@aglyn/plugins-crm 1.0.0-beta.296 → 1.1.0

package/src/lib/model/crm-activity-link.js

@@ -0,0 +1,113 @@
+import { _ as _extends } from "@swc/helpers/_/_extends";
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ import { ORG_CONTACT_HOLDER_ID, readContactFacet } from "@aglyn/aglyn/app-utils/contacts";
+import { contactPrimaryGroup } from "./contact-holder.js";
+/** A stored id, or `''` for anything that is not one. */ const idOf = (value)=>typeof value === 'string' ? value.trim() : '';
+/** The company an activity rolls up to, or `null` when nothing names one. */ export function crmActivityCompanyId(link, sources) {
+    var _sources_deal;
+    const named = idOf(link.companyId) || idOf((_sources_deal = sources.deal) == null ? void 0 : _sources_deal['companyId']);
+    if (named) return named;
+    const { contact, org } = sources;
+    if (!contact) return null;
+    const groupId = sources.groupId || contactPrimaryGroup(contact, org).groupId;
+    return idOf(readContactFacet(contact, groupId).companyId) || idOf(readContactFacet(contact, ORG_CONTACT_HOLDER_ID).companyId) || null;
+}
+/**
+ * `link` with its Account stamped. A link with no company to find comes back
+ * as it went in, with no blank key: Firestore refuses `undefined`.
+ */ export function stampCrmActivityCompany(link, sources) {
+    const companyId = crmActivityCompanyId(link, sources);
+    return companyId && companyId !== link.companyId ? _extends({}, link, {
+        companyId
+    }) : link;
+}
+/**
+ * {@link stampCrmActivityCompany}, reading what the writer does not hold.
+ *
+ * The deal is read first and the contact only when the deal names no company,
+ * so an activity costs the fewest reads that answer it, and none when a
+ * company was named.
+ *
+ * **Never throws.** The rollup is bookkeeping beside the entry, and a record
+ * this reader may not open, or a read that fails, must not cost the person
+ * the call they are logging. The entry is written with the links it has, and
+ * the company's timeline is the one thing it misses.
+ */ export async function resolveCrmActivityCompany(link, sources, reads) {
+    var _sources_deal, _sources_contact;
+    if (link.companyId) return link;
+    const attempt = async (read)=>{
+        try {
+            return await read();
+        } catch (error) {
+            console.warn('[crm] a record could not be read for the activity rollup', error);
+            return null;
+        }
+    };
+    const dealId = idOf(link.dealId);
+    const deal = (_sources_deal = sources.deal) != null ? _sources_deal : dealId ? await attempt(()=>reads.deal(dealId)) : null;
+    const contactId = idOf(link.contactId);
+    const contact = (_sources_contact = sources.contact) != null ? _sources_contact : contactId && !idOf(deal == null ? void 0 : deal['companyId']) ? await attempt(()=>reads.contact(contactId)) : null;
+    return stampCrmActivityCompany(link, _extends({}, sources, {
+        deal,
+        contact
+    }));
+}
+/**
+ * The fields as they open on `link`: a new activity's record, or an activity
+ * being edited. A deal outranks the company stamped beside it, because the
+ * deal is the What and the company only its rollup.
+ *
+ * Opened from a deal, **Name** defaults to the deal's Primary, so the entry
+ * lands on that person's timeline too. A link that already names a contact
+ * keeps them.
+ */ export function crmActivityPicksFrom(link, primaryContactId) {
+    const contactId = idOf(link.contactId) || idOf(primaryContactId);
+    const dealId = idOf(link.dealId);
+    const companyId = idOf(link.companyId);
+    return {
+        contactId: contactId || null,
+        related: dealId ? {
+            kind: 'deal',
+            id: dealId
+        } : companyId ? {
+            kind: 'company',
+            id: companyId
+        } : null
+    };
+}
+/**
+ * The links the fields name, before the Account is stamped. A lead's own log
+ * keeps its lead: a person not yet converted is not a contact the field could
+ * name.
+ */ export function crmActivityLinkFromPicks(picks, leadId) {
+    const { contactId, related } = picks;
+    return _extends({}, contactId ? {
+        contactId
+    } : {}, (related == null ? void 0 : related.kind) === 'deal' ? {
+        dealId: related.id
+    } : {}, (related == null ? void 0 : related.kind) === 'company' ? {
+        companyId: related.id
+    } : {}, leadId ? {
+        leadId
+    } : {});
+}
+/** Whether two sets of picks name the same records. */ export function crmActivityPicksEqual(a, b) {
+    var _a_related, _b_related, _a_related1, _b_related1;
+    return a.contactId === b.contactId && ((_a_related = a.related) == null ? void 0 : _a_related.kind) === ((_b_related = b.related) == null ? void 0 : _b_related.kind) && ((_a_related1 = a.related) == null ? void 0 : _a_related1.id) === ((_b_related1 = b.related) == null ? void 0 : _b_related1.id);
+}
+
+//# sourceMappingURL=crm-activity-link.js.map

package/src/lib/model/crm-activity-link.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-activity-link.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 { ORG_CONTACT_HOLDER_ID, readContactFacet } from '@aglyn/aglyn/app-utils/contacts'\nimport type { CrmActivityLink } from '@aglyn/aglyn/app-utils/crm'\nimport { contactPrimaryGroup } from './contact-holder'\n\n/**\n * WHO, WHAT AND WHICH ACCOUNT AN ACTIVITY IS ABOUT (AGL-4123).\n *\n * Salesforce's activity model, on the three links an activity already had:\n * `contactId` is its Who (the **Name** field), `dealId` or `companyId` its\n * What (the **Related To** field), and `companyId` its Account, the rollup\n * that puts a call with a person, or about a deal, on the timeline of the\n * company behind them. Each timeline lists by its own field, so an entry\n * that carries all three shows on all three pages.\n *\n * Every writer of `crmActivities` stamps the Account here. A rollup a writer\n * spelled for itself is the one that would disagree: a company's timeline is\n * only as complete as the least careful door that writes to it.\n *\n * ## The order\n *\n * A company the writer named stands: it was said on purpose. Otherwise the\n * deal's, because the deal is the thing the entry is about; otherwise the\n * contact's.\n *\n * ## A contact's company is one holder's knowledge\n *\n * Which company a person is at lives in a holder's facet, and that is what is\n * read. `companyIds` is the facet's mirror for queries, and carries every\n * holder's link, so reading it here would file one business's call under a\n * company only a sibling brand knows the person by. A writer standing on a\n * site names that site's group; one standing at the organization names none\n * and reads the person's primary holder, the one their page shows. The facet\n * of a person the organization added itself (AGL-4122) is the one exception:\n * it is the whole org's, so it answers for any site that has no link of its\n * own.\n */\n\n/** What the Account is worked out from, as the writer already holds it. */\nexport interface CrmActivityCompanySources {\n  /** The deal the activity names, when the writer has read it. */\n  deal?: Record<string, unknown> | null\n  /** The contact the activity names, when the writer has read it. */\n  contact?: Record<string, unknown> | null\n  /** The holder whose facet is read; absent, the contact's primary holder. */\n  groupId?: string | null\n  /** The org document, for the primary holder when {@link groupId} is absent. */\n  org?: Record<string, unknown> | null\n}\n\n/** A link as a stamp hands it back: what went in, and the company it found. */\nexport type StampedCrmActivityLink<Link extends CrmActivityLink> = Link &\n  Pick<CrmActivityLink, 'companyId'>\n\n/** A stored id, or `''` for anything that is not one. */\nconst idOf = (value: unknown): string => (typeof value === 'string' ? value.trim() : '')\n\n/** The company an activity rolls up to, or `null` when nothing names one. */\nexport function crmActivityCompanyId(\n  link: Pick<CrmActivityLink, 'companyId'>,\n  sources: CrmActivityCompanySources,\n): string | null {\n  const named = idOf(link.companyId) || idOf(sources.deal?.['companyId'])\n  if (named) return named\n  const { contact, org } = sources\n  if (!contact) return null\n  const groupId = sources.groupId || contactPrimaryGroup(contact, org).groupId\n  return (\n    idOf(readContactFacet(contact, groupId).companyId) ||\n    idOf(readContactFacet(contact, ORG_CONTACT_HOLDER_ID).companyId) ||\n    null\n  )\n}\n\n/**\n * `link` with its Account stamped. A link with no company to find comes back\n * as it went in, with no blank key: Firestore refuses `undefined`.\n */\nexport function stampCrmActivityCompany<Link extends CrmActivityLink>(\n  link: Link,\n  sources: CrmActivityCompanySources,\n): StampedCrmActivityLink<Link> {\n  const companyId = crmActivityCompanyId(link, sources)\n  return companyId && companyId !== link.companyId ? { ...link, companyId } : link\n}\n\n/** Each side's own way to read a record by id: the Admin SDK's, or the client's. */\nexport interface CrmActivityRecordReads {\n  deal(id: string): Promise<Record<string, unknown> | null>\n  contact(id: string): Promise<Record<string, unknown> | null>\n}\n\n/**\n * {@link stampCrmActivityCompany}, reading what the writer does not hold.\n *\n * The deal is read first and the contact only when the deal names no company,\n * so an activity costs the fewest reads that answer it, and none when a\n * company was named.\n *\n * **Never throws.** The rollup is bookkeeping beside the entry, and a record\n * this reader may not open, or a read that fails, must not cost the person\n * the call they are logging. The entry is written with the links it has, and\n * the company's timeline is the one thing it misses.\n */\nexport async function resolveCrmActivityCompany<Link extends CrmActivityLink>(\n  link: Link,\n  sources: CrmActivityCompanySources,\n  reads: CrmActivityRecordReads,\n): Promise<StampedCrmActivityLink<Link>> {\n  if (link.companyId) return link\n  const attempt = async (read: () => Promise<Record<string, unknown> | null>) => {\n    try {\n      return await read()\n    } catch (error) {\n      console.warn('[crm] a record could not be read for the activity rollup', error)\n      return null\n    }\n  }\n  const dealId = idOf(link.dealId)\n  const deal = sources.deal ?? (dealId ? await attempt(() => reads.deal(dealId)) : null)\n  const contactId = idOf(link.contactId)\n  const contact =\n    sources.contact ??\n    (contactId && !idOf(deal?.['companyId'])\n      ? await attempt(() => reads.contact(contactId))\n      : null)\n  return stampCrmActivityCompany(link, { ...sources, deal, contact })\n}\n\n/** What **Related To** names: one company or one deal, Salesforce's What. */\nexport interface CrmActivityRelated {\n  kind: 'company' | 'deal'\n  id: string\n}\n\n/** The two fields of the log dialog, as a person leaves them. */\nexport interface CrmActivityPicks {\n  /** **Name**: the contact it was with, Salesforce's Who. */\n  contactId: string | null\n  /** **Related To**. */\n  related: CrmActivityRelated | null\n}\n\n/**\n * The fields as they open on `link`: a new activity's record, or an activity\n * being edited. A deal outranks the company stamped beside it, because the\n * deal is the What and the company only its rollup.\n *\n * Opened from a deal, **Name** defaults to the deal's Primary, so the entry\n * lands on that person's timeline too. A link that already names a contact\n * keeps them.\n */\nexport function crmActivityPicksFrom(\n  link: Pick<CrmActivityLink, 'contactId' | 'companyId' | 'dealId'>,\n  primaryContactId?: string | null,\n): CrmActivityPicks {\n  const contactId = idOf(link.contactId) || idOf(primaryContactId)\n  const dealId = idOf(link.dealId)\n  const companyId = idOf(link.companyId)\n  return {\n    contactId: contactId || null,\n    related: dealId\n      ? { kind: 'deal', id: dealId }\n      : companyId\n        ? { kind: 'company', id: companyId }\n        : null,\n  }\n}\n\n/**\n * The links the fields name, before the Account is stamped. A lead's own log\n * keeps its lead: a person not yet converted is not a contact the field could\n * name.\n */\nexport function crmActivityLinkFromPicks(\n  picks: CrmActivityPicks,\n  leadId?: string | null,\n): CrmActivityLink {\n  const { contactId, related } = picks\n  return {\n    ...(contactId ? { contactId } : {}),\n    ...(related?.kind === 'deal' ? { dealId: related.id } : {}),\n    ...(related?.kind === 'company' ? { companyId: related.id } : {}),\n    ...(leadId ? { leadId } : {}),\n  }\n}\n\n/** Whether two sets of picks name the same records. */\nexport function crmActivityPicksEqual(a: CrmActivityPicks, b: CrmActivityPicks): boolean {\n  return (\n    a.contactId === b.contactId &&\n    a.related?.kind === b.related?.kind &&\n    a.related?.id === b.related?.id\n  )\n}\n"],"names":["ORG_CONTACT_HOLDER_ID","readContactFacet","contactPrimaryGroup","idOf","value","trim","crmActivityCompanyId","link","sources","named","companyId","deal","contact","org","groupId","stampCrmActivityCompany","resolveCrmActivityCompany","reads","attempt","read","error","console","warn","dealId","contactId","crmActivityPicksFrom","primaryContactId","related","kind","id","crmActivityLinkFromPicks","picks","leadId","crmActivityPicksEqual","a","b"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,qBAAqB,EAAEC,gBAAgB,QAAQ,kCAAiC;AAEzF,SAASC,mBAAmB,QAAQ,sBAAkB;AAmDtD,uDAAuD,GACvD,MAAMC,OAAO,CAACC,QAA4B,OAAOA,UAAU,WAAWA,MAAMC,IAAI,KAAK;AAErF,2EAA2E,GAC3E,OAAO,SAASC,qBACdC,IAAwC,EACxCC,OAAkC;QAESA;IAA3C,MAAMC,QAAQN,KAAKI,KAAKG,SAAS,KAAKP,MAAKK,gBAAAA,QAAQG,IAAI,qBAAZH,aAAc,CAAC,YAAY;IACtE,IAAIC,OAAO,OAAOA;IAClB,MAAM,EAAEG,OAAO,EAAEC,GAAG,EAAE,GAAGL;IACzB,IAAI,CAACI,SAAS,OAAO;IACrB,MAAME,UAAUN,QAAQM,OAAO,IAAIZ,oBAAoBU,SAASC,KAAKC,OAAO;IAC5E,OACEX,KAAKF,iBAAiBW,SAASE,SAASJ,SAAS,KACjDP,KAAKF,iBAAiBW,SAASZ,uBAAuBU,SAAS,KAC/D;AAEJ;AAEA;;;CAGC,GACD,OAAO,SAASK,wBACdR,IAAU,EACVC,OAAkC;IAElC,MAAME,YAAYJ,qBAAqBC,MAAMC;IAC7C,OAAOE,aAAaA,cAAcH,KAAKG,SAAS,GAAG,aAAKH;QAAMG;SAAcH;AAC9E;AAQA;;;;;;;;;;;CAWC,GACD,OAAO,eAAeS,0BACpBT,IAAU,EACVC,OAAkC,EAClCS,KAA6B;QAYhBT,eAGXA;IAbF,IAAID,KAAKG,SAAS,EAAE,OAAOH;IAC3B,MAAMW,UAAU,OAAOC;QACrB,IAAI;YACF,OAAO,MAAMA;QACf,EAAE,OAAOC,OAAO;YACdC,QAAQC,IAAI,CAAC,4DAA4DF;YACzE,OAAO;QACT;IACF;IACA,MAAMG,SAASpB,KAAKI,KAAKgB,MAAM;IAC/B,MAAMZ,QAAOH,gBAAAA,QAAQG,IAAI,YAAZH,gBAAiBe,SAAS,MAAML,QAAQ,IAAMD,MAAMN,IAAI,CAACY,WAAW;IACjF,MAAMC,YAAYrB,KAAKI,KAAKiB,SAAS;IACrC,MAAMZ,WACJJ,mBAAAA,QAAQI,OAAO,YAAfJ,mBACCgB,aAAa,CAACrB,KAAKQ,wBAAAA,IAAM,CAAC,YAAY,IACnC,MAAMO,QAAQ,IAAMD,MAAML,OAAO,CAACY,cAClC;IACN,OAAOT,wBAAwBR,MAAM,aAAKC;QAASG;QAAMC;;AAC3D;AAgBA;;;;;;;;CAQC,GACD,OAAO,SAASa,qBACdlB,IAAiE,EACjEmB,gBAAgC;IAEhC,MAAMF,YAAYrB,KAAKI,KAAKiB,SAAS,KAAKrB,KAAKuB;IAC/C,MAAMH,SAASpB,KAAKI,KAAKgB,MAAM;IAC/B,MAAMb,YAAYP,KAAKI,KAAKG,SAAS;IACrC,OAAO;QACLc,WAAWA,aAAa;QACxBG,SAASJ,SACL;YAAEK,MAAM;YAAQC,IAAIN;QAAO,IAC3Bb,YACE;YAAEkB,MAAM;YAAWC,IAAInB;QAAU,IACjC;IACR;AACF;AAEA;;;;CAIC,GACD,OAAO,SAASoB,yBACdC,KAAuB,EACvBC,MAAsB;IAEtB,MAAM,EAAER,SAAS,EAAEG,OAAO,EAAE,GAAGI;IAC/B,OAAO,aACDP,YAAY;QAAEA;IAAU,IAAI,CAAC,GAC7BG,CAAAA,2BAAAA,QAASC,IAAI,MAAK,SAAS;QAAEL,QAAQI,QAAQE,EAAE;IAAC,IAAI,CAAC,GACrDF,CAAAA,2BAAAA,QAASC,IAAI,MAAK,YAAY;QAAElB,WAAWiB,QAAQE,EAAE;IAAC,IAAI,CAAC,GAC3DG,SAAS;QAAEA;IAAO,IAAI,CAAC;AAE/B;AAEA,qDAAqD,GACrD,OAAO,SAASC,sBAAsBC,CAAmB,EAAEC,CAAmB;QAG1ED,YAAoBC,YACpBD,aAAkBC;IAHpB,OACED,EAAEV,SAAS,KAAKW,EAAEX,SAAS,IAC3BU,EAAAA,aAAAA,EAAEP,OAAO,qBAATO,WAAWN,IAAI,QAAKO,aAAAA,EAAER,OAAO,qBAATQ,WAAWP,IAAI,KACnCM,EAAAA,cAAAA,EAAEP,OAAO,qBAATO,YAAWL,EAAE,QAAKM,cAAAA,EAAER,OAAO,qBAATQ,YAAWN,EAAE;AAEnC"}

