@aglyn/plugins-crm 1.0.0-beta.162 → 1.0.0-beta.163

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  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_EMAIL_FILTER_LABELS,\n  LEAD_EMAIL_FILTERS,\n  LEAD_FILTERS,\n  type LeadEmailFilter,\n  type LeadFilter,\n  leadMatchesEmailFilter,\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 { CrmEmailStateChip } from './crm-email-state-chip'\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  /*\n   * The `Email` filter (AGL-3245) is the view's too, as an `emailState`\n   * clause beside the status one. Each setter keeps the other's clause:\n   * narrowing to bounced leads does not reopen the unqualified ones.\n   */\n  const emailFilter: LeadEmailFilter = useMemo(() => {\n    const value = views.state.filters.find((clause) => clause.field === 'emailState')?.value\n    return (LEAD_EMAIL_FILTERS as readonly string[]).includes(value ?? '')\n      ? (value as LeadEmailFilter)\n      : 'any'\n  }, [views.state.filters])\n  const setFilter = useCallback(\n    (next: LeadFilter) =>\n      views.setFilters([\n        ...views.state.filters.filter((clause) => clause.field !== 'status'),\n        ...(next === 'open' ? [] : [{ field: 'status', op: 'equals', value: next }]),\n      ]),\n    [views.setFilters, views.state.filters],\n  )\n  const setEmailFilter = useCallback(\n    (next: LeadEmailFilter) =>\n      views.setFilters([\n        ...views.state.filters.filter((clause) => clause.field !== 'emailState'),\n        ...(next === 'any' ? [] : [{ field: 'emailState', op: 'equals', value: next }]),\n      ]),\n    [views.setFilters, views.state.filters],\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 emailFilterLabelId = 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) =>\n          leadMatchesFilter(lead, filter) &&\n          leadMatchesEmailFilter(lead, emailFilter) &&\n          leadMatchesSearch(lead, search),\n      ),\n    [window, filter, emailFilter, 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, emailFilter, 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, emailFilter, 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        /*\n         * The verdict on the address (AGL-3245): the chip the lead's page\n         * carries, so a bounced lead is told apart in the queue it is worked\n         * from; its label for the sort and the export.\n         */\n        field: 'emailState',\n        headerName: 'Email',\n        flex: 0.9,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? Aglyn.EMAIL_STATE_LABELS[state.status] : ''\n        },\n        renderCell: ({ row }: { row: LeadRow }) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? (\n            <CrmEmailStateChip state={state} />\n          ) : (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\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            {/* The verdict on the address (AGL-3245): the bounced, the blocked, the ones who left. */}\n            <FormControl size=\"small\" sx={{ minWidth: 160 }}>\n              <InputLabel id={emailFilterLabelId}>{'Email'}</InputLabel>\n              <Select\n                labelId={emailFilterLabelId}\n                label=\"Email\"\n                value={emailFilter}\n                onChange={(event) => setEmailFilter(event.target.value as LeadEmailFilter)}\n              >\n                {LEAD_EMAIL_FILTERS.map((option) => (\n                  <MenuItem key={option} value={option}>\n                    {LEAD_EMAIL_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 ?? 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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 {\n  ConsolePluginPageProps,\n  CrmLeadFields,\n  CrmLeadStatus,\n} 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  useHostCampaigns,\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_EMAIL_FILTER_LABELS,\n  LEAD_EMAIL_FILTERS,\n  LEAD_FILTERS,\n  type LeadEmailFilter,\n  type LeadFilter,\n  leadMatchesCampaignFilter,\n  leadMatchesEmailFilter,\n  leadMatchesFilter,\n  leadMatchesSearch,\n} from '../model/lead-filters'\nimport { type LeadCsvOptions, leadsCsv } from '../model/leads-csv'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport {\n  leadSourceLabel,\n  leadSources,\n  leadTimeLabel,\n} 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 { CrmEmailStateChip } from './crm-email-state-chip'\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<\n    Record<string, unknown> & CrmLeadFields & { $id: string }\n  >(\n    () =>\n      hostId\n        ? query(\n            collection(firestore, 'hosts', hostId, 'leads'),\n            orderBy('lastSeenAtMs', 'desc'),\n            limit(LEADS_WINDOW + 1),\n          )\n        : null,\n    [firestore, hostId],\n    { idField: '$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({\n    hostIds: orgHostIds,\n    windowSize: LEADS_WINDOW,\n  })\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(\n      (clause) => clause.field === 'status',\n    )?.value\n    return (LEAD_FILTERS as readonly string[]).includes(value ?? '')\n      ? (value as LeadFilter)\n      : 'open'\n  }, [views.state.filters])\n  /*\n   * The `Email` filter (AGL-3245) is the view's too, as an `emailState`\n   * clause beside the status one. Each setter keeps the other's clause:\n   * narrowing to bounced leads does not reopen the unqualified ones.\n   */\n  const emailFilter: LeadEmailFilter = useMemo(() => {\n    const value = views.state.filters.find(\n      (clause) => clause.field === 'emailState',\n    )?.value\n    return (LEAD_EMAIL_FILTERS as readonly string[]).includes(value ?? '')\n      ? (value as LeadEmailFilter)\n      : 'any'\n  }, [views.state.filters])\n  const setFilter = useCallback(\n    (next: LeadFilter) =>\n      views.setFilters([\n        ...views.state.filters.filter((clause) => clause.field !== 'status'),\n        ...(next === 'open'\n          ? []\n          : [{ field: 'status', op: 'equals', value: next }]),\n      ]),\n    [views.setFilters, views.state.filters],\n  )\n  const setEmailFilter = useCallback(\n    (next: LeadEmailFilter) =>\n      views.setFilters([\n        ...views.state.filters.filter(\n          (clause) => clause.field !== 'emailState',\n        ),\n        ...(next === 'any'\n          ? []\n          : [{ field: 'emailState', op: 'equals', value: next }]),\n      ]),\n    [views.setFilters, views.state.filters],\n  )\n  /*\n   * The `Campaign` filter (AGL-3254) is the view's too, as a `campaignIds`\n   * clause: the id of one of the site's campaign containers, resolved to\n   * its name from the containers themselves — ids only in storage, so a\n   * renamed campaign keeps its leads. Under a site alone: a campaign\n   * belongs to one site, and the organization-level list spans them all.\n   */\n  const campaignFilter = useMemo(\n    () =>\n      views.state.filters.find((clause) => clause.field === 'campaignIds')\n        ?.value ?? '',\n    [views.state.filters],\n  )\n  const setCampaignFilter = useCallback(\n    (next: string) =>\n      views.setFilters([\n        ...views.state.filters.filter(\n          (clause) => clause.field !