@aglyn/plugins-crm 1.0.0-beta.218 → 1.0.0-beta.220

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/consent-group-participant.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * THE CRM'S SHARE OF A CONSENT GROUP CHANGE (AGL-3320).\n *\n * Two things the CRM keeps are read through the CURRENT consent group, so a\n * change to the declaration moves under them unless they move too:\n *\n *  - **C4 — a contact's per-site refusal.** `marketingConsentByHost.{site}`\n *    holding `marketingConsent: false` refuses mail from every site of that\n *    site's group (`readMarketingBasis`). When two sites stop being one\n *    sender, each keeps the refusals the other held: the refusal is written\n *    onto the receiving site's entry by dotted path, with the one it\n *    replaced kept as `supersededEntry`. A refusal is carried whenever it was\n *    given — over-carrying is the safe direction — and one the receiving site\n *    already holds is left alone. Only contacts carry per-site refusals;\n *    leads and list memberships carry grants alone.\n *  - **The holder records**, `facets.{groupId}` — a profile, an owner, a\n *    stage, notes, order figures and a timeline, keyed by the group that\n *    keeps them. Every writer keys by the declaration in force, so after the\n *    flip a site's records must be under its new key:\n *     - a MOVE folds every old key's facet into the new key's, with the\n *       existing target first and then the sources in the order the person\n *       met their sites, through `mergeContactFacet` — the survivor's\n *       values win, lists union, figures sum — and deletes each source in\n *       the same write, so a figure is summed exactly once;\n *     - a SPLIT copies the facet, without its figures and with only the\n *       timeline entries of the successor's own sites, to each successor\n *       that met the person itself, merged under whatever the successor\n *       already holds. The figures follow the capture only when every site\n *       that met the person lands under one key; otherwise they stay with the\n *       surviving key, or — when the key dissolves — are dropped and counted.\n *\n * ## Run twice, write once\n *\n * The executor runs `carry` before the flip and again as the catch-up, and\n * the sweep runs everything once more. A carried refusal is skipped once the\n * receiving entry refuses; a MOVE or a dissolving SPLIT deletes its source in\n * the write that folds it, so a second pass finds nothing — except a\n * straggler a long job wrote under the old key after the first pass, which is\n * exactly what the sweep exists to fold in. A SPLIT whose key survives stays\n * a live key, so each copy is stamped with the change that made it\n * (`copiedByChange`), and a pass that finds the stamp does not copy again.\n */\n\nimport { mergeContactFacet } from '@aglyn/aglyn/app-utils/contact-merge'\nimport type {\n  ConsentGroupChangePlan,\n  ConsentGroupChangePreviewLine,\n  ConsentGroupHolderMove,\n  ConsentGroupHolderSplit,\n} from '@aglyn/aglyn/app-utils/consent-group-change'\nimport {\n  CONTACT_FACETS_FIELD,\n  type ContactInteraction,\n  interactionsForGroup,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  COMPANY_CONTACTS_COUNT_FIELD,\n  CONTACT_COMPANY_IDS_FIELD,\n  CRM_COLLECTIONS,\n} from '@aglyn/aglyn/app-utils/crm'\nimport {\n  CAPTURED_BY_HOST_FIELD,\n  CONSENT_GROUP_ID_FIELD,\n  MARKETING_CONSENT_BY_HOST_FIELD,\n  MARKETING_CONSENT_FIELD,\n  MARKETING_CONSENT_SOURCE_FIELD,\n} from '@aglyn/aglyn/app-utils/marketing-consent'\nimport type {\n  ConsentGroupChangeParticipant,\n  ConsentGroupChangeRunRequest,\n  ConsentGroupChangeRunResult,\n} from '@aglyn/aglyn/plugin-manager/plugin-consent-group-change'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin/server/firebase-admin'\nimport { restampCrmListFieldsAt } from '@aglyn/tenant-data-admin/server/crm-records'\nimport { FieldPath, FieldValue } from 'firebase-admin/firestore'\nimport { summarizeConsentGroupChange } from '../model/consent-group-summary'\n\n/** Contacts one page of the refusal carry reads. */\nexport const REFUSAL_PAGE = 300\n\n/** Contacts one page of the holder pass reads. */\nexport const HOLDER_PAGE = 200\n\n/**\n * The most records a preview reads to answer a count no aggregation can:\n * past it, the line says so with a `null` count rather than guess.\n */\nexport const PREVIEW_SCAN_LIMIT = 5_000\n\n/**\n * The figures a facet sums, and the instants that go with them — what\n * `mergeContactFacet` adds up or takes the earliest or latest of. A split\n * cannot divide one person's purchases between two holders, so a copy\n * leaves them behind.\n */\nexport const HOLDER_FIGURE_FIELDS = [\n  'ltvCents',\n  'ordersCount',\n  'refundedCents',\n  'refundedOrdersCount',\n  'firstPurchaseAtMs',\n  'lastPurchaseAtMs',\n  'lastRefundAtMs',\n  'lastEmailEngagementAtMs',\n] as const\n\n/** The stamp a split's copy carries: `{ [sourceKey]: changeId }`. */\nexport const COPIED_BY_CHANGE_FIELD = 'copiedByChange'\n\ntype Doc = Record<string, unknown>\n\n/** The error codes that mean the contact was written since it was read. */\nconst RACED = new Set([5, 9])\nconst codeOf = (error: unknown): number | undefined => (error as { code?: number } | null)?.code\n\nfunction mapOf(value: unknown): Doc {\n  return value && typeof value === 'object' && !Array.isArray(value) ? (value as Doc) : {}\n}\n\n/** The sites that met this person, in the order they did — then the legacy `hostId`. */\nfunction captureOrder(contact: Doc): string[] {\n  const raw = contact[CAPTURED_BY_HOST_FIELD]\n  const ordered = Array.isArray(raw)\n    ? raw.map((id) => String(id ?? '').trim()).filter(Boolean)\n    : []\n  const legacy = typeof contact['hostId'] === 'string' ? (contact['hostId'] as string) : ''\n  return legacy && !ordered.includes(legacy) ? [...ordered, legacy] : ordered\n}\n\nfunction withoutFigures(facet: Doc): Doc {\n  const out: Doc = { ...facet }\n  for (const field of HOLDER_FIGURE_FIELDS) delete out[field]\n  return out\n}\n\nfunction figuresOf(facet: Doc): Doc {\n  const out: Doc = {}\n  for (const field of HOLDER_FIGURE_FIELDS) {\n    if (field in facet) out[field] = facet[field]\n  }\n  return out\n}\n\n/** What one contact's holder records become, as a dotted `update()` patch. */\nexport interface HolderPatch {\n  patch: Doc\n  combined: number\n  copied: number\n  figuresDropped: number\n  /** Each company whose contacts count moves, by how much. */\n  companyCounts: Array<{ companyId: string; delta: 1 | -1 }>\n}\n\n/**\n * The holder records of one contact after the plan's flows — or `null` when\n * nothing moves.\n *\n * `stragglersOnly` is the sweep: only the flows that delete their source\n * (MOVE, and a SPLIT whose key dissolves) run, because only those can have\n * left anything behind that a later writer recreated. A key that survived a\n * split is a live key after the flip, and its new writes belong to it.\n */\nexport function planHolderRecords(\n  contact: Doc,\n  plan: Pick<ConsentGroupChangePlan, 'flows'>,\n  changeId: string,\n  options: { stragglersOnly?: boolean } = {},\n): HolderPatch | null {\n  const facets = mapOf(contact[CONTACT_FACETS_FIELD]) as Record<string, Doc>\n  const captured = captureOrder(contact)\n  const next: Record<string, Doc | null> = {}\n  const current = (key: string): Doc | undefined =>\n    key in next ? (next[key] ?? undefined) : facets[key]\n  let combined = 0\n  let copied = 0\n  let figuresDropped = 0\n\n  const splits = plan.flows.filter(\n    (flow): flow is ConsentGroupHolderSplit =>\n      flow.kind === 'split' && !(options.stragglersOnly && flow.survives),\n  )\n  const copies: Array<{ key: string; facet: Doc }> = []\n  for (const split of splits) {\n    const source = facets[split.from]\n    if (!source || typeof source !== 'object') continue\n    if (\n      split.survives &&\n      split.successors.some(\n        (successor) => mapOf(facets[successor.key]?.[COPIED_BY_CHANGE_FIELD])[split.from] === changeId,\n      )\n    ) {\n      continue\n    }\n    const keyOf = (hostId: string) =>\n      split.stayHostIds.includes(hostId)\n        ? split.from\n        : (split.successors.find((successor) => successor.hostIds.includes(hostId))?.key ?? null)\n    let eligible = split.successors.filter((successor) =>\n      successor.hostIds.some((hostId) => captured.includes(hostId)),\n    )\n    if (!split.survives && !eligible.length) eligible = split.successors\n    const landing = [\n      ...new Set(\n        captured\n          .filter((hostId) => split.fromHostIds.includes(hostId))\n          .map(keyOf)\n          .filter((key): key is string => key !== null),\n      ),\n    ]\n    const figuresTo =\n      landing.length === 1 && landing[0] !== split.from && eligible.some((s) => s.key === landing[0])\n        ? landing[0]\n        : null\n    for (const successor of eligible) {\n      const copy: Doc = {\n        ...withoutFigures(source),\n        interactions: interactionsForGroup(\n          (source['interactions'] ?? []) as ContactInteraction[],\n          successor.hostIds,\n        ),\n        ...(successor.key === figuresTo ? figuresOf(source) : {}),\n      }\n      if (split.survives) copy[COPIED_BY_CHANGE_FIELD] = { [split.from]: changeId }\n      copies.push({ key: successor.key, facet: copy })\n    }\n    if (split.survives) {\n      if (figuresTo) next[split.from] = withoutFigures(current(split.from) ?? source)\n    } else {\n      next[split.from] = null\n      const figures = figuresOf(source)\n      if (!figuresTo && Object.keys(figures).some((field) => field !== 'lastEmailEngagementAtMs')) {\n        figuresDropped += 1\n      }\n    }\n  }\n\n  const moves = new Map<string, ConsentGroupHolderMove[]>()\n  for (const flow of plan.flows) {\n    if (flow.kind !== 'move' || !facets[flow.from]) continue\n    moves.set(flow.to, [...(moves.get(flow.to) ?? []), flow])\n  }\n  const metAt = (hostIds: readonly string[]) => {\n    const indexes = hostIds.map((hostId) => captured.indexOf(hostId)).filter((index) => index >= 0)\n    return indexes.length ? Math.min(...indexes) : Number.POSITIVE_INFINITY\n  }\n  for (const [target, sources] of moves) {\n    const ordered = [...sources].sort(\n      (a, b) => metAt(a.fromHostIds) - metAt(b.fromHostIds) || (a.from < b.from ? -1 : a.from > b.from ? 