@aglyn/plugins-crm 1.0.0-beta.163 → 1.0.0-beta.165

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.163",
+  "version": "1.0.0-beta.165",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,18 +25,18 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.163",
-    "@aglyn/shared-data-enums": "1.0.0-beta.163",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.163",
-    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.163",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.163",
-    "@aglyn/shared-ui-next": "1.0.0-beta.163",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.163",
-    "@aglyn/shared-util-email": "1.0.0-beta.163",
-    "@aglyn/shared-util-http": "1.0.0-beta.163",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.163",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.163",
-    "@aglyn/tenant-runtime": "1.0.0-beta.163",
+    "@aglyn/aglyn": "1.0.0-beta.165",
+    "@aglyn/shared-data-enums": "1.0.0-beta.165",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.165",
+    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.165",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.165",
+    "@aglyn/shared-ui-next": "1.0.0-beta.165",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.165",
+    "@aglyn/shared-util-email": "1.0.0-beta.165",
+    "@aglyn/shared-util-http": "1.0.0-beta.165",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.165",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.165",
+    "@aglyn/tenant-runtime": "1.0.0-beta.165",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

package/src/lib/components/contact-associations-card.js

@@ -240,10 +240,20 @@ import { crmRoutes } from "../model/crm-routes.js";
                         })
                     ]
                 }) : null,
-                hostId ? /*#__PURE__*/ _jsx(CrmRecordAttributionZone, {
-                    hostId: hostId,
-                    recordKind: "contact",
-                    recordId: record.$id
+                hostId ? /*#__PURE__*/ _jsxs(Stack, {
+                    spacing: 0.5,
+                    children: [
+                        /*#__PURE__*/ _jsx(CrmRecordAttributionZone, {
+                            hostId: hostId,
+                            recordKind: "contact",
+                            recordId: record.$id
+                        }),
+                        /*#__PURE__*/ _jsx(Typography, {
+                            variant: "caption",
+                            color: "text.secondary",
+                            children: 'Filing is separate — see Filed under campaigns.'
+                        })
+                    ]
                 }) : null,
                 /*#__PURE__*/ _jsxs(Stack, {
                     spacing: 0.5,

package/src/lib/components/contact-associations-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-associations-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ConsentGroup,\n  type ContactSource,\n  MARKETING_BASIS_LABELS,\n  readMarketingBasis,\n} from '@aglyn/aglyn'\nimport { personKeyInBrowser } from '../model/person-key-web'\n/*\n * The component path and NOT the marketing barrel: that barrel is the entry\n * point the tenant's loader imports to activate the plugin's SITE half, so a\n * console card named there ships to every published page.\n */\nimport { CrmRecordAttributionZone } from './crm-attribution-zone'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useHostCampaigns,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Chip, Divider, Stack, Typography } from '@mui/material'\nimport { doc, getDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport type { ContactRecord } from '../model/contact-record'\nimport { crmRoutes } from '../model/crm-routes'\n\nexport interface ContactAssociationsCardProps {\n  /**\n   * The site whose lead, campaigns and attribution are shown — the mounted\n   * site, or at the organization level the holder's own; `null` for a row\n   * no site has captured, when none of the three has an address.\n   */\n  hostId: string | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /** The document as read, for the consent fields the projection leaves out. */\n  row: Record<string, unknown>\n  consentGroup: ConsentGroup\n  /** The listener's verdict on the row, for the stale-seed guard. */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The hub's own path, for the link to this person's lead. */\n  basePath: string\n  /**\n   * The site's Bookings page narrowed to this person's address (AGL-2660),\n   * or nothing where the site has no booking door — the page decides, and\n   * the row is simply not drawn.\n   */\n  bookingsHref?: string | null\n}\n\n/**\n * WHERE THIS PERSON CAME FROM AND WHAT THEY ARE FILED UNDER (AGL-2596).\n *\n * Four facts that were in the v1 drawer and are not properties of the\n * person so much as of the RELATIONSHIP:\n *\n *  - The SOURCES say which mechanism created the record — a form, a\n *    checkout, an import.\n *  - The ATTRIBUTION says which campaign led to it, recorded from the link\n *    they followed and never editable. One keyed read, paid on opening the\n *    page rather than per row of the list.\n *  - The CONSENT is the basis this controller holds for marketing email:\n *    opted in, opted out, or no record — three states that never collapse\n *    into two, because \"no record\" is the commonest and is not a refusal.\n *  - The FILING is which campaigns the team has PUT them in, a working set\n *    kept by hand. It adds nobody to a send: a campaign's audience is its\n *    lists and each email's own picker, and the helper says so where a\n *    reader would otherwise assume the opposite.\n *\n * The filing is the one editable thing here and has its own Save, through\n * the same stale-seed guard the properties card uses: a campaign membership\n * written over a cached read could revert somebody else's filing. The save\n * goes to `crm/contact-update` (AGL-2804), because the filing is this\n * holder's facet and a facet is the server's to write; like every field that\n * route writes, it is refused to a plan without the CRM (AGL-2851).\n *\n * ## The lead (AGL-2612)\n *\n * A LEAD is the sales record a lead surface — a sign-up, a booking, a form\n * with lead routing — files beside the contact, under the capturing site at\n * `hosts/{hostId}/leads/{personKey}`. The lead's page links the contact\n * once converted; nothing linked back, so the two halves of one person\n * read as unrelated. One `getDoc` by the key the capture derives — the\n * address, normalized and hashed, computed here on WebCrypto — is what\n * answers \"does this site hold a lead for this person\", and it is a read\n * this page pays because opening the record IS the ask. Absence is a fact\n * too: a contact captured by an order or an import has no lead, and the\n * chip is simply not there.\n */\nexport function ContactAssociationsCard(props: ContactAssociationsCardProps) {\n  const { hostId, record, row, consentGroup, seed, basePath, bookingsHref } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  const routes = crmRoutes(basePath)\n\n  const [leadKey, setLeadKey] = useState<string | null>(null)\n  const email = record.email\n  useEffect(() => {\n    let active = true\n    setLeadKey(null)\n    if (!hostId) return undefined\n    void (async () => {\n      const key = await personKeyInBrowser(email)\n      if (!key || !active) return\n      const snapshot = await getDoc(\n        doc(firestore, 'hosts', hostId, 'leads', key),\n      ).catch(() => null)\n      if (active && snapshot?.exists()) setLeadKey(key)\n    })().catch(() => undefined)\n    return () => {\n      active = false\n    }\n  }, [firestore, hostId, email])\n\n  const [campaigns, setCampaigns] = useState<string[]>(record.campaignIds)\n  const [saving, setSaving] = useState(false)\n  const recordId = record.$id\n  useEffect(() => {\n    setCampaigns(record.campaignIds)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  /*\n   * The site's campaigns, read because this page IS the ask: one picker on\n   * one record, and nothing in the list ever paid for the campaign list.\n   */\n  const siteCampaigns = useHostCampaigns(hostId ?? undefined, { enabled: Boolean(hostId) })\n\n  const consent = useMemo(\n    () => readMarketingBasis(row, consentGroup),\n    [row, consentGroup],\n  )\n\n  const handleSaveFiling = useCallback(async () => {\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        // An empty selection is sent as an empty list rather than left out,\n        // so \"filed under no campaign\" has one shape here and in the pass\n        // that detaches a deleted campaign.\n        () =>\n          contactUpdate.updateOne(record.$id, {\n            campaignIds: Aglyn.campaignMembershipValue(campaigns),\n          }),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [campaigns, contactUpdate, enqueueSnackbar, record.$id, seed.fromCache, seed.status])\n\n  const sources = Object.keys(record.sources ?? {}) as ContactSource[]\n  const consentDetail = [\n    consent.basisAtMs\n      ? `recorded ${new Date(consent.basisAtMs).toLocaleDateString()}`\n      : null,\n    consent.assertedBy === 'operator' ? 'entered by your team' : null,\n    consent.otherGrant === 'other-host'\n      ? 'opted in to another site in this workspace'\n      : null,\n  ].filter(Boolean)\n\n  return (\n    <CardDisplay\n      header={'Relationship'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#what-each-site-keeps-to-itself' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Sources'}</Typography>\n          {sources.length || leadKey ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip\n                  key={source}\n                  label={CONTACT_SOURCE_LABELS[source] ?? source}\n                  size=\"small\"\n                />\n              ))}\n              {/*\n                This site's lead for the person, when it holds one — a link,\n                in the shape the lead's page uses to point back here.\n              */}\n              {leadKey ? (\n                <Button\n                  component={AppLink as any}\n                  {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                  href={routes.lead(leadKey)}\n                  size=\"small\"\n                  variant=\"outlined\"\n                  sx={{ py: 0, minHeight: 24, lineHeight: 1.5 }}\n                >\n                  {'Lead on this site'}\n                </Button>\n              ) : null}\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'No capture recorded.'}\n            </Typography>\n          )}\n        </Stack>\n        {/*\n          The person's bookings on this site (AGL-2660): every booking\n          taken with their address, past ones too, on the Bookings page —\n          the appointments are that page's records, and this card only\n          points at them.\n        */}\n        {bookingsHref ? (\n          <Stack spacing={0.5}>\n            <Typography variant=\"subtitle2\">{'Bookings'}</Typography>\n            <Typography variant=\"body2\">\n              <AppLink href={bookingsHref}>{'Bookings on this site'}</AppLink>\n            </Typography>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Every booking made with this address, upcoming and past.'}\n            </Typography>\n          </Stack>\n        ) : null}\n        {hostId ? (\n          <CrmRecordAttributionZone\n            hostId={hostId}\n            recordKind=\"contact\"\n            recordId={record.$id}\n          />\n        ) : null}\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Marketing email'}</Typography>\n          <Typography variant=\"body2\">\n            {MARKETING_BASIS_LABELS[consent.basis]}\n            {consentDetail.length ? ` · ${consentDetail.join(' · ')}` : ''}\n          </Typography>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {consent.basis === 'unrecorded'\n              ? 'Nothing was recorded either way — not a refusal, and not permission.'\n              : `The basis this ${\n                  consentGroup.declared ? 'group' : 'site'\n                } holds. Other sites in the workspace keep their own.