@aglyn/plugins-crm 1.0.0 → 1.2.0

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/record-timeline.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  registerPluginRecordTimelineWriter,\n  type PluginRecordActivityRequest,\n  type PluginRecordDeliveryRequest,\n  type PluginRecordEntryContext,\n  type PluginRecordTaggedDeliveryRequest,\n  type PluginRecordTaskRequest,\n  type PluginRecordTimelineWriter,\n  type PluginRecordWrite,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-timeline'\nimport {\n  checkEntitlement,\n  consentGroupForHost,\n  CRM_ACTIVITY_LOG_FULL_MESSAGE,\n  CRM_COLLECTIONS,\n  crmActivityLogHasRoom,\n  CRM_EMAIL_ACTIVITY_TAG,\n  CRM_EMAIL_ORG_TAG,\n  crmScopeTokens,\n  crmTaskLabelsForNew,\n  crmTaskListFields,\n  isCrmActivityKind,\n  isCrmTaskKind,\n  readContactFacet,\n  visibleToHost,\n  type CrmActivity,\n  type CrmActivityLink,\n  type CrmTask,\n} from '@aglyn/aglyn/server'\nimport {\n  countCrmActivitiesForRecord,\n  findContactByEmail,\n  firebaseAdmin,\n  readLeadForHost,\n} from '@aglyn/tenant-data-admin'\nimport { isDocumentId } from '@aglyn/tenant-data-admin/server/document-id'\nimport { createHash } from 'crypto'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { BUNDLE_ID } from '../constants/bundle-common'\nimport { buildCrmCapturedEmailActivity, crmCapturedEmailKey } from '../model/crm-inbound'\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 {\n  createCrmEmailActivity,\n  crmActivityRef,\n  crmCapturedEmailActivityRef,\n  crmEmailDeliveryStateForEvent,\n  recordCrmEmailDelivery,\n} from './crm-email-activity'\n\n/**\n * THE CRM'S WRITER ON THE CORE'S RECORD-TIMELINE SEAM (AGL-2981).\n *\n * Another plugin files an activity or a task on a contact, company or deal —\n * an email a sequence sent, the reply it read, the call it asks for — and\n * this writes it as the CRM writes its own:\n *\n *  1. the workspace's plan carries the CRM (`features.crm`), as at every\n *     CRM door; a Free workspace keeps no records to file on;\n *  2. the entry carries the scope a record made on that site carries\n *     (`crmScopeTokens`), so exactly the people who see the record see it;\n *  3. an EMAIL is filed under the id the capture address files a copy of the\n *     same message by (`cap_` + the digest of its `Message-ID`), and written\n *     with `create()`: the send, a copy the rep forwarded to the capture\n *     address, and a second run of the caller are one row;\n *  4. anything else — a note, a task — is filed under the caller's own key,\n *     hashed with the caller's plugin id, and written once the same way;\n *  5. a record at its activity ceiling is refused with the sentence every\n *     CRM writer answers with, before anything is written;\n *  6. a bounce or a complaint on a filed email (AGL-3245) advances that\n *     email's own delivery state — the row the send was filed under, found\n *     by its `Message-ID` — exactly as the campaign webhook advances one,\n *     so the timeline reads Sent, then Bounced, with what the server said.\n *\n * Each entry names the plugin that filed it (`sourcePluginId`), and a task's\n * `nextTaskAtMs` is recomputed on the records it names, as every server\n * writer of a task does.\n *\n * ## A record found rather than named\n *\n * A caller that holds no id of the CRM's — a booking made through a link a\n * rep dropped from a record, or one taken off the widget cold (AGL-2660) —\n * hands back the record the link carried, or the booker's address, and the\n * entry is filed where the CRM finds it: the record the reference names\n * when this site may see it, otherwise the contact the address names\n * through the org's address index, narrowed to the site. A deal carries its\n * contact and company onto the entry; a contact its company, from the\n * site's own facet. A task with no assignee of the caller's goes to whoever\n * holds that record.\n */\n\ntype Firestore = FirebaseFirestore.Firestore\n\nexport interface CrmRecordTimelineDeps {\n  firestore(): Firestore\n}\n\n/** gRPC `ALREADY_EXISTS`, which `create()` rejects with when the document is there. */\nconst ALREADY_EXISTS = 6\n\n/** The longest task title the CRM keeps, as its own forms do. */\nconst TASK_TITLE_MAX = 200\n/** The longest note body or task note an entry filed here keeps. */\nconst NOTE_MAX = 2_000\n\nconst refuse = (status: 400 | 403 | 404 | 409, error: string): PluginRecordWrite => ({\n  ok: false,\n  status,\n  error,\n})\n\n/** The record fields of a link, only the ones it names. */\nfunction linkFields(link: PluginRecordEntryContext['link']): CrmActivityLink {\n  return {\n    ...(link?.contactId ? { contactId: String(link.contactId) } : {}),\n    ...(link?.companyId ? { companyId: String(link.companyId) } : {}),\n    // A lead (AGL-3234): host-scoped by path, so the entry carries the\n    // site's scope like any record created from that site.\n    ...(link?.leadId ? { leadId: String(link.leadId) } : {}),\n  }\n}\n\n/** What a reference handed back by a caller may name: the records a booking link is dropped from. */\nconst FOUND_RECORD_KINDS: ReadonlySet<string> = new Set(['contact', 'lead', 'deal'])\n/**\n * A record id as the CRM mints them: Firestore's for a contact and a deal, a\n * person key for a lead. A reference arrives on a public request, so one\n * that could not be an id is passed over rather than read.\n */\nconst RECORD_ID_PATTERN = /^[A-Za-z0-9_-]{1,128}$/\n\n/** The record an entry lands on, and who holds it. */\ninterface FoundRecord {\n  link: CrmActivityLink\n  holderUid?: string\n}\n\n/** A contact's link and holder, from this site's facet on it. */\nfunction contactRecord(\n  contact: FirebaseFirestore.DocumentSnapshot,\n  groupId: string,\n): FoundRecord {\n  const facet = readContactFacet(contact.data() ?? {}, groupId)\n  return {\n    link: { contactId: contact.id, ...(facet.companyId ? { companyId: facet.companyId } : {}) },\n    ...(facet.ownerUid ? { holderUid: facet.ownerUid } : {}),\n  }\n}\n\n/**\n * The record a caller's reference names, then the contact its address does,\n * as `hostId` may see them; `null` when neither finds one. See the module\n * comment.\n */\nasync function findRecord(\n  orgRef: FirebaseFirestore.DocumentReference,\n  hostId: string,\n  groupId: string,\n  link: PluginRecordEntryContext['link'],\n): Promise<FoundRecord | null> {\n  const contacts = orgRef.collection('contacts')\n  const kind = String(link?.record?.kind ?? '')\n  const id = String(link?.record?.id ?? '')\n  if (FOUND_RECORD_KINDS.has(kind) && RECORD_ID_PATTERN.test(id)) {\n    if (kind === 'contact') {\n      const contact = await contacts.doc(id).get()\n      if (contact.exists && visibleToHost(contact.get('visibleTo'), hostId)) {\n        return contactRecord(contact, groupId)\n      }\n    } else if (kind === 'deal') {\n      const deal = await orgRef.collection(CRM_COLLECTIONS.deals).doc(id).get()\n      if (deal.exists && visibleToHost(deal.get('visibleTo'), hostId)) {\n        const contactId = String(deal.get('contactId') ?? '')\n        const companyId = String(deal.get('companyId') ?? '')\n        const ownerUid = String(deal.get('ownerUid') ?? '')\n        return {\n          link: { dealId: deal.id, ...