@aglyn/plugins-crm 1.0.0-beta.203 → 1.0.0-beta.204

package/src/lib/components/lead-properties-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-properties-card.tsx"],"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'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type {\n  AglynOrgBilling,\n  ConsentGroup,\n  CrmLeadFields,\n  CrmLeadProfilePatch,\n  CrmLeadStatus,\n} from '@aglyn/aglyn'\nimport { mdiAccountCancelOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  FormControl,\n  InputLabel,\n  MenuItem,\n  Select,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useId, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport {\n  crmCustomDraftChanges,\n  type CrmCustomDraft,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  addressDraftFrom,\n  ContactAddressFields,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadSourceSelect } from './lead-source-select'\nimport { LeadStatusChip } from './lead-status-chip'\nimport { crmClientListFields, CRM_CLIENT_SEARCH_FIELDS } from '../model/crm-list-query'\n\n/** The Leads list's fields a profile save rewrites; the verdict key is the server's. */\nconst LEAD_CLIENT_LIST_FIELDS = [...CRM_CLIENT_SEARCH_FIELDS, 'leadSourceKey'] as const\n\nconst NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX\nconst TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX\n\n/** The profile as the form holds it: every field a string, the address a draft. */\ninterface ProfileDraft {\n  company: string\n  jobTitle: string\n  phone: string\n  website: string\n  leadSource: string\n  tags: string\n  address: AddressDraft\n}\n\n/** The stored profile as a draft the fields can edit. */\nfunction profileDraftFrom(lead: Record<string, unknown> & CrmLeadFields): ProfileDraft {\n  return {\n    company: String(lead.company ?? ''),\n    jobTitle: String(lead.jobTitle ?? ''),\n    phone: String(lead.phone ?? lead['phone'] ?? ''),\n    website: String(lead.website ?? ''),\n    leadSource: String(lead.leadSource ?? ''),\n    tags: (lead.tags ?? []).join(', '),\n    address: addressDraftFrom(lead.address ?? null),\n  }\n}\n\n/** The patch as the document takes it: a cleared field is deleted, not blanked. */\nfunction profileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n  const write: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(patch)) {\n    if (value === undefined) continue\n    write[key] = value === null ? deleteField() : value\n  }\n  return write\n}\n\n/**\n * Why Convert is refused while an erasure waits on the person — the same\n * sentence shape the overflow's items carry, so the two read as one state.\n */\nexport const CONVERT_PENDING_ERASURE_REASON = 'An erasure is pending for this person'\n\n/** A label over a value — the record page's one row shape. */\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\nexport interface LeadPropertiesCardProps {\n  /**\n   * The site this lead is acted on as — the mounted one, or at the\n   * organization level the lead's own first capturing site (AGL-3278).\n   * `null` for a lead no site has captured: the booking door, the call and\n   * the email close, because each of them is one site's to offer.\n   */\n  hostId: string | null\n  /**\n   * The group the consent basis is read against (AGL-3278): the site's own\n   * declared group, resolved by the page. Not `soloConsentGroup(hostId)`,\n   * which is what this card used to spell and which cannot see a refusal\n   * recorded against a sibling brand — three sites presenting as one sender\n   * are one sender to the person unsubscribing from them.\n   */\n  consentGroup: ConsentGroup\n  /**\n   * The org the site belongs to, as the page already resolved it — the\n   * custom lead fields are ORG-wide (AGL-3272), and a second lookup here\n   * would be one more read per record page for an answer already in hand.\n   */\n  orgId: string | null\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  basePath: string\n  roster: OrgMemberOptions\n  onConvert: () => void\n  onUnqualify: () => void\n  /**\n   * Items the page adds to the overflow beside Unqualify — the privacy\n   * erasure (AGL-2623) lives on the page, because it needs the workspace\n   * role and the API, and this card owns the header it must appear in.\n   */\n  extraMenuItems?: RowActionsMenuItem[]\n  /** What the page shows above the facts — the erasure-pending state. */\n  banner?: React.ReactNode\n  /**\n   * Chips the page adds after the owner — the campaigns the lead is filed\n   * under (AGL-3274), named from the containers the page reads once for\n   * this header and the Campaigns card below it.\n   */\n  extraChips?: React.ReactNode\n  /**\n   * An erasure request is waiting on this person (AGL-2623). Convert stays\n   * on the page but is refused with the reason, the way the overflow's items\n   * are: a conversion filed now would reach the capture door only to be\n   * refused there, and the lead itself goes when the request runs.\n   */\n  erasurePending?: boolean\n  /**\n   * The org the shell passed: the booking door reads whether the lead's site\n   * runs Bookings and whether the plan is entitled to it (AGL-2660), and a\n   * logged call reads the activity scope it belongs in (AGL-2661).\n   */\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * What the team knows and decides about a lead: status, owner, notes, and\n * the identity and consent the capture recorded (AGL-2608).\n *\n * Two cards. The record's header carries the identity, the status and owner,\n * the consent the capture recorded and the record's actions. **Details**\n * under it carries the profile, the org's own lead fields under **More\n * fields**, and the notes — one card with one Save in its header, the way\n * Salesforce keeps a record's standard and custom fields in one Details\n * section.\n *\n * Status and owner are single-field client writes — the rules let a site\n * admin, editor or author update `hosts/{hostId}/leads`, and a one-field\n * `update` cannot roll anything else back. The details are drafts seeded\n * from the document, so their save goes through `writeGuardedBySeed`: a\n * draft edited over a cached read would otherwise overwrite a newer note or\n * profile with an older one.\n *\n * Converted leads are read-only here, but for the notes. Their status is the\n * conversion, and the header's actions become links to what the conversion\n * made.\n */\nexport function LeadPropertiesCard(props: LeadPropertiesCardProps) {\n  const {\n    hostId,\n    consentGroup,\n    orgId,\n    leadId,\n    lead,\n    leadStatus,\n    fromCache,\n    basePath,\n    roster,\n    onConvert,\n    onUnqualify,\n    extraMenuItems = [],\n    banner,\n    extraChips,\n    erasurePending = false,\n    org,\n  } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const routes = crmRoutes(basePath)\n  /*\n   * Built at USE, not at render (AGL-3275). A lead is an org row, so the org\n   * has to be known to address one — and `orgId` is null while the lookup\n   * settles. Composing a ref from that null throws during render, which the\n   * page shows as a 500 rather than as a card still loading.\n   */\n  const refFor = () => (orgId ? doc(firestore, 'orgs', orgId, 'leads', leadId) : null)\n  const status = Aglyn.crmLeadStatus(lead)\n  const converted = Boolean(lead.convertedContactId)\n  const open = Aglyn.isCrmLeadOpen(lead) && !converted\n  // The last verdict on the address (AGL-3245), as the platform stamped it.\n  const emailState = Aglyn.readEmailState(lead)\n  /** What a capture that took a number left on the document (AGL-2661). */\n  const leadPhone = String(lead['phone'] ?? '').trim()\n\n  const [notes, setNotes] = useState(String(lead.notes ?? ''))\n  // The label's id, so the status combobox is named \"Status\" rather than\n  // after the status it shows — see `LeadOwnerSelect`.\n  const statusLabelId = useId()\n  const [notesDirty, setNotesDirty] = useState(false)\n  /*\n   * THE LEAD'S OWN PROFILE (AGL-3231) — company, title, phone, website,\n   * address, tags, lead source — edited in the Details card with the notes\n   * and the custom fields, under one Save, the way the contact's Properties\n   * card saves. Seeded from the document and guarded on save: a draft\n   * edited over a cached read must not overwrite a newer profile with an\n   * older one.\n   */\n  const [profile, setProfile] = useState<ProfileDraft>(() => profileDraftFrom(lead))\n  const [profileDirty, setProfileDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  const [profileErrors, setProfileErrors] = useState<Record<string, string>>({})\n  useEffect(() => {\n    if (!profileDirty) setProfile(profileDraftFrom(lead))\n    // The draft follows the document until it is edited; the fields are\n    // read one by one so a change to any of them reseeds.\n  }, [\n    profileDirty,\n    lead.company,\n    lead.jobTitle,\n    lead.phone,\n    lead.website,\n    lead.leadSource,\n    lead.tags,\n    lead.address,\n  ])\n  /*\n   * THE ORG'S OWN LEAD FIELDS (AGL-3272), edited under the same Save as\n   * the profile: one button over one card, so a person filling a lead in\n   * does not have to find two.\n   *\n   * The draft holds only the keys the reader touched, and Save writes the\n   * difference as dotted paths — a `custom` map written whole would take\n   * out every key this card did not show, which is what a retired field's\n   * values and an integration's writes sit under.\n   */\n  const fields = useContactFieldDefinitions(orgId, 'lead')\n  // The org's lead source values (AGL-3298), for the select below.\n  const leadSources = useLeadSourcePicklist(orgId)\n  const storedCustom = useMemo(() => lead.custom ?? {}, [lead.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  const editProfile = <K extends keyof ProfileDraft>(key: K, value: ProfileDraft[K]) => {\n    setProfile((current) => ({ ...current, [key]: value }))\n    setProfileDirty(true)\n  }\n  // A newer note from the server replaces an UNEDITED draft; an edited one is\n  // the reader's, and the guard on save decides whether it may land.\n  useEffect(() => {\n    if (!notesDirty) setNotes(String(lead.notes ?? ''))\n  }, [lead.notes, notesDirty])\n\n  /** One update of the lead, and whether it landed. */\n  const write = async (fields: Record<string, unknown>, done: string): Promise<boolean> => {\n    try {\n      const ref = refFor()\n      if (!ref) {\n        enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n          variant: 'warning',\n          persist: false,\n        })\n        return false\n      }\n      await updateDoc(ref, { ...fields, updatedAt: serverTimestamp() })\n      enqueueSnackbar(done, { variant: 'success', persist: false })\n      return true\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n      return false\n    }\n  }\n\n  /*\n   * What Save is offered for: a profile field edited, a custom value that\n   * differs from the stored map, or the notes. Touched-and-put-back does\n   * not count for a custom value — the draft keeps the key either way, and\n   * a Save that wrote nothing would still bump `updatedAt`.\n   */\n  const customChanged = crmCustomDraftChanges(storedCustom, custom).length > 0\n  const dirty = profileDirty || customChanged || notesDirty\n\n  /** Every draft back to what the document holds. */\n  const discard = () => {\n    setProfile(profileDraftFrom(lead))\n    setProfileDirty(false)\n    setProfileErrors({})\n    setCustom({})\n    setNotes(String(lead.notes ?? ''))\n    setNotesDirty(false)\n  }\n\n  /*\n   * The Details card's one Save: the profile and the custom values while\n   * the lead is open, and the notes, in one update. A converted lead's\n   * profile is the contact's now, so only its notes are written.\n   */\n  const saveDetails = async () => {\n    const update: Record<string, unknown> = {}\n    if (!converted && (profileDirty || customChanged)) {\n      const { patch, errors } = Aglyn.normalizeCrmLeadProfile({\n        company: profile.company,\n        jobTitle: profile.jobTitle,\n        phone: profile.phone,\n        website: profile.website,\n        leadSource: profile.leadSource,\n        tags: profile.tags,\n        address: profile.address,\n      })\n      setProfileErrors(errors)\n      if (Object.keys(errors).length) return\n      /*\n       * A required field the reader CLEARED is refused; one the lead has\n       * always lacked is not this save's to demand, or a field added after\n       * the lead was captured would block every later edit to its company.\n       */\n      const missing = crmCustomDraftMissingRequired(\n        fields.active,\n        storedCustom,\n        custom,\n        'edit',\n      )\n      if (missing.length) {\n        enqueueSnackbar(`${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`, {\n          variant: 'warning',\n        })\n        return\n      }\n      const profileFields = profileWrite(patch)\n      Object.assign(\n        update,\n        profileFields,\n        crmCustomDraftWrites(storedCustom, custom),\n        // The company, title, tags and lead source are what the Leads list\n        // searches and filters by (AGL-3321).\n        crmClientListFields('leads', lead, profileFields, LEAD_CLIENT_LIST_FIELDS),\n      )\n    }\n    if (notesDirty) update['notes'] = notes.trim().slice(0, NOTES_MAX)\n    if (!Object.keys(update).length) return\n    setSaving(true)\n    let landed = false\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        landed = await write(update, 'Lead saved')\n      },\n    )\n    setSaving(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The lead could not be saved.', {\n        variant: 'warning',\n      })\n      return\n    }\n    if (!landed) return\n    setProfileDirty(false)\n    setNotesDirty(false)\n    // The draft is spent: what it held is stored, and the controls read\n    // the document again.\n    setCustom({})\n  }\n\n  const consent = Aglyn.readMarketingBasis(lead, consentGroup)\n  const consentLine =\n    consent.basis === 'granted'\n      ? `Opted in to marketing${\n          consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''\n        }`\n      : consent.basis === 'declined'\n        ? 'Declined marketing'\n        : 'No marketing consent recorded — this lead cannot be emailed marketing'\n\n  return (\n    <>\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={String(lead['name'] || lead['email'] || leadId)}\n        // The name is the heading; the address is the one line under it,\n        // unless the address IS the name, in which case there is no second fact.\n        subtitle={lead['name'] ? String(lead['email'] ?? '') : undefined}\n        help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#working-a-lead-from-the-row' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        // The booking door (AGL-2660), while the lead is still the record\n        // being worked: once converted, the contact is where a meeting is\n        // booked from, and the links below lead there.\n        booking={converted ? undefined : { hostId, org, kind: 'lead', recordId: leadId }}\n        actions={\n          <>\n            {/*\n              Once converted, the lead's actions are the records the\n              conversion made.