@aglyn/plugins-crm 1.0.0 → 1.2.0

package/src/lib/server.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/server.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * The Contacts plugin's SERVER half (AGL-2595).\n *\n * Contacts CRM v1 had none: every console write was client-direct against\n * the Firestore rules, and the one server path that creates a contact —\n * `upsertHostContact` — belongs to the capture doors, not to this plugin.\n * v2 needs a server for the things a browser must not do alone: an import\n * that dedupes forty thousand rows, a bulk action over a selection, an\n * auto-association of contacts to companies by domain. Each of those lands\n * as a `crm/<route>` handler registered here.\n *\n * `crm/ping` exists so the wiring is PROVEN rather than assumed:\n * `plugins.config.json` names this module's register function and the\n * `crm` API prefix, the generated server manifest loads this file, and the\n * console's `/api/[...pluginApi]` dispatcher reaches the handler. A plugin\n * whose first real route also had to be its first wiring test would have\n * two things to debug at once.\n *\n * The real routes are the writes with a side effect outside the document:\n * `crm/contact-stage` (AGL-2605) exists for the EVENT — `contactStageChanged`\n * can only be emitted by a server path that performed the write, so a record\n * page that moved the stage client-direct would move the person and tell no\n * automation; the task routes (AGL-2599) carry an assignee's notification and\n * the `taskCompleted` event. Every CRM file is imported through the\n * transfer framework (AGL-3527, AGL-3528, `transfer/`), whose writes go\n * through the same doors every other server path uses.\n * `crm/deal-stage` (AGL-2598) is the one writer of a deal's stage, won and lost,\n * because a stage change is what automations listen for (`server-deal-stage.ts`).\n * `crm/contacts-create` (AGL-2596) is a person typed into the console by a\n * member of the team — a server route because the dedupe against every\n * holder's rows and the audience band are judgments the browser cannot make.\n * `crm/contact-update` (AGL-2804) is every other write to a contact's facets:\n * the rules cannot tell one field of a holder's facet from another, so they\n * leave a client nothing there, and the plan is asked here about the fields\n * a save carries. `crm/contact-remove` (AGL-3338) is a holder letting a\n * contact go: the refusals the document holds are kept, which a client\n * write could not be trusted to do.\n */\n\nimport { registerDealFigureReaders } from './server/deal-figures'\nimport { registerPeopleFigureReader } from './server/people-figures'\nimport {\n  CONTACT_ERASED_MESSAGE,\n  CONTACT_FIELDS_MAX_PER_ORG,\n  contactFacetPath,\n  composeContactName,\n  type ContactCustomValue,\n  type ContactFieldDefinition,\n  CRM_COLLECTIONS,\n  CRM_SALUTATION_PICKLIST,\n  crmReadTokens,\n  isContactLifecycleStage,\n  isOrgWideMember,\n  judgeCrmPicklistValue,\n  normalizeAddress,\n  normalizeContactEmail,\n  normalizePhone,\n  type AglynPostalAddress,\n  type PluginApiHandler,\n  type PluginApiRequest,\n  readContactFacet,\n  readCrmCustomInput,\n  registerPluginApiRoute,\n  visibleToHost,\n} from '@aglyn/aglyn/server'\nimport {\n  consentGroupForSite,\n  firebaseAdmin,\n  getOrgForHost,\n  logHostActivity,\n  memberHasOrgPermission,\n  orgDataCollectionForHost,\n  resolveOrgMembership,\n  restampCrmListFieldsAt,\n} from '@aglyn/tenant-data-admin'\nimport { isRefusedIdToken } from '@aglyn/tenant-data-admin/server/id-token-refusal'\nimport { emitHostEvent } from '@aglyn/tenant-runtime'\nimport { captureHostContact } from './server/capture-host-contact'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { CRM_API_ROUTES } from './constants/api-routes'\nimport { registerCrmServerDeclarations } from './declarations.server'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport { CRM_NEXT_ACTIVITY_ROUTE } from './model/next-activity'\nimport { CRM_LIST_FIELDS_ROUTE } from './model/list-fields'\nimport { CRM_LEAD_SOURCE_VALUES_ROUTE, CRM_PICKLIST_VALUES_ROUTE } from './model/picklist-values'\nimport { CRM_TASK_ROUTES } from './model/task-routes'\nimport { crmNextActivityHandler } from './server/next-activity-routes'\nimport { crmListFieldsHandler } from './server/list-fields-routes'\nimport { crmLeadSourceValuesHandler, crmPicklistValuesHandler } from './server/picklist-values'\nimport { registerCrmRecordEmailStateWriter } from './server/record-email-state'\nimport { registerCrmRecordTimelineWriter } from './server/record-timeline'\nimport { crmTaskCompleteHandler, crmTaskSaveHandler } from './server/task-routes'\nimport { crmDealStageHandler } from './server-deal-stage'\nimport { crmEmailSendHandler } from './server/email-send'\nimport { CRM_EMAIL_CHECK_ROUTE, crmEmailCheckHandler } from './server/email-check'\nimport { leadConvertHandler } from './server/lead-convert'\nimport { leadCreateHandler } from './server/lead-create'\nimport {\n  CONTACT_EMAIL_HISTORY_ROUTE,\n  contactEmailHistoryHandler,\n} from './server/contact-email-history'\nimport { CONTACTS_MERGE_ROUTE, contactsMergeHandler } from './server/contacts-merge'\nimport { CRM_ERASE_PERSON_ROUTE, crmErasePersonHandler } from './server/erase-person'\nimport { CRM_ORG_ACTIVITY_ROUTE, crmOrgActivityHandler } from './server/org-activity'\nimport { CRM_INBOUND_ADDRESS_ROUTE, crmInboundAddressHandler } from './server/inbound-address'\nimport { crmCompanyDeleteHandler } from './server/company-delete'\nimport { crmSharingHandler } from './server/crm-sharing'\nimport { CRM_SHARING_ROUTE } from './model/crm-sharing'\nimport { CONTACT_PHONE_REFUSAL, normalizeTags, typed } from './server/contact-profile'\nimport { crmContactUpdateHandler, readContactCreateProfile } from './server/contact-update'\nimport { readCrmPicklist } from './server/read-picklist'\nimport { crmContactRemoveHandler } from './server/contact-remove'\nimport {\n  CRM_EMAIL_TEMPLATE_DUPLICATE_ROUTE,\n  crmEmailTemplateDuplicateHandler,\n} from './server/email-template-duplicate'\nimport { registerCrmRecordFactsReaders } from './server/record-facts'\nimport { crmSuiteRefusal } from './server/suite-gate'\nimport {\n  CRM_RECIPE_INSTALL_ROUTE,\n  CRM_RECIPE_STATUS_ROUTE,\n  crmRecipeInstallHandler,\n  crmRecipeStatusHandler,\n} from './server/recipe-routes'\n\n/**\n * `GET /api/crm/ping` → `{ ok: true, plugin: 'crm' }`.\n *\n * No auth, no host, no data: it answers whether the plugin's server bundle\n * was loaded and its routes registered, which is a fact about the process\n * and not about any org. Anything that reads a document goes behind the\n * same session and role checks the other plugins' console routes use.\n */\nexport const crmPingHandler: PluginApiHandler = (req, res) => {\n  if (req.method !== 'GET') {\n    res.setHeader('Allow', 'GET')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  res.status(200).json({ ok: true, plugin: BUNDLE_ID })\n}\n\ntype Refusal = { ok: false; status: number; error: string }\n\n/**\n * Who is calling, and whether they may edit this site's CRM.\n *\n * The same check the inbox, bookings and email console routes make: a\n * bearer ID token, verified, and an `admin` or `editor` role on the host\n * document. A contact is a site's business record, so the site's own role\n * map is the right authority; org-wide reach is not required, because a\n * site editor who can open the record in the console can already write\n * every other field on it client-direct.\n */\nasync function authorizeSiteEditor(\n  req: PluginApiRequest,\n  hostId: string,\n): Promise<{ ok: true; uid: string; email: string | null } | Refusal> {\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) return { ok: false, status: 401, error: 'Unauthenticated' }\n  let uid: string\n  let email: string | null\n  try {\n    const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n    uid = decoded.uid\n    email = typeof decoded.email === 'string' ? decoded.email : null\n  } catch (error) {\n    // A refused credential is the caller's 401; a failure to check one is\n    // ours and keeps a 5xx (AGL-2852).\n    if (isRefusedIdToken(error)) return { ok: false, status: 401, error: 'Unauthenticated' }\n    console.error('[crm] the site editor could not be verified', error)\n    return { ok: false, status: 500, error: 'The sign-in could not be checked. Try again.' }\n  }\n  const hostSnapshot = await firebaseAdmin\n    .app()\n    .firestore()\n    .collection('hosts')\n    .doc(hostId)\n    .get()\n  if (!hostSnapshot.exists) {\n    return { ok: false, status: 404, error: 'Unknown site' }\n  }\n  const memberRole = (hostSnapshot.get('memberRoles') ?? {})[uid]\n  if (memberRole !== 'admin' && memberRole !== 'editor') {\n    return { ok: false, status: 403, error: 'Not a site admin or editor' }\n  }\n  return { ok: true, uid, email }\n}\n\n/**\n * `POST /api/crm/contact-stage` with `{ hostId, contactId, lifecycleStage }`.\n *\n * Writes the stage into THIS site's facet on the contact — a dotted\n * `update()`, never a top-level field, because the row is shared by every\n * site in the org and a stage is one holder's reading of the person — and\n * then announces `contactStageChanged` with the stage it replaced.\n *\n * A stage set to what it already is writes nothing and announces nothing:\n * the response says `changed: false`, and no automation listening for a\n * change hears one that did not happen.\n *\n * `lifecycleStage: null` CLEARS the stage (AGL-2804). A facet is the\n * server's to write, so \"not placed yet\" comes through the route that owns\n * the stage rather than as a client-direct delete, and it is refused to a\n * plan without the suite the way a move is. There is no event for \"no\n * stage\", so a clear announces nothing; an empty string names no stage and\n * is refused like any other the list does not have.\n *\n * The contact is looked up by id and then checked against `visibleTo`,\n * because the Admin SDK evaluates no rules: a caller who can edit site A\n * must not be able to restage a contact only site B holds by guessing its\n * id, and the scoped query the list uses is not available to a `doc()` read.\n */\nexport const contactStageHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  const hostId = String(req.body?.hostId ?? '').trim()\n  const contactId = String(req.body?.contactId ?? '').trim()\n  const requested: unknown = req.body?.lifecycleStage\n  if (!hostId || !contactId) {\n    res.status(400).json({ error: 'Missing hostId or contactId' })\n    return\n  }\n  // `null` clears the stage; anything else has to be one of the list's.