@aglyn/plugins-crm 1.0.0-beta.222 → 1.0.0-beta.223

package/src/lib/model/crm-task-reminders.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-task-reminders.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 task's reminder at its own time (AGL-2659).\n *\n * The daily digest says once a morning what is late and what is due today;\n * nothing said \"the 3:00 call is at 3:00\". A task now carries `remindAtMs`\n * — the due time unless a person moved it, `null` for none — and an hourly\n * route reads every open task whose reminder has come due and tells the\n * assignee once, in the console and by mail. Every judgment here is pure so\n * the three writers of the field (the task routes, the REST resource, the\n * drawer) and the route that reads it agree on what a reminder is.\n *\n * ## Which reminder a save leaves\n *\n * A caller that SAYS what the reminder is gets what it said. A caller that\n * says nothing gets the rule: a new task's reminder is its due time, and an\n * edit that moves the due date moves a reminder that still sat on the old\n * due time — the reminder was never a choice of its own, so it follows —\n * while a reminder somebody set to a time of their own stays where they put\n * it. The one thing an edit never does is invent a reminder for a task that\n * has none.\n */\n\nimport type { CrmTask } from '@aglyn/aglyn/app-utils/crm'\n\n/**\n * The most due reminders one org's sweep reads per run.\n *\n * NEWEST FIRST, which is the whole reason a ceiling is safe here. A sent\n * reminder keeps its `remindAtMs` — the drawer shows when it fired — so the\n * range \"reminders up to now\" holds every reminder an open task ever had,\n * and a window of the OLDEST five hundred would fill with ones already sent\n * and never reach a new one. The newest five hundred always begin with what\n * fell due since the last run; the sent ones sit behind them.\n */\nexport const CRM_TASK_REMINDER_CEILING = 500\n\n/** The two fields the rule reads off a stored task, or off nothing on create. */\nexport interface CrmTaskReminderState {\n  dueAtMs: number | null\n  remindAtMs: number | null\n}\n\n/**\n * The reminder a save leaves on the task — see the module comment.\n *\n * `remindAtMs` is what the caller SAID: a time, `null` for \"no reminder\",\n * `undefined` for nothing said. `previous` is the stored task, or `null`\n * when the task is being created. A stored task from before reminders\n * existed carries no `remindAtMs` at all; it reads as `null` here — no\n * reminder — rather than as one that follows the due date, because a task\n * nobody ever set a reminder on should not start reminding the day its\n * title is corrected.\n */\nexport function crmTaskReminderAfterEdit(input: {\n  dueAtMs: number | null\n  remindAtMs?: number | null\n  previous: CrmTaskReminderState | null\n}): number | null {\n  const { dueAtMs, remindAtMs, previous } = input\n  if (remindAtMs !== undefined) return remindAtMs\n  if (!previous) return dueAtMs\n  const followed =\n    typeof previous.remindAtMs === 'number' && previous.remindAtMs === previous.dueAtMs\n  if (followed && dueAtMs !== previous.dueAtMs) return dueAtMs\n  return previous.remindAtMs ?? null\n}\n\n/** Whether a task's reminder is still owed: set, and not yet handled. */\nexport function crmTaskReminderPending(\n  task: Pick<CrmTask, 'remindAtMs' | 'reminderSentAtMs'>,\n): boolean {\n  return typeof task.remindAtMs === 'number' && task.reminderSentAtMs === undefined\n}\n\n/**\n * Whether the runner owes this task a reminder now: open, pending, and the\n * reminder's time has come. The query reads the first and third off the\n * index; the second is a fact about a field's absence, which a query cannot\n * select on, so the runner asks it here over the page it read.\n */\nexport function crmTaskReminderDue(\n  task: Pick<CrmTask, 'status' | 'remindAtMs' | 'reminderSentAtMs'>,\n  nowMs: number,\n): boolean {\n  return (\n    task.status === 'open' &&\n    crmTaskReminderPending(task) &&\n    (task.remindAtMs as number) <= nowMs\n  )\n}\n\n/** A due reminder as the runner carries it: the fields a line and a link need. */\nexport interface CrmReminderTask\n  extends Pick<CrmTask, 'title' | 'kind' | 'contactId' | 'companyId' | 'dealId'> {\n  id: string\n  dueAtMs: number | null\n  remindAtMs: number\n  assigneeUid: string\n  /** The site the task was created on, or `''` for the organization's own. */\n  hostId: string\n}\n\n/**\n * The console path a reminder opens: the record the task is for, in the\n * hub, or the tasks list when it is for nobody in particular — the same\n * page the assignment notification opens, in the `/{hostDocId}/rest` shape\n * every host notification uses and the `/org/rest` shape the console\n * rewrites onto the organization's own hub for a task with no site.\n */\nexport function crmTaskReminderLink(\n  hostId: string | null,\n  task: Pick<CrmTask, 'contactId' | 'companyId' | 'dealId'>,\n): string {\n  const base = hostId ? `/${hostId}/crm` : '/org/crm'\n  if (task.contactId) return `${base}/contacts/${encodeURIComponent(task.contactId)}`\n  if (task.dealId) return `${base}/deals/${encodeURIComponent(task.dealId)}`\n  if (task.companyId) return `${base}/companies/${encodeURIComponent(task.companyId)}`\n  return `${base}/tasks`\n}\n\n/**\n * `Wed, Sep 9, 3:00 PM CDT` — the words a reminder says a time with. The zone\n * is the server's choice, not the reader's, so it is printed: a reader an\n * hour away would otherwise take it for their own clock.\n */\nexport function crmTaskReminderWhen(ms: number, timeZone: string): string {\n  return new Date(ms).toLocaleString('en-US', {\n    timeZone,\n    weekday: 'short',\n    month: 'short',\n    day: 'numeric',\n    hour: 'numeric',\n    minute: '2-digit',\n    timeZoneName: 'short',\n  })\n}\n\n/**\n * One task as the reminder email lists it: its title and when it is due, or\n * that it has no due date — a reminder can sit on a task with none, at a time\n * the person chose.\n */\nexport function crmTaskReminderLine(\n  task: Pick<CrmReminderTask, 'title' | 'dueAtMs'>,\n  timeZone: string,\n): string {\n  return typeof task.dueAtMs === 'number'\n    ? `${task.title} · due ${crmTaskReminderWhen(task.dueAtMs, timeZone)}`\n    : `${task.title} · no due date`\n}\n\n/**\n * The console notification's body, one per task, which is also what a\n * preview of it shows. It says it is a reminder and names the workspace, so\n * it reads whole without the \"Task reminder\" title above it.\n */\nexport function composeCrmTaskReminderBody(\n  task: Pick<CrmReminderTask, 'title' | 'dueAtMs'>,\n  timeZone: string,\n  workspaceName?: string,\n): string {\n  const workspace = workspaceName?.trim()\n  const when =\n    typeof task.dueAtMs === 'number'\n      ? `, due ${crmTaskReminderWhen(task.dueAtMs, timeZone)}.`\n      : ' (no due date).'\n  return `Reminder for your task${workspace ? ` in ${workspace}` : ''}: ${task.title}${when}`\n}\n\n/**\n * One mail per member per run, so five tasks due at nine o'clock are one\n * message and not five. The subject names the task when there is one, and\n * never says a task is due: a reminder can be set ahead of the due time, or\n * on a task with none.\n */\nexport function composeCrmTaskReminderSubject(\n  tasks: ReadonlyArray<Pick<CrmReminderTask, 'title'>>,\n): string {\n  if (tasks.length === 1) return `Reminder: ${tasks[0].title}`\n  return `Reminder: ${tasks.length} tasks`\n}\n\n/** What the reminder email needs from the route besides the tasks. */\nexport interface CrmTaskReminderEmailInput {\n  tasks: readonly CrmReminderTask[]\n  timeZone: string\n  /** The product name the mail reads as — the org's brand when white-labeled. */\n  productName: string\n  /**\n   * The workspace the tasks are in. The system email shows only the body, so\n   * the body names it: a member of two workspaces gets reminders from each.\n   */\n  workspaceName?: string\n  /** The console page a task opens on, absolute. */\n  taskUrl: (task: CrmReminderTask) => string\n  /** Account settings → Notifications, where the category can be muted. */\n  settingsUrl: string\n  /** The brand's support line, already prefixed, or empty. */\n  supportLine?: string\n  /**\n   * Leave out the closing paragraph and the support line (AGL-3367), for the\n   * copy that goes inside a system email: its footer says why the mail came\n   * and where to get help, and its body links the settings page.