@aglyn/plugins-crm 1.0.0 → 1.2.0

package/src/lib/transfer/contacts.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/transfer/contacts.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 * CONTACTS ON THE TRANSFER FRAMEWORK (AGL-3527) — the server half of\n * `crm.contacts`.\n *\n * A contact is one person shared by every site of the workspace, and each\n * site's consent group keeps its own profile of them — its facet. So a\n * transfer reads and writes the facet of the site it was opened under: an\n * export at the organization level reads each person's primary holder, as\n * the org-level list does; an import always names a site, because a\n * contact is a person some site met.\n *\n * ## The writes are the CRM's own\n *\n * A new person goes through `captureHostContact`, the door every capture\n * goes through — the records band, the erasure check, the consent group's\n * facet, `contactCreated` for the automations, the company by the email's\n * domain and the owner by the assignment rules when the row names neither.\n * A matched person is changed through the contact profile route's own\n * patch (`contactPatch`): the composed name, the company link and its\n * contact counts, the list's filter keys. A stage that moves raises\n * `contactStageChanged`, as the stage route does.\n *\n * ## What a file may not do\n *\n * The locked rules: an existing contact's email is who they are; consent is\n * never taken from a file; a stage moves forward only; Do not call is\n * turned on by a file and never off; the full name follows the first and\n * last names once either is set. The plan holds each one back by row and\n * names it, so the person acknowledges it before anything is written.\n *=========================================*/\n\nimport {\n  composeContactName,\n  type ConsentGroup,\n  contactDisplayName,\n  contactFacetPath,\n  type ContactFieldDefinition,\n  CRM_COLLECTIONS,\n  interactionsForGroup,\n  isContactLifecycleStage,\n  normalizeContactBirthdate,\n  normalizePhone,\n  planContactDetach,\n  readContactFacet,\n  readMarketingBasis,\n} from '@aglyn/aglyn/server'\nimport { CONTACT_LIFECYCLE_STAGE_LABELS } from '@aglyn/aglyn/app-utils/crm'\nimport { CONTACT_EXTRA_PHONE_FIELDS as PHONE_FIELDS } from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  buildTransferPlan,\n  planTransferUndo,\n  rankTransferLookupSuggestions,\n  TRANSFER_ID_FIELD,\n  transferLookupNewName,\n  type PlannedTransferRow,\n  type TransferRowResult,\n  type TransferUndoEntry,\n  type TransferUndoStep,\n} from '@aglyn/aglyn/data-transfer'\nimport type { TransferRecordsHooks } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources'\nimport {\n  prepareContactCaptureBatch,\n  removeContactKeepingRefusals,\n  restampCrmListFieldsOf,\n} from '@aglyn/tenant-data-admin'\nimport { emitHostEvent } from '@aglyn/tenant-runtime'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { contactPrimaryGroup } from '../model/contact-holder'\nimport type { ContactUpdateFields } from '../model/contact-update'\nimport { captureHostContact } from '../server/capture-host-contact'\nimport { CONTACT_NOTES_MAX } from '../server/contact-profile'\nimport {\n  cachedContactReader,\n  clearReportsToOf,\n  CONTACT_REPORTS_TO_LOOP_REFUSAL,\n  CONTACT_REPORTS_TO_SELF_REFUSAL,\n  contactFacetHolders,\n  contactReportsToLoops,\n} from '../server/contact-reports-to'\nimport { contactPatch, settleCompanyCounts } from '../server/contact-update'\nimport { sweepDealContactRoles } from '../server/deal-contact-roles'\nimport { CONTACT_ALIASES } from './aliases'\nimport {\n  addCrmPicklistValues,\n  addressFromValues,\n  addressValues,\n  countCrmExport,\n  crmCustomDefinitions,\n  crmMemberEmails,\n  crmMembersTarget,\n  crmPicklistLists,\n  crmRecordsRoom,\n  crmTransferEnv,\n  type CrmTransferEnv,\n  customTransferValues,\n  customWriteValues,\n  eachWithinBudget,\n  failureMessage,\n  holdBackChanges,\n  IN_LIMIT,\n  isoOf,\n  lookupByField,\n  lookupById,\n  lookupResult,\n  pickValues,\n  plannedValues,\n  readCrmExportPage,\n  requireCrmSuite,\n  requireSite,\n  textOf,\n  TransferEngineError,\n  visibleIn,\n} from './common'\nimport { companyForName } from './companies'\nimport {\n  CONTACT_TRANSFER_DERIVED,\n  CONTACT_TRANSFER_FIELDS,\n  CONTACT_TRANSFER_GROUPS,\n  CRM_MEMBERS_TARGET,\n  CRM_TIMESTAMP_FIELDS,\n  crmCustomTransferFields,\n  crmLifecycleStageOf,\n  crmLifecycleStageRank,\n} from './fields'\n\n/** The sentence an imported person's timeline opens with. */\nexport const CONTACT_TRANSFER_INTERACTION_SUMMARY = 'Imported from a file'\n\nconst SUITE_ACT = 'Importing contacts'\n\nconst contactsOf = (env: CrmTransferEnv) => env.orgRef.collection('contacts')\n\n/** The holder a contact is read through: the site's group, else the person's primary holder. */\nfunction holderOf(env: CrmTransferEnv, contact: Record<string, unknown>): ConsentGroup {\n  return env.group ?? contactPrimaryGroup(contact, env.org)\n}\n\n/** Why a capture refused a person, in the result's words. */\nconst CAPTURE_REFUSALS: Readonly<Record<string, string>> = {\n  band: 'The contact limit is reached.',\n  'invalid-email': 'Not a valid email address.',\n  erased: 'Erased from this workspace at their request.',\n  error: 'The contact could not be saved.',\n}\n\n/**\n * One contact as values by field id, read through one holder's facet. A\n * lookup and an undo read links by id (`ids`), so the plan compares what is\n * stored; an export writes names a file can carry back (`names`).\n */\nexport function contactTransferValues(\n  id: string,\n  contact: Record<string, unknown>,\n  group: ConsentGroup,\n  definitions: readonly ContactFieldDefinition[],\n  names?: { owner: (uid: string) => string | undefined; manager: (id: string) => string | undefined },\n): Record<string, unknown> {\n  const facet = readContactFacet(contact, group.groupId)\n  const text = (value: unknown) => textOf(value) || null\n  const stage = isContactLifecycleStage(facet.lifecycleStage) ? CONTACT_LIFECYCLE_STAGE_LABELS[facet.lifecycleStage] : null\n  const basis = group.groupId ? readMarketingBasis(contact, group).basis : 'unrecorded'\n  const ownerUid = text(facet.ownerUid)\n  const managerId = text(facet.reportsToContactId)\n  return {\n    // The name first: a record's label is the first text it holds.\n    name: text(contactDisplayName(contact, group.groupId)),\n    email: text(contact['email']),\n    salutation: text(facet.salutation),\n    firstName: text(facet.firstName),\n    lastName: text(facet.lastName),\n    birthdate: text(facet.birthdate),\n    phone: text(facet.phone),\n    mobilePhone: text(facet.mobilePhone),\n    homePhone: text(facet.homePhone),\n    otherPhone: text(facet.otherPhone),\n    fax: text(facet.fax),\n    doNotCall: facet.doNotCall === true,\n    assistantName: text(facet.assistantName),\n    assistantPhone: text(facet.assistantPhone),\n    jobTitle: text(facet.jobTitle),\n    department: text(facet.department),\n    company: names ? text(facet.companyName) : text(facet.companyId),\n    reportsTo: managerId ? (names ? (names.manager(managerId) ?? managerId) : managerId) : null,\n    ...addressValues('mailing', facet.address),\n    ...addressValues('other', facet.otherAddress),\n    owner: ownerUid ? (names ? (names.owner(ownerUid) ?? ownerUid) : ownerUid) : null,\n    lifecycleStage: stage,\n    leadSource: text(facet.leadSource),\n    tags: Array.isArray(facet.tags) ? facet.tags : [],\n    notes: text(facet.notes),\n    marketingConsent: basis === 'granted' ? true : basis === 'declined' ? false : null,\n    sources: Object.keys(facet.sources ?? {}),\n    lastInteractionAt: isoOf(interactionsForGroup(facet.interactions, group.hostIds)[0]?.atMs),\n    lastEngagedAt: isoOf(facet.lastEmailEngagementAtMs),\n    createdAt: isoOf(contact['createdAt']),\n    updatedAt: isoOf(contact['updatedAt']),\n    ...customTransferValues(definitions, facet.custom),\n    [TRANSFER_ID_FIELD]: id,\n  }\n}\n\n/** The contacts these ids name, as values through the site's facet. */\nasync function readContacts(\n  env: CrmTransferEnv,\n  ids: readonly string[],\n  definitions: readonly ContactFieldDefinition[],\n): Promise<Map<string, Record<string, unknown>>> {\n  const out = new Map<string, Record<string, unknown>>()\n  for (let at = 0; at < ids.length; at += 500) {\n    const page = ids.slice(at, at + 500).filter((id) => id && !id.includes('/'))\n    if (!page.length) continue\n    for (const snapshot of await env.firestore.getAll(...page.map((id) => contactsOf(env).doc(id)))) {\n      const data = snapshot.data()\n      if (snapshot.exists && data && visibleIn(env, data['visibleTo'])) {\n        out.set(snapshot.id, contactTransferValues(snapshot.id, data, holderOf(env, data), definitions))\n      }\n    }\n  }\n  return out\n}\n\n/** A company link a row names: the company and its name, or `null` to unlink. */\ninterface CompanyLink {\n  id: string | null\n  name: string\n}\n\n/** Everything one apply call shares across its rows. */\ninterface ApplyRun {\n  env: CrmTransferEnv\n  hostId: string\n  group: ConsentGroup\n  actorUid: string | null\n  definitions: ContactFieldDefinition[]\n  companies: Map<string, Promise<{ id: string; name: string } | null>>\n  admit: () => Promise<boolean>\n  readContact: ReturnType<typeof cachedContactReader>\n}\n\n/** The company a row's company column names, resolved: an id the engine found, or one created by name. */\nasync function companyLinkFor(run: ApplyRun, value: unknown): Promise<CompanyLink> {\n  if (value === null || value === undefined || value === '') return { id: null, name: '' }\n  const create = transferLookupNewName(value)\n  if (create) {\n    const company = await companyForName(run.env, create, run.actorUid, run.companies, run.admit)\n    if (!company) throw new TransferEngineError('invalid', 422, 'The CRM records limit has no room for the company.')\n    return company\n  }\n  const snapshot = await run.env.orgRef.collection(CRM_COLLECTIONS.companies).doc(String(value)).get()\n  if (!snapshot.exists || !visibleIn(run.env, snapshot.get('visibleTo'))) {\n    throw new TransferEngineError('notFound', 404, 'The company this row names no longer exists.')\n  }\n  return { id: snapshot.id, name: textOf(snapshot.get('name')).slice(0, 120) }\n}\n\n/**\n * A row's values as the profile route's fields: each one normalized the way\n * that route reads it, a blank clearing it. Fields a value could not be\n * stored as are left out and named in `skipped`.\n */\nfunction profileFields(\n  values: Readonly<Record<string, unknown>>,\n  stored: ReturnType<typeof readContactFacet>,\n): { fields: ContactUpdateFields; skipped: string[] } {\n  const fields: ContactUpdateFields = {}\n  const skipped: string[] = []\n  const text = (key: string, max = 120) => textOf(values[key]).slice(0, max)\n  for (const key of ['jobTitle', 'department', 'assistantName', 'salutation', 'leadSource'] as const) {\n    if (key in values) fields[key] = text(key)\n  }\n  if ('firstName' in values) fields.firstName = composeContactName(text('firstName'), '')\n  if ('lastName' in values) fields.lastName = composeContactName('', text('lastName'))\n  for (const key of ['phone', ...PHONE_FIELDS] as const) {\n    if (!(key in values)) continue\n    const typed = text(key, 40)\n    const phone = typed ? normalizePhone(typed) : ''\n    if (phone === null) skipped.push(key)\n    else fields[key] = phone\n  }\n  if ('birthdate' in values) {\n    const birthdate = normalizeContactBirthdate(text('birthdate', 20))\n    if (birthdate === null) skipped.push('birthdate')\n    else fields.birthdate = birthdate\n  }\n  if ('doNotCall' in values) fields.doNotCall = values['doNotCall'] === true\n  if ('notes' in values) fields.notes = textOf(values['notes']).slice(0, CONTACT_NOTES_MAX)\n  if ('tags' in values) fields.tags = Array.isArray(values['tags']) ? (values['tags'] as string[]).slice(0, 20) : []\n  if ('owner' in values) fields.ownerUid = text('owner', 128)\n  if ('reportsTo' in values) fields.reportsToContactId = text('reportsTo', 200) || null\n  const mailing = addressFromValues('mailing', values, stored.address)\n  if (mailing !== undefined) fields.address = mailing\n  const other = addressFromValues('other', values, stored.otherAddress)\n  if (other !== undefined) fields.otherAddress = other\n  // The name follows the first and last names once either is set; only a\n  // holder with neither keeps a name of its own.\n  const composed = composeContactName(fields.firstName ?? stored.firstName, fields.lastName ?? stored.lastName)\n  if ('name' in values && !composed) fields.name = text('name')\n  return { fields, skipped }\n}\n\n/** The sentence a row's result carries for fields it could not store. */\nfunction skippedMessage(skipped: readonly string[]): string | undefined {\n  if (!skipped.length) return undefined\n  const labels = skipped.map((id) => CONTACT_TRANSFER_FIELDS.find((field) => field.id === id)?.label ?? id)\n  return `Not written, as the value could not be read: ${labels.join(', ')}.`\n}\n\n/**\n * Writes one existing contact's values through the profile route's patch,\n * and the stage beside it. Answers the stage it replaced when it moved one,\n * and the fields left out.\n */\nasync function writeContact(\n  run: ApplyRun,\n  contactId: string,\n  values: Readonly<Record<string, unknown>>,\n): Promise<{ skipped: string[] }> {\n  const ref = contactsOf(run.env).doc(contactId)\n  const snapshot = await ref.get()\n  const contact = snapshot.data()\n  if (!snapshot.exists || !contact || !visibleIn(run.env, contact['visibleTo'])) {\n    throw new TransferEngineError('notFound', 404, 'That contact no longer exists.')\n  }\n  const groupId = run.group.groupId\n  const stored = readContactFacet(contact, groupId)\n  const { fields, skipped } = profileFields(values, stored)\n  let linkedCompanyName = ''\n  if ('company' in values) {\n    const link = await companyLinkFor(run, values['company'])\n    fields.companyId = link.id\n    linkedCompanyName = link.name\n  }\n  if (fields.reportsToContactId) {\n    const managerId = fields.reportsToContactId\n    if (managerId === contactId) throw new TransferEngineError('invalid', 422, CONTACT_REPORTS_TO_SELF_REFUSAL)\n    if (await contactReportsToLoops(run.readContact, contactId, managerId, groupId)) {\n      throw new TransferEngineError('invalid', 422, CONTACT_REPORTS_TO_LOOP_REFUSAL)\n    }\n  }\n  const custom = customWriteValues(values, run.definitions, 'contact')\n  if ('error' in custom) throw new TransferEngineError('invalid', 422, custom.error)\n  const patch = contactPatch(contact, groupId, fields, custom.values, linkedCompanyName)\n  if ('refused' in patch) throw new TransferEngineError('invalid', 422, patch.refused)\n  const update: Record<string, unknown> = { ...(patch.update ?? {}) }\n\n  let movedFrom: string | null = null\n  if ('lifecycleStage' in values) {\n    const stage = crmLifecycleStageOf(values['lifecycleStage'])\n    const previous = isContactLifecycleStage(stored.lifecycleStage) ? stored.lifecycleStage : ''\n    if ((stage ?? '') !== previous) {\n      update[contactFacetPath(groupId, 'lifecycleStage')] = stage ?? FieldValue.delete()\n      if (stage) movedFrom = previous\n    }\n  }\n  if (!Object.keys(update).length) return { skipped }\n  update['updatedAt'] = FieldValue.serverTimestamp()\n  await ref.update(update)\n  await restampCrmListFieldsOf([ref], 'contacts')\n  await settleCompanyCounts(run.env.orgRef.collection(CRM_COLLECTIONS.companies), [\n    { contactId, ref, update, counts: patch.counts },\n  ])\n  if (movedFrom !== null) {\n    await emitHostEvent(\n      run.hostId,\n      'contactStageChanged',\n      {\n        contactId,\n        email: textOf(contact['email']),\n        lifecycleStage: String(crmLifecycleStageOf(values['lifecycleStage'])),\n        previousStage: movedFrom,\n      },\n      run.actorUid ? { actor: { kind: 'member', uid: run.actorUid, email: null } } : {},\n    ).catch((error: unknown) => console.error('[crm] transfer stage event failed', contactId, error))\n  }\n  return { skipped }\n}\n\n/** Creates one person through the capture door, then what the door does not take. */\nasync function createContact(\n  run: ApplyRun,\n  values: Readonly<Record<string, unknown>>,\n  batch: Awaited<ReturnType<typeof prepareContactCaptureBatch>> | undefined,\n): Promise<{ contactId: string; created: boolean; skipped: string[] }> {\n  const email = textOf(values['email'])\n  const { fields, skipped } = profileFields(values, { sources: {}, interactions: [] })\n  const link = 'company' in values ? await companyLinkFor(run, values['company']) : null\n  const custom = customWriteValues(values, run.definitions, 'contact')\n  if ('error' in custom) throw new TransferEngineError('invalid', 422, custom.error)\n  const stage = crmLifecycleStageOf(values['lifecycleStage'])\n  const verdict = await captureHostContact({\n    hostId: run.hostId,\n    email,\n    ...(fields.name ? { name: fields.name } : {}),\n    source: 'import',\n    ...