@aglyn/plugins-crm 1.0.0-beta.160 → 1.0.0-beta.161

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.160",
+  "version": "1.0.0-beta.161",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,18 +25,18 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.160",
-    "@aglyn/shared-data-enums": "1.0.0-beta.160",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.160",
-    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.160",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.160",
-    "@aglyn/shared-ui-next": "1.0.0-beta.160",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.160",
-    "@aglyn/shared-util-email": "1.0.0-beta.160",
-    "@aglyn/shared-util-http": "1.0.0-beta.160",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.160",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.160",
-    "@aglyn/tenant-runtime": "1.0.0-beta.160",
+    "@aglyn/aglyn": "1.0.0-beta.161",
+    "@aglyn/shared-data-enums": "1.0.0-beta.161",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.161",
+    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.161",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.161",
+    "@aglyn/shared-ui-next": "1.0.0-beta.161",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.161",
+    "@aglyn/shared-util-email": "1.0.0-beta.161",
+    "@aglyn/shared-util-http": "1.0.0-beta.161",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.161",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.161",
+    "@aglyn/tenant-runtime": "1.0.0-beta.161",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

package/src/lib/components/leads-section.js

@@ -17,7 +17,7 @@
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
 import * as Aglyn from "@aglyn/aglyn";
-import { mdiAccountArrowRight, mdiAccountCancelOutline, mdiAccountConvertOutline, mdiAccountTieOutline } from "@aglyn/shared-data-mdi";
+import { mdiAccountArrowRight, mdiAccountCancelOutline, mdiAccountConvertOutline, mdiAccountTieOutline, mdiMagnify } from "@aglyn/shared-data-mdi";
 import { CardDisplay, MdiIcon } from "@aglyn/shared-ui-jsx";
 import { ListPagination } from "@aglyn/shared-ui-jsx/components/list-pagination.component";
 import { ListTable } from "@aglyn/shared-ui-jsx/components/list-table.component";
@@ -34,13 +34,13 @@ import { TABLE_PAGE_SIZE_DEFAULT } from "@aglyn/shared-ui-jsx/const/table-pagina
 import EmptyStateComponent from "@aglyn/shared-ui-jsx/components/empty-state.component";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore, useFirestoreCollection } from "@aglyn/tenant-feature-instance";
-import { Alert, Box, Button, Dialog, DialogActions, DialogContent, DialogTitle, FormControl, InputLabel, MenuItem, Select, Stack, Typography } from "@mui/material";
+import { Alert, Box, Button, Dialog, DialogActions, DialogContent, DialogTitle, FormControl, InputAdornment, InputLabel, MenuItem, Select, Stack, TextField, Typography } from "@mui/material";
 import { collection, deleteField, doc, limit, orderBy, query, serverTimestamp, updateDoc } from "firebase/firestore";
 import { useRouter } from "next/navigation";
 import { useCallback, useEffect, useId, useMemo, useState } from "react";
 import { downloadTextFile } from "../model/contacts-csv.js";
 import { crmRoutes } from "../model/crm-routes.js";
-import { LEAD_FILTER_LABELS, LEAD_FILTERS, leadMatchesFilter } from "../model/lead-filters.js";
+import { LEAD_FILTER_LABELS, LEAD_FILTERS, leadMatchesFilter, leadMatchesSearch } from "../model/lead-filters.js";
 import { leadsCsv } from "../model/leads-csv.js";
 import { LeadConvertDialog } from "./lead-convert-dialog.js";
 import { leadSourceLabel, leadSources, leadTimeLabel } from "./lead-history-card.js";
@@ -167,18 +167,30 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
     // The label's id, so the filter's combobox is named "Show" rather than
     // after the option it shows — see `LeadOwnerSelect`.
     const filterLabelId = useId();
-    const rows = useMemo(()=>window.filter((lead)=>leadMatchesFilter(lead, filter)), [
+    /*
+   * The search box is the SECTION'S, not the grid's (AGL-3246). The grid's
+   * quick filter runs over the rows the grid holds, and the grid holds one
+   * PAGE of the window — so a lead on page three answered "no match" while
+   * the footer below went on counting the unfiltered window. The term
+   * narrows the whole loaded window here, beside the status filter and
+   * before the footer's count and the page slice, over the fields a person
+   * types to find a lead: name, email, company, title and tags.
+   */ const [search, setSearch] = useState('');
+    const rows = useMemo(()=>window.filter((lead)=>leadMatchesFilter(lead, filter) && leadMatchesSearch(lead, search)), [
         window,
-        filter
+        filter,
+        search
     ]);
     const [page, setPage] = useState(0);
     const [pageSize, setPageSize] = useState(TABLE_PAGE_SIZE_DEFAULT);
-    // A new filter starts on page one: page three of the open leads is not a
-    // page of the unqualified ones, and an out-of-range page renders empty.
+    // A new filter or search term starts on page one: page three of the open
+    // leads is not a page of the unqualified ones, and an out-of-range page
+    // renders empty.
     useEffect(()=>{
         setPage(0);
     }, [
-        filter
+        filter,
