@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/lead-detail-page.js

@@ -0,0 +1,163 @@
+/**
+ * @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 { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
+import { pluginDocsHelp, normalizeContactEmail, readErasureRequestedAtMs } from "@aglyn/aglyn";
+import { useFirestore, useFirestoreDoc, useOrgDataScope } from "@aglyn/tenant-feature-instance";
+import { Stack, Typography } from "@mui/material";
+import { doc } from "firebase/firestore";
+import { useState } from "react";
+import { useOrgMemberOptions } from "../hooks/use-org-member-options.js";
+import { crmRoutes } from "../model/crm-routes.js";
+import { CrmRecordHeader } from "./crm-record-header.js";
+import { CrmRecordInsightsZone } from "./crm-record-insights-zone.js";
+import { useErasePersonAction } from "./erase-person-action.js";
+import { LeadConvertDialog } from "./lead-convert-dialog.js";
+import { LeadHistoryCard } from "./lead-history-card.js";
+import { LeadPropertiesCard } from "./lead-properties-card.js";
+import { LeadUnqualifyDialog } from "./lead-unqualify-dialog.js";
+import { RecordActivityCard } from "./record-activity-card.js";
+/**
+ * `/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 function LeadDetailPage(props) {
+    const { id, hostId, org, basePath } = props;
+    const firestore = useFirestore();
+    const routes = crmRoutes(basePath);
+    const { data: lead, status, fromCache } = useFirestoreDoc(()=>doc(firestore, 'hosts', hostId, 'leads', id), [
+        firestore,
+        hostId,
+        id
+    ]);
+    const { orgId } = useOrgDataScope({
+        hostId
+    });
+    const roster = useOrgMemberOptions(orgId);
+    const [converting, setConverting] = useState(false);
+    const [unqualifying, setUnqualifying] = useState(false);
+    // The privacy erasure (AGL-2623), offered from the lead as from the
+    // contact: the same request, filed by the lead's address.
+    const leadEmail = lead ? normalizeContactEmail(lead['email']) : null;
+    const erase = useErasePersonAction({
+        hostId,
+        orgId,
+        subject: lead && leadEmail ? {
+            kind: 'lead',
+            id,
+            email: leadEmail
+        } : null,
+        requestedAtMs: readErasureRequestedAtMs(lead)
+    });
+    const label = lead ? String(lead['name'] || lead['email'] || id) : undefined;
+    if (status === 'error' || status === 'success' && !lead) {
+        return /*#__PURE__*/ _jsx(CrmRecordHeader, {
+            kind: "Lead",
+            title: undefined,
+            help: pluginDocsHelp('crmLeads', {
+                anchor: '#a-leads-page'
+            }),
+            backHref: routes.section('leads'),
+            backLabel: "Back to leads",
+            children: /*#__PURE__*/ _jsx(Typography, {
+                variant: "body2",
+                color: "text.secondary",
+                children: status === 'error' ? 'This lead could not be read.' : 'This lead no longer exists — it may have been removed from the Inbox.'
+            })
+        });
+    }
+    if (!lead) {
+        return /*#__PURE__*/ _jsx(CrmRecordHeader, {
+            kind: "Lead",
+            title: undefined,
+            help: pluginDocsHelp('crmLeads', {
+                anchor: '#a-leads-page'
+            }),
+            backHref: routes.section('leads'),
+            backLabel: "Back to leads",
+            loading: true
+        });
+    }
+    return /*#__PURE__*/ _jsxs(_Fragment, {
+        children: [
+            /*#__PURE__*/ _jsxs(Stack, {
+                spacing: 3,
+                children: [
+                    /*#__PURE__*/ _jsx(LeadPropertiesCard, {
+                        hostId: hostId,
+                        leadId: id,
+                        lead: lead,
+                        leadStatus: status,
+                        fromCache: fromCache,
+                        basePath: basePath,
+                        roster: roster,
+                        onConvert: ()=>setConverting(true),
+                        onUnqualify: ()=>setUnqualifying(true),
+                        extraMenuItems: erase.menuItems,
+                        banner: erase.banner,
+                        erasurePending: erase.pendingSinceMs !== null,
+                        org: org
+                    }),
+                    /*#__PURE__*/ _jsx(CrmRecordInsightsZone, {
+                        hostId: hostId,
+                        org: org,
+                        kind: "lead",
+                        recordId: id,
+                        name: label != null ? label : ''
+                    }),
+                    /*#__PURE__*/ _jsx(LeadHistoryCard, {
+                        hostId: hostId,
+                        leadId: id,
+                        lead: lead
+                    }),
+                    /*#__PURE__*/ _jsx(RecordActivityCard, {
+                        hostId: hostId,
+                        org: org,
+                        leadId: id
+                    })
+                ]
+            }),
+            /*#__PURE__*/ _jsx(LeadConvertDialog, {
+                open: converting,
+                onClose: ()=>setConverting(false),
+                hostId: hostId,
+                orgId: orgId,
+                org: org,
+                leadId: id,
+                lead: lead,
+                basePath: basePath,
+                roster: roster
+            }),
+            /*#__PURE__*/ _jsx(LeadUnqualifyDialog, {
+                open: unqualifying,
+                onClose: ()=>setUnqualifying(false),
+                hostId: hostId,
+                leadId: id,
+                leadLabel: label != null ? label : id
+            }),
+            erase.dialog
+        ]
+    });
+}
+LeadDetailPage.displayName = 'LeadDetailPage';
+export default LeadDetailPage;
+
+//# sourceMappingURL=lead-detail-page.js.map