\n            */}\n            {converted ? (\n              <>\n                <Button\n                  component={AppLink as any}\n                  {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                  href={routes.contact(String(lead.convertedContactId))}\n                  size=\"small\"\n                  variant=\"outlined\"\n                >\n                  {'Open contact'}\n                </Button>\n                {lead.companyId ? (\n                  <Button\n                    component={AppLink as any}\n                    {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                    href={routes.company(lead.companyId)}\n                    size=\"small\"\n                    variant=\"outlined\"\n                  >\n                    {'Open company'}\n                  </Button>\n                ) : null}\n                {lead.dealId ? (\n                  <Button\n                    component={AppLink as any}\n                    {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                    href={routes.deal(lead.dealId)}\n                    size=\"small\"\n                    variant=\"outlined\"\n                  >\n                    {'Open deal'}\n                  </Button>\n                ) : null}\n              </>\n            ) : erasurePending ? (\n              <Tooltip title={CONVERT_PENDING_ERASURE_REASON}>\n                {/* A disabled button receives no pointer events, so the\n                    tooltip anchors on the span around it. */}\n                <span>\n                  <Button size=\"small\" variant=\"contained\" disabled>\n                    {'Convert'}\n                  </Button>\n                </span>\n              </Tooltip>\n            ) : (\n              <Button size=\"small\" variant=\"contained\" onClick={onConvert}>\n                {'Convert'}\n              </Button>\n            )}\n            {/* Dial the number the capture carried, and log the call (AGL-2661). */}\n            <CrmCallButton\n              hostId={hostId}\n              org={org}\n              link={{ leadId }}\n              phone={leadPhone}\n            />\n            <CrmSendEmailButton\n              hostId={hostId}\n              leadId={leadId}\n              email={String(lead['email'] ?? '')}\n              name={String(lead['name'] ?? '')}\n              emailState={emailState}\n            />\n          </>\n        }\n        menuItems={[\n          ...(open\n            ? [\n                {\n                  key: 'unqualify',\n                  label: 'Unqualify',\n                  icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n                  destructive: true,\n                  onClick: onUnqualify,\n                } satisfies RowActionsMenuItem,\n              ]\n            : []),\n          ...extraMenuItems,\n        ]}\n        chips={\n          <>\n            <LeadStatusChip lead={lead} />\n            {/* The verdict on the address (AGL-3245), beside the status: a\n                bounce does not move New or Working, but it is the first\n                thing a person deciding whether to write must see. */}\n            <CrmEmailStateChip state={emailState} />\n            <CrmRecordChip\n              label=\"Owner\"\n              value={lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined}\n            />\n            {extraChips}\n          </>\n        }\n      >\n        <Stack spacing={3}>\n          {banner}\n          {/*\n            Only when the capture carried one (AGL-2661): the sign-up and\n            booking doors write no phone, so a row for every lead would be a\n            permanent blank. A form that captures one fills this.\n          */}\n          {leadPhone ? (\n            <Fact label=\"Phone\">\n              <CrmPhoneLink phone={leadPhone} />\n            </Fact>\n          ) : null}\n          <Fact label=\"Marketing consent\">{consentLine}</Fact>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            {converted ? (\n              <Fact label=\"Status\">\n                <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                  <LeadStatusChip lead={lead} />\n                  <Typography variant=\"body2\" color=\"text.secondary\">\n                    {lead.convertedAtMs\n                      ? `Converted ${new Date(lead.convertedAtMs).toLocaleString()}`\n                      : 'Converted'}\n                  </Typography>\n                </Stack>\n              </Fact>\n            ) : (\n              <FormControl size=\"small\" sx={{ minWidth: 200 }}>\n                <InputLabel id={statusLabelId}>{'Status'}</InputLabel>\n                <Select\n                  labelId={statusLabelId}\n                  label=\"Status\"\n                  value={status === 'unqualified' ? 'unqualified' : status}\n                  onChange={(event) => {\n                    const next = String(event.target.value) as CrmLeadStatus\n                    if (next === 'unqualified') {\n                      onUnqualify()\n                      return\n                    }\n                    // Reopening drops the reason with the closed state: a lead\n                    // being worked again is not \"unqualified because …\".\n                    void write(\n                      {\n                        status: next,\n                        ...(status === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n                      },\n                      'Status updated',\n                    )\n                  }}\n                >\n                  <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n                  <MenuItem value=\"working\">{Aglyn.CRM_LEAD_STATUS_LABELS.working}</MenuItem>\n                  <MenuItem value=\"unqualified\">\n                    {`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}\n                  </MenuItem>\n                </Select>\n              </FormControl>\n            )}\n            <LeadOwnerSelect\n              value={lead.ownerUid}\n              roster={roster}\n              fullWidth={false}\n              onChange={(uid) =>\n                void write({ ownerUid: uid || deleteField() }, uid ? 'Owner assigned' : 'Owner cleared')\n              }\n            />\n          </Stack>\n          {status === 'unqualified' && lead.unqualifiedReason ? (\n            <Alert severity=\"info\">{`Unqualified: ${lead.unqualifiedReason}`}</Alert>\n          ) : null}\n        </Stack>\n      </CrmRecordHeader>\n      {/*\n        The profile (AGL-3231), the org's own lead fields (AGL-3272) and the\n        notes: what Salesforce keeps on a lead and hands to the contact and\n        the account on convert. Read-only once converted — the contact is the\n        record then, and the header's links lead there — but for the notes.\n      */}\n      <CardDisplay\n        header={'Details'}\n        help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          action: (\n            <Stack direction=\"row\" spacing={1}>\n              {dirty ? (\n                <Button size=\"small\" disabled={saving} onClick={discard}>\n                  {'Discard changes'}\n                </Button>\n              ) : null}\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                onClick={() => void saveDetails()}\n                disabled={!dirty || saving}\n              >\n                {saving ? 'Saving…' : 'Save'}\n              </Button>\n            </Stack>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"Company\"\n              value={profile.company}\n              onChange={(event) => editProfile('company', event.target.value)}\n              disabled={converted}\n              slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Job title\"\n              value={profile.jobTitle}\n              onChange={(event) => editProfile('jobTitle', event.target.value)}\n              disabled={converted}\n              slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n              fullWidth\n            />\n          </Stack>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"Phone\"\n              value={profile.phone}\n              onChange={(event) => editProfile('phone', event.target.value)}\n              disabled={converted}\n              error={Boolean(profileErrors['phone'])}\n              helperText={profileErrors['phone'] || 'With the country code, like +1 512 555 0107'}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Website\"\n              value={profile.website}\n              onChange={(event) => editProfile('website', event.target.value)}\n              disabled={converted}\n              error={Boolean(profileErrors['website'])}\n              helperText={profileErrors['website'] || 'Like acme.com'}\n              fullWidth\n            />\n          </Stack>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            {/* The org's own values (AGL-3298); the stored one stays shown when the list no longer offers it. */}\n            <LeadSourceSelect\n              picklist={leadSources.picklist}\n              value={profile.leadSource}\n              stored={String(lead.leadSource ?? '')}\n              onChange={(label) => editProfile('leadSource', label)}\n              disabled={converted}\n            />\n            <TextField\n              size=\"small\"\n              label=\"Tags\"\n              value={profile.tags}\n              onChange={(event) => editProfile('tags', event.target.value)}\n              disabled={converted}\n              helperText=\"Comma-separated\"\n              fullWidth\n            />\n          </Stack>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Address'}\n          </Typography>\n          <ContactAddressFields\n            value={profile.address}\n            onChange={(next) => editProfile('address', next)}\n            disabled={converted}\n          />\n          {/*\n            The org's own lead fields (AGL-3272), after the built-in ones\n            because they describe the same record and save with it. Absent,\n            not an empty box, while the org defines none.\n          */}\n          {fields.active.length ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-properties-card.tsx"],"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'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type {\n  AglynOrgBilling,\n  ConsentGroup,\n  CrmLeadFields,\n  CrmLeadProfilePatch,\n  CrmLeadStatus,\n} from '@aglyn/aglyn'\nimport { mdiAccountCancelOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  FormControl,\n  InputLabel,\n  MenuItem,\n  Select,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useId, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport {\n  crmCustomDraftChanges,\n  type CrmCustomDraft,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  addressDraftFrom,\n  ContactAddressFields,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmEmailGatewayChip } from './crm-email-check'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadSourceSelect } from './lead-source-select'\nimport { LeadStatusChip } from './lead-status-chip'\nimport { crmClientListFields, CRM_CLIENT_SEARCH_FIELDS } from '../model/crm-list-query'\n\n/** The Leads list's fields a profile save rewrites; the verdict key is the server's. */\nconst LEAD_CLIENT_LIST_FIELDS = [...CRM_CLIENT_SEARCH_FIELDS, 'leadSourceKey'] as const\n\nconst NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX\nconst TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX\n\n/** The profile as the form holds it: every field a string, the address a draft. */\ninterface ProfileDraft {\n  company: string\n  jobTitle: string\n  phone: string\n  website: string\n  leadSource: string\n  tags: string\n  address: AddressDraft\n}\n\n/** The stored profile as a draft the fields can edit. */\nfunction profileDraftFrom(lead: Record<string, unknown> & CrmLeadFields): ProfileDraft {\n  return {\n    company: String(lead.company ?? ''),\n    jobTitle: String(lead.jobTitle ?? ''),\n    phone: String(lead.phone ?? lead['phone'] ?? ''),\n    website: String(lead.website ?? ''),\n    leadSource: String(lead.leadSource ?? ''),\n    tags: (lead.tags ?? []).join(', '),\n    address: addressDraftFrom(lead.address ?? null),\n  }\n}\n\n/** The patch as the document takes it: a cleared field is deleted, not blanked. */\nfunction profileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n  const write: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(patch)) {\n    if (value === undefined) continue\n    write[key] = value === null ? deleteField() : value\n  }\n  return write\n}\n\n/**\n * Why Convert is refused while an erasure waits on the person — the same\n * sentence shape the overflow's items carry, so the two read as one state.\n */\nexport const CONVERT_PENDING_ERASURE_REASON = 'An erasure is pending for this person'\n\n/** A label over a value — the record page's one row shape. */\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\nexport interface LeadPropertiesCardProps {\n  /**\n   * The site this lead is acted on as — the mounted one, or at the\n   * organization level the lead's own first capturing site (AGL-3278).\n   * `null` for a lead no site has captured: the booking door, the call and\n   * the email close, because each of them is one site's to offer.\n   */\n  hostId: string | null\n  /**\n   * The group the consent basis is read against (AGL-3278): the site's own\n   * declared group, resolved by the page. Not `soloConsentGroup(hostId)`,\n   * which is what this card used to spell and which cannot see a refusal\n   * recorded against a sibling brand — three sites presenting as one sender\n   * are one sender to the person unsubscribing from them.\n   */\n  consentGroup: ConsentGroup\n  /**\n   * The org the site belongs to, as the page already resolved it — the\n   * custom lead fields are ORG-wide (AGL-3272), and a second lookup here\n   * would be one more read per record page for an answer already in hand.\n   */\n  orgId: string | null\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  basePath: string\n  roster: OrgMemberOptions\n  onConvert: () => void\n  onUnqualify: () => void\n  /**\n   * Items the page adds to the overflow beside Unqualify — the privacy\n   * erasure (AGL-2623) lives on the page, because it needs the workspace\n   * role and the API, and this card owns the header it must appear in.\n   */\n  extraMenuItems?: RowActionsMenuItem[]\n  /** What the page shows above the facts — the erasure-pending state. */\n  banner?: React.ReactNode\n  /**\n   * Chips the page adds after the owner — the campaigns the lead is filed\n   * under (AGL-3274), named from the containers the page reads once for\n   * this header and the Campaigns card below it.\n   */\n  extraChips?: React.ReactNode\n  /**\n   * An erasure request is waiting on this person (AGL-2623). Convert stays\n   * on the page but is refused with the reason, the way the overflow's items\n   * are: a conversion filed now would reach the capture door only to be\n   * refused there, and the lead itself goes when the request runs.\n   */\n  erasurePending?: boolean\n  /**\n   * The org the shell passed: the booking door reads whether the lead's site\n   * runs Bookings and whether the plan is entitled to it (AGL-2660), and a\n   * logged call reads the activity scope it belongs in (AGL-2661).\n   */\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * What the team knows and decides about a lead: status, owner, notes, and\n * the identity and consent the capture recorded (AGL-2608).\n *\n * Two cards. The record's header carries the identity, the status and owner,\n * the consent the capture recorded and the record's actions. **Details**\n * under it carries the profile, the org's own lead fields under **More\n * fields**, and the notes — one card with one Save in its header, the way\n * Salesforce keeps a record's standard and custom fields in one Details\n * section.\n *\n * Status and owner are single-field client writes — the rules let a site\n * admin, editor or author update `hosts/{hostId}/leads`, and a one-field\n * `update` cannot roll anything else back. The details are drafts seeded\n * from the document, so their save goes through `writeGuardedBySeed`: a\n * draft edited over a cached read would otherwise overwrite a newer note or\n * profile with an older one.