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

package/src/lib/server.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/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/**\n * The Contacts plugin's SERVER half (AGL-2595).\n *\n * Contacts CRM v1 had none: every console write was client-direct against\n * the Firestore rules, and the one server path that creates a contact —\n * `upsertHostContact` — belongs to the capture doors, not to this plugin.\n * v2 needs a server for the things a browser must not do alone: an import\n * that dedupes forty thousand rows, a bulk action over a selection, an\n * auto-association of contacts to companies by domain. Each of those lands\n * as a `crm/<route>` handler registered here.\n *\n * `crm/ping` exists so the wiring is PROVEN rather than assumed:\n * `plugins.config.json` names this module's register function and the\n * `crm` API prefix, the generated server manifest loads this file, and the\n * console's `/api/[...pluginApi]` dispatcher reaches the handler. A plugin\n * whose first real route also had to be its first wiring test would have\n * two things to debug at once.\n *\n * The real routes are the writes with a side effect outside the document:\n * `crm/contact-stage` (AGL-2605) exists for the EVENT — `contactStageChanged`\n * can only be emitted by a server path that performed the write, so a record\n * page that moved the stage client-direct would move the person and tell no\n * automation; the task routes (AGL-2599) carry an assignee's notification and\n * the `taskCompleted` event; `crm/contacts-import` (AGL-2602) pushes one chunk\n * of a file through the same capture door every other server door uses.\n * `crm/deal-stage` (AGL-2598) is the one writer of a deal's stage, won and lost,\n * because a stage change is what automations listen for (`server-deal-stage.ts`).\n * `crm/contacts-create` (AGL-2596) is a person typed into the console by a\n * member of the team — a server route because the dedupe against every\n * holder's rows and the audience band are judgments the browser cannot make.\n * `crm/contact-update` (AGL-2804) is every other write to a contact's facets:\n * the rules cannot tell one field of a holder's facet from another, so they\n * leave a client nothing there but letting a holder go, and the plan is\n * asked here about the fields a save carries.\n */\n\nimport {\n  CONTACT_ERASED_MESSAGE,\n  contactFacetPath,\n  CRM_COLLECTIONS,\n  crmReadTokens,\n  isContactLifecycleStage,\n  isOrgWideMember,\n  normalizeAddress,\n  normalizeContactEmail,\n  normalizePhone,\n  type AglynPostalAddress,\n  type PluginApiHandler,\n  type PluginApiRequest,\n  readContactFacet,\n  registerPluginApiRoute,\n  visibleToHost,\n} from '@aglyn/aglyn/server'\nimport {\n  consentGroupForSite,\n  firebaseAdmin,\n  getOrgForHost,\n  logHostActivity,\n  memberHasOrgPermission,\n  orgDataCollectionForHost,\n  resolveOrgMembership,\n  restampCrmListFieldsAt,\n} from '@aglyn/tenant-data-admin'\nimport { isRefusedIdToken } from '@aglyn/tenant-data-admin/server/id-token-refusal'\nimport { captureHostContact, emitHostEvent } from '@aglyn/tenant-runtime'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { CRM_API_ROUTES } from './constants/api-routes'\nimport { registerCrmServerDeclarations } from './declarations.server'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport { CRM_NEXT_ACTIVITY_ROUTE } from './model/next-activity'\nimport { CRM_LIST_FIELDS_ROUTE } from './model/list-fields'\nimport { CRM_LEAD_SOURCE_VALUES_ROUTE } from './model/lead-source-values'\nimport { CRM_TASK_ROUTES } from './model/task-routes'\nimport { crmNextActivityHandler } from './server/next-activity-routes'\nimport { crmListFieldsHandler } from './server/list-fields-routes'\nimport { crmLeadSourceValuesHandler } from './server/lead-source-values'\nimport { registerCrmRecordEmailStateWriter } from './server/record-email-state'\nimport { registerCrmRecordTimelineWriter } from './server/record-timeline'\nimport { crmTaskCompleteHandler, crmTaskSaveHandler } from './server/task-routes'\nimport { crmCompaniesImportHandler } from './server/companies-import'\nimport { crmContactsImportHandler } from './server/contacts-import'\nimport { crmDealsImportHandler } from './server/deals-import'\nimport { crmLeadsImportHandler } from './server/leads-import'\nimport { crmTasksImportHandler } from './server/tasks-import'\nimport { crmDealStageHandler } from './server-deal-stage'\nimport { crmEmailSendHandler } from './server/email-send'\nimport { CRM_EMAIL_CHECK_ROUTE, crmEmailCheckHandler } from './server/email-check'\nimport { leadConvertHandler } from './server/lead-convert'\nimport { leadCreateHandler } from './server/lead-create'\nimport {\n  CONTACT_EMAIL_HISTORY_ROUTE,\n  contactEmailHistoryHandler,\n} from './server/contact-email-history'\nimport { CONTACTS_MERGE_ROUTE, contactsMergeHandler } from './server/contacts-merge'\nimport { CRM_ERASE_PERSON_ROUTE, crmErasePersonHandler } from './server/erase-person'\nimport { CRM_ORG_ACTIVITY_ROUTE, crmOrgActivityHandler } from './server/org-activity'\nimport { CRM_INBOUND_ADDRESS_ROUTE, crmInboundAddressHandler } from './server/inbound-address'\nimport { crmCompanyDeleteHandler } from './server/company-delete'\nimport { CONTACT_PHONE_REFUSAL, normalizeTags, typed } from './server/contact-profile'\nimport { crmContactUpdateHandler } from './server/contact-update'\nimport {\n  CRM_EMAIL_TEMPLATE_DUPLICATE_ROUTE,\n  crmEmailTemplateDuplicateHandler,\n} from './server/email-template-duplicate'\nimport { registerCrmRecordFactsReaders } from './server/record-facts'\nimport { crmSuiteRefusal } from './server/suite-gate'\nimport {\n  CRM_RECIPE_INSTALL_ROUTE,\n  CRM_RECIPE_STATUS_ROUTE,\n  crmRecipeInstallHandler,\n  crmRecipeStatusHandler,\n} from './server/recipe-routes'\n\n/**\n * `GET /api/crm/ping` → `{ ok: true, plugin: 'crm' }`.\n *\n * No auth, no host, no data: it answers whether the plugin's server bundle\n * was loaded and its routes registered, which is a fact about the process\n * and not about any org. Anything that reads a document goes behind the\n * same session and role checks the other plugins' console routes use.\n */\nexport const crmPingHandler: PluginApiHandler = (req, res) => {\n  if (req.method !== 'GET') {\n    res.setHeader('Allow', 'GET')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  res.status(200).json({ ok: true, plugin: BUNDLE_ID })\n}\n\ntype Refusal = { ok: false; status: number; error: string }\n\n/**\n * Who is calling, and whether they may edit this site's CRM.\n *\n * The same check the inbox, bookings and email console routes make: a\n * bearer ID token, verified, and an `admin` or `editor` role on the host\n * document. A contact is a site's business record, so the site's own role\n * map is the right authority; org-wide reach is not required, because a\n * site editor who can open the record in the console can already write\n * every other field on it client-direct.\n */\nasync function authorizeSiteEditor(\n  req: PluginApiRequest,\n  hostId: string,\n): Promise<{ ok: true; uid: string; email: string | null } | Refusal> {\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) return { ok: false, status: 401, error: 'Unauthenticated' }\n  let uid: string\n  let email: string | null\n  try {\n    const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n    uid = decoded.uid\n    email = typeof decoded.email === 'string' ? decoded.email : null\n  } catch (error) {\n    // A refused credential is the caller's 401; a failure to check one is\n    // ours and keeps a 5xx (AGL-2852).\n    if (isRefusedIdToken(error)) return { ok: false, status: 401, error: 'Unauthenticated' }\n    console.error('[crm] the site editor could not be verified', error)\n    return { ok: false, status: 500, error: 'The sign-in could not be checked. Try again.' }\n  }\n  const hostSnapshot = await firebaseAdmin\n    .app()\n    .firestore()\n    .collection('hosts')\n    .doc(hostId)\n    .get()\n  if (!hostSnapshot.exists) {\n    return { ok: false, status: 404, error: 'Unknown site' }\n  }\n  const memberRole = (hostSnapshot.get('memberRoles') ?? {})[uid]\n  if (memberRole !== 'admin' && memberRole !== 'editor') {\n    return { ok: false, status: 403, error: 'Not a site admin or editor' }\n  }\n  return { ok: true, uid, email }\n}\n\n/**\n * `POST /api/crm/contact-stage` with `{ hostId, contactId, lifecycleStage }`.\n *\n * Writes the stage into THIS site's facet on the contact — a dotted\n * `update()`, never a top-level field, because the row is shared by every\n * site in the org and a stage is one holder's reading of the person — and\n * then announces `contactStageChanged` with the stage it replaced.\n *\n * A stage set to what it already is writes nothing and announces nothing:\n * the response says `changed: false`, and no automation listening for a\n * change hears one that did not happen.\n *\n * `lifecycleStage: null` CLEARS the stage (AGL-2804). A facet is the\n * server's to write, so \"not placed yet\" comes through the route that owns\n * the stage rather than as a client-direct delete, and it is refused to a\n * plan without the suite the way a move is. There is no event for \"no\n * stage\", so a clear announces nothing; an empty string names no stage and\n * is refused like any other the list does not have.\n *\n * The contact is looked up by id and then checked against `visibleTo`,\n * because the Admin SDK evaluates no rules: a caller who can edit site A\n * must not be able to restage a contact only site B holds by guessing its\n * id, and the scoped query the list uses is not available to a `doc()` read.\n */\nexport const contactStageHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  const hostId = String(req.body?.hostId ?? '').trim()\n  const contactId = String(req.body?.contactId ?? '').trim()\n  const requested: unknown = req.body?.lifecycleStage\n  if (!hostId || !contactId) {\n    res.status(400).json({ error: 'Missing hostId or contactId' })\n    return\n  }\n  // `null` clears the stage; anything else has to be one of the list's.\n  const clearing = requested === null\n  const lifecycleStage = clearing\n    ? ''\n    : isContactLifecycleStage(requested)\n      ? requested\n      : null\n  if (lifecycleStage === null) {\n    res.status(400).json({ error: 'Pick a lifecycle stage' })\n    return\n  }\n  const caller = await authorizeSiteEditor(req, hostId)\n  if (caller.ok === false) {\n    res.status(caller.status).json({ error: caller.error })\n    return\n  }\n  try {\n    // A lifecycle stage is the suite's (AGL-2787) — see `suite-gate.ts`.