@aglyn/tenant-runtime 1.0.0-beta.198 → 1.0.0-beta.200

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/tenant-runtime",
-  "version": "1.0.0-beta.198",
+  "version": "1.0.0-beta.200",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,8 +25,8 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.198",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.198",
+    "@aglyn/aglyn": "1.0.0-beta.200",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.200",
     "@swc/helpers": "0.5.23"
   },
   "peerDependencies": {

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

@@ -15,7 +15,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */ import { assignmentRuleMatches, consentGroupForHost, contactFacetPath, CRM_ROUND_ROBIN_LAST_ASSIGNED_PATH, personKey, readContactFacet, readCrmAssignmentSettings, roundRobinOrder } from "@aglyn/aglyn/server";
-import { firebaseAdmin, getOrgForHost, notifyUsers } from "@aglyn/tenant-data-admin";
+import { firebaseAdmin, getOrgForHost, notifyUsers, restampCrmListFieldsAt } from "@aglyn/tenant-data-admin";
 import { FieldValue } from "firebase-admin/firestore";
 /** The words the run history and the log give each refusal. */ export const OWNER_ASSIGNMENT_REFUSALS = {
     'no-org': 'this site has no organization',
@@ -240,6 +240,8 @@ async function assignOwner(policy) {
             });
         });
         if (verdict.outcome !== 'assigned') return verdict;
+        // The owner is what the Contacts list filters by (AGL-3321).
+        await restampCrmListFieldsAt(contactRef, 'contacts');
         if (!verdict.leadMirrored && leadRef && policy.kind === 'capture' && LEAD_FILING_SOURCES.has(policy.input.source)) {
             void mirrorOwnerOntoLeadLater(leadRef, verdict.ownerUid);
         }

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    // 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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+{"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  restampCrmListFieldsAt,\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    // The owner is what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(contactRef, 'contacts')\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 assignOwnerForCapture\n"],"names":["assignmentRuleMatches","consentGroupForHost","contactFacetPath","CRM_ROUND_ROBIN_LAST_ASSIGNED_PATH","personKey","readContactFacet","readCrmAssignmentSettings","roundRobinOrder","firebaseAdmin","getOrgForHost","notifyUsers","restampCrmListFieldsAt","FieldValue","OWNER_ASSIGNMENT_REFUSALS","failed","LEAD_FILING_SOURCES","Set","LEAD_MIRROR_RETRY_MS","recordLink","hostId","record","section","kind","encodeURIComponent","id","notifyRecordAssigned","input","ownerUid","actorUid","lead","type","title","body","who","link","orgId","assignOwner","policy","resolved","outcome","reason","firestore","app","orgRef","collection","doc","contactRef","contactId","membersRef","leadKey","email","leadRef","contactName","verdict","runTransaction","tx","orgSnapshot","contactSnapshot","contact","leadSnapshot","Promise","all","get","resolve","exists","org","data","String","group","facet","groupId","current","settings","onRoster","Map","isMember","uid","known","then","snapshot","set","fromPool","pool","memberUids","lastAssignedUid","resolveTarget","target","advancePointer","memberUid","decision","refusal","capture","source","formId","tags","rule","rules","when","hit","assign","by","ruleId","fallback","hostDefaultOwners","update","updatedAt","serverTimestamp","leadOwner","leadMirrored","Boolean","notified","has","mirrorOwnerOntoLeadLater","error","console","delaysMs","delay","setTimeout","path","assignOwnerForCapture","reassignContactOwner"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,qBAAqB,EACrBC,mBAAmB,EACnBC,gBAAgB,EAEhBC,kCAAkC,EAElCC,SAAS,EACTC,gBAAgB,EAChBC,yBAAyB,EACzBC,eAAe,QACV,sBAAqB;AAC5B,SACEC,aAAa,EACbC,aAAa,EACbC,WAAW,EACXC,sBAAsB,QACjB,2BAA0B;AACjC,SAASC,UAAU,QAAQ,2BAA0B;AAmHrD,6DAA6D,GAC7D,OAAO,MAAMC,4BAAoE;IAC/E,UAAU;IACV,cAAc;IACd,WAAW;IACX,cAAc;IACd,gBAAgB;IAChBC,QAAQ;AACV,EAAC;AAED;;;;CAIC,GACD,MAAMC,sBAAkD,IAAIC,IAAI;IAC9D;IACA;IACA;CACD;AAED,yEAAyE,GACzE,MAAMC,uBAA0C;IAAC;IAAO;IAAO;CAAM;AAcrE;;;;;;;CAOC,GACD,SAASC,WAAWC,MAAc,EAAEC,MAAsB;IACxD,MAAMC,UAAUD,OAAOE,IAAI,KAAK,YAAY,aAAa;IACzD,OAAO,CAAC,CAAC,EAAEH,OAAO,KAAK,EAAEE,QAAQ,CAAC,EAAEE,mBAAmBH,OAAOI,EAAE,GAAG;AACrE;AAOA;;;;;;;CAOC,GACD,OAAO,eAAeC,qBAAqBC,KAQ1C;QAC4CA;IAA3C,IAAI,CAACA,MAAMC,QAAQ,IAAID,MAAMC,QAAQ,OAAMD,kBAAAA,MAAME,QAAQ,YAAdF,kBAAkB,KAAK,OAAO;IACzE,MAAMG,OAAOH,MAAMN,MAAM,CAACE,IAAI,KAAK;IACnC,MAAMZ,YAAY;QAACgB,MAAMC,QAAQ;KAAC,EAAE;QAClCG,MAAMD,OAAO,yBAAyB;QACtCE,OAAOF,OAAO,yBAAyB;QACvCG,MAAMN,MAAMO,GAAG;QACfC,MAAMhB,WAAWQ,MAAMP,MAAM,EAAEO,MAAMN,MAAM;QAC3Ce,OAAOT,MAAMS,KAAK;QAClBhB,QAAQO,MAAMP,MAAM;IACtB;IACA,OAAO;AACT;AAEA,eAAeiB,YAAYC,MAAc;IACvC,MAAM,EAAEX,KAAK,EAAE,GAAGW;IAClB,IAAI;QACF,MAAMC,WAAW,MAAM7B,cAAciB,MAAMP,MAAM;QACjD,IAAI,CAACmB,UAAU,OAAO;YAAEC,SAAS;YAAQC,QAAQ;QAAS;QAC1D,MAAM,EAAEL,KAAK,EAAE,GAAGG;QAClB,MAAMG,YAAYjC,cAAckC,GAAG,GAAGD,SAAS;QAC/C,MAAME,SAASF,UAAUG,UAAU,CAAC,QAAQC,GAAG,CAACV;QAChD,MAAMW,aAAaH,OAAOC,UAAU,CAAC,YAAYC,GAAG,CAACnB,MAAMqB,SAAS;QACpE,MAAMC,aAAaL,OAAOC,UAAU,CAAC;QACrC,MAAMK,UAAU7C,UAAUsB,MAAMwB,KAAK;QACrC,uEAAuE;QACvE,MAAMC,UAAUF,UAAUN,OAAOC,UAAU,CAAC,SAASC,GAAG,CAACI,WAAW;QAEpE,IAAIG,cAAc;QAClB,MAAMC,UAAU,MAAMZ,UAAUa,cAAc,CAC5C,OAAOC;gBAgBQC,mBACIC,uBACIC;YAjBrB;;;;;;SAMC,GACD,MAAM,CAACF,aAAaC,iBAAiBE,aAAa,GAAG,MAAMC,QAAQC,GAAG,CAAC;gBACrEN,GAAGO,GAAG,CAACnB;gBACPY,GAAGO,GAAG,CAAChB;gBACPK,UAAUI,GAAGO,GAAG,CAACX,WAAWS,QAAQG,OAAO,CAAC;aAC7C;YACD,IAAI,CAACN,gBAAgBO,MAAM,EAAE;gBAC3B,OAAO;oBAAEzB,SAAS;oBAAQC,QAAQ;gBAAa;YACjD;YACA,MAAMyB,OAAOT,oBAAAA,YAAYU,IAAI,cAAhBV,oBAAsB,CAAC;YACpC,MAAME,WAAWD,wBAAAA,gBAAgBS,IAAI,cAApBT,wBAA0B,CAAC;YAC5CL,cAAce,QAAOT,gBAAAA,OAAO,CAAC,OAAO,YAAfA,gBAAmB;YACxC,MAAMU,QAAQnE,oBAAoBgE,KAAKvC,MAAMP,MAAM;YACnD,MAAMkD,QAAQhE,iBAAiBqD,SAASU,MAAME,OAAO;YACrD,MAAMC,UAAU,OAAOF,MAAM1C,QAAQ,KAAK,WAAW0C,MAAM1C,QAAQ,GAAG;YACtE,IAAIU,OAAOf,IAAI,KAAK,aAAaiD,SAAS;gBACxC,OAAO;oBAAEhC,SAAS;oBAAaZ,UAAU4C;gBAAQ;YACnD;YACA,MAAMC,WAAWlE,0BAA0B2D;YAE3C,kEAAkE;YAClE,sBAAsB;YACtB,MAAMQ,WAAW,IAAIC;YACrB,MAAMC,WAAW,CAACC;gBAChB,IAAIC,QAAQJ,SAASX,GAAG,CAACc;gBACzB,IAAI,CAACC,OAAO;oBACVA,QAAQtB,GAAGO,GAAG,CAACd,WAAWH,GAAG,CAAC+B,MAAME,IAAI,CAAC,CAACC,WAAaA,SAASf,MAAM;oBACtES,SAASO,GAAG,CAACJ,KAAKC;gBACpB;gBACA,OAAOA;YACT;YACA,MAAMI,WAAW;gBACf,KAAK,MAAML,OAAOrE,gBAChBiE,SAASU,IAAI,CAACC,UAAU,EACxBX,SAASU,IAAI,CAACE,eAAe,EAC5B;oBACD,IAAI,MAAMT,SAASC,MAAM,OAAOA;gBAClC;gBACA,OAAO;YACT;YACA,MAAMS,gBAAgB,OACpBC;gBAEA,IAAI,gBAAgBA,QAAQ;oBAC1B,MAAMV,MAAM,MAAMK;oBAClB,OAAOL,MAAM;wBAAEA;wBAAKW,gBAAgB;oBAAK,IAAI;gBAC/C;gBACA,OAAO,AAAC,MAAMZ,SAASW,OAAOE,SAAS,IACnC;oBAAEZ,KAAKU,OAAOE,SAAS;oBAAED,gBAAgB;gBAAM,IAC/C;YACN;YAEA,IAAIE,WAA4B;YAChC,IAAIC,UAAkC;YACtC,IAAIrD,OAAOf,IAAI,KAAK,WAAW;oBAInBe,sBACGA,oBAA8BgC;gBAJ3C,MAAMsB,UAAU;oBACdC,QAAQvD,OAAOX,KAAK,CAACkE,MAAM;oBAC3B1C,OAAOxB,MAAMwB,KAAK;oBAClB2C,MAAM,GAAExD,uBAAAA,OAAOX,KAAK,CAACmE,MAAM,YAAnBxD,uBAAuB;oBAC/ByD,MAAM;4BAAKzD,qBAAAA,OAAOX,KAAK,CAACoE,IAAI,YAAjBzD,qBAAqB,EAAE;4BAAOgC,cAAAA,MAAMyB,IAAI,YAAVzB,cAAc,EAAE;qBAAE;gBAC7D;gBACA,KAAK,MAAM0B,QAAQvB,SAASwB,KAAK,CAAE;oBACjC,IAAI,CAAChG,sBAAsB+F,KAAKE,IAAI,EAAEN,UAAU;oBAChD,MAA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package/src/lib/associate-company-by-domain.js

@@ -15,8 +15,8 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */ import { companyDomainForEmail, companyNameForDomain, CRM_COLLECTIONS, crmReadTokens, crmScopeTokens, nameSearchFields, orgAutoCreatesCompanies } from "@aglyn/aglyn/server";
-import { consentGroupForSite, contactCompanyLinkFields, firebaseAdmin, getOrgForHost, writeContactCompanyLink } from "@aglyn/tenant-data-admin";
-import { COMPANY_CONTACTS_COUNT_FIELD, planContactCompanyLink } from "@aglyn/aglyn/server";
+import { consentGroupForSite, contactCompanyLinkFields, firebaseAdmin, getOrgForHost, restampCrmListFieldsAt, writeContactCompanyLink } from "@aglyn/tenant-data-admin";
+import { COMPANY_CONTACTS_COUNT_FIELD, crmNewRecordListFields, planContactCompanyLink } from "@aglyn/aglyn/server";
 import { FieldValue } from "firebase-admin/firestore";
 /**
  * Link a NEW contact to the company its email domain names (AGL-2613).
@@ -121,18 +121,21 @@ import { FieldValue } from "firebase-admin/firestore";
         };
         const companyRef = companiesRef.doc(plan.companyId);
         const batch = firestore.batch();
-        batch.set(companyRef, _extends({}, nameSearchFields(companyNameForDomain(domain)), {
+        const company = _extends({}, nameSearchFields(companyNameForDomain(domain)), {
             domain,
             visibleTo: crmScopeTokens(org, group),
             hostId: created.hostId,
             [COMPANY_CONTACTS_COUNT_FIELD]: 1,
             createdAt: FieldValue.serverTimestamp(),
             updatedAt: FieldValue.serverTimestamp()
-        }));
+        });
+        batch.set(companyRef, _extends({}, company, crmNewRecordListFields('companies', company)));
         batch.update(contactRef, _extends({}, contactCompanyLinkFields(plan, group.groupId), {
             updatedAt: FieldValue.serverTimestamp()
         }));
         await batch.commit();
+        // The company is what the Contacts list filters by (AGL-3321).
