@aglyn/plugins-crm 1.0.0-beta.152 → 1.0.0-beta.154

package/src/lib/server/capture-contact.d.ts

@@ -38,6 +38,34 @@ import { type ContactSource } from '@aglyn/aglyn/app-utils/contacts';
  * is RETURNED and costs the silo nothing. A throw here would lose an order
  * for a contact that could not be filed.
  */
+/**
+ * WHICH RECORD A CAPTURE LANDS ON (AGL-3232) — the Salesforce rule, decided
+ * here because the CRM is the plugin that models both records.
+ *
+ * One person is one record: a LEAD until somebody qualifies them, a CONTACT
+ * after. Every door used to write both — a lead-routed form filed a lead
+ * AND a contact at stage Lead — so one person sat in two lists and the Leads
+ * queue was never the whole story. Now a door says what kind of surface it
+ * is (`request.surface`) and this decides:
+ *
+ *  - a LEAD surface files a lead, unless the workspace already holds the
+ *    address as a contact — a customer who books a demo is a customer's
+ *    interaction, not a new lead — in which case the capture lands on the
+ *    contact and no lead is filed;
+ *  - a RELATIONSHIP (a member account, a purchase) makes the contact, and
+ *    an open lead the site held for the address is stamped converted onto
+ *    it, so nobody keeps working a lead who already joined or bought;
+ *  - a TOUCH (an unrouted form, a newsletter opt-in) lands on the open lead
+ *    when the site holds one — its consent and its history stay on the one
+ *    record the rep is working — and on the contact otherwise.
+ *
+ * A lead is filed through `addHostLead`, the one writer of the leads silo,
+ * so it is keyed on the person, counted against the ceiling and carries the
+ * campaign touch the door resolved. A NEW lead announces itself with the
+ * `lead` host event, which is what a "new lead" automation listens for; a
+ * repeat capture on a lead the site already held announces nothing, the
+ * way a repeat visit by a contact is an interaction and not a creation.
+ */
 export declare function captureContactForCrm(request: PluginContactCaptureRequest): Promise<PluginContactCaptured>;
 /**
  * The silo's word for its door, as a source the CRM stores.

package/src/lib/server/capture-contact.js

@@ -15,7 +15,11 @@
  * limitations under the License.
  */ import { _ as _extends } from "@swc/helpers/_/_extends";
 import { CONTACT_SOURCE_LABELS } from "@aglyn/aglyn/app-utils/contacts";
+import { isCrmLeadOpen, normalizeContactEmail, personKey } from "@aglyn/aglyn/server";
 import { captureHostContact } from "@aglyn/tenant-runtime/capture-host-contact";
+import { emitHostEvent } from "@aglyn/tenant-runtime/emit-host-event";
+import { addHostLead, findContactByEmail, firebaseAdmin, orgDataCollectionForHost } from "@aglyn/tenant-data-admin";
+import { convertOpenLeadOntoContact } from "./convert-open-lead.js";
 /**
  * The CRM answering the platform's contact-capture contract (AGL-3080).
  *
@@ -37,7 +41,141 @@ import { captureHostContact } from "@aglyn/tenant-runtime/capture-host-contact";
  * recording — the submission was accepted, the order was paid — so a refusal
  * is RETURNED and costs the silo nothing. A throw here would lose an order
  * for a contact that could not be filed.
+ */ /**
+ * WHICH RECORD A CAPTURE LANDS ON (AGL-3232) — the Salesforce rule, decided
+ * here because the CRM is the plugin that models both records.
+ *
+ * One person is one record: a LEAD until somebody qualifies them, a CONTACT
+ * after. Every door used to write both — a lead-routed form filed a lead
+ * AND a contact at stage Lead — so one person sat in two lists and the Leads
+ * queue was never the whole story. Now a door says what kind of surface it
+ * is (`request.surface`) and this decides:
+ *
+ *  - a LEAD surface files a lead, unless the workspace already holds the
+ *    address as a contact — a customer who books a demo is a customer's
+ *    interaction, not a new lead — in which case the capture lands on the
+ *    contact and no lead is filed;
+ *  - a RELATIONSHIP (a member account, a purchase) makes the contact, and
+ *    an open lead the site held for the address is stamped converted onto
+ *    it, so nobody keeps working a lead who already joined or bought;
+ *  - a TOUCH (an unrouted form, a newsletter opt-in) lands on the open lead
+ *    when the site holds one — its consent and its history stay on the one
+ *    record the rep is working — and on the contact otherwise.
+ *
+ * A lead is filed through `addHostLead`, the one writer of the leads silo,
+ * so it is keyed on the person, counted against the ceiling and carries the
+ * campaign touch the door resolved. A NEW lead announces itself with the
+ * `lead` host event, which is what a "new lead" automation listens for; a
+ * repeat capture on a lead the site already held announces nothing, the
+ * way a repeat visit by a contact is an interaction and not a creation.
  */ export async function captureContactForCrm(request) {
+    var _request_surface;
+    const surface = (_request_surface = request.surface) != null ? _request_surface : 'touch';
+    // The one refusal every surface shares, answered before any read: an
+    // address nothing can key is a person nothing can record.
