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

package/src/lib/components/leads-bulk-bar.js

@@ -28,7 +28,7 @@ import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
  *
  * ## A row names its own site
  *
- * A lead lives at `hosts/{hostId}/leads/{leadId}`, and at the organization
+ * A lead lives at `orgs/{orgId}/leads/{leadId}` (AGL-3275), and at the organization
  * level the selection spans sites, so the reference for a write is built
  * from the ROW rather than from a scope the bar was handed: the row knows
  * its site, the bar need not. Under a site every row names the same one.
@@ -40,12 +40,13 @@ import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
  * menu and the inline select do. A lead already closed is not unqualified
  * twice. A lead already at the asked status is skipped rather than rewritten
  * so "Nothing to change" means what it says.
- */ import { CRM_LEAD_STATUS_LABELS, crmLeadStatus, isCrmLeadOpen } from "@aglyn/aglyn";
+ */ import { CRM_LEAD_STATUS_LABELS, crmLeadStatus, isCrmLeadOpen, readCampaignIds } from "@aglyn/aglyn";
 import CampaignPicker from "@aglyn/shared-ui-email-campaigns/components/campaign-picker.component";
 import { useFirestore, useHostCampaigns } from "@aglyn/tenant-feature-instance";
 import { Button, MenuItem, TextField } from "@mui/material";
 import { arrayUnion, deleteField, doc, serverTimestamp } from "firebase/firestore";
 import { useCallback, useMemo, useState } from "react";
+import { useCampaignFilingLog } from "../hooks/use-campaign-filing-log.js";
 import { useCrmBulkApply } from "../hooks/use-crm-bulk-apply.js";
 import { downloadTextFile } from "../model/contacts-csv.js";
 import { crmBulkWriters, runCrmBulkWrites } from "../model/crm-bulk-writes.js";
@@ -101,6 +102,11 @@ function LeadsBulkBarBody(props) {
     const campaigns = useHostCampaigns(hostId != null ? hostId : undefined, {
         enabled: pending === 'campaign' && Boolean(hostId)
     });
+    const logFiling = useCampaignFilingLog({
+        orgId,
+        hostId,
+        org: props.org
+    });
     // The reference a write names is the row's own site and document.
     const writers = useMemo(()=>{
         const byId = new Map(rows.map((row)=>[
@@ -108,9 +114,14 @@ function LeadsBulkBarBody(props) {
                 row
             ]));
         return crmBulkWriters(firestore, (id)=>{
-            var _ref, _ref1;
+            var _ref;
             const row = byId.get(id);
-            return doc(firestore, 'hosts', (_ref = row == null ? void 0 : row.hostId) != null ? _ref : '', 'leads', (_ref1 = row == null ? void 0 : row.leadId) != null ? _ref1 : id);
+            // One org collection (AGL-3275): the row no longer names a site, and
+            // the bulk write addresses the same document at either level.
+            // `orgs//leads` is a path Firestore accepts the shape of and nothing
+            // owns, so an absent org refuses the write rather than composing one.
+            if (!orgId) throw new Error('[crm] a lead write needs an organization');
+            return doc(firestore, 'orgs', orgId, 'leads', (_ref = row == null ? void 0 : row.leadId) != null ? _ref : id);
         });
     }, [
         firestore,
@@ -168,10 +179,33 @@ function LeadsBulkBarBody(props) {
                     }
                 });
             }
-            await runPlan({
+            const outcome = await runPlan({
                 writes,
                 skipped
             }, (count)=>`Added ${countNoun(count, NOUN)} to ${campaignIds.length === 1 ? 'the campaign' : `${campaignIds.length} campaigns`}`);
+            // What landed is written on each lead's Activity (AGL-3274): one
+            // "Filed under" per campaign the lead was not already in, and none
+            // for a lead the store refused — the row's own document is the
+            // membership, and the entry only records the act.
