@aglyn/plugins-crm 1.0.0-beta.203 → 1.0.0-beta.205

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/capture-contact.js

@@ -18,6 +18,7 @@ import { CONTACT_SOURCE_LABELS } from "@aglyn/aglyn/app-utils/contacts";
 import { formLeadSource } from "@aglyn/aglyn/app-utils/forms";
 import { isCrmLeadOpen, normalizeContactEmail, personKey } from "@aglyn/aglyn/server";
 import { captureHostContact } from "@aglyn/tenant-runtime/capture-host-contact";
+import { contactCaptureActor } from "@aglyn/tenant-runtime/capture-actor";
 import { emitHostEvent } from "@aglyn/tenant-runtime/emit-host-event";
 import { addHostLeadOutcome, findContactByEmail, firebaseAdmin, orgDataCollectionForHost, readLeadForHost } from "@aglyn/tenant-data-admin";
 import { convertOpenLeadOntoContact } from "./convert-open-lead.js";
@@ -167,13 +168,16 @@ import { convertOpenLeadOntoContact } from "./convert-open-lead.js";
         };
     }
     if (created) {
+        const cause = contactCaptureActor(request.interaction.source, email, request.actor);
         await emitHostEvent(request.hostId, 'lead', _extends({
             email,
             source,
             leadId: key
         }, request.identity.name ? {
             name: request.identity.name
-        } : {}));
+        } : {}), cause ? {
+            actor: cause
+        } : {});
     }
     return {
         ok: true,
@@ -186,7 +190,9 @@ import { convertOpenLeadOntoContact } from "./convert-open-lead.js";
 /** The capture as a CONTACT — what every capture was before the rule above. */ async function captureOnContact(request) {
     try {
         var _request_tags, _request_campaignIds;
-        const verdict = await captureHostContact(_extends({
+        const verdict = await captureHostContact(_extends({}, request.actor ? {
+            actor: request.actor
+        } : {}, {
             hostId: request.hostId,
             email: request.identity.email
         }, request.identity.name ? {

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/capture-contact.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type {\n  PluginContactCaptureRequest,\n  PluginContactCaptured,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ContactSource,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport { formLeadSource } from '@aglyn/aglyn/app-utils/forms'\nimport {\n  type CrmLeadFields,\n  isCrmLeadOpen,\n  normalizeContactEmail,\n  personKey,\n} from '@aglyn/aglyn/server'\nimport { captureHostContact } from '@aglyn/tenant-runtime/capture-host-contact'\nimport { emitHostEvent } from '@aglyn/tenant-runtime/emit-host-event'\nimport {\n  addHostLeadOutcome,\n  findContactByEmail,\n  firebaseAdmin,\n  orgDataCollectionForHost,\n  readLeadForHost,\n  type UpsertHostContactOptions,\n} from '@aglyn/tenant-data-admin'\nimport type { ResolvedCampaignTouch } from '@aglyn/tenant-data-admin/server/campaign-conversion-attribution'\nimport { convertOpenLeadOntoContact } from './convert-open-lead'\n\n/**\n * The CRM answering the platform's contact-capture contract (AGL-3080).\n *\n * Four silos meet the same person — a form submission, a member signing up,\n * an order, a booking — and none of them is the record system. Each holds an\n * address, a name and the fact that something happened, and each wants the\n * workspace's person record to know. Today each imports `captureHostContact`\n * directly, which is the highest fan-in edge in the repo and makes the CRM\n * something a storefront cannot take a payment without.\n *\n * So this is the CRM's side of the seam: the silo reports what it saw, and\n * the plugin that keeps people decides everything a record system decides —\n * keying the address, whether this is somebody new, the audience band, the\n * erasure rows, the company, the owner, and what a new person sets off.\n * `captureHostContact` already does all of that; this translates the\n * contract's vocabulary into its options and its verdict back.\n *\n * ⚠️ IT NEVER THROWS. Every caller has already done the thing it is\n * recording — the submission was accepted, the order was paid — so a refusal\n * is RETURNED and costs the silo nothing. A throw here would lose an order\n * for a contact that could not be filed.\n */\n/**\n * WHICH RECORD A CAPTURE LANDS ON (AGL-3232) — the Salesforce rule, decided\n * here because the CRM is the plugin that models both records.