@aglyn/plugins-crm 1.0.0-beta.224 → 1.0.0-beta.226

package/src/lib/server/picklist-values.js

@@ -14,10 +14,10 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  * See the License for the specific language governing permissions and
  * limitations under the License.
- */ import { consentGroupForHost, CONTACT_FACETS_FIELD, CRM_COLLECTIONS, CRM_CONTACT_FACET_KEYS_FIELD, CRM_LEAD_SOURCE_PICKLIST, crmContactFacetKeys, crmPicklistDefinition, crmPicklistKey, effectiveCrmPicklist, newResourceScopeFields, normalizeCrmPicklist, ORG_SCOPE_TOKEN } from "@aglyn/aglyn/server";
+ */ import { consentGroupForHost, CONTACT_FACETS_FIELD, CRM_COLLECTIONS, CRM_CONTACT_FACET_KEYS_FIELD, CRM_LEAD_SOURCE_PICKLIST, crmContactFacetKeys, crmPicklistDefinition, crmPicklistKey, crmPicklistValueByLabel, effectiveCrmPicklist, newResourceScopeFields, normalizeCrmPicklist, ORG_SCOPE_TOKEN } from "@aglyn/aglyn/server";
 import { firebaseAdmin } from "@aglyn/tenant-data-admin";
 import { FieldPath, FieldValue } from "firebase-admin/firestore";
-import { deletePicklistValue, renamePicklistValue } from "../model/picklist-values.js";
+import { addPicklistValue, deletePicklistValue, picklistKeepsGroups, renamePicklistValue, setPicklistValueGroup } from "../model/picklist-values.js";
 import { orgHostIds, readCrmRouteScope } from "./org-caller.js";
 import { authorizeCrmWriter } from "./task-routes.js";
 /** What the suite gate names when a plan without the CRM asks. */ const suiteAct = (definition)=>`Editing the organization's ${definition.plural}`;
@@ -110,6 +110,45 @@ import { authorizeCrmWriter } from "./task-routes.js";
         after = (_page_docs_ = page.docs[page.docs.length - 1]) != null ? _page_docs_ : null;
     }
 }
+/** The group a label is filed under in `picklist` — `null` for none, or a label it does not hold. */ export function picklistGroupOf(picklist, label) {
+    var _ref;
+    var _crmPicklistValueByLabel;
+    return (_ref = label === null ? null : (_crmPicklistValueByLabel = crmPicklistValueByLabel(picklist, label)) == null ? void 0 : _crmPicklistValueByLabel.group) != null ? _ref : null;
+}
+/**
+ * Rewrite a target's GROUP field (AGL-3577) — a lead's
+ * `leadSourceDirection` — on every record holding `label` in any spelling
+ * (by its `keyField`) whose group is not `group` already. Answers how many
+ * were written. The field is derived, like the list keys a restamp writes,
+ * so `updatedAt` is left alone.
+ *
+ * Paged by document id rather than re-run: a record already holding the
+ * group stays in the query's answer.
+ */ export async function regroupEverywhere(firestore, records, target, label, group) {
+    const key = crmPicklistKey(label);
+    if (!key || !target.keyField || !target.groupField) return 0;
+    const query = records.where(target.keyField, '==', key).orderBy(FieldPath.documentId()).limit(BATCH_SIZE);
+    let written = 0;
+    let after = null;
+    for(;;){
+        var _page_docs_;
+        const page = await (after ? query.startAfter(after) : query).get();
+        if (page.empty) return written;
+        const batch = firestore.batch();
+        let changed = 0;
+        for (const snapshot of page.docs){
+            if (snapshot.get(target.groupField) === group) continue;
+            batch.update(snapshot.ref, {
+                [target.groupField]: group
+            });
+            changed += 1;
+        }
+        if (changed) await batch.commit();
+        written += changed;
+        if (page.size < BATCH_SIZE) return written;
+        after = (_page_docs_ = page.docs[page.docs.length - 1]) != null ? _page_docs_ : null;
+    }
+}
 /** A contact as it reads once one holder's facet field holds `to` (or nothing, for `null`). */ function withFacetValue(data, groupId, field, to) {
     var _data_CONTACT_FACETS_FIELD, _facets_groupId;
     const facets = _extends({}, (_data_CONTACT_FACETS_FIELD = data[CONTACT_FACETS_FIELD]) != null ? _data_CONTACT_FACETS_FIELD : {});
@@ -128,9 +167,21 @@ import { authorizeCrmWriter } from "./task-routes.js";
  * picklist fixed to the lead source.
  *
  * Body: `{ hostId | orgId, picklistId, action: 'rename', valueId, label }` or
- * `{ hostId | orgId, picklistId, action: 'delete', valueId, replaceWith: label | null }`.
+ * `{ hostId | orgId, picklistId, action: 'delete', valueId, replaceWith: label | null }`,
+ * and, on a list whose records keep the value's group (`picklistKeepsGroups`,
+ * AGL-3577), `{ …, action: 'group', valueId, group: id | null }` or
+ * `{ …, action: 'add', label, group?, meaning? }`.
  * `picklistId` is one of `CRM_PICKLIST_DEFINITIONS`; anything else is refused.
  *
+ * ## A value's group on its records
+ *
+ * A lead keeps its lead source's group as `leadSourceDirection` — the field
+ * the Leads list's direction filter asks. Any move can change the group a
+ * label has: a regroup, an add of a value records already hold, a rename
+ * onto such a label, a delete. So after the move, every target naming a
+ * `groupField` has it rewritten on the records holding the old label and
+ * the new one, from the list as it now stands.
+ *
  * Records store the value's LABEL (see the picklist block in `crm.ts`), so
  * both moves change records as well as the list: every record the
  * definition's `targets` name that holds the old label is rewritten to the
@@ -160,7 +211,7 @@ import { authorizeCrmWriter } from "./task-routes.js";
  * reveals nothing about the records but their count.
  */ function picklistValuesHandler(fixed) {
     return async (req, res)=>{
-        var _req_body, _body_valueId;
+        var _req_body, _body_valueId, _body_label;
         if (req.method !== 'POST') {
             res.setHeader('Allow', 'POST');
             res.status(405).json({
@@ -186,12 +237,20 @@ import { authorizeCrmWriter } from "./task-routes.js";
         const picklistId = definition.id;
         const action = body['action'];
         const valueId = String((_body_valueId = body['valueId']) != null ? _body_valueId : '').trim().slice(0, 64);
-        if (action !== 'rename' && action !== 'delete' || !valueId) {
+        const regrouping = action === 'group' || action === 'add';
+        if (regrouping && !picklistKeepsGroups(definition)) {
+            res.status(400).json({
+                error: `The ${definition.plural} are added and grouped on the Fields page.`
+            });
+            return;
+        }
+        if (!(action === 'rename' || action === 'delete' || regrouping) || (action === 'add' ? !String((_body_label = body['label']) != null ? _body_label : '').trim() : !valueId)) {
             res.status(400).json({
                 error: 'Name a value, and whether to rename or delete it.'
             });
             return;
         }
+        const asGroup = (raw)=>typeof raw === 'string' && raw ? raw : null;
         const replaceWith = body['replaceWith'] === null || body['replaceWith'] === undefined ? null : String(body['replaceWith']);
         try {
             const writer = await authorizeCrmWriter(req, scope, {
@@ -208,16 +267,24 @@ import { authorizeCrmWriter } from "./task-routes.js";
        * THE LIST. Read and written in one transaction, so two admins editing
        * at once cannot each write a list missing the other's change.
