@aglyn/plugins-crm 1.0.0-beta.165 → 1.0.0-beta.166

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/capture-contact.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type {\n  PluginContactCaptureRequest,\n  PluginContactCaptured,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ContactSource,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  type CrmLeadFields,\n  isCrmLeadOpen,\n  normalizeContactEmail,\n  personKey,\n} from '@aglyn/aglyn/server'\nimport { captureHostContact } from '@aglyn/tenant-runtime/capture-host-contact'\nimport { emitHostEvent } from '@aglyn/tenant-runtime/emit-host-event'\nimport {\n  addHostLead,\n  findContactByEmail,\n  firebaseAdmin,\n  orgDataCollectionForHost,\n  type UpsertHostContactOptions,\n} from '@aglyn/tenant-data-admin'\nimport type { ResolvedCampaignTouch } from '@aglyn/tenant-data-admin/server/campaign-conversion-attribution'\nimport { convertOpenLeadOntoContact } from './convert-open-lead'\n\n/**\n * The CRM answering the platform's contact-capture contract (AGL-3080).\n *\n * Four silos meet the same person — a form submission, a member signing up,\n * an order, a booking — and none of them is the record system. Each holds an\n * address, a name and the fact that something happened, and each wants the\n * workspace's person record to know. Today each imports `captureHostContact`\n * directly, which is the highest fan-in edge in the repo and makes the CRM\n * something a storefront cannot take a payment without.\n *\n * So this is the CRM's side of the seam: the silo reports what it saw, and\n * the plugin that keeps people decides everything a record system decides —\n * keying the address, whether this is somebody new, the audience band, the\n * erasure rows, the company, the owner, and what a new person sets off.\n * `captureHostContact` already does all of that; this translates the\n * contract's vocabulary into its options and its verdict back.\n *\n * ⚠️ IT NEVER THROWS. Every caller has already done the thing it is\n * recording — the submission was accepted, the order was paid — so a refusal\n * is RETURNED and costs the silo nothing. A throw here would lose an order\n * for a contact that could not be filed.\n */\n/**\n * WHICH RECORD A CAPTURE LANDS ON (AGL-3232) — the Salesforce rule, decided\n * here because the CRM is the plugin that models both records.\n *\n * One person is one record: a LEAD until somebody qualifies them, a CONTACT\n * after. Every door used to write both — a lead-routed form filed a lead\n * AND a contact at stage Lead — so one person sat in two lists and the Leads\n * queue was never the whole story. Now a door says what kind of surface it\n * is (`request.surface`) and this decides:\n *\n *  - a LEAD surface files a lead, unless the workspace already holds the\n *    address as a contact — a customer who books a demo is a customer's\n *    interaction, not a new lead — in which case the capture lands on the\n *    contact and no lead is filed;\n *  - a RELATIONSHIP (a member account, a purchase) makes the contact, and\n *    an open lead the site held for the address is stamped converted onto\n *    it, so nobody keeps working a lead who already joined or bought;\n *  - a TOUCH (an unrouted form, a newsletter opt-in) lands on the open lead\n *    when the site holds one — its consent and its history stay on the one\n *    record the rep is working — and on the contact otherwise.\n *\n * A lead is filed through `addHostLead`, the one writer of the leads silo,\n * so it is keyed on the person, counted against the ceiling and carries the\n * campaign touch the door resolved. A NEW lead announces itself with the\n * `lead` host event, which is what a \"new lead\" automation listens for; a\n * repeat capture on a lead the site already held announces nothing, the\n * way a repeat visit by a contact is an interaction and not a creation.\n */\nexport async function captureContactForCrm(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  const surface = request.surface ?? 'touch'\n  // The one refusal every surface shares, answered before any read: an\n  // address nothing can key is a person nothing can record.\n  if (!normalizeContactEmail(request.identity.email)) return refusedEmail()\n  try {\n    if (surface === 'lead') {\n      if (!(await heldAsContact(request))) return await fileLead(request)\n    } else if (surface === 'touch') {\n      if (await openLeadFor(request)) return await fileLead(request)\n    }\n    const verdict = await captureOnContact(request)\n    if (verdict.ok && verdict.record === 'contact' && surface === 'relationship') {\n      await convertOpenLeadOntoContact({\n        hostId: request.hostId,\n        email: request.identity.email,\n        contactId: verdict.contactId,\n        by: request.interaction.source === 'order' ? 'purchase' : 'signup',\n      })\n    }\n    return verdict\n  } catch (error) {\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/** The refusal every door gets for an address nothing can key. */\nfunction refusedEmail(): PluginContactCaptured {\n  return { ok: false, reason: 'invalid-email', error: refusalText('invalid-email') }\n}\n\n/**\n * Whether the workspace already holds the address as a contact — the\n * address index first, then the query, the same lookup every dedupe uses.\n * ORG-wide, not scoped to the capturing site: the contact door dedupes\n * across every site in the org, so a person any site holds as a contact\n * is a contact, whichever site met them this time.\n */\nasync function heldAsContact(request: PluginContactCaptureRequest): Promise<boolean> {\n  const contacts = await orgDataCollectionForHost(request.hostId, 'contacts')\n  return (await findContactByEmail(contacts, request.identity.email)) !== null\n}\n\n/** Whether the site holds an OPEN lead for the address — neither converted nor closed. */\nasync function openLeadFor(request: PluginContactCaptureRequest): Promise<boolean> {\n  const key = personKey(request.identity.email) as string\n  const snapshot = await firebaseAdmin\n    .app()\n    .firestore()\n    .collection('hosts')\n    .doc(request.hostId)\n    .collection('leads')\n    .doc(key)\n    .get()\n  if (!snapshot.exists) return false\n  const lead = (snapshot.data() ?? {}) as Record<string, unknown> & CrmLeadFields\n  return !lead.convertedContactId && isCrmLeadOpen(lead)\n}\n\n/**\n * The capture as a LEAD. The source string is the lead silo's own\n * vocabulary — `form:{formId}` for a form, the door's word otherwise — so\n * a lead's provenance survives the form being renamed, as the submission's\n * does.\n */\nasync function fileLead(request: PluginContactCaptureRequest): Promise<PluginContactCaptured> {\n  const email = normalizeContactEmail(request.identity.email) as string\n  const key = personKey(email) as string\n  const hostRef = firebaseAdmin.app().firestore().collection('hosts').doc(request.hostId)\n  const leadRef = hostRef.collection('leads').doc(key)\n  const created = !(await leadRef.get()).exists\n  const { formId } = entryPointOf(request.detail)\n  const source =\n    request.interaction.source === 'form' && formId\n      ? `form:${formId}`\n      : request.interaction.source\n  const stored = await addHostLead({\n    hostRef,\n    hostId: request.hostId,\n    lead: {\n      email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source,\n      ...(request.marketingConsent ? { marketingConsent: true } : {}),\n    },\n    ...(campaignTouchOf(request.detail).campaignTouch\n      ? { touch: campaignTouchOf(request.detail).campaignTouch }\n      : {}),\n  })\n  if (!stored) {\n    return {\n      ok: false,\n      reason: 'band',\n      error: 'This site is at the number of leads it may hold, so the lead was not recorded.',\n    }\n  }\n  if (created) {\n    await emitHostEvent(request.hostId, 'lead', {\n      email,\n      source,\n      leadId: key,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n    })\n  }\n  return { ok: true, record: 'lead', leadId: key, created }\n}\n\n/** The capture as a CONTACT — what every capture was before the rule above. */\nasync function captureOnContact(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  try {\n    const verdict = await captureHostContact({\n      hostId: request.hostId,\n      email: request.identity.email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source: contactSourceOf(request.interaction.source),\n      interaction: {\n        ...(request.interaction.atMs === undefined\n          ? {}\n          : { atMs: request.interaction.atMs }),\n        ...(request.interaction.refId ? { refId: request.interaction.refId } : {}),\n        ...(request.interaction.summary\n          ? { summary: request.interaction.summary }\n          : {}),\n        ...entryPointOf(request.detail),\n      },\n      ...campaignTouchOf(request.detail),\n      ...(request.marketingConsent === undefined\n        ? {}\n        : { marketingConsent: request.marketingConsent }),\n      ...(request.tags?.length ? { tags: request.tags } : {}),\n      ...(request.campaignIds?.length ? { campaignIds: request.campaignIds } : {}),\n      ...(request.purchaseCents === undefined\n        ? {}\n        : { purchaseCents: request.purchaseCents }),\n      ...(request.purchaseCurrency\n        ? { purchaseCurrency: request.purchaseCurrency }\n        : {}),\n      ...(request.lifecycleFloor\n        ? { initialLifecycleStage: request.lifecycleFloor as never }\n        : {}),\n      ...(request.profile ? { facet: request.profile as never } : {}),\n    })\n    if ('refused' in verdict) {\n      return { ok: false, reason: verdict.refused, error: refusalText(verdict.refused) }\n    }\n    return {\n      ok: true,\n      record: 'contact',\n      contactId: verdict.contactId,\n      created: verdict.created,\n    }\n  } catch (error) {\n    /*\n     * The contract's `error` is the last state, not a channel for a stack:\n     * a silo may show or log it as it stands, so it says what happened and\n     * names nothing internal. The detail goes to the log, where whoever is\n     * debugging a missing contact will look.\n     */\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/**\n * THE ENTRY POINT, off the silo's own `detail` bag (AGL-3080).\n *\n * The contract carries a capture's silo-side facts opaquely, so the two the\n * CRM models are picked out here rather than typed into the platform. Both\n * ride the INTERACTION, which is where `upsertHostContact` already keeps\n * them: which form a person came in through routes the owner-assignment\n * rules and rides the `contactCreated` payload, and the page is what a\n * timeline row says about where they were.\n *\n * Absent, misspelled or the wrong type is the same answer as a door that\n * never had one — a capture without an entry point, which is every capture\n * that did not come through a form. It is never a reason to refuse: the\n * person is the part that matters.\n */\nfunction entryPointOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): { formId?: string; path?: string } {\n  const text = (value: unknown): string | undefined =>\n    typeof value === 'string' && value.trim() ? value : undefined\n  const formId = text(detail?.['formId'])\n  const path = text(detail?.['path'])\n  return {\n    ...(formId ? { formId } : {}),\n    ...(path ? { path } : {}),\n  }\n}\n\n/**\n * WHERE THE VISITOR CAME FROM, off the same bag.\n *\n * ⚠️ A different fact from `campaignIds` and the two must never be folded\n * together — `upsert-contact.ts` says so at the field itself. A touch is the\n * ad or the link the visitor arrived by, already resolved through the\n * allowlist by the silo; `campaignIds` is which campaigns the merchant filed\n * the capture SURFACE under, which is true of everybody who fills that form\n * in. Folding them would credit a campaign for a visitor who typed the\n * address.\n *\n * Passed through as the silo resolved it, unread: the touch's shape belongs\n * to whatever resolves it, and re-validating it here would be a second copy\n * of a rule that has already run. Only its presence is decided here, because\n * `null` and absent mean the same thing to the writer and a caller should\n * not have to know which one it sends.\n */\nfunction campaignTouchOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): Pick<UpsertHostContactOptions, 'campaignTouch'> {\n  const touch = detail?.['campaignTouch']\n  return touch ? { campaignTouch: touch as ResolvedCampaignTouch } : {}\n}\n\n/**\n * The silo's word for its door, as a source the CRM stores.\n *\n * ⚠️ `ContactSource` is a CLOSED union and the contract's `source` is an open\n * string, deliberately: a silo declares its door with\n * `registerPluginContactSource` rather than core enumerating every plugin's.\n * The two meet here, and a word outside the union is passed through rather\n * than rejected — refusing it would lose a third-party plugin's capture over\n * a label, and the capture is the part that matters.\n *\n * ⛔ What it costs, until the union is widened: the console's source filter\n * and `SOURCE_LABELS` key on these values, so an undeclared word renders raw\n * and matches no filter. Every first-party silo uses a word in the union, so\n * nothing does that today.\n */\nexport function contactSourceOf(source: string): ContactSource {\n  const word = String(source ?? '').trim()\n  if (!Object.hasOwn(CONTACT_SOURCE_LABELS, word)) {\n    // Said once, where somebody debugging an unlabelled row will find it.\n    // Not a refusal: the capture is worth more than the label.\n    console.warn(\n      `crm contact capture: source \"${word}\" has no label, so it will render ` +\n        'raw and match no filter in the console.',\n    )\n  }\n  return word as ContactSource\n}\n\n/** What a refused caller is told — customer-safe, and never a key. */\nfunction refusalText(reason: 'invalid-email' | 'band' | 'erased' | 'error'): string {\n  switch (reason) {\n    case 'invalid-email':\n      return 'That address could not be read, so no contact was recorded.'\n    case 'band':\n      return 'This workspace is at the number of contacts its plan holds.'\n    case 'erased':\n      return 'This person was erased from this workspace and was not recreated.'\n    default:\n      return 'The contact could not be recorded. Nothing else was affected.'\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/capture-contact.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type {\n  PluginContactCaptureRequest,\n  PluginContactCaptured,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ContactSource,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  type CrmLeadFields,\n  isCrmLeadOpen,\n  normalizeContactEmail,\n  personKey,\n} from '@aglyn/aglyn/server'\nimport { captureHostContact } from '@aglyn/tenant-runtime/capture-host-contact'\nimport { emitHostEvent } from '@aglyn/tenant-runtime/emit-host-event'\nimport {\n  addHostLead,\n  findContactByEmail,\n  firebaseAdmin,\n  orgDataCollectionForHost,\n  readLeadForHost,\n  type UpsertHostContactOptions,\n} from '@aglyn/tenant-data-admin'\nimport type { ResolvedCampaignTouch } from '@aglyn/tenant-data-admin/server/campaign-conversion-attribution'\nimport { convertOpenLeadOntoContact } from './convert-open-lead'\n\n/**\n * The CRM answering the platform's contact-capture contract (AGL-3080).