@aglyn/plugins-crm 1.0.0 → 1.2.0

package/src/lib/server/api-v1/openapi.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/server/api-v1/openapi.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  type ApiV1ResourceDescription,\n  booleanField,\n  integerField,\n  isoField,\n  nullableField,\n  objectKindField,\n  openObjectField,\n  postalAddressField,\n  queryParam,\n  RECORD_STAMPS,\n  stringField,\n  stringListField,\n  UPDATED_AFTER_PARAM,\n} from '@aglyn/tenant-data-admin/server/api-v1-description'\n\n/**\n * The CRM's resources as the customer API's OpenAPI document describes them\n * (AGL-2733), keyed by the resource each describes — what the console's\n * builder turns into their paths, tags and schemas, and the MCP tools derive\n * from.\n *\n * Transcribed from the response examples in `apps/docs/api/resources/*.md`,\n * the customer-facing contract, as the platform's own resources are; each\n * write body lists its handler's own writable set. `api-v1-openapi.spec.ts`\n * holds the document to every endpoint the documentation promises.\n */\n/** How a company picklist field reads in the description (AGL-3514). */\nfunction companyPicklistNote(label: string, plural: string): string {\n  return (\n    `${label}: one of the organization's active ${plural} (CRM › Fields › Companies), matched ` +\n    'without regard to case. Any other value is refused with a 400 naming the values allowed; ' +\n    'the value a company already holds is kept even after it is deactivated.'\n  )\n}\n\nexport const CRM_API_V1_DESCRIPTIONS: Readonly<Record<string, ApiV1ResourceDescription>> = {\n  contacts: {\n    tag: 'Contacts',\n    description: 'People, organization-wide. Part of the CRM, which is included from Starter.',\n    schemaName: 'Contact',\n    required: ['id', 'object', 'email'],\n    writable: [\n      'email', 'name', 'tags', 'notes', 'marketingConsent', 'consentSiteId', 'consentGroupId', 'custom',\n      'phone', 'jobTitle', 'companyId', 'address', 'ownerUid', 'lifecycleStage', 'mediaIds',\n      'leadSource',\n      // Salesforce's standard contact fields (AGL-3515).\n      'salutation', 'firstName', 'lastName', 'department', 'mobilePhone', 'homePhone', 'otherPhone',\n      'fax', 'birthdate', 'assistantName', 'assistantPhone', 'reportsToContactId', 'otherAddress', 'doNotCall',\n    ],\n    writeOnly: {\n      consentSiteId: stringField('The site this write is made on behalf of: where the person opted in, and whose profile the profile fields land on.'),\n      consentGroupId: stringField('With `marketingConsent: true`: the consent group the person was shown when they opted in. The opt-in then covers every site of that group; without it, or when the site is no longer in that group, it covers `consentSiteId` alone.'),\n      custom: openObjectField('Contact custom fields, keyed by field key.'),\n      mediaIds: stringListField('Media library files attached by the named site, by id, at most 20. An empty array clears them.'),\n    },\n    writeNote: '`email` is accepted on create only — a `PATCH` that names it is a `400`, because a contact is identified by its email.',\n    fields: {\n      id: stringField('Contact id.'),\n      object: objectKindField('contact'),\n      email: stringField('Primary email. Unique per organization.'),\n      name: stringField('Display name.'),\n      tags: stringListField('Free-form tags.'),\n      notes: stringField('Free-form notes.'),\n      marketingConsent: booleanField('Whether the contact accepted marketing email.'),\n      consentSites: stringListField('Site ids the consent was given on.'),\n      sources: stringListField('Where this contact came from.'),\n      phone: stringField('Telephone number.'),\n      jobTitle: stringField('Job title.'),\n      companyId: nullableField(stringField('Primary company.')),\n      address: postalAddressField(),\n      ownerUid: nullableField(stringField('Owning user. Checked on the page, not the query.')),\n      lifecycleStage: nullableField(stringField('CRM lifecycle stage.')),\n      leadSource: nullableField(stringField('Lead source: one of the organization’s Lead source values (CRM › Fields › Leads), stored on the named site’s profile. A value the list does not hold is a `400` naming the values it allows.')),\n      // Salesforce's standard contact fields (AGL-3515).\n      salutation: nullableField(stringField(\"One of the organization's salutation values (Mr., Ms., Mrs., Dr., Prof. and its own).\")),\n      firstName: nullableField(stringField('First name. With `lastName`, it makes the name the named site shows.')),\n      lastName: nullableField(stringField('Last name.')),\n      department: nullableField(stringField('Department.')),\n      mobilePhone: nullableField(stringField('Mobile phone, E.164.')),\n      homePhone: nullableField(stringField('Home phone, E.164.')),\n      otherPhone: nullableField(stringField('Other phone, E.164.')),\n      fax: nullableField(stringField('Fax, E.164.')),\n      birthdate: nullableField(stringField('Birthdate, `YYYY-MM-DD`, never in the future.')),\n      assistantName: nullableField(stringField(\"Assistant's name.\")),\n      assistantPhone: nullableField(stringField(\"Assistant's phone, E.164.\")),\n      reportsToContactId: nullableField(stringField('The contact this person reports to. Never the contact itself, and never one that already reports to it.')),\n      otherAddress: nullableField(postalAddressField()),\n      doNotCall: booleanField('The person asked not to be phoned.'),\n      companyIds: stringListField('Every company this contact belongs to.'),\n      alternateEmails: stringListField('Other addresses that resolve to this contact.'),\n      ...RECORD_STAMPS,\n    },\n    ops: [\n      {\n        path: '/v1/contacts', method: 'get', operationId: 'listContacts', summary: 'List contacts', list: true, returns: 'Contact', entitlement: 'crm',\n        description: 'Combining `email` with `tag` narrows on `email` and checks `tag` on the page, so pages can come back short. `lifecycleStage` and `ownerUid` live on a per-site profile and are ALWAYS checked on the page.',\n        filters: [\n          queryParam('email', 'Exact match, normalized the way the write path normalizes it. An unusable value is a 400.'),\n          queryParam('tag', 'Checked on the page when combined with `email`.'),\n          queryParam('lifecycleStage', 'Always checked on the page.'),\n          queryParam('ownerUid', 'Always checked on the page.'),\n        ],\n      },\n      { path: '/v1/contacts', method: 'post', operationId: 'createContact', summary: 'Create a contact', accepts: 'ContactWrite', returns: 'Contact', entitlement: 'crm', creates: true, description: 'A duplicate email is `409 conflict` (`code: \"contact_exists\"`), and the message names the existing id.' },\n      { path: '/v1/contacts/{contactId}', method: 'get', operationId: 'getContact', summary: 'Retrieve a contact', returns: 'Contact', entitlement: 'crm', pathParams: [{ name: 'contactId', description: 'Contact id.' }] },\n      { path: '/v1/contacts/{contactId}', method: 'patch', operationId: 'updateContact', summary: 'Update a contact', accepts: 'ContactWrite', returns: 'Contact', entitlement: 'crm', pathParams: [{ name: 'contactId', description: 'Contact id.' }] },\n      { path: '/v1/contacts/{contactId}', method: 'delete', operationId: 'deleteContact', summary: 'Delete a contact', returns: 'Deleted', entitlement: 'crm', pathParams: [{ name: 'contactId', description: 'Contact id.' }] },\n      { path: '/v1/contacts/{contactId}/merge', method: 'post', operationId: 'mergeContact', summary: 'Merge two contacts', accepts: 'ContactMerge', returns: 'Contact', entitlement: 'crm', pathParams: [{ name: 'contactId', description: 'The contact that survives.' }] },\n    ],\n    components: {\n      ContactMerge: {\n        type: 'object',\n        required: ['sourceContactId'],\n        description:\n          'Merge another contact into this one. The source is removed. Any other ' +\n          'member is a `400`.',\n        properties: {\n          sourceContactId: {\n            type: 'string',\n            description:\n              'The contact to merge FROM. It does not survive, and it must not be ' +\n              'the contact in the path.',\n          },\n        },\n        additionalProperties: false,\n      },\n    },\n  },\n  companies: {\n    tag: 'Companies',\n    description: 'Organizations in the CRM.',\n    schemaName: 'Company',\n    required: ['id', 'object', 'name'],\n    writable: [\n      'name', 'domain', 'website', 'phone', 'address', 'industry', 'ownerUid', 'notes', 'custom', 'mediaIds', 'consentSiteId',\n      // Salesforce's Account fields (AGL-3514).\n      'type', 'rating', 'ownership', 'accountSource', 'annualRevenueCents', 'currency', 'numberOfEmployees', 'fax',\n      'accountNumber', 'site', 'tickerSymbol', 'sicCode', 'shippingAddress', 'parentCompanyId',\n    ],\n    writeOnly: {\n      mediaIds: stringListField('Media library files attached to this company, by id, at most 20. An empty array clears them.'),\n      consentSiteId: stringField('The site the company is created on behalf of.'),\n    },\n    writeNote: 'A create needs `name` and `consentSiteId`; a `PATCH` that names `consentSiteId` is a `400`.',\n    fields: {\n      id: stringField('Company id.'),\n      object: objectKindField('company'),\n      name: stringField('Company name.'),\n      domain: nullableField(stringField('Primary domain. Unique per organization.')),\n      website: nullableField(stringField('Website URL.')),\n      phone: nullableField(stringField('Telephone number.')),\n      address: { ...postalAddressField(), description: 'Billing address. Members are optional and free-form.' },\n      industry: nullableField(stringField(companyPicklistNote('Industry', 'industries'))),\n      // Salesforce's Account fields (AGL-3514).\n      type: nullableField(stringField(companyPicklistNote('Account type', 'types'))),\n      rating: nullableField(stringField(companyPicklistNote('Rating', 'ratings'))),\n      ownership: nullableField(stringField(companyPicklistNote('Ownership', 'ownership values'))),\n      accountSource: nullableField(\n        stringField(\n          \"Where the account came from: one of the organization's active lead source values \" +\n            '(CRM › Fields › Leads), matched without regard to case. Any other value is refused ' +\n            'with a 400 naming the values allowed; the value a company already holds is kept.',\n        ),\n      ),\n      annualRevenueCents: nullableField(integerField('Annual revenue in the minor unit of `currency`, 0 or more.')),\n      currency: stringField('Lowercase ISO 4217 code of the annual revenue. `usd` when unset.'),\n      numberOfEmployees: nullableField(integerField('Number of employees, 0 to 99,999,999.')),\n      fax: nullableField(stringField('E.164 fax number.')),\n      accountNumber: nullableField(stringField('Account number, at most 40 characters.')),\n      site: nullableField(stringField('Which of the company’s locations this record is, at most 80 characters.')),\n      tickerSymbol: nullableField(stringField('Stock ticker symbol, at most 20 characters.')),\n      sicCode: nullableField(stringField('Standard Industrial Classification code, at most 20 characters.')),\n      shippingAddress: { ...postalAddressField(), description: 'Shipping address. Members are optional and free-form.' },\n      parentCompanyId: nullableField(\n        stringField('The company this one sits under. Never itself or a company below it; deleting the parent clears it.'),\n      ),\n      ownerUid: nullableField(stringField('Owning user.')),\n      notes: nullableField(stringField('Free-form notes.')),\n      custom: openObjectField('Customer-defined fields.'),\n      nextTaskAt: nullableField(isoField('When the next open task on this company is due.')),\n      siteId: nullableField(stringField('Site the record originated on.')),\n      ...RECORD_STAMPS,\n    },\n    ops: [\n      { path: '/v1/companies', method: 'get', operationId: 'listCompanies', summary: 'List companies', list: true, returns: 'Company', entitlement: 'crm', filters: [UPDATED_AFTER_PARAM, queryParam('domain', 'Exact match.'), queryParam('ownerUid', 'Owning user.')] },\n      { path: '/v1/companies', method: 'post', operationId: 'createCompany', summary: 'Create a company', accepts: 'CompanyWrite', returns: 'Company', entitlement: 'crm', creates: true, description: 'A duplicate domain is `409 conflict` (`code: \"company_exists\"`), naming the existing id.' },\n      { path: '/v1/companies/{companyId}', method: 'get', operationId: 'getCompany', summary: 'Retrieve a company', returns: 'Company', entitlement: 'crm', pathParams: [{ name: 'companyId', description: 'Company id.' }] },\n      { path: '/v1/companies/{companyId}', method: 'patch', operationId: 'updateCompany', summary: 'Update a company', accepts: 'CompanyWrite', returns: 'Company', entitlement: 'crm', pathParams: [{ name: 'companyId', description: 'Company id.' }] },\n      { path: '/v1/companies/{companyId}', method: 'delete', operationId: 'deleteCompany', summary: 'Delete a company', returns: 'Deleted', entitlement: 'crm', pathParams: [{ name: 'companyId', description: 'Company id.' }] },\n    ],\n  },\n  pipelines: {\n    tag: 'Pipelines',\n    description: 'Deal pipelines and their stages. Read-only over the API.',\n    schemaName: 'Pipeline',\n    required: ['id', 'object', 'name', 'stages'],\n    fields: {\n      id: stringField('Pipeline id.'),\n      object: objectKindField('pipeline'),\n      name: stringField('Pipeline name.'),\n      isDefault: booleanField('Whether new deals land here when none is named.'),\n      archived: booleanField('Whether the pipeline is archived.'),\n      archivedAt: nullableField(isoField('When it was archived.')),\n      stages: {\n        type: 'array',\n        description: 'Ordered stages. A deal’s `stageId` names one of these.',\n        items: {\n          type: 'object',\n          properties: {\n            id: { type: 'string' },\n            name: { type: 'string' },\n            order: { type: 'integer' },\n            probability: { type: 'integer', description: 'Chance of closing from this stage, 0–100.' },\n            kind: { type: 'string', enum: ['open', 'won', 'lost'] },\n            forecastCategory: {\n              type: 'string',\n              enum: ['omitted', 'pipeline', 'bestCase', 'commit', 'closed'],\n              description: 'The forecast category a deal takes on landing in this stage.',\n            },\n          },\n          additionalProperties: true,\n        },\n      },\n      siteId: nullableField(stringField('Site the pipeline belongs to, when scoped.')),\n      ...RECORD_STAMPS,\n    },\n    ops: [\n      { path: '/v1/pipelines', method: 'get', operationId: 'listPipelines', summary: 'List pipelines', list: true, returns: 'Pipeline', entitlement: 'crm', filters: [UPDATED_AFTER_PARAM] },\n      { path: '/v1/pipelines/{pipelineId}', method: 'get', operationId: 'getPipeline', summary: 'Retrieve a pipeline', returns: 'Pipeline', entitlement: 'crm', pathParams: [{ name: 'pipelineId', description: 'Pipeline id.' }] },\n    ],\n  },\n  deals: {\n    tag: 'Deals',\n    description: 'Opportunities moving through a pipeline.',\n    schemaName: 'Deal',\n    required: ['id', 'object', 'title', 'pipelineId', 'stageId'],\n    writable: ['title', 'pipelineId', 'stageId', 'status', 'amountCents', 'currency', 'lineItems', 'expectedCloseAt', 'ownerUid', 'contactId', 'companyId', 'lostReason', 'notes', 'custom', 'mediaIds', 'consentSiteId', 'type', 'leadSource', 'nextStep', 'probability', 'forecastCategory', 'campaignId', 'contactRoles'],\n    writeOnly: {\n      mediaIds: stringListField('Media library files attached to this deal, by id, at most 20. An empty array clears them.'),\n      consentSiteId: stringField('The site the deal is created on behalf of.'),\n    },\n    writeNote:\n      '`pipelineId` and `consentSiteId` are accepted on create only; a `PATCH` that names either is a `400`. ' +\n      '`type` and `leadSource` must be active values of the organization’s lists (a deal keeps the value it holds). ' +\n      'A stage move sets `forecastCategory` from the new stage and clears `probability`, unless the same body sets them. ' +\n      '`contactRoles` replaces the whole list: each contact once, at most 50, at most one `primary`, each `role` an active value of the organization’s contact roles. ' +\n      'The Primary is `contactId`: a body sending both must agree, and `contactId` alone makes that contact Primary.',\n    fields: {\n      id: stringField('Deal id.'),\n      object: objectKindField('deal'),\n      title: stringField('Deal title.'),\n      pipelineId: stringField('Pipeline the deal sits in.'),\n      stageId: stringField('Stage within that pipeline.'),\n      status: stringField('`open`, `won` or `lost`.'),\n      amountCents: integerField('Value in the smallest unit of `currency`.'),\n      currency: stringField('ISO 4217 code.'),\n      lineItems: { type: 'array', description: 'Line items, when the deal carries them.', items: { type: 