@aglyn/aglyn 1.1.0 → 1.2.0

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/aglyn",
-  "version": "1.1.0",
+  "version": "1.2.0",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -37,16 +37,16 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/shared-data-enums": "1.1.0",
-    "@aglyn/shared-data-mdi": "1.1.0",
-    "@aglyn/shared-data-types": "1.1.0",
-    "@aglyn/shared-util-email": "1.1.0",
-    "@aglyn/shared-util-first-touch": "1.1.0",
-    "@aglyn/shared-util-http": "1.1.0",
-    "@aglyn/shared-util-logger": "1.1.0",
-    "@aglyn/shared-util-timestamp": "1.1.0",
-    "@aglyn/shared-util-tools": "1.1.0",
-    "@aglyn/shared-util-vendor": "1.1.0",
+    "@aglyn/shared-data-enums": "1.2.0",
+    "@aglyn/shared-data-mdi": "1.2.0",
+    "@aglyn/shared-data-types": "1.2.0",
+    "@aglyn/shared-util-email": "1.2.0",
+    "@aglyn/shared-util-first-touch": "1.2.0",
+    "@aglyn/shared-util-http": "1.2.0",
+    "@aglyn/shared-util-logger": "1.2.0",
+    "@aglyn/shared-util-timestamp": "1.2.0",
+    "@aglyn/shared-util-tools": "1.2.0",
+    "@aglyn/shared-util-vendor": "1.2.0",
     "@data-driven-forms/react-form-renderer": "^4.2.0",
     "@msgpack/msgpack": "^3.1.3",
     "@types/unist": "^3.0.3",

package/src/lib/app-utils/contacts.d.ts

@@ -628,7 +628,10 @@ export interface OrgContactRow {
     name: string;
     /** Every site that has captured this person, sorted for a stable render. */
     capturedByHostIds: string[];
-    /** One verdict per capturing site, in the same order. */
+    /**
+     * One verdict per capturing site, in the same order. For a person no site
+     * captured, one per site their consent is recorded on, sorted.
+     */
     consent: OrgContactHostConsent[];
 }
 /**

package/src/lib/app-utils/contacts.js

@@ -434,12 +434,16 @@ const EMAIL_PATTERN = /^[^\s@]+@[^\s@]+\.[^\s@]+$/;
  */ export function orgContactRow(contact, contactId, org) {
     const record = contact != null ? contact : {};
     const capturedByHostIds = contactCaptureHostIds(record);
+    // A person no site captured was added at the organization level, and their
+    // consent is recorded on each site without one having met them.
+    const consentByHost = record[MARKETING_CONSENT_BY_HOST_FIELD];
+    const consentHostIds = capturedByHostIds.length || !consentByHost || typeof consentByHost !== 'object' ? capturedByHostIds : Object.keys(consentByHost).sort();
     return {
         $id: contactId,
         email: typeof record['email'] === 'string' ? record['email'] : '',
         name: typeof record['name'] === 'string' ? record['name'] : '',
         capturedByHostIds,
-        consent: capturedByHostIds.map((hostId)=>{
+        consent: consentHostIds.map((hostId)=>{
             /*
        * READ FOR THE SITE, one call per site. `readMarketingBasis` requires
        * the group it is being read for and has no default, so this cannot

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/aglyn/src/lib/app-utils/contacts.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 v1 (AGL-197): one contact per normalized email per host,\n * fed by the four existing capture silos (forms, members, orders,\n * bookings). Pure data module — the admin-SDK upsert lives in\n * `@aglyn/tenant-data-admin` (`upsertHostContact`) and the console reads\n * client-side under the host-admin rules.\n */\n\nimport type { AglynPostalAddress } from '../foundation'\nimport { consentGroupForHost } from './consent-groups'\nimport type { ContactCustomValue, ContactLifecycleStage } from './crm'\nimport type { EmailState } from './email-state'\nimport { heldScopeTokens } from './scope-tokens'\nimport {\n  CAPTURED_BY_HOST_FIELD,\n  MARKETING_CONSENT_BY_HOST_FIELD,\n  MARKETING_CONSENT_FIELD,\n  readMarketingBasis,\n  type MarketingBasis,\n} from './marketing-consent'\nimport { refusalsOf, type RetainedRefusals } from './retained-refusals'\n\nexport type ContactSource =\n  | 'form'\n  | 'member'\n  | 'order'\n  | 'booking'\n  | 'newsletter'\n  // AGL-2276: `POST /v1/contacts`. A first-class source rather than a blank\n  // one, because \"where did this person come from\" is the question the\n  // console's source filter exists to answer, and an integration importing a\n  // CRM is a different answer from a visitor filling in a form. Adding it to\n  // the union is what makes `SOURCE_LABELS` and the filter cover it — a raw\n  // string written past the type would render as `api` and match no filter.\n  | 'api'\n  // CRM v2 (AGL-2595): the two doors that are not a capture at all. A person\n  // typed into the console by a member of the team, and a person who arrived\n  // in a file. Both are first-class for the reason `api` is — a merchant\n  // asking \"who did we add ourselves\" and \"who came from the spreadsheet\" is\n  // asking the source filter, and a source the union does not name is one it\n  // cannot answer for.\n  | 'manual'\n  | 'import'\n  // AGL-3185: the platform's own console — an account created there, and\n  // the product-updates decision that account makes at sign-up, in its\n  // preferences or at the one-time prompt. First-class for the reason `api`\n  // is: the operator's CRM asks \"who signed up for the product\", and\n  // `member` is a SITE's member, which an account holder of the platform\n  // is not.\n  | 'account'\n\n/**\n * How a capture source reads on screen.\n *\n * Typed `Record<ContactSource, string>` so a source added to the union cannot\n * ship without a label, and kept beside the union rather than in the console\n * that first needed it: the contacts filter, the campaign audience and the\n * dynamic-list rule editor all name the same six sources, and three copies of\n * this map is three places for `order` to stop reading as \"Customer\".\n */\nexport const CONTACT_SOURCE_LABELS: Record<ContactSource, string> = {\n  form: 'Form',\n  member: 'Member',\n  order: 'Customer',\n  booking: 'Booking',\n  newsletter: 'Newsletter',\n  api: 'API',\n  manual: 'Added by hand',\n  import: 'Import',\n  account: 'Account',\n}\n\nexport interface ContactInteraction {\n  type: ContactSource\n  /** Source doc id (formSubmissions/siteMembers/orders/bookings). */\n  refId?: string\n  /** Epoch millis — Timestamps don't serialize into arrays cleanly. */\n  atMs: number\n  summary?: string\n  /**\n   * WHICH SITE this interaction happened on.\n   *\n   * A contact document is shared by every site in the org — one human who\n   * touched two sites is one person, and splitting them into two rows would\n   * bill the org twice for the same address and lose the dedupe that makes a\n   * multi-brand account worth having. But the HISTORY on that shared row is\n   * not shared: a booking made on one client's site is that client's, and a\n   * timeline that cannot be split by site shows an agency's client the other\n   * clients' activity.\n   *\n   * Optional because a row written before this field existed carries none,\n   * and an interaction whose site is unknown must read as unattributed rather\n   * than be assigned to whoever is looking. Nothing may infer it from the\n   * contact's own capture attribution: `capturedByHostIds` says which sites\n   * met this person, not which of them produced any particular visit.\n   */\n  hostId?: string\n  /**\n   * THE ENTRY POINT: the form this capture came in through.\n   *\n   * `sources` answers \"what KIND of surface met this person\" and is what the\n   * console's capture filter reads; it cannot answer \"which form\", because\n   * every form on the site sets the same `form` flag. The id rather than the\n   * name, for the reason the submission carries the id: a form's caption is\n   * editable and a stored name splits the moment somebody renames it.\n   *\n   * Beside {@link refId} rather than derived from it. The submission the\n   * interaction names does carry the form, but reading it back would be a\n   * document read per row of a timeline the console renders straight out of\n   * the contact.\n   */\n  formId?: string\n  /**\n   * THE ENTRY POINT: the page the person was on when this happened.\n   *\n   * The same `path` the submission stores. It belongs on the interaction and\n   * not on the contact, because a person who came in through the pricing page\n   * and returned through a blog post has two entry points and one row —\n   * a single field at the top would keep whichever capture wrote last.\n   */\n  path?: string\n}\n\n/** `orgs/{orgId}/contacts/{contactId}` doc shape. */\nexport interface HostContact {\n  /** Normalized (trimmed, lowercased) email — the dedupe key. */\n  email: string\n  name?: string\n  sources: Partial<Record<ContactSource, true>>\n  /** Newest-first, capped — the profile timeline. */\n  interactions: ContactInteraction[]\n  tags?: string[]\n  notes?: string\n  /**\n   * Every site that has captured this person, in no order.\n   *\n   * An ARRAY and a top-level field, because this is the one attribution that\n   * has to survive being a QUERY: \"everyone captured on A, B or C\" is an\n   * audience, and `array-contains-any` is what answers it. The per-interaction\n   * host says which visit belonged to whom; this says which sites have a\n   * relationship at all, and only the second shape can be filtered on in\n   * Firestore.\n   *\n   * Grows by `arrayUnion` on every capture, including the ones that merge\n   * onto an existing row — which is exactly what the create-only `hostId`\n   * beside it could never do.\n   */\n  capturedByHostIds?: string[]\n  /**\n   * Every form this person has come in through, in no order (AGL-2612).\n   *\n   * The entry point proper is `interactions[].formId` inside the capturing\n   * holder's facet, and that stays the record: which form produced which\n   * visit is one holder's business. But Firestore cannot select documents\n   * by a field of an array ELEMENT, and a facet path is per group, so\n   * \"everyone who filled in this form\" — the question the form's own page\n   * asks of the Contacts list — has to be a top-level array an\n   * `array-contains` can hit, exactly as `capturedByHostIds` is for sites\n   * and `companyIds` is for companies. A form id is minted under one site,\n   * so a query on it is one site's captures by construction.\n   *\n   * Grows by `arrayUnion` on every form capture, create or merge, bounded at\n   * {@link CONTACT_FORM_IDS_CAP}: a person who has filled in more forms than\n   * that keeps the first twenty and the timeline keeps the rest. The facet is\n   * the truth and this is its index — a reader answering \"which form\" reads\n   * the interaction; only a QUERY reads this.\n   */\n  formIds?: string[]\n  /*\n   * SEARCH KEYS (AGL-2596), and nothing more.\n   *\n   * The console's global search reads a window of contact documents and\n   * matches over their top-level fields; it never resolves a holder's facet,\n   * because it is one search over a dozen collections and a facet read is a\n   * contacts-only idea. So the two profile values a person is looked up BY —\n   * their phone number and the company they work for — are mirrored here by\n   * every writer that sets them on a facet, as plain values a query can hit.\n   *\n   * The FACET is the record. These are a last-writer-wins echo of it: two\n   * holders who keep different numbers for one person each overwrite the\n   * echo and each keep their own facet value, and nothing renders these to a\n   * reader — the list, the record page and the export all read through the\n   * viewing group's facet. `ORG_CONTACT_FIELDS` below is an allow-list, so\n   * neither reaches the org view either.\n   */\n  /** E.164, mirrored from the last facet write that set one. */\n  phone?: string\n  /** The company name as typed, mirrored the same way. */\n  companyName?: string\n  /**\n   * The OTHER addresses this person answers to (AGL-2625).\n   *\n   * A contact is keyed on one email, so one human with a work address and a\n   * personal one is two documents until somebody merges them. The merge keeps\n   * the survivor's `email` as the identity and records the merged record's\n   * address here, so a later capture on it — a form filled in from the\n   * personal account — resolves to this row rather than minting the second\n   * document again. `emailIndex` (see {@link CONTACT_EMAIL_INDEX_COLLECTION})\n   * is the lookup; this array is the record of why an entry there points\n   * where it does, and what the record page shows as \"also\".