@aglyn/plugins-crm 1.0.0-beta.165 → 1.0.0-beta.166

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/leads-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 * as Aglyn from '@aglyn/aglyn'\nimport type {\n  ConsolePluginPageProps,\n  CrmLeadFields,\n  CrmLeadStatus,\n} from '@aglyn/aglyn'\nimport {\n  mdiAccountArrowRight,\n  mdiAccountCancelOutline,\n  mdiAccountConvertOutline,\n  mdiAccountTieOutline,\n  mdiMagnify,\n} from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n  type OrgMemberOptions,\n  useOrgMemberOptions,\n} from '../hooks/use-org-member-options'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { customFieldColumns } from './contact-custom-columns'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport { useOrgLeads } from '../hooks/use-org-leads'\nimport CrmViewsControl from './crm-views-control'\nimport RowActionsMenu from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useHostCampaigns,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Box,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  FormControl,\n  InputAdornment,\n  InputLabel,\n  MenuItem,\n  Select,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport {\n  collection,\n  deleteField,\n  doc,\n  limit,\n  orderBy,\n  query,\n  serverTimestamp,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useId, useMemo, useState } from 'react'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  LEAD_FILTER_LABELS,\n  LEAD_EMAIL_FILTER_LABELS,\n  LEAD_EMAIL_FILTERS,\n  LEAD_FILTERS,\n  type LeadEmailFilter,\n  type LeadFilter,\n  leadMatchesCampaignFilter,\n  leadMatchesEmailFilter,\n  leadMatchesFilter,\n  leadMatchesSearch,\n} from '../model/lead-filters'\nimport { type LeadCsvOptions, leadsCsv } from '../model/leads-csv'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport {\n  leadSourceLabel,\n  leadSources,\n  leadTimeLabel,\n} from './lead-history-card'\nimport { LeadImportButton } from './lead-import-drawer'\nimport NewLeadDrawer, { type NewLeadValues } from './new-lead-drawer'\nimport { useCrmApi } from './use-crm-api'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { CONVERT_PENDING_ERASURE_REASON } from './lead-properties-card'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { LeadStatusChip } from './lead-status-chip'\nimport LeadSurfacesNote from './lead-surfaces-note'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport LeadsBulkBar from './leads-bulk-bar'\nimport OrgLeadSurfacesNote from './org-lead-surfaces-note'\n\n/**\n * How many leads the section reads: the newest by last seen, plus one probe\n * row so \"there are more\" is a fact rather than a guess at the boundary.\n *\n * A CEILING and a client-side filter rather than a paged status query, and\n * the reason is the lead documents themselves. Every lead the capture door\n * writes carries NO `status` — the field exists only once somebody in the\n * CRM has touched the lead — and Firestore cannot select documents by a\n * field's absence: `where('status','in',[…])`, `!=` and `not-in` all skip a\n * document without the field. A server-side \"open leads\" query would\n * therefore hide every lead nobody has worked yet, which is the entire\n * population the section exists to show on the day it ships. So the query\n * is the one order every lead can satisfy (`lastSeenAtMs`, stamped on every\n * capture), and the status filter narrows the loaded window — said out loud\n * beneath the table whenever the window is not the whole collection.\n *\n * The window is then PAGED in memory under the shared footer, the way the\n * workspace pickers page a slice of a window they cannot re-key: the rows\n * are already in the snapshot, so turning a page costs nothing, and the\n * footer's count is exact because it counts the filtered window rather than\n * a collection nobody has measured.\n */\nconst LEADS_WINDOW = 200\n\n/**\n * One row of the list. `$id` keys the grid — the document id under a site,\n * `{hostId}/{leadId}` at the organization level, where a lead's id is a\n * person key the same on every site that met the person — and `leadId`\n * and `hostId` say which document, under which site, a write or a link\n * names.\n */\ntype LeadRow = Record<string, unknown> &\n  CrmLeadFields & { $id: string; leadId: string; hostId: string }\n\n/**\n * `/crm/leads` — the people a site has met but not yet qualified (AGL-2608).\n *\n * A section of its own, the way Salesforce keeps Leads apart from Contacts:\n * a lead is a capture — a form, a booking, a sign-up — that somebody has\n * still to work, and it converts into a contact, a company and a deal when\n * it is real. Reads `hosts/{hostId}/leads`, host-scoped by path, so there is\n * no `visibleTo` filter; the Firestore rules admit any member of the site to\n * read it and an admin, editor or author to update it, which is what makes\n * the inline status and owner changes client-direct writes.\n *\n * At the ORGANIZATION level (AGL-2630) there is no one site to read: the\n * section opens the same query under every site the org has (`useOrgLeads`)\n * and lists the merged window with a Site column, every row naming the site\n * its writes and its link go to. The per-site notes — which of a site's\n * forms file a lead — belong to a site's own hub and are not drawn here.\n */\nexport function CrmLeadsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const router = useRouter()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, createHostId } = useCrmScope({ hostId, org })\n  const mount = useCrmOrgMount()\n  const roster = useOrgMemberOptions(orgId)\n  // The org's lead fields, for the optional columns below (AGL-3272).\n  const leadFields = useContactFieldDefinitions(orgId, 'lead')\n  const routes = crmRoutes(basePath ?? '')\n\n  // Under a site: the site's own window, rows keyed by document id.\n  const site = useFirestoreCollection<\n    Record<string, unknown> & CrmLeadFields & { $id: string }\n  >(\n    () =>\n      hostId\n        ? query(\n            collection(firestore, 'hosts', hostId, 'leads'),\n            orderBy('lastSeenAtMs', 'desc'),\n            limit(LEADS_WINDOW + 1),\n          )\n        : null,\n    [firestore, hostId],\n    { idField: '$id' },\n  )\n  // At the organization level: every site's window, merged.\n  const orgHostIds = useMemo(\n    () => (hostId ? [] : (mount?.hosts ?? []).map((host) => host.id)),\n    [hostId, mount?.hosts],\n  )\n  const orgLeads = useOrgLeads({\n    hostIds: orgHostIds,\n    windowSize: LEADS_WINDOW,\n  })\n  const leadDocs = useMemo<LeadRow[]>(\n    () =>\n      hostId\n        ? site.data.map((row) => ({ ...row, leadId: row.$id, hostId }))\n        : orgLeads.data,\n    [hostId, site.data, orgLeads.data],\n  )\n  const status = hostId\n    ? site.status\n    : mount?.hostsReady && !orgHostIds.length\n      ? 'success'\n      : orgLeads.status\n  const truncated = hostId ? leadDocs.length > LEADS_WINDOW : orgLeads.truncated\n  const window = useMemo(() => leadDocs.slice(0, LEADS_WINDOW), [leadDocs])\n\n  /*\n   * The `Show` filter is the saved VIEW'S (AGL-2617): a saved view of leads\n   * holds the status beside the columns and the sort, and the select below\n   * writes into it. Unset reads as `open`, which is what the section opened\n   * on before views existed and the one reading a query cannot express.\n   */\n  const views = useCrmSavedView({\n    section: 'leads',\n    hostId,\n    org: props.org,\n    basePath: basePath ?? '',\n  })\n  const filter: LeadFilter = useMemo(() => {\n    const value = views.state.filters.find(\n      (clause) => clause.field === 'status',\n    )?.value\n    return (LEAD_FILTERS as readonly string[]).includes(value ?? '')\n      ? (value as LeadFilter)\n      : 'open'\n  }, [views.state.filters])\n  /*\n   * The `Email` filter (AGL-3245) is the view's too, as an `emailState`\n   * clause beside the status one. Each setter keeps the other's clause:\n   * narrowing to bounced leads does not reopen the unqualified ones.\n   */\n  const emailFilter: LeadEmailFilter = useMemo(() => {\n    const value = views.state.filters.find(\n      (clause) => clause.field === 'emailState',\n    )?.value\n    return (LEAD_EMAIL_FILTERS as readonly string[]).includes(value ?? '')\n      ? (value as LeadEmailFilter)\n      : 'any'\n  }, [views.state.filters])\n  const setFilter = useCallback(\n    (next: LeadFilter) =>\n      views.setFilters([\n        ...views.state.filters.filter((clause) => clause.field !== 'status'),\n        ...(next === 'open'\n          ? []\n          : [{ field: 'status', op: 'equals', value: next }]),\n      ]),\n    [views.setFilters, views.state.filters],\n  )\n  const setEmailFilter = useCallback(\n    (next: LeadEmailFilter) =>\n      views.setFilters([\n        ...views.state.filters.filter(\n          (clause) => clause.field !== 'emailState',\n        ),\n        ...(next === 'any'\n          ? []\n          : [{ field: 'emailState', op: 'equals', value: next }]),\n      ]),\n    [views.setFilters, views.state.filters],\n  )\n  /*\n   * The `Campaign` filter (AGL-3254) is the view's too, as a `campaignIds`\n   * clause: the id of one of the site's campaign containers, resolved to\n   * its name from the containers themselves — ids only in storage, so a\n   * renamed campaign keeps its leads. Under a site alone: a campaign\n   * belongs to one site, and the organization-level list spans them all.\n   */\n  const campaignFilter = useMemo(\n    () =>\n      views.state.filters.find((clause) => clause.field === 'campaignIds')\n        ?.value ?? '',\n    [views.state.filters],\n  )\n  const setCampaignFilter = useCallback(\n    (next: string) =>\n      views.setFilters([\n        ...views.state.filters.filter(\n          (clause) => clause.field !== 'campaignIds',\n        ),\n        ...(next\n          ? [{ field: 'campaignIds', op: 'contains', value: next }]\n          : []),\n      ]),\n    [views.setFilters, views.state.filters],\n  )\n  const campaigns = useHostCampaigns(hostId, { enabled: Boolean(hostId) })\n  const campaignName = useCallback(\n    (id: string) =>\n      campaigns.options.find((option) => option.value === id)?.label ?? id,\n    [campaigns.options],\n  )\n  // The label's id, so the filter's combobox is named \"Show\" rather than\n  // after the option it shows — see `LeadOwnerSelect`.\n  const filterLabelId = useId()\n  const emailFilterLabelId = useId()\n  const campaignFilterLabelId = useId()\n  /*\n   * The search box is the SECTION'S, not the grid's (AGL-3246). The grid's\n   * quick filter runs over the rows the grid holds, and the grid holds one\n   * PAGE of the window — so a lead on page three answered \"no match\" while\n   * the footer below went on counting the unfiltered window. The term\n   * narrows the whole loaded window here, beside the status filter and\n   * before the footer's count and the page slice, over the fields a person\n   * types to find a lead: name, email, company, title and tags.\n   */\n  const [search, setSearch] = useState('')\n  const rows = useMemo(\n    () =>\n      window.filter(\n        (lead) =>\n          leadMatchesFilter(lead, filter) &&\n          leadMatchesEmailFilter(lead, emailFilter) &&\n          leadMatchesCampaignFilter(lead, campaignFilter) &&\n          leadMatchesSearch(lead, search),\n      ),\n    [window, filter, emailFilter, campaignFilter, search],\n  )\n  const [page, setPage] = useState(0)\n  const [pageSize, setPageSize] = useState(TABLE_PAGE_SIZE_DEFAULT)\n  // A new filter or search term starts on page one: page three of the open\n  // leads is not a page of the unqualified ones, and an out-of-range page\n  // renders empty.\n  useEffect(() => {\n    setPage(0)\n  }, [filter, emailFilter, campaignFilter, search])\n  const pageRows = useMemo(\n    () => rows.slice(page * pageSize, (page + 1) * pageSize),\n    [rows, page, pageSize],\n  )\n\n  /*\n   * The ticked rows, for the bulk bar (AGL-2662). Cleared when the filter or\n   * the search term changes: a selection made on the open leads is not a\n   * selection of the unqualified ones, and the bar's count would be over\n   * rows no longer listed.