@aglyn/plugins-crm 1.0.0-beta.150 → 1.0.0-beta.152

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.150",
+  "version": "1.0.0-beta.152",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,18 +25,18 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.150",
-    "@aglyn/shared-data-enums": "1.0.0-beta.150",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.150",
-    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.150",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.150",
-    "@aglyn/shared-ui-next": "1.0.0-beta.150",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.150",
-    "@aglyn/shared-util-email": "1.0.0-beta.150",
-    "@aglyn/shared-util-http": "1.0.0-beta.150",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.150",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.150",
-    "@aglyn/tenant-runtime": "1.0.0-beta.150",
+    "@aglyn/aglyn": "1.0.0-beta.152",
+    "@aglyn/shared-data-enums": "1.0.0-beta.152",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.152",
+    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.152",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.152",
+    "@aglyn/shared-ui-next": "1.0.0-beta.152",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.152",
+    "@aglyn/shared-util-email": "1.0.0-beta.152",
+    "@aglyn/shared-util-http": "1.0.0-beta.152",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.152",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.152",
+    "@aglyn/tenant-runtime": "1.0.0-beta.152",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

package/src/lib/server/contacts-import.js

@@ -86,7 +86,7 @@ import { ownerDirectory, readImportRows, resolveImportContext } from "./import-c
  * see — two clients of one agency may each have an "Acme" and must each get
  * their own. Created with the same scope stamp every CRM creator uses, so
  * the company lands exactly where a contact captured on this site would.
- */ async function resolveCompanyId(context, name, cache, tally) {
+ */ async function resolveCompany(context, name, cache, tally) {
     const fields = nameSearchFields(name);
     const cached = cache.get(fields.nameLower);
     if (cached) return cached;
@@ -95,8 +95,15 @@ import { ownerDirectory, readImportRows, resolveImportContext } from "./import-c
     const matches = await companies.where('nameLower', '==', fields.nameLower).limit(10).get();
     const seen = matches.docs.find((doc)=>visibleToTokens(doc.get('visibleTo'), context.readTokens));
     if (seen) {
-        cache.set(fields.nameLower, seen.id);
-        return seen.id;
+        var _seen_get;
+        // The name as the record spells it, not as this row typed it, so the
+        // contact's facet reads the same as the company page.
+        const found = {
+            id: seen.id,
+            name: String((_seen_get = seen.get('name')) != null ? _seen_get : name)
+        };
+        cache.set(fields.nameLower, found);
+        return found;
     }
     /*
    * THE RECORDS BAND (AGL-2611). A company is a record of the same band
@@ -108,7 +115,7 @@ import { ownerDirectory, readImportRows, resolveImportContext } from "./import-c
    * rate never reaches this branch — a rate is what makes the band meter
    * instead of refuse.
    */ const room = await crmRecordsQuotaForOrg(context.org, orgRef);
-    if (!room.allowed) return '';
+    if (!room.allowed) return null;
     const created = await companies.add(_extends({}, fields, {
         hostId: context.hostId,
         visibleTo: context.scopeTokens,
@@ -117,8 +124,12 @@ import { ownerDirectory, readImportRows, resolveImportContext } from "./import-c
         updatedAt: FieldValue.serverTimestamp()
     }));
     tally.created += 1;
-    cache.set(fields.nameLower, created.id);
-    return created.id;
+    const made = {
+        id: created.id,
+        name
+    };
+    cache.set(fields.nameLower, made);
+    return made;
 }
 /**
  * `POST crm/contacts-import` — `{ hostId, rows }` → a {@link ContactImportChunkResult}.
