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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/lead-funnel-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ceilingedWindow } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { Alert, Button, Stack, Typography } from '@mui/material'\nimport {\n  collection,\n  type Firestore,\n  getCountFromServer,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../../hooks/use-crm-org-mount'\nimport { ReportBreakdown } from './report-breakdown'\nimport { ReportExport } from './report-export'\nimport { plural, reportFilename } from './report-format'\nimport { type CrmReportScope, reportCacheKey } from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport {\n  type AggregateRead,\n  useAggregateRead,\n  useWindowRead,\n  type WindowRead,\n} from './use-aggregate-read'\n\n/**\n * How many of the period's leads the funnel is placed from — the Leads\n * section's own window, over the period rather than over everything.\n *\n * The captured count is a server aggregate and never meets this bound; the\n * funnel needs each lead's status and reason, so it reads the period's\n * newest two hundred and says when there were more. At the organization\n * level the bound is PER SITE (AGL-2634): each site's window is its own,\n * and a site with a thousand leads must not crowd out a site with ten.\n */\nexport const LEAD_CEILING = 200\n/** How many reasons the bar list draws; the rest are counted beneath it. */\nconst REASONS_SHOWN = 8\n\n/** The CSV's columns: one file for both the statuses and the reasons. */\nconst COLUMNS = ['Kind', 'Label', 'Count', 'Share'] as const\n\ntype LeadRow = Record<string, unknown> & Aglyn.CrmLeadFields & { $id: string }\n\n/** The period's captured count, and the previous period's for the delta. */\ninterface CapturedFigures {\n  current: number\n  previous: number\n}\n\nexport interface LeadFunnelCardProps {\n  report: CrmReportScope\n  /**\n   * The site whose leads are placed. A lead lives under its host, not the\n   * org — `hosts/{hostId}/leads`, private by path, no `visibleTo` — so the\n   * report's org scope cannot reach it and the card is told the site. At\n   * the organization level `null` (AGL-2630): the card then reads every\n   * site the mount lists, one window each (AGL-2634).\n   */\n  hostId: string | null\n}\n\nconst LEAD_FUNNEL_HELP = Aglyn.pluginDocsHelp('crmReports', {\n  anchor: '#lead-funnel',\n  excerpt:\n    'Of the leads this site captured in the period, how many are ' +\n    'still new, being worked, qualified or unqualified — and the ' +\n    'reasons the unqualified ones were closed. Placed by when each ' +\n    'lead was first seen.',\n})\n\n/** One site's leads first seen in a range — a single-field range, no composite index. */\nfunction leadsBetween(firestore: Firestore, hostId: string, from: number, to: number) {\n  return query(\n    collection(firestore, 'hosts', hostId, 'leads'),\n    where('firstSeenAtMs', '>=', from),\n    where('firstSeenAtMs', '<', to),\n  )\n}\n\nconst countOf = (target: ReturnType<typeof query>) =>\n  getCountFromServer(target).then((snapshot) => snapshot.data().count)\n\n/**\n * The lead funnel, at whichever level the report is mounted (AGL-2624,\n * AGL-2630, AGL-2634).\n *\n * Under a site: that site. At the organization level: every site the\n * mount lists, one window each, totaled — the org hub's reports total\n * every site, and the leads are no exception now that the fan-out is\n * bounded by the org's site list. With no sites to read the card says so\n * instead of guessing.\n */\nexport function LeadFunnelCard(props: LeadFunnelCardProps) {\n  const { report, hostId } = props\n  const mount = useCrmOrgMount()\n  if (hostId) return <SiteLeadFunnelCard report={report} hostId={hostId} />\n  if (mount && (!mount.hostsReady || mount.hosts.length > 0)) {\n    return <OrgLeadFunnelCard report={report} />\n  }\n  return (\n    <CardDisplay header={'Lead funnel'} help={LEAD_FUNNEL_HELP} contentGutterX contentGutterY>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {mount\n          ? 'Leads live under a site, and this organization has no sites yet.'\n          : 'Leads live under a site, and this report is mounted under none.'}\n      </Typography>\n    </CardDisplay>\n  )\n}\n\n/**\n * The lead funnel (AGL-2624): of the leads this site captured in the\n * period, how many are still new, being worked, qualified or unqualified —\n * and why the unqualified ones were closed.\n *\n * A cohort by first sighting, followed to where each lead stands now,\n * because that is the question a period asks of leads — \"what became of\n * the ones we got\" — and because a lead's status has no history on the\n * document: only its current value. The window is a range on\n * `firstSeenAtMs`, which the capture door stamps once on creation and\n * never again, so a returning visitor's second form is not a second lead\n * in a second period. A single-field range needs no composite index.\n *\n * Read directly off `hosts/{hostId}/leads` under the site's own rules —\n * any member of the site may read it — the way the Leads section reads\n * it, so the funnel and the list can never disagree about who may see a\n * lead.\n */\nfunction SiteLeadFunnelCard(props: { report: CrmReportScope; hostId: string }) {\n  const { report, hostId } = props\n  const { range } = report\n  const firestore = useFirestore()\n\n  const captured = useAggregateRead<CapturedFigures>(\n    () =>\n      Promise.all([\n        countOf(leadsBetween(firestore, hostId, range.from, range.to)),\n        countOf(leadsBetween(firestore, hostId, range.previousFrom, range.previousTo)),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:counts:${hostId}`) },\n  )\n  const window = useWindowRead<LeadRow>(\n    () =>\n      query(\n        leadsBetween(firestore, hostId, range.from, range.to),\n        orderBy('firstSeenAtMs', 'desc'),\n        limit(LEAD_CEILING + 1),\n      ),\n    LEAD_CEILING,\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:window:${hostId}`) },\n  )\n  const figures = captured.value\n  const sampled =\n    window.status === 'success' &&\n    (window.truncated || (figures !== null && figures.current > window.rows.length))\n  return (\n    <LeadFunnelBody\n      report={report}\n      captured={captured}\n      window={window}\n      caption={\n        sampled\n          ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` +\n            (figures !== null ? ` of ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'This site’s leads could not be read.'}\n    />\n  )\n}\nSiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard'\n\n/**\n * THE CROSS-SITE FUNNEL (AGL-2634): every site of the organization, one\n * window each, totaled.\n *\n * The counts are one server aggregate per site per period, summed. The\n * windows are one bounded read per site — the site card's own query, the\n * same ceiling — merged newest-seen first and NOT cut again: the funnel\n * is a placement of leads by status, and cutting the merged list would\n * place a busy site's leads and drop a quiet site's. What the ceiling\n * bounds is the read per site, and the caption says so when any site had\n * more than its window. Held until the mount's site list has settled, so\n * a first round against a partial list is not answered and remembered.\n */\nfunction OrgLeadFunnelCard(props: { report: CrmReportScope }) {\n  const { report } = props\n  const { range } = report\n  const firestore = useFirestore()\n  const mount = useCrmOrgMount()\n  const hostIds = useMemo(\n    () => (mount?.hostsReady ? mount.hosts.map((host) => host.id) : null),\n    [mount],\n  )\n  const key = hostIds?.join('\\n') ?? ''\n\n  const captured = useAggregateRead<CapturedFigures>(\n    () =>\n      hostIds\n        ? Promise.all(\n            hostIds.map((hostId) =>\n              Promise.all([\n                countOf(leadsBetween(firestore, hostId, range.from, range.to)),\n                countOf(leadsBetween(firestore, hostId, range.previousFrom, range.previousTo)),\n              ]),\n            ),\n          ).then((pairs) =>\n            pairs.reduce(\n              (sum, [current, previous]) => ({\n                current: sum.current + current,\n                previous: sum.previous + previous,\n              }),\n              { current: 0, previous: 0 },\n            ),\n          )\n        : null,\n    [firestore, key, range],\n    { cacheKey: reportCacheKey(report, `leads:counts:org:${key}`) },\n  )\n  const merged = useAggregateRead<{ rows: LeadRow[]; truncated: boolean }>(\n    () =>\n      hostIds\n        ? Promise.all(\n            hostIds.map((hostId) =>\n              getDocs(\n                query(\n                  leadsBetween(firestore, hostId, range.from, range.to),\n                  orderBy('firstSeenAtMs', 'desc'),\n                  limit(LEAD_CEILING + 1),\n                ),\n              ).then((snapshot) =>\n                ceilingedWindow(\n                  snapshot.docs.map(\n                    (document) =>\n                      ({ ...document.data(), $id: `${hostId}/${document.id}` }) as unknown as LeadRow,\n                  ),\n                  LEAD_CEILING,\n                ),\n              ),\n            ),\n          ).then((windows) => ({\n            rows: windows\n              .flatMap((window) => window.rows)\n              .sort(\n                (a, b) =>\n                  Number(b['firstSeenAtMs'] ?? 0) - Number(a['firstSeenAtMs'] ?? 0),\n              ),\n            truncated: windows.some((window) => window.truncated),\n          }))\n        : null,\n    [firestore, key, range],\n    { cacheKey: reportCacheKey(report, `leads:window:org:${key}`) },\n  )\n  const window = useMemo<WindowRead<LeadRow>>(\n    () => ({\n      rows: merged.value?.rows ?? [],\n      truncated: merged.value?.truncated ?? false,\n      status: merged.status,\n    }),\n    [merged],\n  )\n  const sites = hostIds?.length ?? 0\n  const figures = captured.value\n  const sampled =\n    window.status === 'success' &&\n    (window.truncated || (figures !== null && figures.current > window.rows.length))\n  return (\n    <LeadFunnelBody\n      report={report}\n      subheader={`Every site (${sites.toLocaleString()})`}\n      captured={captured}\n      window={window}\n      caption={\n        sampled\n          ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` +\n            ` across ${plural(sites, 'site')} — at most ${LEAD_CEILING.toLocaleString()} per site` +\n            (figures !