@aglyn/plugins-crm 1.0.0-beta.152 → 1.0.0-beta.154

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (38) hide show
  1. package/package.json +13 -13
  2. package/src/lib/components/lead-convert-dialog.js +4 -2
  3. package/src/lib/components/lead-convert-dialog.js.map +1 -1
  4. package/src/lib/components/lead-history-card.js +3 -0
  5. package/src/lib/components/lead-history-card.js.map +1 -1
  6. package/src/lib/components/lead-properties-card.js +209 -1
  7. package/src/lib/components/lead-properties-card.js.map +1 -1
  8. package/src/lib/components/lead-surfaces-note.d.ts +7 -3
  9. package/src/lib/components/lead-surfaces-note.js +6 -2
  10. package/src/lib/components/lead-surfaces-note.js.map +1 -1
  11. package/src/lib/components/leads-section.js +114 -2
  12. package/src/lib/components/leads-section.js.map +1 -1
  13. package/src/lib/components/new-lead-drawer.d.ts +56 -0
  14. package/src/lib/components/new-lead-drawer.js +327 -0
  15. package/src/lib/components/new-lead-drawer.js.map +1 -0
  16. package/src/lib/components/use-crm-api.d.ts +1 -1
  17. package/src/lib/components/use-crm-api.js.map +1 -1
  18. package/src/lib/model/crm-lead-import.d.ts +19 -3
  19. package/src/lib/model/crm-lead-import.js +159 -6
  20. package/src/lib/model/crm-lead-import.js.map +1 -1
  21. package/src/lib/model/lead-company-suggestion.d.ts +18 -3
  22. package/src/lib/model/lead-company-suggestion.js +41 -11
  23. package/src/lib/model/lead-company-suggestion.js.map +1 -1
  24. package/src/lib/server/capture-contact.d.ts +28 -0
  25. package/src/lib/server/capture-contact.js +139 -0
  26. package/src/lib/server/capture-contact.js.map +1 -1
  27. package/src/lib/server/convert-open-lead.d.ts +32 -0
  28. package/src/lib/server/convert-open-lead.js +91 -0
  29. package/src/lib/server/convert-open-lead.js.map +1 -0
  30. package/src/lib/server/lead-create.d.ts +76 -0
  31. package/src/lib/server/lead-create.js +227 -0
  32. package/src/lib/server/lead-create.js.map +1 -0
  33. package/src/lib/server/leads-import.js +7 -2
  34. package/src/lib/server/leads-import.js.map +1 -1
  35. package/src/lib/server/record-timeline.js +4 -2
  36. package/src/lib/server/record-timeline.js.map +1 -1
  37. package/src/lib/server.js +3 -0
  38. package/src/lib/server.js.map +1 -1
@@ -1 +1 @@
1
- {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/leads-section.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 { ConsolePluginPageProps, CrmLeadFields, CrmLeadStatus } from '@aglyn/aglyn'\nimport {\n mdiAccountArrowRight,\n mdiAccountCancelOutline,\n mdiAccountConvertOutline,\n mdiAccountTieOutline,\n} from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n type OrgMemberOptions,\n useOrgMemberOptions,\n} from '../hooks/use-org-member-options'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport { useOrgLeads } from '../hooks/use-org-leads'\nimport CrmViewsControl from './crm-views-control'\nimport RowActionsMenu from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n useFirestore,\n useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport {\n Alert,\n Box,\n Button,\n Dialog,\n DialogActions,\n DialogContent,\n DialogTitle,\n FormControl,\n InputLabel,\n MenuItem,\n Select,\n Stack,\n Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport {\n collection,\n deleteField,\n doc,\n limit,\n orderBy,\n query,\n serverTimestamp,\n updateDoc,\n} from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useId, useMemo, useState } from 'react'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n LEAD_FILTER_LABELS,\n LEAD_FILTERS,\n type LeadFilter,\n leadMatchesFilter,\n} from '../model/lead-filters'\nimport { type LeadCsvOptions, leadsCsv } from '../model/leads-csv'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport { leadSourceLabel, leadSources, leadTimeLabel } from './lead-history-card'\nimport { LeadImportButton } from './lead-import-drawer'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { CONVERT_PENDING_ERASURE_REASON } from './lead-properties-card'\nimport { LeadStatusChip } from './lead-status-chip'\nimport LeadSurfacesNote from './lead-surfaces-note'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport LeadsBulkBar from './leads-bulk-bar'\nimport OrgLeadSurfacesNote from './org-lead-surfaces-note'\n\n/**\n * How many leads the section reads: the newest by last seen, plus one probe\n * row so \"there are more\" is a fact rather than a guess at the boundary.\n *\n * A CEILING and a client-side filter rather than a paged status query, and\n * the reason is the lead documents themselves. Every lead the capture door\n * writes carries NO `status` — the field exists only once somebody in the\n * CRM has touched the lead — and Firestore cannot select documents by a\n * field's absence: `where('status','in',[…])`, `!=` and `not-in` all skip a\n * document without the field. A server-side \"open leads\" query would\n * therefore hide every lead nobody has worked yet, which is the entire\n * population the section exists to show on the day it ships. So the query\n * is the one order every lead can satisfy (`lastSeenAtMs`, stamped on every\n * capture), and the status filter narrows the loaded window — said out loud\n * beneath the table whenever the window is not the whole collection.\n *\n * The window is then PAGED in memory under the shared footer, the way the\n * workspace pickers page a slice of a window they cannot re-key: the rows\n * are already in the snapshot, so turning a page costs nothing, and the\n * footer's count is exact because it counts the filtered window rather than\n * a collection nobody has measured.\n */\nconst LEADS_WINDOW = 200\n\n/**\n * One row of the list. `$id` keys the grid — the document id under a site,\n * `{hostId}/{leadId}` at the organization level, where a lead's id is a\n * person key the same on every site that met the person — and `leadId`\n * and `hostId` say which document, under which site, a write or a link\n * names.\n */\ntype LeadRow = Record<string, unknown> &\n CrmLeadFields & { $id: string; leadId: string; hostId: string }\n\n/**\n * `/crm/leads` — the people a site has met but not yet qualified (AGL-2608).\n *\n * A section of its own, the way Salesforce keeps Leads apart from Contacts:\n * a lead is a capture — a form, a booking, a sign-up — that somebody has\n * still to work, and it converts into a contact, a company and a deal when\n * it is real. Reads `hosts/{hostId}/leads`, host-scoped by path, so there is\n * no `visibleTo` filter; the Firestore rules admit any member of the site to\n * read it and an admin, editor or author to update it, which is what makes\n * the inline status and owner changes client-direct writes.\n *\n * At the ORGANIZATION level (AGL-2630) there is no one site to read: the\n * section opens the same query under every site the org has (`useOrgLeads`)\n * and lists the merged window with a Site column, every row naming the site\n * its writes and its link go to. The per-site notes — which of a site's\n * forms file a lead — belong to a site's own hub and are not drawn here.\n */\nexport function CrmLeadsSection(props: ConsolePluginPageProps) {\n const { hostId, org, basePath } = props\n const firestore = useFirestore()\n const router = useRouter()\n const { enqueueSnackbar } = useSnackbar()\n const { orgId } = useCrmScope({ hostId, org })\n const mount = useCrmOrgMount()\n const roster = useOrgMemberOptions(orgId)\n const routes = crmRoutes(basePath ?? '')\n\n // Under a site: the site's own window, rows keyed by document id.\n const site = useFirestoreCollection<Record<string, unknown> & CrmLeadFields & { $id: string }>(\n () =>\n hostId\n ? query(\n collection(firestore, 'hosts', hostId, 'leads'),\n orderBy('lastSeenAtMs', 'desc'),\n limit(LEADS_WINDOW + 1),\n )\n : null,\n [firestore, hostId],\n { idField: '$id' },\n )\n // At the organization level: every site's window, merged.\n const orgHostIds = useMemo(\n () => (hostId ? [] : (mount?.hosts ?? []).map((host) => host.id)),\n [hostId, mount?.hosts],\n )\n const orgLeads = useOrgLeads({ hostIds: orgHostIds, windowSize: LEADS_WINDOW })\n const leadDocs = useMemo<LeadRow[]>(\n () =>\n hostId\n ? site.data.map((row) => ({ ...row, leadId: row.$id, hostId }))\n : orgLeads.data,\n [hostId, site.data, orgLeads.data],\n )\n const status = hostId\n ? site.status\n : mount?.hostsReady && !orgHostIds.length\n ? 'success'\n : orgLeads.status\n const truncated = hostId ? leadDocs.length > LEADS_WINDOW : orgLeads.truncated\n const window = useMemo(() => leadDocs.slice(0, LEADS_WINDOW), [leadDocs])\n\n /*\n * The `Show` filter is the saved VIEW'S (AGL-2617): a saved view of leads\n * holds the status beside the columns and the sort, and the select below\n * writes into it. Unset reads as `open`, which is what the section opened\n * on before views existed and the one reading a query cannot express.\n */\n const views = useCrmSavedView({\n section: 'leads',\n hostId,\n org: props.org,\n basePath: basePath ?? '',\n })\n const filter: LeadFilter = useMemo(() => {\n const value = views.state.filters.find((clause) => clause.field === 'status')?.value\n return (LEAD_FILTERS as readonly string[]).includes(value ?? '')\n ? (value as LeadFilter)\n : 'open'\n }, [views.state.filters])\n const setFilter = useCallback(\n (next: LeadFilter) =>\n views.setFilters(\n next === 'open' ? [] : [{ field: 'status', op: 'equals', value: next }],\n ),\n [views.setFilters],\n )\n // The label's id, so the filter's combobox is named \"Show\" rather than\n // after the option it shows — see `LeadOwnerSelect`.\n const filterLabelId = useId()\n const rows = useMemo(\n () => window.filter((lead) => leadMatchesFilter(lead, filter)),\n [window, filter],\n )\n const [page, setPage] = useState(0)\n const [pageSize, setPageSize] = useState(TABLE_PAGE_SIZE_DEFAULT)\n // A new filter starts on page one: page three of the open leads is not a\n // page of the unqualified ones, and an out-of-range page renders empty.\n useEffect(() => {\n setPage(0)\n }, [filter])\n const pageRows = useMemo(\n () => rows.slice(page * pageSize, (page + 1) * pageSize),\n [rows, page, pageSize],\n )\n\n /*\n * The ticked rows, for the bulk bar (AGL-2662). Cleared when the filter\n * changes: a selection made on the open leads is not a selection of the\n * unqualified ones, and the bar's count would be over rows no longer\n * listed.\n */\n const [selectedIds, setSelectedIds] = useState<string[]>([])\n useEffect(() => setSelectedIds([]), [filter])\n // How the file names the owner and, at the org level, the site.\n const csvOptions: LeadCsvOptions = useMemo(\n () => ({\n ownerEmail: roster.emailFor,\n ...(hostId ? {} : { siteName: (id: string) => mount?.siteName(id) }),\n }),\n [roster.emailFor, hostId, mount],\n )\n // The listed window — every row the filter admits, not just the page.\n const handleExport = useCallback(() => {\n downloadTextFile('leads.csv', 'text/csv', leadsCsv(rows, csvOptions))\n }, [rows, csvOptions])\n\n const [assigning, setAssigning] = useState<LeadRow | null>(null)\n const [unqualifying, setUnqualifying] = useState<LeadRow | null>(null)\n // The row whose conversion dialog is open (AGL-2641) — the same dialog\n // the lead's page opens, fed the row so the list is one click shorter.