@aglyn/plugins-crm 1.0.0-beta.285 → 1.0.0-beta.288

package/src/lib/model/record-facts.js

@@ -15,6 +15,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */ import { CONTACT_ALTERNATE_EMAILS_FIELD, CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_SOURCE_LABELS, CRM_ACTIVITY_KIND_LABELS, CRM_EMAIL_DELIVERY_STATE_LABELS, CRM_TASK_KIND_LABELS, contactDisplayName, crmLeadStatusLabel, CRM_FORECAST_CATEGORY_LABELS, crmActivityDirection, customImportTarget, DEAL_NEXT_STEP_MAX, dealContactRolesOf, dealForecastCategory, dealProbability, dealStageById, dealStageForecastCategory, fieldDefinitionObject, interactionsForGroup, isContactLifecycleStage, isCrmEmailDeliveryState, readContactFacet, readMarketingBasis } from "@aglyn/aglyn/server";
+import { labelContactSource } from "@aglyn/aglyn/plugin-manager/plugin-contact-capture";
 import { COMPANY_TRANSFER_FIELDS, CONTACT_TRANSFER_FIELDS, DEAL_TRANSFER_FIELDS, LEAD_TRANSFER_FIELDS } from "../transfer/fields.js";
 /**
  * WHAT THE CRM TELLS ANOTHER PLUGIN ABOUT ONE OF ITS RECORDS (AGL-2917).
@@ -216,7 +217,7 @@ const memberName = (names, uid)=>{
 /** A capture the platform recorded on a contact, as a timeline entry. */ export function crmInteractionFact(interaction) {
     const on = crmFactDay(interaction.atMs);
     if (!on) return null;
-    const kind = interaction.type && CONTACT_SOURCE_LABELS[interaction.type] ? CONTACT_SOURCE_LABELS[interaction.type] : 'Capture';
+    const kind = labelContactSource(interaction.type, 'Capture');
     const text = crmFactText(interaction.summary, CRM_FACTS_TEXT_MAX);
     return text ? {
         on,
@@ -298,10 +299,7 @@ export function contactFacts(input) {
     var _facet_sources, _facet_phone;
     const { row, group, names } = input;
     const facet = readContactFacet(row, group.groupId);
-    const sources = Object.entries((_facet_sources = facet.sources) != null ? _facet_sources : {}).filter(([, on])=>on === true).map(([source])=>{
-        var _CONTACT_SOURCE_LABELS_source;
-        return (_CONTACT_SOURCE_LABELS_source = CONTACT_SOURCE_LABELS[source]) != null ? _CONTACT_SOURCE_LABELS_source : '';
-    }).filter(Boolean);
+    const sources = Object.entries((_facet_sources = facet.sources) != null ? _facet_sources : {}).filter(([, on])=>on === true).map(([source])=>labelContactSource(source, '')).filter(Boolean);
     const interactions = interactionsForGroup(facet.interactions, group.hostIds);
     const alternates = Array.isArray(row[CONTACT_ALTERNATE_EMAILS_FIELD]) ? row[CONTACT_ALTERNATE_EMAILS_FIELD] : [];
     const emails = [

package/src/lib/model/record-facts.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/record-facts.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 */\nimport {\n  CONTACT_ALTERNATE_EMAILS_FIELD,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_SOURCE_LABELS,\n  CRM_ACTIVITY_KIND_LABELS,\n  CRM_EMAIL_DELIVERY_STATE_LABELS,\n  CRM_TASK_KIND_LABELS,\n  contactDisplayName,\n  crmLeadStatusLabel,\n  CRM_FORECAST_CATEGORY_LABELS,\n  crmActivityDirection,\n  customImportTarget,\n  DEAL_NEXT_STEP_MAX,\n  dealContactRolesOf,\n  dealForecastCategory,\n  dealProbability,\n  dealStageById,\n  dealStageForecastCategory,\n  fieldDefinitionObject,\n  interactionsForGroup,\n  isContactLifecycleStage,\n  isCrmEmailDeliveryState,\n  readContactFacet,\n  readMarketingBasis,\n  type AglynPostalAddress,\n  type ConsentGroup,\n  type ContactFieldDefinition,\n  type ContactInteraction,\n  type CrmActivity,\n  type CrmCompany,\n  type CrmDeal,\n  type CrmFieldObject,\n  type CrmPicklist,\n  type CrmPipeline,\n  type CrmTask,\n} from '@aglyn/aglyn/server'\nimport type { TransferField, TransferFieldType } from '@aglyn/aglyn/data-transfer'\nimport {\n  COMPANY_TRANSFER_FIELDS,\n  CONTACT_TRANSFER_FIELDS,\n  DEAL_TRANSFER_FIELDS,\n  LEAD_TRANSFER_FIELDS,\n} from '../transfer/fields'\n\n/**\n * WHAT THE CRM TELLS ANOTHER PLUGIN ABOUT ONE OF ITS RECORDS (AGL-2917).\n *\n * The facts a reader on the core's record-facts seam reports: one contact,\n * company, deal or lead as a person on the team sees it, and the fields a\n * spreadsheet import may fill. The server half reads the documents and\n * applies who may see them (`server/record-facts.ts`); this half shapes\n * them, so the list below is the whole of what a caller — an assistant\n * summarizing a record, an automation deciding on one — can pass on.\n *\n * ## The whole record (AGL-3520)\n *\n * These builders answer only for an organization with\n * `release_crm_assist_whole_record` on; with it off, the readers answer\n * `record-facts-disclosed.ts`, the fields the published pages promise.\n * A record is reported as the CRM shows it: every standard field —\n * Salesforce's included — with its email addresses, phone numbers, postal\n * addresses, birthdate, assistant and reports-to; the labels of its\n * picklists as the record holds them; its custom field values under their\n * labels; its marketing consent; its notes, newest timeline entries and\n * open tasks and deals. Text a person wrote is reported as written.\n *\n * ## What still never leaves\n *\n * No authentication token, no account identifier and no internal record\n * id. A related record — the company a person works for, the contact a deal\n * is with, the person someone reports to, a parent company, a campaign — is\n * named by its name; a team member by their display name. The one id a\n * caller is handed is a pipeline stage's, which a stage proposal must name.\n * An import catalog carries field keys, labels and types, never a row of\n * the file.\n *\n * ## Bounded\n *\n * Every list and every long text is cut — notes to\n * {@link CRM_FACTS_NOTES_MAX}, a timeline entry to {@link CRM_FACTS_TEXT_MAX},\n * at most {@link CRM_FACTS_CUSTOM_FIELDS_MAX} custom fields — so a record\n * holding everything still fits the request a caller builds from it.\n *\n * ## Stable bytes\n *\n * Every builder writes its keys in one order, dates as UTC calendar days and\n * money as a currency code and a fixed-point amount, so the same records read\n * twice report the same facts — a caller may key a cache on them, and one\n * that does sees a change exactly when something it was told has changed.\n */\n\n/** The records a reader is registered for, by the seam's resource name. */\nexport const CRM_RECORD_FACTS_RESOURCES = {\n  contact: 'crm.contact',\n  company: 'crm.company',\n  deal: 'crm.deal',\n  lead: 'crm.lead',\n} as const\n\nexport type CrmRecordFactsKind = keyof typeof CRM_RECORD_FACTS_RESOURCES\n\n/** The import catalogs, read by collection name as the record id. */\nexport const CRM_IMPORT_FACTS_RESOURCE = 'crm.import'\n\nexport const CRM_IMPORT_FACTS_COLLECTIONS = ['contacts', 'companies', 'deals', 'leads'] as const\n\nexport type CrmImportFactsCollection = (typeof CRM_IMPORT_FACTS_COLLECTIONS)[number]\n\nexport function isCrmImportFactsCollection(value: unknown): value is CrmImportFactsCollection {\n  return typeof value === 'string' && (CRM_IMPORT_FACTS_COLLECTIONS as readonly string[]).includes(value)\n}\n\n/** Newest timeline entries reported for a record. */\nexport const CRM_FACTS_TIMELINE_MAX = 12\n/** Open tasks reported for a record. */\nexport const CRM_FACTS_TASKS_MAX = 8\n/** Deals reported for a contact or a company. */\nexport const CRM_FACTS_DEALS_MAX = 5\n/** Tags reported for a record. */\nexport const CRM_FACTS_TAGS_MAX = 10\n/** How much of a logged activity's text, a capture's summary, a task's notes or a custom value is reported. */\nexport const CRM_FACTS_TEXT_MAX = 280\n/** How much of a record's notes is reported. */\nexport const CRM_FACTS_NOTES_MAX = 600\n/** How long a name, a title or a subject may run. */\nexport const CRM_FACTS_LABEL_MAX = 120\n/** Custom fields an import catalog, or a record, reports. */\nexport const CRM_FACTS_CUSTOM_FIELDS_MAX = 40\n/** Products a deal's facts list. */\nexport const CRM_FACTS_PRODUCTS_MAX = 20\n/** Email addresses and campaigns a record's facts list. */\nexport const CRM_FACTS_LIST_MAX = 10\n\n/** One thing that happened, as a record's timeline reports it. */\nexport interface CrmTimelineFact {\n  /** The UTC day it happened, `YYYY-MM-DD`. */\n  on: string\n  /** What happened: a logged kind (Call, Email) or the capture it came through (Form, Booking). */\n  kind: string\n  /** `outbound` or `inbound` for an email; also `internal` for a call (AGL-3517); absent otherwise. */\n  direction?: string\n  /** Who an email came from and went to, as the activity recorded them (AGL-3520). */\n  from?: string\n  to?: string\n  subject?: string\n  text?: string\n  outcome?: string\n  /** How far a sent email got: Sent, Delivered, Opened, Clicked, Bounced, Complained. */\n  delivery?: string\n}\n\n/** One task still to do. */\nexport interface CrmTaskFact {\n  title: string\n  /** The org's Type label when the task holds one, else its kind's name (AGL-3517). */\n  kind: string\n  /** The meaning — `high`, `normal` or `low` — whatever the org calls it. */\n  priority: string\n  /** The org's Status label (\"In Progress\"), when the task holds one (AGL-3517). */\n  status?: string\n  /** The UTC day it is due, or `null` for a task with no due date. */\n  due: string | null\n  overdue: boolean\n  /** Who it is assigned to, by name (AGL-3520). */\n  assignee?: string\n  /** What the task says beyond its title (AGL-3520). */\n  notes?: string\n}\n\n/** One deal, as a contact's or a company's facts report it. */\nexport interface CrmDealFact {\n  title: string\n  stage: string\n  status: string\n  amount: string | null\n  expectedClose: string | null\n}\n\n/** One custom field's value, under the label the org gave the field (AGL-3520). */\nexport interface CrmCustomFact {\n  label: string\n  value: string\n}\n\n/** One product on a deal (AGL-3520). */\nexport interface CrmProductFact {\n  name: string\n  quantity: number\n  unitAmount: string | null\n}\n\nexport interface CrmContactFacts {\n  record: 'contact'\n  name: string\n  salutation: string\n  firstName: string\n  lastName: string\n  /** Every address the person is reached at: the canonical one first (AGL-3520). */\n  emails: string[]\n  phone: string\n  mobilePhone: string\n  homePhone: string\n  otherPhone: string\n  fax: string\n  jobTitle: string\n  department: string\n  /** A `YYYY-MM-DD` day, or `''`. */\n  birthdate: string\n  assistant: string\n  assistantPhone: string\n  /** The name of the contact the person reports to (AGL-3515). */\n  reportsTo: string\n  mailingAddress: string\n  otherAddress: string\n  /** They asked not to be phoned — a fact an assistant drafting a next step must respect. */\n  doNotCall: boolean\n  company: string\n  lifecycleStage: string\n  leadSource: string\n  owner: string\n  /** Whether the person agreed to marketing email from this site, and since when. */\n  marketingConsent: string\n  tags: string[]\n  /** The captures that met the person: Form, Booking, Customer. */\n  sources: string[]\n  orders: number\n  lastPurchase: string | null\n  since: string | null\n  lastEmailEngagement: string | null\n  custom: CrmCustomFact[]\n  notes: string\n  timeline: CrmTimelineFact[]\n  openTasks: CrmTaskFact[]\n  deals: CrmDealFact[]\n}\n\nexport interface CrmCompanyFacts {\n  record: 'company'\n  name: string\n  domain: string\n  website: string\n  phone: string\n  fax: string\n  industry: string\n  /** Salesforce's Account fields (AGL-3514). */\n  type: string\n  rating: string\n  ownership: string\n  accountSource: string\n  employees: number | null\n  annualRevenue: string | null\n  accountNumber: string\n  site: string\n  tickerSymbol: string\n  sicCode: string\n  billingAddress: string\n  shippingAddress: string\n  /** The name of the company this one sits under. */\n  parentCompany: string\n  owner: string\n  tags: string[]\n  people: number\n  since: string | null\n  custom: CrmCustomFact[]\n  notes: string\n  timeline: CrmTimelineFact[]\n  openTasks: CrmTaskFact[]\n  deals: CrmDealFact[]\n}\n\n/** One stage of a deal's pipeline, in order. */\nexport interface CrmStageFact {\n  id: string\n  name: string\n  kind: 'open' | 'won' | 'lost'\n  /** Chance of closing from the stage, 0–100 (AGL-3516). */\n  probability: number\n  /** The forecast category a deal takes in the stage, as its label. */\n  forecastCategory: string\n}\n\n/** One contact on a deal, as the facts name them (AGL-3521). */\nexport interface CrmContactRoleFact {\n  /** The person's name, or `''` where it could not be read. */\n  name: string\n  /** The role's label, or `''` for none. */\n  role: string\n  primary: boolean\n}\n\n/** The contacts a deal's facts name — the committee, not the whole list. */\nexport const CRM_FACTS_CONTACT_ROLES_MAX = 10\n\nexport interface CrmDealFacts {\n  record: 'deal'\n  title: string\n  pipeline: string\n  stages: CrmStageFact[]\n  stageId: string\n  stage: string\n  status: string\n  amount: string | null\n  expectedClose: string | null\n  inStageSince: string | null\n  lostReason: string\n  /*\n   * Salesforce's Opportunity fields (AGL-3516).\n   */\n  type: string\n  leadSource: string\n  nextStep: string\n  /** The deal's own odds when it overrides the stage's, else the stage's; `null` for neither. */\n  probability: number | null\n  /** The forecast category's label. */\n  forecastCategory: string\n  /** The campaign the deal is credited to, by name (AGL-3520). */\n  campaign: string\n  /** The name of the person the deal is with, as the deal copied it. */\n  contact: string\n  /**\n   * Every contact on the deal and the part each plays (AGL-3521), the\n   * Primary first — named as the reader resolved them, at most\n   * {@link CRM_FACTS_CONTACT_ROLES_MAX}.\n   */\n  contactRoles: CrmContactRoleFact[]\n  company: string\n  owner: string\n  products: CrmProductFact[]\n  since: string | null\n  custom: CrmCustomFact[]\n  notes: string\n  timeline: CrmTimelineFact[]\n  openTasks: CrmTaskFact[]\n}\n\nexport interface CrmLeadFacts {\n  record: 'lead'\n  name: string\n  /*\n   * The lead's own profile and Salesforce's standard lead fields\n   * (AGL-3231, AGL-3513), with how to reach the person (AGL-3520).\n   */\n  salutation: string\n  firstName: string\n  lastName: string\n  email: string\n  phone: string\n  mobilePhone: string\n  fax: string\n  website: string\n  address: string\n  company: string\n  jobTitle: string\n  leadSource: string\n  industry: string\n  rating: string\n  employees: number | null\n  annualRevenue: string | null\n  /** They asked not to be phoned — a fact an assistant drafting a next step must respect. */\n  doNotCall: boolean\n  status: string\n  owner: string\n  /** The campaigns the lead is filed under, by name. */\n  campaigns: string[]\n  marketingConsent: string\n  tags: string[]\n  /** Where the lead was captured: Form, Booking, Sign-up, Import. */\n  sources: string[]\n  captures: number\n  firstSeen: string | null\n  lastSeen: string | null\n  assigned: boolean\n  converted: boolean\n  unqualifiedReason: string\n  custom: CrmCustomFact[]\n  notes: string\n  timeline: CrmTimelineFact[]\n  openTasks: CrmTaskFact[]\n}\n\nexport type CrmRecordFacts = CrmContactFacts | CrmCompanyFacts | CrmDealFacts | CrmLeadFacts\n\n/** What a column of a file may hold, as an import field expects it. */\nexport type CrmImportFieldType = 'email' | 'phone' | 'number' | 'date' | 'yes-no' | 'url' | 'text'\n\n/** One field an import may fill. */\nexport interface CrmImportFieldFact {\n  /** The mapping target: a standard field's key, or `custom:<key>`. */\n  key: string\n  label: string\n  type: CrmImportFieldType\n  required: boolean\n}\n\nexport interface CrmImportFacts {\n  record: 'import'\n  collection: CrmImportFactsCollection\n  fields: CrmImportFieldFact[]\n}\n\n/**\n * What the server half resolves for a builder, because a fact names a\n * related record or a person and the builder reads no document: a team\n * member's display name, the record's custom field definitions, and the\n * names of the records it points at.