        */ const moved = await firestore.runTransaction(async (transaction)=>{
-                var _body_label, _ref, _ref1;
-                var _move_picklist_values_find, _move_picklist_values_find1;
+                var _body_label, _body_label1, _ref, _ref1, _ref2, _ref3, _ref4;
+                var _move_picklist_values_, _move_picklist_values_find, _move_picklist_values_find1;
                 const snapshot = await transaction.get(listRef);
                 const before = effectiveCrmPicklist(picklistId, snapshot.data());
-                const value = before.values.find((entry)=>entry.id === valueId);
-                if (!value) return {
-                    ok: false,
-                    error: 'That value is no longer in the list.'
-                };
-                const move = action === 'rename' ? renamePicklistValue(before, valueId, String((_body_label = body['label']) != null ? _body_label : '')) : deletePicklistValue(definition, before, valueId, replaceWith);
+                const value = action === 'add' ? null : before.values.find((entry)=>entry.id === valueId);
+                if (action !== 'add' && !value) {
+                    return {
+                        ok: false,
+                        error: 'That value is no longer in the list.'
+                    };
+                }
+                const move = action === 'add' ? addPicklistValue(definition, before, String((_body_label = body['label']) != null ? _body_label : ''), {
+                    group: asGroup(body['group']),
+                    meaning: asGroup(body['meaning'])
+                }) : action === 'group' ? {
+                    ok: true,
+                    picklist: setPicklistValueGroup(definition, before, valueId, asGroup(body['group']))
+                } : action === 'rename' ? renamePicklistValue(before, valueId, String((_body_label1 = body['label']) != null ? _body_label1 : '')) : deletePicklistValue(definition, before, valueId, replaceWith);
                 if (move.ok === false) return move;
                 const created = normalizeCrmPicklist(snapshot.data()) === null;
                 transaction.set(listRef, _extends({
@@ -232,11 +299,14 @@ import { authorizeCrmWriter } from "./task-routes.js";
                 ])) : {}), {
                     merge: true
                 });
-                const to = action === 'rename' ? (_ref = (_move_picklist_values_find = move.picklist.values.find((entry)=>entry.id === valueId)) == null ? void 0 : _move_picklist_values_find.label) != null ? _ref : null : replaceWith === null ? null : (_ref1 = (_move_picklist_values_find1 = move.picklist.values.find((entry)=>entry.label.toLowerCase() === replaceWith.trim().toLowerCase())) == null ? void 0 : _move_picklist_values_find1.label) != null ? _ref1 : null;
+                // A regroup and an add move no label: `from` and `to` are the value's own.
+                const own = action === 'add' ? (_ref = (_move_picklist_values_ = move.picklist.values[move.picklist.values.length - 1]) == null ? void 0 : _move_picklist_values_.label) != null ? _ref : '' : (_ref1 = value == null ? void 0 : value.label) != null ? _ref1 : '';
+                const to = action === 'rename' ? (_ref2 = (_move_picklist_values_find = move.picklist.values.find((entry)=>entry.id === valueId)) == null ? void 0 : _move_picklist_values_find.label) != null ? _ref2 : null : regrouping ? own : replaceWith === null ? null : (_ref3 = (_move_picklist_values_find1 = move.picklist.values.find((entry)=>entry.label.toLowerCase() === replaceWith.trim().toLowerCase())) == null ? void 0 : _move_picklist_values_find1.label) != null ? _ref3 : null;
                 return {
                     ok: true,
-                    from: value.label,
-                    to
+                    from: regrouping ? own : (_ref4 = value == null ? void 0 : value.label) != null ? _ref4 : '',
+                    to,
+                    after: move.picklist
                 };
             });
             if (moved.ok === false) {
@@ -257,11 +327,40 @@ import { authorizeCrmWriter } from "./task-routes.js";
             for (const target of definition.targets){
                 var _updated, _target_object, _, _updated_target_object;
                 (_ = (_updated = updated)[_target_object = target.object]) != null ? _ : _updated[_target_object] = 0;
+                if (target.groupField && !target.facet && !target.arrayKey) {
+                    var _updated_target_object1;
+                    // The group each label now has, on every record holding either (AGL-3577).
+                    const labels = new Map();
+                    for (const label of [
+                        moved.from,
+                        moved.to
+                    ]){
+                        const key = label === null ? null : crmPicklistKey(label);
+                        if (key && label !== null) labels.set(key, label);
+                    }
+                    const regroup = async ()=>{
+                        for (const label of labels.values()){
+                            var _updated_target_object;
+                            updated[target.object] = ((_updated_target_object = updated[target.object]) != null ? _updated_target_object : 0) + await regroupEverywhere(firestore, orgRef.collection(TARGET_COLLECTIONS[target.object]), target, label, picklistGroupOf(moved.after, label));
+                        }
+                    };
+                    if (moved.from === moved.to) {
+                        await regroup();
+                        continue;
+                    }
+                    updated[target.object] = ((_updated_target_object1 = updated[target.object]) != null ? _updated_target_object1 : 0) + await replaceEverywhere(firestore, orgRef.collection(TARGET_COLLECTIONS[target.object]).where(target.field, '==', moved.from), target.field, moved.to, _extends({}, target.keyField ? {
+                        [target.keyField]: crmPicklistKey(moved.to)
+                    } : {}, {
+                        [target.groupField]: picklistGroupOf(moved.after, moved.to)
+                    }));
+                    await regroup();
+                    continue;
+                }
                 if (moved.from === moved.to) continue;
                 const records = orgRef.collection(TARGET_COLLECTIONS[target.object]);
                 if (target.arrayKey && target.keyField) {
-                    var _updated_target_object1;
-                    updated[target.object] = ((_updated_target_object1 = updated[target.object]) != null ? _updated_target_object1 : 0) + await replaceInArrayEverywhere(firestore, records, _extends({}, target, {
+                    var _updated_target_object2;
+                    updated[target.object] = ((_updated_target_object2 = updated[target.object]) != null ? _updated_target_object2 : 0) + await replaceInArrayEverywhere(firestore, records, _extends({}, target, {
                         arrayKey: target.arrayKey,
                         keyField: target.keyField
                     }), moved.from, moved.to);
@@ -275,9 +374,9 @@ import { authorizeCrmWriter } from "./task-routes.js";
                         ].filter(Boolean);
                     }
                     for (const groupId of groupIds){
-                        var _updated_target_object2;
+                        var _updated_target_object3;
                         const path = new FieldPath(CONTACT_FACETS_FIELD, groupId, target.field);
-                        updated[target.object] = ((_updated_target_object2 = updated[target.object]) != null ? _updated_target_object2 : 0) + await replaceEverywhere(firestore, records.where(path, '==', moved.from), path, moved.to, // A facet value a contact list filters by is keyed in
+                        updated[target.object] = ((_updated_target_object3 = updated[target.object]) != null ? _updated_target_object3 : 0) + await replaceEverywhere(firestore, records.where(path, '==', moved.from), path, moved.to, // A facet value a contact list filters by is keyed in
                         // `facetKeys` (AGL-3511), restamped from the record as moved.
