@aglyn/plugins-crm 1.0.0-beta.261 → 1.0.0-beta.262

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.261",
+  "version": "1.0.0-beta.262",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,19 +25,19 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.261",
-    "@aglyn/shared-data-enums": "1.0.0-beta.261",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.261",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.261",
-    "@aglyn/shared-ui-next": "1.0.0-beta.261",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.261",
-    "@aglyn/shared-util-email": "1.0.0-beta.261",
-    "@aglyn/shared-util-http": "1.0.0-beta.261",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.261",
-    "@aglyn/shared-util-tools": "1.0.0-beta.261",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.261",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.261",
-    "@aglyn/tenant-runtime": "1.0.0-beta.261",
+    "@aglyn/aglyn": "1.0.0-beta.262",
+    "@aglyn/shared-data-enums": "1.0.0-beta.262",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.262",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.262",
+    "@aglyn/shared-ui-next": "1.0.0-beta.262",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.262",
+    "@aglyn/shared-util-email": "1.0.0-beta.262",
+    "@aglyn/shared-util-http": "1.0.0-beta.262",
+    "@aglyn/shared-util-timestamp": "1.0.0-beta.262",
+    "@aglyn/shared-util-tools": "1.0.0-beta.262",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.262",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.262",
+    "@aglyn/tenant-runtime": "1.0.0-beta.262",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

package/src/lib/server/deal-figures.js

@@ -14,7 +14,8 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */ import { isPipelineArchived } from "@aglyn/aglyn/app-utils/crm";
-import { PLUGIN_FIGURE_MAX_ROWS, pluginFigureChange, pluginFigureWindows, registerPluginFigureReader } from "@aglyn/aglyn/plugin-manager/plugin-figures";
+import { PLUGIN_FIGURE_MAX_ROWS, pluginFigureCellText, pluginFigureChange, pluginFigureWindows, registerPluginFigureReader } from "@aglyn/aglyn/plugin-manager/plugin-figures";
+import { figureCount, figureHasColumn, figurePlural, figureRow } from "@aglyn/aglyn/app-utils/weekly-summary";
 import { scopedToHost } from "@aglyn/tenant-data-admin/server/organizations";
 import { BUNDLE_ID } from "../constants/bundle-common.js";
 import { currencyOfDeals, pipelineTotals } from "../model/crm-reports.js";
@@ -61,6 +62,18 @@ export function crmPipelineFigureReader(firestore) {
         scope: 'org',
         windows: [],
         feature: 'crm',
+        weeklySummary: {
+            order: 20,
+            lines: (table)=>{
+                var _all_value;
+                const all = figureRow(table, 'pipeline', 'All pipelines');
+                const deals = figureCount(all == null ? void 0 : all['deals']);
+                if (!all || !deals) return [];
+                return [
+                    `Open pipeline: ${figurePlural(deals, 'deal', 'deals')} worth ${pluginFigureCellText(table, 'value', (_all_value = all['value']) != null ? _all_value : 0)}`
+                ];
+            }
+        },
         read: async (request)=>{
             const db = firestore();
             const [open, pipelines] = await Promise.all([
@@ -178,6 +191,20 @@ export function crmClosedDealsFigureReader(firestore) {
         scope: 'org',
         windows: WINDOWS,
         feature: 'crm',
+        weeklySummary: {
+            order: 10,
+            lines: (table)=>{
+                var _row_wonValue;
+                const row = table.rows[0];
+                if (!row || !figureHasColumn(table, 'won')) return [];
+                const won = figureCount(row['won']);
+                const lost = figureCount(row['lost']);
+                if (!won && !lost) return [];
+                return [
+                    `Deals: ${won.toLocaleString('en-US')} won` + (won ? ` (${pluginFigureCellText(table, 'wonValue', (_row_wonValue = row['wonValue']) != null ? _row_wonValue : 0)})` : '') + `, ${lost.toLocaleString('en-US')} lost`
+                ];
+            }
+        },
         read: async (request)=>{
             if (!WINDOWS.includes(request.days)) {
                 return {

package/src/lib/server/deal-figures.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/deal-figures.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 { isPipelineArchived, type CrmDeal, type CrmPipeline } from '@aglyn/aglyn/app-utils/crm'\nimport {\n  PLUGIN_FIGURE_MAX_ROWS,\n  pluginFigureChange,\n  pluginFigureWindows,\n  registerPluginFigureReader,\n  type PluginFigureReader,\n  type PluginFigureRow,\n} from '@aglyn/aglyn/plugin-manager/plugin-figures'\nimport { scopedToHost } from '@aglyn/tenant-data-admin/server/organizations'\nimport { BUNDLE_ID } from '../constants/bundle-common'\nimport { currencyOfDeals, pipelineTotals } from '../model/crm-reports'\n\n/**\n * The organization's deals as figure tables another plugin reads by id\n * (AGL-3603) — the AI plugin's insights answer \"how much is in the pipeline?\"\n * and \"what did we win this month?\" from them.\n *\n *  - `crm.pipeline`: the open pipeline as it stands, by pipeline and stage —\n *    how many deals, what they are worth, and what they are worth at their\n *    stage's odds — with `pipelineTotals`, the Reports page's own arithmetic.\n *  - `crm.closed`: deals won and lost over the window, what was won, the win\n *    rate, and the change in won deals from the window before.\n *\n * Organization readers: with a site, only the deals shared with that site —\n * `scopedToHost`, the predicate the rules evaluate — and with none, the\n * workspace's. Each read is a Firestore query on `status` (and `closedAtMs`\n * for the window), served by the `deals` composites the index file already\n * carries, projected to the fields counted and capped; a deal's title, its\n * contact and its company never reach a table.\n */\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** Open deals the pipeline reads; a larger pipeline is told its figures read low. */\nexport const DEAL_FIGURES_OPEN_CEILING = 1_000\n\n/** Deals one window reads of each outcome. */\nexport const DEAL_FIGURES_CLOSED_CEILING = 1_000\n\n/** Pipelines read. */\nexport const DEAL_FIGURES_PIPELINE_CEILING = 20\n\nconst WINDOWS: readonly number[] = [7, 14, 30, 90]\n\ntype DealRow = Pick<CrmDeal, 'status' | 'stageId' | 'pipelineId' | 'amountCents' | 'currency' | 'probability'>\n\nconst major = (cents: number): number => Math.round(cents) / 100\n\nfunction deals(firestore: Firestore, orgId: string, hostId: string | null): FirebaseFirestore.Query {\n  const collection = firestore.collection('orgs').doc(orgId).collection('deals')\n  return hostId ? scopedToHost(collection, hostId) : collection\n}\n\nasync function readOpenDeals(\n  firestore: Firestore,\n  orgId: string,\n  hostId: string | null,\n): Promise<{ rows: DealRow[]; truncated: boolean }> {\n  const snapshot = await deals(firestore, orgId, hostId)\n    .where('status', '==', 'open')\n    .orderBy('updatedAt', 'desc')\n    .select('status', 'stageId', 'pipelineId', 'amountCents', 'currency', 'probability')\n    .limit(DEAL_FIGURES_OPEN_CEILING + 1)\n    .get()\n  return {\n    rows: snapshot.docs.slice(0, DEAL_FIGURES_OPEN_CEILING).map((doc) => (doc.data() ?? {}) as DealRow),\n    truncated: snapshot.docs.length > DEAL_FIGURES_OPEN_CEILING,\n  }\n}\n\nasync function readPipelines(\n  firestore: Firestore,\n  orgId: string,\n  hostId: string | null,\n): Promise<Array<{ id: string; pipeline: CrmPipeline }>> {\n  const collection = firestore.collection('orgs').doc(orgId).collection('pipelines')\n  const snapshot = await (hostId ? scopedToHost(collection, hostId) : collection)\n    .limit(DEAL_FIGURES_PIPELINE_CEILING)\n    .get()\n  return snapshot.docs\n    .map((doc) => ({ id: doc.id, pipeline: (doc.data() ?? {}) as CrmPipeline }))\n    .filter(({ pipeline }) => !isPipelineArchived(pipeline))\n}\n\nexport function crmPipelineFigureReader(firestore: () => Firestore): PluginFigureReader {\n  return {\n    id: 'crm.pipeline',\n    label: 'Deal pipeline',\n    description:\n      'The open deals as they stand, by pipeline and stage: how many, what they are worth, and what they are worth at each stage’s odds. Current totals, with no window.',\n    scope: 'org',\n    windows: [],\n    feature: 'crm',\n    read: async (request) => {\n      const db = firestore()\n      const [open, pipelines] = await Promise.all([\n        readOpenDeals(db, request.orgId, request.hostId),\n        readPipelines(db, request.orgId, request.hostId),\n      ])\n      const { currency, mixed } = currencyOfDeals(open.rows)\n      const code = currency.toUpperCase()\n      const rows: PluginFigureRow[] = []\n      let count = 0\n      let amount = 0\n      let weighted = 0\n      let placed = 0\n      for (const { id, pipeline } of pipelines) {\n        const totals = pipelineTotals(\n          open.rows.filter((deal) => deal.pipelineId === id),\n          pipeline,\n        )\n        count += totals.count\n        amount += totals.amountCents\n        weighted += totals.weightedCents\n        for (const stage of totals.stages) {\n          placed += 1\n          rows.push({\n            pipeline: pipeline.name || 'Untitled pipeline',\n            stage: stage.stage.name || 'Untitled stage',\n            deals: stage.count,\n            value: major(stage.amountCents),\n            weighted: major(stage.weightedCents),\n          })\n        }\n      }\n      const kept = rows.slice(0, PLUGIN_FIGURE_MAX_ROWS - 1)\n      return {\n        ok: true,\n        table: {\n          title: 'Deal pipeline',\n          source: { label: 'CRM reports', path: 'crm/reports' },\n          period: null,\n          columns: [\n            { key: 'pipeline', label: 'Pipeline', kind: 'text' },\n            { key: 'stage', label: 'Stage', kind: 'text' },\n            { key: 'deals', label: 'Open deals', kind: 'count' },\n            { key: 'value', label: 'Value', kind: 'money', currency: code },\n            { key: 'weighted', label: 'Weighted value', kind: 'money', currency: code },\n          ],\n          rows: [\n            { pipeline: 'All pipelines', stage: 'All open stages', deals: count, value: major(amount), weighted: major(weighted) },\n            ...kept,\n          ],\n          omitted: Math.max(0, placed - kept.length),\n          notes: [\n            'Only open deals: a won deal is revenue and a lost one is history.',\n            ...(mixed ? [`Deals are in more than one currency; every amount is added as ${code}.`] : []),\n            ...(open.truncated\n              ? [`More than ${DEAL_FIGURES_OPEN_CEILING.toLocaleString('en-US')} deals are open, so the figures count the most recently updated ${DEAL_FIGURES_OPEN_CEILING.toLocaleString('en-US')} and read low.`]\n              : []),\n          ].slice(0, 3),\n        },\n      }\n    },\n  }\n}\n\ninterface ClosedRead {\n  count: number\n  amountCents: number\n  currencies: Array<Pick<CrmDeal, 'currency'>>\n  truncated: boolean\n}\n\nasync function readClosed(\n  firestore: Firestore,\n  orgId: string,\n  hostId: string | null,\n  status: 'won' | 'lost',\n  startMs: number,\n  endMs: number,\n): Promise<ClosedRead> {\n  const snapshot = await deals(firestore, orgId, hostId)\n    .where('status', '==', status)\n    .where('closedAtMs', '>=', startMs)\n    .where('closedAtMs', '<', endMs)\n    .orderBy('closedAtMs', 'asc')\n    .select('amountCents', 'currency')\n    .limit(DEAL_FIGURES_CLOSED_CEILING + 1)\n    .get()\n  const docs = snapshot.docs.slice(0, DEAL_FIGURES_CLOSED_CEILING).map((doc) => (doc.data() ?? {}) as DealRow)\n  return {\n    count: docs.length,\n    amountCents: docs.reduce((sum, deal) => sum + Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0)), 0),\n    currencies: docs,\n    truncated: snapshot.docs.length > DEAL_FIGURES_CLOSED_CEILING,\n  }\n}\n\nexport function crmClosedDealsFigureReader(firestore: () => Firestore): PluginFigureReader {\n  return {\n    id: 'crm.closed',\n    label: 'Deals won and lost',\n    description:\n      'Deals closed over the window: how many were won and lost, what was won, the win rate, and the change in deals won from the window before.',\n    scope: 'org',\n    windows: WINDOWS,\n    feature: 'crm',\n    read: async (request) => {\n      if (!WINDOWS.includes(request.days)) {\n        return { ok: false, status: 400, error: 'That window is not one closed deals are read over' }\n      }\n      const db = firestore()\n      const { current, previous } = pluginFigureWindows(request.now, request.days)\n      const [won, lost, wonBefore] = await Promise.all([\n        readClosed(db, request.orgId, request.hostId, 'won', current.startMs, current.endMs),\n        readClosed(db, request.orgId, request.hostId, 'lost', current.startMs, current.endMs),\n        readClosed(db, request.orgId, request.hostId, 'won', previous.startMs, previous.endMs),\n      ])\n      const { currency, mixed } = currencyOfDeals(won.currencies)\n      const code = currency.toUpperCase()\n      const closed = won.count + lost.count\n      return {\n        ok: true,\n        table: {\n          title: 'Deals won and lost',\n          source: { label: 'CRM reports', path: 'crm/reports' },\n          period: { from: current.from, to: current.to, days: request.days },\n          columns: [\n            { key: 'won', label: 'Won', kind: 'count' },\n            { key: 'lost', label: 'Lost', kind: 'count' },\n            { key: 'wonValue', label: 'Value won', kind: 'money', currency: code },\n            { key: 'winRate', label: 'Win rate', kind: 'percent' },\n            { key: 'change', label: 'Change in deals won', kind: 'change' },\n          ],\n          rows: [\n            {\n              won: won.count,\n              lost: lost.count,\n              wonValue: major(won.amountCents),\n              winRate: closed > 0 ? Math.round((won.count / closed) * 1_000) / 10 : null,\n              change: pluginFigureChange(won.count, wonBefore.count),\n            },\n          ],\n          omitted: 0,\n          notes: [\n            'A deal is counted on the day it closed.',\n            ...