@aglyn/plugins-crm 1.0.0-beta.221 → 1.0.0-beta.222

package/src/lib/server/api-v1/crm-deals.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/server/api-v1/crm-deals.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 * `/v1/deals` (AGL-2606) — the most commercially sensitive row in the CRM.\n *\n * ## The stage owns the status\n *\n * `status` is denormalized from the stage's `kind` (`crm.ts`), so the two\n * can never disagree on a stored deal. A client may move a deal by either\n * name: `stageId` picks a stage and the status follows; `status` alone picks\n * the pipeline's one `won` or `lost` stage, or its FIRST open stage for\n * `open` — a reopen has to land somewhere, and the top of the pipeline is\n * the only somewhere that needs no second field. Both together must agree,\n * and a pair that does not is refused rather than resolved in favor of\n * either, because whichever one we picked would be the one the client did\n * not mean.\n *\n * Every stage move stamps `stageChangedAtMs`, which is what \"stuck in\n * stage\" reports read, and a move into or out of a closed stage sets or\n * clears `closedAtMs`.\n *\n * ## A won deal makes its contact a customer\n *\n * The console's stage route floors the linked contact's lifecycle stage at\n * `customer` when a deal is won (AGL-2641), and this resource is the same\n * writer with a different door: a `PATCH` that moves a deal into its `won`\n * stage, or a `POST` that creates one there, applies the same floor to the\n * contact the deal names, in the facet of the deal's site — filling an\n * empty stage, advancing an earlier one, never moving anybody back. The\n * deal's own write is not undone by a contact write that fails; the deal\n * is what the integrator asked for, and the floor is what the win implies.\n *\n * ## The line items own the amount\n *\n * A deal may carry `lineItems` (AGL-2620) — the products behind its value,\n * each in the deal's currency. With one or more lines the stored\n * `amountCents` IS their sum, written beside them, so a typed `amountCents`\n * in the same body, or alone on a deal that has lines, is refused rather\n * than reconciled: whichever number we kept would be the one the client did\n * not mean. `lineItems: []` clears the lines and hands the amount back to\n * the client; the last sum stays until it is retyped. Changing the currency\n * of a deal with lines needs the lines resent in that currency, because\n * their sum is one number in one unit.\n */\nimport {\n  CRM_COLLECTIONS,\n  CRM_MEDIA_IDS_MAX,\n  type CrmDeal,\n  type CrmDealLineItem,\n  type CrmDealStage,\n  type CrmDealStatus,\n  createResourceUid,\n  crmNewRecordListFields,\n  dealStageById,\n  lineItemsTotalCents,\n  normalizeCrmMediaIds,\n  readDealLineItems,\n} from '@aglyn/aglyn/server'\nimport { apiJson, ApiErrors, restampCrmListFieldsAt } from '@aglyn/tenant-data-admin'\nimport { Timestamp } from 'firebase-admin/firestore'\nimport {\n  type ApiV1Context,\n  claimWrite,\n  readJsonBody,\n  requireScope,\n} from '@aglyn/tenant-data-admin/server/api-v1-kit'\nimport { floorContactLifecycleStage } from '../contact-lifecycle-floor'\nimport { orderedStages, type ResolvedPipeline, resolvePipeline } from './crm-pipelines'\nimport {\n  type Clearable,\n  CRM_TEXT_MAX,\n  CRM_TITLE_MAX,\n  createPayload,\n  crmCollection,\n  crmCreateStamp,\n  crmCustomUpdate,\n  crmCustomView,\n  crmRecordsBandRefusal,\n  crmRefErrors,\n  crmTimes,\n  crmValidationFailed,\n  isoFromMs,\n  listCrm,\n  memberError,\n  parseIsoInstant,\n  readChoice,\n  readCrmCustomBody,\n  readCrmSite,\n  readEqualityFilters,\n  readOptionalText,\n  readRefId,\n  refuseUnknownKeys,\n  updatePayload,\n} from './crm-shared'\n\nconst DEAL_STATUSES = ['open', 'won', 'lost'] as const\n\n/** One line as published: the stored shape, with `productId` always present. */\nfunction lineItemView(item: CrmDealLineItem) {\n  return {\n    productId: item.productId ?? null,\n    name: item.name,\n    quantity: item.quantity,\n    unitAmountCents: item.unitAmountCents,\n    currency: item.currency,\n  }\n}\n\n/** The deal object as published. Every writable field appears here. */\nfunction dealView(doc: FirebaseFirestore.DocumentSnapshot) {\n  const data = (doc.data() ?? {}) as Partial<CrmDeal>\n  return {\n    id: doc.id,\n    object: 'deal',\n    title: data.title ?? null,\n    pipelineId: data.pipelineId ?? null,\n    stageId: data.stageId ?? null,\n    status: data.status ?? null,\n    amountCents: typeof data.amountCents === 'number' ? data.amountCents : null,\n    // `'usd'` when absent, as the model says — a deal with no currency is a\n    // dollar deal, not a deal with an unknown one.\n    currency: data.currency ?? 'usd',\n    lineItems: Array.isArray(data.lineItems) ? data.lineItems.map(lineItemView) : [],\n    expectedCloseAt: isoFromMs(data.expectedCloseAtMs),\n    closedAt: isoFromMs(data.closedAtMs),\n    stageChangedAt: isoFromMs(data.stageChangedAtMs),\n    ownerUid: data.ownerUid ?? null,\n    contactId: data.contactId ?? null,\n    companyId: data.companyId ?? null,\n    lostReason: data.lostReason ?? null,\n    notes: data.notes ?? null,\n    // The org's deal custom fields, keyed by field key (AGL-2661).\n    custom: crmCustomView(data as FirebaseFirestore.DocumentData),\n    // When the earliest open task against the deal is due — see\n    // `CrmDeal.nextTaskAtMs`. Read-only: the tasks resource maintains it.\n    nextTaskAt: isoFromMs(data.nextTaskAtMs),\n    mediaIds: normalizeCrmMediaIds(data.mediaIds),\n    siteId: data.hostId ?? null,\n    ...crmTimes(data as FirebaseFirestore.DocumentData),\n  }\n}\n\nconst DEAL_WRITABLE = new Set([\n  'title',\n  'stageId',\n  'status',\n  'amountCents',\n  'currency',\n  'lineItems',\n  'expectedCloseAt',\n  'ownerUid',\n  'contactId',\n  'companyId',\n  'lostReason',\n  'notes',\n  'custom',\n  'mediaIds',\n])\n\ninterface DealInput {\n  title?: string\n  pipelineId?: string\n  stageId?: string\n  status?: CrmDealStatus\n  amountCents?: Clearable<number>\n  currency?: string\n  /**\n   * The lines as sent, validated only for shape here; the currency check\n   * and the sum wait for `placeLineItems`, which knows the deal's currency\n   * on a PATCH that did not send one. `[]` means \"clear them\".\n   */\n  lineItems?: unknown[]\n  expectedCloseAtMs?: Clearable<number>\n  ownerUid?: Clearable<string>\n  contactId?: Clearable<string>\n  companyId?: Clearable<string>\n  lostReason?: Clearable<string>\n  notes?: Clearable<string>\n  /** Org-library files attached to the deal (AGL-2662), by media id. */\n  mediaIds?: string[]\n}\n\n/**\n * The writable half of a deal, validated. `pipelineId` is accepted on a\n * create only: a deal's stages are its pipeline's, and moving one between\n * pipelines is a new deal in the other pipeline, not an edit.\n */\nfunction readDealInput(\n  body: Record<string, unknown>,\n  { partial }: { partial: boolean },\n): { values: DealInput } | { errors: Record<string, string> } {\n  const errors: Record<string, string> = {}\n  const values: DealInput = {}\n  const allowed = new Set(DEAL_WRITABLE)\n  if (!partial) {\n    allowed.add('consentSiteId')\n    allowed.add('pipelineId')\n  }\n  refuseUnknownKeys(body, allowed, 'deal', errors)\n  if (partial && body.pipelineId !== undefined) {\n    errors.pipelineId = 'Not writable — create the deal in the other pipeline'\n  }\n\n  if (body.mediaIds !== undefined) {\n    if (!Array.isArray(body.mediaIds)) {\n      errors.mediaIds = 'Must be an array of media ids'\n    } else if (body.mediaIds.length > CRM_MEDIA_IDS_MAX) {\n      errors.mediaIds = `At most ${CRM_MEDIA_IDS_MAX} files may be attached`\n    } else {\n      // The SAME normalizer the console card writes through, so the API\n      // cannot store a list the console would refuse. An empty array is\n      // legal and clears the attachments.\n      values.mediaIds = normalizeCrmMediaIds(body.mediaIds)\n    }\n  }\n\n  if (body.title !== undefined || !partial) {\n    const title = String(body.title ?? '')\n      .trim()\n      .slice(0, CRM_TITLE_MAX)\n    if (title) values.title = title\n    else errors.title = partial ? 