\n *\n * Converted leads are read-only here, but for the notes. Their status is the\n * conversion, and the header's actions become links to what the conversion\n * made.\n */\nexport function LeadPropertiesCard(props: LeadPropertiesCardProps) {\n  const {\n    hostId,\n    consentGroup,\n    orgId,\n    leadId,\n    lead,\n    leadStatus,\n    fromCache,\n    basePath,\n    roster,\n    onConvert,\n    onUnqualify,\n    extraMenuItems = [],\n    banner,\n    extraChips,\n    erasurePending = false,\n    org,\n  } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const routes = crmRoutes(basePath)\n  /*\n   * Built at USE, not at render (AGL-3275). A lead is an org row, so the org\n   * has to be known to address one — and `orgId` is null while the lookup\n   * settles. Composing a ref from that null throws during render, which the\n   * page shows as a 500 rather than as a card still loading.\n   */\n  const refFor = () => (orgId ? doc(firestore, 'orgs', orgId, 'leads', leadId) : null)\n  const status = Aglyn.crmLeadStatus(lead)\n  const converted = Boolean(lead.convertedContactId)\n  const open = Aglyn.isCrmLeadOpen(lead) && !converted\n  // The last verdict on the address (AGL-3245), as the platform stamped it.\n  const emailState = Aglyn.readEmailState(lead)\n  /** What a capture that took a number left on the document (AGL-2661). */\n  const leadPhone = String(lead['phone'] ?? '').trim()\n\n  const [notes, setNotes] = useState(String(lead.notes ?? ''))\n  // The label's id, so the status combobox is named \"Status\" rather than\n  // after the status it shows — see `LeadOwnerSelect`.\n  const statusLabelId = useId()\n  const [notesDirty, setNotesDirty] = useState(false)\n  /*\n   * THE LEAD'S OWN PROFILE (AGL-3231) — company, title, phone, website,\n   * address, tags, lead source — edited in the Details card with the notes\n   * and the custom fields, under one Save, the way the contact's Properties\n   * card saves. Seeded from the document and guarded on save: a draft\n   * edited over a cached read must not overwrite a newer profile with an\n   * older one.\n   */\n  const [profile, setProfile] = useState<ProfileDraft>(() => profileDraftFrom(lead))\n  const [profileDirty, setProfileDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  const [profileErrors, setProfileErrors] = useState<Record<string, string>>({})\n  useEffect(() => {\n    if (!profileDirty) setProfile(profileDraftFrom(lead))\n    // The draft follows the document until it is edited; the fields are\n    // read one by one so a change to any of them reseeds.\n  }, [\n    profileDirty,\n    lead.company,\n    lead.jobTitle,\n    lead.phone,\n    lead.website,\n    lead.leadSource,\n    lead.tags,\n    lead.address,\n  ])\n  /*\n   * THE ORG'S OWN LEAD FIELDS (AGL-3272), edited under the same Save as\n   * the profile: one button over one card, so a person filling a lead in\n   * does not have to find two.\n   *\n   * The draft holds only the keys the reader touched, and Save writes the\n   * difference as dotted paths — a `custom` map written whole would take\n   * out every key this card did not show, which is what a retired field's\n   * values and an integration's writes sit under.\n   */\n  const fields = useContactFieldDefinitions(orgId, 'lead')\n  // The org's lead source values (AGL-3298), for the select below.\n  const leadSources = useLeadSourcePicklist(orgId)\n  const storedCustom = useMemo(() => lead.custom ?? {}, [lead.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  const editProfile = <K extends keyof ProfileDraft>(key: K, value: ProfileDraft[K]) => {\n    setProfile((current) => ({ ...current, [key]: value }))\n    setProfileDirty(true)\n  }\n  // A newer note from the server replaces an UNEDITED draft; an edited one is\n  // the reader's, and the guard on save decides whether it may land.\n  useEffect(() => {\n    if (!notesDirty) setNotes(String(lead.notes ?? ''))\n  }, [lead.notes, notesDirty])\n\n  /** One update of the lead, and whether it landed. */\n  const write = async (fields: Record<string, unknown>, done: string): Promise<boolean> => {\n    try {\n      const ref = refFor()\n      if (!ref) {\n        enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n          variant: 'warning',\n          persist: false,\n        })\n        return false\n      }\n      await updateDoc(ref, { ...fields, updatedAt: serverTimestamp() })\n      enqueueSnackbar(done, { variant: 'success', persist: false })\n      return true\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n      return false\n    }\n  }\n\n  /*\n   * What Save is offered for: a profile field edited, a custom value that\n   * differs from the stored map, or the notes. Touched-and-put-back does\n   * not count for a custom value — the draft keeps the key either way, and\n   * a Save that wrote nothing would still bump `updatedAt`.\n   */\n  const customChanged = crmCustomDraftChanges(storedCustom, custom).length > 0\n  const dirty = profileDirty || customChanged || notesDirty\n\n  /** Every draft back to what the document holds. */\n  const discard = () => {\n    setProfile(profileDraftFrom(lead))\n    setProfileDirty(false)\n    setProfileErrors({})\n    setCustom({})\n    setNotes(String(lead.notes ?? ''))\n    setNotesDirty(false)\n  }\n\n  /*\n   * The Details card's one Save: the profile and the custom values while\n   * the lead is open, and the notes, in one update. A converted lead's\n   * profile is the contact's now, so only its notes are written.\n   */\n  const saveDetails = async () => {\n    const update: Record<string, unknown> = {}\n    if (!converted && (profileDirty || customChanged)) {\n      const { patch, errors } = Aglyn.normalizeCrmLeadProfile({\n        company: profile.company,\n        jobTitle: profile.jobTitle,\n        phone: profile.phone,\n        website: profile.website,\n        leadSource: profile.leadSource,\n        tags: profile.tags,\n        address: profile.address,\n      })\n      setProfileErrors(errors)\n      if (Object.keys(errors).length) return\n      /*\n       * A required field the reader CLEARED is refused; one the lead has\n       * always lacked is not this save's to demand, or a field added after\n       * the lead was captured would block every later edit to its company.\n       */\n      const missing = crmCustomDraftMissingRequired(\n        fields.active,\n        storedCustom,\n        custom,\n        'edit',\n      )\n      if (missing.length) {\n        enqueueSnackbar(`${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`, {\n          variant: 'warning',\n        })\n        return\n      }\n      const profileFields = profileWrite(patch)\n      Object.assign(\n        update,\n        profileFields,\n        crmCustomDraftWrites(storedCustom, custom),\n        // The company, title, tags and lead source are what the Leads list\n        // searches and filters by (AGL-3321).\n        crmClientListFields('leads', lead, profileFields, LEAD_CLIENT_LIST_FIELDS),\n      )\n    }\n    if (notesDirty) update['notes'] = notes.trim().slice(0, NOTES_MAX)\n    if (!Object.keys(update).length) return\n    setSaving(true)\n    let landed = false\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        landed = await write(update, 'Lead saved')\n      },\n    )\n    setSaving(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The lead could not be saved.', {\n        variant: 'warning',\n      })\n      return\n    }\n    if (!landed) return\n    setProfileDirty(false)\n    setNotesDirty(false)\n    // The draft is spent: what it held is stored, and the controls read\n    // the document again.\n    setCustom({})\n  }\n\n  const consent = Aglyn.readMarketingBasis(lead, consentGroup)\n  const consentLine =\n    consent.basis === 'granted'\n      ? `Opted in to marketing${\n          consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''\n        }`\n      : consent.basis === 'declined'\n        ? 'Declined marketing'\n        : 'No marketing consent recorded — this lead cannot be emailed marketing'\n\n  return (\n    <>\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={String(lead['name'] || lead['email'] || leadId)}\n        // The name is the heading; the address is the one line under it,\n        // unless the address IS the name, in which case there is no second fact.\n        subtitle={lead['name'] ? String(lead['email'] ?? '') : undefined}\n        help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#working-a-lead-from-the-row' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        // The booking door (AGL-2660), while the lead is still the record\n        // being worked: once converted, the contact is where a meeting is\n        // booked from, and the links below lead there.\n        booking={converted ? undefined : { hostId, org, kind: 'lead', recordId: leadId }}\n        actions={\n          <>\n            {/*\n              Once converted, the lead's actions are the records the\n              conversion made.\n            */}\n            {converted ? (\n              <>\n                <Button\n                  component={AppLink as any}\n                  {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                  href={routes.contact(String(lead.convertedContactId))}\n                  size=\"small\"\n                  variant=\"outlined\"\n                >\n                  {'Open contact'}\n                </Button>\n                {lead.companyId ? (\n                  <Button\n                    component={AppLink as any}\n                    {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                    href={routes.company(lead.companyId)}\n                    size=\"small\"\n                    variant=\"outlined\"\n                  >\n                    {'Open company'}\n                  </Button>\n                ) : null}\n                {lead.dealId ? (\n                  <Button\n                    component={AppLink as any}\n                    {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                    href={routes.deal(lead.dealId)}\n                    size=\"small\"\n                    variant=\"outlined\"\n                  >\n                    {'Open deal'}\n                  </Button>\n                ) : null}\n              </>\n            ) : erasurePending ? (\n              <Tooltip title={CONVERT_PENDING_ERASURE_REASON}>\n                {/* A disabled button receives no pointer events, so the\n                    tooltip anchors on the span around it. */}\n                <span>\n                  <Button size=\"small\" variant=\"contained\" disabled>\n                    {'Convert'}\n                  </Button>\n                </span>\n              </Tooltip>\n            ) : (\n              <Button size=\"small\" variant=\"contained\" onClick={onConvert}>\n                {'Convert'}\n              </Button>\n            )}\n            {/* Dial the number the capture carried, and log the call (AGL-2661). */}\n            <CrmCallButton\n              hostId={hostId}\n              org={org}\n              link={{ leadId }}\n              phone={leadPhone}\n            />\n            <CrmSendEmailButton\n              hostId={hostId}\n              leadId={leadId}\n              email={String(lead['email'] ?? '')}\n              name={String(lead['name'] ?? '')}\n              emailState={emailState}\n            />\n          </>\n        }\n        menuItems={[\n          ...(open\n            ? [\n                {\n                  key: 'unqualify',\n                  label: 'Unqualify',\n                  icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n                  destructive: true,\n                  onClick: onUnqualify,\n                } satisfies RowActionsMenuItem,\n              ]\n            : []),\n          ...extraMenuItems,\n        ]}\n        chips={\n          <>\n            <LeadStatusChip lead={lead} />\n            {/* The verdict on the address (AGL-3245), beside the status: a\n                bounce does not move New or Working, but it is the first\n                thing a person deciding whether to write must see. */}\n            <CrmEmailStateChip state={emailState} />\n            {/* The mail gateway in front of the address, and what it did\n                with this site's mail this week (AGL-3328). */}\n            <CrmEmailGatewayChip\n              hostId={hostId}\n              email={String(lead['email'] ?? '')}\n              emailState={emailState}\n            />\n            <CrmRecordChip\n              label=\"Owner\"\n              value={lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined}\n            />\n            {extraChips}\n          </>\n        }\n      >\n        <Stack spacing={3}>\n          {banner}\n          {/*\n            Only when the capture carried one (AGL-2661): the sign-up and\n            booking doors write no phone, so a row for every lead would be a\n            permanent blank. A form that captures one fills this.\n          */}\n          {leadPhone ? (\n            <Fact label=\"Phone\">\n              <CrmPhoneLink phone={leadPhone} />\n            </Fact>\n          ) : null}\n          <Fact label=\"Marketing consent\">{consentLine}</Fact>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            {converted ? (\n              <Fact label=\"Status\">\n                <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                  <LeadStatusChip lead={lead} />\n                  <Typography variant=\"body2\" color=\"text.secondary\">\n                    {lead.convertedAtMs\n                      ? `Converted ${new Date(lead.convertedAtMs).toLocaleString()}`\n                      : 'Converted'}\n                  </Typography>\n                </Stack>\n              </Fact>\n            ) : (\n              <FormControl size=\"small\" sx={{ minWidth: 200 }}>\n                <InputLabel id={statusLabelId}>{'Status'}</InputLabel>\n                <Select\n                  labelId={statusLabelId}\n                  label=\"Status\"\n                  value={status === 'unqualified' ? 'unqualified' : status}\n                  onChange={(event) => {\n                    const next = String(event.target.value) as CrmLeadStatus\n                    if (next === 'unqualified') {\n                      onUnqualify()\n                      return\n                    }\n                    // Reopening drops the reason with the closed state: a lead\n                    // being worked again is not \"unqualified because …\".\n                    void write(\n                      {\n                        status: next,\n                        ...(status === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n                      },\n                      'Status updated',\n                    )\n                  }}\n                >\n                  <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n                  <MenuItem value=\"working\">{Aglyn.CRM_LEAD_STATUS_LABELS.working}</MenuItem>\n                  <MenuItem value=\"unqualified\">\n                    {`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}\n                  </MenuItem>\n                </Select>\n              </FormControl>\n            )}\n            <LeadOwnerSelect\n              value={lead.ownerUid}\n              roster={roster}\n              fullWidth={false}\n              onChange={(uid) =>\n                void write({ ownerUid: uid || deleteField() }, uid ? 