\n *\n * One person is one record: a LEAD until somebody qualifies them, a CONTACT\n * after. Every door used to write both — a lead-routed form filed a lead\n * AND a contact at stage Lead — so one person sat in two lists and the Leads\n * queue was never the whole story. Now a door says what kind of surface it\n * is (`request.surface`) and this decides:\n *\n *  - a LEAD surface files a lead, unless the workspace already holds the\n *    address as a contact — a customer who books a demo is a customer's\n *    interaction, not a new lead — in which case the capture lands on the\n *    contact and no lead is filed;\n *  - a RELATIONSHIP (a member account, a purchase) makes the contact, and\n *    an open lead the site held for the address is stamped converted onto\n *    it, so nobody keeps working a lead who already joined or bought;\n *  - a TOUCH (an unrouted form, a newsletter opt-in) lands on the open lead\n *    when the site holds one — its consent and its history stay on the one\n *    record the rep is working — and on the contact otherwise.\n *\n * A lead is filed through `addHostLead`, the one writer of the leads silo,\n * so it is keyed on the person, counted against the ceiling and carries the\n * campaign touch the door resolved. A NEW lead announces itself with the\n * `lead` host event, which is what a \"new lead\" automation listens for; a\n * repeat capture on a lead the site already held announces nothing, the\n * way a repeat visit by a contact is an interaction and not a creation.\n */\nexport async function captureContactForCrm(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  const surface = request.surface ?? 'touch'\n  // The one refusal every surface shares, answered before any read: an\n  // address nothing can key is a person nothing can record.\n  if (!normalizeContactEmail(request.identity.email)) return refusedEmail()\n  try {\n    if (surface === 'lead') {\n      if (!(await heldAsContact(request))) return await fileLead(request)\n    } else if (surface === 'touch') {\n      if (await openLeadFor(request)) return await fileLead(request)\n    }\n    const verdict = await captureOnContact(request)\n    if (verdict.ok && verdict.record === 'contact' && surface === 'relationship') {\n      await convertOpenLeadOntoContact({\n        hostId: request.hostId,\n        email: request.identity.email,\n        contactId: verdict.contactId,\n        by: request.interaction.source === 'order' ? 'purchase' : 'signup',\n      })\n    }\n    return verdict\n  } catch (error) {\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/** The refusal every door gets for an address nothing can key. */\nfunction refusedEmail(): PluginContactCaptured {\n  return { ok: false, reason: 'invalid-email', error: refusalText('invalid-email') }\n}\n\n/**\n * Whether the workspace already holds the address as a contact — the\n * address index first, then the query, the same lookup every dedupe uses.\n * ORG-wide, not scoped to the capturing site: the contact door dedupes\n * across every site in the org, so a person any site holds as a contact\n * is a contact, whichever site met them this time.\n */\nasync function heldAsContact(request: PluginContactCaptureRequest): Promise<boolean> {\n  const contacts = await orgDataCollectionForHost(request.hostId, 'contacts')\n  return (await findContactByEmail(contacts, request.identity.email)) !== null\n}\n\n/** Whether the site holds an OPEN lead for the address — neither converted nor closed. */\nasync function openLeadFor(request: PluginContactCaptureRequest): Promise<boolean> {\n  const key = personKey(request.identity.email) as string\n  /*\n   * Through the seam, which reads the org row and falls back to a lead the\n   * backfill has not reached (AGL-3275). UNSCOPED on purpose: a sibling brand\n   * in the same consent group has to find this person, or its door concludes\n   * there is no lead and files the duplicate this migration exists to end.\n   */\n  const snapshot = await readLeadForHost(request.hostId, key)\n  if (!snapshot) return false\n  const lead = (snapshot.data() ?? {}) as Record<string, unknown> & CrmLeadFields\n  return !lead.convertedContactId && isCrmLeadOpen(lead)\n}\n\n/**\n * The capture as a LEAD. The source string is the lead silo's own\n * vocabulary — `form:{formId}` for a form, the door's word otherwise — so\n * a lead's provenance survives the form being renamed, as the submission's\n * does.\n */\nasync function fileLead(request: PluginContactCaptureRequest): Promise<PluginContactCaptured> {\n  const email = normalizeContactEmail(request.identity.email) as string\n  const key = personKey(email) as string\n  const hostRef = firebaseAdmin.app().firestore().collection('hosts').doc(request.hostId)\n  // `addHostLead` resolves and writes the org collection itself (AGL-3275);\n  // this only needs to know whether the person is new, which decides the event.\n  const created = !(await readLeadForHost(request.hostId, key))\n  const { formId } = entryPointOf(request.detail)\n  const source =\n    request.interaction.source === 'form' && formId\n      ? formLeadSource(formId)\n      : request.interaction.source\n  const outcome = await addHostLeadOutcome({\n    hostRef,\n    hostId: request.hostId,\n    lead: {\n      email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source,\n      ...