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

package/src/lib/server/automation-steps.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/automation-steps.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  buildCrmEmailActivity,\n  checkEntitlement,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_TAG_MAX_LENGTH,\n  contactFacetPath,\n  CRM_ACTIVITY_LOG_FULL_MESSAGE,\n  CRM_COLLECTIONS,\n  crmActivityLogHasRoom,\n  type CrmActivity,\n  type CrmActivityDirection,\n  crmActivityDirection,\n  type CrmActivityLink,\n  type CrmTask,\n  type CrmTaskPriority,\n  crmEmailDeliveryTags,\n  crmScopeTokens,\n  crmTaskLabelsForNew,\n  crmTaskListFields,\n  crmTaskReminderAfterEdit,\n  normalizeContactEmail,\n  parseCrmMemberRef,\n  planLabelGrantingFeature,\n  readContactFacet,\n  visibleToHost,\n} from '@aglyn/aglyn/server'\nimport type {\n  PluginRecordEmailPrepareRequest,\n  PluginRecordPreparedEmail,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-timeline'\nimport type {\n  ServerStepAnswer,\n  ServerStepRequest,\n} from '@aglyn/aglyn/plugin-manager/plugin-server-steps'\nimport {\n  consentGroupForSite,\n  countCrmActivitiesForRecord,\n  firebaseAdmin,\n  newCrmActivityRef,\n  orgDataQueryForHost,\n  recomputeCrmNextTaskAt,\n  restampCrmListFieldsAt,\n  writeCrmEmailActivity,\n} from '@aglyn/tenant-data-admin'\n// The leaf, not the barrel: the specs substitute the barrel wholesale, and\n// the lookup must reach the real index logic under them.\nimport { findContactByEmail } from '@aglyn/tenant-data-admin/server/contact-email-index'\nimport { FieldValue } from 'firebase-admin/firestore'\n// The leaf, not the runtime barrel: the specs substitute it.\nimport {\n  OWNER_ASSIGNMENT_REFUSALS,\n  reassignContactOwner,\n} from './assign-contact-owner'\nimport type { InteractionStepGuard } from '@aglyn/aglyn/app-utils/site-interactions'\nimport type { ContactLifecycleStage, CrmActivityKind, CrmTaskKind } from '@aglyn/aglyn/app-utils/crm-kinds'\nimport type { CRM_STEP_TYPES } from '../constants/bundle-common'\nimport { readCrmTaskPicklists } from './read-picklist'\nimport { CRM_SUITE_FEATURE } from './suite-gate'\n\n/**\n * THE AUTOMATION STEPS THAT WRITE THE CRM (AGL-2605), run for the automation\n * engine through the platform's server-step seam (`plugin-server-steps`,\n * AGL-3080): `setContactStage`, `addContactTag`, `assignContactOwner`,\n * `createCrmTask` and `logCrmActivity`.\n *\n * The engine keeps the step's guard, the run's order, its history and the\n * nesting cap; this answers what the step did. A refusal is ANSWERED as\n * `error`, never thrown, and its words are the line the run history carries —\n * the same words the engine wrote when these steps were its own.\n *\n * The five share one shape no other step has: each begins by finding THE\n * PERSON the event is about, and each writes either inside the site's facet on\n * that person or a record stamped with the site's scope. One resolver and one\n * scope expression, used five times, rather than five copies drifting apart.\n *\n * ## The person is the event's, never the step's\n *\n * A step carries no contact reference. The contact is whoever the event\n * names — by `contactId` when the emitting door knew the document, and by\n * `email` otherwise, which is what every pre-CRM event carries. Both lookups\n * are scoped to what THIS site may see: a document the id names but the site\n * cannot read is treated as absent, exactly as the scoped query would have\n * treated it, so an event replayed against the wrong site reaches nobody.\n *\n * ## A missing person is a reported no-op\n *\n * Nothing is written and the step's error names the reason, which lands in\n * the run summary beside the trigger — the same place \"why didn't it fire?\"\n * is answered for every other step. Silence here would make a mis-wired\n * trigger (a form with no email field) indistinguishable from a working one.\n *\n * ## The plan gate is the CRM's\n *\n * Every step is refused on a workspace whose plan does not carry the CRM,\n * into the run history with the tier that carries it, so a Free workspace\n * whose flow names a CRM step reads why the step did nothing rather than a\n * log that says it ran. The org document is the one the run's gate already\n * read, handed over with the step, so the check costs no read.\n *\n * The same module answers the record timeline's `prepareEmail` (AGL-2615): an\n * automation's email addressed to the contact the event is about is filed on\n * that contact's timeline — see {@link prepareCrmRecordEmail}.\n */\n\n/** One of the steps this module runs. */\nexport type CrmStepType = (typeof CRM_STEP_TYPES)[number]\n\n/**\n * A CRM step, as it is stored: the CRM's own shapes of the steps it runs. The\n * automation editor writes them and checks them; `apps/console/specs/\n * crm-automation-steps.spec.ts` runs what it writes through this module.\n */\nexport type CrmAutomationStep = (\n  | { type: 'setContactStage'; lifecycleStage: ContactLifecycleStage }\n  | { type: 'addContactTag'; tag: string }\n  | { type: 'assignContactOwner'; ownerUid?: string; ownerEmail?: string; roundRobin?: boolean }\n  | {\n      type: 'createCrmTask'\n      title: string\n      kind: CrmTaskKind\n      /** `normal` when absent — the steps written before priorities were (AGL-3517). */\n      priority?: CrmTaskPriority\n      dueInDays: number\n      assigneeUid?: string\n      assigneeEmail?: string\n    }\n  | {\n      type: 'logCrmActivity'\n      kind: CrmActivityKind\n      body: string\n      /** Which way a call or an email went (AGL-3517). */\n      direction?: CrmActivityDirection\n    }\n) & { when?: InteractionStepGuard | null } & { type: CrmStepType }\n\n/** The site, the plan and the org a step or an email is answered for. */\ninterface CrmStepEnv {\n  hostId: string\n  /** The owning org's billing doc, already read by the run's gate. */\n  org: unknown\n  orgId: string | null\n}\n\nconst DAY_MS = 24 * 60 * 60 * 1000\n\ninterface ResolvedContact {\n  id: string\n  ref: FirebaseFirestore.DocumentReference\n  data: Record<string, unknown>\n}\n\n/**\n * The contact an event names, as this site may see it.\n *\n * Id first, because a CRM event carries the document the door just wrote and\n * a lookup by id is a read, not a query. The address second, through the\n * org's address index narrowed to this site (AGL-2633), for every event that\n * predates the CRM and knows only who filled in the form — so an address a\n * merge folded into another record still reaches the person who now holds it.\n */\nasync function resolveEventContact(\n  hostId: string,\n  named: { contactId?: unknown; email?: unknown },\n): Promise<ResolvedContact | null> {\n  const { ref: contactsRef } = await orgDataQueryForHost(hostId, 'contacts')\n  const contactId = String(named.contactId ?? '').trim()\n  if (contactId) {\n    const doc = await contactsRef.doc(contactId).get()\n    if (doc.exists && visibleToHost(doc.get('visibleTo'), hostId)) {\n      return { id: doc.id, ref: doc.ref, data: doc.data() ?? {} }\n    }\n  }\n  const hit = await findContactByEmail(contactsRef, named.email, { hostId })\n  return hit ? { id: hit.id, ref: hit.ref, data: hit.data() ?? {} } : null\n}\n\n/**\n * The uid a step names for somebody on the team — an owner, an assignee —\n * resolved against the org's roster, whichever way the step named them.\n *\n * A step names a member by uid when a picker wrote it and by address when a\n * person typed it, and the editor's one text field accepts either — so both\n * fields are read through `parseCrmMemberRef`, and an address typed into the\n * uid slot or a uid typed into the address slot still names the person.\n *\n * Both are RESOLVED, not trusted. `orgs/{orgId}/members/{uid}` is keyed by the\n * uid, so a uid costs one document read and must exist: `ownerUid` and\n * `assigneeUid` are fields every reader resolves as a member, and a stranger's\n * uid in one is a task nobody on the team can find. An address is matched on\n * the roster's own `email` field, and two production paths create a member\n * document WITHOUT one (a host-access re-grant, and an add whose auth record\n * carried none) — such a member is named by uid, which is the reason the\n * editor takes one.\n *\n * The roster is the only directory consulted. A project-level Auth lookup by\n * address would resolve people who are not on this organization at all\n * (AGL-1122). A reference that resolves neither way is an error, not a stored\n * string.\n */\nasync function resolveMemberUid(\n  orgId: string | null,\n  named: { uid?: string; email?: string },\n  role: 'owner' | 'assignee',\n): Promise<{ uid: string; detail: string } | { error: string }> {\n  const ref = parseCrmMemberRef(named.uid) ?? parseCrmMemberRef(named.email)\n  if (!ref) return { error: `no ${role} named on the step` }\n  if (!orgId) return { error: 'this site has no organization' }\n  const members = firebaseAdmin\n    .app()\n    .firestore()\n    .collection('orgs')\n    .doc(orgId)\n    .collection('members')\n  if (ref.kind === 'uid') {\n    const member = await members.doc(ref.uid).get()\n    if (member.exists) return { uid: ref.uid, detail: ref.uid }\n    return { error: `no team member with the id ${ref.uid}` }\n  }\n  const byField = (await members.where('email', '==', ref.email).limit(1).get()).docs[0]\n  if (byField) return { uid: byField.id, detail: ref.email }\n  return { error: `no team member with the address ${ref.email}` }\n}\n\n/**\n * Runs one CRM step for the person the event names: the executor the CRM\n * registers on the server-step seam for every type in `CRM_STEP_TYPES`.\n *\n * Never throws for a plan without the CRM, a missing person, an unknown owner\n * or a site with no org — those are answered as `error` so the run records\n * them; a Firestore failure propagates, and the engine records it the same\n * way.\n */\nexport async function runCrmAutomationStep(\n  request: ServerStepRequest,\n  nowMs = Date.now(),\n): Promise<ServerStepAnswer> {\n  if (!checkEntitlement(request.org as Parameters<typeof checkEntitlement>[0], CRM_SUITE_FEATURE)) {\n    return { error: `CRM steps require the ${planLabelGrantingFeature(CRM_SUITE_FEATURE)} plan` }\n  }\n  const env: CrmStepEnv = { hostId: request.hostId, org: request.org, orgId: request.orgId }\n  const step = request.step as unknown as CrmAutomationStep\n  const actionId = request.run.id\n  const { hostId } = env\n  const contact = await resolveEventContact(hostId, request.payload)\n  if (!contact) {\n    const named = String(request.payload['contactId'] ?? request.payload['email'] ?? '').trim()\n    return {\n      error: named\n        ? `no contact this site can see for ${named}`\n        : 'the event names no contact — no contactId or email in its payload',\n    }\n  }\n  /*\n   * THE HOLDER whose facet the write addresses — the site's consent group,\n   * which is the site alone unless the org declared the site one of a set\n   * that presents as one sender. Same resolution the capture doors use, so a\n   * stage set here lands in the facet the console reads.\n   */\n  const group = await consentGroupForSite(hostId)\n  const facet = readContactFacet(contact.data, group.groupId)\n  const email = String(contact.data['email'] ?? '')\n\n  if (step.type === 'setContactStage') {\n    const previous = facet.lifecycleStage ?? ''\n    const label = CONTACT_LIFECYCLE_STAGE_LABELS[step.lifecycleStage]\n    /*\n     * A stage set to what it already is changes nothing and ANNOUNCES\n     * nothing. The write is skipped so the row's `updatedAt` does not move for\n     * a non-event, and the absent emit is what stops an action that sets the\n     * stage it listens for from re-running on its own write — the engine's\n     * nesting cap bounds that chain, this ends it at once.\n     */\n    if (previous === step.lifecycleStage) {\n      return { detail: `${label} (already)` }\n    }\n    await contact.ref.update({\n      [contactFacetPath(group.groupId, 'lifecycleStage')]: step.lifecycleStage,\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // The stage is what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(contact.ref, 'contacts')\n    /*\n     * A stage set by an automation IS a stage change, and the action\n     * listening for it must run — but through the engine's nesting cap, so\n     * the event is answered back for the engine to raise, never raised here.