@aglyn/plugins-crm 1.0.0-beta.175 → 1.0.0-beta.177

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.175",
+  "version": "1.0.0-beta.177",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,18 +25,18 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.175",
-    "@aglyn/shared-data-enums": "1.0.0-beta.175",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.175",
-    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.175",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.175",
-    "@aglyn/shared-ui-next": "1.0.0-beta.175",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.175",
-    "@aglyn/shared-util-email": "1.0.0-beta.175",
-    "@aglyn/shared-util-http": "1.0.0-beta.175",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.175",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.175",
-    "@aglyn/tenant-runtime": "1.0.0-beta.175",
+    "@aglyn/aglyn": "1.0.0-beta.177",
+    "@aglyn/shared-data-enums": "1.0.0-beta.177",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.177",
+    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.177",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.177",
+    "@aglyn/shared-ui-next": "1.0.0-beta.177",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.177",
+    "@aglyn/shared-util-email": "1.0.0-beta.177",
+    "@aglyn/shared-util-http": "1.0.0-beta.177",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.177",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.177",
+    "@aglyn/tenant-runtime": "1.0.0-beta.177",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

package/src/lib/declarations.server.js

@@ -17,6 +17,7 @@
 // the registry and nothing else, and the barrel reaches the client contexts.
 import { registerPluginContactCaptureWriter } from "@aglyn/aglyn/plugin-manager/plugin-contact-capture";
 import { registerPluginLeadConversionListener } from "@aglyn/aglyn/plugin-manager/plugin-lead-conversion";
+import { registerPluginPersonMatcher } from "@aglyn/aglyn/plugin-manager/plugin-person-matches";
 import { BUNDLE_ID } from "./constants/bundle-common.js";
 /**
  * The CRM as the plugin that keeps people.
@@ -72,6 +73,15 @@ import { BUNDLE_ID } from "./constants/bundle-common.js";
     }, {
         pluginId: BUNDLE_ID
     });
+    // "Did this workspace already know this person?" (AGL-3289), asked by the
+    // staff console's acquisition card. Deferred like the rest: the reads load
+    // when a staff member first opens a card, not when the process starts.
+    registerPluginPersonMatcher(async (request)=>{
+        const { matchCrmPeople } = await import("./server/person-matches.js");
+        return matchCrmPeople(request);
+    }, {
+        pluginId: BUNDLE_ID
+    });
 }
 
 //# sourceMappingURL=declarations.server.js.map

package/src/lib/declarations.server.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.server.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// The contract from its own module, not the plugin-manager barrel: boot needs\n// the registry and nothing else, and the barrel reaches the client contexts.\nimport {\n  registerPluginContactCaptureWriter,\n  type PluginContactCaptureWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport { registerPluginLeadConversionListener } from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion'\nimport { BUNDLE_ID } from './constants/bundle-common'\n\n/**\n * The CRM as the plugin that keeps people.\n *\n * Light by construction, the way the workflows listener is: the capture\n * itself is imported when the first one arrives, not when the process\n * starts, so a process that never captures anybody pays for this object and\n * nothing else. That matters because this registers in EVERY server process,\n * including ones that will never touch the CRM.\n */\nexport const crmContactCaptureWriter: PluginContactCaptureWriter = {\n  async capture(request) {\n    const { captureContactForCrm } = await import('./server/capture-contact')\n    return await captureContactForCrm(request)\n  },\n}\n\n/**\n * The plugin's SERVER declarations: what the server must know at boot, before\n * any door of the CRM has been called.\n *\n * ## Why a declaration and not a `tenantApi` registration\n *\n * The doors that meet a person mostly never load this plugin. A form\n * submission is a core route; an order and a booking are captured inside\n * STRIPE WEBHOOKS. None of them has a reason to load the CRM, and a registry\n * filled by a surface that did not load answers `null` — which\n * `capturePluginContact` defines as \"this workspace has no record system\", a\n * sentence that would be false and silent. Orders would stop creating\n * contacts with nothing red anywhere, which is the AGL-3025 shape.\n *\n * Running from both apps' generated server-declarations manifest at boot is\n * what makes the answer true in every process. It is also called from the\n * plugin's own API register functions, so a process whose boot did not run it\n * still registers the writer the first time a CRM door loads. Registering\n * twice replaces in place.\n *\n * ⚠️ The registry holds ONE writer: a workspace keeps one set of people. A\n * second plugin's is refused naming both, and the incumbent keeps serving.\n */\nexport function registerCrmServerDeclarations(): void {\n  registerPluginContactCaptureWriter(crmContactCaptureWriter, {\n    pluginId: BUNDLE_ID,\n  })\n  // The CRM's own share of a lead conversion (AGL-3254): the lead's\n  // campaigns go onto the contact's facet. Through the seam every door\n  // that converts a lead reaches, and deferred like the capture: the\n  // module that writes is loaded when the first conversion arrives, and\n  // it brings the Admin SDK with it — this file defers the plugin's OWN\n  // module only. A library imported statically across the plugin cannot\n  // also be lazy-loaded here: `enforce-module-boundaries` refuses every\n  // static import of a library the project lazy-loads anywhere.\n  registerPluginLeadConversionListener(\n    async (request) => {\n      const { carryLeadCampaignsOnConversion } =\n        await import('./server/lead-campaign-carry')\n      return carryLeadCampaignsOnConversion(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n}\n"],"names":["registerPluginContactCaptureWriter","registerPluginLeadConversionListener","BUNDLE_ID","crmContactCaptureWriter","capture","request","captureContactForCrm","registerCrmServerDeclarations","pluginId","carryLeadCampaignsOnConversion"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,8EAA8E;AAC9E,6EAA6E;AAC7E,SACEA,kCAAkC,QAE7B,qDAAoD;AAC3D,SAASC,oCAAoC,QAAQ,qDAAoD;AACzG,SAASC,SAAS,QAAQ,+BAA2B;AAErD;;;;;;;;CAQC,GACD,OAAO,MAAMC,0BAAsD;IACjE,MAAMC,SAAQC,OAAO;QACnB,MAAM,EAAEC,oBAAoB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC9C,OAAO,MAAMA,qBAAqBD;IACpC;AACF,EAAC;AAED;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,SAASE;IACdP,mCAAmCG,yBAAyB;QAC1DK,UAAUN;IACZ;IACA,kEAAkE;IAClE,qEAAqE;IACrE,mEAAmE;IACnE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,8DAA8D;IAC9DD,qCACE,OAAOI;QACL,MAAM,EAAEI,8BAA8B,EAAE,GACtC,MAAM,MAAM,CAAC;QACf,OAAOA,+BAA+BJ;IACxC,GACA;QAAEG,UAAUN;IAAU;AAE1B"}
+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.server.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// The contract from its own module, not the plugin-manager barrel: boot needs\n// the registry and nothing else, and the barrel reaches the client contexts.\nimport {\n  registerPluginContactCaptureWriter,\n  type PluginContactCaptureWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport { registerPluginLeadConversionListener } from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion'\nimport { registerPluginPersonMatcher } from '@aglyn/aglyn/plugin-manager/plugin-person-matches'\nimport { BUNDLE_ID } from './constants/bundle-common'\n\n/**\n * The CRM as the plugin that keeps people.\n *\n * Light by construction, the way the workflows listener is: the capture\n * itself is imported when the first one arrives, not when the process\n * starts, so a process that never captures anybody pays for this object and\n * nothing else. That matters because this registers in EVERY server process,\n * including ones that will never touch the CRM.\n */\nexport const crmContactCaptureWriter: PluginContactCaptureWriter = {\n  async capture(request) {\n    const { captureContactForCrm } = await import('./server/capture-contact')\n    return await captureContactForCrm(request)\n  },\n}\n\n/**\n * The plugin's SERVER declarations: what the server must know at boot, before\n * any door of the CRM has been called.\n *\n * ## Why a declaration and not a `tenantApi` registration\n *\n * The doors that meet a person mostly never load this plugin. A form\n * submission is a core route; an order and a booking are captured inside\n * STRIPE WEBHOOKS. None of them has a reason to load the CRM, and a registry\n * filled by a surface that did not load answers `null` — which\n * `capturePluginContact` defines as \"this workspace has no record system\", a\n * sentence that would be false and silent. Orders would stop creating\n * contacts with nothing red anywhere, which is the AGL-3025 shape.\n *\n * Running from both apps' generated server-declarations manifest at boot is\n * what makes the answer true in every process. It is also called from the\n * plugin's own API register functions, so a process whose boot did not run it\n * still registers the writer the first time a CRM door loads. Registering\n * twice replaces in place.\n *\n * ⚠️ The registry holds ONE writer: a workspace keeps one set of people. A\n * second plugin's is refused naming both, and the incumbent keeps serving.\n */\nexport function registerCrmServerDeclarations(): void {\n  registerPluginContactCaptureWriter(crmContactCaptureWriter, {\n    pluginId: BUNDLE_ID,\n  })\n  // The CRM's own share of a lead conversion (AGL-3254): the lead's\n  // campaigns go onto the contact's facet. Through the seam every door\n  // that converts a lead reaches, and deferred like the capture: the\n  // module that writes is loaded when the first conversion arrives, and\n  // it brings the Admin SDK with it — this file defers the plugin's OWN\n  // module only. A library imported statically across the plugin cannot\n  // also be lazy-loaded here: `enforce-module-boundaries` refuses every\n  // static import of a library the project lazy-loads anywhere.\n  registerPluginLeadConversionListener(\n    async (request) => {\n      const { carryLeadCampaignsOnConversion } =\n        await import('./server/lead-campaign-carry')\n      return carryLeadCampaignsOnConversion(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // \"Did this workspace already know this person?\" (AGL-3289), asked by the\n  // staff console's acquisition card. Deferred like the rest: the reads load\n  // when a staff member first opens a card, not when the process starts.\n  registerPluginPersonMatcher(\n    async (request) => {\n      const { matchCrmPeople } = await import('./server/person-matches')\n      return matchCrmPeople(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n}\n"],"names":["registerPluginContactCaptureWriter","registerPluginLeadConversionListener","registerPluginPersonMatcher","BUNDLE_ID","crmContactCaptureWriter","capture","request","captureContactForCrm","registerCrmServerDeclarations","pluginId","carryLeadCampaignsOnConversion","matchCrmPeople"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,8EAA8E;AAC9E,6EAA6E;AAC7E,SACEA,kCAAkC,QAE7B,qDAAoD;AAC3D,SAASC,oCAAoC,QAAQ,qDAAoD;AACzG,SAASC,2BAA2B,QAAQ,oDAAmD;AAC/F,SAASC,SAAS,QAAQ,+BAA2B;AAErD;;;;;;;;CAQC,GACD,OAAO,MAAMC,0BAAsD;IACjE,MAAMC,SAAQC,OAAO;QACnB,MAAM,EAAEC,oBAAoB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC9C,OAAO,MAAMA,qBAAqBD;IACpC;AACF,EAAC;AAED;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,SAASE;IACdR,mCAAmCI,yBAAyB;QAC1DK,UAAUN;IACZ;IACA,kEAAkE;IAClE,qEAAqE;IACrE,mEAAmE;IACnE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,8DAA8D;IAC9DF,qCACE,OAAOK;QACL,MAAM,EAAEI,8BAA8B,EAAE,GACtC,MAAM,MAAM,CAAC;QACf,OAAOA,+BAA+BJ;IACxC,GACA;QAAEG,UAAUN;IAAU;IAExB,0EAA0E;IAC1E,2EAA2E;IAC3E,uEAAuE;IACvED,4BACE,OAAOI;QACL,MAAM,EAAEK,cAAc,EAAE,GAAG,MAAM,MAAM,CAAC;QACxC,OAAOA,eAAeL;IACxB,GACA;QAAEG,UAAUN;IAAU;AAE1B"}