package/src/lib/components/lead-detail-page.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-detail-page.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 {\n  pluginDocsHelp,\n  type CrmLeadFields,\n  normalizeContactEmail,\n  readErasureRequestedAtMs,\n} from '@aglyn/aglyn'\nimport {\n  useFirestore,\n  useFirestoreDoc,\n  useOrgDataScope,\n} from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useState } from 'react'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { useErasePersonAction } from './erase-person-action'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport { LeadHistoryCard } from './lead-history-card'\nimport { LeadPropertiesCard } from './lead-properties-card'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport { RecordActivityCard } from './record-activity-card'\n\ntype LeadDocument = Record<string, unknown> & CrmLeadFields\n\n/**\n * `/crm/leads/{leadId}` — one lead (AGL-2608).\n *\n * The record behind a row of the Leads section: what the person did on the\n * site, who is working them, and the conversion that turns them into a\n * contact, a company and a deal. One document listen — `hosts/{hostId}/leads`\n * is host-scoped by path, so there is no `visibleTo` to filter — and one\n * roster request for the owner picker; the convert dialog's reads open only\n * when it does.\n */\nexport function LeadDetailPage(props: CrmDetailPageProps) {\n  const { id, hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const routes = crmRoutes(basePath)\n  const {\n    data: lead,\n    status,\n    fromCache,\n  } = useFirestoreDoc<LeadDocument>(\n    () => doc(firestore, 'hosts', hostId, 'leads', id),\n    [firestore, hostId, id],\n  )\n  const { orgId } = useOrgDataScope({ hostId })\n  const roster = useOrgMemberOptions(orgId)\n  const [converting, setConverting] = useState(false)\n  const [unqualifying, setUnqualifying] = useState(false)\n  // The privacy erasure (AGL-2623), offered from the lead as from the\n  // contact: the same request, filed by the lead's address.\n  const leadEmail = lead ? normalizeContactEmail(lead['email']) : null\n  const erase = useErasePersonAction({\n    hostId,\n    orgId,\n    subject: lead && leadEmail ? { kind: 'lead', id, email: leadEmail } : null,\n    requestedAtMs: readErasureRequestedAtMs(lead),\n  })\n\n  const label = lead ? String(lead['name'] || lead['email'] || id) : undefined\n\n  if (status === 'error' || (status === 'success' && !lead)) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n      >\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {status === 'error'\n            ? 'This lead could not be read.'\n            : 'This lead no longer exists — it may have been removed from the Inbox.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n  if (!lead) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        loading\n      />\n    )\n  }\n\n  return (\n    <>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the history card under it says what\n          it holds rather than repeating the name. */}\n      <Stack spacing={3}>\n        <LeadPropertiesCard\n          hostId={hostId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          basePath={basePath}\n          roster={roster}\n          onConvert={() => setConverting(true)}\n          onUnqualify={() => setUnqualifying(true)}\n          extraMenuItems={erase.menuItems}\n          banner={erase.banner}\n          erasurePending={erase.pendingSinceMs !== null}\n          org={org}\n        />\n        {/* What an assistant says about where the lead stands (AGL-2917): read on its own site. */}\n        <CrmRecordInsightsZone\n          hostId={hostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"lead\"\n          recordId={id}\n          name={label ?? ''}\n        />\n        <LeadHistoryCard hostId={hostId} leadId={id} lead={lead} />\n        <RecordActivityCard hostId={hostId} org={org} leadId={id} />\n      </Stack>\n      <LeadConvertDialog\n        open={converting}\n        onClose={() => setConverting(false)}\n        hostId={hostId}\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={id}\n        lead={lead}\n        basePath={basePath}\n        roster={roster}\n      />\n      <LeadUnqualifyDialog\n        open={unqualifying}\n        onClose={() => setUnqualifying(false)}\n        hostId={hostId}\n        leadId={id}\n        leadLabel={label ?? id}\n      />\n      {erase.dialog}\n    </>\n  )\n}\nLeadDetailPage.displayName = 'LeadDetailPage'\n\nexport default LeadDetailPage\n"],"names":["pluginDocsHelp","normalizeContactEmail","readErasureRequestedAtMs","useFirestore","useFirestoreDoc","useOrgDataScope","Stack","Typography","doc","useState","useOrgMemberOptions","crmRoutes","CrmRecordHeader","CrmRecordInsightsZone","useErasePersonAction","LeadConvertDialog","LeadHistoryCard","LeadPropertiesCard","LeadUnqualifyDialog","RecordActivityCard","LeadDetailPage","props","id","hostId","org","basePath","firestore","routes","data","lead","status","fromCache","orgId","roster","converting","setConverting","unqualifying","setUnqualifying","leadEmail","erase","subject","kind","email","requestedAtMs","label","String","undefined","title","help","anchor","backHref","section","backLabel","variant","color","loading","spacing","leadId","leadStatus","onConvert","onUnqualify","extraMenuItems","menuItems","banner","erasurePending","pendingSinceMs","recordId","name","open","onClose","leadLabel","dialog","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,cAAc,EAEdC,qBAAqB,EACrBC,wBAAwB,QACnB,eAAc;AACrB,SACEC,YAAY,EACZC,eAAe,EACfC,eAAe,QACV,iCAAgC;AACvC,SAASC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACjD,SAASC,GAAG,QAAQ,qBAAoB;AACxC,SAASC,QAAQ,QAAQ,QAAO;AAChC,SAASC,mBAAmB,QAAQ,qCAAiC;AACrE,SAAkCC,SAAS,QAAQ,yBAAqB;AACxE,SAASC,eAAe,QAAQ,yBAAqB;AACrD,SAASC,qBAAqB,QAAQ,gCAA4B;AAClE,SAASC,oBAAoB,QAAQ,2BAAuB;AAC5D,SAASC,iBAAiB,QAAQ,2BAAuB;AACzD,SAASC,eAAe,QAAQ,yBAAqB;AACrD,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,SAASC,mBAAmB,QAAQ,6BAAyB;AAC7D,SAASC,kBAAkB,QAAQ,4BAAwB;AAI3D;;;;;;;;;CASC,GACD,OAAO,SAASC,eAAeC,KAAyB;IACtD,MAAM,EAAEC,EAAE,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQ,EAAE,GAAGJ;IACtC,MAAMK,YAAYvB;IAClB,MAAMwB,SAAShB,UAAUc;IACzB,MAAM,EACJG,MAAMC,IAAI,EACVC,MAAM,EACNC,SAAS,EACV,GAAG3B,gBACF,IAAMI,IAAIkB,WAAW,SAASH,QAAQ,SAASD,KAC/C;QAACI;QAAWH;QAAQD;KAAG;IAEzB,MAAM,EAAEU,KAAK,EAAE,GAAG3B,gBAAgB;QAAEkB;IAAO;IAC3C,MAAMU,SAASvB,oBAAoBsB;IACnC,MAAM,CAACE,YAAYC,cAAc,GAAG1B,SAAS;IAC7C,MAAM,CAAC2B,cAAcC,gBAAgB,GAAG5B,SAAS;IACjD,oEAAoE;IACpE,0DAA0D;IAC1D,MAAM6B,YAAYT,OAAO5B,sBAAsB4B,IAAI,CAAC,QAAQ,IAAI;IAChE,MAAMU,QAAQzB,qBAAqB;QACjCS;QACAS;QACAQ,SAASX,QAAQS,YAAY;YAAEG,MAAM;YAAQnB;YAAIoB,OAAOJ;QAAU,IAAI;QACtEK,eAAezC,yBAAyB2B;IAC1C;IAEA,MAAMe,QAAQf,OAAOgB,OAAOhB,IAAI,CAAC,OAAO,IAAIA,IAAI,CAAC,QAAQ,IAAIP,MAAMwB;IAEnE,IAAIhB,WAAW,WAAYA,WAAW,aAAa,CAACD,MAAO;QACzD,qBACE,KAACjB;YACC6B,MAAK;YACLM,OAAOD;YACPE,MAAMhD,eAAe,YAAY;gBAAEiD,QAAQ;YAAgB;YAC3DC,UAAUvB,OAAOwB,OAAO,CAAC;YACzBC,WAAU;sBAEV,cAAA,KAAC7C;gBAAW8C,SAAQ;gBAAQC,OAAM;0BAC/BxB,WAAW,UACR,iCACA;;;IAIZ;IACA,IAAI,CAACD,MAAM;QACT,qBACE,KAACjB;YACC6B,MAAK;YACLM,OAAOD;YACPE,MAAMhD,eAAe,YAAY;gBAAEiD,QAAQ;YAAgB;YAC3DC,UAAUvB,OAAOwB,OAAO,CAAC;YACzBC,WAAU;YACVG,OAAO;;IAGb;IAEA,qBACE;;0BAIE,MAACjD;gBAAMkD,SAAS;;kCACd,KAACvC;wBACCM,QAAQA;wBACRkC,QAAQnC;wBACRO,MAAMA;wBACN6B,YAAY5B;wBACZC,WAAWA;wBACXN,UAAUA;wBACVQ,QAAQA;wBACR0B,WAAW,IAAMxB,cAAc;wBAC/ByB,aAAa,IAAMvB,gBAAgB;wBACnCwB,gBAAgBtB,MAAMuB,SAAS;wBAC/BC,QAAQxB,MAAMwB,MAAM;wBACpBC,gBAAgBzB,MAAM0B,cAAc,KAAK;wBACzCzC,KAAKA;;kCAGP,KAACX;wBACCU,QAAQA;wBACRC,KAAKA;wBACLiB,MAAK;wBACLyB,UAAU5C;wBACV6C,IAAI,EAAEvB,gBAAAA,QAAS;;kCAEjB,KAAC5B;wBAAgBO,QAAQA;wBAAQkC,QAAQnC;wBAAIO,MAAMA;;kCACnD,KAACV;wBAAmBI,QAAQA;wBAAQC,KAAKA;wBAAKiC,QAAQnC;;;;0BAExD,KAACP;gBACCqD,MAAMlC;gBACNmC,SAAS,IAAMlC,cAAc;gBAC7BZ,QAAQA;gBACRS,OAAOA;gBACPR,KAAKA;gBACLiC,QAAQnC;gBACRO,MAAMA;gBACNJ,UAAUA;gBACVQ,QAAQA;;0BAEV,KAACf;gBACCkD,MAAMhC;gBACNiC,SAAS,IAAMhC,gBAAgB;gBAC/Bd,QAAQA;gBACRkC,QAAQnC;gBACRgD,SAAS,EAAE1B,gBAAAA,QAAStB;;YAErBiB,MAAMgC,MAAM;;;AAGnB;AACAnD,eAAeoD,WAAW,GAAG;AAE7B,eAAepD,eAAc"}

package/src/lib/components/lead-history-card.d.ts

@@ -0,0 +1,32 @@
+/**
+ * The surfaces `addHostLead` names — `signup`, `booking`, `form:{formId}`,
+ * `import` — as they read on screen. A form's id is not a name, so it is
+ * shown as the kind with the id beside it rather than as an opaque token.
+ * The bare kind `form` is the lifecycle backfill's spelling for a person
+ * whose timeline kept no form id (AGL-2631), and reads as the kind, the
+ * way the contact's own source chip does.
+ */
+export declare function leadSourceLabel(source: string): string;
+/** Every surface that produced a capture — the array, or the older single field. */
+export declare function leadSources(lead: Record<string, unknown>): string[];
+/** Epoch millis or a Firestore timestamp, as a local date-time, or a dash. */
+export declare function leadTimeLabel(value: unknown): string;
+export interface LeadHistoryCardProps {
+    hostId: string;
+    leadId: string;
+    lead: Record<string, unknown>;
+}
+/**
+ * What the capture door recorded about this person (AGL-2608): every
+ * surface that produced a capture, how many times, and when the first and
+ * the latest happened — the fields `addHostLead` keeps on the one document
+ * per person — plus the campaign the first capture is credited to.
+ *
+ * Read-only by construction. Nothing here is the team's to edit: it is what
+ * the visitor did, and the CRM's working state lives on the card above it.
+ */
+export declare function LeadHistoryCard(props: LeadHistoryCardProps): import("react").JSX.Element;
+export declare namespace LeadHistoryCard {
+    var displayName: string;
+}
+export default LeadHistoryCard;

package/src/lib/components/lead-history-card.js

@@ -0,0 +1,165 @@
+/**
+ * @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 { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { CAPTURED_BY_HOST_FIELD, CONTACT_SOURCE_LABELS, pluginDocsHelp } from "@aglyn/aglyn";
+// The component path and NOT the marketing barrel, for the reason the Inbox
+// and the contacts list give: the barrel is the tenant loader's entry point
+// for the plugin's SITE half, and a console card named there ships to every
+// published page.
+import { CrmRecordAttributionZone, useHasCrmRecordAttribution } from "./crm-attribution-zone.js";
+import { CardDisplay } from "@aglyn/shared-ui-jsx";
+import { Chip, Stack, Typography } from "@mui/material";
+/**
+ * The surfaces `addHostLead` names — `signup`, `booking`, `form:{formId}`,
+ * `import` — as they read on screen. A form's id is not a name, so it is
+ * shown as the kind with the id beside it rather than as an opaque token.
+ * The bare kind `form` is the lifecycle backfill's spelling for a person
+ * whose timeline kept no form id (AGL-2631), and reads as the kind, the
+ * way the contact's own source chip does.
+ */ export function leadSourceLabel(source) {
+    if (source === 'signup') return 'Sign-up';
+    if (source === 'booking') return 'Booking';
+    if (source === 'import') return CONTACT_SOURCE_LABELS.import;
+    if (source === 'form') return CONTACT_SOURCE_LABELS.form;
+    if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`;
+    return source;
+}
+/** Every surface that produced a capture — the array, or the older single field. */ export function leadSources(lead) {
+    const sources = lead['sources'];
+    if (Array.isArray(sources) && sources.length) {
+        return sources.map((source)=>String(source));
+    }
+    return typeof lead['source'] === 'string' && lead['source'] ? [
+        lead['source']
+    ] : [];
+}
+/** Epoch millis or a Firestore timestamp, as a local date-time, or a dash. */ export function leadTimeLabel(value) {
+    var _value_toDate;
+    if (typeof value === 'number' && Number.isFinite(value)) {
+        return new Date(value).toLocaleString();
+    }
+    const asDate = value == null ? void 0 : (_value_toDate = value.toDate) == null ? void 0 : _value_toDate.call(value);
+    return asDate ? asDate.toLocaleString() : '—';
+}
+function Fact(props) {
+    return /*#__PURE__*/ _jsxs(Stack, {
+        spacing: 0.25,
+        children: [
+            /*#__PURE__*/ _jsx(Typography, {
+                variant: "caption",
+                color: "text.secondary",
+                children: props.label
+            }),
+            /*#__PURE__*/ _jsx(Typography, {
+                variant: "body2",
+                component: "div",
+                children: props.children
+            })
+        ]
+    });
+}
+/**
+ * What the capture door recorded about this person (AGL-2608): every
+ * surface that produced a capture, how many times, and when the first and
+ * the latest happened — the fields `addHostLead` keeps on the one document
+ * per person — plus the campaign the first capture is credited to.
