@aglyn/tenant-runtime 1.0.0-beta.143

package/src/lib/convert-host-lead.js

@@ -0,0 +1,443 @@
+import { _ as _extends } from "@swc/helpers/_/_extends";
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ /**
+ * A lead becomes a contact, and optionally a company and a deal (AGL-2608,
+ * AGL-2627).
+ *
+ * ## Why one function under two doors
+ *
+ * The console's convert dialog posts to the CRM plugin's `crm/lead-convert`
+ * route, and an integration posts to `POST /v1/leads/{id}/convert`. The two
+ * doors authenticate differently — an ID token against the site's role, an
+ * API key against its scopes — and answer in different envelopes, but what
+ * they DO has to be one thing: a conversion that opened a second deal for
+ * one person because two callers reached the same lead through two
+ * implementations is the bug this file exists to make impossible. The doors
+ * own their transport; this owns the writes.
+ *
+ * It lives here, in the tenancy runtime, rather than beside the plugin
+ * route it came from, because the console's REST layer may not import a
+ * feature plugin (the app→addons boundary), while both the plugin and the
+ * console may import the runtime — which already holds the capture door
+ * and the owner assignment this conversion goes through.
+ *
+ * ## Why a server function and not four client writes
+ *
+ * The lead is a host document the browser may edit, and a company or a deal
+ * is a client-creatable org document. What the browser cannot do is CREATE A
+ * CONTACT: the contacts collection is written only by `captureHostContact`
+ * (the runtime's wrapper over `upsertHostContact`, so `contactCreated`
+ * fires), because that function is the dedupe — one human, one row, found by
+ * normalized address across every site in the org — and the audience-band
+ * gate. A client that wrote a contact document of its own would mint a
+ * second row for a person the org already holds, and would do it past the
+ * band.
+ *
+ * Once the contact has to come from the server, the rest follows it: the
+ * conversion is one act with four writes, and a caller that made three of
+ * them and lost the connection before the fourth leaves a lead marked
+ * qualified with no contact, or a deal pointing at a contact that was never
+ * stamped on the lead. Here the order is fixed — contact, then company, then
+ * deal, then the lead — and the lead is stamped LAST, so a lead that carries
+ * `convertedContactId` names a contact that exists.
+ *
+ * ## Idempotent on the lead
+ *
+ * A lead already carrying `convertedContactId` answers with the ids it has
+ * and creates nothing more. A double-click on the dialog's button, a retry
+ * after a slow response, or a Zapier zap replaying a step must not open a
+ * second deal for one person.
+ *
+ * ## The actor
+ *
+ * A signed-in member converting from the console owns what nobody else
+ * claimed: their uid is the owner of last resort, written directly rather
+ * than through the deliberate reassignment, because they may be staff
+ * converting on a workspace's behalf and a roster check would refuse the one
+ * person who is actually here. An API key is not a person and is on no
+ * roster, so for an `api` actor that last step is skipped and a contact
+ * nobody chose an owner for — and no rule assigned — stays unowned, which
+ * the console renders honestly as unassigned. Either way the caller has
+ * already been authorized by its door; nothing here asks again.
+ */ import { consentGroupScope, CRM_COLLECTIONS, crmScopeTokens, DEFAULT_DEAL_STAGES, nameSearchFields, contactFacetPath, normalizeContactEmail, ORG_SCOPE_TOKEN, readContactFacet } from "@aglyn/aglyn/server";
+import { consentGroupForSite, crmRecordsQuotaForOrg, findContactByEmail, logHostActivity, orgDataCollectionForHost, writeContactCompanyLink } from "@aglyn/tenant-data-admin";
+import { FieldPath, FieldValue } from "firebase-admin/firestore";
+import { assignOwnerForCapture, notifyRecordAssigned } from "./assign-contact-owner.js";
+import { captureHostContact } from "./capture-host-contact.js";
+/**
+ * The stage a new deal opens in.
+ *
+ * The caller's choice when the pipeline has it, otherwise the first OPEN
+ * stage by order — a deal created by converting a lead is by definition not
+ * yet won or lost, so defaulting to a closed stage would record an outcome
+ * nobody reached. A pipeline with no open stage at all falls back to its
+ * first stage rather than refusing: the merchant edited their pipeline into
+ * that shape, and a conversion that failed because of it would read as a bug
+ * in the lead.
+ */ export function stageForNewDeal(pipeline, requestedStageId) {
+    var _pipeline_stages, _ref;
+    const stages = [
+        ...(_pipeline_stages = pipeline.stages) != null ? _pipeline_stages : []
+    ].sort((a, b)=>a.order - b.order);
+    if (!stages.length) return null;
+    const requested = requestedStageId ? stages.find((stage)=>stage.id === requestedStageId) : undefined;
+    return (_ref = requested != null ? requested : stages.find((stage)=>stage.kind === 'open')) != null ? _ref : stages[0];
+}
+/** A stage's kind as the deal's denormalized status. */ function dealStatusForStage(stage) {
+    return stage.kind === 'won' ? 'won' : stage.kind === 'lost' ? 'lost' : 'open';
+}
+/**
+ * Convert one lead. Throws only on infrastructure failure; every refusal
+ * the data can produce is a `ConvertHostLeadResult`.