\n     */\n    return {\n      detail: label,\n      emit: {\n        event: 'contactStageChanged',\n        payload: {\n          contactId: contact.id,\n          email,\n          lifecycleStage: step.lifecycleStage,\n          previousStage: previous,\n        },\n      },\n    }\n  }\n\n  if (step.type === 'addContactTag') {\n    const tag = String(step.tag ?? '')\n      .trim()\n      .slice(0, CONTACT_TAG_MAX_LENGTH)\n    if (!tag) return { error: 'the step has no tag' }\n    // `arrayUnion`, so the tag a merchant already applied by hand is not\n    // duplicated and the tags beside it are kept.\n    await contact.ref.update({\n      [contactFacetPath(group.groupId, 'tags')]: FieldValue.arrayUnion(tag),\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // The tags are what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(contact.ref, 'contacts')\n    return { detail: tag }\n  }\n\n  if (step.type === 'assignContactOwner') {\n    /*\n     * Through the one server assignment (AGL-2618), in both of the step's\n     * modes, rather than a facet write of its own: the helper is what moves\n     * the round-robin pointer inside the transaction that writes the owner,\n     * mirrors the owner onto the site's lead, and tells the new owner. A\n     * member named on the step is still resolved here — by address against\n     * the roster, as before — and handed over by uid; the helper checks the\n     * roster document again, which is one read and the same answer.\n     */\n    let assign: { memberUid: string } | { roundRobin: true }\n    let named = 'round robin'\n    if (step.roundRobin === true) {\n      assign = { roundRobin: true }\n    } else {\n      const owner = await resolveMemberUid(\n        env.orgId,\n        { uid: step.ownerUid, email: step.ownerEmail },\n        'owner',\n      )\n      if ('error' in owner) return { error: owner.error }\n      assign = { memberUid: owner.uid }\n      named = owner.detail\n    }\n    const verdict = await reassignContactOwner({\n      hostId,\n      contactId: contact.id,\n      email,\n      assign,\n    })\n    if (verdict.outcome === 'none') {\n      return { error: OWNER_ASSIGNMENT_REFUSALS[verdict.reason] }\n    }\n    if (verdict.outcome === 'unchanged') {\n      return { detail: `${named} (already)` }\n    }\n    return {\n      detail: step.roundRobin === true ? `round robin → ${verdict.ownerUid}` : named,\n    }\n  }\n\n  // The two record creators: a task and an activity are documents of their\n  // own beside the contact, stamped with the scope a contact captured on this\n  // site would carry — `crmScopeTokens` is the create path's own expression,\n  // so a record an automation made is visible to exactly the sites a record a\n  // person made would be.\n  if (!env.orgId) return { error: 'this site has no organization' }\n  const orgRef = firebaseAdmin.app().firestore().collection('orgs').doc(env.orgId)\n  const visibleTo = crmScopeTokens((env.org ?? null) as Record<string, unknown> | null, group)\n  const links = {\n    contactId: contact.id,\n    ...(facet.companyId ? { companyId: facet.companyId } : {}),\n  }\n\n  if (step.type === 'createCrmTask') {\n    const title = String(step.title ?? '')\n      .trim()\n      .slice(0, 200)\n    if (!title) return { error: 'the task has no title' }\n    const dueInDays = Math.max(0, Math.round(Number(step.dueInDays) || 0))\n    /*\n     * The assignee the step names, else the person who OWNS the contact, else\n     * nobody. A follow-up task belongs to whoever holds the relationship, and\n     * an automation that had to name one person for every contact it touches\n     * would assign the whole list to one rep. A named assignee who cannot be\n     * resolved is an error rather than a fallback to the owner: the author\n     * named somebody on purpose.\n     */\n    let assignee = facet.ownerUid ?? ''\n    if (step.assigneeUid?.trim() || step.assigneeEmail?.trim()) {\n      const named = await resolveMemberUid(\n        env.orgId,\n        { uid: step.assigneeUid, email: step.assigneeEmail },\n        'assignee',\n      )\n      if ('error' in named) return { error: named.error }\n      assignee = named.uid\n    }\n    const dueAtMs = nowMs + dueInDays * DAY_MS\n    const priority: CrmTaskPriority =\n      step.priority === 'high' || step.priority === 'low' ? step.priority : 'normal'\n    // The org's labels for the meanings the step names (AGL-3517).\n    const labels = crmTaskLabelsForNew(\n      await readCrmTaskPicklists(firebaseAdmin.app().firestore(), env.orgId),\n      { kind: step.kind, priority },\n    )\n    const task: CrmTask = {\n      title,\n      kind: step.kind,\n      priority,\n      status: 'open',\n      ...labels,\n      dueAtMs,\n      // The reminder a person's task gets (AGL-2659): the due time.\n      remindAtMs: crmTaskReminderAfterEdit({ dueAtMs, previous: null }),\n      ...(assignee ? { assigneeUid: assignee } : {}),\n      createdByUid: '',\n      sourceActionId: actionId,\n      ...links,\n      hostId,\n      visibleTo,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    }\n    // What the Tasks list searches by (AGL-3321), beside the task.\n    await orgRef.collection(CRM_COLLECTIONS.tasks).add({ ...task, ...crmTaskListFields(task) })\n    // The contact and company the task names carry `nextTaskAtMs` (AGL-2661);\n    // a figure that could not move is the Fields section's recompute's.\n    await recomputeCrmNextTaskAt(firebaseAdmin.app().firestore(), env.orgId, [links]).catch(\n      (error: unknown) => {\n        console.error('[crm] next activity could not be recomputed', env.orgId, error)\n      },\n    )\n    return { detail: title.slice(0, 60) }\n  }\n\n  if (step.type === 'logCrmActivity') {\n    const body = String(step.body ?? '')\n      .trim()\n      .slice(0, 2000)\n    if (!body) return { error: 'the activity has no body' }\n    /*\n     * The per-record ceiling (AGL-2611), and this step is the writer it exists\n     * for: a flow that logs on every page view fills one person's log in an\n     * afternoon. Refused into the run history as an error, the way an\n     * unresolvable assignee is, so the merchant reads why the flow stopped\n     * writing rather than finding a log that silently stopped.\n     */\n    const logged = await countCrmActivitiesForRecord(orgRef, links)\n    if (!crmActivityLogHasRoom(logged)) {\n      return { error: CRM_ACTIVITY_LOG_FULL_MESSAGE }\n    }\n    const direction = crmActivityDirection(step.kind, step.direction)\n    const activity: CrmActivity = {\n      kind: step.kind,\n      body,\n      ...(direction ? { direction } : {}),\n      atMs: nowMs,\n      byUid: '',\n      sourceActionId: actionId,\n      ...links,\n      hostId,\n      visibleTo,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    }\n    await orgRef.collection(CRM_COLLECTIONS.activities).add(activity)\n    return { detail: step.kind }\n  }\n\n  return { error: `unknown CRM step \"${(step as { type: string }).type}\"` }\n}\n\n/**\n * Whether — and where — an email a plugin is about to send lands on a\n * timeline: the CRM's answer to the record timeline's `prepareEmail`.\n *\n * An automation's `sendEmail` step is not a CRM step: it mails whatever\n * address the event carries, to a person who may be nobody the CRM knows. It\n * earns a row on exactly one condition, that the message is ADDRESSED TO THE\n * CONTACT the sender means — the person the request's link finds, at the\n * address the row holds. A welcome sequence to a new contact is that; an\n * internal alert routed to a merchant's own address through `toField` is not,\n * and a row for it would put the merchant's inbox on a customer's history.\n *\n * Prepared ahead of the send, for the reason the console route mints its id\n * first: the delivery webhook has nothing but the tags on the message to find\n * the row with. Nothing is written until `file` is called, once the provider\n * accepted the message. A workspace whose plan does not carry the CRM, a\n * record at the activity ceiling and a site with no org earn no row — the\n * message still goes, because the ceiling bounds the log and not the mail.\n *\n * **Never throws**, and neither does `file`. The row is bookkeeping beside a\n * send, and a lookup that fails must not become a message that never left —\n * the posture every meter beside a send takes. A failure is logged and the\n * message goes out untagged.\n */\nexport async function prepareCrmRecordEmail(\n  request: PluginRecordEmailPrepareRequest,\n): Promise<PluginRecordPreparedEmail | null> {\n  const orgId = String(request.orgId ?? '').trim()\n  const hostId = String(request.hostId ?? '').trim()\n  if (!orgId || !hostId) return null\n  const address = normalizeContactEmail(request.to)\n  if (!address) return null\n  try {\n    const firestore = firebaseAdmin.app().firestore()\n    const orgRef = firestore.collection('orgs').doc(orgId)\n    // The org the caller already read, or the one read here once.\n    const org =\n      request.org !== undefined ? request.org : ((await orgRef.get()).data() ?? null)\n    if (!checkEntitlement(org as Parameters<typeof checkEntitlement>[0], CRM_SUITE_FEATURE)) {\n      return null\n    }\n    const contact = await resolveEventContact(hostId, request.link)\n    if (!contact || normalizeContactEmail(contact.data['email']) !== address) {\n      return null\n    }\n    const group = await consentGroupForSite(hostId)\n    const facet = readContactFacet(contact.data, group.groupId)\n    const link: CrmActivityLink = {\n      contactId: contact.id,\n      ...(facet.companyId ? { companyId: facet.companyId } : {}),\n    }\n    if (!crmActivityLogHasRoom(await countCrmActivitiesForRecord(orgRef, link))) {\n      return null\n    }\n    const ref = newCrmActivityRef(firestore, orgId)\n    const visibleTo = crmScopeTokens((org ?? null) as Record<string, unknown> | null, group)\n    return {\n      tags: crmEmailDeliveryTags({ orgId, hostId, activityId: ref.id }),\n      /*\n       * The same shape the console route logs — `buildCrmEmailActivity` is the\n       * one builder — with the sender's id as its source and nobody as its\n       * author. Never throws: the message has left, and a row that could not\n       * be written is a gap on the timeline rather than a failed send.\n       */\n      async file(sent) {\n        try {\n          await writeCrmEmailActivity(\n            ref,\n            buildCrmEmailActivity({\n              subject: sent.subject,\n              body: sent.body,\n              to: normalizeContactEmail(sent.to) ?? sent.to,\n              atMs: sent.atMs ?? Date.now(),\n              byUid: '',\n              sourceActionId: sent.sourceRef,\n              link,\n              hostId,\n              visibleTo,\n            }),\n          )\n        } catch (error) {\n          console.error('[crm] automation email activity write failed', ref.id, error)\n        }\n      },\n    }\n  } catch (error) {\n    console.error('[crm] automation email activity could not be prepared', hostId, error)\n    return null\n  }\n}\n"],"names":["buildCrmEmailActivity","checkEntitlement","CONTACT_LIFECYCLE_STAGE_LABELS","CONTACT_TAG_MAX_LENGTH","contactFacetPath","CRM_ACTIVITY_LOG_FULL_MESSAGE","CRM_COLLECTIONS","crmActivityLogHasRoom","crmActivityDirection","crmEmailDeliveryTags","crmScopeTokens","crmTaskLabelsForNew","crmTaskListFields","crmTaskReminderAfterEdit","normalizeContactEmail","parseCrmMemberRef","planLabelGrantingFeature","readContactFacet","visibleToHost","consentGroupForSite","countCrmActivitiesForRecord","firebaseAdmin","newCrmActivityRef","orgDataQueryForHost","recomputeCrmNextTaskAt","restampCrmListFieldsAt","writeCrmEmailActivity","findContactByEmail","FieldValue","OWNER_ASSIGNMENT_REFUSALS","reassignContactOwner","readCrmTaskPicklists","CRM_SUITE_FEATURE","DAY_MS","resolveEventContact","hostId","named","hit","ref","contactsRef","contactId","String","trim","doc","get","exists","id","data","email","resolveMemberUid","orgId","role","uid","error","members","app","firestore","collection","kind","member","detail","byField","where","limit","docs","runCrmAutomationStep","request","nowMs","Date","now","contact","env","org","step","actionId","run","payload","group","facet","groupId","type","previous","lifecycleStage","label","update","updatedAt","serverTimestamp","emit","event","previousStage","tag","slice","arrayUnion","assign","roundRobin","owner","ownerUid","ownerEmail","memberUid","verdict","outcome","reason","orgRef","visibleTo","links","companyId","title","dueInDays","Math","max","round","Number","assignee","assigneeUid","assigneeEmail","dueAtMs","priority","labels","task","status","remindAtMs","createdByUid","sourceActionId","createdAt","tasks","add","catch","console","body","logged","direction","activity","atMs","byUid","activities","prepareCrmRecordEmail","address","to","undefined","link","tags","activityId","file","sent","subject","sourceRef"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,qBAAqB,EACrBC,gBAAgB,EAChBC,8BAA8B,EAC9BC,sBAAsB,EACtBC,gBAAgB,EAChBC,6BAA6B,EAC7BC,eAAe,EACfC,qBAAqB,EAGrBC,oBAAoB,EAIpBC,oBAAoB,EACpBC,cAAc,EACdC,mBAAmB,EACnBC,iBAAiB,EACjBC,wBAAwB,EACxBC,qBAAqB,EACrBC,iBAAiB,EACjBC,wBAAwB,EACxBC,gBAAgB,EAChBC,aAAa,QACR,sBAAqB;AAS5B,SACEC,mBAAmB,EACnBC,2BAA2B,EAC3BC,aAAa,EACbC,iBAAiB,EACjBC,mBAAmB,EACnBC,sBAAsB,EACtBC,sBAAsB,EACtBC,qBAAqB,QAChB,2BAA0B;AACjC,2EAA2E;AAC3E,yDAAyD;AACzD,SAASC,kBAAkB,QAAQ,sDAAqD;AACxF,SAASC,UAAU,QAAQ,2BAA0B;AACrD,6DAA6D;AAC7D,SACEC,yBAAyB,EACzBC,oBAAoB,QACf,4BAAwB;AAI/B,SAASC,oBAAoB,QAAQ,qBAAiB;AACtD,SAASC,iBAAiB,QAAQ,kBAAc;AAsFhD,MAAMC,SAAS,KAAK,KAAK,KAAK;AAQ9B;;;;;;;;CAQC,GACD,eAAeC,oBACbC,MAAc,EACdC,KAA+C;QAGtBA,kBAQsBC;IAT/C,MAAM,EAAEC,KAAKC,WAAW,EAAE,GAAG,MAAMhB,oBAAoBY,QAAQ;IAC/D,MAAMK,YAAYC,QAAOL,mBAAAA,MAAMI,SAAS,YAAfJ,mBAAmB,IAAIM,IAAI;IACpD,IAAIF,WAAW;QACb,MAAMG,MAAM,MAAMJ,YAAYI,GAAG,CAACH,WAAWI,GAAG;QAChD,IAAID,IAAIE,MAAM,IAAI3B,cAAcyB,IAAIC,GAAG,CAAC,cAAcT,SAAS;gBACpBQ;YAAzC,OAAO;gBAAEG,IAAIH,IAAIG,EAAE;gBAAER,KAAKK,IAAIL,GAAG;gBAAES,IAAI,GAAEJ,YAAAA,IAAII,IAAI,cAARJ,YAAc,CAAC;YAAE;QAC5D;IACF;IACA,MAAMN,MAAM,MAAMV,mBAAmBY,aAAaH,MAAMY,KAAK,EAAE;QAAEb;IAAO;IACxE,OAAOE,MAAM;QAAES,IAAIT,IAAIS,EAAE;QAAER,KAAKD,IAAIC,GAAG;QAAES,IAAI,GAAEV,YAAAA,IAAIU,IAAI,cAARV,YAAc,CAAC;IAAE,IAAI;AACtE;AAEA;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,eAAeY,iBACbC,KAAoB,EACpBd,KAAuC,EACvCe,IAA0B;QAEdpC;IAAZ,MAAMuB,OAAMvB,qBAAAA,kBAAkBqB,MAAMgB,GAAG,aAA3BrC,qBAAgCA,kBAAkBqB,MAAMY,KAAK;IACzE,IAAI,CAACV,KAAK,OAAO;QAAEe,OAAO,CAAC,GAAG,EAAEF,KAAK,kBAAkB,CAAC;IAAC;IACzD,IAAI,CAACD,OAAO,OAAO;QAAEG,OAAO;IAAgC;IAC5D,MAAMC,UAAUjC,cACbkC,GAAG,GACHC,SAAS,GACTC,UAAU,CAAC,QACXd,GAAG,CAACO,OACJO,UAAU,CAAC;IACd,IAAInB,IAAIoB,IAAI,KAAK,OAAO;QACtB,MAAMC,SAAS,MAAML,QAAQX,GAAG,CAACL,IAAIc,GAAG,EAAER,GAAG;QAC7C,IAAIe,OAAOd,MAAM,EAAE,OAAO;YAAEO,KAAKd,IAAIc,GAAG;YAAEQ,QAAQtB,IAAIc,GAAG;QAAC;QAC1D,OAAO;YAAEC,OAAO,CAAC,2BAA2B,EAAEf,IAAIc,GAAG,EAAE;QAAC;IAC1D;IACA,MAAMS,UAAU,AAAC,CAAA,MAAMP,QAAQQ,KAAK,CAAC,SAAS,MAAMxB,IAAIU,KAAK,EAAEe,KAAK,CAAC,GAAGnB,GAAG,EAAC,EAAGoB,IAAI,CAAC,EAAE;IACtF,IAAIH,SAAS,OAAO;QAAET,KAAKS,QAAQf,EAAE;QAAEc,QAAQtB,IAAIU,KAAK;IAAC;IACzD,OAAO;QAAEK,OAAO,CAAC,gCAAgC,EAAEf,IAAIU,KAAK,EAAE;IAAC;AACjE;AAEA;;;;;;;;CAQC,GACD,OAAO,eAAeiB,qBACpBC,OAA0B,EAC1BC,QAAQC,KAAKC,GAAG,EAAE;QA0BGC,qBAwGaC;IAhIlC,IAAI,CAACtE,iBAAiBiE,QAAQM,GAAG,EAA4CxC,oBAAoB;QAC/F,OAAO;YAAEqB,OAAO,CAAC,sBAAsB,EAAErC,yBAAyBgB,mBAAmB,KAAK,CAAC;QAAC;IAC9F;IACA,MAAMuC,MAAkB;QAAEpC,QAAQ+B,QAAQ/B,MAAM;QAAEqC,KAAKN,QAAQM,GAAG;QAAEtB,OAAOgB,QAAQhB,KAAK;IAAC;IACzF,MAAMuB,OAAOP,QAAQO,IAAI;IACzB,MAAMC,WAAWR,QAAQS,GAAG,CAAC7B,EAAE;IAC/B,MAAM,EAAEX,MAAM,EAAE,GAAGoC;IACnB,MAAMD,UAAU,MAAMpC,oBAAoBC,QAAQ+B,QAAQU,OAAO;IACjE,IAAI,CAACN,SAAS;YACSJ,MAAAA;QAArB,MAAM9B,QAAQK,QAAOyB,QAAAA,6BAAAA,QAAQU,OAAO,CAAC,YAAY,YAA5BV,6BAAgCA,QAAQU,OAAO,CAAC,QAAQ,YAAxDV,OAA4D,IAAIxB,IAAI;QACzF,OAAO;YACLW,OAAOjB,QACH,CAAC,iCAAiC,EAAEA,OAAO,GAC3C;QACN;IACF;IACA;;;;;GAKC,GACD,MAAMyC,QAAQ,MAAM1D,oBAAoBgB;IACxC,MAAM2C,QAAQ7D,iBAAiBqD,QAAQvB,IAAI,EAAE8B,MAAME,OAAO;IAC1D,MAAM/B,QAAQP,QAAO6B,sBAAAA,QAAQvB,IAAI,CAAC,QAAQ,YAArBuB,sBAAyB;IAE9C,IAAIG,KAAKO,IAAI,KAAK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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/automation-steps.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  buildCrmEmailActivity,\n  checkEntitlement,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_TAG_MAX_LENGTH,\n  contactFacetPath,\n  CRM_ACTIVITY_LOG_FULL_MESSAGE,\n  CRM_COLLECTIONS,\n  crmActivityLogHasRoom,\n  type CrmActivity,\n  type CrmActivityDirection,\n  crmActivityDirection,\n  type CrmActivityLink,\n  type CrmTask,\n  type CrmTaskPriority,\n  crmEmailDeliveryTags,\n  crmScopeTokens,\n  crmTaskLabelsForNew,\n  crmTaskListFields,\n  normalizeContactEmail,\n  parseCrmMemberRef,\n  personKey,\n  planLabelGrantingFeature,\n  readContactFacet,\n  visibleToHost,\n} from '@aglyn/aglyn/server'\nimport type {\n  PluginRecordEmailPrepareRequest,\n  PluginRecordPreparedEmail,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-timeline'\nimport type {\n  ServerStepAnswer,\n  ServerStepRequest,\n} from '@aglyn/aglyn/plugin-manager/plugin-server-steps'\nimport {\n  consentGroupForSite,\n  countCrmActivitiesForRecord,\n  firebaseAdmin,\n  orgDataQueryForHost,\n  restampCrmListFieldsAt,\n} from '@aglyn/tenant-data-admin'\n// The leaf, not the barrel: the specs substitute the barrel wholesale, and\n// the lookup must reach the real index logic under them.\nimport { findContactByEmail } from '@aglyn/tenant-data-admin/server/contact-email-index'\nimport { FieldValue } from 'firebase-admin/firestore'\n// The leaf, not the runtime barrel: the specs substitute it.\nimport {\n  OWNER_ASSIGNMENT_REFUSALS,\n  reassignContactOwner,\n  reassignLeadOwner,\n} from './assign-contact-owner'\nimport { createResourceUid } from '@aglyn/aglyn/app-utils/create-resource-uid'\nimport type { InteractionStepGuard } from '@aglyn/aglyn/app-utils/site-interactions'\nimport type { ContactLifecycleStage, CrmActivityKind, CrmTaskKind } from '@aglyn/aglyn/app-utils/crm-kinds'\nimport type { CRM_STEP_TYPES } from '../constants/bundle-common'\nimport { readCrmTaskPicklists } from './read-picklist'\nimport { CRM_SUITE_FEATURE } from './suite-gate'\nimport { crmTaskReminderAfterEdit } from '../model/crm-task-reminders'\nimport { recomputeCrmNextTaskAt } from './crm-next-activity'\nimport { newCrmActivityRef, writeCrmEmailActivity } from './crm-email-activity'\n\n/**\n * THE AUTOMATION STEPS THAT WRITE THE CRM (AGL-2605), run for the automation\n * engine through the platform's server-step seam (`plugin-server-steps`,\n * AGL-3080): `setContactStage`, `addContactTag`, `assignContactOwner`,\n * `createCrmTask` and `logCrmActivity`.\n *\n * The engine keeps the step's guard, the run's order, its history and the\n * nesting cap; this answers what the step did. A refusal is ANSWERED as\n * `error`, never thrown, and its words are the line the run history carries —\n * the same words the engine wrote when these steps were its own.\n *\n * The five share one shape no other step has: each begins by finding THE\n * PERSON the event is about, and each writes either inside the site's facet on\n * that person or a record stamped with the site's scope. One resolver and one\n * scope expression, used five times, rather than five copies drifting apart.\n *\n * ## The person is the event's, never the step's\n *\n * A step carries no contact reference. The contact is whoever the event\n * names — by `contactId` when the emitting door knew the document, and by\n * `email` otherwise, which is what every pre-CRM event carries. Both lookups\n * are scoped to what THIS site may see: a document the id names but the site\n * cannot read is treated as absent, exactly as the scoped query would have\n * treated it, so an event replayed against the wrong site reaches nobody.\n *\n * ## A missing person is a reported no-op\n *\n * Nothing is written and the step's error names the reason, which lands in\n * the run summary beside the trigger — the same place \"why didn't it fire?\"\n * is answered for every other step. Silence here would make a mis-wired\n * trigger (a form with no email field) indistinguishable from a working one.\n *\n * ## The plan gate is the CRM's\n *\n * Every step is refused on a workspace whose plan does not carry the CRM,\n * into the run history with the tier that carries it, so a Free workspace\n * whose flow names a CRM step reads why the step did nothing rather than a\n * log that says it ran. The org document is the one the run's gate already\n * read, handed over with the step, so the check costs no read.\n *\n * The same module answers the record timeline's `prepareEmail` (AGL-2615): an\n * automation's email addressed to the contact the event is about is filed on\n * that contact's timeline — see {@link prepareCrmRecordEmail}.\n */\n\n/** One of the steps this module runs. */\nexport type CrmStepType = (typeof CRM_STEP_TYPES)[number]\n\n/**\n * A CRM step, as it is stored: the CRM's own shapes of the steps it runs. The\n * automation editor writes them and checks them; `apps/console/specs/\n * crm-automation-steps.spec.ts` runs what it writes through this module.\n */\nexport type CrmAutomationStep = (\n  | { type: 'setContactStage'; lifecycleStage: ContactLifecycleStage }\n  | { type: 'addContactTag'; tag: string }\n  | { type: 'assignContactOwner'; ownerUid?: string; ownerEmail?: string; roundRobin?: boolean }\n  | {\n      type: 'createCrmTask'\n      title: string\n      kind: CrmTaskKind\n      /** `normal` when absent — the steps written before priorities were (AGL-3517). */\n      priority?: CrmTaskPriority\n      dueInDays: number\n      assigneeUid?: string\n      assigneeEmail?: string\n    }\n  | {\n      type: 'logCrmActivity'\n      kind: CrmActivityKind\n      body: string\n      /** Which way a call or an email went (AGL-3517). */\n      direction?: CrmActivityDirection\n    }\n) & { when?: InteractionStepGuard | null } & { type: CrmStepType }\n\n/** The site, the plan and the org a step or an email is answered for. */\ninterface CrmStepEnv {\n  hostId: string\n  /** The owning org's billing doc, already read by the run's gate. */\n  org: unknown\n  orgId: string | null\n}\n\nconst DAY_MS = 24 * 60 * 60 * 1000\n\ninterface ResolvedContact {\n  id: string\n  ref: FirebaseFirestore.DocumentReference\n  data: Record<string, unknown>\n}\n\n/**\n * The person a CRM step acts on: a contact, or — when the workspace holds\n * none for them — the LEAD the site filed (AGL-3458).\n *\n * A lead-routed form files a lead and no contact (AGL-3232), and announces it\n * with the `lead` event. An automation welcoming that person — assign an\n * owner, book a call, tag them — has only the lead to act on, so each step\n * that has a lead's equivalent writes it there: the lead's own `ownerUid`,\n * its own `tags`, a task or an activity filed under `leadId`. A stage is a\n * contact's alone, and a step setting one on a lead says so.\n */\ntype ResolvedPerson =\n  | ({ kind: 'contact' } & ResolvedContact)\n  | ({ kind: 'lead' } & ResolvedContact)\n\n/**\n * The contact an event names, as this site may see it.\n *\n * Id first, because a CRM event carries the document the door just wrote and\n * a lookup by id is a read, not a query. The address second, through the\n * org's address index narrowed to this site (AGL-2633), for every event that\n * predates the CRM and knows only who filled in the form — so an address a\n * merge folded into another record still reaches the person who now holds it.\n */\nasync function resolveEventContact(\n  hostId: string,\n  named: { contactId?: unknown; email?: unknown },\n): Promise<ResolvedContact | null> {\n  const { ref: contactsRef } = await orgDataQueryForHost(hostId, 'contacts')\n  const contactId = String(named.contactId ?? '').trim()\n  if (contactId) {\n    const doc = await contactsRef.doc(contactId).get()\n    if (doc.exists && visibleToHost(doc.get('visibleTo'), hostId)) {\n      return { id: doc.id, ref: doc.ref, data: doc.data() ?? {} }\n    }\n  }\n  const hit = await findContactByEmail(contactsRef, named.email, { hostId })\n  return hit ? { id: hit.id, ref: hit.ref, data: hit.data() ?? {} } : null\n}\n\n/**\n * The lead an event names, as this site may see it: by `leadId` — the `lead`\n * event carries it, and it is the person's key — else by the key of the\n * `email`. A row this site cannot see is absent, exactly as a contact's is.\n */\nasync function resolveEventLead(\n  hostId: string,\n  named: { leadId?: unknown; email?: unknown },\n): Promise<ResolvedContact | null> {\n  const key = String(named.leadId ?? '').trim() || personKey(named.email) || ''\n  if (!key) return null\n  const { ref: leadsRef } = await orgDataQueryForHost(hostId, 'leads')\n  const doc = await leadsRef.doc(key).get()\n  if (!doc.exists || !visibleToHost(doc.get('visibleTo'), hostId)) return null\n  return { id: doc.id, ref: doc.ref, data: doc.data() ?? {} }\n}\n\n/** The contact the event names, else its lead — see {@link ResolvedPerson}. */\nasync function resolveEventPerson(\n  hostId: string,\n  named: { contactId?: unknown; leadId?: unknown; email?: unknown },\n): Promise<ResolvedPerson | null> {\n  const contact = await resolveEventContact(hostId, named)\n  if (contact) return { kind: 'contact', ...contact }\n  const lead = await resolveEventLead(hostId, named)\n  return lead ? { kind: 'lead', ...lead } : null\n}\n\n/**\n * The uid a step names for somebody on the team — an owner, an assignee —\n * resolved against the org's roster, whichever way the step named them.