\n *\n * Four silos meet the same person — a form submission, a member signing up,\n * an order, a booking — and none of them is the record system. Each holds an\n * address, a name and the fact that something happened, and each wants the\n * workspace's person record to know. Today each imports `captureHostContact`\n * directly, which is the highest fan-in edge in the repo and makes the CRM\n * something a storefront cannot take a payment without.\n *\n * So this is the CRM's side of the seam: the silo reports what it saw, and\n * the plugin that keeps people decides everything a record system decides —\n * keying the address, whether this is somebody new, the audience band, the\n * erasure rows, the company, the owner, and what a new person sets off.\n * `captureHostContact` already does all of that; this translates the\n * contract's vocabulary into its options and its verdict back.\n *\n * ⚠️ IT NEVER THROWS. Every caller has already done the thing it is\n * recording — the submission was accepted, the order was paid — so a refusal\n * is RETURNED and costs the silo nothing. A throw here would lose an order\n * for a contact that could not be filed.\n */\n/**\n * WHICH RECORD A CAPTURE LANDS ON (AGL-3232) — the Salesforce rule, decided\n * here because the CRM is the plugin that models both records.\n *\n * One person is one record: a LEAD until somebody qualifies them, a CONTACT\n * after. Every door used to write both — a lead-routed form filed a lead\n * AND a contact at stage Lead — so one person sat in two lists and the Leads\n * queue was never the whole story. Now a door says what kind of surface it\n * is (`request.surface`) and this decides:\n *\n *  - a LEAD surface files a lead, unless the workspace already holds the\n *    address as a contact — a customer who books a demo is a customer's\n *    interaction, not a new lead — in which case the capture lands on the\n *    contact and no lead is filed;\n *  - a RELATIONSHIP (a member account, a purchase) makes the contact, and\n *    an open lead the site held for the address is stamped converted onto\n *    it, so nobody keeps working a lead who already joined or bought;\n *  - a TOUCH (an unrouted form, a newsletter opt-in) lands on the open lead\n *    when the site holds one — its consent and its history stay on the one\n *    record the rep is working — and on the contact otherwise.\n *\n * A lead is filed through `addHostLead`, the one writer of the leads silo,\n * so it is keyed on the person, counted against the ceiling and carries the\n * campaign touch the door resolved. A NEW lead announces itself with the\n * `lead` host event, which is what a \"new lead\" automation listens for; a\n * repeat capture on a lead the site already held announces nothing, the\n * way a repeat visit by a contact is an interaction and not a creation.\n */\nexport async function captureContactForCrm(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  const surface = request.surface ?? 'touch'\n  // The one refusal every surface shares, answered before any read: an\n  // address nothing can key is a person nothing can record.\n  if (!normalizeContactEmail(request.identity.email)) return refusedEmail()\n  try {\n    if (surface === 'lead') {\n      if (!(await heldAsContact(request))) return await fileLead(request)\n    } else if (surface === 'touch') {\n      if (await openLeadFor(request)) return await fileLead(request)\n    }\n    const verdict = await captureOnContact(request)\n    if (verdict.ok && verdict.record === 'contact' && surface === 'relationship') {\n      await convertOpenLeadOntoContact({\n        hostId: request.hostId,\n        email: request.identity.email,\n        contactId: verdict.contactId,\n        by: request.interaction.source === 'order' ? 'purchase' : 'signup',\n      })\n    }\n    return verdict\n  } catch (error) {\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/** The refusal every door gets for an address nothing can key. */\nfunction refusedEmail(): PluginContactCaptured {\n  return { ok: false, reason: 'invalid-email', error: refusalText('invalid-email') }\n}\n\n/**\n * Whether the workspace already holds the address as a contact — the\n * address index first, then the query, the same lookup every dedupe uses.\n * ORG-wide, not scoped to the capturing site: the contact door dedupes\n * across every site in the org, so a person any site holds as a contact\n * is a contact, whichever site met them this time.\n */\nasync function heldAsContact(request: PluginContactCaptureRequest): Promise<boolean> {\n  const contacts = await orgDataCollectionForHost(request.hostId, 'contacts')\n  return (await findContactByEmail(contacts, request.identity.email)) !== null\n}\n\n/** Whether the site holds an OPEN lead for the address — neither converted nor closed. */\nasync function openLeadFor(request: PluginContactCaptureRequest): Promise<boolean> {\n  const key = personKey(request.identity.email) as string\n  /*\n   * Through the seam, which reads the org row and falls back to a lead the\n   * backfill has not reached (AGL-3275). UNSCOPED on purpose: a sibling brand\n   * in the same consent group has to find this person, or its door concludes\n   * there is no lead and files the duplicate this migration exists to end.\n   */\n  const snapshot = await readLeadForHost(request.hostId, key)\n  if (!snapshot) return false\n  const lead = (snapshot.data() ?? {}) as Record<string, unknown> & CrmLeadFields\n  return !lead.convertedContactId && isCrmLeadOpen(lead)\n}\n\n/**\n * The capture as a LEAD. The source string is the lead silo's own\n * vocabulary — `form:{formId}` for a form, the door's word otherwise — so\n * a lead's provenance survives the form being renamed, as the submission's\n * does.\n */\nasync function fileLead(request: PluginContactCaptureRequest): Promise<PluginContactCaptured> {\n  const email = normalizeContactEmail(request.identity.email) as string\n  const key = personKey(email) as string\n  const hostRef = firebaseAdmin.app().firestore().collection('hosts').doc(request.hostId)\n  // `addHostLead` resolves and writes the org collection itself (AGL-3275);\n  // this only needs to know whether the person is new, which decides the event.\n  const created = !(await readLeadForHost(request.hostId, key))\n  const { formId } = entryPointOf(request.detail)\n  const source =\n    request.interaction.source === 'form' && formId\n      ? `form:${formId}`\n      : request.interaction.source\n  const stored = await addHostLead({\n    hostRef,\n    hostId: request.hostId,\n    lead: {\n      email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source,\n      ...(request.marketingConsent ? { marketingConsent: true } : {}),\n    },\n    ...(campaignTouchOf(request.detail).campaignTouch\n      ? { touch: campaignTouchOf(request.detail).campaignTouch }\n      : {}),\n  })\n  if (!stored) {\n    return {\n      ok: false,\n      reason: 'band',\n      error: 'This site is at the number of leads it may hold, so the lead was not recorded.',\n    }\n  }\n  if (created) {\n    await emitHostEvent(request.hostId, 'lead', {\n      email,\n      source,\n      leadId: key,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n    })\n  }\n  return { ok: true, record: 'lead', leadId: key, created }\n}\n\n/** The capture as a CONTACT — what every capture was before the rule above. */\nasync function captureOnContact(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  try {\n    const verdict = await captureHostContact({\n      hostId: request.hostId,\n      email: request.identity.email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source: contactSourceOf(request.interaction.source),\n      interaction: {\n        ...(request.interaction.atMs === undefined\n          ? {}\n          : { atMs: request.interaction.atMs }),\n        ...(request.interaction.refId ? { refId: request.interaction.refId } : {}),\n        ...(request.interaction.summary\n          ? { summary: request.interaction.summary }\n          : {}),\n        ...entryPointOf(request.detail),\n      },\n      ...campaignTouchOf(request.detail),\n      ...(request.marketingConsent === undefined\n        ? {}\n        : { marketingConsent: request.marketingConsent }),\n      ...(request.tags?.length ? { tags: request.tags } : {}),\n      ...(request.campaignIds?.length ? { campaignIds: request.campaignIds } : {}),\n      ...(request.purchaseCents === undefined\n        ? {}\n        : { purchaseCents: request.purchaseCents }),\n      ...(request.purchaseCurrency\n        ? { purchaseCurrency: request.purchaseCurrency }\n        : {}),\n      ...(request.lifecycleFloor\n        ? { initialLifecycleStage: request.lifecycleFloor as never }\n        : {}),\n      ...(request.profile ? { facet: request.profile as never } : {}),\n    })\n    if ('refused' in verdict) {\n      return { ok: false, reason: verdict.refused, error: refusalText(verdict.refused) }\n    }\n    return {\n      ok: true,\n      record: 'contact',\n      contactId: verdict.contactId,\n      created: verdict.created,\n    }\n  } catch (error) {\n    /*\n     * The contract's `error` is the last state, not a channel for a stack:\n     * a silo may show or log it as it stands, so it says what happened and\n     * names nothing internal. The detail goes to the log, where whoever is\n     * debugging a missing contact will look.\n     */\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/**\n * THE ENTRY POINT, off the silo's own `detail` bag (AGL-3080).\n *\n * The contract carries a capture's silo-side facts opaquely, so the two the\n * CRM models are picked out here rather than typed into the platform. Both\n * ride the INTERACTION, which is where `upsertHostContact` already keeps\n * them: which form a person came in through routes the owner-assignment\n * rules and rides the `contactCreated` payload, and the page is what a\n * timeline row says about where they were.\n *\n * Absent, misspelled or the wrong type is the same answer as a door that\n * never had one — a capture without an entry point, which is every capture\n * that did not come through a form. It is never a reason to refuse: the\n * person is the part that matters.\n */\nfunction entryPointOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): { formId?: string; path?: string } {\n  const text = (value: unknown): string | undefined =>\n    typeof value === 'string' && value.trim() ? value : undefined\n  const formId = text(detail?.['formId'])\n  const path = text(detail?.['path'])\n  return {\n    ...(formId ? { formId } : {}),\n    ...(path ? { path } : {}),\n  }\n}\n\n/**\n * WHERE THE VISITOR CAME FROM, off the same bag.\n *\n * ⚠️ A different fact from `campaignIds` and the two must never be folded\n * together — `upsert-contact.ts` says so at the field itself. A touch is the\n * ad or the link the visitor arrived by, already resolved through the\n * allowlist by the silo; `campaignIds` is which campaigns the merchant filed\n * the capture SURFACE under, which is true of everybody who fills that form\n * in. Folding them would credit a campaign for a visitor who typed the\n * address.\n *\n * Passed through as the silo resolved it, unread: the touch's shape belongs\n * to whatever resolves it, and re-validating it here would be a second copy\n * of a rule that has already run. Only its presence is decided here, because\n * `null` and absent mean the same thing to the writer and a caller should\n * not have to know which one it sends.\n */\nfunction campaignTouchOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): Pick<UpsertHostContactOptions, 'campaignTouch'> {\n  const touch = detail?.['campaignTouch']\n  return touch ? { campaignTouch: touch as ResolvedCampaignTouch } : {}\n}\n\n/**\n * The silo's word for its door, as a source the CRM stores.\n *\n * ⚠️ `ContactSource` is a CLOSED union and the contract's `source` is an open\n * string, deliberately: a silo declares its door with\n * `registerPluginContactSource` rather than core enumerating every plugin's.\n * The two meet here, and a word outside the union is passed through rather\n * than rejected — refusing it would lose a third-party plugin's capture over\n * a label, and the capture is the part that matters.\n *\n * ⛔ What it costs, until the union is widened: the console's source filter\n * and `SOURCE_LABELS` key on these values, so an undeclared word renders raw\n * and matches no filter. Every first-party silo uses a word in the union, so\n * nothing does that today.\n */\nexport function contactSourceOf(source: string): ContactSource {\n  const word = String(source ?? '').trim()\n  if (!Object.hasOwn(CONTACT_SOURCE_LABELS, word)) {\n    // Said once, where somebody debugging an unlabelled row will find it.\n    // Not a refusal: the capture is worth more than the label.\n    console.warn(\n      `crm contact capture: source \"${word}\" has no label, so it will render ` +\n        'raw and match no filter in the console.',\n    )\n  }\n  return word as ContactSource\n}\n\n/** What a refused caller is told — customer-safe, and never a key. */\nfunction refusalText(reason: 'invalid-email' | 'band' | 'erased' | 'error'): string {\n  switch (reason) {\n    case 'invalid-email':\n      return 'That address could not be read, so no contact was recorded.'\n    case 'band':\n      return 'This workspace is at the number of contacts its plan holds.'\n    case 'erased':\n      return 'This person was erased from this workspace and was not recreated.'\n    default:\n      return 'The contact could not be recorded. Nothing else was affected.'