== null ? ` — of ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'Some site’s leads could not be read.'}\n    />\n  )\n}\nOrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard'\n\n/**\n * The funnel as drawn, whichever level fed it: four tiles, the statuses,\n * the reasons, the export. Pure over the two reads.\n */\nfunction LeadFunnelBody(props: {\n  report: CrmReportScope\n  subheader?: string\n  captured: AggregateRead<CapturedFigures>\n  window: WindowRead<LeadRow>\n  caption?: string\n  errorText: string\n}) {\n  const { report, subheader, captured, window, caption, errorText } = props\n  const { period, routes } = report\n  const status = window.status\n\n  const funnel = useMemo(() => Aglyn.leadFunnel(window.rows), [window])\n  const read = status === 'success'\n  const figures = captured.value\n  const share = (count: number, of: number): string | null =>\n    of > 0 ? percent(count / of) : null\n  const reasons = funnel.reasons.slice(0, REASONS_SHOWN)\n  const moreReasons = funnel.reasons.length - reasons.length\n\n  return (\n    <CardDisplay\n      header={'Lead funnel'}\n      subheader={subheader}\n      help={LEAD_FUNNEL_HELP}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            component={AppLink as any}\n            {...({ componentVariant: 'naked', nativeButton: false } as any)}\n            href={routes.section('leads')}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open leads'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Leads captured'}\n            value={figures ? figures.current.toLocaleString() : null}\n            deltaPct={figures ? Aglyn.deltaPercent(figures.current, figures.previous) : null}\n            note={'first seen in the period'}\n            href={routes.section('leads')}\n          />\n          <ReportStatTile\n            label={'Qualified'}\n            value={read ? funnel.byStatus.qualified.toLocaleString() : null}\n            note={\n              funnel.qualifiedRate === null\n                ? read\n                  ? 'nobody captured in the period'\n                  : undefined\n                : `${percent(funnel.qualifiedRate)} of those captured`\n            }\n          />\n          <ReportStatTile\n            label={'Unqualified'}\n            value={read ? funnel.byStatus.unqualified.toLocaleString() : null}\n            note={\n              funnel.unqualifiedRate === null\n                ? undefined\n                : `${percent(funnel.unqualifiedRate)} of those captured`\n            }\n            riseIsGood={false}\n          />\n          <ReportStatTile\n            label={'Still open'}\n            value={read ? funnel.open.toLocaleString() : null}\n            note={'new or being worked'}\n            href={routes.section('leads')}\n          />\n        </Stack>\n        {captured.status === 'error' || status === 'error' ? (\n          <Alert severity=\"warning\">{errorText}</Alert>\n        ) : null}\n        <Section title={'Where they stand'}>\n          <ReportBreakdown\n            rows={Aglyn.CRM_LEAD_STATUSES.map((leadStatus) => ({\n              key: leadStatus,\n              label: Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],\n              value: funnel.byStatus[leadStatus],\n              note: share(funnel.byStatus[leadStatus], funnel.total) ?? undefined,\n              color:\n                leadStatus === 'qualified'\n                  ? 'success.main'\n                  : leadStatus === 'unqualified'\n                    ? 'warning.main'\n                    : undefined,\n            }))}\n            emptyText={''}\n          />\n          {read && !funnel.total ? (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'No leads captured in this period.'}\n            </Typography>\n          ) : null}\n        </Section>\n        <Section title={'Why leads were unqualified'}>\n          <ReportBreakdown\n            rows={reasons.map((reason) => ({\n              key: reason.key,\n              label: reason.label,\n              value: reason.count,\n              note: share(reason.count, funnel.byStatus.unqualified) ?? undefined,\n              color: 'warning.main',\n            }))}\n            emptyText={\n              status === 'loading' ? 'Reading…' : 'No lead was unqualified in this period.'\n            }\n          />\n          {moreReasons > 0 ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`And ${plural(moreReasons, 'other reason')}, each given once or twice.`}\n            </Typography>\n          ) : null}\n        </Section>\n        <ReportExport\n          filename={reportFilename('lead-funnel', period)}\n          columns={COLUMNS}\n          rows={() => [\n            ...Aglyn.CRM_LEAD_STATUSES.map((leadStatus) => [\n              'Status',\n              Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],\n              funnel.byStatus[leadStatus],\n              share(funnel.byStatus[leadStatus], funnel.total) ?? '',\n            ]),\n            ...funnel.reasons.map((reason) => [\n              'Unqualified reason',\n              reason.label,\n              reason.count,\n              share(reason.count, funnel.byStatus.unqualified) ?? 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/lead-funnel-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  percent,\n  Section,\n} from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ceilingedWindow } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { Alert, Button, Stack, Typography } from '@mui/material'\nimport {\n  collection,\n  type Firestore,\n  getCountFromServer,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../../hooks/use-crm-org-mount'\nimport { ReportBreakdown } from './report-breakdown'\nimport { ReportExport } from './report-export'\nimport { plural, reportFilename } from './report-format'\nimport { type CrmReportScope, reportCacheKey } from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport {\n  type AggregateRead,\n  useAggregateRead,\n  useWindowRead,\n  type WindowRead,\n} from './use-aggregate-read'\n\n/**\n * How many of the period's leads the funnel is placed from — the Leads\n * section's own window, over the period rather than over everything.\n *\n * The captured count is a server aggregate and never meets this bound; the\n * funnel needs each lead's status and reason, so it reads the period's\n * newest two hundred and says when there were more. At the organization\n * level the bound is PER SITE (AGL-2634): each site's window is its own,\n * and a site with a thousand leads must not crowd out a site with ten.\n */\nexport const LEAD_CEILING = 200\n/** How many reasons the bar list draws; the rest are counted beneath it. */\nconst REASONS_SHOWN = 8\n\n/** The CSV's columns: one file for both the statuses and the reasons. */\nconst COLUMNS = ['Kind', 'Label', 'Count', 'Share'] as const\n\ntype LeadRow = Record<string, unknown> & Aglyn.CrmLeadFields & { $id: string }\n\n/** The period's captured count, and the previous period's for the delta. */\ninterface CapturedFigures {\n  current: number\n  previous: number\n}\n\nexport interface LeadFunnelCardProps {\n  report: CrmReportScope\n  /**\n   * The site whose leads are placed. A lead lives under its host, not the\n   * org — `hosts/{hostId}/leads`, private by path, no `visibleTo` — so the\n   * report's org scope cannot reach it and the card is told the site. At\n   * the organization level `null` (AGL-2630): the card then reads every\n   * site the mount lists, one window each (AGL-2634).\n   */\n  hostId: string | null\n}\n\nconst LEAD_FUNNEL_HELP = Aglyn.pluginDocsHelp('crmReports', {\n  anchor: '#lead-funnel',\n  excerpt:\n    'Of the leads this site captured in the period, how many are ' +\n    'still new, being worked, qualified or unqualified — and the ' +\n    'reasons the unqualified ones were closed. Placed by when each ' +\n    'lead was first seen.',\n})\n\n/**\n * The leads a scope may see, first seen in a range (AGL-3275).\n *\n * `visibleTo` is the site's tokens under a site, and `null` at the\n * organization level where an org-wide member reads without a clause. The\n * range stays a single-field one; with the scope clause it composes with the\n * `visibleTo` + `firstSeenAtMs` entry in `cloud/firebase-firestore.indexes.json`.\n */\nfunction leadsBetween(\n  firestore: Firestore,\n  orgId: string,\n  visibleTo: readonly string[] | null,\n  from: number,\n  to: number,\n) {\n  return query(\n    collection(firestore, 'orgs', orgId, 'leads'),\n    ...(visibleTo ? [where('visibleTo', 'array-contains-any', [...visibleTo])] : []),\n    where('firstSeenAtMs', '>=', from),\n    where('firstSeenAtMs', '<', to),\n  )\n}\n\nconst countOf = (target: ReturnType<typeof query>) =>\n  getCountFromServer(target).then((snapshot) => snapshot.data().count)\n\n/**\n * The lead funnel, at whichever level the report is mounted (AGL-2624,\n * AGL-2630, AGL-2634).\n *\n * Under a site: that site. At the organization level: every site the\n * mount lists, one window each, totaled — the org hub's reports total\n * every site, and the leads are no exception now that the fan-out is\n * bounded by the org's site list. With no sites to read the card says so\n * instead of guessing.\n */\nexport function LeadFunnelCard(props: LeadFunnelCardProps) {\n  const { report, hostId } = props\n  const mount = useCrmOrgMount()\n  if (hostId) return <SiteLeadFunnelCard report={report} hostId={hostId} />\n  if (mount && (!mount.hostsReady || mount.hosts.length > 0)) {\n    return <OrgLeadFunnelCard report={report} />\n  }\n  return (\n    <CardDisplay header={'Lead funnel'} help={LEAD_FUNNEL_HELP} contentGutterX contentGutterY>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {mount\n          ? 'Leads live under a site, and this organization has no sites yet.'\n          : 'Leads live under a site, and this report is mounted under none.'}\n      </Typography>\n    </CardDisplay>\n  )\n}\n\n/**\n * The lead funnel (AGL-2624): of the leads this site captured in the\n * period, how many are still new, being worked, qualified or unqualified —\n * and why the unqualified ones were closed.\n *\n * A cohort by first sighting, followed to where each lead stands now,\n * because that is the question a period asks of leads — \"what became of\n * the ones we got\" — and because a lead's status has no history on the\n * document: only its current value. The window is a range on\n * `firstSeenAtMs`, which the capture door stamps once on creation and\n * never again, so a returning visitor's second form is not a second lead\n * in a second period. A single-field range needs no composite index.