@aglyn/tenant-runtime 1.0.0-beta.152 → 1.0.0-beta.153

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/tenant-runtime",
-  "version": "1.0.0-beta.152",
+  "version": "1.0.0-beta.153",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,8 +25,8 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.152",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.152",
+    "@aglyn/aglyn": "1.0.0-beta.153",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.153",
     "@swc/helpers": "0.5.23"
   },
   "peerDependencies": {

package/src/lib/capture-host-contact.d.ts

@@ -69,6 +69,12 @@ import type { HostEventPayload } from './host-event-listeners';
  * because the created-report carries the identity and not the routing.
  * It never rejects either; a record it could not assign is one somebody
  * assigns by hand, which is what every record was before this existed.
+ *
+ * What this does NOT do is close a lead (AGL-3232): a lead is the CRM's
+ * record, and which relationship closes one is the CRM's rule, answered in
+ * its capture writer for the doors that report through the capture seam.
+ * The order doors call this directly and close nothing — a buyer with an
+ * open lead is a lead the rep converts, as in Salesforce.
  */
 export declare function captureHostContact(options: Omit<UpsertHostContactOptions, 'onCreated'>): Promise<UpsertHostContactVerdict>;
 /**

package/src/lib/capture-host-contact.js

@@ -71,6 +71,12 @@ import { emitHostEvent } from "./emit-host-event.js";
  * because the created-report carries the identity and not the routing.
  * It never rejects either; a record it could not assign is one somebody
  * assigns by hand, which is what every record was before this existed.
+ *
+ * What this does NOT do is close a lead (AGL-3232): a lead is the CRM's
+ * record, and which relationship closes one is the CRM's rule, answered in
+ * its capture writer for the doors that report through the capture seam.
+ * The order doors call this directly and close nothing — a buyer with an
+ * open lead is a lead the rep converts, as in Salesforce.
  */ export async function captureHostContact(options) {
     return upsertHostContact(_extends({}, options, {
         onCreated: async (created)=>{

package/src/lib/capture-host-contact.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/tenant/runtime/src/lib/capture-host-contact.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  type HostContactCreated,\n  upsertHostContact,\n  type UpsertHostContactOptions,\n  type UpsertHostContactVerdict,\n} from '@aglyn/tenant-data-admin'\nimport { assignOwnerForCapture } from './assign-contact-owner'\nimport { associateCompanyByDomain } from './associate-company-by-domain'\nimport { emitHostEvent } from './emit-host-event'\nimport type { HostEventPayload } from './host-event-listeners'\n\n/**\n * THE contact capture door for a server path (AGL-2605).\n *\n * `upsertHostContact` writes the contact and reports, through its\n * `onCreated` hook, when the write made a NEW person. This wrapper is the\n * one place that hook is bound to `contactCreated`, and it is the function\n * every server door calls — the forms route, the membership and newsletter\n * handlers, the order and booking webhooks. A door that calls\n * `upsertHostContact` directly still captures the contact and fires nothing,\n * which is a contact no automation can welcome; `capture-host-contact.spec`\n * scans for exactly that call.\n *\n * ## Why the binding lives here and not in the data library\n *\n * What listens for the event — the automation engine among them — imports\n * the data library for its Firestore handle, its org helpers and its\n * senders. The data library emitting an event would import the listeners\n * back, which is a cycle, and the module boundaries (`scope:data` depends on\n * data and util only) refuse it in any case. So the lower layer reports a\n * fact and this layer, which already knows how to announce one, announces\n * it. The alternative — a sink the runtime registers into when its module\n * happens to be imported — would fire only in a process that had loaded the\n * runtime, and a Stripe webhook that created a contact in a process that had\n * not would announce nothing with no error anywhere. The listeners themselves\n * are registered by a call made at boot (`host-event-listeners.ts`), so every\n * process has them before its first request.\n *\n * Fire-and-forget in the same sense the capture itself is: the hook's\n * failure is caught inside `upsertHostContact`, so a runner that throws\n * costs the door nothing, and this function never rejects.\n *\n * ## The company, before the announcement (AGL-2613)\n *\n * A new person with a work email address is linked to the company at that\n * domain here, in the same hook, BEFORE `contactCreated` goes out — so an\n * automation that reads the new contact finds them already filed, rather\n * than racing a link that lands a moment later. Only when the door did not\n * name a company itself: the console's drawer and an import row that\n * carried one have written it into the facet, and the capture must not\n * second-guess a person's choice with a domain match. The association never\n * rejects, and its own catch keeps a failed lookup from costing the event.