@aglyn/plugins-crm 1.0.0-beta.164 → 1.0.0-beta.165

package/src/lib/components/lead-campaigns-card.js

@@ -0,0 +1,160 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { campaignMembershipUnchanged, campaignMembershipValue, pluginDocsHelp, readCampaignIds } from "@aglyn/aglyn";
+import CampaignPicker from "@aglyn/shared-ui-email-campaigns/components/campaign-picker.component";
+import { CardDisplay } from "@aglyn/shared-ui-jsx";
+import { useSnackbar } from "@aglyn/shared-ui-snackstack";
+import { useFirestore, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
+import { Button, Stack } from "@mui/material";
+import { doc, serverTimestamp, updateDoc } from "firebase/firestore";
+import { useEffect, useState } from "react";
+/** The helper line under the picker — the contact card's, word for word. */ export const LEAD_CAMPAIGNS_HELPER_TEXT = 'Your own filing. It never adds anyone to a send — 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 function leadCampaignNames(lead, options) {
+    const labels = new Map(options.map((option)=>[
+            option.value,
+            option.label
+        ]));
+    return readCampaignIds(lead).map((id)=>labels.get(id)).filter((name)=>Boolean(name));
+}
+/**
+ * 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 function LeadCampaignsCard(props) {
+    const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props;
+    const firestore = useFirestore();
+    const { enqueueSnackbar } = useSnackbar();
+    const stored = readCampaignIds(lead);
+    const [selected, setSelected] = useState(stored);
+    const [dirty, setDirty] = useState(false);
+    const [saving, setSaving] = useState(false);
+    // A newer membership from the server replaces an UNEDITED selection — a
+    // sequence's enroll or a bulk add lands while the page is open — and an
+    // edited one is the reader's, decided by the guard on save.
+    const storedKey = stored.join(',');
+    useEffect(()=>{
+        if (!dirty) setSelected(stored);
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+    }, [
+        storedKey,
+        dirty
+    ]);
+    const unchanged = campaignMembershipUnchanged(stored, selected);
+    const empty = optionsReady && !options.length;
+    const save = async ()=>{
+        if (unchanged) return;
+        setSaving(true);
+        const next = campaignMembershipValue(selected);
+        const verdict = await writeGuardedBySeed({
+            subject: 'lead',
+            fromCache,
+            unreadable: leadStatus === 'error'
+        }, async ()=>{
+            await updateDoc(doc(firestore, 'hosts', hostId, 'leads', leadId), {
+                campaignIds: next,
+                updatedAt: serverTimestamp()
+            });
+        });
+        setSaving(false);
+        if (!verdict.ok) {
+            var _verdict_message;
+            enqueueSnackbar((_verdict_message = verdict.message) != null ? _verdict_message : 'The filing could not be saved.', {
+                variant: 'warning'
+            });
+            return;
+        }
+        setDirty(false);
+        enqueueSnackbar('Filing saved', {
+            variant: 'success',
+            persist: false
+        });
+        onFiled == null ? void 0 : onFiled({
+            added: next.filter((id)=>!stored.includes(id)),
+            removed: stored.filter((id)=>!next.includes(id))
+        });
+    };
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Campaigns',
+        help: pluginDocsHelp('crmLeads', {
+            anchor: '#a-leads-page'
+        }),
+        contentGutterX: true,
+        contentGutterY: true,
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 2,
+            children: [
+                /*#__PURE__*/ _jsx(CampaignPicker, {
+                    options: options,
+                    value: selected,
+                    onChange: (next)=>{
+                        setSelected(next);
+                        setDirty(true);
+                    },
+                    label: "Filed under campaigns",
+                    helperText: LEAD_CAMPAIGNS_HELPER_TEXT,
+                    disabled: saving,
+                    empty: empty,
+                    emptyText: "This site has no campaigns yet. Create one from Marketing to file leads under it."
+                }),
+                empty ? null : /*#__PURE__*/ _jsx(Stack, {
+                    direction: "row",
+                    children: /*#__PURE__*/ _jsx(Button, {
+                        size: "small",
+                        variant: "outlined",
+                        disabled: saving || unchanged,
+                        onClick: ()=>void save().catch((error)=>{
+                                console.error(error);
+                                enqueueSnackbar(error instanceof Error && error.message ? error.message : 'An error has occurred', {
+                                    variant: 'error',
+                                    allowDuplicate: true
+                                });
+                                setSaving(false);
+                            }),
+                        children: saving ? 'Saving…' : 'Save filing'
+                    })
+                })
+            ]
+        })
+    });
+}
+LeadCampaignsCard.displayName = 'LeadCampaignsCard';
+export default LeadCampaignsCard;
+
+//# sourceMappingURL=lead-campaigns-card.js.map

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

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-campaigns-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 {\n  campaignMembershipUnchanged,\n  campaignMembershipValue,\n  pluginDocsHelp,\n  readCampaignIds,\n} from '@aglyn/aglyn'\nimport CampaignPicker, {\n  type CampaignPickerOption,\n} from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack } from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\n\n/** The helper line under the picker — the contact card's, word for word. */\nexport const LEAD_CAMPAIGNS_HELPER_TEXT =\n  'Your own filing. It never adds anyone to a send — a campaign mails its lists.'\n\n/**\n * The campaigns a lead is filed under, as NAMES for the record header.\n *\n * Resolved from the site's containers; an id with no live container — a\n * campaign the console deleted, or one still loading — is left out rather\n * than shown, because a document id on a chip tells a reader nothing and\n * looks like a fault. The picker below keeps such an id visible as itself,\n * so the filing is never silently lost; the header only ever names.