@aglyn/tenant-runtime 1.0.0-beta.165 → 1.0.0-beta.167

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/tenant-runtime",
-  "version": "1.0.0-beta.165",
+  "version": "1.0.0-beta.167",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,8 +25,8 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.165",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.165",
+    "@aglyn/aglyn": "1.0.0-beta.167",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.167",
     "@swc/helpers": "0.5.23"
   },
   "peerDependencies": {

package/src/lib/assign-contact-owner.js

@@ -87,7 +87,8 @@ async function assignOwner(policy) {
         const contactRef = orgRef.collection('contacts').doc(input.contactId);
         const membersRef = orgRef.collection('members');
         const leadKey = personKey(input.email);
-        const leadRef = leadKey ? firestore.collection('hosts').doc(input.hostId).collection('leads').doc(leadKey) : null;
+        // Beside the contact on the org, keyed by the same address (AGL-3275).
+        const leadRef = leadKey ? orgRef.collection('leads').doc(leadKey) : null;
         let contactName = '';
         const verdict = await firestore.runTransaction(async (tx)=>{
             var _orgSnapshot_data, _contactSnapshot_data, _contact_name, _ref;

package/src/lib/assign-contact-owner.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/tenant/runtime/src/lib/assign-contact-owner.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  assignmentRuleMatches,\n  consentGroupForHost,\n  contactFacetPath,\n  type ContactSource,\n  CRM_ROUND_ROBIN_LAST_ASSIGNED_PATH,\n  type CrmAssignmentTarget,\n  personKey,\n  readContactFacet,\n  readCrmAssignmentSettings,\n  roundRobinOrder,\n} from '@aglyn/aglyn/server'\nimport {\n  firebaseAdmin,\n  getOrgForHost,\n  notifyUsers,\n} from '@aglyn/tenant-data-admin'\nimport { FieldValue } from 'firebase-admin/firestore'\n\n/**\n * WHO A NEW RECORD BELONGS TO — the one place an owner is decided on the\n * server (AGL-2618).\n *\n * Two entry points over one transaction. `assignOwnerForCapture` is the\n * capture door's pass: it runs the org's assignment rules in order, falls\n * back to the capturing site's default owner, and touches only a record\n * that has NO owner — a door that named one (the console's drawer, an\n * import column, a conversion with a picked owner) has expressed a person's\n * choice. `reassignContactOwner` is the automation's: an author who put\n * \"assign an owner\" on a stage change means to reassign, and the step hands\n * this either a member or the rotation.\n *\n * ## One transaction, because the pointer is shared\n *\n * The round-robin pool's pointer lives on the org document, and two\n * captures landing together must take two different members. Firestore\n * transactions serialize on what they read, so the org document, the\n * contact and the roster documents are all read inside the transaction and\n * the pointer is advanced in the same commit that writes the owner: a\n * concurrent capture that read the same pointer retries and reads the moved\n * one. The alternative — read the pointer, decide, then write — is exactly\n * the read-then-write shape that lets two captures pick the same person.\n *\n * ## The roster is checked, once per member per attempt\n *\n * A rule may name a member who has since left, and a pool may hold one. A\n * rule naming nobody on the roster is passed over rather than stopping the\n * pass — the next rule may well assign — and a pool member who is gone is\n * skipped for the next in the order. `orgs/{orgId}/members/{uid}` is keyed\n * by uid, so the check is one document read per candidate, and only the\n * roster is consulted: a project-level Auth lookup would admit people who\n * are not on this organization at all (AGL-1122).\n *\n * ## The lead follows the contact\n *\n * The capture doors that file a lead (`addHostLead`: a form routed to leads,\n * a sign-up, a booking) key it by `personKey(email)`, so the lead's document\n * is addressable from the capture alone. When it exists it is given the same\n * owner in the same transaction; two doors write the lead AFTER the contact\n * they `void`ed, so for those sources the mirror is retried a few times over\n * the next seconds, detached, and the person's Leads list shows the owner\n * as soon as the lead is there.\n *\n * ## The owner is told, unless they chose themselves\n *\n * One console notification per assignment, for the record the recipient\n * will open: the lead when the site holds one for this person, the contact\n * otherwise. Not when the actor IS the new owner — a rep who converts a\n * lead into their own contact has not been handed anything.