+            const refused = new Set(outcome.refused.map((entry)=>entry.label));
+            const named = campaignIds.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 : ''
+                };
+            });
+            for (const lead of selectedRows){
+                if (refused.has(labelOf(lead))) continue;
+                const already = readCampaignIds(lead);
+                const filed = named.filter((campaign)=>!already.includes(campaign.id));
+                if (filed.length) await logFiling({
+                    leadId: lead.leadId
+                }, {
+                    filed
+                });
+            }
             return;
         }
         if (action === 'status') {
@@ -242,8 +276,10 @@ function LeadsBulkBarBody(props) {
         pending,
         value,
         campaignIds,
+        campaigns.options,
         selectedRows,
-        runPlan
+        runPlan,
+        logFiling
     ]);
     const handleExport = useCallback(()=>{
         downloadTextFile('leads-selected.csv', 'text/csv', leadsCsv(selectedRows, csv));

package/src/lib/components/leads-bulk-bar.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/leads-bulk-bar.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\n/**\n * The bar over the Leads table, for whatever rows are ticked (AGL-2662).\n *\n * Hand them to an owner, set their status, unqualify them with one reason,\n * or take them into a spreadsheet. Every act here is a document write and\n * nothing more — a lead's status and owner are the team's own notes on a\n * capture, with no event and no notification behind them, which is why the\n * row's inline select writes them client-direct — so the whole bar goes\n * through the shared batched runner under the same rules.\n *\n * ## A row names its own site\n *\n * A lead lives at `hosts/{hostId}/leads/{leadId}`, and at the organization\n * level the selection spans sites, so the reference for a write is built\n * from the ROW rather than from a scope the bar was handed: the row knows\n * its site, the bar need not. Under a site every row names the same one.\n *\n * ## What is declined, by name\n *\n * A converted lead's status IS its conversion, stamped by the route, and\n * the bar leaves it alone under Set status and Unqualify the way the row\n * menu and the inline select do. A lead already closed is not unqualified\n * twice. A lead already at the asked status is skipped rather than rewritten\n * so \"Nothing to change\" means what it says.\n */\n\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  crmLeadStatus,\n  isCrmLeadOpen,\n} from '@aglyn/aglyn'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { useFirestore, useHostCampaigns } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField } from '@mui/material'\nimport { arrayUnion, deleteField, doc, serverTimestamp } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport {\n  type CrmBulkPlan,\n  type CrmBulkSkip,\n  type CrmBulkWrite,\n  crmBulkWriters,\n  runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport { type LeadCsvOptions, leadsCsv } from '../model/leads-csv'\nimport {\n  type CrmBulkNoun,\n  CrmBulkBarFrame,\n  CrmBulkValueDialog,\n  countNoun,\n} from './crm-bulk-bar-frame'\nimport CrmExportAllButton from './crm-export-all-button'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { UNQUALIFY_REASON_MAX } from './lead-unqualify-dialog'\n\n/**\n * One row of the Leads list as the bar needs it: the document's fields,\n * the grid's key, and which document under which site a write names.\n */\nexport type LeadBulkRow = Record<string, unknown> &\n  CrmLeadFields & { $id: string; leadId: string; hostId: string }\n\nexport interface LeadsBulkBarProps {\n  rows: readonly LeadBulkRow[]\n  selected: readonly string[]\n  onSelectedChange: (ids: string[]) => void\n  /** The section's roster — already read for the Owner column. */\n  roster: OrgMemberOptions\n  /** How the export names the owner and, at the org level, the site — the list's own. */\n  csv?: LeadCsvOptions\n  /** The organization these leads belong to; null while it is unresolved. */\n  orgId?: string | null\n  /**\n   * The site the list is read under, or `null` at the organization level\n   * where the complete export spans every site (AGL-2662).\n   */\n  hostId?: string | null\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'lead', plural: 'leads' }\n\ntype PendingAction = 'owner' | 'status' | 'unqualify' | 'campaign'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n  owner: 'Set the owner',\n  status: 'Set the status',\n  unqualify: 'Unqualify',\n  campaign: 'Add to campaign',\n}\n\n/** The statuses the bar can set — the open ones; closing goes through Unqualify. */\nconst SETTABLE_STATUSES: readonly CrmLeadStatus[] = ['new', 'working']\n\n/** The label a report lists a lead under — its name, else its address. */\nconst labelOf = (lead: LeadBulkRow): string =>\n  String(lead['name'] || lead['email'] || lead.leadId)\n\nexport function LeadsBulkBar(props: LeadsBulkBarProps) {\n  if (!props.selected.length) return null\n  return <LeadsBulkBarBody {...props} />\n}\nLeadsBulkBar.displayName = 'LeadsBulkBar'\n\nfunction LeadsBulkBarBody(props: LeadsBulkBarProps) {\n  const { rows, selected, onSelectedChange, roster, csv } = props\n  const orgId = props.orgId ?? null\n  const hostId = props.hostId ?? null\n  const firestore = useFirestore()\n  const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'lead' })\n\n  const selectedRows = useMemo(() => {\n    const chosen = new Set(selected)\n    return rows.filter((row) => chosen.has(row.