'object', additionalProperties: true } },\n      expectedCloseAt: nullableField(isoField('Forecast close date.')),\n      closedAt: nullableField(isoField('When it was actually closed.')),\n      stageChangedAt: nullableField(isoField('When the stage last moved.')),\n      ownerUid: nullableField(stringField('Owning user.')),\n      contactId: nullableField(stringField('Associated contact — the Primary of `contactRoles`.')),\n      contactRoles: {\n        type: 'array',\n        description:\n          'Every contact on the deal and the part each plays (Salesforce’s Opportunity Contact Roles). At most one is `primary`, and it is `contactId`.',\n        items: {\n          type: 'object',\n          required: ['contactId', 'primary'],\n          properties: {\n            contactId: stringField('The contact.'),\n            role: nullableField(stringField('One of the organization’s contact roles (Decision Maker, Evaluator, …), or `null` for none.')),\n            primary: booleanField('Whether this is the deal’s Primary contact.'),\n          },\n        },\n      },\n      companyId: nullableField(stringField('Associated company.')),\n      lostReason: nullableField(stringField('Why it was lost.')),\n      notes: nullableField(stringField('Free-form notes.')),\n      type: nullableField(stringField('Type — one of the organization’s deal types (New Business, Existing Business, …).')),\n      leadSource: nullableField(stringField('Lead source — one of the organization’s lead sources.')),\n      nextStep: nullableField(stringField('What happens next. At most 255 characters.')),\n      probability: nullableField(integerField('This deal’s own chance of closing, 0–100; `null` uses its stage’s. A stage move clears it.')),\n      forecastCategory: nullableField(stringField('`omitted`, `pipeline`, `bestCase`, `commit` or `closed`. Every stage move sets it from the new stage.')),\n      campaignId: nullableField(stringField('The campaign the deal is attributed to.')),\n      custom: openObjectField('Customer-defined fields.'),\n      nextTaskAt: nullableField(isoField('When the next open task on this deal is due.')),\n      siteId: nullableField(stringField('Site the record originated on.')),\n      ...RECORD_STAMPS,\n    },\n    ops: [\n      { path: '/v1/deals', method: 'get', operationId: 'listDeals', summary: 'List deals', list: true, returns: 'Deal', entitlement: 'crm', filters: [UPDATED_AFTER_PARAM, queryParam('pipelineId', 'Pipeline.'), queryParam('stageId', 'Stage.'), queryParam('status', 'Deal status.'), queryParam('ownerUid', 'Owning user.'), queryParam('type', 'Type, exactly as stored.'), queryParam('leadSource', 'Lead source, exactly as stored.'), queryParam('forecastCategory', 'Forecast category.'), queryParam('campaignId', 'Campaign.')] },\n      { path: '/v1/deals', method: 'post', operationId: 'createDeal', summary: 'Create a deal', accepts: 'DealWrite', returns: 'Deal', entitlement: 'crm', creates: true },\n      { path: '/v1/deals/{dealId}', method: 'get', operationId: 'getDeal', summary: 'Retrieve a deal', returns: 'Deal', entitlement: 'crm', pathParams: [{ name: 'dealId', description: 'Deal id.' }] },\n      { path: '/v1/deals/{dealId}', method: 'patch', operationId: 'updateDeal', summary: 'Update a deal', accepts: 'DealWrite', returns: 'Deal', entitlement: 'crm', pathParams: [{ name: 'dealId', description: 'Deal id.' }] },\n      { path: '/v1/deals/{dealId}', method: 'delete', operationId: 'deleteDeal', summary: 'Delete a deal', returns: 'Deleted', entitlement: 'crm', pathParams: [{ name: 'dealId', description: 'Deal id.' }] },\n    ],\n  },\n  tasks: {\n    tag: 'Tasks',\n    description: 'Follow-ups attached to CRM records.',\n    schemaName: 'Task',\n    required: ['id', 'object', 'title'],\n    writable: ['title', 'notes', 'kind', 'priority', 'status', 'dueAt', 'remindAt', 'assigneeUid', 'contactId', 'companyId', 'dealId', 'consentSiteId'],\n    writeOnly: {\n      consentSiteId: stringField('The site the task is created on behalf of.'),\n    },\n    writeNote: 'A create needs `title` and `consentSiteId`; a `PATCH` that names `consentSiteId` is a `400`.',\n    fields: {\n      id: stringField('Task id.'),\n      object: objectKindField('task'),\n      title: stringField('Task title.'),\n      notes: nullableField(stringField('Free-form notes.')),\n      kind: stringField('Task type as its meaning: `call`, `email`, `meeting` or `todo`. A write takes the meaning or a label of the Type picklist.'),\n      typeLabel: stringField('The organization’s Type picklist label, e.g. `Call`. Read-only; set through `kind`.'),\n      priority: stringField('`low`, `normal` or `high`. A write takes the meaning or a label of the Priority picklist.'),\n      priorityLabel: stringField('The organization’s Priority picklist label, e.g. `High`. Read-only; set through `priority`.'),\n      status: stringField('`open` or `done`. A write takes the meaning or a label of the Status picklist, e.g. `In Progress`.'),\n      statusLabel: stringField('The organization’s Status picklist label, e.g. `Not Started`. Read-only; set through `status`.'),\n      dueAt: nullableField(isoField('When the task is due.')),\n      remindAt: nullableField(isoField('When a reminder is scheduled.')),\n      reminderSentAt: nullableField(isoField('When the reminder was sent.')),\n      completedAt: nullableField(isoField('When it was completed.')),\n      assigneeUid: nullableField(stringField('Assigned user.')),\n      contactId: nullableField(stringField('Associated contact.')),\n      companyId: nullableField(stringField('Associated company.')),\n      dealId: nullableField(stringField('Associated deal.')),\n      siteId: nullableField(stringField('Site the record originated on.')),\n      ...RECORD_STAMPS,\n    },\n    ops: [\n      { path: '/v1/tasks', method: 'get', operationId: 'listTasks', summary: 'List tasks', list: true, returns: 'Task', entitlement: 'crm', filters: [UPDATED_AFTER_PARAM, queryParam('status', 'Task status.'), queryParam('assigneeUid', 'Assigned user.'), queryParam('contactId', 'Associated contact.'), queryParam('dealId', 'Associated deal.')] },\n      { path: '/v1/tasks', method: 'post', operationId: 'createTask', summary: 'Create a task', accepts: 'TaskWrite', returns: 'Task', entitlement: 'crm', creates: true },\n      { path: '/v1/tasks/{taskId}', method: 'get', operationId: 'getTask', summary: 'Retrieve a task', returns: 'Task', entitlement: 'crm', pathParams: [{ name: 'taskId', description: 'Task id.' }] },\n      { path: '/v1/tasks/{taskId}', method: 'patch', operationId: 'updateTask', summary: 'Update a task', accepts: 'TaskWrite', returns: 'Task', entitlement: 'crm', pathParams: [{ name: 'taskId', description: 'Task id.' }] },\n      { path: '/v1/tasks/{taskId}', method: 'delete', operationId: 'deleteTask', summary: 'Delete a task', returns: 'Deleted', entitlement: 'crm', pathParams: [{ name: 'taskId', description: 'Task id.' }] },\n    ],\n  },\n  activities: {\n    tag: 'Activities',\n    description: 'Logged interactions. Append-only: no PATCH.',\n    schemaName: 'Activity',\n    required: ['id', 'object', 'kind', 'at'],\n    writable: ['kind', 'body', 'at', 'byUid', 'contactId', 'companyId', 'dealId', 'outcome', 'durationMinutes', 'direction', 'consentSiteId'],\n    writeOnly: {\n      consentSiteId: stringField('The site the activity is logged on behalf of.'),\n    },\n    writeRequired: ['body', 'consentSiteId'],\n    fields: {\n      id: stringField('Activity id.'),\n      object: objectKindField('activity'),\n      kind: stringField('What happened, e.g. `call`, `email`, `note`.'),\n      body: stringField('Free-form body.'),\n      at: isoField('When the interaction happened — not when it was logged.'),\n      byUid: nullableField(stringField('User who logged it.')),\n      contactId: nullableField(stringField('Associated contact.')),\n      companyId: nullableField(stringField('Associated company.')),\n      dealId: nullableField(stringField('Associated deal.')),\n      outcome: nullableField(stringField('Outcome label.')),\n      durationMinutes: nullableField(integerField('Duration, for calls and meetings.')),\n      direction: nullableField(stringField('Which way it went: `inbound`, `outbound` or `internal` for a call, `inbound` or `outbound` for an email.')),\n      siteId: nullableField(stringField('Site the record originated on.')),\n      ...RECORD_STAMPS,\n    },\n    ops: [\n      { path: '/v1/activities', method: 'get', operationId: 'listActivities', summary: 'List activities', list: true, returns: 'Activity', entitlement: 'crm', filters: [UPDATED_AFTER_PARAM, queryParam('kind', 'Activity kind.'), queryParam('contactId', 'Associated contact.'), queryParam('dealId', 'Associated deal.')] },\n      { path: '/v1/activities', method: 'post', operationId: 'createActivity', summary: 'Log an activity', accepts: 'ActivityWrite', returns: 'Activity', entitlement: 'crm', creates: true },\n      { path: '/v1/activities/{activityId}', method: 'get', operationId: 'getActivity', summary: 'Retrieve an activity', returns: 'Activity', entitlement: 'crm', pathParams: [{ name: 'activityId', description: 'Activity id.' }] },\n      { path: '/v1/activities/{activityId}', method: 'delete', operationId: 'deleteActivity', summary: 'Delete an activity', returns: 'Deleted', entitlement: 'crm', pathParams: [{ name: 'activityId', description: 'Activity id.' }] },\n    ],\n  },\n  leads: {\n    tag: 'Leads',\n    description: 'Unqualified interest, before it becomes a contact. A lead is a record of its own: the person and their company as text, until converting makes the contact and the company.',\n    schemaName: 'Lead',\n    required: ['id', 'object', 'siteId'],\n    writable: [\n      'siteId', 'email', 'name', 'status', 'ownerUid', 'ownerEmail', 'notes', 'unqualifiedReason', 'company', 'jobTitle', 'phone', 'website', 'address', 'tags', 'leadSource',\n      // Salesforce's standard lead fields (AGL-3513).\n      'salutation', 'firstName', 'lastName', 'mobilePhone', 'fax', 'doNotCall', 'industry', 'rating', 'annualRevenueCents', 'currency', 'numberOfEmployees',\n    ],\n    writeNote: '`email` and `name` are taken on a create only; a `PATCH` cannot change the address, which is the lead’s identity within its site. While `firstName` or `lastName` is set, `name` is their composition, \"First Last\", and follows them.',\n    writeRequired: ['email'],\n    writeOnly: {\n      siteId: stringField('The site the lead belongs to, instead of the `siteId` query parameter.'),\n      status: stringField('One of the organization’s active lead status values by its label (CRM › Fields › Leads), or a meaning — `new`, `nurturing`, `working` or `unqualified` (`nurturing` and `unqualified` on a `PATCH` only). Stored as the meaning and the label together. A lead becomes `qualified` by being converted.'),\n      ownerEmail: stringField('A member’s address, resolved against the organization’s roster. Not with `ownerUid` in the same request.'),\n    },\n    fields: {\n      id: stringField('Lead id.'),\n      object: objectKindField('lead'),\n      siteId: stringField('Site the lead arrived on.'),\n      email: nullableField(stringField('Email — the lead’s identity within its site.')),\n      name: nullableField(stringField('Name, when supplied.')),\n      status: stringField('What the lead status means: `new`, `nurturing`, `working`, `qualified` or `unqualified`. What every filter and automation reads.'),\n      statusLabel: stringField('The organization’s label for the lead status value the lead holds — one of `status`’s meaning. Read-only; set it through `status`.'),\n      ownerUid: nullableField(stringField('Owning user.')),\n      notes: nullableField(stringField('Free-form notes.')),\n      unqualifiedReason: nullableField(stringField('Why the lead was disqualified.')),\n      company: nullableField(stringField('The company’s name, as text. Converting the lead is what links or creates the company record.')),\n      jobTitle: nullableField(stringField('Job title.')),\n      phone: nullableField(stringField('E.164 phone number.')),\n      website: nullableField(stringField('An http(s) URL.')),\n      address: nullableField(postalAddressField()),\n      tags: stringListField('Lower-cased tags.'),\n      leadSource: nullableField(\n        stringField(\n          \"Where the lead came from: one of the organization's active lead source values \" +\n            '(CRM › Fields › Leads), matched without regard to case. Any other value is refused ' +\n            'with a 400 naming the values allowed; the value a lead already holds is kept even ' +\n            \"after it is deactivated. A create that names none starts from the list's default.\",\n        ),\n      ),\n      // Salesforce's standard lead fields (AGL-3513).\n      salutation: nullableField(stringField('Salutation: one of the organization’s active Salutation values (CRM › Fields › Contacts), matched without regard to case. Any other value is a `400` naming the values allowed; the value a lead already holds is kept.')),\n      firstName: nullableField(stringField('First name, at most 59 characters. While it or `lastName` is set, `name` is \"First Last\".')),\n      lastName: nullableField(stringField('Last name, at most 59 characters.')),\n      mobilePhone: nullableField(stringField('E.164 mobile phone number.')),\n      fax: nullableField(stringField('E.164 fax number.')),\n      doNotCall: booleanField('The person asked not to be phoned. A hint on every call control, never a block. `false` clears it.'),\n      industry: nullableField(stringField('Industry: one of the organization’s active Industry values (CRM › Fields › Companies) — the list companies keep, so converting carries it. Any other value is a `400` naming the values allowed; the value a lead already holds is kept.')),\n      rating: nullableField(stringField('Rating: one of the organization’s active Rating values (CRM › Fields › Companies). Any other value is a `400` naming the values allowed.')),\n      annualRevenueCents: nullableField(integerField('Annual revenue in the minor unit of `currency`, 0 or more.')),\n      currency: stringField('Lowercase ISO 4217 code of the annual revenue. `usd` when unset.'),\n      numberOfEmployees: nullableField(integerField('Number of employees, 0 to 99,999,999.')),\n      sources: stringListField('The surfaces that captured the lead: `signup`, `booking`, `form:{formId}`, `import`, `manual`, `api`.'),\n      submissionCount: integerField('How many form submissions this lead has made.'),\n      firstSeen: isoField('First interaction.'),\n      lastSeen: isoField('Most recent interaction.'),\n      marketingConsent: booleanField('Whether marketing consent was given.'),\n      marketingConsentAt: nullableField(isoField('When consent was given.')),\n      convertedContactId: nullableField(stringField('Contact created by conversion.')),\n      convertedAt: nullableField(isoField('When it was converted.')),\n      companyId: nullableField(stringField('Company created or matched by conversion.')),\n      dealId: nullableField(stringField('Deal created by conversion.')),\n      ...RECORD_STAMPS,\n    },\n    ops: [\n      { path: '/v1/leads', method: 'get', operationId: 'listLeads', summary: 'List leads', list: true, returns: 'Lead', entitlement: 'crm', filters: [UPDATED_AFTER_PARAM, queryParam('siteId', 'Site the lead arrived on.'), queryParam('status', 'Lead status.'), queryParam('ownerUid', 'Owning user.')] },\n      { path: '/v1/leads', method: 'post', operationId: 'createLead', summary: 'Create a lead', accepts: 'LeadWrite', returns: 'Lead', entitlement: 'crm', creates: true, description: 'A lead sourced outside the site, entered before anyone has qualified it. One address is one lead per site: creating one the site already holds updates it and answers 200. No contact and no company are created — converting the lead does that — and no marketing consent is recorded.' },\n      { path: '/v1/leads/{leadId}', method: 'get', operationId: 'getLead', summary: 'Retrieve a lead', returns: 'Lead', entitlement: 'crm', pathParams: [{ name: 'leadId', description: 'Lead id.' }] },\n      { path: '/v1/leads/{leadId}', method: 'patch', operationId: 'updateLead', summary: 'Update a lead', accepts: 'LeadWrite', returns: 'Lead', entitlement: 'crm', pathParams: [{ name: 'leadId', description: 'Lead id.' }] },\n      { path: '/v1/leads/{leadId}/convert', method: 'post', operationId: 'convertLead', summary: 'Convert a lead', returns: 'LeadConversion', entitlement: 'crm', description: 'Creates a contact, and optionally a company and a deal. Idempotent on the lead: converting an already-converted lead returns the existing ids.', pathParams: [{ name: 'leadId', description: 'Lead id.' }] },\n    ],\n    components: {\n      LeadConversion: {\n        type: 'object',\n        description:\n          'What the conversion produced. Idempotent on the lead: converting an ' +\n          'already-converted lead returns the existing ids rather than creating ' +\n          'a second set.',\n        properties: {\n          object: { type: 'string', const: 