\n   *\n   * Shared identity like `email`, not a facet field: which addresses are one\n   * person is a fact about the person, and a holder that did not perform the\n   * merge still needs its capture on the alternate address to land on the\n   * shared row. Bounded at {@link CONTACT_ALTERNATE_EMAILS_CAP}.\n   */\n  alternateEmails?: string[]\n  /**\n   * When the earliest OPEN task filed against this person is due, epoch\n   * ms, or `null` when none is (AGL-2661) — see `CrmDeal.nextTaskAtMs` in\n   * `crm.ts` for the rule. On the SHARED row rather than a facet, because a\n   * task lives at the organization level and names the contact, not a\n   * holder's view of them.\n   */\n  nextTaskAtMs?: number | null\n  /**\n   * The last verdict on the address (AGL-3245) — bounced, blocked,\n   * unsubscribed, do-not-contact — written by the platform's senders only,\n   * on the SHARED row because the address is shared. Absent means nothing\n   * is known. See `email-state.ts`.\n   */\n  emailState?: EmailState\n}\n\n/** Timeline cap: keeps the doc small; older interactions age out. */\nexport const CONTACT_INTERACTIONS_CAP = 50\n\n/** The field holding {@link HostContact.alternateEmails}. */\nexport const CONTACT_ALTERNATE_EMAILS_FIELD = 'alternateEmails'\n\n/**\n * The most alternate addresses one contact carries. Ten is past any real\n * person's mailbox count, and it bounds the index writes one merge fans out.\n */\nexport const CONTACT_ALTERNATE_EMAILS_CAP = 10\n\n/**\n * `orgs/{orgId}/emailIndex/{personKey}` → `{ email, contactId }` (AGL-2625).\n *\n * The address-to-contact lookup the capture door consults BEFORE the\n * per-document `email ==` query, so an address recorded as an alternate on a\n * merged row resolves to the survivor. Keyed by `personKey` — the sha256 of\n * the normalized address — so a document id never carries the address\n * itself, the same derivation a lead and a list membership use.\n *\n * WRITTEN LAZILY, never backfilled: the query on `email` stays as the\n * fallback, and a contact that has no entry gets one on the next write that\n * finds it. A row the index has never seen therefore costs one extra read\n * once, and nothing needs to run over the existing collection.\n *\n * Server-written only; the rules close it to every client.\n */\nexport const CONTACT_EMAIL_INDEX_COLLECTION = 'emailIndex'\n\n/**\n * Every address a contact answers to — the primary first, then the\n * alternates — normalized and deduplicated, so an index writer and a lead\n * lookup walk one list.\n */\nexport function contactEmails(\n  contact: Record<string, unknown> | null | undefined,\n): string[] {\n  const out: string[] = []\n  const seen = new Set<string>()\n  const push = (value: unknown) => {\n    const email = normalizeContactEmail(value)\n    if (email && !seen.has(email)) {\n      seen.add(email)\n      out.push(email)\n    }\n  }\n  push((contact ?? {})['email'])\n  const alternates = (contact ?? {})[CONTACT_ALTERNATE_EMAILS_FIELD]\n  if (Array.isArray(alternates)) alternates.forEach(push)\n  return out\n}\n\n/** The top-level field naming every form a contact came in through — see `HostContact.formIds`. */\nexport const CONTACT_FORM_IDS_FIELD = 'formIds'\n\n/**\n * How many forms the {@link CONTACT_FORM_IDS_FIELD} mirror holds.\n *\n * The same figure as the tag cap: enough that no real person reaches it,\n * small enough that the array never becomes the document. Past it the\n * capture stops adding rather than dropping the oldest, because the mirror\n * is an index of the facet's timeline and an index that silently forgets an\n * entry the timeline still holds would answer a form's contact list wrongly\n * in the one direction nobody would notice.\n */\nexport const CONTACT_FORM_IDS_CAP = 20\n\nconst EMAIL_PATTERN = /^[^\\s@]+@[^\\s@]+\\.[^\\s@]+$/\n\n/** Normalized dedupe key, or null when the input isn't a usable email. */\nexport function normalizeContactEmail(input: unknown): string | null {\n  const email = String(input ?? '')\n    .trim()\n    .toLowerCase()\n  return EMAIL_PATTERN.test(email) && email.length <= 320 ? email : null\n}\n\n/**\n * First usable email in a free-form form-submission fields map — forms\n * don't guarantee a canonical email field, so prefer keys that look like\n * email fields before falling back to any email-shaped value.\n */\nexport function extractEmailFromFields(\n  fields: Record<string, unknown> | null | undefined,\n): string | null {\n  const entries = Object.entries(fields ?? {})\n  const preferred = entries.find(([key]) => /email/i.test(key))\n  const fromPreferred = normalizeContactEmail(preferred?.[1])\n  if (fromPreferred) return fromPreferred\n  for (const [, value] of entries) {\n    const email = normalizeContactEmail(value)\n    if (email) return email\n  }\n  return null\n}\n\n/**\n * Merges a new interaction into a contact: source flag set, interaction\n * prepended, timeline capped. Pure — the caller persists the result.\n */\nexport function mergeContactInteraction(\n  existing: Pick<HostContact, 'sources' | 'interactions'> & {\n    name?: string\n  },\n  update: { source: ContactSource; interaction: ContactInteraction; name?: string },\n): Pick<HostContact, 'sources' | 'interactions'> & { name?: string } {\n  return {\n    // Existing names win — a later anonymous form shouldn't blank a name.\n    name: existing.name || update.name,\n    sources: { ...existing.sources, [update.source]: true as const },\n    interactions: [update.interaction, ...(existing.interactions ?? [])].slice(\n      0,\n      CONTACT_INTERACTIONS_CAP,\n    ),\n  }\n}\n\n/**\n * THE PER-HOLDER FACET on a shared contact document.\n *\n * ## What is shared and what is not\n *\n * One human who touched two sites is ONE document. That is not a compromise:\n * it is the dedupe the shared address book exists for, it is what keeps a\n * bounce and a suppression describing one person, and it is what makes a\n * multi-brand account bill once for one human instead of once per site. A\n * document per host would push an agency toward twelve separate accounts and\n * throw the whole advantage away.\n *\n * But almost nothing ON that document is legitimately shared.\n *\n *  - **SHARED IDENTITY** — `email`, and the canonical `name`. One human, one\n *    identity. This is the only part two unrelated businesses may both see,\n *    and it is the minimum that makes them one row.\n *  - **PER-HOLDER FACET** — everything in this interface. A note, a tag, a\n *    call log and a lifetime value are the HOLDER's own business records.\n *    Host A's note about a customer is Host A's; a competitor sharing the\n *    platform must not read it, and while these lived at the top of the\n *    document every site in the org could.\n *  - **CONSENT AND VISIBILITY** — per declared group, decided by\n *    `marketing-consent.ts` and by `visibleTo`.\n *\n * ## Keyed by GROUP, not by host\n *\n * A business that declared three sites to be one sender is one CRM: a note\n * written on the shop belongs beside the booking made on the booking page,\n * because one team keeps both. Across groups, never — and an undeclared site\n * is a group of one, so the agency case is isolated with nothing configured.\n *\n * ## Commercial figures are per-facet, and that is not a billing change\n *\n * `ltvCents` and `ordersCount` answer \"what is this person worth to ME\". Two\n * unrelated merchants who both sell to one person have two different answers\n * and neither is entitled to the other's. Billing counts DOCUMENTS, and there\n * is still one document, so a person held by two hosts stays one billable\n * contact.\n */\nexport interface ContactFacet {\n  /**\n   * This holder's display name for the person, overriding the canonical one.\n   *\n   * The canonical `name` is shared and mutable, so without this a rename on\n   * one site changes what an unrelated business sees in its own CRM — two\n   * companies that do not know each other exist editing each other's records.\n   * The override is written by whoever edits the name from their own console;\n   * the canonical field stays as the identity of last resort, for a holder\n   * that has never set one.\n   */\n  name?: string\n  /** Which capture surfaces THIS holder saw the person through. */\n  sources: Partial<Record<ContactSource, true>>\n  /** THIS holder's timeline, newest-first and capped. */\n  interactions: ContactInteraction[]\n  /** THIS holder's tags. */\n  tags?: string[]\n  /** THIS holder's notes. */\n  notes?: string\n  /**\n   * The campaigns THIS holder has filed the person under.\n   *\n   * A label on the CRM record, not an audience: who a campaign's mail reaches\n   * is decided by the campaign's lists and by each send's own picker, and\n   * nothing in the send path reads this. It answers \"who did we put in the\n   * spring push\", which is a question about the holder's own working set.\n   *\n   * Per-holder for the reason the notes are: two unrelated businesses sharing\n   * one row must not read each other's segmentation of a person they both\n   * know. See `container-membership.ts` for the field and the path.\n   */\n  campaignIds?: string[]\n  /** Gross of fees and refunds — see `upsertHostContact`. */\n  ltvCents?: number\n  ordersCount?: number\n  lastPurchaseAtMs?: number\n  firstPurchaseAtMs?: number\n  refundedCents?: number\n  refundedOrdersCount?: number\n  lastRefundAtMs?: number\n  /*\n   * CRM v2 (AGL-2595): the profile a sales team keeps on a person.\n   *\n   * Per-holder like everything above them, and for the same reason: a phone\n   * number, a job title, an owner and a lifecycle stage are one business's\n   * knowledge of a person, and two unrelated businesses sharing the row must\n   * not read each other's. `companyId` points at a company document in the\n   * same scope, never at the org's whole company list. `custom` is keyed by\n   * `ContactFieldDefinition.key`, so a holder's field definitions and a\n   * holder's values live under the same group and cannot be joined across\n   * one.\n   *\n   * ⛔ None of these reach the org view. `ORG_CONTACT_FIELDS` is an\n   * allow-list, and the org-view spec seeds every one of these with a\n   * sentinel and proves it never surfaces.\n   */\n  /** E.164 — `normalizePhone` before writing. */\n  phone?: string\n  jobTitle?: string\n  /**\n   * Where this holder met the person — Salesforce's Lead Source, carried\n   * from the lead on conversion and picked from the org's lead source\n   * values after it (AGL-3298). The value's label, as the lead stores it.\n   */\n  leadSource?: string\n  /** `orgs/{orgId}/companies/{companyId}`, in this holder's scope. */\n  companyId?: string\n  /**\n   * The company's name as this holder knows it.\n   *\n   * Free text, so a person can be filed under a company before one exists\n   * as a record; the company picker that later sets `companyId` writes the\n   * picked company's name here too, so the row reads the same whether the\n   * link was made or the name typed. The top-level `companyName` on the\n   * document is the search echo of this value — see `HostContact`.\n   */\n  companyName?: string\n  address?: AglynPostalAddress | null\n  /** The team member responsible for the relationship. */\n  ownerUid?: string\n  lifecycleStage?: ContactLifecycleStage\n  /** Custom field values, keyed by `ContactFieldDefinition.key`. */\n  custom?: Record<string, ContactCustomValue>\n  /**\n   * When this person last OPENED or CLICKED a campaign sent by one of this\n   * holder's sites, epoch ms (AGL-2616).\n   *\n   * Stamped by the delivery webhook, forward-only, on the first open and the\n   * first click of each message — the same bound the per-person rollup on\n   * `emailDeliveries/{key}` keeps, so a reader opening one newsletter six\n   * times is one write. Per-holder because it answers \"is this person still\n   * reading OUR mail\": the address-level rollup counts every sender's mail\n   * and a sibling business's, and a re-engagement audience built on that\n   * would mail people who are reading somebody else.