@aglyn/plugins-crm 1.0.0-beta.219 → 1.0.0-beta.220

package/src/lib/server/lead-create.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/lead-create.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * `POST /api/crm/leads-create` — a lead typed in by hand (AGL-3231).\n *\n * Salesforce's New Lead: a person the team has heard of and has not yet\n * qualified, entered with what is known about them — the address, the\n * name, the company as text, a title, a phone, a website, an address, tags,\n * where they came from — and nothing else brought into being. No contact,\n * no company record: those are the conversion's to make, once the lead is\n * real. Until then the lead is the whole record, which is what lets the\n * Leads section be worked without a second row for every person in it.\n *\n * ## Through the one door\n *\n * `addHostLead` is the single writer of `hosts/{hostId}/leads` — the\n * capture doors, the import and the REST create all reach it — and it is\n * the writer here. That is what keys the lead on the person, so a second\n * \"new lead\" for one address updates the first rather than filing twice;\n * counts it against the platform ceiling inside the transaction that\n * writes; and records NO marketing basis, because a person typed in by the\n * team is not a person who ticked a box. The profile and the working state\n * are the CRM's own annotations and land in one merge write after the\n * door's, exactly as the import writes them.\n *\n * ## Who may call it\n *\n * The same two gates the convert route asks: `data.manage` in the org, and\n * a role on THIS site — a lead is the site's record, so an org member scoped\n * to a sibling site holds the key but not the host. Then the CRM suite gate,\n * because a lead entered by hand is suite work: the capture doors that fill\n * a Free workspace's leads do not come through here.\n */\n\nimport {\n  checkVisitorRecordCeiling,\n  CONTACT_FIELDS_MAX_PER_ORG,\n  type ContactFieldDefinition,\n  CRM_COLLECTIONS,\n  type CrmCustomValue,\n  type CrmLeadProfilePatch,\n  type CrmLeadStatus,\n  LEADS_MAX_PER_HOST,\n  normalizeContactEmail,\n  normalizeCrmLeadProfile,\n  personKey,\n  type PluginApiHandler,\n  readCrmCustomInput,\n} from '@aglyn/aglyn/server'\nimport {\n  addHostLead,\n  firebaseAdmin,\n  getOrgForHost,\n  logHostActivity,\n  orgLeadsForHost,\n  restampCrmListFieldsAt,\n  readLeadForHost,\n  scopedToHost,\n} from '@aglyn/tenant-data-admin'\nimport { resolveOrgPermissions } from '@aglyn/tenant-runtime/org-permissions'\nimport { normalizeCampaignIds, readCampaignIds } from '@aglyn/aglyn/app-utils/campaign-membership'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport type { CampaignFilingRef } from '../model/campaign-filing-activity'\nimport { fileCampaignFilingActivities } from './campaign-filing-activity'\nimport { readLeadSourcePicklist, resolveLeadSourceWrite } from './lead-source-picklist'\nimport { holdsDataManage } from './org-caller'\nimport { crmSuiteRefusal } from './suite-gate'\n\n/** The statuses a lead may be entered in — everything but the converted state. */\nconst CREATE_STATUSES: readonly CrmLeadStatus[] = ['new', 'working']\n\nconst NAME_MAX = 120\nconst NOTES_MAX = 4000\n\n/** The surface a hand-entered lead names, beside `signup`, `booking`, `form:{id}` and `import`. */\nexport const LEAD_MANUAL_SOURCE = 'manual'\n\n/** What the New lead drawer posts. */\nexport interface LeadCreateRequest {\n  hostId: string\n  email: string\n  name?: string\n  company?: string\n  jobTitle?: string\n  phone?: string\n  website?: string\n  address?: Record<string, unknown> | null\n  tags?: string[]\n  leadSource?: string\n  status?: CrmLeadStatus\n  ownerUid?: string\n  notes?: string\n  /** The org's campaigns to file the lead under (AGL-3254), by container id. */\n  campaignIds?: string[]\n  /**\n   * The org's custom LEAD fields (AGL-3272), keyed by each definition's\n   * `key`. Judged against the definitions whose `object` is `lead`, so a\n   * contact field of the same name cannot be written through this door.\n   */\n  custom?: Record<string, CrmCustomValue>\n}\n\n/** The sentence a campaign that is not the org's live one is refused with, under the field. */\nexport const LEAD_CAMPAIGN_REFUSAL =\n  \"One of the campaigns picked doesn't exist any more. Pick it again.\"\n\n/**\n * The campaigns a request may file a lead under: the organization's own\n * live containers (`orgs/{orgId}/emailCampaigns`), and nothing else. A\n * request can claim any id, and a lead filed under another org's campaign\n * — or one the console soft-deleted — would sit on a page nobody in this\n * org can open. A lead is an org record, so any live campaign of the org\n * qualifies, whichever sites it is placed on. Answered with the names as\n * they stand, for the timeline entries the filing writes (AGL-3274).\n *\n * @returns the clean ids with their names, or `null` when one is not the org's.\n */\nexport async function orgCampaigns(\n  firestore: FirebaseFirestore.Firestore,\n  orgId: string,\n  raw: unknown,\n): Promise<CampaignFilingRef[] | null> {\n  const ids = normalizeCampaignIds(raw)\n  if (!ids.length) return []\n  if (!orgId || ids.some((id) => id.includes('/'))) return null\n  const containers = firestore.collection('orgs').doc(orgId).collection('emailCampaigns')\n  const found = await firestore.getAll(...ids.map((id) => containers.doc(id)))\n  const live = found.every((snapshot) => snapshot.exists && !snapshot.get('deletedAt'))\n  return live\n    ? ids.map((id, index) => ({ id, name: String(found[index]?.get('name') ?? '').trim() || id }))\n    : null\n}\n\n/** The ids alone — see {@link orgCampaigns}. */\nexport async function orgCampaignIds(\n  firestore: FirebaseFirestore.Firestore,\n  orgId: string,\n  raw: unknown,\n): Promise<string[] | null> {\n  const campaigns = await orgCampaigns(firestore, orgId, raw)\n  return campaigns ? campaigns.map((campaign) => campaign.id) : null\n}\n\n/** What the route answers on success. */\nexport interface LeadCreateResponse {\n  leadId: string\n  /** False when the site already held a lead for the address — it was updated. */\n  created: boolean\n}\n\n/** The lead's own fields as one write, `null` in the patch meaning a clear. */\nexport function leadProfileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n  const write: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(patch)) {\n    if (value === undefined) continue\n    write[key] = value === null ? FieldValue.delete() : value\n  }\n  return write\n}\n\nexport const leadCreateHandler: 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 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  const body: Partial<LeadCreateRequest> & Record<string, unknown> =\n    typeof req.body === 'string' ? JSON.parse(req.body) : (req.body ?? {})\n  const hostId = String(body.hostId ?? '')\n    .trim()\n    .slice(0, 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  /*\n   * The profile, refused BEFORE any read: a phone or a website the record\n   * cannot hold is answered under its field, the sentence the drawer shows\n   * beneath the input, and nothing was written to retry against.\n   */\n  const { patch, errors } = normalizeCrmLeadProfile(body)\n  const [firstError] = Object.entries(errors)\n  if (firstError) {\n    res.status(400).json({ error: firstError[1], field: firstError[0] })\n    return\n  }\n  const rawStatus = String(body.status ?? '').trim()\n  if (rawStatus && !CREATE_STATUSES.includes(rawStatus as CrmLeadStatus)) {\n    res.status(400).json({ error: 'A new lead is New or Working.' })\n    return\n  }\n  const name = String(body.name ?? '')\n    .trim()\n    .replace(/\\s+/g, ' ')\n    .slice(0, NAME_MAX)\n  const ownerUid = String(body.ownerUid ?? '')\n    .trim()\n    .slice(0, 128)\n  const notes = String(body.notes ?? '')\n    .trim()\n    .slice(0, NOTES_MAX)\n\n  try {\n    const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n    const staff = decoded['staff'] === true\n    const membership = await resolveOrgPermissions(decoded.uid, { hostId })\n    if (\n      !staff &&\n      !(membership.hostRole && (await holdsDataManage(membership.orgId, decoded.uid)))\n    ) {\n      res\n        .status(403)\n        .json({ error: 'Adding a lead requires the data permission on this site' })\n      return\n    }\n    const resolved = await getOrgForHost(hostId)\n    if (!resolved) {\n      res.status(404).json({ error: 'Unknown site' })\n      return\n    }\n    const suite = crmSuiteRefusal(resolved.org, 'Adding a lead by hand')\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n\n    const firestore = firebaseAdmin.app().firestore()\n    const hostRef = firestore.collection('hosts').doc(hostId)\n    const leadsRef = await orgLeadsForHost(hostId)\n    /*\n     * The org's own lead fields (AGL-3272), judged before any write and\n     * only when the body carried a map — a body without `custom` pays for\n     * no definition read. The refusal is the definition reader's own\n     * sentence, so a client learns which key it spelled wrong rather than\n     * that the lead could not be saved.\n     */\n    let custom: Record<string, CrmCustomValue> | undefined\n    if (body.custom !== undefined) {\n      const definitions = await firestore\n        .collection('orgs')\n        .doc(resolved.orgId)\n        .collection(CRM_COLLECTIONS.contactFields)\n        .limit(CONTACT_FIELDS_MAX_PER_ORG)\n        .get()\n      const judged = readCrmCustomInput(\n        body.custom,\n        definitions.docs.map((entry) => entry.data() as ContactFieldDefinition),\n        'lead',\n      )\n      if ('errors' in judged) {\n        const [field, message] = Object.entries(judged.errors)[0] ?? []\n        res.status(400).json({\n          error: message ?? 'A custom value could not be saved.',\n          ...(field ? { field } : {}),\n        })\n        return\n      }\n      custom = judged.values\n    }\n    // The campaigns, judged before any write, so a refused pick leaves\n    // nothing to retry against (AGL-3254).\n    const campaigns = await orgCampaigns(firestore, resolved.orgId, body.campaignIds)\n    if (campaigns === null) {\n      res.status(400).json({ error: LEAD_CAMPAIGN_REFUSAL, field: 'campaignIds' })\n      return\n    }\n    const campaignIds = campaigns.map((campaign) => campaign.id)\n    // Non-null by construction: the normalizer refused every address this\n    // derivation could not key.\n    const leadId = personKey(email) as string\n    const before = await readLeadForHost(hostId, leadId)\n    const created = !before\n    /*\n     * THE ORG'S LEAD SOURCES (AGL-3298), judged before any write: a value\n     * outside the list is refused under the field naming what the list\n     * allows, a lead the site already held keeps the value it has, and a\n     * new lead that named none starts from the list's default.\n     */\n    const leadSource = resolveLeadSourceWrite(\n      await readLeadSourcePicklist(firestore, resolved.orgId),\n      patch.leadSource,\n      { current: before?.get('leadSource'), created },\n    )\n    if (leadSource.ok === false) {\n      res.status(400).json({ error: leadSource.error, field: 'leadSource' })\n      return\n    }\n    if (leadSource.write === undefined) delete patch.leadSource\n    else patch.leadSource = leadSource.write\n    /*\n     * The platform ceiling, judged here so the drawer can say WHY rather\n     * than only that the lead could not be saved; the door re-judges it\n     * inside its own transaction, so a race is still refused there.\n     */\n    if (created) {\n      // What THIS site may see, not the whole org's collection (AGL-3275) —\n      // the same narrowing `addHostLead` re-applies inside its transaction.\n      const used = (await scopedToHost(leadsRef, hostId).count().get()).data().count\n      if (checkVisitorRecordCeiling(used, LEADS_MAX_PER_HOST).exceeded) {\n        res.status(409).json({\n          error:\n            'This site is at the platform lead limit, so the lead was not ' +\n            'added. Remove some leads, or contact support if this is real ' +\n            'traffic.',\n          reason: 'lead-ceiling',\n        })\n        return\n      }\n    }\n    const stored = await addHostLead({\n      hostRef,\n      hostId,\n      lead: {\n        email,\n        ...(name ? { name } : {}),\n        source: LEAD_MANUAL_SOURCE,\n      },\n    })\n    if (!stored) {\n      res.status(500).json({ error: 'The lead could not be saved.' })\n      return\n    }\n    const working: Record<string, unknown> = {\n      ...leadProfileWrite(patch),\n      ...(rawStatus ? { status: rawStatus } : {}),\n      ...(ownerUid ? { ownerUid } : {}),\n      ...(notes ? { notes } : {}),\n      // Added to what a lead the site already held carries, never in place\n      // of it: a second \"new lead\" for an address files it under one more\n      // campaign, as the bulk bar would.\n      ...(campaignIds.length ? { campaignIds: FieldValue.arrayUnion(...campaignIds) } : {}),\n      /*\n       * The map as a map, because the write below is a `set` with `merge`\n       * and a merge is a DEEP one: the keys this body named land, and a\n       * second \"new lead\" for an address the site already holds leaves\n       * every other key's value where it was. A dotted path would not do\n       * it — only `update` reads dots as paths, and `set` would file a\n       * field literally called `custom.tier`.