$id))\n  }, [rows, selected])\n\n  const [pending, setPending] = useState<PendingAction | null>(null)\n  const [value, setValue] = useState('')\n  /*\n   * The campaigns to add the selection to (AGL-3254), and the site's\n   * containers the picker offers — read only while that dialog is open.\n   * Under a site alone: a campaign belongs to one site, and at the\n   * organization level a selection spans them.\n   */\n  const [campaignIds, setCampaignIds] = useState<string[]>([])\n  const campaigns = useHostCampaigns(hostId ?? undefined, {\n    enabled: pending === 'campaign' && Boolean(hostId),\n  })\n\n  // The reference a write names is the row's own site and document.\n  const writers = useMemo(() => {\n    const byId = new Map(rows.map((row) => [row.$id, row]))\n    return crmBulkWriters(firestore, (id) => {\n      const row = byId.get(id)\n      return doc(firestore, 'hosts', row?.hostId ?? '', 'leads', row?.leadId ?? id)\n    })\n  }, [firestore, rows])\n\n  const openAction = (action: PendingAction) => {\n    setValue('')\n    setCampaignIds([])\n    setPending(action)\n  }\n\n  const runPlan = useCallback(\n    (plan: CrmBulkPlan, done: (count: number) => string) =>\n      apply({\n        attempted: plan.writes.length,\n        skipped: plan.skipped,\n        job: () => runCrmBulkWrites(writers, plan.writes, (write) => write.label),\n        done,\n      }),\n    [apply, writers],\n  )\n\n  const handleApply = useCallback(async () => {\n    if (!pending) return\n    const action = pending\n    setPending(null)\n    const writes: CrmBulkWrite[] = []\n    const skipped: CrmBulkSkip[] = []\n    if (action === 'owner') {\n      for (const lead of selectedRows) {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: { ownerUid: value ? value : deleteField(), updatedAt: serverTimestamp() },\n        })\n      }\n      await runPlan(\n        { writes, skipped },\n        (count) => (value ? `Owner set on ${countNoun(count, NOUN)}` : `Owner cleared on ${countNoun(count, NOUN)}`),\n      )\n      return\n    }\n    if (action === 'campaign') {\n      // Added to what each lead carries — `arrayUnion`, the way a sequence's\n      // enroll and the import add one — never in place of it.\n      for (const lead of selectedRows) {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: { campaignIds: arrayUnion(...campaignIds), updatedAt: serverTimestamp() },\n        })\n      }\n      await runPlan(\n        { writes, skipped },\n        (count) =>\n          `Added ${countNoun(count, NOUN)} to ${campaignIds.length === 1 ? 'the campaign' : `${campaignIds.length} campaigns`}`,\n      )\n      return\n    }\n    if (action === 'status') {\n      const status = value as CrmLeadStatus\n      for (const lead of selectedRows) {\n        const current = crmLeadStatus(lead)\n        if (lead.convertedContactId) {\n          skipped.push({ label: labelOf(lead), reason: 'was converted' })\n        } else if (current === status) {\n          skipped.push({\n            label: labelOf(lead),\n            reason: `already ${CRM_LEAD_STATUS_LABELS[status]}`,\n          })\n        } else {\n          writes.push({\n            id: lead.$id,\n            label: labelOf(lead),\n            kind: 'update',\n            data: {\n              status,\n              // Reopening an unqualified lead clears its reason, as the row does.\n              ...(current === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n              updatedAt: serverTimestamp(),\n            },\n          })\n        }\n      }\n      await runPlan(\n        { writes, skipped },\n        (count) => `Status set on ${countNoun(count, NOUN)}`,\n      )\n      return\n    }\n    const reason = value.trim().slice(0, UNQUALIFY_REASON_MAX)\n    for (const lead of selectedRows) {\n      if (lead.convertedContactId) {\n        skipped.push({ label: labelOf(lead), reason: 'was converted' })\n      } else if (!isCrmLeadOpen(lead)) {\n        skipped.push({ label: labelOf(lead), reason: 'is already closed' })\n      } else {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: {\n            status: 'unqualified' satisfies CrmLeadStatus,\n            unqualifiedReason: reason,\n            updatedAt: serverTimestamp(),\n          },\n        })\n      }\n    }\n    await runPlan(\n      { writes, skipped },\n      (count) => `Marked ${countNoun(count, NOUN)} unqualified`,\n    )\n  }, [pending, value, campaignIds, selectedRows, runPlan])\n\n  const handleExport = useCallback(() => {\n    downloadTextFile('leads-selected.csv', 'text/csv', leadsCsv(selectedRows, csv))\n  }, [selectedRows, csv])\n\n  const canApply =\n    pending === 'owner' ||\n    (pending === 'campaign'\n      ? campaignIds.length > 0\n      : pending === 'status'\n        ? Boolean(value)\n        : Boolean(value.trim()))\n\n  return (\n    <CrmBulkBarFrame\n      count={selected.length}\n      noun={NOUN}\n      busy={busy}\n      onClear={() => onSelectedChange([])}\n      report={report}\n      onDismissReport={dismissReport}\n      extras={\n        <CrmBulkValueDialog\n          open={pending !