@aglyn/plugins-crm 1.0.0-beta.220 → 1.0.0-beta.222

package/src/lib/server/record-origin.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/record-origin.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type {\n  PluginRecordOriginReport,\n  PluginRecordOriginRequest,\n  PluginRecordOriginWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-origin'\nimport {\n  consentGroupForHost,\n  CONTACT_FACETS_FIELD,\n  contactFacetPath,\n  crmLeadSourceForOrigin,\n  crmPicklistKey,\n  normalizeContactEmail,\n  personKey,\n} from '@aglyn/aglyn/server'\nimport { visibleToHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport {\n  findContactByEmail,\n  firebaseAdmin,\n  getOrgForHost,\n  restampCrmListFieldsAt,\n} from '@aglyn/tenant-data-admin'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { readLeadSourcePicklist } from './lead-source-picklist'\n\n/*==========================================\n * A PERSON'S ORIGIN, AS A LEAD SOURCE (AGL-3519).\n *\n * The CRM's side of the platform's record-origin seam, and what its own\n * capture door calls after filing a person: a door's word for how it met\n * somebody — a form, a booking, a sequence — becomes the Lead source its\n * built-in value names (`CRM_LEAD_SOURCE_ORIGINS`), as the org spells it.\n *\n *  - ORIGINAL SOURCE. A record that already names a lead source keeps it;\n *    only an empty one is stamped, and a person the org cleared stays clear\n *    to every door that meets them again (`firstTouchOnly`).\n *  - A DEACTIVATED value stamps nothing: the org has said not to file\n *    people under it.\n *  - Both records the address is, as the site sees them: the lead, when the\n *    site may see it, and the site's own facet on the contact — a holder's\n *    knowledge of the person, like the rest of its profile.\n *\n * Each stamp is a transaction that reads the field and writes only into an\n * empty one, so a rep's pick made a moment earlier is never overwritten;\n * the list fields follow (`leadSourceKey`, `facetKeys`).\n *=========================================*/\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** Where one stamp lands, for a caller that already holds the org. */\nexport interface CrmRecordOriginInput extends PluginRecordOriginRequest {\n  org?: Record<string, unknown> | null\n}\n\n/** Stamps the origin on the lead and the site's contact facet the address is; how many took it. */\nexport async function stampCrmRecordOrigin(\n  input: CrmRecordOriginInput,\n  firestore: Firestore = firebaseAdmin.app().firestore(),\n): Promise<PluginRecordOriginReport> {\n  const email = normalizeContactEmail(input.email)\n  const key = email ? personKey(email) : null\n  if (!email || !key || !input.hostId) return { records: 0 }\n  let orgId = input.orgId\n  let org = input.org ?? null\n  if (!orgId || !org) {\n    const resolved = await getOrgForHost(input.hostId)\n    if (!resolved || (orgId && resolved.orgId !== orgId)) return { records: 0 }\n    orgId = resolved.orgId\n    org = resolved.org as Record<string, unknown>\n  }\n  const label = crmLeadSourceForOrigin(await readLeadSourcePicklist(firestore, orgId), input.origin)\n  if (!label) return { records: 0 }\n  const orgRef = firestore.collection('orgs').doc(orgId)\n  let records = 0\n\n  /* THE LEAD, keyed on the person and seen by the site. */\n  const leadRef = orgRef.collection('leads').doc(key)\n  const leadStamped = await firestore.runTransaction(async (tx) => {\n    const snapshot = await tx.get(leadRef)\n    if (!snapshot.exists) return false\n    const lead = snapshot.data() ?? {}\n    if (!visibleToHost(lead['visibleTo'] as string[] | undefined, input.hostId)) return false\n    if (typeof lead['leadSource'] === 'string' && lead['leadSource'].trim()) return false\n    if (input.firstTouchOnly && Number(lead['submissionCount'] ?? 1) > 1) return false\n    tx.update(leadRef, {\n      leadSource: label,\n      leadSourceKey: crmPicklistKey(label),\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    return true\n  })\n  if (leadStamped) {\n    records += 1\n    await restampCrmListFieldsAt(leadRef, 'leads')\n  }\n\n  /* THE CONTACT, on the site's own facet — present only once the site holds the person. */\n  const found = await findContactByEmail(orgRef.collection('contacts'), email)\n  if (found) {\n    const groupId = consentGroupForHost(org, input.hostId).groupId\n    const contactStamped = await firestore.runTransaction(async (tx) => {\n      const snapshot = await tx.get(found.ref)\n      const facets = (snapshot.data() ?? {})[CONTACT_FACETS_FIELD] as Record<string, unknown> | undefined\n      const facet = facets?.[groupId] as Record<string, unknown> | undefined\n      if (!facet || typeof facet !== 'object') return false\n      if (typeof facet['leadSource'] === 'string' && facet['leadSource'].trim()) return false\n      const interactions = Array.isArray(facet['interactions']) ? facet['interactions'].length : 0\n      if (input.firstTouchOnly && interactions > 1) return false\n      tx.update(found.ref, {\n        [contactFacetPath(groupId, 'leadSource')]: label,\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      return true\n    })\n    if (contactStamped) {\n      records += 1\n      await restampCrmListFieldsAt(found.ref, 'contacts')\n    }\n  }\n  return { records }\n}\n\n/** The writer the CRM registers on the platform's record-origin seam. Never throws. */\nexport const crmRecordOriginWriter: PluginRecordOriginWriter = {\n  async stamp(request) {\n    try {\n      return await stampCrmRecordOrigin(request)\n    } catch (error) {\n      console.error('[crm] the lead source could not be stamped', request.hostId, error)\n      return { records: 0 }\n    }\n  },\n}\n"],"names":["consentGroupForHost","CONTACT_FACETS_FIELD","contactFacetPath","crmLeadSourceForOrigin","crmPicklistKey","normalizeContactEmail","personKey","visibleToHost","findContactByEmail","firebaseAdmin","getOrgForHost","restampCrmListFieldsAt","FieldValue","readLeadSourcePicklist","stampCrmRecordOrigin","input","firestore","app","email","key","hostId","records","orgId","org","resolved","label","origin","orgRef","collection","doc","leadRef","leadStamped","runTransaction","tx","snapshot","lead","get","exists","data","trim","firstTouchOnly","Number","update","leadSource","leadSourceKey","updatedAt","serverTimestamp","found","groupId","contactStamped","ref","facets","facet","interactions","Array","isArray","length","crmRecordOriginWriter","stamp","request","error","console"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAOD,SACEA,mBAAmB,EACnBC,oBAAoB,EACpBC,gBAAgB,EAChBC,sBAAsB,EACtBC,cAAc,EACdC,qBAAqB,EACrBC,SAAS,QACJ,sBAAqB;AAC5B,SAASC,aAAa,QAAQ,sCAAqC;AACnE,SACEC,kBAAkB,EAClBC,aAAa,EACbC,aAAa,EACbC,sBAAsB,QACjB,2BAA0B;AACjC,SAASC,UAAU,QAAQ,2BAA0B;AACrD,SAASC,sBAAsB,QAAQ,4BAAwB;AA+B/D,iGAAiG,GACjG,OAAO,eAAeC,qBACpBC,KAA2B,EAC3BC,YAAuBP,cAAcQ,GAAG,GAAGD,SAAS,EAAE;QAM5CD;IAJV,MAAMG,QAAQb,sBAAsBU,MAAMG,KAAK;IAC/C,MAAMC,MAAMD,QAAQZ,UAAUY,SAAS;IACvC,IAAI,CAACA,SAAS,CAACC,OAAO,CAACJ,MAAMK,MAAM,EAAE,OAAO;QAAEC,SAAS;IAAE;IACzD,IAAIC,QAAQP,MAAMO,KAAK;IACvB,IAAIC,OAAMR,aAAAA,MAAMQ,GAAG,YAATR,aAAa;IACvB,IAAI,CAACO,SAAS,CAACC,KAAK;QAClB,MAAMC,WAAW,MAAMd,cAAcK,MAAMK,MAAM;QACjD,IAAI,CAACI,YAAaF,SAASE,SAASF,KAAK,KAAKA,OAAQ,OAAO;YAAED,SAAS;QAAE;QAC1EC,QAAQE,SAASF,KAAK;QACtBC,MAAMC,SAASD,GAAG;IACpB;IACA,MAAME,QAAQtB,uBAAuB,MAAMU,uBAAuBG,WAAWM,QAAQP,MAAMW,MAAM;IACjG,IAAI,CAACD,OAAO,OAAO;QAAEJ,SAAS;IAAE;IAChC,MAAMM,SAASX,UAAUY,UAAU,CAAC,QAAQC,GAAG,CAACP;IAChD,IAAID,UAAU;IAEd,uDAAuD,GACvD,MAAMS,UAAUH,OAAOC,UAAU,CAAC,SAASC,GAAG,CAACV;IAC/C,MAAMY,cAAc,MAAMf,UAAUgB,cAAc,CAAC,OAAOC;YAG3CC,gBAGsBC;QALnC,MAAMD,WAAW,MAAMD,GAAGG,GAAG,CAACN;QAC9B,IAAI,CAACI,SAASG,MAAM,EAAE,OAAO;QAC7B,MAAMF,QAAOD,iBAAAA,SAASI,IAAI,cAAbJ,iBAAmB,CAAC;QACjC,IAAI,CAAC3B,cAAc4B,IAAI,CAAC,YAAY,EAA0BpB,MAAMK,MAAM,GAAG,OAAO;QACpF,IAAI,OAAOe,IAAI,CAAC,aAAa,KAAK,YAAYA,IAAI,CAAC,aAAa,CAACI,IAAI,IAAI,OAAO;QAChF,IAAIxB,MAAMyB,cAAc,IAAIC,QAAON,wBAAAA,IAAI,CAAC,kBAAkB,YAAvBA,wBAA2B,KAAK,GAAG,OAAO;QAC7EF,GAAGS,MAAM,CAACZ,SAAS;YACjBa,YAAYlB;YACZmB,eAAexC,eAAeqB;YAC9BoB,WAAWjC,WAAWkC,eAAe;QACvC;QACA,OAAO;IACT;IACA,IAAIf,aAAa;QACfV,WAAW;QACX,MAAMV,uBAAuBmB,SAAS;IACxC;IAEA,uFAAuF,GACvF,MAAMiB,QAAQ,MAAMvC,mBAAmBmB,OAAOC,UAAU,CAAC,aAAaV;IACtE,IAAI6B,OAAO;QACT,MAAMC,UAAUhD,oBAAoBuB,KAAKR,MAAMK,MAAM,EAAE4B,OAAO;QAC9D,MAAMC,iBAAiB,MAAMjC,UAAUgB,cAAc,CAAC,OAAOC;gBAE3CC;YADhB,MAAMA,WAAW,MAAMD,GAAGG,GAAG,CAACW,MAAMG,GAAG;YACvC,MAAMC,SAAS,EAACjB,iBAAAA,SAASI,IAAI,cAAbJ,iBAAmB,CAAC,EAAE,CAACjC,qBAAqB;YAC5D,MAAMmD,QAAQD,0BAAAA,MAAQ,CAACH,QAAQ;YAC/B,IAAI,CAACI,SAAS,OAAOA,UAAU,UAAU,OAAO;YAChD,IAAI,OAAOA,KAAK,CAAC,aAAa,KAAK,YAAYA,KAAK,CAAC,aAAa,CAACb,IAAI,IAAI,OAAO;YAClF,MAAMc,eAAeC,MAAMC,OAAO,CAACH,KAAK,CAAC,eAAe,IAAIA,KAAK,CAAC,eAAe,CAACI,MAAM,GAAG;YAC3F,IAAIzC,MAAMyB,cAAc,IAAIa,eAAe,GAAG,OAAO;YACrDpB,GAAGS,MAAM,CAACK,MAAMG,GAAG,EAAE;gBACnB,CAAChD,iBAAiB8C,SAAS,cAAc,EAAEvB;gBAC3CoB,WAAWjC,WAAWkC,eAAe;YACvC;YACA,OAAO;QACT;QACA,IAAIG,gBAAgB;YAClB5B,WAAW;YACX,MAAMV,uBAAuBoC,MAAMG,GAAG,EAAE;QAC1C;IACF;IACA,OAAO;QAAE7B;IAAQ;AACnB;AAEA,qFAAqF,GACrF,OAAO,MAAMoC,wBAAkD;IAC7D,MAAMC,OAAMC,OAAO;QACjB,IAAI;YACF,OAAO,MAAM7C,qBAAqB6C;QACpC,EAAE,OAAOC,OAAO;YACdC,QAAQD,KAAK,CAAC,8CAA8CD,QAAQvC,MAAM,EAAEwC;YAC5E,OAAO;gBAAEvC,SAAS;YAAE;QACtB;IACF;AACF,EAAC"}

package/src/lib/server/record-timeline.js

@@ -15,12 +15,13 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */ import { registerPluginRecordTimelineWriter } from "@aglyn/aglyn/plugin-manager/plugin-record-timeline";
-import { checkEntitlement, consentGroupForHost, CRM_ACTIVITY_LOG_FULL_MESSAGE, CRM_COLLECTIONS, crmActivityLogHasRoom, crmScopeTokens, crmTaskListFields, crmTaskReminderAfterEdit, isCrmActivityKind, isCrmTaskKind, readContactFacet, visibleToHost } from "@aglyn/aglyn/server";
+import { checkEntitlement, consentGroupForHost, CRM_ACTIVITY_LOG_FULL_MESSAGE, CRM_COLLECTIONS, crmActivityLogHasRoom, crmScopeTokens, crmTaskLabelsForNew, crmTaskListFields, crmTaskReminderAfterEdit, isCrmActivityKind, isCrmTaskKind, readContactFacet, visibleToHost } from "@aglyn/aglyn/server";
 import { countCrmActivitiesForRecord, createCrmEmailActivity, crmActivityRef, crmCapturedEmailActivityRef, findContactByEmail, firebaseAdmin, readLeadForHost, recomputeCrmNextTaskAt, recordCrmEmailDelivery } from "@aglyn/tenant-data-admin";
 import { createHash } from "crypto";
 import { FieldValue } from "firebase-admin/firestore";
 import { BUNDLE_ID } from "../constants/bundle-common.js";
 import { buildCrmCapturedEmailActivity, crmCapturedEmailKey } from "../model/crm-inbound.js";
+import { readCrmTaskPicklists } from "./read-picklist.js";
 import { CRM_SUITE_FEATURE } from "./suite-gate.js";
 /** gRPC `ALREADY_EXISTS`, which `create()` rejects with when the document is there. */ const ALREADY_EXISTS = 6;
 /** The longest task title the CRM keeps, as its own forms do. */ const TASK_TITLE_MAX = 200;
@@ -274,6 +275,11 @@ export function createCrmRecordTimelineWriter(deps) {
             const notes = String((_request_notes = request.notes) != null ? _request_notes : '').trim().slice(0, NOTE_MAX);
             // `null` is "whoever holds the record", which admission read.
             const assigneeUid = request.assigneeUid === null ? (_admitted_holderUid = admitted.holderUid) != null ? _admitted_holderUid : '' : String((_request_assigneeUid = request.assigneeUid) != null ? _request_assigneeUid : '').trim();
+            // The org's labels for the meanings it is filed with (AGL-3517).
+            const labels = crmTaskLabelsForNew(await readCrmTaskPicklists(firestore, orgRef.id), {
+                kind: request.kind,
+                priority: 'normal'
+            });
             const task = _extends({
                 title
             }, notes ? {
@@ -281,7 +287,8 @@ export function createCrmRecordTimelineWriter(deps) {
             } : {}, {
                 kind: request.kind,
                 priority: 'normal',
-                status: 'open',
+                status: 'open'
+            }, labels, {
                 dueAtMs: request.dueAtMs,
                 // The reminder a person's task gets (AGL-2659): the due time.
                 remindAtMs: crmTaskReminderAfterEdit({
@@ -338,6 +345,12 @@ export function createCrmRecordTimelineWriter(deps) {
                 id: ref.id,
                 created: outcome === 'advanced'
             };
+        },
+        // An automation's email to the person its event is about (AGL-2615):
+        // see `automation-steps.ts`, loaded with the first one.
