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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/crm-setup-writers.server.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport { CONTACT_FIELDS_MAX_PER_ORG } from '@aglyn/aglyn/app-utils/contact-custom-fields'\nimport { CRM_COLLECTIONS, crmReadTokens, crmScopeTokens } from '@aglyn/aglyn/app-utils/crm'\nimport { memberCanSee } from '@aglyn/aglyn/app-utils/organizations'\nimport { checkEntitlement } from '@aglyn/aglyn/app-utils/plan-entitlements'\nimport { ORG_SCOPE_TOKEN } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport type {\n  PluginDraftContext,\n  PluginDraftRecord,\n  PluginDraftRefusal,\n  PluginDraftWrite,\n  PluginResourceDraftWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-resource-drafts'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport {\n  memberHasOrgPermission,\n  resolveOrgIdForHost,\n  resolveOrgMembership,\n} from '@aglyn/tenant-data-admin/server/organizations'\nimport { FieldPath } from 'firebase-admin/firestore'\nimport {\n  checkCrmFieldSetup,\n  checkCrmPipelineSetup,\n  type CrmFieldDefinitionDoc,\n  crmPipelineSetupFacts,\n  planCrmFieldSetup,\n  planCrmPipelineSetup,\n  readCrmFieldSetup,\n  readCrmPipelineSetup,\n} from '../model/crm-setup-content'\nimport type { PipelineDoc } from '../model/deal-board-model'\nimport { crmSuiteRefusalMessage } from './suite-gate'\n\n/**\n * THE CRM'S SETUP WRITERS (AGL-3746): a deal pipeline and a custom field,\n * saved for another plugin — Aglyn AI's build — under the CRM's rules.\n *\n * Registered on the core's resource-drafts seam as `crm-pipeline` and\n * `crm-field`. Neither is a draft: a pipeline and a field have no draft\n * state, and the console saves both live, so these do too, and their AI\n * capabilities say so (`live`). What they write is exactly what the\n * console's Pipelines dialog and Fields section write\n * (`model/crm-setup-content.ts`), and they admit exactly whom the Firestore\n * rules admit for those writes, since the Admin SDK passes the rules by:\n *\n *  - THE SITE is the org's, and THE PLAN carries the CRM (`crm`, Starter and\n *    up — `orgCarriesCrmSuite`), refused in the suite gate's words;\n *  - THE MEMBER is an owner, admin or editor (`canWriteOrgData`) whose org\n *    access is not suspended, holding `data.manage`, the key the whole CRM\n *    is gated on;\n *  - THE SCOPE is one the member can create in (`canCreateScoped`): a\n *    pipeline is stamped as the board's seed stamps it from this site\n *    (`crmScopeTokens`), a field org-wide, which only an org-wide member\n *    reaches.\n *\n * Idempotent: the job's attempt key is a new pipeline's or field's id, and\n * an existing pipeline, stage or field is matched by name (see the model),\n * so asking again changes nothing.\n */\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** The refusals, in the console's and the routes' words. */\nexport const CRM_SETUP_ROLE_REFUSAL = 'Editing the CRM requires the editor role'\nexport const CRM_SETUP_PERMISSION_REFUSAL = 'Your organization role does not allow editing organization data'\nexport const CRM_SETUP_SCOPE_REFUSAL = 'Your access to this organization does not reach that site'\nexport const CRM_SETUP_FIELD_SCOPE_REFUSAL = 'Custom fields are organization-wide, and your access reaches only some sites'\n\n/** Roles allowed to write the CRM's setup — the rules' `canWriteOrgData()`. */\nconst WRITER_ROLES = new Set(['owner', 'admin', 'editor'])\n\n/** The most pipelines one site's read returns, as the board reads them. */\nconst PIPELINE_READ_LIMIT = 50\n\n/** Who the member is in the org, as the writers ask. */\nexport interface CrmSetupMember {\n  role: string\n  canManageData: boolean\n  /** The membership itself, for its reach and whether it is suspended. */\n  member: Readonly<Record<string, unknown>>\n}\n\n/** The reads and writes the writers make, over the Admin SDK unless a spec hands in its own. */\nexport interface CrmSetupStore {\n  /** The pipelines readable under these scope tokens. */\n  pipelines(orgId: string, readTokens: readonly string[]): Promise<PipelineDoc[]>\n  pipeline(orgId: string, id: string): Promise<PipelineDoc | null>\n  /** One batch: the new or changed pipeline, and the default flag off the others. */\n  savePipeline(\n    orgId: string,\n    write: { id: string; create?: Record<string, unknown>; update?: Record<string, unknown>; defaultsOff: string[] },\n    now: Date,\n  ): Promise<void>\n  /** Every definition the org holds, retired ones included, to the ceiling and one past it. */\n  fields(orgId: string): Promise<CrmFieldDefinitionDoc[]>\n  field(orgId: string, id: string): Promise<CrmFieldDefinitionDoc | null>\n  createField(orgId: string, id: string, document: Record<string, unknown>): Promise<void>\n  setFieldOptions(orgId: string, id: string, options: string[], now: Date): Promise<void>\n}\n\nexport interface CrmSetupWriterDeps {\n  store?: CrmSetupStore\n  /** The org a site belongs to; the platform's lookup otherwise. */\n  orgIdForHost?: (hostId: string) => Promise<string | null>\n  /** The member, or `null` when they are not one; the platform's otherwise. */\n  member?: (uid: string, orgId: string) => Promise<CrmSetupMember | null>\n}\n\nasync function platformMember(uid: string, orgId: string): Promise<CrmSetupMember | null> {\n  const membership = await resolveOrgMembership(uid, orgId)\n  const member = membership?.member\n  if (!member) return null\n  return {\n    role: String(member.role ?? ''),\n    canManageData: await memberHasOrgPermission(orgId, member, 'data.manage'),\n    member: member as unknown as Readonly<Record<string, unknown>>,\n  }\n}\n\n/** The CRM's collections over the Admin SDK. */\nexport function adminCrmSetupStore(firestore: () => Firestore = () => firebaseAdmin.app().firestore() as unknown as Firestore): CrmSetupStore {\n  const org = (orgId: string) => firestore().collection('orgs').doc(orgId)\n  const pipelinesOf = (orgId: string) => org(orgId).collection(CRM_COLLECTIONS.pipelines)\n  const fieldsOf = (orgId: string) => org(orgId).collection(CRM_COLLECTIONS.contactFields)\n  const withId = <T>(snap: FirebaseFirestore.DocumentSnapshot): T => ({ ...(snap.data() as object), $id: snap.id }) as T\n  return {\n    pipelines: async (orgId, readTokens) => {\n      const snap = await pipelinesOf(orgId)\n        .where('visibleTo', 'array-contains-any', [...readTokens])\n        .orderBy(FieldPath.documentId())\n        .limit(PIPELINE_READ_LIMIT)\n        .get()\n      return snap.docs.map((one) => withId<PipelineDoc>(one))\n    },\n    pipeline: async (orgId, id) => {\n      const snap = await pipelinesOf(orgId).doc(id).get()\n      return snap.exists ? withId<PipelineDoc>(snap) : null\n    },\n    savePipeline: async (orgId, write, now) => {\n      const batch = firestore().batch()\n      const ref = pipelinesOf(orgId).doc(write.id)\n      if (write.create) batch.create(ref, write.create)\n      else if (write.update) batch.update(ref, { ...write.update, updatedAt: now })\n      for (const id of write.defaultsOff) {\n        batch.update(pipelinesOf(orgId).doc(id), { isDefault: false, updatedAt: now })\n      }\n      await batch.commit()\n    },\n    fields: async (orgId) => {\n      const snap = await fieldsOf(orgId).limit(CONTACT_FIELDS_MAX_PER_ORG + 1).get()\n      return snap.docs.map((one) => withId<CrmFieldDefinitionDoc>(one))\n    },\n    field: async (orgId, id) => {\n      const snap = await fieldsOf(orgId).doc(id).get()\n      return snap.exists ? withId<CrmFieldDefinitionDoc>(snap) : null\n    },\n    createField: async (orgId, id, document) => {\n      await fieldsOf(orgId).doc(id).create(document)\n    },\n    setFieldOptions: async (orgId, id, options, now) => {\n      await fieldsOf(orgId).doc(id).update({ options, updatedAt: now })\n    },\n  }\n}\n\n/** The scope a pipeline made from this site is stamped with: the board seed's. */\nfunction pipelineScope(context: Pick<PluginDraftContext, 'org' | 'hostId'>): string[] {\n  const org = (context.org ?? null) as Record<string, unknown> | null\n  return crmScopeTokens(org, consentGroupForHost(org, context.hostId))\n}\n\n/** What a pipeline's board at this site reads: the org's rows and the site group's. */\nfunction pipelineReadTokens(context: Pick<PluginDraftContext, 'org' | 'hostId'>): string[] {\n  const org = (context.org ?? null) as Record<string, unknown> | null\n  return crmReadTokens(consentGroupForHost(org, context.hostId))\n}\n\nfunction pipelineRecord(pipeline: PipelineDoc): PluginDraftRecord {\n  return { id: pipeline.$id, name: String(pipeline.name ?? ''), versionId: null, facts: crmPipelineSetupFacts(pipeline.stages ?? []) }\n}\n\nfunction fieldRecord(field: CrmFieldDefinitionDoc): PluginDraftRecord {\n  return {\n    id: field.$id,\n    name: String(field.label ?? ''),\n    versionId: null,\n    facts: { object: field.object ?? 'contact', key: field.key, type: field.type, ...(field.options ? { options: field.options } : {}) },\n  }\n}\n\nfunction createCrmSetupGate(deps: CrmSetupWriterDeps) {\n  const orgIdForHost = deps.orgIdForHost ?? ((hostId: string) => resolveOrgIdForHost(hostId))\n  const memberOf = deps.member ?? platformMember\n  /** Everything but the scope: the site is the org's, the plan, the member's role and permission. */\n  return async (context: PluginDraftContext, scope: readonly string[], scopeRefusal: string): Promise<PluginDraftRefusal | null> => {\n    if ((await orgIdForHost(context.hostId)) !== context.orgId) return { status: 404, error: 'Unknown site' }\n    if (!checkEntitlement(context.org as never, 'crm')) {\n      return { status: 403, error: crmSuiteRefusalMessage('Setting up the CRM') }\n    }\n    const member = await memberOf(context.uid, context.orgId)\n    if (!member || !WRITER_ROLES.has(member.role) || member.member['orgSuspended'] === true) {\n      return { status: 403, error: CRM_SETUP_ROLE_REFUSAL }\n    }\n    if (!member.canManageData) return { status: 403, error: CRM_SETUP_PERMISSION_REFUSAL }\n    if (!memberCanSee(member.member as never, scope)) return { status: 403, error: scopeRefusal }\n    return null\n  }\n}\n\n/** The `crm-pipeline` writer: creates or brings a pipeline to the ask. */\nexport function createCrmPipelineSetupWriter(deps: CrmSetupWriterDeps = {}): PluginResourceDraftWriter {\n  const store = deps.store ?? adminCrmSetupStore()\n  const orgIdForHost = deps.orgIdForHost ?? ((hostId: string) => resolveOrgIdForHost(hostId))\n  const gate = createCrmSetupGate(deps)\n  return {\n    refusal: (context) => gate(context, pipelineScope(context), CRM_SETUP_SCOPE_REFUSAL),\n    check: (content) => checkCrmPipelineSetup(content),\n    read: async ({ hostId, id }) => {\n      const orgId = await orgIdForHost(hostId)\n      const pipeline = orgId ? await store.pipeline(orgId, id) : null\n      return pipeline ? pipelineRecord(pipeline) : null\n    },\n    write: async (request): Promise<PluginDraftWrite> => {\n      const read = readCrmPipelineSetup(request.content)\n      if (read.ok === false) return { ok: false, status: 400, error: read.problems[0] }\n      const visibleTo = pipelineScope(request)\n      const refused = await gate(request, visibleTo, CRM_SETUP_SCOPE_REFUSAL)\n      if (refused) return { ok: false, ...refused }\n      // Asked again under the same id: the pipeline it already made.