\n   */\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  useEffect(\n    () => setSelectedIds([]),\n    [filter, emailFilter, campaignFilter, search],\n  )\n  // How the file names the owner and, at the org level, the site.\n  const csvOptions: LeadCsvOptions = useMemo(\n    () => ({\n      ownerEmail: roster.emailFor,\n      ...(hostId ? {} : { siteName: (id: string) => mount?.siteName(id) }),\n    }),\n    [roster.emailFor, hostId, mount],\n  )\n  // The listed window — every row the filter and the search admit, not just\n  // the page.\n  const handleExport = useCallback(() => {\n    downloadTextFile('leads.csv', 'text/csv', leadsCsv(rows, csvOptions))\n  }, [rows, csvOptions])\n\n  const [assigning, setAssigning] = useState<LeadRow | null>(null)\n  const [unqualifying, setUnqualifying] = useState<LeadRow | null>(null)\n  // The row whose conversion dialog is open (AGL-2641) — the same dialog\n  // the lead's page opens, fed the row so the list is one click shorter.\n  const [converting, setConverting] = useState<LeadRow | null>(null)\n\n  /*==========================================\n   * NEW LEAD (AGL-3231) — Salesforce's New Lead, in a drawer over the\n   * list. The route files the lead through the one lead door under the\n   * mounted site, or at the organization level under the site the drawer's\n   * picker named; the drawer holds its submit until one is known. It makes\n   * a lead and nothing else — the conversion is what makes the contact.\n   *=========================================*/\n  const crmApi = useCrmApi(createHostId)\n  const [createOpen, setCreateOpen] = useState(false)\n  const [createBusy, setCreateBusy] = useState(false)\n  const [createError, setCreateError] = useState<string | null>(null)\n  const handleCreate = useCallback(\n    async (values: NewLeadValues) => {\n      setCreateBusy(true)\n      setCreateError(null)\n      try {\n        const { response, payload } = await crmApi('leads-create', {\n          email: values.email,\n          ...(values.name ? { name: values.name } : {}),\n          ...(values.company ? { company: values.company } : {}),\n          ...(values.jobTitle ? { jobTitle: values.jobTitle } : {}),\n          ...(values.phone ? { phone: values.phone } : {}),\n          ...(values.website ? { website: values.website } : {}),\n          ...(values.leadSource ? { leadSource: values.leadSource } : {}),\n          ...(values.address ? { address: values.address } : {}),\n          ...(values.tags.length ? { tags: values.tags } : {}),\n          ...(values.campaignIds.length\n            ? { campaignIds: values.campaignIds }\n            : {}),\n          ...(values.ownerUid ? { ownerUid: values.ownerUid } : {}),\n          ...(values.notes ? { notes: values.notes } : {}),\n          // The org's own lead fields (AGL-3272), sent only when one was\n          // filled — the route reads the definitions to judge the map, and\n          // a body without it pays for no read.\n          ...(values.custom ? { custom: values.custom } : {}),\n          status: values.status,\n        })\n        if (!response.ok) {\n          // The route's own sentence, shown above the form unchanged.\n          setCreateError(\n            String(payload['error'] ?? 'The lead could not be added.'),\n          )\n          return\n        }\n        // The activity entry is the route's: it verified the caller and\n        // performed the write.\n        enqueueSnackbar(\n          payload['created']\n            ? 'Lead added'\n            : 'This site already held a lead for that address — it was updated',\n          { variant: 'success', persist: false },\n        )\n        setCreateOpen(false)\n      } catch (error) {\n        console.error(error)\n        setCreateError('The lead could not be added.')\n      } finally {\n        setCreateBusy(false)\n      }\n    },\n    [crmApi, enqueueSnackbar],\n  )\n\n  const writeLead = useCallback(\n    async (lead: LeadRow, fields: Record<string, unknown>, done: string) => {\n      try {\n        await updateDoc(\n          doc(firestore, 'hosts', lead.hostId, 'leads', lead.leadId),\n          {\n            ...fields,\n            updatedAt: serverTimestamp(),\n          },\n        )\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error\n            ? error.message\n            : 'The lead could not be updated.',\n          { variant: 'error' },\n        )\n      }\n    },\n    [firestore, enqueueSnackbar],\n  )\n\n  const columns = useMemo<GridColDef[]>(\n    () => [\n      {\n        field: 'name',\n        headerName: 'Lead',\n        flex: 1.4,\n        minWidth: 160,\n        valueGetter: (_value, row: LeadRow) =>\n          String(row['name'] || row['email'] || ''),\n        renderCell: ({ row }: { row: LeadRow }) => (\n          <Stack\n            spacing={0}\n            sx={{ minWidth: 0, justifyContent: 'center', height: '100%' }}\n          >\n            <Typography variant=\"body2\" noWrap>\n              {String(row['name'] || row['email'] || row.$id)}\n            </Typography>\n            {row['name'] ? (\n              <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n                {String(row['email'] ?? '')}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      // The lead's own profile (AGL-3231): the two facts a work queue is\n      // scanned by, beside the person.\n      {\n        field: 'company',\n        headerName: 'Company',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) => String(row.company ?? ''),\n      },\n      {\n        field: 'jobTitle',\n        headerName: 'Title',\n        flex: 0.9,\n        minWidth: 130,\n        valueGetter: (_value, row: LeadRow) => String(row.jobTitle ?? ''),\n      },\n      {\n        field: 'status',\n        headerName: 'Status',\n        flex: 0.9,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => Aglyn.crmLeadStatus(row),\n        renderCell: ({ row }: { row: LeadRow }) => (\n          <InlineStatus\n            lead={row}\n            onChange={(next) => {\n              if (next === 'unqualified') {\n                setUnqualifying(row)\n                return\n              }\n              void writeLead(\n                row,\n                {\n                  status: next,\n                  ...(Aglyn.crmLeadStatus(row) === 'unqualified'\n                    ? { unqualifiedReason: deleteField() }\n                    : {}),\n                },\n                'Status updated',\n              )\n            }}\n          />\n        ),\n      },\n      {\n        /*\n         * The verdict on the address (AGL-3245): the chip the lead's page\n         * carries, so a bounced lead is told apart in the queue it is worked\n         * from; its label for the sort and the export.\n         */\n        field: 'emailState',\n        headerName: 'Email',\n        flex: 0.9,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? Aglyn.EMAIL_STATE_LABELS[state.status] : ''\n        },\n        renderCell: ({ row }: { row: LeadRow }) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? (\n            <CrmEmailStateChip state={state} />\n          ) : (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          )\n        },\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) =>\n          row.ownerUid ? roster.labelFor(row.ownerUid) : 'Unassigned',\n      },\n      // Only at the organization level, where a row can be any site's.\n      ...(hostId\n        ? []\n        : [\n            {\n              field: 'hostId',\n              headerName: 'Site',\n              flex: 0.9,\n              minWidth: 140,\n              valueGetter: (_value: unknown, row: LeadRow) =>\n                mount?.siteName(row.hostId) ?? row.hostId,\n            } satisfies GridColDef,\n          ]),\n      {\n        field: 'sources',\n        headerName: 'Source',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) =>\n          leadSources(row).map(leadSourceLabel).join(', '),\n      },\n      {\n        field: 'tags',\n        headerName: 'Tags',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) => (row.tags ?? []).join(', '),\n      },\n      // The campaigns the lead is filed under (AGL-3254), by name — the\n      // ids are the storage. Under a site only, like the filter.\n      ...(hostId\n        ? [\n            {\n              field: 'campaignIds',\n              headerName: 'Campaign',\n              flex: 1,\n              minWidth: 150,\n              valueGetter: (_value: unknown, row: LeadRow) =>\n                Aglyn.readCampaignIds(row).map(campaignName).join(', '),\n            } satisfies GridColDef,\n          ]\n        : []),\n      {\n        field: 'lastSeenAtMs',\n        headerName: 'Last seen',\n        flex: 0.9,\n        minWidth: 160,\n        valueGetter: (_value, row: LeadRow) =>\n          leadTimeLabel(row['lastSeenAtMs'] ?? row['createdAt']),\n      },\n      // The org's lead fields as optional columns (AGL-3272), read off the\n      // row's own `custom` map the way the contacts list reads its own.\n      // Ahead of the row menu, so the overflow stays at the right edge\n      // however many fields the org has defined.\n      ...customFieldColumns(leadFields.active),\n      {\n        field: 'actions',\n        headerName: '',\n        width: 56,\n        sortable: false,\n        filterable: false,\n        disableColumnMenu: true,\n        renderCell: ({ row }: { row: LeadRow }) => {\n          /*\n           * Why Convert is refused, in the order the lead's page refuses it:\n           * a converted lead has its contact already, a closed one was\n           * judged not real, and a person with an erasure pending must not\n           * be captured again — a conversion is a capture (AGL-2623).\n           */\n          const converted = Boolean(row.convertedContactId)\n          const erasurePending = Aglyn.readErasureRequestedAtMs(row) !== null\n          const convertRefusal = converted\n            ? 'This lead was converted'\n            : !Aglyn.isCrmLeadOpen(row)\n              ? 'This lead was unqualified'\n              : erasurePending\n                ? CONVERT_PENDING_ERASURE_REASON\n                : null\n          return (\n            <Box\n              onClick={(event) => event.stopPropagation()}\n              sx={{ display: 'flex', alignItems: 'center', height: '100%' }}\n            >\n              <RowActionsMenu\n                label={String(row['email'] ?? row.$id)}\n                items={[\n                  {\n                    key: 'open',\n                    label: 'Open lead',\n                    icon: (\n                      <MdiIcon path={mdiAccountArrowRight.path} size={0.8} />\n                    ),\n                    href: routes.lead(row.leadId, hostId ? null : row.hostId),\n                  },\n                  {\n                    key: 'convert',\n                    label: 'Convert…',\n                    icon: (\n                      <MdiIcon\n                        path={mdiAccountConvertOutline.path}\n                        size={0.8}\n                      />\n                    ),\n                    onClick: () => setConverting(row),\n                    disabled: convertRefusal !== null,\n                    disabledReason: convertRefusal ?? undefined,\n                  },\n                  {\n                    key: 'assign',\n                    label: 'Assign owner',\n                    icon: (\n                      <MdiIcon path={mdiAccountTieOutline.path} size={0.8} />\n                    ),\n                    onClick: () => setAssigning(row),\n                  },\n                  {\n                    key: 'unqualify',\n                    label: 'Unqualify',\n                    icon: (\n                      <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />\n                    ),\n                    onClick: () => setUnqualifying(row),\n                    disabled:\n                      !Aglyn.isCrmLeadOpen(row) ||\n                      Boolean(row.convertedContactId),\n                    disabledReason: row.convertedContactId\n                      ? 