(contactId ? { contactId } : {}), ...(companyId ? { companyId } : {}) },\n          ...(ownerUid ? { holderUid: ownerUid } : {}),\n        }\n      }\n    } else {\n      // A lead carries its own `visibleTo` (AGL-3275), and the site has to be\n      // allowed to see it, or one brand's booking would name another's lead.\n      const lead = await readLeadForHost(hostId, id)\n      if (lead && visibleToHost(lead.get('visibleTo'), hostId)) {\n        const ownerUid = String(lead.get('ownerUid') ?? '')\n        return { link: { leadId: lead.id }, ...(ownerUid ? { holderUid: ownerUid } : {}) }\n      }\n    }\n  }\n  const email = String(link?.email ?? '').trim()\n  if (!email) return null\n  const hit = await findContactByEmail(contacts, email, { hostId })\n  return hit ? contactRecord(hit, groupId) : null\n}\n\n/** Who holds a record a caller named by id: its contact's site facet, or its lead. */\nasync function holderOf(\n  orgRef: FirebaseFirestore.DocumentReference,\n  hostId: string,\n  groupId: string,\n  link: CrmActivityLink,\n): Promise<string | undefined> {\n  if (link.contactId) {\n    const contact = await orgRef.collection('contacts').doc(link.contactId).get()\n    return contact.exists ? contactRecord(contact, groupId).holderUid : undefined\n  }\n  if (link.leadId) {\n    const lead = await readLeadForHost(hostId, link.leadId)\n    return String(lead?.get('ownerUid') ?? '') || undefined\n  }\n  return undefined\n}\n\n/** The document id a caller's key files under: its own namespace, never a raw key. */\nfunction keyedId(sourcePluginId: string, key: string): string {\n  return `plg_${createHash('sha256').update(`${sourcePluginId}:${key}`).digest('hex').slice(0, 28)}`\n}\n\nexport function createCrmRecordTimelineWriter(deps: CrmRecordTimelineDeps): PluginRecordTimelineWriter {\n  /**\n   * The org, its plan, the link and the scope an entry is stamped with — and,\n   * when `wantHolder`, who holds the record it lands on.\n   */\n  async function admit(\n    context: PluginRecordEntryContext,\n    wantHolder = false,\n  ): Promise<\n    | PluginRecordWrite\n    | {\n        firestore: Firestore\n        orgRef: FirebaseFirestore.DocumentReference\n        link: CrmActivityLink\n        visibleTo: string[]\n        holderUid?: string\n      }\n  > {\n    const orgId = String(context.orgId ?? '').trim()\n    const hostId = String(context.hostId ?? '').trim()\n    const named = linkFields(context.link)\n    const isNamed = Boolean(named.contactId || named.companyId || named.leadId)\n    if (!orgId || !hostId || !String(context.sourcePluginId ?? '').trim()) {\n      return refuse(400, 'An entry names its organization, its site and the plugin filing it.')\n    }\n    if (!isNamed && !context.link?.record && !String(context.link?.email ?? '').trim()) {\n      return refuse(400, 'An entry is filed on a contact, a company or a lead, or names how to find one.')\n    }\n    const firestore = deps.firestore()\n    const orgRef = firestore.collection('orgs').doc(orgId)\n    const snapshot = await orgRef.get()\n    if (!snapshot.exists) return refuse(404, 'That organization no longer exists.')\n    const org = (snapshot.data() ?? {}) as Record<string, unknown>\n    if (!checkEntitlement(org, CRM_SUITE_FEATURE)) {\n      return refuse(403, \"This workspace's plan doesn't include the CRM.\")\n    }\n    const group = consentGroupForHost(org, hostId)\n    let link = named\n    let holderUid: string | undefined\n    if (isNamed) {\n      if (wantHolder) holderUid = await holderOf(orgRef, hostId, group.groupId, named)\n    } else {\n      const found = await findRecord(orgRef, hostId, group.groupId, context.link)\n      if (!found) return refuse(404, 'Nothing this site keeps matches the record or the address.')\n      link = found.link\n      holderUid = found.holderUid\n    }\n    return {\n      firestore,\n      orgRef,\n      link,\n      visibleTo: crmScopeTokens(org, group),\n      ...(holderUid ? { holderUid } : {}),\n    }\n  }\n\n  /** Creates a keyed entry once: `created: false` for one already filed. */\n  async function createOnce(\n    ref: FirebaseFirestore.DocumentReference,\n    data: Record<string, unknown>,\n  ): Promise<boolean> {\n    try {\n      await ref.create({\n        ...data,\n        createdAt: FieldValue.serverTimestamp(),\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      return true\n    } catch (error) {\n      if ((error as { code?: unknown })?.code === ALREADY_EXISTS) return false\n      throw error\n    }\n  }\n\n  return {\n    async logActivity(request: PluginRecordActivityRequest): Promise<PluginRecordWrite> {\n      if (!isCrmActivityKind(request.kind)) return refuse(400, `\"${String(request.kind)}\" isn't an activity.`)\n      const admitted = await admit(request)\n      if ('ok' in admitted) return admitted\n      const { firestore, orgRef, link, visibleTo } = admitted\n      const orgId = orgRef.id\n\n      let ref: FirebaseFirestore.DocumentReference\n      let activity: CrmActivity\n      if (request.kind === 'email') {\n        const email = request.email\n        const key = email ? crmCapturedEmailKey(email.messageId, null) : null\n        if (!email || !key) return refuse(400, 'An email is filed by its Message-ID.')\n        ref = crmCapturedEmailActivityRef(firestore, orgId, key)\n        activity = buildCrmCapturedEmailActivity({\n          direction: email.direction === 'inbound' ? 'inbound' : 'outbound',\n          subject: email.subject,\n          excerpt: request.body,\n          from: email.from,\n          to: email.to,\n          messageId: email.messageId,\n          inReplyTo: email.inReplyTo ?? null,\n          atMs: request.atMs,\n          byUid: String(request.byUid ?? ''),\n          byName: request.byName ?? null,\n          link,\n          hostId: request.hostId,\n          visibleTo,\n        })\n      } else {\n        const key = String(request.dedupeKey ?? '').trim()\n        if (!key) return refuse(400, 'An entry that is not an email names its own key.')\n        ref = crmActivityRef(firestore, orgId, keyedId(request.sourcePluginId, key))\n        const byName = String(request.byName ?? '').trim()\n        activity = {\n          kind: request.kind,\n          body: String(request.body ?? '').slice(0, NOTE_MAX),\n          atMs: request.atMs,\n          byUid: String(request.byUid ?? ''),\n          ...(byName ? { byName } : {}),\n          ...link,\n          hostId: request.hostId,\n          visibleTo,\n        }\n      }\n      // Filed before: answered off the one read, ahead of the ceiling's count.