\n *\n * Read directly off `hosts/{hostId}/leads` under the site's own rules —\n * any member of the site may read it — the way the Leads section reads\n * it, so the funnel and the list can never disagree about who may see a\n * lead.\n */\nfunction SiteLeadFunnelCard(props: { report: CrmReportScope; hostId: string }) {\n  const { report, hostId } = props\n  const { range } = report\n  const firestore = useFirestore()\n\n  const captured = useAggregateRead<CapturedFigures>(\n    () =>\n      Promise.all([\n        countOf(leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to)),\n        countOf(\n          leadsBetween(firestore, report.scope[1], report.tokens, range.previousFrom, range.previousTo),\n        ),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:counts:${hostId}`) },\n  )\n  const window = useWindowRead<LeadRow>(\n    () =>\n      query(\n        leadsBetween(firestore, report.scope[1], report.tokens, range.from, range.to),\n        orderBy('firstSeenAtMs', 'desc'),\n        limit(LEAD_CEILING + 1),\n      ),\n    LEAD_CEILING,\n    [firestore, hostId, range],\n    { cacheKey: reportCacheKey(report, `leads:window:${hostId}`) },\n  )\n  const figures = captured.value\n  const sampled =\n    window.status === 'success' &&\n    (window.truncated || (figures !== null && figures.current > window.rows.length))\n  return (\n    <LeadFunnelBody\n      report={report}\n      captured={captured}\n      window={window}\n      caption={\n        sampled\n          ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` +\n            (figures !== null ? ` of ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'This site’s leads could not be read.'}\n    />\n  )\n}\nSiteLeadFunnelCard.displayName = 'SiteLeadFunnelCard'\n\n/**\n * THE ORGANIZATION'S FUNNEL (AGL-2634, AGL-3275): every lead the org holds.\n *\n * This totaled one aggregate and one window PER SITE, because the sites'\n * lead collections were disjoint. They share one collection now, so a sum\n * would count a lead that two brands in a consent group both hold once for\n * each of them — and the merge that existed so a busy site could not crowd\n * out a quiet one has nothing left to balance. One aggregate and one\n * bounded read, unscoped, as an org-wide member's reads are.\n */\nfunction OrgLeadFunnelCard(props: { report: CrmReportScope }) {\n  const { report } = props\n  const { range } = report\n  const firestore = useFirestore()\n  const mount = useCrmOrgMount()\n  const hostIds = useMemo(\n    () => (mount?.hostsReady ? mount.hosts.map((host) => host.id) : null),\n    [mount],\n  )\n  const key = hostIds?.join('\\n') ?? ''\n\n  /*\n   * ONE READ, not one per site (AGL-3275). The sites share a collection now,\n   * so a lead two brands in a consent group both hold would be counted once\n   * for each of them — and the org's funnel would report more leads than the\n   * org has. `null` tokens is the org-wide read that carries no clause.\n   */\n  const captured = useAggregateRead<CapturedFigures>(\n    () =>\n      Promise.all([\n        countOf(leadsBetween(firestore, report.scope[1], null, range.from, range.to)),\n        countOf(\n          leadsBetween(firestore, report.scope[1], null, range.previousFrom, range.previousTo),\n        ),\n      ]).then(([current, previous]) => ({ current, previous })),\n    [firestore, report.scope, range],\n    { cacheKey: reportCacheKey(report, 'leads:counts:org') },\n  )\n  const merged = useAggregateRead<{ rows: LeadRow[]; truncated: boolean }>(\n    () =>\n      getDocs(\n        query(\n          leadsBetween(firestore, report.scope[1], null, range.from, range.to),\n          orderBy('firstSeenAtMs', 'desc'),\n          limit(LEAD_CEILING + 1),\n        ),\n      ).then((snapshot) =>\n        ceilingedWindow(\n          snapshot.docs.map(\n            (document) => ({ ...document.data(), $id: document.id }) as unknown as LeadRow,\n          ),\n          LEAD_CEILING,\n        ),\n      ),\n    [firestore, report.scope, range],\n    { cacheKey: reportCacheKey(report, 'leads:window:org') },\n  )\n  const window = useMemo<WindowRead<LeadRow>>(\n    () => ({\n      rows: merged.value?.rows ?? [],\n      truncated: merged.value?.truncated ?? false,\n      status: merged.status,\n    }),\n    [merged],\n  )\n  const sites = hostIds?.length ?? 0\n  const figures = captured.value\n  const sampled =\n    window.status === 'success' &&\n    (window.truncated || (figures !== null && figures.current > window.rows.length))\n  return (\n    <LeadFunnelBody\n      report={report}\n      subheader={`Every site (${sites.toLocaleString()})`}\n      captured={captured}\n      window={window}\n      caption={\n        sampled\n          ? `Placed from the ${window.rows.length.toLocaleString()} most recently captured leads` +\n            ` — at most ${LEAD_CEILING.toLocaleString()}` +\n            (figures !== null ? ` — of ${figures.current.toLocaleString()}` : '') +\n            ' in the period; the captured tile is counted on the server.'\n          : undefined\n      }\n      errorText={'The organization’s leads could not be read.'}\n    />\n  )\n}\nOrgLeadFunnelCard.displayName = 'OrgLeadFunnelCard'\n\n/**\n * The funnel as drawn, whichever level fed it: four tiles, the statuses,\n * the reasons, the export. Pure over the two reads.\n */\nfunction LeadFunnelBody(props: {\n  report: CrmReportScope\n  subheader?: string\n  captured: AggregateRead<CapturedFigures>\n  window: WindowRead<LeadRow>\n  caption?: string\n  errorText: string\n}) {\n  const { report, subheader, captured, window, caption, errorText } = props\n  const { period, routes } = report\n  const status = window.status\n\n  const funnel = useMemo(() => Aglyn.leadFunnel(window.rows), [window])\n  const read = status === 'success'\n  const figures = captured.value\n  const share = (count: number, of: number): string | null =>\n    of > 0 ? percent(count / of) : null\n  const reasons = funnel.reasons.slice(0, REASONS_SHOWN)\n  const moreReasons = funnel.reasons.length - reasons.length\n\n  return (\n    <CardDisplay\n      header={'Lead funnel'}\n      subheader={subheader}\n      help={LEAD_FUNNEL_HELP}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            component={AppLink as any}\n            {...({ componentVariant: 'naked', nativeButton: false } as any)}\n            href={routes.section('leads')}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open leads'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Leads captured'}\n            value={figures ? figures.current.toLocaleString() : null}\n            deltaPct={figures ? Aglyn.deltaPercent(figures.current, figures.previous) : null}\n            note={'first seen in the period'}\n            href={routes.section('leads')}\n          />\n          <ReportStatTile\n            label={'Qualified'}\n            value={read ? funnel.byStatus.qualified.toLocaleString() : null}\n            note={\n              funnel.qualifiedRate === null\n                ? read\n                  ? 'nobody captured in the period'\n                  : undefined\n                : `${percent(funnel.qualifiedRate)} of those captured`\n            }\n          />\n          <ReportStatTile\n            label={'Unqualified'}\n            value={read ? funnel.byStatus.unqualified.toLocaleString() : null}\n            note={\n              funnel.unqualifiedRate === null\n                ? undefined\n                : `${percent(funnel.unqualifiedRate)} of those captured`\n            }\n            riseIsGood={false}\n          />\n          <ReportStatTile\n            label={'Still open'}\n            value={read ? funnel.open.toLocaleString() : null}\n            note={'new or being worked'}\n            href={routes.section('leads')}\n          />\n        </Stack>\n        {captured.status === 'error' || status === 'error' ? (\n          <Alert severity=\"warning\">{errorText}</Alert>\n        ) : null}\n        <Section title={'Where they stand'}>\n          <ReportBreakdown\n            rows={Aglyn.CRM_LEAD_STATUSES.map((leadStatus) => ({\n              key: leadStatus,\n              label: Aglyn.CRM_LEAD_STATUS_LABELS[leadStatus],\n              value: funnel.byStatus[leadStatus],\n              note: share(funnel.byStatus[leadStatus], funnel.total) ?? undefined,\n              color:\n                leadStatus === 'qualified'\n                  ? 'success.main'\n                  : leadStatus === 'unqualified'\n                    ? 'warning.main'\n                    : undefined,\n            }))}\n            emptyText={''}\n          />\n          {read && !funnel.total ? (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'No leads captured in this period.'}\n            </Typography>\n          ) : null}\n        </Section>\n        <Section title={'Why leads were unqualified'}>\n          <ReportBreakdown\n            rows={reasons.map((reason) => ({\n              key: reason.key,\n              label: reason.label,\n              value: reason.count,\n              note: share(reason.count, funnel.byStatus.unqualified) ?? undefined,\n              color: 'warning.main',\n            }))}\n            emptyText={\n              status === 'loading' ? 'Reading…' : 'No lead was unqualified in this period.'\n            }\n          />\n          {moreReasons > 0 ? 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package/src/lib/hooks/use-org-leads.d.ts

@@ -1,53 +1,50 @@
 import { type DocumentData } from 'firebase/firestore';
-/** One site's lead, as the organization-level list carries it. */
+/** A lead, as the organization-level list carries it. */
 export interface OrgLeadRow extends DocumentData {
     /**
-     * The grid's row id: `{hostId}/{leadId}`. A lead's own id is a PERSON
-     * KEY — the same person on two sites has the same id on both — so the
-     * document id alone cannot key a list that spans sites.
+     * The grid's row id, which is the lead's own document id.
+     *
+     * It used to be `{hostId}/{leadId}`, because a lead lived under its site
+     * and the same person on two sites was two documents with the SAME id —
+     * so the id alone could not key a list spanning sites. AGL-3275 made that
+     * one document, and the compound key went with it.
