@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/lead-convert-dialog.js

@@ -0,0 +1,493 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { _ as _extends } from "@swc/helpers/_/_extends";
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import * as Aglyn from "@aglyn/aglyn";
+import { authorizedFetch } from "@aglyn/shared-util-http/authorized-token";
+import { useSnackbar } from "@aglyn/shared-ui-snackstack";
+import { useFirestore, useFirestoreCollection, useUser } from "@aglyn/tenant-feature-instance";
+import { Alert, Button, Checkbox, Dialog, DialogActions, DialogContent, DialogTitle, Divider, FormControl, FormControlLabel, InputLabel, MenuItem, Radio, RadioGroup, Select, Stack, TextField, Typography } from "@mui/material";
+import { collection, documentId, limit, orderBy, query, where } from "firebase/firestore";
+import { useRouter } from "next/navigation";
+import { useEffect, useId, useMemo, useRef, useState } from "react";
+import { dollarsToCents, suggestCompanyForLead } from "../model/lead-company-suggestion.js";
+import { crmRoutes } from "../model/crm-routes.js";
+import { LeadOwnerSelect } from "./lead-owner-select.js";
+/**
+ * How many companies the picker loads. Ordered by name, so a bigger org sees
+ * its first two hundred alphabetically and the domain match still finds the
+ * right one when it is among them; past that the converter creates and the
+ * route dedupes by domain server-side, which is the backstop this ceiling
+ * relies on.
+ */ const COMPANY_OPTIONS_CEILING = 200;
+/**
+ * Convert a lead into a contact, and optionally a company and a deal
+ * (AGL-2608).
+ *
+ * The dialog collects the decisions and posts ONE request to
+ * `crm/lead-convert`; it writes nothing itself, because the contact can only
+ * come from the server's dedupe door and the rest of the conversion has to
+ * follow it in order. What it does own is the suggestion: the company the
+ * lead's email domain implies, matched against the companies this reader can
+ * see, so the common case is a glance and a click.
+ *
+ * Both reads open only while the dialog is — a converter who never opens it
+ * pays for neither the company list nor the pipeline.
+ */ export function LeadConvertDialog(props) {
+    var _pipelines_find, _lead_email;
+    const { open, onClose, hostId, orgId, org, leadId, lead, basePath, roster } = props;
+    const firestore = useFirestore();
+    const router = useRouter();
+    const { data: user } = useUser();
+    const { enqueueSnackbar } = useSnackbar();
+    /*
+   * The scope this reader may see — the same tokens every CRM listener
+   * filters on, and the rules refuse a list without them. The Leads list
+   * mounts the dialog closed at the organization level with no site at all
+   * (the row it converts brings one), and a consent group must name a site,
+   * so until then the scope is the organization's token alone — nothing reads
+   * it while the dialog is closed.
+   */ const visibleToTokens = useMemo(()=>{
+        var _ref;
+        const group = hostId ? Aglyn.consentGroupForHost(org != null ? org : {}, hostId) : null;
+        return [
+            Aglyn.ORG_SCOPE_TOKEN,
+            ...((_ref = group == null ? void 0 : group.hostIds) != null ? _ref : []).map((id)=>Aglyn.hostScopeToken(id))
+        ].slice(0, Aglyn.MAX_SCOPE_HOSTS);
+    }, [
+        org,
+        hostId
+    ]);
+    const tokensKey = visibleToTokens.join(',');
+    const { data: companies, status: companiesStatus } = useFirestoreCollection(()=>open && orgId ? query(collection(firestore, 'orgs', orgId, Aglyn.CRM_COLLECTIONS.companies), where('visibleTo', 'array-contains-any', visibleToTokens), orderBy('nameLower'), limit(COMPANY_OPTIONS_CEILING)) : null, [
+        firestore,
+        orgId,
+        open,
+        tokensKey
+    ], {
+        idField: '$id'
+    });
+    const { data: pipelines } = useFirestoreCollection(()=>open && orgId ? query(collection(firestore, 'orgs', orgId, Aglyn.CRM_COLLECTIONS.pipelines), where('visibleTo', 'array-contains-any', visibleToTokens), orderBy(documentId()), limit(20)) : null, [
+        firestore,
+        orgId,
+        open,
+        tokensKey
+    ], {
+        idField: '$id'
+    });
+    /*
+   * The pipeline the deal will open in — the route's own choice, mirrored so
+   * the stage picker offers the stages the deal will really have: the flagged
+   * default, else the first by id, else the stages the route will seed.