1 : 0),\n    )\n    let folded = current(target)\n    // A person is COMBINED when two or more records become one; a lone\n    // record under a new key is only moved.\n    if (ordered.length + (folded ? 1 : 0) >= 2) combined += 1\n    for (const source of ordered) {\n      const facet = facets[source.from]\n      folded = folded ? mergeContactFacet(folded, facet) : { ...facet }\n      next[source.from] = null\n    }\n    if (folded) next[target] = folded\n  }\n\n  for (const { key, facet } of copies) {\n    const existing = current(key)\n    const merged = existing ? mergeContactFacet(existing, facet) : facet\n    // The stamps are a union, never the survivor's alone: the merge keeps a\n    // map the survivor already has, and a lost stamp would copy again.\n    const stamps = {\n      ...mapOf(existing?.[COPIED_BY_CHANGE_FIELD]),\n      ...mapOf(facet[COPIED_BY_CHANGE_FIELD]),\n    }\n    if (Object.keys(stamps).length) merged[COPIED_BY_CHANGE_FIELD] = stamps\n    next[key] = merged\n    copied += 1\n  }\n\n  const keys = Object.keys(next)\n  if (!keys.length) return null\n\n  /*\n   * The company mirror follows the facets: an id that no facet names any\n   * more leaves it, and one a facet newly names joins it. Ids the mirror held\n   * without a facet naming them — links older than the facets — are left.\n   */\n  const named = (source: Record<string, Doc | null | undefined>) =>\n    new Set(\n      Object.values(source)\n        .map((facet) => (facet ? facet['companyId'] : null))\n        .filter((id): id is string => typeof id === 'string' && id !== ''),\n    )\n  const after: Record<string, Doc | null> = { ...facets, ...next }\n  const before = named(facets)\n  const now = named(after)\n  const mirror = Array.isArray(contact[CONTACT_COMPANY_IDS_FIELD])\n    ? (contact[CONTACT_COMPANY_IDS_FIELD] as unknown[]).filter(\n        (id): id is string => typeof id === 'string' && id !== '',\n      )\n    : []\n  const companyCounts: HolderPatch['companyCounts'] = []\n  const leaving = [...before].filter((id) => !now.has(id))\n  const joining = [...now].filter((id) => !before.has(id))\n  for (const id of leaving) if (mirror.includes(id)) companyCounts.push({ companyId: id, delta: -1 })\n  for (const id of joining) if (!mirror.includes(id)) companyCounts.push({ companyId: id, delta: 1 })\n\n  const patch: Doc = {}\n  for (const key of keys) {\n    patch[`${CONTACT_FACETS_FIELD}.${key}`] = next[key] === null ? FieldValue.delete() : next[key]\n  }\n  if (companyCounts.length) {\n    patch[CONTACT_COMPANY_IDS_FIELD] = [\n      ...mirror.filter((id) => !leaving.includes(id)),\n      ...joining.filter((id) => !mirror.includes(id)),\n    ]\n  }\n  patch['updatedAt'] = FieldValue.serverTimestamp()\n  return { patch, combined, copied, figuresDropped, companyCounts }\n}\n\n/**\n * The refusal `from` holds, carried onto `to` — or `null` when `to` already\n * refuses or `from` does not.\n */\nexport function planRefusalCarry(\n  contact: Doc,\n  carry: { toHostId: string; fromHostId: string },\n  changeId: string,\n): Doc | null {\n  const byHost = mapOf(contact[MARKETING_CONSENT_BY_HOST_FIELD])\n  const source = mapOf(byHost[carry.fromHostId])\n  if (source[MARKETING_CONSENT_FIELD] !== false) return null\n  const target = byHost[carry.toHostId]\n  if (mapOf(target)[MARKETING_CONSENT_FIELD] === false) return null\n  const entry: Doc = {\n    [MARKETING_CONSENT_FIELD]: false,\n    ...(source['marketingConsentAtMs'] !== undefined\n      ? { marketingConsentAtMs: source['marketingConsentAtMs'] }\n      : {}),\n    ...(source[MARKETING_CONSENT_SOURCE_FIELD] !== undefined\n      ? { [MARKETING_CONSENT_SOURCE_FIELD]: source[MARKETING_CONSENT_SOURCE_FIELD] }\n      : {}),\n    carriedFromHostId: carry.fromHostId,\n    carriedByChangeId: changeId,\n    ...(target && typeof target === 'object' ? { supersededEntry: target } : {}),\n  }\n  return {\n    [`${MARKETING_CONSENT_BY_HOST_FIELD}.${carry.toHostId}`]: entry,\n    updatedAt: FieldValue.serverTimestamp(),\n  }\n}\n\n/*==========================================\n * THE PASSES\n *=========================================*/\n\ninterface Cursor {\n  /** `refusals` walks the carries; `holders` walks every contact. */\n  stage: 'refusals' | 'holders'\n  /** The carry being walked, in `refusals`. */\n  carry: number\n  after: string | null\n}\n\nfunction readCursor(raw: string | null, first: Cursor['stage']): Cursor {\n  if (raw) {\n    try {\n      const parsed = JSON.parse(raw) as Cursor\n      if (parsed && (parsed.stage === 'refusals' || parsed.stage === 'holders')) return parsed\n    } catch {\n      // A cursor this participant did not write starts the phase over, which\n      // every pass is safe to do.\n    }\n  }\n  return { stage: first, carry: 0, after: null }\n}\n\nexport interface ConsentGroupParticipantOptions {\n  firestore?: () => FirebaseFirestore.Firestore\n  now?: () => number\n}\n\n/** One contact write, guarded by the read it was computed from. */\ninterface Pending {\n  snapshot: FirebaseFirestore.QueryDocumentSnapshot | FirebaseFirestore.DocumentSnapshot\n  patch: Doc\n  after?: () => Promise<void>\n}\n\n/**\n * Writes a page's patches, each with a `lastUpdateTime` precondition, and\n * recomputes the ones that raced once from a fresh read. Answers how many\n * were written.\n */\nasync function writeGuarded(\n  firestore: FirebaseFirestore.Firestore,\n  pending: Pending[],\n  recompute: (snapshot: FirebaseFirestore.DocumentSnapshot) => Pending | null,\n): Promise<number> {\n  let written = 0\n  let due = pending\n  for (let round = 0; round < 2 && due.length; round += 1) {\n    const writer = firestore.bulkWriter()\n    const outcomes = due.map((entry) =>\n      writer\n        .update(entry.snapshot.ref, entry.patch, {\n          lastUpdateTime: entry.snapshot.updateTime as FirebaseFirestore.Timestamp,\n        })\n        .then(\n          () => ({ entry, error: null as unknown }),\n          (error: unknown) => ({ entry, error: error ?? new Error('The write failed') }),\n        ),\n    )\n    await writer.close()\n    const raced: Pending[] = []\n    for (const { entry, error } of await Promise.all(outcomes)) {\n      if (error === null) {\n        written += 1\n        await entry.after?.()\n        continue\n      }\n      const code = codeOf(error)\n      if (code === undefined || !RACED.has(code)) throw error\n      raced.push(entry)\n    }\n    if (!raced.length) return written\n    const fresh = await firestore.getAll(...raced.map((entry) => entry.snapshot.ref))\n    due = fresh\n      .filter((snapshot) => snapshot.exists)\n      .map(recompute)\n      .filter((entry): entry is Pending => entry !== null)\n  }\n  if (due.length) {\n    throw new Error(`[crm] ${due.length} contact(s) kept changing under the consent group change`)\n  }\n  return written\n}\n\n/**\n * The CRM's participant. `firestore` and `now` are injectable for the specs;\n * the defaults are the Admin SDK's and the wall clock.\n */\nexport function createConsentGroupParticipant(\n  options: ConsentGroupParticipantOptions = {},\n): ConsentGroupChangeParticipant {\n  const db = () => (options.firestore ?? (() => firebaseAdmin.app().firestore()))()\n  const now = options.now ?? Date.now\n  const contactsOf = (orgId: string) => db().collection('orgs').doc(orgId).collection('contacts')\n\n  async function countOf(query: FirebaseFirestore.Query): Promise<number> {\n    return Number((await query.count().get()).data().count) || 0\n  }\n\n  /** One page of one carry's refusals. */\n  async function refusalPage(\n    request: ConsentGroupChangeRunRequest,\n    cursor: Cursor,\n    counts: Record<string, number>,\n  ): Promise<Cursor | null> {\n    const carries = request.plan.carries\n    if (cursor.carry >= carries.length) return null\n    const carry = carries[cursor.carry]\n    let query = contactsOf(request.orgId)\n      .where(`${MARKETING_CONSENT_BY_HOST_FIELD}.${carry.fromHostId}.${MARKETING_CONSENT_FIELD}`, '==', false)\n      .orderBy(FieldPath.documentId())\n      .limit(REFUSAL_PAGE)\n    if (cursor.after) query = query.startAfter(cursor.after)\n    const page = await query.get()\n    const plan = (snapshot: FirebaseFirestore.DocumentSnapshot): Pending | null => {\n      const patch = planRefusalCarry((snapshot.data() ?? {}) as Doc, carry, request.changeId)\n      return patch ? { snapshot, patch } : null\n    }\n    const pending = page.docs.map(plan).filter((entry): entry is Pending => entry !== null)\n    counts['refusals'] = (counts['refusals'] ?? 0) +\n      (request.dryRun ? pending.length : await writeGuarded(db(), pending, plan))\n    if (page.size < REFUSAL_PAGE) return { stage: 'refusals', carry: cursor.carry + 1, after: null }\n    return { stage: 'refusals', carry: cursor.carry, after: page.docs[page.docs.length - 1].id }\n  }\n\n  /** One page of the holder pass over every contact. */\n  async function holderPage(\n    request: ConsentGroupChangeRunRequest,\n    cursor: Cursor,\n    counts: Record<string, number>,\n  ): Promise<Cursor | null> {\n    let query = contactsOf(request.orgId).orderBy(FieldPath.documentId()).limit(HOLDER_PAGE)\n    if (cursor.after) query = query.startAfter(cursor.after)\n    const page = await query.get()\n    const companies = db().collection('orgs').doc(request.orgId).collection(CRM_COLLECTIONS.companies)\n    const stragglersOnly = request.phase === 'sweep'\n    const tally = { combined: 0, copied: 0, figuresDropped: 0 }\n    const count = (planned: HolderPatch) => {\n      tally.combined += planned.combined\n      tally.copied += planned.copied\n      tally.figuresDropped += planned.figuresDropped\n    }\n    const plan = (snapshot: FirebaseFirestore.DocumentSnapshot): (Pending & { planned: HolderPatch }) | null => {\n      const planned = planHolderRecords((snapshot.data() ?? {}) as Doc, request.plan, request.changeId, {\n        stragglersOnly,\n      })\n      if (!planned) return null\n      return {\n        snapshot,\n        planned,\n        patch: planned.patch,\n        after: async () => {\n          count(planned)\n          // The holders moved, and with them the facet keys the Contacts\n          // list filters by (AGL-3321).