@aglyn/plugins-crm 1.0.0-beta.199 → 1.0.0-beta.201

package/src/lib/server/consent-group-participant.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/consent-group-participant.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 * THE CRM'S SHARE OF A CONSENT GROUP CHANGE (AGL-3320).\n *\n * Two things the CRM keeps are read through the CURRENT consent group, so a\n * change to the declaration moves under them unless they move too:\n *\n *  - **C4 — a contact's per-site refusal.** `marketingConsentByHost.{site}`\n *    holding `marketingConsent: false` refuses mail from every site of that\n *    site's group (`readMarketingBasis`). When two sites stop being one\n *    sender, each keeps the refusals the other held: the refusal is written\n *    onto the receiving site's entry by dotted path, with the one it\n *    replaced kept as `supersededEntry`. A refusal is carried whenever it was\n *    given — over-carrying is the safe direction — and one the receiving site\n *    already holds is left alone. Only contacts carry per-site refusals;\n *    leads and list memberships carry grants alone.\n *  - **The holder records**, `facets.{groupId}` — a profile, an owner, a\n *    stage, notes, order figures and a timeline, keyed by the group that\n *    keeps them. Every writer keys by the declaration in force, so after the\n *    flip a site's records must be under its new key:\n *     - a MOVE folds every old key's facet into the new key's, with the\n *       existing target first and then the sources in the order the person\n *       met their sites, through `mergeContactFacet` — the survivor's\n *       values win, lists union, figures sum — and deletes each source in\n *       the same write, so a figure is summed exactly once;\n *     - a SPLIT copies the facet, without its figures and with only the\n *       timeline entries of the successor's own sites, to each successor\n *       that met the person itself, merged under whatever the successor\n *       already holds. The figures follow the capture only when every site\n *       that met the person lands under one key; otherwise they stay with the\n *       surviving key, or — when the key dissolves — are dropped and counted.\n *\n * ## Run twice, write once\n *\n * The executor runs `carry` before the flip and again as the catch-up, and\n * the sweep runs everything once more. A carried refusal is skipped once the\n * receiving entry refuses; a MOVE or a dissolving SPLIT deletes its source in\n * the write that folds it, so a second pass finds nothing — except a\n * straggler a long job wrote under the old key after the first pass, which is\n * exactly what the sweep exists to fold in. A SPLIT whose key survives stays\n * a live key, so each copy is stamped with the change that made it\n * (`copiedByChange`), and a pass that finds the stamp does not copy again.\n */\n\nimport { mergeContactFacet } from '@aglyn/aglyn/app-utils/contact-merge'\nimport type {\n  ConsentGroupChangePlan,\n  ConsentGroupChangePreviewLine,\n  ConsentGroupHolderMove,\n  ConsentGroupHolderSplit,\n} from '@aglyn/aglyn/app-utils/consent-group-change'\nimport {\n  CONTACT_FACETS_FIELD,\n  type ContactInteraction,\n  interactionsForGroup,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  COMPANY_CONTACTS_COUNT_FIELD,\n  CONTACT_COMPANY_IDS_FIELD,\n  CRM_COLLECTIONS,\n} from '@aglyn/aglyn/app-utils/crm'\nimport {\n  CAPTURED_BY_HOST_FIELD,\n  CONSENT_GROUP_ID_FIELD,\n  MARKETING_CONSENT_BY_HOST_FIELD,\n  MARKETING_CONSENT_FIELD,\n  MARKETING_CONSENT_SOURCE_FIELD,\n} from '@aglyn/aglyn/app-utils/marketing-consent'\nimport type {\n  ConsentGroupChangeParticipant,\n  ConsentGroupChangeRunRequest,\n  ConsentGroupChangeRunResult,\n} from '@aglyn/aglyn/plugin-manager/plugin-consent-group-change'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin/server/firebase-admin'\nimport { FieldPath, FieldValue } from 'firebase-admin/firestore'\nimport { summarizeConsentGroupChange } from '../model/consent-group-summary'\n\n/** Contacts one page of the refusal carry reads. */\nexport const REFUSAL_PAGE = 300\n\n/** Contacts one page of the holder pass reads. */\nexport const HOLDER_PAGE = 200\n\n/**\n * The most records a preview reads to answer a count no aggregation can:\n * past it, the line says so with a `null` count rather than guess.\n */\nexport const PREVIEW_SCAN_LIMIT = 5_000\n\n/**\n * The figures a facet sums, and the instants that go with them — what\n * `mergeContactFacet` adds up or takes the earliest or latest of. A split\n * cannot divide one person's purchases between two holders, so a copy\n * leaves them behind.\n */\nexport const HOLDER_FIGURE_FIELDS = [\n  'ltvCents',\n  'ordersCount',\n  'refundedCents',\n  'refundedOrdersCount',\n  'firstPurchaseAtMs',\n  'lastPurchaseAtMs',\n  'lastRefundAtMs',\n  'lastEmailEngagementAtMs',\n] as const\n\n/** The stamp a split's copy carries: `{ [sourceKey]: changeId }`. */\nexport const COPIED_BY_CHANGE_FIELD = 'copiedByChange'\n\ntype Doc = Record<string, unknown>\n\n/** The error codes that mean the contact was written since it was read. */\nconst RACED = new Set([5, 9])\nconst codeOf = (error: unknown): number | undefined => (error as { code?: number } | null)?.code\n\nfunction mapOf(value: unknown): Doc {\n  return value && typeof value === 'object' && !Array.isArray(value) ? (value as Doc) : {}\n}\n\n/** The sites that met this person, in the order they did — then the legacy `hostId`. */\nfunction captureOrder(contact: Doc): string[] {\n  const raw = contact[CAPTURED_BY_HOST_FIELD]\n  const ordered = Array.isArray(raw)\n    ? raw.map((id) => String(id ?? '').trim()).filter(Boolean)\n    : []\n  const legacy = typeof contact['hostId'] === 'string' ? (contact['hostId'] as string) : ''\n  return legacy && !ordered.includes(legacy) ? [...ordered, legacy] : ordered\n}\n\nfunction withoutFigures(facet: Doc): Doc {\n  const out: Doc = { ...facet }\n  for (const field of HOLDER_FIGURE_FIELDS) delete out[field]\n  return out\n}\n\nfunction figuresOf(facet: Doc): Doc {\n  const out: Doc = {}\n  for (const field of HOLDER_FIGURE_FIELDS) {\n    if (field in facet) out[field] = facet[field]\n  }\n  return out\n}\n\n/** What one contact's holder records become, as a dotted `update()` patch. */\nexport interface HolderPatch {\n  patch: Doc\n  combined: number\n  copied: number\n  figuresDropped: number\n  /** Each company whose contacts count moves, by how much. */\n  companyCounts: Array<{ companyId: string; delta: 1 | -1 }>\n}\n\n/**\n * The holder records of one contact after the plan's flows — or `null` when\n * nothing moves.\n *\n * `stragglersOnly` is the sweep: only the flows that delete their source\n * (MOVE, and a SPLIT whose key dissolves) run, because only those can have\n * left anything behind that a later writer recreated. A key that survived a\n * split is a live key after the flip, and its new writes belong to it.\n */\nexport function planHolderRecords(\n  contact: Doc,\n  plan: Pick<ConsentGroupChangePlan, 'flows'>,\n  changeId: string,\n  options: { stragglersOnly?: boolean } = {},\n): HolderPatch | null {\n  const facets = mapOf(contact[CONTACT_FACETS_FIELD]) as Record<string, Doc>\n  const captured = captureOrder(contact)\n  const next: Record<string, Doc | null> = {}\n  const current = (key: string): Doc | undefined =>\n    key in next ? (next[key] ?? undefined) : facets[key]\n  let combined = 0\n  let copied = 0\n  let figuresDropped = 0\n\n  const splits = plan.flows.filter(\n    (flow): flow is ConsentGroupHolderSplit =>\n      flow.kind === 'split' && !(options.stragglersOnly && flow.survives),\n  )\n  const copies: Array<{ key: string; facet: Doc }> = []\n  for (const split of splits) {\n    const source = facets[split.from]\n    if (!source || typeof source !== 'object') continue\n    if (\n      split.survives &&\n      split.successors.some(\n        (successor) => mapOf(facets[successor.key]?.[COPIED_BY_CHANGE_FIELD])[split.from] === changeId,\n      )\n    ) {\n      continue\n    }\n    const keyOf = (hostId: string) =>\n      split.stayHostIds.includes(hostId)\n        ? split.from\n        : (split.successors.find((successor) => successor.hostIds.includes(hostId))?.key ?? null)\n    let eligible = split.successors.filter((successor) =>\n      successor.hostIds.some((hostId) => captured.includes(hostId)),\n    )\n    if (!split.survives && !eligible.length) eligible = split.successors\n    const landing = [\n      ...new Set(\n        captured\n          .filter((hostId) => split.fromHostIds.includes(hostId))\n          .map(keyOf)\n          .filter((key): key is string => key !== null),\n      ),\n    ]\n    const figuresTo =\n      landing.length === 1 && landing[0] !== split.from && eligible.some((s) => s.key === landing[0])\n        ? landing[0]\n        : null\n    for (const successor of eligible) {\n      const copy: Doc = {\n        ...withoutFigures(source),\n        interactions: interactionsForGroup(\n          (source['interactions'] ?? []) as ContactInteraction[],\n          successor.hostIds,\n        ),\n        ...(successor.key === figuresTo ? figuresOf(source) : {}),\n      }\n      if (split.survives) copy[COPIED_BY_CHANGE_FIELD] = { [split.from]: changeId }\n      copies.push({ key: successor.key, facet: copy })\n    }\n    if (split.survives) {\n      if (figuresTo) next[split.from] = withoutFigures(current(split.from) ?? source)\n    } else {\n      next[split.from] = null\n      const figures = figuresOf(source)\n      if (!figuresTo && Object.keys(figures).some((field) => field !== 'lastEmailEngagementAtMs')) {\n        figuresDropped += 1\n      }\n    }\n  }\n\n  const moves = new Map<string, ConsentGroupHolderMove[]>()\n  for (const flow of plan.flows) {\n    if (flow.kind !== 'move' || !facets[flow.from]) continue\n    moves.set(flow.to, [...(moves.get(flow.to) ?? []), flow])\n  }\n  const metAt = (hostIds: readonly string[]) => {\n    const indexes = hostIds.map((hostId) => captured.indexOf(hostId)).filter((index) => index >= 0)\n    return indexes.length ? Math.min(...indexes) : Number.POSITIVE_INFINITY\n  }\n  for (const [target, sources] of moves) {\n    const ordered = [...sources].sort(\n      (a, b) => metAt(a.fromHostIds) - metAt(b.fromHostIds) || (a.from < b.from ? -1 : a.from > b.from ? 1 : 0),\n    )\n    let folded = current(target)\n    // A person is COMBINED when two or more records become one; a lone\n    // record under a new key is only moved.\n    if (ordered.length + (folded ? 1 : 0) >= 2) combined += 1\n    for (const source of ordered) {\n      const facet = facets[source.from]\n      folded = folded ? mergeContactFacet(folded, facet) : { ...facet }\n      next[source.from] = null\n    }\n    if (folded) next[target] = folded\n  }\n\n  for (const { key, facet } of copies) {\n    const existing = current(key)\n    const merged = existing ? mergeContactFacet(existing, facet) : facet\n    // The stamps are a union, never the survivor's alone: the merge keeps a\n    // map the survivor already has, and a lost stamp would copy again.\n    const stamps = {\n      ...mapOf(existing?.[COPIED_BY_CHANGE_FIELD]),\n      ...mapOf(facet[COPIED_BY_CHANGE_FIELD]),\n    }\n    if (Object.keys(stamps).length) merged[COPIED_BY_CHANGE_FIELD] = stamps\n    next[key] = merged\n    copied += 1\n  }\n\n  const keys = Object.keys(next)\n  if (!keys.length) return null\n\n  /*\n   * The company mirror follows the facets: an id that no facet names any\n   * more leaves it, and one a facet newly names joins it. Ids the mirror held\n   * without a facet naming them — links older than the facets — are left.\n   */\n  const named = (source: Record<string, Doc | null | undefined>) =>\n    new Set(\n      Object.values(source)\n        .map((facet) => (facet ? facet['companyId'] : null))\n        .filter((id): id is string => typeof id === 'string' && id !== ''),\n    )\n  const after: Record<string, Doc | null> = { ...facets, ...next }\n  const before = named(facets)\n  const now = named(after)\n  const mirror = Array.isArray(contact[CONTACT_COMPANY_IDS_FIELD])\n    ? (contact[CONTACT_COMPANY_IDS_FIELD] as unknown[]).filter(\n        (id): id is string => typeof id === 'string' && id !== '',\n      )\n    : []\n  const companyCounts: HolderPatch['companyCounts'] = []\n  const leaving = [...before].filter((id) => !now.has(id))\n  const joining = [...now].filter((id) => !before.has(id))\n  for (const id of leaving) if (mirror.includes(id)) companyCounts.push({ companyId: id, delta: -1 })\n  for (const id of joining) if (!mirror.includes(id)) companyCounts.push({ companyId: id, delta: 1 })\n\n  const patch: Doc = {}\n  for (const key of keys) {\n    patch[`${CONTACT_FACETS_FIELD}.${key}`] = next[key] === null ? FieldValue.delete() : next[key]\n  }\n  if (companyCounts.length) {\n    patch[CONTACT_COMPANY_IDS_FIELD] = [\n      ...mirror.filter((id) => !leaving.includes(id)),\n      ...joining.filter((id) => !mirror.includes(id)),\n    ]\n  }\n  patch['updatedAt'] = FieldValue.serverTimestamp()\n  return { patch, combined, copied, figuresDropped, companyCounts }\n}\n\n/**\n * The refusal `from` holds, carried onto `to` — or `null` when `to` already\n * refuses or `from` does not.\n */\nexport function planRefusalCarry(\n  contact: Doc,\n  carry: { toHostId: string; fromHostId: string },\n  changeId: string,\n): Doc | null {\n  const byHost = mapOf(contact[MARKETING_CONSENT_BY_HOST_FIELD])\n  const source = mapOf(byHost[carry.fromHostId])\n  if (source[MARKETING_CONSENT_FIELD] !