+   */ const pipeline = (_pipelines_find = pipelines.find((entry)=>entry.isDefault)) != null ? _pipelines_find : pipelines[0];
+    const stages = useMemo(()=>{
+        var _ref;
+        return [
+            ...(_ref = pipeline == null ? void 0 : pipeline.stages) != null ? _ref : Aglyn.DEFAULT_DEAL_STAGES
+        ].filter((stage)=>stage.kind === 'open').sort((a, b)=>a.order - b.order);
+    }, [
+        pipeline
+    ]);
+    const email = String((_lead_email = lead['email']) != null ? _lead_email : '');
+    const leadLabel = String(lead['name'] || email || leadId);
+    const [ownerUid, setOwnerUid] = useState('');
+    const [companyMode, setCompanyMode] = useState('none');
+    const [companyId, setCompanyId] = useState('');
+    const [companyName, setCompanyName] = useState('');
+    const [companyDomain, setCompanyDomain] = useState('');
+    const [dealOn, setDealOn] = useState(false);
+    const [dealTitle, setDealTitle] = useState('');
+    const [dealAmount, setDealAmount] = useState('');
+    const [dealCurrency, setDealCurrency] = useState('usd');
+    const [dealStageId, setDealStageId] = useState('');
+    const [busy, setBusy] = useState(false);
+    const [error, setError] = useState(null);
+    // The labels' ids, so the two comboboxes are named "Company" and "Stage"
+    // rather than after whatever they show — see `LeadOwnerSelect`.
+    const companyLabelId = useId();
+    const stageLabelId = useId();
+    /*
+   * Reset on every open, and seed the company step ONCE per open when the
+   * company list has answered — not on every snapshot, or a converter who
+   * changed their mind would have the suggestion put back under them.
+   */ const seededFor = useRef(null);
+    useEffect(()=>{
+        var _ref, _lead_ownerUid;
+        if (!open) {
+            seededFor.current = null;
+            return;
+        }
+        setOwnerUid(String((_ref = (_lead_ownerUid = lead.ownerUid) != null ? _lead_ownerUid : user == null ? void 0 : user.uid) != null ? _ref : ''));
+        setDealOn(false);
+        setDealTitle(leadLabel);
+        setDealAmount('');
+        setDealCurrency('usd');
+        setDealStageId('');
+        setError(null);
+        setCompanyMode('none');
+        setCompanyId('');
+        setCompanyName('');
+        setCompanyDomain('');
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+    }, [
+        open,
+        leadId
+    ]);
+    useEffect(()=>{
+        if (!open || companiesStatus !== 'success') return;
+        if (seededFor.current === leadId) return;
+        seededFor.current = leadId;
+        const suggestion = suggestCompanyForLead(email, companies);
+        setCompanyMode(suggestion.mode);
+        if (suggestion.mode === 'existing') setCompanyId(suggestion.companyId);
+        if (suggestion.mode === 'new') {
+            setCompanyName(suggestion.name);
+            setCompanyDomain(suggestion.domain);
+        }
+    }, [
+        open,
+        companiesStatus,
+        companies,
+        email,
+        leadId
+    ]);
+    const amountCents = dollarsToCents(dealAmount);
+    const amountInvalid = amountCents === undefined;
+    const submittable = !busy && (companyMode !== 'new' || companyName.trim().length > 0) && (companyMode !== 'existing' || Boolean(companyId)) && (!dealOn || dealTitle.trim().length > 0 && !amountInvalid);
+    const submit = async ()=>{
+        if (!submittable) return;
+        setBusy(true);
+        setError(null);
+        const body = _extends({
+            hostId,
+            leadId
+        }, ownerUid ? {
+            ownerUid
+        } : {}, companyMode === 'existing' ? {
+            companyId
+        } : {}, companyMode === 'new' ? {
+            createCompany: _extends({
+                name: companyName.trim()
+            }, companyDomain.trim() ? {
+                domain: companyDomain.trim()
+            } : {})
+        } : {}, dealOn ? {
+            deal: _extends({
+                title: dealTitle.trim()
+            }, typeof amountCents === 'number' ? {
+                amountCents
+            } : {}, {
+                currency: dealCurrency.trim().toLowerCase() || 'usd'
+            }, dealStageId ? {
+                stageId: dealStageId
+            } : {})
+        } : {});
+        try {
+            const response = await authorizedFetch(user, '/api/crm/lead-convert', {
+                method: 'POST',
+                headers: {
+                    'content-type': 'application/json'
+                },
+                body: JSON.stringify(body)
+            });
+            const answer = await response.json().catch(()=>({}));
+            if (!response.ok || !('ok' in answer)) {
+                var _answer_error;
+                setError(String((_answer_error = answer.error) != null ? _answer_error : 'The lead could not be converted.'));
+                return;
+            }
+            enqueueSnackbar(answer.alreadyConverted ? 'This lead was already converted — opening the contact' : 'Lead converted', {
+                variant: 'success',
+                persist: false
+            });
+            onClose();
+            router.push(crmRoutes(basePath).contact(answer.contactId));
+        } catch (cause) {
+            setError(cause instanceof Error ? cause.message : 'The lead could not be converted.');
+        } finally{
+            setBusy(false);
+        }
+    };
+    return /*#__PURE__*/ _jsxs(Dialog, {
+        open: open,
+        onClose: busy ? undefined : onClose,
+        maxWidth: "sm",
+        fullWidth: true,
+        children: [
+            /*#__PURE__*/ _jsx(DialogTitle, {
+                children: `Convert ${leadLabel}`
+            }),
+            /*#__PURE__*/ _jsx(DialogContent, {
+                children: /*#__PURE__*/ _jsxs(Stack, {
+                    spacing: 3,
+                    sx: {
+                        pt: 1
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsxs(Stack, {
+                            spacing: 1,
+                            children: [
+                                /*#__PURE__*/ _jsx(Typography, {
+                                    variant: "subtitle2",
+                                    children: 'Contact'
+                                }),
+                                /*#__PURE__*/ _jsx(Typography, {
+                                    variant: "body2",
+                                    color: "text.secondary",
+                                    children: `${email} becomes a contact at the Sales qualified stage — or ` + 'joins the one this address already has.'
+                                }),
+                                /*#__PURE__*/ _jsx(LeadOwnerSelect, {