\n   *\n   * Absent until the first engagement after the stamp shipped; a message\n   * opened before then advanced the address-level rollup and nothing here.\n   */\n  lastEmailEngagementAtMs?: number\n  /**\n   * The org-library files THIS holder has attached to the person\n   * (AGL-2662), by media document id.\n   *\n   * Per-holder for the reason every other field here is: an agency running\n   * two client brands has one contact document between them, and a signed\n   * contract one client filed is not the other client's to see. Ids rather\n   * than URLs so a file moved between folders keeps its attachment, and so\n   * a private asset is still served through the signed CDN door.\n   */\n  mediaIds?: string[]\n  /*\n   * SALESFORCE'S STANDARD CONTACT FIELDS (AGL-3515), per holder like the\n   * profile above and for the same reason. Every one of them is personal\n   * data about the person, so none reaches the org view (see\n   * `ORG_CONTACT_FIELDS`) and an erasure takes them with the document.\n   */\n  /** One of the org's salutation values, by label (`Mr.`, `Dr.` …). */\n  salutation?: string\n  /**\n   * The person's given and family names. While either is set, {@link name}\n   * is their composition — see {@link composeContactName} — so every reader\n   * of the display name reads the same person the structured fields name. A\n   * facet holding only `name` keeps it as typed: nothing splits a stored\n   * name into parts after the fact.\n   */\n  firstName?: string\n  lastName?: string\n  department?: string\n  /** E.164, like {@link phone}. */\n  mobilePhone?: string\n  /** E.164. */\n  homePhone?: string\n  /** E.164. */\n  otherPhone?: string\n  /** E.164. */\n  fax?: string\n  /** A calendar date, `YYYY-MM-DD`, never in the future — {@link normalizeContactBirthdate}. */\n  birthdate?: string\n  assistantName?: string\n  /** E.164. */\n  assistantPhone?: string\n  /**\n   * Another contact of the org this holder can see — the person's manager.\n   * Never the contact itself, and never a contact whose own chain leads\n   * back here: `crm/contact-update` refuses both. `null` is \"nobody\" — what\n   * a merge leaves where a pointer would have named the person themselves.\n   */\n  reportsToContactId?: string | null\n  /**\n   * A second postal address. {@link address} is the MAILING address — the\n   * one a letter goes to — and keeps its field name; this is Salesforce's\n   * Other Address beside it.\n   */\n  otherAddress?: AglynPostalAddress | null\n  /**\n   * The person asked not to be phoned. Stored only as `true`; absent is\n   * \"may be called\". A hint beside every number and on the Call button,\n   * never a block: the rep decides.\n   */\n  doNotCall?: boolean\n}\n\n/**\n * The profile's phone fields besides `phone` (AGL-3515), each stored E.164\n * through `normalizePhone`, in the order a record page lists them.\n */\nexport const CONTACT_EXTRA_PHONE_FIELDS = [\n  'mobilePhone',\n  'homePhone',\n  'otherPhone',\n  'fax',\n  'assistantPhone',\n] as const\n\nexport type ContactExtraPhoneField = (typeof CONTACT_EXTRA_PHONE_FIELDS)[number]\n\n/** How each phone field is labeled on screen, in a file and in the docs. */\nexport const CONTACT_PHONE_FIELD_LABELS: Record<'phone' | ContactExtraPhoneField, string> = {\n  phone: 'Phone',\n  mobilePhone: 'Mobile phone',\n  homePhone: 'Home phone',\n  otherPhone: 'Other phone',\n  fax: 'Fax',\n  assistantPhone: 'Assistant phone',\n}\n\n/** The longest first or last name a facet keeps — the composed name stays within 120. */\nexport const CONTACT_NAME_PART_MAX = 59\n\n/**\n * The display name a holder's first and last names make: `\"First Last\"`,\n * either alone, or `''` when neither is set — Salesforce's Name, less the\n * salutation, which is a form of address and not part of who the person is.\n */\nexport function composeContactName(firstName: unknown, lastName: unknown): string {\n  const part = (value: unknown) =>\n    String(value ?? '')\n      .trim()\n      .replace(/\\s+/g, ' ')\n      .slice(0, CONTACT_NAME_PART_MAX)\n  return [part(firstName), part(lastName)].filter(Boolean).join(' ')\n}\n\n/** The sentence a birthdate that cannot be stored is refused with. */\nexport const CONTACT_BIRTHDATE_REFUSAL =\n  'Birthdate must be a past date written YYYY-MM-DD, like 1984-07-21.'\n\n/**\n * A birthdate as stored: `YYYY-MM-DD` for a real calendar date that is not\n * in the future, `''` for a blank (a clear), and `null` for anything else.\n *\n * \"Not in the future\" is judged against the latest calendar day anywhere on\n * Earth (UTC+14), so a person entering today's date where the day has\n * already turned is never refused.\n */\nexport function normalizeContactBirthdate(value: unknown, nowMs = Date.now()): string | null {\n  const text = String(value ?? '').trim()\n  if (!text) return ''\n  const match = /^(\\d{4})-(\\d{2})-(\\d{2})$/.exec(text)\n  if (!match) return null\n  const [year, month, day] = [Number(match[1]), Number(match[2]), Number(match[3])]\n  const date = new Date(Date.UTC(year, month - 1, day))\n  if (\n    year < 1000 ||\n    date.getUTCFullYear() !== year ||\n    date.getUTCMonth() !== month - 1 ||\n    date.getUTCDate() !== day\n  ) {\n    return null\n  }\n  const latestToday = new Date(nowMs + 14 * 60 * 60 * 1000).toISOString().slice(0, 10)\n  return text > latestToday ? null : text\n}\n\n/** The map field holding the facets: `{ [groupId]: ContactFacet }`. */\nexport const CONTACT_FACETS_FIELD = 'facets'\n\n/**\n * The facet one group holds, or an empty one.\n *\n * `map[groupId]` — a lookup, not a search, for the reason the consent map is\n * shaped the same way: there is no expression of this form that returns\n * another holder's notes.\n *\n * An absent facet reads EMPTY rather than falling back to the top-level\n * fields. A fallback would hand every holder in the org the fields the\n * pre-facet document carried at its top, which is the disclosure this shape\n * exists to end; the migration moves them into the capturing group's facet\n * instead.\n */\nexport function readContactFacet(\n  contact: Record<string, unknown> | null | undefined,\n  groupId: string,\n): ContactFacet {\n  const facets = (contact ?? {})[CONTACT_FACETS_FIELD]\n  const facet =\n    facets && typeof facets === 'object' && !Array.isArray(facets)\n      ? (facets as Record<string, unknown>)[groupId]\n      : undefined\n  if (!facet || typeof facet !== 'object' || Array.isArray(facet)) {\n    return { sources: {}, interactions: [] }\n  }\n  const value = facet as Record<string, unknown>\n  return {\n    ...(value as unknown as ContactFacet),\n    sources: (value['sources'] ?? {}) as ContactFacet['sources'],\n    interactions: Array.isArray(value['interactions'])\n      ? (value['interactions'] as ContactInteraction[])\n      : [],\n  }\n}\n\n/**\n * The facet of a person the ORGANIZATION holds rather than a site (AGL-4122):\n * someone added by hand at the organization level with no Source site, where\n * the record belongs to the whole org and no site has met them.\n *\n * A key in the same map as a consent group's id and read the same way, so the\n * record page, the update route and every reader of a facet serve this person\n * without knowing the difference. Never a consent group's own id: those are\n * Firestore ids, and `resolveConsentGroup` does not mint this one.\n */\nexport const ORG_CONTACT_HOLDER_ID = 'org'\n\n/** The dotted Firestore path to one field of one holder's facet. */\nexport function contactFacetPath(groupId: string, field: string): string {\n  if (!groupId) throw new Error('a contact facet must name a holder')\n  return `${CONTACT_FACETS_FIELD}.${groupId}.${field}`\n}\n\n/**\n * The name a given holder should SEE for this person.\n *\n * Their own override first, the canonical identity second. Nothing falls\n * through to another holder's override: that would be one business's edit\n * showing up in another's CRM, which is the thing the override exists to\n * prevent.\n */\nexport function contactDisplayName(\n  contact: Record<string, unknown> | null | undefined,\n  groupId: string,\n): string {\n  const facet = readContactFacet(contact, groupId)\n  if (facet.name) return facet.name\n  const canonical = (contact ?? {})['name']\n  return typeof canonical === 'string' ? canonical : ''\n}\n\n/**\n * Who a contact is to ONE holder (AGL-4042): the name and the birthdate that\n * holder keeps, and nothing else. For a plugin that was handed a contact id\n * and must recognize the person — a waiver matched at check-in by name and\n * date of birth — without reading the CRM's record. The birthdate is null\n * unless it is a stored calendar date.\n */\nexport function contactIdentityForGroup(\n  contact: Record<string, unknown> | null | undefined,\n  groupId: string,\n): { name: string | null; birthdate: string | null } {\n  if (!contact) return { name: null, birthdate: null }\n  const name = contactDisplayName(contact, groupId).trim()\n  return {\n    name: name || null,\n    // A blank reads as no birthdate, like one that is not a date.\n    birthdate: normalizeContactBirthdate(readContactFacet(contact, groupId).birthdate) || null,\n  }\n}\n\n/**\n * Every group that holds this contact — the reference count behind a detach.\n *\n * Read from `visibleTo` rather than from the facet map, because `visibleTo`\n * is what both enforcement layers actually evaluate: a holder that can still\n * READ the row is still holding it whether or not they ever wrote a note. A\n * count taken from the facets would drop a holder who has one and no facet\n * and leave them able to see a document nothing believes they hold.\n *\n * Less the tokens a share ADDED (AGL-3336): a site the record was shared\n * with sees it and holds nothing, so it must not keep the record alive when\n * its last holder lets go — `heldScopeTokens` is `visibleTo` without them.\n */\nexport function contactHolderTokens(\n  contact: Record<string, unknown> | null | undefined,\n): string[] {\n  return heldScopeTokens(contact)\n}\n\n/** What a holder letting go of a contact should do to the document. */\nexport type ContactDetach =\n  | {\n      /** Nobody else holds it. Delete the document. */\n      action: 'delete'\n      /**\n       * Every refusal the document holds, every site's and the unscoped one,\n       * which the delete keeps in `retainedRefusals` in the same transaction\n       * — see `retained-refusals.ts`. `null` when it holds none.\n       */\n      retained: RetainedRefusals | null\n    }\n  | {\n      /** Other holders remain. Drop this one's half. */\n      action: 'detach'\n      /**\n       * Field-level removals, as a patch. Dotted paths so the OTHER holders'\n       * facets and consent entries are untouched — a nested write would\n       * replace the whole map and take every other holder's records with it.\n       *\n       * A consent entry that is a REFUSAL is not among them: it stays on the\n       * document for the holders that remain, because a person's \"no\" is not\n       * the leaving holder's to take with it.\n       */\n      remove: string[]\n      /** Scope tokens to pull out of `visibleTo`. */\n      removeTokens: string[]\n      /** Host ids to pull out of the capture attribution. */\n      removeHostIds: string[]\n    }\n\n/**\n * DELETE IS A DETACH.\n *\n * One holder removing a contact from their own CRM must not destroy another\n * holder's relationship with that person: they have their own notes, their\n * own order history and their own consent, none of which the deleting holder\n * ever had a claim on. So a delete drops the deleting group's facet, its\n * consent grants, its capture attribution and its scope tokens — and the\n * DOCUMENT dies only when the last holder lets go.