@aglyn/plugins-crm 1.0.0-beta.162 → 1.0.0-beta.164

package/src/lib/model/crm-lead-import.js

@@ -64,7 +64,8 @@ import { _ as _object_without_properties_loose } from "@swc/helpers/_/_object_wi
  * to belong to, is left off the lead and REPORTED under
  * {@link LeadImportRow.dropped}, so the operator learns that a column went
  * nowhere rather than discovering it weeks later.
- */ import { normalizeContactEmail } from "@aglyn/aglyn/app-utils/contacts";
+ */ import { CAMPAIGN_MEMBERSHIP_CAP } from "@aglyn/aglyn/app-utils/campaign-membership";
+import { normalizeContactEmail } from "@aglyn/aglyn/app-utils/contacts";
 import { CRM_LEAD_STATUS_LABELS, CRM_LEAD_STATUSES, CRM_LEAD_TEXT_MAX, isCrmLeadStatus, normalizeCrmLeadTags, normalizeCompanyWebsite } from "@aglyn/aglyn/app-utils/crm";
 import { normalizeAddress, normalizePhone } from "@aglyn/aglyn/foundation/definitions/contact.types";
 import { CSV_IMPORT_CHUNK_SIZE, CSV_IMPORT_MAX_BODY_BYTES, CSV_IMPORT_MAX_ROWS, CSV_IMPORT_PREVIEW_ROWS, emptyImportResult, guessImportMapping, importAliasKeys, importSkippedCsv, importTextValue, mapImportRow, mergeImportResults } from "@aglyn/aglyn/app-utils/csv-import";
@@ -108,6 +109,7 @@ export const LEAD_IMPORT_REASON_MAX = 500;
     'addressPostalCode',
     'addressCountry',
     'tags',
+    'campaigns',
     'unqualifiedReason',
     'notes'
 ];
@@ -128,6 +130,7 @@ export const LEAD_IMPORT_REASON_MAX = 500;
     addressPostalCode: 'Postal code',
     addressCountry: 'Country (two-letter code)',
     tags: 'Tags (comma or | separated)',
+    campaigns: 'Campaigns (by name, comma or | separated)',
     unqualifiedReason: 'Unqualified reason',
     notes: 'Notes'
 };
@@ -251,6 +254,15 @@ export const LEAD_IMPORT_REASON_MAX = 500;
         'labels',
         'lists'
     ],
+    // `campaign` alone stays the lead source's: another tool's "Campaign"
+    // column names where the person came from, not one of this site's
+    // containers (AGL-3254).
+    campaigns: [
+        'campaigns',
+        'campaign names',
+        'in campaigns',
+        'email campaigns'
+    ],
     unqualifiedReason: [
         'unqualified reason',
         'reason',
@@ -280,8 +292,10 @@ const FIELD_ALIAS_KEYS = importAliasKeys(LEAD_IMPORT_FIELDS, FIELD_ALIASES);
     'invalid-email': 'No usable email address',
     duplicate: 'The same address appears earlier in this file',
     'lead-ceiling': 'This site is at the platform lead limit',
+    'campaign-unknown': 'Names a campaign this site does not have',
     'write-failed': 'Could not be saved'
 };
+/** The most campaigns one row may name — the membership field's own cap. */ export const LEAD_IMPORT_CAMPAIGNS_MAX = CAMPAIGN_MEMBERSHIP_CAP;
 /**
  * A status cell by id or by label — `working`, `Working` and `WORKING` are
  * one status. `null` for a cell naming no status a file may set, which
@@ -302,7 +316,7 @@ const FIELD_ALIAS_KEYS = importAliasKeys(LEAD_IMPORT_FIELDS, FIELD_ALIASES);
  * the document id; the owner is refused by the server, which alone can
  * look them up.
  */ export function normalizeLeadImportRow(raw) {
-    var _importTextValue, _raw_tags;
+    var _importTextValue, _raw_tags, _raw_campaigns;
     var _importTextValue1, _importTextValue2, _importTextValue3, _importTextValue4;
     const emailText = (_importTextValue = importTextValue(raw.email, 320)) != null ? _importTextValue : '';
     const email = normalizeContactEmail(emailText);
@@ -365,6 +379,12 @@ const FIELD_ALIAS_KEYS = importAliasKeys(LEAD_IMPORT_FIELDS, FIELD_ALIASES);
     if (countryText && !(address == null ? void 0 : address.country)) drop('addressCountry', countryText);
     const tags = normalizeCrmLeadTags(String((_raw_tags = raw.tags) != null ? _raw_tags : '').split(/[,|]/).map((tag)=>tag.trim()));
     if (tags.length) row.profile.tags = tags;
+    // Names, trimmed and deduplicated as typed; the server matches them to
+    // the site's campaigns without regard to case.
+    const campaigns = [
+        ...new Set(String((_raw_campaigns = raw.campaigns) != null ? _raw_campaigns : '').split(/[,|]/).map((name)=>name.trim().replace(/\s+/g, ' ')).filter(Boolean))
+    ].slice(0, LEAD_IMPORT_CAMPAIGNS_MAX);
+    if (campaigns.length) row.campaigns = campaigns;
     const statusText = importTextValue(raw.status, 32);
     if (statusText) {
         const status = parseImportLeadStatus(statusText);