(mixed ? [`Deals won are in more than one currency; every amount is added as ${code}.`] : []),\n            ...(won.truncated || lost.truncated || wonBefore.truncated\n              ? [`More than ${DEAL_FIGURES_CLOSED_CEILING.toLocaleString('en-US')} deals closed one way in a window, so the figures count ${DEAL_FIGURES_CLOSED_CEILING.toLocaleString('en-US')} and read low.`]\n              : []),\n          ].slice(0, 3),\n        },\n      }\n    },\n  }\n}\n\n/** Registers the deal readers from the console surface, where insight jobs run. */\nexport function registerDealFigureReaders(firestore: () => Firestore): void {\n  for (const reader of [crmPipelineFigureReader(firestore), crmClosedDealsFigureReader(firestore)]) {\n    registerPluginFigureReader(reader, { pluginId: BUNDLE_ID })\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/deal-figures.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 { isPipelineArchived, type CrmDeal, type CrmPipeline } from '@aglyn/aglyn/app-utils/crm'\nimport {\n  PLUGIN_FIGURE_MAX_ROWS,\n  pluginFigureCellText,\n  pluginFigureChange,\n  pluginFigureWindows,\n  registerPluginFigureReader,\n  type PluginFigureReader,\n  type PluginFigureRow,\n} from '@aglyn/aglyn/plugin-manager/plugin-figures'\nimport { figureCount, figureHasColumn, figurePlural, figureRow } from '@aglyn/aglyn/app-utils/weekly-summary'\nimport { scopedToHost } from '@aglyn/tenant-data-admin/server/organizations'\nimport { BUNDLE_ID } from '../constants/bundle-common'\nimport { currencyOfDeals, pipelineTotals } from '../model/crm-reports'\n\n/**\n * The organization's deals as figure tables another plugin reads by id\n * (AGL-3603) — the AI plugin's insights answer \"how much is in the pipeline?\"\n * and \"what did we win this month?\" from them.\n *\n *  - `crm.pipeline`: the open pipeline as it stands, by pipeline and stage —\n *    how many deals, what they are worth, and what they are worth at their\n *    stage's odds — with `pipelineTotals`, the Reports page's own arithmetic.\n *  - `crm.closed`: deals won and lost over the window, what was won, the win\n *    rate, and the change in won deals from the window before.\n *\n * Organization readers: with a site, only the deals shared with that site —\n * `scopedToHost`, the predicate the rules evaluate — and with none, the\n * workspace's. Each read is a Firestore query on `status` (and `closedAtMs`\n * for the window), served by the `deals` composites the index file already\n * carries, projected to the fields counted and capped; a deal's title, its\n * contact and its company never reach a table.\n */\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** Open deals the pipeline reads; a larger pipeline is told its figures read low. */\nexport const DEAL_FIGURES_OPEN_CEILING = 1_000\n\n/** Deals one window reads of each outcome. */\nexport const DEAL_FIGURES_CLOSED_CEILING = 1_000\n\n/** Pipelines read. */\nexport const DEAL_FIGURES_PIPELINE_CEILING = 20\n\nconst WINDOWS: readonly number[] = [7, 14, 30, 90]\n\ntype DealRow = Pick<CrmDeal, 'status' | 'stageId' | 'pipelineId' | 'amountCents' | 'currency' | 'probability'>\n\nconst major = (cents: number): number => Math.round(cents) / 100\n\nfunction deals(firestore: Firestore, orgId: string, hostId: string | null): FirebaseFirestore.Query {\n  const collection = firestore.collection('orgs').doc(orgId).collection('deals')\n  return hostId ? scopedToHost(collection, hostId) : collection\n}\n\nasync function readOpenDeals(\n  firestore: Firestore,\n  orgId: string,\n  hostId: string | null,\n): Promise<{ rows: DealRow[]; truncated: boolean }> {\n  const snapshot = await deals(firestore, orgId, hostId)\n    .where('status', '==', 'open')\n    .orderBy('updatedAt', 'desc')\n    .select('status', 'stageId', 'pipelineId', 'amountCents', 'currency', 'probability')\n    .limit(DEAL_FIGURES_OPEN_CEILING + 1)\n    .get()\n  return {\n    rows: snapshot.docs.slice(0, DEAL_FIGURES_OPEN_CEILING).map((doc) => (doc.data() ?? {}) as DealRow),\n    truncated: snapshot.docs.length > DEAL_FIGURES_OPEN_CEILING,\n  }\n}\n\nasync function readPipelines(\n  firestore: Firestore,\n  orgId: string,\n  hostId: string | null,\n): Promise<Array<{ id: string; pipeline: CrmPipeline }>> {\n  const collection = firestore.collection('orgs').doc(orgId).collection('pipelines')\n  const snapshot = await (hostId ? scopedToHost(collection, hostId) : collection)\n    .limit(DEAL_FIGURES_PIPELINE_CEILING)\n    .get()\n  return snapshot.docs\n    .map((doc) => ({ id: doc.id, pipeline: (doc.data() ?? {}) as CrmPipeline }))\n    .filter(({ pipeline }) => !isPipelineArchived(pipeline))\n}\n\nexport function crmPipelineFigureReader(firestore: () => Firestore): PluginFigureReader {\n  return {\n    id: 'crm.pipeline',\n    label: 'Deal pipeline',\n    description:\n      'The open deals as they stand, by pipeline and stage: how many, what they are worth, and what they are worth at each stage’s odds. Current totals, with no window.',\n    scope: 'org',\n    windows: [],\n    feature: 'crm',\n    weeklySummary: {\n      order: 20,\n      lines: (table) => {\n        const all = figureRow(table, 'pipeline', 'All pipelines')\n        const deals = figureCount(all?.['deals'])\n        if (!all || !deals) return []\n        return [`Open pipeline: ${figurePlural(deals, 'deal', 'deals')} worth ${pluginFigureCellText(table, 'value', all['value'] ?? 0)}`]\n      },\n    },\n    read: async (request) => {\n      const db = firestore()\n      const [open, pipelines] = await Promise.all([\n        readOpenDeals(db, request.orgId, request.hostId),\n        readPipelines(db, request.orgId, request.hostId),\n      ])\n      const { currency, mixed } = currencyOfDeals(open.rows)\n      const code = currency.toUpperCase()\n      const rows: PluginFigureRow[] = []\n      let count = 0\n      let amount = 0\n      let weighted = 0\n      let placed = 0\n      for (const { id, pipeline } of pipelines) {\n        const totals = pipelineTotals(\n          open.rows.filter((deal) => deal.pipelineId === id),\n          pipeline,\n        )\n        count += totals.count\n        amount += totals.amountCents\n        weighted += totals.weightedCents\n        for (const stage of totals.stages) {\n          placed += 1\n          rows.push({\n            pipeline: pipeline.name || 'Untitled pipeline',\n            stage: stage.stage.name || 'Untitled stage',\n            deals: stage.count,\n            value: major(stage.amountCents),\n            weighted: major(stage.weightedCents),\n          })\n        }\n      }\n      const kept = rows.slice(0, PLUGIN_FIGURE_MAX_ROWS - 1)\n      return {\n        ok: true,\n        table: {\n          title: 'Deal pipeline',\n          source: { label: 'CRM reports', path: 'crm/reports' },\n          period: null,\n          columns: [\n            { key: 'pipeline', label: 'Pipeline', kind: 'text' },\n            { key: 'stage', label: 'Stage', kind: 'text' },\n            { key: 'deals', label: 'Open deals', kind: 'count' },\n            { key: 'value', label: 'Value', kind: 'money', currency: code },\n            { key: 'weighted', label: 'Weighted value', kind: 'money', currency: code },\n          ],\n          rows: [\n            { pipeline: 'All pipelines', stage: 'All open stages', deals: count, value: major(amount), weighted: major(weighted) },\n            ...kept,\n          ],\n          omitted: Math.max(0, placed - kept.length),\n          notes: [\n            'Only open deals: a won deal is revenue and a lost one is history.',\n            ...(mixed ? [`Deals are in more than one currency; every amount is added as ${code}.`] : []),\n            ...(open.truncated\n              ? [`More than ${DEAL_FIGURES_OPEN_CEILING.toLocaleString('en-US')} deals are open, so the figures count the most recently updated ${DEAL_FIGURES_OPEN_CEILING.toLocaleString('en-US')} and read low.`]\n              : []),\n          ].slice(0, 3),\n        },\n      }\n    },\n  }\n}\n\ninterface ClosedRead {\n  count: number\n  amountCents: number\n  currencies: Array<Pick<CrmDeal, 'currency'>>\n  truncated: boolean\n}\n\nasync function readClosed(\n  firestore: Firestore,\n  orgId: string,\n  hostId: string | null,\n  status: 'won' | 'lost',\n  startMs: number,\n  endMs: number,\n): Promise<ClosedRead> {\n  const snapshot = await deals(firestore, orgId, hostId)\n    .where('status', '==', status)\n    .where('closedAtMs', '>=', startMs)\n    .where('closedAtMs', '<', endMs)\n    .orderBy('closedAtMs', 'asc')\n    .select('amountCents', 'currency')\n    .limit(DEAL_FIGURES_CLOSED_CEILING + 1)\n    .get()\n  const docs = snapshot.docs.slice(0, DEAL_FIGURES_CLOSED_CEILING).map((doc) => (doc.data() ?? {}) as DealRow)\n  return {\n    count: docs.length,\n    amountCents: docs.reduce((sum, deal) => sum + Math.max(0, Math.round(Number(deal.amountCents ?? 0) || 0)), 0),\n    currencies: docs,\n    truncated: snapshot.docs.length > DEAL_FIGURES_CLOSED_CEILING,\n  }\n}\n\nexport function crmClosedDealsFigureReader(firestore: () => Firestore): PluginFigureReader {\n  return {\n    id: 'crm.closed',\n    label: 'Deals won and lost',\n    description:\n      'Deals closed over the window: how many were won and lost, what was won, the win rate, and the change in deals won from the window before.',\n    scope: 'org',\n    windows: WINDOWS,\n    feature: 'crm',\n    weeklySummary: {\n      order: 10,\n      lines: (table) => {\n        const row = table.rows[0]\n        if (!row || !figureHasColumn(table, 'won')) return []\n        const won = figureCount(row['won'])\n        const lost = figureCount(row['lost'])\n        if (!won && !lost) return []\n        return [\n          `Deals: ${won.toLocaleString('en-US')} won` +\n            (won ? ` (${pluginFigureCellText(table, 'wonValue', row['wonValue'] ?? 0)})` : '') +\n            `, ${lost.toLocaleString('en-US')} lost`,\n        ]\n      },\n    },\n    read: async (request) => {\n      if (!WINDOWS.includes(request.days)) {\n        return { ok: false, status: 400, error: 'That window is not one closed deals are read over' }\n      }\n      const db = firestore()\n      const { current, previous } = pluginFigureWindows(request.now, request.days)\n      const [won, lost, wonBefore] = await Promise.all([\n        readClosed(db, request.orgId, request.hostId, 'won', current.startMs, current.endMs),\n        readClosed(db, request.orgId, request.hostId, 'lost', current.startMs, current.endMs),\n        readClosed(db, request.orgId, request.hostId, 'won', previous.startMs, previous.endMs),\n      ])\n      const { currency, mixed } = currencyOfDeals(won.currencies)\n      const code = currency.toUpperCase()\n      const closed = won.count + lost.count\n      return {\n        ok: true,\n        table: {\n          title: 'Deals won and lost',\n          source: { label: 'CRM reports', path: 'crm/reports' },\n          period: { from: current.from, to: current.to, days: request.days },\n          columns: [\n            { key: 'won', label: 'Won', kind: 'count' },\n            { key: 'lost', label: 'Lost', kind: 'count' },\n            { key: 'wonValue', label: 'Value won', kind: 'money', currency: code },\n            { key: 'winRate', label: 'Win rate', kind: 'percent' },\n            { key: 'change', label: 'Change in deals won', kind: 'change' },\n          ],\n          rows: [\n            {\n              won: won.count,\n              lost: lost.count,\n              wonValue: major(won.amountCents),\n              winRate: closed > 0 ? Math.round((won.count / closed) * 1_000) / 10 : null,\n              change: pluginFigureChange(won.count, wonBefore.count),\n            },\n          ],\n          omitted: 0,\n          notes: [\n            'A deal is counted on the day it closed.',\n            ...(mixed ? [`Deals won are in more than one currency; every amount is added as ${code}.`] : []),\n            ...