\n *\n * ## Never rejects\n *\n * The capture has already succeeded and a form submission must not fail\n * because the CRM could not decide who follows up; a failure is logged and\n * answered as `none`, and the record is exactly as assignable by hand as it\n * was before this existed. The automation executor turns a `none` into the\n * step's recorded error.\n */\n\nexport interface OwnerAssignmentInput {\n  hostId: string\n  /** `orgs/{orgId}/contacts/{contactId}` — the record the owner is written on. */\n  contactId: string\n  /** The contact's address, which keys the lead and names the person in the notification. */\n  email: string\n  /**\n   * The signed-in person making the assignment, when there is one. Never\n   * notified about their own choice; absent for a capture and an automation.\n   */\n  actorUid?: string | null\n}\n\nexport interface CaptureAssignmentInput extends OwnerAssignmentInput {\n  source: ContactSource\n  /** The form the capture came through, for a rule conditioned on it. */\n  formId?: string | null\n  /** The tags the capture carried; the contact's own are read from the facet. */\n  tags?: readonly string[]\n}\n\nexport interface ReassignmentInput extends OwnerAssignmentInput {\n  assign: CrmAssignmentTarget\n}\n\n/** Why an assignment assigned nobody — the automation reports these verbatim. */\nexport type OwnerAssignmentRefusal =\n  | 'no-org'\n  | 'no-contact'\n  | 'no-rule'\n  | 'empty-pool'\n  | 'not-a-member'\n  | 'failed'\n\n/** What decided an assignment: a rule, the site default, the step's member, or the rotation. */\nexport type OwnerAssignedBy = 'rule' | 'default' | 'member' | 'roundRobin'\n\nexport type OwnerAssignment =\n  | {\n      outcome: 'assigned'\n      ownerUid: string\n      by: OwnerAssignedBy\n      /** The rule that decided it, when one did. */\n      ruleId?: string\n      /** The lead document existed and now carries the owner too. */\n      leadMirrored: boolean\n      /** A notification was fanned out to the new owner. */\n      notified: boolean\n    }\n  /** The record already had this owner (a capture), or the same one was named again (a reassignment). */\n  | { outcome: 'unchanged'; ownerUid: string }\n  | { outcome: 'none'; reason: OwnerAssignmentRefusal }\n\n/** The words the run history and the log give each refusal. */\nexport const OWNER_ASSIGNMENT_REFUSALS: Record<OwnerAssignmentRefusal, string> = {\n  'no-org': 'this site has no organization',\n  'no-contact': 'the contact no longer exists',\n  'no-rule': 'no assignment rule matched and the site has no default owner',\n  'empty-pool': 'the round-robin pool has nobody on the roster in it',\n  'not-a-member': 'the owner named is not on the team',\n  failed: 'the owner could not be assigned',\n}\n\n/**\n * The doors whose lead lands after the contact they `void`ed — the ones the\n * mirror is worth retrying for. An order, an import, a manual add and an\n * API call file no lead, and a retry for them would be reads for nothing.\n */\nconst LEAD_FILING_SOURCES: ReadonlySet<ContactSource> = new Set([\n  'form',\n  'member',\n  'booking',\n])\n\n/** How long the detached lead mirror waits between its looks, in order. */\nconst LEAD_MIRROR_RETRY_MS: readonly number[] = [1_000, 2_000, 3_000]\n\ntype Policy =\n  | { kind: 'capture'; input: CaptureAssignmentInput }\n  | { kind: 'reassign'; input: ReassignmentInput }\n\ninterface Decision {\n  ownerUid: string\n  by: OwnerAssignedBy\n  ruleId?: string\n  /** The pointer moves only when the rotation chose. */\n  advancePointer: boolean\n}\n\n/**\n * The console path the owner's notification opens, in the `/{hostDocId}/rest`\n * shape every host notification uses — the console rewrites it to\n * `/{orgSlug}/hosts/{subdomain}/rest` when the link is followed, which is\n * why `hostId` and `orgId` travel on the document. The same spelling the\n * CRM's task notification uses; the hub's own route builder lives in the\n * plugin, which this layer cannot import.\n */\nfunction recordLink(hostId: string, record: AssignedRecord): string {\n  const section = record.kind === 'contact' ? 'contacts' : 'leads'\n  return `/${hostId}/crm/${section}/${encodeURIComponent(record.id)}`\n}\n\n/** The record an assignment notification opens. */\nexport type AssignedRecord =\n  | { kind: 'contact'; id: string }\n  | { kind: 'lead'; id: string }\n\n/**\n * Tells a member a record is now theirs — one console notification, typed\n * by the record it opens — unless the member handed it to themselves.\n * Shared by the pass above and by the routes where a person picks the\n * owner outright (a lead conversion naming a colleague), so every server\n * path that writes `ownerUid` says so in the same words. Never throws;\n * the fan-out swallows its own failures.