\n    const owner = await getOrgForHost(hostId)\n    if (!owner) {\n      res.status(404).json({ error: 'Unknown site' })\n      return\n    }\n    const suite = crmSuiteRefusal(owner.org, \"Moving a contact's lifecycle stage\")\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n    const contactsRef = await orgDataCollectionForHost(hostId, 'contacts')\n    const snapshot = await contactsRef.doc(contactId).get()\n    if (!snapshot.exists || !visibleToHost(snapshot.get('visibleTo'), hostId)) {\n      res.status(404).json({ error: 'Unknown contact' })\n      return\n    }\n    const group = await consentGroupForSite(hostId)\n    const facet = readContactFacet(\n      snapshot.data() as Record<string, unknown>,\n      group.groupId,\n    )\n    const previousStage = facet.lifecycleStage ?? ''\n    if (previousStage === lifecycleStage) {\n      res\n        .status(200)\n        .json({ ok: true, changed: false, lifecycleStage, previousStage })\n      return\n    }\n    await snapshot.ref.update({\n      [contactFacetPath(group.groupId, 'lifecycleStage')]: clearing\n        ? FieldValue.delete()\n        : lifecycleStage,\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // The stage is what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(snapshot.ref, 'contacts')\n    // Awaited, not floated: a serverless response ending cancels in-flight\n    // work, and the event is the reason this route exists. A clear has none.\n    if (!clearing) {\n      await emitHostEvent(\n        hostId,\n        'contactStageChanged',\n        {\n          contactId,\n          email: String(snapshot.get('email') ?? ''),\n          lifecycleStage,\n          previousStage,\n        },\n        { actor: { kind: 'member', uid: caller.uid, email: caller.email } },\n      )\n    }\n    res\n      .status(200)\n      .json({ ok: true, changed: true, lifecycleStage, previousStage })\n  } catch (error) {\n    console.error('[crm] contact-stage failed', hostId, contactId, error)\n    res.status(500).json({ error: 'The stage could not be changed' })\n  }\n}\n\n/**\n * What the create route says when the band refused (AGL-2596).\n *\n * The contacts list's own alert, in the past tense: the list says new\n * visitors are \"no longer captured\", and this says the one contact the\n * reader just tried to add was not. The remedy is the same sentence in both\n * places, so a reader who sees one and then the other is told one thing.\n */\nexport const CONTACT_BAND_FULL_MESSAGE =\n  'Contact limit reached — this contact was not added. Upgrade in Billing ' +\n  'to keep collecting.'\n\n/**\n * `POST /api/crm/contacts-create` — a person added by hand (AGL-2596).\n *\n * Body: `{ hostId, email, name?, phone?, jobTitle?, companyName?,\n * companyId?, address?, ownerUid?, lifecycleStage?, tags?,\n * marketingConsent?, disclosedConsentGroup? }`. Answers\n * `{ contactId, created }`: `created` is\n * false when the address already belonged to somebody, in which case what\n * was typed MERGES into the existing row — the dedupe the shared address\n * book exists for, and the reason a second \"create\" of one person is not\n * an error.\n *\n * ## Who may call it\n *\n * The caller's ID token, then `data.manage` on the site's org — the same key\n * the console surface itself is gated on, resolved through the same\n * three-layer permission read the members route uses. A scoped member is\n * admitted only for a site they reach: the rules would refuse a browser\n * write outside their tokens, and a server route that admitted it would be\n * a way round the rules rather than a service in front of them.\n *\n * ## What it refuses, and how\n *\n * A malformed email or phone number is a 400 with a sentence the drawer can\n * show under the field. The band is a 409 carrying the list's own wording:\n * it is not a bad request and not a server fault, it is the plan saying no,\n * and the drawer relays the sentence rather than inventing one.\n *\n * ## The company (AGL-2613)\n *\n * `companyId` is the picker's choice, and it is checked before anything is\n * written: the company has to exist and be visible to the capturing site's\n * scope, or a caller could file a person under a record they cannot open —\n * the same refusal the lead conversion makes. It reaches the upsert as\n * `facet.companyId`, which is where the link is kept in step with its mirror\n * and the company's contacts count; a merge onto somebody already at another\n * company is a MOVE there, not a second link. The stored company's own name\n * is what is echoed, over whatever the client sent, because the name on the\n * record is the company's and not the form's.\n *\n * ## What it writes beyond the upsert\n *\n * `upsertHostContact` takes the profile — phone, title, address, owner,\n * stage, company — and writes it into the capturing group's facet. The two\n * things it does not take are written here by DOTTED path afterwards: the\n * tags, which union into whatever the person already carried, and the\n * company name — the picked company's, or free text for a person filed\n * under a name no company record carries yet. Dotted paths because this is\n * an `update()`, and only an update reads a dot as a path — a nested object\n * here would replace the facet map and take every other holder's records\n * with it.\n */\nexport const crmContactsCreateHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n\n  const body = (req.body ?? {}) as Record<string, unknown>\n  const hostId = typed(body['hostId'], 128)\n  if (!hostId) {\n    res.status(400).json({ error: 'Missing hostId' })\n    return\n  }\n  const email = normalizeContactEmail(body['email'])\n  if (!email) {\n    res.status(400).json({ error: 'Enter a valid email address.' })\n    return\n  }\n  const rawPhone = typed(body['phone'], 40)\n  const phone = rawPhone ? normalizePhone(rawPhone) : null\n  if (rawPhone && !phone) {\n    res.status(400).json({ error: CONTACT_PHONE_REFUSAL })\n    return\n  }\n  const rawStage = typed(body['lifecycleStage'], 40)\n  if (rawStage && !isContactLifecycleStage(rawStage)) {\n    res.status(400).json({ error: 'Unknown lifecycle stage.' })\n    return\n  }\n  const name = typed(body['name'], 120)\n  const jobTitle = typed(body['jobTitle'], 120)\n  let companyName = typed(body['companyName'], 120)\n  const companyId = typed(body['companyId'], 128)\n  const ownerUid = typed(body['ownerUid'], 128)\n  const address =\n    body['address'] && typeof body['address'] === 'object'\n      ? normalizeAddress(body['address'] as AglynPostalAddress)\n      : null\n  const tags = normalizeTags(body['tags'])\n  const marketingConsent = body['marketingConsent'] === true\n  // The key of the consent-group sentence the drawer showed beside the box\n  // (AGL-3320): the opt-in covers the site's group only while it is the\n  // group's current one, and the capturing site alone otherwise.\n  const disclosedConsentGroup = typed(body['disclosedConsentGroup'], 64)\n\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) {\n    res.status(401).json({ error: 'Unauthenticated' })\n    return\n  }\n\n  try {\n    const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n    const resolved = await getOrgForHost(hostId)\n    if (!resolved) {\n      res.status(404).json({ error: 'Unknown site' })\n      return\n    }\n    const isStaff = decoded['staff'] === true\n    if (!isStaff) {\n      const membership = await resolveOrgMembership(decoded.uid, resolved.orgId)\n      const member = membership?.member ?? null\n      const reaches =\n        isOrgWideMember(member) || Boolean(member?.hostAccess?.[hostId])\n      const allowed =\n        member &&\n        reaches &&\n        (await memberHasOrgPermission(resolved.orgId, member, 'data.manage'))\n      if (!allowed) {\n        res.status(403).json({\n          error: 'Adding contacts requires the data.manage permission on this site',\n        })\n        return\n      }\n    }\n\n    // A person typed in by the team is the suite's; the capture doors that\n    // fill a Free workspace's contacts do not come through here (AGL-2787).\n    const suite = crmSuiteRefusal(resolved.org, 'Adding a contact by hand')\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n\n    if (companyId) {\n      const group = await consentGroupForSite(\n        hostId,\n        resolved.org as Record<string, unknown>,\n      )\n      const readable = new Set<string>(crmReadTokens(group))\n      const companySnapshot = await firebaseAdmin\n        .app()\n        .firestore()\n        .collection('orgs')\n        .doc(resolved.orgId)\n        .collection(CRM_COLLECTIONS.companies)\n        .doc(companyId)\n        .get()\n      const tokens: unknown = companySnapshot.exists\n        ? companySnapshot.get('visibleTo')\n        : undefined\n      const visible =\n        Array.isArray(tokens) && tokens.some((token) => readable.has(String(token)))\n      if (!visible) {\n        res.status(404).json({ error: 'Unknown company' })\n        return\n      }\n      companyName = typed(companySnapshot.get('name'), 120) || companyName\n    }\n\n    const result = await captureHostContact({\n      hostId,\n      email,\n      ...(name ? { name } : {}),\n      source: 'manual',\n      interaction: { summary: 'Added by hand' },\n      actor: {\n        kind: 'member',\n        uid: decoded.uid,\n        email: typeof decoded.email === 'string' ? decoded.email : null,\n      },\n      marketingConsent,\n      ...(marketingConsent && disclosedConsentGroup\n        ? { disclosedConsentGroup }\n        : {}),\n      facet: {\n        ...(phone ? { phone } : {}),\n        ...(jobTitle ? { jobTitle } : {}),\n        ...(companyId ? { companyId } : {}),\n        ...(address ? { address } : {}),\n        ...(ownerUid ? { ownerUid } : {}),\n        ...(rawStage && isContactLifecycleStage(rawStage)\n          ? { lifecycleStage: rawStage }\n          : {}),\n      },\n    })\n\n    if ('refused' in result) {\n      if (result.refused === 'band') {\n        res.status(409).json({ error: CONTACT_BAND_FULL_MESSAGE, reason: 'band' })\n        return\n      }\n      if (result.refused === 'invalid-email') {\n        res.status(400).json({ error: 'Enter a valid email address.' })\n        return\n      }\n      // The person was erased from this workspace (AGL-2623). A conflict,\n      // like the band: the request was well-formed and the answer is a\n      // standing fact about the address, not a fault in the call.