@aglyn/aglyn 1.0.0-beta.219 → 1.0.0-beta.220

package/src/lib/app-utils/crm.js.map

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-{"version":3,"sources":["../../../../../../libs/aglyn/src/lib/app-utils/crm.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 * Contacts CRM v2 (AGL-2595): the records that sit BESIDE a contact.\n *\n * v1 is one collection — `contacts` — and everything a holder knows about a\n * person lives in that holder's facet on the shared row. That shape is right\n * for the person and wrong for everything a sales team keeps AROUND the\n * person: a company is known by several contacts, a deal moves through\n * stages on its own clock, a task is due whether or not anybody opens the\n * contact it hangs off, and an activity log grows past anything a facet\n * should carry. So each of those is a collection of its own under\n * `orgs/{orgId}/`, pointing back at the contact by id.\n *\n * ## One scope model, not a second one\n *\n * Every collection here carries `visibleTo`, the same array `contacts`\n * carries, and is stamped the same way — {@link crmScopeTokens} is the\n * contact create path's expression, exported so that no creator computes its\n * own. The rules gate all six on the contacts predicate (`canReadScopedPeople`,\n * `data.manage`), because a deal or a call log is a fact about a person and\n * discloses exactly what the contact row would.\n *\n * What these collections do NOT have is the facet map. A contact is shared\n * across holders because one human is one row; a company, deal or task is\n * one holder's record from the moment it is created, so `visibleTo` alone\n * says who may see it and there is nothing to split per holder.\n *\n * Pure data module: types, constants and the small helpers every surface\n * would otherwise write for itself. No Firestore, no React.\n */\n\nimport {\n  type AglynPostalAddress,\n  normalizeAddress,\n  normalizePhone,\n  type OrgCrmAssignmentRule,\n} from '../foundation'\nimport { type ConsentGroup, consentGroupScope } from './consent-groups'\nimport {\n  CONTACT_LIFECYCLE_STAGES,\n  type ContactLifecycleStage,\n  type CrmActivityKind,\n  type CrmTaskKind,\n  isContactLifecycleStage,\n} from './crm-kinds'\nimport {\n  CONTACT_ALTERNATE_EMAILS_FIELD,\n  CONTACT_FACETS_FIELD,\n  CONTACT_SOURCE_LABELS,\n  type ContactInteraction,\n  type ContactSegment,\n  type ContactSource,\n  normalizeContactEmail,\n  readContactFacet,\n} from './contacts'\nimport { type EmailState, isEmailStateStatus } from './email-state'\nimport {\n  NAME_TOKEN_MAX_PREFIX,\n  nameSearchKey,\n  nameSearchTokens,\n  SCOPED_SEARCH_JOIN,\n  scopedSearchTokens,\n} from './name-search'\nimport { MAX_SCOPE_HOSTS, ORG_SCOPE_TOKEN, type ScopeToken } from './scope-tokens'\n\n// The fixed vocabularies and their guards live in a leaf module; every name\n// stays importable from here.\nexport * from './crm-kinds'\n\n/**\n * The CRM's collections, every one under `orgs/{orgId}/`.\n *\n * Named here rather than spelled at each call site because the rules, the\n * indexes and the console must agree on the string, and the three prefixed\n * ones are prefixed on purpose: `tasks`, `activities` and `views` are words\n * the org document will want for something else one day, and a collection\n * name is persisted in every document path that uses it.\n */\nexport const CRM_COLLECTIONS = {\n  companies: 'companies',\n  pipelines: 'pipelines',\n  deals: 'deals',\n  tasks: 'crmTasks',\n  activities: 'crmActivities',\n  contactFields: 'contactFields',\n  views: 'crmViews',\n  emailTemplates: 'crmEmailTemplates',\n  /** An org's value sets for its standard picklist fields (AGL-3298). */\n  picklists: 'crmPicklists',\n} as const\n\nexport type CrmCollection = (typeof CRM_COLLECTIONS)[keyof typeof CRM_COLLECTIONS]\n\n/**\n * The three collections the CRM RECORDS band counts (AGL-2611), in the order\n * the billing caption lists them. `contacts` is not in `CRM_COLLECTIONS`\n * because it predates the hub and is addressed through `orgDataCollection`,\n * so the band's own list has to name all three itself. Tasks, pipelines,\n * activities and field definitions are deliberately absent: a band that\n * counted what a rep does every hour would price the team's effort, not the\n * audience it holds.\n */\nexport const CRM_RECORD_COLLECTIONS = [\n  'contacts',\n  CRM_COLLECTIONS.companies,\n  CRM_COLLECTIONS.deals,\n] as const\n\n/**\n * What a create says when the records band refused it, on every surface —\n * the contacts list's alert, the company and deal drawers, the plugin's\n * create routes and the lead conversion (AGL-2596, widened in AGL-2611).\n *\n * One sentence in one place, because a reader who is refused in the drawer\n * and then reads the list must be told the same thing, and the remedy is the\n * same wherever the refusal lands: a band refuses only on a plan that puts\n * no overage rate past it, so \"upgrade\" is the whole of the answer.\n */\nexport const CRM_RECORDS_BAND_FULL_MESSAGE =\n  'CRM records limit reached — this record was not added. Upgrade in ' +\n  'Billing to keep collecting.'\n\n/**\n * The most logged activities ONE record may carry (AGL-2611) — a contact's,\n * a company's or a deal's own log, counted on the link the activity was\n * filed under.\n *\n * A platform ceiling and not a plan dimension, in the family of\n * `WEBHOOK_MAX_PER_HOST` and `NON_PAGE_SCREEN_MAX_PER_HOST`: activities are\n * not in the records band because they are bounded by human effort, and\n * this is the bound. Five thousand is a call a day for fourteen years on one\n * person, so nobody working a real relationship reaches it — what does is\n * an automation logging on every event, or an import replaying a history,\n * and either of those past this line is a document cost with no reader.\n *\n * Enforced where an activity is written: the console's log dialog, the\n * `logCrmActivity` automation step and `POST /v1/activities`, each with one\n * aggregate read on the record's link before the create. The timeline reads\n * a hundred at a time and is untouched by the number.\n */\nexport const CRM_ACTIVITIES_PER_RECORD_CEILING = 5_000\n\n/**\n * What every writer says when a record's log is full — the console's log\n * dialog, the automation step's run history and `POST /v1/activities`.\n */\nexport const CRM_ACTIVITY_LOG_FULL_MESSAGE =\n  `This record already has ${CRM_ACTIVITIES_PER_RECORD_CEILING.toLocaleString(\n    'en-US',\n  )} activities, which is the most one record can carry.`\n\n/** The record an activity is filed under: its links, of which one leads. */\nexport interface CrmActivityLink {\n  contactId?: string | null\n  companyId?: string | null\n  dealId?: string | null\n  /**\n   * `hosts/{hostId}/leads/{leadId}` — a person not yet converted (AGL-2615).\n   * A lead is host-scoped by path and carries no `visibleTo` of its own, so\n   * an activity filed under one is stamped with the site's scope like any\n   * other record created from that site.\n   */\n  leadId?: string | null\n}\n\n/**\n * The field the per-record activity ceiling is counted on, or `null` for an\n * activity that names no record at all.\n *\n * The contact leads, then the company, then the deal: an activity logged\n * from a contact's page carries the company beside it (the automation step\n * copies the facet's `companyId` onto every record it creates), and a\n * ceiling counted on the company would let one busy account exhaust every\n * contact filed under it. The record whose PAGE the log is read on is the\n * one whose log has the limit. Shared by the client dialog and the two\n * server writers so they count the same thing.\n */\nexport function crmActivityCeilingLink(\n  link: CrmActivityLink,\n): { field: 'contactId' | 'companyId' | 'dealId' | 'leadId'; id: string } | null {\n  if (link.contactId) return { field: 'contactId', id: String(link.contactId) }\n  if (link.companyId) return { field: 'companyId', id: String(link.companyId) }\n  if (link.dealId) return { field: 'dealId', id: String(link.dealId) }\n  // Last, because a converted lead's activities carry the contact beside it\n  // and the contact is the record whose page they are read on.\n  if (link.leadId) return { field: 'leadId', id: String(link.leadId) }\n  return null\n}\n\n/**\n * Whether ONE MORE activity fits under `CRM_ACTIVITIES_PER_RECORD_CEILING`.\n * Both halves of the boundary live here so no writer re-derives `>=`.\n */\nexport function crmActivityLogHasRoom(existing: number): boolean {\n  const count = Number(existing)\n  return !(Number.isFinite(count) && count >= CRM_ACTIVITIES_PER_RECORD_CEILING)\n}\n\n/** How a lifecycle stage reads on screen — typed so a stage cannot ship unlabeled. */\nexport const CONTACT_LIFECYCLE_STAGE_LABELS: Record<ContactLifecycleStage, string> = {\n  subscriber: 'Subscriber',\n  lead: 'Lead',\n  'marketing-qualified': 'Marketing qualified',\n  'sales-qualified': 'Sales qualified',\n  opportunity: 'Opportunity',\n  customer: 'Customer',\n  evangelist: 'Evangelist',\n  other: 'Other',\n}\n\n/**\n * The stage a person is in once a capture has happened that implies at least\n * `floor` (AGL-2612).\n *\n * The one ordering rule every capture door shares: a door names the EARLIEST\n * stage that describes what just happened — a form submission is a lead, a\n * newsletter opt-in is a subscriber, a purchase is a customer — and the\n * result is that stage for a person who had none or an earlier one, and the\n * stage they already had otherwise. \"Never downgrades\" is the whole contract:\n * a customer who fills in a contact form is still a customer, and `other` —\n * the deliberate stage a business picked for a funnel step none of the names\n * fit — sits after `customer` in the list precisely so no capture can\n * overwrite it. A stored value that is not a stage at all reads as absent,\n * because a capture door is not the place to preserve a typo.\n *\n * With no floor the answer is the current stage as it stands, or `undefined`\n * for one that is absent or unusable — so a writer can apply this\n * unconditionally and write only what comes back.\n */\nexport function advanceContactLifecycleStage(\n  current: unknown,\n  floor: ContactLifecycleStage | undefined,\n): ContactLifecycleStage | undefined {\n  const held = isContactLifecycleStage(current) ? current : undefined\n  if (!floor) return held\n  if (!held) return floor\n  const order: readonly string[] = CONTACT_LIFECYCLE_STAGES\n  return order.indexOf(held) < order.indexOf(floor) ? floor : held\n}\n\n/**\n * The stage a person is in once they have BOUGHT something (AGL-2596).\n *\n * `customer` when they had no stage or an earlier one; whatever they already\n * had otherwise — {@link advanceContactLifecycleStage} with `customer` as the\n * floor, kept under its own name because \"after a purchase\" is the question\n * the order paths and the reports ask.\n */\nexport function contactLifecycleStageAfterPurchase(\n  current: unknown,\n): ContactLifecycleStage {\n  return advanceContactLifecycleStage(current, 'customer') ?? 'customer'\n}\n\n/**\n * What a custom contact field may hold.\n *\n * Scalars only. A field is something a merchant filters and exports on, and\n * a nested value is neither; `null` is the explicit \"cleared\" that a form\n * writes so the key stays present for a `where` clause to find.\n */\nexport type ContactCustomValue = string | number | boolean | null\n\n/**\n * The same scalar, under the name the other objects use (AGL-2661).\n *\n * A company's and a deal's `custom` map hold exactly what a contact's\n * does — one definition, one coercion rule, one stored shape — so the\n * value type is one type with two names: the contact name it was born\n * with, and this one for code that is not about contacts.\n */\nexport type CrmCustomValue = ContactCustomValue\n\n/**\n * The fields every CRM document carries.\n *\n * `visibleTo` is the scope both enforcement layers evaluate — see\n * `scope-tokens.ts` for why an absent one is seen by NOBODY. `hostId` is\n * provenance: the site whose console created the record, never rewritten,\n * so a report can say where a deal came from after the scope has widened.\n * The timestamps are `unknown` because a client write carries a `Date` and a\n * read hands back a Firestore `Timestamp`; callers narrow at the edge.\n */\nexport interface CrmScoped {\n  visibleTo: string[]\n  /** The site that created it. */\n  hostId: string\n  createdAt?: unknown\n  updatedAt?: unknown\n}\n\n/** `orgs/{orgId}/companies/{companyId}`. */\nexport interface CrmCompany extends CrmScoped {\n  name: string\n  /** `nameSearchFields` twins, for the prefix search the list runs. */\n  nameLower?: string\n  nameTokens?: string[]\n  /** Lowercase hostname, no protocol — see {@link normalizeCompanyDomain}. */\n  domain?: string\n  website?: string\n  /** E.164 — `normalizePhone` before writing. */\n  phone?: string\n  address?: AglynPostalAddress | null\n  industry?: string\n  ownerUid?: string\n  notes?: string\n  /**\n   * Lowercased, deduplicated, capped at twenty — the same shape a contact's\n   * tags take, so a bulk \"Add tag\" over companies and one over contacts\n   * write the same kind of value (AGL-2621).\n   */\n  tags?: string[]\n  createdByUid?: string\n  /**\n   * How many contacts name this company in their {@link CONTACT_COMPANY_IDS_FIELD}\n   * mirror — see {@link COMPANY_CONTACTS_COUNT_FIELD}. Absent on a company\n   * nobody has linked since the counter existed, which reads as zero.\n   */\n  contactsCount?: number\n  /**\n   * Custom field values, keyed by the key of a definition whose `object`\n   * is `company` — see {@link fieldDefinitionObject} (AGL-2661).\n   */\n  custom?: Record<string, CrmCustomValue>\n  /**\n   * When the earliest OPEN task filed against this company is due, epoch\n   * ms, or `null` when none is — see {@link CrmDeal.nextTaskAtMs}.\n   */\n  nextTaskAtMs?: number | null\n  /** Org-library files attached to the company (AGL-2662) — see {@link CRM_MEDIA_IDS_MAX}. */\n  mediaIds?: string[]\n}\n\n/** One step of a pipeline. */\nexport interface CrmDealStage {\n  id: string\n  name: string\n  /** Position in the pipeline, ascending. */\n  order: number\n  /** Chance of closing from here, 0–100 — what a weighted forecast multiplies by. */\n  probability: number\n  /**\n   * Whether landing in this stage closes the deal. A pipeline has exactly one\n   * `won` and one `lost` stage in the default set; `open` is everything in\n   * between.\n   */\n  kind: 'open' | 'won' | 'lost'\n}\n\n/** `orgs/{orgId}/pipelines/{pipelineId}`. */\nexport interface CrmPipeline extends CrmScoped {\n  name: string\n  stages: CrmDealStage[]\n  /** The pipeline a new deal lands in when nobody picks one. */\n  isDefault?: boolean\n  /**\n   * When the pipeline was retired, epoch ms. An archived pipeline takes no\n   * new deal and is offered by no picker, but it is never deleted: the deals\n   * it closed still name it, and a report that could not resolve their\n   * stages would forecast them as orphans. Absent or `null` while active.\n   */\n  archivedAt?: number | null\n}\n\n/** Whether a pipeline has been retired — see {@link CrmPipeline.archivedAt}. */\nexport function isPipelineArchived(\n  pipeline: Pick<CrmPipeline, 'archivedAt'> | null | undefined,\n): boolean {\n  return typeof pipeline?.archivedAt === 'number' && pipeline.archivedAt > 0\n}\n\n/**\n * The stages a fresh pipeline starts with.\n *\n * Readonly on purpose: a pipeline document stores its own COPY (`[...]`), so\n * a merchant editing their stages must not be editing the module's default,\n * and a second pipeline seeded later must start from the original set.\n */\nexport const DEFAULT_DEAL_STAGES: readonly CrmDealStage[] = [\n  { id: 'qualified', name: 'Qualified', order: 0, probability: 10, kind: 'open' },\n  { id: 'contact-made', name: 'Contact made', order: 1, probability: 20, kind: 'open' },\n  { id: 'proposal-sent', name: 'Proposal sent', order: 2, probability: 40, kind: 'open' },\n  { id: 'negotiation', name: 'Negotiation', order: 3, probability: 60, kind: 'open' },\n  { id: 'won', name: 'Won', order: 4, probability: 100, kind: 'won' },\n  { id: 'lost', name: 'Lost', order: 5, probability: 0, kind: 'lost' },\n]\n\nexport type CrmDealStatus = 'open' | 'won' | 'lost'\n\n/**\n * One product on a deal — what is being sold, how many, at what.\n *\n * `productId` names a catalog product when the line came from one; a line\n * typed by hand has none. The name is copied rather than joined, the way a\n * deal copies its contact's name: a catalog product can be renamed or\n * deleted after the deal was priced, and the deal has to keep saying what\n * it was for. `currency` is the deal's — every line on a deal is in one\n * currency, because their sum is the deal's amount and a sum across\n * currencies is a number with no unit.\n */\nexport interface CrmDealLineItem {\n  productId?: string\n  name: string\n  /** A whole number of units, one or more. */\n  quantity: number\n  /** Per unit, in the currency's minor unit, zero or more. */\n  unitAmountCents: number\n  /** Lowercase ISO 4217. */\n  currency: string\n}\n\n/** The most lines one deal carries — a quote, not a catalog. */\nexport const DEAL_LINE_ITEMS_MAX = 50\nexport const DEAL_LINE_ITEM_NAME_MAX = 120\n/** Units per line; past this the number is a data-entry slip. */\nexport const DEAL_LINE_ITEM_QUANTITY_MAX = 1_000_000\n\n/**\n * `orgs/{orgId}/deals/{dealId}`.\n *\n * A WON DEAL MAKES ITS CONTACT A CUSTOMER (AGL-2641). A win is the same\n * fact as a purchase — the business has decided this person bought — and an\n * order already floors a contact's lifecycle stage at `customer` on\n * capture. So every writer of `status` — the console's stage route at both\n * levels and the REST resource — applies the same floor to the contact\n * `contactId` names on the transition into `won`, in the facet of the site\n * the deal was made on (`hostId`), with `advanceContactLifecycleStage`'s\n * rule: an empty stage is filled, an earlier one advanced, and nobody is\n * ever moved back. Behind no setting, because a won deal is a customer by\n * definition; an automation on `dealWon` is for what happens NEXT.\n */\nexport interface CrmDeal extends CrmScoped {\n  title: string\n  titleLower?: string\n  pipelineId: string\n  stageId: string\n  /**\n   * Denormalized from the stage's `kind` at every stage move, because it is\n   * what the list filters and the indexes sort on — a query cannot join the\n   * pipeline to ask what the stage means.\n   */\n  status: CrmDealStatus\n  /**\n   * What the deal is worth. Typed by hand on a deal with no line items;\n   * on a deal WITH them it is their sum, stored beside them by every\n   * writer (`lineItemsTotalCents`), because the board, the reports and the\n   * REST list all read this one field and none of them can afford to add\n   * up fifty lines per row. A deal with line items refuses a typed amount.\n   */\n  amountCents?: number\n  /** Lowercase ISO 4217; `'usd'` when absent. */\n  currency?: string\n  /** The products behind the amount — see {@link CrmDealLineItem}. */\n  lineItems?: CrmDealLineItem[]\n  expectedCloseAtMs?: number | null\n  closedAtMs?: number | null\n  /** When the deal last moved — what \"stuck in stage\" reports read. */\n  stageChangedAtMs?: number\n  ownerUid?: string\n  contactId?: string\n  companyId?: string\n  lostReason?: string\n  notes?: string\n  createdByUid?: string\n  /**\n   * Custom field values, keyed by the key of a definition whose `object`\n   * is `deal` — see {@link fieldDefinitionObject} (AGL-2661).\n   */\n  custom?: Record<string, CrmCustomValue>\n  /**\n   * When the earliest OPEN task filed against this deal is due, epoch ms,\n   * or `null` when no open task names it (AGL-2661).\n   *\n   * DENORMALIZED from `crmTasks`, because the question \"which deals have\n   * nothing scheduled\" is asked of a LIST — a column, a filter, a report\n   * tile — and a list cannot afford a task query per row. Every server\n   * writer of a task recomputes it for the records the task names\n   * (`recomputeCrmNextTaskAt` in the admin library), and a client-direct\n   * task write asks the console route to do the same; the Fields section\n   * offers a one-off recompute for the records written before the field\n   * existed. Absent on such a record, which every reader treats as `null`.\n   */\n  nextTaskAtMs?: number | null\n  /** Org-library files attached to the deal (AGL-2662) — see {@link CRM_MEDIA_IDS_MAX}. */\n  mediaIds?: string[]\n}\n\nexport const CRM_TASK_KIND_LABELS: Record<CrmTaskKind, string> = {\n  call: 'Call',\n  email: 'Email',\n  meeting: 'Meeting',\n  todo: 'To-do',\n}\n\nexport type CrmTaskPriority = 'low' | 'normal' | 'high'\nexport type CrmTaskStatus = 'open' | 'done'\n\n/**\n * `orgs/{orgId}/crmTasks/{taskId}`.\n *\n * The one CRM record that may belong to NO site (AGL-2637): a task filed\n * from the organization's own hub carries `hostId: null` and the org scope\n * token alone, because a to-do owed by the organization — renew the\n * insurance, chase the agency's own invoice — is not captured by any brand.\n * Every other record is a fact about a person some site met, so\n * `CrmScoped` keeps its site required.\n */\nexport interface CrmTask extends Omit<CrmScoped, 'hostId'> {\n  /** The site that created it, or `null` for the organization's own task. */\n  hostId: string | null\n  title: string\n  notes?: string\n  kind: CrmTaskKind\n  priority: CrmTaskPriority\n  status: CrmTaskStatus\n  dueAtMs?: number | null\n  completedAtMs?: number | null\n  /**\n   * Who ticked it off, which is not always the assignee: a manager closing\n   * out a departed teammate's list completes tasks that were never theirs.\n   * Stamped by the `crm/task-complete` route beside `completedAtMs`.\n   */\n  completedByUid?: string\n  assigneeUid?: string\n  /**\n   * The person who made it, or `''` when no person did.\n   *\n   * An automation has no uid, and inventing one — the action's id, a\n   * sentinel — would put a value into a field every reader resolves as a\n   * member. The empty string says \"nobody\", and {@link sourceActionId}\n   * beside it says what.\n   */\n  createdByUid: string\n  /** The automation that created it (AGL-2605), when a person did not. */\n  sourceActionId?: string\n  /**\n   * The plugin that filed it on the record-timeline seam (AGL-2981) — a\n   * sequence's call step, a reply to answer — when no person did.\n   */\n  sourcePluginId?: string\n  contactId?: string\n  companyId?: string\n  dealId?: string\n  /**\n   * `hosts/{hostId}/leads/{leadId}` — a task filed on a lead not yet\n   * converted (AGL-3233): a sequence's call step or a reply to answer. The\n   * conversion stamps the contact beside it, so the task is the contact's\n   * from then on and the lead's page still lists it.\n   */\n  leadId?: string\n  /**\n   * When the assignee is reminded (AGL-2659): the due time unless a person\n   * moved it, `null` for no reminder. The hourly `/api/crm/task-reminders`\n   * runner reads every open task whose reminder has come due, so a task\n   * that should never remind carries `null` rather than no field — a\n   * missing key and a null both fall outside the range, but the null says\n   * it was decided.\n   */\n  remindAtMs?: number | null\n  /**\n   * When the runner handled the reminder — sent it, or found nobody to\n   * send it to. Absent while the reminder is still owed, which is how a\n   * rerun over the same hour sends nothing twice; cleared again when the\n   * reminder moves, because a moved reminder is a new one.\n   */\n  reminderSentAtMs?: number\n}\n\n/** How an activity kind reads on screen — typed so a kind cannot ship unlabeled. */\nexport const CRM_ACTIVITY_KIND_LABELS: Record<CrmActivityKind, string> = {\n  call: 'Call',\n  email: 'Email',\n  meeting: 'Meeting',\n  note: 'Note',\n  other: 'Other',\n}\n\n/**\n * Whether a kind takes an outcome and a duration.\n *\n * A call and a meeting are conversations: they end somewhere (\"left a\n * voicemail\", \"agreed to a trial\") and they take a measurable amount of\n * time, and both are what a manager reading the log wants to know. An email\n * has neither in any useful sense, a note is not an event at all, and\n * `other` is unknowable — so the dialog hides the two fields for those\n * rather than offering boxes that mean nothing.\n */\nexport function activityKindHasOutcome(kind: CrmActivityKind): boolean {\n  return kind === 'call' || kind === 'meeting'\n}\n\n/**\n * Where a one-to-one email got to (AGL-2615), in the order it normally\n * happens — the vocabulary the delivery webhook maps its events onto an\n * `email` activity in, and the chip the timeline shows beside the entry.\n *\n * The first four are a progression: a message is sent, then delivered, then\n * opened, then clicked, and a later state implies the earlier ones. The last\n * two are terminal failures. A message the mailbox provider bounced or that\n * the recipient reported is never \"opened\" in any sense the timeline should\n * report, whatever a tracking pixel says afterwards.\n */\nexport const CRM_EMAIL_DELIVERY_STATES = [\n  'sent',\n  'delivered',\n  'opened',\n  'clicked',\n  'bounced',\n  'complained',\n] as const\n\nexport type CrmEmailDeliveryState = (typeof CRM_EMAIL_DELIVERY_STATES)[number]\n\n/** How a delivery state reads on the chip — typed so a state cannot ship unlabeled. */\nexport const CRM_EMAIL_DELIVERY_STATE_LABELS: Record<CrmEmailDeliveryState, string> = {\n  sent: 'Sent',\n  delivered: 'Delivered',\n  opened: 'Opened',\n  clicked: 'Clicked',\n  bounced: 'Bounced',\n  complained: 'Marked as spam',\n}\n\nexport function isCrmEmailDeliveryState(\n  value: unknown,\n): value is CrmEmailDeliveryState {\n  return (\n    typeof value === 'string' &&\n    (CRM_EMAIL_DELIVERY_STATES as readonly string[]).includes(value)\n  )\n}\n\n/** The two states that mean the message did not land. */\nexport function isCrmEmailDeliveryFailure(state: unknown): boolean {\n  return state === 'bounced' || state === 'complained'\n}\n\n/**\n * The rank the webhook advances by. Higher wins; a failure outranks every\n * progression state, and a complaint outranks a bounce because it is the\n * one a sender is scored on.\n */\nconst CRM_EMAIL_DELIVERY_RANK: Record<CrmEmailDeliveryState, number> = {\n  sent: 1,\n  delivered: 2,\n  opened: 3,\n  clicked: 4,\n  bounced: 5,\n  complained: 6,\n}\n\n/**\n * The state an activity holds after one more delivery event, from the state\n * it held before.\n *\n * MONOTONIC. Provider events arrive at least once and in no promised order\n * — an `opened` can reach the webhook before the `delivered` it implies, and\n * a replay can hand back yesterday's `delivered` after today's `clicked` —\n * so the row keeps whichever state is further along, and an event that says\n * less than the row already knows changes nothing. A stored value the\n * vocabulary does not name reads as nothing, so the incoming event stands.\n */\nexport function nextCrmEmailDeliveryState(\n  current: unknown,\n  incoming: CrmEmailDeliveryState,\n): CrmEmailDeliveryState {\n  if (!isCrmEmailDeliveryState(current)) return incoming\n  return CRM_EMAIL_DELIVERY_RANK[incoming] > CRM_EMAIL_DELIVERY_RANK[current]\n    ? incoming\n    : current\n}\n\n/** The most a one-to-one email's subject may hold. */\nexport const CRM_EMAIL_SUBJECT_MAX = 200\n/** The most a one-to-one email's body may hold — a letter, not a document. */\nexport const CRM_EMAIL_BODY_MAX = 10_000\n\n/**\n * The `context` a one-to-one email is sent under, which `sendEmail` stamps\n * as a provider tag on the message and the delivery log files it by.\n */\nexport const CRM_EMAIL_CONTEXT = 'crm'\n/** The provider tag naming the activity row a one-to-one email belongs to. */\nexport const CRM_EMAIL_ACTIVITY_TAG = 'activityId'\n/** The provider tag naming the org whose `crmActivities` holds that row. */\nexport const CRM_EMAIL_ORG_TAG = 'orgId'\n\n/** What a provider tag value may be — anything else fails the whole send. */\nconst PROVIDER_TAG_VALUE = /^[A-Za-z0-9_-]{1,256}$/\n\n/**\n * The tags a one-to-one email carries so the delivery webhook can find its\n * activity row (AGL-2615): the org, the activity, and the site for the\n * per-site suppression list a bounce lands on.\n *\n * Every value is checked against the provider's alphabet rather than\n * trusted, for the reason `contextTag` gives — a value the provider rejects\n * fails the send, and a failed send is worse than an untracked one. The\n * org and the activity are the pair the webhook needs, so an unusable\n * value for EITHER yields no tags at all: a tag set that named a row it\n * could not locate would be a promise the timeline cannot keep. The site\n * is stamped when it can be and dropped alone when it cannot.\n */\nexport function crmEmailDeliveryTags(input: {\n  orgId: string\n  hostId: string\n  activityId: string\n}): { name: string; value: string }[] {\n  const orgId = String(input.orgId ?? '')\n  const activityId = String(input.activityId ?? '')\n  const hostId = String(input.hostId ?? '')\n  if (!PROVIDER_TAG_VALUE.test(orgId) || !PROVIDER_TAG_VALUE.test(activityId)) {\n    return []\n  }\n  return [\n    { name: CRM_EMAIL_ORG_TAG, value: orgId },\n    { name: CRM_EMAIL_ACTIVITY_TAG, value: activityId },\n    ...(PROVIDER_TAG_VALUE.test(hostId) ? [{ name: 'hostId', value: hostId }] : []),\n  ]\n}\n\n/**\n * Which way an `email` activity's message traveled. `outbound` is every\n * message the workspace wrote — sent by the platform, or copied to the\n * capture address from a mailbox; `inbound` is one a correspondent wrote,\n * which only the capture route files (AGL-2657).\n */\nexport type CrmEmailDirection = 'outbound' | 'inbound'\n\n/**\n * `orgs/{orgId}/crmActivities/{activityId}` — one thing that happened.\n *\n * Distinct from a contact's `interactions`: those are what the PLATFORM\n * recorded (a form, an order, a booking) and live capped on the row. An\n * activity is what a PERSON logged — a call made, a meeting held — and can\n * hang off a company or a deal with no contact at all.\n */\nexport interface CrmActivity extends CrmScoped {\n  kind: CrmActivityKind\n  body: string\n  /** When it happened, which is not when it was logged. */\n  atMs: number\n  /** Who logged it, or `''` for an automation — see `CrmTask.createdByUid`. */\n  byUid: string\n  /**\n   * The author's display name as it read when the activity was logged.\n   *\n   * Denormalized because there is no lookup that could answer it later: a\n   * member document is readable by its own subject and by org-wide members\n   * only, so a scoped editor reading a colleague's call log could not\n   * resolve the `byUid` beside it into a name. Stamped from the signed-in\n   * user's resolved name at log time and never rewritten, so it can drift\n   * from a later rename — the way a signed letter keeps the name it was\n   * signed with.\n   */\n  byName?: string\n  /** The automation that logged it (AGL-2605), when a person did not. */\n  sourceActionId?: string\n  /**\n   * The plugin that filed it on the record-timeline seam (AGL-2981) — an\n   * email a sequence sent, a reply it read — or the CRM's own id on an\n   * entry it wrote about a filing (AGL-3274), so a reader can tell the\n   * bookkeeping entries from what a person logged.\n   */\n  sourcePluginId?: string\n  /**\n   * The campaign a filing entry is about (AGL-3274): \"Filed under\" and\n   * \"Removed from\" name it in the body and carry the container's id here,\n   * so a campaign's own page can one day list what happened under it\n   * without parsing a sentence.\n   */\n  campaignId?: string\n  contactId?: string\n  companyId?: string\n  dealId?: string\n  /** The lead it was filed under (AGL-2615) — see {@link CrmActivityLink.leadId}. */\n  leadId?: string\n  outcome?: string\n  durationMinutes?: number\n  /**\n   * An `email` the platform SENT (AGL-2615), as against one a person logged\n   * by hand: the subject line, who it went to, and where delivery got to.\n   * Absent on a hand-logged email, which has a body and nothing else.\n   */\n  subject?: string\n  /** The address the message left for. */\n  to?: string\n  /**\n   * `outbound` for a message the platform sent or a teammate copied to the\n   * capture address; `inbound` for one a correspondent wrote (AGL-2657).\n   */\n  direction?: CrmEmailDirection\n  /** See {@link CrmEmailDeliveryState}; advanced by the delivery webhook. */\n  deliveryState?: CrmEmailDeliveryState\n  /** When the delivery state last moved, epoch ms. */\n  deliveryAtMs?: number\n  /**\n   * What the receiving server said when the state moved to a failure\n   * (AGL-3245): a bounce's diagnostic, scrubbed of the address. Absent on a\n   * progression state.\n   */\n  deliveryDetail?: string\n  /**\n   * `hosts/{hostId}/bookings/{bookingId}` — the booking a `meeting` was\n   * filed from (AGL-2660), so a row the Bookings plugin wrote can be told\n   * from one a person logged, and a booking is never filed twice.\n   */\n  bookingId?: string\n  /**\n   * An email CAPTURED from a mailbox (AGL-2657) — forwarded or copied to\n   * the workspace's capture address — as against one the platform sent:\n   * who wrote it, the provider's `Message-ID` the row is deduplicated by,\n   * the message it answered, and the subject with its reply and forward\n   * prefixes removed, which is what groups a thread. Absent on every other\n   * email row.\n   */\n  from?: string\n  messageId?: string\n  inReplyTo?: string\n  threadSubject?: string\n}\n\n/** An activity as a listener hands it back: the document plus its id. */\nexport type CrmActivityRow = CrmActivity & { $id: string }\n\n/** What a sent one-to-one email is logged from — see {@link buildCrmEmailActivity}. */\nexport interface CrmEmailActivityInput {\n  subject: string\n  body: string\n  /** The recipient, as the message was addressed. */\n  to: string\n  /** When it was sent. */\n  atMs: number\n  /** Who sent it, or `''` for an automation — see `CrmActivity.byUid`. */\n  byUid: string\n  byName?: string\n  sourceActionId?: string\n  link: CrmActivityLink\n  hostId: string\n  visibleTo: string[]\n}\n\n/**\n * The activity row a sent one-to-one email is logged as (AGL-2615).\n *\n * ONE builder for the two writers — the console's send route and the\n * `sendEmail` automation step — so a message a rep wrote and a message a\n * flow sent are the same kind of entry on the timeline: `kind: 'email'`,\n * outbound, starting at `sent` for the delivery webhook to advance. A\n * writer that assembled its own would be the one whose rows the chip did\n * not know how to read. Timestamps are the writer's: a server stamps\n * `serverTimestamp()` and this module has no Firestore.\n */\nexport function buildCrmEmailActivity(input: CrmEmailActivityInput): CrmActivity {\n  const { link } = input\n  return {\n    kind: 'email',\n    subject: String(input.subject ?? '').slice(0, CRM_EMAIL_SUBJECT_MAX),\n    body: String(input.body ?? '').slice(0, CRM_EMAIL_BODY_MAX),\n    to: input.to,\n    direction: 'outbound',\n    deliveryState: 'sent',\n    deliveryAtMs: input.atMs,\n    atMs: input.atMs,\n    byUid: input.byUid,\n    ...(input.byName ? { byName: input.byName } : {}),\n    ...(input.sourceActionId ? { sourceActionId: input.sourceActionId } : {}),\n    // Only the links the caller fixed: a key with no value is `undefined`,\n    // which Firestore refuses.\n    ...(link.contactId ? { contactId: String(link.contactId) } : {}),\n    ...(link.companyId ? { companyId: String(link.companyId) } : {}),\n    ...(link.dealId ? { dealId: String(link.dealId) } : {}),\n    ...(link.leadId ? { leadId: String(link.leadId) } : {}),\n    hostId: input.hostId,\n    visibleTo: [...input.visibleTo],\n  }\n}\n\n/**\n * One campaign email this person was sent, and what became of it (AGL-2616).\n *\n * The per-recipient delivery log — `emailDeliveries/{key}/messages` — keeps\n * one document per MESSAGE with a timestamp per lifecycle state and a count\n * of opens and clicks, and this is that document as a timeline reads it:\n * which email, when it went out, and how far it got. A message that bounced\n * or was complained about carries that state too, because \"we mailed them\n * and it bounced\" is part of the history of a relationship and a timeline\n * that showed only the successes would read as if nothing had been tried.\n *\n * The server answers with this shape, never the log record itself: the log\n * carries the recipient's address, the provider and the links they followed,\n * and none of that is the timeline's to show.\n */\nexport interface ContactCampaignEmail {\n  /** The provider's message id — distinct per send, and the entry's key. */\n  messageId: string\n  /** The site the campaign went out from — the send's `hostId`. */\n  hostId: string\n  /** `orgs/{orgId}/campaigns/{campaignId}` — the email, whose report the entry links to. */\n  campaignId: string\n  /**\n   * The email as the team named it in the Emails console — its display name,\n   * or its subject when it has none. `null` when the email has since been\n   * deleted, in which case the entry still has the subject it was sent with.\n   */\n  campaignName: string | null\n  /** The subject line the person received. */\n  subject: string | null\n  /** When it went out — the provider's `sent` instant, or the first event seen. */\n  sentAtMs: number\n  deliveredAtMs?: number\n  openedAtMs?: number\n  clickedAtMs?: number\n  bouncedAtMs?: number\n  complainedAtMs?: number\n  openCount: number\n  clickCount: number\n}\n\n/**\n * One entry of a contact's timeline (AGL-2600): something the platform\n * CAPTURED on the contact's facet, something a person LOGGED beside it, or\n * — since AGL-2616 — a CAMPAIGN email the person was sent.\n *\n * A tagged union rather than a flattened row, because the three are\n * different facts with different affordances — a captured interaction is\n * read-only and names the door it came through, a logged activity has an\n * author who may edit it, a campaign email is read-only and links to the\n * campaign's report — and a surface drawing the stream has to say which is\n * which. A logged activity of kind `email` and a campaign entry are two\n * different things on purpose: the first is a message a person on the team\n * sent or recorded, the second is a mailing the platform delivered, and the\n * two must never share a kind id or a glyph.\n */\nexport type ContactTimelineEntry =\n  | {\n      kind: 'captured'\n      /** Distinct across the merged list, for a React key. */\n      key: string\n      atMs: number\n      interaction: ContactInteraction\n    }\n  | {\n      kind: 'logged'\n      key: string\n      atMs: number\n      activity: CrmActivityRow\n    }\n  | {\n      kind: 'campaign'\n      key: string\n      atMs: number\n      email: ContactCampaignEmail\n    }\n\n/**\n * What became of one campaign email, as the words a timeline row prints\n * after the email's name: `sent · delivered · opened ×2 · clicked`.