\n  const clearing = requested === null\n  const lifecycleStage = clearing\n    ? ''\n    : isContactLifecycleStage(requested)\n      ? requested\n      : null\n  if (lifecycleStage === null) {\n    res.status(400).json({ error: 'Pick a lifecycle stage' })\n    return\n  }\n  const caller = await authorizeSiteEditor(req, hostId)\n  if (caller.ok === false) {\n    res.status(caller.status).json({ error: caller.error })\n    return\n  }\n  try {\n    // A lifecycle stage is the suite's (AGL-2787) — see `suite-gate.ts`.\n    const owner = await getOrgForHost(hostId)\n    if (!owner) {\n      res.status(404).json({ error: 'Unknown site' })\n      return\n    }\n    const suite = crmSuiteRefusal(owner.org, \"Moving a contact's lifecycle stage\")\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n    const contactsRef = await orgDataCollectionForHost(hostId, 'contacts')\n    const snapshot = await contactsRef.doc(contactId).get()\n    if (!snapshot.exists || !visibleToHost(snapshot.get('visibleTo'), hostId)) {\n      res.status(404).json({ error: 'Unknown contact' })\n      return\n    }\n    const group = await consentGroupForSite(hostId)\n    const facet = readContactFacet(\n      snapshot.data() as Record<string, unknown>,\n      group.groupId,\n    )\n    const previousStage = facet.lifecycleStage ?? ''\n    if (previousStage === lifecycleStage) {\n      res\n        .status(200)\n        .json({ ok: true, changed: false, lifecycleStage, previousStage })\n      return\n    }\n    await snapshot.ref.update({\n      [contactFacetPath(group.groupId, 'lifecycleStage')]: clearing\n        ? FieldValue.delete()\n        : lifecycleStage,\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // The stage is what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(snapshot.ref, 'contacts')\n    // Awaited, not floated: a serverless response ending cancels in-flight\n    // work, and the event is the reason this route exists. A clear has none.\n    if (!clearing) {\n      await emitHostEvent(\n        hostId,\n        'contactStageChanged',\n        {\n          contactId,\n          email: String(snapshot.get('email') ?? ''),\n          lifecycleStage,\n          previousStage,\n        },\n        { actor: { kind: 'member', uid: caller.uid, email: caller.email } },\n      )\n    }\n    res\n      .status(200)\n      .json({ ok: true, changed: true, lifecycleStage, previousStage })\n  } catch (error) {\n    console.error('[crm] contact-stage failed', hostId, contactId, error)\n    res.status(500).json({ error: 'The stage could not be changed' })\n  }\n}\n\n/**\n * What the create route says when the band refused (AGL-2596).\n *\n * The contacts list's own alert, in the past tense: the list says new\n * visitors are \"no longer captured\", and this says the one contact the\n * reader just tried to add was not. The remedy is the same sentence in both\n * places, so a reader who sees one and then the other is told one thing.\n */\nexport const CONTACT_BAND_FULL_MESSAGE =\n  'Contact limit reached — this contact was not added. Upgrade in Billing ' +\n  'to keep collecting.'\n\n/**\n * `POST /api/crm/contacts-create` — a person added by hand (AGL-2596).\n *\n * Body: `{ hostId, email, name?, phone?, jobTitle?, companyName?,\n * companyId?, address?, ownerUid?, lifecycleStage?, tags?,\n * marketingConsent?, disclosedConsentGroup? }`, plus any of Salesforce's\n * standard contact fields `crm/contact-update` reads but the reports-to\n * (`CONTACT_CREATE_PROFILE_FIELDS`, AGL-3515) — read by the same rules, the\n * salutation judged against the org's list, and the holder's name composed\n * from a first and last name when either is given. Answers\n * `{ contactId, created }`: `created` is\n * false when the address already belonged to somebody, in which case what\n * was typed MERGES into the existing row — the dedupe the shared address\n * book exists for, and the reason a second \"create\" of one person is not\n * an error.\n *\n * ## Who may call it\n *\n * The caller's ID token, then `data.manage` on the site's org — the same key\n * the console surface itself is gated on, resolved through the same\n * three-layer permission read the members route uses. A scoped member is\n * admitted only for a site they reach: the rules would refuse a browser\n * write outside their tokens, and a server route that admitted it would be\n * a way round the rules rather than a service in front of them.\n *\n * ## What it refuses, and how\n *\n * A malformed email or phone number is a 400 with a sentence the drawer can\n * show under the field. The band is a 409 carrying the list's own wording:\n * it is not a bad request and not a server fault, it is the plan saying no,\n * and the drawer relays the sentence rather than inventing one.\n *\n * ## The company (AGL-2613)\n *\n * `companyId` is the picker's choice, and it is checked before anything is\n * written: the company has to exist and be visible to the capturing site's\n * scope, or a caller could file a person under a record they cannot open —\n * the same refusal the lead conversion makes. It reaches the upsert as\n * `facet.companyId`, which is where the link is kept in step with its mirror\n * and the company's contacts count; a merge onto somebody already at another\n * company is a MOVE there, not a second link. The stored company's own name\n * is what is echoed, over whatever the client sent, because the name on the\n * record is the company's and not the form's.\n *\n * ## What it writes beyond the upsert\n *\n * `upsertHostContact` takes the profile — phone, title, address, owner,\n * stage, company — and writes it into the capturing group's facet. The two\n * things it does not take are written here by DOTTED path afterwards: the\n * tags, which union into whatever the person already carried, and the\n * company name — the picked company's, or free text for a person filed\n * under a name no company record carries yet. Dotted paths because this is\n * an `update()`, and only an update reads a dot as a path — a nested object\n * here would replace the facet map and take every other holder's records\n * with it.\n */\nexport const crmContactsCreateHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n\n  const body = (req.body ?? {}) as Record<string, unknown>\n  const hostId = typed(body['hostId'], 128)\n  if (!hostId) {\n    res.status(400).json({ error: 'Missing hostId' })\n    return\n  }\n  const email = normalizeContactEmail(body['email'])\n  if (!email) {\n    res.status(400).json({ error: 'Enter a valid email address.' })\n    return\n  }\n  const rawPhone = typed(body['phone'], 40)\n  const phone = rawPhone ? normalizePhone(rawPhone) : null\n  if (rawPhone && !phone) {\n    res.status(400).json({ error: CONTACT_PHONE_REFUSAL })\n    return\n  }\n  const rawStage = typed(body['lifecycleStage'], 40)\n  if (rawStage && !isContactLifecycleStage(rawStage)) {\n    res.status(400).json({ error: 'Unknown lifecycle stage.' })\n    return\n  }\n  const profile = readContactCreateProfile(body)\n  if (profile.ok === false) {\n    res.status(400).json({ error: profile.error })\n    return\n  }\n  const extras = profile.fields\n  const name = typed(body['name'], 120)\n  const jobTitle = typed(body['jobTitle'], 120)\n  let companyName = typed(body['companyName'], 120)\n  const companyId = typed(body['companyId'], 128)\n  const ownerUid = typed(body['ownerUid'], 128)\n  const address =\n    body['address'] && typeof body['address'] === 'object'\n      ? normalizeAddress(body['address'] as AglynPostalAddress)\n      : null\n  const tags = normalizeTags(body['tags'])\n  const marketingConsent = body['marketingConsent'] === true\n  // The key of the consent-group sentence the drawer showed beside the box\n  // (AGL-3320): the opt-in covers the site's group only while it is the\n  // group's current one, and the capturing site alone otherwise.\n  const disclosedConsentGroup = typed(body['disclosedConsentGroup'], 64)\n  // The org's own contact fields, sent in this same call (AGL-3971): a\n  // value the create dropped would read as saved and be gone, and a second\n  // write after it could land half. Judged below against the definitions.\n  const rawCustom = body['custom']\n  if (\n    rawCustom !== undefined &&\n    (!rawCustom || typeof rawCustom !== 'object' || Array.isArray(rawCustom))\n  ) {\n    res.status(400).json({ error: 'Custom fields must be values keyed by field key.' })\n    return\n  }\n\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) {\n    res.status(401).json({ error: 'Unauthenticated' })\n    return\n  }\n\n  try {\n    const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n    const resolved = await getOrgForHost(hostId)\n    if (!resolved) {\n      res.status(404).json({ error: 'Unknown site' })\n      return\n    }\n    const isStaff = decoded['staff'] === true\n    if (!isStaff) {\n      const membership = await resolveOrgMembership(decoded.uid, resolved.orgId)\n      const member = membership?.member ?? null\n      const reaches =\n        isOrgWideMember(member) || Boolean(member?.hostAccess?.[hostId])\n      const allowed =\n        member &&\n        reaches &&\n        (await memberHasOrgPermission(resolved.orgId, member, 'data.manage'))\n      if (!allowed) {\n        res.status(403).json({\n          error: 'Adding contacts requires the data.manage permission on this site',\n        })\n        return\n      }\n    }\n\n    // A person typed in by the team is the suite's; the capture doors that\n    // fill a Free workspace's contacts do not come through here (AGL-2787).\n    const suite = crmSuiteRefusal(resolved.org, 'Adding a contact by hand')\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n\n    // The salutation, judged against the org's list (AGL-3515).\n    let salutation = ''\n    if (extras.salutation) {\n      const judged = judgeCrmPicklistValue(\n        CRM_SALUTATION_PICKLIST,\n        await readCrmPicklist(\n          firebaseAdmin.app().firestore(),\n          resolved.orgId,\n          CRM_SALUTATION_PICKLIST,\n        ),\n        extras.salutation,\n      )\n      if (judged.ok === false) {\n        res.status(400).json({ error: judged.error })\n        return\n      }\n      salutation = judged.value ?? ''\n    }\n\n    /*\n     * The custom values, judged exactly as `crm/contact-update` judges them\n     * (AGL-3971): the org's definitions read only when the body carried a\n     * map, an unknown, retired or mistyped key refused with the definition\n     * reader's own sentence, and a currency amount stored as that field's\n     * minor units. Before any write, so a refusal leaves nothing behind.\n     */\n    let custom: Record<string, ContactCustomValue> | undefined\n    if (rawCustom !