\n      if (result.refused === 'erased') {\n        res.status(409).json({ error: CONTACT_ERASED_MESSAGE, reason: 'erased' })\n        return\n      }\n      res.status(500).json({ error: 'The contact could not be saved.' })\n      return\n    }\n\n    if (tags.length || companyName) {\n      const group = await consentGroupForSite(\n        hostId,\n        resolved.org as Record<string, unknown>,\n      )\n      const contacts = await orgDataCollectionForHost(hostId, 'contacts')\n      await contacts.doc(result.contactId).update({\n        ...(tags.length\n          ? {\n              [contactFacetPath(group.groupId, 'tags')]: FieldValue.arrayUnion(\n                ...tags,\n              ),\n            }\n          : {}),\n        ...(companyName\n          ? {\n              [contactFacetPath(group.groupId, 'companyName')]: companyName,\n              // The search echo — see `HostContact.companyName`.\n              companyName,\n            }\n          : {}),\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      // The tags are what the Contacts list filters by (AGL-3321).\n      await restampCrmListFieldsAt(contacts.doc(result.contactId), 'contacts')\n    }\n\n    /*\n     * The audit line, written HERE rather than by the console (AGL-2622):\n     * a route that verified the caller and performed the write is the one\n     * writer that cannot record an act that did not happen, which is the\n     * reason `check-activity-coverage.mjs` counts this file. A merge into\n     * a person the org already held is said to be one — the row was\n     * updated, not added — so the feed cannot claim two people for one.\n     */\n    await logHostActivity(\n      hostId,\n      { uid: decoded.uid, email: decoded.email ?? null },\n      result.created ? 'Added contact' : 'Updated contact',\n      { type: 'contact', id: result.contactId, name: name || email },\n    )\n\n    res\n      .status(result.created ? 201 : 200)\n      .json({ contactId: result.contactId, created: result.created })\n  } catch (error) {\n    console.error('[crm] contact create failed', error)\n    res.status(500).json({ error: 'The contact could not be saved.' })\n  }\n}\n\n/** Console API registration, named in `plugins.config.json` as `consoleApi`. */\nexport function registerCrmConsoleApi(): void {\n  /*\n   * The contact-capture writer, again (AGL-3080). Both apps run it at boot\n   * from their generated server-declarations manifest, and this is the\n   * backstop for a process whose boot did not: the first CRM door to load\n   * registers it. Registering twice replaces in place.\n   */\n  registerCrmServerDeclarations()\n  registerPluginApiRoute(CRM_API_ROUTES.ping, crmPingHandler)\n  registerPluginApiRoute(CRM_API_ROUTES.contactStage, contactStageHandler)\n  // Every other console write to a contact's facets (AGL-2804): the rules\n  // cannot tell one facet field from another, so the plan is asked here.\n  registerPluginApiRoute(CRM_API_ROUTES.contactUpdate, crmContactUpdateHandler)\n  // A company's contacts unlinked, then the company (AGL-2804): the unlink\n  // clears a facet, which is the server's to write.\n  registerPluginApiRoute(CRM_API_ROUTES.companyDelete, crmCompanyDeleteHandler)\n  // Tasks (AGL-2599): the two writes with a side effect outside the document\n  // — an assignee's notification, and the `taskCompleted` host event.\n  registerPluginApiRoute(CRM_TASK_ROUTES.save, crmTaskSaveHandler)\n  registerPluginApiRoute(CRM_TASK_ROUTES.complete, crmTaskCompleteHandler)\n  // A client-direct task write's door to `nextTaskAtMs` (AGL-2661).\n  registerPluginApiRoute(CRM_NEXT_ACTIVITY_ROUTE, crmNextActivityHandler)\n  // What a client-direct write the browser cannot follow up asks for: the\n  // fields the CRM lists query, restamped from the record (AGL-3321).\n  registerPluginApiRoute(CRM_LIST_FIELDS_ROUTE, crmListFieldsHandler)\n  // A lead source value renamed or deleted (AGL-3298): the list and every\n  // lead and contact holding the old label, in one request.\n  registerPluginApiRoute(CRM_LEAD_SOURCE_VALUES_ROUTE, crmLeadSourceValuesHandler)\n  // One chunk of a contact file (AGL-2602), judged and written through the\n  // same door every capture uses.\n  registerPluginApiRoute('crm/contacts-import', crmContactsImportHandler)\n  // One chunk of a companies file (AGL-2621), matched by domain then name\n  // and written with the stamp every CRM creator writes.\n  registerPluginApiRoute('crm/companies-import', crmCompaniesImportHandler)\n  // One chunk of a deals file and one of a tasks file (AGL-2662): the\n  // pipeline, the stage and the assignee resolved by name, a row refused\n  // when the org has no such name.\n  registerPluginApiRoute('crm/deals-import', crmDealsImportHandler)\n  registerPluginApiRoute('crm/tasks-import', crmTasksImportHandler)\n  // One chunk of a leads file (AGL-2701), written through `addHostLead` —\n  // the same door a sign-up, a booking and a form submission file a lead\n  // through, so an imported row is keyed, bounded and unconsented exactly\n  // as a captured one is.\n  registerPluginApiRoute('crm/leads-import', crmLeadsImportHandler)\n  // The one writer of a deal's stage, won and lost (AGL-2598): the browser\n  // could write the field, but only a server can emit the event an\n  // automation listens for.\n  registerPluginApiRoute('crm/deal-stage', crmDealStageHandler)\n  // A person typed into the console (AGL-2596): the capture doors' own\n  // function behind a session check, so the dedupe and the band are judged\n  // where every other door judges them.\n  registerPluginApiRoute('crm/contacts-create', crmContactsCreateHandler)\n  // A lead becomes a contact, a company and a deal (AGL-2608) — the one CRM\n  // write a browser cannot make alone, because only the server may create a\n  // contact through the dedupe-and-meter door.\n  registerPluginApiRoute('crm/lead-convert', leadConvertHandler)\n  // A lead entered by hand (AGL-3231): the New lead drawer's route.\n  registerPluginApiRoute('crm/leads-create', leadCreateHandler)\n  // The one READ behind a route (AGL-2616): the per-recipient delivery log\n  // is closed to clients, so a contact's campaign mail is projected here.\n  registerPluginApiRoute(CONTACT_EMAIL_HISTORY_ROUTE, contactEmailHistoryHandler)\n  // One email to one person from their record (AGL-2615): the recipient is\n  // read off the record, the daily cap and both suppression lists are\n  // judged, and the message leaves on the site's sending identity.\n  registerPluginApiRoute(CRM_API_ROUTES.emailSend, crmEmailSendHandler)\n  // What the platform knows about one address before somebody writes to it\n  // (AGL-3328): the gateway chip on a record page, and the composer's\n  // warning about a domain with no mail server or a gateway holding this\n  // site's mail. DNS and the ledger are the server's.\n  registerPluginApiRoute(CRM_EMAIL_CHECK_ROUTE, crmEmailCheckHandler)\n  // Two records for one person become one (AGL-2625): the repoint of every\n  // row naming the merged record and the transaction over both documents\n  // are the server's, and the address index it writes is closed to clients.\n  registerPluginApiRoute(CONTACTS_MERGE_ROUTE, contactsMergeHandler)\n  // Files a person's privacy erasure for the daily job (AGL-2623);\n  // workspace admins only.\n  registerPluginApiRoute(CRM_ERASE_PERSON_ROUTE, crmErasePersonHandler)\n  // One line in the organization's activity feed for an act the org-level\n  // hub performed client-direct (AGL-2634): the feed is closed to clients,\n  // so the bulk bars' lines come through here.\n  registerPluginApiRoute(CRM_ORG_ACTIVITY_ROUTE, crmOrgActivityHandler)\n  // A recipe's action written into one site's automations from the org\n  // hub (AGL-2639), stamped and deduplicated by the server, and the stamps\n  // read back per site so the hub can say which sites carry which recipe.\n  registerPluginApiRoute(CRM_RECIPE_INSTALL_ROUTE, crmRecipeInstallHandler)\n  registerPluginApiRoute(CRM_RECIPE_STATUS_ROUTE, crmRecipeStatusHandler)\n  // The workspace's email capture address (AGL-2657): the token is minted\n  // and rotated here, behind the CRM's own gate, and the org document that\n  // carries it is closed to every client.\n  registerPluginApiRoute(CRM_INBOUND_ADDRESS_ROUTE, crmInboundAddressHandler)\n  registerPluginApiRoute(\n    CRM_EMAIL_TEMPLATE_DUPLICATE_ROUTE,\n    crmEmailTemplateDuplicateHandler,\n  )\n  // The facts of a contact, company, deal or lead, and an import's field\n  // catalog, for another plugin in this process (AGL-2917): read on the core's\n  // record-facts seam under the rules every CRM door applies, and written\n  // nowhere.\n  registerCrmRecordFactsReaders()\n  // The CRM as the workspace's record system on the core's record-timeline\n  // seam (AGL-2981): another plugin files an email, a reply or a task on a\n  // record through it, under the CRM's own scope, dedupe and ceiling.\n  registerCrmRecordTimelineWriter()\n  // And on the record email-state seam (AGL-3245): a sender that filed a\n  // verdict on an address — a bounce, a complaint, an unsubscribe, a\n  // do-not-contact mark — stamps the lead and the contact through it.\n  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+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/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/**\n * The Contacts plugin's SERVER half (AGL-2595).\n *\n * Contacts CRM v1 had none: every console write was client-direct against\n * the Firestore rules, and the one server path that creates a contact —\n * `upsertHostContact` — belongs to the capture doors, not to this plugin.\n * v2 needs a server for the things a browser must not do alone: an import\n * that dedupes forty thousand rows, a bulk action over a selection, an\n * auto-association of contacts to companies by domain. Each of those lands\n * as a `crm/<route>` handler registered here.\n *\n * `crm/ping` exists so the wiring is PROVEN rather than assumed:\n * `plugins.config.json` names this module's register function and the\n * `crm` API prefix, the generated server manifest loads this file, and the\n * console's `/api/[...pluginApi]` dispatcher reaches the handler. A plugin\n * whose first real route also had to be its first wiring test would have\n * two things to debug at once.