\n       */\n      ...(custom && Object.keys(custom).length ? { custom } : {}),\n    }\n    if (Object.keys(working).length) {\n      await leadsRef\n        .doc(leadId)\n        .set({ ...working, updatedAt: FieldValue.serverTimestamp() }, { merge: true })\n      // The profile, tags and lead source are what the Leads list searches\n      // and filters by (AGL-3321): restamped from the merged lead.\n      await restampCrmListFieldsAt(leadsRef.doc(leadId), 'leads')\n    }\n    /*\n     * The filing on the lead's Activity (AGL-3274): one \"Filed under\" per\n     * campaign the lead was not already in, by the member who added it.\n     * After the write and never before, and never failing it — the\n     * membership is on the document; the entry records the act.\n     */\n    const already = readCampaignIds(before ? (before.data() as Record<string, unknown>) : null)\n    await fileCampaignFilingActivities(firestore, {\n      orgId: resolved.orgId,\n      org: resolved.org as Record<string, unknown>,\n      hostId,\n      link: { leadId },\n      action: 'filed',\n      campaigns: campaigns.filter((campaign) => !already.includes(campaign.id)),\n      atMs: Date.now(),\n      byUid: decoded.uid,\n      byName: String(decoded['name'] ?? decoded.email ?? '').trim() || null,\n    })\n    /*\n     * The audit line, written by the route that verified the caller and\n     * performed the write — the one writer that cannot record an add that\n     * did not happen. An update of a lead the site already held says so.\n     */\n    await logHostActivity(\n      hostId,\n      { uid: decoded.uid, email: decoded.email ?? null },\n      created ? 'Added lead' : 'Updated lead',\n      { type: 'lead', id: leadId, name: name || email },\n    )\n    const answer: LeadCreateResponse = { leadId, created }\n    res.status(created ? 201 : 200).json(answer)\n  } catch (error) {\n    console.error('leads-create failed', error)\n    res.status(500).json({ error: 'The lead could not be saved.' })\n  }\n}\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/lead-create.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * `POST /api/crm/leads-create` — a lead typed in by hand (AGL-3231).\n *\n * Salesforce's New Lead: a person the team has heard of and has not yet\n * qualified, entered with what is known about them — the address, the\n * name, the company as text, a title, a phone, a website, an address, tags,\n * where they came from — and nothing else brought into being. No contact,\n * no company record: those are the conversion's to make, once the lead is\n * real. Until then the lead is the whole record, which is what lets the\n * Leads section be worked without a second row for every person in it.\n *\n * ## Through the one door\n *\n * `addHostLead` is the single writer of `hosts/{hostId}/leads` — the\n * capture doors, the import and the REST create all reach it — and it is\n * the writer here. That is what keys the lead on the person, so a second\n * \"new lead\" for one address updates the first rather than filing twice;\n * counts it against the platform ceiling inside the transaction that\n * writes; and records NO marketing basis, because a person typed in by the\n * team is not a person who ticked a box. The profile and the working state\n * are the CRM's own annotations and land in one merge write after the\n * door's, exactly as the import writes them.\n *\n * ## Who may call it\n *\n * The same two gates the convert route asks: `data.manage` in the org, and\n * a role on THIS site — a lead is the site's record, so an org member scoped\n * to a sibling site holds the key but not the host. Then the CRM suite gate,\n * because a lead entered by hand is suite work: the capture doors that fill\n * a Free workspace's leads do not come through here.\n */\n\nimport {\n  checkVisitorRecordCeiling,\n  CONTACT_FIELDS_MAX_PER_ORG,\n  type ContactFieldDefinition,\n  CRM_COLLECTIONS,\n  type CrmCustomValue,\n  type CrmLeadProfilePatch,\n  type CrmLeadStatus,\n  LEADS_MAX_PER_HOST,\n  normalizeContactEmail,\n  normalizeCrmLeadProfile,\n  personKey,\n  type PluginApiHandler,\n  readCrmCustomInput,\n} from '@aglyn/aglyn/server'\nimport {\n  addHostLead,\n  firebaseAdmin,\n  getOrgForHost,\n  logHostActivity,\n  orgLeadsForHost,\n  restampCrmListFieldsAt,\n  readLeadForHost,\n  scopedToHost,\n} from '@aglyn/tenant-data-admin'\nimport { resolveOrgPermissions } from '@aglyn/tenant-runtime/org-permissions'\nimport { normalizeContainerIds, readContainerIds } from '@aglyn/aglyn/app-utils/container-membership'\nimport { readOrgContainers } from '@aglyn/tenant-data-admin/server/org-containers'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport type { CampaignFilingRef } from '../model/campaign-filing-activity'\nimport { fileCampaignFilingActivities } from './campaign-filing-activity'\nimport { readLeadSourcePicklist, resolveLeadSourceWrite } from './lead-source-picklist'\nimport { holdsDataManage } from './org-caller'\nimport { crmSuiteRefusal } from './suite-gate'\n\n/** The statuses a lead may be entered in — everything but the converted state. */\nconst CREATE_STATUSES: readonly CrmLeadStatus[] = ['new', 'working']\n\nconst NAME_MAX = 120\nconst NOTES_MAX = 4000\n\n/** The surface a hand-entered lead names, beside `signup`, `booking`, `form:{id}` and `import`. */\nexport const LEAD_MANUAL_SOURCE = 'manual'\n\n/** What the New lead drawer posts. */\nexport interface LeadCreateRequest {\n  hostId: string\n  email: string\n  name?: string\n  company?: string\n  jobTitle?: string\n  phone?: string\n  website?: string\n  address?: Record<string, unknown> | null\n  tags?: string[]\n  leadSource?: string\n  status?: CrmLeadStatus\n  ownerUid?: string\n  notes?: string\n  /** The org's campaigns to file the lead under (AGL-3254), by container id. */\n  campaignIds?: string[]\n  /**\n   * The org's custom LEAD fields (AGL-3272), keyed by each definition's\n   * `key`. Judged against the definitions whose `object` is `lead`, so a\n   * contact field of the same name cannot be written through this door.\n   */\n  custom?: Record<string, CrmCustomValue>\n}\n\n/** The sentence a campaign that is not the org's live one is refused with, under the field. */\nexport const LEAD_CAMPAIGN_REFUSAL =\n  \"One of the campaigns picked doesn't exist any more. Pick it again.\"\n\n/**\n * The campaigns a request may file a lead under: the organization's own\n * live containers of the `campaign` kind, and nothing else. A\n * request can claim any id, and a lead filed under another org's campaign\n * — or one the console soft-deleted — would sit on a page nobody in this\n * org can open. A lead is an org record, so any live campaign of the org\n * qualifies, whichever sites it is placed on. Answered with the names as\n * they stand, for the timeline entries the filing writes (AGL-3274).\n *\n * @returns the clean ids with their names, or `null` when one is not the org's.\n */\nexport async function orgCampaigns(\n  firestore: FirebaseFirestore.Firestore,\n  orgId: string,\n  raw: unknown,\n): Promise<CampaignFilingRef[] | null> {\n  const ids = normalizeContainerIds(raw)\n  if (!ids.length) return []\n  if (!orgId || ids.some((id) => id.includes('/'))) return null\n  const found = await readOrgContainers(firestore, 'campaign', orgId, ids)\n  return found.every((container) => container.live)\n    ? found.map((container) => ({ id: container.id, name: container.name || container.id }))\n    : null\n}\n\n/** The ids alone — see {@link orgCampaigns}. */\nexport async function orgCampaignIds(\n  firestore: FirebaseFirestore.Firestore,\n  orgId: string,\n  raw: unknown,\n): Promise<string[] | null> {\n  const campaigns = await orgCampaigns(firestore, orgId, raw)\n  return campaigns ? campaigns.map((campaign) => campaign.id) : null\n}\n\n/** What the route answers on success. */\nexport interface LeadCreateResponse {\n  leadId: string\n  /** False when the site already held a lead for the address — it was updated. */\n  created: boolean\n}\n\n/** The lead's own fields as one write, `null` in the patch meaning a clear. */\nexport function leadProfileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n  const write: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(patch)) {\n    if (value === undefined) continue\n    write[key] = value === null ? FieldValue.delete() : value\n  }\n  return write\n}\n\nexport const leadCreateHandler: 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 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  const body: Partial<LeadCreateRequest> & Record<string, unknown> =\n    typeof req.body === 'string' ? JSON.parse(req.body) : (req.body ?? {})\n  const hostId = String(body.hostId ?? '')\n    .trim()\n    .slice(0, 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  /*\n   * The profile, refused BEFORE any read: a phone or a website the record\n   * cannot hold is answered under its field, the sentence the drawer shows\n   * beneath the input, and nothing was written to retry against.\n   */\n  const { patch, errors } = normalizeCrmLeadProfile(body)\n  const [firstError] = Object.entries(errors)\n  if (firstError) {\n    res.status(400).json({ error: firstError[1], field: firstError[0] })\n    return\n  }\n  const rawStatus = String(body.status ?? '').trim()\n  if (rawStatus && !CREATE_STATUSES.includes(rawStatus as CrmLeadStatus)) {\n    res.status(400).json({ error: 'A new lead is New or Working.' })\n    return\n  }\n  const name = String(body.name ?? '')\n    .trim()\n    .replace(/\\s+/g, ' ')\n    .slice(0, NAME_MAX)\n  const ownerUid = String(body.ownerUid ?? '')\n    .trim()\n    .slice(0, 128)\n  const notes = String(body.notes ?? '')\n    .trim()\n    .slice(0, NOTES_MAX)\n\n  try {\n    const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n    const staff = decoded['staff'] === true\n    const membership = await resolveOrgPermissions(decoded.uid, { hostId })\n    if (\n      !staff &&\n      !(membership.hostRole && (await holdsDataManage(membership.orgId, decoded.uid)))\n    ) {\n      res\n        .status(403)\n        .json({ error: 'Adding a lead requires the data permission on this site' })\n      return\n    }\n    const resolved = await getOrgForHost(hostId)\n    if (!resolved) {\n      res.status(404).json({ error: 'Unknown site' })\n      return\n    }\n    const suite = crmSuiteRefusal(resolved.org, 'Adding a lead by hand')\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n\n    const firestore = firebaseAdmin.app().firestore()\n    const hostRef = firestore.collection('hosts').doc(hostId)\n    const leadsRef = await orgLeadsForHost(hostId)\n    /*\n     * The org's own lead fields (AGL-3272), judged before any write and\n     * only when the body carried a map — a body without `custom` pays for\n     * no definition read. The refusal is the definition reader's own\n     * sentence, so a client learns which key it spelled wrong rather than\n     * that the lead could not be saved.\n     */\n    let custom: Record<string, CrmCustomValue> | undefined\n    if (body.custom !== undefined) {\n      const definitions = await firestore\n        .collection('orgs')\n        .doc(resolved.orgId)\n        .collection(CRM_COLLECTIONS.contactFields)\n        .limit(CONTACT_FIELDS_MAX_PER_ORG)\n        .get()\n      const judged = readCrmCustomInput(\n        body.custom,\n        definitions.docs.map((entry) => entry.data() as ContactFieldDefinition),\n        'lead',\n      )\n      if ('errors' in judged) {\n        const [field, message] = Object.entries(judged.errors)[0] ?? []\n        res.status(400).json({\n          error: message ?? 'A custom value could not be saved.',\n          ...(field ? { field } : {}),\n        })\n        return\n      }\n      custom = judged.values\n    }\n    // The campaigns, judged before any write, so a refused pick leaves\n    // nothing to retry against (AGL-3254).\n    const campaigns = await orgCampaigns(firestore, resolved.orgId, body.campaignIds)\n    if (campaigns === null) {\n      res.status(400).json({ error: LEAD_CAMPAIGN_REFUSAL, field: 'campaignIds' })\n      return\n    }\n    const campaignIds = campaigns.map((campaign) => campaign.id)\n    // Non-null by construction: the normalizer refused every address this\n    // derivation could not key.\n    const leadId = personKey(email) as string\n    const before = await readLeadForHost(hostId, leadId)\n    const created = !before\n    /*\n     * THE ORG'S LEAD SOURCES (AGL-3298), judged before any write: a value\n     * outside the list is refused under the field naming what the list\n     * allows, a lead the site already held keeps the value it has, and a\n     * new lead that named none starts from the list's default.\n     */\n    const leadSource = resolveLeadSourceWrite(\n      await readLeadSourcePicklist(firestore, resolved.orgId),\n      patch.leadSource,\n      { current: before?.get('leadSource'), created },\n    )\n    if (leadSource.ok === false) {\n      res.status(400).json({ error: leadSource.error, field: 'leadSource' })\n      return\n    }\n    if (leadSource.write === undefined) delete patch.leadSource\n    else patch.leadSource = leadSource.write\n    /*\n     * The platform ceiling, judged here so the drawer can say WHY rather\n     * than only that the lead could not be saved; the door re-judges it\n     * inside its own transaction, so a race is still refused there.