package/src/lib/model/crm-api.d.ts

@@ -44,6 +44,9 @@ export interface ContactStageResult {
  * "Not a site admin or editor" rather than a generic failure; a network
  * failure throws as `fetch` would.
  */
-export declare function setContactStage(user: MaybeTokenSource, hostId: string, contactId: string, stage: ContactLifecycleStage | null, options?: {
+export declare function setContactStage(user: MaybeTokenSource, 
+/** The site, or `null` for a person no site holds (AGL-4122), named by `orgId`. */
+hostId: string | null, contactId: string, stage: ContactLifecycleStage | null, options?: {
     fetchImpl?: typeof fetch;
+    orgId?: string | null;
 }): Promise<ContactStageResult>;

package/src/lib/model/crm-api.js

@@ -13,7 +13,8 @@
  * 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 { authorizedFetch } from "@aglyn/shared-util-http/authorized-token";
+ */ import { _ as _extends } from "@swc/helpers/_/_extends";
+import { authorizedFetch } from "@aglyn/shared-util-http/authorized-token";
 import { crmApiUrl } from "../constants/api-routes.js";
 /**
  * Moves one contact to a lifecycle stage — or, with `null`, clears it — as
@@ -22,17 +23,20 @@ import { crmApiUrl } from "../constants/api-routes.js";
  * Throws with the route's own message on a refusal, so a control can show
  * "Not a site admin or editor" rather than a generic failure; a network
  * failure throws as `fetch` would.
- */ export async function setContactStage(user, hostId, contactId, stage, options = {}) {
+ */ export async function setContactStage(user, /** The site, or `null` for a person no site holds (AGL-4122), named by `orgId`. */ hostId, contactId, stage, options = {}) {
     const response = await authorizedFetch(user, crmApiUrl('contactStage'), {
         method: 'POST',
         headers: {
             'Content-Type': 'application/json'
         },
-        body: JSON.stringify({
-            hostId,
+        body: JSON.stringify(_extends({
+            hostId
+        }, hostId ? {} : {
+            orgId: options.orgId
+        }, {
             contactId,
             lifecycleStage: stage
-        })
+        }))
     }, options.fetchImpl ? {
         fetchImpl: options.fetchImpl
     } : {});

