@aglyn/plugins-crm 1.0.0-beta.152 → 1.0.0-beta.153

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.152",
+  "version": "1.0.0-beta.153",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,18 +25,18 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.152",
-    "@aglyn/shared-data-enums": "1.0.0-beta.152",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.152",
-    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.152",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.152",
-    "@aglyn/shared-ui-next": "1.0.0-beta.152",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.152",
-    "@aglyn/shared-util-email": "1.0.0-beta.152",
-    "@aglyn/shared-util-http": "1.0.0-beta.152",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.152",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.152",
-    "@aglyn/tenant-runtime": "1.0.0-beta.152",
+    "@aglyn/aglyn": "1.0.0-beta.153",
+    "@aglyn/shared-data-enums": "1.0.0-beta.153",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.153",
+    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.153",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.153",
+    "@aglyn/shared-ui-next": "1.0.0-beta.153",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.153",
+    "@aglyn/shared-util-email": "1.0.0-beta.153",
+    "@aglyn/shared-util-http": "1.0.0-beta.153",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.153",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.153",
+    "@aglyn/tenant-runtime": "1.0.0-beta.153",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

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

@@ -151,7 +151,8 @@ import { LeadOwnerSelect } from "./lead-owner-select.js";
         if (!open || companiesStatus !== 'success') return;
         if (seededFor.current === leadId) return;
         seededFor.current = leadId;
-        const suggestion = suggestCompanyForLead(email, companies);
+        // The lead's own company text first (AGL-3233), then the domain.
+        const suggestion = suggestCompanyForLead(email, companies, lead.company);
         setCompanyMode(suggestion.mode);
         if (suggestion.mode === 'existing') setCompanyId(suggestion.companyId);
         if (suggestion.mode === 'new') {
@@ -163,7 +164,8 @@ import { LeadOwnerSelect } from "./lead-owner-select.js";
         companiesStatus,
         companies,
         email,
-        leadId
+        leadId,
+        lead.company
     ]);
     const amountCents = dollarsToCents(dealAmount);
     const amountInvalid = amountCents === undefined;

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-convert-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type { CrmDealStage, CrmLeadFields } from '@aglyn/aglyn'\nimport { authorizedFetch } from '@aglyn/shared-util-http/authorized-token'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Checkbox,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  Divider,\n  FormControl,\n  FormControlLabel,\n  InputLabel,\n  MenuItem,\n  Radio,\n  RadioGroup,\n  Select,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  documentId,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useEffect, useId, useMemo, useRef, useState } from 'react'\nimport {\n  dollarsToCents,\n  suggestCompanyForLead,\n} from '../model/lead-company-suggestion'\nimport { crmRoutes } from '../model/crm-routes'\nimport type { LeadConvertRequest, LeadConvertResponse } from '../server/lead-convert'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\n\n/**\n * How many companies the picker loads. Ordered by name, so a bigger org sees\n * its first two hundred alphabetically and the domain match still finds the\n * right one when it is among them; past that the converter creates and the\n * route dedupes by domain server-side, which is the backstop this ceiling\n * relies on.\n */\nconst COMPANY_OPTIONS_CEILING = 200\n\ntype CompanyMode = 'none' | 'existing' | 'new'\n\nexport interface LeadConvertDialogProps {\n  open: boolean\n  onClose: () => void\n  hostId: string\n  orgId: string | null\n  org: Record<string, unknown> | null | undefined\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  basePath: string\n  roster: OrgMemberOptions\n}\n\n/**\n * Convert a lead into a contact, and optionally a company and a deal\n * (AGL-2608).\n *\n * The dialog collects the decisions and posts ONE request to\n * `crm/lead-convert`; it writes nothing itself, because the contact can only\n * come from the server's dedupe door and the rest of the conversion has to\n * follow it in order. What it does own is the suggestion: the company the\n * lead's email domain implies, matched against the companies this reader can\n * see, so the common case is a glance and a click.\n *\n * Both reads open only while the dialog is — a converter who never opens it\n * pays for neither the company list nor the pipeline.\n */\nexport function LeadConvertDialog(props: LeadConvertDialogProps) {\n  const { open, onClose, hostId, orgId, org, leadId, lead, basePath, roster } = props\n  const firestore = useFirestore()\n  const router = useRouter()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n\n  /*\n   * The scope this reader may see — the same tokens every CRM listener\n   * filters on, and the rules refuse a list without them. The Leads list\n   * mounts the dialog closed at the organization level with no site at all\n   * (the row it converts brings one), and a consent group must name a site,\n   * so until then the scope is the organization's token alone — nothing reads\n   * it while the dialog is closed.\n   */\n  const visibleToTokens = useMemo(() => {\n    const group = hostId ? Aglyn.consentGroupForHost(org ?? {}, hostId) : null\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...(group?.hostIds ?? []).map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, hostId])\n  const tokensKey = visibleToTokens.join(',')\n\n  const { data: companies, status: companiesStatus } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string; name?: string; domain?: string }\n  >(\n    () =>\n      open && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, Aglyn.CRM_COLLECTIONS.companies),\n            where('visibleTo', 'array-contains-any', visibleToTokens),\n            orderBy('nameLower'),\n            limit(COMPANY_OPTIONS_CEILING),\n          )\n        : null,\n    [firestore, orgId, open, tokensKey],\n    { idField: '$id' },\n  )\n  const { data: pipelines } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string; isDefault?: boolean; stages?: CrmDealStage[] }\n  >(\n    () =>\n      open && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, Aglyn.CRM_COLLECTIONS.pipelines),\n            where('visibleTo', 'array-contains-any', visibleToTokens),\n            orderBy(documentId()),\n            limit(20),\n          )\n        : null,\n    [firestore, orgId, open, tokensKey],\n    { idField: '$id' },\n  )\n  /*\n   * The pipeline the deal will open in — the route's own choice, mirrored so\n   * the stage picker offers the stages the deal will really have: the flagged\n   * default, else the first by id, else the stages the route will seed.