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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type { AglynOrgBilling, CrmLeadFields, CrmLeadStatus } from '@aglyn/aglyn'\nimport { mdiAccountCancelOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  FormControl,\n  InputLabel,\n  MenuItem,\n  Select,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useId, useState } from 'react'\nimport { crmRoutes } from '../model/crm-routes'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadStatusChip } from './lead-status-chip'\n\nconst NOTES_MAX = 4000\n\n/**\n * Why Convert is refused while an erasure waits on the person — the same\n * sentence shape the overflow's items carry, so the two read as one state.\n */\nexport const CONVERT_PENDING_ERASURE_REASON = 'An erasure is pending for this person'\n\n/** A label over a value — the record page's one row shape. */\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\nexport interface LeadPropertiesCardProps {\n  hostId: string\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  basePath: string\n  roster: OrgMemberOptions\n  onConvert: () => void\n  onUnqualify: () => void\n  /**\n   * Items the page adds to the overflow beside Unqualify — the privacy\n   * erasure (AGL-2623) lives on the page, because it needs the workspace\n   * role and the API, and this card owns the header it must appear in.\n   */\n  extraMenuItems?: RowActionsMenuItem[]\n  /** What the page shows above the facts — the erasure-pending state. */\n  banner?: React.ReactNode\n  /**\n   * An erasure request is waiting on this person (AGL-2623). Convert stays\n   * on the page but is refused with the reason, the way the overflow's items\n   * are: a conversion filed now would reach the capture door only to be\n   * refused there, and the lead itself goes when the request runs.\n   */\n  erasurePending?: boolean\n  /**\n   * The org the shell passed: the booking door reads whether the lead's site\n   * runs Bookings and whether the plan is entitled to it (AGL-2660), and a\n   * logged call reads the activity scope it belongs in (AGL-2661).\n   */\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * What the team knows and decides about a lead: status, owner, notes, and\n * the identity and consent the capture recorded (AGL-2608).\n *\n * Status and owner are single-field client writes — the rules let a site\n * admin, editor or author update `hosts/{hostId}/leads`, and a one-field\n * `update` cannot roll anything else back. Notes are a text field seeded\n * from the document, so that save goes through `writeGuardedBySeed`: a draft\n * edited over a cached read would otherwise overwrite a newer note with an\n * older one plus a sentence.\n *\n * Converted leads are read-only here. Their status is the conversion, and\n * the actions become links to what the conversion made.\n */\nexport function LeadPropertiesCard(props: LeadPropertiesCardProps) {\n  const {\n    hostId,\n    leadId,\n    lead,\n    leadStatus,\n    fromCache,\n    basePath,\n    roster,\n    onConvert,\n    onUnqualify,\n    extraMenuItems = [],\n    banner,\n    erasurePending = false,\n    org,\n  } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const routes = crmRoutes(basePath)\n  const ref = doc(firestore, 'hosts', hostId, 'leads', leadId)\n  const status = Aglyn.crmLeadStatus(lead)\n  const converted = Boolean(lead.convertedContactId)\n  const open = Aglyn.isCrmLeadOpen(lead) && !converted\n  /** What a capture that took a number left on the document (AGL-2661). */\n  const leadPhone = String(lead['phone'] ?? '').trim()\n\n  const [notes, setNotes] = useState(String(lead.notes ?? ''))\n  // The label's id, so the status combobox is named \"Status\" rather than\n  // after the status it shows — see `LeadOwnerSelect`.\n  const statusLabelId = useId()\n  const [notesDirty, setNotesDirty] = useState(false)\n  const [savingNotes, setSavingNotes] = useState(false)\n  // A newer note from the server replaces an UNEDITED draft; an edited one is\n  // the reader's, and the guard on save decides whether it may land.\n  useEffect(() => {\n    if (!notesDirty) setNotes(String(lead.notes ?? ''))\n  }, [lead.notes, notesDirty])\n\n  const write = async (fields: Record<string, unknown>, done: string) => {\n    try {\n      await updateDoc(ref, { ...fields, updatedAt: serverTimestamp() })\n      enqueueSnackbar(done, { variant: 'success', persist: false })\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n    }\n  }\n\n  const saveNotes = async () => {\n    setSavingNotes(true)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      () => write({ notes: notes.trim().slice(0, NOTES_MAX) }, 'Notes saved'),\n    )\n    setSavingNotes(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The notes could not be saved.', {\n        variant: 'warning',\n      })\n      return\n    }\n    setNotesDirty(false)\n  }\n\n  const consent = Aglyn.readMarketingBasis(lead, Aglyn.soloConsentGroup(hostId))\n  const consentLine =\n    consent.basis === 'granted'\n      ? `Opted in to marketing${\n          consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''\n        }`\n      : consent.basis === 'declined'\n        ? 