      */
     $id: string;
-    /** `hosts/{hostId}/leads/{leadId}` — the document id. */
+    /** `orgs/{orgId}/leads/{leadId}` — the document id, a person key. */
     leadId: string;
-    /** The site the lead lives under; what every write and link names. */
-    hostId: string;
 }
 export interface OrgLeadsResult {
-    /** Every site's window, merged and ordered newest-seen first, cut to the window. */
+    /** The window, ordered newest-seen first. */
     data: OrgLeadRow[];
-    /** `loading` until every site has answered once; `error` when any refused. */
+    /** `loading` until the listener has answered once; `error` when it refused. */
     status: 'loading' | 'success' | 'error';
-    /** Some site had more than its window — there are leads this list is not showing. */
+    /** There are leads beyond the window this list is showing. */
     truncated: boolean;
 }
 /**
- * THE ORGANIZATION'S LEADS, read a site at a time (AGL-2630).
+ * THE ORGANIZATION'S LEADS, in one listener (AGL-3275).
  *
- * A lead lives under its site — `hosts/{hostId}/leads`, host-scoped by
- * PATH — and there is no org-level collection to listen to, no `orgId` on
- * the document to group by, and no rule admitting a collection-group read.
- * So the org hub opens one listener per site the org has, each the exact
- * query the site's own Leads section runs, and merges the answers. An
- * org-wide member is a member of every site, which is what admits each
- * listener under the rules the site section already relies on; an org has
- * a handful of sites and at most thirty in a consent group, so the fan-out
- * is bounded by the org, not by the data.
+ * This opened one listener PER SITE and merged the answers, because a lead
+ * lived at `hosts/{hostId}/leads` — host-scoped by path, with no org-level
+ * collection to listen to, no `orgId` on the document to group by, and no
+ * rule admitting a collection-group read. All three of those are now false:
+ * the collection is `orgs/{orgId}/leads` and a lead says who may see it.
  *
- * Each site's window is cut at `windowSize + 1`, the way the site section
- * cuts its own, and the merged list is cut again at `windowSize`: the list
- * is "the most recently seen across the org", and a site with a thousand
- * leads must not crowd out a site with ten. `truncated` says some site had
- * more, so the caption beneath the table can say the window is not the
- * whole collection.
+ * So the fan-out is gone, and with it the merge that had to cut each site's
+ * window at `windowSize + 1` and the whole list again, so that a site with a
+ * thousand leads could not crowd out a site with ten. One ordered query needs
+ * neither: `truncated` is simply "the window came back full".
  *
- * The listeners are torn down together when the site list changes — a site
- * added or removed re-opens the set — and nothing opens for an empty list,
- * which is also how the hook stays quiet under a site, where the section
- * hands it no sites at all.
+ * `visibleTo` is the caller's, and `null` means "ask for everything" — which
+ * is what an org-wide member's listeners do, since the rules short-circuit on
+ * `isOrgWideMember()` and a clause would only narrow what they may already
+ * read. A scoped member passes their tokens. See `crmVisibleToClause`, which
+ * builds the same clause for every other CRM listener.
  */
 export declare function useOrgLeads(options: {
-    /** The org's sites, by document id; empty opens nothing. */
-    hostIds: readonly string[];
+    orgId: string | null | undefined;
+    /** The scope clause, or `null` for an unscoped org-wide read. */
+    visibleTo: readonly string[] | null;
     windowSize: number;
 }): OrgLeadsResult;
 export default useOrgLeads;

package/src/lib/hooks/use-org-leads.js

@@ -16,97 +16,87 @@
  */ 'use client';
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { useFirestore } from "@aglyn/tenant-feature-instance";
-import { collection, limit, onSnapshot, orderBy, query } from "firebase/firestore";
+import { collection, limit, onSnapshot, orderBy, query, where } from "firebase/firestore";
 import { useEffect, useMemo, useState } from "react";
 /**
- * THE ORGANIZATION'S LEADS, read a site at a time (AGL-2630).
+ * THE ORGANIZATION'S LEADS, in one listener (AGL-3275).
  *
- * A lead lives under its site — `hosts/{hostId}/leads`, host-scoped by
- * PATH — and there is no org-level collection to listen to, no `orgId` on
- * the document to group by, and no rule admitting a collection-group read.
- * So the org hub opens one listener per site the org has, each the exact
- * query the site's own Leads section runs, and merges the answers. An
- * org-wide member is a member of every site, which is what admits each
- * listener under the rules the site section already relies on; an org has
- * a handful of sites and at most thirty in a consent group, so the fan-out
- * is bounded by the org, not by the data.
+ * This opened one listener PER SITE and merged the answers, because a lead
+ * lived at `hosts/{hostId}/leads` — host-scoped by path, with no org-level
+ * collection to listen to, no `orgId` on the document to group by, and no
+ * rule admitting a collection-group read. All three of those are now false:
+ * the collection is `orgs/{orgId}/leads` and a lead says who may see it.
  *
- * Each site's window is cut at `windowSize + 1`, the way the site section
- * cuts its own, and the merged list is cut again at `windowSize`: the list
- * is "the most recently seen across the org", and a site with a thousand
- * leads must not crowd out a site with ten. `truncated` says some site had
- * more, so the caption beneath the table can say the window is not the
- * whole collection.
+ * So the fan-out is gone, and with it the merge that had to cut each site's
+ * window at `windowSize + 1` and the whole list again, so that a site with a
+ * thousand leads could not crowd out a site with ten. One ordered query needs
+ * neither: `truncated` is simply "the window came back full".
  *
- * The listeners are torn down together when the site list changes — a site
- * added or removed re-opens the set — and nothing opens for an empty list,
- * which is also how the hook stays quiet under a site, where the section
- * hands it no sites at all.
+ * `visibleTo` is the caller's, and `null` means "ask for everything" — which
+ * is what an org-wide member's listeners do, since the rules short-circuit on
+ * `isOrgWideMember()` and a clause would only narrow what they may already
+ * read. A scoped member passes their tokens. See `crmVisibleToClause`, which
+ * builds the same clause for every other CRM listener.
  */ export function useOrgLeads(options) {
-    const { hostIds, windowSize } = options;
+    const { orgId, visibleTo, windowSize } = options;
     const firestore = useFirestore();
-    const key = hostIds.join('\n');
-    const [bySite, setBySite] = useState({});
+    const scopeKey = visibleTo ? visibleTo.join('\n') : null;
+    const [answer, setAnswer] = useState(null);
     useEffect(()=>{
-        setBySite({});
-        const sites = key ? key.split('\n') : [];
-        if (!sites.length) return undefined;
-        const stops = sites.map((hostId)=>onSnapshot(query(collection(firestore, 'hosts', hostId, 'leads'), orderBy('lastSeenAtMs', 'desc'), limit(windowSize + 1)), (snapshot)=>{
-                const rows = snapshot.docs.map((entry)=>_extends({}, entry.data(), {
-                        $id: `${hostId}/${entry.id}`,
-                        leadId: entry.id,
-                        hostId
-                    }));
-                setBySite((current)=>_extends({}, current, {
-                        [hostId]: {
-                            rows: rows.slice(0, windowSize),
-                            truncated: rows.length > windowSize
-                        }
-                    }));
-            }, (error)=>{
-                console.error(error);
-                setBySite((current)=>_extends({}, current, {
-                        [hostId]: 'error'
-                    }));
-            }));
-        return ()=>{
-            for (const stop of stops)stop();
-        };
+        setAnswer(null);
+        if (!orgId) return undefined;
+        // An `array-contains-any` over nothing is a query Firestore refuses, so a
+        // scoped member with no tokens lists nothing rather than asking.