\n     */\n    if (created) {\n      // What THIS site may see, not the whole org's collection (AGL-3275) —\n      // the same narrowing `addHostLead` re-applies inside its transaction.\n      const used = (await scopedToHost(leadsRef, hostId).count().get()).data().count\n      if (checkVisitorRecordCeiling(used, LEADS_MAX_PER_HOST).exceeded) {\n        res.status(409).json({\n          error:\n            'This site is at the platform lead limit, so the lead was not ' +\n            'added. Remove some leads, or contact support if this is real ' +\n            'traffic.',\n          reason: 'lead-ceiling',\n        })\n        return\n      }\n    }\n    const stored = await addHostLead({\n      hostRef,\n      hostId,\n      lead: {\n        email,\n        ...(name ? { name } : {}),\n        source: LEAD_MANUAL_SOURCE,\n      },\n    })\n    if (!stored) {\n      res.status(500).json({ error: 'The lead could not be saved.' })\n      return\n    }\n    const working: Record<string, unknown> = {\n      ...leadProfileWrite(patch),\n      ...(rawStatus ? { status: rawStatus } : {}),\n      ...(ownerUid ? { ownerUid } : {}),\n      ...(notes ? { notes } : {}),\n      // Added to what a lead the site already held carries, never in place\n      // of it: a second \"new lead\" for an address files it under one more\n      // campaign, as the bulk bar would.\n      ...(campaignIds.length ? { campaignIds: FieldValue.arrayUnion(...campaignIds) } : {}),\n      /*\n       * The map as a map, because the write below is a `set` with `merge`\n       * and a merge is a DEEP one: the keys this body named land, and a\n       * second \"new lead\" for an address the site already holds leaves\n       * every other key's value where it was. A dotted path would not do\n       * it — only `update` reads dots as paths, and `set` would file a\n       * field literally called `custom.tier`.\n       */\n      ...(custom && Object.keys(custom).length ? { custom } : {}),\n    }\n    if (Object.keys(working).length) {\n      await leadsRef\n        .doc(leadId)\n        .set({ ...working, updatedAt: FieldValue.serverTimestamp() }, { merge: true })\n      // The profile, tags and lead source are what the Leads list searches\n      // and filters by (AGL-3321): restamped from the merged lead.\n      await restampCrmListFieldsAt(leadsRef.doc(leadId), 'leads')\n    }\n    /*\n     * The filing on the lead's Activity (AGL-3274): one \"Filed under\" per\n     * campaign the lead was not already in, by the member who added it.\n     * After the write and never before, and never failing it — the\n     * membership is on the document; the entry records the act.\n     */\n    const already = readContainerIds(before ? (before.data() as Record<string, unknown>) : null, 'campaign')\n    await fileCampaignFilingActivities(firestore, {\n      orgId: resolved.orgId,\n      org: resolved.org as Record<string, unknown>,\n      hostId,\n      link: { leadId },\n      action: 'filed',\n      campaigns: campaigns.filter((campaign) => !already.includes(campaign.id)),\n      atMs: Date.now(),\n      byUid: decoded.uid,\n      byName: String(decoded['name'] ?? decoded.email ?? '').trim() || null,\n    })\n    /*\n     * The audit line, written by the route that verified the caller and\n     * performed the write — the one writer that cannot record an add that\n     * did not happen. An update of a lead the site already held says so.\n     */\n    await logHostActivity(\n      hostId,\n      { uid: decoded.uid, email: decoded.email ?? null },\n      created ? 'Added lead' : 'Updated lead',\n      { type: 'lead', id: leadId, name: name || email },\n    )\n    const answer: LeadCreateResponse = { leadId, created }\n    res.status(created ? 201 : 200).json(answer)\n  } catch (error) {\n    console.error('leads-create failed', error)\n    res.status(500).json({ error: 'The lead could not be saved.' })\n  }\n}\n\nexport default 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package/src/lib/server/lead-nurturing.d.ts

@@ -0,0 +1,23 @@
+/**
+ * @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 Firestore } from 'firebase-admin/firestore';
+/** Move the delivered-to leads still New to Nurturing; how many moved. */
+export declare function nurtureReachedLeads(firestore: Firestore, input: {
+    orgId: string;
+    hostId: string;
+    emails: readonly string[];
+}): Promise<number>;

package/src/lib/server/lead-nurturing.js

@@ -0,0 +1,82 @@
+/**
+ * @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.
+ */ /**
+ * WHAT A DELIVERED MARKETING EMAIL DOES TO A LEAD (AGL-3446).
+ *
+ * A lead nobody has touched, once a campaign email has been delivered to
+ * it, moves from New to Nurturing: automated email is reaching it, so the
+ * CRM digest must not count it as unworked, but no person has engaged yet.
+ * Sequences make the same move from their own send job. A sender reaches
+ * this through the record email-state seam's `reached`
+ * (`stampRecordEmailReach`), never by importing the CRM.
+ *
+ * Found by address rather than by audience: a lead's document id IS the
+ * `personKey` of its address (`orgs/{orgId}/leads/{personKey}`, AGL-3275),
+ * so every audience — the leads, a list, a segment, typed-in addresses —
+ * resolves the people it reached to their lead rows by one batched read,
+ * with no query and no index.
+ *
+ * Only a lead the sending site holds is moved — `visibleTo` names it — so
+ * one brand's campaign never writes the stage of a lead another brand in
+ * the same organization keeps. Only `new` moves; Nurturing, Working, the
+ * closed states and a converted lead are left as they stand.
+ *
+ * Never throws: the mail has already gone, and a stage that could not be
+ * written is one a rep sets by hand.
+ */ import { crmLeadStatus } from "@aglyn/aglyn/app-utils/crm";
+import { personKey } from "@aglyn/aglyn/app-utils/person-key";
+import { visibleToHost } from "@aglyn/aglyn/app-utils/scope-tokens";
+import { FieldValue } from "firebase-admin/firestore";
+/** `getAll` takes this many references per call, and a batch this many writes. */ const CHUNK = 300;
+/** Move the delivered-to leads still New to Nurturing; how many moved. */ export async function nurtureReachedLeads(firestore, input) {
+    if (!input.orgId || !input.emails.length) return 0;
+    const keys = [
+        ...new Set(input.emails.map((email)=>personKey(email)).filter((key)=>Boolean(key)))
+    ];
+    const leads = firestore.collection('orgs').doc(input.orgId).collection('leads');
+    let moved = 0;
+    for(let start = 0; start < keys.length; start += CHUNK){
+        try {
+            const snapshots = await firestore.getAll(...keys.slice(start, start + CHUNK).map((key)=>leads.doc(key)));
+            const batch = firestore.batch();
+            let writes = 0;
+            for (const snapshot of snapshots){
+                var _snapshot_data;
+                if (!snapshot.exists) continue;
+                const lead = (_snapshot_data = snapshot.data()) != null ? _snapshot_data : {};
+                if (lead['convertedContactId']) continue;
+                if (!visibleToHost(lead['visibleTo'], input.hostId)) continue;
+                if (crmLeadStatus(lead) !== 'new') continue;
+                batch.set(snapshot.ref, {
+                    status: 'nurturing',
+                    updatedAt: FieldValue.serverTimestamp()
+                }, {
+                    merge: true
+                });
+                writes += 1;
+            }
+            if (writes) {
+                await batch.commit();
+                moved += writes;
+            }
+        } catch (error) {
+            console.error('[crm] the reached leads could not be marked nurturing', input.orgId, error);
+        }
+    }
+    return moved;
+}
+
+//# sourceMappingURL=lead-nurturing.js.map

package/src/lib/server/lead-nurturing.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/lead-nurturing.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 * WHAT A DELIVERED MARKETING EMAIL DOES TO A LEAD (AGL-3446).\n *\n * A lead nobody has touched, once a campaign email has been delivered to\n * it, moves from New to Nurturing: automated email is reaching it, so the\n * CRM digest must not count it as unworked, but no person has engaged yet.\n * Sequences make the same move from their own send job. A sender reaches\n * this through the record email-state seam's `reached`\n * (`stampRecordEmailReach`), never by importing the CRM.\n *\n * Found by address rather than by audience: a lead's document id IS the\n * `personKey` of its address (`orgs/{orgId}/leads/{personKey}`, AGL-3275),\n * so every audience — the leads, a list, a segment, typed-in addresses —\n * resolves the people it reached to their lead rows by one batched read,\n * with no query and no index.\n *\n * Only a lead the sending site holds is moved — `visibleTo` names it — so\n * one brand's campaign never writes the stage of a lead another brand in\n * the same organization keeps. Only `new` moves; Nurturing, Working, the\n * closed states and a converted lead are left as they stand.\n *\n * Never throws: the mail has already gone, and a stage that could not be\n * written is one a rep sets by hand.\n */\n\nimport { crmLeadStatus } from '@aglyn/aglyn/app-utils/crm'\nimport { personKey } from '@aglyn/aglyn/app-utils/person-key'\nimport { visibleToHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport { FieldValue, type Firestore } from 'firebase-admin/firestore'\n\n/** `getAll` takes this many references per call, and a batch this many writes. */\nconst CHUNK = 300\n\n/** Move the delivered-to leads still New to Nurturing; how many moved. */\nexport async function nurtureReachedLeads(\n  firestore: Firestore,\n  input: { orgId: string; hostId: string; emails: readonly string[] },\n): Promise<number> {\n  if (!input.orgId || !input.emails.length) return 0\n  const keys = [\n    ...new Set(input.emails.map((email) => personKey(email)).filter((key): key is string => Boolean(key))),\n  ]\n  const leads = firestore.collection('orgs').doc(input.orgId).collection('leads')\n  let moved = 0\n  for (let start = 0; start < keys.length; start += CHUNK) {\n    try {\n      const snapshots = await firestore.getAll(...keys.slice(start, start + CHUNK).map((key) => leads.doc(key)))\n      const batch = firestore.batch()\n      let writes = 0\n      for (const snapshot of snapshots) {\n        if (!snapshot.exists) continue\n        const lead = snapshot.data() ?? {}\n        if (lead['convertedContactId']) continue\n        if (!visibleToHost(lead['visibleTo'] as string[] | undefined, input.hostId)) continue\n        if (crmLeadStatus(lead as never) !== 'new') continue\n        batch.set(snapshot.ref, { status: 'nurturing', updatedAt: FieldValue.serverTimestamp() }, { merge: true })\n        writes += 1\n      }\n      if (writes) {\n        await batch.commit()\n        moved += writes\n      }\n    } catch (error) {\n      console.error('[crm] the reached leads could not be marked nurturing', input.orgId, error)\n    }\n  }\n  return moved\n}\n"],"names":["crmLeadStatus","personKey","visibleToHost","FieldValue","CHUNK","nurtureReachedLeads","firestore","input","orgId","emails","length","keys","Set","map","email","filter","key","Boolean","leads","collection","doc","moved","start","snapshots","getAll","slice","batch","writes","snapshot","exists","lead","data","hostId","set","ref","status","updatedAt","serverTimestamp","merge","commit","error","console"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;CAuBC,GAED,SAASA,aAAa,QAAQ,6BAA4B;AAC1D,SAASC,SAAS,QAAQ,oCAAmC;AAC7D,SAASC,aAAa,QAAQ,sCAAqC;AACnE,SAASC,UAAU,QAAwB,2BAA0B;AAErE,gFAAgF,GAChF,MAAMC,QAAQ;AAEd,wEAAwE,GACxE,OAAO,eAAeC,oBACpBC,SAAoB,EACpBC,KAAmE;IAEnE,IAAI,CAACA,MAAMC,KAAK,IAAI,CAACD,MAAME,MAAM,CAACC,MAAM,EAAE,OAAO;IACjD,MAAMC,OAAO;WACR,IAAIC,IAAIL,MAAME,MAAM,CAACI,GAAG,CAAC,CAACC,QAAUb,UAAUa,QAAQC,MAAM,CAAC,CAACC,MAAuBC,QAAQD;KACjG;IACD,MAAME,QAAQZ,UAAUa,UAAU,CAAC,QAAQC,GAAG,CAACb,MAAMC,KAAK,EAAEW,UAAU,CAAC;IACvE,IAAIE,QAAQ;IACZ,IAAK,IAAIC,QAAQ,GAAGA,QAAQX,KAAKD,MAAM,EAAEY,SAASlB,MAAO;QACvD,IAAI;YACF,MAAMmB,YAAY,MAAMjB,UAAUkB,MAAM,IAAIb,KAAKc,KAAK,CAACH,OAAOA,QAAQlB,OAAOS,GAAG,CAAC,CAACG,MAAQE,MAAME,GAAG,CAACJ;YACpG,MAAMU,QAAQpB,UAAUoB,KAAK;YAC7B,IAAIC,SAAS;YACb,KAAK,MAAMC,YAAYL,UAAW;oBAEnBK;gBADb,IAAI,CAACA,SAASC,MAAM,EAAE;gBACtB,MAAMC,QAAOF,iBAAAA,SAASG,IAAI,cAAbH,iBAAmB,CAAC;gBACjC,IAAIE,IAAI,CAAC,qBAAqB,EAAE;gBAChC,IAAI,CAAC5B,cAAc4B,IAAI,CAAC,YAAY,EAA0BvB,MAAMyB,MAAM,GAAG;gBAC7E,IAAIhC,cAAc8B,UAAmB,OAAO;gBAC5CJ,MAAMO,GAAG,CAACL,SAASM,GAAG,EAAE;oBAAEC,QAAQ;oBAAaC,WAAWjC,WAAWkC,eAAe;gBAAG,GAAG;oBAAEC,OAAO;gBAAK;gBACxGX,UAAU;YACZ;YACA,IAAIA,QAAQ;gBACV,MAAMD,MAAMa,MAAM;gBAClBlB,SAASM;YACX;QACF,EAAE,OAAOa,OAAO;YACdC,QAAQD,KAAK,CAAC,yDAAyDjC,MAAMC,KAAK,EAAEgC;QACtF;IACF;IACA,OAAOnB;AACT"}

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

@@ -77,6 +77,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
 import { LEAD_IMPORT_CHUNK_SIZE, LEAD_IMPORT_MAX_BODY_BYTES, normalizeLeadImportRow } from "../model/crm-lead-import.js";
 import { addHostLead, firebaseAdmin, orgLeadsForHost, restampCrmListFieldsAt } from "@aglyn/tenant-data-admin";
 import { visibleToHost } from "@aglyn/aglyn/app-utils/scope-tokens";
+import { listOrgContainers } from "@aglyn/tenant-data-admin/server/org-containers";
 // The leaf, for the reason the webhook imports the delivery log from its
 // leaf: a spec that stands a partial barrel in must still reach it.