\n   */\n  omitClosing?: boolean\n}\n\n/**\n * The plain-text email. Text rather than a designed template for the\n * reason the digest gives: the body is a list, and `sendEmail` synthesizes\n * the HTML part that makes its links live. Soonest due first, each task on\n * its own line with its link under it, and the way out last.\n */\nexport function composeCrmTaskReminderEmailText(input: CrmTaskReminderEmailInput): string {\n  const { tasks, timeZone, productName } = input\n  const ordered = [...tasks].sort(\n    (a, b) => (a.dueAtMs ?? a.remindAtMs) - (b.dueAtMs ?? b.remindAtMs),\n  )\n  // \"About\", never \"is due\": a reminder fires at the time somebody chose,\n  // which may be a day ahead of the due date or on a task with none, and\n  // each line below says when its task is actually due.\n  const where = input.workspaceName?.trim() ? ` in ${input.workspaceName.trim()}` : ''\n  const lines: string[] = [\n    ordered.length === 1\n      ? `A reminder from ${productName} about your task${where}:`\n      : `A reminder from ${productName} about ${ordered.length} of your tasks${where}:`,\n    '',\n  ]\n  for (const task of ordered) {\n    lines.push(`- ${crmTaskReminderLine(task, timeZone)}`)\n    lines.push(`  ${input.taskUrl(task)}`)\n  }\n  if (input.omitClosing) return lines.join('\\n').trimEnd()\n  lines.push(\n    '',\n    'You get task reminders because the Forms & bookings category is on in ' +\n      `your notification settings: ${input.settingsUrl}`,\n  )\n  return lines.join('\\n') + (input.supportLine ?? 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package/src/lib/model/next-activity.d.ts

@@ -14,8 +14,8 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import type { CrmNextActivityLink } from '@aglyn/aglyn';
 import type { CrmTaskRouteScope } from './task-routes';
+import { type CrmNextActivityLink } from './crm-next-activity';
 /**
  * The contract between the console and the plugin's next-activity route
  * (AGL-2661), the door a CLIENT-DIRECT task write uses to keep the records'

package/src/lib/model/next-activity.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/next-activity.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type { CrmNextActivityLink } from '@aglyn/aglyn'\nimport type { CrmTaskRouteScope } from './task-routes'\n\n/**\n * The contract between the console and the plugin's next-activity route\n * (AGL-2661), the door a CLIENT-DIRECT task write uses to keep the records'\n * `nextTaskAtMs` honest.\n *\n * The two task routes recompute it themselves. Every other task write —\n * reopening, snoozing, deleting, the bulk bar's reassign — is a Firestore\n * write from the browser, and a browser cannot recompute a denormalized\n * figure it is not allowed to write consistently. So after such a write the\n * surface tells this route which records the task named, and the route\n * reads the tasks back and stores the answer. Best effort by design: the\n * task write already happened, and a figure that did not move is what the\n * Fields section's recompute exists for. The browser's side is\n * `next-activity-api.ts`; this module is the contract both halves import.\n *\n * `all: true` is that recompute — the whole organization, every open task\n * once — and is the Fields section's maintenance action.\n */\nexport const CRM_NEXT_ACTIVITY_ROUTE = 'crm/next-activity' as const\n\nexport const crmNextActivityRouteUrl = (): string => `/api/${CRM_NEXT_ACTIVITY_ROUTE}`\n\n/** The most records one request recomputes — the bulk bar's own window. */\nexport const CRM_NEXT_ACTIVITY_LINKS_MAX = 200\n\nexport type CrmNextActivityRequest = CrmTaskRouteScope &\n  ({ links: CrmNextActivityLink[]; all?: false } | { all: true; links?: undefined })\n\nexport interface CrmNextActivityResponse {\n  ok: true\n  /** Records written. */\n  records: number\n  /** Records a task named that no longer exist. */\n  missing: number\n  /** The whole-org form only: how many open tasks it read, and whether it read them all. */\n  tasks?: number\n  cleared?: number\n  truncated?: boolean\n}\n\n/** The links a task row carries, as the request names them. */\nexport function nextActivityRequestLinks(\n  tasks: readonly { contactId?: string | null; companyId?: string | null; dealId?: string | null }[],\n): CrmNextActivityLink[] {\n  return tasks.map((task) => ({\n    ...(task.contactId ? { contactId: task.contactId } : {}),\n    ...(task.companyId ? { companyId: task.companyId } : {}),\n    ...(task.dealId ? { dealId: task.dealId } : {}),\n  }))\n}\n"],"names":["CRM_NEXT_ACTIVITY_ROUTE","crmNextActivityRouteUrl","CRM_NEXT_ACTIVITY_LINKS_MAX","nextActivityRequestLinks","tasks","map","task","contactId","companyId","dealId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC;AAKD;;;;;;;;;;;;;;;;;CAiBC,GACD,OAAO,MAAMA,0BAA0B,oBAA4B;AAEnE,OAAO,MAAMC,0BAA0B,IAAc,CAAC,KAAK,EAAED,yBAAyB,CAAA;AAEtF,yEAAyE,GACzE,OAAO,MAAME,8BAA8B,IAAG;AAiB9C,6DAA6D,GAC7D,OAAO,SAASC,yBACdC,KAAkG;IAElG,OAAOA,MAAMC,GAAG,CAAC,CAACC,OAAU,aACtBA,KAAKC,SAAS,GAAG;YAAEA,WAAWD,KAAKC,SAAS;QAAC,IAAI,CAAC,GAClDD,KAAKE,SAAS,GAAG;YAAEA,WAAWF,KAAKE,SAAS;QAAC,IAAI,CAAC,GAClDF,KAAKG,MAAM,GAAG;YAAEA,QAAQH,KAAKG,MAAM;QAAC,IAAI,CAAC;AAEjD"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/next-activity.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type { CrmTaskRouteScope } from './task-routes'\nimport { type CrmNextActivityLink } from './crm-next-activity'\n\n/**\n * The contract between the console and the plugin's next-activity route\n * (AGL-2661), the door a CLIENT-DIRECT task write uses to keep the records'\n * `nextTaskAtMs` honest.\n *\n * The two task routes recompute it themselves. Every other task write —\n * reopening, snoozing, deleting, the bulk bar's reassign — is a Firestore\n * write from the browser, and a browser cannot recompute a denormalized\n * figure it is not allowed to write consistently. So after such a write the\n * surface tells this route which records the task named, and the route\n * reads the tasks back and stores the answer. Best effort by design: the\n * task write already happened, and a figure that did not move is what the\n * Fields section's recompute exists for. The browser's side is\n * `next-activity-api.ts`; this module is the contract both halves import.\n *\n * `all: true` is that recompute — the whole organization, every open task\n * once — and is the Fields section's maintenance action.\n */\nexport const CRM_NEXT_ACTIVITY_ROUTE = 'crm/next-activity' as const\n\nexport const crmNextActivityRouteUrl = (): string => `/api/${CRM_NEXT_ACTIVITY_ROUTE}`\n\n/** The most records one request recomputes — the bulk bar's own window. */\nexport const CRM_NEXT_ACTIVITY_LINKS_MAX = 200\n\nexport type CrmNextActivityRequest = CrmTaskRouteScope &\n  ({ links: CrmNextActivityLink[]; all?: false } | { all: true; links?: undefined })\n\nexport interface CrmNextActivityResponse {\n  ok: true\n  /** Records written. */\n  records: number\n  /** Records a task named that no longer exist. */\n  missing: number\n  /** The whole-org form only: how many open tasks it read, and whether it read them all. */\n  tasks?: number\n  cleared?: number\n  truncated?: boolean\n}\n\n/** The links a task row carries, as the request names them. */\nexport function nextActivityRequestLinks(\n  tasks: readonly { contactId?: string | null; companyId?: string | null; dealId?: string | null }[],\n): CrmNextActivityLink[] {\n  return tasks.map((task) => ({\n    ...(task.contactId ? { contactId: task.contactId } : {}),\n    ...(task.companyId ? { companyId: task.companyId } : {}),\n    ...(task.dealId ? { dealId: task.dealId } : {}),\n  }))\n}\n"],"names":["CRM_NEXT_ACTIVITY_ROUTE","crmNextActivityRouteUrl","CRM_NEXT_ACTIVITY_LINKS_MAX","nextActivityRequestLinks","tasks","map","task","contactId","companyId","dealId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC;AAKD;;;;;;;;;;;;;;;;;CAiBC,GACD,OAAO,MAAMA,0BAA0B,oBAA4B;AAEnE,OAAO,MAAMC,0BAA0B,IAAc,CAAC,KAAK,EAAED,yBAAyB,CAAA;AAEtF,yEAAyE,GACzE,OAAO,MAAME,8BAA8B,IAAG;AAiB9C,6DAA6D,GAC7D,OAAO,SAASC,yBACdC,KAAkG;IAElG,OAAOA,MAAMC,GAAG,CAAC,CAACC,OAAU,aACtBA,KAAKC,SAAS,GAAG;YAAEA,WAAWD,KAAKC,SAAS;QAAC,IAAI,CAAC,GAClDD,KAAKE,SAAS,GAAG;YAAEA,WAAWF,KAAKE,SAAS;QAAC,IAAI,CAAC,GAClDF,KAAKG,MAAM,GAAG;YAAEA,QAAQH,KAAKG,MAAM;QAAC,IAAI,CAAC;AAEjD"}

package/src/lib/server/api-v1/crm-tasks.js

@@ -36,12 +36,14 @@ import { _ as _object_without_properties_loose } from "@swc/helpers/_/_object_wi
  * meaning behind it, `open`; the task stores both, and answers the meaning
  * under the field's own name with the label beside it as `typeLabel`,
  * `priorityLabel` and `statusLabel`.