'Must not be empty' : 'A title is required'\n  }\n\n  if (!partial && body.pipelineId !== undefined) {\n    const pipelineId = readRefId(body, 'pipelineId', errors)\n    if (pipelineId) values.pipelineId = pipelineId\n    else if (pipelineId === null) errors.pipelineId = 'Must be an id'\n  }\n\n  const stageId = readRefId(body, 'stageId', errors)\n  if (stageId) values.stageId = stageId\n  else if (stageId === null) errors.stageId = 'Must be a stage id'\n\n  const status = readChoice(body, 'status', DEAL_STATUSES, errors)\n  if (status) values.status = status\n\n  if (body.amountCents !== undefined) {\n    if (body.amountCents === null) {\n      values.amountCents = null\n    } else if (\n      typeof body.amountCents !== 'number' ||\n      !Number.isInteger(body.amountCents) ||\n      body.amountCents < 0\n    ) {\n      errors.amountCents = 'Must be a whole number of cents, 0 or more'\n    } else {\n      values.amountCents = body.amountCents\n    }\n  }\n\n  if (body.currency !== undefined) {\n    const currency = String(body.currency ?? '')\n      .trim()\n      .toLowerCase()\n    if (/^[a-z]{3}$/.test(currency)) values.currency = currency\n    else errors.currency = 'Must be a three-letter ISO 4217 code, like usd'\n  }\n\n  if (body.lineItems !== undefined) {\n    if (body.lineItems === null || (Array.isArray(body.lineItems) && body.lineItems.length === 0)) {\n      values.lineItems = []\n    } else if (!Array.isArray(body.lineItems)) {\n      errors.lineItems = 'Must be a list of line items'\n    } else {\n      values.lineItems = body.lineItems\n      if (body.amountCents !== undefined) {\n        errors.amountCents = 'Derived from lineItems — omit it, or send lineItems: [] to type an amount'\n      }\n    }\n  }\n\n  if (body.expectedCloseAt !== undefined) {\n    if (body.expectedCloseAt === null) {\n      values.expectedCloseAtMs = null\n    } else {\n      const ms = parseIsoInstant(body.expectedCloseAt)\n      if (ms === null) {\n        errors.expectedCloseAt =\n          'Must be an ISO 8601 instant, like 2026-12-31T00:00:00Z'\n      } else {\n        values.expectedCloseAtMs = ms\n      }\n    }\n  }\n\n  const ownerUid = readOptionalText(body, 'ownerUid', CRM_TITLE_MAX, errors)\n  if (ownerUid !== undefined) values.ownerUid = ownerUid\n  const contactId = readRefId(body, 'contactId', errors)\n  if (contactId !== undefined) values.contactId = contactId\n  const companyId = readRefId(body, 'companyId', errors)\n  if (companyId !== undefined) values.companyId = companyId\n  const lostReason = readOptionalText(body, 'lostReason', CRM_TEXT_MAX, errors)\n  if (lostReason !== undefined) values.lostReason = lostReason\n  const notes = readOptionalText(body, 'notes', CRM_TEXT_MAX, errors)\n  if (notes !== undefined) values.notes = notes\n\n  // `custom` is shape-checked here and judged against the org's\n  // definitions by the writers, which is where the read is paid.\n  if (body.custom !== undefined) {\n    if (!body.custom || typeof body.custom !== 'object' || Array.isArray(body.custom)) {\n      errors.custom = 'Must be an object of field values keyed by field key'\n    }\n  }\n\n  return Object.keys(errors).length ? { errors } : { values }\n}\n\n/**\n * The stage a write lands the deal in, from `stageId` and/or `status` — see\n * the module header for the rule. `null` when neither was sent, which on a\n * PATCH means \"leave the stage alone\" and on a create means the first open\n * stage.\n */\nfunction resolveStage(\n  pipeline: ResolvedPipeline['pipeline'],\n  values: Pick<DealInput, 'stageId' | 'status'>,\n): { stage: CrmDealStage | null } | { errors: Record<string, string> } {\n  const stages = orderedStages(pipeline)\n  if (values.stageId) {\n    const stage = dealStageById(pipeline, values.stageId)\n    if (!stage) return { errors: { stageId: 'No such stage in this pipeline' } }\n    if (values.status && values.status !== stage.kind) {\n      return { errors: { status: `Must match the stage, which is ${stage.kind}` } }\n    }\n    return { stage }\n  }\n  if (values.status) {\n    const stage =\n      values.status === 'open'\n        ? stages.find((candidate) => candidate.kind === 'open')\n        : stages.find((candidate) => candidate.kind === values.status)\n    if (!stage) {\n      return { errors: { status: `This pipeline has no ${values.status} stage` } }\n    }\n    return { stage }\n  }\n  return { stage: null }\n}\n\n/**\n * The stored lines and the amount they derive, for a write that sent\n * `lineItems`, validated against the currency the deal WILL have — the\n * body's, else the stored one, else `usd`. Returns nothing to write when\n * the body carried no lines.\n */\nfunction placeLineItems(\n  values: Pick<DealInput, 'lineItems' | 'currency'>,\n  stored: Partial<CrmDeal> | null,\n): { fields: Record<string, unknown> } | { errors: Record<string, string> } {\n  if (values.lineItems === undefined) return { fields: {} }\n  const currency = values.currency ?? stored?.currency ?? 'usd'\n  const read = readDealLineItems(values.lineItems, currency)\n  if ('error' in read) return { errors: { lineItems: read.error } }\n  return {\n    fields: {\n      lineItems: read.items,\n      ...(read.items.length ? { amountCents: lineItemsTotalCents(read.items) } : {}),\n    },\n  }\n}\n\n/**\n * The customer floor a win applies to the deal's contact (AGL-2641), after\n * the deal itself is written. A contact write that fails is logged and\n * swallowed: the deal is already won, and a `500` would tell the integrator\n * the move they can see in the console did not happen.\n */\nasync function floorWonDealContact(\n  ctx: ApiV1Context,\n  deal: { contactId?: string | null; hostId?: string | null },\n): Promise<void> {\n  const contactId = String(deal.contactId ?? '').trim()\n  if (!contactId) return\n  try {\n    await floorContactLifecycleStage({\n      contactRef: ctx.firestore\n        .collection('orgs')\n        .doc(ctx.orgId)\n        .collection('contacts')\n        .doc(contactId),\n      org: ctx.org as Record<string, unknown>,\n      hostId: deal.hostId ?? null,\n      floor: 'customer',\n    })\n  } catch (error) {\n    console.error('[api-v1] deals: the customer floor failed', contactId, error)\n  }\n}\n\n/** The fields a stage move writes, beside the stage itself. */\nfunction stageMove(stage: CrmDealStage, nowMs: number) {\n  return {\n    stageId: stage.id,\n    status: stage.kind,\n    stageChangedAtMs: nowMs,\n    closedAtMs: stage.kind === 'open' ? null : nowMs,\n  }\n}\n\n/** The membership and reference checks a deal write makes, merged. */\nasync function dealRefErrors(\n  ctx: ApiV1Context,\n  values: DealInput,\n): Promise<Record<string, string>> {\n  const [owner, refs] = await Promise.all([\n    memberError(ctx, 'ownerUid', values.ownerUid),\n    crmRefErrors(ctx, {\n      contactId: values.contactId ?? undefined,\n      companyId: values.companyId ?? undefined,\n    }),\n  ])\n  return { ...owner, ...refs }\n}\n\n/**\n * `POST /v1/deals`. The pipeline is resolved AFTER the claim because\n * resolving it can create one (`resolvePipeline`), and a refusal past that\n * point releases the key so the retry that names a real stage still can.\n */\nasync function createDeal(request: Request, ctx: ApiV1Context): Promise<Response> {\n  const body = await readJsonBody(request)\n  const parsed = readDealInput(body, { partial: false })\n  if ('errors' in parsed) return crmValidationFailed(ctx, 'deal', parsed.errors)\n  const site = readCrmSite(ctx, 'deal', body)\n  if ('response' in site) return site.response\n  const refErrors = await dealRefErrors(ctx, parsed.values)\n  if (Object.keys(refErrors).length) return crmValidationFailed(ctx, 'deal', refErrors)\n  // Judged against the org's deal definitions, above the claim (AGL-2661).