(won.truncated || lost.truncated || wonBefore.truncated\n              ? [`More than ${DEAL_FIGURES_CLOSED_CEILING.toLocaleString('en-US')} deals closed one way in a window, so the figures count ${DEAL_FIGURES_CLOSED_CEILING.toLocaleString('en-US')} and read low.`]\n              : []),\n          ].slice(0, 3),\n        },\n      }\n    },\n  }\n}\n\n/** Registers the deal readers from the console surface, where insight jobs run. */\nexport function registerDealFigureReaders(firestore: () => Firestore): void {\n  for (const reader of [crmPipelineFigureReader(firestore), crmClosedDealsFigureReader(firestore)]) {\n    registerPluginFigureReader(reader, { pluginId: BUNDLE_ID })\n  }\n}\n"],"names":["isPipelineArchived","PLUGIN_FIGURE_MAX_ROWS","pluginFigureCellText","pluginFigureChange","pluginFigureWindows","registerPluginFigureReader","figureCount","figureHasColumn","figurePlural","figureRow","scopedToHost","BUNDLE_ID","currencyOfDeals","pipelineTotals","DEAL_FIGURES_OPEN_CEILING","DEAL_FIGURES_CLOSED_CEILING","DEAL_FIGURES_PIPELINE_CEILING","WINDOWS","major","cents","Math","round","deals","firestore","orgId","hostId","collection","doc","readOpenDeals","snapshot","where","orderBy","select","limit","get","rows","docs","slice","map","data","truncated","length","readPipelines","id","pipeline","filter","crmPipelineFigureReader","label","description","scope","windows","feature","weeklySummary","order","lines","table","all","read","request","db","open","pipelines","Promise","currency","mixed","code","toUpperCase","count","amount","weighted","placed","totals","deal","pipelineId","amountCents","weightedCents","stage","stages","push","name","value","kept","ok","title","source","path","period","columns","key","kind","omitted","max","notes","toLocaleString","readClosed","status","startMs","endMs","reduce","sum","Number","currencies","crmClosedDealsFigureReader","row","won","lost","includes","days","error","current","previous","now","wonBefore","closed","from","to","wonValue","winRate","change","registerDealFigureReaders","reader","pluginId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,kBAAkB,QAAwC,6BAA4B;AAC/F,SACEC,sBAAsB,EACtBC,oBAAoB,EACpBC,kBAAkB,EAClBC,mBAAmB,EACnBC,0BAA0B,QAGrB,6CAA4C;AACnD,SAASC,WAAW,EAAEC,eAAe,EAAEC,YAAY,EAAEC,SAAS,QAAQ,wCAAuC;AAC7G,SAASC,YAAY,QAAQ,gDAA+C;AAC5E,SAASC,SAAS,QAAQ,gCAA4B;AACtD,SAASC,eAAe,EAAEC,cAAc,QAAQ,0BAAsB;AAuBtE,mFAAmF,GACnF,OAAO,MAAMC,4BAA4B,KAAK;AAE9C,4CAA4C,GAC5C,OAAO,MAAMC,8BAA8B,KAAK;AAEhD,oBAAoB,GACpB,OAAO,MAAMC,gCAAgC,GAAE;AAE/C,MAAMC,UAA6B;IAAC;IAAG;IAAI;IAAI;CAAG;AAIlD,MAAMC,QAAQ,CAACC,QAA0BC,KAAKC,KAAK,CAACF,SAAS;AAE7D,SAASG,MAAMC,SAAoB,EAAEC,KAAa,EAAEC,MAAqB;IACvE,MAAMC,aAAaH,UAAUG,UAAU,CAAC,QAAQC,GAAG,CAACH,OAAOE,UAAU,CAAC;IACtE,OAAOD,SAASf,aAAagB,YAAYD,UAAUC;AACrD;AAEA,eAAeE,cACbL,SAAoB,EACpBC,KAAa,EACbC,MAAqB;IAErB,MAAMI,WAAW,MAAMP,MAAMC,WAAWC,OAAOC,QAC5CK,KAAK,CAAC,UAAU,MAAM,QACtBC,OAAO,CAAC,aAAa,QACrBC,MAAM,CAAC,UAAU,WAAW,cAAc,eAAe,YAAY,eACrEC,KAAK,CAACnB,4BAA4B,GAClCoB,GAAG;IACN,OAAO;QACLC,MAAMN,SAASO,IAAI,CAACC,KAAK,CAAC,GAAGvB,2BAA2BwB,GAAG,CAAC,CAACX;gBAASA;oBAAAA,YAAAA,IAAIY,IAAI,cAARZ,YAAc,CAAC;;QACrFa,WAAWX,SAASO,IAAI,CAACK,MAAM,GAAG3B;IACpC;AACF;AAEA,eAAe4B,cACbnB,SAAoB,EACpBC,KAAa,EACbC,MAAqB;IAErB,MAAMC,aAAaH,UAAUG,UAAU,CAAC,QAAQC,GAAG,CAACH,OAAOE,UAAU,CAAC;IACtE,MAAMG,WAAW,MAAM,AAACJ,CAAAA,SAASf,aAAagB,YAAYD,UAAUC,UAAS,EAC1EO,KAAK,CAACjB,+BACNkB,GAAG;IACN,OAAOL,SAASO,IAAI,CACjBE,GAAG,CAAC,CAACX;YAAkCA;eAAzB;YAAEgB,IAAIhB,IAAIgB,EAAE;YAAEC,QAAQ,GAAGjB,YAAAA,IAAIY,IAAI,cAARZ,YAAc,CAAC;QAAkB;OACxEkB,MAAM,CAAC,CAAC,EAAED,QAAQ,EAAE,GAAK,CAAC5C,mBAAmB4C;AAClD;AAEA,OAAO,SAASE,wBAAwBvB,SAA0B;IAChE,OAAO;QACLoB,IAAI;QACJI,OAAO;QACPC,aACE;QACFC,OAAO;QACPC,SAAS,EAAE;QACXC,SAAS;QACTC,eAAe;YACbC,OAAO;YACPC,OAAO,CAACC;oBAIuGC;gBAH7G,MAAMA,MAAM/C,UAAU8C,OAAO,YAAY;gBACzC,MAAMjC,QAAQhB,YAAYkD,uBAAAA,GAAK,CAAC,QAAQ;gBACxC,IAAI,CAACA,OAAO,CAAClC,OAAO,OAAO,EAAE;gBAC7B,OAAO;oBAAC,CAAC,eAAe,EAAEd,aAAac,OAAO,QAAQ,SAAS,OAAO,EAAEpB,qBAAqBqD,OAAO,UAASC,aAAAA,GAAG,CAAC,QAAQ,YAAZA,aAAgB,IAAI;iBAAC;YACpI;QACF;QACAC,MAAM,OAAOC;YACX,MAAMC,KAAKpC;YACX,MAAM,CAACqC,MAAMC,UAAU,GAAG,MAAMC,QAAQN,GAAG,CAAC;gBAC1C5B,cAAc+B,IAAID,QAAQlC,KAAK,EAAEkC,QAAQjC,MAAM;gBAC/CiB,cAAciB,IAAID,QAAQlC,KAAK,EAAEkC,QAAQjC,MAAM;aAChD;YACD,MAAM,EAAEsC,QAAQ,EAAEC,KAAK,EAAE,GAAGpD,gBAAgBgD,KAAKzB,IAAI;YACrD,MAAM8B,OAAOF,SAASG,WAAW;YACjC,MAAM/B,OAA0B,EAAE;YAClC,IAAIgC,QAAQ;YACZ,IAAIC,SAAS;YACb,IAAIC,WAAW;YACf,IAAIC,SAAS;YACb,KAAK,MAAM,EAAE3B,EAAE,EAAEC,QAAQ,EAAE,IAAIiB,UAAW;gBACxC,MAAMU,SAAS1D,eACb+C,KAAKzB,IAAI,CAACU,MAAM,CAAC,CAAC2B,OAASA,KAAKC,UAAU,KAAK9B,KAC/CC;gBAEFuB,SAASI,OAAOJ,KAAK;gBACrBC,UAAUG,OAAOG,WAAW;gBAC5BL,YAAYE,OAAOI,aAAa;gBAChC,KAAK,MAAMC,SAASL,OAAOM,MAAM,CAAE;oBACjCP,UAAU;oBACVnC,KAAK2C,IAAI,CAAC;wBACRlC,UAAUA,SAASmC,IAAI,IAAI;wBAC3BH,OAAOA,MAAMA,KAAK,CAACG,IAAI,IAAI;wBAC3BzD,OAAOsD,MAAMT,KAAK;wBAClBa,OAAO9D,MAAM0D,MAAMF,WAAW;wBAC9BL,UAAUnD,MAAM0D,MAAMD,aAAa;oBACrC;gBACF;YACF;YACA,MAAMM,OAAO9C,KAAKE,KAAK,CAAC,GAAGpC,yBAAyB;YACpD,OAAO;gBACLiF,IAAI;gBACJ3B,OAAO;oBACL4B,OAAO;oBACPC,QAAQ;wBAAErC,OAAO;wBAAesC,MAAM;oBAAc;oBACpDC,QAAQ;oBACRC,SAAS;wBACP;4BAAEC,KAAK;4BAAYzC,OAAO;4BAAY0C,MAAM;wBAAO;wBACnD;4BAAED,KAAK;4BAASzC,OAAO;4BAAS0C,MAAM;wBAAO;wBAC7C;4BAAED,KAAK;4BAASzC,OAAO;4BAAc0C,MAAM;wBAAQ;wBACnD;4BAAED,KAAK;4BAASzC,OAAO;4BAAS0C,MAAM;4BAAS1B,UAAUE;wBAAK;wBAC9D;4BAAEuB,KAAK;4BAAYzC,OAAO;4BAAkB0C,MAAM;4BAAS1B,UAAUE;wBAAK;qBAC3E;oBACD9B,MAAM;wBACJ;4BAAES,UAAU;4BAAiBgC,OAAO;4BAAmBtD,OAAO6C;4BAAOa,OAAO9D,MAAMkD;4BAASC,UAAUnD,MAAMmD;wBAAU;2BAClHY;qBACJ;oBACDS,SAAStE,KAAKuE,GAAG,CAAC,GAAGrB,SAASW,KAAKxC,MAAM;oBACzCmD,OAAO;wBACL;2BACI5B,QAAQ;4BAAC,CAAC,8DAA8D,EAAEC,KAAK,CAAC,CAAC;yBAAC,GAAG,EAAE;2BACvFL,KAAKpB,SAAS,GACd;4BAAC,CAAC,UAAU,EAAE1B,0BAA0B+E,cAAc,CAAC,SAAS,gEAA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package/src/lib/server/people-figures.d.ts

@@ -0,0 +1,39 @@
+/**
+ * @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 PluginFigureReader } from '@aglyn/aglyn/plugin-manager/plugin-figures';
+/**
+ * The people the CRM gained over a window, as a figure table another plugin
+ * or the platform reads by id (AGL-3867): the weekly summary's "new leads"
+ * and "new contacts" lines, and an insight's answer to "are we getting more
+ * leads?".
+ *
+ * An organization reader, like the deal readers: with a site, only the
+ * records shared with that site (`scopedToHost`, the predicate the rules
+ * evaluate); with none, the workspace's. Each figure is one `count()`
+ * aggregation over the window, so a busy CRM costs the same as a quiet one,
+ * and no record — let alone a name or an address — ever reaches the table.
+ *
+ * A lead is counted on the day it was first seen (`firstSeenAtMs`), a contact
+ * on the day its record was created (`createdAt`), which are the fields the
+ * Leads and Contacts lists sort their newest by. Both are served by the
+ * `visibleTo` composites the index file already carries.
+ */
+type Firestore = FirebaseFirestore.Firestore;
+export declare function crmPeopleFigureReader(firestore: () => Firestore): PluginFigureReader;
+/** Registers the reader from the console surface, where insight jobs and the weekly summary run. */
+export declare function registerPeopleFigureReader(firestore: () => Firestore): void;
+export {};

package/src/lib/server/people-figures.js

@@ -0,0 +1,153 @@
+/**
+ * @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 { pluginFigureChange, pluginFigureWindows, registerPluginFigureReader } from "@aglyn/aglyn/plugin-manager/plugin-figures";
+import { figureCount, figureRow, figureWithChange } from "@aglyn/aglyn/app-utils/weekly-summary";
+import { scopedToHost } from "@aglyn/tenant-data-admin/server/organizations";
+import { Timestamp } from "firebase-admin/firestore";
+import { BUNDLE_ID } from "../constants/bundle-common.js";
+const WINDOWS = [
+    7,
+    14,
+    30,
+    90
+];
+function scoped(collection, hostId) {
+    return hostId ? scopedToHost(collection, hostId) : collection;
+}
+async function countLeads(firestore, orgId, hostId, startMs, endMs) {
+    const leads = firestore.collection('orgs').doc(orgId).collection('leads');
+    const snapshot = await scoped(leads, hostId).where('firstSeenAtMs', '>=', startMs).where('firstSeenAtMs', '<', endMs).count().get();
+    return snapshot.data().count;
+}
+async function countContacts(firestore, orgId, hostId, startMs, endMs) {
+    const contacts = firestore.collection('orgs').doc(orgId).collection('contacts');
+    const snapshot = await scoped(contacts, hostId).where('createdAt', '>=', Timestamp.fromMillis(startMs)).where('createdAt', '<', Timestamp.fromMillis(endMs)).count().get();
+    return snapshot.data().count;
+}
+export function crmPeopleFigureReader(firestore) {
+    return {
+        id: 'crm.people',
+        label: 'New leads and contacts',
+        description: 'How many leads were first seen and how many contacts were added over the window, against the window before.',
+        scope: 'org',
+        windows: WINDOWS,
+        feature: 'crm',
+        // Under each site: the leads a site captured are that site's news.
+        weeklySummary: {
+            per: 'site',
+            order: 50,
+            lines: (table)=>{
+                const leads = figureRow(table, 'figure', 'New leads');
+                const contacts = figureRow(table, 'figure', 'New contacts');
+                const parts = [
+                    leads && figureCount(leads['current']) ? `New leads: ${figureWithChange(table, leads, 'current', 'change')}` : null,
+                    contacts && figureCount(contacts['current']) ? `New contacts: ${figureWithChange(table, contacts, 'current', 'change')}` : null
+                ].filter(Boolean);
+                return parts.length ? [
+                    parts.join(' · ')
+                ] : [];
+            },
+            headline: (table)=>{
+                var _figureRow;
+                const count = figureCount((_figureRow = figureRow(table, 'figure', 'New leads')) == null ? void 0 : _figureRow['current']);
+                return count ? {
+                    count,
+                    one: 'new lead',
+                    many: 'new leads'
+                } : null;
+            }
+        },
+        read: async (request)=>{
+            if (!WINDOWS.includes(request.days)) {
+                return {
+                    ok: false,
+                    status: 400,
+                    error: 'That window is not one new leads and contacts are read over'
+                };
+            }
+            const db = firestore();
+            const { current, previous } = pluginFigureWindows(request.now, request.days);
+            const [leads, leadsBefore, contacts, contactsBefore] = await Promise.all([
+                countLeads(db, request.orgId, request.hostId, current.startMs, current.endMs),
+                countLeads(db, request.orgId, request.hostId, previous.startMs, previous.endMs),
+                countContacts(db, request.orgId, request.hostId, current.startMs, current.endMs),
+                countContacts(db, request.orgId, request.hostId, previous.startMs, previous.endMs)
+            ]);
+            return {
+                ok: true,
+                table: {
+                    title: 'New leads and contacts',
+                    source: {
+                        label: 'CRM',
+                        path: 'crm'
+                    },
+                    period: {
+                        from: current.from,
+                        to: current.to,
+                        days: request.days
+                    },
+                    columns: [
+                        {
+                            key: 'figure',
+                            label: 'Figure',
+                            kind: 'text'
+                        },
+                        {
+                            key: 'current',
+                            label: 'This window',
+                            kind: 'count'
+                        },
+                        {
+                            key: 'previous',
+                            label: 'Window before',
+                            kind: 'count'
+                        },
+                        {
+                            key: 'change',
+                            label: 'Change',
+                            kind: 'change'
+                        }
+                    ],
+                    rows: [
+                        {
+                            figure: 'New leads',
+                            current: leads,
+                            previous: leadsBefore,
+                            change: pluginFigureChange(leads, leadsBefore)
+                        },
+                        {
+                            figure: 'New contacts',
+                            current: contacts,
+                            previous: contactsBefore,
+                            change: pluginFigureChange(contacts, contactsBefore)
+                        }
+                    ],
+                    omitted: 0,
+                    notes: [
+                        'A lead is counted on the day it was first seen, a contact on the day it was added.'