package/src/lib/model/crm-lead-import.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-lead-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 * BRINGING A SPREADSHEET OF LEADS INTO THE CRM — the pure half (AGL-2701).\n *\n * The contact import's three stages (`crm-import.ts`) over the lead\n * vocabulary. A lead is the one CRM record a person does not type: it is\n * what a capture door wrote when somebody signed up, booked or submitted a\n * form, plus the working state the team wrote on top. A file therefore\n * carries HALF a lead — the person, and the team's annotations — and the\n * capture half is the door's to write.\n *\n * ## The address is the identity, because it is the document id\n *\n * A lead lives at `hosts/{hostId}/leads/{personKey}`, and `personKey` is\n * the sha256 of the normalized address. So the address is not merely the\n * one required cell: it is the row's name. A cell the normalizer cannot\n * read is refused as `invalid-email`, and two rows of one file that\n * normalize to the same address are one person — the second is skipped as\n * `duplicate` rather than merged onto the first, for the reason the\n * contacts import gives: one person reported once created and once merged\n * is a number the operator cannot reconcile against the rows they sent.\n *\n * ## What a file may NOT say\n *\n * The export's `Sources`, `First seen`, `Last seen` and `Captures` columns\n * are the capture door's own record of what the visitor did, and\n * `Converted` is stamped by `crm/lead-convert` after the contact exists.\n * None of them is a field here, so the mapping leaves those columns\n * unmapped rather than mis-mapping them — a file that could write\n * \"first seen\" could rewrite the history it is supposed to describe. The\n * organization-level file's `Site` column is left out for a second reason:\n * the site is the drawer's question and the route's permission is granted\n * for that ONE site, so a cell must not be able to redirect a row to\n * another.\n *\n * ## Qualified is a conversion, not a status a cell can claim\n *\n * `qualified` means a lead BECAME a contact, and `convertedContactId`\n * beside it names the contact that was really created. Only the convert\n * route writes the pair, so the list's own status control offers new,\n * working and unqualified and nothing else. A cell naming `qualified` is\n * dropped and reported here for the same reason: a status claiming a\n * conversion that never happened would show a contact link to nowhere.\n *\n * ## A bad cell is dropped and named; a bad row is skipped and named\n *\n * The address is the only cell that can make a row unstorable. An\n * unreadable status, or an unqualified reason with no unqualified status\n * to belong to, is left off the lead and REPORTED under\n * {@link LeadImportRow.dropped}, so the operator learns that a column went\n * nowhere rather than discovering it weeks later.\n */\n\nimport { normalizeContactEmail } from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_STATUSES,\n  CRM_LEAD_TEXT_MAX,\n  type CrmLeadProfile,\n  type CrmLeadStatus,\n  isCrmLeadStatus,\n  normalizeCrmLeadTags,\n  normalizeCompanyWebsite,\n} from '@aglyn/aglyn/app-utils/crm'\nimport {\n  normalizeAddress,\n  normalizePhone,\n} from '@aglyn/aglyn/foundation/definitions/contact.types'\nimport {\n  CSV_IMPORT_CHUNK_SIZE,\n  CSV_IMPORT_MAX_BODY_BYTES,\n  CSV_IMPORT_MAX_ROWS,\n  CSV_IMPORT_PREVIEW_ROWS,\n  emptyImportResult,\n  guessImportMapping,\n  importAliasKeys,\n  type ImportChunkResult,\n  type ImportDroppedValue,\n  importSkippedCsv,\n  importTextValue,\n  mapImportRow,\n  mergeImportResults,\n} from '@aglyn/aglyn/app-utils/csv-import'\n\n/** The shared ceilings, under this collection's names. */\nexport const LEAD_IMPORT_MAX_ROWS = CSV_IMPORT_MAX_ROWS\nexport const LEAD_IMPORT_CHUNK_SIZE = CSV_IMPORT_CHUNK_SIZE\nexport const LEAD_IMPORT_MAX_BODY_BYTES = CSV_IMPORT_MAX_BODY_BYTES\nexport const LEAD_IMPORT_PREVIEW_ROWS = CSV_IMPORT_PREVIEW_ROWS\n\n/** The same caps the lead's own cards hold a typed value to. */\nexport const LEAD_IMPORT_NOTES_MAX = 4000\nexport const LEAD_IMPORT_REASON_MAX = 500\n\n/** A person's name, capped where every other import caps one. */\nconst NAME_MAX = 120\n\n/**\n * The statuses a file may set.\n *\n * The list's own status control offers exactly these three, and for the\n * reason given above: `qualified` is written by the conversion, beside the\n * contact it produced.\n */\nexport const LEAD_IMPORT_STATUSES: readonly CrmLeadStatus[] =\n  CRM_LEAD_STATUSES.filter((status) => status !== 'qualified')\n\n/**\n * The fields a column may be mapped to, in the order the mapping menu\n * lists them.\n *\n * The lead's own profile (AGL-3231) — company, title, phone, website, the\n * lead source, the address parts and tags — is what a list from another\n * tool actually carries, and the reason a lead can be worked without a\n * contact beside it. They read under the same labels the contacts import\n * uses, so one spreadsheet maps the same way into either.\n */\nexport const LEAD_IMPORT_FIELDS = [\n  'email',\n  'name',\n  'company',\n  'jobTitle',\n  'phone',\n  'website',\n  'leadSource',\n  'status',\n  'ownerEmail',\n  'addressLine1',\n  'addressLine2',\n  'addressCity',\n  'addressState',\n  'addressPostalCode',\n  'addressCountry',\n  'tags',\n  'unqualifiedReason',\n  'notes',\n] as const\n\nexport type LeadImportField = (typeof LEAD_IMPORT_FIELDS)[number]\n\n/** How each field reads in the mapping menu. Typed so a field cannot ship unlabeled. */\nexport const LEAD_IMPORT_FIELD_LABELS: Record<LeadImportField, string> = {\n  email: 'Email (required)',\n  name: 'Name',\n  company: 'Company name',\n  jobTitle: 'Job title',\n  phone: 'Phone',\n  website: 'Website',\n  leadSource: 'Lead source',\n  status: 'Status (new, working, unqualified)',\n  ownerEmail: 'Owner (team member email)',\n  addressLine1: 'Address line 1',\n  addressLine2: 'Address line 2',\n  addressCity: 'City',\n  addressState: 'State or region',\n  addressPostalCode: 'Postal code',\n  addressCountry: 'Country (two-letter code)',\n  tags: 'Tags (comma or | separated)',\n  unqualifiedReason: 'Unqualified reason',\n  notes: 'Notes',\n}\n\n/**\n * Header aliases per field, matched after the shared header normalization.\n *\n * First in each list is the header this CRM's own leads export writes, so\n * an export re-imports without a hand mapping; the export's Sources, First\n * seen, Last seen, Captures, Converted and Site columns are deliberately\n * absent from every list, so they land on \"Do not import\".\n */\nconst FIELD_ALIASES: Record<LeadImportField, readonly string[]> = {\n  email: ['email', 'email address', 'e mail', 'mail', 'contact email', 'work email'],\n  name: ['name', 'full name', 'lead', 'lead name', 'contact', 'contact name', 'person'],\n  company: [\n    'company',\n    'company name',\n    'organization',\n    'organisation',\n    'account',\n    'account name',\n    'employer',\n  ],\n  jobTitle: ['job title', 'title', 'position', 'role', 'headline'],\n  phone: ['phone', 'phone number', 'mobile', 'mobile phone', 'telephone', 'tel', 'cell'],\n  website: ['website', 'web site', 'url', 'company website', 'company domain', 'domain'],\n  leadSource: ['lead source', 'source', 'origin', 'channel', 'campaign'],\n  status: ['status', 'lead status', 'stage', 'lead stage'],\n  ownerEmail: ['owner', 'owner email', 'assigned to', 'assignee', 'rep', 'sales rep'],\n  addressLine1: ['address', 'address line 1', 'street', 'street address', 'address 1'],\n  addressLine2: ['address line 2', 'address 2', 'suite', 'apartment'],\n  addressCity: ['city', 'town', 'locality'],\n  addressState: ['state', 'state or region', 'region', 'province', 'county'],\n  addressPostalCode: ['postal code', 'postcode', 'zip', 'zip code'],\n  addressCountry: ['country', 'country code'],\n  tags: ['tags', 'tag', 'labels', 'lists'],\n  unqualifiedReason: [\n    'unqualified reason',\n    'reason',\n    'disqualified reason',\n    'lost reason',\n    'reason lost',\n  ],\n  notes: ['notes', 'note', 'description', 'comments', 'details'],\n}\n\nconst FIELD_ALIAS_KEYS = importAliasKeys(LEAD_IMPORT_FIELDS, FIELD_ALIASES)\n\n/** Column index → field. A column absent from the map is not imported. */\nexport type LeadImportMapping = Record<number, LeadImportField>\n\n/** A proposed mapping from a file's header row, each field taken at most once. */\nexport function guessLeadImportMapping(columns: readonly string[]): LeadImportMapping {\n  return guessImportMapping(columns, LEAD_IMPORT_FIELDS, FIELD_ALIAS_KEYS)\n}\n\n/**\n * What the browser posts for one line: the cells the mapping selected,\n * under the field they were mapped to, verbatim. `unknown` because the\n * server reads this off an untrusted body.\n */\nexport type LeadImportRawRow = Partial<Record<LeadImportField, unknown>>\n\n/** One parsed line under the mapping. Empty cells are left absent; a lead has no custom fields. */\nexport function mapLeadImportRow(\n  cells: readonly string[],\n  mapping: Record<number, LeadImportField | `custom:${string}`>,\n): LeadImportRawRow {\n  const { custom: _custom, ...row } = mapImportRow(cells, mapping)\n  return row\n}\n\nexport type LeadImportSkipReason =\n  | 'invalid-email'\n  | 'duplicate'\n  | 'lead-ceiling'\n  | 'write-failed'\n\n/** How a skip reason reads on screen and in the downloaded file. */\nexport const LEAD_IMPORT_SKIP_LABELS: Record<LeadImportSkipReason, string> = {\n  'invalid-email': 'No usable email address',\n  duplicate: 'The same address appears earlier in this file',\n  'lead-ceiling': 'This site is at the platform lead limit',\n  'write-failed': 'Could not be saved',\n}\n\n/** One row, ready for the server to resolve and write. */\nexport interface LeadImportRow {\n  /** Normalized — the address `personKey` derives the document id from. */\n  email: string\n  name?: string\n  /**\n   * The lead's own profile, already normalized the way the record stores\n   * it (AGL-3231): a key present is a value to write, a key absent leaves\n   * an existing lead's value alone. Never a clear — a blank cell in a file\n   * is a cell nobody filled, not a decision to erase what the site knows.\n   */\n  profile: CrmLeadProfile\n  /** Absent leaves an existing lead's status alone and a new one reading as `new`. */\n  status?: CrmLeadStatus\n  /** Normalized, for the server to resolve against the org's members. */\n  ownerEmail?: string\n  /** Only ever set beside `status: 'unqualified'` — the pair is one fact. */\n  unqualifiedReason?: string\n  notes?: string\n  dropped: ImportDroppedValue[]\n}\n\nexport type LeadImportRowVerdict =\n  | { ok: true; row: LeadImportRow }\n  | { ok: false; reason: 'invalid-email'; input: string }\n\n/**\n * A status cell by id or by label — `working`, `Working` and `WORKING` are\n * one status. `null` for a cell naming no status a file may set, which\n * includes the well-spelled `Qualified` the export writes for a converted\n * lead.\n */\nexport function parseImportLeadStatus(value: unknown): CrmLeadStatus | null {\n  const text = String(value ?? '')\n    .trim()\n    .toLowerCase()\n  if (!text) return null\n  const byId = isCrmLeadStatus(text) ? text : null\n  const byLabel =\n    LEAD_IMPORT_STATUSES.find(\n      (status) => CRM_LEAD_STATUS_LABELS[status].toLowerCase() === text,\n    ) ?? null\n  const status = byId ?? byLabel\n  return status && LEAD_IMPORT_STATUSES.includes(status) ? status : null\n}\n\n/**\n * One raw row as the values that will be written, or the reason it cannot\n * be. Refused here only for an unusable address, because the address is\n * the document id; the owner is refused by the server, which alone can\n * look them up.\n */\nexport function normalizeLeadImportRow(raw: LeadImportRawRow): LeadImportRowVerdict {\n  const emailText = importTextValue(raw.email, 320) ?? ''\n  const email = normalizeContactEmail(emailText)\n  if (!email) {\n    return { ok: false, reason: 'invalid-email', input: emailText }\n  }\n  const dropped: ImportDroppedValue[] = []\n  const drop = (field: LeadImportField, value: unknown) => {\n    dropped.push({ field, value: String(value ?? '').trim() })\n  }\n  const row: LeadImportRow = { email, profile: {}, dropped }\n\n  const name = importTextValue(raw.name, NAME_MAX)?.replace(/\\s+/g, ' ')\n  if (name) row.name = name\n\n  /*\n   * The profile (AGL-3231), field by field, each through the normalizer\n   * the record's own card runs. A phone or a website the normalizer cannot\n   * read is dropped and reported rather than stored as typed, because the\n   * record renders both as links; the country is the one address part the\n   * address normalizer drops silently — a typed name is not a code — so it\n   * is the one part the report has to name.\n   */\n  const company = importTextValue(raw.company, CRM_LEAD_TEXT_MAX)?.replace(/\\s+/g, ' ')\n  if (company) row.profile.company = company\n  const jobTitle = importTextValue(raw.jobTitle, CRM_LEAD_TEXT_MAX)?.replace(/\\s+/g, ' ')\n  if (jobTitle) row.profile.jobTitle = jobTitle\n  const leadSource = importTextValue(raw.leadSource, CRM_LEAD_TEXT_MAX)?.replace(\n    /\\s+/g,\n    ' ',\n  )\n  if (leadSource) row.profile.leadSource = leadSource\n  const phoneText = importTextValue(raw.phone, 64)\n  if (phoneText) {\n    const phone = normalizePhone(phoneText)\n    if (phone) row.profile.phone = phone\n    else drop('phone', phoneText)\n  }\n  const websiteText = importTextValue(raw.website, 320)\n  if (websiteText) {\n    const website = normalizeCompanyWebsite(websiteText)\n    if (website) row.profile.website = website\n    else drop('website', websiteText)\n  }\n  const address = normalizeAddress({\n    line1: importTextValue(raw.addressLine1, 200),\n    line2: importTextValue(raw.addressLine2, 200),\n    city: importTextValue(raw.addressCity, 120),\n    state: importTextValue(raw.addressState, 120),\n    postalCode: importTextValue(raw.addressPostalCode, 32),\n    country: importTextValue(raw.addressCountry, 8),\n  })\n  if (address) row.profile.address = address\n  const countryText = importTextValue(raw.addressCountry, 64)\n  if (countryText && !address?.country) drop('addressCountry', countryText)\n  const tags = normalizeCrmLeadTags(\n    String(raw.tags ?? '')\n      .split(/[,|]/)\n      .map((tag) => tag.trim()),\n  )\n  if (tags.length) row.profile.tags = tags\n\n  const statusText = importTextValue(raw.status, 32)\n  if (statusText) {\n    const status = parseImportLeadStatus(statusText)\n    if (status) row.status = status\n    else drop('status', statusText)\n  }\n\n  const ownerText = importTextValue(raw.ownerEmail, 320)\n  if (ownerText) {\n    const owner = normalizeContactEmail(ownerText)\n    if (owner) row.ownerEmail = owner\n    else drop('ownerEmail', ownerText)\n  }\n\n  /*\n   * The reason belongs to the status: it is what an unqualified lead was\n   * closed FOR, and on a lead that is not unqualified it describes\n   * nothing. A row that carries one without the other keeps the status and\n   * reports the reason, so a mis-mapped column is visible rather than\n   * stored where nothing reads it.\n   */\n  const reasonText = importTextValue(raw.unqualifiedReason, LEAD_IMPORT_REASON_MAX)\n  if (reasonText) {\n    if (row.status === 'unqualified') row.unqualifiedReason = reasonText\n    else drop('unqualifiedReason', reasonText)\n  }\n\n  const notes = importTextValue(raw.notes, LEAD_IMPORT_NOTES_MAX)\n  if (notes) row.notes = notes\n\n  return { ok: true, row }\n}\n\n/** One row the server did not store, by its index in the request, named by the address. */\nexport interface LeadImportSkippedRow {\n  index: number\n  email: string\n  reason: LeadImportSkipReason\n}\n\n/** What one request did. The drawer sums these across a file. */\nexport type LeadImportChunkResult = ImportChunkResult<LeadImportSkippedRow>\n\nexport function emptyLeadImportResult(): LeadImportChunkResult {\n  return emptyImportResult<LeadImportSkippedRow>()\n}\n\nexport function mergeLeadImportResults(\n  total: LeadImportChunkResult,\n  chunk: LeadImportChunkResult,\n  offset = 0,\n): LeadImportChunkResult {\n  return mergeImportResults(total, chunk, offset)\n}\n\n/** The skipped rows as a file the operator can fix and re-import. */\nexport function leadImportSkippedCsv(\n  columns: readonly string[],\n  entries: readonly { cells: readonly string[]; reason: LeadImportSkipReason }[],\n): string {\n  return importSkippedCsv(columns, entries, 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-lead-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 * BRINGING A SPREADSHEET OF LEADS INTO THE CRM — the pure half (AGL-2701).\n *\n * The contact import's three stages (`crm-import.ts`) over the lead\n * vocabulary. A lead is the one CRM record a person does not type: it is\n * what a capture door wrote when somebody signed up, booked or submitted a\n * form, plus the working state the team wrote on top. A file therefore\n * carries HALF a lead — the person, and the team's annotations — and the\n * capture half is the door's to write.