+ */ export async function convertHostLead(input) {
+    var _input_companyId, _leadSnapshot_data, _input_ownerUid, _contactSnapshot_data, _readContactFacet_ownerUid, _actor_email, _lead_name;
+    const { firestore, hostId, orgId, org, leadId, actor, createCompany, deal } = input;
+    const requestedCompanyId = String((_input_companyId = input.companyId) != null ? _input_companyId : '').trim();
+    const leadRef = firestore.collection('hosts').doc(hostId).collection('leads').doc(leadId);
+    const leadSnapshot = await leadRef.get();
+    if (!leadSnapshot.exists) return {
+        ok: false,
+        reason: 'unknown-lead'
+    };
+    const lead = (_leadSnapshot_data = leadSnapshot.data()) != null ? _leadSnapshot_data : {};
+    if (lead.convertedContactId) {
+        return _extends({
+            ok: true,
+            contactId: lead.convertedContactId
+        }, lead.companyId ? {
+            companyId: lead.companyId
+        } : {}, lead.dealId ? {
+            dealId: lead.dealId
+        } : {}, {
+            alreadyConverted: true
+        });
+    }
+    const email = normalizeContactEmail(lead['email']);
+    if (!email) return {
+        ok: false,
+        reason: 'no-email'
+    };
+    const group = await consentGroupForSite(hostId, org);
+    const visibleTo = crmScopeTokens(org, group);
+    /*
+   * What the CALLER may read, for the company-by-domain reuse below: their
+   * group's own tokens plus `org`, exactly the set the console's listeners
+   * filter on. A company outside it is one they could not open, so linking
+   * a contact to it would point at a record the page then 404s on.
+   */ const readableTokens = new Set([
+        ORG_SCOPE_TOKEN,
+        ...consentGroupScope(group)
+    ]);
+    /*
+   * THE OWNER A PERSON CHOSE, when one did: the converter's pick, else
+   * whoever was already working the lead. Handed to the capture as the
+   * facet's owner, which is what tells the capture's own assignment pass
+   * to stand down — a person's choice outranks a rule. When nobody chose,
+   * the facet names no owner and the pass runs the org's rules and the
+   * site's default for a contact it creates (AGL-2618).
+   */ const pickedOwner = String((_input_ownerUid = input.ownerUid) != null ? _input_ownerUid : '').trim();
+    const chosenOwner = pickedOwner || (typeof lead.ownerUid === 'string' ? lead.ownerUid : '');
+    const now = Date.now();
+    const leadName = typeof lead['name'] === 'string' ? lead['name'] : undefined;
+    /*==========================================
+   * 1. THE CONTACT — through the one door that dedupes and meters.
+   *
+   * `source: 'manual'` because a person converted this lead by hand, and
+   * the source filter should say so; the interaction names the lead so the
+   * contact's timeline can be walked back to what was captured. The facet
+   * carries the stage and the owner, which is what makes this a sales
+   * record rather than another form capture.
+   *=========================================*/ const captured = await captureHostContact(_extends({
+        hostId,
+        email
+    }, leadName ? {
+        name: leadName
+    } : {}, {
+        source: 'manual',
+        interaction: {
+            summary: 'Converted from a lead',
+            refId: leadId
+        },
+        facet: _extends({
+            lifecycleStage: 'sales-qualified'
+        }, chosenOwner ? {
+            ownerUid: chosenOwner
+        } : {})
+    }));
+    /*
+   * The one verdict of the door's that is named here. Its other refusals —
+   * the band, an address it will not take, its own swallowed error — all
+   * read the same from this side: no row to find below, answered as
+   * `contact-not-created`. An erasure is different in kind: not a limit the
+   * org can lift or a fault in the request but a decision the workspace made
+   * about this person, and a caller told "the band may be full" would retry
+   * against it forever.
+   */ if (captured && 'refused' in captured && captured.refused === 'erased') {
+        return {
+            ok: false,
+            reason: 'erased'
+        };
+    }
+    const contactsRef = await orgDataCollectionForHost(hostId, 'contacts');
+    /*
+   * The same resolution the capture door just made (AGL-2625): the
+   * address index first, so a lead whose address is an ALTERNATE on a
+   * merged contact converts into the survivor the capture landed on
+   * rather than reading as a contact the band dropped.
+   */ const contactSnapshot = await findContactByEmail(contactsRef, email);
+    if (!contactSnapshot) return {
+        ok: false,
+        reason: 'contact-not-created'
+    };
+    const contactRef = contactSnapshot.ref;
+    const contactId = contactSnapshot.id;
+    const contactData = (_contactSnapshot_data = contactSnapshot.data()) != null ? _contactSnapshot_data : {};
+    const orgRef = firestore.collection('orgs').doc(orgId);
+    /*
+   * THE RECORDS BAND (AGL-2611), asked before each record this conversion
+   * CREATES. The contact went through the capture door, which refuses at
+   * the band on its own; a company and a deal are records of the same
+   * band, and on a Free org at its hundred the honest answer is the one
+   * the drawers give — refuse, write nothing more, and leave the lead
+   * unconverted so a retry after the upgrade finds it where it was. The
+   * contact step 1 captured stays: it is one person's record, and a second
+   * conversion merges onto it rather than making another. Measured fresh
+   * each time because the company created in step 2 is itself a record.
+   */ const bandFull = async ()=>{
+        const room = await crmRecordsQuotaForOrg(org, orgRef);
+        return !room.allowed;
+    };
+    /*
+   * WHOSE THE CONTACT IS, now that it exists. The capture wrote the chosen
+   * owner, or its pass assigned one to a contact it created; a contact
+   * the org already held with no owner has had neither, so the same pass
+   * is asked once more — it touches only a record with no owner and
+   * answers `unchanged` for one that has — and a member actor is the last
+   * resort. A colleague the converter picked is told; the lead's existing
+   * owner and the caller are not, having chosen for themselves.