\n  }\n}\n"],"names":["CONTACT_SOURCE_LABELS","isCrmLeadOpen","normalizeContactEmail","personKey","captureHostContact","emitHostEvent","addHostLead","findContactByEmail","firebaseAdmin","orgDataCollectionForHost","readLeadForHost","convertOpenLeadOntoContact","captureContactForCrm","request","surface","identity","email","refusedEmail","heldAsContact","fileLead","openLeadFor","verdict","captureOnContact","ok","record","hostId","contactId","by","interaction","source","error","console","reason","refusalText","contacts","snapshot","key","lead","data","convertedContactId","hostRef","app","firestore","collection","doc","created","formId","entryPointOf","detail","stored","name","marketingConsent","campaignTouchOf","campaignTouch","touch","leadId","contactSourceOf","atMs","undefined","refId","summary","tags","length","campaignIds","purchaseCents","purchaseCurrency","lifecycleFloor","initialLifecycleStage","profile","facet","refused","text","value","trim","path","word","String","Object","hasOwn","warn"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC;AAMD,SACEA,qBAAqB,QAEhB,kCAAiC;AACxC,SAEEC,aAAa,EACbC,qBAAqB,EACrBC,SAAS,QACJ,sBAAqB;AAC5B,SAASC,kBAAkB,QAAQ,6CAA4C;AAC/E,SAASC,aAAa,QAAQ,wCAAuC;AACrE,SACEC,WAAW,EACXC,kBAAkB,EAClBC,aAAa,EACbC,wBAAwB,EACxBC,eAAe,QAEV,2BAA0B;AAEjC,SAASC,0BAA0B,QAAQ,yBAAqB;AAEhE;;;;;;;;;;;;;;;;;;;;;CAqBC,GACD;;;;;;;;;;;;;;;;;;;;;;;;;;;CA2BC,GACD,OAAO,eAAeC,qBACpBC,OAAoC;QAEpBA;IAAhB,MAAMC,WAAUD,mBAAAA,QAAQC,OAAO,YAAfD,mBAAmB;IACnC,qEAAqE;IACrE,0DAA0D;IAC1D,IAAI,CAACX,sBAAsBW,QAAQE,QAAQ,CAACC,KAAK,GAAG,OAAOC;IAC3D,IAAI;QACF,IAAIH,YAAY,QAAQ;YACtB,IAAI,CAAE,MAAMI,cAAcL,UAAW,OAAO,MAAMM,SAASN;QAC7D,OAAO,IAAIC,YAAY,SAAS;YAC9B,IAAI,MAAMM,YAAYP,UAAU,OAAO,MAAMM,SAASN;QACxD;QACA,MAAMQ,UAAU,MAAMC,iBAAiBT;QACvC,IAAIQ,QAAQE,EAAE,IAAIF,QAAQG,MAAM,KAAK,aAAaV,YAAY,gBAAgB;YAC5E,MAAMH,2BAA2B;gBAC/Bc,QAAQZ,QAAQY,MAAM;gBACtBT,OAAOH,QAAQE,QAAQ,CAACC,KAAK;gBAC7BU,WAAWL,QAAQK,SAAS;gBAC5BC,IAAId,QAAQe,WAAW,CAACC,MAAM,KAAK,UAAU,aAAa;YAC5D;QACF;QACA,OAAOR;IACT,EAAE,OAAOS,OAAO;QACdC,QAAQD,KAAK,CAAC,8BAA8BA;QAC5C,OAAO;YACLP,IAAI;YACJS,QAAQ;YACRF,OAAO;QACT;IACF;AACF;AAEA,gEAAgE,GAChE,SAASb;IACP,OAAO;QAAEM,IAAI;QAAOS,QAAQ;QAAiBF,OAAOG,YAAY;IAAiB;AACnF;AAEA;;;;;;CAMC,GACD,eAAef,cAAcL,OAAoC;IAC/D,MAAMqB,WAAW,MAAMzB,yBAAyBI,QAAQY,MAAM,EAAE;IAChE,OAAO,AAAC,MAAMlB,mBAAmB2B,UAAUrB,QAAQE,QAAQ,CAACC,KAAK,MAAO;AAC1E;AAEA,wFAAwF,GACxF,eAAeI,YAAYP,OAAoC;QAU/CsB;IATd,MAAMC,MAAMjC,UAAUU,QAAQE,QAAQ,CAACC,KAAK;IAC5C;;;;;GAKC,GACD,MAAMmB,WAAW,MAAMzB,gBAAgBG,QAAQY,MAAM,EAAEW;IACvD,IAAI,CAACD,UAAU,OAAO;IACtB,MAAME,QAAQF,iBAAAA,SAASG,IAAI,cAAbH,iBAAmB,CAAC;IAClC,OAAO,CAACE,KAAKE,kBAAkB,IAAItC,cAAcoC;AACnD;AAEA;;;;;CAKC,GACD,eAAelB,SAASN,OAAoC;IAC1D,MAAMG,QAAQd,sBAAsBW,QAAQE,QAAQ,CAACC,KAAK;IAC1D,MAAMoB,MAAMjC,UAAUa;IACtB,MAAMwB,UAAUhC,cAAciC,GAAG,GAAGC,SAAS,GAAGC,UAAU,CAAC,SAASC,GAAG,CAAC/B,QAAQY,MAAM;IACtF,0EAA0E;IAC1E,8EAA8E;IAC9E,MAAMoB,UAAU,CAAE,MAAMnC,gBAAgBG,QAAQY,MAAM,EAAEW;IACxD,MAAM,EAAEU,MAAM,EAAE,GAAGC,aAAalC,QAAQmC,MAAM;IAC9C,MAAMnB,SACJhB,QAAQe,WAAW,CAACC,MAAM,KAAK,UAAUiB,SACrC,CAAC,KAAK,EAAEA,QAAQ,GAChBjC,QAAQe,WAAW,CAACC,MAAM;IAChC,MAAMoB,SAAS,MAAM3C,YAAY;QAC/BkC;QACAf,QAAQZ,QAAQY,MAAM;QACtBY,MAAM;YACJrB;WACIH,QAAQE,QAAQ,CAACmC,IAAI,GAAG;YAAEA,MAAMrC,QAAQE,QAAQ,CAACmC,IAAI;QAAC,IAAI,CAAC;YAC/DrB;WACIhB,QAAQsC,gBAAgB,GAAG;YAAEA,kBAAkB;QAAK,IAAI,CAAC;OAE3DC,gBAAgBvC,QAAQmC,MAAM,EAAEK,aAAa,GAC7C;QAAEC,OAAOF,gBAAgBvC,QAAQmC,MAAM,EAAEK,aAAa;IAAC,IACvD,CAAC;IAEP,IAAI,CAACJ,QAAQ;QACX,OAAO;YACL1B,IAAI;YACJS,QAAQ;YACRF,OAAO;QACT;IACF;IACA,IAAIe,SAAS;QACX,MAAMxC,cAAcQ,QAAQY,MAAM,EAAE,QAAQ;YAC1CT;YACAa;YACA0B,QAAQnB;WACJvB,QAAQE,QAAQ,CAACmC,IAAI,GAAG;YAAEA,MAAMrC,QAAQE,QAAQ,CAACmC,IAAI;QAAC,IAAI,CAAC;IAEnE;IACA,OAAO;QAAE3B,IAAI;QAAMC,QAAQ;QAAQ+B,QAAQnB;QAAKS;IAAQ;AAC1D;AAEA,6EAA6E,GAC7E,eAAevB,iBACbT,OAAoC;IAEpC,IAAI;YAoBIA,eACAA;QApBN,MAAMQ,UAAU,MAAMjB,mBAAmB;YACvCqB,QAAQZ,QAAQY,MAAM;YACtBT,OAAOH,QAAQE,QAAQ,CAACC,KAAK;WACzBH,QAAQE,QAAQ,CAACmC,IAAI,GAAG;YAAEA,MAAMrC,QAAQE,QAAQ,CAACmC,IAAI;QAAC,IAAI,CAAC;YAC/DrB,QAAQ2B,gBAAgB3C,QAAQe,WAAW,CAACC,MAAM;YAClDD,aAAa,aACPf,QAAQe,WAAW,CAAC6B,IAAI,KAAKC,YAC7B,CAAC,IACD;gBAAED,MAAM5C,QAAQe,WAAW,CAAC6B,IAAI;YAAC,GACjC5C,QAAQe,WAAW,CAAC+B,KAAK,GAAG;gBAAEA,OAAO9C,QAAQe,WAAW,CAAC+B,KAAK;YAAC,IAAI,CAAC,GACpE9C,QAAQe,WAAW,CAACgC,OAAO,GAC3B;gBAAEA,SAAS/C,QAAQe,WAAW,CAACgC,OAAO;YAAC,IACvC,CAAC,GACFb,aAAalC,QAAQmC,MAAM;WAE7BI,gBAAgBvC,QAAQmC,MAAM,GAC7BnC,QAAQsC,gBAAgB,KAAKO,YAC7B,CAAC,IACD;YAAEP,kBAAkBtC,QAAQsC,gBAAgB;QAAC,GAC7CtC,EAAAA,gBAAAA,QAAQgD,IAAI,qBAAZhD,cAAciD,MAAM,IAAG;YAAED,MAAMhD,QAAQgD,IAAI;QAAC,IAAI,CAAC,GACjDhD,EAAAA,uBAAAA,QAAQkD,WAAW,qBAAnBlD,qBAAqBiD,MAAM,IAAG;YAAEC,aAAalD,QAAQkD,WAAW;QAAC,IAAI,CAAC,GACtElD,QAAQmD,aAAa,KAAKN,YAC1B,CAAC,IACD;YAAEM,eAAenD,QAAQmD,aAAa;QAAC,GACvCnD,QAAQoD,gBAAgB,GACxB;YAAEA,kBAAkBpD,QAAQoD,gBAAgB;QAAC,IAC7C,CAAC,GACDpD,QAAQqD,cAAc,GACtB;YAAEC,uBAAuBtD,QAAQqD,cAAc;QAAU,IACzD,CAAC,GACDrD,QAAQuD,OAAO,GAAG;YAAEC,OAAOxD,QAAQuD,OAAO;QAAU,IAAI,CAAC;QAE/D,IAAI,aAAa/C,SAAS;YACxB,OAAO;gBAAEE,IAAI;gBAAOS,QAAQX,QAAQiD,OAAO;gBAAExC,OAAOG,YAAYZ,QAAQiD,OAAO;YAAE;QACnF;QACA,OAAO;YACL/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package/src/lib/server/convert-open-lead.js

@@ -40,7 +40,7 @@
  * Never throws: the capture that made the contact has already happened,
  * and a lead that could not be stamped is one somebody converts by hand.
  */ import { isCrmLeadOpen, normalizeContactEmail, personKey } from "@aglyn/aglyn/server";
-import { firebaseAdmin, getOrgForHost } from "@aglyn/tenant-data-admin";
+import { firebaseAdmin, getOrgForHost, leadForWrite } from "@aglyn/tenant-data-admin";
 import { handOffLeadRecords } from "@aglyn/tenant-runtime/hand-off-lead";
 import { FieldValue } from "firebase-admin/firestore";
 /**
@@ -54,7 +54,11 @@ import { FieldValue } from "firebase-admin/firestore";
     try {
         var _snapshot_data;
         const firestore = firebaseAdmin.app().firestore();
-        const leadRef = firestore.collection('hosts').doc(input.hostId).collection('leads').doc(key);
+        /*
+     * The org row, with any not-yet-backfilled predecessor carried onto it
+     * first (AGL-3275) — a conversion must not stamp `convertedContactId` on
+     * a host row that a later capture would then write past on the org.
+     */ const { ref: leadRef } = await leadForWrite(input.hostId, key);
         const snapshot = await leadRef.get();
         if (!snapshot.exists) return false;
         const lead = (_snapshot_data = snapshot.data()) != null ? _snapshot_data : {};

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/convert-open-lead.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * An open lead, closed as converted because the person became a\n * relationship on their own (AGL-3232).\n *\n * Salesforce closes a lead when somebody converts it. Aglyn has a door that\n * makes a person a contact without anybody deciding anything — a member\n * account — and a lead left open behind it is a rep chasing a member. So a\n * relationship capture asks here, after the contact exists: the site's\n * lead for the address, if it is still open, is stamped converted onto\n * that contact, the way the convert dialog stamps one, with `convertedBy`\n * saying which door did it. The CRM's own module, because a lead is the\n * CRM's record (docs/PACKAGES.md rule 3): the capture writer beside it\n * calls it, and the one-record backfill stamps the same shape by hand.\n *\n * Only an OPEN lead: one already converted names its contact and must keep\n * naming it, and one closed as unqualified was a decision — a person the\n * team judged not real who then buys something is a fact for the contact's\n * timeline, not a reason to rewrite the team's verdict.\n *\n * Once stamped, the lead hands what was filed on it to the contact — its\n * activities, its tasks, and every plugin's records about it — exactly as\n * the convert dialog's conversion does (AGL-3233), so a lead closed by a\n * purchase leaves the same timeline behind as one a rep converted.\n *\n * Never throws: the capture that made the contact has already happened,\n * and a lead that could not be stamped is one somebody converts by hand.\n */\n\nimport {\n  type CrmLeadFields,\n  isCrmLeadOpen,\n  normalizeContactEmail,\n  personKey,\n} from '@aglyn/aglyn/server'\nimport { firebaseAdmin, getOrgForHost } from '@aglyn/tenant-data-admin'\nimport { handOffLeadRecords } from '@aglyn/tenant-runtime/hand-off-lead'\nimport { FieldValue } from 'firebase-admin/firestore'\n\n/** Which door closed the lead, recorded on it beside the conversion stamp. */\nexport type LeadAutoConvertedBy = 'signup' | 'purchase' | 'backfill'\n\nexport interface ConvertOpenLeadOntoContactInput {\n  hostId: string\n  email: unknown\n  /** `orgs/{orgId}/contacts/{contactId}` — the relationship the lead became. */\n  contactId: string\n  by: LeadAutoConvertedBy\n}\n\n/**\n * Stamp the site's open lead for `email` as converted onto `contactId`.\n * `true` when a lead was stamped; `false` when the site holds none, holds\n * one that is not open, or the write failed.\n */\nexport async function convertOpenLeadOntoContact(\n  input: ConvertOpenLeadOntoContactInput,\n): Promise<boolean> {\n  const email = normalizeContactEmail(input.email)\n  const key = email ? personKey(email) : null\n  if (!key || !input.contactId) return false\n  try {\n    const firestore = firebaseAdmin.app().firestore()\n    const leadRef = firestore\n      .collection('hosts')\n      .doc(input.hostId)\n      .collection('leads')\n      .doc(key)\n    const snapshot = await leadRef.get()\n    if (!snapshot.exists) return false\n    const lead = (snapshot.data() ?? {}) as Record<string, unknown> & CrmLeadFields\n    if (lead.convertedContactId || !isCrmLeadOpen(lead)) return false\n    await leadRef.set(\n      {\n        status: 'qualified',\n        convertedContactId: input.contactId,\n        convertedAtMs: Date.now(),\n        convertedBy: input.by,\n        updatedAt: FieldValue.serverTimestamp(),\n      },\n      { merge: true },\n    )\n    const resolved = await getOrgForHost(input.hostId)\n    if (resolved) {\n      await handOffLeadRecords({\n        firestore,\n        orgId: resolved.orgId,\n        hostId: input.hostId,\n        leadId: key,\n        contactId: input.contactId,\n        email,\n        by: input.by,\n      })\n    }\n    return true\n  } catch (error) {\n    console.error('convertOpenLeadOntoContact failed', input.hostId, error)\n    return false\n  }\n}\n\nexport default convertOpenLeadOntoContact\n"],"names":["isCrmLeadOpen","normalizeContactEmail","personKey","firebaseAdmin","getOrgForHost","handOffLeadRecords","FieldValue","convertOpenLeadOntoContact","input","email","key","contactId","snapshot","firestore","app","leadRef","collection","doc","hostId","get","exists","lead","data","convertedContactId","set","status","convertedAtMs","Date","now","convertedBy","by","updatedAt","serverTimestamp","merge","resolved","orgId","leadId","error","console"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;;;;CA0BC,GAED,SAEEA,aAAa,EACbC,qBAAqB,EACrBC,SAAS,QACJ,sBAAqB;AAC5B,SAASC,aAAa,EAAEC,aAAa,QAAQ,2BAA0B;AACvE,SAASC,kBAAkB,QAAQ,sCAAqC;AACxE,SAASC,UAAU,QAAQ,2BAA0B;AAarD;;;;CAIC,GACD,OAAO,eAAeC,2BACpBC,KAAsC;IAEtC,MAAMC,QAAQR,sBAAsBO,MAAMC,KAAK;IAC/C,MAAMC,MAAMD,QAAQP,UAAUO,SAAS;IACvC,IAAI,CAACC,OAAO,CAACF,MAAMG,SAAS,EAAE,OAAO;IACrC,IAAI;YASYC;QARd,MAAMC,YAAYV,cAAcW,GAAG,GAAGD,SAAS;QAC/C,MAAME,UAAUF,UACbG,UAAU,CAAC,SACXC,GAAG,CAACT,MAAMU,MAAM,EAChBF,UAAU,CAAC,SACXC,GAAG,CAACP;QACP,MAAME,WAAW,MAAMG,QAAQI,GAAG;QAClC,IAAI,CAACP,SAASQ,MAAM,EAAE,OAAO;QAC7B,MAAMC,QAAQT,iBAAAA,SAASU,IAAI,cAAbV,iBAAmB,CAAC;QAClC,IAAIS,KAAKE,kBAAkB,IAAI,CAACvB,cAAcqB,OAAO,OAAO;QAC5D,MAAMN,QAAQS,GAAG,CACf;YACEC,QAAQ;YACRF,oBAAoBf,MAAMG,SAAS;YACnCe,eAAeC,KAAKC,GAAG;YACvBC,aAAarB,MAAMsB,EAAE;YACrBC,WAAWzB,WAAW0B,eAAe;QACvC,GACA;YAAEC,OAAO;QAAK;QAEhB,MAAMC,WAAW,MAAM9B,cAAcI,MAAMU,MAAM;QACjD,IAAIgB,UAAU;YACZ,MAAM7B,mBAAmB;gBACvBQ;gBACAsB,OAAOD,SAASC,KAAK;gBACrBjB,QAAQV,MAAMU,MAAM;gBACpBkB,QAAQ1B;gBACRC,WAAWH,MAAMG,SAAS;gBAC1BF;gBACAqB,IAAItB,MAAMsB,EAAE;YACd;QACF;QACA,OAAO;IACT,EAAE,OAAOO,OAAO;QACdC,QAAQD,KAAK,CAAC,qCAAqC7B,MAAMU,MAAM,EAAEmB;QACjE,OAAO;IACT;AACF;AAEA,eAAe9B,2BAA0B"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/convert-open-lead.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * An open lead, closed as converted because the person became a\n * relationship on their own (AGL-3232).\n *\n * Salesforce closes a lead when somebody converts it. Aglyn has a door that\n * makes a person a contact without anybody deciding anything — a member\n * account — and a lead left open behind it is a rep chasing a member. So a\n * relationship capture asks here, after the contact exists: the site's\n * lead for the address, if it is still open, is stamped converted onto\n * that contact, the way the convert dialog stamps one, with `convertedBy`\n * saying which door did it. The CRM's own module, because a lead is the\n * CRM's record (docs/PACKAGES.md rule 3): the capture writer beside it\n * calls it, and the one-record backfill stamps the same shape by hand.\n *\n * Only an OPEN lead: one already converted names its contact and must keep\n * naming it, and one closed as unqualified was a decision — a person the\n * team judged not real who then buys something is a fact for the contact's\n * timeline, not a reason to rewrite the team's verdict.\n *\n * Once stamped, the lead hands what was filed on it to the contact — its\n * activities, its tasks, and every plugin's records about it — exactly as\n * the convert dialog's conversion does (AGL-3233), so a lead closed by a\n * purchase leaves the same timeline behind as one a rep converted.\n *\n * Never throws: the capture that made the contact has already happened,\n * and a lead that could not be stamped is one somebody converts by hand.\n */\n\nimport {\n  type CrmLeadFields,\n  isCrmLeadOpen,\n  normalizeContactEmail,\n  personKey,\n} from '@aglyn/aglyn/server'\nimport { firebaseAdmin, getOrgForHost, leadForWrite } from '@aglyn/tenant-data-admin'\nimport { handOffLeadRecords } from '@aglyn/tenant-runtime/hand-off-lead'\nimport { FieldValue } from 'firebase-admin/firestore'\n\n/** Which door closed the lead, recorded on it beside the conversion stamp. */\nexport type LeadAutoConvertedBy = 'signup' | 'purchase' | 'backfill'\n\nexport interface ConvertOpenLeadOntoContactInput {\n  hostId: string\n  email: unknown\n  /** `orgs/{orgId}/contacts/{contactId}` — the relationship the lead became. */\n  contactId: string\n  by: LeadAutoConvertedBy\n}\n\n/**\n * Stamp the site's open lead for `email` as converted onto `contactId`.\n * `true` when a lead was stamped; `false` when the site holds none, holds\n * one that is not open, or the write failed.\n */\nexport async function convertOpenLeadOntoContact(\n  input: ConvertOpenLeadOntoContactInput,\n): Promise<boolean> {\n  const email = normalizeContactEmail(input.email)\n  const key = email ? personKey(email) : null\n  if (!key || !input.contactId) return false\n  try {\n    const firestore = firebaseAdmin.app().firestore()\n    /*\n     * The org row, with any not-yet-backfilled predecessor carried onto it\n     * first (AGL-3275) — a conversion must not stamp `convertedContactId` on\n     * a host row that a later capture would then write past on the org.\n     */\n    const { ref: leadRef } = await leadForWrite(input.hostId, key)\n    const snapshot = await leadRef.get()\n    if (!snapshot.exists) return false\n    const lead = (snapshot.data() ?? {}) as Record<string, unknown> & CrmLeadFields\n    if (lead.convertedContactId || !isCrmLeadOpen(lead)) return false\n    await leadRef.set(\n      {\n        status: 'qualified',\n        convertedContactId: input.contactId,\n        convertedAtMs: Date.now(),\n        convertedBy: input.by,\n        updatedAt: FieldValue.serverTimestamp(),\n      },\n      { merge: true },\n    )\n    const resolved = await getOrgForHost(input.hostId)\n    if (resolved) {\n      await handOffLeadRecords({\n        firestore,\n        orgId: resolved.orgId,\n        hostId: input.hostId,\n        leadId: key,\n        contactId: input.contactId,\n        email,\n        by: input.by,\n      })\n    }\n    return true\n  } catch (error) {\n    console.error('convertOpenLeadOntoContact failed', input.hostId, error)\n    return false\n  }\n}\n\nexport default convertOpenLeadOntoContact\n"],"names":["isCrmLeadOpen","normalizeContactEmail","personKey","firebaseAdmin","getOrgForHost","leadForWrite","handOffLeadRecords","FieldValue","convertOpenLeadOntoContact","input","email","key","contactId","snapshot","firestore","app","ref","leadRef","hostId","get","exists","lead","data","convertedContactId","set","status","convertedAtMs","Date","now","convertedBy","by","updatedAt","serverTimestamp","merge","resolved","orgId","leadId","error","console"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;;;;CA0BC,GAED,SAEEA,aAAa,EACbC,qBAAqB,EACrBC,SAAS,QACJ,sBAAqB;AAC5B,SAASC,aAAa,EAAEC,aAAa,EAAEC,YAAY,QAAQ,2BAA0B;AACrF,SAASC,kBAAkB,QAAQ,sCAAqC;AACxE,SAASC,UAAU,QAAQ,2BAA0B;AAarD;;;;CAIC,GACD,OAAO,eAAeC,2BACpBC,KAAsC;IAEtC,MAAMC,QAAQT,sBAAsBQ,MAAMC,KAAK;IAC/C,MAAMC,MAAMD,QAAQR,UAAUQ,SAAS;IACvC,IAAI,CAACC,OAAO,CAACF,MAAMG,SAAS,EAAE,OAAO;IACrC,IAAI;YAUYC;QATd,MAAMC,YAAYX,cAAcY,GAAG,GAAGD,SAAS;QAC/C;;;;KAIC,GACD,MAAM,EAAEE,KAAKC,OAAO,EAAE,GAAG,MAAMZ,aAAaI,MAAMS,MAAM,EAAEP;QAC1D,MAAME,WAAW,MAAMI,QAAQE,GAAG;QAClC,IAAI,CAACN,SAASO,MAAM,EAAE,OAAO;QAC7B,MAAMC,QAAQR,iBAAAA,SAASS,IAAI,cAAbT,iBAAmB,CAAC;QAClC,IAAIQ,KAAKE,kBAAkB,IAAI,CAACvB,cAAcqB,OAAO,OAAO;QAC5D,MAAMJ,QAAQO,GAAG,CACf;YACEC,QAAQ;YACRF,oBAAoBd,MAAMG,SAAS;YACnCc,eAAeC,KAAKC,GAAG;YACvBC,aAAapB,MAAMqB,EAAE;YACrBC,WAAWxB,WAAWyB,eAAe;QACvC,GACA;YAAEC,OAAO;QAAK;QAEhB,MAAMC,WAAW,MAAM9B,cAAcK,MAAMS,MAAM;QACjD,IAAIgB,UAAU;YACZ,MAAM5B,mBAAmB;gBACvBQ;gBACAqB,OAAOD,SAASC,KAAK;gBACrBjB,QAAQT,MAAMS,MAAM;gBACpBkB,QAAQzB;gBACRC,WAAWH,MAAMG,SAAS;gBAC1BF;gBACAoB,IAAIrB,MAAMqB,EAAE;YACd;QACF;QACA,OAAO;IACT,EAAE,OAAOO,OAAO;QACdC,QAAQD,KAAK,CAAC,qCAAqC5B,MAAMS,MAAM,EAAEmB;QACjE,OAAO;IACT;AACF;AAEA,eAAe7B,2BAA0B"}