package/src/lib/model/crm-routes.d.ts

@@ -14,7 +14,7 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import { type ConsolePluginPageProps } from '@aglyn/aglyn';
+import type { ConsolePluginPageProps } from '@aglyn/aglyn/plugin-manager/feature-plugins';
 import type { CrmConsoleSectionId } from '../components/crm-console-sections';
 /**
  * Every address inside the Contacts surface, built from the one string the

package/src/lib/model/crm-routes.js

@@ -13,7 +13,10 @@
  * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  * See the License for the specific language governing permissions and
  * limitations under the License.
- */ import { CRM_CONTACTS_EMAIL_PARAM } from "@aglyn/aglyn";
+ */ // Each from its own module, not the `@aglyn/aglyn` barrel: the server-side
+// person matcher builds its links here, and the barrel reaches the client
+// contexts no server graph may load.
+import { CRM_CONTACTS_EMAIL_PARAM } from "@aglyn/aglyn/app-utils/console-record-links";
 import { CRM_VIEW_PARAM } from "./crm-view-param.js";
 /**
  * Every address inside the Contacts surface, built from the one string the

package/src/lib/model/crm-routes.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-routes.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 { CRM_CONTACTS_EMAIL_PARAM, type ConsolePluginPageProps } from '@aglyn/aglyn'\nimport type { CrmConsoleSectionId } from '../components/crm-console-sections'\nimport { CRM_VIEW_PARAM } from './crm-view-param'\n\n/**\n * Every address inside the Contacts surface, built from the one string the\n * shell hands the page (AGL-2595).\n *\n * The hub owns three kinds of deeper route — `people/{contactId}`,\n * `companies/{companyId}`, `deals/{dealId}` — and eight surfaces link into\n * them: a deal names its contact and company, a task names all three, a\n * report drills into a deal, an activity names whoever it happened with.\n * Eight surfaces each spelling `${basePath}/people/${id}` is eight places\n * for one of them to spell it `contacts/`, and a link that 404s inside the\n * hub is indistinguishable from a record that was deleted.\n *\n * The id is URL-encoded because Firestore ids are opaque: the console mints\n * them, but an import or an API caller may not, and a slash in an id would\n * otherwise read as a further segment.\n */\nexport function crmRoutes(basePath: string) {\n  const section = (id: CrmConsoleSectionId) => `${basePath}/${id}`\n  return {\n    section,\n    contact: (id: string) => `${section('contacts')}/${encodeURIComponent(id)}`,\n    /**\n     * The Contacts list narrowed to the people one form captured (AGL-2612):\n     * source `form`, and the `formIds` filter on the form's id. The form's\n     * own page links here; the list reads the two keys back through\n     * `contactsListSeed`, which is the other half of this address.\n     */\n    contactsByForm: (formId: string) =>\n      `${section('contacts')}?${new URLSearchParams({\n        [CONTACTS_LIST_SOURCE_PARAM]: 'form',\n        [CONTACTS_LIST_FORM_PARAM]: formId,\n      }).toString()}`,\n    /**\n     * The Contacts list asked to OPEN the one person with this address\n     * (AGL-2612). The list is the lookup: a contact's id is minted at\n     * capture and nothing outside the CRM holds it, so a surface that has\n     * only an email — an Inbox submission row — links here, the list\n     * filters on the address (a whole-collection query, under the scope\n     * the viewer may read) and moves straight on to the record when exactly\n     * one matches. No match leaves the filtered list on screen, which is\n     * the honest answer for a submission whose contact the band dropped.\n     */\n    contactByEmail: (email: string) =>\n      `${section('contacts')}?${new URLSearchParams({\n        [CONTACTS_LIST_EMAIL_PARAM]: email,\n      }).toString()}`,\n    /**\n     * A lead's page: the id alone, at both levels (AGL-3275).\n     *\n     * This carried the SITE as a segment before the id at the organization\n     * level, and had to: a lead's id is a person key, `hosts/{hostId}/leads`\n     * was host-scoped by path, and so an address that two sites had both met\n     * was two documents with the same id — which the id alone could not tell\n     * apart. One org collection makes the person key unambiguous again, and a\n     * lead addresses like every other CRM record.\n     */\n    lead: (id: string) => `${section('leads')}/${encodeURIComponent(id)}`,\n    company: (id: string) => `${section('companies')}/${encodeURIComponent(id)}`,\n    deal: (id: string) => `${section('deals')}/${encodeURIComponent(id)}`,\n    /**\n     * A section opened on one of its saved views (AGL-2617). The list reads\n     * the key back through `crmViewIdFromParams`; the same key composes\n     * with the Contacts seeds above, which is why it is a query key and not\n     * a path segment.\n     */\n    sectionView: (id: CrmConsoleSectionId, viewId: string) =>\n      `${section(id)}?${new URLSearchParams({\n        [CRM_VIEW_PARAM]: viewId,\n      }).toString()}`,\n  }\n}\n\n/**\n * The query keys the Contacts list reads on arrival — written by the two\n * builders above and parsed by `contactsListSeed`, named once so neither\n * side can misspell the other.\n */\nexport const CONTACTS_LIST_SOURCE_PARAM = 'source'\nexport const CONTACTS_LIST_FORM_PARAM = 'formId'\n/**\n * The email key is the SHARED constant (AGL-2622): the console app — which\n * the module boundaries keep from importing this plugin — builds the same\n * address through `crmContactByEmailHref`, and `crm-routes.spec.ts` pins\n * `contactByEmail` against it so the plugin and the app cannot spell the\n * key two ways.\n */\nexport const CONTACTS_LIST_EMAIL_PARAM = CRM_CONTACTS_EMAIL_PARAM\n\nexport type CrmRoutes = ReturnType<typeof crmRoutes>\n\n/**\n * What the hub hands a record page: the shell's context, the record's id and\n * the surface's own path so the page can link back to its list.\n *\n * `basePath` is required here where the shell's prop is optional, because a\n * record page is only ever reached THROUGH the hub, which has already refused\n * to render without one.\n */\nexport type CrmDetailPageProps = Pick<\n  ConsolePluginPageProps,\n  'hostId' | 'org' | 'permissions' | 'releaseFlag' | 'hostRole'\n> & {\n  id: string\n  basePath: string\n}\n"],"names":["CRM_CONTACTS_EMAIL_PARAM","CRM_VIEW_PARAM","crmRoutes","basePath","section","id","contact","encodeURIComponent","contactsByForm","formId","URLSearchParams","CONTACTS_LIST_SOURCE_PARAM","CONTACTS_LIST_FORM_PARAM","toString","contactByEmail","email","CONTACTS_LIST_EMAIL_PARAM","lead","company","deal","sectionView","viewId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,wBAAwB,QAAqC,eAAc;AAEpF,SAASC,cAAc,QAAQ,sBAAkB;AAEjD;;;;;;;;;;;;;;;CAeC,GACD,OAAO,SAASC,UAAUC,QAAgB;IACxC,MAAMC,UAAU,CAACC,KAA4B,GAAGF,SAAS,CAAC,EAAEE,IAAI;IAChE,OAAO;QACLD;QACAE,SAAS,CAACD,KAAe,GAAGD,QAAQ,YAAY,CAAC,EAAEG,mBAAmBF,KAAK;QAC3E;;;;;KAKC,GACDG,gBAAgB,CAACC,SACf,GAAGL,QAAQ,YAAY,CAAC,EAAE,IAAIM,gBAAgB;gBAC5C,CAACC,2BAA2B,EAAE;gBAC9B,CAACC,yBAAyB,EAAEH;YAC9B,GAAGI,QAAQ,IAAI;QACjB;;;;;;;;;KASC,GACDC,gBAAgB,CAACC,QACf,GAAGX,QAAQ,YAAY,CAAC,EAAE,IAAIM,gBAAgB;gBAC5C,CAACM,0BAA0B,EAAED;YAC/B,GAAGF,QAAQ,IAAI;QACjB;;;;;;;;;KASC,GACDI,MAAM,CAACZ,KAAe,GAAGD,QAAQ,SAAS,CAAC,EAAEG,mBAAmBF,KAAK;QACrEa,SAAS,CAACb,KAAe,GAAGD,QAAQ,aAAa,CAAC,EAAEG,mBAAmBF,KAAK;QAC5Ec,MAAM,CAACd,KAAe,GAAGD,QAAQ,SAAS,CAAC,EAAEG,mBAAmBF,KAAK;QACrE;;;;;KAKC,GACDe,aAAa,CAACf,IAAyBgB,SACrC,GAAGjB,QAAQC,IAAI,CAAC,EAAE,IAAIK,gBAAgB;gBACpC,CAACT,eAAe,EAAEoB;YACpB,GAAGR,QAAQ,IAAI;IACnB;AACF;AAEA;;;;CAIC,GACD,OAAO,MAAMF,6BAA6B,SAAQ;AAClD,OAAO,MAAMC,2BAA2B,SAAQ;AAChD;;;;;;CAMC,GACD,OAAO,MAAMI,4BAA4BhB,yBAAwB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-routes.