 import { countUndeliverableEmails, findUndeliverableEmails, IMPORT_MAIL_CHECK_GRACE_MS, settleWithin } from "@aglyn/tenant-data-admin/server/capture-email-check";
@@ -100,8 +101,8 @@ import { readLeadSourcePicklist, resolveLeadSourceWrite } from "./lead-source-pi
  */ const CAMPAIGN_DIRECTORY_CEILING = 200;
 /**
  * The org's live campaigns by NAME, lower-cased, for the `campaigns`
- * column. A lead is an org record, so every live container of the org
- * (`orgs/{orgId}/emailCampaigns`) may be named, whichever sites it is
+ * column. A lead is an org record, so every live container of the org's
+ * `campaign` kind may be named, whichever sites it is
  * placed on; where two share a name, the one placed on the importing site
  * wins, because that is the one its picker shows. A name the org does not
  * have is not guessed at: the row is refused whole and named, because a
@@ -110,15 +111,14 @@ import { readLeadSourcePicklist, resolveLeadSourceWrite } from "./lead-source-pi
  */ async function campaignDirectory(firestore, orgId, hostId) {
     const directory = new Map();
     if (!orgId) return directory;
-    const containers = await firestore.collection('orgs').doc(orgId).collection('emailCampaigns').limit(CAMPAIGN_DIRECTORY_CEILING).get();
-    const live = containers.docs.filter((container)=>!container.get('deletedAt'));
-    const placed = (container)=>visibleToHost(container.get('visibleTo'), hostId);
+    const containers = await listOrgContainers(firestore, 'campaign', orgId, CAMPAIGN_DIRECTORY_CEILING);
+    const live = containers.filter((container)=>container.live);
+    const placed = (container)=>visibleToHost(container.visibleTo, hostId);
     for (const container of [
         ...live.filter(placed),
         ...live.filter((entry)=>!placed(entry))
     ]){
-        var _container_get;
-        const name = String((_container_get = container.get('name')) != null ? _container_get : '').trim().toLowerCase();
+        const name = container.name.toLowerCase();
         if (name && !directory.has(name)) directory.set(name, container.id);
     }
     return directory;

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/leads-import.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * `POST /api/crm/leads-import` — one chunk of a leads file, written\n * (AGL-2701).\n *\n * The browser has already read the file and applied the operator's column\n * mapping; what arrives here is up to {@link LEAD_IMPORT_CHUNK_SIZE} raw\n * rows in the vocabulary `crm-lead-import.ts` defines. This route judges\n * each one through the same normalizer, resolves the owner against the\n * org's roster, and writes it in two halves.\n *\n * ## The capture half goes through the door every capture goes through\n *\n * `addHostLead` — the ONE writer of `hosts/{hostId}/leads` for the sign-up\n * handler and both booking paths — is the writer here too. That is what\n * makes an imported row key on `personKey` the way a second form\n * submission does, land under the site by path with `capturedByHostIds`\n * naming it, count against `LEADS_MAX_PER_HOST` inside the transaction\n * that writes, and record NO marketing basis. A bulk path with its own\n * `add()` would grow an unkeyed, unbounded copy of the site's leads under\n * a second set of rules.\n *\n * ## A lead is host-scoped by path, so nothing here stamps `visibleTo`\n *\n * The five org collections carry `visibleTo` because they sit under\n * `orgs/{orgId}` and the rules decide per document which sites may read\n * them. A lead does not: `hosts/{hostId}/leads` is private to the site by\n * path, the rules admit the site's own members, and the list therefore\n * reads it with no scope clause. An import that stamped scope tokens onto\n * a lead would be writing a field nothing reads, and would suggest a\n * sharing decision the collection does not have. The site is the whole\n * scope, and the drawer's picker is where it is chosen.\n *\n * ## No file may hand a lead a consent it did not give\n *\n * A capture writes a marketing basis only when the visitor ticked a box in\n * front of them. A CSV row has no such event behind it, so the lead\n * vocabulary has no consent column and this route passes no\n * `marketingConsent`: an imported lead is mailable only if some earlier\n * capture on this site already recorded a basis, which `addHostLead`\n * carries forward untouched. The contacts import has a consent column\n * because its own export writes one and the merchant is asserting a basis\n * they hold per person; the leads export writes none, and a column the\n * file cannot fill is a column that cannot be misread.\n *\n * ## The working half is written the way the list writes it\n *\n * A status, an owner, a reason and notes are the CRM's annotations, not\n * the capture's, and the leads list already writes them client-direct onto\n * the same document. A row that carries any of them gets one merge write\n * after the door's, stamped `updatedAt` exactly as the list stamps it. A\n * row that carries none costs nothing extra.\n *\n * ## Created or merged is read once for the chunk\n *\n * The door reports only whether the lead was STORED, and the result panel\n * has to say how many people were added and how many updated. One\n * `getAll` over the chunk's document ids answers that for every row in a\n * single round trip, before any of them is written — which is also the\n * only moment the answer is still true.\n */\n\nimport {\n  checkVisitorRecordCeiling,\n  type ContactSource,\n  LEADS_MAX_PER_HOST,\n  personKey,\n  type PluginApiHandler,\n} from '@aglyn/aglyn/server'\nimport {\n  LEAD_IMPORT_CHUNK_SIZE,\n  LEAD_IMPORT_MAX_BODY_BYTES,\n  type LeadImportChunkResult,\n  type LeadImportRawRow,\n  type LeadImportRow,\n  type LeadImportSkippedRow,\n  normalizeLeadImportRow,\n} from '../model/crm-lead-import'\nimport {\n  addHostLead,\n  firebaseAdmin,\n  orgLeadsForHost,\n  restampCrmListFieldsAt,\n} from '@aglyn/tenant-data-admin'\nimport { visibleToHost } from '@aglyn/aglyn/app-utils/scope-tokens'\n// The leaf, for the reason the webhook imports the delivery log from its\n// leaf: a spec that stands a partial barrel in must still reach it.\nimport {\n  countUndeliverableEmails,\n  findUndeliverableEmails,\n  IMPORT_MAIL_CHECK_GRACE_MS,\n  settleWithin,\n} from '@aglyn/tenant-data-admin/server/capture-email-check'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport {\n  ownerDirectory,\n  readImportRows,\n  resolveImportContext,\n} from './import-context'\nimport { readLeadSourcePicklist, resolveLeadSourceWrite } from './lead-source-picklist'\n\n/**\n * The surface an imported lead names, beside `signup`, `booking` and\n * `form:{formId}`.\n *\n * Typed as the capture-source union rather than a bare string, which is\n * what the contacts import gets for free from the door it calls: a lead's\n * `source` is plain text on the way in, so this is the only place the word\n * can be held to the same vocabulary the source filters and the labels\n * read. One person brought in by one file reads the same on both records.\n */\nconst LEAD_IMPORT_SOURCE: ContactSource = 'import'\n\n/**\n * How many of the org's campaigns one chunk reads to resolve the names a\n * file carries (AGL-3254). Well past what an org keeps — the picker offers\n * fifty — and read once per chunk rather than once per row.\n */\nconst CAMPAIGN_DIRECTORY_CEILING = 200\n\n/**\n * The org's live campaigns by NAME, lower-cased, for the `campaigns`\n * column. A lead is an org record, so every live container of the org\n * (`orgs/{orgId}/emailCampaigns`) may be named, whichever sites it is\n * placed on; where two share a name, the one placed on the importing site\n * wins, because that is the one its picker shows. A name the org does not\n * have is not guessed at: the row is refused whole and named, because a\n * lead filed under half its campaigns is a lead nobody asked for. Read\n * only when some row names one.\n */\nasync function campaignDirectory(\n  firestore: FirebaseFirestore.Firestore,\n  orgId: string,\n  hostId: string,\n): Promise<Map<string, string>> {\n  const directory = new Map<string, string>()\n  if (!orgId) return directory\n  const containers = await firestore\n    .collection('orgs')\n    .doc(orgId)\n    .collection('emailCampaigns')\n    .limit(CAMPAIGN_DIRECTORY_CEILING)\n    .get()\n  const live = containers.docs.filter((container) => !container.get('deletedAt'))\n  const placed = (container: FirebaseFirestore.QueryDocumentSnapshot) =>\n    visibleToHost(container.get('visibleTo') as string[] | undefined, hostId)\n  for (const container of [...live.filter(placed), ...live.filter((entry) => !placed(entry))]) {\n    const name = String(container.get('name') ?? '').trim().toLowerCase()\n    if (name && !directory.has(name)) directory.set(name, container.id)\n  }\n  return directory\n}\n\n/**\n * The team's annotations on one row and the lead's own profile\n * (AGL-3231), or nothing when the file named none of either. A profile\n * value lands as the record's card would write it; the file never clears\n * one, because a blank cell is a cell nobody filled.\n */\nfunction workingState(\n  row: LeadImportRow,\n  ownerUid: string | undefined,\n  campaignIds: readonly string[],\n): Record<string, unknown> | null {\n  const fields: Record<string, unknown> = {\n    ...(row.status ? { status: row.status } : {}),\n    ...(ownerUid ? { ownerUid } : {}),\n    ...(row.unqualifiedReason ? { unqualifiedReason: row.unqualifiedReason } : {}),\n    ...(row.notes ? { notes: row.notes } : {}),\n    ...row.profile,\n    // Added to what a lead the site already held carries (AGL-3254): a\n    // file re-imported under a new campaign files the person under one\n    // more, and never takes them out of the last.\n    ...