\n *\n * ## The owner, on the same terms (AGL-2618)\n *\n * Then the org's assignment rules and the site's default owner decide who\n * follows the new person up — again before `contactCreated`, so an\n * automation's \"create a task for the owner\" finds one — and again only\n * when the door named none: a drawer, an import column or a conversion\n * that picked an owner has said whose the record is. The pass reads the\n * form and the tags off the same options the data library was handed,\n * because the created-report carries the identity and not the routing.\n * It never rejects either; a record it could not assign is one somebody\n * assigns by hand, which is what every record was before this existed.\n */\nexport async function captureHostContact(\n  options: Omit<UpsertHostContactOptions, 'onCreated'>,\n): Promise<UpsertHostContactVerdict> {\n  return upsertHostContact({\n    ...options,\n    onCreated: async (created) => {\n      if (!options.facet?.companyId) {\n        await associateCompanyByDomain(created).catch((error: unknown) => {\n          console.error('captureHostContact company association failed', error)\n        })\n      }\n      if (!options.facet?.ownerUid) {\n        await assignOwnerForCapture({\n          hostId: created.hostId,\n          contactId: created.contactId,\n          email: created.email,\n          source: created.source,\n          formId: options.interaction.formId ?? null,\n          tags: options.tags,\n        }).catch((error: unknown) => {\n          console.error('captureHostContact owner assignment failed', error)\n        })\n      }\n      await emitHostEvent(\n        created.hostId,\n        'contactCreated',\n        contactCreatedPayload(created, options.interaction.formId),\n      )\n    },\n  })\n}\n\n/**\n * The `contactCreated` payload, as the scalars an event may carry.\n *\n * `HostEventPayload` holds strings, numbers and booleans and nothing\n * nested, because the payload seeds an expression scope and a condition\n * editor whose operators compare strings. So `campaignIds` rides as one\n * comma-joined string — `contains` still finds a campaign in it — and is\n * present only when the capture had campaigns, so `notEmpty` on it reads\n * as \"came in through a campaign form\". `name` and `lifecycleStage` are\n * always present, empty when the door had none, so a condition on either\n * never sees a missing key: `lifecycleStage == \"lead\"` is the filter that\n * picks the form captures out of the sign-ups (AGL-2612).\n *\n * `formId` rides the same way `campaignIds` does — present only when the\n * capture came through a form — because the created-report carries the\n * person's identity and not the routing, and the form is routing: it is\n * read off the interaction the door was handed. Present, it is what lets a\n * condition say `formId` equals this form and no other (AGL-2626); absent,\n * `notEmpty` on it reads as \"came in through a form\".\n */\nexport function contactCreatedPayload(\n  created: HostContactCreated,\n  formId?: string | null,\n): HostEventPayload {\n  const form = String(formId ?? '').trim()\n  return {\n    contactId: created.contactId,\n    email: created.email,\n    name: created.name ?? '',\n    source: created.source,\n    hostId: created.hostId,\n    lifecycleStage: created.lifecycleStage ?? '',\n    ...(created.campaignIds.length\n      ? { campaignIds: created.campaignIds.join(',') }\n      : {}),\n    ...(form ? { formId: form } : {}),\n  }\n}\n\nexport default captureHostContact\n"],"names":["upsertHostContact","assignOwnerForCapture","associateCompanyByDomain","emitHostEvent","captureHostContact","options","onCreated","created","facet","companyId","catch","error","console","ownerUid","hostId","contactId","email","source","formId","interaction","tags","contactCreatedPayload","form","String","trim","name","lifecycleStage","campaignIds","length","join"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAEEA,iBAAiB,QAGZ,2BAA0B;AACjC,SAASC,qBAAqB,QAAQ,4BAAwB;AAC9D,SAASC,wBAAwB,QAAQ,mCAA+B;AACxE,SAASC,aAAa,QAAQ,uBAAmB;AAGjD;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAqDC,GACD,OAAO,eAAeC,mBACpBC,OAAoD;IAEpD,OAAOL,kBAAkB,aACpBK;QACHC,WAAW,OAAOC;gBACXF,gBAKAA;YALL,IAAI,GAACA,iBAAAA,QAAQG,KAAK,qBAAbH,eAAeI,SAAS,GAAE;gBAC7B,MAAMP,yBAAyBK,SAASG,KAAK,CAAC,CAACC;oBAC7CC,QAAQD,KAAK,CAAC,iDAAiDA;gBACjE;YACF;YACA,IAAI,GAACN,kBAAAA,QAAQG,KAAK,qBAAbH,gBAAeQ,QAAQ,GAAE;oBAMlBR;gBALV,MAAMJ,sBAAsB;oBAC1Ba,QAAQP,QAAQO,MAAM;oBACtBC,WAAWR,QAAQQ,SAAS;oBAC5BC,OAAOT,QAAQS,KAAK;oBACpBC,QAAQV,QAAQU,MAAM;oBACtBC,MAAM,GAAEb,8BAAAA,QAAQc,WAAW,CAACD,MAAM,YAA1Bb,8BAA8B;oBACtCe,MAAMf,QAAQe,IAAI;gBACpB,GAAGV,KAAK,CAAC,CAACC;oBACRC,QAAQD,KAAK,CAAC,8CAA8CA;gBAC9D;YACF;YACA,MAAMR,cACJI,QAAQO,MAAM,EACd,kBACAO,sBAAsBd,SAASF,QAAQc,WAAW,CAACD,MAAM;QAE7D;;AAEJ;AAEA;;;;;;;;;;;;;;;;;;;CAmBC,GACD,OAAO,SAASG,sBACdd,OAA2B,EAC3BW,MAAsB;QAMdX,eAGUA;IAPlB,MAAMe,OAAOC,OAAOL,iBAAAA,SAAU,IAAIM,IAAI;IACtC,OAAO;QACLT,WAAWR,QAAQQ,SAAS;QAC5BC,OAAOT,QAAQS,KAAK;QACpBS,IAAI,GAAElB,gBAAAA,QAAQkB,IAAI,YAAZlB,gBAAgB;QACtBU,QAAQV,QAAQU,MAAM;QACtBH,QAAQP,QAAQO,MAAM;QACtBY,cAAc,GAAEnB,0BAAAA,QAAQmB,cAAc,YAAtBnB,0BAA0B;OACtCA,QAAQoB,WAAW,CAACC,MAAM,GAC1B;QAAED,aAAapB,QAAQoB,WAAW,CAACE,IAAI,CAAC;IAAK,IAC7C,CAAC,GACDP,OAAO;QAAEJ,QAAQI;IAAK,IAAI,CAAC;AAEnC;AAEA,eAAelB,mBAAkB"}