\n const [converting, setConverting] = useState<LeadRow | null>(null)\n\n const writeLead = useCallback(\n async (lead: LeadRow, fields: Record<string, unknown>, done: string) => {\n try {\n await updateDoc(doc(firestore, 'hosts', lead.hostId, 'leads', lead.leadId), {\n ...fields,\n updatedAt: serverTimestamp(),\n })\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 [firestore, enqueueSnackbar],\n )\n\n const columns = useMemo<GridColDef[]>(\n () => [\n {\n field: 'name',\n headerName: 'Lead',\n flex: 1.4,\n minWidth: 160,\n valueGetter: (_value, row: LeadRow) => String(row['name'] || row['email'] || ''),\n renderCell: ({ row }: { row: LeadRow }) => (\n <Stack spacing={0} sx={{ minWidth: 0, justifyContent: 'center', height: '100%' }}>\n <Typography variant=\"body2\" noWrap>\n {String(row['name'] || row['email'] || row.$id)}\n </Typography>\n {row['name'] ? (\n <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n {String(row['email'] ?? '')}\n </Typography>\n ) : null}\n </Stack>\n ),\n },\n {\n field: 'status',\n headerName: 'Status',\n flex: 0.9,\n minWidth: 150,\n valueGetter: (_value, row: LeadRow) => Aglyn.crmLeadStatus(row),\n renderCell: ({ row }: { row: LeadRow }) => (\n <InlineStatus\n lead={row}\n onChange={(next) => {\n if (next === 'unqualified') {\n setUnqualifying(row)\n return\n }\n void writeLead(\n row,\n {\n status: next,\n ...(Aglyn.crmLeadStatus(row) === 'unqualified'\n ? { unqualifiedReason: deleteField() }\n : {}),\n },\n 'Status updated',\n )\n }}\n />\n ),\n },\n {\n field: 'ownerUid',\n headerName: 'Owner',\n flex: 1,\n minWidth: 140,\n valueGetter: (_value, row: LeadRow) =>\n row.ownerUid ? roster.labelFor(row.ownerUid) : 'Unassigned',\n },\n // Only at the organization level, where a row can be any site's.\n ...(hostId\n ? []\n : [\n {\n field: 'hostId',\n headerName: 'Site',\n flex: 0.9,\n minWidth: 140,\n valueGetter: (_value: unknown, row: LeadRow) =>\n mount?.siteName(row.hostId) ?? row.hostId,\n } satisfies GridColDef,\n ]),\n {\n field: 'sources',\n headerName: 'Source',\n flex: 1,\n minWidth: 140,\n valueGetter: (_value, row: LeadRow) =>\n leadSources(row).map(leadSourceLabel).join(', '),\n },\n {\n field: 'lastSeenAtMs',\n headerName: 'Last seen',\n flex: 0.9,\n minWidth: 160,\n valueGetter: (_value, row: LeadRow) =>\n leadTimeLabel(row['lastSeenAtMs'] ?? row['createdAt']),\n },\n {\n field: 'actions',\n headerName: '',\n width: 56,\n sortable: false,\n filterable: false,\n disableColumnMenu: true,\n renderCell: ({ row }: { row: LeadRow }) => {\n /*\n * Why Convert is refused, in the order the lead's page refuses it:\n * a converted lead has its contact already, a closed one was\n * judged not real, and a person with an erasure pending must not\n * be captured again — a conversion is a capture (AGL-2623).\n */\n const converted = Boolean(row.convertedContactId)\n const erasurePending = Aglyn.readErasureRequestedAtMs(row) !== null\n const convertRefusal = converted\n ? 'This lead was converted'\n : !Aglyn.isCrmLeadOpen(row)\n ? 'This lead was unqualified'\n : erasurePending\n ? CONVERT_PENDING_ERASURE_REASON\n : null\n return (\n <Box\n onClick={(event) => event.stopPropagation()}\n sx={{ display: 'flex', alignItems: 'center', height: '100%' }}\n >\n <RowActionsMenu\n label={String(row['email'] ?? row.$id)}\n items={[\n {\n key: 'open',\n label: 'Open lead',\n icon: <MdiIcon path={mdiAccountArrowRight.path} size={0.8} />,\n href: routes.lead(row.leadId, hostId ? null : row.hostId),\n },\n {\n key: 'convert',\n label: 'Convert…',\n icon: <MdiIcon path={mdiAccountConvertOutline.path} size={0.8} />,\n onClick: () => setConverting(row),\n disabled: convertRefusal !== null,\n disabledReason: convertRefusal ?? undefined,\n },\n {\n key: 'assign',\n label: 'Assign owner',\n icon: <MdiIcon path={mdiAccountTieOutline.path} size={0.8} />,\n onClick: () => setAssigning(row),\n },\n {\n key: 'unqualify',\n label: 'Unqualify',\n icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n onClick: () => setUnqualifying(row),\n disabled: !Aglyn.isCrmLeadOpen(row) || Boolean(row.convertedContactId),\n disabledReason: row.convertedContactId\n ? 'This lead was converted'\n : 'This lead is already closed',\n },\n ]}\n />\n </Box>\n )\n },\n },\n ],\n [roster, routes, writeLead, hostId, mount],\n )\n /* The column and sort models are the view's (AGL-2617). */\n const grid = useCrmViewGrid(views, columns)\n\n return (\n <>\n <CardDisplay\n header={'Leads'}\n help={Aglyn.pluginDocsHelp('contacts', { anchor: '#whats-in-the-crm-area' })}\n actions={\n <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n {/* The saved view this list is showing, beside the status it narrows to (AGL-2617). */}\n <CrmViewsControl controller={views} allLabel=\"All leads\" />\n <FormControl size=\"small\" sx={{ minWidth: 160 }}>\n <InputLabel id={filterLabelId}>{'Show'}</InputLabel>\n <Select\n labelId={filterLabelId}\n label=\"Show\"\n value={filter}\n onChange={(event) => setFilter(event.target.value as LeadFilter)}\n >\n {LEAD_FILTERS.map((option) => (\n <MenuItem key={option} value={option}>\n {LEAD_FILTER_LABELS[option]}\n </MenuItem>\n ))}\n </Select>\n </FormControl>\n <LeadImportButton hostId={hostId} />\n <Button size=\"small\" onClick={handleExport} disabled={!rows.length}>\n {'Export CSV'}\n </Button>\n </Stack>\n }\n contentGutterX\n contentGutterY\n >\n <Stack spacing={2}>\n {/* Which surfaces file a lead, by name (AGL-2612) — under a site its own, at the org level every site's (AGL-2638). */}\n {hostId ? <LeadSurfacesNote hostId={hostId} /> : <OrgLeadSurfacesNote />}\n {status === 'success' && window.length === 0 ? (\n <EmptyStateComponent\n label={'No leads yet'}\n description={'Sign-ups, bookings and form submissions on your site become leads on their own — or bring a list in with Import CSV.'}\n />\n ) : status === 'success' && rows.length === 0 ? (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {`No ${LEAD_FILTER_LABELS[filter].toLowerCase()} leads among the ` +\n `${window.length.toLocaleString()} most recently seen.`}\n </Typography>\n ) : (\n <>\n <LeadsBulkBar\n rows={rows}\n selected={selectedIds}\n onSelectedChange={setSelectedIds}\n roster={roster}\n csv={csvOptions}\n orgId={orgId}\n hostId={hostId}\n />\n <CrmColumnOrderProvider value={grid.columnOrder}>\n <ListTable\n rows={pageRows}\n columns={grid.columns}\n slots={CRM_LIST_SLOTS}\n selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n loading={status === 'loading'}\n onOpen={(_id, row: LeadRow) =>\n router.push(routes.lead(row.leadId, hostId ? null : row.hostId))\n }\n // Columns and sort are the view's, controlled (AGL-2617).\n columnVisibilityModel={grid.columnVisibilityModel}\n onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n sortModel={grid.sortModel}\n onSortModelChange={grid.onSortModelChange}\n // Paged by the footer below, so the grid must not also slice.\n hideFooter\n />\n </CrmColumnOrderProvider>\n <ListPagination\n page={page}\n pageSize={pageSize}\n rowCount={pageRows.length}\n count={rows.length}\n onPageChange={setPage}\n onPageSizeChange={setPageSize}\n />\n </>\n )}\n {truncated ? (\n <Alert severity=\"info\">\n {`Showing the ${LEADS_WINDOW.toLocaleString()} most recently seen ` +\n 'leads. The status filter narrows these; older leads are still ' +\n 'listed in the Inbox and reached by campaign audiences.'}\n </Alert>\n ) : null}\n </Stack>\n </CardDisplay>\n <AssignOwnerDialog\n lead={assigning}\n roster={roster}\n onClose={() => setAssigning(null)}\n onAssign={(uid) => {\n if (!assigning) return\n void writeLead(\n assigning,\n { ownerUid: uid || deleteField() },\n uid ? 'Owner assigned' : 'Owner cleared',\n )\n setAssigning(null)\n }}\n />\n <LeadUnqualifyDialog\n open={Boolean(unqualifying)}\n onClose={() => setUnqualifying(null)}\n hostId={unqualifying?.hostId ?? hostId ?? ''}\n leadId={unqualifying?.leadId ?? ''}\n leadLabel={String(unqualifying?.['name'] || unqualifying?.['email'] || '')}\n />\n {/* The row's site, not the mounted one: at the organization level a\n lead is its own site's record, and the conversion is that site's\n capture (AGL-2641). Under a site the two are the same. */}\n <LeadConvertDialog\n open={Boolean(converting)}\n onClose={() => setConverting(null)}\n hostId={converting?.hostId ?? hostId ?? ''}\n orgId={orgId}\n org={org as Record<string, unknown> | undefined}\n leadId={converting?.leadId ?? ''}\n lead={converting ?? {}}\n basePath={basePath ?? ''}\n roster={roster}\n />\n </>\n )\n}\nCrmLeadsSection.displayName = 'CrmLeadsSection'\n\n/**\n * The status, editable in place for a lead that is still open.\n *\n * A converted lead shows the chip alone: its status IS the conversion, and\n * the route stamped it. The select stops its click from reaching the row, or\n * every status change would also open the record.\n */\nfunction InlineStatus(props: {\n lead: LeadRow\n onChange: (next: CrmLeadStatus) => void\n}) {\n const { lead, onChange } = props\n if (lead.convertedContactId) {\n return (\n <Box sx={{ display: 'flex', alignItems: 'center', height: '100%' }}>\n <LeadStatusChip lead={lead} />\n </Box>\n )\n }\n const status = Aglyn.crmLeadStatus(lead)\n return (\n <Box\n onClick={(event) => event.stopPropagation()}\n sx={{ display: 'flex', alignItems: 'center', height: '100%', width: '100%' }}\n >\n <Select\n size=\"small\"\n variant=\"standard\"\n disableUnderline\n value={status}\n onChange={(event) => onChange(event.target.value as CrmLeadStatus)}\n renderValue={() => <LeadStatusChip lead={lead} />}\n sx={{ width: '100%' }}\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\">{`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}</MenuItem>\n </Select>\n </Box>\n )\n}\nInlineStatus.displayName = 'InlineStatus'\n\n/** Hand a lead to a team member. */\nfunction AssignOwnerDialog(props: {\n lead: LeadRow | null\n roster: OrgMemberOptions\n onClose: () => void\n onAssign: (uid: string) => void\n}) {\n const { lead, roster, onClose, onAssign } = props\n const [uid, setUid] = useState<string | null>(null)\n const current = uid ?? String(lead?.ownerUid ?? '')\n return (\n <Dialog\n open={Boolean(lead)}\n onClose={onClose}\n maxWidth=\"xs\"\n fullWidth\n slotProps={{ transition: { onExited: () => setUid(null) } }}\n >\n <DialogTitle>{`Assign ${String(lead?.['name'] || lead?.