                         (snapshot)=>({
                                 [CRM_CONTACT_FACET_KEYS_FIELD]: crmContactFacetKeys(withFacetValue(snapshot.data(), groupId, target.field, moved.to))

package/src/lib/server/picklist-values.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/picklist-values.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  consentGroupForHost,\n  CONTACT_FACETS_FIELD,\n  CRM_COLLECTIONS,\n  CRM_CONTACT_FACET_KEYS_FIELD,\n  CRM_LEAD_SOURCE_PICKLIST,\n  type CrmPicklist,\n  type CrmPicklistDefinition,\n  type CrmPicklistId,\n  type CrmPicklistObject,\n  type CrmPicklistTarget,\n  crmContactFacetKeys,\n  crmPicklistDefinition,\n  crmPicklistKey,\n  effectiveCrmPicklist,\n  newResourceScopeFields,\n  normalizeCrmPicklist,\n  ORG_SCOPE_TOKEN,\n  type PluginApiHandler,\n} from '@aglyn/aglyn/server'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport { FieldPath, FieldValue } from 'firebase-admin/firestore'\nimport {\n  deletePicklistValue,\n  type PicklistMove,\n  type PicklistValuesResponse,\n  renamePicklistValue,\n} from '../model/picklist-values'\nimport { orgHostIds, readCrmRouteScope } from './org-caller'\nimport { authorizeCrmWriter } from './task-routes'\n\n/** What the suite gate names when a plan without the CRM asks. */\nconst suiteAct = (definition: CrmPicklistDefinition) =>\n  `Editing the organization's ${definition.plural}`\n\n/** The org subcollection each target object's records live in. */\nconst TARGET_COLLECTIONS: Record<CrmPicklistObject, string> = {\n  contact: 'contacts',\n  lead: 'leads',\n  company: CRM_COLLECTIONS.companies,\n  deal: CRM_COLLECTIONS.deals,\n  task: CRM_COLLECTIONS.tasks,\n}\n\n/** Writes per batch — under Firestore's 500, with room to spare. */\nconst BATCH_SIZE = 400\n\n/**\n * Set `field` to `to` (or remove it, for `null`) on every document `query`\n * finds holding `from`, a batch at a time, with `beside` written alongside.\n * Answers how many were written.\n *\n * The query is re-run after each batch rather than paged, because each\n * batch moves its documents OUT of the query's answer — the next run finds\n * only what is left, and a run that finds nothing is the end.\n */\nasync function replaceEverywhere(\n  firestore: FirebaseFirestore.Firestore,\n  query: FirebaseFirestore.Query,\n  field: string | FirebaseFirestore.FieldPath,\n  to: string | null,\n  beside:\n    | Record<string, unknown>\n    | ((snapshot: FirebaseFirestore.QueryDocumentSnapshot) => Record<string, unknown>) = {},\n): Promise<number> {\n  let written = 0\n  for (;;) {\n    const page = await query.limit(BATCH_SIZE).get()\n    if (page.empty) return written\n    const batch = firestore.batch()\n    for (const snapshot of page.docs) {\n      const alongside = typeof beside === 'function' ? beside(snapshot) : beside\n      batch.update(\n        snapshot.ref,\n        field,\n        to ?? FieldValue.delete(),\n        'updatedAt',\n        FieldValue.serverTimestamp(),\n        ...Object.entries(alongside).flat(),\n      )\n    }\n    await batch.commit()\n    written += page.size\n    if (page.size < BATCH_SIZE) return written\n  }\n}\n\n/**\n * Rewrite an ARRAY target (AGL-3521): every record whose `keyField` lists\n * the old label's key has each entry of `field` holding `from` at\n * `arrayKey` moved to `to` — or the entry's label removed, for `null` —\n * and its `keyField` restamped from the entries as moved. Answers how many\n * records were written.\n *\n * Paged by document id rather than re-run, because a rename that changes\n * only the label's case keeps its key, so a written record can stay in the\n * query's answer.\n */\nasync function replaceInArrayEverywhere(\n  firestore: FirebaseFirestore.Firestore,\n  records: FirebaseFirestore.CollectionReference,\n  target: CrmPicklistTarget & { arrayKey: string; keyField: string },\n  from: string,\n  to: string | null,\n): Promise<number> {\n  const fromKey = crmPicklistKey(from)\n  if (!fromKey) return 0\n  const query = records\n    .where(target.keyField, 'array-contains', fromKey)\n    .orderBy(FieldPath.documentId())\n    .limit(BATCH_SIZE)\n  let written = 0\n  let after: FirebaseFirestore.QueryDocumentSnapshot | null = null\n  for (;;) {\n    const page: FirebaseFirestore.QuerySnapshot = await (after ? query.startAfter(after) : query).get()\n    if (page.empty) return written\n    const batch = firestore.batch()\n    let changed = 0\n    for (const snapshot of page.docs) {\n      const entries = snapshot.get(target.field)\n      if (!Array.isArray(entries)) continue\n      let moved = false\n      const next = entries.map((entry: unknown) => {\n        if (!entry || typeof entry !== 'object') return entry\n        const row = entry as Record<string, unknown>\n        if (row[target.arrayKey] !== from) return entry\n        moved = true\n        const rest = { ...row }\n        delete rest[target.arrayKey]\n        return to === null ? rest : { ...rest, [target.arrayKey]: to }\n      })\n      if (!moved) continue\n      const keys = new Set<string>()\n      for (const entry of next) {\n        const key =\n          entry && typeof entry === 'object'\n            ? crmPicklistKey((entry as Record<string, unknown>)[target.arrayKey])\n            : null\n        if (key) keys.add(key)\n      }\n      batch.update(snapshot.ref, {\n        [target.field]: next,\n        [target.keyField]: [...keys],\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      changed += 1\n    }\n    if (changed) await batch.commit()\n    written += changed\n    if (page.size < BATCH_SIZE) return written\n    after = page.docs[page.docs.length - 1] ?? null\n  }\n}\n\n/** A contact as it reads once one holder's facet field holds `to` (or nothing, for `null`). */\nfunction withFacetValue(\n  data: Record<string, unknown>,\n  groupId: string,\n  field: string,\n  to: string | null,\n): Record<string, unknown> {\n  const facets = { ...((data[CONTACT_FACETS_FIELD] as Record<string, unknown> | undefined) ?? {}) }\n  const facet = { ...((facets[groupId] as Record<string, unknown> | undefined) ?? {}) }\n  if (to === null) delete facet[field]\n  else facet[field] = to\n  facets[groupId] = facet\n  return { ...data, [CONTACT_FACETS_FIELD]: facets }\n}\n\n/**\n * `POST crm/picklist-values` — rename a value of one of the CRM's standard\n * picklists, or delete an added one and move its records to another\n * (AGL-3298, AGL-3510). `crm/lead-source-values` is the same route with the\n * picklist fixed to the lead source.\n *\n * Body: `{ hostId | orgId, picklistId, action: 'rename', valueId, label }` or\n * `{ hostId | orgId, picklistId, action: 'delete', valueId, replaceWith: label | null }`.\n * `picklistId` is one of `CRM_PICKLIST_DEFINITIONS`; anything else is refused.\n *\n * Records store the value's LABEL (see the picklist block in `crm.ts`), so\n * both moves change records as well as the list: every record the\n * definition's `targets` name that holds the old label is rewritten to the\n * new one — or, for a delete with no replacement, cleared. That is\n * Salesforce's Replace, done as part of the move, so a report grouped by\n * the field follows a rename instead of splitting into the old name and\n * the new. A standard value cannot be deleted, and on a definition with\n * meanings a delete's replacement must mean the same (see\n * `deletePicklistValue`).