+{"version":3,"sources":["../../../../../../libs/tenant/runtime/src/lib/capture-host-contact.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  type HostContactCreated,\n  upsertHostContact,\n  type UpsertHostContactOptions,\n  type UpsertHostContactVerdict,\n} from '@aglyn/tenant-data-admin'\nimport { assignOwnerForCapture } from './assign-contact-owner'\nimport { associateCompanyByDomain } from './associate-company-by-domain'\nimport { emitHostEvent } from './emit-host-event'\nimport type { HostEventPayload } from './host-event-listeners'\n\n/**\n * THE contact capture door for a server path (AGL-2605).\n *\n * `upsertHostContact` writes the contact and reports, through its\n * `onCreated` hook, when the write made a NEW person. This wrapper is the\n * one place that hook is bound to `contactCreated`, and it is the function\n * every server door calls — the forms route, the membership and newsletter\n * handlers, the order and booking webhooks. A door that calls\n * `upsertHostContact` directly still captures the contact and fires nothing,\n * which is a contact no automation can welcome; `capture-host-contact.spec`\n * scans for exactly that call.\n *\n * ## Why the binding lives here and not in the data library\n *\n * What listens for the event — the automation engine among them — imports\n * the data library for its Firestore handle, its org helpers and its\n * senders. The data library emitting an event would import the listeners\n * back, which is a cycle, and the module boundaries (`scope:data` depends on\n * data and util only) refuse it in any case. So the lower layer reports a\n * fact and this layer, which already knows how to announce one, announces\n * it. The alternative — a sink the runtime registers into when its module\n * happens to be imported — would fire only in a process that had loaded the\n * runtime, and a Stripe webhook that created a contact in a process that had\n * not would announce nothing with no error anywhere. The listeners themselves\n * are registered by a call made at boot (`host-event-listeners.ts`), so every\n * process has them before its first request.\n *\n * Fire-and-forget in the same sense the capture itself is: the hook's\n * failure is caught inside `upsertHostContact`, so a runner that throws\n * costs the door nothing, and this function never rejects.\n *\n * ## The company, before the announcement (AGL-2613)\n *\n * A new person with a work email address is linked to the company at that\n * domain here, in the same hook, BEFORE `contactCreated` goes out — so an\n * automation that reads the new contact finds them already filed, rather\n * than racing a link that lands a moment later. Only when the door did not\n * name a company itself: the console's drawer and an import row that\n * carried one have written it into the facet, and the capture must not\n * second-guess a person's choice with a domain match. The association never\n * rejects, and its own catch keeps a failed lookup from costing the event.\n *\n * ## The owner, on the same terms (AGL-2618)\n *\n * Then the org's assignment rules and the site's default owner decide who\n * follows the new person up — again before `contactCreated`, so an\n * automation's \"create a task for the owner\" finds one — and again only\n * when the door named none: a drawer, an import column or a conversion\n * that picked an owner has said whose the record is. The pass reads the\n * form and the tags off the same options the data library was handed,\n * because the created-report carries the identity and not the routing.\n * It never rejects either; a record it could not assign is one somebody\n * assigns by hand, which is what every record was before this existed.\n *\n * What this does NOT do is close a lead (AGL-3232): a lead is the CRM's\n * record, and which relationship closes one is the CRM's rule, answered in\n * its capture writer for the doors that report through the capture seam.\n * The order doors call this directly and close nothing — a buyer with an\n * open lead is a lead the rep converts, as in Salesforce.