(run.actorUid ? { actor: { kind: 'member' as const, uid: run.actorUid, email: null } } : {}),\n    interaction: { summary: CONTACT_TRANSFER_INTERACTION_SUMMARY },\n    tags: fields.tags ?? [],\n    facet: {\n      ...(fields.phone ? { phone: fields.phone } : {}),\n      ...(fields.jobTitle ? { jobTitle: fields.jobTitle } : {}),\n      ...(fields.salutation ? { salutation: fields.salutation } : {}),\n      ...(fields.firstName ? { firstName: fields.firstName } : {}),\n      ...(fields.lastName ? { lastName: fields.lastName } : {}),\n      ...(fields.department ? { department: fields.department } : {}),\n      ...Object.fromEntries(PHONE_FIELDS.filter((key) => fields[key]).map((key) => [key, fields[key]])),\n      ...(fields.birthdate ? { birthdate: fields.birthdate } : {}),\n      ...(fields.assistantName ? { assistantName: fields.assistantName } : {}),\n      ...(fields.leadSource ? { leadSource: fields.leadSource } : {}),\n      ...(fields.doNotCall ? { doNotCall: true } : {}),\n      ...(fields.address ? { address: fields.address } : {}),\n      ...(fields.otherAddress ? { otherAddress: fields.otherAddress } : {}),\n      // The link AND the name: the merge fields read the facet's name.\n      ...(link?.id ? { companyId: link.id, companyName: link.name } : {}),\n      ...(fields.ownerUid ? { ownerUid: fields.ownerUid } : {}),\n      ...(stage ? { lifecycleStage: stage } : {}),\n      ...(Object.keys(custom.values).length ? { custom: custom.values } : {}),\n    },\n    // An import files nobody under a campaign; the record's picker does.\n    campaignIds: [],\n    ...(batch ? { batch } : {}),\n  })\n  if ('refused' in verdict) {\n    throw new TransferEngineError('invalid', 422, CAPTURE_REFUSALS[verdict.refused] ?? CAPTURE_REFUSALS['error'] as string)\n  }\n  // What the capture door does not write: who they report to, and the notes.\n  const extra: Record<string, unknown> = {}\n  if (fields.reportsToContactId) extra['reportsTo'] = fields.reportsToContactId\n  if (fields.notes) extra['notes'] = fields.notes\n  if (Object.keys(extra).length) await writeContact(run, verdict.contactId, extra)\n  return { contactId: verdict.contactId, created: verdict.created, skipped }\n}\n\n/** The `crm.contacts` hooks. */\nexport function contactsTransferResource(): TransferRecordsHooks {\n  return {\n    async fields(ctx) {\n      const env = await crmTransferEnv(ctx)\n      return {\n        standard: CONTACT_TRANSFER_FIELDS,\n        derived: CONTACT_TRANSFER_DERIVED,\n        system: CRM_TIMESTAMP_FIELDS,\n        custom: crmCustomTransferFields(await crmCustomDefinitions(env, 'contact'), 'contact'),\n        groups: CONTACT_TRANSFER_GROUPS,\n      }\n    },\n    matchKeys: [\n      { fieldId: TRANSFER_ID_FIELD, normalizer: 'aglynId' },\n      { fieldId: 'email', normalizer: 'email' },\n    ],\n    aliases: CONTACT_ALIASES,\n    lookupTargets: { [CRM_MEMBERS_TARGET]: crmMembersTarget() },\n\n    // The people a workspace holds are its own on every plan (AGL-2839):\n    // exporting them asks nothing of the plan.\n    async count(ctx, options) {\n      const env = await crmTransferEnv(ctx)\n      return countCrmExport(env, contactsOf(env), options, (data) => visibleIn(env, data['visibleTo'], options.scopeTokens))\n    },\n\n    async readPage(ctx, cursor, fieldIds, options) {\n      const env = await crmTransferEnv(ctx)\n      const definitions = await crmCustomDefinitions(env, 'contact')\n      const emails = fieldIds.includes('owner') ? await crmMemberEmails(env.orgId) : new Map<string, string>()\n      return readCrmExportPage(\n        env,\n        contactsOf(env),\n        cursor,\n        options,\n        (data) => visibleIn(env, data['visibleTo'], options?.scopeTokens),\n        async (docs) => {\n          const managers = new Map<string, string>()\n          if (fieldIds.includes('reportsTo')) {\n            const ids = [\n              ...new Set(\n                docs\n                  .map((doc) => textOf(readContactFacet(doc.data, holderOf(env, doc.data).groupId).reportsToContactId))\n                  .filter((id) => id && !id.includes('/')),\n              ),\n            ]\n            for (let at = 0; at < ids.length; at += 500) {\n              const page = ids.slice(at, at + 500)\n              for (const snapshot of await env.firestore.getAll(...page.map((id) => contactsOf(env).doc(id)))) {\n                if (snapshot.exists) managers.set(snapshot.id, textOf(snapshot.get('email')))\n              }\n            }\n          }\n          return docs.map((doc) =>\n            pickValues(\n              contactTransferValues(doc.id, doc.data, holderOf(env, doc.data), definitions, {\n                owner: (uid) => emails.get(uid),\n                manager: (id) => managers.get(id),\n              }),\n              fieldIds,\n            ),\n          )\n        },\n      )\n    },\n\n    async lookup(ctx, requests) {\n      const env = await crmTransferEnv(ctx)\n      const definitions = await crmCustomDefinitions(env, 'contact')\n      const visible = (data: Record<string, unknown>) => visibleIn(env, data['visibleTo'])\n      const found = { lookup: new Map<string, string[]>(), docs: new Map<string, Record<string, unknown>>() }\n      for (const request of requests) {\n        if (request.fieldId === TRANSFER_ID_FIELD) await lookupById(env, contactsOf(env), request, visible, found)\n        else if (request.fieldId === 'email') {\n          await lookupByField(contactsOf(env), request, 'email', (value) => value.trim().toLowerCase(), visible, found)\n        }\n      }\n      return lookupResult(found, (id, data) => contactTransferValues(id, data, holderOf(env, data), definitions))\n    },\n\n    async suggest(ctx, request) {\n      const env = await crmTransferEnv(ctx)\n      const answer: Record<string, ReturnType<typeof rankTransferLookupSuggestions>> = {}\n      for (const value of request.values) {\n        // People sharing the value's first word: the token the list's own\n        // search reads, so a mistyped domain still finds the person.\n        const word = value.trim().toLowerCase().split(/[\\s@.+_-]+/)[0]?.slice(0, 12) ?? ''\n        if (word.length < 2) {\n          answer[value] = []\n          continue\n        }\n        const snapshot = await contactsOf(env).where('searchTokens', 'array-contains', word).limit(IN_LIMIT).get()\n        const candidates = snapshot.docs\n          .filter((doc) => visibleIn(env, doc.get('visibleTo')))\n          .flatMap((doc) => {\n            const email = textOf(doc.get('email'))\n            return email ? [{ recordId: doc.id, label: email }] : []\n          })\n        answer[value] = rankTransferLookupSuggestions(value, candidates)\n      }\n      return answer\n    },\n\n    async picklists(ctx, ids) {\n      const env = await crmTransferEnv(ctx)\n      return crmPicklistLists(env, ids, await crmCustomDefinitions(env, 'contact'))\n    },\n\n    async addPicklistValues(ctx, picklistId, values) {\n      await addCrmPicklistValues(await crmTransferEnv(ctx), picklistId, values)\n    },\n\n    lockedRules: () => [\n      {\n        fieldId: 'email',\n        reason: 'An existing contact’s email is who they are; change it on the contact’s page.',\n        forced: { mode: 'keepExisting' },\n      },\n      {\n        fieldId: 'marketingConsent',\n        reason:\n          'Consent is never taken from a file: a person gives it on a form, or a team member records how it was given on the contact’s page.',\n        refuseValues: true,\n      },\n      {\n        fieldId: 'lifecycleStage',\n        reason: 'A stage moves forward only: a later stage in the file advances the contact, an earlier one is held back.',\n        forced: { mode: 'overwrite' },\n      },\n      {\n        fieldId: 'doNotCall',\n        reason: 'A file can say a person asked not to be called, never that they took it back.',\n        forced: { mode: 'overwrite' },\n      },\n      {\n        fieldId: 'name',\n        reason: 'The full name is built from the first and last names once either is set.',\n      },\n    ],\n\n    async plan(ctx, input) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmSuite(env, SUITE_ACT)\n      requireSite(env, 'contacts')\n      const plan = buildTransferPlan(input)\n      return holdBackChanges(plan, (row, change) => {\n        const before = row.recordId ? input.existing.get(row.recordId) : undefined\n        if (change.fieldId === 'lifecycleStage' && before) {\n          const from = crmLifecycleStageRank(before['lifecycleStage'])\n          const to = crmLifecycleStageRank(change.after)\n          if (from >= 0 && (to < from || to < 0)) return 'A stage moves forward only.'