\n *\n * ## The list first, then the records\n *\n * The list is written in a transaction before any record: from that moment\n * no picker offers the old label and no import or API write accepts it, so\n * the sweep that follows cannot be outrun by a new record taking the name\n * it is removing. A sweep interrupted part-way leaves records holding a\n * label the list no longer has, which they show as \"(not in the list)\"; the\n * same request sent again finishes it, because the rename of a value to its\n * own current label is a no-op on the list and still sweeps.\n *\n * ## Who may\n *\n * Whoever may write the CRM — `authorizeCrmWriter`, the question every CRM\n * route asks — which is who the rules let edit the list itself. The sweep\n * reaches every record in the org whatever the caller's scope: it changes\n * one label to another that the same caller could already have picked, and\n * reveals nothing about the records but their count.\n */\nfunction picklistValuesHandler(fixed?: CrmPicklistId): PluginApiHandler {\n  return async (req, res) => {\n    if (req.method !== 'POST') {\n      res.setHeader('Allow', 'POST')\n      res.status(405).json({ error: 'Method not allowed' })\n      return\n    }\n    const body = (req.body ?? {}) as Record<string, unknown>\n    const scope = readCrmRouteScope(body)\n    if (!scope) {\n      res.status(400).json({ error: 'Missing hostId' })\n      return\n    }\n    const definition = crmPicklistDefinition(fixed ?? body['picklistId'])\n    if (!definition) {\n      res.status(400).json({ error: 'Name one of the CRM’s picklists.' })\n      return\n    }\n    const picklistId = definition.id as CrmPicklistId\n    const action = body['action']\n    const valueId = String(body['valueId'] ?? '').trim().slice(0, 64)\n    if ((action !== 'rename' && action !== 'delete') || !valueId) {\n      res.status(400).json({ error: 'Name a value, and whether to rename or delete it.' })\n      return\n    }\n    const replaceWith =\n      body['replaceWith'] === null || body['replaceWith'] === undefined\n        ? null\n        : String(body['replaceWith'])\n\n    try {\n      const writer = await authorizeCrmWriter(req, scope, { suiteAct: suiteAct(definition) })\n      if (writer.ok === false) {\n        res.status(writer.status).json(writer.body)\n        return\n      }\n      const firestore = firebaseAdmin.app().firestore()\n      const orgRef = firestore.collection('orgs').doc(writer.orgId)\n      const listRef = orgRef.collection(CRM_COLLECTIONS.picklists).doc(picklistId)\n\n      /*\n       * THE LIST. Read and written in one transaction, so two admins editing\n       * at once cannot each write a list missing the other's change.\n       */\n      const moved = await firestore.runTransaction(async (transaction) => {\n        const snapshot = await transaction.get(listRef)\n        const before: CrmPicklist = effectiveCrmPicklist(picklistId, snapshot.data())\n        const value = before.values.find((entry) => entry.id === valueId)\n        if (!value) return { ok: false as const, error: 'That value is no longer in the list.' }\n        const move: PicklistMove =\n          action === 'rename'\n            ? renamePicklistValue(before, valueId, String(body['label'] ?? ''))\n            : deletePicklistValue(definition, before, valueId, replaceWith)\n        if (move.ok === false) return move\n        const created = normalizeCrmPicklist(snapshot.data()) === null\n        transaction.set(\n          listRef,\n          {\n            values: move.picklist.values,\n            defaultValueId: move.picklist.defaultValueId,\n            updatedAt: FieldValue.serverTimestamp(),\n            // The stamp every org-wide CRM document carries (see the Fields\n            // page), written when this move is what creates the document.\n            ...(created\n              ? {\n                  hostId: scope.hostId || null,\n                  createdAt: FieldValue.serverTimestamp(),\n                  ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n                }\n              : {}),\n          },\n          { merge: true },\n        )\n        const to =\n          action === 'rename'\n            ? (move.picklist.values.find((entry) => entry.id === valueId)?.label ?? null)\n            : replaceWith === null\n              ? null\n              : (move.picklist.values.find(\n                  (entry) => entry.label.toLowerCase() === replaceWith.trim().toLowerCase(),\n                )?.label ?? null)\n        return { ok: true as const, from: value.label, to }\n      })\n      if (moved.ok === false) {\n        res.status(400).json({ error: moved.error })\n        return\n      }\n\n      /*\n       * THE RECORDS, target by target: a record's own field, with its query\n       * key moved beside it; for an array target, each entry of a record's\n       * list (a deal's contact roles); or, for a facet target, each holder's\n       * facet on a contact — one query per consent group the org's sites\n       * belong to.\n       * A rename to the same label moves nothing, and says so.\n       */\n      const updated: PicklistValuesResponse['updated'] = {}\n      let groupIds: string[] 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target.field,\n            moved.to,\n            target.keyField ? { [target.keyField]: crmPicklistKey(moved.to) } : {},\n          ))\n      }\n      const answer: PicklistValuesResponse = { ok: true, updated }\n      res.status(200).json(answer)\n    } catch (error) {\n      console.error('[crm] picklist-values failed', error)\n      res.status(500).json({ error: `The ${definition.plural} could not be saved.` })\n    }\n  }\n}\n\n/** `POST crm/picklist-values` — any registered picklist, named by `picklistId`. */\nexport const crmPicklistValuesHandler: PluginApiHandler = picklistValuesHandler()\n\n/** `POST crm/lead-source-values` — the same route with the picklist fixed to the lead source. */\nexport const crmLeadSourceValuesHandler: PluginApiHandler =\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/picklist-values.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  consentGroupForHost,\n  CONTACT_FACETS_FIELD,\n  CRM_COLLECTIONS,\n  CRM_CONTACT_FACET_KEYS_FIELD,\n  CRM_LEAD_SOURCE_PICKLIST,\n  type CrmPicklist,\n  type CrmPicklistDefinition,\n  type CrmPicklistId,\n  type CrmPicklistObject,\n  type CrmPicklistTarget,\n  crmContactFacetKeys,\n  crmPicklistDefinition,\n  crmPicklistKey,\n  crmPicklistValueByLabel,\n  effectiveCrmPicklist,\n  newResourceScopeFields,\n  normalizeCrmPicklist,\n  ORG_SCOPE_TOKEN,\n  type PluginApiHandler,\n} from '@aglyn/aglyn/server'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin'\nimport { FieldPath, FieldValue } from 'firebase-admin/firestore'\nimport {\n  addPicklistValue,\n  deletePicklistValue,\n  picklistKeepsGroups,\n  type PicklistMove,\n  type PicklistValuesResponse,\n  renamePicklistValue,\n  setPicklistValueGroup,\n} from '../model/picklist-values'\nimport { orgHostIds, readCrmRouteScope } from './org-caller'\nimport { authorizeCrmWriter } from './task-routes'\n\n/** What the suite gate names when a plan without the CRM asks. */\nconst suiteAct = (definition: CrmPicklistDefinition) =>\n  `Editing the organization's ${definition.plural}`\n\n/** The org subcollection each target object's records live in. */\nconst TARGET_COLLECTIONS: Record<CrmPicklistObject, string> = {\n  contact: 'contacts',\n  lead: 'leads',\n  company: CRM_COLLECTIONS.companies,\n  deal: CRM_COLLECTIONS.deals,\n  task: CRM_COLLECTIONS.tasks,\n}\n\n/** Writes per batch — under Firestore's 500, with room to spare. */\nconst BATCH_SIZE = 400\n\n/**\n * Set `field` to `to` (or remove it, for `null`) on every document `query`\n * finds holding `from`, a batch at a time, with `beside` written alongside.\n * Answers how many were written.