\n *\n * ## The address is the identity, because it is the document id\n *\n * A lead lives at `hosts/{hostId}/leads/{personKey}`, and `personKey` is\n * the sha256 of the normalized address. So the address is not merely the\n * one required cell: it is the row's name. A cell the normalizer cannot\n * read is refused as `invalid-email`, and two rows of one file that\n * normalize to the same address are one person — the second is skipped as\n * `duplicate` rather than merged onto the first, for the reason the\n * contacts import gives: one person reported once created and once merged\n * is a number the operator cannot reconcile against the rows they sent.\n *\n * ## What a file may NOT say\n *\n * The export's `Sources`, `First seen`, `Last seen` and `Captures` columns\n * are the capture door's own record of what the visitor did, and\n * `Converted` is stamped by `crm/lead-convert` after the contact exists.\n * None of them is a field here, so the mapping leaves those columns\n * unmapped rather than mis-mapping them — a file that could write\n * \"first seen\" could rewrite the history it is supposed to describe. The\n * organization-level file's `Site` column is left out for a second reason:\n * the site is the drawer's question and the route's permission is granted\n * for that ONE site, so a cell must not be able to redirect a row to\n * another.\n *\n * ## Qualified is a conversion, not a status a cell can claim\n *\n * `qualified` means a lead BECAME a contact, and `convertedContactId`\n * beside it names the contact that was really created. Only the convert\n * route writes the pair, so the list's own status control offers new,\n * working and unqualified and nothing else. A cell naming `qualified` is\n * dropped and reported here for the same reason: a status claiming a\n * conversion that never happened would show a contact link to nowhere.\n *\n * ## A bad cell is dropped and named; a bad row is skipped and named\n *\n * The address is the only cell that can make a row unstorable. An\n * unreadable status, or an unqualified reason with no unqualified status\n * to belong to, is left off the lead and REPORTED under\n * {@link LeadImportRow.dropped}, so the operator learns that a column went\n * nowhere rather than discovering it weeks later.\n */\n\nimport { CAMPAIGN_MEMBERSHIP_CAP } from '@aglyn/aglyn/app-utils/campaign-membership'\nimport { normalizeContactEmail } from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_STATUSES,\n  CRM_LEAD_TEXT_MAX,\n  type CrmLeadProfile,\n  type CrmLeadStatus,\n  isCrmLeadStatus,\n  normalizeCrmLeadTags,\n  normalizeCompanyWebsite,\n} from '@aglyn/aglyn/app-utils/crm'\nimport {\n  normalizeAddress,\n  normalizePhone,\n} from '@aglyn/aglyn/foundation/definitions/contact.types'\nimport {\n  CSV_IMPORT_CHUNK_SIZE,\n  CSV_IMPORT_MAX_BODY_BYTES,\n  CSV_IMPORT_MAX_ROWS,\n  CSV_IMPORT_PREVIEW_ROWS,\n  emptyImportResult,\n  guessImportMapping,\n  importAliasKeys,\n  type ImportChunkResult,\n  type ImportDroppedValue,\n  importSkippedCsv,\n  importTextValue,\n  mapImportRow,\n  mergeImportResults,\n} from '@aglyn/aglyn/app-utils/csv-import'\n\n/** The shared ceilings, under this collection's names. */\nexport const LEAD_IMPORT_MAX_ROWS = CSV_IMPORT_MAX_ROWS\nexport const LEAD_IMPORT_CHUNK_SIZE = CSV_IMPORT_CHUNK_SIZE\nexport const LEAD_IMPORT_MAX_BODY_BYTES = CSV_IMPORT_MAX_BODY_BYTES\nexport const LEAD_IMPORT_PREVIEW_ROWS = CSV_IMPORT_PREVIEW_ROWS\n\n/** The same caps the lead's own cards hold a typed value to. */\nexport const LEAD_IMPORT_NOTES_MAX = 4000\nexport const LEAD_IMPORT_REASON_MAX = 500\n\n/** A person's name, capped where every other import caps one. */\nconst NAME_MAX = 120\n\n/**\n * The statuses a file may set.\n *\n * The list's own status control offers exactly these three, and for the\n * reason given above: `qualified` is written by the conversion, beside the\n * contact it produced.\n */\nexport const LEAD_IMPORT_STATUSES: readonly CrmLeadStatus[] =\n  CRM_LEAD_STATUSES.filter((status) => status !== 'qualified')\n\n/**\n * The fields a column may be mapped to, in the order the mapping menu\n * lists them.\n *\n * The lead's own profile (AGL-3231) — company, title, phone, website, the\n * lead source, the address parts and tags — is what a list from another\n * tool actually carries, and the reason a lead can be worked without a\n * contact beside it. They read under the same labels the contacts import\n * uses, so one spreadsheet maps the same way into either.\n */\nexport const LEAD_IMPORT_FIELDS = [\n  'email',\n  'name',\n  'company',\n  'jobTitle',\n  'phone',\n  'website',\n  'leadSource',\n  'status',\n  'ownerEmail',\n  'addressLine1',\n  'addressLine2',\n  'addressCity',\n  'addressState',\n  'addressPostalCode',\n  'addressCountry',\n  'tags',\n  'campaigns',\n  'unqualifiedReason',\n  'notes',\n] as const\n\nexport type LeadImportField = (typeof LEAD_IMPORT_FIELDS)[number]\n\n/** How each field reads in the mapping menu. Typed so a field cannot ship unlabeled. */\nexport const LEAD_IMPORT_FIELD_LABELS: Record<LeadImportField, string> = {\n  email: 'Email (required)',\n  name: 'Name',\n  company: 'Company name',\n  jobTitle: 'Job title',\n  phone: 'Phone',\n  website: 'Website',\n  leadSource: 'Lead source',\n  status: 'Status (new, working, unqualified)',\n  ownerEmail: 'Owner (team member email)',\n  addressLine1: 'Address line 1',\n  addressLine2: 'Address line 2',\n  addressCity: 'City',\n  addressState: 'State or region',\n  addressPostalCode: 'Postal code',\n  addressCountry: 'Country (two-letter code)',\n  tags: 'Tags (comma or | separated)',\n  campaigns: 'Campaigns (by name, comma or | separated)',\n  unqualifiedReason: 'Unqualified reason',\n  notes: 'Notes',\n}\n\n/**\n * Header aliases per field, matched after the shared header normalization.\n *\n * First in each list is the header this CRM's own leads export writes, so\n * an export re-imports without a hand mapping; the export's Sources, First\n * seen, Last seen, Captures, Converted and Site columns are deliberately\n * absent from every list, so they land on \"Do not import\".\n */\nconst FIELD_ALIASES: Record<LeadImportField, readonly string[]> = {\n  email: ['email', 'email address', 'e mail', 'mail', 'contact email', 'work email'],\n  name: ['name', 'full name', 'lead', 'lead name', 'contact', 'contact name', 'person'],\n  company: [\n    'company',\n    'company name',\n    'organization',\n    'organisation',\n    'account',\n    'account name',\n    'employer',\n  ],\n  jobTitle: ['job title', 'title', 'position', 'role', 'headline'],\n  phone: ['phone', 'phone number', 'mobile', 'mobile phone', 'telephone', 'tel', 'cell'],\n  website: ['website', 'web site', 'url', 'company website', 'company domain', 'domain'],\n  leadSource: ['lead source', 'source', 'origin', 'channel', 'campaign'],\n  status: ['status', 'lead status', 'stage', 'lead stage'],\n  ownerEmail: ['owner', 'owner email', 'assigned to', 'assignee', 'rep', 'sales rep'],\n  addressLine1: ['address', 'address line 1', 'street', 'street address', 'address 1'],\n  addressLine2: ['address line 2', 'address 2', 'suite', 'apartment'],\n  addressCity: ['city', 'town', 'locality'],\n  addressState: ['state', 'state or region', 'region', 'province', 'county'],\n  addressPostalCode: ['postal code', 'postcode', 'zip', 'zip code'],\n  addressCountry: ['country', 'country code'],\n  tags: ['tags', 'tag', 'labels', 'lists'],\n  // `campaign` alone stays the lead source's: another tool's \"Campaign\"\n  // column names where the person came from, not one of this site's\n  // containers (AGL-3254).\n  campaigns: ['campaigns', 'campaign names', 'in campaigns', 'email campaigns'],\n  unqualifiedReason: [\n    'unqualified reason',\n    'reason',\n    'disqualified reason',\n    'lost reason',\n    'reason lost',\n  ],\n  notes: ['notes', 'note', 'description', 'comments', 'details'],\n}\n\nconst FIELD_ALIAS_KEYS = importAliasKeys(LEAD_IMPORT_FIELDS, FIELD_ALIASES)\n\n/** Column index → field. A column absent from the map is not imported. */\nexport type LeadImportMapping = Record<number, LeadImportField>\n\n/** A proposed mapping from a file's header row, each field taken at most once. */\nexport function guessLeadImportMapping(columns: readonly string[]): LeadImportMapping {\n  return guessImportMapping(columns, LEAD_IMPORT_FIELDS, FIELD_ALIAS_KEYS)\n}\n\n/**\n * What the browser posts for one line: the cells the mapping selected,\n * under the field they were mapped to, verbatim. `unknown` because the\n * server reads this off an untrusted body.\n */\nexport type LeadImportRawRow = Partial<Record<LeadImportField, unknown>>\n\n/** One parsed line under the mapping. Empty cells are left absent; a lead has no custom fields. */\nexport function mapLeadImportRow(\n  cells: readonly string[],\n  mapping: Record<number, LeadImportField | `custom:${string}`>,\n): LeadImportRawRow {\n  const { custom: _custom, ...row } = mapImportRow(cells, mapping)\n  return row\n}\n\nexport type LeadImportSkipReason =\n  | 'invalid-email'\n  | 'duplicate'\n  | 'lead-ceiling'\n  | 'campaign-unknown'\n  | 'write-failed'\n\n/** How a skip reason reads on screen and in the downloaded file. */\nexport const LEAD_IMPORT_SKIP_LABELS: Record<LeadImportSkipReason, string> = {\n  'invalid-email': 'No usable email address',\n  duplicate: 'The same address appears earlier in this file',\n  'lead-ceiling': 'This site is at the platform lead limit',\n  'campaign-unknown': 'Names a campaign this site does not have',\n  'write-failed': 'Could not be saved',\n}\n\n/** The most campaigns one row may name — the membership field's own cap. */\nexport const LEAD_IMPORT_CAMPAIGNS_MAX = CAMPAIGN_MEMBERSHIP_CAP\n\n/** One row, ready for the server to resolve and write. */\nexport interface LeadImportRow {\n  /** Normalized — the address `personKey` derives the document id from. */\n  email: string\n  name?: string\n  /**\n   * The lead's own profile, already normalized the way the record stores\n   * it (AGL-3231): a key present is a value to write, a key absent leaves\n   * an existing lead's value alone. Never a clear — a blank cell in a file\n   * is a cell nobody filled, not a decision to erase what the site knows.\n   */\n  profile: CrmLeadProfile\n  /**\n   * The campaigns the row files the lead under (AGL-3254), by NAME as the\n   * file wrote them: the server resolves each against the site's own\n   * containers and refuses the row whole when one is not there, because a\n   * row filed under half its campaigns is a row nobody asked for.\n   */\n  campaigns?: string[]\n  /** Absent leaves an existing lead's status alone and a new one reading as `new`. */\n  status?: CrmLeadStatus\n  /** Normalized, for the server to resolve against the org's members. */\n  ownerEmail?: string\n  /** Only ever set beside `status: 'unqualified'` — the pair is one fact. */\n  unqualifiedReason?: string\n  notes?: string\n  dropped: ImportDroppedValue[]\n}\n\nexport type LeadImportRowVerdict =\n  | { ok: true; row: LeadImportRow }\n  | { ok: false; reason: 'invalid-email'; input: string }\n\n/**\n * A status cell by id or by label — `working`, `Working` and `WORKING` are\n * one status. `null` for a cell naming no status a file may set, which\n * includes the well-spelled `Qualified` the export writes for a converted\n * lead.\n */\nexport function parseImportLeadStatus(value: unknown): CrmLeadStatus | null {\n  const text = String(value ?? '')\n    .trim()\n    .toLowerCase()\n  if (!text) return null\n  const byId = isCrmLeadStatus(text) ? text : null\n  const byLabel =\n    LEAD_IMPORT_STATUSES.find(\n      (status) => CRM_LEAD_STATUS_LABELS[status].toLowerCase() === text,\n    ) ?? null\n  const status = byId ?? byLabel\n  return status && LEAD_IMPORT_STATUSES.includes(status) ? status : null\n}\n\n/**\n * One raw row as the values that will be written, or the reason it cannot\n * be. Refused here only for an unusable address, because the address is\n * the document id; the owner is refused by the server, which alone can\n * look them up.\n */\nexport function normalizeLeadImportRow(raw: LeadImportRawRow): LeadImportRowVerdict {\n  const emailText = importTextValue(raw.email, 320) ?? ''\n  const email = normalizeContactEmail(emailText)\n  if (!email) {\n    return { ok: false, reason: 'invalid-email', input: emailText }\n  }\n  const dropped: ImportDroppedValue[] = []\n  const drop = (field: LeadImportField, value: unknown) => {\n    dropped.push({ field, value: String(value ?? '').trim() })\n  }\n  const row: LeadImportRow = { email, profile: {}, dropped }\n\n  const name = importTextValue(raw.name, NAME_MAX)?.replace(/\\s+/g, ' ')\n  if (name) row.name = name\n\n  /*\n   * The profile (AGL-3231), field by field, each through the normalizer\n   * the record's own card runs. A phone or a website the normalizer cannot\n   * read is dropped and reported rather than stored as typed, because the\n   * record renders both as links; the country is the one address part the\n   * address normalizer drops silently — a typed name is not a code — so it\n   * is the one part the report has to name.\n   */\n  const company = importTextValue(raw.company, CRM_LEAD_TEXT_MAX)?.replace(/\\s+/g, ' ')\n  if (company) row.profile.company = company\n  const jobTitle = importTextValue(raw.jobTitle, CRM_LEAD_TEXT_MAX)?.replace(/\\s+/g, ' ')\n  if (jobTitle) row.profile.jobTitle = jobTitle\n  const leadSource = importTextValue(raw.leadSource, CRM_LEAD_TEXT_MAX)?.replace(\n    /\\s+/g,\n    ' ',\n  )\n  if (leadSource) row.profile.leadSource = leadSource\n  const phoneText = importTextValue(raw.phone, 64)\n  if (phoneText) {\n    const phone = normalizePhone(phoneText)\n    if (phone) row.profile.phone = phone\n    else drop('phone', phoneText)\n  }\n  const websiteText = importTextValue(raw.website, 320)\n  if (websiteText) {\n    const website = normalizeCompanyWebsite(websiteText)\n    if (website) row.profile.website = website\n    else drop('website', websiteText)\n  }\n  const address = normalizeAddress({\n    line1: importTextValue(raw.addressLine1, 200),\n    line2: importTextValue(raw.addressLine2, 200),\n    city: importTextValue(raw.addressCity, 120),\n    state: importTextValue(raw.addressState, 120),\n    postalCode: importTextValue(raw.addressPostalCode, 32),\n    country: importTextValue(raw.addressCountry, 8),\n  })\n  if (address) row.profile.address = address\n  const countryText = importTextValue(raw.addressCountry, 64)\n  if (countryText && !address?.country) drop('addressCountry', countryText)\n  const tags = normalizeCrmLeadTags(\n    String(raw.tags ?? '')\n      .split(/[,|]/)\n      .map((tag) => tag.trim()),\n  )\n  if (tags.length) row.profile.tags = tags\n\n  // Names, trimmed and deduplicated as typed; the server matches them to\n  // the site's campaigns without regard to case.\n  const campaigns = [\n    ...new Set(\n      String(raw.campaigns ?? '')\n        .split(/[,|]/)\n        .map((name) => name.trim().replace(/\\s+/g, ' '))\n        .filter(Boolean),\n    ),\n  ].slice(0, LEAD_IMPORT_CAMPAIGNS_MAX)\n  if (campaigns.length) row.campaigns = campaigns\n\n  const statusText = importTextValue(raw.status, 32)\n  if (statusText) {\n    const status = parseImportLeadStatus(statusText)\n    if (status) row.status = status\n    else drop('status', statusText)\n  }\n\n  const ownerText = importTextValue(raw.ownerEmail, 320)\n  if (ownerText) {\n    const owner = normalizeContactEmail(ownerText)\n    if (owner) row.ownerEmail = owner\n    else drop('ownerEmail', ownerText)\n  }\n\n  /*\n   * The reason belongs to the status: it is what an unqualified lead was\n   * closed FOR, and on a lead that is not unqualified it describes\n   * nothing. A row that carries one without the other keeps the status and\n   * reports the reason, so a mis-mapped column is visible rather than\n   * stored where nothing reads it.\n   */\n  const reasonText = importTextValue(raw.unqualifiedReason, LEAD_IMPORT_REASON_MAX)\n  if (reasonText) {\n    if (row.status === 'unqualified') row.unqualifiedReason = reasonText\n    else drop('unqualifiedReason', reasonText)\n  }\n\n  const notes = importTextValue(raw.notes, LEAD_IMPORT_NOTES_MAX)\n  if (notes) row.notes = notes\n\n  return { ok: true, row }\n}\n\n/** One row the server did not store, by its index in the request, named by the address. */\nexport interface LeadImportSkippedRow {\n  index: number\n  email: string\n  reason: LeadImportSkipReason\n}\n\n/** What one request did. The drawer sums these across a file. */\nexport type LeadImportChunkResult = ImportChunkResult<LeadImportSkippedRow>\n\nexport function emptyLeadImportResult(): LeadImportChunkResult {\n  return emptyImportResult<LeadImportSkippedRow>()\n}\n\nexport function mergeLeadImportResults(\n  total: LeadImportChunkResult,\n  chunk: LeadImportChunkResult,\n  offset = 0,\n): LeadImportChunkResult {\n  return mergeImportResults(total, chunk, offset)\n}\n\n/** The skipped rows as a file the operator can fix and re-import. */\nexport function leadImportSkippedCsv(\n  columns: readonly string[],\n  entries: readonly { cells: readonly string[]; reason: LeadImportSkipReason }[],\n): string {\n  return importSkippedCsv(columns, entries, 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package/src/lib/model/lead-filters.d.ts