\n */\nexport function leadCampaignNames(\n  lead: Record<string, unknown> | null | undefined,\n  options: readonly CampaignPickerOption[],\n): string[] {\n  const labels = new Map(options.map((option) => [option.value, option.label]))\n  return readCampaignIds(lead)\n    .map((id) => labels.get(id))\n    .filter((name): name is string => Boolean(name))\n}\n\nexport interface LeadCampaignsCardProps {\n  hostId: string\n  leadId: string\n  lead: Record<string, unknown>\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  /** The site's campaigns, read once by the page for this card and the header. */\n  options: readonly CampaignPickerOption[]\n  /** The campaign read has answered — false while it settles. */\n  optionsReady: boolean\n  /**\n   * What a saved filing changed, once it has landed: the ids added to and\n   * removed from the lead's membership. The page files the activity\n   * entries (AGL-3274); the card only knows the document.\n   */\n  onFiled?: (change: { added: string[]; removed: string[] }) => void\n}\n\n/**\n * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).\n *\n * The contact's Relationship card has carried this picker since AGL-2596;\n * the lead's page had none, so a lead filed under a campaign by the New\n * lead drawer, the bulk bar or a sequence's enroll showed nothing of it —\n * the one field on the record the reader had no way to see or change.\n *\n * The same control, the same value helper, the same helper line. The save\n * is the lead's own client door — a one-field `update` on\n * `hosts/{hostId}/leads`, as the properties card writes status and notes —\n * guarded by the seed like every draft edited over a cached read, and\n * `campaignMembershipUnchanged` keeps Save quiet while the picker only\n * reorders what is stored.\n *\n * It is FILING, not audience: the helper says so, in the sentence the\n * contact card uses, because a reader who finds a campaign picker on a\n * person's page assumes the opposite.\n */\nexport function LeadCampaignsCard(props: LeadCampaignsCardProps) {\n  const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const stored = readCampaignIds(lead)\n  const [selected, setSelected] = useState<string[]>(stored)\n  const [dirty, setDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  // A newer membership from the server replaces an UNEDITED selection — a\n  // sequence's enroll or a bulk add lands while the page is open — and an\n  // edited one is the reader's, decided by the guard on save.\n  const storedKey = stored.join(',')\n  useEffect(() => {\n    if (!dirty) setSelected(stored)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [storedKey, dirty])\n\n  const unchanged = campaignMembershipUnchanged(stored, selected)\n  const empty = optionsReady && !options.length\n\n  const save = async () => {\n    if (unchanged) return\n    setSaving(true)\n    const next = campaignMembershipValue(selected)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        await updateDoc(doc(firestore, 'hosts', hostId, 'leads', leadId), {\n          campaignIds: next,\n          updatedAt: serverTimestamp(),\n        })\n      },\n    )\n    setSaving(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The filing could not be saved.', { variant: 'warning' })\n      return\n    }\n    setDirty(false)\n    enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    onFiled?.({\n      added: next.filter((id) => !stored.includes(id)),\n      removed: stored.filter((id) => !next.includes(id)),\n    })\n  }\n\n  return (\n    <CardDisplay\n      header={'Campaigns'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <CampaignPicker\n          options={options}\n          value={selected}\n          onChange={(next) => {\n            setSelected(next)\n            setDirty(true)\n          }}\n          label=\"Filed under campaigns\"\n          helperText={LEAD_CAMPAIGNS_HELPER_TEXT}\n          disabled={saving}\n          empty={empty}\n          emptyText=\"This site has no campaigns yet. Create one from Marketing to file leads under it.\"\n        />\n        {empty ? null : (\n          <Stack direction=\"row\">\n            <Button\n              size=\"small\"\n              variant=\"outlined\"\n              disabled={saving || unchanged}\n              onClick={() => void save().catch((error: unknown) => {\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                setSaving(false)\n              })}\n            >\n              {saving ? 'Saving…' : 'Save filing'}\n            </Button>\n          </Stack>\n        )}\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadCampaignsCard.displayName = 'LeadCampaignsCard'\n\nexport default LeadCampaignsCard\n"],"names":["campaignMembershipUnchanged","campaignMembershipValue","pluginDocsHelp","readCampaignIds","CampaignPicker","CardDisplay","useSnackbar","useFirestore","writeGuardedBySeed","Button","Stack","doc","serverTimestamp","updateDoc","useEffect","useState","LEAD_CAMPAIGNS_HELPER_TEXT","leadCampaignNames","lead","options","labels","Map","map","option","value","label","id","get","filter","name","Boolean","LeadCampaignsCard","props","hostId","leadId","leadStatus","fromCache","optionsReady","onFiled","firestore","enqueueSnackbar","stored","selected","setSelected","dirty","setDirty","saving","setSaving","storedKey","join","unchanged","empty","length","save","next","verdict","subject","unreadable","campaignIds","updatedAt","ok","message","variant","persist","added","includes","removed","header","help","anchor","contentGutterX","contentGutterY","spacing","onChange","helperText","disabled","emptyText","direction","size","onClick","catch","error","console","Error","allowDuplicate","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,2BAA2B,EAC3BC,uBAAuB,EACvBC,cAAc,EACdC,eAAe,QACV,eAAc;AACrB,OAAOC,oBAEA,wEAAuE;AAC9E,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAEEC,YAAY,EACZC,kBAAkB,QACb,iCAAgC;AACvC,SAASC,MAAM,EAAEC,KAAK,QAAQ,gBAAe;AAC7C,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAE3C,0EAA0E,GAC1E,OAAO,MAAMC,6BACX,gFAA+E;AAEjF;;;;;;;;CAQC,GACD,OAAO,SAASC,kBACdC,IAAgD,EAChDC,OAAwC;IAExC,MAAMC,SAAS,IAAIC,IAAIF,QAAQG,GAAG,CAAC,CAACC,SAAW;YAACA,OAAOC,KAAK;YAAED,OAAOE,KAAK;SAAC;IAC3E,OAAOtB,gBAAgBe,MACpBI,GAAG,CAAC,CAACI,KAAON,OAAOO,GAAG,CAACD,KACvBE,MAAM,CAAC,CAACC,OAAyBC,QAAQD;AAC9C;AAqBA;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASE,kBAAkBC,KAA6B;IAC7D,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAEhB,IAAI,EAAEiB,UAAU,EAAEC,SAAS,EAAEjB,OAAO,EAAEkB,YAAY,EAAEC,OAAO,EAAE,GAAGN;IACxF,MAAMO,YAAYhC;IAClB,MAAM,EAAEiC,eAAe,EAAE,GAAGlC;IAC5B,MAAMmC,SAAStC,gBAAgBe;IAC/B,MAAM,CAACwB,UAAUC,YAAY,GAAG5B,SAAmB0B;IACnD,MAAM,CAACG,OAAOC,SAAS,GAAG9B,SAAS;IACnC,MAAM,CAAC+B,QAAQC,UAAU,GAAGhC,SAAS;IACrC,wEAAwE;IACxE,wEAAwE;IACxE,4DAA4D;IAC5D,MAAMiC,YAAYP,OAAOQ,IAAI,CAAC;IAC9BnC,UAAU;QACR,IAAI,CAAC8B,OAAOD,YAAYF;IACxB,uDAAuD;IACzD,GAAG;QAACO;QAAWJ;KAAM;IAErB,MAAMM,YAAYlD,4BAA4ByC,QAAQC;IACtD,MAAMS,QAAQd,gBAAgB,CAAClB,QAAQiC,MAAM;IAE7C,MAAMC,OAAO;QACX,IAAIH,WAAW;QACfH,UAAU;QACV,MAAMO,OAAOrD,wBAAwByC;QACrC,MAAMa,UAAU,MAAM/C,mBACpB;YAAEgD,SAAS;YAAQpB;YAAWqB,YAAYtB,eAAe;QAAQ,GACjE;YACE,MAAMtB,UAAUF,IAAI4B,WAAW,SAASN,QAAQ,SAASC,SAAS;gBAChEwB,aAAaJ;gBACbK,WAAW/C;YACb;QACF;QAEFmC,UAAU;QACV,IAAI,CAACQ,QAAQK,EAAE,EAAE;gBACCL;YAAhBf,iBAAgBe,mBAAAA,QAAQM,OAAO,YAAfN,mBAAmB,kCAAkC;gBAAEO,SAAS;YAAU;YAC1F;QACF;QACAjB,SAAS;QACTL,gBAAgB,gBAAgB;YAAEsB,SAAS;YAAWC,SAAS;QAAM;QACrEzB,2BAAAA,QAAU;YACR0B,OAAOV,KAAK1B,MAAM,CAAC,CAACF,KAAO,CAACe,OAAOwB,QAAQ,CAACvC;YAC5CwC,SAASzB,OAAOb,MAAM,CAAC,CAACF,KAAO,CAAC4B,KAAKW,QAAQ,CAACvC;QAChD;IACF;IAEA,qBACE,KAACrB;QACC8D,QAAQ;QACRC,MAAMlE,eAAe,YAAY;YAAEmE,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC7D;YAAM8D,SAAS;;8BACd,KAACpE;oBACCe,SAASA;oBACTK,OAAOkB;oBACP+B,UAAU,CAACnB;wBACTX,YAAYW;wBACZT,SAAS;oBACX;oBACApB,OAAM;oBACNiD,YAAY1D;oBACZ2D,UAAU7B;oBACVK,OAAOA;oBACPyB,WAAU;;gBAEXzB,QAAQ,qBACP,KAACzC;oBAAMmE,WAAU;8BACf,cAAA,KAACpE;wBACCqE,MAAK;wBACLhB,SAAQ;wBACRa,UAAU7B,UAAUI;wBACpB6B,SAAS,IAAM,KAAK1B,OAAO2B,KAAK,CAAC,CAACC;gCAChCC,QAAQD,KAAK,CAACA;gCACdzC,gBACEyC,iBAAiBE,SAASF,MAAMpB,OAAO,GAAGoB,MAAMpB,OAAO,GAAG,yBAC1D;oCAAEC,SAAS;oCAASsB,gBAAgB;gCAAK;gCAE3CrC,UAAU;4BACZ;kCAECD,SAAS,YAAY;;;;;;AAOpC;AACAf,kBAAkBsD,WAAW,GAAG;AAEhC,eAAetD,kBAAiB"}