'Owner assigned' : 'Owner cleared')\n              }\n            />\n          </Stack>\n          {status === 'unqualified' && lead.unqualifiedReason ? (\n            <Alert severity=\"info\">{`Unqualified: ${lead.unqualifiedReason}`}</Alert>\n          ) : null}\n        </Stack>\n      </CrmRecordHeader>\n      {/*\n        The profile (AGL-3231), the org's own lead fields (AGL-3272) and the\n        notes: what Salesforce keeps on a lead and hands to the contact and\n        the account on convert. Read-only once converted — the contact is the\n        record then, and the header's links lead there — but for the notes.\n      */}\n      <CardDisplay\n        header={'Details'}\n        help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          action: (\n            <Stack direction=\"row\" spacing={1}>\n              {dirty ? (\n                <Button size=\"small\" disabled={saving} onClick={discard}>\n                  {'Discard changes'}\n                </Button>\n              ) : null}\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                onClick={() => void saveDetails()}\n                disabled={!dirty || saving}\n              >\n                {saving ? 'Saving…' : 'Save'}\n              </Button>\n            </Stack>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"Company\"\n              value={profile.company}\n              onChange={(event) => editProfile('company', event.target.value)}\n              disabled={converted}\n              slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Job title\"\n              value={profile.jobTitle}\n              onChange={(event) => editProfile('jobTitle', event.target.value)}\n              disabled={converted}\n              slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n              fullWidth\n            />\n          </Stack>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"Phone\"\n              value={profile.phone}\n              onChange={(event) => editProfile('phone', event.target.value)}\n              disabled={converted}\n              error={Boolean(profileErrors['phone'])}\n              helperText={profileErrors['phone'] || 'With the country code, like +1 512 555 0107'}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Website\"\n              value={profile.website}\n              onChange={(event) => editProfile('website', event.target.value)}\n              disabled={converted}\n              error={Boolean(profileErrors['website'])}\n              helperText={profileErrors['website'] || 'Like acme.com'}\n              fullWidth\n            />\n          </Stack>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            {/* The org's own values (AGL-3298); the stored one stays shown when the list no longer offers it. */}\n            <LeadSourceSelect\n              picklist={leadSources.picklist}\n              value={profile.leadSource}\n              stored={String(lead.leadSource ?? '')}\n              onChange={(label) => editProfile('leadSource', label)}\n              disabled={converted}\n            />\n            <TextField\n              size=\"small\"\n              label=\"Tags\"\n              value={profile.tags}\n              onChange={(event) => editProfile('tags', event.target.value)}\n              disabled={converted}\n              helperText=\"Comma-separated\"\n              fullWidth\n            />\n          </Stack>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Address'}\n          </Typography>\n          <ContactAddressFields\n            value={profile.address}\n            onChange={(next) => editProfile('address', next)}\n            disabled={converted}\n          />\n          {/*\n            The org's own lead fields (AGL-3272), after the built-in ones\n            because they describe the same record and save with it. Absent,\n            not an empty box, while the org defines none.\n          */}\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'More fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={converted || saving}\n                />\n              ))}\n            </>\n          ) : null}\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={notes}\n            onChange={(event) => {\n              setNotes(event.target.value)\n              setNotesDirty(true)\n            }}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: NOTES_MAX } 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package/src/lib/components/use-crm-api.d.ts

@@ -1,5 +1,5 @@
 /** The routes `registerCrmConsoleApi` registers under `/api/crm/`. */
-export type CrmApiRoute = 'contacts-create' | 'leads-create' | 'contact-email-history' | 'contact-update' | 'company-delete' | 'contacts-merge' | 'email-send' | 'erase-person' | 'org-activity' | 'recipe-install' | 'recipe-status' | 'inbound-address' | 'email-template-duplicate';
+export type CrmApiRoute = 'contacts-create' | 'leads-create' | 'contact-email-history' | 'contact-update' | 'company-delete' | 'contacts-merge' | 'email-send' | 'email-check' | 'erase-person' | 'org-activity' | 'recipe-install' | 'recipe-status' | 'inbound-address' | 'email-template-duplicate';
 /** What one call to the CRM API answered with. */
 export interface CrmApiResult {
     response: Response;

package/src/lib/components/use-crm-api.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/use-crm-api.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'use client'\n\nimport {\n  authorizedFetch,\n  type TokenSource,\n} from '@aglyn/shared-util-http/authorized-token'\nimport { useUser } from '@aglyn/tenant-feature-instance'\nimport { useCallback, useRef } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\n\n/** The routes `registerCrmConsoleApi` registers under `/api/crm/`. */\nexport type CrmApiRoute =\n  | 'contacts-create'\n  | 'leads-create'\n  | 'contact-email-history'\n  | 'contact-update'\n  | 'company-delete'\n  | 'contacts-merge'\n  | 'email-send'\n  | 'erase-person'\n  | 'org-activity'\n  | 'recipe-install'\n  | 'recipe-status'\n  | 'inbound-address'\n  | 'email-template-duplicate'\n\n/** What one call to the CRM API answered with. */\nexport interface CrmApiResult {\n  response: Response\n  payload: Record<string, any>\n}\n\n/**\n * ONE AUTHORIZED POST TO THE CRM's SERVER HALF (AGL-2596).\n *\n * The route is a fixed member of {@link CrmApiRoute} rather than a string\n * the caller composes, so a component cannot post the console's credentials\n * anywhere this plugin does not own. The site id rides in the body because\n * that is where the dispatcher's per-site gate reads it from.\n *\n * The user is read through a ref, for the reason the campaign API hook\n * gives: the user object is a new object on most renders, and a callback\n * that changed identity with it would re-fire every effect that depends on\n * it. The token is fetched at call time either way — `authorizedFetch`\n * resolves it under a deadline and answers a 401 of its own rather than\n * sending the request unauthenticated, so a signed-out caller is told so\n * through the same `response.ok` branch every other refusal takes.\n */\n/**\n * ## The organization level\n *\n * Beneath the org hub's mount (AGL-2630) the body also names the ORG, and\n * that is what makes the call the route's org variant (AGL-2634): the route\n * authorizes the caller by the org rather than by a site's role, and a\n * `hostId` beside it — the record's own capturing site, or `null` for a\n * record no site has captured — is what the act needs a site FOR, never\n * what it is authorized against. Under a site there is no mount and the\n * body is what it always was.\n */\nexport function useCrmApi(\n  /**\n   * The site the request is made for. At the organization level the\n   * record's own site, or `null` for a record no site has captured — the\n   * org variant of a route serves both, and a route with no org variant\n   * (a create, which is always captured BY a site) refuses the null as it\n   * always has.\n   */\n  hostId: string | null,\n) {\n  const { data: user } = useUser()\n  const userRef = useRef(user)\n  userRef.current = user\n  const orgId = useCrmOrgMount()?.orgId ?? null\n  return useCallback(\n    async (\n      route: CrmApiRoute,\n      payload: Record<string, unknown>,\n    ): Promise<CrmApiResult> => {\n      const response = await authorizedFetch(\n        userRef.current as TokenSource | null | undefined,\n        `/api/crm/${route}`,\n        {\n          method: 'POST',\n          headers: { 'Content-Type': 'application/json' },\n          body: JSON.stringify({\n            hostId,\n            ...(orgId ? { orgId } : {}),\n            ...payload,\n          }),\n        },\n      )\n      const json = await response.json().catch(() => ({}))\n      return { response, payload: json as Record<string, any> }\n    },\n    [hostId, orgId],\n  )\n}\n\nexport default useCrmApi\n"],"names":["authorizedFetch","useUser","useCallback","useRef","useCrmOrgMount","useCrmApi","hostId","data","user","userRef","current","orgId","route","payload","response","method","headers","body","JSON","stringify","json","catch"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,eAAe,QAEV,2CAA0C;AACjD,SAASC,OAAO,QAAQ,iCAAgC;AACxD,SAASC,WAAW,EAAEC,MAAM,QAAQ,QAAO;AAC3C,SAASC,cAAc,QAAQ,gCAA4B;AAwB3D;;;;;;;;;;;;;;;CAeC,GACD;;;;;;;;;;CAUC,GACD,OAAO,SAASC,UACd;;;;;;GAMC,GACDC,MAAqB;;QAKPF;IAHd,MAAM,EAAEG,MAAMC,IAAI,EAAE,GAAGP;IACvB,MAAMQ,UAAUN,OAAOK;IACvBC,QAAQC,OAAO,GAAGF;IAClB,MAAMG,iBAAQP,kBAAAA,qCAAAA,gBAAkBO,KAAK,mBAAI;IACzC,OAAOT,YACL,OACEU,OACAC;QAEA,MAAMC,WAAW,MAAMd,gBACrBS,QAAQC,OAAO,EACf,CAAC,SAAS,EAAEE,OAAO,EACnB;YACEG,QAAQ;YACRC,SAAS;gBAAE,gBAAgB;YAAmB;YAC9CC,MAAMC,KAAKC,SAAS,CAAC;gBACnBb;eACIK,QAAQ;gBAAEA;YAAM,IAAI,CAAC,GACtBE;QAEP;QAEF,MAAMO,OAAO,MAAMN,SAASM,IAAI,GAAGC,KAAK,CAAC,IAAO,CAAA,CAAC,CAAA;QACjD,OAAO;YAAEP;YAAUD,SAASO;QAA4B;IAC1D,GACA;QAACd;QAAQK;KAAM;AAEnB;AAEA,eAAeN,UAAS"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/use-crm-api.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'use client'\n\nimport {\n  authorizedFetch,\n  type TokenSource,\n} from '@aglyn/shared-util-http/authorized-token'\nimport { useUser } from '@aglyn/tenant-feature-instance'\nimport { useCallback, useRef } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\n\n/** The routes `registerCrmConsoleApi` registers under `/api/crm/`. */\nexport type CrmApiRoute =\n  | 'contacts-create'\n  | 'leads-create'\n  | 'contact-email-history'\n  | 'contact-update'\n  | 'company-delete'\n  | 'contacts-merge'\n  | 'email-send'\n  | 'email-check'\n  | 'erase-person'\n  | 'org-activity'\n  | 'recipe-install'\n  | 'recipe-status'\n  | 'inbound-address'\n  | 'email-template-duplicate'\n\n/** What one call to the CRM API answered with. */\nexport interface CrmApiResult {\n  response: Response\n  payload: Record<string, any>\n}\n\n/**\n * ONE AUTHORIZED POST TO THE CRM's SERVER HALF (AGL-2596).\n *\n * The route is a fixed member of {@link CrmApiRoute} rather than a string\n * the caller composes, so a component cannot post the console's credentials\n * anywhere this plugin does not own. The site id rides in the body because\n * that is where the dispatcher's per-site gate reads it from.\n *\n * The user is read through a ref, for the reason the campaign API hook\n * gives: the user object is a new object on most renders, and a callback\n * that changed identity with it would re-fire every effect that depends on\n * it. The token is fetched at call time either way — `authorizedFetch`\n * resolves it under a deadline and answers a 401 of its own rather than\n * sending the request unauthenticated, so a signed-out caller is told so\n * through the same `response.ok` branch every other refusal takes.\n */\n/**\n * ## The organization level\n *\n * Beneath the org hub's mount (AGL-2630) the body also names the ORG, and\n * that is what makes the call the route's org variant (AGL-2634): the route\n * authorizes the caller by the org rather than by a site's role, and a\n * `hostId` beside it — the record's own capturing site, or `null` for a\n * record no site has captured — is what the act needs a site FOR, never\n * what it is authorized against. Under a site there is no mount and the\n * body is what it always was.\n */\nexport function useCrmApi(\n  /**\n   * The site the request is made for. At the organization level the\n   * record's own site, or `null` for a record no site has captured — the\n   * org variant of a route serves both, and a route with no org variant\n   * (a create, which is always captured BY a site) refuses the null as it\n   * always has.\n   */\n  hostId: string | null,\n) {\n  const { data: user } = useUser()\n  const userRef = useRef(user)\n  userRef.current = user\n  const orgId = useCrmOrgMount()?.orgId ?? null\n  return useCallback(\n    async (\n      route: CrmApiRoute,\n      payload: Record<string, unknown>,\n    ): Promise<CrmApiResult> => {\n      const response = await authorizedFetch(\n        userRef.current as TokenSource | null | undefined,\n        `/api/crm/${route}`,\n        {\n          method: 'POST',\n          headers: { 'Content-Type': 'application/json' },\n          body: JSON.stringify({\n            hostId,\n            ...(orgId ? { orgId } : {}),\n            ...payload,\n          }),\n        },\n      )\n      const json = await response.json().catch(() => ({}))\n      return { response, payload: json as Record<string, any> }\n    },\n    [hostId, orgId],\n  )\n}\n\nexport default useCrmApi\n"],"names":["authorizedFetch","useUser","useCallback","useRef","useCrmOrgMount","useCrmApi","hostId","data","user","userRef","current","orgId","route","payload","response","method","headers","body","JSON","stringify","json","catch"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,eAAe,QAEV,2CAA0C;AACjD,SAASC,OAAO,QAAQ,iCAAgC;AACxD,SAASC,WAAW,EAAEC,MAAM,QAAQ,QAAO;AAC3C,SAASC,cAAc,QAAQ,gCAA4B;AAyB3D;;;;;;;;;;;;;;;CAeC,GACD;;;;;;;;;;CAUC,GACD,OAAO,SAASC,UACd;;;;;;GAMC,GACDC,MAAqB;;QAKPF;IAHd,MAAM,EAAEG,MAAMC,IAAI,EAAE,GAAGP;IACvB,MAAMQ,UAAUN,OAAOK;IACvBC,QAAQC,OAAO,GAAGF;IAClB,MAAMG,iBAAQP,kBAAAA,qCAAAA,gBAAkBO,KAAK,mBAAI;IACzC,OAAOT,YACL,OACEU,OACAC;QAEA,MAAMC,WAAW,MAAMd,gBACrBS,QAAQC,OAAO,EACf,CAAC,SAAS,EAAEE,OAAO,EACnB;YACEG,QAAQ;YACRC,SAAS;gBAAE,gBAAgB;YAAmB;YAC9CC,MAAMC,KAAKC,SAAS,CAAC;gBACnBb;eACIK,QAAQ;gBAAEA;YAAM,IAAI,CAAC,GACtBE;QAEP;QAEF,MAAMO,OAAO,MAAMN,SAASM,IAAI,GAAGC,KAAK,CAAC,IAAO,CAAA,CAAC,CAAA;QACjD,OAAO;YAAEP;YAAUD,SAASO;QAA4B;IAC1D,GACA;QAACd;QAAQK;KAAM;AAEnB;AAEA,eAAeN,UAAS"}

package/src/lib/declarations.server.js

@@ -19,6 +19,7 @@ import { registerPluginConsentGroupParticipant } from "@aglyn/aglyn/plugin-manag
 import { registerPluginContactCaptureWriter } from "@aglyn/aglyn/plugin-manager/plugin-contact-capture";
 import { registerPluginLeadConversionListener } from "@aglyn/aglyn/plugin-manager/plugin-lead-conversion";
 import { registerPluginPersonMatcher } from "@aglyn/aglyn/plugin-manager/plugin-person-matches";
+import { registerPluginRecordEmailStateWriter } from "@aglyn/aglyn/plugin-manager/plugin-record-email-state";
 import { BUNDLE_ID } from "./constants/bundle-common.js";
 import { summarizeConsentGroupChange } from "./model/consent-group-summary.js";
 /**
@@ -90,6 +91,20 @@ import { summarizeConsentGroupChange } from "./model/consent-group-summary.js";
     // the CRM switched on, because the contacts — and the refusals on them —
     // outlive the switch. Deferred like the rest; the summary is plain words
     // and answers synchronously.
+    // The record email-state writer (AGL-3245), here as well as in the console
+    // API so the tenant's doors reach it too: a form submission's capture is
+    // checked for deliverability after its response (AGL-3328), and the "Would
+    // bounce" that check finds is written through this seam. Deferred like the
+    // rest; the console's own registration replaces this one with the same
+    // writer, loaded eagerly.