'This lead was converted'\n                      : 'This lead is already closed',\n                  },\n                ]}\n              />\n            </Box>\n          )\n        },\n      },\n    ],\n    [roster, routes, writeLead, hostId, mount, campaignName, leadFields.active],\n  )\n  /* The column and sort models are the view's (AGL-2617). */\n  const grid = useCrmViewGrid(views, columns)\n\n  return (\n    <>\n      <CardDisplay\n        header={'Leads'}\n        help={Aglyn.pluginDocsHelp('contacts', {\n          anchor: '#whats-in-the-crm-area',\n        })}\n        actions={\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            {/* The saved view this list is showing, beside the status it narrows to (AGL-2617). */}\n            <CrmViewsControl controller={views} allLabel=\"All leads\" />\n            <FormControl size=\"small\" sx={{ minWidth: 160 }}>\n              <InputLabel id={filterLabelId}>{'Show'}</InputLabel>\n              <Select\n                labelId={filterLabelId}\n                label=\"Show\"\n                value={filter}\n                onChange={(event) =>\n                  setFilter(event.target.value as LeadFilter)\n                }\n              >\n                {LEAD_FILTERS.map((option) => (\n                  <MenuItem key={option} value={option}>\n                    {LEAD_FILTER_LABELS[option]}\n                  </MenuItem>\n                ))}\n              </Select>\n            </FormControl>\n            {/* The verdict on the address (AGL-3245): the bounced, the blocked, the ones who left. */}\n            <FormControl size=\"small\" sx={{ minWidth: 160 }}>\n              <InputLabel id={emailFilterLabelId}>{'Email'}</InputLabel>\n              <Select\n                labelId={emailFilterLabelId}\n                label=\"Email\"\n                value={emailFilter}\n                onChange={(event) =>\n                  setEmailFilter(event.target.value as LeadEmailFilter)\n                }\n              >\n                {LEAD_EMAIL_FILTERS.map((option) => (\n                  <MenuItem key={option} value={option}>\n                    {LEAD_EMAIL_FILTER_LABELS[option]}\n                  </MenuItem>\n                ))}\n              </Select>\n            </FormControl>\n            {/* The campaign the lead is filed under (AGL-3254): the site's containers, by name. */}\n            {hostId ? (\n              <FormControl size=\"small\" sx={{ minWidth: 180 }}>\n                <InputLabel id={campaignFilterLabelId} shrink>\n                  {'Campaign'}\n                </InputLabel>\n                <Select\n                  labelId={campaignFilterLabelId}\n                  label=\"Campaign\"\n                  notched\n                  value={campaignFilter}\n                  onChange={(event) =>\n                    setCampaignFilter(String(event.target.value))\n                  }\n                  displayEmpty\n                >\n                  <MenuItem value=\"\">{'Any campaign'}</MenuItem>\n                  {campaigns.options.map((option) => (\n                    <MenuItem key={option.value} value={option.value}>\n                      {option.label}\n                    </MenuItem>\n                  ))}\n                  {/* A stored filter naming a campaign the site no longer lists stays selectable, by id, so it can be cleared. */}\n                  {campaignFilter &&\n                  !campaigns.options.some(\n                    (option) => option.value === campaignFilter,\n                  ) ? (\n                    <MenuItem value={campaignFilter}>{campaignFilter}</MenuItem>\n                  ) : null}\n                </Select>\n              </FormControl>\n            ) : null}\n            <TextField\n              size=\"small\"\n              value={search}\n              onChange={(event) => setSearch(event.target.value)}\n              placeholder=\"Search leads\"\n              slotProps={{\n                input: {\n                  startAdornment: (\n                    <InputAdornment position=\"start\">\n                      <MdiIcon path={mdiMagnify.path} size={0.8} />\n                    </InputAdornment>\n                  ),\n                },\n                htmlInput: { 'aria-label': 'Search leads', type: 'search' },\n              }}\n              sx={{ minWidth: 200 }}\n            />\n            <LeadImportButton hostId={hostId} />\n            <Button size=\"small\" onClick={handleExport} disabled={!rows.length}>\n              {'Export CSV'}\n            </Button>\n            <Button\n              size=\"small\"\n              variant=\"contained\"\n              onClick={() => setCreateOpen(true)}\n            >\n              {'New lead'}\n            </Button>\n          </Stack>\n        }\n        contentGutterX\n        contentGutterY\n      >\n        <Stack spacing={2}>\n          {/* Which surfaces file a lead, by name (AGL-2612) — under a site its own, at the org level every site's (AGL-2638). */}\n          {hostId ? (\n            <LeadSurfacesNote hostId={hostId} />\n          ) : (\n            <OrgLeadSurfacesNote />\n          )}\n          {status === 'success' && window.length === 0 ? (\n            <EmptyStateComponent\n              label={'No leads yet'}\n              description={\n                'Bookings and lead-routed forms on your site become leads on their own — or add one with New lead, or bring a list in with Import CSV.'\n              }\n            />\n          ) : status === 'success' && rows.length === 0 ? (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {`No ${LEAD_FILTER_LABELS[filter].toLowerCase()} leads` +\n                (search.trim() ? ` match “${search.trim()}”` : '') +\n                ` among the ${window.length.toLocaleString()} most recently seen.`}\n            </Typography>\n          ) : (\n            <>\n              <LeadsBulkBar\n                rows={rows}\n                selected={selectedIds}\n                onSelectedChange={setSelectedIds}\n                roster={roster}\n                csv={csvOptions}\n                orgId={orgId}\n                hostId={hostId}\n                org={org as Record<string, unknown> | undefined}\n              />\n              <CrmColumnOrderProvider value={grid.columnOrder}>\n                <ListTable\n                  rows={pageRows}\n                  columns={grid.columns}\n                  slots={CRM_LIST_SLOTS}\n                  selectable={{\n                    selected: selectedIds,\n                    onChange: setSelectedIds,\n                  }}\n                  loading={status === 'loading'}\n                  onOpen={(_id, row: LeadRow) =>\n                    router.push(\n                      routes.lead(row.leadId, hostId ? null : row.hostId),\n                    )\n                  }\n                  // Columns and sort are the view's, controlled (AGL-2617).\n                  columnVisibilityModel={grid.columnVisibilityModel}\n                  onColumnVisibilityModelChange={\n                    grid.onColumnVisibilityModelChange\n                  }\n                  sortModel={grid.sortModel}\n                  onSortModelChange={grid.onSortModelChange}\n                  // The search is the section's, above: the grid's own box\n                  // would search this page alone.\n                  quickFilter={false}\n                  // Paged by the footer below, so the grid must not also slice.\n                  hideFooter\n                />\n              </CrmColumnOrderProvider>\n              <ListPagination\n                page={page}\n                pageSize={pageSize}\n                rowCount={pageRows.length}\n                count={rows.length}\n                onPageChange={setPage}\n                onPageSizeChange={setPageSize}\n              />\n            </>\n          )}\n          {truncated ? (\n            <Alert severity=\"info\">\n              {`Showing the ${LEADS_WINDOW.toLocaleString()} most recently seen ` +\n                'leads. The search box and the status filter narrow these ' +\n                `${LEADS_WINDOW.toLocaleString()} only; older leads are still ` +\n                'listed in the Inbox and reached by campaign audiences.'}\n            </Alert>\n          ) : null}\n        </Stack>\n      </CardDisplay>\n      <NewLeadDrawer\n        open={createOpen}\n        onClose={() => setCreateOpen(false)}\n        hostId={hostId ?? null}\n        org={org as Record<string, unknown> | undefined}\n        busy={createBusy}\n        error={createError}\n        roster={roster}\n        orgId={orgId}\n        onSubmit={(values) => void handleCreate(values)}\n      />\n      <AssignOwnerDialog\n        lead={assigning}\n        roster={roster}\n        onClose={() => setAssigning(null)}\n        onAssign={(uid) => {\n          if (!assigning) return\n          void writeLead(\n            assigning,\n            { ownerUid: uid || deleteField() },\n            uid ? 'Owner assigned' : 'Owner cleared',\n          )\n          setAssigning(null)\n        }}\n      />\n      <LeadUnqualifyDialog\n        open={Boolean(unqualifying)}\n        onClose={() => setUnqualifying(null)}\n        hostId={unqualifying?.hostId ?? hostId ?? ''}\n        leadId={unqualifying?.leadId ?? ''}\n        leadLabel={String(\n          unqualifying?.['name'] || unqualifying?.['email'] || '',\n        )}\n      />\n      {/* The row's site, not the mounted one: at the organization level a\n          lead is its own site's record, and the conversion is that site's\n          capture (AGL-2641). Under a site the two are the same. */}\n      <LeadConvertDialog\n        open={Boolean(converting)}\n        onClose={() => setConverting(null)}\n        hostId={converting?.hostId ?? hostId ?? ''}\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={converting?.leadId ?? ''}\n        lead={converting ?? {}}\n        basePath={basePath ?? ''}\n        roster={roster}\n      />\n    </>\n  )\n}\nCrmLeadsSection.displayName = 'CrmLeadsSection'\n\n/**\n * The status, editable in place for a lead that is still open.\n *\n * A converted lead shows the chip alone: its status IS the conversion, and\n * the route stamped it. The select stops its click from reaching the row, or\n * every status change would also open the record.\n */\nfunction InlineStatus(props: {\n  lead: LeadRow\n  onChange: (next: CrmLeadStatus) => void\n}) {\n  const { lead, onChange } = props\n  if (lead.convertedContactId) {\n    return (\n      <Box sx={{ display: 'flex', alignItems: 'center', height: '100%' }}>\n        <LeadStatusChip lead={lead} />\n      </Box>\n    )\n  }\n  const status = Aglyn.crmLeadStatus(lead)\n  return (\n    <Box\n      onClick={(event) => event.stopPropagation()}\n      sx={{\n        display: 'flex',\n        alignItems: 'center',\n        height: '100%',\n        width: '100%',\n      }}\n    >\n      <Select\n        size=\"small\"\n        variant=\"standard\"\n        disableUnderline\n        value={status}\n        onChange={(event) => onChange(event.target.value as CrmLeadStatus)}\n        renderValue={() => <LeadStatusChip lead={lead} />}\n        sx={{ width: '100%' }}\n      >\n        <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n        <MenuItem value=\"working\">\n          {Aglyn.CRM_LEAD_STATUS_LABELS.working}\n        </MenuItem>\n        <MenuItem value=\"unqualified\">{`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}</MenuItem>\n      </Select>\n    </Box>\n  )\n}\nInlineStatus.displayName = 'InlineStatus'\n\n/** Hand a lead to a team member. */\nfunction AssignOwnerDialog(props: {\n  lead: LeadRow | null\n  roster: OrgMemberOptions\n  onClose: () => void\n  onAssign: (uid: string) => void\n}) {\n  const { lead, roster, onClose, onAssign } = props\n  const [uid, setUid] = useState<string | null>(null)\n  const current = uid ?? String(lead?.ownerUid ?? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/leads-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 * as Aglyn from '@aglyn/aglyn'\nimport type {\n  ConsolePluginPageProps,\n  CrmLeadFields,\n  CrmLeadStatus,\n} from '@aglyn/aglyn'\nimport {\n  mdiAccountArrowRight,\n  mdiAccountCancelOutline,\n  mdiAccountConvertOutline,\n  mdiAccountTieOutline,\n  mdiMagnify,\n} from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n  type OrgMemberOptions,\n  useOrgMemberOptions,\n} from '../hooks/use-org-member-options'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { customFieldColumns } from './contact-custom-columns'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport { useOrgLeads } from '../hooks/use-org-leads'\nimport CrmViewsControl from './crm-views-control'\nimport RowActionsMenu from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useHostCampaigns,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Box,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  FormControl,\n  InputAdornment,\n  InputLabel,\n  MenuItem,\n  Select,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport {\n  collection,\n  deleteField,\n  doc,\n  limit,\n  orderBy,\n  query,\n  serverTimestamp,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useId, useMemo, useState } from 'react'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  LEAD_FILTER_LABELS,\n  LEAD_EMAIL_FILTER_LABELS,\n  LEAD_EMAIL_FILTERS,\n  LEAD_FILTERS,\n  type LeadEmailFilter,\n  type LeadFilter,\n  leadMatchesCampaignFilter,\n  leadMatchesEmailFilter,\n  leadMatchesFilter,\n  leadMatchesSearch,\n} from '../model/lead-filters'\nimport { type LeadCsvOptions, leadsCsv } from '../model/leads-csv'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport {\n  leadSourceLabel,\n  leadSources,\n  leadTimeLabel,\n} from './lead-history-card'\nimport { LeadImportButton } from './lead-import-drawer'\nimport NewLeadDrawer, { type NewLeadValues } from './new-lead-drawer'\nimport { useCrmApi } from './use-crm-api'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { CONVERT_PENDING_ERASURE_REASON } from './lead-properties-card'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { LeadStatusChip } from './lead-status-chip'\nimport LeadSurfacesNote from './lead-surfaces-note'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport LeadsBulkBar from './leads-bulk-bar'\nimport OrgLeadSurfacesNote from './org-lead-surfaces-note'\n\n/**\n * How many leads the section reads: the newest by last seen, plus one probe\n * row so \"there are more\" is a fact rather than a guess at the boundary.\n *\n * A CEILING and a client-side filter rather than a paged status query, and\n * the reason is the lead documents themselves. Every lead the capture door\n * writes carries NO `status` — the field exists only once somebody in the\n * CRM has touched the lead — and Firestore cannot select documents by a\n * field's absence: `where('status','in',[…])`, `!=` and `not-in` all skip a\n * document without the field. A server-side \"open leads\" query would\n * therefore hide every lead nobody has worked yet, which is the entire\n * population the section exists to show on the day it ships. So the query\n * is the one order every lead can satisfy (`lastSeenAtMs`, stamped on every\n * capture), and the status filter narrows the loaded window — said out loud\n * beneath the table whenever the window is not the whole collection.\n *\n * The window is then PAGED in memory under the shared footer, the way the\n * workspace pickers page a slice of a window they cannot re-key: the rows\n * are already in the snapshot, so turning a page costs nothing, and the\n * footer's count is exact because it counts the filtered window rather than\n * a collection nobody has measured.\n */\nconst LEADS_WINDOW = 200\n\n/**\n * One row of the list. `$id` keys the grid and `leadId` names the document,\n * and they are the same value at both levels (AGL-3275).\n *\n * `$id` used to be `{hostId}/{leadId}` at the organization level, because a\n * lead's id is a person key and the same person met by two sites was two\n * documents carrying it — so the id alone could not key a list that spanned\n * sites. One org collection ends that, and the row no longer carries a site\n * at all: which sites hold this person is `capturedByHostIds`, a fact about\n * the person rather than part of their address.\n */\ntype LeadRow = Record<string, unknown> &\n  CrmLeadFields & { $id: string; leadId: string }\n\n/**\n * `/crm/leads` — the people a site has met but not yet qualified (AGL-2608).\n *\n * A section of its own, the way Salesforce keeps Leads apart from Contacts:\n * a lead is a capture — a form, a booking, a sign-up — that somebody has\n * still to work, and it converts into a contact, a company and a deal when\n * it is real. Reads `hosts/{hostId}/leads`, host-scoped by path, so there is\n * no `visibleTo` filter; the Firestore rules admit any member of the site to\n * read it and an admin, editor or author to update it, which is what makes\n * the inline status and owner changes client-direct writes.\n *\n * At the ORGANIZATION level (AGL-2630) there is no one site to read: the\n * section opens the same query under every site the org has (`useOrgLeads`)\n * and lists the merged window with a Site column, every row naming the site\n * its writes and its link go to. The per-site notes — which of a site's\n * forms file a lead — belong to a site's own hub and are not drawn here.\n */\nexport function CrmLeadsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const router = useRouter()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, createHostId } = useCrmScope({ hostId, org })\n  const mount = useCrmOrgMount()\n  const roster = useOrgMemberOptions(orgId)\n  // The org's lead fields, for the optional columns below (AGL-3272).\n  const leadFields = useContactFieldDefinitions(orgId, 'lead')\n  const routes = crmRoutes(basePath ?? '')\n\n  // Under a site: the site's own window, rows keyed by document id.\n  const site = useFirestoreCollection<\n    Record<string, unknown> & CrmLeadFields & { $id: string }\n  >(\n    () =>\n      hostId\n        ? query(\n            collection(firestore, 'hosts', hostId, 'leads'),\n            orderBy('lastSeenAtMs', 'desc'),\n            limit(LEADS_WINDOW + 1),\n          )\n        : null,\n    [firestore, hostId],\n    { idField: '$id' },\n  )\n  // At the organization level: every site's window, merged.\n  const orgHostIds = useMemo(\n    () => (hostId ? [] : (mount?.hosts ?? []).map((host) => host.id)),\n    [hostId, mount?.hosts],\n  )\n  /*\n   * ONE LISTENER (AGL-3275), where this used to fan out across the org's\n   * sites and merge. At the organization level an org-wide member reads with\n   * no scope clause, which is what `visibleTo: null` asks for.\n   */\n  const orgLeads = useOrgLeads({\n    orgId,\n    visibleTo: null,\n    windowSize: LEADS_WINDOW,\n  })\n  const leadDocs = useMemo<LeadRow[]>(\n    () =>\n      hostId\n        ? site.data.map((row) => ({ ...row, leadId: row.$id }))\n        : orgLeads.data,\n    [hostId, site.data, orgLeads.data],\n  )\n  const status = hostId\n    ? site.status\n    : mount?.hostsReady && !orgHostIds.length\n      ? 'success'\n      : orgLeads.status\n  const truncated = hostId ? leadDocs.length > LEADS_WINDOW : orgLeads.truncated\n  const window = useMemo(() => leadDocs.slice(0, LEADS_WINDOW), [leadDocs])\n\n  /*\n   * The `Show` filter is the saved VIEW'S (AGL-2617): a saved view of leads\n   * holds the status beside the columns and the sort, and the select below\n   * writes into it. Unset reads as `open`, which is what the section opened\n   * on before views existed and the one reading a query cannot express.\n   */\n  const views = useCrmSavedView({\n    section: 'leads',\n    hostId,\n    org: props.org,\n    basePath: basePath ?? '',\n  })\n  const filter: LeadFilter = useMemo(() => {\n    const value = views.state.filters.find(\n      (clause) => clause.field === 'status',\n    )?.value\n    return (LEAD_FILTERS as readonly string[]).includes(value ?? '')\n      ? (value as LeadFilter)\n      : 'open'\n  }, [views.state.filters])\n  /*\n   * The `Email` filter (AGL-3245) is the view's too, as an `emailState`\n   * clause beside the status one. Each setter keeps the other's clause:\n   * narrowing to bounced leads does not reopen the unqualified ones.\n   */\n  const emailFilter: LeadEmailFilter = useMemo(() => {\n    const value = views.state.filters.find(\n      (clause) => clause.field === 'emailState',\n    )?.value\n    return (LEAD_EMAIL_FILTERS as readonly string[]).includes(value ?? '')\n      ? (value as LeadEmailFilter)\n      : 'any'\n  }, [views.state.filters])\n  const setFilter = useCallback(\n    (next: LeadFilter) =>\n      views.setFilters([\n        ...views.state.filters.filter((clause) => clause.field !== 'status'),\n        ...(next === 'open'\n          ? []\n          : [{ field: 'status', op: 'equals', value: next }]),\n      ]),\n    [views.setFilters, views.state.filters],\n  )\n  const setEmailFilter = useCallback(\n    (next: LeadEmailFilter) =>\n      views.setFilters([\n        ...views.state.filters.filter(\n          (clause) => clause.field !== 'emailState',\n        ),\n        ...(next === 'any'\n          ? []\n          : [{ field: 'emailState', op: 'equals', value: next }]),\n      ]),\n    [views.setFilters, views.state.filters],\n  )\n  /*\n   * The `Campaign` filter (AGL-3254) is the view's too, as a `campaignIds`\n   * clause: the id of one of the site's campaign containers, resolved to\n   * its name from the containers themselves — ids only in storage, so a\n   * renamed campaign keeps its leads. Under a site alone: a campaign\n   * belongs to one site, and the organization-level list spans them all.\n   */\n  const campaignFilter = useMemo(\n    () =>\n      views.state.filters.find((clause) => clause.field === 'campaignIds')\n        ?.value ?? '',\n    [views.state.filters],\n  )\n  const setCampaignFilter = useCallback(\n    (next: string) =>\n      views.setFilters([\n        ...views.state.filters.filter(\n          (clause) => clause.field !== 'campaignIds',\n        ),\n        ...(next\n          ? [{ field: 'campaignIds', op: 'contains', value: next }]\n          : []),\n      ]),\n    [views.setFilters, views.state.filters],\n  )\n  const campaigns = useHostCampaigns(hostId, { enabled: Boolean(hostId) })\n  const campaignName = useCallback(\n    (id: string) =>\n      campaigns.options.find((option) => option.value === id)?.label ?? id,\n    [campaigns.options],\n  )\n  // The label's id, so the filter's combobox is named \"Show\" rather than\n  // after the option it shows — see `LeadOwnerSelect`.\n  const filterLabelId = useId()\n  const emailFilterLabelId = useId()\n  const campaignFilterLabelId = useId()\n  /*\n   * The search box is the SECTION'S, not the grid's (AGL-3246). The grid's\n   * quick filter runs over the rows the grid holds, and the grid holds one\n   * PAGE of the window — so a lead on page three answered \"no match\" while\n   * the footer below went on counting the unfiltered window. The term\n   * narrows the whole loaded window here, beside the status filter and\n   * before the footer's count and the page slice, over the fields a person\n   * types to find a lead: name, email, company, title and tags.\n   */\n  const [search, setSearch] = useState('')\n  const rows = useMemo(\n    () =>\n      window.filter(\n        (lead) =>\n          leadMatchesFilter(lead, filter) &&\n          leadMatchesEmailFilter(lead, emailFilter) &&\n          leadMatchesCampaignFilter(lead, campaignFilter) &&\n          leadMatchesSearch(lead, search),\n      ),\n    [window, filter, emailFilter, campaignFilter, search],\n  )\n  const [page, setPage] = useState(0)\n  const [pageSize, setPageSize] = useState(TABLE_PAGE_SIZE_DEFAULT)\n  // A new filter or search term starts on page one: page three of the open\n  // leads is not a page of the unqualified ones, and an out-of-range page\n  // renders empty.