package/src/lib/model/crm-api.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-api.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 type { ContactLifecycleStage } from '@aglyn/aglyn'\nimport {\n  authorizedFetch,\n  type MaybeTokenSource,\n} from '@aglyn/shared-util-http/authorized-token'\nimport { crmApiUrl } from '../constants/api-routes'\n\n/**\n * The console's client half of the CRM server routes (AGL-2605).\n *\n * A stage change goes through the server rather than a client-direct\n * Firestore write, and the reason is the event: `contactStageChanged` can\n * only be emitted by a server path that performed the write, so a record\n * page that wrote the facet itself would move the person and tell no\n * automation. A CLEAR comes the same way (AGL-2804), because a facet is the\n * server's to write. This is the one function a stage control calls.\n */\n\n/** What `crm/contact-stage` answers. */\nexport interface ContactStageResult {\n  ok: true\n  /** False when the contact was already in that stage — nothing moved. */\n  changed: boolean\n  /** The stage the contact now holds, `''` after a clear. */\n  lifecycleStage: ContactLifecycleStage | ''\n  /** The stage before the move, `''` when the contact had none. */\n  previousStage: string\n}\n\n/**\n * Moves one contact to a lifecycle stage — or, with `null`, clears it — as\n * the signed-in user.\n *\n * Throws with the route's own message on a refusal, so a control can show\n * \"Not a site admin or editor\" rather than a generic failure; a network\n * failure throws as `fetch` would.\n */\nexport async function setContactStage(\n  user: MaybeTokenSource,\n  hostId: string,\n  contactId: string,\n  stage: ContactLifecycleStage | null,\n  options: { fetchImpl?: typeof fetch } = {},\n): Promise<ContactStageResult> {\n  const response = await authorizedFetch(\n    user,\n    crmApiUrl('contactStage'),\n    {\n      method: 'POST',\n      headers: { 'Content-Type': 'application/json' },\n      body: JSON.stringify({ hostId, contactId, lifecycleStage: stage }),\n    },\n    options.fetchImpl ? { fetchImpl: options.fetchImpl } : {},\n  )\n  const payload = (await response.json().catch(() => ({}))) as\n    | ContactStageResult\n    | { error?: string }\n  if (!response.ok) {\n    throw new Error(\n      (payload as { error?: string }).error ?? 'The stage could not be changed',\n    )\n  }\n  return payload as ContactStageResult\n}\n"],"names":["authorizedFetch","crmApiUrl","setContactStage","user","hostId","contactId","stage","options","response","method","headers","body","JSON","stringify","lifecycleStage","fetchImpl","payload","json","catch","ok","Error","error"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAGD,SACEA,eAAe,QAEV,2CAA0C;AACjD,SAASC,SAAS,QAAQ,6BAAyB;AAwBnD;;;;;;;CAOC,GACD,OAAO,eAAeC,gBACpBC,IAAsB,EACtBC,MAAc,EACdC,SAAiB,EACjBC,KAAmC,EACnCC,UAAwC,CAAC,CAAC;IAE1C,MAAMC,WAAW,MAAMR,gBACrBG,MACAF,UAAU,iBACV;QACEQ,QAAQ;QACRC,SAAS;YAAE,gBAAgB;QAAmB;QAC9CC,MAAMC,KAAKC,SAAS,CAAC;YAAET;YAAQC;YAAWS,gBAAgBR;QAAM;IAClE,GACAC,QAAQQ,SAAS,GAAG;QAAEA,WAAWR,QAAQQ,SAAS;IAAC,IAAI,CAAC;IAE1D,MAAMC,UAAW,MAAMR,SAASS,IAAI,GAAGC,KAAK,CAAC,IAAO,CAAA,CAAC,CAAA;IAGrD,IAAI,CAACV,SAASW,EAAE,EAAE;YAEd;QADF,MAAM,IAAIC,OACR,iBAAA,AAACJ,QAA+BK,KAAK,YAArC,iBAAyC;IAE7C;IACA,OAAOL;AACT"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-api.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 type { ContactLifecycleStage } from '@aglyn/aglyn'\nimport {\n  authorizedFetch,\n  type MaybeTokenSource,\n} from '@aglyn/shared-util-http/authorized-token'\nimport { crmApiUrl } from '../constants/api-routes'\n\n/**\n * The console's client half of the CRM server routes (AGL-2605).\n *\n * A stage change goes through the server rather than a client-direct\n * Firestore write, and the reason is the event: `contactStageChanged` can\n * only be emitted by a server path that performed the write, so a record\n * page that wrote the facet itself would move the person and tell no\n * automation. A CLEAR comes the same way (AGL-2804), because a facet is the\n * server's to write. This is the one function a stage control calls.\n */\n\n/** What `crm/contact-stage` answers. */\nexport interface ContactStageResult {\n  ok: true\n  /** False when the contact was already in that stage — nothing moved. */\n  changed: boolean\n  /** The stage the contact now holds, `''` after a clear. */\n  lifecycleStage: ContactLifecycleStage | ''\n  /** The stage before the move, `''` when the contact had none. */\n  previousStage: string\n}\n\n/**\n * Moves one contact to a lifecycle stage — or, with `null`, clears it — as\n * the signed-in user.\n *\n * Throws with the route's own message on a refusal, so a control can show\n * \"Not a site admin or editor\" rather than a generic failure; a network\n * failure throws as `fetch` would.\n */\nexport async function setContactStage(\n  user: MaybeTokenSource,\n  /** The site, or `null` for a person no site holds (AGL-4122), named by `orgId`. */\n  hostId: string | null,\n  contactId: string,\n  stage: ContactLifecycleStage | null,\n  options: { fetchImpl?: typeof fetch; orgId?: string | null } = {},\n): Promise<ContactStageResult> {\n  const response = await authorizedFetch(\n    user,\n    crmApiUrl('contactStage'),\n    {\n      method: 'POST',\n      headers: { 'Content-Type': 'application/json' },\n      body: JSON.stringify({\n        hostId,\n        ...(hostId ? {} : { orgId: options.orgId }),\n        contactId,\n        lifecycleStage: stage,\n      }),\n    },\n    options.fetchImpl ? { fetchImpl: options.fetchImpl } : {},\n  )\n  const payload = (await response.json().catch(() => ({}))) as\n    | ContactStageResult\n    | { error?: string }\n  if (!response.ok) {\n    throw new Error(\n      (payload as { error?: string }).error ?? 'The stage could not be changed',\n    )\n  }\n  return payload as ContactStageResult\n}\n"],"names":["authorizedFetch","crmApiUrl","setContactStage","user","hostId","contactId","stage","options","response","method","headers","body","JSON","stringify","orgId","lifecycleStage","fetchImpl","payload","json","catch","ok","Error","error"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC;AAGD,SACEA,eAAe,QAEV,2CAA0C;AACjD,SAASC,SAAS,QAAQ,6BAAyB;AAwBnD;;;;;;;CAOC,GACD,OAAO,eAAeC,gBACpBC,IAAsB,EACtB,iFAAiF,GACjFC,MAAqB,EACrBC,SAAiB,EACjBC,KAAmC,EACnCC,UAA+D,CAAC,CAAC;IAEjE,MAAMC,WAAW,MAAMR,gBACrBG,MACAF,UAAU,iBACV;QACEQ,QAAQ;QACRC,SAAS;YAAE,gBAAgB;QAAmB;QAC9CC,MAAMC,KAAKC,SAAS,CAAC;YACnBT;WACIA,SAAS,CAAC,IAAI;YAAEU,OAAOP,QAAQO,KAAK;QAAC;YACzCT;YACAU,gBAAgBT;;IAEpB,GACAC,QAAQS,SAAS,GAAG;QAAEA,WAAWT,QAAQS,SAAS;IAAC,IAAI,CAAC;IAE1D,MAAMC,UAAW,MAAMT,SAASU,IAAI,GAAGC,KAAK,CAAC,IAAO,CAAA,CAAC,CAAA;IAGrD,IAAI,CAACX,SAASY,EAAE,EAAE;YAEd;QADF,MAAM,IAAIC,OACR,iBAAA,AAACJ,QAA+BK,KAAK,YAArC,iBAAyC;IAE7C;IACA,OAAOL;AACT"}

package/src/lib/model/deal-board-model.js

@@ -292,9 +292,11 @@ function addAmount(totals, currency, cents) {
     return renumberStages(sorted);
 }
 export function renameStage(stages, stageId, name) {
-    const trimmed = String(name != null ? name : '').trim();
-    return stages.map((stage)=>stage.id === stageId && trimmed ? _extends({}, stage, {
-            name: trimmed
+    // As typed: a trailing space is how the second word of a name begins, so a
+    // trim here ate every space. `settleStageNames` tidies them for the save.
+    const typed = String(name != null ? name : '');
+    return stages.map((stage)=>stage.id === stageId ? _extends({}, stage, {
+            name: typed
         }) : stage);
 }
 /**

