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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/fields-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CONTACT_FIELD_TYPE_LABELS,\n  type ConsolePluginPageProps,\n  createResourceUid,\n  CRM_COLLECTIONS,\n  CRM_FIELD_OBJECT_LABELS,\n  CRM_FIELD_OBJECTS,\n  type CrmFieldObject,\n  isCrmFieldObject,\n  newResourceScopeFields,\n  ORG_SCOPE_TOKEN,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport {\n  mdiArchiveArrowUpOutline,\n  mdiArchiveOutline,\n  mdiArrowDown,\n  mdiArrowUp,\n  mdiDeleteOutline,\n  mdiPencilOutline,\n} from '@aglyn/shared-data-mdi'\nimport {\n  CardDisplay,\n  MdiIcon,\n  SrOnly,\n  useConfirmationContext,\n} from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  IconButton,\n  Stack,\n  Tab,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Tabs,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  deleteDoc,\n  doc,\n  setDoc,\n  updateDoc,\n  writeBatch,\n} from 'firebase/firestore'\nimport { useCallback, useState } from 'react'\nimport {\n  type ContactFieldDefinitionDoc,\n  useContactFieldDefinitions,\n} from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport ContactFieldDrawer, { type ContactFieldDraft } from './contact-field-drawer'\nimport { recomputeAllCrmNextActivity } from '../model/next-activity-api'\nimport { crmTaskCallScope } from '../model/task-routes'\n\nexport type ContactsFieldsSectionProps = Pick<ConsolePluginPageProps, 'hostId' | 'org'>\n\n/** What each tab says the fields are for, above its list. */\nconst OBJECT_INTRO: Record<CrmFieldObject, string> = {\n  contact:\n    'The custom fields on a contact — text, number, date, choice, ' +\n    'checkbox or link. They show on every contact, as columns on the ' +\n    'list, and a form field can save into one.',\n  company:\n    'The custom fields on a company. They show on every company’s page ' +\n    'and its edit form, as columns on the companies list, and a CSV ' +\n    'import can fill them.',\n  deal:\n    'The custom fields on a deal. They show on every deal’s page and ' +\n    'its edit form, and as columns on the deals table.',\n}\n\n/** The noun each tab's empty state and captions use. */\nconst OBJECT_NOUN: Record<CrmFieldObject, string> = {\n  contact: 'contact',\n  company: 'company',\n  deal: 'deal',\n}\n\n/**\n * `/crm/fields` — the custom fields a holder keeps on a person (AGL-2601),\n * and since AGL-2661 on a company and a deal too, one tab each.\n *\n * Definitions live in `orgs/{orgId}/contactFields`, one document per field,\n * and the VALUES live under each contact facet's `custom` keyed by the\n * definition's `key`. That split decides everything this section does:\n *\n *  - A field is RETIRED, not deleted, while values may exist under it. A\n *    retired field leaves every form and every column, but an export can\n *    still read what was written, and a restore brings it back intact.\n *    Delete is offered only on a retired field, because retiring is the step\n *    where the author had to look at what they were losing.\n *  - The KEY never changes. It is the map key every value sits under; a\n *    rename is a new field and a retire.\n *  - Order is a stored `order` on each document, moved with the arrows here,\n *    and every reader sorts by it — the profile card, the columns, an export.\n *\n * ## What is NOT on this page\n *\n * How many contacts carry a value under each field. That count is a read of\n * every contact document in the org — the expensive-read shape this codebase\n * has a standing rule against — and it would be paid on every visit to a\n * settings page. The list says so rather than showing a number it cannot\n * afford to keep true.\n *\n * Definitions are ORG-WIDE (`visibleTo: ['org']`): a field is a fact about\n * how this business describes people, and every site in the org files\n * people into the same address book. `hostId` records which site defined it.\n */\nexport function ContactsFieldsSection(props: ContactsFieldsSectionProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  // The org root from the one scope hook (AGL-2614), which also answers at\n  // the organization level (AGL-2630). A definition is org-wide either way;\n  // the defining site it records is the mounted one, or the picked one, or\n  // none for a field defined over the whole org before any pick.\n  const { scope, ready: scopeReady, createHostId } = useCrmScope({ hostId, org })\n  const orgId = scope?.[1] ?? null\n  /*\n   * ONE TAB PER OBJECT (AGL-2661). The list, the drawer and every write\n   * below are about the tab's object: the hook narrows the org's one\n   * definition list to it, a new field is stamped with it, and the drawer\n   * refuses a key only against the keys THIS object already uses — a\n   * company and a contact may both define `region`.\n   */\n  const [object, setObject] = useState<CrmFieldObject>('contact')\n  const { definitions, ready, fromCache } = useContactFieldDefinitions(orgId, object)\n  const noun = OBJECT_NOUN[object]\n\n  /*\n   * MAINTENANCE: recompute every record's next activity (AGL-2661). The\n   * figure is kept by every task write, so this is for the records written\n   * before it existed and for whatever a write that could not reach the\n   * route left behind. A console action rather than a script, because the\n   * person who notices a stale column is the person who should be able to\n   * fix it.\n   */\n  const { data: user } = useUser()\n  const [recomputing, setRecomputing] = useState(false)\n  const recomputeNextActivity = useCallback(async () => {\n    const callScope = crmTaskCallScope(hostId, orgId)\n    if (!callScope || recomputing) return\n    const confirmed = await confirm({\n      title: 'Recompute next activity?',\n      description:\n        'Every contact, company and deal in this organization gets its ' +\n        '\"Next activity\" recomputed from its open tasks. Safe to run any time; ' +\n        'it only rewrites a figure the task list already implies.',\n      confirmationText: 'Recompute',\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    setRecomputing(true)\n    try {\n      const result = await recomputeAllCrmNextActivity(user, callScope)\n      enqueueSnackbar(\n        `Next activity recomputed: ${result.records.toLocaleString()} record${result.records === 1 ? '' : 's'} ` +\n          `from ${(result.tasks ?? 