@@ -39,6 +39,14 @@ export declare const LEAD_EMAIL_FILTERS: readonly LeadEmailFilter[];
 export declare const LEAD_EMAIL_FILTER_LABELS: Record<LeadEmailFilter, string>;
 /** Whether a lead belongs in an email filter's view. */
 export declare function leadMatchesEmailFilter(lead: Readonly<Record<string, unknown>>, filter: LeadEmailFilter): boolean;
+/**
+ * The Leads section's `Campaign` control (AGL-3254): every lead, or the
+ * ones filed under one campaign — read off the lead's own `campaignIds`,
+ * the field every campaign member carries. `''` is every lead, which is
+ * what the control opens on; the ids are the site's containers', and the
+ * section resolves their names for the menu.
+ */
+export declare function leadMatchesCampaignFilter(lead: Readonly<Record<string, unknown>>, campaignId: string): boolean;
 /**
  * Whether a lead answers a search term.
  *

package/src/lib/model/lead-filters.js

@@ -14,7 +14,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * 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.
- */ import { EMAIL_STATE_LABELS, EMAIL_STATE_STATUSES, CRM_LEAD_STATUS_LABELS, emailStateForbidsEmail, crmLeadStatus, isCrmLeadOpen, readEmailState } from "@aglyn/aglyn";
+ */ import { EMAIL_STATE_LABELS, EMAIL_STATE_STATUSES, CRM_LEAD_STATUS_LABELS, emailStateForbidsEmail, crmLeadStatus, isCrmLeadOpen, readCampaignIds, readEmailState } from "@aglyn/aglyn";
 export const LEAD_FILTERS = [
     'open',
     'new',
@@ -54,6 +54,16 @@ export const LEAD_EMAIL_FILTER_LABELS = _extends({
     if (filter === 'problem') return emailStateForbidsEmail(state);
     return (state == null ? void 0 : state.status) === filter;
 }
+/**
+ * The Leads section's `Campaign` control (AGL-3254): every lead, or the
+ * ones filed under one campaign — read off the lead's own `campaignIds`,
+ * the field every campaign member carries. `''` is every lead, which is
+ * what the control opens on; the ids are the site's containers', and the
+ * section resolves their names for the menu.
+ */ export function leadMatchesCampaignFilter(lead, campaignId) {
+    if (!campaignId) return true;
+    return readCampaignIds(lead).includes(campaignId);
+}
 /**
  * The fields the Leads section's search box reads (AGL-3246): who the lead
  * is and where they work — the words a person types to find one — plus the

package/src/lib/model/lead-filters.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-filters.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 {\n  EMAIL_STATE_LABELS,\n  EMAIL_STATE_STATUSES,\n  CRM_LEAD_STATUS_LABELS,\n  type EmailStateStatus,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  emailStateForbidsEmail,\n  crmLeadStatus,\n  isCrmLeadOpen,\n  readEmailState,\n} from '@aglyn/aglyn'\n\n/**\n * What the Leads section's `Show` control offers (AGL-2608): the two\n * aggregate views and each status on its own. `open` is the default — the\n * list opens on the work — and it is the one view a Firestore query cannot\n * express, because a lead nobody has touched carries no status field at all;\n * see the section for why the filter runs over a loaded window.\n */\nexport type LeadFilter = 'open' | 'all' | CrmLeadStatus\n\nexport const LEAD_FILTERS: readonly LeadFilter[] = [\n  'open',\n  'new',\n  'working',\n  'qualified',\n  'unqualified',\n  'all',\n]\n\nexport const LEAD_FILTER_LABELS: Record<LeadFilter, string> = {\n  open: 'Open',\n  all: 'All',\n  new: CRM_LEAD_STATUS_LABELS.new,\n  working: CRM_LEAD_STATUS_LABELS.working,\n  qualified: CRM_LEAD_STATUS_LABELS.qualified,\n  unqualified: CRM_LEAD_STATUS_LABELS.unqualified,\n}\n\n/** Whether a lead belongs in a filter's view. An absent status is `new`. */\nexport function leadMatchesFilter(\n  lead: Pick<CrmLeadFields, 'status'>,\n  filter: LeadFilter,\n): boolean {\n  if (filter === 'all') return true\n  if (filter === 'open') return isCrmLeadOpen(lead)\n  return crmLeadStatus(lead) === filter\n}\n\n/**\n * The Leads section's `Email` control (AGL-3245): every lead, the ones a\n * member must not email — any verdict but `ok` — the ones nothing has been\n * said about, or one verdict on its own. Beside `Show`, not inside it: a\n * bounce does not move a lead out of Open, and a queue of bounced leads is\n * a queue of people to reach some other way.\n */\nexport type LeadEmailFilter = 'any' | 'problem' | 'none' | EmailStateStatus\n\nexport const LEAD_EMAIL_FILTERS: readonly LeadEmailFilter[] = [\n  'any',\n  'problem',\n  ...EMAIL_STATE_STATUSES,\n  'none',\n]\n\nexport const LEAD_EMAIL_FILTER_LABELS: Record<LeadEmailFilter, string> = {\n  any: 'Any',\n  problem: 'Cannot be emailed',\n  none: 'Nothing known',\n  ...EMAIL_STATE_LABELS,\n}\n\n/** Whether a lead belongs in an email filter's view. */\nexport function leadMatchesEmailFilter(\n  lead: Readonly<Record<string, unknown>>,\n  filter: LeadEmailFilter,\n): boolean {\n  if (filter === 'any') return true\n  const state = readEmailState(lead)\n  if (filter === 'none') return state === null\n  if (filter === 'problem') return emailStateForbidsEmail(state)\n  return state?.status === filter\n}\n\n/**\n * The fields the Leads section's search box reads (AGL-3246): who the lead\n * is and where they work — the words a person types to find one — plus the\n * tags, which are how an import names its batch (`sal-15`). `name` and\n * `email` are the capture door's fields rather than the CRM's, so the row is\n * read as a record rather than through `CrmLeadFields`.\n */\nconst LEAD_SEARCH_FIELDS = ['name', 'email', 'company', 'jobTitle'] as const\n\n/**\n * Whether a lead answers a search term.\n *\n * Case-insensitive, and every whitespace-separated word of the term must\n * appear in SOME searched field: `morgan lamphere` and `lamphere sal-15`\n * both find Morgan Lamphere, `morgan smith` does not. A blank term matches\n * every lead, so the box emptied is the list unfiltered.\n */\nexport function leadMatchesSearch(\n  lead: Readonly<Record<string, unknown>>,\n  term: string,\n): boolean {\n  const words = term.trim().toLowerCase().split(/\\s+/).filter(Boolean)\n  if (!words.length) return true\n  const values = [\n    ...LEAD_SEARCH_FIELDS.map((field) => lead[field]),\n    ...(Array.isArray(lead['tags']) ? lead['tags'] : []),\n  ]\n    .filter((value): value is string => typeof value === 'string' && value !== '')\n    .map((value) => value.toLowerCase())\n  return words.every((word) => values.some((value) => value.includes(word)))\n}\n"],"names":["EMAIL_STATE_LABELS","EMAIL_STATE_STATUSES","CRM_LEAD_STATUS_LABELS","emailStateForbidsEmail","crmLeadStatus","isCrmLeadOpen","readEmailState","LEAD_FILTERS","LEAD_FILTER_LABELS","open","all","new","working","qualified","unqualified","leadMatchesFilter","lead","filter","LEAD_EMAIL_FILTERS","LEAD_EMAIL_FILTER_LABELS","any","problem","none","leadMatchesEmailFilter","state","status","LEAD_SEARCH_FIELDS","leadMatchesSearch","term","words","trim","toLowerCase","split","Boolean","length","values","map","field","Array","isArray","value","every","word","some","includes"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,kBAAkB,EAClBC,oBAAoB,EACpBC,sBAAsB,EAItBC,sBAAsB,EACtBC,aAAa,EACbC,aAAa,EACbC,cAAc,QACT,eAAc;AAWrB,OAAO,MAAMC,eAAsC;IACjD;IACA;IACA;IACA;IACA;IACA;CACD,CAAA;AAED,OAAO,MAAMC,qBAAiD;IAC5DC,MAAM;IACNC,KAAK;IACLC,KAAKT,uBAAuBS,GAAG;IAC/BC,SAASV,uBAAuBU,OAAO;IACvCC,WAAWX,uBAAuBW,SAAS;IAC3CC,aAAaZ,uBAAuBY,WAAW;AACjD,EAAC;AAED,0EAA0E,GAC1E,OAAO,SAASC,kBACdC,IAAmC,EACnCC,MAAkB;IAElB,IAAIA,WAAW,OAAO,OAAO;IAC7B,IAAIA,WAAW,QAAQ,OAAOZ,cAAcW;IAC5C,OAAOZ,cAAcY,UAAUC;AACjC;AAWA,OAAO,MAAMC,qBAAiD;IAC5D;IACA;OACGjB;IACH;CACD,CAAA;AAED,OAAO,MAAMkB,2BAA4D;IACvEC,KAAK;IACLC,SAAS;IACTC,MAAM;GACHtB,oBACJ;AAED,sDAAsD,GACtD,OAAO,SAASuB,uBACdP,IAAuC,EACvCC,MAAuB;IAEvB,IAAIA,WAAW,OAAO,OAAO;IAC7B,MAAMO,QAAQlB,eAAeU;IAC7B,IAAIC,WAAW,QAAQ,OAAOO,UAAU;IACxC,IAAIP,WAAW,WAAW,OAAOd,uBAAuBqB;IACxD,OAAOA,CAAAA,yBAAAA,MAAOC,MAAM,MAAKR;AAC3B;AAEA;;;;;;CAMC,GACD,MAAMS,qBAAqB;IAAC;IAAQ;IAAS;IAAW;CAAW;AAEnE;;;;;;;CAOC,GACD,OAAO,SAASC,kBACdX,IAAuC,EACvCY,IAAY;IAEZ,MAAMC,QAAQD,KAAKE,IAAI,GAAGC,WAAW,GAAGC,KAAK,CAAC,OAAOf,MAAM,CAACgB;IAC5D,IAAI,CAACJ,MAAMK,MAAM,EAAE,OAAO;IAC1B,MAAMC,SAAS;WACVT,mBAAmBU,GAAG,CAAC,CAACC,QAAUrB,IAAI,CAACqB,MAAM;WAC5CC,MAAMC,OAAO,CAACvB,IAAI,CAAC,OAAO,IAAIA,IAAI,CAAC,OAAO,GAAG,EAAE;KACpD,CACEC,MAAM,CAAC,CAACuB,QAA2B,OAAOA,UAAU,YAAYA,UAAU,IAC1EJ,GAAG,CAAC,CAACI,QAAUA,MAAMT,WAAW;IACnC,OAAOF,MAAMY,KAAK,CAAC,CAACC,OAASP,OAAOQ,IAAI,CAAC,CAACH,QAAUA,MAAMI,QAAQ,CAACF;AACrE"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-filters.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 {\n  EMAIL_STATE_LABELS,\n  EMAIL_STATE_STATUSES,\n  CRM_LEAD_STATUS_LABELS,\n  type EmailStateStatus,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  emailStateForbidsEmail,\n  crmLeadStatus,\n  isCrmLeadOpen,\n  readCampaignIds,\n  readEmailState,\n} from '@aglyn/aglyn'\n\n/**\n * What the Leads section's `Show` control offers (AGL-2608): the two\n * aggregate views and each status on its own. `open` is the default — the\n * list opens on the work — and it is the one view a Firestore query cannot\n * express, because a lead nobody has touched carries no status field at all;\n * see the section for why the filter runs over a loaded window.\n */\nexport type LeadFilter = 'open' | 'all' | CrmLeadStatus\n\nexport const LEAD_FILTERS: readonly LeadFilter[] = [\n  'open',\n  'new',\n  'working',\n  'qualified',\n  'unqualified',\n  'all',\n]\n\nexport const LEAD_FILTER_LABELS: Record<LeadFilter, string> = {\n  open: 'Open',\n  all: 'All',\n  new: CRM_LEAD_STATUS_LABELS.new,\n  working: CRM_LEAD_STATUS_LABELS.working,\n  qualified: CRM_LEAD_STATUS_LABELS.qualified,\n  unqualified: CRM_LEAD_STATUS_LABELS.unqualified,\n}\n\n/** Whether a lead belongs in a filter's view. An absent status is `new`. */\nexport function leadMatchesFilter(\n  lead: Pick<CrmLeadFields, 'status'>,\n  filter: LeadFilter,\n): boolean {\n  if (filter === 'all') return true\n  if (filter === 'open') return isCrmLeadOpen(lead)\n  return crmLeadStatus(lead) === filter\n}\n\n/**\n * The Leads section's `Email` control (AGL-3245): every lead, the ones a\n * member must not email — any verdict but `ok` — the ones nothing has been\n * said about, or one verdict on its own. Beside `Show`, not inside it: a\n * bounce does not move a lead out of Open, and a queue of bounced leads is\n * a queue of people to reach some other way.\n */\nexport type LeadEmailFilter = 'any' | 'problem' | 'none' | EmailStateStatus\n\nexport const LEAD_EMAIL_FILTERS: readonly LeadEmailFilter[] = [\n  'any',\n  'problem',\n  ...EMAIL_STATE_STATUSES,\n  'none',\n]\n\nexport const LEAD_EMAIL_FILTER_LABELS: Record<LeadEmailFilter, string> = {\n  any: 'Any',\n  problem: 'Cannot be emailed',\n  none: 'Nothing known',\n  ...EMAIL_STATE_LABELS,\n}\n\n/** Whether a lead belongs in an email filter's view. */\nexport function leadMatchesEmailFilter(\n  lead: Readonly<Record<string, unknown>>,\n  filter: LeadEmailFilter,\n): boolean {\n  if (filter === 'any') return true\n  const state = readEmailState(lead)\n  if (filter === 'none') return state === null\n  if (filter === 'problem') return emailStateForbidsEmail(state)\n  return state?.status === filter\n}\n\n/**\n * The Leads section's `Campaign` control (AGL-3254): every lead, or the\n * ones filed under one campaign — read off the lead's own `campaignIds`,\n * the field every campaign member carries. `''` is every lead, which is\n * what the control opens on; the ids are the site's containers', and the\n * section resolves their names for the menu.\n */\nexport function leadMatchesCampaignFilter(\n  lead: Readonly<Record<string, unknown>>,\n  campaignId: string,\n): boolean {\n  if (!campaignId) return true\n  return readCampaignIds(lead).includes(campaignId)\n}\n\n/**\n * The fields the Leads section's search box reads (AGL-3246): who the lead\n * is and where they work — the words a person types to find one — plus the\n * tags, which are how an import names its batch (`sal-15`). `name` and\n * `email` are the capture door's fields rather than the CRM's, so the row is\n * read as a record rather than through `CrmLeadFields`.\n */\nconst LEAD_SEARCH_FIELDS = ['name', 'email', 'company', 'jobTitle'] as const\n\n/**\n * Whether a lead answers a search term.\n *\n * Case-insensitive, and every whitespace-separated word of the term must\n * appear in SOME searched field: `morgan lamphere` and `lamphere sal-15`\n * both find Morgan Lamphere, `morgan smith` does not. A blank term matches\n * every lead, so the box emptied is the list unfiltered.\n */\nexport function leadMatchesSearch(\n  lead: Readonly<Record<string, unknown>>,\n  term: string,\n): boolean {\n  const words = term.trim().toLowerCase().split(/\\s+/).filter(Boolean)\n  if (!words.length) return true\n  const values = [\n    ...LEAD_SEARCH_FIELDS.map((field) => lead[field]),\n    ...(Array.isArray(lead['tags']) ? lead['tags'] : []),\n  ]\n    .filter((value): value is string => typeof value === 'string' && value !== '')\n    .map((value) => value.toLowerCase())\n  return words.every((word) => values.some((value) => value.includes(word)))\n}\n"],"names":["EMAIL_STATE_LABELS","EMAIL_STATE_STATUSES","CRM_LEAD_STATUS_LABELS","emailStateForbidsEmail","crmLeadStatus","isCrmLeadOpen","readCampaignIds","readEmailState","LEAD_FILTERS","LEAD_FILTER_LABELS","open","all","new","working","qualified","unqualified","leadMatchesFilter","lead","filter","LEAD_EMAIL_FILTERS","LEAD_EMAIL_FILTER_LABELS","any","problem","none","leadMatchesEmailFilter","state","status","leadMatchesCampaignFilter","campaignId","includes","LEAD_SEARCH_FIELDS","leadMatchesSearch","term","words","trim","toLowerCase","split","Boolean","length","values","map","field","Array","isArray","value","every","word","some"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,kBAAkB,EAClBC,oBAAoB,EACpBC,sBAAsB,EAItBC,sBAAsB,EACtBC,aAAa,EACbC,aAAa,EACbC,eAAe,EACfC,cAAc,QACT,eAAc;AAWrB,OAAO,MAAMC,eAAsC;IACjD;IACA;IACA;IACA;IACA;IACA;CACD,CAAA;AAED,OAAO,MAAMC,qBAAiD;IAC5DC,MAAM;IACNC,KAAK;IACLC,KAAKV,uBAAuBU,GAAG;IAC/BC,SAASX,uBAAuBW,OAAO;IACvCC,WAAWZ,uBAAuBY,SAAS;IAC3CC,aAAab,uBAAuBa,WAAW;AACjD,EAAC;AAED,0EAA0E,GAC1E,OAAO,SAASC,kBACdC,IAAmC,EACnCC,MAAkB;IAElB,IAAIA,WAAW,OAAO,OAAO;IAC7B,IAAIA,WAAW,QAAQ,OAAOb,cAAcY;IAC5C,OAAOb,cAAca,UAAUC;AACjC;AAWA,OAAO,MAAMC,qBAAiD;IAC5D;IACA;OACGlB;IACH;CACD,CAAA;AAED,OAAO,MAAMmB,2BAA4D;IACvEC,KAAK;IACLC,SAAS;IACTC,MAAM;GACHvB,oBACJ;AAED,sDAAsD,GACtD,OAAO,SAASwB,uBACdP,IAAuC,EACvCC,MAAuB;IAEvB,IAAIA,WAAW,OAAO,OAAO;IAC7B,MAAMO,QAAQlB,eAAeU;IAC7B,IAAIC,WAAW,QAAQ,OAAOO,UAAU;IACxC,IAAIP,WAAW,WAAW,OAAOf,uBAAuBsB;IACxD,OAAOA,CAAAA,yBAAAA,MAAOC,MAAM,MAAKR;AAC3B;AAEA;;;;;;CAMC,GACD,OAAO,SAASS,0BACdV,IAAuC,EACvCW,UAAkB;IAElB,IAAI,CAACA,YAAY,OAAO;IACxB,OAAOtB,gBAAgBW,MAAMY,QAAQ,CAACD;AACxC;AAEA;;;;;;CAMC,GACD,MAAME,qBAAqB;IAAC;IAAQ;IAAS;IAAW;CAAW;AAEnE;;;;;;;CAOC,GACD,OAAO,SAASC,kBACdd,IAAuC,EACvCe,IAAY;IAEZ,MAAMC,QAAQD,KAAKE,IAAI,GAAGC,WAAW,GAAGC,KAAK,CAAC,OAAOlB,MAAM,CAACmB;IAC5D,IAAI,CAACJ,MAAMK,MAAM,EAAE,OAAO;IAC1B,MAAMC,SAAS;WACVT,mBAAmBU,GAAG,CAAC,CAACC,QAAUxB,IAAI,CAACwB,MAAM;WAC5CC,MAAMC,OAAO,CAAC1B,IAAI,CAAC,OAAO,IAAIA,IAAI,CAAC,OAAO,GAAG,EAAE;KACpD,CACEC,MAAM,CAAC,CAAC0B,QAA2B,OAAOA,UAAU,YAAYA,UAAU,IAC1EJ,GAAG,CAAC,CAACI,QAAUA,MAAMT,WAAW;IACnC,OAAOF,MAAMY,KAAK,CAAC,CAACC,OAASP,OAAOQ,IAAI,CAAC,CAACH,QAAUA,MAAMf,QAAQ,CAACiB;AACrE"}

