@aglyn/plugins-crm 1.0.0-beta.221 → 1.0.0-beta.223

package/src/lib/server/convert-host-lead.d.ts

@@ -73,8 +73,27 @@
  * nobody chose an owner for — and no rule assigned — stays unowned, which
  * the console renders honestly as unassigned. Either way the caller has
  * already been authorized by its door; nothing here asks again.
+ *
+ * ## The deal carries the lead's lead source (AGL-3516)
+ *
+ * As Salesforce's conversion does, the deal opened here takes the lead's
+ * `leadSource` — a label of the same picklist, already judged when the lead
+ * was written — and its Type as the door judged it, or the org's default
+ * Type when the converter named none. Its forecast category is its stage's.
+ *
+ * ## Every standard field lands where Salesforce's conversion puts it (AGL-3513)
+ *
+ * The contact's facet takes the salutation, the name's parts, the mobile,
+ * the fax and Do not call. The company takes the account fields — industry,
+ * rating, revenue and its currency, head count, website, phone, fax, the
+ * address as its billing address, and the lead source as its Account
+ * Source — whole when the conversion creates it, and only into its BLANK
+ * fields when it links one the org already holds: a lead is one person's
+ * account of the business, and the account record may know better. The
+ * deal's Primary Campaign Source is the lead's most recent campaign — see
+ * {@link leadLatestCampaignId}.
  */
-import { type CrmDealStage, type CrmPipeline } from '@aglyn/aglyn/server';
+import { type CrmDealStage, type CrmPipeline, type CrmPicklist, type CrmPicklistId } from '@aglyn/aglyn/server';
 /** Who is converting, as far as the writes need to know. */
 export interface LeadConvertActor {
     /**
@@ -128,6 +147,11 @@ export interface ConvertHostLeadInput {
         currency: string;
         /** A stage of the default pipeline; its first open stage when absent. */
         stageId?: string;
+        /**
+         * The deal's Type, as the door judged it against the org's
+         * `opportunityType` list (AGL-3516); absent takes the list's default.
+         */
+        type?: string;
     } | null;
 }
 /**
@@ -182,6 +206,27 @@ export type ConvertHostLeadResult = {
  * in the lead.
  */
 export declare function stageForNewDeal(pipeline: Pick<CrmPipeline, 'stages'>, requestedStageId: string | undefined): CrmDealStage | null;
+/**
+ * The lead's MOST RECENT campaign, which becomes the deal's Primary
+ * Campaign Source as Salesforce's conversion makes it. A lead keeps its
+ * campaigns as one `campaignIds` array that every writer extends with
+ * `arrayUnion`, which appends — so the last id is the campaign the lead was
+ * filed under last. `undefined` for a lead filed under none.
+ */
+export declare function leadLatestCampaignId(lead: Readonly<Record<string, unknown>>): string | undefined;
+/**
+ * The account fields a lead hands its company (AGL-3513), normalized and
+ * judged as every company door judges them: the lead's industry and rating
+ * against the org's lists, its lead source as the Account Source, and its
+ * revenue, currency, head count, fax, website, phone and address (as the
+ * billing address). With `current` — a company the org already holds —
+ * only the fields it leaves blank are answered, and the picklists it does
+ * not name keep no default; without it, the company is being created and
+ * each picklist the lead leaves empty starts from its list's default. A
+ * value a list no longer holds is left behind rather than refusing the
+ * conversion.
+ */
+export declare function leadCompanyFields(lead: Readonly<Record<string, unknown>>, lists: Readonly<Partial<Record<CrmPicklistId, CrmPicklist>>>, current: Readonly<Record<string, unknown>> | null): Record<string, unknown>;
 /**
  * Convert one lead. Throws only on infrastructure failure; every refusal
  * the data can produce is a `ConvertHostLeadResult`.

package/src/lib/server/convert-host-lead.js

@@ -73,12 +73,33 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * nobody chose an owner for — and no rule assigned — stays unowned, which
  * the console renders honestly as unassigned. Either way the caller has
  * already been authorized by its door; nothing here asks again.
- */ import { consentGroupDisclosureKey, consentGroupScope, CRM_COLLECTIONS, crmScopeTokens, DEFAULT_DEAL_STAGES, grantedUnderConsentGroup, nameSearchFields, contactFacetPath, normalizeContactEmail, ORG_SCOPE_TOKEN, readContactFacet, crmNewRecordListFields, readMarketingBasis, soloConsentGroup } from "@aglyn/aglyn/server";
+ *
+ * ## The deal carries the lead's lead source (AGL-3516)
+ *
+ * As Salesforce's conversion does, the deal opened here takes the lead's
+ * `leadSource` — a label of the same picklist, already judged when the lead
+ * was written — and its Type as the door judged it, or the org's default
+ * Type when the converter named none. Its forecast category is its stage's.
+ *
+ * ## Every standard field lands where Salesforce's conversion puts it (AGL-3513)
+ *
+ * The contact's facet takes the salutation, the name's parts, the mobile,
+ * the fax and Do not call. The company takes the account fields — industry,
+ * rating, revenue and its currency, head count, website, phone, fax, the
+ * address as its billing address, and the lead source as its Account
+ * Source — whole when the conversion creates it, and only into its BLANK
+ * fields when it links one the org already holds: a lead is one person's
+ * account of the business, and the account record may know better. The
+ * deal's Primary Campaign Source is the lead's most recent campaign — see
+ * {@link leadLatestCampaignId}.
+ */ import { consentGroupDisclosureKey, consentGroupScope, CRM_COLLECTIONS, CRM_LEAD_STATUS_PICKLIST, crmLeadStatusLabelFor, CRM_COMPANY_PICKLIST_FIELDS, crmPicklistDefaultLabel, judgeCrmCompanyPicklists, readCrmCompanyAccountFields, crmScopeTokens, dealStageForecastCategory, DEFAULT_DEAL_STAGES, grantedUnderConsentGroup, nameSearchFields, contactFacetPath, normalizeContactEmail, ORG_SCOPE_TOKEN, readContactFacet, crmNewRecordListFields, readMarketingBasis, soloConsentGroup } from "@aglyn/aglyn/server";
 import { consentGroupForSite, crmRecordsQuotaForOrg, findContactByEmail, logHostActivity, orgDataCollectionForHost, restampCrmListFieldsAt, writeContactCompanyLink } from "@aglyn/tenant-data-admin";
 import { FieldPath, FieldValue } from "firebase-admin/firestore";
-import { assignOwnerForCapture, notifyRecordAssigned } from "@aglyn/tenant-runtime/assign-contact-owner";
-import { captureHostContact } from "@aglyn/tenant-runtime/capture-host-contact";
+import { assignOwnerForCapture, notifyRecordAssigned } from "./assign-contact-owner.js";
+import { captureHostContact } from "./capture-host-contact.js";
+import { readCrmPicklist } from "./read-picklist.js";
 import { handOffLeadRecords } from "@aglyn/tenant-runtime/hand-off-lead";
+import { readContainerIds } from "@aglyn/aglyn/app-utils/container-membership";
 /**
  * The stage a new deal opens in.
  *
@@ -98,6 +119,96 @@ import { handOffLeadRecords } from "@aglyn/tenant-runtime/hand-off-lead";
     const requested = requestedStageId ? stages.find((stage)=>stage.id === requestedStageId) : undefined;
     return (_ref = requested != null ? requested : stages.find((stage)=>stage.kind === 'open')) != null ? _ref : stages[0];
 }
+/**
+ * The lead's MOST RECENT campaign, which becomes the deal's Primary
+ * Campaign Source as Salesforce's conversion makes it. A lead keeps its
+ * campaigns as one `campaignIds` array that every writer extends with
+ * `arrayUnion`, which appends — so the last id is the campaign the lead was
+ * filed under last. `undefined` for a lead filed under none.
+ */ export function leadLatestCampaignId(lead) {
+    const ids = readContainerIds(lead, 'campaign');
+    return ids.length ? ids[ids.length - 1] : undefined;
+}
+/** Whether a stored field holds nothing a fill would overwrite. */ const blankField = (value)=>value === undefined || value === null || typeof value === 'string' && !value.trim() || typeof value === 'object' && !Array.isArray(value) && !Object.keys(value).length;
+/**
+ * The account fields a lead hands its company (AGL-3513), normalized and
+ * judged as every company door judges them: the lead's industry and rating
+ * against the org's lists, its lead source as the Account Source, and its
+ * revenue, currency, head count, fax, website, phone and address (as the
+ * billing address). With `current` — a company the org already holds —
+ * only the fields it leaves blank are answered, and the picklists it does
+ * not name keep no default; without it, the company is being created and
+ * each picklist the lead leaves empty starts from its list's default. A
+ * value a list no longer holds is left behind rather than refusing the
+ * conversion.
+ */ export function leadCompanyFields(lead, lists, current) {
+    const fill = (field)=>!current || blankField(current[field]);
+    const offered = (value)=>blankField(value) ? undefined : value;
+    const fields = {};
+    const requested = {};
+    const picklistSource = {
+        industry: lead['industry'],
+        rating: lead['rating'],
+        accountSource: lead['leadSource']
+    };
+    for (const { field } of CRM_COMPANY_PICKLIST_FIELDS){
+        const value = offered(picklistSource[field]);
+        if (value !== undefined && fill(field)) requested[field] = value;
+    }
+    const picklists = judgeCrmCompanyPicklists(lists, requested, {
+        current: current != null ? current : {},
+        created: !current
+    });
+    for (const [field, value] of Object.entries(picklists.values)){
+        if (value && !picklists.errors[field]) fields[field] = value;
+    }
+    const account = {};
+    for (const field of [
+        'annualRevenueCents',
+        'numberOfEmployees',
+        'fax'
+    ]){
+        const value = offered(lead[field]);
+        if (value !== undefined && fill(field)) account[field] = value;
+    }
+    // The revenue's currency travels with the revenue it describes.
+    if (account['annualRevenueCents'] !== undefined && offered(lead['currency']) !== undefined) {
+        account['currency'] = lead['currency'];
+    }
+    const read = readCrmCompanyAccountFields(account);
+    for (const [field, value] of Object.entries(read.values)){
+        if (value !== null && value !== undefined && !read.errors[field]) fields[field] = value;
+    }
+    // Already in the company's shapes: the lead normalized them as a company does.
