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

package/src/lib/server/erase-person.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/erase-person.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  canManageOrg,\n  CONTACT_ERASURE_REQUESTED_FIELD,\n  normalizeContactEmail,\n  PERSON_ERASURES_COLLECTION,\n  personErasureConfirmationMatches,\n  personErasureId,\n  type PersonErasureRequest,\n  type PluginApiHandler,\n} from '@aglyn/aglyn/server'\nimport { personKey } from '@aglyn/aglyn/app-utils/person-key'\nimport {\n  firebaseAdmin,\n  getOrgForHost,\n  logHostActivity,\n  logOrgActivity,\n  orgDataCollectionForHost,\n  suppressEmailForHostErasure,\n} from '@aglyn/tenant-data-admin'\nimport { resolveOrgPermissions } from '@aglyn/tenant-runtime/org-permissions'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { authorizeOrgCaller, orgHostIds, readCrmRouteScope } from './org-caller'\n\n/** The route key, as `registerCrmConsoleApi` registers it. */\nexport const CRM_ERASE_PERSON_ROUTE = 'crm/erase-person'\n\nexport interface ErasePersonRequestBody {\n  /**\n   * The site the request is filed from. At the organization level\n   * (AGL-2634) the record's own site, or absent for a contact no site has\n   * captured; a LEAD always names one, because a lead lives under its site.\n   */\n  hostId?: string\n  /** The organization, at the organization level (AGL-2634). */\n  orgId?: string\n  /**\n   * At most one of these names the record the request is filed from. Under\n   * a site exactly one does; at the organization level neither may, which\n   * files the request by `email` alone (AGL-2839).\n   */\n  contactId?: string\n  leadId?: string\n  /**\n   * The address as the admin typed it — the confirmation of a record's\n   * address, or, filed by address alone, the person the request is about.\n   */\n  email: string\n  /** Filed by address alone: the address typed a second time. */\n  confirmEmail?: string\n}\n\nexport interface ErasePersonResponse {\n  ok: true\n  requestId: string\n  /** When the request entered the queue. */\n  pendingSinceMs: number\n  /** True when a request for this person was already waiting; nothing was re-filed. */\n  alreadyPending: boolean\n}\n\n/**\n * `POST /api/crm/erase-person` — file a privacy erasure for one person\n * (AGL-2623).\n *\n * ## Who may\n *\n * A workspace admin or owner — `canManageOrg` on the caller's org role —\n * and nobody else. Not a site editor with the data permission, who can\n * detach a contact from their own site but has no standing to remove the\n * person from every site in the workspace; and not staff acting alone,\n * because the workspace is the controller of this data and the instruction\n * has to come from it. Staff who are also admins of the workspace pass on\n * that role, as anyone would.\n *\n * ## What it does, and what it does not\n *\n * It files the request and closes the doors; it deletes nothing. The daily\n * erasure job executes the sweep, so that a workspace's person erasures and\n * its own erasure run through one job, one audit trail and one queue a\n * staff member can watch. What happens here, in order:\n *\n *   1. The record named by the body is read and its address is what the\n *      request is about — the body's address must match it, typed, so an\n *      admin who opened the wrong record is stopped by the confirmation\n *      rather than by luck.\n *   2. The request document is written, or found already pending, in\n *      which case nothing is re-filed and the caller is told so.\n *   3. Every site of the workspace gets its suppression row NOW, not when\n *      the job runs: from this moment a capture cannot rebuild the person.\n *   4. The contact document and each site's lead are stamped with the\n *      request time, so their pages can say \"erasure pending\" off the\n *      document they already read.\n *   5. The site's activity feed and the platform audit log each get a row\n *      that names the record by id and the person by hash, never by\n *      address.\n *\n * ## The organization variant (AGL-2634)\n *\n * `{ orgId, hostId?, contactId | leadId, email }` from the org-level hub:\n * the same workspace admin, authorized by the org rather than through a\n * site they name, so a contact no site captured can be erased from the\n * page that lists it. The sweep is what it always was — every site of the\n * org, found by `orgId` — and the row goes to the org's feed. A lead still\n * names its site, because that is where a lead lives.\n *\n * ## By address alone (AGL-2839)\n *\n * `{ orgId, email, confirmEmail }` with no record, from the workspace's\n * Privacy settings: the same workspace admin, for any person the workspace\n * may hold — including one no page shows, since the CRM that lists records\n * is included from Starter and a Free workspace has none of it. Nothing is\n * read to file it: the sweep is keyed by the address, the markers are found\n * by it, and the typed address must match its second typing, which is the\n * confirmation a record's address gives the other variants. No plan is\n * asked on any variant: erasure is an obligation, not a CRM feature.\n */\nexport const crmErasePersonHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) {\n    res.status(401).json({ error: 'Unauthenticated' })\n    return\n  }\n  const body: Partial<ErasePersonRequestBody> =\n    typeof req.body === 'string' ? JSON.parse(req.body) : (req.body ?? {})\n  const routeScope = readCrmRouteScope(body as Record<string, unknown>)\n  const contactId = String(body.contactId ?? '').trim()\n  const leadId = String(body.leadId ?? '').trim()\n  const byAddress = routeScope?.level === 'org' && !contactId && !leadId\n  if (!routeScope || (!byAddress && !contactId && !leadId) || (contactId && leadId)) {\n    res.status(400).json({ error: 'Name the site and exactly one contact or lead' })\n    return\n  }\n  const { hostId } = routeScope\n  if (leadId && !hostId) {\n    res.status(400).json({ error: 'Name the site the lead lives under' })\n    return\n  }\n  const refusal = 'Only a workspace admin can erase a person from the workspace'\n\n  try {\n    let orgId: string\n    let actor: { uid: string; email: string | null }\n    if (routeScope.level === 'org') {\n      const caller = await authorizeOrgCaller(req, routeScope.orgId, {\n        needs: 'manage-org',\n        refusal,\n      })\n      if (caller.ok === false) {\n        res.status(caller.status).json({ error: caller.error })\n        return\n      }\n      orgId = caller.orgId\n      actor = { uid: caller.uid, email: caller.email }\n    } else {\n      const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n      const membership = await resolveOrgPermissions(decoded.uid, { hostId })\n      if (!canManageOrg(membership.role)) {\n        res.status(403).json({ error: refusal })\n        return\n      }\n      const resolved = await getOrgForHost(hostId)\n      if (!resolved || resolved.orgId !== membership.orgId) {\n        res.status(404).json({ error: 'Unknown site' })\n        return\n      }\n      orgId = resolved.orgId\n      actor = { uid: decoded.uid, email: decoded.email ?? null }\n    }\n    const firestore = firebaseAdmin.app().firestore()\n\n    let recordEmail: string | null = null\n    if (byAddress) {\n      recordEmail = normalizeContactEmail(body.email)\n    } else if (contactId) {\n      const contactsRef =\n        routeScope.level === 'org'\n          ? firestore.collection('orgs').doc(orgId).collection('contacts')\n          : await orgDataCollectionForHost(hostId, 'contacts')\n      const contact = await contactsRef.doc(contactId).get()\n      if (!contact.exists) {\n        res.status(404).json({ error: 'Unknown contact' })\n        return\n      }\n      recordEmail = normalizeContactEmail(contact.get('email'))\n    } else {\n      const lead = await firestore\n        .collection('hosts')\n        .doc(hostId)\n        .collection('leads')\n        .doc(leadId)\n        .get()\n      if (!lead.exists) {\n        res.status(404).json({ error: 'Unknown lead' })\n        return\n      }\n      recordEmail = normalizeContactEmail(lead.get('email'))\n    }\n    const key = recordEmail ? personKey(recordEmail) : null\n    if (!recordEmail || !key) {\n      res.status(byAddress ? 400 : 422).json({\n        error: byAddress\n          ? 'Enter the email address of the person to erase'\n          : 'This record has no usable email address to erase by',\n      })\n      return\n    }\n    if (byAddress && !personErasureConfirmationMatches(body.confirmEmail, recordEmail)) {\n      res.status(400).json({\n        error: 'Type the email address a second time, exactly, to confirm the erasure',\n      })\n      return\n    }\n    if (!byAddress && !personErasureConfirmationMatches(body.email, recordEmail)) {\n      res.status(400).json({\n        error: 'Type the record’s email address exactly to confirm the erasure',\n      })\n      return\n    }\n\n    const requestId = personErasureId(orgId, key)\n    const requestRef = firestore.collection(PERSON_ERASURES_COLLECTION).doc(requestId)\n    const existing = await requestRef.get()\n    if (existing.exists && existing.get('status') === 'pending') {\n      const answer: ErasePersonResponse = {\n        ok: true,\n        requestId,\n        pendingSinceMs: Number(existing.get('pendingSinceMs') ?? 0),\n        alreadyPending: true,\n      }\n      res.status(200).json(answer)\n      return\n    }\n\n    const now = Date.now()\n    const request: PersonErasureRequest = {\n      orgId,\n      personKey: key,\n      status: 'pending',\n      email: recordEmail,\n      requestedAtMs: now,\n      requestedByUid: actor.uid,\n      ...(hostId ? { hostId } : {}),\n      ...(contactId ? { contactId } : {}),\n      ...(leadId ? { leadId } : {}),\n      pendingSinceMs: now,\n    }\n    await requestRef.set(\n      {\n        ...request,\n        // A request re-filed after a failed or completed run starts clean.\n        erasedAtMs: FieldValue.delete(),\n        result: FieldValue.delete(),\n        failedAtMs: FieldValue.delete(),\n        lastError: FieldValue.delete(),\n        updatedAt: FieldValue.serverTimestamp(),\n      },\n      { merge: true },\n    )\n\n    const hostIds = await orgHostIds(firestore, orgId)\n    for (const siteId of hostIds) {\n      await suppressEmailForHostErasure({ hostId: siteId, email: recordEmail }).catch(\n        (error: unknown) => {\n          console.error('[crm] erase-person suppression write failed', siteId, error)\n        },\n      )\n      const lead = firestore.collection('hosts').doc(siteId).collection('leads').doc(key)\n      await lead\n        .get()\n        .then((snapshot: { exists: boolean }) =>\n          snapshot.exists ? lead.update({ [CONTACT_ERASURE_REQUESTED_FIELD]: now }) : undefined,\n        )\n        .catch((error: unknown) => {\n          console.error('[crm] erase-person lead marker failed', siteId, error)\n        })\n    }\n    try {\n      const contacts = await firestore\n        .collection('orgs')\n        .doc(orgId)\n        .collection('contacts')\n        .where('email', '==', recordEmail)\n        .get()\n      for (const contact of contacts.docs) {\n        await contact.ref.update({ [CONTACT_ERASURE_REQUESTED_FIELD]: now })\n      }\n    } catch (error) {\n      console.error('[crm] erase-person contact marker failed', orgId, error)\n    }\n\n    // The feed the act was performed in: the site's under a site, the\n    // org's at the organization level.\n    const target = { type: contactId ? 'contact' : 'lead', id: contactId || leadId } as const\n    if (routeScope.level === 'org') {\n      // Filed by address, the line names no record — and never the address.\n      await logOrgActivity(\n        orgId,\n        actor,\n        'Requested privacy erasure',\n        byAddress ? { type: 'org' } : target,\n      ).catch(() => undefined)\n    } else {\n      await logHostActivity(hostId, actor, 'Requested privacy erasure', target).catch(\n        () => undefined,\n      )\n    }\n    await firestore\n      .collection('adminAudit')\n      .add({\n        actorUid: actor.uid,\n        action: 'person.erasure-requested',\n        target: `orgs/${orgId}/people/${key}`,\n        before: null,\n        after: {\n          hostId: hostId || null,\n          hosts: hostIds.length,\n          from: byAddress ? 'address' : contactId ? 'contact' : 'lead',\n        },\n        at: FieldValue.serverTimestamp(),\n      })\n      .catch(() => undefined)\n\n    const answer: ErasePersonResponse = {\n      ok: true,\n      requestId,\n      pendingSinceMs: now,\n      alreadyPending: false,\n    }\n    res.status(200).json(answer)\n  } catch (error) {\n    console.error('[crm] erase-person failed', routeScope, error)\n    res.status(500).json({ error: 'The erasure could not be filed' })\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/erase-person.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  canManageOrg,\n  CONTACT_ERASURE_REQUESTED_FIELD,\n  normalizeContactEmail,\n  PERSON_ERASURES_COLLECTION,\n  personErasureConfirmationMatches,\n  personErasureId,\n  type PersonErasureRequest,\n  type PluginApiHandler,\n} from '@aglyn/aglyn/server'\nimport { personKey } from '@aglyn/aglyn/app-utils/person-key'\nimport {\n  firebaseAdmin,\n  getOrgForHost,\n  logHostActivity,\n  logOrgActivity,\n  orgDataCollectionForHost,\n  readLeadForHost,\n  suppressEmailForHostErasure,\n} from '@aglyn/tenant-data-admin'\nimport { resolveOrgPermissions } from '@aglyn/tenant-runtime/org-permissions'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { authorizeOrgCaller, orgHostIds, readCrmRouteScope } from './org-caller'\n\n/** The route key, as `registerCrmConsoleApi` registers it. */\nexport const CRM_ERASE_PERSON_ROUTE = 'crm/erase-person'\n\nexport interface ErasePersonRequestBody {\n  /**\n   * The site the request is filed from. At the organization level\n   * (AGL-2634) the record's own site, or absent for a contact no site has\n   * captured; a LEAD always names one, because a lead lives under its site.