\n *\n * The query is re-run after each batch rather than paged, because each\n * batch moves its documents OUT of the query's answer — the next run finds\n * only what is left, and a run that finds nothing is the end.\n */\nasync function replaceEverywhere(\n  firestore: FirebaseFirestore.Firestore,\n  query: FirebaseFirestore.Query,\n  field: string | FirebaseFirestore.FieldPath,\n  to: string | null,\n  beside:\n    | Record<string, unknown>\n    | ((snapshot: FirebaseFirestore.QueryDocumentSnapshot) => Record<string, unknown>) = {},\n): Promise<number> {\n  let written = 0\n  for (;;) {\n    const page = await query.limit(BATCH_SIZE).get()\n    if (page.empty) return written\n    const batch = firestore.batch()\n    for (const snapshot of page.docs) {\n      const alongside = typeof beside === 'function' ? beside(snapshot) : beside\n      batch.update(\n        snapshot.ref,\n        field,\n        to ?? FieldValue.delete(),\n        'updatedAt',\n        FieldValue.serverTimestamp(),\n        ...Object.entries(alongside).flat(),\n      )\n    }\n    await batch.commit()\n    written += page.size\n    if (page.size < BATCH_SIZE) return written\n  }\n}\n\n/**\n * Rewrite an ARRAY target (AGL-3521): every record whose `keyField` lists\n * the old label's key has each entry of `field` holding `from` at\n * `arrayKey` moved to `to` — or the entry's label removed, for `null` —\n * and its `keyField` restamped from the entries as moved. Answers how many\n * records were written.\n *\n * Paged by document id rather than re-run, because a rename that changes\n * only the label's case keeps its key, so a written record can stay in the\n * query's answer.\n */\nasync function replaceInArrayEverywhere(\n  firestore: FirebaseFirestore.Firestore,\n  records: FirebaseFirestore.CollectionReference,\n  target: CrmPicklistTarget & { arrayKey: string; keyField: string },\n  from: string,\n  to: string | null,\n): Promise<number> {\n  const fromKey = crmPicklistKey(from)\n  if (!fromKey) return 0\n  const query = records\n    .where(target.keyField, 'array-contains', fromKey)\n    .orderBy(FieldPath.documentId())\n    .limit(BATCH_SIZE)\n  let written = 0\n  let after: FirebaseFirestore.QueryDocumentSnapshot | null = null\n  for (;;) {\n    const page: FirebaseFirestore.QuerySnapshot = await (after ? query.startAfter(after) : query).get()\n    if (page.empty) return written\n    const batch = firestore.batch()\n    let changed = 0\n    for (const snapshot of page.docs) {\n      const entries = snapshot.get(target.field)\n      if (!Array.isArray(entries)) continue\n      let moved = false\n      const next = entries.map((entry: unknown) => {\n        if (!entry || typeof entry !== 'object') return entry\n        const row = entry as Record<string, unknown>\n        if (row[target.arrayKey] !== from) return entry\n        moved = true\n        const rest = { ...row }\n        delete rest[target.arrayKey]\n        return to === null ? rest : { ...rest, [target.arrayKey]: to }\n      })\n      if (!moved) continue\n      const keys = new Set<string>()\n      for (const entry of next) {\n        const key =\n          entry && typeof entry === 'object'\n            ? crmPicklistKey((entry as Record<string, unknown>)[target.arrayKey])\n            : null\n        if (key) keys.add(key)\n      }\n      batch.update(snapshot.ref, {\n        [target.field]: next,\n        [target.keyField]: [...keys],\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      changed += 1\n    }\n    if (changed) await batch.commit()\n    written += changed\n    if (page.size < BATCH_SIZE) return written\n    after = page.docs[page.docs.length - 1] ?? null\n  }\n}\n\n/** The group a label is filed under in `picklist` — `null` for none, or a label it does not hold. */\nexport function picklistGroupOf(picklist: CrmPicklist, label: string | null): string | null {\n  return (label === null ? null : crmPicklistValueByLabel(picklist, label)?.group) ?? null\n}\n\n/**\n * Rewrite a target's GROUP field (AGL-3577) — a lead's\n * `leadSourceDirection` — on every record holding `label` in any spelling\n * (by its `keyField`) whose group is not `group` already. Answers how many\n * were written. The field is derived, like the list keys a restamp writes,\n * so `updatedAt` is left alone.\n *\n * Paged by document id rather than re-run: a record already holding the\n * group stays in the query's answer.\n */\nexport async function regroupEverywhere(\n  firestore: FirebaseFirestore.Firestore,\n  records: FirebaseFirestore.CollectionReference,\n  target: CrmPicklistTarget,\n  label: string,\n  group: string | null,\n): Promise<number> {\n  const key = crmPicklistKey(label)\n  if (!key || !target.keyField || !target.groupField) return 0\n  const query = records\n    .where(target.keyField, '==', key)\n    .orderBy(FieldPath.documentId())\n    .limit(BATCH_SIZE)\n  let written = 0\n  let after: FirebaseFirestore.QueryDocumentSnapshot | null = null\n  for (;;) {\n    const page: FirebaseFirestore.QuerySnapshot = await (after ? query.startAfter(after) : query).get()\n    if (page.empty) return written\n    const batch = firestore.batch()\n    let changed = 0\n    for (const snapshot of page.docs) {\n      if (snapshot.get(target.groupField) === group) continue\n      batch.update(snapshot.ref, { [target.groupField]: group })\n      changed += 1\n    }\n    if (changed) await batch.commit()\n    written += changed\n    if (page.size < BATCH_SIZE) return written\n    after = page.docs[page.docs.length - 1] ?? null\n  }\n}\n\n/** A contact as it reads once one holder's facet field holds `to` (or nothing, for `null`). */\nfunction withFacetValue(\n  data: Record<string, unknown>,\n  groupId: string,\n  field: string,\n  to: string | null,\n): Record<string, unknown> {\n  const facets = { ...((data[CONTACT_FACETS_FIELD] as Record<string, unknown> | undefined) ?? {}) }\n  const facet = { ...((facets[groupId] as Record<string, unknown> | undefined) ?? {}) }\n  if (to === null) delete facet[field]\n  else facet[field] = to\n  facets[groupId] = facet\n  return { ...data, [CONTACT_FACETS_FIELD]: facets }\n}\n\n/**\n * `POST crm/picklist-values` — rename a value of one of the CRM's standard\n * picklists, or delete an added one and move its records to another\n * (AGL-3298, AGL-3510). `crm/lead-source-values` is the same route with the\n * picklist fixed to the lead source.\n *\n * Body: `{ hostId | orgId, picklistId, action: 'rename', valueId, label }` or\n * `{ hostId | orgId, picklistId, action: 'delete', valueId, replaceWith: label | null }`,\n * and, on a list whose records keep the value's group (`picklistKeepsGroups`,\n * AGL-3577), `{ …, action: 'group', valueId, group: id | null }` or\n * `{ …, action: 'add', label, group?, meaning? }`.\n * `picklistId` is one of `CRM_PICKLIST_DEFINITIONS`; anything else is refused.\n *\n * ## A value's group on its records\n *\n * A lead keeps its lead source's group as `leadSourceDirection` — the field\n * the Leads list's direction filter asks. Any move can change the group a\n * label has: a regroup, an add of a value records already hold, a rename\n * onto such a label, a delete. So after the move, every target naming a\n * `groupField` has it rewritten on the records holding the old label and\n * the new one, from the list as it now stands.\n *\n * Records store the value's LABEL (see the picklist block in `crm.ts`), so\n * both moves change records as well as the list: every record the\n * definition's `targets` name that holds the old label is rewritten to the\n * new one — or, for a delete with no replacement, cleared. That is\n * Salesforce's Replace, done as part of the move, so a report grouped by\n * the field follows a rename instead of splitting into the old name and\n * the new. A standard value cannot be deleted, and on a definition with\n * meanings a delete's replacement must mean the same (see\n * `deletePicklistValue`).