+   */ let ownerUid = (_readContactFacet_ownerUid = readContactFacet(contactData, group.groupId).ownerUid) != null ? _readContactFacet_ownerUid : '';
+    if (!ownerUid) {
+        const assigned = await assignOwnerForCapture({
+            hostId,
+            contactId,
+            email,
+            source: 'manual',
+            actorUid: actor.kind === 'member' ? actor.uid : null
+        });
+        if (assigned.outcome !== 'none') ownerUid = assigned.ownerUid;
+    }
+    if (!ownerUid && actor.kind === 'member') {
+        ownerUid = actor.uid;
+        await contactRef.update({
+            [contactFacetPath(group.groupId, 'ownerUid')]: ownerUid,
+            updatedAt: FieldValue.serverTimestamp()
+        });
+    } else if (ownerUid && pickedOwner && pickedOwner === ownerUid) {
+        await notifyRecordAssigned({
+            hostId,
+            orgId,
+            ownerUid,
+            actorUid: actor.kind === 'member' ? actor.uid : null,
+            record: {
+                kind: 'contact',
+                id: contactId
+            },
+            who: leadName || email
+        });
+    }
+    /*==========================================
+   * 2. THE COMPANY — linked, found by domain, or created.
+   *=========================================*/ let companyId;
+    if (requestedCompanyId) {
+        const companySnapshot = await orgRef.collection(CRM_COLLECTIONS.companies).doc(requestedCompanyId).get();
+        if (!companySnapshot.exists) return {
+            ok: false,
+            reason: 'unknown-company'
+        };
+        companyId = requestedCompanyId;
+    } else if (createCompany) {
+        if (createCompany.domain) {
+            /*
+       * FIND BEFORE CREATE. The domain is the key two contacts at one
+       * business share, and a second company document for `acme.com`
+       * would split the account the key exists to join. Only a company the
+       * caller can see counts as found — see `readableTokens`.
+       */ const byDomain = await orgRef.collection(CRM_COLLECTIONS.companies).where('domain', '==', createCompany.domain).limit(5).get();
+            const visible = byDomain.docs.find((snapshot)=>{
+                const tokens = snapshot.get('visibleTo');
+                return Array.isArray(tokens) && tokens.some((token)=>readableTokens.has(String(token)));
+            });
+            if (visible) companyId = visible.id;
+        }
+        if (!companyId) {
+            if (await bandFull()) return {
+                ok: false,
+                reason: 'band-full'
+            };
+            const created = await orgRef.collection(CRM_COLLECTIONS.companies).add(_extends({}, nameSearchFields(createCompany.name), createCompany.domain ? {
+                domain: createCompany.domain
+            } : {}, ownerUid ? {
+                ownerUid
+            } : {}, {
+                visibleTo,
+                hostId,
+                createdByUid: actor.uid,
+                createdAt: FieldValue.serverTimestamp(),
+                updatedAt: FieldValue.serverTimestamp()
+            }));
+            companyId = created.id;
+        }
+    }
+    if (companyId) {
+        /*
+     * The one link writer (AGL-2613): the holder's facet field the contact
+     * record reads, the queryable top-level mirror the company's contacts
+     * card filters on, and the company's contacts count — planned from
+     * the row as the capture left it, so a person the org already held
+     * under another company is MOVED rather than counted twice.
+     */ await writeContactCompanyLink({
+            firestore,
+            contactRef,
+            contact: contactData,
+            companiesRef: orgRef.collection(CRM_COLLECTIONS.companies),
+            groupId: group.groupId,
+            companyId
+        });
+    }
+    /*==========================================
+   * 3. THE DEAL — in the default pipeline, seeded if the org has none.
+   *=========================================*/ let dealId;
+    if (deal) {
+        const pipelinesRef = orgRef.collection(CRM_COLLECTIONS.pipelines);
+        let pipelineId;
+        let pipeline;
+        const defaults = await pipelinesRef.where('isDefault', '==', true).limit(1).get();
+        if (!defaults.empty) {
+            pipelineId = defaults.docs[0].id;
+            pipeline = defaults.docs[0].data();
+        } else {
+            /*
+       * The deals section's own read shape, so the two agree on which
+       * pipeline "the org's pipeline" is when none is flagged default: the
+       * first by document id of a bounded window. Seeding a SECOND pipeline
+       * here while one exists unflagged would leave the merchant with two
+       * boards and their deals split between them.
+       */ const any = await pipelinesRef.orderBy(FieldPath.documentId()).limit(20).get();
+            if (!any.empty) {
+                pipelineId = any.docs[0].id;
+                pipeline = any.docs[0].data();
+            } else {
+                // Exactly what the Deals section seeds: one `Sales` pipeline
+                // carrying a COPY of the default stages, flagged default.