+        async prepareEmail (request) {
+            const { prepareCrmRecordEmail } = await import("./automation-steps.js");
+            return prepareCrmRecordEmail(request);
         }
     };
 }

package/src/lib/server/record-timeline.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/record-timeline.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  registerPluginRecordTimelineWriter,\n  type PluginRecordActivityRequest,\n  type PluginRecordDeliveryRequest,\n  type PluginRecordEntryContext,\n  type PluginRecordTaskRequest,\n  type PluginRecordTimelineWriter,\n  type PluginRecordWrite,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-timeline'\nimport {\n  checkEntitlement,\n  consentGroupForHost,\n  CRM_ACTIVITY_LOG_FULL_MESSAGE,\n  CRM_COLLECTIONS,\n  crmActivityLogHasRoom,\n  crmScopeTokens,\n  crmTaskListFields,\n  crmTaskReminderAfterEdit,\n  isCrmActivityKind,\n  isCrmTaskKind,\n  readContactFacet,\n  visibleToHost,\n  type CrmActivity,\n  type CrmActivityLink,\n  type CrmTask,\n} from '@aglyn/aglyn/server'\nimport {\n  countCrmActivitiesForRecord,\n  createCrmEmailActivity,\n  crmActivityRef,\n  crmCapturedEmailActivityRef,\n  findContactByEmail,\n  firebaseAdmin,\n  readLeadForHost,\n  recomputeCrmNextTaskAt,\n  recordCrmEmailDelivery,\n} from '@aglyn/tenant-data-admin'\nimport { createHash } from 'crypto'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { BUNDLE_ID } from '../constants/bundle-common'\nimport { buildCrmCapturedEmailActivity, crmCapturedEmailKey } from '../model/crm-inbound'\nimport { CRM_SUITE_FEATURE } from './suite-gate'\n\n/**\n * THE CRM'S WRITER ON THE CORE'S RECORD-TIMELINE SEAM (AGL-2981).\n *\n * Another plugin files an activity or a task on a contact, company or deal —\n * an email a sequence sent, the reply it read, the call it asks for — and\n * this writes it as the CRM writes its own:\n *\n *  1. the workspace's plan carries the CRM (`features.crm`), as at every\n *     CRM door; a Free workspace keeps no records to file on;\n *  2. the entry carries the scope a record made on that site carries\n *     (`crmScopeTokens`), so exactly the people who see the record see it;\n *  3. an EMAIL is filed under the id the capture address files a copy of the\n *     same message by (`cap_` + the digest of its `Message-ID`), and written\n *     with `create()`: the send, a copy the rep forwarded to the capture\n *     address, and a second run of the caller are one row;\n *  4. anything else — a note, a task — is filed under the caller's own key,\n *     hashed with the caller's plugin id, and written once the same way;\n *  5. a record at its activity ceiling is refused with the sentence every\n *     CRM writer answers with, before anything is written;\n *  6. a bounce or a complaint on a filed email (AGL-3245) advances that\n *     email's own delivery state — the row the send was filed under, found\n *     by its `Message-ID` — exactly as the campaign webhook advances one,\n *     so the timeline reads Sent, then Bounced, with what the server said.\n *\n * Each entry names the plugin that filed it (`sourcePluginId`), and a task's\n * `nextTaskAtMs` is recomputed on the records it names, as every server\n * writer of a task does.\n *\n * ## A record found rather than named\n *\n * A caller that holds no id of the CRM's — a booking made through a link a\n * rep dropped from a record, or one taken off the widget cold (AGL-2660) —\n * hands back the record the link carried, or the booker's address, and the\n * entry is filed where the CRM finds it: the record the reference names\n * when this site may see it, otherwise the contact the address names\n * through the org's address index, narrowed to the site. A deal carries its\n * contact and company onto the entry; a contact its company, from the\n * site's own facet. A task with no assignee of the caller's goes to whoever\n * holds that record.\n */\n\ntype Firestore = FirebaseFirestore.Firestore\n\nexport interface CrmRecordTimelineDeps {\n  firestore(): Firestore\n}\n\n/** gRPC `ALREADY_EXISTS`, which `create()` rejects with when the document is there. */\nconst ALREADY_EXISTS = 6\n\n/** The longest task title the CRM keeps, as its own forms do. */\nconst TASK_TITLE_MAX = 200\n/** The longest note body or task note an entry filed here keeps. */\nconst NOTE_MAX = 2_000\n\nconst refuse = (status: 400 | 403 | 404 | 409, error: string): PluginRecordWrite => ({\n  ok: false,\n  status,\n  error,\n})\n\n/** The record fields of a link, only the ones it names. */\nfunction linkFields(link: PluginRecordEntryContext['link']): CrmActivityLink {\n  return {\n    ...(link?.contactId ? { contactId: String(link.contactId) } : {}),\n    ...(link?.companyId ? { companyId: String(link.companyId) } : {}),\n    // A lead (AGL-3234): host-scoped by path, so the entry carries the\n    // site's scope like any record created from that site.\n    ...(link?.leadId ? { leadId: String(link.leadId) } : {}),\n  }\n}\n\n/** What a reference handed back by a caller may name: the records a booking link is dropped from. */\nconst FOUND_RECORD_KINDS: ReadonlySet<string> = new Set(['contact', 'lead', 'deal'])\n/**\n * A record id as the CRM mints them: Firestore's for a contact and a deal, a\n * person key for a lead. A reference arrives on a public request, so one\n * that could not be an id is passed over rather than read.\n */\nconst RECORD_ID_PATTERN = /^[A-Za-z0-9_-]{1,128}$/\n\n/** The record an entry lands on, and who holds it. */\ninterface FoundRecord {\n  link: CrmActivityLink\n  holderUid?: string\n}\n\n/** A contact's link and holder, from this site's facet on it. */\nfunction contactRecord(\n  contact: FirebaseFirestore.DocumentSnapshot,\n  groupId: string,\n): FoundRecord {\n  const facet = readContactFacet(contact.data() ?? {}, groupId)\n  return {\n    link: { contactId: contact.id, ...(facet.companyId ? { companyId: facet.companyId } : {}) },\n    ...(facet.ownerUid ? { holderUid: facet.ownerUid } : {}),\n  }\n}\n\n/**\n * The record a caller's reference names, then the contact its address does,\n * as `hostId` may see them; `null` when neither finds one. See the module\n * comment.\n */\nasync function findRecord(\n  orgRef: FirebaseFirestore.DocumentReference,\n  hostId: string,\n  groupId: string,\n  link: PluginRecordEntryContext['link'],\n): Promise<FoundRecord | null> {\n  const contacts = orgRef.collection('contacts')\n  const kind = String(link?.record?.kind ?? '')\n  const id = String(link?.record?.id ?? '')\n  if (FOUND_RECORD_KINDS.has(kind) && RECORD_ID_PATTERN.test(id)) {\n    if (kind === 'contact') {\n      const contact = await contacts.doc(id).get()\n      if (contact.exists && visibleToHost(contact.get('visibleTo'), hostId)) {\n        return contactRecord(contact, groupId)\n      }\n    } else if (kind === 'deal') {\n      const deal = await orgRef.collection(CRM_COLLECTIONS.deals).doc(id).get()\n      if (deal.exists && visibleToHost(deal.get('visibleTo'), hostId)) {\n        const contactId = String(deal.get('contactId') ?? '')\n        const companyId = String(deal.get('companyId') ?? '')\n        const ownerUid = String(deal.get('ownerUid') ?? '')\n        return {\n          link: { dealId: deal.id, ...(contactId ? { contactId } : {}), ...(companyId ? { companyId } : {}) },\n          ...(ownerUid ? { holderUid: ownerUid } : {}),\n        }\n      }\n    } else {\n      // A lead carries its own `visibleTo` (AGL-3275), and the site has to be\n      // allowed to see it, or one brand's booking would name another's lead.\n      const lead = await readLeadForHost(hostId, id)\n      if (lead && visibleToHost(lead.get('visibleTo'), hostId)) {\n        const ownerUid = String(lead.get('ownerUid') ?? '')\n        return { link: { leadId: lead.id }, ...(ownerUid ? { holderUid: ownerUid } : {}) }\n      }\n    }\n  }\n  const email = String(link?.email ?? '').trim()\n  if (!email) return null\n  const hit = await findContactByEmail(contacts, email, { hostId })\n  return hit ? contactRecord(hit, groupId) : null\n}\n\n/** Who holds a record a caller named by id: its contact's site facet, or its lead. */\nasync function holderOf(\n  orgRef: FirebaseFirestore.DocumentReference,\n  hostId: string,\n  groupId: string,\n  link: CrmActivityLink,\n): Promise<string | undefined> {\n  if (link.contactId) {\n    const contact = await orgRef.collection('contacts').doc(link.contactId).get()\n    return contact.exists ? contactRecord(contact, groupId).holderUid : undefined\n  }\n  if (link.leadId) {\n    const lead = await readLeadForHost(hostId, link.leadId)\n    return String(lead?.get('ownerUid') ?? '') || undefined\n  }\n  return undefined\n}\n\n/** The document id a caller's key files under: its own namespace, never a raw key. */\nfunction keyedId(sourcePluginId: string, key: string): string {\n  return `plg_${createHash('sha256').update(`${sourcePluginId}:${key}`).digest('hex').slice(0, 28)}`\n}\n\nexport function createCrmRecordTimelineWriter(deps: CrmRecordTimelineDeps): PluginRecordTimelineWriter {\n  /**\n   * The org, its plan, the link and the scope an entry is stamped with — and,\n   * when `wantHolder`, who holds the record it lands on.