\n   */\n  hostId?: string\n  /** The organization, at the organization level (AGL-2634). */\n  orgId?: string\n  /**\n   * At most one of these names the record the request is filed from. Under\n   * a site exactly one does; at the organization level neither may, which\n   * files the request by `email` alone (AGL-2839).\n   */\n  contactId?: string\n  leadId?: string\n  /**\n   * The address as the admin typed it — the confirmation of a record's\n   * address, or, filed by address alone, the person the request is about.\n   */\n  email: string\n  /** Filed by address alone: the address typed a second time. */\n  confirmEmail?: string\n}\n\nexport interface ErasePersonResponse {\n  ok: true\n  requestId: string\n  /** When the request entered the queue. */\n  pendingSinceMs: number\n  /** True when a request for this person was already waiting; nothing was re-filed. */\n  alreadyPending: boolean\n}\n\n/**\n * `POST /api/crm/erase-person` — file a privacy erasure for one person\n * (AGL-2623).\n *\n * ## Who may\n *\n * A workspace admin or owner — `canManageOrg` on the caller's org role —\n * and nobody else. Not a site editor with the data permission, who can\n * detach a contact from their own site but has no standing to remove the\n * person from every site in the workspace; and not staff acting alone,\n * because the workspace is the controller of this data and the instruction\n * has to come from it. Staff who are also admins of the workspace pass on\n * that role, as anyone would.\n *\n * ## What it does, and what it does not\n *\n * It files the request and closes the doors; it deletes nothing. The daily\n * erasure job executes the sweep, so that a workspace's person erasures and\n * its own erasure run through one job, one audit trail and one queue a\n * staff member can watch. What happens here, in order:\n *\n *   1. The record named by the body is read and its address is what the\n *      request is about — the body's address must match it, typed, so an\n *      admin who opened the wrong record is stopped by the confirmation\n *      rather than by luck.\n *   2. The request document is written, or found already pending, in\n *      which case nothing is re-filed and the caller is told so.\n *   3. Every site of the workspace gets its suppression row NOW, not when\n *      the job runs: from this moment a capture cannot rebuild the person.\n *   4. The contact document and each site's lead are stamped with the\n *      request time, so their pages can say \"erasure pending\" off the\n *      document they already read.\n *   5. The site's activity feed and the platform audit log each get a row\n *      that names the record by id and the person by hash, never by\n *      address.\n *\n * ## The organization variant (AGL-2634)\n *\n * `{ orgId, hostId?, contactId | leadId, email }` from the org-level hub:\n * the same workspace admin, authorized by the org rather than through a\n * site they name, so a contact no site captured can be erased from the\n * page that lists it. The sweep is what it always was — every site of the\n * org, found by `orgId` — and the row goes to the org's feed. A lead still\n * names its site, because that is where a lead lives.\n *\n * ## By address alone (AGL-2839)\n *\n * `{ orgId, email, confirmEmail }` with no record, from the workspace's\n * Privacy settings: the same workspace admin, for any person the workspace\n * may hold — including one no page shows, since the CRM that lists records\n * is included from Starter and a Free workspace has none of it. Nothing is\n * read to file it: the sweep is keyed by the address, the markers are found\n * by it, and the typed address must match its second typing, which is the\n * confirmation a record's address gives the other variants. No plan is\n * asked on any variant: erasure is an obligation, not a CRM feature.\n */\nexport const crmErasePersonHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) {\n    res.status(401).json({ error: 'Unauthenticated' })\n    return\n  }\n  const body: Partial<ErasePersonRequestBody> =\n    typeof req.body === 'string' ? JSON.parse(req.body) : (req.body ?? {})\n  const routeScope = readCrmRouteScope(body as Record<string, unknown>)\n  const contactId = String(body.contactId ?? '').trim()\n  const leadId = String(body.leadId ?? '').trim()\n  const byAddress = routeScope?.level === 'org' && !contactId && !leadId\n  if (!routeScope || (!byAddress && !contactId && !leadId) || (contactId && leadId)) {\n    res.status(400).json({ error: 'Name the site and exactly one contact or lead' })\n    return\n  }\n  const { hostId } = routeScope\n  if (leadId && !hostId) {\n    res.status(400).json({ error: 'Name the site the lead lives under' })\n    return\n  }\n  const refusal = 'Only a workspace admin can erase a person from the workspace'\n\n  try {\n    let orgId: string\n    let actor: { uid: string; email: string | null }\n    if (routeScope.level === 'org') {\n      const caller = await authorizeOrgCaller(req, routeScope.orgId, {\n        needs: 'manage-org',\n        refusal,\n      })\n      if (caller.ok === false) {\n        res.status(caller.status).json({ error: caller.error })\n        return\n      }\n      orgId = caller.orgId\n      actor = { uid: caller.uid, email: caller.email }\n    } else {\n      const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n      const membership = await resolveOrgPermissions(decoded.uid, { hostId })\n      if (!canManageOrg(membership.role)) {\n        res.status(403).json({ error: refusal })\n        return\n      }\n      const resolved = await getOrgForHost(hostId)\n      if (!resolved || resolved.orgId !== membership.orgId) {\n        res.status(404).json({ error: 'Unknown site' })\n        return\n      }\n      orgId = resolved.orgId\n      actor = { uid: decoded.uid, email: decoded.email ?? null }\n    }\n    const firestore = firebaseAdmin.app().firestore()\n\n    let recordEmail: string | null = null\n    if (byAddress) {\n      recordEmail = normalizeContactEmail(body.email)\n    } else if (contactId) {\n      const contactsRef =\n        routeScope.level === 'org'\n          ? firestore.collection('orgs').doc(orgId).collection('contacts')\n          : await orgDataCollectionForHost(hostId, 'contacts')\n      const contact = await contactsRef.doc(contactId).get()\n      if (!contact.exists) {\n        res.status(404).json({ error: 'Unknown contact' })\n        return\n      }\n      recordEmail = normalizeContactEmail(contact.get('email'))\n    } else {\n      const lead = await readLeadForHost(hostId, leadId)\n      if (!lead) {\n        res.status(404).json({ error: 'Unknown lead' })\n        return\n      }\n      recordEmail = normalizeContactEmail(lead.get('email'))\n    }\n    const key = recordEmail ? personKey(recordEmail) : null\n    if (!recordEmail || !key) {\n      res.status(byAddress ? 400 : 422).json({\n        error: byAddress\n          ? 'Enter the email address of the person to erase'\n          : 'This record has no usable email address to erase by',\n      })\n      return\n    }\n    if (byAddress && !personErasureConfirmationMatches(body.confirmEmail, recordEmail)) {\n      res.status(400).json({\n        error: 'Type the email address a second time, exactly, to confirm the erasure',\n      })\n      return\n    }\n    if (!byAddress && !personErasureConfirmationMatches(body.email, recordEmail)) {\n      res.status(400).json({\n        error: 'Type the record’s email address exactly to confirm the erasure',\n      })\n      return\n    }\n\n    const requestId = personErasureId(orgId, key)\n    const requestRef = firestore.collection(PERSON_ERASURES_COLLECTION).doc(requestId)\n    const existing = await requestRef.get()\n    if (existing.exists && existing.get('status') === 'pending') {\n      const answer: ErasePersonResponse = {\n        ok: true,\n        requestId,\n        pendingSinceMs: Number(existing.get('pendingSinceMs') ?? 0),\n        alreadyPending: true,\n      }\n      res.status(200).json(answer)\n      return\n    }\n\n    const now = Date.now()\n    const request: PersonErasureRequest = {\n      orgId,\n      personKey: key,\n      status: 'pending',\n      email: recordEmail,\n      requestedAtMs: now,\n      requestedByUid: actor.uid,\n      ...(hostId ? { hostId } : {}),\n      ...(contactId ? { contactId } : {}),\n      ...(leadId ? { leadId } : {}),\n      pendingSinceMs: now,\n    }\n    await requestRef.set(\n      {\n        ...request,\n        // A request re-filed after a failed or completed run starts clean.\n        erasedAtMs: FieldValue.delete(),\n        result: FieldValue.delete(),\n        failedAtMs: FieldValue.delete(),\n        lastError: FieldValue.delete(),\n        updatedAt: FieldValue.serverTimestamp(),\n      },\n      { merge: true },\n    )\n\n    const hostIds = await orgHostIds(firestore, orgId)\n    /*\n     * Suppression stays PER SITE — it is that site's sending list — while the\n     * lead marker below is written once, because the lead is one org row now\n     * (AGL-3275) rather than one row per site.\n     */\n    for (const siteId of hostIds) {\n      await suppressEmailForHostErasure({ hostId: siteId, email: recordEmail }).catch(\n        (error: unknown) => {\n          console.error('[crm] erase-person suppression write failed', siteId, error)\n        },\n      )\n    }\n    /*\n     * THE ORG ROW, AND EVERY LEGACY ROW STILL STANDING.\n     *\n     * An erasure may not be the one caller that trusts the migration to be\n     * finished: until AGL-3276 has folded every site and AGL-3277 has deleted\n     * the fallback, a person can still be held at `hosts/{siteId}/leads`, and\n     * a marker that reached only the org row would leave that copy unmarked.\n     * So this marks whatever exists, in both homes, and the sweep costs one\n     * read per site exactly as it did before.\n     */\n    const eraseLeadAt = async (\n      ref: FirebaseFirestore.DocumentReference,\n      where: string,\n    ) => {\n      await ref\n        .get()\n        .then((snapshot) =>\n          snapshot.exists\n            ? ref.update({ [CONTACT_ERASURE_REQUESTED_FIELD]: now })\n            : undefined,\n        )\n        .catch((error: unknown) => {\n          console.error('[crm] erase-person lead marker failed', where, error)\n        })\n    }\n    await eraseLeadAt(firestore.collection('orgs').doc(orgId).collection('leads').doc(key), orgId)\n    for (const siteId of hostIds) {\n      await eraseLeadAt(\n        firestore.collection('hosts').doc(siteId).collection('leads').doc(key),\n        siteId,\n      )\n    }\n    try {\n      const contacts = await firestore\n        .collection('orgs')\n        .doc(orgId)\n        .collection('contacts')\n        .where('email', '==', recordEmail)\n        .get()\n      for (const contact of contacts.docs) {\n        await contact.ref.update({ [CONTACT_ERASURE_REQUESTED_FIELD]: now })\n      }\n    } catch (error) {\n      console.error('[crm] erase-person contact marker failed', orgId, error)\n    }\n\n    // The feed the act was performed in: the site's under a site, the\n    // org's at the organization level.\n    const target = { type: contactId ? 'contact' : 'lead', id: contactId || leadId } as const\n    if (routeScope.level === 'org') {\n      // Filed by address, the line names no record — and never the address.\n      await logOrgActivity(\n        orgId,\n        actor,\n        'Requested privacy erasure',\n        byAddress ? { type: 'org' } : target,\n      ).catch(() => undefined)\n    } else {\n      await logHostActivity(hostId, actor, 'Requested privacy erasure', target).catch(\n        () => undefined,\n      )\n    }\n    await firestore\n      .collection('adminAudit')\n      .add({\n        actorUid: actor.uid,\n        action: 'person.erasure-requested',\n        target: `orgs/${orgId}/people/${key}`,\n        before: null,\n        after: {\n          hostId: hostId || null,\n          hosts: hostIds.length,\n          from: byAddress ? 'address' : contactId ? 'contact' : 'lead',\n        },\n        at: FieldValue.serverTimestamp(),\n      })\n      .catch(() => undefined)\n\n    const answer: ErasePersonResponse = {\n      ok: true,\n      requestId,\n      pendingSinceMs: now,\n      alreadyPending: false,\n    }\n    res.status(200).json(answer)\n  } catch (error) {\n    console.error('[crm] erase-person failed', routeScope, error)\n    res.status(500).json({ error: 'The erasure could not be filed' })\n  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package/src/lib/server/lead-campaign-carry.js

@@ -16,6 +16,7 @@
  */ import { contactCampaignFieldPath, readCampaignIds } from "@aglyn/aglyn/app-utils/campaign-membership";
 import { firebaseAdmin } from "@aglyn/tenant-data-admin/server/firebase-admin";
 import { consentGroupForSite } from "@aglyn/tenant-data-admin/server/organizations";
+import { readLeadForHost } from "@aglyn/tenant-data-admin/server/host-visitor-records";
 import { FieldValue } from "firebase-admin/firestore";
 import { CAMPAIGN_FILING_CARRY_BY_NAME } from "../model/campaign-filing-activity.js";
 import { fileCampaignFilingActivities, siteCampaignRefs } from "./campaign-filing-activity.js";
@@ -40,8 +41,8 @@ import { fileCampaignFilingActivities, siteCampaignRefs } from "./campaign-filin
  * by hand.