+    registerPluginRecordEmailStateWriter({
+        async stamp (request) {
+            const { createCrmRecordEmailStateWriter, defaultCrmRecordEmailStateDeps } = await import("./server/record-email-state.js");
+            return createCrmRecordEmailStateWriter(defaultCrmRecordEmailStateDeps()).stamp(request);
+        }
+    }, {
+        pluginId: BUNDLE_ID
+    });
     registerPluginConsentGroupParticipant({
         async preview (request) {
             const { consentGroupParticipant } = await import("./server/consent-group-participant.js");

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.server.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n// The contract from its own module, not the plugin-manager barrel: boot needs\n// the registry and nothing else, and the barrel reaches the client contexts.\nimport { registerPluginConsentGroupParticipant } from '@aglyn/aglyn/plugin-manager/plugin-consent-group-change'\nimport {\n  registerPluginContactCaptureWriter,\n  type PluginContactCaptureWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport { registerPluginLeadConversionListener } from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion'\nimport { registerPluginPersonMatcher } from '@aglyn/aglyn/plugin-manager/plugin-person-matches'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport { summarizeConsentGroupChange } from './model/consent-group-summary'\n\n/**\n * The CRM as the plugin that keeps people.\n *\n * Light by construction, the way the workflows listener is: the capture\n * itself is imported when the first one arrives, not when the process\n * starts, so a process that never captures anybody pays for this object and\n * nothing else. That matters because this registers in EVERY server process,\n * including ones that will never touch the CRM.\n */\nexport const crmContactCaptureWriter: PluginContactCaptureWriter = {\n  async capture(request) {\n    const { captureContactForCrm } = await import('./server/capture-contact')\n    return await captureContactForCrm(request)\n  },\n}\n\n/**\n * The plugin's SERVER declarations: what the server must know at boot, before\n * any door of the CRM has been called.\n *\n * ## Why a declaration and not a `tenantApi` registration\n *\n * The doors that meet a person mostly never load this plugin. A form\n * submission is a core route; an order and a booking are captured inside\n * STRIPE WEBHOOKS. None of them has a reason to load the CRM, and a registry\n * filled by a surface that did not load answers `null` — which\n * `capturePluginContact` defines as \"this workspace has no record system\", a\n * sentence that would be false and silent. Orders would stop creating\n * contacts with nothing red anywhere, which is the AGL-3025 shape.\n *\n * Running from both apps' generated server-declarations manifest at boot is\n * what makes the answer true in every process. It is also called from the\n * plugin's own API register functions, so a process whose boot did not run it\n * still registers the writer the first time a CRM door loads. Registering\n * twice replaces in place.\n *\n * ⚠️ The registry holds ONE writer: a workspace keeps one set of people. A\n * second plugin's is refused naming both, and the incumbent keeps serving.\n */\nexport function registerCrmServerDeclarations(): void {\n  registerPluginContactCaptureWriter(crmContactCaptureWriter, {\n    pluginId: BUNDLE_ID,\n  })\n  // The CRM's own share of a lead conversion (AGL-3254): the lead's\n  // campaigns go onto the contact's facet. Through the seam every door\n  // that converts a lead reaches, and deferred like the capture: the\n  // module that writes is loaded when the first conversion arrives, and\n  // it brings the Admin SDK with it — this file defers the plugin's OWN\n  // module only. A library imported statically across the plugin cannot\n  // also be lazy-loaded here: `enforce-module-boundaries` refuses every\n  // static import of a library the project lazy-loads anywhere.\n  registerPluginLeadConversionListener(\n    async (request) => {\n      const { carryLeadCampaignsOnConversion } =\n        await import('./server/lead-campaign-carry')\n      return carryLeadCampaignsOnConversion(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // \"Did this workspace already know this person?\" (AGL-3289), asked by the\n  // staff console's acquisition card. Deferred like the rest: the reads load\n  // when a staff member first opens a card, not when the process starts.\n  registerPluginPersonMatcher(\n    async (request) => {\n      const { matchCrmPeople } = await import('./server/person-matches')\n      return matchCrmPeople(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // The CRM's share of a consent group change (AGL-3320): a contact's\n  // per-site refusal carried across a separation, and the records keyed by a\n  // group re-homed after the flip. Registered whether or not a workspace has\n  // the CRM switched on, because the contacts — and the refusals on them —\n  // outlive the switch. Deferred like the rest; the summary is plain words\n  // and answers synchronously.\n  registerPluginConsentGroupParticipant(\n    {\n      async preview(request) {\n        const { consentGroupParticipant } = await import('./server/consent-group-participant')\n        return consentGroupParticipant.preview(request)\n      },\n      async run(request) {\n        const { consentGroupParticipant } = await import('./server/consent-group-participant')\n        return consentGroupParticipant.run(request)\n      },\n      summarize: summarizeConsentGroupChange,\n    },\n    { pluginId: BUNDLE_ID },\n  )\n}\n\n"],"names":["registerPluginConsentGroupParticipant","registerPluginContactCaptureWriter","registerPluginLeadConversionListener","registerPluginPersonMatcher","BUNDLE_ID","summarizeConsentGroupChange","crmContactCaptureWriter","capture","request","captureContactForCrm","registerCrmServerDeclarations","pluginId","carryLeadCampaignsOnConversion","matchCrmPeople","preview","consentGroupParticipant","run","summarize"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,8EAA8E;AAC9E,6EAA6E;AAC7E,SAASA,qCAAqC,QAAQ,0DAAyD;AAC/G,SACEC,kCAAkC,QAE7B,qDAAoD;AAC3D,SAASC,oCAAoC,QAAQ,qDAAoD;AACzG,SAASC,2BAA2B,QAAQ,oDAAmD;AAC/F,SAASC,SAAS,QAAQ,+BAA2B;AACrD,SAASC,2BAA2B,QAAQ,mCAA+B;AAE3E;;;;;;;;CAQC,GACD,OAAO,MAAMC,0BAAsD;IACjE,MAAMC,SAAQC,OAAO;QACnB,MAAM,EAAEC,oBAAoB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC9C,OAAO,MAAMA,qBAAqBD;IACpC;AACF,EAAC;AAED;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,SAASE;IACdT,mCAAmCK,yBAAyB;QAC1DK,UAAUP;IACZ;IACA,kEAAkE;IAClE,qEAAqE;IACrE,mEAAmE;IACnE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,8DAA8D;IAC9DF,qCACE,OAAOM;QACL,MAAM,EAAEI,8BAA8B,EAAE,GACtC,MAAM,MAAM,CAAC;QACf,OAAOA,+BAA+BJ;IACxC,GACA;QAAEG,UAAUP;IAAU;IAExB,0EAA0E;IAC1E,2EAA2E;IAC3E,uEAAuE;IACvED,4BACE,OAAOK;QACL,MAAM,EAAEK,cAAc,EAAE,GAAG,MAAM,MAAM,CAAC;QACxC,OAAOA,eAAeL;IACxB,GACA;QAAEG,UAAUP;IAAU;IAExB,oEAAoE;IACpE,2EAA2E;IAC3E,2EAA2E;IAC3E,yEAAyE;IACzE,yEAAyE;IACzE,6BAA6B;IAC7BJ,sCACE;QACE,MAAMc,SAAQN,OAAO;YACnB,MAAM,EAAEO,uBAAuB,EAAE,GAAG,MAAM,MAAM,CAAC;YACjD,OAAOA,wBAAwBD,OAAO,CAACN;QACzC;QACA,MAAMQ,KAAIR,OAAO;YACf,MAAM,EAAEO,uBAAuB,EAAE,GAAG,MAAM,MAAM,CAAC;YACjD,OAAOA,wBAAwBC,GAAG,CAACR;QACrC;QACAS,WAAWZ;IACb,GACA;QAAEM,UAAUP;IAAU;AAE1B"}
+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.server.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n// The contract from its own module, not the plugin-manager barrel: boot needs\n// the registry and nothing else, and the barrel reaches the client contexts.\nimport { registerPluginConsentGroupParticipant } from '@aglyn/aglyn/plugin-manager/plugin-consent-group-change'\nimport {\n  registerPluginContactCaptureWriter,\n  type PluginContactCaptureWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport { registerPluginLeadConversionListener } from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion'\nimport { registerPluginPersonMatcher } from '@aglyn/aglyn/plugin-manager/plugin-person-matches'\nimport { registerPluginRecordEmailStateWriter } from '@aglyn/aglyn/plugin-manager/plugin-record-email-state'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport { summarizeConsentGroupChange } from './model/consent-group-summary'\n\n/**\n * The CRM as the plugin that keeps people.\n *\n * Light by construction, the way the workflows listener is: the capture\n * itself is imported when the first one arrives, not when the process\n * starts, so a process that never captures anybody pays for this object and\n * nothing else. That matters because this registers in EVERY server process,\n * including ones that will never touch the CRM.\n */\nexport const crmContactCaptureWriter: PluginContactCaptureWriter = {\n  async capture(request) {\n    const { captureContactForCrm } = await import('./server/capture-contact')\n    return await captureContactForCrm(request)\n  },\n}\n\n/**\n * The plugin's SERVER declarations: what the server must know at boot, before\n * any door of the CRM has been called.\n *\n * ## Why a declaration and not a `tenantApi` registration\n *\n * The doors that meet a person mostly never load this plugin. A form\n * submission is a core route; an order and a booking are captured inside\n * STRIPE WEBHOOKS. None of them has a reason to load the CRM, and a registry\n * filled by a surface that did not load answers `null` — which\n * `capturePluginContact` defines as \"this workspace has no record system\", a\n * sentence that would be false and silent. Orders would stop creating\n * contacts with nothing red anywhere, which is the AGL-3025 shape.\n *\n * Running from both apps' generated server-declarations manifest at boot is\n * what makes the answer true in every process. It is also called from the\n * plugin's own API register functions, so a process whose boot did not run it\n * still registers the writer the first time a CRM door loads. Registering\n * twice replaces in place.\n *\n * ⚠️ The registry holds ONE writer: a workspace keeps one set of people. A\n * second plugin's is refused naming both, and the incumbent keeps serving.\n */\nexport function registerCrmServerDeclarations(): void {\n  registerPluginContactCaptureWriter(crmContactCaptureWriter, {\n    pluginId: BUNDLE_ID,\n  })\n  // The CRM's own share of a lead conversion (AGL-3254): the lead's\n  // campaigns go onto the contact's facet. Through the seam every door\n  // that converts a lead reaches, and deferred like the capture: the\n  // module that writes is loaded when the first conversion arrives, and\n  // it brings the Admin SDK with it — this file defers the plugin's OWN\n  // module only. A library imported statically across the plugin cannot\n  // also be lazy-loaded here: `enforce-module-boundaries` refuses every\n  // static import of a library the project lazy-loads anywhere.\n  registerPluginLeadConversionListener(\n    async (request) => {\n      const { carryLeadCampaignsOnConversion } =\n        await import('./server/lead-campaign-carry')\n      return carryLeadCampaignsOnConversion(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // \"Did this workspace already know this person?\" (AGL-3289), asked by the\n  // staff console's acquisition card. Deferred like the rest: the reads load\n  // when a staff member first opens a card, not when the process starts.\n  registerPluginPersonMatcher(\n    async (request) => {\n      const { matchCrmPeople } = await import('./server/person-matches')\n      return matchCrmPeople(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // The CRM's share of a consent group change (AGL-3320): a contact's\n  // per-site refusal carried across a separation, and the records keyed by a\n  // group re-homed after the flip. Registered whether or not a workspace has\n  // the CRM switched on, because the contacts — and the refusals on them —\n  // outlive the switch. Deferred like the rest; the summary is plain words\n  // and answers synchronously.\n  // The record email-state writer (AGL-3245), here as well as in the console\n  // API so the tenant's doors reach it too: a form submission's capture is\n  // checked for deliverability after its response (AGL-3328), and the \"Would\n  // bounce\" that check finds is written through this seam. Deferred like the\n  // rest; the console's own registration replaces this one with the same\n  // writer, loaded eagerly.\n  registerPluginRecordEmailStateWriter(\n    {\n      async stamp(request) {\n        const { createCrmRecordEmailStateWriter, defaultCrmRecordEmailStateDeps } =\n          await import('./server/record-email-state')\n        return createCrmRecordEmailStateWriter(defaultCrmRecordEmailStateDeps()).stamp(request)\n      },\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  registerPluginConsentGroupParticipant(\n    {\n      async preview(request) {\n        const { consentGroupParticipant } = await import('./server/consent-group-participant')\n        return consentGroupParticipant.preview(request)\n      },\n      async run(request) {\n        const { consentGroupParticipant } = await import('./server/consent-group-participant')\n        return consentGroupParticipant.run(request)\n      },\n      summarize: summarizeConsentGroupChange,\n    },\n    { pluginId: BUNDLE_ID },\n  )\n}\n\n"],"names":["registerPluginConsentGroupParticipant","registerPluginContactCaptureWriter","registerPluginLeadConversionListener","registerPluginPersonMatcher","registerPluginRecordEmailStateWriter","BUNDLE_ID","summarizeConsentGroupChange","crmContactCaptureWriter","capture","request","captureContactForCrm","registerCrmServerDeclarations","pluginId","carryLeadCampaignsOnConversion","matchCrmPeople","stamp","createCrmRecordEmailStateWriter","defaultCrmRecordEmailStateDeps","preview","consentGroupParticipant","run","summarize"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,8EAA8E;AAC9E,6EAA6E;AAC7E,SAASA,qCAAqC,QAAQ,0DAAyD;AAC/G,SACEC,kCAAkC,QAE7B,qDAAoD;AAC3D,SAASC,oCAAoC,QAAQ,qDAAoD;AACzG,SAASC,2BAA2B,QAAQ,oDAAmD;AAC/F,SAASC,oCAAoC,QAAQ,wDAAuD;AAC5G,SAASC,SAAS,QAAQ,+BAA2B;AACrD,SAASC,2BAA2B,QAAQ,mCAA+B;AAE3E;;;;;;;;CAQC,GACD,OAAO,MAAMC,0BAAsD;IACjE,MAAMC,SAAQC,OAAO;QACnB,MAAM,EAAEC,oBAAoB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC9C,OAAO,MAAMA,qBAAqBD;IACpC;AACF,EAAC;AAED;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,SAASE;IACdV,mCAAmCM,yBAAyB;QAC1DK,UAAUP;IACZ;IACA,kEAAkE;IAClE,qEAAqE;IACrE,mEAAmE;IACnE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,8DAA8D;IAC9DH,qCACE,OAAOO;QACL,MAAM,EAAEI,8BAA8B,EAAE,GACtC,MAAM,MAAM,CAAC;QACf,OAAOA,+BAA+BJ;IACxC,GACA;QAAEG,UAAUP;IAAU;IAExB,0EAA0E;IAC1E,2EAA2E;IAC3E,uEAAuE;IACvEF,4BACE,OAAOM;QACL,MAAM,EAAEK,cAAc,EAAE,GAAG,MAAM,MAAM,CAAC;QACxC,OAAOA,eAAeL;IACxB,GACA;QAAEG,UAAUP;IAAU;IAExB,oEAAoE;IACpE,2EAA2E;IAC3E,2EAA2E;IAC3E,yEAAyE;IACzE,yEAAyE;IACzE,6BAA6B;IAC7B,2EAA2E;IAC3E,yEAAyE;IACzE,2EAA2E;IAC3E,2EAA2E;IAC3E,uEAAuE;IACvE,0BAA0B;IAC1BD,qCACE;QACE,MAAMW,OAAMN,OAAO;YACjB,MAAM,EAAEO,+BAA+B,EAAEC,8BAA8B,EAAE,GACvE,MAAM,MAAM,CAAC;YACf,OAAOD,gCAAgCC,kCAAkCF,KAAK,CAACN;QACjF;IACF,GACA;QAAEG,UAAUP;IAAU;IAExBL,sCACE;QACE,MAAMkB,SAAQT,OAAO;YACnB,MAAM,EAAEU,uBAAuB,EAAE,GAAG,MAAM,MAAM,CAAC;YACjD,OAAOA,wBAAwBD,OAAO,CAACT;QACzC;QACA,MAAMW,KAAIX,OAAO;YACf,MAAM,EAAEU,uBAAuB,EAAE,GAAG,MAAM,MAAM,CAAC;YACjD,OAAOA,wBAAwBC,GAAG,CAACX;QACrC;QACAY,WAAWf;IACb,GACA;QAAEM,UAAUP;IAAU;AAE1B"}

package/src/lib/model/lead-filters.d.ts

@@ -57,7 +57,7 @@ export declare const LEAD_STATUS_FILTER_OPTIONS: {
 }[];
 /** The choices for Email: every verdict, plus the two aggregates. */
 export declare const LEAD_EMAIL_FILTER_OPTIONS: {
-    value: "none" | "bounced" | "complained" | "ok" | "undeliverable" | "blocked" | "unsubscribed" | "do_not_contact" | "problem";
+    value: "none" | "bounced" | "complained" | "ok" | "blocked" | "undeliverable" | "unsubscribed" | "do_not_contact" | "problem";
     label: string;
 }[];
 /**

package/src/lib/server/contacts-import.js

@@ -62,6 +62,8 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
 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";
+// The leaf, so a spec that stands a partial barrel in still reaches it.
+import { countUndeliverableEmails, findUndeliverableEmails, IMPORT_MAIL_CHECK_GRACE_MS, settleWithin } from "@aglyn/tenant-data-admin/server/capture-email-check";
 import { FieldValue } from "firebase-admin/firestore";
 import { ownerDirectory, readImportRows, resolveImportContext } from "./import-context.js";
 /** The one sentence every imported contact's timeline opens with. */ export const CONTACT_IMPORT_INTERACTION_SUMMARY = 'Imported from CSV';
@@ -196,6 +198,11 @@ import { ownerDirectory, readImportRows, resolveImportContext } from "./import-c
                 row: verdict.row
             });
         });
+        // The addresses' mail servers (AGL-3328), asked while the rows are
+        // written — see the leads import. The check `upsertHostContact` queues
+        // stamps the records; this is the count the result states.