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// Each from its own module, not the `@aglyn/aglyn` barrel: the server-side\n// person matcher builds its links here, and the barrel reaches the client\n// contexts no server graph may load.\nimport { CRM_CONTACTS_EMAIL_PARAM } from '@aglyn/aglyn/app-utils/console-record-links'\nimport type { ConsolePluginPageProps } from '@aglyn/aglyn/plugin-manager/feature-plugins'\nimport type { CrmConsoleSectionId } from '../components/crm-console-sections'\nimport { CRM_VIEW_PARAM } from './crm-view-param'\n\n/**\n * Every address inside the Contacts surface, built from the one string the\n * shell hands the page (AGL-2595).\n *\n * The hub owns three kinds of deeper route — `people/{contactId}`,\n * `companies/{companyId}`, `deals/{dealId}` — and eight surfaces link into\n * them: a deal names its contact and company, a task names all three, a\n * report drills into a deal, an activity names whoever it happened with.\n * Eight surfaces each spelling `${basePath}/people/${id}` is eight places\n * for one of them to spell it `contacts/`, and a link that 404s inside the\n * hub is indistinguishable from a record that was deleted.\n *\n * The id is URL-encoded because Firestore ids are opaque: the console mints\n * them, but an import or an API caller may not, and a slash in an id would\n * otherwise read as a further segment.\n */\nexport function crmRoutes(basePath: string) {\n  const section = (id: CrmConsoleSectionId) => `${basePath}/${id}`\n  return {\n    section,\n    contact: (id: string) => `${section('contacts')}/${encodeURIComponent(id)}`,\n    /**\n     * The Contacts list narrowed to the people one form captured (AGL-2612):\n     * source `form`, and the `formIds` filter on the form's id. The form's\n     * own page links here; the list reads the two keys back through\n     * `contactsListSeed`, which is the other half of this address.\n     */\n    contactsByForm: (formId: string) =>\n      `${section('contacts')}?${new URLSearchParams({\n        [CONTACTS_LIST_SOURCE_PARAM]: 'form',\n        [CONTACTS_LIST_FORM_PARAM]: formId,\n      }).toString()}`,\n    /**\n     * The Contacts list asked to OPEN the one person with this address\n     * (AGL-2612). The list is the lookup: a contact's id is minted at\n     * capture and nothing outside the CRM holds it, so a surface that has\n     * only an email — an Inbox submission row — links here, the list\n     * filters on the address (a whole-collection query, under the scope\n     * the viewer may read) and moves straight on to the record when exactly\n     * one matches. No match leaves the filtered list on screen, which is\n     * the honest answer for a submission whose contact the band dropped.\n     */\n    contactByEmail: (email: string) =>\n      `${section('contacts')}?${new URLSearchParams({\n        [CONTACTS_LIST_EMAIL_PARAM]: email,\n      }).toString()}`,\n    /**\n     * A lead's page: the id alone, at both levels (AGL-3275).\n     *\n     * This carried the SITE as a segment before the id at the organization\n     * level, and had to: a lead's id is a person key, `hosts/{hostId}/leads`\n     * was host-scoped by path, and so an address that two sites had both met\n     * was two documents with the same id — which the id alone could not tell\n     * apart. One org collection makes the person key unambiguous again, and a\n     * lead addresses like every other CRM record.\n     */\n    lead: (id: string) => `${section('leads')}/${encodeURIComponent(id)}`,\n    company: (id: string) => `${section('companies')}/${encodeURIComponent(id)}`,\n    deal: (id: string) => `${section('deals')}/${encodeURIComponent(id)}`,\n    /**\n     * A section opened on one of its saved views (AGL-2617). The list reads\n     * the key back through `crmViewIdFromParams`; the same key composes\n     * with the Contacts seeds above, which is why it is a query key and not\n     * a path segment.\n     */\n    sectionView: (id: CrmConsoleSectionId, viewId: string) =>\n      `${section(id)}?${new URLSearchParams({\n        [CRM_VIEW_PARAM]: viewId,\n      }).toString()}`,\n  }\n}\n\n/**\n * The query keys the Contacts list reads on arrival — written by the two\n * builders above and parsed by `contactsListSeed`, named once so neither\n * side can misspell the other.\n */\nexport const CONTACTS_LIST_SOURCE_PARAM = 'source'\nexport const CONTACTS_LIST_FORM_PARAM = 'formId'\n/**\n * The email key is the SHARED constant (AGL-2622): the console app — which\n * the module boundaries keep from importing this plugin — builds the same\n * address through `crmContactByEmailHref`, and `crm-routes.spec.ts` pins\n * `contactByEmail` against it so the plugin and the app cannot spell the\n * key two ways.\n */\nexport const CONTACTS_LIST_EMAIL_PARAM = CRM_CONTACTS_EMAIL_PARAM\n\nexport type CrmRoutes = ReturnType<typeof crmRoutes>\n\n/**\n * What the hub hands a record page: the shell's context, the record's id and\n * the surface's own path so the page can link back to its list.\n *\n * `basePath` is required here where the shell's prop is optional, because a\n * record page is only ever reached THROUGH the hub, which has already refused\n * to render without one.\n */\nexport type CrmDetailPageProps = Pick<\n  ConsolePluginPageProps,\n  'hostId' | 'org' | 'permissions' | 'releaseFlag' | 'hostRole'\n> & {\n  id: string\n  basePath: string\n}\n"],"names":["CRM_CONTACTS_EMAIL_PARAM","CRM_VIEW_PARAM","crmRoutes","basePath","section","id","contact","encodeURIComponent","contactsByForm","formId","URLSearchParams","CONTACTS_LIST_SOURCE_PARAM","CONTACTS_LIST_FORM_PARAM","toString","contactByEmail","email","CONTACTS_LIST_EMAIL_PARAM","lead","company","deal","sectionView","viewId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,2EAA2E;AAC3E,0EAA0E;AAC1E,qCAAqC;AACrC,SAASA,wBAAwB,QAAQ,8CAA6C;AAGtF,SAASC,cAAc,QAAQ,sBAAkB;AAEjD;;;;;;;;;;;;;;;CAeC,GACD,OAAO,SAASC,UAAUC,QAAgB;IACxC,MAAMC,UAAU,CAACC,KAA4B,GAAGF,SAAS,CAAC,EAAEE,IAAI;IAChE,OAAO;QACLD;QACAE,SAAS,CAACD,KAAe,GAAGD,QAAQ,YAAY,CAAC,EAAEG,mBAAmBF,KAAK;QAC3E;;;;;KAKC,GACDG,gBAAgB,CAACC,SACf,GAAGL,QAAQ,YAAY,CAAC,EAAE,IAAIM,gBAAgB;gBAC5C,CAACC,2BAA2B,EAAE;gBAC9B,CAACC,yBAAyB,EAAEH;YAC9B,GAAGI,QAAQ,IAAI;QACjB;;;;;;;;;KASC,GACDC,gBAAgB,CAACC,QACf,GAAGX,QAAQ,YAAY,CAAC,EAAE,IAAIM,gBAAgB;gBAC5C,CAACM,0BAA0B,EAAED;YAC/B,GAAGF,QAAQ,IAAI;QACjB;;;;;;;;;KASC,GACDI,MAAM,CAACZ,KAAe,GAAGD,QAAQ,SAAS,CAAC,EAAEG,mBAAmBF,KAAK;QACrEa,SAAS,CAACb,KAAe,GAAGD,QAAQ,aAAa,CAAC,EAAEG,mBAAmBF,KAAK;QAC5Ec,MAAM,CAACd,KAAe,GAAGD,QAAQ,SAAS,CAAC,EAAEG,mBAAmBF,KAAK;QACrE;;;;;KAKC,GACDe,aAAa,CAACf,IAAyBgB,SACrC,GAAGjB,QAAQC,IAAI,CAAC,EAAE,IAAIK,gBAAgB;gBACpC,CAACT,eAAe,EAAEoB;YACpB,GAAGR,QAAQ,IAAI;IACnB;AACF;AAEA;;;;CAIC,GACD,OAAO,MAAMF,6BAA6B,SAAQ;AAClD,OAAO,MAAMC,2BAA2B,SAAQ;AAChD;;;;;;CAMC,GACD,OAAO,MAAMI,4BAA4BhB,yBAAwB"}