package/src/lib/components/lead-detail-page.js

@@ -16,15 +16,17 @@
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
 import { pluginDocsHelp, normalizeContactEmail, readErasureRequestedAtMs } from "@aglyn/aglyn";
-import { useFirestore, useFirestoreDoc, useOrgDataScope } from "@aglyn/tenant-feature-instance";
+import { useFirestore, useFirestoreDoc, useHostCampaigns, useOrgDataScope } from "@aglyn/tenant-feature-instance";
 import { Stack, Typography } from "@mui/material";
 import { doc } from "firebase/firestore";
 import { useState } from "react";
+import { useCampaignFilingLog } from "../hooks/use-campaign-filing-log.js";
 import { useOrgMemberOptions } from "../hooks/use-org-member-options.js";
 import { crmRoutes } from "../model/crm-routes.js";
-import { CrmRecordHeader } from "./crm-record-header.js";
+import { CrmRecordChip, CrmRecordHeader } from "./crm-record-header.js";
 import { CrmRecordInsightsZone } from "./crm-record-insights-zone.js";
 import { useErasePersonAction } from "./erase-person-action.js";
+import { LeadCampaignsCard, leadCampaignNames } from "./lead-campaigns-card.js";
 import { LeadConvertDialog } from "./lead-convert-dialog.js";
 import { LeadHistoryCard } from "./lead-history-card.js";
 import { LeadPropertiesCard } from "./lead-properties-card.js";
@@ -52,6 +54,21 @@ import { RecordActivityCard } from "./record-activity-card.js";
         hostId
     });
     const roster = useOrgMemberOptions(orgId);
+    /*
+   * The site's campaigns, read once for the page (AGL-3274): the header
+   * names the ones the lead is filed under and the Campaigns card offers
+   * them. One listener, not one per surface — a lead belongs to one site,
+   * so the containers are that site's.
+   */ const campaigns = useHostCampaigns(hostId, {
+        enabled: true
+    });
+    // A saved filing is written on the lead's Activity too (AGL-3274), one
+    // entry per campaign added or removed, by the member who saved it.
+    const logFiling = useCampaignFilingLog({
+        orgId,
+        hostId,
+        org: org
+    });
     const [converting, setConverting] = useState(false);
     const [unqualifying, setUnqualifying] = useState(false);
     // The privacy erasure (AGL-2623), offered from the lead as from the
@@ -103,6 +120,7 @@ import { RecordActivityCard } from "./record-activity-card.js";
                 children: [
                     /*#__PURE__*/ _jsx(LeadPropertiesCard, {
                         hostId: hostId,
+                        orgId: orgId,
                         leadId: id,
                         lead: lead,
                         leadStatus: status,
@@ -114,7 +132,14 @@ import { RecordActivityCard } from "./record-activity-card.js";
                         extraMenuItems: erase.menuItems,
                         banner: erase.banner,
                         erasurePending: erase.pendingSinceMs !== null,
-                        org: org
+                        org: org,
+                        // The campaigns the lead is filed under (AGL-3274), by name
+                        // beside the status. An id no container answers for draws no
+                        // chip: the card below keeps it, the header only names.
+                        extraChips: leadCampaignNames(lead, campaigns.options).map((name)=>/*#__PURE__*/ _jsx(CrmRecordChip, {
+                                label: "Campaign",
+                                value: name
+                            }, name))
                     }),
                     /*#__PURE__*/ _jsx(CrmRecordInsightsZone, {
                         hostId: hostId,
@@ -123,6 +148,31 @@ import { RecordActivityCard } from "./record-activity-card.js";
                         recordId: id,
                         name: label != null ? label : ''
                     }),
+                    /*#__PURE__*/ _jsx(LeadCampaignsCard, {
+                        hostId: hostId,
+                        leadId: id,
+                        lead: lead,
+                        leadStatus: status,
+                        fromCache: fromCache,
+                        options: campaigns.options,
+                        optionsReady: campaigns.ready,
+                        onFiled: ({ added, removed })=>{
+                            const named = (ids)=>ids.map((campaignId)=>{
+                                    var _ref;
+                                    var _campaigns_options_find;
+                                    return {
+                                        id: campaignId,
+                                        name: (_ref = (_campaigns_options_find = campaigns.options.find((option)=>option.value === campaignId)) == null ? void 0 : _campaigns_options_find.label) != null ? _ref : ''
+                                    };
+                                });
+                            void logFiling({
+                                leadId: id
+                            }, {
+                                filed: named(added),
+                                removed: named(removed)
+                            });
+                        }
+                    }),
                     /*#__PURE__*/ _jsx(LeadHistoryCard, {
                         hostId: hostId,
                         leadId: id,