\n        }\n        if (change.fieldId === 'doNotCall' && before?.['doNotCall'] === true && change.after !== true) {\n          return 'Do not call is turned off on the contact’s page, never by a file.'\n        }\n        if (change.fieldId === 'name') {\n          const values = Object.fromEntries(row.diff.map((entry) => [entry.fieldId, entry.after]))\n          const first = 'firstName' in values ? values['firstName'] : before?.['firstName']\n          const last = 'lastName' in values ? values['lastName'] : before?.['lastName']\n          if (textOf(first) || textOf(last)) return 'Built from the first and last names.'\n        }\n        return null\n      })\n    },\n\n    async apply(ctx, chunk, writer) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmSuite(env, SUITE_ACT)\n      const { hostId, group } = requireSite(env, 'contacts')\n      const run: ApplyRun = {\n        env,\n        hostId,\n        group,\n        actorUid: ctx.actorUid,\n        definitions: await crmCustomDefinitions(env, 'contact'),\n        companies: new Map(),\n        admit: crmRecordsRoom(env),\n        readContact: cachedContactReader(contactsOf(env)),\n      }\n      const rows = chunk.rows as PlannedTransferRow[]\n      const creating: string[] = []\n      for (const row of rows) {\n        if (row.verdict === 'create' && !(await writer.alreadyApplied(row.index))) {\n          const email = textOf(plannedValues(row)['email'])\n          if (email) creating.push(email)\n        }\n      }\n      // The capture door's lookups for every new person at once (AGL-3423).\n      const batch = creating.length ? await prepareContactCaptureBatch(hostId, creating) : undefined\n      const results: TransferRowResult[] = []\n      const undo: TransferUndoEntry[] = []\n\n      await eachWithinBudget(rows, () => writer.timeLeftMs(), async (row) => {\n        const earlier = await writer.alreadyApplied(row.index)\n        if (earlier) {\n          results.push(earlier)\n          return\n        }\n        const changed = row.diff.map((change) => change.fieldId)\n        let result: TransferRowResult\n        let entry: TransferUndoEntry | undefined\n        try {\n          const values = plannedValues(row)\n          if (row.verdict === 'update' && row.recordId) {\n            const before = (await readContacts(env, [row.recordId], run.definitions)).get(row.recordId)\n            if (!before) throw new TransferEngineError('notFound', 404, 'That contact no longer exists.')\n            const { skipped } = await writeContact(run, row.recordId, values)\n            const after = (await readContacts(env, [row.recordId], run.definitions)).get(row.recordId) ?? {}\n            const message = skippedMessage(skipped)\n            result = { row: row.index, outcome: 'updated', recordId: row.recordId, ...(message ? { message } : {}) }\n            entry = {\n              row: row.index,\n              recordId: row.recordId,\n              action: 'updated',\n              previous: pickValues(before, changed),\n              written: pickValues(after, changed),\n            }\n          } else {\n            const made = await createContact(run, values, batch)\n            const after = (await readContacts(env, [made.contactId], run.definitions)).get(made.contactId) ?? {}\n            const message = made.created\n              ? skippedMessage(made.skipped)\n              : 'Merged into the contact already holding this email.'\n            result = {\n              row: row.index,\n              outcome: made.created ? 'created' : 'updated',\n              recordId: made.contactId,\n              ...(message ? { message } : {}),\n            }\n            // A merge into a person somebody else created meanwhile has no\n            // \"before\" to put back, so undo leaves it alone.\n            entry = made.created\n              ? { row: row.index, recordId: made.contactId, action: 'created', written: pickValues(after, changed) }\n              : undefined\n          }\n        } catch (error) {\n          result = {\n            row: row.index,\n            outcome: 'failed',\n            ...(row.recordId ? { recordId: row.recordId } : {}),\n            message: failureMessage(error),\n          }\n          entry = undefined\n        }\n        await writer.markApplied(result, entry)\n        results.push(result)\n        if (entry) undo.push(entry)\n      })\n      return { results, undo }\n    },\n\n    async revert(ctx, snapshot, decisions) {\n      const env = await crmTransferEnv(ctx)\n      const { hostId, group } = requireSite(env, 'contacts')\n      const run: ApplyRun = {\n        env,\n        hostId,\n        group,\n        actorUid: ctx.actorUid,\n        definitions: await crmCustomDefinitions(env, 'contact'),\n        companies: new Map(),\n        admit: crmRecordsRoom(env),\n        readContact: cachedContactReader(contactsOf(env)),\n      }\n      const current = await readContacts(env, snapshot.entries.map((entry) => entry.recordId), run.definitions)\n      const done: TransferUndoStep[] = []\n      const conflicts: TransferUndoStep[] = []\n      for (const entry of snapshot.entries) {\n        const step = planTransferUndo(entry, current.get(entry.recordId) ?? null)\n        if (step.action === 'conflict' && decisions?.[entry.recordId] !== 'revert') {\n          if (decisions?.[entry.recordId] === 'keep') done.push({ action: 'nothing', recordId: entry.recordId, why: 'alreadyReverted' })\n          else conflicts.push(step)\n          continue\n        }\n        if (step.action === 'nothing') {\n          done.push(step)\n          continue\n        }\n        if (entry.action === 'created') {\n          // The site lets the person go, as \"Remove from this site\" does: a\n          // person only this import's site held is deleted, keeping every\n          // refusal they made; one another site holds too stays theirs.\n          const contactRef = contactsOf(env).doc(entry.recordId)\n          let holders: string[] = []\n          const removal = await removeContactKeepingRefusals({\n            contactRef,\n            decide: (contact) => {\n              holders = contactFacetHolders(contact)\n              return planContactDetach(contact, group)\n            },\n            nowMs: Date.now(),\n          })\n          if (removal.outcome === 'deleted') {\n            await clearReportsToOf(env.firestore, contactsOf(env), holders, entry.recordId)\n            await sweepDealContactRoles(\n              env.firestore,\n              env.orgRef.collection(CRM_COLLECTIONS.deals),\n              entry.recordId,\n              null,\n              '[crm] transfer undo',\n            )\n          } else if (removal.outcome === 'detached') {\n            await clearReportsToOf(env.firestore, contactsOf(env), [group.groupId], entry.recordId)\n            await restampCrmListFieldsOf([contactRef], 'contacts').catch(() => undefined)\n          }\n          done.push({ action: 'delete', recordId: entry.recordId })\n          continue\n        }\n        const values = step.action === 'restore' || step.action === 'conflict' ? step.values : {}\n        await writeContact(run, entry.recordId, values)\n        done.push(step)\n      }\n      return { done, conflicts }\n    },\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/transfer/contacts.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 * CONTACTS ON THE TRANSFER FRAMEWORK (AGL-3527) — the server half of\n * `crm.contacts`.\n *\n * A contact is one person shared by every site of the workspace, and each\n * site's consent group keeps its own profile of them — its facet. So a\n * transfer reads and writes the facet of the site it was opened under: an\n * export at the organization level reads each person's primary holder, as\n * the org-level list does; an import always names a site, because a\n * contact is a person some site met.\n *\n * ## The writes are the CRM's own\n *\n * A new person goes through `captureHostContact`, the door every capture\n * goes through — the records band, the erasure check, the consent group's\n * facet, `contactCreated` for the automations, the company by the email's\n * domain and the owner by the assignment rules when the row names neither.\n * A matched person is changed through the contact profile route's own\n * patch (`contactPatch`): the composed name, the company link and its\n * contact counts, the list's filter keys. A stage that moves raises\n * `contactStageChanged`, as the stage route does.