@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/lead-owner-select.js

@@ -0,0 +1,91 @@
+/**
+ * @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 { findOrgMember } from "@aglyn/aglyn";
+import { FormControl, InputLabel, MenuItem, Select } from "@mui/material";
+import { useId } from "react";
+/** The `value` an owner select carries for "nobody". */ export 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 function orgMemberLabel(member) {
+    var _member_displayName, _member_email;
+    return String((_member_displayName = member.displayName) != null ? _member_displayName : '').trim() || String((_member_email = member.email) != null ? _member_email : '').trim() || String(member.$id);
+}
+/**
+ * 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 function LeadOwnerSelect(props) {
+    var _ref, _ref1;
+    const { value, onChange, roster, label = 'Owner', size = 'small', disabled, fullWidth = true } = props;
+    const resolved = findOrgMember(roster.options, value);
+    const current = (_ref = (_ref1 = resolved == null ? void 0 : resolved.uid) != null ? _ref1 : value) != null ? _ref : UNASSIGNED_OWNER;
+    const known = Boolean(resolved);
+    /*
+   * A bare `Select` names its combobox after the VALUE it shows, not after
+   * the label beside it — MUI builds `aria-labelledby` from `labelId` and the
+   * display element, and with no `labelId` only the display is left. A
+   * reader hears "Unassigned" and has to guess it is the owner; a test can
+   * only find the control by what it happens to say. The label's id is what
+   * makes "Owner" the control's name.
+   */ const labelId = useId();
+    return /*#__PURE__*/ _jsxs(FormControl, {
+        size: size,
+        fullWidth: fullWidth,
+        disabled: disabled,
+        children: [
+            /*#__PURE__*/ _jsx(InputLabel, {
+                id: labelId,
+                children: label
+            }),
+            /*#__PURE__*/ _jsxs(Select, {
+                labelId: labelId,
+                label: label,
+                value: current,
+                onChange: (event)=>onChange(String(event.target.value)),
+                children: [
+                    /*#__PURE__*/ _jsx(MenuItem, {
+                        value: UNASSIGNED_OWNER,
+                        children: /*#__PURE__*/ _jsx("em", {
+                            children: 'Unassigned'
+                        })
+                    }),
+                    current && !known ? /*#__PURE__*/ _jsx(MenuItem, {
+                        value: current,
+                        children: roster.labelFor(current)
+                    }) : null,
+                    roster.options.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
+                            value: option.uid,
+                            children: option.label
+                        }, option.uid))
+                ]
+            })
+        ]
+    });
+}
+LeadOwnerSelect.displayName = 'LeadOwnerSelect';
+export default LeadOwnerSelect;
+
+//# sourceMappingURL=lead-owner-select.js.map

package/src/lib/components/lead-owner-select.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-owner-select.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 { type AglynOrgMember, findOrgMember } from '@aglyn/aglyn'\nimport { FormControl, InputLabel, MenuItem, Select } from '@mui/material'\nimport { useId } from 'react'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\n\n/** The `value` an owner select carries for \"nobody\". */\nexport const UNASSIGNED_OWNER = ''\n\n/**\n * How a member reads in a picker: the name they set, else their address,\n * else the id — never blank, because a blank option cannot be chosen on\n * purpose.\n */\nexport function orgMemberLabel(\n  member: Pick<AglynOrgMember, '$id' | 'displayName' | 'email'>,\n): string {\n  return (\n    String(member.displayName ?? '').trim() ||\n    String(member.email ?? '').trim() ||\n    String(member.$id)\n  )\n}\n\nexport interface LeadOwnerSelectProps {\n  value: string | null | undefined\n  onChange: (uid: string) => void\n  roster: OrgMemberOptions\n  label?: string\n  size?: 'small' | 'medium'\n  disabled?: boolean\n  fullWidth?: boolean\n}\n\n/**\n * The owner picker: Unassigned, then the roster by name.