@@ -197,7 +208,7 @@ import { ownerDirectory, readImportRows, resolveImportContext } from "./import-c
                 ownerUid = owners.get(row.ownerEmail);
                 if (!ownerUid) ownersUnresolved.add(row.ownerEmail);
             }
-            const companyId = row.companyName ? await resolveCompanyId(context, row.companyName, companies, companyTally) : undefined;
+            const company = row.companyName ? await resolveCompany(context, row.companyName, companies, companyTally) : null;
             const verdict = await captureHostContact(_extends({
                 hostId: context.hostId,
                 email: row.email
@@ -214,8 +225,9 @@ import { ownerDirectory, readImportRows, resolveImportContext } from "./import-c
                     phone: row.phone
                 } : {}, row.jobTitle ? {
                     jobTitle: row.jobTitle
-                } : {}, companyId ? {
-                    companyId
+                } : {}, company ? {
+                    companyId: company.id,
+                    companyName: company.name
                 } : {}, row.address ? {
                     address: row.address
                 } : {}, ownerUid ? {

package/src/lib/server/contacts-import.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/contacts-import.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 * `POST /api/crm/contacts-import` — one chunk of a contact file, written\n * (AGL-2602).\n *\n * The browser has already read the file and applied the operator's column\n * mapping; what arrives here is up to {@link CONTACT_IMPORT_CHUNK_SIZE} raw\n * rows in the field vocabulary `crm-import.ts` defines. This route judges\n * each one and writes it, and it is the ONLY place either happens: the\n * drawer shows a preview from the same mapper but stores nothing, so a\n * stale tab cannot store something the server would have refused.\n *\n * ## Every row goes through the door every capture goes through\n *\n * `captureHostContact` — the runtime's wrapper over `upsertHostContact`,\n * the one writer of the contacts collection for every door that is not the\n * v1 API: forms, checkout, bookings, the newsletter box — is the writer\n * here too, so a row this file creates raises `contactCreated` like any\n * other capture (AGL-2605). That is what makes an import\n * dedupe on the address the way a second form submission does, land in the\n * capturing group's facet the way a form capture does, record consent\n * against the capturing site, and stop at a hard band where a form\n * capture stops. A bulk path with its own `add()` would be the fastest way\n * to grow an unscoped, unbanded, unconsented copy of the address book.\n *\n * What the door did not know how to write until now — a phone, a title, a\n * company, an owner, a stage, custom values — it now takes as `facet`, and\n * what it did not say until now — created or merged or refused — it now\n * returns as a verdict. Both changes are the door's, so the v1 API and the\n * manual add can reach them next.\n *\n * ## Two lookups paid once per request, not once per row\n *\n * An owner is named by email in the file and stored by uid on the record,\n * so the org's roster is read once and every row resolves against it. A\n * company is named by name and stored by id, so each distinct name is\n * looked up once, created once when missing, and remembered for the rest\n * of the request — two hundred rows at one company is one read and at most\n * one write, not two hundred of each.\n *\n * ## Who may call it\n *\n * `resolveImportContext` (`import-context.ts`) — the two gates every CSV\n * import route asks, shared with the companies import so one permission\n * has one spelling.\n */\n\nimport {\n  type ContactFieldDefinition,\n  CRM_COLLECTIONS,\n  nameSearchFields,\n  type PluginApiHandler,\n  visibleToTokens,\n} from '@aglyn/aglyn/server'\nimport {\n  CONTACT_IMPORT_CHUNK_SIZE,\n  CONTACT_IMPORT_MAX_BODY_BYTES,\n  type ContactImportChunkResult,\n  type ContactImportRawRow,\n  type ContactImportRow,\n  type ContactImportSkippedRow,\n  normalizeContactImportRow,\n} from '../model/crm-import'\nimport { crmRecordsQuotaForOrg, firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport { captureHostContact } from '@aglyn/tenant-runtime'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport {\n  type ImportContext,\n  ownerDirectory,\n  readImportRows,\n  resolveImportContext,\n} from './import-context'\n\n/** The one sentence every imported contact's timeline opens with. */\nexport const CONTACT_IMPORT_INTERACTION_SUMMARY = 'Imported from CSV'\n\n/**\n * The holder's live custom-field definitions.