package/src/lib/components/lead-detail-page.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-detail-page.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  pluginDocsHelp,\n  type CrmLeadFields,\n  normalizeContactEmail,\n  readErasureRequestedAtMs,\n} from '@aglyn/aglyn'\nimport {\n  useFirestore,\n  useFirestoreDoc,\n  useOrgDataScope,\n} from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useState } from 'react'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { useErasePersonAction } from './erase-person-action'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport { LeadHistoryCard } from './lead-history-card'\nimport { LeadPropertiesCard } from './lead-properties-card'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport { RecordActivityCard } from './record-activity-card'\n\ntype LeadDocument = Record<string, unknown> & CrmLeadFields\n\n/**\n * `/crm/leads/{leadId}` — one lead (AGL-2608).\n *\n * The record behind a row of the Leads section: what the person did on the\n * site, who is working them, and the conversion that turns them into a\n * contact, a company and a deal. One document listen — `hosts/{hostId}/leads`\n * is host-scoped by path, so there is no `visibleTo` to filter — and one\n * roster request for the owner picker; the convert dialog's reads open only\n * when it does.\n */\nexport function LeadDetailPage(props: CrmDetailPageProps) {\n  const { id, hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const routes = crmRoutes(basePath)\n  const {\n    data: lead,\n    status,\n    fromCache,\n  } = useFirestoreDoc<LeadDocument>(\n    () => doc(firestore, 'hosts', hostId, 'leads', id),\n    [firestore, hostId, id],\n  )\n  const { orgId } = useOrgDataScope({ hostId })\n  const roster = useOrgMemberOptions(orgId)\n  const [converting, setConverting] = useState(false)\n  const [unqualifying, setUnqualifying] = useState(false)\n  // The privacy erasure (AGL-2623), offered from the lead as from the\n  // contact: the same request, filed by the lead's address.\n  const leadEmail = lead ? normalizeContactEmail(lead['email']) : null\n  const erase = useErasePersonAction({\n    hostId,\n    orgId,\n    subject: lead && leadEmail ? { kind: 'lead', id, email: leadEmail } : null,\n    requestedAtMs: readErasureRequestedAtMs(lead),\n  })\n\n  const label = lead ? String(lead['name'] || lead['email'] || id) : undefined\n\n  if (status === 'error' || (status === 'success' && !lead)) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n      >\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {status === 'error'\n            ? 'This lead could not be read.'\n            : 'This lead no longer exists — it may have been removed from the Inbox.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n  if (!lead) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        loading\n      />\n    )\n  }\n\n  return (\n    <>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the history card under it says what\n          it holds rather than repeating the name. */}\n      <Stack spacing={3}>\n        <LeadPropertiesCard\n          hostId={hostId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          basePath={basePath}\n          roster={roster}\n          onConvert={() => setConverting(true)}\n          onUnqualify={() => setUnqualifying(true)}\n          extraMenuItems={erase.menuItems}\n          banner={erase.banner}\n          erasurePending={erase.pendingSinceMs !== null}\n          org={org}\n        />\n        {/* What an assistant says about where the lead stands (AGL-2917): read on its own site. */}\n        <CrmRecordInsightsZone\n          hostId={hostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"lead\"\n          recordId={id}\n          name={label ?? ''}\n        />\n        <LeadHistoryCard hostId={hostId} leadId={id} lead={lead} />\n        <RecordActivityCard hostId={hostId} org={org} leadId={id} />\n      </Stack>\n      <LeadConvertDialog\n        open={converting}\n        onClose={() => setConverting(false)}\n        hostId={hostId}\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={id}\n        lead={lead}\n        basePath={basePath}\n        roster={roster}\n      />\n      <LeadUnqualifyDialog\n        open={unqualifying}\n        onClose={() => setUnqualifying(false)}\n        hostId={hostId}\n        leadId={id}\n        leadLabel={label ?? id}\n      />\n      {erase.dialog}\n    </>\n  )\n}\nLeadDetailPage.displayName = 'LeadDetailPage'\n\nexport default LeadDetailPage\n"],"names":["pluginDocsHelp","normalizeContactEmail","readErasureRequestedAtMs","useFirestore","useFirestoreDoc","useOrgDataScope","Stack","Typography","doc","useState","useOrgMemberOptions","crmRoutes","CrmRecordHeader","CrmRecordInsightsZone","useErasePersonAction","LeadConvertDialog","LeadHistoryCard","LeadPropertiesCard","LeadUnqualifyDialog","RecordActivityCard","LeadDetailPage","props","id","hostId","org","basePath","firestore","routes","data","lead","status","fromCache","orgId","roster","converting","setConverting","unqualifying","setUnqualifying","leadEmail","erase","subject","kind","email","requestedAtMs","label","String","undefined","title","help","anchor","backHref","section","backLabel","variant","color","loading","spacing","leadId","leadStatus","onConvert","onUnqualify","extraMenuItems","menuItems","banner","erasurePending","pendingSinceMs","recordId","name","open","onClose","leadLabel","dialog","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,cAAc,EAEdC,qBAAqB,EACrBC,wBAAwB,QACnB,eAAc;AACrB,SACEC,YAAY,EACZC,eAAe,EACfC,eAAe,QACV,iCAAgC;AACvC,SAASC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACjD,SAASC,GAAG,QAAQ,qBAAoB;AACxC,SAASC,QAAQ,QAAQ,QAAO;AAChC,SAASC,mBAAmB,QAAQ,qCAAiC;AACrE,SAAkCC,SAAS,QAAQ,yBAAqB;AACxE,SAASC,eAAe,QAAQ,yBAAqB;AACrD,SAASC,qBAAqB,QAAQ,gCAA4B;AAClE,SAASC,oBAAoB,QAAQ,2BAAuB;AAC5D,SAASC,iBAAiB,QAAQ,2BAAuB;AACzD,SAASC,eAAe,QAAQ,yBAAqB;AACrD,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,SAASC,mBAAmB,QAAQ,6BAAyB;AAC7D,SAASC,kBAAkB,QAAQ,4BAAwB;AAI3D;;;;;;;;;CASC,GACD,OAAO,SAASC,eAAeC,KAAyB;IACtD,MAAM,EAAEC,EAAE,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQ,EAAE,GAAGJ;IACtC,MAAMK,YAAYvB;IAClB,MAAMwB,SAAShB,UAAUc;IACzB,MAAM,EACJG,MAAMC,IAAI,EACVC,MAAM,EACNC,SAAS,EACV,GAAG3B,gBACF,IAAMI,IAAIkB,WAAW,SAASH,QAAQ,SAASD,KAC/C;QAACI;QAAWH;QAAQD;KAAG;IAEzB,MAAM,EAAEU,KAAK,EAAE,GAAG3B,gBAAgB;QAAEkB;IAAO;IAC3C,MAAMU,SAASvB,oBAAoBsB;IACnC,MAAM,CAACE,YAAYC,cAAc,GAAG1B,SAAS;IAC7C,MAAM,CAAC2B,cAAcC,gBAAgB,GAAG5B,SAAS;IACjD,oEAAoE;IACpE,0DAA0D;IAC1D,MAAM6B,YAAYT,OAAO5B,sBAAsB4B,IAAI,CAAC,QAAQ,IAAI;IAChE,MAAMU,QAAQzB,qBAAqB;QACjCS;QACAS;QACAQ,SAASX,QAAQS,YAAY;YAAEG,MAAM;YAAQnB;YAAIoB,OAAOJ;QAAU,IAAI;QACtEK,eAAezC,yBAAyB2B;IAC1C;IAEA,MAAMe,QAAQf,OAAOgB,OAAOhB,IAAI,CAAC,OAAO,IAAIA,IAAI,CAAC,QAAQ,IAAIP,MAAMwB;IAEnE,IAAIhB,WAAW,WAAYA,WAAW,aAAa,CAACD,MAAO;QACzD,qBACE,KAACjB;YACC6B,MAAK;YACLM,OAAOD;YACPE,MAAMhD,eAAe,YAAY;gBAAEiD,QAAQ;YAAgB;YAC3DC,UAAUvB,OAAOwB,OAAO,CAAC;YACzBC,WAAU;sBAEV,cAAA,KAAC7C;gBAAW8C,SAAQ;gBAAQC,OAAM;0BAC/BxB,WAAW,UACR,iCACA;;;IAIZ;IACA,IAAI,CAACD,MAAM;QACT,qBACE,KAACjB;YACC6B,MAAK;YACLM,OAAOD;YACPE,MAAMhD,eAAe,YAAY;gBAAEiD,QAAQ;YAAgB;YAC3DC,UAAUvB,OAAOwB,OAAO,CAAC;YACzBC,WAAU;YACVG,OAAO;;IAGb;IAEA,qBACE;;0BAIE,MAACjD;gBAAMkD,SAAS;;kCACd,KAACvC;wBACCM,QAAQA;wBACRkC,QAAQnC;wBACRO,MAAMA;wBACN6B,YAAY5B;wBACZC,WAAWA;wBACXN,UAAUA;wBACVQ,QAAQA;wBACR0B,WAAW,IAAMxB,cAAc;wBAC/ByB,aAAa,IAAMvB,gBAAgB;wBACnCwB,gBAAgBtB,MAAMuB,SAAS;wBAC/BC,QAAQxB,MAAMwB,MAAM;wBACpBC,gBAAgBzB,MAAM0B,cAAc,KAAK;wBACzCzC,KAAKA;;kCAGP,KAACX;wBACCU,QAAQA;wBACRC,KAAKA;wBACLiB,MAAK;wBACLyB,UAAU5C;wBACV6C,IAAI,EAAEvB,gBAAAA,QAAS;;kCAEjB,KAAC5B;wBAAgBO,QAAQA;wBAAQkC,QAAQnC;wBAAIO,MAAMA;;kCACnD,KAACV;wBAAmBI,QAAQA;wBAAQC,KAAKA;wBAAKiC,QAAQnC;;;;0BAExD,KAACP;gBACCqD,MAAMlC;gBACNmC,SAAS,IAAMlC,cAAc;gBAC7BZ,QAAQA;gBACRS,OAAOA;gBACPR,KAAKA;gBACLiC,QAAQnC;gBACRO,MAAMA;gBACNJ,UAAUA;gBACVQ,QAAQA;;0BAEV,KAACf;gBACCkD,MAAMhC;gBACNiC,SAAS,IAAMhC,gBAAgB;gBAC/Bd,QAAQA;gBACRkC,QAAQnC;gBACRgD,SAAS,EAAE1B,gBAAAA,QAAStB;;YAErBiB,MAAMgC,MAAM;;;AAGnB;AACAnD,eAAeoD,WAAW,GAAG;AAE7B,eAAepD,eAAc"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-detail-page.