@aglyn/plugins-crm 1.0.0-beta.165 → 1.0.0-beta.167

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.165",
+  "version": "1.0.0-beta.167",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,18 +25,18 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.165",
-    "@aglyn/shared-data-enums": "1.0.0-beta.165",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.165",
-    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.165",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.165",
-    "@aglyn/shared-ui-next": "1.0.0-beta.165",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.165",
-    "@aglyn/shared-util-email": "1.0.0-beta.165",
-    "@aglyn/shared-util-http": "1.0.0-beta.165",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.165",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.165",
-    "@aglyn/tenant-runtime": "1.0.0-beta.165",
+    "@aglyn/aglyn": "1.0.0-beta.167",
+    "@aglyn/shared-data-enums": "1.0.0-beta.167",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.167",
+    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.167",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.167",
+    "@aglyn/shared-ui-next": "1.0.0-beta.167",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.167",
+    "@aglyn/shared-util-email": "1.0.0-beta.167",
+    "@aglyn/shared-util-http": "1.0.0-beta.167",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.167",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.167",
+    "@aglyn/tenant-runtime": "1.0.0-beta.167",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

package/src/lib/components/contact-associations-card.js

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

package/src/lib/components/contact-associations-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-associations-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ConsentGroup,\n  type ContactSource,\n  MARKETING_BASIS_LABELS,\n  readMarketingBasis,\n} from '@aglyn/aglyn'\nimport { personKeyInBrowser } from '../model/person-key-web'\n/*\n * The component path and NOT the marketing barrel: that barrel is the entry\n * point the tenant's loader imports to activate the plugin's SITE half, so a\n * console card named there ships to every published page.\n */\nimport { CrmRecordAttributionZone } from './crm-attribution-zone'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useHostCampaigns,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Chip, Divider, Stack, Typography } from '@mui/material'\nimport { doc, getDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport type { ContactRecord } from '../model/contact-record'\nimport { crmRoutes } from '../model/crm-routes'\n\nexport interface ContactAssociationsCardProps {\n  /**\n   * The site whose lead, campaigns and attribution are shown — the mounted\n   * site, or at the organization level the holder's own; `null` for a row\n   * no site has captured, when none of the three has an address.\n   */\n  hostId: string | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /** The document as read, for the consent fields the projection leaves out. */\n  row: Record<string, unknown>\n  consentGroup: ConsentGroup\n  /** The listener's verdict on the row, for the stale-seed guard. */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The hub's own path, for the link to this person's lead. */\n  basePath: string\n  /**\n   * The site's Bookings page narrowed to this person's address (AGL-2660),\n   * or nothing where the site has no booking door — the page decides, and\n   * the row is simply not drawn.\n   */\n  bookingsHref?: string | null\n}\n\n/**\n * WHERE THIS PERSON CAME FROM AND WHAT THEY ARE FILED UNDER (AGL-2596).\n *\n * Four facts that were in the v1 drawer and are not properties of the\n * person so much as of the RELATIONSHIP:\n *\n *  - The SOURCES say which mechanism created the record — a form, a\n *    checkout, an import.\n *  - The ATTRIBUTION says which campaign led to it, recorded from the link\n *    they followed and never editable. One keyed read, paid on opening the\n *    page rather than per row of the list.\n *  - The CONSENT is the basis this controller holds for marketing email:\n *    opted in, opted out, or no record — three states that never collapse\n *    into two, because \"no record\" is the commonest and is not a refusal.\n *  - The FILING is which campaigns the team has PUT them in, a working set\n *    kept by hand. It adds nobody to a send: a campaign's audience is its\n *    lists and each email's own picker, and the helper says so where a\n *    reader would otherwise assume the opposite.