@aglyn/plugins-crm 1.0.0-beta.177 → 1.0.0-beta.179

package/src/lib/server/lead-source-picklist.d.ts

@@ -0,0 +1,42 @@
+/**
+ * @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 CrmPicklist } from '@aglyn/aglyn/server';
+/** The org's lead source list as every server door judges against it (AGL-3298). */
+export declare function readLeadSourcePicklist(firestore: FirebaseFirestore.Firestore, orgId: string): Promise<CrmPicklist>;
+/**
+ * What a lead write stores as its lead source (AGL-3298), from what the
+ * request said about it:
+ *
+ *  - `undefined` (not named): nothing — except on a CREATE, which starts
+ *    from the list's default when it has one, as Salesforce's does.
+ *  - `null` (cleared): the clear.
+ *  - a label: {@link judgeCrmLeadSource} — an active value's label, the
+ *    record's own current value kept, anything else refused naming the
+ *    values the list allows.
+ *
+ * `write` undefined means leave the field alone.
+ */
+export declare function resolveLeadSourceWrite(picklist: CrmPicklist, requested: string | null | undefined, options: {
+    current?: unknown;
+    created: boolean;
+}): {
+    ok: true;
+    write: string | null | undefined;
+} | {
+    ok: false;
+    error: string;
+};

package/src/lib/server/lead-source-picklist.js

@@ -0,0 +1,52 @@
+/**
+ * @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 { CRM_COLLECTIONS, CRM_LEAD_SOURCE_PICKLIST, crmPicklistDefaultLabel, effectiveCrmLeadSourcePicklist, judgeCrmLeadSource } from "@aglyn/aglyn/server";
+/** The org's lead source list as every server door judges against it (AGL-3298). */ export async function readLeadSourcePicklist(firestore, orgId) {
+    const snapshot = await firestore.collection('orgs').doc(orgId).collection(CRM_COLLECTIONS.picklists).doc(CRM_LEAD_SOURCE_PICKLIST).get();
+    return effectiveCrmLeadSourcePicklist(snapshot.data());
+}
+/**
+ * What a lead write stores as its lead source (AGL-3298), from what the
+ * request said about it:
+ *
+ *  - `undefined` (not named): nothing — except on a CREATE, which starts
+ *    from the list's default when it has one, as Salesforce's does.
+ *  - `null` (cleared): the clear.
+ *  - a label: {@link judgeCrmLeadSource} — an active value's label, the
+ *    record's own current value kept, anything else refused naming the
+ *    values the list allows.
+ *
+ * `write` undefined means leave the field alone.
+ */ export function resolveLeadSourceWrite(picklist, requested, options) {
+    if (requested === undefined) {
+        const fallback = options.created ? crmPicklistDefaultLabel(picklist) : null;
+        return {
+            ok: true,
+            write: fallback != null ? fallback : undefined
+        };
+    }
+    if (requested === null) return {
+        ok: true,
+        write: null
+    };
+    const judged = judgeCrmLeadSource(picklist, requested, options.current);
+    return judged.ok === false ? judged : {
+        ok: true,
+        write: judged.value
+    };
+}
+
+//# sourceMappingURL=lead-source-picklist.js.map

package/src/lib/server/lead-source-picklist.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/lead-source-picklist.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  CRM_COLLECTIONS,\n  CRM_LEAD_SOURCE_PICKLIST,\n  type CrmPicklist,\n  crmPicklistDefaultLabel,\n  effectiveCrmLeadSourcePicklist,\n  judgeCrmLeadSource,\n} from '@aglyn/aglyn/server'\n\n/** The org's lead source list as every server door judges against it (AGL-3298). */\nexport async function readLeadSourcePicklist(\n  firestore: FirebaseFirestore.Firestore,\n  orgId: string,\n): Promise<CrmPicklist> {\n  const snapshot = await firestore\n    .collection('orgs')\n    .doc(orgId)\n    .collection(CRM_COLLECTIONS.picklists)\n    .doc(CRM_LEAD_SOURCE_PICKLIST)\n    .get()\n  return effectiveCrmLeadSourcePicklist(snapshot.data())\n}\n\n/**\n * What a lead write stores as its lead source (AGL-3298), from what the\n * request said about it:\n *\n *  - `undefined` (not named): nothing — except on a CREATE, which starts\n *    from the list's default when it has one, as Salesforce's does.\n *  - `null` (cleared): the clear.\n *  - a label: {@link judgeCrmLeadSource} — an active value's label, the\n *    record's own current value kept, anything else refused naming the\n *    values the list allows.\n *\n * `write` undefined means leave the field alone.\n */\nexport function resolveLeadSourceWrite(\n  picklist: CrmPicklist,\n  requested: string | null | undefined,\n  options: { current?: unknown; created: boolean },\n): { ok: true; write: string | null | undefined } | { ok: false; error: string } {\n  if (requested === undefined) {\n    const fallback = options.created ? crmPicklistDefaultLabel(picklist) : null\n    return { ok: true, write: fallback ?? undefined }\n  }\n  if (requested === null) return { ok: true, write: null }\n  const judged = judgeCrmLeadSource(picklist, requested, options.current)\n  return judged.ok === false ? judged : { ok: true, write: judged.value }\n}\n"],"names":["CRM_COLLECTIONS","CRM_LEAD_SOURCE_PICKLIST","crmPicklistDefaultLabel","effectiveCrmLeadSourcePicklist","judgeCrmLeadSource","readLeadSourcePicklist","firestore","orgId","snapshot","collection","doc","picklists","get","data","resolveLeadSourceWrite","picklist","requested","options","undefined","fallback","created","ok","write","judged","current","value"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,eAAe,EACfC,wBAAwB,EAExBC,uBAAuB,EACvBC,8BAA8B,EAC9BC,kBAAkB,QACb,sBAAqB;AAE5B,kFAAkF,GAClF,OAAO,eAAeC,uBACpBC,SAAsC,EACtCC,KAAa;IAEb,MAAMC,WAAW,MAAMF,UACpBG,UAAU,CAAC,QACXC,GAAG,CAACH,OACJE,UAAU,CAACT,gBAAgBW,SAAS,EACpCD,GAAG,CAACT,0BACJW,GAAG;IACN,OAAOT,+BAA+BK,SAASK,IAAI;AACrD;AAEA;;;;;;;;;;;;CAYC,GACD,OAAO,SAASC,uBACdC,QAAqB,EACrBC,SAAoC,EACpCC,OAAgD;IAEhD,IAAID,cAAcE,WAAW;QAC3B,MAAMC,WAAWF,QAAQG,OAAO,GAAGlB,wBAAwBa,YAAY;QACvE,OAAO;YAAEM,IAAI;YAAMC,KAAK,EAAEH,mBAAAA,WAAYD;QAAU;IAClD;IACA,IAAIF,cAAc,MAAM,OAAO;QAAEK,IAAI;QAAMC,OAAO;IAAK;IACvD,MAAMC,SAASnB,mBAAmBW,UAAUC,WAAWC,QAAQO,OAAO;IACtE,OAAOD,OAAOF,EAAE,KAAK,QAAQE,SAAS;QAAEF,IAAI;QAAMC,OAAOC,OAAOE,KAAK;IAAC;AACxE"}

package/src/lib/server/lead-source-values.d.ts

@@ -0,0 +1,50 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { type PluginApiHandler } from '@aglyn/aglyn/server';
+/**
+ * `POST crm/lead-source-values` — rename a lead source value, or delete one
+ * and move its records to another (AGL-3298).