\n   */\n  const pipeline = pipelines.find((entry) => entry.isDefault) ?? pipelines[0]\n  const stages = useMemo(\n    () =>\n      [...(pipeline?.stages ?? Aglyn.DEFAULT_DEAL_STAGES)]\n        .filter((stage) => stage.kind === 'open')\n        .sort((a, b) => a.order - b.order),\n    [pipeline],\n  )\n\n  const email = String(lead['email'] ?? '')\n  const leadLabel = String(lead['name'] || email || leadId)\n\n  const [ownerUid, setOwnerUid] = useState('')\n  const [companyMode, setCompanyMode] = useState<CompanyMode>('none')\n  const [companyId, setCompanyId] = useState('')\n  const [companyName, setCompanyName] = useState('')\n  const [companyDomain, setCompanyDomain] = useState('')\n  const [dealOn, setDealOn] = useState(false)\n  const [dealTitle, setDealTitle] = useState('')\n  const [dealAmount, setDealAmount] = useState('')\n  const [dealCurrency, setDealCurrency] = useState('usd')\n  const [dealStageId, setDealStageId] = useState('')\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n  // The labels' ids, so the two comboboxes are named \"Company\" and \"Stage\"\n  // rather than after whatever they show — see `LeadOwnerSelect`.\n  const companyLabelId = useId()\n  const stageLabelId = useId()\n\n  /*\n   * Reset on every open, and seed the company step ONCE per open when the\n   * company list has answered — not on every snapshot, or a converter who\n   * changed their mind would have the suggestion put back under them.\n   */\n  const seededFor = useRef<string | null>(null)\n  useEffect(() => {\n    if (!open) {\n      seededFor.current = null\n      return\n    }\n    setOwnerUid(String(lead.ownerUid ?? user?.uid ?? ''))\n    setDealOn(false)\n    setDealTitle(leadLabel)\n    setDealAmount('')\n    setDealCurrency('usd')\n    setDealStageId('')\n    setError(null)\n    setCompanyMode('none')\n    setCompanyId('')\n    setCompanyName('')\n    setCompanyDomain('')\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, leadId])\n  useEffect(() => {\n    if (!open || companiesStatus !== 'success') return\n    if (seededFor.current === leadId) return\n    seededFor.current = leadId\n    const suggestion = suggestCompanyForLead(email, companies)\n    setCompanyMode(suggestion.mode)\n    if (suggestion.mode === 'existing') setCompanyId(suggestion.companyId)\n    if (suggestion.mode === 'new') {\n      setCompanyName(suggestion.name)\n      setCompanyDomain(suggestion.domain)\n    }\n  }, [open, companiesStatus, companies, email, leadId])\n\n  const amountCents = dollarsToCents(dealAmount)\n  const amountInvalid = amountCents === undefined\n  const submittable =\n    !busy &&\n    (companyMode !== 'new' || companyName.trim().length > 0) &&\n    (companyMode !== 'existing' || Boolean(companyId)) &&\n    (!dealOn || (dealTitle.trim().length > 0 && !amountInvalid))\n\n  const submit = async () => {\n    if (!submittable) return\n    setBusy(true)\n    setError(null)\n    const body: LeadConvertRequest = {\n      hostId,\n      leadId,\n      ...(ownerUid ? { ownerUid } : {}),\n      ...(companyMode === 'existing' ? { companyId } : {}),\n      ...(companyMode === 'new'\n        ? {\n            createCompany: {\n              name: companyName.trim(),\n              ...(companyDomain.trim() ? { domain: companyDomain.trim() } : {}),\n            },\n          }\n        : {}),\n      ...(dealOn\n        ? {\n            deal: {\n              title: dealTitle.trim(),\n              ...(typeof amountCents === 'number' ? { amountCents } : {}),\n              currency: dealCurrency.trim().toLowerCase() || 'usd',\n              ...(dealStageId ? { stageId: dealStageId } : {}),\n            },\n          }\n        : {}),\n    }\n    try {\n      const response = await authorizedFetch(user, '/api/crm/lead-convert', {\n        method: 'POST',\n        headers: { 'content-type': 'application/json' },\n        body: JSON.stringify(body),\n      })\n      const answer = (await response.json().catch(() => ({}))) as\n        | LeadConvertResponse\n        | { error?: string }\n      if (!response.ok || !('ok' in answer)) {\n        setError(\n          String((answer as { error?: string }).error ?? 'The lead could not be converted.'),\n        )\n        return\n      }\n      enqueueSnackbar(\n        answer.alreadyConverted\n          ? 'This lead was already converted — opening the contact'\n          : 'Lead converted',\n        { variant: 'success', persist: false },\n      )\n      onClose()\n      router.push(crmRoutes(basePath).contact(answer.contactId))\n    } catch (cause) {\n      setError(cause instanceof Error ? cause.message : 'The lead could not be converted.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} maxWidth=\"sm\" fullWidth>\n      <DialogTitle>{`Convert ${leadLabel}`}</DialogTitle>\n      <DialogContent>\n        <Stack spacing={3} sx={{ pt: 1 }}>\n          <Stack spacing={1}>\n            <Typography variant=\"subtitle2\">{'Contact'}</Typography>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {`${email} becomes a contact at the Sales qualified stage — or ` +\n                'joins the one this address already has.'}\n            </Typography>\n            <LeadOwnerSelect value={ownerUid} onChange={setOwnerUid} roster={roster} />\n          </Stack>\n          <Divider />\n          <Stack spacing={1}>\n            <Typography variant=\"subtitle2\">{'Company'}</Typography>\n            <RadioGroup\n              value={companyMode}\n              onChange={(event) => setCompanyMode(event.target.value as CompanyMode)}\n            >\n              <FormControlLabel value=\"none\" control={<Radio size=\"small\" />} label=\"No company\" />\n              <FormControlLabel\n                value=\"existing\"\n                control={<Radio size=\"small\" />}\n                label=\"Link an existing company\"\n                disabled={companies.length === 0}\n              />\n              <FormControlLabel\n                value=\"new\"\n                control={<Radio size=\"small\" />}\n                label=\"Create a company\"\n              />\n            </RadioGroup>\n            {companyMode === 'existing' ? (\n              <FormControl size=\"small\" fullWidth>\n                <InputLabel id={companyLabelId}>{'Company'}</InputLabel>\n                <Select\n                  labelId={companyLabelId}\n                  label=\"Company\"\n                  value={companyId}\n                  onChange={(event) => setCompanyId(String(event.target.value))}\n                >\n                  {companies.map((company) => (\n                    <MenuItem key={company.$id} value={company.$id}>\n                      {String(company.name ?? company.