`}\n          </Typography>\n        </Stack>\n        <Divider />\n        <CampaignPicker\n          options={siteCampaigns.options}\n          value={campaigns}\n          onChange={setCampaigns}\n          label=\"Filed under campaigns\"\n          helperText=\"Your own filing. It never adds anyone to a send — a campaign mails its lists.\"\n          empty={siteCampaigns.ready && !siteCampaigns.options.length}\n          emptyText=\"This site has no campaigns yet.\"\n        />\n        <Stack direction=\"row\">\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || (siteCampaigns.ready && !siteCampaigns.options.length)}\n            onClick={() => void handleSaveFiling()}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        </Stack>\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactAssociationsCard.displayName = 'ContactAssociationsCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-associations-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ConsentGroup,\n  type ContactSource,\n  MARKETING_BASIS_LABELS,\n  readMarketingBasis,\n} from '@aglyn/aglyn'\nimport { personKeyInBrowser } from '../model/person-key-web'\n/*\n * The component path and NOT the marketing barrel: that barrel is the entry\n * point the tenant's loader imports to activate the plugin's SITE half, so a\n * console card named there ships to every published page.\n */\nimport { CrmRecordAttributionZone } from './crm-attribution-zone'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useHostCampaigns,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Chip, Divider, Stack, Typography } from '@mui/material'\nimport { doc, getDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport type { ContactRecord } from '../model/contact-record'\nimport { crmRoutes } from '../model/crm-routes'\n\nexport interface ContactAssociationsCardProps {\n  /**\n   * The site whose lead, campaigns and attribution are shown — the mounted\n   * site, or at the organization level the holder's own; `null` for a row\n   * no site has captured, when none of the three has an address.\n   */\n  hostId: string | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /** The document as read, for the consent fields the projection leaves out. */\n  row: Record<string, unknown>\n  consentGroup: ConsentGroup\n  /** The listener's verdict on the row, for the stale-seed guard. */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The hub's own path, for the link to this person's lead. */\n  basePath: string\n  /**\n   * The site's Bookings page narrowed to this person's address (AGL-2660),\n   * or nothing where the site has no booking door — the page decides, and\n   * the row is simply not drawn.\n   */\n  bookingsHref?: string | null\n}\n\n/**\n * WHERE THIS PERSON CAME FROM AND WHAT THEY ARE FILED UNDER (AGL-2596).\n *\n * Four facts that were in the v1 drawer and are not properties of the\n * person so much as of the RELATIONSHIP:\n *\n *  - The SOURCES say which mechanism created the record — a form, a\n *    checkout, an import.\n *  - The ATTRIBUTION says which campaign led to it, recorded from the link\n *    they followed and never editable. One keyed read, paid on opening the\n *    page rather than per row of the list.\n *  - The CONSENT is the basis this controller holds for marketing email:\n *    opted in, opted out, or no record — three states that never collapse\n *    into two, because \"no record\" is the commonest and is not a refusal.\n *  - The FILING is which campaigns the team has PUT them in, a working set\n *    kept by hand. It adds nobody to a send: a campaign's audience is its\n *    lists and each email's own picker, and the helper says so where a\n *    reader would otherwise assume the opposite.\n *\n * The filing is the one editable thing here and has its own Save, through\n * the same stale-seed guard the properties card uses: a campaign membership\n * written over a cached read could revert somebody else's filing. The save\n * goes to `crm/contact-update` (AGL-2804), because the filing is this\n * holder's facet and a facet is the server's to write; like every field that\n * route writes, it is refused to a plan without the CRM (AGL-2851).\n *\n * ## The lead (AGL-2612)\n *\n * A LEAD is the sales record a lead surface — a sign-up, a booking, a form\n * with lead routing — files beside the contact, under the capturing site at\n * `hosts/{hostId}/leads/{personKey}`. The lead's page links the contact\n * once converted; nothing linked back, so the two halves of one person\n * read as unrelated. One `getDoc` by the key the capture derives — the\n * address, normalized and hashed, computed here on WebCrypto — is what\n * answers \"does this site hold a lead for this person\", and it is a read\n * this page pays because opening the record IS the ask. Absence is a fact\n * too: a contact captured by an order or an import has no lead, and the\n * chip is simply not there.\n */\nexport function ContactAssociationsCard(props: ContactAssociationsCardProps) {\n  const { hostId, record, row, consentGroup, seed, basePath, bookingsHref } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  const routes = crmRoutes(basePath)\n\n  const [leadKey, setLeadKey] = useState<string | null>(null)\n  const email = record.email\n  useEffect(() => {\n    let active = true\n    setLeadKey(null)\n    if (!hostId) return undefined\n    void (async () => {\n      const key = await personKeyInBrowser(email)\n      if (!key || !active) return\n      const snapshot = await getDoc(\n        doc(firestore, 'hosts', hostId, 'leads', key),\n      ).catch(() => null)\n      if (active && snapshot?.exists()) setLeadKey(key)\n    })().catch(() => undefined)\n    return () => {\n      active = false\n    }\n  }, [firestore, hostId, email])\n\n  const [campaigns, setCampaigns] = useState<string[]>(record.campaignIds)\n  const [saving, setSaving] = useState(false)\n  const recordId = record.$id\n  useEffect(() => {\n    setCampaigns(record.campaignIds)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  /*\n   * The site's campaigns, read because this page IS the ask: one picker on\n   * one record, and nothing in the list ever paid for the campaign list.\n   */\n  const siteCampaigns = useHostCampaigns(hostId ?? undefined, { enabled: Boolean(hostId) })\n\n  const consent = useMemo(\n    () => readMarketingBasis(row, consentGroup),\n    [row, consentGroup],\n  )\n\n  const handleSaveFiling = useCallback(async () => {\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        // An empty selection is sent as an empty list rather than left out,\n        // so \"filed under no campaign\" has one shape here and in the pass\n        // that detaches a deleted campaign.\n        () =>\n          contactUpdate.updateOne(record.$id, {\n            campaignIds: Aglyn.campaignMembershipValue(campaigns),\n          }),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [campaigns, contactUpdate, enqueueSnackbar, record.$id, seed.fromCache, seed.status])\n\n  const sources = Object.keys(record.sources ?? {}) as ContactSource[]\n  const consentDetail = [\n    consent.basisAtMs\n      ? `recorded ${new Date(consent.basisAtMs).toLocaleDateString()}`\n      : null,\n    consent.assertedBy === 'operator' ? 'entered by your team' : null,\n    consent.otherGrant === 'other-host'\n      ? 'opted in to another site in this workspace'\n      : null,\n  ].filter(Boolean)\n\n  return (\n    <CardDisplay\n      header={'Relationship'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#what-each-site-keeps-to-itself' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Sources'}</Typography>\n          {sources.length || leadKey ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip\n                  key={source}\n                  label={CONTACT_SOURCE_LABELS[source] ?? source}\n                  size=\"small\"\n                />\n              ))}\n              {/*\n                This site's lead for the person, when it holds one — a link,\n                in the shape the lead's page uses to point back here.\n              */}\n              {leadKey ? (\n                <Button\n                  component={AppLink as any}\n                  {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                  href={routes.lead(leadKey)}\n                  size=\"small\"\n                  variant=\"outlined\"\n                  sx={{ py: 0, minHeight: 24, lineHeight: 1.5 }}\n                >\n                  {'Lead on this site'}\n                </Button>\n              ) : null}\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'No capture recorded.'}\n            </Typography>\n          )}\n        </Stack>\n        {/*\n          The person's bookings on this site (AGL-2660): every booking\n          taken with their address, past ones too, on the Bookings page —\n          the appointments are that page's records, and this card only\n          points at them.\n        */}\n        {bookingsHref ? (\n          <Stack spacing={0.5}>\n            <Typography variant=\"subtitle2\">{'Bookings'}</Typography>\n            <Typography variant=\"body2\">\n              <AppLink href={bookingsHref}>{'Bookings on this site'}</AppLink>\n            </Typography>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Every booking made with this address, upcoming and past.'}\n            </Typography>\n          </Stack>\n        ) : null}\n        {hostId ? (\n          <Stack spacing={0.5}>\n            <CrmRecordAttributionZone\n              hostId={hostId}\n              recordKind=\"contact\"\n              recordId={record.$id}\n            />\n            {/* Attribution is the campaign that brought the person; the\n                picker below is the team's own filing (AGL-3274). */}\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Filing is separate — see Filed under campaigns.'}\n            </Typography>\n          </Stack>\n        ) : null}\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Marketing email'}</Typography>\n          <Typography variant=\"body2\">\n            {MARKETING_BASIS_LABELS[consent.basis]}\n            {consentDetail.length ? ` · ${consentDetail.join(' · ')}` : ''}\n          </Typography>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {consent.basis === 'unrecorded'\n              ? 'Nothing was recorded either way — not a refusal, and not permission.'\n              : `The basis this ${\n                  consentGroup.declared ? 'group' : 'site'\n                } holds. Other sites in the workspace keep their own.`}\n          </Typography>\n        </Stack>\n        <Divider />\n        <CampaignPicker\n          options={siteCampaigns.options}\n          value={campaigns}\n          onChange={setCampaigns}\n          label=\"Filed under campaigns\"\n          helperText=\"Your own filing. It never adds anyone to a send — a campaign mails its lists.\"\n          empty={siteCampaigns.ready && !siteCampaigns.options.length}\n          emptyText=\"This site has no campaigns yet.\"\n        />\n        <Stack direction=\"row\">\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || (siteCampaigns.ready && !siteCampaigns.options.length)}\n            onClick={() => void handleSaveFiling()}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        </Stack>\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactAssociationsCard.displayName = 'ContactAssociationsCard'\n\nexport default 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package/src/lib/components/contact-field-drawer.js

@@ -21,13 +21,30 @@ import { useCallback, useEffect, useMemo, useState } from "react";
 /** How the object reads in the drawer's own sentences — singular, lowercase. */ const OBJECT_NOUN = {
     contact: 'contact',
     company: 'company',
-    deal: 'deal'
+    deal: 'deal',
+    lead: 'lead'
+};
+/**
+ * Which objects a CSV import can fill a custom field on — see
+ * `CUSTOM_FIELD_OBJECT` in `record-facts.ts`, which decides what the
+ * mapping menu offers. The deal and lead files carry the standard columns
+ * only, so their drawers must not promise an import that would silently
+ * drop the column.
+ */ const IMPORTABLE = {
+    contact: true,
+    company: true,
+    deal: false,
+    lead: false
 };
 /**
  * What the drawer says about website forms, per object — see
  * {@link ContactFieldDrawerProps.object}.