\n *\n * The filing is the one editable thing here and has its own Save, through\n * the same stale-seed guard the properties card uses: a campaign membership\n * written over a cached read could revert somebody else's filing. The save\n * goes to `crm/contact-update` (AGL-2804), because the filing is this\n * holder's facet and a facet is the server's to write; like every field that\n * route writes, it is refused to a plan without the CRM (AGL-2851).\n *\n * ## The lead (AGL-2612)\n *\n * A LEAD is the sales record a lead surface — a sign-up, a booking, a form\n * with lead routing — files beside the contact, under the capturing site at\n * `hosts/{hostId}/leads/{personKey}`. The lead's page links the contact\n * once converted; nothing linked back, so the two halves of one person\n * read as unrelated. One `getDoc` by the key the capture derives — the\n * address, normalized and hashed, computed here on WebCrypto — is what\n * answers \"does this site hold a lead for this person\", and it is a read\n * this page pays because opening the record IS the ask. Absence is a fact\n * too: a contact captured by an order or an import has no lead, and the\n * chip is simply not there.\n */\nexport function ContactAssociationsCard(props: ContactAssociationsCardProps) {\n  const { hostId, record, row, consentGroup, seed, basePath, bookingsHref } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  const routes = crmRoutes(basePath)\n\n  const [leadKey, setLeadKey] = useState<string | null>(null)\n  const email = record.email\n  useEffect(() => {\n    let active = true\n    setLeadKey(null)\n    if (!hostId) return undefined\n    void (async () => {\n      const key = await personKeyInBrowser(email)\n      if (!key || !active) return\n      const snapshot = await getDoc(\n        doc(firestore, 'hosts', hostId, 'leads', key),\n      ).catch(() => null)\n      if (active && snapshot?.exists()) setLeadKey(key)\n    })().catch(() => undefined)\n    return () => {\n      active = false\n    }\n  }, [firestore, hostId, email])\n\n  const [campaigns, setCampaigns] = useState<string[]>(record.campaignIds)\n  const [saving, setSaving] = useState(false)\n  const recordId = record.$id\n  useEffect(() => {\n    setCampaigns(record.campaignIds)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  /*\n   * The site's campaigns, read because this page IS the ask: one picker on\n   * one record, and nothing in the list ever paid for the campaign list.\n   */\n  const siteCampaigns = useHostCampaigns(hostId ?? undefined, { enabled: Boolean(hostId) })\n\n  const consent = useMemo(\n    () => readMarketingBasis(row, consentGroup),\n    [row, consentGroup],\n  )\n\n  const handleSaveFiling = useCallback(async () => {\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        // An empty selection is sent as an empty list rather than left out,\n        // so \"filed under no campaign\" has one shape here and in the pass\n        // that detaches a deleted campaign.\n        () =>\n          contactUpdate.updateOne(record.$id, {\n            campaignIds: Aglyn.campaignMembershipValue(campaigns),\n          }),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [campaigns, contactUpdate, enqueueSnackbar, record.$id, seed.fromCache, seed.status])\n\n  const sources = Object.keys(record.sources ?? {}) as ContactSource[]\n  const consentDetail = [\n    consent.basisAtMs\n      ? `recorded ${new Date(consent.basisAtMs).toLocaleDateString()}`\n      : null,\n    consent.assertedBy === 'operator' ? 'entered by your team' : null,\n    consent.otherGrant === 'other-host'\n      ? 'opted in to another site in this workspace'\n      : null,\n  ].filter(Boolean)\n\n  return (\n    <CardDisplay\n      header={'Relationship'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#what-each-site-keeps-to-itself' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Sources'}</Typography>\n          {sources.length || leadKey ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip\n                  key={source}\n                  label={CONTACT_SOURCE_LABELS[source] ?? source}\n                  size=\"small\"\n                />\n              ))}\n              {/*\n                This site's lead for the person, when it holds one — a link,\n                in the shape the lead's page uses to point back here.\n              */}\n              {leadKey ? (\n                <Button\n                  component={AppLink as any}\n                  {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                  href={routes.lead(leadKey)}\n                  size=\"small\"\n                  variant=\"outlined\"\n                  sx={{ py: 0, minHeight: 24, lineHeight: 1.5 }}\n                >\n                  {'Lead on this site'}\n                </Button>\n              ) : null}\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'No capture recorded.'