  */ export async function carryLeadCampaignsToContact(firestore, request) {
     try {
-        const lead = await firestore.collection('hosts').doc(request.hostId).collection('leads').doc(request.leadId).get();
-        const campaignIds = readCampaignIds(lead.exists ? lead.data() : null);
+        const lead = await readLeadForHost(request.hostId, request.leadId);
+        const campaignIds = readCampaignIds(lead ? lead.data() : null);
         if (!campaignIds.length) return {
             campaigns: 0
         };

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/lead-campaign-carry.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  contactCampaignFieldPath,\n  readCampaignIds,\n} from '@aglyn/aglyn/app-utils/campaign-membership'\nimport type {\n  PluginLeadConversionReport,\n  PluginLeadConversionRequest,\n} from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin/server/firebase-admin'\nimport { consentGroupForSite } from '@aglyn/tenant-data-admin/server/organizations'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { CAMPAIGN_FILING_CARRY_BY_NAME } from '../model/campaign-filing-activity'\nimport { fileCampaignFilingActivities, siteCampaignRefs } from './campaign-filing-activity'\n\n/**\n * WHAT A LEAD'S CAMPAIGNS BECOME WHEN IT CONVERTS (AGL-3254).\n *\n * A lead is filed under a site's campaigns at the top of its own document;\n * a contact holds the same membership inside the site's consent-group\n * facet, because a contact is shared across the org and a campaign is one\n * site's. When the lead becomes a contact, the campaigns go with it — added\n * to what the contact already carries there with `arrayUnion`, never in\n * place of it — so the campaign's page goes on listing the person after\n * they became a contact, and a lead a sequence enrolled under a campaign\n * does not leave the campaign by converting.\n *\n * The CRM's own module, because a lead and a contact are the CRM's records\n * (docs/PACKAGES.md rule 3): it runs as the CRM's share of the platform's\n * lead-conversion seam, which every door that converts a lead — the\n * dialog, the REST API, a sign-up, a purchase — reaches through\n * `handOffLeadRecords`. Never throws: the conversion has happened, and a\n * membership that could not be carried is one the contact's page can pick\n * by hand.\n */\nexport async function carryLeadCampaignsToContact(\n  firestore: FirebaseFirestore.Firestore,\n  request: Pick<\n    PluginLeadConversionRequest,\n    'orgId' | 'hostId' | 'leadId' | 'contactId'\n  >,\n): Promise<PluginLeadConversionReport> {\n  try {\n    const lead = await firestore\n      .collection('hosts')\n      .doc(request.hostId)\n      .collection('leads')\n      .doc(request.leadId)\n      .get()\n    const campaignIds = readCampaignIds(\n      lead.exists ? (lead.data() as Record<string, unknown>) : null,\n    )\n    if (!campaignIds.length) return { campaigns: 0 }\n    const group = await consentGroupForSite(request.hostId)\n    await firestore\n      .collection('orgs')\n      .doc(request.orgId)\n      .collection('contacts')\n      .doc(request.contactId)\n      .update({\n        [contactCampaignFieldPath(group.groupId)]: FieldValue.arrayUnion(\n          ...campaignIds,\n        ),\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n    /*\n     * The carry on the contact's Activity (AGL-3274): one \"Filed under\"\n     * per campaign, by the conversion rather than a member, keyed once per\n     * lead and contact so a door that converts twice files once. After the\n     * membership has landed, and never failing the carry that is done.\n     */\n    await fileCampaignFilingActivities(firestore, {\n      orgId: request.orgId,\n      hostId: request.hostId,\n      link: { contactId: request.contactId },\n      action: 'filed',\n      // Named where the containers answer; by id where a read fails, so a\n      // name lookup can never unmake a carry that has landed.\n      campaigns: await siteCampaignRefs(firestore, request.hostId, campaignIds).catch(() =>\n        campaignIds.map((id) => ({ id, name: id })),\n      ),\n      atMs: Date.now(),\n      byUid: '',\n      byName: CAMPAIGN_FILING_CARRY_BY_NAME,\n      dedupeKey: `carry:${request.leadId}:${request.contactId}`,\n    })\n    return { campaigns: campaignIds.length }\n  } catch (error) {\n    console.error(\n      '[crm] the lead’s campaigns could not be carried to the contact',\n      request.hostId,\n      request.leadId,\n      error,\n    )\n    return { campaigns: null }\n  }\n}\n\n/**\n * The carry as the lead-conversion seam calls it: on the Admin SDK's own\n * Firestore. The SDK is resolved HERE, not in `declarations.server.ts`, for\n * two reasons that point the same way. That file must stay light — it runs\n * at the boot of every server process — so it defers this module and must\n * not import the data layer itself. And a library the plugin imports\n * statically in thirty files cannot also be lazy-loaded in one:\n * `enforce-module-boundaries` refuses every static import of a library the\n * project lazy-loads anywhere. This module is the deferred one; the SDK\n * comes with it, the way `capture-contact` brings its own.\n */\nexport function carryLeadCampaignsOnConversion(\n  request: Pick<\n    PluginLeadConversionRequest,\n    'orgId' | 'hostId' | 'leadId' | 'contactId'\n  >,\n): Promise<PluginLeadConversionReport> {\n  return carryLeadCampaignsToContact(firebaseAdmin.app().firestore(), request)\n}\n"],"names":["contactCampaignFieldPath","readCampaignIds","firebaseAdmin","consentGroupForSite","FieldValue","CAMPAIGN_FILING_CARRY_BY_NAME","fileCampaignFilingActivities","siteCampaignRefs","carryLeadCampaignsToContact","firestore","request","lead","collection","doc","hostId","leadId","get","campaignIds","exists","data","length","campaigns","group","orgId","contactId","update","groupId","arrayUnion","updatedAt","serverTimestamp","link","action","catch","map","id","name","atMs","Date","now","byUid","byName","dedupeKey","error","console","carryLeadCampaignsOnConversion","app"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,wBAAwB,EACxBC,eAAe,QACV,6CAA4C;AAKnD,SAASC,aAAa,QAAQ,iDAAgD;AAC9E,SAASC,mBAAmB,QAAQ,gDAA+C;AACnF,SAASC,UAAU,QAAQ,2BAA0B;AACrD,SAASC,6BAA6B,QAAQ,uCAAmC;AACjF,SAASC,4BAA4B,EAAEC,gBAAgB,QAAQ,gCAA4B;AAE3F;;;;;;;;;;;;;;;;;;;CAmBC,GACD,OAAO,eAAeC,4BACpBC,SAAsC,EACtCC,OAGC;IAED,IAAI;QACF,MAAMC,OAAO,MAAMF,UAChBG,UAAU,CAAC,SACXC,GAAG,CAACH,QAAQI,MAAM,EAClBF,UAAU,CAAC,SACXC,GAAG,CAACH,QAAQK,MAAM,EAClBC,GAAG;QACN,MAAMC,cAAchB,gBAClBU,KAAKO,MAAM,GAAIP,KAAKQ,IAAI,KAAiC;QAE3D,IAAI,CAACF,YAAYG,MAAM,EAAE,OAAO;YAAEC,WAAW;QAAE;QAC/C,MAAMC,QAAQ,MAAMnB,oBAAoBO,QAAQI,MAAM;QACtD,MAAML,UACHG,UAAU,CAAC,QACXC,GAAG,CAACH,QAAQa,KAAK,EACjBX,UAAU,CAAC,YACXC,GAAG,CAACH,QAAQc,SAAS,EACrBC,MAAM,CAAC;YACN,CAACzB,yBAAyBsB,MAAMI,OAAO,EAAE,EAAEtB,WAAWuB,UAAU,IAC3DV;YAELW,WAAWxB,WAAWyB,eAAe;QACvC;QACF;;;;;KAKC,GACD,MAAMvB,6BAA6BG,WAAW;YAC5Cc,OAAOb,QAAQa,KAAK;YACpBT,QAAQJ,QAAQI,MAAM;YACtBgB,MAAM;gBAAEN,WAAWd,QAAQc,SAAS;YAAC;YACrCO,QAAQ;YACR,oEAAoE;YACpE,wDAAwD;YACxDV,WAAW,MAAMd,iBAAiBE,WAAWC,QAAQI,MAAM,EAAEG,aAAae,KAAK,CAAC,IAC9Ef,YAAYgB,GAAG,CAAC,CAACC,KAAQ,CAAA;wBAAEA;wBAAIC,MAAMD;oBAAG,CAAA;YAE1CE,MAAMC,KAAKC,GAAG;YACdC,OAAO;YACPC,QAAQnC;YACRoC,WAAW,CAAC,MAAM,EAAE/B,QAAQK,MAAM,CAAC,CAAC,EAAEL,QAAQc,SAAS,EAAE;QAC3D;QACA,OAAO;YAAEH,WAAWJ,YAAYG,MAAM;QAAC;IACzC,EAAE,OAAOsB,OAAO;QACdC,QAAQD,KAAK,CACX,kEACAhC,QAAQI,MAAM,EACdJ,QAAQK,MAAM,EACd2B;QAEF,OAAO;YAAErB,WAAW;QAAK;IAC3B;AACF;AAEA;;;;;;;;;;CAUC,GACD,OAAO,SAASuB,+BACdlC,OAGC;IAED,OAAOF,4BAA4BN,cAAc2C,GAAG,GAAGpC,SAAS,IAAIC;AACtE"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/lead-campaign-carry.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  contactCampaignFieldPath,\n  readCampaignIds,\n} from '@aglyn/aglyn/app-utils/campaign-membership'\nimport type {\n  PluginLeadConversionReport,\n  PluginLeadConversionRequest,\n} from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin/server/firebase-admin'\nimport { consentGroupForSite } from '@aglyn/tenant-data-admin/server/organizations'\nimport { readLeadForHost } from '@aglyn/tenant-data-admin/server/host-visitor-records'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { CAMPAIGN_FILING_CARRY_BY_NAME } from '../model/campaign-filing-activity'\nimport { fileCampaignFilingActivities, siteCampaignRefs } from './campaign-filing-activity'\n\n/**\n * WHAT A LEAD'S CAMPAIGNS BECOME WHEN IT CONVERTS (AGL-3254).\n *\n * A lead is filed under a site's campaigns at the top of its own document;\n * a contact holds the same membership inside the site's consent-group\n * facet, because a contact is shared across the org and a campaign is one\n * site's. When the lead becomes a contact, the campaigns go with it — added\n * to what the contact already carries there with `arrayUnion`, never in\n * place of it — so the campaign's page goes on listing the person after\n * they became a contact, and a lead a sequence enrolled under a campaign\n * does not leave the campaign by converting.\n *\n * The CRM's own module, because a lead and a contact are the CRM's records\n * (docs/PACKAGES.md rule 3): it runs as the CRM's share of the platform's\n * lead-conversion seam, which every door that converts a lead — the\n * dialog, the REST API, a sign-up, a purchase — reaches through\n * `handOffLeadRecords`. Never throws: the conversion has happened, and a\n * membership that could not be carried is one the contact's page can pick\n * by hand.\n */\nexport async function carryLeadCampaignsToContact(\n  firestore: FirebaseFirestore.Firestore,\n  request: Pick<\n    PluginLeadConversionRequest,\n    'orgId' | 'hostId' | 'leadId' | 'contactId'\n  >,\n): Promise<PluginLeadConversionReport> {\n  try {\n    const lead = await readLeadForHost(request.hostId, request.leadId)\n    const campaignIds = readCampaignIds(\n      lead ? (lead.data() as Record<string, unknown>) : null,\n    )\n    if (!campaignIds.length) return { campaigns: 0 }\n    const group = await consentGroupForSite(request.hostId)\n    await firestore\n      .collection('orgs')\n      .doc(request.orgId)\n      .collection('contacts')\n      .doc(request.contactId)\n      .update({\n        [contactCampaignFieldPath(group.groupId)]: FieldValue.arrayUnion(\n          ...campaignIds,\n        ),\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n    /*\n     * The carry on the contact's Activity (AGL-3274): one \"Filed under\"\n     * per campaign, by the conversion rather than a member, keyed once per\n     * lead and contact so a door that converts twice files once. After the\n     * membership has landed, and never failing the carry that is done.\n     */\n    await fileCampaignFilingActivities(firestore, {\n      orgId: request.orgId,\n      hostId: request.hostId,\n      link: { contactId: request.contactId },\n      action: 'filed',\n      // Named where the containers answer; by id where a read fails, so a\n      // name lookup can never unmake a carry that has landed.\n      campaigns: await siteCampaignRefs(firestore, request.hostId, campaignIds).catch(() =>\n        campaignIds.map((id) => ({ id, name: id })),\n      ),\n      atMs: Date.now(),\n      byUid: '',\n      byName: CAMPAIGN_FILING_CARRY_BY_NAME,\n      dedupeKey: `carry:${request.leadId}:${request.contactId}`,\n    })\n    return { campaigns: campaignIds.length }\n  } catch (error) {\n    console.error(\n      '[crm] the lead’s campaigns could not be carried to the contact',\n      request.hostId,\n      request.leadId,\n      error,\n    )\n    return { campaigns: null }\n  }\n}\n\n/**\n * The carry as the lead-conversion seam calls it: on the Admin SDK's own\n * Firestore. The SDK is resolved HERE, not in `declarations.server.ts`, for\n * two reasons that point the same way. That file must stay light — it runs\n * at the boot of every server process — so it defers this module and must\n * not import the data layer itself. And a library the plugin imports\n * statically in thirty files cannot also be lazy-loaded in one:\n * `enforce-module-boundaries` refuses every static import of a library the\n * project lazy-loads anywhere. This module is the deferred one; the SDK\n * comes with it, the way `capture-contact` brings its own.\n */\nexport function carryLeadCampaignsOnConversion(\n  request: Pick<\n    PluginLeadConversionRequest,\n    'orgId' | 'hostId' | 'leadId' | 'contactId'\n  >,\n): Promise<PluginLeadConversionReport> {\n  return carryLeadCampaignsToContact(firebaseAdmin.app().firestore(), request)\n}\n"],"names":["contactCampaignFieldPath","readCampaignIds","firebaseAdmin","consentGroupForSite","readLeadForHost","FieldValue","CAMPAIGN_FILING_CARRY_BY_NAME","fileCampaignFilingActivities","siteCampaignRefs","carryLeadCampaignsToContact","firestore","request","lead","hostId","leadId","campaignIds","data","length","campaigns","group","collection","doc","orgId","contactId","update","groupId","arrayUnion","updatedAt","serverTimestamp","link","action","catch","map","id","name","atMs","Date","now","byUid","byName","dedupeKey","error","console","carryLeadCampaignsOnConversion","app"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,wBAAwB,EACxBC,eAAe,QACV,6CAA4C;AAKnD,SAASC,aAAa,QAAQ,iDAAgD;AAC9E,SAASC,mBAAmB,QAAQ,gDAA+C;AACnF,SAASC,eAAe,QAAQ,uDAAsD;AACtF,SAASC,UAAU,QAAQ,2BAA0B;AACrD,SAASC,6BAA6B,QAAQ,uCAAmC;AACjF,SAASC,4BAA4B,EAAEC,gBAAgB,QAAQ,gCAA4B;AAE3F;;;;;;;;;;;;;;;;;;;CAmBC,GACD,OAAO,eAAeC,4BACpBC,SAAsC,EACtCC,OAGC;IAED,IAAI;QACF,MAAMC,OAAO,MAAMR,gBAAgBO,QAAQE,MAAM,EAAEF,QAAQG,MAAM;QACjE,MAAMC,cAAcd,gBAClBW,OAAQA,KAAKI,IAAI,KAAiC;QAEpD,IAAI,CAACD,YAAYE,MAAM,EAAE,OAAO;YAAEC,WAAW;QAAE;QAC/C,MAAMC,QAAQ,MAAMhB,oBAAoBQ,QAAQE,MAAM;QACtD,MAAMH,UACHU,UAAU,CAAC,QACXC,GAAG,CAACV,QAAQW,KAAK,EACjBF,UAAU,CAAC,YACXC,GAAG,CAACV,QAAQY,SAAS,EACrBC,MAAM,CAAC;YACN,CAACxB,yBAAyBmB,MAAMM,OAAO,EAAE,EAAEpB,WAAWqB,UAAU,IAC3DX;YAELY,WAAWtB,WAAWuB,eAAe;QACvC;QACF;;;;;KAKC,GACD,MAAMrB,6BAA6BG,WAAW;YAC5CY,OAAOX,QAAQW,KAAK;YACpBT,QAAQF,QAAQE,MAAM;YACtBgB,MAAM;gBAAEN,WAAWZ,QAAQY,SAAS;YAAC;YACrCO,QAAQ;YACR,oEAAoE;YACpE,wDAAwD;YACxDZ,WAAW,MAAMV,iBAAiBE,WAAWC,QAAQE,MAAM,EAAEE,aAAagB,KAAK,CAAC,IAC9EhB,YAAYiB,GAAG,CAAC,CAACC,KAAQ,CAAA;wBAAEA;wBAAIC,MAAMD;oBAAG,CAAA;YAE1CE,MAAMC,KAAKC,GAAG;YACdC,OAAO;YACPC,QAAQjC;YACRkC,WAAW,CAAC,MAAM,EAAE7B,QAAQG,MAAM,CAAC,CAAC,EAAEH,QAAQY,SAAS,EAAE;QAC3D;QACA,OAAO;YAAEL,WAAWH,YAAYE,MAAM;QAAC;IACzC,EAAE,OAAOwB,OAAO;QACdC,QAAQD,KAAK,CACX,kEACA9B,QAAQE,MAAM,EACdF,QAAQG,MAAM,EACd2B;QAEF,OAAO;YAAEvB,WAAW;QAAK;IAC3B;AACF;AAEA;;;;;;;;;;CAUC,GACD,OAAO,SAASyB,+BACdhC,OAGC;IAED,OAAOF,4BAA4BP,cAAc0C,GAAG,GAAGlC,SAAS,IAAIC;AACtE"}

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

@@ -45,7 +45,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * because a lead entered by hand is suite work: the capture doors that fill
  * a Free workspace's leads do not come through here.
  */ import { checkVisitorRecordCeiling, CONTACT_FIELDS_MAX_PER_ORG, CRM_COLLECTIONS, LEADS_MAX_PER_HOST, normalizeContactEmail, normalizeCrmLeadProfile, personKey, readCrmCustomInput } from "@aglyn/aglyn/server";
-import { addHostLead, firebaseAdmin, getOrgForHost, logHostActivity } from "@aglyn/tenant-data-admin";
+import { addHostLead, firebaseAdmin, getOrgForHost, logHostActivity, orgLeadsForHost, readLeadForHost, scopedToHost } from "@aglyn/tenant-data-admin";
 import { resolveOrgPermissions } from "@aglyn/tenant-runtime/org-permissions";
 import { normalizeCampaignIds, readCampaignIds } from "@aglyn/aglyn/app-utils/campaign-membership";
 import { FieldValue } from "firebase-admin/firestore";
@@ -179,7 +179,7 @@ export const leadCreateHandler = async (req, res)=>{
         }
         const firestore = firebaseAdmin.app().firestore();
         const hostRef = firestore.collection('hosts').doc(hostId);
-        const leadsRef = hostRef.collection('leads');
+        const leadsRef = await orgLeadsForHost(hostId);
         /*
      * The org's own lead fields (AGL-3272), judged before any write and
      * only when the body carried a map — a body without `custom` pays for
@@ -216,14 +216,16 @@ export const leadCreateHandler = async (req, res)=>{
         // Non-null by construction: the normalizer refused every address this
         // derivation could not key.
         const leadId = personKey(email);
-        const before = await leadsRef.doc(leadId).get();
-        const created = !before.exists;
+        const before = await readLeadForHost(hostId, leadId);
+        const created = !before;
         /*
      * The platform ceiling, judged here so the drawer can say WHY rather
      * than only that the lead could not be saved; the door re-judges it
      * inside its own transaction, so a race is still refused there.