+                    ]
+                }
+            };
+        }
+    };
+}
+/** Registers the reader from the console surface, where insight jobs and the weekly summary run. */ export function registerPeopleFigureReader(firestore) {
+    registerPluginFigureReader(crmPeopleFigureReader(firestore), {
+        pluginId: BUNDLE_ID
+    });
+}
+
+//# sourceMappingURL=people-figures.js.map

package/src/lib/server/people-figures.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/people-figures.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  pluginFigureChange,\n  pluginFigureWindows,\n  registerPluginFigureReader,\n  type PluginFigureReader,\n} from '@aglyn/aglyn/plugin-manager/plugin-figures'\nimport { figureCount, figureRow, figureWithChange } from '@aglyn/aglyn/app-utils/weekly-summary'\nimport { scopedToHost } from '@aglyn/tenant-data-admin/server/organizations'\nimport { Timestamp } from 'firebase-admin/firestore'\nimport { BUNDLE_ID } from '../constants/bundle-common'\n\n/**\n * The people the CRM gained over a window, as a figure table another plugin\n * or the platform reads by id (AGL-3867): the weekly summary's \"new leads\"\n * and \"new contacts\" lines, and an insight's answer to \"are we getting more\n * leads?\".\n *\n * An organization reader, like the deal readers: with a site, only the\n * records shared with that site (`scopedToHost`, the predicate the rules\n * evaluate); with none, the workspace's. Each figure is one `count()`\n * aggregation over the window, so a busy CRM costs the same as a quiet one,\n * and no record — let alone a name or an address — ever reaches the table.\n *\n * A lead is counted on the day it was first seen (`firstSeenAtMs`), a contact\n * on the day its record was created (`createdAt`), which are the fields the\n * Leads and Contacts lists sort their newest by. Both are served by the\n * `visibleTo` composites the index file already carries.\n */\n\ntype Firestore = FirebaseFirestore.Firestore\n\nconst WINDOWS: readonly number[] = [7, 14, 30, 90]\n\nfunction scoped(collection: FirebaseFirestore.CollectionReference, hostId: string | null) {\n  return hostId ? scopedToHost(collection, hostId) : collection\n}\n\nasync function countLeads(\n  firestore: Firestore,\n  orgId: string,\n  hostId: string | null,\n  startMs: number,\n  endMs: number,\n): Promise<number> {\n  const leads = firestore.collection('orgs').doc(orgId).collection('leads')\n  const snapshot = await scoped(leads, hostId)\n    .where('firstSeenAtMs', '>=', startMs)\n    .where('firstSeenAtMs', '<', endMs)\n    .count()\n    .get()\n  return snapshot.data().count\n}\n\nasync function countContacts(\n  firestore: Firestore,\n  orgId: string,\n  hostId: string | null,\n  startMs: number,\n  endMs: number,\n): Promise<number> {\n  const contacts = firestore.collection('orgs').doc(orgId).collection('contacts')\n  const snapshot = await scoped(contacts, hostId)\n    .where('createdAt', '>=', Timestamp.fromMillis(startMs))\n    .where('createdAt', '<', Timestamp.fromMillis(endMs))\n    .count()\n    .get()\n  return snapshot.data().count\n}\n\nexport function crmPeopleFigureReader(firestore: () => Firestore): PluginFigureReader {\n  return {\n    id: 'crm.people',\n    label: 'New leads and contacts',\n    description:\n      'How many leads were first seen and how many contacts were added over the window, against the window before.',\n    scope: 'org',\n    windows: WINDOWS,\n    feature: 'crm',\n    // Under each site: the leads a site captured are that site's news.\n    weeklySummary: {\n      per: 'site',\n      order: 50,\n      lines: (table) => {\n        const leads = figureRow(table, 'figure', 'New leads')\n        const contacts = figureRow(table, 'figure', 'New contacts')\n        const parts = [\n          leads && figureCount(leads['current']) ? `New leads: ${figureWithChange(table, leads, 'current', 'change')}` : null,\n          contacts && figureCount(contacts['current'])\n            ? `New contacts: ${figureWithChange(table, contacts, 'current', 'change')}`\n            : null,\n        ].filter(Boolean)\n        return parts.length ? [parts.join(' · ')] : []\n      },\n      headline: (table) => {\n        const count = figureCount(figureRow(table, 'figure', 'New leads')?.['current'])\n        return count ? { count, one: 'new lead', many: 'new leads' } : null\n      },\n    },\n    read: async (request) => {\n      if (!WINDOWS.includes(request.days)) {\n        return { ok: false, status: 400, error: 'That window is not one new leads and contacts are read over' }\n      }\n      const db = firestore()\n      const { current, previous } = pluginFigureWindows(request.now, request.days)\n      const [leads, leadsBefore, contacts, contactsBefore] = await Promise.all([\n        countLeads(db, request.orgId, request.hostId, current.startMs, current.endMs),\n        countLeads(db, request.orgId, request.hostId, previous.startMs, previous.endMs),\n        countContacts(db, request.orgId, request.hostId, current.startMs, current.endMs),\n        countContacts(db, request.orgId, request.hostId, previous.startMs, previous.endMs),\n      ])\n      return {\n        ok: true,\n        table: {\n          title: 'New leads and contacts',\n          source: { label: 'CRM', path: 'crm' },\n          period: { from: current.from, to: current.to, days: request.days },\n          columns: [\n            { key: 'figure', label: 'Figure', kind: 'text' },\n            { key: 'current', label: 'This window', kind: 'count' },\n            { key: 'previous', label: 'Window before', kind: 'count' },\n            { key: 'change', label: 'Change', kind: 'change' },\n          ],\n          rows: [\n            { figure: 'New leads', current: leads, previous: leadsBefore, change: pluginFigureChange(leads, leadsBefore) },\n            {\n              figure: 'New contacts',\n              current: contacts,\n              previous: contactsBefore,\n              change: pluginFigureChange(contacts, contactsBefore),\n            },\n          ],\n          omitted: 0,\n          notes: ['A lead is counted on the day it was first seen, a contact on the day it was added.'],\n        },\n      }\n    },\n  }\n}\n\n/** Registers the reader from the console surface, where insight jobs and the weekly summary run. */\nexport function registerPeopleFigureReader(firestore: () => Firestore): void {\n  registerPluginFigureReader(crmPeopleFigureReader(firestore), { pluginId: BUNDLE_ID })\n}\n"],"names":["pluginFigureChange","pluginFigureWindows","registerPluginFigureReader","figureCount","figureRow","figureWithChange","scopedToHost","Timestamp","BUNDLE_ID","WINDOWS","scoped","collection","hostId","countLeads","firestore","orgId","startMs","endMs","leads","doc","snapshot","where","count","get","data","countContacts","contacts","fromMillis","crmPeopleFigureReader","id","label","description","scope","windows","feature","weeklySummary","per","order","lines","table","parts","filter","Boolean","length","join","headline","one","many","read","request","includes","days","ok","status","error","db","current","previous","now","leadsBefore","contactsBefore","Promise","all","title","source","path","period","from","to","columns","key","kind","rows","figure","change","omitted","notes","registerPeopleFigureReader","pluginId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,kBAAkB,EAClBC,mBAAmB,EACnBC,0BAA0B,QAErB,6CAA4C;AACnD,SAASC,WAAW,EAAEC,SAAS,EAAEC,gBAAgB,QAAQ,wCAAuC;AAChG,SAASC,YAAY,QAAQ,gDAA+C;AAC5E,SAASC,SAAS,QAAQ,2BAA0B;AACpD,SAASC,SAAS,QAAQ,gCAA4B;AAsBtD,MAAMC,UAA6B;IAAC;IAAG;IAAI;IAAI;CAAG;AAElD,SAASC,OAAOC,UAAiD,EAAEC,MAAqB;IACtF,OAAOA,SAASN,aAAaK,YAAYC,UAAUD;AACrD;AAEA,eAAeE,WACbC,SAAoB,EACpBC,KAAa,EACbH,MAAqB,EACrBI,OAAe,EACfC,KAAa;IAEb,MAAMC,QAAQJ,UAAUH,UAAU,CAAC,QAAQQ,GAAG,CAACJ,OAAOJ,UAAU,CAAC;IACjE,MAAMS,WAAW,MAAMV,OAAOQ,OAAON,QAClCS,KAAK,CAAC,iBAAiB,MAAML,SAC7BK,KAAK,CAAC,iBAAiB,KAAKJ,OAC5BK,KAAK,GACLC,GAAG;IACN,OAAOH,SAASI,IAAI,GAAGF,KAAK;AAC9B;AAEA,eAAeG,cACbX,SAAoB,EACpBC,KAAa,EACbH,MAAqB,EACrBI,OAAe,EACfC,KAAa;IAEb,MAAMS,WAAWZ,UAAUH,UAAU,CAAC,QAAQQ,GAAG,CAACJ,OAAOJ,UAAU,CAAC;IACpE,MAAMS,WAAW,MAAMV,OAAOgB,UAAUd,QACrCS,KAAK,CAAC,aAAa,MAAMd,UAAUoB,UAAU,CAACX,UAC9CK,KAAK,CAAC,aAAa,KAAKd,UAAUoB,UAAU,CAACV,QAC7CK,KAAK,GACLC,GAAG;IACN,OAAOH,SAASI,IAAI,GAAGF,KAAK;AAC9B;AAEA,OAAO,SAASM,sBAAsBd,SAA0B;IAC9D,OAAO;QACLe,IAAI;QACJC,OAAO;QACPC,aACE;QACFC,OAAO;QACPC,SAASxB;QACTyB,SAAS;QACT,mEAAmE;QACnEC,eAAe;YACbC,KAAK;YACLC,OAAO;YACPC,OAAO,CAACC;gBACN,MAAMrB,QAAQd,UAAUmC,OAAO,UAAU;gBACzC,MAAMb,WAAWtB,UAAUmC,OAAO,UAAU;gBAC5C,MAAMC,QAAQ;oBACZtB,SAASf,YAAYe,KAAK,CAAC,UAAU,IAAI,CAAC,WAAW,EAAEb,iBAAiBkC,OAAOrB,OAAO,WAAW,WAAW,GAAG;oBAC/GQ,YAAYvB,YAAYuB,QAAQ,CAAC,UAAU,IACvC,CAAC,cAAc,EAAErB,iBAAiBkC,OAAOb,UAAU,WAAW,WAAW,GACzE;iBACL,CAACe,MAAM,CAACC;gBACT,OAAOF,MAAMG,MAAM,GAAG;oBAACH,MAAMI,IAAI,CAAC;iBAAO,GAAG,EAAE;YAChD;YACAC,UAAU,CAACN;oBACiBnC;gBAA1B,MAAMkB,QAAQnB,aAAYC,aAAAA,UAAUmC,OAAO,UAAU,iCAA3BnC,UAAyC,CAAC,UAAU;gBAC9E,OAAOkB,QAAQ;oBAAEA;oBAAOwB,KAAK;oBAAYC,MAAM;gBAAY,IAAI;YACjE;QACF;QACAC,MAAM,OAAOC;YACX,IAAI,CAACxC,QAAQyC,QAAQ,CAACD,QAAQE,IAAI,GAAG;gBACnC,OAAO;oBAAEC,IAAI;oBAAOC,QAAQ;oBAAKC,OAAO;gBAA8D;YACxG;YACA,MAAMC,KAAKzC;YACX,MAAM,EAAE0C,OAAO,EAAEC,QAAQ,EAAE,GAAGxD,oBAAoBgD,QAAQS,GAAG,EAAET,QAAQE,IAAI;YAC3E,MAAM,CAACjC,OAAOyC,aAAajC,UAAUkC,eAAe,GAAG,MAAMC,QAAQC,GAAG,CAAC;gBACvEjD,WAAW0C,IAAIN,QAAQlC,KAAK,EAAEkC,QAAQrC,MAAM,EAAE4C,QAAQxC,OAAO,EAAEwC,QAAQvC,KAAK;gBAC5EJ,WAAW0C,IAAIN,QAAQlC,KAAK,EAAEkC,QAAQrC,MAAM,EAAE6C,SAASzC,OAAO,EAAEyC,SAASxC,KAAK;gBAC9EQ,cAAc8B,IAAIN,QAAQlC,KAAK,EAAEkC,QAAQrC,MAAM,EAAE4C,QAAQxC,OAAO,EAAEwC,QAAQvC,KAAK;gBAC/EQ,cAAc8B,IAAIN,QAAQlC,KAAK,EAAEkC,QAAQrC,MAAM,EAAE6C,SAASzC,OAAO,EAAEyC,SAASxC,KAAK;aAClF;YACD,OAAO;gBACLmC,IAAI;gBACJb,OAAO;oBACLwB,OAAO;oBACPC,QAAQ;wBAAElC,OAAO;wBAAOmC,MAAM;oBAAM;oBACpCC,QAAQ;wBAAEC,MAAMX,QAAQW,IAAI;wBAAEC,IAAIZ,QAAQY,EAAE;wBAAEjB,MAAMF,QAAQE,IAAI;oBAAC;oBACjEkB,SAAS;wBACP;4BAAEC,KAAK;4BAAUxC,OAAO;4BAAUyC,MAAM;wBAAO;wBAC/C;4BAAED,KAAK;4BAAWxC,OAAO;4BAAeyC,MAAM;wBAAQ;wBACtD;4BAAED,KAAK;4BAAYxC,OAAO;4BAAiByC,MAAM;wBAAQ;wBACzD;4BAAED,KAAK;4BAAUxC,OAAO;4BAAUyC,MAAM;wBAAS;qBAClD;oBACDC,MAAM;wBACJ;4BAAEC,QAAQ;4BAAajB,SAAStC;4BAAOuC,UAAUE;4BAAae,QAAQ1E,mBAAmBkB,OAAOyC;wBAAa;wBAC7G;4BACEc,QAAQ;4BACRjB,SAAS9B;4BACT+B,UAAUG;4BACVc,QAAQ1E,mBAAmB0B,UAAUkC;wBACvC;qBACD;oBACDe,SAAS;oBACTC,OAAO;wBAAC;qBAAqF;gBAC/F;YACF;QACF;IACF;AACF;AAEA,kGAAkG,GAClG,OAAO,SAASC,2BAA2B/D,SAA0B;IACnEZ,2BAA2B0B,sBAAsBd,YAAY;QAAEgE,UAAUtE;IAAU;AACrF"}

package/src/lib/server.js

@@ -52,6 +52,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * contact go: the refusals the document holds are kept, which a client
  * write could not be trusted to do.
  */ import { registerDealFigureReaders } from "./server/deal-figures.js";
+import { registerPeopleFigureReader } from "./server/people-figures.js";
 import { CONTACT_ERASED_MESSAGE, contactFacetPath, composeContactName, CRM_COLLECTIONS, CRM_SALUTATION_PICKLIST, crmReadTokens, isContactLifecycleStage, isOrgWideMember, judgeCrmPicklistValue, normalizeAddress, normalizeContactEmail, normalizePhone, readContactFacet, registerPluginApiRoute, visibleToHost } from "@aglyn/aglyn/server";
 import { consentGroupForSite, firebaseAdmin, getOrgForHost, logHostActivity, memberHasOrgPermission, orgDataCollectionForHost, resolveOrgMembership, restampCrmListFieldsAt } from "@aglyn/tenant-data-admin";
 import { isRefusedIdToken } from "@aglyn/tenant-data-admin/server/id-token-refusal";
@@ -604,6 +605,9 @@ import { CRM_RECIPE_INSTALL_ROUTE, CRM_RECIPE_STATUS_ROUTE, crmRecipeInstallHand
     // The pipeline and the deals closed, as figure tables (AGL-3603), for the
     // AI plugin's insights to read by id; the console runs insight jobs.
     registerDealFigureReaders(()=>firebaseAdmin.app().firestore());
+    // And the leads and contacts gained over a window (AGL-3867), for the
+    // weekly summary and for insights.