+    if (!normalizeContactEmail(request.identity.email)) return refusedEmail();
+    try {
+        if (surface === 'lead') {
+            if (!await heldAsContact(request)) return await fileLead(request);
+        } else if (surface === 'touch') {
+            if (await openLeadFor(request)) return await fileLead(request);
+        }
+        const verdict = await captureOnContact(request);
+        if (verdict.ok && verdict.record === 'contact' && surface === 'relationship') {
+            await convertOpenLeadOntoContact({
+                hostId: request.hostId,
+                email: request.identity.email,
+                contactId: verdict.contactId,
+                by: request.interaction.source === 'order' ? 'purchase' : 'signup'
+            });
+        }
+        return verdict;
+    } catch (error) {
+        console.error('crm contact capture failed', error);
+        return {
+            ok: false,
+            reason: 'error',
+            error: 'The contact could not be recorded. Nothing else was affected.'
+        };
+    }
+}
+/** The refusal every door gets for an address nothing can key. */ function refusedEmail() {
+    return {
+        ok: false,
+        reason: 'invalid-email',
+        error: refusalText('invalid-email')
+    };
+}
+/**
+ * Whether the workspace already holds the address as a contact — the
+ * address index first, then the query, the same lookup every dedupe uses.
+ * ORG-wide, not scoped to the capturing site: the contact door dedupes
+ * across every site in the org, so a person any site holds as a contact
+ * is a contact, whichever site met them this time.
+ */ async function heldAsContact(request) {
+    const contacts = await orgDataCollectionForHost(request.hostId, 'contacts');
+    return await findContactByEmail(contacts, request.identity.email) !== null;
+}
+/** Whether the site holds an OPEN lead for the address — neither converted nor closed. */ async function openLeadFor(request) {
+    var _snapshot_data;
+    const key = personKey(request.identity.email);
+    const snapshot = await firebaseAdmin.app().firestore().collection('hosts').doc(request.hostId).collection('leads').doc(key).get();
+    if (!snapshot.exists) return false;
+    const lead = (_snapshot_data = snapshot.data()) != null ? _snapshot_data : {};
+    return !lead.convertedContactId && isCrmLeadOpen(lead);
+}
+/**
+ * The capture as a LEAD. The source string is the lead silo's own
+ * vocabulary — `form:{formId}` for a form, the door's word otherwise — so
+ * a lead's provenance survives the form being renamed, as the submission's
+ * does.
+ */ async function fileLead(request) {
+    const email = normalizeContactEmail(request.identity.email);
+    const key = personKey(email);
+    const hostRef = firebaseAdmin.app().firestore().collection('hosts').doc(request.hostId);
+    const leadRef = hostRef.collection('leads').doc(key);
+    const created = !(await leadRef.get()).exists;
+    const { formId } = entryPointOf(request.detail);
+    const source = request.interaction.source === 'form' && formId ? `form:${formId}` : request.interaction.source;
+    const stored = await addHostLead(_extends({
+        hostRef,
+        hostId: request.hostId,
+        lead: _extends({
+            email
+        }, request.identity.name ? {
+            name: request.identity.name
+        } : {}, {
+            source
+        }, request.marketingConsent ? {
+            marketingConsent: true
+        } : {})
+    }, campaignTouchOf(request.detail).campaignTouch ? {
+        touch: campaignTouchOf(request.detail).campaignTouch
+    } : {}));
+    if (!stored) {
+        return {
+            ok: false,
+            reason: 'band',
+            error: 'This site is at the number of leads it may hold, so the lead was not recorded.'
+        };
+    }
+    if (created) {
+        await emitHostEvent(request.hostId, 'lead', _extends({
+            email,
+            source,
+            leadId: key
+        }, request.identity.name ? {
+            name: request.identity.name
+        } : {}));
+    }
+    return {
+        ok: true,
+        record: 'lead',
+        leadId: key,
+        created
+    };
+}
+/** The capture as a CONTACT — what every capture was before the rule above. */ async function captureOnContact(request) {
     try {
         var _request_tags, _request_campaignIds;
         const verdict = await captureHostContact(_extends({
@@ -78,6 +216,7 @@ import { captureHostContact } from "@aglyn/tenant-runtime/capture-host-contact";
         }
         return {
             ok: true,
+            record: 'contact',
             contactId: verdict.contactId,
             created: verdict.created
         };

package/src/lib/server/capture-contact.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/capture-contact.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type {\n  PluginContactCaptureRequest,\n  PluginContactCaptured,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ContactSource,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport { captureHostContact } from '@aglyn/tenant-runtime/capture-host-contact'\nimport type { UpsertHostContactOptions } from '@aglyn/tenant-data-admin'\nimport type { ResolvedCampaignTouch } from '@aglyn/tenant-data-admin/server/campaign-conversion-attribution'\n\n/**\n * The CRM answering the platform's contact-capture contract (AGL-3080).\n *\n * Four silos meet the same person — a form submission, a member signing up,\n * an order, a booking — and none of them is the record system. Each holds an\n * address, a name and the fact that something happened, and each wants the\n * workspace's person record to know. Today each imports `captureHostContact`\n * directly, which is the highest fan-in edge in the repo and makes the CRM\n * something a storefront cannot take a payment without.\n *\n * So this is the CRM's side of the seam: the silo reports what it saw, and\n * the plugin that keeps people decides everything a record system decides —\n * keying the address, whether this is somebody new, the audience band, the\n * erasure rows, the company, the owner, and what a new person sets off.