+                const seeded = {
+                    name: 'Sales',
+                    stages: [
+                        ...DEFAULT_DEAL_STAGES
+                    ],
+                    isDefault: true,
+                    visibleTo,
+                    hostId
+                };
+                const created = await pipelinesRef.add(_extends({}, seeded, {
+                    createdByUid: actor.uid,
+                    createdAt: FieldValue.serverTimestamp(),
+                    updatedAt: FieldValue.serverTimestamp()
+                }));
+                pipelineId = created.id;
+                pipeline = seeded;
+            }
+        }
+        const stage = stageForNewDeal(pipeline, deal.stageId);
+        if (!stage) return {
+            ok: false,
+            reason: 'no-stages'
+        };
+        if (await bandFull()) return {
+            ok: false,
+            reason: 'band-full'
+        };
+        const created = await orgRef.collection(CRM_COLLECTIONS.deals).add(_extends({
+            title: deal.title,
+            titleLower: deal.title.toLowerCase(),
+            pipelineId,
+            stageId: stage.id,
+            status: dealStatusForStage(stage)
+        }, deal.amountCents !== null ? {
+            amountCents: deal.amountCents
+        } : {}, {
+            currency: deal.currency,
+            stageChangedAtMs: now
+        }, ownerUid ? {
+            ownerUid
+        } : {}, {
+            contactId
+        }, companyId ? {
+            companyId
+        } : {}, {
+            visibleTo,
+            hostId,
+            createdByUid: actor.uid,
+            createdAt: FieldValue.serverTimestamp(),
+            updatedAt: FieldValue.serverTimestamp()
+        }));
+        dealId = created.id;
+    }
+    /*==========================================
+   * 4. THE LEAD — stamped last, once everything it names exists.
+   *=========================================*/ const stamp = _extends({
+        status: 'qualified',
+        convertedContactId: contactId,
+        convertedAtMs: now
+    }, ownerUid ? {
+        ownerUid
+    } : {}, companyId ? {
+        companyId
+    } : {}, dealId ? {
+        dealId
+    } : {});
+    await leadRef.update(_extends({}, stamp, {
+        updatedAt: FieldValue.serverTimestamp()
+    }));
+    /*
+   * The audit line, from the function that did the work (AGL-2622): the
+   * conversion is one act however many records it opened, so it is one
+   * entry, on the lead, in the feed of the site that holds the lead. A
+   * repeat call answered above with the ids it already had wrote nothing
+   * and logs nothing.
+   */ await logHostActivity(hostId, _extends({
+        uid: actor.uid,
+        email: (_actor_email = actor.email) != null ? _actor_email : null
+    }, actor.apiKeyName ? {
+        apiKeyName: actor.apiKeyName
+    } : {}), 'Converted lead', {
+        type: 'lead',
+        id: leadId,
+        name: String((_lead_name = lead['name']) != null ? _lead_name : '') || email
+    });
+    return _extends({
+        ok: true,
+        contactId
+    }, companyId ? {
+        companyId
+    } : {}, dealId ? {
+        dealId
+    } : {}, {
+        alreadyConverted: false
+    });
+}
+
+//# sourceMappingURL=convert-host-lead.js.map

package/src/lib/convert-host-lead.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../libs/tenant/runtime/src/lib/convert-host-lead.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 * A lead becomes a contact, and optionally a company and a deal (AGL-2608,\n * AGL-2627).\n *\n * ## Why one function under two doors\n *\n * The console's convert dialog posts to the CRM plugin's `crm/lead-convert`\n * route, and an integration posts to `POST /v1/leads/{id}/convert`. The two\n * doors authenticate differently — an ID token against the site's role, an\n * API key against its scopes — and answer in different envelopes, but what\n * they DO has to be one thing: a conversion that opened a second deal for\n * one person because two callers reached the same lead through two\n * implementations is the bug this file exists to make impossible. The doors\n * own their transport; this owns the writes.\n *\n * It lives here, in the tenancy runtime, rather than beside the plugin\n * route it came from, because the console's REST layer may not import a\n * feature plugin (the app→addons boundary), while both the plugin and the\n * console may import the runtime — which already holds the capture door\n * and the owner assignment this conversion goes through.\n *\n * ## Why a server function and not four client writes\n *\n * The lead is a host document the browser may edit, and a company or a deal\n * is a client-creatable org document. What the browser cannot do is CREATE A\n * CONTACT: the contacts collection is written only by `captureHostContact`\n * (the runtime's wrapper over `upsertHostContact`, so `contactCreated`\n * fires), because that function is the dedupe — one human, one row, found by\n * normalized address across every site in the org — and the audience-band\n * gate. A client that wrote a contact document of its own would mint a\n * second row for a person the org already holds, and would do it past the\n * band.\n *\n * Once the contact has to come from the server, the rest follows it: the\n * conversion is one act with four writes, and a caller that made three of\n * them and lost the connection before the fourth leaves a lead marked\n * qualified with no contact, or a deal pointing at a contact that was never\n * stamped on the lead. Here the order is fixed — contact, then company, then\n * deal, then the lead — and the lead is stamped LAST, so a lead that carries\n * `convertedContactId` names a contact that exists.