package/src/lib/server/email-send.js

@@ -16,7 +16,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * limitations under the License.
  */ import { buildCrmEmailActivity, contactCaptureHostIds, CRM_ACTIVITY_LOG_FULL_MESSAGE, CRM_COLLECTIONS, CRM_EMAIL_BODY_MAX, CRM_EMAIL_CONTEXT, CRM_EMAIL_SUBJECT_MAX, crmActivityLogHasRoom, crmEmailDeliveryTags, emailStateRefusal, crmMergeFieldsIn, crmScopeTokens, isOrgWideMember, normalizeContactEmail, readContactFacet, readEmailState, readMarketingBasis, renderCrmMergeFields, resolveOrgEntitlements, visibleToHost } from "@aglyn/aglyn/server";
 import { isEmailConfigured, sendEmail, sendFailureReason } from "@aglyn/shared-util-email";
-import { consentGroupForSite, consumeRateLimit, countCrmActivitiesForRecord, filterSendableForHost, firebaseAdmin, getHostDocAdmin, getOrgForHost, hostSendingIdentity, logOrgActivity, memberHasOrgPermission, newCrmActivityRef, orgDataCollectionForHost, readOrgEmailRamp, recordEmailSends, releaseCrmEmailSend, reserveCrmEmailSend, resolveOrgMembership, writeCrmEmailActivity } from "@aglyn/tenant-data-admin";
+import { consentGroupForSite, consumeRateLimit, countCrmActivitiesForRecord, filterSendableForHost, firebaseAdmin, getHostDocAdmin, getOrgForHost, hostSendingIdentity, logOrgActivity, memberHasOrgPermission, newCrmActivityRef, orgDataCollectionForHost, readLeadForHost, readOrgEmailRamp, recordEmailSends, releaseCrmEmailSend, reserveCrmEmailSend, resolveOrgMembership, writeCrmEmailActivity } from "@aglyn/tenant-data-admin";
 import { isRefusedIdToken } from "@aglyn/tenant-data-admin/server/id-token-refusal";
 import { authorizeOrgCaller, orgHostIds, readCrmRouteScope } from "./org-caller.js";
 import { crmSuiteRefusal } from "./suite-gate.js";
@@ -261,8 +261,8 @@ const refuse = (status, error, extra = {})=>({
     if (ids.leadId) {
         var _lead_data, _lead_get;
         if (!hostId) return refuse(400, 'Name the site the lead lives under.');
-        const lead = await firestore.collection('hosts').doc(hostId).collection('leads').doc(ids.leadId).get();
-        if (!lead.exists) return refuse(404, 'Unknown lead');
+        const lead = await readLeadForHost(hostId, ids.leadId);
+        if (!lead) return refuse(404, 'Unknown lead');
         const email = normalizeContactEmail(lead.get('email'));
         if (!email) return refuse(400, 'This lead has no email address.');
         const record = (_lead_data = lead.data()) != null ? _lead_data : {};

package/src/lib/server/email-send.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/email-send.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  type AglynOrgBilling,\n  type AglynOrgMember,\n  buildCrmEmailActivity,\n  contactCaptureHostIds,\n  CRM_ACTIVITY_LOG_FULL_MESSAGE,\n  CRM_COLLECTIONS,\n  CRM_EMAIL_BODY_MAX,\n  CRM_EMAIL_CONTEXT,\n  CRM_EMAIL_SUBJECT_MAX,\n  type CrmActivityLink,\n  crmActivityLogHasRoom,\n  crmEmailDeliveryTags,\n  emailStateRefusal,\n  type CrmMergeContext,\n  crmMergeFieldsIn,\n  crmScopeTokens,\n  isOrgWideMember,\n  normalizeContactEmail,\n  type PluginApiHandler,\n  type PluginApiRequest,\n  type PluginApiResponse,\n  readContactFacet,\n  readEmailState,\n  readMarketingBasis,\n  renderCrmMergeFields,\n  resolveOrgEntitlements,\n  visibleToHost,\n} from '@aglyn/aglyn/server'\nimport {\n  isEmailConfigured,\n  sendEmail,\n  sendFailureReason,\n  type SendEmailResult,\n} from '@aglyn/shared-util-email'\nimport {\n  consentGroupForSite,\n  consumeRateLimit,\n  countCrmActivitiesForRecord,\n  filterSendableForHost,\n  firebaseAdmin,\n  getHostDocAdmin,\n  getOrgForHost,\n  hostSendingIdentity,\n  logOrgActivity,\n  memberHasOrgPermission,\n  newCrmActivityRef,\n  orgDataCollectionForHost,\n  readOrgEmailRamp,\n  recordEmailSends,\n  releaseCrmEmailSend,\n  reserveCrmEmailSend,\n  resolveOrgMembership,\n  writeCrmEmailActivity,\n} from '@aglyn/tenant-data-admin'\nimport { isRefusedIdToken } from '@aglyn/tenant-data-admin/server/id-token-refusal'\nimport {\n  authorizeOrgCaller,\n  type CrmRouteScope,\n  orgHostIds,\n  readCrmRouteScope,\n} from './org-caller'\nimport { crmSuiteRefusal } from './suite-gate'\n\n/**\n * `POST /api/crm/email-send` — one email to one person, from their record\n * (AGL-2615).\n *\n * Body: `{ hostId, contactId? | leadId? | dealId?, subject, body }`. Answers\n * `{ ok: true, activityId, to, from, logged }` once the provider accepted\n * the message, and a refusal with a `reason` the dialog can act on\n * otherwise. The subject and the body may carry merge fields —\n * `{{contact.firstName}}`, `{{deal.amount}}` (AGL-2658) — which this route\n * fills from the record before the send, so the timeline row is the letter\n * as it left; see `crm-email-templates.ts` for the grammar.\n *\n * ## What it is, and what it is not\n *\n * A message a teammate wrote to one person they have a relationship with —\n * a reply to a lead, a follow-up on a deal. It is not marketing: no\n * campaign audience, no unsubscribe pair, no frequency window, no consent\n * split. What it does owe is everything a bounce or a complaint owes the\n * shared sending domain, which is why BOTH suppression lists are consulted\n * and why a person's own stated refusal — a `declined` basis — is a hard\n * stop even though the message is not the kind of mail that basis governs.\n * The recipient asked this site not to write; the kind of writing is not\n * the point.\n *\n * ## Why the recipient is resolved here and not taken from the body\n *\n * The dialog shows the address the record carries, and this route reads it\n * again off the record the caller named, through the same visibility check\n * every other CRM route makes. A `to` in the body would make this a route\n * that sends the site's mail to any address a member types, which is a\n * different product with a different abuse surface.\n *\n * ## The organization variant (AGL-2634)\n *\n * `{ orgId, hostId?, … }` from the org-level hub. The caller is authorized\n * by the org — an org-wide member holding `data.manage` — and the record is\n * read with no site's visibility to check, because an org-wide member reads\n * every row. What the org level cannot do away with is the SITE the message\n * leaves from: the sending identity, the suppression list and the person's\n * stated refusal are each a site's. So the org variant still names one —\n * the record's own capturing site or the site the reader picked, in the\n * body; failing that the record's own site read off the document; failing\n * that the org's only site — and refuses, with a `site` reason, when the\n * org has several and none was named. The row it writes is visible to\n * whoever may see the RECORD, so an email to a person another site\n * captured shows on their timeline under that site's hub; the act is\n * logged in the org's feed.\n *\n * ## The order of the gates\n *\n * Cheap and certain first. A malformed body and a missing token cost\n * nothing; the per-user pace is one counter; the record is one read and\n * decides everything after it; the ceiling one aggregate; the two\n * suppression lists two keyed reads; the sending identity next, because it\n * is the most expensive and the one a workspace fixes once. The daily cap\n * comes LAST and is the one gate that writes before the provider is called\n * (AGL-2645): the send is reserved on today's counter inside a transaction,\n * so two reps at the last slot cannot both pass one reading of it, and a\n * message the provider refuses gives the slot back. After the provider has\n * accepted, two more things are written, neither able to fail the send:\n * the activity row and the org's cost meter.\n *\n * ## The new-workspace ramp is part of that cap, not a gate beside it\n *\n * A message from a workspace created this morning lands on the sending\n * domain every other tenant's receipts leave on, so the plan's day is held\n * to the share of it the workspace has earned — the same ramp the campaign\n * path is paced by, `readOrgEmailRamp`, taken to the allowance this surface\n * meters instead of the campaign ceiling. It is handed to the reservation\n * rather than checked before it, so the ceiling and the count it is judged\n * against come out of the one transactional read; a ramp consulted\n * separately would be a second ceiling and two reps could pass it at once.\n * A workspace past its first week is not ramped and pays nothing to find\n * that out.\n */\n\n/** How many one-to-one emails one person may send in one minute. */\nexport const CRM_EMAIL_SENDS_PER_MINUTE = 20\nconst CRM_EMAIL_RATE_WINDOW_MS = 60_000\n\n/** What the route says when the plan carries no one-to-one email at all. */\nexport const CRM_EMAIL_NOT_INCLUDED_MESSAGE =\n  'Your plan does not include one-to-one email. Upgrade in Billing to email ' +\n  'people from their records.'\n\n/** What the route says at the daily cap; `included` is the plan's figure. */\nexport function crmEmailCapReachedMessage(included: number): string {\n  return (\n    `Today's one-to-one email limit (${included.toLocaleString('en-US')}) is ` +\n    'reached. It resets at midnight UTC — see Billing for the count.'\n  )\n}\n\n/**\n * What the route says when the NEW-WORKSPACE RAMP is the ceiling that was\n * reached, rather than the plan's own.\n *\n * The campaign path's wording, pointed at this surface: the number, what was\n * spent against it, that nothing was sent or counted, and when it lifts. A\n * workspace told only \"limit reached\" against a figure far below the one its\n * plan page advertises would read it as a billing fault.\n */\nexport function crmEmailRampReachedMessage(\n  ceiling: number,\n  used: number,\n): string {\n  return (\n    `This workspace may send ${ceiling.toLocaleString('en-US')} one-to-one ` +\n    `email${ceiling === 1 ? '' : 's'} a day while it establishes a sending ` +\n    `history, and has sent ${used.toLocaleString('en-US')} today. Nothing ` +\n    'has been sent and nothing has been counted — the allowance grows as ' +\n    \"the workspace sends, and is the plan's in full after its first week. \" +\n    'It resets at midnight UTC.'\n  )\n}\n\n/** What the route says when the ramp's own history could not be read. */\nexport const CRM_EMAIL_RAMP_UNAVAILABLE_MESSAGE =\n  \"This workspace's sending history could not be read just now, so how much \" +\n  'of its first-week email allowance it has earned is not known. Nothing has ' +\n  'been sent and nothing has been counted — try again in a moment.'\n\nexport const CRM_EMAIL_SUPPRESSED_MESSAGE =\n  'This address has bounced or reported a message as spam, so it cannot be ' +\n  'emailed.'\n\nexport const CRM_EMAIL_DECLINED_MESSAGE =\n  'This person asked not to be emailed by this site.'\n\nexport const CRM_EMAIL_RATE_MESSAGE =\n  'You have sent too many emails in the last minute. Wait a moment and try again.'\n\n/** What the org variant says when no site was named and the org has several. */\nexport const CRM_EMAIL_PICK_SITE_MESSAGE =\n  'Pick the site this email leaves from — its sending address is what the ' +\n  'message is sent as.'\n\ntype Refusal = { ok: false; status: number; body: Record<string, unknown> }\n\nconst refuse = (\n  status: number,\n  error: string,\n  extra: Record<string, unknown> = {},\n): Refusal => ({ ok: false, status, body: { error, ...extra } })\n\n/** One typed field, trimmed and bounded. */\nfunction typed(value: unknown, max: number): string {\n  return String(value ?? '')\n    .trim()\n    .slice(0, max)\n}\n\ninterface Sender {\n  ok: true\n  uid: string\n  /** The address replies go to — the token's, never the body's. */\n  email: string\n  /** The name in front of the sending address, when the token carries one. */\n  name: string\n  orgId: string\n  org: Partial<AglynOrgBilling>\n}\n\n/**\n * Who is sending, and whether they may: a verified ID token, then\n * `data.manage` on the site's org through the same three-layer read the\n * create route makes, admitted only for a site the member reaches. Staff\n * pass the permission check as they do on every CRM route, and send as\n * themselves.\n */\nasync function authorizeSender(\n  req: PluginApiRequest,\n  hostId: string,\n): Promise<Sender | Refusal> {\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) return refuse(401, 'Unauthenticated')\n  let decoded: { uid: string; email?: string; name?: string; staff?: unknown }\n  try {\n    decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n  } catch (error) {\n    // A refused credential is the caller's 401; a failure to check one is\n    // ours and keeps a 5xx (AGL-2852).\n    if (isRefusedIdToken(error)) return refuse(401, 'Unauthenticated')\n    console.error('[crm] email-send could not verify the sender', error)\n    return refuse(500, 'The sign-in could not be checked. Try again.')