD_OBJECT_LABELS[object].toLowerCase();
+    const match = fieldDefinitionsForObject(definitions, object).find((one)=>{
+        var _one_label;
+        return !one.retiredAt && (lower(String((_one_label = one.label) != null ? _one_label : '')) === lower(field) || key !== null && one.key === key);
+    });
+    if (!match) {
+        return {
+            ok: false,
+            status: 404,
+            error: `There is no custom field “${field}” on ${noun}. Add it as a Choice field first.`
+        };
+    }
+    if (match.type !== 'select') {
+        return {
+            ok: false,
+            status: 409,
+            error: `“${match.label}” on ${noun} is not a Choice field, so it has no choices to add to.`
+        };
+    }
+    const options = [
+        ...(_match_options = match.options) != null ? _match_options : []
+    ];
+    const outcome = {
+        added: [],
+        existing: [],
+        inactive: []
+    };
+    for (const label of setup.values){
+        const held = options.find((one)=>lower(one) === lower(label));
+        if (held) {
+            outcome.existing.push(held);
+            continue;
+        }
+        options.push(label);
+        outcome.added.push(label);
+    }
+    if (options.length > CRM_FIELD_OPTIONS_MAX) {
+        var _ref;
+        var _match_options1;
+        return {
+            ok: false,
+            status: 409,
+            error: `“${match.label}” holds at most ${CRM_FIELD_OPTIONS_MAX} choices; it has ${(_ref = (_match_options1 = match.options) == null ? void 0 : _match_options1.length) != null ? _ref : 0}.`
+        };
+    }
+    return _extends({
+        ok: true,
+        id: match.$id,
+        label: match.label,
+        options
+    }, outcome);
+}
+/** Where a picklist's values are kept, for a refusal and a record's name: "Lead status (Leads)". */ export function crmPicklistValuesName(definition) {
+    return `${definition.label} (${CRM_PICKLIST_OBJECT_LABELS[definition.object]})`;
+}
+
+//# sourceMappingURL=crm-picklist-setup-content.js.map

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

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-picklist-setup-content.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n// Modules by their own paths, never the `@aglyn/aglyn` barrel: the console\n// server's boot reaches this file through the CRM's setup writers.\nimport { fieldDefinitionsForObject } from '@aglyn/aglyn/app-utils/contact-custom-fields'\nimport {\n  CRM_FIELD_OBJECT_LABELS,\n  CRM_FIELD_OBJECTS,\n  CRM_PICKLIST_IDS,\n  CRM_PICKLIST_OBJECT_LABELS,\n  type CrmFieldObject,\n  type CrmPicklist,\n  type CrmPicklistDefinition,\n  type CrmPicklistId,\n  crmPicklistDefinition,\n  crmPicklistValueByLabel,\n  isCrmFieldObject,\n  normalizeContactFieldKey,\n  normalizeCrmPicklistLabel,\n} from '@aglyn/aglyn/app-utils/crm'\nimport type { PluginDraftCheck } from '@aglyn/aglyn/plugin-manager/plugin-resource-drafts'\nimport {\n  CRM_FIELD_OPTION_MAX_LENGTH,\n  CRM_FIELD_OPTIONS_MAX,\n  type CrmFieldDefinitionDoc,\n} from './crm-setup-content'\nimport { addPicklistValue, picklistAddableMeanings, picklistMeaningLabel } from './picklist-values'\n\n/**\n * VALUES ADDED TO A CRM PICKLIST (AGL-3756): what a person adds in CRM →\n * Fields with a picklist's **Add value**, or by typing another line into a\n * Choice field's choices — as pure rules, for Aglyn AI's build.\n *\n * Two kinds of list take values, and the console extends both:\n *\n *  - every STANDARD picklist in `CRM_PICKLIST_DEFINITIONS` — lead status,\n *    lead source, a deal's type and contact role, a company's type,\n *    industry, rating and ownership, the salutation, and a task's status,\n *    priority, type and subject. An added value is `addPicklistValue`'s, the\n *    console's own move: a lead status or task status names its MEANING\n *    (never one the platform reserves, such as Qualified), a lead source may\n *    name its GROUP (Inbound or Outbound);\n *  - a custom CHOICE field's options, on the object it describes.\n *\n * ONLY ADDS. Nothing is removed, renamed, reordered, deactivated or\n * reactivated: a value already in the list, in any capitals, is left as it\n * is — an inactive one included, which the console would have the person\n * activate, so it is reported rather than touched. Asked twice, nothing is\n * added twice.\n */\n\n/** The resource the CRM's picklist values writer is registered under. */\nexport const CRM_PICKLIST_VALUES_SETUP_RESOURCE = 'crm-picklist-values'\n\n/** The `list` that names a custom Choice field rather than a standard picklist. */\nexport const CRM_CUSTOM_CHOICE_LIST = 'custom'\n\n/** The most values one ask adds. */\nexport const CRM_PICKLIST_VALUES_SETUP_MAX = 50\n\n/** Every `list` an ask may name: the standard picklists, then a custom Choice field. */\nexport const CRM_PICKLIST_VALUES_LISTS: readonly string[] = [...CRM_PICKLIST_IDS, CRM_CUSTOM_CHOICE_LIST]\n\n/** Which list an ask adds to. */\nexport type CrmPicklistValuesTarget =\n  | { kind: 'picklist'; id: CrmPicklistId }\n  | { kind: 'custom'; object: CrmFieldObject; field: string }\n\n/** One ask, read. */\nexport interface CrmPicklistValuesSetup {\n  target: CrmPicklistValuesTarget\n  /** The labels, normalized, without duplicates in any capitals, in the asked order. */\n  values: string[]\n  /** What each value means, on a picklist with meanings; `null` otherwise. */\n  meaning: string | null\n  /** The group each value is filed under, on a picklist with groups; `null` for none. */\n  group: string | null\n}\n\nfunction text(value: unknown): string {\n  return typeof value === 'string' ? value.replace(/\\s+/g, ' ').trim() : ''\n}\n\nconst lower = (value: string) => value.trim().toLowerCase()\n\n/** A meaning named by its id or by how it reads (\"Nurturing\"), or `null`. */\nfunction meaningNamed(definition: CrmPicklistDefinition, asked: string): string | null {\n  const key = lower(asked)\n  return (\n    (definition.meanings ?? []).find(\n      (meaning) => lower(meaning) === key || lower(picklistMeaningLabel(definition, meaning)) === key,\n    ) ?? null\n  )\n}\n\n/** A group named by its id or its label (\"Inbound\"), or `null`. */\nfunction groupNamed(definition: CrmPicklistDefinition, asked: string): string | null {\n  const key = lower(asked)\n  return (definition.groups ?? []).find((group) => lower(group.id) === key || lower(group.label) === key)?.id ?? null\n}\n\n/** An ask's content, read and judged. Pure. */\nexport function readCrmPicklistValuesSetup(\n  content: Readonly<Record<string, unknown>>,\n): { ok: true; value: CrmPicklistValuesSetup } | { ok: false; problems: string[] } {\n  const problems: string[] = []\n  const list = text(content['list'])\n  const definition = list === CRM_CUSTOM_CHOICE_LIST ? null : crmPicklistDefinition(list)\n  if (list !== CRM_CUSTOM_CHOICE_LIST && !definition) {\n    problems.push(`A list is one of ${CRM_PICKLIST_VALUES_LISTS.join(', ')}.`)\n  }\n\n  let target: CrmPicklistValuesTarget | null = definition ? { kind: 'picklist', id: definition.id as CrmPicklistId } : null\n  if (list === CRM_CUSTOM_CHOICE_LIST) {\n    const object = content['object']\n    const field = text(content['field'])\n    if (!isCrmFieldObject(object)) problems.push(`A custom Choice field is on one of ${CRM_FIELD_OBJECTS.join(', ')}.`)\n    if (!field) problems.push('Name the custom Choice field the values go on.')\n    if (isCrmFieldObject(object) && field) target = { kind: 'custom', object, field }\n  }\n\n  const maxLength = target?.kind === 'custom' ? CRM_FIELD_OPTION_MAX_LENGTH : 120\n  const listed = Array.isArray(content['values']) ? content['values'] : []\n  const values: string[] = []\n  for (const entry of listed) {\n    if (typeof entry !== 'string') {\n      problems.push('Each value is a name.')\n      break\n    }\n    const label = normalizeCrmPicklistLabel(entry).slice(0, maxLength)\n    if (!label || values.some((one) => lower(one) === lower(label))) continue\n    values.push(label)\n  }\n  if (!values.length) problems.push('Name at least one value to add.')\n  if (values.length > CRM_PICKLIST_VALUES_SETUP_MAX) {\n    problems.push(`One ask adds at most ${CRM_PICKLIST_VALUES_SETUP_MAX} values.`)\n  }\n\n  let meaning: string | null = null\n  let group: string | null = null\n  if (definition) {\n    const addable = picklistAddableMeanings(definition)\n    if (definition.meanings?.length) {\n      const askedMeaning = text(content['meaning'])\n      meaning = askedMeaning ? meaningNamed(definition, askedMeaning) : null\n      const names = addable.map((one) => picklistMeaningLabel(definition, one)).join(', ')\n      if (meaning && definition.reservedMeanings?.includes(meaning)) {\n        problems.push(`Only the platform sets ${picklistMeaningLabel(definition, meaning)}; an added ${definition.label.toLowerCase()} means one of: ${names}.`)\n      } else if (!meaning) {\n        problems.push(`Each ${definition.label.toLowerCase()} value means one of: ${names}. Say which.`)\n      }\n    }\n    const askedGroup = text(content['group'])\n    if (askedGroup && definition.groups?.length) {\n      group = groupNamed(definition, askedGroup)\n      if (!group) problems.push(`A ${definition.label.toLowerCase()} group is one of: ${definition.groups.map((one) => one.label).join(', ')}.