\n      const made = await store.pipeline(request.orgId, request.id)\n      if (made) return { ok: true, replayed: true, ...pipelineRecord(made) }\n      const pipelines = await store.pipelines(request.orgId, pipelineReadTokens(request))\n      const plan = planCrmPipelineSetup(read.value, pipelines, {\n        visibleTo,\n        hostId: request.hostId,\n        uid: request.uid,\n        nowMs: request.now.getTime(),\n      })\n      if (plan.kind === 'refuse') return { ok: false, status: 409, error: plan.error }\n      if (plan.kind === 'create') {\n        await store.savePipeline(request.orgId, { id: request.id, create: plan.document, defaultsOff: plan.defaultsOff }, request.now)\n        return {\n          ok: true,\n          replayed: false,\n          ...pipelineRecord({ ...(plan.document as unknown as PipelineDoc), $id: request.id }),\n        }\n      }\n      const existing = pipelines.find((one) => one.$id === plan.id) as PipelineDoc\n      const changed = Object.keys(plan.patch).length > 0 || plan.defaultsOff.length > 0\n      if (changed) {\n        await store.savePipeline(request.orgId, { id: plan.id, update: plan.patch, defaultsOff: plan.defaultsOff }, request.now)\n      }\n      return { ok: true, replayed: !changed, ...pipelineRecord({ ...existing, ...plan.patch }) }\n    },\n  }\n}\n\n/** The `crm-field` writer: creates a custom field, or finds the one asked for. */\nexport function createCrmFieldSetupWriter(deps: CrmSetupWriterDeps = {}): PluginResourceDraftWriter {\n  const store = deps.store ?? adminCrmSetupStore()\n  const orgIdForHost = deps.orgIdForHost ?? ((hostId: string) => resolveOrgIdForHost(hostId))\n  const gate = createCrmSetupGate(deps)\n  const scope = [ORG_SCOPE_TOKEN]\n  return {\n    refusal: (context) => gate(context, scope, CRM_SETUP_FIELD_SCOPE_REFUSAL),\n    check: (content) => checkCrmFieldSetup(content),\n    read: async ({ hostId, id }) => {\n      const orgId = await orgIdForHost(hostId)\n      const field = orgId ? await store.field(orgId, id) : null\n      return field ? fieldRecord(field) : null\n    },\n    write: async (request): Promise<PluginDraftWrite> => {\n      const read = readCrmFieldSetup(request.content)\n      if (read.ok === false) return { ok: false, status: 400, error: read.problems[0] }\n      const refused = await gate(request, scope, CRM_SETUP_FIELD_SCOPE_REFUSAL)\n      if (refused) return { ok: false, ...refused }\n      const made = await store.field(request.orgId, request.id)\n      if (made) return { ok: true, replayed: true, ...fieldRecord(made) }\n      const definitions = await store.fields(request.orgId)\n      const plan = planCrmFieldSetup(read.value, definitions, { hostId: request.hostId, now: request.now, visibleTo: scope })\n      if (plan.kind === 'refuse') return { ok: false, status: plan.status, error: plan.error }\n      if (plan.kind === 'create') {\n        await store.createField(request.orgId, request.id, plan.document)\n        return {\n          ok: true,\n          replayed: false,\n          ...fieldRecord({ ...(plan.document as unknown as CrmFieldDefinitionDoc), $id: request.id }),\n        }\n      }\n      const existing = definitions.find((one) => one.$id === plan.id) as CrmFieldDefinitionDoc\n      if (!plan.options.length) return { ok: true, replayed: true, ...fieldRecord(existing) }\n      const options = [...(existing.options ?? []), ...plan.options]\n      await store.setFieldOptions(request.orgId, plan.id, options, request.now)\n      return { ok: true, replayed: false, ...fieldRecord({ ...existing, options }) }\n    },\n  }\n}\n\nexport const crmPipelineSetupWriter = createCrmPipelineSetupWriter()\nexport const crmFieldSetupWriter = 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/crm-setup-writers.server.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport { CONTACT_FIELDS_MAX_PER_ORG } from '@aglyn/aglyn/app-utils/contact-custom-fields'\nimport {\n  CRM_COLLECTIONS,\n  type CrmPicklist,\n  type CrmPicklistDefinition,\n  type CrmPicklistId,\n  type CrmPicklistObject,\n  type CrmPicklistTarget,\n  crmPicklistDefinition,\n  crmReadTokens,\n  crmScopeTokens,\n  effectiveCrmPicklist,\n  normalizeCrmPicklist,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { memberCanSee } from '@aglyn/aglyn/app-utils/organizations'\nimport { checkEntitlement } from '@aglyn/aglyn/app-utils/plan-entitlements'\nimport { newResourceScopeFields, ORG_SCOPE_TOKEN } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport type {\n  PluginDraftContext,\n  PluginDraftRecord,\n  PluginDraftRefusal,\n  PluginDraftWrite,\n  PluginResourceDraftWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-resource-drafts'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport {\n  memberHasOrgPermission,\n  resolveOrgIdForHost,\n  resolveOrgMembership,\n} from '@aglyn/tenant-data-admin/server/organizations'\nimport { FieldPath, FieldValue } from 'firebase-admin/firestore'\nimport {\n  checkCrmPicklistValuesSetup,\n  CRM_CUSTOM_CHOICE_LIST,\n  type CrmPicklistValuesOutcome,\n  crmPicklistValuesName,\n  planCrmCustomChoiceValues,\n  planCrmPicklistValues,\n  readCrmPicklistValuesSetup,\n} from '../model/crm-picklist-setup-content'\nimport {\n  checkCrmFieldSetup,\n  checkCrmPipelineSetup,\n  type CrmFieldDefinitionDoc,\n  crmPipelineSetupFacts,\n  planCrmFieldSetup,\n  planCrmPipelineSetup,\n  readCrmFieldSetup,\n  readCrmPipelineSetup,\n} from '../model/crm-setup-content'\nimport type { PipelineDoc } from '../model/deal-board-model'\nimport { picklistKeepsGroups } from '../model/picklist-values'\nimport { picklistGroupOf, regroupEverywhere } from './picklist-regroup'\nimport { crmSuiteRefusalMessage } from './suite-gate'\n\n/**\n * THE CRM'S SETUP WRITERS (AGL-3746): a deal pipeline and a custom field,\n * saved for another plugin — Aglyn AI's build — under the CRM's rules.\n *\n * Registered on the core's resource-drafts seam as `crm-pipeline` and\n * `crm-field`. Neither is a draft: a pipeline and a field have no draft\n * state, and the console saves both live, so these do too, and their AI\n * capabilities say so (`live`). What they write is exactly what the\n * console's Pipelines dialog and Fields section write\n * (`model/crm-setup-content.ts`), and they admit exactly whom the Firestore\n * rules admit for those writes, since the Admin SDK passes the rules by:\n *\n *  - THE SITE is the org's, and THE PLAN carries the CRM (`crm`, Starter and\n *    up — `orgCarriesCrmSuite`), refused in the suite gate's words;\n *  - THE MEMBER is an owner, admin or editor (`canWriteOrgData`) whose org\n *    access is not suspended, holding `data.manage`, the key the whole CRM\n *    is gated on;\n *  - THE SCOPE is one the member can create in (`canCreateScoped`): a\n *    pipeline is stamped as the board's seed stamps it from this site\n *    (`crmScopeTokens`), a field org-wide, which only an org-wide member\n *    reaches.\n *\n * Idempotent: the job's attempt key is a new pipeline's or field's id, and\n * an existing pipeline, stage or field is matched by name (see the model),\n * so asking again changes nothing.\n */\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** The refusals, in the console's and the routes' words. */\nexport const CRM_SETUP_ROLE_REFUSAL = 'Editing the CRM requires the editor role'\nexport const CRM_SETUP_PERMISSION_REFUSAL = 'Your organization role does not allow editing organization data'\nexport const CRM_SETUP_SCOPE_REFUSAL = 'Your access to this organization does not reach that site'\nexport const CRM_SETUP_FIELD_SCOPE_REFUSAL = 'Custom fields are organization-wide, and your access reaches only some sites'\nexport const CRM_SETUP_PICKLIST_SCOPE_REFUSAL = 'Picklists are organization-wide, and your access reaches only some sites'\n\n/** Roles allowed to write the CRM's setup — the rules' `canWriteOrgData()`. */\nconst WRITER_ROLES = new Set(['owner', 'admin', 'editor'])\n\n/** The most pipelines one site's read returns, as the board reads them. */\nconst PIPELINE_READ_LIMIT = 50\n\n/** Who the member is in the org, as the writers ask. */\nexport interface CrmSetupMember {\n  role: string\n  canManageData: boolean\n  /** The membership itself, for its reach and whether it is suspended. */\n  member: Readonly<Record<string, unknown>>\n}\n\n/** The reads and writes the writers make, over the Admin SDK unless a spec hands in its own. */\nexport interface CrmSetupStore {\n  /** The pipelines readable under these scope tokens. */\n  pipelines(orgId: string, readTokens: readonly string[]): Promise<PipelineDoc[]>\n  pipeline(orgId: string, id: string): Promise<PipelineDoc | null>\n  /** One batch: the new or changed pipeline, and the default flag off the others. */\n  savePipeline(\n    orgId: string,\n    write: { id: string; create?: Record<string, unknown>; update?: Record<string, unknown>; defaultsOff: string[] },\n    now: Date,\n  ): Promise<void>\n  /** Every definition the org holds, retired ones included, to the ceiling and one past it. */\n  fields(orgId: string): Promise<CrmFieldDefinitionDoc[]>\n  field(orgId: string, id: string): Promise<CrmFieldDefinitionDoc | null>\n  createField(orgId: string, id: string, document: Record<string, unknown>): Promise<void>\n  setFieldOptions(orgId: string, id: string, options: string[], now: Date): Promise<void>\n  /** A picklist's stored document, or `null` for an org that never stored one (AGL-3756). */\n  picklist(orgId: string, id: CrmPicklistId): Promise<Readonly<Record<string, unknown>> | null>\n  /**\n   * Read a picklist and write it back in one transaction, as the console's\n   * route does, so a person editing the list at the same moment is not\n   * overwritten. `change` answers the list to write, or `null` for none.\n   */\n  changePicklist<T>(\n    orgId: string,\n    id: CrmPicklistId,\n    change: (stored: Readonly<Record<string, unknown>> | null) => { write: CrmPicklist | null; result: T },\n    stamp: { hostId: string },\n  ): Promise<T>\n  /** A value's group onto every record of `object` holding `label` (a lead's `leadSourceDirection`). */\n  regroup(orgId: string, object: CrmPicklistObject, target: CrmPicklistTarget, label: string, group: string | null): Promise<number>\n}\n\n/** The org subcollection each picklist target's records live in. */\nconst TARGET_COLLECTIONS: Record<CrmPicklistObject, string> = {\n  contact: 'contacts',\n  lead: 'leads',\n  company: CRM_COLLECTIONS.companies,\n  deal: CRM_COLLECTIONS.deals,\n  task: CRM_COLLECTIONS.tasks,\n}\n\nexport interface CrmSetupWriterDeps {\n  store?: CrmSetupStore\n  /** The org a site belongs to; the platform's lookup otherwise. */\n  orgIdForHost?: (hostId: string) => Promise<string | null>\n  /** The member, or `null` when they are not one; the platform's otherwise. */\n  member?: (uid: string, orgId: string) => Promise<CrmSetupMember | null>\n}\n\nasync function platformMember(uid: string, orgId: string): Promise<CrmSetupMember | null> {\n  const membership = await resolveOrgMembership(uid, orgId)\n  const member = membership?.member\n  if (!member) return null\n  return {\n    role: String(member.role ?? ''),\n    canManageData: await memberHasOrgPermission(orgId, member, 'data.manage'),\n    member: member as unknown as Readonly<Record<string, unknown>>,\n  }\n}\n\n/** The CRM's collections over the Admin SDK. */\nexport function adminCrmSetupStore(firestore: () => Firestore = () => firebaseAdmin.app().firestore() as unknown as Firestore): CrmSetupStore {\n  const org = (orgId: string) => firestore().collection('orgs').doc(orgId)\n  const pipelinesOf = (orgId: string) => org(orgId).collection(CRM_COLLECTIONS.pipelines)\n  const fieldsOf = (orgId: string) => org(orgId).collection(CRM_COLLECTIONS.contactFields)\n  const withId = <T>(snap: FirebaseFirestore.DocumentSnapshot): T => ({ ...