+ *
+ * Body: `{ hostId | orgId, action: 'rename', valueId, label }` or
+ * `{ hostId | orgId, action: 'delete', valueId, replaceWith: label | null }`.
+ *
+ * Records store the value's LABEL (see the picklist block in `crm.ts`), so
+ * both moves change records as well as the list: every lead and every
+ * contact holding the old label is rewritten to the new one — or, for a
+ * delete with no replacement, cleared. That is Salesforce's Replace, done
+ * as part of the move, so a report grouped by lead source follows a rename
+ * instead of splitting into the old name and the new.
+ *
+ * ## The list first, then the records
+ *
+ * The list is written in a transaction before any record: from that moment
+ * no picker offers the old label and no import or API write accepts it, so
+ * the sweep that follows cannot be outrun by a new record taking the name
+ * it is removing. A sweep interrupted part-way leaves records holding a
+ * label the list no longer has, which they show as "(not in the list)"; the
+ * same request sent again finishes it, because the rename of a value to its
+ * own current label is a no-op on the list and still sweeps.
+ *
+ * ## Who may
+ *
+ * Whoever may write the CRM — `authorizeCrmWriter`, the question every CRM
+ * route asks — which is who the rules let edit the list itself. The sweep
+ * reaches every lead and contact in the org whatever the caller's scope:
+ * it changes one label to another that the same caller could already have
+ * picked, and reveals nothing about the records but their count.
+ */
+export declare const crmLeadSourceValuesHandler: PluginApiHandler;

package/src/lib/server/lead-source-values.js

@@ -0,0 +1,187 @@
+import { _ as _extends } from "@swc/helpers/_/_extends";
+/**
+ * @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 { consentGroupForHost, CONTACT_FACETS_FIELD, CRM_COLLECTIONS, CRM_LEAD_SOURCE_PICKLIST, effectiveCrmLeadSourcePicklist, newResourceScopeFields, normalizeCrmPicklist, ORG_SCOPE_TOKEN } from "@aglyn/aglyn/server";
+import { firebaseAdmin } from "@aglyn/tenant-data-admin";
+import { FieldPath, FieldValue } from "firebase-admin/firestore";
+import { deletePicklistValue, renamePicklistValue } from "../model/lead-source-values.js";
+import { orgHostIds, readCrmRouteScope } from "./org-caller.js";
+import { authorizeCrmWriter } from "./task-routes.js";
+/** What the suite gate names when a plan without the CRM asks. */ const SUITE_ACT = "Editing the organization's lead sources";
+/** Writes per batch — under Firestore's 500, with room to spare. */ const BATCH_SIZE = 400;
+/**
+ * Set `field` to `to` (or remove it, for `null`) on every document `query`
+ * finds holding `from`, a batch at a time. Answers how many were written.
+ *
+ * The query is re-run after each batch rather than paged, because each
+ * batch moves its documents OUT of the query's answer — the next run finds
+ * only what is left, and a run that finds nothing is the end.
+ */ async function replaceEverywhere(firestore, query, field, to) {
+    let written = 0;
+    for(;;){
+        const page = await query.limit(BATCH_SIZE).get();
+        if (page.empty) return written;
+        const batch = firestore.batch();
+        for (const snapshot of page.docs){
+            batch.update(snapshot.ref, field, to != null ? to : FieldValue.delete(), 'updatedAt', FieldValue.serverTimestamp());
+        }
+        await batch.commit();
+        written += page.size;
+        if (page.size < BATCH_SIZE) return written;
+    }
+}
+/**
+ * `POST crm/lead-source-values` — rename a lead source value, or delete one
+ * and move its records to another (AGL-3298).
+ *
+ * Body: `{ hostId | orgId, action: 'rename', valueId, label }` or
+ * `{ hostId | orgId, action: 'delete', valueId, replaceWith: label | null }`.
+ *
+ * Records store the value's LABEL (see the picklist block in `crm.ts`), so
+ * both moves change records as well as the list: every lead and every
+ * contact holding the old label is rewritten to the new one — or, for a
+ * delete with no replacement, cleared. That is Salesforce's Replace, done
+ * as part of the move, so a report grouped by lead source follows a rename
+ * instead of splitting into the old name and the new.
+ *
+ * ## The list first, then the records
+ *
+ * The list is written in a transaction before any record: from that moment
+ * no picker offers the old label and no import or API write accepts it, so
+ * the sweep that follows cannot be outrun by a new record taking the name
+ * it is removing. A sweep interrupted part-way leaves records holding a
+ * label the list no longer has, which they show as "(not in the list)"; the
+ * same request sent again finishes it, because the rename of a value to its
+ * own current label is a no-op on the list and still sweeps.
+ *
+ * ## Who may
+ *
+ * Whoever may write the CRM — `authorizeCrmWriter`, the question every CRM
+ * route asks — which is who the rules let edit the list itself. The sweep
+ * reaches every lead and contact in the org whatever the caller's scope:
+ * it changes one label to another that the same caller could already have
+ * picked, and reveals nothing about the records but their count.