- */ import { CRM_COLLECTIONS, CRM_TASK_PICKLIST_IDS, crmPicklistLabelForNew, crmTaskPicklistLabels, crmTaskReminderAfterEdit, crmTaskReminderPending, createResourceUid, crmTaskListFields, resolveCrmSemanticPicklistWrite } from "@aglyn/aglyn/server";
-import { apiJson, ApiErrors, crmNextActivityLinksOf, recomputeCrmNextTaskAt, restampCrmListFieldsAt } from "@aglyn/tenant-data-admin";
+ */ import { CRM_COLLECTIONS, CRM_TASK_PICKLIST_IDS, crmPicklistLabelForNew, crmTaskPicklistLabels, createResourceUid, crmTaskListFields, resolveCrmSemanticPicklistWrite } from "@aglyn/aglyn/server";
+import { apiJson, ApiErrors, restampCrmListFieldsAt } from "@aglyn/tenant-data-admin";
 import { FieldValue, Timestamp } from "firebase-admin/firestore";
 import { claimWrite, readJsonBody, requireScope } from "@aglyn/tenant-data-admin/server/api-v1-kit";
 import { CRM_TEXT_MAX, CRM_TITLE_MAX, createPayload, crmCollection, crmCreateStamp, crmRefErrors, crmTimes, crmValidationFailed, isoFromMs, listCrm, memberError, parseIsoInstant, readCrmSite, readEqualityFilters, readOptionalText, readRefId, refuseUnknownKeys, updatePayload } from "./crm-shared.js";
 import { readCrmTaskPicklists } from "../read-picklist.js";
+import { crmTaskReminderAfterEdit, crmTaskReminderPending } from "../../model/crm-task-reminders.js";
+import { crmNextActivityLinksOf, recomputeCrmNextTaskAt } from "../crm-next-activity.js";
 const TASK_STATUSES = [
     'open',
     'done'

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/server/api-v1/crm-tasks.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/tasks` (AGL-2606) — what the team owes a person: a call, an email, a\n * meeting or a to-do, with a due date, pointing at the contact, company or\n * deal it is for. A task may point at nothing — a plain to-do is still a\n * task — which is the one place it differs from an activity.\n *\n * `status` is the only state machine here and it has two states. Marking a\n * task `done` stamps `completedAtMs`; marking it `open` again clears it, so\n * a reopened task never reads as completed on the date it was first closed.\n *\n * `remindAt` (AGL-2659) is the task's reminder: the due time unless the\n * body names a time or `null`, carried along when a moved due date leaves\n * it behind, and cleared by completion while it is still owed — the rule\n * in `crmTaskReminderAfterEdit`, the same one the console's drawer keeps.\n * `reminderSentAt` is read-only: when the hourly runner handled it.\n *\n * `kind`, `priority` and `status` (AGL-3517) take a value of the org's\n * Type, Priority or Status picklist — its label, \"In Progress\" — or the\n * meaning behind it, `open`; the task stores both, and answers the meaning\n * under the field's own name with the label beside it as `typeLabel`,\n * `priorityLabel` and `statusLabel`.\n */\nimport {\n  CRM_COLLECTIONS,\n  CRM_TASK_PICKLIST_IDS,\n  type CrmPicklistId,\n  crmPicklistLabelForNew,\n  type CrmTask,\n  type CrmTaskKind,\n  type CrmTaskPicklists,\n  crmTaskPicklistLabels,\n  type CrmTaskPriority,\n  crmTaskReminderAfterEdit,\n  crmTaskReminderPending,\n  type CrmTaskStatus,\n  createResourceUid,\n  crmTaskListFields,\n  resolveCrmSemanticPicklistWrite,\n} from '@aglyn/aglyn/server'\nimport {\n  apiJson,\n  ApiErrors,\n  crmNextActivityLinksOf,\n  recomputeCrmNextTaskAt,\n  restampCrmListFieldsAt,\n} 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 {\n  type Clearable,\n  CRM_TEXT_MAX,\n  CRM_TITLE_MAX,\n  createPayload,\n  crmCollection,\n  crmCreateStamp,\n  crmRefErrors,\n  crmTimes,\n  crmValidationFailed,\n  isoFromMs,\n  listCrm,\n  memberError,\n  parseIsoInstant,\n  readCrmSite,\n  readEqualityFilters,\n  readOptionalText,\n  readRefId,\n  refuseUnknownKeys,\n  updatePayload,\n} from './crm-shared'\nimport { readCrmTaskPicklists } from '../read-picklist'\n\nconst TASK_STATUSES = ['open', 'done'] as const\n\n/** The org's task picklists, read once for a request. */\nconst taskPicklistsOf = (ctx: ApiV1Context): Promise<CrmTaskPicklists> =>\n  readCrmTaskPicklists(ctx.firestore, ctx.orgId)\n\n/** The task object as published. Every writable field appears here. */\nfunction taskView(doc: FirebaseFirestore.DocumentSnapshot, picklists: CrmTaskPicklists) {\n  const data = (doc.data() ?? {}) as Partial<CrmTask>\n  const labels = crmTaskPicklistLabels(data, picklists)\n  return {\n    id: doc.id,\n    object: 'task',\n    title: data.title ?? null,\n    notes: data.notes ?? null,\n    kind: data.kind ?? 'todo',\n    typeLabel: labels.type,\n    priority: data.priority ?? 'normal',\n    priorityLabel: labels.priority,\n    status: data.status ?? 'open',\n    statusLabel: labels.status,\n    dueAt: isoFromMs(data.dueAtMs),\n    remindAt: isoFromMs(data.remindAtMs),\n    reminderSentAt: isoFromMs(data.reminderSentAtMs),\n    completedAt: isoFromMs(data.completedAtMs),\n    assigneeUid: data.assigneeUid ?? null,\n    contactId: data.contactId ?? null,\n    companyId: data.companyId ?? null,\n    dealId: data.dealId ?? null,\n    siteId: data.hostId ?? null,\n    ...crmTimes(data as FirebaseFirestore.DocumentData),\n  }\n}\n\nconst TASK_WRITABLE = new Set([\n  'title',\n  'notes',\n  'kind',\n  'priority',\n  'status',\n  'dueAt',\n  'remindAt',\n  'assigneeUid',\n  'contactId',\n  'companyId',\n  'dealId',\n])\n\n/** A picklist field as resolved: the meaning stored under its name, the label beside it. */\ninterface Picked<T extends string> {\n  meaning: T\n  label: string | null\n}\n\ninterface TaskInput {\n  title?: string\n  notes?: Clearable<string>\n  kind?: Picked<CrmTaskKind>\n  priority?: Picked<CrmTaskPriority>\n  status?: Picked<CrmTaskStatus>\n  dueAtMs?: Clearable<number>\n  remindAtMs?: Clearable<number>\n  assigneeUid?: Clearable<string>\n  contactId?: Clearable<string>\n  companyId?: Clearable<string>\n  dealId?: Clearable<string>\n}\n\n/**\n * A Type, Priority or Status as the body names it — a label or a meaning —\n * against the org's list; the stored label is kept when the body names it\n * again. Absent answers `undefined`; anything the list does not hold is an\n * error naming the values it does.\n */\nfunction readPicklistField<T extends string>(\n  body: Record<string, unknown>,\n  key: 'kind' | 'priority' | 'status',\n  id: CrmPicklistId,\n  picklists: CrmTaskPicklists,\n  stored: string | null | undefined,\n  errors: Record<string, string>,\n): Picked<T> | undefined {\n  const value = body[key]\n  if (value === undefined) return undefined\n  const list =\n    key === 'kind' ? picklists.type : key === 'priority' ? picklists.priority : picklists.status\n  const resolved =\n    typeof value === 'string' ? resolveCrmSemanticPicklistWrite(id, list, value, stored) : null\n  if (resolved?.ok) return { meaning: resolved.meaning as T, label: resolved.label }\n  errors[key] =\n    resolved?.ok === false ? resolved.error : 'Must be a value of the list, or its meaning'\n  return undefined\n}\n\nfunction readTaskInput(\n  body: Record<string, unknown>,\n  { partial }: { partial: boolean },\n  picklists: CrmTaskPicklists,\n  stored: Partial<CrmTask> | null = null,\n): { values: TaskInput } | { errors: Record<string, string> } {\n  const errors: Record<string, string> = {}\n  const values: TaskInput = {}\n  const allowed = new Set(TASK_WRITABLE)\n  if (!partial) allowed.add('consentSiteId')\n  refuseUnknownKeys(body, allowed, 'task', errors)\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  const notes = readOptionalText(body, 'notes', CRM_TEXT_MAX, errors)\n  if (notes !