@koda-sl/baker-cli 0.499.0 → 0.501.0-dev.6e96f50b9

package/dist/chunk-LV24JVMZ.js.map

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+{"version":3,"sources":["../../api/src/accounts/crm.ts","../../api/src/accounts/website.ts","../../api/src/accounts/targets.ts"],"sourcesContent":["/**\n * The CRM a client sends Baker itself, for Account insights when Baker cannot\n * read the CRM (Salesforce, Pipedrive, a home-grown one).\n *\n * The client decides what Baker sees: companies and deals only, each field but\n * the id optional, and anything that names a person refused rather than\n * ignored — so a careless export cannot hand over contacts by accident.\n *\n * One judge for every door: the HTTP endpoint, the dashboard's spreadsheet\n * upload and the agent's `baker accounts crm check` all run a record through\n * `judgeCrmBatch`, so the three cannot disagree about what is accepted.\n */\n\nimport { z } from \"zod\";\nimport type { FieldSpec } from \"../event-ingest/fields\";\nimport { INGEST_MODE_HEADER, INGEST_MODES } from \"../event-ingest/mode\";\n\nexport const CRM_DEAL_STATUSES = [\"open\", \"won\", \"lost\"] as const;\nexport type CrmDealStatus = (typeof CRM_DEAL_STATUSES)[number];\n\nconst text = (max: number) => z.string().trim().max(max);\n\n/** A field the record needs, flagged so the rejection reads `missing_field` rather than `invalid_field`. */\nfunction needed(context: z.RefinementCtx, field: string, message: string): void {\n  context.addIssue({ code: \"custom\", path: [field], message, params: { missing: true } });\n}\n\n/** `2026-03-15`, with a time and a zone or without; anything looser (`March 5`, `03.04.2026`) is not taken. */\nconst ISO_INSTANT = /^(\\d{4}-\\d{2}-\\d{2})([T ]\\d{2}:\\d{2}(?::\\d{2}(?:\\.\\d+)?)?)?(Z|[+-]\\d{2}:?\\d{2})?$/;\n\n/** A day or an instant, as ISO 8601; read as UTC when it has no zone. */\nconst instantSchema = z.string().transform((value, context) => {\n  const slashed = /^(\\d{1,2})[/.](\\d{1,2})[/.](\\d{4})$/.exec(value);\n  if (slashed) {\n    const [, first, second, year] = slashed;\n    context.addIssue({\n      code: \"custom\",\n      message: `${value} could be either day first or month first — write it as ${year}-${second?.padStart(2, \"0\")}-${first?.padStart(2, \"0\")} or ${year}-${first?.padStart(2, \"0\")}-${second?.padStart(2, \"0\")}`,\n    });\n    return z.NEVER;\n  }\n  const iso = ISO_INSTANT.exec(value);\n  const ms = iso ? Date.parse(`${iso[1]}${iso[2]?.replace(\" \", \"T\") ?? \"T00:00:00\"}${iso[3] ?? \"Z\"}`) : Number.NaN;\n  if (!Number.isFinite(ms)) {\n    context.addIssue({ code: \"custom\", message: `${value} is not a date — use YYYY-MM-DD or an ISO 8601 time` });\n    return z.NEVER;\n  }\n  return new Date(ms).toISOString();\n});\n\nconst amountSchema = z.union([z.number(), z.string().trim()]).transform((value, context) => {\n  const amount = typeof value === \"number\" ? value : Number(value);\n  if (!Number.isFinite(amount) || amount < 0 || (typeof value === \"string\" && value === \"\")) {\n    context.addIssue({ code: \"custom\", message: `${value} is not an amount — send a number like 12000.50` });\n    return z.NEVER;\n  }\n  return amount;\n});\n\nconst companyFields = z.strictObject({\n  id: text(128).optional(),\n  name: text(300).optional(),\n  domain: text(253).optional(),\n  linkedinPage: text(300).optional(),\n  deleted: z.boolean().optional(),\n});\n\n/**\n * A company is known by its CRM id — or, for a plain list of target companies\n * with no CRM behind it, by its website or LinkedIn page, which Baker turns\n * into the id (`domain:acme.com`) a deal sent with that website files under.\n */\nconst companySchema = companyFields.superRefine((company, context) => {\n  if (company.id || company.domain || company.linkedinPage) return;\n  needed(context, \"id\", \"needed — or the company's website or LinkedIn page, to know it by\");\n});\n\nconst dealFields = z.strictObject({\n  id: text(128).min(1),\n  companyId: text(128).optional(),\n  companyDomain: text(253).optional(),\n  /** The company's name, for a deal sent with `companyDomain` and no company of its own. */\n  companyName: text(300).optional(),\n  /** The company's LinkedIn page, likewise — the surest match of all. */\n  companyLinkedinPage: text(300).optional(),\n  name: text(300).optional(),\n  amount: amountSchema.nullable().optional(),\n  currency: z\n    .string()\n    .trim()\n    .regex(/^[A-Za-z]{3}$/, \"use a three-letter currency code like EUR\")\n    .transform((code) => code.toUpperCase())\n    .optional(),\n  pipeline: text(128).optional(),\n  stage: text(128).optional(),\n  status: z.enum(CRM_DEAL_STATUSES).optional(),\n  createdAt: instantSchema.optional(),\n  closedAt: instantSchema.nullable().optional(),\n  deleted: z.boolean().optional(),\n});\n\n/**\n * A deal is dated by when it was created (the pipeline it joined) and, once\n * won or lost, by when it closed (the revenue it became). A deletion needs\n * only its id.