+                                    value: ownerUid,
+                                    onChange: setOwnerUid,
+                                    roster: roster
+                                })
+                            ]
+                        }),
+                        /*#__PURE__*/ _jsx(Divider, {}),
+                        /*#__PURE__*/ _jsxs(Stack, {
+                            spacing: 1,
+                            children: [
+                                /*#__PURE__*/ _jsx(Typography, {
+                                    variant: "subtitle2",
+                                    children: 'Company'
+                                }),
+                                /*#__PURE__*/ _jsxs(RadioGroup, {
+                                    value: companyMode,
+                                    onChange: (event)=>setCompanyMode(event.target.value),
+                                    children: [
+                                        /*#__PURE__*/ _jsx(FormControlLabel, {
+                                            value: "none",
+                                            control: /*#__PURE__*/ _jsx(Radio, {
+                                                size: "small"
+                                            }),
+                                            label: "No company"
+                                        }),
+                                        /*#__PURE__*/ _jsx(FormControlLabel, {
+                                            value: "existing",
+                                            control: /*#__PURE__*/ _jsx(Radio, {
+                                                size: "small"
+                                            }),
+                                            label: "Link an existing company",
+                                            disabled: companies.length === 0
+                                        }),
+                                        /*#__PURE__*/ _jsx(FormControlLabel, {
+                                            value: "new",
+                                            control: /*#__PURE__*/ _jsx(Radio, {
+                                                size: "small"
+                                            }),
+                                            label: "Create a company"
+                                        })
+                                    ]
+                                }),
+                                companyMode === 'existing' ? /*#__PURE__*/ _jsxs(FormControl, {
+                                    size: "small",
+                                    fullWidth: true,
+                                    children: [
+                                        /*#__PURE__*/ _jsx(InputLabel, {
+                                            id: companyLabelId,
+                                            children: 'Company'
+                                        }),
+                                        /*#__PURE__*/ _jsx(Select, {
+                                            labelId: companyLabelId,
+                                            label: "Company",
+                                            value: companyId,
+                                            onChange: (event)=>setCompanyId(String(event.target.value)),
+                                            children: companies.map((company)=>{
+                                                var _company_name;
+                                                return /*#__PURE__*/ _jsxs(MenuItem, {
+                                                    value: company.$id,
+                                                    children: [
+                                                        String((_company_name = company.name) != null ? _company_name : company.$id),
+                                                        company.domain ? /*#__PURE__*/ _jsx(Typography, {
+                                                            component: "span",
+                                                            variant: "caption",
+                                                            color: "text.secondary",
+                                                            sx: {
+                                                                ml: 1
+                                                            },
+                                                            children: String(company.domain)
+                                                        }) : null
+                                                    ]
+                                                }, company.$id);
+                                            })
+                                        })
+                                    ]
+                                }) : null,
+                                companyMode === 'new' ? /*#__PURE__*/ _jsxs(Stack, {
+                                    direction: {
+                                        xs: 'column',
+                                        sm: 'row'
+                                    },
+                                    spacing: 1,
+                                    children: [
+                                        /*#__PURE__*/ _jsx(TextField, {
+                                            size: "small",
+                                            label: "Company name",
+                                            value: companyName,
+                                            onChange: (event)=>setCompanyName(event.target.value),
+                                            fullWidth: true,
+                                            slotProps: {
+                                                htmlInput: {
+                                                    maxLength: 120
+                                                }
+                                            }
+                                        }),
+                                        /*#__PURE__*/ _jsx(TextField, {
+                                            size: "small",
+                                            label: "Domain",
+                                            value: companyDomain,
+                                            onChange: (event)=>setCompanyDomain(event.target.value),
+                                            helperText: "Used to match future contacts to this company",
+                                            fullWidth: true
+                                        })
+                                    ]
+                                }) : null
+                            ]
+                        }),
+                        /*#__PURE__*/ _jsx(Divider, {}),