\n          await restampCrmListFieldsAt(snapshot.ref, 'contacts')\n          // A count that could not move is logged and left: the company's own\n          // page takes the live aggregate, which corrects it.\n          await Promise.all(\n            planned.companyCounts.map((change) =>\n              companies\n                .doc(change.companyId)\n                .update({ [COMPANY_CONTACTS_COUNT_FIELD]: FieldValue.increment(change.delta) })\n                .catch((error: unknown) => {\n                  console.error('[crm] company contacts count could not move', change.companyId, error)\n                }),\n            ),\n          )\n        },\n      }\n    }\n    const pending = page.docs\n      .map(plan)\n      .filter((entry): entry is Pending & { planned: HolderPatch } => entry !== null)\n    if (request.dryRun) for (const entry of pending) count(entry.planned)\n    else await writeGuarded(db(), pending, plan)\n    counts['combined'] = (counts['combined'] ?? 0) + tally.combined\n    counts['copied'] = (counts['copied'] ?? 0) + tally.copied\n    counts['figuresDropped'] = (counts['figuresDropped'] ?? 0) + tally.figuresDropped\n    if (page.size < HOLDER_PAGE) return null\n    return { stage: 'holders', carry: 0, after: page.docs[page.docs.length - 1].id }\n  }\n\n  return {\n    async run(request): Promise<ConsentGroupChangeRunResult> {\n      const counts: Record<string, number> = {}\n      const hasHolderFlows = request.plan.flows.length > 0\n      // `carry` walks the refusals; `rehome` the holders; `sweep` both.\n      let cursor: Cursor | null = readCursor(\n        request.cursor,\n        request.phase === 'rehome' ? 'holders' : 'refusals',\n      )\n      while (cursor && now() < request.deadlineMs) {\n        if (cursor.stage === 'refusals') {\n          const next: Cursor | null = await refusalPage(request, cursor, counts)\n          cursor =\n            next ??\n            (request.phase === 'sweep' && hasHolderFlows\n              ? { stage: 'holders', carry: 0, after: null }\n              : null)\n          continue\n        }\n        cursor = hasHolderFlows ? await holderPage(request, cursor, counts) : null\n      }\n      return { done: cursor === null, cursor: cursor ? JSON.stringify(cursor) : null, counts }\n    },\n\n    async preview({ orgId, plan }): Promise<ConsentGroupChangePreviewLine[]> {\n      const contacts = contactsOf(orgId)\n      const lines: ConsentGroupChangePreviewLine[] = []\n      const moves = plan.flows.filter((flow): flow is ConsentGroupHolderMove => flow.kind === 'move')\n      const splits = plan.flows.filter((flow): flow is ConsentGroupHolderSplit => flow.kind === 'split')\n      const people = (count: number | null) => (count === 1 ? 'person' : 'people')\n      const figure = (count: number | null) => (count === null ? 'some' : String(count))\n\n      /*\n       * `crm.combine`: the people whose records under two or more of the\n       * folding keys become one. No aggregation can ask \"two or more\", so the\n       * records under each source key are read — bounded, and `null` past\n       * the bound — and put through the same fold the re-home runs.\n       */\n      if (moves.length) {\n        const seen = new Map<string, Doc>()\n        let bounded = true\n        for (const move of moves) {\n          const page = await contacts\n            .where(`${CONTACT_FACETS_FIELD}.${move.from}`, '!=', null)\n            .limit(PREVIEW_SCAN_LIMIT + 1)\n            .get()\n          if (page.size > PREVIEW_SCAN_LIMIT) bounded = false\n          for (const doc of page.docs) seen.set(doc.id, (doc.data() ?? {}) as Doc)\n        }\n        const combine = bounded\n          ? [...seen.values()].reduce(\n              (total, contact) =>\n                total + (planHolderRecords(contact, { flows: moves }, '')?.combined ?? 0),\n              0,\n            )\n          : null\n        lines.push({\n          id: 'crm.combine',\n          text: `The CRM records these sites keep about the same person will be combined for ${figure(combine)} ${people(combine)}.`,\n          count: combine,\n          severity: 'info',\n        })\n      }\n\n      if (splits.length) {\n        /*\n         * `crm.copy`: the people a separating site takes a copy for. When the\n         * key survives, those are the people the separating sites met\n         * themselves; when it dissolves, everybody it holds, since a record\n         * nobody met goes to every successor.\n         */\n        let copy = 0\n        for (const split of splits) {\n          if (!split.survives) {\n            copy += await countOf(contacts.where(`${CONTACT_FACETS_FIELD}.${split.from}`, '!=', null))\n            continue\n          }\n          const leavers = split.successors.flatMap((successor) => successor.hostIds)\n          for (let index = 0; index < leavers.length; index += 30) {\n            copy += await countOf(\n              contacts.where(CAPTURED_BY_HOST_FIELD, 'array-contains-any', leavers.slice(index, index + 30)),\n            )\n          }\n        }\n        lines.push({\n          id: 'crm.copy',\n          text: `The separating sites keep a copy of the CRM record for the ${copy} ${people(copy)} they met themselves.`,\n          count: copy,\n          severity: 'info',\n        })\n\n        /*\n         * `crm.grants` and `crm.visibility`, per separating site: the people\n         * who signed up to the group through it and still hold that grant,\n         * and the people it can see without having met them.\n         */\n        let grants = 0\n        let visible = 0\n        for (const split of splits) {\n          for (const hostId of split.successors.flatMap((successor) => successor.hostIds)) {\n            grants += await countOf(\n              contacts\n                .where(`${MARKETING_CONSENT_BY_HOST_FIELD}.${hostId}.${CONSENT_GROUP_ID_FIELD}`, '==', split.from)\n                .where(`${MARKETING_CONSENT_BY_HOST_FIELD}.${hostId}.${MARKETING_CONSENT_FIELD}`, '==', true),\n            )\n            const seen = await countOf(contacts.where('visibleTo', 'array-contains', `host:${hostId}`))\n            const met = await countOf(contacts.where(CAPTURED_BY_HOST_FIELD, 'array-contains', hostId))\n            visible += Math.max(0, seen - met)\n          }\n        }\n        lines.push({\n          id: 'crm.grants',\n          text: `The separating sites can still email the ${grants} ${people(grants)} who signed up to the group while they were part of it.`,\n          count: grants,\n          severity: 'info',\n        })\n        lines.push({\n          id: 'crm.visibility',\n          text: `The separating sites will still see ${visible} ${people(visible)} they met only through the group's other sites, without their CRM details.`,\n          count: visible,\n          severity: 'info',\n        })\n\n        /*\n         * `crm.figures`: on a dissolve, the people whose order totals cannot\n         * follow one site and are dropped. Read like the combine — the people\n         * with orders under the key, bounded — and decided by the same split.\n         */\n        const dissolving = splits.filter((split) => !split.survives)\n        if (dissolving.length) {\n          let figures: number | null = 0\n          for (const split of dissolving) {\n            const page = await contacts\n              .where(`${CONTACT_FACETS_FIELD}.${split.from}.ordersCount`, '>', 0)\n              .limit(PREVIEW_SCAN_LIMIT + 1)\n              .get()\n            if (page.size > PREVIEW_SCAN_LIMIT || figures === null) {\n              figures = null\n              continue\n            }\n            for (const doc of page.docs) {\n              figures +=\n                planHolderRecords((doc.data() ?? {}) as Doc, { flows: [split] }, '')?.figuresDropped ?? 0\n            }\n          }\n          lines.push({\n            id: 'crm.figures',\n            text: `Order totals for ${figure(figures)} ${people(figures)} who bought on more than one of these sites can't be split and will be removed.`,\n            count: figures,\n            severity: 'warning',\n          })\n        }\n      }\n\n      /*\n       * `crm.refusals`: the refusals C4 would write — each separating pair's\n       * declined consents, less the ones the receiving site already holds.\n       */\n      if (plan.carries.length) {\n        let refusals = 0\n        for (const carry of plan.carries) {\n          const declined = (hostId: string) =>\n            `${MARKETING_CONSENT_BY_HOST_FIELD}.${hostId}.${MARKETING_CONSENT_FIELD}`\n          const from = contacts.where(declined(carry.fromHostId), '==', false)\n          refusals += Math.max(\n            0,\n            (await countOf(from)) - (await countOf(from.where(declined(carry.toHostId), '==', false))),\n          )\n        }\n        lines.push({\n          id: 'crm.refusals',\n          text: `${refusals} declined ${refusals === 1 ? 'consent' : 'consents'} will be copied to the sites that separate.`,\n          count: refusals,\n          severity: 'info',\n        })\n      }\n      return lines\n    },\n\n    summarize: summarizeConsentGroupChange,\n  }\n}\n\n/** The participant the CRM registers, on the Admin SDK and the wall clock. */\nexport const consentGroupParticipant = 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/consent-group-participant.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * THE CRM'S SHARE OF A CONSENT GROUP CHANGE (AGL-3320).\n *\n * Two things the CRM keeps are read through the CURRENT consent group, so a\n * change to the declaration moves under them unless they move too:\n *\n *  - **C4 — a contact's per-site refusal.** `marketingConsentByHost.