  */ export function fieldDrawerMappingNote(object) {
-    return object === 'contact' ? 'A website form field can save its answer into this field.' : `A website form field saves into contact fields only; a ${OBJECT_NOUN[object]} ` + 'field is filled on the record, by CSV import or over the API.';
+    if (object === 'contact') {
+        return 'A website form field can save its answer into this field.';
+    }
+    const filled = IMPORTABLE[object] ? 'is filled on the record, by CSV import or over the API.' : 'is filled on the record or over the API.';
+    return `A website form field saves into contact fields only; a ${OBJECT_NOUN[object]} ` + `field ${filled}`;
 }
 /** How many choices a select may declare, and how long each may be. */ const OPTIONS_MAX = 50;
 const OPTION_MAX_LENGTH = 120;

package/src/lib/components/contact-field-drawer.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-field-drawer.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 {\n  CONTACT_FIELD_TYPE_LABELS,\n  CONTACT_FIELD_TYPES,\n  type ContactFieldType,\n  type CrmFieldObject,\n  isContactFieldType,\n  normalizeContactFieldKey,\n} from '@aglyn/aglyn'\nimport {\n  Button,\n  Drawer,\n  FormControlLabel,\n  MenuItem,\n  Stack,\n  Switch,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport type { ContactFieldDefinitionDoc } from '../hooks/use-contact-field-definitions'\n\n/** What the drawer hands back — the definition's editable half. */\nexport interface ContactFieldDraft {\n  label: string\n  key: string\n  type: ContactFieldType\n  /** The choices, for `select`; empty for every other type. */\n  options: string[]\n  required: boolean\n}\n\nexport interface ContactFieldDrawerProps {\n  open: boolean\n  onClose: () => void\n  /** The definition being edited, or `null` to create one. */\n  definition: ContactFieldDefinitionDoc | null\n  /**\n   * Every key the org has already used, retired ones included. A key is\n   * the map key values are stored under, so a retired field's key is still\n   * taken: a new field reusing it would read the old values back as its own.\n   */\n  takenKeys: readonly string[]\n  /** Receives the draft; closing on success is the caller's job. */\n  onSubmit: (draft: ContactFieldDraft) => Promise<void> | void\n  /**\n   * The record the field describes (AGL-2661) — the Fields section's\n   * current tab. Contacts when unsaid. The drawer's copy follows it, and it\n   * is the one thing here a form-field mapping cares about: a website form\n   * saves into a CONTACT field only, because a submission is a fact about\n   * a person, so the other objects' drawers say so instead of offering it.\n   */\n  object?: CrmFieldObject\n}\n\n/** How the object reads in the drawer's own sentences — singular, lowercase. */\nconst OBJECT_NOUN: Record<CrmFieldObject, string> = {\n  contact: 'contact',\n  company: 'company',\n  deal: 'deal',\n}\n\n/**\n * What the drawer says about website forms, per object — see\n * {@link ContactFieldDrawerProps.object}.\n */\nexport function fieldDrawerMappingNote(object: CrmFieldObject): string {\n  return object === 'contact'\n    ? 'A website form field can save its answer into this field.'\n    : `A website form field saves into contact fields only; a ${OBJECT_NOUN[object]} ` +\n        'field is filled on the record, by CSV import or over the API.'\n}\n\n/** How many choices a select may declare, and how long each may be. */\nconst OPTIONS_MAX = 50\nconst OPTION_MAX_LENGTH = 120\nconst LABEL_MAX_LENGTH = 80\n\n/** One choice per line, trimmed, blanks dropped, duplicates collapsed. */\nfunction parseOptions(text: string): string[] {\n  const seen = new Set<string>()\n  const options: string[] = []\n  for (const line of text.split('\\n')) {\n    const option = line.trim().slice(0, OPTION_MAX_LENGTH)\n    if (!option || seen.has(option)) continue\n    seen.add(option)\n    options.push(option)\n    if (options.length >= OPTIONS_MAX) break\n  }\n  return options\n}\n\n/**\n * The one form a custom contact field is created and edited through\n * (AGL-2601).\n *\n * ## The key follows the label until the author takes it over\n *\n * A merchant types \"Annual revenue\" and should not have to know that the\n * value is stored under `annual_revenue`. So the key is derived from the\n * label as they type — `normalizeContactFieldKey` — and shown beside it, and\n * only becomes the author's own the moment they edit it. That is the whole\n * of the grammar they are asked to learn, and the field is still there for\n * the author who wants `arr` instead.\n *\n * ## Two things do not change after creation\n *\n * The KEY is the map key every value is stored under, so changing it would\n * orphan every value already written; the TYPE is what every reader coerces\n * those values by, so changing it would make them unreadable. Both are\n * disabled on an existing field and say why. A rename is a new field and a\n * retire, which the section's list offers.\n */\nexport function ContactFieldDrawer(props: ContactFieldDrawerProps) {\n  const { open, onClose, definition, takenKeys, onSubmit, object = 'contact' } = props\n  const editing = Boolean(definition)\n  const noun = OBJECT_NOUN[object]\n\n  const [label, setLabel] = useState('')\n  const [key, setKey] = useState('')\n  const [keyTouched, setKeyTouched] = useState(false)\n  const [type, setType] = useState<ContactFieldType>('text')\n  const [optionsText, setOptionsText] = useState('')\n  const [required, setRequired] = useState(false)\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n\n  // Seeded on every open, from the definition when there is one: a drawer\n  // that kept the previous field's draft would offer it as the next one.\n  useEffect(() => {\n    if (!open) return\n    setLabel(definition?.label ?? '')\n    setKey(definition?.key ?? '')\n    setKeyTouched(Boolean(definition))\n    setType(definition?.type ?? 'text')\n    setOptionsText((definition?.options ?? []).join('\\n'))\n    setRequired(definition?.required === true)\n    setBusy(false)\n    setError(null)\n  }, [open, definition])\n\n  const derivedKey = useMemo(\n    () => (keyTouched ? normalizeContactFieldKey(key) : normalizeContactFieldKey(label)),\n    [keyTouched, key, label],\n  )\n  const shownKey = keyTouched ? key : (derivedKey ?? '')\n  const keyTaken =\n    !editing && derivedKey != null && takenKeys.includes(derivedKey)\n  const options = useMemo(() => parseOptions(optionsText), [optionsText])\n\n  const keyHelp = editing\n    ? 'Values are stored under this key, so it cannot change once the field exists.'\n    : keyTaken\n      ? 'That key is already in use — a retired field keeps its key.'\n      : shownKey && !derivedKey\n        ? 'A key starts with a letter and uses letters, digits and underscores.'\n        : 'Derived from the label; edit it to choose your own.'\n\n  const canSubmit =\n    !busy &&\n    label.trim().length > 0 &&\n    derivedKey != null &&\n    !keyTaken &&\n    (type !== 'select' || options.length > 0)\n\n  const handleSubmit = useCallback(async () => {\n    if (!canSubmit || derivedKey == null) return\n    setBusy(true)\n    setError(null)\n    try {\n      await onSubmit({\n        label: label.trim().slice(0, LABEL_MAX_LENGTH),\n        key: derivedKey,\n        type,\n        options: type === 'select' ? options : [],\n        required,\n      })\n    } catch (caught) {\n      console.error(caught)\n      setError('Could not save the field. Try again.')\n    } finally {\n      setBusy(false)\n    }\n  }, [canSubmit, derivedKey, onSubmit, label, type, options, required])\n\n  return (\n    <Drawer anchor=\"right\" open={open} onClose={onClose}>\n      <Stack spacing={2} sx={{ width: 360, p: 3 }}>\n        <Typography variant=\"h6\">\n          {editing ? `Edit ${noun} field` : `New ${noun} field`}\n        </Typography>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {fieldDrawerMappingNote(object)}\n        </Typography>\n        <TextField\n          size=\"small\"\n          label=\"Label\"\n          value={label}\n          onChange={(event) => setLabel(event.target.value)}\n          slotProps={{ htmlInput: { maxLength: LABEL_MAX_LENGTH } }}\n          autoFocus={!editing}\n          fullWidth\n        />\n        <TextField\n          size=\"small\"\n          label=\"Key\"\n          value={shownKey}\n          onChange={(event) => {\n            setKeyTouched(true)\n            setKey(event.target.value)\n          }}\n          disabled={editing}\n          error={!editing && (keyTaken || (shownKey.length > 0 && !derivedKey))}\n          helperText={keyHelp}\n          slotProps={{ htmlInput: { maxLength: 40, spellCheck: false } }}\n          fullWidth\n        />\n        <TextField\n          select\n          size=\"small\"\n          label=\"Type\"\n          value={type}\n          onChange={(event) => {\n            const next = event.target.value\n            if (isContactFieldType(next)) setType(next)\n          }}\n          disabled={editing}\n          helperText={\n            editing\n              ? 'Values are read by type, so it is fixed once the field exists.'\n              : undefined\n          }\n          fullWidth\n        >\n          {CONTACT_FIELD_TYPES.map((option) => (\n            <MenuItem key={option} value={option}>\n              {CONTACT_FIELD_TYPE_LABELS[option]}\n            </MenuItem>\n          ))}\n        </TextField>\n        {type === 'select' ? (\n          <TextField\n            size=\"small\"\n            label=\"Choices\"\n            value={optionsText}\n            onChange={(event) => setOptionsText(event.target.value)}\n            helperText=\"One per line. A stored value has to be one of these.\"\n            multiline\n            minRows={3}\n            fullWidth\n          />\n        ) : null}\n        <FormControlLabel\n          control={\n            <Switch\n              checked={required}\n              onChange={(event) => setRequired(event.target.checked)}\n            />\n          }\n          label={`Required on the ${noun} form`}\n        />\n        {error ? (\n          <Typography variant=\"body2\" color=\"error\">\n            {error}\n          </Typography>\n        ) : null}\n        <Stack direction=\"row\" spacing={1}>\n          <Button\n            variant=\"contained\"\n            color=\"primary\"\n            disabled={!canSubmit}\n            onClick={handleSubmit}\n          >\n            {editing ? 'Save' : 'Create field'}\n          </Button>\n          <Button onClick={onClose} disabled={busy}>\n            {'Cancel'}\n          </Button>\n        </Stack>\n      </Stack>\n    </Drawer>\n  )\n}\nContactFieldDrawer.displayName = 'ContactFieldDrawer'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-field-drawer.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 {\n  CONTACT_FIELD_TYPE_LABELS,\n  CONTACT_FIELD_TYPES,\n  type ContactFieldType,\n  type CrmFieldObject,\n  isContactFieldType,\n  normalizeContactFieldKey,\n} from '@aglyn/aglyn'\nimport {\n  Button,\n  Drawer,\n  FormControlLabel,\n  MenuItem,\n  Stack,\n  Switch,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport type { ContactFieldDefinitionDoc } from '../hooks/use-contact-field-definitions'\n\n/** What the drawer hands back — the definition's editable half. */\nexport interface ContactFieldDraft {\n  label: string\n  key: string\n  type: ContactFieldType\n  /** The choices, for `select`; empty for every other type. */\n  options: string[]\n  required: boolean\n}\n\nexport interface ContactFieldDrawerProps {\n  open: boolean\n  onClose: () => void\n  /** The definition being edited, or `null` to create one. */\n  definition: ContactFieldDefinitionDoc | null\n  /**\n   * Every key the org has already used, retired ones included. A key is\n   * the map key values are stored under, so a retired field's key is still\n   * taken: a new field reusing it would read the old values back as its own.\n   */\n  takenKeys: readonly string[]\n  /** Receives the draft; closing on success is the caller's job. */\n  onSubmit: (draft: ContactFieldDraft) => Promise<void> | void\n  /**\n   * The record the field describes (AGL-2661) — the Fields section's\n   * current tab. Contacts when unsaid. The drawer's copy follows it, and it\n   * is the one thing here a form-field mapping cares about: a website form\n   * saves into a CONTACT field only, because a submission is a fact about\n   * a person, so the other objects' drawers say so instead of offering it.