+        const mailServers = findUndeliverableEmails(normalized.map((entry)=>entry.row.email));
+        const imported = [];
         const owners = await ownerDirectory(context.orgId, normalized.map((entry)=>entry.row));
         const ownersUnresolved = new Set();
         const companies = new Map();
@@ -251,10 +258,12 @@ import { ownerDirectory, readImportRows, resolveImportContext } from "./import-c
                 });
                 continue;
             }
+            imported.push(row.email);
             if (verdict.created) created += 1;
             else merged += 1;
         }
-        const result = {
+        const noMailServer = countUndeliverableEmails(imported, await settleWithin(mailServers, IMPORT_MAIL_CHECK_GRACE_MS));
+        const result = _extends({
             received: read.rows.length,
             created,
             merged,
@@ -264,7 +273,9 @@ import { ownerDirectory, readImportRows, resolveImportContext } from "./import-c
             ownersUnresolved: [
                 ...ownersUnresolved
             ]
-        };
+        }, noMailServer !== undefined ? {
+            noMailServer
+        } : {});
         return res.status(200).json(result);
     } catch (error) {
         console.error('crm/contacts-import failed', error);

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/contacts-import.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * `POST /api/crm/contacts-import` — one chunk of a contact file, written\n * (AGL-2602).\n *\n * The browser has already read the file and applied the operator's column\n * mapping; what arrives here is up to {@link CONTACT_IMPORT_CHUNK_SIZE} raw\n * rows in the field vocabulary `crm-import.ts` defines. This route judges\n * each one and writes it, and it is the ONLY place either happens: the\n * drawer shows a preview from the same mapper but stores nothing, so a\n * stale tab cannot store something the server would have refused.\n *\n * ## Every row goes through the door every capture goes through\n *\n * `captureHostContact` — the runtime's wrapper over `upsertHostContact`,\n * the one writer of the contacts collection for every door that is not the\n * v1 API: forms, checkout, bookings, the newsletter box — is the writer\n * here too, so a row this file creates raises `contactCreated` like any\n * other capture (AGL-2605). That is what makes an import\n * dedupe on the address the way a second form submission does, land in the\n * capturing group's facet the way a form capture does, record consent\n * against the capturing site, and stop at a hard band where a form\n * capture stops. A bulk path with its own `add()` would be the fastest way\n * to grow an unscoped, unbanded, unconsented copy of the address book.\n *\n * What the door did not know how to write until now — a phone, a title, a\n * company, an owner, a stage, custom values — it now takes as `facet`, and\n * what it did not say until now — created or merged or refused — it now\n * returns as a verdict. Both changes are the door's, so the v1 API and the\n * manual add can reach them next.\n *\n * ## Two lookups paid once per request, not once per row\n *\n * An owner is named by email in the file and stored by uid on the record,\n * so the org's roster is read once and every row resolves against it. A\n * company is named by name and stored by id, so each distinct name is\n * looked up once, created once when missing, and remembered for the rest\n * of the request — two hundred rows at one company is one read and at most\n * one write, not two hundred of each.\n *\n * ## Who may call it\n *\n * `resolveImportContext` (`import-context.ts`) — the two gates every CSV\n * import route asks, shared with the companies import so one permission\n * has one spelling.\n */\n\nimport {\n  type ContactFieldDefinition,\n  CRM_COLLECTIONS,\n  crmNewRecordListFields,\n  nameSearchFields,\n  type PluginApiHandler,\n  visibleToTokens,\n} from '@aglyn/aglyn/server'\nimport {\n  CONTACT_IMPORT_CHUNK_SIZE,\n  CONTACT_IMPORT_MAX_BODY_BYTES,\n  type ContactImportChunkResult,\n  type ContactImportRawRow,\n  type ContactImportRow,\n  type ContactImportSkippedRow,\n  normalizeContactImportRow,\n} from '../model/crm-import'\nimport { crmRecordsQuotaForOrg, firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport { captureHostContact } from '@aglyn/tenant-runtime'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport {\n  type ImportContext,\n  ownerDirectory,\n  readImportRows,\n  resolveImportContext,\n} from './import-context'\n\n/** The one sentence every imported contact's timeline opens with. */\nexport const CONTACT_IMPORT_INTERACTION_SUMMARY = 'Imported from CSV'\n\n/**\n * The holder's live custom-field definitions.\n *\n * Read in full and filtered in memory: a holder has a handful of fields,\n * and a `where` on `retiredAt` would need an index for a collection that\n * fits in one page. Definitions the caller's scope cannot see are left out\n * for the same reason a value under an undefined key is — a value written\n * under a field the holder's own form will never show is a value nobody\n * can edit.\n */\nasync function loadFieldDefinitions(\n  orgId: string,\n  readTokens: readonly string[],\n): Promise<ContactFieldDefinition[]> {\n  const snapshot = await firebaseAdmin\n    .app()\n    .firestore()\n    .collection('orgs')\n    .doc(orgId)\n    .collection(CRM_COLLECTIONS.contactFields)\n    .limit(200)\n    .get()\n  return snapshot.docs\n    .map((doc) => doc.data() as ContactFieldDefinition)\n    .filter(\n      (field) =>\n        !!field.key &&\n        !field.retiredAt &&\n        visibleToTokens(field.visibleTo, readTokens),\n    )\n}\n\n/** A company an import row named, as the CRM stores it. */\ninterface ImportCompany {\n  id: string\n  name: string\n}\n\n/**\n * The company a name refers to in this scope, created when there is none.\n *\n * Looked up by `nameLower`, the search twin `nameSearchFields` writes on\n * every company, and narrowed in memory to the ones the caller's scope can\n * see — two clients of one agency may each have an \"Acme\" and must each get\n * their own. Created with the same scope stamp every CRM creator uses, so\n * the company lands exactly where a contact captured on this site would.\n */\nasync function resolveCompany(\n  context: Extract<ImportContext, { ok: true }>,\n  name: string,\n  cache: Map<string, ImportCompany>,\n  tally: { created: number },\n): Promise<ImportCompany | null> {\n  const fields = nameSearchFields(name)\n  const cached = cache.get(fields.nameLower)\n  if (cached) return cached\n  const orgRef = firebaseAdmin\n    .app()\n    .firestore()\n    .collection('orgs')\n    .doc(context.orgId)\n  const companies = orgRef.collection(CRM_COLLECTIONS.companies)\n  const matches = await companies\n    .where('nameLower', '==', fields.nameLower)\n    .limit(10)\n    .get()\n  const seen = matches.docs.find((doc) =>\n    visibleToTokens(doc.get('visibleTo'), context.readTokens),\n  )\n  if (seen) {\n    // The name as the record spells it, not as this row typed it, so the\n    // contact's facet reads the same as the company page.\n    const found = { id: seen.id, name: String(seen.get('name') ?? name) }\n    cache.set(fields.nameLower, found)\n    return found\n  }\n  /*\n   * THE RECORDS BAND (AGL-2611). A company is a record of the same band\n   * the contact behind this row will meet at its own door, so on an org\n   * at a full hard band the row gets no company rather than a company it\n   * was not allowed to hold. Nothing is reported here: the contact is\n   * refused `audience-band` a few lines on and the row is listed skipped,\n   * which is the one message the operator needs. A plan with an overage\n   * rate never reaches this branch — a rate is what makes the band meter\n   * instead of refuse.\n   */\n  const room = await crmRecordsQuotaForOrg(context.org as never, orgRef)\n  if (!room.allowed) return null\n  const created = await companies.add({\n    ...fields,\n    hostId: context.hostId,\n    visibleTo: context.scopeTokens,\n    createdByUid: context.uid,\n    createdAt: FieldValue.serverTimestamp(),\n    updatedAt: FieldValue.serverTimestamp(),\n    // What the Companies list searches and filters by (AGL-3321).\n    ...crmNewRecordListFields('companies', { ...fields, visibleTo: context.scopeTokens }),\n  })\n  tally.created += 1\n  const made = { id: created.id, name }\n  cache.set(fields.nameLower, made)\n  return made\n}\n\n/**\n * `POST crm/contacts-import` — `{ hostId, rows }` → a {@link ContactImportChunkResult}.\n *\n * Rows are written one after another rather than in parallel, because the\n * door's create path counts the collection before it adds: two hundred\n * creates racing one another would each count the same audience and each\n * pass a band the last of them should have hit.\n */\nexport const crmContactsImportHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    return res.status(405).json({ error: 'Method not allowed' })\n  }\n  const read = readImportRows<ContactImportRawRow>(req, {\n    maxBodyBytes: CONTACT_IMPORT_MAX_BODY_BYTES,\n    chunkSize: CONTACT_IMPORT_CHUNK_SIZE,\n  })\n  if ('error' in read) return res.status(read.status).json({ error: read.error })\n  try {\n    const context = await resolveImportContext(req)\n    if (context.ok === false) return res.status(context.status).json(context.body)\n\n    const fields = await loadFieldDefinitions(context.orgId, context.readTokens)\n    const skipped: ContactImportSkippedRow[] = []\n    const dropped: Record<string, number> = {}\n    const normalized: { index: number; row: ContactImportRow }[] = []\n    /*\n     * A duplicate WITHIN the request is skipped rather than merged: the\n     * second row would merge onto the first's record and the count would\n     * read one created and one merged for one person in one file, which is\n     * a number the operator cannot reconcile against the rows they sent.\n     * Across requests the door's own dedupe answers, and reports a merge.\n     */\n    const seen = new Set<string>()\n    read.rows.forEach((raw, index) => {\n      const verdict = normalizeContactImportRow(raw, fields)\n      if (verdict.ok === false) {\n        skipped.push({ index, email: verdict.input, reason: verdict.reason })\n        return\n      }\n      if (seen.has(verdict.row.email)) {\n        skipped.push({ index, email: verdict.row.email, reason: 'duplicate' })\n        return\n      }\n      seen.add(verdict.row.email)\n      for (const entry of verdict.row.dropped) {\n        dropped[entry.field] = (dropped[entry.field] ?? 0) + 1\n      }\n      normalized.push({ index, row: verdict.row })\n    })\n\n    const owners = await ownerDirectory(\n      context.orgId,\n      normalized.map((entry) => entry.row),\n    )\n    const ownersUnresolved = new Set<string>()\n    const companies = new Map<string, ImportCompany>()\n    const companyTally = { created: 0 }\n    let created = 0\n    let merged = 0\n\n    for (const { index, row } of normalized) {\n      let ownerUid: string | undefined\n      if (row.ownerEmail) {\n        ownerUid = owners.get(row.ownerEmail)\n        if (!ownerUid) ownersUnresolved.add(row.ownerEmail)\n      }\n      const company = row.companyName\n        ? await resolveCompany(context, row.companyName, companies, companyTally)\n        : null\n      const verdict = await captureHostContact({\n        hostId: context.hostId,\n        email: row.email,\n        ...(row.name ? { name: row.name } : {}),\n        source: 'import',\n        interaction: { summary: CONTACT_IMPORT_INTERACTION_SUMMARY },\n        marketingConsent: row.marketingConsent,\n        tags: row.tags,\n        facet: {\n          ...(row.phone ? { phone: row.phone } : {}),\n          ...(row.jobTitle ? { jobTitle: row.jobTitle } : {}),\n          // The link AND the name: the merge fields read the facet's\n          // `companyName`, and a link written alone renders as nothing.\n          ...(company ? { companyId: company.id, companyName: company.name } : {}),\n          ...(row.address ? { address: row.address } : {}),\n          ...(ownerUid ? { ownerUid } : {}),\n          ...(row.lifecycleStage ? { lifecycleStage: row.lifecycleStage } : {}),\n          ...(Object.keys(row.custom).length ? { custom: row.custom } : {}),\n        },\n        // An import is the merchant's own act and files nobody under a\n        // campaign; the picker on the profile is where that happens.\n        campaignIds: [],\n      })\n      if ('refused' in verdict) {\n        skipped.push({\n          index,\n          email: row.email,\n          reason:\n            verdict.refused === 'band'\n              ? 'audience-band'\n              : verdict.refused === 'invalid-email'\n                ? 