\n */\nconst dealSchema = dealFields.superRefine((deal, context) => {\n  if (deal.deleted === true) return;\n  if (deal.createdAt === undefined) needed(context, \"createdAt\", \"needed — the day the deal was created\");\n  if ((deal.status === \"won\" || deal.status === \"lost\") && !deal.closedAt) {\n    needed(context, \"closedAt\", \"needed when status is won or lost\");\n  }\n});\n\nexport interface CrmCompanyInput {\n  /** Empty when the company was sent without one: the store knows it by its website or LinkedIn page. */\n  id: string;\n  name: string;\n  domain: string;\n  linkedinPage: string;\n  deleted: boolean;\n}\n\nexport interface CrmDealInput {\n  id: string;\n  companyId: string;\n  companyDomain: string;\n  companyName: string;\n  companyLinkedinPage: string;\n  name: string;\n  amount: number | null;\n  currency: string;\n  pipeline: string;\n  stage: string;\n  status: CrmDealStatus | null;\n  createdAt: string | null;\n  closedAt: string | null;\n  deleted: boolean;\n}\n\nexport const CRM_REJECTION_CODES = [\"personal_data\", \"unknown_field\", \"missing_field\", \"invalid_field\"] as const;\nexport type CrmRejectionCode = (typeof CRM_REJECTION_CODES)[number];\n\nexport interface CrmRejection {\n  kind: \"company\" | \"deal\";\n  index: number;\n  id: string;\n  code: CrmRejectionCode;\n  message: string;\n}\n\nexport interface JudgedCrmBatch {\n  companies: CrmCompanyInput[];\n  deals: CrmDealInput[];\n  rejected: CrmRejection[];\n}\n\nconst PERSON_FIELD = /e-?mail|phone|mobile|first_?name|last_?name|full_?name|contact|person|owner|address|birth/i;\nconst EMAIL_IN_TEXT = /[^\\s@]+@[^\\s@]+\\.[^\\s@]+/;\n\nconst FIELDS = {\n  company: Object.keys(companyFields.shape),\n  deal: Object.keys(dealFields.shape),\n} as const;\n\n/** A person in the record: a field named for one, or an email address in any value. */\nfunction personIn(raw: unknown): string | null {\n  if (raw === null || typeof raw !== \"object\") return null;\n  for (const [field, value] of Object.entries(raw)) {\n    if (PERSON_FIELD.test(field)) return `${field} names a person — Baker takes companies and deals, never people`;\n    if (typeof value === \"string\" && EMAIL_IN_TEXT.test(value)) {\n      return `${field} holds an email address — Baker takes companies and deals, never people`;\n    }\n  }\n  return null;\n}\n\nfunction issueMessage(issue: z.core.$ZodIssue): string {\n  const field = issue.path.join(\".\");\n  return field === \"\" ? issue.message : `${field}: ${issue.message}`;\n}\n\nfunction rejectionFor(\n  kind: \"company\" | \"deal\",\n  issues: readonly z.core.$ZodIssue[],\n): Pick<CrmRejection, \"code\" | \"message\"> {\n  const unknown = issues.find((issue) => issue.code === \"unrecognized_keys\");\n  if (unknown && unknown.code === \"unrecognized_keys\") {\n    return {\n      code: \"unknown_field\",\n      message: `unknown field ${unknown.keys.join(\", \")} — send only ${FIELDS[kind].join(\", \")}`,\n    };\n  }\n  const missing = issues.find(\n    (issue) =>\n      (issue.code === \"invalid_type\" && issue.input === undefined) ||\n      (issue.code === \"custom\" && issue.params?.missing === true),\n  );\n  return {\n    code: missing ? \"missing_field\" : \"invalid_field\",\n    message: issues.map(issueMessage).join(\"; \"),\n  };\n}\n\nfunction recordId(raw: unknown): string {\n  const id = (raw as { id?: unknown } | null)?.id;\n  return typeof id === \"string\" ? id : \"\";\n}\n\nfunction judgeRecord<T>(\n  kind: \"company\" | \"deal\",\n  schema: z.ZodType<T>,\n  raw: unknown,\n  index: number,\n  rejected: CrmRejection[],\n): T | null {\n  const base = { kind, index, id: recordId(raw) };\n  const person = personIn(raw);\n  if (person !== null) {\n    rejected.push({ ...base, code: \"personal_data\", message: person });\n    return null;\n  }\n  const parsed = schema.safeParse(raw);\n  if (!parsed.success) {\n    rejected.push({ ...base, ...rejectionFor(kind, parsed.error.issues) });\n    return null;\n  }\n  return parsed.data;\n}\n\n/** Each record on its own: one bad row is named in `rejected`, and the rest are kept. */\nexport function judgeCrmBatch(batch: { companies?: readonly unknown[]; deals?: readonly unknown[] }): JudgedCrmBatch {\n  const judged: JudgedCrmBatch = { companies: [], deals: [], rejected: [] };\n  (batch.companies ?? []).forEach((raw, index) => {\n    const company = judgeRecord(\"company\", companySchema, raw, index, judged.rejected);\n    if (company === null) return;\n    judged.companies.push({\n      id: company.id ?? \"\",\n      name: company.name ?? \"\",\n      domain: company.domain ?? \"\",\n      linkedinPage: company.linkedinPage ?? \"\",\n      deleted: company.deleted === true,\n    });\n  });\n  (batch.deals ?? []).forEach((raw, index) => {\n    const deal = judgeRecord(\"deal\", dealSchema, raw, index, judged.rejected);\n    if (deal === null) return;\n    judged.deals.push({\n      id: deal.id,\n      companyId: deal.companyId ?? \"\",\n      companyDomain: deal.companyDomain ?? \"\",\n      companyName: deal.companyName ?? \"\",\n      companyLinkedinPage: deal.companyLinkedinPage ?? \"\",\n      name: deal.name ?? \"\",\n      amount: deal.amount ?? null,\n      currency: deal.currency ?? \"\",\n      pipeline: deal.pipeline ?? \"\",\n      stage: deal.stage ?? \"\",\n      status: deal.status ?? null,\n      createdAt: deal.createdAt ?? null,\n      closedAt: deal.closedAt ?? null,\n      deleted: deal.deleted === true,\n    });\n  });\n  return judged;\n}\n\n/**\n * A CSV's separator, read off its header: Excel writes `;` where the decimal\n * mark is a comma, and parsing with several at once would split `12.000,50`.\n */\nexport function sheetDelimiter(text: string): \",\" | \";\" | \"\\t\" {\n  const header = text.split(/\\r?\\n/, 1)[0] ?? \"\";\n  const count = (mark: string) => header.split(mark).length - 1;\n  return ([\",\", \";\", \"\\t\"] as const).reduce((best, mark) => (count(mark) > count(best) ? mark : best), \",\");\n}\n\n/**\n * A spreadsheet amount as the contract takes it: `12,000.50`, `12.000,50` and\n * `12 000` all read as the number they mean — the last separator is the\n * decimal point unless exactly three digits follow it, every other one groups\n * thousands. A linked sheet hands over the raw number a formula left\n * (`110.00000000000001`, `1.5e+21`), which keeps its decimals.\n */\nfunction sheetAmount(cell: string): string {\n  if (/^-?\\d+(\\.\\d+)?e[+-]?