\n *\n * The real routes are the writes with a side effect outside the document:\n * `crm/contact-stage` (AGL-2605) exists for the EVENT — `contactStageChanged`\n * can only be emitted by a server path that performed the write, so a record\n * page that moved the stage client-direct would move the person and tell no\n * automation; the task routes (AGL-2599) carry an assignee's notification and\n * the `taskCompleted` event; `crm/contacts-import` (AGL-2602) pushes one chunk\n * of a file through the same capture door every other server door uses.\n * `crm/deal-stage` (AGL-2598) is the one writer of a deal's stage, won and lost,\n * because a stage change is what automations listen for (`server-deal-stage.ts`).\n * `crm/contacts-create` (AGL-2596) is a person typed into the console by a\n * member of the team — a server route because the dedupe against every\n * holder's rows and the audience band are judgments the browser cannot make.\n * `crm/contact-update` (AGL-2804) is every other write to a contact's facets:\n * the rules cannot tell one field of a holder's facet from another, so they\n * leave a client nothing there, and the plan is asked here about the fields\n * a save carries. `crm/contact-remove` (AGL-3338) is a holder letting a\n * contact go: the refusals the document holds are kept, which a client\n * write could not be trusted to do.\n */\n\nimport {\n  CONTACT_ERASED_MESSAGE,\n  contactFacetPath,\n  CRM_COLLECTIONS,\n  crmReadTokens,\n  isContactLifecycleStage,\n  isOrgWideMember,\n  normalizeAddress,\n  normalizeContactEmail,\n  normalizePhone,\n  type AglynPostalAddress,\n  type PluginApiHandler,\n  type PluginApiRequest,\n  readContactFacet,\n  registerPluginApiRoute,\n  visibleToHost,\n} from '@aglyn/aglyn/server'\nimport {\n  consentGroupForSite,\n  firebaseAdmin,\n  getOrgForHost,\n  logHostActivity,\n  memberHasOrgPermission,\n  orgDataCollectionForHost,\n  resolveOrgMembership,\n  restampCrmListFieldsAt,\n} from '@aglyn/tenant-data-admin'\nimport { isRefusedIdToken } from '@aglyn/tenant-data-admin/server/id-token-refusal'\nimport { captureHostContact, emitHostEvent } from '@aglyn/tenant-runtime'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { CRM_API_ROUTES } from './constants/api-routes'\nimport { registerCrmServerDeclarations } from './declarations.server'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport { CRM_NEXT_ACTIVITY_ROUTE } from './model/next-activity'\nimport { CRM_LIST_FIELDS_ROUTE } from './model/list-fields'\nimport { CRM_LEAD_SOURCE_VALUES_ROUTE } from './model/lead-source-values'\nimport { CRM_TASK_ROUTES } from './model/task-routes'\nimport { crmNextActivityHandler } from './server/next-activity-routes'\nimport { crmListFieldsHandler } from './server/list-fields-routes'\nimport { crmLeadSourceValuesHandler } from './server/lead-source-values'\nimport { registerCrmRecordEmailStateWriter } from './server/record-email-state'\nimport { registerCrmRecordTimelineWriter } from './server/record-timeline'\nimport { crmTaskCompleteHandler, crmTaskSaveHandler } from './server/task-routes'\nimport { crmCompaniesImportHandler } from './server/companies-import'\nimport { crmContactsImportHandler } from './server/contacts-import'\nimport { crmDealsImportHandler } from './server/deals-import'\nimport { crmLeadsImportHandler } from './server/leads-import'\nimport { crmTasksImportHandler } from './server/tasks-import'\nimport { crmDealStageHandler } from './server-deal-stage'\nimport { crmEmailSendHandler } from './server/email-send'\nimport { CRM_EMAIL_CHECK_ROUTE, crmEmailCheckHandler } from './server/email-check'\nimport { leadConvertHandler } from './server/lead-convert'\nimport { leadCreateHandler } from './server/lead-create'\nimport {\n  CONTACT_EMAIL_HISTORY_ROUTE,\n  contactEmailHistoryHandler,\n} from './server/contact-email-history'\nimport { CONTACTS_MERGE_ROUTE, contactsMergeHandler } from './server/contacts-merge'\nimport { CRM_ERASE_PERSON_ROUTE, crmErasePersonHandler } from './server/erase-person'\nimport { CRM_ORG_ACTIVITY_ROUTE, crmOrgActivityHandler } from './server/org-activity'\nimport { CRM_INBOUND_ADDRESS_ROUTE, crmInboundAddressHandler } from './server/inbound-address'\nimport { crmCompanyDeleteHandler } from './server/company-delete'\nimport { crmSharingHandler } from './server/crm-sharing'\nimport { CRM_SHARING_ROUTE } from './model/crm-sharing'\nimport { CONTACT_PHONE_REFUSAL, normalizeTags, typed } from './server/contact-profile'\nimport { crmContactUpdateHandler } from './server/contact-update'\nimport { crmContactRemoveHandler } from './server/contact-remove'\nimport {\n  CRM_EMAIL_TEMPLATE_DUPLICATE_ROUTE,\n  crmEmailTemplateDuplicateHandler,\n} from './server/email-template-duplicate'\nimport { registerCrmRecordFactsReaders } from './server/record-facts'\nimport { crmSuiteRefusal } from './server/suite-gate'\nimport {\n  CRM_RECIPE_INSTALL_ROUTE,\n  CRM_RECIPE_STATUS_ROUTE,\n  crmRecipeInstallHandler,\n  crmRecipeStatusHandler,\n} from './server/recipe-routes'\n\n/**\n * `GET /api/crm/ping` → `{ ok: true, plugin: 'crm' }`.\n *\n * No auth, no host, no data: it answers whether the plugin's server bundle\n * was loaded and its routes registered, which is a fact about the process\n * and not about any org. Anything that reads a document goes behind the\n * same session and role checks the other plugins' console routes use.\n */\nexport const crmPingHandler: PluginApiHandler = (req, res) => {\n  if (req.method !== 'GET') {\n    res.setHeader('Allow', 'GET')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  res.status(200).json({ ok: true, plugin: BUNDLE_ID })\n}\n\ntype Refusal = { ok: false; status: number; error: string }\n\n/**\n * Who is calling, and whether they may edit this site's CRM.\n *\n * The same check the inbox, bookings and email console routes make: a\n * bearer ID token, verified, and an `admin` or `editor` role on the host\n * document. A contact is a site's business record, so the site's own role\n * map is the right authority; org-wide reach is not required, because a\n * site editor who can open the record in the console can already write\n * every other field on it client-direct.\n */\nasync function authorizeSiteEditor(\n  req: PluginApiRequest,\n  hostId: string,\n): Promise<{ ok: true; uid: string; email: string | null } | Refusal> {\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) return { ok: false, status: 401, error: 'Unauthenticated' }\n  let uid: string\n  let email: string | null\n  try {\n    const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n    uid = decoded.uid\n    email = typeof decoded.email === 'string' ? decoded.email : null\n  } catch (error) {\n    // A refused credential is the caller's 401; a failure to check one is\n    // ours and keeps a 5xx (AGL-2852).\n    if (isRefusedIdToken(error)) return { ok: false, status: 401, error: 'Unauthenticated' }\n    console.error('[crm] the site editor could not be verified', error)\n    return { ok: false, status: 500, error: 'The sign-in could not be checked. Try again.' }\n  }\n  const hostSnapshot = await firebaseAdmin\n    .app()\n    .firestore()\n    .collection('hosts')\n    .doc(hostId)\n    .get()\n  if (!hostSnapshot.exists) {\n    return { ok: false, status: 404, error: 'Unknown site' }\n  }\n  const memberRole = (hostSnapshot.get('memberRoles') ?? {})[uid]\n  if (memberRole !== 'admin' && memberRole !== 'editor') {\n    return { ok: false, status: 403, error: 'Not a site admin or editor' }\n  }\n  return { ok: true, uid, email }\n}\n\n/**\n * `POST /api/crm/contact-stage` with `{ hostId, contactId, lifecycleStage }`.\n *\n * Writes the stage into THIS site's facet on the contact — a dotted\n * `update()`, never a top-level field, because the row is shared by every\n * site in the org and a stage is one holder's reading of the person — and\n * then announces `contactStageChanged` with the stage it replaced.\n *\n * A stage set to what it already is writes nothing and announces nothing:\n * the response says `changed: false`, and no automation listening for a\n * change hears one that did not happen.\n *\n * `lifecycleStage: null` CLEARS the stage (AGL-2804). A facet is the\n * server's to write, so \"not placed yet\" comes through the route that owns\n * the stage rather than as a client-direct delete, and it is refused to a\n * plan without the suite the way a move is. There is no event for \"no\n * stage\", so a clear announces nothing; an empty string names no stage and\n * is refused like any other the list does not have.\n *\n * The contact is looked up by id and then checked against `visibleTo`,\n * because the Admin SDK evaluates no rules: a caller who can edit site A\n * must not be able to restage a contact only site B holds by guessing its\n * id, and the scoped query the list uses is not available to a `doc()` read.\n */\nexport const contactStageHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  const hostId = String(req.body?.hostId ?? '').trim()\n  const contactId = String(req.body?.contactId ?? '').trim()\n  const requested: unknown = req.body?.lifecycleStage\n  if (!hostId || !contactId) {\n    res.status(400).json({ error: 'Missing hostId or contactId' })\n    return\n  }\n  // `null` clears the stage; anything else has to be one of the list's.\n  const clearing = requested === null\n  const lifecycleStage = clearing\n    ? ''\n    : isContactLifecycleStage(requested)\n      ? requested\n      : null\n  if (lifecycleStage === null) {\n    res.status(400).json({ error: 'Pick a lifecycle stage' })\n    return\n  }\n  const caller = await authorizeSiteEditor(req, hostId)\n  if (caller.ok === false) {\n    res.status(caller.status).json({ error: caller.error })\n    return\n  }\n  try {\n    // A lifecycle stage is the suite's (AGL-2787) — see `suite-gate.ts`.\n    const owner = await getOrgForHost(hostId)\n    if (!owner) {\n      res.status(404).json({ error: 'Unknown site' })\n      return\n    }\n    const suite = crmSuiteRefusal(owner.org, \"Moving a contact's lifecycle stage\")\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n    const contactsRef = await orgDataCollectionForHost(hostId, 'contacts')\n    const snapshot = await contactsRef.doc(contactId).get()\n    if (!snapshot.exists || !visibleToHost(snapshot.get('visibleTo'), hostId)) {\n      res.status(404).json({ error: 'Unknown contact' })\n      return\n    }\n    const group = await consentGroupForSite(hostId)\n    const facet = readContactFacet(\n      snapshot.data() as Record<string, unknown>,\n      group.groupId,\n    )\n    const previousStage = facet.lifecycleStage ?? ''\n    if (previousStage === lifecycleStage) {\n      res\n        .status(200)\n        .json({ ok: true, changed: false, lifecycleStage, previousStage })\n      return\n    }\n    await snapshot.ref.update({\n      [contactFacetPath(group.groupId, 'lifecycleStage')]: clearing\n        ? FieldValue.delete()\n        : lifecycleStage,\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // The stage is what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(snapshot.ref, 'contacts')\n    // Awaited, not floated: a serverless response ending cancels in-flight\n    // work, and the event is the reason this route exists. A clear has none.