\n *\n * ## Idempotent on the lead\n *\n * A lead already carrying `convertedContactId` answers with the ids it has\n * and creates nothing more. A double-click on the dialog's button, a retry\n * after a slow response, or a Zapier zap replaying a step must not open a\n * second deal for one person.\n *\n * ## The actor\n *\n * A signed-in member converting from the console owns what nobody else\n * claimed: their uid is the owner of last resort, written directly rather\n * than through the deliberate reassignment, because they may be staff\n * converting on a workspace's behalf and a roster check would refuse the one\n * person who is actually here. An API key is not a person and is on no\n * roster, so for an `api` actor that last step is skipped and a contact\n * nobody chose an owner for — and no rule assigned — stays unowned, which\n * the console renders honestly as unassigned. Either way the caller has\n * already been authorized by its door; nothing here asks again.\n */\n\nimport {\n  consentGroupScope,\n  CRM_COLLECTIONS,\n  type CrmDealStage,\n  type CrmDealStatus,\n  type CrmLeadFields,\n  type CrmPipeline,\n  crmScopeTokens,\n  DEFAULT_DEAL_STAGES,\n  nameSearchFields,\n  contactFacetPath,\n  normalizeContactEmail,\n  ORG_SCOPE_TOKEN,\n  readContactFacet,\n} from '@aglyn/aglyn/server'\nimport {\n  consentGroupForSite,\n  crmRecordsQuotaForOrg,\n  findContactByEmail,\n  logHostActivity,\n  orgDataCollectionForHost,\n  writeContactCompanyLink,\n} from '@aglyn/tenant-data-admin'\nimport { FieldPath, FieldValue } from 'firebase-admin/firestore'\nimport { assignOwnerForCapture, notifyRecordAssigned } from './assign-contact-owner'\nimport { captureHostContact } from './capture-host-contact'\n\n/** Who is converting, as far as the writes need to know. */\nexport interface LeadConvertActor {\n  /**\n   * What `createdByUid` records on every record the conversion opens, and\n   * who the audit line names. A member's uid, or the literal `'api'` for a\n   * key — the same attribution the REST creates stamp.\n   */\n  uid: string\n  email?: string | null\n  /**\n   * `member`: a signed-in person, who becomes the owner when nobody else\n   * does. `api`: a key, which cannot own a record — see the header.\n   */\n  kind: 'member' | 'api'\n  /**\n   * For an `api` actor, the key's name — what the audit line attributes the\n   * conversion to, since a key has no address to be named by.\n   */\n  apiKeyName?: string | null\n}\n\n/** What a conversion is asked to do. Validated by the door before it gets here. */\nexport interface ConvertHostLeadInput {\n  firestore: FirebaseFirestore.Firestore\n  hostId: string\n  orgId: string\n  /** The org document, as the door resolved it. */\n  org: Record<string, unknown>\n  /** `hosts/{hostId}/leads/{leadId}` — the document id, which is the person key. */\n  leadId: string\n  actor: LeadConvertActor\n  /**\n   * Who owns the resulting contact (and deal). Defaults to the lead's own\n   * owner; failing that the org's assignment rules and the site's default\n   * owner decide (AGL-2618), and failing those a member actor — somebody\n   * converted this person, and a record with no owner is one nobody follows\n   * up.\n   */\n  ownerUid?: string\n  /** Link an existing `orgs/{orgId}/companies/{companyId}`. */\n  companyId?: string\n  /** Or create one. Ignored when `companyId` is given. Already normalized. */\n  createCompany?: { name: string; domain: string | null } | null\n  /** Open a deal in the org's default pipeline. Already normalized. */\n  deal?: {\n    title: string\n    amountCents: number | null\n    /** Lowercase ISO 4217. */\n    currency: string\n    /** A stage of the default pipeline; its first open stage when absent. */\n    stageId?: string\n  } | null\n}\n\n/**\n * Why a conversion did not happen. Each is a state of the data, not a fault\n * of the request — the door has already refused a malformed body — and each\n * leaves the lead unconverted so a retry after the remedy finds it where it\n * was.\n */\nexport type ConvertHostLeadRefusal =\n  /** No document at `hosts/{hostId}/leads/{leadId}`. */\n  | 'unknown-lead'\n  /** The lead's address cannot become a contact. */\n  | 'no-email'\n  /**\n   * The capture door produced no contact — it swallows its own failures and\n   * drops a creation past a Free org's audience band. Nothing was written.\n   */\n  | 'contact-not-created'\n  /**\n   * The site holds an erasure for the lead's address (AGL-2623): the person\n   * asked to be forgotten, and the capture door refuses to rebuild a record\n   * for them — by a conversion as by a form. Nothing was written, and the\n   * lead stays as it was; the erasure removes it when it runs.\n   */\n  | 'erased'\n  /** The CRM records band is full (AGL-2611); the contact stands, nothing more was opened. */\n  | 'band-full'\n  /** `companyId` names no company in this organization. The contact stands. */\n  | 'unknown-company'\n  /** The default pipeline has no stages to open a deal in. The contact stands. */\n  | 'no-stages'\n\nexport type ConvertHostLeadResult =\n  | {\n      ok: true\n      contactId: string\n      companyId?: string\n      dealId?: string\n      /** The lead was converted before this call; nothing was created now. */\n      alreadyConverted: boolean\n    }\n  | { ok: false; reason: ConvertHostLeadRefusal }\n\n/** The stamp the conversion leaves on the lead — see `CrmLeadFields`. */\ntype LeadConversionStamp = Required<\n  Pick<CrmLeadFields, 'status' | 'convertedContactId' | 'convertedAtMs'>\n> &\n  Pick<CrmLeadFields, 'dealId' | 'companyId' | 'ownerUid'>\n\n/**\n * The stage a new deal opens in.