== false) return null\n  const target = byHost[carry.toHostId]\n  if (mapOf(target)[MARKETING_CONSENT_FIELD] === false) return null\n  const entry: Doc = {\n    [MARKETING_CONSENT_FIELD]: false,\n    ...(source['marketingConsentAtMs'] !== undefined\n      ? { marketingConsentAtMs: source['marketingConsentAtMs'] }\n      : {}),\n    ...(source[MARKETING_CONSENT_SOURCE_FIELD] !== undefined\n      ? { [MARKETING_CONSENT_SOURCE_FIELD]: source[MARKETING_CONSENT_SOURCE_FIELD] }\n      : {}),\n    carriedFromHostId: carry.fromHostId,\n    carriedByChangeId: changeId,\n    ...(target && typeof target === 'object' ? { supersededEntry: target } : {}),\n  }\n  return {\n    [`${MARKETING_CONSENT_BY_HOST_FIELD}.${carry.toHostId}`]: entry,\n    updatedAt: FieldValue.serverTimestamp(),\n  }\n}\n\n/*==========================================\n * THE PASSES\n *=========================================*/\n\ninterface Cursor {\n  /** `refusals` walks the carries; `holders` walks every contact. */\n  stage: 'refusals' | 'holders'\n  /** The carry being walked, in `refusals`. */\n  carry: number\n  after: string | null\n}\n\nfunction readCursor(raw: string | null, first: Cursor['stage']): Cursor {\n  if (raw) {\n    try {\n      const parsed = JSON.parse(raw) as Cursor\n      if (parsed && (parsed.stage === 'refusals' || parsed.stage === 'holders')) return parsed\n    } catch {\n      // A cursor this participant did not write starts the phase over, which\n      // every pass is safe to do.\n    }\n  }\n  return { stage: first, carry: 0, after: null }\n}\n\nexport interface ConsentGroupParticipantOptions {\n  firestore?: () => FirebaseFirestore.Firestore\n  now?: () => number\n}\n\n/** One contact write, guarded by the read it was computed from. */\ninterface Pending {\n  snapshot: FirebaseFirestore.QueryDocumentSnapshot | FirebaseFirestore.DocumentSnapshot\n  patch: Doc\n  after?: () => Promise<void>\n}\n\n/**\n * Writes a page's patches, each with a `lastUpdateTime` precondition, and\n * recomputes the ones that raced once from a fresh read. Answers how many\n * were written.\n */\nasync function writeGuarded(\n  firestore: FirebaseFirestore.Firestore,\n  pending: Pending[],\n  recompute: (snapshot: FirebaseFirestore.DocumentSnapshot) => Pending | null,\n): Promise<number> {\n  let written = 0\n  let due = pending\n  for (let round = 0; round < 2 && due.length; round += 1) {\n    const writer = firestore.bulkWriter()\n    const outcomes = due.map((entry) =>\n      writer\n        .update(entry.snapshot.ref, entry.patch, {\n          lastUpdateTime: entry.snapshot.updateTime as FirebaseFirestore.Timestamp,\n        })\n        .then(\n          () => ({ entry, error: null as unknown }),\n          (error: unknown) => ({ entry, error: error ?? new Error('The write failed') }),\n        ),\n    )\n    await writer.close()\n    const raced: Pending[] = []\n    for (const { entry, error } of await Promise.all(outcomes)) {\n      if (error === null) {\n        written += 1\n        await entry.after?.()\n        continue\n      }\n      const code = codeOf(error)\n      if (code === undefined || !RACED.has(code)) throw error\n      raced.push(entry)\n    }\n    if (!raced.length) return written\n    const fresh = await firestore.getAll(...raced.map((entry) => entry.snapshot.ref))\n    due = fresh\n      .filter((snapshot) => snapshot.exists)\n      .map(recompute)\n      .filter((entry): entry is Pending => entry !== null)\n  }\n  if (due.length) {\n    throw new Error(`[crm] ${due.length} contact(s) kept changing under the consent group change`)\n  }\n  return written\n}\n\n/**\n * The CRM's participant. `firestore` and `now` are injectable for the specs;\n * the defaults are the Admin SDK's and the wall clock.\n */\nexport function createConsentGroupParticipant(\n  options: ConsentGroupParticipantOptions = {},\n): ConsentGroupChangeParticipant {\n  const db = () => (options.firestore ?? (() => firebaseAdmin.app().firestore()))()\n  const now = options.now ?? Date.now\n  const contactsOf = (orgId: string) => db().collection('orgs').doc(orgId).collection('contacts')\n\n  async function countOf(query: FirebaseFirestore.Query): Promise<number> {\n    return Number((await query.count().get()).data().count) || 0\n  }\n\n  /** One page of one carry's refusals. */\n  async function refusalPage(\n    request: ConsentGroupChangeRunRequest,\n    cursor: Cursor,\n    counts: Record<string, number>,\n  ): Promise<Cursor | null> {\n    const carries = request.plan.carries\n    if (cursor.carry >= carries.length) return null\n    const carry = carries[cursor.carry]\n    let query = contactsOf(request.orgId)\n      .where(`${MARKETING_CONSENT_BY_HOST_FIELD}.${carry.fromHostId}.${MARKETING_CONSENT_FIELD}`, '==', false)\n      .orderBy(FieldPath.documentId())\n      .limit(REFUSAL_PAGE)\n    if (cursor.after) query = query.startAfter(cursor.after)\n    const page = await query.get()\n    const plan = (snapshot: FirebaseFirestore.DocumentSnapshot): Pending | null => {\n      const patch = planRefusalCarry((snapshot.data() ?? {}) as Doc, carry, request.changeId)\n      return patch ? { snapshot, patch } : null\n    }\n    const pending = page.docs.map(plan).filter((entry): entry is Pending => entry !== null)\n    counts['refusals'] = (counts['refusals'] ?? 0) +\n      (request.dryRun ? pending.length : await writeGuarded(db(), pending, plan))\n    if (page.size < REFUSAL_PAGE) return { stage: 'refusals', carry: cursor.carry + 1, after: null }\n    return { stage: 'refusals', carry: cursor.carry, after: page.docs[page.docs.length - 1].id }\n  }\n\n  /** One page of the holder pass over every contact. */\n  async function holderPage(\n    request: ConsentGroupChangeRunRequest,\n    cursor: Cursor,\n    counts: Record<string, number>,\n  ): Promise<Cursor | null> {\n    let query = contactsOf(request.orgId).orderBy(FieldPath.documentId()).limit(HOLDER_PAGE)\n    if (cursor.after) query = query.startAfter(cursor.after)\n    const page = await query.get()\n    const companies = db().collection('orgs').doc(request.orgId).collection(CRM_COLLECTIONS.companies)\n    const stragglersOnly = request.phase === 'sweep'\n    const tally = { combined: 0, copied: 0, figuresDropped: 0 }\n    const count = (planned: HolderPatch) => {\n      tally.combined += planned.combined\n      tally.copied += planned.copied\n      tally.figuresDropped += planned.figuresDropped\n    }\n    const plan = (snapshot: FirebaseFirestore.DocumentSnapshot): (Pending & { planned: HolderPatch }) | null => {\n      const planned = planHolderRecords((snapshot.data() ?? {}) as Doc, request.plan, request.changeId, {\n        stragglersOnly,\n      })\n      if (!planned) return null\n      return {\n        snapshot,\n        planned,\n        patch: planned.patch,\n        after: async () => {\n          count(planned)\n          // A count that could not move is logged and left: the company's own\n          // page takes the live aggregate, which corrects it.\n          await Promise.all(\n            planned.companyCounts.map((change) =>\n              companies\n                .doc(change.companyId)\n                .update({ [COMPANY_CONTACTS_COUNT_FIELD]: FieldValue.increment(change.delta) })\n                .catch((error: unknown) => {\n                  console.error('[crm] company contacts count could not move', change.companyId, error)\n                }),\n            ),\n          )\n        },\n      }\n    }\n    const pending = page.docs\n      .map(plan)\n      .filter((entry): entry is Pending & { planned: HolderPatch } => entry !== null)\n    if (request.dryRun) for (const entry of pending) count(entry.planned)\n    else await writeGuarded(db(), pending, plan)\n    counts['combined'] = (counts['combined'] ?? 0) + tally.combined\n    counts['copied'] = (counts['copied'] ?? 0) + tally.copied\n    counts['figuresDropped'] = (counts['figuresDropped'] ?? 0) + tally.figuresDropped\n    if (page.size < HOLDER_PAGE) return null\n    return { stage: 'holders', carry: 0, after: page.docs[page.docs.length - 1].id }\n  }\n\n  return {\n    async run(request): Promise<ConsentGroupChangeRunResult> {\n      const counts: Record<string, number> = {}\n      const hasHolderFlows = request.plan.flows.length > 0\n      // `carry` walks the refusals; `rehome` the holders; `sweep` both.\n      let cursor: Cursor | null = readCursor(\n        request.cursor,\n        request.phase === 'rehome' ? 'holders' : 'refusals',\n      )\n      while (cursor && now() < request.deadlineMs) {\n        if (cursor.stage === 'refusals') {\n          const next: Cursor | null = await refusalPage(request, cursor, counts)\n          cursor =\n            next ??\n            (request.phase === 'sweep' && hasHolderFlows\n              ? { stage: 'holders', carry: 0, after: null }\n              : null)\n          continue\n        }\n        cursor = hasHolderFlows ? await holderPage(request, cursor, counts) : null\n      }\n      return { done: cursor === null, cursor: cursor ? JSON.stringify(cursor) : null, counts }\n    },\n\n    async preview({ orgId, plan }): Promise<ConsentGroupChangePreviewLine[]> {\n      const contacts = contactsOf(orgId)\n      const lines: ConsentGroupChangePreviewLine[] = []\n      const moves = plan.flows.filter((flow): flow is ConsentGroupHolderMove => flow.kind === 'move')\n      const splits = plan.flows.filter((flow): flow is ConsentGroupHolderSplit => flow.kind === 'split')\n      const people = (count: number | null) => (count === 1 ? 'person' : 'people')\n      const figure = (count: number | null) => (count === null ? 'some' : String(count))\n\n      /*\n       * `crm.combine`: the people whose records under two or more of the\n       * folding keys become one. No aggregation can ask \"two or more\", so the\n       * records under each source key are read — bounded, and `null` past\n       * the bound — and put through the same fold the re-home runs.\n       */\n      if (moves.length) {\n        const seen = new Map<string, Doc>()\n        let bounded = true\n        for (const move of moves) {\n          const page = await contacts\n            .where(`${CONTACT_FACETS_FIELD}.${move.from}`, '!=', null)\n            .limit(PREVIEW_SCAN_LIMIT + 1)\n            .get()\n          if (page.size > PREVIEW_SCAN_LIMIT) bounded = false\n          for (const doc of page.docs) seen.set(doc.id, (doc.data() ?? {}) as Doc)\n        }\n        const combine = bounded\n          ? [...seen.values()].reduce(\n              (total, contact) =>\n                total + (planHolderRecords(contact, { flows: moves }, '')?.combined ?? 0),\n              0,\n            )\n          : null\n        lines.push({\n          id: 'crm.combine',\n          text: `The CRM records these sites keep about the same person will be combined for ${figure(combine)} ${people(combine)}.`,\n          count: combine,\n          severity: 'info',\n        })\n      }\n\n      if (splits.length) {\n        /*\n         * `crm.copy`: the people a separating site takes a copy for. When the\n         * key survives, those are the people the separating sites met\n         * themselves; when it dissolves, everybody it holds, since a record\n         * nobody met goes to every successor.\n         */\n        let copy = 0\n        for (const split of splits) {\n          if (!split.survives) {\n            copy += await countOf(contacts.where(`${CONTACT_FACETS_FIELD}.${split.from}`, '!=', null))\n            continue\n          }\n          const leavers = split.successors.flatMap((successor) => successor.hostIds)\n          for (let index = 0; index < leavers.length; index += 30) {\n            copy += await countOf(\n              contacts.where(CAPTURED_BY_HOST_FIELD, 'array-contains-any', leavers.slice(index, index + 30)),\n            )\n          }\n        }\n        lines.push({\n          id: 'crm.copy',\n          text: `The separating sites keep a copy of the CRM record for the ${copy} ${people(copy)} they met themselves.`,\n          count: copy,\n          severity: 'info',\n        })\n\n        /*\n         * `crm.grants` and `crm.visibility`, per separating site: the people\n         * who signed up to the group through it and still hold that grant,\n         * and the people it can see without having met them.\n         */\n        let grants = 0\n        let visible = 0\n        for (const split of splits) {\n          for (const hostId of split.successors.flatMap((successor) => successor.hostIds)) {\n            grants += await countOf(\n              contacts\n                .where(`${MARKETING_CONSENT_BY_HOST_FIELD}.${hostId}.${CONSENT_GROUP_ID_FIELD}`, '==', split.from)\n                .where(`${MARKETING_CONSENT_BY_HOST_FIELD}.${hostId}.${MARKETING_CONSENT_FIELD}`, '==', true),\n            )\n            const seen = await countOf(contacts.where('visibleTo', 'array-contains', `host:${hostId}`))\n            const met = await countOf(contacts.where(CAPTURED_BY_HOST_FIELD, 'array-contains', hostId))\n            visible += Math.max(0, seen - met)\n          }\n        }\n        lines.push({\n          id: 'crm.grants',\n          text: `The separating sites can still email the ${grants} ${people(grants)} who signed up to the group while they were part of it.`,\n          count: grants,\n          severity: 'info',\n        })\n        lines.push({\n          id: 'crm.visibility',\n          text: `The separating sites will still see ${visible} ${people(visible)} they met only through the group's other sites, without their CRM details.