['email'] || 'lead')}`}</DialogTitle>\n <DialogContent>\n <Box sx={{ pt: 1 }}>\n <LeadOwnerSelect value={current} onChange={setUid} roster={roster} size=\"medium\" />\n </Box>\n </DialogContent>\n <DialogActions>\n <Button onClick={onClose}>{'Cancel'}</Button>\n <Button variant=\"contained\" onClick={() => onAssign(current)}>\n {'Assign'}\n </Button>\n </DialogActions>\n </Dialog>\n )\n}\nAssignOwnerDialog.displayName = 'AssignOwnerDialog'\n\nexport default CrmLeadsSection\n"],"names":["Aglyn","mdiAccountArrowRight","mdiAccountCancelOutline","mdiAccountConvertOutline","mdiAccountTieOutline","CardDisplay","MdiIcon","ListPagination","ListTable","useOrgMemberOptions","useCrmOrgMount","useCrmSavedView","useCrmScope","useCrmViewGrid","CRM_LIST_SLOTS","CrmColumnOrderProvider","useOrgLeads","CrmViewsControl","RowActionsMenu","TABLE_PAGE_SIZE_DEFAULT","EmptyStateComponent","useSnackbar","useFirestore","useFirestoreCollection","Alert","Box","Button","Dialog","DialogActions","DialogContent","DialogTitle","FormControl","InputLabel","MenuItem","Select","Stack","Typography","collection","deleteField","doc","limit","orderBy","query","serverTimestamp","updateDoc","useRouter","useCallback","useEffect","useId","useMemo","useState","downloadTextFile","crmRoutes","LEAD_FILTER_LABELS","LEAD_FILTERS","leadMatchesFilter","leadsCsv","LeadConvertDialog","leadSourceLabel","leadSources","leadTimeLabel","LeadImportButton","LeadOwnerSelect","CONVERT_PENDING_ERASURE_REASON","LeadStatusChip","LeadSurfacesNote","LeadUnqualifyDialog","LeadsBulkBar","OrgLeadSurfacesNote","LEADS_WINDOW","CrmLeadsSection","props","unqualifying","converting","hostId","org","basePath","firestore","router","enqueueSnackbar","orgId","mount","roster","routes","site","idField","orgHostIds","hosts","map","host","id","orgLeads","hostIds","windowSize","leadDocs","data","row","leadId","$id","status","hostsReady","length","truncated","window","slice","views","section","filter","value","state","filters","find","clause","field","includes","setFilter","next","setFilters","op","filterLabelId","rows","lead","page","setPage","pageSize","setPageSize","pageRows","selectedIds","setSelectedIds","csvOptions","ownerEmail","emailFor","siteName","handleExport","assigning","setAssigning","setUnqualifying","setConverting","writeLead","fields","done","updatedAt","variant","persist","error","Error","message","columns","headerName","flex","minWidth","valueGetter","_value","String","renderCell","spacing","sx","justifyContent","height","noWrap","color","crmLeadStatus","InlineStatus","onChange","unqualifiedReason","ownerUid","labelFor","join","width","sortable","filterable","disableColumnMenu","converted","Boolean","convertedContactId","erasurePending","readErasureRequestedAtMs","convertRefusal","isCrmLeadOpen","onClick","event","stopPropagation","display","alignItems","label","items","key","icon","path","size","href","disabled","disabledReason","undefined","grid","header","help","pluginDocsHelp","anchor","actions","direction","controller","allLabel","labelId","target","option","contentGutterX","contentGutterY","description","toLowerCase","toLocaleString","selected","onSelectedChange","csv","columnOrder","slots","selectable","loading","onOpen","_id","push","columnVisibilityModel","onColumnVisibilityModelChange","sortModel","onSortModelChange","hideFooter","rowCount","count","onPageChange","onPageSizeChange","severity","AssignOwnerDialog","onClose","onAssign","uid","open","leadLabel","displayName","disableUnderline","renderValue","CRM_LEAD_STATUS_LABELS","new","working","unqualified","setUid","current","maxWidth","fullWidth","slotProps","transition","onExited","pt"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,YAAYA,WAAW,eAAc;AAErC,SACEC,oBAAoB,EACpBC,uBAAuB,EACvBC,wBAAwB,EACxBC,oBAAoB,QACf,yBAAwB;AAC/B,SAASC,WAAW,EAAEC,OAAO,QAAQ,uBAAsB;AAC3D,SAASC,cAAc,QAAQ,4DAA2D;AAC1F,SAASC,SAAS,QAAQ,uDAAsD;AAChF,SAEEC,mBAAmB,QACd,qCAAiC;AACxC,SAASC,cAAc,QAAQ,gCAA4B;AAC3D,SAASC,eAAe,QAAQ,iCAA6B;AAC7D,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,cAAc,QAAQ,gCAA4B;AAC3D,SAASC,cAAc,EAAEC,sBAAsB,QAAQ,uBAAmB;AAC1E,SAASC,WAAW,QAAQ,4BAAwB;AACpD,OAAOC,qBAAqB,yBAAqB;AACjD,OAAOC,oBAAoB,6DAA4D;AACvF,SAASC,uBAAuB,QAAQ,8CAA6C;AACrF,OAAOC,yBAAyB,wDAAuD;AACvF,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SACEC,YAAY,EACZC,sBAAsB,QACjB,iCAAgC;AACvC,SACEC,KAAK,EACLC,GAAG,EACHC,MAAM,EACNC,MAAM,EACNC,aAAa,EACbC,aAAa,EACbC,WAAW,EACXC,WAAW,EACXC,UAAU,EACVC,QAAQ,EACRC,MAAM,EACNC,KAAK,EACLC,UAAU,QACL,gBAAe;AAEtB,SACEC,UAAU,EACVC,WAAW,EACXC,GAAG,EACHC,KAAK,EACLC,OAAO,EACPC,KAAK,EACLC,eAAe,EACfC,SAAS,QACJ,qBAAoB;AAC3B,SAASC,SAAS,QAAQ,kBAAiB;AAC3C,SAASC,WAAW,EAAEC,SAAS,EAAEC,KAAK,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACxE,SAASC,gBAAgB,QAAQ,2BAAuB;AACxD,SAASC,SAAS,QAAQ,yBAAqB;AAC/C,SACEC,kBAAkB,EAClBC,YAAY,EAEZC,iBAAiB,QACZ,2BAAuB;AAC9B,SAA8BC,QAAQ,QAAQ,wBAAoB;AAClE,SAASC,iBAAiB,QAAQ,2BAAuB;AACzD,SAASC,eAAe,EAAEC,WAAW,EAAEC,aAAa,QAAQ,yBAAqB;AACjF,SAASC,gBAAgB,QAAQ,0BAAsB;AACvD,SAASC,eAAe,QAAQ,yBAAqB;AACrD,SAASC,8BAA8B,QAAQ,4BAAwB;AACvE,SAASC,cAAc,QAAQ,wBAAoB;AACnD,OAAOC,sBAAsB,0BAAsB;AACnD,SAASC,mBAAmB,QAAQ,6BAAyB;AAC7D,OAAOC,kBAAkB,sBAAkB;AAC3C,OAAOC,yBAAyB,8BAA0B;AAE1D;;;;;;;;;;;;;;;;;;;;;CAqBC,GACD,MAAMC,eAAe;AAYrB;;;;;;;;;;;;;;;;CAgBC,GACD,OAAO,SAASC,gBAAgBC,KAA6B;QAoZ7CC,oBAUAC;IA7Zd,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQ,EAAE,GAAGL;IAClC,MAAMM,YAAYvD;IAClB,MAAMwD,SAASjC;IACf,MAAM,EAAEkC,eAAe,EAAE,GAAG1D;IAC5B,MAAM,EAAE2D,KAAK,EAAE,GAAGpE,YAAY;QAAE8D;QAAQC;IAAI;IAC5C,MAAMM,QAAQvE;IACd,MAAMwE,SAASzE,oBAAoBuE;IACnC,MAAMG,SAAS/B,UAAUwB,mBAAAA,WAAY;IAErC,kEAAkE;IAClE,MAAMQ,OAAO7D,uBACX,IACEmD,SACIhC,MACEL,WAAWwC,WAAW,SAASH,QAAQ,UACvCjC,QAAQ,gBAAgB,SACxBD,MAAM6B,eAAe,MAEvB,MACN;QAACQ;QAAWH;KAAO,EACnB;QAAEW,SAAS;IAAM;IAEnB,0DAA0D;IAC1D,MAAMC,aAAarC,QACjB;;eAAOyB,SAAS,EAAE,GAAG,SAACO,yBAAAA,MAAOM,KAAK,mBAAI,EAAE,EAAEC,GAAG,CAAC,CAACC,OAASA,KAAKC,EAAE;OAC/D;QAAChB;QAAQO,yBAAAA,MAAOM,KAAK;KAAC;IAExB,MAAMI,WAAW3E,YAAY;QAAE4E,SAASN;QAAYO,YAAYxB;IAAa;IAC7E,MAAMyB,WAAW7C,QACf,IACEyB,SACIU,KAAKW,IAAI,CAACP,GAAG,CAAC,CAACQ,MAAS,aAAKA;gBAAKC,QAAQD,IAAIE,GAAG;gBAAExB;kBACnDiB,SAASI,IAAI,EACnB;QAACrB;QAAQU,KAAKW,IAAI;QAAEJ,SAASI,IAAI;KAAC;IAEpC,MAAMI,SAASzB,SACXU,KAAKe,MAAM,GACXlB,CAAAA,yBAAAA,MAAOmB,UAAU,KAAI,CAACd,WAAWe,MAAM,GACrC,YACAV,SAASQ,MAAM;IACrB,MAAMG,YAAY5B,SAASoB,SAASO,MAAM,GAAGhC,eAAesB,SAASW,SAAS;IAC9E,MAAMC,SAAStD,QAAQ,IAAM6C,SAASU,KAAK,CAAC,GAAGnC,eAAe;QAACyB;KAAS;IAExE;;;;;GAKC,GACD,MAAMW,QAAQ9F,gBAAgB;QAC5B+F,SAAS;QACThC;QACAC,KAAKJ,MAAMI,GAAG;QACdC,QAAQ,EAAEA,mBAAAA,WAAY;IACxB;IACA,MAAM+B,SAAqB1D,QAAQ;YACnBwD;QAAd,MAAMG,SAAQH,4BAAAA,MAAMI,KAAK,CAACC,OAAO,CAACC,IAAI,CAAC,CAACC,SAAWA,OAAOC,KAAK,KAAK,8BAAtDR,0BAAiEG,KAAK;QACpF,OAAO,AAACtD,aAAmC4D,QAAQ,CAACN,gBAAAA,QAAS,MACxDA,QACD;IACN,GAAG;QAACH,MAAMI,KAAK,CAACC,OAAO;KAAC;IACxB,MAAMK,YAAYrE,YAChB,CAACsE,OACCX,MAAMY,UAAU,CACdD,SAAS,SAAS,EAAE,GAAG;YAAC;gBAAEH,OAAO;gBAAUK,IAAI;gBAAUV,OAAOQ;YAAK;SAAE,GAE3E;QAACX,MAAMY,UAAU;KAAC;IAEpB,uEAAuE;IACvE,qDAAqD;IACrD,MAAME,gBAAgBvE;IACtB,MAAMwE,OAAOvE,QACX,IAAMsD,OAAOI,MAAM,CAAC,CAACc,OAASlE,kBAAkBkE,MAAMd,UACtD;QAACJ;QAAQI;KAAO;IAElB,MAAM,CAACe,MAAMC,QAAQ,GAAGzE,SAAS;IACjC,MAAM,CAAC0E,UAAUC,YAAY,GAAG3E,SAAS/B;IACzC,yEAAyE;IACzE,wEAAwE;IACxE4B,UAAU;QACR4E,QAAQ;IACV,GAAG;QAAChB;KAAO;IACX,MAAMmB,WAAW7E,QACf,IAAMuE,KAAKhB,KAAK,CAACkB,OAAOE,UAAU,AAACF,CAAAA,OAAO,CAAA,IAAKE,WAC/C;QAACJ;QAAME;QAAME;KAAS;IAGxB;;;;;GAKC,GACD,MAAM,CAACG,aAAaC,eAAe,GAAG9E,SAAmB,EAAE;IAC3DH,UAAU,IAAMiF,eAAe,EAAE,GAAG;QAACrB;KAAO;IAC5C,gEAAgE;IAChE,MAAMsB,aAA6BhF,QACjC,IAAO;YACLiF,YAAYhD,OAAOiD,QAAQ;WACvBzD,SAAS,CAAC,IAAI;YAAE0D,UAAU,CAAC1C,KAAeT,yBAAAA,MAAOmD,QAAQ,CAAC1C;QAAI,IAEpE;QAACR,OAAOiD,QAAQ;QAAEzD;QAAQO;KAAM;IAElC,sEAAsE;IACtE,MAAMoD,eAAevF,YAAY;QAC/BK,iBAAiB,aAAa,YAAYK,SAASgE,MAAMS;IAC3D,GAAG;QAACT;QAAMS;KAAW;IAErB,MAAM,CAACK,WAAWC,aAAa,GAAGrF,SAAyB;IAC3D,MAAM,CAACsB,cAAcgE,gBAAgB,GAAGtF,SAAyB;IACjE,uEAAuE;IACvE,uEAAuE;IACvE,MAAM,CAACuB,YAAYgE,cAAc,GAAGvF,SAAyB;IAE7D,MAAMwF,YAAY5F,YAChB,OAAO2E,MAAekB,QAAiCC;QACrD,IAAI;YACF,MAAMhG,UAAUL,IAAIsC,WAAW,SAAS4C,KAAK/C,MAAM,EAAE,SAAS+C,KAAKxB,MAAM,GAAG,aACvE0C;gBACHE,WAAWlG;;YAEboC,gBAAgB6D,MAAM;gBAAEE,SAAS;gBAAWC,SAAS;YAAM;QAC7D,EAAE,OAAOC,OAAO;YACdjE,gBACEiE,iBAAiBC,QAAQD,MAAME,OAAO,GAAG,kCACzC;gBAAEJ,SAAS;YAAQ;QAEvB;IACF,GACA;QAACjE;QAAWE;KAAgB;IAG9B,MAAMoE,UAAUlG,QACd,IAAM;YACJ;gBACEgE,OAAO;gBACPmC,YAAY;gBACZC,MAAM;gBACNC,UAAU;gBACVC,aAAa,CAACC,QAAQxD,MAAiByD,OAAOzD,GAAG,CAAC,OAAO,IAAIA,GAAG,CAAC,QAAQ,IAAI;gBAC7E0D,YAAY,CAAC,EAAE1D,GAAG,EAAoB;wBAOtBA;yCANd,MAAC7D;wBAAMwH,SAAS;wBAAGC,IAAI;4BAAEN,UAAU;4BAAGO,gBAAgB;4BAAUC,QAAQ;wBAAO;;0CAC7E,KAAC1H;gCAAW0G,SAAQ;gCAAQiB,MAAM;0CAC/BN,OAAOzD,GAAG,CAAC,OAAO,IAAIA,GAAG,CAAC,QAAQ,IAAIA,IAAIE,GAAG;;4BAE/CF,GAAG,CAAC,OAAO,iBACV,KAAC5D;gCAAW0G,SAAQ;gCAAUkB,OAAM;gCAAiBD,MAAM;0CACxDN,QAAOzD,aAAAA,GAAG,CAAC,QAAQ,YAAZA,aAAgB;iCAExB;;;;YAGV;YACA;gBACEiB,OAAO;gBACPmC,YAAY;gBACZC,MAAM;gBACNC,UAAU;gBACVC,aAAa,CAACC,QAAQxD,MAAiBhG,MAAMiK,aAAa,CAACjE;gBAC3D0D,YAAY,CAAC,EAAE1D,GAAG,EAAoB,iBACpC,KAACkE;wBACCzC,MAAMzB;wBACNmE,UAAU,CAAC/C;4BACT,IAAIA,SAAS,eAAe;gCAC1BoB,gBAAgBxC;gCAChB;4BACF;4BACA,KAAK0C,UACH1C,KACA;gCACEG,QAAQiB;+BACJpH,MAAMiK,aAAa,CAACjE,SAAS,gBAC7B;gCAAEoE,mBAAmB9H;4BAAc,IACnC,CAAC,IAEP;wBAEJ;;YAGN;YACA;gBACE2E,OAAO;gBACPmC,YAAY;gBACZC,MAAM;gBACNC,UAAU;gBACVC,aAAa,CAACC,QAAQxD,MACpBA,IAAIqE,QAAQ,GAAGnF,OAAOoF,QAAQ,CAACtE,IAAIqE,QAAQ,IAAI;YACnD;YACA,iEAAiE;eAC7D3F,SACA,EAAE,GACF;gBACE;oBACEuC,OAAO;oBACPmC,YAAY;oBACZC,MAAM;oBACNC,UAAU;oBACVC,aAAa,CAACC,QAAiBxD;;uCAC7Bf,yBAAAA,MAAOmD,QAAQ,CAACpC,IAAItB,MAAM,oBAAKsB,IAAItB,MAAM;;gBAC7C;aACD;YACL;gBACEuC,OAAO;gBACPmC,YAAY;gBACZC,MAAM;gBACNC,UAAU;gBACVC,aAAa,CAACC,QAAQxD,MACpBrC,YAAYqC,KAAKR,GAAG,CAAC9B,iBAAiB6G,IAAI,CAAC;YAC/C;YACA;gBACEtD,OAAO;gBACPmC,YAAY;gBACZC,MAAM;gBACNC,UAAU;gBACVC,aAAa,CAACC,QAAQxD;wBACNA;2BAAdpC,eAAcoC,oBAAAA,GAAG,CAAC,eAAe,YAAnBA,oBAAuBA,GAAG,CAAC,YAAY;;YACzD;YACA;gBACEiB,OAAO;gBACPmC,YAAY;gBACZoB,OAAO;gBACPC,UAAU;gBACVC,YAAY;gBACZC,mBAAmB;gBACnBjB,YAAY,CAAC,EAAE1D,GAAG,EAAoB;wBAsBhBA;oBArBpB;;;;;WAKC,GACD,MAAM4E,YAAYC,QAAQ7E,IAAI8E,kBAAkB;oBAChD,MAAMC,iBAAiB/K,MAAMgL,wBAAwB,CAAChF,SAAS;oBAC/D,MAAMiF,iBAAiBL,YACnB,4BACA,CAAC5K,MAAMkL,aAAa,CAAClF,OACnB,8BACA+E,iBACEhH,iCACA;oBACR,qBACE,KAACtC;wBACC0J,SAAS,CAACC,QAAUA,MAAMC,eAAe;wBACzCzB,IAAI;4BAAE0B,SAAS;4BAAQC,YAAY;4BAAUzB,QAAQ;wBAAO;kCAE5D,cAAA,KAAC5I;4BACCsK,OAAO/B,QAAOzD,aAAAA,GAAG,CAAC,QAAQ,YAAZA,aAAgBA,IAAIE,GAAG;4BACrCuF,OAAO;gCACL;oCACEC,KAAK;oCACLF,OAAO;oCACPG,oBAAM,KAACrL;wCAAQsL,MAAM3L,qBAAqB2L,IAAI;wCAAEC,MAAM;;oCACtDC,MAAM3G,OAAOsC,IAAI,CAACzB,IAAIC,MAAM,EAAEvB,SAAS,OAAOsB,IAAItB,MAAM;gCAC1D;gCACA;oCACEgH,KAAK;oCACLF,OAAO;oCACPG,oBAAM,KAACrL;wCAAQsL,MAAMzL,yBAAyByL,IAAI;wCAAEC,MAAM;;oCAC1DV,SAAS,IAAM1C,cAAczC;oCAC7B+F,UAAUd,mBAAmB;oCAC7Be,cAAc,EAAEf,yBAAAA,iBAAkBgB;gCACpC;gCACA;oCACEP,KAAK;oCACLF,OAAO;oCACPG,oBAAM,KAACrL;wCAAQsL,MAAMxL,qBAAqBwL,IAAI;wCAAEC,MAAM;;oCACtDV,SAAS,IAAM5C,aAAavC;gCAC9B;gCACA;oCACE0F,KAAK;oCACLF,OAAO;oCACPG,oBAAM,KAACrL;wCAAQsL,MAAM1L,wBAAwB0L,IAAI;wCAAEC,MAAM;;oCACzDV,SAAS,IAAM3C,gBAAgBxC;oCAC/B+F,UAAU,CAAC/L,MAAMkL,aAAa,CAAClF,QAAQ6E,QAAQ7E,IAAI8E,kBAAkB;oCACrEkB,gBAAgBhG,IAAI8E,kBAAkB,GAClC,4BACA;gCACN;6BACD;;;gBAIT;YACF;SACD,EACD;QAAC5F;QAAQC;QAAQuD;QAAWhE;QAAQO;KAAM;IAE5C,yDAAyD,GACzD,MAAMiH,OAAOrL,eAAe4F,OAAO0C;IAEnC,qBACE;;0BACE,KAAC9I;gBACC8L,QAAQ;gBACRC,MAAMpM,MAAMqM,cAAc,CAAC,YAAY;oBAAEC,QAAQ;gBAAyB;gBAC1EC,uBACE,MAACpK;oBAAMqK,WAAU;oBAAM7C,SAAS;oBAAGC,IAAI;wBAAE2B,YAAY;oBAAS;;sCAE5D,KAACtK;4BAAgBwL,YAAYhG;4BAAOiG,UAAS;;sCAC7C,MAAC3K;4BAAY8J,MAAK;4BAAQjC,IAAI;gCAAEN,UAAU;4BAAI;;8CAC5C,KAACtH;oCAAW0D,IAAI6B;8CAAgB;;8CAChC,KAACrF;oCACCyK,SAASpF;oCACTiE,OAAM;oCACN5E,OAAOD;oCACPwD,UAAU,CAACiB,QAAUjE,UAAUiE,MAAMwB,MAAM,CAAChG,KAAK;8CAEhDtD,aAAakC,GAAG,CAAC,CAACqH,uBACjB,KAAC5K;4CAAsB2E,OAAOiG;sDAC3BxJ,kBAAkB,CAACwJ,OAAO;2CADdA;;;;sCAMrB,KAAChJ;4BAAiBa,QAAQA;;sCAC1B,KAAChD;4BAAOmK,MAAK;4BAAQV,SAAS9C;4BAAc0D,UAAU,CAACvE,KAAKnB,MAAM;sCAC/D;;;;gBAIPyG,cAAc;gBACdC,cAAc;0BAEd,cAAA,MAAC5K;oBAAMwH,SAAS;;wBAEbjF,uBAAS,KAACT;4BAAiBS,QAAQA;2CAAa,KAACN;wBACjD+B,WAAW,aAAaI,OAAOF,MAAM,KAAK,kBACzC,KAACjF;4BACCoK,OAAO;4BACPwB,aAAa;6BAEb7G,WAAW,aAAaqB,KAAKnB,MAAM,KAAK,kBAC1C,KAACjE;4BAAW0G,SAAQ;4BAAQkB,OAAM;sCAC/B,CAAC,GAAG,EAAE3G,kBAAkB,CAACsD,OAAO,CAACsG,WAAW,GAAG,iBAAiB,CAAC,GAChE,GAAG1G,OAAOF,MAAM,CAAC6G,cAAc,GAAG,oBAAoB,CAAC;2CAG3D;;8CACE,KAAC/I;oCACCqD,MAAMA;oCACN2F,UAAUpF;oCACVqF,kBAAkBpF;oCAClB9C,QAAQA;oCACRmI,KAAKpF;oCACLjD,OAAOA;oCACPN,QAAQA;;8CAEV,KAAC3D;oCAAuB6F,OAAOsF,KAAKoB,WAAW;8CAC7C,cAAA,KAAC9M;wCACCgH,MAAMM;wCACNqB,SAAS+C,KAAK/C,OAAO;wCACrBoE,OAAOzM;wCACP0M,YAAY;4CAAEL,UAAUpF;4CAAaoC,UAAUnC;wCAAe;wCAC9DyF,SAAStH,WAAW;wCACpBuH,QAAQ,CAACC,KAAK3H,MACZlB,OAAO8I,IAAI,CAACzI,OAAOsC,IAAI,CAACzB,IAAIC,MAAM,EAAEvB,SAAS,OAAOsB,IAAItB,MAAM;wCAEhE,0DAA0D;wCAC1DmJ,uBAAuB3B,KAAK2B,qBAAqB;wCACjDC,+BAA+B5B,KAAK4B,6BAA6B;wCACjEC,WAAW7B,KAAK6B,SAAS;wCACzBC,mBAAmB9B,KAAK8B,iBAAiB;wCACzC,8DAA8D;wCAC9DC,UAAU;;;8CAGd,KAAC1N;oCACCmH,MAAMA;oCACNE,UAAUA;oCACVsG,UAAUpG,SAASzB,MAAM;oCACzB8H,OAAO3G,KAAKnB,MAAM;oCAClB+H,cAAczG;oCACd0G,kBAAkBxG;;;;wBAIvBvB,0BACC,KAAC9E;4BAAM8M,UAAS;sCACb,CAAC,YAAY,EAAEjK,aAAa6I,cAAc,GAAG,oBAAoB,CAAC,GACjE,mEACA;6BAEF;;;;0BAGR,KAACqB;gBACC9G,MAAMa;gBACNpD,QAAQA;gBACRsJ,SAAS,IAAMjG,aAAa;gBAC5BkG,UAAU,CAACC;oBACT,IAAI,CAACpG,WAAW;oBAChB,KAAKI,UACHJ,WACA;wBAAE+B,UAAUqE,OAAOpM;oBAAc,GACjCoM,MAAM,mBAAmB;oBAE3BnG,aAAa;gBACf;;0BAEF,KAACrE;gBACCyK,MAAM9D,QAAQrG;gBACdgK,SAAS,IAAMhG,gBAAgB;gBAC/B9D,MAAM,GAAEF,gBAAAA,gCAAAA,aAAcE,MAAM,oBAAIA,kBAAxBF,OAAkC;gBAC1CyB,MAAM,WAAEzB,gCAAAA,aAAcyB,MAAM,oBAAI;gBAChC2I,WAAWnF,OAAOjF,CAAAA,gCAAAA,YAAc,CAAC,OAAO,MAAIA,gCAAAA,YAAc,CAAC,QAAQ,KAAI;;0BAKzE,KAACf;gBACCkL,MAAM9D,QAAQpG;gBACd+J,SAAS,IAAM/F,cAAc;gBAC7B/D,MAAM,GAAED,iBAAAA,8BAAAA,WAAYC,MAAM,oBAAIA,kBAAtBD,QAAgC;gBACxCO,OAAOA;gBACPL,KAAKA;gBACLsB,MAAM,WAAExB,8BAAAA,WAAYwB,MAAM,oBAAI;gBAC9BwB,IAAI,EAAEhD,qBAAAA,aAAc,CAAC;gBACrBG,QAAQ,EAAEA,mBAAAA,WAAY;gBACtBM,QAAQA;;;;AAIhB;AACAZ,gBAAgBuK,WAAW,GAAG;AAE9B;;;;;;CAMC,GACD,SAAS3E,aAAa3F,KAGrB;IACC,MAAM,EAAEkD,IAAI,EAAE0C,QAAQ,EAAE,GAAG5F;IAC3B,IAAIkD,KAAKqD,kBAAkB,EAAE;QAC3B,qBACE,KAACrJ;YAAImI,IAAI;gBAAE0B,SAAS;gBAAQC,YAAY;gBAAUzB,QAAQ;YAAO;sBAC/D,cAAA,KAAC9F;gBAAeyD,MAAMA;;;IAG5B;IACA,MAAMtB,SAASnG,MAAMiK,aAAa,CAACxC;IACnC,qBACE,KAAChG;QACC0J,SAAS,CAACC,QAAUA,MAAMC,eAAe;QACzCzB,IAAI;YAAE0B,SAAS;YAAQC,YAAY;YAAUzB,QAAQ;YAAQU,OAAO;QAAO;kBAE3E,cAAA,MAACtI;YACC2J,MAAK;YACL/C,SAAQ;YACRgG,gBAAgB;YAChBlI,OAAOT;YACPgE,UAAU,CAACiB,QAAUjB,SAASiB,MAAMwB,MAAM,CAAChG,KAAK;YAChDmI,aAAa,kBAAM,KAAC/K;oBAAeyD,MAAMA;;YACzCmC,IAAI;gBAAEY,OAAO;YAAO;;8BAEpB,KAACvI;oBAAS2E,OAAM;8BAAO5G,MAAMgP,sBAAsB,CAACC,GAAG;;8BACvD,KAAChN;oBAAS2E,OAAM;8BAAW5G,MAAMgP,sBAAsB,CAACE,OAAO;;8BAC/D,KAACjN;oBAAS2E,OAAM;8BAAe,GAAG5G,MAAMgP,sBAAsB,CAACG,WAAW,CAAC,CAAC,CAAC;;;;;AAIrF;AACAjF,aAAa2E,WAAW,GAAG;AAE3B,kCAAkC,GAClC,SAASN,kBAAkBhK,KAK1B;;IACC,MAAM,EAAEkD,IAAI,EAAEvC,MAAM,EAAEsJ,OAAO,EAAEC,QAAQ,EAAE,GAAGlK;IAC5C,MAAM,CAACmK,KAAKU,OAAO,GAAGlM,SAAwB;IAC9C,MAAMmM,UAAUX,cAAAA,MAAOjF,eAAOhC,wBAAAA,KAAM4C,QAAQ,mBAAI;IAChD,qBACE,MAAC1I;QACCgN,MAAM9D,QAAQpD;QACd+G,SAASA;QACTc,UAAS;QACTC,SAAS;QACTC,WAAW;YAAEC,YAAY;gBAAEC,UAAU,IAAMN,OAAO;YAAM;QAAE;;0BAE1D,KAACtN;0BAAa,CAAC,OAAO,EAAE2H,OAAOhC,CAAAA,wBAAAA,IAAM,CAAC,OAAO,MAAIA,wBAAAA,IAAM,CAAC,QAAQ,KAAI,SAAS;;0BAC7E,KAAC5F;0BACC,cAAA,KAACJ;oBAAImI,IAAI;wBAAE+F,IAAI;oBAAE;8BACf,cAAA,KAAC7L;wBAAgB8C,OAAOyI;wBAASlF,UAAUiF;wBAAQlK,QAAQA;wBAAQ2G,MAAK;;;;0BAG5E,MAACjK;;kCACC,KAACF;wBAAOyJ,SAASqD;kCAAU;;kCAC3B,KAAC9M;wBAAOoH,SAAQ;wBAAYqC,SAAS,IAAMsD,SAASY;kCACjD;;;;;;AAKX;AACAd,kBAAkBM,WAAW,GAAG;AAEhC,eAAevK,gBAAe"}
1
+ {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/leads-section.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 { ConsolePluginPageProps, CrmLeadFields, CrmLeadStatus } from '@aglyn/aglyn'\nimport {\n mdiAccountArrowRight,\n mdiAccountCancelOutline,\n mdiAccountConvertOutline,\n mdiAccountTieOutline,\n} from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n type OrgMemberOptions,\n useOrgMemberOptions,\n} from '../hooks/use-org-member-options'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport { useOrgLeads } from '../hooks/use-org-leads'\nimport CrmViewsControl from './crm-views-control'\nimport RowActionsMenu from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n useFirestore,\n useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport {\n Alert,\n Box,\n Button,\n Dialog,\n DialogActions,\n DialogContent,\n DialogTitle,\n FormControl,\n InputLabel,\n MenuItem,\n Select,\n Stack,\n Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport {\n collection,\n deleteField,\n doc,\n limit,\n orderBy,\n query,\n serverTimestamp,\n updateDoc,\n} from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useId, useMemo, useState } from 'react'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n LEAD_FILTER_LABELS,\n LEAD_FILTERS,\n type LeadFilter,\n leadMatchesFilter,\n} from '../model/lead-filters'\nimport { type LeadCsvOptions, leadsCsv } from '../model/leads-csv'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport { leadSourceLabel, leadSources, leadTimeLabel } from './lead-history-card'\nimport { LeadImportButton } from './lead-import-drawer'\nimport NewLeadDrawer, { type NewLeadValues } from './new-lead-drawer'\nimport { useCrmApi } from './use-crm-api'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { CONVERT_PENDING_ERASURE_REASON } from './lead-properties-card'\nimport { LeadStatusChip } from './lead-status-chip'\nimport LeadSurfacesNote from './lead-surfaces-note'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport LeadsBulkBar from './leads-bulk-bar'\nimport OrgLeadSurfacesNote from './org-lead-surfaces-note'\n\n/**\n * How many leads the section reads: the newest by last seen, plus one probe\n * row so \"there are more\" is a fact rather than a guess at the boundary.\n *\n * A CEILING and a client-side filter rather than a paged status query, and\n * the reason is the lead documents themselves. Every lead the capture door\n * writes carries NO `status` — the field exists only once somebody in the\n * CRM has touched the lead — and Firestore cannot select documents by a\n * field's absence: `where('status','in',[…])`, `!=` and `not-in` all skip a\n * document without the field. A server-side \"open leads\" query would\n * therefore hide every lead nobody has worked yet, which is the entire\n * population the section exists to show on the day it ships. So the query\n * is the one order every lead can satisfy (`lastSeenAtMs`, stamped on every\n * capture), and the status filter narrows the loaded window — said out loud\n * beneath the table whenever the window is not the whole collection.\n *\n * The window is then PAGED in memory under the shared footer, the way the\n * workspace pickers page a slice of a window they cannot re-key: the rows\n * are already in the snapshot, so turning a page costs nothing, and the\n * footer's count is exact because it counts the filtered window rather than\n * a collection nobody has measured.\n */\nconst LEADS_WINDOW = 200\n\n/**\n * One row of the list. `$id` keys the grid — the document id under a site,\n * `{hostId}/{leadId}` at the organization level, where a lead's id is a\n * person key the same on every site that met the person — and `leadId`\n * and `hostId` say which document, under which site, a write or a link\n * names.\n */\ntype LeadRow = Record<string, unknown> &\n CrmLeadFields & { $id: string; leadId: string; hostId: string }\n\n/**\n * `/crm/leads` — the people a site has met but not yet qualified (AGL-2608).\n *\n * A section of its own, the way Salesforce keeps Leads apart from Contacts:\n * a lead is a capture — a form, a booking, a sign-up — that somebody has\n * still to work, and it converts into a contact, a company and a deal when\n * it is real. Reads `hosts/{hostId}/leads`, host-scoped by path, so there is\n * no `visibleTo` filter; the Firestore rules admit any member of the site to\n * read it and an admin, editor or author to update it, which is what makes\n * the inline status and owner changes client-direct writes.\n *\n * At the ORGANIZATION level (AGL-2630) there is no one site to read: the\n * section opens the same query under every site the org has (`useOrgLeads`)\n * and lists the merged window with a Site column, every row naming the site\n * its writes and its link go to. The per-site notes — which of a site's\n * forms file a lead — belong to a site's own hub and are not drawn here.\n */\nexport function CrmLeadsSection(props: ConsolePluginPageProps) {\n const { hostId, org, basePath } = props\n const firestore = useFirestore()\n const router = useRouter()\n const { enqueueSnackbar } = useSnackbar()\n const { orgId, createHostId } = useCrmScope({ hostId, org })\n const mount = useCrmOrgMount()\n const roster = useOrgMemberOptions(orgId)\n const routes = crmRoutes(basePath ?? '')\n\n // Under a site: the site's own window, rows keyed by document id.\n const site = useFirestoreCollection<Record<string, unknown> & CrmLeadFields & { $id: string }>(\n () =>\n hostId\n ? query(\n collection(firestore, 'hosts', hostId, 'leads'),\n orderBy('lastSeenAtMs', 'desc'),\n limit(LEADS_WINDOW + 1),\n )\n : null,\n [firestore, hostId],\n { idField: '$id' },\n )\n // At the organization level: every site's window, merged.\n const orgHostIds = useMemo(\n () => (hostId ? [] : (mount?.hosts ?? []).map((host) => host.id)),\n [hostId, mount?.hosts],\n )\n const orgLeads = useOrgLeads({ hostIds: orgHostIds, windowSize: LEADS_WINDOW })\n const leadDocs = useMemo<LeadRow[]>(\n () =>\n hostId\n ? site.data.map((row) => ({ ...row, leadId: row.$id, hostId }))\n : orgLeads.data,\n [hostId, site.data, orgLeads.data],\n )\n const status = hostId\n ? site.status\n : mount?.hostsReady && !orgHostIds.length\n ? 'success'\n : orgLeads.status\n const truncated = hostId ? leadDocs.length > LEADS_WINDOW : orgLeads.truncated\n const window = useMemo(() => leadDocs.slice(0, LEADS_WINDOW), [leadDocs])\n\n /*\n * The `Show` filter is the saved VIEW'S (AGL-2617): a saved view of leads\n * holds the status beside the columns and the sort, and the select below\n * writes into it. Unset reads as `open`, which is what the section opened\n * on before views existed and the one reading a query cannot express.\n */\n const views = useCrmSavedView({\n section: 'leads',\n hostId,\n org: props.org,\n basePath: basePath ?? '',\n })\n const filter: LeadFilter = useMemo(() => {\n const value = views.state.filters.find((clause) => clause.field === 'status')?.value\n return (LEAD_FILTERS as readonly string[]).includes(value ?? '')\n ? (value as LeadFilter)\n : 'open'\n }, [views.state.filters])\n const setFilter = useCallback(\n (next: LeadFilter) =>\n views.setFilters(\n next === 'open' ? [] : [{ field: 'status', op: 'equals', value: next }],\n ),\n [views.setFilters],\n )\n // The label's id, so the filter's combobox is named \"Show\" rather than\n // after the option it shows — see `LeadOwnerSelect`.\n const filterLabelId = useId()\n const rows = useMemo(\n () => window.filter((lead) => leadMatchesFilter(lead, filter)),\n [window, filter],\n )\n const [page, setPage] = useState(0)\n const [pageSize, setPageSize] = useState(TABLE_PAGE_SIZE_DEFAULT)\n // A new filter starts on page one: page three of the open leads is not a\n // page of the unqualified ones, and an out-of-range page renders empty.