+                        /*#__PURE__*/ _jsxs(Stack, {
+                            spacing: 1,
+                            children: [
+                                /*#__PURE__*/ _jsx(FormControlLabel, {
+                                    control: /*#__PURE__*/ _jsx(Checkbox, {
+                                        checked: dealOn,
+                                        onChange: (event)=>setDealOn(event.target.checked)
+                                    }),
+                                    label: /*#__PURE__*/ _jsx(Typography, {
+                                        variant: "subtitle2",
+                                        children: 'Open a deal'
+                                    })
+                                }),
+                                dealOn ? /*#__PURE__*/ _jsxs(Stack, {
+                                    spacing: 1,
+                                    children: [
+                                        /*#__PURE__*/ _jsx(TextField, {
+                                            size: "small",
+                                            label: "Deal title",
+                                            value: dealTitle,
+                                            onChange: (event)=>setDealTitle(event.target.value),
+                                            fullWidth: true,
+                                            slotProps: {
+                                                htmlInput: {
+                                                    maxLength: 200
+                                                }
+                                            }
+                                        }),
+                                        /*#__PURE__*/ _jsxs(Stack, {
+                                            direction: {
+                                                xs: 'column',
+                                                sm: 'row'
+                                            },
+                                            spacing: 1,
+                                            children: [
+                                                /*#__PURE__*/ _jsx(TextField, {
+                                                    size: "small",
+                                                    label: "Amount",
+                                                    value: dealAmount,
+                                                    onChange: (event)=>setDealAmount(event.target.value),
+                                                    error: amountInvalid,
+                                                    helperText: amountInvalid ? 'Enter an amount like 1200 or 1,200.50' : ' ',
+                                                    fullWidth: true
+                                                }),
+                                                /*#__PURE__*/ _jsx(TextField, {
+                                                    size: "small",
+                                                    label: "Currency",
+                                                    value: dealCurrency,
+                                                    onChange: (event)=>setDealCurrency(event.target.value),
+                                                    helperText: " ",
+                                                    sx: {
+                                                        width: {
+                                                            sm: 140
+                                                        }
+                                                    },
+                                                    slotProps: {
+                                                        htmlInput: {
+                                                            maxLength: 3
+                                                        }
+                                                    }
+                                                })
+                                            ]
+                                        }),
+                                        /*#__PURE__*/ _jsxs(FormControl, {
+                                            size: "small",
+                                            fullWidth: true,
+                                            children: [
+                                                /*#__PURE__*/ _jsx(InputLabel, {
+                                                    id: stageLabelId,
+                                                    shrink: true,
+                                                    children: 'Stage'
+                                                }),
+                                                /*#__PURE__*/ _jsxs(Select, {
+                                                    labelId: stageLabelId,
+                                                    label: "Stage",
+                                                    notched: true,
+                                                    value: dealStageId,
+                                                    onChange: (event)=>setDealStageId(String(event.target.value)),
+                                                    displayEmpty: true,
+                                                    children: [
+                                                        /*#__PURE__*/ _jsx(MenuItem, {
+                                                            value: "",
+                                                            children: /*#__PURE__*/ _jsx("em", {
+                                                                children: stages[0] ? `First stage (${stages[0].name})` : 'First stage'
+                                                            })
+                                                        }),
+                                                        stages.map((stage)=>/*#__PURE__*/ _jsx(MenuItem, {
+                                                                value: stage.id,
+                                                                children: stage.name
+                                                            }, stage.id))
+                                                    ]
+                                                })
+                                            ]
+                                        }),
+                                        !pipeline ? /*#__PURE__*/ _jsx(Typography, {
+                                            variant: "caption",
+                                            color: "text.secondary",
+                                            children: 'This workspace has no pipeline yet — a Sales pipeline ' + 'with the default stages is created with the deal.'