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  pluginDocsHelp,\n  type CrmLeadFields,\n  normalizeContactEmail,\n  readErasureRequestedAtMs,\n} from '@aglyn/aglyn'\nimport {\n  useFirestore,\n  useFirestoreDoc,\n  useHostCampaigns,\n  useOrgDataScope,\n} from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { useErasePersonAction } from './erase-person-action'\nimport { LeadCampaignsCard, leadCampaignNames } from './lead-campaigns-card'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport { LeadHistoryCard } from './lead-history-card'\nimport { LeadPropertiesCard } from './lead-properties-card'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport { RecordActivityCard } from './record-activity-card'\n\ntype LeadDocument = Record<string, unknown> & CrmLeadFields\n\n/**\n * `/crm/leads/{leadId}` — one lead (AGL-2608).\n *\n * The record behind a row of the Leads section: what the person did on the\n * site, who is working them, and the conversion that turns them into a\n * contact, a company and a deal. One document listen — `hosts/{hostId}/leads`\n * is host-scoped by path, so there is no `visibleTo` to filter — and one\n * roster request for the owner picker; the convert dialog's reads open only\n * when it does.\n */\nexport function LeadDetailPage(props: CrmDetailPageProps) {\n  const { id, hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const routes = crmRoutes(basePath)\n  const {\n    data: lead,\n    status,\n    fromCache,\n  } = useFirestoreDoc<LeadDocument>(\n    () => doc(firestore, 'hosts', hostId, 'leads', id),\n    [firestore, hostId, id],\n  )\n  const { orgId } = useOrgDataScope({ hostId })\n  const roster = useOrgMemberOptions(orgId)\n  /*\n   * The site's campaigns, read once for the page (AGL-3274): the header\n   * names the ones the lead is filed under and the Campaigns card offers\n   * them. One listener, not one per surface — a lead belongs to one site,\n   * so the containers are that site's.\n   */\n  const campaigns = useHostCampaigns(hostId, { enabled: true })\n  // A saved filing is written on the lead's Activity too (AGL-3274), one\n  // entry per campaign added or removed, by the member who saved it.\n  const logFiling = useCampaignFilingLog({\n    orgId,\n    hostId,\n    org: org as Record<string, unknown> | undefined,\n  })\n  const [converting, setConverting] = useState(false)\n  const [unqualifying, setUnqualifying] = useState(false)\n  // The privacy erasure (AGL-2623), offered from the lead as from the\n  // contact: the same request, filed by the lead's address.\n  const leadEmail = lead ? normalizeContactEmail(lead['email']) : null\n  const erase = useErasePersonAction({\n    hostId,\n    orgId,\n    subject: lead && leadEmail ? { kind: 'lead', id, email: leadEmail } : null,\n    requestedAtMs: readErasureRequestedAtMs(lead),\n  })\n\n  const label = lead ? String(lead['name'] || lead['email'] || id) : undefined\n\n  if (status === 'error' || (status === 'success' && !lead)) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n      >\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {status === 'error'\n            ? 'This lead could not be read.'\n            : 'This lead no longer exists — it may have been removed from the Inbox.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n  if (!lead) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        loading\n      />\n    )\n  }\n\n  return (\n    <>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the history card under it says what\n          it holds rather than repeating the name. */}\n      <Stack spacing={3}>\n        <LeadPropertiesCard\n          hostId={hostId}\n          orgId={orgId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          basePath={basePath}\n          roster={roster}\n          onConvert={() => setConverting(true)}\n          onUnqualify={() => setUnqualifying(true)}\n          extraMenuItems={erase.menuItems}\n          banner={erase.banner}\n          erasurePending={erase.pendingSinceMs !== null}\n          org={org}\n          // The campaigns the lead is filed under (AGL-3274), by name\n          // beside the status. An id no container answers for draws no\n          // chip: the card below keeps it, the header only names.\n          extraChips={leadCampaignNames(lead, campaigns.options).map((name) => (\n            <CrmRecordChip key={name} label=\"Campaign\" value={name} />\n          ))}\n        />\n        {/* What an assistant says about where the lead stands (AGL-2917): read on its own site. */}\n        <CrmRecordInsightsZone\n          hostId={hostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"lead\"\n          recordId={id}\n          name={label ?? ''}\n        />\n        <LeadCampaignsCard\n          hostId={hostId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          options={campaigns.options}\n          optionsReady={campaigns.ready}\n          onFiled={({ added, removed }) => {\n            const named = (ids: string[]) =>\n              ids.map((campaignId) => ({\n                id: campaignId,\n                name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n              }))\n            void logFiling({ leadId: id }, { filed: named(added), removed: named(removed) })\n          }}\n        />\n        <LeadHistoryCard hostId={hostId} leadId={id} lead={lead} />\n        <RecordActivityCard hostId={hostId} org={org} leadId={id} />\n      </Stack>\n      <LeadConvertDialog\n        open={converting}\n        onClose={() => setConverting(false)}\n        hostId={hostId}\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={id}\n        lead={lead}\n        basePath={basePath}\n        roster={roster}\n      />\n      <LeadUnqualifyDialog\n        open={unqualifying}\n        onClose={() => setUnqualifying(false)}\n        hostId={hostId}\n        leadId={id}\n        leadLabel={label ?? id}\n      />\n      {erase.dialog}\n    </>\n  )\n}\nLeadDetailPage.displayName = 'LeadDetailPage'\n\nexport default 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package/src/lib/components/lead-history-card.js

@@ -155,6 +155,11 @@ function Fact(props) {
                             hostId: hostId,
                             recordKind: "lead",
                             recordId: leadId
+                        }),
+                        /*#__PURE__*/ _jsx(Typography, {
+                            variant: "caption",
+                            color: "text.secondary",
+                            children: 'Filing is separate — see Filed under campaigns.'