\n *\n * The caller's choice when the pipeline has it, otherwise the first OPEN\n * stage by order — a deal created by converting a lead is by definition not\n * yet won or lost, so defaulting to a closed stage would record an outcome\n * nobody reached. A pipeline with no open stage at all falls back to its\n * first stage rather than refusing: the merchant edited their pipeline into\n * that shape, and a conversion that failed because of it would read as a bug\n * in the lead.\n */\nexport function stageForNewDeal(\n  pipeline: Pick<CrmPipeline, 'stages'>,\n  requestedStageId: string | undefined,\n): CrmDealStage | null {\n  const stages = [...(pipeline.stages ?? [])].sort((a, b) => a.order - b.order)\n  if (!stages.length) return null\n  const requested = requestedStageId\n    ? stages.find((stage) => stage.id === requestedStageId)\n    : undefined\n  return requested ?? stages.find((stage) => stage.kind === 'open') ?? stages[0]\n}\n\n/** A stage's kind as the deal's denormalized status. */\nfunction dealStatusForStage(stage: CrmDealStage): CrmDealStatus {\n  return stage.kind === 'won' ? 'won' : stage.kind === 'lost' ? 'lost' : 'open'\n}\n\n/**\n * Convert one lead. Throws only on infrastructure failure; every refusal\n * the data can produce is a `ConvertHostLeadResult`.\n */\nexport async function convertHostLead(\n  input: ConvertHostLeadInput,\n): Promise<ConvertHostLeadResult> {\n  const { firestore, hostId, orgId, org, leadId, actor, createCompany, deal } = input\n  const requestedCompanyId = String(input.companyId ?? '').trim()\n  const leadRef = firestore\n    .collection('hosts')\n    .doc(hostId)\n    .collection('leads')\n    .doc(leadId)\n  const leadSnapshot = await leadRef.get()\n  if (!leadSnapshot.exists) return { ok: false, reason: 'unknown-lead' }\n  const lead = (leadSnapshot.data() ?? {}) as Record<string, unknown> & CrmLeadFields\n  if (lead.convertedContactId) {\n    return {\n      ok: true,\n      contactId: lead.convertedContactId,\n      ...(lead.companyId ? { companyId: lead.companyId } : {}),\n      ...(lead.dealId ? { dealId: lead.dealId } : {}),\n      alreadyConverted: true,\n    }\n  }\n  const email = normalizeContactEmail(lead['email'])\n  if (!email) return { ok: false, reason: 'no-email' }\n\n  const group = await consentGroupForSite(hostId, org)\n  const visibleTo = crmScopeTokens(org, group)\n  /*\n   * What the CALLER may read, for the company-by-domain reuse below: their\n   * group's own tokens plus `org`, exactly the set the console's listeners\n   * filter on. A company outside it is one they could not open, so linking\n   * a contact to it would point at a record the page then 404s on.\n   */\n  const readableTokens = new Set<string>([\n    ORG_SCOPE_TOKEN,\n    ...consentGroupScope(group),\n  ])\n  /*\n   * THE OWNER A PERSON CHOSE, when one did: the converter's pick, else\n   * whoever was already working the lead. Handed to the capture as the\n   * facet's owner, which is what tells the capture's own assignment pass\n   * to stand down — a person's choice outranks a rule. When nobody chose,\n   * the facet names no owner and the pass runs the org's rules and the\n   * site's default for a contact it creates (AGL-2618).\n   */\n  const pickedOwner = String(input.ownerUid ?? '').trim()\n  const chosenOwner =\n    pickedOwner || (typeof lead.ownerUid === 'string' ? lead.ownerUid : '')\n  const now = Date.now()\n  const leadName = typeof lead['name'] === 'string' ? lead['name'] : undefined\n\n  /*==========================================\n   * 1. THE CONTACT — through the one door that dedupes and meters.\n   *\n   * `source: 'manual'` because a person converted this lead by hand, and\n   * the source filter should say so; the interaction names the lead so the\n   * contact's timeline can be walked back to what was captured. The facet\n   * carries the stage and the owner, which is what makes this a sales\n   * record rather than another form capture.\n   *=========================================*/\n  const captured = await captureHostContact({\n    hostId,\n    email,\n    ...(leadName ? { name: leadName } : {}),\n    source: 'manual',\n    interaction: { summary: 'Converted from a lead', refId: leadId },\n    facet: {\n      lifecycleStage: 'sales-qualified',\n      ...(chosenOwner ? { ownerUid: chosenOwner } : {}),\n    },\n  })\n  /*\n   * The one verdict of the door's that is named here. Its other refusals —\n   * the band, an address it will not take, its own swallowed error — all\n   * read the same from this side: no row to find below, answered as\n   * `contact-not-created`. An erasure is different in kind: not a limit the\n   * org can lift or a fault in the request but a decision the workspace made\n   * about this person, and a caller told \"the band may be full\" would retry\n   * against it forever.\n   */\n  if (captured && 'refused' in captured && captured.refused === 'erased') {\n    return { ok: false, reason: 'erased' }\n  }\n  const contactsRef = await orgDataCollectionForHost(hostId, 'contacts')\n  /*\n   * The same resolution the capture door just made (AGL-2625): the\n   * address index first, so a lead whose address is an ALTERNATE on a\n   * merged contact converts into the survivor the capture landed on\n   * rather than reading as a contact the band dropped.