`)\n    }\n  }\n\n  if (problems.length || !target) return { ok: false, problems: problems.length ? problems : ['Name a list.'] }\n  return { ok: true, value: { target, values, meaning, group } }\n}\n\n/** The writer's check: whether the content is an ask, with the list and values it adds. Pure. */\nexport function checkCrmPicklistValuesSetup(content: Readonly<Record<string, unknown>>): PluginDraftCheck {\n  const read = readCrmPicklistValuesSetup(content)\n  if (read.ok === false) return { ok: false, problems: read.problems }\n  const { target, values } = read.value\n  return {\n    ok: true,\n    facts: target.kind === 'picklist' ? { list: target.id, values } : { list: CRM_CUSTOM_CHOICE_LIST, object: target.object, field: target.field, values },\n  }\n}\n\n/** What adding to a list comes to: the values added, those it already held, and those it holds inactive. */\nexport interface CrmPicklistValuesOutcome {\n  added: string[]\n  existing: string[]\n  inactive: string[]\n}\n\n/**\n * The values a standard picklist gains, as the console's Add value adds them\n * one by one at the end of the list. Pure. A value the list holds, in any\n * capitals, is left as it is; the list's ceiling refuses the whole ask\n * rather than adding part of it.\n */\nexport function planCrmPicklistValues(\n  definition: CrmPicklistDefinition,\n  picklist: CrmPicklist,\n  setup: Pick<CrmPicklistValuesSetup, 'values' | 'meaning' | 'group'>,\n): ({ ok: true; picklist: CrmPicklist } & CrmPicklistValuesOutcome) | { ok: false; error: string } {\n  let next = picklist\n  const outcome: CrmPicklistValuesOutcome = { added: [], existing: [], inactive: [] }\n  for (const label of setup.values) {\n    const held = crmPicklistValueByLabel(next, label)\n    if (held) {\n      ;(held.active ? outcome.existing : outcome.inactive).push(held.label)\n      continue\n    }\n    const move = addPicklistValue(definition, next, label, { group: setup.group, meaning: setup.meaning })\n    if (move.ok === false) return { ok: false, error: move.error }\n    next = move.picklist\n    outcome.added.push(label)\n  }\n  return { ok: true, picklist: next, ...outcome }\n}\n\n/** What adding choices to a custom Choice field comes to. */\nexport type CrmCustomChoiceValuesPlan =\n  | ({ ok: true; id: string; label: string; options: string[] } & CrmPicklistValuesOutcome)\n  | { ok: false; status: 404 | 409; error: string }\n\n/**\n * The choices a custom Choice field gains, appended as the drawer appends a\n * typed line. Pure. The field is the active one on the object with that\n * label or key, in any capitals; a choice it holds in any capitals is left\n * as it is, and the drawer's 50-choice ceiling refuses the whole ask.\n */\nexport function planCrmCustomChoiceValues(\n  setup: Pick<CrmPicklistValuesSetup, 'values'> & { target: Extract<CrmPicklistValuesTarget, { kind: 'custom' }> },\n  definitions: readonly CrmFieldDefinitionDoc[],\n): CrmCustomChoiceValuesPlan {\n  const { object, field } = setup.target\n  const key = normalizeContactFieldKey(field)\n  const noun = CRM_FIELD_OBJECT_LABELS[object].toLowerCase()\n  const match = fieldDefinitionsForObject(definitions, object).find(\n    (one) => !one.retiredAt && (lower(String(one.label ?? '')) === lower(field) || (key !== null && one.key === key)),\n  )\n  if (!match) {\n    return {\n      ok: false,\n      status: 404,\n      error: `There is no custom field “${field}” on ${noun}. Add it as a Choice field first.`,\n    }\n  }\n  if (match.type !== 'select') {\n    return { ok: false, status: 409, error: `“${match.label}” on ${noun} is not a Choice field, so it has no choices to add to.` }\n  }\n  const options = [...(match.options ?? [])]\n  const outcome: CrmPicklistValuesOutcome = { added: [], existing: [], inactive: [] }\n  for (const label of setup.values) {\n    const held = options.find((one) => lower(one) === lower(label))\n    if (held) {\n      outcome.existing.push(held)\n      continue\n    }\n    options.push(label)\n    outcome.added.push(label)\n  }\n  if (options.length > CRM_FIELD_OPTIONS_MAX) {\n    return {\n      ok: false,\n      status: 409,\n      error: `“${match.label}” holds at most ${CRM_FIELD_OPTIONS_MAX} choices; it has ${match.options?.length ?? 0}.`,\n    }\n  }\n  return { ok: true, id: match.$id, label: match.label, options, ...outcome }\n}\n\n/** Where a picklist's values are kept, for a refusal and a record's name: \"Lead status (Leads)\". */\nexport function crmPicklistValuesName(definition: CrmPicklistDefinition): string {\n  return `${definition.label} (${CRM_PICKLIST_OBJECT_LABELS[definition.object]})`\n}\n"],"names":["fieldDefinitionsForObject","CRM_FIELD_OBJECT_LABELS","CRM_FIELD_OBJECTS","CRM_PICKLIST_IDS","CRM_PICKLIST_OBJECT_LABELS","crmPicklistDefinition","crmPicklistValueByLabel","isCrmFieldObject","normalizeContactFieldKey","normalizeCrmPicklistLabel","CRM_FIELD_OPTION_MAX_LENGTH","CRM_FIELD_OPTIONS_MAX","addPicklistValue","picklistAddableMeanings","picklistMeaningLabel","CRM_PICKLIST_VALUES_SETUP_RESOURCE","CRM_CUSTOM_CHOICE_LIST","CRM_PICKLIST_VALUES_SETUP_MAX","CRM_PICKLIST_VALUES_LISTS","text","value","replace","trim","lower","toLowerCase","meaningNamed","definition","asked","key","meanings","find","meaning","groupNamed","groups","group","id","label","readCrmPicklistValuesSetup","content","problems","list","push","join","target","kind","object","field","maxLength","listed","Array","isArray","values","entry","slice","some","one","length","addable","askedMeaning","names","map","reservedMeanings","includes","askedGroup","ok","checkCrmPicklistValuesSetup","read","facts","planCrmPicklistValues","picklist","setup","next","outcome","added","existing","inactive","held","active","move","error","planCrmCustomChoiceValues","definitions","match","noun","retiredAt","String","status","type","options","$id","crmPicklistValuesName"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,2EAA2E;AAC3E,mEAAmE;AACnE,SAASA,yBAAyB,QAAQ,+CAA8C;AACxF,SACEC,uBAAuB,EACvBC,iBAAiB,EACjBC,gBAAgB,EAChBC,0BAA0B,EAK1BC,qBAAqB,EACrBC,uBAAuB,EACvBC,gBAAgB,EAChBC,wBAAwB,EACxBC,yBAAyB,QACpB,6BAA4B;AAEnC,SACEC,2BAA2B,EAC3BC,qBAAqB,QAEhB,yBAAqB;AAC5B,SAASC,gBAAgB,EAAEC,uBAAuB,EAAEC,oBAAoB,QAAQ,uBAAmB;AAEnG;;;;;;;;;;;;;;;;;;;;;CAqBC,GAED,uEAAuE,GACvE,OAAO,MAAMC,qCAAqC,sBAAqB;AAEvE,iFAAiF,GACjF,OAAO,MAAMC,yBAAyB,SAAQ;AAE9C,kCAAkC,GAClC,OAAO,MAAMC,gCAAgC,GAAE;AAE/C,sFAAsF,GACtF,OAAO,MAAMC,4BAA+C;OAAIf;IAAkBa;CAAuB,CAAA;AAkBzG,SAASG,KAAKC,KAAc;IAC1B,OAAO,OAAOA,UAAU,WAAWA,MAAMC,OAAO,CAAC,QAAQ,KAAKC,IAAI,KAAK;AACzE;AAEA,MAAMC,QAAQ,CAACH,QAAkBA,MAAME,IAAI,GAAGE,WAAW;AAEzD,2EAA2E,GAC3E,SAASC,aAAaC,UAAiC,EAAEC,KAAa;QAGlE,OAACD;IAFH,MAAME,MAAML,MAAMI;IAClB,QACE,QAAA,EAACD,uBAAAA,WAAWG,QAAQ,YAAnBH,uBAAuB,EAAE,EAAEI,IAAI,CAC9B,CAACC,UAAYR,MAAMQ,aAAaH,OAAOL,MAAMT,qBAAqBY,YAAYK,cAAcH,gBAD9F,QAEK;AAET;AAEA,iEAAiE,GACjE,SAASI,WAAWN,UAAiC,EAAEC,KAAa;cAE1DD;QAAD;IADP,MAAME,MAAML,MAAMI;IAClB,gBAAO,QAAA,EAACD,qBAAAA,WAAWO,MAAM,YAAjBP,qBAAqB,EAAE,EAAEI,IAAI,CAAC,CAACI,QAAUX,MAAMW,MAAMC,EAAE,MAAMP,OAAOL,MAAMW,MAAME,KAAK,MAAMR,yBAA5F,MAAkGO,EAAE,mBAAI;AACjH;AAEA,6CAA6C,GAC7C,OAAO,SAASE,2BACdC,OAA0C;IAE1C,MAAMC,WAAqB,EAAE;IAC7B,MAAMC,OAAOrB,KAAKmB,OAAO,CAAC,OAAO;IACjC,MAAMZ,aAAac,SAASxB,yBAAyB,OAAOX,sBAAsBmC;IAClF,IAAIA,SAASxB,0BAA0B,CAACU,YAAY;QAClDa,SAASE,IAAI,CAAC,CAAC,iBAAiB,EAAEvB,0BAA0BwB,IAAI,CAAC,MAAM,CAAC,CAAC;IAC3E;IAEA,IAAIC,SAAyCjB,aAAa;QAAEkB,MAAM;QAAYT,IAAIT,WAAWS,EAAE;IAAkB,IAAI;IACrH,IAAIK,SAASxB,wBAAwB;QACnC,MAAM6B,SAASP,OAAO,CAAC,SAAS;QAChC,MAAMQ,QAAQ3B,KAAKmB,OAAO,CAAC,QAAQ;QACnC,IAAI,CAAC/B,iBAAiBsC,SAASN,SAASE,IAAI,CAAC,CAAC,mCAAmC,EAAEvC,kBAAkBwC,IAAI,CAAC,MAAM,CAAC,CAAC;QAClH,IAAI,CAACI,OAAOP,SAASE,IAAI,CAAC;QAC1B,IAAIlC,iBAAiBsC,WAAWC,OAAOH,SAAS;YAAEC,MAAM;YAAUC;YAAQC;QAAM;IAClF;IAEA,MAAMC,YAAYJ,CAAAA,0BAAAA,OAAQC,IAAI,MAAK,WAAWlC,8BAA8B;IAC5E,MAAMsC,SAASC,MAAMC,OAAO,CAACZ,OAAO,CAAC,SAAS,IAAIA,OAAO,CAAC,SAAS,GAAG,EAAE;IACxE,MAAMa,SAAmB,EAAE;IAC3B,KAAK,MAAMC,SAASJ,OAAQ;QAC1B,IAAI,OAAOI,UAAU,UAAU;YAC7Bb,SAASE,IAAI,CAAC;YACd;QACF;QACA,MAAML,QAAQ3B,0BAA0B2C,OAAOC,KAAK,CAAC,GAAGN;QACxD,IAAI,CAACX,SAASe,OAAOG,IAAI,CAAC,CAACC,MAAQhC,MAAMgC,SAAShC,MAAMa,SAAS;QACjEe,OAAOV,IAAI,CAACL;IACd;IACA,IAAI,CAACe,OAAOK,MAAM,EAAEjB,SAASE,IAAI,CAAC;IAClC,IAAIU,OAAOK,MAAM,GAAGvC,+BAA+B;QACjDsB,SAASE,IAAI,CAAC,CAAC,qBAAqB,EAAExB,8BAA8B,QAAQ,CAAC;IAC/E;IAEA,IAAIc,UAAyB;IAC7B,IAAIG,QAAuB;IAC3B,IAAIR,YAAY;YAEVA,sBAWcA;QAZlB,MAAM+B,UAAU5C,wBAAwBa;QACxC,KAAIA,uBAAAA,WAAWG,QAAQ,qBAAnBH,qBAAqB8B,MAAM,EAAE;gBAIhB9B;YAHf,MAAMgC,eAAevC,KAAKmB,OAAO,CAAC,UAAU;YAC5CP,UAAU2B,eAAejC,aAAaC,YAAYgC,gBAAgB;YAClE,MAAMC,QAAQF,QAAQG,GAAG,CAAC,CAACL,MAAQzC,qBAAqBY,YAAY6B,MAAMb,IAAI,CAAC;YAC/E,IAAIX,aAAWL,+BAAAA,WAAWmC,gBAAgB,qBAA3BnC,6BAA6BoC,QAAQ,CAAC/B,WAAU;gBAC7DQ,SAASE,IAAI,CAAC,CAAC,uBAAuB,EAAE3B,qBAAqBY,YAAYK,SAAS,WAAW,EAAEL,WAAWU,KAAK,CAACZ,WAAW,GAAG,eAAe,EAAEmC,MAAM,CAAC,CAAC;YACzJ,OAAO,IAAI,CAAC5B,SAAS;gBACnBQ,SAASE,IAAI,CAAC,CAAC,KAAK,EAAEf,WAAWU,KAAK,CAACZ,WAAW,GAAG,qBAAqB,EAAEmC,MAAM,YAAY,CAAC;YACjG;QACF;QACA,MAAMI,aAAa5C,KAAKmB,OAAO,CAAC,QAAQ;QACxC,IAAIyB,gBAAcrC,qBAAAA,WAAWO,MAAM,qBAAjBP,mBAAmB8B,MAAM,GAAE;YAC3CtB,QAAQF,WAAWN,YAAYqC;YAC/B,IAAI,CAAC7B,OAAOK,SAASE,IAAI,CAAC,CAAC,EAAE,EAAEf,WAAWU,KAAK,CAACZ,WAAW,GAAG,kBAAkB,EAAEE,WAAWO,MAAM,CAAC2B,GAAG,CAAC,CAACL,MAAQA,IAAInB,KAAK,EAAEM,IAAI,CAAC,MAAM,CAAC,CAAC;QAC3I;IACF;IAEA,IAAIH,SAASiB,MAAM,IAAI,CAACb,QAAQ,OAAO;QAAEqB,IAAI;QAAOzB,UAAUA,SAASiB,MAAM,GAAGjB,WAAW;YAAC;SAAe;IAAC;IAC5G,OAAO;QAAEyB,IAAI;QAAM5C,OAAO;YAAEuB;YAAQQ;YAAQpB;YAASG;QAAM;IAAE;AAC/D;AAEA,+FAA+F,GAC/F,OAAO,SAAS+B,4BAA4B3B,OAA0C;IACpF,MAAM4B,OAAO7B,2BAA2BC;IACxC,IAAI4B,KAAKF,EAAE,KAAK,OAAO,OAAO;QAAEA,IAAI;QA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package/src/lib/model/crm-record-routes.js

@@ -14,6 +14,7 @@
 import { registerPluginRecordRoute } from "@aglyn/aglyn/plugin-manager/plugin-record-routes";
 import { BUNDLE_ID } from "../constants/bundle-common.js";
 import { crmRoutes } from "./crm-routes.js";
+import { CRM_PICKLIST_VALUES_SETUP_RESOURCE } from "./crm-picklist-setup-content.js";
 import { CRM_FIELD_SETUP_RESOURCE, CRM_PIPELINE_SETUP_RESOURCE } from "./crm-setup-content.js";
 /**
  * Where the CRM's records are read, published for every other surface.