+        await restampCrmListFieldsAt(contactRef, 'contacts');
         return {
             outcome: 'created',
             companyId: plan.companyId

package/src/lib/associate-company-by-domain.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/tenant/runtime/src/lib/associate-company-by-domain.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  companyDomainForEmail,\n  companyNameForDomain,\n  CRM_COLLECTIONS,\n  crmReadTokens,\n  crmScopeTokens,\n  nameSearchFields,\n  orgAutoCreatesCompanies,\n} from '@aglyn/aglyn/server'\nimport {\n  consentGroupForSite,\n  contactCompanyLinkFields,\n  firebaseAdmin,\n  getOrgForHost,\n  type HostContactCreated,\n  writeContactCompanyLink,\n} from '@aglyn/tenant-data-admin'\nimport { COMPANY_CONTACTS_COUNT_FIELD, planContactCompanyLink } from '@aglyn/aglyn/server'\nimport { FieldValue } from 'firebase-admin/firestore'\n\n/** What the association did, for the spec and the log. */\nexport type CompanyAssociation =\n  | { outcome: 'linked' | 'created'; companyId: string }\n  | {\n      outcome: 'none'\n      reason: 'no-domain' | 'no-org' | 'ambiguous' | 'no-match' | 'failed'\n    }\n\n/**\n * Link a NEW contact to the company its email domain names (AGL-2613).\n *\n * HubSpot associates a contact with a company on domain the moment the\n * contact exists, and that is the moment this runs: once, from the capture\n * door, for a person the org did not hold before. A repeat visit by somebody\n * already held is not a new person and re-asks nothing; a door that already\n * knew the company — the console's create drawer, an import row naming one\n * — has said so in the facet and this is not called at all.\n *\n * ## Bounded: one query, one commit\n *\n * The query is `companies where domain == d and visibleTo array-contains-any\n * (the capturing scope's read tokens)`, capped at two — the `(visibleTo\n * CONTAINS, domain ASC)` composite serves it. Two rather than one because\n * the answer has to be \"exactly one\": two companies at one domain visible\n * to this site is an ambiguity a capture must not resolve by picking the\n * first, and the contact waits for a person. The scope predicate is the\n * console's own listener predicate, so a company this site could not open\n * is not a match — an agency's client at `acme.com` is not linked to a\n * sibling client's Acme.\n *\n * The write is one batch: the facet and the mirror on the contact, and the\n * count on the company. The contact is fresh, so the plan is the trivial\n * one — no previous link, nothing held elsewhere — and needs no read of the\n * document.\n *\n * ## Creating is a setting, and off by default\n *\n * With `crm.autoCreateCompanies` on the org document, a domain no visible\n * company carries becomes one, named after the domain and scoped exactly as\n * the contact was — `crmScopeTokens`, the stamp every CRM creator uses —\n * with the count starting at one. Public mailbox domains never reach this\n * branch, because `companyDomainForEmail` answers `null` for them: a\n * workspace's consumer list is not a list of accounts.\n *\n * ## The same posture as the capture\n *\n * Never throws. The capture has already succeeded and a form submission\n * must not fail because the CRM could not file its author; a failure is\n * logged and answered as `none`, and the person is exactly as capturable\n * by hand as they were before this existed.\n */\nexport async function associateCompanyByDomain(\n  created: Pick<HostContactCreated, 'hostId' | 'contactId' | 'email'>,\n): Promise<CompanyAssociation> {\n  const domain = companyDomainForEmail(created.email)\n  if (!domain) return { outcome: 'none', reason: 'no-domain' }\n  try {\n    const resolved = await getOrgForHost(created.hostId)\n    if (!resolved) return { outcome: 'none', reason: 'no-org' }\n    const org = resolved.org as Record<string, unknown>\n    const group = await consentGroupForSite(created.hostId, org)\n    const firestore = firebaseAdmin.app().firestore()\n    const orgRef = firestore.collection('orgs').doc(resolved.orgId)\n    const companiesRef = orgRef.collection(CRM_COLLECTIONS.companies)\n    const contactRef = orgRef.collection('contacts').doc(created.contactId)\n\n    const matches = await companiesRef\n      .where('domain', '==', domain)\n      .where('visibleTo', 'array-contains-any', crmReadTokens(group))\n      .limit(2)\n      .get()\n    if (matches.size > 1) return { outcome: 'none', reason: 'ambiguous' }\n    if (matches.size === 1) {\n      const companyId = matches.docs[0].id\n      await writeContactCompanyLink({\n        firestore,\n        contactRef,\n        contact: null,\n        companiesRef,\n        groupId: group.groupId,\n        companyId,\n      })\n      return { outcome: 'linked', companyId }\n    }\n    if (!orgAutoCreatesCompanies(org)) {\n      return { outcome: 'none', reason: 'no-match' }\n    }\n\n    /*\n     * The company and the link in one commit, so a company never exists\n     * with a count of one and no contact naming it — or the reverse. The\n     * count is written as a value rather than an increment because the\n     * document is being created in the same batch, and the plan's `+1` is\n     * exactly what a fresh company with one contact stores.