+                                        }) : null
+                                    ]
+                                }) : null
+                            ]
+                        }),
+                        error ? /*#__PURE__*/ _jsx(Alert, {
+                            severity: "error",
+                            children: error
+                        }) : null
+                    ]
+                })
+            }),
+            /*#__PURE__*/ _jsxs(DialogActions, {
+                children: [
+                    /*#__PURE__*/ _jsx(Button, {
+                        onClick: onClose,
+                        disabled: busy,
+                        children: 'Cancel'
+                    }),
+                    /*#__PURE__*/ _jsx(Button, {
+                        variant: "contained",
+                        onClick: ()=>void submit(),
+                        disabled: !submittable,
+                        children: busy ? 'Converting…' : 'Convert'
+                    })
+                ]
+            })
+        ]
+    });
+}
+LeadConvertDialog.displayName = 'LeadConvertDialog';
+export default LeadConvertDialog;
+
+//# sourceMappingURL=lead-convert-dialog.js.map

package/src/lib/components/lead-convert-dialog.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-convert-dialog.tsx"],"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'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type { CrmDealStage, CrmLeadFields } from '@aglyn/aglyn'\nimport { authorizedFetch } from '@aglyn/shared-util-http/authorized-token'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Checkbox,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  Divider,\n  FormControl,\n  FormControlLabel,\n  InputLabel,\n  MenuItem,\n  Radio,\n  RadioGroup,\n  Select,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  documentId,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useEffect, useId, useMemo, useRef, useState } from 'react'\nimport {\n  dollarsToCents,\n  suggestCompanyForLead,\n} from '../model/lead-company-suggestion'\nimport { crmRoutes } from '../model/crm-routes'\nimport type { LeadConvertRequest, LeadConvertResponse } from '../server/lead-convert'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\n\n/**\n * How many companies the picker loads. Ordered by name, so a bigger org sees\n * its first two hundred alphabetically and the domain match still finds the\n * right one when it is among them; past that the converter creates and the\n * route dedupes by domain server-side, which is the backstop this ceiling\n * relies on.\n */\nconst COMPANY_OPTIONS_CEILING = 200\n\ntype CompanyMode = 'none' | 'existing' | 'new'\n\nexport interface LeadConvertDialogProps {\n  open: boolean\n  onClose: () => void\n  hostId: string\n  orgId: string | null\n  org: Record<string, unknown> | null | undefined\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  basePath: string\n  roster: OrgMemberOptions\n}\n\n/**\n * Convert a lead into a contact, and optionally a company and a deal\n * (AGL-2608).\n *\n * The dialog collects the decisions and posts ONE request to\n * `crm/lead-convert`; it writes nothing itself, because the contact can only\n * come from the server's dedupe door and the rest of the conversion has to\n * follow it in order. What it does own is the suggestion: the company the\n * lead's email domain implies, matched against the companies this reader can\n * see, so the common case is a glance and a click.\n *\n * Both reads open only while the dialog is — a converter who never opens it\n * pays for neither the company list nor the pipeline.\n */\nexport function LeadConvertDialog(props: LeadConvertDialogProps) {\n  const { open, onClose, hostId, orgId, org, leadId, lead, basePath, roster } = props\n  const firestore = useFirestore()\n  const router = useRouter()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n\n  /*\n   * The scope this reader may see — the same tokens every CRM listener\n   * filters on, and the rules refuse a list without them. The Leads list\n   * mounts the dialog closed at the organization level with no site at all\n   * (the row it converts brings one), and a consent group must name a site,\n   * so until then the scope is the organization's token alone — nothing reads\n   * it while the dialog is closed.\n   */\n  const visibleToTokens = useMemo(() => {\n    const group = hostId ? Aglyn.consentGroupForHost(org ?? {}, hostId) : null\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...