== 'campaignIds',\n        ),\n        ...(next\n          ? [{ field: 'campaignIds', op: 'contains', value: next }]\n          : []),\n      ]),\n    [views.setFilters, views.state.filters],\n  )\n  const campaigns = useHostCampaigns(hostId, { enabled: Boolean(hostId) })\n  const campaignName = useCallback(\n    (id: string) =>\n      campaigns.options.find((option) => option.value === id)?.label ?? id,\n    [campaigns.options],\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 emailFilterLabelId = useId()\n  const campaignFilterLabelId = 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) =>\n          leadMatchesFilter(lead, filter) &&\n          leadMatchesEmailFilter(lead, emailFilter) &&\n          leadMatchesCampaignFilter(lead, campaignFilter) &&\n          leadMatchesSearch(lead, search),\n      ),\n    [window, filter, emailFilter, campaignFilter, 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, emailFilter, campaignFilter, 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(\n    () => setSelectedIds([]),\n    [filter, emailFilter, campaignFilter, search],\n  )\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.campaignIds.length\n            ? { campaignIds: values.campaignIds }\n            : {}),\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(\n            String(payload['error'] ?? 'The lead could not be added.'),\n          )\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(\n          doc(firestore, 'hosts', lead.hostId, 'leads', lead.leadId),\n          {\n            ...fields,\n            updatedAt: serverTimestamp(),\n          },\n        )\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error\n            ? error.message\n            : '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) =>\n          String(row['name'] || row['email'] || ''),\n        renderCell: ({ row }: { row: LeadRow }) => (\n          <Stack\n            spacing={0}\n            sx={{ minWidth: 0, justifyContent: 'center', height: '100%' }}\n          >\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        /*\n         * The verdict on the address (AGL-3245): the chip the lead's page\n         * carries, so a bounced lead is told apart in the queue it is worked\n         * from; its label for the sort and the export.\n         */\n        field: 'emailState',\n        headerName: 'Email',\n        flex: 0.9,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? Aglyn.EMAIL_STATE_LABELS[state.status] : ''\n        },\n        renderCell: ({ row }: { row: LeadRow }) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? (\n            <CrmEmailStateChip state={state} />\n          ) : (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\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      // The campaigns the lead is filed under (AGL-3254), by name — the\n      // ids are the storage. Under a site only, like the filter.\n      ...(hostId\n        ? [\n            {\n              field: 'campaignIds',\n              headerName: 'Campaign',\n              flex: 1,\n              minWidth: 150,\n              valueGetter: (_value: unknown, row: LeadRow) =>\n                Aglyn.readCampaignIds(row).map(campaignName).join(', '),\n            } satisfies GridColDef,\n          ]\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: (\n                      <MdiIcon path={mdiAccountArrowRight.path} size={0.8} />\n                    ),\n                    href: routes.lead(row.leadId, hostId ? null : row.hostId),\n                  },\n                  {\n                    key: 'convert',\n                    label: 'Convert…',\n                    icon: (\n                      <MdiIcon\n                        path={mdiAccountConvertOutline.path}\n                        size={0.8}\n                      />\n                    ),\n                    onClick: () => setConverting(row),\n                    disabled: convertRefusal !== null,\n                    disabledReason: convertRefusal ?? undefined,\n                  },\n                  {\n                    key: 'assign',\n                    label: 'Assign owner',\n                    icon: (\n                      <MdiIcon path={mdiAccountTieOutline.path} size={0.8} />\n                    ),\n                    onClick: () => setAssigning(row),\n                  },\n                  {\n                    key: 'unqualify',\n                    label: 'Unqualify',\n                    icon: (\n                      <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />\n                    ),\n                    onClick: () => setUnqualifying(row),\n                    disabled:\n                      !Aglyn.isCrmLeadOpen(row) ||\n                      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, campaignName],\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', {\n          anchor: '#whats-in-the-crm-area',\n        })}\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) =>\n                  setFilter(event.target.value as LeadFilter)\n                }\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            {/* The verdict on the address (AGL-3245): the bounced, the blocked, the ones who left. */}\n            <FormControl size=\"small\" sx={{ minWidth: 160 }}>\n              <InputLabel id={emailFilterLabelId}>{'Email'}</InputLabel>\n              <Select\n                labelId={emailFilterLabelId}\n                label=\"Email\"\n                value={emailFilter}\n                onChange={(event) =>\n                  setEmailFilter(event.target.value as LeadEmailFilter)\n                }\n              >\n                {LEAD_EMAIL_FILTERS.map((option) => (\n                  <MenuItem key={option} value={option}>\n                    {LEAD_EMAIL_FILTER_LABELS[option]}\n                  </MenuItem>\n                ))}\n              </Select>\n            </FormControl>\n            {/* The campaign the lead is filed under (AGL-3254): the site's containers, by name. */}\n            {hostId ? (\n              <FormControl size=\"small\" sx={{ minWidth: 180 }}>\n                <InputLabel id={campaignFilterLabelId} shrink>\n                  {'Campaign'}\n                </InputLabel>\n                <Select\n                  labelId={campaignFilterLabelId}\n                  label=\"Campaign\"\n                  notched\n                  value={campaignFilter}\n                  onChange={(event) =>\n                    setCampaignFilter(String(event.target.value))\n                  }\n                  displayEmpty\n                >\n                  <MenuItem value=\"\">{'Any campaign'}</MenuItem>\n                  {campaigns.options.map((option) => (\n                    <MenuItem key={option.value} value={option.value}>\n                      {option.label}\n                    </MenuItem>\n                  ))}\n                  {/* A stored filter naming a campaign the site no longer lists stays selectable, by id, so it can be cleared. */}\n                  {campaignFilter &&\n                  !campaigns.options.some(\n                    (option) => option.value === campaignFilter,\n                  ) ? (\n                    <MenuItem value={campaignFilter}>{campaignFilter}</MenuItem>\n                  ) : null}\n                </Select>\n              </FormControl>\n            ) : null}\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\n              size=\"small\"\n              variant=\"contained\"\n              onClick={() => setCreateOpen(true)}\n            >\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 ? (\n            <LeadSurfacesNote hostId={hostId} />\n          ) : (\n            <OrgLeadSurfacesNote />\n          )}\n          {status === 'success' && window.length === 0 ? (\n            <EmptyStateComponent\n              label={'No leads yet'}\n              description={\n                '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            />\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={{\n                    selected: selectedIds,\n                    onChange: setSelectedIds,\n                  }}\n                  loading={status === 'loading'}\n                  onOpen={(_id, row: LeadRow) =>\n                    router.push(\n                      routes.lead(row.leadId, hostId ? null : row.hostId),\n                    )\n                  }\n                  // Columns and sort are the view's, controlled (AGL-2617).\n                  columnVisibilityModel={grid.columnVisibilityModel}\n                  onColumnVisibilityModelChange={\n                    grid.onColumnVisibilityModelChange\n                  }\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(\n          unqualifying?.['name'] || unqualifying?.['email'] || '',\n        )}\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={{\n        display: 'flex',\n        alignItems: 'center',\n        height: '100%',\n        width: '100%',\n      }}\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\">\n          {Aglyn.CRM_LEAD_STATUS_LABELS.working}\n        </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\n            value={current}\n            onChange={setUid}\n            roster={roster}\n            size=\"medium\"\n          />\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/components/new-lead-drawer.d.ts

@@ -12,6 +12,8 @@ export interface NewLeadValues {
     status: Extract<CrmLeadStatus, 'new' | 'working'>;
     ownerUid: string;
     tags: string[];
+    /** The site's campaigns to file the lead under (AGL-3254), by id. */
+    campaignIds: string[];
     address: AglynPostalAddress | null;
     notes: string;
 }

package/src/lib/components/new-lead-drawer.js

@@ -1,10 +1,12 @@
 'use client';
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
-import { CRM_LEAD_STATUS_LABELS, CRM_LEAD_TEXT_MAX, normalizeCrmLeadTags, normalizeContactEmail, normalizeCrmLeadProfile } from "@aglyn/aglyn";
+import { CRM_LEAD_STATUS_LABELS, CRM_LEAD_TEXT_MAX, campaignMembershipValue, normalizeCrmLeadTags, normalizeContactEmail, normalizeCrmLeadProfile } from "@aglyn/aglyn";
 import { ICON_VARIANT_CLOSE } from "@aglyn/shared-data-enums";
 import { Container, MdiIcon, SrOnly } from "@aglyn/shared-ui-jsx";
 import { NavigationDrawerComponent } from "@aglyn/shared-ui-jsx/components/navigation-drawer.component";
 import { Alert, Button, IconButton, MenuItem, Stack, TextField, Typography } from "@mui/material";
+import CampaignPicker from "@aglyn/shared-ui-email-campaigns/components/campaign-picker.component";
+import { useHostCampaigns } from "@aglyn/tenant-feature-instance";
 import { useEffect, useState } from "react";
 import { useCrmScope } from "../hooks/use-crm-scope.js";
 import { ContactAddressFields, EMPTY_ADDRESS } from "./contact-address-fields.js";
@@ -47,11 +49,20 @@ const NOTES_MAX = 4000;
     const [status, setStatus] = useState('new');
     const [ownerUid, setOwnerUid] = useState('');
     const [tags, setTags] = useState('');
+    const [campaignIds, setCampaignIds] = useState([]);
     const [address, setAddress] = useState(EMPTY_ADDRESS);
     const [notes, setNotes] = useState('');
     const [emailError, setEmailError] = useState('');
     const [phoneError, setPhoneError] = useState('');
     const [websiteError, setWebsiteError] = useState('');
+    /*
+   * The site's campaigns, for the picker (AGL-3254): read while the drawer
+   * is open, under the site the lead will be filed under — at the
+   * organization level, the picked one — and re-read when that changes,
+   * since a campaign belongs to one site.
+   */ const campaigns = useHostCampaigns(createHostId != null ? createHostId : undefined, {
+        enabled: open && Boolean(createHostId)
+    });
     // A fresh form on every opening: a person typed and then abandoned must
     // not reappear half-filled the next time somebody reaches for New lead.
     useEffect(()=>{
@@ -66,6 +77,7 @@ const NOTES_MAX = 4000;
         setStatus('new');
         setOwnerUid('');
         setTags('');
+        setCampaignIds([]);
         setAddress(EMPTY_ADDRESS);
         setNotes('');
         setEmailError('');
@@ -74,6 +86,10 @@ const NOTES_MAX = 4000;
     }, [
         open
     ]);
+    // A campaign picked under one site is not one of another site's.
+    useEffect(()=>setCampaignIds([]), [
+        createHostId
+    ]);
     const handleSubmit = ()=>{
         var _errors_phone, _errors_website, _patch_company, _patch_jobTitle, _patch_phone, _patch_website, _patch_leadSource, _patch_tags, _patch_address;
         const normalizedEmail = normalizeContactEmail(email);
@@ -101,6 +117,7 @@ const NOTES_MAX = 4000;
             status,
             ownerUid,
             tags: (_patch_tags = patch.tags) != null ? _patch_tags : [],
+            campaignIds: campaignMembershipValue(campaignIds),
             address: (_patch_address = patch.address) != null ? _patch_address : null,
             notes: notes.trim().slice(0, NOTES_MAX)
         });
@@ -287,6 +304,15 @@ const NOTES_MAX = 4000;
                         onChange: (event)=>setTags(event.target.value),
                         fullWidth: true
                     }),
+                    createHostId ? /*#__PURE__*/ _jsx(CampaignPicker, {
+                        options: campaigns.options,
+                        value: campaignIds,
+                        onChange: setCampaignIds,
+                        helperText: "The campaigns this lead is part of. It does not decide who a campaign mails.",
+                        disabled: Boolean(busy),
+                        empty: campaigns.ready && !campaigns.options.length,
+                        emptyText: "This site has no campaigns yet. Create one from Marketing to file leads under it."