{site}`\n *    holding `marketingConsent: false` refuses mail from every site of that\n *    site's group (`readMarketingBasis`). When two sites stop being one\n *    sender, each keeps the refusals the other held: the refusal is written\n *    onto the receiving site's entry by dotted path, with the one it\n *    replaced kept as `supersededEntry`. A refusal is carried whenever it was\n *    given — over-carrying is the safe direction — and one the receiving site\n *    already holds is left alone. Only contacts carry per-site refusals;\n *    leads and list memberships carry grants alone.\n *  - **The holder records**, `facets.{groupId}` — a profile, an owner, a\n *    stage, notes, order figures and a timeline, keyed by the group that\n *    keeps them. Every writer keys by the declaration in force, so after the\n *    flip a site's records must be under its new key:\n *     - a MOVE folds every old key's facet into the new key's, with the\n *       existing target first and then the sources in the order the person\n *       met their sites, through `mergeContactFacet` — the survivor's\n *       values win, lists union, figures sum — and deletes each source in\n *       the same write, so a figure is summed exactly once;\n *     - a SPLIT copies the facet, without its figures and with only the\n *       timeline entries of the successor's own sites, to each successor\n *       that met the person itself, merged under whatever the successor\n *       already holds. The figures follow the capture only when every site\n *       that met the person lands under one key; otherwise they stay with the\n *       surviving key, or — when the key dissolves — are dropped and counted.\n *\n * ## Run twice, write once\n *\n * The executor runs `carry` before the flip and again as the catch-up, and\n * the sweep runs everything once more. A carried refusal is skipped once the\n * receiving entry refuses; a MOVE or a dissolving SPLIT deletes its source in\n * the write that folds it, so a second pass finds nothing — except a\n * straggler a long job wrote under the old key after the first pass, which is\n * exactly what the sweep exists to fold in. A SPLIT whose key survives stays\n * a live key, so each copy is stamped with the change that made it\n * (`copiedByChange`), and a pass that finds the stamp does not copy again.\n */\n\nimport { mergeContactFacet } from '../model/contact-merge'\nimport type {\n  ConsentGroupChangePlan,\n  ConsentGroupChangePreviewLine,\n  ConsentGroupHolderMove,\n  ConsentGroupHolderSplit,\n} from '@aglyn/aglyn/app-utils/consent-group-change'\nimport {\n  CONTACT_FACETS_FIELD,\n  type ContactInteraction,\n  interactionsForGroup,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  COMPANY_CONTACTS_COUNT_FIELD,\n  CONTACT_COMPANY_IDS_FIELD,\n  CRM_COLLECTIONS,\n} from '@aglyn/aglyn/app-utils/crm'\nimport {\n  CAPTURED_BY_HOST_FIELD,\n  CONSENT_GROUP_ID_FIELD,\n  MARKETING_CONSENT_BY_HOST_FIELD,\n  MARKETING_CONSENT_FIELD,\n  MARKETING_CONSENT_SOURCE_FIELD,\n} from '@aglyn/aglyn/app-utils/marketing-consent'\nimport type {\n  ConsentGroupChangeParticipant,\n  ConsentGroupChangeRunRequest,\n  ConsentGroupChangeRunResult,\n} from '@aglyn/aglyn/plugin-manager/plugin-consent-group-change'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin/server/firebase-admin'\nimport { restampCrmListFieldsAt } from '@aglyn/tenant-data-admin/server/crm-records'\nimport { FieldPath, FieldValue } from 'firebase-admin/firestore'\nimport { summarizeConsentGroupChange } from '../model/consent-group-summary'\n\n/** Contacts one page of the refusal carry reads. */\nexport const REFUSAL_PAGE = 300\n\n/** Contacts one page of the holder pass reads. */\nexport const HOLDER_PAGE = 200\n\n/**\n * The most records a preview reads to answer a count no aggregation can:\n * past it, the line says so with a `null` count rather than guess.\n */\nexport const PREVIEW_SCAN_LIMIT = 5_000\n\n/**\n * The figures a facet sums, and the instants that go with them — what\n * `mergeContactFacet` adds up or takes the earliest or latest of. A split\n * cannot divide one person's purchases between two holders, so a copy\n * leaves them behind.\n */\nexport const HOLDER_FIGURE_FIELDS = [\n  'ltvCents',\n  'ordersCount',\n  'refundedCents',\n  'refundedOrdersCount',\n  'firstPurchaseAtMs',\n  'lastPurchaseAtMs',\n  'lastRefundAtMs',\n  'lastEmailEngagementAtMs',\n] as const\n\n/** The stamp a split's copy carries: `{ [sourceKey]: changeId }`. */\nexport const COPIED_BY_CHANGE_FIELD = 'copiedByChange'\n\ntype Doc = Record<string, unknown>\n\n/** The error codes that mean the contact was written since it was read. */\nconst RACED = new Set([5, 9])\nconst codeOf = (error: unknown): number | undefined => (error as { code?: number } | null)?.code\n\nfunction mapOf(value: unknown): Doc {\n  return value && typeof value === 'object' && !Array.isArray(value) ? (value as Doc) : {}\n}\n\n/** The sites that met this person, in the order they did — then the legacy `hostId`. */\nfunction captureOrder(contact: Doc): string[] {\n  const raw = contact[CAPTURED_BY_HOST_FIELD]\n  const ordered = Array.isArray(raw)\n    ? raw.map((id) => String(id ?? '').trim()).filter(Boolean)\n    : []\n  const legacy = typeof contact['hostId'] === 'string' ? (contact['hostId'] as string) : ''\n  return legacy && !ordered.includes(legacy) ? [...ordered, legacy] : ordered\n}\n\nfunction withoutFigures(facet: Doc): Doc {\n  const out: Doc = { ...facet }\n  for (const field of HOLDER_FIGURE_FIELDS) delete out[field]\n  return out\n}\n\nfunction figuresOf(facet: Doc): Doc {\n  const out: Doc = {}\n  for (const field of HOLDER_FIGURE_FIELDS) {\n    if (field in facet) out[field] = facet[field]\n  }\n  return out\n}\n\n/** What one contact's holder records become, as a dotted `update()` patch. */\nexport interface HolderPatch {\n  patch: Doc\n  combined: number\n  copied: number\n  figuresDropped: number\n  /** Each company whose contacts count moves, by how much. */\n  companyCounts: Array<{ companyId: string; delta: 1 | -1 }>\n}\n\n/**\n * The holder records of one contact after the plan's flows — or `null` when\n * nothing moves.\n *\n * `stragglersOnly` is the sweep: only the flows that delete their source\n * (MOVE, and a SPLIT whose key dissolves) run, because only those can have\n * left anything behind that a later writer recreated. A key that survived a\n * split is a live key after the flip, and its new writes belong to it.\n */\nexport function planHolderRecords(\n  contact: Doc,\n  plan: Pick<ConsentGroupChangePlan, 'flows'>,\n  changeId: string,\n  options: { stragglersOnly?: boolean } = {},\n): HolderPatch | null {\n  const facets = mapOf(contact[CONTACT_FACETS_FIELD]) as Record<string, Doc>\n  const captured = captureOrder(contact)\n  const next: Record<string, Doc | null> = {}\n  const current = (key: string): Doc | undefined =>\n    key in next ? (next[key] ?? undefined) : facets[key]\n  let combined = 0\n  let copied = 0\n  let figuresDropped = 0\n\n  const splits = plan.flows.filter(\n    (flow): flow is ConsentGroupHolderSplit =>\n      flow.kind === 'split' && !(options.stragglersOnly && flow.survives),\n  )\n  const copies: Array<{ key: string; facet: Doc }> = []\n  for (const split of splits) {\n    const source = facets[split.from]\n    if (!source || typeof source !== 'object') continue\n    if (\n      split.survives &&\n      split.successors.some(\n        (successor) => mapOf(facets[successor.key]?.[COPIED_BY_CHANGE_FIELD])[split.from] === changeId,\n      )\n    ) {\n      continue\n    }\n    const keyOf = (hostId: string) =>\n      split.stayHostIds.includes(hostId)\n        ? split.from\n        : (split.successors.find((successor) => successor.hostIds.includes(hostId))?.key ?? null)\n    let eligible = split.successors.filter((successor) =>\n      successor.hostIds.some((hostId) => captured.includes(hostId)),\n    )\n    if (!split.survives && !eligible.length) eligible = split.successors\n    const landing = [\n      ...new Set(\n        captured\n          .filter((hostId) => split.fromHostIds.includes(hostId))\n          .map(keyOf)\n          .filter((key): key is string => key !== null),\n      ),\n    ]\n    const figuresTo =\n      landing.length === 1 && landing[0] !== split.from && eligible.some((s) => s.key === landing[0])\n        ? landing[0]\n        : null\n    for (const successor of eligible) {\n      const copy: Doc = {\n        ...withoutFigures(source),\n        interactions: interactionsForGroup(\n          (source['interactions'] ?? []) as ContactInteraction[],\n          successor.hostIds,\n        ),\n        ...(successor.key === figuresTo ? figuresOf(source) : {}),\n      }\n      if (split.survives) copy[COPIED_BY_CHANGE_FIELD] = { [split.from]: changeId }\n      copies.push({ key: successor.key, facet: copy })\n    }\n    if (split.survives) {\n      if (figuresTo) next[split.from] = withoutFigures(current(split.from) ?? source)\n    } else {\n      next[split.from] = null\n      const figures = figuresOf(source)\n      if (!figuresTo && Object.keys(figures).some((field) => field !== 'lastEmailEngagementAtMs')) {\n        figuresDropped += 1\n      }\n    }\n  }\n\n  const moves = new Map<string, ConsentGroupHolderMove[]>()\n  for (const flow of plan.flows) {\n    if (flow.kind !== 'move' || !facets[flow.from]) continue\n    moves.set(flow.to, [...(moves.get(flow.to) ?? []), flow])\n  }\n  const metAt = (hostIds: readonly string[]) => {\n    const indexes = hostIds.map((hostId) => captured.indexOf(hostId)).filter((index) => index >= 0)\n    return indexes.length ? Math.min(...indexes) : Number.POSITIVE_INFINITY\n  }\n  for (const [target, sources] of moves) {\n    const ordered = [...sources].sort(\n      (a, b) => metAt(a.fromHostIds) - metAt(b.fromHostIds) || (a.from < b.from ? -1 : a.from > b.from ? 1 : 0),\n    )\n    let folded = current(target)\n    // A person is COMBINED when two or more records become one; a lone\n    // record under a new key is only moved.\n    if (ordered.length + (folded ? 