+ *
+ * Read-only by construction. Nothing here is the team's to edit: it is what
+ * the visitor did, and the CRM's working state lives on the card above it.
+ */ export function LeadHistoryCard(props) {
+    var _lead_submissionCount, _lead_firstSeenAtMs, _lead_lastSeenAtMs;
+    const { hostId, leadId, lead } = props;
+    // The caption introduces what another plugin draws; with none loaded it
+    // would introduce nothing.
+    const hasAttribution = useHasCrmRecordAttribution();
+    const sources = leadSources(lead);
+    const capturedBy = lead[CAPTURED_BY_HOST_FIELD];
+    const count = Number((_lead_submissionCount = lead['submissionCount']) != null ? _lead_submissionCount : 0) || (sources.length ? 1 : 0);
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Captured history',
+        help: pluginDocsHelp('crmLeads', {
+            anchor: '#a-leads-page'
+        }),
+        contentGutterX: true,
+        contentGutterY: true,
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 3,
+            children: [
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: {
+                        xs: 'column',
+                        md: 'row'
+                    },
+                    spacing: 3,
+                    children: [
+                        /*#__PURE__*/ _jsx(Fact, {
+                            label: "First seen",
+                            children: leadTimeLabel((_lead_firstSeenAtMs = lead['firstSeenAtMs']) != null ? _lead_firstSeenAtMs : lead['createdAt'])
+                        }),
+                        /*#__PURE__*/ _jsx(Fact, {
+                            label: "Last seen",
+                            children: leadTimeLabel((_lead_lastSeenAtMs = lead['lastSeenAtMs']) != null ? _lead_lastSeenAtMs : lead['createdAt'])
+                        }),
+                        /*#__PURE__*/ _jsx(Fact, {
+                            label: "Captures",
+                            children: count ? String(count) : '—'
+                        }),
+                        /*#__PURE__*/ _jsx(Fact, {
+                            label: "Captured on",
+                            children: Array.isArray(capturedBy) && capturedBy.length ? capturedBy.map(String).join(', ') : hostId
+                        })
+                    ]
+                }),
+                /*#__PURE__*/ _jsx(Fact, {
+                    label: "Sources",
+                    children: sources.length ? /*#__PURE__*/ _jsx(Stack, {
+                        direction: "row",
+                        spacing: 0.5,
+                        sx: {
+                            flexWrap: 'wrap',
+                            rowGap: 0.5
+                        },
+                        children: sources.map((source)=>/*#__PURE__*/ _jsx(Chip, {
+                                size: "small",
+                                variant: "outlined",
+                                label: leadSourceLabel(source)
+                            }, source))
+                    }) : '—'
+                }),
+                hasAttribution ? /*#__PURE__*/ _jsxs(Stack, {
+                    spacing: 1,
+                    children: [
+                        /*#__PURE__*/ _jsx(Typography, {
+                            variant: "caption",
+                            color: "text.secondary",
+                            children: 'Where this lead came from'
+                        }),
+                        /*#__PURE__*/ _jsx(CrmRecordAttributionZone, {
+                            hostId: hostId,
+                            recordKind: "lead",
+                            recordId: leadId
+                        })
+                    ]
+                }) : null
+            ]
+        })
+    });
+}
+LeadHistoryCard.displayName = 'LeadHistoryCard';
+export default LeadHistoryCard;
+
+//# sourceMappingURL=lead-history-card.js.map

package/src/lib/components/lead-history-card.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-history-card.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 { CAPTURED_BY_HOST_FIELD, CONTACT_SOURCE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\n// The component path and NOT the marketing barrel, for the reason the Inbox\n// and the contacts list give: the barrel is the tenant loader's entry point\n// for the plugin's SITE half, and a console card named there ships to every\n// published page.\nimport {\n  CrmRecordAttributionZone,\n  useHasCrmRecordAttribution,\n} from './crm-attribution-zone'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\n\n/**\n * The surfaces `addHostLead` names — `signup`, `booking`, `form:{formId}`,\n * `import` — as they read on screen. A form's id is not a name, so it is\n * shown as the kind with the id beside it rather than as an opaque token.\n * The bare kind `form` is the lifecycle backfill's spelling for a person\n * whose timeline kept no form id (AGL-2631), and reads as the kind, the\n * way the contact's own source chip does.\n */\nexport function leadSourceLabel(source: string): string {\n  if (source === 'signup') return 'Sign-up'\n  if (source === 'booking') return 'Booking'\n  if (source === 'import') return CONTACT_SOURCE_LABELS.import\n  if (source === 'form') return CONTACT_SOURCE_LABELS.form\n  if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`\n  return source\n}\n\n/** Every surface that produced a capture — the array, or the older single field. */\nexport function leadSources(lead: Record<string, unknown>): string[] {\n  const sources = lead['sources']\n  if (Array.isArray(sources) && sources.length) {\n    return sources.map((source) => String(source))\n  }\n  return typeof lead['source'] === 'string' && lead['source'] ? [lead['source']] : []\n}\n\n/** Epoch millis or a Firestore timestamp, as a local date-time, or a dash. */\nexport function leadTimeLabel(value: unknown): string {\n  if (typeof value === 'number' && Number.isFinite(value)) {\n    return new Date(value).toLocaleString()\n  }\n  const asDate = (value as { toDate?: () => Date } | null | undefined)?.toDate?.