+    for (const [field, from] of [
+        [
+            'website',
+            'website'
+        ],
+        [
+            'phone',
+            'phone'
+        ],
+        [
+            'address',
+            'address'
+        ]
+    ]){
+        const value = offered(lead[from]);
+        if (value !== undefined && fill(field)) fields[field] = value;
+    }
+    return fields;
+}
+/** The org's lists behind every company picklist field, for {@link leadCompanyFields}. */ async function readCompanyPicklists(firestore, orgId) {
+    const ids = [
+        ...new Set(CRM_COMPANY_PICKLIST_FIELDS.map((entry)=>entry.picklistId))
+    ];
+    const lists = await Promise.all(ids.map((id)=>readCrmPicklist(firestore, orgId, id)));
+    return Object.fromEntries(ids.map((id, at)=>[
+            id,
+            lists[at]
+        ]));
+}
 /** A stage's kind as the deal's denormalized status. */ function dealStatusForStage(stage) {
     return stage.kind === 'won' ? 'won' : stage.kind === 'lost' ? 'lost' : 'open';
 }
@@ -224,6 +335,17 @@ import { handOffLeadRecords } from "@aglyn/tenant-runtime/hand-off-lead";
             address: lead.address
         } : {}, typeof lead.company === 'string' && lead.company ? {
             companyName: lead.company
+        } : {}, Object.fromEntries([
+            'salutation',
+            'firstName',
+            'lastName',
+            'mobilePhone',
+            'fax'
+        ].filter((key)=>typeof lead[key] === 'string' && lead[key]).map((key)=>[
+                key,
+                lead[key]
+            ])), lead.doNotCall === true ? {
+            doNotCall: true
         } : {})
     }));
     /*
@@ -312,6 +434,7 @@ import { handOffLeadRecords } from "@aglyn/tenant-runtime/hand-off-lead";
     /*==========================================
    * 2. THE COMPANY — linked, found by domain, or created.
    *=========================================*/ let companyId;
+    /** The company the conversion found rather than made — its blanks are filled below. */ let existingCompany;
     if (requestedCompanyId) {
         const companySnapshot = await orgRef.collection(CRM_COLLECTIONS.companies).doc(requestedCompanyId).get();
         if (!companySnapshot.exists) return {
@@ -319,6 +442,7 @@ import { handOffLeadRecords } from "@aglyn/tenant-runtime/hand-off-lead";
             reason: 'unknown-company'
         };
         companyId = requestedCompanyId;
+        existingCompany = companySnapshot;
     } else if (createCompany) {
         /*
      * FIND BEFORE CREATE. The NAME first (AGL-3233): a lead names its
@@ -328,25 +452,23 @@ import { handOffLeadRecords } from "@aglyn/tenant-runtime/hand-off-lead";
      * document for `acme.com` would split the account the key exists to
      * join. Only a company the caller can see counts as found — see
      * `readableTokens`.
-     */ const visibleAmong = (snapshots)=>{
-            var _snapshots_find;
-            return (_snapshots_find = snapshots.find((snapshot)=>{
+     */ const visibleAmong = (snapshots)=>snapshots.find((snapshot)=>{
                 const tokens = snapshot.get('visibleTo');
                 return Array.isArray(tokens) && tokens.some((token)=>readableTokens.has(String(token)));
-            })) == null ? void 0 : _snapshots_find.id;
-        };
+            });
         const byName = await orgRef.collection(CRM_COLLECTIONS.companies).where('nameLower', '==', createCompany.name.toLowerCase()).limit(5).get();
-        companyId = visibleAmong(byName.docs);
-        if (!companyId && createCompany.domain) {
+        existingCompany = visibleAmong(byName.docs);
+        if (!existingCompany && createCompany.domain) {
             const byDomain = await orgRef.collection(CRM_COLLECTIONS.companies).where('domain', '==', createCompany.domain).limit(5).get();
-            companyId = visibleAmong(byDomain.docs);
+            existingCompany = visibleAmong(byDomain.docs);
         }
+        companyId = existingCompany == null ? void 0 : existingCompany.id;
         if (!companyId) {
             if (await bandFull()) return {
                 ok: false,
                 reason: 'band-full'
             };
-            const company = _extends({}, nameSearchFields(createCompany.name), createCompany.domain ? {
+            const company = _extends({}, leadCompanyFields(lead, await readCompanyPicklists(firestore, orgId), null), nameSearchFields(createCompany.name), createCompany.domain ? {
                 domain: createCompany.domain
             } : {}, ownerUid ? {
                 ownerUid
@@ -361,6 +483,20 @@ import { handOffLeadRecords } from "@aglyn/tenant-runtime/hand-off-lead";
             companyId = created.id;
         }
     }
+    if (companyId && existingCompany) {
+        var _existingCompany_data;
+        /*
+     * A company the org already held takes the lead's account fields only
+     * where it has none (AGL-3513) — and is restamped, because its
+     * industry, rating and account source are what its list filters by.
+     */ const filled = leadCompanyFields(lead, await readCompanyPicklists(firestore, orgId), (_existingCompany_data = existingCompany.data()) != null ? _existingCompany_data : {});
+        if (Object.keys(filled).length) {
+            await existingCompany.ref.update(_extends({}, filled, {
+                updatedAt: FieldValue.serverTimestamp()
+            }));
+            await restampCrmListFieldsAt(existingCompany.ref, 'companies');
+        }
+    }
     if (companyId) {
         /*
      * The one link writer (AGL-2613): the holder's facet field the contact
@@ -381,6 +517,7 @@ import { handOffLeadRecords } from "@aglyn/tenant-runtime/hand-off-lead";
    * 3. THE DEAL — in the default pipeline, seeded if the org has none.
    *=========================================*/ let dealId;
     if (deal) {
+        var _ref, _deal_type;
         const pipelinesRef = orgRef.collection(CRM_COLLECTIONS.pipelines);
         let pipelineId;
         let pipeline;
@@ -429,6 +566,10 @@ import { handOffLeadRecords } from "@aglyn/tenant-runtime/hand-off-lead";
             ok: false,
             reason: 'band-full'
         };
+        const type = (_ref = (_deal_type = deal.type) != null ? _deal_type : crmPicklistDefaultLabel(await readCrmPicklist(firestore, orgId, 'opportunityType'))) != null ? _ref : undefined;
+        const leadSource = typeof lead.leadSource === 'string' ? lead.leadSource.trim() : '';
+        // The Primary Campaign Source: the lead's most recent campaign (AGL-3513).
+        const campaignId = leadLatestCampaignId(lead);
         const dealRecord = _extends({
             title: deal.title,
             titleLower: deal.title.toLowerCase(),
@@ -439,11 +580,26 @@ import { handOffLeadRecords } from "@aglyn/tenant-runtime/hand-off-lead";
             amountCents: deal.amountCents
         } : {}, {
             currency: deal.currency,
-            stageChangedAtMs: now
-        }, ownerUid ? {
+            stageChangedAtMs: now,
+            forecastCategory: dealStageForecastCategory(stage)
+        }, type ? {
+            type
+        } : {}, leadSource ? {
+            leadSource
+        } : {}, campaignId ? {
+            campaignId
+        } : {}, ownerUid ? {
             ownerUid
         } : {}, {
-            contactId
+            contactId,
+            // The converted person is the deal's Primary contact role, with no
+            // role yet, as Salesforce's conversion makes them (AGL-3521).
+            contactRoles: [
+                {
+                    contactId,
+                    primary: true
+                }
+            ]
         }, companyId ? {
             companyId
         } : {}, {
@@ -460,6 +616,8 @@ import { handOffLeadRecords } from "@aglyn/tenant-runtime/hand-off-lead";
    * 4. THE LEAD — stamped last, once everything it names exists.
    *=========================================*/ const stamp = _extends({
         status: 'qualified',
+        // The org's label for Qualified, beside the meaning (AGL-3512).