'Declined marketing'\n        : 'No marketing consent recorded — this lead cannot be emailed marketing'\n\n  return (\n    <CrmRecordHeader\n      kind=\"Lead\"\n      title={String(lead['name'] || lead['email'] || leadId)}\n      // The name is the heading; the address is the one line under it,\n      // unless the address IS the name, in which case there is no second fact.\n      subtitle={lead['name'] ? String(lead['email'] ?? '') : undefined}\n      help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#working-a-lead-from-the-row' })}\n      backHref={routes.section('leads')}\n      backLabel=\"Back to leads\"\n      // The booking door (AGL-2660), while the lead is still the record\n      // being worked: once converted, the contact is where a meeting is\n      // booked from, and the links below lead there.\n      booking={converted ? undefined : { hostId, org, kind: 'lead', recordId: leadId }}\n      actions={\n        <>\n          {converted ? null : erasurePending ? (\n            <Tooltip title={CONVERT_PENDING_ERASURE_REASON}>\n              {/* A disabled button receives no pointer events, so the\n                  tooltip anchors on the span around it. */}\n              <span>\n                <Button size=\"small\" variant=\"contained\" disabled>\n                  {'Convert'}\n                </Button>\n              </span>\n            </Tooltip>\n          ) : (\n            <Button size=\"small\" variant=\"contained\" onClick={onConvert}>\n              {'Convert'}\n            </Button>\n          )}\n          {/* Dial the number the capture carried, and log the call (AGL-2661). */}\n          <CrmCallButton\n            hostId={hostId}\n            org={org}\n            link={{ leadId }}\n            phone={leadPhone}\n          />\n          <CrmSendEmailButton\n            hostId={hostId}\n            leadId={leadId}\n            email={String(lead['email'] ?? '')}\n            name={String(lead['name'] ?? '')}\n          />\n        </>\n      }\n      menuItems={[\n        ...(open\n          ? [\n              {\n                key: 'unqualify',\n                label: 'Unqualify',\n                icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n                destructive: true,\n                onClick: onUnqualify,\n              } satisfies RowActionsMenuItem,\n            ]\n          : []),\n        ...extraMenuItems,\n      ]}\n      chips={\n        <>\n          <LeadStatusChip lead={lead} />\n          <CrmRecordChip\n            label=\"Owner\"\n            value={lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined}\n          />\n        </>\n      }\n    >\n      <Stack spacing={3}>\n        {banner}\n        {/*\n          Only when the capture carried one (AGL-2661): the sign-up and\n          booking doors write no phone, so a row for every lead would be a\n          permanent blank. A form that captures one fills this.\n        */}\n        {leadPhone ? (\n          <Fact label=\"Phone\">\n            <CrmPhoneLink phone={leadPhone} />\n          </Fact>\n        ) : null}\n        <Fact label=\"Marketing consent\">{consentLine}</Fact>\n        <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n          {converted ? (\n            <Fact label=\"Status\">\n              <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                <LeadStatusChip lead={lead} />\n                <Typography variant=\"body2\" color=\"text.secondary\">\n                  {lead.convertedAtMs\n                    ? `Converted ${new Date(lead.convertedAtMs).toLocaleString()}`\n                    : 'Converted'}\n                </Typography>\n              </Stack>\n            </Fact>\n          ) : (\n            <FormControl size=\"small\" sx={{ minWidth: 200 }}>\n              <InputLabel id={statusLabelId}>{'Status'}</InputLabel>\n              <Select\n                labelId={statusLabelId}\n                label=\"Status\"\n                value={status === 'unqualified' ? 'unqualified' : status}\n                onChange={(event) => {\n                  const next = String(event.target.value) as CrmLeadStatus\n                  if (next === 'unqualified') {\n                    onUnqualify()\n                    return\n                  }\n                  // Reopening drops the reason with the closed state: a lead\n                  // being worked again is not \"unqualified because …\".\n                  void write(\n                    {\n                      status: next,\n                      ...(status === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n                    },\n                    'Status updated',\n                  )\n                }}\n              >\n                <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n                <MenuItem value=\"working\">{Aglyn.CRM_LEAD_STATUS_LABELS.working}</MenuItem>\n                <MenuItem value=\"unqualified\">\n                  {`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}\n                </MenuItem>\n              </Select>\n            </FormControl>\n          )}\n          <LeadOwnerSelect\n            value={lead.ownerUid}\n            roster={roster}\n            fullWidth={false}\n            onChange={(uid) =>\n              void write({ ownerUid: uid || deleteField() }, uid ? 