\n *\n * A step names a member by uid when a picker wrote it and by address when a\n * person typed it, and the editor's one text field accepts either — so both\n * fields are read through `parseCrmMemberRef`, and an address typed into the\n * uid slot or a uid typed into the address slot still names the person.\n *\n * Both are RESOLVED, not trusted. `orgs/{orgId}/members/{uid}` is keyed by the\n * uid, so a uid costs one document read and must exist: `ownerUid` and\n * `assigneeUid` are fields every reader resolves as a member, and a stranger's\n * uid in one is a task nobody on the team can find. An address is matched on\n * the roster's own `email` field, and two production paths create a member\n * document WITHOUT one (a host-access re-grant, and an add whose auth record\n * carried none) — such a member is named by uid, which is the reason the\n * editor takes one.\n *\n * The roster is the only directory consulted. A project-level Auth lookup by\n * address would resolve people who are not on this organization at all\n * (AGL-1122). A reference that resolves neither way is an error, not a stored\n * string.\n */\nasync function resolveMemberUid(\n  orgId: string | null,\n  named: { uid?: string; email?: string },\n  role: 'owner' | 'assignee',\n): Promise<{ uid: string; detail: string } | { error: string }> {\n  const ref = parseCrmMemberRef(named.uid) ?? parseCrmMemberRef(named.email)\n  if (!ref) return { error: `no ${role} named on the step` }\n  if (!orgId) return { error: 'this site has no organization' }\n  const members = firebaseAdmin\n    .app()\n    .firestore()\n    .collection('orgs')\n    .doc(orgId)\n    .collection('members')\n  if (ref.kind === 'uid') {\n    const member = await members.doc(ref.uid).get()\n    if (member.exists) return { uid: ref.uid, detail: ref.uid }\n    return { error: `no team member with the id ${ref.uid}` }\n  }\n  const byField = (await members.where('email', '==', ref.email).limit(1).get()).docs[0]\n  if (byField) return { uid: byField.id, detail: ref.email }\n  return { error: `no team member with the address ${ref.email}` }\n}\n\n/**\n * Runs one CRM step for the person the event names: the executor the CRM\n * registers on the server-step seam for every type in `CRM_STEP_TYPES`.\n *\n * Never throws for a plan without the CRM, a missing person, an unknown owner\n * or a site with no org — those are answered as `error` so the run records\n * them; a Firestore failure propagates, and the engine records it the same\n * way.\n */\nexport async function runCrmAutomationStep(\n  request: ServerStepRequest,\n  nowMs = Date.now(),\n): Promise<ServerStepAnswer> {\n  if (!checkEntitlement(request.org as Parameters<typeof checkEntitlement>[0], CRM_SUITE_FEATURE)) {\n    return { error: `CRM steps require the ${planLabelGrantingFeature(CRM_SUITE_FEATURE)} plan` }\n  }\n  const env: CrmStepEnv = { hostId: request.hostId, org: request.org, orgId: request.orgId }\n  const step = request.step as unknown as CrmAutomationStep\n  const actionId = request.run.id\n  const { hostId } = env\n  const person = await resolveEventPerson(hostId, request.payload)\n  if (!person) {\n    const named = String(request.payload['contactId'] ?? request.payload['email'] ?? '').trim()\n    return {\n      error: named\n        ? `no contact or lead this site can see for ${named}`\n        : 'the event names no contact — no contactId or email in its payload',\n    }\n  }\n  if (person.kind === 'lead') return runLeadStep(env, actionId, step, person, nowMs)\n  const contact = person\n  /*\n   * THE HOLDER whose facet the write addresses — the site's consent group,\n   * which is the site alone unless the org declared the site one of a set\n   * that presents as one sender. Same resolution the capture doors use, so a\n   * stage set here lands in the facet the console reads.\n   */\n  const group = await consentGroupForSite(hostId)\n  const facet = readContactFacet(contact.data, group.groupId)\n  const email = String(contact.data['email'] ?? '')\n\n  if (step.type === 'setContactStage') {\n    const previous = facet.lifecycleStage ?? ''\n    const label = CONTACT_LIFECYCLE_STAGE_LABELS[step.lifecycleStage]\n    /*\n     * A stage set to what it already is changes nothing and ANNOUNCES\n     * nothing. The write is skipped so the row's `updatedAt` does not move for\n     * a non-event, and the absent emit is what stops an action that sets the\n     * stage it listens for from re-running on its own write — the engine's\n     * nesting cap bounds that chain, this ends it at once.\n     */\n    if (previous === step.lifecycleStage) {\n      return { detail: `${label} (already)` }\n    }\n    await contact.ref.update({\n      [contactFacetPath(group.groupId, 'lifecycleStage')]: step.lifecycleStage,\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // The stage is what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(contact.ref, 'contacts')\n    /*\n     * A stage set by an automation IS a stage change, and the action\n     * listening for it must run — but through the engine's nesting cap, so\n     * the event is answered back for the engine to raise, never raised here.\n     */\n    return {\n      detail: label,\n      emit: {\n        event: 'contactStageChanged',\n        payload: {\n          contactId: contact.id,\n          email,\n          lifecycleStage: step.lifecycleStage,\n          previousStage: previous,\n        },\n      },\n    }\n  }\n\n  if (step.type === 'addContactTag') {\n    const tag = String(step.tag ?? '')\n      .trim()\n      .slice(0, CONTACT_TAG_MAX_LENGTH)\n    if (!tag) return { error: 'the step has no tag' }\n    // `arrayUnion`, so the tag a merchant already applied by hand is not\n    // duplicated and the tags beside it are kept.\n    await contact.ref.update({\n      [contactFacetPath(group.groupId, 'tags')]: FieldValue.arrayUnion(tag),\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // The tags are what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(contact.ref, 'contacts')\n    return { detail: tag }\n  }\n\n  if (step.type === 'assignContactOwner') {\n    /*\n     * Through the one server assignment (AGL-2618), in both of the step's\n     * modes, rather than a facet write of its own: the helper is what moves\n     * the round-robin pointer inside the transaction that writes the owner,\n     * mirrors the owner onto the site's lead, and tells the new owner. A\n     * member named on the step is still resolved here — by address against\n     * the roster, as before — and handed over by uid; the helper checks the\n     * roster document again, which is one read and the same answer.\n     */\n    let assign: { memberUid: string } | { roundRobin: true }\n    let named = 'round robin'\n    if (step.roundRobin === true) {\n      assign = { roundRobin: true }\n    } else {\n      const owner = await resolveMemberUid(\n        env.orgId,\n        { uid: step.ownerUid, email: step.ownerEmail },\n        'owner',\n      )\n      if ('error' in owner) return { error: owner.error }\n      assign = { memberUid: owner.uid }\n      named = owner.detail\n    }\n    const verdict = await reassignContactOwner({\n      hostId,\n      contactId: contact.id,\n      email,\n      assign,\n    })\n    if (verdict.outcome === 'none') {\n      return { error: OWNER_ASSIGNMENT_REFUSALS[verdict.reason] }\n    }\n    if (verdict.outcome === 'unchanged') {\n      return { detail: `${named} (already)` }\n    }\n    return {\n      detail: step.roundRobin === true ? `round robin → ${verdict.ownerUid}` : named,\n    }\n  }\n\n  // The two record creators: a task and an activity are documents of their\n  // own beside the contact, stamped with the scope a contact captured on this\n  // site would carry — `crmScopeTokens` is the create path's own expression,\n  // so a record an automation made is visible to exactly the sites a record a\n  // person made would be.\n  if (!env.orgId) return { error: 'this site has no organization' }\n  const orgRef = firebaseAdmin.app().firestore().collection('orgs').doc(env.orgId)\n  const visibleTo = crmScopeTokens((env.org ?? null) as Record<string, unknown> | null, group)\n  const links = {\n    contactId: contact.id,\n    ...(facet.companyId ? { companyId: facet.companyId } : {}),\n  }\n\n  if (step.type === 'createCrmTask') {\n    const title = String(step.title ?? '')\n      .trim()\n      .slice(0, 200)\n    if (!title) return { error: 'the task has no title' }\n    const dueInDays = Math.max(0, Math.round(Number(step.dueInDays) || 0))\n    /*\n     * The assignee the step names, else the person who OWNS the contact, else\n     * nobody. A follow-up task belongs to whoever holds the relationship, and\n     * an automation that had to name one person for every contact it touches\n     * would assign the whole list to one rep. A named assignee who cannot be\n     * resolved is an error rather than a fallback to the owner: the author\n     * named somebody on purpose.\n     */\n    let assignee = facet.ownerUid ?? ''\n    if (step.assigneeUid?.trim() || step.assigneeEmail?.trim()) {\n      const named = await resolveMemberUid(\n        env.orgId,\n        { uid: step.assigneeUid, email: step.assigneeEmail },\n        'assignee',\n      )\n      if ('error' in named) return { error: named.error }\n      assignee = named.uid\n    }\n    const dueAtMs = nowMs + dueInDays * DAY_MS\n    const priority: CrmTaskPriority =\n      step.priority === 'high' || step.priority === 'low' ? step.priority : 'normal'\n    // The org's labels for the meanings the step names (AGL-3517).\n    const labels = crmTaskLabelsForNew(\n      await readCrmTaskPicklists(firebaseAdmin.app().firestore(), env.orgId),\n      { kind: step.kind, priority },\n    )\n    const task: CrmTask = {\n      title,\n      kind: step.kind,\n      priority,\n      status: 'open',\n      ...labels,\n      dueAtMs,\n      // The reminder a person's task gets (AGL-2659): the due time.\n      remindAtMs: crmTaskReminderAfterEdit({ dueAtMs, previous: null }),\n      ...(assignee ? { assigneeUid: assignee } : {}),\n      createdByUid: '',\n      sourceActionId: actionId,\n      ...links,\n      hostId,\n      visibleTo,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    }\n    // What the Tasks list searches by (AGL-3321), beside the task.\n    await orgRef.collection(CRM_COLLECTIONS.tasks).add({ ...task, ...crmTaskListFields(task) })\n    // The contact and company the task names carry `nextTaskAtMs` (AGL-2661);\n    // a figure that could not move is the Fields section's recompute's.\n    await recomputeCrmNextTaskAt(firebaseAdmin.app().firestore(), env.orgId, [links]).catch(\n      (error: unknown) => {\n        console.error('[crm] next activity could not be recomputed', env.orgId, error)\n      },\n    )\n    return { detail: title.slice(0, 60) }\n  }\n\n  if (step.type === 'logCrmActivity') {\n    const body = String(step.body ?? '')\n      .trim()\n      .slice(0, 2000)\n    if (!body) return { error: 'the activity has no body' }\n    /*\n     * The per-record ceiling (AGL-2611), and this step is the writer it exists\n     * for: a flow that logs on every page view fills one person's log in an\n     * afternoon. Refused into the run history as an error, the way an\n     * unresolvable assignee is, so the merchant reads why the flow stopped\n     * writing rather than finding a log that silently stopped.\n     */\n    const logged = await countCrmActivitiesForRecord(orgRef, links)\n    if (!crmActivityLogHasRoom(logged)) {\n      return { error: CRM_ACTIVITY_LOG_FULL_MESSAGE }\n    }\n    const direction = crmActivityDirection(step.kind, step.direction)\n    const activity: CrmActivity = {\n      kind: step.kind,\n      body,\n      ...