\n *\n * ## The list first, then the records\n *\n * The list is written in a transaction before any record: from that moment\n * no picker offers the old label and no import or API write accepts it, so\n * the sweep that follows cannot be outrun by a new record taking the name\n * it is removing. A sweep interrupted part-way leaves records holding a\n * label the list no longer has, which they show as \"(not in the list)\"; the\n * same request sent again finishes it, because the rename of a value to its\n * own current label is a no-op on the list and still sweeps.\n *\n * ## Who may\n *\n * Whoever may write the CRM — `authorizeCrmWriter`, the question every CRM\n * route asks — which is who the rules let edit the list itself. The sweep\n * reaches every record in the org whatever the caller's scope: it changes\n * one label to another that the same caller could already have picked, and\n * reveals nothing about the records but their count.\n */\nfunction picklistValuesHandler(fixed?: CrmPicklistId): PluginApiHandler {\n  return async (req, res) => {\n    if (req.method !== 'POST') {\n      res.setHeader('Allow', 'POST')\n      res.status(405).json({ error: 'Method not allowed' })\n      return\n    }\n    const body = (req.body ?? {}) as Record<string, unknown>\n    const scope = readCrmRouteScope(body)\n    if (!scope) {\n      res.status(400).json({ error: 'Missing hostId' })\n      return\n    }\n    const definition = crmPicklistDefinition(fixed ?? body['picklistId'])\n    if (!definition) {\n      res.status(400).json({ error: 'Name one of the CRM’s picklists.' })\n      return\n    }\n    const picklistId = definition.id as CrmPicklistId\n    const action = body['action']\n    const valueId = String(body['valueId'] ?? '').trim().slice(0, 64)\n    const regrouping = action === 'group' || action === 'add'\n    if (regrouping && !picklistKeepsGroups(definition)) {\n      res.status(400).json({ error: `The ${definition.plural} are added and grouped on the Fields page.` })\n      return\n    }\n    if (\n      !(action === 'rename' || action === 'delete' || regrouping) ||\n      (action === 'add' ? !String(body['label'] ?? '').trim() : !valueId)\n    ) {\n      res.status(400).json({ error: 'Name a value, and whether to rename or delete it.' })\n      return\n    }\n    const asGroup = (raw: unknown) => (typeof raw === 'string' && raw ? raw : null)\n    const replaceWith =\n      body['replaceWith'] === null || body['replaceWith'] === undefined\n        ? null\n        : String(body['replaceWith'])\n\n    try {\n      const writer = await authorizeCrmWriter(req, scope, { suiteAct: suiteAct(definition) })\n      if (writer.ok === false) {\n        res.status(writer.status).json(writer.body)\n        return\n      }\n      const firestore = firebaseAdmin.app().firestore()\n      const orgRef = firestore.collection('orgs').doc(writer.orgId)\n      const listRef = orgRef.collection(CRM_COLLECTIONS.picklists).doc(picklistId)\n\n      /*\n       * THE LIST. Read and written in one transaction, so two admins editing\n       * at once cannot each write a list missing the other's change.\n       */\n      const moved = await firestore.runTransaction(async (transaction) => {\n        const snapshot = await transaction.get(listRef)\n        const before: CrmPicklist = effectiveCrmPicklist(picklistId, snapshot.data())\n        const value =\n          action === 'add' ? null : before.values.find((entry) => entry.id === valueId)\n        if (action !== 'add' && !value) {\n          return { ok: false as const, error: 'That value is no longer in the list.' }\n        }\n        const move: PicklistMove =\n          action === 'add'\n            ? addPicklistValue(definition, before, String(body['label'] ?? ''), {\n                group: asGroup(body['group']),\n                meaning: asGroup(body['meaning']),\n              })\n            : action === 'group'\n              ? { ok: true, picklist: setPicklistValueGroup(definition, before, valueId, asGroup(body['group'])) }\n              : action === 'rename'\n                ? renamePicklistValue(before, valueId, String(body['label'] ?? ''))\n                : deletePicklistValue(definition, before, valueId, replaceWith)\n        if (move.ok === false) return move\n        const created = normalizeCrmPicklist(snapshot.data()) === null\n        transaction.set(\n          listRef,\n          {\n            values: move.picklist.values,\n            defaultValueId: move.picklist.defaultValueId,\n            updatedAt: FieldValue.serverTimestamp(),\n            // The stamp every org-wide CRM document carries (see the Fields\n            // page), written when this move is what creates the document.\n            ...(created\n              ? {\n                  hostId: scope.hostId || null,\n                  createdAt: FieldValue.serverTimestamp(),\n                  ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n                }\n              : {}),\n          },\n          { merge: true },\n        )\n        // A regroup and an add move no label: `from` and `to` are the value's own.\n        const own =\n          action === 'add'\n            ? (move.picklist.values[move.picklist.values.length - 1]?.label ?? '')\n            : (value?.label ?? '')\n        const to =\n          action === 'rename'\n            ? (move.picklist.values.find((entry) => entry.id === valueId)?.label ?? null)\n            : regrouping\n              ? own\n              : replaceWith === null\n                ? null\n                : (move.picklist.values.find(\n                    (entry) => entry.label.toLowerCase() === replaceWith.trim().toLowerCase(),\n                  )?.label ?? null)\n        return { ok: true as const, from: regrouping ? own : (value?.label ?? ''), to, after: move.picklist }\n      })\n      if (moved.ok === false) {\n        res.status(400).json({ error: moved.error })\n        return\n      }\n\n      /*\n       * THE RECORDS, target by target: a record's own field, with its query\n       * key moved beside it; for an array target, each entry of a record's\n       * list (a deal's contact roles); or, for a facet target, each holder's\n       * facet on a contact — one query per consent group the org's sites\n       * belong to.\n       * A rename to the same label moves nothing, and says so.\n       */\n      const updated: PicklistValuesResponse['updated'] = {}\n      let groupIds: string[] | null = null\n      for (const target of definition.targets) {\n        updated[target.object] ??= 0\n        if (target.groupField && !target.facet && !target.arrayKey) {\n          // The group each label now has, on every record holding either (AGL-3577).\n          const labels = new Map<string, string>()\n          for (const label of [moved.from, moved.to]) {\n            const key = label === null ? null : crmPicklistKey(label)\n            if (key && label !== null) labels.set(key, label)\n          }\n          const regroup = async () => {\n            for (const label of labels.values()) {\n              updated[target.object] =\n                (updated[target.object] ?? 0) +\n                (await regroupEverywhere(\n                  firestore,\n                  orgRef.collection(TARGET_COLLECTIONS[target.object]),\n                  target,\n                  label,\n                  picklistGroupOf(moved.after, label),\n                ))\n            }\n          }\n          if (moved.from === moved.to) {\n            await regroup()\n            continue\n          }\n          updated[target.object] =\n            (updated[target.object] ?? 