      */ if (created) {
-            const used = (await leadsRef.count().get()).data().count;
+            // What THIS site may see, not the whole org's collection (AGL-3275) —
+            // the same narrowing `addHostLead` re-applies inside its transaction.
+            const used = (await scopedToHost(leadsRef, hostId).count().get()).data().count;
             if (checkVisitorRecordCeiling(used, LEADS_MAX_PER_HOST).exceeded) {
                 res.status(409).json({
                     error: 'This site is at the platform lead limit, so the lead was not ' + 'added. Remove some leads, or contact support if this is real ' + 'traffic.',
@@ -272,7 +274,7 @@ export const leadCreateHandler = async (req, res)=>{
      * campaign the lead was not already in, by the member who added it.
      * After the write and never before, and never failing it — the
      * membership is on the document; the entry records the act.
-     */ const already = readCampaignIds(before.exists ? before.data() : null);
+     */ const already = readCampaignIds(before ? before.data() : null);
         await fileCampaignFilingActivities(firestore, {
             orgId: resolved.orgId,
             org: resolved.org,

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/lead-create.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * `POST /api/crm/leads-create` — a lead typed in by hand (AGL-3231).\n *\n * Salesforce's New Lead: a person the team has heard of and has not yet\n * qualified, entered with what is known about them — the address, the\n * name, the company as text, a title, a phone, a website, an address, tags,\n * where they came from — and nothing else brought into being. No contact,\n * no company record: those are the conversion's to make, once the lead is\n * real. Until then the lead is the whole record, which is what lets the\n * Leads section be worked without a second row for every person in it.\n *\n * ## Through the one door\n *\n * `addHostLead` is the single writer of `hosts/{hostId}/leads` — the\n * capture doors, the import and the REST create all reach it — and it is\n * the writer here. That is what keys the lead on the person, so a second\n * \"new lead\" for one address updates the first rather than filing twice;\n * counts it against the platform ceiling inside the transaction that\n * writes; and records NO marketing basis, because a person typed in by the\n * team is not a person who ticked a box. The profile and the working state\n * are the CRM's own annotations and land in one merge write after the\n * door's, exactly as the import writes them.\n *\n * ## Who may call it\n *\n * The same two gates the convert route asks: `data.manage` in the org, and\n * a role on THIS site — a lead is the site's record, so an org member scoped\n * to a sibling site holds the key but not the host. Then the CRM suite gate,\n * because a lead entered by hand is suite work: the capture doors that fill\n * a Free workspace's leads do not come through here.\n */\n\nimport {\n  checkVisitorRecordCeiling,\n  CONTACT_FIELDS_MAX_PER_ORG,\n  type ContactFieldDefinition,\n  CRM_COLLECTIONS,\n  type CrmCustomValue,\n  type CrmLeadProfilePatch,\n  type CrmLeadStatus,\n  LEADS_MAX_PER_HOST,\n  normalizeContactEmail,\n  normalizeCrmLeadProfile,\n  personKey,\n  type PluginApiHandler,\n  readCrmCustomInput,\n} from '@aglyn/aglyn/server'\nimport {\n  addHostLead,\n  firebaseAdmin,\n  getOrgForHost,\n  logHostActivity,\n} from '@aglyn/tenant-data-admin'\nimport { resolveOrgPermissions } from '@aglyn/tenant-runtime/org-permissions'\nimport { normalizeCampaignIds, readCampaignIds } from '@aglyn/aglyn/app-utils/campaign-membership'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport type { CampaignFilingRef } from '../model/campaign-filing-activity'\nimport { fileCampaignFilingActivities } from './campaign-filing-activity'\nimport { holdsDataManage } from './org-caller'\nimport { crmSuiteRefusal } from './suite-gate'\n\n/** The statuses a lead may be entered in — everything but the converted state. */\nconst CREATE_STATUSES: readonly CrmLeadStatus[] = ['new', 'working']\n\nconst NAME_MAX = 120\nconst NOTES_MAX = 4000\n\n/** The surface a hand-entered lead names, beside `signup`, `booking`, `form:{id}` and `import`. */\nexport const LEAD_MANUAL_SOURCE = 'manual'\n\n/** What the New lead drawer posts. */\nexport interface LeadCreateRequest {\n  hostId: string\n  email: string\n  name?: string\n  company?: string\n  jobTitle?: string\n  phone?: string\n  website?: string\n  address?: Record<string, unknown> | null\n  tags?: string[]\n  leadSource?: string\n  status?: CrmLeadStatus\n  ownerUid?: string\n  notes?: string\n  /** The site's campaigns to file the lead under (AGL-3254), by container id. */\n  campaignIds?: string[]\n  /**\n   * The org's custom LEAD fields (AGL-3272), keyed by each definition's\n   * `key`. Judged against the definitions whose `object` is `lead`, so a\n   * contact field of the same name cannot be written through this door.\n   */\n  custom?: Record<string, CrmCustomValue>\n}\n\n/** The sentence a campaign that is not the site's is refused with, under the field. */\nexport const LEAD_CAMPAIGN_REFUSAL =\n  \"One of the campaigns picked isn't a campaign of this site any more. Pick it again.\"\n\n/**\n * The campaigns a request may file a lead under: the site's own live\n * containers, and nothing else. A request can claim any id, and a lead\n * filed under another site's campaign — or one the console soft-deleted —\n * would sit on a page nobody at this site can open. Answered with the\n * names as they stand, for the timeline entries the filing writes\n * (AGL-3274).\n *\n * @returns the clean ids with their names, or `null` when one is not the site's.\n */\nexport async function siteCampaigns(\n  hostRef: FirebaseFirestore.DocumentReference,\n  raw: unknown,\n): Promise<CampaignFilingRef[] | null> {\n  const ids = normalizeCampaignIds(raw)\n  if (!ids.length) return []\n  if (ids.some((id) => id.includes('/'))) return null\n  const containers = hostRef.collection('emailCampaigns')\n  const found = await hostRef.firestore.getAll(...ids.map((id) => containers.doc(id)))\n  const live = found.every((snapshot) => snapshot.exists && !snapshot.get('deletedAt'))\n  return live\n    ? ids.map((id, index) => ({ id, name: String(found[index]?.get('name') ?? '').trim() || id }))\n    : null\n}\n\n/** The ids alone — see {@link siteCampaigns}. */\nexport async function siteCampaignIds(\n  hostRef: FirebaseFirestore.DocumentReference,\n  raw: unknown,\n): Promise<string[] | null> {\n  const campaigns = await siteCampaigns(hostRef, raw)\n  return campaigns ? campaigns.map((campaign) => campaign.id) : null\n}\n\n/** What the route answers on success. */\nexport interface LeadCreateResponse {\n  leadId: string\n  /** False when the site already held a lead for the address — it was updated. */\n  created: boolean\n}\n\n/** The lead's own fields as one write, `null` in the patch meaning a clear. */\nexport function leadProfileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n  const write: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(patch)) {\n    if (value === undefined) continue\n    write[key] = value === null ? FieldValue.delete() : value\n  }\n  return write\n}\n\nexport const leadCreateHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) {\n    res.status(401).json({ error: 'Unauthenticated' })\n    return\n  }\n  const body: Partial<LeadCreateRequest> & Record<string, unknown> =\n    typeof req.body === 'string' ? JSON.parse(req.body) : (req.body ?? {})\n  const hostId = String(body.hostId ?? '')\n    .trim()\n    .slice(0, 128)\n  if (!hostId) {\n    res.status(400).json({ error: 'Missing hostId' })\n    return\n  }\n  const email = normalizeContactEmail(body.email)\n  if (!email) {\n    res.status(400).json({ error: 'Enter a valid email address.' })\n    return\n  }\n  /*\n   * The profile, refused BEFORE any read: a phone or a website the record\n   * cannot hold is answered under its field, the sentence the drawer shows\n   * beneath the input, and nothing was written to retry against.\n   */\n  const { patch, errors } = normalizeCrmLeadProfile(body)\n  const [firstError] = Object.entries(errors)\n  if (firstError) {\n    res.status(400).json({ error: firstError[1], field: firstError[0] })\n    return\n  }\n  const rawStatus = String(body.status ?? '').trim()\n  if (rawStatus && !CREATE_STATUSES.includes(rawStatus as CrmLeadStatus)) {\n    res.status(400).json({ error: 'A new lead is New or Working.' })\n    return\n  }\n  const name = String(body.name ?? '')\n    .trim()\n    .replace(/\\s+/g, ' ')\n    .slice(0, NAME_MAX)\n  const ownerUid = String(body.ownerUid ?? '')\n    .trim()\n    .slice(0, 128)\n  const notes = String(body.notes ?? '')\n    .trim()\n    .slice(0, NOTES_MAX)\n\n  try {\n    const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n    const staff = decoded['staff'] === true\n    const membership = await resolveOrgPermissions(decoded.uid, { hostId })\n    if (\n      !staff &&\n      !(membership.hostRole && (await holdsDataManage(membership.orgId, decoded.uid)))\n    ) {\n      res\n        .status(403)\n        .json({ error: 'Adding a lead requires the data permission on this site' })\n      return\n    }\n    const resolved = await getOrgForHost(hostId)\n    if (!resolved) {\n      res.status(404).json({ error: 'Unknown site' })\n      return\n    }\n    const suite = crmSuiteRefusal(resolved.org, 'Adding a lead by hand')\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n\n    const firestore = firebaseAdmin.app().firestore()\n    const hostRef = firestore.collection('hosts').doc(hostId)\n    const leadsRef = hostRef.collection('leads')\n    /*\n     * The org's own lead fields (AGL-3272), judged before any write and\n     * only when the body carried a map — a body without `custom` pays for\n     * no definition read. The refusal is the definition reader's own\n     * sentence, so a client learns which key it spelled wrong rather than\n     * that the lead could not be saved.\n     */\n    let custom: Record<string, CrmCustomValue> | undefined\n    if (body.custom !== undefined) {\n      const definitions = await firestore\n        .collection('orgs')\n        .doc(resolved.orgId)\n        .collection(CRM_COLLECTIONS.contactFields)\n        .limit(CONTACT_FIELDS_MAX_PER_ORG)\n        .get()\n      const judged = readCrmCustomInput(\n        body.custom,\n        definitions.docs.map((entry) => entry.data() as ContactFieldDefinition),\n        'lead',\n      )\n      if ('errors' in judged) {\n        const [field, message] = Object.entries(judged.errors)[0] ?? []\n        res.status(400).json({\n          error: message ?? 'A custom value could not be saved.',\n          ...(field ? { field } : {}),\n        })\n        return\n      }\n      custom = judged.values\n    }\n    // The campaigns, judged before any write, so a refused pick leaves\n    // nothing to retry against (AGL-3254).\n    const campaigns = await siteCampaigns(hostRef, body.campaignIds)\n    if (campaigns === null) {\n      res.status(400).json({ error: LEAD_CAMPAIGN_REFUSAL, field: 'campaignIds' })\n      return\n    }\n    const campaignIds = campaigns.map((campaign) => campaign.id)\n    // Non-null by construction: the normalizer refused every address this\n    // derivation could not key.\n    const leadId = personKey(email) as string\n    const before = await leadsRef.doc(leadId).get()\n    const created = !before.exists\n    /*\n     * The platform ceiling, judged here so the drawer can say WHY rather\n     * than only that the lead could not be saved; the door re-judges it\n     * inside its own transaction, so a race is still refused there.\n     */\n    if (created) {\n      const used = (await leadsRef.count().get()).data().count\n      if (checkVisitorRecordCeiling(used, LEADS_MAX_PER_HOST).exceeded) {\n        res.status(409).json({\n          error:\n            'This site is at the platform lead limit, so the lead was not ' +\n            'added. Remove some leads, or contact support if this is real ' +\n            'traffic.',\n          reason: 'lead-ceiling',\n        })\n        return\n      }\n    }\n    const stored = await addHostLead({\n      hostRef,\n      hostId,\n      lead: {\n        email,\n        ...(name ? { name } : {}),\n        source: LEAD_MANUAL_SOURCE,\n      },\n    })\n    if (!stored) {\n      res.status(500).json({ error: 'The lead could not be saved.' })\n      return\n    }\n    const working: Record<string, unknown> = {\n      ...leadProfileWrite(patch),\n      ...(rawStatus ? { status: rawStatus } : {}),\n      ...(ownerUid ? { ownerUid } : {}),\n      ...(notes ? { notes } : {}),\n      // Added to what a lead the site already held carries, never in place\n      // of it: a second \"new lead\" for an address files it under one more\n      // campaign, as the bulk bar would.\n      ...(campaignIds.length ? { campaignIds: FieldValue.arrayUnion(...campaignIds) } : {}),\n      /*\n       * The map as a map, because the write below is a `set` with `merge`\n       * and a merge is a DEEP one: the keys this body named land, and a\n       * second \"new lead\" for an address the site already holds leaves\n       * every other key's value where it was. A dotted path would not do\n       * it — only `update` reads dots as paths, and `set` would file a\n       * field literally called `custom.tier`.