== undefined) {\n      const definitions = await firebaseAdmin\n        .app()\n        .firestore()\n        .collection('orgs')\n        .doc(resolved.orgId)\n        .collection(CRM_COLLECTIONS.contactFields)\n        .limit(CONTACT_FIELDS_MAX_PER_ORG)\n        .get()\n      const judged = readCrmCustomInput(\n        rawCustom,\n        definitions.docs.map((entry) => entry.data() as ContactFieldDefinition),\n        'contact',\n      )\n      if ('errors' in judged) {\n        const [field, message] = Object.entries(judged.errors)[0] ?? []\n        res.status(400).json({\n          error: message ?? 'A custom value could not be saved.',\n          ...(field ? { field } : {}),\n        })\n        return\n      }\n      custom = judged.values\n    }\n\n    if (companyId) {\n      const group = await consentGroupForSite(\n        hostId,\n        resolved.org as Record<string, unknown>,\n      )\n      const readable = new Set<string>(crmReadTokens(group))\n      const companySnapshot = await firebaseAdmin\n        .app()\n        .firestore()\n        .collection('orgs')\n        .doc(resolved.orgId)\n        .collection(CRM_COLLECTIONS.companies)\n        .doc(companyId)\n        .get()\n      const tokens: unknown = companySnapshot.exists\n        ? companySnapshot.get('visibleTo')\n        : undefined\n      const visible =\n        Array.isArray(tokens) && tokens.some((token) => readable.has(String(token)))\n      if (!visible) {\n        res.status(404).json({ error: 'Unknown company' })\n        return\n      }\n      companyName = typed(companySnapshot.get('name'), 120) || companyName\n    }\n\n    const result = await captureHostContact({\n      hostId,\n      email,\n      ...(name ? { name } : {}),\n      source: 'manual',\n      interaction: { summary: 'Added by hand' },\n      actor: {\n        kind: 'member',\n        uid: decoded.uid,\n        email: typeof decoded.email === 'string' ? decoded.email : null,\n      },\n      marketingConsent,\n      ...(marketingConsent && disclosedConsentGroup\n        ? { disclosedConsentGroup }\n        : {}),\n      facet: {\n        ...(phone ? { phone } : {}),\n        ...(jobTitle ? { jobTitle } : {}),\n        // Salesforce's standard fields (AGL-3515); the capture composes the\n        // holder's name from the first and last names.\n        ...Object.fromEntries(\n          Object.entries({ ...extras, salutation }).filter(\n            ([key, value]) =>\n              key !== 'doNotCall' && key !== 'otherAddress' && typeof value === 'string' && value,\n          ),\n        ),\n        ...(extras.otherAddress ? { otherAddress: extras.otherAddress } : {}),\n        ...(extras.doNotCall ? { doNotCall: true } : {}),\n        ...(companyId ? { companyId } : {}),\n        ...(address ? { address } : {}),\n        ...(ownerUid ? { ownerUid } : {}),\n        ...(rawStage && isContactLifecycleStage(rawStage)\n          ? { lifecycleStage: rawStage }\n          : {}),\n        // Written nested into the capturing holder's facet by the upsert,\n        // on a new person and on a merge alike.\n        ...(custom && Object.keys(custom).length ? { custom } : {}),\n      },\n    })\n\n    if ('refused' in result) {\n      if (result.refused === 'band') {\n        res.status(409).json({ error: CONTACT_BAND_FULL_MESSAGE, reason: 'band' })\n        return\n      }\n      if (result.refused === 'invalid-email') {\n        res.status(400).json({ error: 'Enter a valid email address.' })\n        return\n      }\n      // The person was erased from this workspace (AGL-2623). A conflict,\n      // like the band: the request was well-formed and the answer is a\n      // standing fact about the address, not a fault in the call.\n      if (result.refused === 'erased') {\n        res.status(409).json({ error: CONTACT_ERASED_MESSAGE, reason: 'erased' })\n        return\n      }\n      res.status(500).json({ error: 'The contact could not be saved.' })\n      return\n    }\n\n    if (tags.length || companyName) {\n      const group = await consentGroupForSite(\n        hostId,\n        resolved.org as Record<string, unknown>,\n      )\n      const contacts = await orgDataCollectionForHost(hostId, 'contacts')\n      await contacts.doc(result.contactId).update({\n        ...(tags.length\n          ? {\n              [contactFacetPath(group.groupId, 'tags')]: FieldValue.arrayUnion(\n                ...tags,\n              ),\n            }\n          : {}),\n        ...(companyName\n          ? {\n              [contactFacetPath(group.groupId, 'companyName')]: companyName,\n              // The search echo — see `HostContact.companyName`.\n              companyName,\n            }\n          : {}),\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      // The tags are what the Contacts list filters by (AGL-3321).\n      await restampCrmListFieldsAt(contacts.doc(result.contactId), 'contacts')\n    }\n\n    /*\n     * The audit line, written HERE rather than by the console (AGL-2622):\n     * a route that verified the caller and performed the write is the one\n     * writer that cannot record an act that did not happen, which is the\n     * reason `check-activity-coverage.mjs` counts this file. A merge into\n     * a person the org already held is said to be one — the row was\n     * updated, not added — so the feed cannot claim two people for one.\n     */\n    await logHostActivity(\n      hostId,\n      { uid: decoded.uid, email: decoded.email ?? null },\n      result.created ? 'Added contact' : 'Updated contact',\n      {\n        type: 'contact',\n        id: result.contactId,\n        name: name || composeContactName(extras.firstName, extras.lastName) || email,\n      },\n    )\n\n    res\n      .status(result.created ? 201 : 200)\n      .json({ contactId: result.contactId, created: result.created })\n  } catch (error) {\n    console.error('[crm] contact create failed', error)\n    res.status(500).json({ error: 'The contact could not be saved.' })\n  }\n}\n\n/** Console API registration, named in `plugins.config.json` as `consoleApi`. */\nexport function registerCrmConsoleApi(): void {\n  // The pipeline and the deals closed, as figure tables (AGL-3603), for the\n  // AI plugin's insights to read by id; the console runs insight jobs.\n  registerDealFigureReaders(() => firebaseAdmin.app().firestore())\n  // And the leads and contacts gained over a window (AGL-3867), for the\n  // weekly summary and for insights.\n  registerPeopleFigureReader(() => firebaseAdmin.app().firestore())\n  /*\n   * The contact-capture writer, again (AGL-3080). Both apps run it at boot\n   * from their generated server-declarations manifest, and this is the\n   * backstop for a process whose boot did not: the first CRM door to load\n   * registers it. Registering twice replaces in place.\n   */\n  registerCrmServerDeclarations()\n  registerPluginApiRoute(CRM_API_ROUTES.ping, crmPingHandler)\n  registerPluginApiRoute(CRM_API_ROUTES.contactStage, contactStageHandler)\n  // Every other console write to a contact's facets (AGL-2804): the rules\n  // cannot tell one facet field from another, so the plan is asked here.\n  registerPluginApiRoute(CRM_API_ROUTES.contactUpdate, crmContactUpdateHandler)\n  registerPluginApiRoute(CRM_API_ROUTES.contactRemove, crmContactRemoveHandler)\n  // A company's contacts unlinked, then the company (AGL-2804): the unlink\n  // clears a facet, which is the server's to write.\n  registerPluginApiRoute(CRM_API_ROUTES.companyDelete, crmCompanyDeleteHandler)\n  // Tasks (AGL-2599): the two writes with a side effect outside the document\n  // — an assignee's notification, and the `taskCompleted` host event.\n  registerPluginApiRoute(CRM_TASK_ROUTES.save, crmTaskSaveHandler)\n  registerPluginApiRoute(CRM_TASK_ROUTES.complete, crmTaskCompleteHandler)\n  // A client-direct task write's door to `nextTaskAtMs` (AGL-2661).\n  registerPluginApiRoute(CRM_NEXT_ACTIVITY_ROUTE, crmNextActivityHandler)\n  // What a client-direct write the browser cannot follow up asks for: the\n  // fields the CRM lists query, restamped from the record (AGL-3321).\n  registerPluginApiRoute(CRM_LIST_FIELDS_ROUTE, crmListFieldsHandler)\n  // Sharing records with other sites (AGL-3336): a manager's share and\n  // unshare, the org's sharing rules and their recompute, and the rules'\n  // re-evaluation a client-direct write owes.\n  registerPluginApiRoute(CRM_SHARING_ROUTE, crmSharingHandler)\n  // A picklist value renamed or deleted (AGL-3298, AGL-3510): the list and\n  // every record holding the old label, in one request. The lead source's\n  // own address stays registered for a request that names no picklist.\n  registerPluginApiRoute(CRM_PICKLIST_VALUES_ROUTE, crmPicklistValuesHandler)\n  registerPluginApiRoute(CRM_LEAD_SOURCE_VALUES_ROUTE, crmLeadSourceValuesHandler)\n  // The one writer of a deal's stage, won and lost (AGL-2598): the browser\n  // could write the field, but only a server can emit the event an\n  // automation listens for.\n  registerPluginApiRoute('crm/deal-stage', crmDealStageHandler)\n  // A person typed into the console (AGL-2596): the capture doors' own\n  // function behind a session check, so the dedupe and the band are judged\n  // where every other door judges them.\n  registerPluginApiRoute('crm/contacts-create', crmContactsCreateHandler)\n  // A lead becomes a contact, a company and a deal (AGL-2608) — the one CRM\n  // write a browser cannot make alone, because only the server may create a\n  // contact through the dedupe-and-meter door.\n  registerPluginApiRoute('crm/lead-convert', leadConvertHandler)\n  // A lead entered by hand (AGL-3231): the New lead drawer's route.\n  registerPluginApiRoute('crm/leads-create', leadCreateHandler)\n  // The one READ behind a route (AGL-2616): the per-recipient delivery log\n  // is closed to clients, so a contact's campaign mail is projected here.\n  registerPluginApiRoute(CONTACT_EMAIL_HISTORY_ROUTE, contactEmailHistoryHandler)\n  // One email to one person from their record (AGL-2615): the recipient is\n  // read off the record, the daily cap and both suppression lists are\n  // judged, and the message leaves on the site's sending identity.\n  registerPluginApiRoute(CRM_API_ROUTES.emailSend, crmEmailSendHandler)\n  // What the platform knows about one address before somebody writes to it\n  // (AGL-3328): the gateway chip on a record page, and the composer's\n  // warning about a domain with no mail server or a gateway holding this\n  // site's mail. DNS and the ledger are the server's.\n  registerPluginApiRoute(CRM_EMAIL_CHECK_ROUTE, crmEmailCheckHandler)\n  // Two records for one person become one (AGL-2625): the repoint of every\n  // row naming the merged record and the transaction over both documents\n  // are the server's, and the address index it writes is closed to clients.\n  registerPluginApiRoute(CONTACTS_MERGE_ROUTE, contactsMergeHandler)\n  // Files a person's privacy erasure for the daily job (AGL-2623);\n  // workspace admins only.