\n *\n * ## What a file may not do\n *\n * The locked rules: an existing contact's email is who they are; consent is\n * never taken from a file; a stage moves forward only; Do not call is\n * turned on by a file and never off; the full name follows the first and\n * last names once either is set. The plan holds each one back by row and\n * names it, so the person acknowledges it before anything is written.\n *=========================================*/\n\nimport {\n  composeContactName,\n  type ConsentGroup,\n  crmDefaultScopeOf,\n  ORG_CONTACT_HOLDER_ID,\n  contactDisplayName,\n  contactFacetPath,\n  type ContactFieldDefinition,\n  CRM_COLLECTIONS,\n  interactionsForGroup,\n  isContactLifecycleStage,\n  normalizeContactBirthdate,\n  normalizePhone,\n  planContactDetach,\n  readContactFacet,\n  readMarketingBasis,\n} from '@aglyn/aglyn/server'\nimport { CONTACT_LIFECYCLE_STAGE_LABELS } from '@aglyn/aglyn/app-utils/crm'\nimport { CONTACT_EXTRA_PHONE_FIELDS as PHONE_FIELDS } from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  buildTransferPlan,\n  planTransferUndo,\n  rankTransferLookupSuggestions,\n  TRANSFER_ID_FIELD,\n  transferLookupNewName,\n  type PlannedTransferRow,\n  type TransferRowResult,\n  type TransferUndoEntry,\n  type TransferUndoStep,\n} from '@aglyn/aglyn/data-transfer'\nimport type { TransferRecordsHooks } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources'\nimport {\n  prepareContactCaptureBatch,\n  removeContactKeepingRefusals,\n  restampCrmListFieldsOf,\n} from '@aglyn/tenant-data-admin'\nimport { emitHostEvent } from '@aglyn/tenant-runtime'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { contactPrimaryGroup, ORG_HOLDER_GROUP } from '../model/contact-holder'\nimport type { ContactUpdateFields } from '../model/contact-update'\nimport { captureHostContact } from '../server/capture-host-contact'\nimport { CONTACT_NOTES_MAX } from '../server/contact-profile'\nimport {\n  cachedContactReader,\n  clearReportsToOf,\n  CONTACT_REPORTS_TO_LOOP_REFUSAL,\n  CONTACT_REPORTS_TO_SELF_REFUSAL,\n  contactFacetHolders,\n  contactReportsToLoops,\n} from '../server/contact-reports-to'\nimport { contactPatch, settleCompanyCounts } from '../server/contact-update'\nimport { sweepDealContactRoles } from '../server/deal-contact-roles'\nimport { CONTACT_ALIASES } from './aliases'\nimport {\n  addCrmPicklistValues,\n  addressFromValues,\n  addressValues,\n  countCrmExport,\n  crmCustomDefinitions,\n  crmMemberEmails,\n  crmMembersTarget,\n  crmPicklistLists,\n  crmRecordsRoom,\n  crmTransferEnv,\n  type CrmTransferEnv,\n  customTransferValues,\n  customWriteValues,\n  eachWithinBudget,\n  failureMessage,\n  holdBackChanges,\n  IN_LIMIT,\n  isoOf,\n  lookupByField,\n  lookupById,\n  lookupResult,\n  pickValues,\n  plannedValues,\n  readCrmExportPage,\n  requireCrmSuite,\n  requireSite,\n  textOf,\n  TransferEngineError,\n  visibleIn,\n} from './common'\nimport { companyForName } from './companies'\nimport { addContactByHand } from '../server/add-contact-by-hand'\nimport {\n  CONTACT_TRANSFER_DERIVED,\n  CONTACT_TRANSFER_FIELDS,\n  CONTACT_TRANSFER_GROUPS,\n  CRM_MEMBERS_TARGET,\n  CRM_TIMESTAMP_FIELDS,\n  crmCustomTransferFields,\n  crmLifecycleStageOf,\n  crmLifecycleStageRank,\n} from './fields'\n\n/** The sentence an imported person's timeline opens with. */\nexport const CONTACT_TRANSFER_INTERACTION_SUMMARY = 'Imported from a file'\n\nconst SUITE_ACT = 'Importing contacts'\n\nconst contactsOf = (env: CrmTransferEnv) => env.orgRef.collection('contacts')\n\n/** The holder a contact is read through: the site's group, else the person's primary holder. */\nfunction holderOf(env: CrmTransferEnv, contact: Record<string, unknown>): ConsentGroup {\n  return env.group ?? contactPrimaryGroup(contact, env.org)\n}\n\n/** Why a capture refused a person, in the result's words. */\nconst CAPTURE_REFUSALS: Readonly<Record<string, string>> = {\n  band: 'The contact limit is reached.',\n  'invalid-email': 'Not a valid email address.',\n  erased: 'Erased from this workspace at their request.',\n  error: 'The contact could not be saved.',\n}\n\n/**\n * One contact as values by field id, read through one holder's facet. A\n * lookup and an undo read links by id (`ids`), so the plan compares what is\n * stored; an export writes names a file can carry back (`names`).\n */\nexport function contactTransferValues(\n  id: string,\n  contact: Record<string, unknown>,\n  group: ConsentGroup,\n  definitions: readonly ContactFieldDefinition[],\n  names?: { owner: (uid: string) => string | undefined; manager: (id: string) => string | undefined },\n): Record<string, unknown> {\n  const facet = readContactFacet(contact, group.groupId)\n  const text = (value: unknown) => textOf(value) || null\n  const stage = isContactLifecycleStage(facet.lifecycleStage) ? CONTACT_LIFECYCLE_STAGE_LABELS[facet.lifecycleStage] : null\n  const basis = group.groupId ? readMarketingBasis(contact, group).basis : 'unrecorded'\n  const ownerUid = text(facet.ownerUid)\n  const managerId = text(facet.reportsToContactId)\n  return {\n    // The name first: a record's label is the first text it holds.\n    name: text(contactDisplayName(contact, group.groupId)),\n    email: text(contact['email']),\n    salutation: text(facet.salutation),\n    firstName: text(facet.firstName),\n    lastName: text(facet.lastName),\n    birthdate: text(facet.birthdate),\n    phone: text(facet.phone),\n    mobilePhone: text(facet.mobilePhone),\n    homePhone: text(facet.homePhone),\n    otherPhone: text(facet.otherPhone),\n    fax: text(facet.fax),\n    doNotCall: facet.doNotCall === true,\n    assistantName: text(facet.assistantName),\n    assistantPhone: text(facet.assistantPhone),\n    jobTitle: text(facet.jobTitle),\n    department: text(facet.department),\n    company: names ? text(facet.companyName) : text(facet.companyId),\n    reportsTo: managerId ? (names ? (names.manager(managerId) ?? managerId) : managerId) : null,\n    ...addressValues('mailing', facet.address),\n    ...addressValues('other', facet.otherAddress),\n    owner: ownerUid ? (names ? (names.owner(ownerUid) ?? ownerUid) : ownerUid) : null,\n    lifecycleStage: stage,\n    leadSource: text(facet.leadSource),\n    tags: Array.isArray(facet.tags) ? facet.tags : [],\n    notes: text(facet.notes),\n    marketingConsent: basis === 'granted' ? true : basis === 'declined' ? false : null,\n    sources: Object.keys(facet.sources ?? {}),\n    lastInteractionAt: isoOf(interactionsForGroup(facet.interactions, group.hostIds)[0]?.atMs),\n    lastEngagedAt: isoOf(facet.lastEmailEngagementAtMs),\n    createdAt: isoOf(contact['createdAt']),\n    updatedAt: isoOf(contact['updatedAt']),\n    ...customTransferValues(definitions, facet.custom),\n    [TRANSFER_ID_FIELD]: id,\n  }\n}\n\n/** The contacts these ids name, as values through the site's facet. */\nasync function readContacts(\n  env: CrmTransferEnv,\n  ids: readonly string[],\n  definitions: readonly ContactFieldDefinition[],\n): Promise<Map<string, Record<string, unknown>>> {\n  const out = new Map<string, Record<string, unknown>>()\n  for (let at = 0; at < ids.length; at += 500) {\n    const page = ids.slice(at, at + 500).filter((id) => id && !id.includes('/'))\n    if (!page.length) continue\n    for (const snapshot of await env.firestore.getAll(...page.map((id) => contactsOf(env).doc(id)))) {\n      const data = snapshot.data()\n      if (snapshot.exists && data && visibleIn(env, data['visibleTo'])) {\n        out.set(snapshot.id, contactTransferValues(snapshot.id, data, holderOf(env, data), definitions))\n      }\n    }\n  }\n  return out\n}\n\n/** A company link a row names: the company and its name, or `null` to unlink. */\ninterface CompanyLink {\n  id: string | null\n  name: string\n}\n\n/** Everything one apply call shares across its rows. */\ninterface ApplyRun {\n  env: CrmTransferEnv\n  /** The Source site, or `null` for a file with none (AGL-4122). */\n  hostId: string | null\n  group: ConsentGroup\n  actorUid: string | null\n  definitions: ContactFieldDefinition[]\n  companies: Map<string, Promise<{ id: string; name: string } | null>>\n  admit: () => Promise<boolean>\n  readContact: ReturnType<typeof cachedContactReader>\n}\n\n/** The company a row's company column names, resolved: an id the engine found, or one created by name. */\nasync function companyLinkFor(run: ApplyRun, value: unknown): Promise<CompanyLink> {\n  if (value === null || value === undefined || value === '') return { id: null, name: '' }\n  const create = transferLookupNewName(value)\n  if (create) {\n    const company = await companyForName(run.env, create, run.actorUid, run.companies, run.admit)\n    if (!company) throw new TransferEngineError('invalid', 422, 'The CRM records limit has no room for the company.')