\n *\n * A REFUSAL IS NOT LET GO (AGL-3338). The list gate reads a stored refusal\n * as the one fact an operator's attestation cannot overrule, so a detach\n * leaves the leaving group's refusal entries on the document, and a delete\n * answers every refusal the document holds for the caller to retain beside\n * the delete. Read off the document's own data: a table row's projection\n * carries neither the consent map nor the unscoped field.\n *\n * ⛔ This is NOT the erasure path. A privacy erasure removes the person\n * everywhere regardless of how many holders remain, and routing it through\n * reference counting would turn a lawful erasure into a partial one — the same\n * absent-versus-invisible defect this area keeps hitting, in the one place\n * where getting it wrong is a legal failure rather than a bug. Erasure calls\n * the document delete directly and must never consult this function.\n *\n * @param group the holder letting go, with every site it covers.\n */\nexport function planContactDetach(\n  contact: Record<string, unknown> | null | undefined,\n  group: { groupId: string; hostIds: readonly string[] },\n): ContactDetach {\n  const held = contactHolderTokens(contact)\n  const leaving = new Set(group.hostIds.map((id) => `host:${id}`))\n  /*\n   * A remaining holder is a token naming somebody else. `'org'` counts as one\n   * and blocks the delete on purpose: an org-wide row is held by every site\n   * in the account, so one site letting go leaves it held. Narrowing it would\n   * be a scope decision, and a delete button is not where that belongs.\n   */\n  const remaining = held.filter((token) => !leaving.has(token))\n  if (!remaining.length) return { action: 'delete', retained: refusalsOf(contact) }\n  const refused = refusalsOf(contact)?.byHost ?? {}\n  return {\n    action: 'detach',\n    remove: [\n      `${CONTACT_FACETS_FIELD}.${group.groupId}`,\n      ...group.hostIds\n        .filter((id) => !(id in refused))\n        .map((id) => `${MARKETING_CONSENT_BY_HOST_FIELD}.${id}`),\n    ],\n    removeTokens: [...leaving],\n    removeHostIds: [...group.hostIds],\n  }\n}\n\n/**\n * The interactions one group of sites may see on a shared contact.\n *\n * An interaction with NO host is shown to everyone: it predates the\n * attribution, so hiding it would empty every existing timeline, and it is\n * already visible to anyone who can read the row. An interaction that names a\n * site is shown only to that site's own group — the agency case, where one\n * client must not read another client's bookings off a person they both know.\n */\nexport function interactionsForGroup(\n  interactions: readonly ContactInteraction[] | undefined,\n  hostIds: readonly string[],\n): ContactInteraction[] {\n  const reach = new Set(hostIds)\n  return (interactions ?? []).filter(\n    (interaction) => !interaction.hostId || reach.has(interaction.hostId),\n  )\n}\n\n/** `orgs/{orgId}/contactSegments/{id}` — a saved audience filter. */\nexport interface ContactSegment {\n  name: string\n  /** Match contacts sharing at least one tag (empty = any). */\n  tags?: string[]\n  /** Match contacts with at least one of these sources (empty = any). */\n  sources?: ContactSource[]\n}\n\n/** Segment matching (AGL-199): AND across filter kinds, OR within one. */\nexport function contactMatchesSegment(\n  contact: Pick<HostContact, 'tags' | 'sources'>,\n  segment: Pick<ContactSegment, 'tags' | 'sources'>,\n): boolean {\n  if (segment.tags?.length) {\n    const contactTags = new Set(\n      (contact.tags ?? []).map((tag) => tag.toLowerCase()),\n    )\n    if (!segment.tags.some((tag) => contactTags.has(tag.toLowerCase()))) {\n      return false\n    }\n  }\n  if (segment.sources?.length) {\n    if (!segment.sources.some((source) => contact.sources?.[source])) {\n      return false\n    }\n  }\n  return true\n}\n\n/*==========================================\n * THE ORG-LEVEL VIEW: the complement of the facet reader above.\n *\n * {@link readContactFacet} answers \"what does THIS holder know about this\n * person\". Everything below answers the question no host page can:\n *\n *   who does this ORGANIZATION know, and which of its sites know them.\n *\n * That question is the entire justification for one shared document. Dedupe,\n * suppression and honest billing all rest on one human being one row, and\n * with no surface that shows the deduped person the model's benefit is\n * invisible and the billing unit — unique people per org — looks arbitrary.\n *\n * ## The org view crosses the host boundary, so it carries LESS, not more\n *\n * It is the one place in the product designed to read across holders, which\n * makes it the one place where a careless field re-creates the disclosure the\n * facets exist to end. So the projection is an ALLOW-LIST\n * ({@link ORG_CONTACT_FIELDS}) rather than an omission: identity, capture\n * attribution and consent state. Notes, tags, timelines, call logs and\n * commercial figures are the holder's own business records and are not read\n * here at all — not summarized, not counted, not indicated by their absence.\n *\n * An allow-list rather than a `delete facets` is the load-bearing choice. A\n * subtraction is correct only for as long as somebody remembers to extend it,\n * and a field added to {@link ContactFacet} tomorrow would ride out through a\n * subtraction and be caught by an allow-list.\n *\n * ## The NAME is the canonical one, never a holder's override\n *\n * {@link contactDisplayName} prefers the viewing group's own override, which\n * is right on a host page and wrong here: an override is a name ONE business\n * chose, and rendering it at org level shows an agency the label its client\n * picked. The shared identity is what every holder already sees, so it is the\n * only name that belongs to the org.\n *=========================================*/\n\n/**\n * Every field of a contact document the org view may read.\n *\n * Stated as a value so it can be asserted against — see the org-view spec,\n * which seeds each facet field with a sentinel and proves none of them\n * reaches a row.\n */\nexport const ORG_CONTACT_FIELDS = [\n  'email',\n  'name',\n  CAPTURED_BY_HOST_FIELD,\n  MARKETING_CONSENT_BY_HOST_FIELD,\n  MARKETING_CONSENT_FIELD,\n] as const\n\n/**\n * What one site's relationship with one person amounts to, at org level.\n *\n * Consent is per (contact, host-or-group) and there is no expression that\n * returns another controller's grant, so a row cannot carry one consent\n * verdict. It carries one PER CAPTURING SITE, each naming the controller it\n * was read for — a bare \"consented\" with nobody attached would be exactly the\n * confusion the per-brand model was built to prevent.\n */\nexport interface OrgContactHostConsent {\n  /** The site this verdict answers about, and no other. */\n  hostId: string\n  /** The controller the basis runs to — the declared group, or the site. */\n  groupId: string\n  /**\n   * The group's disclosed name, or `null` for a site that pools with nobody.\n   *\n   * `null` is not \"unknown\": it is the group of one, where the site's own\n   * name is the disclosure and inventing a second would put a label in front\n   * of a reader that nothing else uses.\n   */\n  groupName: string | null\n  /** Whether the controller is a DECLARED group rather than the site alone. */\n  declared: boolean\n  /** `granted` | `declined` | `unrecorded` — never collapsed to a boolean. */\n  basis: MarketingBasis\n}\n\n/** One person, as the organization may see them across all of its sites. */\nexport interface OrgContactRow {\n  $id: string\n  /** The dedupe key, and the reason two captures are one row. */\n  email: string\n  /** The SHARED identity. Never a holder's own override. */\n  name: string\n  /** Every site that has captured this person, sorted for a stable render. */\n  capturedByHostIds: string[]\n  /** One verdict per capturing site, in the same order. */\n  consent: OrgContactHostConsent[]\n}\n\n/**\n * Every site that has captured this person.\n *\n * Sorted, because the array is maintained by `arrayUnion` and therefore\n * carries capture order, which is not an order anything should render: two\n * readers of the same row would see the sites in different places on the\n * screen depending on which site met the person first.\n */\nexport function contactCaptureHostIds(\n  contact: Record<string, unknown> | null | undefined,\n): string[] {\n  const raw = (contact ?? {})[CAPTURED_BY_HOST_FIELD]\n  if (!Array.isArray(raw)) return []\n  return [\n    ...new Set(\n      raw\n        .map((id) => String(id ?? '').trim())\n        .filter((id): id is string => id !== ''),\n    ),\n  ].sort()\n}\n\n/**\n * One contact document, projected to what an ORG may see.\n *\n * @param org - the org document — the only input that can resolve a declared\n *   consent group, and required for that reason. Without it every site reads\n *   as a group of one, which understates the disclosure a person was given\n *   and is the safe direction to be wrong in.\n */\nexport function orgContactRow(\n  contact: Record<string, unknown> | null | undefined,\n  contactId: string,\n  org: Record<string, unknown> | null | undefined,\n): OrgContactRow {\n  const record = contact ?? {}\n  const capturedByHostIds = contactCaptureHostIds(record)\n  return {\n    $id: contactId,\n    email: typeof record['email'] === 'string' ? record['email'] : '',\n    name: typeof record['name'] === 'string' ? record['name'] : '',\n    capturedByHostIds,\n    consent: capturedByHostIds.map((hostId) => {\n      /*\n       * READ FOR THE SITE, one call per site. `readMarketingBasis` requires\n       * the group it is being read for and has no default, so this cannot\n       * accidentally report a grant that belongs to somebody else — the\n       * argument is the guarantee, and passing the whole row through one\n       * call would have had to invent a controller to ask about.\n       */\n      const group = consentGroupForHost(org, hostId)\n      const { basis } = readMarketingBasis(record, group)\n      return {\n        hostId,\n        groupId: group.groupId,\n        groupName: group.name,\n        declared: group.declared,\n        basis,\n      }\n    }),\n  }\n}\n\n/**\n * How a basis reads on screen.\n *\n * Three labels because there are three states. \"Opted in\" and \"No record\" are\n * not opposites and must never collapse into one negative: absence is the\n * commonest case by far — a record captured before the checkbox existed — and\n * showing it as a refusal would tell a merchant they may not mail somebody\n * who never said so.\n */\nexport const MARKETING_BASIS_LABELS: Record<MarketingBasis, string> = {\n  granted: 'Opted in',\n  declined: 'Opted out',\n  unrecorded: 'No record',\n}\n\n/**\n * One consent verdict, WITH THE CONTROLLER IT RUNS TO, as one string.\n *\n * ⛔ There is no function here that returns a basis on its own, and that is\n * the point. A basis is per (person, controller): the same person can be\n * opted in to one brand in an org and opted out of another, so \"consented\"\n * with nobody attached is not a shortened truth, it is a different and false\n * claim — precisely the confusion the per-brand model was built to prevent.\n * Joining the two into a single value is what stops a caller rendering half\n * of it.\n *\n * The controller is the DECLARED GROUP when there is one, because that is who\n * the person was told they would hear from, and the site otherwise. A group\n * of one is named by the site, which is what the capture surface already\n * showed them.\n *\n * @param siteName - how this site reads — the caller resolves it, since the\n *   contact document holds ids and not names. An empty one falls back to the\n *   id: a site whose name cannot be resolved must still be NAMED, because\n *   dropping it would understate which brands hold a relationship.\n */\nexport function orgContactConsentLabel(\n  entry: OrgContactHostConsent,\n  siteName?: string,\n): string {\n  const controller = entry.declared\n    ? (entry.groupName ?? entry.groupId)\n    : siteName || entry.hostId\n  return `${controller} · 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+{"version":3,"sources":["../../../../../../libs/aglyn/src/lib/app-utils/contacts.