+        const tokens = scopeKey === null ? null : scopeKey ? scopeKey.split('\n') : [];
+        if (tokens && !tokens.length) {
+            setAnswer({
+                rows: [],
+                truncated: false
+            });
+            return undefined;
+        }
+        const clauses = tokens ? [
+            where('visibleTo', 'array-contains-any', tokens)
+        ] : [];
+        return onSnapshot(query(collection(firestore, 'orgs', orgId, 'leads'), ...clauses, orderBy('lastSeenAtMs', 'desc'), limit(windowSize + 1)), (snapshot)=>{
+            const rows = snapshot.docs.map((entry)=>_extends({}, entry.data(), {
+                    $id: entry.id,
+                    leadId: entry.id
+                }));
+            setAnswer({
+                rows: rows.slice(0, windowSize),
+                truncated: rows.length > windowSize
+            });
+        }, (error)=>{
+            console.error(error);
+            setAnswer('error');
+        });
     }, [
         firestore,
-        key,
+        orgId,
+        scopeKey,
         windowSize
     ]);
     return useMemo(()=>{
-        const sites = key ? key.split('\n') : [];
-        const answers = sites.map((hostId)=>bySite[hostId]);
-        if (answers.some((answer)=>answer === 'error')) {
+        if (answer === 'error') {
             return {
                 data: [],
                 status: 'error',
                 truncated: false
             };
         }
-        if (!sites.length || answers.some((answer)=>!answer)) {
-            return {
-                data: [],
-                status: 'loading',
-                truncated: false
-            };
-        }
-        const merged = answers.flatMap((answer)=>answer === 'error' || !answer ? [] : answer.rows).sort((a, b)=>{
-            var _b_lastSeenAtMs, _a_lastSeenAtMs;
-            return Number((_b_lastSeenAtMs = b['lastSeenAtMs']) != null ? _b_lastSeenAtMs : 0) - Number((_a_lastSeenAtMs = a['lastSeenAtMs']) != null ? _a_lastSeenAtMs : 0);
-        });
+        if (!answer) return {
+            data: [],
+            status: 'loading',
+            truncated: false
+        };
         return {
-            data: merged.slice(0, windowSize),
+            data: answer.rows,
             status: 'success',
-            truncated: merged.length > windowSize || answers.some((answer)=>answer !== 'error' && (answer == null ? void 0 : answer.truncated))
+            truncated: answer.truncated
         };
     }, [
-        bySite,
-        key,
-        windowSize
+        answer
     ]);
 }
 export default useOrgLeads;

package/src/lib/hooks/use-org-leads.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-org-leads.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'use client'\n\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n  collection,\n  limit,\n  onSnapshot,\n  orderBy,\n  query,\n  type DocumentData,\n} from 'firebase/firestore'\nimport { useEffect, useMemo, useState } from 'react'\n\n/** One site's lead, as the organization-level list carries it. */\nexport interface OrgLeadRow extends DocumentData {\n  /**\n   * The grid's row id: `{hostId}/{leadId}`. A lead's own id is a PERSON\n   * KEY — the same person on two sites has the same id on both — so the\n   * document id alone cannot key a list that spans sites.\n   */\n  $id: string\n  /** `hosts/{hostId}/leads/{leadId}` — the document id. */\n  leadId: string\n  /** The site the lead lives under; what every write and link names. */\n  hostId: string\n}\n\nexport interface OrgLeadsResult {\n  /** Every site's window, merged and ordered newest-seen first, cut to the window. */\n  data: OrgLeadRow[]\n  /** `loading` until every site has answered once; `error` when any refused. */\n  status: 'loading' | 'success' | 'error'\n  /** Some site had more than its window — there are leads this list is not showing. */\n  truncated: boolean\n}\n\n/**\n * THE ORGANIZATION'S LEADS, read a site at a time (AGL-2630).\n *\n * A lead lives under its site — `hosts/{hostId}/leads`, host-scoped by\n * PATH — and there is no org-level collection to listen to, no `orgId` on\n * the document to group by, and no rule admitting a collection-group read.\n * So the org hub opens one listener per site the org has, each the exact\n * query the site's own Leads section runs, and merges the answers. An\n * org-wide member is a member of every site, which is what admits each\n * listener under the rules the site section already relies on; an org has\n * a handful of sites and at most thirty in a consent group, so the fan-out\n * is bounded by the org, not by the data.\n *\n * Each site's window is cut at `windowSize + 1`, the way the site section\n * cuts its own, and the merged list is cut again at `windowSize`: the list\n * is \"the most recently seen across the org\", and a site with a thousand\n * leads must not crowd out a site with ten. `truncated` says some site had\n * more, so the caption beneath the table can say the window is not the\n * whole collection.\n *\n * The listeners are torn down together when the site list changes — a site\n * added or removed re-opens the set — and nothing opens for an empty list,\n * which is also how the hook stays quiet under a site, where the section\n * hands it no sites at all.\n */\nexport function useOrgLeads(options: {\n  /** The org's sites, by document id; empty opens nothing. */\n  hostIds: readonly string[]\n  windowSize: number\n}): OrgLeadsResult {\n  const { hostIds, windowSize } = options\n  const firestore = useFirestore()\n  const key = hostIds.join('\\n')\n  const [bySite, setBySite] = useState<\n    Record<string, { rows: OrgLeadRow[]; truncated: boolean } | 'error'>\n  >({})\n\n  useEffect(() => {\n    setBySite({})\n    const sites = key ? key.split('\\n') : []\n    if (!sites.length) return undefined\n    const stops = sites.map((hostId) =>\n      onSnapshot(\n        query(\n          collection(firestore, 'hosts', hostId, 'leads'),\n          orderBy('lastSeenAtMs', 'desc'),\n          limit(windowSize + 1),\n        ),\n        (snapshot) => {\n          const rows = snapshot.docs.map((entry) => ({\n            ...(entry.data() as DocumentData),\n            $id: `${hostId}/${entry.id}`,\n            leadId: entry.id,\n            hostId,\n          }))\n          setBySite((current) => ({\n            ...current,\n            [hostId]: {\n              rows: rows.slice(0, windowSize),\n              truncated: rows.length > windowSize,\n            },\n          }))\n        },\n        (error) => {\n          console.error(error)\n          setBySite((current) => ({ ...current, [hostId]: 'error' }))\n        },\n      ),\n    )\n    return () => {\n      for (const stop of stops) stop()\n    }\n  }, [firestore, key, windowSize])\n\n  return useMemo(() => {\n    const sites = key ? key.split('\\n') : []\n    const answers = sites.map((hostId) => bySite[hostId])\n    if (answers.some((answer) => answer === 'error')) {\n      return { data: [], status: 'error' as const, truncated: false }\n    }\n    if (!sites.length || answers.some((answer) => !answer)) {\n      return { data: [], status: 'loading' as const, truncated: false }\n    }\n    const merged = answers\n      .flatMap((answer) => (answer === 'error' || !answer ? [] : answer.rows))\n      .sort(\n        (a, b) =>\n          Number(b['lastSeenAtMs'] ?? 0) - Number(a['lastSeenAtMs'] ?? 0),\n      )\n    return {\n      data: merged.slice(0, windowSize),\n      status: 'success' as const,\n      truncated:\n        merged.length > windowSize ||\n        answers.some((answer) => answer !== 'error' && answer?.truncated),\n    }\n  }, [bySite, key, windowSize])\n}\n\nexport default useOrgLeads\n"],"names":["useFirestore","collection","limit","onSnapshot","orderBy","query","useEffect","useMemo","useState","useOrgLeads","options","hostIds","windowSize","firestore","key","join","bySite","setBySite","sites","split","length","undefined","stops","map","hostId","snapshot","rows","docs","entry","data","$id","id","leadId","current","slice","truncated","error","console","stop","answers","some","answer","status","merged","flatMap","sort","a","b","Number"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,YAAY,QAAQ,iCAAgC;AAC7D,SACEC,UAAU,EACVC,KAAK,EACLC,UAAU,EACVC,OAAO,EACPC,KAAK,QAEA,qBAAoB;AAC3B,SAASC,SAAS,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AAyBpD;;;;;;;;;;;;;;;;;;;;;;;;CAwBC,GACD,OAAO,SAASC,YAAYC,OAI3B;IACC,MAAM,EAAEC,OAAO,EAAEC,UAAU,EAAE,GAAGF;IAChC,MAAMG,YAAYb;IAClB,MAAMc,MAAMH,QAAQI,IAAI,CAAC;IACzB,MAAM,CAACC,QAAQC,UAAU,GAAGT,SAE1B,CAAC;IAEHF,UAAU;QACRW,UAAU,CAAC;QACX,MAAMC,QAAQJ,MAAMA,IAAIK,KAAK,CAAC,QAAQ,EAAE;QACxC,IAAI,CAACD,MAAME,MAAM,EAAE,OAAOC;QAC1B,MAAMC,QAAQJ,MAAMK,GAAG,CAAC,CAACC,SACvBrB,WACEE,MACEJ,WAAWY,WAAW,SAASW,QAAQ,UACvCpB,QAAQ,gBAAgB,SACxBF,MAAMU,aAAa,KAErB,CAACa;gBACC,MAAMC,OAAOD,SAASE,IAAI,CAACJ,GAAG,CAAC,CAACK,QAAW,aACrCA,MAAMC,IAAI;wBACdC,KAAK,GAAGN,OAAO,CAAC,EAAEI,MAAMG,EAAE,EAAE;wBAC5BC,QAAQJ,MAAMG,EAAE;wBAChBP;;gBAEFP,UAAU,CAACgB,UAAa,aACnBA;wBACH,CAACT,OAAO,EAAE;4BACRE,MAAMA,KAAKQ,KAAK,CAAC,GAAGtB;4BACpBuB,WAAWT,KAAKN,MAAM,GAAGR;wBAC3B;;YAEJ,GACA,CAACwB;gBACCC,QAAQD,KAAK,CAACA;gBACdnB,UAAU,CAACgB,UAAa,aAAKA;wBAAS,CAACT,OAAO,EAAE;;YAClD;QAGJ,OAAO;YACL,KAAK,MAAMc,QAAQhB,MAAOgB;QAC5B;IACF,GAAG;QAACzB;QAAWC;QAAKF;KAAW;IAE/B,OAAOL,QAAQ;QACb,MAAMW,QAAQJ,MAAMA,IAAIK,KAAK,CAAC,QAAQ,EAAE;QACxC,MAAMoB,UAAUrB,MAAMK,GAAG,CAAC,CAACC,SAAWR,MAAM,CAACQ,OAAO;QACpD,IAAIe,QAAQC,IAAI,CAAC,CAACC,SAAWA,WAAW,UAAU;YAChD,OAAO;gBAAEZ,MAAM,EAAE;gBAAEa,QAAQ;gBAAkBP,WAAW;YAAM;QAChE;QACA,IAAI,CAACjB,MAAME,MAAM,IAAImB,QAAQC,IAAI,CAAC,CAACC,SAAW,CAACA,SAAS;YACtD,OAAO;gBAAEZ,MAAM,EAAE;gBAAEa,QAAQ;gBAAoBP,WAAW;YAAM;QAClE;QACA,MAAMQ,SAASJ,QACZK,OAAO,CAAC,CAACH,SAAYA,WAAW,WAAW,CAACA,SAAS,EAAE,GAAGA,OAAOf,IAAI,EACrEmB,IAAI,CACH,CAACC,GAAGC;gBACKA,iBAAiCD;mBAAxCE,QAAOD,kBAAAA,CAAC,CAAC,eAAe,YAAjBA,kBAAqB,KAAKC,QAAOF,kBAAAA,CAAC,CAAC,eAAe,YAAjBA,kBAAqB;;QAEnE,OAAO;YACLjB,MAAMc,OAAOT,KAAK,CAAC,GAAGtB;YACtB8B,QAAQ;YACRP,WACEQ,OAAOvB,MAAM,GAAGR,cAChB2B,QAAQC,IAAI,CAAC,CAACC,SAAWA,WAAW,YAAWA,0BAAAA,OAAQN,SAAS;QACpE;IACF,GAAG;QAACnB;QAAQF;QAAKF;KAAW;AAC9B;AAEA,eAAeH,YAAW"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-org-leads.