What causes "Lead creation failed" in hcengineering/platform?

Select a customer in the dialog before submitting

hcengineering/platform · error · Error

Lead creation failed

Error message

Lead  creation failed

What it means

Thrown in CreateLead.svelte when preconditions for creating a Lead fail: either the Sequence object for lead.class.Lead is missing (client.findOne returned undefined) or the customer contact is null/undefined. Sequences generate incrementing lead numbers, so without one the lead cannot be numbered, and a customer is required data.

Source

Thrown at plugins/lead-resources/src/components/CreateLead.svelte:89

      state = rawStates[0]?._id
      object.status = state
    }
  }

  $: if (_space === undefined) {
    if (funnels.find((it) => it._id === _space) === undefined) {
      _space = funnels[0]?._id
    }
  }

  $: funnel = funnels.find((it) => it._id === _space)

  let kind: Ref<TaskType> | undefined = undefined

  async function createLead () {
    const sequence = await client.findOne(core.class.Sequence, { attachedTo: lead.class.Lead })
    if (sequence === undefined || customer == null) {
      throw new Error('Lead  creation failed')
    }
    if (kind === undefined) {
      throw new Error('kind is not specified')
    }

    const incResult = await client.update(sequence, { $inc: { sequence: 1 } }, true)
    const number = (incResult as any).object.sequence

    const value: AttachedData<Lead> = {
      status: state,
      number,
      identifier: `LEAD-${number}`,
      title,
      kind,
      rank: '',
      assignee: null,
      startDate: null,
      dueDate: null,

View on GitHub (pinned to 63e28dc964)

Solutions

Select a customer in the dialog before submitting
Ensure the Sequence object for Lead exists (seed it via plugin setup/upgrade routine, e.g. lead.class.Leed sequence with initial value)
Re-run product/workspace migrations so core sequences are created
Catch the error and surface which precondition failed (sequence vs customer)

Example fix

// before
const sequence = await client.findOne(core.class.Sequence, { attachedTo: lead.class.Lead })
if (sequence === undefined || customer == null) {
  throw new Error('Lead  creation failed')
}
// after
const sequence = await client.findOne(core.class.Sequence, { attachedTo: lead.class.Lead })
if (sequence === undefined) {
  await ensureSequence(lead.class.Lead, 0) // seed missing sequence
}
if (customer == null) {
  ui.notify('Please select a customer first')
  return
}

Defensive patterns

Strategy: validation

Validate before calling

const sequence = await client.findOne(core.class.Sequence, { attachedTo: lead.class.Lead })
if (sequence === undefined) {
  await ensureSequence(lead.class.Lead)
}
if (customer == null) {
  throw new Error('Select a customer before creating a lead')
}

Type guard

function canCreateLead (sequence: Sequence | undefined, customer: Ref<Contact> | null | undefined): boolean {
  return sequence !== undefined && customer != null
}

Try / catch

try {
  await createLead()
} catch (err) {
  if (err instanceof Error && err.message.startsWith('Lead')) {
    ui.notify('Lead cannot be created: missing sequence or customer.')
  } else throw err
}

Prevention

Seed Sequence documents for every numbered class during workspace setup
Require customer selection in form validation before submit
Run migrations after plugin upgrades
Split compound precondition checks so the failure cause is clear

When it happens

Trigger: No core.class.Sequence document with attachedTo === lead.class.Lead exists in the workspace, or the component's `customer` variable was never set (null/undefined) when createLead() runs.

Common situations: Fresh workspace or migration where Lead sequence was never seeded; user submits the form before selecting a customer; component state reset losing the customer selection.

Related errors

AI-assisted analysis of hcengineering/platform@63e28dc964 (2026-08-29). Data as JSON: /api/errors/39852d0c9403663c. Report an issue: GitHub.