(snap.data() as object), $id: snap.id }) as T\n  return {\n    pipelines: async (orgId, readTokens) => {\n      const snap = await pipelinesOf(orgId)\n        .where('visibleTo', 'array-contains-any', [...readTokens])\n        .orderBy(FieldPath.documentId())\n        .limit(PIPELINE_READ_LIMIT)\n        .get()\n      return snap.docs.map((one) => withId<PipelineDoc>(one))\n    },\n    pipeline: async (orgId, id) => {\n      const snap = await pipelinesOf(orgId).doc(id).get()\n      return snap.exists ? withId<PipelineDoc>(snap) : null\n    },\n    savePipeline: async (orgId, write, now) => {\n      const batch = firestore().batch()\n      const ref = pipelinesOf(orgId).doc(write.id)\n      if (write.create) batch.create(ref, write.create)\n      else if (write.update) batch.update(ref, { ...write.update, updatedAt: now })\n      for (const id of write.defaultsOff) {\n        batch.update(pipelinesOf(orgId).doc(id), { isDefault: false, updatedAt: now })\n      }\n      await batch.commit()\n    },\n    fields: async (orgId) => {\n      const snap = await fieldsOf(orgId).limit(CONTACT_FIELDS_MAX_PER_ORG + 1).get()\n      return snap.docs.map((one) => withId<CrmFieldDefinitionDoc>(one))\n    },\n    field: async (orgId, id) => {\n      const snap = await fieldsOf(orgId).doc(id).get()\n      return snap.exists ? withId<CrmFieldDefinitionDoc>(snap) : null\n    },\n    createField: async (orgId, id, document) => {\n      await fieldsOf(orgId).doc(id).create(document)\n    },\n    setFieldOptions: async (orgId, id, options, now) => {\n      await fieldsOf(orgId).doc(id).update({ options, updatedAt: now })\n    },\n    picklist: async (orgId, id) => {\n      const snap = await org(orgId).collection(CRM_COLLECTIONS.picklists).doc(id).get()\n      return snap.exists ? ((snap.data() ?? {}) as Record<string, unknown>) : null\n    },\n    changePicklist: async (orgId, id, change, stamp) => {\n      const ref = org(orgId).collection(CRM_COLLECTIONS.picklists).doc(id)\n      return firestore().runTransaction(async (transaction) => {\n        const snap = await transaction.get(ref)\n        const stored = snap.exists ? ((snap.data() ?? {}) as Record<string, unknown>) : null\n        const { write, result } = change(stored)\n        if (write) {\n          // The stamp the console's first write gives an org-wide CRM document.\n          const created = normalizeCrmPicklist(stored) === null\n          transaction.set(\n            ref,\n            {\n              values: write.values,\n              defaultValueId: write.defaultValueId,\n              updatedAt: FieldValue.serverTimestamp(),\n              ...(created\n                ? { hostId: stamp.hostId, createdAt: FieldValue.serverTimestamp(), ...newResourceScopeFields([ORG_SCOPE_TOKEN]) }\n                : {}),\n            },\n            { merge: true },\n          )\n        }\n        return result\n      })\n    },\n    regroup: (orgId, object, target, label, group) =>\n      regroupEverywhere(firestore(), org(orgId).collection(TARGET_COLLECTIONS[object]), target, label, group),\n  }\n}\n\n/** The scope a pipeline made from this site is stamped with: the board seed's. */\nfunction pipelineScope(context: Pick<PluginDraftContext, 'org' | 'hostId'>): string[] {\n  const org = (context.org ?? null) as Record<string, unknown> | null\n  return crmScopeTokens(org, consentGroupForHost(org, context.hostId))\n}\n\n/** What a pipeline's board at this site reads: the org's rows and the site group's. */\nfunction pipelineReadTokens(context: Pick<PluginDraftContext, 'org' | 'hostId'>): string[] {\n  const org = (context.org ?? null) as Record<string, unknown> | null\n  return crmReadTokens(consentGroupForHost(org, context.hostId))\n}\n\nfunction pipelineRecord(pipeline: PipelineDoc): PluginDraftRecord {\n  return { id: pipeline.$id, name: String(pipeline.name ?? ''), versionId: null, facts: crmPipelineSetupFacts(pipeline.stages ?? []) }\n}\n\nfunction fieldRecord(field: CrmFieldDefinitionDoc): PluginDraftRecord {\n  return {\n    id: field.$id,\n    name: String(field.label ?? ''),\n    versionId: null,\n    facts: {\n      object: field.object ?? 'contact',\n      key: field.key,\n      type: field.type,\n      ...(field.options ? { options: field.options } : {}),\n      ...(field.currency ? { currency: field.currency } : {}),\n    },\n  }\n}\n\nfunction createCrmSetupGate(deps: CrmSetupWriterDeps) {\n  const orgIdForHost = deps.orgIdForHost ?? ((hostId: string) => resolveOrgIdForHost(hostId))\n  const memberOf = deps.member ?? platformMember\n  /** Everything but the scope: the site is the org's, the plan, the member's role and permission. */\n  return async (context: PluginDraftContext, scope: readonly string[], scopeRefusal: string): Promise<PluginDraftRefusal | null> => {\n    if ((await orgIdForHost(context.hostId)) !== context.orgId) return { status: 404, error: 'Unknown site' }\n    if (!checkEntitlement(context.org as never, 'crm')) {\n      return { status: 403, error: crmSuiteRefusalMessage('Setting up the CRM') }\n    }\n    const member = await memberOf(context.uid, context.orgId)\n    if (!member || !WRITER_ROLES.has(member.role) || member.member['orgSuspended'] === true) {\n      return { status: 403, error: CRM_SETUP_ROLE_REFUSAL }\n    }\n    if (!member.canManageData) return { status: 403, error: CRM_SETUP_PERMISSION_REFUSAL }\n    if (!memberCanSee(member.member as never, scope)) return { status: 403, error: scopeRefusal }\n    return null\n  }\n}\n\n/** The `crm-pipeline` writer: creates or brings a pipeline to the ask. */\nexport function createCrmPipelineSetupWriter(deps: CrmSetupWriterDeps = {}): PluginResourceDraftWriter {\n  const store = deps.store ?? adminCrmSetupStore()\n  const orgIdForHost = deps.orgIdForHost ?? ((hostId: string) => resolveOrgIdForHost(hostId))\n  const gate = createCrmSetupGate(deps)\n  return {\n    refusal: (context) => gate(context, pipelineScope(context), CRM_SETUP_SCOPE_REFUSAL),\n    check: (content) => checkCrmPipelineSetup(content),\n    read: async ({ hostId, id }) => {\n      const orgId = await orgIdForHost(hostId)\n      const pipeline = orgId ? await store.pipeline(orgId, id) : null\n      return pipeline ? pipelineRecord(pipeline) : null\n    },\n    write: async (request): Promise<PluginDraftWrite> => {\n      const read = readCrmPipelineSetup(request.content)\n      if (read.ok === false) return { ok: false, status: 400, error: read.problems[0] }\n      const visibleTo = pipelineScope(request)\n      const refused = await gate(request, visibleTo, CRM_SETUP_SCOPE_REFUSAL)\n      if (refused) return { ok: false, ...refused }\n      // Asked again under the same id: the pipeline it already made.\n      const made = await store.pipeline(request.orgId, request.id)\n      if (made) return { ok: true, replayed: true, ...pipelineRecord(made) }\n      const pipelines = await store.pipelines(request.orgId, pipelineReadTokens(request))\n      const plan = planCrmPipelineSetup(read.value, pipelines, {\n        visibleTo,\n        hostId: request.hostId,\n        uid: request.uid,\n        nowMs: request.now.getTime(),\n      })\n      if (plan.kind === 'refuse') return { ok: false, status: 409, error: plan.error }\n      if (plan.kind === 'create') {\n        await store.savePipeline(request.orgId, { id: request.id, create: plan.document, defaultsOff: plan.defaultsOff }, request.now)\n        return {\n          ok: true,\n          replayed: false,\n          ...pipelineRecord({ ...(plan.document as unknown as PipelineDoc), $id: request.id }),\n        }\n      }\n      const existing = pipelines.find((one) => one.$id === plan.id) as PipelineDoc\n      const changed = Object.keys(plan.patch).length > 0 || plan.defaultsOff.length > 0\n      if (changed) {\n        await store.savePipeline(request.orgId, { id: plan.id, update: plan.patch, defaultsOff: plan.defaultsOff }, request.now)\n      }\n      return { ok: true, replayed: !changed, ...pipelineRecord({ ...existing, ...plan.patch }) }\n    },\n  }\n}\n\n/** The `crm-field` writer: creates a custom field, or finds the one asked for. */\nexport function createCrmFieldSetupWriter(deps: CrmSetupWriterDeps = {}): PluginResourceDraftWriter {\n  const store = deps.store ?? adminCrmSetupStore()\n  const orgIdForHost = deps.orgIdForHost ?? ((hostId: string) => resolveOrgIdForHost(hostId))\n  const gate = createCrmSetupGate(deps)\n  const scope = [ORG_SCOPE_TOKEN]\n  return {\n    refusal: (context) => gate(context, scope, CRM_SETUP_FIELD_SCOPE_REFUSAL),\n    check: (content) => checkCrmFieldSetup(content),\n    read: async ({ hostId, id }) => {\n      const orgId = await orgIdForHost(hostId)\n      const field = orgId ? await store.field(orgId, id) : null\n      return field ? fieldRecord(field) : null\n    },\n    write: async (request): Promise<PluginDraftWrite> => {\n      const read = readCrmFieldSetup(request.content)\n      if (read.ok === false) return { ok: false, status: 400, error: read.problems[0] }\n      const refused = await gate(request, scope, CRM_SETUP_FIELD_SCOPE_REFUSAL)\n      if (refused) return { ok: false, ...refused }\n      const made = await store.field(request.orgId, request.id)\n      if (made) return { ok: true, replayed: true, ...fieldRecord(made) }\n      const definitions = await store.fields(request.orgId)\n      const plan = planCrmFieldSetup(read.value, definitions, { hostId: request.hostId, now: request.now, visibleTo: scope })\n      if (plan.kind === 'refuse') return { ok: false, status: plan.status, error: plan.error }\n      if (plan.kind === 'create') {\n        await store.createField(request.orgId, request.id, plan.document)\n        return {\n          ok: true,\n          replayed: false,\n          ...fieldRecord({ ...(plan.document as unknown as CrmFieldDefinitionDoc), $id: request.id }),\n        }\n      }\n      const existing = definitions.find((one) => one.$id === plan.id) as CrmFieldDefinitionDoc\n      if (!plan.options.length) return { ok: true, replayed: true, ...fieldRecord(existing) }\n      const options = [...(existing.options ?? []), ...plan.options]\n      await store.setFieldOptions(request.orgId, plan.id, options, request.now)\n      return { ok: true, replayed: false, ...fieldRecord({ ...existing, options }) }\n    },\n  }\n}\n\nexport const crmPipelineSetupWriter = createCrmPipelineSetupWriter()\nexport const crmFieldSetupWriter = createCrmFieldSetupWriter()\n\n/*==========================================\n * PICKLIST VALUES (AGL-3756)\n *=========================================*/\n\n/** The record id a custom Choice field's values are reported under, beside a picklist's own id. */\nconst CUSTOM_RECORD_PREFIX = `${CRM_CUSTOM_CHOICE_LIST}:`\n\nfunction picklistRecord(definition: CrmPicklistDefinition, picklist: CrmPicklist, outcome?: CrmPicklistValuesOutcome): PluginDraftRecord {\n  return {\n    id: definition.id,\n    name: crmPicklistValuesName(definition),\n    versionId: null,\n    facts: {\n      list: definition.id,\n      values: picklist.values.filter((value) => value.active).map((value) => value.label),\n      ...(outcome ?? {}),\n    },\n  }\n}\n\nfunction choiceRecord(field: CrmFieldDefinitionDoc, outcome?: CrmPicklistValuesOutcome): PluginDraftRecord {\n  return {\n    id: `${CUSTOM_RECORD_PREFIX}${field.$id}`,\n    name: String(field.label ?? ''),\n    versionId: null,\n    facts: { list: CRM_CUSTOM_CHOICE_LIST, object: field.object ?? 'contact', values: field.options ?? [], ...(outcome ?? {}) },\n  }\n}\n\n/**\n * The `crm-picklist-values` writer: adds values to a standard CRM picklist\n * or a custom Choice field's choices, never removing, renaming, reordering\n * or reactivating one. Gated as the Fields page is — the `crm` feature, an\n * owner, admin or editor with `data.manage` — and org-wide, as every\n * picklist and field document is. A lead source added where records\n * already hold its label files them under its group (`leadSourceDirection`),\n * as the console's route does (AGL-3577).