\n *\n * The stored value is resolved to a member first — by uid, or by an address\n * the roster has — so the picker highlights the person and a save writes\n * their uid. A value the roster does not hold is kept as its own option\n * rather than dropped, because a controlled `Select` whose value is absent\n * from its options renders empty — which would show a lead owned by\n * somebody who left as owned by nobody, and a save from that state would\n * make it true.\n */\nexport function LeadOwnerSelect(props: LeadOwnerSelectProps) {\n  const {\n    value,\n    onChange,\n    roster,\n    label = 'Owner',\n    size = 'small',\n    disabled,\n    fullWidth = true,\n  } = props\n  const resolved = findOrgMember(roster.options, value)\n  const current = resolved?.uid ?? value ?? UNASSIGNED_OWNER\n  const known = Boolean(resolved)\n  /*\n   * A bare `Select` names its combobox after the VALUE it shows, not after\n   * the label beside it — MUI builds `aria-labelledby` from `labelId` and the\n   * display element, and with no `labelId` only the display is left. A\n   * reader hears \"Unassigned\" and has to guess it is the owner; a test can\n   * only find the control by what it happens to say. The label's id is what\n   * makes \"Owner\" the control's name.\n   */\n  const labelId = useId()\n  return (\n    <FormControl size={size} fullWidth={fullWidth} disabled={disabled}>\n      <InputLabel id={labelId}>{label}</InputLabel>\n      <Select\n        labelId={labelId}\n        label={label}\n        value={current}\n        onChange={(event) => onChange(String(event.target.value))}\n      >\n        <MenuItem value={UNASSIGNED_OWNER}>\n          <em>{'Unassigned'}</em>\n        </MenuItem>\n        {current && !known ? (\n          <MenuItem value={current}>{roster.labelFor(current)}</MenuItem>\n        ) : null}\n        {roster.options.map((option) => (\n          <MenuItem key={option.uid} value={option.uid}>\n            {option.label}\n          </MenuItem>\n        ))}\n      </Select>\n    </FormControl>\n  )\n}\nLeadOwnerSelect.displayName = 'LeadOwnerSelect'\n\nexport default LeadOwnerSelect\n"],"names":["findOrgMember","FormControl","InputLabel","MenuItem","Select","useId","UNASSIGNED_OWNER","orgMemberLabel","member","String","displayName","trim","email","$id","LeadOwnerSelect","props","resolved","value","onChange","roster","label","size","disabled","fullWidth","options","current","uid","known","Boolean","labelId","id","event","target","em","labelFor","map","option"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAA8BA,aAAa,QAAQ,eAAc;AACjE,SAASC,WAAW,EAAEC,UAAU,EAAEC,QAAQ,EAAEC,MAAM,QAAQ,gBAAe;AACzE,SAASC,KAAK,QAAQ,QAAO;AAG7B,sDAAsD,GACtD,OAAO,MAAMC,mBAAmB,GAAE;AAElC;;;;CAIC,GACD,OAAO,SAASC,eACdC,MAA6D;QAGpDA,qBACAA;IAFT,OACEC,QAAOD,sBAAAA,OAAOE,WAAW,YAAlBF,sBAAsB,IAAIG,IAAI,MACrCF,QAAOD,gBAAAA,OAAOI,KAAK,YAAZJ,gBAAgB,IAAIG,IAAI,MAC/BF,OAAOD,OAAOK,GAAG;AAErB;AAYA;;;;;;;;;;CAUC,GACD,OAAO,SAASC,gBAAgBC,KAA2B;QAWzCC;IAVhB,MAAM,EACJC,KAAK,EACLC,QAAQ,EACRC,MAAM,EACNC,QAAQ,OAAO,EACfC,OAAO,OAAO,EACdC,QAAQ,EACRC,YAAY,IAAI,EACjB,GAAGR;IACJ,MAAMC,WAAWhB,cAAcmB,OAAOK,OAAO,EAAEP;IAC/C,MAAMQ,WAAUT,gBAAAA,4BAAAA,SAAUU,GAAG,oBAAIT,iBAAjBD,OAA0BV;IAC1C,MAAMqB,QAAQC,QAAQZ;IACtB;;;;;;;GAOC,GACD,MAAMa,UAAUxB;IAChB,qBACE,MAACJ;QAAYoB,MAAMA;QAAME,WAAWA;QAAWD,UAAUA;;0BACvD,KAACpB;gBAAW4B,IAAID;0BAAUT;;0BAC1B,MAAChB;gBACCyB,SAASA;gBACTT,OAAOA;gBACPH,OAAOQ;gBACPP,UAAU,CAACa,QAAUb,SAAST,OAAOsB,MAAMC,MAAM,CAACf,KAAK;;kCAEvD,KAACd;wBAASc,OAAOX;kCACf,cAAA,KAAC2B;sCAAI;;;oBAENR,WAAW,CAACE,sBACX,KAACxB;wBAASc,OAAOQ;kCAAUN,OAAOe,QAAQ,CAACT;yBACzC;oBACHN,OAAOK,OAAO,CAACW,GAAG,CAAC,CAACC,uBACnB,KAACjC;4BAA0Bc,OAAOmB,OAAOV,GAAG;sCACzCU,OAAOhB,KAAK;2BADAgB,OAAOV,GAAG;;;;;AAOnC;AACAZ,gBAAgBJ,WAAW,GAAG;AAE9B,eAAeI,gBAAe"}

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

@@ -0,0 +1,61 @@
+import type { AglynOrgBilling, CrmLeadFields } from '@aglyn/aglyn';
+import type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component';
+import { type FirestoreDocStatus } from '@aglyn/tenant-feature-instance';
+import type { OrgMemberOptions } from '../hooks/use-org-member-options';
+/**
+ * Why Convert is refused while an erasure waits on the person — the same
+ * sentence shape the overflow's items carry, so the two read as one state.