package/src/lib/model/person-name-match.d.ts

@@ -0,0 +1,20 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+/** A name's words, without accents, case or punctuation; initials dropped. */
+export declare function nameWords(name: string | null | undefined): string[];
+/** Whether two names plausibly name one person. */
+export declare function namesResemble(a: string | null | undefined, b: string | null | undefined): boolean;

package/src/lib/model/person-name-match.js

@@ -0,0 +1,121 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ /**
+ * Whether two people's names plausibly belong to one person — the "possible"
+ * half of the sign-up cross-check (AGL-3289).
+ *
+ * Deliberately conservative, because a false "possible" sends a salesperson
+ * after the wrong person. Both names need a first and a last word; the LAST
+ * words must be identical; and the first words must be the same name — equal,
+ * one a clipped form of the other ("Matt"/"Matthew"), a common nickname
+ * ("Bob"/"Robert"), or one typo apart. A single-word name never matches: one
+ * word is too common to mean anyone in particular.
+ */ /** Nicknames that are not simply a clipped form of the full name. */ const NICKNAMES = {
+    bob: 'robert',
+    bobby: 'robert',
+    bill: 'william',
+    billy: 'william',
+    liam: 'william',
+    liz: 'elizabeth',
+    beth: 'elizabeth',
+    betty: 'elizabeth',
+    jim: 'james',
+    jimmy: 'james',
+    mike: 'michael',
+    dave: 'david',
+    kate: 'katherine',
+    katie: 'katherine',
+    kathy: 'katherine',
+    cathy: 'catherine',
+    tom: 'thomas',
+    tommy: 'thomas',
+    joe: 'joseph',
+    joey: 'joseph',
+    tony: 'anthony',
+    andy: 'andrew',
+    drew: 'andrew',
+    rick: 'richard',
+    dick: 'richard',
+    ted: 'edward',
+    eddie: 'edward',
+    jenny: 'jennifer',
+    meg: 'margaret',
+    maggie: 'margaret',
+    peggy: 'margaret',
+    sue: 'susan',
+    nate: 'nathan',
+    larry: 'lawrence',
+    charlie: 'charles',
+    chuck: 'charles',
+    hank: 'henry',
+    harry: 'henry',
+    jack: 'john',
+    johnny: 'john',
+    jon: 'john',
+    abby: 'abigail',
+    becky: 'rebecca',
+    vicky: 'victoria',
+    tori: 'victoria',
+    mandy: 'amanda'
+};
+/** A name's words, without accents, case or punctuation; initials dropped. */ export function nameWords(name) {
+    if (typeof name !== 'string') return [];
+    return name.normalize('NFD').replace(RegExp("[\\u0300-\\u036F\\u0483-\\u0489\\u0591-\\u05BD\\u05BF\\u05C1-\\u05C2\\u05C4-\\u05C5\\u05C7\\u0610-\\u061A\\u064B-\\u065F\\u0670\\u06D6-\\u06DC\\u06DF-\\u06E4\\u06E7-\\u06E8\\u06EA-\\u06ED\\u0711\\u0730-\\u074A\\u07A6-\\u07B0\\u07EB-\\u07F3\\u07FD\\u0816-\\u0819\\u081B-\\u0823\\u0825-\\u0827\\u0829-\\u082D\\u0859-\\u085B\\u0897-\\u089F\\u08CA-\\u08E1\\u08E3-\\u0903\\u093A-\\u093C\\u093E-\\u094F\\u0951-\\u0957\\u0962-\\u0963\\u0981-\\u0983\\u09BC\\u09BE-\\u09C4\\u09C7-\\u09C8\\u09CB-\\u09CD\\u09D7\\u09E2-\\u09E3\\u09FE\\u0A01-\\u0A03\\u0A3C\\u0A3E-\\u0A42\\u0A47-\\u0A48\\u0A4B-\\u0A4D\\u0A51\\u0A70-\\u0A71\\u0A75\\u0A81-\\u0A83\\u0ABC\\u0ABE-\\u0AC5\\u0AC7-\\u0AC9\\u0ACB-\\u0ACD\\u0AE2-\\u0AE3\\u0AFA-\\u0AFF\\u0B01-\\u0B03\\u0B3C\\u0B3E-\\u0B44\\u0B47-\\u0B48\\u0B4B-\\u0B4D\\u0B55-\\u0B57\\u0B62-\\u0B63\\u0B82\\u0BBE-\\u0BC2\\u0BC6-\\u0BC8\\u0BCA-\\u0BCD\\u0BD7\\u0C00-\\u0C04\\u0C3C\\u0C3E-\\u0C44\\u0C46-\\u0C48\\u0C4A-\\u0C4D\\u0C55-\\u0C56\\u0C62-\\u0C63\\u0C81-\\u0C83\\u0CBC\\u0CBE-\\u0CC4\\u0CC6-\\u0CC8\\u0CCA-\\u0CCD\\u0CD5-\\u0CD6\\u0CE2-\\u0CE3\\u0CF3\\u0D00-\\u0D03\\u0D3B-\\u0D3C\\u0D3E-\\u0D44\\u0D46-\\u0D48\\u0D4A-\\u0D4D\\u0D57\\u0D62-\\u0D63\\u0D81-\\u0D83\\u0DCA\\u0DCF-\\u0DD4\\u0DD6\\u0DD8-\\u0DDF\\u0DF2-\\u0DF3\\u0E31\\u0E34-\\u0E3A\\u0E47-\\u0E4E\\u0EB1\\u0EB4-\\u0EBC\\u0EC8-\\u0ECE\\u0F18-\\u0F19\\u0F35\\u0F37\\u0F39\\u0F3E-\\u0F3F\\u0F71-\\u0F84\\u0F86-\\u0F87\\u0F8D-\\u0F97\\u0F99-\\u0FBC\\u0FC6\\u102B-\\u103E\\u1056-\\u1059\\u105E-\\u1060\\u1062-\\u1064\\u1067-\\u106D\\u1071-\\u1074\\u1082-\\u108D\\u108F\\u109A-\\u109D\\u135D-\\u135F\\u1712-\\u1715\\u1732-\\u1734\\u1752-\\u1753\\u1772-\\u1773\\u17B4-\\u17D3\\u17DD\\u180B-\\u180D\\u180F\\u1885-\\u1886\\u18A9\\u1920-\\u192B\\u1930-\\u193B\\u1A17-\\u1A1B\\u1A55-\\u1A5E\\u1A60-\\u1A7C\\u1A7F\\u1AB0-\\u1ADD\\u1AE0-\\u1AEB\\u1B00-\\u1B04\\u1B34-\\u1B44\\u1B6B-\\u1B73\\u1B80-\\u1B82\\u1BA1-\\u1BAD\\u1BE6-\\u1BF3\\u1C24-\\u1C37\\u1CD0-\\u1CD2\\u1CD4-\\u1CE8\\u1CED\\u1CF4\\u1CF7-\\u1CF9\\u1DC0-\\u1DFF\\u20D0-\\u20F0\\u2CEF-\\u2CF1\\u2D7F\\u2DE0-\\u2DFF