0).toLocaleString()} open task${result.tasks === 1 ? '' : 's'}` +\n          (result.truncated\n            ? ' — the first batch of open tasks only; nothing stale was cleared'\n            : ''),\n        { variant: 'success' },\n      )\n    } catch (cause) {\n      enqueueSnackbar(\n        cause instanceof Error ? cause.message : 'The next activity could not be recomputed.',\n        { variant: 'warning' },\n      )\n    } finally {\n      setRecomputing(false)\n    }\n  }, [hostId, orgId, recomputing, confirm, user, enqueueSnackbar])\n\n  const [drawerOpen, setDrawerOpen] = useState(false)\n  const [editing, setEditing] = useState<ContactFieldDefinitionDoc | null>(null)\n  const [busyId, setBusyId] = useState('')\n\n  const fieldRef = useCallback(\n    (id: string) => {\n      if (!scope) throw new Error('a contact field needs an organization')\n      return doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.contactFields, id)\n    },\n    [firestore, scope],\n  )\n\n  const openCreate = useCallback(() => {\n    setEditing(null)\n    setDrawerOpen(true)\n  }, [])\n  const openEdit = useCallback((definition: ContactFieldDefinitionDoc) => {\n    setEditing(definition)\n    setDrawerOpen(true)\n  }, [])\n\n  /**\n   * Create, or save the editable half of an existing field.\n   *\n   * On create the document carries everything a reader expects: the key,\n   * an `order` past every existing one so it lands last, an explicit\n   * `retiredAt: null` so a `where('retiredAt', '==', null)` can find it, the\n   * defining site, and the org-wide scope stamp the rules require. On edit\n   * only the label, the choices and the required flag move — the key and\n   * the type are the drawer's disabled inputs, and this writer does not\n   * take them either.\n   */\n  const handleSubmit = useCallback(\n    async (draft: ContactFieldDraft) => {\n      if (!scope) return\n      const now = new Date()\n      if (editing) {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'field', fromCache },\n          async () => {\n            await updateDoc(fieldRef(editing.$id), {\n              label: draft.label,\n              ...(editing.type === 'select' ? { options: draft.options } : {}),\n              required: draft.required,\n              updatedAt: now,\n            })\n          },\n        )\n        if (!verdict.ok) {\n          return void enqueueSnackbar(verdict.message, {\n            variant: 'warning',\n            persist: false,\n          })\n        }\n        enqueueSnackbar('Field saved', { variant: 'success', persist: false })\n      } else {\n        const order =\n          definitions.reduce(\n            (highest, definition) => Math.max(highest, Number(definition.order) || 0),\n            -1,\n          ) + 1\n        await setDoc(\n          doc(\n            collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.contactFields),\n            createResourceUid(),\n          ),\n          {\n            key: draft.key,\n            label: draft.label,\n            type: draft.type,\n            ...(draft.type === 'select' ? { options: draft.options } : {}),\n            required: draft.required,\n            order,\n            retiredAt: null,\n            // Which record the field describes — the tab it was made on.\n            object,\n            hostId: createHostId,\n            ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n            createdAt: now,\n            updatedAt: now,\n          },\n        )\n        enqueueSnackbar(`Field \"${draft.label}\" added`, {\n          variant: 'success',\n          persist: false,\n        })\n      }\n      setDrawerOpen(false)\n      setEditing(null)\n    },\n    [scope, editing, fromCache, fieldRef, enqueueSnackbar, definitions, firestore, createHostId, object],\n  )\n\n  /**\n   * Move a field one place up or down.\n   *\n   * Writes `order` as the POSITION for every row whose stored order is not\n   * already its position, in one batch. Swapping two numbers would be enough\n   * on a list whose orders are already distinct, and wrong on one where they\n   * are not — every field created before this section existed carries the\n   * same `order`, and a swap of two equal numbers moves nothing. Renumbering\n   * what is out of place makes the first move on such a list also the one\n   * that normalizes it, at the cost of a batch that is at most the list.\n   */\n  const move = useCallback(\n    async (definition: ContactFieldDefinitionDoc, direction: -1 | 1) => {\n      if (!scope || busyId) return\n      const index = definitions.findIndex((entry) => entry.$id === definition.$id)\n      const target = index + direction\n      if (index < 0 || target < 0 || target >= definitions.length) return\n      const next = [...definitions]\n      next[index] = definitions[target]\n      next[target] = definitions[index]\n      setBusyId(definition.$id)\n      try {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'field order', fromCache },\n          async () => {\n            const batch = writeBatch(firestore)\n            const now = new Date()\n            next.forEach((entry, position) => {\n              if (entry.order === position) return\n              batch.update(fieldRef(entry.$id), { order: position, updatedAt: now })\n            })\n            await batch.commit()\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n        }\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, definitions, fromCache, firestore, fieldRef, enqueueSnackbar],\n  )\n\n  /**\n   * Retire a field, or bring one back.