@aglyn/plugins-crm 1.0.0-beta.164 → 1.0.0-beta.166

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.164",
+  "version": "1.0.0-beta.166",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,18 +25,18 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.164",
-    "@aglyn/shared-data-enums": "1.0.0-beta.164",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.164",
-    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.164",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.164",
-    "@aglyn/shared-ui-next": "1.0.0-beta.164",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.164",
-    "@aglyn/shared-util-email": "1.0.0-beta.164",
-    "@aglyn/shared-util-http": "1.0.0-beta.164",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.164",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.164",
-    "@aglyn/tenant-runtime": "1.0.0-beta.164",
+    "@aglyn/aglyn": "1.0.0-beta.166",
+    "@aglyn/shared-data-enums": "1.0.0-beta.166",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.166",
+    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.166",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.166",
+    "@aglyn/shared-ui-next": "1.0.0-beta.166",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.166",
+    "@aglyn/shared-util-email": "1.0.0-beta.166",
+    "@aglyn/shared-util-http": "1.0.0-beta.166",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.166",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.166",
+    "@aglyn/tenant-runtime": "1.0.0-beta.166",
     "@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

@@ -33,6 +33,7 @@ import { doc, getDoc } from "firebase/firestore";
 import { useCallback, useEffect, useMemo, useState } from "react";
 import { useContactUpdate } from "../hooks/use-contact-update.js";
 import { crmRoutes } from "../model/crm-routes.js";
+import { useCrmScope } from "../hooks/use-crm-scope.js";
 /**
  * WHERE THIS PERSON CAME FROM AND WHAT THEY ARE FILED UNDER (AGL-2596).
  *
@@ -74,6 +75,11 @@ import { crmRoutes } from "../model/crm-routes.js";
  */ export function ContactAssociationsCard(props) {
     var _record_sources;
     const { hostId, record, row, consentGroup, seed, basePath, bookingsHref } = props;
+    // The lead's collection is the org's now (AGL-3275); the site still names
+    // the surface, and the scope hook resolves the org from it.
+    const { orgId } = useCrmScope({
+        hostId
+    });
     const firestore = useFirestore();
     const { enqueueSnackbar } = useSnackbar();
     const contactUpdate = useContactUpdate(hostId);
@@ -87,7 +93,7 @@ import { crmRoutes } from "../model/crm-routes.js";
         void (async ()=>{
             const key = await personKeyInBrowser(email);
             if (!key || !active) return;
-            const snapshot = await getDoc(doc(firestore, 'hosts', hostId, 'leads', key)).catch(()=>null);
+            const snapshot = await getDoc(doc(firestore, 'orgs', orgId, 'leads', key)).catch(()=>null);
             if (active && (snapshot == null ? void 0 : snapshot.exists())) setLeadKey(key);
         })().catch(()=>undefined);
         return ()=>{
@@ -240,10 +246,20 @@ 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'\nimport { useCrmScope } from '../hooks/use-crm-scope'\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  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\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, 'orgs', orgId, '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 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package/src/lib/components/crm-console-page.js

@@ -60,14 +60,19 @@ import TasksSection from "./tasks-section.js";
             })) : /*#__PURE__*/ _jsx(ContactsSection, _extends({}, props));
         case 'leads':
             /*
-       * A lead lives under its site, so at the organization level the
-       * address names the site before the id — `leads/{hostId}/{leadId}`
-       * (AGL-2630) — and the record page is mounted UNDER that site: every
-       * read and write it makes is host-scoped by path, exactly as on the
-       * site's own hub. Under a site the id is the one segment it always
-       * was.
+       * ONE SEGMENT, at both levels (AGL-3275).
+       *
+       * The organization level used to name the site before the id —
+       * `leads/{hostId}/{leadId}` (AGL-2630) — because a lead lived under its
+       * site and a person key was the same id under each site that had met
+       * them, so the id alone could not say which record was meant. A lead is
+       * one org row now, and addresses like every other CRM record.
+       *
+       * The two-segment form is still ACCEPTED, and deliberately: links to a
+       * lead were shared, bookmarked and mailed while the old shape was live,
+       * and the id it carries is the same person key either way. The site
+       * segment is simply dropped.