                         })
                     ]
                 }) : null

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

@@ -1 +1 @@
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A form's id is not a name, so it is\n * shown as the kind with the id beside it rather than as an opaque token.\n * The bare kind `form` is the lifecycle backfill's spelling for a person\n * whose timeline kept no form id (AGL-2631), and reads as the kind, the\n * way the contact's own source chip does.\n */\nexport function leadSourceLabel(source: string): string {\n  if (source === 'signup') return 'Sign-up'\n  if (source === 'booking') return 'Booking'\n  if (source === 'import') return CONTACT_SOURCE_LABELS.import\n  if (source === 'form') return CONTACT_SOURCE_LABELS.form\n  // A lead entered by hand or over the REST API (AGL-3231).\n  if (source === 'manual') return 'Added by hand'\n  if (source === 'api') return 'API'\n  if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`\n  return source\n}\n\n/** Every surface that produced a capture — the array, or the older single field. */\nexport function leadSources(lead: Record<string, unknown>): string[] {\n  const sources = lead['sources']\n  if (Array.isArray(sources) && sources.length) {\n    return sources.map((source) => String(source))\n  }\n  return typeof lead['source'] === 'string' && lead['source'] ? [lead['source']] : []\n}\n\n/** Epoch millis or a Firestore timestamp, as a local date-time, or a dash. */\nexport function leadTimeLabel(value: unknown): string {\n  if (typeof value === 'number' && Number.isFinite(value)) {\n    return new Date(value).toLocaleString()\n  }\n  const asDate = (value as { toDate?: () => Date } | null | undefined)?.toDate?.()\n  return asDate ? asDate.toLocaleString() : '—'\n}\n\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\nexport interface LeadHistoryCardProps {\n  hostId: string\n  leadId: string\n  lead: Record<string, unknown>\n}\n\n/**\n * What the capture door recorded about this person (AGL-2608): every\n * surface that produced a capture, how many times, and when the first and\n * the latest happened — the fields `addHostLead` keeps on the one document\n * per person — plus the campaign the first capture is credited to.\n *\n * Read-only by construction. Nothing here is the team's to edit: it is what\n * the visitor did, and the CRM's working state lives on the card above it.\n */\nexport function LeadHistoryCard(props: LeadHistoryCardProps) {\n  const { hostId, leadId, lead } = props\n  // The caption introduces what another plugin draws; with none loaded it\n  // would introduce nothing.\n  const hasAttribution = useHasCrmRecordAttribution()\n  const sources = leadSources(lead)\n  const capturedBy = lead[CAPTURED_BY_HOST_FIELD]\n  const count = Number(lead['submissionCount'] ?? 0) || (sources.length ? 1 : 0)\n  return (\n    <CardDisplay\n      header={'Captured history'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={3}>\n        <Stack direction={{ xs: 'column', md: 'row' }} spacing={3}>\n          <Fact label=\"First seen\">\n            {leadTimeLabel(lead['firstSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Last seen\">\n            {leadTimeLabel(lead['lastSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Captures\">{count ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-history-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 { CAPTURED_BY_HOST_FIELD, CONTACT_SOURCE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\n// The component path and NOT the marketing barrel, for the reason the Inbox\n// and the contacts list give: the barrel is the tenant loader's entry point\n// for the plugin's SITE half, and a console card named there ships to every\n// published page.\nimport {\n  CrmRecordAttributionZone,\n  useHasCrmRecordAttribution,\n} from './crm-attribution-zone'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\n\n/**\n * The surfaces `addHostLead` names — `signup`, `booking`, `form:{formId}`,\n * `import` — as they read on screen. A form's id is not a name, so it is\n * shown as the kind with the id beside it rather than as an opaque token.\n * The bare kind `form` is the lifecycle backfill's spelling for a person\n * whose timeline kept no form id (AGL-2631), and reads as the kind, the\n * way the contact's own source chip does.\n */\nexport function leadSourceLabel(source: string): string {\n  if (source === 'signup') return 'Sign-up'\n  if (source === 'booking') return 'Booking'\n  if (source === 'import') return CONTACT_SOURCE_LABELS.import\n  if (source === 'form') return CONTACT_SOURCE_LABELS.form\n  // A lead entered by hand or over the REST API (AGL-3231).\n  if (source === 'manual') return 'Added by hand'\n  if (source === 'api') return 'API'\n  if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`\n  return source\n}\n\n/** Every surface that produced a capture — the array, or the older single field. */\nexport function leadSources(lead: Record<string, unknown>): string[] {\n  const sources = lead['sources']\n  if (Array.isArray(sources) && sources.length) {\n    return sources.map((source) => String(source))\n  }\n  return typeof lead['source'] === 'string' && lead['source'] ? [lead['source']] : []\n}\n\n/** Epoch millis or a Firestore timestamp, as a local date-time, or a dash. */\nexport function leadTimeLabel(value: unknown): string {\n  if (typeof value === 'number' && Number.isFinite(value)) {\n    return new Date(value).toLocaleString()\n  }\n  const asDate = (value as { toDate?: () => Date } | null | undefined)?.toDate?.()\n  return asDate ? asDate.toLocaleString() : '—'\n}\n\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\nexport interface LeadHistoryCardProps {\n  hostId: string\n  leadId: string\n  lead: Record<string, unknown>\n}\n\n/**\n * What the capture door recorded about this person (AGL-2608): every\n * surface that produced a capture, how many times, and when the first and\n * the latest happened — the fields `addHostLead` keeps on the one document\n * per person — plus the campaign the first capture is credited to.\n *\n * Read-only by construction. Nothing here is the team's to edit: it is what\n * the visitor did, and the CRM's working state lives on the card above it.