\n */\nexport async function notifyRecordAssigned(input: {\n  hostId: string\n  orgId: string\n  ownerUid: string\n  actorUid?: string | null\n  record: AssignedRecord\n  /** How the person reads in the message: their name, else their address. */\n  who: string\n}): Promise<boolean> {\n  if (!input.ownerUid || input.ownerUid === (input.actorUid ?? '')) return false\n  const lead = input.record.kind === 'lead'\n  await notifyUsers([input.ownerUid], {\n    type: lead ? 'content.leadAssigned' : 'content.contactAssigned',\n    title: lead ? 'Lead assigned to you' : 'Contact assigned to you',\n    body: input.who,\n    link: recordLink(input.hostId, input.record),\n    orgId: input.orgId,\n    hostId: input.hostId,\n  })\n  return true\n}\n\nasync function assignOwner(policy: Policy): Promise<OwnerAssignment> {\n  const { input } = policy\n  try {\n    const resolved = await getOrgForHost(input.hostId)\n    if (!resolved) return { outcome: 'none', reason: 'no-org' }\n    const { orgId } = resolved\n    const firestore = firebaseAdmin.app().firestore()\n    const orgRef = firestore.collection('orgs').doc(orgId)\n    const contactRef = orgRef.collection('contacts').doc(input.contactId)\n    const membersRef = orgRef.collection('members')\n    const leadKey = personKey(input.email)\n    const leadRef = leadKey\n      ? firestore\n          .collection('hosts')\n          .doc(input.hostId)\n          .collection('leads')\n          .doc(leadKey)\n      : null\n\n    let contactName = ''\n    const verdict = await firestore.runTransaction(\n      async (tx): Promise<OwnerAssignment> => {\n        /*\n         * ALL READS BEFORE THE WRITE, which Firestore requires. The org\n         * document is read here rather than trusted from `getOrgForHost`,\n         * because the pointer it carries is the one thing a concurrent\n         * capture may have moved, and the rules and the pool are read from\n         * the same snapshot so the decision and the pointer agree.\n         */\n        const [orgSnapshot, contactSnapshot, leadSnapshot] = await Promise.all([\n          tx.get(orgRef),\n          tx.get(contactRef),\n          leadRef ? tx.get(leadRef) : Promise.resolve(null),\n        ])\n        if (!contactSnapshot.exists) {\n          return { outcome: 'none', reason: 'no-contact' }\n        }\n        const org = (orgSnapshot.data() ?? {}) as Record<string, unknown>\n        const contact = (contactSnapshot.data() ?? {}) as Record<string, unknown>\n        contactName = String(contact['name'] ?? '')\n        const group = consentGroupForHost(org, input.hostId)\n        const facet = readContactFacet(contact, group.groupId)\n        const current = typeof facet.ownerUid === 'string' ? facet.ownerUid : ''\n        if (policy.kind === 'capture' && current) {\n          return { outcome: 'unchanged', ownerUid: current }\n        }\n        const settings = readCrmAssignmentSettings(org)\n\n        // One read per candidate per attempt; a retried transaction reads\n        // afresh, as it must.\n        const onRoster = new Map<string, Promise<boolean>>()\n        const isMember = (uid: string): Promise<boolean> => {\n          let known = onRoster.get(uid)\n          if (!known) {\n            known = tx.get(membersRef.doc(uid)).then((snapshot) => snapshot.exists)\n            onRoster.set(uid, known)\n          }\n          return known\n        }\n        const fromPool = async (): Promise<string | null> => {\n          for (const uid of roundRobinOrder(\n            settings.pool.memberUids,\n            settings.pool.lastAssignedUid,\n          )) {\n            if (await isMember(uid)) return uid\n          }\n          return null\n        }\n        const resolveTarget = async (\n          target: CrmAssignmentTarget,\n        ): Promise<{ uid: string; advancePointer: boolean } | null> => {\n          if ('roundRobin' in target) {\n            const uid = await fromPool()\n            return uid ? { uid, advancePointer: true } : null\n          }\n          return (await isMember(target.memberUid))\n            ? { uid: target.memberUid, advancePointer: false }\n            : null\n        }\n\n        let decision: Decision | null = null\n        let refusal: OwnerAssignmentRefusal = 'no-rule'\n        if (policy.kind === 'capture') {\n          const capture = {\n            source: policy.input.source,\n            email: input.email,\n            formId: policy.input.formId ?? null,\n            tags: [...(policy.input.tags ?? []), ...(facet.tags ?? [])],\n          }\n          for (const rule of settings.rules) {\n            if (!assignmentRuleMatches(rule.when, capture)) continue\n            const hit = await resolveTarget(rule.assign)\n            if (hit) {\n              decision = { ...hit, ownerUid: hit.uid, by: 'rule', ruleId: rule.id }\n              break\n            }\n          }\n          const fallback = settings.hostDefaultOwners[input.hostId]\n          if (!decision && fallback && (await isMember(fallback))) {\n            decision = { ownerUid: fallback, by: 'default', advancePointer: false }\n          }\n        } else {\n          const { assign } = policy.input\n          const hit = await resolveTarget(assign)\n          if (hit) {\n            decision = {\n              ...hit,\n              ownerUid: hit.uid,\n              by: 'roundRobin' in assign ? 