\n   */\n  async function admit(\n    context: PluginRecordEntryContext,\n    wantHolder = false,\n  ): Promise<\n    | PluginRecordWrite\n    | {\n        firestore: Firestore\n        orgRef: FirebaseFirestore.DocumentReference\n        link: CrmActivityLink\n        visibleTo: string[]\n        holderUid?: string\n      }\n  > {\n    const orgId = String(context.orgId ?? '').trim()\n    const hostId = String(context.hostId ?? '').trim()\n    const named = linkFields(context.link)\n    const isNamed = Boolean(named.contactId || named.companyId || named.leadId)\n    if (!orgId || !hostId || !String(context.sourcePluginId ?? '').trim()) {\n      return refuse(400, 'An entry names its organization, its site and the plugin filing it.')\n    }\n    if (!isNamed && !context.link?.record && !String(context.link?.email ?? '').trim()) {\n      return refuse(400, 'An entry is filed on a contact, a company or a lead, or names how to find one.')\n    }\n    const firestore = deps.firestore()\n    const orgRef = firestore.collection('orgs').doc(orgId)\n    const snapshot = await orgRef.get()\n    if (!snapshot.exists) return refuse(404, 'That organization no longer exists.')\n    const org = (snapshot.data() ?? {}) as Record<string, unknown>\n    if (!checkEntitlement(org, CRM_SUITE_FEATURE)) {\n      return refuse(403, \"This workspace's plan doesn't include the CRM.\")\n    }\n    const group = consentGroupForHost(org, hostId)\n    let link = named\n    let holderUid: string | undefined\n    if (isNamed) {\n      if (wantHolder) holderUid = await holderOf(orgRef, hostId, group.groupId, named)\n    } else {\n      const found = await findRecord(orgRef, hostId, group.groupId, context.link)\n      if (!found) return refuse(404, 'Nothing this site keeps matches the record or the address.')\n      link = found.link\n      holderUid = found.holderUid\n    }\n    return {\n      firestore,\n      orgRef,\n      link,\n      visibleTo: crmScopeTokens(org, group),\n      ...(holderUid ? { holderUid } : {}),\n    }\n  }\n\n  /** Creates a keyed entry once: `created: false` for one already filed. */\n  async function createOnce(\n    ref: FirebaseFirestore.DocumentReference,\n    data: Record<string, unknown>,\n  ): Promise<boolean> {\n    try {\n      await ref.create({\n        ...data,\n        createdAt: FieldValue.serverTimestamp(),\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      return true\n    } catch (error) {\n      if ((error as { code?: unknown })?.code === ALREADY_EXISTS) return false\n      throw error\n    }\n  }\n\n  return {\n    async logActivity(request: PluginRecordActivityRequest): Promise<PluginRecordWrite> {\n      if (!isCrmActivityKind(request.kind)) return refuse(400, `\"${String(request.kind)}\" isn't an activity.`)\n      const admitted = await admit(request)\n      if ('ok' in admitted) return admitted\n      const { firestore, orgRef, link, visibleTo } = admitted\n      const orgId = orgRef.id\n\n      let ref: FirebaseFirestore.DocumentReference\n      let activity: CrmActivity\n      if (request.kind === 'email') {\n        const email = request.email\n        const key = email ? crmCapturedEmailKey(email.messageId, null) : null\n        if (!email || !key) return refuse(400, 'An email is filed by its Message-ID.')\n        ref = crmCapturedEmailActivityRef(firestore, orgId, key)\n        activity = buildCrmCapturedEmailActivity({\n          direction: email.direction === 'inbound' ? 'inbound' : 'outbound',\n          subject: email.subject,\n          excerpt: request.body,\n          from: email.from,\n          to: email.to,\n          messageId: email.messageId,\n          inReplyTo: email.inReplyTo ?? null,\n          atMs: request.atMs,\n          byUid: String(request.byUid ?? ''),\n          byName: request.byName ?? null,\n          link,\n          hostId: request.hostId,\n          visibleTo,\n        })\n      } else {\n        const key = String(request.dedupeKey ?? '').trim()\n        if (!key) return refuse(400, 'An entry that is not an email names its own key.')\n        ref = crmActivityRef(firestore, orgId, keyedId(request.sourcePluginId, key))\n        const byName = String(request.byName ?? '').trim()\n        activity = {\n          kind: request.kind,\n          body: String(request.body ?? '').slice(0, NOTE_MAX),\n          atMs: request.atMs,\n          byUid: String(request.byUid ?? ''),\n          ...(byName ? { byName } : {}),\n          ...link,\n          hostId: request.hostId,\n          visibleTo,\n        }\n      }\n      // Filed before: answered off the one read, ahead of the ceiling's count.\n      if ((await ref.get()).exists) return { ok: true, id: ref.id, created: false }\n      if (!crmActivityLogHasRoom(await countCrmActivitiesForRecord(orgRef, link))) {\n        return refuse(409, CRM_ACTIVITY_LOG_FULL_MESSAGE)\n      }\n      const stamped = { ...activity, sourcePluginId: request.sourcePluginId }\n      const created =\n        request.kind === 'email'\n          ? (await createCrmEmailActivity(ref, stamped)) === 'created'\n          : await createOnce(ref, stamped as unknown as Record<string, unknown>)\n      return { ok: true, id: ref.id, created }\n    },\n\n    async createTask(request: PluginRecordTaskRequest): Promise<PluginRecordWrite> {\n      const title = String(request.title ?? '').replace(/\\s+/g, ' ').trim().slice(0, TASK_TITLE_MAX)\n      const key = String(request.dedupeKey ?? '').trim()\n      if (!title || !key) return refuse(400, 'A task has a title and the caller’s own key.')\n      if (!isCrmTaskKind(request.kind)) return refuse(400, `\"${String(request.kind)}\" isn't a task.`)\n      if (!Number.isFinite(request.dueAtMs)) return refuse(400, 'A task has a due time.')\n      const admitted = await admit(request, request.assigneeUid === null)\n      if ('ok' in admitted) return admitted\n      const { firestore, orgRef, link, visibleTo } = admitted\n      const ref = orgRef.collection(CRM_COLLECTIONS.tasks).doc(keyedId(request.sourcePluginId, key))\n      const notes = String(request.notes ?? '').trim().slice(0, NOTE_MAX)\n      // `null` is \"whoever holds the record\", which admission read.\n      const assigneeUid =\n        request.assigneeUid === null\n          ? (admitted.holderUid ?? '')\n          : String(request.assigneeUid ?? '').trim()\n      const task: CrmTask = {\n        title,\n        ...(notes ? { notes } : {}),\n        kind: request.kind,\n        priority: 'normal',\n        status: 'open',\n        dueAtMs: request.dueAtMs,\n        // The reminder a person's task gets (AGL-2659): the due time.\n        remindAtMs: crmTaskReminderAfterEdit({ dueAtMs: request.dueAtMs, previous: null }),\n        ...(assigneeUid ? { assigneeUid } : {}),\n        createdByUid: String(request.createdByUid ?? 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Specs build their own. */\nexport function defaultCrmRecordTimelineDeps(): CrmRecordTimelineDeps {\n  return { firestore: () => firebaseAdmin.app().firestore() }\n}\n\n/** Registers the CRM as the workspace's record system on the timeline seam. */\nexport function registerCrmRecordTimelineWriter(\n  deps: CrmRecordTimelineDeps = defaultCrmRecordTimelineDeps(),\n): void {\n  registerPluginRecordTimelineWriter(createCrmRecordTimelineWriter(deps), { pluginId: BUNDLE_ID 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/record-timeline.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  registerPluginRecordTimelineWriter,\n  type PluginRecordActivityRequest,\n  type PluginRecordDeliveryRequest,\n  type PluginRecordEntryContext,\n  type PluginRecordTaskRequest,\n  type PluginRecordTimelineWriter,\n  type PluginRecordWrite,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-timeline'\nimport {\n  checkEntitlement,\n  consentGroupForHost,\n  CRM_ACTIVITY_LOG_FULL_MESSAGE,\n  CRM_COLLECTIONS,\n  crmActivityLogHasRoom,\n  crmScopeTokens,\n  crmTaskLabelsForNew,\n  crmTaskListFields,\n  crmTaskReminderAfterEdit,\n  isCrmActivityKind,\n  isCrmTaskKind,\n  readContactFacet,\n  visibleToHost,\n  type CrmActivity,\n  type CrmActivityLink,\n  type CrmTask,\n} from '@aglyn/aglyn/server'\nimport {\n  countCrmActivitiesForRecord,\n  createCrmEmailActivity,\n  crmActivityRef,\n  crmCapturedEmailActivityRef,\n  findContactByEmail,\n  firebaseAdmin,\n  readLeadForHost,\n  recomputeCrmNextTaskAt,\n  recordCrmEmailDelivery,\n} from '@aglyn/tenant-data-admin'\nimport { createHash } from 'crypto'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { BUNDLE_ID } from '../constants/bundle-common'\nimport { buildCrmCapturedEmailActivity, crmCapturedEmailKey } from '../model/crm-inbound'\nimport { readCrmTaskPicklists } from './read-picklist'\nimport { CRM_SUITE_FEATURE } from './suite-gate'\n\n/**\n * THE CRM'S WRITER ON THE CORE'S RECORD-TIMELINE SEAM (AGL-2981).