(request.marketingConsent ? { marketingConsent: true } : {}),\n      ...disclosureOf(request),\n    },\n    ...(campaignTouchOf(request.detail).campaignTouch\n      ? { touch: campaignTouchOf(request.detail).campaignTouch }\n      : {}),\n  })\n  if (!outcome.stored) {\n    return {\n      ok: false,\n      reason: 'band',\n      error: 'This site is at the number of leads it may hold, so the lead was not recorded.',\n    }\n  }\n  if (created) {\n    await emitHostEvent(request.hostId, 'lead', {\n      email,\n      source,\n      leadId: key,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n    })\n  }\n  return { ok: true, record: 'lead', leadId: key, created, sourceAdded: outcome.sourceAdded }\n}\n\n/** The capture as a CONTACT — what every capture was before the rule above. */\nasync function captureOnContact(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  try {\n    const verdict = await captureHostContact({\n      hostId: request.hostId,\n      email: request.identity.email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source: contactSourceOf(request.interaction.source),\n      interaction: {\n        ...(request.interaction.atMs === undefined\n          ? {}\n          : { atMs: request.interaction.atMs }),\n        ...(request.interaction.refId ? { refId: request.interaction.refId } : {}),\n        ...(request.interaction.summary\n          ? { summary: request.interaction.summary }\n          : {}),\n        ...entryPointOf(request.detail),\n      },\n      ...campaignTouchOf(request.detail),\n      ...(request.marketingConsent === undefined\n        ? {}\n        : { marketingConsent: request.marketingConsent }),\n      ...disclosureOf(request),\n      ...(request.tags?.length ? { tags: request.tags } : {}),\n      ...(request.campaignIds?.length ? { campaignIds: request.campaignIds } : {}),\n      ...(request.purchaseCents === undefined\n        ? {}\n        : { purchaseCents: request.purchaseCents }),\n      ...(request.purchaseCurrency\n        ? { purchaseCurrency: request.purchaseCurrency }\n        : {}),\n      ...(request.lifecycleFloor\n        ? { initialLifecycleStage: request.lifecycleFloor as never }\n        : {}),\n      ...(request.profile ? { facet: request.profile as never } : {}),\n    })\n    if ('refused' in verdict) {\n      return { ok: false, reason: verdict.refused, error: refusalText(verdict.refused) }\n    }\n    return {\n      ok: true,\n      record: 'contact',\n      contactId: verdict.contactId,\n      created: verdict.created,\n    }\n  } catch (error) {\n    /*\n     * The contract's `error` is the last state, not a channel for a stack:\n     * a silo may show or log it as it stands, so it says what happened and\n     * names nothing internal. The detail goes to the log, where whoever is\n     * debugging a missing contact will look.\n     */\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/**\n * THE DISCLOSURE the capture surface rendered, handed to whichever record the\n * capture lands on (AGL-3320).\n *\n * Passed through unread: both writers resolve the site's group themselves and\n * pool the opt-in only when this is its current key, so a lead and a contact\n * written by one capture record the same sites. A string or nothing, since\n * the writers compare it exactly and anything else could only fail to match.\n */\nfunction disclosureOf(\n  request: PluginContactCaptureRequest,\n): { disclosedConsentGroup?: string } {\n  const key = request.disclosedConsentGroup\n  return typeof key === 'string' && key ? { disclosedConsentGroup: key } : {}\n}\n\n/**\n * THE ENTRY POINT, off the silo's own `detail` bag (AGL-3080).\n *\n * The contract carries a capture's silo-side facts opaquely, so the two the\n * CRM models are picked out here rather than typed into the platform. Both\n * ride the INTERACTION, which is where `upsertHostContact` already keeps\n * them: which form a person came in through routes the owner-assignment\n * rules and rides the `contactCreated` payload, and the page is what a\n * timeline row says about where they were.\n *\n * Absent, misspelled or the wrong type is the same answer as a door that\n * never had one — a capture without an entry point, which is every capture\n * that did not come through a form. It is never a reason to refuse: the\n * person is the part that matters.\n */\nfunction entryPointOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): { formId?: string; path?: string } {\n  const text = (value: unknown): string | undefined =>\n    typeof value === 'string' && value.trim() ? value : undefined\n  const formId = text(detail?.['formId'])\n  const path = text(detail?.['path'])\n  return {\n    ...(formId ? { formId } : {}),\n    ...(path ? { path } : {}),\n  }\n}\n\n/**\n * WHERE THE VISITOR CAME FROM, off the same bag.