\n */\nexport async function captureHostContact(\n  options: Omit<UpsertHostContactOptions, 'onCreated'>,\n): Promise<UpsertHostContactVerdict> {\n  return upsertHostContact({\n    ...options,\n    onCreated: async (created) => {\n      if (!options.facet?.companyId) {\n        await associateCompanyByDomain(created).catch((error: unknown) => {\n          console.error('captureHostContact company association failed', error)\n        })\n      }\n      if (!options.facet?.ownerUid) {\n        await assignOwnerForCapture({\n          hostId: created.hostId,\n          contactId: created.contactId,\n          email: created.email,\n          source: created.source,\n          formId: options.interaction.formId ?? null,\n          tags: options.tags,\n        }).catch((error: unknown) => {\n          console.error('captureHostContact owner assignment failed', error)\n        })\n      }\n      await emitHostEvent(\n        created.hostId,\n        'contactCreated',\n        contactCreatedPayload(created, options.interaction.formId),\n      )\n    },\n  })\n}\n\n/**\n * The `contactCreated` payload, as the scalars an event may carry.\n *\n * `HostEventPayload` holds strings, numbers and booleans and nothing\n * nested, because the payload seeds an expression scope and a condition\n * editor whose operators compare strings. So `campaignIds` rides as one\n * comma-joined string — `contains` still finds a campaign in it — and is\n * present only when the capture had campaigns, so `notEmpty` on it reads\n * as \"came in through a campaign form\". `name` and `lifecycleStage` are\n * always present, empty when the door had none, so a condition on either\n * never sees a missing key: `lifecycleStage == \"lead\"` is the filter that\n * picks the form captures out of the sign-ups (AGL-2612).\n *\n * `formId` rides the same way `campaignIds` does — present only when the\n * capture came through a form — because the created-report carries the\n * person's identity and not the routing, and the form is routing: it is\n * read off the interaction the door was handed. Present, it is what lets a\n * condition say `formId` equals this form and no other (AGL-2626); absent,\n * `notEmpty` on it reads as \"came in through a form\".\n */\nexport function contactCreatedPayload(\n  created: HostContactCreated,\n  formId?: string | null,\n): HostEventPayload {\n  const form = String(formId ?? '').trim()\n  return {\n    contactId: created.contactId,\n    email: created.email,\n    name: created.name ?? '',\n    source: created.source,\n    hostId: created.hostId,\n    lifecycleStage: created.lifecycleStage ?? '',\n    ...(created.campaignIds.length\n      ? { campaignIds: created.campaignIds.join(',') }\n      : {}),\n    ...(form ? { formId: form } : {}),\n  }\n}\n\nexport default captureHostContact\n"],"names":["upsertHostContact","assignOwnerForCapture","associateCompanyByDomain","emitHostEvent","captureHostContact","options","onCreated","created","facet","companyId","catch","error","console","ownerUid","hostId","contactId","email","source","formId","interaction","tags","contactCreatedPayload","form","String","trim","name","lifecycleStage","campaignIds","length","join"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAEEA,iBAAiB,QAGZ,2BAA0B;AACjC,SAASC,qBAAqB,QAAQ,4BAAwB;AAC9D,SAASC,wBAAwB,QAAQ,mCAA+B;AACxE,SAASC,aAAa,QAAQ,uBAAmB;AAGjD;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA2DC,GACD,OAAO,eAAeC,mBACpBC,OAAoD;IAEpD,OAAOL,kBAAkB,aACpBK;QACHC,WAAW,OAAOC;gBACXF,gBAKAA;YALL,IAAI,GAACA,iBAAAA,QAAQG,KAAK,qBAAbH,eAAeI,SAAS,GAAE;gBAC7B,MAAMP,yBAAyBK,SAASG,KAAK,CAAC,CAACC;oBAC7CC,QAAQD,KAAK,CAAC,iDAAiDA;gBACjE;YACF;YACA,IAAI,GAACN,kBAAAA,QAAQG,KAAK,qBAAbH,gBAAeQ,QAAQ,GAAE;oBAMlBR;gBALV,MAAMJ,sBAAsB;oBAC1Ba,QAAQP,QAAQO,MAAM;oBACtBC,WAAWR,QAAQQ,SAAS;oBAC5BC,OAAOT,QAAQS,KAAK;oBACpBC,QAAQV,QAAQU,MAAM;oBACtBC,MAAM,GAAEb,8BAAAA,QAAQc,WAAW,CAACD,MAAM,YAA1Bb,8BAA8B;oBACtCe,MAAMf,QAAQe,IAAI;gBACpB,GAAGV,KAAK,CAAC,CAACC;oBACRC,QAAQD,KAAK,CAAC,8CAA8CA;gBAC9D;YACF;YACA,MAAMR,cACJI,QAAQO,MAAM,EACd,kBACAO,sBAAsBd,SAASF,QAAQc,WAAW,CAACD,MAAM;QAE7D;;AAEJ;AAEA;;;;;;;;;;;;;;;;;;;CAmBC,GACD,OAAO,SAASG,sBACdd,OAA2B,EAC3BW,MAAsB;QAMdX,eAGUA;IAPlB,MAAMe,OAAOC,OAAOL,iBAAAA,SAAU,IAAIM,IAAI;IACtC,OAAO;QACLT,WAAWR,QAAQQ,SAAS;QAC5BC,OAAOT,QAAQS,KAAK;QACpBS,IAAI,GAAElB,gBAAAA,QAAQkB,IAAI,YAAZlB,gBAAgB;QACtBU,QAAQV,QAAQU,MAAM;QACtBH,QAAQP,QAAQO,MAAM;QACtBY,cAAc,GAAEnB,0BAAAA,QAAQmB,cAAc,YAAtBnB,0BAA0B;OACtCA,QAAQoB,WAAW,CAACC,MAAM,GAC1B;QAAED,aAAapB,QAAQoB,WAAW,CAACE,IAAI,CAAC;IAAK,IAC7C,CAAC,GACDP,OAAO;QAAEJ,QAAQI;IAAK,IAAI,CAAC;AAEnC;AAEA,eAAelB,mBAAkB"}

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

@@ -73,11 +73,12 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * 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 { consentGroupScope, CRM_COLLECTIONS, crmScopeTokens, DEFAULT_DEAL_STAGES, nameSearchFields, contactFacetPath, normalizeContactEmail, ORG_SCOPE_TOKEN, readContactFacet, readMarketingBasis, soloConsentGroup } 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";
+import { handOffLeadRecords } from "./hand-off-lead.js";
 /**
  * The stage a new deal opens in.