0) +\n            (await replaceEverywhere(\n              firestore,\n              orgRef.collection(TARGET_COLLECTIONS[target.object]).where(target.field, '==', moved.from),\n              target.field,\n              moved.to,\n              {\n                ...(target.keyField ? { [target.keyField]: crmPicklistKey(moved.to) } : {}),\n                [target.groupField]: picklistGroupOf(moved.after, moved.to),\n              },\n            ))\n          await regroup()\n          continue\n        }\n        if (moved.from === moved.to) continue\n        const records = orgRef.collection(TARGET_COLLECTIONS[target.object])\n        if (target.arrayKey && target.keyField) {\n          updated[target.object] =\n            (updated[target.object] ?? 0) +\n            (await replaceInArrayEverywhere(\n              firestore,\n              records,\n              { ...target, arrayKey: target.arrayKey, keyField: target.keyField },\n              moved.from,\n              moved.to,\n            ))\n          continue\n        }\n        if (target.facet) {\n          if (!groupIds) {\n            const hostIds = await orgHostIds(firestore, writer.orgId)\n            groupIds = [\n              ...new Set(hostIds.map((hostId) => consentGroupForHost(writer.org, hostId).groupId)),\n            ].filter(Boolean)\n          }\n          for (const groupId of groupIds) {\n            const path = new FieldPath(CONTACT_FACETS_FIELD, groupId, target.field)\n            updated[target.object] =\n              (updated[target.object] ?? 0) +\n              (await replaceEverywhere(\n                firestore,\n                records.where(path, '==', moved.from),\n                path,\n                moved.to,\n                // A facet value a contact list filters by is keyed in\n                // `facetKeys` (AGL-3511), restamped from the record as moved.\n                (snapshot) => ({\n                  [CRM_CONTACT_FACET_KEYS_FIELD]: crmContactFacetKeys(\n                    withFacetValue(snapshot.data(), groupId, target.field, moved.to),\n                  ),\n                }),\n              ))\n          }\n          continue\n        }\n        updated[target.object] =\n          (updated[target.object] ?? 0) +\n          (await replaceEverywhere(\n            firestore,\n            records.where(target.field, '==', moved.from),\n            target.field,\n            moved.to,\n            target.keyField ? { [target.keyField]: crmPicklistKey(moved.to) } : {},\n          ))\n      }\n      const answer: PicklistValuesResponse = { ok: true, updated }\n      res.status(200).json(answer)\n    } catch (error) {\n      console.error('[crm] picklist-values failed', error)\n      res.status(500).json({ error: `The ${definition.plural} could not be saved.` })\n    }\n  }\n}\n\n/** `POST crm/picklist-values` — any registered picklist, named by `picklistId`. */\nexport const crmPicklistValuesHandler: PluginApiHandler = picklistValuesHandler()\n\n/** `POST crm/lead-source-values` — the same route with the picklist fixed to the lead source. */\nexport const crmLeadSourceValuesHandler: PluginApiHandler =\n  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package/src/lib/server/record-origin.js

@@ -35,7 +35,8 @@ import { readLeadSourcePicklist } from "./lead-source-picklist.js";
         orgId = resolved.orgId;
         org = resolved.org;
     }
-    const label = crmLeadSourceForOrigin(await readLeadSourcePicklist(firestore, orgId), input.origin);
+    const leadSources = await readLeadSourcePicklist(firestore, orgId);
+    const label = crmLeadSourceForOrigin(leadSources, input.origin);
     if (!label) return {
         records: 0
     };
@@ -59,7 +60,10 @@ import { readLeadSourcePicklist } from "./lead-source-picklist.js";
     });
     if (leadStamped) {
         records += 1;
-        await restampCrmListFieldsAt(leadRef, 'leads');
+        // Its direction is the label's group in the list just read (AGL-3577).
+        await restampCrmListFieldsAt(leadRef, 'leads', {
+            leadSources
+        });
     }
     /* THE CONTACT, on the site's own facet — present only once the site holds the person. */ const found = await findContactByEmail(orgRef.collection('contacts'), email);
     if (found) {

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/record-origin.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type {\n  PluginRecordOriginReport,\n  PluginRecordOriginRequest,\n  PluginRecordOriginWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-origin'\nimport {\n  consentGroupForHost,\n  CONTACT_FACETS_FIELD,\n  contactFacetPath,\n  crmLeadSourceForOrigin,\n  crmPicklistKey,\n  normalizeContactEmail,\n  personKey,\n} from '@aglyn/aglyn/server'\nimport { visibleToHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport {\n  findContactByEmail,\n  firebaseAdmin,\n  getOrgForHost,\n  restampCrmListFieldsAt,\n} from '@aglyn/tenant-data-admin'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { readLeadSourcePicklist } from './lead-source-picklist'\n\n/*==========================================\n * A PERSON'S ORIGIN, AS A LEAD SOURCE (AGL-3519).\n *\n * The CRM's side of the platform's record-origin seam, and what its own\n * capture door calls after filing a person: a door's word for how it met\n * somebody — a form, a booking, a sequence — becomes the Lead source its\n * built-in value names (`CRM_LEAD_SOURCE_ORIGINS`), as the org spells it.\n *\n *  - ORIGINAL SOURCE. A record that already names a lead source keeps it;\n *    only an empty one is stamped, and a person the org cleared stays clear\n *    to every door that meets them again (`firstTouchOnly`).\n *  - A DEACTIVATED value stamps nothing: the org has said not to file\n *    people under it.\n *  - Both records the address is, as the site sees them: the lead, when the\n *    site may see it, and the site's own facet on the contact — a holder's\n *    knowledge of the person, like the rest of its profile.\n *\n * Each stamp is a transaction that reads the field and writes only into an\n * empty one, so a rep's pick made a moment earlier is never overwritten;\n * the list fields follow (`leadSourceKey`, `facetKeys`).\n *=========================================*/\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** Where one stamp lands, for a caller that already holds the org. */\nexport interface CrmRecordOriginInput extends PluginRecordOriginRequest {\n  org?: Record<string, unknown> | null\n}\n\n/** Stamps the origin on the lead and the site's contact facet the address is; how many took it. */\nexport async function stampCrmRecordOrigin(\n  input: CrmRecordOriginInput,\n  firestore: Firestore = firebaseAdmin.app().firestore(),\n): Promise<PluginRecordOriginReport> {\n  const email = normalizeContactEmail(input.email)\n  const key = email ? personKey(email) : null\n  if (!email || !key || !input.hostId) return { records: 0 }\n  let orgId = input.orgId\n  let org = input.org ?? null\n  if (!orgId || !org) {\n    const resolved = await getOrgForHost(input.hostId)\n    if (!resolved || (orgId && resolved.orgId !