== undefined) values.notes = notes\n  const kind = readPicklistField<CrmTaskKind>(\n    body, 'kind', CRM_TASK_PICKLIST_IDS.type, picklists, stored?.typeLabel, errors,\n  )\n  if (kind) values.kind = kind\n  const priority = readPicklistField<CrmTaskPriority>(\n    body, 'priority', CRM_TASK_PICKLIST_IDS.priority, picklists, stored?.priorityLabel, errors,\n  )\n  if (priority) values.priority = priority\n  const status = readPicklistField<CrmTaskStatus>(\n    body, 'status', CRM_TASK_PICKLIST_IDS.status, picklists, stored?.statusLabel, errors,\n  )\n  if (status) values.status = status\n\n  if (body.dueAt !== undefined) {\n    if (body.dueAt === null) {\n      values.dueAtMs = null\n    } else {\n      const ms = parseIsoInstant(body.dueAt)\n      if (ms === null) {\n        errors.dueAt = 'Must be an ISO 8601 instant, like 2026-09-10T15:00:00Z'\n      } else {\n        values.dueAtMs = ms\n      }\n    }\n  }\n\n  if (body.remindAt !== undefined) {\n    if (body.remindAt === null) {\n      values.remindAtMs = null\n    } else {\n      const ms = parseIsoInstant(body.remindAt)\n      if (ms === null) {\n        errors.remindAt = 'Must be an ISO 8601 instant, like 2026-09-10T14:00:00Z'\n      } else {\n        values.remindAtMs = ms\n      }\n    }\n  }\n\n  const assigneeUid = readOptionalText(body, 'assigneeUid', CRM_TITLE_MAX, errors)\n  if (assigneeUid !== undefined) values.assigneeUid = assigneeUid\n  for (const field of ['contactId', 'companyId', 'dealId'] as const) {\n    const id = readRefId(body, field, errors)\n    if (id !== undefined) values[field] = id\n  }\n\n  return Object.keys(errors).length ? { errors } : { values }\n}\n\nasync function taskRefErrors(\n  ctx: ApiV1Context,\n  values: TaskInput,\n): Promise<Record<string, string>> {\n  const [assignee, refs] = await Promise.all([\n    memberError(ctx, 'assigneeUid', values.assigneeUid),\n    crmRefErrors(ctx, {\n      contactId: values.contactId ?? undefined,\n      companyId: values.companyId ?? undefined,\n      dealId: values.dealId ?? undefined,\n    }),\n  ])\n  return { ...assignee, ...refs }\n}\n\n/**\n * The records the task names carry `nextTaskAtMs` (AGL-2661), recomputed\n * after every write here from BOTH sides of the change. Its own catch: the\n * task write is done, and a figure that did not move is what the Fields\n * section's recompute is for, not a failed request.\n */\nasync function settleNextActivity(\n  ctx: ApiV1Context,\n  links: readonly (Record<string, unknown> | null | undefined)[],\n): Promise<void> {\n  try {\n    await recomputeCrmNextTaskAt(\n      ctx.firestore,\n      ctx.orgId,\n      links.map((link) => crmNextActivityLinksOf(link)),\n    )\n  } catch (error) {\n    console.error('[api-v1] next activity could not be recomputed', ctx.orgId, error)\n  }\n}\n\n/** `POST /v1/tasks`. */\nasync function createTask(request: Request, ctx: ApiV1Context): Promise<Response> {\n  const body = await readJsonBody(request)\n  const picklists = await taskPicklistsOf(ctx)\n  const parsed = readTaskInput(body, { partial: false }, picklists)\n  if ('errors' in parsed) return crmValidationFailed(ctx, 'task', parsed.errors)\n  const site = readCrmSite(ctx, 'task', body)\n  if ('response' in site) return site.response\n  const refErrors = await taskRefErrors(ctx, parsed.values)\n  if (Object.keys(refErrors).length) return crmValidationFailed(ctx, 'task', refErrors)\n\n  const collection = crmCollection(ctx, CRM_COLLECTIONS.tasks)\n  const claimed = await claimWrite(\n    ctx,\n    '*',\n    request.headers.get('Idempotency-Key'),\n    'tasks',\n  )\n  if ('replay' in claimed) return claimed.replay\n  const { claim } = claimed\n\n  try {\n    const { title, kind: pickedKind, priority: pickedPriority, status: pickedStatus, remindAtMs, ...rest } =\n      parsed.values\n    const kind = pickedKind?.meaning ?? 'todo'\n    const priority = pickedPriority?.meaning ?? 'normal'\n    const status = pickedStatus?.meaning ?? 'open'\n    const id = createResourceUid()\n    const stamp = crmCreateStamp(ctx, site.siteId)\n    const record: Record<string, unknown> = {\n      title,\n      // Each meaning with the org's label beside it (AGL-3517).\n      kind,\n      typeLabel: pickedKind ? pickedKind.label : crmPicklistLabelForNew(picklists.type, kind),\n      priority,\n      priorityLabel: pickedPriority\n        ? pickedPriority.label\n        : crmPicklistLabelForNew(picklists.priority, priority),\n      status,\n      statusLabel: pickedStatus\n        ? pickedStatus.label\n        : crmPicklistLabelForNew(picklists.status, status),\n      // A task created done was completed the instant it was created — the\n      // same instant its `createdAt` carries.\n      ...(status === 'done' ? { completedAtMs: stamp.createdAt.toMillis() } : {}),\n      ...createPayload({\n        ...rest,\n        // A reminder on a task created done is owed to nobody.\n        remindAtMs:\n          status === 'done'\n            ? null\n            : crmTaskReminderAfterEdit({\n                dueAtMs: rest.dueAtMs ?? null,\n                remindAtMs,\n                previous: null,\n              }),\n      }),\n      /*\n       * Stored as `null` when the body names none, never left absent: every\n       * tasks list orders by `dueAtMs`, and Firestore leaves a document\n       * without the ordered field out of the answer (AGL-3321).\n       */\n      dueAtMs: rest.dueAtMs ?? null,\n      ...stamp,\n    }\n    // What the console's Tasks list searches by (AGL-3321).\n    await collection.doc(id).create({ ...record, ...crmTaskListFields(record) })\n    await settleNextActivity(ctx, [rest as Record<string, unknown>])\n    const view = taskView(await collection.doc(id).get(), picklists)\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/tasks/{id}`. */\nasync function updateTask(\n  request: Request,\n  ctx: ApiV1Context,\n  ref: FirebaseFirestore.DocumentReference,\n): Promise<Response> {\n  const body = await readJsonBody(request)\n  const snap = await ref.get()\n  if (!snap.exists) {\n    return ApiErrors.notFound({ message: 'No such task', headers: ctx.headers })\n  }\n  const picklists = await taskPicklistsOf(ctx)\n  const parsed = readTaskInput(body, { partial: true }, picklists, snap.data() as Partial<CrmTask>)\n  if ('errors' in parsed) return crmValidationFailed(ctx, 'task', parsed.errors)\n  const refErrors = await taskRefErrors(ctx, parsed.values)\n  if (Object.keys(refErrors).length) return crmValidationFailed(ctx, 'task', refErrors)\n\n  const { status: pickedStatus, kind: pickedKind, priority: pickedPriority, remindAtMs, ...rest } =\n    parsed.values\n  const update: Record<string, unknown> = updatePayload(rest)\n  // Each meaning with the org's label beside it (AGL-3517).\n  if (pickedKind) {\n    update.kind = pickedKind.meaning\n    update.typeLabel = pickedKind.label\n  }\n  if (pickedPriority) {\n    update.priority = pickedPriority.meaning\n    update.priorityLabel = pickedPriority.label\n  }\n  // A cleared due date is stored `null`, not deleted — see the create.\n  if (rest.dueAtMs === null) update.dueAtMs = null\n  // One instant for the write: a task completed at T reads updated at T.