\n  }\n  const resolved = await getOrgForHost(hostId).catch(() => null)\n  if (!resolved) return refuse(404, 'Unknown site')\n  const { orgId } = resolved\n  const org = (resolved.org ?? {}) as Partial<AglynOrgBilling>\n  if (decoded.staff !== true) {\n    const membership = await resolveOrgMembership(decoded.uid, orgId).catch(\n      () => null,\n    )\n    const member = (membership?.member ?? null) as Partial<AglynOrgMember> | null\n    const reaches =\n      isOrgWideMember(member) || Boolean(member?.hostAccess?.[hostId])\n    const allowed =\n      member &&\n      reaches &&\n      (await memberHasOrgPermission(orgId, member, 'data.manage'))\n    if (!allowed) {\n      return refuse(\n        403,\n        'Sending email from a record requires the data.manage permission on this site',\n      )\n    }\n  }\n  const email = normalizeContactEmail(decoded.email)\n  if (!email) {\n    // A reply-to is owed and the token is the only place it can honestly\n    // come from; an account with no address cannot be replied to.\n    return refuse(403, 'Your account has no email address to receive replies at.')\n  }\n  return {\n    ok: true,\n    uid: decoded.uid,\n    email,\n    name: typed(decoded.name, 120),\n    orgId,\n    org,\n  }\n}\n\n/**\n * The org variant's sender (AGL-2634): authorized by the org for an\n * org-wide member holding `data.manage`, with the same reply-to rule.\n */\nasync function authorizeOrgSender(\n  req: PluginApiRequest,\n  orgId: string,\n): Promise<Sender | Refusal> {\n  const caller = await authorizeOrgCaller(req, orgId, {\n    needs: 'data.manage',\n    refusal:\n      'Sending email at the organization level requires the data.manage ' +\n      'permission across the whole workspace',\n  })\n  if (caller.ok === false) return refuse(caller.status, caller.error)\n  const email = normalizeContactEmail(caller.email)\n  if (!email) {\n    return refuse(403, 'Your account has no email address to receive replies at.')\n  }\n  return {\n    ok: true,\n    uid: caller.uid,\n    email,\n    name: caller.name,\n    orgId,\n    org: caller.org as Partial<AglynOrgBilling>,\n  }\n}\n\ninterface Recipient {\n  ok: true\n  email: string\n  /** The document the consent basis is read off — the contact, or the lead. */\n  record: Record<string, unknown>\n  /** The contact document, when one was read — where the company link is. */\n  contact: Record<string, unknown> | null\n  link: CrmActivityLink\n  /**\n   * The site the record itself names — a contact's first capturing site, a\n   * deal's own, a lead's — which is the site an org-level send leaves from\n   * when the body named none.\n   */\n  siteHint: string\n  /** The deal document, when one was named — what `{{deal.*}}` reads (AGL-2658). */\n  deal: Record<string, unknown> | null\n  /** The lead document, when the recipient is a lead — what `{{lead.*}}` reads. */\n  lead: Record<string, unknown> | null\n}\n\n/**\n * The person the named record is about, as THIS site may see them.\n *\n * A deal names its contact; a lead carries its own address; a contact is\n * itself. Each is looked up by id and then checked against what the site\n * may read — the Admin SDK evaluates no rules, and a member of site A must\n * not be able to mail site B's contact by guessing an id. The links the\n * activity is filed under are whatever resolved: a deal's email is also the\n * contact's, so it lands on both timelines.\n *\n * At the organization level there is no site to check against and none is\n * checked: the caller was admitted as an org-wide member, who reads every\n * row. A lead still needs its site named — a lead lives under one.\n */\nasync function resolveRecipient(\n  firestore: FirebaseFirestore.Firestore,\n  scope: CrmRouteScope,\n  orgId: string,\n  ids: { contactId: string; leadId: string; dealId: string },\n): Promise<Recipient | Refusal> {\n  const link: CrmActivityLink = {}\n  const { hostId } = scope\n  const scoped = scope.level === 'site'\n  const visible = (tokens: unknown) =>\n    !scoped || visibleToHost(tokens as readonly string[], hostId)\n  let contactId = ids.contactId\n  let siteHint = ''\n  let dealRecord: Record<string, unknown> | null = null\n\n  if (ids.dealId) {\n    const deal = await firestore\n      .collection('orgs')\n      .doc(orgId)\n      .collection(CRM_COLLECTIONS.deals)\n      .doc(ids.dealId)\n      .get()\n    if (!deal.exists || !visible(deal.get('visibleTo'))) {\n      return refuse(404, 'Unknown deal')\n    }\n    link.dealId = deal.id\n    dealRecord = (deal.data() ?? {}) as Record<string, unknown>\n    siteHint = typed(deal.get('hostId'), 128)\n    contactId = contactId || String(deal.get('contactId') ?? '').trim()\n    if (!contactId) {\n      return refuse(400, 'This deal names no contact to email.')\n    }\n  }\n\n  if (contactId) {\n    const contacts = scoped\n      ? await orgDataCollectionForHost(hostId, 'contacts')\n      : firestore.collection('orgs').doc(orgId).collection('contacts')\n    const contact = await contacts.doc(contactId).get()\n    if (!contact.exists || !visible(contact.get('visibleTo'))) {\n      return refuse(404, 'Unknown contact')\n    }\n    const email = normalizeContactEmail(contact.get('email'))\n    if (!email) return refuse(400, 'This contact has no email address.')\n    const record = (contact.data() ?? {}) as Record<string, unknown>\n    link.contactId = contact.id\n    if (ids.leadId) link.leadId = ids.leadId\n    siteHint =\n      siteHint || typed(record['hostId'], 128) || contactCaptureHostIds(record)[0] || ''\n    return { ok: true, email, record, contact: record, link, siteHint, deal: dealRecord, lead: null }\n  }\n\n  if (ids.leadId) {\n    if (!hostId) return refuse(400, 'Name the site the lead lives under.')\n    const lead = await firestore\n      .collection('hosts')\n      .doc(hostId)\n      .collection('leads')\n      .doc(ids.leadId)\n      .get()\n    if (!lead.exists) return refuse(404, 'Unknown lead')\n    const email = normalizeContactEmail(lead.get('email'))\n    if (!email) return refuse(400, 'This lead has no email address.')\n    const record = (lead.data() ?? {}) as Record<string, unknown>\n    link.leadId = lead.id\n    // A converted lead's email belongs on the contact it became as well.\n    const converted = String(lead.get('convertedContactId') ?? '').trim()\n    if (converted) link.contactId = converted\n    return { ok: true, email, record, contact: null, link, siteHint: hostId, deal: null, lead: record }\n  }\n\n  return refuse(400, 'Name a contact, lead or deal to email.')\n}\n\n/**\n * The site an org-level send leaves from (AGL-2634): the body's, else the\n * record's own, else the org's only site — and a refusal the dialog turns\n * into a Site picker when the org has several and none was named.\n */\nasync function resolveSendingSite(\n  firestore: FirebaseFirestore.Firestore,\n  scope: CrmRouteScope,\n  orgId: string,\n  siteHint: string,\n): Promise<{ ok: true; hostId: string } | Refusal> {\n  if (scope.hostId) return { ok: true, hostId: scope.hostId }\n  if (siteHint) return { ok: true, hostId: siteHint }\n  const hosts = await orgHostIds(firestore, orgId)\n  if (hosts.length === 1) return { ok: true, hostId: hosts[0] }\n  return refuse(409, CRM_EMAIL_PICK_SITE_MESSAGE, { reason: 'site' })\n}\n\n/** The HTTP shape of a send the provider did not accept. */\nfunction sendRefusal(result: SendEmailResult): Refusal {\n  const reason = sendFailureReason(result)\n  const detail = String((result as { detail?: unknown }).detail ?? '')\n  if (reason === 'unverified-domain') {\n    return refuse(409, detail || 'This site has no verified sending identity.', {\n      reason: 'sending-identity',\n    })\n  }\n  if (reason === 'suppressed' || reason === 'unengaged') {\n    return refuse(409, CRM_EMAIL_SUPPRESSED_MESSAGE, { reason: 'suppressed' })\n  }\n  if (reason === 'rate-limited') {\n    const retryAtMs = Number((result as { retryAtMs?: unknown }).retryAtMs)\n    return refuse(\n      503,\n      'The mail provider asked us to slow down. Try again in a minute.',\n      {\n        reason: 'provider-rate',\n        retryAfterSeconds: Number.isFinite(retryAtMs)\n          ? Math.max(1, Math.ceil((retryAtMs - Date.now()) / 1000))\n          : 60,\n      },\n    )\n  }\n  if (reason === 'unconfigured') {\n    return refuse(501, 'Email is not configured on this deployment.', {\n      reason: 'unconfigured',\n    })\n  }\n  return refuse(502, 'The email could not be sent.', { reason: 'send-failed' })\n}\n\n/** What the route says when a subject or a message is nothing once its fields are filled. */\nexport const CRM_EMAIL_EMPTY_AFTER_MERGE_MESSAGE =\n  'The subject and the message are empty once their merge fields are filled ' +\n  'in. Check the fields against this record.'\n\n/**\n * What `{{…}}` reads from, for this send (AGL-2658): the documents already\n * in hand — the contact, the deal, the lead — the sender off their token,\n * and the site's name, read only when a field asks for it. The contact's\n * facet is the SENDING site's group's, because a name, a job title and a\n * company are one holder's knowledge of a person.\n */\nasync function mergeContextFor(options: {\n  recipient: Recipient\n  sender: Sender\n  hostId: string\n  groupId: string\n  fields: readonly string[]\n}): Promise<CrmMergeContext> {\n  const { recipient, sender, hostId, groupId, fields } = options\n  const wantsSite = fields.some((field) => field.startsWith('site.'))\n  const host = wantsSite ? await getHostDocAdmin(hostId).catch(() => null) : null\n  return {\n    contact: recipient.contact,\n    contactGroupId: groupId,\n    lead: recipient.lead,\n    deal: recipient.deal,\n    sender: { name: sender.name, email: sender.email },\n    site: { name: typed(host?.['displayName'], 200) },\n  }\n}\n\nfunction answer(res: PluginApiResponse, refusal: Refusal): void {\n  const retry = refusal.body['retryAfterSeconds']\n  if (typeof retry === 'number') res.setHeader('Retry-After', String(retry))\n  res.status(refusal.status).json(refusal.body)\n}\n\nexport const crmEmailSendHandler: 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 body = (req.body ?? {}) as Record<string, unknown>\n  const routeScope = readCrmRouteScope(body)\n  if (!routeScope) {\n    res.status(400).json({ error: 'Missing hostId' })\n    return\n  }\n  const ids = {\n    contactId: typed(body['contactId'], 128),\n    leadId: typed(body['leadId'], 128),\n    dealId: typed(body['dealId'], 128),\n  }\n  if (!ids.contactId && !ids.leadId && !ids.dealId) {\n    res.status(400).json({ error: 'Name a contact, lead or deal to email.' })\n    return\n  }\n  const draftSubject = typed(body['subject'], CRM_EMAIL_SUBJECT_MAX)\n  if (!draftSubject) {\n    res.status(400).json({ error: 'Enter a subject.' })\n    return\n  }\n  // Paragraphs are what the dialog offers, and a plain-text part is what a\n  // paragraph is; line endings are normalized so the stored body and the\n  // sent body are one string.\n  const draftText = String(body['body'] ?? '')\n    .replace(/\\r\\n?/g, '\\n')\n    .trim()\n    .slice(0, CRM_EMAIL_BODY_MAX)\n  if (!draftText) {\n    res.status(400).json({ error: 'Write the message.' })\n    return\n  }\n\n  try {\n    const sender =\n      routeScope.level === 'org'\n        ? await authorizeOrgSender(req, routeScope.orgId)\n        : await authorizeSender(req, routeScope.hostId)\n    if (sender.ok === false) return answer(res, sender)\n    const { orgId, org } = sender\n    /*\n     * THE PLAN, before the pace and the cap (AGL-2787). One-to-one email is\n     * the suite's; a plan without the suite is refused as such, rather than\n     * reaching the daily cap and being told about a zero it has no way to\n     * raise short of the upgrade this names.\n     */\n    const suite = crmSuiteRefusal(org, 'Emailing one person from their record')\n    if (suite) return answer(res, { ok: false, status: suite.status, body: suite.body })\n\n    /*\n     * THE PER-USER PACE, on its own key. The console dispatcher already\n     * counts this write against the person's general console budget; this\n     * is the narrower bucket the feature owes — twenty a minute is a rep\n     * writing, and past it is a script — keyed by the uid the token proved\n     * so one person cannot spend the bucket of everyone on their address.\n     */\n    const rate = await consumeRateLimit(`crm-email-send:uid:${sender.uid}`, {\n      limit: CRM_EMAIL_SENDS_PER_MINUTE,\n      windowMs: CRM_EMAIL_RATE_WINDOW_MS,\n    })\n    if (!rate.allowed) {\n      return answer(\n        res,\n        refuse(429, CRM_EMAIL_RATE_MESSAGE, {\n          reason: 'rate',\n          retryAfterSeconds: Math.max(\n            1,\n            Math.ceil((rate.resetMs - Date.now()) / 1000),\n          ),\n        }),\n      )\n    }\n\n    const firestore = firebaseAdmin.app().firestore()\n    const recipient = await resolveRecipient(firestore, routeScope, orgId, ids)\n    if (recipient.ok === false) return answer(res, recipient)\n    // The site the message leaves from — the mounted one under a site, and\n    // at the organization level whatever the body, the record or the org\n    // can answer.\n    const site = await resolveSendingSite(firestore, routeScope, orgId, recipient.siteHint)\n    if (site.ok === false) return answer(res, site)\n    const { hostId } = site\n    const group = await consentGroupForSite(hostId, org as Record<string, unknown>)\n    // The company the sending site files this person under, so the email\n    // shows on the company's log as the automation step's rows do.\n    if (recipient.contact) {\n      const facet = readContactFacet(recipient.contact, group.groupId)\n      if (facet.companyId) recipient.link.companyId = facet.companyId\n    }\n\n    /*\n     * MERGE FIELDS (AGL-2658), filled here rather than in the dialog: the\n     * dialog previews with the same resolver, but what leaves and what is\n     * logged is rendered by the route, off the documents it read to find\n     * the recipient, so a preview the rep did not look at cannot differ\n     * from the letter. A subject or a message that is nothing once its\n     * fields are filled is refused before any gate is spent on it.\n     */\n    const fields = crmMergeFieldsIn(`${draftSubject}\\n${draftText}`)\n    const merge = fields.length\n      ? await mergeContextFor({ recipient, sender, hostId, groupId: group.groupId, fields })\n      : null\n    const subject = merge\n      ? renderCrmMergeFields(draftSubject, merge).trim().slice(0, CRM_EMAIL_SUBJECT_MAX)\n      : draftSubject\n    const text = merge\n      ? renderCrmMergeFields(draftText, merge).trim().slice(0, CRM_EMAIL_BODY_MAX)\n      : draftText\n    if (!subject || !text) {\n      return answer(res, refuse(400, CRM_EMAIL_EMPTY_AFTER_MERGE_MESSAGE, { reason: 'merge' }))\n    }\n\n    // The per-record ceiling, before the send: an email that could not be\n    // logged would be a message the timeline never shows, and the timeline\n    // is the reason the send lives on the record.