(group?.hostIds ?? []).map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, hostId])\n  const tokensKey = visibleToTokens.join(',')\n\n  const { data: companies, status: companiesStatus } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string; name?: string; domain?: string }\n  >(\n    () =>\n      open && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, Aglyn.CRM_COLLECTIONS.companies),\n            where('visibleTo', 'array-contains-any', visibleToTokens),\n            orderBy('nameLower'),\n            limit(COMPANY_OPTIONS_CEILING),\n          )\n        : null,\n    [firestore, orgId, open, tokensKey],\n    { idField: '$id' },\n  )\n  const { data: pipelines } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string; isDefault?: boolean; stages?: CrmDealStage[] }\n  >(\n    () =>\n      open && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, Aglyn.CRM_COLLECTIONS.pipelines),\n            where('visibleTo', 'array-contains-any', visibleToTokens),\n            orderBy(documentId()),\n            limit(20),\n          )\n        : null,\n    [firestore, orgId, open, tokensKey],\n    { idField: '$id' },\n  )\n  /*\n   * The pipeline the deal will open in — the route's own choice, mirrored so\n   * the stage picker offers the stages the deal will really have: the flagged\n   * default, else the first by id, else the stages the route will seed.\n   */\n  const pipeline = pipelines.find((entry) => entry.isDefault) ?? pipelines[0]\n  const stages = useMemo(\n    () =>\n      [...(pipeline?.stages ?? Aglyn.DEFAULT_DEAL_STAGES)]\n        .filter((stage) => stage.kind === 'open')\n        .sort((a, b) => a.order - b.order),\n    [pipeline],\n  )\n\n  const email = String(lead['email'] ?? '')\n  const leadLabel = String(lead['name'] || email || leadId)\n\n  const [ownerUid, setOwnerUid] = useState('')\n  const [companyMode, setCompanyMode] = useState<CompanyMode>('none')\n  const [companyId, setCompanyId] = useState('')\n  const [companyName, setCompanyName] = useState('')\n  const [companyDomain, setCompanyDomain] = useState('')\n  const [dealOn, setDealOn] = useState(false)\n  const [dealTitle, setDealTitle] = useState('')\n  const [dealAmount, setDealAmount] = useState('')\n  const [dealCurrency, setDealCurrency] = useState('usd')\n  const [dealStageId, setDealStageId] = useState('')\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n  // The labels' ids, so the two comboboxes are named \"Company\" and \"Stage\"\n  // rather than after whatever they show — see `LeadOwnerSelect`.\n  const companyLabelId = useId()\n  const stageLabelId = useId()\n\n  /*\n   * Reset on every open, and seed the company step ONCE per open when the\n   * company list has answered — not on every snapshot, or a converter who\n   * changed their mind would have the suggestion put back under them.\n   */\n  const seededFor = useRef<string | null>(null)\n  useEffect(() => {\n    if (!open) {\n      seededFor.current = null\n      return\n    }\n    setOwnerUid(String(lead.ownerUid ?? user?.uid ?? ''))\n    setDealOn(false)\n    setDealTitle(leadLabel)\n    setDealAmount('')\n    setDealCurrency('usd')\n    setDealStageId('')\n    setError(null)\n    setCompanyMode('none')\n    setCompanyId('')\n    setCompanyName('')\n    setCompanyDomain('')\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, leadId])\n  useEffect(() => {\n    if (!open || companiesStatus !== 'success') return\n    if (seededFor.current === leadId) return\n    seededFor.current = leadId\n    const suggestion = suggestCompanyForLead(email, companies)\n    setCompanyMode(suggestion.mode)\n    if (suggestion.mode === 'existing') setCompanyId(suggestion.companyId)\n    if (suggestion.mode === 'new') {\n      setCompanyName(suggestion.name)\n      setCompanyDomain(suggestion.domain)\n    }\n  }, [open, companiesStatus, companies, email, leadId])\n\n  const amountCents = dollarsToCents(dealAmount)\n  const amountInvalid = amountCents === undefined\n  const submittable =\n    !busy &&\n    (companyMode !== 'new' || companyName.trim().length > 0) &&\n    (companyMode !== 'existing' || Boolean(companyId)) &&\n    (!dealOn || (dealTitle.trim().length > 0 && !amountInvalid))\n\n  const submit = async () => {\n    if (!submittable) return\n    setBusy(true)\n    setError(null)\n    const body: LeadConvertRequest = {\n      hostId,\n      leadId,\n      ...(ownerUid ? { ownerUid } : {}),\n      ...(companyMode === 'existing' ? { companyId } : {}),\n      ...(companyMode === 'new'\n        ? {\n            createCompany: {\n              name: companyName.trim(),\n              ...(companyDomain.trim() ? { domain: companyDomain.trim() } : {}),\n            },\n          }\n        : {}),\n      ...