+ */
+export declare const CONVERT_PENDING_ERASURE_REASON = "An erasure is pending for this person";
+export interface LeadPropertiesCardProps {
+    hostId: string;
+    leadId: string;
+    lead: Record<string, unknown> & CrmLeadFields;
+    leadStatus: FirestoreDocStatus;
+    /** The listener has not confirmed this document with the server yet. */
+    fromCache: boolean;
+    basePath: string;
+    roster: OrgMemberOptions;
+    onConvert: () => void;
+    onUnqualify: () => void;
+    /**
+     * Items the page adds to the overflow beside Unqualify — the privacy
+     * erasure (AGL-2623) lives on the page, because it needs the workspace
+     * role and the API, and this card owns the header it must appear in.
+     */
+    extraMenuItems?: RowActionsMenuItem[];
+    /** What the page shows above the facts — the erasure-pending state. */
+    banner?: React.ReactNode;
+    /**
+     * An erasure request is waiting on this person (AGL-2623). Convert stays
+     * on the page but is refused with the reason, the way the overflow's items
+     * are: a conversion filed now would reach the capture door only to be
+     * refused there, and the lead itself goes when the request runs.
+     */
+    erasurePending?: boolean;
+    /**
+     * The org the shell passed: the booking door reads whether the lead's site
+     * runs Bookings and whether the plan is entitled to it (AGL-2660), and a
+     * logged call reads the activity scope it belongs in (AGL-2661).
+     */
+    org?: Partial<AglynOrgBilling> | null;
+}
+/**
+ * What the team knows and decides about a lead: status, owner, notes, and
+ * the identity and consent the capture recorded (AGL-2608).
+ *
+ * Status and owner are single-field client writes — the rules let a site
+ * admin, editor or author update `hosts/{hostId}/leads`, and a one-field
+ * `update` cannot roll anything else back. Notes are a text field seeded
+ * from the document, so that save goes through `writeGuardedBySeed`: a draft
+ * edited over a cached read would otherwise overwrite a newer note with an
+ * older one plus a sentence.
+ *
+ * Converted leads are read-only here. Their status is the conversion, and
+ * the actions become links to what the conversion made.
+ */
+export declare function LeadPropertiesCard(props: LeadPropertiesCardProps): import("react").JSX.Element;
+export declare namespace LeadPropertiesCard {
+    var displayName: string;
+}
+export default LeadPropertiesCard;

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

@@ -0,0 +1,395 @@
+/**
+ * @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, Fragment as _Fragment } from "react/jsx-runtime";
+import * as Aglyn from "@aglyn/aglyn";
+import { mdiAccountCancelOutline } from "@aglyn/shared-data-mdi";
+import { AppLink, MdiIcon } from "@aglyn/shared-ui-jsx";
+import { useSnackbar } from "@aglyn/shared-ui-snackstack";
+import { useFirestore, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
+import { Alert, Button, FormControl, InputLabel, MenuItem, Select, Stack, TextField, Tooltip, Typography } from "@mui/material";
+import { deleteField, doc, serverTimestamp, updateDoc } from "firebase/firestore";
+import { useEffect, useId, useState } from "react";
+import { crmRoutes } from "../model/crm-routes.js";
+import { CrmCallButton, CrmPhoneLink } from "./crm-call-actions.js";
+import { CrmRecordChip, CrmRecordHeader } from "./crm-record-header.js";
+import { CrmSendEmailButton } from "./crm-send-email-button.js";
+import { LeadOwnerSelect } from "./lead-owner-select.js";
+import { LeadStatusChip } from "./lead-status-chip.js";
+const NOTES_MAX = 4000;
+/**
+ * Why Convert is refused while an erasure waits on the person — the same
+ * sentence shape the overflow's items carry, so the two read as one state.
+ */ export const CONVERT_PENDING_ERASURE_REASON = 'An erasure is pending for this person';
+/** A label over a value — the record page's one row shape. */ 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 team knows and decides about a lead: status, owner, notes, and
+ * the identity and consent the capture recorded (AGL-2608).
+ *
+ * Status and owner are single-field client writes — the rules let a site
+ * admin, editor or author update `hosts/{hostId}/leads`, and a one-field
+ * `update` cannot roll anything else back. Notes are a text field seeded
+ * from the document, so that save goes through `writeGuardedBySeed`: a draft
+ * edited over a cached read would otherwise overwrite a newer note with an
+ * older one plus a sentence.
+ *
+ * Converted leads are read-only here. Their status is the conversion, and
+ * the actions become links to what the conversion made.