\n *\n * Read in full and filtered in memory: a holder has a handful of fields,\n * and a `where` on `retiredAt` would need an index for a collection that\n * fits in one page. Definitions the caller's scope cannot see are left out\n * for the same reason a value under an undefined key is — a value written\n * under a field the holder's own form will never show is a value nobody\n * can edit.\n */\nasync function loadFieldDefinitions(\n  orgId: string,\n  readTokens: readonly string[],\n): Promise<ContactFieldDefinition[]> {\n  const snapshot = await firebaseAdmin\n    .app()\n    .firestore()\n    .collection('orgs')\n    .doc(orgId)\n    .collection(CRM_COLLECTIONS.contactFields)\n    .limit(200)\n    .get()\n  return snapshot.docs\n    .map((doc) => doc.data() as ContactFieldDefinition)\n    .filter(\n      (field) =>\n        !!field.key &&\n        !field.retiredAt &&\n        visibleToTokens(field.visibleTo, readTokens),\n    )\n}\n\n/**\n * The company a name refers to in this scope, created when there is none.\n *\n * Looked up by `nameLower`, the search twin `nameSearchFields` writes on\n * every company, and narrowed in memory to the ones the caller's scope can\n * see — two clients of one agency may each have an \"Acme\" and must each get\n * their own. Created with the same scope stamp every CRM creator uses, so\n * the company lands exactly where a contact captured on this site would.\n */\nasync function resolveCompanyId(\n  context: Extract<ImportContext, { ok: true }>,\n  name: string,\n  cache: Map<string, string>,\n  tally: { created: number },\n): Promise<string> {\n  const fields = nameSearchFields(name)\n  const cached = cache.get(fields.nameLower)\n  if (cached) return cached\n  const orgRef = firebaseAdmin\n    .app()\n    .firestore()\n    .collection('orgs')\n    .doc(context.orgId)\n  const companies = orgRef.collection(CRM_COLLECTIONS.companies)\n  const matches = await companies\n    .where('nameLower', '==', fields.nameLower)\n    .limit(10)\n    .get()\n  const seen = matches.docs.find((doc) =>\n    visibleToTokens(doc.get('visibleTo'), context.readTokens),\n  )\n  if (seen) {\n    cache.set(fields.nameLower, seen.id)\n    return seen.id\n  }\n  /*\n   * THE RECORDS BAND (AGL-2611). A company is a record of the same band\n   * the contact behind this row will meet at its own door, so on an org\n   * at a full hard band the row gets no company rather than a company it\n   * was not allowed to hold. Nothing is reported here: the contact is\n   * refused `audience-band` a few lines on and the row is listed skipped,\n   * which is the one message the operator needs. A plan with an overage\n   * rate never reaches this branch — a rate is what makes the band meter\n   * instead of refuse.\n   */\n  const room = await crmRecordsQuotaForOrg(context.org as never, orgRef)\n  if (!room.allowed) return ''\n  const created = await companies.add({\n    ...fields,\n    hostId: context.hostId,\n    visibleTo: context.scopeTokens,\n    createdByUid: context.uid,\n    createdAt: FieldValue.serverTimestamp(),\n    updatedAt: FieldValue.serverTimestamp(),\n  })\n  tally.created += 1\n  cache.set(fields.nameLower, created.id)\n  return created.id\n}\n\n/**\n * `POST crm/contacts-import` — `{ hostId, rows }` → a {@link ContactImportChunkResult}.\n *\n * Rows are written one after another rather than in parallel, because the\n * door's create path counts the collection before it adds: two hundred\n * creates racing one another would each count the same audience and each\n * pass a band the last of them should have hit.