\n   */\n  const contactSnapshot = await findContactByEmail(contactsRef, email)\n  if (!contactSnapshot) return { ok: false, reason: 'contact-not-created' }\n  const contactRef = contactSnapshot.ref\n  const contactId = contactSnapshot.id\n  const contactData = (contactSnapshot.data() ?? {}) as Record<string, unknown>\n  const orgRef = firestore.collection('orgs').doc(orgId)\n  /*\n   * THE RECORDS BAND (AGL-2611), asked before each record this conversion\n   * CREATES. The contact went through the capture door, which refuses at\n   * the band on its own; a company and a deal are records of the same\n   * band, and on a Free org at its hundred the honest answer is the one\n   * the drawers give — refuse, write nothing more, and leave the lead\n   * unconverted so a retry after the upgrade finds it where it was. The\n   * contact step 1 captured stays: it is one person's record, and a second\n   * conversion merges onto it rather than making another. Measured fresh\n   * each time because the company created in step 2 is itself a record.\n   */\n  const bandFull = async () => {\n    const room = await crmRecordsQuotaForOrg(org as never, orgRef)\n    return !room.allowed\n  }\n\n  /*\n   * WHOSE THE CONTACT IS, now that it exists. The capture wrote the chosen\n   * owner, or its pass assigned one to a contact it created; a contact\n   * the org already held with no owner has had neither, so the same pass\n   * is asked once more — it touches only a record with no owner and\n   * answers `unchanged` for one that has — and a member actor is the last\n   * resort. A colleague the converter picked is told; the lead's existing\n   * owner and the caller are not, having chosen for themselves.\n   */\n  let ownerUid = readContactFacet(contactData, group.groupId).ownerUid ?? ''\n  if (!ownerUid) {\n    const assigned = await assignOwnerForCapture({\n      hostId,\n      contactId,\n      email,\n      source: 'manual',\n      actorUid: actor.kind === 'member' ? actor.uid : null,\n    })\n    if (assigned.outcome !== 'none') ownerUid = assigned.ownerUid\n  }\n  if (!ownerUid && actor.kind === 'member') {\n    ownerUid = actor.uid\n    await contactRef.update({\n      [contactFacetPath(group.groupId, 'ownerUid')]: ownerUid,\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n  } else if (ownerUid && pickedOwner && pickedOwner === ownerUid) {\n    await notifyRecordAssigned({\n      hostId,\n      orgId,\n      ownerUid,\n      actorUid: actor.kind === 'member' ? actor.uid : null,\n      record: { kind: 'contact', id: contactId },\n      who: leadName || email,\n    })\n  }\n\n  /*==========================================\n   * 2. THE COMPANY — linked, found by domain, or created.\n   *=========================================*/\n  let companyId: string | undefined\n  if (requestedCompanyId) {\n    const companySnapshot = await orgRef\n      .collection(CRM_COLLECTIONS.companies)\n      .doc(requestedCompanyId)\n      .get()\n    if (!companySnapshot.exists) return { ok: false, reason: 'unknown-company' }\n    companyId = requestedCompanyId\n  } else if (createCompany) {\n    if (createCompany.domain) {\n      /*\n       * FIND BEFORE CREATE. The domain is the key two contacts at one\n       * business share, and a second company document for `acme.com`\n       * would split the account the key exists to join. Only a company the\n       * caller can see counts as found — see `readableTokens`.\n       */\n      const byDomain = await orgRef\n        .collection(CRM_COLLECTIONS.companies)\n        .where('domain', '==', createCompany.domain)\n        .limit(5)\n        .get()\n      const visible = byDomain.docs.find((snapshot) => {\n        const tokens = snapshot.get('visibleTo')\n        return (\n          Array.isArray(tokens) &&\n          tokens.some((token) => readableTokens.has(String(token)))\n        )\n      })\n      if (visible) companyId = visible.id\n    }\n    if (!companyId) {\n      if (await bandFull()) return { ok: false, reason: 'band-full' }\n      const created = await orgRef.collection(CRM_COLLECTIONS.companies).add({\n        ...nameSearchFields(createCompany.name),\n        ...(createCompany.domain ? { domain: createCompany.domain } : {}),\n        ...(ownerUid ? { ownerUid } : {}),\n        visibleTo,\n        hostId,\n        createdByUid: actor.uid,\n        createdAt: FieldValue.serverTimestamp(),\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      companyId = created.id\n    }\n  }\n  if (companyId) {\n    /*\n     * The one link writer (AGL-2613): the holder's facet field the contact\n     * record reads, the queryable top-level mirror the company's contacts\n     * card filters on, and the company's contacts count — planned from\n     * the row as the capture left it, so a person the org already held\n     * under another company is MOVED rather than counted twice.\n     */\n    await writeContactCompanyLink({\n      firestore,\n      contactRef,\n      contact: contactData,\n      companiesRef: orgRef.collection(CRM_COLLECTIONS.companies),\n      groupId: group.groupId,\n      companyId,\n    })\n  }\n\n  /*==========================================\n   * 3. THE DEAL — in the default pipeline, seeded if the org has none.\n   *=========================================*/\n  let dealId: string | undefined\n  if (deal) {\n    const pipelinesRef = orgRef.collection(CRM_COLLECTIONS.pipelines)\n    let pipelineId: string\n    let pipeline: Pick<CrmPipeline, 'stages'>\n    const defaults = await pipelinesRef\n      .where('isDefault', '==', true)\n      .limit(1)\n      .get()\n    if (!defaults.empty) {\n      pipelineId = defaults.docs[0].id\n      pipeline = defaults.docs[0].data() as CrmPipeline\n    } else {\n      /*\n       * The deals section's own read shape, so the two agree on which\n       * pipeline \"the org's pipeline\" is when none is flagged default: the\n       * first by document id of a bounded window. Seeding a SECOND pipeline\n       * here while one exists unflagged would leave the merchant with two\n       * boards and their deals split between them.