package/src/lib/server/lead-campaign-carry.d.ts

@@ -0,0 +1,50 @@
+/**
+ * @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.
+ */
+import type { PluginLeadConversionReport, PluginLeadConversionRequest } from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion';
+/**
+ * WHAT A LEAD'S CAMPAIGNS BECOME WHEN IT CONVERTS (AGL-3254).
+ *
+ * A lead is filed under a site's campaigns at the top of its own document;
+ * a contact holds the same membership inside the site's consent-group
+ * facet, because a contact is shared across the org and a campaign is one
+ * site's. When the lead becomes a contact, the campaigns go with it — added
+ * to what the contact already carries there with `arrayUnion`, never in
+ * place of it — so the campaign's page goes on listing the person after
+ * they became a contact, and a lead a sequence enrolled under a campaign
+ * does not leave the campaign by converting.
+ *
+ * The CRM's own module, because a lead and a contact are the CRM's records
+ * (docs/PACKAGES.md rule 3): it runs as the CRM's share of the platform's
+ * lead-conversion seam, which every door that converts a lead — the
+ * dialog, the REST API, a sign-up, a purchase — reaches through
+ * `handOffLeadRecords`. Never throws: the conversion has happened, and a
+ * membership that could not be carried is one the contact's page can pick
+ * by hand.
+ */
+export declare function carryLeadCampaignsToContact(firestore: FirebaseFirestore.Firestore, request: Pick<PluginLeadConversionRequest, 'orgId' | 'hostId' | 'leadId' | 'contactId'>): Promise<PluginLeadConversionReport>;
+/**
+ * The carry as the lead-conversion seam calls it: on the Admin SDK's own
+ * Firestore. The SDK is resolved HERE, not in `declarations.server.ts`, for
+ * two reasons that point the same way. That file must stay light — it runs
+ * at the boot of every server process — so it defers this module and must
+ * not import the data layer itself. And a library the plugin imports
+ * statically in thirty files cannot also be lazy-loaded in one:
+ * `enforce-module-boundaries` refuses every static import of a library the
+ * project lazy-loads anywhere. This module is the deferred one; the SDK
+ * comes with it, the way `capture-contact` brings its own.
+ */
+export declare function carryLeadCampaignsOnConversion(request: Pick<PluginLeadConversionRequest, 'orgId' | 'hostId' | 'leadId' | 'contactId'>): Promise<PluginLeadConversionReport>;

package/src/lib/server/lead-campaign-carry.js

@@ -0,0 +1,75 @@
+/**
+ * @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.
+ */ import { contactCampaignFieldPath, readCampaignIds } from "@aglyn/aglyn/app-utils/campaign-membership";
+import { firebaseAdmin } from "@aglyn/tenant-data-admin/server/firebase-admin";
+import { consentGroupForSite } from "@aglyn/tenant-data-admin/server/organizations";
+import { FieldValue } from "firebase-admin/firestore";
+/**
+ * WHAT A LEAD'S CAMPAIGNS BECOME WHEN IT CONVERTS (AGL-3254).
+ *
+ * A lead is filed under a site's campaigns at the top of its own document;
+ * a contact holds the same membership inside the site's consent-group
+ * facet, because a contact is shared across the org and a campaign is one
+ * site's. When the lead becomes a contact, the campaigns go with it — added
+ * to what the contact already carries there with `arrayUnion`, never in
+ * place of it — so the campaign's page goes on listing the person after
+ * they became a contact, and a lead a sequence enrolled under a campaign
+ * does not leave the campaign by converting.
+ *
+ * The CRM's own module, because a lead and a contact are the CRM's records
+ * (docs/PACKAGES.md rule 3): it runs as the CRM's share of the platform's
+ * lead-conversion seam, which every door that converts a lead — the
+ * dialog, the REST API, a sign-up, a purchase — reaches through
+ * `handOffLeadRecords`. Never throws: the conversion has happened, and a
+ * membership that could not be carried is one the contact's page can pick
+ * by hand.
+ */ export async function carryLeadCampaignsToContact(firestore, request) {
+    try {
+        const lead = await firestore.collection('hosts').doc(request.hostId).collection('leads').doc(request.leadId).get();
+        const campaignIds = readCampaignIds(lead.exists ? lead.data() : null);
+        if (!campaignIds.length) return {
+            campaigns: 0
+        };
+        const group = await consentGroupForSite(request.hostId);
+        await firestore.collection('orgs').doc(request.orgId).collection('contacts').doc(request.contactId).update({
+            [contactCampaignFieldPath(group.groupId)]: FieldValue.arrayUnion(...campaignIds),
+            updatedAt: FieldValue.serverTimestamp()
+        });
+        return {
+            campaigns: campaignIds.length
+        };
+    } catch (error) {
+        console.error('[crm] the lead’s campaigns could not be carried to the contact', request.hostId, request.leadId, error);
+        return {
+            campaigns: null
+        };
+    }
+}
+/**
+ * The carry as the lead-conversion seam calls it: on the Admin SDK's own
+ * Firestore. The SDK is resolved HERE, not in `declarations.server.ts`, for
+ * two reasons that point the same way. That file must stay light — it runs
+ * at the boot of every server process — so it defers this module and must
+ * not import the data layer itself. And a library the plugin imports
+ * statically in thirty files cannot also be lazy-loaded in one:
+ * `enforce-module-boundaries` refuses every static import of a library the
+ * project lazy-loads anywhere. This module is the deferred one; the SDK
+ * comes with it, the way `capture-contact` brings its own.
+ */ export function carryLeadCampaignsOnConversion(request) {
+    return carryLeadCampaignsToContact(firebaseAdmin.app().firestore(), request);
+}
+
+//# sourceMappingURL=lead-campaign-carry.js.map