package/src/lib/model/deal-board-model.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/deal-board-model.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/**\n * The pipeline's arithmetic and the stage editor's rules (AGL-2598), as pure\n * functions — no Firestore, no React — so the board, the table, the detail\n * page and the server route read one definition of \"what is this pipeline\n * worth\" and \"which stage edits are legal\".\n */\n\n// The module itself and never the `@aglyn/aglyn` barrel: this file is\n// reached from the server entry through the deal-stage route, and the barrel\n// carries client-only context modules the App Router graph refuses on a\n// server path (AGL-405/1349).\nimport {\n  type CrmDeal,\n  type CrmDealStage,\n  type CrmForecastCategory,\n  type CrmPipeline,\n  DEFAULT_DEAL_STAGES,\n  dealStageById,\n  isCrmForecastCategory,\n  isPipelineArchived,\n  weightedDealAmountCents,\n} from '@aglyn/aglyn/app-utils/crm'\n\n/** A deal as the console reads it: the model plus its document id. */\nexport type DealDoc = CrmDeal & {\n  $id: string\n  /**\n   * The contact's and the company's names, copied onto the deal when the\n   * link is made. A board of two hundred cards cannot afford a keyed read per\n   * card to caption each one, and the caption is allowed to lag a rename —\n   * the link itself is the id, which never changes.\n   */\n  contactName?: string\n  companyName?: string\n}\n\n/** A pipeline as the console reads it. */\nexport type PipelineDoc = CrmPipeline & { $id: string }\n\n/** The document id the seeded default pipeline is written under. */\nexport const DEFAULT_PIPELINE_ID = 'default'\n\n/** Name of the pipeline every org starts with. */\nexport const DEFAULT_PIPELINE_NAME = 'Sales'\n\nexport const PIPELINE_NAME_MAX = 60\n\n/** The pipelines a picker offers and a new deal may land in: the ones not archived. */\nexport function activePipelines<T extends Pick<CrmPipeline, 'archivedAt'>>(\n  pipelines: readonly T[],\n): T[] {\n  return pipelines.filter((pipeline) => !isPipelineArchived(pipeline))\n}\n\n/**\n * The pipeline a new deal lands in when nobody picks one: the active one\n * marked default, else the first active one, else nothing. An archived\n * pipeline is never the default even if its flag was left on — archiving\n * clears the flag, but a document written by an older console may not\n * have had it cleared, and a default nobody can create a deal in is a\n * board that opens on a pipeline the picker does not list.\n */\nexport function defaultPipelineOf<T extends Pick<CrmPipeline, 'archivedAt' | 'isDefault'>>(\n  pipelines: readonly T[],\n): T | null {\n  const active = activePipelines(pipelines)\n  return active.find((pipeline) => pipeline.isDefault) ?? active[0] ?? null\n}\n\n/**\n * Why a pipeline cannot be created or renamed to `name`, or `null`.\n *\n * Names are unique among the ACTIVE pipelines, compared without case: the\n * picker lists them by name alone, and two rows reading \"Sales\" would be a\n * choice nobody can make. An archived pipeline's name is free to reuse —\n * \"Sales 2025\" retired and \"Sales\" started over is the point of archiving.\n */\nexport function pipelineNameProblem(\n  name: string,\n  pipelines: ReadonlyArray<Pick<CrmPipeline, 'name' | 'archivedAt'> & { $id: string }>,\n  ownId?: string,\n): string | null {\n  const trimmed = String(name ?? '').trim()\n  if (!trimmed) return 'A pipeline needs a name.'\n  const taken = activePipelines(pipelines).find(\n    (pipeline) =>\n      pipeline.$id !== ownId &&\n      String(pipeline.name ?? '').trim().toLowerCase() === trimmed.toLowerCase(),\n  )\n  if (taken) return `Another pipeline is already called \"${taken.name}\".`\n  return null\n}\n\n/**\n * Why a pipeline cannot be archived, or `null` when it can.\n *\n * `openDeals` is the server's count, asked for before this is called, the\n * way `stageRemovalRefusal` asks: an open deal in an archived pipeline is\n * a card on no board, and the count is taken at the click because a deal\n * can be created into the pipeline from another tab meanwhile. The default\n * pipeline cannot go while it is the default — a new deal has to land\n * somewhere — and the last active one cannot go at all, for the same\n * reason from the other side.\n */\nexport function pipelineArchiveRefusal(\n  pipeline: Pick<CrmPipeline, 'archivedAt' | 'isDefault'> & { $id: string },\n  pipelines: ReadonlyArray<Pick<CrmPipeline, 'archivedAt'> & { $id: string }>,\n  openDeals: number,\n): string | null {\n  if (isPipelineArchived(pipeline)) return 'This pipeline is already archived.'\n  if (activePipelines(pipelines).filter((entry) => entry.$id !== pipeline.$id).length === 0) {\n    return 'The last pipeline cannot be archived.'\n  }\n  if (pipeline.isDefault) {\n    return 'This is the default pipeline. Make another one the default first.'\n  }\n  if (openDeals > 0) {\n    return (\n      `${openDeals.toLocaleString()} open ${openDeals === 1 ? 'deal is' : 'deals are'} ` +\n      'in this pipeline. Close or move them first, so none is left on a board nobody opens.'\n    )\n  }\n  return null\n}\n\n/** What every pipeline write stamps besides its name. */\nexport interface PipelineWriteContext {\n  visibleTo: readonly string[]\n  hostId: string\n  uid: string\n  nowMs: number\n}\n\n/**\n * The document a new pipeline is created as: the name, a COPY of the\n * default stages, not the default, active. A copy for the reason\n * `DEFAULT_DEAL_STAGES` gives — a second pipeline seeded later must start\n * from the original set, whatever the first one's editor did to its own.\n */\nexport function newPipelineDocument(\n  name: string,\n  context: PipelineWriteContext,\n): Record<string, unknown> {\n  return {\n    name: String(name ?? '').trim().slice(0, PIPELINE_NAME_MAX),\n    stages: DEFAULT_DEAL_STAGES.map((stage) => ({ ...stage })),\n    isDefault: false,\n    archivedAt: null,\n    visibleTo: [...context.visibleTo],\n    hostId: context.hostId,\n    createdByUid: context.uid,\n    createdAt: new Date(context.nowMs),\n    updatedAt: new Date(context.nowMs),\n  }\n}\n\n/**\n * Currencies the amount picker offers, lowercase ISO 4217 as the model\n * stores them. Short on purpose: a picker of a hundred and eighty currencies\n * is a scroll, and a deal in one outside this list is entered through the\n * API with whatever code it carries — the display below formats any code\n * `Intl` knows.\n */\nexport const DEAL_CURRENCIES = [\n  'usd',\n  'eur',\n  'gbp',\n  'cad',\n  'aud',\n  'nzd',\n  'chf',\n  'jpy',\n  'sek',\n  'nok',\n  'dkk',\n  'mxn',\n  'brl',\n  'inr',\n  'sgd',\n] as const\n\nexport const DEFAULT_DEAL_CURRENCY = 'usd'\n\n/** How a deal's `status` reads on screen. */\nexport const DEAL_STATUS_LABELS: Record<CrmDeal['status'], string> = {\n  open: 'Open',\n  won: 'Won',\n  lost: 'Lost',\n}\n\n/** Cents → the reader's locale, or a plain number when the code is unknown. */\nexport function formatMoney(cents: number, currency: string | undefined): string {\n  const code = String(currency || DEFAULT_DEAL_CURRENCY).toUpperCase()\n  const amount = (Number(cents) || 0) / 100\n  try {\n    return new Intl.NumberFormat(undefined, {\n      style: 'currency',\n      currency: code,\n    }).format(amount)\n  } catch {\n    return `${amount.toFixed(2)} ${code}`\n  }\n}\n\n/**\n * A typed amount, as cents, or `null` when it is not a number.\n *\n * Accepts what people paste from an invoice — a thousands separator, a\n * currency symbol, surrounding space — and refuses a negative: a deal is\n * worth zero or more, and a negative amount here is a typo rather than a\n * refund. Rounded rather than truncated so `19.995` does not lose a cent.\n */\nexport function parseAmountInput(input: string): number | null {\n  const cleaned = String(input ?? '')\n    .replace(/[^0-9.-]/g, '')\n    .trim()\n  if (!cleaned) return null\n  const value = Number(cleaned)\n  if (!Number.isFinite(value) || value < 0) return null\n  return Math.round(value * 100)\n}\n\n/** Cents → the string the amount field shows, `''` for nothing. */\nexport function amountInputValue(cents: number | undefined | null): string {\n  if (typeof cents !== 'number' || !Number.isFinite(cents)) return ''\n  return (cents / 100).toFixed(2)\n}\n\n/**\n * Epoch ms from whatever a timestamp field holds after a round trip — a\n * Firestore `Timestamp`, a `Date` a client just wrote, or a number.\n */\nexport function timestampMs(value: unknown): number | null {\n  if (!value) return null\n  if (typeof value === 'number') return Number.isFinite(value) ? value : null\n  if (value instanceof Date) return value.getTime()\n  const seconds = (value as { seconds?: unknown }).seconds\n  if (typeof seconds === 'number') return seconds * 1000\n  const toMillis = (value as { toMillis?: () => number }).toMillis\n  if (typeof toMillis === 'function') return toMillis.call(value)\n  return null\n}\n\n/** Whole days a deal has sat in its current stage, never negative. */\nexport function daysInStage(\n  deal: Pick<CrmDeal, 'stageChangedAtMs' | 'createdAt'>,\n  nowMs: number,\n): number {\n  const since =\n    typeof deal.stageChangedAtMs === 'number'\n      ? deal.stageChangedAtMs\n      : timestampMs(deal.createdAt)\n  if (!since) return 0\n  return Math.max(0, Math.floor((nowMs - since) / 86_400_000))\n}\n\n/** A sum per currency, because two currencies never add into one number. */\nexport type AmountByCurrency = Record<string, number>\n\nfunction addAmount(\n  totals: AmountByCurrency,\n  currency: string | undefined,\n  cents: number,\n): void {\n  const code = String(currency || DEFAULT_DEAL_CURRENCY).toLowerCase()\n  totals[code] = (totals[code] ?? 0) + cents\n}\n\nexport interface BoardSummary {\n  /** Deals whose `status` is `open`, whatever stage they sit in. */\n  openCount: number\n  /** Every open deal's full amount, per currency. */\n  valueByCurrency: AmountByCurrency\n  /** Every open deal's amount times its stage's probability, per currency. */\n  weightedByCurrency: AmountByCurrency\n}\n\n/**\n * The three figures above the board.\n *\n * Closed deals are excluded from both totals rather than counted at full or\n * zero value: the summary describes what is still in play, and a won deal\n * counted in \"pipeline value\" would make the pipeline look larger every time\n * something closed. `weightedDealAmountCents` already answers zero for a\n * stage the pipeline no longer has.\n */\nexport function boardSummary(\n  deals: readonly (Pick<CrmDeal, 'status' | 'amountCents' | 'currency' | 'stageId'> &\n    Partial<Pick<CrmDeal, 'probability'>>)[],\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n): BoardSummary {\n  const summary: BoardSummary = {\n    openCount: 0,\n    valueByCurrency: {},\n    weightedByCurrency: {},\n  }\n  for (const deal of deals) {\n    if (deal.status !== 'open') continue\n    summary.openCount += 1\n    const amount = Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0))\n    addAmount(summary.valueByCurrency, deal.currency, amount)\n    addAmount(\n      summary.weightedByCurrency,\n      deal.currency,\n      weightedDealAmountCents(deal, dealStageById(pipeline, deal.stageId)),\n    )\n  }\n  return summary\n}\n\n/** `$1,200.00 · €300.00` — one figure per currency, largest first. */\nexport function formatAmountByCurrency(totals: AmountByCurrency): string {\n  const entries = Object.entries(totals).sort((a, b) => b[1] - a[1])\n  if (!entries.length) return formatMoney(0, DEFAULT_DEAL_CURRENCY)\n  return entries.map(([code, cents]) => formatMoney(cents, code)).join(' · ')\n}\n\n/** The pipeline's stages in `order`, ties broken by position. */\nexport function sortedStages(\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n): CrmDealStage[] {\n  return [...(pipeline?.stages ?? [])]\n    .map((stage, index) => ({ stage, index }))\n    .sort((a, b) => a.stage.order - b.stage.order || a.index - b.index)\n    .map(({ stage }) => stage)\n}\n\n/** The stages a deal can be dragged between — everything that is not closed. */\nexport function openStages(\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n): CrmDealStage[] {\n  return sortedStages(pipeline).filter((stage) => stage.kind === 'open')\n}\n\n/** The stage whose `kind` is `won` or `lost`, or null when the pipeline lacks one. */\nexport function closingStage(\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n  kind: 'won' | 'lost',\n): CrmDealStage | null {\n  return sortedStages(pipeline).find((stage) => stage.kind === kind) ?? null\n}\n\n/**\n * The id a new stage is stored under: the name as a slug, made unique\n * against the stages already there.\n *\n * A slug rather than a random id because the id appears in every deal that\n * sits in the stage and in every automation filter that names it, so a\n * reader looking at `stageId == \"demo-booked\"` should be able to tell which\n * stage that is without opening the pipeline. Uniqueness is what keeps a\n * second \"Demo\" from silently becoming the first.\n */\nexport function newStageId(\n  name: string,\n  existing: readonly CrmDealStage[],\n): string {\n  const base =\n    String(name ?? '')\n      .trim()\n      .toLowerCase()\n      .replace(/[^a-z0-9]+/g, '-')\n      .replace(/^-+|-+$/g, '')\n      .slice(0, 40) || 'stage'\n  const taken = new Set(existing.map((stage) => stage.id))\n  if (!taken.has(base)) return base\n  let suffix = 2\n  while (taken.has(`${base}-${suffix}`)) suffix += 1\n  return `${base}-${suffix}`\n}\n\n/**\n * Stages re-numbered 0..n in the order they are GIVEN.\n *\n * Positional on purpose: every caller hands this an array it has already\n * arranged — a swap, a splice, a filter over the sorted stages — and the\n * stored `order` on each entry is the arrangement being replaced. Sorting by\n * it here would put a swapped pair straight back where it was.\n */\nexport function renumberStages(\n  stages: readonly CrmDealStage[],\n): CrmDealStage[] {\n  return stages.map((stage, order) => ({ ...stage, order }))\n}\n\n/** 0–100, whole numbers; anything else becomes the nearest bound. */\nexport function clampProbability(value: unknown): number {\n  const number = Math.round(Number(value))\n  if (!Number.isFinite(number)) return 0\n  return Math.min(100, Math.max(0, number))\n}\n\n/**\n * Add an open stage in front of the closing stages.\n *\n * Won and Lost stay last: a pipeline reads left to right as a progression,\n * and a stage added after \"Won\" would be a step past the end.\n */\nexport function addStage(\n  stages: readonly CrmDealStage[],\n  name: string,\n  probability = 50,\n): CrmDealStage[] {\n  const trimmed = String(name ?? '').trim()\n  if (!trimmed) return [...stages]\n  const sorted = sortedStages({ stages: [...stages] })\n  const firstClosed = sorted.findIndex((stage) => stage.kind !