\n  useEffect(() => {\n    setPage(0)\n  }, [filter, emailFilter, campaignFilter, search])\n  const pageRows = useMemo(\n    () => rows.slice(page * pageSize, (page + 1) * pageSize),\n    [rows, page, pageSize],\n  )\n\n  /*\n   * The ticked rows, for the bulk bar (AGL-2662). Cleared when the filter or\n   * the search term changes: a selection made on the open leads is not a\n   * selection of the unqualified ones, and the bar's count would be over\n   * rows no longer listed.\n   */\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  useEffect(\n    () => setSelectedIds([]),\n    [filter, emailFilter, campaignFilter, search],\n  )\n  // How the file names the owner and, at the org level, the site.\n  const csvOptions: LeadCsvOptions = useMemo(\n    () => ({\n      ownerEmail: roster.emailFor,\n      ...(hostId ? {} : { siteName: (id: string) => mount?.siteName(id) }),\n    }),\n    [roster.emailFor, hostId, mount],\n  )\n  // The listed window — every row the filter and the search admit, not just\n  // the page.\n  const handleExport = useCallback(() => {\n    downloadTextFile('leads.csv', 'text/csv', leadsCsv(rows, csvOptions))\n  }, [rows, csvOptions])\n\n  const [assigning, setAssigning] = useState<LeadRow | null>(null)\n  const [unqualifying, setUnqualifying] = useState<LeadRow | null>(null)\n  // The row whose conversion dialog is open (AGL-2641) — the same dialog\n  // the lead's page opens, fed the row so the list is one click shorter.\n  const [converting, setConverting] = useState<LeadRow | null>(null)\n\n  /*==========================================\n   * NEW LEAD (AGL-3231) — Salesforce's New Lead, in a drawer over the\n   * list. The route files the lead through the one lead door under the\n   * mounted site, or at the organization level under the site the drawer's\n   * picker named; the drawer holds its submit until one is known. It makes\n   * a lead and nothing else — the conversion is what makes the contact.\n   *=========================================*/\n  const crmApi = useCrmApi(createHostId)\n  const [createOpen, setCreateOpen] = useState(false)\n  const [createBusy, setCreateBusy] = useState(false)\n  const [createError, setCreateError] = useState<string | null>(null)\n  const handleCreate = useCallback(\n    async (values: NewLeadValues) => {\n      setCreateBusy(true)\n      setCreateError(null)\n      try {\n        const { response, payload } = await crmApi('leads-create', {\n          email: values.email,\n          ...(values.name ? { name: values.name } : {}),\n          ...(values.company ? { company: values.company } : {}),\n          ...(values.jobTitle ? { jobTitle: values.jobTitle } : {}),\n          ...(values.phone ? { phone: values.phone } : {}),\n          ...(values.website ? { website: values.website } : {}),\n          ...(values.leadSource ? { leadSource: values.leadSource } : {}),\n          ...(values.address ? { address: values.address } : {}),\n          ...(values.tags.length ? { tags: values.tags } : {}),\n          ...(values.campaignIds.length\n            ? { campaignIds: values.campaignIds }\n            : {}),\n          ...(values.ownerUid ? { ownerUid: values.ownerUid } : {}),\n          ...(values.notes ? { notes: values.notes } : {}),\n          // The org's own lead fields (AGL-3272), sent only when one was\n          // filled — the route reads the definitions to judge the map, and\n          // a body without it pays for no read.\n          ...(values.custom ? { custom: values.custom } : {}),\n          status: values.status,\n        })\n        if (!response.ok) {\n          // The route's own sentence, shown above the form unchanged.\n          setCreateError(\n            String(payload['error'] ?? 'The lead could not be added.'),\n          )\n          return\n        }\n        // The activity entry is the route's: it verified the caller and\n        // performed the write.\n        enqueueSnackbar(\n          payload['created']\n            ? 'Lead added'\n            : 'This site already held a lead for that address — it was updated',\n          { variant: 'success', persist: false },\n        )\n        setCreateOpen(false)\n      } catch (error) {\n        console.error(error)\n        setCreateError('The lead could not be added.')\n      } finally {\n        setCreateBusy(false)\n      }\n    },\n    [crmApi, enqueueSnackbar],\n  )\n\n  const writeLead = useCallback(\n    async (lead: LeadRow, fields: Record<string, unknown>, done: string) => {\n      try {\n        await updateDoc(\n          doc(firestore, 'orgs', orgId, 'leads', lead.leadId),\n          {\n            ...fields,\n            updatedAt: serverTimestamp(),\n          },\n        )\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error\n            ? error.message\n            : 'The lead could not be updated.',\n          { variant: 'error' },\n        )\n      }\n    },\n    [firestore, enqueueSnackbar],\n  )\n\n  const columns = useMemo<GridColDef[]>(\n    () => [\n      {\n        field: 'name',\n        headerName: 'Lead',\n        flex: 1.4,\n        minWidth: 160,\n        valueGetter: (_value, row: LeadRow) =>\n          String(row['name'] || row['email'] || ''),\n        renderCell: ({ row }: { row: LeadRow }) => (\n          <Stack\n            spacing={0}\n            sx={{ minWidth: 0, justifyContent: 'center', height: '100%' }}\n          >\n            <Typography variant=\"body2\" noWrap>\n              {String(row['name'] || row['email'] || row.$id)}\n            </Typography>\n            {row['name'] ? (\n              <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n                {String(row['email'] ?? '')}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      // The lead's own profile (AGL-3231): the two facts a work queue is\n      // scanned by, beside the person.\n      {\n        field: 'company',\n        headerName: 'Company',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) => String(row.company ?? ''),\n      },\n      {\n        field: 'jobTitle',\n        headerName: 'Title',\n        flex: 0.9,\n        minWidth: 130,\n        valueGetter: (_value, row: LeadRow) => String(row.jobTitle ?? ''),\n      },\n      {\n        field: 'status',\n        headerName: 'Status',\n        flex: 0.9,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => Aglyn.crmLeadStatus(row),\n        renderCell: ({ row }: { row: LeadRow }) => (\n          <InlineStatus\n            lead={row}\n            onChange={(next) => {\n              if (next === 'unqualified') {\n                setUnqualifying(row)\n                return\n              }\n              void writeLead(\n                row,\n                {\n                  status: next,\n                  ...(Aglyn.crmLeadStatus(row) === 'unqualified'\n                    ? { unqualifiedReason: deleteField() }\n                    : {}),\n                },\n                'Status updated',\n              )\n            }}\n          />\n        ),\n      },\n      {\n        /*\n         * The verdict on the address (AGL-3245): the chip the lead's page\n         * carries, so a bounced lead is told apart in the queue it is worked\n         * from; its label for the sort and the export.\n         */\n        field: 'emailState',\n        headerName: 'Email',\n        flex: 0.9,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? Aglyn.EMAIL_STATE_LABELS[state.status] : ''\n        },\n        renderCell: ({ row }: { row: LeadRow }) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? (\n            <CrmEmailStateChip state={state} />\n          ) : (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          )\n        },\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) =>\n          row.ownerUid ? roster.labelFor(row.ownerUid) : 'Unassigned',\n      },\n      // Only at the organization level, where a row can be any site's.\n      ...(hostId\n        ? []\n        : [\n            {\n              field: 'hostId',\n              headerName: 'Site',\n              flex: 0.9,\n              minWidth: 140,\n              /*\n               * KNOWN BY, not \"the site\" (AGL-3275). A lead is one org row\n               * and several sites in a consent group can hold the same\n               * person, so this names every site that captured them — the\n               * answer the Contacts list has always given in its own column.\n               */\n              valueGetter: (_value: unknown, row: LeadRow) => {\n                const held = Array.isArray(row['capturedByHostIds'])\n                  ? (row['capturedByHostIds'] as string[])\n                  : []\n                return held.map((id) => mount?.siteName(id) ?? id).join(', ')\n              },\n            } satisfies GridColDef,\n          ]),\n      {\n        field: 'sources',\n        headerName: 'Source',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) =>\n          leadSources(row).map(leadSourceLabel).join(', '),\n      },\n      {\n        field: 'tags',\n        headerName: 'Tags',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) => (row.tags ?? []).join(', '),\n      },\n      // The campaigns the lead is filed under (AGL-3254), by name — the\n      // ids are the storage. Under a site only, like the filter.\n      ...(hostId\n        ? [\n            {\n              field: 'campaignIds',\n              headerName: 'Campaign',\n              flex: 1,\n              minWidth: 150,\n              valueGetter: (_value: unknown, row: LeadRow) =>\n                Aglyn.readCampaignIds(row).map(campaignName).join(', '),\n            } satisfies GridColDef,\n          ]\n        : []),\n      {\n        field: 'lastSeenAtMs',\n        headerName: 'Last seen',\n        flex: 0.9,\n        minWidth: 160,\n        valueGetter: (_value, row: LeadRow) =>\n          leadTimeLabel(row['lastSeenAtMs'] ?? row['createdAt']),\n      },\n      // The org's lead fields as optional columns (AGL-3272), read off the\n      // row's own `custom` map the way the contacts list reads its own.\n      // Ahead of the row menu, so the overflow stays at the right edge\n      // however many fields the org has defined.\n      ...customFieldColumns(leadFields.active),\n      {\n        field: 'actions',\n        headerName: '',\n        width: 56,\n        sortable: false,\n        filterable: false,\n        disableColumnMenu: true,\n        renderCell: ({ row }: { row: LeadRow }) => {\n          /*\n           * Why Convert is refused, in the order the lead's page refuses it:\n           * a converted lead has its contact already, a closed one was\n           * judged not real, and a person with an erasure pending must not\n           * be captured again — a conversion is a capture (AGL-2623).\n           */\n          const converted = Boolean(row.convertedContactId)\n          const erasurePending = Aglyn.readErasureRequestedAtMs(row) !== null\n          const convertRefusal = converted\n            ? 'This lead was converted'\n            : !Aglyn.isCrmLeadOpen(row)\n              ? 'This lead was unqualified'\n              : erasurePending\n                ? CONVERT_PENDING_ERASURE_REASON\n                : null\n          return (\n            <Box\n              onClick={(event) => event.stopPropagation()}\n              sx={{ display: 'flex', alignItems: 'center', height: '100%' }}\n            >\n              <RowActionsMenu\n                label={String(row['email'] ?? row.$id)}\n                items={[\n                  {\n                    key: 'open',\n                    label: 'Open lead',\n                    icon: (\n                      <MdiIcon path={mdiAccountArrowRight.path} size={0.8} />\n                    ),\n                    href: routes.lead(row.leadId),\n                  },\n                  {\n                    key: 'convert',\n                    label: 'Convert…',\n                    icon: (\n                      <MdiIcon\n                        path={mdiAccountConvertOutline.path}\n                        size={0.8}\n                      />\n                    ),\n                    onClick: () => setConverting(row),\n                    disabled: convertRefusal !