        */ return record ? !props.hostId && detail.length >= 2 ? /*#__PURE__*/ _jsx(LeadDetailPage, _extends({}, recordProps, {
-                hostId: record,
                 id: detail[1]
             })) : /*#__PURE__*/ _jsx(LeadDetailPage, _extends({}, recordProps, {
                 id: record

package/src/lib/components/crm-console-page.js.map

@@ -1 +1 @@
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Only the\n * returned branch is ever built.\n *\n * Three sections own a deeper route — a record beneath the list — and read\n * it off `detail`, the segments after the section id. A list section with\n * nothing after it is the list; one segment is the record; the shell has\n * already 404'd anything it could not resolve to this surface.\n */\nfunction sectionBody(\n  section: CrmConsoleSectionId,\n  props: ConsolePluginPageProps,\n  /** The section's OWN segments — `segments[1]` onward. */\n  detail: readonly string[],\n  basePath: string,\n): ReactNode {\n  const record = detail[0]\n  const recordProps = {\n    hostId: props.hostId,\n    org: props.org,\n    permissions: props.permissions,\n    releaseFlag: props.releaseFlag,\n    hostRole: props.hostRole,\n    basePath,\n  }\n  switch (section) {\n    case 'contacts':\n      return record ? (\n        <ContactDetailPage {...recordProps} id={record} />\n      ) : (\n        <ContactsSection {...props} />\n      )\n    case 'leads':\n      /*\n       * A lead lives under its site, so at the organization level the\n       * address names the site before the id — `leads/{hostId}/{leadId}`\n       * (AGL-2630) — and the record page is mounted UNDER that site: every\n       * read and write it makes is host-scoped by path, exactly as on the\n       * site's own hub. Under a site the id is the one segment it always\n       * was.\n       */\n      return record ? (\n        !props.hostId && detail.length >= 2 ? (\n          <LeadDetailPage {...recordProps} hostId={record} id={detail[1]} />\n        ) : (\n          <LeadDetailPage {...recordProps} id={record} />\n        )\n      ) : (\n        <LeadsSection {...props} />\n      )\n    case 'companies':\n      return record ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-console-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 type { ConsolePluginPageProps } from '@aglyn/aglyn'\nimport { HubSections } from '@aglyn/shared-ui-next'\nimport type { ReactNode } from 'react'\nimport { CrmOrgMountProvider } from '../hooks/use-crm-org-mount'\nimport CompaniesSection from './companies-section'\nimport CompanyDetailPage from './company-detail-page'\nimport ContactDetailPage from './contact-detail-page'\nimport type { CrmConsoleSectionId } from './crm-console-sections'\nimport DealDetailPage from './deal-detail-page'\nimport DealsSection from './deals-section'\nimport FieldsSection from './fields-section'\nimport LeadDetailPage from './lead-detail-page'\nimport LeadsSection from './leads-section'\nimport ContactsSection from './contacts-section'\nimport ReportsSection from './reports-section'\nimport CrmSettingsSection from './settings-section'\nimport TasksSection from './tasks-section'\n\n/**\n * The body of one Contacts section, built only when that section is the one\n * being read (AGL-2595).\n *\n * A function rather than a map of nodes on purpose: a `Record<id, ReactNode>`\n * would CONSTRUCT every section on every render, and the people list alone\n * opens four Firestore listens and an aggregate read on mount. Only the\n * returned branch is ever built.\n *\n * Three sections own a deeper route — a record beneath the list — and read\n * it off `detail`, the segments after the section id. A list section with\n * nothing after it is the list; one segment is the record; the shell has\n * already 404'd anything it could not resolve to this surface.\n */\nfunction sectionBody(\n  section: CrmConsoleSectionId,\n  props: ConsolePluginPageProps,\n  /** The section's OWN segments — `segments[1]` onward. */\n  detail: readonly string[],\n  basePath: string,\n): ReactNode {\n  const record = detail[0]\n  const recordProps = {\n    hostId: props.hostId,\n    org: props.org,\n    permissions: props.permissions,\n    releaseFlag: props.releaseFlag,\n    hostRole: props.hostRole,\n    basePath,\n  }\n  switch (section) {\n    case 'contacts':\n      return record ? (\n        <ContactDetailPage {...recordProps} id={record} />\n      ) : (\n        <ContactsSection {...props} />\n      )\n    case 'leads':\n      /*\n       * ONE SEGMENT, at both levels (AGL-3275).