@@ -78,6 +79,11 @@ function hub(context) {
         list: (context)=>hub(context).section('fields'),
         record: (context)=>hub(context).section('fields')
     }, owner);
+    // A picklist's values and a Choice field's choices are kept on Fields (AGL-3756).
+    registerPluginRecordRoute(CRM_PICKLIST_VALUES_SETUP_RESOURCE, {
+        list: (context)=>hub(context).section('fields'),
+        record: (context)=>hub(context).section('fields')
+    }, owner);
     // A task has no page of its own: it is a row in the Tasks list, at both
     // levels, so a task's record answers the list.
     registerPluginRecordRoute('task', {

package/src/lib/model/crm-record-routes.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-record-routes.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\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 *   http://www.apache.org/licenses/LICENSE-2.0\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 { buildRoute, Route } from '@aglyn/aglyn/app-utils/console-routes'\nimport {\n  registerPluginRecordRoute,\n  type PluginRecordRouteContext,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { BUNDLE_ID } from '../constants/bundle-common'\nimport { crmRoutes, type CrmRoutes } from './crm-routes'\nimport { CRM_FIELD_SETUP_RESOURCE, CRM_PIPELINE_SETUP_RESOURCE } from './crm-setup-content'\n\n/**\n * Where the CRM's records are read, published for every other surface.\n *\n * The Inbox links a lead, a submission links its sender, a form links the\n * people it captured. Each used to import {@link crmRoutes} and spell the\n * CRM's nav slug to do it, which made every one of them a reader of this\n * plugin's address table. They ask the record-route registry now, and get\n * `null` — text instead of a link — in a workspace where the CRM is not\n * loaded, which is also the first time that link stopped pointing at a page\n * the workspace cannot open.\n */\n\n/** The nav slug the shell resolves this plugin's hub by, at either scope. */\nconst CRM_SLUG = 'crm'\n\nfunction hub(context: PluginRecordRouteContext): CrmRoutes {\n  return crmRoutes(\n    context.host\n      ? buildRoute(Route.HOST_PLUGIN, {\n          orgSlug: context.orgSlug,\n          host: context.host,\n          pluginSlug: CRM_SLUG,\n        })\n      : buildRoute(Route.ORG_PLUGIN, {\n          orgSlug: context.orgSlug,\n          pluginSlug: CRM_SLUG,\n        }),\n  )\n}\n\n/** The hub's routes at the scope the context names — the site's, or the org's. */\nexport { hub as crmHubRoutes }\n\n/** The one narrowing the contacts list publishes: the form that captured them. */\nexport const CRM_CONTACT_FILTER_FORM = 'form'\n\n/**\n * Called from the console registrar. The owner is named rather than read off\n * the loader's marker, so the routes register the same way under a spec that\n * calls the registrar directly.\n */\nexport function registerCrmRecordRoutes(): void {\n  const owner = { pluginId: BUNDLE_ID }\n  registerPluginRecordRoute('contact', {\n    list: (context) => hub(context).section('contacts'),\n    record: (context, id) => hub(context).contact(id),\n    byEmail: (context, email) => hub(context).contactByEmail(email),\n    filtered: (context, filter, value) =>\n      filter === CRM_CONTACT_FILTER_FORM\n        ? hub(context).contactsByForm(value)\n        : null,\n  }, owner)\n  registerPluginRecordRoute('lead', {\n    list: (context) => hub(context).section('leads'),\n    // One org row per person since AGL-3275, so the id alone addresses a\n    // lead at both levels — the organization's hub included, where the\n    // organization's Inbox links its leads (AGL-3303).\n    record: (context, id) => hub(context).lead(id),\n  }, owner)\n  registerPluginRecordRoute('company', {\n    list: (context) => hub(context).section('companies'),\n    record: (context, id) => hub(context).company(id),\n  }, owner)\n  registerPluginRecordRoute('deal', {\n    list: (context) => hub(context).section('deals'),\n    record: (context, id) => hub(context).deal(id),\n  }, owner)\n  // The setup an AI build saves (AGL-3746): a pipeline is edited from the\n  // Deals section's Pipelines, and a custom field is a row in Fields, so\n  // each record answers its section.\n  registerPluginRecordRoute(CRM_PIPELINE_SETUP_RESOURCE, {\n    list: (context) => hub(context).section('deals'),\n    record: (context) => hub(context).section('deals'),\n  }, owner)\n  registerPluginRecordRoute(CRM_FIELD_SETUP_RESOURCE, {\n    list: (context) => hub(context).section('fields'),\n    record: (context) => hub(context).section('fields'),\n  }, owner)\n  // A task has no page of its own: it is a row in the Tasks list, at both\n  // levels, so a task's record answers the list.\n  registerPluginRecordRoute('task', {\n    list: (context) => hub(context).section('tasks'),\n    record: (context) => hub(context).section('tasks'),\n  }, owner)\n}\n"],"names":["buildRoute","Route","registerPluginRecordRoute","BUNDLE_ID","crmRoutes","CRM_FIELD_SETUP_RESOURCE","CRM_PIPELINE_SETUP_RESOURCE","CRM_SLUG","hub","context","host","HOST_PLUGIN","orgSlug","pluginSlug","ORG_PLUGIN","crmHubRoutes","CRM_CONTACT_FILTER_FORM","registerCrmRecordRoutes","owner","pluginId","list","section","record","id","contact","byEmail","email","contactByEmail","filtered","filter","value","contactsByForm","lead","company","deal"],"mappings":"AAAA;;;;;;;;;;;;CAYC,GAED,SAASA,UAAU,EAAEC,KAAK,QAAQ,wCAAuC;AACzE,SACEC,yBAAyB,QAEpB,mDAAkD;AACzD,SAASC,SAAS,QAAQ,gCAA4B;AACtD,SAASC,SAAS,QAAwB,kBAAc;AACxD,SAASC,wBAAwB,EAAEC,2BAA2B,QAAQ,yBAAqB;AAE3F;;;;;;;;;;CAUC,GAED,2EAA2E,GAC3E,MAAMC,WAAW;AAEjB,SAASC,IAAIC,OAAiC;IAC5C,OAAOL,UACLK,QAAQC,IAAI,GACRV,WAAWC,MAAMU,WAAW,EAAE;QAC5BC,SAASH,QAAQG,OAAO;QACxBF,MAAMD,QAAQC,IAAI;QAClBG,YAAYN;IACd,KACAP,WAAWC,MAAMa,UAAU,EAAE;QAC3BF,SAASH,QAAQG,OAAO;QACxBC,YAAYN;IACd;AAER;AAEA,gFAAgF,GAChF,SAASC,OAAOO,YAAY,GAAE;AAE9B,gFAAgF,GAChF,OAAO,MAAMC,0BAA0B,OAAM;AAE7C;;;;CAIC,GACD,OAAO,SAASC;IACd,MAAMC,QAAQ;QAAEC,UAAUhB;IAAU;IACpCD,0BAA0B,WAAW;QACnCkB,MAAM,CAACX,UAAYD,IAAIC,SAASY,OAAO,CAAC;QACxCC,QAAQ,CAACb,SAASc,KAAOf,IAAIC,SAASe,OAAO,CAACD;QAC9CE,SAAS,CAAChB,SAASiB,QAAUlB,IAAIC,SAASkB,cAAc,CAACD;QACzDE,UAAU,CAACnB,SAASoB,QAAQC,QAC1BD,WAAWb,0BACPR,IAAIC,SAASsB,cAAc,CAACD,SAC5B;IACR,GAAGZ;IACHhB,0BAA0B,QAAQ;QAChCkB,MAAM,CAACX,UAAYD,IAAIC,SAASY,OAAO,CAAC;QACxC,qEAAqE;QACrE,mEAAmE;QACnE,mDAAmD;QACnDC,QAAQ,CAACb,SAASc,KAAOf,IAAIC,SAASuB,IAAI,CAACT;IAC7C,GAAGL;IACHhB,0BAA0B,WAAW;QACnCkB,MAAM,CAACX,UAAYD,IAAIC,SAASY,OAAO,CAAC;QACxCC,QAAQ,CAACb,SAASc,KAAOf,IAAIC,SAASwB,OAAO,CAACV;IAChD,GAAGL;IACHhB,0BAA0B,QAAQ;QAChCkB,MAAM,CAACX,UAAYD,IAAIC,SAASY,OAAO,CAAC;QACxCC,QAAQ,CAACb,SAASc,KAAOf,IAAIC,SAASyB,IAAI,CAACX;IAC7C,GAAGL;IACH,wEAAwE;IACxE,uEAAuE;IACvE,mCAAmC;IACnChB,0BAA0BI,6BAA6B;QACrDc,MAAM,CAACX,UAAYD,IAAIC,SAASY,OAAO,CAAC;QACxCC,QAAQ,CAACb,UAAYD,IAAIC,SAASY,OAAO,CAAC;IAC5C,GAAGH;IACHhB,0BAA0BG,0BAA0B;QAClDe,MAAM,CAACX,UAAYD,IAAIC,SAASY,OAAO,CAAC;QACxCC,QAAQ,CAACb,UAAYD,IAAIC,SAASY,OAAO,CAAC;IAC5C,GAAGH;IACH,wEAAwE;IACxE,+CAA+C;IAC/ChB,0BAA0B,QAAQ;QAChCkB,MAAM,CAACX,UAAYD,IAAIC,SAASY,OAAO,CAAC;QACxCC,QAAQ,CAACb,UAAYD,IAAIC,SAASY,OAAO,CAAC;IAC5C,GAAGH;AACL"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-record-routes.