== 'open')\n  const at = firstClosed === -1 ? sorted.length : firstClosed\n  const stage: CrmDealStage = {\n    id: newStageId(trimmed, sorted),\n    name: trimmed,\n    order: at,\n    probability: clampProbability(probability),\n    kind: 'open',\n    forecastCategory: 'pipeline',\n  }\n  sorted.splice(at, 0, stage)\n  return renumberStages(sorted)\n}\n\nexport function renameStage(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  name: string,\n): CrmDealStage[] {\n  const trimmed = String(name ?? '').trim()\n  return stages.map((stage) =>\n    stage.id === stageId && trimmed ? { ...stage, name: trimmed } : stage,\n  )\n}\n\n/**\n * Set an OPEN stage's probability. Won is 100 and Lost is 0 by definition —\n * `weightedDealAmountCents` reads the status before the stage, so a Won\n * stage at 60% would change nothing and only mislead the editor.\n */\nexport function setStageProbability(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  probability: unknown,\n): CrmDealStage[] {\n  return stages.map((stage) =>\n    stage.id === stageId && stage.kind === 'open'\n      ? { ...stage, probability: clampProbability(probability) }\n      : stage,\n  )\n}\n\n/**\n * Set an OPEN stage's forecast category (AGL-3516). Won is Closed and Lost\n * is Omitted by definition, for the reason {@link setStageProbability}\n * gives; a deal's own category is changed on the deal.\n */\nexport function setStageForecastCategory(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  category: CrmForecastCategory | string,\n): CrmDealStage[] {\n  if (!isCrmForecastCategory(category)) return [...stages]\n  return stages.map((stage) =>\n    stage.id === stageId && stage.kind === 'open'\n      ? { ...stage, forecastCategory: category }\n      : stage,\n  )\n}\n\n/**\n * Swap an open stage with its open neighbor. The closing stages are not in\n * the reorderable range, so an open stage can never be moved past Won.\n */\nexport function moveStage(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  direction: 'up' | 'down',\n): CrmDealStage[] {\n  const sorted = sortedStages({ stages: [...stages] })\n  const index = sorted.findIndex((stage) => stage.id === stageId)\n  if (index === -1 || sorted[index].kind !== 'open') return sorted\n  const target = direction === 'up' ? index - 1 : index + 1\n  if (target < 0 || target >= sorted.length) return sorted\n  if (sorted[target].kind !== 'open') return sorted\n  const swapped = [...sorted]\n  const moving = swapped[index]\n  swapped[index] = swapped[target]\n  swapped[target] = moving\n  return renumberStages(swapped)\n}\n\n/**\n * Why a stage cannot be removed, or `null` when it can.\n *\n * `dealsInStage` is the server's count, asked for before this is called: a\n * stage with deals in it cannot go, because every one of those deals would\n * be left pointing at a stage that no longer exists and worth nothing to the\n * forecast. The closing stages cannot go at all — a deal has to be able to\n * be won and lost.\n */\nexport function stageRemovalRefusal(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  dealsInStage: number,\n): string | null {\n  const stage = stages.find((entry) => entry.id === stageId)\n  if (!stage) return 'This stage is no longer in the pipeline.'\n  if (stage.kind !== 'open') {\n    return `Every pipeline keeps its ${stage.kind === 'won' ? 'Won' : 'Lost'} stage.`\n  }\n  if (openStages({ stages: [...stages] }).length <= 1) {\n    return 'A pipeline needs at least one open stage.'\n  }\n  if (dealsInStage > 0) {\n    return (\n      `${dealsInStage.toLocaleString()} ${dealsInStage === 1 ? 'deal is' : 'deals are'} ` +\n      'in this stage. Move them first, so none is left in a stage that no longer exists.'\n    )\n  }\n  return null\n}\n\nexport function removeStage(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n): CrmDealStage[] {\n  return renumberStages(stages.filter((stage) => stage.id !== stageId))\n}\n\n/**\n * What a stored set of stages has to satisfy before it is written back:\n * unique ids, a name on every stage, exactly one Won and one Lost, at least\n * one open stage. The editor refuses a save that fails this rather than\n * writing a pipeline the board cannot draw.\n */\nexport function stagesProblem(stages: readonly CrmDealStage[]): string | null {\n  if (!stages.length) return 'A pipeline needs stages.'\n  const ids = new Set<string>()\n  for (const stage of stages) {\n    if (!stage.id) return 'Every stage needs an id.'\n    if (ids.has(stage.id)) return `Two stages share the id \"${stage.id}\".`\n    ids.add(stage.id)\n    if (!String(stage.name ?? '').trim()) return 'Every stage needs a name.'\n  }\n  const won = stages.filter((stage) => stage.kind === 'won').length\n  const lost = stages.filter((stage) => stage.kind === 'lost').length\n  if (won !== 1) return 'A pipeline has exactly one Won stage.'\n  if (lost !== 1) return 'A pipeline has exactly one Lost stage.'\n  if (!stages.some((stage) => stage.kind === 'open')) {\n    return 'A pipeline needs at least one open stage.'\n  }\n  return null\n}\n\n/**\n * The event a stage change emits, and the flat payload a workflow filter\n * reads (AGL-2598). Strings and numbers only — a workflow expression\n * evaluates over scalars, and an absent link is the empty string rather than\n * a missing key so `contactId == \"\"` is a filter somebody can write.\n */\nexport type DealEventName = 'dealStageChanged' | 'dealWon' | 'dealLost'\n\nexport function dealEventName(status: CrmDeal['status']): DealEventName {\n  if (status === 'won') return 'dealWon'\n  if (status === 'lost') return 'dealLost'\n  return 'dealStageChanged'\n}\n\nexport function dealEventPayload(\n  dealId: string,\n  deal: Pick<\n    CrmDeal,\n    | 'title'\n    | 'amountCents'\n    | 'currency'\n    | 'stageId'\n    | 'ownerUid'\n    | 'contactId'\n    | 'companyId'\n    | 'lostReason'\n  >,\n  previousStageId: string,\n): Record<string, string | number> {\n  return {\n    dealId,\n    title: String(deal.title ?? 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Hashing the label rather than picking from a palette is what\n * makes the same uid the same color on every machine.\n */\nexport function hueFor(label: string): number {\n  let hash = 0\n  for (let index = 0; index < label.length; index += 1) {\n    hash = (hash * 31 + label.charCodeAt(index)) % 360\n  }\n  return hash\n}\n\n/** `2026-09-05` for a date input, from epoch ms; `''` for none. */\nexport function dateInputValue(ms: number | null | undefined): string {\n  if (typeof ms !== 'number' || !Number.isFinite(ms)) return ''\n  const at = new Date(ms)\n  const offset = at.getTimezoneOffset() * 60_000\n  return new Date(ms - offset).toISOString().slice(0, 10)\n}\n\n/**\n * Epoch ms at local noon of a typed `YYYY-MM-DD`, or `null`.\n *\n * Noon rather than midnight so the day survives a timezone round trip: a\n * close date stored at local midnight and read back one timezone west shows\n * the day before.\n */\nexport function dateInputMs(value: string): number | null {\n  const match = /^(\\d{4})-(\\d{2})-(\\d{2})$/.exec(String(value ?? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/deal-board-model.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/**\n * The pipeline's arithmetic and the stage editor's rules (AGL-2598), as pure\n * functions — no Firestore, no React — so the board, the table, the detail\n * page and the server route read one definition of \"what is this pipeline\n * worth\" and \"which stage edits are legal\".\n */\n\n// The module itself and never the `@aglyn/aglyn` barrel: this file is\n// reached from the server entry through the deal-stage route, and the barrel\n// carries client-only context modules the App Router graph refuses on a\n// server path (AGL-405/1349).\nimport {\n  type CrmDeal,\n  type CrmDealStage,\n  type CrmForecastCategory,\n  type CrmPipeline,\n  DEFAULT_DEAL_STAGES,\n  dealStageById,\n  isCrmForecastCategory,\n  isPipelineArchived,\n  weightedDealAmountCents,\n} from '@aglyn/aglyn/app-utils/crm'\n\n/** A deal as the console reads it: the model plus its document id. */\nexport type DealDoc = CrmDeal & {\n  $id: string\n  /**\n   * The contact's and the company's names, copied onto the deal when the\n   * link is made. A board of two hundred cards cannot afford a keyed read per\n   * card to caption each one, and the caption is allowed to lag a rename —\n   * the link itself is the id, which never changes.\n   */\n  contactName?: string\n  companyName?: string\n}\n\n/** A pipeline as the console reads it. */\nexport type PipelineDoc = CrmPipeline & { $id: string }\n\n/** The document id the seeded default pipeline is written under. */\nexport const DEFAULT_PIPELINE_ID = 'default'\n\n/** Name of the pipeline every org starts with. */\nexport const DEFAULT_PIPELINE_NAME = 'Sales'\n\nexport const PIPELINE_NAME_MAX = 60\n\n/** The pipelines a picker offers and a new deal may land in: the ones not archived. */\nexport function activePipelines<T extends Pick<CrmPipeline, 'archivedAt'>>(\n  pipelines: readonly T[],\n): T[] {\n  return pipelines.filter((pipeline) => !isPipelineArchived(pipeline))\n}\n\n/**\n * The pipeline a new deal lands in when nobody picks one: the active one\n * marked default, else the first active one, else nothing. An archived\n * pipeline is never the default even if its flag was left on — archiving\n * clears the flag, but a document written by an older console may not\n * have had it cleared, and a default nobody can create a deal in is a\n * board that opens on a pipeline the picker does not list.\n */\nexport function defaultPipelineOf<T extends Pick<CrmPipeline, 'archivedAt' | 'isDefault'>>(\n  pipelines: readonly T[],\n): T | null {\n  const active = activePipelines(pipelines)\n  return active.find((pipeline) => pipeline.isDefault) ?? active[0] ?? null\n}\n\n/**\n * Why a pipeline cannot be created or renamed to `name`, or `null`.\n *\n * Names are unique among the ACTIVE pipelines, compared without case: the\n * picker lists them by name alone, and two rows reading \"Sales\" would be a\n * choice nobody can make. An archived pipeline's name is free to reuse —\n * \"Sales 2025\" retired and \"Sales\" started over is the point of archiving.\n */\nexport function pipelineNameProblem(\n  name: string,\n  pipelines: ReadonlyArray<Pick<CrmPipeline, 'name' | 'archivedAt'> & { $id: string }>,\n  ownId?: string,\n): string | null {\n  const trimmed = String(name ?? '').trim()\n  if (!trimmed) return 'A pipeline needs a name.'\n  const taken = activePipelines(pipelines).find(\n    (pipeline) =>\n      pipeline.$id !== ownId &&\n      String(pipeline.name ?? '').trim().toLowerCase() === trimmed.toLowerCase(),\n  )\n  if (taken) return `Another pipeline is already called \"${taken.name}\".`\n  return null\n}\n\n/**\n * Why a pipeline cannot be archived, or `null` when it can.\n *\n * `openDeals` is the server's count, asked for before this is called, the\n * way `stageRemovalRefusal` asks: an open deal in an archived pipeline is\n * a card on no board, and the count is taken at the click because a deal\n * can be created into the pipeline from another tab meanwhile. The default\n * pipeline cannot go while it is the default — a new deal has to land\n * somewhere — and the last active one cannot go at all, for the same\n * reason from the other side.\n */\nexport function pipelineArchiveRefusal(\n  pipeline: Pick<CrmPipeline, 'archivedAt' | 'isDefault'> & { $id: string },\n  pipelines: ReadonlyArray<Pick<CrmPipeline, 'archivedAt'> & { $id: string }>,\n  openDeals: number,\n): string | null {\n  if (isPipelineArchived(pipeline)) return 'This pipeline is already archived.'\n  if (activePipelines(pipelines).filter((entry) => entry.$id !== pipeline.$id).length === 0) {\n    return 'The last pipeline cannot be archived.'\n  }\n  if (pipeline.isDefault) {\n    return 'This is the default pipeline. Make another one the default first.'\n  }\n  if (openDeals > 0) {\n    return (\n      `${openDeals.toLocaleString()} open ${openDeals === 1 ? 'deal is' : 'deals are'} ` +\n      'in this pipeline. Close or move them first, so none is left on a board nobody opens.'\n    )\n  }\n  return null\n}\n\n/** What every pipeline write stamps besides its name. */\nexport interface PipelineWriteContext {\n  visibleTo: readonly string[]\n  hostId: string\n  uid: string\n  nowMs: number\n}\n\n/**\n * The document a new pipeline is created as: the name, a COPY of the\n * default stages, not the default, active. A copy for the reason\n * `DEFAULT_DEAL_STAGES` gives — a second pipeline seeded later must start\n * from the original set, whatever the first one's editor did to its own.\n */\nexport function newPipelineDocument(\n  name: string,\n  context: PipelineWriteContext,\n): Record<string, unknown> {\n  return {\n    name: String(name ?? '').trim().slice(0, PIPELINE_NAME_MAX),\n    stages: DEFAULT_DEAL_STAGES.map((stage) => ({ ...stage })),\n    isDefault: false,\n    archivedAt: null,\n    visibleTo: [...context.visibleTo],\n    hostId: context.hostId,\n    createdByUid: context.uid,\n    createdAt: new Date(context.nowMs),\n    updatedAt: new Date(context.nowMs),\n  }\n}\n\n/**\n * Currencies the amount picker offers, lowercase ISO 4217 as the model\n * stores them. Short on purpose: a picker of a hundred and eighty currencies\n * is a scroll, and a deal in one outside this list is entered through the\n * API with whatever code it carries — the display below formats any code\n * `Intl` knows.\n */\nexport const DEAL_CURRENCIES = [\n  'usd',\n  'eur',\n  'gbp',\n  'cad',\n  'aud',\n  'nzd',\n  'chf',\n  'jpy',\n  'sek',\n  'nok',\n  'dkk',\n  'mxn',\n  'brl',\n  'inr',\n  'sgd',\n] as const\n\nexport const DEFAULT_DEAL_CURRENCY = 'usd'\n\n/** How a deal's `status` reads on screen. */\nexport const DEAL_STATUS_LABELS: Record<CrmDeal['status'], string> = {\n  open: 'Open',\n  won: 'Won',\n  lost: 'Lost',\n}\n\n/** Cents → the reader's locale, or a plain number when the code is unknown. */\nexport function formatMoney(cents: number, currency: string | undefined): string {\n  const code = String(currency || DEFAULT_DEAL_CURRENCY).toUpperCase()\n  const amount = (Number(cents) || 0) / 100\n  try {\n    return new Intl.NumberFormat(undefined, {\n      style: 'currency',\n      currency: code,\n    }).format(amount)\n  } catch {\n    return `${amount.toFixed(2)} ${code}`\n  }\n}\n\n/**\n * A typed amount, as cents, or `null` when it is not a number.