\n      if ((await ref.get()).exists) return { ok: true, id: ref.id, created: false }\n      if (!crmActivityLogHasRoom(await countCrmActivitiesForRecord(orgRef, link))) {\n        return refuse(409, CRM_ACTIVITY_LOG_FULL_MESSAGE)\n      }\n      const stamped = { ...activity, sourcePluginId: request.sourcePluginId }\n      const created =\n        request.kind === 'email'\n          ? (await createCrmEmailActivity(ref, stamped)) === 'created'\n          : await createOnce(ref, stamped as unknown as Record<string, unknown>)\n      return { ok: true, id: ref.id, created }\n    },\n\n    async createTask(request: PluginRecordTaskRequest): Promise<PluginRecordWrite> {\n      const title = String(request.title ?? '').replace(/\\s+/g, ' ').trim().slice(0, TASK_TITLE_MAX)\n      const key = String(request.dedupeKey ?? '').trim()\n      if (!title || !key) return refuse(400, 'A task has a title and the caller’s own key.')\n      if (!isCrmTaskKind(request.kind)) return refuse(400, `\"${String(request.kind)}\" isn't a task.`)\n      if (!Number.isFinite(request.dueAtMs)) return refuse(400, 'A task has a due time.')\n      const admitted = await admit(request, request.assigneeUid === null)\n      if ('ok' in admitted) return admitted\n      const { firestore, orgRef, link, visibleTo } = admitted\n      const ref = orgRef.collection(CRM_COLLECTIONS.tasks).doc(keyedId(request.sourcePluginId, key))\n      const notes = String(request.notes ?? '').trim().slice(0, NOTE_MAX)\n      // `null` is \"whoever holds the record\", which admission read.\n      const assigneeUid =\n        request.assigneeUid === null\n          ? (admitted.holderUid ?? '')\n          : String(request.assigneeUid ?? '').trim()\n      // The org's labels for the meanings it is filed with (AGL-3517).\n      const labels = crmTaskLabelsForNew(await readCrmTaskPicklists(firestore, orgRef.id), {\n        kind: request.kind,\n        priority: 'normal',\n      })\n      const task: CrmTask = {\n        title,\n        ...(notes ? { notes } : {}),\n        kind: request.kind,\n        priority: 'normal',\n        status: 'open',\n        ...labels,\n        dueAtMs: request.dueAtMs,\n        // The reminder a person's task gets (AGL-2659): the due time.\n        remindAtMs: crmTaskReminderAfterEdit({ dueAtMs: request.dueAtMs, previous: null }),\n        ...(assigneeUid ? { assigneeUid } : {}),\n        createdByUid: String(request.createdByUid ?? ''),\n        sourcePluginId: request.sourcePluginId,\n        ...link,\n        hostId: request.hostId,\n        visibleTo,\n      }\n      // What the Tasks list searches by (AGL-3321), beside the task.\n      const created = await createOnce(ref, { ...task, ...crmTaskListFields(task) })\n      if (created) {\n        // The records the task names carry `nextTaskAtMs` (AGL-2661); a figure\n        // that could not move is the Fields section's recompute's.\n        await recomputeCrmNextTaskAt(firestore, orgRef.id, [link]).catch((error: unknown) => {\n          console.error('[crm] next activity could not be recomputed', orgRef.id, error)\n        })\n      }\n      return { ok: true, id: ref.id, created }\n    },\n\n    async recordEmailDelivery(request: PluginRecordDeliveryRequest): Promise<PluginRecordWrite> {\n      const orgId = String(request.orgId ?? '').trim()\n      const key = crmCapturedEmailKey(request.messageId, null)\n      if (!orgId || !key) return refuse(400, 'A delivery names its organization and the email’s Message-ID.')\n      if (request.state !== 'bounced' && request.state !== 'complained') {\n        return refuse(400, `\"${String(request.state)}\" isn't a delivery failure.`)\n      }\n      const firestore = deps.firestore()\n      const ref = crmCapturedEmailActivityRef(firestore, orgId, key)\n      const outcome = await recordCrmEmailDelivery(firestore, {\n        orgId,\n        activityId: ref.id,\n        state: request.state,\n        atMs: request.atMs,\n        detail: request.detail ?? null,\n      })\n      if (outcome === 'missing') return refuse(404, 'No email by that Message-ID is filed here.')\n      if (outcome === 'failed') return refuse(409, 'The delivery state could not be written.')\n      return { ok: true, id: ref.id, created: outcome === 'advanced' }\n    },\n\n    /*\n     * A delivery event for a message the CRM tagged (AGL-2615): an email sent\n     * from a record, or an automation's email to its contact, carries the org\n     * and the activity it was filed as. The state comes from the log's own\n     * vocabulary; both ids are path components, so both are checked before\n     * either names a document. Tags that name no activity of the CRM's are\n     * somebody else's message. The write is forward-only and never throws.\n     */\n    async recordTaggedDelivery(request: PluginRecordTaggedDeliveryRequest): Promise<void> {\n      const state = crmEmailDeliveryStateForEvent(request.event)\n      const activityId = request.tags?.[CRM_EMAIL_ACTIVITY_TAG]\n      const orgId = request.tags?.[CRM_EMAIL_ORG_TAG]\n      if (!state || !isDocumentId(activityId) || !isDocumentId(orgId)) return\n      await recordCrmEmailDelivery(deps.firestore(), {\n        orgId,\n        activityId,\n        state,\n        atMs: Number.isFinite(request.atMs) ? request.atMs : Date.now(),\n      })\n    },\n\n    // An automation's email to the person its event is about (AGL-2615):\n    // see `automation-steps.ts`, loaded with the first one.\n    async prepareEmail(request) {\n      const { prepareCrmRecordEmail } = await import('./automation-steps')\n      return prepareCrmRecordEmail(request)\n    },\n  }\n}\n\n/** The platform's own dependencies. Specs build their own. */\nexport function defaultCrmRecordTimelineDeps(): CrmRecordTimelineDeps {\n  return { firestore: () => firebaseAdmin.app().firestore() }\n}\n\n/** Registers the CRM as the workspace's record system on the timeline seam. */\nexport function registerCrmRecordTimelineWriter(\n  deps: CrmRecordTimelineDeps = defaultCrmRecordTimelineDeps(),\n): void {\n  registerPluginRecordTimelineWriter(createCrmRecordTimelineWriter(deps), { pluginId: BUNDLE_ID 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/record-timeline.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  registerPluginRecordTimelineWriter,\n  type PluginRecordActivityRequest,\n  type PluginRecordDeliveryRequest,\n  type PluginRecordEntryContext,\n  type PluginRecordTaggedDeliveryRequest,\n  type PluginRecordTaskRequest,\n  type PluginRecordTimelineWriter,\n  type PluginRecordWrite,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-timeline'\nimport {\n  checkEntitlement,\n  consentGroupForHost,\n  CRM_ACTIVITY_LOG_FULL_MESSAGE,\n  CRM_COLLECTIONS,\n  crmActivityLogHasRoom,\n  CRM_EMAIL_ACTIVITY_TAG,\n  CRM_EMAIL_ORG_TAG,\n  crmScopeTokens,\n  crmTaskLabelsForNew,\n  crmTaskListFields,\n  isCrmActivityKind,\n  isCrmTaskKind,\n  readContactFacet,\n  visibleToHost,\n  type CrmActivity,\n  type CrmActivityLink,\n  type CrmTask,\n} from '@aglyn/aglyn/server'\nimport {\n  countCrmActivitiesForRecord,\n  findContactByEmail,\n  firebaseAdmin,\n  readLeadForHost,\n} from '@aglyn/tenant-data-admin'\nimport { isDocumentId } from '@aglyn/tenant-data-admin/server/document-id'\nimport { createHash } from 'crypto'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { BUNDLE_ID } from '../constants/bundle-common'\nimport { buildCrmCapturedEmailActivity, crmCapturedEmailKey } from '../model/crm-inbound'\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 { crmActivityLinkWithCompany } from './crm-activity-company'\nimport {\n  createCrmEmailActivity,\n  crmActivityRef,\n  crmCapturedEmailActivityRef,\n  crmEmailDeliveryStateForEvent,\n  recordCrmEmailDelivery,\n} from './crm-email-activity'\n\n/**\n * THE CRM'S WRITER ON THE CORE'S RECORD-TIMELINE SEAM (AGL-2981).