+        statusLabel: crmLeadStatusLabelFor(await readCrmPicklist(firestore, orgId, CRM_LEAD_STATUS_PICKLIST), 'qualified'),
         convertedContactId: contactId,
         convertedAtMs: now
     }, ownerUid ? {

package/src/lib/server/convert-host-lead.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/convert-host-lead.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 * A lead becomes a contact, and optionally a company and a deal (AGL-2608,\n * AGL-2627).\n *\n * ## Why one function under two doors\n *\n * The console's convert dialog posts to the CRM plugin's `crm/lead-convert`\n * route, and an integration posts to `POST /v1/leads/{id}/convert`. The two\n * doors authenticate differently — an ID token against the site's role, an\n * API key against its scopes — and answer in different envelopes, but what\n * they DO has to be one thing: a conversion that opened a second deal for\n * one person because two callers reached the same lead through two\n * implementations is the bug this file exists to make impossible. The doors\n * own their transport; this owns the writes.\n *\n * It lives here, in the tenancy runtime, rather than beside the plugin\n * route it came from, because the console's REST layer may not import a\n * feature plugin (the app→addons boundary), while both the plugin and the\n * console may import the runtime — which already holds the capture door\n * and the owner assignment this conversion goes through.\n *\n * ## Why a server function and not four client writes\n *\n * The lead is a host document the browser may edit, and a company or a deal\n * is a client-creatable org document. What the browser cannot do is CREATE A\n * CONTACT: the contacts collection is written only by `captureHostContact`\n * (the runtime's wrapper over `upsertHostContact`, so `contactCreated`\n * fires), because that function is the dedupe — one human, one row, found by\n * normalized address across every site in the org — and the audience-band\n * gate. A client that wrote a contact document of its own would mint a\n * second row for a person the org already holds, and would do it past the\n * band.\n *\n * Once the contact has to come from the server, the rest follows it: the\n * conversion is one act with four writes, and a caller that made three of\n * them and lost the connection before the fourth leaves a lead marked\n * qualified with no contact, or a deal pointing at a contact that was never\n * stamped on the lead. Here the order is fixed — contact, then company, then\n * deal, then the lead — and the lead is stamped LAST, so a lead that carries\n * `convertedContactId` names a contact that exists.\n *\n * ## Idempotent on the lead\n *\n * A lead already carrying `convertedContactId` answers with the ids it has\n * and creates nothing more. A double-click on the dialog's button, a retry\n * after a slow response, or a Zapier zap replaying a step must not open a\n * second deal for one person.\n *\n * ## The actor\n *\n * A signed-in member converting from the console owns what nobody else\n * claimed: their uid is the owner of last resort, written directly rather\n * than through the deliberate reassignment, because they may be staff\n * converting on a workspace's behalf and a roster check would refuse the one\n * person who is actually here. An API key is not a person and is on no\n * roster, so for an `api` actor that last step is skipped and a contact\n * nobody chose an owner for — and no rule assigned — stays unowned, which\n * the console renders honestly as unassigned. Either way the caller has\n * already been authorized by its door; nothing here asks again.\n */\n\nimport {\n  consentGroupDisclosureKey,\n  consentGroupScope,\n  CRM_COLLECTIONS,\n  type CrmDealStage,\n  type CrmDealStatus,\n  type CrmLeadFields,\n  type CrmPipeline,\n  crmScopeTokens,\n  DEFAULT_DEAL_STAGES,\n  grantedUnderConsentGroup,\n  nameSearchFields,\n  contactFacetPath,\n  normalizeContactEmail,\n  ORG_SCOPE_TOKEN,\n  readContactFacet,\n  crmNewRecordListFields,\n  readMarketingBasis,\n  soloConsentGroup,\n} from '@aglyn/aglyn/server'\nimport {\n  consentGroupForSite,\n  crmRecordsQuotaForOrg,\n  findContactByEmail,\n  logHostActivity,\n  orgDataCollectionForHost,\n  restampCrmListFieldsAt,\n  writeContactCompanyLink,\n} from '@aglyn/tenant-data-admin'\nimport { FieldPath, FieldValue } from 'firebase-admin/firestore'\nimport { assignOwnerForCapture, notifyRecordAssigned } from '@aglyn/tenant-runtime/assign-contact-owner'\nimport { captureHostContact } from '@aglyn/tenant-runtime/capture-host-contact'\nimport { handOffLeadRecords } from '@aglyn/tenant-runtime/hand-off-lead'\n\n/** Who is converting, as far as the writes need to know. */\nexport interface LeadConvertActor {\n  /**\n   * What `createdByUid` records on every record the conversion opens, and\n   * who the audit line names. A member's uid, or the literal `'api'` for a\n   * key — the same attribution the REST creates stamp.\n   */\n  uid: string\n  email?: string | null\n  /**\n   * `member`: a signed-in person, who becomes the owner when nobody else\n   * does. `api`: a key, which cannot own a record — see the header.\n   */\n  kind: 'member' | 'api'\n  /**\n   * For an `api` actor, the key's name — what the audit line attributes the\n   * conversion to, since a key has no address to be named by.\n   */\n  apiKeyName?: string | null\n}\n\n/** What a conversion is asked to do. Validated by the door before it gets here. */\nexport interface ConvertHostLeadInput {\n  firestore: FirebaseFirestore.Firestore\n  hostId: string\n  orgId: string\n  /** The org document, as the door resolved it. */\n  org: Record<string, unknown>\n  /** `hosts/{hostId}/leads/{leadId}` — the document id, which is the person key. */\n  leadId: string\n  actor: LeadConvertActor\n  /**\n   * Who owns the resulting contact (and deal). Defaults to the lead's own\n   * owner; failing that the org's assignment rules and the site's default\n   * owner decide (AGL-2618), and failing those a member actor — somebody\n   * converted this person, and a record with no owner is one nobody follows\n   * up.\n   */\n  ownerUid?: string\n  /** Link an existing `orgs/{orgId}/companies/{companyId}`. */\n  companyId?: string\n  /** Or create one. Ignored when `companyId` is given. Already normalized. */\n  createCompany?: { name: string; domain: string | null } | null\n  /** Open a deal in the org's default pipeline. Already normalized. */\n  deal?: {\n    title: string\n    amountCents: number | null\n    /** Lowercase ISO 4217. */\n    currency: string\n    /** A stage of the default pipeline; its first open stage when absent. */\n    stageId?: string\n  } | null\n}\n\n/**\n * Why a conversion did not happen. Each is a state of the data, not a fault\n * of the request — the door has already refused a malformed body — and each\n * leaves the lead unconverted so a retry after the remedy finds it where it\n * was.\n */\nexport type ConvertHostLeadRefusal =\n  /** No document at `hosts/{hostId}/leads/{leadId}`. */\n  | 'unknown-lead'\n  /** The lead's address cannot become a contact. */\n  | 'no-email'\n  /**\n   * The capture door produced no contact — it swallows its own failures and\n   * drops a creation past a Free org's audience band. Nothing was written.\n   */\n  | 'contact-not-created'\n  /**\n   * The site holds an erasure for the lead's address (AGL-2623): the person\n   * asked to be forgotten, and the capture door refuses to rebuild a record\n   * for them — by a conversion as by a form. Nothing was written, and the\n   * lead stays as it was; the erasure removes it when it runs.\n   */\n  | 'erased'\n  /** The CRM records band is full (AGL-2611); the contact stands, nothing more was opened. */\n  | 'band-full'\n  /** `companyId` names no company in this organization. The contact stands. */\n  | 'unknown-company'\n  /** The default pipeline has no stages to open a deal in. The contact stands. */\n  | 'no-stages'\n\nexport type ConvertHostLeadResult =\n  | {\n      ok: true\n      contactId: string\n      companyId?: string\n      dealId?: string\n      /** The lead was converted before this call; nothing was created now. */\n      alreadyConverted: boolean\n    }\n  | { ok: false; reason: ConvertHostLeadRefusal }\n\n/** The stamp the conversion leaves on the lead — see `CrmLeadFields`. */\ntype LeadConversionStamp = Required<\n  Pick<CrmLeadFields, 'status' | 'convertedContactId' | 'convertedAtMs'>\n> &\n  Pick<CrmLeadFields, 'dealId' | 'companyId' | 'ownerUid'>\n\n/**\n * The stage a new deal opens in.\n *\n * The caller's choice when the pipeline has it, otherwise the first OPEN\n * stage by order — a deal created by converting a lead is by definition not\n * yet won or lost, so defaulting to a closed stage would record an outcome\n * nobody reached. A pipeline with no open stage at all falls back to its\n * first stage rather than refusing: the merchant edited their pipeline into\n * that shape, and a conversion that failed because of it would read as a bug\n * in the lead.\n */\nexport function stageForNewDeal(\n  pipeline: Pick<CrmPipeline, 'stages'>,\n  requestedStageId: string | undefined,\n): CrmDealStage | null {\n  const stages = [...(pipeline.stages ?? [])].sort((a, b) => a.order - b.order)\n  if (!stages.length) return null\n  const requested = requestedStageId\n    ? stages.find((stage) => stage.id === requestedStageId)\n    : undefined\n  return requested ?? stages.find((stage) => stage.kind === 'open') ?? stages[0]\n}\n\n/** A stage's kind as the deal's denormalized status. */\nfunction dealStatusForStage(stage: CrmDealStage): CrmDealStatus {\n  return stage.kind === 'won' ? 'won' : stage.kind === 'lost' ? 'lost' : 'open'\n}\n\n/**\n * Convert one lead. Throws only on infrastructure failure; every refusal\n * the data can produce is a `ConvertHostLeadResult`.\n */\nexport async function convertHostLead(\n  input: ConvertHostLeadInput,\n): Promise<ConvertHostLeadResult> {\n  const { firestore, hostId, orgId, org, leadId, actor, createCompany, deal } = input\n  const requestedCompanyId = String(input.companyId ?? '').trim()\n  // The lead's one home, on the org (AGL-3275). `orgId` is already resolved\n  // by the caller, so this needs no second lookup to find it.\n  const leadRef = firestore\n    .collection('orgs')\n    .doc(orgId)\n    .collection('leads')\n    .doc(leadId)\n  const leadSnapshot = await leadRef.get()\n  if (!leadSnapshot.exists) return { ok: false, reason: 'unknown-lead' }\n  const lead = (leadSnapshot.data() ?? {}) as Record<string, unknown> & CrmLeadFields\n  if (lead.convertedContactId) {\n    return {\n      ok: true,\n      contactId: lead.convertedContactId,\n      ...