\n  const now = Timestamp.now()\n  const status = pickedStatus?.meaning\n  const completing = status === 'done' && status !== snap.get('status')\n  if (pickedStatus) update.statusLabel = pickedStatus.label\n  if (status !== undefined && status !== snap.get('status')) {\n    update.status = status\n    update.completedAtMs = status === 'done' ? now.toMillis() : null\n  }\n  /*\n   * The reminder the edit leaves: what the body said, else the rule over\n   * the stored task and the due date this PATCH moves it to. Completion\n   * clears one still owed. A reminder that MOVED — to a time or to none —\n   * is one not yet sent, so the runner's mark comes off with it; one that\n   * stayed keeps its mark.\n   */\n  const stored = snap.data() as Partial<CrmTask>\n  const previous = {\n    dueAtMs: typeof stored.dueAtMs === 'number' ? stored.dueAtMs : null,\n    remindAtMs: typeof stored.remindAtMs === 'number' ? stored.remindAtMs : null,\n  }\n  const nextRemindAtMs =\n    completing && crmTaskReminderPending(stored)\n      ? null\n      : crmTaskReminderAfterEdit({\n          dueAtMs: rest.dueAtMs === undefined ? previous.dueAtMs : rest.dueAtMs,\n          remindAtMs,\n          previous,\n        })\n  if (nextRemindAtMs !== previous.remindAtMs) {\n    update.remindAtMs = nextRemindAtMs === null ? FieldValue.delete() : nextRemindAtMs\n    update.reminderSentAtMs = FieldValue.delete()\n  }\n  if (Object.keys(update).length > 0) {\n    await ref.update({ ...update, updatedAt: now })\n    await settleNextActivity(ctx, [snap.data(), rest as Record<string, unknown>])\n    // What the console's Tasks list searches (AGL-3321).\n    if ('title' in update) await restampCrmListFieldsAt(ref, 'crmTasks')\n  }\n  return apiJson(taskView(await ref.get(), picklists), { headers: ctx.headers })\n}\n\n/** `DELETE /v1/tasks/{id}`. */\nasync function deleteTask(\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    'task-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 task', headers: ctx.headers })\n    }\n    // Read before the delete: the records it named are recomputed without it.\n    const named = snap.data()\n    await ref.delete()\n    await settleNextActivity(ctx, [named])\n    const view = { id: ref.id, object: 'task', 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/** `GET /v1/tasks` filters, most selective first. */\nasync function listTasks(\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() !== '' && !(TASK_STATUSES as readonly string[]).includes(rawStatus.trim())) {\n    return crmValidationFailed(ctx, 'task filter', {\n      status: `Must be one of: ${TASK_STATUSES.join(', ')}`,\n    })\n  }\n  const filters = readEqualityFilters(url, [\n    'dealId',\n    'contactId',\n    'companyId',\n    'assigneeUid',\n    'status',\n  ])\n  const picklists = await taskPicklistsOf(ctx)\n  return listCrm(ctx, collection, url, filters, (doc) => taskView(doc, picklists))\n}\n\nexport async function handleTasks(\n  request: Request,\n  ctx: ApiV1Context,\n  segments: string[],\n  url: URL,\n): Promise<Response> {\n  const collection = crmCollection(ctx, CRM_COLLECTIONS.tasks)\n  const [, taskId] = segments\n\n  if (!taskId) {\n    if (request.method === 'GET') {\n      const denied = requireScope(ctx, 'crm:read')\n      if (denied) return denied\n      return listTasks(ctx, collection, url)\n    }\n    if (request.method === 'POST') {\n      const denied = requireScope(ctx, 'crm:write')\n      if (denied) return denied\n      return createTask(request, ctx)\n    }\n    return ApiErrors.methodNotAllowed({\n      headers: { ...ctx.headers, Allow: 'GET, POST' },\n    })\n  }\n\n  const ref = 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/server/api-v1/crm-tasks.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/tasks` (AGL-2606) — what the team owes a person: a call, an email, a\n * meeting or a to-do, with a due date, pointing at the contact, company or\n * deal it is for. A task may point at nothing — a plain to-do is still a\n * task — which is the one place it differs from an activity.\n *\n * `status` is the only state machine here and it has two states. Marking a\n * task `done` stamps `completedAtMs`; marking it `open` again clears it, so\n * a reopened task never reads as completed on the date it was first closed.\n *\n * `remindAt` (AGL-2659) is the task's reminder: the due time unless the\n * body names a time or `null`, carried along when a moved due date leaves\n * it behind, and cleared by completion while it is still owed — the rule\n * in `crmTaskReminderAfterEdit`, the same one the console's drawer keeps.\n * `reminderSentAt` is read-only: when the hourly runner handled it.\n *\n * `kind`, `priority` and `status` (AGL-3517) take a value of the org's\n * Type, Priority or Status picklist — its label, \"In Progress\" — or the\n * meaning behind it, `open`; the task stores both, and answers the meaning\n * under the field's own name with the label beside it as `typeLabel`,\n * `priorityLabel` and `statusLabel`.\n */\nimport {\n  CRM_COLLECTIONS,\n  CRM_TASK_PICKLIST_IDS,\n  type CrmPicklistId,\n  crmPicklistLabelForNew,\n  type CrmTask,\n  type CrmTaskKind,\n  type CrmTaskPicklists,\n  crmTaskPicklistLabels,\n  type CrmTaskPriority,\n  type CrmTaskStatus,\n  createResourceUid,\n  crmTaskListFields,\n  resolveCrmSemanticPicklistWrite,\n} from '@aglyn/aglyn/server'\nimport {\n  apiJson,\n  ApiErrors,\n  restampCrmListFieldsAt,\n} 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 {\n  type Clearable,\n  CRM_TEXT_MAX,\n  CRM_TITLE_MAX,\n  createPayload,\n  crmCollection,\n  crmCreateStamp,\n  crmRefErrors,\n  crmTimes,\n  crmValidationFailed,\n  isoFromMs,\n  listCrm,\n  memberError,\n  parseIsoInstant,\n  readCrmSite,\n  readEqualityFilters,\n  readOptionalText,\n  readRefId,\n  refuseUnknownKeys,\n  updatePayload,\n} from './crm-shared'\nimport { readCrmTaskPicklists } from '../read-picklist'\nimport { crmTaskReminderAfterEdit, crmTaskReminderPending } from '../../model/crm-task-reminders'\nimport { crmNextActivityLinksOf, recomputeCrmNextTaskAt } from '../crm-next-activity'\n\nconst TASK_STATUSES = ['open', 'done'] as const\n\n/** The org's task picklists, read once for a request. */\nconst taskPicklistsOf = (ctx: ApiV1Context): Promise<CrmTaskPicklists> =>\n  readCrmTaskPicklists(ctx.firestore, ctx.orgId)\n\n/** The task object as published. Every writable field appears here. */\nfunction taskView(doc: FirebaseFirestore.DocumentSnapshot, picklists: CrmTaskPicklists) {\n  const data = (doc.data() ?? {}) as Partial<CrmTask>\n  const labels = crmTaskPicklistLabels(data, picklists)\n  return {\n    id: doc.id,\n    object: 'task',\n    title: data.title ?? null,\n    notes: data.notes ?? null,\n    kind: data.kind ?? 'todo',\n    typeLabel: labels.type,\n    priority: data.priority ?? 'normal',\n    priorityLabel: labels.priority,\n    status: data.status ?? 