\n   *\n   * Retiring is asked about because it takes a control off every contact\n   * form and a column off the list; restoring is not, because it puts a\n   * choice back and is undone by retiring again. Neither touches a value.\n   */\n  const toggleRetired = useCallback(\n    async (definition: ContactFieldDefinitionDoc) => {\n      if (!scope || busyId) return\n      if (!definition.retiredAt) {\n        const accepted = await confirm({\n          title: `Retire “${definition.label}”?`,\n          description:\n            `It leaves every ${noun} form, column and form-field mapping. ` +\n            'Values already saved under it are kept and still export, and ' +\n            'you can restore the field at any time.',\n          confirmationText: 'Retire',\n        })\n          // `confirm` resolves with no value and REJECTS on cancel, so gating\n          // on the resolved value alone would always fall through.\n          .then(() => true)\n          .catch(() => false)\n        if (!accepted) return\n      }\n      setBusyId(definition.$id)\n      try {\n        await updateDoc(fieldRef(definition.$id), {\n          retiredAt: definition.retiredAt ? null : Date.now(),\n          updatedAt: new Date(),\n        })\n        enqueueSnackbar(definition.retiredAt ? 'Field restored' : 'Field retired', {\n          variant: 'success',\n          persist: false,\n        })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, confirm, fieldRef, enqueueSnackbar, noun],\n  )\n\n  /**\n   * Delete a RETIRED field's definition.\n   *\n   * The values under its key are not touched — they sit on contact documents\n   * this page does not read — so what is destroyed is the ability to show\n   * them anywhere. The dialog says exactly that, and the key stays taken for\n   * as long as the list can see it, which after this write it cannot; a new\n   * field with the same key would read the orphaned values back as its own.\n   */\n  const handleDelete = useCallback(\n    async (definition: ContactFieldDefinitionDoc) => {\n      if (!scope || busyId || !definition.retiredAt) return\n      const accepted = await confirm({\n        title: `Delete “${definition.label}”?`,\n        description:\n          'The definition is removed for good. Values saved under its key ' +\n          `(${definition.key}) stay on the ${noun}s that carry them but ` +\n          'nothing will show them again — and a new field created with the ' +\n          'same key would read them as its own.',\n        confirmationText: 'Delete field',\n        confirmationButtonProps: { color: 'error' },\n      })\n        .then(() => true)\n        .catch(() => false)\n      if (!accepted) return\n      setBusyId(definition.$id)\n      try {\n        await deleteDoc(fieldRef(definition.$id))\n        enqueueSnackbar('Field deleted', { variant: 'success', persist: false })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, confirm, fieldRef, enqueueSnackbar, noun],\n  )\n\n  const rowActions = (definition: ContactFieldDefinitionDoc): RowActionsMenuItem[] => [\n    {\n      key: 'edit',\n      label: 'Edit field',\n      icon: <MdiIcon path={mdiPencilOutline.path} size={0.8} />,\n      onClick: () => openEdit(definition),\n    },\n    {\n      key: 'retire',\n      label: definition.retiredAt ? 'Restore' : 'Retire',\n      icon: (\n        <MdiIcon\n          path={definition.retiredAt ? mdiArchiveArrowUpOutline.path : mdiArchiveOutline.path}\n          size={0.8}\n        />\n      ),\n      destructive: !definition.retiredAt,\n      disabled: Boolean(busyId),\n      disabledReason: busyId ? 'Another field is being saved' : undefined,\n      onClick: () => void toggleRetired(definition),\n    },\n    ...(definition.retiredAt\n      ? [\n          {\n            key: 'delete',\n            label: 'Delete',\n            icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n            destructive: true,\n            disabled: Boolean(busyId),\n            disabledReason: busyId ? 'Another field is being saved' : undefined,\n            onClick: () => void handleDelete(definition),\n          } satisfies RowActionsMenuItem,\n        ]\n      : []),\n  ]\n\n  return (\n    <CardDisplay\n      header={'Fields'}\n      help={pluginDocsHelp('contactFields', { anchor: '#define-a-field' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        action: scope ? (\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            <Button size=\"small\" onClick={() => void recomputeNextActivity()} disabled={recomputing}>\n              {recomputing ? 'Recomputing…' : 'Recompute next activity'}\n            </Button>\n            <Button variant=\"contained\" onClick={openCreate}>\n              {'New field'}\n            </Button>\n          </Stack>\n        ) : null,\n      }}\n    >\n      <Stack spacing={2}>\n        <Tabs\n          value={object}\n          onChange={(_event, next) => {\n            if (isCrmFieldObject(next)) setObject(next)\n          }}\n          aria-label=\"Fields by record\"\n        >\n          {CRM_FIELD_OBJECTS.map((entry) => (\n            <Tab key={entry} value={entry} label={CRM_FIELD_OBJECT_LABELS[entry]} />\n          ))}\n        </Tabs>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {`${OBJECT_INTRO[object]} Fields are shared across every site in this ` +\n            'organization, like the records themselves.'}\n        </Typography>\n        {scopeReady && !scope ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {`This site has no organization, so it has no ${noun} fields.`}\n          </Typography>\n        ) : !ready ? null : definitions.length === 0 ? (\n          <EmptyStateComponent\n            label={`No custom ${noun} fields yet`}\n            description={`A field you define here is kept on every ${noun} and shows on its page.