+                    }) : null,
                     /*#__PURE__*/ _jsx(Typography, {
                         variant: "subtitle2",
                         children: 'Address'

package/src/lib/components/new-lead-drawer.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/new-lead-drawer.tsx"],"sourcesContent":["'use client'\n\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_TEXT_MAX,\n  type CrmLeadStatus,\n  normalizeCrmLeadTags,\n  normalizeContactEmail,\n  normalizeCrmLeadProfile,\n  type AglynPostalAddress,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport {\n  Alert,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport {\n  ContactAddressFields,\n  EMPTY_ADDRESS,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { LeadOwnerSelect } from './lead-owner-select'\n\n/** What the drawer hands back — already normalized where the route would. */\nexport interface NewLeadValues {\n  email: string\n  name: string\n  company: string\n  jobTitle: string\n  phone: string\n  website: string\n  leadSource: string\n  status: Extract<CrmLeadStatus, 'new' | 'working'>\n  ownerUid: string\n  tags: string[]\n  address: AglynPostalAddress | null\n  notes: string\n}\n\nexport interface NewLeadDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the lead is filed under — a lead is private to one site by\n   * path. `null` at the organization level, where the drawer asks which\n   * site with a picker and holds its submit until one is named.\n   */\n  hostId: string | null\n  org?: Record<string, unknown> | null\n  /** The request is in flight — the form holds still and the button says so. */\n  busy?: boolean\n  /** What the route answered when it refused, shown above the form. */\n  error?: string | null\n  /** The team, for the owner picker. */\n  roster: OrgMemberOptions\n  onSubmit: (values: NewLeadValues) => void\n}\n\nconst NOTES_MAX = 4000\n\n/**\n * ADDING ONE LEAD BY HAND, IN A DRAWER (AGL-3231).\n *\n * Salesforce's New Lead, on the Leads list: a person the team has heard of\n * and not yet qualified, entered with what is known — the address, the\n * name, the company as text, a title, a phone, a website, an address, tags\n * and where they came from. It makes a lead and nothing else: no contact,\n * no company record. Those are the conversion's to create once the lead is\n * real, which is what keeps one person from sitting in two lists.\n *\n * A drawer and not a form above the list, for the reason every list in this\n * console gives. The two fields a person can mistype in a way the record\n * cannot hold — the email and the phone, and the website beside them — are\n * checked before the request leaves, with the same normalizer the route\n * runs, so the refusal lands under the field. Everything else is the\n * route's to decide: whether the site already holds the address (it\n * updates that lead), whether the plan carries the suite, whether the site\n * is at the platform ceiling.\n */\nexport function NewLeadDrawer(props: NewLeadDrawerProps) {\n  const { open, onClose, hostId, org, busy, error, roster, onSubmit } = props\n  // The site the route files the lead under: the mounted site, or at the\n  // organization level the picked one. `null` until it is known.\n  const { createHostId } = useCrmScope({ hostId, org: org as never })\n\n  const [email, setEmail] = useState('')\n  const [name, setName] = useState('')\n  const [company, setCompany] = useState('')\n  const [jobTitle, setJobTitle] = useState('')\n  const [phone, setPhone] = useState('')\n  const [website, setWebsite] = useState('')\n  const [leadSource, setLeadSource] = useState('')\n  const [status, setStatus] = useState<NewLeadValues['status']>('new')\n  const [ownerUid, setOwnerUid] = useState('')\n  const [tags, setTags] = useState('')\n  const [address, setAddress] = useState<AddressDraft>(EMPTY_ADDRESS)\n  const [notes, setNotes] = useState('')\n  const [emailError, setEmailError] = useState('')\n  const [phoneError, setPhoneError] = useState('')\n  const [websiteError, setWebsiteError] = useState('')\n\n  // A fresh form on every opening: a person typed and then abandoned must\n  // not reappear half-filled the next time somebody reaches for New lead.\n  useEffect(() => {\n    if (!open) return\n    setEmail('')\n    setName('')\n    setCompany('')\n    setJobTitle('')\n    setPhone('')\n    setWebsite('')\n    setLeadSource('')\n    setStatus('new')\n    setOwnerUid('')\n    setTags('')\n    setAddress(EMPTY_ADDRESS)\n    setNotes('')\n    setEmailError('')\n    setPhoneError('')\n    setWebsiteError('')\n  }, [open])\n\n  const handleSubmit = () => {\n    const normalizedEmail = normalizeContactEmail(email)\n    const { patch, errors } = normalizeCrmLeadProfile({\n      company,\n      jobTitle,\n      phone,\n      website,\n      leadSource,\n      address,\n      tags: normalizeCrmLeadTags(tags),\n    })\n    setEmailError(normalizedEmail ? '' : 'Enter a valid email address.')\n    setPhoneError(errors.phone ?? '')\n    setWebsiteError(errors.website ?? '')\n    if (!normalizedEmail || errors.phone || errors.website) return\n    onSubmit({\n      email: normalizedEmail,\n      name: name.trim().replace(/\\s+/g, ' ').slice(0, CRM_LEAD_TEXT_MAX),\n      company: patch.company ?? '',\n      jobTitle: patch.jobTitle ?? '',\n      phone: patch.phone ?? '',\n      website: patch.website ?? '',\n      leadSource: patch.leadSource ?? '',\n      status,\n      ownerUid,\n      tags: patch.tags ?? [],\n      address: patch.address ?? null,\n      notes: notes.trim().slice(0, NOTES_MAX),\n    })\n  }\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      sx={{ '& .MuiDrawer-paper': { width: { xs: '100%', sm: 480 } } }}\n      appBarLeft={\n        <>\n          <IconButton color=\"inherit\" edge=\"start\" onClick={onClose} sx={{ mr: 2 }}>\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {'New lead'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          {/* First, because the lead is filed under the answer. Renders nothing under a site. */}\n          <CrmSitePicker\n            hostId={hostId}\n            disabled={Boolean(busy)}\n            helperText=\"The site this lead is filed under — a lead is private to one site.\"\n          />\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            type=\"email\"\n            value={email}\n            onChange={(event) => setEmail(event.target.value)}\n            error={Boolean(emailError)}\n            helperText={\n              emailError ||\n              'The one field that is required — a site holds one lead per address.'\n            }\n            required\n            fullWidth\n            autoFocus\n          />\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={name}\n            onChange={(event) => setName(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Company\"\n            value={company}\n            onChange={(event) => setCompany(event.target.value)}\n            helperText=\"As text — converting the lead is what makes it a company record.