$id)}\n                      {company.domain ? (\n                        <Typography\n                          component=\"span\"\n                          variant=\"caption\"\n                          color=\"text.secondary\"\n                          sx={{ ml: 1 }}\n                        >\n                          {String(company.domain)}\n                        </Typography>\n                      ) : null}\n                    </MenuItem>\n                  ))}\n                </Select>\n              </FormControl>\n            ) : null}\n            {companyMode === 'new' ? (\n              <Stack direction={{ xs: 'column', sm: 'row' }} spacing={1}>\n                <TextField\n                  size=\"small\"\n                  label=\"Company name\"\n                  value={companyName}\n                  onChange={(event) => setCompanyName(event.target.value)}\n                  fullWidth\n                  slotProps={{ htmlInput: { maxLength: 120 } }}\n                />\n                <TextField\n                  size=\"small\"\n                  label=\"Domain\"\n                  value={companyDomain}\n                  onChange={(event) => setCompanyDomain(event.target.value)}\n                  helperText=\"Used to match future contacts to this company\"\n                  fullWidth\n                />\n              </Stack>\n            ) : null}\n          </Stack>\n          <Divider />\n          <Stack spacing={1}>\n            <FormControlLabel\n              control={\n                <Checkbox\n                  checked={dealOn}\n                  onChange={(event) => setDealOn(event.target.checked)}\n                />\n              }\n              label={<Typography variant=\"subtitle2\">{'Open a deal'}</Typography>}\n            />\n            {dealOn ? (\n              <Stack spacing={1}>\n                <TextField\n                  size=\"small\"\n                  label=\"Deal title\"\n                  value={dealTitle}\n                  onChange={(event) => setDealTitle(event.target.value)}\n                  fullWidth\n                  slotProps={{ htmlInput: { maxLength: 200 } }}\n                />\n                <Stack direction={{ xs: 'column', sm: 'row' }} spacing={1}>\n                  <TextField\n                    size=\"small\"\n                    label=\"Amount\"\n                    value={dealAmount}\n                    onChange={(event) => setDealAmount(event.target.value)}\n                    error={amountInvalid}\n                    helperText={amountInvalid ? 'Enter an amount like 1200 or 1,200.50' : ' '}\n                    fullWidth\n                  />\n                  <TextField\n                    size=\"small\"\n                    label=\"Currency\"\n                    value={dealCurrency}\n                    onChange={(event) => setDealCurrency(event.target.value)}\n                    helperText=\" \"\n                    sx={{ width: { sm: 140 } }}\n                    slotProps={{ htmlInput: { maxLength: 3 } }}\n                  />\n                </Stack>\n                <FormControl size=\"small\" fullWidth>\n                  {/* `shrink`, because `displayEmpty` below draws the \"First\n                      stage\" placeholder where an empty value would leave the\n                      field blank — and a label that has not shrunk sits on\n                      top of it. */}\n                  <InputLabel id={stageLabelId} shrink>\n                    {'Stage'}\n                  </InputLabel>\n                  <Select\n                    labelId={stageLabelId}\n                    label=\"Stage\"\n                    notched\n                    value={dealStageId}\n                    onChange={(event) => setDealStageId(String(event.target.value))}\n                    displayEmpty\n                  >\n                    <MenuItem value=\"\">\n                      <em>{stages[0] ? `First stage (${stages[0].name})` : 'First stage'}</em>\n                    </MenuItem>\n                    {stages.map((stage) => (\n                      <MenuItem key={stage.id} value={stage.id}>\n                        {stage.name}\n                      </MenuItem>\n                    ))}\n                  </Select>\n                </FormControl>\n                {!pipeline ? (\n                  <Typography variant=\"caption\" color=\"text.secondary\">\n                    {'This workspace has no pipeline yet — a Sales pipeline ' +\n                      'with the default stages is created with the deal.'}\n                  </Typography>\n                ) : null}\n              </Stack>\n            ) : null}\n          </Stack>\n          {error ? <Alert severity=\"error\">{error}</Alert> : null}\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button variant=\"contained\" onClick={() => void submit()} disabled={!submittable}>\n          {busy ? 'Converting…' : 'Convert'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nLeadConvertDialog.displayName = 'LeadConvertDialog'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-convert-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type { CrmDealStage, CrmLeadFields } from '@aglyn/aglyn'\nimport { authorizedFetch } from '@aglyn/shared-util-http/authorized-token'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Checkbox,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  Divider,\n  FormControl,\n  FormControlLabel,\n  InputLabel,\n  MenuItem,\n  Radio,\n  RadioGroup,\n  Select,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  documentId,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useEffect, useId, useMemo, useRef, useState } from 'react'\nimport {\n  dollarsToCents,\n  suggestCompanyForLead,\n} from '../model/lead-company-suggestion'\nimport { crmRoutes } from '../model/crm-routes'\nimport type { LeadConvertRequest, LeadConvertResponse } from '../server/lead-convert'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\n\n/**\n * How many companies the picker loads. Ordered by name, so a bigger org sees\n * its first two hundred alphabetically and the domain match still finds the\n * right one when it is among them; past that the converter creates and the\n * route dedupes by domain server-side, which is the backstop this ceiling\n * relies on.\n */\nconst COMPANY_OPTIONS_CEILING = 200\n\ntype CompanyMode = 'none' | 'existing' | 'new'\n\nexport interface LeadConvertDialogProps {\n  open: boolean\n  onClose: () => void\n  hostId: string\n  orgId: string | null\n  org: Record<string, unknown> | null | undefined\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  basePath: string\n  roster: OrgMemberOptions\n}\n\n/**\n * Convert a lead into a contact, and optionally a company and a deal\n * (AGL-2608).\n *\n * The dialog collects the decisions and posts ONE request to\n * `crm/lead-convert`; it writes nothing itself, because the contact can only\n * come from the server's dedupe door and the rest of the conversion has to\n * follow it in order. What it does own is the suggestion: the company the\n * lead's email domain implies, matched against the companies this reader can\n * see, so the common case is a glance and a click.\n *\n * Both reads open only while the dialog is — a converter who never opens it\n * pays for neither the company list nor the pipeline.\n */\nexport function LeadConvertDialog(props: LeadConvertDialogProps) {\n  const { open, onClose, hostId, orgId, org, leadId, lead, basePath, roster } = props\n  const firestore = useFirestore()\n  const router = useRouter()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n\n  /*\n   * The scope this reader may see — the same tokens every CRM listener\n   * filters on, and the rules refuse a list without them. The Leads list\n   * mounts the dialog closed at the organization level with no site at all\n   * (the row it converts brings one), and a consent group must name a site,\n   * so until then the scope is the organization's token alone — nothing reads\n   * it while the dialog is closed.\n   */\n  const visibleToTokens = useMemo(() => {\n    const group = hostId ? Aglyn.consentGroupForHost(org ?? {}, hostId) : null\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...(group?.hostIds ?? []).map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, hostId])\n  const tokensKey = visibleToTokens.join(',')\n\n  const { data: companies, status: companiesStatus } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string; name?: string; domain?: string }\n  >(\n    () =>\n      open && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, Aglyn.CRM_COLLECTIONS.companies),\n            where('visibleTo', 'array-contains-any', visibleToTokens),\n            orderBy('nameLower'),\n            limit(COMPANY_OPTIONS_CEILING),\n          )\n        : null,\n    [firestore, orgId, open, tokensKey],\n    { idField: '$id' },\n  )\n  const { data: pipelines } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string; isDefault?: boolean; stages?: CrmDealStage[] }\n  >(\n    () =>\n      open && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, Aglyn.CRM_COLLECTIONS.pipelines),\n            where('visibleTo', 'array-contains-any', visibleToTokens),\n            orderBy(documentId()),\n            limit(20),\n          )\n        : null,\n    [firestore, orgId, open, tokensKey],\n    { idField: '$id' },\n  )\n  /*\n   * The pipeline the deal will open in — the route's own choice, mirrored so\n   * the stage picker offers the stages the deal will really have: the flagged\n   * default, else the first by id, else the stages the route will seed.\n   */\n  const pipeline = pipelines.find((entry) => entry.isDefault) ?? pipelines[0]\n  const stages = useMemo(\n    () =>\n      [...(pipeline?.stages ?? Aglyn.DEFAULT_DEAL_STAGES)]\n        .filter((stage) => stage.kind === 'open')\n        .sort((a, b) => a.order - b.order),\n    [pipeline],\n  )\n\n  const email = String(lead['email'] ?? '')\n  const leadLabel = String(lead['name'] || email || leadId)\n\n  const [ownerUid, setOwnerUid] = useState('')\n  const [companyMode, setCompanyMode] = useState<CompanyMode>('none')\n  const [companyId, setCompanyId] = useState('')\n  const [companyName, setCompanyName] = useState('')\n  const [companyDomain, setCompanyDomain] = useState('')\n  const [dealOn, setDealOn] = useState(false)\n  const [dealTitle, setDealTitle] = useState('')\n  const [dealAmount, setDealAmount] = useState('')\n  const [dealCurrency, setDealCurrency] = useState('usd')\n  const [dealStageId, setDealStageId] = useState('')\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n  // The labels' ids, so the two comboboxes are named \"Company\" and \"Stage\"\n  // rather than after whatever they show — see `LeadOwnerSelect`.\n  const companyLabelId = useId()\n  const stageLabelId = useId()\n\n  /*\n   * Reset on every open, and seed the company step ONCE per open when the\n   * company list has answered — not on every snapshot, or a converter who\n   * changed their mind would have the suggestion put back under them.\n   */\n  const seededFor = useRef<string | null>(null)\n  useEffect(() => {\n    if (!open) {\n      seededFor.current = null\n      return\n    }\n    setOwnerUid(String(lead.ownerUid ?? user?.uid ?? ''))\n    setDealOn(false)\n    setDealTitle(leadLabel)\n    setDealAmount('')\n    setDealCurrency('usd')\n    setDealStageId('')\n    setError(null)\n    setCompanyMode('none')\n    setCompanyId('')\n    setCompanyName('')\n    setCompanyDomain('')\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, leadId])\n  useEffect(() => {\n    if (!open || companiesStatus !== 'success') return\n    if (seededFor.current === leadId) return\n    seededFor.current = leadId\n    // The lead's own company text first (AGL-3233), then the domain.\n    const suggestion = suggestCompanyForLead(email, companies, lead.company)\n    setCompanyMode(suggestion.mode)\n    if (suggestion.mode === 'existing') setCompanyId(suggestion.companyId)\n    if (suggestion.mode === 'new') {\n      setCompanyName(suggestion.name)\n      setCompanyDomain(suggestion.domain)\n    }\n  }, [open, companiesStatus, companies, email, leadId, lead.company])\n\n  const amountCents = dollarsToCents(dealAmount)\n  const amountInvalid = amountCents === undefined\n  const submittable =\n    !busy &&\n    (companyMode !== 'new' || companyName.trim().length > 0) &&\n    (companyMode !== 'existing' || Boolean(companyId)) &&\n    (!dealOn || (dealTitle.trim().length > 0 && !amountInvalid))\n\n  const submit = async () => {\n    if (!submittable) return\n    setBusy(true)\n    setError(null)\n    const body: LeadConvertRequest = {\n      hostId,\n      leadId,\n      ...(ownerUid ? { ownerUid } : {}),\n      ...(companyMode === 'existing' ? { companyId } : {}),\n      ...(companyMode === 'new'\n        ? {\n            createCompany: {\n              name: companyName.trim(),\n              ...(companyDomain.trim() ? { domain: companyDomain.trim() } : {}),\n            },\n          }\n        : {}),\n      ...(dealOn\n        ? {\n            deal: {\n              title: dealTitle.trim(),\n              ...(typeof amountCents === 'number' ? { amountCents } : {}),\n              currency: dealCurrency.trim().toLowerCase() || 'usd',\n              ...(dealStageId ? { stageId: dealStageId } : {}),\n            },\n          }\n        : {}),\n    }\n    try {\n      const response = await authorizedFetch(user, '/api/crm/lead-convert', {\n        method: 'POST',\n        headers: { 'content-type': 'application/json' },\n        body: JSON.stringify(body),\n      })\n      const answer = (await response.json().catch(() => ({}))) as\n        | LeadConvertResponse\n        | { error?: string }\n      if (!response.ok || !('ok' in answer)) {\n        setError(\n          String((answer as { error?: string }).error ?? 'The lead could not be converted.'),\n        )\n        return\n      }\n      enqueueSnackbar(\n        answer.alreadyConverted\n          ? 'This lead was already converted — opening the contact'\n          : 'Lead converted',\n        { variant: 'success', persist: false },\n      )\n      onClose()\n      router.push(crmRoutes(basePath).contact(answer.contactId))\n    } catch (cause) {\n      setError(cause instanceof Error ? cause.message : 'The lead could not be converted.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} maxWidth=\"sm\" fullWidth>\n      <DialogTitle>{`Convert ${leadLabel}`}</DialogTitle>\n      <DialogContent>\n        <Stack spacing={3} sx={{ pt: 1 }}>\n          <Stack spacing={1}>\n            <Typography variant=\"subtitle2\">{'Contact'}</Typography>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {`${email} becomes a contact at the Sales qualified stage — or ` +\n                'joins the one this address already has.'