\n *\n * Another plugin files an activity or a task on a contact, company or deal —\n * an email a sequence sent, the reply it read, the call it asks for — and\n * this writes it as the CRM writes its own:\n *\n *  1. the workspace's plan carries the CRM (`features.crm`), as at every\n *     CRM door; a Free workspace keeps no records to file on;\n *  2. the entry carries the scope a record made on that site carries\n *     (`crmScopeTokens`), so exactly the people who see the record see it;\n *  3. an EMAIL is filed under the id the capture address files a copy of the\n *     same message by (`cap_` + the digest of its `Message-ID`), and written\n *     with `create()`: the send, a copy the rep forwarded to the capture\n *     address, and a second run of the caller are one row;\n *  4. anything else — a note, a task — is filed under the caller's own key,\n *     hashed with the caller's plugin id, and written once the same way;\n *  5. a record at its activity ceiling is refused with the sentence every\n *     CRM writer answers with, before anything is written;\n *  6. a bounce or a complaint on a filed email (AGL-3245) advances that\n *     email's own delivery state — the row the send was filed under, found\n *     by its `Message-ID` — exactly as the campaign webhook advances one,\n *     so the timeline reads Sent, then Bounced, with what the server said;\n *  7. an activity rolls up to its deal's company, else its contact's\n *     (AGL-4123), as every writer's does.\n *\n * Each entry names the plugin that filed it (`sourcePluginId`), and a task's\n * `nextTaskAtMs` is recomputed on the records it names, as every server\n * writer of a task does.\n *\n * ## A record found rather than named\n *\n * A caller that holds no id of the CRM's — a booking made through a link a\n * rep dropped from a record, or one taken off the widget cold (AGL-2660) —\n * hands back the record the link carried, or the booker's address, and the\n * entry is filed where the CRM finds it: the record the reference names\n * when this site may see it, otherwise the contact the address names\n * through the org's address index, narrowed to the site. A deal carries its\n * contact and company onto the entry; a contact its company, from the\n * site's own facet. A task with no assignee of the caller's goes to whoever\n * holds that record.\n */\n\ntype Firestore = FirebaseFirestore.Firestore\n\nexport interface CrmRecordTimelineDeps {\n  firestore(): Firestore\n}\n\n/** gRPC `ALREADY_EXISTS`, which `create()` rejects with when the document is there. */\nconst ALREADY_EXISTS = 6\n\n/** The longest task title the CRM keeps, as its own forms do. */\nconst TASK_TITLE_MAX = 200\n/** The longest note body or task note an entry filed here keeps. */\nconst NOTE_MAX = 2_000\n\nconst refuse = (status: 400 | 403 | 404 | 409, error: string): PluginRecordWrite => ({\n  ok: false,\n  status,\n  error,\n})\n\n/** The record fields of a link, only the ones it names. */\nfunction linkFields(link: PluginRecordEntryContext['link']): CrmActivityLink {\n  return {\n    ...(link?.contactId ? { contactId: String(link.contactId) } : {}),\n    ...(link?.companyId ? { companyId: String(link.companyId) } : {}),\n    // A lead (AGL-3234): host-scoped by path, so the entry carries the\n    // site's scope like any record created from that site.\n    ...(link?.leadId ? { leadId: String(link.leadId) } : {}),\n  }\n}\n\n/** What a reference handed back by a caller may name: the records a booking link is dropped from. */\nconst FOUND_RECORD_KINDS: ReadonlySet<string> = new Set(['contact', 'lead', 'deal'])\n/**\n * A record id as the CRM mints them: Firestore's for a contact and a deal, a\n * person key for a lead. A reference arrives on a public request, so one\n * that could not be an id is passed over rather than read.\n */\nconst RECORD_ID_PATTERN = /^[A-Za-z0-9_-]{1,128}$/\n\n/** The record an entry lands on, and who holds it. */\ninterface FoundRecord {\n  link: CrmActivityLink\n  holderUid?: string\n}\n\n/** A contact's link and holder, from this site's facet on it. */\nfunction contactRecord(\n  contact: FirebaseFirestore.DocumentSnapshot,\n  groupId: string,\n): FoundRecord {\n  const facet = readContactFacet(contact.data() ?? {}, groupId)\n  return {\n    link: { contactId: contact.id, ...(facet.companyId ? { companyId: facet.companyId } : {}) },\n    ...(facet.ownerUid ? { holderUid: facet.ownerUid } : {}),\n  }\n}\n\n/**\n * The record a caller's reference names, then the contact its address does,\n * as `hostId` may see them; `null` when neither finds one. See the module\n * comment.\n */\nasync function findRecord(\n  orgRef: FirebaseFirestore.DocumentReference,\n  hostId: string,\n  groupId: string,\n  link: PluginRecordEntryContext['link'],\n): Promise<FoundRecord | null> {\n  const contacts = orgRef.collection('contacts')\n  const kind = String(link?.record?.kind ?? '')\n  const id = String(link?.record?.id ?? '')\n  if (FOUND_RECORD_KINDS.has(kind) && RECORD_ID_PATTERN.test(id)) {\n    if (kind === 'contact') {\n      const contact = await contacts.doc(id).get()\n      if (contact.exists && visibleToHost(contact.get('visibleTo'), hostId)) {\n        return contactRecord(contact, groupId)\n      }\n    } else if (kind === 'deal') {\n      const deal = await orgRef.collection(CRM_COLLECTIONS.deals).doc(id).get()\n      if (deal.exists && visibleToHost(deal.get('visibleTo'), hostId)) {\n        const contactId = String(deal.get('contactId') ?? '')\n        const companyId = String(deal.get('companyId') ?? '')\n        const ownerUid = String(deal.get('ownerUid') ?? '')\n        return {\n          link: { dealId: deal.id, ...(contactId ? { contactId } : {}), ...(companyId ? { companyId } : {}) },\n          ...(ownerUid ? { holderUid: ownerUid } : {}),\n        }\n      }\n    } else {\n      // A lead carries its own `visibleTo` (AGL-3275), and the site has to be\n      // allowed to see it, or one brand's booking would name another's lead.\n      const lead = await readLeadForHost(hostId, id)\n      if (lead && visibleToHost(lead.get('visibleTo'), hostId)) {\n        const ownerUid = String(lead.get('ownerUid') ?? '')\n        return { link: { leadId: lead.id }, ...