+        search
     ]);
     const pageRows = useMemo(()=>rows.slice(page * pageSize, (page + 1) * pageSize), [
         rows,
@@ -186,13 +198,14 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
         pageSize
     ]);
     /*
-   * The ticked rows, for the bulk bar (AGL-2662). Cleared when the filter
-   * changes: a selection made on the open leads is not a selection of the
-   * unqualified ones, and the bar's count would be over rows no longer
-   * listed.
+   * The ticked rows, for the bulk bar (AGL-2662). Cleared when the filter or
+   * the search term changes: a selection made on the open leads is not a
+   * selection of the unqualified ones, and the bar's count would be over
+   * rows no longer listed.
    */ const [selectedIds, setSelectedIds] = useState([]);
     useEffect(()=>setSelectedIds([]), [
-        filter
+        filter,
+        search
     ]);
     // How the file names the owner and, at the org level, the site.
     const csvOptions = useMemo(()=>_extends({
@@ -204,7 +217,8 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
         hostId,
         mount
     ]);
-    // The listed window — every row the filter admits, not just the page.
+    // The listed window — every row the filter and the search admit, not just
+    // the page.
     const handleExport = useCallback(()=>{
         downloadTextFile('leads.csv', 'text/csv', leadsCsv(rows, csvOptions));
     }, [
@@ -538,6 +552,30 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                                 })
                             ]
                         }),
+                        /*#__PURE__*/ _jsx(TextField, {
+                            size: "small",
+                            value: search,
+                            onChange: (event)=>setSearch(event.target.value),
+                            placeholder: "Search leads",
+                            slotProps: {
+                                input: {
+                                    startAdornment: /*#__PURE__*/ _jsx(InputAdornment, {
+                                        position: "start",
+                                        children: /*#__PURE__*/ _jsx(MdiIcon, {
+                                            path: mdiMagnify.path,
+                                            size: 0.8
+                                        })
+                                    })
+                                },
+                                htmlInput: {
+                                    'aria-label': 'Search leads',
+                                    type: 'search'
+                                }
+                            },
+                            sx: {
+                                minWidth: 200
+                            }
+                        }),
                         /*#__PURE__*/ _jsx(LeadImportButton, {
                             hostId: hostId
                         }),
@@ -569,7 +607,7 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                         }) : status === 'success' && rows.length === 0 ? /*#__PURE__*/ _jsx(Typography, {
                             variant: "body2",
                             color: "text.secondary",
-                            children: `No ${LEAD_FILTER_LABELS[filter].toLowerCase()} leads among the ` + `${window.length.toLocaleString()} most recently seen.`
+                            children: `No ${LEAD_FILTER_LABELS[filter].toLowerCase()} leads` + (search.trim() ? ` match “${search.trim()}”` : '') + ` among the ${window.length.toLocaleString()} most recently seen.`
                         }) : /*#__PURE__*/ _jsxs(_Fragment, {
                             children: [
                                 /*#__PURE__*/ _jsx(LeadsBulkBar, {
@@ -598,6 +636,9 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                                         onColumnVisibilityModelChange: grid.onColumnVisibilityModelChange,
                                         sortModel: grid.sortModel,
                                         onSortModelChange: grid.onSortModelChange,
+                                        // The search is the section's, above: the grid's own box
+                                        // would search this page alone.
+                                        quickFilter: false,
                                         // Paged by the footer below, so the grid must not also slice.
                                         hideFooter: true
                                     })
@@ -614,7 +655,7 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                         }),
                         truncated ? /*#__PURE__*/ _jsx(Alert, {
                             severity: "info",
-                            children: `Showing the ${LEADS_WINDOW.toLocaleString()} most recently seen ` + 'leads. The status filter narrows these; older leads are still ' + 'listed in the Inbox and reached by campaign audiences.'
+                            children: `Showing the ${LEADS_WINDOW.toLocaleString()} most recently seen ` + 'leads. The search box and the status filter narrow these ' + `${LEADS_WINDOW.toLocaleString()} only; older leads are still ` + 'listed in the Inbox and reached by campaign audiences.'
                         }) : null
                     ]
                 })