\n *\n * Accepts what people paste from an invoice — a thousands separator, a\n * currency symbol, surrounding space — and refuses a negative: a deal is\n * worth zero or more, and a negative amount here is a typo rather than a\n * refund. Rounded rather than truncated so `19.995` does not lose a cent.\n */\nexport function parseAmountInput(input: string): number | null {\n  const cleaned = String(input ?? '')\n    .replace(/[^0-9.-]/g, '')\n    .trim()\n  if (!cleaned) return null\n  const value = Number(cleaned)\n  if (!Number.isFinite(value) || value < 0) return null\n  return Math.round(value * 100)\n}\n\n/** Cents → the string the amount field shows, `''` for nothing. */\nexport function amountInputValue(cents: number | undefined | null): string {\n  if (typeof cents !== 'number' || !Number.isFinite(cents)) return ''\n  return (cents / 100).toFixed(2)\n}\n\n/**\n * Epoch ms from whatever a timestamp field holds after a round trip — a\n * Firestore `Timestamp`, a `Date` a client just wrote, or a number.\n */\nexport function timestampMs(value: unknown): number | null {\n  if (!value) return null\n  if (typeof value === 'number') return Number.isFinite(value) ? value : null\n  if (value instanceof Date) return value.getTime()\n  const seconds = (value as { seconds?: unknown }).seconds\n  if (typeof seconds === 'number') return seconds * 1000\n  const toMillis = (value as { toMillis?: () => number }).toMillis\n  if (typeof toMillis === 'function') return toMillis.call(value)\n  return null\n}\n\n/** Whole days a deal has sat in its current stage, never negative. */\nexport function daysInStage(\n  deal: Pick<CrmDeal, 'stageChangedAtMs' | 'createdAt'>,\n  nowMs: number,\n): number {\n  const since =\n    typeof deal.stageChangedAtMs === 'number'\n      ? deal.stageChangedAtMs\n      : timestampMs(deal.createdAt)\n  if (!since) return 0\n  return Math.max(0, Math.floor((nowMs - since) / 86_400_000))\n}\n\n/** A sum per currency, because two currencies never add into one number. */\nexport type AmountByCurrency = Record<string, number>\n\nfunction addAmount(\n  totals: AmountByCurrency,\n  currency: string | undefined,\n  cents: number,\n): void {\n  const code = String(currency || DEFAULT_DEAL_CURRENCY).toLowerCase()\n  totals[code] = (totals[code] ?? 0) + cents\n}\n\nexport interface BoardSummary {\n  /** Deals whose `status` is `open`, whatever stage they sit in. */\n  openCount: number\n  /** Every open deal's full amount, per currency. */\n  valueByCurrency: AmountByCurrency\n  /** Every open deal's amount times its stage's probability, per currency. */\n  weightedByCurrency: AmountByCurrency\n}\n\n/**\n * The three figures above the board.\n *\n * Closed deals are excluded from both totals rather than counted at full or\n * zero value: the summary describes what is still in play, and a won deal\n * counted in \"pipeline value\" would make the pipeline look larger every time\n * something closed. `weightedDealAmountCents` already answers zero for a\n * stage the pipeline no longer has.\n */\nexport function boardSummary(\n  deals: readonly (Pick<CrmDeal, 'status' | 'amountCents' | 'currency' | 'stageId'> &\n    Partial<Pick<CrmDeal, 'probability'>>)[],\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n): BoardSummary {\n  const summary: BoardSummary = {\n    openCount: 0,\n    valueByCurrency: {},\n    weightedByCurrency: {},\n  }\n  for (const deal of deals) {\n    if (deal.status !== 'open') continue\n    summary.openCount += 1\n    const amount = Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0))\n    addAmount(summary.valueByCurrency, deal.currency, amount)\n    addAmount(\n      summary.weightedByCurrency,\n      deal.currency,\n      weightedDealAmountCents(deal, dealStageById(pipeline, deal.stageId)),\n    )\n  }\n  return summary\n}\n\n/** `$1,200.00 · €300.00` — one figure per currency, largest first. */\nexport function formatAmountByCurrency(totals: AmountByCurrency): string {\n  const entries = Object.entries(totals).sort((a, b) => b[1] - a[1])\n  if (!entries.length) return formatMoney(0, DEFAULT_DEAL_CURRENCY)\n  return entries.map(([code, cents]) => formatMoney(cents, code)).join(' · ')\n}\n\n/** The pipeline's stages in `order`, ties broken by position. */\nexport function sortedStages(\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n): CrmDealStage[] {\n  return [...(pipeline?.stages ?? [])]\n    .map((stage, index) => ({ stage, index }))\n    .sort((a, b) => a.stage.order - b.stage.order || a.index - b.index)\n    .map(({ stage }) => stage)\n}\n\n/** The stages a deal can be dragged between — everything that is not closed. */\nexport function openStages(\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n): CrmDealStage[] {\n  return sortedStages(pipeline).filter((stage) => stage.kind === 'open')\n}\n\n/** The stage whose `kind` is `won` or `lost`, or null when the pipeline lacks one. */\nexport function closingStage(\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n  kind: 'won' | 'lost',\n): CrmDealStage | null {\n  return sortedStages(pipeline).find((stage) => stage.kind === kind) ?? null\n}\n\n/**\n * The id a new stage is stored under: the name as a slug, made unique\n * against the stages already there.\n *\n * A slug rather than a random id because the id appears in every deal that\n * sits in the stage and in every automation filter that names it, so a\n * reader looking at `stageId == \"demo-booked\"` should be able to tell which\n * stage that is without opening the pipeline. Uniqueness is what keeps a\n * second \"Demo\" from silently becoming the first.\n */\nexport function newStageId(\n  name: string,\n  existing: readonly CrmDealStage[],\n): string {\n  const base =\n    String(name ?? '')\n      .trim()\n      .toLowerCase()\n      .replace(/[^a-z0-9]+/g, '-')\n      .replace(/^-+|-+$/g, '')\n      .slice(0, 40) || 'stage'\n  const taken = new Set(existing.map((stage) => stage.id))\n  if (!taken.has(base)) return base\n  let suffix = 2\n  while (taken.has(`${base}-${suffix}`)) suffix += 1\n  return `${base}-${suffix}`\n}\n\n/**\n * Stages re-numbered 0..n in the order they are GIVEN.\n *\n * Positional on purpose: every caller hands this an array it has already\n * arranged — a swap, a splice, a filter over the sorted stages — and the\n * stored `order` on each entry is the arrangement being replaced. Sorting by\n * it here would put a swapped pair straight back where it was.\n */\nexport function renumberStages(\n  stages: readonly CrmDealStage[],\n): CrmDealStage[] {\n  return stages.map((stage, order) => ({ ...stage, order }))\n}\n\n/** 0–100, whole numbers; anything else becomes the nearest bound. */\nexport function clampProbability(value: unknown): number {\n  const number = Math.round(Number(value))\n  if (!Number.isFinite(number)) return 0\n  return Math.min(100, Math.max(0, number))\n}\n\n/**\n * Add an open stage in front of the closing stages.\n *\n * Won and Lost stay last: a pipeline reads left to right as a progression,\n * and a stage added after \"Won\" would be a step past the end.\n */\nexport function addStage(\n  stages: readonly CrmDealStage[],\n  name: string,\n  probability = 50,\n): CrmDealStage[] {\n  const trimmed = String(name ?? '').trim()\n  if (!trimmed) return [...stages]\n  const sorted = sortedStages({ stages: [...stages] })\n  const firstClosed = sorted.findIndex((stage) => stage.kind !== 'open')\n  const at = firstClosed === -1 ? sorted.length : firstClosed\n  const stage: CrmDealStage = {\n    id: newStageId(trimmed, sorted),\n    name: trimmed,\n    order: at,\n    probability: clampProbability(probability),\n    kind: 'open',\n    forecastCategory: 'pipeline',\n  }\n  sorted.splice(at, 0, stage)\n  return renumberStages(sorted)\n}\n\nexport function renameStage(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  name: string,\n): CrmDealStage[] {\n  // As typed: a trailing space is how the second word of a name begins, so a\n  // trim here ate every space. `settleStageNames` tidies them for the save.\n  const typed = String(name ?? '')\n  return stages.map((stage) => (stage.id === stageId ? { ...stage, name: typed } : stage))\n}\n\n/**\n * Set an OPEN stage's probability. Won is 100 and Lost is 0 by definition —\n * `weightedDealAmountCents` reads the status before the stage, so a Won\n * stage at 60% would change nothing and only mislead the editor.\n */\nexport function setStageProbability(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  probability: unknown,\n): CrmDealStage[] {\n  return stages.map((stage) =>\n    stage.id === stageId && stage.kind === 'open'\n      ? { ...stage, probability: clampProbability(probability) }\n      : stage,\n  )\n}\n\n/**\n * Set an OPEN stage's forecast category (AGL-3516). Won is Closed and Lost\n * is Omitted by definition, for the reason {@link setStageProbability}\n * gives; a deal's own category is changed on the deal.\n */\nexport function setStageForecastCategory(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  category: CrmForecastCategory | string,\n): CrmDealStage[] {\n  if (!isCrmForecastCategory(category)) return [...stages]\n  return stages.map((stage) =>\n    stage.id === stageId && stage.kind === 'open'\n      ? { ...stage, forecastCategory: category }\n      : stage,\n  )\n}\n\n/**\n * Swap an open stage with its open neighbor. The closing stages are not in\n * the reorderable range, so an open stage can never be moved past Won.\n */\nexport function moveStage(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  direction: 'up' | 'down',\n): CrmDealStage[] {\n  const sorted = sortedStages({ stages: [...stages] })\n  const index = sorted.findIndex((stage) => stage.id === stageId)\n  if (index === -1 || sorted[index].kind !== 'open') return sorted\n  const target = direction === 'up' ? index - 1 : index + 1\n  if (target < 0 || target >= sorted.length) return sorted\n  if (sorted[target].kind !== 'open') return sorted\n  const swapped = [...sorted]\n  const moving = swapped[index]\n  swapped[index] = swapped[target]\n  swapped[target] = moving\n  return renumberStages(swapped)\n}\n\n/**\n * Why a stage cannot be removed, or `null` when it can.\n *\n * `dealsInStage` is the server's count, asked for before this is called: a\n * stage with deals in it cannot go, because every one of those deals would\n * be left pointing at a stage that no longer exists and worth nothing to the\n * forecast. The closing stages cannot go at all — a deal has to be able to\n * be won and lost.\n */\nexport function stageRemovalRefusal(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n  dealsInStage: number,\n): string | null {\n  const stage = stages.find((entry) => entry.id === stageId)\n  if (!stage) return 'This stage is no longer in the pipeline.'\n  if (stage.kind !== 'open') {\n    return `Every pipeline keeps its ${stage.kind === 'won' ? 'Won' : 'Lost'} stage.`\n  }\n  if (openStages({ stages: [...stages] }).length <= 1) {\n    return 'A pipeline needs at least one open stage.'\n  }\n  if (dealsInStage > 0) {\n    return (\n      `${dealsInStage.toLocaleString()} ${dealsInStage === 1 ? 'deal is' : 'deals are'} ` +\n      'in this stage. Move them first, so none is left in a stage that no longer exists.'\n    )\n  }\n  return null\n}\n\nexport function removeStage(\n  stages: readonly CrmDealStage[],\n  stageId: string,\n): CrmDealStage[] {\n  return renumberStages(stages.filter((stage) => stage.id !== stageId))\n}\n\n/**\n * What a stored set of stages has to satisfy before it is written back:\n * unique ids, a name on every stage, exactly one Won and one Lost, at least\n * one open stage. The editor refuses a save that fails this rather than\n * writing a pipeline the board cannot draw.\n */\nexport function stagesProblem(stages: readonly CrmDealStage[]): string | null {\n  if (!stages.length) return 'A pipeline needs stages.'\n  const ids = new Set<string>()\n  for (const stage of stages) {\n    if (!stage.id) return 'Every stage needs an id.'\n    if (ids.has(stage.id)) return `Two stages share the id \"${stage.id}\".`\n    ids.add(stage.id)\n    if (!String(stage.name ?? '').trim()) return 'Every stage needs a name.'\n  }\n  const won = stages.filter((stage) => stage.kind === 'won').length\n  const lost = stages.filter((stage) => stage.kind === 'lost').length\n  if (won !== 1) return 'A pipeline has exactly one Won stage.'\n  if (lost !== 1) return 'A pipeline has exactly one Lost stage.'\n  if (!stages.some((stage) => stage.kind === 'open')) {\n    return 'A pipeline needs at least one open stage.'\n  }\n  return null\n}\n\n/**\n * The event a stage change emits, and the flat payload a workflow filter\n * reads (AGL-2598). Strings and numbers only — a workflow expression\n * evaluates over scalars, and an absent link is the empty string rather than\n * a missing key so `contactId == \"\"` is a filter somebody can write.\n */\nexport type DealEventName = 'dealStageChanged' | 'dealWon' | 'dealLost'\n\nexport function dealEventName(status: CrmDeal['status']): DealEventName {\n  if (status === 'won') return 'dealWon'\n  if (status === 'lost') return 'dealLost'\n  return 'dealStageChanged'\n}\n\nexport function dealEventPayload(\n  dealId: string,\n  deal: Pick<\n    CrmDeal,\n    | 'title'\n    | 'amountCents'\n    | 'currency'\n    | 'stageId'\n    | 'ownerUid'\n    | 'contactId'\n    | 'companyId'\n    | 'lostReason'\n  >,\n  previousStageId: string,\n): Record<string, string | number> {\n  return {\n    dealId,\n    title: String(deal.title ?? 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Hashing the label rather than picking from a palette is what\n * makes the same uid the same color on every machine.\n */\nexport function hueFor(label: string): number {\n  let hash = 0\n  for (let index = 0; index < label.length; index += 1) {\n    hash = (hash * 31 + label.charCodeAt(index)) % 360\n  }\n  return hash\n}\n\n/** `2026-09-05` for a date input, from epoch ms; `''` for none. */\nexport function dateInputValue(ms: number | null | undefined): string {\n  if (typeof ms !== 'number' || !Number.isFinite(ms)) return ''\n  const at = new Date(ms)\n  const offset = at.getTimezoneOffset() * 60_000\n  return new Date(ms - offset).toISOString().slice(0, 10)\n}\n\n/**\n * Epoch ms at local noon of a typed `YYYY-MM-DD`, or `null`.\n *\n * Noon rather than midnight so the day survives a timezone round trip: a\n * close date stored at local midnight and read back one timezone west shows\n * the day before.\n */\nexport function dateInputMs(value: string): number | null {\n  const match = /^(\\d{4})-(\\d{2})-(\\d{2})$/.exec(String(value ?? 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package/src/lib/model/deal-contact-roles.d.ts