\n    const orgRef = firestore.collection('orgs').doc(orgId)\n    if (!crmActivityLogHasRoom(await countCrmActivitiesForRecord(orgRef, recipient.link))) {\n      return answer(res, refuse(409, CRM_ACTIVITY_LOG_FULL_MESSAGE, { reason: 'ceiling' }))\n    }\n\n    // Both suppression lists, then the person's own refusal.\n    const sendable = await filterSendableForHost(hostId, [recipient.email])\n    if (!sendable.length) {\n      return answer(res, refuse(409, CRM_EMAIL_SUPPRESSED_MESSAGE, { reason: 'suppressed' }))\n    }\n    if (readMarketingBasis(recipient.record, group).basis === 'declined') {\n      return answer(res, refuse(409, CRM_EMAIL_DECLINED_MESSAGE, { reason: 'declined' }))\n    }\n    // The record's own verdict (AGL-3245): what the lists hold, in the words\n    // the page shows — a bounce, a gateway block, a do-not-contact mark the\n    // suppression lists do not carry.\n    const stateRefusal = emailStateRefusal(readEmailState(recipient.record))\n    if (stateRefusal) {\n      return answer(res, refuse(409, stateRefusal, { reason: 'email-state' }))\n    }\n\n    if (!isEmailConfigured()) {\n      return answer(\n        res,\n        refuse(501, 'Email is not configured on this deployment.', {\n          reason: 'unconfigured',\n        }),\n      )\n    }\n    const identity = await hostSendingIdentity(hostId)\n    if (identity.refusal) {\n      return answer(\n        res,\n        refuse(409, identity.refusal.message, { reason: 'sending-identity' }),\n      )\n    }\n\n    const now = new Date()\n    /*\n     * THE NEW-WORKSPACE RAMP, resolved for the ceiling below.\n     *\n     * A workspace past its first week graduates off the org record alone and\n     * pays no read for this. One that is still on the ramp needs its\n     * delivery history to know which step it has earned, and when that\n     * history is unreadable the step is a floor rather than an answer.\n     *\n     * A floor is enough for a campaign, which defers what it cannot send\n     * today and delivers it tomorrow. It is not enough here: this route\n     * admits or refuses ONE message and has no third answer, so a ramp that\n     * cannot say what a workspace has earned refuses and says so. The\n     * refusal is transient by construction — it lasts as long as the window\n     * read is failing — and it reaches only workspaces inside their first\n     * week, since every other one graduated before the window was consulted.\n     */\n    const { ramp, degraded } = await readOrgEmailRamp({\n      orgId,\n      createdAt: (org as Record<string, unknown>)['createdAt'],\n      now: now.getTime(),\n    })\n    if (degraded) {\n      return answer(\n        res,\n        refuse(503, CRM_EMAIL_RAMP_UNAVAILABLE_MESSAGE, {\n          reason: 'ramp-unavailable',\n        }),\n      )\n    }\n\n    // THE DAILY CAP (AGL-2611), taken as a slot rather than read as a\n    // figure (AGL-2645): the transaction reads today's counter, judges it\n    // with `checkCrmEmailQuota` against the ramp's share of the plan's day\n    // and raises it in one step, so the count the cap enforces is the count\n    // this send was admitted on.\n    const claim = await reserveCrmEmailSend(firestore, orgId, org, now, ramp)\n    if (!claim.ok) {\n      const { quota } = claim\n      // WHICH ceiling was reached, in the org's own terms. The reservation\n      // answers with the number it judged, which is the plan's day unless\n      // the ramp held this workspace below it — and a workspace shown a\n      // figure under the one its plan page advertises is owed the reason.\n      const rampBound =\n        quota.included < resolveOrgEntitlements(org).crmEmailsPerDay\n      return answer(\n        res,\n        refuse(\n          409,\n          quota.included <= 0\n            ? CRM_EMAIL_NOT_INCLUDED_MESSAGE\n            : rampBound\n              ? crmEmailRampReachedMessage(quota.included, quota.used)\n              : crmEmailCapReachedMessage(quota.included),\n          {\n            reason: rampBound ? 'ramp' : 'quota',\n            included: quota.included,\n            used: quota.used,\n            resetsAtMs: quota.resetsAt.getTime(),\n          },\n        ),\n      )\n    }\n\n    // The row's id, minted before the send so the delivery webhook can find\n    // it from the tags alone; written only once the message has left.\n    const activityRef = newCrmActivityRef(firestore, orgId)\n    let result: SendEmailResult\n    try {\n      result = await sendEmail({\n        to: recipient.email,\n        subject,\n        text,\n        sendingIdentity: identity,\n        audience: 'tenant',\n        context: CRM_EMAIL_CONTEXT,\n        replyTo: sender.email,\n        ...(sender.name ? { fromName: sender.name } : {}),\n        tags: crmEmailDeliveryTags({ orgId, hostId, activityId: activityRef.id }),\n      })\n    } catch (error) {\n      // The provider never answered, so no message left: the slot goes\n      // back before the failure is reported.\n      await releaseCrmEmailSend(firestore, claim.reservation)\n      throw error\n    }\n    if (!result.sent) {\n      await releaseCrmEmailSend(firestore, claim.reservation)\n      return answer(res, sendRefusal(result))\n    }\n\n    const sentAtMs = Date.now()\n    let logged = true\n    /*\n     * Who may list the row. Under a site, what a record created there is\n     * stamped with. At the organization level the RECORD's own tokens, so\n     * an email to a person another site captured shows on their timeline\n     * under that site's hub — a row stamped with the sending site alone\n     * would be invisible where the person is read.\n     */\n    const recordTokens = recipient.record['visibleTo']\n    const visibleTo =\n      routeScope.level === 'org' && Array.isArray(recordTokens) && recordTokens.length\n        ? recordTokens.map(String)\n        : crmScopeTokens(org as Record<string, unknown>, group)\n    try {\n      await writeCrmEmailActivity(\n        activityRef,\n        buildCrmEmailActivity({\n          subject,\n          body: text,\n          to: recipient.email,\n          atMs: sentAtMs,\n          byUid: sender.uid,\n          ...(sender.name ? { byName: sender.name } : {}),\n          link: recipient.link,\n          hostId,\n          visibleTo,\n        }),\n      )\n    } catch (error) {\n      // The message has left. A row that could not be written is a gap on\n      // the timeline, not a failed send, and it is said so in the answer.\n      console.error('[crm] email activity write failed', orgId, activityRef.id, error)\n      logged = false\n    }\n    // The cap's count was taken with the reservation; the org's cost meter\n    // for COGS is stamped after delivery, unable to fail the send.\n    await recordEmailSends({\n      scope: { kind: 'org', orgId },\n      count: 1,\n      sendClass: 'transactional',\n      firestore,\n    })\n    // The org-level act, in the org's feed: the site variant's is the\n    // timeline row itself, under the site the record page is on.\n    if (routeScope.level === 'org') {\n      await logOrgActivity(\n        orgId,\n        { uid: sender.uid, email: sender.email },\n        'Sent email',\n        recipient.link.contactId\n          ? { type: 'contact', id: recipient.link.contactId, name: recipient.email }\n          : { type: 'lead', id: recipient.link.leadId, name: recipient.email },\n      )\n    }\n    res.status(200).json({\n      ok: true,\n      activityId: activityRef.id,\n      to: recipient.email,\n      from: identity.from,\n      logged,\n    })\n  } catch (error) {\n    console.error('[crm] email-send failed', routeScope, error)\n    res.status(500).json({ error: 'The email could not be sent.' })\n  }\n}\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/email-send.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  type AglynOrgBilling,\n  type AglynOrgMember,\n  buildCrmEmailActivity,\n  contactCaptureHostIds,\n  CRM_ACTIVITY_LOG_FULL_MESSAGE,\n  CRM_COLLECTIONS,\n  CRM_EMAIL_BODY_MAX,\n  CRM_EMAIL_CONTEXT,\n  CRM_EMAIL_SUBJECT_MAX,\n  type CrmActivityLink,\n  crmActivityLogHasRoom,\n  crmEmailDeliveryTags,\n  emailStateRefusal,\n  type CrmMergeContext,\n  crmMergeFieldsIn,\n  crmScopeTokens,\n  isOrgWideMember,\n  normalizeContactEmail,\n  type PluginApiHandler,\n  type PluginApiRequest,\n  type PluginApiResponse,\n  readContactFacet,\n  readEmailState,\n  readMarketingBasis,\n  renderCrmMergeFields,\n  resolveOrgEntitlements,\n  visibleToHost,\n} from '@aglyn/aglyn/server'\nimport {\n  isEmailConfigured,\n  sendEmail,\n  sendFailureReason,\n  type SendEmailResult,\n} from '@aglyn/shared-util-email'\nimport {\n  consentGroupForSite,\n  consumeRateLimit,\n  countCrmActivitiesForRecord,\n  filterSendableForHost,\n  firebaseAdmin,\n  getHostDocAdmin,\n  getOrgForHost,\n  hostSendingIdentity,\n  logOrgActivity,\n  memberHasOrgPermission,\n  newCrmActivityRef,\n  orgDataCollectionForHost,\n  readLeadForHost,\n  readOrgEmailRamp,\n  recordEmailSends,\n  releaseCrmEmailSend,\n  reserveCrmEmailSend,\n  resolveOrgMembership,\n  writeCrmEmailActivity,\n} from '@aglyn/tenant-data-admin'\nimport { isRefusedIdToken } from '@aglyn/tenant-data-admin/server/id-token-refusal'\nimport {\n  authorizeOrgCaller,\n  type CrmRouteScope,\n  orgHostIds,\n  readCrmRouteScope,\n} from './org-caller'\nimport { crmSuiteRefusal } from './suite-gate'\n\n/**\n * `POST /api/crm/email-send` — one email to one person, from their record\n * (AGL-2615).\n *\n * Body: `{ hostId, contactId? | leadId? | dealId?, subject, body }`. Answers\n * `{ ok: true, activityId, to, from, logged }` once the provider accepted\n * the message, and a refusal with a `reason` the dialog can act on\n * otherwise. The subject and the body may carry merge fields —\n * `{{contact.firstName}}`, `{{deal.amount}}` (AGL-2658) — which this route\n * fills from the record before the send, so the timeline row is the letter\n * as it left; see `crm-email-templates.ts` for the grammar.\n *\n * ## What it is, and what it is not\n *\n * A message a teammate wrote to one person they have a relationship with —\n * a reply to a lead, a follow-up on a deal. It is not marketing: no\n * campaign audience, no unsubscribe pair, no frequency window, no consent\n * split. What it does owe is everything a bounce or a complaint owes the\n * shared sending domain, which is why BOTH suppression lists are consulted\n * and why a person's own stated refusal — a `declined` basis — is a hard\n * stop even though the message is not the kind of mail that basis governs.\n * The recipient asked this site not to write; the kind of writing is not\n * the point.\n *\n * ## Why the recipient is resolved here and not taken from the body\n *\n * The dialog shows the address the record carries, and this route reads it\n * again off the record the caller named, through the same visibility check\n * every other CRM route makes. A `to` in the body would make this a route\n * that sends the site's mail to any address a member types, which is a\n * different product with a different abuse surface.\n *\n * ## The organization variant (AGL-2634)\n *\n * `{ orgId, hostId?, … }` from the org-level hub. The caller is authorized\n * by the org — an org-wide member holding `data.manage` — and the record is\n * read with no site's visibility to check, because an org-wide member reads\n * every row. What the org level cannot do away with is the SITE the message\n * leaves from: the sending identity, the suppression list and the person's\n * stated refusal are each a site's. So the org variant still names one —\n * the record's own capturing site or the site the reader picked, in the\n * body; failing that the record's own site read off the document; failing\n * that the org's only site — and refuses, with a `site` reason, when the\n * org has several and none was named. The row it writes is visible to\n * whoever may see the RECORD, so an email to a person another site\n * captured shows on their timeline under that site's hub; the act is\n * logged in the org's feed.\n *\n * ## The order of the gates\n *\n * Cheap and certain first. A malformed body and a missing token cost\n * nothing; the per-user pace is one counter; the record is one read and\n * decides everything after it; the ceiling one aggregate; the two\n * suppression lists two keyed reads; the sending identity next, because it\n * is the most expensive and the one a workspace fixes once. The daily cap\n * comes LAST and is the one gate that writes before the provider is called\n * (AGL-2645): the send is reserved on today's counter inside a transaction,\n * so two reps at the last slot cannot both pass one reading of it, and a\n * message the provider refuses gives the slot back. After the provider has\n * accepted, two more things are written, neither able to fail the send:\n * the activity row and the org's cost meter.\n *\n * ## The new-workspace ramp is part of that cap, not a gate beside it\n *\n * A message from a workspace created this morning lands on the sending\n * domain every other tenant's receipts leave on, so the plan's day is held\n * to the share of it the workspace has earned — the same ramp the campaign\n * path is paced by, `readOrgEmailRamp`, taken to the allowance this surface\n * meters instead of the campaign ceiling. It is handed to the reservation\n * rather than checked before it, so the ceiling and the count it is judged\n * against come out of the one transactional read; a ramp consulted\n * separately would be a second ceiling and two reps could pass it at once.\n * A workspace past its first week is not ramped and pays nothing to find\n * that out.\n */\n\n/** How many one-to-one emails one person may send in one minute. */\nexport const CRM_EMAIL_SENDS_PER_MINUTE = 20\nconst CRM_EMAIL_RATE_WINDOW_MS = 60_000\n\n/** What the route says when the plan carries no one-to-one email at all. */\nexport const CRM_EMAIL_NOT_INCLUDED_MESSAGE =\n  'Your plan does not include one-to-one email. Upgrade in Billing to email ' +\n  'people from their records.'\n\n/** What the route says at the daily cap; `included` is the plan's figure. */\nexport function crmEmailCapReachedMessage(included: number): string {\n  return (\n    `Today's one-to-one email limit (${included.toLocaleString('en-US')}) is ` +\n    'reached. It resets at midnight UTC — see Billing for the count.'\n  )\n}\n\n/**\n * What the route says when the NEW-WORKSPACE RAMP is the ceiling that was\n * reached, rather than the plan's own.\n *\n * The campaign path's wording, pointed at this surface: the number, what was\n * spent against it, that nothing was sent or counted, and when it lifts. A\n * workspace told only \"limit reached\" against a figure far below the one its\n * plan page advertises would read it as a billing fault.