'roundRobin' : 'member',\n            }\n          } else {\n            refusal = 'roundRobin' in assign ? 'empty-pool' : 'not-a-member'\n          }\n        }\n        if (!decision) return { outcome: 'none', reason: refusal }\n        if (decision.ownerUid === current) {\n          return { outcome: 'unchanged', ownerUid: current }\n        }\n\n        tx.update(contactRef, {\n          [contactFacetPath(group.groupId, 'ownerUid')]: decision.ownerUid,\n          updatedAt: FieldValue.serverTimestamp(),\n        })\n        if (decision.advancePointer) {\n          tx.update(orgRef, {\n            [CRM_ROUND_ROBIN_LAST_ASSIGNED_PATH]: decision.ownerUid,\n          })\n        }\n        /*\n         * A lead somebody already assigned by hand keeps its owner on a\n         * capture — the contact was new, the lead may not have been — and\n         * follows the contact on a deliberate reassignment.\n         */\n        const leadOwner = String(leadSnapshot?.get('ownerUid') ?? '')\n        const leadMirrored = Boolean(\n          leadSnapshot?.exists && (policy.kind === 'reassign' || !leadOwner),\n        )\n        if (leadMirrored && leadRef) {\n          tx.update(leadRef, {\n            ownerUid: decision.ownerUid,\n            updatedAt: FieldValue.serverTimestamp(),\n          })\n        }\n        return {\n          outcome: 'assigned',\n          ownerUid: decision.ownerUid,\n          by: decision.by,\n          ...(decision.ruleId ? { ruleId: decision.ruleId } : {}),\n          leadMirrored,\n          notified: false,\n        }\n      },\n    )\n    if (verdict.outcome !== 'assigned') return verdict\n\n    if (\n      !verdict.leadMirrored &&\n      leadRef &&\n      policy.kind === 'capture' &&\n      LEAD_FILING_SOURCES.has(policy.input.source)\n    ) {\n      void mirrorOwnerOntoLeadLater(leadRef, verdict.ownerUid)\n    }\n\n    const notified = await notifyRecordAssigned({\n      hostId: input.hostId,\n      orgId,\n      ownerUid: verdict.ownerUid,\n      actorUid: input.actorUid,\n      record:\n        verdict.leadMirrored && leadKey\n          ? { kind: 'lead', id: leadKey }\n          : { kind: 'contact', id: input.contactId },\n      who: contactName || input.email,\n    })\n    return { ...verdict, notified }\n  } catch (error) {\n    console.error(\n      'assignContactOwner failed',\n      input.hostId,\n      input.contactId,\n      error,\n    )\n    return { outcome: 'none', reason: 'failed' }\n  }\n}\n\n/**\n * The detached second look for a lead that lands after the contact.\n *\n * Bounded, and only ever ADDS an owner: a lead that arrived with one (a\n * person assigned it in the meantime) is left alone, and a lead that never\n * arrives costs three reads over six seconds and nothing else. Detached\n * because the capture must not hold `contactCreated` back for it — an\n * automation welcoming the contact has nothing to do with the lead's owner\n * column.\n */\nasync function mirrorOwnerOntoLeadLater(\n  leadRef: FirebaseFirestore.DocumentReference,\n  ownerUid: string,\n  delaysMs: readonly number[] = LEAD_MIRROR_RETRY_MS,\n): Promise<boolean> {\n  for (const delay of delaysMs) {\n    await new Promise((resolve) => setTimeout(resolve, delay))\n    try {\n      const lead = await leadRef.get()\n      if (!lead.exists) continue\n      if (String(lead.get('ownerUid') ?? '')) return false\n      await leadRef.update({\n        ownerUid,\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      return true\n    } catch (error) {\n      console.error('assignContactOwner lead mirror failed', leadRef.path, error)\n      return false\n    }\n  }\n  return false\n}\n\n/**\n * The capture door's pass: the org's rules in order, then the capturing\n * site's default owner, on a record that has no owner yet. See the module\n * comment for the whole of it.\n */\nexport function assignOwnerForCapture(\n  input: CaptureAssignmentInput,\n): Promise<OwnerAssignment> {\n  return assignOwner({ kind: 'capture', input })\n}\n\n/**\n * The deliberate assignment — the `assignContactOwner` step, and a person\n * handing a record to somebody: a member by uid (verified on the roster) or\n * the next in the round-robin pool, overwriting whoever held it. Naming the\n * owner the record already has changes nothing and tells nobody.