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 v1 (AGL-197): one contact per normalized email per host,\n * fed by the four existing capture silos (forms, members, orders,\n * bookings). Pure data module — the admin-SDK upsert lives in\n * `@aglyn/tenant-data-admin` (`upsertHostContact`) and the console reads\n * client-side under the host-admin rules.\n */\n\nimport type { AglynPostalAddress } from '../foundation'\nimport { consentGroupForHost } from './consent-groups'\nimport type { ContactCustomValue, ContactLifecycleStage } from './crm'\nimport type { EmailState } from './email-state'\nimport { heldScopeTokens } from './scope-tokens'\nimport {\n  CAPTURED_BY_HOST_FIELD,\n  MARKETING_CONSENT_BY_HOST_FIELD,\n  MARKETING_CONSENT_FIELD,\n  readMarketingBasis,\n  type MarketingBasis,\n} from './marketing-consent'\nimport { refusalsOf, type RetainedRefusals } from './retained-refusals'\n\nexport type ContactSource =\n  | 'form'\n  | 'member'\n  | 'order'\n  | 'booking'\n  | 'newsletter'\n  // AGL-2276: `POST /v1/contacts`. A first-class source rather than a blank\n  // one, because \"where did this person come from\" is the question the\n  // console's source filter exists to answer, and an integration importing a\n  // CRM is a different answer from a visitor filling in a form. Adding it to\n  // the union is what makes `SOURCE_LABELS` and the filter cover it — a raw\n  // string written past the type would render as `api` and match no filter.\n  | 'api'\n  // CRM v2 (AGL-2595): the two doors that are not a capture at all. A person\n  // typed into the console by a member of the team, and a person who arrived\n  // in a file. Both are first-class for the reason `api` is — a merchant\n  // asking \"who did we add ourselves\" and \"who came from the spreadsheet\" is\n  // asking the source filter, and a source the union does not name is one it\n  // cannot answer for.\n  | 'manual'\n  | 'import'\n  // AGL-3185: the platform's own console — an account created there, and\n  // the product-updates decision that account makes at sign-up, in its\n  // preferences or at the one-time prompt. First-class for the reason `api`\n  // is: the operator's CRM asks \"who signed up for the product\", and\n  // `member` is a SITE's member, which an account holder of the platform\n  // is not.\n  | 'account'\n\n/**\n * How a capture source reads on screen.\n *\n * Typed `Record<ContactSource, string>` so a source added to the union cannot\n * ship without a label, and kept beside the union rather than in the console\n * that first needed it: the contacts filter, the campaign audience and the\n * dynamic-list rule editor all name the same six sources, and three copies of\n * this map is three places for `order` to stop reading as \"Customer\".\n */\nexport const CONTACT_SOURCE_LABELS: Record<ContactSource, string> = {\n  form: 'Form',\n  member: 'Member',\n  order: 'Customer',\n  booking: 'Booking',\n  newsletter: 'Newsletter',\n  api: 'API',\n  manual: 'Added by hand',\n  import: 'Import',\n  account: 'Account',\n}\n\nexport interface ContactInteraction {\n  type: ContactSource\n  /** Source doc id (formSubmissions/siteMembers/orders/bookings). */\n  refId?: string\n  /** Epoch millis — Timestamps don't serialize into arrays cleanly. */\n  atMs: number\n  summary?: string\n  /**\n   * WHICH SITE this interaction happened on.\n   *\n   * A contact document is shared by every site in the org — one human who\n   * touched two sites is one person, and splitting them into two rows would\n   * bill the org twice for the same address and lose the dedupe that makes a\n   * multi-brand account worth having. But the HISTORY on that shared row is\n   * not shared: a booking made on one client's site is that client's, and a\n   * timeline that cannot be split by site shows an agency's client the other\n   * clients' activity.\n   *\n   * Optional because a row written before this field existed carries none,\n   * and an interaction whose site is unknown must read as unattributed rather\n   * than be assigned to whoever is looking. Nothing may infer it from the\n   * contact's own capture attribution: `capturedByHostIds` says which sites\n   * met this person, not which of them produced any particular visit.\n   */\n  hostId?: string\n  /**\n   * THE ENTRY POINT: the form this capture came in through.\n   *\n   * `sources` answers \"what KIND of surface met this person\" and is what the\n   * console's capture filter reads; it cannot answer \"which form\", because\n   * every form on the site sets the same `form` flag. The id rather than the\n   * name, for the reason the submission carries the id: a form's caption is\n   * editable and a stored name splits the moment somebody renames it.\n   *\n   * Beside {@link refId} rather than derived from it. The submission the\n   * interaction names does carry the form, but reading it back would be a\n   * document read per row of a timeline the console renders straight out of\n   * the contact.\n   */\n  formId?: string\n  /**\n   * THE ENTRY POINT: the page the person was on when this happened.\n   *\n   * The same `path` the submission stores. It belongs on the interaction and\n   * not on the contact, because a person who came in through the pricing page\n   * and returned through a blog post has two entry points and one row —\n   * a single field at the top would keep whichever capture wrote last.\n   */\n  path?: string\n}\n\n/** `orgs/{orgId}/contacts/{contactId}` doc shape. */\nexport interface HostContact {\n  /** Normalized (trimmed, lowercased) email — the dedupe key. */\n  email: string\n  name?: string\n  sources: Partial<Record<ContactSource, true>>\n  /** Newest-first, capped — the profile timeline. */\n  interactions: ContactInteraction[]\n  tags?: string[]\n  notes?: string\n  /**\n   * Every site that has captured this person, in no order.\n   *\n   * An ARRAY and a top-level field, because this is the one attribution that\n   * has to survive being a QUERY: \"everyone captured on A, B or C\" is an\n   * audience, and `array-contains-any` is what answers it. The per-interaction\n   * host says which visit belonged to whom; this says which sites have a\n   * relationship at all, and only the second shape can be filtered on in\n   * Firestore.\n   *\n   * Grows by `arrayUnion` on every capture, including the ones that merge\n   * onto an existing row — which is exactly what the create-only `hostId`\n   * beside it could never do.\n   */\n  capturedByHostIds?: string[]\n  /**\n   * Every form this person has come in through, in no order (AGL-2612).\n   *\n   * The entry point proper is `interactions[].formId` inside the capturing\n   * holder's facet, and that stays the record: which form produced which\n   * visit is one holder's business. But Firestore cannot select documents\n   * by a field of an array ELEMENT, and a facet path is per group, so\n   * \"everyone who filled in this form\" — the question the form's own page\n   * asks of the Contacts list — has to be a top-level array an\n   * `array-contains` can hit, exactly as `capturedByHostIds` is for sites\n   * and `companyIds` is for companies. A form id is minted under one site,\n   * so a query on it is one site's captures by construction.\n   *\n   * Grows by `arrayUnion` on every form capture, create or merge, bounded at\n   * {@link CONTACT_FORM_IDS_CAP}: a person who has filled in more forms than\n   * that keeps the first twenty and the timeline keeps the rest. The facet is\n   * the truth and this is its index — a reader answering \"which form\" reads\n   * the interaction; only a QUERY reads this.\n   */\n  formIds?: string[]\n  /*\n   * SEARCH KEYS (AGL-2596), and nothing more.\n   *\n   * The console's global search reads a window of contact documents and\n   * matches over their top-level fields; it never resolves a holder's facet,\n   * because it is one search over a dozen collections and a facet read is a\n   * contacts-only idea. So the two profile values a person is looked up BY —\n   * their phone number and the company they work for — are mirrored here by\n   * every writer that sets them on a facet, as plain values a query can hit.\n   *\n   * The FACET is the record. These are a last-writer-wins echo of it: two\n   * holders who keep different numbers for one person each overwrite the\n   * echo and each keep their own facet value, and nothing renders these to a\n   * reader — the list, the record page and the export all read through the\n   * viewing group's facet. `ORG_CONTACT_FIELDS` below is an allow-list, so\n   * neither reaches the org view either.\n   */\n  /** E.164, mirrored from the last facet write that set one. */\n  phone?: string\n  /** The company name as typed, mirrored the same way. */\n  companyName?: string\n  /**\n   * The OTHER addresses this person answers to (AGL-2625).\n   *\n   * A contact is keyed on one email, so one human with a work address and a\n   * personal one is two documents until somebody merges them. The merge keeps\n   * the survivor's `email` as the identity and records the merged record's\n   * address here, so a later capture on it — a form filled in from the\n   * personal account — resolves to this row rather than minting the second\n   * document again. `emailIndex` (see {@link CONTACT_EMAIL_INDEX_COLLECTION})\n   * is the lookup; this array is the record of why an entry there points\n   * where it does, and what the record page shows as \"also\".\n   *\n   * Shared identity like `email`, not a facet field: which addresses are one\n   * person is a fact about the person, and a holder that did not perform the\n   * merge still needs its capture on the alternate address to land on the\n   * shared row. Bounded at {@link CONTACT_ALTERNATE_EMAILS_CAP}.\n   */\n  alternateEmails?: string[]\n  /**\n   * When the earliest OPEN task filed against this person is due, epoch\n   * ms, or `null` when none is (AGL-2661) — see `CrmDeal.nextTaskAtMs` in\n   * `crm.ts` for the rule. On the SHARED row rather than a facet, because a\n   * task lives at the organization level and names the contact, not a\n   * holder's view of them.\n   */\n  nextTaskAtMs?: number | null\n  /**\n   * The last verdict on the address (AGL-3245) — bounced, blocked,\n   * unsubscribed, do-not-contact — written by the platform's senders only,\n   * on the SHARED row because the address is shared. Absent means nothing\n   * is known. See `email-state.ts`.\n   */\n  emailState?: EmailState\n}\n\n/** Timeline cap: keeps the doc small; older interactions age out. */\nexport const CONTACT_INTERACTIONS_CAP = 50\n\n/** The field holding {@link HostContact.alternateEmails}. */\nexport const CONTACT_ALTERNATE_EMAILS_FIELD = 'alternateEmails'\n\n/**\n * The most alternate addresses one contact carries. Ten is past any real\n * person's mailbox count, and it bounds the index writes one merge fans out.\n */\nexport const CONTACT_ALTERNATE_EMAILS_CAP = 10\n\n/**\n * `orgs/{orgId}/emailIndex/{personKey}` → `{ email, contactId }` (AGL-2625).\n *\n * The address-to-contact lookup the capture door consults BEFORE the\n * per-document `email ==` query, so an address recorded as an alternate on a\n * merged row resolves to the survivor. Keyed by `personKey` — the sha256 of\n * the normalized address — so a document id never carries the address\n * itself, the same derivation a lead and a list membership use.\n *\n * WRITTEN LAZILY, never backfilled: the query on `email` stays as the\n * fallback, and a contact that has no entry gets one on the next write that\n * finds it. A row the index has never seen therefore costs one extra read\n * once, and nothing needs to run over the existing collection.\n *\n * Server-written only; the rules close it to every client.\n */\nexport const CONTACT_EMAIL_INDEX_COLLECTION = 'emailIndex'\n\n/**\n * Every address a contact answers to — the primary first, then the\n * alternates — normalized and deduplicated, so an index writer and a lead\n * lookup walk one list.