\n */\nexport function crmEmailRampReachedMessage(\n  ceiling: number,\n  used: number,\n): string {\n  return (\n    `This workspace may send ${ceiling.toLocaleString('en-US')} one-to-one ` +\n    `email${ceiling === 1 ? '' : 's'} a day while it establishes a sending ` +\n    `history, and has sent ${used.toLocaleString('en-US')} today. Nothing ` +\n    'has been sent and nothing has been counted — the allowance grows as ' +\n    \"the workspace sends, and is the plan's in full after its first week. \" +\n    'It resets at midnight UTC.'\n  )\n}\n\n/** What the route says when the ramp's own history could not be read. */\nexport const CRM_EMAIL_RAMP_UNAVAILABLE_MESSAGE =\n  \"This workspace's sending history could not be read just now, so how much \" +\n  'of its first-week email allowance it has earned is not known. Nothing has ' +\n  'been sent and nothing has been counted — try again in a moment.'\n\nexport const CRM_EMAIL_SUPPRESSED_MESSAGE =\n  'This address has bounced or reported a message as spam, so it cannot be ' +\n  'emailed.'\n\nexport const CRM_EMAIL_DECLINED_MESSAGE =\n  'This person asked not to be emailed by this site.'\n\nexport const CRM_EMAIL_RATE_MESSAGE =\n  'You have sent too many emails in the last minute. Wait a moment and try again.'\n\n/** What the org variant says when no site was named and the org has several. */\nexport const CRM_EMAIL_PICK_SITE_MESSAGE =\n  'Pick the site this email leaves from — its sending address is what the ' +\n  'message is sent as.'\n\ntype Refusal = { ok: false; status: number; body: Record<string, unknown> }\n\nconst refuse = (\n  status: number,\n  error: string,\n  extra: Record<string, unknown> = {},\n): Refusal => ({ ok: false, status, body: { error, ...extra } })\n\n/** One typed field, trimmed and bounded. */\nfunction typed(value: unknown, max: number): string {\n  return String(value ?? '')\n    .trim()\n    .slice(0, max)\n}\n\ninterface Sender {\n  ok: true\n  uid: string\n  /** The address replies go to — the token's, never the body's. */\n  email: string\n  /** The name in front of the sending address, when the token carries one. */\n  name: string\n  orgId: string\n  org: Partial<AglynOrgBilling>\n}\n\n/**\n * Who is sending, and whether they may: a verified ID token, then\n * `data.manage` on the site's org through the same three-layer read the\n * create route makes, admitted only for a site the member reaches. Staff\n * pass the permission check as they do on every CRM route, and send as\n * themselves.\n */\nasync function authorizeSender(\n  req: PluginApiRequest,\n  hostId: string,\n): Promise<Sender | Refusal> {\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) return refuse(401, 'Unauthenticated')\n  let decoded: { uid: string; email?: string; name?: string; staff?: unknown }\n  try {\n    decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n  } catch (error) {\n    // A refused credential is the caller's 401; a failure to check one is\n    // ours and keeps a 5xx (AGL-2852).\n    if (isRefusedIdToken(error)) return refuse(401, 'Unauthenticated')\n    console.error('[crm] email-send could not verify the sender', error)\n    return refuse(500, 'The sign-in could not be checked. Try again.')\n  }\n  const resolved = await getOrgForHost(hostId).catch(() => null)\n  if (!resolved) return refuse(404, 'Unknown site')\n  const { orgId } = resolved\n  const org = (resolved.org ?? {}) as Partial<AglynOrgBilling>\n  if (decoded.staff !== true) {\n    const membership = await resolveOrgMembership(decoded.uid, orgId).catch(\n      () => null,\n    )\n    const member = (membership?.member ?? null) as Partial<AglynOrgMember> | null\n    const reaches =\n      isOrgWideMember(member) || Boolean(member?.hostAccess?.[hostId])\n    const allowed =\n      member &&\n      reaches &&\n      (await memberHasOrgPermission(orgId, member, 'data.manage'))\n    if (!allowed) {\n      return refuse(\n        403,\n        'Sending email from a record requires the data.manage permission on this site',\n      )\n    }\n  }\n  const email = normalizeContactEmail(decoded.email)\n  if (!email) {\n    // A reply-to is owed and the token is the only place it can honestly\n    // come from; an account with no address cannot be replied to.\n    return refuse(403, 'Your account has no email address to receive replies at.')\n  }\n  return {\n    ok: true,\n    uid: decoded.uid,\n    email,\n    name: typed(decoded.name, 120),\n    orgId,\n    org,\n  }\n}\n\n/**\n * The org variant's sender (AGL-2634): authorized by the org for an\n * org-wide member holding `data.manage`, with the same reply-to rule.\n */\nasync function authorizeOrgSender(\n  req: PluginApiRequest,\n  orgId: string,\n): Promise<Sender | Refusal> {\n  const caller = await authorizeOrgCaller(req, orgId, {\n    needs: 'data.manage',\n    refusal:\n      'Sending email at the organization level requires the data.manage ' +\n      'permission across the whole workspace',\n  })\n  if (caller.ok === false) return refuse(caller.status, caller.error)\n  const email = normalizeContactEmail(caller.email)\n  if (!email) {\n    return refuse(403, 'Your account has no email address to receive replies at.')\n  }\n  return {\n    ok: true,\n    uid: caller.uid,\n    email,\n    name: caller.name,\n    orgId,\n    org: caller.org as Partial<AglynOrgBilling>,\n  }\n}\n\ninterface Recipient {\n  ok: true\n  email: string\n  /** The document the consent basis is read off — the contact, or the lead. */\n  record: Record<string, unknown>\n  /** The contact document, when one was read — where the company link is. */\n  contact: Record<string, unknown> | null\n  link: CrmActivityLink\n  /**\n   * The site the record itself names — a contact's first capturing site, a\n   * deal's own, a lead's — which is the site an org-level send leaves from\n   * when the body named none.\n   */\n  siteHint: string\n  /** The deal document, when one was named — what `{{deal.*}}` reads (AGL-2658). */\n  deal: Record<string, unknown> | null\n  /** The lead document, when the recipient is a lead — what `{{lead.*}}` reads. */\n  lead: Record<string, unknown> | null\n}\n\n/**\n * The person the named record is about, as THIS site may see them.\n *\n * A deal names its contact; a lead carries its own address; a contact is\n * itself. Each is looked up by id and then checked against what the site\n * may read — the Admin SDK evaluates no rules, and a member of site A must\n * not be able to mail site B's contact by guessing an id. The links the\n * activity is filed under are whatever resolved: a deal's email is also the\n * contact's, so it lands on both timelines.\n *\n * At the organization level there is no site to check against and none is\n * checked: the caller was admitted as an org-wide member, who reads every\n * row. A lead still needs its site named — a lead lives under one.\n */\nasync function resolveRecipient(\n  firestore: FirebaseFirestore.Firestore,\n  scope: CrmRouteScope,\n  orgId: string,\n  ids: { contactId: string; leadId: string; dealId: string },\n): Promise<Recipient | Refusal> {\n  const link: CrmActivityLink = {}\n  const { hostId } = scope\n  const scoped = scope.level === 'site'\n  const visible = (tokens: unknown) =>\n    !scoped || visibleToHost(tokens as readonly string[], hostId)\n  let contactId = ids.contactId\n  let siteHint = ''\n  let dealRecord: Record<string, unknown> | null = null\n\n  if (ids.dealId) {\n    const deal = await firestore\n      .collection('orgs')\n      .doc(orgId)\n      .collection(CRM_COLLECTIONS.deals)\n      .doc(ids.dealId)\n      .get()\n    if (!deal.exists || !visible(deal.get('visibleTo'))) {\n      return refuse(404, 'Unknown deal')\n    }\n    link.dealId = deal.id\n    dealRecord = (deal.data() ?? {}) as Record<string, unknown>\n    siteHint = typed(deal.get('hostId'), 128)\n    contactId = contactId || String(deal.get('contactId') ?? '').trim()\n    if (!contactId) {\n      return refuse(400, 'This deal names no contact to email.')\n    }\n  }\n\n  if (contactId) {\n    const contacts = scoped\n      ? await orgDataCollectionForHost(hostId, 'contacts')\n      : firestore.collection('orgs').doc(orgId).collection('contacts')\n    const contact = await contacts.doc(contactId).get()\n    if (!contact.exists || !visible(contact.get('visibleTo'))) {\n      return refuse(404, 'Unknown contact')\n    }\n    const email = normalizeContactEmail(contact.get('email'))\n    if (!email) return refuse(400, 'This contact has no email address.')\n    const record = (contact.data() ?? {}) as Record<string, unknown>\n    link.contactId = contact.id\n    if (ids.leadId) link.leadId = ids.leadId\n    siteHint =\n      siteHint || typed(record['hostId'], 128) || contactCaptureHostIds(record)[0] || ''\n    return { ok: true, email, record, contact: record, link, siteHint, deal: dealRecord, lead: null }\n  }\n\n  if (ids.leadId) {\n    if (!hostId) return refuse(400, 'Name the site the lead lives under.')\n    const lead = await readLeadForHost(hostId, ids.leadId)\n    if (!lead) return refuse(404, 'Unknown lead')\n    const email = normalizeContactEmail(lead.get('email'))\n    if (!email) return refuse(400, 'This lead has no email address.')\n    const record = (lead.data() ?? {}) as Record<string, unknown>\n    link.leadId = lead.id\n    // A converted lead's email belongs on the contact it became as well.\n    const converted = String(lead.get('convertedContactId') ?? '').trim()\n    if (converted) link.contactId = converted\n    return { ok: true, email, record, contact: null, link, siteHint: hostId, deal: null, lead: record }\n  }\n\n  return refuse(400, 'Name a contact, lead or deal to email.')\n}\n\n/**\n * The site an org-level send leaves from (AGL-2634): the body's, else the\n * record's own, else the org's only site — and a refusal the dialog turns\n * into a Site picker when the org has several and none was named.\n */\nasync function resolveSendingSite(\n  firestore: FirebaseFirestore.Firestore,\n  scope: CrmRouteScope,\n  orgId: string,\n  siteHint: string,\n): Promise<{ ok: true; hostId: string } | Refusal> {\n  if (scope.hostId) return { ok: true, hostId: scope.hostId }\n  if (siteHint) return { ok: true, hostId: siteHint }\n  const hosts = await orgHostIds(firestore, orgId)\n  if (hosts.length === 1) return { ok: true, hostId: hosts[0] }\n  return refuse(409, CRM_EMAIL_PICK_SITE_MESSAGE, { reason: 'site' })\n}\n\n/** The HTTP shape of a send the provider did not accept. */\nfunction sendRefusal(result: SendEmailResult): Refusal {\n  const reason = sendFailureReason(result)\n  const detail = String((result as { detail?: unknown }).detail ?? '')\n  if (reason === 'unverified-domain') {\n    return refuse(409, detail || 'This site has no verified sending identity.', {\n      reason: 'sending-identity',\n    })\n  }\n  if (reason === 'suppressed' || reason === 'unengaged') {\n    return refuse(409, CRM_EMAIL_SUPPRESSED_MESSAGE, { reason: 'suppressed' })\n  }\n  if (reason === 'rate-limited') {\n    const retryAtMs = Number((result as { retryAtMs?: unknown }).retryAtMs)\n    return refuse(\n      503,\n      'The mail provider asked us to slow down. Try again in a minute.',\n      {\n        reason: 'provider-rate',\n        retryAfterSeconds: Number.isFinite(retryAtMs)\n          ? Math.max(1, Math.ceil((retryAtMs - Date.now()) / 1000))\n          : 60,\n      },\n    )\n  }\n  if (reason === 'unconfigured') {\n    return refuse(501, 'Email is not configured on this deployment.', {\n      reason: 'unconfigured',\n    })\n  }\n  return refuse(502, 'The email could not be sent.', { reason: 'send-failed' })\n}\n\n/** What the route says when a subject or a message is nothing once its fields are filled. */\nexport const CRM_EMAIL_EMPTY_AFTER_MERGE_MESSAGE =\n  'The subject and the message are empty once their merge fields are filled ' +\n  'in. Check the fields against this record.'\n\n/**\n * What `{{…}}` reads from, for this send (AGL-2658): the documents already\n * in hand — the contact, the deal, the lead — the sender off their token,\n * and the site's name, read only when a field asks for it. The contact's\n * facet is the SENDING site's group's, because a name, a job title and a\n * company are one holder's knowledge of a person.\n */\nasync function mergeContextFor(options: {\n  recipient: Recipient\n  sender: Sender\n  hostId: string\n  groupId: string\n  fields: readonly string[]\n}): Promise<CrmMergeContext> {\n  const { recipient, sender, hostId, groupId, fields } = options\n  const wantsSite = fields.some((field) => field.startsWith('site.'))\n  const host = wantsSite ? await getHostDocAdmin(hostId).catch(() => null) : null\n  return {\n    contact: recipient.contact,\n    contactGroupId: groupId,\n    lead: recipient.lead,\n    deal: recipient.deal,\n    sender: { name: sender.name, email: sender.email },\n    site: { name: typed(host?.['displayName'], 200) },\n  }\n}\n\nfunction answer(res: PluginApiResponse, refusal: Refusal): void {\n  const retry = refusal.body['retryAfterSeconds']\n  if (typeof retry === 'number') res.setHeader('Retry-After', String(retry))\n  res.status(refusal.status).json(refusal.body)\n}\n\nexport const crmEmailSendHandler: 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 body = (req.body ?? {}) as Record<string, unknown>\n  const routeScope = readCrmRouteScope(body)\n  if (!routeScope) {\n    res.status(400).json({ error: 'Missing hostId' })\n    return\n  }\n  const ids = {\n    contactId: typed(body['contactId'], 128),\n    leadId: typed(body['leadId'], 128),\n    dealId: typed(body['dealId'], 128),\n  }\n  if (!ids.contactId && !ids.leadId && !ids.dealId) {\n    res.status(400).json({ error: 'Name a contact, lead or deal to email.' })\n    return\n  }\n  const draftSubject = typed(body['subject'], CRM_EMAIL_SUBJECT_MAX)\n  if (!draftSubject) {\n    res.status(400).json({ error: 'Enter a subject.' })\n    return\n  }\n  // Paragraphs are what the dialog offers, and a plain-text part is what a\n  // paragraph is; line endings are normalized so the stored body and the\n  // sent body are one string.\n  const draftText = String(body['body'] ?? '')\n    .replace(/\\r\\n?/g, '\\n')\n    .trim()\n    .slice(0, CRM_EMAIL_BODY_MAX)\n  if (!draftText) {\n    res.status(400).json({ error: 'Write the message.' })\n    return\n  }\n\n  try {\n    const sender =\n      routeScope.level === 'org'\n        ? await authorizeOrgSender(req, routeScope.orgId)\n        : await authorizeSender(req, routeScope.hostId)\n    if (sender.ok === false) return answer(res, sender)\n    const { orgId, org } = sender\n    /*\n     * THE PLAN, before the pace and the cap (AGL-2787). One-to-one email is\n     * the suite's; a plan without the suite is refused as such, rather than\n     * reaching the daily cap and being told about a zero it has no way to\n     * raise short of the upgrade this names.