\n */\nexport interface CrmFactsNames {\n  /** A team member's display name for a uid; `''` when the roster has none. */\n  member?: (uid: string) => string\n  /** The org's custom field definitions, every object's; each builder takes its own. */\n  customFields?: ReadonlyArray<Partial<ContactFieldDefinition>>\n}\n\nconst DAY_MS = 86_400_000\n\n/** A value as trimmed, single-spaced text of at most `max` characters. */\nexport function crmFactText(value: unknown, max: number): string {\n  if (typeof value !== 'string') return ''\n  const text = value.replace(/\\s+/g, ' ').trim()\n  return text.length > max ? `${text.slice(0, max - 1).trimEnd()}…` : text\n}\n\n/** Epoch millis, a `Date` or a stored timestamp, as epoch millis; `null` for anything else. */\nexport function crmFactMillis(value: unknown): number | null {\n  if (typeof value === 'number') return Number.isFinite(value) && value > 0 ? value : null\n  if (value instanceof Date) return Number.isFinite(value.getTime()) ? value.getTime() : null\n  const toMillis = (value as { toMillis?: () => number } | null | undefined)?.toMillis\n  if (typeof toMillis === 'function') {\n    const millis = toMillis.call(value)\n    return Number.isFinite(millis) ? millis : null\n  }\n  return null\n}\n\n/** A UTC calendar day, `YYYY-MM-DD`, or `null`. */\nexport function crmFactDay(value: unknown): string | null {\n  const millis = crmFactMillis(value)\n  return millis === null ? null : new Date(millis).toISOString().slice(0, 10)\n}\n\n/** An amount as a currency code and a fixed-point figure: `USD 1250.00`. */\nexport function crmFactMoney(cents: unknown, currency: unknown): string | null {\n  if (typeof cents !== 'number' || !Number.isFinite(cents)) return null\n  const code = (typeof currency === 'string' && /^[a-z]{3}$/i.test(currency) ? currency : 'usd').toUpperCase()\n  return `${code} ${(cents / 100).toFixed(2)}`\n}\n\n/** A postal address on one line, its parts in the order an envelope writes them; `''` for none. */\nexport function crmFactAddress(address: Partial<AglynPostalAddress> | null | undefined): string {\n  if (!address || typeof address !== 'object') return ''\n  const part = (value: unknown) => crmFactText(value, CRM_FACTS_LABEL_MAX)\n  const cityLine = [part(address.city), [part(address.state), part(address.postalCode)].filter(Boolean).join(' ')]\n    .filter(Boolean)\n    .join(', ')\n  return [part(address.line1), part(address.line2), cityLine, part(address.country)].filter(Boolean).join(', ')\n}\n\n/** A marketing basis as a sentence's worth: opted in (and since when), declined, or nothing recorded. */\nexport function crmFactConsent(record: Record<string, unknown>, group: ConsentGroup | null | undefined): string {\n  if (!group) return ''\n  const consent = readMarketingBasis(record, group)\n  if (consent.basis === 'granted') {\n    const since = crmFactDay(consent.basisAtMs)\n    return since ? `opted in on ${since}` : 'opted in'\n  }\n  return consent.basis === 'declined' ? 'declined' : 'none recorded'\n}\n\n/** A custom value as text: a day for a date, yes or no for a checkbox. */\nfunction customValueText(value: unknown, type: unknown): string {\n  if (value === null || value === undefined || value === '') return ''\n  if (typeof value === 'boolean') return value ? 'yes' : 'no'\n  if (type === 'date') return crmFactDay(typeof value === 'string' ? Date.parse(value) : value) ?? crmFactText(String(value), CRM_FACTS_TEXT_MAX)\n  if (typeof value === 'number') return Number.isFinite(value) ? String(value) : ''\n  return crmFactText(String(value), CRM_FACTS_TEXT_MAX)\n}\n\n/**\n * A record's custom values under their fields' labels, in the fields'\n * order — the active fields of `object` first, then a value whose field was\n * retired or never defined, under its key.\n */\nexport function crmCustomFacts(\n  custom: unknown,\n  object: CrmFieldObject,\n  definitions: ReadonlyArray<Partial<ContactFieldDefinition>> = [],\n): CrmCustomFact[] {\n  if (!custom || typeof custom !== 'object' || Array.isArray(custom)) return []\n  const values = custom as Record<string, unknown>\n  const own = definitions\n    .filter((field) => field.key && fieldDefinitionObject(field as ContactFieldDefinition) === object)\n    .sort(\n      (a, b) =>\n        Number(Boolean(a.retiredAt)) - Number(Boolean(b.retiredAt)) ||\n        Number(a.order ?? 0) - Number(b.order ?? 0) ||\n        String(a.key).localeCompare(String(b.key)),\n    )\n  const facts: CrmCustomFact[] = []\n  const seen = new Set<string>()\n  for (const field of own) {\n    const key = String(field.key)\n    seen.add(key)\n    const value = customValueText(values[key], field.type)\n    if (value) facts.push({ label: crmFactText(field.label, CRM_FACTS_LABEL_MAX) || key, value })\n  }\n  for (const key of Object.keys(values).sort()) {\n    if (seen.has(key)) continue\n    const value = customValueText(values[key], undefined)\n    if (value) facts.push({ label: key, value })\n  }\n  return facts.slice(0, CRM_FACTS_CUSTOM_FIELDS_MAX)\n}\n\nfunction tagsOf(value: unknown): string[] {\n  return Array.isArray(value)\n    ? value\n        .map((tag) => crmFactText(tag, 40))\n        .filter(Boolean)\n        .slice(0, CRM_FACTS_TAGS_MAX)\n    : []\n}\n\nconst memberName = (names: CrmFactsNames | undefined, uid: unknown): string =>\n  typeof uid === 'string' && uid ? crmFactText(names?.member?.(uid) ?? '', CRM_FACTS_LABEL_MAX) : ''\n\n/** A logged activity as a timeline entry. */\nexport function crmActivityFact(activity: Partial<CrmActivity>): CrmTimelineFact | null {\n  const on = crmFactDay(activity.atMs)\n  if (!on) return null\n  const kind = activity.kind && CRM_ACTIVITY_KIND_LABELS[activity.kind] ? activity.kind : 'other'\n  const fact: CrmTimelineFact = { on, kind: CRM_ACTIVITY_KIND_LABELS[kind] }\n  const direction = crmActivityDirection(kind, activity.direction)\n  if (direction) fact.direction = direction\n  const from = crmFactText(activity.from, CRM_FACTS_LABEL_MAX)\n  if (from) fact.from = from\n  const to = crmFactText(activity.to, CRM_FACTS_LABEL_MAX)\n  if (to) fact.to = to\n  const subject = crmFactText(activity.subject ?? activity.threadSubject, CRM_FACTS_LABEL_MAX)\n  if (subject) fact.subject = subject\n  const text = crmFactText(activity.body, CRM_FACTS_TEXT_MAX)\n  if (text) fact.text = text\n  const outcome = crmFactText(activity.outcome, CRM_FACTS_LABEL_MAX)\n  if (outcome) fact.outcome = outcome\n  if (kind === 'email' && isCrmEmailDeliveryState(activity.deliveryState)) {\n    fact.delivery = CRM_EMAIL_DELIVERY_STATE_LABELS[activity.deliveryState]\n  }\n  return fact\n}\n\n/** A capture the platform recorded on a contact, as a timeline entry. */\nexport function crmInteractionFact(interaction: Partial<ContactInteraction>): CrmTimelineFact | null {\n  const on = crmFactDay(interaction.atMs)\n  if (!on) return null\n  const kind =\n    interaction.type && CONTACT_SOURCE_LABELS[interaction.type] ? CONTACT_SOURCE_LABELS[interaction.type] : 'Capture'\n  const text = crmFactText(interaction.summary, CRM_FACTS_TEXT_MAX)\n  return text ? { on, kind, text } : { on, kind }\n}\n\n/**\n * Timeline entries newest first, at most {@link CRM_FACTS_TIMELINE_MAX}. A\n * tie keeps the order the entries arrived in, so the same reads report the\n * same list.\n */\nexport function crmTimelineFacts(\n  entries: ReadonlyArray<{ atMs: unknown; fact: CrmTimelineFact | null }>,\n): CrmTimelineFact[] {\n  return entries\n    .map((entry, index) => ({ at: crmFactMillis(entry.atMs) ?? 0, index, fact: entry.fact }))\n    .filter((entry): entry is { at: number; index: number; fact: CrmTimelineFact } => entry.fact !== null)\n    .sort((a, b) => b.at - a.at || a.index - b.index)\n    .slice(0, CRM_FACTS_TIMELINE_MAX)\n    .map((entry) => entry.fact)\n}\n\n/** The open tasks among `tasks`, soonest due first, undated last. */\nexport function crmOpenTaskFacts(\n  tasks: ReadonlyArray<Partial<CrmTask>>,\n  nowMs: number,\n  names?: CrmFactsNames,\n): CrmTaskFact[] {\n  return tasks\n    .filter((task) => task.status !== 'done' && crmFactText(task.title, CRM_FACTS_LABEL_MAX))\n    .map((task, index) => ({ task, index, due: crmFactMillis(task.dueAtMs) }))\n    .sort((a, b) => (a.due ?? Number.POSITIVE_INFINITY) - (b.due ?? Number.POSITIVE_INFINITY) || a.index - b.index)\n    .slice(0, CRM_FACTS_TASKS_MAX)\n    .map(({ task, due }) => {\n      const assignee = memberName(names, task.assigneeUid)\n      const notes = crmFactText(task.notes, CRM_FACTS_TEXT_MAX)\n      return {\n        title: crmFactText(task.title, CRM_FACTS_LABEL_MAX),\n        kind:\n          crmFactText(task.typeLabel, CRM_FACTS_LABEL_MAX) ||\n          (task.kind && CRM_TASK_KIND_LABELS[task.kind] ? CRM_TASK_KIND_LABELS[task.kind] : 'To-do'),\n        priority: task.priority === 'high' || task.priority === 'low' ? task.priority : 'normal',\n        ...(crmFactText(task.statusLabel, CRM_FACTS_LABEL_MAX)\n          ? { status: crmFactText(task.statusLabel, CRM_FACTS_LABEL_MAX) }\n          : {}),\n        due: due === null ? null : crmFactDay(due),\n        // Overdue by the UTC day: a task due today is not overdue until tomorrow.\n        overdue: due !== null && Math.floor(due / DAY_MS) < Math.floor(nowMs / DAY_MS),\n        ...(assignee ? { assignee } : {}),\n        ...(notes ? { notes } : {}),\n      }\n    })\n}\n\n/** One deal, with its stage named by the pipeline it is in. */\nexport function crmDealFact(deal: Partial<CrmDeal>, pipeline: CrmPipeline | null | undefined): CrmDealFact {\n  const stage = dealStageById(pipeline ?? undefined, String(deal.stageId ?? ''))\n  return {\n    title: crmFactText(deal.title, CRM_FACTS_LABEL_MAX),\n    stage: crmFactText(stage?.name, CRM_FACTS_LABEL_MAX),\n    status: deal.status === 'won' || deal.status === 'lost' ? deal.status : 'open',\n    amount: crmFactMoney(deal.amountCents, deal.currency),\n    expectedClose: crmFactDay(deal.expectedCloseAtMs),\n  }\n}\n\n/** Deals, open ones first, then most recently updated. */\nexport function crmDealFacts(\n  deals: ReadonlyArray<Partial<CrmDeal>>,\n  pipelines: ReadonlyMap<string, CrmPipeline>,\n): CrmDealFact[] {\n  return deals\n    .map((deal, index) => ({ deal, index, updated: crmFactMillis(deal.updatedAt) ?? 0 }))\n    .sort(\n      (a, b) =>\n        Number(a.deal.status !== 'open') - Number(b.deal.status !== 'open') ||\n        b.updated - a.updated ||\n        a.index - b.index,\n    )\n    .slice(0, CRM_FACTS_DEALS_MAX)\n    .map(({ deal }) => crmDealFact(deal, pipelines.get(String(deal.pipelineId ?? ''))))\n}\n\nconst label = (value: unknown) => crmFactText(value, CRM_FACTS_LABEL_MAX)\n\nexport interface ContactFactsInput {\n  row: Record<string, unknown>\n  /** The holder whose facet the person is read through. */\n  group: ConsentGroup\n  activities: ReadonlyArray<Partial<CrmActivity>>\n  tasks: ReadonlyArray<Partial<CrmTask>>\n  deals: ReadonlyArray<Partial<CrmDeal>>\n  pipelines: ReadonlyMap<string, CrmPipeline>\n  nowMs: number\n  names?: CrmFactsNames\n  /** The name of the contact the holder's reports-to names, when the reader could see it. */\n  reportsToName?: string\n}\n\nexport function contactFacts(input: ContactFactsInput): CrmContactFacts {\n  const { row, group, names } = input\n  const facet = readContactFacet(row, group.groupId)\n  const sources = Object.entries(facet.sources ?? {})\n    .filter(([, on]) => on === true)\n    .map(([source]) => CONTACT_SOURCE_LABELS[source as keyof typeof CONTACT_SOURCE_LABELS] ?? '')\n    .filter(Boolean)\n  const interactions = interactionsForGroup(facet.interactions, group.hostIds)\n  const alternates = Array.isArray(row[CONTACT_ALTERNATE_EMAILS_FIELD])\n    ? (row[CONTACT_ALTERNATE_EMAILS_FIELD] as unknown[])\n    : []\n  const emails = [...new Set([row['email'], ...alternates].map(label).filter(Boolean))].slice(0, CRM_FACTS_LIST_MAX)\n  return {\n    record: 'contact',\n    name: label(contactDisplayName(row, group.groupId)),\n    salutation: label(facet.salutation),\n    firstName: label(facet.firstName),\n    lastName: label(facet.lastName),\n    emails,\n    phone: label(facet.phone ?? row['phone']),\n    mobilePhone: label(facet.mobilePhone),\n    homePhone: label(facet.homePhone),\n    otherPhone: label(facet.otherPhone),\n    fax: label(facet.fax),\n    jobTitle: label(facet.jobTitle),\n    department: label(facet.department),\n    birthdate: label(facet.birthdate),\n    assistant: label(facet.assistantName),\n    assistantPhone: label(facet.assistantPhone),\n    reportsTo: label(input.reportsToName),\n    mailingAddress: crmFactAddress(facet.address),\n    otherAddress: crmFactAddress(facet.otherAddress),\n    doNotCall: facet.doNotCall === true,\n    company: label(facet.companyName),\n    lifecycleStage: isContactLifecycleStage(facet.lifecycleStage)\n      ? CONTACT_LIFECYCLE_STAGE_LABELS[facet.lifecycleStage]\n      : '',\n    leadSource: label(facet.leadSource),\n    owner: memberName(names, facet.ownerUid),\n    marketingConsent: crmFactConsent(row, group),\n    tags: tagsOf(facet.tags),\n    sources: [...new Set(sources)].sort(),\n    orders: typeof facet.ordersCount === 'number' && facet.ordersCount > 0 ? Math.floor(facet.ordersCount) : 0,\n    lastPurchase: crmFactDay(facet.lastPurchaseAtMs),\n    since: crmFactDay(row['createdAt']),\n    lastEmailEngagement: crmFactDay(facet.lastEmailEngagementAtMs),\n    custom: crmCustomFacts(facet.custom, 'contact', names?.customFields),\n    notes: crmFactText(facet.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts([\n      ...input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n      ...interactions.map((interaction) => ({ atMs: interaction.atMs, fact: crmInteractionFact(interaction) })),\n    ]),\n    openTasks: crmOpenTaskFacts(input.tasks, input.nowMs, names),\n    deals: crmDealFacts(input.deals, input.pipelines),\n  }\n}\n\nexport interface CompanyFactsInput {\n  company: Partial<CrmCompany>\n  activities: ReadonlyArray<Partial<CrmActivity>>\n  tasks: ReadonlyArray<Partial<CrmTask>>\n  deals: ReadonlyArray<Partial<CrmDeal>>\n  pipelines: ReadonlyMap<string, CrmPipeline>\n  nowMs: number\n  names?: CrmFactsNames\n  /** The parent company's name, when the reader could see it. */\n  parentCompanyName?: string\n}\n\nexport function companyFacts(input: CompanyFactsInput): CrmCompanyFacts {\n  const { company, names } = input\n  return {\n    record: 'company',\n    name: label(company.name),\n    domain: label(company.domain),\n    website: label(company.website),\n    phone: label(company.phone),\n    fax: label(company.fax),\n    industry: label(company.industry),\n    type: label(company.type),\n    rating: label(company.rating),\n    ownership: label(company.ownership),\n    accountSource: label(company.accountSource),\n    employees:\n      typeof company.numberOfEmployees === 'number' && company.numberOfEmployees >= 0\n        ? Math.floor(company.numberOfEmployees)\n        : null,\n    annualRevenue: crmFactMoney(company.annualRevenueCents, company.currency),\n    accountNumber: label(company.accountNumber),\n    site: label(company.site),\n    tickerSymbol: label(company.tickerSymbol),\n    sicCode: label(company.sicCode),\n    billingAddress: crmFactAddress(company.address),\n    shippingAddress: crmFactAddress(company.shippingAddress),\n    parentCompany: label(input.parentCompanyName),\n    owner: memberName(names, company.ownerUid),\n    tags: tagsOf(company.tags),\n    people:\n      typeof company.contactsCount === 'number' && company.contactsCount > 0\n        ? Math.floor(company.contactsCount)\n        : 0,\n    since: crmFactDay(company.createdAt),\n    custom: crmCustomFacts(company.custom, 'company', names?.customFields),\n    notes: crmFactText(company.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n    ),\n    openTasks: crmOpenTaskFacts(input.tasks, input.nowMs, names),\n    deals: crmDealFacts(input.deals, input.pipelines),\n  }\n}\n\nexport interface DealFactsInput {\n  deal: Partial<CrmDeal> & { contactName?: unknown; companyName?: unknown }\n  /** The names of the deal's contacts, by id, as the reader may see them (AGL-3521). */\n  contactNames?: ReadonlyMap<string, string>\n  pipeline: CrmPipeline | null\n  activities: ReadonlyArray<Partial<CrmActivity>>\n  tasks: ReadonlyArray<Partial<CrmTask>>\n  nowMs: number\n  names?: CrmFactsNames\n  /** The name of the campaign the deal is credited to, when the reader could see it. */\n  campaignName?: string\n}\n\nexport function dealFacts(input: DealFactsInput): CrmDealFacts {\n  const { deal, pipeline, names } = input\n  const summary = crmDealFact(deal, pipeline)\n  const stages = [...(pipeline?.stages ?? [])]\n    .sort((a, b) => Number(a.order ?? 0) - Number(b.order ?? 0))\n    .map((stage) => ({\n      id: String(stage.id),\n      name: crmFactText(stage.name, CRM_FACTS_LABEL_MAX),\n      kind: stage.kind === 'won' || stage.kind === 'lost' ? stage.kind : ('open' as const),\n      probability: Math.min(100, Math.max(0, Number(stage.probability) || 0)),\n      forecastCategory: CRM_FORECAST_CATEGORY_LABELS[dealStageForecastCategory(stage)],\n    }))\n  const stage = dealStageById(pipeline ?? undefined, String(deal.stageId ?? ''))\n  const products = (Array.isArray(deal.lineItems) ? deal.lineItems : [])\n    .slice(0, CRM_FACTS_PRODUCTS_MAX)\n    .map((item) => ({\n      name: label(item?.name),\n      quantity: Number(item?.quantity) || 0,\n      unitAmount: crmFactMoney(item?.unitAmountCents, item?.currency ?? deal.currency),\n    }))\n  return {\n    record: 'deal',\n    title: summary.title,\n    pipeline: crmFactText(pipeline?.name, CRM_FACTS_LABEL_MAX),\n    stages,\n    stageId: String(deal.stageId ?? ''),\n    stage: summary.stage,\n    status: summary.status,\n    amount: summary.amount,\n    expectedClose: summary.expectedClose,\n    inStageSince: crmFactDay(deal.stageChangedAtMs),\n    lostReason: label(deal.lostReason),\n    type: label(deal.type),\n    leadSource: label(deal.leadSource),\n    nextStep: crmFactText(deal.nextStep, DEAL_NEXT_STEP_MAX),\n    probability: dealProbability(deal, stage),\n    forecastCategory: CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, stage)],\n    campaign: label(input.campaignName),\n    contact: label(deal.contactName),\n    contactRoles: dealContactRoleFacts(deal, input.contactNames),\n    company: label(deal.companyName),\n    owner: memberName(names, deal.ownerUid),\n    products,\n    since: crmFactDay(deal.createdAt),\n    custom: crmCustomFacts(deal.custom, 'deal', names?.customFields),\n    notes: crmFactText(deal.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n    ),\n    openTasks: crmOpenTaskFacts(input.tasks, input.nowMs, names),\n  }\n}\n\n/**\n * A deal's contact roles as facts (AGL-3521): the Primary first, each by the\n * name the reader resolved — a contact the reader may not see, or could\n * not read, is left out rather than named by id.\n */\nexport function dealContactRoleFacts(\n  deal: { contactId?: unknown; contactRoles?: unknown },\n  names: ReadonlyMap<string, string> = new Map(),\n): CrmContactRoleFact[] {\n  return dealContactRolesOf(deal)\n    .sort((a, b) => Number(b.primary) - Number(a.primary))\n    .filter((row) => names.has(row.contactId))\n    .slice(0, CRM_FACTS_CONTACT_ROLES_MAX)\n    .map((row) => ({\n      name: label(names.get(row.contactId)),\n      role: crmFactText(row.role, CRM_FACTS_LABEL_MAX),\n      primary: row.primary,\n    }))\n}\n\n/** What a lead's capture surfaces are called, the lead history card's words. */\nexport function leadSourceFact(source: string): string {\n  if (source === 'signup') return 'Sign-up'\n  if (source === 'booking') return 'Booking'\n  if (source === 'import') return CONTACT_SOURCE_LABELS.import\n  if (source === 'form' || source.startsWith('form:')) return CONTACT_SOURCE_LABELS.form\n  return 'Other'\n}\n\nexport interface LeadFactsInput {\n  lead: Record<string, unknown>\n  activities: ReadonlyArray<Partial<CrmActivity>>\n  /** The tasks filed against the lead (AGL-3520); none when the reader read none. */\n  tasks?: ReadonlyArray<Partial<CrmTask>>\n  nowMs?: number\n  /** The org's Lead status list, whose label the status fact reads (AGL-3512); the standard ones without it. */\n  leadStatuses?: CrmPicklist\n  /** The site's consent group, which the lead's marketing consent is read under. */\n  group?: ConsentGroup | null\n  names?: CrmFactsNames\n  /** The names of the campaigns the lead is filed under, as the reader resolved them. */\n  campaignNames?: readonly string[]\n}\n\nexport function leadFacts(input: LeadFactsInput): CrmLeadFacts {\n  const { lead, leadStatuses, names } = input\n  const rawSources = Array.isArray(lead['sources'])\n    ? lead['sources']\n    : typeof lead['source'] === 'string'\n      ? [lead['source']]\n      : []\n  const captures = Number(lead['submissionCount'])\n  return {\n    record: 'lead',\n    name: label(lead['name']),\n    salutation: label(lead['salutation']),\n    firstName: label(lead['firstName']),\n    lastName: label(lead['lastName']),\n    email: label(lead['email']),\n    phone: label(lead['phone']),\n    mobilePhone: label(lead['mobilePhone']),\n    fax: label(lead['fax']),\n    website: label(lead['website']),\n    address: crmFactAddress(lead['address'] as Partial<AglynPostalAddress> | null),\n    company: label(lead['company']),\n    jobTitle: label(lead['jobTitle']),\n    leadSource: label(lead['leadSource']),\n    industry: label(lead['industry']),\n    rating: label(lead['rating']),\n    employees:\n      typeof lead['numberOfEmployees'] === 'number' && lead['numberOfEmployees'] >= 0\n        ? Math.floor(lead['numberOfEmployees'])\n        : null,\n    annualRevenue: crmFactMoney(lead['annualRevenueCents'], lead['currency']),\n    doNotCall: lead['doNotCall'] === true,\n    status: crmLeadStatusLabel(lead as { status?: never; statusLabel?: string }, leadStatuses),\n    owner: memberName(names, lead['ownerUid']),\n    campaigns: (input.campaignNames ?? []).map(label).filter(Boolean).slice(0, CRM_FACTS_LIST_MAX),\n    marketingConsent: crmFactConsent(lead, input.group),\n    tags: tagsOf(lead['tags']),\n    sources: [...new Set(rawSources.map((source) => leadSourceFact(String(source))))].sort(),\n    captures: Number.isFinite(captures) && captures > 0 ? Math.floor(captures) : 0,\n    firstSeen: crmFactDay(lead['firstSeenAtMs']),\n    lastSeen: crmFactDay(lead['lastSeenAtMs']),\n    assigned: typeof lead['ownerUid'] === 'string' && lead['ownerUid'] !== '',\n    converted: typeof lead['convertedContactId'] === 'string' && lead['convertedContactId'] !== '',\n    unqualifiedReason: label(lead['unqualifiedReason']),\n    custom: crmCustomFacts(lead['custom'], 'lead', names?.customFields),\n    notes: crmFactText(lead['notes'], CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n    ),\n    openTasks: crmOpenTaskFacts(input.tasks ?? [], input.nowMs ?? Date.now(), names),\n  }\n}\n\n/** A column's kind, as the matcher is told it, for each transfer field type. */\nconst TRANSFER_TYPES: Partial<Record<TransferFieldType, CrmImportFieldType>> = {\n  email: 'email',\n  phone: 'phone',\n  url: 'url',\n  number: 'number',\n  integer: 'number',\n  currency: 'number',\n  percent: 'number',\n  date: 'date',\n  datetime: 'date',\n  boolean: 'yes-no',\n}\n\n/** The fields a transfer catalog lets a file write, as the import facts list them. */\nfunction transferImportFields(fields: readonly TransferField[]): {\n  keys: readonly string[]\n  labels: Record<string, string>\n  required: string\n  types: Record<string, CrmImportFieldType>\n} {\n  const writable = fields.filter((field) => !field.readOnly && !field.derived && !field.system)\n  return {\n    keys: writable.map((field) => field.id),\n    labels: Object.fromEntries(writable.map((field) => [field.id, field.label])),\n    required: writable.find((field) => field.required)?.id ?? '',\n    types: Object.fromEntries(\n      writable.flatMap((field) => (TRANSFER_TYPES[field.type] ? [[field.id, TRANSFER_TYPES[field.type] as CrmImportFieldType]] : [])),\n    ),\n  }\n}\n\n/** The standard fields of each import, with the type a column must hold for each. */\nconst STANDARD_IMPORT_FIELDS: Record<\n  CrmImportFactsCollection,\n  { keys: readonly string[]; labels: Record<string, string>; required: string; types: Record<string, CrmImportFieldType> }\n> = {\n  // The transfer catalogs' own ids (AGL-3527): what the import wizard maps to.\n  contacts: transferImportFields(CONTACT_TRANSFER_FIELDS),\n  companies: transferImportFields(COMPANY_TRANSFER_FIELDS),\n  deals: transferImportFields(DEAL_TRANSFER_FIELDS),\n  leads: transferImportFields(LEAD_TRANSFER_FIELDS),\n}\n\n/** The object a collection's custom fields describe. */\nconst CUSTOM_FIELD_OBJECT: Partial<Record<CrmImportFactsCollection, CrmFieldObject>> = {\n  contacts: 'contact',\n  companies: 'company',\n  deals: 'deal',\n  leads: 'lead',\n}\n\nconst CUSTOM_FIELD_TYPES: Record<string, CrmImportFieldType> = {\n  number: 'number',\n  date: 'date',\n  checkbox: 'yes-no',\n  url: 'url',\n}\n\n/**\n * The fields an import of `collection` may fill: the standard ones in the\n * mapping menu's order, then the org's active custom fields for the record\n * the collection holds, in their own order.\n */\nexport function importFacts(\n  collection: CrmImportFactsCollection,\n  customFields: ReadonlyArray<Partial<ContactFieldDefinition>>,\n): CrmImportFacts {\n  const standard = STANDARD_IMPORT_FIELDS[collection]\n  const object = CUSTOM_FIELD_OBJECT[collection]\n  const custom = object\n    ? customFields\n        .filter((field) => field.key && !field.retiredAt && fieldDefinitionObject(field as ContactFieldDefinition) === object)\n        .sort((a, b) => Number(a.order ?? 0) - Number(b.order ?? 0) || String(a.key).localeCompare(String(b.key)))\n        .slice(0, CRM_FACTS_CUSTOM_FIELDS_MAX)\n        .map((field) => ({\n          key: customImportTarget(String(field.key)),\n          label: crmFactText(field.label, CRM_FACTS_LABEL_MAX) || String(field.key),\n          type: CUSTOM_FIELD_TYPES[String(field.type)] ?? ('text' as const),\n          required: false,\n        }))\n    : []\n  return {\n    record: 'import',\n    collection,\n    fields: [\n      ...standard.keys.map((key) => ({\n        key,\n        label: standard.labels[key] ?? key,\n        type: standard.types[key] ?? ('text' as const),\n        required: key === standard.required,\n      })),\n      ...custom,\n    ],\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/record-facts.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 */\nimport {\n  CONTACT_ALTERNATE_EMAILS_FIELD,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_SOURCE_LABELS,\n  CRM_ACTIVITY_KIND_LABELS,\n  CRM_EMAIL_DELIVERY_STATE_LABELS,\n  CRM_TASK_KIND_LABELS,\n  contactDisplayName,\n  crmLeadStatusLabel,\n  CRM_FORECAST_CATEGORY_LABELS,\n  crmActivityDirection,\n  customImportTarget,\n  DEAL_NEXT_STEP_MAX,\n  dealContactRolesOf,\n  dealForecastCategory,\n  dealProbability,\n  dealStageById,\n  dealStageForecastCategory,\n  fieldDefinitionObject,\n  interactionsForGroup,\n  isContactLifecycleStage,\n  isCrmEmailDeliveryState,\n  readContactFacet,\n  readMarketingBasis,\n  type AglynPostalAddress,\n  type ConsentGroup,\n  type ContactFieldDefinition,\n  type ContactInteraction,\n  type CrmActivity,\n  type CrmCompany,\n  type CrmDeal,\n  type CrmFieldObject,\n  type CrmPicklist,\n  type CrmPipeline,\n  type CrmTask,\n} from '@aglyn/aglyn/server'\nimport { labelContactSource } from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport type { TransferField, TransferFieldType } from '@aglyn/aglyn/data-transfer'\nimport {\n  COMPANY_TRANSFER_FIELDS,\n  CONTACT_TRANSFER_FIELDS,\n  DEAL_TRANSFER_FIELDS,\n  LEAD_TRANSFER_FIELDS,\n} from '../transfer/fields'\n\n/**\n * WHAT THE CRM TELLS ANOTHER PLUGIN ABOUT ONE OF ITS RECORDS (AGL-2917).\n *\n * The facts a reader on the core's record-facts seam reports: one contact,\n * company, deal or lead as a person on the team sees it, and the fields a\n * spreadsheet import may fill. The server half reads the documents and\n * applies who may see them (`server/record-facts.ts`); this half shapes\n * them, so the list below is the whole of what a caller — an assistant\n * summarizing a record, an automation deciding on one — can pass on.\n *\n * ## The whole record (AGL-3520)\n *\n * These builders answer only for an organization with\n * `release_crm_assist_whole_record` on; with it off, the readers answer\n * `record-facts-disclosed.ts`, the fields the published pages promise.\n * A record is reported as the CRM shows it: every standard field —\n * Salesforce's included — with its email addresses, phone numbers, postal\n * addresses, birthdate, assistant and reports-to; the labels of its\n * picklists as the record holds them; its custom field values under their\n * labels; its marketing consent; its notes, newest timeline entries and\n * open tasks and deals. Text a person wrote is reported as written.\n *\n * ## What still never leaves\n *\n * No authentication token, no account identifier and no internal record\n * id. A related record — the company a person works for, the contact a deal\n * is with, the person someone reports to, a parent company, a campaign — is\n * named by its name; a team member by their display name. The one id a\n * caller is handed is a pipeline stage's, which a stage proposal must name.\n * An import catalog carries field keys, labels and types, never a row of\n * the file.\n *\n * ## Bounded\n *\n * Every list and every long text is cut — notes to\n * {@link CRM_FACTS_NOTES_MAX}, a timeline entry to {@link CRM_FACTS_TEXT_MAX},\n * at most {@link CRM_FACTS_CUSTOM_FIELDS_MAX} custom fields — so a record\n * holding everything still fits the request a caller builds from it.\n *\n * ## Stable bytes\n *\n * Every builder writes its keys in one order, dates as UTC calendar days and\n * money as a currency code and a fixed-point amount, so the same records read\n * twice report the same facts — a caller may key a cache on them, and one\n * that does sees a change exactly when something it was told has changed.