(campaignIds.length ? { campaignIds: FieldValue.arrayUnion(...campaignIds) } : {}),\n  }\n  return Object.keys(fields).length ? fields : null\n}\n\n/**\n * `POST crm/leads-import` — `{ hostId, rows }` → a {@link LeadImportChunkResult}.\n *\n * Rows are written one after another so the ceiling's local count stays\n * honest across the request.\n */\nexport const crmLeadsImportHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    return res.status(405).json({ error: 'Method not allowed' })\n  }\n  const read = readImportRows<LeadImportRawRow>(req, {\n    maxBodyBytes: LEAD_IMPORT_MAX_BODY_BYTES,\n    chunkSize: LEAD_IMPORT_CHUNK_SIZE,\n  })\n  if ('error' in read) return res.status(read.status).json({ error: read.error })\n  try {\n    const context = await resolveImportContext(req)\n    if (context.ok === false) return res.status(context.status).json(context.body)\n\n    const skipped: LeadImportSkippedRow[] = []\n    const dropped: Record<string, number> = {}\n    const normalized: { index: number; row: LeadImportRow; key: string }[] = []\n    /*\n     * A duplicate WITHIN the request is skipped rather than merged, for\n     * the reason the contacts import gives: the second row would merge\n     * onto the first's document and the tally would read one created and\n     * one merged for one person in one file. Across requests the door's\n     * own dedupe answers, and reports a merge.\n     */\n    const seen = new Set<string>()\n    read.rows.forEach((raw, index) => {\n      const verdict = normalizeLeadImportRow(raw)\n      if (verdict.ok === false) {\n        skipped.push({ index, email: verdict.input, reason: verdict.reason })\n        return\n      }\n      // Non-null by construction: the normalizer refused every address\n      // this derivation could not key.\n      const key = personKey(verdict.row.email) as string\n      if (seen.has(key)) {\n        skipped.push({ index, email: verdict.row.email, reason: 'duplicate' })\n        return\n      }\n      seen.add(key)\n      for (const entry of verdict.row.dropped) {\n        dropped[entry.field] = (dropped[entry.field] ?? 0) + 1\n      }\n      normalized.push({ index, row: verdict.row, key })\n    })\n\n    /*\n     * THE ADDRESSES' MAIL SERVERS (AGL-3328), asked now so the answers\n     * arrive while the rows are written, and read after the last one for\n     * the result's \"N addresses have no mail server\". The records\n     * themselves are stamped by the check `addHostLead` queues.\n     */\n    const mailServers = findUndeliverableEmails(normalized.map((entry) => entry.row.email))\n    const imported: string[] = []\n\n    const firestore = firebaseAdmin.app().firestore()\n    const hostRef = firestore.collection('hosts').doc(context.hostId)\n    const leadsRef = await orgLeadsForHost(context.hostId)\n    const refs = normalized.map((entry) => leadsRef.doc(entry.key))\n    const namesCampaigns = normalized.some((entry) => entry.row.campaigns?.length)\n    const [owners, before, campaigns, leadSources] = await Promise.all([\n      ownerDirectory(\n        context.orgId,\n        normalized.map((entry) => entry.row),\n      ),\n      refs.length ? firestore.getAll(...refs) : Promise.resolve([]),\n      namesCampaigns\n        ? campaignDirectory(firestore, context.orgId, context.hostId)\n        : Promise.resolve(new Map<string, string>()),\n      // The org's lead source list (AGL-3298): one read per chunk, for the\n      // values rows name and the default a new lead starts from.\n      readLeadSourcePicklist(firestore, context.orgId),\n    ])\n    const beforeById = new Map(before.map((snapshot) => [snapshot.id, snapshot]))\n    const held = new Set(\n      before.filter((snapshot) => snapshot.exists).map((snapshot) => snapshot.id),\n    )\n    const ownersUnresolved = new Set<string>()\n    let counted: number | null = null\n    let createdHere = 0\n    let created = 0\n    let merged = 0\n\n    for (const { index, row, key } of normalized) {\n      // The campaigns the row names, every one of them the org's, or the\n      // row is refused whole and named (AGL-3254).\n      const campaignIds = (row.campaigns ?? []).map((name) => campaigns.get(name.toLowerCase()) ?? '')\n      if (campaignIds.some((id) => !id)) {\n        skipped.push({ index, email: row.email, reason: 'campaign-unknown' })\n        continue\n      }\n      const isNew = !held.has(key)\n      /*\n       * THE LEAD SOURCE, restricted to the org's list (AGL-3298). A value\n       * the list does not hold is refused whole and named, as a campaign\n       * the org does not have is — the drawer's notice has already listed\n       * the values the list allows — and a lead the site already held\n       * keeps the value it has. A new lead with no value starts from the\n       * list's default.\n       */\n      const leadSource = resolveLeadSourceWrite(leadSources, row.profile.leadSource, {\n        current: beforeById.get(key)?.get('leadSource'),\n        created: isNew,\n      })\n      if (leadSource.ok === false) {\n        skipped.push({ index, email: row.email, reason: 'lead-source-unknown' })\n        continue\n      }\n      if (leadSource.write) row.profile.leadSource = leadSource.write\n      /*\n       * The platform lead ceiling, judged the way the deals import judges\n       * the records band: one count at the first create, re-judged locally\n       * as the request creates more. The door re-judges it authoritatively\n       * inside its own transaction, so a race is still refused there — this\n       * is what lets the operator's skipped file say WHY rather than only\n       * that the row could not be saved.\n       */\n      if (isNew) {\n        if (counted === null) {\n          counted = (await leadsRef.count().get()).data().count\n        }\n        if (\n          checkVisitorRecordCeiling(counted + createdHere, LEADS_MAX_PER_HOST)\n            .exceeded\n        ) {\n          skipped.push({ index, email: row.email, reason: 'lead-ceiling' })\n          continue\n        }\n      }\n      let ownerUid: string | undefined\n      if (row.ownerEmail) {\n        ownerUid = owners.get(row.ownerEmail)\n        if (!ownerUid) ownersUnresolved.add(row.ownerEmail)\n      }\n      const stored = await addHostLead({\n        hostRef,\n        hostId: context.hostId,\n        lead: {\n          email: row.email,\n          ...(row.name ? { name: row.name } : {}),\n          source: LEAD_IMPORT_SOURCE,\n        },\n      })\n      if (!stored) {\n        skipped.push({ index, email: row.email, reason: 'write-failed' })\n        continue\n      }\n      const working = workingState(row, ownerUid, [...new Set(campaignIds)])\n      if (working) {\n        await leadsRef\n          .doc(key)\n          .set(\n            { ...working, updatedAt: FieldValue.serverTimestamp() },\n            { merge: true },\n          )\n        // The file's profile, tags, status and lead source are what the\n        // Leads list searches and filters by (AGL-3321).\n        await restampCrmListFieldsAt(leadsRef.doc(key), 'leads')\n      }\n      imported.push(row.email)\n      if (isNew) {\n        created += 1\n        createdHere += 1\n      } else {\n        merged += 1\n      }\n    }\n    const noMailServer = countUndeliverableEmails(\n      imported,\n      await settleWithin(mailServers, IMPORT_MAIL_CHECK_GRACE_MS),\n    )\n\n    const result: LeadImportChunkResult = {\n      received: read.rows.length,\n      created,\n      merged,\n      skipped: skipped.sort((a, b) => a.index - b.index),\n      dropped,\n      ownersUnresolved: [...ownersUnresolved],\n      ...(noMailServer !== undefined ? { noMailServer } : {}),\n    }\n    return res.status(200).json(result)\n  } catch (error) {\n    console.error('crm/leads-import failed', error)\n    return res.status(500).json({ error: 'The import could not continue.' })\n  }\n}\n"],"names":["checkVisitorRecordCeiling","LEADS_MAX_PER_HOST","personKey","LEAD_IMPORT_CHUNK_SIZE","LEAD_IMPORT_MAX_BODY_BYTES","normalizeLeadImportRow","addHostLead","firebaseAdmin","orgLeadsForHost","restampCrmListFieldsAt","visibleToHost","countUndeliverableEmails","findUndeliverableEmails","IMPORT_MAIL_CHECK_GRACE_MS","settleWithin","FieldValue","ownerDirectory","readImportRows","resolveImportContext","readLeadSourcePicklist","resolveLeadSourceWrite","LEAD_IMPORT_SOURCE","CAMPAIGN_DIRECTORY_CEILING","campaignDirectory","firestore","orgId","hostId","directory","Map","containers","collection","doc","limit","get","live","docs","filter","container","placed","entry","name","String","trim","toLowerCase","has","set","id","workingState","row","ownerUid","campaignIds","fields","status","unqualifiedReason","notes","profile","length","arrayUnion","Object","keys","crmLeadsImportHandler","req","res","method","setHeader","json","error","read","maxBodyBytes","chunkSize","context","ok","body","skipped","dropped","normalized","seen","Set","rows","forEach","raw","index","verdict","push","email","input","reason","key","add","field","mailServers","map","imported","app","hostRef","leadsRef","refs","namesCampaigns","some","campaigns","owners","before","leadSources","Promise","all","getAll","resolve","beforeById","snapshot","held","exists","ownersUnresolved","counted","createdHere","created","merged","isNew","leadSource","current","write","count","data","exceeded","ownerEmail","stored","lead","source","working","updatedAt","serverTimestamp","merge","noMailServer","result","received","sort","a","b","undefined","console"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA2DC,GAED,SACEA,yBAAyB,EAEzBC,kBAAkB,EAClBC,SAAS,QAEJ,sBAAqB;AAC5B,SACEC,sBAAsB,EACtBC,0BAA0B,EAK1BC,sBAAsB,QACjB,8BAA0B;AACjC,SACEC,WAAW,EACXC,aAAa,EACbC,eAAe,EACfC,sBAAsB,QACjB,2BAA0B;AACjC,SAASC,aAAa,QAAQ,sCAAqC;AACnE,yEAAyE;AACzE,oEAAoE;AACpE,SACEC,wBAAwB,EACxBC,uBAAuB,EACvBC,0BAA0B,EAC1BC,YAAY,QACP,sDAAqD;AAC5D,SAASC,UAAU,QAAQ,2BAA0B;AACrD,SACEC,cAAc,EACdC,cAAc,EACdC,oBAAoB,QACf,sBAAkB;AACzB,SAASC,sBAAsB,EAAEC,sBAAsB,QAAQ,4BAAwB;AAEvF;;;;;;;;;CASC,GACD,MAAMC,qBAAoC;AAE1C;;;;CAIC,GACD,MAAMC,6BAA6B;AAEnC;;;;;;;;;CASC,GACD,eAAeC,kBACbC,SAAsC,EACtCC,KAAa,EACbC,MAAc;IAEd,MAAMC,YAAY,IAAIC;IACtB,IAAI,CAACH,OAAO,OAAOE;IACnB,MAAME,aAAa,MAAML,UACtBM,UAAU,CAAC,QACXC,GAAG,CAACN,OACJK,UAAU,CAAC,kBACXE,KAAK,CAACV,4BACNW,GAAG;IACN,MAAMC,OAAOL,WAAWM,IAAI,CAACC,MAAM,CAAC,CAACC,YAAc,CAACA,UAAUJ,GAAG,CAAC;IAClE,MAAMK,SAAS,CAACD,YACd3B,cAAc2B,UAAUJ,GAAG,CAAC,cAAsCP;IACpE,KAAK,MAAMW,aAAa;WAAIH,KAAKE,MAAM,CAACE;WAAYJ,KAAKE,MAAM,CAAC,CAACG,QAAU,CAACD,OAAOC;KAAQ,CAAE;YACvEF;QAApB,MAAMG,OAAOC,QAAOJ,iBAAAA,UAAUJ,GAAG,CAAC,mBAAdI,iBAAyB,IAAIK,IAAI,GAAGC,WAAW;QACnE,IAAIH,QAAQ,CAACb,UAAUiB,GAAG,CAACJ,OAAOb,UAAUkB,GAAG,CAACL,MAAMH,UAAUS,EAAE;IACpE;IACA,OAAOnB;AACT;AAEA;;;;;CAKC,GACD,SAASoB,aACPC,GAAkB,EAClBC,QAA4B,EAC5BC,WAA8B;IAE9B,MAAMC,SAAkC,aAClCH,IAAII,MAAM,GAAG;QAAEA,QAAQJ,IAAII,MAAM;IAAC,IAAI,CAAC,GACvCH,WAAW;QAAEA;IAAS,IAAI,CAAC,GAC3BD,IAAIK,iBAAiB,GAAG;QAAEA,mBAAmBL,IAAIK,iBAAiB;IAAC,IAAI,CAAC,GACxEL,IAAIM,KAAK,GAAG;QAAEA,OAAON,IAAIM,KAAK;IAAC,IAAI,CAAC,GACrCN,IAAIO,OAAO,EAIVL,YAAYM,MAAM,GAAG;QAAEN,aAAanC,WAAW0C,UAAU,IAAIP;IAAa,IAAI,CAAC;IAErF,OAAOQ,OAAOC,IAAI,CAACR,QAAQK,MAAM,GAAGL,SAAS;AAC/C;AAEA;;;;;CAKC,GACD,OAAO,MAAMS,wBAA0C,OAAOC,KAAKC;IACjE,IAAID,IAAIE,MAAM,KAAK,QAAQ;QACzBD,IAAIE,SAAS,CAAC,SAAS;QACvB,OAAOF,IAAIV,MAAM,CAAC,KAAKa,IAAI,CAAC;YAAEC,OAAO;QAAqB;IAC5D;IACA,MAAMC,OAAOlD,eAAiC4C,KAAK;QACjDO,cAAchE;QACdiE,WAAWlE;IACb;IACA,IAAI,WAAWgE,MAAM,OAAOL,IAAIV,MAAM,CAACe,KAAKf,MAAM,EAAEa,IAAI,CAAC;QAAEC,OAAOC,KAAKD,KAAK;IAAC;IAC7E,IAAI;QACF,MAAMI,UAAU,MAAMpD,qBAAqB2C;QAC3C,IAAIS,QAAQC,EAAE,KAAK,OAAO,OAAOT,IAAIV,MAAM,CAACkB,QAAQlB,MAAM,EAAEa,IAAI,CAACK,QAAQE,IAAI;QAE7E,MAAMC,UAAkC,EAAE;QAC1C,MAAMC,UAAkC,CAAC;QACzC,MAAMC,aAAmE,EAAE;QAC3E;;;;;;KAMC,GACD,MAAMC,OAAO,IAAIC;QACjBV,KAAKW,IAAI,CAACC,OAAO,CAAC,CAACC,KAAKC;YACtB,MAAMC,UAAU7E,uBAAuB2E;YACvC,IAAIE,QAAQX,EAAE,KAAK,OAAO;gBACxBE,QAAQU,IAAI,CAAC;oBAAEF;oBAAOG,OAAOF,QAAQG,KAAK;oBAAEC,QAAQJ,QAAQI,MAAM;gBAAC;gBACnE;YACF;YACA,iEAAiE;YACjE,iCAAiC;YACjC,MAAMC,MAAMrF,UAAUgF,QAAQlC,GAAG,CAACoC,KAAK;YACvC,IAAIR,KAAKhC,GAAG,CAAC2C,MAAM;gBACjBd,QAAQU,IAAI,CAAC;oBAAEF;oBAAOG,OAAOF,QAAQlC,GAAG,CAACoC,KAAK;oBAAEE,QAAQ;gBAAY;gBACpE;YACF;YACAV,KAAKY,GAAG,CAACD;YACT,KAAK,MAAMhD,SAAS2C,QAAQlC,GAAG,CAAC0B,OAAO,CAAE;oBACfA;gBAAxBA,OAAO,CAACnC,MAAMkD,KAAK,CAAC,GAAG,EAACf,uBAAAA,OAAO,CAACnC,MAAMkD,KAAK,CAAC,YAApBf,uBAAwB,KAAK;YACvD;YACAC,WAAWQ,IAAI,CAAC;gBAAEF;gBAAOjC,KAAKkC,QAAQlC,GAAG;gBAAEuC;YAAI;QACjD;QAEA;;;;;KAKC,GACD,MAAMG,cAAc9E,wBAAwB+D,WAAWgB,GAAG,CAAC,CAACpD,QAAUA,MAAMS,GAAG,CAACoC,KAAK;QACrF,MAAMQ,WAAqB,EAAE;QAE7B,MAAMpE,YAAYjB,cAAcsF,GAAG,GAAGrE,SAAS;QAC/C,MAAMsE,UAAUtE,UAAUM,UAAU,CAAC,SAASC,GAAG,CAACuC,QAAQ5C,MAAM;QAChE,MAAMqE,WAAW,MAAMvF,gBAAgB8D,QAAQ5C,MAAM;QACrD,MAAMsE,OAAOrB,WAAWgB,GAAG,CAAC,CAACpD,QAAUwD,SAAShE,GAAG,CAACQ,MAAMgD,GAAG;QAC7D,MAAMU,iBAAiBtB,WAAWuB,IAAI,CAAC,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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/leads-import.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * `POST /api/crm/leads-import` — one chunk of a leads file, written\n * (AGL-2701).\n *\n * The browser has already read the file and applied the operator's column\n * mapping; what arrives here is up to {@link LEAD_IMPORT_CHUNK_SIZE} raw\n * rows in the vocabulary `crm-lead-import.ts` defines. This route judges\n * each one through the same normalizer, resolves the owner against the\n * org's roster, and writes it in two halves.\n *\n * ## The capture half goes through the door every capture goes through\n *\n * `addHostLead` — the ONE writer of `hosts/{hostId}/leads` for the sign-up\n * handler and both booking paths — is the writer here too. That is what\n * makes an imported row key on `personKey` the way a second form\n * submission does, land under the site by path with `capturedByHostIds`\n * naming it, count against `LEADS_MAX_PER_HOST` inside the transaction\n * that writes, and record NO marketing basis. A bulk path with its own\n * `add()` would grow an unkeyed, unbounded copy of the site's leads under\n * a second set of rules.\n *\n * ## A lead is host-scoped by path, so nothing here stamps `visibleTo`\n *\n * The five org collections carry `visibleTo` because they sit under\n * `orgs/{orgId}` and the rules decide per document which sites may read\n * them. A lead does not: `hosts/{hostId}/leads` is private to the site by\n * path, the rules admit the site's own members, and the list therefore\n * reads it with no scope clause. An import that stamped scope tokens onto\n * a lead would be writing a field nothing reads, and would suggest a\n * sharing decision the collection does not have. The site is the whole\n * scope, and the drawer's picker is where it is chosen.\n *\n * ## No file may hand a lead a consent it did not give\n *\n * A capture writes a marketing basis only when the visitor ticked a box in\n * front of them. A CSV row has no such event behind it, so the lead\n * vocabulary has no consent column and this route passes no\n * `marketingConsent`: an imported lead is mailable only if some earlier\n * capture on this site already recorded a basis, which `addHostLead`\n * carries forward untouched. The contacts import has a consent column\n * because its own export writes one and the merchant is asserting a basis\n * they hold per person; the leads export writes none, and a column the\n * file cannot fill is a column that cannot be misread.\n *\n * ## The working half is written the way the list writes it\n *\n * A status, an owner, a reason and notes are the CRM's annotations, not\n * the capture's, and the leads list already writes them client-direct onto\n * the same document. A row that carries any of them gets one merge write\n * after the door's, stamped `updatedAt` exactly as the list stamps it. A\n * row that carries none costs nothing extra.\n *\n * ## Created or merged is read once for the chunk\n *\n * The door reports only whether the lead was STORED, and the result panel\n * has to say how many people were added and how many updated. One\n * `getAll` over the chunk's document ids answers that for every row in a\n * single round trip, before any of them is written — which is also the\n * only moment the answer is still true.\n */\n\nimport {\n  checkVisitorRecordCeiling,\n  type ContactSource,\n  LEADS_MAX_PER_HOST,\n  personKey,\n  type PluginApiHandler,\n} from '@aglyn/aglyn/server'\nimport {\n  LEAD_IMPORT_CHUNK_SIZE,\n  LEAD_IMPORT_MAX_BODY_BYTES,\n  type LeadImportChunkResult,\n  type LeadImportRawRow,\n  type LeadImportRow,\n  type LeadImportSkippedRow,\n  normalizeLeadImportRow,\n} from '../model/crm-lead-import'\nimport {\n  addHostLead,\n  firebaseAdmin,\n  orgLeadsForHost,\n  restampCrmListFieldsAt,\n} from '@aglyn/tenant-data-admin'\nimport { visibleToHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport {\n  listOrgContainers,\n  type OrgContainerRecord,\n} from '@aglyn/tenant-data-admin/server/org-containers'\n// The leaf, for the reason the webhook imports the delivery log from its\n// leaf: a spec that stands a partial barrel in must still reach it.\nimport {\n  countUndeliverableEmails,\n  findUndeliverableEmails,\n  IMPORT_MAIL_CHECK_GRACE_MS,\n  settleWithin,\n} from '@aglyn/tenant-data-admin/server/capture-email-check'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport {\n  ownerDirectory,\n  readImportRows,\n  resolveImportContext,\n} from './import-context'\nimport { readLeadSourcePicklist, resolveLeadSourceWrite } from './lead-source-picklist'\n\n/**\n * The surface an imported lead names, beside `signup`, `booking` and\n * `form:{formId}`.\n *\n * Typed as the capture-source union rather than a bare string, which is\n * what the contacts import gets for free from the door it calls: a lead's\n * `source` is plain text on the way in, so this is the only place the word\n * can be held to the same vocabulary the source filters and the labels\n * read. One person brought in by one file reads the same on both records.\n */\nconst LEAD_IMPORT_SOURCE: ContactSource = 'import'\n\n/**\n * How many of the org's campaigns one chunk reads to resolve the names a\n * file carries (AGL-3254). Well past what an org keeps — the picker offers\n * fifty — and read once per chunk rather than once per row.\n */\nconst CAMPAIGN_DIRECTORY_CEILING = 200\n\n/**\n * The org's live campaigns by NAME, lower-cased, for the `campaigns`\n * column. A lead is an org record, so every live container of the org's\n * `campaign` kind may be named, whichever sites it is\n * placed on; where two share a name, the one placed on the importing site\n * wins, because that is the one its picker shows. A name the org does not\n * have is not guessed at: the row is refused whole and named, because a\n * lead filed under half its campaigns is a lead nobody asked for. Read\n * only when some row names one.\n */\nasync function campaignDirectory(\n  firestore: FirebaseFirestore.Firestore,\n  orgId: string,\n  hostId: string,\n): Promise<Map<string, string>> {\n  const directory = new Map<string, string>()\n  if (!orgId) return directory\n  const containers = await listOrgContainers(firestore, 'campaign', orgId, CAMPAIGN_DIRECTORY_CEILING)\n  const live = containers.filter((container) => container.live)\n  const placed = (container: OrgContainerRecord) => visibleToHost(container.visibleTo, hostId)\n  for (const container of [...live.filter(placed), ...live.filter((entry) => !placed(entry))]) {\n    const name = container.name.toLowerCase()\n    if (name && !directory.has(name)) directory.set(name, container.id)\n  }\n  return directory\n}\n\n/**\n * The team's annotations on one row and the lead's own profile\n * (AGL-3231), or nothing when the file named none of either. A profile\n * value lands as the record's card would write it; the file never clears\n * one, because a blank cell is a cell nobody filled.