+ */ export function LeadPropertiesCard(props) {
+    var _lead_phone, _lead_notes, _lead_email, _lead_email1, _lead_name;
+    const { hostId, leadId, lead, leadStatus, fromCache, basePath, roster, onConvert, onUnqualify, extraMenuItems = [], banner, erasurePending = false, org } = props;
+    const firestore = useFirestore();
+    const { enqueueSnackbar } = useSnackbar();
+    const routes = crmRoutes(basePath);
+    const ref = doc(firestore, 'hosts', hostId, 'leads', leadId);
+    const status = Aglyn.crmLeadStatus(lead);
+    const converted = Boolean(lead.convertedContactId);
+    const open = Aglyn.isCrmLeadOpen(lead) && !converted;
+    /** What a capture that took a number left on the document (AGL-2661). */ const leadPhone = String((_lead_phone = lead['phone']) != null ? _lead_phone : '').trim();
+    const [notes, setNotes] = useState(String((_lead_notes = lead.notes) != null ? _lead_notes : ''));
+    // The label's id, so the status combobox is named "Status" rather than
+    // after the status it shows — see `LeadOwnerSelect`.
+    const statusLabelId = useId();
+    const [notesDirty, setNotesDirty] = useState(false);
+    const [savingNotes, setSavingNotes] = useState(false);
+    // A newer note from the server replaces an UNEDITED draft; an edited one is
+    // the reader's, and the guard on save decides whether it may land.
+    useEffect(()=>{
+        var _lead_notes;
+        if (!notesDirty) setNotes(String((_lead_notes = lead.notes) != null ? _lead_notes : ''));
+    }, [
+        lead.notes,
+        notesDirty
+    ]);
+    const write = async (fields, done)=>{
+        try {
+            await updateDoc(ref, _extends({}, fields, {
+                updatedAt: serverTimestamp()
+            }));
+            enqueueSnackbar(done, {
+                variant: 'success',
+                persist: false
+            });
+        } catch (error) {
+            enqueueSnackbar(error instanceof Error ? error.message : 'The lead could not be updated.', {
+                variant: 'error'
+            });
+        }
+    };
+    const saveNotes = async ()=>{
+        setSavingNotes(true);
+        const verdict = await writeGuardedBySeed({
+            subject: 'lead',
+            fromCache,
+            unreadable: leadStatus === 'error'
+        }, ()=>write({
+                notes: notes.trim().slice(0, NOTES_MAX)
+            }, 'Notes saved'));
+        setSavingNotes(false);
+        if (!verdict.ok) {
+            var _verdict_message;
+            enqueueSnackbar((_verdict_message = verdict.message) != null ? _verdict_message : 'The notes could not be saved.', {
+                variant: 'warning'
+            });
+            return;
+        }
+        setNotesDirty(false);
+    };
+    const consent = Aglyn.readMarketingBasis(lead, Aglyn.soloConsentGroup(hostId));
+    const consentLine = consent.basis === 'granted' ? `Opted in to marketing${consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''}` : consent.basis === 'declined' ? 'Declined marketing' : 'No marketing consent recorded — this lead cannot be emailed marketing';
+    return /*#__PURE__*/ _jsx(CrmRecordHeader, {
+        kind: "Lead",
+        title: String(lead['name'] || lead['email'] || leadId),
+        // The name is the heading; the address is the one line under it,
+        // unless the address IS the name, in which case there is no second fact.
+        subtitle: lead['name'] ? String((_lead_email = lead['email']) != null ? _lead_email : '') : undefined,
+        help: Aglyn.pluginDocsHelp('crmLeads', {
+            anchor: '#working-a-lead-from-the-row'
+        }),
+        backHref: routes.section('leads'),
+        backLabel: "Back to leads",
+        // The booking door (AGL-2660), while the lead is still the record
+        // being worked: once converted, the contact is where a meeting is
+        // booked from, and the links below lead there.