package/src/lib/components/leads-section.js.map

@@ -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 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 ?? 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+{"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  mdiMagnify,\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  InputAdornment,\n  InputLabel,\n  MenuItem,\n  Select,\n  Stack,\n  TextField,\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  leadMatchesSearch,\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  /*\n   * The search box is the SECTION'S, not the grid's (AGL-3246). The grid's\n   * quick filter runs over the rows the grid holds, and the grid holds one\n   * PAGE of the window — so a lead on page three answered \"no match\" while\n   * the footer below went on counting the unfiltered window. The term\n   * narrows the whole loaded window here, beside the status filter and\n   * before the footer's count and the page slice, over the fields a person\n   * types to find a lead: name, email, company, title and tags.\n   */\n  const [search, setSearch] = useState('')\n  const rows = useMemo(\n    () =>\n      window.filter(\n        (lead) => leadMatchesFilter(lead, filter) && leadMatchesSearch(lead, search),\n      ),\n    [window, filter, search],\n  )\n  const [page, setPage] = useState(0)\n  const [pageSize, setPageSize] = useState(TABLE_PAGE_SIZE_DEFAULT)\n  // A new filter or search term starts on page one: page three of the open\n  // leads is not a page of the unqualified ones, and an out-of-range page\n  // renders empty.\n  useEffect(() => {\n    setPage(0)\n  }, [filter, search])\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 or\n   * the search term changes: a selection made on the open leads is not a\n   * selection of the unqualified ones, and the bar's count would be over\n   * rows no longer listed.\n   */\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  useEffect(() => setSelectedIds([]), [filter, search])\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 and the search admit, not just\n  // 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            <TextField\n              size=\"small\"\n              value={search}\n              onChange={(event) => setSearch(event.target.value)}\n              placeholder=\"Search leads\"\n              slotProps={{\n                input: {\n                  startAdornment: (\n                    <InputAdornment position=\"start\">\n                      <MdiIcon path={mdiMagnify.path} size={0.8} />\n                    </InputAdornment>\n                  ),\n                },\n                htmlInput: { 'aria-label': 'Search leads', type: 'search' },\n              }}\n              sx={{ minWidth: 200 }}\n            />\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 ${LEAD_FILTER_LABELS[filter].toLowerCase()} leads` +\n                (search.trim() ? ` match “${search.trim()}”` : '') +\n                ` among the ${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                  // The search is the section's, above: the grid's own box\n                  // would search this page alone.\n                  quickFilter={false}\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 ${LEADS_WINDOW.toLocaleString()} most recently seen ` +\n                'leads. The search box and the status filter narrow these ' +\n                `${LEADS_WINDOW.toLocaleString()} only; 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 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package/src/lib/model/lead-filters.d.ts

@@ -27,3 +27,12 @@ export declare const LEAD_FILTERS: readonly LeadFilter[];
 export declare const LEAD_FILTER_LABELS: Record<LeadFilter, string>;
 /** Whether a lead belongs in a filter's view. An absent status is `new`. */
 export declare function leadMatchesFilter(lead: Pick<CrmLeadFields, 'status'>, filter: LeadFilter): boolean;
+/**
+ * Whether a lead answers a search term.
+ *
+ * Case-insensitive, and every whitespace-separated word of the term must
+ * appear in SOME searched field: `morgan lamphere` and `lamphere sal-15`
+ * both find Morgan Lamphere, `morgan smith` does not. A blank term matches
+ * every lead, so the box emptied is the list unfiltered.
+ */
+export declare function leadMatchesSearch(lead: Readonly<Record<string, unknown>>, term: string): boolean;

package/src/lib/model/lead-filters.js

@@ -35,5 +35,33 @@ export const LEAD_FILTER_LABELS = {
     if (filter === 'open') return isCrmLeadOpen(lead);
     return crmLeadStatus(lead) === filter;
 }
+/**
+ * The fields the Leads section's search box reads (AGL-3246): who the lead
+ * is and where they work — the words a person types to find one — plus the
+ * tags, which are how an import names its batch (`sal-15`). `name` and
+ * `email` are the capture door's fields rather than the CRM's, so the row is
+ * read as a record rather than through `CrmLeadFields`.
+ */ const LEAD_SEARCH_FIELDS = [
+    'name',
+    'email',
+    'company',
+    'jobTitle'
+];
+/**
+ * Whether a lead answers a search term.
+ *
+ * Case-insensitive, and every whitespace-separated word of the term must
+ * appear in SOME searched field: `morgan lamphere` and `lamphere sal-15`
+ * both find Morgan Lamphere, `morgan smith` does not. A blank term matches
+ * every lead, so the box emptied is the list unfiltered.
+ */ export function leadMatchesSearch(lead, term) {
+    const words = term.trim().toLowerCase().split(/\s+/).filter(Boolean);
+    if (!words.length) return true;
+    const values = [
+        ...LEAD_SEARCH_FIELDS.map((field)=>lead[field]),
+        ...Array.isArray(lead['tags']) ? lead['tags'] : []
+    ].filter((value)=>typeof value === 'string' && value !== '').map((value)=>value.toLowerCase());
+    return words.every((word)=>values.some((value)=>value.includes(word)));
+}
 