\n     */\n    const plan = planContactCompanyLink(\n      { companyId: null, companyIds: [], heldElsewhere: [] },\n      companiesRef.doc().id,\n    )\n    if (!plan?.companyId) return { outcome: 'none', reason: 'failed' }\n    const companyRef = companiesRef.doc(plan.companyId)\n    const batch = firestore.batch()\n    batch.set(companyRef, {\n      ...nameSearchFields(companyNameForDomain(domain)),\n      domain,\n      visibleTo: crmScopeTokens(org, group),\n      hostId: created.hostId,\n      [COMPANY_CONTACTS_COUNT_FIELD]: 1,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    batch.update(contactRef, {\n      ...contactCompanyLinkFields(plan, group.groupId),\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    await batch.commit()\n    return { outcome: 'created', companyId: plan.companyId }\n  } catch (error) {\n    console.error(\n      'associateCompanyByDomain failed',\n      created.hostId,\n      created.contactId,\n      error,\n    )\n    return { outcome: 'none', reason: 'failed' }\n  }\n}\n\nexport default associateCompanyByDomain\n"],"names":["companyDomainForEmail","companyNameForDomain","CRM_COLLECTIONS","crmReadTokens","crmScopeTokens","nameSearchFields","orgAutoCreatesCompanies","consentGroupForSite","contactCompanyLinkFields","firebaseAdmin","getOrgForHost","writeContactCompanyLink","COMPANY_CONTACTS_COUNT_FIELD","planContactCompanyLink","FieldValue","associateCompanyByDomain","created","domain","email","outcome","reason","resolved","hostId","org","group","firestore","app","orgRef","collection","doc","orgId","companiesRef","companies","contactRef","contactId","matches","where","limit","get","size","companyId","docs","id","contact","groupId","plan","companyIds","heldElsewhere","companyRef","batch","set","visibleTo","createdAt","serverTimestamp","updatedAt","update","commit","error","console"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,qBAAqB,EACrBC,oBAAoB,EACpBC,eAAe,EACfC,aAAa,EACbC,cAAc,EACdC,gBAAgB,EAChBC,uBAAuB,QAClB,sBAAqB;AAC5B,SACEC,mBAAmB,EACnBC,wBAAwB,EACxBC,aAAa,EACbC,aAAa,EAEbC,uBAAuB,QAClB,2BAA0B;AACjC,SAASC,4BAA4B,EAAEC,sBAAsB,QAAQ,sBAAqB;AAC1F,SAASC,UAAU,QAAQ,2BAA0B;AAUrD;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA0CC,GACD,OAAO,eAAeC,yBACpBC,OAAmE;IAEnE,MAAMC,SAASjB,sBAAsBgB,QAAQE,KAAK;IAClD,IAAI,CAACD,QAAQ,OAAO;QAAEE,SAAS;QAAQC,QAAQ;IAAY;IAC3D,IAAI;QACF,MAAMC,WAAW,MAAMX,cAAcM,QAAQM,MAAM;QACnD,IAAI,CAACD,UAAU,OAAO;YAAEF,SAAS;YAAQC,QAAQ;QAAS;QAC1D,MAAMG,MAAMF,SAASE,GAAG;QACxB,MAAMC,QAAQ,MAAMjB,oBAAoBS,QAAQM,MAAM,EAAEC;QACxD,MAAME,YAAYhB,cAAciB,GAAG,GAAGD,SAAS;QAC/C,MAAME,SAASF,UAAUG,UAAU,CAAC,QAAQC,GAAG,CAACR,SAASS,KAAK;QAC9D,MAAMC,eAAeJ,OAAOC,UAAU,CAAC1B,gBAAgB8B,SAAS;QAChE,MAAMC,aAAaN,OAAOC,UAAU,CAAC,YAAYC,GAAG,CAACb,QAAQkB,SAAS;QAEtE,MAAMC,UAAU,MAAMJ,aACnBK,KAAK,CAAC,UAAU,MAAMnB,QACtBmB,KAAK,CAAC,aAAa,sBAAsBjC,cAAcqB,QACvDa,KAAK,CAAC,GACNC,GAAG;QACN,IAAIH,QAAQI,IAAI,GAAG,GAAG,OAAO;YAAEpB,SAAS;YAAQC,QAAQ;QAAY;QACpE,IAAIe,QAAQI,IAAI,KAAK,GAAG;YACtB,MAAMC,YAAYL,QAAQM,IAAI,CAAC,EAAE,CAACC,EAAE;YACpC,MAAM/B,wBAAwB;gBAC5Bc;gBACAQ;gBACAU,SAAS;gBACTZ;gBACAa,SAASpB,MAAMoB,OAAO;gBACtBJ;YACF;YACA,OAAO;gBAAErB,SAAS;gBAAUqB;YAAU;QACxC;QACA,IAAI,CAAClC,wBAAwBiB,MAAM;YACjC,OAAO;gBAAEJ,SAAS;gBAAQC,QAAQ;YAAW;QAC/C;QAEA;;;;;;KAMC,GACD,MAAMyB,OAAOhC,uBACX;YAAE2B,WAAW;YAAMM,YAAY,EAAE;YAAEC,eAAe,EAAE;QAAC,GACrDhB,aAAaF,GAAG,GAAGa,EAAE;QAEvB,IAAI,EAACG,wBAAAA,KAAML,SAAS,GAAE,OAAO;YAAErB,SAAS;YAAQC,QAAQ;QAAS;QACjE,MAAM4B,aAAajB,aAAaF,GAAG,CAACgB,KAAKL,SAAS;QAClD,MAAMS,QAAQxB,UAAUwB,KAAK;QAC7BA,MAAMC,GAAG,CAACF,YAAY,aACjB3C,iBAAiBJ,qBAAqBgB;YACzCA;YACAkC,WAAW/C,eAAemB,KAAKC;YAC/BF,QAAQN,QAAQM,MAAM;YACtB,CAACV,6BAA6B,EAAE;YAChCwC,WAAWtC,WAAWuC,eAAe;YACrCC,WAAWxC,WAAWuC,eAAe;;QAEvCJ,MAAMM,MAAM,CAACtB,YAAY,aACpBzB,yBAAyBqC,MAAMrB,MAAMoB,OAAO;YAC/CU,WAAWxC,WAAWuC,eAAe;;QAEvC,MAAMJ,MAAMO,MAAM;QAClB,OAAO;YAAErC,SAAS;YAAWqB,WAAWK,KAAKL,SAAS;QAAC;IACzD,EAAE,OAAOiB,OAAO;QACdC,QAAQD,KAAK,CACX,mCACAzC,QAAQM,MAAM,EACdN,QAAQkB,SAAS,EACjBuB;QAEF,OAAO;YAAEtC,SAAS;YAAQC,QAAQ;QAAS;IAC7C;AACF;AAEA,eAAeL,yBAAwB"}
+{"version":3,"sources":["../../../../../../libs/tenant/runtime/src/lib/associate-company-by-domain.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  companyDomainForEmail,\n  companyNameForDomain,\n  CRM_COLLECTIONS,\n  crmReadTokens,\n  crmScopeTokens,\n  nameSearchFields,\n  orgAutoCreatesCompanies,\n} from '@aglyn/aglyn/server'\nimport {\n  consentGroupForSite,\n  contactCompanyLinkFields,\n  firebaseAdmin,\n  getOrgForHost,\n  type HostContactCreated,\n  restampCrmListFieldsAt,\n  writeContactCompanyLink,\n} from '@aglyn/tenant-data-admin'\nimport {\n  COMPANY_CONTACTS_COUNT_FIELD,\n  crmNewRecordListFields,\n  planContactCompanyLink,\n} from '@aglyn/aglyn/server'\nimport { FieldValue } from 'firebase-admin/firestore'\n\n/** What the association did, for the spec and the log. */\nexport type CompanyAssociation =\n  | { outcome: 'linked' | 'created'; companyId: string }\n  | {\n      outcome: 'none'\n      reason: 'no-domain' | 'no-org' | 'ambiguous' | 'no-match' | 'failed'\n    }\n\n/**\n * Link a NEW contact to the company its email domain names (AGL-2613).\n *\n * HubSpot associates a contact with a company on domain the moment the\n * contact exists, and that is the moment this runs: once, from the capture\n * door, for a person the org did not hold before. A repeat visit by somebody\n * already held is not a new person and re-asks nothing; a door that already\n * knew the company — the console's create drawer, an import row naming one\n * — has said so in the facet and this is not called at all.\n *\n * ## Bounded: one query, one commit\n *\n * The query is `companies where domain == d and visibleTo array-contains-any\n * (the capturing scope's read tokens)`, capped at two — the `(visibleTo\n * CONTAINS, domain ASC)` composite serves it. Two rather than one because\n * the answer has to be \"exactly one\": two companies at one domain visible\n * to this site is an ambiguity a capture must not resolve by picking the\n * first, and the contact waits for a person. The scope predicate is the\n * console's own listener predicate, so a company this site could not open\n * is not a match — an agency's client at `acme.com` is not linked to a\n * sibling client's Acme.\n *\n * The write is one batch: the facet and the mirror on the contact, and the\n * count on the company. The contact is fresh, so the plan is the trivial\n * one — no previous link, nothing held elsewhere — and needs no read of the\n * document.