\n *\n * Another plugin files an activity or a task on a contact, company or deal —\n * an email a sequence sent, the reply it read, the call it asks for — and\n * this writes it as the CRM writes its own:\n *\n *  1. the workspace's plan carries the CRM (`features.crm`), as at every\n *     CRM door; a Free workspace keeps no records to file on;\n *  2. the entry carries the scope a record made on that site carries\n *     (`crmScopeTokens`), so exactly the people who see the record see it;\n *  3. an EMAIL is filed under the id the capture address files a copy of the\n *     same message by (`cap_` + the digest of its `Message-ID`), and written\n *     with `create()`: the send, a copy the rep forwarded to the capture\n *     address, and a second run of the caller are one row;\n *  4. anything else — a note, a task — is filed under the caller's own key,\n *     hashed with the caller's plugin id, and written once the same way;\n *  5. a record at its activity ceiling is refused with the sentence every\n *     CRM writer answers with, before anything is written;\n *  6. a bounce or a complaint on a filed email (AGL-3245) advances that\n *     email's own delivery state — the row the send was filed under, found\n *     by its `Message-ID` — exactly as the campaign webhook advances one,\n *     so the timeline reads Sent, then Bounced, with what the server said.\n *\n * Each entry names the plugin that filed it (`sourcePluginId`), and a task's\n * `nextTaskAtMs` is recomputed on the records it names, as every server\n * writer of a task does.\n *\n * ## A record found rather than named\n *\n * A caller that holds no id of the CRM's — a booking made through a link a\n * rep dropped from a record, or one taken off the widget cold (AGL-2660) —\n * hands back the record the link carried, or the booker's address, and the\n * entry is filed where the CRM finds it: the record the reference names\n * when this site may see it, otherwise the contact the address names\n * through the org's address index, narrowed to the site. A deal carries its\n * contact and company onto the entry; a contact its company, from the\n * site's own facet. A task with no assignee of the caller's goes to whoever\n * holds that record.\n */\n\ntype Firestore = FirebaseFirestore.Firestore\n\nexport interface CrmRecordTimelineDeps {\n  firestore(): Firestore\n}\n\n/** gRPC `ALREADY_EXISTS`, which `create()` rejects with when the document is there. */\nconst ALREADY_EXISTS = 6\n\n/** The longest task title the CRM keeps, as its own forms do. */\nconst TASK_TITLE_MAX = 200\n/** The longest note body or task note an entry filed here keeps. */\nconst NOTE_MAX = 2_000\n\nconst refuse = (status: 400 | 403 | 404 | 409, error: string): PluginRecordWrite => ({\n  ok: false,\n  status,\n  error,\n})\n\n/** The record fields of a link, only the ones it names. */\nfunction linkFields(link: PluginRecordEntryContext['link']): CrmActivityLink {\n  return {\n    ...(link?.contactId ? { contactId: String(link.contactId) } : {}),\n    ...(link?.companyId ? { companyId: String(link.companyId) } : {}),\n    // A lead (AGL-3234): host-scoped by path, so the entry carries the\n    // site's scope like any record created from that site.\n    ...(link?.leadId ? { leadId: String(link.leadId) } : {}),\n  }\n}\n\n/** What a reference handed back by a caller may name: the records a booking link is dropped from. */\nconst FOUND_RECORD_KINDS: ReadonlySet<string> = new Set(['contact', 'lead', 'deal'])\n/**\n * A record id as the CRM mints them: Firestore's for a contact and a deal, a\n * person key for a lead. A reference arrives on a public request, so one\n * that could not be an id is passed over rather than read.\n */\nconst RECORD_ID_PATTERN = /^[A-Za-z0-9_-]{1,128}$/\n\n/** The record an entry lands on, and who holds it. */\ninterface FoundRecord {\n  link: CrmActivityLink\n  holderUid?: string\n}\n\n/** A contact's link and holder, from this site's facet on it. */\nfunction contactRecord(\n  contact: FirebaseFirestore.DocumentSnapshot,\n  groupId: string,\n): FoundRecord {\n  const facet = readContactFacet(contact.data() ?? {}, groupId)\n  return {\n    link: { contactId: contact.id, ...(facet.companyId ? { companyId: facet.companyId } : {}) },\n    ...(facet.ownerUid ? { holderUid: facet.ownerUid } : {}),\n  }\n}\n\n/**\n * The record a caller's reference names, then the contact its address does,\n * as `hostId` may see them; `null` when neither finds one. See the module\n * comment.\n */\nasync function findRecord(\n  orgRef: FirebaseFirestore.DocumentReference,\n  hostId: string,\n  groupId: string,\n  link: PluginRecordEntryContext['link'],\n): Promise<FoundRecord | null> {\n  const contacts = orgRef.collection('contacts')\n  const kind = String(link?.record?.kind ?? '')\n  const id = String(link?.record?.id ?? '')\n  if (FOUND_RECORD_KINDS.has(kind) && RECORD_ID_PATTERN.test(id)) {\n    if (kind === 'contact') {\n      const contact = await contacts.doc(id).get()\n      if (contact.exists && visibleToHost(contact.get('visibleTo'), hostId)) {\n        return contactRecord(contact, groupId)\n      }\n    } else if (kind === 'deal') {\n      const deal = await orgRef.collection(CRM_COLLECTIONS.deals).doc(id).get()\n      if (deal.exists && visibleToHost(deal.get('visibleTo'), hostId)) {\n        const contactId = String(deal.get('contactId') ?? '')\n        const companyId = String(deal.get('companyId') ?? '')\n        const ownerUid = String(deal.get('ownerUid') ?? '')\n        return {\n          link: { dealId: deal.id, ...(contactId ? { contactId } : {}), ...(companyId ? { companyId } : {}) },\n          ...(ownerUid ? { holderUid: ownerUid } : {}),\n        }\n      }\n    } else {\n      // A lead carries its own `visibleTo` (AGL-3275), and the site has to be\n      // allowed to see it, or one brand's booking would name another's lead.\n      const lead = await readLeadForHost(hostId, id)\n      if (lead && visibleToHost(lead.get('visibleTo'), hostId)) {\n        const ownerUid = String(lead.get('ownerUid') ?? '')\n        return { link: { leadId: lead.id }, ...(ownerUid ? { holderUid: ownerUid } : {}) }\n      }\n    }\n  }\n  const email = String(link?.email ?? '').trim()\n  if (!email) return null\n  const hit = await findContactByEmail(contacts, email, { hostId })\n  return hit ? contactRecord(hit, groupId) : null\n}\n\n/** Who holds a record a caller named by id: its contact's site facet, or its lead. */\nasync function holderOf(\n  orgRef: FirebaseFirestore.DocumentReference,\n  hostId: string,\n  groupId: string,\n  link: CrmActivityLink,\n): Promise<string | undefined> {\n  if (link.contactId) {\n    const contact = await orgRef.collection('contacts').doc(link.contactId).get()\n    return contact.exists ? contactRecord(contact, groupId).holderUid : undefined\n  }\n  if (link.leadId) {\n    const lead = await readLeadForHost(hostId, link.leadId)\n    return String(lead?.get('ownerUid') ?? '') || undefined\n  }\n  return undefined\n}\n\n/** The document id a caller's key files under: its own namespace, never a raw key. */\nfunction keyedId(sourcePluginId: string, key: string): string {\n  return `plg_${createHash('sha256').update(`${sourcePluginId}:${key}`).digest('hex').slice(0, 28)}`\n}\n\nexport function createCrmRecordTimelineWriter(deps: CrmRecordTimelineDeps): PluginRecordTimelineWriter {\n  /**\n   * The org, its plan, the link and the scope an entry is stamped with — and,\n   * when `wantHolder`, who holds the record it lands on.\n   */\n  async function admit(\n    context: PluginRecordEntryContext,\n    wantHolder = false,\n  ): Promise<\n    | PluginRecordWrite\n    | {\n        firestore: Firestore\n        orgRef: FirebaseFirestore.DocumentReference\n        link: CrmActivityLink\n        visibleTo: string[]\n        holderUid?: string\n      }\n  > {\n    const orgId = String(context.orgId ?? '').trim()\n    const hostId = String(context.hostId ?? '').trim()\n    const named = linkFields(context.link)\n    const isNamed = Boolean(named.contactId || named.companyId || named.leadId)\n    if (!orgId || !hostId || !String(context.sourcePluginId ?? '').trim()) {\n      return refuse(400, 'An entry names its organization, its site and the plugin filing it.')\n    }\n    if (!isNamed && !context.link?.record && !String(context.link?.email ?? '').trim()) {\n      return refuse(400, 'An entry is filed on a contact, a company or a lead, or names how to find one.')\n    }\n    const firestore = deps.firestore()\n    const orgRef = firestore.collection('orgs').doc(orgId)\n    const snapshot = await orgRef.get()\n    if (!snapshot.exists) return refuse(404, 'That organization no longer exists.')\n    const org = (snapshot.data() ?? {}) as Record<string, unknown>\n    if (!checkEntitlement(org, CRM_SUITE_FEATURE)) {\n      return refuse(403, \"This workspace's plan doesn't include the CRM.