}\n            </Typography>\n          )}\n        </Stack>\n        {/*\n          The person's bookings on this site (AGL-2660): every booking\n          taken with their address, past ones too, on the Bookings page —\n          the appointments are that page's records, and this card only\n          points at them.\n        */}\n        {bookingsHref ? (\n          <Stack spacing={0.5}>\n            <Typography variant=\"subtitle2\">{'Bookings'}</Typography>\n            <Typography variant=\"body2\">\n              <AppLink href={bookingsHref}>{'Bookings on this site'}</AppLink>\n            </Typography>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Every booking made with this address, upcoming and past.'}\n            </Typography>\n          </Stack>\n        ) : null}\n        {hostId ? (\n          <Stack spacing={0.5}>\n            <CrmRecordAttributionZone\n              hostId={hostId}\n              recordKind=\"contact\"\n              recordId={record.$id}\n            />\n            {/* Attribution is the campaign that brought the person; the\n                picker below is the team's own filing (AGL-3274). */}\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Filing is separate — see Filed under campaigns.'}\n            </Typography>\n          </Stack>\n        ) : null}\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Marketing email'}</Typography>\n          <Typography variant=\"body2\">\n            {MARKETING_BASIS_LABELS[consent.basis]}\n            {consentDetail.length ? ` · ${consentDetail.join(' · ')}` : ''}\n          </Typography>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {consent.basis === 'unrecorded'\n              ? 'Nothing was recorded either way — not a refusal, and not permission.'\n              : `The basis this ${\n                  consentGroup.declared ? 'group' : 'site'\n                } holds. Other sites in the workspace keep their own.`}\n          </Typography>\n        </Stack>\n        <Divider />\n        <CampaignPicker\n          options={siteCampaigns.options}\n          value={campaigns}\n          onChange={setCampaigns}\n          label=\"Filed under campaigns\"\n          helperText=\"Your own filing. It never adds anyone to a send — a campaign mails its lists.\"\n          empty={siteCampaigns.ready && !siteCampaigns.options.length}\n          emptyText=\"This site has no campaigns yet.\"\n        />\n        <Stack direction=\"row\">\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || (siteCampaigns.ready && !siteCampaigns.options.length)}\n            onClick={() => void handleSaveFiling()}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        </Stack>\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactAssociationsCard.displayName = 'ContactAssociationsCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-associations-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport {\n  CONTACT_SOURCE_LABELS,\n  type ConsentGroup,\n  type ContactSource,\n  MARKETING_BASIS_LABELS,\n  readMarketingBasis,\n} from '@aglyn/aglyn'\nimport { personKeyInBrowser } from '../model/person-key-web'\n/*\n * The component path and NOT the marketing barrel: that barrel is the entry\n * point the tenant's loader imports to activate the plugin's SITE half, so a\n * console card named there ships to every published page.\n */\nimport { CrmRecordAttributionZone } from './crm-attribution-zone'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useHostCampaigns,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Chip, Divider, Stack, Typography } from '@mui/material'\nimport { doc, getDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport type { ContactRecord } from '../model/contact-record'\nimport { crmRoutes } from '../model/crm-routes'\nimport { useCrmScope } from '../hooks/use-crm-scope'\n\nexport interface ContactAssociationsCardProps {\n  /**\n   * The site whose lead, campaigns and attribution are shown — the mounted\n   * site, or at the organization level the holder's own; `null` for a row\n   * no site has captured, when none of the three has an address.