`}\n            action={\n              scope ? (\n                <Button variant=\"contained\" onClick={openCreate}>\n                  {'New field'}\n                </Button>\n              ) : undefined\n            }\n          />\n        ) : (\n          <ScrollTable size=\"small\">\n            <TableHead>\n              <TableRow>\n                <TableCell sx={{ width: 96 }}>{'Order'}</TableCell>\n                <TableCell>{'Field'}</TableCell>\n                <TableCell>{'Key'}</TableCell>\n                <TableCell>{'Type'}</TableCell>\n                <TableCell>{'Required'}</TableCell>\n                <TableCell align=\"right\" />\n              </TableRow>\n            </TableHead>\n            <TableBody>\n              {definitions.map((definition, index) => (\n                <TableRow\n                  key={definition.$id}\n                  hover\n                  sx={definition.retiredAt ? { opacity: 0.6 } : undefined}\n                >\n                  <TableCell>\n                    <Stack direction=\"row\" spacing={0}>\n                      <IconButton\n                        size=\"small\"\n                        disabled={index === 0 || Boolean(busyId)}\n                        onClick={() => void move(definition, -1)}\n                      >\n                        <MdiIcon path={mdiArrowUp.path} size={0.7} />\n                        <SrOnly>{`Move ${definition.label} up`}</SrOnly>\n                      </IconButton>\n                      <IconButton\n                        size=\"small\"\n                        disabled={index === definitions.length - 1 || Boolean(busyId)}\n                        onClick={() => void move(definition, 1)}\n                      >\n                        <MdiIcon path={mdiArrowDown.path} size={0.7} />\n                        <SrOnly>{`Move ${definition.label} down`}</SrOnly>\n                      </IconButton>\n                    </Stack>\n                  </TableCell>\n                  <TableCell>\n                    <Stack\n                      direction=\"row\"\n                      spacing={1}\n                      sx={{ flexWrap: 'wrap', alignItems: 'center' }}\n                    >\n                      <Typography variant=\"body2\">{definition.label}</Typography>\n                      {definition.retiredAt ? (\n                        <Chip size=\"small\" variant=\"outlined\" color=\"warning\" label=\"Retired\" />\n                      ) : null}\n                    </Stack>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\" color=\"text.secondary\" sx={{ fontFamily: 'monospace' }}>\n                      {definition.key}\n                    </Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\">\n                      {CONTACT_FIELD_TYPE_LABELS[definition.type] ?? definition.type}\n                      {definition.type === 'select' && definition.options?.length\n                        ? ` · ${definition.options.length} choices`\n                        : ''}\n                    </Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\" color=\"text.secondary\">\n                      {definition.required ? 'Yes' : '—'}\n                    </Typography>\n                  </TableCell>\n                  <TableCell align=\"right\" sx={{ width: 56 }}>\n                    <RowActionsMenu label={definition.label} items={rowActions(definition)} />\n                  </TableCell>\n                </TableRow>\n              ))}\n            </TableBody>\n          </ScrollTable>\n        )}\n        {definitions.length ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`How many ${noun}s carry a value under each field is not ` +\n              `counted — that would read every ${noun} in the organization ` +\n              'each time this page opened.'}\n          </Typography>\n        ) : null}\n      </Stack>\n      <ContactFieldDrawer\n        open={drawerOpen}\n        onClose={() => setDrawerOpen(false)}\n        definition={editing}\n        object={object}\n        takenKeys={definitions.map((definition) => definition.key)}\n        onSubmit={handleSubmit}\n      />\n    </CardDisplay>\n  )\n}\nContactsFieldsSection.displayName = 'ContactsFieldsSection'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/fields-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CONTACT_FIELD_TYPE_LABELS,\n  type ConsolePluginPageProps,\n  createResourceUid,\n  CRM_COLLECTIONS,\n  CRM_FIELD_OBJECT_LABELS,\n  CRM_FIELD_OBJECTS,\n  type CrmFieldObject,\n  isCrmFieldObject,\n  newResourceScopeFields,\n  ORG_SCOPE_TOKEN,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport {\n  mdiArchiveArrowUpOutline,\n  mdiArchiveOutline,\n  mdiArrowDown,\n  mdiArrowUp,\n  mdiDeleteOutline,\n  mdiPencilOutline,\n} from '@aglyn/shared-data-mdi'\nimport {\n  CardDisplay,\n  MdiIcon,\n  SrOnly,\n  useConfirmationContext,\n} from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  IconButton,\n  Stack,\n  Tab,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Tabs,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  deleteDoc,\n  doc,\n  setDoc,\n  updateDoc,\n  writeBatch,\n} from 'firebase/firestore'\nimport { useCallback, useState } from 'react'\nimport {\n  type ContactFieldDefinitionDoc,\n  useContactFieldDefinitions,\n} from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport ContactFieldDrawer, { type ContactFieldDraft } from './contact-field-drawer'\nimport { recomputeAllCrmNextActivity } from '../model/next-activity-api'\nimport { crmTaskCallScope } from '../model/task-routes'\n\nexport type ContactsFieldsSectionProps = Pick<ConsolePluginPageProps, 'hostId' | 'org'>\n\n/** What each tab says the fields are for, above its list. */\nconst OBJECT_INTRO: Record<CrmFieldObject, string> = {\n  contact:\n    'The custom fields on a contact — text, number, date, choice, ' +\n    'checkbox or link. They show on every contact, as columns on the ' +\n    'list, and a form field can save into one.',\n  company:\n    'The custom fields on a company. They show on every company’s page ' +\n    'and its edit form, as columns on the companies list, and a CSV ' +\n    'import can fill them.',\n  deal:\n    'The custom fields on a deal. They show on every deal’s page and ' +\n    'its edit form, and as columns on the deals table.',\n  lead:\n    'The custom fields on a lead. They show on every lead’s page and the ' +\n    'New lead drawer, and as columns on the leads list. They stay on the ' +\n    'lead when it converts — a contact’s fields are its own.',\n}\n\n/** The noun each tab's empty state and captions use. */\nconst OBJECT_NOUN: Record<CrmFieldObject, string> = {\n  contact: 'contact',\n  company: 'company',\n  deal: 'deal',\n  lead: 'lead',\n}\n\n/**\n * `/crm/fields` — the custom fields a holder keeps on a person (AGL-2601),\n * since AGL-2661 on a company and a deal too, and since AGL-3272 on a lead:\n * one tab each, and every CRM record describable in the org's own words.\n *\n * Definitions live in `orgs/{orgId}/contactFields`, one document per field,\n * and the VALUES live under each contact facet's `custom` keyed by the\n * definition's `key`. That split decides everything this section does:\n *\n *  - A field is RETIRED, not deleted, while values may exist under it. A\n *    retired field leaves every form and every column, but an export can\n *    still read what was written, and a restore brings it back intact.\n *    Delete is offered only on a retired field, because retiring is the step\n *    where the author had to look at what they were losing.\n *  - The KEY never changes. It is the map key every value sits under; a\n *    rename is a new field and a retire.\n *  - Order is a stored `order` on each document, moved with the arrows here,\n *    and every reader sorts by it — the profile card, the columns, an export.\n *\n * ## What is NOT on this page\n *\n * How many contacts carry a value under each field. That count is a read of\n * every contact document in the org — the expensive-read shape this codebase\n * has a standing rule against — and it would be paid on every visit to a\n * settings page. The list says so rather than showing a number it cannot\n * afford to keep true.\n *\n * Definitions are ORG-WIDE (`visibleTo: ['org']`): a field is a fact about\n * how this business describes people, and every site in the org files\n * people into the same address book. `hostId` records which site defined it.\n */\nexport function ContactsFieldsSection(props: ContactsFieldsSectionProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  // The org root from the one scope hook (AGL-2614), which also answers at\n  // the organization level (AGL-2630). A definition is org-wide either way;\n  // the defining site it records is the mounted one, or the picked one, or\n  // none for a field defined over the whole org before any pick.\n  const { scope, ready: scopeReady, createHostId } = useCrmScope({ hostId, org })\n  const orgId = scope?.[1] ?? null\n  /*\n   * ONE TAB PER OBJECT (AGL-2661). The list, the drawer and every write\n   * below are about the tab's object: the hook narrows the org's one\n   * definition list to it, a new field is stamped with it, and the drawer\n   * refuses a key only against the keys THIS object already uses — a\n   * company and a contact may both define `region`.\n   */\n  const [object, setObject] = useState<CrmFieldObject>('contact')\n  const { definitions, ready, fromCache } = useContactFieldDefinitions(orgId, object)\n  const noun = OBJECT_NOUN[object]\n\n  /*\n   * MAINTENANCE: recompute every record's next activity (AGL-2661). The\n   * figure is kept by every task write, so this is for the records written\n   * before it existed and for whatever a write that could not reach the\n   * route left behind. A console action rather than a script, because the\n   * person who notices a stale column is the person who should be able to\n   * fix it.\n   */\n  const { data: user } = useUser()\n  const [recomputing, setRecomputing] = useState(false)\n  const recomputeNextActivity = useCallback(async () => {\n    const callScope = crmTaskCallScope(hostId, orgId)\n    if (!callScope || recomputing) return\n    const confirmed = await confirm({\n      title: 'Recompute next activity?',\n      description:\n        'Every contact, company and deal in this organization gets its ' +\n        '\"Next activity\" recomputed from its open tasks. Safe to run any time; ' +\n        'it only rewrites a figure the task list already implies.',\n      confirmationText: 'Recompute',\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    setRecomputing(true)\n    try {\n      const result = await recomputeAllCrmNextActivity(user, callScope)\n      enqueueSnackbar(\n        `Next activity recomputed: ${result.records.toLocaleString()} record${result.records === 1 ? '' : 's'} ` +\n          `from ${(result.tasks ?? 0).toLocaleString()} open task${result.tasks === 1 ? '' : 's'}` +\n          (result.truncated\n            ? ' — the first batch of open tasks only; nothing stale was cleared'\n            : ''),\n        { variant: 'success' },\n      )\n    } catch (cause) {\n      enqueueSnackbar(\n        cause instanceof Error ? cause.message : 'The next activity could not be recomputed.',\n        { variant: 'warning' },\n      )\n    } finally {\n      setRecomputing(false)\n    }\n  }, [hostId, orgId, recomputing, confirm, user, enqueueSnackbar])\n\n  const [drawerOpen, setDrawerOpen] = useState(false)\n  const [editing, setEditing] = useState<ContactFieldDefinitionDoc | null>(null)\n  const [busyId, setBusyId] = useState('')\n\n  const fieldRef = useCallback(\n    (id: string) => {\n      if (!scope) throw new Error('a contact field needs an organization')\n      return doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.contactFields, id)\n    },\n    [firestore, scope],\n  )\n\n  const openCreate = useCallback(() => {\n    setEditing(null)\n    setDrawerOpen(true)\n  }, [])\n  const openEdit = useCallback((definition: ContactFieldDefinitionDoc) => {\n    setEditing(definition)\n    setDrawerOpen(true)\n  }, [])\n\n  /**\n   * Create, or save the editable half of an existing field.