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\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 *   http://www.apache.org/licenses/LICENSE-2.0\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 { buildRoute, Route } from '@aglyn/aglyn/app-utils/console-routes'\nimport {\n  registerPluginRecordRoute,\n  type PluginRecordRouteContext,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { BUNDLE_ID } from '../constants/bundle-common'\nimport { crmRoutes, type CrmRoutes } from './crm-routes'\nimport { CRM_PICKLIST_VALUES_SETUP_RESOURCE } from './crm-picklist-setup-content'\nimport { CRM_FIELD_SETUP_RESOURCE, CRM_PIPELINE_SETUP_RESOURCE } from './crm-setup-content'\n\n/**\n * Where the CRM's records are read, published for every other surface.\n *\n * The Inbox links a lead, a submission links its sender, a form links the\n * people it captured. Each used to import {@link crmRoutes} and spell the\n * CRM's nav slug to do it, which made every one of them a reader of this\n * plugin's address table. They ask the record-route registry now, and get\n * `null` — text instead of a link — in a workspace where the CRM is not\n * loaded, which is also the first time that link stopped pointing at a page\n * the workspace cannot open.\n */\n\n/** The nav slug the shell resolves this plugin's hub by, at either scope. */\nconst CRM_SLUG = 'crm'\n\nfunction hub(context: PluginRecordRouteContext): CrmRoutes {\n  return crmRoutes(\n    context.host\n      ? buildRoute(Route.HOST_PLUGIN, {\n          orgSlug: context.orgSlug,\n          host: context.host,\n          pluginSlug: CRM_SLUG,\n        })\n      : buildRoute(Route.ORG_PLUGIN, {\n          orgSlug: context.orgSlug,\n          pluginSlug: CRM_SLUG,\n        }),\n  )\n}\n\n/** The hub's routes at the scope the context names — the site's, or the org's. */\nexport { hub as crmHubRoutes }\n\n/** The one narrowing the contacts list publishes: the form that captured them. */\nexport const CRM_CONTACT_FILTER_FORM = 'form'\n\n/**\n * Called from the console registrar. The owner is named rather than read off\n * the loader's marker, so the routes register the same way under a spec that\n * calls the registrar directly.\n */\nexport function registerCrmRecordRoutes(): void {\n  const owner = { pluginId: BUNDLE_ID }\n  registerPluginRecordRoute('contact', {\n    list: (context) => hub(context).section('contacts'),\n    record: (context, id) => hub(context).contact(id),\n    byEmail: (context, email) => hub(context).contactByEmail(email),\n    filtered: (context, filter, value) =>\n      filter === CRM_CONTACT_FILTER_FORM\n        ? hub(context).contactsByForm(value)\n        : null,\n  }, owner)\n  registerPluginRecordRoute('lead', {\n    list: (context) => hub(context).section('leads'),\n    // One org row per person since AGL-3275, so the id alone addresses a\n    // lead at both levels — the organization's hub included, where the\n    // organization's Inbox links its leads (AGL-3303).\n    record: (context, id) => hub(context).lead(id),\n  }, owner)\n  registerPluginRecordRoute('company', {\n    list: (context) => hub(context).section('companies'),\n    record: (context, id) => hub(context).company(id),\n  }, owner)\n  registerPluginRecordRoute('deal', {\n    list: (context) => hub(context).section('deals'),\n    record: (context, id) => hub(context).deal(id),\n  }, owner)\n  // The setup an AI build saves (AGL-3746): a pipeline is edited from the\n  // Deals section's Pipelines, and a custom field is a row in Fields, so\n  // each record answers its section.\n  registerPluginRecordRoute(CRM_PIPELINE_SETUP_RESOURCE, {\n    list: (context) => hub(context).section('deals'),\n    record: (context) => hub(context).section('deals'),\n  }, owner)\n  registerPluginRecordRoute(CRM_FIELD_SETUP_RESOURCE, {\n    list: (context) => hub(context).section('fields'),\n    record: (context) => hub(context).section('fields'),\n  }, owner)\n  // A picklist's values and a Choice field's choices are kept on Fields (AGL-3756).\n  registerPluginRecordRoute(CRM_PICKLIST_VALUES_SETUP_RESOURCE, {\n    list: (context) => hub(context).section('fields'),\n    record: (context) => hub(context).section('fields'),\n  }, owner)\n  // A task has no page of its own: it is a row in the Tasks list, at both\n  // levels, so a task's record answers the list.\n  registerPluginRecordRoute('task', {\n    list: (context) => hub(context).section('tasks'),\n    record: (context) => hub(context).section('tasks'),\n  }, owner)\n}\n"],"names":["buildRoute","Route","registerPluginRecordRoute","BUNDLE_ID","crmRoutes","CRM_PICKLIST_VALUES_SETUP_RESOURCE","CRM_FIELD_SETUP_RESOURCE","CRM_PIPELINE_SETUP_RESOURCE","CRM_SLUG","hub","context","host","HOST_PLUGIN","orgSlug","pluginSlug","ORG_PLUGIN","crmHubRoutes","CRM_CONTACT_FILTER_FORM","registerCrmRecordRoutes","owner","pluginId","list","section","record","id","contact","byEmail","email","contactByEmail","filtered","filter","value","contactsByForm","lead","company","deal"],"mappings":"AAAA;;;;;;;;;;;;CAYC,GAED,SAASA,UAAU,EAAEC,KAAK,QAAQ,wCAAuC;AACzE,SACEC,yBAAyB,QAEpB,mDAAkD;AACzD,SAASC,SAAS,QAAQ,gCAA4B;AACtD,SAASC,SAAS,QAAwB,kBAAc;AACxD,SAASC,kCAAkC,QAAQ,kCAA8B;AACjF,SAASC,wBAAwB,EAAEC,2BAA2B,QAAQ,yBAAqB;AAE3F;;;;;;;;;;CAUC,GAED,2EAA2E,GAC3E,MAAMC,WAAW;AAEjB,SAASC,IAAIC,OAAiC;IAC5C,OAAON,UACLM,QAAQC,IAAI,GACRX,WAAWC,MAAMW,WAAW,EAAE;QAC5BC,SAASH,QAAQG,OAAO;QACxBF,MAAMD,QAAQC,IAAI;QAClBG,YAAYN;IACd,KACAR,WAAWC,MAAMc,UAAU,EAAE;QAC3BF,SAASH,QAAQG,OAAO;QACxBC,YAAYN;IACd;AAER;AAEA,gFAAgF,GAChF,SAASC,OAAOO,YAAY,GAAE;AAE9B,gFAAgF,GAChF,OAAO,MAAMC,0BAA0B,OAAM;AAE7C;;;;CAIC,GACD,OAAO,SAASC;IACd,MAAMC,QAAQ;QAAEC,UAAUjB;IAAU;IACpCD,0BAA0B,WAAW;QACnCmB,MAAM,CAACX,UAAYD,IAAIC,SAASY,OAAO,CAAC;QACxCC,QAAQ,CAACb,SAASc,KAAOf,IAAIC,SAASe,OAAO,CAACD;QAC9CE,SAAS,CAAChB,SAASiB,QAAUlB,IAAIC,SAASkB,cAAc,CAACD;QACzDE,UAAU,CAACnB,SAASoB,QAAQC,QAC1BD,WAAWb,0BACPR,IAAIC,SAASsB,cAAc,CAACD,SAC5B;IACR,GAAGZ;IACHjB,0BAA0B,QAAQ;QAChCmB,MAAM,CAACX,UAAYD,IAAIC,SAASY,OAAO,CAAC;QACxC,qEAAqE;QACrE,mEAAmE;QACnE,mDAAmD;QACnDC,QAAQ,CAACb,SAASc,KAAOf,IAAIC,SAASuB,IAAI,CAACT;IAC7C,GAAGL;IACHjB,0BAA0B,WAAW;QACnCmB,MAAM,CAACX,UAAYD,IAAIC,SAASY,OAAO,CAAC;QACxCC,QAAQ,CAACb,SAASc,KAAOf,IAAIC,SAASwB,OAAO,CAACV;IAChD,GAAGL;IACHjB,0BAA0B,QAAQ;QAChCmB,MAAM,CAACX,UAAYD,IAAIC,SAASY,OAAO,CAAC;QACxCC,QAAQ,CAACb,SAASc,KAAOf,IAAIC,SAASyB,IAAI,CAACX;IAC7C,GAAGL;IACH,wEAAwE;IACxE,uEAAuE;IACvE,mCAAmC;IACnCjB,0BAA0BK,6BAA6B;QACrDc,MAAM,CAACX,UAAYD,IAAIC,SAASY,OAAO,CAAC;QACxCC,QAAQ,CAACb,UAAYD,IAAIC,SAASY,OAAO,CAAC;IAC5C,GAAGH;IACHjB,0BAA0BI,0BAA0B;QAClDe,MAAM,CAACX,UAAYD,IAAIC,SAASY,OAAO,CAAC;QACxCC,QAAQ,CAACb,UAAYD,IAAIC,SAASY,OAAO,CAAC;IAC5C,GAAGH;IACH,kFAAkF;IAClFjB,0BAA0BG,oCAAoC;QAC5DgB,MAAM,CAACX,UAAYD,IAAIC,SAASY,OAAO,CAAC;QACxCC,QAAQ,CAACb,UAAYD,IAAIC,SAASY,OAAO,CAAC;IAC5C,GAAGH;IACH,wEAAwE;IACxE,+CAA+C;IAC/CjB,0BAA0B,QAAQ;QAChCmB,MAAM,CAACX,UAAYD,IAAIC,SAASY,OAAO,CAAC;QACxCC,QAAQ,CAACb,UAAYD,IAAIC,SAASY,OAAO,CAAC;IAC5C,GAAGH;AACL"}

package/src/lib/model/crm-setup-content.d.ts

@@ -35,7 +35,8 @@ import { type PipelineDoc, type PipelineWriteContext } from './deal-board-model'
  *    `newStageId`'s slugs.
  *  - A FIELD is the Fields section's create: a key derived from the label by
  *    `normalizeContactFieldKey`, one of `CONTACT_FIELD_TYPES`, the choices
- *    the drawer allows, landing last on its object's tab, org-wide.
+ *    the drawer allows, a currency field's ISO 4217 code (USD when unsaid,
+ *    as the drawer's default), landing last on its object's tab, org-wide.