\n    return company\n  }\n  const snapshot = await run.env.orgRef.collection(CRM_COLLECTIONS.companies).doc(String(value)).get()\n  if (!snapshot.exists || !visibleIn(run.env, snapshot.get('visibleTo'))) {\n    throw new TransferEngineError('notFound', 404, 'The company this row names no longer exists.')\n  }\n  return { id: snapshot.id, name: textOf(snapshot.get('name')).slice(0, 120) }\n}\n\n/**\n * A row's values as the profile route's fields: each one normalized the way\n * that route reads it, a blank clearing it. Fields a value could not be\n * stored as are left out and named in `skipped`.\n */\nfunction profileFields(\n  values: Readonly<Record<string, unknown>>,\n  stored: ReturnType<typeof readContactFacet>,\n): { fields: ContactUpdateFields; skipped: string[] } {\n  const fields: ContactUpdateFields = {}\n  const skipped: string[] = []\n  const text = (key: string, max = 120) => textOf(values[key]).slice(0, max)\n  for (const key of ['jobTitle', 'department', 'assistantName', 'salutation', 'leadSource'] as const) {\n    if (key in values) fields[key] = text(key)\n  }\n  if ('firstName' in values) fields.firstName = composeContactName(text('firstName'), '')\n  if ('lastName' in values) fields.lastName = composeContactName('', text('lastName'))\n  for (const key of ['phone', ...PHONE_FIELDS] as const) {\n    if (!(key in values)) continue\n    const typed = text(key, 40)\n    const phone = typed ? normalizePhone(typed) : ''\n    if (phone === null) skipped.push(key)\n    else fields[key] = phone\n  }\n  if ('birthdate' in values) {\n    const birthdate = normalizeContactBirthdate(text('birthdate', 20))\n    if (birthdate === null) skipped.push('birthdate')\n    else fields.birthdate = birthdate\n  }\n  if ('doNotCall' in values) fields.doNotCall = values['doNotCall'] === true\n  if ('notes' in values) fields.notes = textOf(values['notes']).slice(0, CONTACT_NOTES_MAX)\n  if ('tags' in values) fields.tags = Array.isArray(values['tags']) ? (values['tags'] as string[]).slice(0, 20) : []\n  if ('owner' in values) fields.ownerUid = text('owner', 128)\n  if ('reportsTo' in values) fields.reportsToContactId = text('reportsTo', 200) || null\n  const mailing = addressFromValues('mailing', values, stored.address)\n  if (mailing !== undefined) fields.address = mailing\n  const other = addressFromValues('other', values, stored.otherAddress)\n  if (other !== undefined) fields.otherAddress = other\n  // The name follows the first and last names once either is set; only a\n  // holder with neither keeps a name of its own.\n  const composed = composeContactName(fields.firstName ?? stored.firstName, fields.lastName ?? stored.lastName)\n  if ('name' in values && !composed) fields.name = text('name')\n  return { fields, skipped }\n}\n\n/** The sentence a row's result carries for fields it could not store. */\nfunction skippedMessage(skipped: readonly string[]): string | undefined {\n  if (!skipped.length) return undefined\n  const labels = skipped.map((id) => CONTACT_TRANSFER_FIELDS.find((field) => field.id === id)?.label ?? id)\n  return `Not written, as the value could not be read: ${labels.join(', ')}.`\n}\n\n/**\n * Writes one existing contact's values through the profile route's patch,\n * and the stage beside it. Answers the stage it replaced when it moved one,\n * and the fields left out.\n */\nasync function writeContact(\n  run: ApplyRun,\n  contactId: string,\n  values: Readonly<Record<string, unknown>>,\n): Promise<{ skipped: string[] }> {\n  const ref = contactsOf(run.env).doc(contactId)\n  const snapshot = await ref.get()\n  const contact = snapshot.data()\n  if (!snapshot.exists || !contact || !visibleIn(run.env, contact['visibleTo'])) {\n    throw new TransferEngineError('notFound', 404, 'That contact no longer exists.')\n  }\n  // With no site the row is written to the holder the person already has.\n  const groupId =\n    (run.hostId ? run.group : contactPrimaryGroup(contact, run.env.org)).groupId ||\n    ORG_CONTACT_HOLDER_ID\n  const stored = readContactFacet(contact, groupId)\n  const { fields, skipped } = profileFields(values, stored)\n  let linkedCompanyName = ''\n  if ('company' in values) {\n    const link = await companyLinkFor(run, values['company'])\n    fields.companyId = link.id\n    linkedCompanyName = link.name\n  }\n  if (fields.reportsToContactId) {\n    const managerId = fields.reportsToContactId\n    if (managerId === contactId) throw new TransferEngineError('invalid', 422, CONTACT_REPORTS_TO_SELF_REFUSAL)\n    if (await contactReportsToLoops(run.readContact, contactId, managerId, groupId)) {\n      throw new TransferEngineError('invalid', 422, CONTACT_REPORTS_TO_LOOP_REFUSAL)\n    }\n  }\n  const custom = customWriteValues(values, run.definitions, 'contact')\n  if ('error' in custom) throw new TransferEngineError('invalid', 422, custom.error)\n  const patch = contactPatch(contact, groupId, fields, custom.values, linkedCompanyName)\n  if ('refused' in patch) throw new TransferEngineError('invalid', 422, patch.refused)\n  const update: Record<string, unknown> = { ...(patch.update ?? {}) }\n\n  let movedFrom: string | null = null\n  if ('lifecycleStage' in values) {\n    const stage = crmLifecycleStageOf(values['lifecycleStage'])\n    const previous = isContactLifecycleStage(stored.lifecycleStage) ? stored.lifecycleStage : ''\n    if ((stage ?? '') !== previous) {\n      update[contactFacetPath(groupId, 'lifecycleStage')] = stage ?? FieldValue.delete()\n      if (stage) movedFrom = previous\n    }\n  }\n  if (!Object.keys(update).length) return { skipped }\n  update['updatedAt'] = FieldValue.serverTimestamp()\n  await ref.update(update)\n  await restampCrmListFieldsOf([ref], 'contacts')\n  await settleCompanyCounts(run.env.orgRef.collection(CRM_COLLECTIONS.companies), [\n    { contactId, ref, update, counts: patch.counts },\n  ])\n  if (movedFrom !== null && run.hostId) {\n    await emitHostEvent(\n      run.hostId,\n      'contactStageChanged',\n      {\n        contactId,\n        email: textOf(contact['email']),\n        lifecycleStage: String(crmLifecycleStageOf(values['lifecycleStage'])),\n        previousStage: movedFrom,\n      },\n      run.actorUid ? { actor: { kind: 'member', uid: run.actorUid, email: null } } : {},\n    ).catch((error: unknown) => console.error('[crm] transfer stage event failed', contactId, error))\n  }\n  return { skipped }\n}\n\n/**\n * The site a contact import is filed under. None, when the org's records belong\n * to every site (AGL-4122): the file then has no Source site, and the people in\n * it are the organization's. An org that keeps its sites apart must name one.\n */\nfunction contactImportSite(env: CrmTransferEnv): { hostId: string | null; group: ConsentGroup } {\n  if (!env.hostId && crmDefaultScopeOf(env.org) === 'org') {\n    return { hostId: null, group: ORG_HOLDER_GROUP }\n  }\n  return requireSite(env, 'contacts')\n}\n\n/** Creates one person through the capture door, then what the door does not take. */\nasync function createContact(\n  run: ApplyRun,\n  values: Readonly<Record<string, unknown>>,\n  batch: Awaited<ReturnType<typeof prepareContactCaptureBatch>> | undefined,\n): Promise<{ contactId: string; created: boolean; skipped: string[] }> {\n  const email = textOf(values['email'])\n  const { fields, skipped } = profileFields(values, { sources: {}, interactions: [] })\n  const link = 'company' in values ? await companyLinkFor(run, values['company']) : null\n  const custom = customWriteValues(values, run.definitions, 'contact')\n  if ('error' in custom) throw new TransferEngineError('invalid', 422, custom.error)\n  const stage = crmLifecycleStageOf(values['lifecycleStage'])\n  const facet = {\n    ...(fields.phone ? { phone: fields.phone } : {}),\n    ...(fields.jobTitle ? { jobTitle: fields.jobTitle } : {}),\n    ...(fields.salutation ? { salutation: fields.salutation } : {}),\n    ...(fields.firstName ? { firstName: fields.firstName } : {}),\n    ...(fields.lastName ? { lastName: fields.lastName } : {}),\n    ...(fields.department ? { department: fields.department } : {}),\n    ...Object.fromEntries(PHONE_FIELDS.filter((key) => fields[key]).map((key) => [key, fields[key]])),\n    ...(fields.birthdate ? { birthdate: fields.birthdate } : {}),\n    ...(fields.assistantName ? { assistantName: fields.assistantName } : {}),\n    ...