  *
@@ -161,7 +162,18 @@ import { captureHostContact } from "./capture-host-contact.js";
    * 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({
+   *
+   * THE LEAD'S OWN PROFILE TRAVELS WITH IT (AGL-3233), the way Salesforce
+   * hands a lead's fields to the contact: phone, title, address, the
+   * company as text (until step 2 links a record, whose own name then
+   * replaces it), tags, and the marketing basis the lead recorded — the
+   * person ticked the box on the lead, and a conversion must not be the
+   * moment they lose it. Only what the lead holds is handed over; a value
+   * the contact already carries is the contact's, because the capture door
+   * writes a profile field only where the facet has none.
+   *=========================================*/ const leadTags = Array.isArray(lead.tags) ? lead.tags.map(String) : [];
+    const leadConsent = readMarketingBasis(lead, soloConsentGroup(hostId));
+    const captured = await captureHostContact(_extends({
         hostId,
         email
     }, leadName ? {
@@ -171,11 +183,24 @@ import { captureHostContact } from "./capture-host-contact.js";
         interaction: {
             summary: 'Converted from a lead',
             refId: leadId
-        },
+        }
+    }, leadConsent.basis === 'granted' ? {
+        marketingConsent: true
+    } : {}, leadTags.length ? {
+        tags: leadTags
+    } : {}, {
         facet: _extends({
             lifecycleStage: 'sales-qualified'
         }, chosenOwner ? {
             ownerUid: chosenOwner
+        } : {}, typeof lead.phone === 'string' && lead.phone ? {
+            phone: lead.phone
+        } : {}, typeof lead.jobTitle === 'string' && lead.jobTitle ? {
+            jobTitle: lead.jobTitle
+        } : {}, lead.address && typeof lead.address === 'object' ? {
+            address: lead.address
+        } : {}, typeof lead.company === 'string' && lead.company ? {
+            companyName: lead.company
         } : {})
     }));
     /*
@@ -270,18 +295,26 @@ import { captureHostContact } from "./capture-host-contact.js";
         };
         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)=>{
+        /*
+     * FIND BEFORE CREATE. The NAME first (AGL-3233): a lead names its
+     * company as text, and a company the org already files under that
+     * name is the account, whatever domain it carries. Then the domain,
+     * the key two contacts at one business share — 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 visibleAmong = (snapshots)=>{
+            var _snapshots_find;
+            return (_snapshots_find = snapshots.find((snapshot)=>{
                 const tokens = snapshot.get('visibleTo');
                 return Array.isArray(tokens) && tokens.some((token)=>readableTokens.has(String(token)));
-            });
-            if (visible) companyId = visible.id;
+            })) == null ? void 0 : _snapshots_find.id;
+        };
+        const byName = await orgRef.collection(CRM_COLLECTIONS.companies).where('nameLower', '==', createCompany.name.toLowerCase()).limit(5).get();
+        companyId = visibleAmong(byName.docs);
+        if (!companyId && createCompany.domain) {
+            const byDomain = await orgRef.collection(CRM_COLLECTIONS.companies).where('domain', '==', createCompany.domain).limit(5).get();
+            companyId = visibleAmong(byDomain.docs);
         }
         if (!companyId) {
             if (await bandFull()) return {
@@ -413,6 +446,21 @@ import { captureHostContact } from "./capture-host-contact.js";
         updatedAt: FieldValue.serverTimestamp()
     }));
     /*
+   * WHAT THE LEAD HANDS OVER (AGL-3233): its activities and tasks gain the
+   * contact, and every plugin with a listener — Sequences, for an
+   * enrollment naming the lead — re-points its own records. After the
+   * stamp, so a listener reading the lead finds the conversion on it; it
+   * never throws.