1 : 0) >= 2) combined += 1\n    for (const source of ordered) {\n      const facet = facets[source.from]\n      folded = folded ? mergeContactFacet(folded, facet) : { ...facet }\n      next[source.from] = null\n    }\n    if (folded) next[target] = folded\n  }\n\n  for (const { key, facet } of copies) {\n    const existing = current(key)\n    const merged = existing ? mergeContactFacet(existing, facet) : facet\n    // The stamps are a union, never the survivor's alone: the merge keeps a\n    // map the survivor already has, and a lost stamp would copy again.\n    const stamps = {\n      ...mapOf(existing?.[COPIED_BY_CHANGE_FIELD]),\n      ...mapOf(facet[COPIED_BY_CHANGE_FIELD]),\n    }\n    if (Object.keys(stamps).length) merged[COPIED_BY_CHANGE_FIELD] = stamps\n    next[key] = merged\n    copied += 1\n  }\n\n  const keys = Object.keys(next)\n  if (!keys.length) return null\n\n  /*\n   * The company mirror follows the facets: an id that no facet names any\n   * more leaves it, and one a facet newly names joins it. Ids the mirror held\n   * without a facet naming them — links older than the facets — are left.\n   */\n  const named = (source: Record<string, Doc | null | undefined>) =>\n    new Set(\n      Object.values(source)\n        .map((facet) => (facet ? facet['companyId'] : null))\n        .filter((id): id is string => typeof id === 'string' && id !== ''),\n    )\n  const after: Record<string, Doc | null> = { ...facets, ...next }\n  const before = named(facets)\n  const now = named(after)\n  const mirror = Array.isArray(contact[CONTACT_COMPANY_IDS_FIELD])\n    ? (contact[CONTACT_COMPANY_IDS_FIELD] as unknown[]).filter(\n        (id): id is string => typeof id === 'string' && id !== '',\n      )\n    : []\n  const companyCounts: HolderPatch['companyCounts'] = []\n  const leaving = [...before].filter((id) => !now.has(id))\n  const joining = [...now].filter((id) => !before.has(id))\n  for (const id of leaving) if (mirror.includes(id)) companyCounts.push({ companyId: id, delta: -1 })\n  for (const id of joining) if (!mirror.includes(id)) companyCounts.push({ companyId: id, delta: 1 })\n\n  const patch: Doc = {}\n  for (const key of keys) {\n    patch[`${CONTACT_FACETS_FIELD}.${key}`] = next[key] === null ? FieldValue.delete() : next[key]\n  }\n  if (companyCounts.length) {\n    patch[CONTACT_COMPANY_IDS_FIELD] = [\n      ...mirror.filter((id) => !leaving.includes(id)),\n      ...joining.filter((id) => !mirror.includes(id)),\n    ]\n  }\n  patch['updatedAt'] = FieldValue.serverTimestamp()\n  return { patch, combined, copied, figuresDropped, companyCounts }\n}\n\n/**\n * The refusal `from` holds, carried onto `to` — or `null` when `to` already\n * refuses or `from` does not.\n */\nexport function planRefusalCarry(\n  contact: Doc,\n  carry: { toHostId: string; fromHostId: string },\n  changeId: string,\n): Doc | null {\n  const byHost = mapOf(contact[MARKETING_CONSENT_BY_HOST_FIELD])\n  const source = mapOf(byHost[carry.fromHostId])\n  if (source[MARKETING_CONSENT_FIELD] !== false) return null\n  const target = byHost[carry.toHostId]\n  if (mapOf(target)[MARKETING_CONSENT_FIELD] === false) return null\n  const entry: Doc = {\n    [MARKETING_CONSENT_FIELD]: false,\n    ...(source['marketingConsentAtMs'] !== undefined\n      ? { marketingConsentAtMs: source['marketingConsentAtMs'] }\n      : {}),\n    ...(source[MARKETING_CONSENT_SOURCE_FIELD] !== undefined\n      ? { [MARKETING_CONSENT_SOURCE_FIELD]: source[MARKETING_CONSENT_SOURCE_FIELD] }\n      : {}),\n    carriedFromHostId: carry.fromHostId,\n    carriedByChangeId: changeId,\n    ...(target && typeof target === 'object' ? { supersededEntry: target } : {}),\n  }\n  return {\n    [`${MARKETING_CONSENT_BY_HOST_FIELD}.${carry.toHostId}`]: entry,\n    updatedAt: FieldValue.serverTimestamp(),\n  }\n}\n\n/*==========================================\n * THE PASSES\n *=========================================*/\n\ninterface Cursor {\n  /** `refusals` walks the carries; `holders` walks every contact. */\n  stage: 'refusals' | 'holders'\n  /** The carry being walked, in `refusals`. */\n  carry: number\n  after: string | null\n}\n\nfunction readCursor(raw: string | null, first: Cursor['stage']): Cursor {\n  if (raw) {\n    try {\n      const parsed = JSON.parse(raw) as Cursor\n      if (parsed && (parsed.stage === 'refusals' || parsed.stage === 'holders')) return parsed\n    } catch {\n      // A cursor this participant did not write starts the phase over, which\n      // every pass is safe to do.\n    }\n  }\n  return { stage: first, carry: 0, after: null }\n}\n\nexport interface ConsentGroupParticipantOptions {\n  firestore?: () => FirebaseFirestore.Firestore\n  now?: () => number\n}\n\n/** One contact write, guarded by the read it was computed from. */\ninterface Pending {\n  snapshot: FirebaseFirestore.QueryDocumentSnapshot | FirebaseFirestore.DocumentSnapshot\n  patch: Doc\n  after?: () => Promise<void>\n}\n\n/**\n * Writes a page's patches, each with a `lastUpdateTime` precondition, and\n * recomputes the ones that raced once from a fresh read. Answers how many\n * were written.\n */\nasync function writeGuarded(\n  firestore: FirebaseFirestore.Firestore,\n  pending: Pending[],\n  recompute: (snapshot: FirebaseFirestore.DocumentSnapshot) => Pending | null,\n): Promise<number> {\n  let written = 0\n  let due = pending\n  for (let round = 0; round < 2 && due.length; round += 1) {\n    const writer = firestore.bulkWriter()\n    const outcomes = due.map((entry) =>\n      writer\n        .update(entry.snapshot.ref, entry.patch, {\n          lastUpdateTime: entry.snapshot.updateTime as FirebaseFirestore.Timestamp,\n        })\n        .then(\n          () => ({ entry, error: null as unknown }),\n          (error: unknown) => ({ entry, error: error ?? new Error('The write failed') }),\n        ),\n    )\n    await writer.close()\n    const raced: Pending[] = []\n    for (const { entry, error } of await Promise.all(outcomes)) {\n      if (error === null) {\n        written += 1\n        await entry.after?.()\n        continue\n      }\n      const code = codeOf(error)\n      if (code === undefined || !RACED.has(code)) throw error\n      raced.push(entry)\n    }\n    if (!raced.length) return written\n    const fresh = await firestore.getAll(...raced.map((entry) => entry.snapshot.ref))\n    due = fresh\n      .filter((snapshot) => snapshot.exists)\n      .map(recompute)\n      .filter((entry): entry is Pending => entry !== null)\n  }\n  if (due.length) {\n    throw new Error(`[crm] ${due.length} contact(s) kept changing under the consent group change`)\n  }\n  return written\n}\n\n/**\n * The CRM's participant. `firestore` and `now` are injectable for the specs;\n * the defaults are the Admin SDK's and the wall clock.\n */\nexport function createConsentGroupParticipant(\n  options: ConsentGroupParticipantOptions = {},\n): ConsentGroupChangeParticipant {\n  const db = () => (options.firestore ?? (() => firebaseAdmin.app().firestore()))()\n  const now = options.now ?? Date.now\n  const contactsOf = (orgId: string) => db().collection('orgs').doc(orgId).collection('contacts')\n\n  async function countOf(query: FirebaseFirestore.Query): Promise<number> {\n    return Number((await query.count().get()).data().count) || 0\n  }\n\n  /** One page of one carry's refusals. */\n  async function refusalPage(\n    request: ConsentGroupChangeRunRequest,\n    cursor: Cursor,\n    counts: Record<string, number>,\n  ): Promise<Cursor | null> {\n    const carries = request.plan.carries\n    if (cursor.carry >= carries.length) return null\n    const carry = carries[cursor.carry]\n    let query = contactsOf(request.orgId)\n      .where(`${MARKETING_CONSENT_BY_HOST_FIELD}.${carry.fromHostId}.${MARKETING_CONSENT_FIELD}`, '==', false)\n      .orderBy(FieldPath.documentId())\n      .limit(REFUSAL_PAGE)\n    if (cursor.after) query = query.startAfter(cursor.after)\n    const page = await query.get()\n    const plan = (snapshot: FirebaseFirestore.DocumentSnapshot): Pending | null => {\n      const patch = planRefusalCarry((snapshot.data() ?? {}) as Doc, carry, request.changeId)\n      return patch ? { snapshot, patch } : null\n    }\n    const pending = page.docs.map(plan).filter((entry): entry is Pending => entry !== null)\n    counts['refusals'] = (counts['refusals'] ?? 0) +\n      (request.dryRun ? pending.length : await writeGuarded(db(), pending, plan))\n    if (page.size < REFUSAL_PAGE) return { stage: 'refusals', carry: cursor.carry + 1, after: null }\n    return { stage: 'refusals', carry: cursor.carry, after: page.docs[page.docs.length - 1].id }\n  }\n\n  /** One page of the holder pass over every contact. */\n  async function holderPage(\n    request: ConsentGroupChangeRunRequest,\n    cursor: Cursor,\n    counts: Record<string, number>,\n  ): Promise<Cursor | null> {\n    let query = contactsOf(request.orgId).orderBy(FieldPath.documentId()).limit(HOLDER_PAGE)\n    if (cursor.after) query = query.startAfter(cursor.after)\n    const page = await query.get()\n    const companies = db().collection('orgs').doc(request.orgId).collection(CRM_COLLECTIONS.companies)\n    const stragglersOnly = request.phase === 'sweep'\n    const tally = { combined: 0, copied: 0, figuresDropped: 0 }\n    const count = (planned: HolderPatch) => {\n      tally.combined += planned.combined\n      tally.copied += planned.copied\n      tally.figuresDropped += planned.figuresDropped\n    }\n    const plan = (snapshot: FirebaseFirestore.DocumentSnapshot): (Pending & { planned: HolderPatch }) | null => {\n      const planned = planHolderRecords((snapshot.data() ?? {}) as Doc, request.plan, request.changeId, {\n        stragglersOnly,\n      })\n      if (!planned) return null\n      return {\n        snapshot,\n        planned,\n        patch: planned.patch,\n        after: async () => {\n          count(planned)\n          // The holders moved, and with them the facet keys the Contacts\n          // list filters by (AGL-3321).\n          await restampCrmListFieldsAt(snapshot.ref, 'contacts')\n          // A count that could not move is logged and left: the company's own\n          // page takes the live aggregate, which corrects it.