@@ -16,7 +16,7 @@
  */
 import { type CrmDealContactRole, type CrmPicklist } from '@aglyn/aglyn';
 /** Why a contact cannot be added to the deal, or `null` when it can. */
-export declare function dealContactRoleAddProblem(roles: readonly CrmDealContactRole[], contactId: string): string | null;
+export declare function dealContactRoleAddProblem(roles: readonly CrmDealContactRole[], contactId: string, noun?: 'deal' | 'company'): string | null;
 /** `roles` with one contact added — as the Primary, when asked, which every other row then is not. */
 export declare function dealContactRolesAdded(roles: readonly CrmDealContactRole[], added: {
     contactId: string;
@@ -43,3 +43,17 @@ export declare function dealContactRolesSave(deal: {
     ok: false;
     error: string;
 };
+/**
+ * What a save of a company's card writes: the roles judged against the org's
+ * list. A company has no `contactId` beside them, so nothing else moves with
+ * the Primary.
+ */
+export declare function companyContactRolesSave(company: {
+    contactRoles?: unknown;
+}, next: readonly CrmDealContactRole[], picklist: CrmPicklist): {
+    ok: true;
+    contactRoles: CrmDealContactRole[];
+} | {
+    ok: false;
+    error: string;
+};

package/src/lib/model/deal-contact-roles.js

@@ -18,11 +18,13 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
 /*
  * THE DEAL PAGE'S CONTACT ROLES CARD (AGL-3521), as pure functions: what
  * each edit makes of the list, and the fields one save writes.
- */ /** Why a contact cannot be added to the deal, or `null` when it can. */ export function dealContactRoleAddProblem(roles, contactId) {
+ */ /** Why a contact cannot be added to the deal, or `null` when it can. */ export function dealContactRoleAddProblem(roles, contactId, noun = 'deal') {
     if (!contactId) return 'Pick a contact.';
-    if (roles.some((row)=>row.contactId === contactId)) return 'That contact is already on this deal.';
+    if (roles.some((row)=>row.contactId === contactId)) {
+        return `That contact is already on this ${noun}.`;
+    }
     if (roles.length >= DEAL_CONTACT_ROLES_MAX) {
-        return `A deal names at most ${DEAL_CONTACT_ROLES_MAX} contacts.`;
+        return `A ${noun} names at most ${DEAL_CONTACT_ROLES_MAX} contacts.`;
     }
     return null;
 }
@@ -69,5 +71,17 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
         primaryChanged: fields.contactId !== before
     });
 }
+/**
+ * What a save of a company's card writes: the roles judged against the org's
+ * list. A company has no `contactId` beside them, so nothing else moves with
+ * the Primary.
+ */ export function companyContactRolesSave(company, next, picklist) {
+    const judged = judgeDealContactRoles(picklist, next, dealContactRolesOf(company));
+    if (judged.ok === false) return judged;
+    return {
+        ok: true,
+        contactRoles: judged.roles
+    };
+}
 