\n  const custom = await readCrmCustomBody(ctx, body, 'deal')\n  if (custom && 'errors' in custom) return crmValidationFailed(ctx, 'deal', custom.errors)\n  const customValues = custom && 'values' in custom ? custom.values : {}\n\n  const collection = crmCollection(ctx, CRM_COLLECTIONS.deals)\n  const claimed = await claimWrite(\n    ctx,\n    '*',\n    request.headers.get('Idempotency-Key'),\n    'deals',\n  )\n  if ('replay' in claimed) return claimed.replay\n  const { claim } = claimed\n\n  try {\n    const { title, pipelineId, stageId, status, lineItems, ...rest } = parsed.values\n    const placedLines = placeLineItems({ lineItems, currency: rest.currency }, null)\n    if ('errors' in placedLines) {\n      await claim.release()\n      return crmValidationFailed(ctx, 'deal', placedLines.errors)\n    }\n    const resolved = await resolvePipeline(ctx, site.siteId, pipelineId)\n    if ('error' in resolved) {\n      await claim.release()\n      return crmValidationFailed(ctx, 'deal', { pipelineId: resolved.error })\n    }\n    const placed = resolveStage(resolved.pipeline, { stageId, status })\n    if ('errors' in placed) {\n      await claim.release()\n      return crmValidationFailed(ctx, 'deal', placed.errors)\n    }\n    const stage = placed.stage ?? orderedStages(resolved.pipeline)[0]\n    if (!stage) {\n      await claim.release()\n      return crmValidationFailed(ctx, 'deal', {\n        pipelineId: 'This pipeline has no stages',\n      })\n    }\n    // The records band (AGL-2611), asked last so a refusal past the pipeline\n    // resolution releases the key exactly as a bad stage does.\n    const bandFull = await crmRecordsBandRefusal(ctx)\n    if (bandFull) {\n      await claim.release()\n      return bandFull\n    }\n    const id = createResourceUid()\n    // One clock: the stage move is stamped with the instant the record's own\n    // `createdAt` carries, so a deal created won closed the moment it began.\n    const stamp = crmCreateStamp(ctx, site.siteId)\n    const record: Record<string, unknown> = {\n      title,\n      titleLower: (title ?? '').toLowerCase(),\n      pipelineId: resolved.id,\n      ...createPayload({\n        ...rest,\n        ...placedLines.fields,\n        ...stageMove(stage, stamp.createdAt.toMillis()),\n      }),\n      ...(Object.keys(customValues).length\n        ? { custom: createPayload(customValues) }\n        : {}),\n      ...stamp,\n    }\n    // What the console's Deals list searches and filters by (AGL-3321).\n    await collection.doc(id).create({ ...record, ...crmNewRecordListFields('deals', record) })\n    // A deal created won is a won deal: its contact is a customer from birth.\n    if (stage.kind === 'won') {\n      await floorWonDealContact(ctx, { contactId: rest.contactId, hostId: site.siteId })\n    }\n    const view = dealView(await collection.doc(id).get())\n    await claim.record(200, view)\n    return apiJson(view, { status: 201, headers: ctx.headers })\n  } catch (error) {\n    await claim.release()\n    throw error\n  }\n}\n\n/** `PATCH /v1/deals/{id}`. */\nasync function updateDeal(\n  request: Request,\n  ctx: ApiV1Context,\n  ref: FirebaseFirestore.DocumentReference,\n): Promise<Response> {\n  const body = await readJsonBody(request)\n  const parsed = readDealInput(body, { partial: true })\n  if ('errors' in parsed) return crmValidationFailed(ctx, 'deal', parsed.errors)\n  const snap = await ref.get()\n  if (!snap.exists) {\n    return ApiErrors.notFound({ message: 'No such deal', headers: ctx.headers })\n  }\n  const refErrors = await dealRefErrors(ctx, parsed.values)\n  if (Object.keys(refErrors).length) return crmValidationFailed(ctx, 'deal', refErrors)\n  const custom = await readCrmCustomBody(ctx, body, 'deal')\n  if (custom && 'errors' in custom) return crmValidationFailed(ctx, 'deal', custom.errors)\n\n  const { title, stageId, status, lineItems, ...rest } = parsed.values\n  const stored = snap.data() as Partial<CrmDeal>\n  const storedLines = Array.isArray(stored.lineItems) && stored.lineItems.length > 0\n  const keepsLines = storedLines && lineItems === undefined\n  if (keepsLines && rest.amountCents !== undefined) {\n    return crmValidationFailed(ctx, 'deal', {\n      amountCents: \"This deal's amount is the sum of its line items — edit lineItems instead\",\n    })\n  }\n  if (keepsLines && rest.currency !== undefined && rest.currency !== (stored.currency ?? 'usd')) {\n    return crmValidationFailed(ctx, 'deal', {\n      currency: \"Every line item is in the deal's currency — send lineItems in the new currency with it\",\n    })\n  }\n  const placedLines = placeLineItems({ lineItems, currency: rest.currency }, stored)\n  if ('errors' in placedLines) return crmValidationFailed(ctx, 'deal', placedLines.errors)\n  const update: Record<string, unknown> = {\n    ...(title !== undefined ? { title, titleLower: title.toLowerCase() } : {}),\n    ...updatePayload({ ...rest, ...placedLines.fields }),\n    ...(custom && 'values' in custom ? crmCustomUpdate(custom.values) : {}),\n  }\n  // The write's one instant: `updatedAt`, and the stage move if there is one,\n  // so a deal closed at T reads updated at T.\n  const now = Timestamp.now()\n  let won = false\n  if (stageId !== undefined || status !== undefined) {\n    const current = snap.data() as CrmDeal\n    const resolved = await resolvePipeline(ctx, current.hostId, current.pipelineId, {\n      allowArchived: true,\n    })\n    if ('error' in resolved) {\n      return crmValidationFailed(ctx, 'deal', {\n        stageId: \"This deal's pipeline no longer exists\",\n      })\n    }\n    const placed = resolveStage(resolved.pipeline, { stageId, status })\n    if ('errors' in placed) return crmValidationFailed(ctx, 'deal', placed.errors)\n    if (placed.stage && placed.stage.id !== current.stageId) {\n      Object.assign(update, stageMove(placed.stage, now.toMillis()))\n      // The transition INTO won, not a won deal edited: a deal already\n      // closed won floored its contact when it closed.\n      won = placed.stage.kind === 'won' && current.status !== 'won'\n    }\n  }\n  if (Object.keys(update).length > 0) {\n    await ref.update({ ...update, updatedAt: now })\n    // What the console's Deals list searches (AGL-3321).\n    if ('title' in update) await restampCrmListFieldsAt(ref, 'deals')\n  }\n  if (won) {\n    await floorWonDealContact(ctx, {\n      contactId: rest.contactId !== undefined ? rest.contactId : stored.contactId,\n      hostId: stored.hostId,\n    })\n  }\n  return apiJson(dealView(await ref.get()), { headers: ctx.headers })\n}\n\n/** `DELETE /v1/deals/{id}` — the deal alone; its tasks and activities stay. */\nasync function deleteDeal(\n  request: Request,\n  ctx: ApiV1Context,\n  ref: FirebaseFirestore.DocumentReference,\n): Promise<Response> {\n  const claimed = await claimWrite(\n    ctx,\n    '*',\n    request.headers.get('Idempotency-Key'),\n    'deal-deletes',\n  )\n  if ('replay' in claimed) return claimed.replay\n  const { claim } = claimed\n  try {\n    const snap = await ref.get()\n    if (!snap.exists) {\n      await claim.release()\n      return ApiErrors.notFound({ message: 'No such deal', headers: ctx.headers })\n    }\n    await ref.delete()\n    const view = { id: ref.id, object: 'deal', deleted: true }\n    await claim.record(200, view)\n    return apiJson(view, { headers: ctx.headers })\n  } catch (error) {\n    await claim.release()\n    throw error\n  }\n}\n\n/**\n * `GET /v1/deals` filters, most selective first — the order `listCrm`\n * indexes them in. `status` is validated against the three values a deal\n * can hold, because `?status=closed` matching nothing is the plausible empty\n * page the conventions refuse to serve.\n */\nasync function listDeals(\n  ctx: ApiV1Context,\n  collection: FirebaseFirestore.CollectionReference,\n  url: URL,\n): Promise<Response> {\n  const rawStatus = url.searchParams.get('status')\n  if (rawStatus !== null && rawStatus.trim() !== '' && !