(lead.companyId ? { companyId: lead.companyId } : {}),\n      ...(lead.dealId ? { dealId: lead.dealId } : {}),\n      alreadyConverted: true,\n    }\n  }\n  const email = normalizeContactEmail(lead['email'])\n  if (!email) return { ok: false, reason: 'no-email' }\n\n  const group = await consentGroupForSite(hostId, org)\n  const visibleTo = crmScopeTokens(org, group)\n  /*\n   * What the CALLER may read, for the company-by-domain reuse below: their\n   * group's own tokens plus `org`, exactly the set the console's listeners\n   * filter on. A company outside it is one they could not open, so linking\n   * a contact to it would point at a record the page then 404s on.\n   */\n  const readableTokens = new Set<string>([\n    ORG_SCOPE_TOKEN,\n    ...consentGroupScope(group),\n  ])\n  /*\n   * THE OWNER A PERSON CHOSE, when one did: the converter's pick, else\n   * whoever was already working the lead. Handed to the capture as the\n   * facet's owner, which is what tells the capture's own assignment pass\n   * to stand down — a person's choice outranks a rule. When nobody chose,\n   * the facet names no owner and the pass runs the org's rules and the\n   * site's default for a contact it creates (AGL-2618).\n   */\n  const pickedOwner = String(input.ownerUid ?? '').trim()\n  const chosenOwner =\n    pickedOwner || (typeof lead.ownerUid === 'string' ? lead.ownerUid : '')\n  const now = Date.now()\n  const leadName = typeof lead['name'] === 'string' ? lead['name'] : undefined\n\n  /*==========================================\n   * 1. THE CONTACT — through the one door that dedupes and meters.\n   *\n   * `source: 'manual'` because a person converted this lead by hand, and\n   * the source filter should say so; the interaction names the lead so the\n   * contact's timeline can be walked back to what was captured. The facet\n   * carries the stage and the owner, which is what makes this a sales\n   * record rather than another form capture.\n   *\n   * THE LEAD'S OWN PROFILE TRAVELS WITH IT (AGL-3233), the way Salesforce\n   * hands a lead's fields to the contact: phone, title, lead source, address, the\n   * company as text (until step 2 links a record, whose own name then\n   * replaces it), tags, and the marketing basis the lead recorded — the\n   * person ticked the box on the lead, and a conversion must not be the\n   * moment they lose it. Only what the lead holds is handed over; a value\n   * the contact already carries is the contact's, because the capture door\n   * writes a profile field only where the facet has none.\n   *=========================================*/\n  const leadTags = Array.isArray(lead.tags) ? lead.tags.map(String) : []\n  const leadConsent = readMarketingBasis(lead, soloConsentGroup(hostId))\n  /*\n   * WHICH SITES THE CONTACT'S GRANT COVERS (AGL-3320): the lead's, never\n   * more. The capture door records a fresh grant, so it is handed the group's\n   * disclosure key only when the lead ALREADY holds a grant given under the\n   * group as it stands, at every site it names — a lead captured by one site\n   * before the group existed, or before a site joined, converts to a contact\n   * that site alone may mail, exactly as the lead was.\n   */\n  const leadDisclosure = grantedUnderConsentGroup(lead, group)\n    ? consentGroupDisclosureKey(group)\n    : null\n  const captured = await captureHostContact({\n    hostId,\n    email,\n    ...(leadName ? { name: leadName } : {}),\n    source: 'manual',\n    interaction: { summary: 'Converted from a lead', refId: leadId },\n    // Who converted it, for the runs its contactCreated sets off (AGL-3376).\n    actor:\n      actor.kind === 'member'\n        ? { kind: 'member', uid: actor.uid, email: actor.email ?? null }\n        : { kind: 'apiKey', apiKeyName: actor.apiKeyName ?? null },\n    ...(leadConsent.basis === 'granted' ? { marketingConsent: true } : {}),\n    ...(leadConsent.basis === 'granted' && leadDisclosure\n      ? { disclosedConsentGroup: leadDisclosure }\n      : {}),\n    ...(leadTags.length ? { tags: leadTags } : {}),\n    facet: {\n      lifecycleStage: 'sales-qualified',\n      ...(chosenOwner ? { ownerUid: chosenOwner } : {}),\n      ...(typeof lead.phone === 'string' && lead.phone ? { phone: lead.phone } : {}),\n      ...(typeof lead.jobTitle === 'string' && lead.jobTitle ? { jobTitle: lead.jobTitle } : {}),\n      // Salesforce's Lead Source travels to the contact (AGL-3298).\n      ...(typeof lead.leadSource === 'string' && lead.leadSource\n        ? { leadSource: lead.leadSource }\n        : {}),\n      ...(lead.address && typeof lead.address === 'object' ? { address: lead.address } : {}),\n      ...(typeof lead.company === 'string' && lead.company\n        ? { companyName: lead.company }\n        : {}),\n    },\n  })\n  /*\n   * The one verdict of the door's that is named here. Its other refusals —\n   * the band, an address it will not take, its own swallowed error — all\n   * read the same from this side: no row to find below, answered as\n   * `contact-not-created`. An erasure is different in kind: not a limit the\n   * org can lift or a fault in the request but a decision the workspace made\n   * about this person, and a caller told \"the band may be full\" would retry\n   * against it forever.\n   */\n  if (captured && 'refused' in captured && captured.refused === 'erased') {\n    return { ok: false, reason: 'erased' }\n  }\n  const contactsRef = await orgDataCollectionForHost(hostId, 'contacts')\n  /*\n   * The same resolution the capture door just made (AGL-2625): the\n   * address index first, so a lead whose address is an ALTERNATE on a\n   * merged contact converts into the survivor the capture landed on\n   * rather than reading as a contact the band dropped.\n   */\n  const contactSnapshot = await findContactByEmail(contactsRef, email)\n  if (!contactSnapshot) return { ok: false, reason: 'contact-not-created' }\n  const contactRef = contactSnapshot.ref\n  const contactId = contactSnapshot.id\n  const contactData = (contactSnapshot.data() ?? {}) as Record<string, unknown>\n  const orgRef = firestore.collection('orgs').doc(orgId)\n  /*\n   * THE RECORDS BAND (AGL-2611), asked before each record this conversion\n   * CREATES. The contact went through the capture door, which refuses at\n   * the band on its own; a company and a deal are records of the same\n   * band, and on a Free org at its hundred the honest answer is the one\n   * the drawers give — refuse, write nothing more, and leave the lead\n   * unconverted so a retry after the upgrade finds it where it was. The\n   * contact step 1 captured stays: it is one person's record, and a second\n   * conversion merges onto it rather than making another. Measured fresh\n   * each time because the company created in step 2 is itself a record.\n   */\n  const bandFull = async () => {\n    const room = await crmRecordsQuotaForOrg(org as never, orgRef)\n    return !room.allowed\n  }\n\n  /*\n   * WHOSE THE CONTACT IS, now that it exists. The capture wrote the chosen\n   * owner, or its pass assigned one to a contact it created; a contact\n   * the org already held with no owner has had neither, so the same pass\n   * is asked once more — it touches only a record with no owner and\n   * answers `unchanged` for one that has — and a member actor is the last\n   * resort. A colleague the converter picked is told; the lead's existing\n   * owner and the caller are not, having chosen for themselves.\n   */\n  let ownerUid = readContactFacet(contactData, group.groupId).ownerUid ?? ''\n  if (!ownerUid) {\n    const assigned = await assignOwnerForCapture({\n      hostId,\n      contactId,\n      email,\n      source: 'manual',\n      actorUid: actor.kind === 'member' ? actor.uid : null,\n    })\n    if (assigned.outcome !== 'none') ownerUid = assigned.ownerUid\n  }\n  if (!ownerUid && actor.kind === 'member') {\n    ownerUid = actor.uid\n    await contactRef.update({\n      [contactFacetPath(group.groupId, 'ownerUid')]: ownerUid,\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // The owner is what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(contactRef, 'contacts')\n  } else if (ownerUid && pickedOwner && pickedOwner === ownerUid) {\n    await notifyRecordAssigned({\n      hostId,\n      orgId,\n      ownerUid,\n      actorUid: actor.kind === 'member' ? actor.uid : null,\n      record: { kind: 'contact', id: contactId },\n      who: leadName || email,\n    })\n  }\n\n  /*==========================================\n   * 2. THE COMPANY — linked, found by domain, or created.\n   *=========================================*/\n  let companyId: string | undefined\n  if (requestedCompanyId) {\n    const companySnapshot = await orgRef\n      .collection(CRM_COLLECTIONS.companies)\n      .doc(requestedCompanyId)\n      .get()\n    if (!companySnapshot.exists) return { ok: false, reason: 'unknown-company' }\n    companyId = requestedCompanyId\n  } else if (createCompany) {\n    /*\n     * FIND BEFORE CREATE. The NAME first (AGL-3233): a lead names its\n     * company as text, and a company the org already files under that\n     * name is the account, whatever domain it carries. Then the domain,\n     * the key two contacts at one business share — a second company\n     * document for `acme.com` would split the account the key exists to\n     * join. Only a company the caller can see counts as found — see\n     * `readableTokens`.\n     */\n    const visibleAmong = (\n      snapshots: readonly FirebaseFirestore.QueryDocumentSnapshot[],\n    ): string | undefined =>\n      snapshots.find((snapshot) => {\n        const tokens = snapshot.get('visibleTo')\n        return (\n          Array.isArray(tokens) &&\n          tokens.some((token) => readableTokens.has(String(token)))\n        )\n      })?.id\n    const byName = await orgRef\n      .collection(CRM_COLLECTIONS.companies)\n      .where('nameLower', '==', createCompany.name.toLowerCase())\n      .limit(5)\n      .get()\n    companyId = visibleAmong(byName.docs)\n    if (!companyId && createCompany.domain) {\n      const byDomain = await orgRef\n        .collection(CRM_COLLECTIONS.companies)\n        .where('domain', '==', createCompany.domain)\n        .limit(5)\n        .get()\n      companyId = visibleAmong(byDomain.docs)\n    }\n    if (!companyId) {\n      if (await bandFull()) return { ok: false, reason: 'band-full' }\n      const company: Record<string, unknown> = {\n        ...nameSearchFields(createCompany.name),\n        ...(createCompany.domain ? { domain: createCompany.domain } : {}),\n        ...