(direction ? { direction } : {}),\n      atMs: nowMs,\n      byUid: '',\n      sourceActionId: actionId,\n      ...links,\n      hostId,\n      visibleTo,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    }\n    await orgRef.collection(CRM_COLLECTIONS.activities).add(activity)\n    return { detail: step.kind }\n  }\n\n  return { error: `unknown CRM step \"${(step as { type: string }).type}\"` }\n}\n\n/**\n * A CRM step on a LEAD (AGL-3458) — the person is not a contact yet, so each\n * step writes the lead's equivalent of what it writes on a contact. See\n * {@link ResolvedPerson}.\n */\nasync function runLeadStep(\n  env: CrmStepEnv,\n  actionId: string,\n  step: CrmAutomationStep,\n  lead: ResolvedContact,\n  nowMs: number,\n): Promise<ServerStepAnswer> {\n  const { hostId } = env\n  if (step.type === 'setContactStage') {\n    return {\n      error:\n        'the event names a lead, and a lead has no lifecycle stage until it is ' +\n        'converted to a contact',\n    }\n  }\n  if (step.type === 'addContactTag') {\n    const tag = String(step.tag ?? '')\n      .trim()\n      .slice(0, CONTACT_TAG_MAX_LENGTH)\n    if (!tag) return { error: 'the step has no tag' }\n    await lead.ref.update({\n      tags: FieldValue.arrayUnion(tag),\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // A lead's tags are what the Leads list searches (AGL-3321).\n    await restampCrmListFieldsAt(lead.ref, 'leads')\n    return { detail: `${tag} (lead)` }\n  }\n  if (step.type === 'assignContactOwner') {\n    let assign: { memberUid: string } | { roundRobin: true }\n    let named = 'round robin'\n    if (step.roundRobin === true) {\n      assign = { roundRobin: true }\n    } else {\n      const owner = await resolveMemberUid(\n        env.orgId,\n        { uid: step.ownerUid, email: step.ownerEmail },\n        'owner',\n      )\n      if ('error' in owner) return { error: owner.error }\n      assign = { memberUid: owner.uid }\n      named = owner.detail\n    }\n    const verdict = await reassignLeadOwner({ hostId, leadId: lead.id, assign })\n    if (verdict.outcome === 'none') {\n      return { error: OWNER_ASSIGNMENT_REFUSALS[verdict.reason] }\n    }\n    if (verdict.outcome === 'unchanged') return { detail: `${named} (already, lead)` }\n    return {\n      detail:\n        step.roundRobin === true\n          ? `round robin → ${verdict.ownerUid} (lead)`\n          : `${named} (lead)`,\n    }\n  }\n  if (!env.orgId) return { error: 'this site has no organization' }\n  const orgRef = firebaseAdmin.app().firestore().collection('orgs').doc(env.orgId)\n  const group = await consentGroupForSite(hostId)\n  const visibleTo = crmScopeTokens((env.org ?? null) as Record<string, unknown> | null, group)\n  // Filed under the lead, as a sequence's call step files one (AGL-3233); a\n  // conversion stamps the contact beside it, and the task follows the person.\n  const links = { leadId: lead.id }\n  if (step.type === 'createCrmTask') {\n    const title = String(step.title ?? '')\n      .trim()\n      .slice(0, 200)\n    if (!title) return { error: 'the task has no title' }\n    const dueInDays = Math.max(0, Math.round(Number(step.dueInDays) || 0))\n    // The named assignee, else whoever owns the lead NOW — an owner step\n    // earlier in this same run wrote the lead after it was resolved, so it\n    // is read again — else nobody.\n    let assignee: string\n    if (step.assigneeUid?.trim() || step.assigneeEmail?.trim()) {\n      const named = await resolveMemberUid(\n        env.orgId,\n        { uid: step.assigneeUid, email: step.assigneeEmail },\n        'assignee',\n      )\n      if ('error' in named) return { error: named.error }\n      assignee = named.uid\n    } else {\n      const fresh = await lead.ref.get()\n      assignee = String((fresh.data() ?? lead.data)['ownerUid'] ?? '')\n    }\n    const dueAtMs = nowMs + dueInDays * DAY_MS\n    const task: CrmTask = {\n      title,\n      kind: step.kind,\n      priority: 'normal',\n      status: 'open',\n      dueAtMs,\n      remindAtMs: crmTaskReminderAfterEdit({ dueAtMs, previous: null }),\n      ...(assignee ? { assigneeUid: assignee } : {}),\n      createdByUid: '',\n      sourceActionId: actionId,\n      ...links,\n      hostId,\n      visibleTo,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    }\n    await orgRef\n      .collection(CRM_COLLECTIONS.tasks)\n      .doc(createResourceUid())\n      .set({ ...task, ...crmTaskListFields(task) })\n    return { detail: `${title.slice(0, 60)} (lead)` }\n  }\n  if (step.type === 'logCrmActivity') {\n    const body = String(step.body ?? '')\n      .trim()\n      .slice(0, 2000)\n    if (!body) return { error: 'the activity has no body' }\n    if (!crmActivityLogHasRoom(await countCrmActivitiesForRecord(orgRef, links))) {\n      return { error: CRM_ACTIVITY_LOG_FULL_MESSAGE }\n    }\n    const activity: CrmActivity = {\n      kind: step.kind,\n      body,\n      atMs: nowMs,\n      byUid: '',\n      sourceActionId: actionId,\n      ...links,\n      hostId,\n      visibleTo,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    }\n    await orgRef.collection(CRM_COLLECTIONS.activities).doc(createResourceUid()).set(activity)\n    return { detail: `${step.kind} (lead)` }\n  }\n  return { error: `unknown CRM step \"${(step as { type: string }).type}\"` }\n}\n\n/**\n * Whether — and where — an email a plugin is about to send lands on a\n * timeline: the CRM's answer to the record timeline's `prepareEmail`.\n *\n * An automation's `sendEmail` step is not a CRM step: it mails whatever\n * address the event carries, to a person who may be nobody the CRM knows. It\n * earns a row on exactly one condition, that the message is ADDRESSED TO THE\n * PERSON the sender means — a contact, else the lead a lead-routed form filed\n * (AGL-3458), whose row lands on the lead's timeline — the person the request's link finds, at the\n * address the row holds. A welcome sequence to a new contact is that; an\n * internal alert routed to a merchant's own address through `toField` is not,\n * and a row for it would put the merchant's inbox on a customer's history.\n *\n * Prepared ahead of the send, for the reason the console route mints its id\n * first: the delivery webhook has nothing but the tags on the message to find\n * the row with. Nothing is written until `file` is called, once the provider\n * accepted the message. A workspace whose plan does not carry the CRM, a\n * record at the activity ceiling and a site with no org earn no row — the\n * message still goes, because the ceiling bounds the log and not the mail.\n *\n * **Never throws**, and neither does `file`. The row is bookkeeping beside a\n * send, and a lookup that fails must not become a message that never left —\n * the posture every meter beside a send takes. A failure is logged and the\n * message goes out untagged.\n */\nexport async function prepareCrmRecordEmail(\n  request: PluginRecordEmailPrepareRequest,\n): Promise<PluginRecordPreparedEmail | null> {\n  const orgId = String(request.orgId ?? '').trim()\n  const hostId = String(request.hostId ?? '').trim()\n  if (!orgId || !hostId) return null\n  const address = normalizeContactEmail(request.to)\n  if (!address) return null\n  try {\n    const firestore = firebaseAdmin.app().firestore()\n    const orgRef = firestore.collection('orgs').doc(orgId)\n    // The org the caller already read, or the one read here once.\n    const org =\n      request.org !== undefined ? request.org : ((await orgRef.get()).data() ?? null)\n    if (!checkEntitlement(org as Parameters<typeof checkEntitlement>[0], CRM_SUITE_FEATURE)) {\n      return null\n    }\n    const person = await resolveEventPerson(hostId, request.link)\n    if (!person || normalizeContactEmail(person.data['email']) !== address) {\n      return null\n    }\n    const group = await consentGroupForSite(hostId)\n    const facet = person.kind === 'contact' ? readContactFacet(person.data, group.groupId) : null\n    const link: CrmActivityLink =\n      person.kind === 'lead'\n        ? { leadId: person.id }\n        : {\n            contactId: person.id,\n            ...(facet?.companyId ? { companyId: facet.companyId } : {}),\n          }\n    if (!crmActivityLogHasRoom(await countCrmActivitiesForRecord(orgRef, link))) {\n      return null\n    }\n    const ref = newCrmActivityRef(firestore, orgId)\n    const visibleTo = crmScopeTokens((org ?? null) as Record<string, unknown> | null, group)\n    return {\n      tags: crmEmailDeliveryTags({ orgId, hostId, activityId: ref.id }),\n      /*\n       * The same shape the console route logs — `buildCrmEmailActivity` is the\n       * one builder — with the sender's id as its source and nobody as its\n       * author. Never throws: the message has left, and a row that could not\n       * be written is a gap on the timeline rather than a failed send.\n       */\n      async file(sent) {\n        try {\n          await writeCrmEmailActivity(\n            ref,\n            buildCrmEmailActivity({\n              subject: sent.subject,\n              body: sent.body,\n              to: normalizeContactEmail(sent.to) ?? sent.to,\n              atMs: sent.atMs ?? Date.now(),\n              byUid: '',\n              sourceActionId: sent.sourceRef,\n              link,\n              hostId,\n              visibleTo,\n            }),\n          )\n        } catch (error) {\n          console.error('[crm] automation email activity write failed', ref.id, error)\n        }\n      },\n    }\n  } catch (error) {\n    console.error('[crm] automation email activity could not be prepared', hostId, error)\n    return null\n  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package/src/lib/server/capture-contact.d.ts

@@ -67,6 +67,23 @@ import { type ContactSource } from '@aglyn/aglyn/app-utils/contacts';
  * way a repeat visit by a contact is an interaction and not a creation.
  */
 export declare function captureContactForCrm(request: PluginContactCaptureRequest): Promise<PluginContactCaptured>;
+/**
+ * The `lead` payload (AGL-3458), as the scalars an event may carry — the
+ * shape `contactCreatedPayload` gives a new contact, so one condition reads
+ * the same on either event: `name` always present, empty when the door had
+ * none; `formId` only when a form filed the lead, so `notEmpty` on it reads
+ * as "came in through a form" and `equals` picks one form's people out; and
+ * `campaignIds` comma-joined, only when the surface is filed under any.
+ */
+export declare function leadCreatedPayload(lead: {
+    leadId: string;
+    email: string;
+    name?: string | null;
+    source: string;
+    hostId: string;
+    formId?: string | null;
+    campaignIds?: readonly string[];
+}): Record<string, string>;
 /**
  * The silo's word for its door, as a source the CRM stores.
  *

package/src/lib/server/capture-contact.js

@@ -183,7 +183,7 @@ import { crmRecordOriginWriter } from "./record-origin.js";
             source
         }, request.marketingConsent ? {
             marketingConsent: true
-        } : {}, disclosureOf(request), phoneFillOf(request))
+        } : {}, disclosureOf(request), campaignsFiledUnder(request), phoneFillOf(request))
     }, conversionTouchOf(request.detail).conversionTouch ? {
         touch: conversionTouchOf(request.detail).conversionTouch
     } : {}));
@@ -196,13 +196,15 @@ import { crmRecordOriginWriter } from "./record-origin.js";
     }
     if (created) {
         const cause = contactCaptureActor(request.interaction.source, email, request.actor);
-        await emitHostEvent(request.hostId, 'lead', _extends({
+        await emitHostEvent(request.hostId, 'lead', leadCreatedPayload({
+            leadId: key,
             email,
+            name: request.identity.name,
             source,
-            leadId: key
-        }, request.identity.name ? {
-            name: request.identity.name
-        } : {}), cause ? {
+            hostId: request.hostId,
+            formId,
+            campaignIds: campaignsFiledUnder(request).campaignIds
+        }), cause ? {
             actor: cause
         } : {});
     }
@@ -214,6 +216,29 @@ import { crmRecordOriginWriter } from "./record-origin.js";
         sourceAdded: outcome.sourceAdded
     };
 }
+/**
+ * The `lead` payload (AGL-3458), as the scalars an event may carry — the
+ * shape `contactCreatedPayload` gives a new contact, so one condition reads
+ * the same on either event: `name` always present, empty when the door had
+ * none; `formId` only when a form filed the lead, so `notEmpty` on it reads
+ * as "came in through a form" and `equals` picks one form's people out; and
+ * `campaignIds` comma-joined, only when the surface is filed under any.