\n  registerPluginApiRoute(CRM_ERASE_PERSON_ROUTE, crmErasePersonHandler)\n  // One line in the organization's activity feed for an act the org-level\n  // hub performed client-direct (AGL-2634): the feed is closed to clients,\n  // so the bulk bars' lines come through here.\n  registerPluginApiRoute(CRM_ORG_ACTIVITY_ROUTE, crmOrgActivityHandler)\n  // A recipe's action written into one site's automations from the org\n  // hub (AGL-2639), stamped and deduplicated by the server, and the stamps\n  // read back per site so the hub can say which sites carry which recipe.\n  registerPluginApiRoute(CRM_RECIPE_INSTALL_ROUTE, crmRecipeInstallHandler)\n  registerPluginApiRoute(CRM_RECIPE_STATUS_ROUTE, crmRecipeStatusHandler)\n  // The workspace's email capture address (AGL-2657): the token is minted\n  // and rotated here, behind the CRM's own gate, and the org document that\n  // carries it is closed to every client.\n  registerPluginApiRoute(CRM_INBOUND_ADDRESS_ROUTE, crmInboundAddressHandler)\n  /*\n   * The three doors a MACHINE calls (AGL-3080), at the paths they have\n   * always answered on: the scheduler's daily digest and hourly task\n   * reminders, on the cron secret, and the mail provider's capture webhook,\n   * on its signature. None names a site or a member, so each is registered\n   * as a machine's route — the dispatcher leaves the plugin's release and\n   * enablement gates and its write limit to it — and each judges the CRM's\n   * plan and flag for every organization it resolves. Loaded with the\n   * first call, not with the surface.\n   */\n  registerPluginApiRoute(\n    CRM_API_ROUTES.dailyDigest,\n    {\n      web: async (request) =>\n        (await import('./server/daily-digest-route')).crmDailyDigestRoute(request),\n    },\n    { machine: true },\n  )\n  registerPluginApiRoute(\n    CRM_API_ROUTES.taskReminders,\n    {\n      web: async (request) =>\n        (await import('./server/task-reminders-route')).crmTaskRemindersRoute(request),\n    },\n    { machine: true },\n  )\n  registerPluginApiRoute(\n    CRM_API_ROUTES.inbound,\n    {\n      web: async (request) => (await import('./server/inbound-route')).crmInboundRoute(request),\n    },\n    { machine: true },\n  )\n  registerPluginApiRoute(\n    CRM_EMAIL_TEMPLATE_DUPLICATE_ROUTE,\n    crmEmailTemplateDuplicateHandler,\n  )\n  // The facts of a contact, company, deal or lead, and an import's field\n  // catalog, for another plugin in this process (AGL-2917): read on the core's\n  // record-facts seam 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+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/server.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * The Contacts plugin's SERVER half (AGL-2595).\n *\n * Contacts CRM v1 had none: every console write was client-direct against\n * the Firestore rules, and the one server path that creates a contact —\n * `upsertHostContact` — belongs to the capture doors, not to this plugin.\n * v2 needs a server for the things a browser must not do alone: an import\n * that dedupes forty thousand rows, a bulk action over a selection, an\n * auto-association of contacts to companies by domain. Each of those lands\n * as a `crm/<route>` handler registered here.\n *\n * `crm/ping` exists so the wiring is PROVEN rather than assumed:\n * `plugins.config.json` names this module's register function and the\n * `crm` API prefix, the generated server manifest loads this file, and the\n * console's `/api/[...pluginApi]` dispatcher reaches the handler. A plugin\n * whose first real route also had to be its first wiring test would have\n * two things to debug at once.\n *\n * The real routes are the writes with a side effect outside the document:\n * `crm/contact-stage` (AGL-2605) exists for the EVENT — `contactStageChanged`\n * can only be emitted by a server path that performed the write, so a record\n * page that moved the stage client-direct would move the person and tell no\n * automation; the task routes (AGL-2599) carry an assignee's notification and\n * the `taskCompleted` event. Every CRM file is imported through the\n * transfer framework (AGL-3527, AGL-3528, `transfer/`), whose writes go\n * through the same doors every other server path uses.\n * `crm/deal-stage` (AGL-2598) is the one writer of a deal's stage, won and lost,\n * because a stage change is what automations listen for (`server-deal-stage.ts`).\n * `crm/contacts-create` (AGL-2596) is a person typed into the console by a\n * member of the team — a server route because the dedupe against every\n * holder's rows and the audience band are judgments the browser cannot make.\n * `crm/contact-update` (AGL-2804) is every other write to a contact's facets:\n * the rules cannot tell one field of a holder's facet from another, so they\n * leave a client nothing there, and the plan is asked here about the fields\n * a save carries. `crm/contact-remove` (AGL-3338) is a holder letting a\n * contact go: the refusals the document holds are kept, which a client\n * write could not be trusted to do.\n */\n\nimport { registerDealFigureReaders } from './server/deal-figures'\nimport { registerPeopleFigureReader } from './server/people-figures'\nimport {\n  CONTACT_ERASED_MESSAGE,\n  CONTACT_FIELDS_MAX_PER_ORG,\n  contactFacetPath,\n  composeContactName,\n  type ContactCustomValue,\n  type ContactFieldDefinition,\n  CRM_COLLECTIONS,\n  CRM_SALUTATION_PICKLIST,\n  crmReadTokens,\n  isContactLifecycleStage,\n  isOrgWideMember,\n  judgeCrmPicklistValue,\n  normalizeAddress,\n  normalizeContactEmail,\n  normalizePhone,\n  type AglynPostalAddress,\n  type PluginApiHandler,\n  type PluginApiRequest,\n  readContactFacet,\n  readCrmCustomInput,\n  registerPluginApiRoute,\n  visibleToHost,\n} from '@aglyn/aglyn/server'\nimport {\n  consentGroupForSite,\n  firebaseAdmin,\n  getOrgForHost,\n  logHostActivity,\n  memberHasOrgPermission,\n  orgDataCollectionForHost,\n  resolveOrgMembership,\n  restampCrmListFieldsAt,\n} from '@aglyn/tenant-data-admin'\nimport { isRefusedIdToken } from '@aglyn/tenant-data-admin/server/id-token-refusal'\nimport { emitHostEvent } from '@aglyn/tenant-runtime'\nimport { ORG_CONTACT_HOLDER_ID } from '@aglyn/aglyn/app-utils/contacts'\nimport { crmDefaultScopeOf } from '@aglyn/aglyn/app-utils/crm'\nimport { logOrgActivity } from '@aglyn/tenant-data-admin/server/organizations'\nimport { contactPrimaryGroup } from './model/contact-holder'\nimport { addContactByHand } from './server/add-contact-by-hand'\nimport { authorizeOrgCaller, readOrgForCreate } from './server/org-caller'\nimport { captureHostContact } from './server/capture-host-contact'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { CRM_API_ROUTES } from './constants/api-routes'\nimport { registerCrmServerDeclarations } from './declarations.server'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport { CRM_NEXT_ACTIVITY_ROUTE } from './model/next-activity'\nimport { CRM_LIST_FIELDS_ROUTE } from './model/list-fields'\nimport { CRM_LEAD_SOURCE_VALUES_ROUTE, CRM_PICKLIST_VALUES_ROUTE } from './model/picklist-values'\nimport { CRM_TASK_ROUTES } from './model/task-routes'\nimport { crmNextActivityHandler } from './server/next-activity-routes'\nimport { crmListFieldsHandler } from './server/list-fields-routes'\nimport { crmLeadSourceValuesHandler, crmPicklistValuesHandler } from './server/picklist-values'\nimport { registerCrmRecordEmailStateWriter } from './server/record-email-state'\nimport { registerCrmRecordTimelineWriter } from './server/record-timeline'\nimport { crmTaskCompleteHandler, crmTaskSaveHandler } from './server/task-routes'\nimport { crmDealStageHandler } from './server-deal-stage'\nimport { crmEmailSendHandler } from './server/email-send'\nimport { CRM_EMAIL_CHECK_ROUTE, crmEmailCheckHandler } from './server/email-check'\nimport { leadConvertHandler } from './server/lead-convert'\nimport { leadCreateHandler } from './server/lead-create'\nimport {\n  CONTACT_EMAIL_HISTORY_ROUTE,\n  contactEmailHistoryHandler,\n} from './server/contact-email-history'\nimport { CONTACTS_MERGE_ROUTE, contactsMergeHandler } from './server/contacts-merge'\nimport { CRM_ERASE_PERSON_ROUTE, crmErasePersonHandler } from './server/erase-person'\nimport { CRM_ORG_ACTIVITY_ROUTE, crmOrgActivityHandler } from './server/org-activity'\nimport { CRM_INBOUND_ADDRESS_ROUTE, crmInboundAddressHandler } from './server/inbound-address'\nimport { crmCompanyDeleteHandler } from './server/company-delete'\nimport { crmSharingHandler } from './server/crm-sharing'\nimport { CRM_SHARING_ROUTE } from './model/crm-sharing'\nimport { CONTACT_PHONE_REFUSAL, normalizeTags, typed } from './server/contact-profile'\nimport { crmContactUpdateHandler, readContactCreateProfile } from './server/contact-update'\nimport { readCrmPicklist } from './server/read-picklist'\nimport { crmContactRemoveHandler } from './server/contact-remove'\nimport {\n  CRM_EMAIL_TEMPLATE_DUPLICATE_ROUTE,\n  crmEmailTemplateDuplicateHandler,\n} from './server/email-template-duplicate'\nimport { registerCrmRecordFactsReaders } from './server/record-facts'\nimport { crmSuiteRefusal } from './server/suite-gate'\nimport {\n  CRM_RECIPE_INSTALL_ROUTE,\n  CRM_RECIPE_STATUS_ROUTE,\n  crmRecipeInstallHandler,\n  crmRecipeStatusHandler,\n} from './server/recipe-routes'\n\n/**\n * `GET /api/crm/ping` → `{ ok: true, plugin: 'crm' }`.\n *\n * No auth, no host, no data: it answers whether the plugin's server bundle\n * was loaded and its routes registered, which is a fact about the process\n * and not about any org. Anything that reads a document goes behind the\n * same session and role checks the other plugins' console routes use.\n */\nexport const crmPingHandler: PluginApiHandler = (req, res) => {\n  if (req.method !== 'GET') {\n    res.setHeader('Allow', 'GET')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  res.status(200).json({ ok: true, plugin: BUNDLE_ID })\n}\n\ntype Refusal = { ok: false; status: number; error: string }\n\n/**\n * Who is calling, and whether they may edit this site's CRM.\n *\n * The same check the inbox, bookings and email console routes make: a\n * bearer ID token, verified, and an `admin` or `editor` role on the host\n * document. A contact is a site's business record, so the site's own role\n * map is the right authority; org-wide reach is not required, because a\n * site editor who can open the record in the console can already write\n * every other field on it client-direct.