\n */\nexport function reassignContactOwner(\n  input: ReassignmentInput,\n): Promise<OwnerAssignment> {\n  return assignOwner({ kind: 'reassign', input })\n}\n\nexport default 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+{"version":3,"sources":["../../../../../../libs/tenant/runtime/src/lib/assign-contact-owner.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  assignmentRuleMatches,\n  consentGroupForHost,\n  contactFacetPath,\n  type ContactSource,\n  CRM_ROUND_ROBIN_LAST_ASSIGNED_PATH,\n  type CrmAssignmentTarget,\n  personKey,\n  readContactFacet,\n  readCrmAssignmentSettings,\n  roundRobinOrder,\n} from '@aglyn/aglyn/server'\nimport {\n  firebaseAdmin,\n  getOrgForHost,\n  notifyUsers,\n} from '@aglyn/tenant-data-admin'\nimport { FieldValue } from 'firebase-admin/firestore'\n\n/**\n * WHO A NEW RECORD BELONGS TO — the one place an owner is decided on the\n * server (AGL-2618).\n *\n * Two entry points over one transaction. `assignOwnerForCapture` is the\n * capture door's pass: it runs the org's assignment rules in order, falls\n * back to the capturing site's default owner, and touches only a record\n * that has NO owner — a door that named one (the console's drawer, an\n * import column, a conversion with a picked owner) has expressed a person's\n * choice. `reassignContactOwner` is the automation's: an author who put\n * \"assign an owner\" on a stage change means to reassign, and the step hands\n * this either a member or the rotation.\n *\n * ## One transaction, because the pointer is shared\n *\n * The round-robin pool's pointer lives on the org document, and two\n * captures landing together must take two different members. Firestore\n * transactions serialize on what they read, so the org document, the\n * contact and the roster documents are all read inside the transaction and\n * the pointer is advanced in the same commit that writes the owner: a\n * concurrent capture that read the same pointer retries and reads the moved\n * one. The alternative — read the pointer, decide, then write — is exactly\n * the read-then-write shape that lets two captures pick the same person.\n *\n * ## The roster is checked, once per member per attempt\n *\n * A rule may name a member who has since left, and a pool may hold one. A\n * rule naming nobody on the roster is passed over rather than stopping the\n * pass — the next rule may well assign — and a pool member who is gone is\n * skipped for the next in the order. `orgs/{orgId}/members/{uid}` is keyed\n * by uid, so the check is one document read per candidate, and only the\n * roster is consulted: a project-level Auth lookup would admit people who\n * are not on this organization at all (AGL-1122).\n *\n * ## The lead follows the contact\n *\n * The capture doors that file a lead (`addHostLead`: a form routed to leads,\n * a sign-up, a booking) key it by `personKey(email)`, so the lead's document\n * is addressable from the capture alone. When it exists it is given the same\n * owner in the same transaction; two doors write the lead AFTER the contact\n * they `void`ed, so for those sources the mirror is retried a few times over\n * the next seconds, detached, and the person's Leads list shows the owner\n * as soon as the lead is there.\n *\n * ## The owner is told, unless they chose themselves\n *\n * One console notification per assignment, for the record the recipient\n * will open: the lead when the site holds one for this person, the contact\n * otherwise. Not when the actor IS the new owner — a rep who converts a\n * lead into their own contact has not been handed anything.\n *\n * ## Never rejects\n *\n * The capture has already succeeded and a form submission must not fail\n * because the CRM could not decide who follows up; a failure is logged and\n * answered as `none`, and the record is exactly as assignable by hand as it\n * was before this existed. The automation executor turns a `none` into the\n * step's recorded error.\n */\n\nexport interface OwnerAssignmentInput {\n  hostId: string\n  /** `orgs/{orgId}/contacts/{contactId}` — the record the owner is written on. */\n  contactId: string\n  /** The contact's address, which keys the lead and names the person in the notification. */\n  email: string\n  /**\n   * The signed-in person making the assignment, when there is one. Never\n   * notified about their own choice; absent for a capture and an automation.