'lead_conversion' },\n          contactId: { type: 'string' },\n          companyId: { type: ['string', 'null'] },\n          dealId: { type: ['string', 'null'] },\n        },\n        additionalProperties: true,\n      },\n    },\n  },\n  'email-templates': {\n    tag: 'Email templates',\n    description: 'Reusable email bodies.',\n    schemaName: 'EmailTemplate',\n    required: ['id', 'object', 'name'],\n    writable: ['name', 'kind', 'visibility', 'ownerUid', 'subject', 'body', 'consentSiteId'],\n    writeOnly: {\n      consentSiteId: stringField('The site the template is created on behalf of.'),\n    },\n    writeNote: 'A create needs `name`, `body` and `consentSiteId`; a `PATCH` that names `consentSiteId` is a `400`.',\n    fields: {\n      id: stringField('Template id.'),\n      object: objectKindField('email_template'),\n      name: stringField('Template name.'),\n      kind: stringField('Template kind.'),\n      visibility: stringField('`org` or `private`.'),\n      ownerUid: nullableField(stringField('Owner, for a private template.')),\n      subject: stringField('Subject line.'),\n      body: stringField('Body. May contain merge tokens.'),\n      siteId: nullableField(stringField('Site the template belongs to, when scoped.')),\n      ...RECORD_STAMPS,\n    },\n    ops: [\n      { path: '/v1/email-templates', method: 'get', operationId: 'listEmailTemplates', summary: 'List email templates', list: true, returns: 'EmailTemplate', entitlement: 'crm', filters: [UPDATED_AFTER_PARAM, queryParam('kind', 'Template kind.'), queryParam('visibility', 'Visibility.')] },\n      { path: '/v1/email-templates', method: 'post', operationId: 'createEmailTemplate', summary: 'Create a template', accepts: 'EmailTemplateWrite', returns: 'EmailTemplate', entitlement: 'crm', creates: true },\n      { path: '/v1/email-templates/{templateId}', method: 'get', operationId: 'getEmailTemplate', summary: 'Retrieve a template', returns: 'EmailTemplate', entitlement: 'crm', pathParams: [{ name: 'templateId', description: 'Template id.' }] },\n      { path: '/v1/email-templates/{templateId}', method: 'patch', operationId: 'updateEmailTemplate', summary: 'Update a template', accepts: 'EmailTemplateWrite', returns: 'EmailTemplate', entitlement: 'crm', pathParams: [{ name: 'templateId', description: 'Template id.' }] },\n      { path: '/v1/email-templates/{templateId}', method: 'delete', operationId: 'deleteEmailTemplate', summary: 'Delete a template', returns: 'Deleted', entitlement: 'crm', pathParams: [{ name: 'templateId', description: 'Template id.' }] },\n    ],\n  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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/server/api-v1/openapi.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  type ApiV1ResourceDescription,\n  booleanField,\n  integerField,\n  isoField,\n  nullableField,\n  objectKindField,\n  openObjectField,\n  postalAddressField,\n  queryParam,\n  RECORD_STAMPS,\n  stringField,\n  stringListField,\n  UPDATED_AFTER_PARAM,\n} from '@aglyn/tenant-data-admin/server/api-v1-description'\n\n/**\n * The CRM's resources as the customer API's OpenAPI document describes them\n * (AGL-2733), keyed by the resource each describes — what the console's\n * builder turns into their paths, tags and schemas, and the MCP tools derive\n * from.\n *\n * Transcribed from the response examples in `apps/docs/api/resources/*.md`,\n * the customer-facing contract, as the platform's own resources are; each\n * write body lists its handler's own writable set. `api-v1-openapi.spec.ts`\n * holds the document to every endpoint the documentation promises.\n */\n/** How a company picklist field reads in the description (AGL-3514). */\nfunction companyPicklistNote(label: string, plural: string): string {\n  return (\n    `${label}: one of the organization's active ${plural} (CRM › Fields › Companies), matched ` +\n    'without regard to case. Any other value is refused with a 400 naming the values allowed; ' +\n    'the value a company already holds is kept even after it is deactivated.'\n  )\n}\n\nexport const CRM_API_V1_DESCRIPTIONS: Readonly<Record<string, ApiV1ResourceDescription>> = {\n  contacts: {\n    tag: 'Contacts',\n    description: 'People, organization-wide. Part of the CRM, which is included from Starter.',\n    schemaName: 'Contact',\n    required: ['id', 'object', 'email'],\n    writable: [\n      'email', 'name', 'tags', 'notes', 'marketingConsent', 'consentSiteId', 'consentGroupId', 'custom',\n      'phone', 'jobTitle', 'companyId', 'address', 'ownerUid', 'lifecycleStage', 'mediaIds',\n      'leadSource',\n      // Salesforce's standard contact fields (AGL-3515).\n      'salutation', 'firstName', 'lastName', 'department', 'mobilePhone', 'homePhone', 'otherPhone',\n      'fax', 'birthdate', 'assistantName', 'assistantPhone', 'reportsToContactId', 'otherAddress', 'doNotCall',\n    ],\n    writeOnly: {\n      consentSiteId: stringField('The site this write is made on behalf of: where the person opted in, and whose profile the profile fields land on.'),\n      consentGroupId: stringField('With `marketingConsent: true`: the consent group the person was shown when they opted in. The opt-in then covers every site of that group; without it, or when the site is no longer in that group, it covers `consentSiteId` alone.'),\n      custom: openObjectField('Contact custom fields, keyed by field key.'),\n      mediaIds: stringListField('Media library files attached by the named site, by id, at most 20. An empty array clears them.'),\n    },\n    writeNote: 'A create needs an `email`, a `name`, a `phone`, a `mobilePhone`, or a `firstName` or `lastName`. `email` is accepted on create only — a `PATCH` that names it is a `400`, because a contact is identified by its email.',\n    fields: {\n      id: stringField('Contact id.'),\n      object: objectKindField('contact'),\n      email: nullableField(\n        stringField('Primary email, unique per organization, or `null` for a contact with no address yet.'),\n      ),\n      name: stringField('Display name.'),\n      tags: stringListField('Free-form tags.'),\n      notes: stringField('Free-form notes.'),\n      marketingConsent: booleanField('Whether the contact accepted marketing email.'),\n      consentSites: stringListField('Site ids the consent was given on.'),\n      sources: stringListField('Where this contact came from.'),\n      phone: stringField('Telephone number.'),\n      jobTitle: stringField('Job title.'),\n      companyId: nullableField(stringField('Primary company.')),\n      address: postalAddressField(),\n      ownerUid: nullableField(stringField('Owning user. Checked on the page, not the query.')),\n      lifecycleStage: nullableField(stringField('CRM lifecycle stage.')),\n      leadSource: nullableField(stringField('Lead source: one of the organization’s Lead source values (CRM › Fields › Leads), stored on the named site’s profile. A value the list does not hold is a `400` naming the values it allows.')),\n      // Salesforce's standard contact fields (AGL-3515).\n      salutation: nullableField(stringField(\"One of the organization's salutation values (Mr., Ms., Mrs., Dr., Prof. and its own).\")),\n      firstName: nullableField(stringField('First name. With `lastName`, it makes the name the named site shows.')),\n      lastName: nullableField(stringField('Last name.')),\n      department: nullableField(stringField('Department.')),\n      mobilePhone: nullableField(stringField('Mobile phone, E.164.')),\n      homePhone: nullableField(stringField('Home phone, E.164.')),\n      otherPhone: nullableField(stringField('Other phone, E.164.')),\n      fax: nullableField(stringField('Fax, E.164.')),\n      birthdate: nullableField(stringField('Birthdate, `YYYY-MM-DD`, never in the future.')),\n      assistantName: nullableField(stringField(\"Assistant's name.\")),\n      assistantPhone: nullableField(stringField(\"Assistant's phone, E.164.\")),\n      reportsToContactId: nullableField(stringField('The contact this person reports to. Never the contact itself, and never one that already reports to it.')),\n      otherAddress: nullableField(postalAddressField()),\n      doNotCall: booleanField('The person asked not to be phoned.'),\n      companyIds: stringListField('Every company this contact belongs to.'),\n      alternateEmails: stringListField('Other addresses that resolve to this contact.'),\n      ...RECORD_STAMPS,\n    },\n    ops: [\n      {\n        path: '/v1/contacts', method: 'get', operationId: 'listContacts', summary: 'List contacts', list: true, returns: 'Contact', entitlement: 'crm',\n        description: 'Combining `email` with `tag` narrows on `email` and checks `tag` on the page, so pages can come back short. `lifecycleStage` and `ownerUid` live on a per-site profile and are ALWAYS checked on the page.',\n        filters: [\n          queryParam('email', 'Exact match, normalized the way the write path normalizes it. An unusable value is a 400.'),\n          queryParam('tag', 'Checked on the page when combined with `email`.'),\n          queryParam('lifecycleStage', 'Always checked on the page.'),\n          queryParam('ownerUid', 'Always checked on the page.'),\n        ],\n      },\n      { path: '/v1/contacts', method: 'post', operationId: 'createContact', summary: 'Create a contact', accepts: 'ContactWrite', returns: 'Contact', entitlement: 'crm', creates: true, description: 'A duplicate email is `409 conflict` (`code: \"contact_exists\"`), and the message names the existing id.' },\n      { path: '/v1/contacts/{contactId}', method: 'get', operationId: 'getContact', summary: 'Retrieve a contact', returns: 'Contact', entitlement: 'crm', pathParams: [{ name: 'contactId', description: 'Contact id.' }] },\n      { path: '/v1/contacts/{contactId}', method: 'patch', operationId: 'updateContact', summary: 'Update a contact', accepts: 'ContactWrite', returns: 'Contact', entitlement: 'crm', pathParams: [{ name: 'contactId', description: 'Contact id.' }] },\n      { path: '/v1/contacts/{contactId}', method: 'delete', operationId: 'deleteContact', summary: 'Delete a contact', returns: 'Deleted', entitlement: 'crm', pathParams: [{ name: 'contactId', description: 'Contact id.' }] },\n      { path: '/v1/contacts/{contactId}/merge', method: 'post', operationId: 'mergeContact', summary: 'Merge two contacts', accepts: 'ContactMerge', returns: 'Contact', entitlement: 'crm', pathParams: [{ name: 'contactId', description: 'The contact that survives.' }] },\n    ],\n    components: {\n      ContactMerge: {\n        type: 'object',\n        required: ['sourceContactId'],\n        description:\n          'Merge another contact into this one. The source is removed. Any other ' +\n          'member is a `400`.',\n        properties: {\n          sourceContactId: {\n            type: 'string',\n            description:\n              'The contact to merge FROM. It does not survive, and it must not be ' +\n              'the contact in the path.',\n          },\n        },\n        additionalProperties: false,\n      },\n    },\n  },\n  companies: {\n    tag: 'Companies',\n    description: 'Organizations in the CRM.',\n    schemaName: 'Company',\n    required: ['id', 'object', 'name'],\n    writable: [\n      'name', 'domain', 'website', 'phone', 'address', 'industry', 'ownerUid', 'notes', 'custom', 'mediaIds', 'consentSiteId',\n      // Salesforce's Account fields (AGL-3514).\n      'type', 'rating', 'ownership', 'accountSource', 'annualRevenueCents', 'currency', 'numberOfEmployees', 'fax',\n      'accountNumber', 'site', 'tickerSymbol', 'sicCode', 'shippingAddress', 'parentCompanyId',\n    ],\n    writeOnly: {\n      mediaIds: stringListField('Media library files attached to this company, by id, at most 20. An empty array clears them.'),\n      consentSiteId: stringField('The site the company is created on behalf of.'),\n    },\n    writeNote: 'A create needs `name` and `consentSiteId`; a `PATCH` that names `consentSiteId` is a `400`.',\n    fields: {\n      id: stringField('Company id.'),\n      object: objectKindField('company'),\n      name: stringField('Company name.'),\n      domain: nullableField(stringField('Primary domain. Unique per organization.')),\n      website: nullableField(stringField('Website URL.')),\n      phone: nullableField(stringField('Telephone number.')),\n      address: { ...postalAddressField(), description: 'Billing address. Members are optional and free-form.' },\n      industry: nullableField(stringField(companyPicklistNote('Industry', 'industries'))),\n      // Salesforce's Account fields (AGL-3514).\n      type: nullableField(stringField(companyPicklistNote('Account type', 'types'))),\n      rating: nullableField(stringField(companyPicklistNote('Rating', 'ratings'))),\n      ownership: nullableField(stringField(companyPicklistNote('Ownership', 'ownership values'))),\n      accountSource: nullableField(\n        stringField(\n          \"Where the account came from: one of the organization's active lead source values \" +\n            '(CRM › Fields › Leads), matched without regard to case. Any other value is refused ' +\n            'with a 400 naming the values allowed; the value a company already holds is kept.',\n        ),\n      ),\n      annualRevenueCents: nullableField(integerField('Annual revenue in the minor unit of `currency`, 0 or more.')),\n      currency: stringField('Lowercase ISO 4217 code of the annual revenue. `usd` when unset.'),\n      numberOfEmployees: nullableField(integerField('Number of employees, 0 to 99,999,999.')),\n      fax: nullableField(stringField('E.164 fax number.')),\n      accountNumber: nullableField(stringField('Account number, at most 40 characters.')),\n      site: nullableField(stringField('Which of the company’s locations this record is, at most 80 characters.')),\n      tickerSymbol: nullableField(stringField('Stock ticker symbol, at most 20 characters.')),\n      sicCode: nullableField(stringField('Standard Industrial Classification code, at most 20 characters.')),\n      shippingAddress: { ...postalAddressField(), description: 'Shipping address. Members are optional and free-form.' },\n      parentCompanyId: nullableField(\n        stringField('The company this one sits under. Never itself or a company below it; deleting the parent clears it.'),\n      ),\n      ownerUid: nullableField(stringField('Owning user.')),\n      notes: nullableField(stringField('Free-form notes.')),\n      custom: openObjectField('Customer-defined fields.'),\n      nextTaskAt: nullableField(isoField('When the next open task on this company is due.')),\n      siteId: nullableField(stringField('Site the record originated on.')),\n      ...RECORD_STAMPS,\n    },\n    ops: [\n      { path: '/v1/companies', method: 'get', operationId: 'listCompanies', summary: 'List companies', list: true, returns: 'Company', entitlement: 'crm', filters: [UPDATED_AFTER_PARAM, queryParam('domain', 'Exact match.'), queryParam('ownerUid', 'Owning user.')] },\n      { path: '/v1/companies', method: 'post', operationId: 'createCompany', summary: 'Create a company', accepts: 'CompanyWrite', returns: 'Company', entitlement: 'crm', creates: true, description: 'A duplicate domain is `409 conflict` (`code: \"company_exists\"`), naming the existing id.' },\n      { path: '/v1/companies/{companyId}', method: 'get', operationId: 'getCompany', summary: 'Retrieve a company', returns: 'Company', entitlement: 'crm', pathParams: [{ name: 'companyId', description: 'Company id.' }] },\n      { path: '/v1/companies/{companyId}', method: 'patch', operationId: 'updateCompany', summary: 'Update a company', accepts: 'CompanyWrite', returns: 'Company', entitlement: 'crm', pathParams: [{ name: 'companyId', description: 'Company id.' }] },\n      { path: '/v1/companies/{companyId}', method: 'delete', operationId: 'deleteCompany', summary: 'Delete a company', returns: 'Deleted', entitlement: 'crm', pathParams: [{ name: 'companyId', description: 'Company id.' }] },\n    ],\n  },\n  pipelines: {\n    tag: 'Pipelines',\n    description: 'Deal pipelines and their stages. Read-only over the API.',\n    schemaName: 'Pipeline',\n    required: ['id', 'object', 'name', 'stages'],\n    fields: {\n      id: stringField('Pipeline id.'),\n      object: objectKindField('pipeline'),\n      name: stringField('Pipeline name.'),\n      isDefault: booleanField('Whether new deals land here when none is named.'),\n      archived: booleanField('Whether the pipeline is archived.'),\n      archivedAt: nullableField(isoField('When it was archived.')),\n      stages: {\n        type: 'array',\n        description: 'Ordered stages. A deal’s `stageId` names one of these.',\n        items: {\n          type: 'object',\n          properties: {\n            id: { type: 'string' },\n            name: { type: 'string' },\n            order: { type: 'integer' },\n            probability: { type: 'integer', description: 'Chance of closing from this stage, 0–100.' },\n            kind: { type: 'string', enum: ['open', 'won', 'lost'] },\n            forecastCategory: {\n              type: 'string',\n              enum: ['omitted', 'pipeline', 