'Owner assigned' : 'Owner cleared')\n            }\n          />\n        </Stack>\n        {status === 'unqualified' && lead.unqualifiedReason ? (\n          <Alert severity=\"info\">{`Unqualified: ${lead.unqualifiedReason}`}</Alert>\n        ) : null}\n        {converted ? (\n          <Stack direction=\"row\" spacing={1} sx={{ flexWrap: 'wrap', rowGap: 1 }}>\n            <Button\n              component={AppLink as any}\n              {...({ componentVariant: 'naked', nativeButton: false } as any)}\n              href={routes.contact(String(lead.convertedContactId))}\n              size=\"small\"\n              variant=\"outlined\"\n            >\n              {'Open contact'}\n            </Button>\n            {lead.companyId ? (\n              <Button\n                component={AppLink as any}\n                {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                href={routes.company(lead.companyId)}\n                size=\"small\"\n                variant=\"outlined\"\n              >\n                {'Open company'}\n              </Button>\n            ) : null}\n            {lead.dealId ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type {\n  AglynOrgBilling,\n  CrmLeadFields,\n  CrmLeadProfilePatch,\n  CrmLeadStatus,\n} from '@aglyn/aglyn'\nimport { mdiAccountCancelOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  FormControl,\n  InputLabel,\n  MenuItem,\n  Select,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useId, useState } from 'react'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  addressDraftFrom,\n  ContactAddressFields,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadStatusChip } from './lead-status-chip'\n\nconst NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX\nconst TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX\n\n/** The profile as the form holds it: every field a string, the address a draft. */\ninterface ProfileDraft {\n  company: string\n  jobTitle: string\n  phone: string\n  website: string\n  leadSource: string\n  tags: string\n  address: AddressDraft\n}\n\n/** The stored profile as a draft the fields can edit. */\nfunction profileDraftFrom(lead: Record<string, unknown> & CrmLeadFields): ProfileDraft {\n  return {\n    company: String(lead.company ?? ''),\n    jobTitle: String(lead.jobTitle ?? ''),\n    phone: String(lead.phone ?? lead['phone'] ?? ''),\n    website: String(lead.website ?? ''),\n    leadSource: String(lead.leadSource ?? ''),\n    tags: (lead.tags ?? []).join(', '),\n    address: addressDraftFrom(lead.address ?? null),\n  }\n}\n\n/** The patch as the document takes it: a cleared field is deleted, not blanked. */\nfunction profileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n  const write: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(patch)) {\n    if (value === undefined) continue\n    write[key] = value === null ? deleteField() : value\n  }\n  return write\n}\n\n/**\n * Why Convert is refused while an erasure waits on the person — the same\n * sentence shape the overflow's items carry, so the two read as one state.\n */\nexport const CONVERT_PENDING_ERASURE_REASON = 'An erasure is pending for this person'\n\n/** A label over a value — the record page's one row shape. */\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\nexport interface LeadPropertiesCardProps {\n  hostId: string\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  basePath: string\n  roster: OrgMemberOptions\n  onConvert: () => void\n  onUnqualify: () => void\n  /**\n   * Items the page adds to the overflow beside Unqualify — the privacy\n   * erasure (AGL-2623) lives on the page, because it needs the workspace\n   * role and the API, and this card owns the header it must appear in.\n   */\n  extraMenuItems?: RowActionsMenuItem[]\n  /** What the page shows above the facts — the erasure-pending state. */\n  banner?: React.ReactNode\n  /**\n   * An erasure request is waiting on this person (AGL-2623). Convert stays\n   * on the page but is refused with the reason, the way the overflow's items\n   * are: a conversion filed now would reach the capture door only to be\n   * refused there, and the lead itself goes when the request runs.\n   */\n  erasurePending?: boolean\n  /**\n   * The org the shell passed: the booking door reads whether the lead's site\n   * runs Bookings and whether the plan is entitled to it (AGL-2660), and a\n   * logged call reads the activity scope it belongs in (AGL-2661).\n   */\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * What the team knows and decides about a lead: status, owner, notes, and\n * the identity and consent the capture recorded (AGL-2608).