== null,\n                    disabledReason: convertRefusal ?? undefined,\n                  },\n                  {\n                    key: 'assign',\n                    label: 'Assign owner',\n                    icon: (\n                      <MdiIcon path={mdiAccountTieOutline.path} size={0.8} />\n                    ),\n                    onClick: () => setAssigning(row),\n                  },\n                  {\n                    key: 'unqualify',\n                    label: 'Unqualify',\n                    icon: (\n                      <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />\n                    ),\n                    onClick: () => setUnqualifying(row),\n                    disabled:\n                      !Aglyn.isCrmLeadOpen(row) ||\n                      Boolean(row.convertedContactId),\n                    disabledReason: row.convertedContactId\n                      ? 'This lead was converted'\n                      : 'This lead is already closed',\n                  },\n                ]}\n              />\n            </Box>\n          )\n        },\n      },\n    ],\n    [roster, routes, writeLead, hostId, mount, campaignName, leadFields.active],\n  )\n  /* The column and sort models are the view's (AGL-2617). */\n  const grid = useCrmViewGrid(views, columns)\n\n  return (\n    <>\n      <CardDisplay\n        header={'Leads'}\n        help={Aglyn.pluginDocsHelp('contacts', {\n          anchor: '#whats-in-the-crm-area',\n        })}\n        actions={\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            {/* The saved view this list is showing, beside the status it narrows to (AGL-2617). */}\n            <CrmViewsControl controller={views} allLabel=\"All leads\" />\n            <FormControl size=\"small\" sx={{ minWidth: 160 }}>\n              <InputLabel id={filterLabelId}>{'Show'}</InputLabel>\n              <Select\n                labelId={filterLabelId}\n                label=\"Show\"\n                value={filter}\n                onChange={(event) =>\n                  setFilter(event.target.value as LeadFilter)\n                }\n              >\n                {LEAD_FILTERS.map((option) => (\n                  <MenuItem key={option} value={option}>\n                    {LEAD_FILTER_LABELS[option]}\n                  </MenuItem>\n                ))}\n              </Select>\n            </FormControl>\n            {/* The verdict on the address (AGL-3245): the bounced, the blocked, the ones who left. */}\n            <FormControl size=\"small\" sx={{ minWidth: 160 }}>\n              <InputLabel id={emailFilterLabelId}>{'Email'}</InputLabel>\n              <Select\n                labelId={emailFilterLabelId}\n                label=\"Email\"\n                value={emailFilter}\n                onChange={(event) =>\n                  setEmailFilter(event.target.value as LeadEmailFilter)\n                }\n              >\n                {LEAD_EMAIL_FILTERS.map((option) => (\n                  <MenuItem key={option} value={option}>\n                    {LEAD_EMAIL_FILTER_LABELS[option]}\n                  </MenuItem>\n                ))}\n              </Select>\n            </FormControl>\n            {/* The campaign the lead is filed under (AGL-3254): the site's containers, by name. */}\n            {hostId ? (\n              <FormControl size=\"small\" sx={{ minWidth: 180 }}>\n                <InputLabel id={campaignFilterLabelId} shrink>\n                  {'Campaign'}\n                </InputLabel>\n                <Select\n                  labelId={campaignFilterLabelId}\n                  label=\"Campaign\"\n                  notched\n                  value={campaignFilter}\n                  onChange={(event) =>\n                    setCampaignFilter(String(event.target.value))\n                  }\n                  displayEmpty\n                >\n                  <MenuItem value=\"\">{'Any campaign'}</MenuItem>\n                  {campaigns.options.map((option) => (\n                    <MenuItem key={option.value} value={option.value}>\n                      {option.label}\n                    </MenuItem>\n                  ))}\n                  {/* A stored filter naming a campaign the site no longer lists stays selectable, by id, so it can be cleared. */}\n                  {campaignFilter &&\n                  !campaigns.options.some(\n                    (option) => option.value === campaignFilter,\n                  ) ? (\n                    <MenuItem value={campaignFilter}>{campaignFilter}</MenuItem>\n                  ) : null}\n                </Select>\n              </FormControl>\n            ) : null}\n            <TextField\n              size=\"small\"\n              value={search}\n              onChange={(event) => setSearch(event.target.value)}\n              placeholder=\"Search leads\"\n              slotProps={{\n                input: {\n                  startAdornment: (\n                    <InputAdornment position=\"start\">\n                      <MdiIcon path={mdiMagnify.path} size={0.8} />\n                    </InputAdornment>\n                  ),\n                },\n                htmlInput: { 'aria-label': 'Search leads', type: 'search' },\n              }}\n              sx={{ minWidth: 200 }}\n            />\n            <LeadImportButton hostId={hostId} />\n            <Button size=\"small\" onClick={handleExport} disabled={!rows.length}>\n              {'Export CSV'}\n            </Button>\n            <Button\n              size=\"small\"\n              variant=\"contained\"\n              onClick={() => setCreateOpen(true)}\n            >\n              {'New lead'}\n            </Button>\n          </Stack>\n        }\n        contentGutterX\n        contentGutterY\n      >\n        <Stack spacing={2}>\n          {/* Which surfaces file a lead, by name (AGL-2612) — under a site its own, at the org level every site's (AGL-2638). */}\n          {hostId ? (\n            <LeadSurfacesNote hostId={hostId} />\n          ) : (\n            <OrgLeadSurfacesNote />\n          )}\n          {status === 'success' && window.length === 0 ? (\n            <EmptyStateComponent\n              label={'No leads yet'}\n              description={\n                'Bookings and lead-routed forms on your site become leads on their own — or add one with New lead, or bring a list in with Import CSV.'\n              }\n            />\n          ) : status === 'success' && rows.length === 0 ? (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {`No ${LEAD_FILTER_LABELS[filter].toLowerCase()} leads` +\n                (search.trim() ? ` match “${search.trim()}”` : '') +\n                ` among the ${window.length.toLocaleString()} most recently seen.`}\n            </Typography>\n          ) : (\n            <>\n              <LeadsBulkBar\n                rows={rows}\n                selected={selectedIds}\n                onSelectedChange={setSelectedIds}\n                roster={roster}\n                csv={csvOptions}\n                orgId={orgId}\n                hostId={hostId}\n                org={org as Record<string, unknown> | undefined}\n              />\n              <CrmColumnOrderProvider value={grid.columnOrder}>\n                <ListTable\n                  rows={pageRows}\n                  columns={grid.columns}\n                  slots={CRM_LIST_SLOTS}\n                  selectable={{\n                    selected: selectedIds,\n                    onChange: setSelectedIds,\n                  }}\n                  loading={status === 'loading'}\n                  onOpen={(_id, row: LeadRow) =>\n                    router.push(\n                      routes.lead(row.leadId),\n                    )\n                  }\n                  // Columns and sort are the view's, controlled (AGL-2617).\n                  columnVisibilityModel={grid.columnVisibilityModel}\n                  onColumnVisibilityModelChange={\n                    grid.onColumnVisibilityModelChange\n                  }\n                  sortModel={grid.sortModel}\n                  onSortModelChange={grid.onSortModelChange}\n                  // The search is the section's, above: the grid's own box\n                  // would search this page alone.\n                  quickFilter={false}\n                  // Paged by the footer below, so the grid must not also slice.\n                  hideFooter\n                />\n              </CrmColumnOrderProvider>\n              <ListPagination\n                page={page}\n                pageSize={pageSize}\n                rowCount={pageRows.length}\n                count={rows.length}\n                onPageChange={setPage}\n                onPageSizeChange={setPageSize}\n              />\n            </>\n          )}\n          {truncated ? (\n            <Alert severity=\"info\">\n              {`Showing the ${LEADS_WINDOW.toLocaleString()} most recently seen ` +\n                'leads. The search box and the status filter narrow these ' +\n                `${LEADS_WINDOW.toLocaleString()} only; older leads are still ` +\n                'listed in the Inbox and reached by campaign audiences.'}\n            </Alert>\n          ) : null}\n        </Stack>\n      </CardDisplay>\n      <NewLeadDrawer\n        open={createOpen}\n        onClose={() => setCreateOpen(false)}\n        hostId={hostId ?? null}\n        org={org as Record<string, unknown> | undefined}\n        busy={createBusy}\n        error={createError}\n        roster={roster}\n        orgId={orgId}\n        onSubmit={(values) => void handleCreate(values)}\n      />\n      <AssignOwnerDialog\n        lead={assigning}\n        roster={roster}\n        onClose={() => setAssigning(null)}\n        onAssign={(uid) => {\n          if (!assigning) return\n          void writeLead(\n            assigning,\n            { ownerUid: uid || deleteField() },\n            uid ? 'Owner assigned' : 'Owner cleared',\n          )\n          setAssigning(null)\n        }}\n      />\n      <LeadUnqualifyDialog\n        open={Boolean(unqualifying)}\n        onClose={() => setUnqualifying(null)}\n        hostId={hostId ?? ''}\n        leadId={unqualifying?.leadId ?? ''}\n        leadLabel={String(\n          unqualifying?.['name'] || unqualifying?.['email'] || '',\n        )}\n      />\n      {/* The site the conversion is filed as (AGL-2641), which since\n          AGL-3275 is the first site that captured this person rather than\n          \"the site the row lives under\" — a lead shared by a consent group\n          lives under none of them in particular. Under a site the mounted\n          one is used, and the two agree for every single-brand org. */}\n      <LeadConvertDialog\n        open={Boolean(converting)}\n        onClose={() => setConverting(null)}\n        hostId={\n          hostId ??\n          (Array.isArray(converting?.['capturedByHostIds'])\n            ? String((converting['capturedByHostIds'] as string[])[0] ?? '')\n            : '')\n        }\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={converting?.leadId ?? ''}\n        lead={converting ?? {}}\n        basePath={basePath ?? ''}\n        roster={roster}\n      />\n    </>\n  )\n}\nCrmLeadsSection.displayName = 'CrmLeadsSection'\n\n/**\n * The status, editable in place for a lead that is still open.\n *\n * A converted lead shows the chip alone: its status IS the conversion, and\n * the route stamped it. 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String(lead?.ownerUid ?? 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package/src/lib/components/reports/lead-counts.d.ts

@@ -19,14 +19,21 @@ import { type Firestore } from 'firebase/firestore';
  * THE LEADS STILL TO WORK, a site at a time (AGL-2624, across sites since
  * AGL-2634).