\\d+$/i.test(cell)) return cell;\n  const compact = cell.replace(/[\\s\\u00a0]/g, \"\").replace(/[^\\d.,-]/g, \"\");\n  const decimal = /[.,](\\d{1,2}|\\d{4,})$/.exec(compact);\n  if (!decimal) return compact.replace(/[.,]/g, \"\");\n  const whole = compact.slice(0, decimal.index).replace(/[.,]/g, \"\");\n  return `${whole}.${decimal[1]}`;\n}\n\n/** What a spreadsheet holds: one row per deal, or one row per company (an accounts export, a target list). */\nexport type CrmSheetKind = \"deals\" | \"companies\";\n\n/**\n * How much a column matters, in the words a sheet's reader is told: a row\n * without a required one is refused or can never count; a recommended one\n * makes the numbers worth reading; an optional one only labels.\n */\nexport type CrmSheetColumnNeed = \"required\" | \"recommended\" | \"optional\";\n\nexport interface CrmSheetColumn<Field extends string = string> {\n  /** The header Baker's templates and the sheets it creates use; a column headed exactly so is read without asking. */\n  header: string;\n  /** The record field it fills. */\n  field: Field;\n  need: CrmSheetColumnNeed;\n  /** What goes in it, in a line. */\n  takes: string;\n  /** The condition on a requirement — \"or Company LinkedIn\" — when it is not absolute. */\n  note?: string;\n  example: string;\n  /** A second example row: a closed deal, or a company without an id. */\n  example2?: string;\n}\n\n/**\n * Every column a hand-kept sheet has, required ones first — the one list the\n * upload's and the linked sheet's column guides, the templates and the sheet\n * Baker creates are all drawn from, so none of them can disagree about what\n * is needed.\n */\nexport const CRM_SHEET_COLUMNS: {\n  readonly deals: readonly CrmSheetColumn<CrmColumnField>[];\n  readonly companies: readonly CrmSheetColumn<CrmCompanyField>[];\n} = {\n  deals: [\n    {\n      header: \"Deal ID\",\n      field: \"id\",\n      need: \"required\",\n      takes: \"Your CRM's id for the deal. The same id again updates the row instead of adding one.\",\n      example: \"deal-001\",\n      example2: \"deal-002\",\n    },\n    {\n      header: \"Created date\",\n      field: \"createdAt\",\n      need: \"required\",\n      takes: \"The day the deal was created, like 2026-06-15. It dates the deal as pipeline.\",\n      example: \"2026-06-15\",\n      example2: \"2026-02-01\",\n    },\n    {\n      header: \"Website\",\n      field: \"companyDomain\",\n      need: \"required\",\n      takes:\n        \"The website of the deal's company, like acme.com. It is how Baker finds the company among those your ads reached.\",\n      note: \"or Company LinkedIn\",\n      example: \"acme.com\",\n      example2: \"globex.com\",\n    },\n    {\n      header: \"Amount\",\n      field: \"amount\",\n      need: \"recommended\",\n      takes: \"The deal's value, like 24000. Without it the deal counts but adds no value.\",\n      example: \"24000\",\n      example2: \"8000\",\n    },\n    {\n      header: \"Currency\",\n      field: \"currency\",\n      need: \"recommended\",\n      takes: \"Three letters: EUR, USD, GBP…\",\n      example: \"EUR\",\n      example2: \"EUR\",\n    },\n    {\n      header: \"Status\",\n      field: \"status\",\n      need: \"recommended\",\n      takes: \"open, won or lost. Without it, you choose which stages mean won and lost.\",\n      example: \"open\",\n      example2: \"won\",\n    },\n    {\n      header: \"Close date\",\n      field: \"closedAt\",\n      need: \"recommended\",\n      takes: \"The day it was won or lost. Needed once Status is won or lost.\",\n      example: \"\",\n      example2: \"2026-04-20\",\n    },\n    {\n      header: \"Company\",\n      field: \"companyName\",\n      need: \"optional\",\n      takes: \"The company's name, as the Accounts screen shows it.\",\n      example: \"Acme Inc\",\n      example2: \"Globex\",\n    },\n    {\n      header: \"Company LinkedIn\",\n      field: \"companyLinkedinPage\",\n      need: \"optional\",\n      takes: \"The company's LinkedIn page. The surest match of all, and enough without a Website.\",\n      example: \"https://www.linkedin.com/company/acme-inc\",\n      example2: \"\",\n    },\n    {\n      header: \"Deal name\",\n      field: \"name\",\n      need: \"optional\",\n      takes: \"The deal's name.\",\n      example: \"Acme annual plan\",\n      example2: \"Globex pilot\",\n    },\n    {\n      header: \"Pipeline\",\n      field: \"pipeline\",\n      need: \"optional\",\n      takes: \"Its pipeline, if you use several.\",\n      example: \"Sales\",\n      example2: \"Sales\",\n    },\n    {\n      header: \"Stage\",\n      field: \"stage\",\n      need: \"optional\",\n      takes: \"Its stage.\",\n      example: \"Proposal\",\n      example2: \"Closed Won\",\n    },\n  ],\n  companies: [\n    {\n      header: \"Website\",\n      field: \"domain\",\n      need: \"required\",\n      takes: \"The company's website, like acme.com. It is how Baker finds the company among those your ads reached.\",\n      note: \"or LinkedIn page\",\n      example: \"acme.com\",\n      example2: \"globex.com\",\n    },\n    {\n      header: \"Company name\",\n      field: \"name\",\n      need: \"recommended\",\n      takes: \"The company's name, as the Accounts screen shows it.\",\n      example: \"Acme Inc\",\n      example2: \"Globex\",\n    },\n    {\n      header: \"LinkedIn page\",\n      field: \"linkedinPage\",\n      need: \"optional\",\n      takes: \"The company's LinkedIn page. The surest match of all, and enough without a Website.\",\n      example: \"https://www.linkedin.com/company/acme-inc\",\n      example2: \"\",\n    },\n    {\n      header: \"Company ID\",\n      field: \"id\",\n      need: \"optional\",\n      takes: \"Your CRM's id for the company. Only needed when your deals name their company by this id.