\n *\n * Status and owner are single-field client writes — the rules let a site\n * admin, editor or author update `hosts/{hostId}/leads`, and a one-field\n * `update` cannot roll anything else back. Notes are a text field seeded\n * from the document, so that save goes through `writeGuardedBySeed`: a draft\n * edited over a cached read would otherwise overwrite a newer note with an\n * older one plus a sentence.\n *\n * Converted leads are read-only here. Their status is the conversion, and\n * the actions become links to what the conversion made.\n */\nexport function LeadPropertiesCard(props: LeadPropertiesCardProps) {\n  const {\n    hostId,\n    leadId,\n    lead,\n    leadStatus,\n    fromCache,\n    basePath,\n    roster,\n    onConvert,\n    onUnqualify,\n    extraMenuItems = [],\n    banner,\n    erasurePending = false,\n    org,\n  } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const routes = crmRoutes(basePath)\n  const ref = doc(firestore, 'hosts', hostId, 'leads', leadId)\n  const status = Aglyn.crmLeadStatus(lead)\n  const converted = Boolean(lead.convertedContactId)\n  const open = Aglyn.isCrmLeadOpen(lead) && !converted\n  /** What a capture that took a number left on the document (AGL-2661). */\n  const leadPhone = String(lead['phone'] ?? '').trim()\n\n  const [notes, setNotes] = useState(String(lead.notes ?? ''))\n  // The label's id, so the status combobox is named \"Status\" rather than\n  // after the status it shows — see `LeadOwnerSelect`.\n  const statusLabelId = useId()\n  const [notesDirty, setNotesDirty] = useState(false)\n  const [savingNotes, setSavingNotes] = useState(false)\n  /*\n   * THE LEAD'S OWN PROFILE (AGL-3231) — company, title, phone, website,\n   * address, tags, lead source — edited as one block with one Save, the\n   * way the contact's Properties card saves. Seeded from the document and\n   * guarded on save like the notes: a draft edited over a cached read must\n   * not overwrite a newer profile with an older one.\n   */\n  const [profile, setProfile] = useState<ProfileDraft>(() => profileDraftFrom(lead))\n  const [profileDirty, setProfileDirty] = useState(false)\n  const [savingProfile, setSavingProfile] = useState(false)\n  const [profileErrors, setProfileErrors] = useState<Record<string, string>>({})\n  useEffect(() => {\n    if (!profileDirty) setProfile(profileDraftFrom(lead))\n    // The draft follows the document until it is edited; the fields are\n    // read one by one so a change to any of them reseeds.\n  }, [\n    profileDirty,\n    lead.company,\n    lead.jobTitle,\n    lead.phone,\n    lead.website,\n    lead.leadSource,\n    lead.tags,\n    lead.address,\n  ])\n  const editProfile = <K extends keyof ProfileDraft>(key: K, value: ProfileDraft[K]) => {\n    setProfile((current) => ({ ...current, [key]: value }))\n    setProfileDirty(true)\n  }\n  // A newer note from the server replaces an UNEDITED draft; an edited one is\n  // the reader's, and the guard on save decides whether it may land.\n  useEffect(() => {\n    if (!notesDirty) setNotes(String(lead.notes ?? ''))\n  }, [lead.notes, notesDirty])\n\n  const write = async (fields: Record<string, unknown>, done: string) => {\n    try {\n      await updateDoc(ref, { ...fields, updatedAt: serverTimestamp() })\n      enqueueSnackbar(done, { variant: 'success', persist: false })\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n    }\n  }\n\n  const saveNotes = async () => {\n    setSavingNotes(true)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      () => write({ notes: notes.trim().slice(0, NOTES_MAX) }, 'Notes saved'),\n    )\n    setSavingNotes(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The notes could not be saved.', {\n        variant: 'warning',\n      })\n      return\n    }\n    setNotesDirty(false)\n  }\n\n  const saveProfile = async () => {\n    const { patch, errors } = Aglyn.normalizeCrmLeadProfile({\n      company: profile.company,\n      jobTitle: profile.jobTitle,\n      phone: profile.phone,\n      website: profile.website,\n      leadSource: profile.leadSource,\n      tags: profile.tags,\n      address: profile.address,\n    })\n    setProfileErrors(errors)\n    if (Object.keys(errors).length) return\n    setSavingProfile(true)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      () => write(profileWrite(patch), 'Lead saved'),\n    )\n    setSavingProfile(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The lead could not be saved.', {\n        variant: 'warning',\n      })\n      return\n    }\n    setProfileDirty(false)\n  }\n\n  const consent = Aglyn.readMarketingBasis(lead, Aglyn.soloConsentGroup(hostId))\n  const consentLine =\n    consent.basis === 'granted'\n      ? `Opted in to marketing${\n          consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''\n        }`\n      : consent.basis === 'declined'\n        ? 'Declined marketing'\n        : 'No marketing consent recorded — this lead cannot be emailed marketing'\n\n  return (\n    <CrmRecordHeader\n      kind=\"Lead\"\n      title={String(lead['name'] || lead['email'] || leadId)}\n      // The name is the heading; the address is the one line under it,\n      // unless the address IS the name, in which case there is no second fact.