\n */\nexport function createCrmPicklistValuesSetupWriter(deps: CrmSetupWriterDeps = {}): PluginResourceDraftWriter {\n  const store = deps.store ?? adminCrmSetupStore()\n  const orgIdForHost = deps.orgIdForHost ?? ((hostId: string) => resolveOrgIdForHost(hostId))\n  const gate = createCrmSetupGate(deps)\n  const scope = [ORG_SCOPE_TOKEN]\n  return {\n    refusal: (context) => gate(context, scope, CRM_SETUP_PICKLIST_SCOPE_REFUSAL),\n    check: (content) => checkCrmPicklistValuesSetup(content),\n    read: async ({ hostId, id }) => {\n      const orgId = await orgIdForHost(hostId)\n      if (!orgId) return null\n      if (id.startsWith(CUSTOM_RECORD_PREFIX)) {\n        const field = await store.field(orgId, id.slice(CUSTOM_RECORD_PREFIX.length))\n        return field ? choiceRecord(field) : null\n      }\n      const definition = crmPicklistDefinition(id)\n      if (!definition) return null\n      const listId = definition.id as CrmPicklistId\n      return picklistRecord(definition, effectiveCrmPicklist(listId, await store.picklist(orgId, listId)))\n    },\n    write: async (request): Promise<PluginDraftWrite> => {\n      const read = readCrmPicklistValuesSetup(request.content)\n      if (read.ok === false) return { ok: false, status: 400, error: read.problems[0] }\n      const refused = await gate(request, scope, CRM_SETUP_PICKLIST_SCOPE_REFUSAL)\n      if (refused) return { ok: false, ...refused }\n      const setup = read.value\n\n      if (setup.target.kind === 'custom') {\n        const definitions = await store.fields(request.orgId)\n        const plan = planCrmCustomChoiceValues({ ...setup, target: setup.target }, definitions)\n        if (plan.ok === false) return { ok: false, status: plan.status, error: plan.error }\n        const field = definitions.find((one) => one.$id === plan.id) as CrmFieldDefinitionDoc\n        const { added, existing, inactive } = plan\n        if (added.length) await store.setFieldOptions(request.orgId, plan.id, plan.options, request.now)\n        return {\n          ok: true,\n          replayed: added.length === 0,\n          ...choiceRecord({ ...field, options: plan.options }, { added, existing, inactive }),\n        }\n      }\n\n      const id = setup.target.id\n      const definition = crmPicklistDefinition(id) as CrmPicklistDefinition\n      const planned = await store.changePicklist(\n        request.orgId,\n        id,\n        (stored) => {\n          const plan = planCrmPicklistValues(definition, effectiveCrmPicklist(id, stored), setup)\n          return { write: plan.ok && plan.added.length ? plan.picklist : null, result: plan }\n        },\n        { hostId: request.hostId },\n      )\n      if (planned.ok === false) return { ok: false, status: 409, error: planned.error }\n      // Records that already hold an added label take its group (AGL-3577).\n      if (planned.added.length && picklistKeepsGroups(definition)) {\n        for (const target of definition.targets) {\n          if (!target.groupField || target.facet || target.arrayKey) continue\n          for (const label of planned.added) {\n            await store.regroup(request.orgId, target.object, target, label, picklistGroupOf(planned.picklist, label))\n          }\n        }\n      }\n      const { added, existing, inactive } = planned\n      return { ok: true, replayed: added.length === 0, ...picklistRecord(definition, planned.picklist, { added, existing, inactive }) }\n    },\n  }\n}\n\nexport const crmPicklistValuesSetupWriter = 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package/src/lib/server/picklist-regroup.d.ts

@@ -0,0 +1,30 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { type CrmPicklist, type CrmPicklistTarget } from '@aglyn/aglyn/app-utils/crm';
+/** The group a label is filed under in `picklist` — `null` for none, or a label it does not hold. */
+export declare function picklistGroupOf(picklist: CrmPicklist, label: string | null): string | null;
+/**
+ * Rewrite a target's GROUP field (AGL-3577) — a lead's
+ * `leadSourceDirection` — on every record holding `label` in any spelling
+ * (by its `keyField`) whose group is not `group` already. Answers how many
+ * were written. The field is derived, like the list keys a restamp writes,
+ * so `updatedAt` is left alone.
+ *
+ * Paged by document id rather than re-run: a record already holding the
+ * group stays in the query's answer.
+ */
+export declare function regroupEverywhere(firestore: FirebaseFirestore.Firestore, records: FirebaseFirestore.CollectionReference, target: CrmPicklistTarget, label: string, group: string | null): Promise<number>;

package/src/lib/server/picklist-regroup.js

@@ -0,0 +1,61 @@
+/**
+ * @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 CRM's
+// setup writers (AGL-3756) reach this file as well as the picklist route.
+import { crmPicklistKey, crmPicklistValueByLabel } from "@aglyn/aglyn/app-utils/crm";
+import { FieldPath } from "firebase-admin/firestore";
+/** Writes per batch — under Firestore's 500, with room to spare. */ const BATCH_SIZE = 400;
+/** The group a label is filed under in `picklist` — `null` for none, or a label it does not hold. */ export function picklistGroupOf(picklist, label) {
+    var _ref;
+    var _crmPicklistValueByLabel;
+    return (_ref = label === null ? null : (_crmPicklistValueByLabel = crmPicklistValueByLabel(picklist, label)) == null ? void 0 : _crmPicklistValueByLabel.group) != null ? _ref : null;
+}
+/**
+ * Rewrite a target's GROUP field (AGL-3577) — a lead's
+ * `leadSourceDirection` — on every record holding `label` in any spelling
+ * (by its `keyField`) whose group is not `group` already. Answers how many
+ * were written. The field is derived, like the list keys a restamp writes,
+ * so `updatedAt` is left alone.
+ *
+ * Paged by document id rather than re-run: a record already holding the
+ * group stays in the query's answer.
+ */ export async function regroupEverywhere(firestore, records, target, label, group) {
+    const key = crmPicklistKey(label);
+    if (!key || !target.keyField || !target.groupField) return 0;
+    const query = records.where(target.keyField, '==', key).orderBy(FieldPath.documentId()).limit(BATCH_SIZE);
+    let written = 0;
+    let after = null;
+    for(;;){
+        var _page_docs_;
+        const page = await (after ? query.startAfter(after) : query).get();
+        if (page.empty) return written;
+        const batch = firestore.batch();
+        let changed = 0;
+        for (const snapshot of page.docs){
+            if (snapshot.get(target.groupField) === group) continue;
+            batch.update(snapshot.ref, {
+                [target.groupField]: group
+            });
+            changed += 1;
+        }
+        if (changed) await batch.commit();
+        written += changed;
+        if (page.size < BATCH_SIZE) return written;
+        after = (_page_docs_ = page.docs[page.docs.length - 1]) != null ? _page_docs_ : null;
+    }
+}
+
+//# sourceMappingURL=picklist-regroup.js.map

package/src/lib/server/picklist-regroup.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/picklist-regroup.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 CRM's\n// setup writers (AGL-3756) reach this file as well as the picklist route.\nimport {\n  type CrmPicklist,\n  type CrmPicklistTarget,\n  crmPicklistKey,\n  crmPicklistValueByLabel,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { FieldPath } from 'firebase-admin/firestore'\n\n/** Writes per batch — under Firestore's 500, with room to spare. */\nconst BATCH_SIZE = 400\n\n/** The group a label is filed under in `picklist` — `null` for none, or a label it does not hold. */\nexport function picklistGroupOf(picklist: CrmPicklist, label: string | null): string | null {\n  return (label === null ? null : crmPicklistValueByLabel(picklist, label)?.group) ?? null\n}\n\n/**\n * Rewrite a target's GROUP field (AGL-3577) — a lead's\n * `leadSourceDirection` — on every record holding `label` in any spelling\n * (by its `keyField`) whose group is not `group` already. Answers how many\n * were written. The field is derived, like the list keys a restamp writes,\n * so `updatedAt` is left alone.\n *\n * Paged by document id rather than re-run: a record already holding the\n * group stays in the query's answer.\n */\nexport async function regroupEverywhere(\n  firestore: FirebaseFirestore.Firestore,\n  records: FirebaseFirestore.CollectionReference,\n  target: CrmPicklistTarget,\n  label: string,\n  group: string | null,\n): Promise<number> {\n  const key = crmPicklistKey(label)\n  if (!key || !target.keyField || !target.groupField) return 0\n  const query = records\n    .where(target.keyField, '==', key)\n    .orderBy(FieldPath.documentId())\n    .limit(BATCH_SIZE)\n  let written = 0\n  let after: FirebaseFirestore.QueryDocumentSnapshot | null = null\n  for (;;) {\n    const page: FirebaseFirestore.QuerySnapshot = await (after ? query.startAfter(after) : query).get()\n    if (page.empty) return written\n    const batch = firestore.batch()\n    let changed = 0\n    for (const snapshot of page.docs) {\n      if (snapshot.get(target.groupField) === group) continue\n      batch.update(snapshot.ref, { [target.groupField]: group })\n      changed += 1\n    }\n    if (changed) await batch.commit()\n    written += changed\n    if (page.size < BATCH_SIZE) return written\n    after = page.docs[page.docs.length - 1] ?? null\n  }\n}\n"],"names":["crmPicklistKey","crmPicklistValueByLabel","FieldPath","BATCH_SIZE","picklistGroupOf","picklist","label","group","regroupEverywhere","firestore","records","target","key","keyField","groupField","query","where","orderBy","documentId","limit","written","after","page","startAfter","get","empty","batch","changed","snapshot","docs","update","ref","commit","size","length"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,yEAAyE;AACzE,0EAA0E;AAC1E,SAGEA,cAAc,EACdC,uBAAuB,QAClB,6BAA4B;AACnC,SAASC,SAAS,QAAQ,2BAA0B;AAEpD,kEAAkE,GAClE,MAAMC,aAAa;AAEnB,mGAAmG,GACnG,OAAO,SAASC,gBAAgBC,QAAqB,EAAEC,KAAoB;QACjEA;QAAwBL;IAAhC,QAAQK,OAAAA,UAAU,OAAO,QAAOL,2BAAAA,wBAAwBI,UAAUC,2BAAlCL,yBAA0CM,KAAK,YAAvED,OAA4E;AACtF;AAEA;;;;;;;;;CASC,GACD,OAAO,eAAeE,kBACpBC,SAAsC,EACtCC,OAA8C,EAC9CC,MAAyB,EACzBL,KAAa,EACbC,KAAoB;IAEpB,MAAMK,MAAMZ,eAAeM;IAC3B,IAAI,CAACM,OAAO,CAACD,OAAOE,QAAQ,IAAI,CAACF,OAAOG,UAAU,EAAE,OAAO;IAC3D,MAAMC,QAAQL,QACXM,KAAK,CAACL,OAAOE,QAAQ,EAAE,MAAMD,KAC7BK,OAAO,CAACf,UAAUgB,UAAU,IAC5BC,KAAK,CAAChB;IACT,IAAIiB,UAAU;IACd,IAAIC,QAAwD;IAC5D,OAAS;YAaCC;QAZR,MAAMA,OAAwC,MAAM,AAACD,CAAAA,QAAQN,MAAMQ,UAAU,CAACF,SAASN,KAAI,EAAGS,GAAG;QACjG,IAAIF,KAAKG,KAAK,EAAE,OAAOL;QACvB,MAAMM,QAAQjB,UAAUiB,KAAK;QAC7B,IAAIC,UAAU;QACd,KAAK,MAAMC,YAAYN,KAAKO,IAAI,CAAE;YAChC,IAAID,SAASJ,GAAG,CAACb,OAAOG,UAAU,MAAMP,OAAO;YAC/CmB,MAAMI,MAAM,CAACF,SAASG,GAAG,EAAE;gBAAE,CAACpB,OAAOG,UAAU,CAAC,EAAEP;YAAM;YACxDoB,WAAW;QACb;QACA,IAAIA,SAAS,MAAMD,MAAMM,MAAM;QAC/BZ,WAAWO;QACX,IAAIL,KAAKW,IAAI,GAAG9B,YAAY,OAAOiB;QACnCC,SAAQC,cAAAA,KAAKO,IAAI,CAACP,KAAKO,IAAI,CAACK,MAAM,GAAG,EAAE,YAA/BZ,cAAmC;IAC7C;AACF"}

package/src/lib/server/picklist-values.d.ts

@@ -14,20 +14,8 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import { type CrmPicklist, type CrmPicklistTarget, type PluginApiHandler } from '@aglyn/aglyn/server';
-/** The group a label is filed under in `picklist` — `null` for none, or a label it does not hold. */
-export declare function picklistGroupOf(picklist: CrmPicklist, label: string | null): string | null;
-/**
- * Rewrite a target's GROUP field (AGL-3577) — a lead's
- * `leadSourceDirection` — on every record holding `label` in any spelling
- * (by its `keyField`) whose group is not `group` already. Answers how many
- * were written. The field is derived, like the list keys a restamp writes,
- * so `updatedAt` is left alone.