(dealOn\n        ? {\n            deal: {\n              title: dealTitle.trim(),\n              ...(typeof amountCents === 'number' ? { amountCents } : {}),\n              currency: dealCurrency.trim().toLowerCase() || 'usd',\n              ...(dealStageId ? { stageId: dealStageId } : {}),\n            },\n          }\n        : {}),\n    }\n    try {\n      const response = await authorizedFetch(user, '/api/crm/lead-convert', {\n        method: 'POST',\n        headers: { 'content-type': 'application/json' },\n        body: JSON.stringify(body),\n      })\n      const answer = (await response.json().catch(() => ({}))) as\n        | LeadConvertResponse\n        | { error?: string }\n      if (!response.ok || !('ok' in answer)) {\n        setError(\n          String((answer as { error?: string }).error ?? 'The lead could not be converted.'),\n        )\n        return\n      }\n      enqueueSnackbar(\n        answer.alreadyConverted\n          ? 'This lead was already converted — opening the contact'\n          : 'Lead converted',\n        { variant: 'success', persist: false },\n      )\n      onClose()\n      router.push(crmRoutes(basePath).contact(answer.contactId))\n    } catch (cause) {\n      setError(cause instanceof Error ? cause.message : 'The lead could not be converted.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} maxWidth=\"sm\" fullWidth>\n      <DialogTitle>{`Convert ${leadLabel}`}</DialogTitle>\n      <DialogContent>\n        <Stack spacing={3} sx={{ pt: 1 }}>\n          <Stack spacing={1}>\n            <Typography variant=\"subtitle2\">{'Contact'}</Typography>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {`${email} becomes a contact at the Sales qualified stage — or ` +\n                'joins the one this address already has.'}\n            </Typography>\n            <LeadOwnerSelect value={ownerUid} onChange={setOwnerUid} roster={roster} />\n          </Stack>\n          <Divider />\n          <Stack spacing={1}>\n            <Typography variant=\"subtitle2\">{'Company'}</Typography>\n            <RadioGroup\n              value={companyMode}\n              onChange={(event) => setCompanyMode(event.target.value as CompanyMode)}\n            >\n              <FormControlLabel value=\"none\" control={<Radio size=\"small\" />} label=\"No company\" />\n              <FormControlLabel\n                value=\"existing\"\n                control={<Radio size=\"small\" />}\n                label=\"Link an existing company\"\n                disabled={companies.length === 0}\n              />\n              <FormControlLabel\n                value=\"new\"\n                control={<Radio size=\"small\" />}\n                label=\"Create a company\"\n              />\n            </RadioGroup>\n            {companyMode === 'existing' ? (\n              <FormControl size=\"small\" fullWidth>\n                <InputLabel id={companyLabelId}>{'Company'}</InputLabel>\n                <Select\n                  labelId={companyLabelId}\n                  label=\"Company\"\n                  value={companyId}\n                  onChange={(event) => setCompanyId(String(event.target.value))}\n                >\n                  {companies.map((company) => (\n                    <MenuItem key={company.$id} value={company.$id}>\n                      {String(company.name ?? company.$id)}\n                      {company.domain ? (\n                        <Typography\n                          component=\"span\"\n                          variant=\"caption\"\n                          color=\"text.secondary\"\n                          sx={{ ml: 1 }}\n                        >\n                          {String(company.domain)}\n                        </Typography>\n                      ) : null}\n                    </MenuItem>\n                  ))}\n                </Select>\n              </FormControl>\n            ) : null}\n            {companyMode === 'new' ? (\n              <Stack direction={{ xs: 'column', sm: 'row' }} spacing={1}>\n                <TextField\n                  size=\"small\"\n                  label=\"Company name\"\n                  value={companyName}\n                  onChange={(event) => setCompanyName(event.target.value)}\n                  fullWidth\n                  slotProps={{ htmlInput: { maxLength: 120 } }}\n                />\n                <TextField\n                  size=\"small\"\n                  label=\"Domain\"\n                  value={companyDomain}\n                  