(DEAL_STATUSES as readonly string[]).includes(rawStatus.trim())) {\n    return crmValidationFailed(ctx, 'deal filter', {\n      status: `Must be one of: ${DEAL_STATUSES.join(', ')}`,\n    })\n  }\n  const filters = readEqualityFilters(url, [\n    'contactId',\n    'companyId',\n    'pipelineId',\n    'ownerUid',\n    'status',\n  ])\n  return listCrm(ctx, collection, url, filters, dealView)\n}\n\nexport async function handleDeals(\n  request: Request,\n  ctx: ApiV1Context,\n  segments: string[],\n  url: URL,\n): Promise<Response> {\n  const collection = crmCollection(ctx, CRM_COLLECTIONS.deals)\n  const [, dealId] = segments\n\n  if (!dealId) {\n    if (request.method === 'GET') {\n      const denied = requireScope(ctx, 'crm:read')\n      if (denied) return denied\n      return listDeals(ctx, collection, url)\n    }\n    if (request.method === 'POST') {\n      const denied = requireScope(ctx, 'crm:write')\n      if (denied) return denied\n      return createDeal(request, ctx)\n    }\n    return ApiErrors.methodNotAllowed({\n      headers: { ...ctx.headers, Allow: 'GET, POST' },\n    })\n  }\n\n  const ref = collection.doc(dealId)\n  if (request.method === 'GET') {\n    const denied = requireScope(ctx, 'crm:read')\n    if (denied) return denied\n    const snap = await ref.get()\n    if (!snap.exists) {\n      return ApiErrors.notFound({ message: 'No such deal', headers: ctx.headers })\n    }\n    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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/server/api-v1/crm-deals.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 * `/v1/deals` (AGL-2606) — the most commercially sensitive row in the CRM.\n *\n * ## The stage owns the status\n *\n * `status` is denormalized from the stage's `kind` (`crm.ts`), so the two\n * can never disagree on a stored deal. A client may move a deal by either\n * name: `stageId` picks a stage and the status follows; `status` alone picks\n * the pipeline's one `won` or `lost` stage, or its FIRST open stage for\n * `open` — a reopen has to land somewhere, and the top of the pipeline is\n * the only somewhere that needs no second field. Both together must agree,\n * and a pair that does not is refused rather than resolved in favor of\n * either, because whichever one we picked would be the one the client did\n * not mean.\n *\n * Every stage move stamps `stageChangedAtMs`, which is what \"stuck in\n * stage\" reports read, and a move into or out of a closed stage sets or\n * clears `closedAtMs`.\n *\n * ## A won deal makes its contact a customer\n *\n * The console's stage route floors the linked contact's lifecycle stage at\n * `customer` when a deal is won (AGL-2641), and this resource is the same\n * writer with a different door: a `PATCH` that moves a deal into its `won`\n * stage, or a `POST` that creates one there, applies the same floor to the\n * contact the deal names, in the facet of the deal's site — filling an\n * empty stage, advancing an earlier one, never moving anybody back. The\n * deal's own write is not undone by a contact write that fails; the deal\n * is what the integrator asked for, and the floor is what the win implies.\n *\n * ## The line items own the amount\n *\n * A deal may carry `lineItems` (AGL-2620) — the products behind its value,\n * each in the deal's currency. With one or more lines the stored\n * `amountCents` IS their sum, written beside them, so a typed `amountCents`\n * in the same body, or alone on a deal that has lines, is refused rather\n * than reconciled: whichever number we kept would be the one the client did\n * not mean. `lineItems: []` clears the lines and hands the amount back to\n * the client; the last sum stays until it is retyped. Changing the currency\n * of a deal with lines needs the lines resent in that currency, because\n * their sum is one number in one unit.\n *\n * ## Salesforce's Opportunity fields (AGL-3516)\n *\n * `type` and `leadSource` are judged against the org's `opportunityType`\n * and `leadSource` picklists, as every door judges them: an active value\n * is stored as the list spells it, a deal's own current value is kept, and\n * anything else is a `400` naming the values allowed. A create with no\n * `type` takes the list's default; `leadSource` is never defaulted.\n * `forecastCategory` is one of a FIXED set. Every stage move stamps the new\n * stage's `forecastCategory` and clears the `probability` override — a\n * body that sets either beside the move wins. `campaignId` names one of the\n * org's live campaigns.\n *\n * ## Contact roles (AGL-3521)\n *\n * `contactRoles` is the whole list of the deal's contacts — `{ contactId,\n * role, primary }` — replaced as sent. Each contact must exist, none twice,\n * at most one Primary, and each `role` is judged against the org's\n * `opportunityContactRole` list (a contact's current role kept). The\n * Primary IS `contactId`: a body that sends both must agree, and a body\n * that sends `contactId` alone makes that contact Primary — added with no\n * role when the deal did not name them — so an integration written before\n * roles keeps meaning what it meant.\n */\nimport {\n  CRM_COLLECTIONS,\n  CRM_MEDIA_IDS_MAX,\n  type CrmDeal,\n  type CrmDealContactRole,\n  type CrmDealLineItem,\n  type CrmDealStage,\n  type CrmDealStatus,\n  createResourceUid,\n  CRM_FORECAST_CATEGORIES,\n  type CrmPicklistId,\n  crmListFieldsTouched,\n  crmNewRecordListFields,\n  DEAL_CONTACT_ROLES_MAX,\n  DEAL_NEXT_STEP_MAX,\n  dealContactRoleFields,\n  dealContactRolesOf,\n  dealContactRolesWithPrimary,\n  dealPrimaryContactId,\n  dealStageById,\n  judgeDealContactRoles,\n  dealStageMoveFields,\n  lineItemsTotalCents,\n  normalizeCrmMediaIds,\n  readDealLineItems,\n} from '@aglyn/aglyn/server'\nimport { apiJson, ApiErrors, restampCrmListFieldsAt } from '@aglyn/tenant-data-admin'\nimport { FieldValue, Timestamp } from 'firebase-admin/firestore'\nimport {\n  type ApiV1Context,\n  claimWrite,\n  readJsonBody,\n  requireScope,\n} from '@aglyn/tenant-data-admin/server/api-v1-kit'\nimport { readOrgContainers } from '@aglyn/tenant-data-admin/server/org-containers'\nimport { floorContactLifecycleStage } from '../contact-lifecycle-floor'\nimport { readCrmPicklist, resolveCrmPicklistWrite } from '../read-picklist'\nimport { orderedStages, type ResolvedPipeline, resolvePipeline } from './crm-pipelines'\nimport {\n  type Clearable,\n  CRM_TEXT_MAX,\n  CRM_TITLE_MAX,\n  createPayload,\n  crmCollection,\n  crmCreateStamp,\n  crmCustomUpdate,\n  crmCustomView,\n  crmRecordsBandRefusal,\n  crmRefErrors,\n  crmTimes,\n  crmValidationFailed,\n  isoFromMs,\n  listCrm,\n  memberError,\n  parseIsoInstant,\n  readChoice,\n  readCrmCustomBody,\n  readCrmSite,\n  readEqualityFilters,\n  readOptionalText,\n  readRefId,\n  refuseUnknownKeys,\n  updatePayload,\n} from './crm-shared'\n\nconst DEAL_STATUSES = ['open', 'won', 'lost'] as const\n\n/** One line as published: the stored shape, with `productId` always present. */\nfunction lineItemView(item: CrmDealLineItem) {\n  return {\n    productId: item.productId ?? null,\n    name: item.name,\n    quantity: item.quantity,\n    unitAmountCents: item.unitAmountCents,\n    currency: item.currency,\n  }\n}\n\n/** The deal object as published. Every writable field appears here. */\nfunction dealView(doc: FirebaseFirestore.DocumentSnapshot) {\n  const data = (doc.data() ?? {}) as Partial<CrmDeal>\n  return {\n    id: doc.id,\n    object: 'deal',\n    title: data.title ?? null,\n    pipelineId: data.pipelineId ?? null,\n    stageId: data.stageId ?? null,\n    status: data.status ?? null,\n    amountCents: typeof data.amountCents === 'number' ? data.amountCents : null,\n    // `'usd'` when absent, as the model says — a deal with no currency is a\n    // dollar deal, not a deal with an unknown one.\n    currency: data.currency ?? 'usd',\n    lineItems: Array.isArray(data.lineItems) ? data.lineItems.map(lineItemView) : [],\n    expectedCloseAt: isoFromMs(data.expectedCloseAtMs),\n    closedAt: isoFromMs(data.closedAtMs),\n    stageChangedAt: isoFromMs(data.stageChangedAtMs),\n    ownerUid: data.ownerUid ?? null,\n    contactId: data.contactId ?? null,\n    // Every contact on the deal and the part each plays (AGL-3521); the\n    // Primary is `contactId`.