+ */ export const crmLeadSourceValuesHandler = async (req, res)=>{
+    var _req_body, _body_valueId;
+    if (req.method !== 'POST') {
+        res.setHeader('Allow', 'POST');
+        res.status(405).json({
+            error: 'Method not allowed'
+        });
+        return;
+    }
+    const body = (_req_body = req.body) != null ? _req_body : {};
+    const scope = readCrmRouteScope(body);
+    if (!scope) {
+        res.status(400).json({
+            error: 'Missing hostId'
+        });
+        return;
+    }
+    const action = body['action'];
+    const valueId = String((_body_valueId = body['valueId']) != null ? _body_valueId : '').trim().slice(0, 64);
+    if (action !== 'rename' && action !== 'delete' || !valueId) {
+        res.status(400).json({
+            error: 'Name a value, and whether to rename or delete it.'
+        });
+        return;
+    }
+    const replaceWith = body['replaceWith'] === null || body['replaceWith'] === undefined ? null : String(body['replaceWith']);
+    try {
+        const writer = await authorizeCrmWriter(req, scope, {
+            suiteAct: SUITE_ACT
+        });
+        if (writer.ok === false) {
+            res.status(writer.status).json(writer.body);
+            return;
+        }
+        const firestore = firebaseAdmin.app().firestore();
+        const orgRef = firestore.collection('orgs').doc(writer.orgId);
+        const listRef = orgRef.collection(CRM_COLLECTIONS.picklists).doc(CRM_LEAD_SOURCE_PICKLIST);
+        /*
+     * THE LIST. Read and written in one transaction, so two admins editing
+     * at once cannot each write a list missing the other's change.
+     */ const moved = await firestore.runTransaction(async (transaction)=>{
+            var _body_label, _ref, _ref1;
+            var _move_picklist_values_find, _move_picklist_values_find1;
+            const snapshot = await transaction.get(listRef);
+            const before = effectiveCrmLeadSourcePicklist(snapshot.data());
+            const value = before.values.find((entry)=>entry.id === valueId);
+            if (!value) return {
+                ok: false,
+                error: 'That value is no longer in the list.'
+            };
+            const move = action === 'rename' ? renamePicklistValue(before, valueId, String((_body_label = body['label']) != null ? _body_label : '')) : deletePicklistValue(before, valueId, replaceWith);
+            if (move.ok === false) return move;
+            const created = normalizeCrmPicklist(snapshot.data()) === null;
+            transaction.set(listRef, _extends({
+                values: move.picklist.values,
+                defaultValueId: move.picklist.defaultValueId,
+                updatedAt: FieldValue.serverTimestamp()
+            }, created ? _extends({
+                hostId: scope.hostId || null,
+                createdAt: FieldValue.serverTimestamp()
+            }, newResourceScopeFields([
+                ORG_SCOPE_TOKEN
+            ])) : {}), {
+                merge: true
+            });
+            const to = action === 'rename' ? (_ref = (_move_picklist_values_find = move.picklist.values.find((entry)=>entry.id === valueId)) == null ? void 0 : _move_picklist_values_find.label) != null ? _ref : null : replaceWith === null ? null : (_ref1 = (_move_picklist_values_find1 = move.picklist.values.find((entry)=>entry.label.toLowerCase() === replaceWith.trim().toLowerCase())) == null ? void 0 : _move_picklist_values_find1.label) != null ? _ref1 : null;
+            return {
+                ok: true,
+                from: value.label,
+                to
+            };
+        });
+        if (moved.ok === false) {
+            res.status(400).json({
+                error: moved.error
+            });
+            return;
+        }
+        /*
+     * THE RECORDS. Leads by the field itself; contacts by each holder's
+     * facet, one query per consent group the org's sites belong to — a
+     * contact's lead source is the holder's own, like the rest of its
+     * profile. A rename to the same label moves nothing, and says so.
+     */ let leads = 0;
+        let contacts = 0;
+        if (moved.from !== moved.to) {
+            leads = await replaceEverywhere(firestore, orgRef.collection('leads').where('leadSource', '==', moved.from), 'leadSource', moved.to);
+            const hostIds = await orgHostIds(firestore, writer.orgId);
+            const groupIds = [
+                ...new Set(hostIds.map((hostId)=>consentGroupForHost(writer.org, hostId).groupId))
+            ].filter(Boolean);
+            for (const groupId of groupIds){
+                const path = new FieldPath(CONTACT_FACETS_FIELD, groupId, 'leadSource');
+                contacts += await replaceEverywhere(firestore, orgRef.collection('contacts').where(path, '==', moved.from), path, moved.to);
+            }
+        }
+        const answer = {
+            ok: true,
+            leads,
+            contacts
+        };
+        res.status(200).json(answer);
+    } catch (error) {
+        console.error('[crm] lead-source-values failed', error);
+        res.status(500).json({
+            error: 'The lead sources could not be saved.'
+        });
+    }
+};
+
+//# sourceMappingURL=lead-source-values.js.map