\n */\nexport const crmContactsImportHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    return res.status(405).json({ error: 'Method not allowed' })\n  }\n  const read = readImportRows<ContactImportRawRow>(req, {\n    maxBodyBytes: CONTACT_IMPORT_MAX_BODY_BYTES,\n    chunkSize: CONTACT_IMPORT_CHUNK_SIZE,\n  })\n  if ('error' in read) return res.status(read.status).json({ error: read.error })\n  try {\n    const context = await resolveImportContext(req)\n    if (context.ok === false) return res.status(context.status).json(context.body)\n\n    const fields = await loadFieldDefinitions(context.orgId, context.readTokens)\n    const skipped: ContactImportSkippedRow[] = []\n    const dropped: Record<string, number> = {}\n    const normalized: { index: number; row: ContactImportRow }[] = []\n    /*\n     * A duplicate WITHIN the request is skipped rather than merged: the\n     * second row would merge onto the first's record and the count would\n     * read one created and one merged for one person in one file, which is\n     * a number the operator cannot reconcile against the rows they sent.\n     * Across requests the door's own dedupe answers, and reports a merge.\n     */\n    const seen = new Set<string>()\n    read.rows.forEach((raw, index) => {\n      const verdict = normalizeContactImportRow(raw, fields)\n      if (verdict.ok === false) {\n        skipped.push({ index, email: verdict.input, reason: verdict.reason })\n        return\n      }\n      if (seen.has(verdict.row.email)) {\n        skipped.push({ index, email: verdict.row.email, reason: 'duplicate' })\n        return\n      }\n      seen.add(verdict.row.email)\n      for (const entry of verdict.row.dropped) {\n        dropped[entry.field] = (dropped[entry.field] ?? 0) + 1\n      }\n      normalized.push({ index, row: verdict.row })\n    })\n\n    const owners = await ownerDirectory(\n      context.orgId,\n      normalized.map((entry) => entry.row),\n    )\n    const ownersUnresolved = new Set<string>()\n    const companies = new Map<string, string>()\n    const companyTally = { created: 0 }\n    let created = 0\n    let merged = 0\n\n    for (const { index, row } of normalized) {\n      let ownerUid: string | undefined\n      if (row.ownerEmail) {\n        ownerUid = owners.get(row.ownerEmail)\n        if (!ownerUid) ownersUnresolved.add(row.ownerEmail)\n      }\n      const companyId = row.companyName\n        ? await resolveCompanyId(context, row.companyName, companies, companyTally)\n        : undefined\n      const verdict = await captureHostContact({\n        hostId: context.hostId,\n        email: row.email,\n        ...(row.name ? { name: row.name } : {}),\n        source: 'import',\n        interaction: { summary: CONTACT_IMPORT_INTERACTION_SUMMARY },\n        marketingConsent: row.marketingConsent,\n        tags: row.tags,\n        facet: {\n          ...(row.phone ? { phone: row.phone } : {}),\n          ...(row.jobTitle ? { jobTitle: row.jobTitle } : {}),\n          ...(companyId ? { companyId } : {}),\n          ...(row.address ? { address: row.address } : {}),\n          ...(ownerUid ? { ownerUid } : {}),\n          ...(row.lifecycleStage ? { lifecycleStage: row.lifecycleStage } : {}),\n          ...(Object.keys(row.custom).length ? { custom: row.custom } : {}),\n        },\n        // An import is the merchant's own act and files nobody under a\n        // campaign; the picker on the profile is where that happens.\n        campaignIds: [],\n      })\n      if ('refused' in verdict) {\n        skipped.push({\n          index,\n          email: row.email,\n          reason:\n            verdict.refused === 'band'\n              ? 'audience-band'\n              : verdict.refused === 'invalid-email'\n                ? 'invalid-email'\n                : verdict.refused === 'erased'\n                  ? 'erased'\n                  : 'write-failed',\n        })\n        continue\n      }\n      if (verdict.created) created += 1\n      else merged += 1\n    }\n\n    const result: ContactImportChunkResult = {\n      received: read.rows.length,\n      created,\n      merged,\n      skipped: skipped.sort((a, b) => a.index - b.index),\n      dropped,\n      companiesCreated: companyTally.created,\n      ownersUnresolved: [...ownersUnresolved],\n    }\n    return res.status(200).json(result)\n  } catch (error) {\n    console.error('crm/contacts-import failed', error)\n    return res.status(500).json({ error: 'The import could not continue.' })\n  }\n}\n"],"names":["CRM_COLLECTIONS","nameSearchFields","visibleToTokens","CONTACT_IMPORT_CHUNK_SIZE","CONTACT_IMPORT_MAX_BODY_BYTES","normalizeContactImportRow","crmRecordsQuotaForOrg","firebaseAdmin","captureHostContact","FieldValue","ownerDirectory","readImportRows","resolveImportContext","CONTACT_IMPORT_INTERACTION_SUMMARY","loadFieldDefinitions","orgId","readTokens","snapshot","app","firestore","collection","doc","contactFields","limit","get","docs","map","data","filter","field","key","retiredAt","visibleTo","resolveCompanyId","context","name","cache","tally","fields","cached","nameLower","orgRef","companies","matches","where","seen","find","set","id","room","org","allowed","created","add","hostId","scopeTokens","createdByUid","uid","createdAt","serverTimestamp","updatedAt","crmContactsImportHandler","req","res","method","setHeader","status","json","error","read","maxBodyBytes","chunkSize","ok","body","skipped","dropped","normalized","Set","rows","forEach","raw","index","verdict","push","email","input","reason","has","row","entry","owners","ownersUnresolved","Map","companyTally","merged","ownerUid","ownerEmail","companyId","companyName","undefined","source","interaction","summary","marketingConsent","tags","facet","phone","jobTitle","address","lifecycleStage","Object","keys","custom","length","campaignIds","refused","result","received","sort","a","b","companiesCreated","console"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA4CC,GAED,SAEEA,eAAe,EACfC,gBAAgB,EAEhBC,eAAe,QACV,sBAAqB;AAC5B,SACEC,yBAAyB,EACzBC,6BAA6B,EAK7BC,yBAAyB,QACpB,yBAAqB;AAC5B,SAASC,qBAAqB,EAAEC,aAAa,QAAQ,2BAA0B;AAC/E,SAASC,kBAAkB,QAAQ,wBAAuB;AAC1D,SAASC,UAAU,QAAQ,2BAA0B;AACrD,SAEEC,cAAc,EACdC,cAAc,EACdC,oBAAoB,QACf,sBAAkB;AAEzB,mEAAmE,GACnE,OAAO,MAAMC,qCAAqC,oBAAmB;AAErE;;;;;;;;;CASC,GACD,eAAeC,qBACbC,KAAa,EACbC,UAA6B;IAE7B,MAAMC,WAAW,MAAMV,cACpBW,GAAG,GACHC,SAAS,GACTC,UAAU,CAAC,QACXC,GAAG,CAACN,OACJK,UAAU,CAACpB,gBAAgBsB,aAAa,EACxCC,KAAK,CAAC,KACNC,GAAG;IACN,OAAOP,SAASQ,IAAI,CACjBC,GAAG,CAAC,CAACL,MAAQA,IAAIM,IAAI,IACrBC,MAAM,CACL,CAACC,QACC,CAAC,CAACA,MAAMC,GAAG,IACX,CAACD,MAAME,SAAS,IAChB7B,gBAAgB2B,MAAMG,SAAS,EAAEhB;AAEzC;AAEA;;;;;;;;CAQC,GACD,eAAeiB,iBACbC,OAA6C,EAC7CC,IAAY,EACZC,KAA0B,EAC1BC,KAA0B;IAE1B,MAAMC,SAASrC,iBAAiBkC;IAChC,MAAMI,SAASH,MAAMZ,GAAG,CAACc,OAAOE,SAAS;IACzC,IAAID,QAAQ,OAAOA;IACnB,MAAME,SAASlC,cACZW,GAAG,GACHC,SAAS,GACTC,UAAU,CAAC,QACXC,GAAG,CAACa,QAAQnB,KAAK;IACpB,MAAM2B,YAAYD,OAAOrB,UAAU,CAACpB,gBAAgB0C,SAAS;IAC7D,MAAMC,UAAU,MAAMD,UACnBE,KAAK,CAAC,aAAa,MAAMN,OAAOE,SAAS,EACzCjB,KAAK,CAAC,IACNC,GAAG;IACN,MAAMqB,OAAOF,QAAQlB,IAAI,CAACqB,IAAI,CAAC,CAACzB,MAC9BnB,gBAAgBmB,IAAIG,GAAG,CAAC,cAAcU,QAAQlB,UAAU;IAE1D,IAAI6B,MAAM;QACRT,MAAMW,GAAG,CAACT,OAAOE,SAAS,EAAEK,KAAKG,EAAE;QACnC,OAAOH,KAAKG,EAAE;IAChB;IACA;;;;;;;;;GASC,GACD,MAAMC,OAAO,MAAM3C,sBAAsB4B,QAAQgB,GAAG,EAAWT;IAC/D,IAAI,CAACQ,KAAKE,OAAO,EAAE,OAAO;IAC1B,MAAMC,UAAU,MAAMV,UAAUW,GAAG,CAAC,aAC/Bf;QACHgB,QAAQpB,QAAQoB,MAAM;QACtBtB,WAAWE,QAAQqB,WAAW;QAC9BC,cAActB,QAAQuB,GAAG;QACzBC,WAAWjD,WAAWkD,eAAe;QACrCC,WAAWnD,WAAWkD,eAAe;;IAEvCtB,MAAMe,OAAO,IAAI;IACjBhB,MAAMW,GAAG,CAACT,OAAOE,SAAS,EAAEY,QAAQJ,EAAE;IACtC,OAAOI,QAAQJ,EAAE;AACnB;AAEA;;;;;;;CAOC,GACD,OAAO,MAAMa,2BAA6C,OAAOC,KAAKC;IACpE,IAAID,IAAIE,MAAM,KAAK,QAAQ;QACzBD,IAAIE,SAAS,CAAC,SAAS;QACvB,OAAOF,IAAIG,MAAM,CAAC,KAAKC,IAAI,CAAC;YAAEC,OAAO;QAAqB;IAC5D;IACA,MAAMC,OAAO1D,eAAoCmD,KAAK;QACpDQ,cAAclE;QACdmE,WAAWpE;IACb;IACA,IAAI,WAAWkE,MAAM,OAAON,IAAIG,MAAM,CAACG,KAAKH,MAAM,EAAEC,IAAI,CAAC;QAAEC,OAAOC,KAAKD,KAAK;IAAC;IAC7E,IAAI;QACF,MAAMlC,UAAU,MAAMtB,qBAAqBkD;QAC3C,IAAI5B,QAAQsC,EAAE,KAAK,OAAO,OAAOT,IAAIG,MAAM,CAAChC,QAAQgC,MAAM,EAAEC,IAAI,CAACjC,QAAQuC,IAAI;QAE7E,MAAMnC,SAAS,MAAMxB,qBAAqBoB,QAAQnB,KAAK,EAAEmB,QAAQlB,UAAU;QAC3E,MAAM0D,UAAqC,EAAE;QAC7C,MAAMC,UAAkC,CAAC;QACzC,MAAMC,aAAyD,EAAE;QACjE;;;;;;KAMC,GACD,MAAM/B,OAAO,IAAIgC;QACjBR,KAAKS,IAAI,CAACC,OAAO,CAAC,CAACC,KAAKC;YACtB,MAAMC,UAAU7E,0BAA0B2E,KAAK1C;YAC/C,IAAI4C,QAAQV,EAAE,KAAK,OAAO;gBACxBE,QAAQS,IAAI,CAAC;oBAAEF;oBAAOG,OAAOF,QAAQG,KAAK;oBAAEC,QAAQJ,QAAQI,MAAM;gBAAC;gBACnE;YACF;YACA,IAAIzC,KAAK0C,GAAG,CAACL,QAAQM,GAAG,CAACJ,KAAK,GAAG;gBAC/BV,QAAQS,IAAI,CAAC;oBAAEF;oBAAOG,OAAOF,QAAQM,GAAG,CAACJ,KAAK;oBAAEE,QAAQ;gBAAY;gBACpE;YACF;YACAzC,KAAKQ,GAAG,CAAC6B,QAAQM,GAAG,CAACJ,KAAK;YAC1B,KAAK,MAAMK,SAASP,QAAQM,GAAG,CAACb,OAAO,CAAE;oBACfA;gBAAxBA,OAAO,CAACc,MAAM5D,KAAK,CAAC,GAAG,EAAC8C,uBAAAA,OAAO,CAACc,MAAM5D,KAAK,CAAC,YAApB8C,uBAAwB,KAAK;YACvD;YACAC,WAAWO,IAAI,CAAC;gBAAEF;gBAAOO,KAAKN,QAAQM,GAAG;YAAC;QAC5C;QAEA,MAAME,SAAS,MAAMhF,eACnBwB,QAAQnB,KAAK,EACb6D,WAAWlD,GAAG,CAAC,CAAC+D,QAAUA,MAAMD,GAAG;QAErC,MAAMG,mBAAmB,IAAId;QAC7B,MAAMnC,YAAY,IAAIkD;QACtB,MAAMC,eAAe;YAAEzC,SAAS;QAAE;QAClC,IAAIA,UAAU;QACd,IAAI0C,SAAS;QAEb,KAAK,MAAM,EAAEb,KAAK,EAAEO,GAAG,EAAE,IAAIZ,WAAY;YACvC,IAAImB;YACJ,IAAIP,IAAIQ,UAAU,EAAE;gBAClBD,WAAWL,OAAOlE,GAAG,CAACgE,IAAIQ,UAAU;gBACpC,IAAI,CAACD,UAAUJ,iBAAiBtC,GAAG,CAACmC,IAAIQ,UAAU;YACpD;YACA,MAAMC,YAAYT,IAAIU,WAAW,GAC7B,MAAMjE,iBAAiBC,SAASsD,IAAIU,WAAW,EAAExD,WAAWmD,gBAC5DM;YACJ,MAAMjB,UAAU,MAAM1E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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/contacts-import.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 * `POST /api/crm/contacts-import` — one chunk of a contact file, written\n * (AGL-2602).\n *\n * The browser has already read the file and applied the operator's column\n * mapping; what arrives here is up to {@link CONTACT_IMPORT_CHUNK_SIZE} raw\n * rows in the field vocabulary `crm-import.ts` defines. This route judges\n * each one and writes it, and it is the ONLY place either happens: the\n * drawer shows a preview from the same mapper but stores nothing, so a\n * stale tab cannot store something the server would have refused.\n *\n * ## Every row goes through the door every capture goes through\n *\n * `captureHostContact` — the runtime's wrapper over `upsertHostContact`,\n * the one writer of the contacts collection for every door that is not the\n * v1 API: forms, checkout, bookings, the newsletter box — is the writer\n * here too, so a row this file creates raises `contactCreated` like any\n * other capture (AGL-2605). That is what makes an import\n * dedupe on the address the way a second form submission does, land in the\n * capturing group's facet the way a form capture does, record consent\n * against the capturing site, and stop at a hard band where a form\n * capture stops. A bulk path with its own `add()` would be the fastest way\n * to grow an unscoped, unbanded, unconsented copy of the address book.\n *\n * What the door did not know how to write until now — a phone, a title, a\n * company, an owner, a stage, custom values — it now takes as `facet`, and\n * what it did not say until now — created or merged or refused — it now\n * returns as a verdict. Both changes are the door's, so the v1 API and the\n * manual add can reach them next.\n *\n * ## Two lookups paid once per request, not once per row\n *\n * An owner is named by email in the file and stored by uid on the record,\n * so the org's roster is read once and every row resolves against it. A\n * company is named by name and stored by id, so each distinct name is\n * looked up once, created once when missing, and remembered for the rest\n * of the request — two hundred rows at one company is one read and at most\n * one write, not two hundred of each.\n *\n * ## Who may call it\n *\n * `resolveImportContext` (`import-context.ts`) — the two gates every CSV\n * import route asks, shared with the companies import so one permission\n * has one spelling.\n */\n\nimport {\n  type ContactFieldDefinition,\n  CRM_COLLECTIONS,\n  nameSearchFields,\n  type PluginApiHandler,\n  visibleToTokens,\n} from '@aglyn/aglyn/server'\nimport {\n  CONTACT_IMPORT_CHUNK_SIZE,\n  CONTACT_IMPORT_MAX_BODY_BYTES,\n  type ContactImportChunkResult,\n  type ContactImportRawRow,\n  type ContactImportRow,\n  type ContactImportSkippedRow,\n  normalizeContactImportRow,\n} from '../model/crm-import'\nimport { crmRecordsQuotaForOrg, firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport { captureHostContact } from '@aglyn/tenant-runtime'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport {\n  type ImportContext,\n  ownerDirectory,\n  readImportRows,\n  resolveImportContext,\n} from './import-context'\n\n/** The one sentence every imported contact's timeline opens with. */\nexport const CONTACT_IMPORT_INTERACTION_SUMMARY = 'Imported from CSV'\n\n/**\n * The holder's live custom-field definitions.