\n      subtitle={lead['name'] ? String(lead['email'] ?? '') : undefined}\n      help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#working-a-lead-from-the-row' })}\n      backHref={routes.section('leads')}\n      backLabel=\"Back to leads\"\n      // The booking door (AGL-2660), while the lead is still the record\n      // being worked: once converted, the contact is where a meeting is\n      // booked from, and the links below lead there.\n      booking={converted ? undefined : { hostId, org, kind: 'lead', recordId: leadId }}\n      actions={\n        <>\n          {converted ? null : erasurePending ? (\n            <Tooltip title={CONVERT_PENDING_ERASURE_REASON}>\n              {/* A disabled button receives no pointer events, so the\n                  tooltip anchors on the span around it. */}\n              <span>\n                <Button size=\"small\" variant=\"contained\" disabled>\n                  {'Convert'}\n                </Button>\n              </span>\n            </Tooltip>\n          ) : (\n            <Button size=\"small\" variant=\"contained\" onClick={onConvert}>\n              {'Convert'}\n            </Button>\n          )}\n          {/* Dial the number the capture carried, and log the call (AGL-2661). */}\n          <CrmCallButton\n            hostId={hostId}\n            org={org}\n            link={{ leadId }}\n            phone={leadPhone}\n          />\n          <CrmSendEmailButton\n            hostId={hostId}\n            leadId={leadId}\n            email={String(lead['email'] ?? '')}\n            name={String(lead['name'] ?? '')}\n          />\n        </>\n      }\n      menuItems={[\n        ...(open\n          ? [\n              {\n                key: 'unqualify',\n                label: 'Unqualify',\n                icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n                destructive: true,\n                onClick: onUnqualify,\n              } satisfies RowActionsMenuItem,\n            ]\n          : []),\n        ...extraMenuItems,\n      ]}\n      chips={\n        <>\n          <LeadStatusChip lead={lead} />\n          <CrmRecordChip\n            label=\"Owner\"\n            value={lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined}\n          />\n        </>\n      }\n    >\n      <Stack spacing={3}>\n        {banner}\n        {/*\n          Only when the capture carried one (AGL-2661): the sign-up and\n          booking doors write no phone, so a row for every lead would be a\n          permanent blank. A form that captures one fills this.\n        */}\n        {leadPhone ? (\n          <Fact label=\"Phone\">\n            <CrmPhoneLink phone={leadPhone} />\n          </Fact>\n        ) : null}\n        <Fact label=\"Marketing consent\">{consentLine}</Fact>\n        <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n          {converted ? (\n            <Fact label=\"Status\">\n              <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                <LeadStatusChip lead={lead} />\n                <Typography variant=\"body2\" color=\"text.secondary\">\n                  {lead.convertedAtMs\n                    ? `Converted ${new Date(lead.convertedAtMs).toLocaleString()}`\n                    : 'Converted'}\n                </Typography>\n              </Stack>\n            </Fact>\n          ) : (\n            <FormControl size=\"small\" sx={{ minWidth: 200 }}>\n              <InputLabel id={statusLabelId}>{'Status'}</InputLabel>\n              <Select\n                labelId={statusLabelId}\n                label=\"Status\"\n                value={status === 'unqualified' ? 'unqualified' : status}\n                onChange={(event) => {\n                  const next = String(event.target.value) as CrmLeadStatus\n                  if (next === 'unqualified') {\n                    onUnqualify()\n                    return\n                  }\n                  // Reopening drops the reason with the closed state: a lead\n                  // being worked again is not \"unqualified because …\".\n                  void write(\n                    {\n                      status: next,\n                      ...(status === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n                    },\n                    'Status updated',\n                  )\n                }}\n              >\n                <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n                <MenuItem value=\"working\">{Aglyn.CRM_LEAD_STATUS_LABELS.working}</MenuItem>\n                <MenuItem value=\"unqualified\">\n                  {`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}\n                </MenuItem>\n              </Select>\n            </FormControl>\n          )}\n          <LeadOwnerSelect\n            value={lead.ownerUid}\n            roster={roster}\n            fullWidth={false}\n            onChange={(uid) =>\n              void write({ ownerUid: uid || deleteField() }, uid ? 