\n       */\n      ...(custom && Object.keys(custom).length ? { custom } : {}),\n    }\n    if (Object.keys(working).length) {\n      await leadsRef\n        .doc(leadId)\n        .set({ ...working, updatedAt: FieldValue.serverTimestamp() }, { merge: true })\n    }\n    /*\n     * The filing on the lead's Activity (AGL-3274): one \"Filed under\" per\n     * campaign the lead was not already in, by the member who added it.\n     * After the write and never before, and never failing it — the\n     * membership is on the document; the entry records the act.\n     */\n    const already = readCampaignIds(before.exists ? (before.data() as Record<string, unknown>) : null)\n    await fileCampaignFilingActivities(firestore, {\n      orgId: resolved.orgId,\n      org: resolved.org as Record<string, unknown>,\n      hostId,\n      link: { leadId },\n      action: 'filed',\n      campaigns: campaigns.filter((campaign) => !already.includes(campaign.id)),\n      atMs: Date.now(),\n      byUid: decoded.uid,\n      byName: String(decoded['name'] ?? decoded.email ?? '').trim() || null,\n    })\n    /*\n     * The audit line, written by the route that verified the caller and\n     * performed the write — the one writer that cannot record an add that\n     * did not happen. An update of a lead the site already held says so.\n     */\n    await logHostActivity(\n      hostId,\n      { uid: decoded.uid, email: decoded.email ?? null },\n      created ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/lead-create.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * `POST /api/crm/leads-create` — a lead typed in by hand (AGL-3231).\n *\n * Salesforce's New Lead: a person the team has heard of and has not yet\n * qualified, entered with what is known about them — the address, the\n * name, the company as text, a title, a phone, a website, an address, tags,\n * where they came from — and nothing else brought into being. No contact,\n * no company record: those are the conversion's to make, once the lead is\n * real. Until then the lead is the whole record, which is what lets the\n * Leads section be worked without a second row for every person in it.\n *\n * ## Through the one door\n *\n * `addHostLead` is the single writer of `hosts/{hostId}/leads` — the\n * capture doors, the import and the REST create all reach it — and it is\n * the writer here. That is what keys the lead on the person, so a second\n * \"new lead\" for one address updates the first rather than filing twice;\n * counts it against the platform ceiling inside the transaction that\n * writes; and records NO marketing basis, because a person typed in by the\n * team is not a person who ticked a box. The profile and the working state\n * are the CRM's own annotations and land in one merge write after the\n * door's, exactly as the import writes them.\n *\n * ## Who may call it\n *\n * The same two gates the convert route asks: `data.manage` in the org, and\n * a role on THIS site — a lead is the site's record, so an org member scoped\n * to a sibling site holds the key but not the host. Then the CRM suite gate,\n * because a lead entered by hand is suite work: the capture doors that fill\n * a Free workspace's leads do not come through here.\n */\n\nimport {\n  checkVisitorRecordCeiling,\n  CONTACT_FIELDS_MAX_PER_ORG,\n  type ContactFieldDefinition,\n  CRM_COLLECTIONS,\n  type CrmCustomValue,\n  type CrmLeadProfilePatch,\n  type CrmLeadStatus,\n  LEADS_MAX_PER_HOST,\n  normalizeContactEmail,\n  normalizeCrmLeadProfile,\n  personKey,\n  type PluginApiHandler,\n  readCrmCustomInput,\n} from '@aglyn/aglyn/server'\nimport {\n  addHostLead,\n  firebaseAdmin,\n  getOrgForHost,\n  logHostActivity,\n  orgLeadsForHost,\n  readLeadForHost,\n  scopedToHost,\n} from '@aglyn/tenant-data-admin'\nimport { resolveOrgPermissions } from '@aglyn/tenant-runtime/org-permissions'\nimport { normalizeCampaignIds, readCampaignIds } from '@aglyn/aglyn/app-utils/campaign-membership'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport type { CampaignFilingRef } from '../model/campaign-filing-activity'\nimport { fileCampaignFilingActivities } from './campaign-filing-activity'\nimport { holdsDataManage } from './org-caller'\nimport { crmSuiteRefusal } from './suite-gate'\n\n/** The statuses a lead may be entered in — everything but the converted state. */\nconst CREATE_STATUSES: readonly CrmLeadStatus[] = ['new', 'working']\n\nconst NAME_MAX = 120\nconst NOTES_MAX = 4000\n\n/** The surface a hand-entered lead names, beside `signup`, `booking`, `form:{id}` and `import`. */\nexport const LEAD_MANUAL_SOURCE = 'manual'\n\n/** What the New lead drawer posts. */\nexport interface LeadCreateRequest {\n  hostId: string\n  email: string\n  name?: string\n  company?: string\n  jobTitle?: string\n  phone?: string\n  website?: string\n  address?: Record<string, unknown> | null\n  tags?: string[]\n  leadSource?: string\n  status?: CrmLeadStatus\n  ownerUid?: string\n  notes?: string\n  /** The site's campaigns to file the lead under (AGL-3254), by container id. */\n  campaignIds?: string[]\n  /**\n   * The org's custom LEAD fields (AGL-3272), keyed by each definition's\n   * `key`. Judged against the definitions whose `object` is `lead`, so a\n   * contact field of the same name cannot be written through this door.\n   */\n  custom?: Record<string, CrmCustomValue>\n}\n\n/** The sentence a campaign that is not the site's is refused with, under the field. */\nexport const LEAD_CAMPAIGN_REFUSAL =\n  \"One of the campaigns picked isn't a campaign of this site any more. Pick it again.\"\n\n/**\n * The campaigns a request may file a lead under: the site's own live\n * containers, and nothing else. A request can claim any id, and a lead\n * filed under another site's campaign — or one the console soft-deleted —\n * would sit on a page nobody at this site can open. Answered with the\n * names as they stand, for the timeline entries the filing writes\n * (AGL-3274).\n *\n * @returns the clean ids with their names, or `null` when one is not the site's.\n */\nexport async function siteCampaigns(\n  hostRef: FirebaseFirestore.DocumentReference,\n  raw: unknown,\n): Promise<CampaignFilingRef[] | null> {\n  const ids = normalizeCampaignIds(raw)\n  if (!ids.length) return []\n  if (ids.some((id) => id.includes('/'))) return null\n  const containers = hostRef.collection('emailCampaigns')\n  const found = await hostRef.firestore.getAll(...ids.map((id) => containers.doc(id)))\n  const live = found.every((snapshot) => snapshot.exists && !snapshot.get('deletedAt'))\n  return live\n    ? ids.map((id, index) => ({ id, name: String(found[index]?.get('name') ?? '').trim() || id }))\n    : null\n}\n\n/** The ids alone — see {@link siteCampaigns}. */\nexport async function siteCampaignIds(\n  hostRef: FirebaseFirestore.DocumentReference,\n  raw: unknown,\n): Promise<string[] | null> {\n  const campaigns = await siteCampaigns(hostRef, raw)\n  return campaigns ? campaigns.map((campaign) => campaign.id) : null\n}\n\n/** What the route answers on success. */\nexport interface LeadCreateResponse {\n  leadId: string\n  /** False when the site already held a lead for the address — it was updated. */\n  created: boolean\n}\n\n/** The lead's own fields as one write, `null` in the patch meaning a clear. */\nexport function leadProfileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n  const write: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(patch)) {\n    if (value === undefined) continue\n    write[key] = value === null ? FieldValue.delete() : value\n  }\n  return write\n}\n\nexport const leadCreateHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) {\n    res.status(401).json({ error: 'Unauthenticated' })\n    return\n  }\n  const body: Partial<LeadCreateRequest> & Record<string, unknown> =\n    typeof req.body === 'string' ? JSON.parse(req.body) : (req.body ?? {})\n  const hostId = String(body.hostId ?? '')\n    .trim()\n    .slice(0, 128)\n  if (!hostId) {\n    res.status(400).json({ error: 'Missing hostId' })\n    return\n  }\n  const email = normalizeContactEmail(body.email)\n  if (!email) {\n    res.status(400).json({ error: 'Enter a valid email address.' })\n    return\n  }\n  /*\n   * The profile, refused BEFORE any read: a phone or a website the record\n   * cannot hold is answered under its field, the sentence the drawer shows\n   * beneath the input, and nothing was written to retry against.\n   */\n  const { patch, errors } = normalizeCrmLeadProfile(body)\n  const [firstError] = Object.entries(errors)\n  if (firstError) {\n    res.status(400).json({ error: firstError[1], field: firstError[0] })\n    return\n  }\n  const rawStatus = String(body.status ?? '').trim()\n  if (rawStatus && !CREATE_STATUSES.includes(rawStatus as CrmLeadStatus)) {\n    res.status(400).json({ error: 'A new lead is New or Working.' })\n    return\n  }\n  const name = String(body.name ?? '')\n    .trim()\n    .replace(/\\s+/g, ' ')\n    .slice(0, NAME_MAX)\n  const ownerUid = String(body.ownerUid ?? '')\n    .trim()\n    .slice(0, 128)\n  const notes = String(body.notes ?? 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The refusal is the definition reader's own\n     * sentence, so a client learns which key it spelled wrong rather than\n     * that the lead could not be saved.\n     */\n    let custom: Record<string, CrmCustomValue> | undefined\n    if (body.custom !== undefined) {\n      const definitions = await firestore\n        .collection('orgs')\n        .doc(resolved.orgId)\n        .collection(CRM_COLLECTIONS.contactFields)\n        .limit(CONTACT_FIELDS_MAX_PER_ORG)\n        .get()\n      const judged = readCrmCustomInput(\n        body.custom,\n        definitions.docs.map((entry) => entry.data() as ContactFieldDefinition),\n        'lead',\n      )\n      if ('errors' in judged) {\n        const [field, message] = Object.entries(judged.errors)[0] ?? []\n        res.status(400).json({\n          error: message ?? 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Remove some leads, or contact support if this is real ' +\n            'traffic.',\n          reason: 'lead-ceiling',\n        })\n        return\n      }\n    }\n    const stored = await addHostLead({\n      hostRef,\n      hostId,\n      lead: {\n        email,\n        ...(name ? { name } : {}),\n        source: LEAD_MANUAL_SOURCE,\n      },\n    })\n    if (!stored) {\n      res.status(500).json({ error: 'The lead could not be saved.' })\n      return\n    }\n    const working: Record<string, unknown> = {\n      ...leadProfileWrite(patch),\n      ...(rawStatus ? { status: rawStatus } : {}),\n      ...(ownerUid ? { ownerUid } : {}),\n      ...(notes ? { notes } : {}),\n      // Added to what a lead the site already held carries, never in place\n      // of it: a second \"new lead\" for an address files it under one more\n      // campaign, as the bulk bar would.\n      ...(campaignIds.length ? { campaignIds: FieldValue.arrayUnion(...campaignIds) } : {}),\n      /*\n       * The map as a map, because the write below is a `set` with `merge`\n       * and a merge is a DEEP one: the keys this body named land, and a\n       * second \"new lead\" for an address the site already holds leaves\n       * every other key's value where it was. A dotted path would not do\n       * it — only `update` reads dots as paths, and `set` would file a\n       * field literally called `custom.tier`.\n       */\n      ...(custom && Object.keys(custom).length ? { custom } : {}),\n    }\n    if (Object.keys(working).length) {\n      await leadsRef\n        .doc(leadId)\n        .set({ ...working, updatedAt: FieldValue.serverTimestamp() }, { merge: true })\n    }\n    /*\n     * The filing on the lead's Activity (AGL-3274): one \"Filed under\" per\n     * campaign the lead was not already in, by the member who added it.\n     * After the write and never before, and never failing it — the\n     * membership is on the document; the entry records the act.\n     */\n    const already = readCampaignIds(before ? (before.data() as Record<string, unknown>) : null)\n    await fileCampaignFilingActivities(firestore, {\n      orgId: resolved.orgId,\n      org: resolved.org as Record<string, unknown>,\n      hostId,\n      link: { leadId },\n      action: 'filed',\n      campaigns: campaigns.filter((campaign) => !already.includes(campaign.id)),\n      atMs: Date.now(),\n      byUid: decoded.uid,\n      byName: String(decoded['name'] ?? decoded.email ?? '').trim() || null,\n    })\n    /*\n     * The audit line, written by the route that verified the caller and\n     * performed the write — the one writer that cannot record an add that\n     * did not happen. An update of a lead the site already held says so.\n     */\n    await logHostActivity(\n      hostId,\n      { uid: decoded.uid, email: decoded.email ?? null },\n      created ? 'Added lead' : 'Updated lead',\n      { type: 'lead', id: leadId, name: name || email },\n    )\n    const answer: LeadCreateResponse = { leadId, created }\n    res.status(created ? 201 : 200).json(answer)\n  } catch (error) {\n    console.error('leads-create failed', error)\n    res.status(500).json({ error: 'The lead could not be saved.' })\n  }\n}\n\nexport default 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package/src/lib/server/leads-import.js

@@ -75,7 +75,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * only moment the answer is still true.