  *
- * A lead lives under its site — `hosts/{hostId}/leads`, private by path —
- * so there is no org-level collection to count and no `orgId` on the
- * document to group by. The one figure is two server counts per site and
- * a subtraction: every lead, less the closed ones, because a lead nobody
+ * ONE PAIR OF COUNTS, not one pair per site (AGL-3275).
+ *
+ * This fanned out across the org's sites and summed, because a lead lived at
+ * `hosts/{hostId}/leads` and each site's collection was disjoint from every
+ * other's. On the org they share one collection, and a lead two brands both
+ * hold would be counted once for each of them — so the sum would report a
+ * multi-brand org more open leads than it has. A single scoped count cannot
+ * double-count, and costs two reads instead of two per site.
+ *
+ * The figure is still every lead less the closed ones, because a lead nobody
  * has touched carries no status and Firestore cannot select on a field's
- * absence (`openLeadsFromCounts`). Handed one site this is the glance
- * card's figure as it always was; handed the org's sites it is the org
- * level's total, and the fan-out is bounded by the org's site list rather
- * than by the data.
+ * absence (`openLeadsFromCounts`).
+ *
+ * `visibleTo` is the scope clause: a site's tokens for the glance card, and
+ * `null` at the organization level, where an org-wide member's reads carry no
+ * clause at all.
  */
-export declare function openLeadsAcrossSites(firestore: Firestore, hostIds: readonly string[]): Promise<number>;
+export declare function openLeadsForScope(firestore: Firestore, orgId: string, visibleTo: readonly string[] | null): Promise<number>;

package/src/lib/components/reports/lead-counts.js

@@ -19,26 +19,37 @@ import { collection, getCountFromServer, query, where } from "firebase/firestore
  * THE LEADS STILL TO WORK, a site at a time (AGL-2624, across sites since
  * AGL-2634).
  *
- * A lead lives under its site — `hosts/{hostId}/leads`, private by path —
- * so there is no org-level collection to count and no `orgId` on the
- * document to group by. The one figure is two server counts per site and
- * a subtraction: every lead, less the closed ones, because a lead nobody
+ * ONE PAIR OF COUNTS, not one pair per site (AGL-3275).
+ *
+ * This fanned out across the org's sites and summed, because a lead lived at
+ * `hosts/{hostId}/leads` and each site's collection was disjoint from every
+ * other's. On the org they share one collection, and a lead two brands both
+ * hold would be counted once for each of them — so the sum would report a
+ * multi-brand org more open leads than it has. A single scoped count cannot
+ * double-count, and costs two reads instead of two per site.
+ *
+ * The figure is still every lead less the closed ones, because a lead nobody
  * has touched carries no status and Firestore cannot select on a field's
- * absence (`openLeadsFromCounts`). Handed one site this is the glance
- * card's figure as it always was; handed the org's sites it is the org
- * level's total, and the fan-out is bounded by the org's site list rather
- * than by the data.
- */ export async function openLeadsAcrossSites(firestore, hostIds) {
+ * absence (`openLeadsFromCounts`).
+ *
+ * `visibleTo` is the scope clause: a site's tokens for the glance card, and
+ * `null` at the organization level, where an org-wide member's reads carry no
+ * clause at all.
+ */ export async function openLeadsForScope(firestore, orgId, visibleTo) {
     const countOf = (target)=>getCountFromServer(target).then((snapshot)=>snapshot.data().count);
-    const perSite = await Promise.all(hostIds.map(async (hostId)=>{
-        const leads = collection(firestore, 'hosts', hostId, 'leads');
-        const [total, closed] = await Promise.all([
-            countOf(query(leads)),
-            countOf(query(leads, where('status', 'in', CRM_LEAD_CLOSED_STATUSES)))
-        ]);
-        return openLeadsFromCounts(total, closed);
-    }));
-    return perSite.reduce((sum, count)=>sum + count, 0);
+    const leads = collection(firestore, 'orgs', orgId, 'leads');
+    // An `array-contains-any` over nothing is a query Firestore refuses.
+    if (visibleTo && !visibleTo.length) return 0;
+    const scope = visibleTo ? [
+        where('visibleTo', 'array-contains-any', [
+            ...visibleTo
+        ])
+    ] : [];
+    const [total, closed] = await Promise.all([
+        countOf(query(leads, ...scope)),
+        countOf(query(leads, ...scope, where('status', 'in', CRM_LEAD_CLOSED_STATUSES)))
+    ]);
+    return openLeadsFromCounts(total, closed);
 }
 
 //# sourceMappingURL=lead-counts.js.map

package/src/lib/components/reports/lead-counts.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/lead-counts.ts"],"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\nimport { CRM_LEAD_CLOSED_STATUSES, openLeadsFromCounts } from '@aglyn/aglyn'\nimport {\n  collection,\n  type Firestore,\n  getCountFromServer,\n  query,\n  where,\n} from 'firebase/firestore'\n\n/**\n * THE LEADS STILL TO WORK, a site at a time (AGL-2624, across sites since\n * AGL-2634).\n *\n * A lead lives under its site — `hosts/{hostId}/leads`, private by path —\n * so there is no org-level collection to count and no `orgId` on the\n * document to group by. The one figure is two server counts per site and\n * a subtraction: every lead, less the closed ones, because a lead nobody\n * has touched carries no status and Firestore cannot select on a field's\n * absence (`openLeadsFromCounts`). Handed one site this is the glance\n * card's figure as it always was; handed the org's sites it is the org\n * level's total, and the fan-out is bounded by the org's site list rather\n * than by the data.\n */\nexport async function openLeadsAcrossSites(\n  firestore: Firestore,\n  hostIds: readonly string[],\n): Promise<number> {\n  const countOf = (target: ReturnType<typeof query>) =>\n    getCountFromServer(target).then((snapshot) => snapshot.data().count)\n  const perSite = await Promise.all(\n    hostIds.map(async (hostId) => {\n      const leads = collection(firestore, 'hosts', hostId, 'leads')\n      const [total, closed] = await Promise.all([\n        countOf(query(leads)),\n        countOf(query(leads, where('status', 'in', CRM_LEAD_CLOSED_STATUSES))),\n      ])\n      return openLeadsFromCounts(total, closed)\n    }),\n  )\n  return perSite.reduce((sum, count) => sum + count, 0)\n}\n"],"names":["CRM_LEAD_CLOSED_STATUSES","openLeadsFromCounts","collection","getCountFromServer","query","where","openLeadsAcrossSites","firestore","hostIds","countOf","target","then","snapshot","data","count","perSite","Promise","all","map","hostId","leads","total","closed","reduce","sum"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,wBAAwB,EAAEC,mBAAmB,QAAQ,eAAc;AAC5E,SACEC,UAAU,EAEVC,kBAAkB,EAClBC,KAAK,EACLC,KAAK,QACA,qBAAoB;AAE3B;;;;;;;;;;;;;CAaC,GACD,OAAO,eAAeC,qBACpBC,SAAoB,EACpBC,OAA0B;IAE1B,MAAMC,UAAU,CAACC,SACfP,mBAAmBO,QAAQC,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK;IACrE,MAAMC,UAAU,MAAMC,QAAQC,GAAG,CAC/BT,QAAQU,GAAG,CAAC,OAAOC;QACjB,MAAMC,QAAQlB,WAAWK,WAAW,SAASY,QAAQ;QACrD,MAAM,CAACE,OAAOC,OAAO,GAAG,MAAMN,QAAQC,GAAG,CAAC;YACxCR,QAAQL,MAAMgB;YACdX,QAAQL,MAAMgB,OAAOf,MAAM,UAAU,MAAML;SAC5C;QACD,OAAOC,oBAAoBoB,OAAOC;IACpC;IAEF,OAAOP,QAAQQ,MAAM,CAAC,CAACC,KAAKV,QAAUU,MAAMV,OAAO;AACrD"}
+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/lead-counts.ts"],"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\nimport { CRM_LEAD_CLOSED_STATUSES, openLeadsFromCounts } from '@aglyn/aglyn'\nimport {\n  collection,\n  type Firestore,\n  getCountFromServer,\n  query,\n  where,\n} from 'firebase/firestore'\n\n/**\n * THE LEADS STILL TO WORK, a site at a time (AGL-2624, across sites since\n * AGL-2634).\n *\n * ONE PAIR OF COUNTS, not one pair per site (AGL-3275).\n *\n * This fanned out across the org's sites and summed, because a lead lived at\n * `hosts/{hostId}/leads` and each site's collection was disjoint from every\n * other's. On the org they share one collection, and a lead two brands both\n * hold would be counted once for each of them — so the sum would report a\n * multi-brand org more open leads than it has. A single scoped count cannot\n * double-count, and costs two reads instead of two per site.\n *\n * The figure is still every lead less the closed ones, because a lead nobody\n * has touched carries no status and Firestore cannot select on a field's\n * absence (`openLeadsFromCounts`).\n *\n * `visibleTo` is the scope clause: a site's tokens for the glance card, and\n * `null` at the organization level, where an org-wide member's reads carry no\n * clause at all.\n */\nexport async function openLeadsForScope(\n  firestore: Firestore,\n  orgId: string,\n  visibleTo: readonly string[] | null,\n): Promise<number> {\n  const countOf = (target: ReturnType<typeof query>) =>\n    getCountFromServer(target).then((snapshot) => snapshot.data().count)\n  const leads = collection(firestore, 'orgs', orgId, 'leads')\n  // An `array-contains-any` over nothing is a query Firestore refuses.\n  if (visibleTo && !visibleTo.length) return 0\n  const scope = visibleTo\n    ? [where('visibleTo', 'array-contains-any', [...visibleTo])]\n    : []\n  const [total, closed] = await Promise.all([\n    countOf(query(leads, ...scope)),\n    countOf(\n      query(leads, ...scope, where('status', 'in', CRM_LEAD_CLOSED_STATUSES)),\n    ),\n  ])\n  return openLeadsFromCounts(total, closed)\n}\n"],"names":["CRM_LEAD_CLOSED_STATUSES","openLeadsFromCounts","collection","getCountFromServer","query","where","openLeadsForScope","firestore","orgId","visibleTo","countOf","target","then","snapshot","data","count","leads","length","scope","total","closed","Promise","all"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,wBAAwB,EAAEC,mBAAmB,QAAQ,eAAc;AAC5E,SACEC,UAAU,EAEVC,kBAAkB,EAClBC,KAAK,EACLC,KAAK,QACA,qBAAoB;AAE3B;;;;;;;;;;;;;;;;;;;;CAoBC,GACD,OAAO,eAAeC,kBACpBC,SAAoB,EACpBC,KAAa,EACbC,SAAmC;IAEnC,MAAMC,UAAU,CAACC,SACfR,mBAAmBQ,QAAQC,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK;IACrE,MAAMC,QAAQd,WAAWK,WAAW,QAAQC,OAAO;IACnD,qEAAqE;IACrE,IAAIC,aAAa,CAACA,UAAUQ,MAAM,EAAE,OAAO;IAC3C,MAAMC,QAAQT,YACV;QAACJ,MAAM,aAAa,sBAAsB;eAAII;SAAU;KAAE,GAC1D,EAAE;IACN,MAAM,CAACU,OAAOC,OAAO,GAAG,MAAMC,QAAQC,GAAG,CAAC;QACxCZ,QAAQN,MAAMY,UAAUE;QACxBR,QACEN,MAAMY,UAAUE,OAAOb,MAAM,UAAU,MAAML;KAEhD;IACD,OAAOC,oBAAoBkB,OAAOC;AACpC"}

package/src/lib/components/reports/lead-funnel-card.js

@@ -52,8 +52,19 @@ const LEAD_FUNNEL_HELP = Aglyn.pluginDocsHelp('crmReports', {
     anchor: '#lead-funnel',
     excerpt: 'Of the leads this site captured in the period, how many are ' + 'still new, being worked, qualified or unqualified — and the ' + 'reasons the unqualified ones were closed. Placed by when each ' + 'lead was first seen.'