\n */\nexport function LeadHistoryCard(props: LeadHistoryCardProps) {\n  const { hostId, leadId, lead } = props\n  // The caption introduces what another plugin draws; with none loaded it\n  // would introduce nothing.\n  const hasAttribution = useHasCrmRecordAttribution()\n  const sources = leadSources(lead)\n  const capturedBy = lead[CAPTURED_BY_HOST_FIELD]\n  const count = Number(lead['submissionCount'] ?? 0) || (sources.length ? 1 : 0)\n  return (\n    <CardDisplay\n      header={'Captured history'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={3}>\n        <Stack direction={{ xs: 'column', md: 'row' }} spacing={3}>\n          <Fact label=\"First seen\">\n            {leadTimeLabel(lead['firstSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Last seen\">\n            {leadTimeLabel(lead['lastSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Captures\">{count ? String(count) : '—'}</Fact>\n          <Fact label=\"Captured on\">\n            {Array.isArray(capturedBy) && capturedBy.length\n              ? capturedBy.map(String).join(', ')\n              : hostId}\n          </Fact>\n        </Stack>\n        <Fact label=\"Sources\">\n          {sources.length ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip key={source} size=\"small\" variant=\"outlined\" label={leadSourceLabel(source)} />\n              ))}\n            </Stack>\n          ) : (\n            '—'\n          )}\n        </Fact>\n        {hasAttribution ? (\n          <Stack spacing={1}>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Where this lead came from'}\n            </Typography>\n            <CrmRecordAttributionZone\n              hostId={hostId}\n              recordKind=\"lead\"\n              recordId={leadId}\n            />\n            {/* Attribution is which campaign brought the person; the\n                filing on the Campaigns card is the team's own (AGL-3274),\n                and a reader who sees one campaign here and another there\n                is owed the difference. */}\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Filing is separate — see Filed under campaigns.'}\n            </Typography>\n          </Stack>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadHistoryCard.displayName = 'LeadHistoryCard'\n\nexport default LeadHistoryCard\n"],"names":["CAPTURED_BY_HOST_FIELD","CONTACT_SOURCE_LABELS","pluginDocsHelp","CrmRecordAttributionZone","useHasCrmRecordAttribution","CardDisplay","Chip","Stack","Typography","leadSourceLabel","source","import","form","startsWith","slice","length","leadSources","lead","sources","Array","isArray","map","String","leadTimeLabel","value","Number","isFinite","Date","toLocaleString","asDate","toDate","Fact","props","spacing","variant","color","label","component","children","LeadHistoryCard","hostId","leadId","hasAttribution","capturedBy","count","header","help","anchor","contentGutterX","contentGutterY","direction","xs","md","join","sx","flexWrap","rowGap","size","recordKind","recordId","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,sBAAsB,EAAEC,qBAAqB,EAAEC,cAAc,QAAQ,eAAc;AAC5F,4EAA4E;AAC5E,4EAA4E;AAC5E,4EAA4E;AAC5E,kBAAkB;AAClB,SACEC,wBAAwB,EACxBC,0BAA0B,QACrB,4BAAwB;AAC/B,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAEvD;;;;;;;CAOC,GACD,OAAO,SAASC,gBAAgBC,MAAc;IAC5C,IAAIA,WAAW,UAAU,OAAO;IAChC,IAAIA,WAAW,WAAW,OAAO;IACjC,IAAIA,WAAW,UAAU,OAAOT,sBAAsBU,MAAM;IAC5D,IAAID,WAAW,QAAQ,OAAOT,sBAAsBW,IAAI;IACxD,0DAA0D;IAC1D,IAAIF,WAAW,UAAU,OAAO;IAChC,IAAIA,WAAW,OAAO,OAAO;IAC7B,IAAIA,OAAOG,UAAU,CAAC,UAAU,OAAO,CAAC,KAAK,EAAEH,OAAOI,KAAK,CAAC,QAAQC,MAAM,GAAG;IAC7E,OAAOL;AACT;AAEA,kFAAkF,GAClF,OAAO,SAASM,YAAYC,IAA6B;IACvD,MAAMC,UAAUD,IAAI,CAAC,UAAU;IAC/B,IAAIE,MAAMC,OAAO,CAACF,YAAYA,QAAQH,MAAM,EAAE;QAC5C,OAAOG,QAAQG,GAAG,CAAC,CAACX,SAAWY,OAAOZ;IACxC;IACA,OAAO,OAAOO,IAAI,CAAC,SAAS,KAAK,YAAYA,IAAI,CAAC,SAAS,GAAG;QAACA,IAAI,CAAC,SAAS;KAAC,GAAG,EAAE;AACrF;AAEA,4EAA4E,GAC5E,OAAO,SAASM,cAAcC,KAAc;QAI3B;IAHf,IAAI,OAAOA,UAAU,YAAYC,OAAOC,QAAQ,CAACF,QAAQ;QACvD,OAAO,IAAIG,KAAKH,OAAOI,cAAc;IACvC;IACA,MAAMC,SAAUL,0BAAD,gBAAA,AAACA,MAAsDM,MAAM,qBAA7D,mBAACN;IAChB,OAAOK,SAASA,OAAOD,cAAc,KAAK;AAC5C;AAEA,SAASG,KAAKC,KAAmD;IAC/D,qBACE,MAACzB;QAAM0B,SAAS;;0BACd,KAACzB;gBAAW0B,SAAQ;gBAAUC,OAAM;0BACjCH,MAAMI,KAAK;;0BAEd,KAAC5B;gBAAW0B,SAAQ;gBAAQG,WAAU;0BACnCL,MAAMM,QAAQ;;;;AAIvB;AAQA;;;;;;;;CAQC,GACD,OAAO,SAASC,gBAAgBP,KAA2B;QAOpCf,uBAWIA,qBAGAA;IApBzB,MAAM,EAAEuB,MAAM,EAAEC,MAAM,EAAExB,IAAI,EAAE,GAAGe;IACjC,wEAAwE;IACxE,2BAA2B;IAC3B,MAAMU,iBAAiBtC;IACvB,MAAMc,UAAUF,YAAYC;IAC5B,MAAM0B,aAAa1B,IAAI,CAACjB,uBAAuB;IAC/C,MAAM4C,QAAQnB,QAAOR,wBAAAA,IAAI,CAAC,kBAAkB,YAAvBA,wBAA2B,MAAOC,CAAAA,QAAQH,MAAM,GAAG,IAAI,CAAA;IAC5E,qBACE,KAACV;QACCwC,QAAQ;QACRC,MAAM5C,eAAe,YAAY;YAAE6C,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC1C;YAAM0B,SAAS;;8BACd,MAAC1B;oBAAM2C,WAAW;wBAAEC,IAAI;wBAAUC,IAAI;oBAAM;oBAAGnB,SAAS;;sCACtD,KAACF;4BAAKK,OAAM;sCACTb,eAAcN,sBAAAA,IAAI,CAAC,gBAAgB,YAArBA,sBAAyBA,IAAI,CAAC,YAAY;;sCAE3D,KAACc;4BAAKK,OAAM;sCACTb,eAAcN,qBAAAA,IAAI,CAAC,eAAe,YAApBA,qBAAwBA,IAAI,CAAC,YAAY;;sCAE1D,KAACc;4BAAKK,OAAM;sCAAYQ,QAAQtB,OAAOsB,SAAS;;sCAChD,KAACb;4BAAKK,OAAM;sCACTjB,MAAMC,OAAO,CAACuB,eAAeA,WAAW5B,MAAM,GAC3C4B,WAAWtB,GAAG,CAACC,QAAQ+B,IAAI,CAAC,QAC5Bb;;;;8BAGR,KAACT;oBAAKK,OAAM;8BACTlB,QAAQH,MAAM,iBACb,KAACR;wBAAM2C,WAAU;wBAAMjB,SAAS;wBAAKqB,IAAI;4BAAEC,UAAU;4BAAQC,QAAQ;wBAAI;kCACtEtC,QAAQG,GAAG,CAAC,CAACX,uBACZ,KAACJ;gCAAkBmD,MAAK;gCAAQvB,SAAQ;gCAAWE,OAAO3B,gBAAgBC;+BAA/DA;yBAIf;;gBAGHgC,+BACC,MAACnC;oBAAM0B,SAAS;;sCACd,KAACzB;4BAAW0B,SAAQ;4BAAUC,OAAM;sCACjC;;sCAEH,KAAChC;4BACCqC,QAAQA;4BACRkB,YAAW;4BACXC,UAAUlB;;sCAMZ,KAACjC;4BAAW0B,SAAQ;4BAAUC,OAAM;sCACjC;;;qBAGH;;;;AAIZ;AACAI,gBAAgBqB,WAAW,GAAG;AAE9B,eAAerB,gBAAe"}

package/src/lib/components/lead-properties-card.d.ts

@@ -9,6 +9,12 @@ import type { OrgMemberOptions } from '../hooks/use-org-member-options';
 export declare const CONVERT_PENDING_ERASURE_REASON = "An erasure is pending for this person";
 export interface LeadPropertiesCardProps {
     hostId: string;
+    /**
+     * The org the site belongs to, as the page already resolved it — the
+     * custom lead fields are ORG-wide (AGL-3272), and a second lookup here
+     * would be one more read per record page for an answer already in hand.