()\n  return asDate ? asDate.toLocaleString() : '—'\n}\n\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\nexport interface LeadHistoryCardProps {\n  hostId: string\n  leadId: string\n  lead: Record<string, unknown>\n}\n\n/**\n * What the capture door recorded about this person (AGL-2608): every\n * surface that produced a capture, how many times, and when the first and\n * the latest happened — the fields `addHostLead` keeps on the one document\n * per person — plus the campaign the first capture is credited to.\n *\n * Read-only by construction. Nothing here is the team's to edit: it is what\n * the visitor did, and the CRM's working state lives on the card above it.\n */\nexport function LeadHistoryCard(props: LeadHistoryCardProps) {\n  const { hostId, leadId, lead } = props\n  // The caption introduces what another plugin draws; with none loaded it\n  // would introduce nothing.\n  const hasAttribution = useHasCrmRecordAttribution()\n  const sources = leadSources(lead)\n  const capturedBy = lead[CAPTURED_BY_HOST_FIELD]\n  const count = Number(lead['submissionCount'] ?? 0) || (sources.length ? 1 : 0)\n  return (\n    <CardDisplay\n      header={'Captured history'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={3}>\n        <Stack direction={{ xs: 'column', md: 'row' }} spacing={3}>\n          <Fact label=\"First seen\">\n            {leadTimeLabel(lead['firstSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Last seen\">\n            {leadTimeLabel(lead['lastSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Captures\">{count ? String(count) : '—'}</Fact>\n          <Fact label=\"Captured on\">\n            {Array.isArray(capturedBy) && capturedBy.length\n              ? capturedBy.map(String).join(', ')\n              : hostId}\n          </Fact>\n        </Stack>\n        <Fact label=\"Sources\">\n          {sources.length ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip key={source} size=\"small\" variant=\"outlined\" label={leadSourceLabel(source)} />\n              ))}\n            </Stack>\n          ) : (\n            '—'\n          )}\n        </Fact>\n        {hasAttribution ? (\n          <Stack spacing={1}>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Where this lead came from'}\n            </Typography>\n            <CrmRecordAttributionZone\n              hostId={hostId}\n              recordKind=\"lead\"\n              recordId={leadId}\n            />\n          </Stack>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadHistoryCard.displayName = 'LeadHistoryCard'\n\nexport default LeadHistoryCard\n"],"names":["CAPTURED_BY_HOST_FIELD","CONTACT_SOURCE_LABELS","pluginDocsHelp","CrmRecordAttributionZone","useHasCrmRecordAttribution","CardDisplay","Chip","Stack","Typography","leadSourceLabel","source","import","form","startsWith","slice","length","leadSources","lead","sources","Array","isArray","map","String","leadTimeLabel","value","Number","isFinite","Date","toLocaleString","asDate","toDate","Fact","props","spacing","variant","color","label","component","children","LeadHistoryCard","hostId","leadId","hasAttribution","capturedBy","count","header","help","anchor","contentGutterX","contentGutterY","direction","xs","md","join","sx","flexWrap","rowGap","size","recordKind","recordId","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,sBAAsB,EAAEC,qBAAqB,EAAEC,cAAc,QAAQ,eAAc;AAC5F,4EAA4E;AAC5E,4EAA4E;AAC5E,4EAA4E;AAC5E,kBAAkB;AAClB,SACEC,wBAAwB,EACxBC,0BAA0B,QACrB,4BAAwB;AAC/B,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAEvD;;;;;;;CAOC,GACD,OAAO,SAASC,gBAAgBC,MAAc;IAC5C,IAAIA,WAAW,UAAU,OAAO;IAChC,IAAIA,WAAW,WAAW,OAAO;IACjC,IAAIA,WAAW,UAAU,OAAOT,sBAAsBU,MAAM;IAC5D,IAAID,WAAW,QAAQ,OAAOT,sBAAsBW,IAAI;IACxD,IAAIF,OAAOG,UAAU,CAAC,UAAU,OAAO,CAAC,KAAK,EAAEH,OAAOI,KAAK,CAAC,QAAQC,MAAM,GAAG;IAC7E,OAAOL;AACT;AAEA,kFAAkF,GAClF,OAAO,SAASM,YAAYC,IAA6B;IACvD,MAAMC,UAAUD,IAAI,CAAC,UAAU;IAC/B,IAAIE,MAAMC,OAAO,CAACF,YAAYA,QAAQH,MAAM,EAAE;QAC5C,OAAOG,QAAQG,GAAG,CAAC,CAACX,SAAWY,OAAOZ;IACxC;IACA,OAAO,OAAOO,IAAI,CAAC,SAAS,KAAK,YAAYA,IAAI,CAAC,SAAS,GAAG;QAACA,IAAI,CAAC,SAAS;KAAC,GAAG,EAAE;AACrF;AAEA,4EAA4E,GAC5E,OAAO,SAASM,cAAcC,KAAc;QAI3B;IAHf,IAAI,OAAOA,UAAU,YAAYC,OAAOC,QAAQ,CAACF,QAAQ;QACvD,OAAO,IAAIG,KAAKH,OAAOI,cAAc;IACvC;IACA,MAAMC,SAAUL,0BAAD,gBAAA,AAACA,MAAsDM,MAAM,qBAA7D,mBAACN;IAChB,OAAOK,SAASA,OAAOD,cAAc,KAAK;AAC5C;AAEA,SAASG,KAAKC,KAAmD;IAC/D,qBACE,MAACzB;QAAM0B,SAAS;;0BACd,KAACzB;gBAAW0B,SAAQ;gBAAUC,OAAM;0BACjCH,MAAMI,KAAK;;0BAEd,KAAC5B;gBAAW0B,SAAQ;gBAAQG,WAAU;0BACnCL,MAAMM,QAAQ;;;;AAIvB;AAQA;;;;;;;;CAQC,GACD,OAAO,SAASC,gBAAgBP,KAA2B;QAOpCf,uBAWIA,qBAGAA;IApBzB,MAAM,EAAEuB,MAAM,EAAEC,MAAM,EAAExB,IAAI,EAAE,GAAGe;IACjC,wEAAwE;IACxE,2BAA2B;IAC3B,MAAMU,iBAAiBtC;IACvB,MAAMc,UAAUF,YAAYC;IAC5B,MAAM0B,aAAa1B,IAAI,CAACjB,uBAAuB;IAC/C,MAAM4C,QAAQnB,QAAOR,wBAAAA,IAAI,CAAC,kBAAkB,YAAvBA,wBAA2B,MAAOC,CAAAA,QAAQH,MAAM,GAAG,IAAI,CAAA;IAC5E,qBACE,KAACV;QACCwC,QAAQ;QACRC,MAAM5C,eAAe,YAAY;YAAE6C,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC1C;YAAM0B,SAAS;;8BACd,MAAC1B;oBAAM2C,WAAW;wBAAEC,IAAI;wBAAUC,IAAI;oBAAM;oBAAGnB,SAAS;;sCACtD,KAACF;4BAAKK,OAAM;sCACTb,eAAcN,sBAAAA,IAAI,CAAC,gBAAgB,YAArBA,sBAAyBA,IAAI,CAAC,YAAY;;sCAE3D,KAACc;4BAAKK,OAAM;sCACTb,eAAcN,qBAAAA,IAAI,CAAC,eAAe,YAApBA,qBAAwBA,IAAI,CAAC,YAAY;;sCAE1D,KAACc;4BAAKK,OAAM;sCAAYQ,QAAQtB,OAAOsB,SAAS;;sCAChD,KAACb;4BAAKK,OAAM;sCACTjB,MAAMC,OAAO,CAACuB,eAAeA,WAAW5B,MAAM,GAC3C4B,WAAWtB,GAAG,CAACC,QAAQ+B,IAAI,CAAC,QAC5Bb;;;;8BAGR,KAACT;oBAAKK,OAAM;8BACTlB,QAAQH,MAAM,iBACb,KAACR;wBAAM2C,WAAU;wBAAMjB,SAAS;wBAAKqB,IAAI;4BAAEC,UAAU;4BAAQC,QAAQ;wBAAI;kCACtEtC,QAAQG,GAAG,CAAC,CAACX,uBACZ,KAACJ;gCAAkBmD,MAAK;gCAAQvB,SAAQ;gCAAWE,OAAO3B,gBAAgBC;+BAA/DA;yBAIf;;gBAGHgC,+BACC,MAACnC;oBAAM0B,SAAS;;sCACd,KAACzB;4BAAW0B,SAAQ;4BAAUC,OAAM;sCACjC;;sCAEH,KAAChC;4BACCqC,QAAQA;4BACRkB,YAAW;4BACXC,UAAUlB;;;qBAGZ;;;;AAIZ;AACAF,gBAAgBqB,WAAW,GAAG;AAE9B,eAAerB,gBAAe"}