 });
-/** One site's leads first seen in a range — a single-field range, no composite index. */ function leadsBetween(firestore, hostId, from, to) {
-    return query(collection(firestore, 'hosts', hostId, 'leads'), where('firstSeenAtMs', '>=', from), where('firstSeenAtMs', '<', to));
+/**
+ * The leads a scope may see, first seen in a range (AGL-3275).
+ *
+ * `visibleTo` is the site's tokens under a site, and `null` at the
+ * organization level where an org-wide member reads without a clause. The
+ * range stays a single-field one; with the scope clause it composes with the
+ * `visibleTo` + `firstSeenAtMs` entry in `cloud/firebase-firestore.indexes.json`.
+ */ function leadsBetween(firestore, orgId, visibleTo, from, to) {
+    return query(collection(firestore, 'orgs', orgId, 'leads'), ...visibleTo ? [
+        where('visibleTo', 'array-contains-any', [
+            ...visibleTo
+        ])
+    ] : [], where('firstSeenAtMs', '>=', from), where('firstSeenAtMs', '<', to));
 }
 const countOf = (target)=>getCountFromServer(target).then((snapshot)=>snapshot.data().count);
 /**
@@ -111,8 +122,8 @@ const countOf = (target)=>getCountFromServer(target).then((snapshot)=>snapshot.d
     const { range } = report;
     const firestore = useFirestore();
     const captured = useAggregateRead(()=>Promise.all([
-            countOf(leadsBetween(firestore, hostId, range.from, range.to)),
-            countOf(leadsBetween(firestore, hostId, range.previousFrom, range.previousTo))
+            countOf(leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to)),
+            countOf(leadsBetween(firestore, report.scope[1], report.tokens, range.previousFrom, range.previousTo))
         ]).then(([current, previous])=>({
                 current,
                 previous
@@ -123,7 +134,7 @@ const countOf = (target)=>getCountFromServer(target).then((snapshot)=>snapshot.d
     ], {
         cacheKey: reportCacheKey(report, `leads:counts:${hostId}`)
     });
-    const window = useWindowRead(()=>query(leadsBetween(firestore, hostId, range.from, range.to), orderBy('firstSeenAtMs', 'desc'), limit(LEAD_CEILING + 1)), LEAD_CEILING, [
+    const window = useWindowRead(()=>query(leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to), orderBy('firstSeenAtMs', 'desc'), limit(LEAD_CEILING + 1)), LEAD_CEILING, [
         firestore,
         hostId,
         range
@@ -142,17 +153,14 @@ const countOf = (target)=>getCountFromServer(target).then((snapshot)=>snapshot.d
 }
 SiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard';
 /**
- * THE CROSS-SITE FUNNEL (AGL-2634): every site of the organization, one
- * window each, totaled.
+ * THE ORGANIZATION'S FUNNEL (AGL-2634, AGL-3275): every lead the org holds.
  *
- * The counts are one server aggregate per site per period, summed. The
- * windows are one bounded read per site — the site card's own query, the
- * same ceiling — merged newest-seen first and NOT cut again: the funnel
- * is a placement of leads by status, and cutting the merged list would
- * place a busy site's leads and drop a quiet site's. What the ceiling
- * bounds is the read per site, and the caption says so when any site had
- * more than its window. Held until the mount's site list has settled, so
- * a first round against a partial list is not answered and remembered.
+ * This totaled one aggregate and one window PER SITE, because the sites'
+ * lead collections were disjoint. They share one collection now, so a sum
+ * would count a lead that two brands in a consent group both hold once for
+ * each of them — and the merge that existed so a busy site could not crowd
+ * out a quiet one has nothing left to balance. One aggregate and one
+ * bounded read, unscoped, as an org-wide member's reads are.
  */ function OrgLeadFunnelCard(props) {
     var _ref, _ref1;
     const { report } = props;
@@ -163,36 +171,32 @@ SiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard';
         mount
     ]);
     const key = (_ref = hostIds == null ? void 0 : hostIds.join('\n')) != null ? _ref : '';
-    const captured = useAggregateRead(()=>hostIds ? Promise.all(hostIds.map((hostId)=>Promise.all([
-                countOf(leadsBetween(firestore, hostId, range.from, range.to)),
-                countOf(leadsBetween(firestore, hostId, range.previousFrom, range.previousTo))
-            ]))).then((pairs)=>pairs.reduce((sum, [current, previous])=>({
-                    current: sum.current + current,
-                    previous: sum.previous + previous
-                }), {
-                current: 0,
-                previous: 0
-            })) : null, [
+    /*
+   * ONE READ, not one per site (AGL-3275). The sites share a collection now,
+   * so a lead two brands in a consent group both hold would be counted once
+   * for each of them — and the org's funnel would report more leads than the
+   * org has. `null` tokens is the org-wide read that carries no clause.
+   */ const captured = useAggregateRead(()=>Promise.all([
+            countOf(leadsBetween(firestore, report.scope[1], null, range.from, range.to)),
+            countOf(leadsBetween(firestore, report.scope[1], null, range.previousFrom, range.previousTo))
+        ]).then(([current, previous])=>({
+                current,
+                previous
+            })), [
         firestore,
-        key,
+        report.scope,
         range
     ], {
-        cacheKey: reportCacheKey(report, `leads:counts:org:${key}`)
+        cacheKey: reportCacheKey(report, 'leads:counts:org')
     });
-    const merged = useAggregateRead(()=>hostIds ? Promise.all(hostIds.map((hostId)=>getDocs(query(leadsBetween(firestore, hostId, range.from, range.to), orderBy('firstSeenAtMs', 'desc'), limit(LEAD_CEILING + 1))).then((snapshot)=>ceilingedWindow(snapshot.docs.map((document)=>_extends({}, document.data(), {
-                        $id: `${hostId}/${document.id}`
-                    })), LEAD_CEILING)))).then((windows)=>({
-                rows: windows.flatMap((window)=>window.rows).sort((a, b)=>{
-                    var _b_firstSeenAtMs, _a_firstSeenAtMs;
-                    return Number((_b_firstSeenAtMs = b['firstSeenAtMs']) != null ? _b_firstSeenAtMs : 0) - Number((_a_firstSeenAtMs = a['firstSeenAtMs']) != null ? _a_firstSeenAtMs : 0);
-                }),
-                truncated: windows.some((window)=>window.truncated)
-            })) : null, [
+    const merged = useAggregateRead(()=>getDocs(query(leadsBetween(firestore, report.scope[1], null, range.from, range.to), orderBy('firstSeenAtMs', 'desc'), limit(LEAD_CEILING + 1))).then((snapshot)=>ceilingedWindow(snapshot.docs.map((document)=>_extends({}, document.data(), {
+                    $id: document.id
+                })), LEAD_CEILING)), [
         firestore,
-        key,
+        report.scope,
         range
     ], {
-        cacheKey: reportCacheKey(report, `leads:window:org:${key}`)
+        cacheKey: reportCacheKey(report, 'leads:window:org')
     });
     const window = useMemo(()=>{
         var _ref, _ref1;
@@ -213,8 +217,8 @@ SiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard';
         subheader: `Every site (${sites.toLocaleString()})`,
         captured: captured,
         window: window,
-        caption: sampled ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` + ` across ${plural(sites, 'site')} — at most ${LEAD_CEILING.toLocaleString()} per site` + (figures !== null ? ` — of ${figures.current.toLocaleString()}` : '') + ' in the period; the captured tile is counted on the server.' : undefined,
-        errorText: 'Some site’s leads could not be read.'
+        caption: sampled ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` + ` — at most ${LEAD_CEILING.toLocaleString()}` + (figures !== null ? ` — of ${figures.current.toLocaleString()}` : '') + ' in the period; the captured tile is counted on the server.' : undefined,
+        errorText: 'The organization’s leads could not be read.'
     });
 }
 OrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard';