@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/lead-status-chip.js

@@ -0,0 +1,43 @@
+/**
+ * @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";
+import { CRM_LEAD_STATUS_LABELS, crmLeadStatus } from "@aglyn/aglyn";
+import { Chip } from "@mui/material";
+/**
+ * One palette key per status, so the list and the record page paint the same
+ * state the same way. `qualified` is the converted state and reads as the
+ * success it is; `unqualified` is outlined and neutral — closed, not wrong.
+ */ const STATUS_COLOR = {
+    new: 'info',
+    working: 'primary',
+    qualified: 'success',
+    unqualified: 'default'
+};
+/** A lead's status as a chip (AGL-2608). An absent status reads as New. */ export function LeadStatusChip(props) {
+    const { lead, size = 'small' } = props;
+    const status = crmLeadStatus(lead);
+    return /*#__PURE__*/ _jsx(Chip, {
+        size: size,
+        label: CRM_LEAD_STATUS_LABELS[status],
+        color: STATUS_COLOR[status],
+        variant: status === 'unqualified' ? 'outlined' : 'filled'
+    });
+}
+LeadStatusChip.displayName = 'LeadStatusChip';
+export default LeadStatusChip;
+
+//# sourceMappingURL=lead-status-chip.js.map

package/src/lib/components/lead-status-chip.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-status-chip.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  CRM_LEAD_STATUS_LABELS,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  crmLeadStatus,\n} from '@aglyn/aglyn'\nimport { Chip, type ChipProps } from '@mui/material'\n\n/**\n * One palette key per status, so the list and the record page paint the same\n * state the same way. `qualified` is the converted state and reads as the\n * success it is; `unqualified` is outlined and neutral — closed, not wrong.\n */\nconst STATUS_COLOR: Record<CrmLeadStatus, ChipProps['color']> = {\n  new: 'info',\n  working: 'primary',\n  qualified: 'success',\n  unqualified: 'default',\n}\n\nexport interface LeadStatusChipProps {\n  lead: Pick<CrmLeadFields, 'status'> | null | undefined\n  size?: ChipProps['size']\n}\n\n/** A lead's status as a chip (AGL-2608). An absent status reads as New. */\nexport function LeadStatusChip(props: LeadStatusChipProps) {\n  const { lead, size = 'small' } = props\n  const status = crmLeadStatus(lead)\n  return (\n    <Chip\n      size={size}\n      label={CRM_LEAD_STATUS_LABELS[status]}\n      color={STATUS_COLOR[status]}\n      variant={status === 'unqualified' ? 'outlined' : 'filled'}\n    />\n  )\n}\nLeadStatusChip.displayName = 'LeadStatusChip'\n\nexport default LeadStatusChip\n"],"names":["CRM_LEAD_STATUS_LABELS","crmLeadStatus","Chip","STATUS_COLOR","new","working","qualified","unqualified","LeadStatusChip","props","lead","size","status","label","color","variant","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,sBAAsB,EAGtBC,aAAa,QACR,eAAc;AACrB,SAASC,IAAI,QAAwB,gBAAe;AAEpD;;;;CAIC,GACD,MAAMC,eAA0D;IAC9DC,KAAK;IACLC,SAAS;IACTC,WAAW;IACXC,aAAa;AACf;AAOA,yEAAyE,GACzE,OAAO,SAASC,eAAeC,KAA0B;IACvD,MAAM,EAAEC,IAAI,EAAEC,OAAO,OAAO,EAAE,GAAGF;IACjC,MAAMG,SAASX,cAAcS;IAC7B,qBACE,KAACR;QACCS,MAAMA;QACNE,OAAOb,sBAAsB,CAACY,OAAO;QACrCE,OAAOX,YAAY,CAACS,OAAO;QAC3BG,SAASH,WAAW,gBAAgB,aAAa;;AAGvD;AACAJ,eAAeQ,WAAW,GAAG;AAE7B,eAAeR,eAAc"}

package/src/lib/components/lead-surfaces-note.d.ts

@@ -0,0 +1,126 @@
+/**
+ * @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.
+ */
+import { useFirestoreCollection } from '@aglyn/tenant-feature-instance';
+import { type LeadSurfaceForm } from '../model/lead-surfaces';
+export interface LeadSurfacesNoteProps {
+    hostId: string;
+}
+/** The always-on surfaces, named once wherever the note is drawn. */
+export declare const LEAD_SURFACES_INTRO = "Leads are created by member sign-ups, bookings, and forms with lead routing on";
+/** What every capture does whether or not it files a lead. */
+export declare const LEAD_SURFACES_CONTACTS_TOO = "Every submission with an email address also updates the contact in Contacts at stage Lead.";
+/** One site's forms, sorted into the two answers the note gives. */
+export interface LeadSurfaceFormsResult {
+    /** `routing.lead` is on: every submission with an address files a lead. */
+    routed: LeadSurfaceForm[];
+    /** The rest, each with its verdict on whether the switch may be offered. */
+    unrouted: LeadSurfaceForm[];
+    /** The site has more forms than the window; the lists are not the whole answer. */
+    truncated: boolean;
+    status: ReturnType<typeof useFirestoreCollection>['status'];
+}
+/**
+ * The site's forms, ordered by id and bounded at one past the window — the
+ * same read the Inbox's form picker makes, ordered by `__name__` because a
+ * form saved without a display name would otherwise fall out of an ordered
+ * query and vanish from a list about routing. Host-scoped by path, so any
+ * member of the site may read it and no scope predicate is needed.