\n */\n\n/** The records a reader is registered for, by the seam's resource name. */\nexport const CRM_RECORD_FACTS_RESOURCES = {\n  contact: 'crm.contact',\n  company: 'crm.company',\n  deal: 'crm.deal',\n  lead: 'crm.lead',\n} as const\n\nexport type CrmRecordFactsKind = keyof typeof CRM_RECORD_FACTS_RESOURCES\n\n/** The import catalogs, read by collection name as the record id. */\nexport const CRM_IMPORT_FACTS_RESOURCE = 'crm.import'\n\nexport const CRM_IMPORT_FACTS_COLLECTIONS = ['contacts', 'companies', 'deals', 'leads'] as const\n\nexport type CrmImportFactsCollection = (typeof CRM_IMPORT_FACTS_COLLECTIONS)[number]\n\nexport function isCrmImportFactsCollection(value: unknown): value is CrmImportFactsCollection {\n  return typeof value === 'string' && (CRM_IMPORT_FACTS_COLLECTIONS as readonly string[]).includes(value)\n}\n\n/** Newest timeline entries reported for a record. */\nexport const CRM_FACTS_TIMELINE_MAX = 12\n/** Open tasks reported for a record. */\nexport const CRM_FACTS_TASKS_MAX = 8\n/** Deals reported for a contact or a company. */\nexport const CRM_FACTS_DEALS_MAX = 5\n/** Tags reported for a record. */\nexport const CRM_FACTS_TAGS_MAX = 10\n/** How much of a logged activity's text, a capture's summary, a task's notes or a custom value is reported. */\nexport const CRM_FACTS_TEXT_MAX = 280\n/** How much of a record's notes is reported. */\nexport const CRM_FACTS_NOTES_MAX = 600\n/** How long a name, a title or a subject may run. */\nexport const CRM_FACTS_LABEL_MAX = 120\n/** Custom fields an import catalog, or a record, reports. */\nexport const CRM_FACTS_CUSTOM_FIELDS_MAX = 40\n/** Products a deal's facts list. */\nexport const CRM_FACTS_PRODUCTS_MAX = 20\n/** Email addresses and campaigns a record's facts list. */\nexport const CRM_FACTS_LIST_MAX = 10\n\n/** One thing that happened, as a record's timeline reports it. */\nexport interface CrmTimelineFact {\n  /** The UTC day it happened, `YYYY-MM-DD`. */\n  on: string\n  /** What happened: a logged kind (Call, Email) or the capture it came through (Form, Booking). */\n  kind: string\n  /** `outbound` or `inbound` for an email; also `internal` for a call (AGL-3517); absent otherwise. */\n  direction?: string\n  /** Who an email came from and went to, as the activity recorded them (AGL-3520). */\n  from?: string\n  to?: string\n  subject?: string\n  text?: string\n  outcome?: string\n  /** How far a sent email got: Sent, Delivered, Opened, Clicked, Bounced, Complained. */\n  delivery?: string\n}\n\n/** One task still to do. */\nexport interface CrmTaskFact {\n  title: string\n  /** The org's Type label when the task holds one, else its kind's name (AGL-3517). */\n  kind: string\n  /** The meaning — `high`, `normal` or `low` — whatever the org calls it. */\n  priority: string\n  /** The org's Status label (\"In Progress\"), when the task holds one (AGL-3517). */\n  status?: string\n  /** The UTC day it is due, or `null` for a task with no due date. */\n  due: string | null\n  overdue: boolean\n  /** Who it is assigned to, by name (AGL-3520). */\n  assignee?: string\n  /** What the task says beyond its title (AGL-3520). */\n  notes?: string\n}\n\n/** One deal, as a contact's or a company's facts report it. */\nexport interface CrmDealFact {\n  title: string\n  stage: string\n  status: string\n  amount: string | null\n  expectedClose: string | null\n}\n\n/** One custom field's value, under the label the org gave the field (AGL-3520). */\nexport interface CrmCustomFact {\n  label: string\n  value: string\n}\n\n/** One product on a deal (AGL-3520). */\nexport interface CrmProductFact {\n  name: string\n  quantity: number\n  unitAmount: string | null\n}\n\nexport interface CrmContactFacts {\n  record: 'contact'\n  name: string\n  salutation: string\n  firstName: string\n  lastName: string\n  /** Every address the person is reached at: the canonical one first (AGL-3520). */\n  emails: string[]\n  phone: string\n  mobilePhone: string\n  homePhone: string\n  otherPhone: string\n  fax: string\n  jobTitle: string\n  department: string\n  /** A `YYYY-MM-DD` day, or `''`. */\n  birthdate: string\n  assistant: string\n  assistantPhone: string\n  /** The name of the contact the person reports to (AGL-3515). */\n  reportsTo: string\n  mailingAddress: string\n  otherAddress: string\n  /** They asked not to be phoned — a fact an assistant drafting a next step must respect. */\n  doNotCall: boolean\n  company: string\n  lifecycleStage: string\n  leadSource: string\n  owner: string\n  /** Whether the person agreed to marketing email from this site, and since when. */\n  marketingConsent: string\n  tags: string[]\n  /** The captures that met the person: Form, Booking, Customer. */\n  sources: string[]\n  orders: number\n  lastPurchase: string | null\n  since: string | null\n  lastEmailEngagement: string | null\n  custom: CrmCustomFact[]\n  notes: string\n  timeline: CrmTimelineFact[]\n  openTasks: CrmTaskFact[]\n  deals: CrmDealFact[]\n}\n\nexport interface CrmCompanyFacts {\n  record: 'company'\n  name: string\n  domain: string\n  website: string\n  phone: string\n  fax: string\n  industry: string\n  /** Salesforce's Account fields (AGL-3514). */\n  type: string\n  rating: string\n  ownership: string\n  accountSource: string\n  employees: number | null\n  annualRevenue: string | null\n  accountNumber: string\n  site: string\n  tickerSymbol: string\n  sicCode: string\n  billingAddress: string\n  shippingAddress: string\n  /** The name of the company this one sits under. */\n  parentCompany: string\n  owner: string\n  tags: string[]\n  people: number\n  since: string | null\n  custom: CrmCustomFact[]\n  notes: string\n  timeline: CrmTimelineFact[]\n  openTasks: CrmTaskFact[]\n  deals: CrmDealFact[]\n}\n\n/** One stage of a deal's pipeline, in order. */\nexport interface CrmStageFact {\n  id: string\n  name: string\n  kind: 'open' | 'won' | 'lost'\n  /** Chance of closing from the stage, 0–100 (AGL-3516). */\n  probability: number\n  /** The forecast category a deal takes in the stage, as its label. */\n  forecastCategory: string\n}\n\n/** One contact on a deal, as the facts name them (AGL-3521). */\nexport interface CrmContactRoleFact {\n  /** The person's name, or `''` where it could not be read. */\n  name: string\n  /** The role's label, or `''` for none. */\n  role: string\n  primary: boolean\n}\n\n/** The contacts a deal's facts name — the committee, not the whole list. */\nexport const CRM_FACTS_CONTACT_ROLES_MAX = 10\n\nexport interface CrmDealFacts {\n  record: 'deal'\n  title: string\n  pipeline: string\n  stages: CrmStageFact[]\n  stageId: string\n  stage: string\n  status: string\n  amount: string | null\n  expectedClose: string | null\n  inStageSince: string | null\n  lostReason: string\n  /*\n   * Salesforce's Opportunity fields (AGL-3516).\n   */\n  type: string\n  leadSource: string\n  nextStep: string\n  /** The deal's own odds when it overrides the stage's, else the stage's; `null` for neither. */\n  probability: number | null\n  /** The forecast category's label. */\n  forecastCategory: string\n  /** The campaign the deal is credited to, by name (AGL-3520). */\n  campaign: string\n  /** The name of the person the deal is with, as the deal copied it. */\n  contact: string\n  /**\n   * Every contact on the deal and the part each plays (AGL-3521), the\n   * Primary first — named as the reader resolved them, at most\n   * {@link CRM_FACTS_CONTACT_ROLES_MAX}.\n   */\n  contactRoles: CrmContactRoleFact[]\n  company: string\n  owner: string\n  products: CrmProductFact[]\n  since: string | null\n  custom: CrmCustomFact[]\n  notes: string\n  timeline: CrmTimelineFact[]\n  openTasks: CrmTaskFact[]\n}\n\nexport interface CrmLeadFacts {\n  record: 'lead'\n  name: string\n  /*\n   * The lead's own profile and Salesforce's standard lead fields\n   * (AGL-3231, AGL-3513), with how to reach the person (AGL-3520).\n   */\n  salutation: string\n  firstName: string\n  lastName: string\n  email: string\n  phone: string\n  mobilePhone: string\n  fax: string\n  website: string\n  address: string\n  company: string\n  jobTitle: string\n  leadSource: string\n  industry: string\n  rating: string\n  employees: number | null\n  annualRevenue: string | null\n  /** They asked not to be phoned — a fact an assistant drafting a next step must respect. */\n  doNotCall: boolean\n  status: string\n  owner: string\n  /** The campaigns the lead is filed under, by name. */\n  campaigns: string[]\n  marketingConsent: string\n  tags: string[]\n  /** Where the lead was captured: Form, Booking, Sign-up, Import. */\n  sources: string[]\n  captures: number\n  firstSeen: string | null\n  lastSeen: string | null\n  assigned: boolean\n  converted: boolean\n  unqualifiedReason: string\n  custom: CrmCustomFact[]\n  notes: string\n  timeline: CrmTimelineFact[]\n  openTasks: CrmTaskFact[]\n}\n\nexport type CrmRecordFacts = CrmContactFacts | CrmCompanyFacts | CrmDealFacts | CrmLeadFacts\n\n/** What a column of a file may hold, as an import field expects it. */\nexport type CrmImportFieldType = 'email' | 'phone' | 'number' | 'date' | 'yes-no' | 'url' | 'text'\n\n/** One field an import may fill. */\nexport interface CrmImportFieldFact {\n  /** The mapping target: a standard field's key, or `custom:<key>`. */\n  key: string\n  label: string\n  type: CrmImportFieldType\n  required: boolean\n}\n\nexport interface CrmImportFacts {\n  record: 'import'\n  collection: CrmImportFactsCollection\n  fields: CrmImportFieldFact[]\n}\n\n/**\n * What the server half resolves for a builder, because a fact names a\n * related record or a person and the builder reads no document: a team\n * member's display name, the record's custom field definitions, and the\n * names of the records it points at.\n */\nexport interface CrmFactsNames {\n  /** A team member's display name for a uid; `''` when the roster has none. */\n  member?: (uid: string) => string\n  /** The org's custom field definitions, every object's; each builder takes its own. */\n  customFields?: ReadonlyArray<Partial<ContactFieldDefinition>>\n}\n\nconst DAY_MS = 86_400_000\n\n/** A value as trimmed, single-spaced text of at most `max` characters. */\nexport function crmFactText(value: unknown, max: number): string {\n  if (typeof value !== 'string') return ''\n  const text = value.replace(/\\s+/g, ' ').trim()\n  return text.length > max ? `${text.slice(0, max - 1).trimEnd()}…` : text\n}\n\n/** Epoch millis, a `Date` or a stored timestamp, as epoch millis; `null` for anything else. */\nexport function crmFactMillis(value: unknown): number | null {\n  if (typeof value === 'number') return Number.isFinite(value) && value > 0 ? value : null\n  if (value instanceof Date) return Number.isFinite(value.getTime()) ? value.getTime() : null\n  const toMillis = (value as { toMillis?: () => number } | null | undefined)?.toMillis\n  if (typeof toMillis === 'function') {\n    const millis = toMillis.call(value)\n    return Number.isFinite(millis) ? millis : null\n  }\n  return null\n}\n\n/** A UTC calendar day, `YYYY-MM-DD`, or `null`. */\nexport function crmFactDay(value: unknown): string | null {\n  const millis = crmFactMillis(value)\n  return millis === null ? null : new Date(millis).toISOString().slice(0, 10)\n}\n\n/** An amount as a currency code and a fixed-point figure: `USD 1250.00`. */\nexport function crmFactMoney(cents: unknown, currency: unknown): string | null {\n  if (typeof cents !== 'number' || !Number.isFinite(cents)) return null\n  const code = (typeof currency === 'string' && /^[a-z]{3}$/i.test(currency) ? currency : 'usd').toUpperCase()\n  return `${code} ${(cents / 100).toFixed(2)}`\n}\n\n/** A postal address on one line, its parts in the order an envelope writes them; `''` for none. */\nexport function crmFactAddress(address: Partial<AglynPostalAddress> | null | undefined): string {\n  if (!address || typeof address !== 'object') return ''\n  const part = (value: unknown) => crmFactText(value, CRM_FACTS_LABEL_MAX)\n  const cityLine = [part(address.city), [part(address.state), part(address.postalCode)].filter(Boolean).join(' ')]\n    .filter(Boolean)\n    .join(', ')\n  return [part(address.line1), part(address.line2), cityLine, part(address.country)].filter(Boolean).join(', ')\n}\n\n/** A marketing basis as a sentence's worth: opted in (and since when), declined, or nothing recorded. */\nexport function crmFactConsent(record: Record<string, unknown>, group: ConsentGroup | null | undefined): string {\n  if (!group) return ''\n  const consent = readMarketingBasis(record, group)\n  if (consent.basis === 'granted') {\n    const since = crmFactDay(consent.basisAtMs)\n    return since ? `opted in on ${since}` : 'opted in'\n  }\n  return consent.basis === 'declined' ? 'declined' : 'none recorded'\n}\n\n/** A custom value as text: a day for a date, yes or no for a checkbox. */\nfunction customValueText(value: unknown, type: unknown): string {\n  if (value === null || value === undefined || value === '') return ''\n  if (typeof value === 'boolean') return value ? 'yes' : 'no'\n  if (type === 'date') return crmFactDay(typeof value === 'string' ? Date.parse(value) : value) ?? crmFactText(String(value), CRM_FACTS_TEXT_MAX)\n  if (typeof value === 'number') return Number.isFinite(value) ? String(value) : ''\n  return crmFactText(String(value), CRM_FACTS_TEXT_MAX)\n}\n\n/**\n * A record's custom values under their fields' labels, in the fields'\n * order — the active fields of `object` first, then a value whose field was\n * retired or never defined, under its key.\n */\nexport function crmCustomFacts(\n  custom: unknown,\n  object: CrmFieldObject,\n  definitions: ReadonlyArray<Partial<ContactFieldDefinition>> = [],\n): CrmCustomFact[] {\n  if (!custom || typeof custom !== 'object' || Array.isArray(custom)) return []\n  const values = custom as Record<string, unknown>\n  const own = definitions\n    .filter((field) => field.key && fieldDefinitionObject(field as ContactFieldDefinition) === object)\n    .sort(\n      (a, b) =>\n        Number(Boolean(a.retiredAt)) - Number(Boolean(b.retiredAt)) ||\n        Number(a.order ?? 0) - Number(b.order ?? 0) ||\n        String(a.key).localeCompare(String(b.key)),\n    )\n  const facts: CrmCustomFact[] = []\n  const seen = new Set<string>()\n  for (const field of own) {\n    const key = String(field.key)\n    seen.add(key)\n    const value = customValueText(values[key], field.type)\n    if (value) facts.push({ label: crmFactText(field.label, CRM_FACTS_LABEL_MAX) || key, value })\n  }\n  for (const key of Object.keys(values).sort()) {\n    if (seen.has(key)) continue\n    const value = customValueText(values[key], undefined)\n    if (value) facts.push({ label: key, value })\n  }\n  return facts.slice(0, CRM_FACTS_CUSTOM_FIELDS_MAX)\n}\n\nfunction tagsOf(value: unknown): string[] {\n  return Array.isArray(value)\n    ? value\n        .map((tag) => crmFactText(tag, 40))\n        .filter(Boolean)\n        .slice(0, CRM_FACTS_TAGS_MAX)\n    : []\n}\n\nconst memberName = (names: CrmFactsNames | undefined, uid: unknown): string =>\n  typeof uid === 'string' && uid ? crmFactText(names?.member?.