+   */ await handOffLeadRecords({
+        firestore,
+        orgId,
+        hostId,
+        leadId,
+        contactId,
+        email,
+        by: actor.kind === 'member' ? 'member' : 'api'
+    });
+    /*
    * 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

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

@@ -1 +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'] ?? '') || email },\n  )\n\n  return {\n    ok: true,\n    contactId,\n    ...(companyId ? { companyId } : {}),\n    ...(dealId ? { dealId } : {}),\n    alreadyConverted: false,\n  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+{"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  readMarketingBasis,\n  soloConsentGroup,\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'\nimport { handOffLeadRecords } from './hand-off-lead'\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   * THE LEAD'S OWN PROFILE TRAVELS WITH IT (AGL-3233), the way Salesforce\n   * hands a lead's fields to the contact: phone, title, address, the\n   * company as text (until step 2 links a record, whose own name then\n   * replaces it), tags, and the marketing basis the lead recorded — the\n   * person ticked the box on the lead, and a conversion must not be the\n   * moment they lose it. Only what the lead holds is handed over; a value\n   * the contact already carries is the contact's, because the capture door\n   * writes a profile field only where the facet has none.\n   *=========================================*/\n  const leadTags = Array.isArray(lead.tags) ? lead.tags.map(String) : []\n  const leadConsent = readMarketingBasis(lead, soloConsentGroup(hostId))\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    ...(leadConsent.basis === 'granted' ? { marketingConsent: true } : {}),\n    ...(leadTags.length ? { tags: leadTags } : {}),\n    facet: {\n      lifecycleStage: 'sales-qualified',\n      ...(chosenOwner ? { ownerUid: chosenOwner } : {}),\n      ...(typeof lead.phone === 'string' && lead.phone ? { phone: lead.phone } : {}),\n      ...(typeof lead.jobTitle === 'string' && lead.jobTitle ? { jobTitle: lead.jobTitle } : {}),\n      ...(lead.address && typeof lead.address === 'object' ? { address: lead.address } : {}),\n      ...(typeof lead.company === 'string' && lead.company\n        ? { companyName: lead.company }\n        : {}),\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    /*\n     * FIND BEFORE CREATE. The NAME first (AGL-3233): a lead names its\n     * company as text, and a company the org already files under that\n     * name is the account, whatever domain it carries. Then the domain,\n     * the key two contacts at one business share — a second company\n     * document for `acme.com` would split the account the key exists to\n     * join. Only a company the caller can see counts as found — see\n     * `readableTokens`.\n     */\n    const visibleAmong = (\n      snapshots: readonly FirebaseFirestore.QueryDocumentSnapshot[],\n    ): string | undefined =>\n      snapshots.find((snapshot) => {\n        const tokens = snapshot.get('visibleTo')\n        return (\n          Array.isArray(tokens) &&\n          tokens.some((token) => readableTokens.has(String(token)))\n        )\n      })?.id\n    const byName = await orgRef\n      .collection(CRM_COLLECTIONS.companies)\n      .where('nameLower', '==', createCompany.name.toLowerCase())\n      .limit(5)\n      .get()\n    companyId = visibleAmong(byName.docs)\n    if (!companyId && createCompany.domain) {\n      const byDomain = await orgRef\n        .collection(CRM_COLLECTIONS.companies)\n        .where('domain', '==', createCompany.domain)\n        .limit(5)\n        .get()\n      companyId = visibleAmong(byDomain.docs)\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   * WHAT THE LEAD HANDS OVER (AGL-3233): its activities and tasks gain the\n   * contact, and every plugin with a listener — Sequences, for an\n   * enrollment naming the lead — re-points its own records. After the\n   * stamp, so a listener reading the lead finds the conversion on it; it\n   * never throws.\n   */\n  await handOffLeadRecords({\n    firestore,\n    orgId,\n    hostId,\n    leadId,\n    contactId,\n    email,\n    by: actor.kind === 'member' ? 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package/src/lib/hand-off-lead.d.ts

@@ -0,0 +1,34 @@
+/**
+ * @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.
+ */
+import { type PluginLeadConversionBy } from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion';
+export interface HandOffLeadRecordsInput {
+    firestore: FirebaseFirestore.Firestore;
+    orgId: string;
+    hostId: string;
+    leadId: string;
+    contactId: string;
+    email: unknown;
+    by: PluginLeadConversionBy;
+}
+export interface HandOffLeadRecordsReport {
+    activities: number;
+    tasks: number;
+    /** Each plugin's own report, or `null` for a listener that threw. */
+    plugins: Record<string, Readonly<Record<string, number | boolean | null>> | null>;
+}
+export declare function handOffLeadRecords(input: HandOffLeadRecordsInput): Promise<HandOffLeadRecordsReport>;
+export default handOffLeadRecords;

package/src/lib/hand-off-lead.js

@@ -0,0 +1,95 @@
+/**
+ * @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.
+ */ /**
+ * WHAT A LEAD HANDS TO THE CONTACT IT BECAME (AGL-3233).
+ *
+ * Salesforce's convert moves the lead's activities to the contact, so the
+ * calls and emails a rep logged while working the lead are the first
+ * entries on the contact's timeline rather than history stranded on a
+ * frozen record. This is that move, for every door that converts a lead —
+ * the dialog, the REST API, and the doors that close a lead on their own
+ * when the person signs up or buys — so the two records never disagree
+ * about what happened.
+ *
+ * Three things move, once the lead carries `convertedContactId`:
+ *
+ *  - every activity filed on the lead gains the contact, and keeps the
+ *    lead: the contact's timeline reads it, and the lead's page still does;
+ *  - every task filed on the lead gains the contact the same way;
+ *  - every plugin with a lead-conversion listener is told — a sequence
+ *    enrollment naming the lead re-points itself to the contact.
+ *
+ * Batched, bounded and never throwing: the conversion has happened, and a
+ * timeline that could not be moved is one somebody reads on the lead's
+ * page, which still links to the contact. The counts are returned for the
+ * caller's own report.