\n    contactRoles: dealContactRolesOf(data).map((row) => ({\n      contactId: row.contactId,\n      role: row.role ?? null,\n      primary: row.primary,\n    })),\n    companyId: data.companyId ?? null,\n    lostReason: data.lostReason ?? null,\n    notes: data.notes ?? null,\n    // Salesforce's Opportunity fields (AGL-3516).\n    type: data.type ?? null,\n    leadSource: data.leadSource ?? null,\n    nextStep: data.nextStep ?? null,\n    probability: typeof data.probability === 'number' ? data.probability : null,\n    forecastCategory: data.forecastCategory ?? null,\n    campaignId: data.campaignId ?? null,\n    // The org's deal custom fields, keyed by field key (AGL-2661).\n    custom: crmCustomView(data as FirebaseFirestore.DocumentData),\n    // When the earliest open task against the deal is due — see\n    // `CrmDeal.nextTaskAtMs`. Read-only: the tasks resource maintains it.\n    nextTaskAt: isoFromMs(data.nextTaskAtMs),\n    mediaIds: normalizeCrmMediaIds(data.mediaIds),\n    siteId: data.hostId ?? null,\n    ...crmTimes(data as FirebaseFirestore.DocumentData),\n  }\n}\n\nconst DEAL_WRITABLE = new Set([\n  'title',\n  'stageId',\n  'status',\n  'amountCents',\n  'currency',\n  'lineItems',\n  'expectedCloseAt',\n  'ownerUid',\n  'contactId',\n  'companyId',\n  'lostReason',\n  'notes',\n  'custom',\n  'mediaIds',\n  'type',\n  'leadSource',\n  'nextStep',\n  'probability',\n  'forecastCategory',\n  'campaignId',\n  'contactRoles',\n])\n\n/** The keys one contact role takes. */\nconst CONTACT_ROLE_KEYS = new Set(['contactId', 'role', 'primary'])\n\ninterface DealInput {\n  title?: string\n  pipelineId?: string\n  stageId?: string\n  status?: CrmDealStatus\n  amountCents?: Clearable<number>\n  currency?: string\n  /**\n   * The lines as sent, validated only for shape here; the currency check\n   * and the sum wait for `placeLineItems`, which knows the deal's currency\n   * on a PATCH that did not send one. `[]` means \"clear them\".\n   */\n  lineItems?: unknown[]\n  expectedCloseAtMs?: Clearable<number>\n  ownerUid?: Clearable<string>\n  contactId?: Clearable<string>\n  companyId?: Clearable<string>\n  lostReason?: Clearable<string>\n  notes?: Clearable<string>\n  /** Org-library files attached to the deal (AGL-2662), by media id. */\n  mediaIds?: string[]\n  /** As sent; judged against the org's picklist by the writer, which pays the read. */\n  type?: Clearable<string>\n  leadSource?: Clearable<string>\n  nextStep?: Clearable<string>\n  probability?: Clearable<number>\n  forecastCategory?: (typeof CRM_FORECAST_CATEGORIES)[number]\n  campaignId?: Clearable<string>\n  /** The whole list as sent, shape-checked; roles judged by the writer, which pays the read. */\n  contactRoles?: CrmDealContactRole[]\n}\n\n/**\n * `contactRoles` as sent, shape-checked: a list of at most\n * {@link DEAL_CONTACT_ROLES_MAX} entries, each naming a contact once, and\n * at most one of them Primary. `null` is the empty list.\n */\nfunction readContactRolesBody(\n  raw: unknown,\n  errors: Record<string, string>,\n): CrmDealContactRole[] | undefined {\n  if (raw === undefined) return undefined\n  if (raw === null) return []\n  if (!Array.isArray(raw)) {\n    errors.contactRoles = 'Must be a list of { contactId, role, primary }'\n    return undefined\n  }\n  if (raw.length > DEAL_CONTACT_ROLES_MAX) {\n    errors.contactRoles = `At most ${DEAL_CONTACT_ROLES_MAX} contacts per deal`\n    return undefined\n  }\n  const seen = new Set<string>()\n  let primaries = 0\n  for (const [at, entry] of raw.entries()) {\n    const row = entry && typeof entry === 'object' && !Array.isArray(entry) ? (entry as Record<string, unknown>) : null\n    const contactId = typeof row?.['contactId'] === 'string' ? row['contactId'].trim() : ''\n    const unknownKey = row ? Object.keys(row).find((key) => !CONTACT_ROLE_KEYS.has(key)) : undefined\n    if (!row || unknownKey) {\n      errors.contactRoles = unknownKey\n        ? `Entry ${at}: unknown field ${unknownKey}`\n        : `Entry ${at}: must be { contactId, role, primary }`\n      return undefined\n    }\n    if (!contactId || contactId.length > 200 || contactId.includes('/')) {\n      errors.contactRoles = `Entry ${at}: contactId must be a contact id`\n      return undefined\n    }\n    if (seen.has(contactId)) {\n      errors.contactRoles = `Entry ${at}: ${contactId} is on the list twice`\n      return undefined\n    }\n    seen.add(contactId)\n    if (row['role'] !== undefined && row['role'] !== null && typeof row['role'] !== 'string') {\n      errors.contactRoles = `Entry ${at}: role must be a contact role, or null`\n      return undefined\n    }\n    if (row['primary'] !== undefined && typeof row['primary'] !== 'boolean') {\n      errors.contactRoles = `Entry ${at}: primary must be true or false`\n      return undefined\n    }\n    if (row['primary'] === true) primaries += 1\n  }\n  if (primaries > 1) {\n    errors.contactRoles = 'At most one contact may be Primary'\n    return undefined\n  }\n  return raw.map((entry) => {\n    const row = entry as Record<string, unknown>\n    const role = typeof row['role'] === 'string' ? row['role'].trim() : ''\n    return {\n      contactId: String(row['contactId']).trim(),\n      ...(role ? { role } : {}),\n      primary: row['primary'] === true,\n    }\n  })\n}\n\n/**\n * The writable half of a deal, validated. `pipelineId` is accepted on a\n * create only: a deal's stages are its pipeline's, and moving one between\n * pipelines is a new deal in the other pipeline, not an edit.\n */\nfunction readDealInput(\n  body: Record<string, unknown>,\n  { partial }: { partial: boolean },\n): { values: DealInput } | { errors: Record<string, string> } {\n  const errors: Record<string, string> = {}\n  const values: DealInput = {}\n  const allowed = new Set(DEAL_WRITABLE)\n  if (!partial) {\n    allowed.add('consentSiteId')\n    allowed.add('pipelineId')\n  }\n  refuseUnknownKeys(body, allowed, 'deal', errors)\n  if (partial && body.pipelineId !== undefined) {\n    errors.pipelineId = 'Not writable — create the deal in the other pipeline'\n  }\n\n  if (body.mediaIds !== undefined) {\n    if (!Array.isArray(body.mediaIds)) {\n      errors.mediaIds = 'Must be an array of media ids'\n    } else if (body.mediaIds.length > CRM_MEDIA_IDS_MAX) {\n      errors.mediaIds = `At most ${CRM_MEDIA_IDS_MAX} files may be attached`\n    } else {\n      // The SAME normalizer the console card writes through, so the API\n      // cannot store a list the console would refuse. An empty array is\n      // legal and clears the attachments.\n      values.mediaIds = normalizeCrmMediaIds(body.mediaIds)\n    }\n  }\n\n  if (body.title !== undefined || !partial) {\n    const title = String(body.title ?? '')\n      .trim()\n      .slice(0, CRM_TITLE_MAX)\n    if (title) values.title = title\n    else errors.title = partial ? 'Must not be empty' : 'A title is required'\n  }\n\n  if (!partial && body.pipelineId !== undefined) {\n    const pipelineId = readRefId(body, 'pipelineId', errors)\n    if (pipelineId) values.pipelineId = pipelineId\n    else if (pipelineId === null) errors.pipelineId = 'Must be an id'\n  }\n\n  const stageId = readRefId(body, 'stageId', errors)\n  if (stageId) values.stageId = stageId\n  else if (stageId === null) errors.stageId = 'Must be a stage id'\n\n  const status = readChoice(body, 'status', DEAL_STATUSES, errors)\n  if (status) values.status = status\n\n  if (body.amountCents !== undefined) {\n    if (body.amountCents === null) {\n      values.amountCents = null\n    } else if (\n      typeof body.amountCents !== 'number' ||\n      !Number.isInteger(body.amountCents) ||\n      body.amountCents < 0\n    ) {\n      errors.amountCents = 'Must be a whole number of cents, 0 or more'\n    } else {\n      values.amountCents = body.amountCents\n    }\n  }\n\n  if (body.currency !== undefined) {\n    const currency = String(body.currency ?? '')\n      .trim()\n      .toLowerCase()\n    if (/^[a-z]{3}$/.test(currency)) values.currency = currency\n    else errors.currency = 'Must be a three-letter ISO 4217 code, like usd'\n  }\n\n  if (body.lineItems !