\n * `captureHostContact` already does all of that; this translates the\n * contract's vocabulary into its options and its verdict back.\n *\n * ⚠️ IT NEVER THROWS. Every caller has already done the thing it is\n * recording — the submission was accepted, the order was paid — so a refusal\n * is RETURNED and costs the silo nothing. A throw here would lose an order\n * for a contact that could not be filed.\n */\nexport async function captureContactForCrm(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  try {\n    const verdict = await captureHostContact({\n      hostId: request.hostId,\n      email: request.identity.email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source: contactSourceOf(request.interaction.source),\n      interaction: {\n        ...(request.interaction.atMs === undefined\n          ? {}\n          : { atMs: request.interaction.atMs }),\n        ...(request.interaction.refId ? { refId: request.interaction.refId } : {}),\n        ...(request.interaction.summary\n          ? { summary: request.interaction.summary }\n          : {}),\n        ...entryPointOf(request.detail),\n      },\n      ...campaignTouchOf(request.detail),\n      ...(request.marketingConsent === undefined\n        ? {}\n        : { marketingConsent: request.marketingConsent }),\n      ...(request.tags?.length ? { tags: request.tags } : {}),\n      ...(request.campaignIds?.length ? { campaignIds: request.campaignIds } : {}),\n      ...(request.purchaseCents === undefined\n        ? {}\n        : { purchaseCents: request.purchaseCents }),\n      ...(request.purchaseCurrency\n        ? { purchaseCurrency: request.purchaseCurrency }\n        : {}),\n      ...(request.lifecycleFloor\n        ? { initialLifecycleStage: request.lifecycleFloor as never }\n        : {}),\n      ...(request.profile ? { facet: request.profile as never } : {}),\n    })\n    if ('refused' in verdict) {\n      return { ok: false, reason: verdict.refused, error: refusalText(verdict.refused) }\n    }\n    return { ok: true, contactId: verdict.contactId, created: verdict.created }\n  } catch (error) {\n    /*\n     * The contract's `error` is the last state, not a channel for a stack:\n     * a silo may show or log it as it stands, so it says what happened and\n     * names nothing internal. The detail goes to the log, where whoever is\n     * debugging a missing contact will look.\n     */\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/**\n * THE ENTRY POINT, off the silo's own `detail` bag (AGL-3080).\n *\n * The contract carries a capture's silo-side facts opaquely, so the two the\n * CRM models are picked out here rather than typed into the platform. Both\n * ride the INTERACTION, which is where `upsertHostContact` already keeps\n * them: which form a person came in through routes the owner-assignment\n * rules and rides the `contactCreated` payload, and the page is what a\n * timeline row says about where they were.\n *\n * Absent, misspelled or the wrong type is the same answer as a door that\n * never had one — a capture without an entry point, which is every capture\n * that did not come through a form. It is never a reason to refuse: the\n * person is the part that matters.\n */\nfunction entryPointOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): { formId?: string; path?: string } {\n  const text = (value: unknown): string | undefined =>\n    typeof value === 'string' && value.trim() ? value : undefined\n  const formId = text(detail?.['formId'])\n  const path = text(detail?.['path'])\n  return {\n    ...(formId ? { formId } : {}),\n    ...(path ? { path } : {}),\n  }\n}\n\n/**\n * WHERE THE VISITOR CAME FROM, off the same bag.\n *\n * ⚠️ A different fact from `campaignIds` and the two must never be folded\n * together — `upsert-contact.ts` says so at the field itself. A touch is the\n * ad or the link the visitor arrived by, already resolved through the\n * allowlist by the silo; `campaignIds` is which campaigns the merchant filed\n * the capture SURFACE under, which is true of everybody who fills that form\n * in. Folding them would credit a campaign for a visitor who typed the\n * address.\n *\n * Passed through as the silo resolved it, unread: the touch's shape belongs\n * to whatever resolves it, and re-validating it here would be a second copy\n * of a rule that has already run. Only its presence is decided here, because\n * `null` and absent mean the same thing to the writer and a caller should\n * not have to know which one it sends.\n */\nfunction campaignTouchOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): Pick<UpsertHostContactOptions, 'campaignTouch'> {\n  const touch = detail?.['campaignTouch']\n  return touch ? { campaignTouch: touch as ResolvedCampaignTouch } : {}\n}\n\n/**\n * The silo's word for its door, as a source the CRM stores.\n *\n * ⚠️ `ContactSource` is a CLOSED union and the contract's `source` is an open\n * string, deliberately: a silo declares its door with\n * `registerPluginContactSource` rather than core enumerating every plugin's.\n * The two meet here, and a word outside the union is passed through rather\n * than rejected — refusing it would lose a third-party plugin's capture over\n * a label, and the capture is the part that matters.\n *\n * ⛔ What it costs, until the union is widened: the console's source filter\n * and `SOURCE_LABELS` key on these values, so an undeclared word renders raw\n * and matches no filter. Every first-party silo uses a word in the union, so\n * nothing does that today.\n */\nexport function contactSourceOf(source: string): ContactSource {\n  const word = String(source ?? '').trim()\n  if (!Object.hasOwn(CONTACT_SOURCE_LABELS, word)) {\n    // Said once, where somebody debugging an unlabelled row will find it.\n    // Not a refusal: the capture is worth more than the label.