'Owner assigned' : 'Owner cleared')\n            }\n          />\n        </Stack>\n        {status === 'unqualified' && lead.unqualifiedReason ? (\n          <Alert severity=\"info\">{`Unqualified: ${lead.unqualifiedReason}`}</Alert>\n        ) : null}\n        {converted ? (\n          <Stack direction=\"row\" spacing={1} sx={{ flexWrap: 'wrap', rowGap: 1 }}>\n            <Button\n              component={AppLink as any}\n              {...({ componentVariant: 'naked', nativeButton: false } as any)}\n              href={routes.contact(String(lead.convertedContactId))}\n              size=\"small\"\n              variant=\"outlined\"\n            >\n              {'Open contact'}\n            </Button>\n            {lead.companyId ? (\n              <Button\n                component={AppLink as any}\n                {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                href={routes.company(lead.companyId)}\n                size=\"small\"\n                variant=\"outlined\"\n              >\n                {'Open company'}\n              </Button>\n            ) : null}\n            {lead.dealId ? (\n              <Button\n                component={AppLink as any}\n                {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                href={routes.deal(lead.dealId)}\n                size=\"small\"\n                variant=\"outlined\"\n              >\n                {'Open deal'}\n              </Button>\n            ) : null}\n          </Stack>\n        ) : null}\n        {/*\n          The profile (AGL-3231): what Salesforce keeps on a lead and hands\n          to the contact and the account on convert. Read-only once\n          converted — the contact is the record then, and the links above\n          lead there.\n        */}\n        <Stack spacing={2}>\n          <Typography variant=\"subtitle2\">{'Profile'}</Typography>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"Company\"\n              value={profile.company}\n              onChange={(event) => editProfile('company', event.target.value)}\n              disabled={converted}\n              slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Job title\"\n              value={profile.jobTitle}\n              onChange={(event) => editProfile('jobTitle', event.target.value)}\n              disabled={converted}\n              slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n              fullWidth\n            />\n          </Stack>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"Phone\"\n              value={profile.phone}\n              onChange={(event) => editProfile('phone', event.target.value)}\n              disabled={converted}\n              error={Boolean(profileErrors['phone'])}\n              helperText={profileErrors['phone'] || 'With the country code, like +1 512 555 0107'}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Website\"\n              value={profile.website}\n              onChange={(event) => editProfile('website', event.target.value)}\n              disabled={converted}\n              error={Boolean(profileErrors['website'])}\n              helperText={profileErrors['website'] || 'Like acme.com'}\n              fullWidth\n            />\n          </Stack>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"Lead source\"\n              value={profile.leadSource}\n              onChange={(event) => editProfile('leadSource', event.target.value)}\n              disabled={converted}\n              slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Tags\"\n              value={profile.tags}\n              onChange={(event) => editProfile('tags', event.target.value)}\n              disabled={converted}\n              helperText=\"Comma-separated\"\n              fullWidth\n            />\n          </Stack>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Address'}\n          </Typography>\n          <ContactAddressFields\n            value={profile.address}\n            onChange={(next) => editProfile('address', next)}\n            disabled={converted}\n          />\n          {converted ? null : (\n            <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                onClick={() => void saveProfile()}\n                disabled={!profileDirty || savingProfile}\n              >\n                {'Save'}\n              </Button>\n            </Stack>\n          )}\n        </Stack>\n        <Stack spacing={1}>\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={notes}\n            onChange={(event) => {\n              setNotes(event.target.value)\n              setNotesDirty(true)\n            }}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: NOTES_MAX } }}\n          />\n          <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n            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package/src/lib/components/lead-surfaces-note.d.ts

@@ -20,9 +20,13 @@ 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.";
+export declare const LEAD_SURFACES_INTRO = "Leads are created by bookings, forms with lead routing on, imports and New lead";
+/**
+ * The rule that keeps one person one record (AGL-3232): a lead is the
+ * whole record until it converts, and a person the workspace already holds
+ * as a contact is not filed as a lead again.