\n useEffect(() => {\n setPage(0)\n }, [filter])\n const pageRows = useMemo(\n () => rows.slice(page * pageSize, (page + 1) * pageSize),\n [rows, page, pageSize],\n )\n\n /*\n * The ticked rows, for the bulk bar (AGL-2662). Cleared when the filter\n * changes: a selection made on the open leads is not a selection of the\n * unqualified ones, and the bar's count would be over rows no longer\n * listed.\n */\n const [selectedIds, setSelectedIds] = useState<string[]>([])\n useEffect(() => setSelectedIds([]), [filter])\n // How the file names the owner and, at the org level, the site.\n const csvOptions: LeadCsvOptions = useMemo(\n () => ({\n ownerEmail: roster.emailFor,\n ...(hostId ? {} : { siteName: (id: string) => mount?.siteName(id) }),\n }),\n [roster.emailFor, hostId, mount],\n )\n // The listed window — every row the filter admits, not just the page.\n const handleExport = useCallback(() => {\n downloadTextFile('leads.csv', 'text/csv', leadsCsv(rows, csvOptions))\n }, [rows, csvOptions])\n\n const [assigning, setAssigning] = useState<LeadRow | null>(null)\n const [unqualifying, setUnqualifying] = useState<LeadRow | null>(null)\n // The row whose conversion dialog is open (AGL-2641) — the same dialog\n // the lead's page opens, fed the row so the list is one click shorter.\n const [converting, setConverting] = useState<LeadRow | null>(null)\n\n /*==========================================\n * NEW LEAD (AGL-3231) — Salesforce's New Lead, in a drawer over the\n * list. The route files the lead through the one lead door under the\n * mounted site, or at the organization level under the site the drawer's\n * picker named; the drawer holds its submit until one is known. It makes\n * a lead and nothing else — the conversion is what makes the contact.\n *=========================================*/\n const crmApi = useCrmApi(createHostId)\n const [createOpen, setCreateOpen] = useState(false)\n const [createBusy, setCreateBusy] = useState(false)\n const [createError, setCreateError] = useState<string | null>(null)\n const handleCreate = useCallback(\n async (values: NewLeadValues) => {\n setCreateBusy(true)\n setCreateError(null)\n try {\n const { response, payload } = await crmApi('leads-create', {\n email: values.email,\n ...(values.name ? { name: values.name } : {}),\n ...(values.company ? { company: values.company } : {}),\n ...(values.jobTitle ? { jobTitle: values.jobTitle } : {}),\n ...(values.phone ? { phone: values.phone } : {}),\n ...(values.website ? { website: values.website } : {}),\n ...(values.leadSource ? { leadSource: values.leadSource } : {}),\n ...(values.address ? { address: values.address } : {}),\n ...(values.tags.length ? { tags: values.tags } : {}),\n ...(values.ownerUid ? { ownerUid: values.ownerUid } : {}),\n ...(values.notes ? { notes: values.notes } : {}),\n status: values.status,\n })\n if (!response.ok) {\n // The route's own sentence, shown above the form unchanged.\n setCreateError(String(payload['error'] ?? 'The lead could not be added.'))\n return\n }\n // The activity entry is the route's: it verified the caller and\n // performed the write.\n enqueueSnackbar(\n payload['created']\n ? 'Lead added'\n : 'This site already held a lead for that address — it was updated',\n { variant: 'success', persist: false },\n )\n setCreateOpen(false)\n } catch (error) {\n console.error(error)\n setCreateError('The lead could not be added.')\n } finally {\n setCreateBusy(false)\n }\n },\n [crmApi, enqueueSnackbar],\n )\n\n const writeLead = useCallback(\n async (lead: LeadRow, fields: Record<string, unknown>, done: string) => {\n try {\n await updateDoc(doc(firestore, 'hosts', lead.hostId, 'leads', lead.leadId), {\n ...fields,\n updatedAt: serverTimestamp(),\n })\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 [firestore, enqueueSnackbar],\n )\n\n const columns = useMemo<GridColDef[]>(\n () => [\n {\n field: 'name',\n headerName: 'Lead',\n flex: 1.4,\n minWidth: 160,\n valueGetter: (_value, row: LeadRow) => String(row['name'] || row['email'] || ''),\n renderCell: ({ row }: { row: LeadRow }) => (\n <Stack spacing={0} sx={{ minWidth: 0, justifyContent: 'center', height: '100%' }}>\n <Typography variant=\"body2\" noWrap>\n {String(row['name'] || row['email'] || row.$id)}\n </Typography>\n {row['name'] ? (\n <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n {String(row['email'] ?? '')}\n </Typography>\n ) : null}\n </Stack>\n ),\n },\n // The lead's own profile (AGL-3231): the two facts a work queue is\n // scanned by, beside the person.\n {\n field: 'company',\n headerName: 'Company',\n flex: 1,\n minWidth: 140,\n valueGetter: (_value, row: LeadRow) => String(row.company ?? ''),\n },\n {\n field: 'jobTitle',\n headerName: 'Title',\n flex: 0.9,\n minWidth: 130,\n valueGetter: (_value, row: LeadRow) => String(row.jobTitle ?? ''),\n },\n {\n field: 'status',\n headerName: 'Status',\n flex: 0.9,\n minWidth: 150,\n valueGetter: (_value, row: LeadRow) => Aglyn.crmLeadStatus(row),\n renderCell: ({ row }: { row: LeadRow }) => (\n <InlineStatus\n lead={row}\n onChange={(next) => {\n if (next === 'unqualified') {\n setUnqualifying(row)\n return\n }\n void writeLead(\n row,\n {\n status: next,\n ...(Aglyn.crmLeadStatus(row) === 'unqualified'\n ? { unqualifiedReason: deleteField() }\n : {}),\n },\n 'Status updated',\n )\n }}\n />\n ),\n },\n {\n field: 'ownerUid',\n headerName: 'Owner',\n flex: 1,\n minWidth: 140,\n valueGetter: (_value, row: LeadRow) =>\n row.ownerUid ? roster.labelFor(row.ownerUid) : 'Unassigned',\n },\n // Only at the organization level, where a row can be any site's.\n ...(hostId\n ? []\n : [\n {\n field: 'hostId',\n headerName: 'Site',\n flex: 0.9,\n minWidth: 140,\n valueGetter: (_value: unknown, row: LeadRow) =>\n mount?.siteName(row.hostId) ?? row.hostId,\n } satisfies GridColDef,\n ]),\n {\n field: 'sources',\n headerName: 'Source',\n flex: 1,\n minWidth: 140,\n valueGetter: (_value, row: LeadRow) =>\n leadSources(row).map(leadSourceLabel).join(', '),\n },\n {\n field: 'tags',\n headerName: 'Tags',\n flex: 0.9,\n minWidth: 140,\n valueGetter: (_value, row: LeadRow) => (row.tags ?? []).join(', '),\n },\n {\n field: 'lastSeenAtMs',\n headerName: 'Last seen',\n flex: 0.9,\n minWidth: 160,\n valueGetter: (_value, row: LeadRow) =>\n leadTimeLabel(row['lastSeenAtMs'] ?? row['createdAt']),\n },\n {\n field: 'actions',\n headerName: '',\n width: 56,\n sortable: false,\n filterable: false,\n disableColumnMenu: true,\n renderCell: ({ row }: { row: LeadRow }) => {\n /*\n * Why Convert is refused, in the order the lead's page refuses it:\n * a converted lead has its contact already, a closed one was\n * judged not real, and a person with an erasure pending must not\n * be captured again — a conversion is a capture (AGL-2623).\n */\n const converted = Boolean(row.convertedContactId)\n const erasurePending = Aglyn.readErasureRequestedAtMs(row) !== null\n const convertRefusal = converted\n ? 'This lead was converted'\n : !Aglyn.isCrmLeadOpen(row)\n ? 'This lead was unqualified'\n : erasurePending\n ? CONVERT_PENDING_ERASURE_REASON\n : null\n return (\n <Box\n onClick={(event) => event.stopPropagation()}\n sx={{ display: 'flex', alignItems: 'center', height: '100%' }}\n >\n <RowActionsMenu\n label={String(row['email'] ?? row.$id)}\n items={[\n {\n key: 'open',\n label: 'Open lead',\n icon: <MdiIcon path={mdiAccountArrowRight.path} size={0.8} />,\n href: routes.lead(row.leadId, hostId ? null : row.hostId),\n },\n {\n key: 'convert',\n label: 'Convert…',\n icon: <MdiIcon path={mdiAccountConvertOutline.path} size={0.8} />,\n onClick: () => setConverting(row),\n disabled: convertRefusal !== null,\n disabledReason: convertRefusal ?? undefined,\n },\n {\n key: 'assign',\n label: 'Assign owner',\n icon: <MdiIcon path={mdiAccountTieOutline.path} size={0.8} />,\n onClick: () => setAssigning(row),\n },\n {\n key: 'unqualify',\n label: 'Unqualify',\n icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n onClick: () => setUnqualifying(row),\n disabled: !Aglyn.isCrmLeadOpen(row) || Boolean(row.convertedContactId),\n disabledReason: row.convertedContactId\n ? 'This lead was converted'\n : 'This lead is already closed',\n },\n ]}\n />\n </Box>\n )\n },\n },\n ],\n [roster, routes, writeLead, hostId, mount],\n )\n /* The column and sort models are the view's (AGL-2617). */\n const grid = useCrmViewGrid(views, columns)\n\n return (\n <>\n <CardDisplay\n header={'Leads'}\n help={Aglyn.pluginDocsHelp('contacts', { anchor: '#whats-in-the-crm-area' })}\n actions={\n <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n {/* The saved view this list is showing, beside the status it narrows to (AGL-2617). */}\n <CrmViewsControl controller={views} allLabel=\"All leads\" />\n <FormControl size=\"small\" sx={{ minWidth: 160 }}>\n <InputLabel id={filterLabelId}>{'Show'}</InputLabel>\n <Select\n labelId={filterLabelId}\n label=\"Show\"\n value={filter}\n onChange={(event) => setFilter(event.target.value as LeadFilter)}\n >\n {LEAD_FILTERS.map((option) => (\n <MenuItem key={option} value={option}>\n {LEAD_FILTER_LABELS[option]}\n </MenuItem>\n ))}\n </Select>\n </FormControl>\n <LeadImportButton hostId={hostId} />\n <Button size=\"small\" onClick={handleExport} disabled={!rows.length}>\n {'Export CSV'}\n </Button>\n <Button size=\"small\" variant=\"contained\" onClick={() => setCreateOpen(true)}>\n {'New lead'}\n </Button>\n </Stack>\n }\n contentGutterX\n contentGutterY\n >\n <Stack spacing={2}>\n {/* Which surfaces file a lead, by name (AGL-2612) — under a site its own, at the org level every site's (AGL-2638). */}\n {hostId ? <LeadSurfacesNote hostId={hostId} /> : <OrgLeadSurfacesNote />}\n {status === 'success' && window.length === 0 ? (\n <EmptyStateComponent\n label={'No leads yet'}\n 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.'}\n />\n ) : status === 'success' && rows.length === 0 ? (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {`No ${LEAD_FILTER_LABELS[filter].toLowerCase()} leads among the ` +\n `${window.length.toLocaleString()} most recently seen.`}\n </Typography>\n ) : (\n <>\n <LeadsBulkBar\n rows={rows}\n selected={selectedIds}\n onSelectedChange={setSelectedIds}\n roster={roster}\n csv={csvOptions}\n orgId={orgId}\n hostId={hostId}\n />\n <CrmColumnOrderProvider value={grid.columnOrder}>\n <ListTable\n rows={pageRows}\n columns={grid.columns}\n slots={CRM_LIST_SLOTS}\n selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n loading={status === 'loading'}\n onOpen={(_id, row: LeadRow) =>\n router.push(routes.lead(row.leadId, hostId ? null : row.hostId))\n }\n // Columns and sort are the view's, controlled (AGL-2617).\n columnVisibilityModel={grid.columnVisibilityModel}\n onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n sortModel={grid.sortModel}\n onSortModelChange={grid.onSortModelChange}\n // Paged by the footer below, so the grid must not also slice.