package/src/lib/server/lead-source-values.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/lead-source-values.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  consentGroupForHost,\n  CONTACT_FACETS_FIELD,\n  CRM_COLLECTIONS,\n  CRM_LEAD_SOURCE_PICKLIST,\n  type CrmPicklist,\n  effectiveCrmLeadSourcePicklist,\n  newResourceScopeFields,\n  normalizeCrmPicklist,\n  ORG_SCOPE_TOKEN,\n  type PluginApiHandler,\n} from '@aglyn/aglyn/server'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport { FieldPath, FieldValue } from 'firebase-admin/firestore'\nimport {\n  deletePicklistValue,\n  type LeadSourceValuesResponse,\n  type PicklistMove,\n  renamePicklistValue,\n} from '../model/lead-source-values'\nimport { orgHostIds, readCrmRouteScope } from './org-caller'\nimport { authorizeCrmWriter } from './task-routes'\n\n/** What the suite gate names when a plan without the CRM asks. */\nconst SUITE_ACT = \"Editing the organization's lead sources\"\n\n/** Writes per batch — under Firestore's 500, with room to spare. */\nconst BATCH_SIZE = 400\n\n/**\n * Set `field` to `to` (or remove it, for `null`) on every document `query`\n * finds holding `from`, a batch at a time. Answers how many were written.\n *\n * The query is re-run after each batch rather than paged, because each\n * batch moves its documents OUT of the query's answer — the next run finds\n * only what is left, and a run that finds nothing is the end.\n */\nasync function replaceEverywhere(\n  firestore: FirebaseFirestore.Firestore,\n  query: FirebaseFirestore.Query,\n  field: string | FirebaseFirestore.FieldPath,\n  to: string | null,\n): Promise<number> {\n  let written = 0\n  for (;;) {\n    const page = await query.limit(BATCH_SIZE).get()\n    if (page.empty) return written\n    const batch = firestore.batch()\n    for (const snapshot of page.docs) {\n      batch.update(snapshot.ref, field, to ?? FieldValue.delete(), 'updatedAt', FieldValue.serverTimestamp())\n    }\n    await batch.commit()\n    written += page.size\n    if (page.size < BATCH_SIZE) return written\n  }\n}\n\n/**\n * `POST crm/lead-source-values` — rename a lead source value, or delete one\n * and move its records to another (AGL-3298).\n *\n * Body: `{ hostId | orgId, action: 'rename', valueId, label }` or\n * `{ hostId | orgId, action: 'delete', valueId, replaceWith: label | null }`.\n *\n * Records store the value's LABEL (see the picklist block in `crm.ts`), so\n * both moves change records as well as the list: every lead and every\n * contact holding the old label is rewritten to the new one — or, for a\n * delete with no replacement, cleared. That is Salesforce's Replace, done\n * as part of the move, so a report grouped by lead source follows a rename\n * instead of splitting into the old name and the new.\n *\n * ## The list first, then the records\n *\n * The list is written in a transaction before any record: from that moment\n * no picker offers the old label and no import or API write accepts it, so\n * the sweep that follows cannot be outrun by a new record taking the name\n * it is removing. A sweep interrupted part-way leaves records holding a\n * label the list no longer has, which they show as \"(not in the list)\"; the\n * same request sent again finishes it, because the rename of a value to its\n * own current label is a no-op on the list and still sweeps.\n *\n * ## Who may\n *\n * Whoever may write the CRM — `authorizeCrmWriter`, the question every CRM\n * route asks — which is who the rules let edit the list itself. The sweep\n * reaches every lead and contact in the org whatever the caller's scope:\n * it changes one label to another that the same caller could already have\n * picked, and reveals nothing about the records but their count.\n */\nexport const crmLeadSourceValuesHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  const body = (req.body ?? {}) as Record<string, unknown>\n  const scope = readCrmRouteScope(body)\n  if (!scope) {\n    res.status(400).json({ error: 'Missing hostId' })\n    return\n  }\n  const action = body['action']\n  const valueId = String(body['valueId'] ?? '').trim().slice(0, 64)\n  if ((action !== 'rename' && action !== 'delete') || !valueId) {\n    res.status(400).json({ error: 'Name a value, and whether to rename or delete it.' })\n    return\n  }\n  const replaceWith =\n    body['replaceWith'] === null || body['replaceWith'] === undefined\n      ? null\n      : String(body['replaceWith'])\n\n  try {\n    const writer = await authorizeCrmWriter(req, scope, { suiteAct: SUITE_ACT })\n    if (writer.ok === false) {\n      res.status(writer.status).json(writer.body)\n      return\n    }\n    const firestore = firebaseAdmin.app().firestore()\n    const orgRef = firestore.collection('orgs').doc(writer.orgId)\n    const listRef = orgRef.collection(CRM_COLLECTIONS.picklists).doc(CRM_LEAD_SOURCE_PICKLIST)\n\n    /*\n     * THE LIST. Read and written in one transaction, so two admins editing\n     * at once cannot each write a list missing the other's change.