\n       *\n       * The organization level used to name the site before the id —\n       * `leads/{hostId}/{leadId}` (AGL-2630) — because a lead lived under its\n       * site and a person key was the same id under each site that had met\n       * them, so the id alone could not say which record was meant. A lead is\n       * one org row now, and addresses like every other CRM record.\n       *\n       * The two-segment form is still ACCEPTED, and deliberately: links to a\n       * lead were shared, bookmarked and mailed while the old shape was live,\n       * and the id it carries is the same person key either way. The site\n       * segment is simply dropped.\n       */\n      return record ? (\n        !props.hostId && detail.length >= 2 ? (\n          <LeadDetailPage {...recordProps} id={detail[1]} />\n        ) : (\n          <LeadDetailPage {...recordProps} id={record} />\n        )\n      ) : (\n        <LeadsSection {...props} />\n      )\n    case 'companies':\n      return record ? (\n        <CompanyDetailPage {...recordProps} id={record} />\n      ) : (\n        <CompaniesSection\n          hostId={props.hostId}\n          org={props.org}\n          basePath={basePath}\n        />\n      )\n    case 'deals':\n      return record ? (\n        <DealDetailPage {...recordProps} id={record} />\n      ) : (\n        <DealsSection {...props} />\n      )\n    case 'tasks':\n      return <TasksSection {...props} />\n    case 'reports':\n      // The shell's props whole, like the contacts list: the reports resolve\n      // the org scope from `hostId`, the consent group from `org`, and their\n      // drill-down links from `basePath` (AGL-2604).\n      return <ReportsSection {...props} />\n    case 'fields':\n      return <FieldsSection hostId={props.hostId} org={props.org} />\n    case 'settings':\n      // The org-wide switches (AGL-2613): what the CRM does on its own for\n      // every site in the workspace, written to the org document.\n      return <CrmSettingsSection hostId={props.hostId} org={props.org} />\n    default:\n      return null\n  }\n}\n\n/**\n * Contacts (AGL-109 → AGL-395 → AGL-2595): the CRM hub — people, companies,\n * deals, tasks, reports and fields — owned by the contacts plugin and\n * rendered by the shell's generic plugin route. The shell applies the\n * `release_crm` gate (via the nav tab) and passes the resolved `org`\n * doc, which the people section reads for the `contactsPerHost` quota.\n *\n * Sections are ROUTES, following the hubs that migrated before it (AGL-2501):\n * `/contacts/people` is the v1 list, and every other section is a URL of its\n * own, so the page builds one section's body and the others do not exist to\n * subscribe. The v1 body moved to `contacts-section.tsx` untouched; what this\n * file adds is the rail and the switch.\n */\nexport function CrmConsolePage(props: ConsolePluginPageProps) {\n  const { section, sections, basePath, segments, orgMount } = props\n\n  /*\n   * Nothing until the URL names a section. The shell redirects a bare\n   * `/contacts` to the landing section and holds a spinner while it does, so\n   * this state is transient — and rendering the people list here instead\n   * would pay for its listens on a URL that is already being replaced.\n   */\n  if (!section || !sections?.length || !basePath) return null\n\n  const hub = (\n    <HubSections sections={sections}>\n      {sectionBody(\n        section as CrmConsoleSectionId,\n        props,\n        // `segments[0]` IS the section — the shell resolved it into `section`\n        // already — so what a section owns is everything after it.\n        (segments ?? []).slice(1),\n        basePath,\n      )}\n    </HubSections>\n  )\n  /*\n   * THE ORGANIZATION-LEVEL MOUNT (AGL-2630). 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package/src/lib/components/crm-glance-card.js

@@ -25,7 +25,7 @@ import { useMemo } from "react";
 import { useConsoleHostRoute, useFirestore, useOrgDataScope, useOrgPlan } from "@aglyn/tenant-feature-instance";
 import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
 import { crmRoutes } from "../model/crm-routes.js";
-import { openLeadsAcrossSites } from "./reports/lead-counts.js";
+import { openLeadsForScope } from "./reports/lead-counts.js";
 import { scopedCollection, visibleToClause } from "./reports/report-scope.js";
 import { ReportStatTile } from "./reports/report-stat-tile.js";
 import { useAggregateRead } from "./reports/use-aggregate-read.js";
@@ -121,7 +121,9 @@ const WEEK_MS = 7 * 24 * 60 * 60 * 1000;
             }),
             // Due today OR overdue: everything open that is due before the day ends.