\n *\n * In lifecycle order, and only the states that happened. `sent` is always\n * first because the row exists; the counts appear only past one, because\n * \"opened ×1\" says nothing \"opened\" does not. A bounce or a complaint is\n * printed where it falls, after whatever succeeded before it — a message\n * delivered and then complained about reads as both, which is what\n * happened.\n */\nexport function campaignEmailSummary(email: ContactCampaignEmail): string[] {\n  const counted = (word: string, count: number): string =>\n    count > 1 ? `${word} ×${count}` : word\n  const parts = ['sent']\n  if (email.deliveredAtMs) parts.push('delivered')\n  if (email.openedAtMs) parts.push(counted('opened', email.openCount))\n  if (email.clickedAtMs) parts.push(counted('clicked', email.clickCount))\n  if (email.bouncedAtMs) parts.push('bounced')\n  if (email.complainedAtMs) parts.push('marked as spam')\n  return parts\n}\n\n/** A time that can be sorted on; anything that is not one sinks to the bottom. */\nconst sortableMs = (value: unknown): number =>\n  typeof value === 'number' && Number.isFinite(value)\n    ? value\n    : Number.NEGATIVE_INFINITY\n\n/**\n * ONE newest-first stream from a contact's two histories.\n *\n * The captured interactions live on the contact's facet and the logged\n * activities in their own collection, and a page showing them as two lists\n * asks the reader to do the interleaving in their head — \"did the call come\n * before or after the order?\" is the question a timeline exists to answer.\n *\n * STABLE on purpose. The sort is on `atMs` alone, and at a tie the captured\n * entries keep their place ahead of the logged ones, each in the order it\n * arrived: a facet's interactions are already newest-first and a listener's\n * rows are already ordered, so the merge must not reshuffle what its inputs\n * settled. An entry with no usable time goes LAST, never first — a row that\n * cannot say when it happened must not read as the most recent thing.\n *\n * The key is what a list renders by. A captured interaction has no id of its\n * own, so its key is built from what it does carry; a logged activity's is\n * its document id; a campaign email's is the provider's message id.\n *\n * A campaign email is placed at the instant it was SENT, not at its latest\n * open. The row tells the whole story of that message in one line, and a\n * message that moved up the stream every time its reader re-opened it would\n * be a timeline that reorders itself under the reader.\n */\nexport function mergeContactTimeline(\n  interactions: readonly ContactInteraction[] | null | undefined,\n  activities: readonly CrmActivityRow[] | null | undefined,\n  campaignEmails?: readonly ContactCampaignEmail[] | null,\n): ContactTimelineEntry[] {\n  const entries: ContactTimelineEntry[] = [\n    ...(interactions ?? []).map(\n      (interaction, index): ContactTimelineEntry => ({\n        kind: 'captured',\n        key: `captured:${interaction.type}:${interaction.refId ?? index}:${interaction.atMs}:${index}`,\n        atMs: interaction.atMs,\n        interaction,\n      }),\n    ),\n    ...(activities ?? []).map(\n      (activity): ContactTimelineEntry => ({\n        kind: 'logged',\n        key: `logged:${activity.$id}`,\n        atMs: activity.atMs,\n        activity,\n      }),\n    ),\n    ...(campaignEmails ?? []).map(\n      (email): ContactTimelineEntry => ({\n        kind: 'campaign',\n        key: `campaign:${email.messageId}`,\n        atMs: email.sentAtMs,\n        email,\n      }),\n    ),\n  ]\n  // `Array.prototype.sort` is stable, which is what keeps the tie rule above\n  // true without a secondary comparison on the entry's kind or position.\n  return entries.sort((a, b) => sortableMs(b.atMs) - sortableMs(a.atMs))\n}\n\n/**\n * Which record an activity is ABOUT, for a surface that links to it, or\n * `null` when it was filed against nothing.\n *\n * A contact outranks a deal outranks a company. An activity can name all\n * three — a call with a person about a deal at their company — and the\n * contact is the one a reader means when they ask \"who was this with\"; the\n * deal is next because it is the thing with a clock on it; the company is\n * the widest and so the last resort.\n */\nexport function crmActivityRecordLink(\n  activity: Pick<CrmActivity, 'contactId' | 'companyId' | 'dealId' | 'leadId'>,\n): { record: 'contact' | 'deal' | 'company' | 'lead'; id: string } | null {\n  if (activity.contactId) return { record: 'contact', id: activity.contactId }\n  if (activity.dealId) return { record: 'deal', id: activity.dealId }\n  if (activity.companyId) return { record: 'company', id: activity.companyId }\n  // A lead is the narrowest: once converted, the contact it became leads.\n  if (activity.leadId) return { record: 'lead', id: activity.leadId }\n  return null\n}\n\nconst MINUTE_MS = 60_000\nconst HOUR_MS = 60 * MINUTE_MS\nconst DAY_MS = 24 * HOUR_MS\n\n/**\n * How long ago something happened, in the words a list row uses.\n *\n * Coarse on purpose. A row reads \"3 days ago\" and carries the full timestamp\n * in its tooltip; the sentence exists so that a reader scanning a log can\n * tell this week from last month without parsing dates. Past a week the\n * relative form stops helping — \"412 days ago\" is a date the reader has to\n * compute — so it becomes one. A time AHEAD of now is a date too: a call\n * logged for tomorrow is a scheduling mistake the page should show plainly\n * rather than dress as \"in 14 hours\". An unusable time reads as nothing.\n *\n * English rather than `Intl.RelativeTimeFormat` because the console is\n * English-only, and the thresholds are what the spec pins.\n */\nexport function activityTimeLabel(atMs: number, nowMs: number): string {\n  if (!Number.isFinite(atMs) || !Number.isFinite(nowMs)) return ''\n  const elapsed = nowMs - atMs\n  if (elapsed < -MINUTE_MS || elapsed >= 7 * DAY_MS) {\n    return new Date(atMs).toLocaleDateString()\n  }\n  if (elapsed < MINUTE_MS) return 'just now'\n  if (elapsed < HOUR_MS) return `${Math.floor(elapsed / MINUTE_MS)} min ago`\n  if (elapsed < DAY_MS) return `${Math.floor(elapsed / HOUR_MS)} h ago`\n  if (elapsed < 2 * DAY_MS) return 'yesterday'\n  return `${Math.floor(elapsed / DAY_MS)} days ago`\n}\n\nexport type ContactFieldType =\n  | 'text'\n  | 'number'\n  | 'date'\n  | 'select'\n  | 'checkbox'\n  | 'url'\n\n/**\n * `orgs/{orgId}/contactFields/{fieldId}` — a custom field a holder defined.\n *\n * The `key` is the map key under a facet's `custom`, so it is IMMUTABLE once\n * a value has been written under it; a rename is a new field and a retire.\n * `retiredAt` rather than a delete for the same reason: values written under\n * the key survive, and a retired field still has to be able to read them\n * back on an export.\n */\nexport interface ContactFieldDefinition extends CrmScoped {\n  /** `^[a-z][a-z0-9_]{0,39}$` — see {@link normalizeContactFieldKey}. */\n  key: string\n  label: string\n  type: ContactFieldType\n  /** The choices, for `select`. */\n  options?: string[]\n  required?: boolean\n  /** Position in the form and the export, ascending. */\n  order: number\n  retiredAt?: number | null\n  /**\n   * Which record the field describes (AGL-2661). ABSENT means `contact`,\n   * because every definition written before companies and deals could carry\n   * custom fields described a contact, and a backfill that stamped them\n   * would touch every org for a fact the reader can infer. Read it through\n   * {@link fieldDefinitionObject}, never directly, so that inference lives\n   * in one place. Keys are unique PER OBJECT: a company field and a contact\n   * field may both be called `region`.\n   */\n  object?: CrmFieldObject\n}\n\n/**\n * The records a custom field may describe, in the order the Fields\n * section tabs them (AGL-2661), with `lead` since AGL-3272.\n *\n * A lead is last because it is the record a person leaves: the three\n * before it are what a lead becomes, and the tabs read in that order.\n */\nexport const CRM_FIELD_OBJECTS = ['contact', 'company', 'deal', 'lead'] as const\n\nexport type CrmFieldObject = (typeof CRM_FIELD_OBJECTS)[number]\n\n/** How each object reads on the Fields section's tabs and in a refusal. */\nexport const CRM_FIELD_OBJECT_LABELS: Record<CrmFieldObject, string> = {\n  contact: 'Contacts',\n  company: 'Companies',\n  deal: 'Deals',\n  lead: 'Leads',\n}\n\nexport function isCrmFieldObject(value: unknown): value is CrmFieldObject {\n  return (\n    typeof value === 'string' &&\n    (CRM_FIELD_OBJECTS as readonly string[]).includes(value)\n  )\n}\n\n/**\n * Which record a definition describes — `contact` when the document says\n * nothing, or says something no reader understands.\n *\n * The one reader of {@link ContactFieldDefinition.object}. A stored value\n * outside the list is read as `contact` rather than refused, for the\n * reason an absent one is: the definition predates the field, or was\n * written by something that never learned it, and either way the values\n * under its key sit on contacts.\n */\nexport function fieldDefinitionObject(\n  definition: Pick<ContactFieldDefinition, 'object'> | null | undefined,\n): CrmFieldObject {\n  return isCrmFieldObject(definition?.object) ? definition.object : 'contact'\n}\n\n/**\n * What the CRM › Fields table's query reads on a definition (AGL-3335):\n *\n *   object        which tab it belongs to, stored even for a contact's, because\n *                 a query cannot find a field's absence;\n *   required      a boolean on every definition, for the Required filter;\n *   searchTokens  every word prefix of its name and of its key, the key read\n *                 whole and split at `_`, `-` and `.`, so \"plan\" finds\n *                 `plan_interest` and \"interest\" does too.\n *\n * Its script-side twin is `crmFieldListFields` in\n * `tools/scripts/lib/org-record-list-fields.mjs`; both answer the\n * `fieldDefinitions` of `org-record-list-fields.fixtures.json`.\n */\nexport function crmFieldListFields(definition: Record<string, unknown> | null | undefined): {\n  object: CrmFieldObject\n  required: boolean\n  searchTokens: string[]\n} {\n  const label = typeof definition?.['label'] === 'string' ? definition['label'] : ''\n  const key = typeof definition?.['key'] === 'string' ? definition['key'] : ''\n  return {\n    object: fieldDefinitionObject(definition as Pick<ContactFieldDefinition, 'object'>),\n    required: definition?.['required'] === true,\n    searchTokens: nameSearchTokens([label, key, key.replace(/[_.-]+/g, ' ')].join(' ')),\n  }\n}\n\n/**\n * The definition type under the name new code uses (AGL-2661). The type,\n * the collection (`contactFields`) and the rules match keep the contact\n * name: renaming them would ripple through the rules, the REST resources\n * and the docs for no change in what is stored.\n */\nexport type CrmFieldDefinition = ContactFieldDefinition\n\n/** What a stored field key must look like — a letter, then up to 39 of `[a-z0-9_]`. */\nexport const CONTACT_FIELD_KEY_PATTERN = /^[a-z][a-z0-9_]{0,39}$/\n\n/**\n * A typed label, as the key it would be stored under, or `null` when nothing\n * usable survives.\n *\n * Lowercased and snake-cased rather than refused, because the key is derived\n * from the label a merchant typed (\"Annual revenue\" → `annual_revenue`) and\n * they should not have to learn the grammar. Anything outside `[a-z0-9_]` is\n * dropped after separators become underscores, runs collapse, and a leading\n * run of digits or underscores goes — a key has to start with a letter so it\n * can never collide with an array index or read as a number in a filter.\n */\nexport function normalizeContactFieldKey(input: unknown): string | null {\n  const key = String(input ?? '')\n    .trim()\n    .toLowerCase()\n    .replace(/[\\s-]+/g, '_')\n    .replace(/[^a-z0-9_]/g, '')\n    .replace(/_+/g, '_')\n    .replace(/^[^a-z]+/, '')\n    .replace(/_+$/, '')\n    .slice(0, 40)\n  return CONTACT_FIELD_KEY_PATTERN.test(key) ? key : null\n}\n\n/** The stage a deal is in, or `null` when the pipeline no longer has it. */\nexport function dealStageById(\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n  stageId: string,\n): CrmDealStage | null {\n  return pipeline?.stages?.find((stage) => stage.id === stageId) ?? null\n}\n\n/**\n * What a deal is worth to a forecast, in cents.\n *\n * STATUS wins over the stage. A deal marked won is worth its full amount\n * whatever stage it happens to sit in, and a lost one is worth nothing —\n * the stage's probability is the odds of an OPEN deal, and applying it to a\n * closed one would forecast a sale that has already happened as a fraction\n * of itself. An open deal with no resolvable stage is worth nothing rather\n * than everything: the pipeline lost the stage, and a forecast that filled\n * the gap with 100% would be the most optimistic number available.\n */\nexport function weightedDealAmountCents(\n  deal: Pick<CrmDeal, 'amountCents' | 'status'>,\n  stage: Pick<CrmDealStage, 'probability'> | null | undefined,\n): number {\n  const amount = Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0))\n  if (deal.status === 'won') return amount\n  if (deal.status === 'lost' || !stage) return 0\n  const probability = Math.min(100, Math.max(0, Number(stage.probability) || 0))\n  return Math.round((amount * probability) / 100)\n}\n\n/** Whether a deal's amount is derived — it has at least one line item. */\nexport function dealHasLineItems(\n  deal: Pick<CrmDeal, 'lineItems'> | null | undefined,\n): boolean {\n  return Array.isArray(deal?.lineItems) && deal.lineItems.length > 0\n}\n\n/**\n * What a set of line items adds up to, in cents — the amount a deal with\n * line items stores. Whole cents, never negative: a line's quantity and\n * unit amount have both been through `readDealLineItems`, but a stored\n * document from an older writer is trusted no further than that.\n */\nexport function lineItemsTotalCents(\n  items: readonly Pick<CrmDealLineItem, 'quantity' | 'unitAmountCents'>[] | null | undefined,\n): number {\n  let total = 0\n  for (const item of items ?? []) {\n    const quantity = Math.max(0, Math.round(Number(item.quantity) || 0))\n    const unit = Math.max(0, Math.round(Number(item.unitAmountCents) || 0))\n    total += quantity * unit\n  }\n  return total\n}\n\n/**\n * Line items as a client typed or sent them, validated into the stored\n * shape, or the one reason they were refused.\n *\n * The one reader for both writers — the products card on a deal's page\n * and `POST`/`PATCH /v1/deals` — so a line the console accepts is a line\n * the API accepts and the other way round. The rules: at most\n * {@link DEAL_LINE_ITEMS_MAX} lines; every line a name, a whole quantity\n * of one or more, a whole unit amount of zero or more; every line in the\n * DEAL's currency (`currency`), which a line may omit and may not\n * contradict. An empty list is valid and means \"no line items\" — the\n * amount goes back to being typed.\n */\nexport function readDealLineItems(\n  input: unknown,\n  currency: string,\n): { items: CrmDealLineItem[] } | { error: string } {\n  if (input === undefined || input === null) return { items: [] }\n  if (!Array.isArray(input)) return { error: 'Line items must be a list' }\n  if (input.length > DEAL_LINE_ITEMS_MAX) {\n    return { error: `A deal carries at most ${DEAL_LINE_ITEMS_MAX} line items` }\n  }\n  const dealCurrency = String(currency || 'usd').trim().toLowerCase()\n  const items: CrmDealLineItem[] = []\n  for (const [index, raw] of input.entries()) {\n    const at = `Line ${index + 1}`\n    if (!raw || typeof raw !== 'object' || Array.isArray(raw)) {\n      return { error: `${at} must be an object` }\n    }\n    const line = raw as Record<string, unknown>\n    const name = String(line.name ?? '')\n      .trim()\n      .slice(0, DEAL_LINE_ITEM_NAME_MAX)\n    if (!name) return { error: `${at} needs a name` }\n    const quantity = Number(line.quantity)\n    if (!Number.isInteger(quantity) || quantity < 1 || quantity > DEAL_LINE_ITEM_QUANTITY_MAX) {\n      return {\n        error: `${at}: the quantity must be a whole number from 1 to ${DEAL_LINE_ITEM_QUANTITY_MAX.toLocaleString()}`,\n      }\n    }\n    const unitAmountCents = Number(line.unitAmountCents)\n    if (!Number.isInteger(unitAmountCents) || unitAmountCents < 0) {\n      return { error: `${at}: the unit amount must be a whole number of cents, 0 or more` }\n    }\n    const lineCurrency =\n      line.currency === undefined || line.currency === null || line.currency === ''\n        ? dealCurrency\n        : String(line.currency).trim().toLowerCase()\n    if (lineCurrency !== dealCurrency) {\n      return { error: `${at} is in ${lineCurrency.toUpperCase()}; every line must be in the deal's currency, ${dealCurrency.toUpperCase()}` }\n    }\n    const productId =\n      typeof line.productId === 'string' && line.productId.trim()\n        ? line.productId.trim().slice(0, 200)\n        : undefined\n    items.push({\n      ...(productId ? { productId } : {}),\n      name,\n      quantity,\n      unitAmountCents,\n      currency: dealCurrency,\n    })\n  }\n  return { items }\n}\n\nexport type TaskDueState = 'overdue' | 'today' | 'upcoming' | 'none' | 'done'\n\n/**\n * Where a task stands against the clock.\n *\n * `today` is decided on the LOCAL calendar day and beats `overdue`: a task\n * due at nine this morning is today's work until midnight, not something the\n * list should paint red at 9:01. Overdue is yesterday or earlier. `done`\n * comes first because a completed task's due date is history whichever side\n * of now it fell on.\n */\nexport function taskDueState(\n  task: Pick<CrmTask, 'status' | 'dueAtMs'>,\n  nowMs: number,\n): TaskDueState {\n  if (task.status === 'done') return 'done'\n  const dueAtMs = task.dueAtMs\n  if (typeof dueAtMs !== 'number' || !Number.isFinite(dueAtMs)) return 'none'\n  const due = new Date(dueAtMs)\n  const now = new Date(nowMs)\n  const sameDay =\n    due.getFullYear() === now.getFullYear() &&\n    due.getMonth() === now.getMonth() &&\n    due.getDate() === now.getDate()\n  if (sameDay) return 'today'\n  return dueAtMs < nowMs ? 'overdue' : 'upcoming'\n}\n\n/**\n * A hostname label: `[a-z0-9-]`, not starting or ending with a hyphen, at\n * most 63 characters — RFC 1123 as far as a company domain needs it.\n */\nconst DOMAIN_LABEL = /^[a-z0-9](?:[a-z0-9-]{0,61}[a-z0-9])?$/\n\n/**\n * A typed or pasted domain, reduced to the bare lowercase hostname a company\n * is keyed by, or `null` when what is left is not one.\n *\n * Strips what people paste along with a domain — the protocol, a `www.`, a\n * path, a query, a port — because the value is a KEY: two contacts at\n * `https://www.acme.com/about` and `acme.com` work for one company, and the\n * match is only findable if both reduce to the same string. The last label\n * has to be letters because a company's domain has a TLD; a bare IP address\n * or a single word is not one and answers `null` rather than being stored as\n * something a later match will never hit.\n */\nexport function normalizeCompanyDomain(input: unknown): string | null {\n  let value = String(input ?? '')\n    .trim()\n    .toLowerCase()\n  if (!value) return null\n  value = value.replace(/^[a-z][a-z0-9+.-]*:\\/\\//, '')\n  value = value.replace(/^www\\./, '')\n  value = value.split(/[/?#]/, 1)[0]\n  value = value.split(':', 1)[0]\n  value = value.replace(/\\.+$/, '')\n  if (!value || value.length > 253) return null\n  const labels = value.split('.')\n  if (labels.length < 2) return null\n  if (!labels.every((label) => DOMAIN_LABEL.test(label))) return null\n  if (!/^[a-z]{2,}$/.test(labels[labels.length - 1])) return null\n  return value\n}\n\n/** The longest website URL a company stores. */\nconst COMPANY_WEBSITE_MAX = 500\n\n/**\n * The typed website, as a URL; `''` for a blank; `null` when it cannot be\n * one.\n *\n * People type `acme.com` where a URL is asked for, and refusing that is\n * pedantry — it becomes `https://acme.com`. What IS refused is anything the\n * URL parser cannot read or a scheme other than http(s): a `javascript:` link\n * on a record that renders as an anchor is not a website. One function for\n * the company drawer and the companies import, so a website typed and a\n * website imported are stored the same way.\n */\nexport function normalizeCompanyWebsite(input: unknown): string | null {\n  const raw = String(input ?? '').trim()\n  if (!raw) return ''\n  const candidate = /^[a-z][a-z0-9+.-]*:\\/\\//i.test(raw) ? raw : `https://${raw}`\n  try {\n    const url = new URL(candidate)\n    if (url.protocol !== 'http:' && url.protocol !== 'https:') return null\n    return url.href.length > COMPANY_WEBSITE_MAX ? null : url.href\n  } catch {\n    return null\n  }\n}\n\n/**\n * Mailbox domains that belong to people rather than to a business: the\n * providers anybody can sign up with, and the ones an internet provider\n * hands its subscribers.\n *\n * Auto-associating a contact with a company by email domain is the whole\n * reason {@link companyDomainForEmail} exists, and it is wrong for every\n * address at a public mailbox: `gmail.com` is not a company, and a rule\n * that treated it as one would file half of a consumer list under a single\n * phantom account. It is also the fact a cold email has to know — an\n * address here is a person's own, not their work address — which is why the\n * list is exported with {@link isPublicMailboxDomain}: a second list kept\n * for that question would drift from this one.\n *\n * Exact domains, not suffixes: a subscriber's regional host (`nc.rr.com`)\n * is not listed, and neither is a company that happens to end in `mail.com`.\n */\nexport const PUBLIC_MAILBOX_DOMAINS: ReadonlySet<string> = new Set([\n  // Google, Yahoo, Microsoft, Apple, AOL.\n  'gmail.com',\n  'googlemail.com',\n  'yahoo.com',\n  'yahoo.co.uk',\n  'yahoo.ca',\n  'yahoo.com.au',\n  'yahoo.co.in',\n  'yahoo.fr',\n  'yahoo.de',\n  'ymail.com',\n  'rocketmail.com',\n  'hotmail.com',\n  'hotmail.co.uk',\n  'hotmail.fr',\n  'hotmail.de',\n  'hotmail.it',\n  'outlook.com',\n  'live.com',\n  'live.co.uk',\n  'live.ca',\n  'msn.com',\n  'icloud.com',\n  'me.com',\n  'mac.com',\n  'aol.com',\n  'aim.com',\n  // Independent and privacy-first providers.\n  'proton.me',\n  'protonmail.com',\n  'protonmail.ch',\n  'pm.me',\n  'tutanota.com',\n  'tuta.io',\n  'hushmail.com',\n  'gmx.com',\n  'gmx.net',\n  'gmx.de',\n  'web.de',\n  'mail.com',\n  'yandex.com',\n  'yandex.ru',\n  'zoho.com',\n  'zohomail.com',\n  'fastmail.com',\n  'hey.com',\n  // The largest consumer providers outside the US and Europe.\n  'qq.com',\n  '163.com',\n  '126.com',\n  'sina.com',\n  'naver.com',\n  'hanmail.net',\n  'rediffmail.com',\n  // US internet providers' subscriber mailboxes.\n  'comcast.net',\n  'att.net',\n  'sbcglobal.net',\n  'bellsouth.net',\n  'pacbell.net',\n  'verizon.net',\n  'cox.net',\n  'charter.net',\n  'earthlink.net',\n  'optonline.net',\n  'frontier.com',\n  'windstream.net',\n  'centurylink.net',\n  'juno.com',\n  'netzero.net',\n  // Subscriber mailboxes at the largest providers in Canada, the UK, France,\n  // Germany, Italy and Australia.\n  'shaw.ca',\n  'sympatico.ca',\n  'btinternet.com',\n  'sky.com',\n  'virginmedia.com',\n  'orange.fr',\n  'free.fr',\n  'laposte.net',\n  't-online.de',\n  'libero.it',\n  'bigpond.com',\n])\n\n/**\n * Whether a domain — or the domain of an address — is one of the\n * {@link PUBLIC_MAILBOX_DOMAINS}. Read the way a company domain is, so case,\n * a trailing dot and a pasted `www.` do not hide one.\n */\nexport function isPublicMailboxDomain(domainOrEmail: unknown): boolean {\n  const value = String(domainOrEmail ?? '').trim()\n  const domain = normalizeCompanyDomain(value.slice(value.lastIndexOf('@') + 1))\n  return domain !== null && PUBLIC_MAILBOX_DOMAINS.has(domain)\n}\n\n/**\n * The company domain an email address implies, or `null` when it implies\n * none — a malformed address, or one at a public mailbox provider.\n */\nexport function companyDomainForEmail(email: unknown): string | null {\n  const value = String(email ?? '')\n    .trim()\n    .toLowerCase()\n  const at = value.lastIndexOf('@')\n  if (at < 1 || at === value.length - 1) return null\n  if (/[\\s@]/.test(value.slice(0, at))) return null\n  const domain = normalizeCompanyDomain(value.slice(at + 1))\n  if (!domain || PUBLIC_MAILBOX_DOMAINS.has(domain)) return null\n  return domain\n}\n\n/**\n * The name a company minted from a domain starts with: the first label with\n * a capital — `acme.com` → `Acme`, `initech.co.uk` → `Initech`.\n *\n * A starting point and not a claim about what the business is called: the\n * lead-convert dialog offers it for editing, and a company the capture door\n * creates on its own carries it until somebody renames the record. The\n * domain itself would be an honest name too, but a list of companies that\n * reads `acme.com`, `globex.example` looks like a list of websites, and the\n * domain is on the row beside the name anyway.\n */\nexport function companyNameForDomain(domain: string): string {\n  const label = domain.split('.')[0] || domain\n  return label.charAt(0).toUpperCase() + label.slice(1)\n}\n\n/*==========================================\n * THE CONTACT–COMPANY LINK (AGL-2597, AGL-2613).\n *\n * The association proper is `facets.{groupId}.companyId` — one company per\n * holder, inside that holder's facet like the notes and the tags, and for\n * the same reason: which account a person belongs to is one business's\n * knowledge of them. But a facet path is per group, and Firestore cannot\n * answer \"every contact whose facet, whichever group's, names company X\" —\n * a `where` needs one field path, and the group id is part of the path. So\n * the facet is MIRRORED into a top-level array an `array-contains` can\n * query, and the company carries a COUNT of the contacts whose mirror names\n * it, so a list of companies can say how many people are at each without\n * reading a person.\n *\n * Three fields, kept in step by ONE planner. Every writer — the picker on a\n * contact's page, the company page's link control, the bulk bar, the server\n * doors that link on capture — asks {@link planContactCompanyLink} what\n * changes and applies the answer with its own SDK's sentinels. None of them\n * decides for itself whether the old id leaves the mirror, which is the rule\n * a second copy would get wrong: another business filing the same person\n * under the same account is THEIR link, and this holder letting go must not\n * take it away.\n *=========================================*/\n\n/**\n * The top-level field on a CONTACT naming every company it is linked to.\n *\n * It carries the union of every holder's link, so removing an id from it is\n * only correct when no other holder's facet still names that id — the rule\n * the planner enforces, and the reason nothing writes this field without\n * going through it. The facet is the truth and this is its index: a reader\n * answering \"which company is this person at\" reads the facet; only a QUERY\n * reads this.\n */\nexport const CONTACT_COMPANY_IDS_FIELD = 'companyIds'\n\n/**\n * The field on a COMPANY counting the contacts whose mirror names it.\n *\n * Denormalized because the honest figure is an aggregate over every contact\n * in the org, which a list of two hundred companies cannot afford to take\n * per row. Moved by `increment` in the same batch as the link that changes\n * it, so the two cannot disagree by a failed second write; a company's own\n * page still takes the live aggregate, which is what corrects a count that\n * predates the counter.\n */\nexport const COMPANY_CONTACTS_COUNT_FIELD = 'contactsCount'\n\n/** What the planner needs to know about a contact's links, and nothing else. */\nexport interface ContactCompanyLinkState {\n  /** This holder's link, or `null` when the facet names no company. */\n  companyId: string | null\n  /** The mirror as stored, in no order. */\n  companyIds: string[]\n  /**\n   * Ids named by OTHER holders' facets — what keeps an id in the mirror\n   * when this holder lets go of it.\n   */\n  heldElsewhere: string[]\n}\n\n/** The link state of a stored contact, read for one holder. */\nexport function readContactCompanyLink(\n  contact: Record<string, unknown> | null | undefined,\n  groupId: string,\n): ContactCompanyLinkState {\n  const document = contact ?? {}\n  const facets = document[CONTACT_FACETS_FIELD]\n  const heldElsewhere = new Set<string>()\n  if (facets && typeof facets === 'object' && !Array.isArray(facets)) {\n    for (const [holder, facet] of Object.entries(\n      facets as Record<string, unknown>,\n    )) {\n      if (holder === groupId) continue\n      const named =\n        facet && typeof facet === 'object' && !Array.isArray(facet)\n          ? (facet as Record<string, unknown>)['companyId']\n          : undefined\n      if (typeof named === 'string' && named) heldElsewhere.add(named)\n    }\n  }\n  const mirror = document[CONTACT_COMPANY_IDS_FIELD]\n  return {\n    companyId: readContactFacet(document, groupId).companyId ?? null,\n    companyIds: Array.isArray(mirror)\n      ? mirror.filter((id): id is string => typeof id === 'string' && !!id)\n      : [],\n    heldElsewhere: [...heldElsewhere],\n  }\n}\n\n/**\n * Every holder whose facet names this company, in no order.\n *\n * What a company's DELETION clears. Unlike a link change, which is one\n * holder's, a deletion takes the record away from every holder at once: a\n * facet still naming it would be a link to nothing, on a surface its holder\n * has no reason to revisit. Nothing else about another holder's facet is\n * read.\n */\nexport function contactGroupsNamingCompany(\n  contact: Record<string, unknown> | null | undefined,\n  companyId: string,\n): string[] {\n  const facets = (contact ?? {})[CONTACT_FACETS_FIELD]\n  if (!companyId || !facets || typeof facets !== 'object' || Array.isArray(facets)) {\n    return []\n  }\n  return Object.entries(facets as Record<string, unknown>)\n    .filter(([, facet]) =>\n      Boolean(\n        facet &&\n          typeof facet === 'object' &&\n          !Array.isArray(facet) &&\n          (facet as Record<string, unknown>)['companyId'] === companyId,\n      ),\n    )\n    .map(([groupId]) => groupId)\n}\n\n/**\n * How the mirror changes. Three shapes because Firestore takes ONE transform\n * per field per write: an `arrayUnion` and an `arrayRemove` on the same\n * field cannot share an update, so a move rewrites the array whole.\n */\nexport type ContactCompanyMirrorChange =\n  | { op: 'union'; companyId: string }\n  | { op: 'remove'; companyId: string }\n  | { op: 'set'; companyIds: string[] }\n\nexport interface ContactCompanyLinkPlan {\n  /** The facet's new value: the id, or `null` meaning delete the field. */\n  companyId: string | null\n  /** What happens to the mirror, or `null` when it already carries the right ids. */\n  mirror: ContactCompanyMirrorChange | null\n  /**\n   * Per company, how its contacts count moves. A company enters the list\n   * only when the mirror actually gains or loses it, so a link some other\n   * holder already made is not counted twice and a mirror that never carried\n   * an id is not decremented for it.\n   */\n  counts: Array<{ companyId: string; delta: 1 | -1 }>\n}\n\n/**\n * What linking a contact to a company FOR ONE HOLDER changes — or unlinking\n * them, with `null`. `null` when the document already says what was asked.\n *\n * Three cases, and the mirror is handled differently in each because it is\n * shared across holders while the facet is not:\n *\n *  - A first link `union`s the id in, which is safe against a concurrent\n *    writer adding another holder's id.\n *  - A MOVE from one company to another rewrites the mirror as a whole. The\n *    old id is dropped only if no other holder's facet still names it.\n *  - An unlink `remove`s the old id, on the same condition, and leaves the\n *    mirror alone when another holder still needs it there.\n *\n * The counts follow the mirror, not the facet: the company's figure is \"how\n * many contacts name me in the mirror\", and that is the quantity the\n * company page's live aggregate measures.\n */\nexport function planContactCompanyLink(\n  state: ContactCompanyLinkState,\n  companyId: string | null,\n): ContactCompanyLinkPlan | null {\n  const previous = state.companyId\n  if (previous === companyId) return null\n  const mirror = new Set(state.companyIds)\n  const previousLeaves =\n    previous !== null && !state.heldElsewhere.includes(previous)\n  const counts: ContactCompanyLinkPlan['counts'] = []\n  let change: ContactCompanyMirrorChange | null = null\n  if (companyId && !previous) {\n    change = { op: 'union', companyId }\n    if (!mirror.has(companyId)) counts.push({ companyId, delta: 1 })\n  } else if (companyId && previous) {\n    const kept = state.companyIds.filter(\n      (id) => id !== previous || !previousLeaves,\n    )\n    change = { op: 'set', companyIds: [...new Set([...kept, companyId])] }\n    if (previousLeaves && mirror.has(previous)) {\n      counts.push({ companyId: previous, delta: -1 })\n    }\n    if (!mirror.has(companyId)) counts.push({ companyId, delta: 1 })\n  } else if (previous && previousLeaves) {\n    change = { op: 'remove', companyId: previous }\n    if (mirror.has(previous)) counts.push({ companyId: previous, delta: -1 })\n  }\n  return { companyId, mirror: change, counts }\n}\n\n/*==========================================\n * THE CRM's ORGANIZATION SETTINGS (AGL-2613).\n *\n * One map under `crm` on the org document, so the CRM → Settings section\n * can grow a key per setting without a rules change each time: the org\n * document's client branch is a deny-list, and `crm` is declared\n * client-writable in `ORG_CLIENT_WRITABLE_FIELDS` with its reason.\n *=========================================*/\n\n/** The org-document key the CRM's settings live under. */\nexport const ORG_CRM_SETTINGS_FIELD = 'crm'\n\n/** The dotted path an `update()` writes the auto-create switch by. */\nexport const CRM_AUTO_CREATE_COMPANIES_PATH = `${ORG_CRM_SETTINGS_FIELD}.autoCreateCompanies`\n\n/**\n * Whether a capture from a work email domain no visible company carries\n * should CREATE the company. Off unless the org document says `true`: a\n * company minted from every domain that ever submitted a form is a list\n * nobody asked for, so the default is the quiet one.\n *\n * Read off the raw document rather than a typed field, because the capture\n * door holds a `Partial<AglynOrganization>` and the console a\n * `Partial<AglynOrgBilling>`, and one reader has to answer both.\n */\nexport function orgAutoCreatesCompanies(\n  orgDocument: Record<string, unknown> | null | undefined,\n): boolean {\n  const settings = (orgDocument ?? {})[ORG_CRM_SETTINGS_FIELD]\n  return Boolean(\n    settings &&\n      typeof settings === 'object' &&\n      !Array.isArray(settings) &&\n      (settings as Record<string, unknown>)['autoCreateCompanies'] === true,\n  )\n}\n\n/*==========================================\n * WHO A NEW RECORD BELONGS TO (AGL-2618).\n *\n * Salesforce calls these assignment rules and HubSpot rotates to an owner;\n * either way they are the first thing a sales team configures, because a\n * record with no owner is one nobody follows up. The shape here is what the\n * CRM → Settings section writes onto the org document under `crm`, what the\n * capture door's assignment pass reads, and what the `assignContactOwner`\n * automation step's round-robin mode reads — one vocabulary, three readers.\n *\n * ## The order of decision\n *\n * The rules are tried in their stored order and the FIRST match assigns; a\n * rule that names a member the roster no longer has, or a round-robin rule\n * over an empty pool, is passed over rather than stopping the pass. When no\n * rule claims the capture, the capturing site's default owner does; when\n * the site has none, the record stays unassigned, which is what the product\n * did before any of this existed and is the honest answer to \"nobody has\n * said\".\n *\n * ## Only a record with no owner\n *\n * The capture pass runs when a record is CREATED and never overwrites an\n * owner: a door that named one (the console's drawer, an import column, a\n * conversion with a picked owner) has expressed a person's choice, and a\n * returning visitor's contact already belongs to somebody. The automation\n * step is the deliberate exception — an author who put \"assign an owner\"\n * on a stage change means to reassign.\n *\n * ## Why the pointer is a uid, and why the server moves it\n *\n * See `OrgCrmRoundRobin`. The pool is edited in the console and the pointer\n * is advanced by the Admin SDK inside the transaction that writes the owner,\n * so concurrent captures take distinct turns and an edit to the pool never\n * skips or repeats a member.\n *=========================================*/\n\n/** Where the ordered rules live on the org document. */\nexport const CRM_ASSIGNMENT_RULES_PATH = `${ORG_CRM_SETTINGS_FIELD}.assignmentRules`\n\n/** The round-robin pool's member list, in rotation order. */\nexport const CRM_ROUND_ROBIN_POOL_PATH = `${ORG_CRM_SETTINGS_FIELD}.roundRobin.memberUids`\n\n/** The member handed the most recent round-robin record. */\nexport const CRM_ROUND_ROBIN_LAST_ASSIGNED_PATH = `${ORG_CRM_SETTINGS_FIELD}.roundRobin.lastAssignedUid`\n\n/**\n * The most rules an org may keep. A first-match list longer than this is\n * one nobody can reason about, and the section refuses the fifty-first\n * rather than letting the document grow unbounded.\n */\nexport const CRM_ASSIGNMENT_RULES_MAX = 50\n\n/** The most members a round-robin pool may hold. */\nexport const CRM_ROUND_ROBIN_POOL_MAX = 50\n\n/**\n * The map of per-site CRM settings under `crm` on the ORG document, keyed\n * by host id. A field on the org, not a subcollection of the host: the\n * host-subcollection guards read a quoted `'hosts'` beside a site id as a\n * client path under `hosts/{hostId}`, which this is not, so the key is\n * named here and spelled nowhere else.\n */\nconst CRM_HOST_SETTINGS_KEY = 'hosts'\n\n/**\n * The field-path SEGMENTS of a site's default owner on the org document.\n *\n * Segments rather than a dotted string, because the host id is a document\n * id and a document id may contain a dot; joined with dots it would be read\n * as two path elements and the write would land beside the setting rather\n * than in it. A caller builds a `FieldPath` from these on either SDK.