(ownerUid ? { ownerUid } : {}),\n        visibleTo,\n        hostId,\n        createdByUid: actor.uid,\n        createdAt: FieldValue.serverTimestamp(),\n        updatedAt: FieldValue.serverTimestamp(),\n      }\n      const created = await orgRef.collection(CRM_COLLECTIONS.companies).add({\n        ...company,\n        // What the Companies list searches and filters by (AGL-3321).\n        ...crmNewRecordListFields('companies', company),\n      })\n      companyId = created.id\n    }\n  }\n  if (companyId) {\n    /*\n     * The one link writer (AGL-2613): the holder's facet field the contact\n     * record reads, the queryable top-level mirror the company's contacts\n     * card filters on, and the company's contacts count — planned from\n     * the row as the capture left it, so a person the org already held\n     * under another company is MOVED rather than counted twice.\n     */\n    await writeContactCompanyLink({\n      firestore,\n      contactRef,\n      contact: contactData,\n      companiesRef: orgRef.collection(CRM_COLLECTIONS.companies),\n      groupId: group.groupId,\n      companyId,\n    })\n  }\n\n  /*==========================================\n   * 3. THE DEAL — in the default pipeline, seeded if the org has none.\n   *=========================================*/\n  let dealId: string | undefined\n  if (deal) {\n    const pipelinesRef = orgRef.collection(CRM_COLLECTIONS.pipelines)\n    let pipelineId: string\n    let pipeline: Pick<CrmPipeline, 'stages'>\n    const defaults = await pipelinesRef\n      .where('isDefault', '==', true)\n      .limit(1)\n      .get()\n    if (!defaults.empty) {\n      pipelineId = defaults.docs[0].id\n      pipeline = defaults.docs[0].data() as CrmPipeline\n    } else {\n      /*\n       * The deals section's own read shape, so the two agree on which\n       * pipeline \"the org's pipeline\" is when none is flagged default: the\n       * first by document id of a bounded window. Seeding a SECOND pipeline\n       * here while one exists unflagged would leave the merchant with two\n       * boards and their deals split between them.\n       */\n      const any = await pipelinesRef\n        .orderBy(FieldPath.documentId())\n        .limit(20)\n        .get()\n      if (!any.empty) {\n        pipelineId = any.docs[0].id\n        pipeline = any.docs[0].data() as CrmPipeline\n      } else {\n        // Exactly what the Deals section seeds: one `Sales` pipeline\n        // carrying a COPY of the default stages, flagged default.\n        const seeded: Omit<CrmPipeline, 'createdAt' | 'updatedAt'> = {\n          name: 'Sales',\n          stages: [...DEFAULT_DEAL_STAGES],\n          isDefault: true,\n          visibleTo,\n          hostId,\n        }\n        const created = await pipelinesRef.add({\n          ...seeded,\n          createdByUid: actor.uid,\n          createdAt: FieldValue.serverTimestamp(),\n          updatedAt: FieldValue.serverTimestamp(),\n        })\n        pipelineId = created.id\n        pipeline = seeded\n      }\n    }\n    const stage = stageForNewDeal(pipeline, deal.stageId)\n    if (!stage) return { ok: false, reason: 'no-stages' }\n    if (await bandFull()) return { ok: false, reason: 'band-full' }\n    const dealRecord: Record<string, unknown> = {\n      title: deal.title,\n      titleLower: deal.title.toLowerCase(),\n      pipelineId,\n      stageId: stage.id,\n      status: dealStatusForStage(stage),\n      ...(deal.amountCents !== null ? { amountCents: deal.amountCents } : {}),\n      currency: deal.currency,\n      stageChangedAtMs: now,\n      ...(ownerUid ? { ownerUid } : {}),\n      contactId,\n      ...(companyId ? { companyId } : {}),\n      visibleTo,\n      hostId,\n      createdByUid: actor.uid,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    }\n    const created = await orgRef.collection(CRM_COLLECTIONS.deals).add({\n      ...dealRecord,\n      // What the Deals list searches and filters by (AGL-3321).\n      ...crmNewRecordListFields('deals', dealRecord),\n    })\n    dealId = created.id\n  }\n\n  /*==========================================\n   * 4. THE LEAD — stamped last, once everything it names exists.\n   *=========================================*/\n  const stamp: LeadConversionStamp = {\n    status: 'qualified',\n    convertedContactId: contactId,\n    convertedAtMs: now,\n    ...(ownerUid ? { ownerUid } : {}),\n    ...(companyId ? { companyId } : {}),\n    ...(dealId ? { dealId } : {}),\n  }\n  await leadRef.update({ ...stamp, updatedAt: FieldValue.serverTimestamp() })\n\n  /*\n   * WHAT THE LEAD HANDS OVER (AGL-3233): its activities and tasks gain the\n   * contact, and every plugin with a listener — Sequences, for an\n   * enrollment naming the lead — re-points its own records. After the\n   * stamp, so a listener reading the lead finds the conversion on it; it\n   * never throws.\n   */\n  await handOffLeadRecords({\n    firestore,\n    orgId,\n    hostId,\n    leadId,\n    contactId,\n    email,\n    by: actor.kind === 'member' ? 'member' : 'api',\n  })\n\n  /*\n   * The audit line, from the function that did the work (AGL-2622): the\n   * conversion is one act however many records it opened, so it is one\n   * entry, on the lead, in the feed of the site that holds the lead. A\n   * repeat call answered above with the ids it already had wrote nothing\n   * and logs nothing.\n   */\n  await logHostActivity(\n    hostId,\n    {\n      uid: actor.uid,\n      email: actor.email ?? null,\n      ...(actor.apiKeyName ? { apiKeyName: actor.apiKeyName } : {}),\n    },\n    'Converted lead',\n    { type: 'lead', id: leadId, name: String(lead['name'] ?? '') || email },\n  )\n\n  return {\n    ok: true,\n    contactId,\n    ...(companyId ? { companyId } : {}),\n    ...(dealId ? { dealId } : {}),\n    alreadyConverted: false,\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/convert-host-lead.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 * A lead becomes a contact, and optionally a company and a deal (AGL-2608,\n * AGL-2627).\n *\n * ## Why one function under two doors\n *\n * The console's convert dialog posts to the CRM plugin's `crm/lead-convert`\n * route, and an integration posts to `POST /v1/leads/{id}/convert`. The two\n * doors authenticate differently — an ID token against the site's role, an\n * API key against its scopes — and answer in different envelopes, but what\n * they DO has to be one thing: a conversion that opened a second deal for\n * one person because two callers reached the same lead through two\n * implementations is the bug this file exists to make impossible. The doors\n * own their transport; this owns the writes.\n *\n * It lives here, in the tenancy runtime, rather than beside the plugin\n * route it came from, because the console's REST layer may not import a\n * feature plugin (the app→addons boundary), while both the plugin and the\n * console may import the runtime — which already holds the capture door\n * and the owner assignment this conversion goes through.\n *\n * ## Why a server function and not four client writes\n *\n * The lead is a host document the browser may edit, and a company or a deal\n * is a client-creatable org document. What the browser cannot do is CREATE A\n * CONTACT: the contacts collection is written only by `captureHostContact`\n * (the runtime's wrapper over `upsertHostContact`, so `contactCreated`\n * fires), because that function is the dedupe — one human, one row, found by\n * normalized address across every site in the org — and the audience-band\n * gate. A client that wrote a contact document of its own would mint a\n * second row for a person the org already holds, and would do it past the\n * band.\n *\n * Once the contact has to come from the server, the rest follows it: the\n * conversion is one act with four writes, and a caller that made three of\n * them and lost the connection before the fourth leaves a lead marked\n * qualified with no contact, or a deal pointing at a contact that was never\n * stamped on the lead. Here the order is fixed — contact, then company, then\n * deal, then the lead — and the lead is stamped LAST, so a lead that carries\n * `convertedContactId` names a contact that exists.\n *\n * ## Idempotent on the lead\n *\n * A lead already carrying `convertedContactId` answers with the ids it has\n * and creates nothing more. A double-click on the dialog's button, a retry\n * after a slow response, or a Zapier zap replaying a step must not open a\n * second deal for one person.\n *\n * ## The actor\n *\n * A signed-in member converting from the console owns what nobody else\n * claimed: their uid is the owner of last resort, written directly rather\n * than through the deliberate reassignment, because they may be staff\n * converting on a workspace's behalf and a roster check would refuse the one\n * person who is actually here. An API key is not a person and is on no\n * roster, so for an `api` actor that last step is skipped and a contact\n * nobody chose an owner for — and no rule assigned — stays unowned, which\n * the console renders honestly as unassigned. Either way the caller has\n * already been authorized by its door; nothing here asks again.\n *\n * ## The deal carries the lead's lead source (AGL-3516)\n *\n * As Salesforce's conversion does, the deal opened here takes the lead's\n * `leadSource` — a label of the same picklist, already judged when the lead\n * was written — and its Type as the door judged it, or the org's default\n * Type when the converter named none. Its forecast category is its stage's.\n *\n * ## Every standard field lands where Salesforce's conversion puts it (AGL-3513)\n *\n * The contact's facet takes the salutation, the name's parts, the mobile,\n * the fax and Do not call. The company takes the account fields — industry,\n * rating, revenue and its currency, head count, website, phone, fax, the\n * address as its billing address, and the lead source as its Account\n * Source — whole when the conversion creates it, and only into its BLANK\n * fields when it links one the org already holds: a lead is one person's\n * account of the business, and the account record may know better. The\n * deal's Primary Campaign Source is the lead's most recent campaign — see\n * {@link leadLatestCampaignId}.