\n    console.warn(\n      `crm contact capture: source \"${word}\" has no label, so it will render ` +\n        'raw and match no filter in the console.',\n    )\n  }\n  return word as ContactSource\n}\n\n/** What a refused caller is told — customer-safe, and never a key. */\nfunction refusalText(reason: 'invalid-email' | 'band' | 'erased' | 'error'): string {\n  switch (reason) {\n    case 'invalid-email':\n      return 'That address could not be read, so no contact was recorded.'\n    case 'band':\n      return 'This workspace is at the number of contacts its plan holds.'\n    case 'erased':\n      return 'This person was erased from this workspace and was not recreated.'\n    default:\n      return 'The contact could not be recorded. 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/capture-contact.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type {\n  PluginContactCaptureRequest,\n  PluginContactCaptured,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ContactSource,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  type CrmLeadFields,\n  isCrmLeadOpen,\n  normalizeContactEmail,\n  personKey,\n} from '@aglyn/aglyn/server'\nimport { captureHostContact } from '@aglyn/tenant-runtime/capture-host-contact'\nimport { emitHostEvent } from '@aglyn/tenant-runtime/emit-host-event'\nimport {\n  addHostLead,\n  findContactByEmail,\n  firebaseAdmin,\n  orgDataCollectionForHost,\n  type UpsertHostContactOptions,\n} from '@aglyn/tenant-data-admin'\nimport type { ResolvedCampaignTouch } from '@aglyn/tenant-data-admin/server/campaign-conversion-attribution'\nimport { convertOpenLeadOntoContact } from './convert-open-lead'\n\n/**\n * The CRM answering the platform's contact-capture contract (AGL-3080).\n *\n * Four silos meet the same person — a form submission, a member signing up,\n * an order, a booking — and none of them is the record system. Each holds an\n * address, a name and the fact that something happened, and each wants the\n * workspace's person record to know. Today each imports `captureHostContact`\n * directly, which is the highest fan-in edge in the repo and makes the CRM\n * something a storefront cannot take a payment without.\n *\n * So this is the CRM's side of the seam: the silo reports what it saw, and\n * the plugin that keeps people decides everything a record system decides —\n * keying the address, whether this is somebody new, the audience band, the\n * erasure rows, the company, the owner, and what a new person sets off.\n * `captureHostContact` already does all of that; this translates the\n * contract's vocabulary into its options and its verdict back.\n *\n * ⚠️ IT NEVER THROWS. Every caller has already done the thing it is\n * recording — the submission was accepted, the order was paid — so a refusal\n * is RETURNED and costs the silo nothing. A throw here would lose an order\n * for a contact that could not be filed.\n */\n/**\n * WHICH RECORD A CAPTURE LANDS ON (AGL-3232) — the Salesforce rule, decided\n * here because the CRM is the plugin that models both records.\n *\n * One person is one record: a LEAD until somebody qualifies them, a CONTACT\n * after. Every door used to write both — a lead-routed form filed a lead\n * AND a contact at stage Lead — so one person sat in two lists and the Leads\n * queue was never the whole story. Now a door says what kind of surface it\n * is (`request.surface`) and this decides:\n *\n *  - a LEAD surface files a lead, unless the workspace already holds the\n *    address as a contact — a customer who books a demo is a customer's\n *    interaction, not a new lead — in which case the capture lands on the\n *    contact and no lead is filed;\n *  - a RELATIONSHIP (a member account, a purchase) makes the contact, and\n *    an open lead the site held for the address is stamped converted onto\n *    it, so nobody keeps working a lead who already joined or bought;\n *  - a TOUCH (an unrouted form, a newsletter opt-in) lands on the open lead\n *    when the site holds one — its consent and its history stay on the one\n *    record the rep is working — and on the contact otherwise.\n *\n * A lead is filed through `addHostLead`, the one writer of the leads silo,\n * so it is keyed on the person, counted against the ceiling and carries the\n * campaign touch the door resolved. A NEW lead announces itself with the\n * `lead` host event, which is what a \"new lead\" automation listens for; a\n * repeat capture on a lead the site already held announces nothing, the\n * way a repeat visit by a contact is an interaction and not a creation.\n */\nexport async function captureContactForCrm(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  const surface = request.surface ?? 'touch'\n  // The one refusal every surface shares, answered before any read: an\n  // address nothing can key is a person nothing can record.\n  if (!normalizeContactEmail(request.identity.email)) return refusedEmail()\n  try {\n    if (surface === 'lead') {\n      if (!(await heldAsContact(request))) return await fileLead(request)\n    } else if (surface === 'touch') {\n      if (await openLeadFor(request)) return await fileLead(request)\n    }\n    const verdict = await captureOnContact(request)\n    if (verdict.ok && verdict.record === 'contact' && surface === 'relationship') {\n      await convertOpenLeadOntoContact({\n        hostId: request.hostId,\n        email: request.identity.email,\n        contactId: verdict.contactId,\n        by: request.interaction.source === 'order' ? 'purchase' : 'signup',\n      })\n    }\n    return verdict\n  } catch (error) {\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/** The refusal every door gets for an address nothing can key. */\nfunction refusedEmail(): PluginContactCaptured {\n  return { ok: false, reason: 'invalid-email', error: refusalText('invalid-email') }\n}\n\n/**\n * Whether the workspace already holds the address as a contact — the\n * address index first, then the query, the same lookup every dedupe uses.