\n */\nexport function crmHostDefaultOwnerSegments(hostId: string): string[] {\n  if (!hostId) throw new Error('a site default owner must name a site')\n  return [ORG_CRM_SETTINGS_FIELD, CRM_HOST_SETTINGS_KEY, hostId, 'defaultOwnerUid']\n}\n\n/** The conditions a rule may name — every one present must hold. */\nexport interface CrmAssignmentRuleWhen {\n  /** The capture door: `form`, `booking`, `order`, `manual`… */\n  source?: ContactSource\n  /** The form the capture came through, by its document id. */\n  formId?: string\n  /** The captured address's domain, lowercased, without a leading `@`. */\n  emailDomain?: string\n  /** A tag the capture carries or the contact already wears. */\n  tag?: string\n}\n\n/** How a matching rule assigns: one member, or the next in the pool. */\nexport type CrmAssignmentTarget = { memberUid: string } | { roundRobin: true }\n\n/**\n * One rule as the CRM reads it — `OrgCrmAssignmentRule` with the source\n * narrowed to the capture vocabulary.\n */\nexport interface CrmAssignmentRule extends OrgCrmAssignmentRule {\n  when: CrmAssignmentRuleWhen\n  assign: CrmAssignmentTarget\n}\n\n/** The pool as the CRM reads it: never absent, possibly empty. */\nexport interface CrmRoundRobinPool {\n  memberUids: string[]\n  lastAssignedUid: string | null\n}\n\n/**\n * The org's assignment settings, read tolerantly off the raw document.\n *\n * Every field is optional on the document and the section writes each on\n * its own, so a reader that trusted the shape would throw on the first org\n * that has set the pool but never a rule. Malformed entries are dropped\n * rather than refused wholesale: one hand-edited rule must not stop the\n * others from assigning.\n */\nexport interface CrmAssignmentSettings {\n  rules: CrmAssignmentRule[]\n  pool: CrmRoundRobinPool\n  /** Site id → default owner uid, for the sites that set one. */\n  hostDefaultOwners: Record<string, string>\n}\n\nfunction isContactSourceValue(value: unknown): value is ContactSource {\n  return typeof value === 'string' && value in CONTACT_SOURCE_LABELS\n}\n\nfunction cleanText(value: unknown, max: number): string | undefined {\n  const text = typeof value === 'string' ? value.trim().slice(0, max) : ''\n  return text || undefined\n}\n\n/** A rule as the document holds it, or `null` for one that cannot assign. */\nexport function readCrmAssignmentRule(raw: unknown): CrmAssignmentRule | null {\n  if (!raw || typeof raw !== 'object' || Array.isArray(raw)) return null\n  const entry = raw as Record<string, unknown>\n  const id = cleanText(entry['id'], 64)\n  if (!id) return null\n  const whenRaw =\n    entry['when'] && typeof entry['when'] === 'object' && !Array.isArray(entry['when'])\n      ? (entry['when'] as Record<string, unknown>)\n      : {}\n  const when: CrmAssignmentRuleWhen = {}\n  if (isContactSourceValue(whenRaw['source'])) when.source = whenRaw['source']\n  const formId = cleanText(whenRaw['formId'], 128)\n  if (formId) when.formId = formId\n  // A person types a domain the way they see one in an address — `@acme.com`\n  // — so the `@` is what the field means, not part of the domain.\n  const emailDomain = normalizeCompanyDomain(\n    String(whenRaw['emailDomain'] ?? '')\n      .trim()\n      .replace(/^@/, ''),\n  )\n  if (emailDomain) when.emailDomain = emailDomain\n  const tag = cleanText(whenRaw['tag'], 60)?.toLowerCase()\n  if (tag) when.tag = tag\n  const assignRaw =\n    entry['assign'] &&\n    typeof entry['assign'] === 'object' &&\n    !Array.isArray(entry['assign'])\n      ? (entry['assign'] as Record<string, unknown>)\n      : null\n  if (!assignRaw) return null\n  if (assignRaw['roundRobin'] === true) {\n    return { id, when, assign: { roundRobin: true } }\n  }\n  const memberUid = cleanText(assignRaw['memberUid'], 128)\n  return memberUid ? { id, when, assign: { memberUid } } : null\n}\n\nexport function readCrmAssignmentSettings(\n  orgDocument: Record<string, unknown> | null | undefined,\n): CrmAssignmentSettings {\n  const settings = (orgDocument ?? {})[ORG_CRM_SETTINGS_FIELD]\n  const crm =\n    settings && typeof settings === 'object' && !Array.isArray(settings)\n      ? (settings as Record<string, unknown>)\n      : {}\n  const rules = (Array.isArray(crm['assignmentRules']) ? crm['assignmentRules'] : [])\n    .map(readCrmAssignmentRule)\n    .filter((rule): rule is CrmAssignmentRule => rule !== null)\n    .slice(0, CRM_ASSIGNMENT_RULES_MAX)\n  const roundRobin =\n    crm['roundRobin'] && typeof crm['roundRobin'] === 'object'\n      ? (crm['roundRobin'] as Record<string, unknown>)\n      : {}\n  const memberUids = [\n    ...new Set(\n      (Array.isArray(roundRobin['memberUids']) ? roundRobin['memberUids'] : [])\n        .map((uid) => cleanText(uid, 128))\n        .filter((uid): uid is string => Boolean(uid)),\n    ),\n  ].slice(0, CRM_ROUND_ROBIN_POOL_MAX)\n  const hostSettings = crm[CRM_HOST_SETTINGS_KEY]\n  const hosts =\n    hostSettings && typeof hostSettings === 'object' && !Array.isArray(hostSettings)\n      ? (hostSettings as Record<string, unknown>)\n      : {}\n  const hostDefaultOwners: Record<string, string> = {}\n  for (const [hostId, value] of Object.entries(hosts)) {\n    const owner =\n      value && typeof value === 'object'\n        ? cleanText((value as Record<string, unknown>)['defaultOwnerUid'], 128)\n        : undefined\n    if (owner) hostDefaultOwners[hostId] = owner\n  }\n  return {\n    rules,\n    pool: {\n      memberUids,\n      lastAssignedUid: cleanText(roundRobin['lastAssignedUid'], 128) ?? null,\n    },\n    hostDefaultOwners,\n  }\n}\n\n/** The member a site hands unclaimed captures to, or `null` for nobody. */\nexport function crmHostDefaultOwner(\n  orgDocument: Record<string, unknown> | null | undefined,\n  hostId: string,\n): string | null {\n  return readCrmAssignmentSettings(orgDocument).hostDefaultOwners[hostId] ?? null\n}\n\n/** What a rule is matched against: the capture, as its door described it. */\nexport interface CrmAssignmentCapture {\n  source: ContactSource\n  email: string\n  formId?: string | null\n  /** The capture's own tags and whatever the contact already wears. */\n  tags?: readonly string[]\n}\n\n/**\n * The domain a rule's `emailDomain` is compared with — the address's own,\n * lowercased. Not `companyDomainForEmail`, which answers `null` for a public\n * mailbox: a team may well route every `gmail.com` sign-up to one rep, and\n * a rule that could not name a consumer domain could not say so.\n */\nexport function assignmentEmailDomain(email: string): string | null {\n  const at = email.lastIndexOf('@')\n  if (at < 0) return null\n  return normalizeCompanyDomain(email.slice(at + 1))\n}\n\n/**\n * Whether every condition the rule names holds for this capture. A rule\n * with no condition matches every capture — the catch-all.\n */\nexport function assignmentRuleMatches(\n  when: CrmAssignmentRuleWhen,\n  capture: CrmAssignmentCapture,\n): boolean {\n  if (when.source && when.source !== capture.source) return false\n  if (when.formId && when.formId !== (capture.formId ?? '')) return false\n  if (when.emailDomain && when.emailDomain !== assignmentEmailDomain(capture.email)) {\n    return false\n  }\n  if (when.tag) {\n    const worn = (capture.tags ?? []).map((tag) => String(tag).trim().toLowerCase())\n    if (!worn.includes(when.tag)) return false\n  }\n  return true\n}\n\n/**\n * The pool in the order the next record should try it: the member after\n * the last recipient first, wrapping round, and the last recipient\n * themselves at the end — so a pool of one still assigns, and a pointer\n * naming somebody no longer in the pool starts from the top.\n */\nexport function roundRobinOrder(\n  memberUids: readonly string[],\n  lastAssignedUid: string | null | undefined,\n): string[] {\n  if (!memberUids.length) return []\n  const at = lastAssignedUid ? memberUids.indexOf(lastAssignedUid) : -1\n  if (at < 0) return [...memberUids]\n  return [...memberUids.slice(at + 1), ...memberUids.slice(0, at + 1)]\n}\n\n/**\n * How a rule reads in the settings list — its conditions in words and\n * where it sends the record — so a reader can tell two rules apart without\n * opening either. `memberLabel` turns a uid into a name; the section passes\n * the roster's.\n */\nexport function describeAssignmentRule(\n  rule: CrmAssignmentRule,\n  memberLabel: (uid: string) => string,\n): { when: string; assign: string } {\n  const parts: string[] = []\n  if (rule.when.source) parts.push(`source is ${CONTACT_SOURCE_LABELS[rule.when.source]}`)\n  if (rule.when.formId) parts.push(`form is ${rule.when.formId}`)\n  if (rule.when.emailDomain) parts.push(`email domain is ${rule.when.emailDomain}`)\n  if (rule.when.tag) parts.push(`tagged ${rule.when.tag}`)\n  return {\n    when: parts.length ? parts.join(' and ') : 'Every capture',\n    assign:\n      'roundRobin' in rule.assign ? 'Round robin' : memberLabel(rule.assign.memberUid),\n  }\n}\n\n/**\n * A fresh rule id, unique among the ones the org already holds. Time and\n * entropy rather than a counter, so two admins adding a rule in two tabs\n * do not mint the same id and have one reorder clobber the other's rule.\n */\nexport function newAssignmentRuleId(existing: readonly string[]): string {\n  for (;;) {\n    const id = `rule-${Date.now().toString(36)}-${Math.random().toString(36).slice(2, 8)}`\n    if (!existing.includes(id)) return id\n  }\n}\n\n/**\n * The `visibleTo` every CRM creator stamps — client or server, whichever\n * door the record comes in through.\n *\n * The contact create path's own expression (`upsertHostContact`), lifted\n * here so that a company, a deal or a task created from a site's console\n * lands in exactly the scope a contact captured on that site would: the\n * whole org when the org has chosen `defaultResourceScope: 'org'`, and\n * otherwise the sites that present as one sender — which, undeclared, is\n * this site alone. That is the agency's isolation, arrived at with nothing\n * configured, and the reason this is a function rather than a convention\n * eight creators are asked to remember.\n *\n * Widening past the group is an ACT — an org-wide member editing the scope\n * on the record — never a default. The rules refuse a scoped member creating\n * a record outside their own tokens, so a creator that bypassed this could\n * only make its record invisible to itself, never wider.\n */\nexport function crmScopeTokens(\n  org: Record<string, unknown> | null | undefined,\n  group: ConsentGroup,\n): ScopeToken[] {\n  return (org ?? {})['defaultResourceScope'] === 'org'\n    ? [ORG_SCOPE_TOKEN]\n    : consentGroupScope(group)\n}\n\n/**\n * The `visibleTo` tokens a reader of this group may LIST, for the\n * `array-contains-any` every CRM listener filters by.\n *\n * The other half of {@link crmScopeTokens}: that is what a creator stamps,\n * this is what a reader asks for, and the two differ by exactly one token.\n * `'org'` leads because an org-wide record is visible to every site — an org\n * that widened its default deliberately still sees its own rows — and the\n * group's sites follow. The contacts list computes this inline; every other\n * CRM reader takes it from here so that none of them can drop the org token\n * and lose the org-wide rows, or forget the cap and have Firestore refuse\n * the query outright.\n *\n * Capped at {@link MAX_SCOPE_HOSTS}: a group wider than the operator's limit\n * is listed as far as the limit reaches, which is the contacts list's\n * behavior and the only one short of an error.\n */\nexport function crmReadTokens(group: ConsentGroup): ScopeToken[] {\n  return [ORG_SCOPE_TOKEN, ...consentGroupScope(group)].slice(0, MAX_SCOPE_HOSTS)\n}\n\n/*==========================================\n * THE TEAM, AS A RECORD NAMES THEM (AGL-2614).\n *\n * An owner and an assignee are stored by uid — `orgs/{orgId}/members/{uid}`\n * is keyed by it, and a uid outlives every address change. But the people\n * who NAME an owner do not think in uids: an automation step is typed, a\n * CSV column is an address, and a picker lists names. So a reference\n * arrives as one of two things, and every reader that turns a reference\n * into a person has to accept both or the roster splits into the members\n * who can be named and the members who cannot.\n *\n * The member documents make the second case real. Two production paths\n * create a member document WITHOUT its `email` — a host-access re-grant,\n * and an add whose auth record carried none — and such a member was\n * unnameable everywhere a surface asked for an address: an automation\n * could not assign to them, and a roster mapper that dropped a row with no\n * address could not even list them. A name they still have (the roster's\n * `displayName`), and a uid they always have, so a label falls through to\n * the uid rather than to nothing, and a reference is resolved by uid first\n * and by address second.\n *\n * Roster-only, deliberately. The project's Auth records could resolve an\n * address the roster cannot, and would resolve people who are not on this\n * organization at all (AGL-1122); a reference that names nobody on the\n * roster names nobody.\n *=========================================*/\n\n/** One person on the team, as a picker lists them and a reference resolves to them. */\nexport interface CrmMemberOption {\n  /** The account uid — what `ownerUid` and `assigneeUid` store. */\n  uid: string\n  /** The name a colleague recognizes: display name, else address, else the uid. */\n  label: string\n  /** The roster's address, when the member document carries one. */\n  email?: string\n}\n\n/**\n * How a step or a column names somebody on the team: an address when the\n * text is one, otherwise a uid. `null` for a blank, which every caller\n * treats as \"nobody named\" rather than as a member called \"\".\n */\nexport type CrmMemberRef =\n  | { kind: 'uid'; uid: string }\n  | { kind: 'email'; email: string }\n\nexport function parseCrmMemberRef(value: unknown): CrmMemberRef | null {\n  const text = String(value ?? '').trim()\n  if (!text) return null\n  if (text.includes('@')) {\n    const email = normalizeContactEmail(text)\n    return email ? { kind: 'email', email } : null\n  }\n  return { kind: 'uid', uid: text }\n}\n\n/**\n * A roster row as every CRM picker and column shows it.\n *\n * One mapping rather than four, because four is what the CRM had — and one\n * of them dropped a member whose document had neither a display name nor an\n * address, which is precisely the member the uid fallback exists for.\n */\nexport function crmMemberOption(\n  member: Record<string, unknown>,\n): CrmMemberOption | null {\n  const uid = String(member['$id'] ?? member['uid'] ?? '').trim()\n  if (!uid) return null\n  const displayName = String(member['displayName'] ?? '').trim()\n  const email = String(member['email'] ?? '').trim()\n  return {\n    uid,\n    label: displayName || email || uid,\n    ...(email ? { email } : {}),\n  }\n}\n\n/**\n * A roster row as a PICKER lists it: the name, and the address in\n * parentheses when the roster holds one that the name does not already\n * spell. Two teammates can share a display name — a workspace with two\n * \"Zach Gover\" rows cannot tell them apart by name alone, and the address is\n * the one thing the roster guarantees is unique. A column keeps `label`,\n * because a column is read at a glance and a picker is chosen from.\n */\nexport function crmMemberPickerLabel(\n  member: Pick<CrmMemberOption, 'label' | 'email'>,\n): string {\n  const label = String(member.label ?? '').trim()\n  const email = String(member.email ?? '').trim()\n  if (!email || email.toLowerCase() === label.toLowerCase()) return label || email\n  return `${label} (${email})`\n}\n\n/**\n * The member a stored reference names: by uid first — the stored shape —\n * and by address second, so a record that carries an address where a uid\n * belongs (an older import, a hand edit) still names the person the roster\n * has under it. Undefined for nobody, which the caller renders honestly as\n * \"former member\" or as the reference itself rather than as unassigned.\n */\nexport function findOrgMember<T extends { uid: string; email?: string | null }>(\n  members: readonly T[],\n  ref: string | null | undefined,\n): T | undefined {\n  const parsed = parseCrmMemberRef(ref)\n  if (!parsed) return undefined\n  if (parsed.kind === 'uid') {\n    return members.find((member) => member.uid === parsed.uid)\n  }\n  return members.find(\n    (member) => normalizeContactEmail(member.email) === parsed.email,\n  )\n}\n\n/*==========================================\n * LEADS (AGL-2608).\n *\n * A lead is NOT one of the six collections above. It lives at\n * `hosts/{hostId}/leads/{personKey}`, written by `addHostLead` when a\n * visitor signs up, books or submits a form, and it is host-scoped by PATH:\n * no `visibleTo`, no facet map, private to the site that captured it. What\n * the CRM adds is the working state a sales team keeps on such a capture —\n * a status, an owner, notes — and the record of its conversion into the\n * contact, company and deal that live in the org collections.\n *\n * These fields are typed here rather than beside `addHostLead` because the\n * writer of the capture and the reader of the working state are different\n * programs: the capture door stamps none of them, and a lead that predates\n * this block carries none of them, which is why every field is optional and\n * {@link crmLeadStatus} reads an absent status as `new`.\n *=========================================*/\n\n/**\n * Where a lead stands, in the order a person works one.\n *\n * `qualified` is the CONVERTED state — a lead becomes a contact by being\n * qualified, and the conversion stamps `convertedContactId` beside it — and\n * `unqualified` is the closed-without-conversion state with its reason. A\n * fixed list rather than free text for the reason the lifecycle stages are:\n * the section filters on it and a report counts by it.\n */\nexport const CRM_LEAD_STATUSES = [\n  'new',\n  'working',\n  'qualified',\n  'unqualified',\n] as const\n\nexport type CrmLeadStatus = (typeof CRM_LEAD_STATUSES)[number]\n\n/** How a lead status reads on screen — typed so a status cannot ship unlabeled. */\nexport const CRM_LEAD_STATUS_LABELS: Record<CrmLeadStatus, string> = {\n  new: 'New',\n  working: 'Working',\n  qualified: 'Qualified',\n  unqualified: 'Unqualified',\n}\n\n/**\n * The statuses a lead still needs somebody's attention in — what the Leads\n * section shows by default, so the list opens on the work rather than on\n * the history.\n */\nexport const CRM_LEAD_OPEN_STATUSES: readonly CrmLeadStatus[] = ['new', 'working']\n\n/**\n * The statuses that mean nobody needs to work the lead any more — the\n * operand of the `in` clause an open-lead figure subtracts with. Subtracts,\n * because an untouched lead carries no status field at all and Firestore\n * cannot select on a field's absence; the closed statuses are always\n * written, so they can be counted, and what remains is open. See\n * `openLeadsFromCounts`.\n */\nexport const CRM_LEAD_CLOSED_STATUSES: readonly CrmLeadStatus[] =\n  CRM_LEAD_STATUSES.filter((status) => !CRM_LEAD_OPEN_STATUSES.includes(status))\n\nexport function isCrmLeadStatus(value: unknown): value is CrmLeadStatus {\n  return (\n    typeof value === 'string' &&\n    (CRM_LEAD_STATUSES as readonly string[]).includes(value)\n  )\n}\n\n/**\n * The working state the CRM writes onto a lead document, beside what the\n * capture door wrote (`email`, `name`, `sources`, `submissionCount`,\n * `firstSeenAtMs`, `lastSeenAtMs`, the consent map).\n *\n * The four `converted*`/`dealId`/`companyId` fields are stamped ONLY by the\n * `crm/lead-convert` server route, in one write after the contact exists, so\n * a lead that carries `convertedContactId` names a contact that was really\n * created and a lead without it was never converted, whatever its status\n * says. `unqualifiedReason` travels with `status: 'unqualified'` and is the\n * one free-text field a report will want to read back.\n */\nexport interface CrmLeadFields extends CrmLeadProfile {\n  status?: CrmLeadStatus\n  /** The team member working the lead. */\n  ownerUid?: string\n  notes?: string\n  unqualifiedReason?: string\n  /** `orgs/{orgId}/contacts/{contactId}` — the person this lead became. */\n  convertedContactId?: string\n  convertedAtMs?: number\n  /** The deal the conversion opened, when the converter asked for one. */\n  dealId?: string\n  /** The company the conversion created or linked, when it named one. */\n  companyId?: string\n  /**\n   * The last verdict on the lead's address (AGL-3245) — bounced, blocked,\n   * unsubscribed, do-not-contact — written by the platform's senders only,\n   * never by a form or the lead's editor. Absent means nothing is known.\n   */\n  emailState?: EmailState\n  /**\n   * The campaigns the lead is filed under (AGL-3254): container ids from\n   * `orgs/{orgId}/emailCampaigns`, at the top of the document the way a\n   * form carries them (`campaign-membership.ts`), never names. Written by\n   * the New lead drawer, the import, the bulk bar and a sequence's enroll;\n   * handed to the contact's facet when the lead converts.\n   */\n  campaignIds?: string[]\n  /**\n   * The org's custom LEAD fields, keyed by each definition's `key`\n   * (AGL-3272) — the same map a contact facet, a company and a deal keep,\n   * judged against the definitions whose `object` is `lead`.\n   *\n   * It does NOT travel to the contact on convert. Keys are unique per\n   * object, so a lead's `budget` and a contact's `budget` are two\n   * definitions that may hold two types, and copying one map into the\n   * other would write a value the receiving definition never agreed to.\n   * Salesforce answers this with an explicit lead field mapping; until\n   * there is one here the values stay on the lead, which a converted lead\n   * is still read back for.\n   */\n  custom?: Record<string, CrmCustomValue>\n}\n\n/*==========================================\n * THE LEAD'S OWN PROFILE (AGL-3231).\n *\n * A Salesforce lead is a record of its own: it carries the person AND\n * their company as text — company, title, phone, website, address, the\n * source that produced it — and none of it is a contact until the lead\n * converts, when the convert step hands every field to the contact and the\n * account it creates. A lead that held only an address and a name could\n * not be worked without a contact beside it, which is how one person came\n * to sit in both lists; these fields are what let the lead stand alone.\n *\n * ## Text, not links\n *\n * `company` is the company's NAME, never a company id. A lead has not been\n * qualified, so the account it names may not deserve a record yet — a\n * thousand imported leads must not mint a thousand companies — and the\n * conversion is where the text becomes a link: it finds the company by\n * that name or by the address's domain, or creates it. The `companyId` on\n * `CrmLeadFields` is the conversion's stamp, written once, and never what\n * a lead carries while it is open.\n *\n * ## The same shapes the contact keeps\n *\n * The phone is E.164 through `normalizePhone`, the address is\n * `AglynPostalAddress` through `normalizeAddress`, tags are lower-cased and\n * capped as the contact's are, and the website is normalized as a\n * company's is — so the conversion copies values rather than translating\n * them, and a lead typed in the drawer and a contact typed in its drawer\n * refuse the same phone number in the same sentence.\n *\n * ## `leadSource` beside `sources`\n *\n * `sources` is the capture door's record of which SURFACES met the person\n * — `signup`, `booking`, `form:{id}`, `import` — and no file may rewrite\n * it. `leadSource` is what Salesforce calls Lead Source: one of the org's\n * own picklist values (\"Trade show\", \"Referral\" — see LEAD SOURCE IS A\n * PICKLIST below), reported on and filtered by, and never derived. Two\n * fields because they answer two questions, and a file that could write\n * the first would be rewriting the site's own history.\n *=========================================*/\n\n/** The longest text one profile field holds — the contact's own cap. */\nexport const CRM_LEAD_TEXT_MAX = 120\n/** The most tags one lead keeps — the contact's own cap. */\nexport const CRM_LEAD_TAGS_MAX = 20\n/** The longest note a lead keeps — the lead page's own cap. */\nexport const CRM_LEAD_NOTES_MAX = 4000\n\nexport interface CrmLeadProfile {\n  /** The company's name, as text — see the block header. */\n  company?: string\n  jobTitle?: string\n  /** E.164 — `normalizePhone` before writing. */\n  phone?: string\n  /** An http(s) URL — `normalizeCompanyWebsite` before writing. */\n  website?: string\n  address?: AglynPostalAddress | null\n  /** Lower-cased, deduplicated, at most {@link CRM_LEAD_TAGS_MAX}. */\n  tags?: string[]\n  /**\n   * Where the lead came from — Salesforce's Lead Source: the LABEL of one\n   * of the org's lead source values (see {@link CrmPicklist}).\n   */\n  leadSource?: string\n}\n\n/** The profile's keys, in the order a card lists them. */\nexport const CRM_LEAD_PROFILE_KEYS = [\n  'company',\n  'jobTitle',\n  'phone',\n  'website',\n  'address',\n  'tags',\n  'leadSource',\n] as const satisfies readonly (keyof CrmLeadProfile)[]\n\nexport type CrmLeadProfileKey = (typeof CRM_LEAD_PROFILE_KEYS)[number]\n\n/**\n * A profile as a writer receives it: a key present is a value to store, a\n * key present and `null` is a field to clear, a key absent is left alone.\n * The PATCH semantics every CRM write has.\n */\nexport type CrmLeadProfilePatch = {\n  [K in CrmLeadProfileKey]?: NonNullable<CrmLeadProfile[K]> | null\n}\n\n/** Why one field of a profile could not be read, under the field. */\nexport type CrmLeadProfileErrors = Partial<Record<CrmLeadProfileKey, string>>\n\n/** The sentence an unreadable phone number is refused with, under the field. */\nexport const CRM_LEAD_PHONE_REFUSAL =\n  'That phone number could not be read. Enter it with its country code, like ' +\n  '+1 512 555 0107.'\n\n/** The sentence an unreadable website is refused with, under the field. */\nexport const CRM_LEAD_WEBSITE_REFUSAL = 'Enter a web address, like acme.com'\n\n/**\n * Tags as a lead stores them: lower-cased, trimmed, deduplicated, capped —\n * from an array or a comma-separated string, so a file cell and a form\n * field are one input.\n */\nexport function normalizeCrmLeadTags(value: unknown): string[] {\n  const items = Array.isArray(value)\n    ? value\n    : typeof value === 'string'\n      ? value.split(',')\n      : []\n  return [\n    ...new Set(\n      items\n        .map((tag) =>\n          String(tag ?? '')\n            .trim()\n            .slice(0, 40)\n            .toLowerCase(),\n        )\n        .filter(Boolean),\n    ),\n  ].slice(0, CRM_LEAD_TAGS_MAX)\n}\n\n/**\n * Read a profile off an untrusted body, one field at a time.\n *\n * Every key the body names is answered: as a normalized value, as `null`\n * when the body cleared it (an empty string, `null`, an empty list, a blank\n * address), or as an error under the field when the value cannot be\n * stored as typed. Keys the body does not name are not in the answer, so\n * a caller can write exactly what was asked. A `website` is normalized the\n * way a company's is; a phone the way a contact's is; both refuse rather\n * than store a value the record would then render as a link to nowhere.\n */\nexport function normalizeCrmLeadProfile(\n  input: Record<string, unknown> | null | undefined,\n): { patch: CrmLeadProfilePatch; errors: CrmLeadProfileErrors } {\n  const body = input ?? {}\n  const patch: CrmLeadProfilePatch = {}\n  const errors: CrmLeadProfileErrors = {}\n  const text = (key: 'company' | 'jobTitle' | 'leadSource') => {\n    if (!(key in body)) return\n    const value = String(body[key] ?? '')\n      .trim()\n      .replace(/\\s+/g, ' ')\n      .slice(0, CRM_LEAD_TEXT_MAX)\n    patch[key] = value || null\n  }\n  text('company')\n  text('jobTitle')\n  text('leadSource')\n  if ('phone' in body) {\n    const raw = String(body['phone'] ?? '').trim()\n    if (!raw) patch.phone = null\n    else {\n      const phone = normalizePhone(raw)\n      if (phone) patch.phone = phone\n      else errors.phone = CRM_LEAD_PHONE_REFUSAL\n    }\n  }\n  if ('website' in body) {\n    const raw = String(body['website'] ?? '').trim()\n    if (!raw) patch.website = null\n    else {\n      const website = normalizeCompanyWebsite(raw)\n      if (website) patch.website = website\n      else errors.website = CRM_LEAD_WEBSITE_REFUSAL\n    }\n  }\n  if ('address' in body) {\n    const raw = body['address']\n    patch.address =\n      raw && typeof raw === 'object' && !Array.isArray(raw)\n        ? normalizeAddress(raw as AglynPostalAddress)\n        : null\n  }\n  if ('tags' in body) {\n    const tags = normalizeCrmLeadTags(body['tags'])\n    patch.tags = tags.length ? tags : null\n  }\n  return { patch, errors }\n}\n\n/*==========================================\n * LEAD SOURCE IS A PICKLIST (AGL-3298).\n *\n * Salesforce's Lead Source is a restricted picklist: an admin keeps the\n * list of values, a rep picks one, and an import or an API write naming\n * anything else is refused. Here the list is one org document,\n * `orgs/{orgId}/crmPicklists/leadSource`, holding the values in order as\n * `{ id, label, active }` and an optional default for new records.\n *\n * ## Records store the LABEL\n *\n * A lead carries `leadSource: \"Trade show\"`, not an id. Every reader that\n * existed before the picklist — the CSV export, the REST resource, the\n * record facts, a saved view's filter, a report grouped by the field —\n * reads the text and keeps working, and a file exported from here\n * re-imports as is. What an id would have bought is a free rename; here a\n * rename (and a delete) REPLACES the old label on every record in the same\n * operation, the way Salesforce's own Replace does, so a report grouped\n * by the field follows the rename rather than splitting in two. The value's\n * `id` is what the list itself is keyed by — the default, a reorder, the\n * manage page's rows — and it never changes.\n *\n * ## Inactive, not gone\n *\n * A deactivated value leaves every picker but stays on the records that\n * hold it, shown with an \"(inactive)\" hint, and a write that keeps a\n * record's current value is never refused for it. A value is removed only\n * by Delete, which names the value its records move to.\n *\n * ## An org that never edited the list\n *\n * Has no document, and reads {@link CRM_LEAD_SOURCE_STARTER_LABELS} — a\n * small Salesforce-like set. The first edit on the manage page writes that\n * set down as the org's own, so a new org starts with a usable list and no\n * org-creation step has to seed it.\n *=========================================*/\n\n/** The picklists an org keeps, by document id — one per standard field. */\nexport const CRM_PICKLIST_IDS = ['leadSource'] as const\n\nexport type CrmPicklistId = (typeof CRM_PICKLIST_IDS)[number]\n\n/** The lead source value set's document id. */\nexport const CRM_LEAD_SOURCE_PICKLIST: CrmPicklistId = 'leadSource'\n\n/** The most values one picklist holds — a menu, not a table. */\nexport const CRM_PICKLIST_VALUES_MAX = 200\n\n/** One value of a picklist. `id` never changes; `label` is what records store. */\nexport interface CrmPicklistValue {\n  id: string\n  label: string\n  active: boolean\n}\n\n/** A picklist as stored and as every reader takes it. */\nexport interface CrmPicklist {\n  /** In the order every picker lists them. */\n  values: CrmPicklistValue[]\n  /** The value a new record starts with, by id — `null` for none. */\n  defaultValueId: string | null\n}\n\n/**\n * The values an org that has never edited its list reads — see the block\n * header. Salesforce's own standard set, trimmed to what a small team\n * recognizes.\n */\nexport const CRM_LEAD_SOURCE_STARTER_LABELS: readonly string[] = [\n  'Web',\n  'Phone inquiry',\n  'Referral',\n  'Partner',\n  'Purchased list',\n  'Trade show',\n  'Other',\n]\n\n/** A label as a picklist stores it: trimmed, single-spaced, capped. */\nexport function normalizeCrmPicklistLabel(value: unknown): string {\n  return String(value ?? '')\n    .trim()\n    .replace(/\\s+/g, ' ')\n    .slice(0, CRM_LEAD_TEXT_MAX)\n}\n\n/** The key two labels are compared by: case and spacing do not make a new value. */\nfunction picklistKey(label: string): string {\n  return normalizeCrmPicklistLabel(label).toLowerCase()\n}\n\n/**\n * A new value's id: the label as a slug, suffixed until it is not one of\n * `taken`. Derived rather than random so a seeded list reads the same in\n * every org, and never reused, because a default names a value by it.\n */\nexport function crmPicklistValueId(label: string, taken: Iterable<string>): string {\n  const used = new Set(taken)\n  const base =\n    normalizeCrmPicklistLabel(label)\n      .toLowerCase()\n      .normalize('NFKD')\n      .replace(/[^a-z0-9]+/g, '-')\n      .replace(/^-+|-+$/g, '')\n      .slice(0, 40) || 'value'\n  let id = base\n  for (let n = 2; used.has(id); n += 1) id = `${base}-${n}`\n  return id\n}\n\n/** A picklist of active values from labels, in order, with no default. */\nexport function crmPicklistFromLabels(labels: readonly string[]): CrmPicklist {\n  const values: CrmPicklistValue[] = []\n  const seen = new Set<string>()\n  for (const raw of labels) {\n    const label = normalizeCrmPicklistLabel(raw)\n    if (!label || seen.has(picklistKey(label))) continue\n    seen.add(picklistKey(label))\n    values.push({ id: crmPicklistValueId(label, values.map((value) => value.id)), label, active: true })\n  }\n  return { values: values.slice(0, CRM_PICKLIST_VALUES_MAX), defaultValueId: null }\n}\n\n/**\n * A stored document as a picklist, or `null` for one that holds none.\n *\n * Tolerant, because the document is client-written: a value with no label\n * is dropped, a second value with the same label (in any case) or the same\n * id is dropped, `active` is true unless it is `false`, and a default that\n * names no value is no default.\n */\nexport function normalizeCrmPicklist(raw: unknown): CrmPicklist | null {\n  if (!raw || typeof raw !== 'object') return null\n  const stored = raw as Record<string, unknown>\n  if (!Array.isArray(stored['values'])) return null\n  const values: CrmPicklistValue[] = []\n  const labels = new Set<string>()\n  const ids = new Set<string>()\n  for (const entry of stored['values']) {\n    if (!entry || typeof entry !== 'object') continue\n    const value = entry as Record<string, unknown>\n    const label = normalizeCrmPicklistLabel(value['label'])\n    if (!label || labels.has(picklistKey(label))) continue\n    let id = String(value['id'] ?? '').trim().slice(0, 64)\n    if (!id || id.includes('/') || ids.has(id)) id = crmPicklistValueId(label, ids)\n    labels.add(picklistKey(label))\n    ids.add(id)\n    values.push({ id, label, active: value['active'] !== false })\n    if (values.length >= CRM_PICKLIST_VALUES_MAX) break\n  }\n  const defaultId = String(stored['defaultValueId'] ?? '')\n  return {\n    values,\n    defaultValueId: ids.has(defaultId) ? defaultId : null,\n  }\n}\n\n/** The org's lead source list as every reader should take it — see the block header. */\nexport function effectiveCrmLeadSourcePicklist(raw: unknown): CrmPicklist {\n  return normalizeCrmPicklist(raw) ?? crmPicklistFromLabels(CRM_LEAD_SOURCE_STARTER_LABELS)\n}\n\n/** The value a label names, in any case or spacing — `null` for none. */\nexport function crmPicklistValueByLabel(\n  picklist: CrmPicklist,\n  label: unknown,\n): CrmPicklistValue | null {\n  const key = picklistKey(String(label ?? ''))\n  if (!key) return null\n  return picklist.values.find((value) => picklistKey(value.label) === key) ?? null\n}\n\n/** The values a picker offers. */\nexport function crmPicklistActiveValues(picklist: CrmPicklist): CrmPicklistValue[] {\n  return picklist.values.filter((value) => value.active)\n}\n\n/** The label a new record starts with — only while the default value is active. */\nexport function crmPicklistDefaultLabel(picklist: CrmPicklist): string | null {\n  const value = picklist.values.find((entry) => entry.id === picklist.defaultValueId)\n  return value?.active ? value.label : null\n}\n\n/**\n * The sentence a lead source outside the list is refused with, naming what\n * the list allows. A long list is cut at twenty names so the sentence stays\n * one a person can read.\n */\nexport function crmLeadSourceRefusal(picklist: CrmPicklist): string {\n  const active = crmPicklistActiveValues(picklist).map((value) => value.label)\n  if (!active.length) {\n    return 'This organization has no active lead sources. Add one under CRM › Fields › Leads.'\n  }\n  const shown = active.slice(0, 20).join(', ')\n  const more = active.length > 20 ? `, and ${active.length - 20} more` : ''\n  return `Lead source must be one of: ${shown}${more}.`\n}\n\n/**\n * Whether a write may store `value` as a record's lead source, and the\n * label it stores.\n *\n *  - Blank or `null` clears the field — lead source is never required.\n *  - An ACTIVE value, in any case or spacing, stores that value's label.\n *  - The record's `current` value is kept even when it is inactive or no\n *    longer listed: re-saving a record must never be refused for a value\n *    somebody else deactivated.\n *  - Anything else is refused with {@link crmLeadSourceRefusal}.\n */\nexport function judgeCrmLeadSource(\n  picklist: CrmPicklist,\n  value: unknown,\n  current?: unknown,\n): { ok: true; value: string | null } | { ok: false; error: string } {\n  const label = normalizeCrmPicklistLabel(value)\n  if (!label) return { ok: true, value: null }\n  const held = normalizeCrmPicklistLabel(current)\n  if (held && picklistKey(held) === picklistKey(label)) return { ok: true, value: held }\n  const match = crmPicklistValueByLabel(picklist, label)\n  if (match?.active) return { ok: true, value: match.label }\n  return { ok: false, error: crmLeadSourceRefusal(picklist) }\n}\n\n/** One option of a lead source select. */\nexport interface CrmPicklistOption {\n  label: string\n  /** Listed but deactivated — shown with an \"(inactive)\" hint. */\n  inactive: boolean\n  /** Not in the list at all — a value written before the list existed. */\n  unlisted: boolean\n}\n\n/**\n * What a select offers for a record holding `current`: every active value\n * in order, then the record's own value when the list would not otherwise\n * show it, so the select keeps what the record holds until it is changed.