'bestCase', 'commit', 'closed'],\n              description: 'The forecast category a deal takes on landing in this stage.',\n            },\n          },\n          additionalProperties: true,\n        },\n      },\n      siteId: nullableField(stringField('Site the pipeline belongs to, when scoped.')),\n      ...RECORD_STAMPS,\n    },\n    ops: [\n      { path: '/v1/pipelines', method: 'get', operationId: 'listPipelines', summary: 'List pipelines', list: true, returns: 'Pipeline', entitlement: 'crm', filters: [UPDATED_AFTER_PARAM] },\n      { path: '/v1/pipelines/{pipelineId}', method: 'get', operationId: 'getPipeline', summary: 'Retrieve a pipeline', returns: 'Pipeline', entitlement: 'crm', pathParams: [{ name: 'pipelineId', description: 'Pipeline id.' }] },\n    ],\n  },\n  deals: {\n    tag: 'Deals',\n    description: 'Opportunities moving through a pipeline.',\n    schemaName: 'Deal',\n    required: ['id', 'object', 'title', 'pipelineId', 'stageId'],\n    writable: ['title', 'pipelineId', 'stageId', 'status', 'amountCents', 'currency', 'lineItems', 'expectedCloseAt', 'ownerUid', 'contactId', 'companyId', 'lostReason', 'notes', 'custom', 'mediaIds', 'consentSiteId', 'type', 'leadSource', 'nextStep', 'probability', 'forecastCategory', 'campaignId', 'contactRoles'],\n    writeOnly: {\n      mediaIds: stringListField('Media library files attached to this deal, by id, at most 20. An empty array clears them.'),\n      consentSiteId: stringField('The site the deal is created on behalf of.'),\n    },\n    writeNote:\n      '`pipelineId` and `consentSiteId` are accepted on create only; a `PATCH` that names either is a `400`. ' +\n      '`type` and `leadSource` must be active values of the organization’s lists (a deal keeps the value it holds). ' +\n      'A stage move sets `forecastCategory` from the new stage and clears `probability`, unless the same body sets them. ' +\n      '`contactRoles` replaces the whole list: each contact once, at most 50, at most one `primary`, each `role` an active value of the organization’s contact roles. ' +\n      'The Primary is `contactId`: a body sending both must agree, and `contactId` alone makes that contact Primary.',\n    fields: {\n      id: stringField('Deal id.'),\n      object: objectKindField('deal'),\n      title: stringField('Deal title.'),\n      pipelineId: stringField('Pipeline the deal sits in.'),\n      stageId: stringField('Stage within that pipeline.'),\n      status: stringField('`open`, `won` or `lost`.'),\n      amountCents: integerField('Value in the smallest unit of `currency`.'),\n      currency: stringField('ISO 4217 code.'),\n      lineItems: { type: 'array', description: 'Line items, when the deal carries them.', items: { type: 'object', additionalProperties: true } },\n      expectedCloseAt: nullableField(isoField('Forecast close date.')),\n      closedAt: nullableField(isoField('When it was actually closed.')),\n      stageChangedAt: nullableField(isoField('When the stage last moved.')),\n      ownerUid: nullableField(stringField('Owning user.')),\n      contactId: nullableField(stringField('Associated contact — the Primary of `contactRoles`.')),\n      contactRoles: {\n        type: 'array',\n        description:\n          'Every contact on the deal and the part each plays (Salesforce’s Opportunity Contact Roles). At most one is `primary`, and it is `contactId`.',\n        items: {\n          type: 'object',\n          required: ['contactId', 'primary'],\n          properties: {\n            contactId: stringField('The contact.'),\n            role: nullableField(stringField('One of the organization’s contact roles (Decision Maker, Evaluator, …), or `null` for none.')),\n            primary: booleanField('Whether this is the deal’s Primary contact.'),\n          },\n        },\n      },\n      companyId: nullableField(stringField('Associated company.')),\n      lostReason: nullableField(stringField('Why it was lost.')),\n      notes: nullableField(stringField('Free-form notes.')),\n      type: nullableField(stringField('Type — one of the organization’s deal types (New Business, Existing Business, …).')),\n      leadSource: nullableField(stringField('Lead source — one of the organization’s lead sources.')),\n      nextStep: nullableField(stringField('What happens next. At most 255 characters.')),\n      probability: nullableField(integerField('This deal’s own chance of closing, 0–100; `null` uses its stage’s. A stage move clears it.')),\n      forecastCategory: nullableField(stringField('`omitted`, `pipeline`, `bestCase`, `commit` or `closed`. Every stage move sets it from the new stage.')),\n      campaignId: nullableField(stringField('The campaign the deal is attributed to.')),\n      custom: openObjectField('Customer-defined fields.'),\n      nextTaskAt: nullableField(isoField('When the next open task on this deal is due.')),\n      siteId: nullableField(stringField('Site the record originated on.')),\n      ...RECORD_STAMPS,\n    },\n    ops: [\n      { path: '/v1/deals', method: 'get', operationId: 'listDeals', summary: 'List deals', list: true, returns: 'Deal', entitlement: 'crm', filters: [UPDATED_AFTER_PARAM, queryParam('pipelineId', 'Pipeline.'), queryParam('stageId', 'Stage.'), queryParam('status', 'Deal status.'), queryParam('ownerUid', 'Owning user.'), queryParam('type', 'Type, exactly as stored.'), queryParam('leadSource', 'Lead source, exactly as stored.'), queryParam('forecastCategory', 'Forecast category.'), queryParam('campaignId', 'Campaign.')] },\n      { path: '/v1/deals', method: 'post', operationId: 'createDeal', summary: 'Create a deal', accepts: 'DealWrite', returns: 'Deal', entitlement: 'crm', creates: true },\n      { path: '/v1/deals/{dealId}', method: 'get', operationId: 'getDeal', summary: 'Retrieve a deal', returns: 'Deal', entitlement: 'crm', pathParams: [{ name: 'dealId', description: 'Deal id.' }] },\n      { path: '/v1/deals/{dealId}', method: 'patch', operationId: 'updateDeal', summary: 'Update a deal', accepts: 'DealWrite', returns: 'Deal', entitlement: 'crm', pathParams: [{ name: 'dealId', description: 'Deal id.' }] },\n      { path: '/v1/deals/{dealId}', method: 'delete', operationId: 'deleteDeal', summary: 'Delete a deal', returns: 'Deleted', entitlement: 'crm', pathParams: [{ name: 'dealId', description: 'Deal id.' }] },\n    ],\n  },\n  tasks: {\n    tag: 'Tasks',\n    description: 'Follow-ups attached to CRM records.',\n    schemaName: 'Task',\n    required: ['id', 'object', 'title'],\n    writable: ['title', 'notes', 'kind', 'priority', 'status', 'dueAt', 'remindAt', 'assigneeUid', 'contactId', 'companyId', 'dealId', 'consentSiteId'],\n    writeOnly: {\n      consentSiteId: stringField('The site the task is created on behalf of.'),\n    },\n    writeNote: 'A create needs `title` and `consentSiteId`; a `PATCH` that names `consentSiteId` is a `400`.',\n    fields: {\n      id: stringField('Task id.'),\n      object: objectKindField('task'),\n      title: stringField('Task title.'),\n      notes: nullableField(stringField('Free-form notes.')),\n      kind: stringField('Task type as its meaning: `call`, `email`, `meeting` or `todo`. A write takes the meaning or a label of the Type picklist.'),\n      typeLabel: stringField('The organization’s Type picklist label, e.g. `Call`. Read-only; set through `kind`.'),\n      priority: stringField('`low`, `normal` or `high`. A write takes the meaning or a label of the Priority picklist.'),\n      priorityLabel: stringField('The organization’s Priority picklist label, e.g. `High`. Read-only; set through `priority`.'),\n      status: stringField('`open` or `done`. A write takes the meaning or a label of the Status picklist, e.g. `In Progress`.'),\n      statusLabel: stringField('The organization’s Status picklist label, e.g. `Not Started`. Read-only; set through `status`.'),\n      dueAt: nullableField(isoField('When the task is due.')),\n      remindAt: nullableField(isoField('When a reminder is scheduled.')),\n      reminderSentAt: nullableField(isoField('When the reminder was sent.')),\n      completedAt: nullableField(isoField('When it was completed.')),\n      assigneeUid: nullableField(stringField('Assigned user.')),\n      contactId: nullableField(stringField('Associated contact.')),\n      companyId: nullableField(stringField('Associated company.')),\n      dealId: nullableField(stringField('Associated deal.')),\n      siteId: nullableField(stringField('Site the record originated on.')),\n      ...RECORD_STAMPS,\n    },\n    ops: [\n      { path: '/v1/tasks', method: 'get', operationId: 'listTasks', summary: 'List tasks', list: true, returns: 'Task', entitlement: 'crm', filters: [UPDATED_AFTER_PARAM, queryParam('status', 'Task status.'), queryParam('assigneeUid', 'Assigned user.'), queryParam('contactId', 'Associated contact.'), queryParam('dealId', 'Associated deal.')] },\n      { path: '/v1/tasks', method: 'post', operationId: 'createTask', summary: 'Create a task', accepts: 'TaskWrite', returns: 'Task', entitlement: 'crm', creates: true },\n      { path: '/v1/tasks/{taskId}', method: 'get', operationId: 'getTask', summary: 'Retrieve a task', returns: 'Task', entitlement: 'crm', pathParams: [{ name: 'taskId', description: 'Task id.' }] },\n      { path: '/v1/tasks/{taskId}', method: 'patch', operationId: 'updateTask', summary: 'Update a task', accepts: 'TaskWrite', returns: 'Task', entitlement: 'crm', pathParams: [{ name: 'taskId', description: 'Task id.' }] },\n      { path: '/v1/tasks/{taskId}', method: 'delete', operationId: 'deleteTask', summary: 'Delete a task', returns: 'Deleted', entitlement: 'crm', pathParams: [{ name: 'taskId', description: 'Task id.' }] },\n    ],\n  },\n  activities: {\n    tag: 'Activities',\n    description: 'Logged interactions. Append-only: no PATCH.',\n    schemaName: 'Activity',\n    required: ['id', 'object', 'kind', 'at'],\n    writable: ['kind', 'body', 'at', 'byUid', 'contactId', 'companyId', 'dealId', 'outcome', 'durationMinutes', 'direction', 'consentSiteId'],\n    writeOnly: {\n      consentSiteId: stringField('The site the activity is logged on behalf of.'),\n    },\n    writeRequired: ['body', 'consentSiteId'],\n    fields: {\n      id: stringField('Activity id.'),\n      object: objectKindField('activity'),\n      kind: stringField('What happened, e.g. `call`, `email`, `note`.'),\n      body: stringField('Free-form body.'),\n      at: isoField('When the interaction happened — not when it was logged.'),\n      byUid: nullableField(stringField('User who logged it.')),\n      contactId: nullableField(stringField('Associated contact.')),\n      companyId: nullableField(stringField('Associated company. When none is sent, the company of the deal, else of the contact.')),\n      dealId: nullableField(stringField('Associated deal.')),\n      outcome: nullableField(stringField('Outcome label.')),\n      durationMinutes: nullableField(integerField('Duration, for calls and meetings.')),\n      direction: nullableField(stringField('Which way it went: `inbound`, `outbound` or `internal` for a call, `inbound` or `outbound` for an email.')),\n      siteId: nullableField(stringField('Site the record originated on.')),\n      ...RECORD_STAMPS,\n    },\n    ops: [\n      { path: '/v1/activities', method: 'get', operationId: 'listActivities', summary: 'List activities', list: true, returns: 'Activity', entitlement: 'crm', filters: [UPDATED_AFTER_PARAM, queryParam('kind', 'Activity kind.'), queryParam('contactId', 'Associated contact.'), queryParam('dealId', 'Associated deal.')] },\n      { path: '/v1/activities', method: 'post', operationId: 'createActivity', summary: 'Log an activity', accepts: 'ActivityWrite', returns: 'Activity', entitlement: 'crm', creates: true },\n      { path: '/v1/activities/{activityId}', method: 'get', operationId: 'getActivity', summary: 'Retrieve an activity', returns: 'Activity', entitlement: 'crm', pathParams: [{ name: 'activityId', description: 'Activity id.' }] },\n      { path: '/v1/activities/{activityId}', method: 'delete', operationId: 'deleteActivity', summary: 'Delete an activity', returns: 'Deleted', entitlement: 'crm', pathParams: [{ name: 'activityId', description: 'Activity id.' }] },\n    ],\n  },\n  leads: {\n    tag: 'Leads',\n    description: 'Unqualified interest, before it becomes a contact. A lead is a record of its own: the person and their company as text, until converting makes the contact and the company.',\n    schemaName: 'Lead',\n    required: ['id', 'object', 'siteId'],\n    writable: [\n      'siteId', 'email', 'name', 'status', 'ownerUid', 'ownerEmail', 'notes', 'unqualifiedReason', 'company', 'jobTitle', 'phone', 'website', 'address', 'tags', 'leadSource',\n      // Salesforce's standard lead fields (AGL-3513).\n      'salutation', 'firstName', 'lastName', 'mobilePhone', 'fax', 'doNotCall', 'industry', 'rating', 'annualRevenueCents', 'currency', 'numberOfEmployees',\n    ],\n    writeNote: '`email` and `name` are taken on a create only; a `PATCH` cannot change the address, which is the lead’s identity within its site. While `firstName` or `lastName` is set, `name` is their composition, \"First Last\", and follows them.',\n    writeRequired: ['email'],\n    writeOnly: {\n      siteId: stringField('The site the lead belongs to, instead of the `siteId` query parameter.'),\n      status: stringField('One of the organization’s active lead status values by its label (CRM › Fields › Leads), or a meaning — `new`, `nurturing`, `working` or `unqualified` (`nurturing` and `unqualified` on a `PATCH` only). Stored as the meaning and the label together. A lead becomes `qualified` by being converted.'),\n      ownerEmail: stringField('A member’s address, resolved against the organization’s roster. Not with `ownerUid` in the same request.'),\n    },\n    fields: {\n      id: stringField('Lead id.'),\n      object: objectKindField('lead'),\n      siteId: stringField('Site the lead arrived on.'),\n      email: nullableField(stringField('Email — the lead’s identity within its site.')),\n      name: nullableField(stringField('Name, when supplied.')),\n      status: stringField('What the lead status means: `new`, `nurturing`, `working`, `qualified` or `unqualified`. What every filter and automation reads.'),\n      statusLabel: stringField('The organization’s label for the lead status value the lead holds — one of `status`’s meaning. Read-only; set it through `status`.'),\n      ownerUid: nullableField(stringField('Owning user.')),\n      notes: nullableField(stringField('Free-form notes.')),\n      unqualifiedReason: nullableField(stringField('Why the lead was disqualified.')),\n      company: nullableField(stringField('The company’s name, as text. Converting the lead is what links or creates the company record.')),\n      jobTitle: nullableField(stringField('Job title.')),\n      phone: nullableField(stringField('E.164 phone number.')),\n      website: nullableField(stringField('An http(s) URL.')),\n      address: nullableField(postalAddressField()),\n      tags: stringListField('Lower-cased tags.'),\n      leadSource: nullableField(\n        stringField(\n          \"Where the lead came from: one of the organization's active lead source values \" +\n            '(CRM › Fields › Leads), matched without regard to case. Any other value is refused ' +\n            'with a 400 naming the values allowed; the value a lead already holds is kept even ' +\n            \"after it is deactivated. A create that names none starts from the list's default.\",\n        ),\n      ),\n      // Salesforce's standard lead fields (AGL-3513).