+    registerPeopleFigureReader(()=>firebaseAdmin.app().firestore());
     /*
    * The contact-capture writer, again (AGL-3080). Both apps run it at boot
    * from their generated server-declarations manifest, and this is the

package/src/lib/server.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/server.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * The Contacts plugin's SERVER half (AGL-2595).\n *\n * Contacts CRM v1 had none: every console write was client-direct against\n * the Firestore rules, and the one server path that creates a contact —\n * `upsertHostContact` — belongs to the capture doors, not to this plugin.\n * v2 needs a server for the things a browser must not do alone: an import\n * that dedupes forty thousand rows, a bulk action over a selection, an\n * auto-association of contacts to companies by domain. Each of those lands\n * as a `crm/<route>` handler registered here.\n *\n * `crm/ping` exists so the wiring is PROVEN rather than assumed:\n * `plugins.config.json` names this module's register function and the\n * `crm` API prefix, the generated server manifest loads this file, and the\n * console's `/api/[...pluginApi]` dispatcher reaches the handler. A plugin\n * whose first real route also had to be its first wiring test would have\n * two things to debug at once.\n *\n * The real routes are the writes with a side effect outside the document:\n * `crm/contact-stage` (AGL-2605) exists for the EVENT — `contactStageChanged`\n * can only be emitted by a server path that performed the write, so a record\n * page that moved the stage client-direct would move the person and tell no\n * automation; the task routes (AGL-2599) carry an assignee's notification and\n * the `taskCompleted` event. Every CRM file is imported through the\n * transfer framework (AGL-3527, AGL-3528, `transfer/`), whose writes go\n * through the same doors every other server path uses.\n * `crm/deal-stage` (AGL-2598) is the one writer of a deal's stage, won and lost,\n * because a stage change is what automations listen for (`server-deal-stage.ts`).\n * `crm/contacts-create` (AGL-2596) is a person typed into the console by a\n * member of the team — a server route because the dedupe against every\n * holder's rows and the audience band are judgments the browser cannot make.\n * `crm/contact-update` (AGL-2804) is every other write to a contact's facets:\n * the rules cannot tell one field of a holder's facet from another, so they\n * leave a client nothing there, and the plan is asked here about the fields\n * a save carries. `crm/contact-remove` (AGL-3338) is a holder letting a\n * contact go: the refusals the document holds are kept, which a client\n * write could not be trusted to do.\n */\n\nimport { registerDealFigureReaders } from './server/deal-figures'\nimport {\n  CONTACT_ERASED_MESSAGE,\n  contactFacetPath,\n  composeContactName,\n  CRM_COLLECTIONS,\n  CRM_SALUTATION_PICKLIST,\n  crmReadTokens,\n  isContactLifecycleStage,\n  isOrgWideMember,\n  judgeCrmPicklistValue,\n  normalizeAddress,\n  normalizeContactEmail,\n  normalizePhone,\n  type AglynPostalAddress,\n  type PluginApiHandler,\n  type PluginApiRequest,\n  readContactFacet,\n  registerPluginApiRoute,\n  visibleToHost,\n} from '@aglyn/aglyn/server'\nimport {\n  consentGroupForSite,\n  firebaseAdmin,\n  getOrgForHost,\n  logHostActivity,\n  memberHasOrgPermission,\n  orgDataCollectionForHost,\n  resolveOrgMembership,\n  restampCrmListFieldsAt,\n} from '@aglyn/tenant-data-admin'\nimport { isRefusedIdToken } from '@aglyn/tenant-data-admin/server/id-token-refusal'\nimport { emitHostEvent } from '@aglyn/tenant-runtime'\nimport { captureHostContact } from './server/capture-host-contact'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { CRM_API_ROUTES } from './constants/api-routes'\nimport { registerCrmServerDeclarations } from './declarations.server'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport { CRM_NEXT_ACTIVITY_ROUTE } from './model/next-activity'\nimport { CRM_LIST_FIELDS_ROUTE } from './model/list-fields'\nimport { CRM_LEAD_SOURCE_VALUES_ROUTE, CRM_PICKLIST_VALUES_ROUTE } from './model/picklist-values'\nimport { CRM_TASK_ROUTES } from './model/task-routes'\nimport { crmNextActivityHandler } from './server/next-activity-routes'\nimport { crmListFieldsHandler } from './server/list-fields-routes'\nimport { crmLeadSourceValuesHandler, crmPicklistValuesHandler } from './server/picklist-values'\nimport { registerCrmRecordEmailStateWriter } from './server/record-email-state'\nimport { registerCrmRecordTimelineWriter } from './server/record-timeline'\nimport { crmTaskCompleteHandler, crmTaskSaveHandler } from './server/task-routes'\nimport { crmDealStageHandler } from './server-deal-stage'\nimport { crmEmailSendHandler } from './server/email-send'\nimport { CRM_EMAIL_CHECK_ROUTE, crmEmailCheckHandler } from './server/email-check'\nimport { leadConvertHandler } from './server/lead-convert'\nimport { leadCreateHandler } from './server/lead-create'\nimport {\n  CONTACT_EMAIL_HISTORY_ROUTE,\n  contactEmailHistoryHandler,\n} from './server/contact-email-history'\nimport { CONTACTS_MERGE_ROUTE, contactsMergeHandler } from './server/contacts-merge'\nimport { CRM_ERASE_PERSON_ROUTE, crmErasePersonHandler } from './server/erase-person'\nimport { CRM_ORG_ACTIVITY_ROUTE, crmOrgActivityHandler } from './server/org-activity'\nimport { CRM_INBOUND_ADDRESS_ROUTE, crmInboundAddressHandler } from './server/inbound-address'\nimport { crmCompanyDeleteHandler } from './server/company-delete'\nimport { crmSharingHandler } from './server/crm-sharing'\nimport { CRM_SHARING_ROUTE } from './model/crm-sharing'\nimport { CONTACT_PHONE_REFUSAL, normalizeTags, typed } from './server/contact-profile'\nimport { crmContactUpdateHandler, readContactCreateProfile } from './server/contact-update'\nimport { readCrmPicklist } from './server/read-picklist'\nimport { crmContactRemoveHandler } from './server/contact-remove'\nimport {\n  CRM_EMAIL_TEMPLATE_DUPLICATE_ROUTE,\n  crmEmailTemplateDuplicateHandler,\n} from './server/email-template-duplicate'\nimport { registerCrmRecordFactsReaders } from './server/record-facts'\nimport { crmSuiteRefusal } from './server/suite-gate'\nimport {\n  CRM_RECIPE_INSTALL_ROUTE,\n  CRM_RECIPE_STATUS_ROUTE,\n  crmRecipeInstallHandler,\n  crmRecipeStatusHandler,\n} from './server/recipe-routes'\n\n/**\n * `GET /api/crm/ping` → `{ ok: true, plugin: 'crm' }`.\n *\n * No auth, no host, no data: it answers whether the plugin's server bundle\n * was loaded and its routes registered, which is a fact about the process\n * and not about any org. Anything that reads a document goes behind the\n * same session and role checks the other plugins' console routes use.\n */\nexport const crmPingHandler: PluginApiHandler = (req, res) => {\n  if (req.method !== 'GET') {\n    res.setHeader('Allow', 'GET')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  res.status(200).json({ ok: true, plugin: BUNDLE_ID })\n}\n\ntype Refusal = { ok: false; status: number; error: string }\n\n/**\n * Who is calling, and whether they may edit this site's CRM.\n *\n * The same check the inbox, bookings and email console routes make: a\n * bearer ID token, verified, and an `admin` or `editor` role on the host\n * document. A contact is a site's business record, so the site's own role\n * map is the right authority; org-wide reach is not required, because a\n * site editor who can open the record in the console can already write\n * every other field on it client-direct.\n */\nasync function authorizeSiteEditor(\n  req: PluginApiRequest,\n  hostId: string,\n): Promise<{ ok: true; uid: string; email: string | null } | Refusal> {\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) return { ok: false, status: 401, error: 'Unauthenticated' }\n  let uid: string\n  let email: string | null\n  try {\n    const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n    uid = decoded.uid\n    email = typeof decoded.email === 'string' ? decoded.email : null\n  } catch (error) {\n    // A refused credential is the caller's 401; a failure to check one is\n    // ours and keeps a 5xx (AGL-2852).\n    if (isRefusedIdToken(error)) return { ok: false, status: 401, error: 'Unauthenticated' }\n    console.error('[crm] the site editor could not be verified', error)\n    return { ok: false, status: 500, error: 'The sign-in could not be checked. Try again.' }\n  }\n  const hostSnapshot = await firebaseAdmin\n    .app()\n    .firestore()\n    .collection('hosts')\n    .doc(hostId)\n    .get()\n  if (!hostSnapshot.exists) {\n    return { ok: false, status: 404, error: 'Unknown site' }\n  }\n  const memberRole = (hostSnapshot.get('memberRoles') ?? {})[uid]\n  if (memberRole !== 'admin' && memberRole !== 'editor') {\n    return { ok: false, status: 403, error: 'Not a site admin or editor' }\n  }\n  return { ok: true, uid, email }\n}\n\n/**\n * `POST /api/crm/contact-stage` with `{ hostId, contactId, lifecycleStage }`.\n *\n * Writes the stage into THIS site's facet on the contact — a dotted\n * `update()`, never a top-level field, because the row is shared by every\n * site in the org and a stage is one holder's reading of the person — and\n * then announces `contactStageChanged` with the stage it replaced.\n *\n * A stage set to what it already is writes nothing and announces nothing:\n * the response says `changed: false`, and no automation listening for a\n * change hears one that did not happen.\n *\n * `lifecycleStage: null` CLEARS the stage (AGL-2804). A facet is the\n * server's to write, so \"not placed yet\" comes through the route that owns\n * the stage rather than as a client-direct delete, and it is refused to a\n * plan without the suite the way a move is. There is no event for \"no\n * stage\", so a clear announces nothing; an empty string names no stage and\n * is refused like any other the list does not have.\n *\n * The contact is looked up by id and then checked against `visibleTo`,\n * because the Admin SDK evaluates no rules: a caller who can edit site A\n * must not be able to restage a contact only site B holds by guessing its\n * id, and the scoped query the list uses is not available to a `doc()` read.\n */\nexport const contactStageHandler: PluginApiHandler = 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 hostId = String(req.body?.hostId ?? '').trim()\n  const contactId = String(req.body?.contactId ?? '').trim()\n  const requested: unknown = req.body?.lifecycleStage\n  if (!hostId || !contactId) {\n    res.status(400).json({ error: 'Missing hostId or contactId' })\n    return\n  }\n  // `null` clears the stage; anything else has to be one of the list's.\n  const clearing = requested === null\n  const lifecycleStage = clearing\n    ? ''\n    : isContactLifecycleStage(requested)\n      ? requested\n      : null\n  if (lifecycleStage === null) {\n    res.status(400).json({ error: 'Pick a lifecycle stage' })\n    return\n  }\n  const caller = await authorizeSiteEditor(req, hostId)\n  if (caller.ok === false) {\n    res.status(caller.status).json({ error: caller.error })\n    return\n  }\n  try {\n    // A lifecycle stage is the suite's (AGL-2787) — see `suite-gate.ts`.\n    const owner = await getOrgForHost(hostId)\n    if (!owner) {\n      res.status(404).json({ error: 'Unknown site' })\n      return\n    }\n    const suite = crmSuiteRefusal(owner.org, \"Moving a contact's lifecycle stage\")\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n    const contactsRef = await orgDataCollectionForHost(hostId, 'contacts')\n    const snapshot = await contactsRef.doc(contactId).get()\n    if (!snapshot.exists || !visibleToHost(snapshot.get('visibleTo'), hostId)) {\n      res.status(404).json({ error: 'Unknown contact' })\n      return\n    }\n    const group = await consentGroupForSite(hostId)\n    const facet = readContactFacet(\n      snapshot.data() as Record<string, unknown>,\n      group.groupId,\n    )\n    const previousStage = facet.lifecycleStage ?? ''\n    if (previousStage === lifecycleStage) {\n      res\n        .status(200)\n        .json({ ok: true, changed: false, lifecycleStage, previousStage })\n      return\n    }\n    await snapshot.ref.update({\n      [contactFacetPath(group.groupId, 'lifecycleStage')]: clearing\n        ? FieldValue.delete()\n        : lifecycleStage,\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // The stage is what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(snapshot.ref, 'contacts')\n    // Awaited, not floated: a serverless response ending cancels in-flight\n    // work, and the event is the reason this route exists. A clear has none.\n    if (!clearing) {\n      await emitHostEvent(\n        hostId,\n        'contactStageChanged',\n        {\n          contactId,\n          email: String(snapshot.get('email') ?? ''),\n          lifecycleStage,\n          previousStage,\n        },\n        { actor: { kind: 'member', uid: caller.uid, email: caller.email } },\n      )\n    }\n    res\n      .status(200)\n      .json({ ok: true, changed: true, lifecycleStage, previousStage })\n  } catch (error) {\n    console.error('[crm] contact-stage failed', hostId, contactId, error)\n    res.status(500).json({ error: 'The stage could not be changed' })\n  }\n}\n\n/**\n * What the create route says when the band refused (AGL-2596).\n *\n * The contacts list's own alert, in the past tense: the list says new\n * visitors are \"no longer captured\", and this says the one contact the\n * reader just tried to add was not. The remedy is the same sentence in both\n * places, so a reader who sees one and then the other is told one thing.\n */\nexport const CONTACT_BAND_FULL_MESSAGE =\n  'Contact limit reached — this contact was not added. Upgrade in Billing ' +\n  'to keep collecting.'\n\n/**\n * `POST /api/crm/contacts-create` — a person added by hand (AGL-2596).\n *\n * Body: `{ hostId, email, name?, phone?, jobTitle?, companyName?,\n * companyId?, address?, ownerUid?, lifecycleStage?, tags?,\n * marketingConsent?, disclosedConsentGroup? }`, plus any of Salesforce's\n * standard contact fields `crm/contact-update` reads but the reports-to\n * (`CONTACT_CREATE_PROFILE_FIELDS`, AGL-3515) — read by the same rules, the\n * salutation judged against the org's list, and the holder's name composed\n * from a first and last name when either is given. Answers\n * `{ contactId, created }`: `created` is\n * false when the address already belonged to somebody, in which case what\n * was typed MERGES into the existing row — the dedupe the shared address\n * book exists for, and the reason a second \"create\" of one person is not\n * an error.\n *\n * ## Who may call it\n *\n * The caller's ID token, then `data.manage` on the site's org — the same key\n * the console surface itself is gated on, resolved through the same\n * three-layer permission read the members route uses. A scoped member is\n * admitted only for a site they reach: the rules would refuse a browser\n * write outside their tokens, and a server route that admitted it would be\n * a way round the rules rather than a service in front of them.\n *\n * ## What it refuses, and how\n *\n * A malformed email or phone number is a 400 with a sentence the drawer can\n * show under the field. The band is a 409 carrying the list's own wording:\n * it is not a bad request and not a server fault, it is the plan saying no,\n * and the drawer relays the sentence rather than inventing one.\n *\n * ## The company (AGL-2613)\n *\n * `companyId` is the picker's choice, and it is checked before anything is\n * written: the company has to exist and be visible to the capturing site's\n * scope, or a caller could file a person under a record they cannot open —\n * the same refusal the lead conversion makes. It reaches the upsert as\n * `facet.companyId`, which is where the link is kept in step with its mirror\n * and the company's contacts count; a merge onto somebody already at another\n * company is a MOVE there, not a second link. The stored company's own name\n * is what is echoed, over whatever the client sent, because the name on the\n * record is the company's and not the form's.\n *\n * ## What it writes beyond the upsert\n *\n * `upsertHostContact` takes the profile — phone, title, address, owner,\n * stage, company — and writes it into the capturing group's facet. The two\n * things it does not take are written here by DOTTED path afterwards: the\n * tags, which union into whatever the person already carried, and the\n * company name — the picked company's, or free text for a person filed\n * under a name no company record carries yet. Dotted paths because this is\n * an `update()`, and only an update reads a dot as a path — a nested object\n * here would replace the facet map and take every other holder's records\n * with it.