\n *\n * ## Creating is a setting, and off by default\n *\n * With `crm.autoCreateCompanies` on the org document, a domain no visible\n * company carries becomes one, named after the domain and scoped exactly as\n * the contact was — `crmScopeTokens`, the stamp every CRM creator uses —\n * with the count starting at one. Public mailbox domains never reach this\n * branch, because `companyDomainForEmail` answers `null` for them: a\n * workspace's consumer list is not a list of accounts.\n *\n * ## The same posture as the capture\n *\n * Never throws. The capture has already succeeded and a form submission\n * must not fail because the CRM could not file its author; a failure is\n * logged and answered as `none`, and the person is exactly as capturable\n * by hand as they were before this existed.\n */\nexport async function associateCompanyByDomain(\n  created: Pick<HostContactCreated, 'hostId' | 'contactId' | 'email'>,\n): Promise<CompanyAssociation> {\n  const domain = companyDomainForEmail(created.email)\n  if (!domain) return { outcome: 'none', reason: 'no-domain' }\n  try {\n    const resolved = await getOrgForHost(created.hostId)\n    if (!resolved) return { outcome: 'none', reason: 'no-org' }\n    const org = resolved.org as Record<string, unknown>\n    const group = await consentGroupForSite(created.hostId, org)\n    const firestore = firebaseAdmin.app().firestore()\n    const orgRef = firestore.collection('orgs').doc(resolved.orgId)\n    const companiesRef = orgRef.collection(CRM_COLLECTIONS.companies)\n    const contactRef = orgRef.collection('contacts').doc(created.contactId)\n\n    const matches = await companiesRef\n      .where('domain', '==', domain)\n      .where('visibleTo', 'array-contains-any', crmReadTokens(group))\n      .limit(2)\n      .get()\n    if (matches.size > 1) return { outcome: 'none', reason: 'ambiguous' }\n    if (matches.size === 1) {\n      const companyId = matches.docs[0].id\n      await writeContactCompanyLink({\n        firestore,\n        contactRef,\n        contact: null,\n        companiesRef,\n        groupId: group.groupId,\n        companyId,\n      })\n      return { outcome: 'linked', companyId }\n    }\n    if (!orgAutoCreatesCompanies(org)) {\n      return { outcome: 'none', reason: 'no-match' }\n    }\n\n    /*\n     * The company and the link in one commit, so a company never exists\n     * with a count of one and no contact naming it — or the reverse. The\n     * count is written as a value rather than an increment because the\n     * document is being created in the same batch, and the plan's `+1` is\n     * exactly what a fresh company with one contact stores.\n     */\n    const plan = planContactCompanyLink(\n      { companyId: null, companyIds: [], heldElsewhere: [] },\n      companiesRef.doc().id,\n    )\n    if (!plan?.companyId) return { outcome: 'none', reason: 'failed' }\n    const companyRef = companiesRef.doc(plan.companyId)\n    const batch = firestore.batch()\n    const company: Record<string, unknown> = {\n      ...nameSearchFields(companyNameForDomain(domain)),\n      domain,\n      visibleTo: crmScopeTokens(org, group),\n      hostId: created.hostId,\n      [COMPANY_CONTACTS_COUNT_FIELD]: 1,\n      createdAt: FieldValue.serverTimestamp(),\n      updatedAt: FieldValue.serverTimestamp(),\n    }\n    batch.set(companyRef, {\n      ...company,\n      // What the Companies list searches and filters by (AGL-3321).\n      ...crmNewRecordListFields('companies', company),\n    })\n    batch.update(contactRef, {\n      ...contactCompanyLinkFields(plan, group.groupId),\n      updatedAt: FieldValue.serverTimestamp(),\n    })\n    await batch.commit()\n    // The company is what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(contactRef, 'contacts')\n    return { outcome: 'created', companyId: plan.companyId }\n  } catch (error) {\n    console.error(\n      'associateCompanyByDomain failed',\n      created.hostId,\n      created.contactId,\n      error,\n    )\n    return { outcome: 'none', reason: 'failed' }\n  }\n}\n\nexport default associateCompanyByDomain\n"],"names":["companyDomainForEmail","companyNameForDomain","CRM_COLLECTIONS","crmReadTokens","crmScopeTokens","nameSearchFields","orgAutoCreatesCompanies","consentGroupForSite","contactCompanyLinkFields","firebaseAdmin","getOrgForHost","restampCrmListFieldsAt","writeContactCompanyLink","COMPANY_CONTACTS_COUNT_FIELD","crmNewRecordListFields","planContactCompanyLink","FieldValue","associateCompanyByDomain","created","domain","email","outcome","reason","resolved","hostId","org","group","firestore","app","orgRef","collection","doc","orgId","companiesRef","companies","contactRef","contactId","matches","where","limit","get","size","companyId","docs","id","contact","groupId","plan","companyIds","heldElsewhere","companyRef","batch","company","visibleTo","createdAt","serverTimestamp","updatedAt","set","update","commit","error","console"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,qBAAqB,EACrBC,oBAAoB,EACpBC,eAAe,EACfC,aAAa,EACbC,cAAc,EACdC,gBAAgB,EAChBC,uBAAuB,QAClB,sBAAqB;AAC5B,SACEC,mBAAmB,EACnBC,wBAAwB,EACxBC,aAAa,EACbC,aAAa,EAEbC,sBAAsB,EACtBC,uBAAuB,QAClB,2BAA0B;AACjC,SACEC,4BAA4B,EAC5BC,sBAAsB,EACtBC,sBAAsB,QACjB,sBAAqB;AAC5B,SAASC,UAAU,QAAQ,2BAA0B;AAUrD;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA0CC,GACD,OAAO,eAAeC,yBACpBC,OAAmE;IAEnE,MAAMC,SAASnB,sBAAsBkB,QAAQE,KAAK;IAClD,IAAI,CAACD,QAAQ,OAAO;QAAEE,SAAS;QAAQC,QAAQ;IAAY;IAC3D,IAAI;QACF,MAAMC,WAAW,MAAMb,cAAcQ,QAAQM,MAAM;QACnD,IAAI,CAACD,UAAU,OAAO;YAAEF,SAAS;YAAQC,QAAQ;QAAS;QAC1D,MAAMG,MAAMF,SAASE,GAAG;QACxB,MAAMC,QAAQ,MAAMnB,oBAAoBW,QAAQM,MAAM,EAAEC;QACxD,MAAME,YAAYlB,cAAcmB,GAAG,GAAGD,SAAS;QAC/C,MAAME,SAASF,UAAUG,UAAU,CAAC,QAAQC,GAAG,CAACR,SAASS,KAAK;QAC9D,MAAMC,eAAeJ,OAAOC,UAAU,CAAC5B,gBAAgBgC,SAAS;QAChE,MAAMC,aAAaN,OAAOC,UAAU,CAAC,YAAYC,GAAG,CAACb,QAAQkB,SAAS;QAEtE,MAAMC,UAAU,MAAMJ,aACnBK,KAAK,CAAC,UAAU,MAAMnB,QACtBmB,KAAK,CAAC,aAAa,sBAAsBnC,cAAcuB,QACvDa,KAAK,CAAC,GACNC,GAAG;QACN,IAAIH,QAAQI,IAAI,GAAG,GAAG,OAAO;YAAEpB,SAAS;YAAQC,QAAQ;QAAY;QACpE,IAAIe,QAAQI,IAAI,KAAK,GAAG;YACtB,MAAMC,YAAYL,QAAQM,IAAI,CAAC,EAAE,CAACC,EAAE;YACpC,MAAMhC,wBAAwB;gBAC5Be;gBACAQ;gBACAU,SAAS;gBACTZ;gBACAa,SAASpB,MAAMoB,OAAO;gBACtBJ;YACF;YACA,OAAO;gBAAErB,SAAS;gBAAUqB;YAAU;QACxC;QACA,IAAI,CAACpC,wBAAwBmB,MAAM;YACjC,OAAO;gBAAEJ,SAAS;gBAAQC,QAAQ;YAAW;QAC/C;QAEA;;;;;;KAMC,GACD,MAAMyB,OAAOhC,uBACX;YAAE2B,WAAW;YAAMM,YAAY,EAAE;YAAEC,eAAe,EAAE;QAAC,GACrDhB,aAAaF,GAAG,GAAGa,EAAE;QAEvB,IAAI,EAACG,wBAAAA,KAAML,SAAS,GAAE,OAAO;YAAErB,SAAS;YAAQC,QAAQ;QAAS;QACjE,MAAM4B,aAAajB,aAAaF,GAAG,CAACgB,KAAKL,SAAS;QAClD,MAAMS,QAAQxB,UAAUwB,KAAK;QAC7B,MAAMC,UAAmC,aACpC/C,iBAAiBJ,qBAAqBkB;YACzCA;YACAkC,WAAWjD,eAAeqB,KAAKC;YAC/BF,QAAQN,QAAQM,MAAM;YACtB,CAACX,6BAA6B,EAAE;YAChCyC,WAAWtC,WAAWuC,eAAe;YACrCC,WAAWxC,WAAWuC,eAAe;;QAEvCJ,MAAMM,GAAG,CAACP,YAAY,aACjBE,SAEAtC,uBAAuB,aAAasC;QAEzCD,MAAMO,MAAM,CAACvB,YAAY,aACpB3B,yBAAyBuC,MAAMrB,MAAMoB,OAAO;YAC/CU,WAAWxC,WAAWuC,eAAe;;QAEvC,MAAMJ,MAAMQ,MAAM;QAClB,+DAA+D;QAC/D,MAAMhD,uBAAuBwB,YAAY;QACzC,OAAO;YAAEd,SAAS;YAAWqB,WAAWK,KAAKL,SAAS;QAAC;IACzD,EAAE,OAAOkB,OAAO;QACdC,QAAQD,KAAK,CACX,mCACA1C,QAAQM,MAAM,EACdN,QAAQkB,SAAS,EACjBwB;QAEF,OAAO;YAAEvC,SAAS;YAAQC,QAAQ;QAAS;IAC7C;AACF;AAEA,eAAeL,yBAAwB"}

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

@@ -73,8 +73,8 @@ 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 { consentGroupDisclosureKey, consentGroupScope, CRM_COLLECTIONS, crmScopeTokens, DEFAULT_DEAL_STAGES, grantedUnderConsentGroup, 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 { consentGroupDisclosureKey, consentGroupScope, CRM_COLLECTIONS, crmScopeTokens, DEFAULT_DEAL_STAGES, grantedUnderConsentGroup, nameSearchFields, contactFacetPath, normalizeContactEmail, ORG_SCOPE_TOKEN, readContactFacet, crmNewRecordListFields, readMarketingBasis, soloConsentGroup } from "@aglyn/aglyn/server";
+import { consentGroupForSite, crmRecordsQuotaForOrg, findContactByEmail, logHostActivity, orgDataCollectionForHost, restampCrmListFieldsAt, 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";
@@ -285,6 +285,8 @@ import { handOffLeadRecords } from "./hand-off-lead.js";
             [contactFacetPath(group.groupId, 'ownerUid')]: ownerUid,
             updatedAt: FieldValue.serverTimestamp()
         });
+        // The owner is what the Contacts list filters by (AGL-3321).
+        await restampCrmListFieldsAt(contactRef, 'contacts');
     } else if (ownerUid && pickedOwner && pickedOwner === ownerUid) {
         await notifyRecordAssigned({
             hostId,
@@ -335,7 +337,7 @@ import { handOffLeadRecords } from "./hand-off-lead.js";
                 ok: false,
                 reason: 'band-full'
             };
-            const created = await orgRef.collection(CRM_COLLECTIONS.companies).add(_extends({}, nameSearchFields(createCompany.name), createCompany.domain ? {
+            const company = _extends({}, nameSearchFields(createCompany.name), createCompany.domain ? {
                 domain: createCompany.domain
             } : {}, ownerUid ? {
                 ownerUid
@@ -345,7 +347,8 @@ import { handOffLeadRecords } from "./hand-off-lead.js";
                 createdByUid: actor.uid,
                 createdAt: FieldValue.serverTimestamp(),
                 updatedAt: FieldValue.serverTimestamp()
-            }));
+            });
+            const created = await orgRef.collection(CRM_COLLECTIONS.companies).add(_extends({}, company, crmNewRecordListFields('companies', company)));
             companyId = created.id;
         }
     }
@@ -417,7 +420,7 @@ import { handOffLeadRecords } from "./hand-off-lead.js";
             ok: false,
             reason: 'band-full'
         };
-        const created = await orgRef.collection(CRM_COLLECTIONS.deals).add(_extends({
+        const dealRecord = _extends({
             title: deal.title,
             titleLower: deal.title.toLowerCase(),
             pipelineId,
@@ -440,7 +443,8 @@ import { handOffLeadRecords } from "./hand-off-lead.js";
             createdByUid: actor.uid,
             createdAt: FieldValue.serverTimestamp(),
             updatedAt: FieldValue.serverTimestamp()
-        }));
+        });
+        const created = await orgRef.collection(CRM_COLLECTIONS.deals).add(_extends({}, dealRecord, crmNewRecordListFields('deals', dealRecord)));
         dealId = created.id;
     }
     /*==========================================

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  consentGroupDisclosureKey,\n  consentGroupScope,\n  CRM_COLLECTIONS,\n  type CrmDealStage,\n  type CrmDealStatus,\n  type CrmLeadFields,\n  type CrmPipeline,\n  crmScopeTokens,\n  DEFAULT_DEAL_STAGES,\n  grantedUnderConsentGroup,\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, lead source, 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  /*\n   * WHICH SITES THE CONTACT'S GRANT COVERS (AGL-3320): the lead's, never\n   * more. The capture door records a fresh grant, so it is handed the group's\n   * disclosure key only when the lead ALREADY holds a grant given under the\n   * group as it stands, at every site it names — a lead captured by one site\n   * before the group existed, or before a site joined, converts to a contact\n   * that site alone may mail, exactly as the lead was.\n   */\n  const leadDisclosure = grantedUnderConsentGroup(lead, group)\n    ? consentGroupDisclosureKey(group)\n    : null\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    ...(leadConsent.basis === 'granted' && leadDisclosure\n      ? { disclosedConsentGroup: leadDisclosure }\n      : {}),\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      // Salesforce's Lead Source travels to the contact (AGL-3298).\n      ...