\n          await Promise.all(\n            planned.companyCounts.map((change) =>\n              companies\n                .doc(change.companyId)\n                .update({ [COMPANY_CONTACTS_COUNT_FIELD]: FieldValue.increment(change.delta) })\n                .catch((error: unknown) => {\n                  console.error('[crm] company contacts count could not move', change.companyId, error)\n                }),\n            ),\n          )\n        },\n      }\n    }\n    const pending = page.docs\n      .map(plan)\n      .filter((entry): entry is Pending & { planned: HolderPatch } => entry !== null)\n    if (request.dryRun) for (const entry of pending) count(entry.planned)\n    else await writeGuarded(db(), pending, plan)\n    counts['combined'] = (counts['combined'] ?? 0) + tally.combined\n    counts['copied'] = (counts['copied'] ?? 0) + tally.copied\n    counts['figuresDropped'] = (counts['figuresDropped'] ?? 0) + tally.figuresDropped\n    if (page.size < HOLDER_PAGE) return null\n    return { stage: 'holders', carry: 0, after: page.docs[page.docs.length - 1].id }\n  }\n\n  return {\n    async run(request): Promise<ConsentGroupChangeRunResult> {\n      const counts: Record<string, number> = {}\n      const hasHolderFlows = request.plan.flows.length > 0\n      // `carry` walks the refusals; `rehome` the holders; `sweep` both.\n      let cursor: Cursor | null = readCursor(\n        request.cursor,\n        request.phase === 'rehome' ? 'holders' : 'refusals',\n      )\n      while (cursor && now() < request.deadlineMs) {\n        if (cursor.stage === 'refusals') {\n          const next: Cursor | null = await refusalPage(request, cursor, counts)\n          cursor =\n            next ??\n            (request.phase === 'sweep' && hasHolderFlows\n              ? { stage: 'holders', carry: 0, after: null }\n              : null)\n          continue\n        }\n        cursor = hasHolderFlows ? await holderPage(request, cursor, counts) : null\n      }\n      return { done: cursor === null, cursor: cursor ? JSON.stringify(cursor) : null, counts }\n    },\n\n    async preview({ orgId, plan }): Promise<ConsentGroupChangePreviewLine[]> {\n      const contacts = contactsOf(orgId)\n      const lines: ConsentGroupChangePreviewLine[] = []\n      const moves = plan.flows.filter((flow): flow is ConsentGroupHolderMove => flow.kind === 'move')\n      const splits = plan.flows.filter((flow): flow is ConsentGroupHolderSplit => flow.kind === 'split')\n      const people = (count: number | null) => (count === 1 ? 'person' : 'people')\n      const figure = (count: number | null) => (count === null ? 'some' : String(count))\n\n      /*\n       * `crm.combine`: the people whose records under two or more of the\n       * folding keys become one. No aggregation can ask \"two or more\", so the\n       * records under each source key are read — bounded, and `null` past\n       * the bound — and put through the same fold the re-home runs.\n       */\n      if (moves.length) {\n        const seen = new Map<string, Doc>()\n        let bounded = true\n        for (const move of moves) {\n          const page = await contacts\n            .where(`${CONTACT_FACETS_FIELD}.${move.from}`, '!=', null)\n            .limit(PREVIEW_SCAN_LIMIT + 1)\n            .get()\n          if (page.size > PREVIEW_SCAN_LIMIT) bounded = false\n          for (const doc of page.docs) seen.set(doc.id, (doc.data() ?? {}) as Doc)\n        }\n        const combine = bounded\n          ? [...seen.values()].reduce(\n              (total, contact) =>\n                total + (planHolderRecords(contact, { flows: moves }, '')?.combined ?? 0),\n              0,\n            )\n          : null\n        lines.push({\n          id: 'crm.combine',\n          text: `The CRM records these sites keep about the same person will be combined for ${figure(combine)} ${people(combine)}.`,\n          count: combine,\n          severity: 'info',\n        })\n      }\n\n      if (splits.length) {\n        /*\n         * `crm.copy`: the people a separating site takes a copy for. When the\n         * key survives, those are the people the separating sites met\n         * themselves; when it dissolves, everybody it holds, since a record\n         * nobody met goes to every successor.\n         */\n        let copy = 0\n        for (const split of splits) {\n          if (!split.survives) {\n            copy += await countOf(contacts.where(`${CONTACT_FACETS_FIELD}.${split.from}`, '!=', null))\n            continue\n          }\n          const leavers = split.successors.flatMap((successor) => successor.hostIds)\n          for (let index = 0; index < leavers.length; index += 30) {\n            copy += await countOf(\n              contacts.where(CAPTURED_BY_HOST_FIELD, 'array-contains-any', leavers.slice(index, index + 30)),\n            )\n          }\n        }\n        lines.push({\n          id: 'crm.copy',\n          text: `The separating sites keep a copy of the CRM record for the ${copy} ${people(copy)} they met themselves.`,\n          count: copy,\n          severity: 'info',\n        })\n\n        /*\n         * `crm.grants` and `crm.visibility`, per separating site: the people\n         * who signed up to the group through it and still hold that grant,\n         * and the people it can see without having met them.\n         */\n        let grants = 0\n        let visible = 0\n        for (const split of splits) {\n          for (const hostId of split.successors.flatMap((successor) => successor.hostIds)) {\n            grants += await countOf(\n              contacts\n                .where(`${MARKETING_CONSENT_BY_HOST_FIELD}.${hostId}.${CONSENT_GROUP_ID_FIELD}`, '==', split.from)\n                .where(`${MARKETING_CONSENT_BY_HOST_FIELD}.${hostId}.${MARKETING_CONSENT_FIELD}`, '==', true),\n            )\n            const seen = await countOf(contacts.where('visibleTo', 'array-contains', `host:${hostId}`))\n            const met = await countOf(contacts.where(CAPTURED_BY_HOST_FIELD, 'array-contains', hostId))\n            visible += Math.max(0, seen - met)\n          }\n        }\n        lines.push({\n          id: 'crm.grants',\n          text: `The separating sites can still email the ${grants} ${people(grants)} who signed up to the group while they were part of it.`,\n          count: grants,\n          severity: 'info',\n        })\n        lines.push({\n          id: 'crm.visibility',\n          text: `The separating sites will still see ${visible} ${people(visible)} they met only through the group's other sites, without their CRM details.`,\n          count: visible,\n          severity: 'info',\n        })\n\n        /*\n         * `crm.figures`: on a dissolve, the people whose order totals cannot\n         * follow one site and are dropped. Read like the combine — the people\n         * with orders under the key, bounded — and decided by the same split.\n         */\n        const dissolving = splits.filter((split) => !split.survives)\n        if (dissolving.length) {\n          let figures: number | null = 0\n          for (const split of dissolving) {\n            const page = await contacts\n              .where(`${CONTACT_FACETS_FIELD}.${split.from}.ordersCount`, '>', 0)\n              .limit(PREVIEW_SCAN_LIMIT + 1)\n              .get()\n            if (page.size > PREVIEW_SCAN_LIMIT || figures === null) {\n              figures = null\n              continue\n            }\n            for (const doc of page.docs) {\n              figures +=\n                planHolderRecords((doc.data() ?? {}) as Doc, { flows: [split] }, '')?.figuresDropped ?? 0\n            }\n          }\n          lines.push({\n            id: 'crm.figures',\n            text: `Order totals for ${figure(figures)} ${people(figures)} who bought on more than one of these sites can't be split and will be removed.`,\n            count: figures,\n            severity: 'warning',\n          })\n        }\n      }\n\n      /*\n       * `crm.refusals`: the refusals C4 would write — each separating pair's\n       * declined consents, less the ones the receiving site already holds.\n       */\n      if (plan.carries.length) {\n        let refusals = 0\n        for (const carry of plan.carries) {\n          const declined = (hostId: string) =>\n            `${MARKETING_CONSENT_BY_HOST_FIELD}.${hostId}.${MARKETING_CONSENT_FIELD}`\n          const from = contacts.where(declined(carry.fromHostId), '==', false)\n          refusals += Math.max(\n            0,\n            (await countOf(from)) - (await countOf(from.where(declined(carry.toHostId), '==', false))),\n          )\n        }\n        lines.push({\n          id: 'crm.refusals',\n          text: `${refusals} declined ${refusals === 1 ? 'consent' : 'consents'} will be copied to the sites that separate.`,\n          count: refusals,\n          severity: 'info',\n        })\n      }\n      return lines\n    },\n\n    summarize: summarizeConsentGroupChange,\n  }\n}\n\n/** The participant the CRM registers, on the Admin SDK and the wall clock. */\nexport const consentGroupParticipant = 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package/src/lib/server/contact-email-engagement.d.ts

@@ -0,0 +1,33 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import type { PluginRecordEmailEvent } from '@aglyn/aglyn/plugin-manager/plugin-record-email-state';
+/** The facet field the stamp lives under. */
+export declare const CONTACT_EMAIL_ENGAGEMENT_FIELD = "lastEmailEngagementAtMs";
+/**
+ * Stamps the sending site's contact facet for every person these events
+ * say engaged for the first time with a message — the CRM's answer on the
+ * core's record email-state seam (`stampRecordEmailEngagement`).
+ *
+ * @param hostId the site the campaign went out from — the `hostId` tag the
+ *   send stamped, which is the only tenant identity a delivery event carries.
+ * @returns how many contact documents were written.
+ */
+export declare function recordContactEmailEngagement(args: {
+    hostId: string;
+    events: readonly PluginRecordEmailEvent[];
+    firestore?: any;
+}): Promise<number>;

package/src/lib/server/contact-email-engagement.js

@@ -0,0 +1,146 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ /**
+ * THE CONTACT'S OWN ENGAGEMENT STAMP (AGL-2616):
+ * `facets.{groupId}.lastEmailEngagementAtMs` on `orgs/{orgId}/contacts`.