\n *\n * Read in full and filtered in memory: a holder has a handful of fields,\n * and a `where` on `retiredAt` would need an index for a collection that\n * fits in one page. Definitions the caller's scope cannot see are left out\n * for the same reason a value under an undefined key is — a value written\n * under a field the holder's own form will never show is a value nobody\n * can edit.\n */\nasync function loadFieldDefinitions(\n  orgId: string,\n  readTokens: readonly string[],\n): Promise<ContactFieldDefinition[]> {\n  const snapshot = await firebaseAdmin\n    .app()\n    .firestore()\n    .collection('orgs')\n    .doc(orgId)\n    .collection(CRM_COLLECTIONS.contactFields)\n    .limit(200)\n    .get()\n  return snapshot.docs\n    .map((doc) => doc.data() as ContactFieldDefinition)\n    .filter(\n      (field) =>\n        !!field.key &&\n        !field.retiredAt &&\n        visibleToTokens(field.visibleTo, readTokens),\n    )\n}\n\n/** A company an import row named, as the CRM stores it. */\ninterface ImportCompany {\n  id: string\n  name: string\n}\n\n/**\n * The company a name refers to in this scope, created when there is none.\n *\n * Looked up by `nameLower`, the search twin `nameSearchFields` writes on\n * every company, and narrowed in memory to the ones the caller's scope can\n * see — two clients of one agency may each have an \"Acme\" and must each get\n * their own. Created with the same scope stamp every CRM creator uses, so\n * the company lands exactly where a contact captured on this site would.\n */\nasync function resolveCompany(\n  context: Extract<ImportContext, { ok: true }>,\n  name: string,\n  cache: Map<string, ImportCompany>,\n  tally: { created: number },\n): Promise<ImportCompany | null> {\n  const fields = nameSearchFields(name)\n  const cached = cache.get(fields.nameLower)\n  if (cached) return cached\n  const orgRef = firebaseAdmin\n    .app()\n    .firestore()\n    .collection('orgs')\n    .doc(context.orgId)\n  const companies = orgRef.collection(CRM_COLLECTIONS.companies)\n  const matches = await companies\n    .where('nameLower', '==', fields.nameLower)\n    .limit(10)\n    .get()\n  const seen = matches.docs.find((doc) =>\n    visibleToTokens(doc.get('visibleTo'), context.readTokens),\n  )\n  if (seen) {\n    // The name as the record spells it, not as this row typed it, so the\n    // contact's facet reads the same as the company page.\n    const found = { id: seen.id, name: String(seen.get('name') ?? name) }\n    cache.set(fields.nameLower, found)\n    return found\n  }\n  /*\n   * THE RECORDS BAND (AGL-2611). A company is a record of the same band\n   * the contact behind this row will meet at its own door, so on an org\n   * at a full hard band the row gets no company rather than a company it\n   * was not allowed to hold. Nothing is reported here: the contact is\n   * refused `audience-band` a few lines on and the row is listed skipped,\n   * which is the one message the operator needs. A plan with an overage\n   * rate never reaches this branch — a rate is what makes the band meter\n   * instead of refuse.\n   */\n  const room = await crmRecordsQuotaForOrg(context.org as never, orgRef)\n  if (!room.allowed) return null\n  const created = await companies.add({\n    ...fields,\n    hostId: context.hostId,\n    visibleTo: context.scopeTokens,\n    createdByUid: context.uid,\n    createdAt: FieldValue.serverTimestamp(),\n    updatedAt: FieldValue.serverTimestamp(),\n  })\n  tally.created += 1\n  const made = { id: created.id, name }\n  cache.set(fields.nameLower, made)\n  return made\n}\n\n/**\n * `POST crm/contacts-import` — `{ hostId, rows }` → a {@link ContactImportChunkResult}.\n *\n * Rows are written one after another rather than in parallel, because the\n * door's create path counts the collection before it adds: two hundred\n * creates racing one another would each count the same audience and each\n * pass a band the last of them should have hit.