package/src/lib/server/lead-campaign-carry.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/lead-campaign-carry.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 {\n  contactCampaignFieldPath,\n  readCampaignIds,\n} from '@aglyn/aglyn/app-utils/campaign-membership'\nimport type {\n  PluginLeadConversionReport,\n  PluginLeadConversionRequest,\n} from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin/server/firebase-admin'\nimport { consentGroupForSite } from '@aglyn/tenant-data-admin/server/organizations'\nimport { FieldValue } from 'firebase-admin/firestore'\n\n/**\n * WHAT A LEAD'S CAMPAIGNS BECOME WHEN IT CONVERTS (AGL-3254).\n *\n * A lead is filed under a site's campaigns at the top of its own document;\n * a contact holds the same membership inside the site's consent-group\n * facet, because a contact is shared across the org and a campaign is one\n * site's. When the lead becomes a contact, the campaigns go with it — added\n * to what the contact already carries there with `arrayUnion`, never in\n * place of it — so the campaign's page goes on listing the person after\n * they became a contact, and a lead a sequence enrolled under a campaign\n * does not leave the campaign by converting.\n *\n * The CRM's own module, because a lead and a contact are the CRM's records\n * (docs/PACKAGES.md rule 3): it runs as the CRM's share of the platform's\n * lead-conversion seam, which every door that converts a lead — the\n * dialog, the REST API, a sign-up, a purchase — reaches through\n * `handOffLeadRecords`. Never throws: the conversion has happened, and a\n * membership that could not be carried is one the contact's page can pick\n * by hand.\n */\nexport async function carryLeadCampaignsToContact(\n  firestore: FirebaseFirestore.Firestore,\n  request: Pick<\n    PluginLeadConversionRequest,\n    'orgId' | 'hostId' | 'leadId' | 'contactId'\n  >,\n): Promise<PluginLeadConversionReport> {\n  try {\n    const lead = await firestore\n      .collection('hosts')\n      .doc(request.hostId)\n      .collection('leads')\n      .doc(request.leadId)\n      .get()\n    const campaignIds = readCampaignIds(\n      lead.exists ? (lead.data() as Record<string, unknown>) : null,\n    )\n    if (!campaignIds.length) return { campaigns: 0 }\n    const group = await consentGroupForSite(request.hostId)\n    await firestore\n      .collection('orgs')\n      .doc(request.orgId)\n      .collection('contacts')\n      .doc(request.contactId)\n      .update({\n        [contactCampaignFieldPath(group.groupId)]: FieldValue.arrayUnion(\n          ...campaignIds,\n        ),\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n    return { campaigns: campaignIds.length }\n  } catch (error) {\n    console.error(\n      '[crm] the lead’s campaigns could not be carried to the contact',\n      request.hostId,\n      request.leadId,\n      error,\n    )\n    return { campaigns: null }\n  }\n}\n\n/**\n * The carry as the lead-conversion seam calls it: on the Admin SDK's own\n * Firestore. The SDK is resolved HERE, not in `declarations.server.ts`, for\n * two reasons that point the same way. That file must stay light — it runs\n * at the boot of every server process — so it defers this module and must\n * not import the data layer itself. And a library the plugin imports\n * statically in thirty files cannot also be lazy-loaded in one:\n * `enforce-module-boundaries` refuses every static import of a library the\n * project lazy-loads anywhere. This module is the deferred one; the SDK\n * comes with it, the way `capture-contact` brings its own.\n */\nexport function carryLeadCampaignsOnConversion(\n  request: Pick<\n    PluginLeadConversionRequest,\n    'orgId' | 'hostId' | 'leadId' | 'contactId'\n  >,\n): Promise<PluginLeadConversionReport> {\n  return carryLeadCampaignsToContact(firebaseAdmin.app().firestore(), request)\n}\n"],"names":["contactCampaignFieldPath","readCampaignIds","firebaseAdmin","consentGroupForSite","FieldValue","carryLeadCampaignsToContact","firestore","request","lead","collection","doc","hostId","leadId","get","campaignIds","exists","data","length","campaigns","group","orgId","contactId","update","groupId","arrayUnion","updatedAt","serverTimestamp","error","console","carryLeadCampaignsOnConversion","app"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,wBAAwB,EACxBC,eAAe,QACV,6CAA4C;AAKnD,SAASC,aAAa,QAAQ,iDAAgD;AAC9E,SAASC,mBAAmB,QAAQ,gDAA+C;AACnF,SAASC,UAAU,QAAQ,2BAA0B;AAErD;;;;;;;;;;;;;;;;;;;CAmBC,GACD,OAAO,eAAeC,4BACpBC,SAAsC,EACtCC,OAGC;IAED,IAAI;QACF,MAAMC,OAAO,MAAMF,UAChBG,UAAU,CAAC,SACXC,GAAG,CAACH,QAAQI,MAAM,EAClBF,UAAU,CAAC,SACXC,GAAG,CAACH,QAAQK,MAAM,EAClBC,GAAG;QACN,MAAMC,cAAcb,gBAClBO,KAAKO,MAAM,GAAIP,KAAKQ,IAAI,KAAiC;QAE3D,IAAI,CAACF,YAAYG,MAAM,EAAE,OAAO;YAAEC,WAAW;QAAE;QAC/C,MAAMC,QAAQ,MAAMhB,oBAAoBI,QAAQI,MAAM;QACtD,MAAML,UACHG,UAAU,CAAC,QACXC,GAAG,CAACH,QAAQa,KAAK,EACjBX,UAAU,CAAC,YACXC,GAAG,CAACH,QAAQc,SAAS,EACrBC,MAAM,CAAC;YACN,CAACtB,yBAAyBmB,MAAMI,OAAO,EAAE,EAAEnB,WAAWoB,UAAU,IAC3DV;YAELW,WAAWrB,WAAWsB,eAAe;QACvC;QACF,OAAO;YAAER,WAAWJ,YAAYG,MAAM;QAAC;IACzC,EAAE,OAAOU,OAAO;QACdC,QAAQD,KAAK,CACX,kEACApB,QAAQI,MAAM,EACdJ,QAAQK,MAAM,EACde;QAEF,OAAO;YAAET,WAAW;QAAK;IAC3B;AACF;AAEA;;;;;;;;;;CAUC,GACD,OAAO,SAASW,+BACdtB,OAGC;IAED,OAAOF,4BAA4BH,cAAc4B,GAAG,GAAGxB,SAAS,IAAIC;AACtE"}

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

@@ -63,7 +63,20 @@ export interface LeadCreateRequest {
     status?: CrmLeadStatus;
     ownerUid?: string;
     notes?: string;
+    /** The site's campaigns to file the lead under (AGL-3254), by container id. */
+    campaignIds?: string[];
 }
+/** The sentence a campaign that is not the site's is refused with, under the field. */
+export declare const LEAD_CAMPAIGN_REFUSAL = "One of the campaigns picked isn't a campaign of this site any more. Pick it again.";
+/**
+ * The campaign ids a request may file a lead under: the site's own live
+ * containers, and nothing else. A request can claim any id, and a lead
+ * filed under another site's campaign — or one the console soft-deleted —
+ * would sit on a page nobody at this site can open.
+ *
+ * @returns the clean ids, or `null` when one of them is not the site's.
+ */
+export declare function siteCampaignIds(hostRef: FirebaseFirestore.DocumentReference, raw: unknown): Promise<string[] | null>;
 /** What the route answers on success. */
 export interface LeadCreateResponse {
     leadId: string;

package/src/lib/server/lead-create.js

@@ -47,6 +47,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  */ import { checkVisitorRecordCeiling, LEADS_MAX_PER_HOST, normalizeContactEmail, normalizeCrmLeadProfile, personKey } from "@aglyn/aglyn/server";
 import { addHostLead, firebaseAdmin, getOrgForHost, logHostActivity } from "@aglyn/tenant-data-admin";
 import { resolveOrgPermissions } from "@aglyn/tenant-runtime/org-permissions";
+import { normalizeCampaignIds } from "@aglyn/aglyn/app-utils/campaign-membership";
 import { FieldValue } from "firebase-admin/firestore";
 import { holdsDataManage } from "./org-caller.js";
 import { crmSuiteRefusal } from "./suite-gate.js";
@@ -57,6 +58,23 @@ import { crmSuiteRefusal } from "./suite-gate.js";
 const NAME_MAX = 120;
 const NOTES_MAX = 4000;
 /** The surface a hand-entered lead names, beside `signup`, `booking`, `form:{id}` and `import`. */ export const LEAD_MANUAL_SOURCE = 'manual';
+/** The sentence a campaign that is not the site's is refused with, under the field. */ export const LEAD_CAMPAIGN_REFUSAL = "One of the campaigns picked isn't a campaign of this site any more. Pick it again.";
+/**
+ * The campaign ids a request may file a lead under: the site's own live
+ * containers, and nothing else. A request can claim any id, and a lead
+ * filed under another site's campaign — or one the console soft-deleted —
+ * would sit on a page nobody at this site can open.
+ *
+ * @returns the clean ids, or `null` when one of them is not the site's.
+ */ export async function siteCampaignIds(hostRef, raw) {
+    const ids = normalizeCampaignIds(raw);
+    if (!ids.length) return [];
+    if (ids.some((id)=>id.includes('/'))) return null;
+    const containers = hostRef.collection('emailCampaigns');
+    const found = await hostRef.firestore.getAll(...ids.map((id)=>containers.doc(id)));
+    const live = found.every((snapshot)=>snapshot.exists && !snapshot.get('deletedAt'));
+    return live ? ids : null;
+}
 /** The lead's own fields as one write, `null` in the patch meaning a clear. */ export function leadProfileWrite(patch) {
     const write = {};
     for (const [key, value] of Object.entries(patch)){
@@ -148,6 +166,16 @@ export const leadCreateHandler = async (req, res)=>{
         const firestore = firebaseAdmin.app().firestore();
         const hostRef = firestore.collection('hosts').doc(hostId);
         const leadsRef = hostRef.collection('leads');
+        // The campaigns, judged before any write, so a refused pick leaves
+        // nothing to retry against (AGL-3254).
+        const campaignIds = await siteCampaignIds(hostRef, body.campaignIds);
+        if (campaignIds === null) {
+            res.status(400).json({
+                error: LEAD_CAMPAIGN_REFUSAL,
+                field: 'campaignIds'
+            });
+            return;
+        }
         // Non-null by construction: the normalizer refused every address this
         // derivation could not key.
         const leadId = personKey(email);
@@ -190,6 +218,8 @@ export const leadCreateHandler = async (req, res)=>{
             ownerUid
         } : {}, notes ? {
             notes
+        } : {}, campaignIds.length ? {
+            campaignIds: FieldValue.arrayUnion(...campaignIds)
         } : {});
         if (Object.keys(working).length) {
             await leadsRef.doc(leadId).set(_extends({}, working, {