onChange={(event) => setCompanyDomain(event.target.value)}\n                  helperText=\"Used to match future contacts to this company\"\n                  fullWidth\n                />\n              </Stack>\n            ) : null}\n          </Stack>\n          <Divider />\n          <Stack spacing={1}>\n            <FormControlLabel\n              control={\n                <Checkbox\n                  checked={dealOn}\n                  onChange={(event) => setDealOn(event.target.checked)}\n                />\n              }\n              label={<Typography variant=\"subtitle2\">{'Open a deal'}</Typography>}\n            />\n            {dealOn ? (\n              <Stack spacing={1}>\n                <TextField\n                  size=\"small\"\n                  label=\"Deal title\"\n                  value={dealTitle}\n                  onChange={(event) => setDealTitle(event.target.value)}\n                  fullWidth\n                  slotProps={{ htmlInput: { maxLength: 200 } }}\n                />\n                <Stack direction={{ xs: 'column', sm: 'row' }} spacing={1}>\n                  <TextField\n                    size=\"small\"\n                    label=\"Amount\"\n                    value={dealAmount}\n                    onChange={(event) => setDealAmount(event.target.value)}\n                    error={amountInvalid}\n                    helperText={amountInvalid ? 'Enter an amount like 1200 or 1,200.50' : ' '}\n                    fullWidth\n                  />\n                  <TextField\n                    size=\"small\"\n                    label=\"Currency\"\n                    value={dealCurrency}\n                    onChange={(event) => setDealCurrency(event.target.value)}\n                    helperText=\" \"\n                    sx={{ width: { sm: 140 } }}\n                    slotProps={{ htmlInput: { maxLength: 3 } }}\n                  />\n                </Stack>\n                <FormControl size=\"small\" fullWidth>\n                  {/* `shrink`, because `displayEmpty` below draws the \"First\n                      stage\" placeholder where an empty value would leave the\n                      field blank — and a label that has not shrunk sits on\n                      top of it. */}\n                  <InputLabel id={stageLabelId} shrink>\n                    {'Stage'}\n                  </InputLabel>\n                  <Select\n                    labelId={stageLabelId}\n                    label=\"Stage\"\n                    notched\n                    value={dealStageId}\n                    onChange={(event) => setDealStageId(String(event.target.value))}\n                    displayEmpty\n                  >\n                    <MenuItem value=\"\">\n                      <em>{stages[0] ? `First stage (${stages[0].name})` : 'First stage'}</em>\n                    </MenuItem>\n                    {stages.map((stage) => (\n                      <MenuItem key={stage.id} value={stage.id}>\n                        {stage.name}\n                      </MenuItem>\n                    ))}\n                  </Select>\n                </FormControl>\n                {!pipeline ? (\n                  <Typography variant=\"caption\" color=\"text.secondary\">\n                    {'This workspace has no pipeline yet — a Sales pipeline ' +\n                      'with the default stages is created with the deal.'}\n                  </Typography>\n                ) : null}\n              </Stack>\n            ) : null}\n          </Stack>\n          {error ? <Alert severity=\"error\">{error}</Alert> : null}\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button variant=\"contained\" onClick={() => void submit()} disabled={!submittable}>\n          {busy ? 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package/src/lib/components/lead-detail-page.d.ts

@@ -0,0 +1,16 @@
+import { type CrmDetailPageProps } from '../model/crm-routes';
+/**
+ * `/crm/leads/{leadId}` — one lead (AGL-2608).
+ *
+ * The record behind a row of the Leads section: what the person did on the
+ * site, who is working them, and the conversion that turns them into a
+ * contact, a company and a deal. One document listen — `hosts/{hostId}/leads`
+ * is host-scoped by path, so there is no `visibleTo` to filter — and one
+ * roster request for the owner picker; the convert dialog's reads open only
+ * when it does.
+ */
+export declare function LeadDetailPage(props: CrmDetailPageProps): import("react").JSX.Element;
+export declare namespace LeadDetailPage {
+    var displayName: string;
+}
+export default LeadDetailPage;