package/src/lib/components/lead-import-drawer.d.ts

@@ -0,0 +1,24 @@
+import { type LeadImportField, type LeadImportRawRow, type LeadImportSkippedRow } from '../model/crm-lead-import';
+import { type CsvImportVocabulary } from './csv-import-drawer';
+/** The browser-side address of the route one chunk is posted to. */
+export declare const LEADS_IMPORT_URL = "/api/crm/leads-import";
+/** Built once: nothing in it depends on a render. */
+export declare const LEAD_IMPORT_VOCABULARY: CsvImportVocabulary<LeadImportField, LeadImportRawRow & Record<string, unknown>, LeadImportSkippedRow>;
+export interface LeadImportDrawerProps {
+    open: boolean;
+    onClose: () => void;
+    /** The site the file is filed under, or `null` at the organization level. */
+    hostId: string | null;
+}
+export declare function LeadImportDrawer(props: LeadImportDrawerProps): import("react").JSX.Element;
+export declare namespace LeadImportDrawer {
+    var displayName: string;
+}
+/** The "Import CSV" action on the leads list, with the drawer it opens. */
+export declare function LeadImportButton(props: {
+    hostId: string | null;
+}): import("react").JSX.Element;
+export declare namespace LeadImportButton {
+    var displayName: string;
+}
+export default LeadImportDrawer;

package/src/lib/components/lead-import-drawer.js

@@ -0,0 +1,95 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { jsx as _jsx } from "react/jsx-runtime";
+/**
+ * IMPORTING A LEADS FILE — the lead vocabulary over the shared drawer
+ * (AGL-2701).
+ *
+ * The server half is `server/leads-import.ts`. What is particular to
+ * leads: the address is the one cell every row needs AND the document's
+ * id, so a row is merged onto the person the site already holds rather
+ * than filed twice; the file may set only the team's working state, since
+ * the capture history is the capture door's; and there is no consent
+ * column, because a spreadsheet is not a checkbox somebody ticked.
+ *
+ * ## The site is the whole scope, so the picker is the whole question
+ *
+ * A lead lives under `hosts/{hostId}/leads` and is private to that site by
+ * path. At the organization level there is therefore no site to fall back
+ * on and no scope token that could stand in for one, so the shared
+ * drawer's site picker is not a convenience here — it is the only thing
+ * that says where the file lands, and the import stays held until it is
+ * answered.
+ */ import { normalizeContactEmail, pluginDocsHelp } from "@aglyn/aglyn";
+import { LEAD_IMPORT_CHUNK_SIZE, LEAD_IMPORT_FIELD_LABELS, LEAD_IMPORT_FIELDS, LEAD_IMPORT_MAX_ROWS, LEAD_IMPORT_PREVIEW_ROWS, LEAD_IMPORT_SKIP_LABELS, emptyLeadImportResult, guessLeadImportMapping, leadImportSkippedCsv, mapLeadImportRow, mergeLeadImportResults } from "../model/crm-lead-import.js";
+import { leadsCsv } from "../model/leads-csv.js";
+import { CsvImportButton, CsvImportDrawer } from "./csv-import-drawer.js";
+/** The browser-side address of the route one chunk is posted to. */ export const LEADS_IMPORT_URL = '/api/crm/leads-import';
+/** Built once: nothing in it depends on a render. */ export const LEAD_IMPORT_VOCABULARY = {
+    title: 'Import leads from CSV',
+    collection: 'leads',
+    help: pluginDocsHelp('crmLeads', {
+        anchor: '#import-from-csv'
+    }),
+    sitePickerHelperText: 'The site these leads are filed under — a lead is private to one site, ' + 'and this is the site that will hold them.',
+    intro: 'A CSV with a header row. Match its columns to lead fields below, check ' + 'the preview, then import. A person this site has already met is ' + 'updated rather than added twice. Nobody is emailed, and no marketing ' + 'consent is recorded — a file is not a checkbox somebody ticked, so an ' + 'imported lead can be mailed only if this site already holds a consent ' + `for them. Up to ${LEAD_IMPORT_MAX_ROWS.toLocaleString()} rows per file ` + '— split a larger one.',
+    fields: LEAD_IMPORT_FIELDS,
+    fieldLabels: LEAD_IMPORT_FIELD_LABELS,
+    requiredField: 'email',
+    requiredWarning: 'Choose which column holds the email address. It is the one field every ' + 'row needs, and it is what tells one lead from another.',
+    unusable: (cell)=>!normalizeContactEmail(cell),
+    unusableNotice: (count, total)=>`${count.toLocaleString()} of ${total.toLocaleString()} rows have no ` + 'usable email address and will be skipped. You can download them after ' + 'the import.',
+    guessMapping: guessLeadImportMapping,
+    mapRow: (cells, mapping)=>mapLeadImportRow(cells, mapping),
+    route: LEADS_IMPORT_URL,
+    maxRows: LEAD_IMPORT_MAX_ROWS,
+    chunkSize: LEAD_IMPORT_CHUNK_SIZE,
+    previewRows: LEAD_IMPORT_PREVIEW_ROWS,
+    emptyResult: emptyLeadImportResult,
+    mergeResults: mergeLeadImportResults,
+    skipLabels: LEAD_IMPORT_SKIP_LABELS,
+    skippedCsv: leadImportSkippedCsv,
+    skippedFileName: 'skipped-leads.csv',
+    // The export's own header over no rows, so an export re-imports as is —
+    // the columns a file cannot set land on "Do not import".