\"\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => setJobTitle(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            value={phone}\n            onChange={(event) => setPhone(event.target.value)}\n            error={Boolean(phoneError)}\n            helperText={phoneError || 'With the country code, like +1 512 555 0107'}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Website\"\n            value={website}\n            onChange={(event) => setWebsite(event.target.value)}\n            error={Boolean(websiteError)}\n            helperText={websiteError || 'Like acme.com'}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Lead source\"\n            value={leadSource}\n            onChange={(event) => setLeadSource(event.target.value)}\n            helperText=\"Where this lead came from — a list, an event, a referral\"\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <Stack direction={{ xs: 'column', sm: 'row' }} spacing={2}>\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={status}\n              onChange={(event) =>\n                setStatus(event.target.value as NewLeadValues['status'])\n              }\n              fullWidth\n            >\n              <MenuItem value=\"new\">{CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n              <MenuItem value=\"working\">{CRM_LEAD_STATUS_LABELS.working}</MenuItem>\n            </TextField>\n            <LeadOwnerSelect value={ownerUid} onChange={setOwnerUid} roster={roster} />\n          </Stack>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"icp2, a-list\"\n            helperText=\"Comma-separated\"\n            value={tags}\n            onChange={(event) => setTags(event.target.value)}\n            fullWidth\n          />\n          <Typography variant=\"subtitle2\">{'Address'}</Typography>\n          <ContactAddressFields value={address} onChange={setAddress} />\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={notes}\n            onChange={(event) => setNotes(event.target.value)}\n            multiline\n            minRows={2}\n            slotProps={{ htmlInput: { maxLength: NOTES_MAX } }}\n            fullWidth\n          />\n          <Button\n            variant=\"contained\"\n            color=\"primary\"\n            // Held until the site is known: the route files the lead under it.\n            disabled={Boolean(busy) || !createHostId}\n            onClick={handleSubmit}\n          >\n            {busy ? 'Adding…' : 'Add lead'}\n          </Button>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/new-lead-drawer.tsx"],"sourcesContent":["'use client'\n\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_TEXT_MAX,\n  type CrmLeadStatus,\n  campaignMembershipValue,\n  normalizeCrmLeadTags,\n  normalizeContactEmail,\n  normalizeCrmLeadProfile,\n  type AglynPostalAddress,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport {\n  Alert,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { useHostCampaigns } from '@aglyn/tenant-feature-instance'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport {\n  ContactAddressFields,\n  EMPTY_ADDRESS,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { LeadOwnerSelect } from './lead-owner-select'\n\n/** What the drawer hands back — already normalized where the route would. */\nexport interface NewLeadValues {\n  email: string\n  name: string\n  company: string\n  jobTitle: string\n  phone: string\n  website: string\n  leadSource: string\n  status: Extract<CrmLeadStatus, 'new' | 'working'>\n  ownerUid: string\n  tags: string[]\n  /** The site's campaigns to file the lead under (AGL-3254), by id. */\n  campaignIds: string[]\n  address: AglynPostalAddress | null\n  notes: string\n}\n\nexport interface NewLeadDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the lead is filed under — a lead is private to one site by\n   * path. `null` at the organization level, where the drawer asks which\n   * site with a picker and holds its submit until one is named.\n   */\n  hostId: string | null\n  org?: Record<string, unknown> | null\n  /** The request is in flight — the form holds still and the button says so. */\n  busy?: boolean\n  /** What the route answered when it refused, shown above the form. */\n  error?: string | null\n  /** The team, for the owner picker. */\n  roster: OrgMemberOptions\n  onSubmit: (values: NewLeadValues) => void\n}\n\nconst NOTES_MAX = 4000\n\n/**\n * ADDING ONE LEAD BY HAND, IN A DRAWER (AGL-3231).\n *\n * Salesforce's New Lead, on the Leads list: a person the team has heard of\n * and not yet qualified, entered with what is known — the address, the\n * name, the company as text, a title, a phone, a website, an address, tags\n * and where they came from. It makes a lead and nothing else: no contact,\n * no company record. Those are the conversion's to create once the lead is\n * real, which is what keeps one person from sitting in two lists.\n *\n * A drawer and not a form above the list, for the reason every list in this\n * console gives. The two fields a person can mistype in a way the record\n * cannot hold — the email and the phone, and the website beside them — are\n * checked before the request leaves, with the same normalizer the route\n * runs, so the refusal lands under the field. Everything else is the\n * route's to decide: whether the site already holds the address (it\n * updates that lead), whether the plan carries the suite, whether the site\n * is at the platform ceiling.\n */\nexport function NewLeadDrawer(props: NewLeadDrawerProps) {\n  const { open, onClose, hostId, org, busy, error, roster, onSubmit } = props\n  // The site the route files the lead under: the mounted site, or at the\n  // organization level the picked one. `null` until it is known.\n  const { createHostId } = useCrmScope({ hostId, org: org as never })\n\n  const [email, setEmail] = useState('')\n  const [name, setName] = useState('')\n  const [company, setCompany] = useState('')\n  const [jobTitle, setJobTitle] = useState('')\n  const [phone, setPhone] = useState('')\n  const [website, setWebsite] = useState('')\n  const [leadSource, setLeadSource] = useState('')\n  const [status, setStatus] = useState<NewLeadValues['status']>('new')\n  const [ownerUid, setOwnerUid] = useState('')\n  const [tags, setTags] = useState('')\n  const [campaignIds, setCampaignIds] = useState<string[]>([])\n  const [address, setAddress] = useState<AddressDraft>(EMPTY_ADDRESS)\n  const [notes, setNotes] = useState('')\n  const [emailError, setEmailError] = useState('')\n  const [phoneError, setPhoneError] = useState('')\n  const [websiteError, setWebsiteError] = useState('')\n  /*\n   * The site's campaigns, for the picker (AGL-3254): read while the drawer\n   * is open, under the site the lead will be filed under — at the\n   * organization level, the picked one — and re-read when that changes,\n   * since a campaign belongs to one site.\n   */\n  const campaigns = useHostCampaigns(createHostId ?? undefined, {\n    enabled: open && Boolean(createHostId),\n  })\n\n  // A fresh form on every opening: a person typed and then abandoned must\n  // not reappear half-filled the next time somebody reaches for New lead.