'open',\n    statusLabel: labels.status,\n    dueAt: isoFromMs(data.dueAtMs),\n    remindAt: isoFromMs(data.remindAtMs),\n    reminderSentAt: isoFromMs(data.reminderSentAtMs),\n    completedAt: isoFromMs(data.completedAtMs),\n    assigneeUid: data.assigneeUid ?? null,\n    contactId: data.contactId ?? null,\n    companyId: data.companyId ?? null,\n    dealId: data.dealId ?? null,\n    siteId: data.hostId ?? null,\n    ...crmTimes(data as FirebaseFirestore.DocumentData),\n  }\n}\n\nconst TASK_WRITABLE = new Set([\n  'title',\n  'notes',\n  'kind',\n  'priority',\n  'status',\n  'dueAt',\n  'remindAt',\n  'assigneeUid',\n  'contactId',\n  'companyId',\n  'dealId',\n])\n\n/** A picklist field as resolved: the meaning stored under its name, the label beside it. */\ninterface Picked<T extends string> {\n  meaning: T\n  label: string | null\n}\n\ninterface TaskInput {\n  title?: string\n  notes?: Clearable<string>\n  kind?: Picked<CrmTaskKind>\n  priority?: Picked<CrmTaskPriority>\n  status?: Picked<CrmTaskStatus>\n  dueAtMs?: Clearable<number>\n  remindAtMs?: Clearable<number>\n  assigneeUid?: Clearable<string>\n  contactId?: Clearable<string>\n  companyId?: Clearable<string>\n  dealId?: Clearable<string>\n}\n\n/**\n * A Type, Priority or Status as the body names it — a label or a meaning —\n * against the org's list; the stored label is kept when the body names it\n * again. Absent answers `undefined`; anything the list does not hold is an\n * error naming the values it does.\n */\nfunction readPicklistField<T extends string>(\n  body: Record<string, unknown>,\n  key: 'kind' | 'priority' | 'status',\n  id: CrmPicklistId,\n  picklists: CrmTaskPicklists,\n  stored: string | null | undefined,\n  errors: Record<string, string>,\n): Picked<T> | undefined {\n  const value = body[key]\n  if (value === undefined) return undefined\n  const list =\n    key === 'kind' ? picklists.type : key === 'priority' ? picklists.priority : picklists.status\n  const resolved =\n    typeof value === 'string' ? resolveCrmSemanticPicklistWrite(id, list, value, stored) : null\n  if (resolved?.ok) return { meaning: resolved.meaning as T, label: resolved.label }\n  errors[key] =\n    resolved?.ok === false ? resolved.error : 'Must be a value of the list, or its meaning'\n  return undefined\n}\n\nfunction readTaskInput(\n  body: Record<string, unknown>,\n  { partial }: { partial: boolean },\n  picklists: CrmTaskPicklists,\n  stored: Partial<CrmTask> | null = null,\n): { values: TaskInput } | { errors: Record<string, string> } {\n  const errors: Record<string, string> = {}\n  const values: TaskInput = {}\n  const allowed = new Set(TASK_WRITABLE)\n  if (!partial) allowed.add('consentSiteId')\n  refuseUnknownKeys(body, allowed, 'task', errors)\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  const notes = readOptionalText(body, 'notes', CRM_TEXT_MAX, errors)\n  if (notes !== undefined) values.notes = notes\n  const kind = readPicklistField<CrmTaskKind>(\n    body, 'kind', CRM_TASK_PICKLIST_IDS.type, picklists, stored?.typeLabel, errors,\n  )\n  if (kind) values.kind = kind\n  const priority = readPicklistField<CrmTaskPriority>(\n    body, 'priority', CRM_TASK_PICKLIST_IDS.priority, picklists, stored?.priorityLabel, errors,\n  )\n  if (priority) values.priority = priority\n  const status = readPicklistField<CrmTaskStatus>(\n    body, 'status', CRM_TASK_PICKLIST_IDS.status, picklists, stored?.statusLabel, errors,\n  )\n  if (status) values.status = status\n\n  if (body.dueAt !== undefined) {\n    if (body.dueAt === null) {\n      values.dueAtMs = null\n    } else {\n      const ms = parseIsoInstant(body.dueAt)\n      if (ms === null) {\n        errors.dueAt = 'Must be an ISO 8601 instant, like 2026-09-10T15:00:00Z'\n      } else {\n        values.dueAtMs = ms\n      }\n    }\n  }\n\n  if (body.remindAt !== undefined) {\n    if (body.remindAt === null) {\n      values.remindAtMs = null\n    } else {\n      const ms = parseIsoInstant(body.remindAt)\n      if (ms === null) {\n        errors.remindAt = 'Must be an ISO 8601 instant, like 2026-09-10T14:00:00Z'\n      } else {\n        values.remindAtMs = ms\n      }\n    }\n  }\n\n  const assigneeUid = readOptionalText(body, 'assigneeUid', CRM_TITLE_MAX, errors)\n  if (assigneeUid !== undefined) values.assigneeUid = assigneeUid\n  for (const field of ['contactId', 'companyId', 'dealId'] as const) {\n    const id = readRefId(body, field, errors)\n    if (id !== undefined) values[field] = id\n  }\n\n  return Object.keys(errors).length ? { errors } : { values }\n}\n\nasync function taskRefErrors(\n  ctx: ApiV1Context,\n  values: TaskInput,\n): Promise<Record<string, string>> {\n  const [assignee, refs] = await Promise.all([\n    memberError(ctx, 'assigneeUid', values.assigneeUid),\n    crmRefErrors(ctx, {\n      contactId: values.contactId ?? undefined,\n      companyId: values.companyId ?? undefined,\n      dealId: values.dealId ?? undefined,\n    }),\n  ])\n  return { ...assignee, ...refs }\n}\n\n/**\n * The records the task names carry `nextTaskAtMs` (AGL-2661), recomputed\n * after every write here from BOTH sides of the change. Its own catch: the\n * task write is done, and a figure that did not move is what the Fields\n * section's recompute is for, not a failed request.\n */\nasync function settleNextActivity(\n  ctx: ApiV1Context,\n  links: readonly (Record<string, unknown> | null | undefined)[],\n): Promise<void> {\n  try {\n    await recomputeCrmNextTaskAt(\n      ctx.firestore,\n      ctx.orgId,\n      links.map((link) => crmNextActivityLinksOf(link)),\n    )\n  } catch (error) {\n    console.error('[api-v1] next activity could not be recomputed', ctx.orgId, error)\n  }\n}\n\n/** `POST /v1/tasks`. */\nasync function createTask(request: Request, ctx: ApiV1Context): Promise<Response> {\n  const body = await readJsonBody(request)\n  const picklists = await taskPicklistsOf(ctx)\n  const parsed = readTaskInput(body, { partial: false }, picklists)\n  if ('errors' in parsed) return crmValidationFailed(ctx, 'task', parsed.errors)\n  const site = readCrmSite(ctx, 'task', body)\n  if ('response' in site) return site.response\n  const refErrors = await taskRefErrors(ctx, parsed.values)\n  if (Object.keys(refErrors).length) return crmValidationFailed(ctx, 'task', refErrors)\n\n  const collection = crmCollection(ctx, CRM_COLLECTIONS.tasks)\n  const claimed = await claimWrite(\n    ctx,\n    '*',\n    request.headers.get('Idempotency-Key'),\n    'tasks',\n  )\n  if ('replay' in claimed) return claimed.replay\n  const { claim } = claimed\n\n  try {\n    const { title, kind: pickedKind, priority: pickedPriority, status: pickedStatus, remindAtMs, ...rest } =\n      parsed.values\n    const kind = pickedKind?.meaning ?? 'todo'\n    const priority = pickedPriority?.meaning ?? 'normal'\n    const status = pickedStatus?.meaning ?? 'open'\n    const id = createResourceUid()\n    const stamp = crmCreateStamp(ctx, site.siteId)\n    const record: Record<string, unknown> = {\n      title,\n      // Each meaning with the org's label beside it (AGL-3517).\n      kind,\n      typeLabel: pickedKind ? pickedKind.label : crmPicklistLabelForNew(picklists.type, kind),\n      priority,\n      priorityLabel: pickedPriority\n        ? pickedPriority.label\n        : crmPicklistLabelForNew(picklists.priority, priority),\n      status,\n      statusLabel: pickedStatus\n        ? pickedStatus.label\n        : crmPicklistLabelForNew(picklists.status, status),\n      // A task created done was completed the instant it was created — the\n      // same instant its `createdAt` carries.\n      ...(status === 'done' ? { completedAtMs: stamp.createdAt.toMillis() } : {}),\n      ...createPayload({\n        ...rest,\n        // A reminder on a task created done is owed to nobody.