== undefined) {\n    if (body.lineItems === null || (Array.isArray(body.lineItems) && body.lineItems.length === 0)) {\n      values.lineItems = []\n    } else if (!Array.isArray(body.lineItems)) {\n      errors.lineItems = 'Must be a list of line items'\n    } else {\n      values.lineItems = body.lineItems\n      if (body.amountCents !== undefined) {\n        errors.amountCents = 'Derived from lineItems — omit it, or send lineItems: [] to type an amount'\n      }\n    }\n  }\n\n  if (body.expectedCloseAt !== undefined) {\n    if (body.expectedCloseAt === null) {\n      values.expectedCloseAtMs = null\n    } else {\n      const ms = parseIsoInstant(body.expectedCloseAt)\n      if (ms === null) {\n        errors.expectedCloseAt =\n          'Must be an ISO 8601 instant, like 2026-12-31T00:00:00Z'\n      } else {\n        values.expectedCloseAtMs = ms\n      }\n    }\n  }\n\n  const ownerUid = readOptionalText(body, 'ownerUid', CRM_TITLE_MAX, errors)\n  if (ownerUid !== undefined) values.ownerUid = ownerUid\n  const contactId = readRefId(body, 'contactId', errors)\n  if (contactId !== undefined) values.contactId = contactId\n  const companyId = readRefId(body, 'companyId', errors)\n  if (companyId !== undefined) values.companyId = companyId\n  const lostReason = readOptionalText(body, 'lostReason', CRM_TEXT_MAX, errors)\n  if (lostReason !== undefined) values.lostReason = lostReason\n  const notes = readOptionalText(body, 'notes', CRM_TEXT_MAX, errors)\n  if (notes !== undefined) values.notes = notes\n\n  for (const key of ['type', 'leadSource'] as const) {\n    const label = readOptionalText(body, key, CRM_TITLE_MAX, errors)\n    if (label !== undefined) values[key] = label\n  }\n  const nextStep = readOptionalText(body, 'nextStep', DEAL_NEXT_STEP_MAX, errors)\n  if (nextStep !== undefined) values.nextStep = nextStep\n  if (body.probability !== undefined) {\n    if (body.probability === null) {\n      values.probability = null\n    } else if (\n      typeof body.probability !== 'number' ||\n      !Number.isInteger(body.probability) ||\n      body.probability < 0 ||\n      body.probability > 100\n    ) {\n      errors.probability = 'Must be a whole number from 0 to 100, or null for the stage’s'\n    } else {\n      values.probability = body.probability\n    }\n  }\n  const forecastCategory = readChoice(body, 'forecastCategory', CRM_FORECAST_CATEGORIES, errors)\n  if (forecastCategory) values.forecastCategory = forecastCategory\n  const campaignId = readRefId(body, 'campaignId', errors)\n  if (campaignId !== undefined) values.campaignId = campaignId\n  const contactRoles = readContactRolesBody(body.contactRoles, errors)\n  if (contactRoles !== undefined) {\n    values.contactRoles = contactRoles\n    // The Primary IS `contactId`, so a body naming both says one thing twice.\n    if (values.contactId !== undefined && values.contactId !== dealPrimaryContactId(contactRoles)) {\n      errors.contactId = 'Must name the Primary in contactRoles, or be left out'\n    }\n  }\n\n  // `custom` is shape-checked here and judged against the org's\n  // definitions by the writers, which is where the read is paid.\n  if (body.custom !== undefined) {\n    if (!body.custom || typeof body.custom !== 'object' || Array.isArray(body.custom)) {\n      errors.custom = 'Must be an object of field values keyed by field key'\n    }\n  }\n\n  return Object.keys(errors).length ? { errors } : { values }\n}\n\n/**\n * The stage a write lands the deal in, from `stageId` and/or `status` — see\n * the module header for the rule. `null` when neither was sent, which on a\n * PATCH means \"leave the stage alone\" and on a create means the first open\n * stage.\n */\nfunction resolveStage(\n  pipeline: ResolvedPipeline['pipeline'],\n  values: Pick<DealInput, 'stageId' | 'status'>,\n): { stage: CrmDealStage | null } | { errors: Record<string, string> } {\n  const stages = orderedStages(pipeline)\n  if (values.stageId) {\n    const stage = dealStageById(pipeline, values.stageId)\n    if (!stage) return { errors: { stageId: 'No such stage in this pipeline' } }\n    if (values.status && values.status !== stage.kind) {\n      return { errors: { status: `Must match the stage, which is ${stage.kind}` } }\n    }\n    return { stage }\n  }\n  if (values.status) {\n    const stage =\n      values.status === 'open'\n        ? stages.find((candidate) => candidate.kind === 'open')\n        : stages.find((candidate) => candidate.kind === values.status)\n    if (!stage) {\n      return { errors: { status: `This pipeline has no ${values.status} stage` } }\n    }\n    return { stage }\n  }\n  return { stage: null }\n}\n\n/**\n * The stored lines and the amount they derive, for a write that sent\n * `lineItems`, validated against the currency the deal WILL have — the\n * body's, else the stored one, else `usd`. Returns nothing to write when\n * the body carried no lines.\n */\nfunction placeLineItems(\n  values: Pick<DealInput, 'lineItems' | 'currency'>,\n  stored: Partial<CrmDeal> | null,\n): { fields: Record<string, unknown> } | { errors: Record<string, string> } {\n  if (values.lineItems === undefined) return { fields: {} }\n  const currency = values.currency ?? stored?.currency ?? 'usd'\n  const read = readDealLineItems(values.lineItems, currency)\n  if ('error' in read) return { errors: { lineItems: read.error } }\n  return {\n    fields: {\n      lineItems: read.items,\n      ...(read.items.length ? { amountCents: lineItemsTotalCents(read.items) } : {}),\n    },\n  }\n}\n\n/**\n * The customer floor a win applies to the deal's contact (AGL-2641), after\n * the deal itself is written. A contact write that fails is logged and\n * swallowed: the deal is already won, and a `500` would tell the integrator\n * the move they can see in the console did not happen.\n */\nasync function floorWonDealContact(\n  ctx: ApiV1Context,\n  deal: { contactId?: string | null; hostId?: string | null },\n): Promise<void> {\n  const contactId = String(deal.contactId ?? '').trim()\n  if (!contactId) return\n  try {\n    await floorContactLifecycleStage({\n      contactRef: ctx.firestore\n        .collection('orgs')\n        .doc(ctx.orgId)\n        .collection('contacts')\n        .doc(contactId),\n      org: ctx.org as Record<string, unknown>,\n      hostId: deal.hostId ?? null,\n      floor: 'customer',\n    })\n  } catch (error) {\n    console.error('[api-v1] deals: the customer floor failed', contactId, error)\n  }\n}\n\n/**\n * The fields a stage move writes, beside the stage itself — and the new\n * stage's forecast category with the probability override cleared\n * (`dealStageMoveFields`, AGL-3516).\n */\nfunction stageMove(stage: CrmDealStage, nowMs: number) {\n  return {\n    stageId: stage.id,\n    status: stage.kind,\n    stageChangedAtMs: nowMs,\n    closedAtMs: stage.kind === 'open' ? null : nowMs,\n    ...dealStageMoveFields(stage),\n  }\n}\n\n/**\n * The membership and reference checks a deal write makes, merged. A\n * campaign is checked against the org's live campaigns, except the one the\n * deal already names, which it keeps even once the campaign is retired.\n */\nasync function dealRefErrors(\n  ctx: ApiV1Context,\n  values: DealInput,\n  stored?: Partial<CrmDeal> | null,\n): Promise<Record<string, string>> {\n  const campaignId = values.campaignId ?? undefined\n  const [owner, refs, campaign, roles] = await Promise.all([\n    memberError(ctx, 'ownerUid', values.ownerUid),\n    crmRefErrors(ctx, {\n      contactId: values.contactId ?? undefined,\n      companyId: values.companyId ?? undefined,\n    }),\n    campaignId && campaignId !== stored?.campaignId\n      ? readOrgContainers(ctx.firestore, 'campaign', ctx.orgId, [campaignId]).then(\n          ([record]): Record<string, string> =>\n            record?.live ? {} : { campaignId: 'No such campaign in this organization' },\n        )\n      : Promise.resolve({}),\n    contactRoleRefErrors(ctx, values.contactRoles, stored),\n  ])\n  return { ...owner, ...refs, ...campaign, ...roles }\n}\n\n/**\n * Every contact a sent `contactRoles` adds to the deal must exist; one the\n * deal already names is kept as it is, as a campaign is.