}\n            </Typography>\n            <LeadOwnerSelect value={ownerUid} onChange={setOwnerUid} roster={roster} />\n          </Stack>\n          <Divider />\n          <Stack spacing={1}>\n            <Typography variant=\"subtitle2\">{'Company'}</Typography>\n            <RadioGroup\n              value={companyMode}\n              onChange={(event) => setCompanyMode(event.target.value as CompanyMode)}\n            >\n              <FormControlLabel value=\"none\" control={<Radio size=\"small\" />} label=\"No company\" />\n              <FormControlLabel\n                value=\"existing\"\n                control={<Radio size=\"small\" />}\n                label=\"Link an existing company\"\n                disabled={companies.length === 0}\n              />\n              <FormControlLabel\n                value=\"new\"\n                control={<Radio size=\"small\" />}\n                label=\"Create a company\"\n              />\n            </RadioGroup>\n            {companyMode === 'existing' ? (\n              <FormControl size=\"small\" fullWidth>\n                <InputLabel id={companyLabelId}>{'Company'}</InputLabel>\n                <Select\n                  labelId={companyLabelId}\n                  label=\"Company\"\n                  value={companyId}\n                  onChange={(event) => setCompanyId(String(event.target.value))}\n                >\n                  {companies.map((company) => (\n                    <MenuItem key={company.$id} value={company.$id}>\n                      {String(company.name ?? company.$id)}\n                      {company.domain ? (\n                        <Typography\n                          component=\"span\"\n                          variant=\"caption\"\n                          color=\"text.secondary\"\n                          sx={{ ml: 1 }}\n                        >\n                          {String(company.domain)}\n                        </Typography>\n                      ) : null}\n                    </MenuItem>\n                  ))}\n                </Select>\n              </FormControl>\n            ) : null}\n            {companyMode === 'new' ? (\n              <Stack direction={{ xs: 'column', sm: 'row' }} spacing={1}>\n                <TextField\n                  size=\"small\"\n                  label=\"Company name\"\n                  value={companyName}\n                  onChange={(event) => setCompanyName(event.target.value)}\n                  fullWidth\n                  slotProps={{ htmlInput: { maxLength: 120 } }}\n                />\n                <TextField\n                  size=\"small\"\n                  label=\"Domain\"\n                  value={companyDomain}\n                  onChange={(event) => setCompanyDomain(event.target.value)}\n                  helperText=\"Used to match future contacts to this company\"\n                  fullWidth\n                />\n              </Stack>\n            ) : null}\n          </Stack>\n          <Divider />\n          <Stack spacing={1}>\n            <FormControlLabel\n              control={\n                <Checkbox\n                  checked={dealOn}\n                  onChange={(event) => setDealOn(event.target.checked)}\n                />\n              }\n              label={<Typography variant=\"subtitle2\">{'Open a deal'}</Typography>}\n            />\n            {dealOn ? (\n              <Stack spacing={1}>\n                <TextField\n                  size=\"small\"\n                  label=\"Deal title\"\n                  value={dealTitle}\n                  onChange={(event) => setDealTitle(event.target.value)}\n                  fullWidth\n                  slotProps={{ htmlInput: { maxLength: 200 } }}\n                />\n                <Stack direction={{ xs: 'column', sm: 'row' }} spacing={1}>\n                  <TextField\n                    size=\"small\"\n                    label=\"Amount\"\n                    value={dealAmount}\n                    onChange={(event) => setDealAmount(event.target.value)}\n                    error={amountInvalid}\n                    helperText={amountInvalid ? 'Enter an amount like 1200 or 1,200.50' : ' '}\n                    fullWidth\n                  />\n                  <TextField\n                    size=\"small\"\n                    label=\"Currency\"\n                    value={dealCurrency}\n                    onChange={(event) => setDealCurrency(event.target.value)}\n                    helperText=\" \"\n                    sx={{ width: { sm: 140 } }}\n                    slotProps={{ htmlInput: { maxLength: 3 } }}\n                  />\n                </Stack>\n                <FormControl size=\"small\" fullWidth>\n                  {/* `shrink`, because `displayEmpty` below draws the \"First\n                      stage\" placeholder where an empty value would leave the\n                      field blank — and a label that has not shrunk sits on\n                      top of it. */}\n                  <InputLabel id={stageLabelId} shrink>\n                    {'Stage'}\n                  </InputLabel>\n                  <Select\n                    labelId={stageLabelId}\n                    label=\"Stage\"\n                    notched\n                    value={dealStageId}\n                    onChange={(event) => setDealStageId(String(event.target.value))}\n                    displayEmpty\n                  >\n                    <MenuItem value=\"\">\n                      <em>{stages[0] ? `First stage (${stages[0].name})` : 'First stage'}</em>\n                    </MenuItem>\n                    {stages.map((stage) => (\n                      <MenuItem key={stage.id} value={stage.id}>\n                        {stage.name}\n                      </MenuItem>\n                    ))}\n                  </Select>\n                </FormControl>\n                {!pipeline ? (\n                  <Typography variant=\"caption\" color=\"text.secondary\">\n                    {'This workspace has no pipeline yet — a Sales pipeline ' +\n                      'with the default stages is created with the deal.'}\n                  </Typography>\n                ) : null}\n              </Stack>\n            ) : null}\n          </Stack>\n          {error ? <Alert severity=\"error\">{error}</Alert> : null}\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button variant=\"contained\" onClick={() => void submit()} disabled={!submittable}>\n          {busy ? 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package/src/lib/components/lead-history-card.js

@@ -35,6 +35,9 @@ import { Chip, Stack, Typography } from "@mui/material";
     if (source === 'booking') return 'Booking';
     if (source === 'import') return CONTACT_SOURCE_LABELS.import;
     if (source === 'form') return CONTACT_SOURCE_LABELS.form;
+    // A lead entered by hand or over the REST API (AGL-3231).
+    if (source === 'manual') return 'Added by hand';
+    if (source === 'api') return 'API';
     if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`;
     return source;
 }