\n */\nexport function crmPicklistOptions(\n  picklist: CrmPicklist,\n  current?: unknown,\n): CrmPicklistOption[] {\n  const options: CrmPicklistOption[] = crmPicklistActiveValues(picklist).map((value) => ({\n    label: value.label,\n    inactive: false,\n    unlisted: false,\n  }))\n  const held = normalizeCrmPicklistLabel(current)\n  if (held && !options.some((option) => picklistKey(option.label) === picklistKey(held))) {\n    const listed = crmPicklistValueByLabel(picklist, held)\n    options.push({ label: held, inactive: Boolean(listed), unlisted: !listed })\n  }\n  return options\n}\n\n/**\n * Where a label sorts: its value's position in the list, unlisted values\n * after every listed one, and a record with none last. The order the admin\n * chose is the order a sort by the field reads in, as Salesforce's does.\n */\nexport function crmPicklistRank(picklist: CrmPicklist, label: unknown): number {\n  const text = normalizeCrmPicklistLabel(label)\n  if (!text) return Number.MAX_SAFE_INTEGER\n  const at = picklist.values.findIndex((value) => picklistKey(value.label) === picklistKey(text))\n  return at < 0 ? CRM_PICKLIST_VALUES_MAX : at\n}\n\n/** The name a lead is listed under: the name it carries, else its address. */\nexport function crmLeadDisplayName(\n  lead: Record<string, unknown> | null | undefined,\n): string {\n  const name = String(lead?.['name'] ?? '').trim()\n  return name || String(lead?.['email'] ?? '').trim()\n}\n\n/**\n * A lead's status as the list and the filter should read it.\n *\n * `new` for a lead that carries no status at all — every lead captured\n * before the CRM existed, and every lead the capture door writes today,\n * because `addHostLead` stamps none. Reading the absence as `new` is what\n * lets the section open on the leads a site already holds rather than on an\n * empty list until each one has been touched once. A stored value the union\n * does not name also reads as `new`: it is a document some other writer\n * produced, and refusing to list it would hide a person.\n */\nexport function crmLeadStatus(\n  lead: Pick<CrmLeadFields, 'status'> | null | undefined,\n): CrmLeadStatus {\n  const status = lead?.status\n  return isCrmLeadStatus(status) ? status : 'new'\n}\n\n/** Whether a lead still needs working — see {@link CRM_LEAD_OPEN_STATUSES}. */\nexport function isCrmLeadOpen(\n  lead: Pick<CrmLeadFields, 'status'> | null | undefined,\n): boolean {\n  return CRM_LEAD_OPEN_STATUSES.includes(crmLeadStatus(lead))\n}\n\n/*==========================================\n * SAVED VIEWS (AGL-2617) — a list the way one person works it.\n *\n * \"My open leads in Texas\" is a list a rep opens every morning, and it is\n * three things at once: the filters that pick the people, the columns they\n * want to see about them, and the order they want them in. A `ContactSegment`\n * kept the first of those for two dimensions — tags and capture sources —\n * and nothing kept the rest, so every reload put the reader back at the\n * whole list. A view keeps all three, for every list in the CRM, under a\n * name, and is addressable: `?view=<id>` on the section's own URL opens it.\n *\n * ## The filters are the LIST'S grammar, not a second one\n *\n * A clause here is `{ field, op, value }` — structurally the\n * `ListFilterRequest` the shared list-filter grammar already speaks, the\n * request a grid's filter panel produces and the one the query translator\n * and the in-memory matcher both read. A view stores a list of them and\n * nothing more, so a view can only ask what the list can already answer,\n * and a list that gains a filterable field gains it for its views at no\n * cost. The type is restated here rather than imported because this module\n * is pure data and the grammar's home is a UI library; the shape is the\n * contract, and `normalizeCrmViewFilters` is what holds a stored document\n * to it.\n *\n * ## Mine, and shared\n *\n * A view is one person's working arrangement until they say otherwise, so\n * it lists only for its owner; `shared` puts it in front of everyone who\n * can read the section. Both are stamped `visibleTo` like every CRM row,\n * because a view is a description of the people it selects and answers to\n * the same authority they do — a private view is hidden by the LISTING, not\n * by the rules, and the rules let the creator or an org-wide member change\n * or remove it.\n *\n * ## The default is the reader's, not the view's\n *\n * Which view a section opens on is a preference of one person for one\n * organization, so it lives on the reader's own profile document beside\n * their notification mutes rather than on the view — a shared view somebody\n * else made their default must not become everybody's.\n *=========================================*/\n\n/** The lists a view can be saved for — every CRM section that has one. */\nexport const CRM_VIEW_SECTIONS = [\n  'contacts',\n  'companies',\n  'deals',\n  'tasks',\n  'leads',\n] as const\n\nexport type CrmViewSection = (typeof CRM_VIEW_SECTIONS)[number]\n\nexport function isCrmViewSection(value: unknown): value is CrmViewSection {\n  return (\n    typeof value === 'string' &&\n    (CRM_VIEW_SECTIONS as readonly string[]).includes(value)\n  )\n}\n\n/**\n * One filter a view carries: a field, an operator and a value, exactly as a\n * list's own filter panel would send them to its query.\n *\n * `label` is the human reading of an OPAQUE value — a team member's name\n * beside their uid, a company's name beside its id — kept on the clause so\n * the chip that shows it can say \"Owner is Dana\" without a read. Display\n * only: nothing matches on it, and a clause without one shows its value.\n */\nexport interface CrmViewFilterClause {\n  field: string\n  op: string\n  value: string\n  label?: string\n}\n\n/** The column a view orders by, and which way. */\nexport interface CrmViewSort {\n  field: string\n  direction: 'asc' | 'desc'\n}\n\n/**\n * What a view holds about a list — the part a section reads and writes,\n * without the name and the ownership around it.\n *\n * `columns` is the VISIBLE set, by column field, or empty for the list's\n * own default; `sort` is one column or none, because a table sorts by one.\n */\nexport interface CrmViewState {\n  filters: CrmViewFilterClause[]\n  columns: string[]\n  sort: CrmViewSort | null\n}\n\n/** `orgs/{orgId}/crmViews/{viewId}`. */\nexport interface CrmSavedView extends CrmScoped, CrmViewState {\n  section: CrmViewSection\n  name: string\n  /** Whose working arrangement this is — the creator, and the one member the rules let change it. */\n  ownerUid: string\n  createdByUid: string\n  /** Listed for everybody who can read the section, rather than the owner alone. */\n  shared: boolean\n}\n\nexport const CRM_VIEW_NAME_MAX = 60\n/**\n * The most clauses one view carries. A bound on the predicate, not the\n * audience: the list matches most of them in memory over a bounded window,\n * and a stored array has no natural end.\n */\nexport const CRM_VIEW_MAX_FILTERS = 20\nexport const CRM_VIEW_MAX_COLUMNS = 60\n/** Filter operators that carry no value, so an empty `value` is not a dropped clause. */\nconst VALUELESS_VIEW_OPS: ReadonlySet<string> = new Set(['isEmpty', 'isNotEmpty'])\n\nexport const EMPTY_CRM_VIEW_STATE: CrmViewState = Object.freeze({\n  filters: [],\n  columns: [],\n  sort: null,\n}) as CrmViewState\n\nconst asViewText = (value: unknown, max: number): string =>\n  typeof value === 'string' ? value.trim().slice(0, max) : ''\n\n/**\n * A stored view's filters, held to the clause shape.\n *\n * Strict about what it keeps: a clause with no field or no operator is not\n * a filter, and a valued operator with no value would read as a filter\n * that matches nothing — so both are dropped rather than kept, for the same\n * reason the dynamic-list rule drops an empty branch: a view must not\n * quietly select a different population than the one it reads as.\n */\nexport function normalizeCrmViewFilters(value: unknown): CrmViewFilterClause[] {\n  if (!Array.isArray(value)) return []\n  const clauses: CrmViewFilterClause[] = []\n  for (const raw of value) {\n    const entry = (raw ?? {}) as Record<string, unknown>\n    const field = asViewText(entry['field'], 80)\n    const op = asViewText(entry['op'], 40)\n    const text = asViewText(entry['value'], 500)\n    if (!field || !op) continue\n    if (!text && !VALUELESS_VIEW_OPS.has(op)) continue\n    const label = asViewText(entry['label'], 120)\n    clauses.push({ field, op, value: text, ...(label ? { label } : {}) })\n    if (clauses.length >= CRM_VIEW_MAX_FILTERS) break\n  }\n  return clauses\n}\n\nexport function normalizeCrmViewColumns(value: unknown): string[] {\n  if (!Array.isArray(value)) return []\n  const seen = new Set<string>()\n  for (const raw of value) {\n    const column = asViewText(raw, 80)\n    if (column) seen.add(column)\n    if (seen.size >= CRM_VIEW_MAX_COLUMNS) break\n  }\n  return [...seen]\n}\n\nexport function normalizeCrmViewSort(value: unknown): CrmViewSort | null {\n  const entry = (value ?? null) as Record<string, unknown> | null\n  const field = entry ? asViewText(entry['field'], 80) : ''\n  if (!field) return null\n  return { field, direction: entry?.['direction'] === 'desc' ? 'desc' : 'asc' }\n}\n\n/** A stored document's three list-facing fields, held to their shapes. */\nexport function normalizeCrmViewState(value: unknown): CrmViewState {\n  const entry = (value ?? {}) as Record<string, unknown>\n  return {\n    filters: normalizeCrmViewFilters(entry['filters']),\n    columns: normalizeCrmViewColumns(entry['columns']),\n    sort: normalizeCrmViewSort(entry['sort']),\n  }\n}\n\n/**\n * Whether two states describe the same list — what \"unsaved changes\" means.\n *\n * Clause order matters (a list applies them in order, and the first one the\n * query can serve is the one it serves); the label on a clause does not,\n * because nothing matches on it.\n */\nexport function crmViewStateEquals(a: CrmViewState, b: CrmViewState): boolean {\n  if (a.filters.length !== b.filters.length) return false\n  for (let index = 0; index < a.filters.length; index += 1) {\n    const left = a.filters[index]\n    const right = b.filters[index]\n    if (\n      left.field !== right.field ||\n      left.op !== right.op ||\n      left.value !== right.value\n    ) {\n      return false\n    }\n  }\n  if (a.columns.length !== b.columns.length) return false\n  if (a.columns.some((column, index) => column !== b.columns[index])) {\n    return false\n  }\n  if (!a.sort || !b.sort) return a.sort === b.sort\n  return a.sort.field === b.sort.field && a.sort.direction === b.sort.direction\n}\n\n/**\n * Whether a view belongs in this reader's menu: their own, or one somebody\n * shared. The rules admit the read either way — see the module note — so\n * this is what keeps one person's private arrangement out of another's\n * list.\n */\nexport function crmViewIsListed(\n  view: Pick<CrmSavedView, 'shared' | 'ownerUid'>,\n  uid: string | null | undefined,\n): boolean {\n  return view.shared === true || (Boolean(uid) && view.ownerUid === uid)\n}\n\n/**\n * The Contacts list's filterable fields, by the names a view clause carries.\n *\n * A contract between three readers that cannot import one another: the\n * list's own filter grammar (which declares these as its columns), a saved\n * view (which stores them), and the dynamic-list translator below in\n * `dynamic-list-rule.ts` (which turns them into audience dimensions). Named\n * once so a rename on the list cannot silently stop an audience matching.\n * `custom` is a PREFIX: a custom field's column is the prefix and its key.\n */\nexport const CRM_CONTACT_VIEW_FIELDS = {\n  tags: 'tags',\n  source: 'source',\n  owner: 'ownerUid',\n  stage: 'lifecycleStage',\n  company: 'companyId',\n  createdAt: 'createdAt',\n  updatedAt: 'updatedAt',\n  orders: 'ordersCount',\n  ltv: 'ltvCents',\n  custom: 'custom_',\n} as const\n\n/** The column a custom contact field filters and shows as. */\nexport const crmContactCustomColumn = (key: string): string =>\n  `${CRM_CONTACT_VIEW_FIELDS.custom}${key}`\n\n/** The field key a custom column stands for, or `null` for any other column. */\nexport function crmContactCustomKey(column: string): string | null {\n  const prefix = CRM_CONTACT_VIEW_FIELDS.custom\n  return column.startsWith(prefix) && column.length > prefix.length\n    ? column.slice(prefix.length)\n    : null\n}\n\n/**\n * A stored phone number as the `href` of a click-to-call link, or `null`\n * when the value is not one (AGL-2661).\n *\n * The console stores E.164 (`normalizePhone` runs before every write), and\n * a `tel:` URL wants exactly that: digits with a leading `+`, nothing else.\n * Spaces, dots, dashes and parentheses are dropped rather than refused\n * because a value written before normalization existed may carry them;\n * anything that is not a run of digits after that — a word, an extension\n * typed as `x123` — is refused, because a dialer handed it would ring\n * nothing and the link would be a lie.\n */\nexport function crmTelHref(phone: unknown): string | null {\n  const text = String(phone ?? '').trim()\n  if (!text) return null\n  const compact = text.replace(/[\\s().-]/g, '')\n  return /^\\+?\\d{3,20}$/.test(compact) ? `tel:${compact}` : null\n}\n\nconst CRM_VIEW_TAGS_FIELD = CRM_CONTACT_VIEW_FIELDS.tags\nconst CRM_VIEW_SOURCE_FIELD = CRM_CONTACT_VIEW_FIELDS.source\n\n/**\n * A saved segment, as the filters of a contacts view.\n *\n * A segment is \"any of these tags AND any of these sources\", so each\n * becomes one `isAnyOf` clause — OR within, AND across, which is the\n * reading `contactMatchesSegment` gives it. A single tag is emitted as\n * `contains` instead: that operator is the one the contacts query can serve\n * from the index, so a one-tag segment opened as a view reaches the whole\n * collection rather than the loaded window. The values are the segment's\n * own, joined the way the grammar's `isAnyOf` splits them.\n */\nexport function crmViewFiltersFromSegment(\n  segment: Pick<ContactSegment, 'tags' | 'sources'>,\n): CrmViewFilterClause[] {\n  const tags = (segment.tags ?? []).map((tag) => tag.trim()).filter(Boolean)\n  const sources = (segment.sources ?? []).filter(\n    (source) => source in CONTACT_SOURCE_LABELS,\n  )\n  return [\n    ...(tags.length === 1\n      ? [{ field: CRM_VIEW_TAGS_FIELD, op: 'contains', value: tags[0] }]\n      : tags.length\n        ? [{ field: CRM_VIEW_TAGS_FIELD, op: 'isAnyOf', value: tags.join(',') }]\n        : []),\n    ...(sources.length === 1\n      ? [{ field: CRM_VIEW_SOURCE_FIELD, op: 'equals', value: sources[0] }]\n      : sources.length\n        ? [\n            {\n              field: CRM_VIEW_SOURCE_FIELD,\n              op: 'isAnyOf',\n              value: sources.join(','),\n            },\n          ]\n        : []),\n  ]\n}\n\n/**\n * The other direction: the segment a view's filters describe, or `null`\n * when the view carries no tag or source clause a segment could hold.\n *\n * Only the two dimensions a segment has are read, and only through the\n * operators that mean \"has one of these\"; a `name startsWith` or an owner\n * clause is not a segment's to keep. What comes back is what \"Save as\n * segment\" writes, so a campaign audience built from it selects exactly the\n * tags and sources the reader could see on the chips.\n */\nexport function crmViewSegmentFilters(\n  filters: readonly CrmViewFilterClause[],\n): Pick<ContactSegment, 'tags' | 'sources'> | null {\n  const tags = new Set<string>()\n  const sources = new Set<ContactSource>()\n  const split = (value: string) =>\n    value\n      .split(',')\n      .map((entry) => entry.trim())\n      .filter(Boolean)\n  for (const clause of filters) {\n    if (clause.field === CRM_VIEW_TAGS_FIELD) {\n      if (clause.op === 'contains') tags.add(clause.value.trim().toLowerCase())\n      else if (clause.op === 'isAnyOf') {\n        for (const tag of split(clause.value)) tags.add(tag.toLowerCase())\n      }\n    } else if (clause.field === CRM_VIEW_SOURCE_FIELD) {\n      const values = clause.op === 'equals' ? [clause.value.trim()] : clause.op === 'isAnyOf' ? split(clause.value) : []\n      for (const source of values) {\n        if (source in CONTACT_SOURCE_LABELS) sources.add(source as ContactSource)\n      }\n    }\n  }\n  tags.delete('')\n  if (!tags.size && !sources.size) return null\n  return {\n    ...(tags.size ? { tags: [...tags] } : {}),\n    ...(sources.size ? { sources: [...sources] } : {}),\n  }\n}\n\n/**\n * `users/{uid}.crmDefaultViews` — `{ [orgId]: { [section]: viewId } }`.\n *\n * On the reader's own profile document, beside `notificationPrefs`, because\n * it is the same kind of fact: how one person wants their console to\n * behave, owned and written by them alone. Keyed by org first because one\n * account sits on several organizations and a view id is only meaningful\n * inside the one that holds it.\n */\nexport const CRM_DEFAULT_VIEWS_FIELD = 'crmDefaultViews'\n\n/** The view a section opens on for this reader in this org, or none. */\nexport function crmDefaultViewId(\n  profile: Record<string, unknown> | null | undefined,\n  orgId: string | null | undefined,\n  section: CrmViewSection,\n): string | null {\n  if (!profile || !orgId) return null\n  const byOrg = profile[CRM_DEFAULT_VIEWS_FIELD]\n  if (!byOrg || typeof byOrg !== 'object' || Array.isArray(byOrg)) return null\n  const bySection = (byOrg as Record<string, unknown>)[orgId]\n  if (!bySection || typeof bySection !== 'object' || Array.isArray(bySection)) {\n    return null\n  }\n  const viewId = (bySection as Record<string, unknown>)[section]\n  return typeof viewId === 'string' && viewId.trim() ? viewId : null\n}\n\n/**\n * The merge patch that sets — or, with `null`, clears — one default.\n *\n * Shaped for a merged write so the other organizations' and sections'\n * defaults on the same document survive it; `null` rather than a delete\n * sentinel because this module carries no Firestore, and the reader above\n * treats a null as no default.\n */\nexport function crmDefaultViewPatch(\n  orgId: string,\n  section: CrmViewSection,\n  viewId: string | null,\n): Record<string, unknown> {\n  return { [CRM_DEFAULT_VIEWS_FIELD]: { [orgId]: { [section]: viewId } } }\n}\n\n/*==========================================\n * FILES ON A RECORD (AGL-2662)\n *=========================================*/\n\n/** The field a record's attached files are stored under, on all three. */\nexport const CRM_MEDIA_IDS_FIELD = 'mediaIds'\n\n/**\n * The most files one record may carry.\n *\n * A platform ceiling in the family of {@link CRM_ACTIVITIES_PER_RECORD_CEILING}\n * rather than a plan dimension: attachments are bounded by human effort, and\n * this is the bound. It is also what the Firestore rules can actually check\n * — a rule can assert a list and its size, and cannot walk one — so the\n * number is enforced rather than merely documented.\n */\nexport const CRM_MEDIA_IDS_MAX = 20\n\n/**\n * A stored or submitted attachment list, cleaned.\n *\n * Ids rather than URLs, deduplicated, trimmed, non-empty and capped. Written\n * through by every path that sets the field — the console card, the REST\n * write — so a record cannot hold a list one of them would refuse.\n *\n * An id is a media DOCUMENT id, resolved against the organization's library\n * (`orgs/{orgId}/media/{mediaId}`) at read time. Storing the id and not the\n * URL is what lets a file move between folders, and what keeps a private\n * asset behind the signed CDN door rather than pinned to a raw storage URL\n * that names its current location.\n */\nexport function normalizeCrmMediaIds(value: unknown): string[] {\n  if (!Array.isArray(value)) return []\n  return [\n    ...new Set(\n      value\n        .map((id) => String(id ?? '').trim())\n        .filter((id) => id.length > 0 && id.length <= 200),\n    ),\n  ].slice(0, CRM_MEDIA_IDS_MAX)\n}\n\n/*==========================================\n * WHAT A CRM LIST QUERIES BY (AGL-3321).\n *\n * Every filter and every search word on the Leads, Contacts, Companies,\n * Deals and Tasks lists is a predicate on the list's Firestore query, and a\n * query can only ask about a field a WRITER stored in the shape the query\n * asks for. Three kinds of field exist for that and for nothing else:\n *\n *   `searchTokens`        word prefixes of what the list's search box reads\n *                         (a lead's name, address, company, title and tags;\n *                         a deal's title), for `array-contains` on one typed\n *                         word — see `nameSearchTokens`.\n *   `scopedSearchTokens`  the same tokens behind each of the record's\n *                         `visibleTo` tokens (`host:abc~acme`). A list under\n *                         a site already spends its one array clause on\n *                         `visibleTo array-contains-any`, so its search asks\n *                         `array-contains-any` over the site's tokens joined\n *                         to the word — one clause answering both.\n *   keys                  a normalized scalar where the stored value cannot\n *                         be asked as it is: a lead's status (absent on a\n *                         capture), its lead source (compared the way the\n *                         picklist compares labels), a verdict on the\n *                         address (`none` when there is none) and a contact's\n *                         per-holder facet values (`facetKeys`).\n *\n * All of them are DERIVED: a pure function of the document, computed here\n * and nowhere else, and written by every path that writes one of its inputs\n * — see `CRM_LIST_FIELD_INPUTS` — so a record a list cannot find is a writer\n * that forgot, never a second formula that disagrees. A server writer that\n * holds the whole document spreads `crmListFields`; one that patched a field\n * restamps the record from what was stored (`restampCrmListFields` in the\n * admin library); the one-time backfill (`backfill-crm-list-fields.mjs`)\n * restates them for a plain Node script and is held to the same worked\n * examples (`tools/scripts/lib/org-record-list-fields.fixtures.json`), which this\n * library's spec asserts too.\n *=========================================*/\n\n/** The search box's word-prefix tokens, on every CRM record a list searches. */\nexport const CRM_SEARCH_TOKENS_FIELD = 'searchTokens'\n/** The same tokens behind each `visibleTo` token — see the block header. */\nexport const CRM_SCOPED_SEARCH_TOKENS_FIELD = 'scopedSearchTokens'\n/** What joins a scope token to a search token — the platform's one join (`SCOPED_SEARCH_JOIN`). */\nexport const CRM_SCOPED_SEARCH_JOIN = SCOPED_SEARCH_JOIN\n/**\n * The most search tokens one record keeps. A name, an address, a company\n * and a title are a few dozen prefixes; the cap is what keeps a record with\n * twenty long tags from spending hundreds of index entries on them.\n */\nexport const CRM_SEARCH_TOKENS_MAX = 200\n\n/** The collections whose lists query the fields below. */\nexport type CrmListCollection = 'leads' | 'contacts' | 'companies' | 'deals' | 'crmTasks'\n\nconst SEARCH_KEY = nameSearchKey\n\n/**\n * The word-prefix tokens of several values, merged: every prefix (up to\n * twelve characters) of every whitespace-separated word, lower-cased —\n * exactly `nameSearchTokens` per value — plus, for an email address, the\n * words it is made of, so `acme` finds `dana@acme.com` and `dana` does too.\n */\nexport function crmSearchTokens(values: readonly unknown[]): string[] {\n  const tokens = new Set<string>()\n  const addWord = (word: string) => {\n    const capped = word.slice(0, NAME_TOKEN_MAX_PREFIX)\n    for (let end = 1; end <= capped.length; end += 1) {\n      if (tokens.size >= CRM_SEARCH_TOKENS_MAX) return\n      tokens.add(capped.slice(0, end))\n    }\n  }\n  const addText = (text: string) => {\n    const key = SEARCH_KEY(text)\n    if (!key) return\n    for (const word of key.split(' ')) {\n      if (!word) continue\n      addWord(word)\n      // An address, a domain or a hyphenated name is also its parts.\n      if (/[@.+_-]/.test(word)) {\n        for (const part of word.split(/[@.+_-]+/)) if (part) addWord(part)\n      }\n    }\n  }\n  for (const value of values) {\n    if (Array.isArray(value)) {\n      for (const entry of value) if (typeof entry === 'string') addText(entry)\n    } else if (typeof value === 'string') {\n      addText(value)\n    }\n  }\n  return [...tokens]\n}\n\n/**\n * The two search fields for a record whose search reads `values`: the\n * tokens, and the same tokens behind each of its scope tokens through the\n * platform's one scoped writer (`scopedSearchTokens`).\n */\nexport function crmSearchFields(\n  visibleTo: unknown,\n  values: readonly unknown[],\n): { searchTokens: string[]; scopedSearchTokens: string[] } {\n  const searchTokens = crmSearchTokens(values)\n  return { searchTokens, scopedSearchTokens: scopedSearchTokens(visibleTo, searchTokens) }\n}\n\n/**\n * The address verdict as a list asks it (AGL-3245): the state's status, or\n * `none` when nothing is known — stored rather than left absent, because a\n * query cannot find a field's absence and \"Nothing known\" is a filter.\n */\nexport const CRM_EMAIL_STATUS_FIELD = 'emailStatus'\nexport const CRM_EMAIL_STATUS_NONE = 'none'\n\nexport function crmEmailStatusKey(record: Record<string, unknown> | null | undefined): string {\n  const raw = record?.['emailState']\n  const status =\n    raw && typeof raw === 'object' ? (raw as Record<string, unknown>)['status'] : undefined\n  // A status outside the vocabulary reads as nothing known, as `readEmailState` reads it.\n  return isEmailStateStatus(status) ? status : CRM_EMAIL_STATUS_NONE\n}\n\n/** A lead's lead source as the list compares it: the picklist's key, `null` for none. */\nexport const CRM_LEAD_SOURCE_KEY_FIELD = 'leadSourceKey'\n\nexport function crmLeadSourceKey(value: unknown): string | null {\n  const key = SEARCH_KEY(normalizeCrmPicklistLabel(value))\n  return key || null\n}\n\n/** What a lead's search box reads (AGL-3246). */\nexport const CRM_LEAD_SEARCH_SOURCES = ['name', 'email', 'company', 'jobTitle', 'tags'] as const\n\n/**\n * A lead's campaigns behind each of its `visibleTo` tokens\n * (`host:abc~{campaignId}`), for the Leads list's Campaign filter under a\n * site: there the scope clause is the query's one array clause, and a\n * campaign asked of these keys answers both at once — the way the search\n * folds into the scope through `scopedSearchTokens`.\n */\nexport const CRM_LEAD_SCOPED_CAMPAIGNS_FIELD = 'scopedCampaignIds'\n\nfunction leadCampaignIds(lead: Record<string, unknown>): string[] {\n  const raw = lead['campaignIds']\n  return Array.isArray(raw)\n    ? raw.filter((entry): entry is string => typeof entry === 'string' && entry.length > 0)\n    : []\n}\n\n/**\n * Every field the Leads list queries by, from the lead as stored (or as it\n * will be once written): the search tokens, its campaigns behind its scope,\n * the status — `new` for a lead nobody has touched, written so `status in\n * [new, working]` finds it — the lead source key and the address verdict.\n */\nexport function crmLeadListFields(record: object): {\n  searchTokens: string[]\n  scopedSearchTokens: string[]\n  scopedCampaignIds: string[]\n  status: CrmLeadStatus\n  leadSourceKey: string | null\n  emailStatus: string\n} {\n  const lead = record as Record<string, unknown>\n  return {\n    ...crmSearchFields(\n      lead['visibleTo'],\n      CRM_LEAD_SEARCH_SOURCES.map((field) => lead[field]),\n    ),\n    scopedCampaignIds: scopedSearchTokens(lead['visibleTo'], leadCampaignIds(lead)),\n    status: crmLeadStatus(lead as Pick<CrmLeadFields, 'status'>),\n    leadSourceKey: crmLeadSourceKey(lead['leadSource']),\n    emailStatus: crmEmailStatusKey(lead),\n  }\n}\n\n/** What a company's search box reads: its name and its domain. */\nexport const CRM_COMPANY_SEARCH_SOURCES = ['name', 'domain'] as const\n\nexport function crmCompanyListFields(record: object): {\n  searchTokens: string[]\n  scopedSearchTokens: string[]\n} {\n  const company = record as Record<string, unknown>\n  return crmSearchFields(\n    company['visibleTo'],\n    CRM_COMPANY_SEARCH_SOURCES.map((field) => company[field]),\n  )\n}\n\n/**\n * What a deal's search box reads: its title (AGL-3315) — as word prefixes,\n * and as `titleLower`, the whole title's key, which a reader whose access\n * is some sites searches by its start.\n */\nexport function crmDealListFields(record: object): {\n  searchTokens: string[]\n  scopedSearchTokens: string[]\n  titleLower: string\n} {\n  const deal = record as Record<string, unknown>\n  return {\n    ...crmSearchFields(deal['visibleTo'], [deal['title']]),\n    titleLower: SEARCH_KEY(typeof deal['title'] === 'string' ? deal['title'] : ''),\n  }\n}\n\n/** What a task's search box reads: its title. */\nexport function crmTaskListFields(record: object): {\n  searchTokens: string[]\n  scopedSearchTokens: string[]\n} {\n  const task = record as Record<string, unknown>\n  return crmSearchFields(task['visibleTo'], [task['title']])\n}\n\n/*------------------------------------------\n * A CONTACT'S FACET KEYS.\n *\n * An owner, a stage, a source, a company, a tag and a custom value live on\n * a holder's facet — `facets.{groupId}` — so a `where` on one would be a path\n * per holder and an index per holder. `facetKeys` flattens them into one\n * array a query can ask `array-contains` of:\n *\n *   `{groupId}:{field}={value}`   this holder's value\n *   `{groupId}:{field}`           this holder has one (for \"is set\")\n *   `*:{field}={value}`, `*:{field}`   any holder's, for the organization level\n *\n * `field` is `owner`, `stage`, `source`, `company`, `tag` or `custom.{key}`,\n * plus two presence-only fields: `orders` for a holder the person has bought\n * from, and `ltv` for one they are worth something to — the per-holder\n * figures a range cannot reach, asked only whether there are any.\n * A text value is keyed lower-cased and single-spaced; a number or a flag\n * as its string. Under a site the viewing group's keys are asked; at the\n * organization level, where no group is viewing, the `*` keys are.\n *-----------------------------------------*/\n\nexport const CRM_CONTACT_FACET_KEYS_FIELD = 'facetKeys'\n/** The group a key names at the organization level: any holder. */\nexport const CRM_FACET_KEY_ANY_GROUP = '*'\n/** The most facet keys one contact keeps. */\nexport const CRM_FACET_KEYS_MAX = 600\n\n/** The facet fields a contact list filters by, as their keys name them. */\nexport type CrmFacetKeyField =\n  | 'owner'\n  | 'stage'\n  | 'source'\n  | 'company'\n  | 'tag'\n  | 'orders'\n  | 'ltv'\n  | `custom.${string}`\n\n/** A facet value as its key spells it, or `null` for a value a key cannot hold. */\nexport function crmFacetKeyValue(value: unknown): string | null {\n  if (typeof value === 'boolean') return value ? 'true' : 'false'\n  if (typeof value === 'number') return Number.isFinite(value) ? String(value) : null\n  if (typeof value !== 'string') return null\n  const key = SEARCH_KEY(value).slice(0, 120)\n  return key || null\n}\n\n/** One facet key: `{group}:{field}` for presence, `{group}:{field}={value}` for a value. */\nexport function crmFacetKey(group: string, field: CrmFacetKeyField, value?: string): string {\n  return value === undefined ? `${group}:${field}` : `${group}:${field}=${value}`\n}\n\n/** The keys one holder's facet contributes, under `group`. */\nfunction facetKeysOf(group: string, facet: Record<string, unknown>, into: Set<string>): void {\n  const add = (field: CrmFacetKeyField, raw: unknown) => {\n    const value = crmFacetKeyValue(raw)\n    if (value === null) return\n    into.add(crmFacetKey(group, field))\n    into.add(crmFacetKey(group, field, value))\n  }\n  add('owner', facet['ownerUid'])\n  if (isContactLifecycleStage(facet['lifecycleStage'])) add('stage', facet['lifecycleStage'])\n  add('company', facet['companyId'])\n  const sources = facet['sources']\n  if (sources && typeof sources === 'object' && !Array.isArray(sources)) {\n    for (const [source, on] of Object.entries(sources as Record<string, unknown>)) {\n      if (on) add('source', source)\n    }\n  }\n  if (Array.isArray(facet['tags'])) {\n    for (const tag of facet['tags']) add('tag', tag)\n  }\n  // Presence only: a holder's commercial figures are asked \"any?\", never ranged.\n  if (typeof facet['ordersCount'] === 'number' && facet['ordersCount'] > 0) {\n    into.add(crmFacetKey(group, 'orders'))\n  }\n  if (typeof facet['ltvCents'] === 'number' && facet['ltvCents'] > 0) {\n    into.add(crmFacetKey(group, 'ltv'))\n  }\n  const custom = facet['custom']\n  if (custom && typeof custom === 'object' && !Array.isArray(custom)) {\n    for (const [key, value] of Object.entries(custom as Record<string, unknown>)) {\n      if (/^[A-Za-z0-9_-]{1,64}$/.test(key)) add(`custom.${key}`, value)\n    }\n  }\n}\n\n/** Every facet key a contact carries — see the block above. */\nexport function crmContactFacetKeys(record: object): string[] {\n  const facets = (record as Record<string, unknown>)[CONTACT_FACETS_FIELD]\n  if (!facets || typeof facets !== 'object' || Array.isArray(facets)) return []\n  const groups = new Set<string>()\n  const any = new Set<string>()\n  for (const [groupId, facet] of Object.entries(facets as Record<string, unknown>)) {\n    if (!groupId || !facet || typeof facet !== 'object' || Array.isArray(facet)) continue\n    facetKeysOf(groupId, facet as Record<string, unknown>, groups)\n    facetKeysOf(CRM_FACET_KEY_ANY_GROUP, facet as Record<string, unknown>, any)\n  }\n  return [...any, ...groups].slice(0, CRM_FACET_KEYS_MAX)\n}\n\n/**\n * What a contact's search box reads: the shared identity — the canonical\n * name and every address — and the two profile values a person is looked\n * up by, through their top-level search echoes (`HostContact.phone`,\n * `HostContact.companyName`): the company's words, and the phone's digits.\n */\nexport const CRM_CONTACT_SEARCH_SOURCES = [\n  'name',\n  'email',\n  CONTACT_ALTERNATE_EMAILS_FIELD,\n  'companyName',\n] as const\n\n/**\n * A phone number as the words a search box finds it by: its digits whole,\n * without a leading country code of one to three digits, and its last seven\n * and last four — so `5551234`, `555123` and `4567` all find +1 555 123 4567.\n * Typed as digits: a search reads one word, and `(555)` is not one of these.\n */\nexport function crmPhoneSearchWords(phone: unknown): string[] {\n  const digits = typeof phone === 'string' ? phone.replace(/\\D/g, '') : ''\n  if (digits.length < 4) return []\n  const words = new Set<string>([digits])\n  for (let strip = 1; strip <= 3; strip += 1) {\n    if (digits.length - strip >= 7) words.add(digits.slice(strip))\n  }\n  if (digits.length > 7) words.add(digits.slice(-7))\n  words.add(digits.slice(-4))\n  return [...words]\n}\n\nexport function crmContactListFields(record: object): {\n  searchTokens: string[]\n  scopedSearchTokens: string[]\n  facetKeys: string[]\n  emailStatus: string\n} {\n  const contact = record as Record<string, unknown>\n  return {\n    ...crmSearchFields(contact['visibleTo'], [\n      ...CRM_CONTACT_SEARCH_SOURCES.map((field) => contact[field]),\n      crmPhoneSearchWords(contact['phone']),\n    ]),\n    facetKeys: crmContactFacetKeys(contact),\n    emailStatus: crmEmailStatusKey(contact),\n  }\n}\n\n/**\n * The stored fields each collection's list fields are computed from. A\n * write that sets one of them must restamp the record — or spread\n * {@link crmListFields} over the document it wrote.\n */\nexport const CRM_LIST_FIELD_INPUTS: Readonly<Record<CrmListCollection, readonly string[]>> = {\n  leads: ['visibleTo', ...CRM_LEAD_SEARCH_SOURCES, 'status', 'leadSource', 'emailState', 'campaignIds'],\n  contacts: ['visibleTo', ...CRM_CONTACT_SEARCH_SOURCES, 'phone', CONTACT_FACETS_FIELD, 'emailState'],\n  companies: ['visibleTo', ...CRM_COMPANY_SEARCH_SOURCES],\n  deals: ['visibleTo', 'title'],\n  crmTasks: ['visibleTo', 'title'],\n}\n\n/** Every list field of one record, from the record as stored. */\nexport function crmListFields(\n  collection: CrmListCollection,\n  record: object,\n): Record<string, unknown> {\n  switch (collection) {\n    case 'leads':\n      return crmLeadListFields(record)\n    case 'contacts':\n      return crmContactListFields(record)\n    case 'companies':\n      return crmCompanyListFields(record)\n    case 'deals':\n      return crmDealListFields(record)\n    case 'crmTasks':\n      return crmTaskListFields(record)\n  }\n}\n\nconst sameValue = (a: unknown, b: unknown): boolean => {\n  if (Array.isArray(a) && Array.isArray(b)) {\n    return a.length === b.length && a.every((entry, at) => entry === b[at])\n  }\n  return a === b\n}\n\n/**\n * The list fields a stored record carries WRONGLY — the patch that brings\n * it level, `{}` when it already is. What a restamp and a backfill write.\n */\nexport function crmListFieldsPatch(\n  collection: CrmListCollection,\n  record: object,\n): Record<string, unknown> {\n  const fields = crmListFields(collection, record)\n  const stored = record as Record<string, unknown>\n  const patch: Record<string, unknown> = {}\n  for (const [field, value] of Object.entries(fields)) {\n    if (!sameValue(stored[field], value)) patch[field] = value\n  }\n  return patch\n}\n\n/**\n * The field each collection's list ORDERS or asks `null` of, which a record\n * must therefore carry even when it has no value: a contact, a company and a\n * deal carry `nextTaskAtMs` (\"No next activity\" asks `== null`), and a task\n * carries `dueAtMs` (every task view orders by it, and Firestore leaves a\n * document without the ordered field out of the answer). An absent field is\n * neither `null` nor anything else a query can ask for.\n */\nexport const CRM_LIST_NULLABLE_FIELD: Readonly<Record<CrmListCollection, string | null>> = {\n  leads: null,\n  contacts: 'nextTaskAtMs',\n  companies: 'nextTaskAtMs',\n  deals: 'nextTaskAtMs',\n  crmTasks: 'dueAtMs',\n}\n\n/**\n * The list fields a NEW record is written with: {@link crmListFields}, and\n * the collection's {@link CRM_LIST_NULLABLE_FIELD} as `null` when the record\n * does not set it — nothing is scheduled against a record that did not\n * exist, and a task created undated is still one its views must reach.\n */\nexport function crmNewRecordListFields(\n  collection: CrmListCollection,\n  record: object,\n): Record<string, unknown> {\n  const fields = crmListFields(collection, record)\n  const nullable = CRM_LIST_NULLABLE_FIELD[collection]\n  const stored = (record as Record<string, unknown>)[nullable ?? 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+{"version":3,"sources":["../../../../../../libs/aglyn/src/lib/app-utils/crm.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 * Contacts CRM v2 (AGL-2595): the records that sit BESIDE a contact.\n *\n * v1 is one collection — `contacts` — and everything a holder knows about a\n * person lives in that holder's facet on the shared row. That shape is right\n * for the person and wrong for everything a sales team keeps AROUND the\n * person: a company is known by several contacts, a deal moves through\n * stages on its own clock, a task is due whether or not anybody opens the\n * contact it hangs off, and an activity log grows past anything a facet\n * should carry. So each of those is a collection of its own under\n * `orgs/{orgId}/`, pointing back at the contact by id.