\n */\nexport function contactEmails(\n  contact: Record<string, unknown> | null | undefined,\n): string[] {\n  const out: string[] = []\n  const seen = new Set<string>()\n  const push = (value: unknown) => {\n    const email = normalizeContactEmail(value)\n    if (email && !seen.has(email)) {\n      seen.add(email)\n      out.push(email)\n    }\n  }\n  push((contact ?? {})['email'])\n  const alternates = (contact ?? {})[CONTACT_ALTERNATE_EMAILS_FIELD]\n  if (Array.isArray(alternates)) alternates.forEach(push)\n  return out\n}\n\n/** The top-level field naming every form a contact came in through — see `HostContact.formIds`. */\nexport const CONTACT_FORM_IDS_FIELD = 'formIds'\n\n/**\n * How many forms the {@link CONTACT_FORM_IDS_FIELD} mirror holds.\n *\n * The same figure as the tag cap: enough that no real person reaches it,\n * small enough that the array never becomes the document. Past it the\n * capture stops adding rather than dropping the oldest, because the mirror\n * is an index of the facet's timeline and an index that silently forgets an\n * entry the timeline still holds would answer a form's contact list wrongly\n * in the one direction nobody would notice.\n */\nexport const CONTACT_FORM_IDS_CAP = 20\n\nconst EMAIL_PATTERN = /^[^\\s@]+@[^\\s@]+\\.[^\\s@]+$/\n\n/** Normalized dedupe key, or null when the input isn't a usable email. */\nexport function normalizeContactEmail(input: unknown): string | null {\n  const email = String(input ?? '')\n    .trim()\n    .toLowerCase()\n  return EMAIL_PATTERN.test(email) && email.length <= 320 ? email : null\n}\n\n/**\n * First usable email in a free-form form-submission fields map — forms\n * don't guarantee a canonical email field, so prefer keys that look like\n * email fields before falling back to any email-shaped value.\n */\nexport function extractEmailFromFields(\n  fields: Record<string, unknown> | null | undefined,\n): string | null {\n  const entries = Object.entries(fields ?? {})\n  const preferred = entries.find(([key]) => /email/i.test(key))\n  const fromPreferred = normalizeContactEmail(preferred?.[1])\n  if (fromPreferred) return fromPreferred\n  for (const [, value] of entries) {\n    const email = normalizeContactEmail(value)\n    if (email) return email\n  }\n  return null\n}\n\n/**\n * Merges a new interaction into a contact: source flag set, interaction\n * prepended, timeline capped. Pure — the caller persists the result.\n */\nexport function mergeContactInteraction(\n  existing: Pick<HostContact, 'sources' | 'interactions'> & {\n    name?: string\n  },\n  update: { source: ContactSource; interaction: ContactInteraction; name?: string },\n): Pick<HostContact, 'sources' | 'interactions'> & { name?: string } {\n  return {\n    // Existing names win — a later anonymous form shouldn't blank a name.\n    name: existing.name || update.name,\n    sources: { ...existing.sources, [update.source]: true as const },\n    interactions: [update.interaction, ...(existing.interactions ?? [])].slice(\n      0,\n      CONTACT_INTERACTIONS_CAP,\n    ),\n  }\n}\n\n/**\n * THE PER-HOLDER FACET on a shared contact document.\n *\n * ## What is shared and what is not\n *\n * One human who touched two sites is ONE document. That is not a compromise:\n * it is the dedupe the shared address book exists for, it is what keeps a\n * bounce and a suppression describing one person, and it is what makes a\n * multi-brand account bill once for one human instead of once per site. A\n * document per host would push an agency toward twelve separate accounts and\n * throw the whole advantage away.\n *\n * But almost nothing ON that document is legitimately shared.\n *\n *  - **SHARED IDENTITY** — `email`, and the canonical `name`. One human, one\n *    identity. This is the only part two unrelated businesses may both see,\n *    and it is the minimum that makes them one row.\n *  - **PER-HOLDER FACET** — everything in this interface. A note, a tag, a\n *    call log and a lifetime value are the HOLDER's own business records.\n *    Host A's note about a customer is Host A's; a competitor sharing the\n *    platform must not read it, and while these lived at the top of the\n *    document every site in the org could.\n *  - **CONSENT AND VISIBILITY** — per declared group, decided by\n *    `marketing-consent.ts` and by `visibleTo`.\n *\n * ## Keyed by GROUP, not by host\n *\n * A business that declared three sites to be one sender is one CRM: a note\n * written on the shop belongs beside the booking made on the booking page,\n * because one team keeps both. Across groups, never — and an undeclared site\n * is a group of one, so the agency case is isolated with nothing configured.\n *\n * ## Commercial figures are per-facet, and that is not a billing change\n *\n * `ltvCents` and `ordersCount` answer \"what is this person worth to ME\". Two\n * unrelated merchants who both sell to one person have two different answers\n * and neither is entitled to the other's. Billing counts DOCUMENTS, and there\n * is still one document, so a person held by two hosts stays one billable\n * contact.\n */\nexport interface ContactFacet {\n  /**\n   * This holder's display name for the person, overriding the canonical one.\n   *\n   * The canonical `name` is shared and mutable, so without this a rename on\n   * one site changes what an unrelated business sees in its own CRM — two\n   * companies that do not know each other exist editing each other's records.\n   * The override is written by whoever edits the name from their own console;\n   * the canonical field stays as the identity of last resort, for a holder\n   * that has never set one.\n   */\n  name?: string\n  /** Which capture surfaces THIS holder saw the person through. */\n  sources: Partial<Record<ContactSource, true>>\n  /** THIS holder's timeline, newest-first and capped. */\n  interactions: ContactInteraction[]\n  /** THIS holder's tags. */\n  tags?: string[]\n  /** THIS holder's notes. */\n  notes?: string\n  /**\n   * The campaigns THIS holder has filed the person under.\n   *\n   * A label on the CRM record, not an audience: who a campaign's mail reaches\n   * is decided by the campaign's lists and by each send's own picker, and\n   * nothing in the send path reads this. It answers \"who did we put in the\n   * spring push\", which is a question about the holder's own working set.\n   *\n   * Per-holder for the reason the notes are: two unrelated businesses sharing\n   * one row must not read each other's segmentation of a person they both\n   * know. See `container-membership.ts` for the field and the path.\n   */\n  campaignIds?: string[]\n  /** Gross of fees and refunds — see `upsertHostContact`. */\n  ltvCents?: number\n  ordersCount?: number\n  lastPurchaseAtMs?: number\n  firstPurchaseAtMs?: number\n  refundedCents?: number\n  refundedOrdersCount?: number\n  lastRefundAtMs?: number\n  /*\n   * CRM v2 (AGL-2595): the profile a sales team keeps on a person.\n   *\n   * Per-holder like everything above them, and for the same reason: a phone\n   * number, a job title, an owner and a lifecycle stage are one business's\n   * knowledge of a person, and two unrelated businesses sharing the row must\n   * not read each other's. `companyId` points at a company document in the\n   * same scope, never at the org's whole company list. `custom` is keyed by\n   * `ContactFieldDefinition.key`, so a holder's field definitions and a\n   * holder's values live under the same group and cannot be joined across\n   * one.\n   *\n   * ⛔ None of these reach the org view. `ORG_CONTACT_FIELDS` is an\n   * allow-list, and the org-view spec seeds every one of these with a\n   * sentinel and proves it never surfaces.\n   */\n  /** E.164 — `normalizePhone` before writing. */\n  phone?: string\n  jobTitle?: string\n  /**\n   * Where this holder met the person — Salesforce's Lead Source, carried\n   * from the lead on conversion and picked from the org's lead source\n   * values after it (AGL-3298). The value's label, as the lead stores it.\n   */\n  leadSource?: string\n  /** `orgs/{orgId}/companies/{companyId}`, in this holder's scope. */\n  companyId?: string\n  /**\n   * The company's name as this holder knows it.\n   *\n   * Free text, so a person can be filed under a company before one exists\n   * as a record; the company picker that later sets `companyId` writes the\n   * picked company's name here too, so the row reads the same whether the\n   * link was made or the name typed. The top-level `companyName` on the\n   * document is the search echo of this value — see `HostContact`.\n   */\n  companyName?: string\n  address?: AglynPostalAddress | null\n  /** The team member responsible for the relationship. */\n  ownerUid?: string\n  lifecycleStage?: ContactLifecycleStage\n  /** Custom field values, keyed by `ContactFieldDefinition.key`. */\n  custom?: Record<string, ContactCustomValue>\n  /**\n   * When this person last OPENED or CLICKED a campaign sent by one of this\n   * holder's sites, epoch ms (AGL-2616).\n   *\n   * Stamped by the delivery webhook, forward-only, on the first open and the\n   * first click of each message — the same bound the per-person rollup on\n   * `emailDeliveries/{key}` keeps, so a reader opening one newsletter six\n   * times is one write. Per-holder because it answers \"is this person still\n   * reading OUR mail\": the address-level rollup counts every sender's mail\n   * and a sibling business's, and a re-engagement audience built on that\n   * would mail people who are reading somebody else.\n   *\n   * Absent until the first engagement after the stamp shipped; a message\n   * opened before then advanced the address-level rollup and nothing here.\n   */\n  lastEmailEngagementAtMs?: number\n  /**\n   * The org-library files THIS holder has attached to the person\n   * (AGL-2662), by media document id.\n   *\n   * Per-holder for the reason every other field here is: an agency running\n   * two client brands has one contact document between them, and a signed\n   * contract one client filed is not the other client's to see. Ids rather\n   * than URLs so a file moved between folders keeps its attachment, and so\n   * a private asset is still served through the signed CDN door.\n   */\n  mediaIds?: string[]\n  /*\n   * SALESFORCE'S STANDARD CONTACT FIELDS (AGL-3515), per holder like the\n   * profile above and for the same reason. Every one of them is personal\n   * data about the person, so none reaches the org view (see\n   * `ORG_CONTACT_FIELDS`) and an erasure takes them with the document.\n   */\n  /** One of the org's salutation values, by label (`Mr.`, `Dr.` …). */\n  salutation?: string\n  /**\n   * The person's given and family names. While either is set, {@link name}\n   * is their composition — see {@link composeContactName} — so every reader\n   * of the display name reads the same person the structured fields name. A\n   * facet holding only `name` keeps it as typed: nothing splits a stored\n   * name into parts after the fact.\n   */\n  firstName?: string\n  lastName?: string\n  department?: string\n  /** E.164, like {@link phone}. */\n  mobilePhone?: string\n  /** E.164. */\n  homePhone?: string\n  /** E.164. */\n  otherPhone?: string\n  /** E.164. */\n  fax?: string\n  /** A calendar date, `YYYY-MM-DD`, never in the future — {@link normalizeContactBirthdate}. */\n  birthdate?: string\n  assistantName?: string\n  /** E.164. */\n  assistantPhone?: string\n  /**\n   * Another contact of the org this holder can see — the person's manager.\n   * Never the contact itself, and never a contact whose own chain leads\n   * back here: `crm/contact-update` refuses both. `null` is \"nobody\" — what\n   * a merge leaves where a pointer would have named the person themselves.\n   */\n  reportsToContactId?: string | null\n  /**\n   * A second postal address. {@link address} is the MAILING address — the\n   * one a letter goes to — and keeps its field name; this is Salesforce's\n   * Other Address beside it.\n   */\n  otherAddress?: AglynPostalAddress | null\n  /**\n   * The person asked not to be phoned. Stored only as `true`; absent is\n   * \"may be called\". A hint beside every number and on the Call button,\n   * never a block: the rep decides.