\n  useEffect(() => {\n    if (!open) return\n    setEmail('')\n    setName('')\n    setCompany('')\n    setJobTitle('')\n    setPhone('')\n    setWebsite('')\n    setLeadSource('')\n    setStatus('new')\n    setOwnerUid('')\n    setTags('')\n    setCampaignIds([])\n    setAddress(EMPTY_ADDRESS)\n    setNotes('')\n    setEmailError('')\n    setPhoneError('')\n    setWebsiteError('')\n  }, [open])\n  // A campaign picked under one site is not one of another site's.\n  useEffect(() => setCampaignIds([]), [createHostId])\n\n  const handleSubmit = () => {\n    const normalizedEmail = normalizeContactEmail(email)\n    const { patch, errors } = normalizeCrmLeadProfile({\n      company,\n      jobTitle,\n      phone,\n      website,\n      leadSource,\n      address,\n      tags: normalizeCrmLeadTags(tags),\n    })\n    setEmailError(normalizedEmail ? '' : 'Enter a valid email address.')\n    setPhoneError(errors.phone ?? '')\n    setWebsiteError(errors.website ?? '')\n    if (!normalizedEmail || errors.phone || errors.website) return\n    onSubmit({\n      email: normalizedEmail,\n      name: name.trim().replace(/\\s+/g, ' ').slice(0, CRM_LEAD_TEXT_MAX),\n      company: patch.company ?? '',\n      jobTitle: patch.jobTitle ?? '',\n      phone: patch.phone ?? '',\n      website: patch.website ?? '',\n      leadSource: patch.leadSource ?? '',\n      status,\n      ownerUid,\n      tags: patch.tags ?? [],\n      campaignIds: campaignMembershipValue(campaignIds),\n      address: patch.address ?? null,\n      notes: notes.trim().slice(0, NOTES_MAX),\n    })\n  }\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      sx={{ '& .MuiDrawer-paper': { width: { xs: '100%', sm: 480 } } }}\n      appBarLeft={\n        <>\n          <IconButton\n            color=\"inherit\"\n            edge=\"start\"\n            onClick={onClose}\n            sx={{ mr: 2 }}\n          >\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {'New lead'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          {/* First, because the lead is filed under the answer. Renders nothing under a site. */}\n          <CrmSitePicker\n            hostId={hostId}\n            disabled={Boolean(busy)}\n            helperText=\"The site this lead is filed under — a lead is private to one site.\"\n          />\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            type=\"email\"\n            value={email}\n            onChange={(event) => setEmail(event.target.value)}\n            error={Boolean(emailError)}\n            helperText={\n              emailError ||\n              'The one field that is required — a site holds one lead per address.'\n            }\n            required\n            fullWidth\n            autoFocus\n          />\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={name}\n            onChange={(event) => setName(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Company\"\n            value={company}\n            onChange={(event) => setCompany(event.target.value)}\n            helperText=\"As text — converting the lead is what makes it a company record.\"\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => setJobTitle(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            value={phone}\n            onChange={(event) => setPhone(event.target.value)}\n            error={Boolean(phoneError)}\n            helperText={\n              phoneError || 'With the country code, like +1 512 555 0107'\n            }\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Website\"\n            value={website}\n            onChange={(event) => setWebsite(event.target.value)}\n            error={Boolean(websiteError)}\n            helperText={websiteError || 'Like acme.com'}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Lead source\"\n            value={leadSource}\n            onChange={(event) => setLeadSource(event.target.value)}\n            helperText=\"Where this lead came from — a list, an event, a referral\"\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <Stack direction={{ xs: 'column', sm: 'row' }} spacing={2}>\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={status}\n              onChange={(event) =>\n                setStatus(event.target.value as NewLeadValues['status'])\n              }\n              fullWidth\n            >\n              <MenuItem value=\"new\">{CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n              <MenuItem value=\"working\">\n                {CRM_LEAD_STATUS_LABELS.working}\n              </MenuItem>\n            </TextField>\n            <LeadOwnerSelect\n              value={ownerUid}\n              onChange={setOwnerUid}\n              roster={roster}\n            />\n          </Stack>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"icp2, a-list\"\n            helperText=\"Comma-separated\"\n            value={tags}\n            onChange={(event) => setTags(event.target.value)}\n            fullWidth\n          />\n          {/*\n            The campaigns to file the lead under (AGL-3254), picked the way a\n            form's page picks them. Grouping, not consent: it decides which\n            campaign pages list the lead, never whether anything mails them.\n           */}\n          {createHostId ? (\n            <CampaignPicker\n              options={campaigns.options}\n              value={campaignIds}\n              onChange={setCampaignIds}\n              helperText=\"The campaigns this lead is part of. It does not decide who a campaign mails.\"\n              disabled={Boolean(busy)}\n              empty={campaigns.ready && !campaigns.options.length}\n              emptyText=\"This site has no campaigns yet. Create one from Marketing to file leads under it.\"\n            />\n          ) : null}\n          <Typography variant=\"subtitle2\">{'Address'}</Typography>\n          <ContactAddressFields value={address} onChange={setAddress} />\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={notes}\n            onChange={(event) => setNotes(event.target.value)}\n            multiline\n            minRows={2}\n            slotProps={{ htmlInput: { maxLength: NOTES_MAX } }}\n            fullWidth\n          />\n          <Button\n            variant=\"contained\"\n            color=\"primary\"\n            // Held until the site is known: the route files the lead under it.\n            disabled={Boolean(busy) || !createHostId}\n            onClick={handleSubmit}\n          >\n            {busy ? 'Adding…' : 'Add lead'}\n          </Button>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\n\nexport default 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package/src/lib/declarations.server.js

@@ -16,6 +16,7 @@
  */ // The contract from its own module, not the plugin-manager barrel: boot needs
 // the registry and nothing else, and the barrel reaches the client contexts.
 import { registerPluginContactCaptureWriter } from "@aglyn/aglyn/plugin-manager/plugin-contact-capture";
+import { registerPluginLeadConversionListener } from "@aglyn/aglyn/plugin-manager/plugin-lead-conversion";
 import { BUNDLE_ID } from "./constants/bundle-common.js";
 /**
  * The CRM as the plugin that keeps people.