\n */\nexport const crmContactsImportHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    return res.status(405).json({ error: 'Method not allowed' })\n  }\n  const read = readImportRows<ContactImportRawRow>(req, {\n    maxBodyBytes: CONTACT_IMPORT_MAX_BODY_BYTES,\n    chunkSize: CONTACT_IMPORT_CHUNK_SIZE,\n  })\n  if ('error' in read) return res.status(read.status).json({ error: read.error })\n  try {\n    const context = await resolveImportContext(req)\n    if (context.ok === false) return res.status(context.status).json(context.body)\n\n    const fields = await loadFieldDefinitions(context.orgId, context.readTokens)\n    const skipped: ContactImportSkippedRow[] = []\n    const dropped: Record<string, number> = {}\n    const normalized: { index: number; row: ContactImportRow }[] = []\n    /*\n     * A duplicate WITHIN the request is skipped rather than merged: the\n     * second row would merge onto the first's record and the count would\n     * read one created and one merged for one person in one file, which is\n     * a number the operator cannot reconcile against the rows they sent.\n     * Across requests the door's own dedupe answers, and reports a merge.\n     */\n    const seen = new Set<string>()\n    read.rows.forEach((raw, index) => {\n      const verdict = normalizeContactImportRow(raw, fields)\n      if (verdict.ok === false) {\n        skipped.push({ index, email: verdict.input, reason: verdict.reason })\n        return\n      }\n      if (seen.has(verdict.row.email)) {\n        skipped.push({ index, email: verdict.row.email, reason: 'duplicate' })\n        return\n      }\n      seen.add(verdict.row.email)\n      for (const entry of verdict.row.dropped) {\n        dropped[entry.field] = (dropped[entry.field] ?? 0) + 1\n      }\n      normalized.push({ index, row: verdict.row })\n    })\n\n    const owners = await ownerDirectory(\n      context.orgId,\n      normalized.map((entry) => entry.row),\n    )\n    const ownersUnresolved = new Set<string>()\n    const companies = new Map<string, ImportCompany>()\n    const companyTally = { created: 0 }\n    let created = 0\n    let merged = 0\n\n    for (const { index, row } of normalized) {\n      let ownerUid: string | undefined\n      if (row.ownerEmail) {\n        ownerUid = owners.get(row.ownerEmail)\n        if (!ownerUid) ownersUnresolved.add(row.ownerEmail)\n      }\n      const company = row.companyName\n        ? await resolveCompany(context, row.companyName, companies, companyTally)\n        : null\n      const verdict = await captureHostContact({\n        hostId: context.hostId,\n        email: row.email,\n        ...(row.name ? { name: row.name } : {}),\n        source: 'import',\n        interaction: { summary: CONTACT_IMPORT_INTERACTION_SUMMARY },\n        marketingConsent: row.marketingConsent,\n        tags: row.tags,\n        facet: {\n          ...(row.phone ? { phone: row.phone } : {}),\n          ...(row.jobTitle ? { jobTitle: row.jobTitle } : {}),\n          // The link AND the name: the merge fields read the facet's\n          // `companyName`, and a link written alone renders as nothing.\n          ...(company ? { companyId: company.id, companyName: company.name } : {}),\n          ...(row.address ? { address: row.address } : {}),\n          ...(ownerUid ? { ownerUid } : {}),\n          ...(row.lifecycleStage ? { lifecycleStage: row.lifecycleStage } : {}),\n          ...(Object.keys(row.custom).length ? { custom: row.custom } : {}),\n        },\n        // An import is the merchant's own act and files nobody under a\n        // campaign; the picker on the profile is where that happens.\n        campaignIds: [],\n      })\n      if ('refused' in verdict) {\n        skipped.push({\n          index,\n          email: row.email,\n          reason:\n            verdict.refused === 'band'\n              ? 'audience-band'\n              : verdict.refused === 'invalid-email'\n                ? 'invalid-email'\n                : verdict.refused === 'erased'\n                  ? 'erased'\n                  : 'write-failed',\n        })\n        continue\n      }\n      if (verdict.created) created += 1\n      else merged += 1\n    }\n\n    const result: ContactImportChunkResult = {\n      received: read.rows.length,\n      created,\n      merged,\n      skipped: skipped.sort((a, b) => a.index - b.index),\n      dropped,\n      companiesCreated: companyTally.created,\n      ownersUnresolved: [...ownersUnresolved],\n    }\n    return res.status(200).json(result)\n  } catch (error) {\n    console.error('crm/contacts-import failed', error)\n    return res.status(500).json({ error: 'The import could not continue.' })\n  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