  *
  * IDEMPOTENT BY NAME. Asked twice, nothing is made twice: an active pipeline
  * is matched by name and a stage within it by name, a field by label or key
@@ -147,6 +148,8 @@ export interface CrmFieldSetup {
     type: ContactFieldType;
     /** The choices, for `select`; empty otherwise. */
     options: string[];
+    /** For `currency` (AGL-3756): the lowercase ISO 4217 code; `null` otherwise. */
+    currency: string | null;
     required: boolean;
 }
 /** A field's content, read and judged. Pure. */

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

@@ -16,7 +16,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * limitations under the License.
  */ // Modules by their own paths, never the `@aglyn/aglyn` barrel: the console
 // server's boot reaches this file through the CRM's setup writers.
-import { CONTACT_FIELD_TYPES, CONTACT_FIELDS_MAX_PER_ORG, fieldDefinitionsForObject, isContactFieldType } from "@aglyn/aglyn/app-utils/contact-custom-fields";
+import { CONTACT_FIELD_DEFAULT_CURRENCY, CONTACT_FIELD_TYPES, CONTACT_FIELDS_MAX_PER_ORG, fieldDefinitionsForObject, isCustomFieldCurrency, isContactFieldType } from "@aglyn/aglyn/app-utils/contact-custom-fields";
 import { CRM_FIELD_OBJECT_LABELS, CRM_FIELD_OBJECTS, crmFieldListFields, DEFAULT_DEAL_STAGES, isCrmFieldObject, normalizeContactFieldKey } from "@aglyn/aglyn/app-utils/crm";
 import { activePipelines, clampProbability, newPipelineDocument, newStageId, PIPELINE_NAME_MAX, pipelineNameProblem, renumberStages, sortedStages, stagesProblem } from "./deal-board-model.js";
 /**
@@ -37,7 +37,8 @@ import { activePipelines, clampProbability, newPipelineDocument, newStageId, PIP
  *    `newStageId`'s slugs.
  *  - A FIELD is the Fields section's create: a key derived from the label by
  *    `normalizeContactFieldKey`, one of `CONTACT_FIELD_TYPES`, the choices
- *    the drawer allows, landing last on its object's tab, org-wide.
+ *    the drawer allows, a currency field's ISO 4217 code (USD when unsaid,
+ *    as the drawer's default), landing last on its object's tab, org-wide.
  *
  * IDEMPOTENT BY NAME. Asked twice, nothing is made twice: an active pipeline
  * is matched by name and a stage within it by name, a field by label or key
@@ -309,6 +310,11 @@ export const CRM_FIELD_LABEL_MAX_LENGTH = 80;
     const listed = Array.isArray(content['options']) ? content['options'].filter((one)=>typeof one === 'string') : [];
     const options = type === 'select' ? crmFieldOptions(listed) : [];
     if (type === 'select' && !options.length) problems.push('A Choice field needs its choices.');
+    // A currency field's code, as the drawer offers it: named, or the default.
+    const asked = text(content['currency']).toLowerCase();
+    if (type === 'currency' && asked && !isCustomFieldCurrency(asked)) {
+        problems.push('A currency field’s currency is an ISO 4217 code, such as USD or EUR.');
+    }
     if (problems.length) return {
         ok: false,
         problems
@@ -321,6 +327,7 @@ export const CRM_FIELD_LABEL_MAX_LENGTH = 80;
             key: key,
             type: type,
             options,
+            currency: type === 'currency' ? asked || CONTACT_FIELD_DEFAULT_CURRENCY : null,
             required: content['required'] === true
         }
     };
@@ -333,11 +340,13 @@ export const CRM_FIELD_LABEL_MAX_LENGTH = 80;
     };
     return {
         ok: true,
-        facts: {
+        facts: _extends({
             object: read.value.object,
             key: read.value.key,
             type: read.value.type
-        }
+        }, read.value.currency ? {
+            currency: read.value.currency
+        } : {})
     };
 }
 /**
@@ -393,6 +402,8 @@ export const CRM_FIELD_LABEL_MAX_LENGTH = 80;
             type: setup.type
         }, setup.type === 'select' ? {
             options: setup.options
+        } : {}, setup.type === 'currency' && setup.currency ? {
+            currency: setup.currency
         } : {}, {
             required: setup.required,
             order,

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-setup-content.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n// Modules by their own paths, never the `@aglyn/aglyn` barrel: the console\n// server's boot reaches this file through the CRM's setup writers.\nimport {\n  CONTACT_FIELD_TYPES,\n  CONTACT_FIELDS_MAX_PER_ORG,\n  fieldDefinitionsForObject,\n  isContactFieldType,\n} from '@aglyn/aglyn/app-utils/contact-custom-fields'\nimport {\n  type ContactFieldDefinition,\n  type ContactFieldType,\n  type CrmDealStage,\n  type CrmFieldObject,\n  CRM_FIELD_OBJECT_LABELS,\n  CRM_FIELD_OBJECTS,\n  crmFieldListFields,\n  DEFAULT_DEAL_STAGES,\n  isCrmFieldObject,\n  normalizeContactFieldKey,\n} from '@aglyn/aglyn/app-utils/crm'\nimport type { PluginDraftCheck } from '@aglyn/aglyn/plugin-manager/plugin-resource-drafts'\nimport {\n  activePipelines,\n  clampProbability,\n  newPipelineDocument,\n  newStageId,\n  PIPELINE_NAME_MAX,\n  type PipelineDoc,\n  type PipelineWriteContext,\n  pipelineNameProblem,\n  renumberStages,\n  sortedStages,\n  stagesProblem,\n} from './deal-board-model'\n\n/**\n * CRM SETUP ANOTHER PLUGIN ASKS FOR (AGL-3746): a deal pipeline with its\n * stages, and a custom field on a CRM object — what a person sets up in\n * CRM → Deals → Pipelines and CRM → Fields, as pure rules.\n *\n * Aglyn AI's build asks for them through the CRM's writers on the\n * resource-drafts seam (`server/crm-setup-writers.server.ts`). Neither has a\n * draft state: a pipeline and a field are in use once saved, as the console's\n * own saves are. So every rule here is the console's, read from the modules\n * the console reads:\n *\n *  - A PIPELINE is `newPipelineDocument` with the stages asked for in place\n *    of the default set, held to `stagesProblem` (exactly one Won and one\n *    Lost, at least one open stage) and named under `pipelineNameProblem`\n *    (unique among the active pipelines, without case). Stage ids are\n *    `newStageId`'s slugs.\n *  - A FIELD is the Fields section's create: a key derived from the label by\n *    `normalizeContactFieldKey`, one of `CONTACT_FIELD_TYPES`, the choices\n *    the drawer allows, landing last on its object's tab, org-wide.\n *\n * IDEMPOTENT BY NAME. Asked twice, nothing is made twice: an active pipeline\n * is matched by name and a stage within it by name, a field by label or key\n * within its object, all without case. A match is brought to what was\n * asked — missing stages added, stages put in the asked order, a\n * probability set — and nothing is ever removed: a stage may hold deals and\n * a field values, and removing either is a person's decision.\n */\n\n// ── Pipelines ─────────────────────────────────────────────────────────────\n\n/** The resource the CRM's pipeline writer is registered under. */\nexport const CRM_PIPELINE_SETUP_RESOURCE = 'crm-pipeline'\n\n/** The longest stage name, as long as a pipeline's name. */\nexport const CRM_SETUP_STAGE_NAME_MAX = PIPELINE_NAME_MAX\n\n/** The most open stages one ask sets; a board wider than this does not read. */\nexport const CRM_SETUP_OPEN_STAGES_MAX = 12\n\n/** A pipeline as one ask states it, once read. */\nexport interface CrmPipelineSetup {\n  name: string\n  /** An active pipeline to rename to `name`, by its current name. */\n  renameFrom: string | null\n  /** The open stages, in order, each with the probability asked for, if any. */\n  stages: Array<{ name: string; probability: number | null }>\n  /** What the Won and Lost stages are called, where the ask says. */\n  wonStage: string | null\n  lostStage: string | null\n  /** Whether this becomes the pipeline a new deal lands in. */\n  makeDefault: boolean\n}\n\nconst WON_NAME = /^(closed[\\s-]*)?won$/i\nconst LOST_NAME = /^(closed[\\s-]*)?lost$/i\n/** \"Discovery (20%)\": a stage's name with its probability. */\nconst STAGE_WITH_PROBABILITY = /^(.*?)\\s*\\(\\s*(\\d{1,3}(?:\\.\\d+)?)\\s*%?\\s*\\)\\s*$/\n\nfunction text(value: unknown): string {\n  return typeof value === 'string' ? value.replace(/\\s+/g, ' ').trim() : ''\n}\n\nconst same = (a: string, b: string) => a.trim().toLowerCase() === b.trim().toLowerCase()\n\n/** One listed stage, read: its name and the probability written after it. */\nexport function readCrmSetupStage(entry: string): { name: string; probability: number | null } {\n  const raw = text(entry)\n  const match = STAGE_WITH_PROBABILITY.exec(raw)\n  if (!match) return { name: raw, probability: null }\n  return { name: text(match[1]), probability: clampProbability(match[2]) }\n}\n\n/**\n * A pipeline's content, read and judged. Pure. A stage listed as Won or\n * Lost (\"Won\", \"Closed Lost\") names the closing stage rather than adding an\n * open one, since every pipeline already has exactly one of each.\n */\nexport function readCrmPipelineSetup(\n  content: Readonly<Record<string, unknown>>,\n): { ok: true; value: CrmPipelineSetup } | { ok: false; problems: string[] } {\n  const problems: string[] = []\n  const name = text(content['name'])\n  if (!name) problems.push('A pipeline needs a name.')\n  else if (name.length > PIPELINE_NAME_MAX) problems.push(`A pipeline's name is at most ${PIPELINE_NAME_MAX} characters.`)\n  let wonStage = text(content['wonStage']) || null\n  let lostStage = text(content['lostStage']) || null\n  const listed = Array.isArray(content['stages']) ? content['stages'] : []\n  const stages: CrmPipelineSetup['stages'] = []\n  for (const entry of listed) {\n    if (typeof entry !== 'string') {\n      problems.push('Each stage is a name.')\n      break\n    }\n    const stage = readCrmSetupStage(entry)\n    if (!stage.name) continue\n    if (WON_NAME.test(stage.name)) {\n      wonStage ??= stage.name\n      continue\n    }\n    if (LOST_NAME.test(stage.name)) {\n      lostStage ??= stage.name\n      continue\n    }\n    if (stage.name.length > CRM_SETUP_STAGE_NAME_MAX) {\n      problems.push(`A stage's name is at most ${CRM_SETUP_STAGE_NAME_MAX} characters.`)\n      break\n    }\n    if (stages.some((one) => same(one.name, stage.name))) continue\n    stages.push(stage)\n  }\n  if (stages.length > CRM_SETUP_OPEN_STAGES_MAX) {\n    problems.push(`A pipeline is set up with at most ${CRM_SETUP_OPEN_STAGES_MAX} open stages.`)\n  }\n  for (const closing of [wonStage, lostStage]) {\n    if (closing && closing.length > CRM_SETUP_STAGE_NAME_MAX) {\n      problems.push(`A stage's name is at most ${CRM_SETUP_STAGE_NAME_MAX} characters.`)\n    }\n  }\n  if (wonStage && lostStage && same(wonStage, lostStage)) problems.push('The Won and Lost stages need different names.')