\n   */\n  object?: CrmFieldObject\n}\n\n/** How the object reads in the drawer's own sentences — singular, lowercase. */\nconst OBJECT_NOUN: Record<CrmFieldObject, string> = {\n  contact: 'contact',\n  company: 'company',\n  deal: 'deal',\n  lead: 'lead',\n}\n\n/**\n * Which objects a CSV import can fill a custom field on — see\n * `CUSTOM_FIELD_OBJECT` in `record-facts.ts`, which decides what the\n * mapping menu offers. The deal and lead files carry the standard columns\n * only, so their drawers must not promise an import that would silently\n * drop the column.\n */\nconst IMPORTABLE: Record<CrmFieldObject, boolean> = {\n  contact: true,\n  company: true,\n  deal: false,\n  lead: false,\n}\n\n/**\n * What the drawer says about website forms, per object — see\n * {@link ContactFieldDrawerProps.object}.\n */\nexport function fieldDrawerMappingNote(object: CrmFieldObject): string {\n  if (object === 'contact') {\n    return 'A website form field can save its answer into this field.'\n  }\n  const filled = IMPORTABLE[object]\n    ? 'is filled on the record, by CSV import or over the API.'\n    : 'is filled on the record or over the API.'\n  return (\n    `A website form field saves into contact fields only; a ${OBJECT_NOUN[object]} ` +\n    `field ${filled}`\n  )\n}\n\n/** How many choices a select may declare, and how long each may be. */\nconst OPTIONS_MAX = 50\nconst OPTION_MAX_LENGTH = 120\nconst LABEL_MAX_LENGTH = 80\n\n/** One choice per line, trimmed, blanks dropped, duplicates collapsed. */\nfunction parseOptions(text: string): string[] {\n  const seen = new Set<string>()\n  const options: string[] = []\n  for (const line of text.split('\\n')) {\n    const option = line.trim().slice(0, OPTION_MAX_LENGTH)\n    if (!option || seen.has(option)) continue\n    seen.add(option)\n    options.push(option)\n    if (options.length >= OPTIONS_MAX) break\n  }\n  return options\n}\n\n/**\n * The one form a custom contact field is created and edited through\n * (AGL-2601).\n *\n * ## The key follows the label until the author takes it over\n *\n * A merchant types \"Annual revenue\" and should not have to know that the\n * value is stored under `annual_revenue`. So the key is derived from the\n * label as they type — `normalizeContactFieldKey` — and shown beside it, and\n * only becomes the author's own the moment they edit it. That is the whole\n * of the grammar they are asked to learn, and the field is still there for\n * the author who wants `arr` instead.\n *\n * ## Two things do not change after creation\n *\n * The KEY is the map key every value is stored under, so changing it would\n * orphan every value already written; the TYPE is what every reader coerces\n * those values by, so changing it would make them unreadable. Both are\n * disabled on an existing field and say why. A rename is a new field and a\n * retire, which the section's list offers.\n */\nexport function ContactFieldDrawer(props: ContactFieldDrawerProps) {\n  const { open, onClose, definition, takenKeys, onSubmit, object = 'contact' } = props\n  const editing = Boolean(definition)\n  const noun = OBJECT_NOUN[object]\n\n  const [label, setLabel] = useState('')\n  const [key, setKey] = useState('')\n  const [keyTouched, setKeyTouched] = useState(false)\n  const [type, setType] = useState<ContactFieldType>('text')\n  const [optionsText, setOptionsText] = useState('')\n  const [required, setRequired] = useState(false)\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n\n  // Seeded on every open, from the definition when there is one: a drawer\n  // that kept the previous field's draft would offer it as the next one.\n  useEffect(() => {\n    if (!open) return\n    setLabel(definition?.label ?? '')\n    setKey(definition?.key ?? '')\n    setKeyTouched(Boolean(definition))\n    setType(definition?.type ?? 'text')\n    setOptionsText((definition?.options ?? []).join('\\n'))\n    setRequired(definition?.required === true)\n    setBusy(false)\n    setError(null)\n  }, [open, definition])\n\n  const derivedKey = useMemo(\n    () => (keyTouched ? normalizeContactFieldKey(key) : normalizeContactFieldKey(label)),\n    [keyTouched, key, label],\n  )\n  const shownKey = keyTouched ? key : (derivedKey ?? '')\n  const keyTaken =\n    !editing && derivedKey != null && takenKeys.includes(derivedKey)\n  const options = useMemo(() => parseOptions(optionsText), [optionsText])\n\n  const keyHelp = editing\n    ? 'Values are stored under this key, so it cannot change once the field exists.'\n    : keyTaken\n      ? 'That key is already in use — a retired field keeps its key.'\n      : shownKey && !derivedKey\n        ? 'A key starts with a letter and uses letters, digits and underscores.'\n        : 'Derived from the label; edit it to choose your own.'\n\n  const canSubmit =\n    !busy &&\n    label.trim().length > 0 &&\n    derivedKey != null &&\n    !keyTaken &&\n    (type !== 'select' || options.length > 0)\n\n  const handleSubmit = useCallback(async () => {\n    if (!canSubmit || derivedKey == null) return\n    setBusy(true)\n    setError(null)\n    try {\n      await onSubmit({\n        label: label.trim().slice(0, LABEL_MAX_LENGTH),\n        key: derivedKey,\n        type,\n        options: type === 'select' ? options : [],\n        required,\n      })\n    } catch (caught) {\n      console.error(caught)\n      setError('Could not save the field. Try again.')\n    } finally {\n      setBusy(false)\n    }\n  }, [canSubmit, derivedKey, onSubmit, label, type, options, required])\n\n  return (\n    <Drawer anchor=\"right\" open={open} onClose={onClose}>\n      <Stack spacing={2} sx={{ width: 360, p: 3 }}>\n        <Typography variant=\"h6\">\n          {editing ? `Edit ${noun} field` : `New ${noun} field`}\n        </Typography>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {fieldDrawerMappingNote(object)}\n        </Typography>\n        <TextField\n          size=\"small\"\n          label=\"Label\"\n          value={label}\n          onChange={(event) => setLabel(event.target.value)}\n          slotProps={{ htmlInput: { maxLength: LABEL_MAX_LENGTH } }}\n          autoFocus={!editing}\n          fullWidth\n        />\n        <TextField\n          size=\"small\"\n          label=\"Key\"\n          value={shownKey}\n          onChange={(event) => {\n            setKeyTouched(true)\n            setKey(event.target.value)\n          }}\n          disabled={editing}\n          error={!editing && (keyTaken || (shownKey.length > 0 && !derivedKey))}\n          helperText={keyHelp}\n          slotProps={{ htmlInput: { maxLength: 40, spellCheck: false } }}\n          fullWidth\n        />\n        <TextField\n          select\n          size=\"small\"\n          label=\"Type\"\n          value={type}\n          onChange={(event) => {\n            const next = event.target.value\n            if (isContactFieldType(next)) setType(next)\n          }}\n          disabled={editing}\n          helperText={\n            editing\n              ? 'Values are read by type, so it is fixed once the field exists.'\n              : undefined\n          }\n          fullWidth\n        >\n          {CONTACT_FIELD_TYPES.map((option) => (\n            <MenuItem key={option} value={option}>\n              {CONTACT_FIELD_TYPE_LABELS[option]}\n            </MenuItem>\n          ))}\n        </TextField>\n        {type === 'select' ? (\n          <TextField\n            size=\"small\"\n            label=\"Choices\"\n            value={optionsText}\n            onChange={(event) => setOptionsText(event.target.value)}\n            helperText=\"One per line. A stored value has to be one of these.\"\n            multiline\n            minRows={3}\n            fullWidth\n          />\n        ) : null}\n        <FormControlLabel\n          control={\n            <Switch\n              checked={required}\n              onChange={(event) => setRequired(event.target.checked)}\n            />\n          }\n          label={`Required on the ${noun} form`}\n        />\n        {error ? (\n          <Typography variant=\"body2\" color=\"error\">\n            {error}\n          </Typography>\n        ) : null}\n        <Stack direction=\"row\" spacing={1}>\n          <Button\n            variant=\"contained\"\n            color=\"primary\"\n            disabled={!canSubmit}\n            onClick={handleSubmit}\n          >\n            {editing ? 'Save' : 'Create field'}\n          </Button>\n          <Button onClick={onClose} disabled={busy}>\n            {'Cancel'}\n          </Button>\n        </Stack>\n      </Stack>\n    </Drawer>\n  )\n}\nContactFieldDrawer.displayName = 'ContactFieldDrawer'\n\nexport default ContactFieldDrawer\n"],"names":["CONTACT_FIELD_TYPE_LABELS","CONTACT_FIELD_TYPES","isContactFieldType","normalizeContactFieldKey","Button","Drawer","FormControlLabel","MenuItem","Stack","Switch","TextField","Typography","useCallback","useEffect","useMemo","useState","OBJECT_NOUN","contact","company","deal","lead","IMPORTABLE","fieldDrawerMappingNote","object","filled","OPTIONS_MAX","OPTION_MAX_LENGTH","LABEL_MAX_LENGTH","parseOptions","text","seen","Set","options","line","split","option","trim","slice","has","add","push","length","ContactFieldDrawer","props","open","onClose","definition","takenKeys","onSubmit","editing","Boolean","noun","label","setLabel","key","setKey","keyTouched","setKeyTouched","type","setType","optionsText","setOptionsText","required","setRequired","busy","setBusy","error","setError","join","derivedKey","shownKey","keyTaken","includes","keyHelp","canSubmit","handleSubmit","caught","console","anchor","spacing","sx","width","p","variant","color","size","value","onChange","event","target","slotProps","htmlInput","maxLength","autoFocus","fullWidth","disabled","helperText","spellCheck","select","next","undefined","map","multiline","minRows","control","checked","direction","onClick","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,yBAAyB,EACzBC,mBAAmB,EAGnBC,kBAAkB,EAClBC,wBAAwB,QACnB,eAAc;AACrB,SACEC,MAAM,EACNC,MAAM,EACNC,gBAAgB,EAChBC,QAAQ,EACRC,KAAK,EACLC,MAAM,EACNC,SAAS,EACTC,UAAU,QACL,gBAAe;AACtB,SAASC,WAAW,EAAEC,SAAS,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AAoCjE,8EAA8E,GAC9E,MAAMC,cAA8C;IAClDC,SAAS;IACTC,SAAS;IACTC,MAAM;IACNC,MAAM;AACR;AAEA;;;;;;CAMC,GACD,MAAMC,aAA8C;IAClDJ,SAAS;IACTC,SAAS;IACTC,MAAM;IACNC,MAAM;AACR;AAEA;;;CAGC,GACD,OAAO,SAASE,uBAAuBC,MAAsB;IAC3D,IAAIA,WAAW,WAAW;QACxB,OAAO;IACT;IACA,MAAMC,SAASH,UAAU,CAACE,OAAO,GAC7B,4DACA;IACJ,OACE,CAAC,uDAAuD,EAAEP,WAAW,CAACO,OAAO,CAAC,CAAC,CAAC,GAChF,CAAC,MAAM,EAAEC,QAAQ;AAErB;AAEA,qEAAqE,GACrE,MAAMC,cAAc;AACpB,MAAMC,oBAAoB;AAC1B,MAAMC,mBAAmB;AAEzB,wEAAwE,GACxE,SAASC,aAAaC,IAAY;IAChC,MAAMC,OAAO,IAAIC;IACjB,MAAMC,UAAoB,EAAE;IAC5B,KAAK,MAAMC,QAAQJ,KAAKK,KAAK,CAAC,MAAO;QACnC,MAAMC,SAASF,KAAKG,IAAI,GAAGC,KAAK,CAAC,GAAGX;QACpC,IAAI,CAACS,UAAUL,KAAKQ,GAAG,CAACH,SAAS;QACjCL,KAAKS,GAAG,CAACJ;QACTH,QAAQQ,IAAI,CAACL;QACb,IAAIH,QAAQS,MAAM,IAAIhB,aAAa;IACrC;IACA,OAAOO;AACT;AAEA;;;;;;;;;;;;;;;;;;;;CAoBC,GACD,OAAO,SAASU,mBAAmBC,KAA8B;IAC/D,MAAM,EAAEC,IAAI,EAAEC,OAAO,EAAEC,UAAU,EAAEC,SAAS,EAAEC,QAAQ,EAAEzB,SAAS,SAAS,EAAE,GAAGoB;IAC/E,MAAMM,UAAUC,QAAQJ;IACxB,MAAMK,OAAOnC,WAAW,CAACO,OAAO;IAEhC,MAAM,CAAC6B,OAAOC,SAAS,GAAGtC,SAAS;IACnC,MAAM,CAACuC,KAAKC,OAAO,GAAGxC,SAAS;IAC/B,MAAM,CAACyC,YAAYC,cAAc,GAAG1C,SAAS;IAC7C,MAAM,CAAC2C,MAAMC,QAAQ,GAAG5C,SAA2B;IACnD,MAAM,CAAC6C,aAAaC,eAAe,GAAG9C,SAAS;IAC/C,MAAM,CAAC+C,UAAUC,YAAY,GAAGhD,SAAS;IACzC,MAAM,CAACiD,MAAMC,QAAQ,GAAGlD,SAAS;IACjC,MAAM,CAACmD,OAAOC,SAAS,GAAGpD,SAAwB;IAElD,wEAAwE;IACxE,uEAAuE;IACvEF,UAAU;;QACR,IAAI,CAAC+B,MAAM;QACXS,iBAASP,8BAAAA,WAAYM,KAAK,mBAAI;QAC9BG,gBAAOT,8BAAAA,WAAYQ,GAAG,oBAAI;QAC1BG,cAAcP,QAAQJ;QACtBa,iBAAQb,8BAAAA,WAAYY,IAAI,oBAAI;QAC5BG,eAAe,UAACf,8BAAAA,WAAYd,OAAO,oBAAI,EAAE,EAAEoC,IAAI,CAAC;QAChDL,YAAYjB,CAAAA,8BAAAA,WAAYgB,QAAQ,MAAK;QACrCG,QAAQ;QACRE,SAAS;IACX,GAAG;QAACvB;QAAME;KAAW;IAErB,MAAMuB,aAAavD,QACjB,IAAO0C,aAAarD,yBAAyBmD,OAAOnD,yBAAyBiD,QAC7E;QAACI;QAAYF;QAAKF;KAAM;IAE1B,MAAMkB,WAAWd,aAAaF,MAAOe,qBAAAA,aAAc;IACnD,MAAME,WACJ,CAACtB,WAAWoB,cAAc,QAAQtB,UAAUyB,QAAQ,CAACH;IACvD,MAAMrC,UAAUlB,QAAQ,IAAMc,aAAagC,cAAc;QAACA;KAAY;IAEtE,MAAMa,UAAUxB,UACZ,iFACAsB,WACE,gEACAD,YAAY,CAACD,aACX,yEACA;IAER,MAAMK,YACJ,CAACV,QACDZ,MAAMhB,IAAI,GAAGK,MAAM,GAAG,KACtB4B,cAAc,QACd,CAACE,YACAb,CAAAA,SAAS,YAAY1B,QAAQS,MAAM,GAAG,CAAA;IAEzC,MAAMkC,eAAe/D,YAAY;QAC/B,IAAI,CAAC8D,aAAaL,cAAc,MAAM;QACtCJ,QAAQ;QACRE,SAAS;QACT,IAAI;YACF,MAAMnB,SAAS;gBACbI,OAAOA,MAAMhB,IAAI,GAAGC,KAAK,CAAC,GAAGV;gBAC7B2B,KAAKe;gBACLX;gBACA1B,SAAS0B,SAAS,WAAW1B,UAAU,EAAE;gBACzC8B;YACF;QACF,EAAE,OAAOc,QAAQ;YACfC,QAAQX,KAAK,CAACU;YACdT,SAAS;QACX,SAAU;YACRF,QAAQ;QACV;IACF,GAAG;QAACS;QAAWL;QAAYrB;QAAUI;QAAOM;QAAM1B;QAAS8B;KAAS;IAEpE,qBACE,KAACzD;QAAOyE,QAAO;QAAQlC,MAAMA;QAAMC,SAASA;kBAC1C,cAAA,MAACrC;YAAMuE,SAAS;YAAGC,IAAI;gBAAEC,OAAO;gBAAKC,GAAG;YAAE;;8BACxC,KAACvE;oBAAWwE,SAAQ;8BACjBlC,UAAU,CAAC,KAAK,EAAEE,KAAK,MAAM,CAAC,GAAG,CAAC,IAAI,EAAEA,KAAK,MAAM,CAAC;;8BAEvD,KAACxC;oBAAWwE,SAAQ;oBAAQC,OAAM;8BAC/B9D,uBAAuBC;;8BAE1B,KAACb;oBACC2E,MAAK;oBACLjC,OAAM;oBACNkC,OAAOlC;oBACPmC,UAAU,CAACC,QAAUnC,SAASmC,MAAMC,MAAM,CAACH,KAAK;oBAChDI,WAAW;wBAAEC,WAAW;4BAAEC,WAAWjE;wBAAiB;oBAAE;oBACxDkE,WAAW,CAAC5C;oBACZ6C,SAAS;;8BAEX,KAACpF;oBACC2E,MAAK;oBACLjC,OAAM;oBACNkC,OAAOhB;oBACPiB,UAAU,CAACC;wBACT/B,cAAc;wBACdF,OAAOiC,MAAMC,MAAM,CAACH,KAAK;oBAC3B;oBACAS,UAAU9C;oBACViB,OAAO,CAACjB,WAAYsB,CAAAA,YAAaD,SAAS7B,MAAM,GAAG,KAAK,CAAC4B,UAAU;oBACnE2B,YAAYvB;oBACZiB,WAAW;wBAAEC,WAAW;4BAAEC,WAAW;4BAAIK,YAAY;wBAAM;oBAAE;oBAC7DH,SAAS;;8BAEX,KAACpF;oBACCwF,MAAM;oBACNb,MAAK;oBACLjC,OAAM;oBACNkC,OAAO5B;oBACP6B,UAAU,CAACC;wBACT,MAAMW,OAAOX,MAAMC,MAAM,CAACH,KAAK;wBAC/B,IAAIpF,mBAAmBiG,OAAOxC,QAAQwC;oBACxC;oBACAJ,UAAU9C;oBACV+C,YACE/C,UACI,mEAC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package/src/lib/components/fields-section.d.ts

@@ -2,7 +2,8 @@ import { type ConsolePluginPageProps } from '@aglyn/aglyn';
 export type ContactsFieldsSectionProps = Pick<ConsolePluginPageProps, 'hostId' | 'org'>;
 /**
  * `/crm/fields` — the custom fields a holder keeps on a person (AGL-2601),
- * and since AGL-2661 on a company and a deal too, one tab each.
+ * since AGL-2661 on a company and a deal too, and since AGL-3272 on a lead:
+ * one tab each, and every CRM record describable in the org's own words.
  *
  * Definitions live in `orgs/{orgId}/contactFields`, one document per field,
  * and the VALUES live under each contact facet's `custom` keyed by the

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

@@ -35,16 +35,19 @@ import { crmTaskCallScope } from "../model/task-routes.js";
 /** What each tab says the fields are for, above its list. */ const OBJECT_INTRO = {
     contact: 'The custom fields on a contact — text, number, date, choice, ' + 'checkbox or link. They show on every contact, as columns on the ' + 'list, and a form field can save into one.',
     company: 'The custom fields on a company. They show on every company’s page ' + 'and its edit form, as columns on the companies list, and a CSV ' + 'import can fill them.',
-    deal: 'The custom fields on a deal. They show on every deal’s page and ' + 'its edit form, and as columns on the deals table.'
+    deal: 'The custom fields on a deal. They show on every deal’s page and ' + 'its edit form, and as columns on the deals table.',
+    lead: 'The custom fields on a lead. They show on every lead’s page and the ' + 'New lead drawer, and as columns on the leads list. They stay on the ' + 'lead when it converts — a contact’s fields are its own.'
 };
 /** The noun each tab's empty state and captions use. */ const OBJECT_NOUN = {
     contact: 'contact',
     company: 'company',
-    deal: 'deal'
+    deal: 'deal',
+    lead: 'lead'
 };
 /**
  * `/crm/fields` — the custom fields a holder keeps on a person (AGL-2601),
- * and since AGL-2661 on a company and a deal too, one tab each.
+ * since AGL-2661 on a company and a deal too, and since AGL-3272 on a lead:
+ * one tab each, and every CRM record describable in the org's own words.
  *
  * Definitions live in `orgs/{orgId}/contactFields`, one document per field,
  * and the VALUES live under each contact facet's `custom` keyed by the

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/fields-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 {\n  CONTACT_FIELD_TYPE_LABELS,\n  type ConsolePluginPageProps,\n  createResourceUid,\n  CRM_COLLECTIONS,\n  CRM_FIELD_OBJECT_LABELS,\n  CRM_FIELD_OBJECTS,\n  type CrmFieldObject,\n  isCrmFieldObject,\n  newResourceScopeFields,\n  ORG_SCOPE_TOKEN,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport {\n  mdiArchiveArrowUpOutline,\n  mdiArchiveOutline,\n  mdiArrowDown,\n  mdiArrowUp,\n  mdiDeleteOutline,\n  mdiPencilOutline,\n} from '@aglyn/shared-data-mdi'\nimport {\n  CardDisplay,\n  MdiIcon,\n  SrOnly,\n  useConfirmationContext,\n} from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  IconButton,\n  Stack,\n  Tab,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Tabs,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  deleteDoc,\n  doc,\n  setDoc,\n  updateDoc,\n  writeBatch,\n} from 'firebase/firestore'\nimport { useCallback, useState } from 'react'\nimport {\n  type ContactFieldDefinitionDoc,\n  useContactFieldDefinitions,\n} from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport ContactFieldDrawer, { type ContactFieldDraft } from './contact-field-drawer'\nimport { recomputeAllCrmNextActivity } from '../model/next-activity-api'\nimport { crmTaskCallScope } from '../model/task-routes'\n\nexport type ContactsFieldsSectionProps = Pick<ConsolePluginPageProps, 'hostId' | 'org'>\n\n/** What each tab says the fields are for, above its list. */\nconst OBJECT_INTRO: Record<CrmFieldObject, string> = {\n  contact:\n    'The custom fields on a contact — text, number, date, choice, ' +\n    'checkbox or link. They show on every contact, as columns on the ' +\n    'list, and a form field can save into one.',\n  company:\n    'The custom fields on a company. They show on every company’s page ' +\n    'and its edit form, as columns on the companies list, and a CSV ' +\n    'import can fill them.',\n  deal:\n    'The custom fields on a deal. They show on every deal’s page and ' +\n    'its edit form, and as columns on the deals table.',\n}\n\n/** The noun each tab's empty state and captions use. */\nconst OBJECT_NOUN: Record<CrmFieldObject, string> = {\n  contact: 'contact',\n  company: 'company',\n  deal: 'deal',\n}\n\n/**\n * `/crm/fields` — the custom fields a holder keeps on a person (AGL-2601),\n * and since AGL-2661 on a company and a deal too, one tab each.\n *\n * Definitions live in `orgs/{orgId}/contactFields`, one document per field,\n * and the VALUES live under each contact facet's `custom` keyed by the\n * definition's `key`. That split decides everything this section does:\n *\n *  - A field is RETIRED, not deleted, while values may exist under it. A\n *    retired field leaves every form and every column, but an export can\n *    still read what was written, and a restore brings it back intact.\n *    Delete is offered only on a retired field, because retiring is the step\n *    where the author had to look at what they were losing.\n *  - The KEY never changes. It is the map key every value sits under; a\n *    rename is a new field and a retire.\n *  - Order is a stored `order` on each document, moved with the arrows here,\n *    and every reader sorts by it — the profile card, the columns, an export.\n *\n * ## What is NOT on this page\n *\n * How many contacts carry a value under each field. That count is a read of\n * every contact document in the org — the expensive-read shape this codebase\n * has a standing rule against — and it would be paid on every visit to a\n * settings page. The list says so rather than showing a number it cannot\n * afford to keep true.\n *\n * Definitions are ORG-WIDE (`visibleTo: ['org']`): a field is a fact about\n * how this business describes people, and every site in the org files\n * people into the same address book. `hostId` records which site defined it.\n */\nexport function ContactsFieldsSection(props: ContactsFieldsSectionProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  // The org root from the one scope hook (AGL-2614), which also answers at\n  // the organization level (AGL-2630). A definition is org-wide either way;\n  // the defining site it records is the mounted one, or the picked one, or\n  // none for a field defined over the whole org before any pick.\n  const { scope, ready: scopeReady, createHostId } = useCrmScope({ hostId, org })\n  const orgId = scope?.[1] ?? null\n  /*\n   * ONE TAB PER OBJECT (AGL-2661). The list, the drawer and every write\n   * below are about the tab's object: the hook narrows the org's one\n   * definition list to it, a new field is stamped with it, and the drawer\n   * refuses a key only against the keys THIS object already uses — a\n   * company and a contact may both define `region`.\n   */\n  const [object, setObject] = useState<CrmFieldObject>('contact')\n  const { definitions, ready, fromCache } = useContactFieldDefinitions(orgId, object)\n  const noun = OBJECT_NOUN[object]\n\n  /*\n   * MAINTENANCE: recompute every record's next activity (AGL-2661). The\n   * figure is kept by every task write, so this is for the records written\n   * before it existed and for whatever a write that could not reach the\n   * route left behind. A console action rather than a script, because the\n   * person who notices a stale column is the person who should be able to\n   * fix it.\n   */\n  const { data: user } = useUser()\n  const [recomputing, setRecomputing] = useState(false)\n  const recomputeNextActivity = useCallback(async () => {\n    const callScope = crmTaskCallScope(hostId, orgId)\n    if (!callScope || recomputing) return\n    const confirmed = await confirm({\n      title: 'Recompute next activity?',\n      description:\n        'Every contact, company and deal in this organization gets its ' +\n        '\"Next activity\" recomputed from its open tasks. Safe to run any time; ' +\n        'it only rewrites a figure the task list already implies.',\n      confirmationText: 'Recompute',\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    setRecomputing(true)\n    try {\n      const result = await recomputeAllCrmNextActivity(user, callScope)\n      enqueueSnackbar(\n        `Next activity recomputed: ${result.records.toLocaleString()} record${result.records === 1 ? '' : 's'} ` +\n          `from ${(result.tasks ?? 0).toLocaleString()} open task${result.tasks === 1 ? '' : 's'}` +\n          (result.truncated\n            ? ' — the first batch of open tasks only; nothing stale was cleared'\n            : ''),\n        { variant: 'success' },\n      )\n    } catch (cause) {\n      enqueueSnackbar(\n        cause instanceof Error ? cause.message : 'The next activity could not be recomputed.',\n        { variant: 'warning' },\n      )\n    } finally {\n      setRecomputing(false)\n    }\n  }, [hostId, orgId, recomputing, confirm, user, enqueueSnackbar])\n\n  const [drawerOpen, setDrawerOpen] = useState(false)\n  const [editing, setEditing] = useState<ContactFieldDefinitionDoc | null>(null)\n  const [busyId, setBusyId] = useState('')\n\n  const fieldRef = useCallback(\n    (id: string) => {\n      if (!scope) throw new Error('a contact field needs an organization')\n      return doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.contactFields, id)\n    },\n    [firestore, scope],\n  )\n\n  const openCreate = useCallback(() => {\n    setEditing(null)\n    setDrawerOpen(true)\n  }, [])\n  const openEdit = useCallback((definition: ContactFieldDefinitionDoc) => {\n    setEditing(definition)\n    setDrawerOpen(true)\n  }, [])\n\n  /**\n   * Create, or save the editable half of an existing field.\n   *\n   * On create the document carries everything a reader expects: the key,\n   * an `order` past every existing one so it lands last, an explicit\n   * `retiredAt: null` so a `where('retiredAt', '==', null)` can find it, the\n   * defining site, and the org-wide scope stamp the rules require. On edit\n   * only the label, the choices and the required flag move — the key and\n   * the type are the drawer's disabled inputs, and this writer does not\n   * take them either.\n   */\n  const handleSubmit = useCallback(\n    async (draft: ContactFieldDraft) => {\n      if (!scope) return\n      const now = new Date()\n      if (editing) {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'field', fromCache },\n          async () => {\n            await updateDoc(fieldRef(editing.$id), {\n              label: draft.label,\n              ...(editing.type === 'select' ? { options: draft.options } : {}),\n              required: draft.required,\n              updatedAt: now,\n            })\n          },\n        )\n        if (!verdict.ok) {\n          return void enqueueSnackbar(verdict.message, {\n            variant: 'warning',\n            persist: false,\n          })\n        }\n        enqueueSnackbar('Field saved', { variant: 'success', persist: false })\n      } else {\n        const order =\n          definitions.reduce(\n            (highest, definition) => Math.max(highest, Number(definition.order) || 0),\n            -1,\n          ) + 1\n        await setDoc(\n          doc(\n            collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.contactFields),\n            createResourceUid(),\n          ),\n          {\n            key: draft.key,\n            label: draft.label,\n            type: draft.type,\n            ...