\n */\n\nimport {\n  consentGroupDisclosureKey,\n  consentGroupScope,\n  CRM_COLLECTIONS,\n  CRM_LEAD_STATUS_PICKLIST,\n  crmLeadStatusLabelFor,\n  type CrmDealStage,\n  type CrmDealStatus,\n  type CrmLeadFields,\n  type CrmPipeline,\n  CRM_COMPANY_PICKLIST_FIELDS,\n  type CrmPicklist,\n  type CrmPicklistId,\n  crmPicklistDefaultLabel,\n  judgeCrmCompanyPicklists,\n  readCrmCompanyAccountFields,\n  crmScopeTokens,\n  dealStageForecastCategory,\n  DEFAULT_DEAL_STAGES,\n  grantedUnderConsentGroup,\n  nameSearchFields,\n  contactFacetPath,\n  normalizeContactEmail,\n  ORG_SCOPE_TOKEN,\n  readContactFacet,\n  crmNewRecordListFields,\n  readMarketingBasis,\n  soloConsentGroup,\n} from '@aglyn/aglyn/server'\nimport {\n  consentGroupForSite,\n  crmRecordsQuotaForOrg,\n  findContactByEmail,\n  logHostActivity,\n  orgDataCollectionForHost,\n  restampCrmListFieldsAt,\n  writeContactCompanyLink,\n} from '@aglyn/tenant-data-admin'\nimport { FieldPath, FieldValue } from 'firebase-admin/firestore'\nimport { assignOwnerForCapture, notifyRecordAssigned } from './assign-contact-owner'\nimport { captureHostContact } from './capture-host-contact'\nimport { readCrmPicklist } from './read-picklist'\nimport { handOffLeadRecords } from '@aglyn/tenant-runtime/hand-off-lead'\nimport { readContainerIds } from '@aglyn/aglyn/app-utils/container-membership'\n\n/** Who is converting, as far as the writes need to know. */\nexport interface LeadConvertActor {\n  /**\n   * What `createdByUid` records on every record the conversion opens, and\n   * who the audit line names. A member's uid, or the literal `'api'` for a\n   * key — the same attribution the REST creates stamp.\n   */\n  uid: string\n  email?: string | null\n  /**\n   * `member`: a signed-in person, who becomes the owner when nobody else\n   * does. `api`: a key, which cannot own a record — see the header.\n   */\n  kind: 'member' | 'api'\n  /**\n   * For an `api` actor, the key's name — what the audit line attributes the\n   * conversion to, since a key has no address to be named by.\n   */\n  apiKeyName?: string | null\n}\n\n/** What a conversion is asked to do. Validated by the door before it gets here. */\nexport interface ConvertHostLeadInput {\n  firestore: FirebaseFirestore.Firestore\n  hostId: string\n  orgId: string\n  /** The org document, as the door resolved it. */\n  org: Record<string, unknown>\n  /** `hosts/{hostId}/leads/{leadId}` — the document id, which is the person key. */\n  leadId: string\n  actor: LeadConvertActor\n  /**\n   * Who owns the resulting contact (and deal). Defaults to the lead's own\n   * owner; failing that the org's assignment rules and the site's default\n   * owner decide (AGL-2618), and failing those a member actor — somebody\n   * converted this person, and a record with no owner is one nobody follows\n   * up.\n   */\n  ownerUid?: string\n  /** Link an existing `orgs/{orgId}/companies/{companyId}`. */\n  companyId?: string\n  /** Or create one. Ignored when `companyId` is given. Already normalized. */\n  createCompany?: { name: string; domain: string | null } | null\n  /** Open a deal in the org's default pipeline. Already normalized. */\n  deal?: {\n    title: string\n    amountCents: number | null\n    /** Lowercase ISO 4217. */\n    currency: string\n    /** A stage of the default pipeline; its first open stage when absent. */\n    stageId?: string\n    /**\n     * The deal's Type, as the door judged it against the org's\n     * `opportunityType` list (AGL-3516); absent takes the list's default.\n     */\n    type?: string\n  } | null\n}\n\n/**\n * Why a conversion did not happen. Each is a state of the data, not a fault\n * of the request — the door has already refused a malformed body — and each\n * leaves the lead unconverted so a retry after the remedy finds it where it\n * was.\n */\nexport type ConvertHostLeadRefusal =\n  /** No document at `hosts/{hostId}/leads/{leadId}`. */\n  | 'unknown-lead'\n  /** The lead's address cannot become a contact. */\n  | 'no-email'\n  /**\n   * The capture door produced no contact — it swallows its own failures and\n   * drops a creation past a Free org's audience band. Nothing was written.\n   */\n  | 'contact-not-created'\n  /**\n   * The site holds an erasure for the lead's address (AGL-2623): the person\n   * asked to be forgotten, and the capture door refuses to rebuild a record\n   * for them — by a conversion as by a form. Nothing was written, and the\n   * lead stays as it was; the erasure removes it when it runs.\n   */\n  | 'erased'\n  /** The CRM records band is full (AGL-2611); the contact stands, nothing more was opened. */\n  | 'band-full'\n  /** `companyId` names no company in this organization. The contact stands. */\n  | 'unknown-company'\n  /** The default pipeline has no stages to open a deal in. The contact stands. */\n  | 'no-stages'\n\nexport type ConvertHostLeadResult =\n  | {\n      ok: true\n      contactId: string\n      companyId?: string\n      dealId?: string\n      /** The lead was converted before this call; nothing was created now. */\n      alreadyConverted: boolean\n    }\n  | { ok: false; reason: ConvertHostLeadRefusal }\n\n/** The stamp the conversion leaves on the lead — see `CrmLeadFields`. */\ntype LeadConversionStamp = Required<\n  Pick<CrmLeadFields, 'status' | 'statusLabel' | 'convertedContactId' | 'convertedAtMs'>\n> &\n  Pick<CrmLeadFields, 'dealId' | 'companyId' | 'ownerUid'>\n\n/**\n * The stage a new deal opens in.\n *\n * The caller's choice when the pipeline has it, otherwise the first OPEN\n * stage by order — a deal created by converting a lead is by definition not\n * yet won or lost, so defaulting to a closed stage would record an outcome\n * nobody reached. A pipeline with no open stage at all falls back to its\n * first stage rather than refusing: the merchant edited their pipeline into\n * that shape, and a conversion that failed because of it would read as a bug\n * in the lead.\n */\nexport function stageForNewDeal(\n  pipeline: Pick<CrmPipeline, 'stages'>,\n  requestedStageId: string | undefined,\n): CrmDealStage | null {\n  const stages = [...(pipeline.stages ?? [])].sort((a, b) => a.order - b.order)\n  if (!stages.length) return null\n  const requested = requestedStageId\n    ? stages.find((stage) => stage.id === requestedStageId)\n    : undefined\n  return requested ?? stages.find((stage) => stage.kind === 'open') ?? stages[0]\n}\n\n/**\n * The lead's MOST RECENT campaign, which becomes the deal's Primary\n * Campaign Source as Salesforce's conversion makes it. A lead keeps its\n * campaigns as one `campaignIds` array that every writer extends with\n * `arrayUnion`, which appends — so the last id is the campaign the lead was\n * filed under last. `undefined` for a lead filed under none.\n */\nexport function leadLatestCampaignId(lead: Readonly<Record<string, unknown>>): string | undefined {\n  const ids = readContainerIds(lead as Record<string, unknown>, 'campaign')\n  return ids.length ? ids[ids.length - 1] : undefined\n}\n\n/** Whether a stored field holds nothing a fill would overwrite. */\nconst blankField = (value: unknown): boolean =>\n  value === undefined ||\n  value === null ||\n  (typeof value === 'string' && !value.trim()) ||\n  (typeof value === 'object' && !Array.isArray(value) && !Object.keys(value as object).length)\n\n/**\n * The account fields a lead hands its company (AGL-3513), normalized and\n * judged as every company door judges them: the lead's industry and rating\n * against the org's lists, its lead source as the Account Source, and its\n * revenue, currency, head count, fax, website, phone and address (as the\n * billing address). With `current` — a company the org already holds —\n * only the fields it leaves blank are answered, and the picklists it does\n * not name keep no default; without it, the company is being created and\n * each picklist the lead leaves empty starts from its list's default. A\n * value a list no longer holds is left behind rather than refusing the\n * conversion.\n */\nexport function leadCompanyFields(\n  lead: Readonly<Record<string, unknown>>,\n  lists: Readonly<Partial<Record<CrmPicklistId, CrmPicklist>>>,\n  current: Readonly<Record<string, unknown>> | null,\n): Record<string, unknown> {\n  const fill = (field: string) => !current || blankField(current[field])\n  const offered = (value: unknown) => (blankField(value) ? undefined : value)\n  const fields: Record<string, unknown> = {}\n  const requested: Record<string, unknown> = {}\n  const picklistSource: Record<string, unknown> = {\n    industry: lead['industry'],\n    rating: lead['rating'],\n    accountSource: lead['leadSource'],\n  }\n  for (const { field } of CRM_COMPANY_PICKLIST_FIELDS) {\n    const value = offered(picklistSource[field])\n    if (value !== undefined && fill(field)) requested[field] = value\n  }\n  const picklists = judgeCrmCompanyPicklists(lists, requested, {\n    current: current ?? {},\n    created: !current,\n  })\n  for (const [field, value] of Object.entries(picklists.values)) {\n    if (value && !picklists.errors[field]) fields[field] = value\n  }\n  const account: Record<string, unknown> = {}\n  for (const field of ['annualRevenueCents', 'numberOfEmployees', 'fax'] as const) {\n    const value = offered(lead[field])\n    if (value !== undefined && fill(field)) account[field] = value\n  }\n  // The revenue's currency travels with the revenue it describes.\n  if (account['annualRevenueCents'] !== undefined && offered(lead['currency']) !== undefined) {\n    account['currency'] = lead['currency']\n  }\n  const read = readCrmCompanyAccountFields(account)\n  for (const [field, value] of Object.entries(read.values)) {\n    if (value !== null && value !== undefined && !read.errors[field]) fields[field] = value\n  }\n  // Already in the company's shapes: the lead normalized them as a company does.\n  for (const [field, from] of [\n    ['website', 'website'],\n    ['phone', 'phone'],\n    ['address', 'address'],\n  ] as const) {\n    const value = offered(lead[from])\n    if (value !== undefined && fill(field)) fields[field] = value\n  }\n  return fields\n}\n\n/** The org's lists behind every company picklist field, for {@link leadCompanyFields}. */\nasync function readCompanyPicklists(\n  firestore: FirebaseFirestore.Firestore,\n  orgId: string,\n): Promise<Partial<Record<CrmPicklistId, CrmPicklist>>> {\n  const ids = [...new Set(CRM_COMPANY_PICKLIST_FIELDS.map((entry) => entry.picklistId))]\n  const lists = await Promise.all(ids.map((id) => readCrmPicklist(firestore, orgId, id)))\n  return Object.fromEntries(ids.map((id, at) => [id, lists[at]]))\n}\n\n/** A stage's kind as the deal's denormalized status. */\nfunction dealStatusForStage(stage: CrmDealStage): CrmDealStatus {\n  return stage.kind === 'won' ? 'won' : stage.kind === 'lost' ? 'lost' : 'open'\n}\n\n/**\n * Convert one lead. Throws only on infrastructure failure; every refusal\n * the data can produce is a `ConvertHostLeadResult`.\n */\nexport async function convertHostLead(\n  input: ConvertHostLeadInput,\n): Promise<ConvertHostLeadResult> {\n  const { firestore, hostId, orgId, org, leadId, actor, createCompany, deal } = input\n  const requestedCompanyId = String(input.companyId ?? '').trim()\n  // The lead's one home, on the org (AGL-3275). `orgId` is already resolved\n  // by the caller, so this needs no second lookup to find it.