+ */ import { CRM_COLLECTIONS, normalizeContactEmail } from "@aglyn/aglyn/server";
+import { runPluginLeadConversionListeners } from "@aglyn/aglyn/plugin-manager/plugin-lead-conversion";
+import { FieldValue } from "firebase-admin/firestore";
+/** Firestore refuses a batch of more than 500 writes. */ const BATCH_LIMIT = 450;
+/** The most rows one hand-off moves — a lead with more has been worked for years. */ const ROWS_LIMIT = 2000;
+/** Stamp `contactId` onto every row of `collection` that names the lead and not the contact yet. */ async function pointAtContact(firestore, collection, leadId, contactId) {
+    const rows = await collection.where('leadId', '==', leadId).limit(ROWS_LIMIT).get();
+    const refs = rows.docs.filter((row)=>{
+        var _row_get;
+        return String((_row_get = row.get('contactId')) != null ? _row_get : '') !== contactId;
+    }).map((row)=>row.ref);
+    for(let start = 0; start < refs.length; start += BATCH_LIMIT){
+        const batch = firestore.batch();
+        for (const ref of refs.slice(start, start + BATCH_LIMIT)){
+            batch.update(ref, {
+                contactId,
+                updatedAt: FieldValue.serverTimestamp()
+            });
+        }
+        await batch.commit();
+    }
+    return refs.length;
+}
+export async function handOffLeadRecords(input) {
+    const { firestore, orgId, hostId, leadId, contactId, by } = input;
+    const orgRef = firestore.collection('orgs').doc(orgId);
+    const report = {
+        activities: 0,
+        tasks: 0,
+        plugins: {}
+    };
+    try {
+        report.activities = await pointAtContact(firestore, orgRef.collection(CRM_COLLECTIONS.activities), leadId, contactId);
+    } catch (error) {
+        console.error('handOffLeadRecords: activities', hostId, leadId, error);
+    }
+    try {
+        report.tasks = await pointAtContact(firestore, orgRef.collection(CRM_COLLECTIONS.tasks), leadId, contactId);
+    } catch (error) {
+        console.error('handOffLeadRecords: tasks', hostId, leadId, error);
+    }
+    const email = normalizeContactEmail(input.email);
+    if (email) {
+        report.plugins = await runPluginLeadConversionListeners({
+            orgId,
+            hostId,
+            leadId,
+            contactId,
+            email,
+            by
+        });
+    }
+    return report;
+}
+export default handOffLeadRecords;
+
+//# sourceMappingURL=hand-off-lead.js.map

package/src/lib/hand-off-lead.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../libs/tenant/runtime/src/lib/hand-off-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 * WHAT A LEAD HANDS TO THE CONTACT IT BECAME (AGL-3233).\n *\n * Salesforce's convert moves the lead's activities to the contact, so the\n * calls and emails a rep logged while working the lead are the first\n * entries on the contact's timeline rather than history stranded on a\n * frozen record. This is that move, for every door that converts a lead —\n * the dialog, the REST API, and the doors that close a lead on their own\n * when the person signs up or buys — so the two records never disagree\n * about what happened.\n *\n * Three things move, once the lead carries `convertedContactId`:\n *\n *  - every activity filed on the lead gains the contact, and keeps the\n *    lead: the contact's timeline reads it, and the lead's page still does;\n *  - every task filed on the lead gains the contact the same way;\n *  - every plugin with a lead-conversion listener is told — a sequence\n *    enrollment naming the lead re-points itself to the contact.\n *\n * Batched, bounded and never throwing: the conversion has happened, and a\n * timeline that could not be moved is one somebody reads on the lead's\n * page, which still links to the contact. The counts are returned for the\n * caller's own report.