- *
- * Paged by document id rather than re-run: a record already holding the
- * group stays in the query's answer.
- */
-export declare function regroupEverywhere(firestore: FirebaseFirestore.Firestore, records: FirebaseFirestore.CollectionReference, target: CrmPicklistTarget, label: string, group: string | null): Promise<number>;
+import { type PluginApiHandler } from '@aglyn/aglyn/server';
+export { picklistGroupOf, regroupEverywhere } from './picklist-regroup';
 /** `POST crm/picklist-values` — any registered picklist, named by `picklistId`. */
 export declare const crmPicklistValuesHandler: PluginApiHandler;
 /** `POST crm/lead-source-values` — the same route with the picklist fixed to the lead source. */

package/src/lib/server/picklist-values.js

@@ -14,12 +14,14 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  * See the License for the specific language governing permissions and
  * limitations under the License.
- */ import { consentGroupForHost, CONTACT_FACETS_FIELD, CRM_COLLECTIONS, CRM_CONTACT_FACET_KEYS_FIELD, CRM_LEAD_SOURCE_PICKLIST, crmContactFacetKeys, crmPicklistDefinition, crmPicklistKey, crmPicklistValueByLabel, effectiveCrmPicklist, newResourceScopeFields, normalizeCrmPicklist, ORG_SCOPE_TOKEN } from "@aglyn/aglyn/server";
+ */ import { consentGroupForHost, CONTACT_FACETS_FIELD, CRM_COLLECTIONS, CRM_CONTACT_FACET_KEYS_FIELD, CRM_LEAD_SOURCE_PICKLIST, crmContactFacetKeys, crmPicklistDefinition, crmPicklistKey, effectiveCrmPicklist, newResourceScopeFields, normalizeCrmPicklist, ORG_SCOPE_TOKEN } from "@aglyn/aglyn/server";
 import { firebaseAdmin } from "@aglyn/tenant-data-admin";
 import { FieldPath, FieldValue } from "firebase-admin/firestore";
 import { addPicklistValue, deletePicklistValue, picklistKeepsGroups, renamePicklistValue, setPicklistValueGroup } from "../model/picklist-values.js";
 import { orgHostIds, readCrmRouteScope } from "./org-caller.js";
+import { picklistGroupOf, regroupEverywhere } from "./picklist-regroup.js";
 import { authorizeCrmWriter } from "./task-routes.js";
+export { picklistGroupOf, regroupEverywhere } from "./picklist-regroup.js";
 /** What the suite gate names when a plan without the CRM asks. */ const suiteAct = (definition)=>`Editing the organization's ${definition.plural}`;
 /** The org subcollection each target object's records live in. */ const TARGET_COLLECTIONS = {
     contact: 'contacts',
@@ -110,45 +112,6 @@ import { authorizeCrmWriter } from "./task-routes.js";
         after = (_page_docs_ = page.docs[page.docs.length - 1]) != null ? _page_docs_ : null;
     }
 }
-/** The group a label is filed under in `picklist` — `null` for none, or a label it does not hold. */ export function picklistGroupOf(picklist, label) {
-    var _ref;
-    var _crmPicklistValueByLabel;
-    return (_ref = label === null ? null : (_crmPicklistValueByLabel = crmPicklistValueByLabel(picklist, label)) == null ? void 0 : _crmPicklistValueByLabel.group) != null ? _ref : null;
-}
-/**
- * Rewrite a target's GROUP field (AGL-3577) — a lead's
- * `leadSourceDirection` — on every record holding `label` in any spelling
- * (by its `keyField`) whose group is not `group` already. Answers how many
- * were written. The field is derived, like the list keys a restamp writes,
- * so `updatedAt` is left alone.
- *
- * Paged by document id rather than re-run: a record already holding the
- * group stays in the query's answer.
- */ export async function regroupEverywhere(firestore, records, target, label, group) {
-    const key = crmPicklistKey(label);
-    if (!key || !target.keyField || !target.groupField) return 0;
-    const query = records.where(target.keyField, '==', key).orderBy(FieldPath.documentId()).limit(BATCH_SIZE);
-    let written = 0;
-    let after = null;
-    for(;;){
-        var _page_docs_;
-        const page = await (after ? query.startAfter(after) : query).get();
-        if (page.empty) return written;
-        const batch = firestore.batch();
-        let changed = 0;
-        for (const snapshot of page.docs){
-            if (snapshot.get(target.groupField) === group) continue;
-            batch.update(snapshot.ref, {
-                [target.groupField]: group
-            });
-            changed += 1;
-        }
-        if (changed) await batch.commit();
-        written += changed;
-        if (page.size < BATCH_SIZE) return written;
-        after = (_page_docs_ = page.docs[page.docs.length - 1]) != null ? _page_docs_ : null;
-    }
-}
 /** A contact as it reads once one holder's facet field holds `to` (or nothing, for `null`). */ function withFacetValue(data, groupId, field, to) {
     var _data_CONTACT_FACETS_FIELD, _facets_groupId;
     const facets = _extends({}, (_data_CONTACT_FACETS_FIELD = data[CONTACT_FACETS_FIELD]) != null ? _data_CONTACT_FACETS_FIELD : {});

package/src/lib/server/picklist-values.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/picklist-values.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  consentGroupForHost,\n  CONTACT_FACETS_FIELD,\n  CRM_COLLECTIONS,\n  CRM_CONTACT_FACET_KEYS_FIELD,\n  CRM_LEAD_SOURCE_PICKLIST,\n  type CrmPicklist,\n  type CrmPicklistDefinition,\n  type CrmPicklistId,\n  type CrmPicklistObject,\n  type CrmPicklistTarget,\n  crmContactFacetKeys,\n  crmPicklistDefinition,\n  crmPicklistKey,\n  crmPicklistValueByLabel,\n  effectiveCrmPicklist,\n  newResourceScopeFields,\n  normalizeCrmPicklist,\n  ORG_SCOPE_TOKEN,\n  type PluginApiHandler,\n} from '@aglyn/aglyn/server'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport { FieldPath, FieldValue } from 'firebase-admin/firestore'\nimport {\n  addPicklistValue,\n  deletePicklistValue,\n  picklistKeepsGroups,\n  type PicklistMove,\n  type PicklistValuesResponse,\n  renamePicklistValue,\n  setPicklistValueGroup,\n} from '../model/picklist-values'\nimport { orgHostIds, readCrmRouteScope } from './org-caller'\nimport { authorizeCrmWriter } from './task-routes'\n\n/** What the suite gate names when a plan without the CRM asks. */\nconst suiteAct = (definition: CrmPicklistDefinition) =>\n  `Editing the organization's ${definition.plural}`\n\n/** The org subcollection each target object's records live in. */\nconst TARGET_COLLECTIONS: Record<CrmPicklistObject, string> = {\n  contact: 'contacts',\n  lead: 'leads',\n  company: CRM_COLLECTIONS.companies,\n  deal: CRM_COLLECTIONS.deals,\n  task: CRM_COLLECTIONS.tasks,\n}\n\n/** Writes per batch — under Firestore's 500, with room to spare. */\nconst BATCH_SIZE = 400\n\n/**\n * Set `field` to `to` (or remove it, for `null`) on every document `query`\n * finds holding `from`, a batch at a time, with `beside` written alongside.\n * Answers how many were written.\n *\n * The query is re-run after each batch rather than paged, because each\n * batch moves its documents OUT of the query's answer — the next run finds\n * only what is left, and a run that finds nothing is the end.\n */\nasync function replaceEverywhere(\n  firestore: FirebaseFirestore.Firestore,\n  query: FirebaseFirestore.Query,\n  field: string | FirebaseFirestore.FieldPath,\n  to: string | null,\n  beside:\n    | Record<string, unknown>\n    | ((snapshot: FirebaseFirestore.QueryDocumentSnapshot) => Record<string, unknown>) = {},\n): Promise<number> {\n  let written = 0\n  for (;;) {\n    const page = await query.limit(BATCH_SIZE).get()\n    if (page.empty) return written\n    const batch = firestore.batch()\n    for (const snapshot of page.docs) {\n      const alongside = typeof beside === 'function' ? beside(snapshot) : beside\n      batch.update(\n        snapshot.ref,\n        field,\n        to ?? FieldValue.delete(),\n        'updatedAt',\n        FieldValue.serverTimestamp(),\n        ...Object.entries(alongside).flat(),\n      )\n    }\n    await batch.commit()\n    written += page.size\n    if (page.size < BATCH_SIZE) return written\n  }\n}\n\n/**\n * Rewrite an ARRAY target (AGL-3521): every record whose `keyField` lists\n * the old label's key has each entry of `field` holding `from` at\n * `arrayKey` moved to `to` — or the entry's label removed, for `null` —\n * and its `keyField` restamped from the entries as moved. Answers how many\n * records were written.\n *\n * Paged by document id rather than re-run, because a rename that changes\n * only the label's case keeps its key, so a written record can stay in the\n * query's answer.\n */\nasync function replaceInArrayEverywhere(\n  firestore: FirebaseFirestore.Firestore,\n  records: FirebaseFirestore.CollectionReference,\n  target: CrmPicklistTarget & { arrayKey: string; keyField: string },\n  from: string,\n  to: string | null,\n): Promise<number> {\n  const fromKey = crmPicklistKey(from)\n  if (!fromKey) return 0\n  const query = records\n    .where(target.keyField, 'array-contains', fromKey)\n    .orderBy(FieldPath.documentId())\n    .limit(BATCH_SIZE)\n  let written = 0\n  let after: FirebaseFirestore.QueryDocumentSnapshot | null = null\n  for (;;) {\n    const page: FirebaseFirestore.QuerySnapshot = await (after ? query.startAfter(after) : query).get()\n    if (page.empty) return written\n    const batch = firestore.batch()\n    let changed = 0\n    for (const snapshot of page.docs) {\n      const entries = snapshot.get(target.field)\n      if (!Array.isArray(entries)) continue\n      let moved = false\n      const next = entries.map((entry: unknown) => {\n        if (!entry || typeof entry !== 'object') return entry\n        const row = entry as Record<string, unknown>\n        if (row[target.arrayKey] !== from) return entry\n        moved = true\n        const rest = { ...row }\n        delete rest[target.arrayKey]\n        return to === null ? rest : { ...rest, [target.arrayKey]: to }\n      })\n      if (!moved) continue\n      const keys = new Set<string>()\n      for (const entry of next) {\n        const key =\n          entry && typeof entry === 'object'\n            ? crmPicklistKey((entry as Record<string, unknown>)[target.arrayKey])\n            : null\n        if (key) keys.add(key)\n      }\n      batch.update(snapshot.ref, {\n        [target.field]: next,\n        [target.keyField]: [...keys],\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      changed += 1\n    }\n    if (changed) await batch.commit()\n    written += changed\n    if (page.size < BATCH_SIZE) return written\n    after = page.docs[page.docs.length - 1] ?? null\n  }\n}\n\n/** The group a label is filed under in `picklist` — `null` for none, or a label it does not hold. */\nexport function picklistGroupOf(picklist: CrmPicklist, label: string | null): string | null {\n  return (label === null ? null : crmPicklistValueByLabel(picklist, label)?.group) ?? null\n}\n\n/**\n * Rewrite a target's GROUP field (AGL-3577) — a lead's\n * `leadSourceDirection` — on every record holding `label` in any spelling\n * (by its `keyField`) whose group is not `group` already. Answers how many\n * were written. The field is derived, like the list keys a restamp writes,\n * so `updatedAt` is left alone.\n *\n * Paged by document id rather than re-run: a record already holding the\n * group stays in the query's answer.\n */\nexport async function regroupEverywhere(\n  firestore: FirebaseFirestore.Firestore,\n  records: FirebaseFirestore.CollectionReference,\n  target: CrmPicklistTarget,\n  label: string,\n  group: string | null,\n): Promise<number> {\n  const key = crmPicklistKey(label)\n  if (!key || !target.keyField || !target.groupField) return 0\n  const query = records\n    .where(target.keyField, '==', key)\n    .orderBy(FieldPath.documentId())\n    .limit(BATCH_SIZE)\n  let written = 0\n  let after: FirebaseFirestore.QueryDocumentSnapshot | null = null\n  for (;;) {\n    const page: FirebaseFirestore.QuerySnapshot = await (after ? query.startAfter(after) : query).get()\n    if (page.empty) return written\n    const batch = firestore.batch()\n    let changed = 0\n    for (const snapshot of page.docs) {\n      if (snapshot.get(target.groupField) === group) continue\n      batch.update(snapshot.ref, { [target.groupField]: group })\n      changed += 1\n    }\n    if (changed) await batch.commit()\n    written += changed\n    if (page.size < BATCH_SIZE) return written\n    after = page.docs[page.docs.length - 1] ?? null\n  }\n}\n\n/** A contact as it reads once one holder's facet field holds `to` (or nothing, for `null`). */\nfunction withFacetValue(\n  data: Record<string, unknown>,\n  groupId: string,\n  field: string,\n  to: string | null,\n): Record<string, unknown> {\n  const facets = { ...