(fields.leadSource ? { leadSource: fields.leadSource } : {}),\n    ...(fields.doNotCall ? { doNotCall: true } : {}),\n    ...(fields.address ? { address: fields.address } : {}),\n    ...(fields.otherAddress ? { otherAddress: fields.otherAddress } : {}),\n    // The link AND the name: the merge fields read the facet's name.\n    ...(link?.id ? { companyId: link.id, companyName: link.name } : {}),\n    ...(fields.ownerUid ? { ownerUid: fields.ownerUid } : {}),\n    ...(Object.keys(custom.values).length ? { custom: custom.values } : {}),\n  }\n  const staged = stage ? { lifecycleStage: stage } : {}\n  /*\n   * A SITE AND AN ADDRESS ARE A CAPTURE. Anything less is a person no capture\n   * door could take, so a file can hold people with no email and be imported\n   * with no site (AGL-4122). A row still has to say who it is about.\n   */\n  if (!email && !fields.name && !facet.phone && !facet.firstName && !facet.lastName && !fields['mobilePhone']) {\n    throw new TransferEngineError('invalid', 422, 'A row needs a name, an email or a phone number.')\n  }\n  const verdict =\n    run.hostId && email\n      ? await captureHostContact({\n          hostId: run.hostId,\n          email,\n          ...(fields.name ? { name: fields.name } : {}),\n          source: 'import',\n          ...(run.actorUid\n            ? { actor: { kind: 'member' as const, uid: run.actorUid, email: null } }\n            : {}),\n          interaction: { summary: CONTACT_TRANSFER_INTERACTION_SUMMARY },\n          tags: fields.tags ?? [],\n          // The file's own stage, or none: `lifecycleStage` from the column.\n          facet: { ...facet, ...staged },\n          // An import files nobody under a campaign; the record's picker does.\n          campaignIds: [],\n          ...(batch ? { batch } : {}),\n        })\n      : await addContactByHand({\n          orgId: run.env.orgId,\n          org: run.env.org,\n          sourceHostId: run.hostId,\n          email: email || null,\n          ...(fields.name ? { name: fields.name } : {}),\n          facet: { ...facet, ...staged },\n          tags: fields.tags ?? [],\n        })\n  if ('refused' in verdict) {\n    throw new TransferEngineError('invalid', 422, CAPTURE_REFUSALS[verdict.refused] ?? CAPTURE_REFUSALS['error'] as string)\n  }\n  // What the capture door does not write: who they report to, and the notes.\n  const extra: Record<string, unknown> = {}\n  if (fields.reportsToContactId) extra['reportsTo'] = fields.reportsToContactId\n  if (fields.notes) extra['notes'] = fields.notes\n  if (Object.keys(extra).length) await writeContact(run, verdict.contactId, extra)\n  return { contactId: verdict.contactId, created: verdict.created, skipped }\n}\n\n/** The `crm.contacts` hooks. */\nexport function contactsTransferResource(): TransferRecordsHooks {\n  return {\n    async fields(ctx) {\n      const env = await crmTransferEnv(ctx)\n      return {\n        standard: CONTACT_TRANSFER_FIELDS,\n        derived: CONTACT_TRANSFER_DERIVED,\n        system: CRM_TIMESTAMP_FIELDS,\n        custom: crmCustomTransferFields(await crmCustomDefinitions(env, 'contact'), 'contact'),\n        groups: CONTACT_TRANSFER_GROUPS,\n      }\n    },\n    matchKeys: [\n      { fieldId: TRANSFER_ID_FIELD, normalizer: 'aglynId' },\n      { fieldId: 'email', normalizer: 'email' },\n    ],\n    aliases: CONTACT_ALIASES,\n    lookupTargets: { [CRM_MEMBERS_TARGET]: crmMembersTarget() },\n\n    // The people a workspace holds are its own on every plan (AGL-2839):\n    // exporting them asks nothing of the plan.\n    async count(ctx, options) {\n      const env = await crmTransferEnv(ctx)\n      return countCrmExport(env, contactsOf(env), options, (data) => visibleIn(env, data['visibleTo'], options.scopeTokens))\n    },\n\n    async readPage(ctx, cursor, fieldIds, options) {\n      const env = await crmTransferEnv(ctx)\n      const definitions = await crmCustomDefinitions(env, 'contact')\n      const emails = fieldIds.includes('owner') ? await crmMemberEmails(env.orgId) : new Map<string, string>()\n      return readCrmExportPage(\n        env,\n        contactsOf(env),\n        cursor,\n        options,\n        (data) => visibleIn(env, data['visibleTo'], options?.scopeTokens),\n        async (docs) => {\n          const managers = new Map<string, string>()\n          if (fieldIds.includes('reportsTo')) {\n            const ids = [\n              ...new Set(\n                docs\n                  .map((doc) => textOf(readContactFacet(doc.data, holderOf(env, doc.data).groupId).reportsToContactId))\n                  .filter((id) => id && !id.includes('/')),\n              ),\n            ]\n            for (let at = 0; at < ids.length; at += 500) {\n              const page = ids.slice(at, at + 500)\n              for (const snapshot of await env.firestore.getAll(...page.map((id) => contactsOf(env).doc(id)))) {\n                if (snapshot.exists) managers.set(snapshot.id, textOf(snapshot.get('email')))\n              }\n            }\n          }\n          return docs.map((doc) =>\n            pickValues(\n              contactTransferValues(doc.id, doc.data, holderOf(env, doc.data), definitions, {\n                owner: (uid) => emails.get(uid),\n                manager: (id) => managers.get(id),\n              }),\n              fieldIds,\n            ),\n          )\n        },\n      )\n    },\n\n    async lookup(ctx, requests) {\n      const env = await crmTransferEnv(ctx)\n      const definitions = await crmCustomDefinitions(env, 'contact')\n      const visible = (data: Record<string, unknown>) => visibleIn(env, data['visibleTo'])\n      const found = { lookup: new Map<string, string[]>(), docs: new Map<string, Record<string, unknown>>() }\n      for (const request of requests) {\n        if (request.fieldId === TRANSFER_ID_FIELD) await lookupById(env, contactsOf(env), request, visible, found)\n        else if (request.fieldId === 'email') {\n          await lookupByField(contactsOf(env), request, 'email', (value) => value.trim().toLowerCase(), visible, found)\n        }\n      }\n      return lookupResult(found, (id, data) => contactTransferValues(id, data, holderOf(env, data), definitions))\n    },\n\n    async suggest(ctx, request) {\n      const env = await crmTransferEnv(ctx)\n      const answer: Record<string, ReturnType<typeof rankTransferLookupSuggestions>> = {}\n      for (const value of request.values) {\n        // People sharing the value's first word: the token the list's own\n        // search reads, so a mistyped domain still finds the person.\n        const word = value.trim().toLowerCase().split(/[\\s@.+_-]+/)[0]?.slice(0, 12) ?? ''\n        if (word.length < 2) {\n          answer[value] = []\n          continue\n        }\n        const snapshot = await contactsOf(env).where('searchTokens', 'array-contains', word).limit(IN_LIMIT).get()\n        const candidates = snapshot.docs\n          .filter((doc) => visibleIn(env, doc.get('visibleTo')))\n          .flatMap((doc) => {\n            const email = textOf(doc.get('email'))\n            return email ? [{ recordId: doc.id, label: email }] : []\n          })\n        answer[value] = rankTransferLookupSuggestions(value, candidates)\n      }\n      return answer\n    },\n\n    async picklists(ctx, ids) {\n      const env = await crmTransferEnv(ctx)\n      return crmPicklistLists(env, ids, await crmCustomDefinitions(env, 'contact'))\n    },\n\n    async addPicklistValues(ctx, picklistId, values) {\n      await addCrmPicklistValues(await crmTransferEnv(ctx), picklistId, values)\n    },\n\n    lockedRules: () => [\n      {\n        fieldId: 'email',\n        reason: 'An existing contact’s email is who they are; change it on the contact’s page.',\n        forced: { mode: 'keepExisting' },\n      },\n      {\n        fieldId: 'marketingConsent',\n        reason:\n          'Consent is never taken from a file: a person gives it on a form, or a team member records how it was given on the contact’s page.',\n        refuseValues: true,\n      },\n      {\n        fieldId: 'lifecycleStage',\n        reason: 'A stage moves forward only: a later stage in the file advances the contact, an earlier one is held back.',\n        forced: { mode: 'overwrite' },\n      },\n      {\n        fieldId: 'doNotCall',\n        reason: 'A file can say a person asked not to be called, never that they took it back.',\n        forced: { mode: 'overwrite' },\n      },\n      {\n        fieldId: 'name',\n        reason: 'The full name is built from the first and last names once either is set.',\n      },\n    ],\n\n    async plan(ctx, input) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmSuite(env, SUITE_ACT)\n      contactImportSite(env)\n      const plan = buildTransferPlan(input)\n      return holdBackChanges(plan, (row, change) => {\n        const before = row.recordId ? input.existing.get(row.recordId) : undefined\n        if (change.fieldId === 'lifecycleStage' && before) {\n          const from = crmLifecycleStageRank(before['lifecycleStage'])\n          const to = crmLifecycleStageRank(change.after)\n          if (from >= 0 && (to < from || to < 0)) return 'A stage moves forward only.'