package/src/lib/server/lead-create.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/lead-create.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/leads-create` — a lead typed in by hand (AGL-3231).\n *\n * Salesforce's New Lead: a person the team has heard of and has not yet\n * qualified, entered with what is known about them — the address, the\n * name, the company as text, a title, a phone, a website, an address, tags,\n * where they came from — and nothing else brought into being. No contact,\n * no company record: those are the conversion's to make, once the lead is\n * real. Until then the lead is the whole record, which is what lets the\n * Leads section be worked without a second row for every person in it.\n *\n * ## Through the one door\n *\n * `addHostLead` is the single writer of `hosts/{hostId}/leads` — the\n * capture doors, the import and the REST create all reach it — and it is\n * the writer here. That is what keys the lead on the person, so a second\n * \"new lead\" for one address updates the first rather than filing twice;\n * counts it against the platform ceiling inside the transaction that\n * writes; and records NO marketing basis, because a person typed in by the\n * team is not a person who ticked a box. The profile and the working state\n * are the CRM's own annotations and land in one merge write after the\n * door's, exactly as the import writes them.\n *\n * ## Who may call it\n *\n * The same two gates the convert route asks: `data.manage` in the org, and\n * a role on THIS site — a lead is the site's record, so an org member scoped\n * to a sibling site holds the key but not the host. Then the CRM suite gate,\n * because a lead entered by hand is suite work: the capture doors that fill\n * a Free workspace's leads do not come through here.\n */\n\nimport {\n  checkVisitorRecordCeiling,\n  type CrmLeadProfilePatch,\n  type CrmLeadStatus,\n  LEADS_MAX_PER_HOST,\n  normalizeContactEmail,\n  normalizeCrmLeadProfile,\n  personKey,\n  type PluginApiHandler,\n} from '@aglyn/aglyn/server'\nimport {\n  addHostLead,\n  firebaseAdmin,\n  getOrgForHost,\n  logHostActivity,\n} from '@aglyn/tenant-data-admin'\nimport { resolveOrgPermissions } from '@aglyn/tenant-runtime/org-permissions'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { holdsDataManage } from './org-caller'\nimport { crmSuiteRefusal } from './suite-gate'\n\n/** The statuses a lead may be entered in — everything but the converted state. */\nconst CREATE_STATUSES: readonly CrmLeadStatus[] = ['new', 'working']\n\nconst NAME_MAX = 120\nconst NOTES_MAX = 4000\n\n/** The surface a hand-entered lead names, beside `signup`, `booking`, `form:{id}` and `import`. */\nexport const LEAD_MANUAL_SOURCE = 'manual'\n\n/** What the New lead drawer posts. */\nexport interface LeadCreateRequest {\n  hostId: string\n  email: string\n  name?: string\n  company?: string\n  jobTitle?: string\n  phone?: string\n  website?: string\n  address?: Record<string, unknown> | null\n  tags?: string[]\n  leadSource?: string\n  status?: CrmLeadStatus\n  ownerUid?: string\n  notes?: string\n}\n\n/** What the route answers on success. */\nexport interface LeadCreateResponse {\n  leadId: string\n  /** False when the site already held a lead for the address — it was updated. */\n  created: boolean\n}\n\n/** The lead's own fields as one write, `null` in the patch meaning a clear. */\nexport function leadProfileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n  const write: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(patch)) {\n    if (value === undefined) continue\n    write[key] = value === null ? FieldValue.delete() : value\n  }\n  return write\n}\n\nexport const leadCreateHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) {\n    res.status(401).json({ error: 'Unauthenticated' })\n    return\n  }\n  const body: Partial<LeadCreateRequest> & Record<string, unknown> =\n    typeof req.body === 'string' ? JSON.parse(req.body) : (req.body ?? {})\n  const hostId = String(body.hostId ?? '')\n    .trim()\n    .slice(0, 128)\n  if (!hostId) {\n    res.status(400).json({ error: 'Missing hostId' })\n    return\n  }\n  const email = normalizeContactEmail(body.email)\n  if (!email) {\n    res.status(400).json({ error: 'Enter a valid email address.' })\n    return\n  }\n  /*\n   * The profile, refused BEFORE any read: a phone or a website the record\n   * cannot hold is answered under its field, the sentence the drawer shows\n   * beneath the input, and nothing was written to retry against.\n   */\n  const { patch, errors } = normalizeCrmLeadProfile(body)\n  const [firstError] = Object.entries(errors)\n  if (firstError) {\n    res.status(400).json({ error: firstError[1], field: firstError[0] })\n    return\n  }\n  const rawStatus = String(body.status ?? '').trim()\n  if (rawStatus && !CREATE_STATUSES.includes(rawStatus as CrmLeadStatus)) {\n    res.status(400).json({ error: 'A new lead is New or Working.' })\n    return\n  }\n  const name = String(body.name ?? '')\n    .trim()\n    .replace(/\\s+/g, ' ')\n    .slice(0, NAME_MAX)\n  const ownerUid = String(body.ownerUid ?? '')\n    .trim()\n    .slice(0, 128)\n  const notes = String(body.notes ?? '')\n    .trim()\n    .slice(0, NOTES_MAX)\n\n  try {\n    const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n    const staff = decoded['staff'] === true\n    const membership = await resolveOrgPermissions(decoded.uid, { hostId })\n    if (\n      !staff &&\n      !(membership.hostRole && (await holdsDataManage(membership.orgId, decoded.uid)))\n    ) {\n      res\n        .status(403)\n        .json({ error: 'Adding a lead requires the data permission on this site' })\n      return\n    }\n    const resolved = await getOrgForHost(hostId)\n    if (!resolved) {\n      res.status(404).json({ error: 'Unknown site' })\n      return\n    }\n    const suite = crmSuiteRefusal(resolved.org, 'Adding a lead by hand')\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n\n    const firestore = firebaseAdmin.app().firestore()\n    const hostRef = firestore.collection('hosts').doc(hostId)\n    const leadsRef = hostRef.collection('leads')\n    // Non-null by construction: the normalizer refused every address this\n    // derivation could not key.\n    const leadId = personKey(email) as string\n    const before = await leadsRef.doc(leadId).get()\n    const created = !before.exists\n    /*\n     * The platform ceiling, judged here so the drawer can say WHY rather\n     * than only that the lead could not be saved; the door re-judges it\n     * inside its own transaction, so a race is still refused there.\n     */\n    if (created) {\n      const used = (await leadsRef.count().get()).data().count\n      if (checkVisitorRecordCeiling(used, LEADS_MAX_PER_HOST).exceeded) {\n        res.status(409).json({\n          error:\n            'This site is at the platform lead limit, so the lead was not ' +\n            'added. Remove some leads, or contact support if this is real ' +\n            'traffic.',\n          reason: 'lead-ceiling',\n        })\n        return\n      }\n    }\n    const stored = await addHostLead({\n      hostRef,\n      hostId,\n      lead: {\n        email,\n        ...(name ? { name } : {}),\n        source: LEAD_MANUAL_SOURCE,\n      },\n    })\n    if (!stored) {\n      res.status(500).json({ error: 'The lead could not be saved.' })\n      return\n    }\n    const working: Record<string, unknown> = {\n      ...leadProfileWrite(patch),\n      ...(rawStatus ? { status: rawStatus } : {}),\n      ...(ownerUid ? { ownerUid } : {}),\n      ...(notes ? { notes } : {}),\n    }\n    if (Object.keys(working).length) {\n      await leadsRef\n        .doc(leadId)\n        .set({ ...working, updatedAt: FieldValue.serverTimestamp() }, { merge: true })\n    }\n    /*\n     * The audit line, written by the route that verified the caller and\n     * performed the write — the one writer that cannot record an add that\n     * did not happen. An update of a lead the site already held says so.\n     */\n    await logHostActivity(\n      hostId,\n      { uid: decoded.uid, email: decoded.email ?? null },\n      created ? 'Added lead' : 'Updated lead',\n      { type: 'lead', id: leadId, name: name || email },\n    )\n    const answer: LeadCreateResponse = { leadId, created }\n    res.status(created ? 201 : 200).json(answer)\n  } catch (error) {\n    console.error('leads-create failed', error)\n    res.status(500).json({ error: 'The lead could not be saved.' })\n  }\n}\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/lead-create.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/leads-create` — a lead typed in by hand (AGL-3231).\n *\n * Salesforce's New Lead: a person the team has heard of and has not yet\n * qualified, entered with what is known about them — the address, the\n * name, the company as text, a title, a phone, a website, an address, tags,\n * where they came from — and nothing else brought into being. No contact,\n * no company record: those are the conversion's to make, once the lead is\n * real. Until then the lead is the whole record, which is what lets the\n * Leads section be worked without a second row for every person in it.\n *\n * ## Through the one door\n *\n * `addHostLead` is the single writer of `hosts/{hostId}/leads` — the\n * capture doors, the import and the REST create all reach it — and it is\n * the writer here. That is what keys the lead on the person, so a second\n * \"new lead\" for one address updates the first rather than filing twice;\n * counts it against the platform ceiling inside the transaction that\n * writes; and records NO marketing basis, because a person typed in by the\n * team is not a person who ticked a box. The profile and the working state\n * are the CRM's own annotations and land in one merge write after the\n * door's, exactly as the import writes them.\n *\n * ## Who may call it\n *\n * The same two gates the convert route asks: `data.manage` in the org, and\n * a role on THIS site — a lead is the site's record, so an org member scoped\n * to a sibling site holds the key but not the host. Then the CRM suite gate,\n * because a lead entered by hand is suite work: the capture doors that fill\n * a Free workspace's leads do not come through here.\n */\n\nimport {\n  checkVisitorRecordCeiling,\n  type CrmLeadProfilePatch,\n  type CrmLeadStatus,\n  LEADS_MAX_PER_HOST,\n  normalizeContactEmail,\n  normalizeCrmLeadProfile,\n  personKey,\n  type PluginApiHandler,\n} from '@aglyn/aglyn/server'\nimport {\n  addHostLead,\n  firebaseAdmin,\n  getOrgForHost,\n  logHostActivity,\n} from '@aglyn/tenant-data-admin'\nimport { resolveOrgPermissions } from '@aglyn/tenant-runtime/org-permissions'\nimport { normalizeCampaignIds } from '@aglyn/aglyn/app-utils/campaign-membership'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { holdsDataManage } from './org-caller'\nimport { crmSuiteRefusal } from './suite-gate'\n\n/** The statuses a lead may be entered in — everything but the converted state. */\nconst CREATE_STATUSES: readonly CrmLeadStatus[] = ['new', 'working']\n\nconst NAME_MAX = 120\nconst NOTES_MAX = 4000\n\n/** The surface a hand-entered lead names, beside `signup`, `booking`, `form:{id}` and `import`. */\nexport const LEAD_MANUAL_SOURCE = 'manual'\n\n/** What the New lead drawer posts. */\nexport interface LeadCreateRequest {\n  hostId: string\n  email: string\n  name?: string\n  company?: string\n  jobTitle?: string\n  phone?: string\n  website?: string\n  address?: Record<string, unknown> | null\n  tags?: string[]\n  leadSource?: string\n  status?: CrmLeadStatus\n  ownerUid?: string\n  notes?: string\n  /** The site's campaigns to file the lead under (AGL-3254), by container id. */\n  campaignIds?: string[]\n}\n\n/** The sentence a campaign that is not the site's is refused with, under the field. */\nexport const LEAD_CAMPAIGN_REFUSAL =\n  \"One of the campaigns picked isn't a campaign of this site any more. Pick it again.