\n */\nexport const crmContactsCreateHandler: PluginApiHandler = 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\n  const body = (req.body ?? {}) as Record<string, unknown>\n  const hostId = typed(body['hostId'], 128)\n  if (!hostId) {\n    res.status(400).json({ error: 'Missing hostId' })\n    return\n  }\n  const email = normalizeContactEmail(body['email'])\n  if (!email) {\n    res.status(400).json({ error: 'Enter a valid email address.' })\n    return\n  }\n  const rawPhone = typed(body['phone'], 40)\n  const phone = rawPhone ? normalizePhone(rawPhone) : null\n  if (rawPhone && !phone) {\n    res.status(400).json({ error: CONTACT_PHONE_REFUSAL })\n    return\n  }\n  const rawStage = typed(body['lifecycleStage'], 40)\n  if (rawStage && !isContactLifecycleStage(rawStage)) {\n    res.status(400).json({ error: 'Unknown lifecycle stage.' })\n    return\n  }\n  const profile = readContactCreateProfile(body)\n  if (profile.ok === false) {\n    res.status(400).json({ error: profile.error })\n    return\n  }\n  const extras = profile.fields\n  const name = typed(body['name'], 120)\n  const jobTitle = typed(body['jobTitle'], 120)\n  let companyName = typed(body['companyName'], 120)\n  const companyId = typed(body['companyId'], 128)\n  const ownerUid = typed(body['ownerUid'], 128)\n  const address =\n    body['address'] && typeof body['address'] === 'object'\n      ? normalizeAddress(body['address'] as AglynPostalAddress)\n      : null\n  const tags = normalizeTags(body['tags'])\n  const marketingConsent = body['marketingConsent'] === true\n  // The key of the consent-group sentence the drawer showed beside the box\n  // (AGL-3320): the opt-in covers the site's group only while it is the\n  // group's current one, and the capturing site alone otherwise.\n  const disclosedConsentGroup = typed(body['disclosedConsentGroup'], 64)\n\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) {\n    res.status(401).json({ error: 'Unauthenticated' })\n    return\n  }\n\n  try {\n    const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n    const resolved = await getOrgForHost(hostId)\n    if (!resolved) {\n      res.status(404).json({ error: 'Unknown site' })\n      return\n    }\n    const isStaff = decoded['staff'] === true\n    if (!isStaff) {\n      const membership = await resolveOrgMembership(decoded.uid, resolved.orgId)\n      const member = membership?.member ?? null\n      const reaches =\n        isOrgWideMember(member) || Boolean(member?.hostAccess?.[hostId])\n      const allowed =\n        member &&\n        reaches &&\n        (await memberHasOrgPermission(resolved.orgId, member, 'data.manage'))\n      if (!allowed) {\n        res.status(403).json({\n          error: 'Adding contacts requires the data.manage permission on this site',\n        })\n        return\n      }\n    }\n\n    // A person typed in by the team is the suite's; the capture doors that\n    // fill a Free workspace's contacts do not come through here (AGL-2787).\n    const suite = crmSuiteRefusal(resolved.org, 'Adding a contact by hand')\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n\n    // The salutation, judged against the org's list (AGL-3515).\n    let salutation = ''\n    if (extras.salutation) {\n      const judged = judgeCrmPicklistValue(\n        CRM_SALUTATION_PICKLIST,\n        await readCrmPicklist(\n          firebaseAdmin.app().firestore(),\n          resolved.orgId,\n          CRM_SALUTATION_PICKLIST,\n        ),\n        extras.salutation,\n      )\n      if (judged.ok === false) {\n        res.status(400).json({ error: judged.error })\n        return\n      }\n      salutation = judged.value ?? ''\n    }\n\n    if (companyId) {\n      const group = await consentGroupForSite(\n        hostId,\n        resolved.org as Record<string, unknown>,\n      )\n      const readable = new Set<string>(crmReadTokens(group))\n      const companySnapshot = await firebaseAdmin\n        .app()\n        .firestore()\n        .collection('orgs')\n        .doc(resolved.orgId)\n        .collection(CRM_COLLECTIONS.companies)\n        .doc(companyId)\n        .get()\n      const tokens: unknown = companySnapshot.exists\n        ? companySnapshot.get('visibleTo')\n        : undefined\n      const visible =\n        Array.isArray(tokens) && tokens.some((token) => readable.has(String(token)))\n      if (!visible) {\n        res.status(404).json({ error: 'Unknown company' })\n        return\n      }\n      companyName = typed(companySnapshot.get('name'), 120) || companyName\n    }\n\n    const result = await captureHostContact({\n      hostId,\n      email,\n      ...(name ? { name } : {}),\n      source: 'manual',\n      interaction: { summary: 'Added by hand' },\n      actor: {\n        kind: 'member',\n        uid: decoded.uid,\n        email: typeof decoded.email === 'string' ? decoded.email : null,\n      },\n      marketingConsent,\n      ...(marketingConsent && disclosedConsentGroup\n        ? { disclosedConsentGroup }\n        : {}),\n      facet: {\n        ...(phone ? { phone } : {}),\n        ...(jobTitle ? { jobTitle } : {}),\n        // Salesforce's standard fields (AGL-3515); the capture composes the\n        // holder's name from the first and last names.\n        ...Object.fromEntries(\n          Object.entries({ ...extras, salutation }).filter(\n            ([key, value]) =>\n              key !== 'doNotCall' && key !== 'otherAddress' && typeof value === 'string' && value,\n          ),\n        ),\n        ...(extras.otherAddress ? { otherAddress: extras.otherAddress } : {}),\n        ...(extras.doNotCall ? { doNotCall: true } : {}),\n        ...(companyId ? { companyId } : {}),\n        ...(address ? { address } : {}),\n        ...(ownerUid ? { ownerUid } : {}),\n        ...(rawStage && isContactLifecycleStage(rawStage)\n          ? { lifecycleStage: rawStage }\n          : {}),\n      },\n    })\n\n    if ('refused' in result) {\n      if (result.refused === 'band') {\n        res.status(409).json({ error: CONTACT_BAND_FULL_MESSAGE, reason: 'band' })\n        return\n      }\n      if (result.refused === 'invalid-email') {\n        res.status(400).json({ error: 'Enter a valid email address.' })\n        return\n      }\n      // The person was erased from this workspace (AGL-2623). A conflict,\n      // like the band: the request was well-formed and the answer is a\n      // standing fact about the address, not a fault in the call.\n      if (result.refused === 'erased') {\n        res.status(409).json({ error: CONTACT_ERASED_MESSAGE, reason: 'erased' })\n        return\n      }\n      res.status(500).json({ error: 'The contact could not be saved.' })\n      return\n    }\n\n    if (tags.length || companyName) {\n      const group = await consentGroupForSite(\n        hostId,\n        resolved.org as Record<string, unknown>,\n      )\n      const contacts = await orgDataCollectionForHost(hostId, 'contacts')\n      await contacts.doc(result.contactId).update({\n        ...(tags.length\n          ? {\n              [contactFacetPath(group.groupId, 'tags')]: FieldValue.arrayUnion(\n                ...tags,\n              ),\n            }\n          : {}),\n        ...(companyName\n          ? {\n              [contactFacetPath(group.groupId, 'companyName')]: companyName,\n              // The search echo — see `HostContact.companyName`.\n              companyName,\n            }\n          : {}),\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      // The tags are what the Contacts list filters by (AGL-3321).\n      await restampCrmListFieldsAt(contacts.doc(result.contactId), 'contacts')\n    }\n\n    /*\n     * The audit line, written HERE rather than by the console (AGL-2622):\n     * a route that verified the caller and performed the write is the one\n     * writer that cannot record an act that did not happen, which is the\n     * reason `check-activity-coverage.mjs` counts this file. A merge into\n     * a person the org already held is said to be one — the row was\n     * updated, not added — so the feed cannot claim two people for one.\n     */\n    await logHostActivity(\n      hostId,\n      { uid: decoded.uid, email: decoded.email ?? null },\n      result.created ? 'Added contact' : 'Updated contact',\n      {\n        type: 'contact',\n        id: result.contactId,\n        name: name || composeContactName(extras.firstName, extras.lastName) || email,\n      },\n    )\n\n    res\n      .status(result.created ? 201 : 200)\n      .json({ contactId: result.contactId, created: result.created })\n  } catch (error) {\n    console.error('[crm] contact create failed', error)\n    res.status(500).json({ error: 'The contact could not be saved.' })\n  }\n}\n\n/** Console API registration, named in `plugins.config.json` as `consoleApi`. */\nexport function registerCrmConsoleApi(): void {\n  // The pipeline and the deals closed, as figure tables (AGL-3603), for the\n  // AI plugin's insights to read by id; the console runs insight jobs.\n  registerDealFigureReaders(() => firebaseAdmin.app().firestore())\n  /*\n   * The contact-capture writer, again (AGL-3080). Both apps run it at boot\n   * from their generated server-declarations manifest, and this is the\n   * backstop for a process whose boot did not: the first CRM door to load\n   * registers it. Registering twice replaces in place.\n   */\n  registerCrmServerDeclarations()\n  registerPluginApiRoute(CRM_API_ROUTES.ping, crmPingHandler)\n  registerPluginApiRoute(CRM_API_ROUTES.contactStage, contactStageHandler)\n  // Every other console write to a contact's facets (AGL-2804): the rules\n  // cannot tell one facet field from another, so the plan is asked here.\n  registerPluginApiRoute(CRM_API_ROUTES.contactUpdate, crmContactUpdateHandler)\n  registerPluginApiRoute(CRM_API_ROUTES.contactRemove, crmContactRemoveHandler)\n  // A company's contacts unlinked, then the company (AGL-2804): the unlink\n  // clears a facet, which is the server's to write.\n  registerPluginApiRoute(CRM_API_ROUTES.companyDelete, crmCompanyDeleteHandler)\n  // Tasks (AGL-2599): the two writes with a side effect outside the document\n  // — an assignee's notification, and the `taskCompleted` host event.\n  registerPluginApiRoute(CRM_TASK_ROUTES.save, crmTaskSaveHandler)\n  registerPluginApiRoute(CRM_TASK_ROUTES.complete, crmTaskCompleteHandler)\n  // A client-direct task write's door to `nextTaskAtMs` (AGL-2661).\n  registerPluginApiRoute(CRM_NEXT_ACTIVITY_ROUTE, crmNextActivityHandler)\n  // What a client-direct write the browser cannot follow up asks for: the\n  // fields the CRM lists query, restamped from the record (AGL-3321).\n  registerPluginApiRoute(CRM_LIST_FIELDS_ROUTE, crmListFieldsHandler)\n  // Sharing records with other sites (AGL-3336): a manager's share and\n  // unshare, the org's sharing rules and their recompute, and the rules'\n  // re-evaluation a client-direct write owes.\n  registerPluginApiRoute(CRM_SHARING_ROUTE, crmSharingHandler)\n  // A picklist value renamed or deleted (AGL-3298, AGL-3510): the list and\n  // every record holding the old label, in one request. The lead source's\n  // own address stays registered for a request that names no picklist.\n  registerPluginApiRoute(CRM_PICKLIST_VALUES_ROUTE, crmPicklistValuesHandler)\n  registerPluginApiRoute(CRM_LEAD_SOURCE_VALUES_ROUTE, crmLeadSourceValuesHandler)\n  // The one writer of a deal's stage, won and lost (AGL-2598): the browser\n  // could write the field, but only a server can emit the event an\n  // automation listens for.\n  registerPluginApiRoute('crm/deal-stage', crmDealStageHandler)\n  // A person typed into the console (AGL-2596): the capture doors' own\n  // function behind a session check, so the dedupe and the band are judged\n  // where every other door judges them.\n  registerPluginApiRoute('crm/contacts-create', crmContactsCreateHandler)\n  // A lead becomes a contact, a company and a deal (AGL-2608) — the one CRM\n  // write a browser cannot make alone, because only the server may create a\n  // contact through the dedupe-and-meter door.\n  registerPluginApiRoute('crm/lead-convert', leadConvertHandler)\n  // A lead entered by hand (AGL-3231): the New lead drawer's route.\n  registerPluginApiRoute('crm/leads-create', leadCreateHandler)\n  // The one READ behind a route (AGL-2616): the per-recipient delivery log\n  // is closed to clients, so a contact's campaign mail is projected here.\n  registerPluginApiRoute(CONTACT_EMAIL_HISTORY_ROUTE, contactEmailHistoryHandler)\n  // One email to one person from their record (AGL-2615): the recipient is\n  // read off the record, the daily cap and both suppression lists are\n  // judged, and the message leaves on the site's sending identity.\n  registerPluginApiRoute(CRM_API_ROUTES.emailSend, crmEmailSendHandler)\n  // What the platform knows about one address before somebody writes to it\n  // (AGL-3328): the gateway chip on a record page, and the composer's\n  // warning about a domain with no mail server or a gateway holding this\n  // site's mail. DNS and the ledger are the server's.\n  registerPluginApiRoute(CRM_EMAIL_CHECK_ROUTE, crmEmailCheckHandler)\n  // Two records for one person become one (AGL-2625): the repoint of every\n  // row naming the merged record and the transaction over both documents\n  // are the server's, and the address index it writes is closed to clients.\n  registerPluginApiRoute(CONTACTS_MERGE_ROUTE, contactsMergeHandler)\n  // Files a person's privacy erasure for the daily job (AGL-2623);\n  // workspace admins only.\n  registerPluginApiRoute(CRM_ERASE_PERSON_ROUTE, crmErasePersonHandler)\n  // One line in the organization's activity feed for an act the org-level\n  // hub performed client-direct (AGL-2634): the feed is closed to clients,\n  // so the bulk bars' lines come through here.\n  registerPluginApiRoute(CRM_ORG_ACTIVITY_ROUTE, crmOrgActivityHandler)\n  // A recipe's action written into one site's automations from the org\n  // hub (AGL-2639), stamped and deduplicated by the server, and the stamps\n  // read back per site so the hub can say which sites carry which recipe.\n  registerPluginApiRoute(CRM_RECIPE_INSTALL_ROUTE, crmRecipeInstallHandler)\n  registerPluginApiRoute(CRM_RECIPE_STATUS_ROUTE, crmRecipeStatusHandler)\n  // The workspace's email capture address (AGL-2657): the token is minted\n  // and rotated here, behind the CRM's own gate, and the org document that\n  // carries it is closed to every client.\n  registerPluginApiRoute(CRM_INBOUND_ADDRESS_ROUTE, crmInboundAddressHandler)\n  /*\n   * The three doors a MACHINE calls (AGL-3080), at the paths they have\n   * always answered on: the scheduler's daily digest and hourly task\n   * reminders, on the cron secret, and the mail provider's capture webhook,\n   * on its signature. None names a site or a member, so each is registered\n   * as a machine's route — the dispatcher leaves the plugin's release and\n   * enablement gates and its write limit to it — and each judges the CRM's\n   * plan and flag for every organization it resolves. Loaded with the\n   * first call, not with the surface.\n   */\n  registerPluginApiRoute(\n    CRM_API_ROUTES.dailyDigest,\n    {\n      web: async (request) =>\n        (await import('./server/daily-digest-route')).crmDailyDigestRoute(request),\n    },\n    { machine: true },\n  )\n  registerPluginApiRoute(\n    CRM_API_ROUTES.taskReminders,\n    {\n      web: async (request) =>\n        (await import('./server/task-reminders-route')).crmTaskRemindersRoute(request),\n    },\n    { machine: true },\n  )\n  registerPluginApiRoute(\n    CRM_API_ROUTES.inbound,\n    {\n      web: async (request) => (await import('./server/inbound-route')).crmInboundRoute(request),\n    },\n    { machine: true },\n  )\n  registerPluginApiRoute(\n    CRM_EMAIL_TEMPLATE_DUPLICATE_ROUTE,\n    crmEmailTemplateDuplicateHandler,\n  )\n  // The facts of a contact, company, deal or lead, and an import's field\n  // catalog, for another plugin in this process (AGL-2917): read on the core's\n  // record-facts seam 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+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/server.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * The Contacts plugin's SERVER half (AGL-2595).\n *\n * Contacts CRM v1 had none: every console write was client-direct against\n * the Firestore rules, and the one server path that creates a contact —\n * `upsertHostContact` — belongs to the capture doors, not to this plugin.