\n   */\n  actorUid?: string | null\n}\n\nexport interface CaptureAssignmentInput extends OwnerAssignmentInput {\n  source: ContactSource\n  /** The form the capture came through, for a rule conditioned on it. */\n  formId?: string | null\n  /** The tags the capture carried; the contact's own are read from the facet. */\n  tags?: readonly string[]\n}\n\nexport interface ReassignmentInput extends OwnerAssignmentInput {\n  assign: CrmAssignmentTarget\n}\n\n/** Why an assignment assigned nobody — the automation reports these verbatim. */\nexport type OwnerAssignmentRefusal =\n  | 'no-org'\n  | 'no-contact'\n  | 'no-rule'\n  | 'empty-pool'\n  | 'not-a-member'\n  | 'failed'\n\n/** What decided an assignment: a rule, the site default, the step's member, or the rotation. */\nexport type OwnerAssignedBy = 'rule' | 'default' | 'member' | 'roundRobin'\n\nexport type OwnerAssignment =\n  | {\n      outcome: 'assigned'\n      ownerUid: string\n      by: OwnerAssignedBy\n      /** The rule that decided it, when one did. */\n      ruleId?: string\n      /** The lead document existed and now carries the owner too. */\n      leadMirrored: boolean\n      /** A notification was fanned out to the new owner. */\n      notified: boolean\n    }\n  /** The record already had this owner (a capture), or the same one was named again (a reassignment). */\n  | { outcome: 'unchanged'; ownerUid: string }\n  | { outcome: 'none'; reason: OwnerAssignmentRefusal }\n\n/** The words the run history and the log give each refusal. */\nexport const OWNER_ASSIGNMENT_REFUSALS: Record<OwnerAssignmentRefusal, string> = {\n  'no-org': 'this site has no organization',\n  'no-contact': 'the contact no longer exists',\n  'no-rule': 'no assignment rule matched and the site has no default owner',\n  'empty-pool': 'the round-robin pool has nobody on the roster in it',\n  'not-a-member': 'the owner named is not on the team',\n  failed: 'the owner could not be assigned',\n}\n\n/**\n * The doors whose lead lands after the contact they `void`ed — the ones the\n * mirror is worth retrying for. An order, an import, a manual add and an\n * API call file no lead, and a retry for them would be reads for nothing.\n */\nconst LEAD_FILING_SOURCES: ReadonlySet<ContactSource> = new Set([\n  'form',\n  'member',\n  'booking',\n])\n\n/** How long the detached lead mirror waits between its looks, in order. */\nconst LEAD_MIRROR_RETRY_MS: readonly number[] = [1_000, 2_000, 3_000]\n\ntype Policy =\n  | { kind: 'capture'; input: CaptureAssignmentInput }\n  | { kind: 'reassign'; input: ReassignmentInput }\n\ninterface Decision {\n  ownerUid: string\n  by: OwnerAssignedBy\n  ruleId?: string\n  /** The pointer moves only when the rotation chose. */\n  advancePointer: boolean\n}\n\n/**\n * The console path the owner's notification opens, in the `/{hostDocId}/rest`\n * shape every host notification uses — the console rewrites it to\n * `/{orgSlug}/hosts/{subdomain}/rest` when the link is followed, which is\n * why `hostId` and `orgId` travel on the document. The same spelling the\n * CRM's task notification uses; the hub's own route builder lives in the\n * plugin, which this layer cannot import.\n */\nfunction recordLink(hostId: string, record: AssignedRecord): string {\n  const section = record.kind === 'contact' ? 'contacts' : 'leads'\n  return `/${hostId}/crm/${section}/${encodeURIComponent(record.id)}`\n}\n\n/** The record an assignment notification opens. */\nexport type AssignedRecord =\n  | { kind: 'contact'; id: string }\n  | { kind: 'lead'; id: string }\n\n/**\n * Tells a member a record is now theirs — one console notification, typed\n * by the record it opens — unless the member handed it to themselves.\n * Shared by the pass above and by the routes where a person picks the\n * owner outright (a lead conversion naming a colleague), so every server\n * path that writes `ownerUid` says so in the same words. Never throws;\n * the fan-out swallows its own failures.\n */\nexport async function notifyRecordAssigned(input: {\n  hostId: string\n  orgId: string\n  ownerUid: string\n  actorUid?: string | null\n  record: AssignedRecord\n  /** How the person reads in the message: their name, else their address. */\n  who: string\n}): Promise<boolean> {\n  if (!input.ownerUid || input.ownerUid === (input.actorUid ?? '')) return false\n  const lead = input.record.kind === 'lead'\n  await notifyUsers([input.ownerUid], {\n    type: lead ? 'content.leadAssigned' : 'content.contactAssigned',\n    title: lead ? 'Lead assigned to you' : 'Contact assigned to you',\n    body: input.who,\n    link: recordLink(input.hostId, input.record),\n    orgId: input.orgId,\n    hostId: input.hostId,\n  })\n  return true\n}\n\nasync function assignOwner(policy: Policy): Promise<OwnerAssignment> {\n  const { input } = policy\n  try {\n    const resolved = await getOrgForHost(input.hostId)\n    if (!resolved) return { outcome: 'none', reason: 'no-org' }\n    const { orgId } = resolved\n    const firestore = firebaseAdmin.app().firestore()\n    const orgRef = firestore.collection('orgs').doc(orgId)\n    const contactRef = orgRef.collection('contacts').doc(input.contactId)\n    const membersRef = orgRef.collection('members')\n    const leadKey = personKey(input.email)\n    // Beside the contact on the org, keyed by the same address (AGL-3275).