\n        remindAtMs:\n          status === 'done'\n            ? null\n            : crmTaskReminderAfterEdit({\n                dueAtMs: rest.dueAtMs ?? null,\n                remindAtMs,\n                previous: null,\n              }),\n      }),\n      /*\n       * Stored as `null` when the body names none, never left absent: every\n       * tasks list orders by `dueAtMs`, and Firestore leaves a document\n       * without the ordered field out of the answer (AGL-3321).\n       */\n      dueAtMs: rest.dueAtMs ?? null,\n      ...stamp,\n    }\n    // What the console's Tasks list searches by (AGL-3321).\n    await collection.doc(id).create({ ...record, ...crmTaskListFields(record) })\n    await settleNextActivity(ctx, [rest as Record<string, unknown>])\n    const view = taskView(await collection.doc(id).get(), picklists)\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/tasks/{id}`. */\nasync function updateTask(\n  request: Request,\n  ctx: ApiV1Context,\n  ref: FirebaseFirestore.DocumentReference,\n): Promise<Response> {\n  const body = await readJsonBody(request)\n  const snap = await ref.get()\n  if (!snap.exists) {\n    return ApiErrors.notFound({ message: 'No such task', headers: ctx.headers })\n  }\n  const picklists = await taskPicklistsOf(ctx)\n  const parsed = readTaskInput(body, { partial: true }, picklists, snap.data() as Partial<CrmTask>)\n  if ('errors' in parsed) return crmValidationFailed(ctx, 'task', parsed.errors)\n  const refErrors = await taskRefErrors(ctx, parsed.values)\n  if (Object.keys(refErrors).length) return crmValidationFailed(ctx, 'task', refErrors)\n\n  const { status: pickedStatus, kind: pickedKind, priority: pickedPriority, remindAtMs, ...rest } =\n    parsed.values\n  const update: Record<string, unknown> = updatePayload(rest)\n  // Each meaning with the org's label beside it (AGL-3517).\n  if (pickedKind) {\n    update.kind = pickedKind.meaning\n    update.typeLabel = pickedKind.label\n  }\n  if (pickedPriority) {\n    update.priority = pickedPriority.meaning\n    update.priorityLabel = pickedPriority.label\n  }\n  // A cleared due date is stored `null`, not deleted — see the create.\n  if (rest.dueAtMs === null) update.dueAtMs = null\n  // One instant for the write: a task completed at T reads updated at T.\n  const now = Timestamp.now()\n  const status = pickedStatus?.meaning\n  const completing = status === 'done' && status !== snap.get('status')\n  if (pickedStatus) update.statusLabel = pickedStatus.label\n  if (status !== undefined && status !== snap.get('status')) {\n    update.status = status\n    update.completedAtMs = status === 'done' ? now.toMillis() : null\n  }\n  /*\n   * The reminder the edit leaves: what the body said, else the rule over\n   * the stored task and the due date this PATCH moves it to. Completion\n   * clears one still owed. A reminder that MOVED — to a time or to none —\n   * is one not yet sent, so the runner's mark comes off with it; one that\n   * stayed keeps its mark.\n   */\n  const stored = snap.data() as Partial<CrmTask>\n  const previous = {\n    dueAtMs: typeof stored.dueAtMs === 'number' ? stored.dueAtMs : null,\n    remindAtMs: typeof stored.remindAtMs === 'number' ? stored.remindAtMs : null,\n  }\n  const nextRemindAtMs =\n    completing && crmTaskReminderPending(stored)\n      ? null\n      : crmTaskReminderAfterEdit({\n          dueAtMs: rest.dueAtMs === undefined ? previous.dueAtMs : rest.dueAtMs,\n          remindAtMs,\n          previous,\n        })\n  if (nextRemindAtMs !== previous.remindAtMs) {\n    update.remindAtMs = nextRemindAtMs === null ? FieldValue.delete() : nextRemindAtMs\n    update.reminderSentAtMs = FieldValue.delete()\n  }\n  if (Object.keys(update).length > 0) {\n    await ref.update({ ...update, updatedAt: now })\n    await settleNextActivity(ctx, [snap.data(), rest as Record<string, unknown>])\n    // What the console's Tasks list searches (AGL-3321).\n    if ('title' in update) await restampCrmListFieldsAt(ref, 'crmTasks')\n  }\n  return apiJson(taskView(await ref.get(), picklists), { headers: ctx.headers })\n}\n\n/** `DELETE /v1/tasks/{id}`. */\nasync function deleteTask(\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    'task-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 task', headers: ctx.headers })\n    }\n    // Read before the delete: the records it named are recomputed without it.\n    const named = snap.data()\n    await ref.delete()\n    await settleNextActivity(ctx, [named])\n    const view = { id: ref.id, object: 'task', 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/** `GET /v1/tasks` filters, most selective first. */\nasync function listTasks(\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() !== '' && !(TASK_STATUSES as readonly string[]).includes(rawStatus.trim())) {\n    return crmValidationFailed(ctx, 'task filter', {\n      status: `Must be one of: ${TASK_STATUSES.join(', ')}`,\n    })\n  }\n  const filters = readEqualityFilters(url, [\n    'dealId',\n    'contactId',\n    'companyId',\n    'assigneeUid',\n    'status',\n  ])\n  const picklists = await taskPicklistsOf(ctx)\n  return listCrm(ctx, collection, url, filters, (doc) => taskView(doc, picklists))\n}\n\nexport async function handleTasks(\n  request: Request,\n  ctx: ApiV1Context,\n  segments: string[],\n  url: URL,\n): Promise<Response> {\n  const collection = crmCollection(ctx, CRM_COLLECTIONS.tasks)\n  const [, taskId] = segments\n\n  if (!taskId) {\n    if (request.method === 'GET') {\n      const denied = requireScope(ctx, 'crm:read')\n      if (denied) return denied\n      return listTasks(ctx, collection, url)\n    }\n    if (request.method === 'POST') {\n      const denied = requireScope(ctx, 'crm:write')\n      if (denied) return denied\n      return createTask(request, ctx)\n    }\n    return ApiErrors.methodNotAllowed({\n      headers: { ...ctx.headers, Allow: 'GET, POST' },\n    })\n  }\n\n  const ref = 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package/src/lib/server/assign-contact-owner.d.ts

@@ -97,7 +97,7 @@ export interface ReassignmentInput extends OwnerAssignmentInput {
     assign: CrmAssignmentTarget;
 }
 /** Why an assignment assigned nobody — the automation reports these verbatim. */
-export type OwnerAssignmentRefusal = 'no-org' | 'no-contact' | 'no-rule' | 'empty-pool' | 'not-a-member' | 'failed';
+export type OwnerAssignmentRefusal = 'no-org' | 'no-contact' | 'no-lead' | 'no-rule' | 'empty-pool' | 'not-a-member' | 'failed';
 /** What decided an assignment: a rule, the site default, the step's member, or the rotation. */
 export type OwnerAssignedBy = 'rule' | 'default' | 'member' | 'roundRobin';
 export type OwnerAssignment = {
@@ -159,4 +159,30 @@ export declare function assignOwnerForCapture(input: CaptureAssignmentInput): Pr
  * owner the record already has changes nothing and tells nobody.
  */
 export declare function reassignContactOwner(input: ReassignmentInput): Promise<OwnerAssignment>;
+/** The deliberate assignment of a LEAD the site holds and no contact has absorbed yet. */
+export interface LeadReassignmentInput {
+    hostId: string;
+    /** `orgs/{orgId}/leads/{leadId}` — the person's key. */
+    leadId: string;
+    assign: CrmAssignmentTarget;
+    /** As {@link OwnerAssignmentInput.actorUid}: never told about their own choice. */
+    actorUid?: string | null;
+}
+/**
+ * {@link reassignContactOwner} for a person who is still a LEAD (AGL-3458).