\",\n      example: \"acct-001\",\n      example2: \"\",\n    },\n  ],\n};\n\nfunction sheetTemplate(columns: readonly CrmSheetColumn[]): string {\n  return [\n    columns.map((column) => column.header).join(\",\"),\n    columns.map((column) => column.example).join(\",\"),\n    columns.map((column) => column.example2 ?? \"\").join(\",\"),\n    \"\",\n  ].join(\"\\n\");\n}\n\n/** A sheet to fill in, for a client exporting by hand: every column Baker reads, and two example rows. */\nexport const CRM_SHEET_TEMPLATE = sheetTemplate(CRM_SHEET_COLUMNS.deals);\n\n/**\n * A company list to fill in: a CRM's accounts, or simply the companies the\n * client sells to. The id is optional — a company without one is known by its\n * website, so a deals sheet naming the same website lands on it.\n */\nexport const CRM_COMPANY_SHEET_TEMPLATE = sheetTemplate(CRM_SHEET_COLUMNS.companies);\n\nexport interface CrmSheet {\n  kind: CrmSheetKind;\n  batch: { companies?: Array<Record<string, string>>; deals?: Array<Record<string, string>> };\n  /** Columns the sheet has that Baker does not take — left behind, never sent. */\n  ignoredColumns: string[];\n}\n\nconst DATE_FIELDS = new Set([\"createdAt\", \"closedAt\"]);\nconst SLASHED_DAY = /^(\\d{1,2})[/.](\\d{1,2})[/.](\\d{4})$/;\n/** Google Sheets' and Excel's day count starts here: 1 is 31 December 1899. */\nconst SHEET_EPOCH_MS = Date.UTC(1899, 11, 30);\nconst DAY_MS = 86_400_000;\n\n/** How a column writes `12/03/2026`: told by any day past 12 in it; null while every one could be either. */\nfunction slashOrder(cells: readonly string[]): \"dmy\" | \"mdy\" | null {\n  for (const cell of cells) {\n    const parts = SLASHED_DAY.exec(cell);\n    if (!parts) continue;\n    if (Number(parts[1]) > 12) return \"dmy\";\n    if (Number(parts[2]) > 12) return \"mdy\";\n  }\n  return null;\n}\n\n/**\n * A spreadsheet's day as the contract takes it: a Sheets or Excel day number\n * (46096, what a date cell holds) or `15/03/2026` / `03/15/2026`, read the way\n * the rest of its column shows. A column whose every day could be either is\n * left as written, and the judge asks for YYYY-MM-DD.\n */\nfunction sheetDate(cell: string, order: \"dmy\" | \"mdy\" | null): string {\n  if (/^\\d{5}(\\.\\d+)?$/.test(cell)) {\n    return new Date(SHEET_EPOCH_MS + Math.round(Number(cell) * DAY_MS)).toISOString().slice(0, 10);\n  }\n  const parts = SLASHED_DAY.exec(cell);\n  if (!parts || order === null) return cell;\n  const [, first = \"\", second = \"\", year] = parts;\n  const [day, month] = order === \"dmy\" ? [first, second] : [second, first];\n  return `${year}-${month.padStart(2, \"0\")}-${day.padStart(2, \"0\")}`;\n}\n\nfunction sheetCell(field: string, cell: string, order: \"dmy\" | \"mdy\" | null): string {\n  if (field === \"amount\") return sheetAmount(cell);\n  if (field === \"status\") return cell.toLowerCase();\n  if (DATE_FIELDS.has(field)) return sheetDate(cell, order);\n  return cell;\n}\n\nfunction sheetRecords(\n  rows: ReadonlyArray<Record<string, string>>,\n  columns: Readonly<Record<string, string>>,\n): Array<Record<string, string>> {\n  const cells = (field: string) =>\n    rows.flatMap((row) =>\n      Object.entries(row)\n        .filter(([column]) => columns[column] === field)\n        .map(([, cell]) => String(cell ?? \"\").trim()),\n    );\n  const order = slashOrder([...DATE_FIELDS].flatMap(cells));\n  return rows.map((row) => {\n    const record: Record<string, string> = {};\n    for (const [column, raw] of Object.entries(row)) {\n      const field = columns[column];\n      const cell = String(raw ?? \"\").trim();\n      if (field === undefined || cell === \"\" || record[field] !== undefined) continue;\n      record[field] = sheetCell(field, cell, order);\n    }\n    return record;\n  });\n}\n\n/** Every header a sheet's rows carry, in order. */\nexport function sheetHeaders(rows: ReadonlyArray<Record<string, string>>): string[] {\n  return [...new Set(rows.flatMap((row) => Object.keys(row)))];\n}\n\n/** Cells shown beside a header when what it holds is asked: the first few different ones, which stay put as rows are added. */\nconst SAMPLES_PER_COLUMN = 3;\n\n/** Each column with a few of its cells, so a header in any wording can be read by what it holds. */\nexport function sheetColumnSamples(\n  rows: ReadonlyArray<Record<string, string>>,\n): Array<{ header: string; samples: string[] }> {\n  return sheetHeaders(rows).map((header) => {\n    const samples: string[] = [];\n    for (const row of rows) {\n      const cell = String(row[header] ?? \"\").trim();\n      if (cell !== \"\" && !samples.includes(cell)) samples.push(cell);\n      if (samples.length === SAMPLES_PER_COLUMN) break;\n    }\n    return { header, samples };\n  });\n}\n\n/**\n * A column's meaning, in a deal's fields — the words any sheet's columns are\n * read in, a company list's included: a company list's columns are the deal's\n * company fields (`companyDomain` is its `domain`).