\n      salutation: nullableField(stringField('Salutation: one of the organization’s active Salutation values (CRM › Fields › Contacts), matched without regard to case. Any other value is a `400` naming the values allowed; the value a lead already holds is kept.')),\n      firstName: nullableField(stringField('First name, at most 59 characters. While it or `lastName` is set, `name` is \"First Last\".')),\n      lastName: nullableField(stringField('Last name, at most 59 characters.')),\n      mobilePhone: nullableField(stringField('E.164 mobile phone number.')),\n      fax: nullableField(stringField('E.164 fax number.')),\n      doNotCall: booleanField('The person asked not to be phoned. A hint on every call control, never a block. `false` clears it.'),\n      industry: nullableField(stringField('Industry: one of the organization’s active Industry values (CRM › Fields › Companies) — the list companies keep, so converting carries it. Any other value is a `400` naming the values allowed; the value a lead already holds is kept.')),\n      rating: nullableField(stringField('Rating: one of the organization’s active Rating values (CRM › Fields › Companies). Any other value is a `400` naming the values allowed.')),\n      annualRevenueCents: nullableField(integerField('Annual revenue in the minor unit of `currency`, 0 or more.')),\n      currency: stringField('Lowercase ISO 4217 code of the annual revenue. `usd` when unset.'),\n      numberOfEmployees: nullableField(integerField('Number of employees, 0 to 99,999,999.')),\n      sources: stringListField('The surfaces that captured the lead: `signup`, `booking`, `form:{formId}`, `import`, `manual`, `api`.'),\n      submissionCount: integerField('How many form submissions this lead has made.'),\n      firstSeen: isoField('First interaction.'),\n      lastSeen: isoField('Most recent interaction.'),\n      marketingConsent: booleanField('Whether marketing consent was given.'),\n      marketingConsentAt: nullableField(isoField('When consent was given.')),\n      convertedContactId: nullableField(stringField('Contact created by conversion.')),\n      convertedAt: nullableField(isoField('When it was converted.')),\n      companyId: nullableField(stringField('Company created or matched by conversion.')),\n      dealId: nullableField(stringField('Deal created by conversion.')),\n      ...RECORD_STAMPS,\n    },\n    ops: [\n      { path: '/v1/leads', method: 'get', operationId: 'listLeads', summary: 'List leads', list: true, returns: 'Lead', entitlement: 'crm', filters: [UPDATED_AFTER_PARAM, queryParam('siteId', 'Site the lead arrived on.'), queryParam('status', 'Lead status.'), queryParam('ownerUid', 'Owning user.')] },\n      { path: '/v1/leads', method: 'post', operationId: 'createLead', summary: 'Create a lead', accepts: 'LeadWrite', returns: 'Lead', entitlement: 'crm', creates: true, description: 'A lead sourced outside the site, entered before anyone has qualified it. One address is one lead per site: creating one the site already holds updates it and answers 200. No contact and no company are created — converting the lead does that — and no marketing consent is recorded.' },\n      { path: '/v1/leads/{leadId}', method: 'get', operationId: 'getLead', summary: 'Retrieve a lead', returns: 'Lead', entitlement: 'crm', pathParams: [{ name: 'leadId', description: 'Lead id.' }] },\n      { path: '/v1/leads/{leadId}', method: 'patch', operationId: 'updateLead', summary: 'Update a lead', accepts: 'LeadWrite', returns: 'Lead', entitlement: 'crm', pathParams: [{ name: 'leadId', description: 'Lead id.' }] },\n      { path: '/v1/leads/{leadId}/convert', method: 'post', operationId: 'convertLead', summary: 'Convert a lead', returns: 'LeadConversion', entitlement: 'crm', description: 'Creates a contact, and optionally a company and a deal. Idempotent on the lead: converting an already-converted lead returns the existing ids.', pathParams: [{ name: 'leadId', description: 'Lead id.' }] },\n    ],\n    components: {\n      LeadConversion: {\n        type: 'object',\n        description:\n          'What the conversion produced. Idempotent on the lead: converting an ' +\n          'already-converted lead returns the existing ids rather than creating ' +\n          'a second set.',\n        properties: {\n          object: { type: 'string', const: 'lead_conversion' },\n          contactId: { type: 'string' },\n          companyId: { type: ['string', 'null'] },\n          dealId: { type: ['string', 'null'] },\n        },\n        additionalProperties: true,\n      },\n    },\n  },\n  'email-templates': {\n    tag: 'Email templates',\n    description: 'Reusable email bodies.',\n    schemaName: 'EmailTemplate',\n    required: ['id', 'object', 'name'],\n    writable: ['name', 'kind', 'visibility', 'ownerUid', 'subject', 'body', 'consentSiteId'],\n    writeOnly: {\n      consentSiteId: stringField('The site the template is created on behalf of.'),\n    },\n    writeNote: 'A create needs `name`, `body` and `consentSiteId`; a `PATCH` that names `consentSiteId` is a `400`.',\n    fields: {\n      id: stringField('Template id.'),\n      object: objectKindField('email_template'),\n      name: stringField('Template name.'),\n      kind: stringField('Template kind.'),\n      visibility: stringField('`org` or `private`.'),\n      ownerUid: nullableField(stringField('Owner, for a private template.')),\n      subject: stringField('Subject line.'),\n      body: stringField('Body. May contain merge tokens.'),\n      siteId: nullableField(stringField('Site the template belongs to, when scoped.')),\n      ...RECORD_STAMPS,\n    },\n    ops: [\n      { path: '/v1/email-templates', method: 'get', operationId: 'listEmailTemplates', summary: 'List email templates', list: true, returns: 'EmailTemplate', entitlement: 'crm', filters: [UPDATED_AFTER_PARAM, queryParam('kind', 'Template kind.'), queryParam('visibility', 'Visibility.')] },\n      { path: '/v1/email-templates', method: 'post', operationId: 'createEmailTemplate', summary: 'Create a template', accepts: 'EmailTemplateWrite', returns: 'EmailTemplate', entitlement: 'crm', creates: true },\n      { path: '/v1/email-templates/{templateId}', method: 'get', operationId: 'getEmailTemplate', summary: 'Retrieve a template', returns: 'EmailTemplate', entitlement: 'crm', pathParams: [{ name: 'templateId', description: 'Template id.' }] },\n      { path: '/v1/email-templates/{templateId}', method: 'patch', operationId: 'updateEmailTemplate', summary: 'Update a template', accepts: 'EmailTemplateWrite', returns: 'EmailTemplate', entitlement: 'crm', pathParams: [{ name: 'templateId', description: 'Template id.' }] },\n      { path: '/v1/email-templates/{templateId}', method: 'delete', operationId: 'deleteEmailTemplate', summary: 'Delete a template', returns: 'Deleted', entitlement: 'crm', pathParams: [{ name: 'templateId', description: 'Template id.' }] },\n    ],\n  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package/src/lib/server/automation-steps.js

@@ -28,6 +28,7 @@ import { CRM_SUITE_FEATURE } from "./suite-gate.js";
 import { crmTaskReminderAfterEdit } from "../model/crm-task-reminders.js";
 import { recomputeCrmNextTaskAt } from "./crm-next-activity.js";
 import { newCrmActivityRef, writeCrmEmailActivity } from "./crm-email-activity.js";
+import { stampCrmActivityCompany } from "../model/crm-activity-link.js";
 const DAY_MS = 24 * 60 * 60 * 1000;
 /**
  * The contact an event names, as this site may see it.
@@ -294,11 +295,12 @@ const DAY_MS = 24 * 60 * 60 * 1000;
     };
     const orgRef = firebaseAdmin.app().firestore().collection('orgs').doc(env.orgId);
     const visibleTo = crmScopeTokens((_env_org = env.org) != null ? _env_org : null, group);
-    const links = _extends({
+    const links = stampCrmActivityCompany({
         contactId: contact.id
-    }, facet.companyId ? {
-        companyId: facet.companyId
-    } : {});
+    }, {
+        contact: contact.data,
+        groupId: group.groupId
+    });
     if (step.type === 'createCrmTask') {
         var _step_title, _facet_ownerUid;
         var _step_assigneeUid, _step_assigneeEmail;
@@ -617,14 +619,14 @@ const DAY_MS = 24 * 60 * 60 * 1000;
             return null;
         }
         const group = await consentGroupForSite(hostId);
-        const facet = person.kind === 'contact' ? readContactFacet(person.data, group.groupId) : null;
         const link = person.kind === 'lead' ? {
             leadId: person.id
-        } : _extends({
+        } : stampCrmActivityCompany({
             contactId: person.id
-        }, (facet == null ? void 0 : facet.companyId) ? {
-            companyId: facet.companyId
-        } : {});
+        }, {
+            contact: person.data,
+            groupId: group.groupId
+        });
         if (!crmActivityLogHasRoom(await countCrmActivitiesForRecord(orgRef, link))) {
             return null;
         }

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/automation-steps.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  buildCrmEmailActivity,\n  checkEntitlement,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_TAG_MAX_LENGTH,\n  contactFacetPath,\n  CRM_ACTIVITY_LOG_FULL_MESSAGE,\n  CRM_COLLECTIONS,\n  crmActivityLogHasRoom,\n  type CrmActivity,\n  type CrmActivityDirection,\n  crmActivityDirection,\n  type CrmActivityLink,\n  type CrmTask,\n  type CrmTaskPriority,\n  crmEmailDeliveryTags,\n  crmScopeTokens,\n  crmTaskLabelsForNew,\n  crmTaskListFields,\n  normalizeContactEmail,\n  parseCrmMemberRef,\n  personKey,\n  planLabelGrantingFeature,\n  readContactFacet,\n  visibleToHost,\n} from '@aglyn/aglyn/server'\nimport type {\n  PluginRecordEmailPrepareRequest,\n  PluginRecordPreparedEmail,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-timeline'\nimport type {\n  ServerStepAnswer,\n  ServerStepRequest,\n} from '@aglyn/aglyn/plugin-manager/plugin-server-steps'\nimport {\n  consentGroupForSite,\n  countCrmActivitiesForRecord,\n  firebaseAdmin,\n  orgDataQueryForHost,\n  restampCrmListFieldsAt,\n} from '@aglyn/tenant-data-admin'\n// The leaf, not the barrel: the specs substitute the barrel wholesale, and\n// the lookup must reach the real index logic under them.\nimport { findContactByEmail } from '@aglyn/tenant-data-admin/server/contact-email-index'\nimport { FieldValue } from 'firebase-admin/firestore'\n// The leaf, not the runtime barrel: the specs substitute it.\nimport {\n  OWNER_ASSIGNMENT_REFUSALS,\n  reassignContactOwner,\n  reassignLeadOwner,\n} from './assign-contact-owner'\nimport { createResourceUid } from '@aglyn/aglyn/app-utils/create-resource-uid'\nimport type { InteractionStepGuard } from '@aglyn/aglyn/app-utils/site-interactions'\nimport type { ContactLifecycleStage, CrmActivityKind, CrmTaskKind } from '@aglyn/aglyn/app-utils/crm-kinds'\nimport type { CRM_STEP_TYPES } from '../constants/bundle-common'\nimport { readCrmTaskPicklists } from './read-picklist'\nimport { CRM_SUITE_FEATURE } from './suite-gate'\nimport { crmTaskReminderAfterEdit } from '../model/crm-task-reminders'\nimport { recomputeCrmNextTaskAt } from './crm-next-activity'\nimport { newCrmActivityRef, writeCrmEmailActivity } from './crm-email-activity'\n\n/**\n * THE AUTOMATION STEPS THAT WRITE THE CRM (AGL-2605), run for the automation\n * engine through the platform's server-step seam (`plugin-server-steps`,\n * AGL-3080): `setContactStage`, `addContactTag`, `assignContactOwner`,\n * `createCrmTask` and `logCrmActivity`.\n *\n * The engine keeps the step's guard, the run's order, its history and the\n * nesting cap; this answers what the step did. A refusal is ANSWERED as\n * `error`, never thrown, and its words are the line the run history carries —\n * the same words the engine wrote when these steps were its own.\n *\n * The five share one shape no other step has: each begins by finding THE\n * PERSON the event is about, and each writes either inside the site's facet on\n * that person or a record stamped with the site's scope. One resolver and one\n * scope expression, used five times, rather than five copies drifting apart.\n *\n * ## The person is the event's, never the step's\n *\n * A step carries no contact reference. The contact is whoever the event\n * names — by `contactId` when the emitting door knew the document, and by\n * `email` otherwise, which is what every pre-CRM event carries. Both lookups\n * are scoped to what THIS site may see: a document the id names but the site\n * cannot read is treated as absent, exactly as the scoped query would have\n * treated it, so an event replayed against the wrong site reaches nobody.\n *\n * ## A missing person is a reported no-op\n *\n * Nothing is written and the step's error names the reason, which lands in\n * the run summary beside the trigger — the same place \"why didn't it fire?\"\n * is answered for every other step. Silence here would make a mis-wired\n * trigger (a form with no email field) indistinguishable from a working one.\n *\n * ## The plan gate is the CRM's\n *\n * Every step is refused on a workspace whose plan does not carry the CRM,\n * into the run history with the tier that carries it, so a Free workspace\n * whose flow names a CRM step reads why the step did nothing rather than a\n * log that says it ran. The org document is the one the run's gate already\n * read, handed over with the step, so the check costs no read.\n *\n * The same module answers the record timeline's `prepareEmail` (AGL-2615): an\n * automation's email addressed to the contact the event is about is filed on\n * that contact's timeline — see {@link prepareCrmRecordEmail}.\n */\n\n/** One of the steps this module runs. */\nexport type CrmStepType = (typeof CRM_STEP_TYPES)[number]\n\n/**\n * A CRM step, as it is stored: the CRM's own shapes of the steps it runs. The\n * automation editor writes them and checks them; `apps/console/specs/\n * crm-automation-steps.spec.ts` runs what it writes through this module.\n */\nexport type CrmAutomationStep = (\n  | { type: 'setContactStage'; lifecycleStage: ContactLifecycleStage }\n  | { type: 'addContactTag'; tag: string }\n  | { type: 'assignContactOwner'; ownerUid?: string; ownerEmail?: string; roundRobin?: boolean }\n  | {\n      type: 'createCrmTask'\n      title: string\n      kind: CrmTaskKind\n      /** `normal` when absent — the steps written before priorities were (AGL-3517). */\n      priority?: CrmTaskPriority\n      dueInDays: number\n      assigneeUid?: string\n      assigneeEmail?: string\n    }\n  | {\n      type: 'logCrmActivity'\n      kind: CrmActivityKind\n      body: string\n      /** Which way a call or an email went (AGL-3517). */\n      direction?: CrmActivityDirection\n    }\n) & { when?: InteractionStepGuard | null } & { type: CrmStepType }\n\n/** The site, the plan and the org a step or an email is answered for. */\ninterface CrmStepEnv {\n  hostId: string\n  /** The owning org's billing doc, already read by the run's gate. */\n  org: unknown\n  orgId: string | null\n}\n\nconst DAY_MS = 24 * 60 * 60 * 1000\n\ninterface ResolvedContact {\n  id: string\n  ref: FirebaseFirestore.DocumentReference\n  data: Record<string, unknown>\n}\n\n/**\n * The person a CRM step acts on: a contact, or — when the workspace holds\n * none for them — the LEAD the site filed (AGL-3458).\n *\n * A lead-routed form files a lead and no contact (AGL-3232), and announces it\n * with the `lead` event. An automation welcoming that person — assign an\n * owner, book a call, tag them — has only the lead to act on, so each step\n * that has a lead's equivalent writes it there: the lead's own `ownerUid`,\n * its own `tags`, a task or an activity filed under `leadId`. A stage is a\n * contact's alone, and a step setting one on a lead says so.\n */\ntype ResolvedPerson =\n  | ({ kind: 'contact' } & ResolvedContact)\n  | ({ kind: 'lead' } & ResolvedContact)\n\n/**\n * The contact an event names, as this site may see it.\n *\n * Id first, because a CRM event carries the document the door just wrote and\n * a lookup by id is a read, not a query. The address second, through the\n * org's address index narrowed to this site (AGL-2633), for every event that\n * predates the CRM and knows only who filled in the form — so an address a\n * merge folded into another record still reaches the person who now holds it.\n */\nasync function resolveEventContact(\n  hostId: string,\n  named: { contactId?: unknown; email?: unknown },\n): Promise<ResolvedContact | null> {\n  const { ref: contactsRef } = await orgDataQueryForHost(hostId, 'contacts')\n  const contactId = String(named.contactId ?? '').trim()\n  if (contactId) {\n    const doc = await contactsRef.doc(contactId).get()\n    if (doc.exists && visibleToHost(doc.get('visibleTo'), hostId)) {\n      return { id: doc.id, ref: doc.ref, data: doc.data() ?? {} }\n    }\n  }\n  const hit = await findContactByEmail(contactsRef, named.email, { hostId })\n  return hit ? { id: hit.id, ref: hit.ref, data: hit.data() ?? {} } : null\n}\n\n/**\n * The lead an event names, as this site may see it: by `leadId` — the `lead`\n * event carries it, and it is the person's key — else by the key of the\n * `email`. A row this site cannot see is absent, exactly as a contact's is.\n */\nasync function resolveEventLead(\n  hostId: string,\n  named: { leadId?: unknown; email?: unknown },\n): Promise<ResolvedContact | null> {\n  const key = String(named.leadId ?? '').trim() || personKey(named.email) || ''\n  if (!key) return null\n  const { ref: leadsRef } = await orgDataQueryForHost(hostId, 'leads')\n  const doc = await leadsRef.doc(key).get()\n  if (!doc.exists || !visibleToHost(doc.get('visibleTo'), hostId)) return null\n  return { id: doc.id, ref: doc.ref, data: doc.data() ?? {} }\n}\n\n/** The contact the event names, else its lead — see {@link ResolvedPerson}. */\nasync function resolveEventPerson(\n  hostId: string,\n  named: { contactId?: unknown; leadId?: unknown; email?: unknown },\n): Promise<ResolvedPerson | null> {\n  const contact = await resolveEventContact(hostId, named)\n  if (contact) return { kind: 'contact', ...contact }\n  const lead = await resolveEventLead(hostId, named)\n  return lead ? { kind: 'lead', ...lead } : null\n}\n\n/**\n * The uid a step names for somebody on the team — an owner, an assignee —\n * resolved against the org's roster, whichever way the step named them.\n *\n * A step names a member by uid when a picker wrote it and by address when a\n * person typed it, and the editor's one text field accepts either — so both\n * fields are read through `parseCrmMemberRef`, and an address typed into the\n * uid slot or a uid typed into the address slot still names the person.