\n *\n * ⚠️ A different fact from `campaignIds` and the two must never be folded\n * together — `upsert-contact.ts` says so at the field itself. A touch is the\n * ad or the link the visitor arrived by, already resolved through the\n * allowlist by the silo; `campaignIds` is which campaigns the merchant filed\n * the capture SURFACE under, which is true of everybody who fills that form\n * in. Folding them would credit a campaign for a visitor who typed the\n * address.\n *\n * Passed through as the silo resolved it, unread: the touch's shape belongs\n * to whatever resolves it, and re-validating it here would be a second copy\n * of a rule that has already run. Only its presence is decided here, because\n * `null` and absent mean the same thing to the writer and a caller should\n * not have to know which one it sends.\n */\nfunction campaignTouchOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): Pick<UpsertHostContactOptions, 'campaignTouch'> {\n  const touch = detail?.['campaignTouch']\n  return touch ? { campaignTouch: touch as ResolvedCampaignTouch } : {}\n}\n\n/**\n * The silo's word for its door, as a source the CRM stores.\n *\n * ⚠️ `ContactSource` is a CLOSED union and the contract's `source` is an open\n * string, deliberately: a silo declares its door with\n * `registerPluginContactSource` rather than core enumerating every plugin's.\n * The two meet here, and a word outside the union is passed through rather\n * than rejected — refusing it would lose a third-party plugin's capture over\n * a label, and the capture is the part that matters.\n *\n * ⛔ What it costs, until the union is widened: the console's source filter\n * and `SOURCE_LABELS` key on these values, so an undeclared word renders raw\n * and matches no filter. Every first-party silo uses a word in the union, so\n * nothing does that today.\n */\nexport function contactSourceOf(source: string): ContactSource {\n  const word = String(source ?? '').trim()\n  if (!Object.hasOwn(CONTACT_SOURCE_LABELS, word)) {\n    // Said once, where somebody debugging an unlabelled row will find it.\n    // Not a refusal: the capture is worth more than the label.\n    console.warn(\n      `crm contact capture: source \"${word}\" has no label, so it will render ` +\n        'raw and match no filter in the console.',\n    )\n  }\n  return word as ContactSource\n}\n\n/** What a refused caller is told — customer-safe, and never a key. */\nfunction refusalText(reason: 'invalid-email' | 'band' | 'erased' | 'error'): string {\n  switch (reason) {\n    case 'invalid-email':\n      return 'That address could not be read, so no contact was recorded.'\n    case 'band':\n      return 'This workspace is at the number of contacts its plan holds.'\n    case 'erased':\n      return 'This person was erased from this workspace and was not recreated.'\n    default:\n      return 'The contact could not be recorded. Nothing else was affected.'\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/capture-contact.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type {\n  PluginContactCaptureRequest,\n  PluginContactCaptured,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ContactSource,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport { formLeadSource } from '@aglyn/aglyn/app-utils/forms'\nimport {\n  type CrmLeadFields,\n  isCrmLeadOpen,\n  normalizeContactEmail,\n  personKey,\n} from '@aglyn/aglyn/server'\nimport { captureHostContact } from '@aglyn/tenant-runtime/capture-host-contact'\nimport { contactCaptureActor } from '@aglyn/tenant-runtime/capture-actor'\nimport { emitHostEvent } from '@aglyn/tenant-runtime/emit-host-event'\nimport {\n  addHostLeadOutcome,\n  findContactByEmail,\n  firebaseAdmin,\n  orgDataCollectionForHost,\n  readLeadForHost,\n  type UpsertHostContactOptions,\n} from '@aglyn/tenant-data-admin'\nimport type { ResolvedCampaignTouch } from '@aglyn/tenant-data-admin/server/campaign-conversion-attribution'\nimport { convertOpenLeadOntoContact } from './convert-open-lead'\n\n/**\n * The CRM answering the platform's contact-capture contract (AGL-3080).\n *\n * Four silos meet the same person — a form submission, a member signing up,\n * an order, a booking — and none of them is the record system. Each holds an\n * address, a name and the fact that something happened, and each wants the\n * workspace's person record to know. Today each imports `captureHostContact`\n * directly, which is the highest fan-in edge in the repo and makes the CRM\n * something a storefront cannot take a payment without.\n *\n * So this is the CRM's side of the seam: the silo reports what it saw, and\n * the plugin that keeps people decides everything a record system decides —\n * keying the address, whether this is somebody new, the audience band, the\n * erasure rows, the company, the owner, and what a new person sets off.\n * `captureHostContact` already does all of that; this translates the\n * contract's vocabulary into its options and its verdict back.