\n    const leadRef = leadKey ? orgRef.collection('leads').doc(leadKey) : null\n\n    let contactName = ''\n    const verdict = await firestore.runTransaction(\n      async (tx): Promise<OwnerAssignment> => {\n        /*\n         * ALL READS BEFORE THE WRITE, which Firestore requires. The org\n         * document is read here rather than trusted from `getOrgForHost`,\n         * because the pointer it carries is the one thing a concurrent\n         * capture may have moved, and the rules and the pool are read from\n         * the same snapshot so the decision and the pointer agree.\n         */\n        const [orgSnapshot, contactSnapshot, leadSnapshot] = await Promise.all([\n          tx.get(orgRef),\n          tx.get(contactRef),\n          leadRef ? tx.get(leadRef) : Promise.resolve(null),\n        ])\n        if (!contactSnapshot.exists) {\n          return { outcome: 'none', reason: 'no-contact' }\n        }\n        const org = (orgSnapshot.data() ?? {}) as Record<string, unknown>\n        const contact = (contactSnapshot.data() ?? {}) as Record<string, unknown>\n        contactName = String(contact['name'] ?? '')\n        const group = consentGroupForHost(org, input.hostId)\n        const facet = readContactFacet(contact, group.groupId)\n        const current = typeof facet.ownerUid === 'string' ? facet.ownerUid : ''\n        if (policy.kind === 'capture' && current) {\n          return { outcome: 'unchanged', ownerUid: current }\n        }\n        const settings = readCrmAssignmentSettings(org)\n\n        // One read per candidate per attempt; a retried transaction reads\n        // afresh, as it must.\n        const onRoster = new Map<string, Promise<boolean>>()\n        const isMember = (uid: string): Promise<boolean> => {\n          let known = onRoster.get(uid)\n          if (!known) {\n            known = tx.get(membersRef.doc(uid)).then((snapshot) => snapshot.exists)\n            onRoster.set(uid, known)\n          }\n          return known\n        }\n        const fromPool = async (): Promise<string | null> => {\n          for (const uid of roundRobinOrder(\n            settings.pool.memberUids,\n            settings.pool.lastAssignedUid,\n          )) {\n            if (await isMember(uid)) return uid\n          }\n          return null\n        }\n        const resolveTarget = async (\n          target: CrmAssignmentTarget,\n        ): Promise<{ uid: string; advancePointer: boolean } | null> => {\n          if ('roundRobin' in target) {\n            const uid = await fromPool()\n            return uid ? { uid, advancePointer: true } : null\n          }\n          return (await isMember(target.memberUid))\n            ? { uid: target.memberUid, advancePointer: false }\n            : null\n        }\n\n        let decision: Decision | null = null\n        let refusal: OwnerAssignmentRefusal = 'no-rule'\n        if (policy.kind === 'capture') {\n          const capture = {\n            source: policy.input.source,\n            email: input.email,\n            formId: policy.input.formId ?? null,\n            tags: [...(policy.input.tags ?? []), ...(facet.tags ?? [])],\n          }\n          for (const rule of settings.rules) {\n            if (!assignmentRuleMatches(rule.when, capture)) continue\n            const hit = await resolveTarget(rule.assign)\n            if (hit) {\n              decision = { ...hit, ownerUid: hit.uid, by: 'rule', ruleId: rule.id }\n              break\n            }\n          }\n          const fallback = settings.hostDefaultOwners[input.hostId]\n          if (!decision && fallback && (await isMember(fallback))) {\n            decision = { ownerUid: fallback, by: 'default', advancePointer: false }\n          }\n        } else {\n          const { assign } = policy.input\n          const hit = await resolveTarget(assign)\n          if (hit) {\n            decision = {\n              ...hit,\n              ownerUid: hit.uid,\n              by: 'roundRobin' in assign ? 'roundRobin' : 'member',\n            }\n          } else {\n            refusal = 'roundRobin' in assign ? 'empty-pool' : 'not-a-member'\n          }\n        }\n        if (!decision) return { outcome: 'none', reason: refusal }\n        if (decision.ownerUid === current) {\n          return { outcome: 'unchanged', ownerUid: current }\n        }\n\n        tx.update(contactRef, {\n          [contactFacetPath(group.groupId, 'ownerUid')]: decision.ownerUid,\n          updatedAt: FieldValue.serverTimestamp(),\n        })\n        if (decision.advancePointer) {\n          tx.update(orgRef, {\n            [CRM_ROUND_ROBIN_LAST_ASSIGNED_PATH]: decision.ownerUid,\n          })\n        }\n        /*\n         * A lead somebody already assigned by hand keeps its owner on a\n         * capture — the contact was new, the lead may not have been — and\n         * follows the contact on a deliberate reassignment.