\")\n    }\n    const group = consentGroupForHost(org, hostId)\n    let link = named\n    let holderUid: string | undefined\n    if (isNamed) {\n      if (wantHolder) holderUid = await holderOf(orgRef, hostId, group.groupId, named)\n    } else {\n      const found = await findRecord(orgRef, hostId, group.groupId, context.link)\n      if (!found) return refuse(404, 'Nothing this site keeps matches the record or the address.')\n      link = found.link\n      holderUid = found.holderUid\n    }\n    return {\n      firestore,\n      orgRef,\n      link,\n      visibleTo: crmScopeTokens(org, group),\n      ...(holderUid ? { holderUid } : {}),\n    }\n  }\n\n  /** Creates a keyed entry once: `created: false` for one already filed. */\n  async function createOnce(\n    ref: FirebaseFirestore.DocumentReference,\n    data: Record<string, unknown>,\n  ): Promise<boolean> {\n    try {\n      await ref.create({\n        ...data,\n        createdAt: FieldValue.serverTimestamp(),\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      return true\n    } catch (error) {\n      if ((error as { code?: unknown })?.code === ALREADY_EXISTS) return false\n      throw error\n    }\n  }\n\n  return {\n    async logActivity(request: PluginRecordActivityRequest): Promise<PluginRecordWrite> {\n      if (!isCrmActivityKind(request.kind)) return refuse(400, `\"${String(request.kind)}\" isn't an activity.`)\n      const admitted = await admit(request)\n      if ('ok' in admitted) return admitted\n      const { firestore, orgRef, link, visibleTo } = admitted\n      const orgId = orgRef.id\n\n      let ref: FirebaseFirestore.DocumentReference\n      let activity: CrmActivity\n      if (request.kind === 'email') {\n        const email = request.email\n        const key = email ? crmCapturedEmailKey(email.messageId, null) : null\n        if (!email || !key) return refuse(400, 'An email is filed by its Message-ID.')\n        ref = crmCapturedEmailActivityRef(firestore, orgId, key)\n        activity = buildCrmCapturedEmailActivity({\n          direction: email.direction === 'inbound' ? 'inbound' : 'outbound',\n          subject: email.subject,\n          excerpt: request.body,\n          from: email.from,\n          to: email.to,\n          messageId: email.messageId,\n          inReplyTo: email.inReplyTo ?? null,\n          atMs: request.atMs,\n          byUid: String(request.byUid ?? ''),\n          byName: request.byName ?? null,\n          link,\n          hostId: request.hostId,\n          visibleTo,\n        })\n      } else {\n        const key = String(request.dedupeKey ?? '').trim()\n        if (!key) return refuse(400, 'An entry that is not an email names its own key.')\n        ref = crmActivityRef(firestore, orgId, keyedId(request.sourcePluginId, key))\n        const byName = String(request.byName ?? '').trim()\n        activity = {\n          kind: request.kind,\n          body: String(request.body ?? '').slice(0, NOTE_MAX),\n          atMs: request.atMs,\n          byUid: String(request.byUid ?? ''),\n          ...(byName ? { byName } : {}),\n          ...link,\n          hostId: request.hostId,\n          visibleTo,\n        }\n      }\n      // Filed before: answered off the one read, ahead of the ceiling's count.\n      if ((await ref.get()).exists) return { ok: true, id: ref.id, created: false }\n      if (!crmActivityLogHasRoom(await countCrmActivitiesForRecord(orgRef, link))) {\n        return refuse(409, CRM_ACTIVITY_LOG_FULL_MESSAGE)\n      }\n      const stamped = { ...activity, sourcePluginId: request.sourcePluginId }\n      const created =\n        request.kind === 'email'\n          ? (await createCrmEmailActivity(ref, stamped)) === 'created'\n          : await createOnce(ref, stamped as unknown as Record<string, unknown>)\n      return { ok: true, id: ref.id, created }\n    },\n\n    async createTask(request: PluginRecordTaskRequest): Promise<PluginRecordWrite> {\n      const title = String(request.title ?? '').replace(/\\s+/g, ' ').trim().slice(0, TASK_TITLE_MAX)\n      const key = String(request.dedupeKey ?? '').trim()\n      if (!title || !key) return refuse(400, 'A task has a title and the caller’s own key.')\n      if (!isCrmTaskKind(request.kind)) return refuse(400, `\"${String(request.kind)}\" isn't a task.`)\n      if (!Number.isFinite(request.dueAtMs)) return refuse(400, 'A task has a due time.')\n      const admitted = await admit(request, request.assigneeUid === null)\n      if ('ok' in admitted) return admitted\n      const { firestore, orgRef, link, visibleTo } = admitted\n      const ref = orgRef.collection(CRM_COLLECTIONS.tasks).doc(keyedId(request.sourcePluginId, key))\n      const notes = String(request.notes ?? '').trim().slice(0, NOTE_MAX)\n      // `null` is \"whoever holds the record\", which admission read.\n      const assigneeUid =\n        request.assigneeUid === null\n          ? (admitted.holderUid ?? '')\n          : String(request.assigneeUid ?? '').trim()\n      // The org's labels for the meanings it is filed with (AGL-3517).\n      const labels = crmTaskLabelsForNew(await readCrmTaskPicklists(firestore, orgRef.id), {\n        kind: request.kind,\n        priority: 'normal',\n      })\n      const task: CrmTask = {\n        title,\n        ...(notes ? { notes } : {}),\n        kind: request.kind,\n        priority: 'normal',\n        status: 'open',\n        ...labels,\n        dueAtMs: request.dueAtMs,\n        // The reminder a person's task gets (AGL-2659): the due time.\n        remindAtMs: crmTaskReminderAfterEdit({ dueAtMs: request.dueAtMs, previous: null }),\n        ...(assigneeUid ? { assigneeUid } : {}),\n        createdByUid: String(request.createdByUid ?? ''),\n        sourcePluginId: request.sourcePluginId,\n        ...link,\n        hostId: request.hostId,\n        visibleTo,\n      }\n      // What the Tasks list searches by (AGL-3321), beside the task.\n      const created = await createOnce(ref, { ...task, ...crmTaskListFields(task) })\n      if (created) {\n        // The records the task names carry `nextTaskAtMs` (AGL-2661); a figure\n        // that could not move is the Fields section's recompute's.\n        await recomputeCrmNextTaskAt(firestore, orgRef.id, [link]).catch((error: unknown) => {\n          console.error('[crm] next activity could not be recomputed', orgRef.id, error)\n        })\n      }\n      return { ok: true, id: ref.id, created }\n    },\n\n    async recordEmailDelivery(request: PluginRecordDeliveryRequest): Promise<PluginRecordWrite> {\n      const orgId = String(request.orgId ?? '').trim()\n      const key = crmCapturedEmailKey(request.messageId, null)\n      if (!orgId || !key) return refuse(400, 'A delivery names its organization and the email’s Message-ID.')\n      if (request.state !== 'bounced' && request.state !== 'complained') {\n        return refuse(400, `\"${String(request.state)}\" isn't a delivery failure.`)\n      }\n      const firestore = deps.firestore()\n      const ref = crmCapturedEmailActivityRef(firestore, orgId, key)\n      const outcome = await recordCrmEmailDelivery(firestore, {\n        orgId,\n        activityId: ref.id,\n        state: request.state,\n        atMs: request.atMs,\n        detail: request.detail ?? null,\n      })\n      if (outcome === 'missing') return refuse(404, 'No email by that Message-ID is filed here.')\n      if (outcome === 'failed') return refuse(409, 'The delivery state could not be written.')\n      return { ok: true, id: ref.id, created: outcome === 'advanced' }\n    },\n\n    // An automation's email to the person its event is about (AGL-2615):\n    // see `automation-steps.ts`, loaded with the first one.\n    async prepareEmail(request) {\n      const { prepareCrmRecordEmail } = await import('./automation-steps')\n      return prepareCrmRecordEmail(request)\n    },\n  }\n}\n\n/** The platform's own dependencies. Specs build their own. */\nexport function defaultCrmRecordTimelineDeps(): CrmRecordTimelineDeps {\n  return { firestore: () => firebaseAdmin.app().firestore() }\n}\n\n/** Registers the CRM as the workspace's record system on the timeline seam. */\nexport function registerCrmRecordTimelineWriter(\n  deps: CrmRecordTimelineDeps = defaultCrmRecordTimelineDeps(),\n): void {\n  registerPluginRecordTimelineWriter(createCrmRecordTimelineWriter(deps), { pluginId: BUNDLE_ID 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package/src/lib/server/suite-gate.js

@@ -29,9 +29,10 @@
  *
  * Capture — a form, a sign-up, a booking, an order — does not come through
  * these routes, and records what it records on every plan. The compliance
- * doors are every plan's too: `crm/erase-person`, and the contacts and leads
- * files of `/api/crm/export`, because exporting and erasing the people a
- * workspace holds are obligations rather than CRM features.
+ * doors are every plan's too: `crm/erase-person` here, and the `crm.contacts`
+ * and `crm.leads` exports of the transfer framework, which ask no plan,
+ * because exporting and erasing the people a workspace holds are
+ * obligations rather than CRM features.