\n */\nexport const CRM_COLUMN_FIELDS = [\n  \"id\",\n  \"name\",\n  \"companyId\",\n  \"companyName\",\n  \"companyDomain\",\n  \"companyLinkedinPage\",\n  \"amount\",\n  \"currency\",\n  \"pipeline\",\n  \"stage\",\n  \"status\",\n  \"createdAt\",\n  \"closedAt\",\n] as const satisfies readonly (keyof z.infer<typeof dealFields>)[];\nexport type CrmColumnField = (typeof CRM_COLUMN_FIELDS)[number];\nexport type CrmCompanyField = Exclude<keyof z.infer<typeof companyFields>, \"deleted\">;\n\n/** What a sheet holds and the field each column fills; a column not in `columns` is left behind. */\nexport interface CrmColumnReading {\n  kind: CrmSheetKind;\n  /** Header → the field of `kind`'s record it fills. */\n  columns: Readonly<Record<string, string>>;\n}\n\n/** A company's field as a deal names it. */\nconst COMPANY_AS_DEAL: Readonly<Record<CrmCompanyField, CrmColumnField>> = {\n  id: \"companyId\",\n  name: \"companyName\",\n  domain: \"companyDomain\",\n  linkedinPage: \"companyLinkedinPage\",\n};\nconst COMPANY_FIELD: Partial<Record<CrmColumnField, CrmCompanyField>> = {\n  companyId: \"id\",\n  companyName: \"name\",\n  companyDomain: \"domain\",\n  companyLinkedinPage: \"linkedinPage\",\n};\n\n/** Fields only a deal has: a sheet with any of them holds deals. A created date does not decide it — companies have one too. */\nconst DEAL_ONLY: ReadonlySet<CrmColumnField> = new Set([\n  \"id\",\n  \"name\",\n  \"amount\",\n  \"pipeline\",\n  \"stage\",\n  \"status\",\n  \"closedAt\",\n]);\n\n/** Baker's own names for a column, compared without case, spaces or punctuation — but with every letter, in any script. */\nconst headerKey = (header: string) => header.toLowerCase().replace(/[^\\p{L}\\p{N}]/gu, \"\");\n\n/** `id` and `name` are both records' own fields, so a column called just that is the deal's or the company's by what the sheet holds. */\nconst SHARED_NAMES: ReadonlySet<string> = new Set([\"id\", \"name\"]);\nconst isSharedName = (header: string) => SHARED_NAMES.has(headerKey(header));\n\n/**\n * The headers that are Baker's own contract strings — a template's header\n * (\"Deal ID\", \"Created date\") or a field's name (\"createdAt\", \"domain\") — and\n * what they mean. Not a list of the names CRMs give columns: every other\n * header is read by what it says and holds (`mapCrmColumns` in the backend).\n */\nconst EXACT: ReadonlyMap<string, CrmColumnField> = new Map<string, CrmColumnField>([\n  ...CRM_COLUMN_FIELDS.map((field): [string, CrmColumnField] => [headerKey(field), field]),\n  [headerKey(\"domain\"), \"companyDomain\"],\n  [headerKey(\"linkedinPage\"), \"companyLinkedinPage\"],\n  ...CRM_SHEET_COLUMNS.deals.map((column): [string, CrmColumnField] => [headerKey(column.header), column.field]),\n  ...CRM_SHEET_COLUMNS.companies.map((column): [string, CrmColumnField] => [\n    headerKey(column.header),\n    COMPANY_AS_DEAL[column.field],\n  ]),\n]);\n\n/** The headers that are Baker's own names, and the field each means; every other header is absent. */\nexport function exactCrmColumns(headers: readonly string[]): Record<string, CrmColumnField> {\n  const meanings: Record<string, CrmColumnField> = {};\n  for (const header of headers) {\n    const field = EXACT.get(headerKey(header));\n    if (field !== undefined) meanings[header] = field;\n  }\n  return meanings;\n}\n\n/**\n * Deals or companies, and each column's field in that record, from what each\n * column means: deals when any column is a field only a deal has, or as\n * `kind` says. A meaning the record has no field for (a deal's amount in a\n * company list) leaves its column behind.\n */\nexport function crmColumnReading(\n  meanings: Readonly<Record<string, CrmColumnField>>,\n  kind?: CrmSheetKind,\n): CrmColumnReading {\n  const entries = Object.entries(meanings);\n  const read =\n    kind ?? (entries.some(([header, field]) => DEAL_ONLY.has(field) && !isSharedName(header)) ? \"deals\" : \"companies\");\n  const columns: Record<string, string> = {};\n  for (const [header, field] of entries) {\n    const target = read === \"deals\" ? field : isSharedName(header) ? field : COMPANY_FIELD[field];\n    if (target !== undefined) columns[header] = target;\n  }\n  return { kind: read, columns };\n}\n\n/**\n * A spreadsheet from any CRM — a deals export or a company list — as a batch\n * the judge reads, each column filling the field `reading` gives it. Without\n * one, or with only a kind, only Baker's own headers are read. Every other\n * column is left behind, so a sheet with owners' emails in it sends no email.\n */\nexport function crmBatchFromSheet(\n  rows: ReadonlyArray<Record<string, string>>,\n  reading?: CrmColumnReading | CrmSheetKind,\n): CrmSheet {\n  const headers = sheetHeaders(rows);\n  const { kind, columns } = typeof reading === \"object\" ? reading : crmColumnReading(exactCrmColumns(headers), reading);\n  const records = sheetRecords(rows, columns);\n  return {\n    kind,\n    batch: kind === \"deals\" ? { deals: records } : { companies: records },\n    ignoredColumns: headers.filter((header) => columns[header] === undefined),\n  };\n}\n\n// ---------------------------------------------------------------------------\n// The wire: where a client's system sends, and what it hears back\n// ---------------------------------------------------------------------------\n\nexport const CRM_PUSH_PATH = \"/v1/accounts/crm\";\n\n/** Companies and deals together, per request. */\nexport const CRM_PUSH_BATCH_MAX = 500;\n\n/** The address to show a developer: the branded host when there is one, the Convex site otherwise. */\nexport function crmPushUrl(brandedUrl: string | undefined, convexSiteUrl: string): string {\n  return `${(brandedUrl || convexSiteUrl).replace(/\\/$/, \"\")}${CRM_PUSH_PATH}`;\n}\n\n/**\n * The body's structure only; every record is judged on its own by\n * `judgeCrmBatch`, so one bad row never takes the batch down.\n */\nexport const crmPushRequestSchema = z\n  .strictObject({\n    companies: z.array(z.unknown()).optional(),\n    deals: z.array(z.unknown()).optional(),\n  })\n  .refine((body) => (body.companies?.length ?? 0) + (body.deals?.length ?? 0) > 0, {\n    message: \"send at least one company or deal\",\n  })\n  .refine((body) => (body.companies?.length ?? 0) + (body.deals?.length ?? 