  */ import { checkVisitorRecordCeiling, LEADS_MAX_PER_HOST, personKey } from "@aglyn/aglyn/server";
 import { LEAD_IMPORT_CHUNK_SIZE, LEAD_IMPORT_MAX_BODY_BYTES, normalizeLeadImportRow } from "../model/crm-lead-import.js";
-import { addHostLead, firebaseAdmin } from "@aglyn/tenant-data-admin";
+import { addHostLead, firebaseAdmin, orgLeadsForHost } from "@aglyn/tenant-data-admin";
 import { FieldValue } from "firebase-admin/firestore";
 import { ownerDirectory, readImportRows, resolveImportContext } from "./import-context.js";
 /**
@@ -194,7 +194,7 @@ import { ownerDirectory, readImportRows, resolveImportContext } from "./import-c
         });
         const firestore = firebaseAdmin.app().firestore();
         const hostRef = firestore.collection('hosts').doc(context.hostId);
-        const leadsRef = hostRef.collection('leads');
+        const leadsRef = await orgLeadsForHost(context.hostId);
         const refs = normalized.map((entry)=>leadsRef.doc(entry.key));
         const namesCampaigns = normalized.some((entry)=>{
             var _entry_row_campaigns;

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/leads-import.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * `POST /api/crm/leads-import` — one chunk of a leads file, written\n * (AGL-2701).\n *\n * The browser has already read the file and applied the operator's column\n * mapping; what arrives here is up to {@link LEAD_IMPORT_CHUNK_SIZE} raw\n * rows in the vocabulary `crm-lead-import.ts` defines. This route judges\n * each one through the same normalizer, resolves the owner against the\n * org's roster, and writes it in two halves.\n *\n * ## The capture half goes through the door every capture goes through\n *\n * `addHostLead` — the ONE writer of `hosts/{hostId}/leads` for the sign-up\n * handler and both booking paths — is the writer here too. That is what\n * makes an imported row key on `personKey` the way a second form\n * submission does, land under the site by path with `capturedByHostIds`\n * naming it, count against `LEADS_MAX_PER_HOST` inside the transaction\n * that writes, and record NO marketing basis. A bulk path with its own\n * `add()` would grow an unkeyed, unbounded copy of the site's leads under\n * a second set of rules.\n *\n * ## A lead is host-scoped by path, so nothing here stamps `visibleTo`\n *\n * The five org collections carry `visibleTo` because they sit under\n * `orgs/{orgId}` and the rules decide per document which sites may read\n * them. A lead does not: `hosts/{hostId}/leads` is private to the site by\n * path, the rules admit the site's own members, and the list therefore\n * reads it with no scope clause. An import that stamped scope tokens onto\n * a lead would be writing a field nothing reads, and would suggest a\n * sharing decision the collection does not have. The site is the whole\n * scope, and the drawer's picker is where it is chosen.\n *\n * ## No file may hand a lead a consent it did not give\n *\n * A capture writes a marketing basis only when the visitor ticked a box in\n * front of them. A CSV row has no such event behind it, so the lead\n * vocabulary has no consent column and this route passes no\n * `marketingConsent`: an imported lead is mailable only if some earlier\n * capture on this site already recorded a basis, which `addHostLead`\n * carries forward untouched. The contacts import has a consent column\n * because its own export writes one and the merchant is asserting a basis\n * they hold per person; the leads export writes none, and a column the\n * file cannot fill is a column that cannot be misread.\n *\n * ## The working half is written the way the list writes it\n *\n * A status, an owner, a reason and notes are the CRM's annotations, not\n * the capture's, and the leads list already writes them client-direct onto\n * the same document. A row that carries any of them gets one merge write\n * after the door's, stamped `updatedAt` exactly as the list stamps it. A\n * row that carries none costs nothing extra.\n *\n * ## Created or merged is read once for the chunk\n *\n * The door reports only whether the lead was STORED, and the result panel\n * has to say how many people were added and how many updated. One\n * `getAll` over the chunk's document ids answers that for every row in a\n * single round trip, before any of them is written — which is also the\n * only moment the answer is still true.\n */\n\nimport {\n  checkVisitorRecordCeiling,\n  type ContactSource,\n  LEADS_MAX_PER_HOST,\n  personKey,\n  type PluginApiHandler,\n} from '@aglyn/aglyn/server'\nimport {\n  LEAD_IMPORT_CHUNK_SIZE,\n  LEAD_IMPORT_MAX_BODY_BYTES,\n  type LeadImportChunkResult,\n  type LeadImportRawRow,\n  type LeadImportRow,\n  type LeadImportSkippedRow,\n  normalizeLeadImportRow,\n} from '../model/crm-lead-import'\nimport { addHostLead, firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport {\n  ownerDirectory,\n  readImportRows,\n  resolveImportContext,\n} from './import-context'\n\n/**\n * The surface an imported lead names, beside `signup`, `booking` and\n * `form:{formId}`.\n *\n * Typed as the capture-source union rather than a bare string, which is\n * what the contacts import gets for free from the door it calls: a lead's\n * `source` is plain text on the way in, so this is the only place the word\n * can be held to the same vocabulary the source filters and the labels\n * read. One person brought in by one file reads the same on both records.\n */\nconst LEAD_IMPORT_SOURCE: ContactSource = 'import'\n\n/**\n * How many of the site's campaigns one chunk reads to resolve the names a\n * file carries (AGL-3254). Well past what a site keeps — the picker offers\n * fifty — and read once per chunk rather than once per row.\n */\nconst CAMPAIGN_DIRECTORY_CEILING = 200\n\n/**\n * The site's live campaigns by NAME, lower-cased, for the `campaigns`\n * column. A name the site does not have is not guessed at: the row is\n * refused whole and named, because a lead filed under half its campaigns\n * is a lead nobody asked for. Read only when some row names one.\n */\nasync function campaignDirectory(\n  hostRef: FirebaseFirestore.DocumentReference,\n): Promise<Map<string, string>> {\n  const directory = new Map<string, string>()\n  const containers = await hostRef.collection('emailCampaigns').limit(CAMPAIGN_DIRECTORY_CEILING).get()\n  for (const container of containers.docs) {\n    if (container.get('deletedAt')) continue\n    const name = String(container.get('name') ?? '').trim().toLowerCase()\n    if (name && !directory.has(name)) directory.set(name, container.id)\n  }\n  return directory\n}\n\n/**\n * The team's annotations on one row and the lead's own profile\n * (AGL-3231), or nothing when the file named none of either. A profile\n * value lands as the record's card would write it; the file never clears\n * one, because a blank cell is a cell nobody filled.\n */\nfunction workingState(\n  row: LeadImportRow,\n  ownerUid: string | undefined,\n  campaignIds: readonly string[],\n): Record<string, unknown> | null {\n  const fields: Record<string, unknown> = {\n    ...(row.status ? { status: row.status } : {}),\n    ...(ownerUid ? { ownerUid } : {}),\n    ...(row.unqualifiedReason ? { unqualifiedReason: row.unqualifiedReason } : {}),\n    ...(row.notes ? { notes: row.notes } : {}),\n    ...row.profile,\n    // Added to what a lead the site already held carries (AGL-3254): a\n    // file re-imported under a new campaign files the person under one\n    // more, and never takes them out of the last.\n    ...(campaignIds.length ? { campaignIds: FieldValue.arrayUnion(...campaignIds) } : {}),\n  }\n  return Object.keys(fields).length ? fields : null\n}\n\n/**\n * `POST crm/leads-import` — `{ hostId, rows }` → a {@link LeadImportChunkResult}.\n *\n * Rows are written one after another so the ceiling's local count stays\n * honest across the request.\n */\nexport const crmLeadsImportHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    return res.status(405).json({ error: 'Method not allowed' })\n  }\n  const read = readImportRows<LeadImportRawRow>(req, {\n    maxBodyBytes: LEAD_IMPORT_MAX_BODY_BYTES,\n    chunkSize: LEAD_IMPORT_CHUNK_SIZE,\n  })\n  if ('error' in read) return res.status(read.status).json({ error: read.error })\n  try {\n    const context = await resolveImportContext(req)\n    if (context.ok === false) return res.status(context.status).json(context.body)\n\n    const skipped: LeadImportSkippedRow[] = []\n    const dropped: Record<string, number> = {}\n    const normalized: { index: number; row: LeadImportRow; key: string }[] = []\n    /*\n     * A duplicate WITHIN the request is skipped rather than merged, for\n     * the reason the contacts import gives: the second row would merge\n     * onto the first's document and the tally would read one created and\n     * one merged for one person in one file. Across requests the door's\n     * own dedupe answers, and reports a merge.\n     */\n    const seen = new Set<string>()\n    read.rows.forEach((raw, index) => {\n      const verdict = normalizeLeadImportRow(raw)\n      if (verdict.ok === false) {\n        skipped.push({ index, email: verdict.input, reason: verdict.reason })\n        return\n      }\n      // Non-null by construction: the normalizer refused every address\n      // this derivation could not key.\n      const key = personKey(verdict.row.email) as string\n      if (seen.has(key)) {\n        skipped.push({ index, email: verdict.row.email, reason: 'duplicate' })\n        return\n      }\n      seen.add(key)\n      for (const entry of verdict.row.dropped) {\n        dropped[entry.field] = (dropped[entry.field] ?? 0) + 1\n      }\n      normalized.push({ index, row: verdict.row, key })\n    })\n\n    const firestore = firebaseAdmin.app().firestore()\n    const hostRef = firestore.collection('hosts').doc(context.hostId)\n    const leadsRef = hostRef.collection('leads')\n    const refs = normalized.map((entry) => leadsRef.doc(entry.key))\n    const namesCampaigns = normalized.some((entry) => entry.row.campaigns?.length)\n    const [owners, before, campaigns] = await Promise.all([\n      ownerDirectory(\n        context.orgId,\n        normalized.map((entry) => entry.row),\n      ),\n      refs.length ? firestore.getAll(...refs) : Promise.resolve([]),\n      namesCampaigns ? campaignDirectory(hostRef) : Promise.resolve(new Map<string, string>()),\n    ])\n    const held = new Set(\n      before.filter((snapshot) => snapshot.exists).map((snapshot) => snapshot.id),\n    )\n    const ownersUnresolved = new Set<string>()\n    let counted: number | null = null\n    let createdHere = 0\n    let created = 0\n    let merged = 0\n\n    for (const { index, row, key } of normalized) {\n      // The campaigns the row names, every one of them the site's, or the\n      // row is refused whole and named (AGL-3254).\n      const campaignIds = (row.campaigns ?? []).map((name) => campaigns.get(name.toLowerCase()) ?? '')\n      if (campaignIds.some((id) => !id)) {\n        skipped.push({ index, email: row.email, reason: 'campaign-unknown' })\n        continue\n      }\n      const isNew = !held.has(key)\n      /*\n       * The platform lead ceiling, judged the way the deals import judges\n       * the records band: one count at the first create, re-judged locally\n       * as the request creates more. The door re-judges it authoritatively\n       * inside its own transaction, so a race is still refused there — this\n       * is what lets the operator's skipped file say WHY rather than only\n       * that the row could not be saved.\n       */\n      if (isNew) {\n        if (counted === null) {\n          counted = (await leadsRef.count().get()).data().count\n        }\n        if (\n          checkVisitorRecordCeiling(counted + createdHere, LEADS_MAX_PER_HOST)\n            .exceeded\n        ) {\n          skipped.push({ index, email: row.email, reason: 'lead-ceiling' })\n          continue\n        }\n      }\n      let ownerUid: string | undefined\n      if (row.ownerEmail) {\n        ownerUid = owners.get(row.ownerEmail)\n        if (!ownerUid) ownersUnresolved.add(row.ownerEmail)\n      }\n      const stored = await addHostLead({\n        hostRef,\n        hostId: context.hostId,\n        lead: {\n          email: row.email,\n          ...(row.name ? { name: row.name } : {}),\n          source: LEAD_IMPORT_SOURCE,\n        },\n      })\n      if (!stored) {\n        skipped.push({ index, email: row.email, reason: 'write-failed' })\n        continue\n      }\n      const working = workingState(row, ownerUid, [...new Set(campaignIds)])\n      if (working) {\n        await leadsRef\n          .doc(key)\n          .set(\n            { ...working, updatedAt: FieldValue.serverTimestamp() },\n            { merge: true },\n          )\n      }\n      if (isNew) {\n        created += 1\n        createdHere += 1\n      } else {\n        merged += 1\n      }\n    }\n\n    const result: LeadImportChunkResult = {\n      received: read.rows.length,\n      created,\n      merged,\n      skipped: skipped.sort((a, b) => a.index - b.index),\n      dropped,\n      ownersUnresolved: [...ownersUnresolved],\n    }\n    return res.status(200).json(result)\n  } catch (error) {\n    console.error('crm/leads-import failed', error)\n    return res.status(500).json({ error: 'The import could not continue.' })\n  }\n}\n"],"names":["checkVisitorRecordCeiling","LEADS_MAX_PER_HOST","personKey","LEAD_IMPORT_CHUNK_SIZE","LEAD_IMPORT_MAX_BODY_BYTES","normalizeLeadImportRow","addHostLead","firebaseAdmin","FieldValue","ownerDirectory","readImportRows","resolveImportContext","LEAD_IMPORT_SOURCE","CAMPAIGN_DIRECTORY_CEILING","campaignDirectory","hostRef","directory","Map","containers","collection","limit","get","container","docs","name","String","trim","toLowerCase","has","set","id","workingState","row","ownerUid","campaignIds","fields","status","unqualifiedReason","notes","profile","length","arrayUnion","Object","keys","crmLeadsImportHandler","req","res","method","setHeader","json","error","read","maxBodyBytes","chunkSize","context","ok","body","skipped","dropped","normalized","seen","Set","rows","forEach","raw","index","verdict","push","email","input","reason","key","add","entry","field","firestore","app","doc","hostId","leadsRef","refs","map","namesCampaigns","some","campaigns","owners","before","Promise","all","orgId","getAll","resolve","held","filter","snapshot","exists","ownersUnresolved","counted","createdHere","created","merged","isNew","count","data","exceeded","ownerEmail","stored","lead","source","working","updatedAt","serverTimestamp","merge","result","received","sort","a","b","console"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA2DC,GAED,SACEA,yBAAyB,EAEzBC,kBAAkB,EAClBC,SAAS,QAEJ,sBAAqB;AAC5B,SACEC,sBAAsB,EACtBC,0BAA0B,EAK1BC,sBAAsB,QACjB,8BAA0B;AACjC,SAASC,WAAW,EAAEC,aAAa,QAAQ,2BAA0B;AACrE,SAASC,UAAU,QAAQ,2BAA0B;AACrD,SACEC,cAAc,EACdC,cAAc,EACdC,oBAAoB,QACf,sBAAkB;AAEzB;;;;;;;;;CASC,GACD,MAAMC,qBAAoC;AAE1C;;;;CAIC,GACD,MAAMC,6BAA6B;AAEnC;;;;;CAKC,GACD,eAAeC,kBACbC,OAA4C;IAE5C,MAAMC,YAAY,IAAIC;IACtB,MAAMC,aAAa,MAAMH,QAAQI,UAAU,CAAC,kBAAkBC,KAAK,CAACP,4BAA4BQ,GAAG;IACnG,KAAK,MAAMC,aAAaJ,WAAWK,IAAI,CAAE;YAEnBD;QADpB,IAAIA,UAAUD,GAAG,CAAC,cAAc;QAChC,MAAMG,OAAOC,QAAOH,iBAAAA,UAAUD,GAAG,CAAC,mBAAdC,iBAAyB,IAAII,IAAI,GAAGC,WAAW;QACnE,IAAIH,QAAQ,CAACR,UAAUY,GAAG,CAACJ,OAAOR,UAAUa,GAAG,CAACL,MAAMF,UAAUQ,EAAE;IACpE;IACA,OAAOd;AACT;AAEA;;;;;CAKC,GACD,SAASe,aACPC,GAAkB,EAClBC,QAA4B,EAC5BC,WAA8B;IAE9B,MAAMC,SAAkC,aAClCH,IAAII,MAAM,GAAG;QAAEA,QAAQJ,IAAII,MAAM;IAAC,IAAI,CAAC,GACvCH,WAAW;QAAEA;IAAS,IAAI,CAAC,GAC3BD,IAAIK,iBAAiB,GAAG;QAAEA,mBAAmBL,IAAIK,iBAAiB;IAAC,IAAI,CAAC,GACxEL,IAAIM,KAAK,GAAG;QAAEA,OAAON,IAAIM,KAAK;IAAC,IAAI,CAAC,GACrCN,IAAIO,OAAO,EAIVL,YAAYM,MAAM,GAAG;QAAEN,aAAa1B,WAAWiC,UAAU,IAAIP;IAAa,IAAI,CAAC;IAErF,OAAOQ,OAAOC,IAAI,CAACR,QAAQK,MAAM,GAAGL,SAAS;AAC/C;AAEA;;;;;CAKC,GACD,OAAO,MAAMS,wBAA0C,OAAOC,KAAKC;IACjE,IAAID,IAAIE,MAAM,KAAK,QAAQ;QACzBD,IAAIE,SAAS,CAAC,SAAS;QACvB,OAAOF,IAAIV,MAAM,CAAC,KAAKa,IAAI,CAAC;YAAEC,OAAO;QAAqB;IAC5D;IACA,MAAMC,OAAOzC,eAAiCmC,KAAK;QACjDO,cAAchD;QACdiD,WAAWlD;IACb;IACA,IAAI,WAAWgD,MAAM,OAAOL,IAAIV,MAAM,CAACe,KAAKf,MAAM,EAAEa,IAAI,CAAC;QAAEC,OAAOC,KAAKD,KAAK;IAAC;IAC7E,IAAI;QACF,MAAMI,UAAU,MAAM3C,qBAAqBkC;QAC3C,IAAIS,QAAQC,EAAE,KAAK,OAAO,OAAOT,IAAIV,MAAM,CAACkB,QAAQlB,MAAM,EAAEa,IAAI,CAACK,QAAQE,IAAI;QAE7E,MAAMC,UAAkC,EAAE;QAC1C,MAAMC,UAAkC,CAAC;QACzC,MAAMC,aAAmE,EAAE;QAC3E;;;;;;KAMC,GACD,MAAMC,OAAO,IAAIC;QACjBV,KAAKW,IAAI,CAACC,OAAO,CAAC,CAACC,KAAKC;YACtB,MAAMC,UAAU7D,uBAAuB2D;YACvC,IAAIE,QAAQX,EAAE,KAAK,OAAO;gBACxBE,QAAQU,IAAI,CAAC;oBAAEF;oBAAOG,OAAOF,QAAQG,KAAK;oBAAEC,QAAQJ,QAAQI,MAAM;gBAAC;gBACnE;YACF;YACA,iEAAiE;YACjE,iCAAiC;YACjC,MAAMC,MAAMrE,UAAUgE,QAAQlC,GAAG,CAACoC,KAAK;YACvC,IAAIR,KAAKhC,GAAG,CAAC2C,MAAM;gBACjBd,QAAQU,IAAI,CAAC;oBAAEF;oBAAOG,OAAOF,QAAQlC,GAAG,CAACoC,KAAK;oBAAEE,QAAQ;gBAAY;gBACpE;YACF;YACAV,KAAKY,GAAG,CAACD;YACT,KAAK,MAAME,SAASP,QAAQlC,GAAG,CAAC0B,OAAO,CAAE;oBACfA;gBAAxBA,OAAO,CAACe,MAAMC,KAAK,CAAC,GAAG,EAAChB,uBAAAA,OAAO,CAACe,MAAMC,KAAK,CAAC,YAApBhB,uBAAwB,KAAK;YACvD;YACAC,WAAWQ,IAAI,CAAC;gBAAEF;gBAAOjC,KAAKkC,QAAQlC,GAAG;gBAAEuC;YAAI;QACjD;QAEA,MAAMI,YAAYpE,cAAcqE,GAAG,GAAGD,SAAS;QAC/C,MAAM5D,UAAU4D,UAAUxD,UAAU,CAAC,SAAS0D,GAAG,CAACvB,QAAQwB,MAAM;QAChE,MAAMC,WAAWhE,QAAQI,UAAU,CAAC;QACpC,MAAM6D,OAAOrB,WAAWsB,GAAG,CAAC,CAACR,QAAUM,SAASF,GAAG,CAACJ,MAAMF,GAAG;QAC7D,MAAMW,iBAAiBvB,WAAWwB,IAAI,CAAC,CAACV;gBAAUA;oBAAAA,uBAAAA,MAAMzC,GAAG,CAACoD,SAAS,qBAAnBX,qBAAqBjC,MAAM;;QAC7E,MAAM,CAAC6C,QAAQC,QAAQF,UAAU,GAAG,MAAMG,QAAQC,GAAG,CAAC;YACpD/E,eACE6C,QAAQmC,KAAK,EACb9B,WAAWsB,GAAG,CAAC,CAACR,QAAUA,MAAMzC,GAAG;YAErCgD,KAAKxC,MAAM,GAAGmC,UAAUe,MAAM,IAAIV,QAAQO,QAAQI,OAAO,CAAC,EAAE;YAC5DT,iBAAiBpE,kBAAkBC,WAAWwE,QAAQI,OAAO,CAAC,IAAI1E;SACnE;QACD,MAAM2E,OAAO,IAAI/B,IACfyB,OAAOO,MAAM,CAAC,CAACC,WAAaA,SAASC,MAAM,EAAEd,GAAG,CAAC,CAACa,WAAaA,SAAShE,EAAE;QAE5E,MAAMkE,mBAAmB,IAAInC;QAC7B,IAAIoC,UAAyB;QAC7B,IAAIC,cAAc;QAClB,IAAIC,UAAU;QACd,IAAIC,SAAS;QAEb,KAAK,MAAM,EAAEnC,KAAK,EAAEjC,GAAG,EAAEuC,GAAG,EAAE,IAAIZ,WAAY;gBAGvB3B;YAFrB,oEAAoE;YACpE,6CAA6C;YAC7C,MAAME,cAAc,EAACF,iBAAAA,IAAIoD,SAAS,YAAbpD,iBAAiB,EAAE,EAAEiD,GAAG,CAAC,CAACzD;oBAAS4D;wBAAAA,iBAAAA,UAAU/D,GAAG,CAACG,KAAKG,WAAW,eAA9ByD,iBAAqC;;YAC7F,IAAIlD,YAAYiD,IAAI,CAAC,CAACrD,KAAO,CAACA,KAAK;gBACjC2B,QAAQU,IAAI,CAAC;oBAAEF;oBAAOG,OAAOpC,IAAIoC,KAAK;oBAAEE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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/leads-import.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * `POST /api/crm/leads-import` — one chunk of a leads file, written\n * (AGL-2701).\n *\n * The browser has already read the file and applied the operator's column\n * mapping; what arrives here is up to {@link LEAD_IMPORT_CHUNK_SIZE} raw\n * rows in the vocabulary `crm-lead-import.ts` defines. This route judges\n * each one through the same normalizer, resolves the owner against the\n * org's roster, and writes it in two halves.\n *\n * ## The capture half goes through the door every capture goes through\n *\n * `addHostLead` — the ONE writer of `hosts/{hostId}/leads` for the sign-up\n * handler and both booking paths — is the writer here too. That is what\n * makes an imported row key on `personKey` the way a second form\n * submission does, land under the site by path with `capturedByHostIds`\n * naming it, count against `LEADS_MAX_PER_HOST` inside the transaction\n * that writes, and record NO marketing basis. A bulk path with its own\n * `add()` would grow an unkeyed, unbounded copy of the site's leads under\n * a second set of rules.\n *\n * ## A lead is host-scoped by path, so nothing here stamps `visibleTo`\n *\n * The five org collections carry `visibleTo` because they sit under\n * `orgs/{orgId}` and the rules decide per document which sites may read\n * them. A lead does not: `hosts/{hostId}/leads` is private to the site by\n * path, the rules admit the site's own members, and the list therefore\n * reads it with no scope clause. An import that stamped scope tokens onto\n * a lead would be writing a field nothing reads, and would suggest a\n * sharing decision the collection does not have. The site is the whole\n * scope, and the drawer's picker is where it is chosen.\n *\n * ## No file may hand a lead a consent it did not give\n *\n * A capture writes a marketing basis only when the visitor ticked a box in\n * front of them. A CSV row has no such event behind it, so the lead\n * vocabulary has no consent column and this route passes no\n * `marketingConsent`: an imported lead is mailable only if some earlier\n * capture on this site already recorded a basis, which `addHostLead`\n * carries forward untouched. The contacts import has a consent column\n * because its own export writes one and the merchant is asserting a basis\n * they hold per person; the leads export writes none, and a column the\n * file cannot fill is a column that cannot be misread.\n *\n * ## The working half is written the way the list writes it\n *\n * A status, an owner, a reason and notes are the CRM's annotations, not\n * the capture's, and the leads list already writes them client-direct onto\n * the same document. A row that carries any of them gets one merge write\n * after the door's, stamped `updatedAt` exactly as the list stamps it. A\n * row that carries none costs nothing extra.\n *\n * ## Created or merged is read once for the chunk\n *\n * The door reports only whether the lead was STORED, and the result panel\n * has to say how many people were added and how many updated. One\n * `getAll` over the chunk's document ids answers that for every row in a\n * single round trip, before any of them is written — which is also the\n * only moment the answer is still true.\n */\n\nimport {\n  checkVisitorRecordCeiling,\n  type ContactSource,\n  LEADS_MAX_PER_HOST,\n  personKey,\n  type PluginApiHandler,\n} from '@aglyn/aglyn/server'\nimport {\n  LEAD_IMPORT_CHUNK_SIZE,\n  LEAD_IMPORT_MAX_BODY_BYTES,\n  type LeadImportChunkResult,\n  type LeadImportRawRow,\n  type LeadImportRow,\n  type LeadImportSkippedRow,\n  normalizeLeadImportRow,\n} from '../model/crm-lead-import'\nimport { addHostLead, firebaseAdmin, orgLeadsForHost } from '@aglyn/tenant-data-admin'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport {\n  ownerDirectory,\n  readImportRows,\n  resolveImportContext,\n} from './import-context'\n\n/**\n * The surface an imported lead names, beside `signup`, `booking` and\n * `form:{formId}`.\n *\n * Typed as the capture-source union rather than a bare string, which is\n * what the contacts import gets for free from the door it calls: a lead's\n * `source` is plain text on the way in, so this is the only place the word\n * can be held to the same vocabulary the source filters and the labels\n * read. One person brought in by one file reads the same on both records.\n */\nconst LEAD_IMPORT_SOURCE: ContactSource = 'import'\n\n/**\n * How many of the site's campaigns one chunk reads to resolve the names a\n * file carries (AGL-3254). Well past what a site keeps — the picker offers\n * fifty — and read once per chunk rather than once per row.\n */\nconst CAMPAIGN_DIRECTORY_CEILING = 200\n\n/**\n * The site's live campaigns by NAME, lower-cased, for the `campaigns`\n * column. A name the site does not have is not guessed at: the row is\n * refused whole and named, because a lead filed under half its campaigns\n * is a lead nobody asked for. Read only when some row names one.\n */\nasync function campaignDirectory(\n  hostRef: FirebaseFirestore.DocumentReference,\n): Promise<Map<string, string>> {\n  const directory = new Map<string, string>()\n  const containers = await hostRef.collection('emailCampaigns').limit(CAMPAIGN_DIRECTORY_CEILING).get()\n  for (const container of containers.docs) {\n    if (container.get('deletedAt')) continue\n    const name = String(container.get('name') ?? '').trim().toLowerCase()\n    if (name && !directory.has(name)) directory.set(name, container.id)\n  }\n  return directory\n}\n\n/**\n * The team's annotations on one row and the lead's own profile\n * (AGL-3231), or nothing when the file named none of either. A profile\n * value lands as the record's card would write it; the file never clears\n * one, because a blank cell is a cell nobody filled.\n */\nfunction workingState(\n  row: LeadImportRow,\n  ownerUid: string | undefined,\n  campaignIds: readonly string[],\n): Record<string, unknown> | null {\n  const fields: Record<string, unknown> = {\n    ...(row.status ? { status: row.status } : {}),\n    ...(ownerUid ? { ownerUid } : {}),\n    ...(row.unqualifiedReason ? { unqualifiedReason: row.unqualifiedReason } : {}),\n    ...(row.notes ? { notes: row.notes } : {}),\n    ...row.profile,\n    // Added to what a lead the site already held carries (AGL-3254): a\n    // file re-imported under a new campaign files the person under one\n    // more, and never takes them out of the last.\n    ...(campaignIds.length ? { campaignIds: FieldValue.arrayUnion(...campaignIds) } : {}),\n  }\n  return Object.keys(fields).length ? fields : null\n}\n\n/**\n * `POST crm/leads-import` — `{ hostId, rows }` → a {@link LeadImportChunkResult}.\n *\n * Rows are written one after another so the ceiling's local count stays\n * honest across the request.\n */\nexport const crmLeadsImportHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    return res.status(405).json({ error: 'Method not allowed' })\n  }\n  const read = readImportRows<LeadImportRawRow>(req, {\n    maxBodyBytes: LEAD_IMPORT_MAX_BODY_BYTES,\n    chunkSize: LEAD_IMPORT_CHUNK_SIZE,\n  })\n  if ('error' in read) return res.status(read.status).json({ error: read.error })\n  try {\n    const context = await resolveImportContext(req)\n    if (context.ok === false) return res.status(context.status).json(context.body)\n\n    const skipped: LeadImportSkippedRow[] = []\n    const dropped: Record<string, number> = {}\n    const normalized: { index: number; row: LeadImportRow; key: string }[] = []\n    /*\n     * A duplicate WITHIN the request is skipped rather than merged, for\n     * the reason the contacts import gives: the second row would merge\n     * onto the first's document and the tally would read one created and\n     * one merged for one person in one file. Across requests the door's\n     * own dedupe answers, and reports a merge.\n     */\n    const seen = new Set<string>()\n    read.rows.forEach((raw, index) => {\n      const verdict = normalizeLeadImportRow(raw)\n      if (verdict.ok === false) {\n        skipped.push({ index, email: verdict.input, reason: verdict.reason })\n        return\n      }\n      // Non-null by construction: the normalizer refused every address\n      // this derivation could not key.\n      const key = personKey(verdict.row.email) as string\n      if (seen.has(key)) {\n        skipped.push({ index, email: verdict.row.email, reason: 'duplicate' })\n        return\n      }\n      seen.add(key)\n      for (const entry of verdict.row.dropped) {\n        dropped[entry.field] = (dropped[entry.field] ?? 0) + 1\n      }\n      normalized.push({ index, row: verdict.row, key })\n    })\n\n    const firestore = firebaseAdmin.app().firestore()\n    const hostRef = firestore.collection('hosts').doc(context.hostId)\n    const leadsRef = await orgLeadsForHost(context.hostId)\n    const refs = normalized.map((entry) => leadsRef.doc(entry.key))\n    const namesCampaigns = normalized.some((entry) => entry.row.campaigns?.length)\n    const [owners, before, campaigns] = await Promise.all([\n      ownerDirectory(\n        context.orgId,\n        normalized.map((entry) => entry.row),\n      ),\n      refs.length ? firestore.getAll(...refs) : Promise.resolve([]),\n      namesCampaigns ? campaignDirectory(hostRef) : Promise.resolve(new Map<string, string>()),\n    ])\n    const held = new Set(\n      before.filter((snapshot) => snapshot.exists).map((snapshot) => snapshot.id),\n    )\n    const ownersUnresolved = new Set<string>()\n    let counted: number | null = null\n    let createdHere = 0\n    let created = 0\n    let merged = 0\n\n    for (const { index, row, key } of normalized) {\n      // The campaigns the row names, every one of them the site's, or the\n      // row is refused whole and named (AGL-3254).\n      const campaignIds = (row.campaigns ?? []).map((name) => campaigns.get(name.toLowerCase()) ?? '')\n      if (campaignIds.some((id) => !id)) {\n        skipped.push({ index, email: row.email, reason: 'campaign-unknown' })\n        continue\n      }\n      const isNew = !held.has(key)\n      /*\n       * The platform lead ceiling, judged the way the deals import judges\n       * the records band: one count at the first create, re-judged locally\n       * as the request creates more. The door re-judges it authoritatively\n       * inside its own transaction, so a race is still refused there — this\n       * is what lets the operator's skipped file say WHY rather than only\n       * that the row could not be saved.\n       */\n      if (isNew) {\n        if (counted === null) {\n          counted = (await leadsRef.count().get()).data().count\n        }\n        if (\n          checkVisitorRecordCeiling(counted + createdHere, LEADS_MAX_PER_HOST)\n            .exceeded\n        ) {\n          skipped.push({ index, email: row.email, reason: 'lead-ceiling' })\n          continue\n        }\n      }\n      let ownerUid: string | undefined\n      if (row.ownerEmail) {\n        ownerUid = owners.get(row.ownerEmail)\n        if (!ownerUid) ownersUnresolved.add(row.ownerEmail)\n      }\n      const stored = await addHostLead({\n        hostRef,\n        hostId: context.hostId,\n        lead: {\n          email: row.email,\n          ...(row.name ? { name: row.name } : {}),\n          source: LEAD_IMPORT_SOURCE,\n        },\n      })\n      if (!stored) {\n        skipped.push({ index, email: row.email, reason: 'write-failed' })\n        continue\n      }\n      const working = workingState(row, ownerUid, [...new Set(campaignIds)])\n      if (working) {\n        await leadsRef\n          .doc(key)\n          .set(\n            { ...working, updatedAt: FieldValue.serverTimestamp() },\n            { merge: true },\n          )\n      }\n      if (isNew) {\n        created += 1\n        createdHere += 1\n      } else {\n        merged += 1\n      }\n    }\n\n    const result: LeadImportChunkResult = {\n      received: read.rows.length,\n      created,\n      merged,\n      skipped: skipped.sort((a, b) => a.index - b.index),\n      dropped,\n      ownersUnresolved: [...ownersUnresolved],\n    }\n    return res.status(200).json(result)\n  } catch (error) {\n    console.error('crm/leads-import failed', error)\n    return res.status(500).json({ error: 'The import could not continue.' })\n  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package/src/lib/server/record-email-state.js

@@ -91,6 +91,16 @@ export function createCrmRecordEmailStateWriter(deps) {
                 console.error('[crm] the contact could not be stamped with an email state', orgId, error);
             }
             try {
+                /*
+         * ONE ORG ROW, plus any legacy site row the backfill has not reached
+         * (AGL-3275). A bounce or a do-not-contact mark is the platform's
+         * verdict on the ADDRESS, so it has to reach every copy that still
+         * exists — an unmarked leftover is a person who asked not to be
+         * mailed and could be. AGL-3277 drops the second loop with the
+         * fallback.