`,\n          count: visible,\n          severity: 'info',\n        })\n\n        /*\n         * `crm.figures`: on a dissolve, the people whose order totals cannot\n         * follow one site and are dropped. Read like the combine — the people\n         * with orders under the key, bounded — and decided by the same split.\n         */\n        const dissolving = splits.filter((split) => !split.survives)\n        if (dissolving.length) {\n          let figures: number | null = 0\n          for (const split of dissolving) {\n            const page = await contacts\n              .where(`${CONTACT_FACETS_FIELD}.${split.from}.ordersCount`, '>', 0)\n              .limit(PREVIEW_SCAN_LIMIT + 1)\n              .get()\n            if (page.size > PREVIEW_SCAN_LIMIT || figures === null) {\n              figures = null\n              continue\n            }\n            for (const doc of page.docs) {\n              figures +=\n                planHolderRecords((doc.data() ?? {}) as Doc, { flows: [split] }, '')?.figuresDropped ?? 0\n            }\n          }\n          lines.push({\n            id: 'crm.figures',\n            text: `Order totals for ${figure(figures)} ${people(figures)} who bought on more than one of these sites can't be split and will be removed.`,\n            count: figures,\n            severity: 'warning',\n          })\n        }\n      }\n\n      /*\n       * `crm.refusals`: the refusals C4 would write — each separating pair's\n       * declined consents, less the ones the receiving site already holds.\n       */\n      if (plan.carries.length) {\n        let refusals = 0\n        for (const carry of plan.carries) {\n          const declined = (hostId: string) =>\n            `${MARKETING_CONSENT_BY_HOST_FIELD}.${hostId}.${MARKETING_CONSENT_FIELD}`\n          const from = contacts.where(declined(carry.fromHostId), '==', false)\n          refusals += Math.max(\n            0,\n            (await countOf(from)) - (await countOf(from.where(declined(carry.toHostId), '==', false))),\n          )\n        }\n        lines.push({\n          id: 'crm.refusals',\n          text: `${refusals} declined ${refusals === 1 ? 'consent' : 'consents'} will be copied to the sites that separate.`,\n          count: refusals,\n          severity: 'info',\n        })\n      }\n      return lines\n    },\n\n    summarize: summarizeConsentGroupChange,\n  }\n}\n\n/** The participant the CRM registers, on the Admin SDK and the wall clock. */\nexport const consentGroupParticipant = 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/consent-group-participant.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 * THE CRM'S SHARE OF A CONSENT GROUP CHANGE (AGL-3320).\n *\n * Two things the CRM keeps are read through the CURRENT consent group, so a\n * change to the declaration moves under them unless they move too:\n *\n *  - **C4 — a contact's per-site refusal.** `marketingConsentByHost.{site}`\n *    holding `marketingConsent: false` refuses mail from every site of that\n *    site's group (`readMarketingBasis`). When two sites stop being one\n *    sender, each keeps the refusals the other held: the refusal is written\n *    onto the receiving site's entry by dotted path, with the one it\n *    replaced kept as `supersededEntry`. A refusal is carried whenever it was\n *    given — over-carrying is the safe direction — and one the receiving site\n *    already holds is left alone. Only contacts carry per-site refusals;\n *    leads and list memberships carry grants alone.\n *  - **The holder records**, `facets.{groupId}` — a profile, an owner, a\n *    stage, notes, order figures and a timeline, keyed by the group that\n *    keeps them. Every writer keys by the declaration in force, so after the\n *    flip a site's records must be under its new key:\n *     - a MOVE folds every old key's facet into the new key's, with the\n *       existing target first and then the sources in the order the person\n *       met their sites, through `mergeContactFacet` — the survivor's\n *       values win, lists union, figures sum — and deletes each source in\n *       the same write, so a figure is summed exactly once;\n *     - a SPLIT copies the facet, without its figures and with only the\n *       timeline entries of the successor's own sites, to each successor\n *       that met the person itself, merged under whatever the successor\n *       already holds. The figures follow the capture only when every site\n *       that met the person lands under one key; otherwise they stay with the\n *       surviving key, or — when the key dissolves — are dropped and counted.\n *\n * ## Run twice, write once\n *\n * The executor runs `carry` before the flip and again as the catch-up, and\n * the sweep runs everything once more. A carried refusal is skipped once the\n * receiving entry refuses; a MOVE or a dissolving SPLIT deletes its source in\n * the write that folds it, so a second pass finds nothing — except a\n * straggler a long job wrote under the old key after the first pass, which is\n * exactly what the sweep exists to fold in. A SPLIT whose key survives stays\n * a live key, so each copy is stamped with the change that made it\n * (`copiedByChange`), and a pass that finds the stamp does not copy again.\n */\n\nimport { mergeContactFacet } from '@aglyn/aglyn/app-utils/contact-merge'\nimport type {\n  ConsentGroupChangePlan,\n  ConsentGroupChangePreviewLine,\n  ConsentGroupHolderMove,\n  ConsentGroupHolderSplit,\n} from '@aglyn/aglyn/app-utils/consent-group-change'\nimport {\n  CONTACT_FACETS_FIELD,\n  type ContactInteraction,\n  interactionsForGroup,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  COMPANY_CONTACTS_COUNT_FIELD,\n  CONTACT_COMPANY_IDS_FIELD,\n  CRM_COLLECTIONS,\n} from '@aglyn/aglyn/app-utils/crm'\nimport {\n  CAPTURED_BY_HOST_FIELD,\n  CONSENT_GROUP_ID_FIELD,\n  MARKETING_CONSENT_BY_HOST_FIELD,\n  MARKETING_CONSENT_FIELD,\n  MARKETING_CONSENT_SOURCE_FIELD,\n} from '@aglyn/aglyn/app-utils/marketing-consent'\nimport type {\n  ConsentGroupChangeParticipant,\n  ConsentGroupChangeRunRequest,\n  ConsentGroupChangeRunResult,\n} from '@aglyn/aglyn/plugin-manager/plugin-consent-group-change'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin/server/firebase-admin'\nimport { restampCrmListFieldsAt } from '@aglyn/tenant-data-admin/server/crm-records'\nimport { FieldPath, FieldValue } from 'firebase-admin/firestore'\nimport { summarizeConsentGroupChange } from '../model/consent-group-summary'\n\n/** Contacts one page of the refusal carry reads. */\nexport const REFUSAL_PAGE = 300\n\n/** Contacts one page of the holder pass reads. */\nexport const HOLDER_PAGE = 200\n\n/**\n * The most records a preview reads to answer a count no aggregation can:\n * past it, the line says so with a `null` count rather than guess.\n */\nexport const PREVIEW_SCAN_LIMIT = 5_000\n\n/**\n * The figures a facet sums, and the instants that go with them — what\n * `mergeContactFacet` adds up or takes the earliest or latest of. A split\n * cannot divide one person's purchases between two holders, so a copy\n * leaves them behind.\n */\nexport const HOLDER_FIGURE_FIELDS = [\n  'ltvCents',\n  'ordersCount',\n  'refundedCents',\n  'refundedOrdersCount',\n  'firstPurchaseAtMs',\n  'lastPurchaseAtMs',\n  'lastRefundAtMs',\n  'lastEmailEngagementAtMs',\n] as const\n\n/** The stamp a split's copy carries: `{ [sourceKey]: changeId }`. */\nexport const COPIED_BY_CHANGE_FIELD = 'copiedByChange'\n\ntype Doc = Record<string, unknown>\n\n/** The error codes that mean the contact was written since it was read. */\nconst RACED = new Set([5, 9])\nconst codeOf = (error: unknown): number | undefined => (error as { code?: number } | null)?.code\n\nfunction mapOf(value: unknown): Doc {\n  return value && typeof value === 'object' && !Array.isArray(value) ? (value as Doc) : {}\n}\n\n/** The sites that met this person, in the order they did — then the legacy `hostId`. */\nfunction captureOrder(contact: Doc): string[] {\n  const raw = contact[CAPTURED_BY_HOST_FIELD]\n  const ordered = Array.isArray(raw)\n    ? raw.map((id) => String(id ?? '').trim()).filter(Boolean)\n    : []\n  const legacy = typeof contact['hostId'] === 'string' ? (contact['hostId'] as string) : ''\n  return legacy && !ordered.includes(legacy) ? [...ordered, legacy] : ordered\n}\n\nfunction withoutFigures(facet: Doc): Doc {\n  const out: Doc = { ...facet }\n  for (const field of HOLDER_FIGURE_FIELDS) delete out[field]\n  return out\n}\n\nfunction figuresOf(facet: Doc): Doc {\n  const out: Doc = {}\n  for (const field of HOLDER_FIGURE_FIELDS) {\n    if (field in facet) out[field] = facet[field]\n  }\n  return out\n}\n\n/** What one contact's holder records become, as a dotted `update()` patch. */\nexport interface HolderPatch {\n  patch: Doc\n  combined: number\n  copied: number\n  figuresDropped: number\n  /** Each company whose contacts count moves, by how much. */\n  companyCounts: Array<{ companyId: string; delta: 1 | -1 }>\n}\n\n/**\n * The holder records of one contact after the plan's flows — or `null` when\n * nothing moves.\n *\n * `stragglersOnly` is the sweep: only the flows that delete their source\n * (MOVE, and a SPLIT whose key dissolves) run, because only those can have\n * left anything behind that a later writer recreated. A key that survived a\n * split is a live key after the flip, and its new writes belong to it.\n */\nexport function planHolderRecords(\n  contact: Doc,\n  plan: Pick<ConsentGroupChangePlan, 'flows'>,\n  changeId: string,\n  options: { stragglersOnly?: boolean } = {},\n): HolderPatch | null {\n  const facets = mapOf(contact[CONTACT_FACETS_FIELD]) as Record<string, Doc>\n  const captured = captureOrder(contact)\n  const next: Record<string, Doc | null> = {}\n  const current = (key: string): Doc | undefined =>\n    key in next ? (next[key] ?? undefined) : facets[key]\n  let combined = 0\n  let copied = 0\n  let figuresDropped = 0\n\n  const splits = plan.flows.filter(\n    (flow): flow is ConsentGroupHolderSplit =>\n      flow.kind === 'split' && !(options.stragglersOnly && flow.survives),\n  )\n  const copies: Array<{ key: string; facet: Doc }> = []\n  for (const split of splits) {\n    const source = facets[split.from]\n    if (!source || typeof source !== 'object') continue\n    if (\n      split.survives &&\n      split.successors.some(\n        (successor) => mapOf(facets[successor.key]?.[COPIED_BY_CHANGE_FIELD])[split.from] === changeId,\n      )\n    ) {\n      continue\n    }\n    const keyOf = (hostId: string) =>\n      split.stayHostIds.includes(hostId)\n        ? split.from\n        : (split.successors.find((successor) => successor.hostIds.includes(hostId))?.key ?? null)\n    let eligible = split.successors.filter((successor) =>\n      successor.hostIds.some((hostId) => captured.includes(hostId)),\n    )\n    if (!split.survives && !eligible.length) eligible = split.successors\n    const landing = [\n      ...new Set(\n        captured\n          .filter((hostId) => split.fromHostIds.includes(hostId))\n          .map(keyOf)\n          .filter((key): key is string => key !== null),\n      ),\n    ]\n    const figuresTo =\n      landing.length === 1 && landing[0] !== split.from && eligible.some((s) => s.key === landing[0])\n        ? landing[0]\n        : null\n    for (const successor of eligible) {\n      const copy: Doc = {\n        ...withoutFigures(source),\n        interactions: interactionsForGroup(\n          (source['interactions'] ?? []) as ContactInteraction[],\n          successor.hostIds,\n        ),\n        ...(successor.key === figuresTo ? figuresOf(source) : {}),\n      }\n      if (split.survives) copy[COPIED_BY_CHANGE_FIELD] = { [split.from]: changeId }\n      copies.push({ key: successor.key, facet: copy })\n    }\n    if (split.survives) {\n      if (figuresTo) next[split.from] = withoutFigures(current(split.from) ?? source)\n    } else {\n      next[split.from] = null\n      const figures = figuresOf(source)\n      if (!figuresTo && Object.keys(figures).some((field) => field !== 'lastEmailEngagementAtMs')) {\n        figuresDropped += 1\n      }\n    }\n  }\n\n  const moves = new Map<string, ConsentGroupHolderMove[]>()\n  for (const flow of plan.flows) {\n    if (flow.kind !== 'move' || !facets[flow.from]) continue\n    moves.set(flow.to, [...(moves.get(flow.to) ?? []), flow])\n  }\n  const metAt = (hostIds: readonly string[]) => {\n    const indexes = hostIds.map((hostId) => captured.indexOf(hostId)).filter((index) => index >= 0)\n    return indexes.length ? Math.min(...indexes) : Number.POSITIVE_INFINITY\n  }\n  for (const [target, sources] of moves) {\n    const ordered = [...sources].sort(\n      (a, b) => metAt(a.fromHostIds) - metAt(b.fromHostIds) || (a.from < b.from ? -1 : a.from > b.from ? 1 : 0),\n    )\n    let folded = current(target)\n    // A person is COMBINED when two or more records become one; a lone\n    // record under a new key is only moved.\n    if (ordered.length + (folded ? 1 : 0) >= 2) combined += 1\n    for (const source of ordered) {\n      const facet = facets[source.from]\n      folded = folded ? mergeContactFacet(folded, facet) : { ...facet }\n      next[source.from] = null\n    }\n    if (folded) next[target] = folded\n  }\n\n  for (const { key, facet } of copies) {\n    const existing = current(key)\n    const merged = existing ? mergeContactFacet(existing, facet) : facet\n    // The stamps are a union, never the survivor's alone: the merge keeps a\n    // map the survivor already has, and a lost stamp would copy again.\n    const stamps = {\n      ...mapOf(existing?.