\n *\n * Both are RESOLVED, not trusted. `orgs/{orgId}/members/{uid}` is keyed by the\n * uid, so a uid costs one document read and must exist: `ownerUid` and\n * `assigneeUid` are fields every reader resolves as a member, and a stranger's\n * uid in one is a task nobody on the team can find. An address is matched on\n * the roster's own `email` field, and two production paths create a member\n * document WITHOUT one (a host-access re-grant, and an add whose auth record\n * carried none) — such a member is named by uid, which is the reason the\n * editor takes one.\n *\n * The roster is the only directory consulted. A project-level Auth lookup by\n * address would resolve people who are not on this organization at all\n * (AGL-1122). A reference that resolves neither way is an error, not a stored\n * string.\n */\nasync function resolveMemberUid(\n  orgId: string | null,\n  named: { uid?: string; email?: string },\n  role: 'owner' | 'assignee',\n): Promise<{ uid: string; detail: string } | { error: string }> {\n  const ref = parseCrmMemberRef(named.uid) ?? parseCrmMemberRef(named.email)\n  if (!ref) return { error: `no ${role} named on the step` }\n  if (!orgId) return { error: 'this site has no organization' }\n  const members = firebaseAdmin\n    .app()\n    .firestore()\n    .collection('orgs')\n    .doc(orgId)\n    .collection('members')\n  if (ref.kind === 'uid') {\n    const member = await members.doc(ref.uid).get()\n    if (member.exists) return { uid: ref.uid, detail: ref.uid }\n    return { error: `no team member with the id ${ref.uid}` }\n  }\n  const byField = (await members.where('email', '==', ref.email).limit(1).get()).docs[0]\n  if (byField) return { uid: byField.id, detail: ref.email }\n  return { error: `no team member with the address ${ref.email}` }\n}\n\n/**\n * Runs one CRM step for the person the event names: the executor the CRM\n * registers on the server-step seam for every type in `CRM_STEP_TYPES`.\n *\n * Never throws for a plan without the CRM, a missing person, an unknown owner\n * or a site with no org — those are answered as `error` so the run records\n * them; a Firestore failure propagates, and the engine records it the same\n * way.\n */\nexport async function runCrmAutomationStep(\n  request: ServerStepRequest,\n  nowMs = Date.now(),\n): Promise<ServerStepAnswer> {\n  if (!checkEntitlement(request.org as Parameters<typeof checkEntitlement>[0], CRM_SUITE_FEATURE)) {\n    return { error: `CRM steps require the ${planLabelGrantingFeature(CRM_SUITE_FEATURE)} plan` }\n  }\n  const env: CrmStepEnv = { hostId: request.hostId, org: request.org, orgId: request.orgId }\n  const step = request.step as unknown as CrmAutomationStep\n  const actionId = request.run.id\n  const { hostId } = env\n  const person = await resolveEventPerson(hostId, request.payload)\n  if (!person) {\n    const named = String(request.payload['contactId'] ?? request.payload['email'] ?? '').trim()\n    return {\n      error: named\n        ? `no contact or lead this site can see for ${named}`\n        : 'the event names no contact — no contactId or email in its payload',\n    }\n  }\n  if (person.kind === 'lead') return runLeadStep(env, actionId, step, person, nowMs)\n  const contact = person\n  /*\n   * THE HOLDER whose facet the write addresses — the site's consent group,\n   * which is the site alone unless the org declared the site one of a set\n   * that presents as one sender. Same resolution the capture doors use, so a\n   * stage set here lands in the facet the console reads.\n   */\n  const group = await consentGroupForSite(hostId)\n  const facet = readContactFacet(contact.data, group.groupId)\n  const email = String(contact.data['email'] ?? '')\n\n  if (step.type === 'setContactStage') {\n    const previous = facet.lifecycleStage ?? ''\n    const label = CONTACT_LIFECYCLE_STAGE_LABELS[step.lifecycleStage]\n    /*\n     * A stage set to what it already is changes nothing and ANNOUNCES\n     * nothing. The write is skipped so the row's `updatedAt` does not move for\n     * a non-event, and the absent emit is what stops an action that sets the\n     * stage it listens for from re-running on its own write — the engine's\n     * nesting cap bounds that chain, this ends it at once.\n     */\n    if (previous === step.lifecycleStage) {\n      return { detail: `${label} (already)` }\n    }\n    await contact.ref.update({\n      [contactFacetPath(group.groupId, 'lifecycleStage')]: step.lifecycleStage,\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // The stage is what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(contact.ref, 'contacts')\n    /*\n     * A stage set by an automation IS a stage change, and the action\n     * listening for it must run — but through the engine's nesting cap, so\n     * the event is answered back for the engine to raise, never raised here.\n     */\n    return {\n      detail: label,\n      emit: {\n        event: 'contactStageChanged',\n        payload: {\n          contactId: contact.id,\n          email,\n          lifecycleStage: step.lifecycleStage,\n          previousStage: previous,\n        },\n      },\n    }\n  }\n\n  if (step.type === 'addContactTag') {\n    const tag = String(step.tag ?? '')\n      .trim()\n      .slice(0, CONTACT_TAG_MAX_LENGTH)\n    if (!tag) return { error: 'the step has no tag' }\n    // `arrayUnion`, so the tag a merchant already applied by hand is not\n    // duplicated and the tags beside it are kept.\n    await contact.ref.update({\n      [contactFacetPath(group.groupId, 'tags')]: FieldValue.arrayUnion(tag),\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // The tags are what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(contact.ref, 'contacts')\n    return { detail: tag }\n  }\n\n  if (step.type === 'assignContactOwner') {\n    /*\n     * Through the one server assignment (AGL-2618), in both of the step's\n     * modes, rather than a facet write of its own: the helper is what moves\n     * the round-robin pointer inside the transaction that writes the owner,\n     * mirrors the owner onto the site's lead, and tells the new owner. A\n     * member named on the step is still resolved here — by address against\n     * the roster, as before — and handed over by uid; the helper checks the\n     * roster document again, which is one read and the same answer.\n     */\n    let assign: { memberUid: string } | { roundRobin: true }\n    let named = 'round robin'\n    if (step.roundRobin === true) {\n      assign = { roundRobin: true }\n    } else {\n      const owner = await resolveMemberUid(\n        env.orgId,\n        { uid: step.ownerUid, email: step.ownerEmail },\n        'owner',\n      )\n      if ('error' in owner) return { error: owner.error }\n      assign = { memberUid: owner.uid }\n      named = owner.detail\n    }\n    const verdict = await reassignContactOwner({\n      hostId,\n      contactId: contact.id,\n      email,\n      assign,\n    })\n    if (verdict.outcome === 'none') {\n      return { error: OWNER_ASSIGNMENT_REFUSALS[verdict.reason] }\n    }\n    if (verdict.outcome === 'unchanged') {\n      return { detail: `${named} (already)` }\n    }\n    return {\n      detail: step.roundRobin === true ? `round robin → ${verdict.ownerUid}` : named,\n    }\n  }\n\n  // The two record creators: a task and an activity are documents of their\n  // own beside the contact, stamped with the scope a contact captured on this\n  // site would carry — `crmScopeTokens` is the create path's own expression,\n  // so a record an automation made is visible to exactly the sites a record a\n  // person made would be.\n  if (!env.orgId) return { error: 'this site has no organization' }\n  const orgRef = firebaseAdmin.app().firestore().collection('orgs').doc(env.orgId)\n  const visibleTo = crmScopeTokens((env.org ?? null) as Record<string, unknown> | null, group)\n  const links = {\n    contactId: contact.id,\n    ...(facet.companyId ? { companyId: facet.companyId } : {}),\n  }\n\n  if (step.type === 'createCrmTask') {\n    const title = String(step.title ?? '')\n      .trim()\n      .slice(0, 200)\n    if (!title) return { error: 'the task has no title' }\n    const dueInDays = Math.max(0, Math.round(Number(step.dueInDays) || 0))\n    /*\n     * The assignee the step names, else the person who OWNS the contact, else\n     * nobody. A follow-up task belongs to whoever holds the relationship, and\n     * an automation that had to name one person for every contact it touches\n     * would assign the whole list to one rep. A named assignee who cannot be\n     * resolved is an error rather than a fallback to the owner: the author\n     * named somebody on purpose.\n     */\n    let assignee = facet.ownerUid ?? ''\n    if (step.assigneeUid?.trim() || step.assigneeEmail?.trim()) {\n      const named = await resolveMemberUid(\n        env.orgId,\n        { uid: step.assigneeUid, email: step.assigneeEmail },\n        'assignee',\n      )\n      if ('error' in named) return { error: named.error }\n      assignee = named.uid\n    }\n    const dueAtMs = nowMs + dueInDays * DAY_MS\n    const priority: CrmTaskPriority =\n      step.priority === 'high' || step.priority === 'low' ? step.priority : 'normal'\n    // The org's labels for the meanings the step names (AGL-3517).\n    const labels = crmTaskLabelsForNew(\n      await readCrmTaskPicklists(firebaseAdmin.app().firestore(), env.orgId),\n      { kind: step.kind, priority },\n    )\n    const task: CrmTask = {\n      title,\n      kind: step.kind,\n      priority,\n      status: 'open',\n      ...labels,\n      dueAtMs,\n      // The reminder a person's task gets (AGL-2659): the due time.\n      remindAtMs: crmTaskReminderAfterEdit({ dueAtMs, previous: null }),\n      ...(assignee ? { assigneeUid: assignee } : {}),\n      createdByUid: '',\n      sourceActionId: actionId,\n      ...links,\n      hostId,\n      visibleTo,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    }\n    // What the Tasks list searches by (AGL-3321), beside the task.\n    await orgRef.collection(CRM_COLLECTIONS.tasks).add({ ...task, ...crmTaskListFields(task) })\n    // The contact and company the task names carry `nextTaskAtMs` (AGL-2661);\n    // a figure that could not move is the Fields section's recompute's.\n    await recomputeCrmNextTaskAt(firebaseAdmin.app().firestore(), env.orgId, [links]).catch(\n      (error: unknown) => {\n        console.error('[crm] next activity could not be recomputed', env.orgId, error)\n      },\n    )\n    return { detail: title.slice(0, 60) }\n  }\n\n  if (step.type === 'logCrmActivity') {\n    const body = String(step.body ?? '')\n      .trim()\n      .slice(0, 2000)\n    if (!body) return { error: 'the activity has no body' }\n    /*\n     * The per-record ceiling (AGL-2611), and this step is the writer it exists\n     * for: a flow that logs on every page view fills one person's log in an\n     * afternoon. Refused into the run history as an error, the way an\n     * unresolvable assignee is, so the merchant reads why the flow stopped\n     * writing rather than finding a log that silently stopped.\n     */\n    const logged = await countCrmActivitiesForRecord(orgRef, links)\n    if (!crmActivityLogHasRoom(logged)) {\n      return { error: CRM_ACTIVITY_LOG_FULL_MESSAGE }\n    }\n    const direction = crmActivityDirection(step.kind, step.direction)\n    const activity: CrmActivity = {\n      kind: step.kind,\n      body,\n      ...(direction ? { direction } : {}),\n      atMs: nowMs,\n      byUid: '',\n      sourceActionId: actionId,\n      ...links,\n      hostId,\n      visibleTo,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    }\n    await orgRef.collection(CRM_COLLECTIONS.activities).add(activity)\n    return { detail: step.kind }\n  }\n\n  return { error: `unknown CRM step \"${(step as { type: string }).type}\"` }\n}\n\n/**\n * A CRM step on a LEAD (AGL-3458) — the person is not a contact yet, so each\n * step writes the lead's equivalent of what it writes on a contact. See\n * {@link ResolvedPerson}.\n */\nasync function runLeadStep(\n  env: CrmStepEnv,\n  actionId: string,\n  step: CrmAutomationStep,\n  lead: ResolvedContact,\n  nowMs: number,\n): Promise<ServerStepAnswer> {\n  const { hostId } = env\n  if (step.type === 'setContactStage') {\n    return {\n      error:\n        'the event names a lead, and a lead has no lifecycle stage until it is ' +\n        'converted to a contact',\n    }\n  }\n  if (step.type === 'addContactTag') {\n    const tag = String(step.tag ?? '')\n      .trim()\n      .slice(0, CONTACT_TAG_MAX_LENGTH)\n    if (!tag) return { error: 'the step has no tag' }\n    await lead.ref.update({\n      tags: FieldValue.arrayUnion(tag),\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // A lead's tags are what the Leads list searches (AGL-3321).\n    await restampCrmListFieldsAt(lead.ref, 'leads')\n    return { detail: `${tag} (lead)` }\n  }\n  if (step.type === 'assignContactOwner') {\n    let assign: { memberUid: string } | { roundRobin: true }\n    let named = 'round robin'\n    if (step.roundRobin === true) {\n      assign = { roundRobin: true }\n    } else {\n      const owner = await resolveMemberUid(\n        env.orgId,\n        { uid: step.ownerUid, email: step.ownerEmail },\n        'owner',\n      )\n      if ('error' in owner) return { error: owner.error }\n      assign = { memberUid: owner.uid }\n      named = owner.detail\n    }\n    const verdict = await reassignLeadOwner({ hostId, leadId: lead.id, assign })\n    if (verdict.outcome === 'none') {\n      return { error: OWNER_ASSIGNMENT_REFUSALS[verdict.reason] }\n    }\n    if (verdict.outcome === 'unchanged') return { detail: `${named} (already, lead)` }\n    return {\n      detail:\n        step.roundRobin === true\n          ? `round robin → ${verdict.ownerUid} (lead)`\n          : `${named} (lead)`,\n    }\n  }\n  if (!env.orgId) return { error: 'this site has no organization' }\n  const orgRef = firebaseAdmin.app().firestore().collection('orgs').doc(env.orgId)\n  const group = await consentGroupForSite(hostId)\n  const visibleTo = crmScopeTokens((env.org ?? null) as Record<string, unknown> | null, group)\n  // Filed under the lead, as a sequence's call step files one (AGL-3233); a\n  // conversion stamps the contact beside it, and the task follows the person.\n  const links = { leadId: lead.id }\n  if (step.type === 'createCrmTask') {\n    const title = String(step.title ?? '')\n      .trim()\n      .slice(0, 200)\n    if (!title) return { error: 'the task has no title' }\n    const dueInDays = Math.max(0, Math.round(Number(step.dueInDays) || 0))\n    // The named assignee, else whoever owns the lead NOW — an owner step\n    // earlier in this same run wrote the lead after it was resolved, so it\n    // is read again — else nobody.\n    let assignee: string\n    if (step.assigneeUid?.trim() || step.assigneeEmail?.trim()) {\n      const named = await resolveMemberUid(\n        env.orgId,\n        { uid: step.assigneeUid, email: step.assigneeEmail },\n        'assignee',\n      )\n      if ('error' in named) return { error: named.error }\n      assignee = named.uid\n    } else {\n      const fresh = await lead.ref.get()\n      assignee = String((fresh.data() ?? lead.data)['ownerUid'] ?? '')\n    }\n    const dueAtMs = nowMs + dueInDays * DAY_MS\n    const task: CrmTask = {\n      title,\n      kind: step.kind,\n      priority: 'normal',\n      status: 'open',\n      dueAtMs,\n      remindAtMs: crmTaskReminderAfterEdit({ dueAtMs, previous: null }),\n      ...(assignee ? { assigneeUid: assignee } : {}),\n      createdByUid: '',\n      sourceActionId: actionId,\n      ...links,\n      hostId,\n      visibleTo,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    }\n    await orgRef\n      .collection(CRM_COLLECTIONS.tasks)\n      .doc(createResourceUid())\n      .set({ ...task, ...crmTaskListFields(task) })\n    return { detail: `${title.slice(0, 60)} (lead)` }\n  }\n  if (step.type === 'logCrmActivity') {\n    const body = String(step.body ?? '')\n      .trim()\n      .slice(0, 2000)\n    if (!body) return { error: 'the activity has no body' }\n    if (!crmActivityLogHasRoom(await countCrmActivitiesForRecord(orgRef, links))) {\n      return { error: CRM_ACTIVITY_LOG_FULL_MESSAGE }\n    }\n    const activity: CrmActivity = {\n      kind: step.kind,\n      body,\n      atMs: nowMs,\n      byUid: '',\n      sourceActionId: actionId,\n      ...links,\n      hostId,\n      visibleTo,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    }\n    await orgRef.collection(CRM_COLLECTIONS.activities).doc(createResourceUid()).set(activity)\n    return { detail: `${step.kind} (lead)` }\n  }\n  return { error: `unknown CRM step \"${(step as { type: string }).type}\"` }\n}\n\n/**\n * Whether — and where — an email a plugin is about to send lands on a\n * timeline: the CRM's answer to the record timeline's `prepareEmail`.