\n *\n * ⚠️ IT NEVER THROWS. Every caller has already done the thing it is\n * recording — the submission was accepted, the order was paid — so a refusal\n * is RETURNED and costs the silo nothing. A throw here would lose an order\n * for a contact that could not be filed.\n */\n/**\n * WHICH RECORD A CAPTURE LANDS ON (AGL-3232) — the Salesforce rule, decided\n * here because the CRM is the plugin that models both records.\n *\n * One person is one record: a LEAD until somebody qualifies them, a CONTACT\n * after. Every door used to write both — a lead-routed form filed a lead\n * AND a contact at stage Lead — so one person sat in two lists and the Leads\n * queue was never the whole story. Now a door says what kind of surface it\n * is (`request.surface`) and this decides:\n *\n *  - a LEAD surface files a lead, unless the workspace already holds the\n *    address as a contact — a customer who books a demo is a customer's\n *    interaction, not a new lead — in which case the capture lands on the\n *    contact and no lead is filed;\n *  - a RELATIONSHIP (a member account, a purchase) makes the contact, and\n *    an open lead the site held for the address is stamped converted onto\n *    it, so nobody keeps working a lead who already joined or bought;\n *  - a TOUCH (an unrouted form, a newsletter opt-in) lands on the open lead\n *    when the site holds one — its consent and its history stay on the one\n *    record the rep is working — and on the contact otherwise.\n *\n * A lead is filed through `addHostLead`, the one writer of the leads silo,\n * so it is keyed on the person, counted against the ceiling and carries the\n * campaign touch the door resolved. A NEW lead announces itself with the\n * `lead` host event, which is what a \"new lead\" automation listens for; a\n * repeat capture on a lead the site already held announces nothing, the\n * way a repeat visit by a contact is an interaction and not a creation.\n */\nexport async function captureContactForCrm(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  const surface = request.surface ?? 'touch'\n  // The one refusal every surface shares, answered before any read: an\n  // address nothing can key is a person nothing can record.\n  if (!normalizeContactEmail(request.identity.email)) return refusedEmail()\n  try {\n    if (surface === 'lead') {\n      if (!(await heldAsContact(request))) return await fileLead(request)\n    } else if (surface === 'touch') {\n      if (await openLeadFor(request)) return await fileLead(request)\n    }\n    const verdict = await captureOnContact(request)\n    if (verdict.ok && verdict.record === 'contact' && surface === 'relationship') {\n      await convertOpenLeadOntoContact({\n        hostId: request.hostId,\n        email: request.identity.email,\n        contactId: verdict.contactId,\n        by: request.interaction.source === 'order' ? 'purchase' : 'signup',\n      })\n    }\n    return verdict\n  } catch (error) {\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/** The refusal every door gets for an address nothing can key. */\nfunction refusedEmail(): PluginContactCaptured {\n  return { ok: false, reason: 'invalid-email', error: refusalText('invalid-email') }\n}\n\n/**\n * Whether the workspace already holds the address as a contact — the\n * address index first, then the query, the same lookup every dedupe uses.\n * ORG-wide, not scoped to the capturing site: the contact door dedupes\n * across every site in the org, so a person any site holds as a contact\n * is a contact, whichever site met them this time.\n */\nasync function heldAsContact(request: PluginContactCaptureRequest): Promise<boolean> {\n  const contacts = await orgDataCollectionForHost(request.hostId, 'contacts')\n  return (await findContactByEmail(contacts, request.identity.email)) !== null\n}\n\n/** Whether the site holds an OPEN lead for the address — neither converted nor closed. */\nasync function openLeadFor(request: PluginContactCaptureRequest): Promise<boolean> {\n  const key = personKey(request.identity.email) as string\n  /*\n   * Through the seam, which reads the org row and falls back to a lead the\n   * backfill has not reached (AGL-3275). UNSCOPED on purpose: a sibling brand\n   * in the same consent group has to find this person, or its door concludes\n   * there is no lead and files the duplicate this migration exists to end.\n   */\n  const snapshot = await readLeadForHost(request.hostId, key)\n  if (!snapshot) return false\n  const lead = (snapshot.data() ?? {}) as Record<string, unknown> & CrmLeadFields\n  return !lead.convertedContactId && isCrmLeadOpen(lead)\n}\n\n/**\n * The capture as a LEAD. The source string is the lead silo's own\n * vocabulary — `form:{formId}` for a form, the door's word otherwise — so\n * a lead's provenance survives the form being renamed, as the submission's\n * does.