             countOf(query(tasks, ...visibleToClause(tokens), where('status', '==', 'open'), where('dueAtMs', '<', day.end))),
-            openLeadsAcrossSites(firestore, leadSites)
+            // One scoped count over the org collection (AGL-3275) — see the
+            // function's note on why summing per site would double-count.
+            openLeadsForScope(firestore, scope[1], tokens)
         ]).then(([contacts, newThisWeek, pipelineCents, tasksDue, leadsToWork])=>({
                 contacts,
                 newThisWeek,

package/src/lib/components/crm-glance-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-glance-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 { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport {\n  getAggregateFromServer,\n  getCountFromServer,\n  query,\n  sum,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport {\n  useConsoleHostRoute,\n  useFirestore,\n  useOrgDataScope,\n  useOrgPlan,\n} from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmRoutes } from '../model/crm-routes'\nimport { openLeadsAcrossSites } from './reports/lead-counts'\nimport { scopedCollection, visibleToClause } from './reports/report-scope'\nimport { ReportStatTile } from './reports/report-stat-tile'\nimport { useAggregateRead } from './reports/use-aggregate-read'\n\nconst WEEK_MS = 7 * 24 * 60 * 60 * 1000\n\ninterface GlanceFigures {\n  contacts: number\n  newThisWeek: number\n  pipelineCents: number\n  tasksDue: number\n  /** Open leads — new or being worked — on this site, or across the org's sites. */\n  leadsToWork: number\n}\n\nexport interface CrmGlanceCardProps {\n  /**\n   * The site the card is on the dashboard of, or `null` beneath the org\n   * hub's mount (AGL-2634), where the figures total every site: the\n   * org-wide reads carry no scope clause, and the lead figure fans out\n   * over the mount's site list.\n   */\n  hostId: string | null\n  /** The org hub's own path, for the links when there is no site to derive them from. */\n  basePath?: string\n}\n\n/**\n * CRM at a glance (AGL-2604): a `hostDashboard` widget with five numbers —\n * contacts, new this week, open pipeline value, tasks due today or overdue,\n * and leads still to work (AGL-2624) — each a link into the section that\n * explains it.\n *\n * Server aggregates and nothing else: a dashboard card mounts on every\n * visit to the site's front page, so it is the one surface on which a\n * bounded read of a thousand rows would be a cost paid for nothing. Each\n * number is a count or a sum the server takes over the same `visibleTo`\n * predicate the hub's sections query with, so the card never shows a figure\n * the section behind the link would not.\n *\n * The lead figure is two counts and a subtraction — every lead on the site,\n * less the closed ones — because a lead nobody has touched carries no status\n * field and Firestore cannot select on a field's absence; see\n * `openLeadsFromCounts`. Leads are host-scoped by path rather than by\n * `visibleTo`, so those two counts run on `hosts/{hostId}/leads` under the\n * site's own rules, the way the Leads section reads it.\n *\n * The widget is handed a host doc id and nothing else, so the org — needed\n * for the consent group whose tokens scope the reads — comes from\n * `useOrgPlan`, and the link base from `useConsoleHostRoute`, the way the\n * commerce glance card builds its store link. Nothing is read until the org\n * has settled: a first round of aggregates against the solo group, replaced\n * by a second against the real one, would be two reads for one answer.\n *\n * ## The organization level (AGL-2634)\n *\n * Mounted with no site beneath the org hub's mount, the card totals the\n * organization: the reads carry no scope clause — the rules admit an\n * org-wide member to every row — and the lead figure is the same two\n * counts per site, over every site the mount lists, summed. Nothing is\n * read until that list has settled, for the reason nothing is read under\n * a site until the org has. The org's dashboard has no widget slot yet, so\n * the mount is a capability rather than a page; what it needs from the\n * shell is a slot and the hub's `basePath`.