\n */\nfunction workingState(\n  row: LeadImportRow,\n  ownerUid: string | undefined,\n  campaignIds: readonly string[],\n): Record<string, unknown> | null {\n  const fields: Record<string, unknown> = {\n    ...(row.status ? { status: row.status } : {}),\n    ...(ownerUid ? { ownerUid } : {}),\n    ...(row.unqualifiedReason ? { unqualifiedReason: row.unqualifiedReason } : {}),\n    ...(row.notes ? { notes: row.notes } : {}),\n    ...row.profile,\n    // Added to what a lead the site already held carries (AGL-3254): a\n    // file re-imported under a new campaign files the person under one\n    // more, and never takes them out of the last.\n    ...(campaignIds.length ? { campaignIds: FieldValue.arrayUnion(...campaignIds) } : {}),\n  }\n  return Object.keys(fields).length ? fields : null\n}\n\n/**\n * `POST crm/leads-import` — `{ hostId, rows }` → a {@link LeadImportChunkResult}.\n *\n * Rows are written one after another so the ceiling's local count stays\n * honest across the request.\n */\nexport const crmLeadsImportHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    return res.status(405).json({ error: 'Method not allowed' })\n  }\n  const read = readImportRows<LeadImportRawRow>(req, {\n    maxBodyBytes: LEAD_IMPORT_MAX_BODY_BYTES,\n    chunkSize: LEAD_IMPORT_CHUNK_SIZE,\n  })\n  if ('error' in read) return res.status(read.status).json({ error: read.error })\n  try {\n    const context = await resolveImportContext(req)\n    if (context.ok === false) return res.status(context.status).json(context.body)\n\n    const skipped: LeadImportSkippedRow[] = []\n    const dropped: Record<string, number> = {}\n    const normalized: { index: number; row: LeadImportRow; key: string }[] = []\n    /*\n     * A duplicate WITHIN the request is skipped rather than merged, for\n     * the reason the contacts import gives: the second row would merge\n     * onto the first's document and the tally would read one created and\n     * one merged for one person in one file. Across requests the door's\n     * own dedupe answers, and reports a merge.\n     */\n    const seen = new Set<string>()\n    read.rows.forEach((raw, index) => {\n      const verdict = normalizeLeadImportRow(raw)\n      if (verdict.ok === false) {\n        skipped.push({ index, email: verdict.input, reason: verdict.reason })\n        return\n      }\n      // Non-null by construction: the normalizer refused every address\n      // this derivation could not key.\n      const key = personKey(verdict.row.email) as string\n      if (seen.has(key)) {\n        skipped.push({ index, email: verdict.row.email, reason: 'duplicate' })\n        return\n      }\n      seen.add(key)\n      for (const entry of verdict.row.dropped) {\n        dropped[entry.field] = (dropped[entry.field] ?? 0) + 1\n      }\n      normalized.push({ index, row: verdict.row, key })\n    })\n\n    /*\n     * THE ADDRESSES' MAIL SERVERS (AGL-3328), asked now so the answers\n     * arrive while the rows are written, and read after the last one for\n     * the result's \"N addresses have no mail server\". The records\n     * themselves are stamped by the check `addHostLead` queues.\n     */\n    const mailServers = findUndeliverableEmails(normalized.map((entry) => entry.row.email))\n    const imported: string[] = []\n\n    const firestore = firebaseAdmin.app().firestore()\n    const hostRef = firestore.collection('hosts').doc(context.hostId)\n    const leadsRef = await orgLeadsForHost(context.hostId)\n    const refs = normalized.map((entry) => leadsRef.doc(entry.key))\n    const namesCampaigns = normalized.some((entry) => entry.row.campaigns?.length)\n    const [owners, before, campaigns, leadSources] = await Promise.all([\n      ownerDirectory(\n        context.orgId,\n        normalized.map((entry) => entry.row),\n      ),\n      refs.length ? firestore.getAll(...refs) : Promise.resolve([]),\n      namesCampaigns\n        ? campaignDirectory(firestore, context.orgId, context.hostId)\n        : Promise.resolve(new Map<string, string>()),\n      // The org's lead source list (AGL-3298): one read per chunk, for the\n      // values rows name and the default a new lead starts from.\n      readLeadSourcePicklist(firestore, context.orgId),\n    ])\n    const beforeById = new Map(before.map((snapshot) => [snapshot.id, snapshot]))\n    const held = new Set(\n      before.filter((snapshot) => snapshot.exists).map((snapshot) => snapshot.id),\n    )\n    const ownersUnresolved = new Set<string>()\n    let counted: number | null = null\n    let createdHere = 0\n    let created = 0\n    let merged = 0\n\n    for (const { index, row, key } of normalized) {\n      // The campaigns the row names, every one of them the org's, or the\n      // row is refused whole and named (AGL-3254).\n      const campaignIds = (row.campaigns ?? []).map((name) => campaigns.get(name.toLowerCase()) ?? '')\n      if (campaignIds.some((id) => !id)) {\n        skipped.push({ index, email: row.email, reason: 'campaign-unknown' })\n        continue\n      }\n      const isNew = !held.has(key)\n      /*\n       * THE LEAD SOURCE, restricted to the org's list (AGL-3298). A value\n       * the list does not hold is refused whole and named, as a campaign\n       * the org does not have is — the drawer's notice has already listed\n       * the values the list allows — and a lead the site already held\n       * keeps the value it has. A new lead with no value starts from the\n       * list's default.\n       */\n      const leadSource = resolveLeadSourceWrite(leadSources, row.profile.leadSource, {\n        current: beforeById.get(key)?.get('leadSource'),\n        created: isNew,\n      })\n      if (leadSource.ok === false) {\n        skipped.push({ index, email: row.email, reason: 'lead-source-unknown' })\n        continue\n      }\n      if (leadSource.write) row.profile.leadSource = leadSource.write\n      /*\n       * The platform lead ceiling, judged the way the deals import judges\n       * the records band: one count at the first create, re-judged locally\n       * as the request creates more. The door re-judges it authoritatively\n       * inside its own transaction, so a race is still refused there — this\n       * is what lets the operator's skipped file say WHY rather than only\n       * that the row could not be saved.\n       */\n      if (isNew) {\n        if (counted === null) {\n          counted = (await leadsRef.count().get()).data().count\n        }\n        if (\n          checkVisitorRecordCeiling(counted + createdHere, LEADS_MAX_PER_HOST)\n            .exceeded\n        ) {\n          skipped.push({ index, email: row.email, reason: 'lead-ceiling' })\n          continue\n        }\n      }\n      let ownerUid: string | undefined\n      if (row.ownerEmail) {\n        ownerUid = owners.get(row.ownerEmail)\n        if (!ownerUid) ownersUnresolved.add(row.ownerEmail)\n      }\n      const stored = await addHostLead({\n        hostRef,\n        hostId: context.hostId,\n        lead: {\n          email: row.email,\n          ...(row.name ? { name: row.name } : {}),\n          source: LEAD_IMPORT_SOURCE,\n        },\n      })\n      if (!stored) {\n        skipped.push({ index, email: row.email, reason: 'write-failed' })\n        continue\n      }\n      const working = workingState(row, ownerUid, [...new Set(campaignIds)])\n      if (working) {\n        await leadsRef\n          .doc(key)\n          .set(\n            { ...working, updatedAt: FieldValue.serverTimestamp() },\n            { merge: true },\n          )\n        // The file's profile, tags, status and lead source are what the\n        // Leads list searches and filters by (AGL-3321).\n        await restampCrmListFieldsAt(leadsRef.doc(key), 'leads')\n      }\n      imported.push(row.email)\n      if (isNew) {\n        created += 1\n        createdHere += 1\n      } else {\n        merged += 1\n      }\n    }\n    const noMailServer = countUndeliverableEmails(\n      imported,\n      await settleWithin(mailServers, IMPORT_MAIL_CHECK_GRACE_MS),\n    )\n\n    const result: LeadImportChunkResult = {\n      received: read.rows.length,\n      created,\n      merged,\n      skipped: skipped.sort((a, b) => a.index - b.index),\n      dropped,\n      ownersUnresolved: [...ownersUnresolved],\n      ...(noMailServer !== undefined ? { noMailServer } : {}),\n    }\n    return res.status(200).json(result)\n  } catch (error) {\n    console.error('crm/leads-import failed', error)\n    return res.status(500).json({ error: 'The import could not continue.' })\n  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package/src/lib/server/record-email-state.js

@@ -19,6 +19,8 @@ import { CRM_EMAIL_STATUS_FIELD, CRM_EMAIL_STATUS_NONE, EMAIL_STATE_FIELD, nextE
 import { findContactByEmail, firebaseAdmin } from "@aglyn/tenant-data-admin";
 import { FieldValue } from "firebase-admin/firestore";
 import { BUNDLE_ID } from "../constants/bundle-common.js";
+import { recordContactEmailEngagement } from "./contact-email-engagement.js";
+import { nurtureReachedLeads } from "./lead-nurturing.js";
 const NONE = {
     records: 0
 };
@@ -121,6 +123,27 @@ export function createCrmRecordEmailStateWriter(deps) {
             return {
                 records
             };
+        },
+        async engaged (request) {
+            try {
+                const records = await recordContactEmailEngagement({
+                    hostId: request.hostId,
+                    events: request.events,
+                    firestore: deps.firestore()
+                });
+                return {
+                    records
+                };
+            } catch (error) {
+                console.error('[crm] the contacts could not be stamped with an engagement', request.hostId, error);
+                return NONE;
+            }
+        },
+        // A delivered campaign moves the New leads it reached to Nurturing (AGL-3446).