+        booking: converted ? undefined : {
+            hostId,
+            org,
+            kind: 'lead',
+            recordId: leadId
+        },
+        actions: /*#__PURE__*/ _jsxs(_Fragment, {
+            children: [
+                converted ? null : erasurePending ? /*#__PURE__*/ _jsx(Tooltip, {
+                    title: CONVERT_PENDING_ERASURE_REASON,
+                    children: /*#__PURE__*/ _jsx("span", {
+                        children: /*#__PURE__*/ _jsx(Button, {
+                            size: "small",
+                            variant: "contained",
+                            disabled: true,
+                            children: 'Convert'
+                        })
+                    })
+                }) : /*#__PURE__*/ _jsx(Button, {
+                    size: "small",
+                    variant: "contained",
+                    onClick: onConvert,
+                    children: 'Convert'
+                }),
+                /*#__PURE__*/ _jsx(CrmCallButton, {
+                    hostId: hostId,
+                    org: org,
+                    link: {
+                        leadId
+                    },
+                    phone: leadPhone
+                }),
+                /*#__PURE__*/ _jsx(CrmSendEmailButton, {
+                    hostId: hostId,
+                    leadId: leadId,
+                    email: String((_lead_email1 = lead['email']) != null ? _lead_email1 : ''),
+                    name: String((_lead_name = lead['name']) != null ? _lead_name : '')
+                })
+            ]
+        }),
+        menuItems: [
+            ...open ? [
+                {
+                    key: 'unqualify',
+                    label: 'Unqualify',
+                    icon: /*#__PURE__*/ _jsx(MdiIcon, {
+                        path: mdiAccountCancelOutline.path,
+                        size: 0.8
+                    }),
+                    destructive: true,
+                    onClick: onUnqualify
+                }
+            ] : [],
+            ...extraMenuItems
+        ],
+        chips: /*#__PURE__*/ _jsxs(_Fragment, {
+            children: [
+                /*#__PURE__*/ _jsx(LeadStatusChip, {
+                    lead: lead
+                }),
+                /*#__PURE__*/ _jsx(CrmRecordChip, {
+                    label: "Owner",
+                    value: lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined
+                })
+            ]
+        }),
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 3,
+            children: [
+                banner,
+                leadPhone ? /*#__PURE__*/ _jsx(Fact, {
+                    label: "Phone",
+                    children: /*#__PURE__*/ _jsx(CrmPhoneLink, {
+                        phone: leadPhone
+                    })
+                }) : null,
+                /*#__PURE__*/ _jsx(Fact, {
+                    label: "Marketing consent",
+                    children: consentLine
+                }),
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: {
+                        xs: 'column',
+                        md: 'row'
+                    },
+                    spacing: 2,
+                    children: [
+                        converted ? /*#__PURE__*/ _jsx(Fact, {
+                            label: "Status",
+                            children: /*#__PURE__*/ _jsxs(Stack, {
+                                direction: "row",
+                                spacing: 1,
+                                sx: {
+                                    alignItems: 'center'
+                                },
+                                children: [
+                                    /*#__PURE__*/ _jsx(LeadStatusChip, {
+                                        lead: lead
+                                    }),
+                                    /*#__PURE__*/ _jsx(Typography, {
+                                        variant: "body2",
+                                        color: "text.secondary",
+                                        children: lead.convertedAtMs ? `Converted ${new Date(lead.convertedAtMs).toLocaleString()}` : 'Converted'
+                                    })
+                                ]
+                            })
+                        }) : /*#__PURE__*/ _jsxs(FormControl, {
+                            size: "small",
+                            sx: {
+                                minWidth: 200
+                            },
+                            children: [
+                                /*#__PURE__*/ _jsx(InputLabel, {
+                                    id: statusLabelId,
+                                    children: 'Status'
+                                }),
+                                /*#__PURE__*/ _jsxs(Select, {
+                                    labelId: statusLabelId,
+                                    label: "Status",
+                                    value: status === 'unqualified' ? 'unqualified' : status,
+                                    onChange: (event)=>{
+                                        const next = String(event.target.value);
+                                        if (next === 'unqualified') {
+                                            onUnqualify();
+                                            return;
+                                        }
+                                        // Reopening drops the reason with the closed state: a lead
+                                        // being worked again is not "unqualified because …".
+                                        void write(_extends({
+                                            status: next
+                                        }, status === 'unqualified' ? {
+                                            unqualifiedReason: deleteField()
+                                        } : {}), 'Status updated');
+                                    },
+                                    children: [
+                                        /*#__PURE__*/ _jsx(MenuItem, {
+                                            value: "new",
+                                            children: Aglyn.CRM_LEAD_STATUS_LABELS.new