(uid) ?? '', CRM_FACTS_LABEL_MAX) : ''\n\n/** A logged activity as a timeline entry. */\nexport function crmActivityFact(activity: Partial<CrmActivity>): CrmTimelineFact | null {\n  const on = crmFactDay(activity.atMs)\n  if (!on) return null\n  const kind = activity.kind && CRM_ACTIVITY_KIND_LABELS[activity.kind] ? activity.kind : 'other'\n  const fact: CrmTimelineFact = { on, kind: CRM_ACTIVITY_KIND_LABELS[kind] }\n  const direction = crmActivityDirection(kind, activity.direction)\n  if (direction) fact.direction = direction\n  const from = crmFactText(activity.from, CRM_FACTS_LABEL_MAX)\n  if (from) fact.from = from\n  const to = crmFactText(activity.to, CRM_FACTS_LABEL_MAX)\n  if (to) fact.to = to\n  const subject = crmFactText(activity.subject ?? activity.threadSubject, CRM_FACTS_LABEL_MAX)\n  if (subject) fact.subject = subject\n  const text = crmFactText(activity.body, CRM_FACTS_TEXT_MAX)\n  if (text) fact.text = text\n  const outcome = crmFactText(activity.outcome, CRM_FACTS_LABEL_MAX)\n  if (outcome) fact.outcome = outcome\n  if (kind === 'email' && isCrmEmailDeliveryState(activity.deliveryState)) {\n    fact.delivery = CRM_EMAIL_DELIVERY_STATE_LABELS[activity.deliveryState]\n  }\n  return fact\n}\n\n/** A capture the platform recorded on a contact, as a timeline entry. */\nexport function crmInteractionFact(interaction: Partial<ContactInteraction>): CrmTimelineFact | null {\n  const on = crmFactDay(interaction.atMs)\n  if (!on) return null\n  const kind = labelContactSource(interaction.type, 'Capture')\n  const text = crmFactText(interaction.summary, CRM_FACTS_TEXT_MAX)\n  return text ? { on, kind, text } : { on, kind }\n}\n\n/**\n * Timeline entries newest first, at most {@link CRM_FACTS_TIMELINE_MAX}. A\n * tie keeps the order the entries arrived in, so the same reads report the\n * same list.\n */\nexport function crmTimelineFacts(\n  entries: ReadonlyArray<{ atMs: unknown; fact: CrmTimelineFact | null }>,\n): CrmTimelineFact[] {\n  return entries\n    .map((entry, index) => ({ at: crmFactMillis(entry.atMs) ?? 0, index, fact: entry.fact }))\n    .filter((entry): entry is { at: number; index: number; fact: CrmTimelineFact } => entry.fact !== null)\n    .sort((a, b) => b.at - a.at || a.index - b.index)\n    .slice(0, CRM_FACTS_TIMELINE_MAX)\n    .map((entry) => entry.fact)\n}\n\n/** The open tasks among `tasks`, soonest due first, undated last. */\nexport function crmOpenTaskFacts(\n  tasks: ReadonlyArray<Partial<CrmTask>>,\n  nowMs: number,\n  names?: CrmFactsNames,\n): CrmTaskFact[] {\n  return tasks\n    .filter((task) => task.status !== 'done' && crmFactText(task.title, CRM_FACTS_LABEL_MAX))\n    .map((task, index) => ({ task, index, due: crmFactMillis(task.dueAtMs) }))\n    .sort((a, b) => (a.due ?? Number.POSITIVE_INFINITY) - (b.due ?? Number.POSITIVE_INFINITY) || a.index - b.index)\n    .slice(0, CRM_FACTS_TASKS_MAX)\n    .map(({ task, due }) => {\n      const assignee = memberName(names, task.assigneeUid)\n      const notes = crmFactText(task.notes, CRM_FACTS_TEXT_MAX)\n      return {\n        title: crmFactText(task.title, CRM_FACTS_LABEL_MAX),\n        kind:\n          crmFactText(task.typeLabel, CRM_FACTS_LABEL_MAX) ||\n          (task.kind && CRM_TASK_KIND_LABELS[task.kind] ? CRM_TASK_KIND_LABELS[task.kind] : 'To-do'),\n        priority: task.priority === 'high' || task.priority === 'low' ? task.priority : 'normal',\n        ...(crmFactText(task.statusLabel, CRM_FACTS_LABEL_MAX)\n          ? { status: crmFactText(task.statusLabel, CRM_FACTS_LABEL_MAX) }\n          : {}),\n        due: due === null ? null : crmFactDay(due),\n        // Overdue by the UTC day: a task due today is not overdue until tomorrow.\n        overdue: due !== null && Math.floor(due / DAY_MS) < Math.floor(nowMs / DAY_MS),\n        ...(assignee ? { assignee } : {}),\n        ...(notes ? { notes } : {}),\n      }\n    })\n}\n\n/** One deal, with its stage named by the pipeline it is in. */\nexport function crmDealFact(deal: Partial<CrmDeal>, pipeline: CrmPipeline | null | undefined): CrmDealFact {\n  const stage = dealStageById(pipeline ?? undefined, String(deal.stageId ?? ''))\n  return {\n    title: crmFactText(deal.title, CRM_FACTS_LABEL_MAX),\n    stage: crmFactText(stage?.name, CRM_FACTS_LABEL_MAX),\n    status: deal.status === 'won' || deal.status === 'lost' ? deal.status : 'open',\n    amount: crmFactMoney(deal.amountCents, deal.currency),\n    expectedClose: crmFactDay(deal.expectedCloseAtMs),\n  }\n}\n\n/** Deals, open ones first, then most recently updated. */\nexport function crmDealFacts(\n  deals: ReadonlyArray<Partial<CrmDeal>>,\n  pipelines: ReadonlyMap<string, CrmPipeline>,\n): CrmDealFact[] {\n  return deals\n    .map((deal, index) => ({ deal, index, updated: crmFactMillis(deal.updatedAt) ?? 0 }))\n    .sort(\n      (a, b) =>\n        Number(a.deal.status !== 'open') - Number(b.deal.status !== 'open') ||\n        b.updated - a.updated ||\n        a.index - b.index,\n    )\n    .slice(0, CRM_FACTS_DEALS_MAX)\n    .map(({ deal }) => crmDealFact(deal, pipelines.get(String(deal.pipelineId ?? ''))))\n}\n\nconst label = (value: unknown) => crmFactText(value, CRM_FACTS_LABEL_MAX)\n\nexport interface ContactFactsInput {\n  row: Record<string, unknown>\n  /** The holder whose facet the person is read through. */\n  group: ConsentGroup\n  activities: ReadonlyArray<Partial<CrmActivity>>\n  tasks: ReadonlyArray<Partial<CrmTask>>\n  deals: ReadonlyArray<Partial<CrmDeal>>\n  pipelines: ReadonlyMap<string, CrmPipeline>\n  nowMs: number\n  names?: CrmFactsNames\n  /** The name of the contact the holder's reports-to names, when the reader could see it. */\n  reportsToName?: string\n}\n\nexport function contactFacts(input: ContactFactsInput): CrmContactFacts {\n  const { row, group, names } = input\n  const facet = readContactFacet(row, group.groupId)\n  const sources = Object.entries(facet.sources ?? {})\n    .filter(([, on]) => on === true)\n    .map(([source]) => labelContactSource(source, ''))\n    .filter(Boolean)\n  const interactions = interactionsForGroup(facet.interactions, group.hostIds)\n  const alternates = Array.isArray(row[CONTACT_ALTERNATE_EMAILS_FIELD])\n    ? (row[CONTACT_ALTERNATE_EMAILS_FIELD] as unknown[])\n    : []\n  const emails = [...new Set([row['email'], ...alternates].map(label).filter(Boolean))].slice(0, CRM_FACTS_LIST_MAX)\n  return {\n    record: 'contact',\n    name: label(contactDisplayName(row, group.groupId)),\n    salutation: label(facet.salutation),\n    firstName: label(facet.firstName),\n    lastName: label(facet.lastName),\n    emails,\n    phone: label(facet.phone ?? row['phone']),\n    mobilePhone: label(facet.mobilePhone),\n    homePhone: label(facet.homePhone),\n    otherPhone: label(facet.otherPhone),\n    fax: label(facet.fax),\n    jobTitle: label(facet.jobTitle),\n    department: label(facet.department),\n    birthdate: label(facet.birthdate),\n    assistant: label(facet.assistantName),\n    assistantPhone: label(facet.assistantPhone),\n    reportsTo: label(input.reportsToName),\n    mailingAddress: crmFactAddress(facet.address),\n    otherAddress: crmFactAddress(facet.otherAddress),\n    doNotCall: facet.doNotCall === true,\n    company: label(facet.companyName),\n    lifecycleStage: isContactLifecycleStage(facet.lifecycleStage)\n      ? CONTACT_LIFECYCLE_STAGE_LABELS[facet.lifecycleStage]\n      : '',\n    leadSource: label(facet.leadSource),\n    owner: memberName(names, facet.ownerUid),\n    marketingConsent: crmFactConsent(row, group),\n    tags: tagsOf(facet.tags),\n    sources: [...new Set(sources)].sort(),\n    orders: typeof facet.ordersCount === 'number' && facet.ordersCount > 0 ? Math.floor(facet.ordersCount) : 0,\n    lastPurchase: crmFactDay(facet.lastPurchaseAtMs),\n    since: crmFactDay(row['createdAt']),\n    lastEmailEngagement: crmFactDay(facet.lastEmailEngagementAtMs),\n    custom: crmCustomFacts(facet.custom, 'contact', names?.customFields),\n    notes: crmFactText(facet.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts([\n      ...input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n      ...interactions.map((interaction) => ({ atMs: interaction.atMs, fact: crmInteractionFact(interaction) })),\n    ]),\n    openTasks: crmOpenTaskFacts(input.tasks, input.nowMs, names),\n    deals: crmDealFacts(input.deals, input.pipelines),\n  }\n}\n\nexport interface CompanyFactsInput {\n  company: Partial<CrmCompany>\n  activities: ReadonlyArray<Partial<CrmActivity>>\n  tasks: ReadonlyArray<Partial<CrmTask>>\n  deals: ReadonlyArray<Partial<CrmDeal>>\n  pipelines: ReadonlyMap<string, CrmPipeline>\n  nowMs: number\n  names?: CrmFactsNames\n  /** The parent company's name, when the reader could see it. */\n  parentCompanyName?: string\n}\n\nexport function companyFacts(input: CompanyFactsInput): CrmCompanyFacts {\n  const { company, names } = input\n  return {\n    record: 'company',\n    name: label(company.name),\n    domain: label(company.domain),\n    website: label(company.website),\n    phone: label(company.phone),\n    fax: label(company.fax),\n    industry: label(company.industry),\n    type: label(company.type),\n    rating: label(company.rating),\n    ownership: label(company.ownership),\n    accountSource: label(company.accountSource),\n    employees:\n      typeof company.numberOfEmployees === 'number' && company.numberOfEmployees >= 0\n        ? Math.floor(company.numberOfEmployees)\n        : null,\n    annualRevenue: crmFactMoney(company.annualRevenueCents, company.currency),\n    accountNumber: label(company.accountNumber),\n    site: label(company.site),\n    tickerSymbol: label(company.tickerSymbol),\n    sicCode: label(company.sicCode),\n    billingAddress: crmFactAddress(company.address),\n    shippingAddress: crmFactAddress(company.shippingAddress),\n    parentCompany: label(input.parentCompanyName),\n    owner: memberName(names, company.ownerUid),\n    tags: tagsOf(company.tags),\n    people:\n      typeof company.contactsCount === 'number' && company.contactsCount > 0\n        ? Math.floor(company.contactsCount)\n        : 0,\n    since: crmFactDay(company.createdAt),\n    custom: crmCustomFacts(company.custom, 'company', names?.customFields),\n    notes: crmFactText(company.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n    ),\n    openTasks: crmOpenTaskFacts(input.tasks, input.nowMs, names),\n    deals: crmDealFacts(input.deals, input.pipelines),\n  }\n}\n\nexport interface DealFactsInput {\n  deal: Partial<CrmDeal> & { contactName?: unknown; companyName?: unknown }\n  /** The names of the deal's contacts, by id, as the reader may see them (AGL-3521). */\n  contactNames?: ReadonlyMap<string, string>\n  pipeline: CrmPipeline | null\n  activities: ReadonlyArray<Partial<CrmActivity>>\n  tasks: ReadonlyArray<Partial<CrmTask>>\n  nowMs: number\n  names?: CrmFactsNames\n  /** The name of the campaign the deal is credited to, when the reader could see it. */\n  campaignName?: string\n}\n\nexport function dealFacts(input: DealFactsInput): CrmDealFacts {\n  const { deal, pipeline, names } = input\n  const summary = crmDealFact(deal, pipeline)\n  const stages = [...(pipeline?.stages ?? [])]\n    .sort((a, b) => Number(a.order ?? 0) - Number(b.order ?? 0))\n    .map((stage) => ({\n      id: String(stage.id),\n      name: crmFactText(stage.name, CRM_FACTS_LABEL_MAX),\n      kind: stage.kind === 'won' || stage.kind === 'lost' ? stage.kind : ('open' as const),\n      probability: Math.min(100, Math.max(0, Number(stage.probability) || 0)),\n      forecastCategory: CRM_FORECAST_CATEGORY_LABELS[dealStageForecastCategory(stage)],\n    }))\n  const stage = dealStageById(pipeline ?? undefined, String(deal.stageId ?? ''))\n  const products = (Array.isArray(deal.lineItems) ? deal.lineItems : [])\n    .slice(0, CRM_FACTS_PRODUCTS_MAX)\n    .map((item) => ({\n      name: label(item?.name),\n      quantity: Number(item?.quantity) || 0,\n      unitAmount: crmFactMoney(item?.unitAmountCents, item?.currency ?? deal.currency),\n    }))\n  return {\n    record: 'deal',\n    title: summary.title,\n    pipeline: crmFactText(pipeline?.name, CRM_FACTS_LABEL_MAX),\n    stages,\n    stageId: String(deal.stageId ?? ''),\n    stage: summary.stage,\n    status: summary.status,\n    amount: summary.amount,\n    expectedClose: summary.expectedClose,\n    inStageSince: crmFactDay(deal.stageChangedAtMs),\n    lostReason: label(deal.lostReason),\n    type: label(deal.type),\n    leadSource: label(deal.leadSource),\n    nextStep: crmFactText(deal.nextStep, DEAL_NEXT_STEP_MAX),\n    probability: dealProbability(deal, stage),\n    forecastCategory: CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, stage)],\n    campaign: label(input.campaignName),\n    contact: label(deal.contactName),\n    contactRoles: dealContactRoleFacts(deal, input.contactNames),\n    company: label(deal.companyName),\n    owner: memberName(names, deal.ownerUid),\n    products,\n    since: crmFactDay(deal.createdAt),\n    custom: crmCustomFacts(deal.custom, 'deal', names?.customFields),\n    notes: crmFactText(deal.notes, CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n    ),\n    openTasks: crmOpenTaskFacts(input.tasks, input.nowMs, names),\n  }\n}\n\n/**\n * A deal's contact roles as facts (AGL-3521): the Primary first, each by the\n * name the reader resolved — a contact the reader may not see, or could\n * not read, is left out rather than named by id.\n */\nexport function dealContactRoleFacts(\n  deal: { contactId?: unknown; contactRoles?: unknown },\n  names: ReadonlyMap<string, string> = new Map(),\n): CrmContactRoleFact[] {\n  return dealContactRolesOf(deal)\n    .sort((a, b) => Number(b.primary) - Number(a.primary))\n    .filter((row) => names.has(row.contactId))\n    .slice(0, CRM_FACTS_CONTACT_ROLES_MAX)\n    .map((row) => ({\n      name: label(names.get(row.contactId)),\n      role: crmFactText(row.role, CRM_FACTS_LABEL_MAX),\n      primary: row.primary,\n    }))\n}\n\n/** What a lead's capture surfaces are called, the lead history card's words. */\nexport function leadSourceFact(source: string): string {\n  if (source === 'signup') return 'Sign-up'\n  if (source === 'booking') return 'Booking'\n  if (source === 'import') return CONTACT_SOURCE_LABELS.import\n  if (source === 'form' || source.startsWith('form:')) return CONTACT_SOURCE_LABELS.form\n  return 'Other'\n}\n\nexport interface LeadFactsInput {\n  lead: Record<string, unknown>\n  activities: ReadonlyArray<Partial<CrmActivity>>\n  /** The tasks filed against the lead (AGL-3520); none when the reader read none. */\n  tasks?: ReadonlyArray<Partial<CrmTask>>\n  nowMs?: number\n  /** The org's Lead status list, whose label the status fact reads (AGL-3512); the standard ones without it. */\n  leadStatuses?: CrmPicklist\n  /** The site's consent group, which the lead's marketing consent is read under. */\n  group?: ConsentGroup | null\n  names?: CrmFactsNames\n  /** The names of the campaigns the lead is filed under, as the reader resolved them. */\n  campaignNames?: readonly string[]\n}\n\nexport function leadFacts(input: LeadFactsInput): CrmLeadFacts {\n  const { lead, leadStatuses, names } = input\n  const rawSources = Array.isArray(lead['sources'])\n    ? lead['sources']\n    : typeof lead['source'] === 'string'\n      ? [lead['source']]\n      : []\n  const captures = Number(lead['submissionCount'])\n  return {\n    record: 'lead',\n    name: label(lead['name']),\n    salutation: label(lead['salutation']),\n    firstName: label(lead['firstName']),\n    lastName: label(lead['lastName']),\n    email: label(lead['email']),\n    phone: label(lead['phone']),\n    mobilePhone: label(lead['mobilePhone']),\n    fax: label(lead['fax']),\n    website: label(lead['website']),\n    address: crmFactAddress(lead['address'] as Partial<AglynPostalAddress> | null),\n    company: label(lead['company']),\n    jobTitle: label(lead['jobTitle']),\n    leadSource: label(lead['leadSource']),\n    industry: label(lead['industry']),\n    rating: label(lead['rating']),\n    employees:\n      typeof lead['numberOfEmployees'] === 'number' && lead['numberOfEmployees'] >= 0\n        ? Math.floor(lead['numberOfEmployees'])\n        : null,\n    annualRevenue: crmFactMoney(lead['annualRevenueCents'], lead['currency']),\n    doNotCall: lead['doNotCall'] === true,\n    status: crmLeadStatusLabel(lead as { status?: never; statusLabel?: string }, leadStatuses),\n    owner: memberName(names, lead['ownerUid']),\n    campaigns: (input.campaignNames ?? []).map(label).filter(Boolean).slice(0, CRM_FACTS_LIST_MAX),\n    marketingConsent: crmFactConsent(lead, input.group),\n    tags: tagsOf(lead['tags']),\n    sources: [...new Set(rawSources.map((source) => leadSourceFact(String(source))))].sort(),\n    captures: Number.isFinite(captures) && captures > 0 ? Math.floor(captures) : 0,\n    firstSeen: crmFactDay(lead['firstSeenAtMs']),\n    lastSeen: crmFactDay(lead['lastSeenAtMs']),\n    assigned: typeof lead['ownerUid'] === 'string' && lead['ownerUid'] !