0) <= CRM_PUSH_BATCH_MAX, {\n    message: `at most ${CRM_PUSH_BATCH_MAX} companies and deals per request — split the batch`,\n  });\nexport type CrmPushRequest = z.infer<typeof crmPushRequestSchema>;\n\nexport const crmRejectionSchema = z.object({\n  kind: z.enum([\"company\", \"deal\"]),\n  index: z.number().int().nonnegative(),\n  id: z.string(),\n  code: z.enum(CRM_REJECTION_CODES),\n  message: z.string(),\n});\n\nexport const crmPushResponseSchema = z.object({\n  /** Echoed from `X-Baker-Mode`: a `test` request is judged in full and stores nothing. */\n  mode: z.enum(INGEST_MODES),\n  received: z.object({ companies: z.number().int(), deals: z.number().int() }),\n  /** Passed the checks: stored in a live send, only judged in a test. */\n  accepted: z.object({ companies: z.number().int(), deals: z.number().int() }),\n  deleted: z.object({ companies: z.number().int(), deals: z.number().int() }),\n  rejected: z.array(crmRejectionSchema),\n});\nexport type CrmPushResponse = z.infer<typeof crmPushResponseSchema>;\n\n/** What a sent CRM holds now, per pipeline and stage — what the setup shows and won/lost is chosen from. */\nexport const crmContentsSchema = z.object({\n  companies: z.number().int(),\n  deals: z.number().int(),\n  stages: z.array(\n    z.object({\n      pipeline: z.string(),\n      stage: z.string(),\n      deals: z.number().int(),\n      /** Sent as `status: won`. */\n      won: z.number().int(),\n      /** Sent as `status: lost`. */\n      lost: z.number().int(),\n    }),\n  ),\n});\nexport type CrmContents = z.infer<typeof crmContentsSchema>;\n\n/** How a send arrived: their system posting, a person's upload, or a linked Google Sheet Baker read. */\nexport const CRM_SEND_VIAS = [\"api\", \"upload\", \"sheet\"] as const;\nexport type CrmSendVia = (typeof CRM_SEND_VIAS)[number];\n\nexport const crmPushSummarySchema = z.object({\n  at: z.number(),\n  via: z.enum(CRM_SEND_VIAS),\n  companies: z.number().int(),\n  deals: z.number().int(),\n  deleted: z.number().int(),\n  rejected: z.number().int(),\n  samples: z.array(\n    z.object({ kind: z.enum([\"company\", \"deal\"]), id: z.string(), code: z.string(), message: z.string() }),\n  ),\n});\n\n/** A linked sheet's address in Google Sheets. */\nexport const spreadsheetUrl = (spreadsheetId: string) =>\n  `https://docs.google.com/spreadsheets/d/${encodeURIComponent(spreadsheetId)}/edit`;\n\n/**\n * A Google Sheet the client linked: Baker reads it again every night and when\n * asked, and it is the whole truth for what it brought — a row gone from the\n * sheet is gone from Baker.\n */\nexport const crmSheetLinkSchema = z.object({\n  id: z.string(),\n  spreadsheetName: z.string(),\n  /** Where the sheet opens — for a person, or a scenario that writes its rows. */\n  url: z.string().optional(),\n  tab: z.string(),\n  kind: z.enum([\"deals\", \"companies\"]),\n  lastRead: z\n    .object({\n      at: z.number(),\n      ok: z.boolean(),\n      companies: z.number().int(),\n      deals: z.number().int(),\n      /** Records the sheet no longer has, removed from Baker. */\n      removed: z.number().int(),\n      rejected: z.number().int(),\n      /** Why the read failed or what was held back, in words. */\n      message: z.string().optional(),\n    })\n    .nullable(),\n});\nexport type CrmSheetLink = z.infer<typeof crmSheetLinkSchema>;\n\n/** Linked sheets per company; each read is one Google request and a store write. */\nexport const CRM_SHEET_LINKS_MAX = 5;\n\n/** `baker accounts crm status`: where deals come from, what arrived last, what the store holds. */\nexport const accountsCrmStatusResponseSchema = z.object({\n  ok: z.literal(true),\n  data: z.object({\n    /**\n     * Always true, for CLIs from when Account insights was a per-company\n     * switch: they read its absence as \"switched off\". Drop it once no\n     * Runtime runs one of them.\n     */\n    enabled: z.literal(true).optional(),\n    /** `hubspot` (Baker reads it), `api` (the client sends it), or null before anyone chose. */\n    source: z.enum([\"hubspot\", \"api\"]).nullable(),\n    /** Where a client's system sends. */\n    url: z.string(),\n    lastLive: crmPushSummarySchema.nullable(),\n    lastTest: crmPushSummarySchema.nullable(),\n    /** Google Sheets Baker reads every night, with how the last read went. */\n    sheets: z.array(crmSheetLinkSchema),\n    /** What the sent CRM holds; null unless the source is `api`. */\n    contents: crmContentsSchema.nullable(),\n  }),\n});\nexport type AccountsCrmStatusResponse = z.infer<typeof accountsCrmStatusResponseSchema>;\n\n/** `baker accounts crm sheet`: the deals sheet for LinkedIn's Account insights, made in the client's Google Drive. */\nexport const accountsCrmSheetRequestSchema = z.object({\n  /** The Google Drive connection to make it with, when the company has more than one. */\n  account: z.string().optional(),\n});\nexport type AccountsCrmSheetRequest = z.infer<typeof accountsCrmSheetRequestSchema>;\n\nexport const accountsCrmSheetResponseSchema = z.object({\n  ok: z.literal(true),\n  data: z.object({\n    /** False when the company already had the sheet: it is handed back, never made twice. */\n    created: z.boolean(),\n    spreadsheetName: z.string(),\n    url: z.string(),\n    tabs: z.array(z.string()),\n  }),\n});\nexport type AccountsCrmSheetResponse = z.infer<typeof accountsCrmSheetResponseSchema>;\n\n/** What the curl sends: one company, one deal of it — the shortest body that reads as a real one. */\nexport const CRM_PUSH_EXAMPLE = {\n  companies: [{ id: \"acct-001\", name: \"Acme Inc\", domain: \"acme.com\", linkedinPage: \"acme-inc\" }],\n  deals: [\n    {\n      id: \"deal-001\",\n      companyId: \"acct-001\",\n      name: \"Acme — annual plan\",\n      amount: 24000,\n      currency: \"EUR\",\n      stage: \"Proposal\",\n      status: \"open\",\n      createdAt: \"2026-06-15\",\n    },\n  ],\n} as const;\n\nconst MODE_HINT = `\\n# Check it first: add -H '${INGEST_MODE_HEADER}: test' — judged the same way, nothing stored.