\n */\nexport function CrmGlanceCard(props: CrmGlanceCardProps) {\n  const { hostId, basePath } = props\n  const mount = useCrmOrgMount()\n  const consoleRoute = useConsoleHostRoute(hostId)\n  const { org, ready: planReady } = useOrgPlan(hostId ?? undefined)\n  const { scope } = useOrgDataScope(hostId ? { hostId } : { orgId: mount?.orgId })\n  const firestore = useFirestore()\n  // Under a site, the site's group's tokens once the org has settled; at\n  // the org level `null` — no clause — once the site list has.\n  const tokens = useMemo(() => {\n    if (!hostId) return null\n    if (!planReady) return undefined\n    const group = Aglyn.consentGroupForHost(org ?? null, hostId)\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...group.hostIds.map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, planReady, hostId])\n  const leadSites = useMemo(\n    () =>\n      hostId\n        ? [hostId]\n        : mount?.hostsReady\n          ? mount.hosts.map((host) => host.id)\n          : null,\n    [hostId, mount],\n  )\n  const leadSitesKey = leadSites?.join('\\n') ?? ''\n  // Anchored once per mount so the queries are stable across renders.\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const figures = useAggregateRead<GlanceFigures>(() => {\n    if (!scope || tokens === undefined || !leadSites) return null\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const deals = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.deals)\n    const tasks = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks)\n    const day = Aglyn.localDayBounds(nowMs)\n    const countOf = (target: ReturnType<typeof query>) =>\n      getCountFromServer(target).then((snapshot) => snapshot.data().count)\n    return Promise.all([\n      countOf(query(contacts, ...visibleToClause(tokens))),\n      countOf(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(nowMs - WEEK_MS)),\n        ),\n      ),\n      getAggregateFromServer(\n        query(deals, ...visibleToClause(tokens), where('status', '==', 'open')),\n        { amountCents: sum('amountCents') },\n      ).then((snapshot) => Number(snapshot.data().amountCents ?? 0)),\n      // Due today OR overdue: everything open that is due before the day ends.\n      countOf(\n        query(\n          tasks,\n          ...visibleToClause(tokens),\n          where('status', '==', 'open'),\n          where('dueAtMs', '<', day.end),\n        ),\n      ),\n      openLeadsAcrossSites(firestore, leadSites),\n    ]).then(([contacts, newThisWeek, pipelineCents, tasksDue, leadsToWork]) => ({\n      contacts,\n      newThisWeek,\n      pipelineCents,\n      tasksDue,\n      leadsToWork,\n    }))\n  }, [firestore, scope, tokens, nowMs, leadSitesKey])\n\n  const routes = useMemo(\n    () =>\n      hostId\n        ? consoleRoute.base\n          ? crmRoutes(`${consoleRoute.base}/crm`)\n          : null\n        : basePath\n          ? crmRoutes(basePath)\n          : null,\n    [hostId, consoleRoute.base, basePath],\n  )\n  const hubHref = hostId\n    ? consoleRoute.base\n      ? `${consoleRoute.base}/crm`\n      : undefined\n    : basePath\n  const value = figures.value\n\n  return (\n    <CardDisplay\n      header={'CRM at a glance'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#crm-at-a-glance',\n        excerpt:\n          'Contacts, new contacts this week, the value of every open deal, ' +\n          'the tasks due today or overdue, and the leads still to work — ' +\n          'each counted on the server and each a link into the CRM.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            component={AppLink as any}\n            {...({ componentVariant: 'naked', nativeButton: false } as any)}\n            href={hubHref}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open CRM'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Contacts'}\n            value={value ? value.contacts.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'New this week'}\n            value={value ? value.newThisWeek.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Open pipeline'}\n            value={value ? money(value.pipelineCents, 'usd') : null}\n            href={routes?.section('deals')}\n          />\n          <ReportStatTile\n            label={'Tasks due'}\n            value={value ? value.tasksDue.toLocaleString() : null}\n            note={'today or overdue'}\n            color={value?.tasksDue ? 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Open the CRM for the full picture.'