\n    if (!clearing) {\n      await emitHostEvent(\n        hostId,\n        'contactStageChanged',\n        {\n          contactId,\n          email: String(snapshot.get('email') ?? ''),\n          lifecycleStage,\n          previousStage,\n        },\n        { actor: { kind: 'member', uid: caller.uid, email: caller.email } },\n      )\n    }\n    res\n      .status(200)\n      .json({ ok: true, changed: true, lifecycleStage, previousStage })\n  } catch (error) {\n    console.error('[crm] contact-stage failed', hostId, contactId, error)\n    res.status(500).json({ error: 'The stage could not be changed' })\n  }\n}\n\n/**\n * What the create route says when the band refused (AGL-2596).\n *\n * The contacts list's own alert, in the past tense: the list says new\n * visitors are \"no longer captured\", and this says the one contact the\n * reader just tried to add was not. The remedy is the same sentence in both\n * places, so a reader who sees one and then the other is told one thing.\n */\nexport const CONTACT_BAND_FULL_MESSAGE =\n  'Contact limit reached — this contact was not added. Upgrade in Billing ' +\n  'to keep collecting.'\n\n/**\n * `POST /api/crm/contacts-create` — a person added by hand (AGL-2596).\n *\n * Body: `{ hostId, email, name?, phone?, jobTitle?, companyName?,\n * companyId?, address?, ownerUid?, lifecycleStage?, tags?,\n * marketingConsent?, disclosedConsentGroup? }`. Answers\n * `{ contactId, created }`: `created` is\n * false when the address already belonged to somebody, in which case what\n * was typed MERGES into the existing row — the dedupe the shared address\n * book exists for, and the reason a second \"create\" of one person is not\n * an error.\n *\n * ## Who may call it\n *\n * The caller's ID token, then `data.manage` on the site's org — the same key\n * the console surface itself is gated on, resolved through the same\n * three-layer permission read the members route uses. A scoped member is\n * admitted only for a site they reach: the rules would refuse a browser\n * write outside their tokens, and a server route that admitted it would be\n * a way round the rules rather than a service in front of them.\n *\n * ## What it refuses, and how\n *\n * A malformed email or phone number is a 400 with a sentence the drawer can\n * show under the field. The band is a 409 carrying the list's own wording:\n * it is not a bad request and not a server fault, it is the plan saying no,\n * and the drawer relays the sentence rather than inventing one.\n *\n * ## The company (AGL-2613)\n *\n * `companyId` is the picker's choice, and it is checked before anything is\n * written: the company has to exist and be visible to the capturing site's\n * scope, or a caller could file a person under a record they cannot open —\n * the same refusal the lead conversion makes. It reaches the upsert as\n * `facet.companyId`, which is where the link is kept in step with its mirror\n * and the company's contacts count; a merge onto somebody already at another\n * company is a MOVE there, not a second link. The stored company's own name\n * is what is echoed, over whatever the client sent, because the name on the\n * record is the company's and not the form's.\n *\n * ## What it writes beyond the upsert\n *\n * `upsertHostContact` takes the profile — phone, title, address, owner,\n * stage, company — and writes it into the capturing group's facet. The two\n * things it does not take are written here by DOTTED path afterwards: the\n * tags, which union into whatever the person already carried, and the\n * company name — the picked company's, or free text for a person filed\n * under a name no company record carries yet. Dotted paths because this is\n * an `update()`, and only an update reads a dot as a path — a nested object\n * here would replace the facet map and take every other holder's records\n * with it.\n */\nexport const crmContactsCreateHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n\n  const body = (req.body ?? {}) as Record<string, unknown>\n  const hostId = typed(body['hostId'], 128)\n  if (!hostId) {\n    res.status(400).json({ error: 'Missing hostId' })\n    return\n  }\n  const email = normalizeContactEmail(body['email'])\n  if (!email) {\n    res.status(400).json({ error: 'Enter a valid email address.' })\n    return\n  }\n  const rawPhone = typed(body['phone'], 40)\n  const phone = rawPhone ? normalizePhone(rawPhone) : null\n  if (rawPhone && !phone) {\n    res.status(400).json({ error: CONTACT_PHONE_REFUSAL })\n    return\n  }\n  const rawStage = typed(body['lifecycleStage'], 40)\n  if (rawStage && !isContactLifecycleStage(rawStage)) {\n    res.status(400).json({ error: 'Unknown lifecycle stage.' })\n    return\n  }\n  const name = typed(body['name'], 120)\n  const jobTitle = typed(body['jobTitle'], 120)\n  let companyName = typed(body['companyName'], 120)\n  const companyId = typed(body['companyId'], 128)\n  const ownerUid = typed(body['ownerUid'], 128)\n  const address =\n    body['address'] && typeof body['address'] === 'object'\n      ? normalizeAddress(body['address'] as AglynPostalAddress)\n      : null\n  const tags = normalizeTags(body['tags'])\n  const marketingConsent = body['marketingConsent'] === true\n  // The key of the consent-group sentence the drawer showed beside the box\n  // (AGL-3320): the opt-in covers the site's group only while it is the\n  // group's current one, and the capturing site alone otherwise.\n  const disclosedConsentGroup = typed(body['disclosedConsentGroup'], 64)\n\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) {\n    res.status(401).json({ error: 'Unauthenticated' })\n    return\n  }\n\n  try {\n    const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n    const resolved = await getOrgForHost(hostId)\n    if (!resolved) {\n      res.status(404).json({ error: 'Unknown site' })\n      return\n    }\n    const isStaff = decoded['staff'] === true\n    if (!isStaff) {\n      const membership = await resolveOrgMembership(decoded.uid, resolved.orgId)\n      const member = membership?.member ?? null\n      const reaches =\n        isOrgWideMember(member) || Boolean(member?.hostAccess?.[hostId])\n      const allowed =\n        member &&\n        reaches &&\n        (await memberHasOrgPermission(resolved.orgId, member, 'data.manage'))\n      if (!allowed) {\n        res.status(403).json({\n          error: 'Adding contacts requires the data.manage permission on this site',\n        })\n        return\n      }\n    }\n\n    // A person typed in by the team is the suite's; the capture doors that\n    // fill a Free workspace's contacts do not come through here (AGL-2787).\n    const suite = crmSuiteRefusal(resolved.org, 'Adding a contact by hand')\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n\n    if (companyId) {\n      const group = await consentGroupForSite(\n        hostId,\n        resolved.org as Record<string, unknown>,\n      )\n      const readable = new Set<string>(crmReadTokens(group))\n      const companySnapshot = await firebaseAdmin\n        .app()\n        .firestore()\n        .collection('orgs')\n        .doc(resolved.orgId)\n        .collection(CRM_COLLECTIONS.companies)\n        .doc(companyId)\n        .get()\n      const tokens: unknown = companySnapshot.exists\n        ? companySnapshot.get('visibleTo')\n        : undefined\n      const visible =\n        Array.isArray(tokens) && tokens.some((token) => readable.has(String(token)))\n      if (!visible) {\n        res.status(404).json({ error: 'Unknown company' })\n        return\n      }\n      companyName = typed(companySnapshot.get('name'), 120) || companyName\n    }\n\n    const result = await captureHostContact({\n      hostId,\n      email,\n      ...(name ? { name } : {}),\n      source: 'manual',\n      interaction: { summary: 'Added by hand' },\n      actor: {\n        kind: 'member',\n        uid: decoded.uid,\n        email: typeof decoded.email === 'string' ? decoded.email : null,\n      },\n      marketingConsent,\n      ...(marketingConsent && disclosedConsentGroup\n        ? { disclosedConsentGroup }\n        : {}),\n      facet: {\n        ...(phone ? { phone } : {}),\n        ...(jobTitle ? { jobTitle } : {}),\n        ...(companyId ? { companyId } : {}),\n        ...(address ? { address } : {}),\n        ...(ownerUid ? { ownerUid } : {}),\n        ...(rawStage && isContactLifecycleStage(rawStage)\n          ? { lifecycleStage: rawStage }\n          : {}),\n      },\n    })\n\n    if ('refused' in result) {\n      if (result.refused === 'band') {\n        res.status(409).json({ error: CONTACT_BAND_FULL_MESSAGE, reason: 'band' })\n        return\n      }\n      if (result.refused === 'invalid-email') {\n        res.status(400).json({ error: 'Enter a valid email address.' })\n        return\n      }\n      // The person was erased from this workspace (AGL-2623). A conflict,\n      // like the band: the request was well-formed and the answer is a\n      // standing fact about the address, not a fault in the call.\n      if (result.refused === 'erased') {\n        res.status(409).json({ error: CONTACT_ERASED_MESSAGE, reason: 'erased' })\n        return\n      }\n      res.status(500).json({ error: 'The contact could not be saved.' })\n      return\n    }\n\n    if (tags.length || companyName) {\n      const group = await consentGroupForSite(\n        hostId,\n        resolved.org as Record<string, unknown>,\n      )\n      const contacts = await orgDataCollectionForHost(hostId, 'contacts')\n      await contacts.doc(result.contactId).update({\n        ...(tags.length\n          ? {\n              [contactFacetPath(group.groupId, 'tags')]: FieldValue.arrayUnion(\n                ...tags,\n              ),\n            }\n          : {}),\n        ...