+ *
+ * One listener per call, so a note that groups several sites mounts one
+ * reader per site it shows and nothing for a site it has not opened.
+ */
+export declare function useLeadSurfaceForms(hostId: string): LeadSurfaceFormsResult;
+/** The form a switch is mid-flight on — under which site, since a form id is only unique within one. */
+export interface LeadRoutingTarget {
+    hostId: string;
+    formId: string;
+}
+/**
+ * The switch: one dotted `updateDoc` on `routing.lead`, so a dataset binding
+ * beside it is untouched, under the same host-content write the form's page
+ * makes. One at a time, whichever site the form is on — two switches in
+ * flight would be two toasts racing for the same reader.
+ *
+ * `siteName` rides into the toast when the note shows more than one site,
+ * because "Contact now files a lead" is an incomplete sentence to a reader
+ * who can see three forms called Contact.
+ */
+export declare function useTurnOnLeadRouting(): {
+    turningOn: LeadRoutingTarget | null;
+    turnOn: (target: {
+        hostId: string;
+        form: LeadSurfaceForm;
+        siteName?: string | null;
+    }) => Promise<void>;
+};
+/** A form by name, linked to its own page when the console can address it. */
+export declare function LeadSurfaceFormName(props: {
+    form: LeadSurfaceForm;
+    href: string | null;
+}): import("react").JSX.Element;
+export declare namespace LeadSurfaceFormName {
+    var displayName: string;
+}
+/** The routed forms as one clause — "A, B, and possibly more" — for a sentence to end. */
+export declare function LeadSurfaceFormList(props: {
+    forms: LeadSurfaceForm[];
+    truncated: boolean;
+    formHref: (formId: string) => string | null;
+}): import("react").JSX.Element;
+export declare namespace LeadSurfaceFormList {
+    var displayName: string;
+}
+/**
+ * "Not routing leads:" — every form that does not route, with the switch
+ * beside the ones that could and the reason beside the ones that cannot.
+ *
+ * Offered only where `leadSurfaceForms` says the publish check would honor
+ * it — a form with no email field, or one that records no consent, is
+ * refused with the reason as the tooltip, because a switch that flips and
+ * then fails at publish is the exact confusion this note exists to remove.
+ */
+export declare function UnroutedLeadSurfaces(props: {
+    hostId: string;
+    forms: LeadSurfaceForm[];
+    formHref: (formId: string) => string | null;
+    turningOn: LeadRoutingTarget | null;
+    onTurnOn: (form: LeadSurfaceForm) => void;
+}): import("react").JSX.Element;
+export declare namespace UnroutedLeadSurfaces {
+    var displayName: string;
+}
+/**
+ * WHAT CREATES A LEAD ON THIS SITE (AGL-2612).
+ *
+ * Every capture lands in Contacts; a LEAD is filed only by a lead surface —
+ * a member sign-up, a booking, or a form whose author declared
+ * `routing.lead`. The first two are always on and the third is a switch on
+ * each form's own page, which left the Leads list unable to say why one
+ * form's people were in it and another's were not. This says so, by name,
+ * and offers the switch here for the forms that could carry it.
+ *
+ * The reader, the switch and the two rows are shared with the
+ * organization-level note (`OrgLeadSurfacesNote`), which draws them once
+ * per site; this is the one-site composition. The form links resolve the
+ * site's console route from the host index, because under a site that is
+ * the only address the note is handed.
+ */
+export declare function LeadSurfacesNote(props: LeadSurfacesNoteProps): import("react").JSX.Element;
+export declare namespace LeadSurfacesNote {
+    var displayName: string;
+}
+export default LeadSurfacesNote;

package/src/lib/components/lead-surfaces-note.js

@@ -0,0 +1,262 @@
+/**
+ * @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 { buildRoute, Route } from "@aglyn/aglyn";
+import { AppLink } from "@aglyn/shared-ui-jsx";
+import { useSnackbar } from "@aglyn/shared-ui-snackstack";
+import { useConsoleHostRoute, useFirestore, useFirestoreCollection } from "@aglyn/tenant-feature-instance";
+import { Button, Stack, Tooltip, Typography } from "@mui/material";
+import { collection, doc, limit, orderBy, query, serverTimestamp, updateDoc } from "firebase/firestore";
+import { useCallback, useMemo, useState } from "react";
+import { LEAD_SURFACE_FORMS_WINDOW, leadSurfaceForms } from "../model/lead-surfaces.js";
+/** The always-on surfaces, named once wherever the note is drawn. */ export const LEAD_SURFACES_INTRO = 'Leads are created by member sign-ups, bookings, and forms with lead routing on';
+/** What every capture does whether or not it files a lead. */ export const LEAD_SURFACES_CONTACTS_TOO = 'Every submission with an email address also updates the contact in Contacts at stage Lead.';
+/**
+ * The site's forms, ordered by id and bounded at one past the window — the
+ * same read the Inbox's form picker makes, ordered by `__name__` because a
+ * form saved without a display name would otherwise fall out of an ordered
+ * query and vanish from a list about routing. Host-scoped by path, so any
+ * member of the site may read it and no scope predicate is needed.