}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nCrmGlanceCard.displayName = 'CrmGlanceCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-glance-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 { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport {\n  getAggregateFromServer,\n  getCountFromServer,\n  query,\n  sum,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport {\n  useConsoleHostRoute,\n  useFirestore,\n  useOrgDataScope,\n  useOrgPlan,\n} from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmRoutes } from '../model/crm-routes'\nimport { openLeadsForScope } from './reports/lead-counts'\nimport { scopedCollection, visibleToClause } from './reports/report-scope'\nimport { ReportStatTile } from './reports/report-stat-tile'\nimport { useAggregateRead } from './reports/use-aggregate-read'\n\nconst WEEK_MS = 7 * 24 * 60 * 60 * 1000\n\ninterface GlanceFigures {\n  contacts: number\n  newThisWeek: number\n  pipelineCents: number\n  tasksDue: number\n  /** Open leads — new or being worked — on this site, or across the org's sites. */\n  leadsToWork: number\n}\n\nexport interface CrmGlanceCardProps {\n  /**\n   * The site the card is on the dashboard of, or `null` beneath the org\n   * hub's mount (AGL-2634), where the figures total every site: the\n   * org-wide reads carry no scope clause, and the lead figure fans out\n   * over the mount's site list.\n   */\n  hostId: string | null\n  /** The org hub's own path, for the links when there is no site to derive them from. */\n  basePath?: string\n}\n\n/**\n * CRM at a glance (AGL-2604): a `hostDashboard` widget with five numbers —\n * contacts, new this week, open pipeline value, tasks due today or overdue,\n * and leads still to work (AGL-2624) — each a link into the section that\n * explains it.\n *\n * Server aggregates and nothing else: a dashboard card mounts on every\n * visit to the site's front page, so it is the one surface on which a\n * bounded read of a thousand rows would be a cost paid for nothing. Each\n * number is a count or a sum the server takes over the same `visibleTo`\n * predicate the hub's sections query with, so the card never shows a figure\n * the section behind the link would not.\n *\n * The lead figure is two counts and a subtraction — every lead on the site,\n * less the closed ones — because a lead nobody has touched carries no status\n * field and Firestore cannot select on a field's absence; see\n * `openLeadsFromCounts`. Leads are host-scoped by path rather than by\n * `visibleTo`, so those two counts run on `hosts/{hostId}/leads` under the\n * site's own rules, the way the Leads section reads it.\n *\n * The widget is handed a host doc id and nothing else, so the org — needed\n * for the consent group whose tokens scope the reads — comes from\n * `useOrgPlan`, and the link base from `useConsoleHostRoute`, the way the\n * commerce glance card builds its store link. Nothing is read until the org\n * has settled: a first round of aggregates against the solo group, replaced\n * by a second against the real one, would be two reads for one answer.\n *\n * ## The organization level (AGL-2634)\n *\n * Mounted with no site beneath the org hub's mount, the card totals the\n * organization: the reads carry no scope clause — the rules admit an\n * org-wide member to every row — and the lead figure is the same two\n * counts per site, over every site the mount lists, summed. Nothing is\n * read until that list has settled, for the reason nothing is read under\n * a site until the org has. The org's dashboard has no widget slot yet, so\n * the mount is a capability rather than a page; what it needs from the\n * shell is a slot and the hub's `basePath`.\n */\nexport function CrmGlanceCard(props: CrmGlanceCardProps) {\n  const { hostId, basePath } = props\n  const mount = useCrmOrgMount()\n  const consoleRoute = useConsoleHostRoute(hostId)\n  const { org, ready: planReady } = useOrgPlan(hostId ?? undefined)\n  const { scope } = useOrgDataScope(hostId ? { hostId } : { orgId: mount?.orgId })\n  const firestore = useFirestore()\n  // Under a site, the site's group's tokens once the org has settled; at\n  // the org level `null` — no clause — once the site list has.\n  const tokens = useMemo(() => {\n    if (!hostId) return null\n    if (!planReady) return undefined\n    const group = Aglyn.consentGroupForHost(org ?? null, hostId)\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...group.hostIds.map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, planReady, hostId])\n  const leadSites = useMemo(\n    () =>\n      hostId\n        ? [hostId]\n        : mount?.hostsReady\n          ? mount.hosts.map((host) => host.id)\n          : null,\n    [hostId, mount],\n  )\n  const leadSitesKey = leadSites?.join('\\n') ?? ''\n  // Anchored once per mount so the queries are stable across renders.