\n *\n * An automation's `sendEmail` step is not a CRM step: it mails whatever\n * address the event carries, to a person who may be nobody the CRM knows. It\n * earns a row on exactly one condition, that the message is ADDRESSED TO THE\n * PERSON the sender means — a contact, else the lead a lead-routed form filed\n * (AGL-3458), whose row lands on the lead's timeline — the person the request's link finds, at the\n * address the row holds. A welcome sequence to a new contact is that; an\n * internal alert routed to a merchant's own address through `toField` is not,\n * and a row for it would put the merchant's inbox on a customer's history.\n *\n * Prepared ahead of the send, for the reason the console route mints its id\n * first: the delivery webhook has nothing but the tags on the message to find\n * the row with. Nothing is written until `file` is called, once the provider\n * accepted the message. A workspace whose plan does not carry the CRM, a\n * record at the activity ceiling and a site with no org earn no row — the\n * message still goes, because the ceiling bounds the log and not the mail.\n *\n * **Never throws**, and neither does `file`. The row is bookkeeping beside a\n * send, and a lookup that fails must not become a message that never left —\n * the posture every meter beside a send takes. A failure is logged and the\n * message goes out untagged.\n */\nexport async function prepareCrmRecordEmail(\n  request: PluginRecordEmailPrepareRequest,\n): Promise<PluginRecordPreparedEmail | null> {\n  const orgId = String(request.orgId ?? '').trim()\n  const hostId = String(request.hostId ?? '').trim()\n  if (!orgId || !hostId) return null\n  const address = normalizeContactEmail(request.to)\n  if (!address) return null\n  try {\n    const firestore = firebaseAdmin.app().firestore()\n    const orgRef = firestore.collection('orgs').doc(orgId)\n    // The org the caller already read, or the one read here once.\n    const org =\n      request.org !== undefined ? request.org : ((await orgRef.get()).data() ?? null)\n    if (!checkEntitlement(org as Parameters<typeof checkEntitlement>[0], CRM_SUITE_FEATURE)) {\n      return null\n    }\n    const person = await resolveEventPerson(hostId, request.link)\n    if (!person || normalizeContactEmail(person.data['email']) !== address) {\n      return null\n    }\n    const group = await consentGroupForSite(hostId)\n    const facet = person.kind === 'contact' ? readContactFacet(person.data, group.groupId) : null\n    const link: CrmActivityLink =\n      person.kind === 'lead'\n        ? { leadId: person.id }\n        : {\n            contactId: person.id,\n            ...(facet?.companyId ? { companyId: facet.companyId } : {}),\n          }\n    if (!crmActivityLogHasRoom(await countCrmActivitiesForRecord(orgRef, link))) {\n      return null\n    }\n    const ref = newCrmActivityRef(firestore, orgId)\n    const visibleTo = crmScopeTokens((org ?? null) as Record<string, unknown> | null, group)\n    return {\n      tags: crmEmailDeliveryTags({ orgId, hostId, activityId: ref.id }),\n      /*\n       * The same shape the console route logs — `buildCrmEmailActivity` is the\n       * one builder — with the sender's id as its source and nobody as its\n       * author. Never throws: the message has left, and a row that could not\n       * be written is a gap on the timeline rather than a failed send.\n       */\n      async file(sent) {\n        try {\n          await writeCrmEmailActivity(\n            ref,\n            buildCrmEmailActivity({\n              subject: sent.subject,\n              body: sent.body,\n              to: normalizeContactEmail(sent.to) ?? sent.to,\n              atMs: sent.atMs ?? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/automation-steps.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  buildCrmEmailActivity,\n  checkEntitlement,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_TAG_MAX_LENGTH,\n  contactFacetPath,\n  CRM_ACTIVITY_LOG_FULL_MESSAGE,\n  CRM_COLLECTIONS,\n  crmActivityLogHasRoom,\n  type CrmActivity,\n  type CrmActivityDirection,\n  crmActivityDirection,\n  type CrmActivityLink,\n  type CrmTask,\n  type CrmTaskPriority,\n  crmEmailDeliveryTags,\n  crmScopeTokens,\n  crmTaskLabelsForNew,\n  crmTaskListFields,\n  normalizeContactEmail,\n  parseCrmMemberRef,\n  personKey,\n  planLabelGrantingFeature,\n  readContactFacet,\n  visibleToHost,\n} from '@aglyn/aglyn/server'\nimport type {\n  PluginRecordEmailPrepareRequest,\n  PluginRecordPreparedEmail,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-timeline'\nimport type {\n  ServerStepAnswer,\n  ServerStepRequest,\n} from '@aglyn/aglyn/plugin-manager/plugin-server-steps'\nimport {\n  consentGroupForSite,\n  countCrmActivitiesForRecord,\n  firebaseAdmin,\n  orgDataQueryForHost,\n  restampCrmListFieldsAt,\n} from '@aglyn/tenant-data-admin'\n// The leaf, not the barrel: the specs substitute the barrel wholesale, and\n// the lookup must reach the real index logic under them.\nimport { findContactByEmail } from '@aglyn/tenant-data-admin/server/contact-email-index'\nimport { FieldValue } from 'firebase-admin/firestore'\n// The leaf, not the runtime barrel: the specs substitute it.\nimport {\n  OWNER_ASSIGNMENT_REFUSALS,\n  reassignContactOwner,\n  reassignLeadOwner,\n} from './assign-contact-owner'\nimport { createResourceUid } from '@aglyn/aglyn/app-utils/create-resource-uid'\nimport type { InteractionStepGuard } from '@aglyn/aglyn/app-utils/site-interactions'\nimport type { ContactLifecycleStage, CrmActivityKind, CrmTaskKind } from '@aglyn/aglyn/app-utils/crm-kinds'\nimport type { CRM_STEP_TYPES } from '../constants/bundle-common'\nimport { readCrmTaskPicklists } from './read-picklist'\nimport { CRM_SUITE_FEATURE } from './suite-gate'\nimport { crmTaskReminderAfterEdit } from '../model/crm-task-reminders'\nimport { recomputeCrmNextTaskAt } from './crm-next-activity'\nimport { newCrmActivityRef, writeCrmEmailActivity } from './crm-email-activity'\nimport { stampCrmActivityCompany } from '../model/crm-activity-link'\n\n/**\n * THE AUTOMATION STEPS THAT WRITE THE CRM (AGL-2605), run for the automation\n * engine through the platform's server-step seam (`plugin-server-steps`,\n * AGL-3080): `setContactStage`, `addContactTag`, `assignContactOwner`,\n * `createCrmTask` and `logCrmActivity`.\n *\n * The engine keeps the step's guard, the run's order, its history and the\n * nesting cap; this answers what the step did. A refusal is ANSWERED as\n * `error`, never thrown, and its words are the line the run history carries —\n * the same words the engine wrote when these steps were its own.\n *\n * The five share one shape no other step has: each begins by finding THE\n * PERSON the event is about, and each writes either inside the site's facet on\n * that person or a record stamped with the site's scope. One resolver and one\n * scope expression, used five times, rather than five copies drifting apart.\n *\n * ## The person is the event's, never the step's\n *\n * A step carries no contact reference. The contact is whoever the event\n * names — by `contactId` when the emitting door knew the document, and by\n * `email` otherwise, which is what every pre-CRM event carries. Both lookups\n * are scoped to what THIS site may see: a document the id names but the site\n * cannot read is treated as absent, exactly as the scoped query would have\n * treated it, so an event replayed against the wrong site reaches nobody.\n *\n * ## A missing person is a reported no-op\n *\n * Nothing is written and the step's error names the reason, which lands in\n * the run summary beside the trigger — the same place \"why didn't it fire?\"\n * is answered for every other step. Silence here would make a mis-wired\n * trigger (a form with no email field) indistinguishable from a working one.\n *\n * ## The plan gate is the CRM's\n *\n * Every step is refused on a workspace whose plan does not carry the CRM,\n * into the run history with the tier that carries it, so a Free workspace\n * whose flow names a CRM step reads why the step did nothing rather than a\n * log that says it ran. The org document is the one the run's gate already\n * read, handed over with the step, so the check costs no read.\n *\n * The same module answers the record timeline's `prepareEmail` (AGL-2615): an\n * automation's email addressed to the contact the event is about is filed on\n * that contact's timeline — see {@link prepareCrmRecordEmail}.\n */\n\n/** One of the steps this module runs. */\nexport type CrmStepType = (typeof CRM_STEP_TYPES)[number]\n\n/**\n * A CRM step, as it is stored: the CRM's own shapes of the steps it runs. The\n * automation editor writes them and checks them; `apps/console/specs/\n * crm-automation-steps.spec.ts` runs what it writes through this module.\n */\nexport type CrmAutomationStep = (\n  | { type: 'setContactStage'; lifecycleStage: ContactLifecycleStage }\n  | { type: 'addContactTag'; tag: string }\n  | { type: 'assignContactOwner'; ownerUid?: string; ownerEmail?: string; roundRobin?: boolean }\n  | {\n      type: 'createCrmTask'\n      title: string\n      kind: CrmTaskKind\n      /** `normal` when absent — the steps written before priorities were (AGL-3517). */\n      priority?: CrmTaskPriority\n      dueInDays: number\n      assigneeUid?: string\n      assigneeEmail?: string\n    }\n  | {\n      type: 'logCrmActivity'\n      kind: CrmActivityKind\n      body: string\n      /** Which way a call or an email went (AGL-3517). */\n      direction?: CrmActivityDirection\n    }\n) & { when?: InteractionStepGuard | null } & { type: CrmStepType }\n\n/** The site, the plan and the org a step or an email is answered for. */\ninterface CrmStepEnv {\n  hostId: string\n  /** The owning org's billing doc, already read by the run's gate. */\n  org: unknown\n  orgId: string | null\n}\n\nconst DAY_MS = 24 * 60 * 60 * 1000\n\ninterface ResolvedContact {\n  id: string\n  ref: FirebaseFirestore.DocumentReference\n  data: Record<string, unknown>\n}\n\n/**\n * The person a CRM step acts on: a contact, or — when the workspace holds\n * none for them — the LEAD the site filed (AGL-3458).\n *\n * A lead-routed form files a lead and no contact (AGL-3232), and announces it\n * with the `lead` event. An automation welcoming that person — assign an\n * owner, book a call, tag them — has only the lead to act on, so each step\n * that has a lead's equivalent writes it there: the lead's own `ownerUid`,\n * its own `tags`, a task or an activity filed under `leadId`. A stage is a\n * contact's alone, and a step setting one on a lead says so.\n */\ntype ResolvedPerson =\n  | ({ kind: 'contact' } & ResolvedContact)\n  | ({ kind: 'lead' } & ResolvedContact)\n\n/**\n * The contact an event names, as this site may see it.\n *\n * Id first, because a CRM event carries the document the door just wrote and\n * a lookup by id is a read, not a query. The address second, through the\n * org's address index narrowed to this site (AGL-2633), for every event that\n * predates the CRM and knows only who filled in the form — so an address a\n * merge folded into another record still reaches the person who now holds it.\n */\nasync function resolveEventContact(\n  hostId: string,\n  named: { contactId?: unknown; email?: unknown },\n): Promise<ResolvedContact | null> {\n  const { ref: contactsRef } = await orgDataQueryForHost(hostId, 'contacts')\n  const contactId = String(named.contactId ?? '').trim()\n  if (contactId) {\n    const doc = await contactsRef.doc(contactId).get()\n    if (doc.exists && visibleToHost(doc.get('visibleTo'), hostId)) {\n      return { id: doc.id, ref: doc.ref, data: doc.data() ?? {} }\n    }\n  }\n  const hit = await findContactByEmail(contactsRef, named.email, { hostId })\n  return hit ? { id: hit.id, ref: hit.ref, data: hit.data() ?? {} } : null\n}\n\n/**\n * The lead an event names, as this site may see it: by `leadId` — the `lead`\n * event carries it, and it is the person's key — else by the key of the\n * `email`. A row this site cannot see is absent, exactly as a contact's is.\n */\nasync function resolveEventLead(\n  hostId: string,\n  named: { leadId?: unknown; email?: unknown },\n): Promise<ResolvedContact | null> {\n  const key = String(named.leadId ?? '').trim() || personKey(named.email) || ''\n  if (!key) return null\n  const { ref: leadsRef } = await orgDataQueryForHost(hostId, 'leads')\n  const doc = await leadsRef.doc(key).get()\n  if (!doc.exists || !visibleToHost(doc.get('visibleTo'), hostId)) return null\n  return { id: doc.id, ref: doc.ref, data: doc.data() ?? {} }\n}\n\n/** The contact the event names, else its lead — see {@link ResolvedPerson}. */\nasync function resolveEventPerson(\n  hostId: string,\n  named: { contactId?: unknown; leadId?: unknown; email?: unknown },\n): Promise<ResolvedPerson | null> {\n  const contact = await resolveEventContact(hostId, named)\n  if (contact) return { kind: 'contact', ...contact }\n  const lead = await resolveEventLead(hostId, named)\n  return lead ? { kind: 'lead', ...lead } : null\n}\n\n/**\n * The uid a step names for somebody on the team — an owner, an assignee —\n * resolved against the org's roster, whichever way the step named them.\n *\n * A step names a member by uid when a picker wrote it and by address when a\n * person typed it, and the editor's one text field accepts either — so both\n * fields are read through `parseCrmMemberRef`, and an address typed into the\n * uid slot or a uid typed into the address slot still names the person.\n *\n * Both are RESOLVED, not trusted. `orgs/{orgId}/members/{uid}` is keyed by the\n * uid, so a uid costs one document read and must exist: `ownerUid` and\n * `assigneeUid` are fields every reader resolves as a member, and a stranger's\n * uid in one is a task nobody on the team can find. An address is matched on\n * the roster's own `email` field, and two production paths create a member\n * document WITHOUT one (a host-access re-grant, and an add whose auth record\n * carried none) — such a member is named by uid, which is the reason the\n * editor takes one.\n *\n * The roster is the only directory consulted. A project-level Auth lookup by\n * address would resolve people who are not on this organization at all\n * (AGL-1122). A reference that resolves neither way is an error, not a stored\n * string.\n */\nasync function resolveMemberUid(\n  orgId: string | null,\n  named: { uid?: string; email?: string },\n  role: 'owner' | 'assignee',\n): Promise<{ uid: string; detail: string } | { error: string }> {\n  const ref = parseCrmMemberRef(named.uid) ?? parseCrmMemberRef(named.email)\n  if (!ref) return { error: `no ${role} named on the step` }\n  if (!orgId) return { error: 'this site has no organization' }\n  const members = firebaseAdmin\n    .app()\n    .firestore()\n    .collection('orgs')\n    .doc(orgId)\n    .collection('members')\n  if (ref.kind === 'uid') {\n    const member = await members.doc(ref.uid).get()\n    if (member.exists) return { uid: ref.uid, detail: ref.uid }\n    return { error: `no team member with the id ${ref.uid}` }\n  }\n  const byField = (await members.where('email', '==', ref.email).limit(1).get()).docs[0]\n  if (byField) return { uid: byField.id, detail: ref.email }\n  return { error: `no team member with the address ${ref.email}` }\n}\n\n/**\n * Runs one CRM step for the person the event names: the executor the CRM\n * registers on the server-step seam for every type in `CRM_STEP_TYPES`.\n *\n * Never throws for a plan without the CRM, a missing person, an unknown owner\n * or a site with no org — those are answered as `error` so the run records\n * them; a Firestore failure propagates, and the engine records it the same\n * way.\n */\nexport async function runCrmAutomationStep(\n  request: ServerStepRequest,\n  nowMs = Date.now(),\n): Promise<ServerStepAnswer> {\n  if (!checkEntitlement(request.org as Parameters<typeof checkEntitlement>[0], CRM_SUITE_FEATURE)) {\n    return { error: `CRM steps require the ${planLabelGrantingFeature(CRM_SUITE_FEATURE)} plan` }\n  }\n  const env: CrmStepEnv = { hostId: request.hostId, org: request.org, orgId: request.orgId }\n  const step = request.step as unknown as CrmAutomationStep\n  const actionId = request.run.id\n  const { hostId } = env\n  const person = await resolveEventPerson(hostId, request.payload)\n  if (!person) {\n    const named = String(request.payload['contactId'] ?? request.payload['email'] ?? '').trim()\n    return {\n      error: named\n        ? `no contact or lead this site can see for ${named}`\n        : 'the event names no contact — no contactId or email in its payload',\n    }\n  }\n  if (person.kind === 'lead') return runLeadStep(env, actionId, step, person, nowMs)\n  const contact = person\n  /*\n   * THE HOLDER whose facet the write addresses — the site's consent group,\n   * which is the site alone unless the org declared the site one of a set\n   * that presents as one sender. Same resolution the capture doors use, so a\n   * stage set here lands in the facet the console reads.\n   */\n  const group = await consentGroupForSite(hostId)\n  const facet = readContactFacet(contact.data, group.groupId)\n  const email = String(contact.data['email'] ?? '')\n\n  if (step.type === 'setContactStage') {\n    const previous = facet.lifecycleStage ?? ''\n    const label = CONTACT_LIFECYCLE_STAGE_LABELS[step.lifecycleStage]\n    /*\n     * A stage set to what it already is changes nothing and ANNOUNCES\n     * nothing. The write is skipped so the row's `updatedAt` does not move for\n     * a non-event, and the absent emit is what stops an action that sets the\n     * stage it listens for from re-running on its own write — the engine's\n     * nesting cap bounds that chain, this ends it at once.