+ */ export function leadCreatedPayload(lead) {
+    var _lead_formId, _lead_name;
+    var _lead_campaignIds;
+    const formId = String((_lead_formId = lead.formId) != null ? _lead_formId : '').trim();
+    return _extends({
+        leadId: lead.leadId,
+        email: lead.email,
+        name: String((_lead_name = lead.name) != null ? _lead_name : '').trim(),
+        source: lead.source,
+        hostId: lead.hostId
+    }, formId ? {
+        formId
+    } : {}, ((_lead_campaignIds = lead.campaignIds) == null ? void 0 : _lead_campaignIds.length) ? {
+        campaignIds: lead.campaignIds.join(',')
+    } : {});
+}
 /** The capture as a CONTACT — what every capture was before the rule above. */ async function captureOnContact(request) {
     try {
         var _request_tags;

package/src/lib/server/capture-contact.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/capture-contact.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type {\n  PluginContactCaptureRequest,\n  PluginContactCaptured,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ContactSource,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport { formLeadSource } from '@aglyn/aglyn/app-utils/forms'\nimport { normalizePhone } from '@aglyn/aglyn/foundation/definitions/contact.types'\nimport {\n  type CrmLeadFields,\n  isCrmLeadOpen,\n  normalizeContactEmail,\n  personKey,\n} from '@aglyn/aglyn/server'\nimport { captureHostContact } from './capture-host-contact'\nimport { contactCaptureActor } from '@aglyn/tenant-runtime/capture-actor'\nimport { emitHostEvent } from '@aglyn/tenant-runtime/emit-host-event'\nimport {\n  addHostLeadOutcome,\n  findContactByEmail,\n  firebaseAdmin,\n  orgDataCollectionForHost,\n  readLeadForHost,\n  type UpsertHostContactOptions,\n} from '@aglyn/tenant-data-admin'\nimport {\n  CONVERSION_TOUCH_DETAIL,\n  type PluginConversionTouch,\n} from '@aglyn/aglyn/plugin-manager/plugin-conversion-credit'\nimport { convertOpenLeadOntoContact } from './convert-open-lead'\nimport { crmRecordOriginWriter } from './record-origin'\n\n/**\n * The CRM answering the platform's contact-capture contract (AGL-3080).\n *\n * Four silos meet the same person — a form submission, a member signing up,\n * an order, a booking — and none of them is the record system. Each holds an\n * address, a name and the fact that something happened, and each wants the\n * workspace's person record to know. Today each imports `captureHostContact`\n * directly, which is the highest fan-in edge in the repo and makes the CRM\n * something a storefront cannot take a payment without.\n *\n * So this is the CRM's side of the seam: the silo reports what it saw, and\n * the plugin that keeps people decides everything a record system decides —\n * keying the address, whether this is somebody new, the audience band, the\n * erasure rows, the company, the owner, and what a new person sets off.\n * `captureHostContact` already does all of that; this translates the\n * contract's vocabulary into its options and its verdict back.\n *\n * ⚠️ IT NEVER THROWS. Every caller has already done the thing it is\n * recording — the submission was accepted, the order was paid — so a refusal\n * is RETURNED and costs the silo nothing. A throw here would lose an order\n * for a contact that could not be filed.\n */\n/**\n * WHICH RECORD A CAPTURE LANDS ON (AGL-3232) — the Salesforce rule, decided\n * here because the CRM is the plugin that models both records.\n *\n * One person is one record: a LEAD until somebody qualifies them, a CONTACT\n * after. Every door used to write both — a lead-routed form filed a lead\n * AND a contact at stage Lead — so one person sat in two lists and the Leads\n * queue was never the whole story. Now a door says what kind of surface it\n * is (`request.surface`) and this decides:\n *\n *  - a LEAD surface files a lead, unless the workspace already holds the\n *    address as a contact — a customer who books a demo is a customer's\n *    interaction, not a new lead — in which case the capture lands on the\n *    contact and no lead is filed;\n *  - a RELATIONSHIP (a member account, a purchase) makes the contact, and\n *    an open lead the site held for the address is stamped converted onto\n *    it, so nobody keeps working a lead who already joined or bought;\n *  - a TOUCH (an unrouted form, a newsletter opt-in) lands on the open lead\n *    when the site holds one — its consent and its history stay on the one\n *    record the rep is working — and on the contact otherwise.\n *\n * A lead is filed through `addHostLead`, the one writer of the leads silo,\n * so it is keyed on the person, counted against the ceiling and carries the\n * campaign touch the door resolved. A NEW lead announces itself with the\n * `lead` host event, which is what a \"new lead\" automation listens for; a\n * repeat capture on a lead the site already held announces nothing, the\n * way a repeat visit by a contact is an interaction and not a creation.\n */\nexport async function captureContactForCrm(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  const surface = request.surface ?? 'touch'\n  // The one refusal every surface shares, answered before any read: an\n  // address nothing can key is a person nothing can record.\n  if (!normalizeContactEmail(request.identity.email)) return refusedEmail()\n  try {\n    if (surface === 'lead') {\n      if (!(await heldAsContact(request))) return await stampedAfter(request, fileLead(request))\n    } else if (surface === 'touch') {\n      if (await openLeadFor(request)) return await stampedAfter(request, fileLead(request))\n    }\n    const verdict = await captureOnContact(request)\n    if (verdict.ok) await stampOrigin(request)\n    if (verdict.ok && verdict.record === 'contact' && surface === 'relationship') {\n      await convertOpenLeadOntoContact({\n        hostId: request.hostId,\n        email: request.identity.email,\n        contactId: verdict.contactId,\n        // Money changing hands is a purchase whichever door took it — a paid\n        // booking or a stay is one as much as an order is.\n        by:\n          request.interaction.source === 'order' || (request.purchaseCents ?? 0) > 0\n            ? 'purchase'\n            : 'signup',\n      })\n    }\n    return verdict\n  } catch (error) {\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/**\n * WHERE THE PERSON CAME FROM (AGL-3519): the door's word — a form, a\n * booking, a newsletter, a member, an order — as the built-in Lead source\n * it names, on a record the capture just started and that names none. A\n * person met before keeps whatever lead source they hold, or the lack of one.\n * Never fails the capture: the writer swallows its own errors.\n */\nasync function stampOrigin(request: PluginContactCaptureRequest): Promise<void> {\n  await crmRecordOriginWriter.stamp({\n    hostId: request.hostId,\n    email: normalizeContactEmail(request.identity.email) ?? '',\n    origin: request.interaction.source,\n    firstTouchOnly: true,\n  })\n}\n\n/** A filed lead's verdict, after its origin is stamped when the filing took. */\nasync function stampedAfter(\n  request: PluginContactCaptureRequest,\n  filed: Promise<PluginContactCaptured>,\n): Promise<PluginContactCaptured> {\n  const verdict = await filed\n  if (verdict.ok) await stampOrigin(request)\n  return verdict\n}\n\n/** The refusal every door gets for an address nothing can key. */\nfunction refusedEmail(): PluginContactCaptured {\n  return { ok: false, reason: 'invalid-email', error: refusalText('invalid-email') }\n}\n\n/**\n * Whether the workspace already holds the address as a contact — the\n * address index first, then the query, the same lookup every dedupe uses.\n * ORG-wide, not scoped to the capturing site: the contact door dedupes\n * across every site in the org, so a person any site holds as a contact\n * is a contact, whichever site met them this time.\n */\nasync function heldAsContact(request: PluginContactCaptureRequest): Promise<boolean> {\n  const contacts = await orgDataCollectionForHost(request.hostId, 'contacts')\n  return (await findContactByEmail(contacts, request.identity.email)) !== null\n}\n\n/** Whether the site holds an OPEN lead for the address — neither converted nor closed. */\nasync function openLeadFor(request: PluginContactCaptureRequest): Promise<boolean> {\n  const key = personKey(request.identity.email) as string\n  /*\n   * Through the seam, which reads the org row and falls back to a lead the\n   * backfill has not reached (AGL-3275). UNSCOPED on purpose: a sibling brand\n   * in the same consent group has to find this person, or its door concludes\n   * there is no lead and files the duplicate this migration exists to end.\n   */\n  const snapshot = await readLeadForHost(request.hostId, key)\n  if (!snapshot) return false\n  const lead = (snapshot.data() ?? {}) as Record<string, unknown> & CrmLeadFields\n  return !lead.convertedContactId && isCrmLeadOpen(lead)\n}\n\n/**\n * The capture as a LEAD. The source string is the lead silo's own\n * vocabulary — `form:{formId}` for a form, the door's word otherwise — so\n * a lead's provenance survives the form being renamed, as the submission's\n * does.\n */\nasync function fileLead(request: PluginContactCaptureRequest): Promise<PluginContactCaptured> {\n  const email = normalizeContactEmail(request.identity.email) as string\n  const key = personKey(email) as string\n  const hostRef = firebaseAdmin.app().firestore().collection('hosts').doc(request.hostId)\n  // `addHostLead` resolves and writes the org collection itself (AGL-3275);\n  // this only needs to know whether the person is new, which decides the event.\n  const created = !(await readLeadForHost(request.hostId, key))\n  const { formId } = entryPointOf(request.detail)\n  const source =\n    request.interaction.source === 'form' && formId\n      ? formLeadSource(formId)\n      : request.interaction.source\n  const outcome = await addHostLeadOutcome({\n    hostRef,\n    hostId: request.hostId,\n    lead: {\n      email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source,\n      ...(request.marketingConsent ? { marketingConsent: true } : {}),\n      ...disclosureOf(request),\n      ...phoneFillOf(request),\n    },\n    ...(conversionTouchOf(request.detail).conversionTouch\n      ? { touch: conversionTouchOf(request.detail).conversionTouch }\n      : {}),\n  })\n  if (!outcome.stored) {\n    return {\n      ok: false,\n      reason: 'band',\n      error: 'This site is at the number of leads it may hold, so the lead was not recorded.',\n    }\n  }\n  if (created) {\n    const cause = contactCaptureActor(\n      request.interaction.source,\n      email,\n      request.actor,\n    )\n    await emitHostEvent(\n      request.hostId,\n      'lead',\n      {\n        email,\n        source,\n        leadId: key,\n        ...(request.identity.name ? { name: request.identity.name } : {}),\n      },\n      cause ? { actor: cause } : {},\n    )\n  }\n  return { ok: true, record: 'lead', leadId: key, created, sourceAdded: outcome.sourceAdded }\n}\n\n/** The capture as a CONTACT — what every capture was before the rule above. */\nasync function captureOnContact(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  try {\n    const verdict = await captureHostContact({\n      ...(request.actor ? { actor: request.actor } : {}),\n      hostId: request.hostId,\n      email: request.identity.email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source: contactSourceOf(request.interaction.source),\n      interaction: {\n        ...(request.interaction.atMs === undefined\n          ? {}\n          : { atMs: request.interaction.atMs }),\n        ...(request.interaction.refId ? { refId: request.interaction.refId } : {}),\n        ...(request.interaction.summary\n          ? { summary: request.interaction.summary }\n          : {}),\n        ...entryPointOf(request.detail),\n      },\n      ...conversionTouchOf(request.detail),\n      ...(request.marketingConsent === undefined\n        ? {}\n        : { marketingConsent: request.marketingConsent }),\n      ...disclosureOf(request),\n      ...(request.tags?.length ? { tags: request.tags } : {}),\n      ...campaignsFiledUnder(request),\n      ...(request.purchaseCents === undefined\n        ? {}\n        : { purchaseCents: request.purchaseCents }),\n      ...(request.purchaseCurrency\n        ? { purchaseCurrency: request.purchaseCurrency }\n        : {}),\n      ...(request.lifecycleFloor\n        ? { initialLifecycleStage: request.lifecycleFloor as never }\n        : {}),\n      ...(request.profile ? { facet: request.profile as never } : {}),\n      ...(phoneFillOf(request).phoneFill\n        ? { facetFill: { phone: phoneFillOf(request).phoneFill } }\n        : {}),\n    })\n    if ('refused' in verdict) {\n      return { ok: false, reason: verdict.refused, error: refusalText(verdict.refused) }\n    }\n    return {\n      ok: true,\n      record: 'contact',\n      contactId: verdict.contactId,\n      created: verdict.created,\n    }\n  } catch (error) {\n    /*\n     * The contract's `error` is the last state, not a channel for a stack:\n     * a silo may show or log it as it stands, so it says what happened and\n     * names nothing internal. The detail goes to the log, where whoever is\n     * debugging a missing contact will look.\n     */\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/**\n * THE DISCLOSURE the capture surface rendered, handed to whichever record the\n * capture lands on (AGL-3320).\n *\n * Passed through unread: both writers resolve the site's group themselves and\n * pool the opt-in only when this is its current key, so a lead and a contact\n * written by one capture record the same sites. A string or nothing, since\n * the writers compare it exactly and anything else could only fail to match.\n */\nfunction disclosureOf(\n  request: PluginContactCaptureRequest,\n): { disclosedConsentGroup?: string } {\n  const key = request.disclosedConsentGroup\n  return typeof key === 'string' && key ? { disclosedConsentGroup: key } : {}\n}\n\n/**\n * THE PHONE A CAPTURE LEARNED IN PASSING (AGL-3493), off `profileFill`.\n *\n * Normalized here so a lead and a contact written by one capture keep the\n * same E.164 string, and dropped when it will not normalize: a fill is an\n * enrichment, and a number in some other shape on the record is the\n * \"stored three ways\" failure `normalizePhone` exists to end. Both writers\n * put it only where the record holds no phone.\n */\nfunction phoneFillOf(request: PluginContactCaptureRequest): { phoneFill?: string } {\n  const raw = request.profileFill?.['phone']\n  const phone = typeof raw === 'string' ? normalizePhone(raw) : null\n  return phone ? { phoneFill: phone } : {}\n}\n\n/**\n * THE ENTRY POINT, off the silo's own `detail` bag (AGL-3080).\n *\n * The contract carries a capture's silo-side facts opaquely, so the two the\n * CRM models are picked out here rather than typed into the platform. Both\n * ride the INTERACTION, which is where `upsertHostContact` already keeps\n * them: which form a person came in through routes the owner-assignment\n * rules and rides the `contactCreated` payload, and the page is what a\n * timeline row says about where they were.