(draft.type === 'select' ? { options: draft.options } : {}),\n            required: draft.required,\n            order,\n            retiredAt: null,\n            // Which record the field describes — the tab it was made on.\n            object,\n            hostId: createHostId,\n            ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n            createdAt: now,\n            updatedAt: now,\n          },\n        )\n        enqueueSnackbar(`Field \"${draft.label}\" added`, {\n          variant: 'success',\n          persist: false,\n        })\n      }\n      setDrawerOpen(false)\n      setEditing(null)\n    },\n    [scope, editing, fromCache, fieldRef, enqueueSnackbar, definitions, firestore, createHostId, object],\n  )\n\n  /**\n   * Move a field one place up or down.\n   *\n   * Writes `order` as the POSITION for every row whose stored order is not\n   * already its position, in one batch. Swapping two numbers would be enough\n   * on a list whose orders are already distinct, and wrong on one where they\n   * are not — every field created before this section existed carries the\n   * same `order`, and a swap of two equal numbers moves nothing. Renumbering\n   * what is out of place makes the first move on such a list also the one\n   * that normalizes it, at the cost of a batch that is at most the list.\n   */\n  const move = useCallback(\n    async (definition: ContactFieldDefinitionDoc, direction: -1 | 1) => {\n      if (!scope || busyId) return\n      const index = definitions.findIndex((entry) => entry.$id === definition.$id)\n      const target = index + direction\n      if (index < 0 || target < 0 || target >= definitions.length) return\n      const next = [...definitions]\n      next[index] = definitions[target]\n      next[target] = definitions[index]\n      setBusyId(definition.$id)\n      try {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'field order', fromCache },\n          async () => {\n            const batch = writeBatch(firestore)\n            const now = new Date()\n            next.forEach((entry, position) => {\n              if (entry.order === position) return\n              batch.update(fieldRef(entry.$id), { order: position, updatedAt: now })\n            })\n            await batch.commit()\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n        }\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, definitions, fromCache, firestore, fieldRef, enqueueSnackbar],\n  )\n\n  /**\n   * Retire a field, or bring one back.\n   *\n   * Retiring is asked about because it takes a control off every contact\n   * form and a column off the list; restoring is not, because it puts a\n   * choice back and is undone by retiring again. Neither touches a value.\n   */\n  const toggleRetired = useCallback(\n    async (definition: ContactFieldDefinitionDoc) => {\n      if (!scope || busyId) return\n      if (!definition.retiredAt) {\n        const accepted = await confirm({\n          title: `Retire “${definition.label}”?`,\n          description:\n            `It leaves every ${noun} form, column and form-field mapping. ` +\n            'Values already saved under it are kept and still export, and ' +\n            'you can restore the field at any time.',\n          confirmationText: 'Retire',\n        })\n          // `confirm` resolves with no value and REJECTS on cancel, so gating\n          // on the resolved value alone would always fall through.\n          .then(() => true)\n          .catch(() => false)\n        if (!accepted) return\n      }\n      setBusyId(definition.$id)\n      try {\n        await updateDoc(fieldRef(definition.$id), {\n          retiredAt: definition.retiredAt ? null : Date.now(),\n          updatedAt: new Date(),\n        })\n        enqueueSnackbar(definition.retiredAt ? 'Field restored' : 'Field retired', {\n          variant: 'success',\n          persist: false,\n        })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, confirm, fieldRef, enqueueSnackbar, noun],\n  )\n\n  /**\n   * Delete a RETIRED field's definition.\n   *\n   * The values under its key are not touched — they sit on contact documents\n   * this page does not read — so what is destroyed is the ability to show\n   * them anywhere. The dialog says exactly that, and the key stays taken for\n   * as long as the list can see it, which after this write it cannot; a new\n   * field with the same key would read the orphaned values back as its own.\n   */\n  const handleDelete = useCallback(\n    async (definition: ContactFieldDefinitionDoc) => {\n      if (!scope || busyId || !definition.retiredAt) return\n      const accepted = await confirm({\n        title: `Delete “${definition.label}”?`,\n        description:\n          'The definition is removed for good. Values saved under its key ' +\n          `(${definition.key}) stay on the ${noun}s that carry them but ` +\n          'nothing will show them again — and a new field created with the ' +\n          'same key would read them as its own.',\n        confirmationText: 'Delete field',\n        confirmationButtonProps: { color: 'error' },\n      })\n        .then(() => true)\n        .catch(() => false)\n      if (!accepted) return\n      setBusyId(definition.$id)\n      try {\n        await deleteDoc(fieldRef(definition.$id))\n        enqueueSnackbar('Field deleted', { variant: 'success', persist: false })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, confirm, fieldRef, enqueueSnackbar, noun],\n  )\n\n  const rowActions = (definition: ContactFieldDefinitionDoc): RowActionsMenuItem[] => [\n    {\n      key: 'edit',\n      label: 'Edit field',\n      icon: <MdiIcon path={mdiPencilOutline.path} size={0.8} />,\n      onClick: () => openEdit(definition),\n    },\n    {\n      key: 'retire',\n      label: definition.retiredAt ? 'Restore' : 'Retire',\n      icon: (\n        <MdiIcon\n          path={definition.retiredAt ? mdiArchiveArrowUpOutline.path : mdiArchiveOutline.path}\n          size={0.8}\n        />\n      ),\n      destructive: !definition.retiredAt,\n      disabled: Boolean(busyId),\n      disabledReason: busyId ? 'Another field is being saved' : undefined,\n      onClick: () => void toggleRetired(definition),\n    },\n    ...(definition.retiredAt\n      ? [\n          {\n            key: 'delete',\n            label: 'Delete',\n            icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n            destructive: true,\n            disabled: Boolean(busyId),\n            disabledReason: busyId ? 'Another field is being saved' : undefined,\n            onClick: () => void handleDelete(definition),\n          } satisfies RowActionsMenuItem,\n        ]\n      : []),\n  ]\n\n  return (\n    <CardDisplay\n      header={'Fields'}\n      help={pluginDocsHelp('contactFields', { anchor: '#define-a-field' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        action: scope ? (\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            <Button size=\"small\" onClick={() => void recomputeNextActivity()} disabled={recomputing}>\n              {recomputing ? 'Recomputing…' : 'Recompute next activity'}\n            </Button>\n            <Button variant=\"contained\" onClick={openCreate}>\n              {'New field'}\n            </Button>\n          </Stack>\n        ) : null,\n      }}\n    >\n      <Stack spacing={2}>\n        <Tabs\n          value={object}\n          onChange={(_event, next) => {\n            if (isCrmFieldObject(next)) setObject(next)\n          }}\n          aria-label=\"Fields by record\"\n        >\n          {CRM_FIELD_OBJECTS.map((entry) => (\n            <Tab key={entry} value={entry} label={CRM_FIELD_OBJECT_LABELS[entry]} />\n          ))}\n        </Tabs>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {`${OBJECT_INTRO[object]} Fields are shared across every site in this ` +\n            'organization, like the records themselves.'}\n        </Typography>\n        {scopeReady && !scope ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {`This site has no organization, so it has no ${noun} fields.`}\n          </Typography>\n        ) : !ready ? null : definitions.length === 0 ? (\n          <EmptyStateComponent\n            label={`No custom ${noun} fields yet`}\n            description={`A field you define here is kept on every ${noun} and shows on its page.`}\n            action={\n              scope ? (\n                <Button variant=\"contained\" onClick={openCreate}>\n                  {'New field'}\n                </Button>\n              ) : undefined\n            }\n          />\n        ) : (\n          <ScrollTable size=\"small\">\n            <TableHead>\n              <TableRow>\n                <TableCell sx={{ width: 96 }}>{'Order'}</TableCell>\n                <TableCell>{'Field'}</TableCell>\n                <TableCell>{'Key'}</TableCell>\n                <TableCell>{'Type'}</TableCell>\n                <TableCell>{'Required'}</TableCell>\n                <TableCell align=\"right\" />\n              </TableRow>\n            </TableHead>\n            <TableBody>\n              {definitions.map((definition, index) => (\n                <TableRow\n                  key={definition.$id}\n                  hover\n                  sx={definition.retiredAt ? { opacity: 0.6 } : undefined}\n                >\n                  <TableCell>\n                    <Stack direction=\"row\" spacing={0}>\n                      <IconButton\n                        size=\"small\"\n                        disabled={index === 0 || Boolean(busyId)}\n                        onClick={() => void move(definition, -1)}\n                      >\n                        <MdiIcon path={mdiArrowUp.path} size={0.7} />\n                        <SrOnly>{`Move ${definition.label} up`}</SrOnly>\n                      </IconButton>\n                      <IconButton\n                        size=\"small\"\n                        disabled={index === definitions.length - 1 || Boolean(busyId)}\n                        onClick={() => void move(definition, 1)}\n                      >\n                        <MdiIcon path={mdiArrowDown.path} size={0.7} />\n                        <SrOnly>{`Move ${definition.label} down`}</SrOnly>\n                      </IconButton>\n                    </Stack>\n                  </TableCell>\n                  <TableCell>\n                    <Stack\n                      direction=\"row\"\n                      spacing={1}\n                      sx={{ flexWrap: 'wrap', alignItems: 'center' }}\n                    >\n                      <Typography variant=\"body2\">{definition.label}</Typography>\n                      {definition.retiredAt ? (\n                        <Chip size=\"small\" variant=\"outlined\" color=\"warning\" label=\"Retired\" />\n                      ) : null}\n                    </Stack>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\" color=\"text.secondary\" sx={{ fontFamily: 'monospace' }}>\n                      {definition.key}\n                    </Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\">\n                      {CONTACT_FIELD_TYPE_LABELS[definition.type] ?? definition.type}\n                      {definition.type === 'select' && definition.options?.length\n                        ? ` · ${definition.options.length} choices`\n                        : ''}\n                    </Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\" color=\"text.secondary\">\n                      {definition.required ? 'Yes' : '—'}\n                    </Typography>\n                  </TableCell>\n                  <TableCell align=\"right\" sx={{ width: 56 }}>\n                    <RowActionsMenu label={definition.label} items={rowActions(definition)} />\n                  </TableCell>\n                </TableRow>\n              ))}\n            </TableBody>\n          </ScrollTable>\n        )}\n        {definitions.length ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`How many ${noun}s carry a value under each field is not ` +\n              `counted — that would read every ${noun} in the organization ` +\n              'each time this page opened.'