\n  if (problems.length) return { ok: false, problems }\n  return {\n    ok: true,\n    value: {\n      name,\n      renameFrom: text(content['renameFrom']) || null,\n      stages,\n      wonStage,\n      lostStage,\n      makeDefault: content['makeDefault'] === true,\n    },\n  }\n}\n\n/** The `crm-pipeline` writer's check: whether the content is a pipeline ask, with its name and stages. Pure. */\nexport function checkCrmPipelineSetup(content: Readonly<Record<string, unknown>>): PluginDraftCheck {\n  const read = readCrmPipelineSetup(content)\n  if (read.ok === false) return { ok: false, problems: read.problems }\n  return { ok: true, facts: { name: read.value.name, stages: read.value.stages.map((one) => one.name) } }\n}\n\n/**\n * The probability an open stage takes when the ask names none: spread over\n * the pipeline by position, to the nearest 5 — the first of four stages 20,\n * the last 80 — so a weighted forecast grows as a deal moves right.\n */\nexport function crmSetupStageProbability(index: number, count: number): number {\n  const spread = ((index + 1) / (count + 1)) * 100\n  return Math.min(95, Math.max(5, Math.round(spread / 5) * 5))\n}\n\n/**\n * The stages a pipeline ends up with: the open stages asked for, in the asked\n * order, each an existing stage of that name where there is one (its id kept,\n * so the deals in it stay), then the open stages the ask did not name, as\n * they were, then Won and Lost, renamed where asked. Nothing is removed.\n */\nexport function mergeCrmSetupStages(\n  existing: readonly CrmDealStage[],\n  setup: Pick<CrmPipelineSetup, 'stages' | 'wonStage' | 'lostStage'>,\n): CrmDealStage[] {\n  const sorted = sortedStages({ stages: [...existing] })\n  const opens = sorted.filter((stage) => stage.kind === 'open')\n  const taken: CrmDealStage[] = [...sorted]\n  const listed: CrmDealStage[] = setup.stages.map((asked, index) => {\n    const found = opens.find((stage) => same(stage.name, asked.name))\n    if (found) return asked.probability === null ? found : { ...found, probability: asked.probability }\n    const stage: CrmDealStage = {\n      id: newStageId(asked.name, taken),\n      name: asked.name,\n      order: 0,\n      probability: asked.probability ?? crmSetupStageProbability(index, setup.stages.length),\n      kind: 'open',\n      forecastCategory: 'pipeline',\n    }\n    taken.push(stage)\n    return stage\n  })\n  const unlisted = opens.filter((stage) => !listed.some((one) => one.id === stage.id))\n  const closing = (kind: 'won' | 'lost', name: string | null): CrmDealStage[] =>\n    sorted\n      .filter((stage) => stage.kind === kind)\n      .map((stage) => (name ? { ...stage, name } : stage))\n  return renumberStages([\n    ...listed,\n    ...unlisted,\n    ...closing('won', setup.wonStage),\n    ...closing('lost', setup.lostStage),\n  ])\n}\n\n/** What saving a pipeline ask comes to against the pipelines the member's site can read. */\nexport type CrmPipelineSetupPlan =\n  | {\n      kind: 'create'\n      document: Record<string, unknown>\n      /** Pipelines whose default flag comes off, because this one takes it. */\n      defaultsOff: string[]\n    }\n  | {\n      kind: 'update'\n      id: string\n      name: string\n      /** The fields that change; empty when the pipeline already is what was asked. */\n      patch: { name?: string; stages?: CrmDealStage[]; isDefault?: true }\n      defaultsOff: string[]\n    }\n  | { kind: 'refuse'; error: string }\n\n/**\n * Create, or bring an existing pipeline to the ask. Pure.\n *\n * The pipeline is the active one called `renameFrom`, else the active one\n * called `name`; with neither, a new one, which is also the default when the\n * site reads no active pipeline yet (the board's seed would have made it so)\n * or when asked.\n */\nexport function planCrmPipelineSetup(\n  setup: CrmPipelineSetup,\n  pipelines: readonly PipelineDoc[],\n  context: PipelineWriteContext,\n): CrmPipelineSetupPlan {\n  const active = activePipelines(pipelines)\n  const named = (name: string | null) => (name ? active.find((one) => same(String(one.name ?? ''), name)) : undefined)\n  const target = named(setup.renameFrom) ?? named(setup.name)\n  const defaultsOff = (keep: string | null) =>\n    active.filter((one) => one.isDefault && one.$id !== keep).map((one) => one.$id)\n\n  if (!target) {\n    const problem = pipelineNameProblem(setup.name, pipelines)\n    if (problem) return { kind: 'refuse', error: problem }\n    // Stages asked for replace the default open stages; none asked keeps\n    // them all, as the console's New pipeline does.\n    const stages = mergeCrmSetupStages(\n      setup.stages.length ? DEFAULT_DEAL_STAGES.filter((stage) => stage.kind !== 'open') : DEFAULT_DEAL_STAGES,\n      setup,\n    )\n    const invalid = stagesProblem(stages)\n    if (invalid) return { kind: 'refuse', error: invalid }\n    const isDefault = setup.makeDefault || active.length === 0\n    return {\n      kind: 'create',\n      document: { ...newPipelineDocument(setup.name, context), stages, isDefault },\n      defaultsOff: isDefault ? defaultsOff(null) : [],\n    }\n  }\n\n  const patch: { name?: string; stages?: CrmDealStage[]; isDefault?: true } = {}\n  // A name that differs only in case is the same pipeline, and keeps its own.\n  if (!same(String(target.name ?? ''), setup.name)) {\n    const problem = pipelineNameProblem(setup.name, pipelines, target.$id)\n    if (problem) return { kind: 'refuse', error: problem }\n    patch.name = setup.name\n  }\n  const current = sortedStages(target)\n  const stages = mergeCrmSetupStages(current, setup)\n  const invalid = stagesProblem(stages)\n  if (invalid) return { kind: 'refuse', error: invalid }\n  if (JSON.stringify(stages) !== JSON.stringify(renumberStages(current))) patch.stages = stages\n  if (setup.makeDefault && !target.isDefault) patch.isDefault = true\n  return {\n    kind: 'update',\n    id: target.$id,\n    name: patch.name ?? target.name,\n    patch,\n    defaultsOff: patch.isDefault ? defaultsOff(target.$id) : [],\n  }\n}\n\n/** What a pipeline's writer reports: its open stages in order, and its closing stages. */\nexport function crmPipelineSetupFacts(stages: readonly CrmDealStage[]): Readonly<Record<string, unknown>> {\n  const sorted = sortedStages({ stages: [...stages] })\n  return {\n    stages: sorted.filter((stage) => stage.kind === 'open').map((stage) => `${stage.name} (${stage.probability}%)`),\n    wonStage: sorted.find((stage) => stage.kind === 'won')?.name ?? null,\n    lostStage: sorted.find((stage) => stage.kind === 'lost')?.name ?? null,\n  }\n}\n\n// ── Custom fields ─────────────────────────────────────────────────────────\n\n/** The resource the CRM's custom field writer is registered under. */\nexport const CRM_FIELD_SETUP_RESOURCE = 'crm-field'\n\n/** How many choices a Choice field may declare, and how long each and a label may be: the field drawer's. */\nexport const CRM_FIELD_OPTIONS_MAX = 50\nexport const CRM_FIELD_OPTION_MAX_LENGTH = 120\nexport const CRM_FIELD_LABEL_MAX_LENGTH = 80\n\n/** One choice per entry, trimmed, blanks dropped, duplicates collapsed, at most the drawer's count. */\nexport function crmFieldOptions(entries: readonly string[]): string[] {\n  const seen = new Set<string>()\n  const options: string[] = []\n  for (const entry of entries) {\n    const option = String(entry ?? '').trim().slice(0, CRM_FIELD_OPTION_MAX_LENGTH)\n    if (!option || seen.has(option)) continue\n    seen.add(option)\n    options.push(option)\n    if (options.length >= CRM_FIELD_OPTIONS_MAX) break\n  }\n  return options\n}\n\n/** A custom field as one ask states it, once read. */\nexport interface CrmFieldSetup {\n  object: CrmFieldObject\n  label: string\n  /** The key its values are stored under, derived from the label. */\n  key: string\n  type: ContactFieldType\n  /** The choices, for `select`; empty otherwise. */\n  options: string[]\n  required: boolean\n}\n\n/** A field's content, read and judged. Pure. */\nexport function readCrmFieldSetup(\n  content: Readonly<Record<string, unknown>>,\n): { ok: true; value: CrmFieldSetup } | { ok: false; problems: string[] } {\n  const problems: string[] = []\n  const object = content['object']\n  if (!isCrmFieldObject(object)) problems.push(`A field describes one of ${CRM_FIELD_OBJECTS.join(', ')}.`)\n  const type = content['type']\n  if (!isContactFieldType(type)) problems.push(`A field's type is one of ${CONTACT_FIELD_TYPES.join(', ')}.`)\n  const label = text(content['label'])\n  const key = normalizeContactFieldKey(label)\n  if (!label) problems.push('A field needs a label.')\n  else if (label.length > CRM_FIELD_LABEL_MAX_LENGTH) {\n    problems.push(`A field's label is at most ${CRM_FIELD_LABEL_MAX_LENGTH} characters.`)\n  } else if (!key) problems.push('A field’s label needs a letter to make its key from.')\n  const listed = Array.isArray(content['options']) ? content['options'].filter((one): one is string => typeof one === 'string') : []\n  const options = type === 'select' ? crmFieldOptions(listed) : []\n  if (type === 'select' && !options.length) problems.push('A Choice field needs its choices.')\n  if (problems.length) return { ok: false, problems }\n  return {\n    ok: true,\n    value: {\n      object: object as CrmFieldObject,\n      label,\n      key: key as string,\n      type: type as ContactFieldType,\n      options,\n      required: content['required'] === true,\n    },\n  }\n}\n\n/** The `crm-field` writer's check: whether the content is a field ask, with the key it derives. Pure. */\nexport function checkCrmFieldSetup(content: Readonly<Record<string, unknown>>): PluginDraftCheck {\n  const read = readCrmFieldSetup(content)\n  if (read.ok === false) return { ok: false, problems: read.problems }\n  return { ok: true, facts: { object: read.value.object, key: read.value.key, type: read.value.type } }\n}\n\n/** A stored definition, as the writer reads one: its document id beside it. */\nexport type CrmFieldDefinitionDoc = ContactFieldDefinition & { $id: string }\n\n/** What saving a field ask comes to against every definition the org holds. */\nexport type CrmFieldSetupPlan =\n  | { kind: 'create'; document: Record<string, unknown> }\n  /** The field exists; `options` are the choices its Choice list gains, empty when none. */\n  | { kind: 'existing'; id: string; label: string; options: string[] }\n  | { kind: 'refuse'; status: 403 | 409; error: string }\n\n/**\n * Create the field, or find it. Pure.\n *\n * An active field on the same object with the same label or key is the\n * field: a re-run makes nothing, and a Choice field gains only the choices it\n * lacks. A retired field keeps its key, as the drawer says, so a key a\n * retired field holds is refused rather than reused — its old values would\n * read back as the new field's. The org's ceiling counts every definition,\n * retired ones included, as the Fields section's read does.