\n *\n * Absent, misspelled or the wrong type is the same answer as a door that\n * never had one — a capture without an entry point, which is every capture\n * that did not come through a form. It is never a reason to refuse: the\n * person is the part that matters.\n */\nfunction entryPointOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): { formId?: string; path?: string } {\n  const text = (value: unknown): string | undefined =>\n    typeof value === 'string' && value.trim() ? value : undefined\n  const formId = text(detail?.['formId'])\n  const path = text(detail?.['path'])\n  return {\n    ...(formId ? { formId } : {}),\n    ...(path ? { path } : {}),\n  }\n}\n\n/**\n * The campaigns the capture surface is filed under, as the contact writer\n * records them. A capture names what its surface is filed under by container\n * kind; the CRM keeps the `campaign` kind on the person's site facet, and a\n * kind it does not keep is the capture's to name and the CRM's to ignore.\n */\nfunction campaignsFiledUnder(\n  request: PluginContactCaptureRequest,\n): Pick<UpsertHostContactOptions, 'campaignIds'> {\n  const ids = request.containers?.['campaign'] ?? []\n  return ids.length ? { campaignIds: ids } : {}\n}\n\n/**\n * WHERE THE VISITOR CAME FROM, off the same bag.\n *\n * ⚠️ A different fact from `campaignIds` and the two must never be folded\n * together — `upsert-contact.ts` says so at the field itself. A touch is the\n * ad or the link the visitor arrived by, already resolved by the plugin that\n * credits outcomes (`plugin-conversion-credit`) at the silo's door;\n * `campaignIds` is which campaigns the merchant filed the capture SURFACE\n * under, which is true of everybody who fills that form in. Folding them\n * would credit a campaign for a visitor who typed the address.\n *\n * Passed through as the silo handed it, unread: the touch's shape belongs\n * to the creditor that resolved it, and the creditor checks it again when\n * the contact or the lead is credited. Only its presence is decided here,\n * because `null` and absent mean the same thing to the writer and a caller\n * should not have to know which one it sends.\n */\nfunction conversionTouchOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): Pick<UpsertHostContactOptions, 'conversionTouch'> {\n  const touch = detail?.[CONVERSION_TOUCH_DETAIL]\n  return touch && typeof touch === 'object'\n    ? { conversionTouch: touch as PluginConversionTouch }\n    : {}\n}\n\n/**\n * The silo's word for its door, as a source the CRM stores.\n *\n * ⚠️ `ContactSource` is a CLOSED union and the contract's `source` is an open\n * string, deliberately: a silo declares its door with\n * `registerPluginContactSource` rather than core enumerating every plugin's.\n * The two meet here, and a word outside the union is passed through rather\n * than rejected — refusing it would lose a third-party plugin's capture over\n * a label, and the capture is the part that matters.\n *\n * ⛔ What it costs, until the union is widened: the console's source filter\n * and `SOURCE_LABELS` key on these values, so an undeclared word renders raw\n * and matches no filter. Every first-party silo uses a word in the union, so\n * nothing does that today.\n */\nexport function contactSourceOf(source: string): ContactSource {\n  const word = String(source ?? '').trim()\n  if (!Object.hasOwn(CONTACT_SOURCE_LABELS, word)) {\n    // Said once, where somebody debugging an unlabelled row will find it.\n    // Not a refusal: the capture is worth more than the label.\n    console.warn(\n      `crm contact capture: source \"${word}\" has no label, so it will render ` +\n        'raw and match no filter in the console.',\n    )\n  }\n  return word as ContactSource\n}\n\n/** What a refused caller is told — customer-safe, and never a key. */\nfunction refusalText(reason: 'invalid-email' | 'band' | 'erased' | 'error'): string {\n  switch (reason) {\n    case 'invalid-email':\n      return 'That address could not be read, so no contact was recorded.'\n    case 'band':\n      return 'This workspace is at the number of contacts its plan holds.'\n    case 'erased':\n      return 'This person was erased from this workspace and was not recreated.'\n    default:\n      return 'The contact could not be recorded. Nothing else was affected.'\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/capture-contact.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type {\n  PluginContactCaptureRequest,\n  PluginContactCaptured,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ContactSource,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport { formLeadSource } from '@aglyn/aglyn/app-utils/forms'\nimport { normalizePhone } from '@aglyn/aglyn/foundation/definitions/contact.types'\nimport {\n  type CrmLeadFields,\n  isCrmLeadOpen,\n  normalizeContactEmail,\n  personKey,\n} from '@aglyn/aglyn/server'\nimport { captureHostContact } from './capture-host-contact'\nimport { contactCaptureActor } from '@aglyn/tenant-runtime/capture-actor'\nimport { emitHostEvent } from '@aglyn/tenant-runtime/emit-host-event'\nimport {\n  addHostLeadOutcome,\n  findContactByEmail,\n  firebaseAdmin,\n  orgDataCollectionForHost,\n  readLeadForHost,\n  type UpsertHostContactOptions,\n} from '@aglyn/tenant-data-admin'\nimport {\n  CONVERSION_TOUCH_DETAIL,\n  type PluginConversionTouch,\n} from '@aglyn/aglyn/plugin-manager/plugin-conversion-credit'\nimport { convertOpenLeadOntoContact } from './convert-open-lead'\nimport { crmRecordOriginWriter } from './record-origin'\n\n/**\n * The CRM answering the platform's contact-capture contract (AGL-3080).\n *\n * Four silos meet the same person — a form submission, a member signing up,\n * an order, a booking — and none of them is the record system. Each holds an\n * address, a name and the fact that something happened, and each wants the\n * workspace's person record to know. Today each imports `captureHostContact`\n * directly, which is the highest fan-in edge in the repo and makes the CRM\n * something a storefront cannot take a payment without.\n *\n * So this is the CRM's side of the seam: the silo reports what it saw, and\n * the plugin that keeps people decides everything a record system decides —\n * keying the address, whether this is somebody new, the audience band, the\n * erasure rows, the company, the owner, and what a new person sets off.\n * `captureHostContact` already does all of that; this translates the\n * contract's vocabulary into its options and its verdict back.\n *\n * ⚠️ IT NEVER THROWS. Every caller has already done the thing it is\n * recording — the submission was accepted, the order was paid — so a refusal\n * is RETURNED and costs the silo nothing. A throw here would lose an order\n * for a contact that could not be filed.\n */\n/**\n * WHICH RECORD A CAPTURE LANDS ON (AGL-3232) — the Salesforce rule, decided\n * here because the CRM is the plugin that models both records.\n *\n * One person is one record: a LEAD until somebody qualifies them, a CONTACT\n * after. Every door used to write both — a lead-routed form filed a lead\n * AND a contact at stage Lead — so one person sat in two lists and the Leads\n * queue was never the whole story. Now a door says what kind of surface it\n * is (`request.surface`) and this decides:\n *\n *  - a LEAD surface files a lead, unless the workspace already holds the\n *    address as a contact — a customer who books a demo is a customer's\n *    interaction, not a new lead — in which case the capture lands on the\n *    contact and no lead is filed;\n *  - a RELATIONSHIP (a member account, a purchase) makes the contact, and\n *    an open lead the site held for the address is stamped converted onto\n *    it, so nobody keeps working a lead who already joined or bought;\n *  - a TOUCH (an unrouted form, a newsletter opt-in) lands on the open lead\n *    when the site holds one — its consent and its history stay on the one\n *    record the rep is working — and on the contact otherwise.\n *\n * A lead is filed through `addHostLead`, the one writer of the leads silo,\n * so it is keyed on the person, counted against the ceiling and carries the\n * campaign touch the door resolved. A NEW lead announces itself with the\n * `lead` host event, which is what a \"new lead\" automation listens for; a\n * repeat capture on a lead the site already held announces nothing, the\n * way a repeat visit by a contact is an interaction and not a creation.\n */\nexport async function captureContactForCrm(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  const surface = request.surface ?? 'touch'\n  // The one refusal every surface shares, answered before any read: an\n  // address nothing can key is a person nothing can record.\n  if (!normalizeContactEmail(request.identity.email)) return refusedEmail()\n  try {\n    if (surface === 'lead') {\n      if (!(await heldAsContact(request))) return await stampedAfter(request, fileLead(request))\n    } else if (surface === 'touch') {\n      if (await openLeadFor(request)) return await stampedAfter(request, fileLead(request))\n    }\n    const verdict = await captureOnContact(request)\n    if (verdict.ok) await stampOrigin(request)\n    if (verdict.ok && verdict.record === 'contact' && surface === 'relationship') {\n      await convertOpenLeadOntoContact({\n        hostId: request.hostId,\n        email: request.identity.email,\n        contactId: verdict.contactId,\n        // Money changing hands is a purchase whichever door took it — a paid\n        // booking or a stay is one as much as an order is.\n        by:\n          request.interaction.source === 'order' || (request.purchaseCents ?? 0) > 0\n            ? 'purchase'\n            : 'signup',\n      })\n    }\n    return verdict\n  } catch (error) {\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/**\n * WHERE THE PERSON CAME FROM (AGL-3519): the door's word — a form, a\n * booking, a newsletter, a member, an order — as the built-in Lead source\n * it names, on a record the capture just started and that names none. A\n * person met before keeps whatever lead source they hold, or the lack of one.\n * Never fails the capture: the writer swallows its own errors.\n */\nasync function stampOrigin(request: PluginContactCaptureRequest): Promise<void> {\n  await crmRecordOriginWriter.stamp({\n    hostId: request.hostId,\n    email: normalizeContactEmail(request.identity.email) ?? '',\n    origin: request.interaction.source,\n    firstTouchOnly: true,\n  })\n}\n\n/** A filed lead's verdict, after its origin is stamped when the filing took. */\nasync function stampedAfter(\n  request: PluginContactCaptureRequest,\n  filed: Promise<PluginContactCaptured>,\n): Promise<PluginContactCaptured> {\n  const verdict = await filed\n  if (verdict.ok) await stampOrigin(request)\n  return verdict\n}\n\n/** The refusal every door gets for an address nothing can key. */\nfunction refusedEmail(): PluginContactCaptured {\n  return { ok: false, reason: 'invalid-email', error: refusalText('invalid-email') }\n}\n\n/**\n * Whether the workspace already holds the address as a contact — the\n * address index first, then the query, the same lookup every dedupe uses.\n * ORG-wide, not scoped to the capturing site: the contact door dedupes\n * across every site in the org, so a person any site holds as a contact\n * is a contact, whichever site met them this time.\n */\nasync function heldAsContact(request: PluginContactCaptureRequest): Promise<boolean> {\n  const contacts = await orgDataCollectionForHost(request.hostId, 'contacts')\n  return (await findContactByEmail(contacts, request.identity.email)) !== null\n}\n\n/** Whether the site holds an OPEN lead for the address — neither converted nor closed. */\nasync function openLeadFor(request: PluginContactCaptureRequest): Promise<boolean> {\n  const key = personKey(request.identity.email) as string\n  /*\n   * Through the seam, which reads the org row and falls back to a lead the\n   * backfill has not reached (AGL-3275). UNSCOPED on purpose: a sibling brand\n   * in the same consent group has to find this person, or its door concludes\n   * there is no lead and files the duplicate this migration exists to end.\n   */\n  const snapshot = await readLeadForHost(request.hostId, key)\n  if (!snapshot) return false\n  const lead = (snapshot.data() ?? {}) as Record<string, unknown> & CrmLeadFields\n  return !lead.convertedContactId && isCrmLeadOpen(lead)\n}\n\n/**\n * The capture as a LEAD. The source string is the lead silo's own\n * vocabulary — `form:{formId}` for a form, the door's word otherwise — so\n * a lead's provenance survives the form being renamed, as the submission's\n * does.\n */\nasync function fileLead(request: PluginContactCaptureRequest): Promise<PluginContactCaptured> {\n  const email = normalizeContactEmail(request.identity.email) as string\n  const key = personKey(email) as string\n  const hostRef = firebaseAdmin.app().firestore().collection('hosts').doc(request.hostId)\n  // `addHostLead` resolves and writes the org collection itself (AGL-3275);\n  // this only needs to know whether the person is new, which decides the event.\n  const created = !(await readLeadForHost(request.hostId, key))\n  const { formId } = entryPointOf(request.detail)\n  const source =\n    request.interaction.source === 'form' && formId\n      ? formLeadSource(formId)\n      : request.interaction.source\n  const outcome = await addHostLeadOutcome({\n    hostRef,\n    hostId: request.hostId,\n    lead: {\n      email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source,\n      ...(request.marketingConsent ? { marketingConsent: true } : {}),\n      ...disclosureOf(request),\n      // Filed under the surface's campaigns, as the contact door files a\n      // contact (AGL-3458): a lead-routed form in a campaign makes a lead\n      // in that campaign.\n      ...campaignsFiledUnder(request),\n      ...phoneFillOf(request),\n    },\n    ...(conversionTouchOf(request.detail).conversionTouch\n      ? { touch: conversionTouchOf(request.detail).conversionTouch }\n      : {}),\n  })\n  if (!outcome.stored) {\n    return {\n      ok: false,\n      reason: 'band',\n      error: 'This site is at the number of leads it may hold, so the lead was not recorded.',\n    }\n  }\n  if (created) {\n    const cause = contactCaptureActor(\n      request.interaction.source,\n      email,\n      request.actor,\n    )\n    await emitHostEvent(\n      request.hostId,\n      'lead',\n      leadCreatedPayload({\n        leadId: key,\n        email,\n        name: request.identity.name,\n        source,\n        hostId: request.hostId,\n        formId,\n        campaignIds: campaignsFiledUnder(request).campaignIds,\n      }),\n      cause ? { actor: cause } : {},\n    )\n  }\n  return { ok: true, record: 'lead', leadId: key, created, sourceAdded: outcome.sourceAdded }\n}\n\n/**\n * The `lead` payload (AGL-3458), as the scalars an event may carry — the\n * shape `contactCreatedPayload` gives a new contact, so one condition reads\n * the same on either event: `name` always present, empty when the door had\n * none; `formId` only when a form filed the lead, so `notEmpty` on it reads\n * as \"came in through a form\" and `equals` picks one form's people out; and\n * `campaignIds` comma-joined, only when the surface is filed under any.