'invalid-email'\n                : verdict.refused === 'erased'\n                  ? 'erased'\n                  : 'write-failed',\n        })\n        continue\n      }\n      if (verdict.created) created += 1\n      else merged += 1\n    }\n\n    const result: ContactImportChunkResult = {\n      received: read.rows.length,\n      created,\n      merged,\n      skipped: skipped.sort((a, b) => a.index - b.index),\n      dropped,\n      companiesCreated: companyTally.created,\n      ownersUnresolved: [...ownersUnresolved],\n    }\n    return res.status(200).json(result)\n  } catch (error) {\n    console.error('crm/contacts-import failed', error)\n    return res.status(500).json({ error: 'The import could not continue.' })\n  }\n}\n"],"names":["CRM_COLLECTIONS","crmNewRecordListFields","nameSearchFields","visibleToTokens","CONTACT_IMPORT_CHUNK_SIZE","CONTACT_IMPORT_MAX_BODY_BYTES","normalizeContactImportRow","crmRecordsQuotaForOrg","firebaseAdmin","captureHostContact","FieldValue","ownerDirectory","readImportRows","resolveImportContext","CONTACT_IMPORT_INTERACTION_SUMMARY","loadFieldDefinitions","orgId","readTokens","snapshot","app","firestore","collection","doc","contactFields","limit","get","docs","map","data","filter","field","key","retiredAt","visibleTo","resolveCompany","context","name","cache","tally","fields","cached","nameLower","orgRef","companies","matches","where","seen","find","found","id","String","set","room","org","allowed","created","add","hostId","scopeTokens","createdByUid","uid","createdAt","serverTimestamp","updatedAt","made","crmContactsImportHandler","req","res","method","setHeader","status","json","error","read","maxBodyBytes","chunkSize","ok","body","skipped","dropped","normalized","Set","rows","forEach","raw","index","verdict","push","email","input","reason","has","row","entry","owners","ownersUnresolved","Map","companyTally","merged","ownerUid","ownerEmail","company","companyName","source","interaction","summary","marketingConsent","tags","facet","phone","jobTitle","companyId","address","lifecycleStage","Object","keys","custom","length","campaignIds","refused","result","received","sort","a","b","companiesCreated","console"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA4CC,GAED,SAEEA,eAAe,EACfC,sBAAsB,EACtBC,gBAAgB,EAEhBC,eAAe,QACV,sBAAqB;AAC5B,SACEC,yBAAyB,EACzBC,6BAA6B,EAK7BC,yBAAyB,QACpB,yBAAqB;AAC5B,SAASC,qBAAqB,EAAEC,aAAa,QAAQ,2BAA0B;AAC/E,SAASC,kBAAkB,QAAQ,wBAAuB;AAC1D,SAASC,UAAU,QAAQ,2BAA0B;AACrD,SAEEC,cAAc,EACdC,cAAc,EACdC,oBAAoB,QACf,sBAAkB;AAEzB,mEAAmE,GACnE,OAAO,MAAMC,qCAAqC,oBAAmB;AAErE;;;;;;;;;CASC,GACD,eAAeC,qBACbC,KAAa,EACbC,UAA6B;IAE7B,MAAMC,WAAW,MAAMV,cACpBW,GAAG,GACHC,SAAS,GACTC,UAAU,CAAC,QACXC,GAAG,CAACN,OACJK,UAAU,CAACrB,gBAAgBuB,aAAa,EACxCC,KAAK,CAAC,KACNC,GAAG;IACN,OAAOP,SAASQ,IAAI,CACjBC,GAAG,CAAC,CAACL,MAAQA,IAAIM,IAAI,IACrBC,MAAM,CACL,CAACC,QACC,CAAC,CAACA,MAAMC,GAAG,IACX,CAACD,MAAME,SAAS,IAChB7B,gBAAgB2B,MAAMG,SAAS,EAAEhB;AAEzC;AAQA;;;;;;;;CAQC,GACD,eAAeiB,eACbC,OAA6C,EAC7CC,IAAY,EACZC,KAAiC,EACjCC,KAA0B;IAE1B,MAAMC,SAASrC,iBAAiBkC;IAChC,MAAMI,SAASH,MAAMZ,GAAG,CAACc,OAAOE,SAAS;IACzC,IAAID,QAAQ,OAAOA;IACnB,MAAME,SAASlC,cACZW,GAAG,GACHC,SAAS,GACTC,UAAU,CAAC,QACXC,GAAG,CAACa,QAAQnB,KAAK;IACpB,MAAM2B,YAAYD,OAAOrB,UAAU,CAACrB,gBAAgB2C,SAAS;IAC7D,MAAMC,UAAU,MAAMD,UACnBE,KAAK,CAAC,aAAa,MAAMN,OAAOE,SAAS,EACzCjB,KAAK,CAAC,IACNC,GAAG;IACN,MAAMqB,OAAOF,QAAQlB,IAAI,CAACqB,IAAI,CAAC,CAACzB,MAC9BnB,gBAAgBmB,IAAIG,GAAG,CAAC,cAAcU,QAAQlB,UAAU;IAE1D,IAAI6B,MAAM;YAGkCA;QAF1C,qEAAqE;QACrE,sDAAsD;QACtD,MAAME,QAAQ;YAAEC,IAAIH,KAAKG,EAAE;YAAEb,MAAMc,QAAOJ,YAAAA,KAAKrB,GAAG,CAAC,mBAATqB,YAAoBV;QAAM;QACpEC,MAAMc,GAAG,CAACZ,OAAOE,SAAS,EAAEO;QAC5B,OAAOA;IACT;IACA;;;;;;;;;GASC,GACD,MAAMI,OAAO,MAAM7C,sBAAsB4B,QAAQkB,GAAG,EAAWX;IAC/D,IAAI,CAACU,KAAKE,OAAO,EAAE,OAAO;IAC1B,MAAMC,UAAU,MAAMZ,UAAUa,GAAG,CAAC,aAC/BjB;QACHkB,QAAQtB,QAAQsB,MAAM;QACtBxB,WAAWE,QAAQuB,WAAW;QAC9BC,cAAcxB,QAAQyB,GAAG;QACzBC,WAAWnD,WAAWoD,eAAe;QACrCC,WAAWrD,WAAWoD,eAAe;OAElC7D,uBAAuB,aAAa,aAAKsC;QAAQN,WAAWE,QAAQuB,WAAW;;IAEpFpB,MAAMiB,OAAO,IAAI;IACjB,MAAMS,OAAO;QAAEf,IAAIM,QAAQN,EAAE;QAAEb;IAAK;IACpCC,MAAMc,GAAG,CAACZ,OAAOE,SAAS,EAAEuB;IAC5B,OAAOA;AACT;AAEA;;;;;;;CAOC,GACD,OAAO,MAAMC,2BAA6C,OAAOC,KAAKC;IACpE,IAAID,IAAIE,MAAM,KAAK,QAAQ;QACzBD,IAAIE,SAAS,CAAC,SAAS;QACvB,OAAOF,IAAIG,MAAM,CAAC,KAAKC,IAAI,CAAC;YAAEC,OAAO;QAAqB;IAC5D;IACA,MAAMC,OAAO7D,eAAoCsD,KAAK;QACpDQ,cAAcrE;QACdsE,WAAWvE;IACb;IACA,IAAI,WAAWqE,MAAM,OAAON,IAAIG,MAAM,CAACG,KAAKH,MAAM,EAAEC,IAAI,CAAC;QAAEC,OAAOC,KAAKD,KAAK;IAAC;IAC7E,IAAI;QACF,MAAMrC,UAAU,MAAMtB,qBAAqBqD;QAC3C,IAAI/B,QAAQyC,EAAE,KAAK,OAAO,OAAOT,IAAIG,MAAM,CAACnC,QAAQmC,MAAM,EAAEC,IAAI,CAACpC,QAAQ0C,IAAI;QAE7E,MAAMtC,SAAS,MAAMxB,qBAAqBoB,QAAQnB,KAAK,EAAEmB,QAAQlB,UAAU;QAC3E,MAAM6D,UAAqC,EAAE;QAC7C,MAAMC,UAAkC,CAAC;QACzC,MAAMC,aAAyD,EAAE;QACjE;;;;;;KAMC,GACD,MAAMlC,OAAO,IAAImC;QACjBR,KAAKS,IAAI,CAACC,OAAO,CAAC,CAACC,KAAKC;YACtB,MAAMC,UAAUhF,0BAA0B8E,KAAK7C;YAC/C,IAAI+C,QAAQV,EAAE,KAAK,OAAO;gBACxBE,QAAQS,IAAI,CAAC;oBAAEF;oBAAOG,OAAOF,QAAQG,KAAK;oBAAEC,QAAQJ,QAAQI,MAAM;gBAAC;gBACnE;YACF;YACA,IAAI5C,KAAK6C,GAAG,CAACL,QAAQM,GAAG,CAACJ,KAAK,GAAG;gBAC/BV,QAAQS,IAAI,CAAC;oBAAEF;oBAAOG,OAAOF,QAAQM,GAAG,CAACJ,KAAK;oBAAEE,QAAQ;gBAAY;gBACpE;YACF;YACA5C,KAAKU,GAAG,CAAC8B,QAAQM,GAAG,CAACJ,KAAK;YAC1B,KAAK,MAAMK,SAASP,QAAQM,GAAG,CAACb,OAAO,CAAE;oBACfA;gBAAxBA,OAAO,CAACc,MAAM/D,KAAK,CAAC,GAAG,EAACiD,uBAAAA,OAAO,CAACc,MAAM/D,KAAK,CAAC,YAApBiD,uBAAwB,KAAK;YACvD;YACAC,WAAWO,IAAI,CAAC;gBAAEF;gBAAOO,KAAKN,QAAQM,GAAG;YAAC;QAC5C;QAEA,MAAME,SAAS,MAAMnF,eACnBwB,QAAQnB,KAAK,EACbgE,WAAWrD,GAAG,CAAC,CAACkE,QAAUA,MAAMD,GAAG;QAErC,MAAMG,mBAAmB,IAAId;QAC7B,MAAMtC,YAAY,IAAIqD;QACtB,MAAMC,eAAe;YAAE1C,SAAS;QAAE;QAClC,IAAIA,UAAU;QACd,IAAI2C,SAAS;QAEb,KAAK,MAAM,EAAEb,KAAK,EAAEO,GAAG,EAAE,IAAIZ,WAAY;YACvC,I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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/contacts-import.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * `POST /api/crm/contacts-import` — one chunk of a contact file, written\n * (AGL-2602).\n *\n * The browser has already read the file and applied the operator's column\n * mapping; what arrives here is up to {@link CONTACT_IMPORT_CHUNK_SIZE} raw\n * rows in the field vocabulary `crm-import.ts` defines. This route judges\n * each one and writes it, and it is the ONLY place either happens: the\n * drawer shows a preview from the same mapper but stores nothing, so a\n * stale tab cannot store something the server would have refused.\n *\n * ## Every row goes through the door every capture goes through\n *\n * `captureHostContact` — the runtime's wrapper over `upsertHostContact`,\n * the one writer of the contacts collection for every door that is not the\n * v1 API: forms, checkout, bookings, the newsletter box — is the writer\n * here too, so a row this file creates raises `contactCreated` like any\n * other capture (AGL-2605). That is what makes an import\n * dedupe on the address the way a second form submission does, land in the\n * capturing group's facet the way a form capture does, record consent\n * against the capturing site, and stop at a hard band where a form\n * capture stops. A bulk path with its own `add()` would be the fastest way\n * to grow an unscoped, unbanded, unconsented copy of the address book.\n *\n * What the door did not know how to write until now — a phone, a title, a\n * company, an owner, a stage, custom values — it now takes as `facet`, and\n * what it did not say until now — created or merged or refused — it now\n * returns as a verdict. Both changes are the door's, so the v1 API and the\n * manual add can reach them next.\n *\n * ## Two lookups paid once per request, not once per row\n *\n * An owner is named by email in the file and stored by uid on the record,\n * so the org's roster is read once and every row resolves against it. A\n * company is named by name and stored by id, so each distinct name is\n * looked up once, created once when missing, and remembered for the rest\n * of the request — two hundred rows at one company is one read and at most\n * one write, not two hundred of each.\n *\n * ## Who may call it\n *\n * `resolveImportContext` (`import-context.ts`) — the two gates every CSV\n * import route asks, shared with the companies import so one permission\n * has one spelling.\n */\n\nimport {\n  type ContactFieldDefinition,\n  CRM_COLLECTIONS,\n  crmNewRecordListFields,\n  nameSearchFields,\n  type PluginApiHandler,\n  visibleToTokens,\n} from '@aglyn/aglyn/server'\nimport {\n  CONTACT_IMPORT_CHUNK_SIZE,\n  CONTACT_IMPORT_MAX_BODY_BYTES,\n  type ContactImportChunkResult,\n  type ContactImportRawRow,\n  type ContactImportRow,\n  type ContactImportSkippedRow,\n  normalizeContactImportRow,\n} from '../model/crm-import'\nimport { crmRecordsQuotaForOrg, firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport { captureHostContact } from '@aglyn/tenant-runtime'\n// The leaf, so a spec that stands a partial barrel in still reaches it.\nimport {\n  countUndeliverableEmails,\n  findUndeliverableEmails,\n  IMPORT_MAIL_CHECK_GRACE_MS,\n  settleWithin,\n} from '@aglyn/tenant-data-admin/server/capture-email-check'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport {\n  type ImportContext,\n  ownerDirectory,\n  readImportRows,\n  resolveImportContext,\n} from './import-context'\n\n/** The one sentence every imported contact's timeline opens with. */\nexport const CONTACT_IMPORT_INTERACTION_SUMMARY = 'Imported from CSV'\n\n/**\n * The holder's live custom-field definitions.\n *\n * Read in full and filtered in memory: a holder has a handful of fields,\n * and a `where` on `retiredAt` would need an index for a collection that\n * fits in one page. Definitions the caller's scope cannot see are left out\n * for the same reason a value under an undefined key is — a value written\n * under a field the holder's own form will never show is a value nobody\n * can edit.\n */\nasync function loadFieldDefinitions(\n  orgId: string,\n  readTokens: readonly string[],\n): Promise<ContactFieldDefinition[]> {\n  const snapshot = await firebaseAdmin\n    .app()\n    .firestore()\n    .collection('orgs')\n    .doc(orgId)\n    .collection(CRM_COLLECTIONS.contactFields)\n    .limit(200)\n    .get()\n  return snapshot.docs\n    .map((doc) => doc.data() as ContactFieldDefinition)\n    .filter(\n      (field) =>\n        !!field.key &&\n        !field.retiredAt &&\n        visibleToTokens(field.visibleTo, readTokens),\n    )\n}\n\n/** A company an import row named, as the CRM stores it. */\ninterface ImportCompany {\n  id: string\n  name: string\n}\n\n/**\n * The company a name refers to in this scope, created when there is none.\n *\n * Looked up by `nameLower`, the search twin `nameSearchFields` writes on\n * every company, and narrowed in memory to the ones the caller's scope can\n * see — two clients of one agency may each have an \"Acme\" and must each get\n * their own. Created with the same scope stamp every CRM creator uses, so\n * the company lands exactly where a contact captured on this site would.\n */\nasync function resolveCompany(\n  context: Extract<ImportContext, { ok: true }>,\n  name: string,\n  cache: Map<string, ImportCompany>,\n  tally: { created: number },\n): Promise<ImportCompany | null> {\n  const fields = nameSearchFields(name)\n  const cached = cache.get(fields.nameLower)\n  if (cached) return cached\n  const orgRef = firebaseAdmin\n    .app()\n    .firestore()\n    .collection('orgs')\n    .doc(context.orgId)\n  const companies = orgRef.collection(CRM_COLLECTIONS.companies)\n  const matches = await companies\n    .where('nameLower', '==', fields.nameLower)\n    .limit(10)\n    .get()\n  const seen = matches.docs.find((doc) =>\n    visibleToTokens(doc.get('visibleTo'), context.readTokens),\n  )\n  if (seen) {\n    // The name as the record spells it, not as this row typed it, so the\n    // contact's facet reads the same as the company page.\n    const found = { id: seen.id, name: String(seen.get('name') ?? name) }\n    cache.set(fields.nameLower, found)\n    return found\n  }\n  /*\n   * THE RECORDS BAND (AGL-2611). A company is a record of the same band\n   * the contact behind this row will meet at its own door, so on an org\n   * at a full hard band the row gets no company rather than a company it\n   * was not allowed to hold. Nothing is reported here: the contact is\n   * refused `audience-band` a few lines on and the row is listed skipped,\n   * which is the one message the operator needs. A plan with an overage\n   * rate never reaches this branch — a rate is what makes the band meter\n   * instead of refuse.\n   */\n  const room = await crmRecordsQuotaForOrg(context.org as never, orgRef)\n  if (!room.allowed) return null\n  const created = await companies.add({\n    ...fields,\n    hostId: context.hostId,\n    visibleTo: context.scopeTokens,\n    createdByUid: context.uid,\n    createdAt: FieldValue.serverTimestamp(),\n    updatedAt: FieldValue.serverTimestamp(),\n    // What the Companies list searches and filters by (AGL-3321).