\n * v2 needs a server for the things a browser must not do alone: an import\n * that dedupes forty thousand rows, a bulk action over a selection, an\n * auto-association of contacts to companies by domain. Each of those lands\n * as a `crm/<route>` handler registered here.\n *\n * `crm/ping` exists so the wiring is PROVEN rather than assumed:\n * `plugins.config.json` names this module's register function and the\n * `crm` API prefix, the generated server manifest loads this file, and the\n * console's `/api/[...pluginApi]` dispatcher reaches the handler. A plugin\n * whose first real route also had to be its first wiring test would have\n * two things to debug at once.\n *\n * The real routes are the writes with a side effect outside the document:\n * `crm/contact-stage` (AGL-2605) exists for the EVENT — `contactStageChanged`\n * can only be emitted by a server path that performed the write, so a record\n * page that moved the stage client-direct would move the person and tell no\n * automation; the task routes (AGL-2599) carry an assignee's notification and\n * the `taskCompleted` event. Every CRM file is imported through the\n * transfer framework (AGL-3527, AGL-3528, `transfer/`), whose writes go\n * through the same doors every other server path uses.\n * `crm/deal-stage` (AGL-2598) is the one writer of a deal's stage, won and lost,\n * because a stage change is what automations listen for (`server-deal-stage.ts`).\n * `crm/contacts-create` (AGL-2596) is a person typed into the console by a\n * member of the team — a server route because the dedupe against every\n * holder's rows and the audience band are judgments the browser cannot make.\n * `crm/contact-update` (AGL-2804) is every other write to a contact's facets:\n * the rules cannot tell one field of a holder's facet from another, so they\n * leave a client nothing there, and the plan is asked here about the fields\n * a save carries. `crm/contact-remove` (AGL-3338) is a holder letting a\n * contact go: the refusals the document holds are kept, which a client\n * write could not be trusted to do.\n */\n\nimport { registerDealFigureReaders } from './server/deal-figures'\nimport { registerPeopleFigureReader } from './server/people-figures'\nimport {\n  CONTACT_ERASED_MESSAGE,\n  contactFacetPath,\n  composeContactName,\n  CRM_COLLECTIONS,\n  CRM_SALUTATION_PICKLIST,\n  crmReadTokens,\n  isContactLifecycleStage,\n  isOrgWideMember,\n  judgeCrmPicklistValue,\n  normalizeAddress,\n  normalizeContactEmail,\n  normalizePhone,\n  type AglynPostalAddress,\n  type PluginApiHandler,\n  type PluginApiRequest,\n  readContactFacet,\n  registerPluginApiRoute,\n  visibleToHost,\n} from '@aglyn/aglyn/server'\nimport {\n  consentGroupForSite,\n  firebaseAdmin,\n  getOrgForHost,\n  logHostActivity,\n  memberHasOrgPermission,\n  orgDataCollectionForHost,\n  resolveOrgMembership,\n  restampCrmListFieldsAt,\n} from '@aglyn/tenant-data-admin'\nimport { isRefusedIdToken } from '@aglyn/tenant-data-admin/server/id-token-refusal'\nimport { emitHostEvent } from '@aglyn/tenant-runtime'\nimport { captureHostContact } from './server/capture-host-contact'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { CRM_API_ROUTES } from './constants/api-routes'\nimport { registerCrmServerDeclarations } from './declarations.server'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport { CRM_NEXT_ACTIVITY_ROUTE } from './model/next-activity'\nimport { CRM_LIST_FIELDS_ROUTE } from './model/list-fields'\nimport { CRM_LEAD_SOURCE_VALUES_ROUTE, CRM_PICKLIST_VALUES_ROUTE } from './model/picklist-values'\nimport { CRM_TASK_ROUTES } from './model/task-routes'\nimport { crmNextActivityHandler } from './server/next-activity-routes'\nimport { crmListFieldsHandler } from './server/list-fields-routes'\nimport { crmLeadSourceValuesHandler, crmPicklistValuesHandler } from './server/picklist-values'\nimport { registerCrmRecordEmailStateWriter } from './server/record-email-state'\nimport { registerCrmRecordTimelineWriter } from './server/record-timeline'\nimport { crmTaskCompleteHandler, crmTaskSaveHandler } from './server/task-routes'\nimport { crmDealStageHandler } from './server-deal-stage'\nimport { crmEmailSendHandler } from './server/email-send'\nimport { CRM_EMAIL_CHECK_ROUTE, crmEmailCheckHandler } from './server/email-check'\nimport { leadConvertHandler } from './server/lead-convert'\nimport { leadCreateHandler } from './server/lead-create'\nimport {\n  CONTACT_EMAIL_HISTORY_ROUTE,\n  contactEmailHistoryHandler,\n} from './server/contact-email-history'\nimport { CONTACTS_MERGE_ROUTE, contactsMergeHandler } from './server/contacts-merge'\nimport { CRM_ERASE_PERSON_ROUTE, crmErasePersonHandler } from './server/erase-person'\nimport { CRM_ORG_ACTIVITY_ROUTE, crmOrgActivityHandler } from './server/org-activity'\nimport { CRM_INBOUND_ADDRESS_ROUTE, crmInboundAddressHandler } from './server/inbound-address'\nimport { crmCompanyDeleteHandler } from './server/company-delete'\nimport { crmSharingHandler } from './server/crm-sharing'\nimport { CRM_SHARING_ROUTE } from './model/crm-sharing'\nimport { CONTACT_PHONE_REFUSAL, normalizeTags, typed } from './server/contact-profile'\nimport { crmContactUpdateHandler, readContactCreateProfile } from './server/contact-update'\nimport { readCrmPicklist } from './server/read-picklist'\nimport { crmContactRemoveHandler } from './server/contact-remove'\nimport {\n  CRM_EMAIL_TEMPLATE_DUPLICATE_ROUTE,\n  crmEmailTemplateDuplicateHandler,\n} from './server/email-template-duplicate'\nimport { registerCrmRecordFactsReaders } from './server/record-facts'\nimport { crmSuiteRefusal } from './server/suite-gate'\nimport {\n  CRM_RECIPE_INSTALL_ROUTE,\n  CRM_RECIPE_STATUS_ROUTE,\n  crmRecipeInstallHandler,\n  crmRecipeStatusHandler,\n} from './server/recipe-routes'\n\n/**\n * `GET /api/crm/ping` → `{ ok: true, plugin: 'crm' }`.\n *\n * No auth, no host, no data: it answers whether the plugin's server bundle\n * was loaded and its routes registered, which is a fact about the process\n * and not about any org. Anything that reads a document goes behind the\n * same session and role checks the other plugins' console routes use.\n */\nexport const crmPingHandler: PluginApiHandler = (req, res) => {\n  if (req.method !== 'GET') {\n    res.setHeader('Allow', 'GET')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  res.status(200).json({ ok: true, plugin: BUNDLE_ID })\n}\n\ntype Refusal = { ok: false; status: number; error: string }\n\n/**\n * Who is calling, and whether they may edit this site's CRM.\n *\n * The same check the inbox, bookings and email console routes make: a\n * bearer ID token, verified, and an `admin` or `editor` role on the host\n * document. A contact is a site's business record, so the site's own role\n * map is the right authority; org-wide reach is not required, because a\n * site editor who can open the record in the console can already write\n * every other field on it client-direct.\n */\nasync function authorizeSiteEditor(\n  req: PluginApiRequest,\n  hostId: string,\n): Promise<{ ok: true; uid: string; email: string | null } | Refusal> {\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) return { ok: false, status: 401, error: 'Unauthenticated' }\n  let uid: string\n  let email: string | null\n  try {\n    const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n    uid = decoded.uid\n    email = typeof decoded.email === 'string' ? decoded.email : null\n  } catch (error) {\n    // A refused credential is the caller's 401; a failure to check one is\n    // ours and keeps a 5xx (AGL-2852).\n    if (isRefusedIdToken(error)) return { ok: false, status: 401, error: 'Unauthenticated' }\n    console.error('[crm] the site editor could not be verified', error)\n    return { ok: false, status: 500, error: 'The sign-in could not be checked. Try again.' }\n  }\n  const hostSnapshot = await firebaseAdmin\n    .app()\n    .firestore()\n    .collection('hosts')\n    .doc(hostId)\n    .get()\n  if (!hostSnapshot.exists) {\n    return { ok: false, status: 404, error: 'Unknown site' }\n  }\n  const memberRole = (hostSnapshot.get('memberRoles') ?? {})[uid]\n  if (memberRole !== 'admin' && memberRole !== 'editor') {\n    return { ok: false, status: 403, error: 'Not a site admin or editor' }\n  }\n  return { ok: true, uid, email }\n}\n\n/**\n * `POST /api/crm/contact-stage` with `{ hostId, contactId, lifecycleStage }`.\n *\n * Writes the stage into THIS site's facet on the contact — a dotted\n * `update()`, never a top-level field, because the row is shared by every\n * site in the org and a stage is one holder's reading of the person — and\n * then announces `contactStageChanged` with the stage it replaced.\n *\n * A stage set to what it already is writes nothing and announces nothing:\n * the response says `changed: false`, and no automation listening for a\n * change hears one that did not happen.\n *\n * `lifecycleStage: null` CLEARS the stage (AGL-2804). A facet is the\n * server's to write, so \"not placed yet\" comes through the route that owns\n * the stage rather than as a client-direct delete, and it is refused to a\n * plan without the suite the way a move is. There is no event for \"no\n * stage\", so a clear announces nothing; an empty string names no stage and\n * is refused like any other the list does not have.\n *\n * The contact is looked up by id and then checked against `visibleTo`,\n * because the Admin SDK evaluates no rules: a caller who can edit site A\n * must not be able to restage a contact only site B holds by guessing its\n * id, and the scoped query the list uses is not available to a `doc()` read.\n */\nexport const contactStageHandler: PluginApiHandler = 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 hostId = String(req.body?.hostId ?? '').trim()\n  const contactId = String(req.body?.contactId ?? '').trim()\n  const requested: unknown = req.body?.lifecycleStage\n  if (!hostId || !contactId) {\n    res.status(400).json({ error: 'Missing hostId or contactId' })\n    return\n  }\n  // `null` clears the stage; anything else has to be one of the list's.\n  const clearing = requested === null\n  const lifecycleStage = clearing\n    ? ''\n    : isContactLifecycleStage(requested)\n      ? requested\n      : null\n  if (lifecycleStage === null) {\n    res.status(400).json({ error: 'Pick a lifecycle stage' })\n    return\n  }\n  const caller = await authorizeSiteEditor(req, hostId)\n  if (caller.ok === false) {\n    res.status(caller.status).json({ error: caller.error })\n    return\n  }\n  try {\n    // A lifecycle stage is the suite's (AGL-2787) — see `suite-gate.ts`.\n    const owner = await getOrgForHost(hostId)\n    if (!owner) {\n      res.status(404).json({ error: 'Unknown site' })\n      return\n    }\n    const suite = crmSuiteRefusal(owner.org, \"Moving a contact's lifecycle stage\")\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n    const contactsRef = await orgDataCollectionForHost(hostId, 'contacts')\n    const snapshot = await contactsRef.doc(contactId).get()\n    if (!snapshot.exists || !visibleToHost(snapshot.get('visibleTo'), hostId)) {\n      res.status(404).json({ error: 'Unknown contact' })\n      return\n    }\n    const group = await consentGroupForSite(hostId)\n    const facet = readContactFacet(\n      snapshot.data() as Record<string, unknown>,\n      group.groupId,\n    )\n    const previousStage = facet.lifecycleStage ?? ''\n    if (previousStage === lifecycleStage) {\n      res\n        .status(200)\n        .json({ ok: true, changed: false, lifecycleStage, previousStage })\n      return\n    }\n    await snapshot.ref.update({\n      [contactFacetPath(group.groupId, 'lifecycleStage')]: clearing\n        ? FieldValue.delete()\n        : lifecycleStage,\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // The stage is what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(snapshot.ref, 'contacts')\n    // Awaited, not floated: a serverless response ending cancels in-flight\n    // work, and the event is the reason this route exists. A clear has none.\n    if (!clearing) {\n      await emitHostEvent(\n        hostId,\n        'contactStageChanged',\n        {\n          contactId,\n          email: String(snapshot.get('email') ?? ''),\n          lifecycleStage,\n          previousStage,\n        },\n        { actor: { kind: 'member', uid: caller.uid, email: caller.email } },\n      )\n    }\n    res\n      .status(200)\n      .json({ ok: true, changed: true, lifecycleStage, previousStage })\n  } catch (error) {\n    console.error('[crm] contact-stage failed', hostId, contactId, error)\n    res.status(500).json({ error: 'The stage could not be changed' })\n  }\n}\n\n/**\n * What the create route says when the band refused (AGL-2596).\n *\n * The contacts list's own alert, in the past tense: the list says new\n * visitors are \"no longer captured\", and this says the one contact the\n * reader just tried to add was not. The remedy is the same sentence in both\n * places, so a reader who sees one and then the other is told one thing.\n */\nexport const CONTACT_BAND_FULL_MESSAGE =\n  'Contact limit reached — this contact was not added. Upgrade in Billing ' +\n  'to keep collecting.'\n\n/**\n * `POST /api/crm/contacts-create` — a person added by hand (AGL-2596).\n *\n * Body: `{ hostId, email, name?, phone?, jobTitle?, companyName?,\n * companyId?, address?, ownerUid?, lifecycleStage?, tags?,\n * marketingConsent?, disclosedConsentGroup? }`, plus any of Salesforce's\n * standard contact fields `crm/contact-update` reads but the reports-to\n * (`CONTACT_CREATE_PROFILE_FIELDS`, AGL-3515) — read by the same rules, the\n * salutation judged against the org's list, and the holder's name composed\n * from a first and last name when either is given. Answers\n * `{ contactId, created }`: `created` is\n * false when the address already belonged to somebody, in which case what\n * was typed MERGES into the existing row — the dedupe the shared address\n * book exists for, and the reason a second \"create\" of one person is not\n * an error.\n *\n * ## Who may call it\n *\n * The caller's ID token, then `data.manage` on the site's org — the same key\n * the console surface itself is gated on, resolved through the same\n * three-layer permission read the members route uses. A scoped member is\n * admitted only for a site they reach: the rules would refuse a browser\n * write outside their tokens, and a server route that admitted it would be\n * a way round the rules rather than a service in front of them.\n *\n * ## What it refuses, and how\n *\n * A malformed email or phone number is a 400 with a sentence the drawer can\n * show under the field. The band is a 409 carrying the list's own wording:\n * it is not a bad request and not a server fault, it is the plan saying no,\n * and the drawer relays the sentence rather than inventing one.\n *\n * ## The company (AGL-2613)\n *\n * `companyId` is the picker's choice, and it is checked before anything is\n * written: the company has to exist and be visible to the capturing site's\n * scope, or a caller could file a person under a record they cannot open —\n * the same refusal the lead conversion makes. It reaches the upsert as\n * `facet.companyId`, which is where the link is kept in step with its mirror\n * and the company's contacts count; a merge onto somebody already at another\n * company is a MOVE there, not a second link. The stored company's own name\n * is what is echoed, over whatever the client sent, because the name on the\n * record is the company's and not the form's.\n *\n * ## What it writes beyond the upsert\n *\n * `upsertHostContact` takes the profile — phone, title, address, owner,\n * stage, company — and writes it into the capturing group's facet. The two\n * things it does not take are written here by DOTTED path afterwards: the\n * tags, which union into whatever the person already carried, and the\n * company name — the picked company's, or free text for a person filed\n * under a name no company record carries yet. Dotted paths because this is\n * an `update()`, and only an update reads a dot as a path — a nested object\n * here would replace the facet map and take every other holder's records\n * with it.