(ownerUid ? { holderUid: ownerUid } : {}) }\n      }\n    }\n  }\n  const email = String(link?.email ?? '').trim()\n  if (!email) return null\n  const hit = await findContactByEmail(contacts, email, { hostId })\n  return hit ? contactRecord(hit, groupId) : null\n}\n\n/** Who holds a record a caller named by id: its contact's site facet, or its lead. */\nasync function holderOf(\n  orgRef: FirebaseFirestore.DocumentReference,\n  hostId: string,\n  groupId: string,\n  link: CrmActivityLink,\n): Promise<string | undefined> {\n  if (link.contactId) {\n    const contact = await orgRef.collection('contacts').doc(link.contactId).get()\n    return contact.exists ? contactRecord(contact, groupId).holderUid : undefined\n  }\n  if (link.leadId) {\n    const lead = await readLeadForHost(hostId, link.leadId)\n    return String(lead?.get('ownerUid') ?? '') || undefined\n  }\n  return undefined\n}\n\n/** The document id a caller's key files under: its own namespace, never a raw key. */\nfunction keyedId(sourcePluginId: string, key: string): string {\n  return `plg_${createHash('sha256').update(`${sourcePluginId}:${key}`).digest('hex').slice(0, 28)}`\n}\n\nexport function createCrmRecordTimelineWriter(deps: CrmRecordTimelineDeps): PluginRecordTimelineWriter {\n  /**\n   * The org, its plan, the link and the scope an entry is stamped with — and,\n   * when `wantHolder`, who holds the record it lands on.\n   */\n  async function admit(\n    context: PluginRecordEntryContext,\n    wantHolder = false,\n  ): Promise<\n    | PluginRecordWrite\n    | {\n        firestore: Firestore\n        orgRef: FirebaseFirestore.DocumentReference\n        link: CrmActivityLink\n        visibleTo: string[]\n        groupId: string\n        holderUid?: string\n      }\n  > {\n    const orgId = String(context.orgId ?? '').trim()\n    const hostId = String(context.hostId ?? '').trim()\n    const named = linkFields(context.link)\n    const isNamed = Boolean(named.contactId || named.companyId || named.leadId)\n    if (!orgId || !hostId || !String(context.sourcePluginId ?? '').trim()) {\n      return refuse(400, 'An entry names its organization, its site and the plugin filing it.')\n    }\n    if (!isNamed && !context.link?.record && !String(context.link?.email ?? '').trim()) {\n      return refuse(400, 'An entry is filed on a contact, a company or a lead, or names how to find one.')\n    }\n    const firestore = deps.firestore()\n    const orgRef = firestore.collection('orgs').doc(orgId)\n    const snapshot = await orgRef.get()\n    if (!snapshot.exists) return refuse(404, 'That organization no longer exists.')\n    const org = (snapshot.data() ?? {}) as Record<string, unknown>\n    if (!checkEntitlement(org, CRM_SUITE_FEATURE)) {\n      return refuse(403, \"This workspace's plan doesn't include the CRM.\")\n    }\n    const group = consentGroupForHost(org, hostId)\n    let link = named\n    let holderUid: string | undefined\n    if (isNamed) {\n      if (wantHolder) holderUid = await holderOf(orgRef, hostId, group.groupId, named)\n    } else {\n      const found = await findRecord(orgRef, hostId, group.groupId, context.link)\n      if (!found) return refuse(404, 'Nothing this site keeps matches the record or the address.')\n      link = found.link\n      holderUid = found.holderUid\n    }\n    return {\n      firestore,\n      orgRef,\n      link,\n      visibleTo: crmScopeTokens(org, group),\n      groupId: group.groupId,\n      ...(holderUid ? { holderUid } : {}),\n    }\n  }\n\n  /** Creates a keyed entry once: `created: false` for one already filed. */\n  async function createOnce(\n    ref: FirebaseFirestore.DocumentReference,\n    data: Record<string, unknown>,\n  ): Promise<boolean> {\n    try {\n      await ref.create({\n        ...data,\n        createdAt: FieldValue.serverTimestamp(),\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      return true\n    } catch (error) {\n      if ((error as { code?: unknown })?.code === ALREADY_EXISTS) return false\n      throw error\n    }\n  }\n\n  return {\n    async logActivity(request: PluginRecordActivityRequest): Promise<PluginRecordWrite> {\n      if (!isCrmActivityKind(request.kind)) return refuse(400, `\"${String(request.kind)}\" isn't an activity.`)\n      const admitted = await admit(request)\n      if ('ok' in admitted) return admitted\n      const { firestore, orgRef, link, visibleTo, groupId } = admitted\n      const orgId = orgRef.id\n\n      let ref: FirebaseFirestore.DocumentReference\n      let activity: CrmActivity\n      if (request.kind === 'email') {\n        const email = request.email\n        const key = email ? crmCapturedEmailKey(email.messageId, null) : null\n        if (!email || !key) return refuse(400, 'An email is filed by its Message-ID.')\n        ref = crmCapturedEmailActivityRef(firestore, orgId, key)\n        activity = buildCrmCapturedEmailActivity({\n          direction: email.direction === 'inbound' ? 'inbound' : 'outbound',\n          subject: email.subject,\n          excerpt: request.body,\n          from: email.from,\n          to: email.to,\n          messageId: email.messageId,\n          inReplyTo: email.inReplyTo ?? null,\n          atMs: request.atMs,\n          byUid: String(request.byUid ?? ''),\n          byName: request.byName ?? null,\n          link,\n          hostId: request.hostId,\n          visibleTo,\n        })\n      } else {\n        const key = String(request.dedupeKey ?? '').trim()\n        if (!key) return refuse(400, 'An entry that is not an email names its own key.')\n        ref = crmActivityRef(firestore, orgId, keyedId(request.sourcePluginId, key))\n        const byName = String(request.byName ?? '').trim()\n        activity = {\n          kind: request.kind,\n          body: String(request.body ?? '').slice(0, NOTE_MAX),\n          atMs: request.atMs,\n          byUid: String(request.byUid ?? ''),\n          ...(byName ? { byName } : {}),\n          ...link,\n          hostId: request.hostId,\n          visibleTo,\n        }\n      }\n      // Filed before: answered off the one read, ahead of the ceiling's count.\n      if ((await ref.get()).exists) return { ok: true, id: ref.id, created: false }\n      if (!crmActivityLogHasRoom(await countCrmActivitiesForRecord(orgRef, link))) {\n        return refuse(409, CRM_ACTIVITY_LOG_FULL_MESSAGE)\n      }\n      // After the refusals, so an entry answered off one read costs no others.\n      const { companyId } = await crmActivityLinkWithCompany(orgRef, link, { groupId })\n      const stamped = {\n        ...activity,\n        ...(companyId ? { companyId } : {}),\n        sourcePluginId: request.sourcePluginId,\n      }\n      const created =\n        request.kind === 'email'\n          ? (await createCrmEmailActivity(ref, stamped)) === 'created'\n          : await createOnce(ref, stamped as unknown as Record<string, unknown>)\n      return { ok: true, id: ref.id, created }\n    },\n\n    async createTask(request: PluginRecordTaskRequest): Promise<PluginRecordWrite> {\n      const title = String(request.title ?? '').replace(/\\s+/g, ' ').trim().slice(0, TASK_TITLE_MAX)\n      const key = String(request.dedupeKey ?? '').trim()\n      if (!title || !key) return refuse(400, 'A task has a title and the caller’s own key.')