\n     */\n    if (previous === step.lifecycleStage) {\n      return { detail: `${label} (already)` }\n    }\n    await contact.ref.update({\n      [contactFacetPath(group.groupId, 'lifecycleStage')]: step.lifecycleStage,\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // The stage is what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(contact.ref, 'contacts')\n    /*\n     * A stage set by an automation IS a stage change, and the action\n     * listening for it must run — but through the engine's nesting cap, so\n     * the event is answered back for the engine to raise, never raised here.\n     */\n    return {\n      detail: label,\n      emit: {\n        event: 'contactStageChanged',\n        payload: {\n          contactId: contact.id,\n          email,\n          lifecycleStage: step.lifecycleStage,\n          previousStage: previous,\n        },\n      },\n    }\n  }\n\n  if (step.type === 'addContactTag') {\n    const tag = String(step.tag ?? '')\n      .trim()\n      .slice(0, CONTACT_TAG_MAX_LENGTH)\n    if (!tag) return { error: 'the step has no tag' }\n    // `arrayUnion`, so the tag a merchant already applied by hand is not\n    // duplicated and the tags beside it are kept.\n    await contact.ref.update({\n      [contactFacetPath(group.groupId, 'tags')]: FieldValue.arrayUnion(tag),\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // The tags are what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(contact.ref, 'contacts')\n    return { detail: tag }\n  }\n\n  if (step.type === 'assignContactOwner') {\n    /*\n     * Through the one server assignment (AGL-2618), in both of the step's\n     * modes, rather than a facet write of its own: the helper is what moves\n     * the round-robin pointer inside the transaction that writes the owner,\n     * mirrors the owner onto the site's lead, and tells the new owner. A\n     * member named on the step is still resolved here — by address against\n     * the roster, as before — and handed over by uid; the helper checks the\n     * roster document again, which is one read and the same answer.\n     */\n    let assign: { memberUid: string } | { roundRobin: true }\n    let named = 'round robin'\n    if (step.roundRobin === true) {\n      assign = { roundRobin: true }\n    } else {\n      const owner = await resolveMemberUid(\n        env.orgId,\n        { uid: step.ownerUid, email: step.ownerEmail },\n        'owner',\n      )\n      if ('error' in owner) return { error: owner.error }\n      assign = { memberUid: owner.uid }\n      named = owner.detail\n    }\n    const verdict = await reassignContactOwner({\n      hostId,\n      contactId: contact.id,\n      email,\n      assign,\n    })\n    if (verdict.outcome === 'none') {\n      return { error: OWNER_ASSIGNMENT_REFUSALS[verdict.reason] }\n    }\n    if (verdict.outcome === 'unchanged') {\n      return { detail: `${named} (already)` }\n    }\n    return {\n      detail: step.roundRobin === true ? `round robin → ${verdict.ownerUid}` : named,\n    }\n  }\n\n  // The two record creators: a task and an activity are documents of their\n  // own beside the contact, stamped with the scope a contact captured on this\n  // site would carry — `crmScopeTokens` is the create path's own expression,\n  // so a record an automation made is visible to exactly the sites a record a\n  // person made would be.\n  if (!env.orgId) return { error: 'this site has no organization' }\n  const orgRef = firebaseAdmin.app().firestore().collection('orgs').doc(env.orgId)\n  const visibleTo = crmScopeTokens((env.org ?? null) as Record<string, unknown> | null, group)\n  const links = stampCrmActivityCompany(\n    { contactId: contact.id },\n    { contact: contact.data, groupId: group.groupId },\n  )\n\n  if (step.type === 'createCrmTask') {\n    const title = String(step.title ?? '')\n      .trim()\n      .slice(0, 200)\n    if (!title) return { error: 'the task has no title' }\n    const dueInDays = Math.max(0, Math.round(Number(step.dueInDays) || 0))\n    /*\n     * The assignee the step names, else the person who OWNS the contact, else\n     * nobody. A follow-up task belongs to whoever holds the relationship, and\n     * an automation that had to name one person for every contact it touches\n     * would assign the whole list to one rep. A named assignee who cannot be\n     * resolved is an error rather than a fallback to the owner: the author\n     * named somebody on purpose.\n     */\n    let assignee = facet.ownerUid ?? ''\n    if (step.assigneeUid?.trim() || step.assigneeEmail?.trim()) {\n      const named = await resolveMemberUid(\n        env.orgId,\n        { uid: step.assigneeUid, email: step.assigneeEmail },\n        'assignee',\n      )\n      if ('error' in named) return { error: named.error }\n      assignee = named.uid\n    }\n    const dueAtMs = nowMs + dueInDays * DAY_MS\n    const priority: CrmTaskPriority =\n      step.priority === 'high' || step.priority === 'low' ? step.priority : 'normal'\n    // The org's labels for the meanings the step names (AGL-3517).\n    const labels = crmTaskLabelsForNew(\n      await readCrmTaskPicklists(firebaseAdmin.app().firestore(), env.orgId),\n      { kind: step.kind, priority },\n    )\n    const task: CrmTask = {\n      title,\n      kind: step.kind,\n      priority,\n      status: 'open',\n      ...labels,\n      dueAtMs,\n      // The reminder a person's task gets (AGL-2659): the due time.\n      remindAtMs: crmTaskReminderAfterEdit({ dueAtMs, previous: null }),\n      ...(assignee ? { assigneeUid: assignee } : {}),\n      createdByUid: '',\n      sourceActionId: actionId,\n      ...links,\n      hostId,\n      visibleTo,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    }\n    // What the Tasks list searches by (AGL-3321), beside the task.\n    await orgRef.collection(CRM_COLLECTIONS.tasks).add({ ...task, ...crmTaskListFields(task) })\n    // The contact and company the task names carry `nextTaskAtMs` (AGL-2661);\n    // a figure that could not move is the Fields section's recompute's.\n    await recomputeCrmNextTaskAt(firebaseAdmin.app().firestore(), env.orgId, [links]).catch(\n      (error: unknown) => {\n        console.error('[crm] next activity could not be recomputed', env.orgId, error)\n      },\n    )\n    return { detail: title.slice(0, 60) }\n  }\n\n  if (step.type === 'logCrmActivity') {\n    const body = String(step.body ?? '')\n      .trim()\n      .slice(0, 2000)\n    if (!body) return { error: 'the activity has no body' }\n    /*\n     * The per-record ceiling (AGL-2611), and this step is the writer it exists\n     * for: a flow that logs on every page view fills one person's log in an\n     * afternoon. Refused into the run history as an error, the way an\n     * unresolvable assignee is, so the merchant reads why the flow stopped\n     * writing rather than finding a log that silently stopped.\n     */\n    const logged = await countCrmActivitiesForRecord(orgRef, links)\n    if (!crmActivityLogHasRoom(logged)) {\n      return { error: CRM_ACTIVITY_LOG_FULL_MESSAGE }\n    }\n    const direction = crmActivityDirection(step.kind, step.direction)\n    const activity: CrmActivity = {\n      kind: step.kind,\n      body,\n      ...(direction ? { direction } : {}),\n      atMs: nowMs,\n      byUid: '',\n      sourceActionId: actionId,\n      ...links,\n      hostId,\n      visibleTo,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    }\n    await orgRef.collection(CRM_COLLECTIONS.activities).add(activity)\n    return { detail: step.kind }\n  }\n\n  return { error: `unknown CRM step \"${(step as { type: string }).type}\"` }\n}\n\n/**\n * A CRM step on a LEAD (AGL-3458) — the person is not a contact yet, so each\n * step writes the lead's equivalent of what it writes on a contact. See\n * {@link ResolvedPerson}.\n */\nasync function runLeadStep(\n  env: CrmStepEnv,\n  actionId: string,\n  step: CrmAutomationStep,\n  lead: ResolvedContact,\n  nowMs: number,\n): Promise<ServerStepAnswer> {\n  const { hostId } = env\n  if (step.type === 'setContactStage') {\n    return {\n      error:\n        'the event names a lead, and a lead has no lifecycle stage until it is ' +\n        'converted to a contact',\n    }\n  }\n  if (step.type === 'addContactTag') {\n    const tag = String(step.tag ?? '')\n      .trim()\n      .slice(0, CONTACT_TAG_MAX_LENGTH)\n    if (!tag) return { error: 'the step has no tag' }\n    await lead.ref.update({\n      tags: FieldValue.arrayUnion(tag),\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // A lead's tags are what the Leads list searches (AGL-3321).\n    await restampCrmListFieldsAt(lead.ref, 'leads')\n    return { detail: `${tag} (lead)` }\n  }\n  if (step.type === 'assignContactOwner') {\n    let assign: { memberUid: string } | { roundRobin: true }\n    let named = 'round robin'\n    if (step.roundRobin === true) {\n      assign = { roundRobin: true }\n    } else {\n      const owner = await resolveMemberUid(\n        env.orgId,\n        { uid: step.ownerUid, email: step.ownerEmail },\n        'owner',\n      )\n      if ('error' in owner) return { error: owner.error }\n      assign = { memberUid: owner.uid }\n      named = owner.detail\n    }\n    const verdict = await reassignLeadOwner({ hostId, leadId: lead.id, assign })\n    if (verdict.outcome === 'none') {\n      return { error: OWNER_ASSIGNMENT_REFUSALS[verdict.reason] }\n    }\n    if (verdict.outcome === 'unchanged') return { detail: `${named} (already, lead)` }\n    return {\n      detail:\n        step.roundRobin === true\n          ? `round robin → ${verdict.ownerUid} (lead)`\n          : `${named} (lead)`,\n    }\n  }\n  if (!env.orgId) return { error: 'this site has no organization' }\n  const orgRef = firebaseAdmin.app().firestore().collection('orgs').doc(env.orgId)\n  const group = await consentGroupForSite(hostId)\n  const visibleTo = crmScopeTokens((env.org ?? null) as Record<string, unknown> | null, group)\n  // Filed under the lead, as a sequence's call step files one (AGL-3233); a\n  // conversion stamps the contact beside it, and the task follows the person.\n  const links = { leadId: lead.id }\n  if (step.type === 'createCrmTask') {\n    const title = String(step.title ?? '')\n      .trim()\n      .slice(0, 200)\n    if (!title) return { error: 'the task has no title' }\n    const dueInDays = Math.max(0, Math.round(Number(step.dueInDays) || 0))\n    // The named assignee, else whoever owns the lead NOW — an owner step\n    // earlier in this same run wrote the lead after it was resolved, so it\n    // is read again — else nobody.\n    let assignee: string\n    if (step.assigneeUid?.trim() || step.assigneeEmail?.trim()) {\n      const named = await resolveMemberUid(\n        env.orgId,\n        { uid: step.assigneeUid, email: step.assigneeEmail },\n        'assignee',\n      )\n      if ('error' in named) return { error: named.error }\n      assignee = named.uid\n    } else {\n      const fresh = await lead.ref.get()\n      assignee = String((fresh.data() ?? lead.data)['ownerUid'] ?? '')\n    }\n    const dueAtMs = nowMs + dueInDays * DAY_MS\n    const task: CrmTask = {\n      title,\n      kind: step.kind,\n      priority: 'normal',\n      status: 'open',\n      dueAtMs,\n      remindAtMs: crmTaskReminderAfterEdit({ dueAtMs, previous: null }),\n      ...(assignee ? { assigneeUid: assignee } : {}),\n      createdByUid: '',\n      sourceActionId: actionId,\n      ...links,\n      hostId,\n      visibleTo,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    }\n    await orgRef\n      .collection(CRM_COLLECTIONS.tasks)\n      .doc(createResourceUid())\n      .set({ ...task, ...crmTaskListFields(task) })\n    return { detail: `${title.slice(0, 60)} (lead)` }\n  }\n  if (step.type === 'logCrmActivity') {\n    const body = String(step.body ?? '')\n      .trim()\n      .slice(0, 2000)\n    if (!body) return { error: 'the activity has no body' }\n    if (!crmActivityLogHasRoom(await countCrmActivitiesForRecord(orgRef, links))) {\n      return { error: CRM_ACTIVITY_LOG_FULL_MESSAGE }\n    }\n    const activity: CrmActivity = {\n      kind: step.kind,\n      body,\n      atMs: nowMs,\n      byUid: '',\n      sourceActionId: actionId,\n      ...links,\n      hostId,\n      visibleTo,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    }\n    await orgRef.collection(CRM_COLLECTIONS.activities).doc(createResourceUid()).set(activity)\n    return { detail: `${step.kind} (lead)` }\n  }\n  return { error: `unknown CRM step \"${(step as { type: string }).type}\"` }\n}\n\n/**\n * Whether — and where — an email a plugin is about to send lands on a\n * timeline: the CRM's answer to the record timeline's `prepareEmail`.\n *\n * An automation's `sendEmail` step is not a CRM step: it mails whatever\n * address the event carries, to a person who may be nobody the CRM knows. It\n * earns a row on exactly one condition, that the message is ADDRESSED TO THE\n * PERSON the sender means — a contact, else the lead a lead-routed form filed\n * (AGL-3458), whose row lands on the lead's timeline — the person the request's link finds, at the\n * address the row holds. A welcome sequence to a new contact is that; an\n * internal alert routed to a merchant's own address through `toField` is not,\n * and a row for it would put the merchant's inbox on a customer's history.\n *\n * Prepared ahead of the send, for the reason the console route mints its id\n * first: the delivery webhook has nothing but the tags on the message to find\n * the row with. Nothing is written until `file` is called, once the provider\n * accepted the message. A workspace whose plan does not carry the CRM, a\n * record at the activity ceiling and a site with no org earn no row — the\n * message still goes, because the ceiling bounds the log and not the mail.\n *\n * **Never throws**, and neither does `file`. The row is bookkeeping beside a\n * send, and a lookup that fails must not become a message that never left —\n * the posture every meter beside a send takes. A failure is logged and the\n * message goes out untagged.\n */\nexport async function prepareCrmRecordEmail(\n  request: PluginRecordEmailPrepareRequest,\n): Promise<PluginRecordPreparedEmail | null> {\n  const orgId = String(request.orgId ?? '').trim()\n  const hostId = String(request.hostId ?? '').trim()\n  if (!orgId || !hostId) return null\n  const address = normalizeContactEmail(request.to)\n  if (!address) return null\n  try {\n    const firestore = firebaseAdmin.app().firestore()\n    const orgRef = firestore.collection('orgs').doc(orgId)\n    // The org the caller already read, or the one read here once.\n    const org =\n      request.org !== undefined ? request.org : ((await orgRef.get()).data() ?? null)\n    if (!checkEntitlement(org as Parameters<typeof checkEntitlement>[0], CRM_SUITE_FEATURE)) {\n      return null\n    }\n    const person = await resolveEventPerson(hostId, request.link)\n    if (!person || normalizeContactEmail(person.data['email']) !== address) {\n      return null\n    }\n    const group = await consentGroupForSite(hostId)\n    const link: CrmActivityLink =\n      person.kind === 'lead'\n        ? { leadId: person.id }\n        : stampCrmActivityCompany(\n            { contactId: person.id },\n            { contact: person.data, groupId: group.groupId },\n          )\n    if (!crmActivityLogHasRoom(await countCrmActivitiesForRecord(orgRef, link))) {\n      return null\n    }\n    const ref = newCrmActivityRef(firestore, orgId)\n    const visibleTo = crmScopeTokens((org ?? null) as Record<string, unknown> | null, group)\n    return {\n      tags: crmEmailDeliveryTags({ orgId, hostId, activityId: ref.id }),\n      /*\n       * The same shape the console route logs — `buildCrmEmailActivity` is the\n       * one builder — with the sender's id as its source and nobody as its\n       * author. Never throws: the message has left, and a row that could not\n       * be written is a gap on the timeline rather than a failed send.\n       */\n      async file(sent) {\n        try {\n          await writeCrmEmailActivity(\n            ref,\n            buildCrmEmailActivity({\n              subject: sent.subject,\n              body: sent.body,\n              to: normalizeContactEmail(sent.to) ?? sent.to,\n              atMs: sent.atMs ?? Date.now(),\n              byUid: '',\n              sourceActionId: sent.sourceRef,\n              link,\n              hostId,\n              visibleTo,\n            }),\n          )\n        } catch (error) {\n          console.error('[crm] automation email activity write failed', ref.id, error)\n        }\n      },\n    }\n  } catch (error) {\n    console.error('[crm] automation email activity could not be prepared', hostId, error)\n    return null\n  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