\n   */\n  hostId: string | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /** The document as read, for the consent fields the projection leaves out. */\n  row: Record<string, unknown>\n  consentGroup: ConsentGroup\n  /** The listener's verdict on the row, for the stale-seed guard. */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The hub's own path, for the link to this person's lead. */\n  basePath: string\n  /**\n   * The site's Bookings page narrowed to this person's address (AGL-2660),\n   * or nothing where the site has no booking door — the page decides, and\n   * the row is simply not drawn.\n   */\n  bookingsHref?: string | null\n}\n\n/**\n * WHERE THIS PERSON CAME FROM AND WHAT THEY ARE FILED UNDER (AGL-2596).\n *\n * Four facts that were in the v1 drawer and are not properties of the\n * person so much as of the RELATIONSHIP:\n *\n *  - The SOURCES say which mechanism created the record — a form, a\n *    checkout, an import.\n *  - The ATTRIBUTION says which campaign led to it, recorded from the link\n *    they followed and never editable. One keyed read, paid on opening the\n *    page rather than per row of the list.\n *  - The CONSENT is the basis this controller holds for marketing email:\n *    opted in, opted out, or no record — three states that never collapse\n *    into two, because \"no record\" is the commonest and is not a refusal.\n *  - The FILING is which campaigns the team has PUT them in, a working set\n *    kept by hand. It adds nobody to a send: a campaign's audience is its\n *    lists and each email's own picker, and the helper says so where a\n *    reader would otherwise assume the opposite.\n *\n * The filing is the one editable thing here and has its own Save, through\n * the same stale-seed guard the properties card uses: a campaign membership\n * written over a cached read could revert somebody else's filing. The save\n * goes to `crm/contact-update` (AGL-2804), because the filing is this\n * holder's facet and a facet is the server's to write; like every field that\n * route writes, it is refused to a plan without the CRM (AGL-2851).\n *\n * ## The lead (AGL-2612)\n *\n * A LEAD is the sales record a lead surface — a sign-up, a booking, a form\n * with lead routing — files beside the contact, under the capturing site at\n * `hosts/{hostId}/leads/{personKey}`. The lead's page links the contact\n * once converted; nothing linked back, so the two halves of one person\n * read as unrelated. One `getDoc` by the key the capture derives — the\n * address, normalized and hashed, computed here on WebCrypto — is what\n * answers \"does this site hold a lead for this person\", and it is a read\n * this page pays because opening the record IS the ask. Absence is a fact\n * too: a contact captured by an order or an import has no lead, and the\n * chip is simply not there.\n */\nexport function ContactAssociationsCard(props: ContactAssociationsCardProps) {\n  const { hostId, record, row, consentGroup, seed, basePath, bookingsHref } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  const routes = crmRoutes(basePath)\n\n  const [leadKey, setLeadKey] = useState<string | null>(null)\n  const email = record.email\n  useEffect(() => {\n    let active = true\n    setLeadKey(null)\n    if (!hostId) return undefined\n    void (async () => {\n      const key = await personKeyInBrowser(email)\n      if (!key || !active) return\n      const snapshot = await getDoc(\n        doc(firestore, 'orgs', orgId, 'leads', key),\n      ).catch(() => null)\n      if (active && snapshot?.exists()) setLeadKey(key)\n    })().catch(() => undefined)\n    return () => {\n      active = false\n    }\n  }, [firestore, hostId, email])\n\n  const [campaigns, setCampaigns] = useState<string[]>(record.campaignIds)\n  const [saving, setSaving] = useState(false)\n  const recordId = record.$id\n  useEffect(() => {\n    setCampaigns(record.campaignIds)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  /*\n   * The site's campaigns, read because this page IS the ask: one picker on\n   * one record, and nothing in the list ever paid for the campaign list.\n   */\n  const siteCampaigns = useHostCampaigns(hostId ?? undefined, { enabled: Boolean(hostId) })\n\n  const consent = useMemo(\n    () => readMarketingBasis(row, consentGroup),\n    [row, consentGroup],\n  )\n\n  const handleSaveFiling = useCallback(async () => {\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        // An empty selection is sent as an empty list rather than left out,\n        // so \"filed under no campaign\" has one shape here and in the pass\n        // that detaches a deleted campaign.\n        () =>\n          contactUpdate.updateOne(record.$id, {\n            campaignIds: Aglyn.campaignMembershipValue(campaigns),\n          }),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [campaigns, contactUpdate, enqueueSnackbar, record.