\n     */\n    const moved = await firestore.runTransaction(async (transaction) => {\n      const snapshot = await transaction.get(listRef)\n      const before: CrmPicklist = effectiveCrmLeadSourcePicklist(snapshot.data())\n      const value = before.values.find((entry) => entry.id === valueId)\n      if (!value) return { ok: false as const, error: 'That value is no longer in the list.' }\n      const move: PicklistMove =\n        action === 'rename'\n          ? renamePicklistValue(before, valueId, String(body['label'] ?? ''))\n          : deletePicklistValue(before, valueId, replaceWith)\n      if (move.ok === false) return move\n      const created = normalizeCrmPicklist(snapshot.data()) === null\n      transaction.set(\n        listRef,\n        {\n          values: move.picklist.values,\n          defaultValueId: move.picklist.defaultValueId,\n          updatedAt: FieldValue.serverTimestamp(),\n          // The stamp every org-wide CRM document carries (see the Fields\n          // page), written when this move is what creates the document.\n          ...(created\n            ? {\n                hostId: scope.hostId || null,\n                createdAt: FieldValue.serverTimestamp(),\n                ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n              }\n            : {}),\n        },\n        { merge: true },\n      )\n      const to =\n        action === 'rename'\n          ? (move.picklist.values.find((entry) => entry.id === valueId)?.label ?? null)\n          : replaceWith === null\n            ? null\n            : (move.picklist.values.find(\n                (entry) => entry.label.toLowerCase() === replaceWith.trim().toLowerCase(),\n              )?.label ?? null)\n      return { ok: true as const, from: value.label, to }\n    })\n    if (moved.ok === false) {\n      res.status(400).json({ error: moved.error })\n      return\n    }\n\n    /*\n     * THE RECORDS. Leads by the field itself; contacts by each holder's\n     * facet, one query per consent group the org's sites belong to — a\n     * contact's lead source is the holder's own, like the rest of its\n     * profile. A rename to the same label moves nothing, and says so.\n     */\n    let leads = 0\n    let contacts = 0\n    if (moved.from !== moved.to) {\n      leads = await replaceEverywhere(\n        firestore,\n        orgRef.collection('leads').where('leadSource', '==', moved.from),\n        'leadSource',\n        moved.to,\n      )\n      const hostIds = await orgHostIds(firestore, writer.orgId)\n      const groupIds = [\n        ...new Set(hostIds.map((hostId) => consentGroupForHost(writer.org, hostId).groupId)),\n      ].filter(Boolean)\n      for (const groupId of groupIds) {\n        const path = new FieldPath(CONTACT_FACETS_FIELD, groupId, 'leadSource')\n        contacts += await replaceEverywhere(\n          firestore,\n          orgRef.collection('contacts').where(path, '==', moved.from),\n          path,\n          moved.to,\n        )\n      }\n    }\n    const answer: LeadSourceValuesResponse = { ok: true, leads, contacts }\n    res.status(200).json(answer)\n  } catch (error) {\n    console.error('[crm] lead-source-values failed', error)\n    res.status(500).json({ error: 'The lead sources could not be saved.' })\n  }\n}\n"],"names":["consentGroupForHost","CONTACT_FACETS_FIELD","CRM_COLLECTIONS","CRM_LEAD_SOURCE_PICKLIST","effectiveCrmLeadSourcePicklist","newResourceScopeFields","normalizeCrmPicklist","ORG_SCOPE_TOKEN","firebaseAdmin","FieldPath","FieldValue","deletePicklistValue","renamePicklistValue","orgHostIds","readCrmRouteScope","authorizeCrmWriter","SUITE_ACT","BATCH_SIZE","replaceEverywhere","firestore","query","field","to","written","page","limit","get","empty","batch","snapshot","docs","update","ref","delete","serverTimestamp","commit","size","crmLeadSourceValuesHandler","req","res","body","method","setHeader","status","json","error","scope","action","valueId","String","trim","slice","replaceWith","undefined","writer","suiteAct","ok","app","orgRef","collection","doc","orgId","listRef","picklists","moved","runTransaction","transaction","move","before","data","value","values","find","entry","id","created","set","picklist","defaultValueId","updatedAt","hostId","createdAt","merge","label","toLowerCase","from","leads","contacts","where","hostIds","groupIds","Set","map","org","groupId","filter","Boolean","path","answer","console"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,mBAAmB,EACnBC,oBAAoB,EACpBC,eAAe,EACfC,wBAAwB,EAExBC,8BAA8B,EAC9BC,sBAAsB,EACtBC,oBAAoB,EACpBC,eAAe,QAEV,sBAAqB;AAC5B,SAASC,aAAa,QAAQ,2BAA0B;AACxD,SAASC,SAAS,EAAEC,UAAU,QAAQ,2BAA0B;AAChE,SACEC,mBAAmB,EAGnBC,mBAAmB,QACd,iCAA6B;AACpC,SAASC,UAAU,EAAEC,iBAAiB,QAAQ,kBAAc;AAC5D,SAASC,kBAAkB,QAAQ,mBAAe;AAElD,gEAAgE,GAChE,MAAMC,YAAY;AAElB,kEAAkE,GAClE,MAAMC,aAAa;AAEnB;;;;;;;CAOC,GACD,eAAeC,kBACbC,SAAsC,EACtCC,KAA8B,EAC9BC,KAA2C,EAC3CC,EAAiB;IAEjB,IAAIC,UAAU;IACd,OAAS;QACP,MAAMC,OAAO,MAAMJ,MAAMK,KAAK,CAACR,YAAYS,GAAG;QAC9C,IAAIF,KAAKG,KAAK,EAAE,OAAOJ;QACvB,MAAMK,QAAQT,UAAUS,KAAK;QAC7B,KAAK,MAAMC,YAAYL,KAAKM,IAAI,CAAE;YAChCF,MAAMG,MAAM,CAACF,SAASG,GAAG,EAAEX,OAAOC,aAAAA,KAAMZ,WAAWuB,MAAM,IAAI,aAAavB,WAAWwB,eAAe;QACtG;QACA,MAAMN,MAAMO,MAAM;QAClBZ,WAAWC,KAAKY,IAAI;QACpB,IAAIZ,KAAKY,IAAI,GAAGnB,YAAY,OAAOM;IACrC;AACF;AAEA;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA+BC,GACD,OAAO,MAAMc,6BAA+C,OAAOC,KAAKC;QAMxDD,WAOSE;IAZvB,IAAIF,IAAIG,MAAM,KAAK,QAAQ;QACzBF,IAAIG,SAAS,CAAC,SAAS;QACvBH,IAAII,MAAM,CAAC,KAAKC,IAAI,CAAC;YAAEC,OAAO;QAAqB;QACnD;IACF;IACA,MAAML,QAAQF,YAAAA,IAAIE,IAAI,YAARF,YAAY,CAAC;IAC3B,MAAMQ,QAAQhC,kBAAkB0B;IAChC,IAAI,CAACM,OAAO;QACVP,IAAII,MAAM,CAAC,KAAKC,IAAI,CAAC;YAAEC,OAAO;QAAiB;QAC/C;IACF;IACA,MAAME,SAASP,IAAI,CAAC,SAAS;IAC7B,MAAMQ,UAAUC,QAAOT,gBAAAA,IAAI,CAAC,UAAU,YAAfA,gBAAmB,IAAIU,IAAI,GAAGC,KAAK,CAAC,GAAG;IAC9D,IAAI,AAACJ,WAAW,YAAYA,WAAW,YAAa,CAACC,SAAS;QAC5DT,IAAII,MAAM,CAAC,KAAKC,IAAI,CAAC;YAAEC,OAAO;QAAoD;QAClF;