((data[CONTACT_FACETS_FIELD] as Record<string, unknown> | undefined) ?? {}) }\n  const facet = { ...((facets[groupId] as Record<string, unknown> | undefined) ?? {}) }\n  if (to === null) delete facet[field]\n  else facet[field] = to\n  facets[groupId] = facet\n  return { ...data, [CONTACT_FACETS_FIELD]: facets }\n}\n\n/**\n * `POST crm/picklist-values` — rename a value of one of the CRM's standard\n * picklists, or delete an added one and move its records to another\n * (AGL-3298, AGL-3510). `crm/lead-source-values` is the same route with the\n * picklist fixed to the lead source.\n *\n * Body: `{ hostId | orgId, picklistId, action: 'rename', valueId, label }` or\n * `{ hostId | orgId, picklistId, action: 'delete', valueId, replaceWith: label | null }`,\n * and, on a list whose records keep the value's group (`picklistKeepsGroups`,\n * AGL-3577), `{ …, action: 'group', valueId, group: id | null }` or\n * `{ …, action: 'add', label, group?, meaning? }`.\n * `picklistId` is one of `CRM_PICKLIST_DEFINITIONS`; anything else is refused.\n *\n * ## A value's group on its records\n *\n * A lead keeps its lead source's group as `leadSourceDirection` — the field\n * the Leads list's direction filter asks. Any move can change the group a\n * label has: a regroup, an add of a value records already hold, a rename\n * onto such a label, a delete. So after the move, every target naming a\n * `groupField` has it rewritten on the records holding the old label and\n * the new one, from the list as it now stands.\n *\n * Records store the value's LABEL (see the picklist block in `crm.ts`), so\n * both moves change records as well as the list: every record the\n * definition's `targets` name that holds the old label is rewritten to the\n * new one — or, for a delete with no replacement, cleared. That is\n * Salesforce's Replace, done as part of the move, so a report grouped by\n * the field follows a rename instead of splitting into the old name and\n * the new. A standard value cannot be deleted, and on a definition with\n * meanings a delete's replacement must mean the same (see\n * `deletePicklistValue`).\n *\n * ## The list first, then the records\n *\n * The list is written in a transaction before any record: from that moment\n * no picker offers the old label and no import or API write accepts it, so\n * the sweep that follows cannot be outrun by a new record taking the name\n * it is removing. A sweep interrupted part-way leaves records holding a\n * label the list no longer has, which they show as \"(not in the list)\"; the\n * same request sent again finishes it, because the rename of a value to its\n * own current label is a no-op on the list and still sweeps.\n *\n * ## Who may\n *\n * Whoever may write the CRM — `authorizeCrmWriter`, the question every CRM\n * route asks — which is who the rules let edit the list itself. The sweep\n * reaches every record in the org whatever the caller's scope: it changes\n * one label to another that the same caller could already have picked, and\n * reveals nothing about the records but their count.\n */\nfunction picklistValuesHandler(fixed?: CrmPicklistId): PluginApiHandler {\n  return async (req, res) => {\n    if (req.method !== 'POST') {\n      res.setHeader('Allow', 'POST')\n      res.status(405).json({ error: 'Method not allowed' })\n      return\n    }\n    const body = (req.body ?? {}) as Record<string, unknown>\n    const scope = readCrmRouteScope(body)\n    if (!scope) {\n      res.status(400).json({ error: 'Missing hostId' })\n      return\n    }\n    const definition = crmPicklistDefinition(fixed ?? body['picklistId'])\n    if (!definition) {\n      res.status(400).json({ error: 'Name one of the CRM’s picklists.' })\n      return\n    }\n    const picklistId = definition.id as CrmPicklistId\n    const action = body['action']\n    const valueId = String(body['valueId'] ?? '').trim().slice(0, 64)\n    const regrouping = action === 'group' || action === 'add'\n    if (regrouping && !picklistKeepsGroups(definition)) {\n      res.status(400).json({ error: `The ${definition.plural} are added and grouped on the Fields page.` })\n      return\n    }\n    if (\n      !(action === 'rename' || action === 'delete' || regrouping) ||\n      (action === 'add' ? !String(body['label'] ?? '').trim() : !valueId)\n    ) {\n      res.status(400).json({ error: 'Name a value, and whether to rename or delete it.' })\n      return\n    }\n    const asGroup = (raw: unknown) => (typeof raw === 'string' && raw ? raw : null)\n    const replaceWith =\n      body['replaceWith'] === null || body['replaceWith'] === undefined\n        ? null\n        : String(body['replaceWith'])\n\n    try {\n      const writer = await authorizeCrmWriter(req, scope, { suiteAct: suiteAct(definition) })\n      if (writer.ok === false) {\n        res.status(writer.status).json(writer.body)\n        return\n      }\n      const firestore = firebaseAdmin.app().firestore()\n      const orgRef = firestore.collection('orgs').doc(writer.orgId)\n      const listRef = orgRef.collection(CRM_COLLECTIONS.picklists).doc(picklistId)\n\n      /*\n       * THE LIST. Read and written in one transaction, so two admins editing\n       * at once cannot each write a list missing the other's change.\n       */\n      const moved = await firestore.runTransaction(async (transaction) => {\n        const snapshot = await transaction.get(listRef)\n        const before: CrmPicklist = effectiveCrmPicklist(picklistId, snapshot.data())\n        const value =\n          action === 'add' ? null : before.values.find((entry) => entry.id === valueId)\n        if (action !== 'add' && !value) {\n          return { ok: false as const, error: 'That value is no longer in the list.' }\n        }\n        const move: PicklistMove =\n          action === 'add'\n            ? addPicklistValue(definition, before, String(body['label'] ?? ''), {\n                group: asGroup(body['group']),\n                meaning: asGroup(body['meaning']),\n              })\n            : action === 'group'\n              ? { ok: true, picklist: setPicklistValueGroup(definition, before, valueId, asGroup(body['group'])) }\n              : action === 'rename'\n                ? renamePicklistValue(before, valueId, String(body['label'] ?? ''))\n                : deletePicklistValue(definition, before, valueId, replaceWith)\n        if (move.ok === false) return move\n        const created = normalizeCrmPicklist(snapshot.data()) === null\n        transaction.set(\n          listRef,\n          {\n            values: move.picklist.values,\n            defaultValueId: move.picklist.defaultValueId,\n            updatedAt: FieldValue.serverTimestamp(),\n            // The stamp every org-wide CRM document carries (see the Fields\n            // page), written when this move is what creates the document.\n            ...(created\n              ? {\n                  hostId: scope.hostId || null,\n                  createdAt: FieldValue.serverTimestamp(),\n                  ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n                }\n              : {}),\n          },\n          { merge: true },\n        )\n        // A regroup and an add move no label: `from` and `to` are the value's own.\n        const own =\n          action === 'add'\n            ? (move.picklist.values[move.picklist.values.length - 1]?.label ?? '')\n            : (value?.label ?? '')\n        const to =\n          action === 'rename'\n            ? (move.picklist.values.find((entry) => entry.id === valueId)?.label ?? null)\n            : regrouping\n              ? own\n              : replaceWith === null\n                ? null\n                : (move.picklist.values.find(\n                    (entry) => entry.label.toLowerCase() === replaceWith.trim().toLowerCase(),\n                  )?.label ?? null)\n        return { ok: true as const, from: regrouping ? own : (value?.label ?? ''), to, after: move.picklist }\n      })\n      if (moved.ok === false) {\n        res.status(400).json({ error: moved.error })\n        return\n      }\n\n      /*\n       * THE RECORDS, target by target: a record's own field, with its query\n       * key moved beside it; for an array target, each entry of a record's\n       * list (a deal's contact roles); or, for a facet target, each holder's\n       * facet on a contact — one query per consent group the org's sites\n       * belong to.\n       * A rename to the same label moves nothing, and says so.\n       */\n      const updated: PicklistValuesResponse['updated'] = {}\n      let groupIds: string[] | null = null\n      for (const target of definition.targets) {\n        updated[target.object] ??= 0\n        if (target.groupField && !target.facet && !target.arrayKey) {\n          // The group each label now has, on every record holding either (AGL-3577).\n          const labels = new Map<string, string>()\n          for (const label of [moved.from, moved.to]) {\n            const key = label === null ? null : crmPicklistKey(label)\n            if (key && label !== null) labels.set(key, label)\n          }\n          const regroup = async () => {\n            for (const label of labels.values()) {\n              updated[target.object] =\n                (updated[target.object] ?? 0) +\n                (await regroupEverywhere(\n                  firestore,\n                  orgRef.collection(TARGET_COLLECTIONS[target.object]),\n                  target,\n                  label,\n                  picklistGroupOf(moved.after, label),\n                ))\n            }\n          }\n          if (moved.from === moved.to) {\n            await regroup()\n            continue\n          }\n          updated[target.object] =\n            (updated[target.object] ?? 0) +\n            (await replaceEverywhere(\n              firestore,\n              orgRef.collection(TARGET_COLLECTIONS[target.object]).where(target.field, '==', moved.from),\n              target.field,\n              moved.to,\n              {\n                ...(target.keyField ? { [target.keyField]: crmPicklistKey(moved.to) } : {}),\n                [target.groupField]: picklistGroupOf(moved.after, moved.to),\n              },\n            ))\n          await regroup()\n          continue\n        }\n        if (moved.from === moved.to) continue\n        const records = orgRef.collection(TARGET_COLLECTIONS[target.object])\n        if (target.arrayKey && target.keyField) {\n          updated[target.object] =\n            (updated[target.object] ?? 0) +\n            (await replaceInArrayEverywhere(\n              firestore,\n              records,\n              { ...target, arrayKey: target.arrayKey, keyField: target.keyField },\n              moved.from,\n              moved.to,\n            ))\n          continue\n        }\n        if (target.facet) {\n          if (!groupIds) {\n            const hostIds = await orgHostIds(firestore, writer.orgId)\n            groupIds = [\n              ...new Set(hostIds.map((hostId) => consentGroupForHost(writer.org, hostId).groupId)),\n            ].filter(Boolean)\n          }\n          for (const groupId of groupIds) {\n            const path = new FieldPath(CONTACT_FACETS_FIELD, groupId, target.field)\n            updated[target.object] =\n              (updated[target.object] ?? 0) +\n              (await replaceEverywhere(\n                firestore,\n                records.where(path, '==', moved.from),\n                path,\n                moved.to,\n                // A facet value a contact list filters by is keyed in\n                // `facetKeys` (AGL-3511), restamped from the record as moved.