\\u302A-\\u302F\\u3099-\\u309A\\uA66F-\\uA672\\uA674-\\uA67D\\uA69E-\\uA69F\\uA6F0-\\uA6F1\\uA802\\uA806\\uA80B\\uA823-\\uA827\\uA82C\\uA880-\\uA881\\uA8B4-\\uA8C5\\uA8E0-\\uA8F1\\uA8FF\\uA926-\\uA92D\\uA947-\\uA953\\uA980-\\uA983\\uA9B3-\\uA9C0\\uA9E5\\uAA29-\\uAA36\\uAA43\\uAA4C-\\uAA4D\\uAA7B-\\uAA7D\\uAAB0\\uAAB2-\\uAAB4\\uAAB7-\\uAAB8\\uAABE-\\uAABF\\uAAC1\\uAAEB-\\uAAEF\\uAAF5-\\uAAF6\\uABE3-\\uABEA\\uABEC-\\uABED\\uFB1E\\uFE00-\\uFE0F\\uFE20-\\uFE2F\\u{101FD}\\u{102E0}\\u{10376}-\\u{1037A}\\u{10A01}-\\u{10A03}\\u{10A05}-\\u{10A06}\\u{10A0C}-\\u{10A0F}\\u{10A38}-\\u{10A3A}\\u{10A3F}\\u{10AE5}-\\u{10AE6}\\u{10D24}-\\u{10D27}\\u{10D69}-\\u{10D6D}\\u{10EAB}-\\u{10EAC}\\u{10EFA}-\\u{10EFF}\\u{10F46}-\\u{10F50}\\u{10F82}-\\u{10F85}\\u{11000}-\\u{11002}\\u{11038}-\\u{11046}\\u{11070}\\u{11073}-\\u{11074}\\u{1107F}-\\u{11082}\\u{110B0}-\\u{110BA}\\u{110C2}\\u{11100}-\\u{11102}\\u{11127}-\\u{11134}\\u{11145}-\\u{11146}\\u{11173}\\u{11180}-\\u{11182}\\u{111B3}-\\u{111C0}\\u{111C9}-\\u{111CC}\\u{111CE}-\\u{111CF}\\u{1122C}-\\u{11237}\\u{1123E}\\u{11241}\\u{112DF}-\\u{112EA}\\u{11300}-\\u{11303}\\u{1133B}-\\u{1133C}\\u{1133E}-\\u{11344}\\u{11347}-\\u{11348}\\u{1134B}-\\u{1134D}\\u{11357}\\u{11362}-\\u{11363}\\u{11366}-\\u{1136C}\\u{11370}-\\u{11374}\\u{113B8}-\\u{113C0}\\u{113C2}\\u{113C5}\\u{113C7}-\\u{113CA}\\u{113CC}-\\u{113D0}\\u{113D2}\\u{113E1}-\\u{113E2}\\u{11435}-\\u{11446}\\u{1145E}\\u{114B0}-\\u{114C3}\\u{115AF}-\\u{115B5}\\u{115B8}-\\u{115C0}\\u{115DC}-\\u{115DD}\\u{11630}-\\u{11640}\\u{116AB}-\\u{116B7}\\u{1171D}-\\u{1172B}\\u{1182C}-\\u{1183A}\\u{11930}-\\u{11935}\\u{11937}-\\u{11938}\\u{1193B}-\\u{1193E}\\u{11940}\\u{11942}-\\u{11943}\\u{119D1}-\\u{119D7}\\u{119DA}-\\u{119E0}\\u{119E4}\\u{11A01}-\\u{11A0A}\\u{11A33}-\\u{11A39}\\u{11A3B}-\\u{11A3E}\\u{11A47}\\u{11A51}-\\u{11A5B}\\u{11A8A}-\\u{11A99}\\u{11B60}-\\u{11B67}\\u{11C2F}-\\u{11C36}\\u{11C38}-\\u{11C3F}\\u{11C92}-\\u{11CA7}\\u{11CA9}-\\u{11CB6}\\u{11D31}-\\u{11D36}\\u{11D3A}\\u{11D3C}-\\u{11D3D}\\u{11D3F}-\\u{11D45}\\u{11D47}\\u{11D8A}-\\u{11D8E}\\u{11D90}-\\u{11D91}\\u{11D93}-\\u{11D97}\\u{11EF3}-\\u{11EF6}\\u{11F00}-\\u{11F01}\\u{11F03}\\u{11F34}-\\u{11F3A}\\u{11F3E}-\\u{11F42}\\u{11F5A}\\u{13440}\\u{13447}-\\u{13455}\\u{1611E}-\\u{1612F}\\u{16AF0}-\\u{16AF4}\\u{16B30}-\\u{16B36}\\u{16F4F}\\u{16F51}-\\u{16F87}\\u{16F8F}-\\u{16F92}\\u{16FE4}\\u{16FF0}-\\u{16FF1}\\u{1BC9D}-\\u{1BC9E}\\u{1CF00}-\\u{1CF2D}\\u{1CF30}-\\u{1CF46}\\u{1D165}-\\u{1D169}\\u{1D16D}-\\u{1D172}\\u{1D17B}-\\u{1D182}\\u{1D185}-\\u{1D18B}\\u{1D1AA}-\\u{1D1AD}\\u{1D242}-\\u{1D244}\\u{1DA00}-\\u{1DA36}\\u{1DA3B}-\\u{1DA6C}\\u{1DA75}\\u{1DA84}\\u{1DA9B}-\\u{1DA9F}\\u{1DAA1}-\\u{1DAAF}\\u{1E000}-\\u{1E006}\\u{1E008}-\\u{1E018}\\u{1E01B}-\\u{1E021}\\u{1E023}-\\u{1E024}\\u{1E026}-\\u{1E02A}\\u{1E08F}\\u{1E130}-\\u{1E136}\\u{1E2AE}\\u{1E2EC}-\\u{1E2EF}\\u{1E4EC}-\\u{1E4EF}\\u{1E5EE}-\\u{1E5EF}\\u{1E6E3}\\u{1E6E6}\\u{1E6EE}-\\u{1E6EF}\\u{1E6F5}\\u{1E8D0}-\\u{1E8D6}\\u{1E944}-\\u{1E94A}\\u{E0100}-\\u{E01EF}]", "gu"), '').toLowerCase().split(/[^a-z]+/).filter((word)=>word.length >= 2);
+}
+function withinOneEdit(a, b) {
+    if (Math.abs(a.length - b.length) > 1) return false;
+    let i = 0;
+    let j = 0;
+    let edits = 0;
+    while(i < a.length && j < b.length){
+        if (a[i] === b[j]) {
+            i++;
+            j++;
+            continue;
+        }
+        if (++edits > 1) return false;
+        if (a.length > b.length) i++;
+        else if (b.length > a.length) j++;
+        else {
+            i++;
+            j++;
+        }
+    }
+    return edits + (a.length - i) + (b.length - j) <= 1;
+}
+function sameFirstName(a, b) {
+    var _NICKNAMES_a, _NICKNAMES_b;
+    if (a === b) return true;
+    if (((_NICKNAMES_a = NICKNAMES[a]) != null ? _NICKNAMES_a : a) === ((_NICKNAMES_b = NICKNAMES[b]) != null ? _NICKNAMES_b : b)) return true;
+    const [short, long] = a.length <= b.length ? [
+        a,
+        b
+    ] : [
+        b,
+        a
+    ];
+    if (short.length >= 3 && long.startsWith(short)) return true;
+    return a.length >= 4 && b.length >= 4 && withinOneEdit(a, b);
+}
+/** Whether two names plausibly name one person. */ export function namesResemble(a, b) {
+    const left = nameWords(a);
+    const right = nameWords(b);
+    if (left.length < 2 || right.length < 2) return false;
+    if (left[left.length - 1] !== right[right.length - 1]) return false;
+    return sameFirstName(left[0], right[0]);
+}
+
+//# sourceMappingURL=person-name-match.js.map