== orgId)) return { records: 0 }\n    orgId = resolved.orgId\n    org = resolved.org as Record<string, unknown>\n  }\n  const label = crmLeadSourceForOrigin(await readLeadSourcePicklist(firestore, orgId), input.origin)\n  if (!label) return { records: 0 }\n  const orgRef = firestore.collection('orgs').doc(orgId)\n  let records = 0\n\n  /* THE LEAD, keyed on the person and seen by the site. */\n  const leadRef = orgRef.collection('leads').doc(key)\n  const leadStamped = await firestore.runTransaction(async (tx) => {\n    const snapshot = await tx.get(leadRef)\n    if (!snapshot.exists) return false\n    const lead = snapshot.data() ?? {}\n    if (!visibleToHost(lead['visibleTo'] as string[] | undefined, input.hostId)) return false\n    if (typeof lead['leadSource'] === 'string' && lead['leadSource'].trim()) return false\n    if (input.firstTouchOnly && Number(lead['submissionCount'] ?? 1) > 1) return false\n    tx.update(leadRef, {\n      leadSource: label,\n      leadSourceKey: crmPicklistKey(label),\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    return true\n  })\n  if (leadStamped) {\n    records += 1\n    await restampCrmListFieldsAt(leadRef, 'leads')\n  }\n\n  /* THE CONTACT, on the site's own facet — present only once the site holds the person. */\n  const found = await findContactByEmail(orgRef.collection('contacts'), email)\n  if (found) {\n    const groupId = consentGroupForHost(org, input.hostId).groupId\n    const contactStamped = await firestore.runTransaction(async (tx) => {\n      const snapshot = await tx.get(found.ref)\n      const facets = (snapshot.data() ?? {})[CONTACT_FACETS_FIELD] as Record<string, unknown> | undefined\n      const facet = facets?.[groupId] as Record<string, unknown> | undefined\n      if (!facet || typeof facet !== 'object') return false\n      if (typeof facet['leadSource'] === 'string' && facet['leadSource'].trim()) return false\n      const interactions = Array.isArray(facet['interactions']) ? facet['interactions'].length : 0\n      if (input.firstTouchOnly && interactions > 1) return false\n      tx.update(found.ref, {\n        [contactFacetPath(groupId, 'leadSource')]: label,\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      return true\n    })\n    if (contactStamped) {\n      records += 1\n      await restampCrmListFieldsAt(found.ref, 'contacts')\n    }\n  }\n  return { records }\n}\n\n/** The writer the CRM registers on the platform's record-origin seam. 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/record-origin.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type {\n  PluginRecordOriginReport,\n  PluginRecordOriginRequest,\n  PluginRecordOriginWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-origin'\nimport {\n  consentGroupForHost,\n  CONTACT_FACETS_FIELD,\n  contactFacetPath,\n  crmLeadSourceForOrigin,\n  crmPicklistKey,\n  normalizeContactEmail,\n  personKey,\n} from '@aglyn/aglyn/server'\nimport { visibleToHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport {\n  findContactByEmail,\n  firebaseAdmin,\n  getOrgForHost,\n  restampCrmListFieldsAt,\n} from '@aglyn/tenant-data-admin'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { readLeadSourcePicklist } from './lead-source-picklist'\n\n/*==========================================\n * A PERSON'S ORIGIN, AS A LEAD SOURCE (AGL-3519).\n *\n * The CRM's side of the platform's record-origin seam, and what its own\n * capture door calls after filing a person: a door's word for how it met\n * somebody — a form, a booking, a sequence — becomes the Lead source its\n * built-in value names (`CRM_LEAD_SOURCE_ORIGINS`), as the org spells it.\n *\n *  - ORIGINAL SOURCE. A record that already names a lead source keeps it;\n *    only an empty one is stamped, and a person the org cleared stays clear\n *    to every door that meets them again (`firstTouchOnly`).\n *  - A DEACTIVATED value stamps nothing: the org has said not to file\n *    people under it.\n *  - Both records the address is, as the site sees them: the lead, when the\n *    site may see it, and the site's own facet on the contact — a holder's\n *    knowledge of the person, like the rest of its profile.\n *\n * Each stamp is a transaction that reads the field and writes only into an\n * empty one, so a rep's pick made a moment earlier is never overwritten;\n * the list fields follow (`leadSourceKey`, `leadSourceDirection`, `facetKeys`).\n *=========================================*/\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** Where one stamp lands, for a caller that already holds the org. */\nexport interface CrmRecordOriginInput extends PluginRecordOriginRequest {\n  org?: Record<string, unknown> | null\n}\n\n/** Stamps the origin on the lead and the site's contact facet the address is; how many took it. */\nexport async function stampCrmRecordOrigin(\n  input: CrmRecordOriginInput,\n  firestore: Firestore = firebaseAdmin.app().firestore(),\n): Promise<PluginRecordOriginReport> {\n  const email = normalizeContactEmail(input.email)\n  const key = email ? personKey(email) : null\n  if (!email || !key || !input.hostId) return { records: 0 }\n  let orgId = input.orgId\n  let org = input.org ?? null\n  if (!orgId || !org) {\n    const resolved = await getOrgForHost(input.hostId)\n    if (!resolved || (orgId && resolved.orgId !== orgId)) return { records: 0 }\n    orgId = resolved.orgId\n    org = resolved.org as Record<string, unknown>\n  }\n  const leadSources = await readLeadSourcePicklist(firestore, orgId)\n  const label = crmLeadSourceForOrigin(leadSources, input.origin)\n  if (!label) return { records: 0 }\n  const orgRef = firestore.collection('orgs').doc(orgId)\n  let records = 0\n\n  /* THE LEAD, keyed on the person and seen by the site. */\n  const leadRef = orgRef.collection('leads').doc(key)\n  const leadStamped = await firestore.runTransaction(async (tx) => {\n    const snapshot = await tx.get(leadRef)\n    if (!snapshot.exists) return false\n    const lead = snapshot.data() ?? {}\n    if (!visibleToHost(lead['visibleTo'] as string[] | undefined, input.hostId)) return false\n    if (typeof lead['leadSource'] === 'string' && lead['leadSource'].trim()) return false\n    if (input.firstTouchOnly && Number(lead['submissionCount'] ?? 1) > 1) return false\n    tx.update(leadRef, {\n      leadSource: label,\n      leadSourceKey: crmPicklistKey(label),\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    return true\n  })\n  if (leadStamped) {\n    records += 1\n    // Its direction is the label's group in the list just read (AGL-3577).\n    await restampCrmListFieldsAt(leadRef, 'leads', { leadSources })\n  }\n\n  /* THE CONTACT, on the site's own facet — present only once the site holds the person. */\n  const found = await findContactByEmail(orgRef.collection('contacts'), email)\n  if (found) {\n    const groupId = consentGroupForHost(org, input.hostId).groupId\n    const contactStamped = await firestore.runTransaction(async (tx) => {\n      const snapshot = await tx.get(found.ref)\n      const facets = (snapshot.data() ?? {})[CONTACT_FACETS_FIELD] as Record<string, unknown> | undefined\n      const facet = facets?.[groupId] as Record<string, unknown> | undefined\n      if (!facet || typeof facet !== 'object') return false\n      if (typeof facet['leadSource'] === 'string' && facet['leadSource'].trim()) return false\n      const interactions = Array.isArray(facet['interactions']) ? facet['interactions'].length : 0\n      if (input.firstTouchOnly && interactions > 1) return false\n      tx.update(found.ref, {\n        [contactFacetPath(groupId, 'leadSource')]: label,\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      return true\n    })\n    if (contactStamped) {\n      records += 1\n      await restampCrmListFieldsAt(found.ref, 'contacts')\n    }\n  }\n  return { records }\n}\n\n/** The writer the CRM registers on the platform's record-origin seam. 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