\n   *\n   * On create the document carries everything a reader expects: the key,\n   * an `order` past every existing one so it lands last, an explicit\n   * `retiredAt: null` so a `where('retiredAt', '==', null)` can find it, the\n   * defining site, and the org-wide scope stamp the rules require. On edit\n   * only the label, the choices and the required flag move — the key and\n   * the type are the drawer's disabled inputs, and this writer does not\n   * take them either.\n   */\n  const handleSubmit = useCallback(\n    async (draft: ContactFieldDraft) => {\n      if (!scope) return\n      const now = new Date()\n      if (editing) {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'field', fromCache },\n          async () => {\n            await updateDoc(fieldRef(editing.$id), {\n              label: draft.label,\n              ...(editing.type === 'select' ? { options: draft.options } : {}),\n              required: draft.required,\n              updatedAt: now,\n            })\n          },\n        )\n        if (!verdict.ok) {\n          return void enqueueSnackbar(verdict.message, {\n            variant: 'warning',\n            persist: false,\n          })\n        }\n        enqueueSnackbar('Field saved', { variant: 'success', persist: false })\n      } else {\n        const order =\n          definitions.reduce(\n            (highest, definition) => Math.max(highest, Number(definition.order) || 0),\n            -1,\n          ) + 1\n        await setDoc(\n          doc(\n            collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.contactFields),\n            createResourceUid(),\n          ),\n          {\n            key: draft.key,\n            label: draft.label,\n            type: draft.type,\n            ...(draft.type === 'select' ? { options: draft.options } : {}),\n            required: draft.required,\n            order,\n            retiredAt: null,\n            // Which record the field describes — the tab it was made on.\n            object,\n            hostId: createHostId,\n            ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n            createdAt: now,\n            updatedAt: now,\n          },\n        )\n        enqueueSnackbar(`Field \"${draft.label}\" added`, {\n          variant: 'success',\n          persist: false,\n        })\n      }\n      setDrawerOpen(false)\n      setEditing(null)\n    },\n    [scope, editing, fromCache, fieldRef, enqueueSnackbar, definitions, firestore, createHostId, object],\n  )\n\n  /**\n   * Move a field one place up or down.\n   *\n   * Writes `order` as the POSITION for every row whose stored order is not\n   * already its position, in one batch. Swapping two numbers would be enough\n   * on a list whose orders are already distinct, and wrong on one where they\n   * are not — every field created before this section existed carries the\n   * same `order`, and a swap of two equal numbers moves nothing. Renumbering\n   * what is out of place makes the first move on such a list also the one\n   * that normalizes it, at the cost of a batch that is at most the list.\n   */\n  const move = useCallback(\n    async (definition: ContactFieldDefinitionDoc, direction: -1 | 1) => {\n      if (!scope || busyId) return\n      const index = definitions.findIndex((entry) => entry.$id === definition.$id)\n      const target = index + direction\n      if (index < 0 || target < 0 || target >= definitions.length) return\n      const next = [...definitions]\n      next[index] = definitions[target]\n      next[target] = definitions[index]\n      setBusyId(definition.$id)\n      try {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'field order', fromCache },\n          async () => {\n            const batch = writeBatch(firestore)\n            const now = new Date()\n            next.forEach((entry, position) => {\n              if (entry.order === position) return\n              batch.update(fieldRef(entry.$id), { order: position, updatedAt: now })\n            })\n            await batch.commit()\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n        }\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, definitions, fromCache, firestore, fieldRef, enqueueSnackbar],\n  )\n\n  /**\n   * Retire a field, or bring one back.\n   *\n   * Retiring is asked about because it takes a control off every contact\n   * form and a column off the list; restoring is not, because it puts a\n   * choice back and is undone by retiring again. Neither touches a value.\n   */\n  const toggleRetired = useCallback(\n    async (definition: ContactFieldDefinitionDoc) => {\n      if (!scope || busyId) return\n      if (!definition.retiredAt) {\n        const accepted = await confirm({\n          title: `Retire “${definition.label}”?`,\n          description:\n            `It leaves every ${noun} form, column and form-field mapping. ` +\n            'Values already saved under it are kept and still export, and ' +\n            'you can restore the field at any time.',\n          confirmationText: 'Retire',\n        })\n          // `confirm` resolves with no value and REJECTS on cancel, so gating\n          // on the resolved value alone would always fall through.\n          .then(() => true)\n          .catch(() => false)\n        if (!accepted) return\n      }\n      setBusyId(definition.$id)\n      try {\n        await updateDoc(fieldRef(definition.$id), {\n          retiredAt: definition.retiredAt ? null : Date.now(),\n          updatedAt: new Date(),\n        })\n        enqueueSnackbar(definition.retiredAt ? 'Field restored' : 'Field retired', {\n          variant: 'success',\n          persist: false,\n        })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, confirm, fieldRef, enqueueSnackbar, noun],\n  )\n\n  /**\n   * Delete a RETIRED field's definition.