\n * ORG-wide, not scoped to the capturing site: the contact door dedupes\n * across every site in the org, so a person any site holds as a contact\n * is a contact, whichever site met them this time.\n */\nasync function heldAsContact(request: PluginContactCaptureRequest): Promise<boolean> {\n  const contacts = await orgDataCollectionForHost(request.hostId, 'contacts')\n  return (await findContactByEmail(contacts, request.identity.email)) !== null\n}\n\n/** Whether the site holds an OPEN lead for the address — neither converted nor closed. */\nasync function openLeadFor(request: PluginContactCaptureRequest): Promise<boolean> {\n  const key = personKey(request.identity.email) as string\n  const snapshot = await firebaseAdmin\n    .app()\n    .firestore()\n    .collection('hosts')\n    .doc(request.hostId)\n    .collection('leads')\n    .doc(key)\n    .get()\n  if (!snapshot.exists) return false\n  const lead = (snapshot.data() ?? {}) as Record<string, unknown> & CrmLeadFields\n  return !lead.convertedContactId && isCrmLeadOpen(lead)\n}\n\n/**\n * The capture as a LEAD. The source string is the lead silo's own\n * vocabulary — `form:{formId}` for a form, the door's word otherwise — so\n * a lead's provenance survives the form being renamed, as the submission's\n * does.\n */\nasync function fileLead(request: PluginContactCaptureRequest): Promise<PluginContactCaptured> {\n  const email = normalizeContactEmail(request.identity.email) as string\n  const key = personKey(email) as string\n  const hostRef = firebaseAdmin.app().firestore().collection('hosts').doc(request.hostId)\n  const leadRef = hostRef.collection('leads').doc(key)\n  const created = !(await leadRef.get()).exists\n  const { formId } = entryPointOf(request.detail)\n  const source =\n    request.interaction.source === 'form' && formId\n      ? `form:${formId}`\n      : request.interaction.source\n  const stored = await addHostLead({\n    hostRef,\n    hostId: request.hostId,\n    lead: {\n      email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source,\n      ...(request.marketingConsent ? { marketingConsent: true } : {}),\n    },\n    ...(campaignTouchOf(request.detail).campaignTouch\n      ? { touch: campaignTouchOf(request.detail).campaignTouch }\n      : {}),\n  })\n  if (!stored) {\n    return {\n      ok: false,\n      reason: 'band',\n      error: 'This site is at the number of leads it may hold, so the lead was not recorded.',\n    }\n  }\n  if (created) {\n    await emitHostEvent(request.hostId, 'lead', {\n      email,\n      source,\n      leadId: key,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n    })\n  }\n  return { ok: true, record: 'lead', leadId: key, created }\n}\n\n/** The capture as a CONTACT — what every capture was before the rule above. */\nasync function captureOnContact(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  try {\n    const verdict = await captureHostContact({\n      hostId: request.hostId,\n      email: request.identity.email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source: contactSourceOf(request.interaction.source),\n      interaction: {\n        ...(request.interaction.atMs === undefined\n          ? {}\n          : { atMs: request.interaction.atMs }),\n        ...(request.interaction.refId ? { refId: request.interaction.refId } : {}),\n        ...(request.interaction.summary\n          ? { summary: request.interaction.summary }\n          : {}),\n        ...entryPointOf(request.detail),\n      },\n      ...campaignTouchOf(request.detail),\n      ...(request.marketingConsent === undefined\n        ? {}\n        : { marketingConsent: request.marketingConsent }),\n      ...(request.tags?.length ? { tags: request.tags } : {}),\n      ...(request.campaignIds?.length ? { campaignIds: request.campaignIds } : {}),\n      ...(request.purchaseCents === undefined\n        ? {}\n        : { purchaseCents: request.purchaseCents }),\n      ...(request.purchaseCurrency\n        ? { purchaseCurrency: request.purchaseCurrency }\n        : {}),\n      ...(request.lifecycleFloor\n        ? { initialLifecycleStage: request.lifecycleFloor as never }\n        : {}),\n      ...(request.profile ? { facet: request.profile as never } : {}),\n    })\n    if ('refused' in verdict) {\n      return { ok: false, reason: verdict.refused, error: refusalText(verdict.refused) }\n    }\n    return {\n      ok: true,\n      record: 'contact',\n      contactId: verdict.contactId,\n      created: verdict.created,\n    }\n  } catch (error) {\n    /*\n     * The contract's `error` is the last state, not a channel for a stack:\n     * a silo may show or log it as it stands, so it says what happened and\n     * names nothing internal. The detail goes to the log, where whoever is\n     * debugging a missing contact will look.\n     */\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/**\n * THE ENTRY POINT, off the silo's own `detail` bag (AGL-3080).\n *\n * The contract carries a capture's silo-side facts opaquely, so the two the\n * CRM models are picked out here rather than typed into the platform. Both\n * ride the INTERACTION, which is where `upsertHostContact` already keeps\n * them: which form a person came in through routes the owner-assignment\n * rules and rides the `contactCreated` payload, and the page is what a\n * timeline row says about where they were.\n *\n * Absent, misspelled or the wrong type is the same answer as a door that\n * never had one — a capture without an entry point, which is every capture\n * that did not come through a form. It is never a reason to refuse: the\n * person is the part that matters.\n */\nfunction entryPointOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): { formId?: string; path?: string } {\n  const text = (value: unknown): string | undefined =>\n    typeof value === 'string' && value.trim() ? value : undefined\n  const formId = text(detail?.['formId'])\n  const path = text(detail?.['path'])\n  return {\n    ...(formId ? { formId } : {}),\n    ...(path ? { path } : {}),\n  }\n}\n\n/**\n * WHERE THE VISITOR CAME FROM, off the same bag.