\n         */\n        const leadOwner = String(leadSnapshot?.get('ownerUid') ?? '')\n        const leadMirrored = Boolean(\n          leadSnapshot?.exists && (policy.kind === 'reassign' || !leadOwner),\n        )\n        if (leadMirrored && leadRef) {\n          tx.update(leadRef, {\n            ownerUid: decision.ownerUid,\n            updatedAt: FieldValue.serverTimestamp(),\n          })\n        }\n        return {\n          outcome: 'assigned',\n          ownerUid: decision.ownerUid,\n          by: decision.by,\n          ...(decision.ruleId ? { ruleId: decision.ruleId } : {}),\n          leadMirrored,\n          notified: false,\n        }\n      },\n    )\n    if (verdict.outcome !== 'assigned') return verdict\n\n    if (\n      !verdict.leadMirrored &&\n      leadRef &&\n      policy.kind === 'capture' &&\n      LEAD_FILING_SOURCES.has(policy.input.source)\n    ) {\n      void mirrorOwnerOntoLeadLater(leadRef, verdict.ownerUid)\n    }\n\n    const notified = await notifyRecordAssigned({\n      hostId: input.hostId,\n      orgId,\n      ownerUid: verdict.ownerUid,\n      actorUid: input.actorUid,\n      record:\n        verdict.leadMirrored && leadKey\n          ? { kind: 'lead', id: leadKey }\n          : { kind: 'contact', id: input.contactId },\n      who: contactName || input.email,\n    })\n    return { ...verdict, notified }\n  } catch (error) {\n    console.error(\n      'assignContactOwner failed',\n      input.hostId,\n      input.contactId,\n      error,\n    )\n    return { outcome: 'none', reason: 'failed' }\n  }\n}\n\n/**\n * The detached second look for a lead that lands after the contact.\n *\n * Bounded, and only ever ADDS an owner: a lead that arrived with one (a\n * person assigned it in the meantime) is left alone, and a lead that never\n * arrives costs three reads over six seconds and nothing else. Detached\n * because the capture must not hold `contactCreated` back for it — an\n * automation welcoming the contact has nothing to do with the lead's owner\n * column.\n */\nasync function mirrorOwnerOntoLeadLater(\n  leadRef: FirebaseFirestore.DocumentReference,\n  ownerUid: string,\n  delaysMs: readonly number[] = LEAD_MIRROR_RETRY_MS,\n): Promise<boolean> {\n  for (const delay of delaysMs) {\n    await new Promise((resolve) => setTimeout(resolve, delay))\n    try {\n      const lead = await leadRef.get()\n      if (!lead.exists) continue\n      if (String(lead.get('ownerUid') ?? '')) return false\n      await leadRef.update({\n        ownerUid,\n        updatedAt: FieldValue.serverTimestamp(),\n      })\n      return true\n    } catch (error) {\n      console.error('assignContactOwner lead mirror failed', leadRef.path, error)\n      return false\n    }\n  }\n  return false\n}\n\n/**\n * The capture door's pass: the org's rules in order, then the capturing\n * site's default owner, on a record that has no owner yet. See the module\n * comment for the whole of it.\n */\nexport function assignOwnerForCapture(\n  input: CaptureAssignmentInput,\n): Promise<OwnerAssignment> {\n  return assignOwner({ kind: 'capture', input })\n}\n\n/**\n * The deliberate assignment — the `assignContactOwner` step, and a person\n * handing a record to somebody: a member by uid (verified on the roster) or\n * the next in the round-robin pool, overwriting whoever held it. Naming the\n * owner the record already has changes nothing and tells nobody.\n */\nexport function reassignContactOwner(\n  input: ReassignmentInput,\n): Promise<OwnerAssignment> {\n  return assignOwner({ kind: 'reassign', input })\n}\n\nexport default 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package/src/lib/convert-host-lead.js

@@ -108,7 +108,9 @@ import { handOffLeadRecords } from "./hand-off-lead.js";
     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);
+    // The lead's one home, on the org (AGL-3275). `orgId` is already resolved
+    // by the caller, so this needs no second lookup to find it.
+    const leadRef = firestore.collection('orgs').doc(orgId).collection('leads').doc(leadId);
     const leadSnapshot = await leadRef.get();
     if (!leadSnapshot.exists) return {
         ok: false,

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  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' ? 'member' : 'api',\n  })\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  // The lead's one home, on the org (AGL-3275). `orgId` is already resolved\n  // by the caller, so this needs no second lookup to find it.\n  const leadRef = firestore\n    .collection('orgs')\n    .doc(orgId)\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' ? 'member' : 'api',\n  })\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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