== null}\n          title={pending ? ACTION_TITLES[pending] : ''}\n          count={selected.length}\n          noun={NOUN}\n          busy={busy}\n          canApply={canApply}\n          applyLabel={pending === 'unqualify' ? 'Unqualify' : pending === 'campaign' ? 'Add' : undefined}\n          onClose={() => setPending(null)}\n          onApply={() => void handleApply()}\n        >\n          {pending === 'owner' ? (\n            <LeadOwnerSelect value={value} onChange={setValue} roster={roster} size=\"medium\" />\n          ) : pending === 'status' ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              helperText=\"Closing a lead goes through Unqualify, which asks why.\"\n            >\n              {SETTABLE_STATUSES.map((status) => (\n                <MenuItem key={status} value={status}>\n                  {CRM_LEAD_STATUS_LABELS[status]}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : pending === 'unqualify' ? (\n            <TextField\n              label=\"Reason\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              multiline\n              minRows={2}\n              autoFocus\n              helperText=\"One reason for every selected lead, kept on each so it can be counted later.\"\n              slotProps={{ htmlInput: { maxLength: UNQUALIFY_REASON_MAX } }}\n            />\n          ) : pending === 'campaign' ? (\n            <CampaignPicker\n              options={campaigns.options}\n              value={campaignIds}\n              onChange={setCampaignIds}\n              helperText=\"Added to the campaigns each selected lead is already in. It does not decide who a campaign mails.\"\n              empty={campaigns.ready && !campaigns.options.length}\n              emptyText=\"This site has no campaigns yet. Create one from Marketing to file leads under it.\"\n            />\n          ) : null}\n        </CrmBulkValueDialog>\n      }\n    >\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('owner')}>\n        {'Set owner'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('status')}>\n        {'Set status'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('unqualify')}>\n        {'Unqualify'}\n      </Button>\n      {hostId ? (\n        <Button size=\"small\" disabled={busy} onClick={() => openAction('campaign')}>\n          {'Add to campaign'}\n        </Button>\n      ) : null}\n      <Button size=\"small\" disabled={busy} onClick={handleExport}>\n        {'Export CSV'}\n      </Button>\n      {/*\n        The selection's file is the rows on screen; this one is the whole\n        collection, streamed by the server (AGL-2662).\n      */}\n      <CrmExportAllButton\n        resource=\"leads\"\n        orgId={orgId}\n        hostId={hostId}\n        disabled={busy}\n      />\n    </CrmBulkBarFrame>\n  )\n}\nLeadsBulkBarBody.displayName = 'LeadsBulkBarBody'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/leads-bulk-bar.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\n/**\n * The bar over the Leads table, for whatever rows are ticked (AGL-2662).\n *\n * Hand them to an owner, set their status, unqualify them with one reason,\n * or take them into a spreadsheet. Every act here is a document write and\n * nothing more — a lead's status and owner are the team's own notes on a\n * capture, with no event and no notification behind them, which is why the\n * row's inline select writes them client-direct — so the whole bar goes\n * through the shared batched runner under the same rules.\n *\n * ## A row names its own site\n *\n * A lead lives at `orgs/{orgId}/leads/{leadId}` (AGL-3275), and at the organization\n * level the selection spans sites, so the reference for a write is built\n * from the ROW rather than from a scope the bar was handed: the row knows\n * its site, the bar need not. Under a site every row names the same one.\n *\n * ## What is declined, by name\n *\n * A converted lead's status IS its conversion, stamped by the route, and\n * the bar leaves it alone under Set status and Unqualify the way the row\n * menu and the inline select do. A lead already closed is not unqualified\n * twice. A lead already at the asked status is skipped rather than rewritten\n * so \"Nothing to change\" means what it says.\n */\n\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  crmLeadStatus,\n  isCrmLeadOpen,\n  readCampaignIds,\n} from '@aglyn/aglyn'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { useFirestore, useHostCampaigns } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField } from '@mui/material'\nimport { arrayUnion, deleteField, doc, serverTimestamp } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport {\n  type CrmBulkPlan,\n  type CrmBulkSkip,\n  type CrmBulkWrite,\n  crmBulkWriters,\n  runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport { type LeadCsvOptions, leadsCsv } from '../model/leads-csv'\nimport {\n  type CrmBulkNoun,\n  CrmBulkBarFrame,\n  CrmBulkValueDialog,\n  countNoun,\n} from './crm-bulk-bar-frame'\nimport CrmExportAllButton from './crm-export-all-button'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { UNQUALIFY_REASON_MAX } from './lead-unqualify-dialog'\n\n/**\n * One row of the Leads list as the bar needs it: the document's fields,\n * the grid's key, and which document under which site a write names.