$id, seed.fromCache, seed.status])\n\n  const sources = Object.keys(record.sources ?? {}) as ContactSource[]\n  const consentDetail = [\n    consent.basisAtMs\n      ? `recorded ${new Date(consent.basisAtMs).toLocaleDateString()}`\n      : null,\n    consent.assertedBy === 'operator' ? 'entered by your team' : null,\n    consent.otherGrant === 'other-host'\n      ? 'opted in to another site in this workspace'\n      : null,\n  ].filter(Boolean)\n\n  return (\n    <CardDisplay\n      header={'Relationship'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#what-each-site-keeps-to-itself' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Sources'}</Typography>\n          {sources.length || leadKey ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip\n                  key={source}\n                  label={CONTACT_SOURCE_LABELS[source] ?? source}\n                  size=\"small\"\n                />\n              ))}\n              {/*\n                This site's lead for the person, when it holds one — a link,\n                in the shape the lead's page uses to point back here.\n              */}\n              {leadKey ? (\n                <Button\n                  component={AppLink as any}\n                  {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                  href={routes.lead(leadKey)}\n                  size=\"small\"\n                  variant=\"outlined\"\n                  sx={{ py: 0, minHeight: 24, lineHeight: 1.5 }}\n                >\n                  {'Lead on this site'}\n                </Button>\n              ) : null}\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'No capture recorded.'}\n            </Typography>\n          )}\n        </Stack>\n        {/*\n          The person's bookings on this site (AGL-2660): every booking\n          taken with their address, past ones too, on the Bookings page —\n          the appointments are that page's records, and this card only\n          points at them.\n        */}\n        {bookingsHref ? (\n          <Stack spacing={0.5}>\n            <Typography variant=\"subtitle2\">{'Bookings'}</Typography>\n            <Typography variant=\"body2\">\n              <AppLink href={bookingsHref}>{'Bookings on this site'}</AppLink>\n            </Typography>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Every booking made with this address, upcoming and past.'}\n            </Typography>\n          </Stack>\n        ) : null}\n        {hostId ? (\n          <Stack spacing={0.5}>\n            <CrmRecordAttributionZone\n              hostId={hostId}\n              recordKind=\"contact\"\n              recordId={record.$id}\n            />\n            {/* Attribution is the campaign that brought the person; the\n                picker below is the team's own filing (AGL-3274). */}\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Filing is separate — see Filed under campaigns.'}\n            </Typography>\n          </Stack>\n        ) : null}\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Marketing email'}</Typography>\n          <Typography variant=\"body2\">\n            {MARKETING_BASIS_LABELS[consent.basis]}\n            {consentDetail.length ? ` · ${consentDetail.join(' · ')}` : ''}\n          </Typography>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {consent.basis === 'unrecorded'\n              ? 'Nothing was recorded either way — not a refusal, and not permission.'\n              : `The basis this ${\n                  consentGroup.declared ? 'group' : 'site'\n                } holds. Other sites in the workspace keep their own.`}\n          </Typography>\n        </Stack>\n        <Divider />\n        <CampaignPicker\n          options={siteCampaigns.options}\n          value={campaigns}\n          onChange={setCampaigns}\n          label=\"Filed under campaigns\"\n          helperText=\"Your own filing. It never adds anyone to a send — a campaign mails its lists.\"\n          empty={siteCampaigns.ready && !siteCampaigns.options.length}\n          emptyText=\"This site has no campaigns yet.\"\n        />\n        <Stack direction=\"row\">\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || (siteCampaigns.ready && !siteCampaigns.options.length)}\n            onClick={() => void handleSaveFiling()}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        </Stack>\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactAssociationsCard.displayName = 'ContactAssociationsCard'\n\nexport default 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package/src/lib/components/crm-console-page.js

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

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

@@ -1 +1 @@
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Only the\n * returned branch is ever built.\n *\n * Three sections own a deeper route — a record beneath the list — and read\n * it off `detail`, the segments after the section id. A list section with\n * nothing after it is the list; one segment is the record; the shell has\n * already 404'd anything it could not resolve to this surface.\n */\nfunction sectionBody(\n  section: CrmConsoleSectionId,\n  props: ConsolePluginPageProps,\n  /** The section's OWN segments — `segments[1]` onward. */\n  detail: readonly string[],\n  basePath: string,\n): ReactNode {\n  const record = detail[0]\n  const recordProps = {\n    hostId: props.hostId,\n    org: props.org,\n    permissions: props.permissions,\n    releaseFlag: props.releaseFlag,\n    hostRole: props.hostRole,\n    basePath,\n  }\n  switch (section) {\n    case 'contacts':\n      return record ? (\n        <ContactDetailPage {...recordProps} id={record} />\n      ) : (\n        <ContactsSection {...props} />\n      )\n    case 'leads':\n      /*\n       * A lead lives under its site, so at the organization level the\n       * address names the site before the id — `leads/{hostId}/{leadId}`\n       * (AGL-2630) — and the record page is mounted UNDER that site: every\n       * read and write it makes is host-scoped by path, exactly as on the\n       * site's own hub. Under a site the id is the one segment it always\n       * was.\n       */\n      return record ? (\n        !props.hostId && detail.length >= 2 ? (\n          <LeadDetailPage {...recordProps} hostId={record} id={detail[1]} />\n        ) : (\n          <LeadDetailPage {...recordProps} id={record} />\n        )\n      ) : (\n        <LeadsSection {...props} />\n      )\n    case 'companies':\n      return record ? 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The shell redirects a bare\n   * `/contacts` to the landing section and holds a spinner while it does, so\n   * this state is transient — and rendering the people list here instead\n   * would pay for its listens on a URL that is already being replaced.\n   */\n  if (!section || !sections?.length || !basePath) return null\n\n  const hub = (\n    <HubSections sections={sections}>\n      {sectionBody(\n        section as CrmConsoleSectionId,\n        props,\n        // `segments[0]` IS the section — the shell resolved it into `section`\n        // already — so what a section owns is everything after it.\n        (segments ?? []).slice(1),\n        basePath,\n      )}\n    </HubSections>\n  )\n  /*\n   * THE ORGANIZATION-LEVEL MOUNT (AGL-2630). 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-console-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { ConsolePluginPageProps } from '@aglyn/aglyn'\nimport { HubSections } from '@aglyn/shared-ui-next'\nimport type { ReactNode } from 'react'\nimport { CrmOrgMountProvider } from '../hooks/use-crm-org-mount'\nimport CompaniesSection from './companies-section'\nimport CompanyDetailPage from './company-detail-page'\nimport ContactDetailPage from './contact-detail-page'\nimport type { CrmConsoleSectionId } from './crm-console-sections'\nimport DealDetailPage from './deal-detail-page'\nimport DealsSection from './deals-section'\nimport FieldsSection from './fields-section'\nimport LeadDetailPage from './lead-detail-page'\nimport LeadsSection from './leads-section'\nimport ContactsSection from './contacts-section'\nimport ReportsSection from './reports-section'\nimport CrmSettingsSection from './settings-section'\nimport TasksSection from './tasks-section'\n\n/**\n * The body of one Contacts section, built only when that section is the one\n * being read (AGL-2595).\n *\n * A function rather than a map of nodes on purpose: a `Record<id, ReactNode>`\n * would CONSTRUCT every section on every render, and the people list alone\n * opens four Firestore listens and an aggregate read on mount. Only the\n * returned branch is ever built.\n *\n * Three sections own a deeper route — a record beneath the list — and read\n * it off `detail`, the segments after the section id. A list section with\n * nothing after it is the list; one segment is the record; the shell has\n * already 404'd anything it could not resolve to this surface.