+        async reached (request) {
+            return {
+                records: await nurtureReachedLeads(deps.firestore(), request)
+            };
         }
     };
 }

package/src/lib/server/record-email-state.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/record-email-state.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 {\n  registerPluginRecordEmailStateWriter,\n  type PluginRecordEmailStateReport,\n  type PluginRecordEmailStateRequest,\n  type PluginRecordEmailStateWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-email-state'\nimport {\n  CRM_EMAIL_STATUS_FIELD,\n  CRM_EMAIL_STATUS_NONE,\n  EMAIL_STATE_FIELD,\n  nextEmailState,\n  normalizeContactEmail,\n  personKey,\n  readEmailState,\n  type EmailState,\n} from '@aglyn/aglyn/server'\nimport { findContactByEmail, firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { BUNDLE_ID } from '../constants/bundle-common'\n\n/**\n * THE CRM'S WRITER ON THE CORE'S RECORD EMAIL-STATE SEAM (AGL-3245).\n *\n * A sender filed a verdict on an address — the outreach runtime's bounce,\n * the campaign webhook's complaint, a member's do-not-contact mark, the\n * unsubscribe link — and says so here; this writes it onto every record\n * the address is, as `emailState`, so the record a person reads and the\n * lists a send consults agree.\n *\n * One address can be several records: the contact the organization holds\n * (found through the address index, `findContactByEmail`), and a lead on\n * each site the organization owns — leads are keyed by `personKey`, so a\n * lead is addressed directly under every host. All of them are stamped;\n * the verdict is about the address, not about which record a rep opened.\n * A caller that knows only the site reads the organization off it.\n *\n * The write keeps the STRONGER verdict (`nextEmailState`): a member's\n * do-not-contact mark is not undone by a later bounce, and `ok` lands only\n * when a caller forces it. `updatedAt` is left alone — a verdict is\n * something that happened to the person, not an edit the team made, and a\n * list sorted on recency must not reshuffle on a bounce.\n *\n * Never throws: the list is the control, and a record that could not be\n * stamped is a chip a page goes without, logged.\n */\n\ntype Firestore = FirebaseFirestore.Firestore\n\nexport interface CrmRecordEmailStateDeps {\n  firestore(): Firestore\n}\n\nconst NONE: PluginRecordEmailStateReport = { records: 0 }\n\n/**\n * Applies the verdict to one record; answers whether it moved. A read then\n * a merge rather than a transaction: two verdicts landing together each\n * compare against a state at least as old as their own, and the ranking\n * makes the order of two writes of the same rank immaterial.\n */\nasync function stampRecord(\n  ref: FirebaseFirestore.DocumentReference,\n  incoming: EmailState,\n  force: boolean,\n  withdraw = false,\n): Promise<boolean> {\n  const snapshot = await ref.get()\n  if (!snapshot.exists) return false\n  const current = readEmailState(snapshot.data() as Record<string, unknown>)\n  /*\n   * A WITHDRAWAL takes back the one verdict it names (AGL-3328): the\n   * deliverability check's \"Would bounce\" once the domain takes mail again.\n   * Any other standing verdict — a bounce DNS cannot see — is left alone.\n   */\n  if (withdraw) {\n    if (current?.status !== incoming.status) return false\n    await ref.update({\n      [EMAIL_STATE_FIELD]: FieldValue.delete(),\n      [CRM_EMAIL_STATUS_FIELD]: CRM_EMAIL_STATUS_NONE,\n    })\n    return true\n  }\n  // The deliverability check saying again what the record already holds:\n  // the date it was first found is the one worth keeping.\n  if (incoming.source === 'check' && current?.status === incoming.status) return false\n  const next = nextEmailState(current, incoming, { force })\n  // The current verdict stood, or the same verdict arrived again — a second\n  // run of the caller — and there is nothing to write.\n  if (\n    next === current ||\n    (current &&\n      next.status === current.status &&\n      next.atMs === current.atMs &&\n      next.source === current.source &&\n      next.detail === current.detail)\n  ) {\n    return false\n  }\n  // `emailStatus` beside it: the verdict as the CRM lists filter by it\n  // (AGL-3321) — a key a query can ask, where the state is a map.\n  await ref.set(\n    { [EMAIL_STATE_FIELD]: next, [CRM_EMAIL_STATUS_FIELD]: next.status },\n    { merge: true },\n  )\n  return true\n}\n\n/** The organization a request names, or the one its site belongs to. */\nasync function resolveOrgId(firestore: Firestore, request: PluginRecordEmailStateRequest): Promise<string> {\n  const named = String(request.orgId ?? '').trim()\n  if (named) return named\n  const hostId = String(request.hostId ?? '').trim()\n  if (!hostId) return ''\n  const host = await firestore.collection('hosts').doc(hostId).get()\n  return host.exists ? String(host.get('orgId') ?? '') : ''\n}\n\nexport function createCrmRecordEmailStateWriter(deps: CrmRecordEmailStateDeps): PluginRecordEmailStateWriter {\n  return {\n    async stamp(request) {\n      const email = normalizeContactEmail(request.email)\n      const key = email ? personKey(email) : null\n      if (!email || !key) return NONE\n      const firestore = deps.firestore()\n      let orgId: string\n      try {\n        orgId = await resolveOrgId(firestore, request)\n      } catch (error) {\n        console.error('[crm] the site’s organization could not be read for an email state', request.hostId, error)\n        return NONE\n      }\n      if (!orgId) return NONE\n      const state: EmailState = {\n        status: request.state.status,\n        atMs: Number.isFinite(request.state.atMs) && request.state.atMs > 0 ? request.state.atMs : Date.now(),\n        source: request.state.source,\n        detail: request.state.detail\n          ? String(request.state.detail).replace(/\\s+/g, ' ').trim().slice(0, 500)\n          : null,\n        ...(request.state.enrollmentId ? { enrollmentId: request.state.enrollmentId } : {}),\n      }\n      const force = request.force === true\n      const withdraw = request.withdraw === true\n      let records = 0\n      try {\n        const contacts = firestore.collection('orgs').doc(orgId).collection('contacts')\n        const contact = await findContactByEmail(contacts, email)\n        if (contact && (await stampRecord(contact.ref, state, force, withdraw))) records += 1\n      } catch (error) {\n        console.error('[crm] the contact could not be stamped with an email state', orgId, error)\n      }\n      try {\n        /*\n         * ONE ORG ROW. A bounce or a do-not-contact mark is the platform's\n         * verdict on the ADDRESS, and since AGL-3277 there is one document\n         * carrying it — the per-site loop beside this had nothing left to\n         * find once AGL-3276 emptied the host path.\n         */\n        if (await stampRecord(\n          firestore.collection('orgs').doc(orgId).collection('leads').doc(key),\n          state,\n          force,\n          withdraw,\n        )) {\n          records += 1\n        }\n      } catch (error) {\n        console.error('[crm] the leads could not be stamped with an email state', orgId, error)\n      }\n      return { records }\n    },\n  }\n}\n\n/** The platform's own dependencies. 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/record-email-state.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 {\n  registerPluginRecordEmailStateWriter,\n  type PluginRecordEmailStateReport,\n  type PluginRecordEmailStateRequest,\n  type PluginRecordEmailStateWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-email-state'\nimport {\n  CRM_EMAIL_STATUS_FIELD,\n  CRM_EMAIL_STATUS_NONE,\n  EMAIL_STATE_FIELD,\n  nextEmailState,\n  normalizeContactEmail,\n  personKey,\n  readEmailState,\n  type EmailState,\n} from '@aglyn/aglyn/server'\nimport { findContactByEmail, firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { BUNDLE_ID } from '../constants/bundle-common'\nimport { recordContactEmailEngagement } from './contact-email-engagement'\nimport { nurtureReachedLeads } from './lead-nurturing'\n\n/**\n * THE CRM'S WRITER ON THE CORE'S RECORD EMAIL-STATE SEAM (AGL-3245).\n *\n * A sender filed a verdict on an address — the outreach runtime's bounce,\n * the campaign webhook's complaint, a member's do-not-contact mark, the\n * unsubscribe link — and says so here; this writes it onto every record\n * the address is, as `emailState`, so the record a person reads and the\n * lists a send consults agree.\n *\n * One address can be several records: the contact the organization holds\n * (found through the address index, `findContactByEmail`), and a lead on\n * each site the organization owns — leads are keyed by `personKey`, so a\n * lead is addressed directly under every host. All of them are stamped;\n * the verdict is about the address, not about which record a rep opened.\n * A caller that knows only the site reads the organization off it.\n *\n * The write keeps the STRONGER verdict (`nextEmailState`): a member's\n * do-not-contact mark is not undone by a later bounce, and `ok` lands only\n * when a caller forces it. `updatedAt` is left alone — a verdict is\n * something that happened to the person, not an edit the team made, and a\n * list sorted on recency must not reshuffle on a bounce.\n *\n * Never throws: the list is the control, and a record that could not be\n * stamped is a chip a page goes without, logged.\n */\n\ntype Firestore = FirebaseFirestore.Firestore\n\nexport interface CrmRecordEmailStateDeps {\n  firestore(): Firestore\n}\n\nconst NONE: PluginRecordEmailStateReport = { records: 0 }\n\n/**\n * Applies the verdict to one record; answers whether it moved. A read then\n * a merge rather than a transaction: two verdicts landing together each\n * compare against a state at least as old as their own, and the ranking\n * makes the order of two writes of the same rank immaterial.\n */\nasync function stampRecord(\n  ref: FirebaseFirestore.DocumentReference,\n  incoming: EmailState,\n  force: boolean,\n  withdraw = false,\n): Promise<boolean> {\n  const snapshot = await ref.get()\n  if (!snapshot.exists) return false\n  const current = readEmailState(snapshot.data() as Record<string, unknown>)\n  /*\n   * A WITHDRAWAL takes back the one verdict it names (AGL-3328): the\n   * deliverability check's \"Would bounce\" once the domain takes mail again.\n   * Any other standing verdict — a bounce DNS cannot see — is left alone.\n   */\n  if (withdraw) {\n    if (current?.status !== incoming.status) return false\n    await ref.update({\n      [EMAIL_STATE_FIELD]: FieldValue.delete(),\n      [CRM_EMAIL_STATUS_FIELD]: CRM_EMAIL_STATUS_NONE,\n    })\n    return true\n  }\n  // The deliverability check saying again what the record already holds:\n  // the date it was first found is the one worth keeping.\n  if (incoming.source === 'check' && current?.status === incoming.status) return false\n  const next = nextEmailState(current, incoming, { force })\n  // The current verdict stood, or the same verdict arrived again — a second\n  // run of the caller — and there is nothing to write.\n  if (\n    next === current ||\n    (current &&\n      next.status === current.status &&\n      next.atMs === current.atMs &&\n      next.source === current.source &&\n      next.detail === current.detail)\n  ) {\n    return false\n  }\n  // `emailStatus` beside it: the verdict as the CRM lists filter by it\n  // (AGL-3321) — a key a query can ask, where the state is a map.\n  await ref.set(\n    { [EMAIL_STATE_FIELD]: next, [CRM_EMAIL_STATUS_FIELD]: next.status },\n    { merge: true },\n  )\n  return true\n}\n\n/** The organization a request names, or the one its site belongs to. */\nasync function resolveOrgId(firestore: Firestore, request: PluginRecordEmailStateRequest): Promise<string> {\n  const named = String(request.orgId ?? '').trim()\n  if (named) return named\n  const hostId = String(request.hostId ?? '').trim()\n  if (!hostId) return ''\n  const host = await firestore.collection('hosts').doc(hostId).get()\n  return host.exists ? String(host.get('orgId') ?? '') : ''\n}\n\nexport function createCrmRecordEmailStateWriter(deps: CrmRecordEmailStateDeps): PluginRecordEmailStateWriter {\n  return {\n    async stamp(request) {\n      const email = normalizeContactEmail(request.email)\n      const key = email ? personKey(email) : null\n      if (!email || !key) return NONE\n      const firestore = deps.firestore()\n      let orgId: string\n      try {\n        orgId = await resolveOrgId(firestore, request)\n      } catch (error) {\n        console.error('[crm] the site’s organization could not be read for an email state', request.hostId, error)\n        return NONE\n      }\n      if (!orgId) return NONE\n      const state: EmailState = {\n        status: request.state.status,\n        atMs: Number.isFinite(request.state.atMs) && request.state.atMs > 0 ? request.state.atMs : Date.now(),\n        source: request.state.source,\n        detail: request.state.detail\n          ? String(request.state.detail).replace(/\\s+/g, ' ').trim().slice(0, 500)\n          : null,\n        ...(request.state.enrollmentId ? { enrollmentId: request.state.enrollmentId } : {}),\n      }\n      const force = request.force === true\n      const withdraw = request.withdraw === true\n      let records = 0\n      try {\n        const contacts = firestore.collection('orgs').doc(orgId).collection('contacts')\n        const contact = await findContactByEmail(contacts, email)\n        if (contact && (await stampRecord(contact.ref, state, force, withdraw))) records += 1\n      } catch (error) {\n        console.error('[crm] the contact could not be stamped with an email state', orgId, error)\n      }\n      try {\n        /*\n         * ONE ORG ROW. A bounce or a do-not-contact mark is the platform's\n         * verdict on the ADDRESS, and since AGL-3277 there is one document\n         * carrying it — the per-site loop beside this had nothing left to\n         * find once AGL-3276 emptied the host path.\n         */\n        if (await stampRecord(\n          firestore.collection('orgs').doc(orgId).collection('leads').doc(key),\n          state,\n          force,\n          withdraw,\n        )) {\n          records += 1\n        }\n      } catch (error) {\n        console.error('[crm] the leads could not be stamped with an email state', orgId, error)\n      }\n      return { records }\n    },\n    async engaged(request) {\n      try {\n        const records = await recordContactEmailEngagement({\n          hostId: request.hostId,\n          events: request.events,\n          firestore: deps.firestore(),\n        })\n        return { records }\n      } catch (error) {\n        console.error('[crm] the contacts could not be stamped with an engagement', request.hostId, error)\n        return NONE\n      }\n    },\n    // A delivered campaign moves the New leads it reached to Nurturing (AGL-3446).\n    async reached(request) {\n      return { records: await nurtureReachedLeads(deps.firestore(), request) }\n    },\n  }\n}\n\n/** The platform's own dependencies. Specs build their own. */\nexport function defaultCrmRecordEmailStateDeps(): CrmRecordEmailStateDeps {\n  return { firestore: () => firebaseAdmin.app().firestore() }\n}\n\n/** Registers the CRM as the workspace's record system on the email-state seam. */\nexport function registerCrmRecordEmailStateWriter(\n  deps: CrmRecordEmailStateDeps = defaultCrmRecordEmailStateDeps(),\n): void {\n  registerPluginRecordEmailStateWriter(createCrmRecordEmailStateWriter(deps), { pluginId: BUNDLE_ID 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package/src/lib/server/record-timeline.d.ts

@@ -42,6 +42,18 @@ import { type PluginRecordTimelineWriter } from '@aglyn/aglyn/plugin-manager/plu
  * Each entry names the plugin that filed it (`sourcePluginId`), and a task's
  * `nextTaskAtMs` is recomputed on the records it names, as every server
  * writer of a task does.
+ *
+ * ## A record found rather than named
+ *
+ * A caller that holds no id of the CRM's — a booking made through a link a
+ * rep dropped from a record, or one taken off the widget cold (AGL-2660) —
+ * hands back the record the link carried, or the booker's address, and the
+ * entry is filed where the CRM finds it: the record the reference names
+ * when this site may see it, otherwise the contact the address names
+ * through the org's address index, narrowed to the site. A deal carries its
+ * contact and company onto the entry; a contact its company, from the
+ * site's own facet. A task with no assignee of the caller's goes to whoever
+ * holds that record.
  */
 type Firestore = FirebaseFirestore.Firestore;
 export interface CrmRecordTimelineDeps {