@@ -57,6 +58,20 @@ import { BUNDLE_ID } from "./constants/bundle-common.js";
     registerPluginContactCaptureWriter(crmContactCaptureWriter, {
         pluginId: BUNDLE_ID
     });
+    // The CRM's own share of a lead conversion (AGL-3254): the lead's
+    // campaigns go onto the contact's facet. Through the seam every door
+    // that converts a lead reaches, and deferred like the capture: the
+    // module that writes is loaded when the first conversion arrives, and
+    // it brings the Admin SDK with it — this file defers the plugin's OWN
+    // module only. A library imported statically across the plugin cannot
+    // also be lazy-loaded here: `enforce-module-boundaries` refuses every
+    // static import of a library the project lazy-loads anywhere.
+    registerPluginLeadConversionListener(async (request)=>{
+        const { carryLeadCampaignsOnConversion } = await import("./server/lead-campaign-carry.js");
+        return carryLeadCampaignsOnConversion(request);
+    }, {
+        pluginId: BUNDLE_ID
+    });
 }
 
 //# sourceMappingURL=declarations.server.js.map

package/src/lib/declarations.server.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.server.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\n// The contract from its own module, not the plugin-manager barrel: boot needs\n// the registry and nothing else, and the barrel reaches the client contexts.\nimport {\n  registerPluginContactCaptureWriter,\n  type PluginContactCaptureWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport { BUNDLE_ID } from './constants/bundle-common'\n\n/**\n * The CRM as the plugin that keeps people.\n *\n * Light by construction, the way the workflows listener is: the capture\n * itself is imported when the first one arrives, not when the process\n * starts, so a process that never captures anybody pays for this object and\n * nothing else. That matters because this registers in EVERY server process,\n * including ones that will never touch the CRM.\n */\nexport const crmContactCaptureWriter: PluginContactCaptureWriter = {\n  async capture(request) {\n    const { captureContactForCrm } = await import('./server/capture-contact')\n    return await captureContactForCrm(request)\n  },\n}\n\n/**\n * The plugin's SERVER declarations: what the server must know at boot, before\n * any door of the CRM has been called.\n *\n * ## Why a declaration and not a `tenantApi` registration\n *\n * The doors that meet a person mostly never load this plugin. A form\n * submission is a core route; an order and a booking are captured inside\n * STRIPE WEBHOOKS. None of them has a reason to load the CRM, and a registry\n * filled by a surface that did not load answers `null` — which\n * `capturePluginContact` defines as \"this workspace has no record system\", a\n * sentence that would be false and silent. Orders would stop creating\n * contacts with nothing red anywhere, which is the AGL-3025 shape.\n *\n * Running from both apps' generated server-declarations manifest at boot is\n * what makes the answer true in every process. It is also called from the\n * plugin's own API register functions, so a process whose boot did not run it\n * still registers the writer the first time a CRM door loads. Registering\n * twice replaces in place.\n *\n * ⚠️ The registry holds ONE writer: a workspace keeps one set of people. A\n * second plugin's is refused naming both, and the incumbent keeps serving.\n */\nexport function registerCrmServerDeclarations(): void {\n  registerPluginContactCaptureWriter(crmContactCaptureWriter, {\n    pluginId: BUNDLE_ID,\n  })\n}\n"],"names":["registerPluginContactCaptureWriter","BUNDLE_ID","crmContactCaptureWriter","capture","request","captureContactForCrm","registerCrmServerDeclarations","pluginId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,8EAA8E;AAC9E,6EAA6E;AAC7E,SACEA,kCAAkC,QAE7B,qDAAoD;AAC3D,SAASC,SAAS,QAAQ,+BAA2B;AAErD;;;;;;;;CAQC,GACD,OAAO,MAAMC,0BAAsD;IACjE,MAAMC,SAAQC,OAAO;QACnB,MAAM,EAAEC,oBAAoB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC9C,OAAO,MAAMA,qBAAqBD;IACpC;AACF,EAAC;AAED;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,SAASE;IACdN,mCAAmCE,yBAAyB;QAC1DK,UAAUN;IACZ;AACF"}
+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.server.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\n// The contract from its own module, not the plugin-manager barrel: boot needs\n// the registry and nothing else, and the barrel reaches the client contexts.\nimport {\n  registerPluginContactCaptureWriter,\n  type PluginContactCaptureWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport { registerPluginLeadConversionListener } from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion'\nimport { BUNDLE_ID } from './constants/bundle-common'\n\n/**\n * The CRM as the plugin that keeps people.\n *\n * Light by construction, the way the workflows listener is: the capture\n * itself is imported when the first one arrives, not when the process\n * starts, so a process that never captures anybody pays for this object and\n * nothing else. That matters because this registers in EVERY server process,\n * including ones that will never touch the CRM.\n */\nexport const crmContactCaptureWriter: PluginContactCaptureWriter = {\n  async capture(request) {\n    const { captureContactForCrm } = await import('./server/capture-contact')\n    return await captureContactForCrm(request)\n  },\n}\n\n/**\n * The plugin's SERVER declarations: what the server must know at boot, before\n * any door of the CRM has been called.