+ *
+ * One listener per call, so a note that groups several sites mounts one
+ * reader per site it shows and nothing for a site it has not opened.
+ */ export function useLeadSurfaceForms(hostId) {
+    const firestore = useFirestore();
+    const { data: formDocs, status } = useFirestoreCollection(()=>query(collection(firestore, 'hosts', hostId, 'forms'), orderBy('__name__'), limit(LEAD_SURFACE_FORMS_WINDOW + 1)), [
+        firestore,
+        hostId
+    ], {
+        idField: '$id'
+    });
+    return useMemo(()=>{
+        const forms = leadSurfaceForms(formDocs.slice(0, LEAD_SURFACE_FORMS_WINDOW));
+        return {
+            routed: forms.filter((form)=>form.routed),
+            unrouted: forms.filter((form)=>!form.routed),
+            truncated: formDocs.length > LEAD_SURFACE_FORMS_WINDOW,
+            status
+        };
+    }, [
+        formDocs,
+        status
+    ]);
+}
+/**
+ * The switch: one dotted `updateDoc` on `routing.lead`, so a dataset binding
+ * beside it is untouched, under the same host-content write the form's page
+ * makes. One at a time, whichever site the form is on — two switches in
+ * flight would be two toasts racing for the same reader.
+ *
+ * `siteName` rides into the toast when the note shows more than one site,
+ * because "Contact now files a lead" is an incomplete sentence to a reader
+ * who can see three forms called Contact.
+ */ export function useTurnOnLeadRouting() {
+    const firestore = useFirestore();
+    const { enqueueSnackbar } = useSnackbar();
+    const [turningOn, setTurningOn] = useState(null);
+    const turnOn = useCallback(async ({ hostId, form, siteName })=>{
+        if (turningOn) return;
+        setTurningOn({
+            hostId,
+            formId: form.$id
+        });
+        const where = siteName ? ` on ${siteName}` : '';
+        try {
+            await updateDoc(doc(firestore, 'hosts', hostId, 'forms', form.$id), {
+                'routing.lead': true,
+                updatedAt: serverTimestamp()
+            });
+            enqueueSnackbar(`"${form.displayName}"${where} now files a lead from every submission ` + 'that carries an email address.', {
+                variant: 'success',
+                persist: false
+            });
+        } catch (error) {
+            console.error(error);
+            enqueueSnackbar(`Lead routing could not be turned on${where}.`, {
+                variant: 'error',
+                allowDuplicate: true
+            });
+        } finally{
+            setTurningOn(null);
+        }
+    }, [
+        turningOn,
+        firestore,
+        enqueueSnackbar
+    ]);
+    return {
+        turningOn,
+        turnOn
+    };
+}
+/** A form by name, linked to its own page when the console can address it. */ export function LeadSurfaceFormName(props) {
+    const { form, href } = props;
+    return href ? /*#__PURE__*/ _jsx(AppLink, {
+        href: href,
+        children: form.displayName
+    }) : /*#__PURE__*/ _jsx("span", {
+        children: form.displayName
+    });
+}
+LeadSurfaceFormName.displayName = 'LeadSurfaceFormName';
+/** The routed forms as one clause — "A, B, and possibly more" — for a sentence to end. */ export function LeadSurfaceFormList(props) {
+    const { forms, truncated, formHref } = props;
+    return /*#__PURE__*/ _jsxs(_Fragment, {
+        children: [
+            forms.map((form, index)=>/*#__PURE__*/ _jsxs("span", {
+                    children: [
+                        index ? ', ' : '',
+                        /*#__PURE__*/ _jsx(LeadSurfaceFormName, {
+                            form: form,
+                            href: formHref(form.$id)
+                        })
+                    ]
+                }, form.$id)),
+            truncated ? ', and possibly more' : ''
+        ]
+    });
+}
+LeadSurfaceFormList.displayName = 'LeadSurfaceFormList';
+/**
+ * "Not routing leads:" — every form that does not route, with the switch
+ * beside the ones that could and the reason beside the ones that cannot.
+ *
+ * Offered only where `leadSurfaceForms` says the publish check would honor
+ * it — a form with no email field, or one that records no consent, is
+ * refused with the reason as the tooltip, because a switch that flips and
+ * then fails at publish is the exact confusion this note exists to remove.
+ */ export function UnroutedLeadSurfaces(props) {
+    const { hostId, forms, formHref, turningOn, onTurnOn } = props;
+    return /*#__PURE__*/ _jsxs(Stack, {
+        direction: "row",
+        spacing: 1,
+        sx: {
+            alignItems: 'center',
+            flexWrap: 'wrap',
+            rowGap: 0.5
+        },
+        children: [
+            /*#__PURE__*/ _jsx(Typography, {
+                variant: "caption",
+                color: "text.secondary",
+                children: 'Not routing leads:'
+            }),
+            forms.map((form)=>{
+                var _form_blocker;
+                const pending = (turningOn == null ? void 0 : turningOn.hostId) === hostId && turningOn.formId === form.$id;
+                return /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 0.5,
+                    sx: {
+                        alignItems: 'center'
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsx(Typography, {
+                            variant: "caption",
+                            component: "span",
+                            children: /*#__PURE__*/ _jsx(LeadSurfaceFormName, {
+                                form: form,
+                                href: formHref(form.$id)
+                            })
+                        }),
+                        /*#__PURE__*/ _jsx(Tooltip, {
+                            title: (_form_blocker = form.blocker) != null ? _form_blocker : '',
+                            children: /*#__PURE__*/ _jsx("span", {
+                                children: /*#__PURE__*/ _jsx(Button, {
+                                    size: "small",
+                                    variant: "text",
+                                    disabled: !form.canRoute || turningOn !== null,
+                                    onClick: ()=>onTurnOn(form),
+                                    children: pending ? 'Turning on…' : 'Turn on lead routing'
+                                })
+                            })
+                        })
+                    ]
+                }, form.$id);
+            })
+        ]
+    });
+}
+UnroutedLeadSurfaces.displayName = 'UnroutedLeadSurfaces';
+/**
+ * WHAT CREATES A LEAD ON THIS SITE (AGL-2612).