\n */\nexport function leadCreatedPayload(lead: {\n  leadId: string\n  email: string\n  name?: string | null\n  source: string\n  hostId: string\n  formId?: string | null\n  campaignIds?: readonly string[]\n}): Record<string, string> {\n  const formId = String(lead.formId ?? '').trim()\n  return {\n    leadId: lead.leadId,\n    email: lead.email,\n    name: String(lead.name ?? '').trim(),\n    source: lead.source,\n    hostId: lead.hostId,\n    ...(formId ? { formId } : {}),\n    ...(lead.campaignIds?.length ? { campaignIds: lead.campaignIds.join(',') } : {}),\n  }\n}\n\n/** The capture as a CONTACT — what every capture was before the rule above. */\nasync function captureOnContact(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  try {\n    const verdict = await captureHostContact({\n      ...(request.actor ? { actor: request.actor } : {}),\n      hostId: request.hostId,\n      email: request.identity.email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source: contactSourceOf(request.interaction.source),\n      interaction: {\n        ...(request.interaction.atMs === undefined\n          ? {}\n          : { atMs: request.interaction.atMs }),\n        ...(request.interaction.refId ? { refId: request.interaction.refId } : {}),\n        ...(request.interaction.summary\n          ? { summary: request.interaction.summary }\n          : {}),\n        ...entryPointOf(request.detail),\n      },\n      ...conversionTouchOf(request.detail),\n      ...(request.marketingConsent === undefined\n        ? {}\n        : { marketingConsent: request.marketingConsent }),\n      ...disclosureOf(request),\n      ...(request.tags?.length ? { tags: request.tags } : {}),\n      ...campaignsFiledUnder(request),\n      ...(request.purchaseCents === undefined\n        ? {}\n        : { purchaseCents: request.purchaseCents }),\n      ...(request.purchaseCurrency\n        ? { purchaseCurrency: request.purchaseCurrency }\n        : {}),\n      ...(request.lifecycleFloor\n        ? { initialLifecycleStage: request.lifecycleFloor as never }\n        : {}),\n      ...(request.profile ? { facet: request.profile as never } : {}),\n      ...(phoneFillOf(request).phoneFill\n        ? { facetFill: { phone: phoneFillOf(request).phoneFill } }\n        : {}),\n    })\n    if ('refused' in verdict) {\n      return { ok: false, reason: verdict.refused, error: refusalText(verdict.refused) }\n    }\n    return {\n      ok: true,\n      record: 'contact',\n      contactId: verdict.contactId,\n      created: verdict.created,\n    }\n  } catch (error) {\n    /*\n     * The contract's `error` is the last state, not a channel for a stack:\n     * a silo may show or log it as it stands, so it says what happened and\n     * names nothing internal. The detail goes to the log, where whoever is\n     * debugging a missing contact will look.\n     */\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/**\n * THE DISCLOSURE the capture surface rendered, handed to whichever record the\n * capture lands on (AGL-3320).\n *\n * Passed through unread: both writers resolve the site's group themselves and\n * pool the opt-in only when this is its current key, so a lead and a contact\n * written by one capture record the same sites. A string or nothing, since\n * the writers compare it exactly and anything else could only fail to match.\n */\nfunction disclosureOf(\n  request: PluginContactCaptureRequest,\n): { disclosedConsentGroup?: string } {\n  const key = request.disclosedConsentGroup\n  return typeof key === 'string' && key ? { disclosedConsentGroup: key } : {}\n}\n\n/**\n * THE PHONE A CAPTURE LEARNED IN PASSING (AGL-3493), off `profileFill`.\n *\n * Normalized here so a lead and a contact written by one capture keep the\n * same E.164 string, and dropped when it will not normalize: a fill is an\n * enrichment, and a number in some other shape on the record is the\n * \"stored three ways\" failure `normalizePhone` exists to end. Both writers\n * put it only where the record holds no phone.\n */\nfunction phoneFillOf(request: PluginContactCaptureRequest): { phoneFill?: string } {\n  const raw = request.profileFill?.['phone']\n  const phone = typeof raw === 'string' ? normalizePhone(raw) : null\n  return phone ? { phoneFill: phone } : {}\n}\n\n/**\n * THE ENTRY POINT, off the silo's own `detail` bag (AGL-3080).\n *\n * The contract carries a capture's silo-side facts opaquely, so the two the\n * CRM models are picked out here rather than typed into the platform. Both\n * ride the INTERACTION, which is where `upsertHostContact` already keeps\n * them: which form a person came in through routes the owner-assignment\n * rules and rides the `contactCreated` payload, and the page is what a\n * timeline row says about where they were.\n *\n * Absent, misspelled or the wrong type is the same answer as a door that\n * never had one — a capture without an entry point, which is every capture\n * that did not come through a form. It is never a reason to refuse: the\n * person is the part that matters.\n */\nfunction entryPointOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): { formId?: string; path?: string } {\n  const text = (value: unknown): string | undefined =>\n    typeof value === 'string' && value.trim() ? value : undefined\n  const formId = text(detail?.['formId'])\n  const path = text(detail?.['path'])\n  return {\n    ...(formId ? { formId } : {}),\n    ...(path ? { path } : {}),\n  }\n}\n\n/**\n * The campaigns the capture surface is filed under, as the contact writer\n * records them. A capture names what its surface is filed under by container\n * kind; the CRM keeps the `campaign` kind on the person's site facet, and a\n * kind it does not keep is the capture's to name and the CRM's to ignore.\n */\nfunction campaignsFiledUnder(\n  request: PluginContactCaptureRequest,\n): Pick<UpsertHostContactOptions, 'campaignIds'> {\n  const ids = request.containers?.['campaign'] ?? []\n  return ids.length ? { campaignIds: ids } : {}\n}\n\n/**\n * WHERE THE VISITOR CAME FROM, off the same bag.\n *\n * ⚠️ A different fact from `campaignIds` and the two must never be folded\n * together — `upsert-contact.ts` says so at the field itself. A touch is the\n * ad or the link the visitor arrived by, already resolved by the plugin that\n * credits outcomes (`plugin-conversion-credit`) at the silo's door;\n * `campaignIds` is which campaigns the merchant filed the capture SURFACE\n * under, which is true of everybody who fills that form in. Folding them\n * would credit a campaign for a visitor who typed the address.\n *\n * Passed through as the silo handed it, unread: the touch's shape belongs\n * to the creditor that resolved it, and the creditor checks it again when\n * the contact or the lead is credited. Only its presence is decided here,\n * because `null` and absent mean the same thing to the writer and a caller\n * should not have to know which one it sends.\n */\nfunction conversionTouchOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): Pick<UpsertHostContactOptions, 'conversionTouch'> {\n  const touch = detail?.[CONVERSION_TOUCH_DETAIL]\n  return touch && typeof touch === 'object'\n    ? { conversionTouch: touch as PluginConversionTouch }\n    : {}\n}\n\n/**\n * The silo's word for its door, as a source the CRM stores.\n *\n * ⚠️ `ContactSource` is a CLOSED union and the contract's `source` is an open\n * string, deliberately: a silo declares its door with\n * `registerPluginContactSource` rather than core enumerating every plugin's.\n * The two meet here, and a word outside the union is passed through rather\n * than rejected — refusing it would lose a third-party plugin's capture over\n * a label, and the capture is the part that matters.\n *\n * ⛔ What it costs, until the union is widened: the console's source filter\n * and `SOURCE_LABELS` key on these values, so an undeclared word renders raw\n * and matches no filter. Every first-party silo uses a word in the union, so\n * nothing does that today.\n */\nexport function contactSourceOf(source: string): ContactSource {\n  const word = String(source ?? '').trim()\n  if (!Object.hasOwn(CONTACT_SOURCE_LABELS, word)) {\n    // Said once, where somebody debugging an unlabelled row will find it.\n    // Not a refusal: the capture is worth more than the label.\n    console.warn(\n      `crm contact capture: source \"${word}\" has no label, so it will render ` +\n        'raw and match no filter in the console.',\n    )\n  }\n  return word as ContactSource\n}\n\n/** What a refused caller is told — customer-safe, and never a key. */\nfunction refusalText(reason: 'invalid-email' | 'band' | 'erased' | 'error'): string {\n  switch (reason) {\n    case 'invalid-email':\n      return 'That address could not be read, so no contact was recorded.'\n    case 'band':\n      return 'This workspace is at the number of contacts its plan holds.'\n    case 'erased':\n      return 'This person was erased from this workspace and was not recreated.'\n    default:\n      return 'The contact could not be recorded. Nothing else was affected.'\n  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package/src/lib/server/crm-email-activity.d.ts

@@ -0,0 +1,118 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { type CrmActivity, type CrmEmailDeliveryState } from '@aglyn/aglyn/server';
+/**
+ * The activity row a one-to-one email is logged as, on the server side
+ * (AGL-2615): where it lives, how it is written, and how the delivery
+ * webhook moves its state.
+ *
+ * Two writers log a sent email — the console's `crm/email-send` route and
+ * the `sendEmail` automation step — and one reader advances it, the Resend
+ * event webhook. The reader has to find the row from nothing but the tags
+ * on the message, so the id is minted BEFORE the send and stamped on it,
+ * and the row is written only after the provider accepted the message. A
+ * row written first would be an "email" on the timeline for a message that
+ * never left.
+ *
+ * Firestore is a parameter throughout, as in `crm-records.ts`: the callers
+ * hold one, and a module that reached for the Admin app itself would drag
+ * it into every spec that only wants the arithmetic.
+ */
+/** `orgs/{orgId}/crmActivities/{activityId}`. */
+export declare function crmActivityRef(firestore: FirebaseFirestore.Firestore, orgId: string, activityId: string): FirebaseFirestore.DocumentReference;
+/**
+ * A fresh reference for the row a send is about to earn — `doc()` with no
+ * id mints one locally and reads nothing, so the id can ride the message
+ * as a tag before anything is written.
+ */
+export declare function newCrmActivityRef(firestore: FirebaseFirestore.Firestore, orgId: string): FirebaseFirestore.DocumentReference;
+/**
+ * Writes the row a sent email is logged as, stamped with the server clock.
+ *
+ * `set` rather than `add`, because the id was minted ahead of the send and
+ * is already on the message; a second id here would be the one the webhook
+ * could not find.
+ */
+export declare function writeCrmEmailActivity(ref: FirebaseFirestore.DocumentReference, activity: CrmActivity): Promise<void>;
+/**
+ * Which delivery state one normalized delivery event moves a row to, or
+ * `null` for an event that moves nothing.
+ *
+ * Takes the log's own vocabulary (`EmailDeliveryEventType`) rather than the
+ * provider's wire strings: the mail provider's `deliveryEvents` is the one place
+ * that reads those, and this module must not become a second. The five
+ * states the timeline shows share the log's names exactly, so the mapping
+ * is membership; `delayed` and `failed` are the log's own and the row keeps
+ * whatever it held.
+ */
+export declare function crmEmailDeliveryStateForEvent(type: string | null | undefined): CrmEmailDeliveryState | null;
+export type CrmEmailDeliveryOutcome = 
+/** The row moved to the incoming state. */
+'advanced'
+/** The row already held this state or a later one; nothing written. */
+ | 'unchanged'
+/** No email activity by that id in that org; nothing written. */
+ | 'missing'
+/** The read or the write threw; logged, and nothing is promised. */
+ | 'failed';
+/**
+ * One delivery event, onto the activity row it names (AGL-2615).
+ *
+ * A TRANSACTION, because the rule is "keep the later state" and two events
+ * for one message routinely arrive together — `delivered` and `opened`
+ * within the same second from a mail client that fetches images on
+ * receipt. Two plain read-then-writes interleaved would let the earlier
+ * event land last and print "Delivered" over an open that already
+ * happened; inside a transaction the second read sees the first write and
+ * `nextCrmEmailDeliveryState` answers "unchanged".
+ *
+ * A row that is not an email activity is left alone: the tag named it, but
+ * a delivery state on a call log would be a chip the timeline has no way to
+ * explain. **Never throws** — the webhook answers the provider 200 whatever
+ * happens here, so a failure is logged and reported rather than raised.
+ */
+export declare function recordCrmEmailDelivery(firestore: FirebaseFirestore.Firestore, input: {
+    orgId: string;
+    activityId: string;
+    state: CrmEmailDeliveryState;
+    /** When the provider says it happened, epoch ms. */
+    atMs: number;
+    /**
+     * What the receiving server said (AGL-3245), for a failure: the bounce's
+     * diagnostic, scrubbed of the address. Kept beside the state as
+     * `deliveryDetail`, so the timeline can say why the message did not land.
+     */
+    detail?: string | null;
+}): Promise<CrmEmailDeliveryOutcome>;
+/**
+ * `orgs/{orgId}/crmActivities/{id}` for a CAPTURED message (AGL-2657), with
+ * the id derived from the message's key — its `Message-ID`, else the
+ * provider's id — so a second delivery of one message addresses the row
+ * the first delivery wrote. A hash rather than the key itself, because a
+ * `Message-ID` carries `<`, `@` and `/`, which a document id may not.
+ */
+export declare function crmCapturedEmailActivityRef(firestore: FirebaseFirestore.Firestore, orgId: string, key: string): FirebaseFirestore.DocumentReference;
+/** What a create answered: the row is new, or it was already there. */
+export type CrmEmailActivityCreateOutcome = 'created' | 'duplicate';
+/**
+ * Writes a captured message's row ONCE: `create()`, which refuses a
+ * document that already exists, is what makes two deliveries of one
+ * message one row even when they arrive together — the second create is
+ * the one Firestore refuses, and this answers `duplicate` for it. Any
+ * other failure is the caller's.
+ */
+export declare function createCrmEmailActivity(ref: FirebaseFirestore.DocumentReference, activity: CrmActivity): Promise<CrmEmailActivityCreateOutcome>;