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-history-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { CAPTURED_BY_HOST_FIELD, CONTACT_SOURCE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\n// The component path and NOT the marketing barrel, for the reason the Inbox\n// and the contacts list give: the barrel is the tenant loader's entry point\n// for the plugin's SITE half, and a console card named there ships to every\n// published page.\nimport {\n  CrmRecordAttributionZone,\n  useHasCrmRecordAttribution,\n} from './crm-attribution-zone'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\n\n/**\n * The surfaces `addHostLead` names — `signup`, `booking`, `form:{formId}`,\n * `import` — as they read on screen. A form's id is not a name, so it is\n * shown as the kind with the id beside it rather than as an opaque token.\n * The bare kind `form` is the lifecycle backfill's spelling for a person\n * whose timeline kept no form id (AGL-2631), and reads as the kind, the\n * way the contact's own source chip does.\n */\nexport function leadSourceLabel(source: string): string {\n  if (source === 'signup') return 'Sign-up'\n  if (source === 'booking') return 'Booking'\n  if (source === 'import') return CONTACT_SOURCE_LABELS.import\n  if (source === 'form') return CONTACT_SOURCE_LABELS.form\n  if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`\n  return source\n}\n\n/** Every surface that produced a capture — the array, or the older single field. */\nexport function leadSources(lead: Record<string, unknown>): string[] {\n  const sources = lead['sources']\n  if (Array.isArray(sources) && sources.length) {\n    return sources.map((source) => String(source))\n  }\n  return typeof lead['source'] === 'string' && lead['source'] ? [lead['source']] : []\n}\n\n/** Epoch millis or a Firestore timestamp, as a local date-time, or a dash. */\nexport function leadTimeLabel(value: unknown): string {\n  if (typeof value === 'number' && Number.isFinite(value)) {\n    return new Date(value).toLocaleString()\n  }\n  const asDate = (value as { toDate?: () => Date } | null | undefined)?.toDate?.()\n  return asDate ? asDate.toLocaleString() : '—'\n}\n\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\nexport interface LeadHistoryCardProps {\n  hostId: string\n  leadId: string\n  lead: Record<string, unknown>\n}\n\n/**\n * What the capture door recorded about this person (AGL-2608): every\n * surface that produced a capture, how many times, and when the first and\n * the latest happened — the fields `addHostLead` keeps on the one document\n * per person — plus the campaign the first capture is credited to.\n *\n * Read-only by construction. Nothing here is the team's to edit: it is what\n * the visitor did, and the CRM's working state lives on the card above it.\n */\nexport function LeadHistoryCard(props: LeadHistoryCardProps) {\n  const { hostId, leadId, lead } = props\n  // The caption introduces what another plugin draws; with none loaded it\n  // would introduce nothing.\n  const hasAttribution = useHasCrmRecordAttribution()\n  const sources = leadSources(lead)\n  const capturedBy = lead[CAPTURED_BY_HOST_FIELD]\n  const count = Number(lead['submissionCount'] ?? 0) || (sources.length ? 1 : 0)\n  return (\n    <CardDisplay\n      header={'Captured history'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={3}>\n        <Stack direction={{ xs: 'column', md: 'row' }} spacing={3}>\n          <Fact label=\"First seen\">\n            {leadTimeLabel(lead['firstSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Last seen\">\n            {leadTimeLabel(lead['lastSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Captures\">{count ? String(count) : '—'}</Fact>\n          <Fact label=\"Captured on\">\n            {Array.isArray(capturedBy) && capturedBy.length\n              ? capturedBy.map(String).join(', ')\n              : hostId}\n          </Fact>\n        </Stack>\n        <Fact label=\"Sources\">\n          {sources.length ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip key={source} size=\"small\" variant=\"outlined\" label={leadSourceLabel(source)} />\n              ))}\n            </Stack>\n          ) : (\n            '—'\n          )}\n        </Fact>\n        {hasAttribution ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-history-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { CAPTURED_BY_HOST_FIELD, CONTACT_SOURCE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\n// The component path and NOT the marketing barrel, for the reason the Inbox\n// and the contacts list give: the barrel is the tenant loader's entry point\n// for the plugin's SITE half, and a console card named there ships to every\n// published page.\nimport {\n  CrmRecordAttributionZone,\n  useHasCrmRecordAttribution,\n} from './crm-attribution-zone'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\n\n/**\n * The surfaces `addHostLead` names — `signup`, `booking`, `form:{formId}`,\n * `import` — as they read on screen. A form's id is not a name, so it is\n * shown as the kind with the id beside it rather than as an opaque token.\n * The bare kind `form` is the lifecycle backfill's spelling for a person\n * whose timeline kept no form id (AGL-2631), and reads as the kind, the\n * way the contact's own source chip does.\n */\nexport function leadSourceLabel(source: string): string {\n  if (source === 'signup') return 'Sign-up'\n  if (source === 'booking') return 'Booking'\n  if (source === 'import') return CONTACT_SOURCE_LABELS.import\n  if (source === 'form') return CONTACT_SOURCE_LABELS.form\n  // A lead entered by hand or over the REST API (AGL-3231).\n  if (source === 'manual') return 'Added by hand'\n  if (source === 'api') return 'API'\n  if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`\n  return source\n}\n\n/** Every surface that produced a capture — the array, or the older single field. */\nexport function leadSources(lead: Record<string, unknown>): string[] {\n  const sources = lead['sources']\n  if (Array.isArray(sources) && sources.length) {\n    return sources.map((source) => String(source))\n  }\n  return typeof lead['source'] === 'string' && lead['source'] ? [lead['source']] : []\n}\n\n/** Epoch millis or a Firestore timestamp, as a local date-time, or a dash. */\nexport function leadTimeLabel(value: unknown): string {\n  if (typeof value === 'number' && Number.isFinite(value)) {\n    return new Date(value).toLocaleString()\n  }\n  const asDate = (value as { toDate?: () => Date } | null | undefined)?.toDate?.()\n  return asDate ? asDate.toLocaleString() : '—'\n}\n\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\nexport interface LeadHistoryCardProps {\n  hostId: string\n  leadId: string\n  lead: Record<string, unknown>\n}\n\n/**\n * What the capture door recorded about this person (AGL-2608): every\n * surface that produced a capture, how many times, and when the first and\n * the latest happened — the fields `addHostLead` keeps on the one document\n * per person — plus the campaign the first capture is credited to.\n *\n * Read-only by construction. Nothing here is the team's to edit: it is what\n * the visitor did, and the CRM's working state lives on the card above it.