}\n          </Typography>\n        ) : null}\n      </Stack>\n      <ContactFieldDrawer\n        open={drawerOpen}\n        onClose={() => setDrawerOpen(false)}\n        definition={editing}\n        object={object}\n        takenKeys={definitions.map((definition) => definition.key)}\n        onSubmit={handleSubmit}\n      />\n    </CardDisplay>\n  )\n}\nContactsFieldsSection.displayName = 'ContactsFieldsSection'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/fields-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 {\n  CONTACT_FIELD_TYPE_LABELS,\n  type ConsolePluginPageProps,\n  createResourceUid,\n  CRM_COLLECTIONS,\n  CRM_FIELD_OBJECT_LABELS,\n  CRM_FIELD_OBJECTS,\n  type CrmFieldObject,\n  isCrmFieldObject,\n  newResourceScopeFields,\n  ORG_SCOPE_TOKEN,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport {\n  mdiArchiveArrowUpOutline,\n  mdiArchiveOutline,\n  mdiArrowDown,\n  mdiArrowUp,\n  mdiDeleteOutline,\n  mdiPencilOutline,\n} from '@aglyn/shared-data-mdi'\nimport {\n  CardDisplay,\n  MdiIcon,\n  SrOnly,\n  useConfirmationContext,\n} from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  IconButton,\n  Stack,\n  Tab,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Tabs,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  deleteDoc,\n  doc,\n  setDoc,\n  updateDoc,\n  writeBatch,\n} from 'firebase/firestore'\nimport { useCallback, useState } from 'react'\nimport {\n  type ContactFieldDefinitionDoc,\n  useContactFieldDefinitions,\n} from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport ContactFieldDrawer, { type ContactFieldDraft } from './contact-field-drawer'\nimport { recomputeAllCrmNextActivity } from '../model/next-activity-api'\nimport { crmTaskCallScope } from '../model/task-routes'\n\nexport type ContactsFieldsSectionProps = Pick<ConsolePluginPageProps, 'hostId' | 'org'>\n\n/** What each tab says the fields are for, above its list. */\nconst OBJECT_INTRO: Record<CrmFieldObject, string> = {\n  contact:\n    'The custom fields on a contact — text, number, date, choice, ' +\n    'checkbox or link. They show on every contact, as columns on the ' +\n    'list, and a form field can save into one.',\n  company:\n    'The custom fields on a company. They show on every company’s page ' +\n    'and its edit form, as columns on the companies list, and a CSV ' +\n    'import can fill them.',\n  deal:\n    'The custom fields on a deal. They show on every deal’s page and ' +\n    'its edit form, and as columns on the deals table.',\n  lead:\n    'The custom fields on a lead. They show on every lead’s page and the ' +\n    'New lead drawer, and as columns on the leads list. They stay on the ' +\n    'lead when it converts — a contact’s fields are its own.',\n}\n\n/** The noun each tab's empty state and captions use. */\nconst OBJECT_NOUN: Record<CrmFieldObject, string> = {\n  contact: 'contact',\n  company: 'company',\n  deal: 'deal',\n  lead: 'lead',\n}\n\n/**\n * `/crm/fields` — the custom fields a holder keeps on a person (AGL-2601),\n * since AGL-2661 on a company and a deal too, and since AGL-3272 on a lead:\n * one tab each, and every CRM record describable in the org's own words.\n *\n * Definitions live in `orgs/{orgId}/contactFields`, one document per field,\n * and the VALUES live under each contact facet's `custom` keyed by the\n * definition's `key`. That split decides everything this section does:\n *\n *  - A field is RETIRED, not deleted, while values may exist under it. A\n *    retired field leaves every form and every column, but an export can\n *    still read what was written, and a restore brings it back intact.\n *    Delete is offered only on a retired field, because retiring is the step\n *    where the author had to look at what they were losing.\n *  - The KEY never changes. It is the map key every value sits under; a\n *    rename is a new field and a retire.\n *  - Order is a stored `order` on each document, moved with the arrows here,\n *    and every reader sorts by it — the profile card, the columns, an export.\n *\n * ## What is NOT on this page\n *\n * How many contacts carry a value under each field. That count is a read of\n * every contact document in the org — the expensive-read shape this codebase\n * has a standing rule against — and it would be paid on every visit to a\n * settings page. The list says so rather than showing a number it cannot\n * afford to keep true.\n *\n * Definitions are ORG-WIDE (`visibleTo: ['org']`): a field is a fact about\n * how this business describes people, and every site in the org files\n * people into the same address book. `hostId` records which site defined it.\n */\nexport function ContactsFieldsSection(props: ContactsFieldsSectionProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  // The org root from the one scope hook (AGL-2614), which also answers at\n  // the organization level (AGL-2630). A definition is org-wide either way;\n  // the defining site it records is the mounted one, or the picked one, or\n  // none for a field defined over the whole org before any pick.\n  const { scope, ready: scopeReady, createHostId } = useCrmScope({ hostId, org })\n  const orgId = scope?.[1] ?? null\n  /*\n   * ONE TAB PER OBJECT (AGL-2661). The list, the drawer and every write\n   * below are about the tab's object: the hook narrows the org's one\n   * definition list to it, a new field is stamped with it, and the drawer\n   * refuses a key only against the keys THIS object already uses — a\n   * company and a contact may both define `region`.\n   */\n  const [object, setObject] = useState<CrmFieldObject>('contact')\n  const { definitions, ready, fromCache } = useContactFieldDefinitions(orgId, object)\n  const noun = OBJECT_NOUN[object]\n\n  /*\n   * MAINTENANCE: recompute every record's next activity (AGL-2661). The\n   * figure is kept by every task write, so this is for the records written\n   * before it existed and for whatever a write that could not reach the\n   * route left behind. A console action rather than a script, because the\n   * person who notices a stale column is the person who should be able to\n   * fix it.\n   */\n  const { data: user } = useUser()\n  const [recomputing, setRecomputing] = useState(false)\n  const recomputeNextActivity = useCallback(async () => {\n    const callScope = crmTaskCallScope(hostId, orgId)\n    if (!callScope || recomputing) return\n    const confirmed = await confirm({\n      title: 'Recompute next activity?',\n      description:\n        'Every contact, company and deal in this organization gets its ' +\n        '\"Next activity\" recomputed from its open tasks. Safe to run any time; ' +\n        'it only rewrites a figure the task list already implies.',\n      confirmationText: 'Recompute',\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    setRecomputing(true)\n    try {\n      const result = await recomputeAllCrmNextActivity(user, callScope)\n      enqueueSnackbar(\n        `Next activity recomputed: ${result.records.toLocaleString()} record${result.records === 1 ? '' : 's'} ` +\n          `from ${(result.tasks ?? 0).toLocaleString()} open task${result.tasks === 1 ? '' : 's'}` +\n          (result.truncated\n            ? ' — the first batch of open tasks only; nothing stale was cleared'\n            : ''),\n        { variant: 'success' },\n      )\n    } catch (cause) {\n      enqueueSnackbar(\n        cause instanceof Error ? cause.message : 'The next activity could not be recomputed.',\n        { variant: 'warning' },\n      )\n    } finally {\n      setRecomputing(false)\n    }\n  }, [hostId, orgId, recomputing, confirm, user, enqueueSnackbar])\n\n  const [drawerOpen, setDrawerOpen] = useState(false)\n  const [editing, setEditing] = useState<ContactFieldDefinitionDoc | null>(null)\n  const [busyId, setBusyId] = useState('')\n\n  const fieldRef = useCallback(\n    (id: string) => {\n      if (!scope) throw new Error('a contact field needs an organization')\n      return doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.contactFields, id)\n    },\n    [firestore, scope],\n  )\n\n  const openCreate = useCallback(() => {\n    setEditing(null)\n    setDrawerOpen(true)\n  }, [])\n  const openEdit = useCallback((definition: ContactFieldDefinitionDoc) => {\n    setEditing(definition)\n    setDrawerOpen(true)\n  }, [])\n\n  /**\n   * Create, or save the editable half of an existing field.\n   *\n   * On create the document carries everything a reader expects: the key,\n   * an `order` past every existing one so it lands last, an explicit\n   * `retiredAt: null` so a `where('retiredAt', '==', null)` can find it, the\n   * defining site, and the org-wide scope stamp the rules require. On edit\n   * only the label, the choices and the required flag move — the key and\n   * the type are the drawer's disabled inputs, and this writer does not\n   * take them either.\n   */\n  const handleSubmit = useCallback(\n    async (draft: ContactFieldDraft) => {\n      if (!scope) return\n      const now = new Date()\n      if (editing) {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'field', fromCache },\n          async () => {\n            await updateDoc(fieldRef(editing.$id), {\n              label: draft.label,\n              ...(editing.type === 'select' ? { options: draft.options } : {}),\n              required: draft.required,\n              updatedAt: now,\n            })\n          },\n        )\n        if (!verdict.ok) {\n          return void enqueueSnackbar(verdict.message, {\n            variant: 'warning',\n            persist: false,\n          })\n        }\n        enqueueSnackbar('Field saved', { variant: 'success', persist: false })\n      } else {\n        const order =\n          definitions.reduce(\n            (highest, definition) => Math.max(highest, Number(definition.order) || 0),\n            -1,\n          ) + 1\n        await setDoc(\n          doc(\n            collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.contactFields),\n            createResourceUid(),\n          ),\n          {\n            key: draft.key,\n            label: draft.label,\n            type: draft.type,\n            ...(draft.type === 'select' ? { options: draft.options } : {}),\n            required: draft.required,\n            order,\n            retiredAt: null,\n            // Which record the field describes — the tab it was made on.\n            object,\n            hostId: createHostId,\n            ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n            createdAt: now,\n            updatedAt: now,\n          },\n        )\n        enqueueSnackbar(`Field \"${draft.label}\" added`, {\n          variant: 'success',\n          persist: false,\n        })\n      }\n      setDrawerOpen(false)\n      setEditing(null)\n    },\n    [scope, editing, fromCache, fieldRef, enqueueSnackbar, definitions, firestore, createHostId, object],\n  )\n\n  /**\n   * Move a field one place up or down.\n   *\n   * Writes `order` as the POSITION for every row whose stored order is not\n   * already its position, in one batch. Swapping two numbers would be enough\n   * on a list whose orders are already distinct, and wrong on one where they\n   * are not — every field created before this section existed carries the\n   * same `order`, and a swap of two equal numbers moves nothing. Renumbering\n   * what is out of place makes the first move on such a list also the one\n   * that normalizes it, at the cost of a batch that is at most the list.\n   */\n  const move = useCallback(\n    async (definition: ContactFieldDefinitionDoc, direction: -1 | 1) => {\n      if (!scope || busyId) return\n      const index = definitions.findIndex((entry) => entry.$id === definition.$id)\n      const target = index + direction\n      if (index < 0 || target < 0 || target >= definitions.length) return\n      const next = [...definitions]\n      next[index] = definitions[target]\n      next[target] = definitions[index]\n      setBusyId(definition.$id)\n      try {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'field order', fromCache },\n          async () => {\n            const batch = writeBatch(firestore)\n            const now = new Date()\n            next.forEach((entry, position) => {\n              if (entry.order === position) return\n              batch.update(fieldRef(entry.$id), { order: position, updatedAt: now })\n            })\n            await batch.commit()\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n        }\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, definitions, fromCache, firestore, fieldRef, enqueueSnackbar],\n  )\n\n  /**\n   * Retire a field, or bring one back.\n   *\n   * Retiring is asked about because it takes a control off every contact\n   * form and a column off the list; restoring is not, because it puts a\n   * choice back and is undone by retiring again. Neither touches a value.\n   */\n  const toggleRetired = useCallback(\n    async (definition: ContactFieldDefinitionDoc) => {\n      if (!scope || busyId) return\n      if (!definition.retiredAt) {\n        const accepted = await confirm({\n          title: `Retire “${definition.label}”?