\n */\nasync function authorizeSiteEditor(\n  req: PluginApiRequest,\n  hostId: string,\n): Promise<{ ok: true; uid: string; email: string | null } | Refusal> {\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) return { ok: false, status: 401, error: 'Unauthenticated' }\n  let uid: string\n  let email: string | null\n  try {\n    const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n    uid = decoded.uid\n    email = typeof decoded.email === 'string' ? decoded.email : null\n  } catch (error) {\n    // A refused credential is the caller's 401; a failure to check one is\n    // ours and keeps a 5xx (AGL-2852).\n    if (isRefusedIdToken(error)) return { ok: false, status: 401, error: 'Unauthenticated' }\n    console.error('[crm] the site editor could not be verified', error)\n    return { ok: false, status: 500, error: 'The sign-in could not be checked. Try again.' }\n  }\n  const hostSnapshot = await firebaseAdmin\n    .app()\n    .firestore()\n    .collection('hosts')\n    .doc(hostId)\n    .get()\n  if (!hostSnapshot.exists) {\n    return { ok: false, status: 404, error: 'Unknown site' }\n  }\n  const memberRole = (hostSnapshot.get('memberRoles') ?? {})[uid]\n  if (memberRole !== 'admin' && memberRole !== 'editor') {\n    return { ok: false, status: 403, error: 'Not a site admin or editor' }\n  }\n  return { ok: true, uid, email }\n}\n\n/**\n * `POST /api/crm/contact-stage` with `{ hostId, contactId, lifecycleStage }`.\n *\n * Writes the stage into THIS site's facet on the contact — a dotted\n * `update()`, never a top-level field, because the row is shared by every\n * site in the org and a stage is one holder's reading of the person — and\n * then announces `contactStageChanged` with the stage it replaced.\n *\n * A stage set to what it already is writes nothing and announces nothing:\n * the response says `changed: false`, and no automation listening for a\n * change hears one that did not happen.\n *\n * `lifecycleStage: null` CLEARS the stage (AGL-2804). A facet is the\n * server's to write, so \"not placed yet\" comes through the route that owns\n * the stage rather than as a client-direct delete, and it is refused to a\n * plan without the suite the way a move is. There is no event for \"no\n * stage\", so a clear announces nothing; an empty string names no stage and\n * is refused like any other the list does not have.\n *\n * The contact is looked up by id and then checked against `visibleTo`,\n * because the Admin SDK evaluates no rules: a caller who can edit site A\n * must not be able to restage a contact only site B holds by guessing its\n * id, and the scoped query the list uses is not available to a `doc()` read.\n */\nexport const contactStageHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n  const hostId = String(req.body?.hostId ?? '').trim()\n  const orgId = String(req.body?.orgId ?? '').trim()\n  const contactId = String(req.body?.contactId ?? '').trim()\n  const requested: unknown = req.body?.lifecycleStage\n  if ((!hostId && !orgId) || !contactId) {\n    res.status(400).json({ error: 'Missing hostId or contactId' })\n    return\n  }\n  // `null` clears the stage; anything else has to be one of the list's.\n  const clearing = requested === null\n  const lifecycleStage = clearing\n    ? ''\n    : isContactLifecycleStage(requested)\n      ? requested\n      : null\n  if (lifecycleStage === null) {\n    res.status(400).json({ error: 'Pick a lifecycle stage' })\n    return\n  }\n  /*\n   * A person no site holds is staged at the organization level (AGL-4122): the\n   * stage is in their org-held facet, and no site has an automation to tell.\n   */\n  if (!hostId) {\n    const caller = await authorizeOrgCaller(req, orgId, {\n      needs: 'data.manage',\n      refusal: 'Moving a contact’s stage requires the \"Manage data\" permission.',\n    })\n    if (caller.ok === false) {\n      res.status(caller.status).json({ error: caller.error })\n      return\n    }\n    try {\n      const suite = crmSuiteRefusal(caller.org, \"Moving a contact's lifecycle stage\")\n      if (suite) {\n        res.status(suite.status).json(suite.body)\n        return\n      }\n      const snapshot = await firebaseAdmin\n        .app()\n        .firestore()\n        .collection('orgs')\n        .doc(orgId)\n        .collection('contacts')\n        .doc(contactId)\n        .get()\n      if (!snapshot.exists) {\n        res.status(404).json({ error: 'Unknown contact' })\n        return\n      }\n      const data = snapshot.data() as Record<string, unknown>\n      const groupId =\n        contactPrimaryGroup(data, caller.org as Record<string, unknown>).groupId ||\n        ORG_CONTACT_HOLDER_ID\n      const previousStage = readContactFacet(data, groupId).lifecycleStage ?? ''\n      if (previousStage === lifecycleStage) {\n        res.status(200).json({ ok: true, changed: false, lifecycleStage, previousStage })\n        return\n      }\n      await snapshot.ref.update({\n        [contactFacetPath(groupId, 'lifecycleStage')]: clearing\n          ? FieldValue.delete()\n          : lifecycleStage,\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      await restampCrmListFieldsAt(snapshot.ref, 'contacts')\n      res.status(200).json({ ok: true, changed: true, lifecycleStage, previousStage })\n    } catch (error) {\n      console.error('[crm] contact-stage failed', orgId, contactId, error)\n      res.status(500).json({ error: 'The stage could not be changed' })\n    }\n    return\n  }\n  const caller = await authorizeSiteEditor(req, hostId)\n  if (caller.ok === false) {\n    res.status(caller.status).json({ error: caller.error })\n    return\n  }\n  try {\n    // A lifecycle stage is the suite's (AGL-2787) — see `suite-gate.ts`.\n    const owner = await getOrgForHost(hostId)\n    if (!owner) {\n      res.status(404).json({ error: 'Unknown site' })\n      return\n    }\n    const suite = crmSuiteRefusal(owner.org, \"Moving a contact's lifecycle stage\")\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n    const contactsRef = await orgDataCollectionForHost(hostId, 'contacts')\n    const snapshot = await contactsRef.doc(contactId).get()\n    if (!snapshot.exists || !visibleToHost(snapshot.get('visibleTo'), hostId)) {\n      res.status(404).json({ error: 'Unknown contact' })\n      return\n    }\n    const group = await consentGroupForSite(hostId)\n    const facet = readContactFacet(\n      snapshot.data() as Record<string, unknown>,\n      group.groupId,\n    )\n    const previousStage = facet.lifecycleStage ?? ''\n    if (previousStage === lifecycleStage) {\n      res\n        .status(200)\n        .json({ ok: true, changed: false, lifecycleStage, previousStage })\n      return\n    }\n    await snapshot.ref.update({\n      [contactFacetPath(group.groupId, 'lifecycleStage')]: clearing\n        ? FieldValue.delete()\n        : lifecycleStage,\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    // The stage is what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(snapshot.ref, 'contacts')\n    // Awaited, not floated: a serverless response ending cancels in-flight\n    // work, and the event is the reason this route exists. A clear has none.\n    if (!clearing) {\n      await emitHostEvent(\n        hostId,\n        'contactStageChanged',\n        {\n          contactId,\n          email: String(snapshot.get('email') ?? ''),\n          lifecycleStage,\n          previousStage,\n        },\n        { actor: { kind: 'member', uid: caller.uid, email: caller.email } },\n      )\n    }\n    res\n      .status(200)\n      .json({ ok: true, changed: true, lifecycleStage, previousStage })\n  } catch (error) {\n    console.error('[crm] contact-stage failed', hostId, contactId, error)\n    res.status(500).json({ error: 'The stage could not be changed' })\n  }\n}\n\n/**\n * What the create route says when the band refused (AGL-2596).\n *\n * The contacts list's own alert, in the past tense: the list says new\n * visitors are \"no longer captured\", and this says the one contact the\n * reader just tried to add was not. The remedy is the same sentence in both\n * places, so a reader who sees one and then the other is told one thing.\n */\nexport const CONTACT_BAND_FULL_MESSAGE =\n  'Contact limit reached — this contact was not added. Upgrade in Billing ' +\n  'to keep collecting.'\n\n/**\n * `POST /api/crm/contacts-create` — a person added by hand (AGL-2596).\n *\n * Body: `{ hostId, email, name?, phone?, jobTitle?, companyName?,\n * companyId?, address?, ownerUid?, lifecycleStage?, tags?,\n * marketingConsent?, disclosedConsentGroup? }`, plus any of Salesforce's\n * standard contact fields `crm/contact-update` reads but the reports-to\n * (`CONTACT_CREATE_PROFILE_FIELDS`, AGL-3515) — read by the same rules, the\n * salutation judged against the org's list, and the holder's name composed\n * from a first and last name when either is given. Answers\n * `{ contactId, created }`: `created` is\n * false when the address already belonged to somebody, in which case what\n * was typed MERGES into the existing row — the dedupe the shared address\n * book exists for, and the reason a second \"create\" of one person is not\n * an error.\n *\n * ## Who may call it\n *\n * The caller's ID token, then `data.manage` on the site's org — the same key\n * the console surface itself is gated on, resolved through the same\n * three-layer permission read the members route uses. A scoped member is\n * admitted only for a site they reach: the rules would refuse a browser\n * write outside their tokens, and a server route that admitted it would be\n * a way round the rules rather than a service in front of them.\n *\n * ## What it refuses, and how\n *\n * A malformed email or phone number is a 400 with a sentence the drawer can\n * show under the field. The band is a 409 carrying the list's own wording:\n * it is not a bad request and not a server fault, it is the plan saying no,\n * and the drawer relays the sentence rather than inventing one.\n *\n * ## The company (AGL-2613)\n *\n * `companyId` is the picker's choice, and it is checked before anything is\n * written: the company has to exist and be visible to the capturing site's\n * scope, or a caller could file a person under a record they cannot open —\n * the same refusal the lead conversion makes. It reaches the upsert as\n * `facet.companyId`, which is where the link is kept in step with its mirror\n * and the company's contacts count; a merge onto somebody already at another\n * company is a MOVE there, not a second link. The stored company's own name\n * is what is echoed, over whatever the client sent, because the name on the\n * record is the company's and not the form's.\n *\n * ## What it writes beyond the upsert\n *\n * `upsertHostContact` takes the profile — phone, title, address, owner,\n * stage, company — and writes it into the capturing group's facet. The two\n * things it does not take are written here by DOTTED path afterwards: the\n * tags, which union into whatever the person already carried, and the\n * company name — the picked company's, or free text for a person filed\n * under a name no company record carries yet. Dotted paths because this is\n * an `update()`, and only an update reads a dot as a path — a nested object\n * here would replace the facet map and take every other holder's records\n * with it.