+ *
+ * Every capture lands in Contacts; a LEAD is filed only by a lead surface —
+ * a member sign-up, a booking, or a form whose author declared
+ * `routing.lead`. The first two are always on and the third is a switch on
+ * each form's own page, which left the Leads list unable to say why one
+ * form's people were in it and another's were not. This says so, by name,
+ * and offers the switch here for the forms that could carry it.
+ *
+ * The reader, the switch and the two rows are shared with the
+ * organization-level note (`OrgLeadSurfacesNote`), which draws them once
+ * per site; this is the one-site composition. The form links resolve the
+ * site's console route from the host index, because under a site that is
+ * the only address the note is handed.
+ */ export function LeadSurfacesNote(props) {
+    const { hostId } = props;
+    const { orgSlug, subdomain: host } = useConsoleHostRoute(hostId);
+    const { routed, unrouted, truncated, status } = useLeadSurfaceForms(hostId);
+    const { turningOn, turnOn } = useTurnOnLeadRouting();
+    const formHref = useCallback((formId)=>orgSlug && host ? buildRoute(Route.FORM_DETAILS, {
+            orgSlug,
+            host,
+            formId
+        }) : null, [
+        orgSlug,
+        host
+    ]);
+    return /*#__PURE__*/ _jsxs(Stack, {
+        spacing: 0.5,
+        children: [
+            /*#__PURE__*/ _jsxs(Typography, {
+                variant: "body2",
+                color: "text.secondary",
+                component: "div",
+                children: [
+                    LEAD_SURFACES_INTRO,
+                    status === 'loading' ? '…' : routed.length ? /*#__PURE__*/ _jsxs(_Fragment, {
+                        children: [
+                            ': ',
+                            /*#__PURE__*/ _jsx(LeadSurfaceFormList, {
+                                forms: routed,
+                                truncated: truncated,
+                                formHref: formHref
+                            }),
+                            '.'
+                        ]
+                    }) : ' — no form routes leads yet.',
+                    ` ${LEAD_SURFACES_CONTACTS_TOO}`
+                ]
+            }),
+            unrouted.length ? /*#__PURE__*/ _jsx(UnroutedLeadSurfaces, {
+                hostId: hostId,
+                forms: unrouted,
+                formHref: formHref,
+                turningOn: turningOn,
+                onTurnOn: (form)=>void turnOn({
+                        hostId,
+                        form
+                    })
+            }) : null
+        ]
+    });
+}
+LeadSurfacesNote.displayName = 'LeadSurfacesNote';
+export default LeadSurfacesNote;
+
+//# sourceMappingURL=lead-surfaces-note.js.map

package/src/lib/components/lead-surfaces-note.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-surfaces-note.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\n'use client'\n\nimport { buildRoute, Route } from '@aglyn/aglyn'\nimport { AppLink } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useConsoleHostRoute,\n  useFirestore,\n  useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack, Tooltip, Typography } from '@mui/material'\nimport {\n  collection,\n  doc,\n  limit,\n  orderBy,\n  query,\n  serverTimestamp,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport {\n  LEAD_SURFACE_FORMS_WINDOW,\n  type LeadSurfaceForm,\n  leadSurfaceForms,\n} from '../model/lead-surfaces'\n\nexport interface LeadSurfacesNoteProps {\n  hostId: string\n}\n\n/** The always-on surfaces, named once wherever the note is drawn. */\nexport const LEAD_SURFACES_INTRO =\n  'Leads are created by member sign-ups, bookings, and forms with lead routing on'\n/** What every capture does whether or not it files a lead. */\nexport const LEAD_SURFACES_CONTACTS_TOO =\n  'Every submission with an email address also updates the contact in Contacts at stage Lead.'\n\n/** One site's forms, sorted into the two answers the note gives. */\nexport interface LeadSurfaceFormsResult {\n  /** `routing.lead` is on: every submission with an address files a lead. */\n  routed: LeadSurfaceForm[]\n  /** The rest, each with its verdict on whether the switch may be offered. */\n  unrouted: LeadSurfaceForm[]\n  /** The site has more forms than the window; the lists are not the whole answer. */\n  truncated: boolean\n  status: ReturnType<typeof useFirestoreCollection>['status']\n}\n\n/**\n * The site's forms, ordered by id and bounded at one past the window — the\n * same read the Inbox's form picker makes, ordered by `__name__` because a\n * form saved without a display name would otherwise fall out of an ordered\n * query and vanish from a list about routing. Host-scoped by path, so any\n * member of the site may read it and no scope predicate is needed.\n *\n * One listener per call, so a note that groups several sites mounts one\n * reader per site it shows and nothing for a site it has not opened.