+ *
+ * A lead-routed form files a lead and no contact (AGL-3232), so an
+ * automation welcoming that person — "assign an owner, then book them a
+ * call" — has only the lead to act on. The owner is the lead's own
+ * `ownerUid`, the field the Leads list's Owner column and filter read and a
+ * conversion hands to the contact. Same transaction shape as a contact's:
+ * the org document, the lead and every roster candidate are read inside it,
+ * and the round-robin pointer moves in the commit that writes the owner, so
+ * a lead and a contact assigned at the same moment take two different
+ * members of the one rotation.
+ *
+ * Never rejects; a failure is logged and answered as `none`, which the
+ * automation records as the step's error.
+ */
+export declare function reassignLeadOwner(input: LeadReassignmentInput): Promise<OwnerAssignment>;
 export default assignOwnerForCapture;

package/src/lib/server/assign-contact-owner.js

@@ -20,6 +20,7 @@ import { FieldValue } from "firebase-admin/firestore";
 /** The words the run history and the log give each refusal. */ export const OWNER_ASSIGNMENT_REFUSALS = {
     'no-org': 'this site has no organization',
     'no-contact': 'the contact no longer exists',
+    'no-lead': 'the lead no longer exists',
     'no-rule': 'no assignment rule matched and the site has no default owner',
     'empty-pool': 'the round-robin pool has nobody on the roster in it',
     'not-a-member': 'the owner named is not on the team',
@@ -88,6 +89,46 @@ import { FieldValue } from "firebase-admin/firestore";
     });
     return true;
 }
+/**
+ * The roster checks one assignment transaction makes: whether a uid is on the
+ * team, and who a target names — a member as named, or the next member of
+ * the round-robin pool who is still on the roster. One read per candidate
+ * per attempt; a retried transaction builds a fresh one and reads afresh, as
+ * it must.
+ */ function rosterResolver(tx, membersRef, settings) {
+    const onRoster = new Map();
+    const isMember = (uid)=>{
+        let known = onRoster.get(uid);
+        if (!known) {
+            known = tx.get(membersRef.doc(uid)).then((snapshot)=>snapshot.exists);
+            onRoster.set(uid, known);
+        }
+        return known;
+    };
+    const fromPool = async ()=>{
+        for (const uid of roundRobinOrder(settings.pool.memberUids, settings.pool.lastAssignedUid)){
+            if (await isMember(uid)) return uid;
+        }
+        return null;
+    };
+    const resolveTarget = async (target)=>{
+        if ('roundRobin' in target) {
+            const uid = await fromPool();
+            return uid ? {
+                uid,
+                advancePointer: true
+            } : null;
+        }
+        return await isMember(target.memberUid) ? {
+            uid: target.memberUid,
+            advancePointer: false
+        } : null;
+    };
+    return {
+        isMember,
+        resolveTarget
+    };
+}
 async function assignOwner(policy) {
     const { input } = policy;
     try {
@@ -137,36 +178,7 @@ async function assignOwner(policy) {
                 };
             }
             const settings = readCrmAssignmentSettings(org);
-            // One read per candidate per attempt; a retried transaction reads
-            // afresh, as it must.
-            const onRoster = new Map();
-            const isMember = (uid)=>{
-                let known = onRoster.get(uid);
-                if (!known) {
-                    known = tx.get(membersRef.doc(uid)).then((snapshot)=>snapshot.exists);
-                    onRoster.set(uid, known);
-                }
-                return known;
-            };
-            const fromPool = async ()=>{
-                for (const uid of roundRobinOrder(settings.pool.memberUids, settings.pool.lastAssignedUid)){
-                    if (await isMember(uid)) return uid;
-                }
-                return null;
-            };
-            const resolveTarget = async (target)=>{
-                if ('roundRobin' in target) {
-                    const uid = await fromPool();
-                    return uid ? {
-                        uid,
-                        advancePointer: true
-                    } : null;
-                }
-                return await isMember(target.memberUid) ? {
-                    uid: target.memberUid,
-                    advancePointer: false
-                } : null;
-            };
+            const { isMember, resolveTarget } = rosterResolver(tx, membersRef, settings);
             let decision = null;
             let refusal = 'no-rule';
             if (policy.kind === 'capture') {
@@ -335,6 +347,100 @@ async function assignOwner(policy) {
         input
     });
 }
+/**
+ * {@link reassignContactOwner} for a person who is still a LEAD (AGL-3458).
+ *
+ * A lead-routed form files a lead and no contact (AGL-3232), so an
+ * automation welcoming that person — "assign an owner, then book them a
+ * call" — has only the lead to act on. The owner is the lead's own
+ * `ownerUid`, the field the Leads list's Owner column and filter read and a
+ * conversion hands to the contact. Same transaction shape as a contact's:
+ * the org document, the lead and every roster candidate are read inside it,
+ * and the round-robin pointer moves in the commit that writes the owner, so
+ * a lead and a contact assigned at the same moment take two different
+ * members of the one rotation.
+ *
+ * Never rejects; a failure is logged and answered as `none`, which the
+ * automation records as the step's error.
+ */ export async function reassignLeadOwner(input) {
+    try {
+        const resolved = await getOrgForHost(input.hostId);
+        if (!resolved) return {
+            outcome: 'none',
+            reason: 'no-org'
+        };
+        const { orgId } = resolved;
+        const firestore = firebaseAdmin.app().firestore();
+        const orgRef = firestore.collection('orgs').doc(orgId);
+        const leadRef = orgRef.collection('leads').doc(input.leadId);
+        const membersRef = orgRef.collection('members');
+        let who = '';
+        const verdict = await firestore.runTransaction(async (tx)=>{
+            var _leadSnapshot_data, _lead_name, _lead_email, _lead_ownerUid, _orgSnapshot_data;
+            const [orgSnapshot, leadSnapshot] = await Promise.all([
+                tx.get(orgRef),
+                tx.get(leadRef)
+            ]);
+            if (!leadSnapshot.exists) return {
+                outcome: 'none',
+                reason: 'no-lead'
+            };
+            const lead = (_leadSnapshot_data = leadSnapshot.data()) != null ? _leadSnapshot_data : {};
+            who = String((_lead_name = lead['name']) != null ? _lead_name : '') || String((_lead_email = lead['email']) != null ? _lead_email : '');
+            const current = String((_lead_ownerUid = lead['ownerUid']) != null ? _lead_ownerUid : '');
+            const settings = readCrmAssignmentSettings((_orgSnapshot_data = orgSnapshot.data()) != null ? _orgSnapshot_data : {});
+            const { resolveTarget } = rosterResolver(tx, membersRef, settings);
+            const hit = await resolveTarget(input.assign);
+            if (!hit) {
+                return {
+                    outcome: 'none',
+                    reason: 'roundRobin' in input.assign ? 'empty-pool' : 'not-a-member'
+                };
+            }
+            if (hit.uid === current) return {
+                outcome: 'unchanged',
+                ownerUid: current
+            };
+            tx.update(leadRef, {
+                ownerUid: hit.uid,
+                updatedAt: FieldValue.serverTimestamp()
+            });
+            if (hit.advancePointer) {
+                tx.update(orgRef, {
+                    [CRM_ROUND_ROBIN_LAST_ASSIGNED_PATH]: hit.uid
+                });
+            }
+            return {
+                outcome: 'assigned',
+                ownerUid: hit.uid,
+                by: 'roundRobin' in input.assign ? 'roundRobin' : 'member',
+                leadMirrored: false,
+                notified: false
+            };
+        });
+        if (verdict.outcome !== 'assigned') return verdict;
+        const notified = await notifyRecordAssigned({
+            hostId: input.hostId,
+            orgId,
+            ownerUid: verdict.ownerUid,
+            actorUid: input.actorUid,
+            record: {
+                kind: 'lead',
+                id: input.leadId
+            },
+            who
+        });
+        return _extends({}, verdict, {
+            notified
+        });
+    } catch (error) {
+        console.error('assignLeadOwner failed', input.hostId, input.leadId, error);
+        return {
+            outcome: 'none',
+            reason: 'failed'
+        };
+    }
+}
 export default assignOwnerForCapture;
 
 //# sourceMappingURL=assign-contact-owner.js.map