package/src/lib/model/person-name-match.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/person-name-match.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 * Whether two people's names plausibly belong to one person — the \"possible\"\n * half of the sign-up cross-check (AGL-3289).\n *\n * Deliberately conservative, because a false \"possible\" sends a salesperson\n * after the wrong person. Both names need a first and a last word; the LAST\n * words must be identical; and the first words must be the same name — equal,\n * one a clipped form of the other (\"Matt\"/\"Matthew\"), a common nickname\n * (\"Bob\"/\"Robert\"), or one typo apart. A single-word name never matches: one\n * word is too common to mean anyone in particular.\n */\n\n/** Nicknames that are not simply a clipped form of the full name. */\nconst NICKNAMES: Readonly<Record<string, string>> = {\n  bob: 'robert',\n  bobby: 'robert',\n  bill: 'william',\n  billy: 'william',\n  liam: 'william',\n  liz: 'elizabeth',\n  beth: 'elizabeth',\n  betty: 'elizabeth',\n  jim: 'james',\n  jimmy: 'james',\n  mike: 'michael',\n  dave: 'david',\n  kate: 'katherine',\n  katie: 'katherine',\n  kathy: 'katherine',\n  cathy: 'catherine',\n  tom: 'thomas',\n  tommy: 'thomas',\n  joe: 'joseph',\n  joey: 'joseph',\n  tony: 'anthony',\n  andy: 'andrew',\n  drew: 'andrew',\n  rick: 'richard',\n  dick: 'richard',\n  ted: 'edward',\n  eddie: 'edward',\n  jenny: 'jennifer',\n  meg: 'margaret',\n  maggie: 'margaret',\n  peggy: 'margaret',\n  sue: 'susan',\n  nate: 'nathan',\n  larry: 'lawrence',\n  charlie: 'charles',\n  chuck: 'charles',\n  hank: 'henry',\n  harry: 'henry',\n  jack: 'john',\n  johnny: 'john',\n  jon: 'john',\n  abby: 'abigail',\n  becky: 'rebecca',\n  vicky: 'victoria',\n  tori: 'victoria',\n  mandy: 'amanda',\n}\n\n/** A name's words, without accents, case or punctuation; initials dropped. */\nexport function nameWords(name: string | null | undefined): string[] {\n  if (typeof name !== 'string') return []\n  return name\n    .normalize('NFD')\n    .replace(/\\p{M}/gu, '')\n    .toLowerCase()\n    .split(/[^a-z]+/)\n    .filter((word) => word.length >= 2)\n}\n\nfunction withinOneEdit(a: string, b: string): boolean {\n  if (Math.abs(a.length - b.length) > 1) return false\n  let i = 0\n  let j = 0\n  let edits = 0\n  while (i < a.length && j < b.length) {\n    if (a[i] === b[j]) {\n      i++\n      j++\n      continue\n    }\n    if (++edits > 1) return false\n    if (a.length > b.length) i++\n    else if (b.length > a.length) j++\n    else {\n      i++\n      j++\n    }\n  }\n  return edits + (a.length - i) + (b.length - j) <= 1\n}\n\nfunction sameFirstName(a: string, b: string): boolean {\n  if (a === b) return true\n  if ((NICKNAMES[a] ?? a) === (NICKNAMES[b] ?? b)) return true\n  const [short, long] = a.length <= b.length ? [a, b] : [b, a]\n  if (short.length >= 3 && long.startsWith(short)) return true\n  return a.length >= 4 && b.length >= 4 && withinOneEdit(a, b)\n}\n\n/** Whether two names plausibly name one person. */\nexport function namesResemble(a: string | null | undefined, b: string | null | undefined): boolean {\n  const left = nameWords(a)\n  const right = nameWords(b)\n  if (left.length < 2 || right.length < 2) return false\n  if (left[left.length - 1] !== right[right.length - 1]) return false\n  return sameFirstName(left[0], right[0])\n}\n"],"names":["NICKNAMES","bob","bobby","bill","billy","liam","liz","beth","betty","jim","jimmy","mike","dave","kate","katie","kathy","cathy","tom","tommy","joe","joey","tony","andy","drew","rick","dick","ted","eddie","jenny","meg","maggie","peggy","sue","nate","larry","charlie","chuck","hank","harry","jack","johnny","jon","abby","becky","vicky","tori","mandy","nameWords","name","normalize","replace","toLowerCase","split","filter","word","length","withinOneEdit","a","b","Math","abs","i","j","edits","sameFirstName","short","long","startsWith","namesResemble","left","right"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;CAUC,GAED,mEAAmE,GACnE,MAAMA,YAA8C;IAClDC,KAAK;IACLC,OAAO;IACPC,MAAM;IACNC,OAAO;IACPC,MAAM;IACNC,KAAK;IACLC,MAAM;IACNC,OAAO;IACPC,KAAK;IACLC,OAAO;IACPC,MAAM;IACNC,MAAM;IACNC,MAAM;IACNC,OAAO;IACPC,OAAO;IACPC,OAAO;IACPC,KAAK;IACLC,OAAO;IACPC,KAAK;IACLC,MAAM;IACNC,MAAM;IACNC,MAAM;IACNC,MAAM;IACNC,MAAM;IACNC,MAAM;IACNC,KAAK;IACLC,OAAO;IACPC,OAAO;IACPC,KAAK;IACLC,QAAQ;IACRC,OAAO;IACPC,KAAK;IACLC,MAAM;IACNC,OAAO;IACPC,SAAS;IACTC,OAAO;IACPC,MAAM;IACNC,OAAO;IACPC,MAAM;IACNC,QAAQ;IACRC,KAAK;IACLC,MAAM;IACNC,OAAO;IACPC,OAAO;IACPC,MAAM;IACNC,OAAO;AACT;AAEA,4EAA4E,GAC5E,OAAO,SAASC,UAAUC,IAA+B;IACvD,IAAI,OAAOA,SAAS,UAAU,OAAO,EAAE;IACvC,OAAOA,KACJC,SAAS,CAAC,OACVC,OAAO,CAAC,27JAAW,IACnBC,WAAW,GACXC,KAAK,CAAC,WACNC,MAAM,CAAC,CAACC,OAASA,KAAKC,MAAM,IAAI;AACrC;AAEA,SAASC,cAAcC,CAAS,EAAEC,CAAS;IACzC,IAAIC,KAAKC,GAAG,CAACH,EAAEF,MAAM,GAAGG,EAAEH,MAAM,IAAI,GAAG,OAAO;IAC9C,IAAIM,IAAI;IACR,IAAIC,IAAI;IACR,IAAIC,QAAQ;IACZ,MAAOF,IAAIJ,EAAEF,MAAM,IAAIO,IAAIJ,EAAEH,MAAM,CAAE;QACnC,IAAIE,CAAC,CAACI,EAAE,KAAKH,CAAC,CAACI,EAAE,EAAE;YACjBD;YACAC;YACA;QACF;QACA,IAAI,EAAEC,QAAQ,GAAG,OAAO;QACxB,IAAIN,EAAEF,MAAM,GAAGG,EAAEH,MAAM,EAAEM;aACpB,IAAIH,EAAEH,MAAM,GAAGE,EAAEF,MAAM,EAAEO;aACzB;YACHD;YACAC;QACF;IACF;IACA,OAAOC,QAASN,CAAAA,EAAEF,MAAM,GAAGM,CAAAA,IAAMH,CAAAA,EAAEH,MAAM,GAAGO,CAAAA,KAAM;AACpD;AAEA,SAASE,cAAcP,CAAS,EAAEC,CAAS;QAEpC1D,cAAwBA;IAD7B,IAAIyD,MAAMC,GAAG,OAAO;IACpB,IAAI,EAAC1D,eAAAA,SAAS,CAACyD,EAAE,YAAZzD,eAAgByD,SAAQzD,eAAAA,SAAS,CAAC0D,EAAE,YAAZ1D,eAAgB0D,IAAI,OAAO;IACxD,MAAM,CAACO,OAAOC,KAAK,GAAGT,EAAEF,MAAM,IAAIG,EAAEH,MAAM,GAAG;QAACE;QAAGC;KAAE,GAAG;QAACA;QAAGD;KAAE;IAC5D,IAAIQ,MAAMV,MAAM,IAAI,KAAKW,KAAKC,UAAU,CAACF,QAAQ,OAAO;IACxD,OAAOR,EAAEF,MAAM,IAAI,KAAKG,EAAEH,MAAM,IAAI,KAAKC,cAAcC,GAAGC;AAC5D;AAEA,iDAAiD,GACjD,OAAO,SAASU,cAAcX,CAA4B,EAAEC,CAA4B;IACtF,MAAMW,OAAOtB,UAAUU;IACvB,MAAMa,QAAQvB,UAAUW;IACxB,IAAIW,KAAKd,MAAM,GAAG,KAAKe,MAAMf,MAAM,GAAG,GAAG,OAAO;IAChD,IAAIc,IAAI,CAACA,KAAKd,MAAM,GAAG,EAAE,KAAKe,KAAK,CAACA,MAAMf,MAAM,GAAG,EAAE,EAAE,OAAO;IAC9D,OAAOS,cAAcK,IAAI,CAAC,EAAE,EAAEC,KAAK,CAAC,EAAE;AACxC"}