\n   *\n   * The values under its key are not touched — they sit on contact documents\n   * this page does not read — so what is destroyed is the ability to show\n   * them anywhere. The dialog says exactly that, and the key stays taken for\n   * as long as the list can see it, which after this write it cannot; a new\n   * field with the same key would read the orphaned values back as its own.\n   */\n  const handleDelete = useCallback(\n    async (definition: ContactFieldDefinitionDoc) => {\n      if (!scope || busyId || !definition.retiredAt) return\n      const accepted = await confirm({\n        title: `Delete “${definition.label}”?`,\n        description:\n          'The definition is removed for good. Values saved under its key ' +\n          `(${definition.key}) stay on the ${noun}s that carry them but ` +\n          'nothing will show them again — and a new field created with the ' +\n          'same key would read them as its own.',\n        confirmationText: 'Delete field',\n        confirmationButtonProps: { color: 'error' },\n      })\n        .then(() => true)\n        .catch(() => false)\n      if (!accepted) return\n      setBusyId(definition.$id)\n      try {\n        await deleteDoc(fieldRef(definition.$id))\n        enqueueSnackbar('Field deleted', { variant: 'success', persist: false })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, confirm, fieldRef, enqueueSnackbar, noun],\n  )\n\n  const rowActions = (definition: ContactFieldDefinitionDoc): RowActionsMenuItem[] => [\n    {\n      key: 'edit',\n      label: 'Edit field',\n      icon: <MdiIcon path={mdiPencilOutline.path} size={0.8} />,\n      onClick: () => openEdit(definition),\n    },\n    {\n      key: 'retire',\n      label: definition.retiredAt ? 'Restore' : 'Retire',\n      icon: (\n        <MdiIcon\n          path={definition.retiredAt ? mdiArchiveArrowUpOutline.path : mdiArchiveOutline.path}\n          size={0.8}\n        />\n      ),\n      destructive: !definition.retiredAt,\n      disabled: Boolean(busyId),\n      disabledReason: busyId ? 'Another field is being saved' : undefined,\n      onClick: () => void toggleRetired(definition),\n    },\n    ...(definition.retiredAt\n      ? [\n          {\n            key: 'delete',\n            label: 'Delete',\n            icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n            destructive: true,\n            disabled: Boolean(busyId),\n            disabledReason: busyId ? 'Another field is being saved' : undefined,\n            onClick: () => void handleDelete(definition),\n          } satisfies RowActionsMenuItem,\n        ]\n      : []),\n  ]\n\n  return (\n    <CardDisplay\n      header={'Fields'}\n      help={pluginDocsHelp('contactFields', { anchor: '#define-a-field' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        action: scope ? (\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            <Button size=\"small\" onClick={() => void recomputeNextActivity()} disabled={recomputing}>\n              {recomputing ? 'Recomputing…' : 'Recompute next activity'}\n            </Button>\n            <Button variant=\"contained\" onClick={openCreate}>\n              {'New field'}\n            </Button>\n          </Stack>\n        ) : null,\n      }}\n    >\n      <Stack spacing={2}>\n        <Tabs\n          value={object}\n          onChange={(_event, next) => {\n            if (isCrmFieldObject(next)) setObject(next)\n          }}\n          aria-label=\"Fields by record\"\n        >\n          {CRM_FIELD_OBJECTS.map((entry) => (\n            <Tab key={entry} value={entry} label={CRM_FIELD_OBJECT_LABELS[entry]} />\n          ))}\n        </Tabs>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {`${OBJECT_INTRO[object]} Fields are shared across every site in this ` +\n            'organization, like the records themselves.'}\n        </Typography>\n        {scopeReady && !scope ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {`This site has no organization, so it has no ${noun} fields.`}\n          </Typography>\n        ) : !ready ? null : definitions.length === 0 ? (\n          <EmptyStateComponent\n            label={`No custom ${noun} fields yet`}\n            description={`A field you define here is kept on every ${noun} and shows on its page.`}\n            action={\n              scope ? (\n                <Button variant=\"contained\" onClick={openCreate}>\n                  {'New field'}\n                </Button>\n              ) : undefined\n            }\n          />\n        ) : (\n          <ScrollTable size=\"small\">\n            <TableHead>\n              <TableRow>\n                <TableCell sx={{ width: 96 }}>{'Order'}</TableCell>\n                <TableCell>{'Field'}</TableCell>\n                <TableCell>{'Key'}</TableCell>\n                <TableCell>{'Type'}</TableCell>\n                <TableCell>{'Required'}</TableCell>\n                <TableCell align=\"right\" />\n              </TableRow>\n            </TableHead>\n            <TableBody>\n              {definitions.map((definition, index) => (\n                <TableRow\n                  key={definition.