\n      if (!isCrmTaskKind(request.kind)) return refuse(400, `\"${String(request.kind)}\" isn't a task.`)\n      if (!Number.isFinite(request.dueAtMs)) return refuse(400, 'A task has a due time.')\n      const admitted = await admit(request, request.assigneeUid === null)\n      if ('ok' in admitted) return admitted\n      const { firestore, orgRef, link, visibleTo } = admitted\n      const ref = orgRef.collection(CRM_COLLECTIONS.tasks).doc(keyedId(request.sourcePluginId, key))\n      const notes = String(request.notes ?? '').trim().slice(0, NOTE_MAX)\n      // `null` is \"whoever holds the record\", which admission read.\n      const assigneeUid =\n        request.assigneeUid === null\n          ? (admitted.holderUid ?? '')\n          : String(request.assigneeUid ?? '').trim()\n      // The org's labels for the meanings it is filed with (AGL-3517).\n      const labels = crmTaskLabelsForNew(await readCrmTaskPicklists(firestore, orgRef.id), {\n        kind: request.kind,\n        priority: 'normal',\n      })\n      const task: CrmTask = {\n        title,\n        ...(notes ? { notes } : {}),\n        kind: request.kind,\n        priority: 'normal',\n        status: 'open',\n        ...labels,\n        dueAtMs: request.dueAtMs,\n        // The reminder a person's task gets (AGL-2659): the due time.\n        remindAtMs: crmTaskReminderAfterEdit({ dueAtMs: request.dueAtMs, previous: null }),\n        ...(assigneeUid ? { assigneeUid } : {}),\n        createdByUid: String(request.createdByUid ?? ''),\n        sourcePluginId: request.sourcePluginId,\n        ...link,\n        hostId: request.hostId,\n        visibleTo,\n      }\n      // What the Tasks list searches by (AGL-3321), beside the task.\n      const created = await createOnce(ref, { ...task, ...crmTaskListFields(task) })\n      if (created) {\n        // The records the task names carry `nextTaskAtMs` (AGL-2661); a figure\n        // that could not move is the Fields section's recompute's.\n        await recomputeCrmNextTaskAt(firestore, orgRef.id, [link]).catch((error: unknown) => {\n          console.error('[crm] next activity could not be recomputed', orgRef.id, error)\n        })\n      }\n      return { ok: true, id: ref.id, created }\n    },\n\n    async recordEmailDelivery(request: PluginRecordDeliveryRequest): Promise<PluginRecordWrite> {\n      const orgId = String(request.orgId ?? '').trim()\n      const key = crmCapturedEmailKey(request.messageId, null)\n      if (!orgId || !key) return refuse(400, 'A delivery names its organization and the email’s Message-ID.')\n      if (request.state !== 'bounced' && request.state !== 'complained') {\n        return refuse(400, `\"${String(request.state)}\" isn't a delivery failure.`)\n      }\n      const firestore = deps.firestore()\n      const ref = crmCapturedEmailActivityRef(firestore, orgId, key)\n      const outcome = await recordCrmEmailDelivery(firestore, {\n        orgId,\n        activityId: ref.id,\n        state: request.state,\n        atMs: request.atMs,\n        detail: request.detail ?? null,\n      })\n      if (outcome === 'missing') return refuse(404, 'No email by that Message-ID is filed here.')\n      if (outcome === 'failed') return refuse(409, 'The delivery state could not be written.')\n      return { ok: true, id: ref.id, created: outcome === 'advanced' }\n    },\n\n    /*\n     * A delivery event for a message the CRM tagged (AGL-2615): an email sent\n     * from a record, or an automation's email to its contact, carries the org\n     * and the activity it was filed as. The state comes from the log's own\n     * vocabulary; both ids are path components, so both are checked before\n     * either names a document. Tags that name no activity of the CRM's are\n     * somebody else's message. The write is forward-only and never throws.\n     */\n    async recordTaggedDelivery(request: PluginRecordTaggedDeliveryRequest): Promise<void> {\n      const state = crmEmailDeliveryStateForEvent(request.event)\n      const activityId = request.tags?.[CRM_EMAIL_ACTIVITY_TAG]\n      const orgId = request.tags?.[CRM_EMAIL_ORG_TAG]\n      if (!state || !isDocumentId(activityId) || !isDocumentId(orgId)) return\n      await recordCrmEmailDelivery(deps.firestore(), {\n        orgId,\n        activityId,\n        state,\n        atMs: Number.isFinite(request.atMs) ? request.atMs : Date.now(),\n      })\n    },\n\n    // An automation's email to the person its event is about (AGL-2615):\n    // see `automation-steps.ts`, loaded with the first one.\n    async prepareEmail(request) {\n      const { prepareCrmRecordEmail } = await import('./automation-steps')\n      return prepareCrmRecordEmail(request)\n    },\n  }\n}\n\n/** The platform's own dependencies. Specs build their own. */\nexport function defaultCrmRecordTimelineDeps(): CrmRecordTimelineDeps {\n  return { firestore: () => firebaseAdmin.app().firestore() }\n}\n\n/** Registers the CRM as the workspace's record system on the timeline seam. */\nexport function registerCrmRecordTimelineWriter(\n  deps: CrmRecordTimelineDeps = defaultCrmRecordTimelineDeps(),\n): void {\n  registerPluginRecordTimelineWriter(createCrmRecordTimelineWriter(deps), { pluginId: BUNDLE_ID 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package/src/lib/server.js

@@ -57,6 +57,12 @@ import { CONTACT_ERASED_MESSAGE, CONTACT_FIELDS_MAX_PER_ORG, contactFacetPath, c
 import { consentGroupForSite, firebaseAdmin, getOrgForHost, logHostActivity, memberHasOrgPermission, orgDataCollectionForHost, resolveOrgMembership, restampCrmListFieldsAt } from "@aglyn/tenant-data-admin";
 import { isRefusedIdToken } from "@aglyn/tenant-data-admin/server/id-token-refusal";
 import { emitHostEvent } from "@aglyn/tenant-runtime";
+import { ORG_CONTACT_HOLDER_ID } from "@aglyn/aglyn/app-utils/contacts";
+import { crmDefaultScopeOf } from "@aglyn/aglyn/app-utils/crm";
+import { logOrgActivity } from "@aglyn/tenant-data-admin/server/organizations";
+import { contactPrimaryGroup } from "./model/contact-holder.js";
+import { addContactByHand } from "./server/add-contact-by-hand.js";
+import { authorizeOrgCaller, readOrgForCreate } from "./server/org-caller.js";
 import { captureHostContact } from "./server/capture-host-contact.js";
 import { FieldValue } from "firebase-admin/firestore";
 import { CRM_API_ROUTES } from "./constants/api-routes.js";
@@ -198,8 +204,8 @@ import { CRM_RECIPE_INSTALL_ROUTE, CRM_RECIPE_STATUS_ROUTE, crmRecipeInstallHand
  * must not be able to restage a contact only site B holds by guessing its
  * id, and the scoped query the list uses is not available to a `doc()` read.