package/src/lib/server/person-matches.d.ts

@@ -0,0 +1,60 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import type { PluginPersonMatch, PluginPersonMatchRequest } from '@aglyn/aglyn/plugin-manager/plugin-person-matches';
+/**
+ * The CRM's answer to "did this workspace already know this person?"
+ * (AGL-3289), registered through the platform's person-match seam and asked
+ * when staff read where an account came from.
+ *
+ * Contacts and leads are both searched: by the account's address exactly —
+ * the contact through its email index, the lead by its person key — and by
+ * the account's name, as a resemblance the card shows as "possible".
+ *
+ * The account's OWN record is left out. The platform files every new account
+ * into its sales workspace as a contact whose only source is `account`, so a
+ * record like that, first seen once the account existed, is the sign-up
+ * itself and says nothing about whether anybody knew them before.
+ */
+/** How many records each collection's name scan reads, at most. */
+export declare const PERSON_NAME_SCAN_LIMIT = 5000;
+/** How many name resemblances are returned, at most. */
+export declare const PERSON_NAME_MATCH_LIMIT = 5;
+/** A contact or lead as the matcher reads it. */
+export interface PersonCandidate {
+    kind: 'contact' | 'lead';
+    id: string;
+    name: string | null;
+    email: string | null;
+    sources: string[];
+    firstSeenAtMs: number | null;
+}
+/** A contact or lead document as a candidate. */
+export declare function candidateFrom(kind: PersonCandidate['kind'], id: string, data: Record<string, unknown> | undefined): PersonCandidate;
+/** Whether a record is the one the account's own sign-up made. */
+export declare function isTheAccountsOwnRecord(candidate: PersonCandidate, accountCreatedAtMs: number | null): boolean;
+/**
+ * What to report, from what was read: every address match that is not the
+ * account itself, then up to {@link PERSON_NAME_MATCH_LIMIT} name
+ * resemblances that are neither an address match nor the account itself.
+ */
+export declare function selectPersonMatches(input: {
+    request: PluginPersonMatchRequest;
+    byEmail: readonly PersonCandidate[];
+    byName: readonly PersonCandidate[];
+}): PluginPersonMatch[];
+/** The matcher the CRM registers. Reads only. */
+export declare function matchCrmPeople(request: PluginPersonMatchRequest): Promise<PluginPersonMatch[]>;

package/src/lib/server/person-matches.js

@@ -0,0 +1,153 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ import { buildRoute, Route } from "@aglyn/aglyn/app-utils/console-routes";
+import { normalizeContactEmail } from "@aglyn/aglyn/app-utils/contacts";
+import { personKey } from "@aglyn/aglyn/app-utils/person-key";
+import { firebaseAdmin } from "@aglyn/tenant-data-admin";
+import { findContactByEmail } from "@aglyn/tenant-data-admin/server/contact-email-index";
+import { crmRoutes } from "../model/crm-routes.js";
+import { namesResemble } from "../model/person-name-match.js";
+/**
+ * The CRM's answer to "did this workspace already know this person?"
+ * (AGL-3289), registered through the platform's person-match seam and asked
+ * when staff read where an account came from.
+ *
+ * Contacts and leads are both searched: by the account's address exactly —
+ * the contact through its email index, the lead by its person key — and by
+ * the account's name, as a resemblance the card shows as "possible".
+ *
+ * The account's OWN record is left out. The platform files every new account
+ * into its sales workspace as a contact whose only source is `account`, so a
+ * record like that, first seen once the account existed, is the sign-up
+ * itself and says nothing about whether anybody knew them before.
+ */ /** How many records each collection's name scan reads, at most. */ export const PERSON_NAME_SCAN_LIMIT = 5000;
+/** How many name resemblances are returned, at most. */ export const PERSON_NAME_MATCH_LIMIT = 5;
+/** Slack between the account's creation and its own record being written. */ const OWN_RECORD_SLACK_MS = 10 * 60 * 1000;
+function millis(value) {
+    if (typeof value === 'number' && value > 0) return value;
+    const timestamp = value;
+    return timestamp && typeof timestamp.toMillis === 'function' ? timestamp.toMillis() : null;
+}
+function sourcesOf(value) {
+    if (Array.isArray(value)) return value.filter((entry)=>typeof entry === 'string');
+    if (value && typeof value === 'object') {
+        return Object.entries(value).filter(([, flag])=>flag === true).map(([source])=>source);
+    }
+    return [];
+}
+/** A contact or lead document as a candidate. */ export function candidateFrom(kind, id, data) {
+    var _millis;
+    return {
+        kind,
+        id,
+        name: typeof (data == null ? void 0 : data['name']) === 'string' ? data['name'] : null,
+        email: normalizeContactEmail(data == null ? void 0 : data['email']) || null,
+        sources: sourcesOf(data == null ? void 0 : data['sources']),
+        firstSeenAtMs: (_millis = millis(data == null ? void 0 : data['firstSeenAtMs'])) != null ? _millis : millis(data == null ? void 0 : data['createdAt'])
+    };
+}
+/** Whether a record is the one the account's own sign-up made. */ export function isTheAccountsOwnRecord(candidate, accountCreatedAtMs) {
+    if (candidate.sources.length !== 1 || candidate.sources[0] !== 'account') return false;
+    if (accountCreatedAtMs === null || candidate.firstSeenAtMs === null) return true;
+    return candidate.firstSeenAtMs >= accountCreatedAtMs - OWN_RECORD_SLACK_MS;
+}
+/**
+ * What to report, from what was read: every address match that is not the
+ * account itself, then up to {@link PERSON_NAME_MATCH_LIMIT} name
+ * resemblances that are neither an address match nor the account itself.
+ */ export function selectPersonMatches(input) {
+    const { request } = input;
+    const email = normalizeContactEmail(request.email) || null;
+    const hub = request.orgSlug ? crmRoutes(buildRoute(Route.ORG_PLUGIN, {
+        orgSlug: request.orgSlug,
+        pluginSlug: 'crm'
+    })) : null;
+    const href = (candidate)=>hub ? candidate.kind === 'contact' ? hub.contact(candidate.id) : hub.section('leads') : null;
+    const toMatch = (candidate, basis)=>({
+            kind: candidate.kind,
+            id: candidate.id,
+            label: candidate.name || candidate.email || candidate.id,
+            email: candidate.email,
+            basis,
+            firstSeenAtMs: candidate.firstSeenAtMs,
+            sources: candidate.sources,
+            href: href(candidate)
+        });
+    const seen = new Set();
+    const matches = [];
+    for (const candidate of input.byEmail){
+        const key = `${candidate.kind}:${candidate.id}`;
+        if (seen.has(key)) continue;
+        seen.add(key);
+        if (isTheAccountsOwnRecord(candidate, request.accountCreatedAtMs)) continue;
+        matches.push(toMatch(candidate, 'email'));
+    }
+    let named = 0;
+    for (const candidate of input.byName){
+        if (named >= PERSON_NAME_MATCH_LIMIT) break;
+        const key = `${candidate.kind}:${candidate.id}`;
+        if (seen.has(key)) continue;
+        if (email && candidate.email === email) continue;
+        if (isTheAccountsOwnRecord(candidate, request.accountCreatedAtMs)) continue;
+        if (!namesResemble(request.name, candidate.name)) continue;
+        seen.add(key);
+        matches.push(toMatch(candidate, 'name'));
+        named++;
+    }
+    return matches;
+}
+/** The matcher the CRM registers. Reads only. */ export async function matchCrmPeople(request) {
+    const firestore = firebaseAdmin.app().firestore();
+    const org = firestore.collection('orgs').doc(request.orgId);
+    const contacts = org.collection('contacts');
+    const leads = org.collection('leads');
+    const email = normalizeContactEmail(request.email);
+    const byEmail = [];
+    const key = email ? personKey(email) : null;
+    if (email && key) {
+        const [contact, lead, alternates] = await Promise.all([
+            findContactByEmail(contacts, email),
+            leads.doc(key).get(),
+            contacts.where('alternateEmails', 'array-contains', email).limit(3).get()
+        ]);
+        if (contact) byEmail.push(candidateFrom('contact', contact.id, contact.data()));
+        if (lead.exists) byEmail.push(candidateFrom('lead', lead.id, lead.data()));
+        for (const doc of alternates.docs)byEmail.push(candidateFrom('contact', doc.id, doc.data()));
+    }
+    const byName = [];
+    if (request.name) {
+        const fields = [
+            'name',
+            'email',
+            'sources',
+            'createdAt',
+            'firstSeenAtMs'
+        ];
+        const [contactNames, leadNames] = await Promise.all([
+            contacts.select(...fields).limit(PERSON_NAME_SCAN_LIMIT).get(),
+            leads.select(...fields).limit(PERSON_NAME_SCAN_LIMIT).get()
+        ]);
+        for (const doc of contactNames.docs)byName.push(candidateFrom('contact', doc.id, doc.data()));
+        for (const doc of leadNames.docs)byName.push(candidateFrom('lead', doc.id, doc.data()));
+    }
+    return selectPersonMatches({
+        request,
+        byEmail,
+        byName
+    });
+}
+
+//# sourceMappingURL=person-matches.js.map