\n */\nexport function useLeadSurfaceForms(hostId: string): LeadSurfaceFormsResult {\n  const firestore = useFirestore()\n  const { data: formDocs, status } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string }\n  >(\n    () =>\n      query(\n        collection(firestore, 'hosts', hostId, 'forms'),\n        orderBy('__name__'),\n        limit(LEAD_SURFACE_FORMS_WINDOW + 1),\n      ),\n    [firestore, hostId],\n    { idField: '$id' },\n  )\n  return useMemo(() => {\n    const forms = leadSurfaceForms(formDocs.slice(0, LEAD_SURFACE_FORMS_WINDOW))\n    return {\n      routed: forms.filter((form) => form.routed),\n      unrouted: forms.filter((form) => !form.routed),\n      truncated: formDocs.length > LEAD_SURFACE_FORMS_WINDOW,\n      status,\n    }\n  }, [formDocs, status])\n}\n\n/** The form a switch is mid-flight on — under which site, since a form id is only unique within one. */\nexport interface LeadRoutingTarget {\n  hostId: string\n  formId: string\n}\n\n/**\n * The switch: one dotted `updateDoc` on `routing.lead`, so a dataset binding\n * beside it is untouched, under the same host-content write the form's page\n * makes. One at a time, whichever site the form is on — two switches in\n * flight would be two toasts racing for the same reader.\n *\n * `siteName` rides into the toast when the note shows more than one site,\n * because \"Contact now files a lead\" is an incomplete sentence to a reader\n * who can see three forms called Contact.\n */\nexport function useTurnOnLeadRouting(): {\n  turningOn: LeadRoutingTarget | null\n  turnOn: (target: {\n    hostId: string\n    form: LeadSurfaceForm\n    siteName?: string | null\n  }) => Promise<void>\n} {\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const [turningOn, setTurningOn] = useState<LeadRoutingTarget | null>(null)\n  const turnOn = useCallback(\n    async ({\n      hostId,\n      form,\n      siteName,\n    }: {\n      hostId: string\n      form: LeadSurfaceForm\n      siteName?: string | null\n    }) => {\n      if (turningOn) return\n      setTurningOn({ hostId, formId: form.$id })\n      const where = siteName ? ` on ${siteName}` : ''\n      try {\n        await updateDoc(doc(firestore, 'hosts', hostId, 'forms', form.$id), {\n          'routing.lead': true,\n          updatedAt: serverTimestamp(),\n        })\n        enqueueSnackbar(\n          `\"${form.displayName}\"${where} now files a lead from every submission ` +\n            'that carries an email address.',\n          { variant: 'success', persist: false },\n        )\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar(`Lead routing could not be turned on${where}.`, {\n          variant: 'error',\n          allowDuplicate: true,\n        })\n      } finally {\n        setTurningOn(null)\n      }\n    },\n    [turningOn, firestore, enqueueSnackbar],\n  )\n  return { turningOn, turnOn }\n}\n\n/** A form by name, linked to its own page when the console can address it. */\nexport function LeadSurfaceFormName(props: {\n  form: LeadSurfaceForm\n  href: string | null\n}) {\n  const { form, href } = props\n  return href ? (\n    <AppLink href={href}>{form.displayName}</AppLink>\n  ) : (\n    <span>{form.displayName}</span>\n  )\n}\nLeadSurfaceFormName.displayName = 'LeadSurfaceFormName'\n\n/** The routed forms as one clause — \"A, B, and possibly more\" — for a sentence to end. */\nexport function LeadSurfaceFormList(props: {\n  forms: LeadSurfaceForm[]\n  truncated: boolean\n  formHref: (formId: string) => string | null\n}) {\n  const { forms, truncated, formHref } = props\n  return (\n    <>\n      {forms.map((form, index) => (\n        <span key={form.$id}>\n          {index ? ', ' : ''}\n          <LeadSurfaceFormName form={form} href={formHref(form.$id)} />\n        </span>\n      ))}\n      {truncated ? ', and possibly more' : ''}\n    </>\n  )\n}\nLeadSurfaceFormList.displayName = 'LeadSurfaceFormList'\n\n/**\n * \"Not routing leads:\" — every form that does not route, with the switch\n * beside the ones that could and the reason beside the ones that cannot.\n *\n * Offered only where `leadSurfaceForms` says the publish check would honor\n * it — a form with no email field, or one that records no consent, is\n * refused with the reason as the tooltip, because a switch that flips and\n * then fails at publish is the exact confusion this note exists to remove.\n */\nexport function UnroutedLeadSurfaces(props: {\n  hostId: string\n  forms: LeadSurfaceForm[]\n  formHref: (formId: string) => string | null\n  turningOn: LeadRoutingTarget | null\n  onTurnOn: (form: LeadSurfaceForm) => void\n}) {\n  const { hostId, forms, formHref, turningOn, onTurnOn } = props\n  return (\n    <Stack\n      direction=\"row\"\n      spacing={1}\n      sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n    >\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {'Not routing leads:'}\n      </Typography>\n      {forms.map((form) => {\n        const pending =\n          turningOn?.hostId === hostId && turningOn.formId === form.$id\n        return (\n          <Stack\n            key={form.$id}\n            direction=\"row\"\n            spacing={0.5}\n            sx={{ alignItems: 'center' }}\n          >\n            <Typography variant=\"caption\" component=\"span\">\n              <LeadSurfaceFormName form={form} href={formHref(form.