\n */\nexport function LeadHistoryCard(props: LeadHistoryCardProps) {\n  const { hostId, leadId, lead } = props\n  // The caption introduces what another plugin draws; with none loaded it\n  // would introduce nothing.\n  const hasAttribution = useHasCrmRecordAttribution()\n  const sources = leadSources(lead)\n  const capturedBy = lead[CAPTURED_BY_HOST_FIELD]\n  const count = Number(lead['submissionCount'] ?? 0) || (sources.length ? 1 : 0)\n  return (\n    <CardDisplay\n      header={'Captured history'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={3}>\n        <Stack direction={{ xs: 'column', md: 'row' }} spacing={3}>\n          <Fact label=\"First seen\">\n            {leadTimeLabel(lead['firstSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Last seen\">\n            {leadTimeLabel(lead['lastSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Captures\">{count ? String(count) : '—'}</Fact>\n          <Fact label=\"Captured on\">\n            {Array.isArray(capturedBy) && capturedBy.length\n              ? capturedBy.map(String).join(', ')\n              : hostId}\n          </Fact>\n        </Stack>\n        <Fact label=\"Sources\">\n          {sources.length ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip key={source} size=\"small\" variant=\"outlined\" label={leadSourceLabel(source)} />\n              ))}\n            </Stack>\n          ) : (\n            '—'\n          )}\n        </Fact>\n        {hasAttribution ? (\n          <Stack spacing={1}>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Where this lead came from'}\n            </Typography>\n            <CrmRecordAttributionZone\n              hostId={hostId}\n              recordKind=\"lead\"\n              recordId={leadId}\n            />\n          </Stack>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadHistoryCard.displayName = 'LeadHistoryCard'\n\nexport default LeadHistoryCard\n"],"names":["CAPTURED_BY_HOST_FIELD","CONTACT_SOURCE_LABELS","pluginDocsHelp","CrmRecordAttributionZone","useHasCrmRecordAttribution","CardDisplay","Chip","Stack","Typography","leadSourceLabel","source","import","form","startsWith","slice","length","leadSources","lead","sources","Array","isArray","map","String","leadTimeLabel","value","Number","isFinite","Date","toLocaleString","asDate","toDate","Fact","props","spacing","variant","color","label","component","children","LeadHistoryCard","hostId","leadId","hasAttribution","capturedBy","count","header","help","anchor","contentGutterX","contentGutterY","direction","xs","md","join","sx","flexWrap","rowGap","size","recordKind","recordId","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,sBAAsB,EAAEC,qBAAqB,EAAEC,cAAc,QAAQ,eAAc;AAC5F,4EAA4E;AAC5E,4EAA4E;AAC5E,4EAA4E;AAC5E,kBAAkB;AAClB,SACEC,wBAAwB,EACxBC,0BAA0B,QACrB,4BAAwB;AAC/B,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAEvD;;;;;;;CAOC,GACD,OAAO,SAASC,gBAAgBC,MAAc;IAC5C,IAAIA,WAAW,UAAU,OAAO;IAChC,IAAIA,WAAW,WAAW,OAAO;IACjC,IAAIA,WAAW,UAAU,OAAOT,sBAAsBU,MAAM;IAC5D,IAAID,WAAW,QAAQ,OAAOT,sBAAsBW,IAAI;IACxD,0DAA0D;IAC1D,IAAIF,WAAW,UAAU,OAAO;IAChC,IAAIA,WAAW,OAAO,OAAO;IAC7B,IAAIA,OAAOG,UAAU,CAAC,UAAU,OAAO,CAAC,KAAK,EAAEH,OAAOI,KAAK,CAAC,QAAQC,MAAM,GAAG;IAC7E,OAAOL;AACT;AAEA,kFAAkF,GAClF,OAAO,SAASM,YAAYC,IAA6B;IACvD,MAAMC,UAAUD,IAAI,CAAC,UAAU;IAC/B,IAAIE,MAAMC,OAAO,CAACF,YAAYA,QAAQH,MAAM,EAAE;QAC5C,OAAOG,QAAQG,GAAG,CAAC,CAACX,SAAWY,OAAOZ;IACxC;IACA,OAAO,OAAOO,IAAI,CAAC,SAAS,KAAK,YAAYA,IAAI,CAAC,SAAS,GAAG;QAACA,IAAI,CAAC,SAAS;KAAC,GAAG,EAAE;AACrF;AAEA,4EAA4E,GAC5E,OAAO,SAASM,cAAcC,KAAc;QAI3B;IAHf,IAAI,OAAOA,UAAU,YAAYC,OAAOC,QAAQ,CAACF,QAAQ;QACvD,OAAO,IAAIG,KAAKH,OAAOI,cAAc;IACvC;IACA,MAAMC,SAAUL,0BAAD,gBAAA,AAACA,MAAsDM,MAAM,qBAA7D,mBAACN;IAChB,OAAOK,SAASA,OAAOD,cAAc,KAAK;AAC5C;AAEA,SAASG,KAAKC,KAAmD;IAC/D,qBACE,MAACzB;QAAM0B,SAAS;;0BACd,KAACzB;gBAAW0B,SAAQ;gBAAUC,OAAM;0BACjCH,MAAMI,KAAK;;0BAEd,KAAC5B;gBAAW0B,SAAQ;gBAAQG,WAAU;0BACnCL,MAAMM,QAAQ;;;;AAIvB;AAQA;;;;;;;;CAQC,GACD,OAAO,SAASC,gBAAgBP,KAA2B;QAOpCf,uBAWIA,qBAGAA;IApBzB,MAAM,EAAEuB,MAAM,EAAEC,MAAM,EAAExB,IAAI,EAAE,GAAGe;IACjC,wEAAwE;IACxE,2BAA2B;IAC3B,MAAMU,iBAAiBtC;IACvB,MAAMc,UAAUF,YAAYC;IAC5B,MAAM0B,aAAa1B,IAAI,CAACjB,uBAAuB;IAC/C,MAAM4C,QAAQnB,QAAOR,wBAAAA,IAAI,CAAC,kBAAkB,YAAvBA,wBAA2B,MAAOC,CAAAA,QAAQH,MAAM,GAAG,IAAI,CAAA;IAC5E,qBACE,KAACV;QACCwC,QAAQ;QACRC,MAAM5C,eAAe,YAAY;YAAE6C,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC1C;YAAM0B,SAAS;;8BACd,MAAC1B;oBAAM2C,WAAW;wBAAEC,IAAI;wBAAUC,IAAI;oBAAM;oBAAGnB,SAAS;;sCACtD,KAACF;4BAAKK,OAAM;sCACTb,eAAcN,sBAAAA,IAAI,CAAC,gBAAgB,YAArBA,sBAAyBA,IAAI,CAAC,YAAY;;sCAE3D,KAACc;4BAAKK,OAAM;sCACTb,eAAcN,qBAAAA,IAAI,CAAC,eAAe,YAApBA,qBAAwBA,IAAI,CAAC,YAAY;;sCAE1D,KAACc;4BAAKK,OAAM;sCAAYQ,QAAQtB,OAAOsB,SAAS;;sCAChD,KAACb;4BAAKK,OAAM;sCACTjB,MAAMC,OAAO,CAACuB,eAAeA,WAAW5B,MAAM,GAC3C4B,WAAWtB,GAAG,CAACC,QAAQ+B,IAAI,CAAC,QAC5Bb;;;;8BAGR,KAACT;oBAAKK,OAAM;8BACTlB,QAAQH,MAAM,iBACb,KAACR;wBAAM2C,WAAU;wBAAMjB,SAAS;wBAAKqB,IAAI;4BAAEC,UAAU;4BAAQC,QAAQ;wBAAI;kCACtEtC,QAAQG,GAAG,CAAC,CAACX,uBACZ,KAACJ;gCAAkBmD,MAAK;gCAAQvB,SAAQ;gCAAWE,OAAO3B,gBAAgBC;+BAA/DA;yBAIf;;gBAGHgC,+BACC,MAACnC;oBAAM0B,SAAS;;sCACd,KAACzB;4BAAW0B,SAAQ;4BAAUC,OAAM;sCACjC;;sCAEH,KAAChC;4BACCqC,QAAQA;4BACRkB,YAAW;4BACXC,UAAUlB;;;qBAGZ;;;;AAIZ;AACAF,gBAAgBqB,WAAW,GAAG;AAE9B,eAAerB,gBAAe"}

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

@@ -25,12 +25,34 @@ import { Alert, Button, FormControl, InputLabel, MenuItem, Select, Stack, TextFi
 import { deleteField, doc, serverTimestamp, updateDoc } from "firebase/firestore";
 import { useEffect, useId, useState } from "react";
 import { crmRoutes } from "../model/crm-routes.js";
+import { addressDraftFrom, ContactAddressFields } from "./contact-address-fields.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;
+const NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX;
+const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
+/** The stored profile as a draft the fields can edit. */ function profileDraftFrom(lead) {
+    var _lead_company, _lead_jobTitle, _ref, _lead_phone, _lead_website, _lead_leadSource, _lead_tags, _lead_address;
+    return {
+        company: String((_lead_company = lead.company) != null ? _lead_company : ''),
+        jobTitle: String((_lead_jobTitle = lead.jobTitle) != null ? _lead_jobTitle : ''),
+        phone: String((_ref = (_lead_phone = lead.phone) != null ? _lead_phone : lead['phone']) != null ? _ref : ''),
+        website: String((_lead_website = lead.website) != null ? _lead_website : ''),
+        leadSource: String((_lead_leadSource = lead.leadSource) != null ? _lead_leadSource : ''),
+        tags: ((_lead_tags = lead.tags) != null ? _lead_tags : []).join(', '),
+        address: addressDraftFrom((_lead_address = lead.address) != null ? _lead_address : null)
+    };
+}
+/** The patch as the document takes it: a cleared field is deleted, not blanked. */ function profileWrite(patch) {
+    const write = {};
+    for (const [key, value] of Object.entries(patch)){
+        if (value === undefined) continue;
+        write[key] = value === null ? deleteField() : value;
+    }
+    return write;
+}
 /**
  * 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.