\n */\nexport type LeadBulkRow = Record<string, unknown> &\n  CrmLeadFields & { $id: string; leadId: string }\n\nexport interface LeadsBulkBarProps {\n  rows: readonly LeadBulkRow[]\n  selected: readonly string[]\n  onSelectedChange: (ids: string[]) => void\n  /** The section's roster — already read for the Owner column. */\n  roster: OrgMemberOptions\n  /** How the export names the owner and, at the org level, the site — the list's own. */\n  csv?: LeadCsvOptions\n  /** The organization these leads belong to; null while it is unresolved. */\n  orgId?: string | null\n  /**\n   * The site the list is read under, or `null` at the organization level\n   * where the complete export spans every site (AGL-2662).\n   */\n  hostId?: string | null\n  /**\n   * The org the shell passed, for the scope a filing entry carries\n   * (AGL-3274): Add to campaign writes one on each lead's Activity, and\n   * the entry is visible to whoever sees a record made on this site.\n   */\n  org?: Record<string, unknown> | null\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'lead', plural: 'leads' }\n\ntype PendingAction = 'owner' | 'status' | 'unqualify' | 'campaign'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n  owner: 'Set the owner',\n  status: 'Set the status',\n  unqualify: 'Unqualify',\n  campaign: 'Add to campaign',\n}\n\n/** The statuses the bar can set — the open ones; closing goes through Unqualify. */\nconst SETTABLE_STATUSES: readonly CrmLeadStatus[] = ['new', 'working']\n\n/** The label a report lists a lead under — its name, else its address. */\nconst labelOf = (lead: LeadBulkRow): string =>\n  String(lead['name'] || lead['email'] || lead.leadId)\n\nexport function LeadsBulkBar(props: LeadsBulkBarProps) {\n  if (!props.selected.length) return null\n  return <LeadsBulkBarBody {...props} />\n}\nLeadsBulkBar.displayName = 'LeadsBulkBar'\n\nfunction LeadsBulkBarBody(props: LeadsBulkBarProps) {\n  const { rows, selected, onSelectedChange, roster, csv } = props\n  const orgId = props.orgId ?? null\n  const hostId = props.hostId ?? null\n  const firestore = useFirestore()\n  const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'lead' })\n\n  const selectedRows = useMemo(() => {\n    const chosen = new Set(selected)\n    return rows.filter((row) => chosen.has(row.$id))\n  }, [rows, selected])\n\n  const [pending, setPending] = useState<PendingAction | null>(null)\n  const [value, setValue] = useState('')\n  /*\n   * The campaigns to add the selection to (AGL-3254), and the site's\n   * containers the picker offers — read only while that dialog is open.\n   * Under a site alone: a campaign belongs to one site, and at the\n   * organization level a selection spans them.\n   */\n  const [campaignIds, setCampaignIds] = useState<string[]>([])\n  const campaigns = useHostCampaigns(hostId ?? undefined, {\n    enabled: pending === 'campaign' && Boolean(hostId),\n  })\n  const logFiling = useCampaignFilingLog({ orgId, hostId, org: props.org })\n\n  // The reference a write names is the row's own site and document.\n  const writers = useMemo(() => {\n    const byId = new Map(rows.map((row) => [row.$id, row]))\n    return crmBulkWriters(firestore, (id) => {\n      const row = byId.get(id)\n      // One org collection (AGL-3275): the row no longer names a site, and\n      // the bulk write addresses the same document at either level.\n      // `orgs//leads` is a path Firestore accepts the shape of and nothing\n      // owns, so an absent org refuses the write rather than composing one.\n      if (!orgId) throw new Error('[crm] a lead write needs an organization')\n      return doc(firestore, 'orgs', orgId, 'leads', row?.leadId ?? id)\n    })\n  }, [firestore, rows])\n\n  const openAction = (action: PendingAction) => {\n    setValue('')\n    setCampaignIds([])\n    setPending(action)\n  }\n\n  const runPlan = useCallback(\n    (plan: CrmBulkPlan, done: (count: number) => string) =>\n      apply({\n        attempted: plan.writes.length,\n        skipped: plan.skipped,\n        job: () => runCrmBulkWrites(writers, plan.writes, (write) => write.label),\n        done,\n      }),\n    [apply, writers],\n  )\n\n  const handleApply = useCallback(async () => {\n    if (!pending) return\n    const action = pending\n    setPending(null)\n    const writes: CrmBulkWrite[] = []\n    const skipped: CrmBulkSkip[] = []\n    if (action === 'owner') {\n      for (const lead of selectedRows) {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: { ownerUid: value ? value : deleteField(), updatedAt: serverTimestamp() },\n        })\n      }\n      await runPlan(\n        { writes, skipped },\n        (count) => (value ? `Owner set on ${countNoun(count, NOUN)}` : `Owner cleared on ${countNoun(count, NOUN)}`),\n      )\n      return\n    }\n    if (action === 'campaign') {\n      // Added to what each lead carries — `arrayUnion`, the way a sequence's\n      // enroll and the import add one — never in place of it.\n      for (const lead of selectedRows) {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: { campaignIds: arrayUnion(...campaignIds), updatedAt: serverTimestamp() },\n        })\n      }\n      const outcome = await runPlan(\n        { writes, skipped },\n        (count) =>\n          `Added ${countNoun(count, NOUN)} to ${campaignIds.length === 1 ? 