 //# sourceMappingURL=deal-contact-roles.js.map

package/src/lib/model/deal-contact-roles.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/deal-contact-roles.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  type CrmDealContactRole,\n  type CrmPicklist,\n  DEAL_CONTACT_ROLES_MAX,\n  dealContactRoleFields,\n  dealContactRolesOf,\n  judgeDealContactRoles,\n} from '@aglyn/aglyn'\n\n/*\n * THE DEAL PAGE'S CONTACT ROLES CARD (AGL-3521), as pure functions: what\n * each edit makes of the list, and the fields one save writes.\n */\n\n/** Why a contact cannot be added to the deal, or `null` when it can. */\nexport function dealContactRoleAddProblem(\n  roles: readonly CrmDealContactRole[],\n  contactId: string,\n): string | null {\n  if (!contactId) return 'Pick a contact.'\n  if (roles.some((row) => row.contactId === contactId)) return 'That contact is already on this deal.'\n  if (roles.length >= DEAL_CONTACT_ROLES_MAX) {\n    return `A deal names at most ${DEAL_CONTACT_ROLES_MAX} contacts.`\n  }\n  return null\n}\n\n/** `roles` with one contact added — as the Primary, when asked, which every other row then is not. */\nexport function dealContactRolesAdded(\n  roles: readonly CrmDealContactRole[],\n  added: { contactId: string; role?: string; primary: boolean },\n): CrmDealContactRole[] {\n  const row: CrmDealContactRole = {\n    contactId: added.contactId,\n    ...(added.role ? { role: added.role } : {}),\n    primary: added.primary,\n  }\n  return [...roles.map((entry) => (added.primary ? { ...entry, primary: false } : entry)), row]\n}\n\n/** `roles` with one contact's role set — `''` for none. */\nexport function dealContactRolesWithRole(\n  roles: readonly CrmDealContactRole[],\n  contactId: string,\n  role: string,\n): CrmDealContactRole[] {\n  return roles.map((row) => {\n    if (row.contactId !== contactId) return row\n    return { contactId: row.contactId, ...(role ? { role } : {}), primary: row.primary }\n  })\n}\n\n/**\n * What a save of the card writes: the roles judged against the org's list\n * (a contact's current role kept), `contactId` as their Primary — `null`\n * for a field the caller deletes — and whether the Primary changed, which\n * is when the name the drawer copied beside `contactId` goes stale.\n */\nexport function dealContactRolesSave(\n  deal: { contactId?: unknown; contactRoles?: unknown },\n  next: readonly CrmDealContactRole[],\n  picklist: CrmPicklist,\n):\n  | {\n      ok: true\n      contactRoles: CrmDealContactRole[]\n      contactId: string | null\n      primaryChanged: boolean\n    }\n  | { ok: false; error: string } {\n  const judged = judgeDealContactRoles(picklist, next, dealContactRolesOf(deal))\n  if (judged.ok === false) return judged\n  const fields = dealContactRoleFields(judged.roles)\n  const before = typeof deal.contactId === 'string' && deal.contactId ? deal.contactId : null\n  return { ok: true, ...fields, primaryChanged: fields.contactId !== before }\n}\n"],"names":["DEAL_CONTACT_ROLES_MAX","dealContactRoleFields","dealContactRolesOf","judgeDealContactRoles","dealContactRoleAddProblem","roles","contactId","some","row","length","dealContactRolesAdded","added","role","primary","map","entry","dealContactRolesWithRole","dealContactRolesSave","deal","next","picklist","judged","ok","fields","before","primaryChanged"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAGEA,sBAAsB,EACtBC,qBAAqB,EACrBC,kBAAkB,EAClBC,qBAAqB,QAChB,eAAc;AAErB;;;CAGC,GAED,sEAAsE,GACtE,OAAO,SAASC,0BACdC,KAAoC,EACpCC,SAAiB;IAEjB,IAAI,CAACA,WAAW,OAAO;IACvB,IAAID,MAAME,IAAI,CAAC,CAACC,MAAQA,IAAIF,SAAS,KAAKA,YAAY,OAAO;IAC7D,IAAID,MAAMI,MAAM,IAAIT,wBAAwB;QAC1C,OAAO,CAAC,qBAAqB,EAAEA,uBAAuB,UAAU,CAAC;IACnE;IACA,OAAO;AACT;AAEA,oGAAoG,GACpG,OAAO,SAASU,sBACdL,KAAoC,EACpCM,KAA6D;IAE7D,MAAMH,MAA0B;QAC9BF,WAAWK,MAAML,SAAS;OACtBK,MAAMC,IAAI,GAAG;QAAEA,MAAMD,MAAMC,IAAI;IAAC,IAAI,CAAC;QACzCC,SAASF,MAAME,OAAO;;IAExB,OAAO;WAAIR,MAAMS,GAAG,CAAC,CAACC,QAAWJ,MAAME,OAAO,GAAG,aAAKE;gBAAOF,SAAS;iBAAUE;QAASP;KAAI;AAC/F;AAEA,yDAAyD,GACzD,OAAO,SAASQ,yBACdX,KAAoC,EACpCC,SAAiB,EACjBM,IAAY;IAEZ,OAAOP,MAAMS,GAAG,CAAC,CAACN;QAChB,IAAIA,IAAIF,SAAS,KAAKA,WAAW,OAAOE;QACxC,OAAO;YAAEF,WAAWE,IAAIF,SAAS;WAAMM,OAAO;YAAEA;QAAK,IAAI,CAAC;YAAIC,SAASL,IAAIK,OAAO;;IACpF;AACF;AAEA;;;;;CAKC,GACD,OAAO,SAASI,qBACdC,IAAqD,EACrDC,IAAmC,EACnCC,QAAqB;IASrB,MAAMC,SAASlB,sBAAsBiB,UAAUD,MAAMjB,mBAAmBgB;IACxE,IAAIG,OAAOC,EAAE,KAAK,OAAO,OAAOD;IAChC,MAAME,SAAStB,sBAAsBoB,OAAOhB,KAAK;IACjD,MAAMmB,SAAS,OAAON,KAAKZ,SAAS,KAAK,YAAYY,KAAKZ,SAAS,GAAGY,KAAKZ,SAAS,GAAG;IACvF,OAAO;QAAEgB,IAAI;OAASC;QAAQE,gBAAgBF,OAAOjB,SAAS,KAAKkB;;AACrE"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/deal-contact-roles.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  type CrmDealContactRole,\n  type CrmPicklist,\n  DEAL_CONTACT_ROLES_MAX,\n  dealContactRoleFields,\n  dealContactRolesOf,\n  judgeDealContactRoles,\n} from '@aglyn/aglyn'\n\n/*\n * THE DEAL PAGE'S CONTACT ROLES CARD (AGL-3521), as pure functions: what\n * each edit makes of the list, and the fields one save writes.\n */\n\n/** Why a contact cannot be added to the deal, or `null` when it can. */\nexport function dealContactRoleAddProblem(\n  roles: readonly CrmDealContactRole[],\n  contactId: string,\n  noun: 'deal' | 'company' = 'deal',\n): string | null {\n  if (!contactId) return 'Pick a contact.'\n  if (roles.some((row) => row.contactId === contactId)) {\n    return `That contact is already on this ${noun}.`\n  }\n  if (roles.length >= DEAL_CONTACT_ROLES_MAX) {\n    return `A ${noun} names at most ${DEAL_CONTACT_ROLES_MAX} contacts.`\n  }\n  return null\n}\n\n/** `roles` with one contact added — as the Primary, when asked, which every other row then is not. */\nexport function dealContactRolesAdded(\n  roles: readonly CrmDealContactRole[],\n  added: { contactId: string; role?: string; primary: boolean },\n): CrmDealContactRole[] {\n  const row: CrmDealContactRole = {\n    contactId: added.contactId,\n    ...(added.role ? { role: added.role } : {}),\n    primary: added.primary,\n  }\n  return [...roles.map((entry) => (added.primary ? { ...entry, primary: false } : entry)), row]\n}\n\n/** `roles` with one contact's role set — `''` for none. */\nexport function dealContactRolesWithRole(\n  roles: readonly CrmDealContactRole[],\n  contactId: string,\n  role: string,\n): CrmDealContactRole[] {\n  return roles.map((row) => {\n    if (row.contactId !== contactId) return row\n    return { contactId: row.contactId, ...(role ? { role } : {}), primary: row.primary }\n  })\n}\n\n/**\n * What a save of the card writes: the roles judged against the org's list\n * (a contact's current role kept), `contactId` as their Primary — `null`\n * for a field the caller deletes — and whether the Primary changed, which\n * is when the name the drawer copied beside `contactId` goes stale.\n */\nexport function dealContactRolesSave(\n  deal: { contactId?: unknown; contactRoles?: unknown },\n  next: readonly CrmDealContactRole[],\n  picklist: CrmPicklist,\n):\n  | {\n      ok: true\n      contactRoles: CrmDealContactRole[]\n      contactId: string | null\n      primaryChanged: boolean\n    }\n  | { ok: false; error: string } {\n  const judged = judgeDealContactRoles(picklist, next, dealContactRolesOf(deal))\n  if (judged.ok === false) return judged\n  const fields = dealContactRoleFields(judged.roles)\n  const before = typeof deal.contactId === 'string' && deal.contactId ? deal.contactId : null\n  return { ok: true, ...fields, primaryChanged: fields.contactId !== before }\n}\n\n/**\n * What a save of a company's card writes: the roles judged against the org's\n * list. A company has no `contactId` beside them, so nothing else moves with\n * the Primary.\n */\nexport function companyContactRolesSave(\n  company: { contactRoles?: unknown },\n  next: readonly CrmDealContactRole[],\n  picklist: CrmPicklist,\n): { ok: true; contactRoles: CrmDealContactRole[] } | { ok: false; error: string } {\n  const judged = judgeDealContactRoles(picklist, next, dealContactRolesOf(company))\n  if (judged.ok === false) return judged\n  return { ok: true, contactRoles: judged.roles }\n}\n"],"names":["DEAL_CONTACT_ROLES_MAX","dealContactRoleFields","dealContactRolesOf","judgeDealContactRoles","dealContactRoleAddProblem","roles","contactId","noun","some","row","length","dealContactRolesAdded","added","role","primary","map","entry","dealContactRolesWithRole","dealContactRolesSave","deal","next","picklist","judged","ok","fields","before","primaryChanged","companyContactRolesSave","company","contactRoles"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAGEA,sBAAsB,EACtBC,qBAAqB,EACrBC,kBAAkB,EAClBC,qBAAqB,QAChB,eAAc;AAErB;;;CAGC,GAED,sEAAsE,GACtE,OAAO,SAASC,0BACdC,KAAoC,EACpCC,SAAiB,EACjBC,OAA2B,MAAM;IAEjC,IAAI,CAACD,WAAW,OAAO;IACvB,IAAID,MAAMG,IAAI,CAAC,CAACC,MAAQA,IAAIH,SAAS,KAAKA,YAAY;QACpD,OAAO,CAAC,gCAAgC,EAAEC,KAAK,CAAC,CAAC;IACnD;IACA,IAAIF,MAAMK,MAAM,IAAIV,wBAAwB;QAC1C,OAAO,CAAC,EAAE,EAAEO,KAAK,eAAe,EAAEP,uBAAuB,UAAU,CAAC;IACtE;IACA,OAAO;AACT;AAEA,oGAAoG,GACpG,OAAO,SAASW,sBACdN,KAAoC,EACpCO,KAA6D;IAE7D,MAAMH,MAA0B;QAC9BH,WAAWM,MAAMN,SAAS;OACtBM,MAAMC,IAAI,GAAG;QAAEA,MAAMD,MAAMC,IAAI;IAAC,IAAI,CAAC;QACzCC,SAASF,MAAME,OAAO;;IAExB,OAAO;WAAIT,MAAMU,GAAG,CAAC,CAACC,QAAWJ,MAAME,OAAO,GAAG,aAAKE;gBAAOF,SAAS;iBAAUE;QAASP;KAAI;AAC/F;AAEA,yDAAyD,GACzD,OAAO,SAASQ,yBACdZ,KAAoC,EACpCC,SAAiB,EACjBO,IAAY;IAEZ,OAAOR,MAAMU,GAAG,CAAC,CAACN;QAChB,IAAIA,IAAIH,SAAS,KAAKA,WAAW,OAAOG;QACxC,OAAO;YAAEH,WAAWG,IAAIH,SAAS;WAAMO,OAAO;YAAEA;QAAK,IAAI,CAAC;YAAIC,SAASL,IAAIK,OAAO;;IACpF;AACF;AAEA;;;;;CAKC,GACD,OAAO,SAASI,qBACdC,IAAqD,EACrDC,IAAmC,EACnCC,QAAqB;IASrB,MAAMC,SAASnB,sBAAsBkB,UAAUD,MAAMlB,mBAAmBiB;IACxE,IAAIG,OAAOC,EAAE,KAAK,OAAO,OAAOD;IAChC,MAAME,SAASvB,sBAAsBqB,OAAOjB,KAAK;IACjD,MAAMoB,SAAS,OAAON,KAAKb,SAAS,KAAK,YAAYa,KAAKb,SAAS,GAAGa,KAAKb,SAAS,GAAG;IACvF,OAAO;QAAEiB,IAAI;OAASC;QAAQE,gBAAgBF,OAAOlB,SAAS,KAAKmB;;AACrE;AAEA;;;;CAIC,GACD,OAAO,SAASE,wBACdC,OAAmC,EACnCR,IAAmC,EACnCC,QAAqB;IAErB,MAAMC,SAASnB,sBAAsBkB,UAAUD,MAAMlB,mBAAmB0B;IACxE,IAAIN,OAAOC,EAAE,KAAK,OAAO,OAAOD;IAChC,OAAO;QAAEC,IAAI;QAAMM,cAAcP,OAAOjB,KAAK;IAAC;AAChD"}

package/src/lib/model/settle-stage-names.d.ts

@@ -0,0 +1,25 @@
+/**
+ * @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 { CrmDealStage } from '@aglyn/aglyn';
+/**
+ * The stages as they are stored: every name trimmed, as a save writes them.
+ *
+ * Its own module because only the stage editor needs it, and everything in
+ * `deal-board-model` that a lazy surface reaches for is paid by every console
+ * page that loads the plugin.
+ */
+export declare function settleStageNames(stages: readonly CrmDealStage[]): CrmDealStage[];

package/src/lib/model/settle-stage-names.js

@@ -0,0 +1,29 @@
+/**
+ * @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 { _ as _extends } from "@swc/helpers/_/_extends";
+/**
+ * The stages as they are stored: every name trimmed, as a save writes them.
+ *
+ * Its own module because only the stage editor needs it, and everything in
+ * `deal-board-model` that a lazy surface reaches for is paid by every console
+ * page that loads the plugin.
+ */ export function settleStageNames(stages) {
+    return stages.map((stage)=>_extends({}, stage, {
+            name: stage.name.trim()
+        }));
+}
+
+//# sourceMappingURL=settle-stage-names.js.map

package/src/lib/model/settle-stage-names.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/settle-stage-names.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 type { CrmDealStage } from '@aglyn/aglyn'\n\n/**\n * The stages as they are stored: every name trimmed, as a save writes them.\n *\n * Its own module because only the stage editor needs it, and everything in\n * `deal-board-model` that a lazy surface reaches for is paid by every console\n * page that loads the plugin.\n */\nexport function settleStageNames(stages: readonly CrmDealStage[]): CrmDealStage[] {\n  return stages.map((stage) => ({ ...stage, name: stage.name.trim() }))\n}\n"],"names":["settleStageNames","stages","map","stage","name","trim"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC;AAID;;;;;;CAMC,GACD,OAAO,SAASA,iBAAiBC,MAA+B;IAC9D,OAAOA,OAAOC,GAAG,CAAC,CAACC,QAAW,aAAKA;YAAOC,MAAMD,MAAMC,IAAI,CAACC,IAAI;;AACjE"}

package/src/lib/native-nav.js

@@ -43,7 +43,7 @@
             nativeNavHubSection(scope, '/crm', 'contacts', 'Contacts', 'crm.contacts'),
             nativeNavHubSection(scope, '/crm', 'leads', 'Leads', 'crm.leads'),
             nativeNavHubSection(scope, '/crm', 'companies', 'Companies', 'crm.companies'),
-            nativeNavHubSection(scope, '/crm', 'deals', 'Deals', 'crm.deals'),
+            nativeNavHubSection(scope, '/crm', 'deals', 'Deals / Opportunities', 'crm.deals'),
             nativeNavHubSection(scope, '/crm', 'tasks', 'Tasks', 'crm.tasks'),
             nativeNavHubSection(scope, '/crm', 'reports', 'Reports', 'crm.reports'),
             nativeNavHubSection(scope, '/crm', 'fields', 'Fields', 'crm.fields'),