\n */\nexport const crmContactsCreateHandler: PluginApiHandler = async (req, res) => {\n  if (req.method !== 'POST') {\n    res.setHeader('Allow', 'POST')\n    res.status(405).json({ error: 'Method not allowed' })\n    return\n  }\n\n  const body = (req.body ?? {}) as Record<string, unknown>\n  const hostId = typed(body['hostId'], 128)\n  // The organization, for a person added there with no Source site (AGL-4122).\n  const orgIdInBody = typed(body['orgId'], 128)\n  if (!hostId && !orgIdInBody) {\n    res.status(400).json({ error: 'Missing hostId' })\n    return\n  }\n  // An address is optional, and one that was typed still has to be an address.\n  const rawEmail = typed(body['email'], 320)\n  const email = rawEmail ? normalizeContactEmail(rawEmail) : null\n  if (rawEmail && !email) {\n    res.status(400).json({ error: 'Enter a valid email address.' })\n    return\n  }\n  const rawPhone = typed(body['phone'], 40)\n  const phone = rawPhone ? normalizePhone(rawPhone) : null\n  if (rawPhone && !phone) {\n    res.status(400).json({ error: CONTACT_PHONE_REFUSAL })\n    return\n  }\n  const rawStage = typed(body['lifecycleStage'], 40)\n  if (rawStage && !isContactLifecycleStage(rawStage)) {\n    res.status(400).json({ error: 'Unknown lifecycle stage.' })\n    return\n  }\n  const profile = readContactCreateProfile(body)\n  if (profile.ok === false) {\n    res.status(400).json({ error: profile.error })\n    return\n  }\n  const extras = profile.fields\n  const name = typed(body['name'], 120)\n  // Somebody to call them: a name, an address or a number (AGL-4122).\n  if (\n    !email &&\n    !phone &&\n    !extras.mobilePhone &&\n    !name &&\n    !composeContactName(extras.firstName, extras.lastName)\n  ) {\n    res.status(400).json({ error: 'Enter a name, an email or a phone number.' })\n    return\n  }\n  const jobTitle = typed(body['jobTitle'], 120)\n  let companyName = typed(body['companyName'], 120)\n  const companyId = typed(body['companyId'], 128)\n  const ownerUid = typed(body['ownerUid'], 128)\n  const address =\n    body['address'] && typeof body['address'] === 'object'\n      ? normalizeAddress(body['address'] as AglynPostalAddress)\n      : null\n  const tags = normalizeTags(body['tags'])\n  const marketingConsent = body['marketingConsent'] === true\n  // The key of the consent-group sentence the drawer showed beside the box\n  // (AGL-3320): the opt-in covers the site's group only while it is the\n  // group's current one, and the capturing site alone otherwise.\n  const disclosedConsentGroup = typed(body['disclosedConsentGroup'], 64)\n  // The org's own contact fields, sent in this same call (AGL-3971): a\n  // value the create dropped would read as saved and be gone, and a second\n  // write after it could land half. Judged below against the definitions.\n  const rawCustom = body['custom']\n  if (\n    rawCustom !== undefined &&\n    (!rawCustom || typeof rawCustom !== 'object' || Array.isArray(rawCustom))\n  ) {\n    res.status(400).json({ error: 'Custom fields must be values keyed by field key.' })\n    return\n  }\n\n  const authorization = String(req.headers.authorization ?? '')\n  const idToken = authorization.startsWith('Bearer ')\n    ? authorization.slice('Bearer '.length)\n    : undefined\n  if (!idToken) {\n    res.status(401).json({ error: 'Unauthenticated' })\n    return\n  }\n\n  try {\n    const decoded = await firebaseAdmin.app().auth().verifyIdToken(idToken)\n    const resolved = hostId\n      ? await getOrgForHost(hostId)\n      : await readOrgForCreate(orgIdInBody)\n    if (!resolved) {\n      res.status(404).json({ error: hostId ? 'Unknown site' : 'Unknown workspace' })\n      return\n    }\n    // The org's records belong to every site unless it keeps them apart, and\n    // then a record has to come from one (AGL-4122).\n    if (\n      !hostId &&\n      crmDefaultScopeOf(resolved.org as Record<string, unknown>) !== 'org'\n    ) {\n      res.status(400).json({ error: 'Choose the site this contact came from.' })\n      return\n    }\n    const isStaff = decoded['staff'] === true\n    if (!isStaff) {\n      const membership = await resolveOrgMembership(decoded.uid, resolved.orgId)\n      const member = membership?.member ?? null\n      const reaches =\n        isOrgWideMember(member) ||\n        Boolean(hostId && member?.hostAccess?.[hostId])\n      const allowed =\n        member &&\n        reaches &&\n        (await memberHasOrgPermission(resolved.orgId, member, 'data.manage'))\n      if (!allowed) {\n        res.status(403).json({\n          error: 'Adding contacts requires the data.manage permission on this site',\n        })\n        return\n      }\n    }\n\n    // A person typed in by the team is the suite's; the capture doors that\n    // fill a Free workspace's contacts do not come through here (AGL-2787).\n    const suite = crmSuiteRefusal(resolved.org, 'Adding a contact by hand')\n    if (suite) {\n      res.status(suite.status).json(suite.body)\n      return\n    }\n\n    // The salutation, judged against the org's list (AGL-3515).\n    let salutation = ''\n    if (extras.salutation) {\n      const judged = judgeCrmPicklistValue(\n        CRM_SALUTATION_PICKLIST,\n        await readCrmPicklist(\n          firebaseAdmin.app().firestore(),\n          resolved.orgId,\n          CRM_SALUTATION_PICKLIST,\n        ),\n        extras.salutation,\n      )\n      if (judged.ok === false) {\n        res.status(400).json({ error: judged.error })\n        return\n      }\n      salutation = judged.value ?? ''\n    }\n\n    /*\n     * The custom values, judged exactly as `crm/contact-update` judges them\n     * (AGL-3971): the org's definitions read only when the body carried a\n     * map, an unknown, retired or mistyped key refused with the definition\n     * reader's own sentence, and a currency amount stored as that field's\n     * minor units. Before any write, so a refusal leaves nothing behind.\n     */\n    let custom: Record<string, ContactCustomValue> | undefined\n    if (rawCustom !== undefined) {\n      const definitions = await firebaseAdmin\n        .app()\n        .firestore()\n        .collection('orgs')\n        .doc(resolved.orgId)\n        .collection(CRM_COLLECTIONS.contactFields)\n        .limit(CONTACT_FIELDS_MAX_PER_ORG)\n        .get()\n      const judged = readCrmCustomInput(\n        rawCustom,\n        definitions.docs.map((entry) => entry.data() as ContactFieldDefinition),\n        'contact',\n      )\n      if ('errors' in judged) {\n        const [field, message] = Object.entries(judged.errors)[0] ?? []\n        res.status(400).json({\n          error: message ?? 'A custom value could not be saved.',\n          ...(field ? { field } : {}),\n        })\n        return\n      }\n      custom = judged.values\n    }\n\n    if (companyId) {\n      // With no site the caller is org-wide, and every company is theirs.\n      const readable = hostId\n        ? new Set<string>(\n            crmReadTokens(\n              await consentGroupForSite(\n                hostId,\n                resolved.org as Record<string, unknown>,\n              ),\n            ),\n          )\n        : null\n      const companySnapshot = await firebaseAdmin\n        .app()\n        .firestore()\n        .collection('orgs')\n        .doc(resolved.orgId)\n        .collection(CRM_COLLECTIONS.companies)\n        .doc(companyId)\n        .get()\n      const tokens: unknown = companySnapshot.exists\n        ? companySnapshot.get('visibleTo')\n        : undefined\n      const visible =\n        companySnapshot.exists &&\n        (!readable ||\n          (Array.isArray(tokens) && tokens.some((token) => readable.has(String(token)))))\n      if (!visible) {\n        res.status(404).json({ error: 'Unknown company' })\n        return\n      }\n      companyName = typed(companySnapshot.get('name'), 120) || companyName\n    }\n\n    const facet = {\n        ...(phone ? { phone } : {}),\n        ...(jobTitle ? { jobTitle } : {}),\n        // Salesforce's standard fields (AGL-3515); the capture composes the\n        // holder's name from the first and last names.\n        ...Object.fromEntries(\n          Object.entries({ ...extras, salutation }).filter(\n            ([key, value]) =>\n              key !== 'doNotCall' && key !== 'otherAddress' && typeof value === 'string' && value,\n          ),\n        ),\n        ...(extras.otherAddress ? { otherAddress: extras.otherAddress } : {}),\n        ...(extras.doNotCall ? { doNotCall: true } : {}),\n        ...(companyId ? { companyId } : {}),\n        ...(address ? { address } : {}),\n        ...(ownerUid ? { ownerUid } : {}),\n        // Written nested into the capturing holder's facet by the upsert,\n        // on a new person and on a merge alike.\n        ...(custom && Object.keys(custom).length ? { custom } : {}),\n    }\n    const stage =\n      rawStage && isContactLifecycleStage(rawStage) ? { lifecycleStage: rawStage } : {}\n    // A site and an address are a capture. Anything less is the team adding a\n    // person no capture door could take (AGL-4122).\n    const captured = Boolean(hostId && email)\n    const result = captured\n      ? await captureHostContact({\n          hostId,\n          email: email as string,\n          ...(name ? { name } : {}),\n          source: 'manual',\n          interaction: { summary: 'Added by hand' },\n          actor: {\n            kind: 'member',\n            uid: decoded.uid,\n            email: typeof decoded.email === 'string' ? decoded.email : null,\n          },\n          marketingConsent,\n          ...(marketingConsent && disclosedConsentGroup\n            ? { disclosedConsentGroup }\n            : {}),\n          // The door's stage is the one the drawer picked, or none at all.\n          facet: { ...facet, ...stage /* lifecycleStage */ },\n        })\n      : await addContactByHand({\n          orgId: resolved.orgId,\n          org: resolved.org as Record<string, unknown>,\n          sourceHostId: hostId || null,\n          email,\n          ...(name ? { name } : {}),\n          facet: {\n            ...facet,\n            ...stage,\n            ...(companyName ? { companyName } : {}),\n          },\n          tags,\n          marketingConsent,\n          ...