(companyName\n          ? {\n              [contactFacetPath(group.groupId, 'companyName')]: companyName,\n              // The search echo — see `HostContact.companyName`.\n              companyName,\n            }\n          : {}),\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      // The tags are what the Contacts list filters by (AGL-3321).\n      await restampCrmListFieldsAt(contacts.doc(result.contactId), 'contacts')\n    }\n\n    /*\n     * The audit line, written HERE rather than by the console (AGL-2622):\n     * a route that verified the caller and performed the write is the one\n     * writer that cannot record an act that did not happen, which is the\n     * reason `check-activity-coverage.mjs` counts this file. A merge into\n     * a person the org already held is said to be one — the row was\n     * updated, not added — so the feed cannot claim two people for one.\n     */\n    await logHostActivity(\n      hostId,\n      { uid: decoded.uid, email: decoded.email ?? null },\n      result.created ? 'Added contact' : 'Updated contact',\n      { type: 'contact', id: result.contactId, name: name || email },\n    )\n\n    res\n      .status(result.created ? 201 : 200)\n      .json({ contactId: result.contactId, created: result.created })\n  } catch (error) {\n    console.error('[crm] contact create failed', error)\n    res.status(500).json({ error: 'The contact could not be saved.' })\n  }\n}\n\n/** Console API registration, named in `plugins.config.json` as `consoleApi`. */\nexport function registerCrmConsoleApi(): void {\n  /*\n   * The contact-capture writer, again (AGL-3080). Both apps run it at boot\n   * from their generated server-declarations manifest, and this is the\n   * backstop for a process whose boot did not: the first CRM door to load\n   * registers it. Registering twice replaces in place.\n   */\n  registerCrmServerDeclarations()\n  registerPluginApiRoute(CRM_API_ROUTES.ping, crmPingHandler)\n  registerPluginApiRoute(CRM_API_ROUTES.contactStage, contactStageHandler)\n  // Every other console write to a contact's facets (AGL-2804): the rules\n  // cannot tell one facet field from another, so the plan is asked here.\n  registerPluginApiRoute(CRM_API_ROUTES.contactUpdate, crmContactUpdateHandler)\n  registerPluginApiRoute(CRM_API_ROUTES.contactRemove, crmContactRemoveHandler)\n  // A company's contacts unlinked, then the company (AGL-2804): the unlink\n  // clears a facet, which is the server's to write.\n  registerPluginApiRoute(CRM_API_ROUTES.companyDelete, crmCompanyDeleteHandler)\n  // Tasks (AGL-2599): the two writes with a side effect outside the document\n  // — an assignee's notification, and the `taskCompleted` host event.\n  registerPluginApiRoute(CRM_TASK_ROUTES.save, crmTaskSaveHandler)\n  registerPluginApiRoute(CRM_TASK_ROUTES.complete, crmTaskCompleteHandler)\n  // A client-direct task write's door to `nextTaskAtMs` (AGL-2661).\n  registerPluginApiRoute(CRM_NEXT_ACTIVITY_ROUTE, crmNextActivityHandler)\n  // What a client-direct write the browser cannot follow up asks for: the\n  // fields the CRM lists query, restamped from the record (AGL-3321).\n  registerPluginApiRoute(CRM_LIST_FIELDS_ROUTE, crmListFieldsHandler)\n  // Sharing records with other sites (AGL-3336): a manager's share and\n  // unshare, the org's sharing rules and their recompute, and the rules'\n  // re-evaluation a client-direct write owes.\n  registerPluginApiRoute(CRM_SHARING_ROUTE, crmSharingHandler)\n  // A lead source value renamed or deleted (AGL-3298): the list and every\n  // lead and contact holding the old label, in one request.\n  registerPluginApiRoute(CRM_LEAD_SOURCE_VALUES_ROUTE, crmLeadSourceValuesHandler)\n  // One chunk of a contact file (AGL-2602), judged and written through the\n  // same door every capture uses.\n  registerPluginApiRoute('crm/contacts-import', crmContactsImportHandler)\n  // One chunk of a companies file (AGL-2621), matched by domain then name\n  // and written with the stamp every CRM creator writes.\n  registerPluginApiRoute('crm/companies-import', crmCompaniesImportHandler)\n  // One chunk of a deals file and one of a tasks file (AGL-2662): the\n  // pipeline, the stage and the assignee resolved by name, a row refused\n  // when the org has no such name.\n  registerPluginApiRoute('crm/deals-import', crmDealsImportHandler)\n  registerPluginApiRoute('crm/tasks-import', crmTasksImportHandler)\n  // One chunk of a leads file (AGL-2701), written through `addHostLead` —\n  // the same door a sign-up, a booking and a form submission file a lead\n  // through, so an imported row is keyed, bounded and unconsented exactly\n  // as a captured one is.\n  registerPluginApiRoute('crm/leads-import', crmLeadsImportHandler)\n  // The one writer of a deal's stage, won and lost (AGL-2598): the browser\n  // could write the field, but only a server can emit the event an\n  // automation listens for.\n  registerPluginApiRoute('crm/deal-stage', crmDealStageHandler)\n  // A person typed into the console (AGL-2596): the capture doors' own\n  // function behind a session check, so the dedupe and the band are judged\n  // where every other door judges them.\n  registerPluginApiRoute('crm/contacts-create', crmContactsCreateHandler)\n  // A lead becomes a contact, a company and a deal (AGL-2608) — the one CRM\n  // write a browser cannot make alone, because only the server may create a\n  // contact through the dedupe-and-meter door.\n  registerPluginApiRoute('crm/lead-convert', leadConvertHandler)\n  // A lead entered by hand (AGL-3231): the New lead drawer's route.\n  registerPluginApiRoute('crm/leads-create', leadCreateHandler)\n  // The one READ behind a route (AGL-2616): the per-recipient delivery log\n  // is closed to clients, so a contact's campaign mail is projected here.\n  registerPluginApiRoute(CONTACT_EMAIL_HISTORY_ROUTE, contactEmailHistoryHandler)\n  // One email to one person from their record (AGL-2615): the recipient is\n  // read off the record, the daily cap and both suppression lists are\n  // judged, and the message leaves on the site's sending identity.\n  registerPluginApiRoute(CRM_API_ROUTES.emailSend, crmEmailSendHandler)\n  // What the platform knows about one address before somebody writes to it\n  // (AGL-3328): the gateway chip on a record page, and the composer's\n  // warning about a domain with no mail server or a gateway holding this\n  // site's mail. DNS and the ledger are the server's.\n  registerPluginApiRoute(CRM_EMAIL_CHECK_ROUTE, crmEmailCheckHandler)\n  // Two records for one person become one (AGL-2625): the repoint of every\n  // row naming the merged record and the transaction over both documents\n  // are the server's, and the address index it writes is closed to clients.\n  registerPluginApiRoute(CONTACTS_MERGE_ROUTE, contactsMergeHandler)\n  // Files a person's privacy erasure for the daily job (AGL-2623);\n  // workspace admins only.\n  registerPluginApiRoute(CRM_ERASE_PERSON_ROUTE, crmErasePersonHandler)\n  // One line in the organization's activity feed for an act the org-level\n  // hub performed client-direct (AGL-2634): the feed is closed to clients,\n  // so the bulk bars' lines come through here.\n  registerPluginApiRoute(CRM_ORG_ACTIVITY_ROUTE, crmOrgActivityHandler)\n  // A recipe's action written into one site's automations from the org\n  // hub (AGL-2639), stamped and deduplicated by the server, and the stamps\n  // read back per site so the hub can say which sites carry which recipe.\n  registerPluginApiRoute(CRM_RECIPE_INSTALL_ROUTE, crmRecipeInstallHandler)\n  registerPluginApiRoute(CRM_RECIPE_STATUS_ROUTE, crmRecipeStatusHandler)\n  // The workspace's email capture address (AGL-2657): the token is minted\n  // and rotated here, behind the CRM's own gate, and the org document that\n  // carries it is closed to every client.\n  registerPluginApiRoute(CRM_INBOUND_ADDRESS_ROUTE, crmInboundAddressHandler)\n  /*\n   * The three doors a MACHINE calls (AGL-3080), at the paths they have\n   * always answered on: the scheduler's daily digest and hourly task\n   * reminders, on the cron secret, and the mail provider's capture webhook,\n   * on its signature. None names a site or a member, so each is registered\n   * as a machine's route — the dispatcher leaves the plugin's release and\n   * enablement gates and its write limit to it — and each judges the CRM's\n   * plan and flag for every organization it resolves. Loaded with the\n   * first call, not with the surface.\n   */\n  registerPluginApiRoute(\n    CRM_API_ROUTES.dailyDigest,\n    {\n      web: async (request) =>\n        (await import('./server/daily-digest-route')).crmDailyDigestRoute(request),\n    },\n    { machine: true },\n  )\n  registerPluginApiRoute(\n    CRM_API_ROUTES.taskReminders,\n    {\n      web: async (request) =>\n        (await import('./server/task-reminders-route')).crmTaskRemindersRoute(request),\n    },\n    { machine: true },\n  )\n  registerPluginApiRoute(\n    CRM_API_ROUTES.inbound,\n    {\n      web: async (request) => (await import('./server/inbound-route')).crmInboundRoute(request),\n    },\n    { machine: true },\n  )\n  /*\n   * The whole-collection export (AGL-2662). A portability route: the people\n   * files — contacts and leads — are what a workspace is owed on every plan\n   * and whether or not the CRM is switched on for it, so the dispatcher\n   * leaves its release and enablement gates to the route, which asks both\n   * of the CRM's own records. Loaded with the first export.\n   */\n  registerPluginApiRoute(\n    CRM_API_ROUTES.export,\n    {\n      web: async (request) => (await import('./server/export-route')).crmExportRoute(request),\n    },\n    { portability: true },\n  )\n  registerPluginApiRoute(\n    CRM_EMAIL_TEMPLATE_DUPLICATE_ROUTE,\n    crmEmailTemplateDuplicateHandler,\n  )\n  // The facts of a contact, company, deal or lead, and an import's field\n  // catalog, for another plugin in this process (AGL-2917): read on the core's\n  // record-facts seam under the rules every CRM door applies, and written\n  // nowhere.\n  registerCrmRecordFactsReaders()\n  // The CRM as the workspace's record system on the core's record-timeline\n  // seam (AGL-2981): another plugin files an email, a reply or a task on a\n  // record through it, under the CRM's own scope, dedupe and ceiling.\n  registerCrmRecordTimelineWriter()\n  // And on the record email-state seam (AGL-3245): a sender that filed a\n  // verdict on an address — a 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package/src/lib/testing/stand-in-site-record-routes.d.ts