`;\n\nexport function crmPushCurl(url: string, apiKey: string): string {\n  return (\n    [\n      `curl -X POST ${url} \\\\`,\n      `  -H 'Authorization: Bearer ${apiKey}' \\\\`,\n      `  -H 'Content-Type: application/json' \\\\`,\n      `  -d '${JSON.stringify(CRM_PUSH_EXAMPLE)}'`,\n    ].join(\"\\n\") + MODE_HINT\n  );\n}\n\nconst PEOPLE_NOTE = \"Anything naming a person — a contact, an owner, an email or phone — is refused, never stored.\";\n\nexport const CRM_COMPANY_FIELDS: readonly FieldSpec[] = [\n  {\n    name: \"id\",\n    need: \"conditional\",\n    takes: \"Your CRM's id for the company (1–128 characters).\",\n    note: \"Without one, Baker knows the company by its domain (or LinkedIn page) — fine for a plain list of target companies.\",\n  },\n  { name: \"name\", need: \"optional\", takes: \"The company's name, as the Accounts screen shows it.\" },\n  {\n    name: \"domain\",\n    need: \"optional\",\n    takes: \"Its website — acme.com or https://www.acme.com both work.\",\n    note: \"The main way a company is matched to the LinkedIn companies your ads reached. Send it whenever you have it.\",\n  },\n  {\n    name: \"linkedinPage\",\n    need: \"optional\",\n    takes: \"Its LinkedIn page: the URL or the part after /company/.\",\n    note: \"The surest match of all when the website is shared or missing.\",\n  },\n  { name: \"deleted\", need: \"optional\", takes: \"true to remove a company sent before. Only the id is needed.\" },\n];\n\nexport const CRM_DEAL_FIELDS: readonly FieldSpec[] = [\n  {\n    name: \"id\",\n    need: \"required\",\n    takes: \"Your CRM's id for the deal (1–128 characters). Sending it again updates it.\",\n  },\n  {\n    name: \"createdAt\",\n    need: \"required\",\n    takes: \"The day it was created: 2026-06-15 or an ISO 8601 time.\",\n    note: \"What dates it as pipeline.\",\n  },\n  {\n    name: \"companyId\",\n    need: \"conditional\",\n    takes: \"The id of its company, as sent in companies.\",\n    note: \"Or send companyDomain (and companyName) instead and skip companies altogether. Use one way consistently. A deal with neither is kept but cannot be influenced.\",\n  },\n  { name: \"companyDomain\", need: \"conditional\", takes: \"Its company's website, when you send no companies.\" },\n  { name: \"companyName\", need: \"optional\", takes: \"Its company's name, with companyDomain.\" },\n  {\n    name: \"companyLinkedinPage\",\n    need: \"optional\",\n    takes: \"Its company's LinkedIn page, with companyDomain: the surest match.\",\n  },\n  { name: \"name\", need: \"optional\", takes: \"The deal's name.\" },\n  {\n    name: \"amount\",\n    need: \"optional\",\n    takes: 'Its value: 24000 or \"24000.00\". Left out, the deal counts but adds no value.',\n  },\n  { name: \"currency\", need: \"optional\", takes: \"Three letters: EUR, USD, GBP…\" },\n  { name: \"pipeline\", need: \"optional\", takes: \"Its pipeline's name or id, if you use several.\" },\n  { name: \"stage\", need: \"optional\", takes: \"Its stage's name or id.\" },\n  {\n    name: \"status\",\n    need: \"optional\",\n    takes: \"open, won or lost.\",\n    note: \"Send it and Baker needs nothing else to tell won from lost. Without it, choose which stages mean won and lost in Measure → Accounts.\",\n  },\n  {\n    name: \"closedAt\",\n    need: \"conditional\",\n    takes: \"The day it was won or lost.\",\n    note: \"Needed when status is won or lost: it dates the revenue.\",\n  },\n  { name: \"deleted\", need: \"optional\", takes: \"true to remove a deal sent before. Only the id is needed.\" },\n];\n\nexport const CRM_RESPONSE_FIELDS: readonly FieldSpec[] = [\n  { name: \"mode\", need: \"required\", takes: \"live or test, echoed from X-Baker-Mode.\" },\n  { name: \"received\", need: \"required\", takes: \"How many companies and deals arrived.\" },\n  { name: \"accepted\", need: \"required\", takes: \"How many passed the checks — stored, unless it was a test.\" },\n  { name: \"deleted\", need: \"required\", takes: \"How many removals were accepted.\" },\n  {\n    name: \"rejected\",\n    need: \"required\",\n    takes: \"Each refused record: kind, index, id, code and a message saying what to fix.\",\n    note: `Codes: ${CRM_REJECTION_CODES.join(\", \")}. ${PEOPLE_NOTE}`,\n  },\n];\n\nfunction fieldTable(fields: readonly FieldSpec[]): string {\n  return [\n    \"| Field | Need | Takes |\",\n    \"| --- | --- | --- |\",\n    ...fields.map(\n      (field) => `| \\`${field.name}\\` | ${field.need} | ${field.takes}${field.note ? ` ${field.note}` : \"\"} |`,\n    ),\n  ].join(\"\\n\");\n}\n\n/**\n * The whole contract as Markdown, for a developer or their coding assistant —\n * the same tables the dashboard draws, so the two cannot drift.\n */\nexport function crmPushBrief(url: string): string {\n  return `# Sending your CRM to Baker\n\nBaker compares the companies your LinkedIn ads reached with your deals. When Baker cannot read\nyour CRM itself, your system sends the companies and deals here — only what you choose to send.\n\n\\`POST ${url}\\` with \\`Authorization: Bearer <key>\\` and \\`Content-Type: application/json\\`.\n\n1. **Use a key that can only send CRM data.** Create it in Baker → Measure → Accounts → Deal\n   settings (or Settings → API keys, \"Sending CRM data only\"). Never put it in source or a chat;\n   read it from an environment variable.\n2. **Send \\`${INGEST_MODE_HEADER}: test\\` while you build.** It is judged exactly the same way and\n   stores nothing.\n3. **Send everything once, then what changes.