'the campaign' : `${campaignIds.length} campaigns`}`,\n      )\n      // What landed is written on each lead's Activity (AGL-3274): one\n      // \"Filed under\" per campaign the lead was not already in, and none\n      // for a lead the store refused — the row's own document is the\n      // membership, and the entry only records the act.\n      const refused = new Set(outcome.refused.map((entry) => entry.label))\n      const named = campaignIds.map((campaignId) => ({\n        id: campaignId,\n        name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n      }))\n      for (const lead of selectedRows) {\n        if (refused.has(labelOf(lead))) continue\n        const already = readCampaignIds(lead)\n        const filed = named.filter((campaign) => !already.includes(campaign.id))\n        if (filed.length) await logFiling({ leadId: lead.leadId }, { filed })\n      }\n      return\n    }\n    if (action === 'status') {\n      const status = value as CrmLeadStatus\n      for (const lead of selectedRows) {\n        const current = crmLeadStatus(lead)\n        if (lead.convertedContactId) {\n          skipped.push({ label: labelOf(lead), reason: 'was converted' })\n        } else if (current === status) {\n          skipped.push({\n            label: labelOf(lead),\n            reason: `already ${CRM_LEAD_STATUS_LABELS[status]}`,\n          })\n        } else {\n          writes.push({\n            id: lead.$id,\n            label: labelOf(lead),\n            kind: 'update',\n            data: {\n              status,\n              // Reopening an unqualified lead clears its reason, as the row does.\n              ...(current === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n              updatedAt: serverTimestamp(),\n            },\n          })\n        }\n      }\n      await runPlan(\n        { writes, skipped },\n        (count) => `Status set on ${countNoun(count, NOUN)}`,\n      )\n      return\n    }\n    const reason = value.trim().slice(0, UNQUALIFY_REASON_MAX)\n    for (const lead of selectedRows) {\n      if (lead.convertedContactId) {\n        skipped.push({ label: labelOf(lead), reason: 'was converted' })\n      } else if (!isCrmLeadOpen(lead)) {\n        skipped.push({ label: labelOf(lead), reason: 'is already closed' })\n      } else {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: {\n            status: 'unqualified' satisfies CrmLeadStatus,\n            unqualifiedReason: reason,\n            updatedAt: serverTimestamp(),\n          },\n        })\n      }\n    }\n    await runPlan(\n      { writes, skipped },\n      (count) => `Marked ${countNoun(count, NOUN)} unqualified`,\n    )\n  }, [pending, value, campaignIds, campaigns.options, selectedRows, runPlan, logFiling])\n\n  const handleExport = useCallback(() => {\n    downloadTextFile('leads-selected.csv', 'text/csv', leadsCsv(selectedRows, csv))\n  }, [selectedRows, csv])\n\n  const canApply =\n    pending === 'owner' ||\n    (pending === 'campaign'\n      ? campaignIds.length > 0\n      : pending === 'status'\n        ? Boolean(value)\n        : Boolean(value.trim()))\n\n  return (\n    <CrmBulkBarFrame\n      count={selected.length}\n      noun={NOUN}\n      busy={busy}\n      onClear={() => onSelectedChange([])}\n      report={report}\n      onDismissReport={dismissReport}\n      extras={\n        <CrmBulkValueDialog\n          open={pending !== null}\n          title={pending ? ACTION_TITLES[pending] : ''}\n          count={selected.length}\n          noun={NOUN}\n          busy={busy}\n          canApply={canApply}\n          applyLabel={pending === 'unqualify' ? 'Unqualify' : pending === 'campaign' ? 'Add' : undefined}\n          onClose={() => setPending(null)}\n          onApply={() => void handleApply()}\n        >\n          {pending === 'owner' ? (\n            <LeadOwnerSelect value={value} onChange={setValue} roster={roster} size=\"medium\" />\n          ) : pending === 'status' ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              helperText=\"Closing a lead goes through Unqualify, which asks why.\"\n            >\n              {SETTABLE_STATUSES.map((status) => (\n                <MenuItem key={status} value={status}>\n                  {CRM_LEAD_STATUS_LABELS[status]}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : pending === 'unqualify' ? (\n            <TextField\n              label=\"Reason\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              multiline\n              minRows={2}\n              autoFocus\n              helperText=\"One reason for every selected lead, kept on each so it can be counted later.\"\n              slotProps={{ htmlInput: { maxLength: UNQUALIFY_REASON_MAX } }}\n            />\n          ) : pending === 'campaign' ? (\n            <CampaignPicker\n              options={campaigns.options}\n              value={campaignIds}\n              onChange={setCampaignIds}\n              helperText=\"Added to the campaigns each selected lead is already in. It does not decide who a campaign mails.\"\n              empty={campaigns.ready && !campaigns.options.length}\n              emptyText=\"This site has no campaigns yet. Create one from Marketing to file leads under it.