+         */ if (await stampRecord(firestore.collection('orgs').doc(orgId).collection('leads').doc(key), state, force)) {
+                    records += 1;
+                }
                 for (const hostId of (await orgHostIds(firestore, orgId))){
                     const lead = firestore.collection('hosts').doc(hostId).collection('leads').doc(key);
                     if (await stampRecord(lead, state, force)) records += 1;

package/src/lib/server/record-email-state.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/record-email-state.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  registerPluginRecordEmailStateWriter,\n  type PluginRecordEmailStateReport,\n  type PluginRecordEmailStateRequest,\n  type PluginRecordEmailStateWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-email-state'\nimport {\n  EMAIL_STATE_FIELD,\n  nextEmailState,\n  normalizeContactEmail,\n  personKey,\n  readEmailState,\n  type EmailState,\n} from '@aglyn/aglyn/server'\nimport { findContactByEmail, firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport { BUNDLE_ID } from '../constants/bundle-common'\n\n/**\n * THE CRM'S WRITER ON THE CORE'S RECORD EMAIL-STATE SEAM (AGL-3245).\n *\n * A sender filed a verdict on an address — the outreach runtime's bounce,\n * the campaign webhook's complaint, a member's do-not-contact mark, the\n * unsubscribe link — and says so here; this writes it onto every record\n * the address is, as `emailState`, so the record a person reads and the\n * lists a send consults agree.\n *\n * One address can be several records: the contact the organization holds\n * (found through the address index, `findContactByEmail`), and a lead on\n * each site the organization owns — leads are keyed by `personKey`, so a\n * lead is addressed directly under every host. All of them are stamped;\n * the verdict is about the address, not about which record a rep opened.\n * A caller that knows only the site reads the organization off it.\n *\n * The write keeps the STRONGER verdict (`nextEmailState`): a member's\n * do-not-contact mark is not undone by a later bounce, and `ok` lands only\n * when a caller forces it. `updatedAt` is left alone — a verdict is\n * something that happened to the person, not an edit the team made, and a\n * list sorted on recency must not reshuffle on a bounce.\n *\n * Never throws: the list is the control, and a record that could not be\n * stamped is a chip a page goes without, logged.\n */\n\ntype Firestore = FirebaseFirestore.Firestore\n\nexport interface CrmRecordEmailStateDeps {\n  firestore(): Firestore\n}\n\nconst NONE: PluginRecordEmailStateReport = { records: 0 }\n\n/** The sites an organization owns, by id: `hosts` where `orgId` is the org's. */\nasync function orgHostIds(firestore: Firestore, orgId: string): Promise<string[]> {\n  const hosts = await firestore.collection('hosts').where('orgId', '==', orgId).select().get()\n  return hosts.docs.map((doc) => doc.id)\n}\n\n/**\n * Applies the verdict to one record; answers whether it moved. A read then\n * a merge rather than a transaction: two verdicts landing together each\n * compare against a state at least as old as their own, and the ranking\n * makes the order of two writes of the same rank immaterial.\n */\nasync function stampRecord(\n  ref: FirebaseFirestore.DocumentReference,\n  incoming: EmailState,\n  force: boolean,\n): Promise<boolean> {\n  const snapshot = await ref.get()\n  if (!snapshot.exists) return false\n  const current = readEmailState(snapshot.data() as Record<string, unknown>)\n  const next = nextEmailState(current, incoming, { force })\n  // The current verdict stood, or the same verdict arrived again — a second\n  // run of the caller — and there is nothing to write.\n  if (\n    next === current ||\n    (current &&\n      next.status === current.status &&\n      next.atMs === current.atMs &&\n      next.source === current.source &&\n      next.detail === current.detail)\n  ) {\n    return false\n  }\n  await ref.set({ [EMAIL_STATE_FIELD]: next }, { merge: true })\n  return true\n}\n\n/** The organization a request names, or the one its site belongs to. */\nasync function resolveOrgId(firestore: Firestore, request: PluginRecordEmailStateRequest): Promise<string> {\n  const named = String(request.orgId ?? '').trim()\n  if (named) return named\n  const hostId = String(request.hostId ?? '').trim()\n  if (!hostId) return ''\n  const host = await firestore.collection('hosts').doc(hostId).get()\n  return host.exists ? String(host.get('orgId') ?? '') : ''\n}\n\nexport function createCrmRecordEmailStateWriter(deps: CrmRecordEmailStateDeps): PluginRecordEmailStateWriter {\n  return {\n    async stamp(request) {\n      const email = normalizeContactEmail(request.email)\n      const key = email ? personKey(email) : null\n      if (!email || !key) return NONE\n      const firestore = deps.firestore()\n      let orgId: string\n      try {\n        orgId = await resolveOrgId(firestore, request)\n      } catch (error) {\n        console.error('[crm] the site’s organization could not be read for an email state', request.hostId, error)\n        return NONE\n      }\n      if (!orgId) return NONE\n      const state: EmailState = {\n        status: request.state.status,\n        atMs: Number.isFinite(request.state.atMs) && request.state.atMs > 0 ? request.state.atMs : Date.now(),\n        source: request.state.source,\n        detail: request.state.detail\n          ? String(request.state.detail).replace(/\\s+/g, ' ').trim().slice(0, 500)\n          : null,\n        ...(request.state.enrollmentId ? { enrollmentId: request.state.enrollmentId } : {}),\n      }\n      const force = request.force === true\n      let records = 0\n      try {\n        const contacts = firestore.collection('orgs').doc(orgId).collection('contacts')\n        const contact = await findContactByEmail(contacts, email)\n        if (contact && (await stampRecord(contact.ref, state, force))) records += 1\n      } catch (error) {\n        console.error('[crm] the contact could not be stamped with an email state', orgId, error)\n      }\n      try {\n        for (const hostId of await orgHostIds(firestore, orgId)) {\n          const lead = firestore.collection('hosts').doc(hostId).collection('leads').doc(key)\n          if (await stampRecord(lead, state, force)) records += 1\n        }\n      } catch (error) {\n        console.error('[crm] the leads could not be stamped with an email state', orgId, error)\n      }\n      return { records }\n    },\n  }\n}\n\n/** The platform's own dependencies. 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/record-email-state.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  registerPluginRecordEmailStateWriter,\n  type PluginRecordEmailStateReport,\n  type PluginRecordEmailStateRequest,\n  type PluginRecordEmailStateWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-email-state'\nimport {\n  EMAIL_STATE_FIELD,\n  nextEmailState,\n  normalizeContactEmail,\n  personKey,\n  readEmailState,\n  type EmailState,\n} from '@aglyn/aglyn/server'\nimport { findContactByEmail, firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport { BUNDLE_ID } from '../constants/bundle-common'\n\n/**\n * THE CRM'S WRITER ON THE CORE'S RECORD EMAIL-STATE SEAM (AGL-3245).\n *\n * A sender filed a verdict on an address — the outreach runtime's bounce,\n * the campaign webhook's complaint, a member's do-not-contact mark, the\n * unsubscribe link — and says so here; this writes it onto every record\n * the address is, as `emailState`, so the record a person reads and the\n * lists a send consults agree.\n *\n * One address can be several records: the contact the organization holds\n * (found through the address index, `findContactByEmail`), and a lead on\n * each site the organization owns — leads are keyed by `personKey`, so a\n * lead is addressed directly under every host. All of them are stamped;\n * the verdict is about the address, not about which record a rep opened.\n * A caller that knows only the site reads the organization off it.\n *\n * The write keeps the STRONGER verdict (`nextEmailState`): a member's\n * do-not-contact mark is not undone by a later bounce, and `ok` lands only\n * when a caller forces it. `updatedAt` is left alone — a verdict is\n * something that happened to the person, not an edit the team made, and a\n * list sorted on recency must not reshuffle on a bounce.\n *\n * Never throws: the list is the control, and a record that could not be\n * stamped is a chip a page goes without, logged.\n */\n\ntype Firestore = FirebaseFirestore.Firestore\n\nexport interface CrmRecordEmailStateDeps {\n  firestore(): Firestore\n}\n\nconst NONE: PluginRecordEmailStateReport = { records: 0 }\n\n/** The sites an organization owns, by id: `hosts` where `orgId` is the org's. */\nasync function orgHostIds(firestore: Firestore, orgId: string): Promise<string[]> {\n  const hosts = await firestore.collection('hosts').where('orgId', '==', orgId).select().get()\n  return hosts.docs.map((doc) => doc.id)\n}\n\n/**\n * Applies the verdict to one record; answers whether it moved. A read then\n * a merge rather than a transaction: two verdicts landing together each\n * compare against a state at least as old as their own, and the ranking\n * makes the order of two writes of the same rank immaterial.\n */\nasync function stampRecord(\n  ref: FirebaseFirestore.DocumentReference,\n  incoming: EmailState,\n  force: boolean,\n): Promise<boolean> {\n  const snapshot = await ref.get()\n  if (!snapshot.exists) return false\n  const current = readEmailState(snapshot.data() as Record<string, unknown>)\n  const next = nextEmailState(current, incoming, { force })\n  // The current verdict stood, or the same verdict arrived again — a second\n  // run of the caller — and there is nothing to write.\n  if (\n    next === current ||\n    (current &&\n      next.status === current.status &&\n      next.atMs === current.atMs &&\n      next.source === current.source &&\n      next.detail === current.detail)\n  ) {\n    return false\n  }\n  await ref.set({ [EMAIL_STATE_FIELD]: next }, { merge: true })\n  return true\n}\n\n/** The organization a request names, or the one its site belongs to. */\nasync function resolveOrgId(firestore: Firestore, request: PluginRecordEmailStateRequest): Promise<string> {\n  const named = String(request.orgId ?? '').trim()\n  if (named) return named\n  const hostId = String(request.hostId ?? '').trim()\n  if (!hostId) return ''\n  const host = await firestore.collection('hosts').doc(hostId).get()\n  return host.exists ? String(host.get('orgId') ?? '') : ''\n}\n\nexport function createCrmRecordEmailStateWriter(deps: CrmRecordEmailStateDeps): PluginRecordEmailStateWriter {\n  return {\n    async stamp(request) {\n      const email = normalizeContactEmail(request.email)\n      const key = email ? personKey(email) : null\n      if (!email || !key) return NONE\n      const firestore = deps.firestore()\n      let orgId: string\n      try {\n        orgId = await resolveOrgId(firestore, request)\n      } catch (error) {\n        console.error('[crm] the site’s organization could not be read for an email state', request.hostId, error)\n        return NONE\n      }\n      if (!orgId) return NONE\n      const state: EmailState = {\n        status: request.state.status,\n        atMs: Number.isFinite(request.state.atMs) && request.state.atMs > 0 ? request.state.atMs : Date.now(),\n        source: request.state.source,\n        detail: request.state.detail\n          ? String(request.state.detail).replace(/\\s+/g, ' ').trim().slice(0, 500)\n          : null,\n        ...(request.state.enrollmentId ? { enrollmentId: request.state.enrollmentId } : {}),\n      }\n      const force = request.force === true\n      let records = 0\n      try {\n        const contacts = firestore.collection('orgs').doc(orgId).collection('contacts')\n        const contact = await findContactByEmail(contacts, email)\n        if (contact && (await stampRecord(contact.ref, state, force))) records += 1\n      } catch (error) {\n        console.error('[crm] the contact could not be stamped with an email state', orgId, error)\n      }\n      try {\n        /*\n         * ONE ORG ROW, plus any legacy site row the backfill has not reached\n         * (AGL-3275). A bounce or a do-not-contact mark is the platform's\n         * verdict on the ADDRESS, so it has to reach every copy that still\n         * exists — an unmarked leftover is a person who asked not to be\n         * mailed and could be. AGL-3277 drops the second loop with the\n         * fallback.\n         */\n        if (await stampRecord(\n          firestore.collection('orgs').doc(orgId).collection('leads').doc(key),\n          state,\n          force,\n        )) {\n          records += 1\n        }\n        for (const hostId of await orgHostIds(firestore, orgId)) {\n          const lead = firestore.collection('hosts').doc(hostId).collection('leads').doc(key)\n          if (await stampRecord(lead, state, force)) records += 1\n        }\n      } catch (error) {\n        console.error('[crm] the leads could not be stamped with an email state', orgId, error)\n      }\n      return { records }\n    },\n  }\n}\n\n/** The platform's own dependencies. 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package/src/lib/server/record-facts.js

@@ -16,7 +16,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * limitations under the License.
  */ import { registerPluginRecordFactsReader } from "@aglyn/aglyn/plugin-manager/plugin-record-facts";
 import { CRM_COLLECTIONS, contactPrimaryGroup, crmReadTokens, isOrgWideMember } from "@aglyn/aglyn/server";
-import { consentGroupForSite, firebaseAdmin, getOrgDoc, memberHasOrgPermission, resolveOrgIdForHost, resolveOrgMembership } from "@aglyn/tenant-data-admin";
+import { consentGroupForSite, firebaseAdmin, getOrgDoc, memberHasOrgPermission, readLeadForHost, resolveOrgIdForHost, resolveOrgMembership } from "@aglyn/tenant-data-admin";
 import { BUNDLE_ID } from "../constants/bundle-common.js";
 import { CRM_IMPORT_FACTS_RESOURCE, CRM_RECORD_FACTS_RESOURCES, companyFacts, contactFacts, dealFacts, importFacts, isCrmImportFactsCollection, leadFacts } from "../model/record-facts.js";
 import { crmSuiteRefusal } from "./suite-gate.js";
@@ -284,8 +284,8 @@ export const crmLeadFactsReader = reader(async (scope, request)=>{
     };
     const id = String((_request_id = request.id) != null ? _request_id : '').trim();
     if (!id) return refused('lead');
-    const snapshot = await firestore().collection('hosts').doc(scope.hostId).collection('leads').doc(id).get();
-    if (!snapshot.exists) return refused('lead');
+    const snapshot = await readLeadForHost(scope.hostId, id);
+    if (!snapshot) return refused('lead');
     const activities = await rowsNaming(scope, {
         field: 'leadId',
         id,