\n */\nexport function planCrmFieldSetup(\n  setup: CrmFieldSetup,\n  definitions: readonly CrmFieldDefinitionDoc[],\n  context: { hostId: string; now: Date; visibleTo: readonly string[] },\n): CrmFieldSetupPlan {\n  const ofObject = fieldDefinitionsForObject(definitions, setup.object)\n  const match = ofObject.find(\n    (one) => !one.retiredAt && (same(String(one.label ?? ''), setup.label) || one.key === setup.key),\n  )\n  if (match) {\n    const missing =\n      match.type === 'select' && setup.type === 'select'\n        ? setup.options.filter((option) => !(match.options ?? []).includes(option))\n        : []\n    const room = Math.max(0, CRM_FIELD_OPTIONS_MAX - (match.options ?? []).length)\n    return { kind: 'existing', id: match.$id, label: match.label, options: missing.slice(0, room) }\n  }\n  const retired = ofObject.find((one) => one.retiredAt && one.key === setup.key)\n  if (retired) {\n    return {\n      kind: 'refuse',\n      status: 409,\n      error:\n        `A retired ${CRM_FIELD_OBJECT_LABELS[setup.object].toLowerCase()} field, “${retired.label}”, keeps the key ` +\n        `“${setup.key}”. Restore it in CRM → Fields, or give this field another name.`,\n    }\n  }\n  if (definitions.length >= CONTACT_FIELDS_MAX_PER_ORG) {\n    return {\n      kind: 'refuse',\n      status: 403,\n      error: `An organization keeps at most ${CONTACT_FIELDS_MAX_PER_ORG} custom fields. Retire or delete one in CRM → Fields first.`,\n    }\n  }\n  const order = ofObject.reduce((highest, one) => Math.max(highest, Number(one.order) || 0), -1) + 1\n  return {\n    kind: 'create',\n    document: {\n      key: setup.key,\n      label: setup.label,\n      type: setup.type,\n      ...(setup.type === 'select' ? { options: setup.options } : {}),\n      required: setup.required,\n      order,\n      retiredAt: null,\n      ...crmFieldListFields({ key: setup.key, label: setup.label, required: setup.required, object: setup.object }),\n      hostId: context.hostId,\n      visibleTo: [...context.visibleTo],\n      createdAt: context.now,\n      updatedAt: context.now,\n    },\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-setup-content.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n// Modules by their own paths, never the `@aglyn/aglyn` barrel: the console\n// server's boot reaches this file through the CRM's setup writers.\nimport {\n  CONTACT_FIELD_DEFAULT_CURRENCY,\n  CONTACT_FIELD_TYPES,\n  CONTACT_FIELDS_MAX_PER_ORG,\n  fieldDefinitionsForObject,\n  isCustomFieldCurrency,\n  isContactFieldType,\n} from '@aglyn/aglyn/app-utils/contact-custom-fields'\nimport {\n  type ContactFieldDefinition,\n  type ContactFieldType,\n  type CrmDealStage,\n  type CrmFieldObject,\n  CRM_FIELD_OBJECT_LABELS,\n  CRM_FIELD_OBJECTS,\n  crmFieldListFields,\n  DEFAULT_DEAL_STAGES,\n  isCrmFieldObject,\n  normalizeContactFieldKey,\n} from '@aglyn/aglyn/app-utils/crm'\nimport type { PluginDraftCheck } from '@aglyn/aglyn/plugin-manager/plugin-resource-drafts'\nimport {\n  activePipelines,\n  clampProbability,\n  newPipelineDocument,\n  newStageId,\n  PIPELINE_NAME_MAX,\n  type PipelineDoc,\n  type PipelineWriteContext,\n  pipelineNameProblem,\n  renumberStages,\n  sortedStages,\n  stagesProblem,\n} from './deal-board-model'\n\n/**\n * CRM SETUP ANOTHER PLUGIN ASKS FOR (AGL-3746): a deal pipeline with its\n * stages, and a custom field on a CRM object — what a person sets up in\n * CRM → Deals → Pipelines and CRM → Fields, as pure rules.\n *\n * Aglyn AI's build asks for them through the CRM's writers on the\n * resource-drafts seam (`server/crm-setup-writers.server.ts`). Neither has a\n * draft state: a pipeline and a field are in use once saved, as the console's\n * own saves are. So every rule here is the console's, read from the modules\n * the console reads:\n *\n *  - A PIPELINE is `newPipelineDocument` with the stages asked for in place\n *    of the default set, held to `stagesProblem` (exactly one Won and one\n *    Lost, at least one open stage) and named under `pipelineNameProblem`\n *    (unique among the active pipelines, without case). Stage ids are\n *    `newStageId`'s slugs.\n *  - A FIELD is the Fields section's create: a key derived from the label by\n *    `normalizeContactFieldKey`, one of `CONTACT_FIELD_TYPES`, the choices\n *    the drawer allows, a currency field's ISO 4217 code (USD when unsaid,\n *    as the drawer's default), landing last on its object's tab, org-wide.\n *\n * IDEMPOTENT BY NAME. Asked twice, nothing is made twice: an active pipeline\n * is matched by name and a stage within it by name, a field by label or key\n * within its object, all without case. A match is brought to what was\n * asked — missing stages added, stages put in the asked order, a\n * probability set — and nothing is ever removed: a stage may hold deals and\n * a field values, and removing either is a person's decision.\n */\n\n// ── Pipelines ─────────────────────────────────────────────────────────────\n\n/** The resource the CRM's pipeline writer is registered under. */\nexport const CRM_PIPELINE_SETUP_RESOURCE = 'crm-pipeline'\n\n/** The longest stage name, as long as a pipeline's name. */\nexport const CRM_SETUP_STAGE_NAME_MAX = PIPELINE_NAME_MAX\n\n/** The most open stages one ask sets; a board wider than this does not read. */\nexport const CRM_SETUP_OPEN_STAGES_MAX = 12\n\n/** A pipeline as one ask states it, once read. */\nexport interface CrmPipelineSetup {\n  name: string\n  /** An active pipeline to rename to `name`, by its current name. */\n  renameFrom: string | null\n  /** The open stages, in order, each with the probability asked for, if any. */\n  stages: Array<{ name: string; probability: number | null }>\n  /** What the Won and Lost stages are called, where the ask says. */\n  wonStage: string | null\n  lostStage: string | null\n  /** Whether this becomes the pipeline a new deal lands in. */\n  makeDefault: boolean\n}\n\nconst WON_NAME = /^(closed[\\s-]*)?won$/i\nconst LOST_NAME = /^(closed[\\s-]*)?lost$/i\n/** \"Discovery (20%)\": a stage's name with its probability. */\nconst STAGE_WITH_PROBABILITY = /^(.*?)\\s*\\(\\s*(\\d{1,3}(?:\\.\\d+)?)\\s*%?\\s*\\)\\s*$/\n\nfunction text(value: unknown): string {\n  return typeof value === 'string' ? value.replace(/\\s+/g, ' ').trim() : ''\n}\n\nconst same = (a: string, b: string) => a.trim().toLowerCase() === b.trim().toLowerCase()\n\n/** One listed stage, read: its name and the probability written after it. */\nexport function readCrmSetupStage(entry: string): { name: string; probability: number | null } {\n  const raw = text(entry)\n  const match = STAGE_WITH_PROBABILITY.exec(raw)\n  if (!match) return { name: raw, probability: null }\n  return { name: text(match[1]), probability: clampProbability(match[2]) }\n}\n\n/**\n * A pipeline's content, read and judged. Pure. A stage listed as Won or\n * Lost (\"Won\", \"Closed Lost\") names the closing stage rather than adding an\n * open one, since every pipeline already has exactly one of each.\n */\nexport function readCrmPipelineSetup(\n  content: Readonly<Record<string, unknown>>,\n): { ok: true; value: CrmPipelineSetup } | { ok: false; problems: string[] } {\n  const problems: string[] = []\n  const name = text(content['name'])\n  if (!name) problems.push('A pipeline needs a name.')\n  else if (name.length > PIPELINE_NAME_MAX) problems.push(`A pipeline's name is at most ${PIPELINE_NAME_MAX} characters.`)\n  let wonStage = text(content['wonStage']) || null\n  let lostStage = text(content['lostStage']) || null\n  const listed = Array.isArray(content['stages']) ? content['stages'] : []\n  const stages: CrmPipelineSetup['stages'] = []\n  for (const entry of listed) {\n    if (typeof entry !== 'string') {\n      problems.push('Each stage is a name.')\n      break\n    }\n    const stage = readCrmSetupStage(entry)\n    if (!stage.name) continue\n    if (WON_NAME.test(stage.name)) {\n      wonStage ??= stage.name\n      continue\n    }\n    if (LOST_NAME.test(stage.name)) {\n      lostStage ??= stage.name\n      continue\n    }\n    if (stage.name.length > CRM_SETUP_STAGE_NAME_MAX) {\n      problems.push(`A stage's name is at most ${CRM_SETUP_STAGE_NAME_MAX} characters.`)\n      break\n    }\n    if (stages.some((one) => same(one.name, stage.name))) continue\n    stages.push(stage)\n  }\n  if (stages.length > CRM_SETUP_OPEN_STAGES_MAX) {\n    problems.push(`A pipeline is set up with at most ${CRM_SETUP_OPEN_STAGES_MAX} open stages.`)\n  }\n  for (const closing of [wonStage, lostStage]) {\n    if (closing && closing.length > CRM_SETUP_STAGE_NAME_MAX) {\n      problems.push(`A stage's name is at most ${CRM_SETUP_STAGE_NAME_MAX} characters.`)\n    }\n  }\n  if (wonStage && lostStage && same(wonStage, lostStage)) problems.push('The Won and Lost stages need different names.')\n  if (problems.length) return { ok: false, problems }\n  return {\n    ok: true,\n    value: {\n      name,\n      renameFrom: text(content['renameFrom']) || null,\n      stages,\n      wonStage,\n      lostStage,\n      makeDefault: content['makeDefault'] === true,\n    },\n  }\n}\n\n/** The `crm-pipeline` writer's check: whether the content is a pipeline ask, with its name and stages. Pure. */\nexport function checkCrmPipelineSetup(content: Readonly<Record<string, unknown>>): PluginDraftCheck {\n  const read = readCrmPipelineSetup(content)\n  if (read.ok === false) return { ok: false, problems: read.problems }\n  return { ok: true, facts: { name: read.value.name, stages: read.value.stages.map((one) => one.name) } }\n}\n\n/**\n * The probability an open stage takes when the ask names none: spread over\n * the pipeline by position, to the nearest 5 — the first of four stages 20,\n * the last 80 — so a weighted forecast grows as a deal moves right.\n */\nexport function crmSetupStageProbability(index: number, count: number): number {\n  const spread = ((index + 1) / (count + 1)) * 100\n  return Math.min(95, Math.max(5, Math.round(spread / 5) * 5))\n}\n\n/**\n * The stages a pipeline ends up with: the open stages asked for, in the asked\n * order, each an existing stage of that name where there is one (its id kept,\n * so the deals in it stay), then the open stages the ask did not name, as\n * they were, then Won and Lost, renamed where asked. Nothing is removed.