\n *\n * ## One scope model, not a second one\n *\n * Every collection here carries `visibleTo`, the same array `contacts`\n * carries, and is stamped the same way — {@link crmScopeTokens} is the\n * contact create path's expression, exported so that no creator computes its\n * own. The rules gate all six on the contacts predicate (`canReadScopedPeople`,\n * `data.manage`), because a deal or a call log is a fact about a person and\n * discloses exactly what the contact row would.\n *\n * What these collections do NOT have is the facet map. A contact is shared\n * across holders because one human is one row; a company, deal or task is\n * one holder's record from the moment it is created, so `visibleTo` alone\n * says who may see it and there is nothing to split per holder.\n *\n * Pure data module: types, constants and the small helpers every surface\n * would otherwise write for itself. No Firestore, no React.\n */\n\nimport {\n  type AglynPostalAddress,\n  normalizeAddress,\n  normalizePhone,\n  type OrgCrmAssignmentRule,\n} from '../foundation'\nimport { type ConsentGroup, consentGroupScope } from './consent-groups'\nimport {\n  CONTACT_LIFECYCLE_STAGES,\n  type ContactLifecycleStage,\n  type CrmActivityKind,\n  type CrmTaskKind,\n  isContactLifecycleStage,\n} from './crm-kinds'\nimport {\n  CONTACT_ALTERNATE_EMAILS_FIELD,\n  CONTACT_FACETS_FIELD,\n  CONTACT_SOURCE_LABELS,\n  type ContactInteraction,\n  type ContactSegment,\n  type ContactSource,\n  normalizeContactEmail,\n  readContactFacet,\n} from './contacts'\nimport { type EmailState, isEmailStateStatus } from './email-state'\nimport {\n  NAME_TOKEN_MAX_PREFIX,\n  nameSearchKey,\n  nameSearchTokens,\n  SCOPED_SEARCH_JOIN,\n  scopedSearchTokens,\n} from './name-search'\nimport { MAX_SCOPE_HOSTS, ORG_SCOPE_TOKEN, type ScopeToken } from './scope-tokens'\n\n// The fixed vocabularies and their guards live in a leaf module; every name\n// stays importable from here.\nexport * from './crm-kinds'\n\n/**\n * The CRM's collections, every one under `orgs/{orgId}/`.\n *\n * Named here rather than spelled at each call site because the rules, the\n * indexes and the console must agree on the string, and the three prefixed\n * ones are prefixed on purpose: `tasks`, `activities` and `views` are words\n * the org document will want for something else one day, and a collection\n * name is persisted in every document path that uses it.\n */\nexport const CRM_COLLECTIONS = {\n  companies: 'companies',\n  pipelines: 'pipelines',\n  deals: 'deals',\n  tasks: 'crmTasks',\n  activities: 'crmActivities',\n  contactFields: 'contactFields',\n  views: 'crmViews',\n  emailTemplates: 'crmEmailTemplates',\n  /** An org's value sets for its standard picklist fields (AGL-3298). */\n  picklists: 'crmPicklists',\n} as const\n\nexport type CrmCollection = (typeof CRM_COLLECTIONS)[keyof typeof CRM_COLLECTIONS]\n\n/**\n * The three collections the CRM RECORDS band counts (AGL-2611), in the order\n * the billing caption lists them. `contacts` is not in `CRM_COLLECTIONS`\n * because it predates the hub and is addressed through `orgDataCollection`,\n * so the band's own list has to name all three itself. Tasks, pipelines,\n * activities and field definitions are deliberately absent: a band that\n * counted what a rep does every hour would price the team's effort, not the\n * audience it holds.\n */\nexport const CRM_RECORD_COLLECTIONS = [\n  'contacts',\n  CRM_COLLECTIONS.companies,\n  CRM_COLLECTIONS.deals,\n] as const\n\n/**\n * What a create says when the records band refused it, on every surface —\n * the contacts list's alert, the company and deal drawers, the plugin's\n * create routes and the lead conversion (AGL-2596, widened in AGL-2611).\n *\n * One sentence in one place, because a reader who is refused in the drawer\n * and then reads the list must be told the same thing, and the remedy is the\n * same wherever the refusal lands: a band refuses only on a plan that puts\n * no overage rate past it, so \"upgrade\" is the whole of the answer.\n */\nexport const CRM_RECORDS_BAND_FULL_MESSAGE =\n  'CRM records limit reached — this record was not added. Upgrade in ' +\n  'Billing to keep collecting.'\n\n/**\n * The most logged activities ONE record may carry (AGL-2611) — a contact's,\n * a company's or a deal's own log, counted on the link the activity was\n * filed under.\n *\n * A platform ceiling and not a plan dimension, in the family of\n * `WEBHOOK_MAX_PER_HOST` and `NON_PAGE_SCREEN_MAX_PER_HOST`: activities are\n * not in the records band because they are bounded by human effort, and\n * this is the bound. Five thousand is a call a day for fourteen years on one\n * person, so nobody working a real relationship reaches it — what does is\n * an automation logging on every event, or an import replaying a history,\n * and either of those past this line is a document cost with no reader.\n *\n * Enforced where an activity is written: the console's log dialog, the\n * `logCrmActivity` automation step and `POST /v1/activities`, each with one\n * aggregate read on the record's link before the create. The timeline reads\n * a hundred at a time and is untouched by the number.\n */\nexport const CRM_ACTIVITIES_PER_RECORD_CEILING = 5_000\n\n/**\n * What every writer says when a record's log is full — the console's log\n * dialog, the automation step's run history and `POST /v1/activities`.\n */\nexport const CRM_ACTIVITY_LOG_FULL_MESSAGE =\n  `This record already has ${CRM_ACTIVITIES_PER_RECORD_CEILING.toLocaleString(\n    'en-US',\n  )} activities, which is the most one record can carry.`\n\n/** The record an activity is filed under: its links, of which one leads. */\nexport interface CrmActivityLink {\n  contactId?: string | null\n  companyId?: string | null\n  dealId?: string | null\n  /**\n   * `hosts/{hostId}/leads/{leadId}` — a person not yet converted (AGL-2615).\n   * A lead is host-scoped by path and carries no `visibleTo` of its own, so\n   * an activity filed under one is stamped with the site's scope like any\n   * other record created from that site.\n   */\n  leadId?: string | null\n}\n\n/**\n * The field the per-record activity ceiling is counted on, or `null` for an\n * activity that names no record at all.\n *\n * The contact leads, then the company, then the deal: an activity logged\n * from a contact's page carries the company beside it (the automation step\n * copies the facet's `companyId` onto every record it creates), and a\n * ceiling counted on the company would let one busy account exhaust every\n * contact filed under it. The record whose PAGE the log is read on is the\n * one whose log has the limit. Shared by the client dialog and the two\n * server writers so they count the same thing.\n */\nexport function crmActivityCeilingLink(\n  link: CrmActivityLink,\n): { field: 'contactId' | 'companyId' | 'dealId' | 'leadId'; id: string } | null {\n  if (link.contactId) return { field: 'contactId', id: String(link.contactId) }\n  if (link.companyId) return { field: 'companyId', id: String(link.companyId) }\n  if (link.dealId) return { field: 'dealId', id: String(link.dealId) }\n  // Last, because a converted lead's activities carry the contact beside it\n  // and the contact is the record whose page they are read on.\n  if (link.leadId) return { field: 'leadId', id: String(link.leadId) }\n  return null\n}\n\n/**\n * Whether ONE MORE activity fits under `CRM_ACTIVITIES_PER_RECORD_CEILING`.\n * Both halves of the boundary live here so no writer re-derives `>=`.\n */\nexport function crmActivityLogHasRoom(existing: number): boolean {\n  const count = Number(existing)\n  return !(Number.isFinite(count) && count >= CRM_ACTIVITIES_PER_RECORD_CEILING)\n}\n\n/** How a lifecycle stage reads on screen — typed so a stage cannot ship unlabeled. */\nexport const CONTACT_LIFECYCLE_STAGE_LABELS: Record<ContactLifecycleStage, string> = {\n  subscriber: 'Subscriber',\n  lead: 'Lead',\n  'marketing-qualified': 'Marketing qualified',\n  'sales-qualified': 'Sales qualified',\n  opportunity: 'Opportunity',\n  customer: 'Customer',\n  evangelist: 'Evangelist',\n  other: 'Other',\n}\n\n/**\n * The stage a person is in once a capture has happened that implies at least\n * `floor` (AGL-2612).\n *\n * The one ordering rule every capture door shares: a door names the EARLIEST\n * stage that describes what just happened — a form submission is a lead, a\n * newsletter opt-in is a subscriber, a purchase is a customer — and the\n * result is that stage for a person who had none or an earlier one, and the\n * stage they already had otherwise. \"Never downgrades\" is the whole contract:\n * a customer who fills in a contact form is still a customer, and `other` —\n * the deliberate stage a business picked for a funnel step none of the names\n * fit — sits after `customer` in the list precisely so no capture can\n * overwrite it. A stored value that is not a stage at all reads as absent,\n * because a capture door is not the place to preserve a typo.\n *\n * With no floor the answer is the current stage as it stands, or `undefined`\n * for one that is absent or unusable — so a writer can apply this\n * unconditionally and write only what comes back.\n */\nexport function advanceContactLifecycleStage(\n  current: unknown,\n  floor: ContactLifecycleStage | undefined,\n): ContactLifecycleStage | undefined {\n  const held = isContactLifecycleStage(current) ? current : undefined\n  if (!floor) return held\n  if (!held) return floor\n  const order: readonly string[] = CONTACT_LIFECYCLE_STAGES\n  return order.indexOf(held) < order.indexOf(floor) ? floor : held\n}\n\n/**\n * The stage a person is in once they have BOUGHT something (AGL-2596).\n *\n * `customer` when they had no stage or an earlier one; whatever they already\n * had otherwise — {@link advanceContactLifecycleStage} with `customer` as the\n * floor, kept under its own name because \"after a purchase\" is the question\n * the order paths and the reports ask.\n */\nexport function contactLifecycleStageAfterPurchase(\n  current: unknown,\n): ContactLifecycleStage {\n  return advanceContactLifecycleStage(current, 'customer') ?? 'customer'\n}\n\n/**\n * What a custom contact field may hold.\n *\n * Scalars only. A field is something a merchant filters and exports on, and\n * a nested value is neither; `null` is the explicit \"cleared\" that a form\n * writes so the key stays present for a `where` clause to find.\n */\nexport type ContactCustomValue = string | number | boolean | null\n\n/**\n * The same scalar, under the name the other objects use (AGL-2661).\n *\n * A company's and a deal's `custom` map hold exactly what a contact's\n * does — one definition, one coercion rule, one stored shape — so the\n * value type is one type with two names: the contact name it was born\n * with, and this one for code that is not about contacts.\n */\nexport type CrmCustomValue = ContactCustomValue\n\n/**\n * The fields every CRM document carries.\n *\n * `visibleTo` is the scope both enforcement layers evaluate — see\n * `scope-tokens.ts` for why an absent one is seen by NOBODY. `hostId` is\n * provenance: the site whose console created the record, never rewritten,\n * so a report can say where a deal came from after the scope has widened.\n * The timestamps are `unknown` because a client write carries a `Date` and a\n * read hands back a Firestore `Timestamp`; callers narrow at the edge.\n */\nexport interface CrmScoped {\n  visibleTo: string[]\n  /** The site that created it. */\n  hostId: string\n  createdAt?: unknown\n  updatedAt?: unknown\n}\n\n/** `orgs/{orgId}/companies/{companyId}`. */\nexport interface CrmCompany extends CrmScoped {\n  name: string\n  /** `nameSearchFields` twins, for the prefix search the list runs. */\n  nameLower?: string\n  nameTokens?: string[]\n  /** Lowercase hostname, no protocol — see {@link normalizeCompanyDomain}. */\n  domain?: string\n  website?: string\n  /** E.164 — `normalizePhone` before writing. */\n  phone?: string\n  address?: AglynPostalAddress | null\n  industry?: string\n  ownerUid?: string\n  notes?: string\n  /**\n   * Lowercased, deduplicated, capped at twenty — the same shape a contact's\n   * tags take, so a bulk \"Add tag\" over companies and one over contacts\n   * write the same kind of value (AGL-2621).\n   */\n  tags?: string[]\n  createdByUid?: string\n  /**\n   * How many contacts name this company in their {@link CONTACT_COMPANY_IDS_FIELD}\n   * mirror — see {@link COMPANY_CONTACTS_COUNT_FIELD}. Absent on a company\n   * nobody has linked since the counter existed, which reads as zero.\n   */\n  contactsCount?: number\n  /**\n   * Custom field values, keyed by the key of a definition whose `object`\n   * is `company` — see {@link fieldDefinitionObject} (AGL-2661).\n   */\n  custom?: Record<string, CrmCustomValue>\n  /**\n   * When the earliest OPEN task filed against this company is due, epoch\n   * ms, or `null` when none is — see {@link CrmDeal.nextTaskAtMs}.\n   */\n  nextTaskAtMs?: number | null\n  /** Org-library files attached to the company (AGL-2662) — see {@link CRM_MEDIA_IDS_MAX}. */\n  mediaIds?: string[]\n}\n\n/** One step of a pipeline. */\nexport interface CrmDealStage {\n  id: string\n  name: string\n  /** Position in the pipeline, ascending. */\n  order: number\n  /** Chance of closing from here, 0–100 — what a weighted forecast multiplies by. */\n  probability: number\n  /**\n   * Whether landing in this stage closes the deal. A pipeline has exactly one\n   * `won` and one `lost` stage in the default set; `open` is everything in\n   * between.\n   */\n  kind: 'open' | 'won' | 'lost'\n}\n\n/** `orgs/{orgId}/pipelines/{pipelineId}`. */\nexport interface CrmPipeline extends CrmScoped {\n  name: string\n  stages: CrmDealStage[]\n  /** The pipeline a new deal lands in when nobody picks one. */\n  isDefault?: boolean\n  /**\n   * When the pipeline was retired, epoch ms. An archived pipeline takes no\n   * new deal and is offered by no picker, but it is never deleted: the deals\n   * it closed still name it, and a report that could not resolve their\n   * stages would forecast them as orphans. Absent or `null` while active.\n   */\n  archivedAt?: number | null\n}\n\n/** Whether a pipeline has been retired — see {@link CrmPipeline.archivedAt}. */\nexport function isPipelineArchived(\n  pipeline: Pick<CrmPipeline, 'archivedAt'> | null | undefined,\n): boolean {\n  return typeof pipeline?.archivedAt === 'number' && pipeline.archivedAt > 0\n}\n\n/**\n * The stages a fresh pipeline starts with.\n *\n * Readonly on purpose: a pipeline document stores its own COPY (`[...]`), so\n * a merchant editing their stages must not be editing the module's default,\n * and a second pipeline seeded later must start from the original set.\n */\nexport const DEFAULT_DEAL_STAGES: readonly CrmDealStage[] = [\n  { id: 'qualified', name: 'Qualified', order: 0, probability: 10, kind: 'open' },\n  { id: 'contact-made', name: 'Contact made', order: 1, probability: 20, kind: 'open' },\n  { id: 'proposal-sent', name: 'Proposal sent', order: 2, probability: 40, kind: 'open' },\n  { id: 'negotiation', name: 'Negotiation', order: 3, probability: 60, kind: 'open' },\n  { id: 'won', name: 'Won', order: 4, probability: 100, kind: 'won' },\n  { id: 'lost', name: 'Lost', order: 5, probability: 0, kind: 'lost' },\n]\n\nexport type CrmDealStatus = 'open' | 'won' | 'lost'\n\n/**\n * One product on a deal — what is being sold, how many, at what.\n *\n * `productId` names a catalog product when the line came from one; a line\n * typed by hand has none. The name is copied rather than joined, the way a\n * deal copies its contact's name: a catalog product can be renamed or\n * deleted after the deal was priced, and the deal has to keep saying what\n * it was for. `currency` is the deal's — every line on a deal is in one\n * currency, because their sum is the deal's amount and a sum across\n * currencies is a number with no unit.\n */\nexport interface CrmDealLineItem {\n  productId?: string\n  name: string\n  /** A whole number of units, one or more. */\n  quantity: number\n  /** Per unit, in the currency's minor unit, zero or more. */\n  unitAmountCents: number\n  /** Lowercase ISO 4217. */\n  currency: string\n}\n\n/** The most lines one deal carries — a quote, not a catalog. */\nexport const DEAL_LINE_ITEMS_MAX = 50\nexport const DEAL_LINE_ITEM_NAME_MAX = 120\n/** Units per line; past this the number is a data-entry slip. */\nexport const DEAL_LINE_ITEM_QUANTITY_MAX = 1_000_000\n\n/**\n * `orgs/{orgId}/deals/{dealId}`.\n *\n * A WON DEAL MAKES ITS CONTACT A CUSTOMER (AGL-2641). A win is the same\n * fact as a purchase — the business has decided this person bought — and an\n * order already floors a contact's lifecycle stage at `customer` on\n * capture. So every writer of `status` — the console's stage route at both\n * levels and the REST resource — applies the same floor to the contact\n * `contactId` names on the transition into `won`, in the facet of the site\n * the deal was made on (`hostId`), with `advanceContactLifecycleStage`'s\n * rule: an empty stage is filled, an earlier one advanced, and nobody is\n * ever moved back. Behind no setting, because a won deal is a customer by\n * definition; an automation on `dealWon` is for what happens NEXT.\n */\nexport interface CrmDeal extends CrmScoped {\n  title: string\n  titleLower?: string\n  pipelineId: string\n  stageId: string\n  /**\n   * Denormalized from the stage's `kind` at every stage move, because it is\n   * what the list filters and the indexes sort on — a query cannot join the\n   * pipeline to ask what the stage means.\n   */\n  status: CrmDealStatus\n  /**\n   * What the deal is worth. Typed by hand on a deal with no line items;\n   * on a deal WITH them it is their sum, stored beside them by every\n   * writer (`lineItemsTotalCents`), because the board, the reports and the\n   * REST list all read this one field and none of them can afford to add\n   * up fifty lines per row. A deal with line items refuses a typed amount.\n   */\n  amountCents?: number\n  /** Lowercase ISO 4217; `'usd'` when absent. */\n  currency?: string\n  /** The products behind the amount — see {@link CrmDealLineItem}. */\n  lineItems?: CrmDealLineItem[]\n  expectedCloseAtMs?: number | null\n  closedAtMs?: number | null\n  /** When the deal last moved — what \"stuck in stage\" reports read. */\n  stageChangedAtMs?: number\n  ownerUid?: string\n  contactId?: string\n  companyId?: string\n  lostReason?: string\n  notes?: string\n  createdByUid?: string\n  /**\n   * Custom field values, keyed by the key of a definition whose `object`\n   * is `deal` — see {@link fieldDefinitionObject} (AGL-2661).\n   */\n  custom?: Record<string, CrmCustomValue>\n  /**\n   * When the earliest OPEN task filed against this deal is due, epoch ms,\n   * or `null` when no open task names it (AGL-2661).\n   *\n   * DENORMALIZED from `crmTasks`, because the question \"which deals have\n   * nothing scheduled\" is asked of a LIST — a column, a filter, a report\n   * tile — and a list cannot afford a task query per row. Every server\n   * writer of a task recomputes it for the records the task names\n   * (`recomputeCrmNextTaskAt` in the admin library), and a client-direct\n   * task write asks the console route to do the same; the Fields section\n   * offers a one-off recompute for the records written before the field\n   * existed. Absent on such a record, which every reader treats as `null`.\n   */\n  nextTaskAtMs?: number | null\n  /** Org-library files attached to the deal (AGL-2662) — see {@link CRM_MEDIA_IDS_MAX}. */\n  mediaIds?: string[]\n}\n\nexport const CRM_TASK_KIND_LABELS: Record<CrmTaskKind, string> = {\n  call: 'Call',\n  email: 'Email',\n  meeting: 'Meeting',\n  todo: 'To-do',\n}\n\nexport type CrmTaskPriority = 'low' | 'normal' | 'high'\nexport type CrmTaskStatus = 'open' | 'done'\n\n/**\n * `orgs/{orgId}/crmTasks/{taskId}`.\n *\n * The one CRM record that may belong to NO site (AGL-2637): a task filed\n * from the organization's own hub carries `hostId: null` and the org scope\n * token alone, because a to-do owed by the organization — renew the\n * insurance, chase the agency's own invoice — is not captured by any brand.\n * Every other record is a fact about a person some site met, so\n * `CrmScoped` keeps its site required.\n */\nexport interface CrmTask extends Omit<CrmScoped, 'hostId'> {\n  /** The site that created it, or `null` for the organization's own task. */\n  hostId: string | null\n  title: string\n  notes?: string\n  kind: CrmTaskKind\n  priority: CrmTaskPriority\n  status: CrmTaskStatus\n  dueAtMs?: number | null\n  completedAtMs?: number | null\n  /**\n   * Who ticked it off, which is not always the assignee: a manager closing\n   * out a departed teammate's list completes tasks that were never theirs.\n   * Stamped by the `crm/task-complete` route beside `completedAtMs`.\n   */\n  completedByUid?: string\n  assigneeUid?: string\n  /**\n   * The person who made it, or `''` when no person did.\n   *\n   * An automation has no uid, and inventing one — the action's id, a\n   * sentinel — would put a value into a field every reader resolves as a\n   * member. The empty string says \"nobody\", and {@link sourceActionId}\n   * beside it says what.\n   */\n  createdByUid: string\n  /** The automation that created it (AGL-2605), when a person did not. */\n  sourceActionId?: string\n  /**\n   * The plugin that filed it on the record-timeline seam (AGL-2981) — a\n   * sequence's call step, a reply to answer — when no person did.\n   */\n  sourcePluginId?: string\n  contactId?: string\n  companyId?: string\n  dealId?: string\n  /**\n   * `hosts/{hostId}/leads/{leadId}` — a task filed on a lead not yet\n   * converted (AGL-3233): a sequence's call step or a reply to answer. The\n   * conversion stamps the contact beside it, so the task is the contact's\n   * from then on and the lead's page still lists it.\n   */\n  leadId?: string\n  /**\n   * When the assignee is reminded (AGL-2659): the due time unless a person\n   * moved it, `null` for no reminder. The hourly `/api/crm/task-reminders`\n   * runner reads every open task whose reminder has come due, so a task\n   * that should never remind carries `null` rather than no field — a\n   * missing key and a null both fall outside the range, but the null says\n   * it was decided.\n   */\n  remindAtMs?: number | null\n  /**\n   * When the runner handled the reminder — sent it, or found nobody to\n   * send it to. Absent while the reminder is still owed, which is how a\n   * rerun over the same hour sends nothing twice; cleared again when the\n   * reminder moves, because a moved reminder is a new one.\n   */\n  reminderSentAtMs?: number\n}\n\n/** How an activity kind reads on screen — typed so a kind cannot ship unlabeled. */\nexport const CRM_ACTIVITY_KIND_LABELS: Record<CrmActivityKind, string> = {\n  call: 'Call',\n  email: 'Email',\n  meeting: 'Meeting',\n  note: 'Note',\n  other: 'Other',\n}\n\n/**\n * Whether a kind takes an outcome and a duration.\n *\n * A call and a meeting are conversations: they end somewhere (\"left a\n * voicemail\", \"agreed to a trial\") and they take a measurable amount of\n * time, and both are what a manager reading the log wants to know. An email\n * has neither in any useful sense, a note is not an event at all, and\n * `other` is unknowable — so the dialog hides the two fields for those\n * rather than offering boxes that mean nothing.\n */\nexport function activityKindHasOutcome(kind: CrmActivityKind): boolean {\n  return kind === 'call' || kind === 'meeting'\n}\n\n/**\n * Where a one-to-one email got to (AGL-2615), in the order it normally\n * happens — the vocabulary the delivery webhook maps its events onto an\n * `email` activity in, and the chip the timeline shows beside the entry.\n *\n * The first four are a progression: a message is sent, then delivered, then\n * opened, then clicked, and a later state implies the earlier ones. The last\n * two are terminal failures. A message the mailbox provider bounced or that\n * the recipient reported is never \"opened\" in any sense the timeline should\n * report, whatever a tracking pixel says afterwards.\n */\nexport const CRM_EMAIL_DELIVERY_STATES = [\n  'sent',\n  'delivered',\n  'opened',\n  'clicked',\n  'bounced',\n  'complained',\n] as const\n\nexport type CrmEmailDeliveryState = (typeof CRM_EMAIL_DELIVERY_STATES)[number]\n\n/** How a delivery state reads on the chip — typed so a state cannot ship unlabeled. */\nexport const CRM_EMAIL_DELIVERY_STATE_LABELS: Record<CrmEmailDeliveryState, string> = {\n  sent: 'Sent',\n  delivered: 'Delivered',\n  opened: 'Opened',\n  clicked: 'Clicked',\n  bounced: 'Bounced',\n  complained: 'Marked as spam',\n}\n\nexport function isCrmEmailDeliveryState(\n  value: unknown,\n): value is CrmEmailDeliveryState {\n  return (\n    typeof value === 'string' &&\n    (CRM_EMAIL_DELIVERY_STATES as readonly string[]).includes(value)\n  )\n}\n\n/** The two states that mean the message did not land. */\nexport function isCrmEmailDeliveryFailure(state: unknown): boolean {\n  return state === 'bounced' || state === 'complained'\n}\n\n/**\n * The rank the webhook advances by. Higher wins; a failure outranks every\n * progression state, and a complaint outranks a bounce because it is the\n * one a sender is scored on.\n */\nconst CRM_EMAIL_DELIVERY_RANK: Record<CrmEmailDeliveryState, number> = {\n  sent: 1,\n  delivered: 2,\n  opened: 3,\n  clicked: 4,\n  bounced: 5,\n  complained: 6,\n}\n\n/**\n * The state an activity holds after one more delivery event, from the state\n * it held before.\n *\n * MONOTONIC. Provider events arrive at least once and in no promised order\n * — an `opened` can reach the webhook before the `delivered` it implies, and\n * a replay can hand back yesterday's `delivered` after today's `clicked` —\n * so the row keeps whichever state is further along, and an event that says\n * less than the row already knows changes nothing. A stored value the\n * vocabulary does not name reads as nothing, so the incoming event stands.\n */\nexport function nextCrmEmailDeliveryState(\n  current: unknown,\n  incoming: CrmEmailDeliveryState,\n): CrmEmailDeliveryState {\n  if (!isCrmEmailDeliveryState(current)) return incoming\n  return CRM_EMAIL_DELIVERY_RANK[incoming] > CRM_EMAIL_DELIVERY_RANK[current]\n    ? incoming\n    : current\n}\n\n/** The most a one-to-one email's subject may hold. */\nexport const CRM_EMAIL_SUBJECT_MAX = 200\n/** The most a one-to-one email's body may hold — a letter, not a document. */\nexport const CRM_EMAIL_BODY_MAX = 10_000\n\n/**\n * The `context` a one-to-one email is sent under, which `sendEmail` stamps\n * as a provider tag on the message and the delivery log files it by.\n */\nexport const CRM_EMAIL_CONTEXT = 'crm'\n/** The provider tag naming the activity row a one-to-one email belongs to. */\nexport const CRM_EMAIL_ACTIVITY_TAG = 'activityId'\n/** The provider tag naming the org whose `crmActivities` holds that row. */\nexport const CRM_EMAIL_ORG_TAG = 'orgId'\n\n/** What a provider tag value may be — anything else fails the whole send. */\nconst PROVIDER_TAG_VALUE = /^[A-Za-z0-9_-]{1,256}$/\n\n/**\n * The tags a one-to-one email carries so the delivery webhook can find its\n * activity row (AGL-2615): the org, the activity, and the site for the\n * per-site suppression list a bounce lands on.\n *\n * Every value is checked against the provider's alphabet rather than\n * trusted, for the reason `contextTag` gives — a value the provider rejects\n * fails the send, and a failed send is worse than an untracked one. The\n * org and the activity are the pair the webhook needs, so an unusable\n * value for EITHER yields no tags at all: a tag set that named a row it\n * could not locate would be a promise the timeline cannot keep. The site\n * is stamped when it can be and dropped alone when it cannot.\n */\nexport function crmEmailDeliveryTags(input: {\n  orgId: string\n  hostId: string\n  activityId: string\n}): { name: string; value: string }[] {\n  const orgId = String(input.orgId ?? '')\n  const activityId = String(input.activityId ?? '')\n  const hostId = String(input.hostId ?? '')\n  if (!PROVIDER_TAG_VALUE.test(orgId) || !PROVIDER_TAG_VALUE.test(activityId)) {\n    return []\n  }\n  return [\n    { name: CRM_EMAIL_ORG_TAG, value: orgId },\n    { name: CRM_EMAIL_ACTIVITY_TAG, value: activityId },\n    ...(PROVIDER_TAG_VALUE.test(hostId) ? [{ name: 'hostId', value: hostId }] : []),\n  ]\n}\n\n/**\n * Which way an `email` activity's message traveled. `outbound` is every\n * message the workspace wrote — sent by the platform, or copied to the\n * capture address from a mailbox; `inbound` is one a correspondent wrote,\n * which only the capture route files (AGL-2657).\n */\nexport type CrmEmailDirection = 'outbound' | 'inbound'\n\n/**\n * `orgs/{orgId}/crmActivities/{activityId}` — one thing that happened.\n *\n * Distinct from a contact's `interactions`: those are what the PLATFORM\n * recorded (a form, an order, a booking) and live capped on the row. An\n * activity is what a PERSON logged — a call made, a meeting held — and can\n * hang off a company or a deal with no contact at all.\n */\nexport interface CrmActivity extends CrmScoped {\n  kind: CrmActivityKind\n  body: string\n  /** When it happened, which is not when it was logged. */\n  atMs: number\n  /** Who logged it, or `''` for an automation — see `CrmTask.createdByUid`. */\n  byUid: string\n  /**\n   * The author's display name as it read when the activity was logged.\n   *\n   * Denormalized because there is no lookup that could answer it later: a\n   * member document is readable by its own subject and by org-wide members\n   * only, so a scoped editor reading a colleague's call log could not\n   * resolve the `byUid` beside it into a name. Stamped from the signed-in\n   * user's resolved name at log time and never rewritten, so it can drift\n   * from a later rename — the way a signed letter keeps the name it was\n   * signed with.\n   */\n  byName?: string\n  /** The automation that logged it (AGL-2605), when a person did not. */\n  sourceActionId?: string\n  /**\n   * The plugin that filed it on the record-timeline seam (AGL-2981) — an\n   * email a sequence sent, a reply it read — or the CRM's own id on an\n   * entry it wrote about a filing (AGL-3274), so a reader can tell the\n   * bookkeeping entries from what a person logged.\n   */\n  sourcePluginId?: string\n  /**\n   * The campaign a filing entry is about (AGL-3274): \"Filed under\" and\n   * \"Removed from\" name it in the body and carry the container's id here,\n   * so a campaign's own page can one day list what happened under it\n   * without parsing a sentence.\n   */\n  campaignId?: string\n  contactId?: string\n  companyId?: string\n  dealId?: string\n  /** The lead it was filed under (AGL-2615) — see {@link CrmActivityLink.leadId}. */\n  leadId?: string\n  outcome?: string\n  durationMinutes?: number\n  /**\n   * An `email` the platform SENT (AGL-2615), as against one a person logged\n   * by hand: the subject line, who it went to, and where delivery got to.\n   * Absent on a hand-logged email, which has a body and nothing else.\n   */\n  subject?: string\n  /** The address the message left for. */\n  to?: string\n  /**\n   * `outbound` for a message the platform sent or a teammate copied to the\n   * capture address; `inbound` for one a correspondent wrote (AGL-2657).\n   */\n  direction?: CrmEmailDirection\n  /** See {@link CrmEmailDeliveryState}; advanced by the delivery webhook. */\n  deliveryState?: CrmEmailDeliveryState\n  /** When the delivery state last moved, epoch ms. */\n  deliveryAtMs?: number\n  /**\n   * What the receiving server said when the state moved to a failure\n   * (AGL-3245): a bounce's diagnostic, scrubbed of the address. Absent on a\n   * progression state.\n   */\n  deliveryDetail?: string\n  /**\n   * `hosts/{hostId}/bookings/{bookingId}` — the booking a `meeting` was\n   * filed from (AGL-2660), on the rows filed before a booking reached the\n   * record through the record-timeline seam. A booking's meeting is now an\n   * entry keyed by the booking, and `sourcePluginId` names who filed it.\n   */\n  bookingId?: string\n  /**\n   * An email CAPTURED from a mailbox (AGL-2657) — forwarded or copied to\n   * the workspace's capture address — as against one the platform sent:\n   * who wrote it, the provider's `Message-ID` the row is deduplicated by,\n   * the message it answered, and the subject with its reply and forward\n   * prefixes removed, which is what groups a thread. Absent on every other\n   * email row.\n   */\n  from?: string\n  messageId?: string\n  inReplyTo?: string\n  threadSubject?: string\n}\n\n/** An activity as a listener hands it back: the document plus its id. */\nexport type CrmActivityRow = CrmActivity & { $id: string }\n\n/** What a sent one-to-one email is logged from — see {@link buildCrmEmailActivity}. */\nexport interface CrmEmailActivityInput {\n  subject: string\n  body: string\n  /** The recipient, as the message was addressed. */\n  to: string\n  /** When it was sent. */\n  atMs: number\n  /** Who sent it, or `''` for an automation — see `CrmActivity.byUid`. */\n  byUid: string\n  byName?: string\n  sourceActionId?: string\n  link: CrmActivityLink\n  hostId: string\n  visibleTo: string[]\n}\n\n/**\n * The activity row a sent one-to-one email is logged as (AGL-2615).\n *\n * ONE builder for the two writers — the console's send route and the\n * `sendEmail` automation step — so a message a rep wrote and a message a\n * flow sent are the same kind of entry on the timeline: `kind: 'email'`,\n * outbound, starting at `sent` for the delivery webhook to advance. A\n * writer that assembled its own would be the one whose rows the chip did\n * not know how to read. Timestamps are the writer's: a server stamps\n * `serverTimestamp()` and this module has no Firestore.\n */\nexport function buildCrmEmailActivity(input: CrmEmailActivityInput): CrmActivity {\n  const { link } = input\n  return {\n    kind: 'email',\n    subject: String(input.subject ?? '').slice(0, CRM_EMAIL_SUBJECT_MAX),\n    body: String(input.body ?? '').slice(0, CRM_EMAIL_BODY_MAX),\n    to: input.to,\n    direction: 'outbound',\n    deliveryState: 'sent',\n    deliveryAtMs: input.atMs,\n    atMs: input.atMs,\n    byUid: input.byUid,\n    ...(input.byName ? { byName: input.byName } : {}),\n    ...(input.sourceActionId ? { sourceActionId: input.sourceActionId } : {}),\n    // Only the links the caller fixed: a key with no value is `undefined`,\n    // which Firestore refuses.\n    ...(link.contactId ? { contactId: String(link.contactId) } : {}),\n    ...(link.companyId ? { companyId: String(link.companyId) } : {}),\n    ...(link.dealId ? { dealId: String(link.dealId) } : {}),\n    ...(link.leadId ? { leadId: String(link.leadId) } : {}),\n    hostId: input.hostId,\n    visibleTo: [...input.visibleTo],\n  }\n}\n\n/**\n * One campaign email this person was sent, and what became of it (AGL-2616).\n *\n * The per-recipient delivery log — `emailDeliveries/{key}/messages` — keeps\n * one document per MESSAGE with a timestamp per lifecycle state and a count\n * of opens and clicks, and this is that document as a timeline reads it:\n * which email, when it went out, and how far it got. A message that bounced\n * or was complained about carries that state too, because \"we mailed them\n * and it bounced\" is part of the history of a relationship and a timeline\n * that showed only the successes would read as if nothing had been tried.\n *\n * The server answers with this shape, never the log record itself: the log\n * carries the recipient's address, the provider and the links they followed,\n * and none of that is the timeline's to show.\n */\nexport interface ContactCampaignEmail {\n  /** The provider's message id — distinct per send, and the entry's key. */\n  messageId: string\n  /** The site the campaign went out from — the send's `hostId`. */\n  hostId: string\n  /** `orgs/{orgId}/campaigns/{campaignId}` — the email, whose report the entry links to. */\n  campaignId: string\n  /**\n   * The email as the team named it in the Emails console — its display name,\n   * or its subject when it has none. `null` when the email has since been\n   * deleted, in which case the entry still has the subject it was sent with.\n   */\n  campaignName: string | null\n  /** The subject line the person received. */\n  subject: string | null\n  /** When it went out — the provider's `sent` instant, or the first event seen. */\n  sentAtMs: number\n  deliveredAtMs?: number\n  openedAtMs?: number\n  clickedAtMs?: number\n  bouncedAtMs?: number\n  complainedAtMs?: number\n  openCount: number\n  clickCount: number\n}\n\n/**\n * One entry of a contact's timeline (AGL-2600): something the platform\n * CAPTURED on the contact's facet, something a person LOGGED beside it, or\n * — since AGL-2616 — a CAMPAIGN email the person was sent.\n *\n * A tagged union rather than a flattened row, because the three are\n * different facts with different affordances — a captured interaction is\n * read-only and names the door it came through, a logged activity has an\n * author who may edit it, a campaign email is read-only and links to the\n * campaign's report — and a surface drawing the stream has to say which is\n * which. A logged activity of kind `email` and a campaign entry are two\n * different things on purpose: the first is a message a person on the team\n * sent or recorded, the second is a mailing the platform delivered, and the\n * two must never share a kind id or a glyph.\n */\nexport type ContactTimelineEntry =\n  | {\n      kind: 'captured'\n      /** Distinct across the merged list, for a React key. */\n      key: string\n      atMs: number\n      interaction: ContactInteraction\n    }\n  | {\n      kind: 'logged'\n      key: string\n      atMs: number\n      activity: CrmActivityRow\n    }\n  | {\n      kind: 'campaign'\n      key: string\n      atMs: number\n      email: ContactCampaignEmail\n    }\n\n/**\n * What became of one campaign email, as the words a timeline row prints\n * after the email's name: `sent · delivered · opened ×2 · clicked`.\n *\n * In lifecycle order, and only the states that happened. `sent` is always\n * first because the row exists; the counts appear only past one, because\n * \"opened ×1\" says nothing \"opened\" does not. A bounce or a complaint is\n * printed where it falls, after whatever succeeded before it — a message\n * delivered and then complained about reads as both, which is what\n * happened.