\n   */\n  doNotCall?: boolean\n}\n\n/**\n * The profile's phone fields besides `phone` (AGL-3515), each stored E.164\n * through `normalizePhone`, in the order a record page lists them.\n */\nexport const CONTACT_EXTRA_PHONE_FIELDS = [\n  'mobilePhone',\n  'homePhone',\n  'otherPhone',\n  'fax',\n  'assistantPhone',\n] as const\n\nexport type ContactExtraPhoneField = (typeof CONTACT_EXTRA_PHONE_FIELDS)[number]\n\n/** How each phone field is labeled on screen, in a file and in the docs. */\nexport const CONTACT_PHONE_FIELD_LABELS: Record<'phone' | ContactExtraPhoneField, string> = {\n  phone: 'Phone',\n  mobilePhone: 'Mobile phone',\n  homePhone: 'Home phone',\n  otherPhone: 'Other phone',\n  fax: 'Fax',\n  assistantPhone: 'Assistant phone',\n}\n\n/** The longest first or last name a facet keeps — the composed name stays within 120. */\nexport const CONTACT_NAME_PART_MAX = 59\n\n/**\n * The display name a holder's first and last names make: `\"First Last\"`,\n * either alone, or `''` when neither is set — Salesforce's Name, less the\n * salutation, which is a form of address and not part of who the person is.\n */\nexport function composeContactName(firstName: unknown, lastName: unknown): string {\n  const part = (value: unknown) =>\n    String(value ?? '')\n      .trim()\n      .replace(/\\s+/g, ' ')\n      .slice(0, CONTACT_NAME_PART_MAX)\n  return [part(firstName), part(lastName)].filter(Boolean).join(' ')\n}\n\n/** The sentence a birthdate that cannot be stored is refused with. */\nexport const CONTACT_BIRTHDATE_REFUSAL =\n  'Birthdate must be a past date written YYYY-MM-DD, like 1984-07-21.'\n\n/**\n * A birthdate as stored: `YYYY-MM-DD` for a real calendar date that is not\n * in the future, `''` for a blank (a clear), and `null` for anything else.\n *\n * \"Not in the future\" is judged against the latest calendar day anywhere on\n * Earth (UTC+14), so a person entering today's date where the day has\n * already turned is never refused.\n */\nexport function normalizeContactBirthdate(value: unknown, nowMs = Date.now()): string | null {\n  const text = String(value ?? '').trim()\n  if (!text) return ''\n  const match = /^(\\d{4})-(\\d{2})-(\\d{2})$/.exec(text)\n  if (!match) return null\n  const [year, month, day] = [Number(match[1]), Number(match[2]), Number(match[3])]\n  const date = new Date(Date.UTC(year, month - 1, day))\n  if (\n    year < 1000 ||\n    date.getUTCFullYear() !== year ||\n    date.getUTCMonth() !== month - 1 ||\n    date.getUTCDate() !== day\n  ) {\n    return null\n  }\n  const latestToday = new Date(nowMs + 14 * 60 * 60 * 1000).toISOString().slice(0, 10)\n  return text > latestToday ? null : text\n}\n\n/** The map field holding the facets: `{ [groupId]: ContactFacet }`. */\nexport const CONTACT_FACETS_FIELD = 'facets'\n\n/**\n * The facet one group holds, or an empty one.\n *\n * `map[groupId]` — a lookup, not a search, for the reason the consent map is\n * shaped the same way: there is no expression of this form that returns\n * another holder's notes.\n *\n * An absent facet reads EMPTY rather than falling back to the top-level\n * fields. A fallback would hand every holder in the org the fields the\n * pre-facet document carried at its top, which is the disclosure this shape\n * exists to end; the migration moves them into the capturing group's facet\n * instead.\n */\nexport function readContactFacet(\n  contact: Record<string, unknown> | null | undefined,\n  groupId: string,\n): ContactFacet {\n  const facets = (contact ?? {})[CONTACT_FACETS_FIELD]\n  const facet =\n    facets && typeof facets === 'object' && !Array.isArray(facets)\n      ? (facets as Record<string, unknown>)[groupId]\n      : undefined\n  if (!facet || typeof facet !== 'object' || Array.isArray(facet)) {\n    return { sources: {}, interactions: [] }\n  }\n  const value = facet as Record<string, unknown>\n  return {\n    ...(value as unknown as ContactFacet),\n    sources: (value['sources'] ?? {}) as ContactFacet['sources'],\n    interactions: Array.isArray(value['interactions'])\n      ? (value['interactions'] as ContactInteraction[])\n      : [],\n  }\n}\n\n/**\n * The facet of a person the ORGANIZATION holds rather than a site (AGL-4122):\n * someone added by hand at the organization level with no Source site, where\n * the record belongs to the whole org and no site has met them.\n *\n * A key in the same map as a consent group's id and read the same way, so the\n * record page, the update route and every reader of a facet serve this person\n * without knowing the difference. Never a consent group's own id: those are\n * Firestore ids, and `resolveConsentGroup` does not mint this one.\n */\nexport const ORG_CONTACT_HOLDER_ID = 'org'\n\n/** The dotted Firestore path to one field of one holder's facet. */\nexport function contactFacetPath(groupId: string, field: string): string {\n  if (!groupId) throw new Error('a contact facet must name a holder')\n  return `${CONTACT_FACETS_FIELD}.${groupId}.${field}`\n}\n\n/**\n * The name a given holder should SEE for this person.\n *\n * Their own override first, the canonical identity second. Nothing falls\n * through to another holder's override: that would be one business's edit\n * showing up in another's CRM, which is the thing the override exists to\n * prevent.\n */\nexport function contactDisplayName(\n  contact: Record<string, unknown> | null | undefined,\n  groupId: string,\n): string {\n  const facet = readContactFacet(contact, groupId)\n  if (facet.name) return facet.name\n  const canonical = (contact ?? {})['name']\n  return typeof canonical === 'string' ? canonical : ''\n}\n\n/**\n * Who a contact is to ONE holder (AGL-4042): the name and the birthdate that\n * holder keeps, and nothing else. For a plugin that was handed a contact id\n * and must recognize the person — a waiver matched at check-in by name and\n * date of birth — without reading the CRM's record. The birthdate is null\n * unless it is a stored calendar date.\n */\nexport function contactIdentityForGroup(\n  contact: Record<string, unknown> | null | undefined,\n  groupId: string,\n): { name: string | null; birthdate: string | null } {\n  if (!contact) return { name: null, birthdate: null }\n  const name = contactDisplayName(contact, groupId).trim()\n  return {\n    name: name || null,\n    // A blank reads as no birthdate, like one that is not a date.\n    birthdate: normalizeContactBirthdate(readContactFacet(contact, groupId).birthdate) || null,\n  }\n}\n\n/**\n * Every group that holds this contact — the reference count behind a detach.\n *\n * Read from `visibleTo` rather than from the facet map, because `visibleTo`\n * is what both enforcement layers actually evaluate: a holder that can still\n * READ the row is still holding it whether or not they ever wrote a note. A\n * count taken from the facets would drop a holder who has one and no facet\n * and leave them able to see a document nothing believes they hold.\n *\n * Less the tokens a share ADDED (AGL-3336): a site the record was shared\n * with sees it and holds nothing, so it must not keep the record alive when\n * its last holder lets go — `heldScopeTokens` is `visibleTo` without them.\n */\nexport function contactHolderTokens(\n  contact: Record<string, unknown> | null | undefined,\n): string[] {\n  return heldScopeTokens(contact)\n}\n\n/** What a holder letting go of a contact should do to the document. */\nexport type ContactDetach =\n  | {\n      /** Nobody else holds it. Delete the document. */\n      action: 'delete'\n      /**\n       * Every refusal the document holds, every site's and the unscoped one,\n       * which the delete keeps in `retainedRefusals` in the same transaction\n       * — see `retained-refusals.ts`. `null` when it holds none.\n       */\n      retained: RetainedRefusals | null\n    }\n  | {\n      /** Other holders remain. Drop this one's half. */\n      action: 'detach'\n      /**\n       * Field-level removals, as a patch. Dotted paths so the OTHER holders'\n       * facets and consent entries are untouched — a nested write would\n       * replace the whole map and take every other holder's records with it.\n       *\n       * A consent entry that is a REFUSAL is not among them: it stays on the\n       * document for the holders that remain, because a person's \"no\" is not\n       * the leaving holder's to take with it.\n       */\n      remove: string[]\n      /** Scope tokens to pull out of `visibleTo`. */\n      removeTokens: string[]\n      /** Host ids to pull out of the capture attribution. */\n      removeHostIds: string[]\n    }\n\n/**\n * DELETE IS A DETACH.\n *\n * One holder removing a contact from their own CRM must not destroy another\n * holder's relationship with that person: they have their own notes, their\n * own order history and their own consent, none of which the deleting holder\n * ever had a claim on. So a delete drops the deleting group's facet, its\n * consent grants, its capture attribution and its scope tokens — and the\n * DOCUMENT dies only when the last holder lets go.\n *\n * A REFUSAL IS NOT LET GO (AGL-3338). The list gate reads a stored refusal\n * as the one fact an operator's attestation cannot overrule, so a detach\n * leaves the leaving group's refusal entries on the document, and a delete\n * answers every refusal the document holds for the caller to retain beside\n * the delete. Read off the document's own data: a table row's projection\n * carries neither the consent map nor the unscoped field.\n *\n * ⛔ This is NOT the erasure path. A privacy erasure removes the person\n * everywhere regardless of how many holders remain, and routing it through\n * reference counting would turn a lawful erasure into a partial one — the same\n * absent-versus-invisible defect this area keeps hitting, in the one place\n * where getting it wrong is a legal failure rather than a bug. Erasure calls\n * the document delete directly and must never consult this function.\n *\n * @param group the holder letting go, with every site it covers.\n */\nexport function planContactDetach(\n  contact: Record<string, unknown> | null | undefined,\n  group: { groupId: string; hostIds: readonly string[] },\n): ContactDetach {\n  const held = contactHolderTokens(contact)\n  const leaving = new Set(group.hostIds.map((id) => `host:${id}`))\n  /*\n   * A remaining holder is a token naming somebody else. `'org'` counts as one\n   * and blocks the delete on purpose: an org-wide row is held by every site\n   * in the account, so one site letting go leaves it held. Narrowing it would\n   * be a scope decision, and a delete button is not where that belongs.\n   */\n  const remaining = held.filter((token) => !leaving.has(token))\n  if (!remaining.length) return { action: 'delete', retained: refusalsOf(contact) }\n  const refused = refusalsOf(contact)?.byHost ?? {}\n  return {\n    action: 'detach',\n    remove: [\n      `${CONTACT_FACETS_FIELD}.${group.groupId}`,\n      ...group.hostIds\n        .filter((id) => !(id in refused))\n        .map((id) => `${MARKETING_CONSENT_BY_HOST_FIELD}.${id}`),\n    ],\n    removeTokens: [...leaving],\n    removeHostIds: [...group.hostIds],\n  }\n}\n\n/**\n * The interactions one group of sites may see on a shared contact.\n *\n * An interaction with NO host is shown to everyone: it predates the\n * attribution, so hiding it would empty every existing timeline, and it is\n * already visible to anyone who can read the row. An interaction that names a\n * site is shown only to that site's own group — the agency case, where one\n * client must not read another client's bookings off a person they both know.