\n */\n\nimport { CRM_COLLECTIONS, normalizeContactEmail } from '@aglyn/aglyn/server'\nimport {\n  type PluginLeadConversionBy,\n  runPluginLeadConversionListeners,\n} from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion'\nimport { FieldValue } from 'firebase-admin/firestore'\n\n/** Firestore refuses a batch of more than 500 writes. */\nconst BATCH_LIMIT = 450\n\n/** The most rows one hand-off moves — a lead with more has been worked for years. */\nconst ROWS_LIMIT = 2_000\n\nexport interface HandOffLeadRecordsInput {\n  firestore: FirebaseFirestore.Firestore\n  orgId: string\n  hostId: string\n  leadId: string\n  contactId: string\n  email: unknown\n  by: PluginLeadConversionBy\n}\n\nexport interface HandOffLeadRecordsReport {\n  activities: number\n  tasks: number\n  /** Each plugin's own report, or `null` for a listener that threw. */\n  plugins: Record<string, Readonly<Record<string, number | boolean | null>> | null>\n}\n\n/** Stamp `contactId` onto every row of `collection` that names the lead and not the contact yet. */\nasync function pointAtContact(\n  firestore: FirebaseFirestore.Firestore,\n  collection: FirebaseFirestore.CollectionReference,\n  leadId: string,\n  contactId: string,\n): Promise<number> {\n  const rows = await collection.where('leadId', '==', leadId).limit(ROWS_LIMIT).get()\n  const refs = rows.docs\n    .filter((row) => String(row.get('contactId') ?? '') !== contactId)\n    .map((row) => row.ref)\n  for (let start = 0; start < refs.length; start += BATCH_LIMIT) {\n    const batch = firestore.batch()\n    for (const ref of refs.slice(start, start + BATCH_LIMIT)) {\n      batch.update(ref, { contactId, updatedAt: FieldValue.serverTimestamp() })\n    }\n    await batch.commit()\n  }\n  return refs.length\n}\n\nexport async function handOffLeadRecords(\n  input: HandOffLeadRecordsInput,\n): Promise<HandOffLeadRecordsReport> {\n  const { firestore, orgId, hostId, leadId, contactId, by } = input\n  const orgRef = firestore.collection('orgs').doc(orgId)\n  const report: HandOffLeadRecordsReport = { activities: 0, tasks: 0, plugins: {} }\n  try {\n    report.activities = await pointAtContact(\n      firestore,\n      orgRef.collection(CRM_COLLECTIONS.activities),\n      leadId,\n      contactId,\n    )\n  } catch (error) {\n    console.error('handOffLeadRecords: activities', hostId, leadId, error)\n  }\n  try {\n    report.tasks = await pointAtContact(\n      firestore,\n      orgRef.collection(CRM_COLLECTIONS.tasks),\n      leadId,\n      contactId,\n    )\n  } catch (error) {\n    console.error('handOffLeadRecords: tasks', hostId, leadId, error)\n  }\n  const email = normalizeContactEmail(input.email)\n  if (email) {\n    report.plugins = await runPluginLeadConversionListeners({\n      orgId,\n      hostId,\n      leadId,\n      contactId,\n      email,\n      by,\n    })\n  }\n  return report\n}\n\nexport default handOffLeadRecords\n"],"names":["CRM_COLLECTIONS","normalizeContactEmail","runPluginLeadConversionListeners","FieldValue","BATCH_LIMIT","ROWS_LIMIT","pointAtContact","firestore","collection","leadId","contactId","rows","where","limit","get","refs","docs","filter","row","String","map","ref","start","length","batch","slice","update","updatedAt","serverTimestamp","commit","handOffLeadRecords","input","orgId","hostId","by","orgRef","doc","report","activities","tasks","plugins","error","console","email"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;CAuBC,GAED,SAASA,eAAe,EAAEC,qBAAqB,QAAQ,sBAAqB;AAC5E,SAEEC,gCAAgC,QAC3B,qDAAoD;AAC3D,SAASC,UAAU,QAAQ,2BAA0B;AAErD,uDAAuD,GACvD,MAAMC,cAAc;AAEpB,mFAAmF,GACnF,MAAMC,aAAa;AAmBnB,kGAAkG,GAClG,eAAeC,eACbC,SAAsC,EACtCC,UAAiD,EACjDC,MAAc,EACdC,SAAiB;IAEjB,MAAMC,OAAO,MAAMH,WAAWI,KAAK,CAAC,UAAU,MAAMH,QAAQI,KAAK,CAACR,YAAYS,GAAG;IACjF,MAAMC,OAAOJ,KAAKK,IAAI,CACnBC,MAAM,CAAC,CAACC;YAAeA;eAAPC,QAAOD,WAAAA,IAAIJ,GAAG,CAAC,wBAARI,WAAwB,QAAQR;OACvDU,GAAG,CAAC,CAACF,MAAQA,IAAIG,GAAG;IACvB,IAAK,IAAIC,QAAQ,GAAGA,QAAQP,KAAKQ,MAAM,EAAED,SAASlB,YAAa;QAC7D,MAAMoB,QAAQjB,UAAUiB,KAAK;QAC7B,KAAK,MAAMH,OAAON,KAAKU,KAAK,CAACH,OAAOA,QAAQlB,aAAc;YACxDoB,MAAME,MAAM,CAACL,KAAK;gBAAEX;gBAAWiB,WAAWxB,WAAWyB,eAAe;YAAG;QACzE;QACA,MAAMJ,MAAMK,MAAM;IACpB;IACA,OAAOd,KAAKQ,MAAM;AACpB;AAEA,OAAO,eAAeO,mBACpBC,KAA8B;IAE9B,MAAM,EAAExB,SAAS,EAAEyB,KAAK,EAAEC,MAAM,EAAExB,MAAM,EAAEC,SAAS,EAAEwB,EAAE,EAAE,GAAGH;IAC5D,MAAMI,SAAS5B,UAAUC,UAAU,CAAC,QAAQ4B,GAAG,CAACJ;IAChD,MAAMK,SAAmC;QAAEC,YAAY;QAAGC,OAAO;QAAGC,SAAS,CAAC;IAAE;IAChF,IAAI;QACFH,OAAOC,UAAU,GAAG,MAAMhC,eACxBC,WACA4B,OAAO3B,UAAU,CAACR,gBAAgBsC,UAAU,GAC5C7B,QACAC;IAEJ,EAAE,OAAO+B,OAAO;QACdC,QAAQD,KAAK,CAAC,kCAAkCR,QAAQxB,QAAQgC;IAClE;IACA,IAAI;QACFJ,OAAOE,KAAK,GAAG,MAAMjC,eACnBC,WACA4B,OAAO3B,UAAU,CAACR,gBAAgBuC,KAAK,GACvC9B,QACAC;IAEJ,EAAE,OAAO+B,OAAO;QACdC,QAAQD,KAAK,CAAC,6BAA6BR,QAAQxB,QAAQgC;IAC7D;IACA,MAAME,QAAQ1C,sBAAsB8B,MAAMY,KAAK;IAC/C,IAAIA,OAAO;QACTN,OAAOG,OAAO,GAAG,MAAMtC,iCAAiC;YACtD8B;YACAC;YACAxB;YACAC;YACAiC;YACAT;QACF;IACF;IACA,OAAOG;AACT;AAEA,eAAeP,mBAAkB"}