+                                        }),
+                                        /*#__PURE__*/ _jsx(MenuItem, {
+                                            value: "working",
+                                            children: Aglyn.CRM_LEAD_STATUS_LABELS.working
+                                        }),
+                                        /*#__PURE__*/ _jsx(MenuItem, {
+                                            value: "unqualified",
+                                            children: `${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`
+                                        })
+                                    ]
+                                })
+                            ]
+                        }),
+                        /*#__PURE__*/ _jsx(LeadOwnerSelect, {
+                            value: lead.ownerUid,
+                            roster: roster,
+                            fullWidth: false,
+                            onChange: (uid)=>void write({
+                                    ownerUid: uid || deleteField()
+                                }, uid ? 'Owner assigned' : 'Owner cleared')
+                        })
+                    ]
+                }),
+                status === 'unqualified' && lead.unqualifiedReason ? /*#__PURE__*/ _jsx(Alert, {
+                    severity: "info",
+                    children: `Unqualified: ${lead.unqualifiedReason}`
+                }) : null,
+                converted ? /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 1,
+                    sx: {
+                        flexWrap: 'wrap',
+                        rowGap: 1
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsx(Button, _extends({
+                            component: AppLink
+                        }, {
+                            componentVariant: 'naked',
+                            nativeButton: false
+                        }, {
+                            href: routes.contact(String(lead.convertedContactId)),
+                            size: "small",
+                            variant: "outlined",
+                            children: 'Open contact'
+                        })),
+                        lead.companyId ? /*#__PURE__*/ _jsx(Button, _extends({
+                            component: AppLink
+                        }, {
+                            componentVariant: 'naked',
+                            nativeButton: false
+                        }, {
+                            href: routes.company(lead.companyId),
+                            size: "small",
+                            variant: "outlined",
+                            children: 'Open company'
+                        })) : null,
+                        lead.dealId ? /*#__PURE__*/ _jsx(Button, _extends({
+                            component: AppLink
+                        }, {
+                            componentVariant: 'naked',
+                            nativeButton: false
+                        }, {
+                            href: routes.deal(lead.dealId),
+                            size: "small",
+                            variant: "outlined",
+                            children: 'Open deal'
+                        })) : null
+                    ]
+                }) : null,
+                /*#__PURE__*/ _jsxs(Stack, {
+                    spacing: 1,
+                    children: [
+                        /*#__PURE__*/ _jsx(TextField, {
+                            size: "small",
+                            label: "Notes",
+                            value: notes,
+                            onChange: (event)=>{
+                                setNotes(event.target.value);
+                                setNotesDirty(true);
+                            },
+                            multiline: true,
+                            minRows: 3,
+                            fullWidth: true,
+                            slotProps: {
+                                htmlInput: {
+                                    maxLength: NOTES_MAX
+                                }
+                            }
+                        }),
+                        /*#__PURE__*/ _jsx(Stack, {
+                            direction: "row",
+                            spacing: 1,
+                            sx: {
+                                justifyContent: 'flex-end'
+                            },
+                            children: /*#__PURE__*/ _jsx(Button, {
+                                size: "small",
+                                variant: "contained",
+                                onClick: ()=>void saveNotes(),
+                                disabled: !notesDirty || savingNotes,
+                                children: 'Save notes'
+                            })
+                        })
+                    ]
+                })
+            ]
+        })
+    });
+}
+LeadPropertiesCard.displayName = 'LeadPropertiesCard';
+export default LeadPropertiesCard;
+
+//# sourceMappingURL=lead-properties-card.js.map

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

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-properties-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 * as Aglyn from '@aglyn/aglyn'\nimport type { AglynOrgBilling, CrmLeadFields, CrmLeadStatus } from '@aglyn/aglyn'\nimport { mdiAccountCancelOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  FormControl,\n  InputLabel,\n  MenuItem,\n  Select,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useId, useState } from 'react'\nimport { crmRoutes } from '../model/crm-routes'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadStatusChip } from './lead-status-chip'\n\nconst NOTES_MAX = 4000\n\n/**\n * Why Convert is refused while an erasure waits on the person — the same\n * sentence shape the overflow's items carry, so the two read as one state.