\n */\nexport function mergeCrmSetupStages(\n  existing: readonly CrmDealStage[],\n  setup: Pick<CrmPipelineSetup, 'stages' | 'wonStage' | 'lostStage'>,\n): CrmDealStage[] {\n  const sorted = sortedStages({ stages: [...existing] })\n  const opens = sorted.filter((stage) => stage.kind === 'open')\n  const taken: CrmDealStage[] = [...sorted]\n  const listed: CrmDealStage[] = setup.stages.map((asked, index) => {\n    const found = opens.find((stage) => same(stage.name, asked.name))\n    if (found) return asked.probability === null ? found : { ...found, probability: asked.probability }\n    const stage: CrmDealStage = {\n      id: newStageId(asked.name, taken),\n      name: asked.name,\n      order: 0,\n      probability: asked.probability ?? crmSetupStageProbability(index, setup.stages.length),\n      kind: 'open',\n      forecastCategory: 'pipeline',\n    }\n    taken.push(stage)\n    return stage\n  })\n  const unlisted = opens.filter((stage) => !listed.some((one) => one.id === stage.id))\n  const closing = (kind: 'won' | 'lost', name: string | null): CrmDealStage[] =>\n    sorted\n      .filter((stage) => stage.kind === kind)\n      .map((stage) => (name ? { ...stage, name } : stage))\n  return renumberStages([\n    ...listed,\n    ...unlisted,\n    ...closing('won', setup.wonStage),\n    ...closing('lost', setup.lostStage),\n  ])\n}\n\n/** What saving a pipeline ask comes to against the pipelines the member's site can read. */\nexport type CrmPipelineSetupPlan =\n  | {\n      kind: 'create'\n      document: Record<string, unknown>\n      /** Pipelines whose default flag comes off, because this one takes it. */\n      defaultsOff: string[]\n    }\n  | {\n      kind: 'update'\n      id: string\n      name: string\n      /** The fields that change; empty when the pipeline already is what was asked. */\n      patch: { name?: string; stages?: CrmDealStage[]; isDefault?: true }\n      defaultsOff: string[]\n    }\n  | { kind: 'refuse'; error: string }\n\n/**\n * Create, or bring an existing pipeline to the ask. Pure.\n *\n * The pipeline is the active one called `renameFrom`, else the active one\n * called `name`; with neither, a new one, which is also the default when the\n * site reads no active pipeline yet (the board's seed would have made it so)\n * or when asked.\n */\nexport function planCrmPipelineSetup(\n  setup: CrmPipelineSetup,\n  pipelines: readonly PipelineDoc[],\n  context: PipelineWriteContext,\n): CrmPipelineSetupPlan {\n  const active = activePipelines(pipelines)\n  const named = (name: string | null) => (name ? active.find((one) => same(String(one.name ?? ''), name)) : undefined)\n  const target = named(setup.renameFrom) ?? named(setup.name)\n  const defaultsOff = (keep: string | null) =>\n    active.filter((one) => one.isDefault && one.$id !== keep).map((one) => one.$id)\n\n  if (!target) {\n    const problem = pipelineNameProblem(setup.name, pipelines)\n    if (problem) return { kind: 'refuse', error: problem }\n    // Stages asked for replace the default open stages; none asked keeps\n    // them all, as the console's New pipeline does.\n    const stages = mergeCrmSetupStages(\n      setup.stages.length ? DEFAULT_DEAL_STAGES.filter((stage) => stage.kind !== 'open') : DEFAULT_DEAL_STAGES,\n      setup,\n    )\n    const invalid = stagesProblem(stages)\n    if (invalid) return { kind: 'refuse', error: invalid }\n    const isDefault = setup.makeDefault || active.length === 0\n    return {\n      kind: 'create',\n      document: { ...newPipelineDocument(setup.name, context), stages, isDefault },\n      defaultsOff: isDefault ? defaultsOff(null) : [],\n    }\n  }\n\n  const patch: { name?: string; stages?: CrmDealStage[]; isDefault?: true } = {}\n  // A name that differs only in case is the same pipeline, and keeps its own.\n  if (!same(String(target.name ?? ''), setup.name)) {\n    const problem = pipelineNameProblem(setup.name, pipelines, target.$id)\n    if (problem) return { kind: 'refuse', error: problem }\n    patch.name = setup.name\n  }\n  const current = sortedStages(target)\n  const stages = mergeCrmSetupStages(current, setup)\n  const invalid = stagesProblem(stages)\n  if (invalid) return { kind: 'refuse', error: invalid }\n  if (JSON.stringify(stages) !== JSON.stringify(renumberStages(current))) patch.stages = stages\n  if (setup.makeDefault && !target.isDefault) patch.isDefault = true\n  return {\n    kind: 'update',\n    id: target.$id,\n    name: patch.name ?? target.name,\n    patch,\n    defaultsOff: patch.isDefault ? defaultsOff(target.$id) : [],\n  }\n}\n\n/** What a pipeline's writer reports: its open stages in order, and its closing stages. */\nexport function crmPipelineSetupFacts(stages: readonly CrmDealStage[]): Readonly<Record<string, unknown>> {\n  const sorted = sortedStages({ stages: [...stages] })\n  return {\n    stages: sorted.filter((stage) => stage.kind === 'open').map((stage) => `${stage.name} (${stage.probability}%)`),\n    wonStage: sorted.find((stage) => stage.kind === 'won')?.name ?? null,\n    lostStage: sorted.find((stage) => stage.kind === 'lost')?.name ?? null,\n  }\n}\n\n// ── Custom fields ─────────────────────────────────────────────────────────\n\n/** The resource the CRM's custom field writer is registered under. */\nexport const CRM_FIELD_SETUP_RESOURCE = 'crm-field'\n\n/** How many choices a Choice field may declare, and how long each and a label may be: the field drawer's. */\nexport const CRM_FIELD_OPTIONS_MAX = 50\nexport const CRM_FIELD_OPTION_MAX_LENGTH = 120\nexport const CRM_FIELD_LABEL_MAX_LENGTH = 80\n\n/** One choice per entry, trimmed, blanks dropped, duplicates collapsed, at most the drawer's count. */\nexport function crmFieldOptions(entries: readonly string[]): string[] {\n  const seen = new Set<string>()\n  const options: string[] = []\n  for (const entry of entries) {\n    const option = String(entry ?? '').trim().slice(0, CRM_FIELD_OPTION_MAX_LENGTH)\n    if (!option || seen.has(option)) continue\n    seen.add(option)\n    options.push(option)\n    if (options.length >= CRM_FIELD_OPTIONS_MAX) break\n  }\n  return options\n}\n\n/** A custom field as one ask states it, once read. */\nexport interface CrmFieldSetup {\n  object: CrmFieldObject\n  label: string\n  /** The key its values are stored under, derived from the label. */\n  key: string\n  type: ContactFieldType\n  /** The choices, for `select`; empty otherwise. */\n  options: string[]\n  /** For `currency` (AGL-3756): the lowercase ISO 4217 code; `null` otherwise. */\n  currency: string | null\n  required: boolean\n}\n\n/** A field's content, read and judged. Pure. */\nexport function readCrmFieldSetup(\n  content: Readonly<Record<string, unknown>>,\n): { ok: true; value: CrmFieldSetup } | { ok: false; problems: string[] } {\n  const problems: string[] = []\n  const object = content['object']\n  if (!isCrmFieldObject(object)) problems.push(`A field describes one of ${CRM_FIELD_OBJECTS.join(', ')}.`)\n  const type = content['type']\n  if (!isContactFieldType(type)) problems.push(`A field's type is one of ${CONTACT_FIELD_TYPES.join(', ')}.`)\n  const label = text(content['label'])\n  const key = normalizeContactFieldKey(label)\n  if (!label) problems.push('A field needs a label.')\n  else if (label.length > CRM_FIELD_LABEL_MAX_LENGTH) {\n    problems.push(`A field's label is at most ${CRM_FIELD_LABEL_MAX_LENGTH} characters.`)\n  } else if (!key) problems.push('A field’s label needs a letter to make its key from.')\n  const listed = Array.isArray(content['options']) ? content['options'].filter((one): one is string => typeof one === 'string') : []\n  const options = type === 'select' ? crmFieldOptions(listed) : []\n  if (type === 'select' && !options.length) problems.push('A Choice field needs its choices.')\n  // A currency field's code, as the drawer offers it: named, or the default.\n  const asked = text(content['currency']).toLowerCase()\n  if (type === 'currency' && asked && !isCustomFieldCurrency(asked)) {\n    problems.push('A currency field’s currency is an ISO 4217 code, such as USD or EUR.')\n  }\n  if (problems.length) return { ok: false, problems }\n  return {\n    ok: true,\n    value: {\n      object: object as CrmFieldObject,\n      label,\n      key: key as string,\n      type: type as ContactFieldType,\n      options,\n      currency: type === 'currency' ? asked || CONTACT_FIELD_DEFAULT_CURRENCY : null,\n      required: content['required'] === true,\n    },\n  }\n}\n\n/** The `crm-field` writer's check: whether the content is a field ask, with the key it derives. Pure. */\nexport function checkCrmFieldSetup(content: Readonly<Record<string, unknown>>): PluginDraftCheck {\n  const read = readCrmFieldSetup(content)\n  if (read.ok === false) return { ok: false, problems: read.problems }\n  return {\n    ok: true,\n    facts: {\n      object: read.value.object,\n      key: read.value.key,\n      type: read.value.type,\n      ...(read.value.currency ? { currency: read.value.currency } : {}),\n    },\n  }\n}\n\n/** A stored definition, as the writer reads one: its document id beside it. */\nexport type CrmFieldDefinitionDoc = ContactFieldDefinition & { $id: string }\n\n/** What saving a field ask comes to against every definition the org holds. */\nexport type CrmFieldSetupPlan =\n  | { kind: 'create'; document: Record<string, unknown> }\n  /** The field exists; `options` are the choices its Choice list gains, empty when none. */\n  | { kind: 'existing'; id: string; label: string; options: string[] }\n  | { kind: 'refuse'; status: 403 | 409; error: string }\n\n/**\n * Create the field, or find it. Pure.\n *\n * An active field on the same object with the same label or key is the\n * field: a re-run makes nothing, and a Choice field gains only the choices it\n * lacks. A retired field keeps its key, as the drawer says, so a key a\n * retired field holds is refused rather than reused — its old values would\n * read back as the new field's. The org's ceiling counts every definition,\n * retired ones included, as the Fields section's read does.\n */\nexport function planCrmFieldSetup(\n  setup: CrmFieldSetup,\n  definitions: readonly CrmFieldDefinitionDoc[],\n  context: { hostId: string; now: Date; visibleTo: readonly string[] },\n): CrmFieldSetupPlan {\n  const ofObject = fieldDefinitionsForObject(definitions, setup.object)\n  const match = ofObject.find(\n    (one) => !one.retiredAt && (same(String(one.label ?? ''), setup.label) || one.key === setup.key),\n  )\n  if (match) {\n    const missing =\n      match.type === 'select' && setup.type === 'select'\n        ? setup.options.filter((option) => !(match.options ?? []).includes(option))\n        : []\n    const room = Math.max(0, CRM_FIELD_OPTIONS_MAX - (match.options ?? []).length)\n    return { kind: 'existing', id: match.$id, label: match.label, options: missing.slice(0, room) }\n  }\n  const retired = ofObject.find((one) => one.retiredAt && one.key === setup.key)\n  if (retired) {\n    return {\n      kind: 'refuse',\n      status: 409,\n      error:\n        `A retired ${CRM_FIELD_OBJECT_LABELS[setup.object].toLowerCase()} field, “${retired.label}”, keeps the key ` +\n        `“${setup.key}”. Restore it in CRM → Fields, or give this field another name.`,\n    }\n  }\n  if (definitions.length >= CONTACT_FIELDS_MAX_PER_ORG) {\n    return {\n      kind: 'refuse',\n      status: 403,\n      error: `An organization keeps at most ${CONTACT_FIELDS_MAX_PER_ORG} custom fields. 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