@@ -0,0 +1,26 @@
+/**
+ * @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 record routes of the plugins a contact's captured history points back
+ * at — the inbox's `formSubmission`, commerce's `order`, bookings' `booking`
+ * (AGL-3080) — stood in for this plugin's specs, which may not load those
+ * plugins. Each answers what its owner publishes, at a site; what each owner
+ * publishes is held in its own `*-record-routes.spec.ts`. Registered under
+ * the owners' ids, so a spec asking what happens where one is not loaded
+ * unregisters that plugin's services.
+ */
+export declare function standInSiteRecordRoutes(): void;

package/src/lib/testing/stand-in-site-record-routes.js

@@ -0,0 +1,55 @@
+/**
+ * @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 { registerPluginRecordRoute } from "@aglyn/aglyn/plugin-manager/plugin-record-routes";
+/**
+ * The record routes of the plugins a contact's captured history points back
+ * at — the inbox's `formSubmission`, commerce's `order`, bookings' `booking`
+ * (AGL-3080) — stood in for this plugin's specs, which may not load those
+ * plugins. Each answers what its owner publishes, at a site; what each owner
+ * publishes is held in its own `*-record-routes.spec.ts`. Registered under
+ * the owners' ids, so a spec asking what happens where one is not loaded
+ * unregisters that plugin's services.
+ */ export function standInSiteRecordRoutes() {
+    const site = (orgSlug, host)=>host ? `/${orgSlug}/hosts/${host}` : null;
+    const query = (key, value)=>new URLSearchParams({
+            [key]: value
+        }).toString();
+    registerPluginRecordRoute('formSubmission', {
+        list: ({ orgSlug, host })=>{
+            var _site;
+            return `${(_site = site(orgSlug, host)) != null ? _site : `/${orgSlug}`}/inbox/submissions`;
+        },
+        record: ({ orgSlug, host }, id)=>host ? `${site(orgSlug, host)}/inbox/submissions?${query('submission', id)}` : null
+    }, {
+        pluginId: 'inbox'
+    });
+    registerPluginRecordRoute('order', {
+        list: ({ orgSlug, host })=>host ? `${site(orgSlug, host)}/products/orders` : null,
+        record: ({ orgSlug, host }, id)=>host ? `${site(orgSlug, host)}/products/orders?${query('order', id)}` : null,
+        byEmail: ({ orgSlug, host }, email)=>host ? `${site(orgSlug, host)}/products/orders?${query('email', email)}` : null
+    }, {
+        pluginId: 'commerce'
+    });
+    registerPluginRecordRoute('booking', {
+        list: ({ orgSlug, host })=>host ? `${site(orgSlug, host)}/bookings` : null,
+        record: ({ orgSlug, host })=>host ? `${site(orgSlug, host)}/bookings` : null,
+        byEmail: ({ orgSlug, host }, email)=>host ? `${site(orgSlug, host)}/bookings?${query('email', email)}` : null
+    }, {
+        pluginId: 'bookings'
+    });
+}
+
+//# sourceMappingURL=stand-in-site-record-routes.js.map

package/src/lib/testing/stand-in-site-record-routes.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/testing/stand-in-site-record-routes.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 { registerPluginRecordRoute } from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\n\n/**\n * The record routes of the plugins a contact's captured history points back\n * at — the inbox's `formSubmission`, commerce's `order`, bookings' `booking`\n * (AGL-3080) — stood in for this plugin's specs, which may not load those\n * plugins. Each answers what its owner publishes, at a site; what each owner\n * publishes is held in its own `*-record-routes.spec.ts`. Registered under\n * the owners' ids, so a spec asking what happens where one is not loaded\n * unregisters that plugin's services.\n */\nexport function standInSiteRecordRoutes(): void {\n  const site = (orgSlug: string, host: string | null) => (host ? `/${orgSlug}/hosts/${host}` : null)\n  const query = (key: string, value: string) => new URLSearchParams({ [key]: value }).toString()\n  registerPluginRecordRoute(\n    'formSubmission',\n    {\n      list: ({ orgSlug, host }) => `${site(orgSlug, host) ?? `/${orgSlug}`}/inbox/submissions`,\n      record: ({ orgSlug, host }, id) =>\n        host ? `${site(orgSlug, host)}/inbox/submissions?${query('submission', id)}` : null,\n    },\n    { pluginId: 'inbox' },\n  )\n  registerPluginRecordRoute(\n    'order',\n    {\n      list: ({ orgSlug, host }) => (host ? `${site(orgSlug, host)}/products/orders` : null),\n      record: ({ orgSlug, host }, id) =>\n        host ? `${site(orgSlug, host)}/products/orders?${query('order', id)}` : null,\n      byEmail: ({ orgSlug, host }, email) =>\n        host ? `${site(orgSlug, host)}/products/orders?${query('email', email)}` : null,\n    },\n    { pluginId: 'commerce' },\n  )\n  registerPluginRecordRoute(\n    'booking',\n    {\n      list: ({ orgSlug, host }) => (host ? `${site(orgSlug, host)}/bookings` : null),\n      record: ({ orgSlug, host }) => (host ? `${site(orgSlug, host)}/bookings` : null),\n      byEmail: ({ orgSlug, host }, email) =>\n        host ? `${site(orgSlug, host)}/bookings?${query('email', email)}` : null,\n    },\n    { pluginId: 'bookings' },\n  )\n}\n"],"names":["registerPluginRecordRoute","standInSiteRecordRoutes","site","orgSlug","host","query","key","value","URLSearchParams","toString","list","record","id","pluginId","byEmail","email"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,yBAAyB,QAAQ,mDAAkD;AAE5F;;;;;;;;CAQC,GACD,OAAO,SAASC;IACd,MAAMC,OAAO,CAACC,SAAiBC,OAAyBA,OAAO,CAAC,CAAC,EAAED,QAAQ,OAAO,EAAEC,MAAM,GAAG;IAC7F,MAAMC,QAAQ,CAACC,KAAaC,QAAkB,IAAIC,gBAAgB;YAAE,CAACF,IAAI,EAAEC;QAAM,GAAGE,QAAQ;IAC5FT,0BACE,kBACA;QACEU,MAAM,CAAC,EAAEP,OAAO,EAAEC,IAAI,EAAE;gBAAQF;mBAAH,IAAGA,QAAAA,KAAKC,SAASC,iBAAdF,QAAuB,CAAC,CAAC,EAAEC,SAAS,CAAC,kBAAkB,CAAC;;QACxFQ,QAAQ,CAAC,EAAER,OAAO,EAAEC,IAAI,EAAE,EAAEQ,KAC1BR,OAAO,GAAGF,KAAKC,SAASC,MAAM,mBAAmB,EAAEC,MAAM,cAAcO,KAAK,GAAG;IACnF,GACA;QAAEC,UAAU;IAAQ;IAEtBb,0BACE,SACA;QACEU,MAAM,CAAC,EAAEP,OAAO,EAAEC,IAAI,EAAE,GAAMA,OAAO,GAAGF,KAAKC,SAASC,MAAM,gBAAgB,CAAC,GAAG;QAChFO,QAAQ,CAAC,EAAER,OAAO,EAAEC,IAAI,EAAE,EAAEQ,KAC1BR,OAAO,GAAGF,KAAKC,SAASC,MAAM,iBAAiB,EAAEC,MAAM,SAASO,KAAK,GAAG;QAC1EE,SAAS,CAAC,EAAEX,OAAO,EAAEC,IAAI,EAAE,EAAEW,QAC3BX,OAAO,GAAGF,KAAKC,SAASC,MAAM,iBAAiB,EAAEC,MAAM,SAASU,QAAQ,GAAG;IAC/E,GACA;QAAEF,UAAU;IAAW;IAEzBb,0BACE,WACA;QACEU,MAAM,CAAC,EAAEP,OAAO,EAAEC,IAAI,EAAE,GAAMA,OAAO,GAAGF,KAAKC,SAASC,MAAM,SAAS,CAAC,GAAG;QACzEO,QAAQ,CAAC,EAAER,OAAO,EAAEC,IAAI,EAAE,GAAMA,OAAO,GAAGF,KAAKC,SAASC,MAAM,SAAS,CAAC,GAAG;QAC3EU,SAAS,CAAC,EAAEX,OAAO,EAAEC,IAAI,EAAE,EAAEW,QAC3BX,OAAO,GAAGF,KAAKC,SAASC,MAAM,UAAU,EAAEC,MAAM,SAASU,QAAQ,GAAG;IACxE,GACA;QAAEF,UAAU;IAAW;AAE3B"}

package/src/lib/usage-axes.d.ts

@@ -0,0 +1,35 @@
+/**
+ * @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 { PluginUsageAxesDeclaration } from '@aglyn/aglyn/plugin-manager/plugin-usage-axes';
+/**
+ * THE CRM'S METER (AGL-3080): the records band — contacts, companies and
+ * deals, counted together — in the platform's cost model and utilization
+ * table. Compiled into core by the manifest generator (`register.usageAxes`).
+ *
+ * Priced at `perContactMonth`. The rate was measured on a contact, the most
+ * expensive of the three to hold, so it over-covers a company or a deal
+ * rather than under-pricing one. `crmRecordsCount` REPLACES `contactsCount`
+ * when a rollup carries it — the contacts are inside the sum, and pricing
+ * both would charge the same people twice — and `contactsCount` alone is
+ * read only on a month written before the band was widened (AGL-2611). The
+ * two components are recorded so the sum stays legible.
+ *
+ * The band is org-wide despite the entitlement's name: the records gate
+ * compares `contactsPerHost` against an org-wide headcount, and the tier
+ * model costs it unexpanded.
+ */
+export declare function crmUsageAxes(): PluginUsageAxesDeclaration;

package/src/lib/usage-axes.js

@@ -0,0 +1,75 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ import { CRM_RECORDS_METER_ID } from "./constants/bundle-common.js";
+/**
+ * THE CRM'S METER (AGL-3080): the records band — contacts, companies and
+ * deals, counted together — in the platform's cost model and utilization
+ * table. Compiled into core by the manifest generator (`register.usageAxes`).
+ *
+ * Priced at `perContactMonth`. The rate was measured on a contact, the most
+ * expensive of the three to hold, so it over-covers a company or a deal
+ * rather than under-pricing one. `crmRecordsCount` REPLACES `contactsCount`
+ * when a rollup carries it — the contacts are inside the sum, and pricing
+ * both would charge the same people twice — and `contactsCount` alone is
+ * read only on a month written before the band was widened (AGL-2611). The
+ * two components are recorded so the sum stays legible.
+ *
+ * The band is org-wide despite the entitlement's name: the records gate
+ * compares `contactsPerHost` against an org-wide headcount, and the tier
+ * model costs it unexpanded.
+ */ export function crmUsageAxes() {
+    return {
+        costAxes: [
+            {
+                id: 'contacts',
+                order: 60,
+                fields: [
+                    'crmRecordsCount'
+                ],
+                fallbackFields: [
+                    'contactsCount'
+                ],
+                recordedFields: [
+                    'companiesCount',
+                    'dealsCount'
+                ],
+                rate: 'perContactMonth'
+            }
+        ],
+        bands: [
+            {
+                id: 'contactsCount',
+                label: 'CRM records',
+                order: 70,
+                fields: [
+                    'crmRecordsCount'
+                ],
+                fallbackFields: [
+                    'contactsCount'
+                ],
+                entitlement: 'contactsPerHost'
+            }
+        ],
+        // Measured in the monthly usage sweep by `server/crm-records-meter.ts`.
+        meters: [
+            {
+                id: CRM_RECORDS_METER_ID
+            }
+        ]
+    };
+}
+
+//# sourceMappingURL=usage-axes.js.map