\n */\nexport function interactionsForGroup(\n  interactions: readonly ContactInteraction[] | undefined,\n  hostIds: readonly string[],\n): ContactInteraction[] {\n  const reach = new Set(hostIds)\n  return (interactions ?? []).filter(\n    (interaction) => !interaction.hostId || reach.has(interaction.hostId),\n  )\n}\n\n/** `orgs/{orgId}/contactSegments/{id}` — a saved audience filter. */\nexport interface ContactSegment {\n  name: string\n  /** Match contacts sharing at least one tag (empty = any). */\n  tags?: string[]\n  /** Match contacts with at least one of these sources (empty = any). */\n  sources?: ContactSource[]\n}\n\n/** Segment matching (AGL-199): AND across filter kinds, OR within one. */\nexport function contactMatchesSegment(\n  contact: Pick<HostContact, 'tags' | 'sources'>,\n  segment: Pick<ContactSegment, 'tags' | 'sources'>,\n): boolean {\n  if (segment.tags?.length) {\n    const contactTags = new Set(\n      (contact.tags ?? []).map((tag) => tag.toLowerCase()),\n    )\n    if (!segment.tags.some((tag) => contactTags.has(tag.toLowerCase()))) {\n      return false\n    }\n  }\n  if (segment.sources?.length) {\n    if (!segment.sources.some((source) => contact.sources?.[source])) {\n      return false\n    }\n  }\n  return true\n}\n\n/*==========================================\n * THE ORG-LEVEL VIEW: the complement of the facet reader above.\n *\n * {@link readContactFacet} answers \"what does THIS holder know about this\n * person\". Everything below answers the question no host page can:\n *\n *   who does this ORGANIZATION know, and which of its sites know them.\n *\n * That question is the entire justification for one shared document. Dedupe,\n * suppression and honest billing all rest on one human being one row, and\n * with no surface that shows the deduped person the model's benefit is\n * invisible and the billing unit — unique people per org — looks arbitrary.\n *\n * ## The org view crosses the host boundary, so it carries LESS, not more\n *\n * It is the one place in the product designed to read across holders, which\n * makes it the one place where a careless field re-creates the disclosure the\n * facets exist to end. So the projection is an ALLOW-LIST\n * ({@link ORG_CONTACT_FIELDS}) rather than an omission: identity, capture\n * attribution and consent state. Notes, tags, timelines, call logs and\n * commercial figures are the holder's own business records and are not read\n * here at all — not summarized, not counted, not indicated by their absence.\n *\n * An allow-list rather than a `delete facets` is the load-bearing choice. A\n * subtraction is correct only for as long as somebody remembers to extend it,\n * and a field added to {@link ContactFacet} tomorrow would ride out through a\n * subtraction and be caught by an allow-list.\n *\n * ## The NAME is the canonical one, never a holder's override\n *\n * {@link contactDisplayName} prefers the viewing group's own override, which\n * is right on a host page and wrong here: an override is a name ONE business\n * chose, and rendering it at org level shows an agency the label its client\n * picked. The shared identity is what every holder already sees, so it is the\n * only name that belongs to the org.\n *=========================================*/\n\n/**\n * Every field of a contact document the org view may read.\n *\n * Stated as a value so it can be asserted against — see the org-view spec,\n * which seeds each facet field with a sentinel and proves none of them\n * reaches a row.\n */\nexport const ORG_CONTACT_FIELDS = [\n  'email',\n  'name',\n  CAPTURED_BY_HOST_FIELD,\n  MARKETING_CONSENT_BY_HOST_FIELD,\n  MARKETING_CONSENT_FIELD,\n] as const\n\n/**\n * What one site's relationship with one person amounts to, at org level.\n *\n * Consent is per (contact, host-or-group) and there is no expression that\n * returns another controller's grant, so a row cannot carry one consent\n * verdict. It carries one PER CAPTURING SITE, each naming the controller it\n * was read for — a bare \"consented\" with nobody attached would be exactly the\n * confusion the per-brand model was built to prevent.\n */\nexport interface OrgContactHostConsent {\n  /** The site this verdict answers about, and no other. */\n  hostId: string\n  /** The controller the basis runs to — the declared group, or the site. */\n  groupId: string\n  /**\n   * The group's disclosed name, or `null` for a site that pools with nobody.\n   *\n   * `null` is not \"unknown\": it is the group of one, where the site's own\n   * name is the disclosure and inventing a second would put a label in front\n   * of a reader that nothing else uses.\n   */\n  groupName: string | null\n  /** Whether the controller is a DECLARED group rather than the site alone. */\n  declared: boolean\n  /** `granted` | `declined` | `unrecorded` — never collapsed to a boolean. */\n  basis: MarketingBasis\n}\n\n/** One person, as the organization may see them across all of its sites. */\nexport interface OrgContactRow {\n  $id: string\n  /** The dedupe key, and the reason two captures are one row. */\n  email: string\n  /** The SHARED identity. Never a holder's own override. */\n  name: string\n  /** Every site that has captured this person, sorted for a stable render. */\n  capturedByHostIds: string[]\n  /**\n   * One verdict per capturing site, in the same order. For a person no site\n   * captured, one per site their consent is recorded on, sorted.\n   */\n  consent: OrgContactHostConsent[]\n}\n\n/**\n * Every site that has captured this person.\n *\n * Sorted, because the array is maintained by `arrayUnion` and therefore\n * carries capture order, which is not an order anything should render: two\n * readers of the same row would see the sites in different places on the\n * screen depending on which site met the person first.\n */\nexport function contactCaptureHostIds(\n  contact: Record<string, unknown> | null | undefined,\n): string[] {\n  const raw = (contact ?? {})[CAPTURED_BY_HOST_FIELD]\n  if (!Array.isArray(raw)) return []\n  return [\n    ...new Set(\n      raw\n        .map((id) => String(id ?? '').trim())\n        .filter((id): id is string => id !== ''),\n    ),\n  ].sort()\n}\n\n/**\n * One contact document, projected to what an ORG may see.\n *\n * @param org - the org document — the only input that can resolve a declared\n *   consent group, and required for that reason. Without it every site reads\n *   as a group of one, which understates the disclosure a person was given\n *   and is the safe direction to be wrong in.\n */\nexport function orgContactRow(\n  contact: Record<string, unknown> | null | undefined,\n  contactId: string,\n  org: Record<string, unknown> | null | undefined,\n): OrgContactRow {\n  const record = contact ?? {}\n  const capturedByHostIds = contactCaptureHostIds(record)\n  // A person no site captured was added at the organization level, and their\n  // consent is recorded on each site without one having met them.\n  const consentByHost = record[MARKETING_CONSENT_BY_HOST_FIELD]\n  const consentHostIds =\n    capturedByHostIds.length || !consentByHost || typeof consentByHost !== 'object'\n      ? capturedByHostIds\n      : Object.keys(consentByHost).sort()\n  return {\n    $id: contactId,\n    email: typeof record['email'] === 'string' ? record['email'] : '',\n    name: typeof record['name'] === 'string' ? record['name'] : '',\n    capturedByHostIds,\n    consent: consentHostIds.map((hostId) => {\n      /*\n       * READ FOR THE SITE, one call per site. `readMarketingBasis` requires\n       * the group it is being read for and has no default, so this cannot\n       * accidentally report a grant that belongs to somebody else — the\n       * argument is the guarantee, and passing the whole row through one\n       * call would have had to invent a controller to ask about.\n       */\n      const group = consentGroupForHost(org, hostId)\n      const { basis } = readMarketingBasis(record, group)\n      return {\n        hostId,\n        groupId: group.groupId,\n        groupName: group.name,\n        declared: group.declared,\n        basis,\n      }\n    }),\n  }\n}\n\n/**\n * How a basis reads on screen.\n *\n * Three labels because there are three states. \"Opted in\" and \"No record\" are\n * not opposites and must never collapse into one negative: absence is the\n * commonest case by far — a record captured before the checkbox existed — and\n * showing it as a refusal would tell a merchant they may not mail somebody\n * who never said so.\n */\nexport const MARKETING_BASIS_LABELS: Record<MarketingBasis, string> = {\n  granted: 'Opted in',\n  declined: 'Opted out',\n  unrecorded: 'No record',\n}\n\n/**\n * One consent verdict, WITH THE CONTROLLER IT RUNS TO, as one string.\n *\n * ⛔ There is no function here that returns a basis on its own, and that is\n * the point. A basis is per (person, controller): the same person can be\n * opted in to one brand in an org and opted out of another, so \"consented\"\n * with nobody attached is not a shortened truth, it is a different and false\n * claim — precisely the confusion the per-brand model was built to prevent.\n * Joining the two into a single value is what stops a caller rendering half\n * of it.\n *\n * The controller is the DECLARED GROUP when there is one, because that is who\n * the person was told they would hear from, and the site otherwise. A group\n * of one is named by the site, which is what the capture surface already\n * showed them.\n *\n * @param siteName - how this site reads — the caller resolves it, since the\n *   contact document holds ids and not names. An empty one falls back to the\n *   id: a site whose name cannot be resolved must still be NAMED, because\n *   dropping it would understate which brands hold a relationship.\n */\nexport function orgContactConsentLabel(\n  entry: OrgContactHostConsent,\n  siteName?: string,\n): string {\n  const controller = entry.declared\n    ? 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package/src/lib/app-utils/crm.d.ts

@@ -654,6 +654,12 @@ export interface CrmTask extends Omit<CrmScoped, 'hostId'> {
 }
 /** How an activity kind reads on screen — typed so a kind cannot ship unlabeled. */
 export declare const CRM_ACTIVITY_KIND_LABELS: Record<CrmActivityKind, string>;
+/**
+ * How a kind reads after a direction — "Inbound call", "Outbound WhatsApp
+ * message". Its own map rather than the label lowercased, because a brand
+ * keeps its capitals and a channel's name is not the thing that was sent.
+ */
+export declare const CRM_ACTIVITY_KIND_NOUNS: Record<CrmActivityKind, string>;
 /**
  * Whether a kind takes an outcome and a duration.
  *
@@ -2407,6 +2413,11 @@ export declare const CRM_PICKLIST_DEFINITIONS: readonly [{
         readonly field: "contactRoles";
         readonly arrayKey: "role";
         readonly keyField: "contactRoleKeys";
+    }, {
+        readonly object: "company";
+        readonly field: "contactRoles";
+        readonly arrayKey: "role";
+        readonly keyField: "contactRoleKeys";
     }];
 }, {
     readonly id: "taskStatus";

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

@@ -518,7 +518,7 @@ export const CRM_TASK_KIND_LABELS = {
  * How a kind reads after a direction — "Inbound call", "Outbound WhatsApp
  * message". Its own map rather than the label lowercased, because a brand
  * keeps its capitals and a channel's name is not the thing that was sent.
- */ const CRM_ACTIVITY_KIND_NOUNS = {
+ */ export const CRM_ACTIVITY_KIND_NOUNS = {
     call: 'call',
     email: 'email',
     text: 'text message',
@@ -2909,9 +2909,9 @@ export function isCrmPicklistObject(value) {
 };
 /**
  * Salesforce's Opportunity Contact Role (AGL-3521): the part a contact
- * plays on a deal. Plain; the label sits in each entry of the deal's
- * `contactRoles`, and `contactRoleKeys` lists their keys, which is how a
- * rename or a delete finds the deals to rewrite.
+ * plays on a deal, and on a company (AGL-4122). Plain; the label sits in each
+ * entry of the record's `contactRoles`, and `contactRoleKeys` lists their
+ * keys, which is how a rename or a delete finds the records to rewrite.
  */ const OPPORTUNITY_CONTACT_ROLE_DEFINITION = {
     id: 'opportunityContactRole',
     label: 'Contact role',
@@ -2962,6 +2962,12 @@ export function isCrmPicklistObject(value) {
             field: 'contactRoles',
             arrayKey: 'role',
             keyField: 'contactRoleKeys'
+        },
+        {
+            object: 'company',
+            field: 'contactRoles',
+            arrayKey: 'role',
+            keyField: 'contactRoleKeys'
         }
     ]
 };