\n        }\n        if (change.fieldId === 'doNotCall' && before?.['doNotCall'] === true && change.after !== true) {\n          return 'Do not call is turned off on the contact’s page, never by a file.'\n        }\n        if (change.fieldId === 'name') {\n          const values = Object.fromEntries(row.diff.map((entry) => [entry.fieldId, entry.after]))\n          const first = 'firstName' in values ? values['firstName'] : before?.['firstName']\n          const last = 'lastName' in values ? values['lastName'] : before?.['lastName']\n          if (textOf(first) || textOf(last)) return 'Built from the first and last names.'\n        }\n        return null\n      })\n    },\n\n    async apply(ctx, chunk, writer) {\n      const env = await crmTransferEnv(ctx)\n      requireCrmSuite(env, SUITE_ACT)\n      const { hostId, group } = contactImportSite(env)\n      const run: ApplyRun = {\n        env,\n        hostId,\n        group,\n        actorUid: ctx.actorUid,\n        definitions: await crmCustomDefinitions(env, 'contact'),\n        companies: new Map(),\n        admit: crmRecordsRoom(env),\n        readContact: cachedContactReader(contactsOf(env)),\n      }\n      const rows = chunk.rows as PlannedTransferRow[]\n      const creating: string[] = []\n      for (const row of rows) {\n        if (row.verdict === 'create' && !(await writer.alreadyApplied(row.index))) {\n          const email = textOf(plannedValues(row)['email'])\n          if (email) creating.push(email)\n        }\n      }\n      // The capture door's lookups for every new person at once (AGL-3423).\n      const batch =\n        hostId && creating.length ? await prepareContactCaptureBatch(hostId, creating) : undefined\n      const results: TransferRowResult[] = []\n      const undo: TransferUndoEntry[] = []\n\n      await eachWithinBudget(rows, () => writer.timeLeftMs(), async (row) => {\n        const earlier = await writer.alreadyApplied(row.index)\n        if (earlier) {\n          results.push(earlier)\n          return\n        }\n        const changed = row.diff.map((change) => change.fieldId)\n        let result: TransferRowResult\n        let entry: TransferUndoEntry | undefined\n        try {\n          const values = plannedValues(row)\n          if (row.verdict === 'update' && row.recordId) {\n            const before = (await readContacts(env, [row.recordId], run.definitions)).get(row.recordId)\n            if (!before) throw new TransferEngineError('notFound', 404, 'That contact no longer exists.')\n            const { skipped } = await writeContact(run, row.recordId, values)\n            const after = (await readContacts(env, [row.recordId], run.definitions)).get(row.recordId) ?? {}\n            const message = skippedMessage(skipped)\n            result = { row: row.index, outcome: 'updated', recordId: row.recordId, ...(message ? { message } : {}) }\n            entry = {\n              row: row.index,\n              recordId: row.recordId,\n              action: 'updated',\n              previous: pickValues(before, changed),\n              written: pickValues(after, changed),\n            }\n          } else {\n            const made = await createContact(run, values, batch)\n            const after = (await readContacts(env, [made.contactId], run.definitions)).get(made.contactId) ?? {}\n            const message = made.created\n              ? skippedMessage(made.skipped)\n              : 'Merged into the contact already holding this email.'\n            result = {\n              row: row.index,\n              outcome: made.created ? 'created' : 'updated',\n              recordId: made.contactId,\n              ...(message ? { message } : {}),\n            }\n            // A merge into a person somebody else created meanwhile has no\n            // \"before\" to put back, so undo leaves it alone.\n            entry = made.created\n              ? { row: row.index, recordId: made.contactId, action: 'created', written: pickValues(after, changed) }\n              : undefined\n          }\n        } catch (error) {\n          result = {\n            row: row.index,\n            outcome: 'failed',\n            ...(row.recordId ? { recordId: row.recordId } : {}),\n            message: failureMessage(error),\n          }\n          entry = undefined\n        }\n        await writer.markApplied(result, entry)\n        results.push(result)\n        if (entry) undo.push(entry)\n      })\n      return { results, undo }\n    },\n\n    async revert(ctx, snapshot, decisions) {\n      const env = await crmTransferEnv(ctx)\n      const { hostId, group } = contactImportSite(env)\n      const run: ApplyRun = {\n        env,\n        hostId,\n        group,\n        actorUid: ctx.actorUid,\n        definitions: await crmCustomDefinitions(env, 'contact'),\n        companies: new Map(),\n        admit: crmRecordsRoom(env),\n        readContact: cachedContactReader(contactsOf(env)),\n      }\n      const current = await readContacts(env, snapshot.entries.map((entry) => entry.recordId), run.definitions)\n      const done: TransferUndoStep[] = []\n      const conflicts: TransferUndoStep[] = []\n      for (const entry of snapshot.entries) {\n        const step = planTransferUndo(entry, current.get(entry.recordId) ?? null)\n        if (step.action === 'conflict' && decisions?.[entry.recordId] !== 'revert') {\n          if (decisions?.[entry.recordId] === 'keep') done.push({ action: 'nothing', recordId: entry.recordId, why: 'alreadyReverted' })\n          else conflicts.push(step)\n          continue\n        }\n        if (step.action === 'nothing') {\n          done.push(step)\n          continue\n        }\n        if (entry.action === 'created') {\n          // The site lets the person go, as \"Remove from this site\" does: a\n          // person only this import's site held is deleted, keeping every\n          // refusal they made; one another site holds too stays theirs.\n          const contactRef = contactsOf(env).doc(entry.recordId)\n          let holders: string[] = []\n          const removal = await removeContactKeepingRefusals({\n            contactRef,\n            decide: (contact) => {\n              holders = contactFacetHolders(contact)\n              return planContactDetach(contact, group)\n            },\n            nowMs: Date.now(),\n          })\n          if (removal.outcome === 'deleted') {\n            await clearReportsToOf(env.firestore, contactsOf(env), holders, entry.recordId)\n            await sweepDealContactRoles(\n              env.firestore,\n              env.orgRef.collection(CRM_COLLECTIONS.deals),\n              entry.recordId,\n              null,\n              '[crm] transfer undo',\n            )\n          } else if (removal.outcome === 'detached') {\n            await clearReportsToOf(env.firestore, contactsOf(env), [group.groupId], entry.recordId)\n            await restampCrmListFieldsOf([contactRef], 'contacts').catch(() => undefined)\n          }\n          done.push({ action: 'delete', recordId: entry.recordId })\n          continue\n        }\n        const values = step.action === 'restore' || step.action === 'conflict' ? step.values : {}\n        await writeContact(run, entry.recordId, values)\n        done.push(step)\n      }\n      return { done, conflicts }\n    },\n  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package/src/lib/transfer/fields.js

@@ -149,7 +149,6 @@ export const CRM_COMPANIES_RESOURCE = 'crm.companies';
         label: 'Email',
         group: 'person',
         type: 'email',
-        required: true,
         matchKey: true,
         aliases: [
             'email address',
@@ -159,7 +158,7 @@ export const CRM_COMPANIES_RESOURCE = 'crm.companies';
             'primary email',
             'work email'
         ],
-        description: 'Who the person is: a contact is found and kept by its email.'
+        description: 'Optional. A row with one merges into the contact who has it.'
     },
     {
         id: 'name',