 //# sourceMappingURL=lead-filters.js.map

package/src/lib/model/lead-filters.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-filters.ts"],"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\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  crmLeadStatus,\n  isCrmLeadOpen,\n} from '@aglyn/aglyn'\n\n/**\n * What the Leads section's `Show` control offers (AGL-2608): the two\n * aggregate views and each status on its own. `open` is the default — the\n * list opens on the work — and it is the one view a Firestore query cannot\n * express, because a lead nobody has touched carries no status field at all;\n * see the section for why the filter runs over a loaded window.\n */\nexport type LeadFilter = 'open' | 'all' | CrmLeadStatus\n\nexport const LEAD_FILTERS: readonly LeadFilter[] = [\n  'open',\n  'new',\n  'working',\n  'qualified',\n  'unqualified',\n  'all',\n]\n\nexport const LEAD_FILTER_LABELS: Record<LeadFilter, string> = {\n  open: 'Open',\n  all: 'All',\n  new: CRM_LEAD_STATUS_LABELS.new,\n  working: CRM_LEAD_STATUS_LABELS.working,\n  qualified: CRM_LEAD_STATUS_LABELS.qualified,\n  unqualified: CRM_LEAD_STATUS_LABELS.unqualified,\n}\n\n/** Whether a lead belongs in a filter's view. An absent status is `new`. */\nexport function leadMatchesFilter(\n  lead: Pick<CrmLeadFields, 'status'>,\n  filter: LeadFilter,\n): boolean {\n  if (filter === 'all') return true\n  if (filter === 'open') return isCrmLeadOpen(lead)\n  return crmLeadStatus(lead) === filter\n}\n"],"names":["CRM_LEAD_STATUS_LABELS","crmLeadStatus","isCrmLeadOpen","LEAD_FILTERS","LEAD_FILTER_LABELS","open","all","new","working","qualified","unqualified","leadMatchesFilter","lead","filter"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,sBAAsB,EAGtBC,aAAa,EACbC,aAAa,QACR,eAAc;AAWrB,OAAO,MAAMC,eAAsC;IACjD;IACA;IACA;IACA;IACA;IACA;CACD,CAAA;AAED,OAAO,MAAMC,qBAAiD;IAC5DC,MAAM;IACNC,KAAK;IACLC,KAAKP,uBAAuBO,GAAG;IAC/BC,SAASR,uBAAuBQ,OAAO;IACvCC,WAAWT,uBAAuBS,SAAS;IAC3CC,aAAaV,uBAAuBU,WAAW;AACjD,EAAC;AAED,0EAA0E,GAC1E,OAAO,SAASC,kBACdC,IAAmC,EACnCC,MAAkB;IAElB,IAAIA,WAAW,OAAO,OAAO;IAC7B,IAAIA,WAAW,QAAQ,OAAOX,cAAcU;IAC5C,OAAOX,cAAcW,UAAUC;AACjC"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-filters.ts"],"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\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  crmLeadStatus,\n  isCrmLeadOpen,\n} from '@aglyn/aglyn'\n\n/**\n * What the Leads section's `Show` control offers (AGL-2608): the two\n * aggregate views and each status on its own. `open` is the default — the\n * list opens on the work — and it is the one view a Firestore query cannot\n * express, because a lead nobody has touched carries no status field at all;\n * see the section for why the filter runs over a loaded window.