(typeof lead.leadSource === 'string' && lead.leadSource\n        ? { leadSource: lead.leadSource }\n        : {}),\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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+{"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  consentGroupDisclosureKey,\n  consentGroupScope,\n  CRM_COLLECTIONS,\n  type CrmDealStage,\n  type CrmDealStatus,\n  type CrmLeadFields,\n  type CrmPipeline,\n  crmScopeTokens,\n  DEFAULT_DEAL_STAGES,\n  grantedUnderConsentGroup,\n  nameSearchFields,\n  contactFacetPath,\n  normalizeContactEmail,\n  ORG_SCOPE_TOKEN,\n  readContactFacet,\n  crmNewRecordListFields,\n  readMarketingBasis,\n  soloConsentGroup,\n} from '@aglyn/aglyn/server'\nimport {\n  consentGroupForSite,\n  crmRecordsQuotaForOrg,\n  findContactByEmail,\n  logHostActivity,\n  orgDataCollectionForHost,\n  restampCrmListFieldsAt,\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, lead source, 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  /*\n   * WHICH SITES THE CONTACT'S GRANT COVERS (AGL-3320): the lead's, never\n   * more. The capture door records a fresh grant, so it is handed the group's\n   * disclosure key only when the lead ALREADY holds a grant given under the\n   * group as it stands, at every site it names — a lead captured by one site\n   * before the group existed, or before a site joined, converts to a contact\n   * that site alone may mail, exactly as the lead was.\n   */\n  const leadDisclosure = grantedUnderConsentGroup(lead, group)\n    ? consentGroupDisclosureKey(group)\n    : null\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    ...(leadConsent.basis === 'granted' && leadDisclosure\n      ? { disclosedConsentGroup: leadDisclosure }\n      : {}),\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      // Salesforce's Lead Source travels to the contact (AGL-3298).\n      ...(typeof lead.leadSource === 'string' && lead.leadSource\n        ? { leadSource: lead.leadSource }\n        : {}),\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    // The owner is what the Contacts list filters by (AGL-3321).\n    await restampCrmListFieldsAt(contactRef, 'contacts')\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 company: Record<string, unknown> = {\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      const created = await orgRef.collection(CRM_COLLECTIONS.companies).add({\n        ...company,\n        // What the Companies list searches and filters by (AGL-3321).\n        ...crmNewRecordListFields('companies', company),\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 dealRecord: Record<string, unknown> = {\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    const created = await orgRef.collection(CRM_COLLECTIONS.deals).add({\n      ...dealRecord,\n      // What the Deals list searches and filters by (AGL-3321).\n      ...crmNewRecordListFields('deals', dealRecord),\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  }\n}\n"],"names":["consentGroupDisclosureKey","consentGroupScope","CRM_COLLECTIONS","crmScopeTokens","DEFAULT_DEAL_STAGES","grantedUnderConsentGroup","nameSearchFields","contactFacetPath","normalizeContactEmail","ORG_SCOPE_TOKEN","readContactFacet","crmNewRecordListFields","readMarketingBasis","soloConsentGroup","consentGroupForSite","crmRecordsQuotaForOrg","findContactByEmail","logHostActivity","orgDataCollectionForHost","restampCrmListFieldsAt","writeContactCompanyLink","FieldPath","FieldValue","assignOwnerForCapture","notifyRecordAssigned","captureHostContact","handOffLeadRecords","stageForNewDeal","pipeline","requestedStageId","requested","stages","sort","a","b","order","length","find","stage","id","undefined","kind","dealStatusForStage","convertHostLead","input","leadSnapshot","contactSnapshot","actor","lead","firestore","hostId","orgId","org","leadId","createCompany","deal","requestedCompanyId","String","companyId","trim","leadRef","collection","doc","get","exists","ok","reason","data","convertedContactId","contactId","dealId","alreadyConverted","email","group","visibleTo","readableTokens","Set","pickedOwner","ownerUid","chosenOwner","now","Date","leadName","leadTags","Array","isArray","tags","map","leadConsent","leadDisclosure","captured","name","source","interaction","summary","refId","basis","marketingConsent","disclosedConsentGroup","facet","lifecycleStage","phone","jobTitle","leadSource","address","company","companyName","refused","contactsRef","contactRef","ref","contactData","orgRef","bandFull","room","allowed","groupId","assigned","actorUid","uid","outcome","update","updatedAt","serverTimestamp","record","who","companySnapshot","companies","visibleAmong","snapshots","snapshot","tokens","some","token","has","byName","where","toLowerCase","limit","docs","domain","byDomain","createdByUid","createdAt","created","add","contact","companiesRef","pipelinesRef","pipelines","pipelineId","defaults","empty","any","orderBy","documentId","seeded","isDefault","stageId","dealRecord","title","titleLower","status","amountCents","currency","stageChangedAtMs","deals","stamp","convertedAtMs","by","apiKeyName","type"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA2DC,GAED,SACEA,yBAAyB,EACzBC,iBAAiB,EACjBC,eAAe,EAKfC,cAAc,EACdC,mBAAmB,EACnBC,wBAAwB,EACxBC,gBAAgB,EAChBC,gBAAgB,EAChBC,qBAAqB,EACrBC,eAAe,EACfC,gBAAgB,EAChBC,sBAAsB,EACtBC,kBAAkB,EAClBC,gBAAgB,QACX,sBAAqB;AAC5B,SACEC,mBAAmB,EACnBC,qBAAqB,EACrBC,kBAAkB,EAClBC,eAAe,EACfC,wBAAwB,EACxBC,sBAAsB,EACtBC,uBAAuB,QAClB,2BAA0B;AACjC,SAASC,SAAS,EAAEC,UAAU,QAAQ,2BAA0B;AAChE,SAASC,qBAAqB,EAAEC,oBAAoB,QAAQ,4BAAwB;AACpF,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,SAASC,kBAAkB,QAAQ,qBAAiB;AAuGpD;;;;;;;;;;CAUC,GACD,OAAO,SAASC,gBACdC,QAAqC,EACrCC,gBAAoC;QAEhBD,kBAKbE;IALP,MAAMC,SAAS;YAAKH,mBAAAA,SAASG,MAAM,YAAfH,mBAAmB,EAAE;KAAE,CAACI,IAAI,CAAC,CAACC,GAAGC,IAAMD,EAAEE,KAAK,GAAGD,EAAEC,KAAK;IAC5E,IAAI,CAACJ,OAAOK,MAAM,EAAE,OAAO;IAC3B,MAAMN,YAAYD,mBACdE,OAAOM,IAAI,CAAC,CAACC,QAAUA,MAAMC,EAAE,KAAKV,oBACpCW;IACJ,QAAOV,OAAAA,oBAAAA,YAAaC,OAAOM,IAAI,CAAC,CAACC,QAAUA,MAAMG,IAAI,KAAK,mBAAnDX,OAA8DC,MAAM,CAAC,EAAE;AAChF;AAEA,sDAAsD,GACtD,SAASW,mBAAmBJ,KAAmB;IAC7C,OAAOA,MAAMG,IAAI,KAAK,QAAQ,QAAQH,MAAMG,IAAI,KAAK,SAAS,SAAS;AACzE;AAEA;;;CAGC,GACD,OAAO,eAAeE,gBACpBC,KAA2B;QAGOA,kBAUpBC,oBAiCaD,iBAsFNE,uBA2BNpC,4BAyOJqC,cAIgCC;IA1Y3C,MAAM,EAAEC,SAAS,EAAEC,MAAM,EAAEC,KAAK,EAAEC,GAAG,EAAEC,MAAM,EAAEN,KAAK,EAAEO,aAAa,EAAEC,IAAI,EAAE,GAAGX;IAC9E,MAAMY,qBAAqBC,QAAOb,mBAAAA,MAAMc,SAAS,YAAfd,mBAAmB,IAAIe,IAAI;IAC7D,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAMC,UAAUX,UACbY,UAAU,CAAC,QACXC,GAAG,CAACX,OACJU,UAAU,CAAC,SACXC,GAAG,CAACT;IACP,MAAMR,eAAe,MAAMe,QAAQG,GAAG;IACtC,IAAI,CAAClB,aAAamB,MAAM,EAAE,OAAO;QAAEC,IAAI;QAAOC,QAAQ;IAAe;IACrE,MAAMlB,QAAQH,qBAAAA,aAAasB,IAAI,cAAjBtB,qBAAuB,CAAC;IACtC,IAAIG,KAAKoB,kBAAkB,EAAE;QAC3B,OAAO;YACLH,IAAI;YACJI,WAAWrB,KAAKoB,kBAAkB;WAC9BpB,KAAKU,SAAS,GAAG;YAAEA,WAAWV,KAAKU,SAAS;QAAC,IAAI,CAAC,GAClDV,KAAKsB,MAAM,GAAG;YAAEA,QAAQtB,KAAKsB,MAAM;QAAC,IAAI,CAAC;YAC7CC,kBAAkB;;IAEtB;IACA,MAAMC,QAAQhE,sBAAsBwC,IAAI,CAAC,QAAQ;IACjD,IAAI,CAACwB,OAAO,OAAO;QAAEP,IAAI;QAAOC,QAAQ;IAAW;IAEnD,MAAMO,QAAQ,MAAM3D,oBAAoBoC,QAAQE;IAChD,MAAMsB,YAAYvE,eAAeiD,KAAKqB;IACtC;;;;;GAKC,GACD,MAAME,iBAAiB,IAAIC,IAAY;QACrCnE;WACGR,kBAAkBwE;KACtB;IACD;;;;;;;GAOC,GACD,MAAMI,cAAcpB,QAAOb,kBAAAA,MAAMkC,QAAQ,YAAdlC,kBAAkB,IAAIe,IAAI;IACrD,MAAMoB,cACJF,eAAgB,CAAA,OAAO7B,KAAK8B,QAAQ,KAAK,WAAW9B,KAAK8B,QAAQ,GAAG,EAAC;IACvE,MAAME,MAAMC,KAAKD,GAAG;IACpB,MAAME,WAAW,OAAOlC,IAAI,CAAC,OAAO,KAAK,WAAWA,IAAI,CAAC,OAAO,GAAGR;IAEnE;;;;;;;;;;;;;;;;;6CAiB2C,GAC3C,MAAM2C,WAAWC,MAAMC,OAAO,CAACrC,KAAKsC,IAAI,IAAItC,KAAKsC,IAAI,CAACC,GAAG,CAAC9B,UAAU,EAAE;IACtE,MAAM+B,cAAc5E,mBAAmBoC,MAAMnC,iBAAiBqC;IAC9D;;;;;;;GAOC,GACD,MAAMuC,iBAAiBpF,yBAAyB2C,MAAMyB,SAClDzE,0BAA0ByE,SAC1B;IACJ,MAAMiB,WAAW,MAAMjE,mBAAmB;QACxCyB;QACAsB;OACIU,WAAW;QAAES,MAAMT;IAAS,IAAI,CAAC;QACrCU,QAAQ;QACRC,aAAa;YAAEC,SAAS;YAAyBC,OAAO1C;QAAO;OAC3DmC,YAAYQ,KAAK,KAAK,YAAY;QAAEC,kBAAkB;IAAK,IAAI,CAAC,GAChET,YAAYQ,KAAK,KAAK,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package/src/lib/get-collection-content.d.ts

@@ -85,11 +85,23 @@ export interface CollectionEntrySummary {
 export declare function isDueScheduled(value: FirebaseFirestore.DocumentData): boolean;
 /**
  * A scheduled entry still waiting on its time: not due yet, and not refused.
- * Nothing but a render publishes a content entry, so a cache that stored a
- * read holding one would withhold the render that notices it come due — see
- * {@link LiveEntriesRead.pendingSchedule}.
+ * A render is the backstop that publishes a content entry the beat has not
+ * reached, so a cache that stored a read holding one would withhold the render
+ * that notices it come due — see {@link LiveEntriesRead.pendingSchedule}.
  */
 export declare function isPendingScheduled(value: FirebaseFirestore.DocumentData): boolean;
+/**
+ * When this entry's schedule comes due, in epoch ms — or null when it holds
+ * no schedule to act on: not `scheduled`, already refused, or carrying no
+ * `publishAt` (AGL-3340).
+ *
+ * The beat orders its probe by this instant. A refused schedule keeps
+ * `status: 'scheduled'` forever (see {@link ENTRY_SCHEDULE_SKIPPED}), so
+ * reading one as due would make every beat re-probe for work that will never
+ * be done. Seconds, like {@link isDueScheduled}, so the two agree about the
+ * instant an entry comes due.
+ */
+export declare function entryScheduleDueAtMs(value: FirebaseFirestore.DocumentData): number | null;
 /**
  * Is this host's plan allowed to publish on a schedule? (AGL-471 shape.)
  *
@@ -123,7 +135,10 @@ export declare function scheduledPublishingPermission(hostId: string): Promise<S
 /**
  * Scheduled entries (AGL-123) go live lazily like AGL-61: a due
  * `publishAt` counts as published for this render, and the doc is flipped
- * to `published` fail-open so the state becomes durable.
+ * to `published` fail-open so the state becomes durable. The tenant's
+ * `apply-entry-schedules` beat makes the same flip at the entry's time and
+ * drops the pages that list it (AGL-3340); this render-time half stays as the
+ * backstop for a beat that is down or has not reached the entry yet.
  *
  * PLAN GATE (AGL-471). `scheduledPublishing` is a Business entitlement, and
  * until now nothing on the entry path checked it: the console let any plan
@@ -140,6 +155,28 @@ export declare function scheduledPublishingPermission(hostId: string): Promise<S
  * points at can never disagree about which entries exist.
  */
 export declare function isLive(value: FirebaseFirestore.DocumentData, permission: SchedulePermission): boolean;
+/**
+ * What {@link flipDueEntry} did to one entry.
+ *
+ * `published` is the only outcome that changes what a visitor sees, so it is
+ * the only one a caller drops pages for. `refused` changes the stored state
+ * and nothing on the site — a refused entry was never live.
+ */
+export type EntryScheduleOutcome = 'published' | 'refused' | 'unchanged' | 'failed';
+/**
+ * Apply one due entry schedule outside a render (AGL-3340) — the executor the
+ * `apply-entry-schedules` beat runs, and the same one a render runs, so the
+ * two cannot come to disagree about the plan gate or the fields a flip
+ * writes.
+ *
+ * Asks the plan only for an entry that is actually due, as every render path
+ * does. Guarded on the snapshot's own `updateTime`: a schedule edited after
+ * the beat read it is left for the next beat, which reads it fresh.
+ */
+export declare function applyDueEntrySchedule(options: {
+    hostId: string;
+    entry: Pick<FirebaseFirestore.DocumentSnapshot, 'ref' | 'data' | 'updateTime'>;
+}): Promise<EntryScheduleOutcome>;
 export interface CollectionContent {
     /**
      * The zone this site's dates read in (AGL-3237), carried on the CONTENT so