\n */\nasync function fileLead(request: PluginContactCaptureRequest): Promise<PluginContactCaptured> {\n  const email = normalizeContactEmail(request.identity.email) as string\n  const key = personKey(email) as string\n  const hostRef = firebaseAdmin.app().firestore().collection('hosts').doc(request.hostId)\n  // `addHostLead` resolves and writes the org collection itself (AGL-3275);\n  // this only needs to know whether the person is new, which decides the event.\n  const created = !(await readLeadForHost(request.hostId, key))\n  const { formId } = entryPointOf(request.detail)\n  const source =\n    request.interaction.source === 'form' && formId\n      ? formLeadSource(formId)\n      : request.interaction.source\n  const outcome = await addHostLeadOutcome({\n    hostRef,\n    hostId: request.hostId,\n    lead: {\n      email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source,\n      ...(request.marketingConsent ? { marketingConsent: true } : {}),\n      ...disclosureOf(request),\n    },\n    ...(campaignTouchOf(request.detail).campaignTouch\n      ? { touch: campaignTouchOf(request.detail).campaignTouch }\n      : {}),\n  })\n  if (!outcome.stored) {\n    return {\n      ok: false,\n      reason: 'band',\n      error: 'This site is at the number of leads it may hold, so the lead was not recorded.',\n    }\n  }\n  if (created) {\n    const cause = contactCaptureActor(\n      request.interaction.source,\n      email,\n      request.actor,\n    )\n    await emitHostEvent(\n      request.hostId,\n      'lead',\n      {\n        email,\n        source,\n        leadId: key,\n        ...(request.identity.name ? { name: request.identity.name } : {}),\n      },\n      cause ? { actor: cause } : {},\n    )\n  }\n  return { ok: true, record: 'lead', leadId: key, created, sourceAdded: outcome.sourceAdded }\n}\n\n/** The capture as a CONTACT — what every capture was before the rule above. */\nasync function captureOnContact(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  try {\n    const verdict = await captureHostContact({\n      ...(request.actor ? { actor: request.actor } : {}),\n      hostId: request.hostId,\n      email: request.identity.email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source: contactSourceOf(request.interaction.source),\n      interaction: {\n        ...(request.interaction.atMs === undefined\n          ? {}\n          : { atMs: request.interaction.atMs }),\n        ...(request.interaction.refId ? { refId: request.interaction.refId } : {}),\n        ...(request.interaction.summary\n          ? { summary: request.interaction.summary }\n          : {}),\n        ...entryPointOf(request.detail),\n      },\n      ...campaignTouchOf(request.detail),\n      ...(request.marketingConsent === undefined\n        ? {}\n        : { marketingConsent: request.marketingConsent }),\n      ...disclosureOf(request),\n      ...(request.tags?.length ? { tags: request.tags } : {}),\n      ...(request.campaignIds?.length ? { campaignIds: request.campaignIds } : {}),\n      ...(request.purchaseCents === undefined\n        ? {}\n        : { purchaseCents: request.purchaseCents }),\n      ...(request.purchaseCurrency\n        ? { purchaseCurrency: request.purchaseCurrency }\n        : {}),\n      ...(request.lifecycleFloor\n        ? { initialLifecycleStage: request.lifecycleFloor as never }\n        : {}),\n      ...(request.profile ? { facet: request.profile as never } : {}),\n    })\n    if ('refused' in verdict) {\n      return { ok: false, reason: verdict.refused, error: refusalText(verdict.refused) }\n    }\n    return {\n      ok: true,\n      record: 'contact',\n      contactId: verdict.contactId,\n      created: verdict.created,\n    }\n  } catch (error) {\n    /*\n     * The contract's `error` is the last state, not a channel for a stack:\n     * a silo may show or log it as it stands, so it says what happened and\n     * names nothing internal. The detail goes to the log, where whoever is\n     * debugging a missing contact will look.\n     */\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/**\n * THE DISCLOSURE the capture surface rendered, handed to whichever record the\n * capture lands on (AGL-3320).\n *\n * Passed through unread: both writers resolve the site's group themselves and\n * pool the opt-in only when this is its current key, so a lead and a contact\n * written by one capture record the same sites. A string or nothing, since\n * the writers compare it exactly and anything else could only fail to match.\n */\nfunction disclosureOf(\n  request: PluginContactCaptureRequest,\n): { disclosedConsentGroup?: string } {\n  const key = request.disclosedConsentGroup\n  return typeof key === 'string' && key ? { disclosedConsentGroup: key } : {}\n}\n\n/**\n * THE ENTRY POINT, off the silo's own `detail` bag (AGL-3080).