package/src/lib/usage-axes.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/usage-axes.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 { PluginUsageAxesDeclaration } from '@aglyn/aglyn/plugin-manager/plugin-usage-axes'\nimport { CRM_RECORDS_METER_ID } from './constants/bundle-common'\n\n/**\n * THE CRM'S METER (AGL-3080): the records band — contacts, companies and\n * deals, counted together — in the platform's cost model and utilization\n * table. Compiled into core by the manifest generator (`register.usageAxes`).\n *\n * Priced at `perContactMonth`. The rate was measured on a contact, the most\n * expensive of the three to hold, so it over-covers a company or a deal\n * rather than under-pricing one. `crmRecordsCount` REPLACES `contactsCount`\n * when a rollup carries it — the contacts are inside the sum, and pricing\n * both would charge the same people twice — and `contactsCount` alone is\n * read only on a month written before the band was widened (AGL-2611). The\n * two components are recorded so the sum stays legible.\n *\n * The band is org-wide despite the entitlement's name: the records gate\n * compares `contactsPerHost` against an org-wide headcount, and the tier\n * model costs it unexpanded.\n */\nexport function crmUsageAxes(): PluginUsageAxesDeclaration {\n  return {\n    costAxes: [\n      {\n        id: 'contacts',\n        order: 60,\n        fields: ['crmRecordsCount'],\n        fallbackFields: ['contactsCount'],\n        recordedFields: ['companiesCount', 'dealsCount'],\n        rate: 'perContactMonth',\n      },\n    ],\n    bands: [\n      {\n        id: 'contactsCount',\n        label: 'CRM records',\n        order: 70,\n        fields: ['crmRecordsCount'],\n        fallbackFields: ['contactsCount'],\n        entitlement: 'contactsPerHost',\n      },\n    ],\n    // Measured in the monthly usage sweep by `server/crm-records-meter.ts`.\n    meters: [{ id: CRM_RECORDS_METER_ID }],\n  }\n}\n"],"names":["CRM_RECORDS_METER_ID","crmUsageAxes","costAxes","id","order","fields","fallbackFields","recordedFields","rate","bands","label","entitlement","meters"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAGD,SAASA,oBAAoB,QAAQ,+BAA2B;AAEhE;;;;;;;;;;;;;;;;CAgBC,GACD,OAAO,SAASC;IACd,OAAO;QACLC,UAAU;YACR;gBACEC,IAAI;gBACJC,OAAO;gBACPC,QAAQ;oBAAC;iBAAkB;gBAC3BC,gBAAgB;oBAAC;iBAAgB;gBACjCC,gBAAgB;oBAAC;oBAAkB;iBAAa;gBAChDC,MAAM;YACR;SACD;QACDC,OAAO;YACL;gBACEN,IAAI;gBACJO,OAAO;gBACPN,OAAO;gBACPC,QAAQ;oBAAC;iBAAkB;gBAC3BC,gBAAgB;oBAAC;iBAAgB;gBACjCK,aAAa;YACf;SACD;QACD,wEAAwE;QACxEC,QAAQ;YAAC;gBAAET,IAAIH;YAAqB;SAAE;IACxC;AACF"}

package/src/lib/components/use-emails-hub-path.d.ts

@@ -1,24 +0,0 @@
-/**
- * The Emails hub of the site this page is on — `/{org}/hosts/{site}/emails`
- * — or `null` when the page is not under a site.
- *
- * The sibling-hub pattern the Emails console uses to reach Marketing, in the
- * other direction: a CRM record page links a campaign entry to the email's
- * own report, which lives on the Emails surface, and the shell's `basePath`
- * names only this surface. Read off the URL rather than derived from
- * `basePath`, because the `[host]` segment is the site's subdomain and
- * nothing a CRM component holds says what that is.
- *
- * ⚠️ Under a site, THIS SITE's hub only. A record page under one site cannot
- * address a sibling site's Emails console without that site's subdomain,
- * which a contact document does not carry.
- *
- * At the ORGANIZATION level (AGL-2634) the URL names no site, and the mount
- * holds the org's site list instead: handed a `hostId`, this answers that
- * site's hub — `${hostsPath}/${subdomain}/emails` — or `null` for a site
- * whose subdomain the list could not answer, which is named and not linked.
- * Handed none, `null`: an org-level page has no hub of its own to fall
- * back to.
- */
-export declare function useEmailsHubPath(hostId?: string | null): string | null;
-export default useEmailsHubPath;

package/src/lib/components/use-emails-hub-path.js

@@ -1,59 +0,0 @@
-/**
- * @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.
- */ 'use client';
-import { buildRoute, Route } from "@aglyn/aglyn";
-import { useParams } from "next/navigation";
-import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
-/**
- * The Emails hub of the site this page is on — `/{org}/hosts/{site}/emails`
- * — or `null` when the page is not under a site.
- *
- * The sibling-hub pattern the Emails console uses to reach Marketing, in the
- * other direction: a CRM record page links a campaign entry to the email's
- * own report, which lives on the Emails surface, and the shell's `basePath`
- * names only this surface. Read off the URL rather than derived from
- * `basePath`, because the `[host]` segment is the site's subdomain and
- * nothing a CRM component holds says what that is.
- *
- * ⚠️ Under a site, THIS SITE's hub only. A record page under one site cannot
- * address a sibling site's Emails console without that site's subdomain,
- * which a contact document does not carry.
- *
- * At the ORGANIZATION level (AGL-2634) the URL names no site, and the mount
- * holds the org's site list instead: handed a `hostId`, this answers that
- * site's hub — `${hostsPath}/${subdomain}/emails` — or `null` for a site
- * whose subdomain the list could not answer, which is named and not linked.
- * Handed none, `null`: an org-level page has no hub of its own to fall
- * back to.
- */ export function useEmailsHubPath(hostId) {
-    const params = useParams();
-    const mount = useCrmOrgMount();
-    const orgSlug = params == null ? void 0 : params.orgSlug;
-    const host = params == null ? void 0 : params.host;
-    if (orgSlug && host) {
-        return buildRoute(Route.HOST_PLUGIN, {
-            orgSlug,
-            host,
-            pluginSlug: 'emails'
-        });
-    }
-    if (!mount || !hostId) return null;
-    const subdomain = mount.siteSubdomain(hostId);
-    return subdomain ? `${mount.hostsPath}/${encodeURIComponent(subdomain)}/emails` : null;
-}
-export default useEmailsHubPath;
-
-//# sourceMappingURL=use-emails-hub-path.js.map

package/src/lib/components/use-emails-hub-path.js.map

@@ -1 +0,0 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/use-emails-hub-path.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 { buildRoute, Route } from '@aglyn/aglyn'\nimport { useParams } from 'next/navigation'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\n\n/**\n * The Emails hub of the site this page is on — `/{org}/hosts/{site}/emails`\n * — or `null` when the page is not under a site.\n *\n * The sibling-hub pattern the Emails console uses to reach Marketing, in the\n * other direction: a CRM record page links a campaign entry to the email's\n * own report, which lives on the Emails surface, and the shell's `basePath`\n * names only this surface. Read off the URL rather than derived from\n * `basePath`, because the `[host]` segment is the site's subdomain and\n * nothing a CRM component holds says what that is.\n *\n * ⚠️ Under a site, THIS SITE's hub only. A record page under one site cannot\n * address a sibling site's Emails console without that site's subdomain,\n * which a contact document does not carry.\n *\n * At the ORGANIZATION level (AGL-2634) the URL names no site, and the mount\n * holds the org's site list instead: handed a `hostId`, this answers that\n * site's hub — `${hostsPath}/${subdomain}/emails` — or `null` for a site\n * whose subdomain the list could not answer, which is named and not linked.\n * Handed none, `null`: an org-level page has no hub of its own to fall\n * back to.\n */\nexport function useEmailsHubPath(hostId?: string | null): string | null {\n  const params = useParams<{ orgSlug: string; host: string }>()\n  const mount = useCrmOrgMount()\n  const orgSlug = params?.orgSlug\n  const host = params?.host\n  if (orgSlug && host) {\n    return buildRoute(Route.HOST_PLUGIN, { orgSlug, host, pluginSlug: 'emails' })\n  }\n  if (!mount || !hostId) return null\n  const subdomain = mount.siteSubdomain(hostId)\n  return subdomain ? `${mount.hostsPath}/${encodeURIComponent(subdomain)}/emails` : null\n}\n\nexport default useEmailsHubPath\n"],"names":["buildRoute","Route","useParams","useCrmOrgMount","useEmailsHubPath","hostId","params","mount","orgSlug","host","HOST_PLUGIN","pluginSlug","subdomain","siteSubdomain","hostsPath","encodeURIComponent"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;AAEA,SAASA,UAAU,EAAEC,KAAK,QAAQ,eAAc;AAChD,SAASC,SAAS,QAAQ,kBAAiB;AAC3C,SAASC,cAAc,QAAQ,gCAA4B;AAE3D;;;;;;;;;;;;;;;;;;;;;CAqBC,GACD,OAAO,SAASC,iBAAiBC,MAAsB;IACrD,MAAMC,SAASJ;IACf,MAAMK,QAAQJ;IACd,MAAMK,UAAUF,0BAAAA,OAAQE,OAAO;IAC/B,MAAMC,OAAOH,0BAAAA,OAAQG,IAAI;IACzB,IAAID,WAAWC,MAAM;QACnB,OAAOT,WAAWC,MAAMS,WAAW,EAAE;YAAEF;YAASC;YAAME,YAAY;QAAS;IAC7E;IACA,IAAI,CAACJ,SAAS,CAACF,QAAQ,OAAO;IAC9B,MAAMO,YAAYL,MAAMM,aAAa,CAACR;IACtC,OAAOO,YAAY,GAAGL,MAAMO,SAAS,CAAC,CAAC,EAAEC,mBAAmBH,WAAW,OAAO,CAAC,GAAG;AACpF;AAEA,eAAeR,iBAAgB"}