+ *
+ * ## What it answers
+ *
+ * "When did this person last read one of OUR campaigns?" — on the record
+ * page as "Last engaged", as a column on the list, and as the audience rule
+ * `engagedWithinDays`. The per-person rollup on `emailDeliveries/{key}`
+ * already answers "when did this address last read anything from anybody",
+ * which is the right question for a sunset that refuses to mail cold
+ * addresses and the wrong one for a re-engagement audience: it moves when
+ * the person opens a receipt, an invite, or a sibling business's newsletter
+ * on the same shared row. This stamp moves only when they open or click a
+ * campaign this holder's own sites sent.
+ *
+ * ## What one webhook event costs
+ *
+ * The same bound the rollup keeps: only an event that is the FIRST of its
+ * type for its message reaches here, which `recordEmailDeliveryEvent`'s
+ * transaction already decided. A reader opening one newsletter six times is
+ * one transaction, and a replayed event finds its type already recorded and
+ * contributes nothing. Inside that bound the cost per person is one org
+ * resolution and one group resolution per batch, then one keyed query and
+ * at most one update per person.
+ *
+ * ## Forward-only, in a transaction
+ *
+ * Provider events are unordered and at-least-once, so an old instant
+ * arriving late must not overwrite a fresh stamp — the same reasoning
+ * `recordPersonEngagement` gives. The query for the contact rides inside
+ * the transaction so the compare-and-write is atomic against a second event
+ * for the same person landing in another instance.
+ *
+ * ## Only a contact this site may see, and only this holder's facet
+ *
+ * The contact row is shared by every site in the org. The stamp is written
+ * under the sending site's consent group, never at the top of the document,
+ * and only onto a row whose `visibleTo` admits the site — a person another
+ * holder captured and this site never met is not this site's contact, and a
+ * write onto their row would mint a facet for a holder that does not hold
+ * them. `updatedAt` is left alone: an open is something the person did, not
+ * an edit the team made, and a list sorted on recency must not reshuffle on
+ * every mailbox prefetch.
+ *
+ * ## Never throws
+ *
+ * Best-effort for the reason everything on the webhook path is: a stamp that
+ * failed loses a fact a page can live without, and a stamp that threw would
+ * lose the provider's acknowledgement and teach it to retry the whole event.
+ */ import { contactFacetPath, normalizeContactEmail, readContactFacet, visibleToHost } from "@aglyn/aglyn/server";
+import { findContactByEmail } from "@aglyn/tenant-data-admin/server/contact-email-index";
+import { firebaseAdmin } from "@aglyn/tenant-data-admin/server/firebase-admin";
+import { consentGroupForSite, orgDataCollectionForHost } from "@aglyn/tenant-data-admin/server/organizations";
+/** The facet field the stamp lives under. */ export const CONTACT_EMAIL_ENGAGEMENT_FIELD = 'lastEmailEngagementAtMs';
+/** The event types that count as a person engaging with a campaign. */ const ENGAGEMENT_TYPES = new Set([
+    'opened',
+    'clicked'
+]);
+/**
+ * Stamps the sending site's contact facet for every person these events
+ * say engaged for the first time with a message — the CRM's answer on the
+ * core's record email-state seam (`stampRecordEmailEngagement`).
+ *
+ * @param hostId the site the campaign went out from — the `hostId` tag the
+ *   send stamped, which is the only tenant identity a delivery event carries.
+ * @returns how many contact documents were written.
+ */ export async function recordContactEmailEngagement(args) {
+    var _args_hostId, _args_firestore;
+    const hostId = String((_args_hostId = args.hostId) != null ? _args_hostId : '');
+    if (!hostId) return 0;
+    /** Address → the newest engagement instant in this batch. */ const byEmail = new Map();
+    for (const outcome of args.events){
+        var _byEmail_get;
+        if (!outcome.firstOfType) continue;
+        if (!ENGAGEMENT_TYPES.has(outcome.type)) continue;
+        const email = normalizeContactEmail(outcome.to);
+        const at = Number(outcome.at);
+        if (!email || !Number.isFinite(at) || at <= 0) continue;
+        byEmail.set(email, Math.max((_byEmail_get = byEmail.get(email)) != null ? _byEmail_get : 0, at));
+    }
+    if (!byEmail.size) return 0;
+    let contactsRef;
+    let groupId;
+    try {
+        contactsRef = await orgDataCollectionForHost(hostId, 'contacts');
+        groupId = (await consentGroupForSite(hostId)).groupId;
+    } catch (error) {
+        console.error('[contact-email-engagement] site could not be resolved', hostId, error);
+        return 0;
+    }
+    const db = (_args_firestore = args.firestore) != null ? _args_firestore : firebaseAdmin.app().firestore();
+    const field = contactFacetPath(groupId, CONTACT_EMAIL_ENGAGEMENT_FIELD);
+    let written = 0;
+    for (const [email, at] of byEmail){
+        try {
+            await db.runTransaction(async (transaction)=>{
+                var _snapshot_data, _readContactFacet_CONTACT_EMAIL_ENGAGEMENT_FIELD;
+                /*
+         * The same unscoped lookup the capture door makes — one human is one
+         * row whichever site met them, and through the address index
+         * (AGL-2633) the row is found under an address a merge folded into
+         * it too — followed by the scope check the capture door's
+         * `visibleTo` write is the source of. Read THROUGH the transaction:
+         * the stamp below is a compare-and-set against the instant this
+         * read saw.
+         */ const snapshot = await findContactByEmail(contactsRef, email, {
+                    transaction
+                });
+                if (!snapshot) return;
+                const data = (_snapshot_data = snapshot.data()) != null ? _snapshot_data : {};
+                if (!visibleToHost(data['visibleTo'], hostId)) {
+                    return;
+                }
+                const stored = Number((_readContactFacet_CONTACT_EMAIL_ENGAGEMENT_FIELD = readContactFacet(data, groupId)[CONTACT_EMAIL_ENGAGEMENT_FIELD]) != null ? _readContactFacet_CONTACT_EMAIL_ENGAGEMENT_FIELD : 0);
+                // Nothing moved forward, so nothing is written — the out-of-order
+                // and the replayed event are the ordinary cases this skips.
+                if (Number.isFinite(stored) && stored >= at) return;
+                transaction.update(snapshot.ref, {
+                    [field]: at
+                });
+                written += 1;
+            });
+        } catch (error) {
+            console.error('[contact-email-engagement] stamp failed', hostId, error);
+        }
+    }
+    return written;
+}
+
+//# sourceMappingURL=contact-email-engagement.js.map

package/src/lib/server/contact-email-engagement.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/contact-email-engagement.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * THE CONTACT'S OWN ENGAGEMENT STAMP (AGL-2616):\n * `facets.{groupId}.lastEmailEngagementAtMs` on `orgs/{orgId}/contacts`.\n *\n * ## What it answers\n *\n * \"When did this person last read one of OUR campaigns?\" — on the record\n * page as \"Last engaged\", as a column on the list, and as the audience rule\n * `engagedWithinDays`. The per-person rollup on `emailDeliveries/{key}`\n * already answers \"when did this address last read anything from anybody\",\n * which is the right question for a sunset that refuses to mail cold\n * addresses and the wrong one for a re-engagement audience: it moves when\n * the person opens a receipt, an invite, or a sibling business's newsletter\n * on the same shared row. This stamp moves only when they open or click a\n * campaign this holder's own sites sent.\n *\n * ## What one webhook event costs\n *\n * The same bound the rollup keeps: only an event that is the FIRST of its\n * type for its message reaches here, which `recordEmailDeliveryEvent`'s\n * transaction already decided. A reader opening one newsletter six times is\n * one transaction, and a replayed event finds its type already recorded and\n * contributes nothing. Inside that bound the cost per person is one org\n * resolution and one group resolution per batch, then one keyed query and\n * at most one update per person.\n *\n * ## Forward-only, in a transaction\n *\n * Provider events are unordered and at-least-once, so an old instant\n * arriving late must not overwrite a fresh stamp — the same reasoning\n * `recordPersonEngagement` gives. The query for the contact rides inside\n * the transaction so the compare-and-write is atomic against a second event\n * for the same person landing in another instance.\n *\n * ## Only a contact this site may see, and only this holder's facet\n *\n * The contact row is shared by every site in the org. The stamp is written\n * under the sending site's consent group, never at the top of the document,\n * and only onto a row whose `visibleTo` admits the site — a person another\n * holder captured and this site never met is not this site's contact, and a\n * write onto their row would mint a facet for a holder that does not hold\n * them. `updatedAt` is left alone: an open is something the person did, not\n * an edit the team made, and a list sorted on recency must not reshuffle on\n * every mailbox prefetch.\n *\n * ## Never throws\n *\n * Best-effort for the reason everything on the webhook path is: a stamp that\n * failed loses a fact a page can live without, and a stamp that threw would\n * lose the provider's acknowledgement and teach it to retry the whole event.