\n *\n * The contract carries a capture's silo-side facts opaquely, so the two the\n * CRM models are picked out here rather than typed into the platform. Both\n * ride the INTERACTION, which is where `upsertHostContact` already keeps\n * them: which form a person came in through routes the owner-assignment\n * rules and rides the `contactCreated` payload, and the page is what a\n * timeline row says about where they were.\n *\n * Absent, misspelled or the wrong type is the same answer as a door that\n * never had one — a capture without an entry point, which is every capture\n * that did not come through a form. It is never a reason to refuse: the\n * person is the part that matters.\n */\nfunction entryPointOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): { formId?: string; path?: string } {\n  const text = (value: unknown): string | undefined =>\n    typeof value === 'string' && value.trim() ? value : undefined\n  const formId = text(detail?.['formId'])\n  const path = text(detail?.['path'])\n  return {\n    ...(formId ? { formId } : {}),\n    ...(path ? { path } : {}),\n  }\n}\n\n/**\n * WHERE THE VISITOR CAME FROM, off the same bag.\n *\n * ⚠️ A different fact from `campaignIds` and the two must never be folded\n * together — `upsert-contact.ts` says so at the field itself. A touch is the\n * ad or the link the visitor arrived by, already resolved through the\n * allowlist by the silo; `campaignIds` is which campaigns the merchant filed\n * the capture SURFACE under, which is true of everybody who fills that form\n * in. Folding them would credit a campaign for a visitor who typed the\n * address.\n *\n * Passed through as the silo resolved it, unread: the touch's shape belongs\n * to whatever resolves it, and re-validating it here would be a second copy\n * of a rule that has already run. Only its presence is decided here, because\n * `null` and absent mean the same thing to the writer and a caller should\n * not have to know which one it sends.\n */\nfunction campaignTouchOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): Pick<UpsertHostContactOptions, 'campaignTouch'> {\n  const touch = detail?.['campaignTouch']\n  return touch ? { campaignTouch: touch as ResolvedCampaignTouch } : {}\n}\n\n/**\n * The silo's word for its door, as a source the CRM stores.\n *\n * ⚠️ `ContactSource` is a CLOSED union and the contract's `source` is an open\n * string, deliberately: a silo declares its door with\n * `registerPluginContactSource` rather than core enumerating every plugin's.\n * The two meet here, and a word outside the union is passed through rather\n * than rejected — refusing it would lose a third-party plugin's capture over\n * a label, and the capture is the part that matters.\n *\n * ⛔ What it costs, until the union is widened: the console's source filter\n * and `SOURCE_LABELS` key on these values, so an undeclared word renders raw\n * and matches no filter. Every first-party silo uses a word in the union, so\n * nothing does that today.\n */\nexport function contactSourceOf(source: string): ContactSource {\n  const word = String(source ?? '').trim()\n  if (!Object.hasOwn(CONTACT_SOURCE_LABELS, word)) {\n    // Said once, where somebody debugging an unlabelled row will find it.\n    // Not a refusal: the capture is worth more than the label.\n    console.warn(\n      `crm contact capture: source \"${word}\" has no label, so it will render ` +\n        'raw and match no filter in the console.',\n    )\n  }\n  return word as ContactSource\n}\n\n/** What a refused caller is told — customer-safe, and never a key. */\nfunction refusalText(reason: 'invalid-email' | 'band' | 'erased' | 'error'): string {\n  switch (reason) {\n    case 'invalid-email':\n      return 'That address could not be read, so no contact was recorded.'\n    case 'band':\n      return 'This workspace is at the number of contacts its plan holds.'\n    case 'erased':\n      return 'This person was erased from this workspace and was not recreated.'\n    default:\n      return 'The contact could not be recorded. Nothing else was affected.'\n  }\n}\n"],"names":["CONTACT_SOURCE_LABELS","formLeadSource","isCrmLeadOpen","normalizeContactEmail","personKey","captureHostContact","contactCaptureActor","emitHostEvent","addHostLeadOutcome","findContactByEmail","firebaseAdmin","orgDataCollectionForHost","readLeadForHost","convertOpenLeadOntoContact","captureContactForCrm","request","surface","identity","email","refusedEmail","heldAsContact","fileLead","openLeadFor","verdict","captureOnContact","ok","record","hostId","contactId","by","interaction","source","error","console","reason","refusalText","contacts","snapshot","key","lead","data","convertedContactId","hostRef","app","firestore","collection","doc","created","formId","entryPointOf","detail","outcome","name","marketingConsent","disclosureOf","campaignTouchOf","campaignTouch","touch","stored","cause","actor","leadId","sourceAdded","contactSourceOf","atMs","undefined","refId","summary","tags","length","campaignIds","purchaseCents","purchaseCurrency","lifecycleFloor","initialLifecycleStage","profile","facet","refused","disclosedConsentGroup","text","value","trim","path","word","String","Object","hasOwn","warn"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC;AAMD,SACEA,qBAAqB,QAEhB,kCAAiC;AACxC,SAASC,cAAc,QAAQ,+BAA8B;AAC7D,SAEEC,aAAa,EACbC,qBAAqB,EACrBC,SAAS,QACJ,sBAAqB;AAC5B,SAASC,kBAAkB,QAAQ,6CAA4C;AAC/E,SAASC,mBAAmB,QAAQ,sCAAqC;AACzE,SAASC,aAAa,QAAQ,wCAAuC;AACrE,SACEC,kBAAkB,EAClBC,kBAAkB,EAClBC,aAAa,EACbC,wBAAwB,EACxBC,eAAe,QAEV,2BAA0B;AAEjC,SAASC,0BAA0B,QAAQ,yBAAqB;AAEhE;;;;;;;;;;;;;;;;;;;;;CAqBC,GACD;;;;;;;;;;;;;;;;;;;;;;;;;;;CA2BC,GACD,OAAO,eAAeC,qBACpBC,OAAoC;QAEpBA;IAAhB,MAAMC,WAAUD,mBAAAA,QAAQC,OAAO,YAAfD,mBAAmB;IACnC,qEAAqE;IACrE,0DAA0D;IAC1D,IAAI,CAACZ,sBAAsBY,QAAQE,QAAQ,CAACC,KAAK,GAAG,OAAOC;IAC3D,IAAI;QACF,IAAIH,YAAY,QAAQ;YACtB,IAAI,CAAE,MAAMI,cAAcL,UAAW,OAAO,MAAMM,SAASN;QAC7D,OAAO,IAAIC,YAAY,SAAS;YAC9B,IAAI,MAAMM,YAAYP,UAAU,OAAO,MAAMM,SAASN;QACxD;QACA,MAAMQ,UAAU,MAAMC,iBAAiBT;QACvC,IAAIQ,QAAQE,EAAE,IAAIF,QAAQG,MAAM,KAAK,aAAaV,YAAY,gBAAgB;YAC5E,MAAMH,2BAA2B;gBAC/Bc,QAAQZ,QAAQY,MAAM;gBACtBT,OAAOH,QAAQE,QAAQ,CAACC,KAAK;gBAC7BU,WAAWL,QAAQK,SAAS;gBAC5BC,IAAId,QAAQe,WAAW,CAACC,MAAM,KAAK,UAAU,aAAa;YAC5D;QACF;QACA,OAAOR;IACT,EAAE,OAAOS,OAAO;QACdC,QAAQD,KAAK,CAAC,8BAA8BA;QAC5C,OAAO;YACLP,IAAI;YACJS,QAAQ;YACRF,OAAO;QACT;IACF;AACF;AAEA,gEAAgE,GAChE,SAASb;IACP,OAAO;QAAEM,IAAI;QAAOS,QAAQ;QAAiBF,OAAOG,YAAY;IAAiB;AACnF;AAEA;;;;;;CAMC,GACD,eAAef,cAAcL,OAAoC;IAC/D,MAAMqB,WAAW,MAAMzB,yBAAyBI,QAAQY,MAAM,EAAE;IAChE,OAAO,AAAC,MAAMlB,mBAAmB2B,UAAUrB,QAAQE,QAAQ,CAACC,KAAK,MAAO;AAC1E;AAEA,wFAAwF,GACxF,eAAeI,YAAYP,OAAoC;QAU/CsB;IATd,MAAMC,MAAMlC,UAAUW,QAAQE,QAAQ,CAACC,KAAK;IAC5C;;;;;GAKC,GACD,MAAMmB,WAAW,MAAMzB,gBAAgBG,QAAQY,MAAM,EAAEW;IACvD,IAAI,CAACD,UAAU,OAAO;IACtB,MAAME,QAAQF,iBAAAA,SAASG,IAAI,cAAbH,iBAAmB,CAAC;IAClC,OAAO,CAACE,KAAKE,kBAAkB,IAAIvC,cAAcqC;AACnD;AAEA;;;;;CAKC,GACD,eAAelB,SAASN,OAAoC;IAC1D,MAAMG,QAAQf,sBAAsBY,QAAQE,QAAQ,CAACC,KAAK;IAC1D,MAAMoB,MAAMlC,UAAUc;IACtB,MAAMwB,UAAUhC,cAAciC,GAAG,GAAGC,SAAS,GAAGC,UAAU,CAAC,SAASC,GAAG,CAAC/B,QAAQY,MAAM;IACtF,0EAA0E;IAC1E,8EAA8E;IAC9E,MAAMoB,UAAU,CAAE,MAAMnC,gBAAgBG,QAAQY,MAAM,EAAEW;IACxD,MAAM,EAAEU,MAAM,EAAE,GAAGC,aAAalC,QAAQmC,MAAM;IAC9C,MAAMnB,SACJhB,QAAQe,WAAW,CAACC,MAAM,KAAK,UAAUiB,SACrC/C,eAAe+C,UACfjC,QAAQe,WAAW,CAACC,MAAM;IAChC,MAAMoB,UAAU,MAAM3C,mBAAmB;QACvCkC;QACAf,QAAQZ,QAAQY,MAAM;QACtBY,MAAM;YACJrB;WACIH,QAAQE,QAAQ,CAACmC,IAAI,GAAG;YAAEA,MAAMrC,QAAQE,QAAQ,CAACmC,IAAI;QAAC,IAAI,CAAC;YAC/DrB;WACIhB,QAAQsC,gBAAgB,GAAG;YAAEA,kBAAkB;QAAK,IAAI,CAAC,GAC1DC,aAAavC;OAEdwC,gBAAgBxC,QAAQmC,MAAM,EAAEM,aAAa,GAC7C;QAAEC,OAAOF,gBAAgBxC,QAAQmC,MAAM,EAAEM,aAAa;IAAC,IACvD,CAAC;IAEP,IAAI,CAACL,QAAQO,MAAM,EAAE;QACnB,OAAO;YACLjC,IAAI;YACJS,QAAQ;YACRF,OAAO;QACT;IACF;IACA,IAAIe,SAAS;QACX,MAAMY,QAAQrD,oBACZS,QAAQe,WAAW,CAACC,MAAM,EAC1Bb,OACAH,QAAQ6C,KAAK;QAEf,MAAMrD,cACJQ,QAAQY,MAAM,EACd,QACA;YACET;YACAa;YACA8B,QAAQvB;WACJvB,QAAQE,QAAQ,CAACmC,IAAI,GAAG;YAAEA,MAAMrC,QAAQE,QAAQ,CAACmC,IAAI;QAAC,IAAI,CAAC,IAEjEO,QAAQ;YAAEC,OAAOD;QAAM,IAAI,CAAC;IAEhC;IACA,OAAO;QAAElC,IAAI;QAAMC,QAAQ;QAAQmC,QAAQvB;QAAKS;QAASe,aAAaX,QAAQW,WAAW;IAAC;AAC5F;AAEA,6EAA6E,GAC7E,eAAetC,iBACbT,OAAoC;IAEpC,IAAI;YAsBIA,eACAA;QAtBN,MAAMQ,UAAU,MAAMlB,mBAAmB,aACnCU,QAAQ6C,KAAK,GAAG;YAAEA,OAAO7C,QAAQ6C,KAAK;QAAC,IAAI,CAAC;YAChDjC,QAAQZ,QAAQY,MAAM;YACtBT,OAAOH,QAAQE,QAAQ,CAACC,KAAK;WACzBH,QAAQE,QAAQ,CAACmC,IAAI,GAAG;YAAEA,MAAMrC,QAAQE,QAAQ,CAACmC,IAAI;QAAC,IAAI,CAAC;YAC/DrB,QAAQgC,gBAAgBhD,QAAQe,WAAW,CAACC,MAAM;YAClDD,aAAa,aACPf,QAAQe,WAAW,CAACkC,IAAI,KAAKC,YAC7B,CAAC,IACD;gBAAED,MAAMjD,QAAQe,WAAW,CAACkC,IAAI;YAAC,GACjCjD,QAAQe,WAAW,CAACoC,KAAK,GAAG;gBAAEA,OAAOnD,QAAQe,WAAW,CAACoC,KAAK;YAAC,IAAI,CAAC,GACpEnD,QAAQe,WAAW,CAACqC,OAAO,GAC3B;gBAAEA,SAASpD,QAAQe,WAAW,CAACqC,OAAO;YAAC,IACvC,CAAC,GACFlB,aAAalC,QAAQmC,MAAM;WAE7BK,gBAAgBxC,QAAQmC,MAAM,GAC7BnC,QAAQsC,gBAAgB,KAAKY,YAC7B,CAAC,IACD;YAAEZ,kBAAkBtC,QAAQsC,gBAAgB;QAAC,GAC9CC,aAAavC,UACZA,EAAAA,gBAAAA,QAAQqD,IAAI,qBAAZrD,cAAcsD,MAAM,IAAG;YAAED,MAAMrD,QAAQqD,IAAI;QAAC,IAAI,CAAC,GACjDrD,EAAAA,uBAAAA,QAAQuD,WAAW,qBAAnBvD,qBAAqBsD,MAAM,IAAG;YAAEC,aAAavD,QAAQuD,WAAW;QAAC,IAA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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();
@@ -218,6 +225,11 @@ import { ownerDirectory, readImportRows, resolveImportContext } from "./import-c
                 name: row.name
             } : {}, {
                 source: 'import',
+                actor: {
+                    kind: 'member',
+                    uid: context.uid,
+                    email: context.email
+                },
                 interaction: {
                     summary: CONTACT_IMPORT_INTERACTION_SUMMARY
                 },
@@ -251,10 +263,12 @@ 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 +278,9 @@ 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);