\n */\nasync function contactRoleRefErrors(\n  ctx: ApiV1Context,\n  roles: readonly CrmDealContactRole[] | undefined,\n  stored?: Partial<CrmDeal> | null,\n): Promise<Record<string, string>> {\n  const held = new Set(stored ? dealContactRolesOf(stored).map((row) => row.contactId) : [])\n  const added = (roles ?? []).map((row) => row.contactId).filter((id) => !held.has(id))\n  if (!added.length) return {}\n  const contacts = ctx.firestore.collection('orgs').doc(ctx.orgId).collection('contacts')\n  const snapshots = await ctx.firestore.getAll(...added.map((id) => contacts.doc(id)))\n  const missing = snapshots.find((snapshot) => !snapshot.exists)\n  return missing ? { contactRoles: `No such contact in this organization: ${missing.id}` } : {}\n}\n\n/**\n * What a write stores for the deal's contacts (AGL-3521): `contactRoles`\n * judged and `contactId` beside its Primary when the body sent the list;\n * when it sent `contactId` alone, the stored roles with that contact as the\n * Primary. Nothing, when it sent neither.\n */\nasync function dealContactRoleWrites(\n  ctx: ApiV1Context,\n  values: Pick<DealInput, 'contactRoles' | 'contactId'>,\n  stored: Partial<CrmDeal> | null,\n): Promise<\n  { values: { contactRoles?: CrmDealContactRole[]; contactId?: string | null } } | { errors: Record<string, string> }\n> {\n  const current = stored ? dealContactRolesOf(stored) : []\n  if (values.contactRoles !== undefined) {\n    const judged = judgeDealContactRoles(\n      await readCrmPicklist(ctx.firestore, ctx.orgId, 'opportunityContactRole'),\n      values.contactRoles,\n      current,\n    )\n    if (judged.ok === false) return { errors: { contactRoles: judged.error } }\n    return { values: dealContactRoleFields(judged.roles) }\n  }\n  if (values.contactId !== undefined) {\n    return { values: dealContactRoleFields(dealContactRolesWithPrimary(current, values.contactId)) }\n  }\n  return { values: {} }\n}\n\n/**\n * `type` and `leadSource` as the deal will store them, judged against the\n * org's lists (AGL-3510's `resolveCrmPicklistWrite`): the values to write,\n * or the refusals by field. Only a list the write touches is read — and the\n * type list on every create, for its default.\n */\nasync function dealPicklistWrites(\n  ctx: ApiV1Context,\n  values: Pick<DealInput, 'type' | 'leadSource'>,\n  stored: Partial<CrmDeal> | null,\n): Promise<{ values: Partial<Record<'type' | 'leadSource', string | null>> } | { errors: Record<string, string> }> {\n  const created = stored === null\n  const fields: Array<{ key: 'type' | 'leadSource'; id: CrmPicklistId; defaulted: boolean }> = [\n    { key: 'type', id: 'opportunityType', defaulted: created },\n    { key: 'leadSource', id: 'leadSource', defaulted: false },\n  ]\n  const written: Partial<Record<'type' | 'leadSource', string | null>> = {}\n  const errors: Record<string, string> = {}\n  for (const { key, id, defaulted } of fields) {\n    if (values[key] === undefined && !defaulted) continue\n    const judged = resolveCrmPicklistWrite(\n      id,\n      await readCrmPicklist(ctx.firestore, ctx.orgId, id),\n      values[key],\n      { current: stored?.[key], created: defaulted },\n    )\n    if (judged.ok === false) errors[key] = judged.error\n    else if (judged.write !== undefined) written[key] = judged.write\n  }\n  return Object.keys(errors).length ? { errors } : { values: written }\n}\n\n/**\n * `POST /v1/deals`. The pipeline is resolved AFTER the claim because\n * resolving it can create one (`resolvePipeline`), and a refusal past that\n * point releases the key so the retry that names a real stage still can.\n */\nasync function createDeal(request: Request, ctx: ApiV1Context): Promise<Response> {\n  const body = await readJsonBody(request)\n  const parsed = readDealInput(body, { partial: false })\n  if ('errors' in parsed) return crmValidationFailed(ctx, 'deal', parsed.errors)\n  const site = readCrmSite(ctx, 'deal', body)\n  if ('response' in site) return site.response\n  const refErrors = await dealRefErrors(ctx, parsed.values)\n  if (Object.keys(refErrors).length) return crmValidationFailed(ctx, 'deal', refErrors)\n  // Judged against the org's deal definitions, above the claim (AGL-2661).\n  const custom = await readCrmCustomBody(ctx, body, 'deal')\n  if (custom && 'errors' in custom) return crmValidationFailed(ctx, 'deal', custom.errors)\n  const customValues = custom && 'values' in custom ? custom.values : {}\n  // And against the org's picklists (AGL-3516), above the claim too.\n  const picklists = await dealPicklistWrites(ctx, parsed.values, null)\n  if ('errors' in picklists) return crmValidationFailed(ctx, 'deal', picklists.errors)\n  const roles = await dealContactRoleWrites(ctx, parsed.values, null)\n  if ('errors' in roles) return crmValidationFailed(ctx, 'deal', roles.errors)\n\n  const collection = crmCollection(ctx, CRM_COLLECTIONS.deals)\n  const claimed = await claimWrite(\n    ctx,\n    '*',\n    request.headers.get('Idempotency-Key'),\n    'deals',\n  )\n  if ('replay' in claimed) return claimed.replay\n  const { claim } = claimed\n\n  try {\n    const { title, pipelineId, stageId, status, lineItems, probability, forecastCategory, ...rest } =\n      parsed.values\n    const placedLines = placeLineItems({ lineItems, currency: rest.currency }, null)\n    if ('errors' in placedLines) {\n      await claim.release()\n      return crmValidationFailed(ctx, 'deal', placedLines.errors)\n    }\n    const resolved = await resolvePipeline(ctx, site.siteId, pipelineId)\n    if ('error' in resolved) {\n      await claim.release()\n      return crmValidationFailed(ctx, 'deal', { pipelineId: resolved.error })\n    }\n    const placed = resolveStage(resolved.pipeline, { stageId, status })\n    if ('errors' in placed) {\n      await claim.release()\n      return crmValidationFailed(ctx, 'deal', placed.errors)\n    }\n    const stage = placed.stage ?? orderedStages(resolved.pipeline)[0]\n    if (!stage) {\n      await claim.release()\n      return crmValidationFailed(ctx, 'deal', {\n        pipelineId: 'This pipeline has no stages',\n      })\n    }\n    // The records band (AGL-2611), asked last so a refusal past the pipeline\n    // resolution releases the key exactly as a bad stage does.\n    const bandFull = await crmRecordsBandRefusal(ctx)\n    if (bandFull) {\n      await claim.release()\n      return bandFull\n    }\n    const id = createResourceUid()\n    // One clock: the stage move is stamped with the instant the record's own\n    // `createdAt` carries, so a deal created won closed the moment it began.\n    const stamp = crmCreateStamp(ctx, site.siteId)\n    const record: Record<string, unknown> = {\n      title,\n      titleLower: (title ?? '').toLowerCase(),\n      pipelineId: resolved.id,\n      ...createPayload({\n        ...rest,\n        ...picklists.values,\n        // The roles as judged, and `contactId` as their Primary (AGL-3521).\n        ...roles.values,\n        ...placedLines.fields,\n        ...stageMove(stage, stamp.createdAt.toMillis()),\n        // What the body set beside the stage wins over what the stage stamps.\n        ...(probability !== undefined ? { probability } : {}),\n        ...(forecastCategory ? { forecastCategory } : {}),\n      }),\n      ...(Object.keys(customValues).length\n        ? { custom: createPayload(customValues) }\n        : {}),\n      ...stamp,\n    }\n    // What the console's Deals list searches and filters by (AGL-3321).\n    await collection.doc(id).create({ ...record, ...crmNewRecordListFields('deals', record) })\n    // A deal created won is a won deal: its contact is a customer from birth.