\n */\nexport const CONVERT_PENDING_ERASURE_REASON = 'An erasure is pending for this person'\n\n/** A label over a value — the record page's one row shape. */\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 LeadPropertiesCardProps {\n  hostId: string\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  basePath: string\n  roster: OrgMemberOptions\n  onConvert: () => void\n  onUnqualify: () => void\n  /**\n   * Items the page adds to the overflow beside Unqualify — the privacy\n   * erasure (AGL-2623) lives on the page, because it needs the workspace\n   * role and the API, and this card owns the header it must appear in.\n   */\n  extraMenuItems?: RowActionsMenuItem[]\n  /** What the page shows above the facts — the erasure-pending state. */\n  banner?: React.ReactNode\n  /**\n   * An erasure request is waiting on this person (AGL-2623). Convert stays\n   * on the page but is refused with the reason, the way the overflow's items\n   * are: a conversion filed now would reach the capture door only to be\n   * refused there, and the lead itself goes when the request runs.\n   */\n  erasurePending?: boolean\n  /**\n   * The org the shell passed: the booking door reads whether the lead's site\n   * runs Bookings and whether the plan is entitled to it (AGL-2660), and a\n   * logged call reads the activity scope it belongs in (AGL-2661).\n   */\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * What the team knows and decides about a lead: status, owner, notes, and\n * the identity and consent the capture recorded (AGL-2608).\n *\n * Status and owner are single-field client writes — the rules let a site\n * admin, editor or author update `hosts/{hostId}/leads`, and a one-field\n * `update` cannot roll anything else back. Notes are a text field seeded\n * from the document, so that save goes through `writeGuardedBySeed`: a draft\n * edited over a cached read would otherwise overwrite a newer note with an\n * older one plus a sentence.\n *\n * Converted leads are read-only here. Their status is the conversion, and\n * the actions become links to what the conversion made.\n */\nexport function LeadPropertiesCard(props: LeadPropertiesCardProps) {\n  const {\n    hostId,\n    leadId,\n    lead,\n    leadStatus,\n    fromCache,\n    basePath,\n    roster,\n    onConvert,\n    onUnqualify,\n    extraMenuItems = [],\n    banner,\n    erasurePending = false,\n    org,\n  } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const routes = crmRoutes(basePath)\n  const ref = doc(firestore, 'hosts', hostId, 'leads', leadId)\n  const status = Aglyn.crmLeadStatus(lead)\n  const converted = Boolean(lead.convertedContactId)\n  const open = Aglyn.isCrmLeadOpen(lead) && !converted\n  /** What a capture that took a number left on the document (AGL-2661). */\n  const leadPhone = String(lead['phone'] ?? '').trim()\n\n  const [notes, setNotes] = useState(String(lead.notes ?? ''))\n  // The label's id, so the status combobox is named \"Status\" rather than\n  // after the status it shows — see `LeadOwnerSelect`.\n  const statusLabelId = useId()\n  const [notesDirty, setNotesDirty] = useState(false)\n  const [savingNotes, setSavingNotes] = useState(false)\n  // A newer note from the server replaces an UNEDITED draft; an edited one is\n  // the reader's, and the guard on save decides whether it may land.\n  useEffect(() => {\n    if (!notesDirty) setNotes(String(lead.notes ?? ''))\n  }, [lead.notes, notesDirty])\n\n  const write = async (fields: Record<string, unknown>, done: string) => {\n    try {\n      await updateDoc(ref, { ...fields, updatedAt: serverTimestamp() })\n      enqueueSnackbar(done, { variant: 'success', persist: false })\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n    }\n  }\n\n  const saveNotes = async () => {\n    setSavingNotes(true)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      () => write({ notes: notes.trim().slice(0, NOTES_MAX) }, 'Notes saved'),\n    )\n    setSavingNotes(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The notes could not be saved.', {\n        variant: 'warning',\n      })\n      return\n    }\n    setNotesDirty(false)\n  }\n\n  const consent = Aglyn.readMarketingBasis(lead, Aglyn.soloConsentGroup(hostId))\n  const consentLine =\n    consent.basis === 'granted'\n      ? `Opted in to marketing${\n          consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''\n        }`\n      : consent.basis === 'declined'\n        ? 'Declined marketing'\n        : 'No marketing consent recorded — this lead cannot be emailed marketing'\n\n  return (\n    <CrmRecordHeader\n      kind=\"Lead\"\n      title={String(lead['name'] || lead['email'] || leadId)}\n      // The name is the heading; the address is the one line under it,\n      // unless the address IS the name, in which case there is no second fact.\n      subtitle={lead['name'] ? String(lead['email'] ?? '') : undefined}\n      help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#working-a-lead-from-the-row' })}\n      backHref={routes.section('leads')}\n      backLabel=\"Back to leads\"\n      // The booking door (AGL-2660), while the lead is still the record\n      // being worked: once converted, the contact is where a meeting is\n      // booked from, and the links below lead there.\n      booking={converted ? undefined : { hostId, org, kind: 'lead', recordId: leadId }}\n      actions={\n        <>\n          {converted ? null : erasurePending ? (\n            <Tooltip title={CONVERT_PENDING_ERASURE_REASON}>\n              {/* A disabled button receives no pointer events, so the\n                  tooltip anchors on the span around it. */}\n              <span>\n                <Button size=\"small\" variant=\"contained\" disabled>\n                  {'Convert'}\n                </Button>\n              </span>\n            </Tooltip>\n          ) : (\n            <Button size=\"small\" variant=\"contained\" onClick={onConvert}>\n              {'Convert'}\n            </Button>\n          )}\n          {/* Dial the number the capture carried, and log the call (AGL-2661). */}\n          <CrmCallButton\n            hostId={hostId}\n            org={org}\n            link={{ leadId }}\n            phone={leadPhone}\n          />\n          <CrmSendEmailButton\n            hostId={hostId}\n            leadId={leadId}\n            email={String(lead['email'] ?? '')}\n            name={String(lead['name'] ?? '')}\n          />\n        </>\n      }\n      menuItems={[\n        ...