+ */
+export declare const LEAD_SURFACES_CONTACTS_TOO = "A lead is its own record until it converts into a contact. Someone who is already a contact is not filed as a lead again \u2014 their submission lands on the contact.";
 /** 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. */

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

@@ -23,8 +23,12 @@ 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 always-on surfaces, named once wherever the note is drawn. */ export const LEAD_SURFACES_INTRO = 'Leads are created by bookings, forms with lead routing on, imports and New lead';
+/**
+ * The rule that keeps one person one record (AGL-3232): a lead is the
+ * whole record until it converts, and a person the workspace already holds
+ * as a contact is not filed as a lead again.
+ */ export const LEAD_SURFACES_CONTACTS_TOO = 'A lead is its own record until it converts into a contact. Someone who is already a contact is not filed as a lead again — their submission lands on the contact.';
 /**
  * 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

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

@@ -1 +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 ? 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+{"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 bookings, forms with lead routing on, imports and New lead'\n/**\n * The rule that keeps one person one record (AGL-3232): a lead is the\n * whole record until it converts, and a person the workspace already holds\n * as a contact is not filed as a lead again.\n */\nexport const LEAD_SURFACES_CONTACTS_TOO =\n  'A lead is its own record until it converts into a contact. Someone who is already a contact is not filed as a lead again — their submission lands on the contact.'\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/leads-section.js

@@ -45,6 +45,8 @@ import { leadsCsv } from "../model/leads-csv.js";
 import { LeadConvertDialog } from "./lead-convert-dialog.js";
 import { leadSourceLabel, leadSources, leadTimeLabel } from "./lead-history-card.js";
 import { LeadImportButton } from "./lead-import-drawer.js";
+import NewLeadDrawer from "./new-lead-drawer.js";
+import { useCrmApi } from "./use-crm-api.js";
 import { LeadOwnerSelect } from "./lead-owner-select.js";
 import { CONVERT_PENDING_ERASURE_REASON } from "./lead-properties-card.js";
 import { LeadStatusChip } from "./lead-status-chip.js";
@@ -96,7 +98,7 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
     const firestore = useFirestore();
     const router = useRouter();
     const { enqueueSnackbar } = useSnackbar();
-    const { orgId } = useCrmScope({
+    const { orgId, createHostId } = useCrmScope({
         hostId,
         org
     });
@@ -214,6 +216,68 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
     // The row whose conversion dialog is open (AGL-2641) — the same dialog
     // the lead's page opens, fed the row so the list is one click shorter.
     const [converting, setConverting] = useState(null);
+    /*==========================================
+   * NEW LEAD (AGL-3231) — Salesforce's New Lead, in a drawer over the
+   * list. The route files the lead through the one lead door under the
+   * mounted site, or at the organization level under the site the drawer's
+   * picker named; the drawer holds its submit until one is known. It makes
+   * a lead and nothing else — the conversion is what makes the contact.
+   *=========================================*/ const crmApi = useCrmApi(createHostId);
+    const [createOpen, setCreateOpen] = useState(false);
+    const [createBusy, setCreateBusy] = useState(false);
+    const [createError, setCreateError] = useState(null);
+    const handleCreate = useCallback(async (values)=>{
+        setCreateBusy(true);
+        setCreateError(null);
+        try {
+            const { response, payload } = await crmApi('leads-create', _extends({
+                email: values.email
+            }, values.name ? {
+                name: values.name
+            } : {}, values.company ? {
+                company: values.company
+            } : {}, values.jobTitle ? {
+                jobTitle: values.jobTitle
+            } : {}, values.phone ? {
+                phone: values.phone
+            } : {}, values.website ? {
+                website: values.website
+            } : {}, values.leadSource ? {
+                leadSource: values.leadSource
+            } : {}, values.address ? {
+                address: values.address
+            } : {}, values.tags.length ? {
+                tags: values.tags
+            } : {}, values.ownerUid ? {
+                ownerUid: values.ownerUid
+            } : {}, values.notes ? {
+                notes: values.notes
+            } : {}, {
+                status: values.status
+            }));
+            if (!response.ok) {
+                var _payload_error;
+                // The route's own sentence, shown above the form unchanged.