\n  const leadRef = firestore\n    .collection('orgs')\n    .doc(orgId)\n    .collection('leads')\n    .doc(leadId)\n  const leadSnapshot = await leadRef.get()\n  if (!leadSnapshot.exists) return { ok: false, reason: 'unknown-lead' }\n  const lead = (leadSnapshot.data() ?? {}) as Record<string, unknown> & CrmLeadFields\n  if (lead.convertedContactId) {\n    return {\n      ok: true,\n      contactId: lead.convertedContactId,\n      ...(lead.companyId ? { companyId: lead.companyId } : {}),\n      ...(lead.dealId ? { dealId: lead.dealId } : {}),\n      alreadyConverted: true,\n    }\n  }\n  const email = normalizeContactEmail(lead['email'])\n  if (!email) return { ok: false, reason: 'no-email' }\n\n  const group = await consentGroupForSite(hostId, org)\n  const visibleTo = crmScopeTokens(org, group)\n  /*\n   * What the CALLER may read, for the company-by-domain reuse below: their\n   * group's own tokens plus `org`, exactly the set the console's listeners\n   * filter on. A company outside it is one they could not open, so linking\n   * a contact to it would point at a record the page then 404s on.\n   */\n  const readableTokens = new Set<string>([\n    ORG_SCOPE_TOKEN,\n    ...consentGroupScope(group),\n  ])\n  /*\n   * THE OWNER A PERSON CHOSE, when one did: the converter's pick, else\n   * whoever was already working the lead. Handed to the capture as the\n   * facet's owner, which is what tells the capture's own assignment pass\n   * to stand down — a person's choice outranks a rule. When nobody chose,\n   * the facet names no owner and the pass runs the org's rules and the\n   * site's default for a contact it creates (AGL-2618).\n   */\n  const pickedOwner = String(input.ownerUid ?? '').trim()\n  const chosenOwner =\n    pickedOwner || (typeof lead.ownerUid === 'string' ? lead.ownerUid : '')\n  const now = Date.now()\n  const leadName = typeof lead['name'] === 'string' ? lead['name'] : undefined\n\n  /*==========================================\n   * 1. THE CONTACT — through the one door that dedupes and meters.\n   *\n   * `source: 'manual'` because a person converted this lead by hand, and\n   * the source filter should say so; the interaction names the lead so the\n   * contact's timeline can be walked back to what was captured. The facet\n   * carries the stage and the owner, which is what makes this a sales\n   * record rather than another form capture.\n   *\n   * THE LEAD'S OWN PROFILE TRAVELS WITH IT (AGL-3233), the way Salesforce\n   * hands a lead's fields to the contact: phone, title, lead source, address, the\n   * company as text (until step 2 links a record, whose own name then\n   * replaces it), tags, and the marketing basis the lead recorded — the\n   * person ticked the box on the lead, and a conversion must not be the\n   * moment they lose it. Only what the lead holds is handed over; a value\n   * the contact already carries is the contact's, because the capture door\n   * writes a profile field only where the facet has none.\n   *=========================================*/\n  const leadTags = Array.isArray(lead.tags) ? lead.tags.map(String) : []\n  const leadConsent = readMarketingBasis(lead, soloConsentGroup(hostId))\n  /*\n   * WHICH SITES THE CONTACT'S GRANT COVERS (AGL-3320): the lead's, never\n   * more. The capture door records a fresh grant, so it is handed the group's\n   * disclosure key only when the lead ALREADY holds a grant given under the\n   * group as it stands, at every site it names — a lead captured by one site\n   * before the group existed, or before a site joined, converts to a contact\n   * that site alone may mail, exactly as the lead was.\n   */\n  const leadDisclosure = grantedUnderConsentGroup(lead, group)\n    ? consentGroupDisclosureKey(group)\n    : null\n  const captured = await captureHostContact({\n    hostId,\n    email,\n    ...(leadName ? { name: leadName } : {}),\n    source: 'manual',\n    interaction: { summary: 'Converted from a lead', refId: leadId },\n    // Who converted it, for the runs its contactCreated sets off (AGL-3376).\n    actor:\n      actor.kind === 'member'\n        ? { kind: 'member', uid: actor.uid, email: actor.email ?? null }\n        : { kind: 'apiKey', apiKeyName: actor.apiKeyName ?? null },\n    ...(leadConsent.basis === 'granted' ? { marketingConsent: true } : {}),\n    ...(leadConsent.basis === 'granted' && leadDisclosure\n      ? { disclosedConsentGroup: leadDisclosure }\n      : {}),\n    ...(leadTags.length ? { tags: leadTags } : {}),\n    facet: {\n      lifecycleStage: 'sales-qualified',\n      ...(chosenOwner ? { ownerUid: chosenOwner } : {}),\n      ...(typeof lead.phone === 'string' && lead.phone ? { phone: lead.phone } : {}),\n      ...(typeof lead.jobTitle === 'string' && lead.jobTitle ? { jobTitle: lead.jobTitle } : {}),\n      // Salesforce's Lead Source travels to the contact (AGL-3298).\n      ...(typeof lead.leadSource === 'string' && lead.leadSource\n        ? { leadSource: lead.leadSource }\n        : {}),\n      ...(lead.address && typeof lead.address === 'object' ? { address: lead.address } : {}),\n      ...(typeof lead.company === 'string' && lead.company\n        ? { companyName: lead.company }\n        : {}),\n      // Salesforce's standard lead fields (AGL-3513), as the contact keeps them.\n      ...Object.fromEntries(\n        (['salutation', 'firstName', 'lastName', 'mobilePhone', 'fax'] as const)\n          .filter((key) => typeof lead[key] === 'string' && lead[key])\n          .map((key) => [key, lead[key]]),\n      ),\n      // Only ever `true`: a lead that never said is not a person who asked to be called.\n      ...(lead.doNotCall === true ? { doNotCall: true } : {}),\n    },\n  })\n  /*\n   * The one verdict of the door's that is named here. Its other refusals —\n   * the band, an address it will not take, its own swallowed error — all\n   * read the same from this side: no row to find below, answered as\n   * `contact-not-created`. An erasure is different in kind: not a limit the\n   * org can lift or a fault in the request but a decision the workspace made\n   * about this person, and a caller told \"the band may be full\" would retry\n   * against it forever.\n   */\n  if (captured && 'refused' in captured && captured.refused === 'erased') {\n    return { ok: false, reason: 'erased' }\n  }\n  const contactsRef = await orgDataCollectionForHost(hostId, 'contacts')\n  /*\n   * The same resolution the capture door just made (AGL-2625): the\n   * address index first, so a lead whose address is an ALTERNATE on a\n   * merged contact converts into the survivor the capture landed on\n   * rather than reading as a contact the band dropped.\n   */\n  const contactSnapshot = await findContactByEmail(contactsRef, email)\n  if (!contactSnapshot) return { ok: false, reason: 'contact-not-created' }\n  const contactRef = contactSnapshot.ref\n  const contactId = contactSnapshot.id\n  const contactData = (contactSnapshot.data() ?? {}) as Record<string, unknown>\n  const orgRef = firestore.collection('orgs').doc(orgId)\n  /*\n   * THE RECORDS BAND (AGL-2611), asked before each record this conversion\n   * CREATES. The contact went through the capture door, which refuses at\n   * the band on its own; a company and a deal are records of the same\n   * band, and on a Free org at its hundred the honest answer is the one\n   * the drawers give — refuse, write nothing more, and leave the lead\n   * unconverted so a retry after the upgrade finds it where it was. The\n   * contact step 1 captured stays: it is one person's record, and a second\n   * conversion merges onto it rather than making another. Measured fresh\n   * each time because the company created in step 2 is itself a record.\n   */\n  const bandFull = async () => {\n    const room = await crmRecordsQuotaForOrg(org as never, orgRef)\n    return !room.allowed\n  }\n\n  /*\n   * WHOSE THE CONTACT IS, now that it exists. The capture wrote the chosen\n   * owner, or its pass assigned one to a contact it created; a contact\n   * the org already held with no owner has had neither, so the same pass\n   * is asked once more — it touches only a record with no owner and\n   * answers `unchanged` for one that has — and a member actor is the last\n   * resort. A colleague the converter picked is told; the lead's existing\n   * owner and the caller are not, having chosen for themselves.\n   */\n  let ownerUid = readContactFacet(contactData, group.groupId).ownerUid ?? ''\n  if (!ownerUid) {\n    const assigned = await assignOwnerForCapture({\n      hostId,\n      contactId,\n      email,\n      source: 'manual',\n      actorUid: actor.kind === 'member' ? actor.uid : null,\n    })\n    if (assigned.outcome !== 'none') ownerUid = assigned.ownerUid\n  }\n  if (!ownerUid && actor.kind === 'member') {\n    ownerUid = actor.uid\n    await contactRef.update({\n      [contactFacetPath(group.groupId, 'ownerUid')]: ownerUid,\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // The owner is what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(contactRef, 'contacts')\n  } else if (ownerUid && pickedOwner && pickedOwner === ownerUid) {\n    await notifyRecordAssigned({\n      hostId,\n      orgId,\n      ownerUid,\n      actorUid: actor.kind === 'member' ? actor.uid : null,\n      record: { kind: 'contact', id: contactId },\n      who: leadName || email,\n    })\n  }\n\n  /*==========================================\n   * 2. THE COMPANY — linked, found by domain, or created.\n   *=========================================*/\n  let companyId: string | undefined\n  /** The company the conversion found rather than made — its blanks are filled below. */\n  let existingCompany: FirebaseFirestore.DocumentSnapshot | undefined\n  if (requestedCompanyId) {\n    const companySnapshot = await orgRef\n      .collection(CRM_COLLECTIONS.companies)\n      .doc(requestedCompanyId)\n      .get()\n    if (!companySnapshot.exists) return { ok: false, reason: 'unknown-company' }\n    companyId = requestedCompanyId\n    existingCompany = companySnapshot\n  } else if (createCompany) {\n    /*\n     * FIND BEFORE CREATE. The NAME first (AGL-3233): a lead names its\n     * company as text, and a company the org already files under that\n     * name is the account, whatever domain it carries. Then the domain,\n     * the key two contacts at one business share — a second company\n     * document for `acme.com` would split the account the key exists to\n     * join. Only a company the caller can see counts as found — see\n     * `readableTokens`.