\n       */\n      const any = await pipelinesRef\n        .orderBy(FieldPath.documentId())\n        .limit(20)\n        .get()\n      if (!any.empty) {\n        pipelineId = any.docs[0].id\n        pipeline = any.docs[0].data() as CrmPipeline\n      } else {\n        // Exactly what the Deals section seeds: one `Sales` pipeline\n        // carrying a COPY of the default stages, flagged default.\n        const seeded: Omit<CrmPipeline, 'createdAt' | 'updatedAt'> = {\n          name: 'Sales',\n          stages: [...DEFAULT_DEAL_STAGES],\n          isDefault: true,\n          visibleTo,\n          hostId,\n        }\n        const created = await pipelinesRef.add({\n          ...seeded,\n          createdByUid: actor.uid,\n          createdAt: FieldValue.serverTimestamp(),\n          updatedAt: FieldValue.serverTimestamp(),\n        })\n        pipelineId = created.id\n        pipeline = seeded\n      }\n    }\n    const stage = stageForNewDeal(pipeline, deal.stageId)\n    if (!stage) return { ok: false, reason: 'no-stages' }\n    if (await bandFull()) return { ok: false, reason: 'band-full' }\n    const created = await orgRef.collection(CRM_COLLECTIONS.deals).add({\n      title: deal.title,\n      titleLower: deal.title.toLowerCase(),\n      pipelineId,\n      stageId: stage.id,\n      status: dealStatusForStage(stage),\n      ...(deal.amountCents !== null ? { amountCents: deal.amountCents } : {}),\n      currency: deal.currency,\n      stageChangedAtMs: now,\n      ...(ownerUid ? { ownerUid } : {}),\n      contactId,\n      ...(companyId ? { companyId } : {}),\n      visibleTo,\n      hostId,\n      createdByUid: actor.uid,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    dealId = created.id\n  }\n\n  /*==========================================\n   * 4. THE LEAD — stamped last, once everything it names exists.\n   *=========================================*/\n  const stamp: LeadConversionStamp = {\n    status: 'qualified',\n    convertedContactId: contactId,\n    convertedAtMs: now,\n    ...(ownerUid ? { ownerUid } : {}),\n    ...(companyId ? { companyId } : {}),\n    ...(dealId ? { dealId } : {}),\n  }\n  await leadRef.update({ ...stamp, updatedAt: FieldValue.serverTimestamp() })\n\n  /*\n   * The audit line, from the function that did the work (AGL-2622): the\n   * conversion is one act however many records it opened, so it is one\n   * entry, on the lead, in the feed of the site that holds the lead. A\n   * repeat call answered above with the ids it already had wrote nothing\n   * and logs nothing.\n   */\n  await logHostActivity(\n    hostId,\n    {\n      uid: actor.uid,\n      email: actor.email ?? null,\n      ...(actor.apiKeyName ? { apiKeyName: actor.apiKeyName } : {}),\n    },\n    'Converted lead',\n    { type: 'lead', id: leadId, name: String(lead['name'] ?? 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package/src/lib/defer-lazy-panels.d.ts

@@ -0,0 +1,58 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+/**
+ * Withholds the node definitions inside lazy tab panels that will not mount on
+ * first render (AGL-1285).
+ *
+ * Lazy mounting (AGL-1283) already stops a Tabs container rendering anything
+ * but the selected panel. The document did not follow: every panel's nodes were
+ * still serialized into the page. On `/pricing` that is 1,489 of 2,523 nodes —
+ * eight copies of a 50-row table — and the RSC payload is 63% of the page's
+ * gzipped weight, so the render knowing they are unneeded was worth nothing.
+ *
+ * This prunes them server-side. The panel node stays (its tab, its aria wiring
+ * and its `label` are all still needed); only its subtree is withheld, and the
+ * panel is marked so the client can fetch the rest when the reader first opens
+ * one.
+ *
+ * Lazy is the DEFAULT (AGL-1283 option 3), so this prunes every multi-panel
+ * Tabs unless the author set `ssrPanels` — the same predicate the client
+ * mount uses (`tabs.tsx`), and the two MUST agree: a panel this function
+ * withholds that the client would render arrives empty, and a panel it ships
+ * that the client defers is payload for nothing. The legacy `lazyPanels`
+ * opt-in is subsumed by the default and no longer consulted.
+ *
+ * WHICH panel survives follows the author's `opensOn` (AGL-3164) by the same
+ * rule the element applies, for the same reason: the tab that opens first is
+ * the one whose panel has to be in the page source, or the page paints an
+ * empty panel and fills it after a round trip.
+ *
+ * SEO note: withheld content is not in the HTML. Where a panel holds content
+ * that appears nowhere else on the page and must reach crawlers, `ssrPanels`
+ * is the escape hatch — it keeps the panels in the payload AND in the markup.
+ */
+/** Marks a panel whose children were withheld. */
+export declare const DEFERRED_PANEL_PROP = "aglynDeferred";
+export interface DeferLazyPanelsResult {
+    /** A NEW node map; the input is never mutated. */
+    nodes: Record<string, any>;
+    /** Panel node ids whose children were withheld. */
+    deferredPanelIds: string[];
+    /** Node definitions removed. */
+    removed: number;
+}
+export declare function deferLazyPanelNodes(nodes: Record<string, any> | null | undefined): DeferLazyPanelsResult;