IACF;IACA,MAAMO,cACJZ,IAAI,CAAC,cAAc,KAAK,QAAQA,IAAI,CAAC,cAAc,KAAKa,YACpD,OACAJ,OAAOT,IAAI,CAAC,cAAc;IAEhC,IAAI;QACF,MAAMc,SAAS,MAAMvC,mBAAmBuB,KAAKQ,OAAO;YAAES,UAAUvC;QAAU;QAC1E,IAAIsC,OAAOE,EAAE,KAAK,OAAO;YACvBjB,IAAII,MAAM,CAACW,OAAOX,MAAM,EAAEC,IAAI,CAACU,OAAOd,IAAI;YAC1C;QACF;QACA,MAAMrB,YAAYX,cAAciD,GAAG,GAAGtC,SAAS;QAC/C,MAAMuC,SAASvC,UAAUwC,UAAU,CAAC,QAAQC,GAAG,CAACN,OAAOO,KAAK;QAC5D,MAAMC,UAAUJ,OAAOC,UAAU,CAACzD,gBAAgB6D,SAAS,EAAEH,GAAG,CAACzD;QAEjE;;;KAGC,GACD,MAAM6D,QAAQ,MAAM7C,UAAU8C,cAAc,CAAC,OAAOC;gBAOA1B;gBAwB3C2B,4BAGEA;YAjCT,MAAMtC,WAAW,MAAMqC,YAAYxC,GAAG,CAACoC;YACvC,MAAMM,SAAsBhE,+BAA+ByB,SAASwC,IAAI;YACxE,MAAMC,QAAQF,OAAOG,MAAM,CAACC,IAAI,CAAC,CAACC,QAAUA,MAAMC,EAAE,KAAK1B;YACzD,IAAI,CAACsB,OAAO,OAAO;gBAAEd,IAAI;gBAAgBX,OAAO;YAAuC;YACvF,MAAMsB,OACJpB,WAAW,WACPnC,oBAAoBwD,QAAQpB,SAASC,QAAOT,cAAAA,IAAI,CAAC,QAAQ,YAAbA,cAAiB,OAC7D7B,oBAAoByD,QAAQpB,SAASI;YAC3C,IAAIe,KAAKX,EAAE,KAAK,OAAO,OAAOW;YAC9B,MAAMQ,UAAUrE,qBAAqBuB,SAASwC,IAAI,QAAQ;YAC1DH,YAAYU,GAAG,CACbd,SACA;gBACES,QAAQJ,KAAKU,QAAQ,CAACN,MAAM;gBAC5BO,gBAAgBX,KAAKU,QAAQ,CAACC,cAAc;gBAC5CC,WAAWrE,WAAWwB,eAAe;eAGjCyC,UACA;gBACEK,QAAQlC,MAAMkC,MAAM,IAAI;gBACxBC,WAAWvE,WAAWwB,eAAe;eAClC7B,uBAAuB;gBAACE;aAAgB,KAE7C,CAAC,IAEP;gBAAE2E,OAAO;YAAK;YAEhB,MAAM5D,KACJyB,WAAW,oBACNoB,6BAAAA,KAAKU,QAAQ,CAACN,MAAM,CAACC,IAAI,CAAC,CAACC,QAAUA,MAAMC,EAAE,KAAK1B,6BAAlDmB,2BAA4DgB,KAAK,mBAAI,OACtE/B,gBAAgB,OACd,iBACCe,8BAAAA,KAAKU,QAAQ,CAACN,MAAM,CAACC,IAAI,CACxB,CAACC,QAAUA,MAAMU,KAAK,CAACC,WAAW,OAAOhC,YAAYF,IAAI,GAAGkC,WAAW,wBADxEjB,4BAEEgB,KAAK,oBAAI;YACpB,OAAO;gBAAE3B,IAAI;gBAAe6B,MAAMf,MAAMa,KAAK;gBAAE7D;YAAG;QACpD;QACA,IAAI0C,MAAMR,EAAE,KAAK,OAAO;YACtBjB,IAAII,MAAM,CAAC,KAAKC,IAAI,CAAC;gBAAEC,OAAOmB,MAAMnB,KAAK;YAAC;YAC1C;QACF;QAEA;;;;;KAKC,GACD,IAAIyC,QAAQ;QACZ,IAAIC,WAAW;QACf,IAAIvB,MAAMqB,IAAI,KAAKrB,MAAM1C,EAAE,EAAE;YAC3BgE,QAAQ,MAAMpE,kBACZC,WACAuC,OAAOC,UAAU,CAAC,SAAS6B,KAAK,CAAC,cAAc,MAAMxB,MAAMqB,IAAI,GAC/D,cACArB,MAAM1C,EAAE;YAEV,MAAMmE,UAAU,MAAM5E,WAAWM,WAAWmC,OAAOO,KAAK;YACxD,MAAM6B,WAAW;mBACZ,IAAIC,IAAIF,QAAQG,GAAG,CAAC,CAACZ,SAAWhF,oBAAoBsD,OAAOuC,GAAG,EAAEb,QAAQc,OAAO;aACnF,CAACC,MAAM,CAACC;YACT,KAAK,MAAMF,WAAWJ,SAAU;gBAC9B,MAAMO,OAAO,IAAIxF,UAAUR,sBAAsB6F,SAAS;gBAC1DP,YAAY,MAAMrE,kBAChBC,WACAuC,OAAOC,UAAU,CAAC,YAAY6B,KAAK,CAACS,MAAM,MAAMjC,MAAMqB,IAAI,GAC1DY,MACAjC,MAAM1C,EAAE;YAEZ;QACF;QACA,MAAM4E,SAAmC;YAAE1C,IAAI;YAAM8B;YAAOC;QAAS;QACrEhD,IAAII,MAAM,CAAC,KAAKC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package/src/lib/server/leads-import.js

@@ -79,6 +79,7 @@ import { addHostLead, firebaseAdmin, orgLeadsForHost } from "@aglyn/tenant-data-
 import { visibleToHost } from "@aglyn/aglyn/app-utils/scope-tokens";
 import { FieldValue } from "firebase-admin/firestore";
 import { ownerDirectory, readImportRows, resolveImportContext } from "./import-context.js";
+import { readLeadSourcePicklist, resolveLeadSourceWrite } from "./lead-source-picklist.js";
 /**
  * The surface an imported lead names, beside `signup`, `booking` and
  * `form:{formId}`.
@@ -210,11 +211,18 @@ import { ownerDirectory, readImportRows, resolveImportContext } from "./import-c
             var _entry_row_campaigns;
             return (_entry_row_campaigns = entry.row.campaigns) == null ? void 0 : _entry_row_campaigns.length;
         });
-        const [owners, before, campaigns] = await Promise.all([
+        const [owners, before, campaigns, leadSources] = await Promise.all([
             ownerDirectory(context.orgId, normalized.map((entry)=>entry.row)),
             refs.length ? firestore.getAll(...refs) : Promise.resolve([]),
-            namesCampaigns ? campaignDirectory(firestore, context.orgId, context.hostId) : Promise.resolve(new Map())
+            namesCampaigns ? campaignDirectory(firestore, context.orgId, context.hostId) : Promise.resolve(new Map()),
+            // The org's lead source list (AGL-3298): one read per chunk, for the
+            // values rows name and the default a new lead starts from.
+            readLeadSourcePicklist(firestore, context.orgId)
         ]);
+        const beforeById = new Map(before.map((snapshot)=>[
+                snapshot.id,
+                snapshot
+            ]));
         const held = new Set(before.filter((snapshot)=>snapshot.exists).map((snapshot)=>snapshot.id));
         const ownersUnresolved = new Set();
         let counted = null;
@@ -223,6 +231,7 @@ import { ownerDirectory, readImportRows, resolveImportContext } from "./import-c
         let merged = 0;
         for (const { index, row, key } of normalized){
             var _row_campaigns;
+            var _beforeById_get;
             // The campaigns the row names, every one of them the org's, or the
             // row is refused whole and named (AGL-3254).
             const campaignIds = ((_row_campaigns = row.campaigns) != null ? _row_campaigns : []).map((name)=>{
@@ -239,6 +248,26 @@ import { ownerDirectory, readImportRows, resolveImportContext } from "./import-c
             }
             const isNew = !held.has(key);
             /*
+       * THE LEAD SOURCE, restricted to the org's list (AGL-3298). A value
+       * the list does not hold is refused whole and named, as a campaign
+       * the org does not have is — the drawer's notice has already listed
+       * the values the list allows — and a lead the site already held
+       * keeps the value it has. A new lead with no value starts from the
+       * list's default.