\n     */\n    const visibleAmong = (\n      snapshots: readonly FirebaseFirestore.QueryDocumentSnapshot[],\n    ): FirebaseFirestore.QueryDocumentSnapshot | undefined =>\n      snapshots.find((snapshot) => {\n        const tokens = snapshot.get('visibleTo')\n        return (\n          Array.isArray(tokens) &&\n          tokens.some((token) => readableTokens.has(String(token)))\n        )\n      })\n    const byName = await orgRef\n      .collection(CRM_COLLECTIONS.companies)\n      .where('nameLower', '==', createCompany.name.toLowerCase())\n      .limit(5)\n      .get()\n    existingCompany = visibleAmong(byName.docs)\n    if (!existingCompany && createCompany.domain) {\n      const byDomain = await orgRef\n        .collection(CRM_COLLECTIONS.companies)\n        .where('domain', '==', createCompany.domain)\n        .limit(5)\n        .get()\n      existingCompany = visibleAmong(byDomain.docs)\n    }\n    companyId = existingCompany?.id\n    if (!companyId) {\n      if (await bandFull()) return { ok: false, reason: 'band-full' }\n      const company: Record<string, unknown> = {\n        // The lead's account fields, whole (AGL-3513).\n        ...leadCompanyFields(lead, await readCompanyPicklists(firestore, orgId), null),\n        ...nameSearchFields(createCompany.name),\n        ...(createCompany.domain ? { domain: createCompany.domain } : {}),\n        ...(ownerUid ? { ownerUid } : {}),\n        visibleTo,\n        hostId,\n        createdByUid: actor.uid,\n        createdAt: FieldValue.serverTimestamp(),\n        updatedAt: FieldValue.serverTimestamp(),\n      }\n      const created = await orgRef.collection(CRM_COLLECTIONS.companies).add({\n        ...company,\n        // What the Companies list searches and filters by (AGL-3321).\n        ...crmNewRecordListFields('companies', company),\n      })\n      companyId = created.id\n    }\n  }\n  if (companyId && existingCompany) {\n    /*\n     * A company the org already held takes the lead's account fields only\n     * where it has none (AGL-3513) — and is restamped, because its\n     * industry, rating and account source are what its list filters by.\n     */\n    const filled = leadCompanyFields(\n      lead,\n      await readCompanyPicklists(firestore, orgId),\n      (existingCompany.data() ?? {}) as Record<string, unknown>,\n    )\n    if (Object.keys(filled).length) {\n      await existingCompany.ref.update({ ...filled, updatedAt: FieldValue.serverTimestamp() })\n      await restampCrmListFieldsAt(existingCompany.ref, 'companies')\n    }\n  }\n  if (companyId) {\n    /*\n     * The one link writer (AGL-2613): the holder's facet field the contact\n     * record reads, the queryable top-level mirror the company's contacts\n     * card filters on, and the company's contacts count — planned from\n     * the row as the capture left it, so a person the org already held\n     * under another company is MOVED rather than counted twice.\n     */\n    await writeContactCompanyLink({\n      firestore,\n      contactRef,\n      contact: contactData,\n      companiesRef: orgRef.collection(CRM_COLLECTIONS.companies),\n      groupId: group.groupId,\n      companyId,\n    })\n  }\n\n  /*==========================================\n   * 3. THE DEAL — in the default pipeline, seeded if the org has none.\n   *=========================================*/\n  let dealId: string | undefined\n  if (deal) {\n    const pipelinesRef = orgRef.collection(CRM_COLLECTIONS.pipelines)\n    let pipelineId: string\n    let pipeline: Pick<CrmPipeline, 'stages'>\n    const defaults = await pipelinesRef\n      .where('isDefault', '==', true)\n      .limit(1)\n      .get()\n    if (!defaults.empty) {\n      pipelineId = defaults.docs[0].id\n      pipeline = defaults.docs[0].data() as CrmPipeline\n    } else {\n      /*\n       * The deals section's own read shape, so the two agree on which\n       * pipeline \"the org's pipeline\" is when none is flagged default: the\n       * first by document id of a bounded window. Seeding a SECOND pipeline\n       * here while one exists unflagged would leave the merchant with two\n       * boards and their deals split between them.\n       */\n      const any = await pipelinesRef\n        .orderBy(FieldPath.documentId())\n        .limit(20)\n        .get()\n      if (!any.empty) {\n        pipelineId = any.docs[0].id\n        pipeline = any.docs[0].data() as CrmPipeline\n      } else {\n        // Exactly what the Deals section seeds: one `Sales` pipeline\n        // carrying a COPY of the default stages, flagged default.\n        const seeded: Omit<CrmPipeline, 'createdAt' | 'updatedAt'> = {\n          name: 'Sales',\n          stages: [...DEFAULT_DEAL_STAGES],\n          isDefault: true,\n          visibleTo,\n          hostId,\n        }\n        const created = await pipelinesRef.add({\n          ...seeded,\n          createdByUid: actor.uid,\n          createdAt: FieldValue.serverTimestamp(),\n          updatedAt: FieldValue.serverTimestamp(),\n        })\n        pipelineId = created.id\n        pipeline = seeded\n      }\n    }\n    const stage = stageForNewDeal(pipeline, deal.stageId)\n    if (!stage) return { ok: false, reason: 'no-stages' }\n    if (await bandFull()) return { ok: false, reason: 'band-full' }\n    const type =\n      deal.type ??\n      crmPicklistDefaultLabel(await readCrmPicklist(firestore, orgId, 'opportunityType')) ??\n      undefined\n    const leadSource = typeof lead.leadSource === 'string' ? lead.leadSource.trim() : ''\n    // The Primary Campaign Source: the lead's most recent campaign (AGL-3513).\n    const campaignId = leadLatestCampaignId(lead)\n    const dealRecord: Record<string, unknown> = {\n      title: deal.title,\n      titleLower: deal.title.toLowerCase(),\n      pipelineId,\n      stageId: stage.id,\n      status: dealStatusForStage(stage),\n      ...(deal.amountCents !== null ? { amountCents: deal.amountCents } : {}),\n      currency: deal.currency,\n      stageChangedAtMs: now,\n      forecastCategory: dealStageForecastCategory(stage),\n      ...(type ? { type } : {}),\n      ...(leadSource ? { leadSource } : {}),\n      ...(campaignId ? { campaignId } : {}),\n      ...(ownerUid ? { ownerUid } : {}),\n      contactId,\n      // The converted person is the deal's Primary contact role, with no\n      // role yet, as Salesforce's conversion makes them (AGL-3521).\n      contactRoles: [{ contactId, primary: true }],\n      ...(companyId ? { companyId } : {}),\n      visibleTo,\n      hostId,\n      createdByUid: actor.uid,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    }\n    const created = await orgRef.collection(CRM_COLLECTIONS.deals).add({\n      ...dealRecord,\n      // What the Deals list searches and filters by (AGL-3321).\n      ...crmNewRecordListFields('deals', dealRecord),\n    })\n    dealId = created.id\n  }\n\n  /*==========================================\n   * 4. THE LEAD — stamped last, once everything it names exists.\n   *=========================================*/\n  const stamp: LeadConversionStamp = {\n    status: 'qualified',\n    // The org's label for Qualified, beside the meaning (AGL-3512).\n    statusLabel: crmLeadStatusLabelFor(\n      await readCrmPicklist(firestore, orgId, CRM_LEAD_STATUS_PICKLIST),\n      'qualified',\n    ),\n    convertedContactId: contactId,\n    convertedAtMs: now,\n    ...(ownerUid ? { ownerUid } : {}),\n    ...(companyId ? { companyId } : {}),\n    ...(dealId ? { dealId } : {}),\n  }\n  await leadRef.update({ ...stamp, updatedAt: FieldValue.serverTimestamp() })\n\n  /*\n   * WHAT THE LEAD HANDS OVER (AGL-3233): its activities and tasks gain the\n   * contact, and every plugin with a listener — Sequences, for an\n   * enrollment naming the lead — re-points its own records. After the\n   * stamp, so a listener reading the lead finds the conversion on it; it\n   * never throws.\n   */\n  await handOffLeadRecords({\n    firestore,\n    orgId,\n    hostId,\n    leadId,\n    contactId,\n    email,\n    by: actor.kind === 'member' ? 'member' : 'api',\n  })\n\n  /*\n   * The audit line, from the function that did the work (AGL-2622): the\n   * conversion is one act however many records it opened, so it is one\n   * entry, on the lead, in the feed of the site that holds the lead. A\n   * repeat call answered above with the ids it already had wrote nothing\n   * and logs nothing.\n   */\n  await logHostActivity(\n    hostId,\n    {\n      uid: actor.uid,\n      email: actor.email ?? null,\n      ...(actor.apiKeyName ? { apiKeyName: actor.apiKeyName } : {}),\n    },\n    'Converted lead',\n    { type: 'lead', id: leadId, name: String(lead['name'] ?? 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package/src/lib/server/convert-open-lead.js

@@ -1,3 +1,4 @@
+import { _ as _extends } from "@swc/helpers/_/_extends";
 /**
  * @license
  * Copyright 2026 Aglyn LLC
@@ -39,10 +40,11 @@
  *
  * Never throws: the capture that made the contact has already happened,
  * and a lead that could not be stamped is one somebody converts by hand.
- */ import { isCrmLeadOpen, normalizeContactEmail, personKey } from "@aglyn/aglyn/server";
+ */ import { CRM_LEAD_STATUS_PICKLIST, crmLeadStatusLabelFor, isCrmLeadOpen, normalizeContactEmail, personKey } from "@aglyn/aglyn/server";
 import { firebaseAdmin, getOrgForHost, leadForWrite } from "@aglyn/tenant-data-admin";
 import { handOffLeadRecords } from "@aglyn/tenant-runtime/hand-off-lead";
 import { FieldValue } from "firebase-admin/firestore";
+import { readCrmPicklist } from "./read-picklist.js";
 /**
  * Stamp the site's open lead for `email` as converted onto `contactId`.
  * `true` when a lead was stamped; `false` when the site holds none, holds
@@ -63,16 +65,21 @@ import { FieldValue } from "firebase-admin/firestore";
         if (!snapshot.exists) return false;
         const lead = (_snapshot_data = snapshot.data()) != null ? _snapshot_data : {};
         if (lead.convertedContactId || !isCrmLeadOpen(lead)) return false;
-        await leadRef.set({
-            status: 'qualified',
+        // The org's label for Qualified, beside the meaning (AGL-3512).
+        const resolved = await getOrgForHost(input.hostId);
+        const statuses = resolved ? await readCrmPicklist(firestore, resolved.orgId, CRM_LEAD_STATUS_PICKLIST) : null;
+        await leadRef.set(_extends({
+            status: 'qualified'
+        }, statuses ? {
+            statusLabel: crmLeadStatusLabelFor(statuses, 'qualified')
+        } : {}, {
             convertedContactId: input.contactId,
             convertedAtMs: Date.now(),
             convertedBy: input.by,
             updatedAt: FieldValue.serverTimestamp()
-        }, {
+        }), {
             merge: true
         });
-        const resolved = await getOrgForHost(input.hostId);
         if (resolved) {
             await handOffLeadRecords({
                 firestore,