\n     */\n    const suite = crmSuiteRefusal(org, 'Emailing one person from their record')\n    if (suite) return answer(res, { ok: false, status: suite.status, body: suite.body })\n\n    /*\n     * THE PER-USER PACE, on its own key. The console dispatcher already\n     * counts this write against the person's general console budget; this\n     * is the narrower bucket the feature owes — twenty a minute is a rep\n     * writing, and past it is a script — keyed by the uid the token proved\n     * so one person cannot spend the bucket of everyone on their address.\n     */\n    const rate = await consumeRateLimit(`crm-email-send:uid:${sender.uid}`, {\n      limit: CRM_EMAIL_SENDS_PER_MINUTE,\n      windowMs: CRM_EMAIL_RATE_WINDOW_MS,\n    })\n    if (!rate.allowed) {\n      return answer(\n        res,\n        refuse(429, CRM_EMAIL_RATE_MESSAGE, {\n          reason: 'rate',\n          retryAfterSeconds: Math.max(\n            1,\n            Math.ceil((rate.resetMs - Date.now()) / 1000),\n          ),\n        }),\n      )\n    }\n\n    const firestore = firebaseAdmin.app().firestore()\n    const recipient = await resolveRecipient(firestore, routeScope, orgId, ids)\n    if (recipient.ok === false) return answer(res, recipient)\n    // The site the message leaves from — the mounted one under a site, and\n    // at the organization level whatever the body, the record or the org\n    // can answer.\n    const site = await resolveSendingSite(firestore, routeScope, orgId, recipient.siteHint)\n    if (site.ok === false) return answer(res, site)\n    const { hostId } = site\n    const group = await consentGroupForSite(hostId, org as Record<string, unknown>)\n    // The company the sending site files this person under, so the email\n    // shows on the company's log as the automation step's rows do.\n    if (recipient.contact) {\n      const facet = readContactFacet(recipient.contact, group.groupId)\n      if (facet.companyId) recipient.link.companyId = facet.companyId\n    }\n\n    /*\n     * MERGE FIELDS (AGL-2658), filled here rather than in the dialog: the\n     * dialog previews with the same resolver, but what leaves and what is\n     * logged is rendered by the route, off the documents it read to find\n     * the recipient, so a preview the rep did not look at cannot differ\n     * from the letter. A subject or a message that is nothing once its\n     * fields are filled is refused before any gate is spent on it.\n     */\n    const fields = crmMergeFieldsIn(`${draftSubject}\\n${draftText}`)\n    const merge = fields.length\n      ? await mergeContextFor({ recipient, sender, hostId, groupId: group.groupId, fields })\n      : null\n    const subject = merge\n      ? renderCrmMergeFields(draftSubject, merge).trim().slice(0, CRM_EMAIL_SUBJECT_MAX)\n      : draftSubject\n    const text = merge\n      ? renderCrmMergeFields(draftText, merge).trim().slice(0, CRM_EMAIL_BODY_MAX)\n      : draftText\n    if (!subject || !text) {\n      return answer(res, refuse(400, CRM_EMAIL_EMPTY_AFTER_MERGE_MESSAGE, { reason: 'merge' }))\n    }\n\n    // The per-record ceiling, before the send: an email that could not be\n    // logged would be a message the timeline never shows, and the timeline\n    // is the reason the send lives on the record.\n    const orgRef = firestore.collection('orgs').doc(orgId)\n    if (!crmActivityLogHasRoom(await countCrmActivitiesForRecord(orgRef, recipient.link))) {\n      return answer(res, refuse(409, CRM_ACTIVITY_LOG_FULL_MESSAGE, { reason: 'ceiling' }))\n    }\n\n    // Both suppression lists, then the person's own refusal.\n    const sendable = await filterSendableForHost(hostId, [recipient.email])\n    if (!sendable.length) {\n      return answer(res, refuse(409, CRM_EMAIL_SUPPRESSED_MESSAGE, { reason: 'suppressed' }))\n    }\n    if (readMarketingBasis(recipient.record, group).basis === 'declined') {\n      return answer(res, refuse(409, CRM_EMAIL_DECLINED_MESSAGE, { reason: 'declined' }))\n    }\n    // The record's own verdict (AGL-3245): what the lists hold, in the words\n    // the page shows — a bounce, a gateway block, a do-not-contact mark the\n    // suppression lists do not carry.\n    const stateRefusal = emailStateRefusal(readEmailState(recipient.record))\n    if (stateRefusal) {\n      return answer(res, refuse(409, stateRefusal, { reason: 'email-state' }))\n    }\n\n    if (!isEmailConfigured()) {\n      return answer(\n        res,\n        refuse(501, 'Email is not configured on this deployment.', {\n          reason: 'unconfigured',\n        }),\n      )\n    }\n    const identity = await hostSendingIdentity(hostId)\n    if (identity.refusal) {\n      return answer(\n        res,\n        refuse(409, identity.refusal.message, { reason: 'sending-identity' }),\n      )\n    }\n\n    const now = new Date()\n    /*\n     * THE NEW-WORKSPACE RAMP, resolved for the ceiling below.\n     *\n     * A workspace past its first week graduates off the org record alone and\n     * pays no read for this. One that is still on the ramp needs its\n     * delivery history to know which step it has earned, and when that\n     * history is unreadable the step is a floor rather than an answer.\n     *\n     * A floor is enough for a campaign, which defers what it cannot send\n     * today and delivers it tomorrow. It is not enough here: this route\n     * admits or refuses ONE message and has no third answer, so a ramp that\n     * cannot say what a workspace has earned refuses and says so. The\n     * refusal is transient by construction — it lasts as long as the window\n     * read is failing — and it reaches only workspaces inside their first\n     * week, since every other one graduated before the window was consulted.\n     */\n    const { ramp, degraded } = await readOrgEmailRamp({\n      orgId,\n      createdAt: (org as Record<string, unknown>)['createdAt'],\n      now: now.getTime(),\n    })\n    if (degraded) {\n      return answer(\n        res,\n        refuse(503, CRM_EMAIL_RAMP_UNAVAILABLE_MESSAGE, {\n          reason: 'ramp-unavailable',\n        }),\n      )\n    }\n\n    // THE DAILY CAP (AGL-2611), taken as a slot rather than read as a\n    // figure (AGL-2645): the transaction reads today's counter, judges it\n    // with `checkCrmEmailQuota` against the ramp's share of the plan's day\n    // and raises it in one step, so the count the cap enforces is the count\n    // this send was admitted on.\n    const claim = await reserveCrmEmailSend(firestore, orgId, org, now, ramp)\n    if (!claim.ok) {\n      const { quota } = claim\n      // WHICH ceiling was reached, in the org's own terms. The reservation\n      // answers with the number it judged, which is the plan's day unless\n      // the ramp held this workspace below it — and a workspace shown a\n      // figure under the one its plan page advertises is owed the reason.\n      const rampBound =\n        quota.included < resolveOrgEntitlements(org).crmEmailsPerDay\n      return answer(\n        res,\n        refuse(\n          409,\n          quota.included <= 0\n            ? CRM_EMAIL_NOT_INCLUDED_MESSAGE\n            : rampBound\n              ? crmEmailRampReachedMessage(quota.included, quota.used)\n              : crmEmailCapReachedMessage(quota.included),\n          {\n            reason: rampBound ? 'ramp' : 'quota',\n            included: quota.included,\n            used: quota.used,\n            resetsAtMs: quota.resetsAt.getTime(),\n          },\n        ),\n      )\n    }\n\n    // The row's id, minted before the send so the delivery webhook can find\n    // it from the tags alone; written only once the message has left.\n    const activityRef = newCrmActivityRef(firestore, orgId)\n    let result: SendEmailResult\n    try {\n      result = await sendEmail({\n        to: recipient.email,\n        subject,\n        text,\n        sendingIdentity: identity,\n        audience: 'tenant',\n        context: CRM_EMAIL_CONTEXT,\n        replyTo: sender.email,\n        ...(sender.name ? { fromName: sender.name } : {}),\n        tags: crmEmailDeliveryTags({ orgId, hostId, activityId: activityRef.id }),\n      })\n    } catch (error) {\n      // The provider never answered, so no message left: the slot goes\n      // back before the failure is reported.\n      await releaseCrmEmailSend(firestore, claim.reservation)\n      throw error\n    }\n    if (!result.sent) {\n      await releaseCrmEmailSend(firestore, claim.reservation)\n      return answer(res, sendRefusal(result))\n    }\n\n    const sentAtMs = Date.now()\n    let logged = true\n    /*\n     * Who may list the row. Under a site, what a record created there is\n     * stamped with. At the organization level the RECORD's own tokens, so\n     * an email to a person another site captured shows on their timeline\n     * under that site's hub — a row stamped with the sending site alone\n     * would be invisible where the person is read.\n     */\n    const recordTokens = recipient.record['visibleTo']\n    const visibleTo =\n      routeScope.level === 'org' && Array.isArray(recordTokens) && recordTokens.length\n        ? recordTokens.map(String)\n        : crmScopeTokens(org as Record<string, unknown>, group)\n    try {\n      await writeCrmEmailActivity(\n        activityRef,\n        buildCrmEmailActivity({\n          subject,\n          body: text,\n          to: recipient.email,\n          atMs: sentAtMs,\n          byUid: sender.uid,\n          ...(sender.name ? { byName: sender.name } : {}),\n          link: recipient.link,\n          hostId,\n          visibleTo,\n        }),\n      )\n    } catch (error) {\n      // The message has left. A row that could not be written is a gap on\n      // the timeline, not a failed send, and it is said so in the answer.\n      console.error('[crm] email activity write failed', orgId, activityRef.id, error)\n      logged = false\n    }\n    // The cap's count was taken with the reservation; the org's cost meter\n    // for COGS is stamped after delivery, unable to fail the send.\n    await recordEmailSends({\n      scope: { kind: 'org', orgId },\n      count: 1,\n      sendClass: 'transactional',\n      firestore,\n    })\n    // The org-level act, in the org's feed: the site variant's is the\n    // timeline row itself, under the site the record page is on.\n    if (routeScope.level === 'org') {\n      await logOrgActivity(\n        orgId,\n        { uid: sender.uid, email: sender.email },\n        'Sent email',\n        recipient.link.contactId\n          ? { type: 'contact', id: recipient.link.contactId, name: recipient.email }\n          : { type: 'lead', id: recipient.link.leadId, name: recipient.email },\n      )\n    }\n    res.status(200).json({\n      ok: true,\n      activityId: activityRef.id,\n      to: recipient.email,\n      from: identity.from,\n      logged,\n    })\n  } catch (error) {\n    console.error('[crm] email-send failed', routeScope, error)\n    res.status(500).json({ error: 'The email could not be sent.' })\n  }\n}\n\nexport default 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package/src/lib/server/erase-person.js

@@ -16,7 +16,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * limitations under the License.
  */ import { canManageOrg, CONTACT_ERASURE_REQUESTED_FIELD, normalizeContactEmail, PERSON_ERASURES_COLLECTION, personErasureConfirmationMatches, personErasureId } from "@aglyn/aglyn/server";
 import { personKey } from "@aglyn/aglyn/app-utils/person-key";
-import { firebaseAdmin, getOrgForHost, logHostActivity, logOrgActivity, orgDataCollectionForHost, suppressEmailForHostErasure } from "@aglyn/tenant-data-admin";
+import { firebaseAdmin, getOrgForHost, logHostActivity, logOrgActivity, orgDataCollectionForHost, readLeadForHost, suppressEmailForHostErasure } from "@aglyn/tenant-data-admin";
 import { resolveOrgPermissions } from "@aglyn/tenant-runtime/org-permissions";
 import { FieldValue } from "firebase-admin/firestore";
 import { authorizeOrgCaller, orgHostIds, readCrmRouteScope } from "./org-caller.js";
@@ -171,8 +171,8 @@ import { authorizeOrgCaller, orgHostIds, readCrmRouteScope } from "./org-caller.
             }
             recordEmail = normalizeContactEmail(contact.get('email'));
         } else {
-            const lead = await firestore.collection('hosts').doc(hostId).collection('leads').doc(leadId).get();
-            if (!lead.exists) {
+            const lead = await readLeadForHost(hostId, leadId);
+            if (!lead) {
                 res.status(404).json({
                     error: 'Unknown lead'
                 });
@@ -241,19 +241,37 @@ import { authorizeOrgCaller, orgHostIds, readCrmRouteScope } from "./org-caller.
             merge: true
         });
         const hostIds = await orgHostIds(firestore, orgId);
-        for (const siteId of hostIds){
+        /*
+     * Suppression stays PER SITE — it is that site's sending list — while the
+     * lead marker below is written once, because the lead is one org row now
+     * (AGL-3275) rather than one row per site.
+     */ for (const siteId of hostIds){
             await suppressEmailForHostErasure({
                 hostId: siteId,
                 email: recordEmail
             }).catch((error)=>{
                 console.error('[crm] erase-person suppression write failed', siteId, error);
             });
-            const lead = firestore.collection('hosts').doc(siteId).collection('leads').doc(key);
-            await lead.get().then((snapshot)=>snapshot.exists ? lead.update({
+        }
+        /*
+     * THE ORG ROW, AND EVERY LEGACY ROW STILL STANDING.
+     *
+     * An erasure may not be the one caller that trusts the migration to be
+     * finished: until AGL-3276 has folded every site and AGL-3277 has deleted
+     * the fallback, a person can still be held at `hosts/{siteId}/leads`, and
+     * a marker that reached only the org row would leave that copy unmarked.
+     * So this marks whatever exists, in both homes, and the sweep costs one
+     * read per site exactly as it did before.
+     */ const eraseLeadAt = async (ref, where)=>{
+            await ref.get().then((snapshot)=>snapshot.exists ? ref.update({
                     [CONTACT_ERASURE_REQUESTED_FIELD]: now
                 }) : undefined).catch((error)=>{
-                console.error('[crm] erase-person lead marker failed', siteId, error);
+                console.error('[crm] erase-person lead marker failed', where, error);
             });
+        };
+        await eraseLeadAt(firestore.collection('orgs').doc(orgId).collection('leads').doc(key), orgId);
+        for (const siteId of hostIds){
+            await eraseLeadAt(firestore.collection('hosts').doc(siteId).collection('leads').doc(key), siteId);
         }
         try {
             const contacts = await firestore.collection('orgs').doc(orgId).collection('contacts').where('email', '==', recordEmail).get();