  */ export const contactStageHandler = async (req, res)=>{
-    var _ref, _ref1;
-    var _req_body, _req_body1, _req_body2;
+    var _ref, _ref1, _ref2;
+    var _req_body, _req_body1, _req_body2, _req_body3;
     if (req.method !== 'POST') {
         res.setHeader('Allow', 'POST');
         res.status(405).json({
@@ -208,9 +214,10 @@ import { CRM_RECIPE_INSTALL_ROUTE, CRM_RECIPE_STATUS_ROUTE, crmRecipeInstallHand
         return;
     }
     const hostId = String((_ref = (_req_body = req.body) == null ? void 0 : _req_body.hostId) != null ? _ref : '').trim();
-    const contactId = String((_ref1 = (_req_body1 = req.body) == null ? void 0 : _req_body1.contactId) != null ? _ref1 : '').trim();
-    const requested = (_req_body2 = req.body) == null ? void 0 : _req_body2.lifecycleStage;
-    if (!hostId || !contactId) {
+    const orgId = String((_ref1 = (_req_body1 = req.body) == null ? void 0 : _req_body1.orgId) != null ? _ref1 : '').trim();
+    const contactId = String((_ref2 = (_req_body2 = req.body) == null ? void 0 : _req_body2.contactId) != null ? _ref2 : '').trim();
+    const requested = (_req_body3 = req.body) == null ? void 0 : _req_body3.lifecycleStage;
+    if (!hostId && !orgId || !contactId) {
         res.status(400).json({
             error: 'Missing hostId or contactId'
         });
@@ -225,6 +232,65 @@ import { CRM_RECIPE_INSTALL_ROUTE, CRM_RECIPE_STATUS_ROUTE, crmRecipeInstallHand
         });
         return;
     }
+    /*
+   * A person no site holds is staged at the organization level (AGL-4122): the
+   * stage is in their org-held facet, and no site has an automation to tell.
+   */ if (!hostId) {
+        const caller = await authorizeOrgCaller(req, orgId, {
+            needs: 'data.manage',
+            refusal: 'Moving a contact’s stage requires the "Manage data" permission.'
+        });
+        if (caller.ok === false) {
+            res.status(caller.status).json({
+                error: caller.error
+            });
+            return;
+        }
+        try {
+            var _readContactFacet_lifecycleStage;
+            const suite = crmSuiteRefusal(caller.org, "Moving a contact's lifecycle stage");
+            if (suite) {
+                res.status(suite.status).json(suite.body);
+                return;
+            }
+            const snapshot = await firebaseAdmin.app().firestore().collection('orgs').doc(orgId).collection('contacts').doc(contactId).get();
+            if (!snapshot.exists) {
+                res.status(404).json({
+                    error: 'Unknown contact'
+                });
+                return;
+            }
+            const data = snapshot.data();
+            const groupId = contactPrimaryGroup(data, caller.org).groupId || ORG_CONTACT_HOLDER_ID;
+            const previousStage = (_readContactFacet_lifecycleStage = readContactFacet(data, groupId).lifecycleStage) != null ? _readContactFacet_lifecycleStage : '';
+            if (previousStage === lifecycleStage) {
+                res.status(200).json({
+                    ok: true,
+                    changed: false,
+                    lifecycleStage,
+                    previousStage
+                });
+                return;
+            }
+            await snapshot.ref.update({
+                [contactFacetPath(groupId, 'lifecycleStage')]: clearing ? FieldValue.delete() : lifecycleStage,
+                updatedAt: FieldValue.serverTimestamp()
+            });
+            await restampCrmListFieldsAt(snapshot.ref, 'contacts');
+            res.status(200).json({
+                ok: true,
+                changed: true,
+                lifecycleStage,
+                previousStage
+            });
+        } catch (error) {
+            console.error('[crm] contact-stage failed', orgId, contactId, error);
+            res.status(500).json({
+                error: 'The stage could not be changed'
+            });
+        }
+        return;
+    }
     const caller = await authorizeSiteEditor(req, hostId);
     if (caller.ok === false) {
         res.status(caller.status).json({
@@ -377,14 +443,18 @@ import { CRM_RECIPE_INSTALL_ROUTE, CRM_RECIPE_STATUS_ROUTE, crmRecipeInstallHand
     }
     const body = (_req_body = req.body) != null ? _req_body : {};
     const hostId = typed(body['hostId'], 128);
-    if (!hostId) {
+    // The organization, for a person added there with no Source site (AGL-4122).
+    const orgIdInBody = typed(body['orgId'], 128);
+    if (!hostId && !orgIdInBody) {
         res.status(400).json({
             error: 'Missing hostId'
         });
         return;
     }
-    const email = normalizeContactEmail(body['email']);
-    if (!email) {
+    // An address is optional, and one that was typed still has to be an address.
+    const rawEmail = typed(body['email'], 320);
+    const email = rawEmail ? normalizeContactEmail(rawEmail) : null;
+    if (rawEmail && !email) {
         res.status(400).json({
             error: 'Enter a valid email address.'
         });
@@ -414,6 +484,13 @@ import { CRM_RECIPE_INSTALL_ROUTE, CRM_RECIPE_STATUS_ROUTE, crmRecipeInstallHand
     }
     const extras = profile.fields;
     const name = typed(body['name'], 120);
+    // Somebody to call them: a name, an address or a number (AGL-4122).
+    if (!email && !phone && !extras.mobilePhone && !name && !composeContactName(extras.firstName, extras.lastName)) {
+        res.status(400).json({
+            error: 'Enter a name, an email or a phone number.'
+        });
+        return;
+    }
     const jobTitle = typed(body['jobTitle'], 120);
     let companyName = typed(body['companyName'], 120);
     const companyId = typed(body['companyId'], 128);
@@ -446,10 +523,18 @@ import { CRM_RECIPE_INSTALL_ROUTE, CRM_RECIPE_STATUS_ROUTE, crmRecipeInstallHand
     try {
         var _decoded_email;
         const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken);
-        const resolved = await getOrgForHost(hostId);
+        const resolved = hostId ? await getOrgForHost(hostId) : await readOrgForCreate(orgIdInBody);
         if (!resolved) {
             res.status(404).json({
-                error: 'Unknown site'
+                error: hostId ? 'Unknown site' : 'Unknown workspace'
+            });
+            return;
+        }
+        // The org's records belong to every site unless it keeps them apart, and
+        // then a record has to come from one (AGL-4122).