\n                (snapshot) => ({\n                  [CRM_CONTACT_FACET_KEYS_FIELD]: crmContactFacetKeys(\n                    withFacetValue(snapshot.data(), groupId, target.field, moved.to),\n                  ),\n                }),\n              ))\n          }\n          continue\n        }\n        updated[target.object] =\n          (updated[target.object] ?? 0) +\n          (await replaceEverywhere(\n            firestore,\n            records.where(target.field, '==', moved.from),\n            target.field,\n            moved.to,\n            target.keyField ? { [target.keyField]: crmPicklistKey(moved.to) } : {},\n          ))\n      }\n      const answer: PicklistValuesResponse = { ok: true, updated }\n      res.status(200).json(answer)\n    } catch (error) {\n      console.error('[crm] picklist-values failed', error)\n      res.status(500).json({ error: `The ${definition.plural} could not be saved.` })\n    }\n  }\n}\n\n/** `POST crm/picklist-values` — any registered picklist, named by `picklistId`. */\nexport const crmPicklistValuesHandler: PluginApiHandler = picklistValuesHandler()\n\n/** `POST crm/lead-source-values` — the same route with the picklist fixed to the lead source. */\nexport const crmLeadSourceValuesHandler: PluginApiHandler =\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/picklist-values.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  consentGroupForHost,\n  CONTACT_FACETS_FIELD,\n  CRM_COLLECTIONS,\n  CRM_CONTACT_FACET_KEYS_FIELD,\n  CRM_LEAD_SOURCE_PICKLIST,\n  type CrmPicklist,\n  type CrmPicklistDefinition,\n  type CrmPicklistId,\n  type CrmPicklistObject,\n  type CrmPicklistTarget,\n  crmContactFacetKeys,\n  crmPicklistDefinition,\n  crmPicklistKey,\n  effectiveCrmPicklist,\n  newResourceScopeFields,\n  normalizeCrmPicklist,\n  ORG_SCOPE_TOKEN,\n  type PluginApiHandler,\n} from '@aglyn/aglyn/server'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport { FieldPath, FieldValue } from 'firebase-admin/firestore'\nimport {\n  addPicklistValue,\n  deletePicklistValue,\n  picklistKeepsGroups,\n  type PicklistMove,\n  type PicklistValuesResponse,\n  renamePicklistValue,\n  setPicklistValueGroup,\n} from '../model/picklist-values'\nimport { orgHostIds, readCrmRouteScope } from './org-caller'\nimport { picklistGroupOf, regroupEverywhere } from './picklist-regroup'\nimport { authorizeCrmWriter } from './task-routes'\n\nexport { picklistGroupOf, regroupEverywhere } from './picklist-regroup'\n\n/** What the suite gate names when a plan without the CRM asks. */\nconst suiteAct = (definition: CrmPicklistDefinition) =>\n  `Editing the organization's ${definition.plural}`\n\n/** The org subcollection each target object's records live in. */\nconst TARGET_COLLECTIONS: Record<CrmPicklistObject, string> = {\n  contact: 'contacts',\n  lead: 'leads',\n  company: CRM_COLLECTIONS.companies,\n  deal: CRM_COLLECTIONS.deals,\n  task: CRM_COLLECTIONS.tasks,\n}\n\n/** Writes per batch — under Firestore's 500, with room to spare. */\nconst BATCH_SIZE = 400\n\n/**\n * Set `field` to `to` (or remove it, for `null`) on every document `query`\n * finds holding `from`, a batch at a time, with `beside` written alongside.\n * Answers how many were written.\n *\n * The query is re-run after each batch rather than paged, because each\n * batch moves its documents OUT of the query's answer — the next run finds\n * only what is left, and a run that finds nothing is the end.\n */\nasync function replaceEverywhere(\n  firestore: FirebaseFirestore.Firestore,\n  query: FirebaseFirestore.Query,\n  field: string | FirebaseFirestore.FieldPath,\n  to: string | null,\n  beside:\n    | Record<string, unknown>\n    | ((snapshot: FirebaseFirestore.QueryDocumentSnapshot) => Record<string, unknown>) = {},\n): Promise<number> {\n  let written = 0\n  for (;;) {\n    const page = await query.limit(BATCH_SIZE).get()\n    if (page.empty) return written\n    const batch = firestore.batch()\n    for (const snapshot of page.docs) {\n      const alongside = typeof beside === 'function' ? beside(snapshot) : beside\n      batch.update(\n        snapshot.ref,\n        field,\n        to ?? FieldValue.delete(),\n        'updatedAt',\n        FieldValue.serverTimestamp(),\n        ...Object.entries(alongside).flat(),\n      )\n    }\n    await batch.commit()\n    written += page.size\n    if (page.size < BATCH_SIZE) return written\n  }\n}\n\n/**\n * Rewrite an ARRAY target (AGL-3521): every record whose `keyField` lists\n * the old label's key has each entry of `field` holding `from` at\n * `arrayKey` moved to `to` — or the entry's label removed, for `null` —\n * and its `keyField` restamped from the entries as moved. Answers how many\n * records were written.\n *\n * Paged by document id rather than re-run, because a rename that changes\n * only the label's case keeps its key, so a written record can stay in the\n * query's answer.\n */\nasync function replaceInArrayEverywhere(\n  firestore: FirebaseFirestore.Firestore,\n  records: FirebaseFirestore.CollectionReference,\n  target: CrmPicklistTarget & { arrayKey: string; keyField: string },\n  from: string,\n  to: string | null,\n): Promise<number> {\n  const fromKey = crmPicklistKey(from)\n  if (!fromKey) return 0\n  const query = records\n    .where(target.keyField, 'array-contains', fromKey)\n    .orderBy(FieldPath.documentId())\n    .limit(BATCH_SIZE)\n  let written = 0\n  let after: FirebaseFirestore.QueryDocumentSnapshot | null = null\n  for (;;) {\n    const page: FirebaseFirestore.QuerySnapshot = await (after ? query.startAfter(after) : query).get()\n    if (page.empty) return written\n    const batch = firestore.batch()\n    let changed = 0\n    for (const snapshot of page.docs) {\n      const entries = snapshot.get(target.field)\n      if (!Array.isArray(entries)) continue\n      let moved = false\n      const next = entries.map((entry: unknown) => {\n        if (!entry || typeof entry !== 'object') return entry\n        const row = entry as Record<string, unknown>\n        if (row[target.arrayKey] !== from) return entry\n        moved = true\n        const rest = { ...row }\n        delete rest[target.arrayKey]\n        return to === null ? rest : { ...rest, [target.arrayKey]: to }\n      })\n      if (!moved) continue\n      const keys = new Set<string>()\n      for (const entry of next) {\n        const key =\n          entry && typeof entry === 'object'\n            ? crmPicklistKey((entry as Record<string, unknown>)[target.arrayKey])\n            : null\n        if (key) keys.add(key)\n      }\n      batch.update(snapshot.ref, {\n        [target.field]: next,\n        [target.keyField]: [...keys],\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      changed += 1\n    }\n    if (changed) await batch.commit()\n    written += changed\n    if (page.size < BATCH_SIZE) return written\n    after = page.docs[page.docs.length - 1] ?? null\n  }\n}\n\n/** A contact as it reads once one holder's facet field holds `to` (or nothing, for `null`). */\nfunction withFacetValue(\n  data: Record<string, unknown>,\n  groupId: string,\n  field: string,\n  to: string | null,\n): Record<string, unknown> {\n  const facets = { ...((data[CONTACT_FACETS_FIELD] as Record<string, unknown> | undefined) ?? {}) }\n  const facet = { ...((facets[groupId] as Record<string, unknown> | undefined) ?? {}) }\n  if (to === null) delete facet[field]\n  else facet[field] = to\n  facets[groupId] = facet\n  return { ...data, [CONTACT_FACETS_FIELD]: facets }\n}\n\n/**\n * `POST crm/picklist-values` — rename a value of one of the CRM's standard\n * picklists, or delete an added one and move its records to another\n * (AGL-3298, AGL-3510). `crm/lead-source-values` is the same route with the\n * picklist fixed to the lead source.\n *\n * Body: `{ hostId | orgId, picklistId, action: 'rename', valueId, label }` or\n * `{ hostId | orgId, picklistId, action: 'delete', valueId, replaceWith: label | null }`,\n * and, on a list whose records keep the value's group (`picklistKeepsGroups`,\n * AGL-3577), `{ …, action: 'group', valueId, group: id | null }` or\n * `{ …, action: 'add', label, group?, meaning? }`.\n * `picklistId` is one of `CRM_PICKLIST_DEFINITIONS`; anything else is refused.\n *\n * ## A value's group on its records\n *\n * A lead keeps its lead source's group as `leadSourceDirection` — the field\n * the Leads list's direction filter asks. Any move can change the group a\n * label has: a regroup, an add of a value records already hold, a rename\n * onto such a label, a delete. So after the move, every target naming a\n * `groupField` has it rewritten on the records holding the old label and\n * the new one, from the list as it now stands.\n *\n * Records store the value's LABEL (see the picklist block in `crm.ts`), so\n * both moves change records as well as the list: every record the\n * definition's `targets` name that holds the old label is rewritten to the\n * new one — or, for a delete with no replacement, cleared. That is\n * Salesforce's Replace, done as part of the move, so a report grouped by\n * the field follows a rename instead of splitting into the old name and\n * the new. A standard value cannot be deleted, and on a definition with\n * meanings a delete's replacement must mean the same (see\n * `deletePicklistValue`).\n *\n * ## The list first, then the records\n *\n * The list is written in a transaction before any record: from that moment\n * no picker offers the old label and no import or API write accepts it, so\n * the sweep that follows cannot be outrun by a new record taking the name\n * it is removing. A sweep interrupted part-way leaves records holding a\n * label the list no longer has, which they show as \"(not in the list)\"; the\n * same request sent again finishes it, because the rename of a value to its\n * own current label is a no-op on the list and still sweeps.\n *\n * ## Who may\n *\n * Whoever may write the CRM — `authorizeCrmWriter`, the question every CRM\n * route asks — which is who the rules let edit the list itself. The sweep\n * reaches every record in the org whatever the caller's scope: it changes\n * one label to another that the same caller could already have picked, and\n * reveals nothing about the records but their count.\n */\nfunction picklistValuesHandler(fixed?: CrmPicklistId): PluginApiHandler {\n  return async (req, res) => {\n    if (req.method !== 'POST') {\n      res.setHeader('Allow', 'POST')\n      res.status(405).json({ error: 'Method not allowed' })\n      return\n    }\n    const body = (req.body ?? {}) as Record<string, unknown>\n    const scope = readCrmRouteScope(body)\n    if (!scope) {\n      res.status(400).json({ error: 'Missing hostId' })\n      return\n    }\n    const definition = crmPicklistDefinition(fixed ?? body['picklistId'])\n    if (!definition) {\n      res.status(400).json({ error: 'Name one of the CRM’s picklists.' })\n      return\n    }\n    const picklistId = definition.id as CrmPicklistId\n    const action = body['action']\n    const valueId = String(body['valueId'] ?? '').trim().slice(0, 64)\n    const regrouping = action === 'group' || action === 'add'\n    if (regrouping && !picklistKeepsGroups(definition)) {\n      res.status(400).json({ error: `The ${definition.plural} are added and grouped on the Fields page.` })\n      return\n    }\n    if (\n      !(action === 'rename' || action === 'delete' || regrouping) ||\n      (action === 'add' ? !String(body['label'] ?? '').trim() : !valueId)\n    ) {\n      res.status(400).json({ error: 'Name a value, and whether to rename or delete it.' })\n      return\n    }\n    const asGroup = (raw: unknown) => (typeof raw === 'string' && raw ? raw : null)\n    const replaceWith =\n      body['replaceWith'] === null || body['replaceWith'] === undefined\n        ? null\n        : String(body['replaceWith'])\n\n    try {\n      const writer = await authorizeCrmWriter(req, scope, { suiteAct: suiteAct(definition) })\n      if (writer.ok === false) {\n        res.status(writer.status).json(writer.body)\n        return\n      }\n      const firestore = firebaseAdmin.app().firestore()\n      const orgRef = firestore.collection('orgs').doc(writer.orgId)\n      const listRef = orgRef.collection(CRM_COLLECTIONS.picklists).doc(picklistId)\n\n      /*\n       * THE LIST. Read and written in one transaction, so two admins editing\n       * at once cannot each write a list missing the other's change.