\n */\nexport function campaignEmailSummary(email: ContactCampaignEmail): string[] {\n  const counted = (word: string, count: number): string =>\n    count > 1 ? `${word} ×${count}` : word\n  const parts = ['sent']\n  if (email.deliveredAtMs) parts.push('delivered')\n  if (email.openedAtMs) parts.push(counted('opened', email.openCount))\n  if (email.clickedAtMs) parts.push(counted('clicked', email.clickCount))\n  if (email.bouncedAtMs) parts.push('bounced')\n  if (email.complainedAtMs) parts.push('marked as spam')\n  return parts\n}\n\n/** A time that can be sorted on; anything that is not one sinks to the bottom. */\nconst sortableMs = (value: unknown): number =>\n  typeof value === 'number' && Number.isFinite(value)\n    ? value\n    : Number.NEGATIVE_INFINITY\n\n/**\n * ONE newest-first stream from a contact's two histories.\n *\n * The captured interactions live on the contact's facet and the logged\n * activities in their own collection, and a page showing them as two lists\n * asks the reader to do the interleaving in their head — \"did the call come\n * before or after the order?\" is the question a timeline exists to answer.\n *\n * STABLE on purpose. The sort is on `atMs` alone, and at a tie the captured\n * entries keep their place ahead of the logged ones, each in the order it\n * arrived: a facet's interactions are already newest-first and a listener's\n * rows are already ordered, so the merge must not reshuffle what its inputs\n * settled. An entry with no usable time goes LAST, never first — a row that\n * cannot say when it happened must not read as the most recent thing.\n *\n * The key is what a list renders by. A captured interaction has no id of its\n * own, so its key is built from what it does carry; a logged activity's is\n * its document id; a campaign email's is the provider's message id.\n *\n * A campaign email is placed at the instant it was SENT, not at its latest\n * open. The row tells the whole story of that message in one line, and a\n * message that moved up the stream every time its reader re-opened it would\n * be a timeline that reorders itself under the reader.\n */\nexport function mergeContactTimeline(\n  interactions: readonly ContactInteraction[] | null | undefined,\n  activities: readonly CrmActivityRow[] | null | undefined,\n  campaignEmails?: readonly ContactCampaignEmail[] | null,\n): ContactTimelineEntry[] {\n  const entries: ContactTimelineEntry[] = [\n    ...(interactions ?? []).map(\n      (interaction, index): ContactTimelineEntry => ({\n        kind: 'captured',\n        key: `captured:${interaction.type}:${interaction.refId ?? index}:${interaction.atMs}:${index}`,\n        atMs: interaction.atMs,\n        interaction,\n      }),\n    ),\n    ...(activities ?? []).map(\n      (activity): ContactTimelineEntry => ({\n        kind: 'logged',\n        key: `logged:${activity.$id}`,\n        atMs: activity.atMs,\n        activity,\n      }),\n    ),\n    ...(campaignEmails ?? []).map(\n      (email): ContactTimelineEntry => ({\n        kind: 'campaign',\n        key: `campaign:${email.messageId}`,\n        atMs: email.sentAtMs,\n        email,\n      }),\n    ),\n  ]\n  // `Array.prototype.sort` is stable, which is what keeps the tie rule above\n  // true without a secondary comparison on the entry's kind or position.\n  return entries.sort((a, b) => sortableMs(b.atMs) - sortableMs(a.atMs))\n}\n\n/**\n * Which record an activity is ABOUT, for a surface that links to it, or\n * `null` when it was filed against nothing.\n *\n * A contact outranks a deal outranks a company. An activity can name all\n * three — a call with a person about a deal at their company — and the\n * contact is the one a reader means when they ask \"who was this with\"; the\n * deal is next because it is the thing with a clock on it; the company is\n * the widest and so the last resort.\n */\nexport function crmActivityRecordLink(\n  activity: Pick<CrmActivity, 'contactId' | 'companyId' | 'dealId' | 'leadId'>,\n): { record: 'contact' | 'deal' | 'company' | 'lead'; id: string } | null {\n  if (activity.contactId) return { record: 'contact', id: activity.contactId }\n  if (activity.dealId) return { record: 'deal', id: activity.dealId }\n  if (activity.companyId) return { record: 'company', id: activity.companyId }\n  // A lead is the narrowest: once converted, the contact it became leads.\n  if (activity.leadId) return { record: 'lead', id: activity.leadId }\n  return null\n}\n\nconst MINUTE_MS = 60_000\nconst HOUR_MS = 60 * MINUTE_MS\nconst DAY_MS = 24 * HOUR_MS\n\n/**\n * How long ago something happened, in the words a list row uses.\n *\n * Coarse on purpose. A row reads \"3 days ago\" and carries the full timestamp\n * in its tooltip; the sentence exists so that a reader scanning a log can\n * tell this week from last month without parsing dates. Past a week the\n * relative form stops helping — \"412 days ago\" is a date the reader has to\n * compute — so it becomes one. A time AHEAD of now is a date too: a call\n * logged for tomorrow is a scheduling mistake the page should show plainly\n * rather than dress as \"in 14 hours\". An unusable time reads as nothing.\n *\n * English rather than `Intl.RelativeTimeFormat` because the console is\n * English-only, and the thresholds are what the spec pins.\n */\nexport function activityTimeLabel(atMs: number, nowMs: number): string {\n  if (!Number.isFinite(atMs) || !Number.isFinite(nowMs)) return ''\n  const elapsed = nowMs - atMs\n  if (elapsed < -MINUTE_MS || elapsed >= 7 * DAY_MS) {\n    return new Date(atMs).toLocaleDateString()\n  }\n  if (elapsed < MINUTE_MS) return 'just now'\n  if (elapsed < HOUR_MS) return `${Math.floor(elapsed / MINUTE_MS)} min ago`\n  if (elapsed < DAY_MS) return `${Math.floor(elapsed / HOUR_MS)} h ago`\n  if (elapsed < 2 * DAY_MS) return 'yesterday'\n  return `${Math.floor(elapsed / DAY_MS)} days ago`\n}\n\nexport type ContactFieldType =\n  | 'text'\n  | 'number'\n  | 'date'\n  | 'select'\n  | 'checkbox'\n  | 'url'\n\n/**\n * `orgs/{orgId}/contactFields/{fieldId}` — a custom field a holder defined.\n *\n * The `key` is the map key under a facet's `custom`, so it is IMMUTABLE once\n * a value has been written under it; a rename is a new field and a retire.\n * `retiredAt` rather than a delete for the same reason: values written under\n * the key survive, and a retired field still has to be able to read them\n * back on an export.\n */\nexport interface ContactFieldDefinition extends CrmScoped {\n  /** `^[a-z][a-z0-9_]{0,39}$` — see {@link normalizeContactFieldKey}. */\n  key: string\n  label: string\n  type: ContactFieldType\n  /** The choices, for `select`. */\n  options?: string[]\n  required?: boolean\n  /** Position in the form and the export, ascending. */\n  order: number\n  retiredAt?: number | null\n  /**\n   * Which record the field describes (AGL-2661). ABSENT means `contact`,\n   * because every definition written before companies and deals could carry\n   * custom fields described a contact, and a backfill that stamped them\n   * would touch every org for a fact the reader can infer. Read it through\n   * {@link fieldDefinitionObject}, never directly, so that inference lives\n   * in one place. Keys are unique PER OBJECT: a company field and a contact\n   * field may both be called `region`.\n   */\n  object?: CrmFieldObject\n}\n\n/**\n * The records a custom field may describe, in the order the Fields\n * section tabs them (AGL-2661), with `lead` since AGL-3272.\n *\n * A lead is last because it is the record a person leaves: the three\n * before it are what a lead becomes, and the tabs read in that order.\n */\nexport const CRM_FIELD_OBJECTS = ['contact', 'company', 'deal', 'lead'] as const\n\nexport type CrmFieldObject = (typeof CRM_FIELD_OBJECTS)[number]\n\n/** How each object reads on the Fields section's tabs and in a refusal. */\nexport const CRM_FIELD_OBJECT_LABELS: Record<CrmFieldObject, string> = {\n  contact: 'Contacts',\n  company: 'Companies',\n  deal: 'Deals',\n  lead: 'Leads',\n}\n\nexport function isCrmFieldObject(value: unknown): value is CrmFieldObject {\n  return (\n    typeof value === 'string' &&\n    (CRM_FIELD_OBJECTS as readonly string[]).includes(value)\n  )\n}\n\n/**\n * Which record a definition describes — `contact` when the document says\n * nothing, or says something no reader understands.\n *\n * The one reader of {@link ContactFieldDefinition.object}. A stored value\n * outside the list is read as `contact` rather than refused, for the\n * reason an absent one is: the definition predates the field, or was\n * written by something that never learned it, and either way the values\n * under its key sit on contacts.\n */\nexport function fieldDefinitionObject(\n  definition: Pick<ContactFieldDefinition, 'object'> | null | undefined,\n): CrmFieldObject {\n  return isCrmFieldObject(definition?.object) ? definition.object : 'contact'\n}\n\n/**\n * What the CRM › Fields table's query reads on a definition (AGL-3335):\n *\n *   object        which tab it belongs to, stored even for a contact's, because\n *                 a query cannot find a field's absence;\n *   required      a boolean on every definition, for the Required filter;\n *   searchTokens  every word prefix of its name and of its key, the key read\n *                 whole and split at `_`, `-` and `.`, so \"plan\" finds\n *                 `plan_interest` and \"interest\" does too.\n *\n * Its script-side twin is `crmFieldListFields` in\n * `tools/scripts/lib/org-record-list-fields.mjs`; both answer the\n * `fieldDefinitions` of `org-record-list-fields.fixtures.json`.\n */\nexport function crmFieldListFields(definition: Record<string, unknown> | null | undefined): {\n  object: CrmFieldObject\n  required: boolean\n  searchTokens: string[]\n} {\n  const label = typeof definition?.['label'] === 'string' ? definition['label'] : ''\n  const key = typeof definition?.['key'] === 'string' ? definition['key'] : ''\n  return {\n    object: fieldDefinitionObject(definition as Pick<ContactFieldDefinition, 'object'>),\n    required: definition?.['required'] === true,\n    searchTokens: nameSearchTokens([label, key, key.replace(/[_.-]+/g, ' ')].join(' ')),\n  }\n}\n\n/**\n * The definition type under the name new code uses (AGL-2661). The type,\n * the collection (`contactFields`) and the rules match keep the contact\n * name: renaming them would ripple through the rules, the REST resources\n * and the docs for no change in what is stored.\n */\nexport type CrmFieldDefinition = ContactFieldDefinition\n\n/** What a stored field key must look like — a letter, then up to 39 of `[a-z0-9_]`. */\nexport const CONTACT_FIELD_KEY_PATTERN = /^[a-z][a-z0-9_]{0,39}$/\n\n/**\n * A typed label, as the key it would be stored under, or `null` when nothing\n * usable survives.\n *\n * Lowercased and snake-cased rather than refused, because the key is derived\n * from the label a merchant typed (\"Annual revenue\" → `annual_revenue`) and\n * they should not have to learn the grammar. Anything outside `[a-z0-9_]` is\n * dropped after separators become underscores, runs collapse, and a leading\n * run of digits or underscores goes — a key has to start with a letter so it\n * can never collide with an array index or read as a number in a filter.\n */\nexport function normalizeContactFieldKey(input: unknown): string | null {\n  const key = String(input ?? '')\n    .trim()\n    .toLowerCase()\n    .replace(/[\\s-]+/g, '_')\n    .replace(/[^a-z0-9_]/g, '')\n    .replace(/_+/g, '_')\n    .replace(/^[^a-z]+/, '')\n    .replace(/_+$/, '')\n    .slice(0, 40)\n  return CONTACT_FIELD_KEY_PATTERN.test(key) ? key : null\n}\n\n/** The stage a deal is in, or `null` when the pipeline no longer has it. */\nexport function dealStageById(\n  pipeline: Pick<CrmPipeline, 'stages'> | null | undefined,\n  stageId: string,\n): CrmDealStage | null {\n  return pipeline?.stages?.find((stage) => stage.id === stageId) ?? null\n}\n\n/**\n * What a deal is worth to a forecast, in cents.\n *\n * STATUS wins over the stage. A deal marked won is worth its full amount\n * whatever stage it happens to sit in, and a lost one is worth nothing —\n * the stage's probability is the odds of an OPEN deal, and applying it to a\n * closed one would forecast a sale that has already happened as a fraction\n * of itself. An open deal with no resolvable stage is worth nothing rather\n * than everything: the pipeline lost the stage, and a forecast that filled\n * the gap with 100% would be the most optimistic number available.\n */\nexport function weightedDealAmountCents(\n  deal: Pick<CrmDeal, 'amountCents' | 'status'>,\n  stage: Pick<CrmDealStage, 'probability'> | null | undefined,\n): number {\n  const amount = Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0))\n  if (deal.status === 'won') return amount\n  if (deal.status === 'lost' || !stage) return 0\n  const probability = Math.min(100, Math.max(0, Number(stage.probability) || 0))\n  return Math.round((amount * probability) / 100)\n}\n\n/** Whether a deal's amount is derived — it has at least one line item. */\nexport function dealHasLineItems(\n  deal: Pick<CrmDeal, 'lineItems'> | null | undefined,\n): boolean {\n  return Array.isArray(deal?.lineItems) && deal.lineItems.length > 0\n}\n\n/**\n * What a set of line items adds up to, in cents — the amount a deal with\n * line items stores. Whole cents, never negative: a line's quantity and\n * unit amount have both been through `readDealLineItems`, but a stored\n * document from an older writer is trusted no further than that.\n */\nexport function lineItemsTotalCents(\n  items: readonly Pick<CrmDealLineItem, 'quantity' | 'unitAmountCents'>[] | null | undefined,\n): number {\n  let total = 0\n  for (const item of items ?? []) {\n    const quantity = Math.max(0, Math.round(Number(item.quantity) || 0))\n    const unit = Math.max(0, Math.round(Number(item.unitAmountCents) || 0))\n    total += quantity * unit\n  }\n  return total\n}\n\n/**\n * Line items as a client typed or sent them, validated into the stored\n * shape, or the one reason they were refused.\n *\n * The one reader for both writers — the products card on a deal's page\n * and `POST`/`PATCH /v1/deals` — so a line the console accepts is a line\n * the API accepts and the other way round. The rules: at most\n * {@link DEAL_LINE_ITEMS_MAX} lines; every line a name, a whole quantity\n * of one or more, a whole unit amount of zero or more; every line in the\n * DEAL's currency (`currency`), which a line may omit and may not\n * contradict. An empty list is valid and means \"no line items\" — the\n * amount goes back to being typed.\n */\nexport function readDealLineItems(\n  input: unknown,\n  currency: string,\n): { items: CrmDealLineItem[] } | { error: string } {\n  if (input === undefined || input === null) return { items: [] }\n  if (!Array.isArray(input)) return { error: 'Line items must be a list' }\n  if (input.length > DEAL_LINE_ITEMS_MAX) {\n    return { error: `A deal carries at most ${DEAL_LINE_ITEMS_MAX} line items` }\n  }\n  const dealCurrency = String(currency || 'usd').trim().toLowerCase()\n  const items: CrmDealLineItem[] = []\n  for (const [index, raw] of input.entries()) {\n    const at = `Line ${index + 1}`\n    if (!raw || typeof raw !== 'object' || Array.isArray(raw)) {\n      return { error: `${at} must be an object` }\n    }\n    const line = raw as Record<string, unknown>\n    const name = String(line.name ?? '')\n      .trim()\n      .slice(0, DEAL_LINE_ITEM_NAME_MAX)\n    if (!name) return { error: `${at} needs a name` }\n    const quantity = Number(line.quantity)\n    if (!Number.isInteger(quantity) || quantity < 1 || quantity > DEAL_LINE_ITEM_QUANTITY_MAX) {\n      return {\n        error: `${at}: the quantity must be a whole number from 1 to ${DEAL_LINE_ITEM_QUANTITY_MAX.toLocaleString()}`,\n      }\n    }\n    const unitAmountCents = Number(line.unitAmountCents)\n    if (!Number.isInteger(unitAmountCents) || unitAmountCents < 0) {\n      return { error: `${at}: the unit amount must be a whole number of cents, 0 or more` }\n    }\n    const lineCurrency =\n      line.currency === undefined || line.currency === null || line.currency === ''\n        ? dealCurrency\n        : String(line.currency).trim().toLowerCase()\n    if (lineCurrency !== dealCurrency) {\n      return { error: `${at} is in ${lineCurrency.toUpperCase()}; every line must be in the deal's currency, ${dealCurrency.toUpperCase()}` }\n    }\n    const productId =\n      typeof line.productId === 'string' && line.productId.trim()\n        ? line.productId.trim().slice(0, 200)\n        : undefined\n    items.push({\n      ...(productId ? { productId } : {}),\n      name,\n      quantity,\n      unitAmountCents,\n      currency: dealCurrency,\n    })\n  }\n  return { items }\n}\n\nexport type TaskDueState = 'overdue' | 'today' | 'upcoming' | 'none' | 'done'\n\n/**\n * Where a task stands against the clock.\n *\n * `today` is decided on the LOCAL calendar day and beats `overdue`: a task\n * due at nine this morning is today's work until midnight, not something the\n * list should paint red at 9:01. Overdue is yesterday or earlier. `done`\n * comes first because a completed task's due date is history whichever side\n * of now it fell on.\n */\nexport function taskDueState(\n  task: Pick<CrmTask, 'status' | 'dueAtMs'>,\n  nowMs: number,\n): TaskDueState {\n  if (task.status === 'done') return 'done'\n  const dueAtMs = task.dueAtMs\n  if (typeof dueAtMs !== 'number' || !Number.isFinite(dueAtMs)) return 'none'\n  const due = new Date(dueAtMs)\n  const now = new Date(nowMs)\n  const sameDay =\n    due.getFullYear() === now.getFullYear() &&\n    due.getMonth() === now.getMonth() &&\n    due.getDate() === now.getDate()\n  if (sameDay) return 'today'\n  return dueAtMs < nowMs ? 'overdue' : 'upcoming'\n}\n\n/**\n * A hostname label: `[a-z0-9-]`, not starting or ending with a hyphen, at\n * most 63 characters — RFC 1123 as far as a company domain needs it.\n */\nconst DOMAIN_LABEL = /^[a-z0-9](?:[a-z0-9-]{0,61}[a-z0-9])?$/\n\n/**\n * A typed or pasted domain, reduced to the bare lowercase hostname a company\n * is keyed by, or `null` when what is left is not one.\n *\n * Strips what people paste along with a domain — the protocol, a `www.`, a\n * path, a query, a port — because the value is a KEY: two contacts at\n * `https://www.acme.com/about` and `acme.com` work for one company, and the\n * match is only findable if both reduce to the same string. The last label\n * has to be letters because a company's domain has a TLD; a bare IP address\n * or a single word is not one and answers `null` rather than being stored as\n * something a later match will never hit.\n */\nexport function normalizeCompanyDomain(input: unknown): string | null {\n  let value = String(input ?? '')\n    .trim()\n    .toLowerCase()\n  if (!value) return null\n  value = value.replace(/^[a-z][a-z0-9+.-]*:\\/\\//, '')\n  value = value.replace(/^www\\./, '')\n  value = value.split(/[/?#]/, 1)[0]\n  value = value.split(':', 1)[0]\n  value = value.replace(/\\.+$/, '')\n  if (!value || value.length > 253) return null\n  const labels = value.split('.')\n  if (labels.length < 2) return null\n  if (!labels.every((label) => DOMAIN_LABEL.test(label))) return null\n  if (!/^[a-z]{2,}$/.test(labels[labels.length - 1])) return null\n  return value\n}\n\n/** The longest website URL a company stores. */\nconst COMPANY_WEBSITE_MAX = 500\n\n/**\n * The typed website, as a URL; `''` for a blank; `null` when it cannot be\n * one.\n *\n * People type `acme.com` where a URL is asked for, and refusing that is\n * pedantry — it becomes `https://acme.com`. What IS refused is anything the\n * URL parser cannot read or a scheme other than http(s): a `javascript:` link\n * on a record that renders as an anchor is not a website. One function for\n * the company drawer and the companies import, so a website typed and a\n * website imported are stored the same way.\n */\nexport function normalizeCompanyWebsite(input: unknown): string | null {\n  const raw = String(input ?? '').trim()\n  if (!raw) return ''\n  const candidate = /^[a-z][a-z0-9+.-]*:\\/\\//i.test(raw) ? raw : `https://${raw}`\n  try {\n    const url = new URL(candidate)\n    if (url.protocol !== 'http:' && url.protocol !== 'https:') return null\n    return url.href.length > COMPANY_WEBSITE_MAX ? null : url.href\n  } catch {\n    return null\n  }\n}\n\n/**\n * Mailbox domains that belong to people rather than to a business: the\n * providers anybody can sign up with, and the ones an internet provider\n * hands its subscribers.\n *\n * Auto-associating a contact with a company by email domain is the whole\n * reason {@link companyDomainForEmail} exists, and it is wrong for every\n * address at a public mailbox: `gmail.com` is not a company, and a rule\n * that treated it as one would file half of a consumer list under a single\n * phantom account. It is also the fact a cold email has to know — an\n * address here is a person's own, not their work address — which is why the\n * list is exported with {@link isPublicMailboxDomain}: a second list kept\n * for that question would drift from this one.\n *\n * Exact domains, not suffixes: a subscriber's regional host (`nc.rr.com`)\n * is not listed, and neither is a company that happens to end in `mail.com`.\n */\nexport const PUBLIC_MAILBOX_DOMAINS: ReadonlySet<string> = new Set([\n  // Google, Yahoo, Microsoft, Apple, AOL.\n  'gmail.com',\n  'googlemail.com',\n  'yahoo.com',\n  'yahoo.co.uk',\n  'yahoo.ca',\n  'yahoo.com.au',\n  'yahoo.co.in',\n  'yahoo.fr',\n  'yahoo.de',\n  'ymail.com',\n  'rocketmail.com',\n  'hotmail.com',\n  'hotmail.co.uk',\n  'hotmail.fr',\n  'hotmail.de',\n  'hotmail.it',\n  'outlook.com',\n  'live.com',\n  'live.co.uk',\n  'live.ca',\n  'msn.com',\n  'icloud.com',\n  'me.com',\n  'mac.com',\n  'aol.com',\n  'aim.com',\n  // Independent and privacy-first providers.\n  'proton.me',\n  'protonmail.com',\n  'protonmail.ch',\n  'pm.me',\n  'tutanota.com',\n  'tuta.io',\n  'hushmail.com',\n  'gmx.com',\n  'gmx.net',\n  'gmx.de',\n  'web.de',\n  'mail.com',\n  'yandex.com',\n  'yandex.ru',\n  'zoho.com',\n  'zohomail.com',\n  'fastmail.com',\n  'hey.com',\n  // The largest consumer providers outside the US and Europe.\n  'qq.com',\n  '163.com',\n  '126.com',\n  'sina.com',\n  'naver.com',\n  'hanmail.net',\n  'rediffmail.com',\n  // US internet providers' subscriber mailboxes.\n  'comcast.net',\n  'att.net',\n  'sbcglobal.net',\n  'bellsouth.net',\n  'pacbell.net',\n  'verizon.net',\n  'cox.net',\n  'charter.net',\n  'earthlink.net',\n  'optonline.net',\n  'frontier.com',\n  'windstream.net',\n  'centurylink.net',\n  'juno.com',\n  'netzero.net',\n  // Subscriber mailboxes at the largest providers in Canada, the UK, France,\n  // Germany, Italy and Australia.\n  'shaw.ca',\n  'sympatico.ca',\n  'btinternet.com',\n  'sky.com',\n  'virginmedia.com',\n  'orange.fr',\n  'free.fr',\n  'laposte.net',\n  't-online.de',\n  'libero.it',\n  'bigpond.com',\n])\n\n/**\n * Whether a domain — or the domain of an address — is one of the\n * {@link PUBLIC_MAILBOX_DOMAINS}. Read the way a company domain is, so case,\n * a trailing dot and a pasted `www.` do not hide one.\n */\nexport function isPublicMailboxDomain(domainOrEmail: unknown): boolean {\n  const value = String(domainOrEmail ?? '').trim()\n  const domain = normalizeCompanyDomain(value.slice(value.lastIndexOf('@') + 1))\n  return domain !== null && PUBLIC_MAILBOX_DOMAINS.has(domain)\n}\n\n/**\n * The company domain an email address implies, or `null` when it implies\n * none — a malformed address, or one at a public mailbox provider.\n */\nexport function companyDomainForEmail(email: unknown): string | null {\n  const value = String(email ?? '')\n    .trim()\n    .toLowerCase()\n  const at = value.lastIndexOf('@')\n  if (at < 1 || at === value.length - 1) return null\n  if (/[\\s@]/.test(value.slice(0, at))) return null\n  const domain = normalizeCompanyDomain(value.slice(at + 1))\n  if (!domain || PUBLIC_MAILBOX_DOMAINS.has(domain)) return null\n  return domain\n}\n\n/**\n * The name a company minted from a domain starts with: the first label with\n * a capital — `acme.com` → `Acme`, `initech.co.uk` → `Initech`.\n *\n * A starting point and not a claim about what the business is called: the\n * lead-convert dialog offers it for editing, and a company the capture door\n * creates on its own carries it until somebody renames the record. The\n * domain itself would be an honest name too, but a list of companies that\n * reads `acme.com`, `globex.example` looks like a list of websites, and the\n * domain is on the row beside the name anyway.\n */\nexport function companyNameForDomain(domain: string): string {\n  const label = domain.split('.')[0] || domain\n  return label.charAt(0).toUpperCase() + label.slice(1)\n}\n\n/*==========================================\n * THE CONTACT–COMPANY LINK (AGL-2597, AGL-2613).\n *\n * The association proper is `facets.{groupId}.companyId` — one company per\n * holder, inside that holder's facet like the notes and the tags, and for\n * the same reason: which account a person belongs to is one business's\n * knowledge of them. But a facet path is per group, and Firestore cannot\n * answer \"every contact whose facet, whichever group's, names company X\" —\n * a `where` needs one field path, and the group id is part of the path. So\n * the facet is MIRRORED into a top-level array an `array-contains` can\n * query, and the company carries a COUNT of the contacts whose mirror names\n * it, so a list of companies can say how many people are at each without\n * reading a person.\n *\n * Three fields, kept in step by ONE planner. Every writer — the picker on a\n * contact's page, the company page's link control, the bulk bar, the server\n * doors that link on capture — asks {@link planContactCompanyLink} what\n * changes and applies the answer with its own SDK's sentinels. None of them\n * decides for itself whether the old id leaves the mirror, which is the rule\n * a second copy would get wrong: another business filing the same person\n * under the same account is THEIR link, and this holder letting go must not\n * take it away.\n *=========================================*/\n\n/**\n * The top-level field on a CONTACT naming every company it is linked to.\n *\n * It carries the union of every holder's link, so removing an id from it is\n * only correct when no other holder's facet still names that id — the rule\n * the planner enforces, and the reason nothing writes this field without\n * going through it. The facet is the truth and this is its index: a reader\n * answering \"which company is this person at\" reads the facet; only a QUERY\n * reads this.\n */\nexport const CONTACT_COMPANY_IDS_FIELD = 'companyIds'\n\n/**\n * The field on a COMPANY counting the contacts whose mirror names it.\n *\n * Denormalized because the honest figure is an aggregate over every contact\n * in the org, which a list of two hundred companies cannot afford to take\n * per row. Moved by `increment` in the same batch as the link that changes\n * it, so the two cannot disagree by a failed second write; a company's own\n * page still takes the live aggregate, which is what corrects a count that\n * predates the counter.\n */\nexport const COMPANY_CONTACTS_COUNT_FIELD = 'contactsCount'\n\n/** What the planner needs to know about a contact's links, and nothing else. */\nexport interface ContactCompanyLinkState {\n  /** This holder's link, or `null` when the facet names no company. */\n  companyId: string | null\n  /** The mirror as stored, in no order. */\n  companyIds: string[]\n  /**\n   * Ids named by OTHER holders' facets — what keeps an id in the mirror\n   * when this holder lets go of it.\n   */\n  heldElsewhere: string[]\n}\n\n/** The link state of a stored contact, read for one holder. */\nexport function readContactCompanyLink(\n  contact: Record<string, unknown> | null | undefined,\n  groupId: string,\n): ContactCompanyLinkState {\n  const document = contact ?? {}\n  const facets = document[CONTACT_FACETS_FIELD]\n  const heldElsewhere = new Set<string>()\n  if (facets && typeof facets === 'object' && !Array.isArray(facets)) {\n    for (const [holder, facet] of Object.entries(\n      facets as Record<string, unknown>,\n    )) {\n      if (holder === groupId) continue\n      const named =\n        facet && typeof facet === 'object' && !Array.isArray(facet)\n          ? (facet as Record<string, unknown>)['companyId']\n          : undefined\n      if (typeof named === 'string' && named) heldElsewhere.add(named)\n    }\n  }\n  const mirror = document[CONTACT_COMPANY_IDS_FIELD]\n  return {\n    companyId: readContactFacet(document, groupId).companyId ?? null,\n    companyIds: Array.isArray(mirror)\n      ? mirror.filter((id): id is string => typeof id === 'string' && !!id)\n      : [],\n    heldElsewhere: [...heldElsewhere],\n  }\n}\n\n/**\n * Every holder whose facet names this company, in no order.\n *\n * What a company's DELETION clears. Unlike a link change, which is one\n * holder's, a deletion takes the record away from every holder at once: a\n * facet still naming it would be a link to nothing, on a surface its holder\n * has no reason to revisit. Nothing else about another holder's facet is\n * read.\n */\nexport function contactGroupsNamingCompany(\n  contact: Record<string, unknown> | null | undefined,\n  companyId: string,\n): string[] {\n  const facets = (contact ?? {})[CONTACT_FACETS_FIELD]\n  if (!companyId || !facets || typeof facets !== 'object' || Array.isArray(facets)) {\n    return []\n  }\n  return Object.entries(facets as Record<string, unknown>)\n    .filter(([, facet]) =>\n      Boolean(\n        facet &&\n          typeof facet === 'object' &&\n          !Array.isArray(facet) &&\n          (facet as Record<string, unknown>)['companyId'] === companyId,\n      ),\n    )\n    .map(([groupId]) => groupId)\n}\n\n/**\n * How the mirror changes. Three shapes because Firestore takes ONE transform\n * per field per write: an `arrayUnion` and an `arrayRemove` on the same\n * field cannot share an update, so a move rewrites the array whole.\n */\nexport type ContactCompanyMirrorChange =\n  | { op: 'union'; companyId: string }\n  | { op: 'remove'; companyId: string }\n  | { op: 'set'; companyIds: string[] }\n\nexport interface ContactCompanyLinkPlan {\n  /** The facet's new value: the id, or `null` meaning delete the field. */\n  companyId: string | null\n  /** What happens to the mirror, or `null` when it already carries the right ids. */\n  mirror: ContactCompanyMirrorChange | null\n  /**\n   * Per company, how its contacts count moves. A company enters the list\n   * only when the mirror actually gains or loses it, so a link some other\n   * holder already made is not counted twice and a mirror that never carried\n   * an id is not decremented for it.\n   */\n  counts: Array<{ companyId: string; delta: 1 | -1 }>\n}\n\n/**\n * What linking a contact to a company FOR ONE HOLDER changes — or unlinking\n * them, with `null`. `null` when the document already says what was asked.\n *\n * Three cases, and the mirror is handled differently in each because it is\n * shared across holders while the facet is not:\n *\n *  - A first link `union`s the id in, which is safe against a concurrent\n *    writer adding another holder's id.\n *  - A MOVE from one company to another rewrites the mirror as a whole. The\n *    old id is dropped only if no other holder's facet still names it.\n *  - An unlink `remove`s the old id, on the same condition, and leaves the\n *    mirror alone when another holder still needs it there.\n *\n * The counts follow the mirror, not the facet: the company's figure is \"how\n * many contacts name me in the mirror\", and that is the quantity the\n * company page's live aggregate measures.\n */\nexport function planContactCompanyLink(\n  state: ContactCompanyLinkState,\n  companyId: string | null,\n): ContactCompanyLinkPlan | null {\n  const previous = state.companyId\n  if (previous === companyId) return null\n  const mirror = new Set(state.companyIds)\n  const previousLeaves =\n    previous !== null && !state.heldElsewhere.includes(previous)\n  const counts: ContactCompanyLinkPlan['counts'] = []\n  let change: ContactCompanyMirrorChange | null = null\n  if (companyId && !previous) {\n    change = { op: 'union', companyId }\n    if (!mirror.has(companyId)) counts.push({ companyId, delta: 1 })\n  } else if (companyId && previous) {\n    const kept = state.companyIds.filter(\n      (id) => id !== previous || !previousLeaves,\n    )\n    change = { op: 'set', companyIds: [...new Set([...kept, companyId])] }\n    if (previousLeaves && mirror.has(previous)) {\n      counts.push({ companyId: previous, delta: -1 })\n    }\n    if (!mirror.has(companyId)) counts.push({ companyId, delta: 1 })\n  } else if (previous && previousLeaves) {\n    change = { op: 'remove', companyId: previous }\n    if (mirror.has(previous)) counts.push({ companyId: previous, delta: -1 })\n  }\n  return { companyId, mirror: change, counts }\n}\n\n/*==========================================\n * THE CRM's ORGANIZATION SETTINGS (AGL-2613).\n *\n * One map under `crm` on the org document, so the CRM → Settings section\n * can grow a key per setting without a rules change each time: the org\n * document's client branch is a deny-list, and `crm` is declared\n * client-writable in `ORG_CLIENT_WRITABLE_FIELDS` with its reason.\n *=========================================*/\n\n/** The org-document key the CRM's settings live under. */\nexport const ORG_CRM_SETTINGS_FIELD = 'crm'\n\n/** The dotted path an `update()` writes the auto-create switch by. */\nexport const CRM_AUTO_CREATE_COMPANIES_PATH = `${ORG_CRM_SETTINGS_FIELD}.autoCreateCompanies`\n\n/**\n * Whether a capture from a work email domain no visible company carries\n * should CREATE the company. Off unless the org document says `true`: a\n * company minted from every domain that ever submitted a form is a list\n * nobody asked for, so the default is the quiet one.\n *\n * Read off the raw document rather than a typed field, because the capture\n * door holds a `Partial<AglynOrganization>` and the console a\n * `Partial<AglynOrgBilling>`, and one reader has to answer both.\n */\nexport function orgAutoCreatesCompanies(\n  orgDocument: Record<string, unknown> | null | undefined,\n): boolean {\n  const settings = (orgDocument ?? {})[ORG_CRM_SETTINGS_FIELD]\n  return Boolean(\n    settings &&\n      typeof settings === 'object' &&\n      !Array.isArray(settings) &&\n      (settings as Record<string, unknown>)['autoCreateCompanies'] === true,\n  )\n}\n\n/*==========================================\n * WHO A NEW RECORD BELONGS TO (AGL-2618).\n *\n * Salesforce calls these assignment rules and HubSpot rotates to an owner;\n * either way they are the first thing a sales team configures, because a\n * record with no owner is one nobody follows up. The shape here is what the\n * CRM → Settings section writes onto the org document under `crm`, what the\n * capture door's assignment pass reads, and what the `assignContactOwner`\n * automation step's round-robin mode reads — one vocabulary, three readers.\n *\n * ## The order of decision\n *\n * The rules are tried in their stored order and the FIRST match assigns; a\n * rule that names a member the roster no longer has, or a round-robin rule\n * over an empty pool, is passed over rather than stopping the pass. When no\n * rule claims the capture, the capturing site's default owner does; when\n * the site has none, the record stays unassigned, which is what the product\n * did before any of this existed and is the honest answer to \"nobody has\n * said\".\n *\n * ## Only a record with no owner\n *\n * The capture pass runs when a record is CREATED and never overwrites an\n * owner: a door that named one (the console's drawer, an import column, a\n * conversion with a picked owner) has expressed a person's choice, and a\n * returning visitor's contact already belongs to somebody. The automation\n * step is the deliberate exception — an author who put \"assign an owner\"\n * on a stage change means to reassign.\n *\n * ## Why the pointer is a uid, and why the server moves it\n *\n * See `OrgCrmRoundRobin`. The pool is edited in the console and the pointer\n * is advanced by the Admin SDK inside the transaction that writes the owner,\n * so concurrent captures take distinct turns and an edit to the pool never\n * skips or repeats a member.\n *=========================================*/\n\n/** Where the ordered rules live on the org document. */\nexport const CRM_ASSIGNMENT_RULES_PATH = `${ORG_CRM_SETTINGS_FIELD}.assignmentRules`\n\n/** The round-robin pool's member list, in rotation order. */\nexport const CRM_ROUND_ROBIN_POOL_PATH = `${ORG_CRM_SETTINGS_FIELD}.roundRobin.memberUids`\n\n/** The member handed the most recent round-robin record. */\nexport const CRM_ROUND_ROBIN_LAST_ASSIGNED_PATH = `${ORG_CRM_SETTINGS_FIELD}.roundRobin.lastAssignedUid`\n\n/**\n * The most rules an org may keep. A first-match list longer than this is\n * one nobody can reason about, and the section refuses the fifty-first\n * rather than letting the document grow unbounded.\n */\nexport const CRM_ASSIGNMENT_RULES_MAX = 50\n\n/** The most members a round-robin pool may hold. */\nexport const CRM_ROUND_ROBIN_POOL_MAX = 50\n\n/**\n * The map of per-site CRM settings under `crm` on the ORG document, keyed\n * by host id. A field on the org, not a subcollection of the host: the\n * host-subcollection guards read a quoted `'hosts'` beside a site id as a\n * client path under `hosts/{hostId}`, which this is not, so the key is\n * named here and spelled nowhere else.\n */\nconst CRM_HOST_SETTINGS_KEY = 'hosts'\n\n/**\n * The field-path SEGMENTS of a site's default owner on the org document.\n *\n * Segments rather than a dotted string, because the host id is a document\n * id and a document id may contain a dot; joined with dots it would be read\n * as two path elements and the write would land beside the setting rather\n * than in it. A caller builds a `FieldPath` from these on either SDK.\n */\nexport function crmHostDefaultOwnerSegments(hostId: string): string[] {\n  if (!hostId) throw new Error('a site default owner must name a site')\n  return [ORG_CRM_SETTINGS_FIELD, CRM_HOST_SETTINGS_KEY, hostId, 'defaultOwnerUid']\n}\n\n/** The conditions a rule may name — every one present must hold. */\nexport interface CrmAssignmentRuleWhen {\n  /** The capture door: `form`, `booking`, `order`, `manual`… */\n  source?: ContactSource\n  /** The form the capture came through, by its document id. */\n  formId?: string\n  /** The captured address's domain, lowercased, without a leading `@`. */\n  emailDomain?: string\n  /** A tag the capture carries or the contact already wears. */\n  tag?: string\n}\n\n/** How a matching rule assigns: one member, or the next in the pool. */\nexport type CrmAssignmentTarget = { memberUid: string } | { roundRobin: true }\n\n/**\n * One rule as the CRM reads it — `OrgCrmAssignmentRule` with the source\n * narrowed to the capture vocabulary.