\n */\nexport type LeadFilter = 'open' | 'all' | CrmLeadStatus\n\nexport const LEAD_FILTERS: readonly LeadFilter[] = [\n  'open',\n  'new',\n  'working',\n  'qualified',\n  'unqualified',\n  'all',\n]\n\nexport const LEAD_FILTER_LABELS: Record<LeadFilter, string> = {\n  open: 'Open',\n  all: 'All',\n  new: CRM_LEAD_STATUS_LABELS.new,\n  working: CRM_LEAD_STATUS_LABELS.working,\n  qualified: CRM_LEAD_STATUS_LABELS.qualified,\n  unqualified: CRM_LEAD_STATUS_LABELS.unqualified,\n}\n\n/** Whether a lead belongs in a filter's view. An absent status is `new`. */\nexport function leadMatchesFilter(\n  lead: Pick<CrmLeadFields, 'status'>,\n  filter: LeadFilter,\n): boolean {\n  if (filter === 'all') return true\n  if (filter === 'open') return isCrmLeadOpen(lead)\n  return crmLeadStatus(lead) === filter\n}\n\n/**\n * The fields the Leads section's search box reads (AGL-3246): who the lead\n * is and where they work — the words a person types to find one — plus the\n * tags, which are how an import names its batch (`sal-15`). `name` and\n * `email` are the capture door's fields rather than the CRM's, so the row is\n * read as a record rather than through `CrmLeadFields`.\n */\nconst LEAD_SEARCH_FIELDS = ['name', 'email', 'company', 'jobTitle'] as const\n\n/**\n * Whether a lead answers a search term.\n *\n * Case-insensitive, and every whitespace-separated word of the term must\n * appear in SOME searched field: `morgan lamphere` and `lamphere sal-15`\n * both find Morgan Lamphere, `morgan smith` does not. A blank term matches\n * every lead, so the box emptied is the list unfiltered.\n */\nexport function leadMatchesSearch(\n  lead: Readonly<Record<string, unknown>>,\n  term: string,\n): boolean {\n  const words = term.trim().toLowerCase().split(/\\s+/).filter(Boolean)\n  if (!words.length) return true\n  const values = [\n    ...LEAD_SEARCH_FIELDS.map((field) => lead[field]),\n    ...(Array.isArray(lead['tags']) ? lead['tags'] : []),\n  ]\n    .filter((value): value is string => typeof value === 'string' && value !== '')\n    .map((value) => value.toLowerCase())\n  return words.every((word) => values.some((value) => value.includes(word)))\n}\n"],"names":["CRM_LEAD_STATUS_LABELS","crmLeadStatus","isCrmLeadOpen","LEAD_FILTERS","LEAD_FILTER_LABELS","open","all","new","working","qualified","unqualified","leadMatchesFilter","lead","filter","LEAD_SEARCH_FIELDS","leadMatchesSearch","term","words","trim","toLowerCase","split","Boolean","length","values","map","field","Array","isArray","value","every","word","some","includes"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,sBAAsB,EAGtBC,aAAa,EACbC,aAAa,QACR,eAAc;AAWrB,OAAO,MAAMC,eAAsC;IACjD;IACA;IACA;IACA;IACA;IACA;CACD,CAAA;AAED,OAAO,MAAMC,qBAAiD;IAC5DC,MAAM;IACNC,KAAK;IACLC,KAAKP,uBAAuBO,GAAG;IAC/BC,SAASR,uBAAuBQ,OAAO;IACvCC,WAAWT,uBAAuBS,SAAS;IAC3CC,aAAaV,uBAAuBU,WAAW;AACjD,EAAC;AAED,0EAA0E,GAC1E,OAAO,SAASC,kBACdC,IAAmC,EACnCC,MAAkB;IAElB,IAAIA,WAAW,OAAO,OAAO;IAC7B,IAAIA,WAAW,QAAQ,OAAOX,cAAcU;IAC5C,OAAOX,cAAcW,UAAUC;AACjC;AAEA;;;;;;CAMC,GACD,MAAMC,qBAAqB;IAAC;IAAQ;IAAS;IAAW;CAAW;AAEnE;;;;;;;CAOC,GACD,OAAO,SAASC,kBACdH,IAAuC,EACvCI,IAAY;IAEZ,MAAMC,QAAQD,KAAKE,IAAI,GAAGC,WAAW,GAAGC,KAAK,CAAC,OAAOP,MAAM,CAACQ;IAC5D,IAAI,CAACJ,MAAMK,MAAM,EAAE,OAAO;IAC1B,MAAMC,SAAS;WACVT,mBAAmBU,GAAG,CAAC,CAACC,QAAUb,IAAI,CAACa,MAAM;WAC5CC,MAAMC,OAAO,CAACf,IAAI,CAAC,OAAO,IAAIA,IAAI,CAAC,OAAO,GAAG,EAAE;KACpD,CACEC,MAAM,CAAC,CAACe,QAA2B,OAAOA,UAAU,YAAYA,UAAU,IAC1EJ,GAAG,CAAC,CAACI,QAAUA,MAAMT,WAAW;IACnC,OAAOF,MAAMY,KAAK,CAAC,CAACC,OAASP,OAAOQ,IAAI,CAAC,CAACH,QAAUA,MAAMI,QAAQ,CAACF;AACrE"}