\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const figures = useAggregateRead<GlanceFigures>(() => {\n    if (!scope || tokens === undefined || !leadSites) return null\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const deals = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.deals)\n    const tasks = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks)\n    const day = Aglyn.localDayBounds(nowMs)\n    const countOf = (target: ReturnType<typeof query>) =>\n      getCountFromServer(target).then((snapshot) => snapshot.data().count)\n    return Promise.all([\n      countOf(query(contacts, ...visibleToClause(tokens))),\n      countOf(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(nowMs - WEEK_MS)),\n        ),\n      ),\n      getAggregateFromServer(\n        query(deals, ...visibleToClause(tokens), where('status', '==', 'open')),\n        { amountCents: sum('amountCents') },\n      ).then((snapshot) => Number(snapshot.data().amountCents ?? 0)),\n      // Due today OR overdue: everything open that is due before the day ends.\n      countOf(\n        query(\n          tasks,\n          ...visibleToClause(tokens),\n          where('status', '==', 'open'),\n          where('dueAtMs', '<', day.end),\n        ),\n      ),\n      // One scoped count over the org collection (AGL-3275) — see the\n      // function's note on why summing per site would double-count.\n      openLeadsForScope(firestore, scope[1], tokens),\n    ]).then(([contacts, newThisWeek, pipelineCents, tasksDue, leadsToWork]) => ({\n      contacts,\n      newThisWeek,\n      pipelineCents,\n      tasksDue,\n      leadsToWork,\n    }))\n  }, [firestore, scope, tokens, nowMs, leadSitesKey])\n\n  const routes = useMemo(\n    () =>\n      hostId\n        ? consoleRoute.base\n          ? crmRoutes(`${consoleRoute.base}/crm`)\n          : null\n        : basePath\n          ? crmRoutes(basePath)\n          : null,\n    [hostId, consoleRoute.base, basePath],\n  )\n  const hubHref = hostId\n    ? consoleRoute.base\n      ? `${consoleRoute.base}/crm`\n      : undefined\n    : basePath\n  const value = figures.value\n\n  return (\n    <CardDisplay\n      header={'CRM at a glance'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#crm-at-a-glance',\n        excerpt:\n          'Contacts, new contacts this week, the value of every open deal, ' +\n          'the tasks due today or overdue, and the leads still to work — ' +\n          'each counted on the server and each a link into the CRM.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            component={AppLink as any}\n            {...({ componentVariant: 'naked', nativeButton: false } as any)}\n            href={hubHref}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open CRM'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Contacts'}\n            value={value ? value.contacts.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'New this week'}\n            value={value ? value.newThisWeek.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Open pipeline'}\n            value={value ? money(value.pipelineCents, 'usd') : null}\n            href={routes?.section('deals')}\n          />\n          <ReportStatTile\n            label={'Tasks due'}\n            value={value ? value.tasksDue.toLocaleString() : null}\n            note={'today or overdue'}\n            color={value?.tasksDue ? 'warning.main' : undefined}\n            href={routes?.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Leads to work'}\n            value={value ? value.leadsToWork.toLocaleString() : null}\n            note={hostId ? 'open on this site' : 'open across every site'}\n            href={routes?.section('leads')}\n          />\n        </Stack>\n        {figures.status === 'error' ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'The CRM figures could not be read. Open the CRM for the full picture.'}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nCrmGlanceCard.displayName = 'CrmGlanceCard'\n\nexport default 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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