  *
  * ## After authorization, never before
  *

package/src/lib/server/suite-gate.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/suite-gate.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * THE CRM'S PLAN GATE, for the routes the console calls (AGL-2787, AGL-2851).\n *\n * The CRM is included from Starter: `features.crm` is false on Free, and a\n * Free workspace has none of it — no section, no read and no write. Three\n * other doors onto the CRM's records ask the same question: the shell draws\n * every CRM section locked and refuses its body, the `/v1` dispatcher refuses\n * the CRM's resources, and the Firestore rules refuse a client's CRM writes.\n * These routes are the fourth door, and every `crm/*` read and write asks it.\n * A lock drawn on a page is advice to a script holding a member's token, so\n * the same question is asked where the read or the write happens.\n *\n * ## What is never asked\n *\n * Capture — a form, a sign-up, a booking, an order — does not come through\n * these routes, and records what it records on every plan. The compliance\n * doors are every plan's too: `crm/erase-person`, and the contacts and leads\n * files of `/api/crm/export`, because exporting and erasing the people a\n * workspace holds are obligations rather than CRM features.\n *\n * ## After authorization, never before\n *\n * Each route asks once it knows who is calling and has read the org to\n * answer that — the order the shell refuses in. A reader who may not open a\n * surface is not shown its upgrade path, and a caller with no standing in\n * the workspace learns nothing about its plan.\n *\n * ## One refusal shape\n *\n * 403, as the REST refusal is, with its two machine-readable facts in the\n * console routes' flat body: `reason: 'plan_required'` is the REST\n * `error.type` and `code: 'crm'` its `error.code`. Beside them, a sentence\n * the console relays unchanged, as it relays every route refusal. The plan\n * it names comes from the plan tables, so it cannot name a tier that has\n * stopped carrying the suite.\n *\n * ## Staff are refused too\n *\n * The plan is a fact about the workspace, not about the person asking. A\n * support engineer acting inside a Free workspace would otherwise create\n * suite records that the workspace then holds without the suite.\n */\n\nimport { checkEntitlement, planLabelGrantingFeature } from '@aglyn/aglyn/server'\n\n/** The entitlement the suite is sold under — the REST refusal's `error.code`. */\nexport const CRM_SUITE_FEATURE = 'crm'\n\n/** The REST refusal's `error.type`, as a console route's `reason`. */\nexport const CRM_SUITE_REFUSAL_REASON = 'plan_required'\n\n/** What a route answers a workspace whose plan does not carry the suite. */\nexport interface CrmSuiteRefusal {\n  status: 403\n  body: {\n    error: string\n    reason: typeof CRM_SUITE_REFUSAL_REASON\n    code: typeof CRM_SUITE_FEATURE\n  }\n}\n\n/**\n * The refusal's sentence, for an act named as a phrase that takes \"is\" —\n * \"Importing a CSV file\", \"A CRM recipe\".\n */\nexport function crmSuiteRefusalMessage(act: string): string {\n  const plan = planLabelGrantingFeature(CRM_SUITE_FEATURE)\n  return (\n    `${act} is part of the CRM, which is not included in your current ` +\n    'plan. Manage your plan and add-ons from Billing.' +\n    (plan ? ` Included from ${plan}.` : '')\n  )\n}\n\n/**\n * `null` when the org's plan carries the suite, else the refusal to send.\n *\n * Resolved through `checkEntitlement`, so a per-org\n * `entitlements.features.crm` grant or revocation, and a paid plan whose\n * subscription has died, answer here exactly as they answer everywhere else.\n */\nexport function crmSuiteRefusal(org: unknown, act: string): CrmSuiteRefusal | null {\n  if (checkEntitlement(org as Parameters<typeof checkEntitlement>[0], CRM_SUITE_FEATURE)) {\n    return null\n  }\n  return {\n    status: 403,\n    body: {\n      error: crmSuiteRefusalMessage(act),\n      reason: CRM_SUITE_REFUSAL_REASON,\n      code: CRM_SUITE_FEATURE,\n    },\n  }\n}\n"],"names":["checkEntitlement","planLabelGrantingFeature","CRM_SUITE_FEATURE","CRM_SUITE_REFUSAL_REASON","crmSuiteRefusalMessage","act","plan","crmSuiteRefusal","org","status","body","error","reason","code"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAyCC,GAED,SAASA,gBAAgB,EAAEC,wBAAwB,QAAQ,sBAAqB;AAEhF,+EAA+E,GAC/E,OAAO,MAAMC,oBAAoB,MAAK;AAEtC,oEAAoE,GACpE,OAAO,MAAMC,2BAA2B,gBAAe;AAYvD;;;CAGC,GACD,OAAO,SAASC,uBAAuBC,GAAW;IAChD,MAAMC,OAAOL,yBAAyBC;IACtC,OACE,GAAGG,IAAI,2DAA2D,CAAC,GACnE,qDACCC,CAAAA,OAAO,CAAC,eAAe,EAAEA,KAAK,CAAC,CAAC,GAAG,EAAC;AAEzC;AAEA;;;;;;CAMC,GACD,OAAO,SAASC,gBAAgBC,GAAY,EAAEH,GAAW;IACvD,IAAIL,iBAAiBQ,KAA+CN,oBAAoB;QACtF,OAAO;IACT;IACA,OAAO;QACLO,QAAQ;QACRC,MAAM;YACJC,OAAOP,uBAAuBC;YAC9BO,QAAQT;YACRU,MAAMX;QACR;IACF;AACF"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/suite-gate.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * THE CRM'S PLAN GATE, for the routes the console calls (AGL-2787, AGL-2851).\n *\n * The CRM is included from Starter: `features.crm` is false on Free, and a\n * Free workspace has none of it — no section, no read and no write. Three\n * other doors onto the CRM's records ask the same question: the shell draws\n * every CRM section locked and refuses its body, the `/v1` dispatcher refuses\n * the CRM's resources, and the Firestore rules refuse a client's CRM writes.\n * These routes are the fourth door, and every `crm/*` read and write asks it.\n * A lock drawn on a page is advice to a script holding a member's token, so\n * the same question is asked where the read or the write happens.\n *\n * ## What is never asked\n *\n * Capture — a form, a sign-up, a booking, an order — does not come through\n * these routes, and records what it records on every plan. The compliance\n * doors are every plan's too: `crm/erase-person` here, and the `crm.contacts`\n * and `crm.leads` exports of the transfer framework, which ask no plan,\n * because exporting and erasing the people a workspace holds are\n * obligations rather than CRM features.\n *\n * ## After authorization, never before\n *\n * Each route asks once it knows who is calling and has read the org to\n * answer that — the order the shell refuses in. A reader who may not open a\n * surface is not shown its upgrade path, and a caller with no standing in\n * the workspace learns nothing about its plan.\n *\n * ## One refusal shape\n *\n * 403, as the REST refusal is, with its two machine-readable facts in the\n * console routes' flat body: `reason: 'plan_required'` is the REST\n * `error.type` and `code: 'crm'` its `error.code`. Beside them, a sentence\n * the console relays unchanged, as it relays every route refusal. The plan\n * it names comes from the plan tables, so it cannot name a tier that has\n * stopped carrying the suite.\n *\n * ## Staff are refused too\n *\n * The plan is a fact about the workspace, not about the person asking. A\n * support engineer acting inside a Free workspace would otherwise create\n * suite records that the workspace then holds without the suite.\n */\n\nimport { checkEntitlement, planLabelGrantingFeature } from '@aglyn/aglyn/server'\n\n/** The entitlement the suite is sold under — the REST refusal's `error.code`. */\nexport const CRM_SUITE_FEATURE = 'crm'\n\n/** The REST refusal's `error.type`, as a console route's `reason`. */\nexport const CRM_SUITE_REFUSAL_REASON = 'plan_required'\n\n/** What a route answers a workspace whose plan does not carry the suite. */\nexport interface CrmSuiteRefusal {\n  status: 403\n  body: {\n    error: string\n    reason: typeof CRM_SUITE_REFUSAL_REASON\n    code: typeof CRM_SUITE_FEATURE\n  }\n}\n\n/**\n * The refusal's sentence, for an act named as a phrase that takes \"is\" —\n * \"Importing a CSV file\", \"A CRM recipe\".\n */\nexport function crmSuiteRefusalMessage(act: string): string {\n  const plan = planLabelGrantingFeature(CRM_SUITE_FEATURE)\n  return (\n    `${act} is part of the CRM, which is not included in your current ` +\n    'plan. Manage your plan and add-ons from Billing.' +\n    (plan ? ` Included from ${plan}.` : '')\n  )\n}\n\n/**\n * `null` when the org's plan carries the suite, else the refusal to send.\n *\n * Resolved through `checkEntitlement`, so a per-org\n * `entitlements.features.crm` grant or revocation, and a paid plan whose\n * subscription has died, answer here exactly as they answer everywhere else.\n */\nexport function crmSuiteRefusal(org: unknown, act: string): CrmSuiteRefusal | null {\n  if (checkEntitlement(org as Parameters<typeof checkEntitlement>[0], CRM_SUITE_FEATURE)) {\n    return null\n  }\n  return {\n    status: 403,\n    body: {\n      error: crmSuiteRefusalMessage(act),\n      reason: CRM_SUITE_REFUSAL_REASON,\n      code: CRM_SUITE_FEATURE,\n    },\n  }\n}\n"],"names":["checkEntitlement","planLabelGrantingFeature","CRM_SUITE_FEATURE","CRM_SUITE_REFUSAL_REASON","crmSuiteRefusalMessage","act","plan","crmSuiteRefusal","org","status","body","error","reason","code"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA0CC,GAED,SAASA,gBAAgB,EAAEC,wBAAwB,QAAQ,sBAAqB;AAEhF,+EAA+E,GAC/E,OAAO,MAAMC,oBAAoB,MAAK;AAEtC,oEAAoE,GACpE,OAAO,MAAMC,2BAA2B,gBAAe;AAYvD;;;CAGC,GACD,OAAO,SAASC,uBAAuBC,GAAW;IAChD,MAAMC,OAAOL,yBAAyBC;IACtC,OACE,GAAGG,IAAI,2DAA2D,CAAC,GACnE,qDACCC,CAAAA,OAAO,CAAC,eAAe,EAAEA,KAAK,CAAC,CAAC,GAAG,EAAC;AAEzC;AAEA;;;;;;CAMC,GACD,OAAO,SAASC,gBAAgBC,GAAY,EAAEH,GAAW;IACvD,IAAIL,iBAAiBQ,KAA+CN,oBAAoB;QACtF,OAAO;IACT;IACA,OAAO;QACLO,QAAQ;QACRC,MAAM;YACJC,OAAOP,uBAAuBC;YAC9BO,QAAQT;YACRU,MAAMX;QACR;IACF;AACF"}

package/src/lib/server/task-routes.js

@@ -14,12 +14,14 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * 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 { consentGroupForHost, CRM_COLLECTIONS, crmScopeTokens, crmTaskListFields, crmTaskReminderAfterEdit, crmTaskReminderPending, crmTaskReminderWhen, isOrgWideMember, memberCanSee } from "@aglyn/aglyn/server";
+ */ import { consentGroupForHost, CRM_COLLECTIONS, crmScopeTokens, crmTaskListFields, crmTaskStatusWrite, crmTaskReminderAfterEdit, crmTaskReminderPending, crmTaskReminderWhen, isOrgWideMember, memberCanSee } from "@aglyn/aglyn/server";
 import { crmNextActivityLinksOf, firebaseAdmin, getOrgForHost, memberHasOrgPermission, notifyUsers, recomputeCrmNextTaskAt, resolveOrgMembership } from "@aglyn/tenant-data-admin";
 import { emitHostEvent } from "@aglyn/tenant-runtime";
 import { FieldValue } from "firebase-admin/firestore";
 import { CRM_TASK_BATCH_MAX, readCrmTaskFields } from "../model/task-routes.js";
 import { CRM_ORG_TASK_SCOPE } from "../model/task-scope.js";
+import { resolveCrmTaskPicklistWrite } from "../model/task-picklists.js";
+import { readCrmTaskPicklists } from "./read-picklist.js";
 import { digestTimeZone } from "../model/crm-digest.js";
 import { authorizeOrgCaller, readCrmRouteScope } from "./org-caller.js";
 import { crmSuiteRefusal } from "./suite-gate.js";
@@ -162,7 +164,7 @@ const ORG_REFUSAL = 'Editing tasks at the organization level requires the "Manag
  * `dueAtMs` is the one field written as `null` when unset, because every
  * view orders by it and a document missing the field drops out of an
  * `orderBy` entirely.