\n *\n * ## Why a declaration and not a `tenantApi` registration\n *\n * The doors that meet a person mostly never load this plugin. A form\n * submission is a core route; an order and a booking are captured inside\n * STRIPE WEBHOOKS. None of them has a reason to load the CRM, and a registry\n * filled by a surface that did not load answers `null` — which\n * `capturePluginContact` defines as \"this workspace has no record system\", a\n * sentence that would be false and silent. Orders would stop creating\n * contacts with nothing red anywhere, which is the AGL-3025 shape.\n *\n * Running from both apps' generated server-declarations manifest at boot is\n * what makes the answer true in every process. It is also called from the\n * plugin's own API register functions, so a process whose boot did not run it\n * still registers the writer the first time a CRM door loads. Registering\n * twice replaces in place.\n *\n * ⚠️ The registry holds ONE writer: a workspace keeps one set of people. A\n * second plugin's is refused naming both, and the incumbent keeps serving.\n */\nexport function registerCrmServerDeclarations(): void {\n  registerPluginContactCaptureWriter(crmContactCaptureWriter, {\n    pluginId: BUNDLE_ID,\n  })\n  // The CRM's own share of a lead conversion (AGL-3254): the lead's\n  // campaigns go onto the contact's facet. Through the seam every door\n  // that converts a lead reaches, and deferred like the capture: the\n  // module that writes is loaded when the first conversion arrives, and\n  // it brings the Admin SDK with it — this file defers the plugin's OWN\n  // module only. A library imported statically across the plugin cannot\n  // also be lazy-loaded here: `enforce-module-boundaries` refuses every\n  // static import of a library the project lazy-loads anywhere.\n  registerPluginLeadConversionListener(\n    async (request) => {\n      const { carryLeadCampaignsOnConversion } =\n        await import('./server/lead-campaign-carry')\n      return carryLeadCampaignsOnConversion(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n}\n"],"names":["registerPluginContactCaptureWriter","registerPluginLeadConversionListener","BUNDLE_ID","crmContactCaptureWriter","capture","request","captureContactForCrm","registerCrmServerDeclarations","pluginId","carryLeadCampaignsOnConversion"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,8EAA8E;AAC9E,6EAA6E;AAC7E,SACEA,kCAAkC,QAE7B,qDAAoD;AAC3D,SAASC,oCAAoC,QAAQ,qDAAoD;AACzG,SAASC,SAAS,QAAQ,+BAA2B;AAErD;;;;;;;;CAQC,GACD,OAAO,MAAMC,0BAAsD;IACjE,MAAMC,SAAQC,OAAO;QACnB,MAAM,EAAEC,oBAAoB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC9C,OAAO,MAAMA,qBAAqBD;IACpC;AACF,EAAC;AAED;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,SAASE;IACdP,mCAAmCG,yBAAyB;QAC1DK,UAAUN;IACZ;IACA,kEAAkE;IAClE,qEAAqE;IACrE,mEAAmE;IACnE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,8DAA8D;IAC9DD,qCACE,OAAOI;QACL,MAAM,EAAEI,8BAA8B,EAAE,GACtC,MAAM,MAAM,CAAC;QACf,OAAOA,+BAA+BJ;IACxC,GACA;QAAEG,UAAUN;IAAU;AAE1B"}

package/src/lib/model/crm-lead-import.d.ts

@@ -42,7 +42,7 @@ export declare const LEAD_IMPORT_STATUSES: readonly CrmLeadStatus[];
  * contact beside it. They read under the same labels the contacts import
  * uses, so one spreadsheet maps the same way into either.
  */
-export declare const LEAD_IMPORT_FIELDS: readonly ["email", "name", "company", "jobTitle", "phone", "website", "leadSource", "status", "ownerEmail", "addressLine1", "addressLine2", "addressCity", "addressState", "addressPostalCode", "addressCountry", "tags", "unqualifiedReason", "notes"];
+export declare const LEAD_IMPORT_FIELDS: readonly ["email", "name", "company", "jobTitle", "phone", "website", "leadSource", "status", "ownerEmail", "addressLine1", "addressLine2", "addressCity", "addressState", "addressPostalCode", "addressCountry", "tags", "campaigns", "unqualifiedReason", "notes"];
 export type LeadImportField = (typeof LEAD_IMPORT_FIELDS)[number];
 /** How each field reads in the mapping menu. Typed so a field cannot ship unlabeled. */
 export declare const LEAD_IMPORT_FIELD_LABELS: Record<LeadImportField, string>;
@@ -58,9 +58,11 @@ export declare function guessLeadImportMapping(columns: readonly string[]): Lead
 export type LeadImportRawRow = Partial<Record<LeadImportField, unknown>>;
 /** One parsed line under the mapping. Empty cells are left absent; a lead has no custom fields. */
 export declare function mapLeadImportRow(cells: readonly string[], mapping: Record<number, LeadImportField | `custom:${string}`>): LeadImportRawRow;
-export type LeadImportSkipReason = 'invalid-email' | 'duplicate' | 'lead-ceiling' | 'write-failed';
+export type LeadImportSkipReason = 'invalid-email' | 'duplicate' | 'lead-ceiling' | 'campaign-unknown' | 'write-failed';
 /** How a skip reason reads on screen and in the downloaded file. */
 export declare const LEAD_IMPORT_SKIP_LABELS: Record<LeadImportSkipReason, string>;
+/** The most campaigns one row may name — the membership field's own cap. */
+export declare const LEAD_IMPORT_CAMPAIGNS_MAX = 20;
 /** One row, ready for the server to resolve and write. */
 export interface LeadImportRow {
     /** Normalized — the address `personKey` derives the document id from. */
@@ -73,6 +75,13 @@ export interface LeadImportRow {
      * is a cell nobody filled, not a decision to erase what the site knows.
      */
     profile: CrmLeadProfile;
+    /**
+     * The campaigns the row files the lead under (AGL-3254), by NAME as the
+     * file wrote them: the server resolves each against the site's own
+     * containers and refuses the row whole when one is not there, because a
+     * row filed under half its campaigns is a row nobody asked for.
+     */
+    campaigns?: string[];
     /** Absent leaves an existing lead's status alone and a new one reading as `new`. */
     status?: CrmLeadStatus;
     /** Normalized, for the server to resolve against the org's members. */