+       */ const leadSource = resolveLeadSourceWrite(leadSources, row.profile.leadSource, {
+                current: (_beforeById_get = beforeById.get(key)) == null ? void 0 : _beforeById_get.get('leadSource'),
+                created: isNew
+            });
+            if (leadSource.ok === false) {
+                skipped.push({
+                    index,
+                    email: row.email,
+                    reason: 'lead-source-unknown'
+                });
+                continue;
+            }
+            if (leadSource.write) row.profile.leadSource = leadSource.write;
+            /*
        * The platform lead ceiling, judged the way the deals import judges
        * the records band: one count at the first create, re-judged locally
        * as the request creates more. The door re-judges it authoritatively

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, orgLeadsForHost } from '@aglyn/tenant-data-admin'\nimport { visibleToHost } from '@aglyn/aglyn/app-utils/scope-tokens'\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 org's campaigns one chunk reads to resolve the names a\n * file carries (AGL-3254). Well past what an org 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 org's live campaigns by NAME, lower-cased, for the `campaigns`\n * column. A lead is an org record, so every live container of the org\n * (`orgs/{orgId}/emailCampaigns`) may be named, whichever sites it is\n * placed on; where two share a name, the one placed on the importing site\n * wins, because that is the one its picker shows. A name the org does not\n * have is not guessed at: the row is refused whole and named, because a\n * lead filed under half its campaigns is a lead nobody asked for. Read\n * only when some row names one.\n */\nasync function campaignDirectory(\n  firestore: FirebaseFirestore.Firestore,\n  orgId: string,\n  hostId: string,\n): Promise<Map<string, string>> {\n  const directory = new Map<string, string>()\n  if (!orgId) return directory\n  const containers = await firestore\n    .collection('orgs')\n    .doc(orgId)\n    .collection('emailCampaigns')\n    .limit(CAMPAIGN_DIRECTORY_CEILING)\n    .get()\n  const live = containers.docs.filter((container) => !container.get('deletedAt'))\n  const placed = (container: FirebaseFirestore.QueryDocumentSnapshot) =>\n    visibleToHost(container.get('visibleTo') as string[] | undefined, hostId)\n  for (const container of [...live.filter(placed), ...live.filter((entry) => !placed(entry))]) {\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\n        ? campaignDirectory(firestore, context.orgId, context.hostId)\n        : 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 org'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","orgLeadsForHost","visibleToHost","FieldValue","ownerDirectory","readImportRows","resolveImportContext","LEAD_IMPORT_SOURCE","CAMPAIGN_DIRECTORY_CEILING","campaignDirectory","firestore","orgId","hostId","directory","Map","containers","collection","doc","limit","get","live","docs","filter","container","placed","entry","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","field","app","hostRef","leadsRef","refs","map","namesCampaigns","some","campaigns","owners","before","Promise","all","getAll","resolve","held","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,EAAEC,eAAe,QAAQ,2BAA0B;AACtF,SAASC,aAAa,QAAQ,sCAAqC;AACnE,SAASC,UAAU,QAAQ,2BAA0B;AACrD,SACEC,cAAc,EACdC,cAAc,EACdC,oBAAoB,QACf,sBAAkB;AAEzB;;;;;;;;;CASC,GACD,MAAMC,qBAAoC;AAE1C;;;;CAIC,GACD,MAAMC,6BAA6B;AAEnC;;;;;;;;;CASC,GACD,eAAeC,kBACbC,SAAsC,EACtCC,KAAa,EACbC,MAAc;IAEd,MAAMC,YAAY,IAAIC;IACtB,IAAI,CAACH,OAAO,OAAOE;IACnB,MAAME,aAAa,MAAML,UACtBM,UAAU,CAAC,QACXC,GAAG,CAACN,OACJK,UAAU,CAAC,kBACXE,KAAK,CAACV,4BACNW,GAAG;IACN,MAAMC,OAAOL,WAAWM,IAAI,CAACC,MAAM,CAAC,CAACC,YAAc,CAACA,UAAUJ,GAAG,CAAC;IAClE,MAAMK,SAAS,CAACD,YACdrB,cAAcqB,UAAUJ,GAAG,CAAC,cAAsCP;IACpE,KAAK,MAAMW,aAAa;WAAIH,KAAKE,MAAM,CAACE;WAAYJ,KAAKE,MAAM,CAAC,CAACG,QAAU,CAACD,OAAOC;KAAQ,CAAE;YACvEF;QAApB,MAAMG,OAAOC,QAAOJ,iBAAAA,UAAUJ,GAAG,CAAC,mBAAdI,iBAAyB,IAAIK,IAAI,GAAGC,WAAW;QACnE,IAAIH,QAAQ,CAACb,UAAUiB,GAAG,CAACJ,OAAOb,UAAUkB,GAAG,CAACL,MAAMH,UAAUS,EAAE;IACpE;IACA,OAAOnB;AACT;AAEA;;;;;CAKC,GACD,SAASoB,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,aAAajC,WAAWwC,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,OAAOhD,eAAiC0C,KAAK;QACjDO,cAAczD;QACd0D,WAAW3D;IACb;IACA,IAAI,WAAWyD,MAAM,OAAOL,IAAIV,MAAM,CAACe,KAAKf,MAAM,EAAEa,IAAI,CAAC;QAAEC,OAAOC,KAAKD,KAAK;IAAC;IAC7E,IAAI;QACF,MAAMI,UAAU,MAAMlD,qBAAqByC;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,UAAUtE,uBAAuBoE;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,MAAM9E,UAAUyE,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,MAAMhD,SAAS2C,QAAQlC,GAAG,CAAC0B,OAAO,CAAE;oBACfA;gBAAxBA,OAAO,CAACnC,MAAMkD,KAAK,CAAC,GAAG,EAACf,uBAAAA,OAAO,CAACnC,MAAMkD,KAAK,CAAC,YAApBf,uBAAwB,KAAK;YACvD;YACAC,WAAWQ,IAAI,CAAC;gBAAEF;gBAAOjC,KAAKkC,QAAQlC,GAAG;gBAAEuC;YAAI;QACjD;QAEA,MAAM/D,YAAYV,cAAc4E,GAAG,GAAGlE,SAAS;QAC/C,MAAMmE,UAAUnE,UAAUM,UAAU,CAAC,SAASC,GAAG,CAACuC,QAAQ5C,MAAM;QAChE,MAAMkE,WAAW,MAAM7E,gBAAgBuD,QAAQ5C,MAAM;QACrD,MAAMmE,OAAOlB,WAAWmB,GAAG,CAAC,CAACvD,QAAUqD,SAAS7D,GAAG,CAACQ,MAAMgD,GAAG;QAC7D,MAAMQ,iBAAiBpB,WAAWqB,IAAI,CAAC,CAACzD;gBAAUA;oBAAAA,uBAAAA,MAAMS,GAAG,CAACiD,SAAS,qBAAnB1D,qBAAqBiB,MAAM;;QAC7E,MAAM,CAAC0C,QAAQC,QAAQF,UAAU,GAAG,MAAMG,QAAQC,GAAG,CAAC;YACpDnF,eACEoD,QAAQ7C,KAAK,EACbkD,WAAWmB,GAAG,CAAC,CAACvD,QAAUA,MAAMS,GAAG;YAErC6C,KAAKrC,MAAM,GAAGhC,UAAU8E,MAAM,IAAIT,QAAQO,QAAQG,OAAO,CAAC,EAAE;YAC5DR,iBACIxE,kBAAkBC,WAAW8C,QAAQ7C,KAAK,EAAE6C,QAAQ5C,MAAM,IAC1D0E,QAAQG,OAAO,CAAC,IAAI3E;SACzB;QACD,MAAM4E,OAAO,IAAI3B,IACfsB,OAAO/D,MAAM,CAAC,CAACqE,WAAaA,SAASC,MAAM,EAAEZ,GAAG,CAAC,CAACW,WAAaA,SAAS3D,EAAE;QAE5E,MAAM6D,mBAAmB,IAAI9B;QAC7B,IAAI+B,UAAyB;QAC7B,IAAIC,cAAc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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 { visibleToHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport {\n  ownerDirectory,\n  readImportRows,\n  resolveImportContext,\n} from './import-context'\nimport { readLeadSourcePicklist, resolveLeadSourceWrite } from './lead-source-picklist'\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 org's campaigns one chunk reads to resolve the names a\n * file carries (AGL-3254). Well past what an org 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 org's live campaigns by NAME, lower-cased, for the `campaigns`\n * column. A lead is an org record, so every live container of the org\n * (`orgs/{orgId}/emailCampaigns`) may be named, whichever sites it is\n * placed on; where two share a name, the one placed on the importing site\n * wins, because that is the one its picker shows. A name the org does not\n * have is not guessed at: the row is refused whole and named, because a\n * lead filed under half its campaigns is a lead nobody asked for. Read\n * only when some row names one.\n */\nasync function campaignDirectory(\n  firestore: FirebaseFirestore.Firestore,\n  orgId: string,\n  hostId: string,\n): Promise<Map<string, string>> {\n  const directory = new Map<string, string>()\n  if (!orgId) return directory\n  const containers = await firestore\n    .collection('orgs')\n    .doc(orgId)\n    .collection('emailCampaigns')\n    .limit(CAMPAIGN_DIRECTORY_CEILING)\n    .get()\n  const live = containers.docs.filter((container) => !container.get('deletedAt'))\n  const placed = (container: FirebaseFirestore.QueryDocumentSnapshot) =>\n    visibleToHost(container.get('visibleTo') as string[] | undefined, hostId)\n  for (const container of [...live.filter(placed), ...live.filter((entry) => !placed(entry))]) {\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, leadSources] = 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\n        ? campaignDirectory(firestore, context.orgId, context.hostId)\n        : Promise.resolve(new Map<string, string>()),\n      // The org's lead source list (AGL-3298): one read per chunk, for the\n      // values rows name and the default a new lead starts from.\n      readLeadSourcePicklist(firestore, context.orgId),\n    ])\n    const beforeById = new Map(before.map((snapshot) => [snapshot.id, snapshot]))\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 org'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 LEAD SOURCE, restricted to the org's list (AGL-3298). A value\n       * the list does not hold is refused whole and named, as a campaign\n       * the org does not have is — the drawer's notice has already listed\n       * the values the list allows — and a lead the site already held\n       * keeps the value it has. A new lead with no value starts from the\n       * list's default.\n       */\n      const leadSource = resolveLeadSourceWrite(leadSources, row.profile.leadSource, {\n        current: beforeById.get(key)?.get('leadSource'),\n        created: isNew,\n      })\n      if (leadSource.ok === false) {\n        skipped.push({ index, email: row.email, reason: 'lead-source-unknown' })\n        continue\n      }\n      if (leadSource.write) row.profile.leadSource = leadSource.write\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.js

@@ -57,8 +57,10 @@ import { CRM_API_ROUTES } from "./constants/api-routes.js";
 import { registerCrmServerDeclarations } from "./declarations.server.js";
 import { BUNDLE_ID } from "./constants/bundle-common.js";
 import { CRM_NEXT_ACTIVITY_ROUTE } from "./model/next-activity.js";
+import { CRM_LEAD_SOURCE_VALUES_ROUTE } from "./model/lead-source-values.js";
 import { CRM_TASK_ROUTES } from "./model/task-routes.js";
 import { crmNextActivityHandler } from "./server/next-activity-routes.js";
+import { crmLeadSourceValuesHandler } from "./server/lead-source-values.js";
 import { registerCrmRecordEmailStateWriter } from "./server/record-email-state.js";
 import { registerCrmRecordTimelineWriter } from "./server/record-timeline.js";
 import { crmTaskCompleteHandler, crmTaskSaveHandler } from "./server/task-routes.js";
@@ -554,6 +556,9 @@ import { CRM_RECIPE_INSTALL_ROUTE, CRM_RECIPE_STATUS_ROUTE, crmRecipeInstallHand
     registerPluginApiRoute(CRM_TASK_ROUTES.complete, crmTaskCompleteHandler);
     // A client-direct task write's door to `nextTaskAtMs` (AGL-2661).
     registerPluginApiRoute(CRM_NEXT_ACTIVITY_ROUTE, crmNextActivityHandler);
+    // A lead source value renamed or deleted (AGL-3298): the list and every
+    // lead and contact holding the old label, in one request.
+    registerPluginApiRoute(CRM_LEAD_SOURCE_VALUES_ROUTE, crmLeadSourceValuesHandler);
     // One chunk of a contact file (AGL-2602), judged and written through the
     // same door every capture uses.
     registerPluginApiRoute('crm/contacts-import', crmContactsImportHandler);