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'use client'\n\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n  collection,\n  limit,\n  onSnapshot,\n  orderBy,\n  query,\n  where,\n  type DocumentData,\n  type QueryConstraint,\n} from 'firebase/firestore'\nimport { useEffect, useMemo, useState } from 'react'\n\n/** A lead, as the organization-level list carries it. */\nexport interface OrgLeadRow extends DocumentData {\n  /**\n   * The grid's row id, which is the lead's own document id.\n   *\n   * It used to be `{hostId}/{leadId}`, because a lead lived under its site\n   * and the same person on two sites was two documents with the SAME id —\n   * so the id alone could not key a list spanning sites. AGL-3275 made that\n   * one document, and the compound key went with it.\n   */\n  $id: string\n  /** `orgs/{orgId}/leads/{leadId}` — the document id, a person key. */\n  leadId: string\n}\n\nexport interface OrgLeadsResult {\n  /** The window, ordered newest-seen first. */\n  data: OrgLeadRow[]\n  /** `loading` until the listener has answered once; `error` when it refused. */\n  status: 'loading' | 'success' | 'error'\n  /** There are leads beyond the window this list is showing. */\n  truncated: boolean\n}\n\n/**\n * THE ORGANIZATION'S LEADS, in one listener (AGL-3275).\n *\n * This opened one listener PER SITE and merged the answers, because a lead\n * lived at `hosts/{hostId}/leads` — host-scoped by path, with no org-level\n * collection to listen to, no `orgId` on the document to group by, and no\n * rule admitting a collection-group read. All three of those are now false:\n * the collection is `orgs/{orgId}/leads` and a lead says who may see it.\n *\n * So the fan-out is gone, and with it the merge that had to cut each site's\n * window at `windowSize + 1` and the whole list again, so that a site with a\n * thousand leads could not crowd out a site with ten. One ordered query needs\n * neither: `truncated` is simply \"the window came back full\".\n *\n * `visibleTo` is the caller's, and `null` means \"ask for everything\" — which\n * is what an org-wide member's listeners do, since the rules short-circuit on\n * `isOrgWideMember()` and a clause would only narrow what they may already\n * read. A scoped member passes their tokens. See `crmVisibleToClause`, which\n * builds the same clause for every other CRM listener.\n */\nexport function useOrgLeads(options: {\n  orgId: string | null | undefined\n  /** The scope clause, or `null` for an unscoped org-wide read. */\n  visibleTo: readonly string[] | null\n  windowSize: number\n}): OrgLeadsResult {\n  const { orgId, visibleTo, windowSize } = options\n  const firestore = useFirestore()\n  const scopeKey = visibleTo ? visibleTo.join('\\n') : null\n  const [answer, setAnswer] = useState<\n    { rows: OrgLeadRow[]; truncated: boolean } | 'error' | null\n  >(null)\n\n  useEffect(() => {\n    setAnswer(null)\n    if (!orgId) return undefined\n    // An `array-contains-any` over nothing is a query Firestore refuses, so a\n    // scoped member with no tokens lists nothing rather than asking.\n    const tokens = scopeKey === null ? null : scopeKey ? scopeKey.split('\\n') : []\n    if (tokens && !tokens.length) {\n      setAnswer({ rows: [], truncated: false })\n      return undefined\n    }\n    const clauses: QueryConstraint[] = tokens\n      ? [where('visibleTo', 'array-contains-any', tokens)]\n      : []\n    return onSnapshot(\n      query(\n        collection(firestore, 'orgs', orgId, 'leads'),\n        ...clauses,\n        orderBy('lastSeenAtMs', 'desc'),\n        limit(windowSize + 1),\n      ),\n      (snapshot) => {\n        const rows = snapshot.docs.map((entry) => ({\n          ...(entry.data() as DocumentData),\n          $id: entry.id,\n          leadId: entry.id,\n        }))\n        setAnswer({\n          rows: rows.slice(0, windowSize),\n          truncated: rows.length > windowSize,\n        })\n      },\n      (error) => {\n        console.error(error)\n        setAnswer('error')\n      },\n    )\n  }, [firestore, orgId, scopeKey, windowSize])\n\n  return useMemo(() => {\n    if (answer === 'error') {\n      return { data: [], status: 'error' as const, truncated: false }\n    }\n    if (!answer) return { data: [], status: 'loading' as const, truncated: false }\n    return {\n      data: answer.rows,\n      status: 'success' as const,\n      truncated: answer.truncated,\n    }\n  }, [answer])\n}\n\nexport default useOrgLeads\n"],"names":["useFirestore","collection","limit","onSnapshot","orderBy","query","where","useEffect","useMemo","useState","useOrgLeads","options","orgId","visibleTo","windowSize","firestore","scopeKey","join","answer","setAnswer","undefined","tokens","split","length","rows","truncated","clauses","snapshot","docs","map","entry","data","$id","id","leadId","slice","error","console","status"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,YAAY,QAAQ,iCAAgC;AAC7D,SACEC,UAAU,EACVC,KAAK,EACLC,UAAU,EACVC,OAAO,EACPC,KAAK,EACLC,KAAK,QAGA,qBAAoB;AAC3B,SAASC,SAAS,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AA0BpD;;;;;;;;;;;;;;;;;;;CAmBC,GACD,OAAO,SAASC,YAAYC,OAK3B;IACC,MAAM,EAAEC,KAAK,EAAEC,SAAS,EAAEC,UAAU,EAAE,GAAGH;IACzC,MAAMI,YAAYf;IAClB,MAAMgB,WAAWH,YAAYA,UAAUI,IAAI,CAAC,QAAQ;IACpD,MAAM,CAACC,QAAQC,UAAU,GAAGV,SAE1B;IAEFF,UAAU;QACRY,UAAU;QACV,IAAI,CAACP,OAAO,OAAOQ;QACnB,0EAA0E;QAC1E,iEAAiE;QACjE,MAAMC,SAASL,aAAa,OAAO,OAAOA,WAAWA,SAASM,KAAK,CAAC,QAAQ,EAAE;QAC9E,IAAID,UAAU,CAACA,OAAOE,MAAM,EAAE;YAC5BJ,UAAU;gBAAEK,MAAM,EAAE;gBAAEC,WAAW;YAAM;YACvC,OAAOL;QACT;QACA,MAAMM,UAA6BL,SAC/B;YAACf,MAAM,aAAa,sBAAsBe;SAAQ,GAClD,EAAE;QACN,OAAOlB,WACLE,MACEJ,WAAWc,WAAW,QAAQH,OAAO,aAClCc,SACHtB,QAAQ,gBAAgB,SACxBF,MAAMY,aAAa,KAErB,CAACa;YACC,MAAMH,OAAOG,SAASC,IAAI,CAACC,GAAG,CAAC,CAACC,QAAW,aACrCA,MAAMC,IAAI;oBACdC,KAAKF,MAAMG,EAAE;oBACbC,QAAQJ,MAAMG,EAAE;;YAElBd,UAAU;gBACRK,MAAMA,KAAKW,KAAK,CAAC,GAAGrB;gBACpBW,WAAWD,KAAKD,MAAM,GAAGT;YAC3B;QACF,GACA,CAACsB;YACCC,QAAQD,KAAK,CAACA;YACdjB,UAAU;QACZ;IAEJ,GAAG;QAACJ;QAAWH;QAAOI;QAAUF;KAAW;IAE3C,OAAON,QAAQ;QACb,IAAIU,WAAW,SAAS;YACtB,OAAO;gBAAEa,MAAM,EAAE;gBAAEO,QAAQ;gBAAkBb,WAAW;YAAM;QAChE;QACA,IAAI,CAACP,QAAQ,OAAO;YAAEa,MAAM,EAAE;YAAEO,QAAQ;YAAoBb,WAAW;QAAM;QAC7E,OAAO;YACLM,MAAMb,OAAOM,IAAI;YACjBc,QAAQ;YACRb,WAAWP,OAAOO,SAAS;QAC7B;IACF,GAAG;QAACP;KAAO;AACb;AAEA,eAAeR,YAAW"}

package/src/lib/model/crm-routes.d.ts

@@ -54,13 +54,16 @@ export declare function crmRoutes(basePath: string): {
      */
     contactByEmail: (email: string) => string;
     /**
-     * A lead's page — and, at the ORGANIZATION level (AGL-2630), the site
-     * it lives under, as a segment before the id: a lead's id is a person
-     * key, the same on every site that met the person, and `hosts/{hostId}
-     * /leads` is host-scoped by path, so an address that spans sites has to
-     * name one. Under a site the address is the id alone, as it always was.
+     * A lead's page: the id alone, at both levels (AGL-3275).
+     *
+     * This carried the SITE as a segment before the id at the organization
+     * level, and had to: a lead's id is a person key, `hosts/{hostId}/leads`
+     * was host-scoped by path, and so an address that two sites had both met
+     * was two documents with the same id — which the id alone could not tell
+     * apart. One org collection makes the person key unambiguous again, and a
+     * lead addresses like every other CRM record.
      */
-    lead: (id: string, hostId?: string | null) => string;
+    lead: (id: string) => string;
     company: (id: string) => string;
     deal: (id: string) => string;
     /**

package/src/lib/model/crm-routes.js

@@ -57,12 +57,15 @@ import { CRM_VIEW_PARAM } from "./crm-view-param.js";
                 [CONTACTS_LIST_EMAIL_PARAM]: email
             }).toString()}`,
         /**
-     * A lead's page — and, at the ORGANIZATION level (AGL-2630), the site
-     * it lives under, as a segment before the id: a lead's id is a person
-     * key, the same on every site that met the person, and `hosts/{hostId}
-     * /leads` is host-scoped by path, so an address that spans sites has to
-     * name one. Under a site the address is the id alone, as it always was.