@@ -82,6 +104,36 @@ const NOTES_MAX = 4000;
     const statusLabelId = useId();
     const [notesDirty, setNotesDirty] = useState(false);
     const [savingNotes, setSavingNotes] = useState(false);
+    /*
+   * THE LEAD'S OWN PROFILE (AGL-3231) — company, title, phone, website,
+   * address, tags, lead source — edited as one block with one Save, the
+   * way the contact's Properties card saves. Seeded from the document and
+   * guarded on save like the notes: a draft edited over a cached read must
+   * not overwrite a newer profile with an older one.
+   */ const [profile, setProfile] = useState(()=>profileDraftFrom(lead));
+    const [profileDirty, setProfileDirty] = useState(false);
+    const [savingProfile, setSavingProfile] = useState(false);
+    const [profileErrors, setProfileErrors] = useState({});
+    useEffect(()=>{
+        if (!profileDirty) setProfile(profileDraftFrom(lead));
+    // The draft follows the document until it is edited; the fields are
+    // read one by one so a change to any of them reseeds.
+    }, [
+        profileDirty,
+        lead.company,
+        lead.jobTitle,
+        lead.phone,
+        lead.website,
+        lead.leadSource,
+        lead.tags,
+        lead.address
+    ]);
+    const editProfile = (key, value)=>{
+        setProfile((current)=>_extends({}, current, {
+                [key]: value
+            }));
+        setProfileDirty(true);
+    };
     // 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(()=>{
@@ -125,6 +177,34 @@ const NOTES_MAX = 4000;
         }
         setNotesDirty(false);
     };
+    const saveProfile = async ()=>{
+        const { patch, errors } = Aglyn.normalizeCrmLeadProfile({
+            company: profile.company,
+            jobTitle: profile.jobTitle,
+            phone: profile.phone,
+            website: profile.website,
+            leadSource: profile.leadSource,
+            tags: profile.tags,
+            address: profile.address
+        });
+        setProfileErrors(errors);
+        if (Object.keys(errors).length) return;
+        setSavingProfile(true);
+        const verdict = await writeGuardedBySeed({
+            subject: 'lead',
+            fromCache,
+            unreadable: leadStatus === 'error'
+        }, ()=>write(profileWrite(patch), 'Lead saved'));
+        setSavingProfile(false);
+        if (!verdict.ok) {
+            var _verdict_message;
+            enqueueSnackbar((_verdict_message = verdict.message) != null ? _verdict_message : 'The lead could not be saved.', {
+                variant: 'warning'
+            });
+            return;
+        }
+        setProfileDirty(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, {
@@ -349,6 +429,134 @@ const NOTES_MAX = 4000;
                         })) : null
                     ]
                 }) : null,
+                /*#__PURE__*/ _jsxs(Stack, {
+                    spacing: 2,
+                    children: [
+                        /*#__PURE__*/ _jsx(Typography, {
+                            variant: "subtitle2",
+                            children: 'Profile'
+                        }),
+                        /*#__PURE__*/ _jsxs(Stack, {
+                            direction: {
+                                xs: 'column',
+                                md: 'row'
+                            },
+                            spacing: 2,
+                            children: [
+                                /*#__PURE__*/ _jsx(TextField, {
+                                    size: "small",
+                                    label: "Company",
+                                    value: profile.company,
+                                    onChange: (event)=>editProfile('company', event.target.value),
+                                    disabled: converted,
+                                    slotProps: {
+                                        htmlInput: {
+                                            maxLength: TEXT_MAX
+                                        }
+                                    },
+                                    fullWidth: true
+                                }),
+                                /*#__PURE__*/ _jsx(TextField, {
+                                    size: "small",
+                                    label: "Job title",
+                                    value: profile.jobTitle,
+                                    onChange: (event)=>editProfile('jobTitle', event.target.value),
+                                    disabled: converted,
+                                    slotProps: {
+                                        htmlInput: {
+                                            maxLength: TEXT_MAX
+                                        }
+                                    },
+                                    fullWidth: true
+                                })
+                            ]
+                        }),
+                        /*#__PURE__*/ _jsxs(Stack, {
+                            direction: {
+                                xs: 'column',
+                                md: 'row'
+                            },
+                            spacing: 2,
+                            children: [
+                                /*#__PURE__*/ _jsx(TextField, {
+                                    size: "small",
+                                    label: "Phone",
+                                    value: profile.phone,
+                                    onChange: (event)=>editProfile('phone', event.target.value),
+                                    disabled: converted,
+                                    error: Boolean(profileErrors['phone']),
+                                    helperText: profileErrors['phone'] || 'With the country code, like +1 512 555 0107',
+                                    fullWidth: true
+                                }),
+                                /*#__PURE__*/ _jsx(TextField, {
+                                    size: "small",
+                                    label: "Website",
+                                    value: profile.website,
+                                    onChange: (event)=>editProfile('website', event.target.value),
+                                    disabled: converted,
+                                    error: Boolean(profileErrors['website']),
+                                    helperText: profileErrors['website'] || 'Like acme.com',
+                                    fullWidth: true
+                                })
+                            ]
+                        }),
+                        /*#__PURE__*/ _jsxs(Stack, {
+                            direction: {
+                                xs: 'column',
+                                md: 'row'
+                            },
+                            spacing: 2,
+                            children: [
+                                /*#__PURE__*/ _jsx(TextField, {
+                                    size: "small",
+                                    label: "Lead source",
+                                    value: profile.leadSource,
+                                    onChange: (event)=>editProfile('leadSource', event.target.value),
+                                    disabled: converted,
+                                    slotProps: {
+                                        htmlInput: {
+                                            maxLength: TEXT_MAX
+                                        }
+                                    },
+                                    fullWidth: true
+                                }),
+                                /*#__PURE__*/ _jsx(TextField, {
+                                    size: "small",
+                                    label: "Tags",
+                                    value: profile.tags,
+                                    onChange: (event)=>editProfile('tags', event.target.value),
+                                    disabled: converted,
+                                    helperText: "Comma-separated",
+                                    fullWidth: true
+                                })
+                            ]
+                        }),
+                        /*#__PURE__*/ _jsx(Typography, {
+                            variant: "caption",
+                            color: "text.secondary",
+                            children: 'Address'
+                        }),
+                        /*#__PURE__*/ _jsx(ContactAddressFields, {
+                            value: profile.address,
+                            onChange: (next)=>editProfile('address', next),
+                            disabled: converted
+                        }),
+                        converted ? null : /*#__PURE__*/ _jsx(Stack, {
+                            direction: "row",
+                            spacing: 1,
+                            sx: {
+                                justifyContent: 'flex-end'
+                            },
+                            children: /*#__PURE__*/ _jsx(Button, {
+                                size: "small",
+                                variant: "contained",
+                                onClick: ()=>void saveProfile(),
+                                disabled: !profileDirty || savingProfile,
+                                children: 'Save'
+                            })
+                        })
+                    ]
+                }),
                 /*#__PURE__*/ _jsxs(Stack, {
                     spacing: 1,
                     children: [