+    templateCsv: ()=>leadsCsv([]),
+    templateFileName: 'leads-template.csv'
+};
+export function LeadImportDrawer(props) {
+    const { open, onClose, hostId } = props;
+    return /*#__PURE__*/ _jsx(CsvImportDrawer, {
+        open: open,
+        onClose: onClose,
+        hostId: hostId,
+        vocabulary: LEAD_IMPORT_VOCABULARY
+    });
+}
+LeadImportDrawer.displayName = 'LeadImportDrawer';
+/** The "Import CSV" action on the leads list, with the drawer it opens. */ export function LeadImportButton(props) {
+    const { hostId } = props;
+    return /*#__PURE__*/ _jsx(CsvImportButton, {
+        children: (open, onClose)=>/*#__PURE__*/ _jsx(LeadImportDrawer, {
+                open: open,
+                onClose: onClose,
+                hostId: hostId
+            })
+    });
+}
+LeadImportButton.displayName = 'LeadImportButton';
+export default LeadImportDrawer;
+
+//# sourceMappingURL=lead-import-drawer.js.map

package/src/lib/components/lead-import-drawer.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-import-drawer.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\n/**\n * IMPORTING A LEADS FILE — the lead vocabulary over the shared drawer\n * (AGL-2701).\n *\n * The server half is `server/leads-import.ts`. What is particular to\n * leads: the address is the one cell every row needs AND the document's\n * id, so a row is merged onto the person the site already holds rather\n * than filed twice; the file may set only the team's working state, since\n * the capture history is the capture door's; and there is no consent\n * column, because a spreadsheet is not a checkbox somebody ticked.\n *\n * ## The site is the whole scope, so the picker is the whole question\n *\n * A lead lives under `hosts/{hostId}/leads` and is private to that site by\n * path. At the organization level there is therefore no site to fall back\n * on and no scope token that could stand in for one, so the shared\n * drawer's site picker is not a convenience here — it is the only thing\n * that says where the file lands, and the import stays held until it is\n * answered.\n */\n\nimport { normalizeContactEmail, pluginDocsHelp } from '@aglyn/aglyn'\nimport {\n  LEAD_IMPORT_CHUNK_SIZE,\n  LEAD_IMPORT_FIELD_LABELS,\n  LEAD_IMPORT_FIELDS,\n  LEAD_IMPORT_MAX_ROWS,\n  LEAD_IMPORT_PREVIEW_ROWS,\n  LEAD_IMPORT_SKIP_LABELS,\n  type LeadImportField,\n  type LeadImportRawRow,\n  type LeadImportSkippedRow,\n  emptyLeadImportResult,\n  guessLeadImportMapping,\n  leadImportSkippedCsv,\n  mapLeadImportRow,\n  mergeLeadImportResults,\n} from '../model/crm-lead-import'\nimport { leadsCsv } from '../model/leads-csv'\nimport {\n  CsvImportButton,\n  CsvImportDrawer,\n  type CsvImportVocabulary,\n} from './csv-import-drawer'\n\n/** The browser-side address of the route one chunk is posted to. */\nexport const LEADS_IMPORT_URL = '/api/crm/leads-import'\n\n/** Built once: nothing in it depends on a render. */\nexport const LEAD_IMPORT_VOCABULARY: CsvImportVocabulary<\n  LeadImportField,\n  LeadImportRawRow & Record<string, unknown>,\n  LeadImportSkippedRow\n> = {\n  title: 'Import leads from CSV',\n  collection: 'leads',\n  help: pluginDocsHelp('crmLeads', { anchor: '#import-from-csv' }),\n  sitePickerHelperText:\n    'The site these leads are filed under — a lead is private to one site, ' +\n    'and this is the site that will hold them.',\n  intro:\n    'A CSV with a header row. Match its columns to lead fields below, check ' +\n    'the preview, then import. A person this site has already met is ' +\n    'updated rather than added twice. Nobody is emailed, and no marketing ' +\n    'consent is recorded — a file is not a checkbox somebody ticked, so an ' +\n    'imported lead can be mailed only if this site already holds a consent ' +\n    `for them. Up to ${LEAD_IMPORT_MAX_ROWS.toLocaleString()} rows per file ` +\n    '— split a larger one.',\n  fields: LEAD_IMPORT_FIELDS,\n  fieldLabels: LEAD_IMPORT_FIELD_LABELS,\n  requiredField: 'email',\n  requiredWarning:\n    'Choose which column holds the email address. It is the one field every ' +\n    'row needs, and it is what tells one lead from another.',\n  unusable: (cell) => !normalizeContactEmail(cell),\n  unusableNotice: (count, total) =>\n    `${count.toLocaleString()} of ${total.toLocaleString()} rows have no ` +\n    'usable email address and will be skipped. You can download them after ' +\n    'the import.',\n  guessMapping: guessLeadImportMapping,\n  mapRow: (cells, mapping) =>\n    mapLeadImportRow(cells, mapping) as LeadImportRawRow & Record<string, unknown>,\n  route: LEADS_IMPORT_URL,\n  maxRows: LEAD_IMPORT_MAX_ROWS,\n  chunkSize: LEAD_IMPORT_CHUNK_SIZE,\n  previewRows: LEAD_IMPORT_PREVIEW_ROWS,\n  emptyResult: emptyLeadImportResult,\n  mergeResults: mergeLeadImportResults,\n  skipLabels: LEAD_IMPORT_SKIP_LABELS,\n  skippedCsv: leadImportSkippedCsv,\n  skippedFileName: 'skipped-leads.csv',\n  // The export's own header over no rows, so an export re-imports as is —\n  // the columns a file cannot set land on \"Do not import\".