\"\n            />\n          ) : null}\n        </CrmBulkValueDialog>\n      }\n    >\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('owner')}>\n        {'Set owner'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('status')}>\n        {'Set status'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('unqualify')}>\n        {'Unqualify'}\n      </Button>\n      {hostId ? (\n        <Button size=\"small\" disabled={busy} onClick={() => openAction('campaign')}>\n          {'Add to campaign'}\n        </Button>\n      ) : null}\n      <Button size=\"small\" disabled={busy} onClick={handleExport}>\n        {'Export CSV'}\n      </Button>\n      {/*\n        The selection's file is the rows on screen; this one is the whole\n        collection, streamed by the server (AGL-2662).\n      */}\n      <CrmExportAllButton\n        resource=\"leads\"\n        orgId={orgId}\n        hostId={hostId}\n        disabled={busy}\n      />\n    </CrmBulkBarFrame>\n  )\n}\nLeadsBulkBarBody.displayName = 'LeadsBulkBarBody'\n\nexport default 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package/src/lib/components/leads-section.js

@@ -25,6 +25,8 @@ import { useOrgMemberOptions } from "../hooks/use-org-member-options.js";
 import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
 import { useCrmSavedView } from "../hooks/use-crm-saved-view.js";
 import { useCrmScope } from "../hooks/use-crm-scope.js";
+import { useContactFieldDefinitions } from "../hooks/use-contact-field-definitions.js";
+import { customFieldColumns } from "./contact-custom-columns.js";
 import { useCrmViewGrid } from "../hooks/use-crm-view-grid.js";
 import { CRM_LIST_SLOTS, CrmColumnOrderProvider } from "./crm-column-menu.js";
 import { useOrgLeads } from "../hooks/use-org-leads.js";
@@ -94,7 +96,7 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
  * its writes and its link go to. The per-site notes — which of a site's
  * forms file a lead — belong to a site's own hub and are not drawn here.
  */ export function CrmLeadsSection(props) {
-    var _ref, _ref1, _ref2, _ref3, _ref4, _ref5;
+    var _ref, _converting_capturedByHostIds_, _ref1;
     const { hostId, org, basePath } = props;
     const firestore = useFirestore();
     const router = useRouter();
@@ -105,6 +107,8 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
     });
     const mount = useCrmOrgMount();
     const roster = useOrgMemberOptions(orgId);
+    // The org's lead fields, for the optional columns below (AGL-3272).
+    const leadFields = useContactFieldDefinitions(orgId, 'lead');
     const routes = crmRoutes(basePath != null ? basePath : '');
     // Under a site: the site's own window, rows keyed by document id.
     const site = useFirestoreCollection(()=>hostId ? query(collection(firestore, 'hosts', hostId, 'leads'), orderBy('lastSeenAtMs', 'desc'), limit(LEADS_WINDOW + 1)) : null, [
@@ -121,13 +125,17 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
         hostId,
         mount == null ? void 0 : mount.hosts
     ]);
-    const orgLeads = useOrgLeads({
-        hostIds: orgHostIds,
+    /*
+   * ONE LISTENER (AGL-3275), where this used to fan out across the org's
+   * sites and merge. At the organization level an org-wide member reads with
+   * no scope clause, which is what `visibleTo: null` asks for.
+   */ const orgLeads = useOrgLeads({
+        orgId,
+        visibleTo: null,
         windowSize: LEADS_WINDOW
     });
     const leadDocs = useMemo(()=>hostId ? site.data.map((row)=>_extends({}, row, {
-                leadId: row.$id,
-                hostId
+                leadId: row.$id
             })) : orgLeads.data, [
         hostId,
         site.data,
@@ -341,6 +349,8 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                 ownerUid: values.ownerUid
             } : {}, values.notes ? {
                 notes: values.notes
+            } : {}, values.custom ? {
+                custom: values.custom
             } : {}, {
                 status: values.status
             }));
@@ -369,7 +379,7 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
     ]);
     const writeLead = useCallback(async (lead, fields, done)=>{
         try {
-            await updateDoc(doc(firestore, 'hosts', lead.hostId, 'leads', lead.leadId), _extends({}, fields, {
+            await updateDoc(doc(firestore, 'orgs', orgId, 'leads', lead.leadId), _extends({}, fields, {
                 updatedAt: serverTimestamp()
             }));
             enqueueSnackbar(done, {
@@ -498,9 +508,17 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                     headerName: 'Site',
                     flex: 0.9,
                     minWidth: 140,
-                    valueGetter: (_value, row)=>{
-                        var _ref;
-                        return (_ref = mount == null ? void 0 : mount.siteName(row.hostId)) != null ? _ref : row.hostId;
+                    /*
+               * KNOWN BY, not "the site" (AGL-3275). A lead is one org row
+               * and several sites in a consent group can hold the same
+               * person, so this names every site that captured them — the
+               * answer the Contacts list has always given in its own column.