$id)} />\n            </Typography>\n            {/*\n              Disabled with the reason as its tooltip rather than absent:\n              an absent control and an inapplicable one look alike, and\n              only one of them says what to do about it.\n            */}\n            <Tooltip title={form.blocker ?? ''}>\n              <span>\n                <Button\n                  size=\"small\"\n                  variant=\"text\"\n                  disabled={!form.canRoute || turningOn !== null}\n                  onClick={() => onTurnOn(form)}\n                >\n                  {pending ? 'Turning on…' : 'Turn on lead routing'}\n                </Button>\n              </span>\n            </Tooltip>\n          </Stack>\n        )\n      })}\n    </Stack>\n  )\n}\nUnroutedLeadSurfaces.displayName = 'UnroutedLeadSurfaces'\n\n/**\n * WHAT CREATES A LEAD ON THIS SITE (AGL-2612).\n *\n * Every capture lands in Contacts; a LEAD is filed only by a lead surface —\n * a member sign-up, a booking, or a form whose author declared\n * `routing.lead`. The first two are always on and the third is a switch on\n * each form's own page, which left the Leads list unable to say why one\n * form's people were in it and another's were not. This says so, by name,\n * and offers the switch here for the forms that could carry it.\n *\n * The reader, the switch and the two rows are shared with the\n * organization-level note (`OrgLeadSurfacesNote`), which draws them once\n * per site; this is the one-site composition. The form links resolve the\n * site's console route from the host index, because under a site that is\n * the only address the note is handed.\n */\nexport function LeadSurfacesNote(props: LeadSurfacesNoteProps) {\n  const { hostId } = props\n  const { orgSlug, subdomain: host } = useConsoleHostRoute(hostId)\n  const { routed, unrouted, truncated, status } = useLeadSurfaceForms(hostId)\n  const { turningOn, turnOn } = useTurnOnLeadRouting()\n\n  const formHref = useCallback(\n    (formId: string) =>\n      orgSlug && host\n        ? buildRoute(Route.FORM_DETAILS, { orgSlug, host, formId })\n        : null,\n    [orgSlug, host],\n  )\n\n  return (\n    <Stack spacing={0.5}>\n      <Typography variant=\"body2\" color=\"text.secondary\" component=\"div\">\n        {LEAD_SURFACES_INTRO}\n        {status === 'loading' ? (\n          '…'\n        ) : routed.length ? (\n          <>\n            {': '}\n            <LeadSurfaceFormList forms={routed} truncated={truncated} formHref={formHref} />\n            {'.'}\n          </>\n        ) : (\n          ' — no form routes leads yet.'\n        )}\n        {` ${LEAD_SURFACES_CONTACTS_TOO}`}\n      </Typography>\n      {unrouted.length ? (\n        <UnroutedLeadSurfaces\n          hostId={hostId}\n          forms={unrouted}\n          formHref={formHref}\n          turningOn={turningOn}\n          onTurnOn={(form) => void turnOn({ hostId, form })}\n        />\n      ) : null}\n    </Stack>\n  )\n}\nLeadSurfacesNote.displayName = 'LeadSurfacesNote'\n\nexport default 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package/src/lib/components/lead-unqualify-dialog.d.ts

@@ -0,0 +1,24 @@
+/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */
+export declare const UNQUALIFY_REASON_MAX = 500;
+export interface LeadUnqualifyDialogProps {
+    open: boolean;
+    onClose: () => void;
+    hostId: string;
+    leadId: string;
+    /** How the lead reads in the title — its name, else its address. */
+    leadLabel: string;
+}
+/**
+ * Close a lead without converting it, with the reason why (AGL-2608).
+ *
+ * The reason is REQUIRED. An unqualified lead with no reason is a row that
+ * says only "somebody gave up", and the one thing a report on lost leads
+ * wants to count is why. A client-direct write: `hosts/{hostId}/leads` is
+ * not in the catch-all's update exclusions, so a site admin, editor or
+ * author may update it, and nothing here needs the server.
+ */
+export declare function LeadUnqualifyDialog(props: LeadUnqualifyDialogProps): import("react").JSX.Element;
+export declare namespace LeadUnqualifyDialog {
+    var displayName: string;
+}
+export default LeadUnqualifyDialog;

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

@@ -0,0 +1,125 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { _ as _extends } from "@swc/helpers/_/_extends";
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { useSnackbar } from "@aglyn/shared-ui-snackstack";
+import { useFirestore } from "@aglyn/tenant-feature-instance";
+import { Button, Dialog, DialogActions, DialogContent, DialogContentText, DialogTitle, TextField } from "@mui/material";
+import { doc, serverTimestamp, updateDoc } from "firebase/firestore";
+import { useEffect, useState } from "react";
+/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */ export const UNQUALIFY_REASON_MAX = 500;
+const REASON_MAX = UNQUALIFY_REASON_MAX;
+/**
+ * Close a lead without converting it, with the reason why (AGL-2608).