(disclosedConsentGroup ? { disclosedConsentGroup } : {}),\n        })\n\n    if ('refused' in result) {\n      if (result.refused === 'band') {\n        res.status(409).json({ error: CONTACT_BAND_FULL_MESSAGE, reason: 'band' })\n        return\n      }\n      if (result.refused === 'invalid-email') {\n        res.status(400).json({ error: 'Enter a valid email address.' })\n        return\n      }\n      // The person was erased from this workspace (AGL-2623). A conflict,\n      // like the band: the request was well-formed and the answer is a\n      // standing fact about the address, not a fault in the call.\n      if (result.refused === 'erased') {\n        res.status(409).json({ error: CONTACT_ERASED_MESSAGE, reason: 'erased' })\n        return\n      }\n      res.status(500).json({ error: 'The contact could not be saved.' })\n      return\n    }\n\n    if (captured && (tags.length || companyName)) {\n      const group = await consentGroupForSite(\n        hostId,\n        resolved.org as Record<string, unknown>,\n      )\n      const contacts = await orgDataCollectionForHost(hostId, 'contacts')\n      await contacts.doc(result.contactId).update({\n        ...(tags.length\n          ? {\n              [contactFacetPath(group.groupId, 'tags')]: FieldValue.arrayUnion(\n                ...tags,\n              ),\n            }\n          : {}),\n        ...(companyName\n          ? {\n              [contactFacetPath(group.groupId, 'companyName')]: companyName,\n              // The search echo — see `HostContact.companyName`.\n              companyName,\n            }\n          : {}),\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      // The tags are what the Contacts list filters by (AGL-3321).\n      await restampCrmListFieldsAt(contacts.doc(result.contactId), 'contacts')\n    }\n\n    /*\n     * The audit line, written HERE rather than by the console (AGL-2622):\n     * a route that verified the caller and performed the write is the one\n     * writer that cannot record an act that did not happen, which is the\n     * reason `check-activity-coverage.mjs` counts this file. A merge into\n     * a person the org already held is said to be one — the row was\n     * updated, not added — so the feed cannot claim two people for one.\n     */\n    const added = result.created ? 'Added contact' : 'Updated contact'\n    const addedActor = { uid: decoded.uid, email: decoded.email ?? null }\n    const addedTarget = {\n      type: 'contact' as const,\n      id: result.contactId,\n      name:\n        name ||\n        composeContactName(extras.firstName, extras.lastName) ||\n        email ||\n        phone ||\n        '',\n    }\n    await (hostId\n      ? logHostActivity(hostId, addedActor, added, addedTarget)\n      : logOrgActivity(resolved.orgId, addedActor, added, addedTarget))\n\n    res\n      .status(result.created ? 201 : 200)\n      .json({ contactId: result.contactId, created: result.created })\n  } catch (error) {\n    console.error('[crm] contact create failed', error)\n    res.status(500).json({ error: 'The contact could not be saved.' })\n  }\n}\n\n/** Console API registration, named in `plugins.config.json` as `consoleApi`. */\nexport function registerCrmConsoleApi(): void {\n  // The pipeline and the deals closed, as figure tables (AGL-3603), for the\n  // AI plugin's insights to read by id; the console runs insight jobs.\n  registerDealFigureReaders(() => firebaseAdmin.app().firestore())\n  // And the leads and contacts gained over a window (AGL-3867), for the\n  // weekly summary and for insights.\n  registerPeopleFigureReader(() => firebaseAdmin.app().firestore())\n  /*\n   * The contact-capture writer, again (AGL-3080). Both apps run it at boot\n   * from their generated server-declarations manifest, and this is the\n   * backstop for a process whose boot did not: the first CRM door to load\n   * registers it. Registering twice replaces in place.\n   */\n  registerCrmServerDeclarations()\n  registerPluginApiRoute(CRM_API_ROUTES.ping, crmPingHandler)\n  registerPluginApiRoute(CRM_API_ROUTES.contactStage, contactStageHandler)\n  // Every other console write to a contact's facets (AGL-2804): the rules\n  // cannot tell one facet field from another, so the plan is asked here.\n  registerPluginApiRoute(CRM_API_ROUTES.contactUpdate, crmContactUpdateHandler)\n  registerPluginApiRoute(CRM_API_ROUTES.contactRemove, crmContactRemoveHandler)\n  // A company's contacts unlinked, then the company (AGL-2804): the unlink\n  // clears a facet, which is the server's to write.\n  registerPluginApiRoute(CRM_API_ROUTES.companyDelete, crmCompanyDeleteHandler)\n  // Tasks (AGL-2599): the two writes with a side effect outside the document\n  // — an assignee's notification, and the `taskCompleted` host event.\n  registerPluginApiRoute(CRM_TASK_ROUTES.save, crmTaskSaveHandler)\n  registerPluginApiRoute(CRM_TASK_ROUTES.complete, crmTaskCompleteHandler)\n  // A client-direct task write's door to `nextTaskAtMs` (AGL-2661).\n  registerPluginApiRoute(CRM_NEXT_ACTIVITY_ROUTE, crmNextActivityHandler)\n  // What a client-direct write the browser cannot follow up asks for: the\n  // fields the CRM lists query, restamped from the record (AGL-3321).\n  registerPluginApiRoute(CRM_LIST_FIELDS_ROUTE, crmListFieldsHandler)\n  // Sharing records with other sites (AGL-3336): a manager's share and\n  // unshare, the org's sharing rules and their recompute, and the rules'\n  // re-evaluation a client-direct write owes.\n  registerPluginApiRoute(CRM_SHARING_ROUTE, crmSharingHandler)\n  // A picklist value renamed or deleted (AGL-3298, AGL-3510): the list and\n  // every record holding the old label, in one request. The lead source's\n  // own address stays registered for a request that names no picklist.\n  registerPluginApiRoute(CRM_PICKLIST_VALUES_ROUTE, crmPicklistValuesHandler)\n  registerPluginApiRoute(CRM_LEAD_SOURCE_VALUES_ROUTE, crmLeadSourceValuesHandler)\n  // The one writer of a deal's stage, won and lost (AGL-2598): the browser\n  // could write the field, but only a server can emit the event an\n  // automation listens for.\n  registerPluginApiRoute('crm/deal-stage', crmDealStageHandler)\n  // A person typed into the console (AGL-2596): the capture doors' own\n  // function behind a session check, so the dedupe and the band are judged\n  // where every other door judges them.\n  registerPluginApiRoute('crm/contacts-create', crmContactsCreateHandler)\n  // A lead becomes a contact, a company and a deal (AGL-2608) — the one CRM\n  // write a browser cannot make alone, because only the server may create a\n  // contact through the dedupe-and-meter door.\n  registerPluginApiRoute('crm/lead-convert', leadConvertHandler)\n  // A lead entered by hand (AGL-3231): the New lead drawer's route.\n  registerPluginApiRoute('crm/leads-create', leadCreateHandler)\n  // The one READ behind a route (AGL-2616): the per-recipient delivery log\n  // is closed to clients, so a contact's campaign mail is projected here.\n  registerPluginApiRoute(CONTACT_EMAIL_HISTORY_ROUTE, contactEmailHistoryHandler)\n  // One email to one person from their record (AGL-2615): the recipient is\n  // read off the record, the daily cap and both suppression lists are\n  // judged, and the message leaves on the site's sending identity.\n  registerPluginApiRoute(CRM_API_ROUTES.emailSend, crmEmailSendHandler)\n  // What the platform knows about one address before somebody writes to it\n  // (AGL-3328): the gateway chip on a record page, and the composer's\n  // warning about a domain with no mail server or a gateway holding this\n  // site's mail. DNS and the ledger are the server's.\n  registerPluginApiRoute(CRM_EMAIL_CHECK_ROUTE, crmEmailCheckHandler)\n  // Two records for one person become one (AGL-2625): the repoint of every\n  // row naming the merged record and the transaction over both documents\n  // are the server's, and the address index it writes is closed to clients.\n  registerPluginApiRoute(CONTACTS_MERGE_ROUTE, contactsMergeHandler)\n  // Files a person's privacy erasure for the daily job (AGL-2623);\n  // workspace admins only.\n  registerPluginApiRoute(CRM_ERASE_PERSON_ROUTE, crmErasePersonHandler)\n  // One line in the organization's activity feed for an act the org-level\n  // hub performed client-direct (AGL-2634): the feed is closed to clients,\n  // so the bulk bars' lines come through here.\n  registerPluginApiRoute(CRM_ORG_ACTIVITY_ROUTE, crmOrgActivityHandler)\n  // A recipe's action written into one site's automations from the org\n  // hub (AGL-2639), stamped and deduplicated by the server, and the stamps\n  // read back per site so the hub can say which sites carry which recipe.\n  registerPluginApiRoute(CRM_RECIPE_INSTALL_ROUTE, crmRecipeInstallHandler)\n  registerPluginApiRoute(CRM_RECIPE_STATUS_ROUTE, crmRecipeStatusHandler)\n  // The workspace's email capture address (AGL-2657): the token is minted\n  // and rotated here, behind the CRM's own gate, and the org document that\n  // carries it is closed to every client.\n  registerPluginApiRoute(CRM_INBOUND_ADDRESS_ROUTE, crmInboundAddressHandler)\n  /*\n   * The three doors a MACHINE calls (AGL-3080), at the paths they have\n   * always answered on: the scheduler's daily digest and hourly task\n   * reminders, on the cron secret, and the mail provider's capture webhook,\n   * on its signature. None names a site or a member, so each is registered\n   * as a machine's route — the dispatcher leaves the plugin's release and\n   * enablement gates and its write limit to it — and each judges the CRM's\n   * plan and flag for every organization it resolves. Loaded with the\n   * first call, not with the surface.\n   */\n  registerPluginApiRoute(\n    CRM_API_ROUTES.dailyDigest,\n    {\n      web: async (request) =>\n        (await import('./server/daily-digest-route')).crmDailyDigestRoute(request),\n    },\n    { machine: true },\n  )\n  registerPluginApiRoute(\n    CRM_API_ROUTES.taskReminders,\n    {\n      web: async (request) =>\n        (await import('./server/task-reminders-route')).crmTaskRemindersRoute(request),\n    },\n    { machine: true },\n  )\n  registerPluginApiRoute(\n    CRM_API_ROUTES.inbound,\n    {\n      web: async (request) => (await import('./server/inbound-route')).crmInboundRoute(request),\n    },\n    { machine: true },\n  )\n  registerPluginApiRoute(\n    CRM_EMAIL_TEMPLATE_DUPLICATE_ROUTE,\n    crmEmailTemplateDuplicateHandler,\n  )\n  // The facts of a contact, company, deal or lead, and an import's field\n  // catalog, for another plugin in this process (AGL-2917): read on the core's\n  // record-facts seam 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package/src/lib/transfer/contacts.js

@@ -43,14 +43,14 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * turned on by a file and never off; the full name follows the first and
  * last names once either is set. The plan holds each one back by row and
  * names it, so the person acknowledges it before anything is written.