\n */\nexport const crmContactsCreateHandler: PluginApiHandler = 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\n  const body = (req.body ?? {}) as Record<string, unknown>\n  const hostId = typed(body['hostId'], 128)\n  if (!hostId) {\n    res.status(400).json({ error: 'Missing hostId' })\n    return\n  }\n  const email = normalizeContactEmail(body['email'])\n  if (!email) {\n    res.status(400).json({ error: 'Enter a valid email address.' })\n    return\n  }\n  const rawPhone = typed(body['phone'], 40)\n  const phone = rawPhone ? normalizePhone(rawPhone) : null\n  if (rawPhone && !phone) {\n    res.status(400).json({ error: CONTACT_PHONE_REFUSAL })\n    return\n  }\n  const rawStage = typed(body['lifecycleStage'], 40)\n  if (rawStage && !isContactLifecycleStage(rawStage)) {\n    res.status(400).json({ error: 'Unknown lifecycle stage.' })\n    return\n  }\n  const profile = readContactCreateProfile(body)\n  if (profile.ok === false) {\n    res.status(400).json({ error: profile.error })\n    return\n  }\n  const extras = profile.fields\n  const name = typed(body['name'], 120)\n  const jobTitle = typed(body['jobTitle'], 120)\n  let companyName = typed(body['companyName'], 120)\n  const companyId = typed(body['companyId'], 128)\n  const ownerUid = typed(body['ownerUid'], 128)\n  const address =\n    body['address'] && typeof body['address'] === 'object'\n      ? normalizeAddress(body['address'] as AglynPostalAddress)\n      : null\n  const tags = normalizeTags(body['tags'])\n  const marketingConsent = body['marketingConsent'] === true\n  // The key of the consent-group sentence the drawer showed beside the box\n  // (AGL-3320): the opt-in covers the site's group only while it is the\n  // group's current one, and the capturing site alone otherwise.\n  const disclosedConsentGroup = typed(body['disclosedConsentGroup'], 64)\n\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) {\n    res.status(401).json({ error: 'Unauthenticated' })\n    return\n  }\n\n  try {\n    const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n    const resolved = await getOrgForHost(hostId)\n    if (!resolved) {\n      res.status(404).json({ error: 'Unknown site' })\n      return\n    }\n    const isStaff = decoded['staff'] === true\n    if (!isStaff) {\n      const membership = await resolveOrgMembership(decoded.uid, resolved.orgId)\n      const member = membership?.member ?? null\n      const reaches =\n        isOrgWideMember(member) || Boolean(member?.hostAccess?.[hostId])\n      const allowed =\n        member &&\n        reaches &&\n        (await memberHasOrgPermission(resolved.orgId, member, 'data.manage'))\n      if (!allowed) {\n        res.status(403).json({\n          error: 'Adding contacts requires the data.manage permission on this site',\n        })\n        return\n      }\n    }\n\n    // A person typed in by the team is the suite's; the capture doors that\n    // fill a Free workspace's contacts do not come through here (AGL-2787).\n    const suite = crmSuiteRefusal(resolved.org, 'Adding a contact by hand')\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n\n    // The salutation, judged against the org's list (AGL-3515).\n    let salutation = ''\n    if (extras.salutation) {\n      const judged = judgeCrmPicklistValue(\n        CRM_SALUTATION_PICKLIST,\n        await readCrmPicklist(\n          firebaseAdmin.app().firestore(),\n          resolved.orgId,\n          CRM_SALUTATION_PICKLIST,\n        ),\n        extras.salutation,\n      )\n      if (judged.ok === false) {\n        res.status(400).json({ error: judged.error })\n        return\n      }\n      salutation = judged.value ?? ''\n    }\n\n    if (companyId) {\n      const group = await consentGroupForSite(\n        hostId,\n        resolved.org as Record<string, unknown>,\n      )\n      const readable = new Set<string>(crmReadTokens(group))\n      const companySnapshot = await firebaseAdmin\n        .app()\n        .firestore()\n        .collection('orgs')\n        .doc(resolved.orgId)\n        .collection(CRM_COLLECTIONS.companies)\n        .doc(companyId)\n        .get()\n      const tokens: unknown = companySnapshot.exists\n        ? companySnapshot.get('visibleTo')\n        : undefined\n      const visible =\n        Array.isArray(tokens) && tokens.some((token) => readable.has(String(token)))\n      if (!visible) {\n        res.status(404).json({ error: 'Unknown company' })\n        return\n      }\n      companyName = typed(companySnapshot.get('name'), 120) || companyName\n    }\n\n    const result = await captureHostContact({\n      hostId,\n      email,\n      ...(name ? { name } : {}),\n      source: 'manual',\n      interaction: { summary: 'Added by hand' },\n      actor: {\n        kind: 'member',\n        uid: decoded.uid,\n        email: typeof decoded.email === 'string' ? decoded.email : null,\n      },\n      marketingConsent,\n      ...(marketingConsent && disclosedConsentGroup\n        ? { disclosedConsentGroup }\n        : {}),\n      facet: {\n        ...(phone ? { phone } : {}),\n        ...(jobTitle ? { jobTitle } : {}),\n        // Salesforce's standard fields (AGL-3515); the capture composes the\n        // holder's name from the first and last names.\n        ...Object.fromEntries(\n          Object.entries({ ...extras, salutation }).filter(\n            ([key, value]) =>\n              key !== 'doNotCall' && key !== 'otherAddress' && typeof value === 'string' && value,\n          ),\n        ),\n        ...(extras.otherAddress ? { otherAddress: extras.otherAddress } : {}),\n        ...(extras.doNotCall ? { doNotCall: true } : {}),\n        ...(companyId ? { companyId } : {}),\n        ...(address ? { address } : {}),\n        ...(ownerUid ? { ownerUid } : {}),\n        ...(rawStage && isContactLifecycleStage(rawStage)\n          ? { lifecycleStage: rawStage }\n          : {}),\n      },\n    })\n\n    if ('refused' in result) {\n      if (result.refused === 'band') {\n        res.status(409).json({ error: CONTACT_BAND_FULL_MESSAGE, reason: 'band' })\n        return\n      }\n      if (result.refused === 'invalid-email') {\n        res.status(400).json({ error: 'Enter a valid email address.' })\n        return\n      }\n      // The person was erased from this workspace (AGL-2623). A conflict,\n      // like the band: the request was well-formed and the answer is a\n      // standing fact about the address, not a fault in the call.\n      if (result.refused === 'erased') {\n        res.status(409).json({ error: CONTACT_ERASED_MESSAGE, reason: 'erased' })\n        return\n      }\n      res.status(500).json({ error: 'The contact could not be saved.' })\n      return\n    }\n\n    if (tags.length || companyName) {\n      const group = await consentGroupForSite(\n        hostId,\n        resolved.org as Record<string, unknown>,\n      )\n      const contacts = await orgDataCollectionForHost(hostId, 'contacts')\n      await contacts.doc(result.contactId).update({\n        ...(tags.length\n          ? {\n              [contactFacetPath(group.groupId, 'tags')]: FieldValue.arrayUnion(\n                ...tags,\n              ),\n            }\n          : {}),\n        ...(companyName\n          ? {\n              [contactFacetPath(group.groupId, 'companyName')]: companyName,\n              // The search echo — see `HostContact.companyName`.\n              companyName,\n            }\n          : {}),\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      // The tags are what the Contacts list filters by (AGL-3321).\n      await restampCrmListFieldsAt(contacts.doc(result.contactId), 'contacts')\n    }\n\n    /*\n     * The audit line, written HERE rather than by the console (AGL-2622):\n     * a route that verified the caller and performed the write is the one\n     * writer that cannot record an act that did not happen, which is the\n     * reason `check-activity-coverage.mjs` counts this file. A merge into\n     * a person the org already held is said to be one — the row was\n     * updated, not added — so the feed cannot claim two people for one.\n     */\n    await logHostActivity(\n      hostId,\n      { uid: decoded.uid, email: decoded.email ?? null },\n      result.created ? 'Added contact' : 'Updated contact',\n      {\n        type: 'contact',\n        id: result.contactId,\n        name: name || composeContactName(extras.firstName, extras.lastName) || email,\n      },\n    )\n\n    res\n      .status(result.created ? 201 : 200)\n      .json({ contactId: result.contactId, created: result.created })\n  } catch (error) {\n    console.error('[crm] contact create failed', error)\n    res.status(500).json({ error: 'The contact could not be saved.' })\n  }\n}\n\n/** Console API registration, named in `plugins.config.json` as `consoleApi`. */\nexport function registerCrmConsoleApi(): void {\n  // The pipeline and the deals closed, as figure tables (AGL-3603), for the\n  // AI plugin's insights to read by id; the console runs insight jobs.\n  registerDealFigureReaders(() => firebaseAdmin.app().firestore())\n  // And the leads and contacts gained over a window (AGL-3867), for the\n  // weekly summary and for insights.\n  registerPeopleFigureReader(() => firebaseAdmin.app().firestore())\n  /*\n   * The contact-capture writer, again (AGL-3080). Both apps run it at boot\n   * from their generated server-declarations manifest, and this is the\n   * backstop for a process whose boot did not: the first CRM door to load\n   * registers it. Registering twice replaces in place.\n   */\n  registerCrmServerDeclarations()\n  registerPluginApiRoute(CRM_API_ROUTES.ping, crmPingHandler)\n  registerPluginApiRoute(CRM_API_ROUTES.contactStage, contactStageHandler)\n  // Every other console write to a contact's facets (AGL-2804): the rules\n  // cannot tell one facet field from another, so the plan is asked here.\n  registerPluginApiRoute(CRM_API_ROUTES.contactUpdate, crmContactUpdateHandler)\n  registerPluginApiRoute(CRM_API_ROUTES.contactRemove, crmContactRemoveHandler)\n  // A company's contacts unlinked, then the company (AGL-2804): the unlink\n  // clears a facet, which is the server's to write.\n  registerPluginApiRoute(CRM_API_ROUTES.companyDelete, crmCompanyDeleteHandler)\n  // Tasks (AGL-2599): the two writes with a side effect outside the document\n  // — an assignee's notification, and the `taskCompleted` host event.\n  registerPluginApiRoute(CRM_TASK_ROUTES.save, crmTaskSaveHandler)\n  registerPluginApiRoute(CRM_TASK_ROUTES.complete, crmTaskCompleteHandler)\n  // A client-direct task write's door to `nextTaskAtMs` (AGL-2661).\n  registerPluginApiRoute(CRM_NEXT_ACTIVITY_ROUTE, crmNextActivityHandler)\n  // What a client-direct write the browser cannot follow up asks for: the\n  // fields the CRM lists query, restamped from the record (AGL-3321).\n  registerPluginApiRoute(CRM_LIST_FIELDS_ROUTE, crmListFieldsHandler)\n  // Sharing records with other sites (AGL-3336): a manager's share and\n  // unshare, the org's sharing rules and their recompute, and the rules'\n  // re-evaluation a client-direct write owes.\n  registerPluginApiRoute(CRM_SHARING_ROUTE, crmSharingHandler)\n  // A picklist value renamed or deleted (AGL-3298, AGL-3510): the list and\n  // every record holding the old label, in one request. The lead source's\n  // own address stays registered for a request that names no picklist.\n  registerPluginApiRoute(CRM_PICKLIST_VALUES_ROUTE, crmPicklistValuesHandler)\n  registerPluginApiRoute(CRM_LEAD_SOURCE_VALUES_ROUTE, crmLeadSourceValuesHandler)\n  // The one writer of a deal's stage, won and lost (AGL-2598): the browser\n  // could write the field, but only a server can emit the event an\n  // automation listens for.\n  registerPluginApiRoute('crm/deal-stage', crmDealStageHandler)\n  // A person typed into the console (AGL-2596): the capture doors' own\n  // function behind a session check, so the dedupe and the band are judged\n  // where every other door judges them.\n  registerPluginApiRoute('crm/contacts-create', crmContactsCreateHandler)\n  // A lead becomes a contact, a company and a deal (AGL-2608) — the one CRM\n  // write a browser cannot make alone, because only the server may create a\n  // contact through the dedupe-and-meter door.\n  registerPluginApiRoute('crm/lead-convert', leadConvertHandler)\n  // A lead entered by hand (AGL-3231): the New lead drawer's route.\n  registerPluginApiRoute('crm/leads-create', leadCreateHandler)\n  // The one READ behind a route (AGL-2616): the per-recipient delivery log\n  // is closed to clients, so a contact's campaign mail is projected here.\n  registerPluginApiRoute(CONTACT_EMAIL_HISTORY_ROUTE, contactEmailHistoryHandler)\n  // One email to one person from their record (AGL-2615): the recipient is\n  // read off the record, the daily cap and both suppression lists are\n  // judged, and the message leaves on the site's sending identity.\n  registerPluginApiRoute(CRM_API_ROUTES.emailSend, crmEmailSendHandler)\n  // What the platform knows about one address before somebody writes to it\n  // (AGL-3328): the gateway chip on a record page, and the composer's\n  // warning about a domain with no mail server or a gateway holding this\n  // site's mail. DNS and the ledger are the server's.\n  registerPluginApiRoute(CRM_EMAIL_CHECK_ROUTE, crmEmailCheckHandler)\n  // Two records for one person become one (AGL-2625): the repoint of every\n  // row naming the merged record and the transaction over both documents\n  // are the server's, and the address index it writes is closed to clients.\n  registerPluginApiRoute(CONTACTS_MERGE_ROUTE, contactsMergeHandler)\n  // Files a person's privacy erasure for the daily job (AGL-2623);\n  // workspace admins only.\n  registerPluginApiRoute(CRM_ERASE_PERSON_ROUTE, crmErasePersonHandler)\n  // One line in the organization's activity feed for an act the org-level\n  // hub performed client-direct (AGL-2634): the feed is closed to clients,\n  // so the bulk bars' lines come through here.\n  registerPluginApiRoute(CRM_ORG_ACTIVITY_ROUTE, crmOrgActivityHandler)\n  // A recipe's action written into one site's automations from the org\n  // hub (AGL-2639), stamped and deduplicated by the server, and the stamps\n  // read back per site so the hub can say which sites carry which recipe.\n  registerPluginApiRoute(CRM_RECIPE_INSTALL_ROUTE, crmRecipeInstallHandler)\n  registerPluginApiRoute(CRM_RECIPE_STATUS_ROUTE, crmRecipeStatusHandler)\n  // The workspace's email capture address (AGL-2657): the token is minted\n  // and rotated here, behind the CRM's own gate, and the org document that\n  // carries it is closed to every client.\n  registerPluginApiRoute(CRM_INBOUND_ADDRESS_ROUTE, crmInboundAddressHandler)\n  /*\n   * The three doors a MACHINE calls (AGL-3080), at the paths they have\n   * always answered on: the scheduler's daily digest and hourly task\n   * reminders, on the cron secret, and the mail provider's capture webhook,\n   * on its signature. None names a site or a member, so each is registered\n   * as a machine's route — the dispatcher leaves the plugin's release and\n   * enablement gates and its write limit to it — and each judges the CRM's\n   * plan and flag for every organization it resolves. Loaded with the\n   * first call, not with the surface.\n   */\n  registerPluginApiRoute(\n    CRM_API_ROUTES.dailyDigest,\n    {\n      web: async (request) =>\n        (await import('./server/daily-digest-route')).crmDailyDigestRoute(request),\n    },\n    { machine: true },\n  )\n  registerPluginApiRoute(\n    CRM_API_ROUTES.taskReminders,\n    {\n      web: async (request) =>\n        (await import('./server/task-reminders-route')).crmTaskRemindersRoute(request),\n    },\n    { machine: true },\n  )\n  registerPluginApiRoute(\n    CRM_API_ROUTES.inbound,\n    {\n      web: async (request) => (await import('./server/inbound-route')).crmInboundRoute(request),\n    },\n    { machine: true },\n  )\n  registerPluginApiRoute(\n    CRM_EMAIL_TEMPLATE_DUPLICATE_ROUTE,\n    crmEmailTemplateDuplicateHandler,\n  )\n  // The facts of a contact, company, deal or lead, and an import's field\n  // catalog, for another plugin in this process (AGL-2917): read on the core's\n  // record-facts seam under the rules every CRM door applies, and written\n  // nowhere.\n  registerCrmRecordFactsReaders()\n  // The CRM as the workspace's record system on the core's record-timeline\n  // seam (AGL-2981): another plugin files an email, a reply or a task on a\n  // record through it, under the CRM's own scope, dedupe and ceiling.\n  registerCrmRecordTimelineWriter()\n  // And on the record email-state seam (AGL-3245): a sender that filed a\n  // verdict on an address — a bounce, a complaint, an unsubscribe, a\n  // do-not-contact mark — stamps the lead and the contact through it.\n  registerCrmRecordEmailStateWriter()\n}\n\n// Type-only (AGL-3080): the plugin's entitlement keys, declared by module\n// augmentation, for every program that loads this entry point.\nexport type { crmPlanEntitlements } from 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