\n *\n * ⚠️ A different fact from `campaignIds` and the two must never be folded\n * together — `upsert-contact.ts` says so at the field itself. A touch is the\n * ad or the link the visitor arrived by, already resolved through the\n * allowlist by the silo; `campaignIds` is which campaigns the merchant filed\n * the capture SURFACE under, which is true of everybody who fills that form\n * in. Folding them would credit a campaign for a visitor who typed the\n * address.\n *\n * Passed through as the silo resolved it, unread: the touch's shape belongs\n * to whatever resolves it, and re-validating it here would be a second copy\n * of a rule that has already run. Only its presence is decided here, because\n * `null` and absent mean the same thing to the writer and a caller should\n * not have to know which one it sends.\n */\nfunction campaignTouchOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): Pick<UpsertHostContactOptions, 'campaignTouch'> {\n  const touch = detail?.['campaignTouch']\n  return touch ? { campaignTouch: touch as ResolvedCampaignTouch } : {}\n}\n\n/**\n * The silo's word for its door, as a source the CRM stores.\n *\n * ⚠️ `ContactSource` is a CLOSED union and the contract's `source` is an open\n * string, deliberately: a silo declares its door with\n * `registerPluginContactSource` rather than core enumerating every plugin's.\n * The two meet here, and a word outside the union is passed through rather\n * than rejected — refusing it would lose a third-party plugin's capture over\n * a label, and the capture is the part that matters.\n *\n * ⛔ What it costs, until the union is widened: the console's source filter\n * and `SOURCE_LABELS` key on these values, so an undeclared word renders raw\n * and matches no filter. Every first-party silo uses a word in the union, so\n * nothing does that today.\n */\nexport function contactSourceOf(source: string): ContactSource {\n  const word = String(source ?? '').trim()\n  if (!Object.hasOwn(CONTACT_SOURCE_LABELS, word)) {\n    // Said once, where somebody debugging an unlabelled row will find it.\n    // Not a refusal: the capture is worth more than the label.\n    console.warn(\n      `crm contact capture: source \"${word}\" has no label, so it will render ` +\n        'raw and match no filter in the console.',\n    )\n  }\n  return word as ContactSource\n}\n\n/** What a refused caller is told — customer-safe, and never a key. */\nfunction refusalText(reason: 'invalid-email' | 'band' | 'erased' | 'error'): string {\n  switch (reason) {\n    case 'invalid-email':\n      return 'That address could not be read, so no contact was recorded.'\n    case 'band':\n      return 'This workspace is at the number of contacts its plan holds.'\n    case 'erased':\n      return 'This person was erased from this workspace and was not recreated.'\n    default:\n      return 'The contact could not be recorded. Nothing else was affected.'\n  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package/src/lib/server/convert-open-lead.d.ts

@@ -0,0 +1,32 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+/** Which door closed the lead, recorded on it beside the conversion stamp. */
+export type LeadAutoConvertedBy = 'signup' | 'purchase' | 'backfill';
+export interface ConvertOpenLeadOntoContactInput {
+    hostId: string;
+    email: unknown;
+    /** `orgs/{orgId}/contacts/{contactId}` — the relationship the lead became. */
+    contactId: string;
+    by: LeadAutoConvertedBy;
+}
+/**
+ * Stamp the site's open lead for `email` as converted onto `contactId`.
+ * `true` when a lead was stamped; `false` when the site holds none, holds
+ * one that is not open, or the write failed.
+ */
+export declare function convertOpenLeadOntoContact(input: ConvertOpenLeadOntoContactInput): Promise<boolean>;
+export default convertOpenLeadOntoContact;

package/src/lib/server/convert-open-lead.js

@@ -0,0 +1,91 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ /**
+ * An open lead, closed as converted because the person became a
+ * relationship on their own (AGL-3232).
+ *
+ * Salesforce closes a lead when somebody converts it. Aglyn has a door that
+ * makes a person a contact without anybody deciding anything — a member
+ * account — and a lead left open behind it is a rep chasing a member. So a
+ * relationship capture asks here, after the contact exists: the site's
+ * lead for the address, if it is still open, is stamped converted onto
+ * that contact, the way the convert dialog stamps one, with `convertedBy`
+ * saying which door did it. The CRM's own module, because a lead is the
+ * CRM's record (docs/PACKAGES.md rule 3): the capture writer beside it
+ * calls it, and the one-record backfill stamps the same shape by hand.
+ *
+ * Only an OPEN lead: one already converted names its contact and must keep
+ * naming it, and one closed as unqualified was a decision — a person the
+ * team judged not real who then buys something is a fact for the contact's
+ * timeline, not a reason to rewrite the team's verdict.
+ *
+ * Once stamped, the lead hands what was filed on it to the contact — its
+ * activities, its tasks, and every plugin's records about it — exactly as
+ * the convert dialog's conversion does (AGL-3233), so a lead closed by a
+ * purchase leaves the same timeline behind as one a rep converted.
+ *
+ * Never throws: the capture that made the contact has already happened,
+ * and a lead that could not be stamped is one somebody converts by hand.
+ */ import { isCrmLeadOpen, normalizeContactEmail, personKey } from "@aglyn/aglyn/server";
+import { firebaseAdmin, getOrgForHost } from "@aglyn/tenant-data-admin";
+import { handOffLeadRecords } from "@aglyn/tenant-runtime/hand-off-lead";
+import { FieldValue } from "firebase-admin/firestore";
+/**
+ * Stamp the site's open lead for `email` as converted onto `contactId`.
+ * `true` when a lead was stamped; `false` when the site holds none, holds
+ * one that is not open, or the write failed.