== '',\n    converted: typeof lead['convertedContactId'] === 'string' && lead['convertedContactId'] !== '',\n    unqualifiedReason: label(lead['unqualifiedReason']),\n    custom: crmCustomFacts(lead['custom'], 'lead', names?.customFields),\n    notes: crmFactText(lead['notes'], CRM_FACTS_NOTES_MAX),\n    timeline: crmTimelineFacts(\n      input.activities.map((activity) => ({ atMs: activity.atMs, fact: crmActivityFact(activity) })),\n    ),\n    openTasks: crmOpenTaskFacts(input.tasks ?? [], input.nowMs ?? Date.now(), names),\n  }\n}\n\n/** A column's kind, as the matcher is told it, for each transfer field type. */\nconst TRANSFER_TYPES: Partial<Record<TransferFieldType, CrmImportFieldType>> = {\n  email: 'email',\n  phone: 'phone',\n  url: 'url',\n  number: 'number',\n  integer: 'number',\n  currency: 'number',\n  percent: 'number',\n  date: 'date',\n  datetime: 'date',\n  boolean: 'yes-no',\n}\n\n/** The fields a transfer catalog lets a file write, as the import facts list them. */\nfunction transferImportFields(fields: readonly TransferField[]): {\n  keys: readonly string[]\n  labels: Record<string, string>\n  required: string\n  types: Record<string, CrmImportFieldType>\n} {\n  const writable = fields.filter((field) => !field.readOnly && !field.derived && !field.system)\n  return {\n    keys: writable.map((field) => field.id),\n    labels: Object.fromEntries(writable.map((field) => [field.id, field.label])),\n    required: writable.find((field) => field.required)?.id ?? 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package/src/lib/server/capture-contact.d.ts

@@ -14,7 +14,7 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import type { PluginContactCaptureRequest, PluginContactCaptured } from '@aglyn/aglyn/plugin-manager/plugin-contact-capture';
+import { type PluginContactCaptureRequest, type PluginContactCaptured } from '@aglyn/aglyn/plugin-manager/plugin-contact-capture';
 import { type ContactSource } from '@aglyn/aglyn/app-utils/contacts';
 /**
  * The CRM answering the platform's contact-capture contract (AGL-3080).
@@ -94,9 +94,9 @@ export declare function leadCreatedPayload(lead: {
  * than rejected — refusing it would lose a third-party plugin's capture over
  * a label, and the capture is the part that matters.
  *
- * ⛔ What it costs, until the union is widened: the console's source filter
- * and `SOURCE_LABELS` key on these values, so an undeclared word renders raw
- * and matches no filter. Every first-party silo uses a word in the union, so
- * nothing does that today.
+ * A declared word READS by its plugin's label (`labelContactSource`, AGL-4042:
+ * the waivers plugin's `waiver`). ⛔ What it still costs, until the union is
+ * widened: the console's source filter keys on the union, so a plugin's word
+ * matches no filter option, and an UNDECLARED word also renders raw.
  */
 export declare function contactSourceOf(source: string): ContactSource;

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

@@ -1,3 +1,4 @@
+import { _ as _extends } from "@swc/helpers/_/_extends";
 /**
  * @license
  * Copyright 2026 Aglyn LLC
@@ -13,7 +14,7 @@
  * 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 { _ as _extends } from "@swc/helpers/_/_extends";
+ */ import { pluginContactSource } from "@aglyn/aglyn/plugin-manager/plugin-contact-capture";
 import { CONTACT_SOURCE_LABELS } from "@aglyn/aglyn/app-utils/contacts";
 import { formLeadSource } from "@aglyn/aglyn/app-utils/forms";
 import { normalizePhone } from "@aglyn/aglyn/foundation/definitions/contact.types";
@@ -401,13 +402,13 @@ import { crmRecordOriginWriter } from "./record-origin.js";
  * than rejected — refusing it would lose a third-party plugin's capture over
  * a label, and the capture is the part that matters.
  *
- * ⛔ What it costs, until the union is widened: the console's source filter
- * and `SOURCE_LABELS` key on these values, so an undeclared word renders raw
- * and matches no filter. Every first-party silo uses a word in the union, so
- * nothing does that today.
+ * A declared word READS by its plugin's label (`labelContactSource`, AGL-4042:
+ * the waivers plugin's `waiver`). ⛔ What it still costs, until the union is
+ * widened: the console's source filter keys on the union, so a plugin's word
+ * matches no filter option, and an UNDECLARED word also renders raw.
  */ export function contactSourceOf(source) {
     const word = String(source != null ? source : '').trim();
-    if (!Object.hasOwn(CONTACT_SOURCE_LABELS, word)) {
+    if (!Object.hasOwn(CONTACT_SOURCE_LABELS, word) && !pluginContactSource(word)) {
         // Said once, where somebody debugging an unlabelled row will find it.
         // Not a refusal: the capture is worth more than the label.
         console.warn(`crm contact capture: source "${word}" has no label, so it will render ` + 'raw and match no filter in the console.');

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/capture-contact.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type {\n  PluginContactCaptureRequest,\n  PluginContactCaptured,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ContactSource,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport { formLeadSource } from '@aglyn/aglyn/app-utils/forms'\nimport { normalizePhone } from '@aglyn/aglyn/foundation/definitions/contact.types'\nimport {\n  type CrmLeadFields,\n  isCrmLeadOpen,\n  normalizeContactEmail,\n  personKey,\n} from '@aglyn/aglyn/server'\nimport { captureHostContact } from './capture-host-contact'\nimport { contactCaptureActor } from '@aglyn/tenant-runtime/capture-actor'\nimport { emitHostEvent } from '@aglyn/tenant-runtime/emit-host-event'\nimport {\n  addHostLeadOutcome,\n  findContactByEmail,\n  firebaseAdmin,\n  orgDataCollectionForHost,\n  readLeadForHost,\n  type UpsertHostContactOptions,\n} from '@aglyn/tenant-data-admin'\nimport {\n  CONVERSION_TOUCH_DETAIL,\n  type PluginConversionTouch,\n} from '@aglyn/aglyn/plugin-manager/plugin-conversion-credit'\nimport { convertOpenLeadOntoContact } from './convert-open-lead'\nimport { crmRecordOriginWriter } from './record-origin'\n\n/**\n * The CRM answering the platform's contact-capture contract (AGL-3080).\n *\n * Four silos meet the same person — a form submission, a member signing up,\n * an order, a booking — and none of them is the record system. Each holds an\n * address, a name and the fact that something happened, and each wants the\n * workspace's person record to know. Today each imports `captureHostContact`\n * directly, which is the highest fan-in edge in the repo and makes the CRM\n * something a storefront cannot take a payment without.\n *\n * So this is the CRM's side of the seam: the silo reports what it saw, and\n * the plugin that keeps people decides everything a record system decides —\n * keying the address, whether this is somebody new, the audience band, the\n * erasure rows, the company, the owner, and what a new person sets off.\n * `captureHostContact` already does all of that; this translates the\n * contract's vocabulary into its options and its verdict back.\n *\n * ⚠️ IT NEVER THROWS. Every caller has already done the thing it is\n * recording — the submission was accepted, the order was paid — so a refusal\n * is RETURNED and costs the silo nothing. A throw here would lose an order\n * for a contact that could not be filed.\n */\n/**\n * WHICH RECORD A CAPTURE LANDS ON (AGL-3232) — the Salesforce rule, decided\n * here because the CRM is the plugin that models both records.\n *\n * One person is one record: a LEAD until somebody qualifies them, a CONTACT\n * after. Every door used to write both — a lead-routed form filed a lead\n * AND a contact at stage Lead — so one person sat in two lists and the Leads\n * queue was never the whole story. Now a door says what kind of surface it\n * is (`request.surface`) and this decides:\n *\n *  - a LEAD surface files a lead, unless the workspace already holds the\n *    address as a contact — a customer who books a demo is a customer's\n *    interaction, not a new lead — in which case the capture lands on the\n *    contact and no lead is filed;\n *  - a RELATIONSHIP (a member account, a purchase) makes the contact, and\n *    an open lead the site held for the address is stamped converted onto\n *    it, so nobody keeps working a lead who already joined or bought;\n *  - a TOUCH (an unrouted form, a newsletter opt-in) lands on the open lead\n *    when the site holds one — its consent and its history stay on the one\n *    record the rep is working — and on the contact otherwise.\n *\n * A lead is filed through `addHostLead`, the one writer of the leads silo,\n * so it is keyed on the person, counted against the ceiling and carries the\n * campaign touch the door resolved. A NEW lead announces itself with the\n * `lead` host event, which is what a \"new lead\" automation listens for; a\n * repeat capture on a lead the site already held announces nothing, the\n * way a repeat visit by a contact is an interaction and not a creation.\n */\nexport async function captureContactForCrm(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  const surface = request.surface ?? 'touch'\n  // The one refusal every surface shares, answered before any read: an\n  // address nothing can key is a person nothing can record.\n  if (!normalizeContactEmail(request.identity.email)) return refusedEmail()\n  try {\n    if (surface === 'lead') {\n      if (!(await heldAsContact(request))) return await stampedAfter(request, fileLead(request))\n    } else if (surface === 'touch') {\n      if (await openLeadFor(request)) return await stampedAfter(request, fileLead(request))\n    }\n    const verdict = await captureOnContact(request)\n    if (verdict.ok) await stampOrigin(request)\n    if (verdict.ok && verdict.record === 'contact' && surface === 'relationship') {\n      await convertOpenLeadOntoContact({\n        hostId: request.hostId,\n        email: request.identity.email,\n        contactId: verdict.contactId,\n        // Money changing hands is a purchase whichever door took it — a paid\n        // booking or a stay is one as much as an order is.\n        by:\n          request.interaction.source === 'order' || (request.purchaseCents ?? 0) > 0\n            ? 'purchase'\n            : 'signup',\n      })\n    }\n    return verdict\n  } catch (error) {\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/**\n * WHERE THE PERSON CAME FROM (AGL-3519): the door's word — a form, a\n * booking, a newsletter, a member, an order — as the built-in Lead source\n * it names, on a record the capture just started and that names none. A\n * person met before keeps whatever lead source they hold, or the lack of one.\n * Never fails the capture: the writer swallows its own errors.\n */\nasync function stampOrigin(request: PluginContactCaptureRequest): Promise<void> {\n  await crmRecordOriginWriter.stamp({\n    hostId: request.hostId,\n    email: normalizeContactEmail(request.identity.email) ?? '',\n    origin: request.interaction.source,\n    firstTouchOnly: true,\n  })\n}\n\n/** A filed lead's verdict, after its origin is stamped when the filing took. */\nasync function stampedAfter(\n  request: PluginContactCaptureRequest,\n  filed: Promise<PluginContactCaptured>,\n): Promise<PluginContactCaptured> {\n  const verdict = await filed\n  if (verdict.ok) await stampOrigin(request)\n  return verdict\n}\n\n/** The refusal every door gets for an address nothing can key. */\nfunction refusedEmail(): PluginContactCaptured {\n  return { ok: false, reason: 'invalid-email', error: refusalText('invalid-email') }\n}\n\n/**\n * Whether the workspace already holds the address as a contact — the\n * address index first, then the query, the same lookup every dedupe uses.\n * ORG-wide, not scoped to the capturing site: the contact door dedupes\n * across every site in the org, so a person any site holds as a contact\n * is a contact, whichever site met them this time.\n */\nasync function heldAsContact(request: PluginContactCaptureRequest): Promise<boolean> {\n  const contacts = await orgDataCollectionForHost(request.hostId, 'contacts')\n  return (await findContactByEmail(contacts, request.identity.email)) !== null\n}\n\n/** Whether the site holds an OPEN lead for the address — neither converted nor closed. */\nasync function openLeadFor(request: PluginContactCaptureRequest): Promise<boolean> {\n  const key = personKey(request.identity.email) as string\n  /*\n   * Through the seam, which reads the org row and falls back to a lead the\n   * backfill has not reached (AGL-3275). UNSCOPED on purpose: a sibling brand\n   * in the same consent group has to find this person, or its door concludes\n   * there is no lead and files the duplicate this migration exists to end.\n   */\n  const snapshot = await readLeadForHost(request.hostId, key)\n  if (!snapshot) return false\n  const lead = (snapshot.data() ?? {}) as Record<string, unknown> & CrmLeadFields\n  return !lead.convertedContactId && isCrmLeadOpen(lead)\n}\n\n/**\n * The capture as a LEAD. The source string is the lead silo's own\n * vocabulary — `form:{formId}` for a form, the door's word otherwise — so\n * a lead's provenance survives the form being renamed, as the submission's\n * does.\n */\nasync function fileLead(request: PluginContactCaptureRequest): Promise<PluginContactCaptured> {\n  const email = normalizeContactEmail(request.identity.email) as string\n  const key = personKey(email) as string\n  const hostRef = firebaseAdmin.app().firestore().collection('hosts').doc(request.hostId)\n  // `addHostLead` resolves and writes the org collection itself (AGL-3275);\n  // this only needs to know whether the person is new, which decides the event.\n  const created = !