\n       */\n      const moved = await firestore.runTransaction(async (transaction) => {\n        const snapshot = await transaction.get(listRef)\n        const before: CrmPicklist = effectiveCrmPicklist(picklistId, snapshot.data())\n        const value =\n          action === 'add' ? null : before.values.find((entry) => entry.id === valueId)\n        if (action !== 'add' && !value) {\n          return { ok: false as const, error: 'That value is no longer in the list.' }\n        }\n        const move: PicklistMove =\n          action === 'add'\n            ? addPicklistValue(definition, before, String(body['label'] ?? ''), {\n                group: asGroup(body['group']),\n                meaning: asGroup(body['meaning']),\n              })\n            : action === 'group'\n              ? { ok: true, picklist: setPicklistValueGroup(definition, before, valueId, asGroup(body['group'])) }\n              : action === 'rename'\n                ? renamePicklistValue(before, valueId, String(body['label'] ?? ''))\n                : deletePicklistValue(definition, before, valueId, replaceWith)\n        if (move.ok === false) return move\n        const created = normalizeCrmPicklist(snapshot.data()) === null\n        transaction.set(\n          listRef,\n          {\n            values: move.picklist.values,\n            defaultValueId: move.picklist.defaultValueId,\n            updatedAt: FieldValue.serverTimestamp(),\n            // The stamp every org-wide CRM document carries (see the Fields\n            // page), written when this move is what creates the document.\n            ...(created\n              ? {\n                  hostId: scope.hostId || null,\n                  createdAt: FieldValue.serverTimestamp(),\n                  ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n                }\n              : {}),\n          },\n          { merge: true },\n        )\n        // A regroup and an add move no label: `from` and `to` are the value's own.\n        const own =\n          action === 'add'\n            ? (move.picklist.values[move.picklist.values.length - 1]?.label ?? '')\n            : (value?.label ?? '')\n        const to =\n          action === 'rename'\n            ? (move.picklist.values.find((entry) => entry.id === valueId)?.label ?? null)\n            : regrouping\n              ? own\n              : replaceWith === null\n                ? null\n                : (move.picklist.values.find(\n                    (entry) => entry.label.toLowerCase() === replaceWith.trim().toLowerCase(),\n                  )?.label ?? null)\n        return { ok: true as const, from: regrouping ? own : (value?.label ?? ''), to, after: move.picklist }\n      })\n      if (moved.ok === false) {\n        res.status(400).json({ error: moved.error })\n        return\n      }\n\n      /*\n       * THE RECORDS, target by target: a record's own field, with its query\n       * key moved beside it; for an array target, each entry of a record's\n       * list (a deal's contact roles); or, for a facet target, each holder's\n       * facet on a contact — one query per consent group the org's sites\n       * belong to.\n       * A rename to the same label moves nothing, and says so.\n       */\n      const updated: PicklistValuesResponse['updated'] = {}\n      let groupIds: string[] | null = null\n      for (const target of definition.targets) {\n        updated[target.object] ??= 0\n        if (target.groupField && !target.facet && !target.arrayKey) {\n          // The group each label now has, on every record holding either (AGL-3577).\n          const labels = new Map<string, string>()\n          for (const label of [moved.from, moved.to]) {\n            const key = label === null ? null : crmPicklistKey(label)\n            if (key && label !== null) labels.set(key, label)\n          }\n          const regroup = async () => {\n            for (const label of labels.values()) {\n              updated[target.object] =\n                (updated[target.object] ?? 0) +\n                (await regroupEverywhere(\n                  firestore,\n                  orgRef.collection(TARGET_COLLECTIONS[target.object]),\n                  target,\n                  label,\n                  picklistGroupOf(moved.after, label),\n                ))\n            }\n          }\n          if (moved.from === moved.to) {\n            await regroup()\n            continue\n          }\n          updated[target.object] =\n            (updated[target.object] ?? 0) +\n            (await replaceEverywhere(\n              firestore,\n              orgRef.collection(TARGET_COLLECTIONS[target.object]).where(target.field, '==', moved.from),\n              target.field,\n              moved.to,\n              {\n                ...(target.keyField ? { [target.keyField]: crmPicklistKey(moved.to) } : {}),\n                [target.groupField]: picklistGroupOf(moved.after, moved.to),\n              },\n            ))\n          await regroup()\n          continue\n        }\n        if (moved.from === moved.to) continue\n        const records = orgRef.collection(TARGET_COLLECTIONS[target.object])\n        if (target.arrayKey && target.keyField) {\n          updated[target.object] =\n            (updated[target.object] ?? 0) +\n            (await replaceInArrayEverywhere(\n              firestore,\n              records,\n              { ...target, arrayKey: target.arrayKey, keyField: target.keyField },\n              moved.from,\n              moved.to,\n            ))\n          continue\n        }\n        if (target.facet) {\n          if (!groupIds) {\n            const hostIds = await orgHostIds(firestore, writer.orgId)\n            groupIds = [\n              ...new Set(hostIds.map((hostId) => consentGroupForHost(writer.org, hostId).groupId)),\n            ].filter(Boolean)\n          }\n          for (const groupId of groupIds) {\n            const path = new FieldPath(CONTACT_FACETS_FIELD, groupId, target.field)\n            updated[target.object] =\n              (updated[target.object] ?? 0) +\n              (await replaceEverywhere(\n                firestore,\n                records.where(path, '==', moved.from),\n                path,\n                moved.to,\n                // A facet value a contact list filters by is keyed in\n                // `facetKeys` (AGL-3511), restamped from the record as moved.\n                (snapshot) => ({\n                  [CRM_CONTACT_FACET_KEYS_FIELD]: crmContactFacetKeys(\n                    withFacetValue(snapshot.data(), groupId, target.field, moved.to),\n                  ),\n                }),\n              ))\n          }\n          continue\n        }\n        updated[target.object] =\n          (updated[target.object] ?? 0) +\n          (await replaceEverywhere(\n            firestore,\n            records.where(target.field, '==', moved.from),\n            target.field,\n            moved.to,\n            target.keyField ? { [target.keyField]: crmPicklistKey(moved.to) } : {},\n          ))\n      }\n      const answer: PicklistValuesResponse = { ok: true, updated }\n      res.status(200).json(answer)\n    } catch (error) {\n      console.error('[crm] picklist-values failed', error)\n      res.status(500).json({ error: `The ${definition.plural} could not be saved.` })\n    }\n  }\n}\n\n/** `POST crm/picklist-values` — any registered picklist, named by `picklistId`. */\nexport const crmPicklistValuesHandler: PluginApiHandler = picklistValuesHandler()\n\n/** `POST crm/lead-source-values` — the same route with the picklist fixed to the lead source. */\nexport const crmLeadSourceValuesHandler: PluginApiHandler =\n  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package/src/lib/transfer/common.d.ts

@@ -181,9 +181,11 @@ export declare function nameKey(value: string): string;
 export declare function customKeyOf(fieldId: string): string | null;
 /**
  * A stored custom value as the file reads it: a date (stored as epoch
- * milliseconds) as its day, `YYYY-MM-DD`; anything else as stored.
+ * milliseconds) as its day, `YYYY-MM-DD`; an amount (stored as minor units)
+ * as major units in the field's currency, `1250.5` (AGL-3756); anything
+ * else as stored.
  */
-export declare function customTransferValue(definition: Pick<ContactFieldDefinition, 'type'> | undefined, value: unknown): unknown;
+export declare function customTransferValue(definition: Pick<ContactFieldDefinition, 'type' | 'currency'> | undefined, value: unknown): unknown;
 /** Every custom field a record holds, as `custom:<key>` values. */
 export declare function customTransferValues(definitions: readonly ContactFieldDefinition[], stored: unknown): Record<string, unknown>;
 /**

package/src/lib/transfer/common.js

@@ -35,7 +35,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * (`TransferPlanRefusedError` carrying `suite-gate.ts`'s answer, else
  * `TransferEngineError`), so the wizard shows the sentence a CRM route
  * would have answered.
- *=========================================*/ import { checkCrmRecordsQuota, consentGroupForHost, CRM_COLLECTIONS, crmPicklistDefinition, crmReadTokens, crmScopeTokens, effectiveCrmPicklist, fieldDefinitionsForObject, isCrmPicklistId, newResourceScopeFields, normalizeCrmPicklist, ORG_SCOPE_TOKEN, readCrmCustomInput, visibleToTokens } from "@aglyn/aglyn/server";
+ *=========================================*/ import { checkCrmRecordsQuota, consentGroupForHost, CRM_COLLECTIONS, crmPicklistDefinition, crmReadTokens, crmScopeTokens, effectiveCrmPicklist, fieldDefinitionsForObject, isCrmPicklistId, newResourceScopeFields, normalizeCrmPicklist, ORG_SCOPE_TOKEN, readCrmCustomInput, customFieldCurrency, currencyMinorToMajor, visibleToTokens } from "@aglyn/aglyn/server";
 import { CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_LIFECYCLE_STAGES, CRM_FORECAST_CATEGORIES, CRM_FORECAST_CATEGORY_LABELS } from "@aglyn/aglyn/app-utils/crm";
 import { visibleToHost } from "@aglyn/aglyn/app-utils/scope-tokens";
 import { listOrgContainers } from "@aglyn/tenant-data-admin/server/org-containers";
@@ -646,9 +646,14 @@ const FILTER_OPS = new Set([
 }
 /**
  * A stored custom value as the file reads it: a date (stored as epoch
- * milliseconds) as its day, `YYYY-MM-DD`; anything else as stored.
+ * milliseconds) as its day, `YYYY-MM-DD`; an amount (stored as minor units)
+ * as major units in the field's currency, `1250.5` (AGL-3756); anything
+ * else as stored.
  */ export function customTransferValue(definition, value) {
     if (value === null || value === undefined) return null;
+    if ((definition == null ? void 0 : definition.type) === 'currency') {
+        return typeof value === 'number' && Number.isFinite(value) ? currencyMinorToMajor(value, customFieldCurrency(definition)) : null;
+    }
     if ((definition == null ? void 0 : definition.type) === 'date') {
         const ms = storedMs(value);
         return ms === null ? null : new Date(ms).toISOString().slice(0, 10);
@@ -670,8 +675,14 @@ const FILTER_OPS = new Set([
     var _Object_values_;
     const raw = {};
     for (const [fieldId, value] of Object.entries(values)){
+        var _definitions_find;
         const key = customKeyOf(fieldId);
-        if (key) raw[key] = value === undefined || value === '' ? null : value;
+        if (!key) continue;
+        const blank = value === undefined || value === '';
+        // A file's amount is major units, which the reader takes as text; a
+        // number it is handed would be read as the minor units it stores.
+        const currency = ((_definitions_find = definitions.find((one)=>one.key === key)) == null ? void 0 : _definitions_find.type) === 'currency';
+        raw[key] = blank ? null : currency && typeof value === 'number' ? String(value) : value;
     }
     if (!Object.keys(raw).length) return {
         values: {}