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

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/person-matches.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 { buildRoute, Route } from '@aglyn/aglyn/app-utils/console-routes'\nimport { normalizeContactEmail } from '@aglyn/aglyn/app-utils/contacts'\nimport { personKey } from '@aglyn/aglyn/app-utils/person-key'\nimport type {\n  PluginPersonMatch,\n  PluginPersonMatchRequest,\n} from '@aglyn/aglyn/plugin-manager/plugin-person-matches'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport { findContactByEmail } from '@aglyn/tenant-data-admin/server/contact-email-index'\nimport { crmRoutes } from '../model/crm-routes'\nimport { namesResemble } from '../model/person-name-match'\n\n/**\n * The CRM's answer to \"did this workspace already know this person?\"\n * (AGL-3289), registered through the platform's person-match seam and asked\n * when staff read where an account came from.\n *\n * Contacts and leads are both searched: by the account's address exactly —\n * the contact through its email index, the lead by its person key — and by\n * the account's name, as a resemblance the card shows as \"possible\".\n *\n * The account's OWN record is left out. The platform files every new account\n * into its sales workspace as a contact whose only source is `account`, so a\n * record like that, first seen once the account existed, is the sign-up\n * itself and says nothing about whether anybody knew them before.\n */\n\n/** How many records each collection's name scan reads, at most. */\nexport const PERSON_NAME_SCAN_LIMIT = 5000\n/** How many name resemblances are returned, at most. */\nexport const PERSON_NAME_MATCH_LIMIT = 5\n/** Slack between the account's creation and its own record being written. */\nconst OWN_RECORD_SLACK_MS = 10 * 60 * 1000\n\n/** A contact or lead as the matcher reads it. */\nexport interface PersonCandidate {\n  kind: 'contact' | 'lead'\n  id: string\n  name: string | null\n  email: string | null\n  sources: string[]\n  firstSeenAtMs: number | null\n}\n\nfunction millis(value: unknown): number | null {\n  if (typeof value === 'number' && value > 0) return value\n  const timestamp = value as { toMillis?: () => number } | null\n  return timestamp && typeof timestamp.toMillis === 'function' ? timestamp.toMillis() : null\n}\n\nfunction sourcesOf(value: unknown): string[] {\n  if (Array.isArray(value)) return value.filter((entry): entry is string => typeof entry === 'string')\n  if (value && typeof value === 'object') {\n    return Object.entries(value as Record<string, unknown>)\n      .filter(([, flag]) => flag === true)\n      .map(([source]) => source)\n  }\n  return []\n}\n\n/** A contact or lead document as a candidate. */\nexport function candidateFrom(\n  kind: PersonCandidate['kind'],\n  id: string,\n  data: Record<string, unknown> | undefined,\n): PersonCandidate {\n  return {\n    kind,\n    id,\n    name: typeof data?.['name'] === 'string' ? (data['name'] as string) : null,\n    email: normalizeContactEmail(data?.['email']) || null,\n    sources: sourcesOf(data?.['sources']),\n    firstSeenAtMs: millis(data?.['firstSeenAtMs']) ?? millis(data?.['createdAt']),\n  }\n}\n\n/** Whether a record is the one the account's own sign-up made. */\nexport function isTheAccountsOwnRecord(\n  candidate: PersonCandidate,\n  accountCreatedAtMs: number | null,\n): boolean {\n  if (candidate.sources.length !== 1 || candidate.sources[0] !== 'account') return false\n  if (accountCreatedAtMs === null || candidate.firstSeenAtMs === null) return true\n  return candidate.firstSeenAtMs >= accountCreatedAtMs - OWN_RECORD_SLACK_MS\n}\n\n/**\n * What to report, from what was read: every address match that is not the\n * account itself, then up to {@link PERSON_NAME_MATCH_LIMIT} name\n * resemblances that are neither an address match nor the account itself.\n */\nexport function selectPersonMatches(input: {\n  request: PluginPersonMatchRequest\n  byEmail: readonly PersonCandidate[]\n  byName: readonly PersonCandidate[]\n}): PluginPersonMatch[] {\n  const { request } = input\n  const email = normalizeContactEmail(request.email) || null\n  const hub = request.orgSlug\n    ? crmRoutes(buildRoute(Route.ORG_PLUGIN, { orgSlug: request.orgSlug, pluginSlug: 'crm' }))\n    : null\n  const href = (candidate: PersonCandidate): string | null =>\n    hub ? (candidate.kind === 'contact' ? hub.contact(candidate.id) : hub.section('leads')) : null\n  const toMatch = (candidate: PersonCandidate, basis: 'email' | 'name'): PluginPersonMatch => ({\n    kind: candidate.kind,\n    id: candidate.id,\n    label: candidate.name || candidate.email || candidate.id,\n    email: candidate.email,\n    basis,\n    firstSeenAtMs: candidate.firstSeenAtMs,\n    sources: candidate.sources,\n    href: href(candidate),\n  })\n\n  const seen = new Set<string>()\n  const matches: PluginPersonMatch[] = []\n  for (const candidate of input.byEmail) {\n    const key = `${candidate.kind}:${candidate.id}`\n    if (seen.has(key)) continue\n    seen.add(key)\n    if (isTheAccountsOwnRecord(candidate, request.accountCreatedAtMs)) continue\n    matches.push(toMatch(candidate, 'email'))\n  }\n  let named = 0\n  for (const candidate of input.byName) {\n    if (named >= PERSON_NAME_MATCH_LIMIT) break\n    const key = `${candidate.kind}:${candidate.id}`\n    if (seen.has(key)) continue\n    if (email && candidate.email === email) continue\n    if (isTheAccountsOwnRecord(candidate, request.accountCreatedAtMs)) continue\n    if (!namesResemble(request.name, candidate.name)) continue\n    seen.add(key)\n    matches.push(toMatch(candidate, 'name'))\n    named++\n  }\n  return matches\n}\n\n/** The matcher the CRM registers. Reads only. */\nexport async function matchCrmPeople(\n  request: PluginPersonMatchRequest,\n): Promise<PluginPersonMatch[]> {\n  const firestore = firebaseAdmin.app().firestore()\n  const org = firestore.collection('orgs').doc(request.orgId)\n  const contacts = org.collection('contacts')\n  const leads = org.collection('leads')\n  const email = normalizeContactEmail(request.email)\n\n  const byEmail: PersonCandidate[] = []\n  const key = email ? personKey(email) : null\n  if (email && key) {\n    const [contact, lead, alternates] = await Promise.all([\n      findContactByEmail(contacts, email),\n      leads.doc(key).get(),\n      contacts.where('alternateEmails', 'array-contains', email).limit(3).get(),\n    ])\n    if (contact) byEmail.push(candidateFrom('contact', contact.id, contact.data()))\n    if (lead.exists) byEmail.push(candidateFrom('lead', lead.id, lead.data()))\n    for (const doc of alternates.docs) byEmail.push(candidateFrom('contact', doc.id, doc.data()))\n  }\n\n  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