\n */\nexport interface CrmAssignmentRule extends OrgCrmAssignmentRule {\n  when: CrmAssignmentRuleWhen\n  assign: CrmAssignmentTarget\n}\n\n/** The pool as the CRM reads it: never absent, possibly empty. */\nexport interface CrmRoundRobinPool {\n  memberUids: string[]\n  lastAssignedUid: string | null\n}\n\n/**\n * The org's assignment settings, read tolerantly off the raw document.\n *\n * Every field is optional on the document and the section writes each on\n * its own, so a reader that trusted the shape would throw on the first org\n * that has set the pool but never a rule. Malformed entries are dropped\n * rather than refused wholesale: one hand-edited rule must not stop the\n * others from assigning.\n */\nexport interface CrmAssignmentSettings {\n  rules: CrmAssignmentRule[]\n  pool: CrmRoundRobinPool\n  /** Site id → default owner uid, for the sites that set one. */\n  hostDefaultOwners: Record<string, string>\n}\n\nfunction isContactSourceValue(value: unknown): value is ContactSource {\n  return typeof value === 'string' && value in CONTACT_SOURCE_LABELS\n}\n\nfunction cleanText(value: unknown, max: number): string | undefined {\n  const text = typeof value === 'string' ? value.trim().slice(0, max) : ''\n  return text || undefined\n}\n\n/** A rule as the document holds it, or `null` for one that cannot assign. */\nexport function readCrmAssignmentRule(raw: unknown): CrmAssignmentRule | null {\n  if (!raw || typeof raw !== 'object' || Array.isArray(raw)) return null\n  const entry = raw as Record<string, unknown>\n  const id = cleanText(entry['id'], 64)\n  if (!id) return null\n  const whenRaw =\n    entry['when'] && typeof entry['when'] === 'object' && !Array.isArray(entry['when'])\n      ? (entry['when'] as Record<string, unknown>)\n      : {}\n  const when: CrmAssignmentRuleWhen = {}\n  if (isContactSourceValue(whenRaw['source'])) when.source = whenRaw['source']\n  const formId = cleanText(whenRaw['formId'], 128)\n  if (formId) when.formId = formId\n  // A person types a domain the way they see one in an address — `@acme.com`\n  // — so the `@` is what the field means, not part of the domain.\n  const emailDomain = normalizeCompanyDomain(\n    String(whenRaw['emailDomain'] ?? '')\n      .trim()\n      .replace(/^@/, ''),\n  )\n  if (emailDomain) when.emailDomain = emailDomain\n  const tag = cleanText(whenRaw['tag'], 60)?.toLowerCase()\n  if (tag) when.tag = tag\n  const assignRaw =\n    entry['assign'] &&\n    typeof entry['assign'] === 'object' &&\n    !Array.isArray(entry['assign'])\n      ? (entry['assign'] as Record<string, unknown>)\n      : null\n  if (!assignRaw) return null\n  if (assignRaw['roundRobin'] === true) {\n    return { id, when, assign: { roundRobin: true } }\n  }\n  const memberUid = cleanText(assignRaw['memberUid'], 128)\n  return memberUid ? { id, when, assign: { memberUid } } : null\n}\n\nexport function readCrmAssignmentSettings(\n  orgDocument: Record<string, unknown> | null | undefined,\n): CrmAssignmentSettings {\n  const settings = (orgDocument ?? {})[ORG_CRM_SETTINGS_FIELD]\n  const crm =\n    settings && typeof settings === 'object' && !Array.isArray(settings)\n      ? (settings as Record<string, unknown>)\n      : {}\n  const rules = (Array.isArray(crm['assignmentRules']) ? crm['assignmentRules'] : [])\n    .map(readCrmAssignmentRule)\n    .filter((rule): rule is CrmAssignmentRule => rule !== null)\n    .slice(0, CRM_ASSIGNMENT_RULES_MAX)\n  const roundRobin =\n    crm['roundRobin'] && typeof crm['roundRobin'] === 'object'\n      ? (crm['roundRobin'] as Record<string, unknown>)\n      : {}\n  const memberUids = [\n    ...new Set(\n      (Array.isArray(roundRobin['memberUids']) ? roundRobin['memberUids'] : [])\n        .map((uid) => cleanText(uid, 128))\n        .filter((uid): uid is string => Boolean(uid)),\n    ),\n  ].slice(0, CRM_ROUND_ROBIN_POOL_MAX)\n  const hostSettings = crm[CRM_HOST_SETTINGS_KEY]\n  const hosts =\n    hostSettings && typeof hostSettings === 'object' && !Array.isArray(hostSettings)\n      ? (hostSettings as Record<string, unknown>)\n      : {}\n  const hostDefaultOwners: Record<string, string> = {}\n  for (const [hostId, value] of Object.entries(hosts)) {\n    const owner =\n      value && typeof value === 'object'\n        ? cleanText((value as Record<string, unknown>)['defaultOwnerUid'], 128)\n        : undefined\n    if (owner) hostDefaultOwners[hostId] = owner\n  }\n  return {\n    rules,\n    pool: {\n      memberUids,\n      lastAssignedUid: cleanText(roundRobin['lastAssignedUid'], 128) ?? null,\n    },\n    hostDefaultOwners,\n  }\n}\n\n/** The member a site hands unclaimed captures to, or `null` for nobody. */\nexport function crmHostDefaultOwner(\n  orgDocument: Record<string, unknown> | null | undefined,\n  hostId: string,\n): string | null {\n  return readCrmAssignmentSettings(orgDocument).hostDefaultOwners[hostId] ?? null\n}\n\n/** What a rule is matched against: the capture, as its door described it. */\nexport interface CrmAssignmentCapture {\n  source: ContactSource\n  email: string\n  formId?: string | null\n  /** The capture's own tags and whatever the contact already wears. */\n  tags?: readonly string[]\n}\n\n/**\n * The domain a rule's `emailDomain` is compared with — the address's own,\n * lowercased. Not `companyDomainForEmail`, which answers `null` for a public\n * mailbox: a team may well route every `gmail.com` sign-up to one rep, and\n * a rule that could not name a consumer domain could not say so.\n */\nexport function assignmentEmailDomain(email: string): string | null {\n  const at = email.lastIndexOf('@')\n  if (at < 0) return null\n  return normalizeCompanyDomain(email.slice(at + 1))\n}\n\n/**\n * Whether every condition the rule names holds for this capture. A rule\n * with no condition matches every capture — the catch-all.\n */\nexport function assignmentRuleMatches(\n  when: CrmAssignmentRuleWhen,\n  capture: CrmAssignmentCapture,\n): boolean {\n  if (when.source && when.source !== capture.source) return false\n  if (when.formId && when.formId !== (capture.formId ?? '')) return false\n  if (when.emailDomain && when.emailDomain !== assignmentEmailDomain(capture.email)) {\n    return false\n  }\n  if (when.tag) {\n    const worn = (capture.tags ?? []).map((tag) => String(tag).trim().toLowerCase())\n    if (!worn.includes(when.tag)) return false\n  }\n  return true\n}\n\n/**\n * The pool in the order the next record should try it: the member after\n * the last recipient first, wrapping round, and the last recipient\n * themselves at the end — so a pool of one still assigns, and a pointer\n * naming somebody no longer in the pool starts from the top.\n */\nexport function roundRobinOrder(\n  memberUids: readonly string[],\n  lastAssignedUid: string | null | undefined,\n): string[] {\n  if (!memberUids.length) return []\n  const at = lastAssignedUid ? memberUids.indexOf(lastAssignedUid) : -1\n  if (at < 0) return [...memberUids]\n  return [...memberUids.slice(at + 1), ...memberUids.slice(0, at + 1)]\n}\n\n/**\n * How a rule reads in the settings list — its conditions in words and\n * where it sends the record — so a reader can tell two rules apart without\n * opening either. `memberLabel` turns a uid into a name; the section passes\n * the roster's.\n */\nexport function describeAssignmentRule(\n  rule: CrmAssignmentRule,\n  memberLabel: (uid: string) => string,\n): { when: string; assign: string } {\n  const parts: string[] = []\n  if (rule.when.source) parts.push(`source is ${CONTACT_SOURCE_LABELS[rule.when.source]}`)\n  if (rule.when.formId) parts.push(`form is ${rule.when.formId}`)\n  if (rule.when.emailDomain) parts.push(`email domain is ${rule.when.emailDomain}`)\n  if (rule.when.tag) parts.push(`tagged ${rule.when.tag}`)\n  return {\n    when: parts.length ? parts.join(' and ') : 'Every capture',\n    assign:\n      'roundRobin' in rule.assign ? 'Round robin' : memberLabel(rule.assign.memberUid),\n  }\n}\n\n/**\n * A fresh rule id, unique among the ones the org already holds. Time and\n * entropy rather than a counter, so two admins adding a rule in two tabs\n * do not mint the same id and have one reorder clobber the other's rule.\n */\nexport function newAssignmentRuleId(existing: readonly string[]): string {\n  for (;;) {\n    const id = `rule-${Date.now().toString(36)}-${Math.random().toString(36).slice(2, 8)}`\n    if (!existing.includes(id)) return id\n  }\n}\n\n/**\n * The `visibleTo` every CRM creator stamps — client or server, whichever\n * door the record comes in through.\n *\n * The contact create path's own expression (`upsertHostContact`), lifted\n * here so that a company, a deal or a task created from a site's console\n * lands in exactly the scope a contact captured on that site would: the\n * whole org when the org has chosen `defaultResourceScope: 'org'`, and\n * otherwise the sites that present as one sender — which, undeclared, is\n * this site alone. That is the agency's isolation, arrived at with nothing\n * configured, and the reason this is a function rather than a convention\n * eight creators are asked to remember.\n *\n * Widening past the group is an ACT — an org-wide member editing the scope\n * on the record — never a default. The rules refuse a scoped member creating\n * a record outside their own tokens, so a creator that bypassed this could\n * only make its record invisible to itself, never wider.\n */\nexport function crmScopeTokens(\n  org: Record<string, unknown> | null | undefined,\n  group: ConsentGroup,\n): ScopeToken[] {\n  return (org ?? {})['defaultResourceScope'] === 'org'\n    ? [ORG_SCOPE_TOKEN]\n    : consentGroupScope(group)\n}\n\n/**\n * The `visibleTo` tokens a reader of this group may LIST, for the\n * `array-contains-any` every CRM listener filters by.\n *\n * The other half of {@link crmScopeTokens}: that is what a creator stamps,\n * this is what a reader asks for, and the two differ by exactly one token.\n * `'org'` leads because an org-wide record is visible to every site — an org\n * that widened its default deliberately still sees its own rows — and the\n * group's sites follow. The contacts list computes this inline; every other\n * CRM reader takes it from here so that none of them can drop the org token\n * and lose the org-wide rows, or forget the cap and have Firestore refuse\n * the query outright.\n *\n * Capped at {@link MAX_SCOPE_HOSTS}: a group wider than the operator's limit\n * is listed as far as the limit reaches, which is the contacts list's\n * behavior and the only one short of an error.\n */\nexport function crmReadTokens(group: ConsentGroup): ScopeToken[] {\n  return [ORG_SCOPE_TOKEN, ...consentGroupScope(group)].slice(0, MAX_SCOPE_HOSTS)\n}\n\n/*==========================================\n * THE TEAM, AS A RECORD NAMES THEM (AGL-2614).\n *\n * An owner and an assignee are stored by uid — `orgs/{orgId}/members/{uid}`\n * is keyed by it, and a uid outlives every address change. But the people\n * who NAME an owner do not think in uids: an automation step is typed, a\n * CSV column is an address, and a picker lists names. So a reference\n * arrives as one of two things, and every reader that turns a reference\n * into a person has to accept both or the roster splits into the members\n * who can be named and the members who cannot.\n *\n * The member documents make the second case real. Two production paths\n * create a member document WITHOUT its `email` — a host-access re-grant,\n * and an add whose auth record carried none — and such a member was\n * unnameable everywhere a surface asked for an address: an automation\n * could not assign to them, and a roster mapper that dropped a row with no\n * address could not even list them. A name they still have (the roster's\n * `displayName`), and a uid they always have, so a label falls through to\n * the uid rather than to nothing, and a reference is resolved by uid first\n * and by address second.\n *\n * Roster-only, deliberately. The project's Auth records could resolve an\n * address the roster cannot, and would resolve people who are not on this\n * organization at all (AGL-1122); a reference that names nobody on the\n * roster names nobody.\n *=========================================*/\n\n/** One person on the team, as a picker lists them and a reference resolves to them. */\nexport interface CrmMemberOption {\n  /** The account uid — what `ownerUid` and `assigneeUid` store. */\n  uid: string\n  /** The name a colleague recognizes: display name, else address, else the uid. */\n  label: string\n  /** The roster's address, when the member document carries one. */\n  email?: string\n}\n\n/**\n * How a step or a column names somebody on the team: an address when the\n * text is one, otherwise a uid. `null` for a blank, which every caller\n * treats as \"nobody named\" rather than as a member called \"\".\n */\nexport type CrmMemberRef =\n  | { kind: 'uid'; uid: string }\n  | { kind: 'email'; email: string }\n\nexport function parseCrmMemberRef(value: unknown): CrmMemberRef | null {\n  const text = String(value ?? '').trim()\n  if (!text) return null\n  if (text.includes('@')) {\n    const email = normalizeContactEmail(text)\n    return email ? { kind: 'email', email } : null\n  }\n  return { kind: 'uid', uid: text }\n}\n\n/**\n * A roster row as every CRM picker and column shows it.\n *\n * One mapping rather than four, because four is what the CRM had — and one\n * of them dropped a member whose document had neither a display name nor an\n * address, which is precisely the member the uid fallback exists for.\n */\nexport function crmMemberOption(\n  member: Record<string, unknown>,\n): CrmMemberOption | null {\n  const uid = String(member['$id'] ?? member['uid'] ?? '').trim()\n  if (!uid) return null\n  const displayName = String(member['displayName'] ?? '').trim()\n  const email = String(member['email'] ?? '').trim()\n  return {\n    uid,\n    label: displayName || email || uid,\n    ...(email ? { email } : {}),\n  }\n}\n\n/**\n * A roster row as a PICKER lists it: the name, and the address in\n * parentheses when the roster holds one that the name does not already\n * spell. Two teammates can share a display name — a workspace with two\n * \"Zach Gover\" rows cannot tell them apart by name alone, and the address is\n * the one thing the roster guarantees is unique. A column keeps `label`,\n * because a column is read at a glance and a picker is chosen from.\n */\nexport function crmMemberPickerLabel(\n  member: Pick<CrmMemberOption, 'label' | 'email'>,\n): string {\n  const label = String(member.label ?? '').trim()\n  const email = String(member.email ?? '').trim()\n  if (!email || email.toLowerCase() === label.toLowerCase()) return label || email\n  return `${label} (${email})`\n}\n\n/**\n * The member a stored reference names: by uid first — the stored shape —\n * and by address second, so a record that carries an address where a uid\n * belongs (an older import, a hand edit) still names the person the roster\n * has under it. Undefined for nobody, which the caller renders honestly as\n * \"former member\" or as the reference itself rather than as unassigned.\n */\nexport function findOrgMember<T extends { uid: string; email?: string | null }>(\n  members: readonly T[],\n  ref: string | null | undefined,\n): T | undefined {\n  const parsed = parseCrmMemberRef(ref)\n  if (!parsed) return undefined\n  if (parsed.kind === 'uid') {\n    return members.find((member) => member.uid === parsed.uid)\n  }\n  return members.find(\n    (member) => normalizeContactEmail(member.email) === parsed.email,\n  )\n}\n\n/*==========================================\n * LEADS (AGL-2608).\n *\n * A lead is NOT one of the six collections above. It lives at\n * `hosts/{hostId}/leads/{personKey}`, written by `addHostLead` when a\n * visitor signs up, books or submits a form, and it is host-scoped by PATH:\n * no `visibleTo`, no facet map, private to the site that captured it. What\n * the CRM adds is the working state a sales team keeps on such a capture —\n * a status, an owner, notes — and the record of its conversion into the\n * contact, company and deal that live in the org collections.\n *\n * These fields are typed here rather than beside `addHostLead` because the\n * writer of the capture and the reader of the working state are different\n * programs: the capture door stamps none of them, and a lead that predates\n * this block carries none of them, which is why every field is optional and\n * {@link crmLeadStatus} reads an absent status as `new`.\n *=========================================*/\n\n/**\n * Where a lead stands, in the order a person works one.\n *\n * `nurturing` is the stage automated email holds a lead in: a sequence step\n * or a campaign email has reached it and no person has engaged yet. It is\n * open — the lead still needs somebody — but it is not untouched, so the\n * digest's unworked list leaves it out. Automation writes it only over\n * `new` (a person may also set it by hand), and a reply moves it on to\n * `working`.\n *\n * `qualified` is the CONVERTED state — a lead becomes a contact by being\n * qualified, and the conversion stamps `convertedContactId` beside it — and\n * `unqualified` is the closed-without-conversion state with its reason. A\n * fixed list rather than free text for the reason the lifecycle stages are:\n * the section filters on it and a report counts by it.\n */\nexport const CRM_LEAD_STATUSES = [\n  'new',\n  'nurturing',\n  'working',\n  'qualified',\n  'unqualified',\n] as const\n\nexport type CrmLeadStatus = (typeof CRM_LEAD_STATUSES)[number]\n\n/** How a lead status reads on screen — typed so a status cannot ship unlabeled. */\nexport const CRM_LEAD_STATUS_LABELS: Record<CrmLeadStatus, string> = {\n  new: 'New',\n  nurturing: 'Nurturing',\n  working: 'Working',\n  qualified: 'Qualified',\n  unqualified: 'Unqualified',\n}\n\n/**\n * The statuses a lead still needs somebody's attention in — what the Leads\n * section shows by default, so the list opens on the work rather than on\n * the history.\n */\nexport const CRM_LEAD_OPEN_STATUSES: readonly CrmLeadStatus[] = [\n  'new',\n  'nurturing',\n  'working',\n]\n\n/**\n * The statuses that mean nobody needs to work the lead any more — the\n * operand of the `in` clause an open-lead figure subtracts with. Subtracts,\n * because an untouched lead carries no status field at all and Firestore\n * cannot select on a field's absence; the closed statuses are always\n * written, so they can be counted, and what remains is open. See\n * `openLeadsFromCounts`.\n */\nexport const CRM_LEAD_CLOSED_STATUSES: readonly CrmLeadStatus[] =\n  CRM_LEAD_STATUSES.filter((status) => !CRM_LEAD_OPEN_STATUSES.includes(status))\n\n/**\n * The leads still needing somebody, from two server counts: every lead,\n * less the ones closed one way or the other.\n *\n * Subtraction rather than a count of the open statuses because a lead\n * nobody has touched carries NO status field — see `crmLeadStatus` — and\n * Firestore cannot select a document by a field's absence. The closed\n * statuses are always written, so they can be counted; what remains is\n * open. Clamped at zero for the moment between the two counts in which a\n * lead was closed.\n */\nexport function openLeadsFromCounts(total: number, closed: number): number {\n  return Math.max(0, Math.round(Number(total) || 0) - Math.round(Number(closed) || 0))\n}\n\nexport function isCrmLeadStatus(value: unknown): value is CrmLeadStatus {\n  return (\n    typeof value === 'string' &&\n    (CRM_LEAD_STATUSES as readonly string[]).includes(value)\n  )\n}\n\n/**\n * The working state the CRM writes onto a lead document, beside what the\n * capture door wrote (`email`, `name`, `sources`, `submissionCount`,\n * `firstSeenAtMs`, `lastSeenAtMs`, the consent map).\n *\n * The four `converted*`/`dealId`/`companyId` fields are stamped ONLY by the\n * `crm/lead-convert` server route, in one write after the contact exists, so\n * a lead that carries `convertedContactId` names a contact that was really\n * created and a lead without it was never converted, whatever its status\n * says. `unqualifiedReason` travels with `status: 'unqualified'` and is the\n * one free-text field a report will want to read back.\n */\nexport interface CrmLeadFields extends CrmLeadProfile {\n  status?: CrmLeadStatus\n  /** The team member working the lead. */\n  ownerUid?: string\n  notes?: string\n  unqualifiedReason?: string\n  /** `orgs/{orgId}/contacts/{contactId}` — the person this lead became. */\n  convertedContactId?: string\n  convertedAtMs?: number\n  /** The deal the conversion opened, when the converter asked for one. */\n  dealId?: string\n  /** The company the conversion created or linked, when it named one. */\n  companyId?: string\n  /**\n   * The last verdict on the lead's address (AGL-3245) — bounced, blocked,\n   * unsubscribed, do-not-contact — written by the platform's senders only,\n   * never by a form or the lead's editor. Absent means nothing is known.\n   */\n  emailState?: EmailState\n  /**\n   * The campaigns the lead is filed under (AGL-3254): container ids from\n   * `orgs/{orgId}/emailCampaigns`, at the top of the document the way a\n   * form carries them (`container-membership.ts`), never names. Written by\n   * the New lead drawer, the import, the bulk bar and a sequence's enroll;\n   * handed to the contact's facet when the lead converts.\n   */\n  campaignIds?: string[]\n  /**\n   * The org's custom LEAD fields, keyed by each definition's `key`\n   * (AGL-3272) — the same map a contact facet, a company and a deal keep,\n   * judged against the definitions whose `object` is `lead`.\n   *\n   * It does NOT travel to the contact on convert. Keys are unique per\n   * object, so a lead's `budget` and a contact's `budget` are two\n   * definitions that may hold two types, and copying one map into the\n   * other would write a value the receiving definition never agreed to.\n   * Salesforce answers this with an explicit lead field mapping; until\n   * there is one here the values stay on the lead, which a converted lead\n   * is still read back for.\n   */\n  custom?: Record<string, CrmCustomValue>\n}\n\n/*==========================================\n * THE LEAD'S OWN PROFILE (AGL-3231).\n *\n * A Salesforce lead is a record of its own: it carries the person AND\n * their company as text — company, title, phone, website, address, the\n * source that produced it — and none of it is a contact until the lead\n * converts, when the convert step hands every field to the contact and the\n * account it creates. A lead that held only an address and a name could\n * not be worked without a contact beside it, which is how one person came\n * to sit in both lists; these fields are what let the lead stand alone.\n *\n * ## Text, not links\n *\n * `company` is the company's NAME, never a company id. A lead has not been\n * qualified, so the account it names may not deserve a record yet — a\n * thousand imported leads must not mint a thousand companies — and the\n * conversion is where the text becomes a link: it finds the company by\n * that name or by the address's domain, or creates it. The `companyId` on\n * `CrmLeadFields` is the conversion's stamp, written once, and never what\n * a lead carries while it is open.\n *\n * ## The same shapes the contact keeps\n *\n * The phone is E.164 through `normalizePhone`, the address is\n * `AglynPostalAddress` through `normalizeAddress`, tags are lower-cased and\n * capped as the contact's are, and the website is normalized as a\n * company's is — so the conversion copies values rather than translating\n * them, and a lead typed in the drawer and a contact typed in its drawer\n * refuse the same phone number in the same sentence.\n *\n * ## `leadSource` beside `sources`\n *\n * `sources` is the capture door's record of which SURFACES met the person\n * — `signup`, `booking`, `form:{id}`, `import` — and no file may rewrite\n * it. `leadSource` is what Salesforce calls Lead Source: one of the org's\n * own picklist values (\"Trade show\", \"Referral\" — see LEAD SOURCE IS A\n * PICKLIST below), reported on and filtered by, and never derived. Two\n * fields because they answer two questions, and a file that could write\n * the first would be rewriting the site's own history.\n *=========================================*/\n\n/** The longest text one profile field holds — the contact's own cap. */\nexport const CRM_LEAD_TEXT_MAX = 120\n/** The most tags one lead keeps — the contact's own cap. */\nexport const CRM_LEAD_TAGS_MAX = 20\n/** The longest note a lead keeps — the lead page's own cap. */\nexport const CRM_LEAD_NOTES_MAX = 4000\n\nexport interface CrmLeadProfile {\n  /** The company's name, as text — see the block header. */\n  company?: string\n  jobTitle?: string\n  /** E.164 — `normalizePhone` before writing. */\n  phone?: string\n  /** An http(s) URL — `normalizeCompanyWebsite` before writing. */\n  website?: string\n  address?: AglynPostalAddress | null\n  /** Lower-cased, deduplicated, at most {@link CRM_LEAD_TAGS_MAX}. */\n  tags?: string[]\n  /**\n   * Where the lead came from — Salesforce's Lead Source: the LABEL of one\n   * of the org's lead source values (see {@link CrmPicklist}).\n   */\n  leadSource?: string\n}\n\n/** The profile's keys, in the order a card lists them. */\nexport const CRM_LEAD_PROFILE_KEYS = [\n  'company',\n  'jobTitle',\n  'phone',\n  'website',\n  'address',\n  'tags',\n  'leadSource',\n] as const satisfies readonly (keyof CrmLeadProfile)[]\n\nexport type CrmLeadProfileKey = (typeof CRM_LEAD_PROFILE_KEYS)[number]\n\n/**\n * A profile as a writer receives it: a key present is a value to store, a\n * key present and `null` is a field to clear, a key absent is left alone.\n * The PATCH semantics every CRM write has.\n */\nexport type CrmLeadProfilePatch = {\n  [K in CrmLeadProfileKey]?: NonNullable<CrmLeadProfile[K]> | null\n}\n\n/** Why one field of a profile could not be read, under the field. */\nexport type CrmLeadProfileErrors = Partial<Record<CrmLeadProfileKey, string>>\n\n/** The sentence an unreadable phone number is refused with, under the field. */\nexport const CRM_LEAD_PHONE_REFUSAL =\n  'That phone number could not be read. Enter it with its country code, like ' +\n  '+1 512 555 0107.'\n\n/** The sentence an unreadable website is refused with, under the field. */\nexport const CRM_LEAD_WEBSITE_REFUSAL = 'Enter a web address, like acme.com'\n\n/**\n * Tags as a lead stores them: lower-cased, trimmed, deduplicated, capped —\n * from an array or a comma-separated string, so a file cell and a form\n * field are one input.\n */\nexport function normalizeCrmLeadTags(value: unknown): string[] {\n  const items = Array.isArray(value)\n    ? value\n    : typeof value === 'string'\n      ? value.split(',')\n      : []\n  return [\n    ...new Set(\n      items\n        .map((tag) =>\n          String(tag ?? '')\n            .trim()\n            .slice(0, 40)\n            .toLowerCase(),\n        )\n        .filter(Boolean),\n    ),\n  ].slice(0, CRM_LEAD_TAGS_MAX)\n}\n\n/**\n * Read a profile off an untrusted body, one field at a time.\n *\n * Every key the body names is answered: as a normalized value, as `null`\n * when the body cleared it (an empty string, `null`, an empty list, a blank\n * address), or as an error under the field when the value cannot be\n * stored as typed. Keys the body does not name are not in the answer, so\n * a caller can write exactly what was asked. A `website` is normalized the\n * way a company's is; a phone the way a contact's is; both refuse rather\n * than store a value the record would then render as a link to nowhere.\n */\nexport function normalizeCrmLeadProfile(\n  input: Record<string, unknown> | null | undefined,\n): { patch: CrmLeadProfilePatch; errors: CrmLeadProfileErrors } {\n  const body = input ?? {}\n  const patch: CrmLeadProfilePatch = {}\n  const errors: CrmLeadProfileErrors = {}\n  const text = (key: 'company' | 'jobTitle' | 'leadSource') => {\n    if (!(key in body)) return\n    const value = String(body[key] ?? '')\n      .trim()\n      .replace(/\\s+/g, ' ')\n      .slice(0, CRM_LEAD_TEXT_MAX)\n    patch[key] = value || null\n  }\n  text('company')\n  text('jobTitle')\n  text('leadSource')\n  if ('phone' in body) {\n    const raw = String(body['phone'] ?? '').trim()\n    if (!raw) patch.phone = null\n    else {\n      const phone = normalizePhone(raw)\n      if (phone) patch.phone = phone\n      else errors.phone = CRM_LEAD_PHONE_REFUSAL\n    }\n  }\n  if ('website' in body) {\n    const raw = String(body['website'] ?? '').trim()\n    if (!raw) patch.website = null\n    else {\n      const website = normalizeCompanyWebsite(raw)\n      if (website) patch.website = website\n      else errors.website = CRM_LEAD_WEBSITE_REFUSAL\n    }\n  }\n  if ('address' in body) {\n    const raw = body['address']\n    patch.address =\n      raw && typeof raw === 'object' && !Array.isArray(raw)\n        ? normalizeAddress(raw as AglynPostalAddress)\n        : null\n  }\n  if ('tags' in body) {\n    const tags = normalizeCrmLeadTags(body['tags'])\n    patch.tags = tags.length ? tags : null\n  }\n  return { patch, errors }\n}\n\n/*==========================================\n * LEAD SOURCE IS A PICKLIST (AGL-3298).\n *\n * Salesforce's Lead Source is a restricted picklist: an admin keeps the\n * list of values, a rep picks one, and an import or an API write naming\n * anything else is refused. Here the list is one org document,\n * `orgs/{orgId}/crmPicklists/leadSource`, holding the values in order as\n * `{ id, label, active }` and an optional default for new records.\n *\n * ## Records store the LABEL\n *\n * A lead carries `leadSource: \"Trade show\"`, not an id. Every reader that\n * existed before the picklist — the CSV export, the REST resource, the\n * record facts, a saved view's filter, a report grouped by the field —\n * reads the text and keeps working, and a file exported from here\n * re-imports as is. What an id would have bought is a free rename; here a\n * rename (and a delete) REPLACES the old label on every record in the same\n * operation, the way Salesforce's own Replace does, so a report grouped\n * by the field follows the rename rather than splitting in two. The value's\n * `id` is what the list itself is keyed by — the default, a reorder, the\n * manage page's rows — and it never changes.\n *\n * ## Inactive, not gone\n *\n * A deactivated value leaves every picker but stays on the records that\n * hold it, shown with an \"(inactive)\" hint, and a write that keeps a\n * record's current value is never refused for it. A value is removed only\n * by Delete, which names the value its records move to.\n *\n * ## An org that never edited the list\n *\n * Has no document, and reads {@link CRM_LEAD_SOURCE_STARTER_LABELS} — a\n * small Salesforce-like set. The first edit on the manage page writes that\n * set down as the org's own, so a new org starts with a usable list and no\n * org-creation step has to seed it.\n *=========================================*/\n\n/** The picklists an org keeps, by document id — one per standard field. */\nexport const CRM_PICKLIST_IDS = ['leadSource'] as const\n\nexport type CrmPicklistId = (typeof CRM_PICKLIST_IDS)[number]\n\n/** The lead source value set's document id. */\nexport const CRM_LEAD_SOURCE_PICKLIST: CrmPicklistId = 'leadSource'\n\n/** The most values one picklist holds — a menu, not a table. */\nexport const CRM_PICKLIST_VALUES_MAX = 200\n\n/** One value of a picklist. `id` never changes; `label` is what records store. */\nexport interface CrmPicklistValue {\n  id: string\n  label: string\n  active: boolean\n}\n\n/** A picklist as stored and as every reader takes it. */\nexport interface CrmPicklist {\n  /** In the order every picker lists them. */\n  values: CrmPicklistValue[]\n  /** The value a new record starts with, by id — `null` for none. */\n  defaultValueId: string | null\n}\n\n/**\n * The values an org that has never edited its list reads — see the block\n * header. Salesforce's own standard set, trimmed to what a small team\n * recognizes.\n */\nexport const CRM_LEAD_SOURCE_STARTER_LABELS: readonly string[] = [\n  'Web',\n  'Phone inquiry',\n  'Referral',\n  'Partner',\n  'Purchased list',\n  'Trade show',\n  'Other',\n]\n\n/** A label as a picklist stores it: trimmed, single-spaced, capped. */\nexport function normalizeCrmPicklistLabel(value: unknown): string {\n  return String(value ?? '')\n    .trim()\n    .replace(/\\s+/g, ' ')\n    .slice(0, CRM_LEAD_TEXT_MAX)\n}\n\n/** The key two labels are compared by: case and spacing do not make a new value. */\nfunction picklistKey(label: string): string {\n  return normalizeCrmPicklistLabel(label).toLowerCase()\n}\n\n/**\n * A new value's id: the label as a slug, suffixed until it is not one of\n * `taken`. Derived rather than random so a seeded list reads the same in\n * every org, and never reused, because a default names a value by it.\n */\nexport function crmPicklistValueId(label: string, taken: Iterable<string>): string {\n  const used = new Set(taken)\n  const base =\n    normalizeCrmPicklistLabel(label)\n      .toLowerCase()\n      .normalize('NFKD')\n      .replace(/[^a-z0-9]+/g, '-')\n      .replace(/^-+|-+$/g, '')\n      .slice(0, 40) || 'value'\n  let id = base\n  for (let n = 2; used.has(id); n += 1) id = `${base}-${n}`\n  return id\n}\n\n/** A picklist of active values from labels, in order, with no default. */\nexport function crmPicklistFromLabels(labels: readonly string[]): CrmPicklist {\n  const values: CrmPicklistValue[] = []\n  const seen = new Set<string>()\n  for (const raw of labels) {\n    const label = normalizeCrmPicklistLabel(raw)\n    if (!label || seen.has(picklistKey(label))) continue\n    seen.add(picklistKey(label))\n    values.push({ id: crmPicklistValueId(label, values.map((value) => value.id)), label, active: true })\n  }\n  return { values: values.slice(0, CRM_PICKLIST_VALUES_MAX), defaultValueId: null }\n}\n\n/**\n * A stored document as a picklist, or `null` for one that holds none.\n *\n * Tolerant, because the document is client-written: a value with no label\n * is dropped, a second value with the same label (in any case) or the same\n * id is dropped, `active` is true unless it is `false`, and a default that\n * names no value is no default.\n */\nexport function normalizeCrmPicklist(raw: unknown): CrmPicklist | null {\n  if (!raw || typeof raw !== 'object') return null\n  const stored = raw as Record<string, unknown>\n  if (!Array.isArray(stored['values'])) return null\n  const values: CrmPicklistValue[] = []\n  const labels = new Set<string>()\n  const ids = new Set<string>()\n  for (const entry of stored['values']) {\n    if (!entry || typeof entry !== 'object') continue\n    const value = entry as Record<string, unknown>\n    const label = normalizeCrmPicklistLabel(value['label'])\n    if (!label || labels.has(picklistKey(label))) continue\n    let id = String(value['id'] ?? '').trim().slice(0, 64)\n    if (!id || id.includes('/') || ids.has(id)) id = crmPicklistValueId(label, ids)\n    labels.add(picklistKey(label))\n    ids.add(id)\n    values.push({ id, label, active: value['active'] !== false })\n    if (values.length >= CRM_PICKLIST_VALUES_MAX) break\n  }\n  const defaultId = String(stored['defaultValueId'] ?? '')\n  return {\n    values,\n    defaultValueId: ids.has(defaultId) ? defaultId : null,\n  }\n}\n\n/** The org's lead source list as every reader should take it — see the block header. */\nexport function effectiveCrmLeadSourcePicklist(raw: unknown): CrmPicklist {\n  return normalizeCrmPicklist(raw) ?? crmPicklistFromLabels(CRM_LEAD_SOURCE_STARTER_LABELS)\n}\n\n/** The value a label names, in any case or spacing — `null` for none. */\nexport function crmPicklistValueByLabel(\n  picklist: CrmPicklist,\n  label: unknown,\n): CrmPicklistValue | null {\n  const key = picklistKey(String(label ?? ''))\n  if (!key) return null\n  return picklist.values.find((value) => picklistKey(value.label) === key) ?? null\n}\n\n/** The values a picker offers. */\nexport function crmPicklistActiveValues(picklist: CrmPicklist): CrmPicklistValue[] {\n  return picklist.values.filter((value) => value.active)\n}\n\n/** The label a new record starts with — only while the default value is active. */\nexport function crmPicklistDefaultLabel(picklist: CrmPicklist): string | null {\n  const value = picklist.values.find((entry) => entry.id === picklist.defaultValueId)\n  return value?.active ? value.label : null\n}\n\n/**\n * The sentence a lead source outside the list is refused with, naming what\n * the list allows. A long list is cut at twenty names so the sentence stays\n * one a person can read.\n */\nexport function crmLeadSourceRefusal(picklist: CrmPicklist): string {\n  const active = crmPicklistActiveValues(picklist).map((value) => value.label)\n  if (!active.length) {\n    return 'This organization has no active lead sources. Add one under CRM › Fields › Leads.'\n  }\n  const shown = active.slice(0, 20).join(', ')\n  const more = active.length > 20 ? `, and ${active.length - 20} more` : ''\n  return `Lead source must be one of: ${shown}${more}.`\n}\n\n/**\n * Whether a write may store `value` as a record's lead source, and the\n * label it stores.\n *\n *  - Blank or `null` clears the field — lead source is never required.\n *  - An ACTIVE value, in any case or spacing, stores that value's label.\n *  - The record's `current` value is kept even when it is inactive or no\n *    longer listed: re-saving a record must never be refused for a value\n *    somebody else deactivated.\n *  - Anything else is refused with {@link crmLeadSourceRefusal}.\n */\nexport function judgeCrmLeadSource(\n  picklist: CrmPicklist,\n  value: unknown,\n  current?: unknown,\n): { ok: true; value: string | null } | { ok: false; error: string } {\n  const label = normalizeCrmPicklistLabel(value)\n  if (!label) return { ok: true, value: null }\n  const held = normalizeCrmPicklistLabel(current)\n  if (held && picklistKey(held) === picklistKey(label)) return { ok: true, value: held }\n  const match = crmPicklistValueByLabel(picklist, label)\n  if (match?.active) return { ok: true, value: match.label }\n  return { ok: false, error: crmLeadSourceRefusal(picklist) }\n}\n\n/** One option of a lead source select. */\nexport interface CrmPicklistOption {\n  label: string\n  /** Listed but deactivated — shown with an \"(inactive)\" hint. */\n  inactive: boolean\n  /** Not in the list at all — a value written before the list existed. */\n  unlisted: boolean\n}\n\n/**\n * What a select offers for a record holding `current`: every active value\n * in order, then the record's own value when the list would not otherwise\n * show it, so the select keeps what the record holds until it is changed.