(open\n          ? [\n              {\n                key: 'unqualify',\n                label: 'Unqualify',\n                icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n                destructive: true,\n                onClick: onUnqualify,\n              } satisfies RowActionsMenuItem,\n            ]\n          : []),\n        ...extraMenuItems,\n      ]}\n      chips={\n        <>\n          <LeadStatusChip lead={lead} />\n          <CrmRecordChip\n            label=\"Owner\"\n            value={lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined}\n          />\n        </>\n      }\n    >\n      <Stack spacing={3}>\n        {banner}\n        {/*\n          Only when the capture carried one (AGL-2661): the sign-up and\n          booking doors write no phone, so a row for every lead would be a\n          permanent blank. A form that captures one fills this.\n        */}\n        {leadPhone ? (\n          <Fact label=\"Phone\">\n            <CrmPhoneLink phone={leadPhone} />\n          </Fact>\n        ) : null}\n        <Fact label=\"Marketing consent\">{consentLine}</Fact>\n        <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n          {converted ? (\n            <Fact label=\"Status\">\n              <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                <LeadStatusChip lead={lead} />\n                <Typography variant=\"body2\" color=\"text.secondary\">\n                  {lead.convertedAtMs\n                    ? `Converted ${new Date(lead.convertedAtMs).toLocaleString()}`\n                    : 'Converted'}\n                </Typography>\n              </Stack>\n            </Fact>\n          ) : (\n            <FormControl size=\"small\" sx={{ minWidth: 200 }}>\n              <InputLabel id={statusLabelId}>{'Status'}</InputLabel>\n              <Select\n                labelId={statusLabelId}\n                label=\"Status\"\n                value={status === 'unqualified' ? 'unqualified' : status}\n                onChange={(event) => {\n                  const next = String(event.target.value) as CrmLeadStatus\n                  if (next === 'unqualified') {\n                    onUnqualify()\n                    return\n                  }\n                  // Reopening drops the reason with the closed state: a lead\n                  // being worked again is not \"unqualified because …\".\n                  void write(\n                    {\n                      status: next,\n                      ...(status === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n                    },\n                    'Status updated',\n                  )\n                }}\n              >\n                <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n                <MenuItem value=\"working\">{Aglyn.CRM_LEAD_STATUS_LABELS.working}</MenuItem>\n                <MenuItem value=\"unqualified\">\n                  {`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}\n                </MenuItem>\n              </Select>\n            </FormControl>\n          )}\n          <LeadOwnerSelect\n            value={lead.ownerUid}\n            roster={roster}\n            fullWidth={false}\n            onChange={(uid) =>\n              void write({ ownerUid: uid || deleteField() }, uid ? 'Owner assigned' : 'Owner cleared')\n            }\n          />\n        </Stack>\n        {status === 'unqualified' && lead.unqualifiedReason ? (\n          <Alert severity=\"info\">{`Unqualified: ${lead.unqualifiedReason}`}</Alert>\n        ) : null}\n        {converted ? (\n          <Stack direction=\"row\" spacing={1} sx={{ flexWrap: 'wrap', rowGap: 1 }}>\n            <Button\n              component={AppLink as any}\n              {...({ componentVariant: 'naked', nativeButton: false } as any)}\n              href={routes.contact(String(lead.convertedContactId))}\n              size=\"small\"\n              variant=\"outlined\"\n            >\n              {'Open contact'}\n            </Button>\n            {lead.companyId ? (\n              <Button\n                component={AppLink as any}\n                {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                href={routes.company(lead.companyId)}\n                size=\"small\"\n                variant=\"outlined\"\n              >\n                {'Open company'}\n              </Button>\n            ) : null}\n            {lead.dealId ? (\n              <Button\n                component={AppLink as any}\n                {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                href={routes.deal(lead.dealId)}\n                size=\"small\"\n                variant=\"outlined\"\n              >\n                {'Open deal'}\n              </Button>\n            ) : null}\n          </Stack>\n        ) : null}\n        <Stack spacing={1}>\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={notes}\n            onChange={(event) => {\n              setNotes(event.target.value)\n              setNotesDirty(true)\n            }}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: NOTES_MAX } }}\n          />\n          <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n            <Button\n              size=\"small\"\n              variant=\"contained\"\n              onClick={() => void saveNotes()}\n              disabled={!notesDirty || savingNotes}\n            >\n              {'Save notes'}\n            </Button>\n          </Stack>\n        </Stack>\n      </Stack>\n    </CrmRecordHeader>\n  )\n}\nLeadPropertiesCard.displayName = 'LeadPropertiesCard'\n\nexport default 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package/src/lib/components/lead-status-chip.d.ts

@@ -0,0 +1,12 @@
+import { type CrmLeadFields } from '@aglyn/aglyn';
+import { type ChipProps } from '@mui/material';
+export interface LeadStatusChipProps {
+    lead: Pick<CrmLeadFields, 'status'> | null | undefined;
+    size?: ChipProps['size'];
+}
+/** A lead's status as a chip (AGL-2608). An absent status reads as New. */
+export declare function LeadStatusChip(props: LeadStatusChipProps): import("react").JSX.Element;
+export declare namespace LeadStatusChip {
+    var displayName: string;
+}
+export default LeadStatusChip;