-     */ lead: (id, hostId)=>hostId ? `${section('leads')}/${encodeURIComponent(hostId)}/${encodeURIComponent(id)}` : `${section('leads')}/${encodeURIComponent(id)}`,
+     * A lead's page: the id alone, at both levels (AGL-3275).
+     *
+     * This carried the SITE as a segment before the id at the organization
+     * level, and had to: a lead's id is a person key, `hosts/{hostId}/leads`
+     * was host-scoped by path, and so an address that two sites had both met
+     * was two documents with the same id — which the id alone could not tell
+     * apart. One org collection makes the person key unambiguous again, and a
+     * lead addresses like every other CRM record.
+     */ lead: (id)=>`${section('leads')}/${encodeURIComponent(id)}`,
         company: (id)=>`${section('companies')}/${encodeURIComponent(id)}`,
         deal: (id)=>`${section('deals')}/${encodeURIComponent(id)}`,
         /**

package/src/lib/model/crm-routes.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-routes.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_CONTACTS_EMAIL_PARAM, type ConsolePluginPageProps } from '@aglyn/aglyn'\nimport type { CrmConsoleSectionId } from '../components/crm-console-sections'\nimport { CRM_VIEW_PARAM } from './crm-view-param'\n\n/**\n * Every address inside the Contacts surface, built from the one string the\n * shell hands the page (AGL-2595).\n *\n * The hub owns three kinds of deeper route — `people/{contactId}`,\n * `companies/{companyId}`, `deals/{dealId}` — and eight surfaces link into\n * them: a deal names its contact and company, a task names all three, a\n * report drills into a deal, an activity names whoever it happened with.\n * Eight surfaces each spelling `${basePath}/people/${id}` is eight places\n * for one of them to spell it `contacts/`, and a link that 404s inside the\n * hub is indistinguishable from a record that was deleted.\n *\n * The id is URL-encoded because Firestore ids are opaque: the console mints\n * them, but an import or an API caller may not, and a slash in an id would\n * otherwise read as a further segment.\n */\nexport function crmRoutes(basePath: string) {\n  const section = (id: CrmConsoleSectionId) => `${basePath}/${id}`\n  return {\n    section,\n    contact: (id: string) => `${section('contacts')}/${encodeURIComponent(id)}`,\n    /**\n     * The Contacts list narrowed to the people one form captured (AGL-2612):\n     * source `form`, and the `formIds` filter on the form's id. The form's\n     * own page links here; the list reads the two keys back through\n     * `contactsListSeed`, which is the other half of this address.\n     */\n    contactsByForm: (formId: string) =>\n      `${section('contacts')}?${new URLSearchParams({\n        [CONTACTS_LIST_SOURCE_PARAM]: 'form',\n        [CONTACTS_LIST_FORM_PARAM]: formId,\n      }).toString()}`,\n    /**\n     * The Contacts list asked to OPEN the one person with this address\n     * (AGL-2612). The list is the lookup: a contact's id is minted at\n     * capture and nothing outside the CRM holds it, so a surface that has\n     * only an email — an Inbox submission row — links here, the list\n     * filters on the address (a whole-collection query, under the scope\n     * the viewer may read) and moves straight on to the record when exactly\n     * one matches. No match leaves the filtered list on screen, which is\n     * the honest answer for a submission whose contact the band dropped.\n     */\n    contactByEmail: (email: string) =>\n      `${section('contacts')}?${new URLSearchParams({\n        [CONTACTS_LIST_EMAIL_PARAM]: email,\n      }).toString()}`,\n    /**\n     * A lead's page — and, at the ORGANIZATION level (AGL-2630), the site\n     * it lives under, as a segment before the id: a lead's id is a person\n     * key, the same on every site that met the person, and `hosts/{hostId}\n     * /leads` is host-scoped by path, so an address that spans sites has to\n     * name one. Under a site the address is the id alone, as it always was.\n     */\n    lead: (id: string, hostId?: string | null) =>\n      hostId\n        ? `${section('leads')}/${encodeURIComponent(hostId)}/${encodeURIComponent(id)}`\n        : `${section('leads')}/${encodeURIComponent(id)}`,\n    company: (id: string) => `${section('companies')}/${encodeURIComponent(id)}`,\n    deal: (id: string) => `${section('deals')}/${encodeURIComponent(id)}`,\n    /**\n     * A section opened on one of its saved views (AGL-2617). The list reads\n     * the key back through `crmViewIdFromParams`; the same key composes\n     * with the Contacts seeds above, which is why it is a query key and not\n     * a path segment.\n     */\n    sectionView: (id: CrmConsoleSectionId, viewId: string) =>\n      `${section(id)}?${new URLSearchParams({\n        [CRM_VIEW_PARAM]: viewId,\n      }).toString()}`,\n  }\n}\n\n/**\n * The query keys the Contacts list reads on arrival — written by the two\n * builders above and parsed by `contactsListSeed`, named once so neither\n * side can misspell the other.\n */\nexport const CONTACTS_LIST_SOURCE_PARAM = 'source'\nexport const CONTACTS_LIST_FORM_PARAM = 'formId'\n/**\n * The email key is the SHARED constant (AGL-2622): the console app — which\n * the module boundaries keep from importing this plugin — builds the same\n * address through `crmContactByEmailHref`, and `crm-routes.spec.ts` pins\n * `contactByEmail` against it so the plugin and the app cannot spell the\n * key two ways.\n */\nexport const CONTACTS_LIST_EMAIL_PARAM = CRM_CONTACTS_EMAIL_PARAM\n\nexport type CrmRoutes = ReturnType<typeof crmRoutes>\n\n/**\n * What the hub hands a record page: the shell's context, the record's id and\n * the surface's own path so the page can link back to its list.\n *\n * `basePath` is required here where the shell's prop is optional, because a\n * record page is only ever reached THROUGH the hub, which has already refused\n * to render without one.\n */\nexport type CrmDetailPageProps = Pick<\n  ConsolePluginPageProps,\n  'hostId' | 'org' | 'permissions' | 'releaseFlag' | 'hostRole'\n> & {\n  id: string\n  basePath: string\n}\n"],"names":["CRM_CONTACTS_EMAIL_PARAM","CRM_VIEW_PARAM","crmRoutes","basePath","section","id","contact","encodeURIComponent","contactsByForm","formId","URLSearchParams","CONTACTS_LIST_SOURCE_PARAM","CONTACTS_LIST_FORM_PARAM","toString","contactByEmail","email","CONTACTS_LIST_EMAIL_PARAM","lead","hostId","company","deal","sectionView","viewId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,wBAAwB,QAAqC,eAAc;AAEpF,SAASC,cAAc,QAAQ,sBAAkB;AAEjD;;;;;;;;;;;;;;;CAeC,GACD,OAAO,SAASC,UAAUC,QAAgB;IACxC,MAAMC,UAAU,CAACC,KAA4B,GAAGF,SAAS,CAAC,EAAEE,IAAI;IAChE,OAAO;QACLD;QACAE,SAAS,CAACD,KAAe,GAAGD,QAAQ,YAAY,CAAC,EAAEG,mBAAmBF,KAAK;QAC3E;;;;;KAKC,GACDG,gBAAgB,CAACC,SACf,GAAGL,QAAQ,YAAY,CAAC,EAAE,IAAIM,gBAAgB;gBAC5C,CAACC,2BAA2B,EAAE;gBAC9B,CAACC,yBAAyB,EAAEH;YAC9B,GAAGI,QAAQ,IAAI;QACjB;;;;;;;;;KASC,GACDC,gBAAgB,CAACC,QACf,GAAGX,QAAQ,YAAY,CAAC,EAAE,IAAIM,gBAAgB;gBAC5C,CAACM,0BAA0B,EAAED;YAC/B,GAAGF,QAAQ,IAAI;QACjB;;;;;;KAMC,GACDI,MAAM,CAACZ,IAAYa,SACjBA,SACI,GAAGd,QAAQ,SAAS,CAAC,EAAEG,mBAAmBW,QAAQ,CAAC,EAAEX,mBAAmBF,KAAK,GAC7E,GAAGD,QAAQ,SAAS,CAAC,EAAEG,mBAAmBF,KAAK;QACrDc,SAAS,CAACd,KAAe,GAAGD,QAAQ,aAAa,CAAC,EAAEG,mBAAmBF,KAAK;QAC5Ee,MAAM,CAACf,KAAe,GAAGD,QAAQ,SAAS,CAAC,EAAEG,mBAAmBF,KAAK;QACrE;;;;;KAKC,GACDgB,aAAa,CAAChB,IAAyBiB,SACrC,GAAGlB,QAAQC,IAAI,CAAC,EAAE,IAAIK,gBAAgB;gBACpC,CAACT,eAAe,EAAEqB;YACpB,GAAGT,QAAQ,IAAI;IACnB;AACF;AAEA;;;;CAIC,GACD,OAAO,MAAMF,6BAA6B,SAAQ;AAClD,OAAO,MAAMC,2BAA2B,SAAQ;AAChD;;;;;;CAMC,GACD,OAAO,MAAMI,4BAA4BhB,yBAAwB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-routes.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_CONTACTS_EMAIL_PARAM, type ConsolePluginPageProps } from '@aglyn/aglyn'\nimport type { CrmConsoleSectionId } from '../components/crm-console-sections'\nimport { CRM_VIEW_PARAM } from './crm-view-param'\n\n/**\n * Every address inside the Contacts surface, built from the one string the\n * shell hands the page (AGL-2595).\n *\n * The hub owns three kinds of deeper route — `people/{contactId}`,\n * `companies/{companyId}`, `deals/{dealId}` — and eight surfaces link into\n * them: a deal names its contact and company, a task names all three, a\n * report drills into a deal, an activity names whoever it happened with.