\n hideFooter\n />\n </CrmColumnOrderProvider>\n <ListPagination\n page={page}\n pageSize={pageSize}\n rowCount={pageRows.length}\n count={rows.length}\n onPageChange={setPage}\n onPageSizeChange={setPageSize}\n />\n </>\n )}\n {truncated ? (\n <Alert severity=\"info\">\n {`Showing the ${LEADS_WINDOW.toLocaleString()} most recently seen ` +\n 'leads. The status filter narrows these; older leads are still ' +\n 'listed in the Inbox and reached by campaign audiences.'}\n </Alert>\n ) : null}\n </Stack>\n </CardDisplay>\n <NewLeadDrawer\n open={createOpen}\n onClose={() => setCreateOpen(false)}\n hostId={hostId ?? null}\n org={org as Record<string, unknown> | undefined}\n busy={createBusy}\n error={createError}\n roster={roster}\n onSubmit={(values) => void handleCreate(values)}\n />\n <AssignOwnerDialog\n lead={assigning}\n roster={roster}\n onClose={() => setAssigning(null)}\n onAssign={(uid) => {\n if (!assigning) return\n void writeLead(\n assigning,\n { ownerUid: uid || deleteField() },\n uid ? 'Owner assigned' : 'Owner cleared',\n )\n setAssigning(null)\n }}\n />\n <LeadUnqualifyDialog\n open={Boolean(unqualifying)}\n onClose={() => setUnqualifying(null)}\n hostId={unqualifying?.hostId ?? hostId ?? ''}\n leadId={unqualifying?.leadId ?? ''}\n leadLabel={String(unqualifying?.['name'] || unqualifying?.['email'] || '')}\n />\n {/* The row's site, not the mounted one: at the organization level a\n lead is its own site's record, and the conversion is that site's\n capture (AGL-2641). Under a site the two are the same. */}\n <LeadConvertDialog\n open={Boolean(converting)}\n onClose={() => setConverting(null)}\n hostId={converting?.hostId ?? hostId ?? ''}\n orgId={orgId}\n org={org as Record<string, unknown> | undefined}\n leadId={converting?.leadId ?? ''}\n lead={converting ?? {}}\n basePath={basePath ?? ''}\n roster={roster}\n />\n </>\n )\n}\nCrmLeadsSection.displayName = 'CrmLeadsSection'\n\n/**\n * The status, editable in place for a lead that is still open.\n *\n * A converted lead shows the chip alone: its status IS the conversion, and\n * the route stamped it. The select stops its click from reaching the row, or\n * every status change would also open the record.\n */\nfunction InlineStatus(props: {\n lead: LeadRow\n onChange: (next: CrmLeadStatus) => void\n}) {\n const { lead, onChange } = props\n if (lead.convertedContactId) {\n return (\n <Box sx={{ display: 'flex', alignItems: 'center', height: '100%' }}>\n <LeadStatusChip lead={lead} />\n </Box>\n )\n }\n const status = Aglyn.crmLeadStatus(lead)\n return (\n <Box\n onClick={(event) => event.stopPropagation()}\n sx={{ display: 'flex', alignItems: 'center', height: '100%', width: '100%' }}\n >\n <Select\n size=\"small\"\n variant=\"standard\"\n disableUnderline\n value={status}\n onChange={(event) => onChange(event.target.value as CrmLeadStatus)}\n renderValue={() => <LeadStatusChip lead={lead} />}\n sx={{ width: '100%' }}\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\">{`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}</MenuItem>\n </Select>\n </Box>\n )\n}\nInlineStatus.displayName = 'InlineStatus'\n\n/** Hand a lead to a team member. */\nfunction AssignOwnerDialog(props: {\n lead: LeadRow | null\n roster: OrgMemberOptions\n onClose: () => void\n onAssign: (uid: string) => void\n}) {\n const { lead, roster, onClose, onAssign } = props\n const [uid, setUid] = useState<string | null>(null)\n const current = uid ?? String(lead?.ownerUid ?? '')\n return (\n <Dialog\n open={Boolean(lead)}\n onClose={onClose}\n maxWidth=\"xs\"\n fullWidth\n slotProps={{ transition: { onExited: () => setUid(null) } }}\n >\n <DialogTitle>{`Assign ${String(lead?.['name'] || lead?.['email'] || 'lead')}`}</DialogTitle>\n <DialogContent>\n <Box sx={{ pt: 1 }}>\n <LeadOwnerSelect value={current} onChange={setUid} roster={roster} size=\"medium\" />\n </Box>\n </DialogContent>\n <DialogActions>\n <Button onClick={onClose}>{'Cancel'}</Button>\n <Button variant=\"contained\" onClick={() => onAssign(current)}>\n {'Assign'}\n </Button>\n </DialogActions>\n </Dialog>\n )\n}\nAssignOwnerDialog.displayName = 'AssignOwnerDialog'\n\nexport default CrmLeadsSection\n"],"names":["Aglyn","mdiAccountArrowRight","mdiAccountCancelOutline","mdiAccountConvertOutline","mdiAccountTieOutline","CardDisplay","MdiIcon","ListPagination","ListTable","useOrgMemberOptions","useCrmOrgMount","useCrmSavedView","useCrmScope","useCrmViewGrid","CRM_LIST_SLOTS","CrmColumnOrderProvider","useOrgLeads","CrmViewsControl","RowActionsMenu","TABLE_PAGE_SIZE_DEFAULT","EmptyStateComponent","useSnackbar","useFirestore","useFirestoreCollection","Alert","Box","Button","Dialog","DialogActions","DialogContent","DialogTitle","FormControl","InputLabel","MenuItem","Select","Stack","Typography","collection","deleteField","doc","limit","orderBy","query","serverTimestamp","updateDoc","useRouter","useCallback","useEffect","useId","useMemo","useState","downloadTextFile","crmRoutes","LEAD_FILTER_LABELS","LEAD_FILTERS","leadMatchesFilter","leadsCsv","LeadConvertDialog","leadSourceLabel","leadSources","leadTimeLabel","LeadImportButton","NewLeadDrawer","useCrmApi","LeadOwnerSelect","CONVERT_PENDING_ERASURE_REASON","LeadStatusChip","LeadSurfacesNote","LeadUnqualifyDialog","LeadsBulkBar","OrgLeadSurfacesNote","LEADS_WINDOW","CrmLeadsSection","props","unqualifying","converting","hostId","org","basePath","firestore","router","enqueueSnackbar","orgId","createHostId","mount","roster","routes","site","idField","orgHostIds","hosts","map","host","id","orgLeads","hostIds","windowSize","leadDocs","data","row","leadId","$id","status","hostsReady","length","truncated","window","slice","views","section","filter","value","state","filters","find","clause","field","includes","setFilter","next","setFilters","op","filterLabelId","rows","lead","page","setPage","pageSize","setPageSize","pageRows","selectedIds","setSelectedIds","csvOptions","ownerEmail","emailFor","siteName","handleExport","assigning","setAssigning","setUnqualifying","setConverting","crmApi","createOpen","setCreateOpen","createBusy","setCreateBusy","createError","setCreateError","handleCreate","values","response","payload","email","name","company","jobTitle","phone","website","leadSource","address","tags","ownerUid","notes","ok","String","variant","persist","error","console","writeLead","fields","done","updatedAt","Error","message","columns","headerName","flex","minWidth","valueGetter","_value","renderCell","spacing","sx","justifyContent","height","noWrap","color","crmLeadStatus","InlineStatus","onChange","unqualifiedReason","labelFor","join","width","sortable","filterable","disableColumnMenu","converted","Boolean","convertedContactId","erasurePending","readErasureRequestedAtMs","convertRefusal","isCrmLeadOpen","onClick","event","stopPropagation","display","alignItems","label","items","key","icon","path","size","href","disabled","disabledReason","undefined","grid","header","help","pluginDocsHelp","anchor","actions","direction","controller","allLabel","labelId","target","option","contentGutterX","contentGutterY","description","toLowerCase","toLocaleString","selected","onSelectedChange","csv","columnOrder","slots","selectable","loading","onOpen","_id","push","columnVisibilityModel","onColumnVisibilityModelChange","sortModel","onSortModelChange","hideFooter","rowCount","count","onPageChange","onPageSizeChange","severity","open","onClose","busy","onSubmit","AssignOwnerDialog","onAssign","uid","leadLabel","displayName","disableUnderline","renderValue","CRM_LEAD_STATUS_LABELS","new","working","unqualified","setUid","current","maxWidth","fullWidth","slotProps","transition","onExited","pt"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,YAAYA,WAAW,eAAc;AAErC,SACEC,oBAAoB,EACpBC,uBAAuB,EACvBC,wBAAwB,EACxBC,oBAAoB,QACf,yBAAwB;AAC/B,SAASC,WAAW,EAAEC,OAAO,QAAQ,uBAAsB;AAC3D,SAASC,cAAc,QAAQ,4DAA2D;AAC1F,SAASC,SAAS,QAAQ,uDAAsD;AAChF,SAEEC,mBAAmB,QACd,qCAAiC;AACxC,SAASC,cAAc,QAAQ,gCAA4B;AAC3D,SAASC,eAAe,QAAQ,iCAA6B;AAC7D,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,cAAc,QAAQ,gCAA4B;AAC3D,SAASC,cAAc,EAAEC,sBAAsB,QAAQ,uBAAmB;AAC1E,SAASC,WAAW,QAAQ,4BAAwB;AACpD,OAAOC,qBAAqB,yBAAqB;AACjD,OAAOC,oBAAoB,6DAA4D;AACvF,SAASC,uBAAuB,QAAQ,8CAA6C;AACrF,OAAOC,yBAAyB,wDAAuD;AACvF,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SACEC,YAAY,EACZC,sBAAsB,QACjB,iCAAgC;AACvC,SACEC,KAAK,EACLC,GAAG,EACHC,MAAM,EACNC,MAAM,EACNC,aAAa,EACbC,aAAa,EACbC,WAAW,EACXC,WAAW,EACXC,UAAU,EACVC,QAAQ,EACRC,MAAM,EACNC,KAAK,EACLC,UAAU,QACL,gBAAe;AAEtB,SACEC,UAAU,EACVC,WAAW,EACXC,GAAG,EACHC,KAAK,EACLC,OAAO,EACPC,KAAK,EACLC,eAAe,EACfC,SAAS,QACJ,qBAAoB;AAC3B,SAASC,SAAS,QAAQ,kBAAiB;AAC3C,SAASC,WAAW,EAAEC,SAAS,EAAEC,KAAK,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACxE,SAASC,gBAAgB,QAAQ,2BAAuB;AACxD,SAASC,SAAS,QAAQ,yBAAqB;AAC/C,SACEC,kBAAkB,EAClBC,YAAY,EAEZC,iBAAiB,QACZ,2BAAuB;AAC9B,SAA8BC,QAAQ,QAAQ,wBAAoB;AAClE,SAASC,iBAAiB,QAAQ,2BAAuB;AACzD,SAASC,eAAe,EAAEC,WAAW,EAAEC,aAAa,QAAQ,yBAAqB;AACjF,SAASC,gBAAgB,QAAQ,0BAAsB;AACvD,OAAOC,mBAA2C,uBAAmB;AACrE,SAASC,SAAS,QAAQ,mBAAe;AACzC,SAASC,eAAe,QAAQ,yBAAqB;AACrD,SAASC,8BAA8B,QAAQ,4BAAwB;AACvE,SAASC,cAAc,QAAQ,wBAAoB;AACnD,OAAOC,sBAAsB,0BAAsB;AACnD,SAASC,mBAAmB,QAAQ,6BAAyB;AAC7D,OAAOC,kBAAkB,sBAAkB;AAC3C,OAAOC,yBAAyB,8BAA0B;AAE1D;;;;;;;;;;;;;;;;;;;;;CAqBC,GACD,MAAMC,eAAe;AAYrB;;;;;;;;;;;;;;;;CAgBC,GACD,OAAO,SAASC,gBAAgBC,KAA6B;QA8e7CC,oBAUAC;IAvfd,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQ,EAAE,GAAGL;IAClC,MAAMM,YAAYzD;IAClB,MAAM0D,SAASnC;IACf,MAAM,EAAEoC,eAAe,EAAE,GAAG5D;IAC5B,MAAM,EAAE6D,KAAK,EAAEC,YAAY,EAAE,GAAGvE,YAAY;QAAEgE;QAAQC;IAAI;IAC1D,MAAMO,QAAQ1E;IACd,MAAM2E,SAAS5E,oBAAoByE;IACnC,MAAMI,SAASlC,UAAU0B,mBAAAA,WAAY;IAErC,kEAAkE;IAClE,MAAMS,OAAOhE,uBACX,IACEqD,SACIlC,MACEL,WAAW0C,WAAW,SAASH,QAAQ,UACvCnC,QAAQ,gBAAgB,SACxBD,MAAM+B,eAAe,MAEvB,MACN;QAACQ;QAAWH;KAAO,EACnB;QAAEY,SAAS;IAAM;IAEnB,0DAA0D;IAC1D,MAAMC,aAAaxC,QACjB;;eAAO2B,SAAS,EAAE,GAAG,SAACQ,yBAAAA,MAAOM,KAAK,mBAAI,EAAE,EAAEC,GAAG,CAAC,CAACC,OAASA,KAAKC,EAAE;OAC/D;QAACjB;QAAQQ,yBAAAA,MAAOM,KAAK;KAAC;IAExB,MAAMI,WAAW9E,YAAY;QAAE+E,SAASN;QAAYO,YAAYzB;IAAa;IAC7E,MAAM0B,WAAWhD,QACf,IACE2B,SACIW,KAAKW,IAAI,CAACP,GAAG,CAAC,CAACQ,MAAS,aAAKA;gBAAKC,QAAQD,IAAIE,GAAG;gBAAEzB;kBACnDkB,SAASI,IAAI,EACnB;QAACtB;QAAQW,KAAKW,IAAI;QAAEJ,SAASI,IAAI;KAAC;IAEpC,MAAMI,SAAS1B,SACXW,KAAKe,MAAM,GACXlB,CAAAA,yBAAAA,MAAOmB,UAAU,KAAI,CAACd,WAAWe,MAAM,GACrC,YACAV,SAASQ,MAAM;IACrB,MAAMG,YAAY7B,SAASqB,SAASO,MAAM,GAAGjC,eAAeuB,SAASW,SAAS;IAC9E,MAAMC,SAASzD,QAAQ,IAAMgD,SAASU,KAAK,CAAC,GAAGpC,eAAe;QAAC0B;KAAS;IAExE;;;;;GAKC,GACD,MAAMW,QAAQjG,gBAAgB;QAC5BkG,SAAS;QACTjC;QACAC,KAAKJ,MAAMI,GAAG;QACdC,QAAQ,EAAEA,mBAAAA,WAAY;IACxB;IACA,MAAMgC,SAAqB7D,QAAQ;YACnB2D;QAAd,MAAMG,SAAQH,4BAAAA,MAAMI,KAAK,CAACC,OAAO,CAACC,IAAI,CAAC,CAACC,SAAWA,OAAOC,KAAK,KAAK,8BAAtDR,0BAAiEG,KAAK;QACpF,OAAO,AAACzD,aAAmC+D,QAAQ,CAACN,gBAAAA,QAAS,MACxDA,QACD;IACN,GAAG;QAACH,MAAMI,KAAK,CAACC,OAAO;KAAC;IACxB,MAAMK,YAAYxE,YAChB,CAACyE,OACCX,MAAMY,UAAU,CACdD,SAAS,SAAS,EAAE,GAAG;YAAC;gBAAEH,OAAO;gBAAUK,IAAI;gBAAUV,OAAOQ;YAAK;SAAE,GAE3E;QAACX,MAAMY,UAAU;KAAC;IAEpB,uEAAuE;IACvE,qDAAqD;IACrD,MAAME,gBAAgB1E;IACtB,MAAM2E,OAAO1E,QACX,IAAMyD,OAAOI,MAAM,CAAC,CAACc,OAASrE,kBAAkBqE,MAAMd,UACtD;QAACJ;QAAQI;KAAO;IAElB,MAAM,CAACe,MAAMC,QAAQ,GAAG5E,SAAS;IACjC,MAAM,CAAC6E,UAAUC,YAAY,GAAG9E,SAAS/B;IACzC,yEAAyE;IACzE,wEAAwE;IACxE4B,UAAU;QACR+E,QAAQ;IACV,GAAG;QAAChB;KAAO;IACX,MAAMmB,WAAWhF,QACf,IAAM0E,KAAKhB,KAAK,CAACkB,OAAOE,UAAU,AAACF,CAAAA,OAAO,CAAA,IAAKE,WAC/C;QAACJ;QAAME;QAAME;KAAS;IAGxB;;;;;GAKC,GACD,MAAM,CAACG,aAAaC,eAAe,GAAGjF,SAAmB,EAAE;IAC3DH,UAAU,IAAMoF,eAAe,EAAE,GAAG;QAACrB;KAAO;IAC5C,gEAAgE;IAChE,MAAMsB,aAA6BnF,QACjC,IAAO;YACLoF,YAAYhD,OAAOiD,QAAQ;WACvB1D,SAAS,CAAC,IAAI;YAAE2D,UAAU,CAAC1C,KAAeT,yBAAAA,MAAOmD,QAAQ,CAAC1C;QAAI,IAEpE;QAACR,OAAOiD,QAAQ;QAAE1D;QAAQQ;KAAM;IAElC,sEAAsE;IACtE,MAAMoD,eAAe1F,YAAY;QAC/BK,iBAAiB,aAAa,YAAYK,SAASmE,MAAMS;IAC3D,GAAG;QAACT;QAAMS;KAAW;IAErB,MAAM,CAACK,WAAWC,aAAa,GAAGxF,SAAyB;IAC3D,MAAM,CAACwB,cAAciE,gBAAgB,GAAGzF,SAAyB;IACjE,uEAAuE;IACvE,uEAAuE;IACvE,MAAM,CAACyB,YAAYiE,cAAc,GAAG1F,SAAyB;IAE7D;;;;;;6CAM2C,GAC3C,MAAM2F,SAAS9E,UAAUoB;IACzB,MAAM,CAAC2D,YAAYC,cAAc,GAAG7F,SAAS;IAC7C,MAAM,CAAC8F,YAAYC,cAAc,GAAG/F,SAAS;IAC7C,MAAM,CAACgG,aAAaC,eAAe,GAAGjG,SAAwB;IAC9D,MAAMkG,eAAetG,YACnB,OAAOuG;QACLJ,cAAc;QACdE,eAAe;QACf,IAAI;YACF,MAAM,EAAEG,QAAQ,EAAEC,OAAO,EAAE,GAAG,MAAMV,OAAO,gBAAgB;gBACzDW,OAAOH,OAAOG,KAAK;eACfH,OAAOI,IAAI,GAAG;gBAAEA,MAAMJ,OAAOI,IAAI;YAAC,IAAI,CAAC,GACvCJ,OAAOK,OAAO,GAAG;gBAAEA,SAASL,OAAOK,OAAO;YAAC,IAAI,CAAC,GAChDL,OAAOM,QAAQ,GAAG;gBAAEA,UAAUN,OAAOM,QAAQ;YAAC,IAAI,CAAC,GACnDN,OAAOO,KAAK,GAAG;gBAAEA,OAAOP,OAAOO,KAAK;YAAC,IAAI,CAAC,GAC1CP,OAAOQ,OAAO,GAAG;gBAAEA,SAASR,OAAOQ,OAAO;YAAC,IAAI,CAAC,GAChDR,OAAOS,UAAU,GAAG;gBAAEA,YAAYT,OAAOS,UAAU;YAAC,IAAI,CAAC,GACzDT,OAAOU,OAAO,GAAG;gBAAEA,SAASV,OAAOU,OAAO;YAAC,IAAI,CAAC,GAChDV,OAAOW,IAAI,CAACxD,MAAM,GAAG;gBAAEwD,MAAMX,OAAOW,IAAI;YAAC,IAAI,CAAC,GAC9CX,OAAOY,QAAQ,GAAG;gBAAEA,UAAUZ,OAAOY,QAAQ;YAAC,IAAI,CAAC,GACnDZ,OAAOa,KAAK,GAAG;gBAAEA,OAAOb,OAAOa,KAAK;YAAC,IAAI,CAAC;gBAC9C5D,QAAQ+C,OAAO/C,MAAM;;YAEvB,IAAI,CAACgD,SAASa,EAAE,EAAE;oBAEMZ;gBADtB,4DAA4D;gBAC5DJ,eAAeiB,QAAOb,iBAAAA,OAAO,CAAC,QAAQ,YAAhBA,iBAAoB;gBAC1C;YACF;YACA,gEAAgE;YAChE,uBAAuB;YACvBtE,gBACEsE,OAAO,CAAC,UAAU,GACd,eACA,mEACJ;gBAAEc,SAAS;gBAAWC,SAAS;YAAM;YAEvCvB,cAAc;QAChB,EAAE,OAAOwB,OAAO;YACdC,QAAQD,KAAK,CAACA;YACdpB,eAAe;QACjB,SAAU;YACRF,cAAc;QAChB;IACF,GACA;QAACJ;QAAQ5D;KAAgB;IAG3B,MAAMwF,YAAY3H,YAChB,OAAO8E,MAAe8C,QAAiCC;QACrD,IAAI;YACF,MAAM/H,UAAUL,IAAIwC,WAAW,SAAS6C,KAAKhD,MAAM,EAAE,SAASgD,KAAKxB,MAAM,GAAG,aACvEsE;gBACHE,WAAWjI;;YAEbsC,gBAAgB0F,MAAM;gBAAEN,SAAS;gBAAWC,SAAS;YAAM;QAC7D,EAAE,OAAOC,OAAO;YACdtF,gBACEsF,iBAAiBM,QAAQN,MAAMO,OAAO,GAAG,kCACzC;gBAAET,SAAS;YAAQ;QAEvB;IACF,GACA;QAACtF;QAAWE;KAAgB;IAG9B,MAAM8F,UAAU9H,QACd,IAAM;YACJ;gBACEmE,OAAO;gBACP4D,YAAY;gBACZC,MAAM;gBACNC,UAAU;gBACVC,aAAa,CAACC,QAAQjF,MAAiBiE,OAAOjE,GAAG,CAAC,OAAO,IAAIA,GAAG,CAAC,QAAQ,IAAI;gBAC7EkF,YAAY,CAAC,EAAElF,GAAG,EAAoB;wBAOtBA;yCANd,MAAChE;wBAAMmJ,SAAS;wBAAGC,IAAI;4BAAEL,UAAU;4BAAGM,gBAAgB;4BAAUC,QAAQ;wBAAO;;0CAC7E,KAACrJ;gCAAWiI,SAAQ;gCAAQqB,MAAM;0CAC/BtB,OAAOjE,GAAG,CAAC,OAAO,IAAIA,GAAG,CAAC,QAAQ,IAAIA,IAAIE,GAAG;;4BAE/CF,GAAG,CAAC,OAAO,iBACV,KAAC/D;gCAAWiI,SAAQ;gCAAUsB,OAAM;gCAAiBD,MAAM;0CACxDtB,QAAOjE,aAAAA,GAAG,CAAC,QAAQ,YAAZA,aAAgB;iCAExB;;;;YAGV;YACA,mEAAmE;YACnE,iCAAiC;YACjC;gBACEiB,OAAO;gBACP4D,YAAY;gBACZC,MAAM;gBACNC,UAAU;gBACVC,aAAa,CAACC,QAAQjF;wBAAwBA;2BAAPiE,QAAOjE,eAAAA,IAAIuD,OAAO,YAAXvD,eAAe;;YAC/D;YACA;gBACEiB,OAAO;gBACP4D,YAAY;gBACZC,MAAM;gBACNC,UAAU;gBACVC,aAAa,CAACC,QAAQjF;wBAAwBA;2BAAPiE,QAAOjE,gBAAAA,IAAIwD,QAAQ,YAAZxD,gBAAgB;;YAChE;YACA;gBACEiB,OAAO;gBACP4D,YAAY;gBACZC,MAAM;gBACNC,UAAU;gBACVC,aAAa,CAACC,QAAQjF,MAAiBnG,MAAM4L,aAAa,CAACzF;gBAC3DkF,YAAY,CAAC,EAAElF,GAAG,EAAoB,iBACpC,KAAC0F;wBACCjE,MAAMzB;wBACN2F,UAAU,CAACvE;4BACT,IAAIA,SAAS,eAAe;gCAC1BoB,gBAAgBxC;gCAChB;4BACF;4BACA,KAAKsE,UACHtE,KACA;gCACEG,QAAQiB;+BACJvH,MAAM4L,aAAa,CAACzF,SAAS,gBAC7B;gCAAE4F,mBAAmBzJ;4BAAc,IACnC,CAAC,IAEP;wBAEJ;;YAGN;YACA;gBACE8E,OAAO;gBACP4D,YAAY;gBACZC,MAAM;gBACNC,UAAU;gBACVC,aAAa,CAACC,QAAQjF,MACpBA,IAAI8D,QAAQ,GAAG5E,OAAO2G,QAAQ,CAAC7F,IAAI8D,QAAQ,IAAI;YACnD;YACA,iEAAiE;eAC7DrF,SACA,EAAE,GACF;gBACE;oBACEwC,OAAO;oBACP4D,YAAY;oBACZC,MAAM;oBACNC,UAAU;oBACVC,aAAa,CAACC,QAAiBjF;;uCAC7Bf,yBAAAA,MAAOmD,QAAQ,CAACpC,IAAIvB,MAAM,oBAAKuB,IAAIvB,MAAM;;gBAC7C;aACD;YACL;gBACEwC,OAAO;gBACP4D,YAAY;gBACZC,MAAM;gBACNC,UAAU;gBACVC,aAAa,CAACC,QAAQjF,MACpBxC,YAAYwC,KAAKR,GAAG,CAACjC,iBAAiBuI,IAAI,CAAC;YAC/C;YACA;gBACE7E,OAAO;gBACP4D,YAAY;gBACZC,MAAM;gBACNC,UAAU;gBACVC,aAAa,CAACC,QAAQjF;wBAAkBA;2BAAD,EAACA,YAAAA,IAAI6D,IAAI,YAAR7D,YAAY,EAAE,EAAE8F,IAAI,CAAC;;YAC/D;YACA;gBACE7E,OAAO;gBACP4D,YAAY;gBACZC,MAAM;gBACNC,UAAU;gBACVC,aAAa,CAACC,QAAQjF;wBACNA;2BAAdvC,eAAcuC,oBAAAA,GAAG,CAAC,eAAe,YAAnBA,oBAAuBA,GAAG,CAAC,YAAY;;YACzD;YACA;gBACEiB,OAAO;gBACP4D,YAAY;gBACZkB,OAAO;gBACPC,UAAU;gBACVC,YAAY;gBACZC,mBAAmB;gBACnBhB,YAAY,CAAC,EAAElF,GAAG,EAAoB;wBAsBhBA;oBArBpB;;;;;WAKC,GACD,MAAMmG,YAAYC,QAAQpG,IAAIqG,kBAAkB;oBAChD,MAAMC,iBAAiBzM,MAAM0M,wBAAwB,CAACvG,SAAS;oBAC/D,MAAMwG,iBAAiBL,YACnB,4BACA,CAACtM,MAAM4M,aAAa,CAACzG,OACnB,8BACAsG,iBACExI,iCACA;oBACR,qBACE,KAACxC;wBACCoL,SAAS,CAACC,QAAUA,MAAMC,eAAe;wBACzCxB,IAAI;4BAAEyB,SAAS;4BAAQC,YAAY;4BAAUxB,QAAQ;wBAAO;kCAE5D,cAAA,KAACvK;4BACCgM,OAAO9C,QAAOjE,aAAAA,GAAG,CAAC,QAAQ,YAAZA,aAAgBA,IAAIE,GAAG;4BACrC8G,OAAO;gCACL;oCACEC,KAAK;oCACLF,OAAO;oCACPG,oBAAM,KAAC/M;wCAAQgN,MAAMrN,qBAAqBqN,IAAI;wCAAEC,MAAM;;oCACtDC,MAAMlI,OAAOsC,IAAI,CAACzB,IAAIC,MAAM,EAAExB,SAAS,OAAOuB,IAAIvB,MAAM;gCAC1D;gCACA;oCACEwI,KAAK;oCACLF,OAAO;oCACPG,oBAAM,KAAC/M;wCAAQgN,MAAMnN,yBAAyBmN,IAAI;wCAAEC,MAAM;;oCAC1DV,SAAS,IAAMjE,cAAczC;oCAC7BsH,UAAUd,mBAAmB;oCAC7Be,cAAc,EAAEf,yBAAAA,iBAAkBgB;gCACpC;gCACA;oCACEP,KAAK;oCACLF,OAAO;oCACPG,oBAAM,KAAC/M;wCAAQgN,MAAMlN,qBAAqBkN,IAAI;wCAAEC,MAAM;;oCACtDV,SAAS,IAAMnE,aAAavC;gCAC9B;gCACA;oCACEiH,KAAK;oCACLF,OAAO;oCACPG,oBAAM,KAAC/M;wCAAQgN,MAAMpN,wBAAwBoN,IAAI;wCAAEC,MAAM;;oCACzDV,SAAS,IAAMlE,gBAAgBxC;oCAC/BsH,UAAU,CAACzN,MAAM4M,aAAa,CAACzG,QAAQoG,QAAQpG,IAAIqG,kBAAkB;oCACrEkB,gBAAgBvH,IAAIqG,kBAAkB,GAClC,4BACA;gCACN;6BACD;;;gBAIT;YACF;SACD,EACD;QAACnH;QAAQC;QAAQmF;QAAW7F;QAAQQ;KAAM;IAE5C,yDAAyD,GACzD,MAAMwI,OAAO/M,eAAe+F,OAAOmE;IAEnC,qBACE;;0BACE,KAAC1K;gBACCwN,QAAQ;gBACRC,MAAM9N,MAAM+N,cAAc,CAAC,YAAY;oBAAEC,QAAQ;gBAAyB;gBAC1EC,uBACE,MAAC9L;oBAAM+L,WAAU;oBAAM5C,SAAS;oBAAGC,IAAI;wBAAE0B,YAAY;oBAAS;;sCAE5D,KAAChM;4BAAgBkN,YAAYvH;4BAAOwH,UAAS;;sCAC7C,MAACrM;4BAAYwL,MAAK;4BAAQhC,IAAI;gCAAEL,UAAU;4BAAI;;8CAC5C,KAAClJ;oCAAW6D,IAAI6B;8CAAgB;;8CAChC,KAACxF;oCACCmM,SAAS3G;oCACTwF,OAAM;oCACNnG,OAAOD;oCACPgF,UAAU,CAACgB,QAAUxF,UAAUwF,MAAMwB,MAAM,CAACvH,KAAK;8CAEhDzD,aAAaqC,GAAG,CAAC,CAAC4I,uBACjB,KAACtM;4CAAsB8E,OAAOwH;sDAC3BlL,kBAAkB,CAACkL,OAAO;2CADdA;;;;sCAMrB,KAAC1K;4BAAiBe,QAAQA;;sCAC1B,KAAClD;4BAAO6L,MAAK;4BAAQV,SAASrE;4BAAciF,UAAU,CAAC9F,KAAKnB,MAAM;sCAC/D;;sCAEH,KAAC9E;4BAAO6L,MAAK;4BAAQlD,SAAQ;4BAAYwC,SAAS,IAAM9D,cAAc;sCACnE;;;;gBAIPyF,cAAc;gBACdC,cAAc;0BAEd,cAAA,MAACtM;oBAAMmJ,SAAS;;wBAEb1G,uBAAS,KAACT;4BAAiBS,QAAQA;2CAAa,KAACN;wBACjDgC,WAAW,aAAaI,OAAOF,MAAM,KAAK,kBACzC,KAACpF;4BACC8L,OAAO;4BACPwB,aAAa;6BAEbpI,WAAW,aAAaqB,KAAKnB,MAAM,KAAK,kBAC1C,KAACpE;4BAAWiI,SAAQ;4BAAQsB,OAAM;sCAC/B,CAAC,GAAG,EAAEtI,kBAAkB,CAACyD,OAAO,CAAC6H,WAAW,GAAG,iBAAiB,CAAC,GAChE,GAAGjI,OAAOF,MAAM,CAACoI,cAAc,GAAG,oBAAoB,CAAC;2CAG3D;;8CACE,KAACvK;oCACCsD,MAAMA;oCACNkH,UAAU3G;oCACV4G,kBAAkB3G;oCAClB9C,QAAQA;oCACR0J,KAAK3G;oCACLlD,OAAOA;oCACPN,QAAQA;;8CAEV,KAAC7D;oCAAuBgG,OAAO6G,KAAKoB,WAAW;8CAC7C,cAAA,KAACxO;wCACCmH,MAAMM;wCACN8C,SAAS6C,KAAK7C,OAAO;wCACrBkE,OAAOnO;wCACPoO,YAAY;4CAAEL,UAAU3G;4CAAa4D,UAAU3D;wCAAe;wCAC9DgH,SAAS7I,WAAW;wCACpB8I,QAAQ,CAACC,KAAKlJ,MACZnB,OAAOsK,IAAI,CAAChK,OAAOsC,IAAI,CAACzB,IAAIC,MAAM,EAAExB,SAAS,OAAOuB,IAAIvB,MAAM;wCAEhE,0DAA0D;wCAC1D2K,uBAAuB3B,KAAK2B,qBAAqB;wCACjDC,+BAA+B5B,KAAK4B,6BAA6B;wCACjEC,WAAW7B,KAAK6B,SAAS;wCACzBC,mBAAmB9B,KAAK8B,iBAAiB;wCACzC,8DAA8D;wCAC9DC,UAAU;;;8CAGd,KAACpP;oCACCsH,MAAMA;oCACNE,UAAUA;oCACV6H,UAAU3H,SAASzB,MAAM;oCACzBqJ,OAAOlI,KAAKnB,MAAM;oCAClBsJ,cAAchI;oCACdiI,kBAAkB/H;;;;wBAIvBvB,0BACC,KAACjF;4BAAMwO,UAAS;sCACb,CAAC,YAAY,EAAEzL,aAAaqK,cAAc,GAAG,oBAAoB,CAAC,GACjE,mEACA;6BAEF;;;;0BAGR,KAAC9K;gBACCmM,MAAMnH;gBACNoH,SAAS,IAAMnH,cAAc;gBAC7BnE,MAAM,EAAEA,iBAAAA,SAAU;gBAClBC,KAAKA;gBACLsL,MAAMnH;gBACNuB,OAAOrB;gBACP7D,QAAQA;gBACR+K,UAAU,CAAC/G,SAAW,KAAKD,aAAaC;;0BAE1C,KAACgH;gBACCzI,MAAMa;gBACNpD,QAAQA;gBACR6K,SAAS,IAAMxH,aAAa;gBAC5B4H,UAAU,CAACC;oBACT,IAAI,CAAC9H,WAAW;oBAChB,KAAKgC,UACHhC,WACA;wBAAEwB,UAAUsG,OAAOjO;oBAAc,GACjCiO,MAAM,mBAAmB;oBAE3B7H,aAAa;gBACf;;0BAEF,KAACtE;gBACC6L,MAAM1D,QAAQ7H;gBACdwL,SAAS,IAAMvH,gBAAgB;gBAC/B/D,MAAM,GAAEF,gBAAAA,gCAAAA,aAAcE,MAAM,oBAAIA,kBAAxBF,OAAkC;gBAC1C0B,MAAM,WAAE1B,gCAAAA,aAAc0B,MAAM,oBAAI;gBAChCoK,WAAWpG,OAAO1F,CAAAA,gCAAAA,YAAc,CAAC,OAAO,MAAIA,gCAAAA,YAAc,CAAC,QAAQ,KAAI;;0BAKzE,KAACjB;gBACCwM,MAAM1D,QAAQ5H;gBACduL,SAAS,IAAMtH,cAAc;gBAC7BhE,MAAM,GAAED,iBAAAA,8BAAAA,WAAYC,MAAM,oBAAIA,kBAAtBD,QAAgC;gBACxCO,OAAOA;gBACPL,KAAKA;gBACLuB,MAAM,WAAEzB,8BAAAA,WAAYyB,MAAM,oBAAI;gBAC9BwB,IAAI,EAAEjD,qBAAAA,aAAc,CAAC;gBACrBG,QAAQ,EAAEA,mBAAAA,WAAY;gBACtBO,QAAQA;;;;AAIhB;AACAb,gBAAgBiM,WAAW,GAAG;AAE9B;;;;;;CAMC,GACD,SAAS5E,aAAapH,KAGrB;IACC,MAAM,EAAEmD,IAAI,EAAEkE,QAAQ,EAAE,GAAGrH;IAC3B,IAAImD,KAAK4E,kBAAkB,EAAE;QAC3B,qBACE,KAAC/K;YAAI8J,IAAI;gBAAEyB,SAAS;gBAAQC,YAAY;gBAAUxB,QAAQ;YAAO;sBAC/D,cAAA,KAACvH;gBAAe0D,MAAMA;;;IAG5B;IACA,MAAMtB,SAAStG,MAAM4L,aAAa,CAAChE;IACnC,qBACE,KAACnG;QACCoL,SAAS,CAACC,QAAUA,MAAMC,eAAe;QACzCxB,IAAI;YAAEyB,SAAS;YAAQC,YAAY;YAAUxB,QAAQ;YAAQS,OAAO;QAAO;kBAE3E,cAAA,MAAChK;YACCqL,MAAK;YACLlD,SAAQ;YACRqG,gBAAgB;YAChB3J,OAAOT;YACPwF,UAAU,CAACgB,QAAUhB,SAASgB,MAAMwB,MAAM,CAACvH,KAAK;YAChD4J,aAAa,kBAAM,KAACzM;oBAAe0D,MAAMA;;YACzC2D,IAAI;gBAAEW,OAAO;YAAO;;8BAEpB,KAACjK;oBAAS8E,OAAM;8BAAO/G,MAAM4Q,sBAAsB,CAACC,GAAG;;8BACvD,KAAC5O;oBAAS8E,OAAM;8BAAW/G,MAAM4Q,sBAAsB,CAACE,OAAO;;8BAC/D,KAAC7O;oBAAS8E,OAAM;8BAAe,GAAG/G,MAAM4Q,sBAAsB,CAACG,WAAW,CAAC,CAAC,CAAC;;;;;AAIrF;AACAlF,aAAa4E,WAAW,GAAG;AAE3B,kCAAkC,GAClC,SAASJ,kBAAkB5L,KAK1B;;IACC,MAAM,EAAEmD,IAAI,EAAEvC,MAAM,EAAE6K,OAAO,EAAEI,QAAQ,EAAE,GAAG7L;IAC5C,MAAM,CAAC8L,KAAKS,OAAO,GAAG9N,SAAwB;IAC9C,MAAM+N,UAAUV,cAAAA,MAAOnG,eAAOxC,wBAAAA,KAAMqC,QAAQ,mBAAI;IAChD,qBACE,MAACtI;QACCsO,MAAM1D,QAAQ3E;QACdsI,SAASA;QACTgB,UAAS;QACTC,SAAS;QACTC,WAAW;YAAEC,YAAY;gBAAEC,UAAU,IAAMN,OAAO;YAAM;QAAE;;0BAE1D,KAAClP;0BAAa,CAAC,OAAO,EAAEsI,OAAOxC,CAAAA,wBAAAA,IAAM,CAAC,OAAO,MAAIA,wBAAAA,IAAM,CAAC,QAAQ,KAAI,SAAS;;0BAC7E,KAAC/F;0BACC,cAAA,KAACJ;oBAAI8J,IAAI;wBAAEgG,IAAI;oBAAE;8BACf,cAAA,KAACvN;wBAAgB+C,OAAOkK;wBAASnF,UAAUkF;wBAAQ3L,QAAQA;wBAAQkI,MAAK;;;;0BAG5E,MAAC3L;;kCACC,KAACF;wBAAOmL,SAASqD;kCAAU;;kCAC3B,KAACxO;wBAAO2I,SAAQ;wBAAYwC,SAAS,IAAMyD,SAASW;kCACjD;;;;;;AAKX;AACAZ,kBAAkBI,WAAW,GAAG;AAEhC,eAAejM,gBAAe"}
@@ -0,0 +1,56 @@
1
+ import { type CrmLeadStatus, type AglynPostalAddress } from '@aglyn/aglyn';
2
+ import type { OrgMemberOptions } from '../hooks/use-org-member-options';
3
+ /** What the drawer hands back — already normalized where the route would. */
4
+ export interface NewLeadValues {
5
+ email: string;
6
+ name: string;
7
+ company: string;
8
+ jobTitle: string;
9
+ phone: string;
10
+ website: string;
11
+ leadSource: string;
12
+ status: Extract<CrmLeadStatus, 'new' | 'working'>;
13
+ ownerUid: string;
14
+ tags: string[];
15
+ address: AglynPostalAddress | null;
16
+ notes: string;
17
+ }
18
+ export interface NewLeadDrawerProps {
19
+ open: boolean;
20
+ onClose: () => void;
21
+ /**
22
+ * The site the lead is filed under — a lead is private to one site by
23
+ * path. `null` at the organization level, where the drawer asks which
24
+ * site with a picker and holds its submit until one is named.