\n */\n\nimport {\n  contactFacetPath,\n  normalizeContactEmail,\n  readContactFacet,\n  visibleToHost,\n} from '@aglyn/aglyn/server'\nimport type { PluginRecordEmailEvent } from '@aglyn/aglyn/plugin-manager/plugin-record-email-state'\nimport { findContactByEmail } from '@aglyn/tenant-data-admin/server/contact-email-index'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin/server/firebase-admin'\nimport {\n  consentGroupForSite,\n  orgDataCollectionForHost,\n} from '@aglyn/tenant-data-admin/server/organizations'\n\n/** The facet field the stamp lives under. */\nexport const CONTACT_EMAIL_ENGAGEMENT_FIELD = 'lastEmailEngagementAtMs'\n\n/** The event types that count as a person engaging with a campaign. */\nconst ENGAGEMENT_TYPES: ReadonlySet<string> = new Set([\n  'opened',\n  'clicked',\n])\n\n/**\n * Stamps the sending site's contact facet for every person these events\n * say engaged for the first time with a message — the CRM's answer on the\n * core's record email-state seam (`stampRecordEmailEngagement`).\n *\n * @param hostId the site the campaign went out from — the `hostId` tag the\n *   send stamped, which is the only tenant identity a delivery event carries.\n * @returns how many contact documents were written.\n */\nexport async function recordContactEmailEngagement(args: {\n  hostId: string\n  events: readonly PluginRecordEmailEvent[]\n  firestore?: any\n}): Promise<number> {\n  const hostId = String(args.hostId ?? '')\n  if (!hostId) return 0\n\n  /** Address → the newest engagement instant in this batch. */\n  const byEmail = new Map<string, number>()\n  for (const outcome of args.events) {\n    if (!outcome.firstOfType) continue\n    if (!ENGAGEMENT_TYPES.has(outcome.type)) continue\n    const email = normalizeContactEmail(outcome.to)\n    const at = Number(outcome.at)\n    if (!email || !Number.isFinite(at) || at <= 0) continue\n    byEmail.set(email, Math.max(byEmail.get(email) ?? 0, at))\n  }\n  if (!byEmail.size) return 0\n\n  let contactsRef: FirebaseFirestore.CollectionReference\n  let groupId: string\n  try {\n    contactsRef = await orgDataCollectionForHost(hostId, 'contacts')\n    groupId = (await consentGroupForSite(hostId)).groupId\n  } catch (error) {\n    console.error('[contact-email-engagement] site could not be resolved', hostId, error)\n    return 0\n  }\n\n  const db = args.firestore ?? firebaseAdmin.app().firestore()\n  const field = contactFacetPath(groupId, CONTACT_EMAIL_ENGAGEMENT_FIELD)\n  let written = 0\n  for (const [email, at] of byEmail) {\n    try {\n      await db.runTransaction(async (transaction: any) => {\n        /*\n         * The same unscoped lookup the capture door makes — one human is one\n         * row whichever site met them, and through the address index\n         * (AGL-2633) the row is found under an address a merge folded into\n         * it too — followed by the scope check the capture door's\n         * `visibleTo` write is the source of. Read THROUGH the transaction:\n         * the stamp below is a compare-and-set against the instant this\n         * read saw.\n         */\n        const snapshot = await findContactByEmail(contactsRef, email, { transaction })\n        if (!snapshot) return\n        const data = (snapshot.data() ?? {}) as Record<string, unknown>\n        if (!visibleToHost(data['visibleTo'] as string[] | undefined, hostId)) {\n          return\n        }\n        const stored = Number(\n          readContactFacet(data, groupId)[CONTACT_EMAIL_ENGAGEMENT_FIELD] ?? 0,\n        )\n        // Nothing moved forward, so nothing is written — the out-of-order\n        // and the replayed event are the ordinary cases this skips.\n        if (Number.isFinite(stored) && stored >= at) return\n        transaction.update(snapshot.ref, { [field]: at })\n        written += 1\n      })\n    } catch (error) {\n      console.error('[contact-email-engagement] stamp failed', hostId, error)\n    }\n  }\n  return written\n}\n"],"names":["contactFacetPath","normalizeContactEmail","readContactFacet","visibleToHost","findContactByEmail","firebaseAdmin","consentGroupForSite","orgDataCollectionForHost","CONTACT_EMAIL_ENGAGEMENT_FIELD","ENGAGEMENT_TYPES","Set","recordContactEmailEngagement","args","hostId","String","byEmail","Map","outcome","events","firstOfType","has","type","email","to","at","Number","isFinite","set","Math","max","get","size","contactsRef","groupId","error","console","db","firestore","app","field","written","runTransaction","transaction","snapshot","data","stored","update","ref"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAkDC,GAED,SACEA,gBAAgB,EAChBC,qBAAqB,EACrBC,gBAAgB,EAChBC,aAAa,QACR,sBAAqB;AAE5B,SAASC,kBAAkB,QAAQ,sDAAqD;AACxF,SAASC,aAAa,QAAQ,iDAAgD;AAC9E,SACEC,mBAAmB,EACnBC,wBAAwB,QACnB,gDAA+C;AAEtD,2CAA2C,GAC3C,OAAO,MAAMC,iCAAiC,0BAAyB;AAEvE,qEAAqE,GACrE,MAAMC,mBAAwC,IAAIC,IAAI;IACpD;IACA;CACD;AAED;;;;;;;;CAQC,GACD,OAAO,eAAeC,6BAA6BC,IAIlD;QACuBA,cAyBXA;IAzBX,MAAMC,SAASC,QAAOF,eAAAA,KAAKC,MAAM,YAAXD,eAAe;IACrC,IAAI,CAACC,QAAQ,OAAO;IAEpB,2DAA2D,GAC3D,MAAME,UAAU,IAAIC;IACpB,KAAK,MAAMC,WAAWL,KAAKM,MAAM,CAAE;YAMLH;QAL5B,IAAI,CAACE,QAAQE,WAAW,EAAE;QAC1B,IAAI,CAACV,iBAAiBW,GAAG,CAACH,QAAQI,IAAI,GAAG;QACzC,MAAMC,QAAQrB,sBAAsBgB,QAAQM,EAAE;QAC9C,MAAMC,KAAKC,OAAOR,QAAQO,EAAE;QAC5B,IAAI,CAACF,SAAS,CAACG,OAAOC,QAAQ,CAACF,OAAOA,MAAM,GAAG;QAC/CT,QAAQY,GAAG,CAACL,OAAOM,KAAKC,GAAG,EAACd,eAAAA,QAAQe,GAAG,CAACR,kBAAZP,eAAsB,GAAGS;IACvD;IACA,IAAI,CAACT,QAAQgB,IAAI,EAAE,OAAO;IAE1B,IAAIC;IACJ,IAAIC;IACJ,IAAI;QACFD,cAAc,MAAMzB,yBAAyBM,QAAQ;QACrDoB,UAAU,AAAC,CAAA,MAAM3B,oBAAoBO,OAAM,EAAGoB,OAAO;IACvD,EAAE,OAAOC,OAAO;QACdC,QAAQD,KAAK,CAAC,yDAAyDrB,QAAQqB;QAC/E,OAAO;IACT;IAEA,MAAME,MAAKxB,kBAAAA,KAAKyB,SAAS,YAAdzB,kBAAkBP,cAAciC,GAAG,GAAGD,SAAS;IAC1D,MAAME,QAAQvC,iBAAiBiC,SAASzB;IACxC,IAAIgC,UAAU;IACd,KAAK,MAAM,CAAClB,OAAOE,GAAG,IAAIT,QAAS;QACjC,IAAI;YACF,MAAMqB,GAAGK,cAAc,CAAC,OAAOC;oBAYfC,gBAKZzC;gBAhBF;;;;;;;;SAQC,GACD,MAAMyC,WAAW,MAAMvC,mBAAmB4B,aAAaV,OAAO;oBAAEoB;gBAAY;gBAC5E,IAAI,CAACC,UAAU;gBACf,MAAMC,QAAQD,iBAAAA,SAASC,IAAI,cAAbD,iBAAmB,CAAC;gBAClC,IAAI,CAACxC,cAAcyC,IAAI,CAAC,YAAY,EAA0B/B,SAAS;oBACrE;gBACF;gBACA,MAAMgC,SAASpB,QACbvB,mDAAAA,iBAAiB0C,MAAMX,QAAQ,CAACzB,+BAA+B,YAA/DN,mDAAmE;gBAErE,kEAAkE;gBAClE,4DAA4D;gBAC5D,IAAIuB,OAAOC,QAAQ,CAACmB,WAAWA,UAAUrB,IAAI;gBAC7CkB,YAAYI,MAAM,CAACH,SAASI,GAAG,EAAE;oBAAE,CAACR,MAAM,EAAEf;gBAAG;gBAC/CgB,WAAW;YACb;QACF,EAAE,OAAON,OAAO;YACdC,QAAQD,KAAK,CAAC,2CAA2CrB,QAAQqB;QACnE;IACF;IACA,OAAOM;AACT"}

package/src/lib/server/contact-lifecycle-floor.d.ts

@@ -0,0 +1,89 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+/**
+ * A person's lifecycle stage, FLOORED at what just happened to them
+ * (AGL-2641).
+ *
+ * The capture doors floor a stage inside `upsertHostContact`: an order
+ * names `customer` as its `initialLifecycleStage`, and the door fills an
+ * empty stage or advances an earlier one and never moves anybody back. A
+ * won deal is the same fact as a purchase — the business has decided this
+ * person bought — but it arrives at a record that already exists, through a
+ * writer that is not a capture door: the deal-stage route and the REST
+ * deals resource. This is the door's rule for them, over a contact document
+ * they already hold a reference to.
+ *
+ * The write goes into ONE holder's facet, because a stage is one business's
+ * reading of a person and the row is shared by every site in the org. The
+ * holder is the site the deal was made on, resolved to its consent group
+ * the way every other facet writer resolves it; a deal that names no site
+ * falls back to the site that captured the person, which is the one
+ * holder a contact always has. A contact that names none either is left
+ * alone and the caller told, rather than written into a facet nobody reads.
+ *
+ * The write is skipped when it would change nothing — a customer stays a
+ * customer, an evangelist stays an evangelist, `other` is never overwritten
+ * — so a caller can announce `contactStageChanged` exactly when `advanced`
+ * says the stage moved, and an automation listening for the change never
+ * hears one that did not happen.
+ */
+import { type ContactLifecycleStage } from '@aglyn/aglyn/server';
+export type ContactLifecycleFloor = {
+    /** The stage was raised to the floor. */
+    outcome: 'advanced';
+    contactId: string;
+    /** The address on the row, for the event a caller announces. */
+    email: string;
+    /** The site whose facet was written. */
+    hostId: string;
+    groupId: string;
+    /** The stage before the write, or `''` for a person who had none. */
+    previousStage: ContactLifecycleStage | '';
+    lifecycleStage: ContactLifecycleStage;
+} | {
+    /** The person already held the floor or a later stage; nothing was written. */
+    outcome: 'held';
+    contactId: string;
+    email: string;
+    hostId: string;
+    groupId: string;
+    lifecycleStage: ContactLifecycleStage;
+} | {
+    /** No such contact. */
+    outcome: 'missing';
+    contactId: string;
+} | {
+    /** Neither the caller nor the contact names a site, so there is no facet to write. */
+    outcome: 'unheld';
+    contactId: string;
+};
+export interface ContactLifecycleFloorOptions {
+    contactRef: FirebaseFirestore.DocumentReference;
+    /**
+     * The org the contact belongs to, for the consent groups — the same
+     * document every facet writer resolves the holder through.
+     */
+    org: Record<string, unknown> | null | undefined;
+    /**
+     * The site the act happened on, whose facet takes the stage. `null` for a
+     * record no site captured; the contact's own capturing site is used then.
+     */
+    hostId: string | null | undefined;
+    /** The EARLIEST stage that describes what happened — see `advanceContactLifecycleStage`. */
+    floor: ContactLifecycleStage;
+}
+export declare function floorContactLifecycleStage(options: ContactLifecycleFloorOptions): Promise<ContactLifecycleFloor>;