+ *
+ * The reason is REQUIRED. An unqualified lead with no reason is a row that
+ * says only "somebody gave up", and the one thing a report on lost leads
+ * wants to count is why. A client-direct write: `hosts/{hostId}/leads` is
+ * not in the catch-all's update exclusions, so a site admin, editor or
+ * author may update it, and nothing here needs the server.
+ */ export function LeadUnqualifyDialog(props) {
+    const { open, onClose, hostId, leadId, leadLabel } = props;
+    const firestore = useFirestore();
+    const { enqueueSnackbar } = useSnackbar();
+    const [reason, setReason] = useState('');
+    const [busy, setBusy] = useState(false);
+    useEffect(()=>{
+        if (open) setReason('');
+    }, [
+        open
+    ]);
+    const submit = async ()=>{
+        const trimmed = reason.trim();
+        if (!trimmed) return;
+        setBusy(true);
+        try {
+            const fields = {
+                status: 'unqualified',
+                unqualifiedReason: trimmed.slice(0, REASON_MAX)
+            };
+            await updateDoc(doc(firestore, 'hosts', hostId, 'leads', leadId), _extends({}, fields, {
+                updatedAt: serverTimestamp()
+            }));
+            enqueueSnackbar('Lead marked unqualified', {
+                variant: 'success',
+                persist: false
+            });
+            onClose();
+        } catch (error) {
+            enqueueSnackbar(error instanceof Error ? error.message : 'The lead could not be updated.', {
+                variant: 'error'
+            });
+        } finally{
+            setBusy(false);
+        }
+    };
+    return /*#__PURE__*/ _jsxs(Dialog, {
+        open: open,
+        onClose: onClose,
+        maxWidth: "xs",
+        fullWidth: true,
+        children: [
+            /*#__PURE__*/ _jsx(DialogTitle, {
+                children: `Unqualify ${leadLabel}?`
+            }),
+            /*#__PURE__*/ _jsxs(DialogContent, {
+                children: [
+                    /*#__PURE__*/ _jsx(DialogContentText, {
+                        sx: {
+                            mb: 2
+                        },
+                        children: 'The lead stays on file and drops out of the open list. Say why, ' + 'so the reason can be counted later.'
+                    }),
+                    /*#__PURE__*/ _jsx(TextField, {
+                        label: "Reason",
+                        value: reason,
+                        onChange: (event)=>setReason(event.target.value),
+                        multiline: true,
+                        minRows: 2,
+                        fullWidth: true,
+                        autoFocus: true,
+                        slotProps: {
+                            htmlInput: {
+                                maxLength: REASON_MAX
+                            }
+                        }
+                    })
+                ]
+            }),
+            /*#__PURE__*/ _jsxs(DialogActions, {
+                children: [
+                    /*#__PURE__*/ _jsx(Button, {
+                        onClick: onClose,
+                        disabled: busy,
+                        children: 'Cancel'
+                    }),
+                    /*#__PURE__*/ _jsx(Button, {
+                        variant: "contained",
+                        color: "warning",
+                        onClick: ()=>void submit(),
+                        disabled: busy || !reason.trim(),
+                        children: 'Unqualify'
+                    })
+                ]
+            })
+        ]
+    });
+}
+LeadUnqualifyDialog.displayName = 'LeadUnqualifyDialog';
+export default LeadUnqualifyDialog;
+
+//# sourceMappingURL=lead-unqualify-dialog.js.map

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

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-unqualify-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { CrmLeadFields } from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  TextField,\n} from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\n\n/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */\nexport const UNQUALIFY_REASON_MAX = 500\nconst REASON_MAX = UNQUALIFY_REASON_MAX\n\nexport interface LeadUnqualifyDialogProps {\n  open: boolean\n  onClose: () => void\n  hostId: string\n  leadId: string\n  /** How the lead reads in the title — its name, else its address. */\n  leadLabel: string\n}\n\n/**\n * Close a lead without converting it, with the reason why (AGL-2608).