+                setCreateError(String((_payload_error = payload['error']) != null ? _payload_error : 'The lead could not be added.'));
+                return;
+            }
+            // The activity entry is the route's: it verified the caller and
+            // performed the write.
+            enqueueSnackbar(payload['created'] ? 'Lead added' : 'This site already held a lead for that address — it was updated', {
+                variant: 'success',
+                persist: false
+            });
+            setCreateOpen(false);
+        } catch (error) {
+            console.error(error);
+            setCreateError('The lead could not be added.');
+        } finally{
+            setCreateBusy(false);
+        }
+    }, [
+        crmApi,
+        enqueueSnackbar
+    ]);
     const writeLead = useCallback(async (lead, fields, done)=>{
         try {
             await updateDoc(doc(firestore, 'hosts', lead.hostId, 'leads', lead.leadId), _extends({}, fields, {
@@ -264,6 +328,28 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                     });
                 }
             },
+            // The lead's own profile (AGL-3231): the two facts a work queue is
+            // scanned by, beside the person.
+            {
+                field: 'company',
+                headerName: 'Company',
+                flex: 1,
+                minWidth: 140,
+                valueGetter: (_value, row)=>{
+                    var _row_company;
+                    return String((_row_company = row.company) != null ? _row_company : '');
+                }
+            },
+            {
+                field: 'jobTitle',
+                headerName: 'Title',
+                flex: 0.9,
+                minWidth: 130,
+                valueGetter: (_value, row)=>{
+                    var _row_jobTitle;
+                    return String((_row_jobTitle = row.jobTitle) != null ? _row_jobTitle : '');
+                }
+            },
             {
                 field: 'status',
                 headerName: 'Status',
@@ -312,6 +398,16 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                 minWidth: 140,
                 valueGetter: (_value, row)=>leadSources(row).map(leadSourceLabel).join(', ')
             },
+            {
+                field: 'tags',
+                headerName: 'Tags',
+                flex: 0.9,
+                minWidth: 140,
+                valueGetter: (_value, row)=>{
+                    var _row_tags;
+                    return ((_row_tags = row.tags) != null ? _row_tags : []).join(', ');
+                }
+            },
             {
                 field: 'lastSeenAtMs',
                 headerName: 'Last seen',
@@ -450,6 +546,12 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                             onClick: handleExport,
                             disabled: !rows.length,
                             children: 'Export CSV'
+                        }),
+                        /*#__PURE__*/ _jsx(Button, {
+                            size: "small",
+                            variant: "contained",
+                            onClick: ()=>setCreateOpen(true),
+                            children: 'New lead'
                         })
                     ]
                 }),
@@ -463,7 +565,7 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                         }) : /*#__PURE__*/ _jsx(OrgLeadSurfacesNote, {}),
                         status === 'success' && window.length === 0 ? /*#__PURE__*/ _jsx(EmptyStateComponent, {
                             label: 'No leads yet',
-                            description: 'Sign-ups, bookings and form submissions on your site become leads on their own — or bring a list in with Import CSV.'
+                            description: 'Bookings and lead-routed forms on your site become leads on their own — or add one with New lead, or bring a list in with Import CSV.'
                         }) : status === 'success' && rows.length === 0 ? /*#__PURE__*/ _jsx(Typography, {
                             variant: "body2",
                             color: "text.secondary",
@@ -517,6 +619,16 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                     ]
                 })
             }),
+            /*#__PURE__*/ _jsx(NewLeadDrawer, {
+                open: createOpen,
+                onClose: ()=>setCreateOpen(false),
+                hostId: hostId != null ? hostId : null,
+                org: org,
+                busy: createBusy,
+                error: createError,
+                roster: roster,
+                onSubmit: (values)=>void handleCreate(values)
+            }),
             /*#__PURE__*/ _jsx(AssignOwnerDialog, {
                 lead: assigning,
                 roster: roster,