\n */\nexport function crmPicklistOptions(\n  picklist: CrmPicklist,\n  current?: unknown,\n): CrmPicklistOption[] {\n  const options: CrmPicklistOption[] = crmPicklistActiveValues(picklist).map((value) => ({\n    label: value.label,\n    inactive: false,\n    unlisted: false,\n  }))\n  const held = normalizeCrmPicklistLabel(current)\n  if (held && !options.some((option) => picklistKey(option.label) === picklistKey(held))) {\n    const listed = crmPicklistValueByLabel(picklist, held)\n    options.push({ label: held, inactive: Boolean(listed), unlisted: !listed })\n  }\n  return options\n}\n\n/**\n * Where a label sorts: its value's position in the list, unlisted values\n * after every listed one, and a record with none last. The order the admin\n * chose is the order a sort by the field reads in, as Salesforce's does.\n */\nexport function crmPicklistRank(picklist: CrmPicklist, label: unknown): number {\n  const text = normalizeCrmPicklistLabel(label)\n  if (!text) return Number.MAX_SAFE_INTEGER\n  const at = picklist.values.findIndex((value) => picklistKey(value.label) === picklistKey(text))\n  return at < 0 ? CRM_PICKLIST_VALUES_MAX : at\n}\n\n/** The name a lead is listed under: the name it carries, else its address. */\nexport function crmLeadDisplayName(\n  lead: Record<string, unknown> | null | undefined,\n): string {\n  const name = String(lead?.['name'] ?? '').trim()\n  return name || String(lead?.['email'] ?? '').trim()\n}\n\n/**\n * A lead's status as the list and the filter should read it.\n *\n * `new` for a lead that carries no status at all — every lead captured\n * before the CRM existed, and every lead the capture door writes today,\n * because `addHostLead` stamps none. Reading the absence as `new` is what\n * lets the section open on the leads a site already holds rather than on an\n * empty list until each one has been touched once. A stored value the union\n * does not name also reads as `new`: it is a document some other writer\n * produced, and refusing to list it would hide a person.\n */\nexport function crmLeadStatus(\n  lead: Pick<CrmLeadFields, 'status'> | null | undefined,\n): CrmLeadStatus {\n  const status = lead?.status\n  return isCrmLeadStatus(status) ? status : 'new'\n}\n\n/** Whether a lead still needs working — see {@link CRM_LEAD_OPEN_STATUSES}. */\nexport function isCrmLeadOpen(\n  lead: Pick<CrmLeadFields, 'status'> | null | undefined,\n): boolean {\n  return CRM_LEAD_OPEN_STATUSES.includes(crmLeadStatus(lead))\n}\n\n/*==========================================\n * SAVED VIEWS (AGL-2617) — a list the way one person works it.\n *\n * \"My open leads in Texas\" is a list a rep opens every morning, and it is\n * three things at once: the filters that pick the people, the columns they\n * want to see about them, and the order they want them in. A `ContactSegment`\n * kept the first of those for two dimensions — tags and capture sources —\n * and nothing kept the rest, so every reload put the reader back at the\n * whole list. A view keeps all three, for every list in the CRM, under a\n * name, and is addressable: `?view=<id>` on the section's own URL opens it.\n *\n * ## The filters are the LIST'S grammar, not a second one\n *\n * A clause here is `{ field, op, value }` — structurally the\n * `ListFilterRequest` the shared list-filter grammar already speaks, the\n * request a grid's filter panel produces and the one the query translator\n * and the in-memory matcher both read. A view stores a list of them and\n * nothing more, so a view can only ask what the list can already answer,\n * and a list that gains a filterable field gains it for its views at no\n * cost. The type is restated here rather than imported because this module\n * is pure data and the grammar's home is a UI library; the shape is the\n * contract, and `normalizeCrmViewFilters` is what holds a stored document\n * to it.\n *\n * ## Mine, and shared\n *\n * A view is one person's working arrangement until they say otherwise, so\n * it lists only for its owner; `shared` puts it in front of everyone who\n * can read the section. Both are stamped `visibleTo` like every CRM row,\n * because a view is a description of the people it selects and answers to\n * the same authority they do — a private view is hidden by the LISTING, not\n * by the rules, and the rules let the creator or an org-wide member change\n * or remove it.\n *\n * ## The default is the reader's, not the view's\n *\n * Which view a section opens on is a preference of one person for one\n * organization, so it lives on the reader's own profile document beside\n * their notification mutes rather than on the view — a shared view somebody\n * else made their default must not become everybody's.\n *=========================================*/\n\n/** The lists a view can be saved for — every CRM section that has one. */\nexport const CRM_VIEW_SECTIONS = [\n  'contacts',\n  'companies',\n  'deals',\n  'tasks',\n  'leads',\n] as const\n\nexport type CrmViewSection = (typeof CRM_VIEW_SECTIONS)[number]\n\nexport function isCrmViewSection(value: unknown): value is CrmViewSection {\n  return (\n    typeof value === 'string' &&\n    (CRM_VIEW_SECTIONS as readonly string[]).includes(value)\n  )\n}\n\n/**\n * One filter a view carries: a field, an operator and a value, exactly as a\n * list's own filter panel would send them to its query.\n *\n * `label` is the human reading of an OPAQUE value — a team member's name\n * beside their uid, a company's name beside its id — kept on the clause so\n * the chip that shows it can say \"Owner is Dana\" without a read. Display\n * only: nothing matches on it, and a clause without one shows its value.\n */\nexport interface CrmViewFilterClause {\n  field: string\n  op: string\n  value: string\n  label?: string\n}\n\n/** The column a view orders by, and which way. */\nexport interface CrmViewSort {\n  field: string\n  direction: 'asc' | 'desc'\n}\n\n/**\n * What a view holds about a list — the part a section reads and writes,\n * without the name and the ownership around it.\n *\n * `columns` is the VISIBLE set, by column field, or empty for the list's\n * own default; `sort` is one column or none, because a table sorts by one.\n */\nexport interface CrmViewState {\n  filters: CrmViewFilterClause[]\n  columns: string[]\n  sort: CrmViewSort | null\n}\n\n/** `orgs/{orgId}/crmViews/{viewId}`. */\nexport interface CrmSavedView extends CrmScoped, CrmViewState {\n  section: CrmViewSection\n  name: string\n  /** Whose working arrangement this is — the creator, and the one member the rules let change it. */\n  ownerUid: string\n  createdByUid: string\n  /** Listed for everybody who can read the section, rather than the owner alone. */\n  shared: boolean\n}\n\nexport const CRM_VIEW_NAME_MAX = 60\n/**\n * The most clauses one view carries. A bound on the predicate, not the\n * audience: the list matches most of them in memory over a bounded window,\n * and a stored array has no natural end.\n */\nexport const CRM_VIEW_MAX_FILTERS = 20\nexport const CRM_VIEW_MAX_COLUMNS = 60\n/** Filter operators that carry no value, so an empty `value` is not a dropped clause. */\nconst VALUELESS_VIEW_OPS: ReadonlySet<string> = new Set(['isEmpty', 'isNotEmpty'])\n\nexport const EMPTY_CRM_VIEW_STATE: CrmViewState = Object.freeze({\n  filters: [],\n  columns: [],\n  sort: null,\n}) as CrmViewState\n\nconst asViewText = (value: unknown, max: number): string =>\n  typeof value === 'string' ? value.trim().slice(0, max) : ''\n\n/**\n * A stored view's filters, held to the clause shape.\n *\n * Strict about what it keeps: a clause with no field or no operator is not\n * a filter, and a valued operator with no value would read as a filter\n * that matches nothing — so both are dropped rather than kept, for the same\n * reason the dynamic-list rule drops an empty branch: a view must not\n * quietly select a different population than the one it reads as.\n */\nexport function normalizeCrmViewFilters(value: unknown): CrmViewFilterClause[] {\n  if (!Array.isArray(value)) return []\n  const clauses: CrmViewFilterClause[] = []\n  for (const raw of value) {\n    const entry = (raw ?? {}) as Record<string, unknown>\n    const field = asViewText(entry['field'], 80)\n    const op = asViewText(entry['op'], 40)\n    const text = asViewText(entry['value'], 500)\n    if (!field || !op) continue\n    if (!text && !VALUELESS_VIEW_OPS.has(op)) continue\n    const label = asViewText(entry['label'], 120)\n    clauses.push({ field, op, value: text, ...(label ? { label } : {}) })\n    if (clauses.length >= CRM_VIEW_MAX_FILTERS) break\n  }\n  return clauses\n}\n\nexport function normalizeCrmViewColumns(value: unknown): string[] {\n  if (!Array.isArray(value)) return []\n  const seen = new Set<string>()\n  for (const raw of value) {\n    const column = asViewText(raw, 80)\n    if (column) seen.add(column)\n    if (seen.size >= CRM_VIEW_MAX_COLUMNS) break\n  }\n  return [...seen]\n}\n\nexport function normalizeCrmViewSort(value: unknown): CrmViewSort | null {\n  const entry = (value ?? null) as Record<string, unknown> | null\n  const field = entry ? asViewText(entry['field'], 80) : ''\n  if (!field) return null\n  return { field, direction: entry?.['direction'] === 'desc' ? 'desc' : 'asc' }\n}\n\n/** A stored document's three list-facing fields, held to their shapes. */\nexport function normalizeCrmViewState(value: unknown): CrmViewState {\n  const entry = (value ?? {}) as Record<string, unknown>\n  return {\n    filters: normalizeCrmViewFilters(entry['filters']),\n    columns: normalizeCrmViewColumns(entry['columns']),\n    sort: normalizeCrmViewSort(entry['sort']),\n  }\n}\n\n/**\n * Whether two states describe the same list — what \"unsaved changes\" means.\n *\n * Clause order matters (a list applies them in order, and the first one the\n * query can serve is the one it serves); the label on a clause does not,\n * because nothing matches on it.\n */\nexport function crmViewStateEquals(a: CrmViewState, b: CrmViewState): boolean {\n  if (a.filters.length !== b.filters.length) return false\n  for (let index = 0; index < a.filters.length; index += 1) {\n    const left = a.filters[index]\n    const right = b.filters[index]\n    if (\n      left.field !== right.field ||\n      left.op !== right.op ||\n      left.value !== right.value\n    ) {\n      return false\n    }\n  }\n  if (a.columns.length !== b.columns.length) return false\n  if (a.columns.some((column, index) => column !== b.columns[index])) {\n    return false\n  }\n  if (!a.sort || !b.sort) return a.sort === b.sort\n  return a.sort.field === b.sort.field && a.sort.direction === b.sort.direction\n}\n\n/**\n * Whether a view belongs in this reader's menu: their own, or one somebody\n * shared. The rules admit the read either way — see the module note — so\n * this is what keeps one person's private arrangement out of another's\n * list.\n */\nexport function crmViewIsListed(\n  view: Pick<CrmSavedView, 'shared' | 'ownerUid'>,\n  uid: string | null | undefined,\n): boolean {\n  return view.shared === true || (Boolean(uid) && view.ownerUid === uid)\n}\n\n/**\n * The Contacts list's filterable fields, by the names a view clause carries.\n *\n * A contract between three readers that cannot import one another: the\n * list's own filter grammar (which declares these as its columns), a saved\n * view (which stores them), and the dynamic-list translator below in\n * `dynamic-list-rule.ts` (which turns them into audience dimensions). Named\n * once so a rename on the list cannot silently stop an audience matching.\n * `custom` is a PREFIX: a custom field's column is the prefix and its key.\n */\nexport const CRM_CONTACT_VIEW_FIELDS = {\n  tags: 'tags',\n  source: 'source',\n  owner: 'ownerUid',\n  stage: 'lifecycleStage',\n  company: 'companyId',\n  createdAt: 'createdAt',\n  updatedAt: 'updatedAt',\n  orders: 'ordersCount',\n  ltv: 'ltvCents',\n  custom: 'custom_',\n} as const\n\n/** The column a custom contact field filters and shows as. */\nexport const crmContactCustomColumn = (key: string): string =>\n  `${CRM_CONTACT_VIEW_FIELDS.custom}${key}`\n\n/** The field key a custom column stands for, or `null` for any other column. */\nexport function crmContactCustomKey(column: string): string | null {\n  const prefix = CRM_CONTACT_VIEW_FIELDS.custom\n  return column.startsWith(prefix) && column.length > prefix.length\n    ? column.slice(prefix.length)\n    : null\n}\n\n/**\n * A stored phone number as the `href` of a click-to-call link, or `null`\n * when the value is not one (AGL-2661).\n *\n * The console stores E.164 (`normalizePhone` runs before every write), and\n * a `tel:` URL wants exactly that: digits with a leading `+`, nothing else.\n * Spaces, dots, dashes and parentheses are dropped rather than refused\n * because a value written before normalization existed may carry them;\n * anything that is not a run of digits after that — a word, an extension\n * typed as `x123` — is refused, because a dialer handed it would ring\n * nothing and the link would be a lie.\n */\nexport function crmTelHref(phone: unknown): string | null {\n  const text = String(phone ?? '').trim()\n  if (!text) return null\n  const compact = text.replace(/[\\s().-]/g, '')\n  return /^\\+?\\d{3,20}$/.test(compact) ? `tel:${compact}` : null\n}\n\nconst CRM_VIEW_TAGS_FIELD = CRM_CONTACT_VIEW_FIELDS.tags\nconst CRM_VIEW_SOURCE_FIELD = CRM_CONTACT_VIEW_FIELDS.source\n\n/**\n * A saved segment, as the filters of a contacts view.\n *\n * A segment is \"any of these tags AND any of these sources\", so each\n * becomes one `isAnyOf` clause — OR within, AND across, which is the\n * reading `contactMatchesSegment` gives it. A single tag is emitted as\n * `contains` instead: that operator is the one the contacts query can serve\n * from the index, so a one-tag segment opened as a view reaches the whole\n * collection rather than the loaded window. The values are the segment's\n * own, joined the way the grammar's `isAnyOf` splits them.\n */\nexport function crmViewFiltersFromSegment(\n  segment: Pick<ContactSegment, 'tags' | 'sources'>,\n): CrmViewFilterClause[] {\n  const tags = (segment.tags ?? []).map((tag) => tag.trim()).filter(Boolean)\n  const sources = (segment.sources ?? []).filter(\n    (source) => source in CONTACT_SOURCE_LABELS,\n  )\n  return [\n    ...(tags.length === 1\n      ? [{ field: CRM_VIEW_TAGS_FIELD, op: 'contains', value: tags[0] }]\n      : tags.length\n        ? [{ field: CRM_VIEW_TAGS_FIELD, op: 'isAnyOf', value: tags.join(',') }]\n        : []),\n    ...(sources.length === 1\n      ? [{ field: CRM_VIEW_SOURCE_FIELD, op: 'equals', value: sources[0] }]\n      : sources.length\n        ? [\n            {\n              field: CRM_VIEW_SOURCE_FIELD,\n              op: 'isAnyOf',\n              value: sources.join(','),\n            },\n          ]\n        : []),\n  ]\n}\n\n/**\n * The other direction: the segment a view's filters describe, or `null`\n * when the view carries no tag or source clause a segment could hold.\n *\n * Only the two dimensions a segment has are read, and only through the\n * operators that mean \"has one of these\"; a `name startsWith` or an owner\n * clause is not a segment's to keep. What comes back is what \"Save as\n * segment\" writes, so a campaign audience built from it selects exactly the\n * tags and sources the reader could see on the chips.\n */\nexport function crmViewSegmentFilters(\n  filters: readonly CrmViewFilterClause[],\n): Pick<ContactSegment, 'tags' | 'sources'> | null {\n  const tags = new Set<string>()\n  const sources = new Set<ContactSource>()\n  const split = (value: string) =>\n    value\n      .split(',')\n      .map((entry) => entry.trim())\n      .filter(Boolean)\n  for (const clause of filters) {\n    if (clause.field === CRM_VIEW_TAGS_FIELD) {\n      if (clause.op === 'contains') tags.add(clause.value.trim().toLowerCase())\n      else if (clause.op === 'isAnyOf') {\n        for (const tag of split(clause.value)) tags.add(tag.toLowerCase())\n      }\n    } else if (clause.field === CRM_VIEW_SOURCE_FIELD) {\n      const values = clause.op === 'equals' ? [clause.value.trim()] : clause.op === 'isAnyOf' ? split(clause.value) : []\n      for (const source of values) {\n        if (source in CONTACT_SOURCE_LABELS) sources.add(source as ContactSource)\n      }\n    }\n  }\n  tags.delete('')\n  if (!tags.size && !sources.size) return null\n  return {\n    ...(tags.size ? { tags: [...tags] } : {}),\n    ...(sources.size ? { sources: [...sources] } : {}),\n  }\n}\n\n/**\n * `users/{uid}.crmDefaultViews` — `{ [orgId]: { [section]: viewId } }`.\n *\n * On the reader's own profile document, beside `notificationPrefs`, because\n * it is the same kind of fact: how one person wants their console to\n * behave, owned and written by them alone. Keyed by org first because one\n * account sits on several organizations and a view id is only meaningful\n * inside the one that holds it.\n */\nexport const CRM_DEFAULT_VIEWS_FIELD = 'crmDefaultViews'\n\n/** The view a section opens on for this reader in this org, or none. */\nexport function crmDefaultViewId(\n  profile: Record<string, unknown> | null | undefined,\n  orgId: string | null | undefined,\n  section: CrmViewSection,\n): string | null {\n  if (!profile || !orgId) return null\n  const byOrg = profile[CRM_DEFAULT_VIEWS_FIELD]\n  if (!byOrg || typeof byOrg !== 'object' || Array.isArray(byOrg)) return null\n  const bySection = (byOrg as Record<string, unknown>)[orgId]\n  if (!bySection || typeof bySection !== 'object' || Array.isArray(bySection)) {\n    return null\n  }\n  const viewId = (bySection as Record<string, unknown>)[section]\n  return typeof viewId === 'string' && viewId.trim() ? viewId : null\n}\n\n/**\n * The merge patch that sets — or, with `null`, clears — one default.\n *\n * Shaped for a merged write so the other organizations' and sections'\n * defaults on the same document survive it; `null` rather than a delete\n * sentinel because this module carries no Firestore, and the reader above\n * treats a null as no default.\n */\nexport function crmDefaultViewPatch(\n  orgId: string,\n  section: CrmViewSection,\n  viewId: string | null,\n): Record<string, unknown> {\n  return { [CRM_DEFAULT_VIEWS_FIELD]: { [orgId]: { [section]: viewId } } }\n}\n\n/*==========================================\n * FILES ON A RECORD (AGL-2662)\n *=========================================*/\n\n/** The field a record's attached files are stored under, on all three. */\nexport const CRM_MEDIA_IDS_FIELD = 'mediaIds'\n\n/**\n * The most files one record may carry.\n *\n * A platform ceiling in the family of {@link CRM_ACTIVITIES_PER_RECORD_CEILING}\n * rather than a plan dimension: attachments are bounded by human effort, and\n * this is the bound. It is also what the Firestore rules can actually check\n * — a rule can assert a list and its size, and cannot walk one — so the\n * number is enforced rather than merely documented.\n */\nexport const CRM_MEDIA_IDS_MAX = 20\n\n/**\n * A stored or submitted attachment list, cleaned.\n *\n * Ids rather than URLs, deduplicated, trimmed, non-empty and capped. Written\n * through by every path that sets the field — the console card, the REST\n * write — so a record cannot hold a list one of them would refuse.\n *\n * An id is a media DOCUMENT id, resolved against the organization's library\n * (`orgs/{orgId}/media/{mediaId}`) at read time. Storing the id and not the\n * URL is what lets a file move between folders, and what keeps a private\n * asset behind the signed CDN door rather than pinned to a raw storage URL\n * that names its current location.\n */\nexport function normalizeCrmMediaIds(value: unknown): string[] {\n  if (!Array.isArray(value)) return []\n  return [\n    ...new Set(\n      value\n        .map((id) => String(id ?? '').trim())\n        .filter((id) => id.length > 0 && id.length <= 200),\n    ),\n  ].slice(0, CRM_MEDIA_IDS_MAX)\n}\n\n/*==========================================\n * WHAT A CRM LIST QUERIES BY (AGL-3321).\n *\n * Every filter and every search word on the Leads, Contacts, Companies,\n * Deals and Tasks lists is a predicate on the list's Firestore query, and a\n * query can only ask about a field a WRITER stored in the shape the query\n * asks for. Three kinds of field exist for that and for nothing else:\n *\n *   `searchTokens`        word prefixes of what the list's search box reads\n *                         (a lead's name, address, company, title and tags;\n *                         a deal's title), for `array-contains` on one typed\n *                         word — see `nameSearchTokens`.\n *   `scopedSearchTokens`  the same tokens behind each of the record's\n *                         `visibleTo` tokens (`host:abc~acme`). A list under\n *                         a site already spends its one array clause on\n *                         `visibleTo array-contains-any`, so its search asks\n *                         `array-contains-any` over the site's tokens joined\n *                         to the word — one clause answering both.\n *   keys                  a normalized scalar where the stored value cannot\n *                         be asked as it is: a lead's status (absent on a\n *                         capture), its lead source (compared the way the\n *                         picklist compares labels), a verdict on the\n *                         address (`none` when there is none) and a contact's\n *                         per-holder facet values (`facetKeys`).\n *\n * All of them are DERIVED: a pure function of the document, computed here\n * and nowhere else, and written by every path that writes one of its inputs\n * — see `CRM_LIST_FIELD_INPUTS` — so a record a list cannot find is a writer\n * that forgot, never a second formula that disagrees. A server writer that\n * holds the whole document spreads `crmListFields`; one that patched a field\n * restamps the record from what was stored (`restampCrmListFields` in the\n * admin library); the one-time backfill (`backfill-crm-list-fields.mjs`)\n * restates them for a plain Node script and is held to the same worked\n * examples (`tools/scripts/lib/org-record-list-fields.fixtures.json`), which this\n * library's spec asserts too.\n *=========================================*/\n\n/** The search box's word-prefix tokens, on every CRM record a list searches. */\nexport const CRM_SEARCH_TOKENS_FIELD = 'searchTokens'\n/** The same tokens behind each `visibleTo` token — see the block header. */\nexport const CRM_SCOPED_SEARCH_TOKENS_FIELD = 'scopedSearchTokens'\n/** What joins a scope token to a search token — the platform's one join (`SCOPED_SEARCH_JOIN`). */\nexport const CRM_SCOPED_SEARCH_JOIN = SCOPED_SEARCH_JOIN\n/**\n * The most search tokens one record keeps. A name, an address, a company\n * and a title are a few dozen prefixes; the cap is what keeps a record with\n * twenty long tags from spending hundreds of index entries on them.\n */\nexport const CRM_SEARCH_TOKENS_MAX = 200\n\n/** The collections whose lists query the fields below. */\nexport type CrmListCollection = 'leads' | 'contacts' | 'companies' | 'deals' | 'crmTasks'\n\nconst SEARCH_KEY = nameSearchKey\n\n/**\n * The word-prefix tokens of several values, merged: every prefix (up to\n * twelve characters) of every whitespace-separated word, lower-cased —\n * exactly `nameSearchTokens` per value — plus, for an email address, the\n * words it is made of, so `acme` finds `dana@acme.com` and `dana` does too.\n */\nexport function crmSearchTokens(values: readonly unknown[]): string[] {\n  const tokens = new Set<string>()\n  const addWord = (word: string) => {\n    const capped = word.slice(0, NAME_TOKEN_MAX_PREFIX)\n    for (let end = 1; end <= capped.length; end += 1) {\n      if (tokens.size >= CRM_SEARCH_TOKENS_MAX) return\n      tokens.add(capped.slice(0, end))\n    }\n  }\n  const addText = (text: string) => {\n    const key = SEARCH_KEY(text)\n    if (!key) return\n    for (const word of key.split(' ')) {\n      if (!word) continue\n      addWord(word)\n      // An address, a domain or a hyphenated name is also its parts.\n      if (/[@.+_-]/.test(word)) {\n        for (const part of word.split(/[@.+_-]+/)) if (part) addWord(part)\n      }\n    }\n  }\n  for (const value of values) {\n    if (Array.isArray(value)) {\n      for (const entry of value) if (typeof entry === 'string') addText(entry)\n    } else if (typeof value === 'string') {\n      addText(value)\n    }\n  }\n  return [...tokens]\n}\n\n/**\n * The two search fields for a record whose search reads `values`: the\n * tokens, and the same tokens behind each of its scope tokens through the\n * platform's one scoped writer (`scopedSearchTokens`).\n */\nexport function crmSearchFields(\n  visibleTo: unknown,\n  values: readonly unknown[],\n): { searchTokens: string[]; scopedSearchTokens: string[] } {\n  const searchTokens = crmSearchTokens(values)\n  return { searchTokens, scopedSearchTokens: scopedSearchTokens(visibleTo, searchTokens) }\n}\n\n/**\n * The address verdict as a list asks it (AGL-3245): the state's status, or\n * `none` when nothing is known — stored rather than left absent, because a\n * query cannot find a field's absence and \"Nothing known\" is a filter.\n */\nexport const CRM_EMAIL_STATUS_FIELD = 'emailStatus'\nexport const CRM_EMAIL_STATUS_NONE = 'none'\n\nexport function crmEmailStatusKey(record: Record<string, unknown> | null | undefined): string {\n  const raw = record?.['emailState']\n  const status =\n    raw && typeof raw === 'object' ? (raw as Record<string, unknown>)['status'] : undefined\n  // A status outside the vocabulary reads as nothing known, as `readEmailState` reads it.\n  return isEmailStateStatus(status) ? status : CRM_EMAIL_STATUS_NONE\n}\n\n/** A lead's lead source as the list compares it: the picklist's key, `null` for none. */\nexport const CRM_LEAD_SOURCE_KEY_FIELD = 'leadSourceKey'\n\nexport function crmLeadSourceKey(value: unknown): string | null {\n  const key = SEARCH_KEY(normalizeCrmPicklistLabel(value))\n  return key || null\n}\n\n/** What a lead's search box reads (AGL-3246). */\nexport const CRM_LEAD_SEARCH_SOURCES = ['name', 'email', 'company', 'jobTitle', 'tags'] as const\n\n/**\n * A lead's campaigns behind each of its `visibleTo` tokens\n * (`host:abc~{campaignId}`), for the Leads list's Campaign filter under a\n * site: there the scope clause is the query's one array clause, and a\n * campaign asked of these keys answers both at once — the way the search\n * folds into the scope through `scopedSearchTokens`.\n */\nexport const CRM_LEAD_SCOPED_CAMPAIGNS_FIELD = 'scopedCampaignIds'\n\nfunction leadCampaignIds(lead: Record<string, unknown>): string[] {\n  const raw = lead['campaignIds']\n  return Array.isArray(raw)\n    ? raw.filter((entry): entry is string => typeof entry === 'string' && entry.length > 0)\n    : []\n}\n\n/**\n * Every field the Leads list queries by, from the lead as stored (or as it\n * will be once written): the search tokens, its campaigns behind its scope,\n * the status — `new` for a lead nobody has touched, written so `status in\n * [new, working]` finds it — the lead source key and the address verdict.\n */\nexport function crmLeadListFields(record: object): {\n  searchTokens: string[]\n  scopedSearchTokens: string[]\n  scopedCampaignIds: string[]\n  status: CrmLeadStatus\n  leadSourceKey: string | null\n  emailStatus: string\n} {\n  const lead = record as Record<string, unknown>\n  return {\n    ...crmSearchFields(\n      lead['visibleTo'],\n      CRM_LEAD_SEARCH_SOURCES.map((field) => lead[field]),\n    ),\n    scopedCampaignIds: scopedSearchTokens(lead['visibleTo'], leadCampaignIds(lead)),\n    status: crmLeadStatus(lead as Pick<CrmLeadFields, 'status'>),\n    leadSourceKey: crmLeadSourceKey(lead['leadSource']),\n    emailStatus: crmEmailStatusKey(lead),\n  }\n}\n\n/** What a company's search box reads: its name and its domain. */\nexport const CRM_COMPANY_SEARCH_SOURCES = ['name', 'domain'] as const\n\nexport function crmCompanyListFields(record: object): {\n  searchTokens: string[]\n  scopedSearchTokens: string[]\n} {\n  const company = record as Record<string, unknown>\n  return crmSearchFields(\n    company['visibleTo'],\n    CRM_COMPANY_SEARCH_SOURCES.map((field) => company[field]),\n  )\n}\n\n/**\n * What a deal's search box reads: its title (AGL-3315) — as word prefixes,\n * and as `titleLower`, the whole title's key, which a reader whose access\n * is some sites searches by its start.\n */\nexport function crmDealListFields(record: object): {\n  searchTokens: string[]\n  scopedSearchTokens: string[]\n  titleLower: string\n} {\n  const deal = record as Record<string, unknown>\n  return {\n    ...crmSearchFields(deal['visibleTo'], [deal['title']]),\n    titleLower: SEARCH_KEY(typeof deal['title'] === 'string' ? deal['title'] : ''),\n  }\n}\n\n/** What a task's search box reads: its title. */\nexport function crmTaskListFields(record: object): {\n  searchTokens: string[]\n  scopedSearchTokens: string[]\n} {\n  const task = record as Record<string, unknown>\n  return crmSearchFields(task['visibleTo'], [task['title']])\n}\n\n/*------------------------------------------\n * A CONTACT'S FACET KEYS.\n *\n * An owner, a stage, a source, a company, a tag and a custom value live on\n * a holder's facet — `facets.{groupId}` — so a `where` on one would be a path\n * per holder and an index per holder. `facetKeys` flattens them into one\n * array a query can ask `array-contains` of:\n *\n *   `{groupId}:{field}={value}`   this holder's value\n *   `{groupId}:{field}`           this holder has one (for \"is set\")\n *   `*:{field}={value}`, `*:{field}`   any holder's, for the organization level\n *\n * `field` is `owner`, `stage`, `source`, `company`, `tag` or `custom.{key}`,\n * plus two presence-only fields: `orders` for a holder the person has bought\n * from, and `ltv` for one they are worth something to — the per-holder\n * figures a range cannot reach, asked only whether there are any.\n * A text value is keyed lower-cased and single-spaced; a number or a flag\n * as its string. Under a site the viewing group's keys are asked; at the\n * organization level, where no group is viewing, the `*` keys are.\n *-----------------------------------------*/\n\nexport const CRM_CONTACT_FACET_KEYS_FIELD = 'facetKeys'\n/** The group a key names at the organization level: any holder. */\nexport const CRM_FACET_KEY_ANY_GROUP = '*'\n/** The most facet keys one contact keeps. */\nexport const CRM_FACET_KEYS_MAX = 600\n\n/** The facet fields a contact list filters by, as their keys name them. */\nexport type CrmFacetKeyField =\n  | 'owner'\n  | 'stage'\n  | 'source'\n  | 'company'\n  | 'tag'\n  | 'orders'\n  | 'ltv'\n  | `custom.${string}`\n\n/** A facet value as its key spells it, or `null` for a value a key cannot hold. */\nexport function crmFacetKeyValue(value: unknown): string | null {\n  if (typeof value === 'boolean') return value ? 'true' : 'false'\n  if (typeof value === 'number') return Number.isFinite(value) ? String(value) : null\n  if (typeof value !== 'string') return null\n  const key = SEARCH_KEY(value).slice(0, 120)\n  return key || null\n}\n\n/** One facet key: `{group}:{field}` for presence, `{group}:{field}={value}` for a value. */\nexport function crmFacetKey(group: string, field: CrmFacetKeyField, value?: string): string {\n  return value === undefined ? `${group}:${field}` : `${group}:${field}=${value}`\n}\n\n/** The keys one holder's facet contributes, under `group`. */\nfunction facetKeysOf(group: string, facet: Record<string, unknown>, into: Set<string>): void {\n  const add = (field: CrmFacetKeyField, raw: unknown) => {\n    const value = crmFacetKeyValue(raw)\n    if (value === null) return\n    into.add(crmFacetKey(group, field))\n    into.add(crmFacetKey(group, field, value))\n  }\n  add('owner', facet['ownerUid'])\n  if (isContactLifecycleStage(facet['lifecycleStage'])) add('stage', facet['lifecycleStage'])\n  add('company', facet['companyId'])\n  const sources = facet['sources']\n  if (sources && typeof sources === 'object' && !Array.isArray(sources)) {\n    for (const [source, on] of Object.entries(sources as Record<string, unknown>)) {\n      if (on) add('source', source)\n    }\n  }\n  if (Array.isArray(facet['tags'])) {\n    for (const tag of facet['tags']) add('tag', tag)\n  }\n  // Presence only: a holder's commercial figures are asked \"any?\", never ranged.\n  if (typeof facet['ordersCount'] === 'number' && facet['ordersCount'] > 0) {\n    into.add(crmFacetKey(group, 'orders'))\n  }\n  if (typeof facet['ltvCents'] === 'number' && facet['ltvCents'] > 0) {\n    into.add(crmFacetKey(group, 'ltv'))\n  }\n  const custom = facet['custom']\n  if (custom && typeof custom === 'object' && !Array.isArray(custom)) {\n    for (const [key, value] of Object.entries(custom as Record<string, unknown>)) {\n      if (/^[A-Za-z0-9_-]{1,64}$/.test(key)) add(`custom.${key}`, value)\n    }\n  }\n}\n\n/** Every facet key a contact carries — see the block above. */\nexport function crmContactFacetKeys(record: object): string[] {\n  const facets = (record as Record<string, unknown>)[CONTACT_FACETS_FIELD]\n  if (!facets || typeof facets !== 'object' || Array.isArray(facets)) return []\n  const groups = new Set<string>()\n  const any = new Set<string>()\n  for (const [groupId, facet] of Object.entries(facets as Record<string, unknown>)) {\n    if (!groupId || !facet || typeof facet !== 'object' || Array.isArray(facet)) continue\n    facetKeysOf(groupId, facet as Record<string, unknown>, groups)\n    facetKeysOf(CRM_FACET_KEY_ANY_GROUP, facet as Record<string, unknown>, any)\n  }\n  return [...any, ...groups].slice(0, CRM_FACET_KEYS_MAX)\n}\n\n/**\n * What a contact's search box reads: the shared identity — the canonical\n * name and every address — and the two profile values a person is looked\n * up by, through their top-level search echoes (`HostContact.phone`,\n * `HostContact.companyName`): the company's words, and the phone's digits.\n */\nexport const CRM_CONTACT_SEARCH_SOURCES = [\n  'name',\n  'email',\n  CONTACT_ALTERNATE_EMAILS_FIELD,\n  'companyName',\n] as const\n\n/**\n * A phone number as the words a search box finds it by: its digits whole,\n * without a leading country code of one to three digits, and its last seven\n * and last four — so `5551234`, `555123` and `4567` all find +1 555 123 4567.\n * Typed as digits: a search reads one word, and `(555)` is not one of these.\n */\nexport function crmPhoneSearchWords(phone: unknown): string[] {\n  const digits = typeof phone === 'string' ? phone.replace(/\\D/g, '') : ''\n  if (digits.length < 4) return []\n  const words = new Set<string>([digits])\n  for (let strip = 1; strip <= 3; strip += 1) {\n    if (digits.length - strip >= 7) words.add(digits.slice(strip))\n  }\n  if (digits.length > 7) words.add(digits.slice(-7))\n  words.add(digits.slice(-4))\n  return [...words]\n}\n\nexport function crmContactListFields(record: object): {\n  searchTokens: string[]\n  scopedSearchTokens: string[]\n  facetKeys: string[]\n  emailStatus: string\n} {\n  const contact = record as Record<string, unknown>\n  return {\n    ...crmSearchFields(contact['visibleTo'], [\n      ...CRM_CONTACT_SEARCH_SOURCES.map((field) => contact[field]),\n      crmPhoneSearchWords(contact['phone']),\n    ]),\n    facetKeys: crmContactFacetKeys(contact),\n    emailStatus: crmEmailStatusKey(contact),\n  }\n}\n\n/**\n * The stored fields each collection's list fields are computed from. A\n * write that sets one of them must restamp the record — or spread\n * {@link crmListFields} over the document it wrote.\n */\nexport const CRM_LIST_FIELD_INPUTS: Readonly<Record<CrmListCollection, readonly string[]>> = {\n  leads: ['visibleTo', ...CRM_LEAD_SEARCH_SOURCES, 'status', 'leadSource', 'emailState', 'campaignIds'],\n  contacts: ['visibleTo', ...CRM_CONTACT_SEARCH_SOURCES, 'phone', CONTACT_FACETS_FIELD, 'emailState'],\n  companies: ['visibleTo', ...CRM_COMPANY_SEARCH_SOURCES],\n  deals: ['visibleTo', 'title'],\n  crmTasks: ['visibleTo', 'title'],\n}\n\n/** Every list field of one record, from the record as stored. */\nexport function crmListFields(\n  collection: CrmListCollection,\n  record: object,\n): Record<string, unknown> {\n  switch (collection) {\n    case 'leads':\n      return crmLeadListFields(record)\n    case 'contacts':\n      return crmContactListFields(record)\n    case 'companies':\n      return crmCompanyListFields(record)\n    case 'deals':\n      return crmDealListFields(record)\n    case 'crmTasks':\n      return crmTaskListFields(record)\n  }\n}\n\nconst sameValue = (a: unknown, b: unknown): boolean => {\n  if (Array.isArray(a) && Array.isArray(b)) {\n    return a.length === b.length && a.every((entry, at) => entry === b[at])\n  }\n  return a === b\n}\n\n/**\n * The list fields a stored record carries WRONGLY — the patch that brings\n * it level, `{}` when it already is. What a restamp and a backfill write.\n */\nexport function crmListFieldsPatch(\n  collection: CrmListCollection,\n  record: object,\n): Record<string, unknown> {\n  const fields = crmListFields(collection, record)\n  const stored = record as Record<string, unknown>\n  const patch: Record<string, unknown> = {}\n  for (const [field, value] of Object.entries(fields)) {\n    if (!sameValue(stored[field], value)) patch[field] = value\n  }\n  return patch\n}\n\n/**\n * The field each collection's list ORDERS or asks `null` of, which a record\n * must therefore carry even when it has no value: a contact, a company and a\n * deal carry `nextTaskAtMs` (\"No next activity\" asks `== null`), and a task\n * carries `dueAtMs` (every task view orders by it, and Firestore leaves a\n * document without the ordered field out of the answer). An absent field is\n * neither `null` nor anything else a query can ask for.\n */\nexport const CRM_LIST_NULLABLE_FIELD: Readonly<Record<CrmListCollection, string | null>> = {\n  leads: null,\n  contacts: 'nextTaskAtMs',\n  companies: 'nextTaskAtMs',\n  deals: 'nextTaskAtMs',\n  crmTasks: 'dueAtMs',\n}\n\n/**\n * The list fields a NEW record is written with: {@link crmListFields}, and\n * the collection's {@link CRM_LIST_NULLABLE_FIELD} as `null` when the record\n * does not set it — nothing is scheduled against a record that did not\n * exist, and a task created undated is still one its views must reach.\n */\nexport function crmNewRecordListFields(\n  collection: CrmListCollection,\n  record: object,\n): Record<string, unknown> {\n  const fields = crmListFields(collection, record)\n  const nullable = CRM_LIST_NULLABLE_FIELD[collection]\n  const stored = (record as Record<string, unknown>)[nullable ?? 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