\n *\n * The reason is REQUIRED. An unqualified lead with no reason is a row that\n * says only \"somebody gave up\", and the one thing a report on lost leads\n * wants to count is why. A client-direct write: `hosts/{hostId}/leads` is\n * not in the catch-all's update exclusions, so a site admin, editor or\n * author may update it, and nothing here needs the server.\n */\nexport function LeadUnqualifyDialog(props: LeadUnqualifyDialogProps) {\n  const { open, onClose, hostId, leadId, leadLabel } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const [reason, setReason] = useState('')\n  const [busy, setBusy] = useState(false)\n\n  useEffect(() => {\n    if (open) setReason('')\n  }, [open])\n\n  const submit = async () => {\n    const trimmed = reason.trim()\n    if (!trimmed) return\n    setBusy(true)\n    try {\n      const fields: Required<Pick<CrmLeadFields, 'status' | 'unqualifiedReason'>> = {\n        status: 'unqualified',\n        unqualifiedReason: trimmed.slice(0, REASON_MAX),\n      }\n      await updateDoc(doc(firestore, 'hosts', hostId, 'leads', leadId), {\n        ...fields,\n        updatedAt: serverTimestamp(),\n      })\n      enqueueSnackbar('Lead marked unqualified', { variant: 'success', persist: false })\n      onClose()\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={onClose} maxWidth=\"xs\" fullWidth>\n      <DialogTitle>{`Unqualify ${leadLabel}?`}</DialogTitle>\n      <DialogContent>\n        <DialogContentText sx={{ mb: 2 }}>\n          {'The lead stays on file and drops out of the open list. Say why, ' +\n            'so the reason can be counted later.'}\n        </DialogContentText>\n        <TextField\n          label=\"Reason\"\n          value={reason}\n          onChange={(event) => setReason(event.target.value)}\n          multiline\n          minRows={2}\n          fullWidth\n          autoFocus\n          slotProps={{ htmlInput: { maxLength: REASON_MAX } }}\n        />\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          color=\"warning\"\n          onClick={() => void submit()}\n          disabled={busy || !reason.trim()}\n        >\n          {'Unqualify'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nLeadUnqualifyDialog.displayName = 'LeadUnqualifyDialog'\n\nexport default LeadUnqualifyDialog\n"],"names":["useSnackbar","useFirestore","Button","Dialog","DialogActions","DialogContent","DialogContentText","DialogTitle","TextField","doc","serverTimestamp","updateDoc","useEffect","useState","UNQUALIFY_REASON_MAX","REASON_MAX","LeadUnqualifyDialog","props","open","onClose","hostId","leadId","leadLabel","firestore","enqueueSnackbar","reason","setReason","busy","setBusy","submit","trimmed","trim","fields","status","unqualifiedReason","slice","updatedAt","variant","persist","error","Error","message","maxWidth","fullWidth","sx","mb","label","value","onChange","event","target","multiline","minRows","autoFocus","slotProps","htmlInput","maxLength","onClick","disabled","color","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAGA,SAASA,WAAW,QAAQ,8BAA6B;AACzD,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SACEC,MAAM,EACNC,MAAM,EACNC,aAAa,EACbC,aAAa,EACbC,iBAAiB,EACjBC,WAAW,EACXC,SAAS,QACJ,gBAAe;AACtB,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAE3C,0FAA0F,GAC1F,OAAO,MAAMC,uBAAuB,IAAG;AACvC,MAAMC,aAAaD;AAWnB;;;;;;;;CAQC,GACD,OAAO,SAASE,oBAAoBC,KAA+B;IACjE,MAAM,EAAEC,IAAI,EAAEC,OAAO,EAAEC,MAAM,EAAEC,MAAM,EAAEC,SAAS,EAAE,GAAGL;IACrD,MAAMM,YAAYtB;IAClB,MAAM,EAAEuB,eAAe,EAAE,GAAGxB;IAC5B,MAAM,CAACyB,QAAQC,UAAU,GAAGb,SAAS;IACrC,MAAM,CAACc,MAAMC,QAAQ,GAAGf,SAAS;IAEjCD,UAAU;QACR,IAAIM,MAAMQ,UAAU;IACtB,GAAG;QAACR;KAAK;IAET,MAAMW,SAAS;QACb,MAAMC,UAAUL,OAAOM,IAAI;QAC3B,IAAI,CAACD,SAAS;QACdF,QAAQ;QACR,IAAI;YACF,MAAMI,SAAwE;gBAC5EC,QAAQ;gBACRC,mBAAmBJ,QAAQK,KAAK,CAAC,GAAGpB;YACtC;YACA,MAAMJ,UAAUF,IAAIc,WAAW,SAASH,QAAQ,SAASC,SAAS,aAC7DW;gBACHI,WAAW1B;;YAEbc,gBAAgB,2BAA2B;gBAAEa,SAAS;gBAAWC,SAAS;YAAM;YAChFnB;QACF,EAAE,OAAOoB,OAAO;YACdf,gBACEe,iBAAiBC,QAAQD,MAAME,OAAO,GAAG,kCACzC;gBAAEJ,SAAS;YAAQ;QAEvB,SAAU;YACRT,QAAQ;QACV;IACF;IAEA,qBACE,MAACzB;QAAOe,MAAMA;QAAMC,SAASA;QAASuB,UAAS;QAAKC,SAAS;;0BAC3D,KAACpC;0BAAa,CAAC,UAAU,EAAEe,UAAU,CAAC,CAAC;;0BACvC,MAACjB;;kCACC,KAACC;wBAAkBsC,IAAI;4BAAEC,IAAI;wBAAE;kCAC5B,qEACC;;kCAEJ,KAACrC;wBACCsC,OAAM;wBACNC,OAAOtB;wBACPuB,UAAU,CAACC,QAAUvB,UAAUuB,MAAMC,MAAM,CAACH,KAAK;wBACjDI,SAAS;wBACTC,SAAS;wBACTT,SAAS;wBACTU,SAAS;wBACTC,WAAW;4BAAEC,WAAW;gCAAEC,WAAWzC;4BAAW;wBAAE;;;;0BAGtD,MAACX;;kCACC,KAACF;wBAAOuD,SAAStC;wBAASuC,UAAU/B;kCACjC;;kCAEH,KAACzB;wBACCmC,SAAQ;wBACRsB,OAAM;wBACNF,SAAS,IAAM,KAAK5B;wBACpB6B,UAAU/B,QAAQ,CAACF,OAAOM,IAAI;kCAE7B;;;;;;AAKX;AACAf,oBAAoB4C,WAAW,GAAG;AAElC,eAAe5C,oBAAmB"}