- *=========================================*/ import { composeContactName, contactDisplayName, contactFacetPath, CRM_COLLECTIONS, interactionsForGroup, isContactLifecycleStage, normalizeContactBirthdate, normalizePhone, planContactDetach, readContactFacet, readMarketingBasis } from "@aglyn/aglyn/server";
+ *=========================================*/ import { composeContactName, crmDefaultScopeOf, ORG_CONTACT_HOLDER_ID, contactDisplayName, contactFacetPath, CRM_COLLECTIONS, interactionsForGroup, isContactLifecycleStage, normalizeContactBirthdate, normalizePhone, planContactDetach, readContactFacet, readMarketingBasis } from "@aglyn/aglyn/server";
 import { CONTACT_LIFECYCLE_STAGE_LABELS } from "@aglyn/aglyn/app-utils/crm";
 import { CONTACT_EXTRA_PHONE_FIELDS as PHONE_FIELDS } from "@aglyn/aglyn/app-utils/contacts";
 import { buildTransferPlan, planTransferUndo, rankTransferLookupSuggestions, TRANSFER_ID_FIELD, transferLookupNewName } from "@aglyn/aglyn/data-transfer";
 import { prepareContactCaptureBatch, removeContactKeepingRefusals, restampCrmListFieldsOf } from "@aglyn/tenant-data-admin";
 import { emitHostEvent } from "@aglyn/tenant-runtime";
 import { FieldValue } from "firebase-admin/firestore";
-import { contactPrimaryGroup } from "../model/contact-holder.js";
+import { contactPrimaryGroup, ORG_HOLDER_GROUP } from "../model/contact-holder.js";
 import { captureHostContact } from "../server/capture-host-contact.js";
 import { CONTACT_NOTES_MAX } from "../server/contact-profile.js";
 import { cachedContactReader, clearReportsToOf, CONTACT_REPORTS_TO_LOOP_REFUSAL, CONTACT_REPORTS_TO_SELF_REFUSAL, contactFacetHolders, contactReportsToLoops } from "../server/contact-reports-to.js";
@@ -59,6 +59,7 @@ import { sweepDealContactRoles } from "../server/deal-contact-roles.js";
 import { CONTACT_ALIASES } from "./aliases.js";
 import { addCrmPicklistValues, addressFromValues, addressValues, countCrmExport, crmCustomDefinitions, crmMemberEmails, crmMembersTarget, crmPicklistLists, crmRecordsRoom, crmTransferEnv, customTransferValues, customWriteValues, eachWithinBudget, failureMessage, holdBackChanges, IN_LIMIT, isoOf, lookupByField, lookupById, lookupResult, pickValues, plannedValues, readCrmExportPage, requireCrmSuite, requireSite, textOf, TransferEngineError, visibleIn } from "./common.js";
 import { companyForName } from "./companies.js";
+import { addContactByHand } from "../server/add-contact-by-hand.js";
 import { CONTACT_TRANSFER_DERIVED, CONTACT_TRANSFER_FIELDS, CONTACT_TRANSFER_GROUPS, CRM_MEMBERS_TARGET, CRM_TIMESTAMP_FIELDS, crmCustomTransferFields, crmLifecycleStageOf, crmLifecycleStageRank } from "./fields.js";
 /** The sentence an imported person's timeline opens with. */ export const CONTACT_TRANSFER_INTERACTION_SUMMARY = 'Imported from a file';
 const SUITE_ACT = 'Importing contacts';
@@ -230,7 +231,8 @@ const contactsOf = (env)=>env.orgRef.collection('contacts');
     if (!snapshot.exists || !contact || !visibleIn(run.env, contact['visibleTo'])) {
         throw new TransferEngineError('notFound', 404, 'That contact no longer exists.');
     }
-    const groupId = run.group.groupId;
+    // With no site the row is written to the holder the person already has.
+    const groupId = (run.hostId ? run.group : contactPrimaryGroup(contact, run.env.org)).groupId || ORG_CONTACT_HOLDER_ID;
     const stored = readContactFacet(contact, groupId);
     const { fields, skipped } = profileFields(values, stored);
     let linkedCompanyName = '';
@@ -276,7 +278,7 @@ const contactsOf = (env)=>env.orgRef.collection('contacts');
             counts: patch.counts
         }
     ]);
-    if (movedFrom !== null) {
+    if (movedFrom !== null && run.hostId) {
         await emitHostEvent(run.hostId, 'contactStageChanged', {
             contactId,
             email: textOf(contact['email']),
@@ -294,8 +296,21 @@ const contactsOf = (env)=>env.orgRef.collection('contacts');
         skipped
     };
 }
+/**
+ * The site a contact import is filed under. None, when the org's records belong
+ * to every site (AGL-4122): the file then has no Source site, and the people in
+ * it are the organization's. An org that keeps its sites apart must name one.
+ */ function contactImportSite(env) {
+    if (!env.hostId && crmDefaultScopeOf(env.org) === 'org') {
+        return {
+            hostId: null,
+            group: ORG_HOLDER_GROUP
+        };
+    }
+    return requireSite(env, 'contacts');
+}
 /** Creates one person through the capture door, then what the door does not take. */ async function createContact(run, values, batch) {
-    var _fields_tags;
+    var _fields_tags, _fields_tags1;
     const email = textOf(values['email']);
     const { fields, skipped } = profileFields(values, {
         sources: {},
@@ -305,7 +320,52 @@ const contactsOf = (env)=>env.orgRef.collection('contacts');
     const custom = customWriteValues(values, run.definitions, 'contact');
     if ('error' in custom) throw new TransferEngineError('invalid', 422, custom.error);
     const stage = crmLifecycleStageOf(values['lifecycleStage']);
-    const verdict = await captureHostContact(_extends({
+    const facet = _extends({}, fields.phone ? {
+        phone: fields.phone
+    } : {}, fields.jobTitle ? {
+        jobTitle: fields.jobTitle
+    } : {}, fields.salutation ? {
+        salutation: fields.salutation
+    } : {}, fields.firstName ? {
+        firstName: fields.firstName
+    } : {}, fields.lastName ? {
+        lastName: fields.lastName
+    } : {}, fields.department ? {
+        department: fields.department
+    } : {}, Object.fromEntries(PHONE_FIELDS.filter((key)=>fields[key]).map((key)=>[
+            key,
+            fields[key]
+        ])), fields.birthdate ? {
+        birthdate: fields.birthdate
+    } : {}, fields.assistantName ? {
+        assistantName: fields.assistantName
+    } : {}, fields.leadSource ? {
+        leadSource: fields.leadSource
+    } : {}, fields.doNotCall ? {
+        doNotCall: true
+    } : {}, fields.address ? {
+        address: fields.address
+    } : {}, fields.otherAddress ? {
+        otherAddress: fields.otherAddress
+    } : {}, (link == null ? void 0 : link.id) ? {
+        companyId: link.id,
+        companyName: link.name
+    } : {}, fields.ownerUid ? {
+        ownerUid: fields.ownerUid
+    } : {}, Object.keys(custom.values).length ? {
+        custom: custom.values
+    } : {});
+    const staged = stage ? {
+        lifecycleStage: stage
+    } : {};
+    /*
+   * A SITE AND AN ADDRESS ARE A CAPTURE. Anything less is a person no capture
+   * door could take, so a file can hold people with no email and be imported
+   * with no site (AGL-4122). A row still has to say who it is about.
+   */ if (!email && !fields.name && !facet.phone && !facet.firstName && !facet.lastName && !fields['mobilePhone']) {
+        throw new TransferEngineError('invalid', 422, 'A row needs a name, an email or a phone number.');
+    }
+    const verdict = run.hostId && email ? await captureHostContact(_extends({
         hostId: run.hostId,
         email
     }, fields.name ? {
@@ -323,48 +383,23 @@ const contactsOf = (env)=>env.orgRef.collection('contacts');
             summary: CONTACT_TRANSFER_INTERACTION_SUMMARY
         },
         tags: (_fields_tags = fields.tags) != null ? _fields_tags : [],
-        facet: _extends({}, fields.phone ? {
-            phone: fields.phone
-        } : {}, fields.jobTitle ? {
-            jobTitle: fields.jobTitle
-        } : {}, fields.salutation ? {
-            salutation: fields.salutation
-        } : {}, fields.firstName ? {
-            firstName: fields.firstName
-        } : {}, fields.lastName ? {
-            lastName: fields.lastName
-        } : {}, fields.department ? {
-            department: fields.department
-        } : {}, Object.fromEntries(PHONE_FIELDS.filter((key)=>fields[key]).map((key)=>[
-                key,
-                fields[key]
-            ])), fields.birthdate ? {
-            birthdate: fields.birthdate
-        } : {}, fields.assistantName ? {
-            assistantName: fields.assistantName
-        } : {}, fields.leadSource ? {
-            leadSource: fields.leadSource
-        } : {}, fields.doNotCall ? {
-            doNotCall: true
-        } : {}, fields.address ? {
-            address: fields.address
-        } : {}, fields.otherAddress ? {
-            otherAddress: fields.otherAddress
-        } : {}, (link == null ? void 0 : link.id) ? {
-            companyId: link.id,
-            companyName: link.name
-        } : {}, fields.ownerUid ? {
-            ownerUid: fields.ownerUid
-        } : {}, stage ? {
-            lifecycleStage: stage
-        } : {}, Object.keys(custom.values).length ? {
-            custom: custom.values
-        } : {}),
+        // The file's own stage, or none: `lifecycleStage` from the column.
+        facet: _extends({}, facet, staged),
         // An import files nobody under a campaign; the record's picker does.
         campaignIds: []
     }, batch ? {
         batch
-    } : {}));
+    } : {})) : await addContactByHand(_extends({
+        orgId: run.env.orgId,
+        org: run.env.org,
+        sourceHostId: run.hostId,
+        email: email || null
+    }, fields.name ? {
+        name: fields.name
+    } : {}, {
+        facet: _extends({}, facet, staged),
+        tags: (_fields_tags1 = fields.tags) != null ? _fields_tags1 : []
+    }));
     if ('refused' in verdict) {
         var _CAPTURE_REFUSALS_verdict_refused;
         throw new TransferEngineError('invalid', 422, (_CAPTURE_REFUSALS_verdict_refused = CAPTURE_REFUSALS[verdict.refused]) != null ? _CAPTURE_REFUSALS_verdict_refused : CAPTURE_REFUSALS['error']);
@@ -520,7 +555,7 @@ const contactsOf = (env)=>env.orgRef.collection('contacts');
         async plan (ctx, input) {
             const env = await crmTransferEnv(ctx);
             requireCrmSuite(env, SUITE_ACT);
-            requireSite(env, 'contacts');
+            contactImportSite(env);
             const plan = buildTransferPlan(input);
             return holdBackChanges(plan, (row, change)=>{
                 const before = row.recordId ? input.existing.get(row.recordId) : undefined;
@@ -547,7 +582,7 @@ const contactsOf = (env)=>env.orgRef.collection('contacts');
         async apply (ctx, chunk, writer) {
             const env = await crmTransferEnv(ctx);
             requireCrmSuite(env, SUITE_ACT);
-            const { hostId, group } = requireSite(env, 'contacts');
+            const { hostId, group } = contactImportSite(env);
             const run = {
                 env,
                 hostId,
@@ -567,7 +602,7 @@ const contactsOf = (env)=>env.orgRef.collection('contacts');
                 }
             }
             // The capture door's lookups for every new person at once (AGL-3423).
-            const batch = creating.length ? await prepareContactCaptureBatch(hostId, creating) : undefined;
+            const batch = hostId && creating.length ? await prepareContactCaptureBatch(hostId, creating) : undefined;
             const results = [];
             const undo = [];
             await eachWithinBudget(rows, ()=>writer.timeLeftMs(), async (row)=>{
@@ -651,7 +686,7 @@ const contactsOf = (env)=>env.orgRef.collection('contacts');
         },
         async revert (ctx, snapshot, decisions) {
             const env = await crmTransferEnv(ctx);
-            const { hostId, group } = requireSite(env, 'contacts');
+            const { hostId, group } = contactImportSite(env);
             const run = {
                 env,
                 hostId,