[COPIED_BY_CHANGE_FIELD]),\n      ...mapOf(facet[COPIED_BY_CHANGE_FIELD]),\n    }\n    if (Object.keys(stamps).length) merged[COPIED_BY_CHANGE_FIELD] = stamps\n    next[key] = merged\n    copied += 1\n  }\n\n  const keys = Object.keys(next)\n  if (!keys.length) return null\n\n  /*\n   * The company mirror follows the facets: an id that no facet names any\n   * more leaves it, and one a facet newly names joins it. Ids the mirror held\n   * without a facet naming them — links older than the facets — are left.\n   */\n  const named = (source: Record<string, Doc | null | undefined>) =>\n    new Set(\n      Object.values(source)\n        .map((facet) => (facet ? facet['companyId'] : null))\n        .filter((id): id is string => typeof id === 'string' && id !== ''),\n    )\n  const after: Record<string, Doc | null> = { ...facets, ...next }\n  const before = named(facets)\n  const now = named(after)\n  const mirror = Array.isArray(contact[CONTACT_COMPANY_IDS_FIELD])\n    ? (contact[CONTACT_COMPANY_IDS_FIELD] as unknown[]).filter(\n        (id): id is string => typeof id === 'string' && id !== '',\n      )\n    : []\n  const companyCounts: HolderPatch['companyCounts'] = []\n  const leaving = [...before].filter((id) => !now.has(id))\n  const joining = [...now].filter((id) => !before.has(id))\n  for (const id of leaving) if (mirror.includes(id)) companyCounts.push({ companyId: id, delta: -1 })\n  for (const id of joining) if (!mirror.includes(id)) companyCounts.push({ companyId: id, delta: 1 })\n\n  const patch: Doc = {}\n  for (const key of keys) {\n    patch[`${CONTACT_FACETS_FIELD}.${key}`] = next[key] === null ? FieldValue.delete() : next[key]\n  }\n  if (companyCounts.length) {\n    patch[CONTACT_COMPANY_IDS_FIELD] = [\n      ...mirror.filter((id) => !leaving.includes(id)),\n      ...joining.filter((id) => !mirror.includes(id)),\n    ]\n  }\n  patch['updatedAt'] = FieldValue.serverTimestamp()\n  return { patch, combined, copied, figuresDropped, companyCounts }\n}\n\n/**\n * The refusal `from` holds, carried onto `to` — or `null` when `to` already\n * refuses or `from` does not.\n */\nexport function planRefusalCarry(\n  contact: Doc,\n  carry: { toHostId: string; fromHostId: string },\n  changeId: string,\n): Doc | null {\n  const byHost = mapOf(contact[MARKETING_CONSENT_BY_HOST_FIELD])\n  const source = mapOf(byHost[carry.fromHostId])\n  if (source[MARKETING_CONSENT_FIELD] !== false) return null\n  const target = byHost[carry.toHostId]\n  if (mapOf(target)[MARKETING_CONSENT_FIELD] === false) return null\n  const entry: Doc = {\n    [MARKETING_CONSENT_FIELD]: false,\n    ...(source['marketingConsentAtMs'] !== undefined\n      ? { marketingConsentAtMs: source['marketingConsentAtMs'] }\n      : {}),\n    ...(source[MARKETING_CONSENT_SOURCE_FIELD] !== undefined\n      ? { [MARKETING_CONSENT_SOURCE_FIELD]: source[MARKETING_CONSENT_SOURCE_FIELD] }\n      : {}),\n    carriedFromHostId: carry.fromHostId,\n    carriedByChangeId: changeId,\n    ...(target && typeof target === 'object' ? { supersededEntry: target } : {}),\n  }\n  return {\n    [`${MARKETING_CONSENT_BY_HOST_FIELD}.${carry.toHostId}`]: entry,\n    updatedAt: FieldValue.serverTimestamp(),\n  }\n}\n\n/*==========================================\n * THE PASSES\n *=========================================*/\n\ninterface Cursor {\n  /** `refusals` walks the carries; `holders` walks every contact. */\n  stage: 'refusals' | 'holders'\n  /** The carry being walked, in `refusals`. */\n  carry: number\n  after: string | null\n}\n\nfunction readCursor(raw: string | null, first: Cursor['stage']): Cursor {\n  if (raw) {\n    try {\n      const parsed = JSON.parse(raw) as Cursor\n      if (parsed && (parsed.stage === 'refusals' || parsed.stage === 'holders')) return parsed\n    } catch {\n      // A cursor this participant did not write starts the phase over, which\n      // every pass is safe to do.\n    }\n  }\n  return { stage: first, carry: 0, after: null }\n}\n\nexport interface ConsentGroupParticipantOptions {\n  firestore?: () => FirebaseFirestore.Firestore\n  now?: () => number\n}\n\n/** One contact write, guarded by the read it was computed from. */\ninterface Pending {\n  snapshot: FirebaseFirestore.QueryDocumentSnapshot | FirebaseFirestore.DocumentSnapshot\n  patch: Doc\n  after?: () => Promise<void>\n}\n\n/**\n * Writes a page's patches, each with a `lastUpdateTime` precondition, and\n * recomputes the ones that raced once from a fresh read. Answers how many\n * were written.\n */\nasync function writeGuarded(\n  firestore: FirebaseFirestore.Firestore,\n  pending: Pending[],\n  recompute: (snapshot: FirebaseFirestore.DocumentSnapshot) => Pending | null,\n): Promise<number> {\n  let written = 0\n  let due = pending\n  for (let round = 0; round < 2 && due.length; round += 1) {\n    const writer = firestore.bulkWriter()\n    const outcomes = due.map((entry) =>\n      writer\n        .update(entry.snapshot.ref, entry.patch, {\n          lastUpdateTime: entry.snapshot.updateTime as FirebaseFirestore.Timestamp,\n        })\n        .then(\n          () => ({ entry, error: null as unknown }),\n          (error: unknown) => ({ entry, error: error ?? new Error('The write failed') }),\n        ),\n    )\n    await writer.close()\n    const raced: Pending[] = []\n    for (const { entry, error } of await Promise.all(outcomes)) {\n      if (error === null) {\n        written += 1\n        await entry.after?.()\n        continue\n      }\n      const code = codeOf(error)\n      if (code === undefined || !RACED.has(code)) throw error\n      raced.push(entry)\n    }\n    if (!raced.length) return written\n    const fresh = await firestore.getAll(...raced.map((entry) => entry.snapshot.ref))\n    due = fresh\n      .filter((snapshot) => snapshot.exists)\n      .map(recompute)\n      .filter((entry): entry is Pending => entry !== null)\n  }\n  if (due.length) {\n    throw new Error(`[crm] ${due.length} contact(s) kept changing under the consent group change`)\n  }\n  return written\n}\n\n/**\n * The CRM's participant. `firestore` and `now` are injectable for the specs;\n * the defaults are the Admin SDK's and the wall clock.\n */\nexport function createConsentGroupParticipant(\n  options: ConsentGroupParticipantOptions = {},\n): ConsentGroupChangeParticipant {\n  const db = () => (options.firestore ?? (() => firebaseAdmin.app().firestore()))()\n  const now = options.now ?? Date.now\n  const contactsOf = (orgId: string) => db().collection('orgs').doc(orgId).collection('contacts')\n\n  async function countOf(query: FirebaseFirestore.Query): Promise<number> {\n    return Number((await query.count().get()).data().count) || 0\n  }\n\n  /** One page of one carry's refusals. */\n  async function refusalPage(\n    request: ConsentGroupChangeRunRequest,\n    cursor: Cursor,\n    counts: Record<string, number>,\n  ): Promise<Cursor | null> {\n    const carries = request.plan.carries\n    if (cursor.carry >= carries.length) return null\n    const carry = carries[cursor.carry]\n    let query = contactsOf(request.orgId)\n      .where(`${MARKETING_CONSENT_BY_HOST_FIELD}.${carry.fromHostId}.${MARKETING_CONSENT_FIELD}`, '==', false)\n      .orderBy(FieldPath.documentId())\n      .limit(REFUSAL_PAGE)\n    if (cursor.after) query = query.startAfter(cursor.after)\n    const page = await query.get()\n    const plan = (snapshot: FirebaseFirestore.DocumentSnapshot): Pending | null => {\n      const patch = planRefusalCarry((snapshot.data() ?? {}) as Doc, carry, request.changeId)\n      return patch ? { snapshot, patch } : null\n    }\n    const pending = page.docs.map(plan).filter((entry): entry is Pending => entry !== null)\n    counts['refusals'] = (counts['refusals'] ?? 0) +\n      (request.dryRun ? pending.length : await writeGuarded(db(), pending, plan))\n    if (page.size < REFUSAL_PAGE) return { stage: 'refusals', carry: cursor.carry + 1, after: null }\n    return { stage: 'refusals', carry: cursor.carry, after: page.docs[page.docs.length - 1].id }\n  }\n\n  /** One page of the holder pass over every contact. */\n  async function holderPage(\n    request: ConsentGroupChangeRunRequest,\n    cursor: Cursor,\n    counts: Record<string, number>,\n  ): Promise<Cursor | null> {\n    let query = contactsOf(request.orgId).orderBy(FieldPath.documentId()).limit(HOLDER_PAGE)\n    if (cursor.after) query = query.startAfter(cursor.after)\n    const page = await query.get()\n    const companies = db().collection('orgs').doc(request.orgId).collection(CRM_COLLECTIONS.companies)\n    const stragglersOnly = request.phase === 'sweep'\n    const tally = { combined: 0, copied: 0, figuresDropped: 0 }\n    const count = (planned: HolderPatch) => {\n      tally.combined += planned.combined\n      tally.copied += planned.copied\n      tally.figuresDropped += planned.figuresDropped\n    }\n    const plan = (snapshot: FirebaseFirestore.DocumentSnapshot): (Pending & { planned: HolderPatch }) | null => {\n      const planned = planHolderRecords((snapshot.data() ?? {}) as Doc, request.plan, request.changeId, {\n        stragglersOnly,\n      })\n      if (!planned) return null\n      return {\n        snapshot,\n        planned,\n        patch: planned.patch,\n        after: async () => {\n          count(planned)\n          // The holders moved, and with them the facet keys the Contacts\n          // list filters by (AGL-3321).\n          await restampCrmListFieldsAt(snapshot.ref, 'contacts')\n          // A count that could not move is logged and left: the company's own\n          // page takes the live aggregate, which corrects it.\n          await Promise.all(\n            planned.companyCounts.map((change) =>\n              companies\n                .doc(change.companyId)\n                .update({ [COMPANY_CONTACTS_COUNT_FIELD]: FieldValue.increment(change.delta) })\n                .catch((error: unknown) => {\n                  console.error('[crm] company contacts count could not move', change.companyId, error)\n                }),\n            ),\n          )\n        },\n      }\n    }\n    const pending = page.docs\n      .map(plan)\n      .filter((entry): entry is Pending & { planned: HolderPatch } => entry !== null)\n    if (request.dryRun) for (const entry of pending) count(entry.planned)\n    else await writeGuarded(db(), pending, plan)\n    counts['combined'] = (counts['combined'] ?? 0) + tally.combined\n    counts['copied'] = (counts['copied'] ?? 0) + tally.copied\n    counts['figuresDropped'] = (counts['figuresDropped'] ?? 0) + tally.figuresDropped\n    if (page.size < HOLDER_PAGE) return null\n    return { stage: 'holders', carry: 0, after: page.docs[page.docs.length - 1].id }\n  }\n\n  return {\n    async run(request): Promise<ConsentGroupChangeRunResult> {\n      const counts: Record<string, number> = {}\n      const hasHolderFlows = request.plan.flows.length > 0\n      // `carry` walks the refusals; `rehome` the holders; `sweep` both.\n      let cursor: Cursor | null = readCursor(\n        request.cursor,\n        request.phase === 'rehome' ? 'holders' : 'refusals',\n      )\n      while (cursor && now() < request.deadlineMs) {\n        if (cursor.stage === 'refusals') {\n          const next: Cursor | null = await refusalPage(request, cursor, counts)\n          cursor =\n            next ??\n            (request.phase === 'sweep' && hasHolderFlows\n              ? { stage: 'holders', carry: 0, after: null }\n              : null)\n          continue\n        }\n        cursor = hasHolderFlows ? await holderPage(request, cursor, counts) : null\n      }\n      return { done: cursor === null, cursor: cursor ? JSON.stringify(cursor) : null, counts }\n    },\n\n    async preview({ orgId, plan }): Promise<ConsentGroupChangePreviewLine[]> {\n      const contacts = contactsOf(orgId)\n      const lines: ConsentGroupChangePreviewLine[] = []\n      const moves = plan.flows.filter((flow): flow is ConsentGroupHolderMove => flow.kind === 'move')\n      const splits = plan.flows.filter((flow): flow is ConsentGroupHolderSplit => flow.kind === 'split')\n      const people = (count: number | null) => (count === 1 ? 'person' : 'people')\n      const figure = (count: number | null) => (count === null ? 'some' : String(count))\n\n      /*\n       * `crm.combine`: the people whose records under two or more of the\n       * folding keys become one. No aggregation can ask \"two or more\", so the\n       * records under each source key are read — bounded, and `null` past\n       * the bound — and put through the same fold the re-home runs.\n       */\n      if (moves.length) {\n        const seen = new Map<string, Doc>()\n        let bounded = true\n        for (const move of moves) {\n          const page = await contacts\n            .where(`${CONTACT_FACETS_FIELD}.${move.from}`, '!=', null)\n            .limit(PREVIEW_SCAN_LIMIT + 1)\n            .get()\n          if (page.size > PREVIEW_SCAN_LIMIT) bounded = false\n          for (const doc of page.docs) seen.set(doc.id, (doc.data() ?? {}) as Doc)\n        }\n        const combine = bounded\n          ? [...seen.values()].reduce(\n              (total, contact) =>\n                total + (planHolderRecords(contact, { flows: moves }, '')?.combined ?? 0),\n              0,\n            )\n          : null\n        lines.push({\n          id: 'crm.combine',\n          text: `The CRM records these sites keep about the same person will be combined for ${figure(combine)} ${people(combine)}.`,\n          count: combine,\n          severity: 'info',\n        })\n      }\n\n      if (splits.length) {\n        /*\n         * `crm.copy`: the people a separating site takes a copy for. When the\n         * key survives, those are the people the separating sites met\n         * themselves; when it dissolves, everybody it holds, since a record\n         * nobody met goes to every successor.\n         */\n        let copy = 0\n        for (const split of splits) {\n          if (!split.survives) {\n            copy += await countOf(contacts.where(`${CONTACT_FACETS_FIELD}.${split.from}`, '!=', null))\n            continue\n          }\n          const leavers = split.successors.flatMap((successor) => successor.hostIds)\n          for (let index = 0; index < leavers.length; index += 30) {\n            copy += await countOf(\n              contacts.where(CAPTURED_BY_HOST_FIELD, 'array-contains-any', leavers.slice(index, index + 30)),\n            )\n          }\n        }\n        lines.push({\n          id: 'crm.copy',\n          text: `The separating sites keep a copy of the CRM record for the ${copy} ${people(copy)} they met themselves.`,\n          count: copy,\n          severity: 'info',\n        })\n\n        /*\n         * `crm.grants` and `crm.visibility`, per separating site: the people\n         * who signed up to the group through it and still hold that grant,\n         * and the people it can see without having met them.\n         */\n        let grants = 0\n        let visible = 0\n        for (const split of splits) {\n          for (const hostId of split.successors.flatMap((successor) => successor.hostIds)) {\n            grants += await countOf(\n              contacts\n                .where(`${MARKETING_CONSENT_BY_HOST_FIELD}.${hostId}.${CONSENT_GROUP_ID_FIELD}`, '==', split.from)\n                .where(`${MARKETING_CONSENT_BY_HOST_FIELD}.${hostId}.${MARKETING_CONSENT_FIELD}`, '==', true),\n            )\n            const seen = await countOf(contacts.where('visibleTo', 'array-contains', `host:${hostId}`))\n            const met = await countOf(contacts.where(CAPTURED_BY_HOST_FIELD, 'array-contains', hostId))\n            visible += Math.max(0, seen - met)\n          }\n        }\n        lines.push({\n          id: 'crm.grants',\n          text: `The separating sites can still email the ${grants} ${people(grants)} who signed up to the group while they were part of it.`,\n          count: grants,\n          severity: 'info',\n        })\n        lines.push({\n          id: 'crm.visibility',\n          text: `The separating sites will still see ${visible} ${people(visible)} they met only through the group's other sites, without their CRM details.`,\n          count: visible,\n          severity: 'info',\n        })\n\n        /*\n         * `crm.figures`: on a dissolve, the people whose order totals cannot\n         * follow one site and are dropped. Read like the combine — the people\n         * with orders under the key, bounded — and decided by the same split.\n         */\n        const dissolving = splits.filter((split) => !split.survives)\n        if (dissolving.length) {\n          let figures: number | null = 0\n          for (const split of dissolving) {\n            const page = await contacts\n              .where(`${CONTACT_FACETS_FIELD}.${split.from}.ordersCount`, '>', 0)\n              .limit(PREVIEW_SCAN_LIMIT + 1)\n              .get()\n            if (page.size > PREVIEW_SCAN_LIMIT || figures === null) {\n              figures = null\n              continue\n            }\n            for (const doc of page.docs) {\n              figures +=\n                planHolderRecords((doc.data() ?? {}) as Doc, { flows: [split] }, '')?.figuresDropped ?? 0\n            }\n          }\n          lines.push({\n            id: 'crm.figures',\n            text: `Order totals for ${figure(figures)} ${people(figures)} who bought on more than one of these sites can't be split and will be removed.`,\n            count: figures,\n            severity: 'warning',\n          })\n        }\n      }\n\n      /*\n       * `crm.refusals`: the refusals C4 would write — each separating pair's\n       * declined consents, less the ones the receiving site already holds.\n       */\n      if (plan.carries.length) {\n        let refusals = 0\n        for (const carry of plan.carries) {\n          const declined = (hostId: string) =>\n            `${MARKETING_CONSENT_BY_HOST_FIELD}.${hostId}.${MARKETING_CONSENT_FIELD}`\n          const from = contacts.where(declined(carry.fromHostId), '==', false)\n          refusals += Math.max(\n            0,\n            (await countOf(from)) - (await countOf(from.where(declined(carry.toHostId), '==', false))),\n          )\n        }\n        lines.push({\n          id: 'crm.refusals',\n          text: `${refusals} declined ${refusals === 1 ? 'consent' : 'consents'} will be copied to the sites that separate.`,\n          count: refusals,\n          severity: 'info',\n        })\n      }\n      return lines\n    },\n\n    summarize: summarizeConsentGroupChange,\n  }\n}\n\n/** The participant the CRM registers, on the Admin SDK and the wall clock. */\nexport const consentGroupParticipant = 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package/src/lib/server/contact-update.js

@@ -69,7 +69,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * company deleted in between cannot fail the save of the people at it — the
  * company page's live aggregate is what corrects a count that did not move.
  */ import { consentGroupForHost, CONTACT_FIELDS_MAX_PER_ORG, campaignMembershipValue, contactCampaignFieldPath, contactFacetPath, contactPrimaryGroup, CRM_COLLECTIONS, CRM_LEAD_SOURCE_PICKLIST, CRM_MEDIA_IDS_FIELD, crmReadTokens, effectiveCrmLeadSourcePicklist, isOrgWideMember, judgeCrmLeadSource, normalizeAddress, normalizeCrmMediaIds, normalizeCrmPicklistLabel, normalizePhone, planContactCompanyLink, readContactCompanyLink, readContactFacet, readCrmCustomInput, visibleToTokens } from "@aglyn/aglyn/server";
-import { companyContactsCountFields, contactCompanyLinkFields, firebaseAdmin, resolveOrgMembership } from "@aglyn/tenant-data-admin";
+import { companyContactsCountFields, contactCompanyLinkFields, firebaseAdmin, resolveOrgMembership, restampCrmListFieldsOf } from "@aglyn/tenant-data-admin";
 import { FieldValue } from "firebase-admin/firestore";
 import { CONTACT_UPDATE_FIELDS, CRM_CONTACT_UPDATE_MAX } from "../model/contact-update.js";
 import { CONTACT_NOTES_MAX, CONTACT_PHONE_REFUSAL, CONTACT_TAGS_MAX, normalizeTags, readBulkTag, typed } from "./contact-profile.js";
@@ -327,20 +327,26 @@ const refused = (contactId, error)=>({
     if (!writes.length) return failed;
     const batch = firestore.batch();
     for (const write of writes)batch.update(write.ref, write.update);
+    let committed = false;
     try {
         await batch.commit();
-        return failed;
+        committed = true;
     } catch (unused) {
     // A batch names no document; the pass below finds the one it was.
     }
-    for (const write of writes){
-        try {
-            await write.ref.update(write.update);
-        } catch (error) {
-            console.error('[crm] contact-update could not write a contact', write.contactId, error);
-            failed.add(write.contactId);
+    if (!committed) {
+        for (const write of writes){
+            try {
+                await write.ref.update(write.update);
+            } catch (error) {
+                console.error('[crm] contact-update could not write a contact', write.contactId, error);
+                failed.add(write.contactId);
+            }
         }
     }
+    // The owner, tags, company and custom values are what the Contacts list
+    // filters by through `facetKeys` (AGL-3321): restamped from each row.
+    await restampCrmListFieldsOf(writes.filter((write)=>!failed.has(write.contactId)).map((write)=>write.ref), 'contacts');
     return failed;
 }
 /** Each company's contacts count moved once, by the sum of what the written links moved. */ async function settleCompanyCounts(companies, writes) {

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/contact-update.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/contact-update` — one holder's profile fields on one or\n * more contacts (AGL-2804).\n *\n * Body: `{ hostId, contactIds, set }` under a site, or `{ orgId, hostId?,\n * contactIds, set }` at the organization level, where `set` is\n * `ContactUpdateFields`. Answers `{ ok, results }`: one outcome per contact,\n * in the order the ids were sent.\n *\n * ## Why every facet write comes here\n *\n * A contact's fields live in the facet of the holder that keeps them —\n * `facets.{groupId}.*` — and the Firestore rules cannot tell one field of a\n * facet from another: the holder is a map key a rule cannot address, and a\n * write's affected keys name only `facets`. So the rules let a client update\n * change nothing in a facet beyond letting a holder go, and the console's\n * edits arrive here, where the plan is asked about the fields the request\n * actually carries.\n *\n * ## Who may call it\n *\n * The CRM writer the task routes admit (`authorizeCrmWriter`): under a site,\n * a member whose role writes org data, who holds `data.manage` and whose\n * access reaches the site; at the organization level, an org-wide member\n * with the permission. Each contact must then be one the caller may read —\n * the rules' `canReadScoped()` — and, under a site, one the site's hub lists.\n *\n * ## The plan\n *\n * Every field is the CRM's (AGL-2790), and a plan without the CRM has none\n * of it (AGL-2851), so it edits no contact: not the owner, company, custom\n * values or files, and not the profile a capture writes (name, phone, job\n * title, address), the tags, the notes or the campaign filing either. A\n * request carrying any field is refused to such a plan once the caller is\n * known, and before a contact is read — staff included, because the plan is\n * a fact about the workspace. Erasing a person is another route, open on\n * every plan.\n *\n * ## One holder, by dotted path\n *\n * Under a site the facet is the site's consent group's; at the organization\n * level it is each contact's own primary holder, the facet the record page\n * shows there. Every field is one dotted path — a nested `facets` object\n * would replace every other holder's map — and a text field sent empty is\n * deleted rather than stored blank, so \"no phone\" has one shape.\n *\n * ## Many contacts, one commit\n *\n * The contacts are read together and written in one batch. A batch that\n * fails is retried contact by contact, so the one that could not be written\n * is named and the rest still land. A company's contacts count follows the\n * link: summed per company and settled once the contacts are written, so a\n * company deleted in between cannot fail the save of the people at it — the\n * company page's live aggregate is what corrects a count that did not move.\n */\n\nimport {\n  type AglynPostalAddress,\n  consentGroupForHost,\n  CONTACT_FIELDS_MAX_PER_ORG,\n  type ContactCompanyLinkPlan,\n  type ContactCustomValue,\n  type ContactFieldDefinition,\n  campaignMembershipValue,\n  contactCampaignFieldPath,\n  contactFacetPath,\n  contactPrimaryGroup,\n  CRM_COLLECTIONS,\n  CRM_LEAD_SOURCE_PICKLIST,\n  CRM_MEDIA_IDS_FIELD,\n  crmReadTokens,\n  effectiveCrmLeadSourcePicklist,\n  isOrgWideMember,\n  judgeCrmLeadSource,\n  normalizeAddress,\n  normalizeCrmMediaIds,\n  normalizeCrmPicklistLabel,\n  normalizePhone,\n  type PluginApiHandler,\n  planContactCompanyLink,\n  readContactCompanyLink,\n  readContactFacet,\n  readCrmCustomInput,\n  visibleToTokens,\n} from '@aglyn/aglyn/server'\nimport {\n  companyContactsCountFields,\n  contactCompanyLinkFields,\n  firebaseAdmin,\n  resolveOrgMembership,\n} from '@aglyn/tenant-data-admin'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport {\n  CONTACT_UPDATE_FIELDS,\n  type ContactUpdateFields,\n  type ContactUpdateOutcome,\n  type ContactUpdateResponse,\n  CRM_CONTACT_UPDATE_MAX,\n} from '../model/contact-update'\nimport {\n  CONTACT_NOTES_MAX,\n  CONTACT_PHONE_REFUSAL,\n  CONTACT_TAGS_MAX,\n  normalizeTags,\n  readBulkTag,\n  typed,\n} from './contact-profile'\nimport { readCrmRouteScope } from './org-caller'\nimport { crmSuiteRefusal } from './suite-gate'\nimport { authorizeCrmWriter, canReach, type Writer } from './task-routes'\n\n/** What the suite gate names for each field a request can carry. */\nconst SUITE_ACTS: Record<keyof ContactUpdateFields, string> = {\n  name: \"Editing a contact's profile\",\n  phone: \"Editing a contact's profile\",\n  jobTitle: \"Editing a contact's profile\",\n  leadSource: \"Editing a contact's profile\",\n  address: \"Editing a contact's profile\",\n  notes: \"Editing a contact's notes\",\n  tags: 'Tagging a contact',\n  addTag: 'Tagging a contact',\n  removeTag: 'Tagging a contact',\n  campaignIds: 'Filing a contact under a campaign',\n  ownerUid: \"Assigning a contact's owner\",\n  companyId: 'Filing a contact under a company',\n  companyName: 'Filing a contact under a company',\n  custom: \"Editing a contact's custom fields\",\n  mediaIds: 'Attaching files to a contact',\n}\n\n/** A contact read at the organization level that no site has captured. */\nconst NO_HOLDER_REFUSAL = 'No site holds this contact yet, so it has no profile to edit.'\n\n/**\n * The act a request is refused for on a plan without the CRM: the first\n * field it carries, in the order the route reads them. Every field is the\n * CRM's, so whichever field a request names is the act its refusal names.\n */\nexport function contactUpdateSuiteAct(fields: ContactUpdateFields): string {\n  const field = CONTACT_UPDATE_FIELDS.find((key) => fields[key] !== undefined)\n  return field ? SUITE_ACTS[field] : \"Editing a contact's profile\"\n}\n\n/**\n * A body's `set`, read into the fields it names, or the sentence refusing\n * it. A key the route does not save is refused rather than dropped: a save\n * that silently lost a field would read as a save that kept it.\n */\nexport function readContactUpdateFields(\n  input: unknown,\n): { ok: true; fields: ContactUpdateFields } | { ok: false; error: string } {\n  if (!input || typeof input !== 'object' || Array.isArray(input)) {\n    return { ok: false, error: 'Name the fields to save.' }\n  }\n  const raw = input as Record<string, unknown>\n  const unknownKey = Object.keys(raw).find(\n    (key) => !(CONTACT_UPDATE_FIELDS as readonly string[]).includes(key),\n  )\n  if (unknownKey) {\n    return { ok: false, error: `\"${unknownKey}\" is not a field a contact's profile saves.` }\n  }\n  const fields: ContactUpdateFields = {}\n  if ('name' in raw) fields.name = typed(raw['name'], 120)\n  if ('phone' in raw) {\n    const text = typed(raw['phone'], 40)\n    const phone = text ? normalizePhone(text) : ''\n    if (phone === null) return { ok: false, error: CONTACT_PHONE_REFUSAL }\n    fields.phone = phone\n  }\n  if ('jobTitle' in raw) fields.jobTitle = typed(raw['jobTitle'], 120)\n  // Held to the label's shape here; judged against the org's list by the\n  // handler, which alone can read it (AGL-3298).\n  if ('leadSource' in raw) fields.leadSource = normalizeCrmPicklistLabel(raw['leadSource'])\n  if ('address' in raw) {\n    const address = raw['address']\n    fields.address =\n      address && typeof address === 'object' && !Array.isArray(address)\n        ? normalizeAddress(address as AglynPostalAddress)\n        : null\n  }\n  if ('notes' in raw) fields.notes = String(raw['notes'] ?? '').slice(0, CONTACT_NOTES_MAX)\n  // One write may carry one transform per field, so the tags are replaced,\n  // added to or taken from — never two of those at once.\n  if (['tags', 'addTag', 'removeTag'].filter((key) => key in raw).length > 1) {\n    return { ok: false, error: 'Send the tags, a tag to add or a tag to remove — one of them.' }\n  }\n  if ('tags' in raw) {\n    if (!Array.isArray(raw['tags'])) return { ok: false, error: 'Tags must be a list.' }\n    fields.tags = normalizeTags(raw['tags'])\n  }\n  for (const key of ['addTag', 'removeTag'] as const) {\n    if (!(key in raw)) continue\n    const tag = readBulkTag(raw[key])\n    if (!tag) return { ok: false, error: 'Name the tag.' }\n    fields[key] = tag\n  }\n  if ('campaignIds' in raw) {\n    const ids = raw['campaignIds']\n    if (!Array.isArray(ids)) return { ok: false, error: 'Campaigns must be a list.' }\n    fields.campaignIds = campaignMembershipValue(ids.map((id) => String(id ?? '')))\n  }\n  if ('ownerUid' in raw) fields.ownerUid = typed(raw['ownerUid'], 128)\n  if ('companyId' in raw) {\n    const companyId = raw['companyId'] === null ? null : typed(raw['companyId'], 128)\n    if (companyId !== null && (!companyId || companyId.includes('/'))) {\n      return { ok: false, error: 'The company could not be read.' }\n    }\n    fields.companyId = companyId\n  }\n  if ('companyName' in raw) fields.companyName = typed(raw['companyName'], 120)\n  if ('custom' in raw) {\n    const custom = raw['custom']\n    if (!custom || typeof custom !== 'object' || Array.isArray(custom)) {\n      return { ok: false, error: 'Custom fields must be values keyed by field key.' }\n    }\n    fields.custom = custom as Record<string, ContactCustomValue>\n  }\n  if ('mediaIds' in raw) {\n    if (!Array.isArray(raw['mediaIds'])) {\n      return { ok: false, error: 'Files must be a list of ids.' }\n    }\n    fields.mediaIds = normalizeCrmMediaIds(raw['mediaIds'])\n  }\n  if (!Object.keys(fields).length) return { ok: false, error: 'Name the fields to save.' }\n  return { ok: true, fields }\n}\n\n/** The ids a body names, deduplicated — or `null` when any is unreadable or there are too many. */\nfunction readContactIds(value: unknown): string[] | null {\n  if (!Array.isArray(value) || !value.length || value.length > CRM_CONTACT_UPDATE_MAX) {\n    return null\n  }\n  const ids = value.map((id) => typed(id, 200))\n  if (ids.some((id) => !id || id.includes('/'))) return null\n  return [...new Set(ids)]\n}\n\n/**\n * Under a site, whether the caller's access reaches it. The rules could not\n * ask this of a facet write — they cannot see which holder a write is for —\n * and a collaborator on one site must not write another site's notes on a\n * person both of them hold.\n */\nfunction reachesSite(writer: Writer, hostId: string): boolean {\n  return (\n    writer.staff ||\n    isOrgWideMember(writer.member) ||\n    Boolean((writer.member?.hostAccess as Record<string, unknown> | undefined)?.[hostId])\n  )\n}\n\nconst refused = (contactId: string, error: string): ContactUpdateOutcome => ({\n  contactId,\n  ok: false,\n  error,\n})\n\ninterface ContactWrite {\n  contactId: string\n  ref: FirebaseFirestore.DocumentReference\n  update: Record<string, unknown>\n  counts: ContactCompanyLinkPlan['counts']\n}\n\n/**\n * One contact's update for one holder, or the sentence refusing the row.\n * `update` is `null` when the document already says everything asked — a tag\n * the row already carries, a link already made.\n */\nfunction contactPatch(\n  contact: Record<string, unknown>,\n  groupId: string,\n  fields: ContactUpdateFields,\n  custom: Record<string, ContactCustomValue> | undefined,\n  linkedCompanyName: string,\n):\n  | { update: Record<string, unknown> | null; counts: ContactCompanyLinkPlan['counts'] }\n  | { refused: string } {\n  const path = (field: string) => contactFacetPath(groupId, field)\n  /** A text field as stored: the value, or the field's absence. */\n  const text = (value: string) => value || FieldValue.delete()\n  const update: Record<string, unknown> = {}\n  let counts: ContactCompanyLinkPlan['counts'] = []\n\n  if (fields.name !== undefined) update[path('name')] = text(fields.name)\n  if (fields.phone !== undefined) {\n    update[path('phone')] = text(fields.phone)\n    // The search echo — see `HostContact.phone`.\n    update['phone'] = text(fields.phone)\n  }\n  if (fields.jobTitle !== undefined) update[path('jobTitle')] = text(fields.jobTitle)\n  if (fields.leadSource !== undefined) update[path('leadSource')] = text(fields.leadSource)\n  if (fields.address !== undefined) {\n    update[path('address')] = fields.address ?? FieldValue.delete()\n  }\n  if (fields.notes !== undefined) update[path('notes')] = fields.notes\n  if (fields.tags !== undefined) update[path('tags')] = fields.tags\n\n  const held = (readContactFacet(contact, groupId).tags ?? []).map((tag) =>\n    String(tag).toLowerCase(),\n  )\n  if (fields.addTag && !held.includes(fields.addTag)) {\n    // The record page's cap, which a selection must not slip past.\n    if (held.length >= CONTACT_TAGS_MAX) {\n      return { refused: `already has ${CONTACT_TAGS_MAX} tags` }\n    }\n    update[path('tags')] = FieldValue.arrayUnion(fields.addTag)\n  }\n  if (fields.removeTag && held.includes(fields.removeTag)) {\n    update[path('tags')] = FieldValue.arrayRemove(fields.removeTag)\n  }\n  if (fields.campaignIds !== undefined) {\n    update[contactCampaignFieldPath(groupId)] = fields.campaignIds\n  }\n  if (fields.ownerUid !== undefined) update[path('ownerUid')] = text(fields.ownerUid)\n\n  if (fields.companyId !== undefined) {\n    const plan = planContactCompanyLink(\n      readContactCompanyLink(contact, groupId),\n      fields.companyId,\n    )\n    if (plan) {\n      Object.assign(update, contactCompanyLinkFields(plan, groupId))\n      counts = plan.counts\n      if (fields.companyName === undefined) {\n        // The label follows the link: the company's own name, or nothing.\n        const label = plan.companyId ? linkedCompanyName : ''\n        update[path('companyName')] = text(label)\n        // The search echo — see `HostContact.companyName`.\n        update['companyName'] = text(label)\n      }\n    }\n  }\n  if (fields.companyName !== undefined) {\n    update[path('companyName')] = text(fields.companyName)\n    update['companyName'] = text(fields.companyName)\n  }\n  for (const [key, value] of Object.entries(custom ?? {})) {\n    update[path(`custom.${key}`)] = value\n  }\n  if (fields.mediaIds !== undefined) update[path(CRM_MEDIA_IDS_FIELD)] = fields.mediaIds\n\n  if (!Object.keys(update).length) return { update: null, counts }\n  update['updatedAt'] = FieldValue.serverTimestamp()\n  return { update, counts }\n}\n\n/**\n * Every write in one batch, and — when the batch is refused — each on its\n * own, so the contact that could not be written is the only one reported.\n * Answers the ids that were not written.\n */\nasync function commitContactWrites(\n  firestore: FirebaseFirestore.Firestore,\n  writes: readonly ContactWrite[],\n): Promise<Set<string>> {\n  const failed = new Set<string>()\n  if (!writes.length) return failed\n  const batch = firestore.batch()\n  for (const write of writes) batch.update(write.ref, write.update)\n  try {\n    await batch.commit()\n    return failed\n  } catch {\n    // A batch names no document; the pass below finds the one it was.\n  }\n  for (const write of writes) {\n    try {\n      await write.ref.update(write.update)\n    } catch (error) {\n      console.error('[crm] contact-update could not write a contact', write.contactId, error)\n      failed.add(write.contactId)\n    }\n  }\n  return failed\n}\n\n/** Each company's contacts count moved once, by the sum of what the written links moved. */\nasync function settleCompanyCounts(\n  companies: FirebaseFirestore.CollectionReference,\n  writes: readonly ContactWrite[],\n): Promise<void> {\n  const deltas = new Map<string, number>()\n  for (const write of writes) {\n    for (const count of write.counts) {\n      deltas.set(count.companyId, (deltas.get(count.companyId) ?? 0) + count.delta)\n    }\n  }\n  await Promise.all(\n    [...deltas]\n      .filter(([, delta]) => delta !== 0)\n      .map(([companyId, delta]) =>\n        companies\n          .doc(companyId)\n          .update(companyContactsCountFields(delta))\n          .catch((error: unknown) => {\n            console.error('[crm] company contacts count could not move', companyId, delta, error)\n          }),\n      ),\n  )\n}\n\nexport const crmContactUpdateHandler: 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 contactIds = readContactIds(body['contactIds'])\n  if (!contactIds) {\n    res.status(400).json({ error: `Name between 1 and ${CRM_CONTACT_UPDATE_MAX} contacts.` })\n    return\n  }\n  const read = readContactUpdateFields(body['set'])\n  if (read.ok === false) {\n    res.status(400).json({ error: read.error })\n    return\n  }\n  const { fields } = read\n\n  try {\n    const writer = await authorizeCrmWriter(req, scope, { suiteAct: null })\n    if (writer.ok === false) {\n      res.status(writer.status).json(writer.body)\n      return\n    }\n    if (scope.level === 'site' && !reachesSite(writer, scope.hostId)) {\n      res.status(403).json({ error: 'Your access to this organization does not reach this site.' })\n      return\n    }\n    // The plan after the person, and before any contact is read (AGL-2787).\n    const suite = crmSuiteRefusal(writer.org, contactUpdateSuiteAct(fields))\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n\n    const firestore = firebaseAdmin.app().firestore()\n    const orgRef = firestore.collection('orgs').doc(writer.orgId)\n    const siteGroup =\n      scope.level === 'site' ? consentGroupForHost(writer.org, scope.hostId) : null\n    const siteTokens = siteGroup ? crmReadTokens(siteGroup) : null\n\n    let custom: Record<string, ContactCustomValue> | undefined\n    if (fields.custom) {\n      const definitions = await orgRef\n        .collection(CRM_COLLECTIONS.contactFields)\n        .limit(CONTACT_FIELDS_MAX_PER_ORG)\n        .get()\n      const judged = readCrmCustomInput(\n        fields.custom,\n        definitions.docs.map((doc) => doc.data() as ContactFieldDefinition),\n        'contact',\n      )\n      if ('errors' in judged) {\n        res.status(400).json({\n          error: Object.values(judged.errors)[0] ?? 'A custom value could not be saved.',\n        })\n        return\n      }\n      custom = judged.values\n    }\n\n    /*\n     * THE ORG'S LEAD SOURCES (AGL-3298), read only when the body names one.\n     * Judged per contact below, because a contact keeps the value it\n     * already holds even when the list has since deactivated it.\n     */\n    const leadSources = fields.leadSource\n      ? effectiveCrmLeadSourcePicklist(\n          (\n            await orgRef.collection(CRM_COLLECTIONS.picklists).doc(CRM_LEAD_SOURCE_PICKLIST).get()\n          ).data(),\n        )\n      : null\n\n    if (fields.ownerUid) {\n      const owner = await resolveOrgMembership(fields.ownerUid, writer.orgId).catch(() => null)\n      if (!owner?.member) {\n        res.status(400).json({ error: 'The owner is not a member of this organization.' })\n        return\n      }\n    }\n\n    // The company a link names has to exist and be visible to the caller and\n    // the site, or a person could be filed under a record nobody here can open.\n    let linkedCompanyName = ''\n    if (fields.companyId) {\n      const company = await orgRef\n        .collection(CRM_COLLECTIONS.companies)\n        .doc(fields.companyId)\n        .get()\n      const tokens = company.exists ? (company.get('visibleTo') as string[] | undefined) : undefined\n      const visible =\n        company.exists &&\n        canReach(writer, tokens) &&\n        (!siteTokens || visibleToTokens(tokens, siteTokens))\n      if (!visible) {\n        res.status(404).json({ error: 'Unknown company' })\n        return\n      }\n      linkedCompanyName = typed(company.get('name'), 120)\n    }\n\n    const contacts = orgRef.collection('contacts')\n    const snapshots = await firestore.getAll(...contactIds.map((id) => contacts.doc(id)))\n    const outcomes = new Map<string, ContactUpdateOutcome>()\n    const writes: ContactWrite[] = []\n    snapshots.forEach((snapshot, index) => {\n      const contactId = contactIds[index]\n      if (!snapshot.exists) {\n        outcomes.set(contactId, refused(contactId, 'That contact no longer exists.'))\n        return\n      }\n      const data = (snapshot.data() ?? {}) as Record<string, unknown>\n      const visibleTo = data['visibleTo'] as string[] | undefined\n      if (!canReach(writer, visibleTo)) {\n        outcomes.set(contactId, refused(contactId, 'That contact is not visible to you.'))\n        return\n      }\n      if (siteTokens && !visibleToTokens(visibleTo, siteTokens)) {\n        outcomes.set(contactId, refused(contactId, 'That contact is not visible to this site.'))\n        return\n      }\n      const group = siteGroup ?? contactPrimaryGroup(data, writer.org)\n      if (!group.groupId) {\n        outcomes.set(contactId, refused(contactId, NO_HOLDER_REFUSAL))\n        return\n      }\n      let rowFields = fields\n      if (leadSources && fields.leadSource) {\n        const judged = judgeCrmLeadSource(\n          leadSources,\n          fields.leadSource,\n          readContactFacet(data, group.groupId).leadSource,\n        )\n        if (judged.ok === false) {\n          outcomes.set(contactId, refused(contactId, judged.error))\n          return\n        }\n        rowFields = { ...fields, leadSource: judged.value ?? '' }\n      }\n      const patch = contactPatch(data, group.groupId, rowFields, custom, linkedCompanyName)\n      if ('refused' in patch) {\n        outcomes.set(contactId, refused(contactId, patch.refused))\n        return\n      }\n      outcomes.set(contactId, { contactId, ok: true })\n      if (patch.update) {\n        writes.push({ contactId, ref: snapshot.ref, update: patch.update, counts: patch.counts })\n      }\n    })\n\n    const failed = await commitContactWrites(firestore, writes)\n    for (const contactId of failed) {\n      outcomes.set(contactId, refused(contactId, 'The contact could not be saved.'))\n    }\n    await settleCompanyCounts(\n      orgRef.collection(CRM_COLLECTIONS.companies),\n      writes.filter((write) => !failed.has(write.contactId)),\n    )\n\n    const answer: ContactUpdateResponse = {\n      ok: true,\n      results: contactIds.map(\n        (contactId) => outcomes.get(contactId) ?? refused(contactId, 'The contact could not be saved.'),\n      ),\n    }\n    res.status(200).json(answer)\n  } catch (error) {\n    console.error('[crm] contact-update failed', error)\n    res.status(500).json({ error: 'The contact could not be saved.' })\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/contact-update.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/contact-update` — one holder's profile fields on one or\n * more contacts (AGL-2804).\n *\n * Body: `{ hostId, contactIds, set }` under a site, or `{ orgId, hostId?,\n * contactIds, set }` at the organization level, where `set` is\n * `ContactUpdateFields`. Answers `{ ok, results }`: one outcome per contact,\n * in the order the ids were sent.\n *\n * ## Why every facet write comes here\n *\n * A contact's fields live in the facet of the holder that keeps them —\n * `facets.{groupId}.*` — and the Firestore rules cannot tell one field of a\n * facet from another: the holder is a map key a rule cannot address, and a\n * write's affected keys name only `facets`. So the rules let a client update\n * change nothing in a facet beyond letting a holder go, and the console's\n * edits arrive here, where the plan is asked about the fields the request\n * actually carries.\n *\n * ## Who may call it\n *\n * The CRM writer the task routes admit (`authorizeCrmWriter`): under a site,\n * a member whose role writes org data, who holds `data.manage` and whose\n * access reaches the site; at the organization level, an org-wide member\n * with the permission. Each contact must then be one the caller may read —\n * the rules' `canReadScoped()` — and, under a site, one the site's hub lists.\n *\n * ## The plan\n *\n * Every field is the CRM's (AGL-2790), and a plan without the CRM has none\n * of it (AGL-2851), so it edits no contact: not the owner, company, custom\n * values or files, and not the profile a capture writes (name, phone, job\n * title, address), the tags, the notes or the campaign filing either. A\n * request carrying any field is refused to such a plan once the caller is\n * known, and before a contact is read — staff included, because the plan is\n * a fact about the workspace. Erasing a person is another route, open on\n * every plan.\n *\n * ## One holder, by dotted path\n *\n * Under a site the facet is the site's consent group's; at the organization\n * level it is each contact's own primary holder, the facet the record page\n * shows there. Every field is one dotted path — a nested `facets` object\n * would replace every other holder's map — and a text field sent empty is\n * deleted rather than stored blank, so \"no phone\" has one shape.\n *\n * ## Many contacts, one commit\n *\n * The contacts are read together and written in one batch. A batch that\n * fails is retried contact by contact, so the one that could not be written\n * is named and the rest still land. A company's contacts count follows the\n * link: summed per company and settled once the contacts are written, so a\n * company deleted in between cannot fail the save of the people at it — the\n * company page's live aggregate is what corrects a count that did not move.\n */\n\nimport {\n  type AglynPostalAddress,\n  consentGroupForHost,\n  CONTACT_FIELDS_MAX_PER_ORG,\n  type ContactCompanyLinkPlan,\n  type ContactCustomValue,\n  type ContactFieldDefinition,\n  campaignMembershipValue,\n  contactCampaignFieldPath,\n  contactFacetPath,\n  contactPrimaryGroup,\n  CRM_COLLECTIONS,\n  CRM_LEAD_SOURCE_PICKLIST,\n  CRM_MEDIA_IDS_FIELD,\n  crmReadTokens,\n  effectiveCrmLeadSourcePicklist,\n  isOrgWideMember,\n  judgeCrmLeadSource,\n  normalizeAddress,\n  normalizeCrmMediaIds,\n  normalizeCrmPicklistLabel,\n  normalizePhone,\n  type PluginApiHandler,\n  planContactCompanyLink,\n  readContactCompanyLink,\n  readContactFacet,\n  readCrmCustomInput,\n  visibleToTokens,\n} from '@aglyn/aglyn/server'\nimport {\n  companyContactsCountFields,\n  contactCompanyLinkFields,\n  firebaseAdmin,\n  resolveOrgMembership,\n  restampCrmListFieldsOf,\n} from '@aglyn/tenant-data-admin'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport {\n  CONTACT_UPDATE_FIELDS,\n  type ContactUpdateFields,\n  type ContactUpdateOutcome,\n  type ContactUpdateResponse,\n  CRM_CONTACT_UPDATE_MAX,\n} from '../model/contact-update'\nimport {\n  CONTACT_NOTES_MAX,\n  CONTACT_PHONE_REFUSAL,\n  CONTACT_TAGS_MAX,\n  normalizeTags,\n  readBulkTag,\n  typed,\n} from './contact-profile'\nimport { readCrmRouteScope } from './org-caller'\nimport { crmSuiteRefusal } from './suite-gate'\nimport { authorizeCrmWriter, canReach, type Writer } from './task-routes'\n\n/** What the suite gate names for each field a request can carry. */\nconst SUITE_ACTS: Record<keyof ContactUpdateFields, string> = {\n  name: \"Editing a contact's profile\",\n  phone: \"Editing a contact's profile\",\n  jobTitle: \"Editing a contact's profile\",\n  leadSource: \"Editing a contact's profile\",\n  address: \"Editing a contact's profile\",\n  notes: \"Editing a contact's notes\",\n  tags: 'Tagging a contact',\n  addTag: 'Tagging a contact',\n  removeTag: 'Tagging a contact',\n  campaignIds: 'Filing a contact under a campaign',\n  ownerUid: \"Assigning a contact's owner\",\n  companyId: 'Filing a contact under a company',\n  companyName: 'Filing a contact under a company',\n  custom: \"Editing a contact's custom fields\",\n  mediaIds: 'Attaching files to a contact',\n}\n\n/** A contact read at the organization level that no site has captured. */\nconst NO_HOLDER_REFUSAL = 'No site holds this contact yet, so it has no profile to edit.'\n\n/**\n * The act a request is refused for on a plan without the CRM: the first\n * field it carries, in the order the route reads them. Every field is the\n * CRM's, so whichever field a request names is the act its refusal names.\n */\nexport function contactUpdateSuiteAct(fields: ContactUpdateFields): string {\n  const field = CONTACT_UPDATE_FIELDS.find((key) => fields[key] !== undefined)\n  return field ? SUITE_ACTS[field] : \"Editing a contact's profile\"\n}\n\n/**\n * A body's `set`, read into the fields it names, or the sentence refusing\n * it. A key the route does not save is refused rather than dropped: a save\n * that silently lost a field would read as a save that kept it.\n */\nexport function readContactUpdateFields(\n  input: unknown,\n): { ok: true; fields: ContactUpdateFields } | { ok: false; error: string } {\n  if (!input || typeof input !== 'object' || Array.isArray(input)) {\n    return { ok: false, error: 'Name the fields to save.' }\n  }\n  const raw = input as Record<string, unknown>\n  const unknownKey = Object.keys(raw).find(\n    (key) => !(CONTACT_UPDATE_FIELDS as readonly string[]).includes(key),\n  )\n  if (unknownKey) {\n    return { ok: false, error: `\"${unknownKey}\" is not a field a contact's profile saves.` }\n  }\n  const fields: ContactUpdateFields = {}\n  if ('name' in raw) fields.name = typed(raw['name'], 120)\n  if ('phone' in raw) {\n    const text = typed(raw['phone'], 40)\n    const phone = text ? normalizePhone(text) : ''\n    if (phone === null) return { ok: false, error: CONTACT_PHONE_REFUSAL }\n    fields.phone = phone\n  }\n  if ('jobTitle' in raw) fields.jobTitle = typed(raw['jobTitle'], 120)\n  // Held to the label's shape here; judged against the org's list by the\n  // handler, which alone can read it (AGL-3298).\n  if ('leadSource' in raw) fields.leadSource = normalizeCrmPicklistLabel(raw['leadSource'])\n  if ('address' in raw) {\n    const address = raw['address']\n    fields.address =\n      address && typeof address === 'object' && !Array.isArray(address)\n        ? normalizeAddress(address as AglynPostalAddress)\n        : null\n  }\n  if ('notes' in raw) fields.notes = String(raw['notes'] ?? '').slice(0, CONTACT_NOTES_MAX)\n  // One write may carry one transform per field, so the tags are replaced,\n  // added to or taken from — never two of those at once.\n  if (['tags', 'addTag', 'removeTag'].filter((key) => key in raw).length > 1) {\n    return { ok: false, error: 'Send the tags, a tag to add or a tag to remove — one of them.' }\n  }\n  if ('tags' in raw) {\n    if (!Array.isArray(raw['tags'])) return { ok: false, error: 'Tags must be a list.' }\n    fields.tags = normalizeTags(raw['tags'])\n  }\n  for (const key of ['addTag', 'removeTag'] as const) {\n    if (!(key in raw)) continue\n    const tag = readBulkTag(raw[key])\n    if (!tag) return { ok: false, error: 'Name the tag.' }\n    fields[key] = tag\n  }\n  if ('campaignIds' in raw) {\n    const ids = raw['campaignIds']\n    if (!Array.isArray(ids)) return { ok: false, error: 'Campaigns must be a list.' }\n    fields.campaignIds = campaignMembershipValue(ids.map((id) => String(id ?? '')))\n  }\n  if ('ownerUid' in raw) fields.ownerUid = typed(raw['ownerUid'], 128)\n  if ('companyId' in raw) {\n    const companyId = raw['companyId'] === null ? null : typed(raw['companyId'], 128)\n    if (companyId !== null && (!companyId || companyId.includes('/'))) {\n      return { ok: false, error: 'The company could not be read.' }\n    }\n    fields.companyId = companyId\n  }\n  if ('companyName' in raw) fields.companyName = typed(raw['companyName'], 120)\n  if ('custom' in raw) {\n    const custom = raw['custom']\n    if (!custom || typeof custom !== 'object' || Array.isArray(custom)) {\n      return { ok: false, error: 'Custom fields must be values keyed by field key.' }\n    }\n    fields.custom = custom as Record<string, ContactCustomValue>\n  }\n  if ('mediaIds' in raw) {\n    if (!Array.isArray(raw['mediaIds'])) {\n      return { ok: false, error: 'Files must be a list of ids.' }\n    }\n    fields.mediaIds = normalizeCrmMediaIds(raw['mediaIds'])\n  }\n  if (!Object.keys(fields).length) return { ok: false, error: 'Name the fields to save.' }\n  return { ok: true, fields }\n}\n\n/** The ids a body names, deduplicated — or `null` when any is unreadable or there are too many. */\nfunction readContactIds(value: unknown): string[] | null {\n  if (!Array.isArray(value) || !value.length || value.length > CRM_CONTACT_UPDATE_MAX) {\n    return null\n  }\n  const ids = value.map((id) => typed(id, 200))\n  if (ids.some((id) => !id || id.includes('/'))) return null\n  return [...new Set(ids)]\n}\n\n/**\n * Under a site, whether the caller's access reaches it. The rules could not\n * ask this of a facet write — they cannot see which holder a write is for —\n * and a collaborator on one site must not write another site's notes on a\n * person both of them hold.\n */\nfunction reachesSite(writer: Writer, hostId: string): boolean {\n  return (\n    writer.staff ||\n    isOrgWideMember(writer.member) ||\n    Boolean((writer.member?.hostAccess as Record<string, unknown> | undefined)?.[hostId])\n  )\n}\n\nconst refused = (contactId: string, error: string): ContactUpdateOutcome => ({\n  contactId,\n  ok: false,\n  error,\n})\n\ninterface ContactWrite {\n  contactId: string\n  ref: FirebaseFirestore.DocumentReference\n  update: Record<string, unknown>\n  counts: ContactCompanyLinkPlan['counts']\n}\n\n/**\n * One contact's update for one holder, or the sentence refusing the row.\n * `update` is `null` when the document already says everything asked — a tag\n * the row already carries, a link already made.\n */\nfunction contactPatch(\n  contact: Record<string, unknown>,\n  groupId: string,\n  fields: ContactUpdateFields,\n  custom: Record<string, ContactCustomValue> | undefined,\n  linkedCompanyName: string,\n):\n  | { update: Record<string, unknown> | null; counts: ContactCompanyLinkPlan['counts'] }\n  | { refused: string } {\n  const path = (field: string) => contactFacetPath(groupId, field)\n  /** A text field as stored: the value, or the field's absence. */\n  const text = (value: string) => value || FieldValue.delete()\n  const update: Record<string, unknown> = {}\n  let counts: ContactCompanyLinkPlan['counts'] = []\n\n  if (fields.name !== undefined) update[path('name')] = text(fields.name)\n  if (fields.phone !== undefined) {\n    update[path('phone')] = text(fields.phone)\n    // The search echo — see `HostContact.phone`.\n    update['phone'] = text(fields.phone)\n  }\n  if (fields.jobTitle !== undefined) update[path('jobTitle')] = text(fields.jobTitle)\n  if (fields.leadSource !== undefined) update[path('leadSource')] = text(fields.leadSource)\n  if (fields.address !== undefined) {\n    update[path('address')] = fields.address ?? FieldValue.delete()\n  }\n  if (fields.notes !== undefined) update[path('notes')] = fields.notes\n  if (fields.tags !== undefined) update[path('tags')] = fields.tags\n\n  const held = (readContactFacet(contact, groupId).tags ?? []).map((tag) =>\n    String(tag).toLowerCase(),\n  )\n  if (fields.addTag && !held.includes(fields.addTag)) {\n    // The record page's cap, which a selection must not slip past.\n    if (held.length >= CONTACT_TAGS_MAX) {\n      return { refused: `already has ${CONTACT_TAGS_MAX} tags` }\n    }\n    update[path('tags')] = FieldValue.arrayUnion(fields.addTag)\n  }\n  if (fields.removeTag && held.includes(fields.removeTag)) {\n    update[path('tags')] = FieldValue.arrayRemove(fields.removeTag)\n  }\n  if (fields.campaignIds !== undefined) {\n    update[contactCampaignFieldPath(groupId)] = fields.campaignIds\n  }\n  if (fields.ownerUid !== undefined) update[path('ownerUid')] = text(fields.ownerUid)\n\n  if (fields.companyId !== undefined) {\n    const plan = planContactCompanyLink(\n      readContactCompanyLink(contact, groupId),\n      fields.companyId,\n    )\n    if (plan) {\n      Object.assign(update, contactCompanyLinkFields(plan, groupId))\n      counts = plan.counts\n      if (fields.companyName === undefined) {\n        // The label follows the link: the company's own name, or nothing.\n        const label = plan.companyId ? linkedCompanyName : ''\n        update[path('companyName')] = text(label)\n        // The search echo — see `HostContact.companyName`.\n        update['companyName'] = text(label)\n      }\n    }\n  }\n  if (fields.companyName !== undefined) {\n    update[path('companyName')] = text(fields.companyName)\n    update['companyName'] = text(fields.companyName)\n  }\n  for (const [key, value] of Object.entries(custom ?? {})) {\n    update[path(`custom.${key}`)] = value\n  }\n  if (fields.mediaIds !== undefined) update[path(CRM_MEDIA_IDS_FIELD)] = fields.mediaIds\n\n  if (!Object.keys(update).length) return { update: null, counts }\n  update['updatedAt'] = FieldValue.serverTimestamp()\n  return { update, counts }\n}\n\n/**\n * Every write in one batch, and — when the batch is refused — each on its\n * own, so the contact that could not be written is the only one reported.\n * Answers the ids that were not written.\n */\nasync function commitContactWrites(\n  firestore: FirebaseFirestore.Firestore,\n  writes: readonly ContactWrite[],\n): Promise<Set<string>> {\n  const failed = new Set<string>()\n  if (!writes.length) return failed\n  const batch = firestore.batch()\n  for (const write of writes) batch.update(write.ref, write.update)\n  let committed = false\n  try {\n    await batch.commit()\n    committed = true\n  } catch {\n    // A batch names no document; the pass below finds the one it was.\n  }\n  if (!committed) {\n    for (const write of writes) {\n      try {\n        await write.ref.update(write.update)\n      } catch (error) {\n        console.error('[crm] contact-update could not write a contact', write.contactId, error)\n        failed.add(write.contactId)\n      }\n    }\n  }\n  // The owner, tags, company and custom values are what the Contacts list\n  // filters by through `facetKeys` (AGL-3321): restamped from each row.\n  await restampCrmListFieldsOf(\n    writes.filter((write) => !failed.has(write.contactId)).map((write) => write.ref),\n    'contacts',\n  )\n  return failed\n}\n\n/** Each company's contacts count moved once, by the sum of what the written links moved. */\nasync function settleCompanyCounts(\n  companies: FirebaseFirestore.CollectionReference,\n  writes: readonly ContactWrite[],\n): Promise<void> {\n  const deltas = new Map<string, number>()\n  for (const write of writes) {\n    for (const count of write.counts) {\n      deltas.set(count.companyId, (deltas.get(count.companyId) ?? 0) + count.delta)\n    }\n  }\n  await Promise.all(\n    [...deltas]\n      .filter(([, delta]) => delta !== 0)\n      .map(([companyId, delta]) =>\n        companies\n          .doc(companyId)\n          .update(companyContactsCountFields(delta))\n          .catch((error: unknown) => {\n            console.error('[crm] company contacts count could not move', companyId, delta, error)\n          }),\n      ),\n  )\n}\n\nexport const crmContactUpdateHandler: 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 contactIds = readContactIds(body['contactIds'])\n  if (!contactIds) {\n    res.status(400).json({ error: `Name between 1 and ${CRM_CONTACT_UPDATE_MAX} contacts.` })\n    return\n  }\n  const read = readContactUpdateFields(body['set'])\n  if (read.ok === false) {\n    res.status(400).json({ error: read.error })\n    return\n  }\n  const { fields } = read\n\n  try {\n    const writer = await authorizeCrmWriter(req, scope, { suiteAct: null })\n    if (writer.ok === false) {\n      res.status(writer.status).json(writer.body)\n      return\n    }\n    if (scope.level === 'site' && !reachesSite(writer, scope.hostId)) {\n      res.status(403).json({ error: 'Your access to this organization does not reach this site.' })\n      return\n    }\n    // The plan after the person, and before any contact is read (AGL-2787).\n    const suite = crmSuiteRefusal(writer.org, contactUpdateSuiteAct(fields))\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n\n    const firestore = firebaseAdmin.app().firestore()\n    const orgRef = firestore.collection('orgs').doc(writer.orgId)\n    const siteGroup =\n      scope.level === 'site' ? consentGroupForHost(writer.org, scope.hostId) : null\n    const siteTokens = siteGroup ? crmReadTokens(siteGroup) : null\n\n    let custom: Record<string, ContactCustomValue> | undefined\n    if (fields.custom) {\n      const definitions = await orgRef\n        .collection(CRM_COLLECTIONS.contactFields)\n        .limit(CONTACT_FIELDS_MAX_PER_ORG)\n        .get()\n      const judged = readCrmCustomInput(\n        fields.custom,\n        definitions.docs.map((doc) => doc.data() as ContactFieldDefinition),\n        'contact',\n      )\n      if ('errors' in judged) {\n        res.status(400).json({\n          error: Object.values(judged.errors)[0] ?? 'A custom value could not be saved.',\n        })\n        return\n      }\n      custom = judged.values\n    }\n\n    /*\n     * THE ORG'S LEAD SOURCES (AGL-3298), read only when the body names one.\n     * Judged per contact below, because a contact keeps the value it\n     * already holds even when the list has since deactivated it.\n     */\n    const leadSources = fields.leadSource\n      ? effectiveCrmLeadSourcePicklist(\n          (\n            await orgRef.collection(CRM_COLLECTIONS.picklists).doc(CRM_LEAD_SOURCE_PICKLIST).get()\n          ).data(),\n        )\n      : null\n\n    if (fields.ownerUid) {\n      const owner = await resolveOrgMembership(fields.ownerUid, writer.orgId).catch(() => null)\n      if (!owner?.member) {\n        res.status(400).json({ error: 'The owner is not a member of this organization.' })\n        return\n      }\n    }\n\n    // The company a link names has to exist and be visible to the caller and\n    // the site, or a person could be filed under a record nobody here can open.\n    let linkedCompanyName = ''\n    if (fields.companyId) {\n      const company = await orgRef\n        .collection(CRM_COLLECTIONS.companies)\n        .doc(fields.companyId)\n        .get()\n      const tokens = company.exists ? (company.get('visibleTo') as string[] | undefined) : undefined\n      const visible =\n        company.exists &&\n        canReach(writer, tokens) &&\n        (!siteTokens || visibleToTokens(tokens, siteTokens))\n      if (!visible) {\n        res.status(404).json({ error: 'Unknown company' })\n        return\n      }\n      linkedCompanyName = typed(company.get('name'), 120)\n    }\n\n    const contacts = orgRef.collection('contacts')\n    const snapshots = await firestore.getAll(...contactIds.map((id) => contacts.doc(id)))\n    const outcomes = new Map<string, ContactUpdateOutcome>()\n    const writes: ContactWrite[] = []\n    snapshots.forEach((snapshot, index) => {\n      const contactId = contactIds[index]\n      if (!snapshot.exists) {\n        outcomes.set(contactId, refused(contactId, 'That contact no longer exists.'))\n        return\n      }\n      const data = (snapshot.data() ?? {}) as Record<string, unknown>\n      const visibleTo = data['visibleTo'] as string[] | undefined\n      if (!canReach(writer, visibleTo)) {\n        outcomes.set(contactId, refused(contactId, 'That contact is not visible to you.'))\n        return\n      }\n      if (siteTokens && !visibleToTokens(visibleTo, siteTokens)) {\n        outcomes.set(contactId, refused(contactId, 'That contact is not visible to this site.'))\n        return\n      }\n      const group = siteGroup ?? contactPrimaryGroup(data, writer.org)\n      if (!group.groupId) {\n        outcomes.set(contactId, refused(contactId, NO_HOLDER_REFUSAL))\n        return\n      }\n      let rowFields = fields\n      if (leadSources && fields.leadSource) {\n        const judged = judgeCrmLeadSource(\n          leadSources,\n          fields.leadSource,\n          readContactFacet(data, group.groupId).leadSource,\n        )\n        if (judged.ok === false) {\n          outcomes.set(contactId, refused(contactId, judged.error))\n          return\n        }\n        rowFields = { ...fields, leadSource: judged.value ?? '' }\n      }\n      const patch = contactPatch(data, group.groupId, rowFields, custom, linkedCompanyName)\n      if ('refused' in patch) {\n        outcomes.set(contactId, refused(contactId, patch.refused))\n        return\n      }\n      outcomes.set(contactId, { contactId, ok: true })\n      if (patch.update) {\n        writes.push({ contactId, ref: snapshot.ref, update: patch.update, counts: patch.counts })\n      }\n    })\n\n    const failed = await commitContactWrites(firestore, writes)\n    for (const contactId of failed) {\n      outcomes.set(contactId, refused(contactId, 'The contact could not be saved.'))\n    }\n    await settleCompanyCounts(\n      orgRef.collection(CRM_COLLECTIONS.companies),\n      writes.filter((write) => !failed.has(write.contactId)),\n    )\n\n    const answer: ContactUpdateResponse = {\n      ok: true,\n      results: contactIds.map(\n        (contactId) => outcomes.get(contactId) ?? refused(contactId, 'The contact could not be saved.'),\n      ),\n    }\n    res.status(200).json(answer)\n  } catch (error) {\n    console.error('[crm] contact-update failed', error)\n    res.status(500).json({ error: 'The contact could not be saved.' })\n  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package/src/lib/server/contacts-import.js

@@ -58,7 +58,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * `resolveImportContext` (`import-context.ts`) — the two gates every CSV
  * import route asks, shared with the companies import so one permission
  * has one spelling.
- */ import { CRM_COLLECTIONS, nameSearchFields, visibleToTokens } from "@aglyn/aglyn/server";
+ */ import { CRM_COLLECTIONS, crmNewRecordListFields, nameSearchFields, visibleToTokens } from "@aglyn/aglyn/server";
 import { CONTACT_IMPORT_CHUNK_SIZE, CONTACT_IMPORT_MAX_BODY_BYTES, normalizeContactImportRow } from "../model/crm-import.js";
 import { crmRecordsQuotaForOrg, firebaseAdmin } from "@aglyn/tenant-data-admin";
 import { captureHostContact } from "@aglyn/tenant-runtime";
@@ -122,7 +122,9 @@ import { ownerDirectory, readImportRows, resolveImportContext } from "./import-c
         createdByUid: context.uid,
         createdAt: FieldValue.serverTimestamp(),
         updatedAt: FieldValue.serverTimestamp()
-    }));
+    }, crmNewRecordListFields('companies', _extends({}, fields, {
+        visibleTo: context.scopeTokens
+    }))));
     tally.created += 1;
     const made = {
         id: created.id,