\n  templateCsv: () => leadsCsv([]),\n  templateFileName: 'leads-template.csv',\n}\n\nexport interface LeadImportDrawerProps {\n  open: boolean\n  onClose: () => void\n  /** The site the file is filed under, or `null` at the organization level. */\n  hostId: string | null\n}\n\nexport function LeadImportDrawer(props: LeadImportDrawerProps) {\n  const { open, onClose, hostId } = props\n  return (\n    <CsvImportDrawer\n      open={open}\n      onClose={onClose}\n      hostId={hostId}\n      vocabulary={LEAD_IMPORT_VOCABULARY}\n    />\n  )\n}\nLeadImportDrawer.displayName = 'LeadImportDrawer'\n\n/** The \"Import CSV\" action on the leads list, with the drawer it opens. */\nexport function LeadImportButton(props: { hostId: string | null }) {\n  const { hostId } = props\n  return (\n    <CsvImportButton>\n      {(open, onClose) => <LeadImportDrawer open={open} onClose={onClose} hostId={hostId} />}\n    </CsvImportButton>\n  )\n}\nLeadImportButton.displayName = 'LeadImportButton'\n\nexport default LeadImportDrawer\n"],"names":["normalizeContactEmail","pluginDocsHelp","LEAD_IMPORT_CHUNK_SIZE","LEAD_IMPORT_FIELD_LABELS","LEAD_IMPORT_FIELDS","LEAD_IMPORT_MAX_ROWS","LEAD_IMPORT_PREVIEW_ROWS","LEAD_IMPORT_SKIP_LABELS","emptyLeadImportResult","guessLeadImportMapping","leadImportSkippedCsv","mapLeadImportRow","mergeLeadImportResults","leadsCsv","CsvImportButton","CsvImportDrawer","LEADS_IMPORT_URL","LEAD_IMPORT_VOCABULARY","title","collection","help","anchor","sitePickerHelperText","intro","toLocaleString","fields","fieldLabels","requiredField","requiredWarning","unusable","cell","unusableNotice","count","total","guessMapping","mapRow","cells","mapping","route","maxRows","chunkSize","previewRows","emptyResult","mergeResults","skipLabels","skippedCsv","skippedFileName","templateCsv","templateFileName","LeadImportDrawer","props","open","onClose","hostId","vocabulary","displayName","LeadImportButton"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA;;;;;;;;;;;;;;;;;;;CAmBC,GAED,SAASA,qBAAqB,EAAEC,cAAc,QAAQ,eAAc;AACpE,SACEC,sBAAsB,EACtBC,wBAAwB,EACxBC,kBAAkB,EAClBC,oBAAoB,EACpBC,wBAAwB,EACxBC,uBAAuB,EAIvBC,qBAAqB,EACrBC,sBAAsB,EACtBC,oBAAoB,EACpBC,gBAAgB,EAChBC,sBAAsB,QACjB,8BAA0B;AACjC,SAASC,QAAQ,QAAQ,wBAAoB;AAC7C,SACEC,eAAe,EACfC,eAAe,QAEV,yBAAqB;AAE5B,kEAAkE,GAClE,OAAO,MAAMC,mBAAmB,wBAAuB;AAEvD,mDAAmD,GACnD,OAAO,MAAMC,yBAIT;IACFC,OAAO;IACPC,YAAY;IACZC,MAAMnB,eAAe,YAAY;QAAEoB,QAAQ;IAAmB;IAC9DC,sBACE,2EACA;IACFC,OACE,4EACA,qEACA,0EACA,2EACA,2EACA,CAAC,gBAAgB,EAAElB,qBAAqBmB,cAAc,GAAG,eAAe,CAAC,GACzE;IACFC,QAAQrB;IACRsB,aAAavB;IACbwB,eAAe;IACfC,iBACE,4EACA;IACFC,UAAU,CAACC,OAAS,CAAC9B,sBAAsB8B;IAC3CC,gBAAgB,CAACC,OAAOC,QACtB,GAAGD,MAAMR,cAAc,GAAG,IAAI,EAAES,MAAMT,cAAc,GAAG,cAAc,CAAC,GACtE,2EACA;IACFU,cAAczB;IACd0B,QAAQ,CAACC,OAAOC,UACd1B,iBAAiByB,OAAOC;IAC1BC,OAAOtB;IACPuB,SAASlC;IACTmC,WAAWtC;IACXuC,aAAanC;IACboC,aAAalC;IACbmC,cAAc/B;IACdgC,YAAYrC;IACZsC,YAAYnC;IACZoC,iBAAiB;IACjB,wEAAwE;IACxE,yDAAyD;IACzDC,aAAa,IAAMlC,SAAS,EAAE;IAC9BmC,kBAAkB;AACpB,EAAC;AASD,OAAO,SAASC,iBAAiBC,KAA4B;IAC3D,MAAM,EAAEC,IAAI,EAAEC,OAAO,EAAEC,MAAM,EAAE,GAAGH;IAClC,qBACE,KAACnC;QACCoC,MAAMA;QACNC,SAASA;QACTC,QAAQA;QACRC,YAAYrC;;AAGlB;AACAgC,iBAAiBM,WAAW,GAAG;AAE/B,yEAAyE,GACzE,OAAO,SAASC,iBAAiBN,KAAgC;IAC/D,MAAM,EAAEG,MAAM,EAAE,GAAGH;IACnB,qBACE,KAACpC;kBACE,CAACqC,MAAMC,wBAAY,KAACH;gBAAiBE,MAAMA;gBAAMC,SAASA;gBAASC,QAAQA;;;AAGlF;AACAG,iBAAiBD,WAAW,GAAG;AAE/B,eAAeN,iBAAgB"}

package/src/lib/components/lead-owner-select.d.ts

@@ -0,0 +1,35 @@
+import { type AglynOrgMember } from '@aglyn/aglyn';
+import type { OrgMemberOptions } from '../hooks/use-org-member-options';
+/** The `value` an owner select carries for "nobody". */
+export declare const UNASSIGNED_OWNER = "";
+/**
+ * How a member reads in a picker: the name they set, else their address,
+ * else the id — never blank, because a blank option cannot be chosen on
+ * purpose.
+ */
+export declare function orgMemberLabel(member: Pick<AglynOrgMember, '$id' | 'displayName' | 'email'>): string;
+export interface LeadOwnerSelectProps {
+    value: string | null | undefined;
+    onChange: (uid: string) => void;
+    roster: OrgMemberOptions;
+    label?: string;
+    size?: 'small' | 'medium';
+    disabled?: boolean;
+    fullWidth?: boolean;
+}
+/**
+ * The owner picker: Unassigned, then the roster by name.
+ *
+ * The stored value is resolved to a member first — by uid, or by an address
+ * the roster has — so the picker highlights the person and a save writes
+ * their uid. A value the roster does not hold is kept as its own option
+ * rather than dropped, because a controlled `Select` whose value is absent
+ * from its options renders empty — which would show a lead owned by
+ * somebody who left as owned by nobody, and a save from that state would
+ * make it true.
+ */
+export declare function LeadOwnerSelect(props: LeadOwnerSelectProps): import("react").JSX.Element;
+export declare namespace LeadOwnerSelect {
+    var displayName: string;
+}
+export default LeadOwnerSelect;