- */ function storedFields(fields, mode) {
+ */ function storedFields(fields, mode, picked) {
     const absent = mode === 'update' ? FieldValue.delete() : undefined;
     const optional = (value)=>value ? {
             present: true,
@@ -171,10 +173,14 @@ const ORG_REFUSAL = 'Editing tasks at the organization level requires the "Manag
             present: mode === 'update',
             value: absent
         };
+    // The meanings every query reads, with the org's labels beside them (AGL-3517).
     const out = {
         title: fields.title,
-        kind: fields.kind,
-        priority: fields.priority,
+        kind: picked.kind,
+        typeLabel: picked.typeLabel,
+        priority: picked.priority,
+        priorityLabel: picked.priorityLabel,
+        statusLabel: picked.statusLabel,
         dueAtMs: fields.dueAtMs,
         notes: fields.notes
     };
@@ -286,7 +292,7 @@ const tasksCollection = (orgId)=>firebaseAdmin.app().firestore().collection('org
  * and `createdByUid` are provenance and never rewritten. The notification
  * opens under the site the caller is on, or — at the organization level —
  * under the task's own site, and under the org hub for a task with none.
- */ async function updateTask(writer, scope, tasks, taskId, fields, onRoster) {
+ */ async function updateTask(writer, scope, tasks, taskId, fields, onRoster, picklists) {
     var _existing_get, _existing_get1;
     if (fields.assigneeUid && !await onRoster(fields.assigneeUid)) {
         return refuse(400, 'The assignee is not a member of this organization.');
@@ -296,9 +302,11 @@ const tasksCollection = (orgId)=>firebaseAdmin.app().firestore().collection('org
     if (!canReach(writer, existing.get('visibleTo'))) {
         return refuse(403, 'That task is not visible to you.');
     }
+    const picked = resolveCrmTaskPicklistWrite(picklists, fields, existing.data());
+    if (picked.ok === false) return refuse(400, picked.error);
     const previousAssignee = String((_existing_get = existing.get('assigneeUid')) != null ? _existing_get : '') || null;
     const previousLinks = crmNextActivityLinksOf(existing.data());
-    const stored = storedFields(fields, 'update');
+    const stored = storedFields(fields, 'update', picked.write);
     await tasks.doc(taskId).update(_extends({}, stored, reminderFields(fields, existing), crmTaskListFields(_extends({}, existing.data(), stored)), {
         updatedAt: FieldValue.serverTimestamp()
     }));
@@ -347,10 +355,12 @@ const tasksCollection = (orgId)=>firebaseAdmin.app().firestore().collection('org
  * refused, which is the rules' `canCreateScoped()` said before the write
  * instead of after. An organization task — no site — carries
  * `CRM_ORG_TASK_SCOPE` and `hostId: null`.
- */ async function createTask(writer, scope, tasks, fields, onRoster) {
+ */ async function createTask(writer, scope, tasks, fields, onRoster, picklists) {
     if (fields.assigneeUid && !await onRoster(fields.assigneeUid)) {
         return refuse(400, 'The assignee is not a member of this organization.');
     }
+    const picked = resolveCrmTaskPicklistWrite(picklists, fields, null);
+    if (picked.ok === false) return refuse(400, picked.error);
     const filed = await resolveFiledFrom(writer, scope);
     if (filed.ok === false) return filed;
     const { hostId } = filed;
@@ -361,7 +371,8 @@ const tasksCollection = (orgId)=>firebaseAdmin.app().firestore().collection('org
         return refuse(403, 'Your access to this organization does not reach this site.');
     }
     const ref = tasks.doc();
-    await ref.set(_extends({}, storedFields(fields, 'create'), reminderFields(fields, null), crmTaskListFields(_extends({}, storedFields(fields, 'create'), {
+    const stored = storedFields(fields, 'create', picked.write);
+    await ref.set(_extends({}, stored, reminderFields(fields, null), crmTaskListFields(_extends({}, stored, {
         visibleTo
     })), {
         status: 'open',
@@ -435,9 +446,10 @@ const tasksCollection = (orgId)=>firebaseAdmin.app().firestore().collection('org
         }
         const tasks = tasksCollection(writer.orgId);
         const onRoster = rosterOf(writer.orgId);
+        const picklists = await readCrmTaskPicklists(firebaseAdmin.app().firestore(), writer.orgId);
         let body;
         if (taskId) {
-            const saved = await updateTask(writer, scope, tasks, taskId, fields, onRoster);
+            const saved = await updateTask(writer, scope, tasks, taskId, fields, onRoster, picklists);
             if (saved.ok === false) {
                 res.status(saved.status).json(saved.body);
                 return;
@@ -448,7 +460,7 @@ const tasksCollection = (orgId)=>firebaseAdmin.app().firestore().collection('org
                 notified: saved.notified
             };
         } else {
-            const saved = await createTask(writer, scope, tasks, fields, onRoster);
+            const saved = await createTask(writer, scope, tasks, fields, onRoster, picklists);
             if (saved.ok === false) {
                 res.status(saved.status).json(saved.body);
                 return;
@@ -511,9 +523,10 @@ const tasksCollection = (orgId)=>firebaseAdmin.app().firestore().collection('org
         }
         const tasks = tasksCollection(writer.orgId);
         const onRoster = rosterOf(writer.orgId);
+        const picklists = await readCrmTaskPicklists(firebaseAdmin.app().firestore(), writer.orgId);
         const results = [];
         for (const { taskId, fields } of parsed){
-            const saved = await updateTask(writer, scope, tasks, taskId, fields, onRoster);
+            const saved = await updateTask(writer, scope, tasks, taskId, fields, onRoster, picklists);
             results.push(saved.ok === false ? {
                 taskId,
                 ok: false,
@@ -548,7 +561,7 @@ const tasksCollection = (orgId)=>firebaseAdmin.app().firestore().collection('org
  * Idempotent on purpose: two people ticking the same box, or one person
  * double-clicking, completes a task once and fires its event once. The
  * second call reads the stored `completedAtMs` back and writes nothing.
- */ async function completeTask(writer, scope, tasks, taskId) {
+ */ async function completeTask(writer, scope, tasks, taskId, picklists) {
     var _task_hostId;
     const ref = tasks.doc(taskId);
     const snapshot = await ref.get();
@@ -577,8 +590,7 @@ const tasksCollection = (orgId)=>firebaseAdmin.app().firestore().collection('org
         };
     }
     const completedAtMs = Date.now();
-    await ref.update(_extends({
-        status: 'done',
+    await ref.update(_extends({}, crmTaskStatusWrite(picklists.status, true), {
         completedAtMs,
         completedByUid: writer.uid
     }, crmTaskReminderPending(task) ? {
@@ -660,7 +672,8 @@ const tasksCollection = (orgId)=>firebaseAdmin.app().firestore().collection('org
             res.status(writer.status).json(writer.body);
             return;
         }
-        const outcome = await completeTask(writer, scope, tasksCollection(writer.orgId), taskId);
+        const picklists = await readCrmTaskPicklists(firebaseAdmin.app().firestore(), writer.orgId);
+        const outcome = await completeTask(writer, scope, tasksCollection(writer.orgId), taskId, picklists);
         if (outcome.ok === false) {
             res.status(completeStatus(outcome)).json({
                 error: outcome.error
@@ -710,9 +723,10 @@ const tasksCollection = (orgId)=>firebaseAdmin.app().firestore().collection('org
             return;
         }
         const tasks = tasksCollection(writer.orgId);
+        const picklists = await readCrmTaskPicklists(firebaseAdmin.app().firestore(), writer.orgId);
         const results = [];
         for (const taskId of taskIds){
-            results.push(await completeTask(writer, scope, tasks, taskId));
+            results.push(await completeTask(writer, scope, tasks, taskId, picklists));
         }
         const body = {
             ok: true,