\n    if (stage.kind === 'won') {\n      await floorWonDealContact(ctx, {\n        contactId: roles.values.contactId ?? rest.contactId,\n        hostId: site.siteId,\n      })\n    }\n    const view = dealView(await collection.doc(id).get())\n    await claim.record(200, view)\n    return apiJson(view, { status: 201, headers: ctx.headers })\n  } catch (error) {\n    await claim.release()\n    throw error\n  }\n}\n\n/** `PATCH /v1/deals/{id}`. */\nasync function updateDeal(\n  request: Request,\n  ctx: ApiV1Context,\n  ref: FirebaseFirestore.DocumentReference,\n): Promise<Response> {\n  const body = await readJsonBody(request)\n  const parsed = readDealInput(body, { partial: true })\n  if ('errors' in parsed) return crmValidationFailed(ctx, 'deal', parsed.errors)\n  const snap = await ref.get()\n  if (!snap.exists) {\n    return ApiErrors.notFound({ message: 'No such deal', headers: ctx.headers })\n  }\n  const stored = snap.data() as Partial<CrmDeal>\n  const refErrors = await dealRefErrors(ctx, parsed.values, stored)\n  if (Object.keys(refErrors).length) return crmValidationFailed(ctx, 'deal', refErrors)\n  const custom = await readCrmCustomBody(ctx, body, 'deal')\n  if (custom && 'errors' in custom) return crmValidationFailed(ctx, 'deal', custom.errors)\n  const picklists = await dealPicklistWrites(ctx, parsed.values, stored)\n  if ('errors' in picklists) return crmValidationFailed(ctx, 'deal', picklists.errors)\n  const roles = await dealContactRoleWrites(ctx, parsed.values, stored)\n  if ('errors' in roles) return crmValidationFailed(ctx, 'deal', roles.errors)\n\n  const { title, stageId, status, lineItems, probability, forecastCategory, ...rest } = parsed.values\n  const storedLines = Array.isArray(stored.lineItems) && stored.lineItems.length > 0\n  const keepsLines = storedLines && lineItems === undefined\n  if (keepsLines && rest.amountCents !== undefined) {\n    return crmValidationFailed(ctx, 'deal', {\n      amountCents: \"This deal's amount is the sum of its line items — edit lineItems instead\",\n    })\n  }\n  if (keepsLines && rest.currency !== undefined && rest.currency !== (stored.currency ?? 'usd')) {\n    return crmValidationFailed(ctx, 'deal', {\n      currency: \"Every line item is in the deal's currency — send lineItems in the new currency with it\",\n    })\n  }\n  const placedLines = placeLineItems({ lineItems, currency: rest.currency }, stored)\n  if ('errors' in placedLines) return crmValidationFailed(ctx, 'deal', placedLines.errors)\n  const update: Record<string, unknown> = {\n    ...(title !== undefined ? { title, titleLower: title.toLowerCase() } : {}),\n    ...updatePayload({ ...rest, ...picklists.values, ...roles.values, ...placedLines.fields }),\n    ...(custom && 'values' in custom ? crmCustomUpdate(custom.values) : {}),\n    // The name the console copied beside a Primary that is no longer it.\n    ...(roles.values.contactId !== undefined && roles.values.contactId !== (stored.contactId ?? null)\n      ? { contactName: FieldValue.delete() }\n      : {}),\n  }\n  // The write's one instant: `updatedAt`, and the stage move if there is one,\n  // so a deal closed at T reads updated at T.\n  const now = Timestamp.now()\n  let won = false\n  if (stageId !== undefined || status !== undefined) {\n    const current = snap.data() as CrmDeal\n    const resolved = await resolvePipeline(ctx, current.hostId, current.pipelineId, {\n      allowArchived: true,\n    })\n    if ('error' in resolved) {\n      return crmValidationFailed(ctx, 'deal', {\n        stageId: \"This deal's pipeline no longer exists\",\n      })\n    }\n    const placed = resolveStage(resolved.pipeline, { stageId, status })\n    if ('errors' in placed) return crmValidationFailed(ctx, 'deal', placed.errors)\n    if (placed.stage && placed.stage.id !== current.stageId) {\n      Object.assign(update, stageMove(placed.stage, now.toMillis()))\n      // The transition INTO won, not a won deal edited: a deal already\n      // closed won floored its contact when it closed.\n      won = placed.stage.kind === 'won' && current.status !== 'won'\n    }\n  }\n  // What the body set beside a stage move wins over what the stage stamps\n  // (AGL-3516); without a move, they are plain edits. `null` clears the\n  // override back to the stage's.\n  if (probability !== undefined) update['probability'] = probability\n  if (forecastCategory) update['forecastCategory'] = forecastCategory\n  if (Object.keys(update).length > 0) {\n    await ref.update({ ...update, updatedAt: now })\n    // What the console's Deals list searches and filters by (AGL-3321, AGL-3516).\n    if (crmListFieldsTouched('deals', update)) await restampCrmListFieldsAt(ref, 'deals')\n  }\n  if (won) {\n    await floorWonDealContact(ctx, {\n      contactId: roles.values.contactId !== undefined ? roles.values.contactId : stored.contactId,\n      hostId: stored.hostId,\n    })\n  }\n  return apiJson(dealView(await ref.get()), { headers: ctx.headers })\n}\n\n/** `DELETE /v1/deals/{id}` — the deal alone; its tasks and activities stay. */\nasync function deleteDeal(\n  request: Request,\n  ctx: ApiV1Context,\n  ref: FirebaseFirestore.DocumentReference,\n): Promise<Response> {\n  const claimed = await claimWrite(\n    ctx,\n    '*',\n    request.headers.get('Idempotency-Key'),\n    'deal-deletes',\n  )\n  if ('replay' in claimed) return claimed.replay\n  const { claim } = claimed\n  try {\n    const snap = await ref.get()\n    if (!snap.exists) {\n      await claim.release()\n      return ApiErrors.notFound({ message: 'No such deal', headers: ctx.headers })\n    }\n    await ref.delete()\n    const view = { id: ref.id, object: 'deal', deleted: true }\n    await claim.record(200, view)\n    return apiJson(view, { headers: ctx.headers })\n  } catch (error) {\n    await claim.release()\n    throw error\n  }\n}\n\n/**\n * `GET /v1/deals` filters, most selective first — the order `listCrm`\n * indexes them in. `status` is validated against the three values a deal\n * can hold, because `?status=closed` matching nothing is the plausible empty\n * page the conventions refuse to serve.\n */\nasync function listDeals(\n  ctx: ApiV1Context,\n  collection: FirebaseFirestore.CollectionReference,\n  url: URL,\n): Promise<Response> {\n  const rawStatus = url.searchParams.get('status')\n  if (rawStatus !== null && rawStatus.trim() !== '' && !(DEAL_STATUSES as readonly string[]).includes(rawStatus.trim())) {\n    return crmValidationFailed(ctx, 'deal filter', {\n      status: `Must be one of: ${DEAL_STATUSES.join(', ')}`,\n    })\n  }\n  const filters = readEqualityFilters(url, [\n    'contactId',\n    'companyId',\n    'pipelineId',\n    'ownerUid',\n    'status',\n    'type',\n    'leadSource',\n    'forecastCategory',\n    'campaignId',\n  ])\n  return listCrm(ctx, collection, url, filters, dealView)\n}\n\nexport async function handleDeals(\n  request: Request,\n  ctx: ApiV1Context,\n  segments: string[],\n  url: URL,\n): Promise<Response> {\n  const collection = crmCollection(ctx, CRM_COLLECTIONS.deals)\n  const [, dealId] = segments\n\n  if (!dealId) {\n    if (request.method === 'GET') {\n      const denied = requireScope(ctx, 'crm:read')\n      if (denied) return denied\n      return listDeals(ctx, collection, url)\n    }\n    if (request.method === 'POST') {\n      const denied = requireScope(ctx, 'crm:write')\n      if (denied) return denied\n      return createDeal(request, ctx)\n    }\n    return ApiErrors.methodNotAllowed({\n      headers: { ...ctx.headers, Allow: 'GET, POST' },\n    })\n  }\n\n  const ref = collection.doc(dealId)\n  if (request.method === 'GET') {\n    const denied = requireScope(ctx, 'crm:read')\n    if (denied) return denied\n    const snap = await ref.get()\n    if (!snap.exists) {\n      return ApiErrors.notFound({ message: 'No such deal', headers: ctx.headers })\n    }\n    return apiJson(dealView(snap), { headers: ctx.headers })\n  }\n  if (request.method === 'PATCH') {\n    const denied = requireScope(ctx, 'crm:write')\n    if (denied) return denied\n    return updateDeal(request, ctx, ref)\n  }\n  if (request.method === 'DELETE') {\n    const denied = requireScope(ctx, 'crm:write')\n    if (denied) return denied\n    return deleteDeal(request, ctx, ref)\n  }\n  return ApiErrors.methodNotAllowed({\n    headers: { ...ctx.headers, Allow: 'GET, PATCH, DELETE' },\n  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