\"\n\n/**\n * The campaign ids a request may file a lead under: the site's own live\n * containers, and nothing else. A request can claim any id, and a lead\n * filed under another site's campaign — or one the console soft-deleted —\n * would sit on a page nobody at this site can open.\n *\n * @returns the clean ids, or `null` when one of them is not the site's.\n */\nexport async function siteCampaignIds(\n  hostRef: FirebaseFirestore.DocumentReference,\n  raw: unknown,\n): Promise<string[] | null> {\n  const ids = normalizeCampaignIds(raw)\n  if (!ids.length) return []\n  if (ids.some((id) => id.includes('/'))) return null\n  const containers = hostRef.collection('emailCampaigns')\n  const found = await hostRef.firestore.getAll(...ids.map((id) => containers.doc(id)))\n  const live = found.every((snapshot) => snapshot.exists && !snapshot.get('deletedAt'))\n  return live ? ids : null\n}\n\n/** What the route answers on success. */\nexport interface LeadCreateResponse {\n  leadId: string\n  /** False when the site already held a lead for the address — it was updated. */\n  created: boolean\n}\n\n/** The lead's own fields as one write, `null` in the patch meaning a clear. */\nexport function leadProfileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n  const write: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(patch)) {\n    if (value === undefined) continue\n    write[key] = value === null ? FieldValue.delete() : value\n  }\n  return write\n}\n\nexport const leadCreateHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) {\n    res.status(401).json({ error: 'Unauthenticated' })\n    return\n  }\n  const body: Partial<LeadCreateRequest> & Record<string, unknown> =\n    typeof req.body === 'string' ? JSON.parse(req.body) : (req.body ?? {})\n  const hostId = String(body.hostId ?? '')\n    .trim()\n    .slice(0, 128)\n  if (!hostId) {\n    res.status(400).json({ error: 'Missing hostId' })\n    return\n  }\n  const email = normalizeContactEmail(body.email)\n  if (!email) {\n    res.status(400).json({ error: 'Enter a valid email address.' })\n    return\n  }\n  /*\n   * The profile, refused BEFORE any read: a phone or a website the record\n   * cannot hold is answered under its field, the sentence the drawer shows\n   * beneath the input, and nothing was written to retry against.\n   */\n  const { patch, errors } = normalizeCrmLeadProfile(body)\n  const [firstError] = Object.entries(errors)\n  if (firstError) {\n    res.status(400).json({ error: firstError[1], field: firstError[0] })\n    return\n  }\n  const rawStatus = String(body.status ?? '').trim()\n  if (rawStatus && !CREATE_STATUSES.includes(rawStatus as CrmLeadStatus)) {\n    res.status(400).json({ error: 'A new lead is New or Working.' })\n    return\n  }\n  const name = String(body.name ?? '')\n    .trim()\n    .replace(/\\s+/g, ' ')\n    .slice(0, NAME_MAX)\n  const ownerUid = String(body.ownerUid ?? '')\n    .trim()\n    .slice(0, 128)\n  const notes = String(body.notes ?? '')\n    .trim()\n    .slice(0, NOTES_MAX)\n\n  try {\n    const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n    const staff = decoded['staff'] === true\n    const membership = await resolveOrgPermissions(decoded.uid, { hostId })\n    if (\n      !staff &&\n      !(membership.hostRole && (await holdsDataManage(membership.orgId, decoded.uid)))\n    ) {\n      res\n        .status(403)\n        .json({ error: 'Adding a lead requires the data permission on this site' })\n      return\n    }\n    const resolved = await getOrgForHost(hostId)\n    if (!resolved) {\n      res.status(404).json({ error: 'Unknown site' })\n      return\n    }\n    const suite = crmSuiteRefusal(resolved.org, 'Adding a lead by hand')\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n\n    const firestore = firebaseAdmin.app().firestore()\n    const hostRef = firestore.collection('hosts').doc(hostId)\n    const leadsRef = hostRef.collection('leads')\n    // The campaigns, judged before any write, so a refused pick leaves\n    // nothing to retry against (AGL-3254).\n    const campaignIds = await siteCampaignIds(hostRef, body.campaignIds)\n    if (campaignIds === null) {\n      res.status(400).json({ error: LEAD_CAMPAIGN_REFUSAL, field: 'campaignIds' })\n      return\n    }\n    // Non-null by construction: the normalizer refused every address this\n    // derivation could not key.\n    const leadId = personKey(email) as string\n    const before = await leadsRef.doc(leadId).get()\n    const created = !before.exists\n    /*\n     * The platform ceiling, judged here so the drawer can say WHY rather\n     * than only that the lead could not be saved; the door re-judges it\n     * inside its own transaction, so a race is still refused there.\n     */\n    if (created) {\n      const used = (await leadsRef.count().get()).data().count\n      if (checkVisitorRecordCeiling(used, LEADS_MAX_PER_HOST).exceeded) {\n        res.status(409).json({\n          error:\n            'This site is at the platform lead limit, so the lead was not ' +\n            'added. Remove some leads, or contact support if this is real ' +\n            'traffic.',\n          reason: 'lead-ceiling',\n        })\n        return\n      }\n    }\n    const stored = await addHostLead({\n      hostRef,\n      hostId,\n      lead: {\n        email,\n        ...(name ? { name } : {}),\n        source: LEAD_MANUAL_SOURCE,\n      },\n    })\n    if (!stored) {\n      res.status(500).json({ error: 'The lead could not be saved.' })\n      return\n    }\n    const working: Record<string, unknown> = {\n      ...leadProfileWrite(patch),\n      ...(rawStatus ? { status: rawStatus } : {}),\n      ...(ownerUid ? { ownerUid } : {}),\n      ...(notes ? { notes } : {}),\n      // Added to what a lead the site already held carries, never in place\n      // of it: a second \"new lead\" for an address files it under one more\n      // campaign, as the bulk bar would.\n      ...(campaignIds.length ? { campaignIds: FieldValue.arrayUnion(...campaignIds) } : {}),\n    }\n    if (Object.keys(working).length) {\n      await leadsRef\n        .doc(leadId)\n        .set({ ...working, updatedAt: FieldValue.serverTimestamp() }, { merge: true })\n    }\n    /*\n     * The audit line, written by the route that verified the caller and\n     * performed the write — the one writer that cannot record an add that\n     * did not happen. An update of a lead the site already held says so.\n     */\n    await logHostActivity(\n      hostId,\n      { uid: decoded.uid, email: decoded.email ?? null },\n      created ? 'Added lead' : 'Updated lead',\n      { type: 'lead', id: leadId, name: name || email },\n    )\n    const answer: LeadCreateResponse = { leadId, created }\n    res.status(created ? 201 : 200).json(answer)\n  } catch (error) {\n    console.error('leads-create failed', error)\n    res.status(500).json({ error: 'The lead could not be saved.' })\n  }\n}\n\nexport default leadCreateHandler\n"],"names":["checkVisitorRecordCeiling","LEADS_MAX_PER_HOST","normalizeContactEmail","normalizeCrmLeadProfile","personKey","addHostLead","firebaseAdmin","getOrgForHost","logHostActivity","resolveOrgPermissions","normalizeCampaignIds","FieldValue","holdsDataManage","crmSuiteRefusal","CREATE_STATUSES","NAME_MAX","NOTES_MAX","LEAD_MANUAL_SOURCE","LEAD_CAMPAIGN_REFUSAL","siteCampaignIds","hostRef","raw","ids","length","some","id","includes","containers","collection","found","firestore","getAll","map","doc","live","every","snapshot","exists","get","leadProfileWrite","patch","write","key","value","Object","entries","undefined","delete","leadCreateHandler","req","res","body","method","setHeader","status","json","error","authorization","String","headers","idToken","startsWith","slice","JSON","parse","hostId","trim","email","errors","firstError","field","rawStatus","name","replace","ownerUid","notes","decoded","app","auth","verifyIdToken","staff","membership","uid","hostRole","orgId","resolved","suite","org","leadsRef","campaignIds","leadId","before","created","used","count","data","exceeded","reason","stored","lead","source","working","arrayUnion","keys","set","updatedAt","serverTimestamp","merge","type","answer","console"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA8BC,GAED,SACEA,yBAAyB,EAGzBC,kBAAkB,EAClBC,qBAAqB,EACrBC,uBAAuB,EACvBC,SAAS,QAEJ,sBAAqB;AAC5B,SACEC,WAAW,EACXC,aAAa,EACbC,aAAa,EACbC,eAAe,QACV,2BAA0B;AACjC,SAASC,qBAAqB,QAAQ,wCAAuC;AAC7E,SAASC,oBAAoB,QAAQ,6CAA4C;AACjF,SAASC,UAAU,QAAQ,2BAA0B;AACrD,SAASC,eAAe,QAAQ,kBAAc;AAC9C,SAASC,eAAe,QAAQ,kBAAc;AAE9C,gFAAgF,GAChF,MAAMC,kBAA4C;IAAC;IAAO;CAAU;AAEpE,MAAMC,WAAW;AACjB,MAAMC,YAAY;AAElB,iGAAiG,GACjG,OAAO,MAAMC,qBAAqB,SAAQ;AAqB1C,qFAAqF,GACrF,OAAO,MAAMC,wBACX,qFAAoF;AAEtF;;;;;;;CAOC,GACD,OAAO,eAAeC,gBACpBC,OAA4C,EAC5CC,GAAY;IAEZ,MAAMC,MAAMZ,qBAAqBW;IACjC,IAAI,CAACC,IAAIC,MAAM,EAAE,OAAO,EAAE;IAC1B,IAAID,IAAIE,IAAI,CAAC,CAACC,KAAOA,GAAGC,QAAQ,CAAC,OAAO,OAAO;IAC/C,MAAMC,aAAaP,QAAQQ,UAAU,CAAC;IACtC,MAAMC,QAAQ,MAAMT,QAAQU,SAAS,CAACC,MAAM,IAAIT,IAAIU,GAAG,CAAC,CAACP,KAAOE,WAAWM,GAAG,CAACR;IAC/E,MAAMS,OAAOL,MAAMM,KAAK,CAAC,CAACC,WAAaA,SAASC,MAAM,IAAI,CAACD,SAASE,GAAG,CAAC;IACxE,OAAOJ,OAAOZ,MAAM;AACtB;AASA,6EAA6E,GAC7E,OAAO,SAASiB,iBAAiBC,KAA0B;IACzD,MAAMC,QAAiC,CAAC;IACxC,KAAK,MAAM,CAACC,KAAKC,MAAM,IAAIC,OAAOC,OAAO,CAACL,OAAQ;QAChD,IAAIG,UAAUG,WAAW;QACzBL,KAAK,CAACC,IAAI,GAAGC,UAAU,OAAOhC,WAAWoC,MAAM,KAAKJ;IACtD;IACA,OAAOF;AACT;AAEA,OAAO,MAAMO,oBAAsC,OAAOC,KAAKC;QAMhCD,4BAS4BA,WACnCE,cAuBGA,cAKLA,YAIIA,gBAGHA;IAlDrB,IAAIF,IAAIG,MAAM,KAAK,QAAQ;QACzBF,IAAIG,SAAS,CAAC,SAAS;QACvBH,IAAII,MAAM,CAAC,KAAKC,IAAI,CAAC;YAAEC,OAAO;QAAqB;QACnD;IACF;IACA,MAAMC,gBAAgBC,QAAOT,6BAAAA,IAAIU,OAAO,CAACF,aAAa,YAAzBR,6BAA6B;IAC1D,MAAMW,UAAUH,cAAcI,UAAU,CAAC,aACrCJ,cAAcK,KAAK,CAAC,UAAUvC,MAAM,IACpCuB;IACJ,IAAI,CAACc,SAAS;QACZV,IAAII,MAAM,CAAC,KAAKC,IAAI,CAAC;YAAEC,OAAO;QAAkB;QAChD;IACF;IACA,MAAML,OACJ,OAAOF,IAAIE,IAAI,KAAK,WAAWY,KAAKC,KAAK,CAACf,IAAIE,IAAI,KAAKF,YAAAA,IAAIE,IAAI,YAARF,YAAY,CAAC;IACtE,MAAMgB,SAASP,QAAOP,eAAAA,KAAKc,MAAM,YAAXd,eAAe,IAClCe,IAAI,GACJJ,KAAK,CAAC,GAAG;IACZ,IAAI,CAACG,QAAQ;QACXf,IAAII,MAAM,CAAC,KAAKC,IAAI,CAAC;YAAEC,OAAO;QAAiB;QAC/C;IACF;IACA,MAAMW,QAAQjE,sBAAsBiD,KAAKgB,KAAK;IAC9C,IAAI,CAACA,OAAO;QACVjB,IAAII,MAAM,CAAC,KAAKC,IAAI,CAAC;YAAEC,OAAO;QAA+B;QAC7D;IACF;IACA;;;;GAIC,GACD,MAAM,EAAEhB,KAAK,EAAE4B,MAAM,EAAE,GAAGjE,wBAAwBgD;IAClD,MAAM,CAACkB,WAAW,GAAGzB,OAAOC,OAAO,CAACuB;IACpC,IAAIC,YAAY;QACdnB,IAAII,MAAM,CAAC,KAAKC,IAAI,CAAC;YAAEC,OAAOa,UAAU,CAAC,EAAE;YAAEC,OAAOD,UAAU,CAAC,EAAE;QAAC;QAClE;IACF;IACA,MAAME,YAAYb,QAAOP,eAAAA,KAAKG,MAAM,YAAXH,eAAe,IAAIe,IAAI;IAChD,IAAIK,aAAa,CAACzD,gBAAgBY,QAAQ,CAAC6C,YAA6B;QACtErB,IAAII,MAAM,CAAC,KAAKC,IAAI,CAAC;YAAEC,OAAO;QAAgC;QAC9D;IACF;IACA,MAAMgB,OAAOd,QAAOP,aAAAA,KAAKqB,IAAI,YAATrB,aAAa,IAC9Be,IAAI,GACJO,OAAO,CAAC,QAAQ,KAChBX,KAAK,CAAC,GAAG/C;IACZ,MAAM2D,WAAWhB,QAAOP,iBAAAA,KAAKuB,QAAQ,YAAbvB,iBAAiB,IACtCe,IAAI,GACJJ,KAAK,CAAC,GAAG;IACZ,MAAMa,QAAQjB,QAAOP,cAAAA,KAAKwB,KAAK,YAAVxB,cAAc,IAChCe,IAAI,GACJJ,KAAK,CAAC,GAAG9C;IAEZ,IAAI;YA4F2B4D;QA3F7B,MAAMA,UAAU,MAAMtE,cAAcuE,GAAG,GAAGC,IAAI,GAAGC,aAAa,CAACnB;QAC/D,MAAMoB,QAAQJ,OAAO,CAAC,QAAQ,KAAK;QACnC,MAAMK,aAAa,MAAMxE,sBAAsBmE,QAAQM,GAAG,EAAE;YAAEjB;QAAO;QACrE,IACE,CAACe,SACD,CAAEC,CAAAA,WAAWE,QAAQ,IAAK,MAAMvE,gBAAgBqE,WAAWG,KAAK,EAAER,QAAQM,GAAG,CAAC,GAC9E;YACAhC,IACGI,MAAM,CAAC,KACPC,IAAI,CAAC;gBAAEC,OAAO;YAA0D;YAC3E;QACF;QACA,MAAM6B,WAAW,MAAM9E,cAAc0D;QACrC,IAAI,CAACoB,UAAU;YACbnC,IAAII,MAAM,CAAC,KAAKC,IAAI,CAAC;gBAAEC,OAAO;YAAe;YAC7C;QACF;QACA,MAAM8B,QAAQzE,gBAAgBwE,SAASE,GAAG,EAAE;QAC5C,IAAID,OAAO;YACTpC,IAAII,MAAM,CAACgC,MAAMhC,MAAM,EAAEC,IAAI,CAAC+B,MAAMnC,IAAI;YACxC;QACF;QAEA,MAAMrB,YAAYxB,cAAcuE,GAAG,GAAG/C,SAAS;QAC/C,MAAMV,UAAUU,UAAUF,UAAU,CAAC,SAASK,GAAG,CAACgC;QAClD,MAAMuB,WAAWpE,QAAQQ,UAAU,CAAC;QACpC,mEAAmE;QACnE,uCAAuC;QACvC,MAAM6D,cAAc,MAAMtE,gBAAgBC,SAAS+B,KAAKsC,WAAW;QACnE,IAAIA,gBAAgB,MAAM;YACxBvC,IAAII,MAAM,CAAC,KAAKC,IAAI,CAAC;gBAAEC,OAAOtC;gBAAuBoD,OAAO;YAAc;YAC1E;QACF;QACA,sEAAsE;QACtE,4BAA4B;QAC5B,MAAMo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