`,\n          description:\n            `It leaves every ${noun} form, column and form-field mapping. ` +\n            'Values already saved under it are kept and still export, and ' +\n            'you can restore the field at any time.',\n          confirmationText: 'Retire',\n        })\n          // `confirm` resolves with no value and REJECTS on cancel, so gating\n          // on the resolved value alone would always fall through.\n          .then(() => true)\n          .catch(() => false)\n        if (!accepted) return\n      }\n      setBusyId(definition.$id)\n      try {\n        await updateDoc(fieldRef(definition.$id), {\n          retiredAt: definition.retiredAt ? null : Date.now(),\n          updatedAt: new Date(),\n        })\n        enqueueSnackbar(definition.retiredAt ? 'Field restored' : 'Field retired', {\n          variant: 'success',\n          persist: false,\n        })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, confirm, fieldRef, enqueueSnackbar, noun],\n  )\n\n  /**\n   * Delete a RETIRED field's definition.\n   *\n   * The values under its key are not touched — they sit on contact documents\n   * this page does not read — so what is destroyed is the ability to show\n   * them anywhere. The dialog says exactly that, and the key stays taken for\n   * as long as the list can see it, which after this write it cannot; a new\n   * field with the same key would read the orphaned values back as its own.\n   */\n  const handleDelete = useCallback(\n    async (definition: ContactFieldDefinitionDoc) => {\n      if (!scope || busyId || !definition.retiredAt) return\n      const accepted = await confirm({\n        title: `Delete “${definition.label}”?`,\n        description:\n          'The definition is removed for good. Values saved under its key ' +\n          `(${definition.key}) stay on the ${noun}s that carry them but ` +\n          'nothing will show them again — and a new field created with the ' +\n          'same key would read them as its own.',\n        confirmationText: 'Delete field',\n        confirmationButtonProps: { color: 'error' },\n      })\n        .then(() => true)\n        .catch(() => false)\n      if (!accepted) return\n      setBusyId(definition.$id)\n      try {\n        await deleteDoc(fieldRef(definition.$id))\n        enqueueSnackbar('Field deleted', { variant: 'success', persist: false })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, confirm, fieldRef, enqueueSnackbar, noun],\n  )\n\n  const rowActions = (definition: ContactFieldDefinitionDoc): RowActionsMenuItem[] => [\n    {\n      key: 'edit',\n      label: 'Edit field',\n      icon: <MdiIcon path={mdiPencilOutline.path} size={0.8} />,\n      onClick: () => openEdit(definition),\n    },\n    {\n      key: 'retire',\n      label: definition.retiredAt ? 'Restore' : 'Retire',\n      icon: (\n        <MdiIcon\n          path={definition.retiredAt ? mdiArchiveArrowUpOutline.path : mdiArchiveOutline.path}\n          size={0.8}\n        />\n      ),\n      destructive: !definition.retiredAt,\n      disabled: Boolean(busyId),\n      disabledReason: busyId ? 'Another field is being saved' : undefined,\n      onClick: () => void toggleRetired(definition),\n    },\n    ...(definition.retiredAt\n      ? [\n          {\n            key: 'delete',\n            label: 'Delete',\n            icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n            destructive: true,\n            disabled: Boolean(busyId),\n            disabledReason: busyId ? 'Another field is being saved' : undefined,\n            onClick: () => void handleDelete(definition),\n          } satisfies RowActionsMenuItem,\n        ]\n      : []),\n  ]\n\n  return (\n    <CardDisplay\n      header={'Fields'}\n      help={pluginDocsHelp('contactFields', { anchor: '#define-a-field' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        action: scope ? (\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            <Button size=\"small\" onClick={() => void recomputeNextActivity()} disabled={recomputing}>\n              {recomputing ? 'Recomputing…' : 'Recompute next activity'}\n            </Button>\n            <Button variant=\"contained\" onClick={openCreate}>\n              {'New field'}\n            </Button>\n          </Stack>\n        ) : null,\n      }}\n    >\n      <Stack spacing={2}>\n        <Tabs\n          value={object}\n          onChange={(_event, next) => {\n            if (isCrmFieldObject(next)) setObject(next)\n          }}\n          aria-label=\"Fields by record\"\n        >\n          {CRM_FIELD_OBJECTS.map((entry) => (\n            <Tab key={entry} value={entry} label={CRM_FIELD_OBJECT_LABELS[entry]} />\n          ))}\n        </Tabs>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {`${OBJECT_INTRO[object]} Fields are shared across every site in this ` +\n            'organization, like the records themselves.'}\n        </Typography>\n        {scopeReady && !scope ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {`This site has no organization, so it has no ${noun} fields.`}\n          </Typography>\n        ) : !ready ? null : definitions.length === 0 ? (\n          <EmptyStateComponent\n            label={`No custom ${noun} fields yet`}\n            description={`A field you define here is kept on every ${noun} and shows on its page.`}\n            action={\n              scope ? (\n                <Button variant=\"contained\" onClick={openCreate}>\n                  {'New field'}\n                </Button>\n              ) : undefined\n            }\n          />\n        ) : (\n          <ScrollTable size=\"small\">\n            <TableHead>\n              <TableRow>\n                <TableCell sx={{ width: 96 }}>{'Order'}</TableCell>\n                <TableCell>{'Field'}</TableCell>\n                <TableCell>{'Key'}</TableCell>\n                <TableCell>{'Type'}</TableCell>\n                <TableCell>{'Required'}</TableCell>\n                <TableCell align=\"right\" />\n              </TableRow>\n            </TableHead>\n            <TableBody>\n              {definitions.map((definition, index) => (\n                <TableRow\n                  key={definition.$id}\n                  hover\n                  sx={definition.retiredAt ? { opacity: 0.6 } : undefined}\n                >\n                  <TableCell>\n                    <Stack direction=\"row\" spacing={0}>\n                      <IconButton\n                        size=\"small\"\n                        disabled={index === 0 || Boolean(busyId)}\n                        onClick={() => void move(definition, -1)}\n                      >\n                        <MdiIcon path={mdiArrowUp.path} size={0.7} />\n                        <SrOnly>{`Move ${definition.label} up`}</SrOnly>\n                      </IconButton>\n                      <IconButton\n                        size=\"small\"\n                        disabled={index === definitions.length - 1 || Boolean(busyId)}\n                        onClick={() => void move(definition, 1)}\n                      >\n                        <MdiIcon path={mdiArrowDown.path} size={0.7} />\n                        <SrOnly>{`Move ${definition.label} down`}</SrOnly>\n                      </IconButton>\n                    </Stack>\n                  </TableCell>\n                  <TableCell>\n                    <Stack\n                      direction=\"row\"\n                      spacing={1}\n                      sx={{ flexWrap: 'wrap', alignItems: 'center' }}\n                    >\n                      <Typography variant=\"body2\">{definition.label}</Typography>\n                      {definition.retiredAt ? (\n                        <Chip size=\"small\" variant=\"outlined\" color=\"warning\" label=\"Retired\" />\n                      ) : null}\n                    </Stack>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\" color=\"text.secondary\" sx={{ fontFamily: 'monospace' }}>\n                      {definition.key}\n                    </Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\">\n                      {CONTACT_FIELD_TYPE_LABELS[definition.type] ?? definition.type}\n                      {definition.type === 'select' && definition.options?.length\n                        ? ` · ${definition.options.length} choices`\n                        : ''}\n                    </Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\" color=\"text.secondary\">\n                      {definition.required ? 'Yes' : '—'}\n                    </Typography>\n                  </TableCell>\n                  <TableCell align=\"right\" sx={{ width: 56 }}>\n                    <RowActionsMenu label={definition.label} items={rowActions(definition)} />\n                  </TableCell>\n                </TableRow>\n              ))}\n            </TableBody>\n          </ScrollTable>\n        )}\n        {definitions.length ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`How many ${noun}s carry a value under each field is not ` +\n              `counted — that would read every ${noun} in the organization ` +\n              'each time this page opened.'}\n          </Typography>\n        ) : null}\n      </Stack>\n      <ContactFieldDrawer\n        open={drawerOpen}\n        onClose={() => setDrawerOpen(false)}\n        definition={editing}\n        object={object}\n        takenKeys={definitions.map((definition) => definition.key)}\n        onSubmit={handleSubmit}\n      />\n    </CardDisplay>\n  )\n}\nContactsFieldsSection.displayName = 'ContactsFieldsSection'\n\nexport default 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package/src/lib/components/lead-campaigns-card.d.ts

@@ -0,0 +1,59 @@
+import { type CampaignPickerOption } from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component';
+import { type FirestoreDocStatus } from '@aglyn/tenant-feature-instance';
+/** The helper line under the picker — the contact card's, word for word. */
+export declare const LEAD_CAMPAIGNS_HELPER_TEXT = "Your own filing. It never adds anyone to a send \u2014 a campaign mails its lists.";
+/**
+ * The campaigns a lead is filed under, as NAMES for the record header.
+ *
+ * Resolved from the site's containers; an id with no live container — a
+ * campaign the console deleted, or one still loading — is left out rather
+ * than shown, because a document id on a chip tells a reader nothing and
+ * looks like a fault. The picker below keeps such an id visible as itself,
+ * so the filing is never silently lost; the header only ever names.
+ */
+export declare function leadCampaignNames(lead: Record<string, unknown> | null | undefined, options: readonly CampaignPickerOption[]): string[];
+export interface LeadCampaignsCardProps {
+    hostId: string;
+    leadId: string;
+    lead: Record<string, unknown>;
+    leadStatus: FirestoreDocStatus;
+    /** The listener has not confirmed this document with the server yet. */
+    fromCache: boolean;
+    /** The site's campaigns, read once by the page for this card and the header. */
+    options: readonly CampaignPickerOption[];
+    /** The campaign read has answered — false while it settles. */
+    optionsReady: boolean;
+    /**
+     * What a saved filing changed, once it has landed: the ids added to and
+     * removed from the lead's membership. The page files the activity
+     * entries (AGL-3274); the card only knows the document.
+     */
+    onFiled?: (change: {
+        added: string[];
+        removed: string[];
+    }) => void;
+}
+/**
+ * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).
+ *
+ * The contact's Relationship card has carried this picker since AGL-2596;
+ * the lead's page had none, so a lead filed under a campaign by the New
+ * lead drawer, the bulk bar or a sequence's enroll showed nothing of it —
+ * the one field on the record the reader had no way to see or change.
+ *
+ * The same control, the same value helper, the same helper line. The save
+ * is the lead's own client door — a one-field `update` on
+ * `hosts/{hostId}/leads`, as the properties card writes status and notes —
+ * guarded by the seed like every draft edited over a cached read, and
+ * `campaignMembershipUnchanged` keeps Save quiet while the picker only
+ * reorders what is stored.
+ *
+ * It is FILING, not audience: the helper says so, in the sentence the
+ * contact card uses, because a reader who finds a campaign picker on a
+ * person's page assumes the opposite.
+ */
+export declare function LeadCampaignsCard(props: LeadCampaignsCardProps): import("react").JSX.Element;
+export declare namespace LeadCampaignsCard {
+    var displayName: string;
+}
+export default LeadCampaignsCard;