** Sending a record again with the same \\`id\\`\n   updates it; \\`\"deleted\": true\\` removes it. Up to ${CRM_PUSH_BATCH_MAX} records per request; a\n   nightly job of your deals changed since the last run is plenty.\n4. **Companies and deals only.** ${PEOPLE_NOTE}\n\nBody: \\`{ \"companies\": [ … ], \"deals\": [ … ] }\\` — either list may be left out.\n\n## Companies\n\n${fieldTable(CRM_COMPANY_FIELDS)}\n\n## Deals\n\n${fieldTable(CRM_DEAL_FIELDS)}\n\n## The answer\n\nA \\`200\\` with \\`{ \"ok\": true, \"data\": { … } }\\`. One bad record never refuses the others: read\n\\`rejected\\`.\n\n${fieldTable(CRM_RESPONSE_FIELDS)}\n\n## Example\n\n\\`\\`\\`json\n${JSON.stringify(CRM_PUSH_EXAMPLE, null, 2)}\n\\`\\`\\`\n`;\n}\n","/**\n * A company website reduced to the registrable domain Account insights joins\n * on — the one rule for a LinkedIn page's website, a CRM company's domain and\n * a target-account list, so the three meet on equality.\n */\n\nimport { parse as parseDomain } from \"tldts\";\n\nexport type OrgDomainSource = \"website\" | \"subdomain\" | \"none\";\n\nexport interface OrgWebsiteDomain {\n  domain: string | null;\n  host: string | null;\n  domainSource: OrgDomainSource;\n}\n\n/** Link shorteners and redirectors — their domain is never the org's own. */\nconst REDIRECTOR_DOMAINS: ReadonlySet<string> = new Set([\"goo.gle\", \"bit.ly\", \"lnkd.in\", \"t.co\", \"ow.ly\", \"linktr.ee\"]);\n/** Whole TLDs used for vanity redirects (`figma.bot/…`). */\nconst REDIRECTOR_SUFFIXES: ReadonlySet<string> = new Set([\"bot\"]);\n\n/**\n * Reduce an org's LinkedIn `localizedWebsite` to the registrable domain a CRM\n * would store. Never follows redirects — the URL is read, not fetched.\n */\nexport function normalizeOrgWebsite(website: string | undefined): OrgWebsiteDomain {\n  const parsed = parseDomain(website ?? \"\");\n  if (\n    parsed.domain === null ||\n    REDIRECTOR_DOMAINS.has(parsed.domain) ||\n    REDIRECTOR_SUFFIXES.has(parsed.publicSuffix ?? \"\")\n  ) {\n    return { domain: null, host: parsed.hostname, domainSource: \"none\" };\n  }\n  const subdomain = parsed.subdomain ?? \"\";\n  const domainSource = subdomain === \"\" || subdomain === \"www\" ? \"website\" : \"subdomain\";\n  return { domain: parsed.domain, host: parsed.hostname, domainSource };\n}\n\n/** A registrable domain, reduced exactly as a LinkedIn website is; empty when it is not one. */\nexport function registrableWebsite(website: string): string {\n  return website === \"\" ? \"\" : (normalizeOrgWebsite(website.toLowerCase()).domain ?? \"\");\n}\n","/**\n * Target accounts — the companies an ABM program names, with their tier — as\n * `baker accounts … --targets` sends them and the reports answer for them. A\n * target is its registrable website domain, reduced exactly as a LinkedIn\n * page's website is (`website.ts`), so it meets the report rows on equality.\n */\n\nimport { z } from \"zod\";\nimport { registrableWebsite } from \"./website\";\n\n/** The most targets one read takes — the most companies one engagement read returns. */\nexport const TARGET_ACCOUNTS_MAX = 5000;\n\nexport const targetAccountSchema = z.object({\n  /** Registrable domain: `acme.com`, never `www.acme.com/about`. */\n  domain: z.string().min(1),\n  name: z.string().optional(),\n  tier: z.string().optional(),\n});\nexport type TargetAccount = z.infer<typeof targetAccountSchema>;\n\nexport const targetAccountsSchema = z.array(targetAccountSchema).min(1).max(TARGET_ACCOUNTS_MAX);\n\nfunction optionalText(value: unknown): string | undefined {\n  if (typeof value === \"number\" && Number.isFinite(value)) return String(value);\n  return typeof value === \"string\" && value.trim() !== \"\" ? value.trim() : undefined;\n}\n\n/**\n * The targets a list names, each once (the first entry for a domain wins), and\n * the domains that do not reduce to a website — said back, never guessed.\n */\nexport function targetAccountsFrom(entries: ReadonlyArray<{ domain?: unknown; name?: unknown; tier?: unknown }>): {\n  targets: TargetAccount[];\n  unreadable: string[];\n} {\n  const targets = new Map<string, TargetAccount>();\n  const unreadable: string[] = [];\n  for (const entry of entries) {\n    const raw = typeof entry.domain === \"string\" ? entry.domain.trim() : \"\";\n    const domain = registrableWebsite(raw);\n    if (domain === \"\") {\n      unreadable.push(raw);\n      continue;\n    }\n    if (targets.has(domain)) continue;\n    const name = optionalText(entry.name);\n    const tier = optionalText(entry.tier);\n    targets.set(domain, { domain, ...(name ? { name } : {}), ...(tier ? { tier } : {}) });\n  }\n  return { targets: [...targets.values()], unreadable };\n}\n\nconst tierCountsSchema = z.object({ total: z.number(), reached: z.number(), engaged: z.number() });\ntype TierCounts = z.infer<typeof tierCountsSchema>;\n\n/**\n * How far the ads got with the targets in the period: reached (any LinkedIn\n * page of the company saw an ad), engaged (any of them engaged), per tier\n * when the list names tiers, and the targets never reached.\n */\nexport const targetsSummarySchema = tierCountsSchema.extend({\n  notReached: z.array(targetAccountSchema),\n  byTier: z.record(z.string(), tierCountsSchema).optional(),\n});\nexport type TargetsSummary = z.infer<typeof targetsSummarySchema>;\n\n/** Whether any LinkedIn page of each reached domain engaged. */\nfunction engagedByDomain(rows: ReadonlyArray<{ domain: string; engagements: number }>): Map<string, boolean> {\n  const engaged = new Map<string, boolean>();\n  for (const row of rows) {\n    if (row.domain !== \"\") engaged.set(row.domain, (engaged.get(row.domain) ?? false) || row.engagements > 0);\n  }\n  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