+        if (!hostId && crmDefaultScopeOf(resolved.org) !== 'org') {
+            res.status(400).json({
+                error: 'Choose the site this contact came from.'
             });
             return;
         }
@@ -459,7 +544,7 @@ import { CRM_RECIPE_INSTALL_ROUTE, CRM_RECIPE_STATUS_ROUTE, crmRecipeInstallHand
             var _member_hostAccess;
             const membership = await resolveOrgMembership(decoded.uid, resolved.orgId);
             const member = (_ref = membership == null ? void 0 : membership.member) != null ? _ref : null;
-            const reaches = isOrgWideMember(member) || Boolean(member == null ? void 0 : (_member_hostAccess = member.hostAccess) == null ? void 0 : _member_hostAccess[hostId]);
+            const reaches = isOrgWideMember(member) || Boolean(hostId && (member == null ? void 0 : (_member_hostAccess = member.hostAccess) == null ? void 0 : _member_hostAccess[hostId]));
             const allowed = member && reaches && await memberHasOrgPermission(resolved.orgId, member, 'data.manage');
             if (!allowed) {
                 res.status(403).json({
@@ -511,11 +596,11 @@ import { CRM_RECIPE_INSTALL_ROUTE, CRM_RECIPE_STATUS_ROUTE, crmRecipeInstallHand
             custom = judged.values;
         }
         if (companyId) {
-            const group = await consentGroupForSite(hostId, resolved.org);
-            const readable = new Set(crmReadTokens(group));
+            // With no site the caller is org-wide, and every company is theirs.
+            const readable = hostId ? new Set(crmReadTokens(await consentGroupForSite(hostId, resolved.org))) : null;
             const companySnapshot = await firebaseAdmin.app().firestore().collection('orgs').doc(resolved.orgId).collection(CRM_COLLECTIONS.companies).doc(companyId).get();
             const tokens = companySnapshot.exists ? companySnapshot.get('visibleTo') : undefined;
-            const visible = Array.isArray(tokens) && tokens.some((token)=>readable.has(String(token)));
+            const visible = companySnapshot.exists && (!readable || Array.isArray(tokens) && tokens.some((token)=>readable.has(String(token))));
             if (!visible) {
                 res.status(404).json({
                     error: 'Unknown company'
@@ -524,9 +609,34 @@ import { CRM_RECIPE_INSTALL_ROUTE, CRM_RECIPE_STATUS_ROUTE, crmRecipeInstallHand
             }
             companyName = typed(companySnapshot.get('name'), 120) || companyName;
         }
-        const result = await captureHostContact(_extends({
+        const facet = _extends({}, phone ? {
+            phone
+        } : {}, jobTitle ? {
+            jobTitle
+        } : {}, Object.fromEntries(Object.entries(_extends({}, extras, {
+            salutation
+        })).filter(([key, value])=>key !== 'doNotCall' && key !== 'otherAddress' && typeof value === 'string' && value)), extras.otherAddress ? {
+            otherAddress: extras.otherAddress
+        } : {}, extras.doNotCall ? {
+            doNotCall: true
+        } : {}, companyId ? {
+            companyId
+        } : {}, address ? {
+            address
+        } : {}, ownerUid ? {
+            ownerUid
+        } : {}, custom && Object.keys(custom).length ? {
+            custom
+        } : {});
+        const stage = rawStage && isContactLifecycleStage(rawStage) ? {
+            lifecycleStage: rawStage
+        } : {};
+        // A site and an address are a capture. Anything less is the team adding a
+        // person no capture door could take (AGL-4122).
+        const captured = Boolean(hostId && email);
+        const result = captured ? await captureHostContact(_extends({
             hostId,
-            email
+            email: email
         }, name ? {
             name
         } : {}, {
@@ -543,28 +653,24 @@ import { CRM_RECIPE_INSTALL_ROUTE, CRM_RECIPE_STATUS_ROUTE, crmRecipeInstallHand
         }, marketingConsent && disclosedConsentGroup ? {
             disclosedConsentGroup
         } : {}, {
-            facet: _extends({}, phone ? {
-                phone
-            } : {}, jobTitle ? {
-                jobTitle
-            } : {}, Object.fromEntries(Object.entries(_extends({}, extras, {
-                salutation
-            })).filter(([key, value])=>key !== 'doNotCall' && key !== 'otherAddress' && typeof value === 'string' && value)), extras.otherAddress ? {
-                otherAddress: extras.otherAddress
-            } : {}, extras.doNotCall ? {
-                doNotCall: true
-            } : {}, companyId ? {
-                companyId
-            } : {}, address ? {
-                address
-            } : {}, ownerUid ? {
-                ownerUid
-            } : {}, rawStage && isContactLifecycleStage(rawStage) ? {
-                lifecycleStage: rawStage
-            } : {}, custom && Object.keys(custom).length ? {
-                custom
-            } : {})
-        }));
+            // The door's stage is the one the drawer picked, or none at all.
+            facet: _extends({}, facet, stage /* lifecycleStage */ )
+        })) : await addContactByHand(_extends({
+            orgId: resolved.orgId,
+            org: resolved.org,
+            sourceHostId: hostId || null,
+            email
+        }, name ? {
+            name
+        } : {}, {
+            facet: _extends({}, facet, stage, companyName ? {
+                companyName
+            } : {}),
+            tags,
+            marketingConsent
+        }, disclosedConsentGroup ? {
+            disclosedConsentGroup
+        } : {}));
         if ('refused' in result) {
             if (result.refused === 'band') {
                 res.status(409).json({
@@ -594,7 +700,7 @@ import { CRM_RECIPE_INSTALL_ROUTE, CRM_RECIPE_STATUS_ROUTE, crmRecipeInstallHand
             });
             return;
         }
-        if (tags.length || companyName) {
+        if (captured && (tags.length || companyName)) {
             const group = await consentGroupForSite(hostId, resolved.org);
             const contacts = await orgDataCollectionForHost(hostId, 'contacts');
             await contacts.doc(result.contactId).update(_extends({}, tags.length ? {
@@ -616,14 +722,17 @@ import { CRM_RECIPE_INSTALL_ROUTE, CRM_RECIPE_STATUS_ROUTE, crmRecipeInstallHand
      * reason `check-activity-coverage.mjs` counts this file. A merge into
      * a person the org already held is said to be one — the row was
      * updated, not added — so the feed cannot claim two people for one.
-     */ await logHostActivity(hostId, {
+     */ const added = result.created ? 'Added contact' : 'Updated contact';
+        const addedActor = {
             uid: decoded.uid,
             email: (_decoded_email = decoded.email) != null ? _decoded_email : null
-        }, result.created ? 'Added contact' : 'Updated contact', {
+        };
+        const addedTarget = {
             type: 'contact',
             id: result.contactId,
-            name: name || composeContactName(extras.firstName, extras.lastName) || email
-        });
+            name: name || composeContactName(extras.firstName, extras.lastName) || email || phone || ''
+        };
+        await (hostId ? logHostActivity(hostId, addedActor, added, addedTarget) : logOrgActivity(resolved.orgId, addedActor, added, addedTarget));
         res.status(result.created ? 201 : 200).json({
             contactId: result.contactId,
             created: result.created