25
+ */
26
+ hostId: string | null;
27
+ org?: Record<string, unknown> | null;
28
+ /** The request is in flight — the form holds still and the button says so. */
29
+ busy?: boolean;
30
+ /** What the route answered when it refused, shown above the form. */
31
+ error?: string | null;
32
+ /** The team, for the owner picker. */
33
+ roster: OrgMemberOptions;
34
+ onSubmit: (values: NewLeadValues) => void;
35
+ }
36
+ /**
37
+ * ADDING ONE LEAD BY HAND, IN A DRAWER (AGL-3231).
38
+ *
39
+ * Salesforce's New Lead, on the Leads list: a person the team has heard of
40
+ * and not yet qualified, entered with what is known — the address, the
41
+ * name, the company as text, a title, a phone, a website, an address, tags
42
+ * and where they came from. It makes a lead and nothing else: no contact,
43
+ * no company record. Those are the conversion's to create once the lead is
44
+ * real, which is what keeps one person from sitting in two lists.
45
+ *
46
+ * A drawer and not a form above the list, for the reason every list in this
47
+ * console gives. The two fields a person can mistype in a way the record
48
+ * cannot hold — the email and the phone, and the website beside them — are
49
+ * checked before the request leaves, with the same normalizer the route
50
+ * runs, so the refusal lands under the field. Everything else is the
51
+ * route's to decide: whether the site already holds the address (it
52
+ * updates that lead), whether the plan carries the suite, whether the site
53
+ * is at the platform ceiling.
54
+ */
55
+ export declare function NewLeadDrawer(props: NewLeadDrawerProps): import("react").JSX.Element;
56
+ export default NewLeadDrawer;
@@ -0,0 +1,327 @@
1
+ 'use client';
2
+ import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
3
+ import { CRM_LEAD_STATUS_LABELS, CRM_LEAD_TEXT_MAX, normalizeCrmLeadTags, normalizeContactEmail, normalizeCrmLeadProfile } from "@aglyn/aglyn";
4
+ import { ICON_VARIANT_CLOSE } from "@aglyn/shared-data-enums";
5
+ import { Container, MdiIcon, SrOnly } from "@aglyn/shared-ui-jsx";
6
+ import { NavigationDrawerComponent } from "@aglyn/shared-ui-jsx/components/navigation-drawer.component";
7
+ import { Alert, Button, IconButton, MenuItem, Stack, TextField, Typography } from "@mui/material";
8
+ import { useEffect, useState } from "react";
9
+ import { useCrmScope } from "../hooks/use-crm-scope.js";
10
+ import { ContactAddressFields, EMPTY_ADDRESS } from "./contact-address-fields.js";
11
+ import { CrmSitePicker } from "./crm-site-picker.js";
12
+ import { LeadOwnerSelect } from "./lead-owner-select.js";
13
+ const NOTES_MAX = 4000;
14
+ /**
15
+ * ADDING ONE LEAD BY HAND, IN A DRAWER (AGL-3231).
16
+ *
17
+ * Salesforce's New Lead, on the Leads list: a person the team has heard of
18
+ * and not yet qualified, entered with what is known — the address, the
19
+ * name, the company as text, a title, a phone, a website, an address, tags
20
+ * and where they came from. It makes a lead and nothing else: no contact,
21
+ * no company record. Those are the conversion's to create once the lead is
22
+ * real, which is what keeps one person from sitting in two lists.
23
+ *
24
+ * A drawer and not a form above the list, for the reason every list in this
25
+ * console gives. The two fields a person can mistype in a way the record
26
+ * cannot hold — the email and the phone, and the website beside them — are
27
+ * checked before the request leaves, with the same normalizer the route
28
+ * runs, so the refusal lands under the field. Everything else is the
29
+ * route's to decide: whether the site already holds the address (it
30
+ * updates that lead), whether the plan carries the suite, whether the site
31
+ * is at the platform ceiling.
32
+ */ export function NewLeadDrawer(props) {
33
+ const { open, onClose, hostId, org, busy, error, roster, onSubmit } = props;
34
+ // The site the route files the lead under: the mounted site, or at the
35
+ // organization level the picked one. `null` until it is known.
36
+ const { createHostId } = useCrmScope({
37
+ hostId,
38
+ org: org
39
+ });
40
+ const [email, setEmail] = useState('');
41
+ const [name, setName] = useState('');
42
+ const [company, setCompany] = useState('');
43
+ const [jobTitle, setJobTitle] = useState('');
44
+ const [phone, setPhone] = useState('');
45
+ const [website, setWebsite] = useState('');
46
+ const [leadSource, setLeadSource] = useState('');
47
+ const [status, setStatus] = useState('new');
48
+ const [ownerUid, setOwnerUid] = useState('');
49
+ const [tags, setTags] = useState('');
50
+ const [address, setAddress] = useState(EMPTY_ADDRESS);
51
+ const [notes, setNotes] = useState('');
52
+ const [emailError, setEmailError] = useState('');
53
+ const [phoneError, setPhoneError] = useState('');
54
+ const [websiteError, setWebsiteError] = useState('');
55
+ // A fresh form on every opening: a person typed and then abandoned must
56
+ // not reappear half-filled the next time somebody reaches for New lead.
57
+ useEffect(()=>{
58
+ if (!open) return;
59
+ setEmail('');
60
+ setName('');
61
+ setCompany('');
62
+ setJobTitle('');
63
+ setPhone('');
64
+ setWebsite('');
65
+ setLeadSource('');
66
+ setStatus('new');
67
+ setOwnerUid('');
68
+ setTags('');
69
+ setAddress(EMPTY_ADDRESS);
70
+ setNotes('');
71
+ setEmailError('');
72
+ setPhoneError('');
73
+ setWebsiteError('');
74
+ }, [
75
+ open
76
+ ]);
77
+ const handleSubmit = ()=>{
78
+ var _errors_phone, _errors_website, _patch_company, _patch_jobTitle, _patch_phone, _patch_website, _patch_leadSource, _patch_tags, _patch_address;
79
+ const normalizedEmail = normalizeContactEmail(email);
80
+ const { patch, errors } = normalizeCrmLeadProfile({
81
+ company,
82
+ jobTitle,
83
+ phone,
84
+ website,
85
+ leadSource,
86
+ address,
87
+ tags: normalizeCrmLeadTags(tags)
88
+ });
89
+ setEmailError(normalizedEmail ? '' : 'Enter a valid email address.');
90
+ setPhoneError((_errors_phone = errors.phone) != null ? _errors_phone : '');
91
+ setWebsiteError((_errors_website = errors.website) != null ? _errors_website : '');
92
+ if (!normalizedEmail || errors.phone || errors.website) return;
93
+ onSubmit({
94
+ email: normalizedEmail,
95
+ name: name.trim().replace(/\s+/g, ' ').slice(0, CRM_LEAD_TEXT_MAX),
96
+ company: (_patch_company = patch.company) != null ? _patch_company : '',
97
+ jobTitle: (_patch_jobTitle = patch.jobTitle) != null ? _patch_jobTitle : '',
98
+ phone: (_patch_phone = patch.phone) != null ? _patch_phone : '',
99
+ website: (_patch_website = patch.website) != null ? _patch_website : '',
100
+ leadSource: (_patch_leadSource = patch.leadSource) != null ? _patch_leadSource : '',
101
+ status,
102
+ ownerUid,
103
+ tags: (_patch_tags = patch.tags) != null ? _patch_tags : [],
104
+ address: (_patch_address = patch.address) != null ? _patch_address : null,
105
+ notes: notes.trim().slice(0, NOTES_MAX)
106
+ });
107
+ };
108
+ return /*#__PURE__*/ _jsx(NavigationDrawerComponent, {
109
+ open: open,
110
+ anchor: "right",
111
+ variant: "temporary",
112
+ onClose: onClose,
113
+ AppBarProps: {
114
+ color: 'surface'
115
+ },
116
+ sx: {
117
+ '& .MuiDrawer-paper': {
118
+ width: {
119
+ xs: '100%',
120
+ sm: 480
121
+ }
122
+ }
123
+ },
124
+ appBarLeft: /*#__PURE__*/ _jsxs(_Fragment, {
125
+ children: [
126
+ /*#__PURE__*/ _jsxs(IconButton, {
127
+ color: "inherit",
128
+ edge: "start",
129
+ onClick: onClose,
130
+ sx: {
131
+ mr: 2
132
+ },
133
+ children: [
134
+ /*#__PURE__*/ _jsx(MdiIcon, {
135
+ path: ICON_VARIANT_CLOSE.path
136
+ }),
137
+ /*#__PURE__*/ _jsx(SrOnly, {
138
+ children: "close drawer"
139
+ })
140
+ ]
141
+ }),
142
+ /*#__PURE__*/ _jsx(Typography, {
143
+ variant: "h6",
144
+ component: "div",
145
+ children: 'New lead'
146
+ })
147
+ ]
148
+ }),
149
+ appBarRight: /*#__PURE__*/ _jsx(Button, {
150
+ variant: "outlined",
151
+ color: "inherit",
152
+ onClick: onClose,
153
+ children: 'Cancel'
154
+ }),
155
+ children: /*#__PURE__*/ _jsx(Container, {
156
+ gutterY: true,
157
+ children: /*#__PURE__*/ _jsxs(Stack, {
158
+ spacing: 2,
159
+ children: [
160
+ error ? /*#__PURE__*/ _jsx(Alert, {
161
+ severity: "warning",
162
+ children: error
163
+ }) : null,
164
+ /*#__PURE__*/ _jsx(CrmSitePicker, {
165
+ hostId: hostId,
166
+ disabled: Boolean(busy),
167
+ helperText: "The site this lead is filed under — a lead is private to one site."
168
+ }),
169
+ /*#__PURE__*/ _jsx(TextField, {
170
+ size: "small",
171
+ label: "Email",
172
+ type: "email",
173
+ value: email,
174
+ onChange: (event)=>setEmail(event.target.value),
175
+ error: Boolean(emailError),
176
+ helperText: emailError || 'The one field that is required — a site holds one lead per address.',
177
+ required: true,
178
+ fullWidth: true,
179
+ autoFocus: true
180
+ }),
181
+ /*#__PURE__*/ _jsx(TextField, {
182
+ size: "small",
183
+ label: "Name",
184
+ value: name,
185
+ onChange: (event)=>setName(event.target.value),
186
+ slotProps: {
187
+ htmlInput: {
188
+ maxLength: CRM_LEAD_TEXT_MAX
189
+ }
190
+ },
191
+ fullWidth: true
192
+ }),
193
+ /*#__PURE__*/ _jsx(TextField, {
194
+ size: "small",
195
+ label: "Company",
196
+ value: company,
197
+ onChange: (event)=>setCompany(event.target.value),
198
+ helperText: "As text — converting the lead is what makes it a company record.",
199
+ slotProps: {
200
+ htmlInput: {
201
+ maxLength: CRM_LEAD_TEXT_MAX
202
+ }
203
+ },
204
+ fullWidth: true
205
+ }),
206
+ /*#__PURE__*/ _jsx(TextField, {
207
+ size: "small",
208
+ label: "Job title",
209
+ value: jobTitle,
210
+ onChange: (event)=>setJobTitle(event.target.value),
211
+ slotProps: {
212
+ htmlInput: {
213
+ maxLength: CRM_LEAD_TEXT_MAX
214
+ }
215
+ },
216
+ fullWidth: true
217
+ }),
218
+ /*#__PURE__*/ _jsx(TextField, {
219
+ size: "small",
220
+ label: "Phone",
221
+ value: phone,
222
+ onChange: (event)=>setPhone(event.target.value),
223
+ error: Boolean(phoneError),
224
+ helperText: phoneError || 'With the country code, like +1 512 555 0107',
225
+ fullWidth: true
226
+ }),
227
+ /*#__PURE__*/ _jsx(TextField, {
228
+ size: "small",
229
+ label: "Website",
230
+ value: website,
231
+ onChange: (event)=>setWebsite(event.target.value),
232
+ error: Boolean(websiteError),
233
+ helperText: websiteError || 'Like acme.com',
234
+ fullWidth: true
235
+ }),
236
+ /*#__PURE__*/ _jsx(TextField, {
237
+ size: "small",
238
+ label: "Lead source",
239
+ value: leadSource,
240
+ onChange: (event)=>setLeadSource(event.target.value),
241
+ helperText: "Where this lead came from — a list, an event, a referral",
242
+ slotProps: {
243
+ htmlInput: {
244
+ maxLength: CRM_LEAD_TEXT_MAX
245
+ }
246
+ },
247
+ fullWidth: true
248
+ }),
249
+ /*#__PURE__*/ _jsxs(Stack, {
250
+ direction: {
251
+ xs: 'column',
252
+ sm: 'row'
253
+ },
254
+ spacing: 2,
255
+ children: [
256
+ /*#__PURE__*/ _jsxs(TextField, {
257
+ select: true,
258
+ size: "small",
259
+ label: "Status",
260
+ value: status,
261
+ onChange: (event)=>setStatus(event.target.value),
262
+ fullWidth: true,
263
+ children: [
264
+ /*#__PURE__*/ _jsx(MenuItem, {
265
+ value: "new",
266
+ children: CRM_LEAD_STATUS_LABELS.new
267
+ }),
268
+ /*#__PURE__*/ _jsx(MenuItem, {
269
+ value: "working",
270
+ children: CRM_LEAD_STATUS_LABELS.working
271
+ })
272
+ ]
273
+ }),
274
+ /*#__PURE__*/ _jsx(LeadOwnerSelect, {
275
+ value: ownerUid,
276
+ onChange: setOwnerUid,
277
+ roster: roster
278
+ })
279
+ ]
280
+ }),
281
+ /*#__PURE__*/ _jsx(TextField, {
282
+ size: "small",
283
+ label: "Tags",
284
+ placeholder: "icp2, a-list",
285
+ helperText: "Comma-separated",
286
+ value: tags,
287
+ onChange: (event)=>setTags(event.target.value),
288
+ fullWidth: true
289
+ }),
290
+ /*#__PURE__*/ _jsx(Typography, {
291
+ variant: "subtitle2",
292
+ children: 'Address'
293
+ }),
294
+ /*#__PURE__*/ _jsx(ContactAddressFields, {
295
+ value: address,
296
+ onChange: setAddress
297
+ }),
298
+ /*#__PURE__*/ _jsx(TextField, {
299
+ size: "small",
300
+ label: "Notes",
301
+ value: notes,
302
+ onChange: (event)=>setNotes(event.target.value),
303
+ multiline: true,
304
+ minRows: 2,
305
+ slotProps: {
306
+ htmlInput: {
307
+ maxLength: NOTES_MAX
308
+ }
309
+ },
310
+ fullWidth: true
311
+ }),
312
+ /*#__PURE__*/ _jsx(Button, {
313
+ variant: "contained",
314
+ color: "primary",
315
+ // Held until the site is known: the route files the lead under it.
316
+ disabled: Boolean(busy) || !createHostId,
317
+ onClick: handleSubmit,
318
+ children: busy ? 'Adding…' : 'Add lead'
319
+ })
320
+ ]
321
+ })
322
+ })
323
+ });
324
+ }
325
+ export default NewLeadDrawer;
326
+
327
+ //# sourceMappingURL=new-lead-drawer.js.map