$id}\n                  hover\n                  sx={definition.retiredAt ? { opacity: 0.6 } : undefined}\n                >\n                  <TableCell>\n                    <Stack direction=\"row\" spacing={0}>\n                      <IconButton\n                        size=\"small\"\n                        disabled={index === 0 || Boolean(busyId)}\n                        onClick={() => void move(definition, -1)}\n                      >\n                        <MdiIcon path={mdiArrowUp.path} size={0.7} />\n                        <SrOnly>{`Move ${definition.label} up`}</SrOnly>\n                      </IconButton>\n                      <IconButton\n                        size=\"small\"\n                        disabled={index === definitions.length - 1 || Boolean(busyId)}\n                        onClick={() => void move(definition, 1)}\n                      >\n                        <MdiIcon path={mdiArrowDown.path} size={0.7} />\n                        <SrOnly>{`Move ${definition.label} down`}</SrOnly>\n                      </IconButton>\n                    </Stack>\n                  </TableCell>\n                  <TableCell>\n                    <Stack\n                      direction=\"row\"\n                      spacing={1}\n                      sx={{ flexWrap: 'wrap', alignItems: 'center' }}\n                    >\n                      <Typography variant=\"body2\">{definition.label}</Typography>\n                      {definition.retiredAt ? (\n                        <Chip size=\"small\" variant=\"outlined\" color=\"warning\" label=\"Retired\" />\n                      ) : null}\n                    </Stack>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\" color=\"text.secondary\" sx={{ fontFamily: 'monospace' }}>\n                      {definition.key}\n                    </Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\">\n                      {CONTACT_FIELD_TYPE_LABELS[definition.type] ?? definition.type}\n                      {definition.type === 'select' && definition.options?.length\n                        ? ` · ${definition.options.length} choices`\n                        : ''}\n                    </Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\" color=\"text.secondary\">\n                      {definition.required ? 'Yes' : '—'}\n                    </Typography>\n                  </TableCell>\n                  <TableCell align=\"right\" sx={{ width: 56 }}>\n                    <RowActionsMenu label={definition.label} items={rowActions(definition)} />\n                  </TableCell>\n                </TableRow>\n              ))}\n            </TableBody>\n          </ScrollTable>\n        )}\n        {definitions.length ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`How many ${noun}s carry a value under each field is not ` +\n              `counted — that would read every ${noun} in the organization ` +\n              'each time this page opened.'}\n          </Typography>\n        ) : null}\n      </Stack>\n      <ContactFieldDrawer\n        open={drawerOpen}\n        onClose={() => setDrawerOpen(false)}\n        definition={editing}\n        object={object}\n        takenKeys={definitions.map((definition) => definition.key)}\n        onSubmit={handleSubmit}\n      />\n    </CardDisplay>\n  )\n}\nContactsFieldsSection.displayName = 'ContactsFieldsSection'\n\nexport default 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package/src/lib/components/lead-campaigns-card.d.ts

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

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

@@ -0,0 +1,166 @@
+/**
+ * @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";
+import { useCrmScope } from "../hooks/use-crm-scope.js";
+/** 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;
+    // 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 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, 'orgs', orgId, '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'\nimport { useCrmScope } from '../hooks/use-crm-scope'\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  // 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 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, 'orgs', orgId, '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","useCrmScope","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","orgId","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;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AAEpD,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,OAAOvB,gBAAgBgB,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,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEO,KAAK,EAAE,GAAGxB,YAAY;QAAEkB;IAAO;IACvC,MAAMO,YAAYlC;IAClB,MAAM,EAAEmC,eAAe,EAAE,GAAGpC;IAC5B,MAAMqC,SAASxC,gBAAgBgB;IAC/B,MAAM,CAACyB,UAAUC,YAAY,GAAG9B,SAAmB4B;IACnD,MAAM,CAACG,OAAOC,SAAS,GAAGhC,SAAS;IACnC,MAAM,CAACiC,QAAQC,UAAU,GAAGlC,SAAS;IACrC,wEAAwE;IACxE,wEAAwE;IACxE,4DAA4D;IAC5D,MAAMmC,YAAYP,OAAOQ,IAAI,CAAC;IAC9BrC,UAAU;QACR,IAAI,CAACgC,OAAOD,YAAYF;IACxB,uDAAuD;IACzD,GAAG;QAACO;QAAWJ;KAAM;IAErB,MAAMM,YAAYpD,4BAA4B2C,QAAQC;IACtD,MAAMS,QAAQf,gBAAgB,CAAClB,QAAQkC,MAAM;IAE7C,MAAMC,OAAO;QACX,IAAIH,WAAW;QACfH,UAAU;QACV,MAAMO,OAAOvD,wBAAwB2C;QACrC,MAAMa,UAAU,MAAMjD,mBACpB;YAAEkD,SAAS;YAAQrB;YAAWsB,YAAYvB,eAAe;QAAQ,GACjE;YACE,MAAMvB,UAAUF,IAAI8B,WAAW,QAAQD,OAAO,SAASL,SAAS;gBAC9DyB,aAAaJ;gBACbK,WAAWjD;YACb;QACF;QAEFqC,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;QACrE1B,2BAAAA,QAAU;YACR2B,OAAOV,KAAK3B,MAAM,CAAC,CAACF,KAAO,CAACgB,OAAOwB,QAAQ,CAACxC;YAC5CyC,SAASzB,OAAOd,MAAM,CAAC,CAACF,KAAO,CAAC6B,KAAKW,QAAQ,CAACxC;QAChD;IACF;IAEA,qBACE,KAACtB;QACCgE,QAAQ;QACRC,MAAMpE,eAAe,YAAY;YAAEqE,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC/D;YAAMgE,SAAS;;8BACd,KAACtE;oBACCgB,SAASA;oBACTK,OAAOmB;oBACP+B,UAAU,CAACnB;wBACTX,YAAYW;wBACZT,SAAS;oBACX;oBACArB,OAAM;oBACNkD,YAAY3D;oBACZ4D,UAAU7B;oBACVK,OAAOA;oBACPyB,WAAU;;gBAEXzB,QAAQ,qBACP,KAAC3C;oBAAMqE,WAAU;8BACf,cAAA,KAACtE;wBACCuE,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;AACAhB,kBAAkBuD,WAAW,GAAG;AAEhC,eAAevD,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";
@@ -43,7 +45,7 @@ import { RecordActivityCard } from "./record-activity-card.js";
     const { id, hostId, org, basePath } = props;
     const firestore = useFirestore();
     const routes = crmRoutes(basePath);
-    const { data: lead, status, fromCache } = useFirestoreDoc(()=>doc(firestore, 'hosts', hostId, 'leads', id), [
+    const { data: lead, status, fromCache } = useFirestoreDoc(()=>doc(firestore, 'orgs', orgId, 'leads', id), [
         firestore,
         hostId,
         id
@@ -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, 'orgs', orgId, '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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