+               */ valueGetter: (_value, row)=>{
+                        const held = Array.isArray(row['capturedByHostIds']) ? row['capturedByHostIds'] : [];
+                        return held.map((id)=>{
+                            var _ref;
+                            return (_ref = mount == null ? void 0 : mount.siteName(id)) != null ? _ref : id;
+                        }).join(', ');
                     }
                 }
             ],
@@ -542,6 +560,11 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                     return leadTimeLabel((_row_lastSeenAtMs = row['lastSeenAtMs']) != null ? _row_lastSeenAtMs : row['createdAt']);
                 }
             },
+            // The org's lead fields as optional columns (AGL-3272), read off the
+            // row's own `custom` map the way the contacts list reads its own.
+            // Ahead of the row menu, so the overflow stays at the right edge
+            // however many fields the org has defined.
+            ...customFieldColumns(leadFields.active),
             {
                 field: 'actions',
                 headerName: '',
@@ -576,7 +599,7 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                                         path: mdiAccountArrowRight.path,
                                         size: 0.8
                                     }),
-                                    href: routes.lead(row.leadId, hostId ? null : row.hostId)
+                                    href: routes.lead(row.leadId)
                                 },
                                 {
                                     key: 'convert',
@@ -620,7 +643,8 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
         writeLead,
         hostId,
         mount,
-        campaignName
+        campaignName,
+        leadFields.active
     ]);
     /* The column and sort models are the view's (AGL-2617). */ const grid = useCrmViewGrid(views, columns);
     return /*#__PURE__*/ _jsxs(_Fragment, {
@@ -785,7 +809,8 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                                     roster: roster,
                                     csv: csvOptions,
                                     orgId: orgId,
-                                    hostId: hostId
+                                    hostId: hostId,
+                                    org: org
                                 }),
                                 /*#__PURE__*/ _jsx(CrmColumnOrderProvider, {
                                     value: grid.columnOrder,
@@ -798,7 +823,7 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                                             onChange: setSelectedIds
                                         },
                                         loading: status === 'loading',
-                                        onOpen: (_id, row)=>router.push(routes.lead(row.leadId, hostId ? null : row.hostId)),
+                                        onOpen: (_id, row)=>router.push(routes.lead(row.leadId)),
                                         // Columns and sort are the view's, controlled (AGL-2617).
                                         columnVisibilityModel: grid.columnVisibilityModel,
                                         onColumnVisibilityModelChange: grid.onColumnVisibilityModelChange,
@@ -836,6 +861,7 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                 busy: createBusy,
                 error: createError,
                 roster: roster,
+                orgId: orgId,
                 onSubmit: (values)=>void handleCreate(values)
             }),
             /*#__PURE__*/ _jsx(AssignOwnerDialog, {
@@ -853,17 +879,17 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
             /*#__PURE__*/ _jsx(LeadUnqualifyDialog, {
                 open: Boolean(unqualifying),
                 onClose: ()=>setUnqualifying(null),
-                hostId: (_ref = (_ref1 = unqualifying == null ? void 0 : unqualifying.hostId) != null ? _ref1 : hostId) != null ? _ref : '',
-                leadId: (_ref2 = unqualifying == null ? void 0 : unqualifying.leadId) != null ? _ref2 : '',
+                hostId: hostId != null ? hostId : '',
+                leadId: (_ref = unqualifying == null ? void 0 : unqualifying.leadId) != null ? _ref : '',
                 leadLabel: String((unqualifying == null ? void 0 : unqualifying['name']) || (unqualifying == null ? void 0 : unqualifying['email']) || '')
             }),
             /*#__PURE__*/ _jsx(LeadConvertDialog, {
                 open: Boolean(converting),
                 onClose: ()=>setConverting(null),
-                hostId: (_ref3 = (_ref4 = converting == null ? void 0 : converting.hostId) != null ? _ref4 : hostId) != null ? _ref3 : '',
+                hostId: hostId != null ? hostId : Array.isArray(converting == null ? void 0 : converting['capturedByHostIds']) ? String((_converting_capturedByHostIds_ = converting['capturedByHostIds'][0]) != null ? _converting_capturedByHostIds_ : '') : '',
                 orgId: orgId,
                 org: org,
-                leadId: (_ref5 = converting == null ? void 0 : converting.leadId) != null ? _ref5 : '',
+                leadId: (_ref1 = converting == null ? void 0 : converting.leadId) != null ? _ref1 : '',
                 lead: converting != null ? converting : {},
                 basePath: basePath != null ? basePath : '',
                 roster: roster