+     */
+    orgId: string | null;
     leadId: string;
     lead: Record<string, unknown> & CrmLeadFields;
     leadStatus: FirestoreDocStatus;
@@ -26,6 +32,12 @@ export interface LeadPropertiesCardProps {
     extraMenuItems?: RowActionsMenuItem[];
     /** What the page shows above the facts — the erasure-pending state. */
     banner?: React.ReactNode;
+    /**
+     * Chips the page adds after the owner — the campaigns the lead is filed
+     * under (AGL-3274), named from the containers the page reads once for
+     * this header and the Campaigns card below it.
+     */
+    extraChips?: React.ReactNode;
     /**
      * An erasure request is waiting on this person (AGL-2623). Convert stays
      * on the page but is refused with the reason, the way the overflow's items

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

@@ -23,7 +23,10 @@ import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
 import { Alert, Button, FormControl, InputLabel, MenuItem, Select, Stack, TextField, Tooltip, Typography } from "@mui/material";
 import { deleteField, doc, serverTimestamp, updateDoc } from "firebase/firestore";
-import { useEffect, useId, useState } from "react";
+import { useEffect, useId, useMemo, useState } from "react";
+import { useContactFieldDefinitions } from "../hooks/use-contact-field-definitions.js";
+import { crmCustomDraftChanges, crmCustomDraftMissingRequired, crmCustomDraftValue, crmCustomDraftWrites } from "../model/crm-custom-draft.js";
+import { CrmCustomFieldControl } from "./crm-custom-field-control.js";
 import { crmRoutes } from "../model/crm-routes.js";
 import { addressDraftFrom, ContactAddressFields } from "./contact-address-fields.js";
 import { CrmCallButton, CrmPhoneLink } from "./crm-call-actions.js";
@@ -90,7 +93,7 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
  * the actions become links to what the conversion made.
  */ export function LeadPropertiesCard(props) {
     var _lead_phone, _lead_notes, _lead_email, _lead_email1, _lead_name;
-    const { hostId, leadId, lead, leadStatus, fromCache, basePath, roster, onConvert, onUnqualify, extraMenuItems = [], banner, erasurePending = false, org } = props;
+    const { hostId, orgId, leadId, lead, leadStatus, fromCache, basePath, roster, onConvert, onUnqualify, extraMenuItems = [], banner, extraChips, erasurePending = false, org } = props;
     const firestore = useFirestore();
     const { enqueueSnackbar } = useSnackbar();
     const routes = crmRoutes(basePath);
@@ -131,6 +134,23 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
         lead.tags,
         lead.address
     ]);
+    /*
+   * THE ORG'S OWN LEAD FIELDS (AGL-3272), edited under the same Save as
+   * the profile: one button over one card, so a person filling a lead in
+   * does not have to find two.
+   *
+   * The draft holds only the keys the reader touched, and Save writes the
+   * difference as dotted paths — a `custom` map written whole would take
+   * out every key this card did not show, which is what a retired field's
+   * values and an integration's writes sit under.
+   */ const fields = useContactFieldDefinitions(orgId, 'lead');
+    const storedCustom = useMemo(()=>{
+        var _lead_custom;
+        return (_lead_custom = lead.custom) != null ? _lead_custom : {};
+    }, [
+        lead.custom
+    ]);
+    const [custom, setCustom] = useState({});
     const editProfile = (key, value)=>{
         setProfile((current)=>_extends({}, current, {
                 [key]: value
@@ -180,6 +200,12 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
         }
         setNotesDirty(false);
     };
+    /*
+   * What Save is offered for: a profile field edited, or a custom value
+   * that differs from the stored map. Touched-and-put-back does not count
+   * — the draft keeps the key either way, and a Save that wrote nothing
+   * would still bump `updatedAt`.
+   */ const dirty = profileDirty || crmCustomDraftChanges(storedCustom, custom).length > 0;
     const saveProfile = async ()=>{
         const { patch, errors } = Aglyn.normalizeCrmLeadProfile({
             company: profile.company,
@@ -192,12 +218,23 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
         });
         setProfileErrors(errors);
         if (Object.keys(errors).length) return;
+        /*
+     * A required field the reader CLEARED is refused; one the lead has
+     * always lacked is not this save's to demand, or a field added after
+     * the lead was captured would block every later edit to its company.
+     */ const missing = crmCustomDraftMissingRequired(fields.active, storedCustom, custom, 'edit');
+        if (missing.length) {
+            enqueueSnackbar(`${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`, {
+                variant: 'warning'
+            });
+            return;
+        }
         setSavingProfile(true);
         const verdict = await writeGuardedBySeed({
             subject: 'lead',
             fromCache,
             unreadable: leadStatus === 'error'
-        }, ()=>write(profileWrite(patch), 'Lead saved'));
+        }, ()=>write(_extends({}, profileWrite(patch), crmCustomDraftWrites(storedCustom, custom)), 'Lead saved'));
         setSavingProfile(false);
         if (!verdict.ok) {
             var _verdict_message;
@@ -207,6 +244,9 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
             return;
         }
         setProfileDirty(false);
+        // The draft is spent: what it held is stored, and the controls read
+        // the document again.
+        setCustom({});
     };
     const consent = Aglyn.readMarketingBasis(lead, Aglyn.soloConsentGroup(hostId));
     const consentLine = consent.basis === 'granted' ? `Opted in to marketing${consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''}` : consent.basis === 'declined' ? 'Declined marketing' : 'No marketing consent recorded — this lead cannot be emailed marketing';
@@ -291,7 +331,8 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
                 /*#__PURE__*/ _jsx(CrmRecordChip, {
                     label: "Owner",
                     value: lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined
-                })
+                }),
+                extraChips
             ]
         }),
         children: /*#__PURE__*/ _jsxs(Stack, {
@@ -548,6 +589,23 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
                             onChange: (next)=>editProfile('address', next),
                             disabled: converted
                         }),
+                        fields.active.length ? /*#__PURE__*/ _jsxs(_Fragment, {
+                            children: [
+                                /*#__PURE__*/ _jsx(Typography, {
+                                    variant: "caption",
+                                    color: "text.secondary",
+                                    children: 'Custom fields'
+                                }),
+                                fields.active.map((definition)=>/*#__PURE__*/ _jsx(CrmCustomFieldControl, {
+                                        definition: definition,
+                                        value: crmCustomDraftValue(storedCustom, custom, definition.key),
+                                        onChange: (value)=>setCustom((current)=>_extends({}, current, {
+                                                    [definition.key]: value
+                                                })),
+                                        disabled: converted || savingProfile
+                                    }, definition.$id))
+                            ]
+                        }) : null,
                         converted ? null : /*#__PURE__*/ _jsx(Stack, {
                             direction: "row",
                             spacing: 1,
@@ -558,7 +616,7 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
                                 size: "small",
                                 variant: "contained",
                                 onClick: ()=>void saveProfile(),
-                                disabled: !profileDirty || savingProfile,
+                                disabled: !dirty || savingProfile,
                                 children: 'Save'
                             })
                         })