\n * Eight surfaces each spelling `${basePath}/people/${id}` is eight places\n * for one of them to spell it `contacts/`, and a link that 404s inside the\n * hub is indistinguishable from a record that was deleted.\n *\n * The id is URL-encoded because Firestore ids are opaque: the console mints\n * them, but an import or an API caller may not, and a slash in an id would\n * otherwise read as a further segment.\n */\nexport function crmRoutes(basePath: string) {\n  const section = (id: CrmConsoleSectionId) => `${basePath}/${id}`\n  return {\n    section,\n    contact: (id: string) => `${section('contacts')}/${encodeURIComponent(id)}`,\n    /**\n     * The Contacts list narrowed to the people one form captured (AGL-2612):\n     * source `form`, and the `formIds` filter on the form's id. The form's\n     * own page links here; the list reads the two keys back through\n     * `contactsListSeed`, which is the other half of this address.\n     */\n    contactsByForm: (formId: string) =>\n      `${section('contacts')}?${new URLSearchParams({\n        [CONTACTS_LIST_SOURCE_PARAM]: 'form',\n        [CONTACTS_LIST_FORM_PARAM]: formId,\n      }).toString()}`,\n    /**\n     * The Contacts list asked to OPEN the one person with this address\n     * (AGL-2612). The list is the lookup: a contact's id is minted at\n     * capture and nothing outside the CRM holds it, so a surface that has\n     * only an email — an Inbox submission row — links here, the list\n     * filters on the address (a whole-collection query, under the scope\n     * the viewer may read) and moves straight on to the record when exactly\n     * one matches. No match leaves the filtered list on screen, which is\n     * the honest answer for a submission whose contact the band dropped.\n     */\n    contactByEmail: (email: string) =>\n      `${section('contacts')}?${new URLSearchParams({\n        [CONTACTS_LIST_EMAIL_PARAM]: email,\n      }).toString()}`,\n    /**\n     * A lead's page: the id alone, at both levels (AGL-3275).\n     *\n     * This carried the SITE as a segment before the id at the organization\n     * level, and had to: a lead's id is a person key, `hosts/{hostId}/leads`\n     * was host-scoped by path, and so an address that two sites had both met\n     * was two documents with the same id — which the id alone could not tell\n     * apart. One org collection makes the person key unambiguous again, and a\n     * lead addresses like every other CRM record.\n     */\n    lead: (id: string) => `${section('leads')}/${encodeURIComponent(id)}`,\n    company: (id: string) => `${section('companies')}/${encodeURIComponent(id)}`,\n    deal: (id: string) => `${section('deals')}/${encodeURIComponent(id)}`,\n    /**\n     * A section opened on one of its saved views (AGL-2617). The list reads\n     * the key back through `crmViewIdFromParams`; the same key composes\n     * with the Contacts seeds above, which is why it is a query key and not\n     * a path segment.\n     */\n    sectionView: (id: CrmConsoleSectionId, viewId: string) =>\n      `${section(id)}?${new URLSearchParams({\n        [CRM_VIEW_PARAM]: viewId,\n      }).toString()}`,\n  }\n}\n\n/**\n * The query keys the Contacts list reads on arrival — written by the two\n * builders above and parsed by `contactsListSeed`, named once so neither\n * side can misspell the other.\n */\nexport const CONTACTS_LIST_SOURCE_PARAM = 'source'\nexport const CONTACTS_LIST_FORM_PARAM = 'formId'\n/**\n * The email key is the SHARED constant (AGL-2622): the console app — which\n * the module boundaries keep from importing this plugin — builds the same\n * address through `crmContactByEmailHref`, and `crm-routes.spec.ts` pins\n * `contactByEmail` against it so the plugin and the app cannot spell the\n * key two ways.\n */\nexport const CONTACTS_LIST_EMAIL_PARAM = CRM_CONTACTS_EMAIL_PARAM\n\nexport type CrmRoutes = ReturnType<typeof crmRoutes>\n\n/**\n * What the hub hands a record page: the shell's context, the record's id and\n * the surface's own path so the page can link back to its list.\n *\n * `basePath` is required here where the shell's prop is optional, because a\n * record page is only ever reached THROUGH the hub, which has already refused\n * to render without one.\n */\nexport type CrmDetailPageProps = Pick<\n  ConsolePluginPageProps,\n  'hostId' | 'org' | 'permissions' | 'releaseFlag' | 'hostRole'\n> & {\n  id: string\n  basePath: string\n}\n"],"names":["CRM_CONTACTS_EMAIL_PARAM","CRM_VIEW_PARAM","crmRoutes","basePath","section","id","contact","encodeURIComponent","contactsByForm","formId","URLSearchParams","CONTACTS_LIST_SOURCE_PARAM","CONTACTS_LIST_FORM_PARAM","toString","contactByEmail","email","CONTACTS_LIST_EMAIL_PARAM","lead","company","deal","sectionView","viewId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,wBAAwB,QAAqC,eAAc;AAEpF,SAASC,cAAc,QAAQ,sBAAkB;AAEjD;;;;;;;;;;;;;;;CAeC,GACD,OAAO,SAASC,UAAUC,QAAgB;IACxC,MAAMC,UAAU,CAACC,KAA4B,GAAGF,SAAS,CAAC,EAAEE,IAAI;IAChE,OAAO;QACLD;QACAE,SAAS,CAACD,KAAe,GAAGD,QAAQ,YAAY,CAAC,EAAEG,mBAAmBF,KAAK;QAC3E;;;;;KAKC,GACDG,gBAAgB,CAACC,SACf,GAAGL,QAAQ,YAAY,CAAC,EAAE,IAAIM,gBAAgB;gBAC5C,CAACC,2BAA2B,EAAE;gBAC9B,CAACC,yBAAyB,EAAEH;YAC9B,GAAGI,QAAQ,IAAI;QACjB;;;;;;;;;KASC,GACDC,gBAAgB,CAACC,QACf,GAAGX,QAAQ,YAAY,CAAC,EAAE,IAAIM,gBAAgB;gBAC5C,CAACM,0BAA0B,EAAED;YAC/B,GAAGF,QAAQ,IAAI;QACjB;;;;;;;;;KASC,GACDI,MAAM,CAACZ,KAAe,GAAGD,QAAQ,SAAS,CAAC,EAAEG,mBAAmBF,KAAK;QACrEa,SAAS,CAACb,KAAe,GAAGD,QAAQ,aAAa,CAAC,EAAEG,mBAAmBF,KAAK;QAC5Ec,MAAM,CAACd,KAAe,GAAGD,QAAQ,SAAS,CAAC,EAAEG,mBAAmBF,KAAK;QACrE;;;;;KAKC,GACDe,aAAa,CAACf,IAAyBgB,SACrC,GAAGjB,QAAQC,IAAI,CAAC,EAAE,IAAIK,gBAAgB;gBACpC,CAACT,eAAe,EAAEoB;YACpB,GAAGR,QAAQ,IAAI;IACnB;AACF;AAEA;;;;CAIC,GACD,OAAO,MAAMF,6BAA6B,SAAQ;AAClD,OAAO,MAAMC,2BAA2B,SAAQ;AAChD;;;;;;CAMC,GACD,OAAO,MAAMI,4BAA4BhB,yBAAwB"}

package/src/lib/server/capture-contact.js

@@ -18,7 +18,7 @@ import { CONTACT_SOURCE_LABELS } from "@aglyn/aglyn/app-utils/contacts";
 import { isCrmLeadOpen, normalizeContactEmail, personKey } from "@aglyn/aglyn/server";
 import { captureHostContact } from "@aglyn/tenant-runtime/capture-host-contact";
 import { emitHostEvent } from "@aglyn/tenant-runtime/emit-host-event";
-import { addHostLead, findContactByEmail, firebaseAdmin, orgDataCollectionForHost } from "@aglyn/tenant-data-admin";
+import { addHostLead, findContactByEmail, firebaseAdmin, orgDataCollectionForHost, readLeadForHost } from "@aglyn/tenant-data-admin";
 import { convertOpenLeadOntoContact } from "./convert-open-lead.js";
 /**
  * The CRM answering the platform's contact-capture contract (AGL-3080).
@@ -119,8 +119,13 @@ import { convertOpenLeadOntoContact } from "./convert-open-lead.js";
 /** Whether the site holds an OPEN lead for the address — neither converted nor closed. */ async function openLeadFor(request) {
     var _snapshot_data;
     const key = personKey(request.identity.email);
-    const snapshot = await firebaseAdmin.app().firestore().collection('hosts').doc(request.hostId).collection('leads').doc(key).get();
-    if (!snapshot.exists) return false;
+    /*
+   * Through the seam, which reads the org row and falls back to a lead the
+   * backfill has not reached (AGL-3275). UNSCOPED on purpose: a sibling brand
+   * in the same consent group has to find this person, or its door concludes
+   * there is no lead and files the duplicate this migration exists to end.
+   */ const snapshot = await readLeadForHost(request.hostId, key);
+    if (!snapshot) return false;
     const lead = (_snapshot_data = snapshot.data()) != null ? _snapshot_data : {};
     return !lead.convertedContactId && isCrmLeadOpen(lead);
 }
@@ -133,8 +138,9 @@ import { convertOpenLeadOntoContact } from "./convert-open-lead.js";
     const email = normalizeContactEmail(request.identity.email);
     const key = personKey(email);
     const hostRef = firebaseAdmin.app().firestore().collection('hosts').doc(request.hostId);
-    const leadRef = hostRef.collection('leads').doc(key);
-    const created = !(await leadRef.get()).exists;
+    // `addHostLead` resolves and writes the org collection itself (AGL-3275);
+    // this only needs to know whether the person is new, which decides the event.
+    const created = !await readLeadForHost(request.hostId, key);
     const { formId } = entryPointOf(request.detail);
     const source = request.interaction.source === 'form' && formId ? `form:${formId}` : request.interaction.source;
     const stored = await addHostLead(_extends({