\n    ...crmNewRecordListFields('companies', { ...fields, visibleTo: context.scopeTokens }),\n  })\n  tally.created += 1\n  const made = { id: created.id, name }\n  cache.set(fields.nameLower, made)\n  return made\n}\n\n/**\n * `POST crm/contacts-import` — `{ hostId, rows }` → a {@link ContactImportChunkResult}.\n *\n * Rows are written one after another rather than in parallel, because the\n * door's create path counts the collection before it adds: two hundred\n * creates racing one another would each count the same audience and each\n * pass a band the last of them should have hit.\n */\nexport const crmContactsImportHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    return res.status(405).json({ error: 'Method not allowed' })\n  }\n  const read = readImportRows<ContactImportRawRow>(req, {\n    maxBodyBytes: CONTACT_IMPORT_MAX_BODY_BYTES,\n    chunkSize: CONTACT_IMPORT_CHUNK_SIZE,\n  })\n  if ('error' in read) return res.status(read.status).json({ error: read.error })\n  try {\n    const context = await resolveImportContext(req)\n    if (context.ok === false) return res.status(context.status).json(context.body)\n\n    const fields = await loadFieldDefinitions(context.orgId, context.readTokens)\n    const skipped: ContactImportSkippedRow[] = []\n    const dropped: Record<string, number> = {}\n    const normalized: { index: number; row: ContactImportRow }[] = []\n    /*\n     * A duplicate WITHIN the request is skipped rather than merged: the\n     * second row would merge onto the first's record and the count would\n     * read one created and one merged for one person in one file, which is\n     * a number the operator cannot reconcile against the rows they sent.\n     * Across requests the door's own dedupe answers, and reports a merge.\n     */\n    const seen = new Set<string>()\n    read.rows.forEach((raw, index) => {\n      const verdict = normalizeContactImportRow(raw, fields)\n      if (verdict.ok === false) {\n        skipped.push({ index, email: verdict.input, reason: verdict.reason })\n        return\n      }\n      if (seen.has(verdict.row.email)) {\n        skipped.push({ index, email: verdict.row.email, reason: 'duplicate' })\n        return\n      }\n      seen.add(verdict.row.email)\n      for (const entry of verdict.row.dropped) {\n        dropped[entry.field] = (dropped[entry.field] ?? 0) + 1\n      }\n      normalized.push({ index, row: verdict.row })\n    })\n\n    // The addresses' mail servers (AGL-3328), asked while the rows are\n    // written — see the leads import. The check `upsertHostContact` queues\n    // stamps the records; this is the count the result states.\n    const mailServers = findUndeliverableEmails(normalized.map((entry) => entry.row.email))\n    const imported: string[] = []\n    const owners = await ownerDirectory(\n      context.orgId,\n      normalized.map((entry) => entry.row),\n    )\n    const ownersUnresolved = new Set<string>()\n    const companies = new Map<string, ImportCompany>()\n    const companyTally = { created: 0 }\n    let created = 0\n    let merged = 0\n\n    for (const { index, row } of normalized) {\n      let ownerUid: string | undefined\n      if (row.ownerEmail) {\n        ownerUid = owners.get(row.ownerEmail)\n        if (!ownerUid) ownersUnresolved.add(row.ownerEmail)\n      }\n      const company = row.companyName\n        ? await resolveCompany(context, row.companyName, companies, companyTally)\n        : null\n      const verdict = await captureHostContact({\n        hostId: context.hostId,\n        email: row.email,\n        ...(row.name ? { name: row.name } : {}),\n        source: 'import',\n        interaction: { summary: CONTACT_IMPORT_INTERACTION_SUMMARY },\n        marketingConsent: row.marketingConsent,\n        tags: row.tags,\n        facet: {\n          ...(row.phone ? { phone: row.phone } : {}),\n          ...(row.jobTitle ? { jobTitle: row.jobTitle } : {}),\n          // The link AND the name: the merge fields read the facet's\n          // `companyName`, and a link written alone renders as nothing.\n          ...(company ? { companyId: company.id, companyName: company.name } : {}),\n          ...(row.address ? { address: row.address } : {}),\n          ...(ownerUid ? { ownerUid } : {}),\n          ...(row.lifecycleStage ? { lifecycleStage: row.lifecycleStage } : {}),\n          ...(Object.keys(row.custom).length ? { custom: row.custom } : {}),\n        },\n        // An import is the merchant's own act and files nobody under a\n        // campaign; the picker on the profile is where that happens.\n        campaignIds: [],\n      })\n      if ('refused' in verdict) {\n        skipped.push({\n          index,\n          email: row.email,\n          reason:\n            verdict.refused === 'band'\n              ? 'audience-band'\n              : verdict.refused === 'invalid-email'\n                ? 'invalid-email'\n                : verdict.refused === 'erased'\n                  ? 'erased'\n                  : 'write-failed',\n        })\n        continue\n      }\n      imported.push(row.email)\n      if (verdict.created) created += 1\n      else merged += 1\n    }\n    const noMailServer = countUndeliverableEmails(\n      imported,\n      await settleWithin(mailServers, IMPORT_MAIL_CHECK_GRACE_MS),\n    )\n\n    const result: ContactImportChunkResult = {\n      received: read.rows.length,\n      created,\n      merged,\n      skipped: skipped.sort((a, b) => a.index - b.index),\n      dropped,\n      companiesCreated: companyTally.created,\n      ownersUnresolved: [...ownersUnresolved],\n      ...(noMailServer !== undefined ? { noMailServer } : {}),\n    }\n    return res.status(200).json(result)\n  } catch (error) {\n    console.error('crm/contacts-import failed', error)\n    return res.status(500).json({ error: 'The import could not continue.' })\n  }\n}\n"],"names":["CRM_COLLECTIONS","crmNewRecordListFields","nameSearchFields","visibleToTokens","CONTACT_IMPORT_CHUNK_SIZE","CONTACT_IMPORT_MAX_BODY_BYTES","normalizeContactImportRow","crmRecordsQuotaForOrg","firebaseAdmin","captureHostContact","countUndeliverableEmails","findUndeliverableEmails","IMPORT_MAIL_CHECK_GRACE_MS","settleWithin","FieldValue","ownerDirectory","readImportRows","resolveImportContext","CONTACT_IMPORT_INTERACTION_SUMMARY","loadFieldDefinitions","orgId","readTokens","snapshot","app","firestore","collection","doc","contactFields","limit","get","docs","map","data","filter","field","key","retiredAt","visibleTo","resolveCompany","context","name","cache","tally","fields","cached","nameLower","orgRef","companies","matches","where","seen","find","found","id","String","set","room","org","allowed","created","add","hostId","scopeTokens","createdByUid","uid","createdAt","serverTimestamp","updatedAt","made","crmContactsImportHandler","req","res","method","setHeader","status","json","error","read","maxBodyBytes","chunkSize","ok","body","skipped","dropped","normalized","Set","rows","forEach","raw","index","verdict","push","email","input","reason","has","row","entry","mailServers","imported","owners","ownersUnresolved","Map","companyTally","merged","ownerUid","ownerEmail","company","companyName","source","interaction","summary","marketingConsent","tags","facet","phone","jobTitle","companyId","address","lifecycleStage","Object","keys","custom","length","campaignIds","refused","noMailServer","result","received","sort","a","b","companiesCreated","undefined","console"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA4CC,GAED,SAEEA,eAAe,EACfC,sBAAsB,EACtBC,gBAAgB,EAEhBC,eAAe,QACV,sBAAqB;AAC5B,SACEC,yBAAyB,EACzBC,6BAA6B,EAK7BC,yBAAyB,QACpB,yBAAqB;AAC5B,SAASC,qBAAqB,EAAEC,aAAa,QAAQ,2BAA0B;AAC/E,SAASC,kBAAkB,QAAQ,wBAAuB;AAC1D,wEAAwE;AACxE,SACEC,wBAAwB,EACxBC,uBAAuB,EACvBC,0BAA0B,EAC1BC,YAAY,QACP,sDAAqD;AAC5D,SAASC,UAAU,QAAQ,2BAA0B;AACrD,SAEEC,cAAc,EACdC,cAAc,EACdC,oBAAoB,QACf,sBAAkB;AAEzB,mEAAmE,GACnE,OAAO,MAAMC,qCAAqC,oBAAmB;AAErE;;;;;;;;;CASC,GACD,eAAeC,qBACbC,KAAa,EACbC,UAA6B;IAE7B,MAAMC,WAAW,MAAMd,cACpBe,GAAG,GACHC,SAAS,GACTC,UAAU,CAAC,QACXC,GAAG,CAACN,OACJK,UAAU,CAACzB,gBAAgB2B,aAAa,EACxCC,KAAK,CAAC,KACNC,GAAG;IACN,OAAOP,SAASQ,IAAI,CACjBC,GAAG,CAAC,CAACL,MAAQA,IAAIM,IAAI,IACrBC,MAAM,CACL,CAACC,QACC,CAAC,CAACA,MAAMC,GAAG,IACX,CAACD,MAAME,SAAS,IAChBjC,gBAAgB+B,MAAMG,SAAS,EAAEhB;AAEzC;AAQA;;;;;;;;CAQC,GACD,eAAeiB,eACbC,OAA6C,EAC7CC,IAAY,EACZC,KAAiC,EACjCC,KAA0B;IAE1B,MAAMC,SAASzC,iBAAiBsC;IAChC,MAAMI,SAASH,MAAMZ,GAAG,CAACc,OAAOE,SAAS;IACzC,IAAID,QAAQ,OAAOA;IACnB,MAAME,SAAStC,cACZe,GAAG,GACHC,SAAS,GACTC,UAAU,CAAC,QACXC,GAAG,CAACa,QAAQnB,KAAK;IACpB,MAAM2B,YAAYD,OAAOrB,UAAU,CAACzB,gBAAgB+C,SAAS;IAC7D,MAAMC,UAAU,MAAMD,UACnBE,KAAK,CAAC,aAAa,MAAMN,OAAOE,SAAS,EACzCjB,KAAK,CAAC,IACNC,GAAG;IACN,MAAMqB,OAAOF,QAAQlB,IAAI,CAACqB,IAAI,CAAC,CAACzB,MAC9BvB,gBAAgBuB,IAAIG,GAAG,CAAC,cAAcU,QAAQlB,UAAU;IAE1D,IAAI6B,MAAM;YAGkCA;QAF1C,qEAAqE;QACrE,sDAAsD;QACtD,MAAME,QAAQ;YAAEC,IAAIH,KAAKG,EAAE;YAAEb,MAAMc,QAAOJ,YAAAA,KAAKrB,GAAG,CAAC,mBAATqB,YAAoBV;QAAM;QACpEC,MAAMc,GAAG,CAACZ,OAAOE,SAAS,EAAEO;QAC5B,OAAOA;IACT;IACA;;;;;;;;;GASC,GACD,MAAMI,OAAO,MAAMjD,sBAAsBgC,QAAQkB,GAAG,EAAWX;IAC/D,IAAI,CAACU,KAAKE,OAAO,EAAE,OAAO;IAC1B,MAAMC,UAAU,MAAMZ,UAAUa,GAAG,CAAC,aAC/BjB;QACHkB,QAAQtB,QAAQsB,MAAM;QACtBxB,WAAWE,QAAQuB,WAAW;QAC9BC,cAAcxB,QAAQyB,GAAG;QACzBC,WAAWnD,WAAWoD,eAAe;QACrCC,WAAWrD,WAAWoD,eAAe;OAElCjE,uBAAuB,aAAa,aAAK0C;QAAQN,WAAWE,QAAQuB,WAAW;;IAEpFpB,MAAMiB,OAAO,IAAI;IACjB,MAAMS,OAAO;QAAEf,IAAIM,QAAQN,EAAE;QAAEb;IAAK;IACpCC,MAAMc,GAAG,CAACZ,OAAOE,SAAS,EAAEuB;IAC5B,OAAOA;AACT;AAEA;;;;;;;CAOC,GACD,OAAO,MAAMC,2BAA6C,OAAOC,KAAKC;IACpE,IAAID,IAAIE,MAAM,KAAK,QAAQ;QACzBD,IAAIE,SAAS,CAAC,SAAS;QACvB,OAAOF,IAAIG,MAAM,CAAC,KAAKC,IAAI,CAAC;YAAEC,OAAO;QAAqB;IAC5D;IACA,MAAMC,OAAO7D,eAAoCsD,KAAK;QACpDQ,cAAczE;QACd0E,WAAW3E;IACb;IACA,IAAI,WAAWyE,MAAM,OAAON,IAAIG,MAAM,CAACG,KAAKH,MAAM,EAAEC,IAAI,CAAC;QAAEC,OAAOC,KAAKD,KAAK;IAAC;IAC7E,IAAI;QACF,MAAMrC,UAAU,MAAMtB,qBAAqBqD;QAC3C,IAAI/B,QAAQyC,EAAE,KAAK,OAAO,OAAOT,IAAIG,MAAM,CAACnC,QAAQmC,MAAM,EAAEC,IAAI,CAACpC,QAAQ0C,IAAI;QAE7E,MAAMtC,SAAS,MAAMxB,qBAAqBoB,QAAQnB,KAAK,EAAEmB,QAAQlB,UAAU;QAC3E,MAAM6D,UAAqC,EAAE;QAC7C,MAAMC,UAAkC,CAAC;QACzC,MAAMC,aAAyD,EAAE;QACjE;;;;;;KAMC,GACD,MAAMlC,OAAO,IAAImC;QACjBR,KAAKS,IAAI,CAACC,OAAO,CAAC,CAACC,KAAKC;YACtB,MAAMC,UAAUpF,0BAA0BkF,KAAK7C;YAC/C,IAAI+C,QAAQV,EAAE,KAAK,OAAO;gBACxBE,QAAQS,IAAI,CAAC;oBAAEF;oBAAOG,OAAOF,QAAQG,KAAK;oBAAEC,QAAQJ,QAAQI,MAAM;gBAAC;gBACnE;YACF;YACA,IAAI5C,KAAK6C,GAAG,CAACL,QAAQM,GAAG,CAACJ,KAAK,GAAG;gBAC/BV,QAAQS,IAAI,CAAC;oBAAEF;oBAAOG,OAAOF,QAAQM,GAAG,CAACJ,KAAK;oBAAEE,QAAQ;gBAAY;gBACpE;YACF;YACA5C,KAAKU,GAAG,CAAC8B,QAAQM,GAAG,CAACJ,KAAK;YAC1B,KAAK,MAAMK,SAASP,QAAQM,GAAG,CAACb,OAAO,CAAE;oBACfA;gBAAxBA,OAAO,CAACc,MAAM/D,KAAK,CAAC,GAAG,EAACiD,uBAAAA,OAAO,CAACc,MAAM/D,KAAK,CAAC,YAApBiD,uBAAwB,KAAK;YACvD;YACAC,WAAWO,IAAI,CAAC;gBAAEF;gBAAOO,KAAKN,QAAQM,GAAG;YAAC;QAC5C;QAEA,mEAAmE;QACnE,uEAAuE;QACvE,2DAA2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package/src/lib/server/email-check.d.ts

@@ -0,0 +1,51 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+/**
+ * `POST /api/crm/email-check` — what the platform knows about one address
+ * before somebody writes to it (AGL-3328).
+ *
+ * Body: `{ hostId, email }`, or `{ orgId, hostId?, email }` at the
+ * organization level. Answers `{ ok: true, checked, code, message, gateway,
+ * chip }` — see `readAddressDeliverability`.
+ *
+ * Two surfaces ask it. A record page draws the gateway chip beside the
+ * address: which mail gateway stands in front of it, and what that gateway
+ * did with this site's mail this week. The one-to-one composer warns before
+ * Send: a domain with no mail server, or a gateway that refused this site's
+ * sending domain twice this month and delivered nothing.
+ *
+ * ## Why a route
+ *
+ * The answer is DNS and the platform ledger. The browser does neither: the
+ * MX cache and the ledger are server-written and closed to members, and a
+ * cold domain is looked up here, once, into the cache every organization
+ * reads. The ledger is read for the sending domain of the site the mail
+ * would leave from — the mounted site, or at the organization level a site
+ * of that organization the body names — so a member reads their own
+ * sender's standing and never another workspace's.
+ *
+ * ## Who may ask
+ *
+ * Whoever may read the site's people: `data.manage`, the key the contacts
+ * read rule gates on, reaching the site; at the organization level an
+ * org-wide member holding it. Staff pass, as on every CRM route.
+ */
+import { type PluginApiHandler } from '@aglyn/aglyn/server';
+/** The route key, as `registerCrmConsoleApi` registers it. */
+export declare const CRM_EMAIL_CHECK_ROUTE = "crm/email-check";
+export declare const crmEmailCheckHandler: PluginApiHandler;
+export default crmEmailCheckHandler;