(await readLeadForHost(request.hostId, key))\n  const { formId } = entryPointOf(request.detail)\n  const source =\n    request.interaction.source === 'form' && formId\n      ? formLeadSource(formId)\n      : request.interaction.source\n  const outcome = await addHostLeadOutcome({\n    hostRef,\n    hostId: request.hostId,\n    lead: {\n      email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source,\n      ...(request.marketingConsent ? { marketingConsent: true } : {}),\n      ...disclosureOf(request),\n      // Filed under the surface's campaigns, as the contact door files a\n      // contact (AGL-3458): a lead-routed form in a campaign makes a lead\n      // in that campaign.\n      ...campaignsFiledUnder(request),\n      ...phoneFillOf(request),\n    },\n    ...(conversionTouchOf(request.detail).conversionTouch\n      ? { touch: conversionTouchOf(request.detail).conversionTouch }\n      : {}),\n  })\n  if (!outcome.stored) {\n    return {\n      ok: false,\n      reason: 'band',\n      error: 'This site is at the number of leads it may hold, so the lead was not recorded.',\n    }\n  }\n  if (created) {\n    const cause = contactCaptureActor(\n      request.interaction.source,\n      email,\n      request.actor,\n    )\n    await emitHostEvent(\n      request.hostId,\n      'lead',\n      leadCreatedPayload({\n        leadId: key,\n        email,\n        name: request.identity.name,\n        source,\n        hostId: request.hostId,\n        formId,\n        campaignIds: campaignsFiledUnder(request).campaignIds,\n      }),\n      cause ? { actor: cause } : {},\n    )\n  }\n  return { ok: true, record: 'lead', leadId: key, created, sourceAdded: outcome.sourceAdded }\n}\n\n/**\n * The `lead` payload (AGL-3458), as the scalars an event may carry — the\n * shape `contactCreatedPayload` gives a new contact, so one condition reads\n * the same on either event: `name` always present, empty when the door had\n * none; `formId` only when a form filed the lead, so `notEmpty` on it reads\n * as \"came in through a form\" and `equals` picks one form's people out; and\n * `campaignIds` comma-joined, only when the surface is filed under any.\n */\nexport function leadCreatedPayload(lead: {\n  leadId: string\n  email: string\n  name?: string | null\n  source: string\n  hostId: string\n  formId?: string | null\n  campaignIds?: readonly string[]\n}): Record<string, string> {\n  const formId = String(lead.formId ?? '').trim()\n  return {\n    leadId: lead.leadId,\n    email: lead.email,\n    name: String(lead.name ?? '').trim(),\n    source: lead.source,\n    hostId: lead.hostId,\n    ...(formId ? { formId } : {}),\n    ...(lead.campaignIds?.length ? { campaignIds: lead.campaignIds.join(',') } : {}),\n  }\n}\n\n/** The capture as a CONTACT — what every capture was before the rule above. */\nasync function captureOnContact(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  try {\n    const verdict = await captureHostContact({\n      ...(request.actor ? { actor: request.actor } : {}),\n      hostId: request.hostId,\n      email: request.identity.email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source: contactSourceOf(request.interaction.source),\n      interaction: {\n        ...(request.interaction.atMs === undefined\n          ? {}\n          : { atMs: request.interaction.atMs }),\n        ...(request.interaction.refId ? { refId: request.interaction.refId } : {}),\n        ...(request.interaction.summary\n          ? { summary: request.interaction.summary }\n          : {}),\n        ...entryPointOf(request.detail),\n      },\n      ...conversionTouchOf(request.detail),\n      ...(request.marketingConsent === undefined\n        ? {}\n        : { marketingConsent: request.marketingConsent }),\n      ...disclosureOf(request),\n      ...(request.tags?.length ? { tags: request.tags } : {}),\n      ...campaignsFiledUnder(request),\n      ...(request.purchaseCents === undefined\n        ? {}\n        : { purchaseCents: request.purchaseCents }),\n      ...(request.purchaseCurrency\n        ? { purchaseCurrency: request.purchaseCurrency }\n        : {}),\n      ...(request.lifecycleFloor\n        ? { initialLifecycleStage: request.lifecycleFloor as never }\n        : {}),\n      ...(request.profile ? { facet: request.profile as never } : {}),\n      ...(phoneFillOf(request).phoneFill\n        ? { facetFill: { phone: phoneFillOf(request).phoneFill } }\n        : {}),\n    })\n    if ('refused' in verdict) {\n      return { ok: false, reason: verdict.refused, error: refusalText(verdict.refused) }\n    }\n    return {\n      ok: true,\n      record: 'contact',\n      contactId: verdict.contactId,\n      created: verdict.created,\n    }\n  } catch (error) {\n    /*\n     * The contract's `error` is the last state, not a channel for a stack:\n     * a silo may show or log it as it stands, so it says what happened and\n     * names nothing internal. The detail goes to the log, where whoever is\n     * debugging a missing contact will look.\n     */\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/**\n * THE DISCLOSURE the capture surface rendered, handed to whichever record the\n * capture lands on (AGL-3320).\n *\n * Passed through unread: both writers resolve the site's group themselves and\n * pool the opt-in only when this is its current key, so a lead and a contact\n * written by one capture record the same sites. A string or nothing, since\n * the writers compare it exactly and anything else could only fail to match.\n */\nfunction disclosureOf(\n  request: PluginContactCaptureRequest,\n): { disclosedConsentGroup?: string } {\n  const key = request.disclosedConsentGroup\n  return typeof key === 'string' && key ? { disclosedConsentGroup: key } : {}\n}\n\n/**\n * THE PHONE A CAPTURE LEARNED IN PASSING (AGL-3493), off `profileFill`.\n *\n * Normalized here so a lead and a contact written by one capture keep the\n * same E.164 string, and dropped when it will not normalize: a fill is an\n * enrichment, and a number in some other shape on the record is the\n * \"stored three ways\" failure `normalizePhone` exists to end. Both writers\n * put it only where the record holds no phone.\n */\nfunction phoneFillOf(request: PluginContactCaptureRequest): { phoneFill?: string } {\n  const raw = request.profileFill?.['phone']\n  const phone = typeof raw === 'string' ? normalizePhone(raw) : null\n  return phone ? { phoneFill: phone } : {}\n}\n\n/**\n * THE ENTRY POINT, off the silo's own `detail` bag (AGL-3080).\n *\n * The contract carries a capture's silo-side facts opaquely, so the two the\n * CRM models are picked out here rather than typed into the platform. Both\n * ride the INTERACTION, which is where `upsertHostContact` already keeps\n * them: which form a person came in through routes the owner-assignment\n * rules and rides the `contactCreated` payload, and the page is what a\n * timeline row says about where they were.\n *\n * Absent, misspelled or the wrong type is the same answer as a door that\n * never had one — a capture without an entry point, which is every capture\n * that did not come through a form. It is never a reason to refuse: the\n * person is the part that matters.\n */\nfunction entryPointOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): { formId?: string; path?: string } {\n  const text = (value: unknown): string | undefined =>\n    typeof value === 'string' && value.trim() ? value : undefined\n  const formId = text(detail?.['formId'])\n  const path = text(detail?.['path'])\n  return {\n    ...(formId ? { formId } : {}),\n    ...(path ? { path } : {}),\n  }\n}\n\n/**\n * The campaigns the capture surface is filed under, as the contact writer\n * records them. A capture names what its surface is filed under by container\n * kind; the CRM keeps the `campaign` kind on the person's site facet, and a\n * kind it does not keep is the capture's to name and the CRM's to ignore.\n */\nfunction campaignsFiledUnder(\n  request: PluginContactCaptureRequest,\n): Pick<UpsertHostContactOptions, 'campaignIds'> {\n  const ids = request.containers?.['campaign'] ?? []\n  return ids.length ? { campaignIds: ids } : {}\n}\n\n/**\n * WHERE THE VISITOR CAME FROM, off the same bag.\n *\n * ⚠️ A different fact from `campaignIds` and the two must never be folded\n * together — `upsert-contact.ts` says so at the field itself. A touch is the\n * ad or the link the visitor arrived by, already resolved by the plugin that\n * credits outcomes (`plugin-conversion-credit`) at the silo's door;\n * `campaignIds` is which campaigns the merchant filed the capture SURFACE\n * under, which is true of everybody who fills that form in. Folding them\n * would credit a campaign for a visitor who typed the address.\n *\n * Passed through as the silo handed it, unread: the touch's shape belongs\n * to the creditor that resolved it, and the creditor checks it again when\n * the contact or the lead is credited. Only its presence is decided here,\n * because `null` and absent mean the same thing to the writer and a caller\n * should not have to know which one it sends.\n */\nfunction conversionTouchOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): Pick<UpsertHostContactOptions, 'conversionTouch'> {\n  const touch = detail?.[CONVERSION_TOUCH_DETAIL]\n  return touch && typeof touch === 'object'\n    ? { conversionTouch: touch as PluginConversionTouch }\n    : {}\n}\n\n/**\n * The silo's word for its door, as a source the CRM stores.\n *\n * ⚠️ `ContactSource` is a CLOSED union and the contract's `source` is an open\n * string, deliberately: a silo declares its door with\n * `registerPluginContactSource` rather than core enumerating every plugin's.\n * The two meet here, and a word outside the union is passed through rather\n * than rejected — refusing it would lose a third-party plugin's capture over\n * a label, and the capture is the part that matters.\n *\n * ⛔ What it costs, until the union is widened: the console's source filter\n * and `SOURCE_LABELS` key on these values, so an undeclared word renders raw\n * and matches no filter. Every first-party silo uses a word in the union, so\n * nothing does that today.\n */\nexport function contactSourceOf(source: string): ContactSource {\n  const word = String(source ?? '').trim()\n  if (!Object.hasOwn(CONTACT_SOURCE_LABELS, word)) {\n    // Said once, where somebody debugging an unlabelled row will find it.\n    // Not a refusal: the capture is worth more than the label.\n    console.warn(\n      `crm contact capture: source \"${word}\" has no label, so it will render ` +\n        'raw and match no filter in the console.',\n    )\n  }\n  return word as ContactSource\n}\n\n/** What a refused caller is told — customer-safe, and never a key. */\nfunction refusalText(reason: 'invalid-email' | 'band' | 'erased' | 'error'): string {\n  switch (reason) {\n    case 'invalid-email':\n      return 'That address could not be read, so no contact was recorded.'\n    case 'band':\n      return 'This workspace is at the number of contacts its plan holds.'\n    case 'erased':\n      return 'This person was erased from this workspace and was not recreated.'\n    default:\n      return 'The contact could not be recorded. Nothing else was affected.'\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/capture-contact.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  pluginContactSource,\n  type PluginContactCaptureRequest,\n  type PluginContactCaptured,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ContactSource,\n} from '@aglyn/aglyn/app-utils/contacts'\nimport { formLeadSource } from '@aglyn/aglyn/app-utils/forms'\nimport { normalizePhone } from '@aglyn/aglyn/foundation/definitions/contact.types'\nimport {\n  type CrmLeadFields,\n  isCrmLeadOpen,\n  normalizeContactEmail,\n  personKey,\n} from '@aglyn/aglyn/server'\nimport { captureHostContact } from './capture-host-contact'\nimport { contactCaptureActor } from '@aglyn/tenant-runtime/capture-actor'\nimport { emitHostEvent } from '@aglyn/tenant-runtime/emit-host-event'\nimport {\n  addHostLeadOutcome,\n  findContactByEmail,\n  firebaseAdmin,\n  orgDataCollectionForHost,\n  readLeadForHost,\n  type UpsertHostContactOptions,\n} from '@aglyn/tenant-data-admin'\nimport {\n  CONVERSION_TOUCH_DETAIL,\n  type PluginConversionTouch,\n} from '@aglyn/aglyn/plugin-manager/plugin-conversion-credit'\nimport { convertOpenLeadOntoContact } from './convert-open-lead'\nimport { crmRecordOriginWriter } from './record-origin'\n\n/**\n * The CRM answering the platform's contact-capture contract (AGL-3080).\n *\n * Four silos meet the same person — a form submission, a member signing up,\n * an order, a booking — and none of them is the record system. Each holds an\n * address, a name and the fact that something happened, and each wants the\n * workspace's person record to know. Today each imports `captureHostContact`\n * directly, which is the highest fan-in edge in the repo and makes the CRM\n * something a storefront cannot take a payment without.\n *\n * So this is the CRM's side of the seam: the silo reports what it saw, and\n * the plugin that keeps people decides everything a record system decides —\n * keying the address, whether this is somebody new, the audience band, the\n * erasure rows, the company, the owner, and what a new person sets off.\n * `captureHostContact` already does all of that; this translates the\n * contract's vocabulary into its options and its verdict back.\n *\n * ⚠️ IT NEVER THROWS. Every caller has already done the thing it is\n * recording — the submission was accepted, the order was paid — so a refusal\n * is RETURNED and costs the silo nothing. A throw here would lose an order\n * for a contact that could not be filed.\n */\n/**\n * WHICH RECORD A CAPTURE LANDS ON (AGL-3232) — the Salesforce rule, decided\n * here because the CRM is the plugin that models both records.\n *\n * One person is one record: a LEAD until somebody qualifies them, a CONTACT\n * after. Every door used to write both — a lead-routed form filed a lead\n * AND a contact at stage Lead — so one person sat in two lists and the Leads\n * queue was never the whole story. Now a door says what kind of surface it\n * is (`request.surface`) and this decides:\n *\n *  - a LEAD surface files a lead, unless the workspace already holds the\n *    address as a contact — a customer who books a demo is a customer's\n *    interaction, not a new lead — in which case the capture lands on the\n *    contact and no lead is filed;\n *  - a RELATIONSHIP (a member account, a purchase) makes the contact, and\n *    an open lead the site held for the address is stamped converted onto\n *    it, so nobody keeps working a lead who already joined or bought;\n *  - a TOUCH (an unrouted form, a newsletter opt-in) lands on the open lead\n *    when the site holds one — its consent and its history stay on the one\n *    record the rep is working — and on the contact otherwise.\n *\n * A lead is filed through `addHostLead`, the one writer of the leads silo,\n * so it is keyed on the person, counted against the ceiling and carries the\n * campaign touch the door resolved. A NEW lead announces itself with the\n * `lead` host event, which is what a \"new lead\" automation listens for; a\n * repeat capture on a lead the site already held announces nothing, the\n * way a repeat visit by a contact is an interaction and not a creation.