+ */ export async function convertOpenLeadOntoContact(input) {
+    const email = normalizeContactEmail(input.email);
+    const key = email ? personKey(email) : null;
+    if (!key || !input.contactId) return false;
+    try {
+        var _snapshot_data;
+        const firestore = firebaseAdmin.app().firestore();
+        const leadRef = firestore.collection('hosts').doc(input.hostId).collection('leads').doc(key);
+        const snapshot = await leadRef.get();
+        if (!snapshot.exists) return false;
+        const lead = (_snapshot_data = snapshot.data()) != null ? _snapshot_data : {};
+        if (lead.convertedContactId || !isCrmLeadOpen(lead)) return false;
+        await leadRef.set({
+            status: 'qualified',
+            convertedContactId: input.contactId,
+            convertedAtMs: Date.now(),
+            convertedBy: input.by,
+            updatedAt: FieldValue.serverTimestamp()
+        }, {
+            merge: true
+        });
+        const resolved = await getOrgForHost(input.hostId);
+        if (resolved) {
+            await handOffLeadRecords({
+                firestore,
+                orgId: resolved.orgId,
+                hostId: input.hostId,
+                leadId: key,
+                contactId: input.contactId,
+                email,
+                by: input.by
+            });
+        }
+        return true;
+    } catch (error) {
+        console.error('convertOpenLeadOntoContact failed', input.hostId, error);
+        return false;
+    }
+}
+export default convertOpenLeadOntoContact;
+
+//# sourceMappingURL=convert-open-lead.js.map

package/src/lib/server/convert-open-lead.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/convert-open-lead.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 * An open lead, closed as converted because the person became a\n * relationship on their own (AGL-3232).\n *\n * Salesforce closes a lead when somebody converts it. Aglyn has a door that\n * makes a person a contact without anybody deciding anything — a member\n * account — and a lead left open behind it is a rep chasing a member. So a\n * relationship capture asks here, after the contact exists: the site's\n * lead for the address, if it is still open, is stamped converted onto\n * that contact, the way the convert dialog stamps one, with `convertedBy`\n * saying which door did it. The CRM's own module, because a lead is the\n * CRM's record (docs/PACKAGES.md rule 3): the capture writer beside it\n * calls it, and the one-record backfill stamps the same shape by hand.\n *\n * Only an OPEN lead: one already converted names its contact and must keep\n * naming it, and one closed as unqualified was a decision — a person the\n * team judged not real who then buys something is a fact for the contact's\n * timeline, not a reason to rewrite the team's verdict.\n *\n * Once stamped, the lead hands what was filed on it to the contact — its\n * activities, its tasks, and every plugin's records about it — exactly as\n * the convert dialog's conversion does (AGL-3233), so a lead closed by a\n * purchase leaves the same timeline behind as one a rep converted.\n *\n * Never throws: the capture that made the contact has already happened,\n * and a lead that could not be stamped is one somebody converts by hand.\n */\n\nimport {\n  type CrmLeadFields,\n  isCrmLeadOpen,\n  normalizeContactEmail,\n  personKey,\n} from '@aglyn/aglyn/server'\nimport { firebaseAdmin, getOrgForHost } from '@aglyn/tenant-data-admin'\nimport { handOffLeadRecords } from '@aglyn/tenant-runtime/hand-off-lead'\nimport { FieldValue } from 'firebase-admin/firestore'\n\n/** Which door closed the lead, recorded on it beside the conversion stamp. */\nexport type LeadAutoConvertedBy = 'signup' | 'purchase' | 'backfill'\n\nexport interface ConvertOpenLeadOntoContactInput {\n  hostId: string\n  email: unknown\n  /** `orgs/{orgId}/contacts/{contactId}` — the relationship the lead became. */\n  contactId: string\n  by: LeadAutoConvertedBy\n}\n\n/**\n * Stamp the site's open lead for `email` as converted onto `contactId`.\n * `true` when a lead was stamped; `false` when the site holds none, holds\n * one that is not open, or the write failed.\n */\nexport async function convertOpenLeadOntoContact(\n  input: ConvertOpenLeadOntoContactInput,\n): Promise<boolean> {\n  const email = normalizeContactEmail(input.email)\n  const key = email ? personKey(email) : null\n  if (!key || !input.contactId) return false\n  try {\n    const firestore = firebaseAdmin.app().firestore()\n    const leadRef = firestore\n      .collection('hosts')\n      .doc(input.hostId)\n      .collection('leads')\n      .doc(key)\n    const snapshot = await leadRef.get()\n    if (!snapshot.exists) return false\n    const lead = (snapshot.data() ?? {}) as Record<string, unknown> & CrmLeadFields\n    if (lead.convertedContactId || !isCrmLeadOpen(lead)) return false\n    await leadRef.set(\n      {\n        status: 'qualified',\n        convertedContactId: input.contactId,\n        convertedAtMs: Date.now(),\n        convertedBy: input.by,\n        updatedAt: FieldValue.serverTimestamp(),\n      },\n      { merge: true },\n    )\n    const resolved = await getOrgForHost(input.hostId)\n    if (resolved) {\n      await handOffLeadRecords({\n        firestore,\n        orgId: resolved.orgId,\n        hostId: input.hostId,\n        leadId: key,\n        contactId: input.contactId,\n        email,\n        by: input.by,\n      })\n    }\n    return true\n  } catch (error) {\n    console.error('convertOpenLeadOntoContact failed', input.hostId, error)\n    return false\n  }\n}\n\nexport default convertOpenLeadOntoContact\n"],"names":["isCrmLeadOpen","normalizeContactEmail","personKey","firebaseAdmin","getOrgForHost","handOffLeadRecords","FieldValue","convertOpenLeadOntoContact","input","email","key","contactId","snapshot","firestore","app","leadRef","collection","doc","hostId","get","exists","lead","data","convertedContactId","set","status","convertedAtMs","Date","now","convertedBy","by","updatedAt","serverTimestamp","merge","resolved","orgId","leadId","error","console"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;;;;CA0BC,GAED,SAEEA,aAAa,EACbC,qBAAqB,EACrBC,SAAS,QACJ,sBAAqB;AAC5B,SAASC,aAAa,EAAEC,aAAa,QAAQ,2BAA0B;AACvE,SAASC,kBAAkB,QAAQ,sCAAqC;AACxE,SAASC,UAAU,QAAQ,2BAA0B;AAarD;;;;CAIC,GACD,OAAO,eAAeC,2BACpBC,KAAsC;IAEtC,MAAMC,QAAQR,sBAAsBO,MAAMC,KAAK;IAC/C,MAAMC,MAAMD,QAAQP,UAAUO,SAAS;IACvC,IAAI,CAACC,OAAO,CAACF,MAAMG,SAAS,EAAE,OAAO;IACrC,IAAI;YASYC;QARd,MAAMC,YAAYV,cAAcW,GAAG,GAAGD,SAAS;QAC/C,MAAME,UAAUF,UACbG,UAAU,CAAC,SACXC,GAAG,CAACT,MAAMU,MAAM,EAChBF,UAAU,CAAC,SACXC,GAAG,CAACP;QACP,MAAME,WAAW,MAAMG,QAAQI,GAAG;QAClC,IAAI,CAACP,SAASQ,MAAM,EAAE,OAAO;QAC7B,MAAMC,QAAQT,iBAAAA,SAASU,IAAI,cAAbV,iBAAmB,CAAC;QAClC,IAAIS,KAAKE,kBAAkB,IAAI,CAACvB,cAAcqB,OAAO,OAAO;QAC5D,MAAMN,QAAQS,GAAG,CACf;YACEC,QAAQ;YACRF,oBAAoBf,MAAMG,SAAS;YACnCe,eAAeC,KAAKC,GAAG;YACvBC,aAAarB,MAAMsB,EAAE;YACrBC,WAAWzB,WAAW0B,eAAe;QACvC,GACA;YAAEC,OAAO;QAAK;QAEhB,MAAMC,WAAW,MAAM9B,cAAcI,MAAMU,MAAM;QACjD,IAAIgB,UAAU;YACZ,MAAM7B,mBAAmB;gBACvBQ;gBACAsB,OAAOD,SAASC,KAAK;gBACrBjB,QAAQV,MAAMU,MAAM;gBACpBkB,QAAQ1B;gBACRC,WAAWH,MAAMG,SAAS;gBAC1BF;gBACAqB,IAAItB,MAAMsB,EAAE;YACd;QACF;QACA,OAAO;IACT,EAAE,OAAOO,OAAO;QACdC,QAAQD,KAAK,CAAC,qCAAqC7B,MAAMU,MAAM,EAAEmB;QACjE,OAAO;IACT;AACF;AAEA,eAAe9B,2BAA0B"}

package/src/lib/server/lead-create.d.ts

@@ -0,0 +1,76 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+/**
+ * `POST /api/crm/leads-create` — a lead typed in by hand (AGL-3231).
+ *
+ * Salesforce's New Lead: a person the team has heard of and has not yet
+ * qualified, entered with what is known about them — the address, the
+ * name, the company as text, a title, a phone, a website, an address, tags,
+ * where they came from — and nothing else brought into being. No contact,
+ * no company record: those are the conversion's to make, once the lead is
+ * real. Until then the lead is the whole record, which is what lets the
+ * Leads section be worked without a second row for every person in it.
+ *
+ * ## Through the one door
+ *
+ * `addHostLead` is the single writer of `hosts/{hostId}/leads` — the
+ * capture doors, the import and the REST create all reach it — and it is
+ * the writer here. That is what keys the lead on the person, so a second
+ * "new lead" for one address updates the first rather than filing twice;
+ * counts it against the platform ceiling inside the transaction that
+ * writes; and records NO marketing basis, because a person typed in by the
+ * team is not a person who ticked a box. The profile and the working state
+ * are the CRM's own annotations and land in one merge write after the
+ * door's, exactly as the import writes them.
+ *
+ * ## Who may call it
+ *
+ * The same two gates the convert route asks: `data.manage` in the org, and
+ * a role on THIS site — a lead is the site's record, so an org member scoped
+ * to a sibling site holds the key but not the host. Then the CRM suite gate,
+ * because a lead entered by hand is suite work: the capture doors that fill
+ * a Free workspace's leads do not come through here.
+ */
+import { type CrmLeadProfilePatch, type CrmLeadStatus, type PluginApiHandler } from '@aglyn/aglyn/server';
+/** The surface a hand-entered lead names, beside `signup`, `booking`, `form:{id}` and `import`. */
+export declare const LEAD_MANUAL_SOURCE = "manual";
+/** What the New lead drawer posts. */
+export interface LeadCreateRequest {
+    hostId: string;
+    email: string;
+    name?: string;
+    company?: string;
+    jobTitle?: string;
+    phone?: string;
+    website?: string;
+    address?: Record<string, unknown> | null;
+    tags?: string[];
+    leadSource?: string;
+    status?: CrmLeadStatus;
+    ownerUid?: string;
+    notes?: string;
+}
+/** What the route answers on success. */
+export interface LeadCreateResponse {
+    leadId: string;
+    /** False when the site already held a lead for the address — it was updated. */
+    created: boolean;
+}
+/** The lead's own fields as one write, `null` in the patch meaning a clear. */
+export declare function leadProfileWrite(patch: CrmLeadProfilePatch): Record<string, unknown>;
+export declare const leadCreateHandler: PluginApiHandler;
+export default leadCreateHandler;