\n */\nexport async function captureContactForCrm(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  const surface = request.surface ?? 'touch'\n  // The one refusal every surface shares, answered before any read: an\n  // address nothing can key is a person nothing can record.\n  if (!normalizeContactEmail(request.identity.email)) return refusedEmail()\n  try {\n    if (surface === 'lead') {\n      if (!(await heldAsContact(request))) return await stampedAfter(request, fileLead(request))\n    } else if (surface === 'touch') {\n      if (await openLeadFor(request)) return await stampedAfter(request, fileLead(request))\n    }\n    const verdict = await captureOnContact(request)\n    if (verdict.ok) await stampOrigin(request)\n    if (verdict.ok && verdict.record === 'contact' && surface === 'relationship') {\n      await convertOpenLeadOntoContact({\n        hostId: request.hostId,\n        email: request.identity.email,\n        contactId: verdict.contactId,\n        // Money changing hands is a purchase whichever door took it — a paid\n        // booking or a stay is one as much as an order is.\n        by:\n          request.interaction.source === 'order' || (request.purchaseCents ?? 0) > 0\n            ? 'purchase'\n            : 'signup',\n      })\n    }\n    return verdict\n  } catch (error) {\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/**\n * WHERE THE PERSON CAME FROM (AGL-3519): the door's word — a form, a\n * booking, a newsletter, a member, an order — as the built-in Lead source\n * it names, on a record the capture just started and that names none. A\n * person met before keeps whatever lead source they hold, or the lack of one.\n * Never fails the capture: the writer swallows its own errors.\n */\nasync function stampOrigin(request: PluginContactCaptureRequest): Promise<void> {\n  await crmRecordOriginWriter.stamp({\n    hostId: request.hostId,\n    email: normalizeContactEmail(request.identity.email) ?? '',\n    origin: request.interaction.source,\n    firstTouchOnly: true,\n  })\n}\n\n/** A filed lead's verdict, after its origin is stamped when the filing took. */\nasync function stampedAfter(\n  request: PluginContactCaptureRequest,\n  filed: Promise<PluginContactCaptured>,\n): Promise<PluginContactCaptured> {\n  const verdict = await filed\n  if (verdict.ok) await stampOrigin(request)\n  return verdict\n}\n\n/** The refusal every door gets for an address nothing can key. */\nfunction refusedEmail(): PluginContactCaptured {\n  return { ok: false, reason: 'invalid-email', error: refusalText('invalid-email') }\n}\n\n/**\n * Whether the workspace already holds the address as a contact — the\n * address index first, then the query, the same lookup every dedupe uses.\n * ORG-wide, not scoped to the capturing site: the contact door dedupes\n * across every site in the org, so a person any site holds as a contact\n * is a contact, whichever site met them this time.\n */\nasync function heldAsContact(request: PluginContactCaptureRequest): Promise<boolean> {\n  const contacts = await orgDataCollectionForHost(request.hostId, 'contacts')\n  return (await findContactByEmail(contacts, request.identity.email)) !== null\n}\n\n/** Whether the site holds an OPEN lead for the address — neither converted nor closed. */\nasync function openLeadFor(request: PluginContactCaptureRequest): Promise<boolean> {\n  const key = personKey(request.identity.email) as string\n  /*\n   * Through the seam, which reads the org row and falls back to a lead the\n   * backfill has not reached (AGL-3275). UNSCOPED on purpose: a sibling brand\n   * in the same consent group has to find this person, or its door concludes\n   * there is no lead and files the duplicate this migration exists to end.\n   */\n  const snapshot = await readLeadForHost(request.hostId, key)\n  if (!snapshot) return false\n  const lead = (snapshot.data() ?? {}) as Record<string, unknown> & CrmLeadFields\n  return !lead.convertedContactId && isCrmLeadOpen(lead)\n}\n\n/**\n * The capture as a LEAD. The source string is the lead silo's own\n * vocabulary — `form:{formId}` for a form, the door's word otherwise — so\n * a lead's provenance survives the form being renamed, as the submission's\n * does.\n */\nasync function fileLead(request: PluginContactCaptureRequest): Promise<PluginContactCaptured> {\n  const email = normalizeContactEmail(request.identity.email) as string\n  const key = personKey(email) as string\n  const hostRef = firebaseAdmin.app().firestore().collection('hosts').doc(request.hostId)\n  // `addHostLead` resolves and writes the org collection itself (AGL-3275);\n  // this only needs to know whether the person is new, which decides the event.\n  const created = !(await readLeadForHost(request.hostId, key))\n  const { formId } = entryPointOf(request.detail)\n  const source =\n    request.interaction.source === 'form' && formId\n      ? formLeadSource(formId)\n      : request.interaction.source\n  const outcome = await addHostLeadOutcome({\n    hostRef,\n    hostId: request.hostId,\n    lead: {\n      email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source,\n      ...(request.marketingConsent ? { marketingConsent: true } : {}),\n      ...disclosureOf(request),\n      // Filed under the surface's campaigns, as the contact door files a\n      // contact (AGL-3458): a lead-routed form in a campaign makes a lead\n      // in that campaign.\n      ...campaignsFiledUnder(request),\n      ...phoneFillOf(request),\n    },\n    ...(conversionTouchOf(request.detail).conversionTouch\n      ? { touch: conversionTouchOf(request.detail).conversionTouch }\n      : {}),\n  })\n  if (!outcome.stored) {\n    return {\n      ok: false,\n      reason: 'band',\n      error: 'This site is at the number of leads it may hold, so the lead was not recorded.',\n    }\n  }\n  if (created) {\n    const cause = contactCaptureActor(\n      request.interaction.source,\n      email,\n      request.actor,\n    )\n    await emitHostEvent(\n      request.hostId,\n      'lead',\n      leadCreatedPayload({\n        leadId: key,\n        email,\n        name: request.identity.name,\n        source,\n        hostId: request.hostId,\n        formId,\n        campaignIds: campaignsFiledUnder(request).campaignIds,\n      }),\n      cause ? { actor: cause } : {},\n    )\n  }\n  return { ok: true, record: 'lead', leadId: key, created, sourceAdded: outcome.sourceAdded }\n}\n\n/**\n * The `lead` payload (AGL-3458), as the scalars an event may carry — the\n * shape `contactCreatedPayload` gives a new contact, so one condition reads\n * the same on either event: `name` always present, empty when the door had\n * none; `formId` only when a form filed the lead, so `notEmpty` on it reads\n * as \"came in through a form\" and `equals` picks one form's people out; and\n * `campaignIds` comma-joined, only when the surface is filed under any.\n */\nexport function leadCreatedPayload(lead: {\n  leadId: string\n  email: string\n  name?: string | null\n  source: string\n  hostId: string\n  formId?: string | null\n  campaignIds?: readonly string[]\n}): Record<string, string> {\n  const formId = String(lead.formId ?? '').trim()\n  return {\n    leadId: lead.leadId,\n    email: lead.email,\n    name: String(lead.name ?? '').trim(),\n    source: lead.source,\n    hostId: lead.hostId,\n    ...(formId ? { formId } : {}),\n    ...(lead.campaignIds?.length ? { campaignIds: lead.campaignIds.join(',') } : {}),\n  }\n}\n\n/** The capture as a CONTACT — what every capture was before the rule above. */\nasync function captureOnContact(\n  request: PluginContactCaptureRequest,\n): Promise<PluginContactCaptured> {\n  try {\n    const verdict = await captureHostContact({\n      ...(request.actor ? { actor: request.actor } : {}),\n      hostId: request.hostId,\n      email: request.identity.email,\n      ...(request.identity.name ? { name: request.identity.name } : {}),\n      source: contactSourceOf(request.interaction.source),\n      interaction: {\n        ...(request.interaction.atMs === undefined\n          ? {}\n          : { atMs: request.interaction.atMs }),\n        ...(request.interaction.refId ? { refId: request.interaction.refId } : {}),\n        ...(request.interaction.summary\n          ? { summary: request.interaction.summary }\n          : {}),\n        ...entryPointOf(request.detail),\n      },\n      ...conversionTouchOf(request.detail),\n      ...(request.marketingConsent === undefined\n        ? {}\n        : { marketingConsent: request.marketingConsent }),\n      ...disclosureOf(request),\n      ...(request.tags?.length ? { tags: request.tags } : {}),\n      ...campaignsFiledUnder(request),\n      ...(request.purchaseCents === undefined\n        ? {}\n        : { purchaseCents: request.purchaseCents }),\n      ...(request.purchaseCurrency\n        ? { purchaseCurrency: request.purchaseCurrency }\n        : {}),\n      ...(request.lifecycleFloor\n        ? { initialLifecycleStage: request.lifecycleFloor as never }\n        : {}),\n      ...(request.profile ? { facet: request.profile as never } : {}),\n      ...(phoneFillOf(request).phoneFill\n        ? { facetFill: { phone: phoneFillOf(request).phoneFill } }\n        : {}),\n    })\n    if ('refused' in verdict) {\n      return { ok: false, reason: verdict.refused, error: refusalText(verdict.refused) }\n    }\n    return {\n      ok: true,\n      record: 'contact',\n      contactId: verdict.contactId,\n      created: verdict.created,\n    }\n  } catch (error) {\n    /*\n     * The contract's `error` is the last state, not a channel for a stack:\n     * a silo may show or log it as it stands, so it says what happened and\n     * names nothing internal. The detail goes to the log, where whoever is\n     * debugging a missing contact will look.\n     */\n    console.error('crm contact capture failed', error)\n    return {\n      ok: false,\n      reason: 'error',\n      error: 'The contact could not be recorded. Nothing else was affected.',\n    }\n  }\n}\n\n/**\n * THE DISCLOSURE the capture surface rendered, handed to whichever record the\n * capture lands on (AGL-3320).\n *\n * Passed through unread: both writers resolve the site's group themselves and\n * pool the opt-in only when this is its current key, so a lead and a contact\n * written by one capture record the same sites. A string or nothing, since\n * the writers compare it exactly and anything else could only fail to match.\n */\nfunction disclosureOf(\n  request: PluginContactCaptureRequest,\n): { disclosedConsentGroup?: string } {\n  const key = request.disclosedConsentGroup\n  return typeof key === 'string' && key ? { disclosedConsentGroup: key } : {}\n}\n\n/**\n * THE PHONE A CAPTURE LEARNED IN PASSING (AGL-3493), off `profileFill`.\n *\n * Normalized here so a lead and a contact written by one capture keep the\n * same E.164 string, and dropped when it will not normalize: a fill is an\n * enrichment, and a number in some other shape on the record is the\n * \"stored three ways\" failure `normalizePhone` exists to end. Both writers\n * put it only where the record holds no phone.\n */\nfunction phoneFillOf(request: PluginContactCaptureRequest): { phoneFill?: string } {\n  const raw = request.profileFill?.['phone']\n  const phone = typeof raw === 'string' ? normalizePhone(raw) : null\n  return phone ? { phoneFill: phone } : {}\n}\n\n/**\n * THE ENTRY POINT, off the silo's own `detail` bag (AGL-3080).\n *\n * The contract carries a capture's silo-side facts opaquely, so the two the\n * CRM models are picked out here rather than typed into the platform. Both\n * ride the INTERACTION, which is where `upsertHostContact` already keeps\n * them: which form a person came in through routes the owner-assignment\n * rules and rides the `contactCreated` payload, and the page is what a\n * timeline row says about where they were.\n *\n * Absent, misspelled or the wrong type is the same answer as a door that\n * never had one — a capture without an entry point, which is every capture\n * that did not come through a form. It is never a reason to refuse: the\n * person is the part that matters.\n */\nfunction entryPointOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): { formId?: string; path?: string } {\n  const text = (value: unknown): string | undefined =>\n    typeof value === 'string' && value.trim() ? value : undefined\n  const formId = text(detail?.['formId'])\n  const path = text(detail?.['path'])\n  return {\n    ...(formId ? { formId } : {}),\n    ...(path ? { path } : {}),\n  }\n}\n\n/**\n * The campaigns the capture surface is filed under, as the contact writer\n * records them. A capture names what its surface is filed under by container\n * kind; the CRM keeps the `campaign` kind on the person's site facet, and a\n * kind it does not keep is the capture's to name and the CRM's to ignore.\n */\nfunction campaignsFiledUnder(\n  request: PluginContactCaptureRequest,\n): Pick<UpsertHostContactOptions, 'campaignIds'> {\n  const ids = request.containers?.['campaign'] ?? []\n  return ids.length ? { campaignIds: ids } : {}\n}\n\n/**\n * WHERE THE VISITOR CAME FROM, off the same bag.\n *\n * ⚠️ A different fact from `campaignIds` and the two must never be folded\n * together — `upsert-contact.ts` says so at the field itself. A touch is the\n * ad or the link the visitor arrived by, already resolved by the plugin that\n * credits outcomes (`plugin-conversion-credit`) at the silo's door;\n * `campaignIds` is which campaigns the merchant filed the capture SURFACE\n * under, which is true of everybody who fills that form in. Folding them\n * would credit a campaign for a visitor who typed the address.\n *\n * Passed through as the silo handed it, unread: the touch's shape belongs\n * to the creditor that resolved it, and the creditor checks it again when\n * the contact or the lead is credited. Only its presence is decided here,\n * because `null` and absent mean the same thing to the writer and a caller\n * should not have to know which one it sends.\n */\nfunction conversionTouchOf(\n  detail: Readonly<Record<string, unknown>> | undefined,\n): Pick<UpsertHostContactOptions, 'conversionTouch'> {\n  const touch = detail?.[CONVERSION_TOUCH_DETAIL]\n  return touch && typeof touch === 'object'\n    ? { conversionTouch: touch as PluginConversionTouch }\n    : {}\n}\n\n/**\n * The silo's word for its door, as a source the CRM stores.\n *\n * ⚠️ `ContactSource` is a CLOSED union and the contract's `source` is an open\n * string, deliberately: a silo declares its door with\n * `registerPluginContactSource` rather than core enumerating every plugin's.\n * The two meet here, and a word outside the union is passed through rather\n * than rejected — refusing it would lose a third-party plugin's capture over\n * a label, and the capture is the part that matters.\n *\n * A declared word READS by its plugin's label (`labelContactSource`, AGL-4042:\n * the waivers plugin's `waiver`). ⛔ What it still costs, until the union is\n * widened: the console's source filter keys on the union, so a plugin's word\n * matches no filter option, and an UNDECLARED word also renders raw.\n */\nexport function contactSourceOf(source: string): ContactSource {\n  const word = String(source ?? 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Nothing else was affected.'\n  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