\n */\nfunction sectionBody(\n  section: CrmConsoleSectionId,\n  props: ConsolePluginPageProps,\n  /** The section's OWN segments — `segments[1]` onward. */\n  detail: readonly string[],\n  basePath: string,\n): ReactNode {\n  const record = detail[0]\n  const recordProps = {\n    hostId: props.hostId,\n    org: props.org,\n    permissions: props.permissions,\n    releaseFlag: props.releaseFlag,\n    hostRole: props.hostRole,\n    basePath,\n  }\n  switch (section) {\n    case 'contacts':\n      return record ? (\n        <ContactDetailPage {...recordProps} id={record} />\n      ) : (\n        <ContactsSection {...props} />\n      )\n    case 'leads':\n      /*\n       * ONE SEGMENT, at both levels (AGL-3275).\n       *\n       * The organization level used to name the site before the id —\n       * `leads/{hostId}/{leadId}` (AGL-2630) — because a lead lived under its\n       * site and a person key was the same id under each site that had met\n       * them, so the id alone could not say which record was meant. A lead is\n       * one org row now, and addresses like every other CRM record.\n       *\n       * The two-segment form is still ACCEPTED, and deliberately: links to a\n       * lead were shared, bookmarked and mailed while the old shape was live,\n       * and the id it carries is the same person key either way. The site\n       * segment is simply dropped.\n       */\n      return record ? (\n        !props.hostId && detail.length >= 2 ? (\n          <LeadDetailPage {...recordProps} id={detail[1]} />\n        ) : (\n          <LeadDetailPage {...recordProps} id={record} />\n        )\n      ) : (\n        <LeadsSection {...props} />\n      )\n    case 'companies':\n      return record ? (\n        <CompanyDetailPage {...recordProps} id={record} />\n      ) : (\n        <CompaniesSection\n          hostId={props.hostId}\n          org={props.org}\n          basePath={basePath}\n        />\n      )\n    case 'deals':\n      return record ? (\n        <DealDetailPage {...recordProps} id={record} />\n      ) : (\n        <DealsSection {...props} />\n      )\n    case 'tasks':\n      return <TasksSection {...props} />\n    case 'reports':\n      // The shell's props whole, like the contacts list: the reports resolve\n      // the org scope from `hostId`, the consent group from `org`, and their\n      // drill-down links from `basePath` (AGL-2604).\n      return <ReportsSection {...props} />\n    case 'fields':\n      return <FieldsSection hostId={props.hostId} org={props.org} />\n    case 'settings':\n      // The org-wide switches (AGL-2613): what the CRM does on its own for\n      // every site in the workspace, written to the org document.\n      return <CrmSettingsSection hostId={props.hostId} org={props.org} />\n    default:\n      return null\n  }\n}\n\n/**\n * Contacts (AGL-109 → AGL-395 → AGL-2595): the CRM hub — people, companies,\n * deals, tasks, reports and fields — owned by the contacts plugin and\n * rendered by the shell's generic plugin route. The shell applies the\n * `release_crm` gate (via the nav tab) and passes the resolved `org`\n * doc, which the people section reads for the `contactsPerHost` quota.\n *\n * Sections are ROUTES, following the hubs that migrated before it (AGL-2501):\n * `/contacts/people` is the v1 list, and every other section is a URL of its\n * own, so the page builds one section's body and the others do not exist to\n * subscribe. The v1 body moved to `contacts-section.tsx` untouched; what this\n * file adds is the rail and the switch.\n */\nexport function CrmConsolePage(props: ConsolePluginPageProps) {\n  const { section, sections, basePath, segments, orgMount } = props\n\n  /*\n   * Nothing until the URL names a section. The shell redirects a bare\n   * `/contacts` to the landing section and holds a spinner while it does, so\n   * this state is transient — and rendering the people list here instead\n   * would pay for its listens on a URL that is already being replaced.\n   */\n  if (!section || !sections?.length || !basePath) return null\n\n  const hub = (\n    <HubSections sections={sections}>\n      {sectionBody(\n        section as CrmConsoleSectionId,\n        props,\n        // `segments[0]` IS the section — the shell resolved it into `section`\n        // already — so what a section owns is everything after it.\n        (segments ?? []).slice(1),\n        basePath,\n      )}\n    </HubSections>\n  )\n  /*\n   * THE ORGANIZATION-LEVEL MOUNT (AGL-2630). 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package/src/lib/components/crm-glance-card.js

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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-glance-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport {\n  getAggregateFromServer,\n  getCountFromServer,\n  query,\n  sum,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport {\n  useConsoleHostRoute,\n  useFirestore,\n  useOrgDataScope,\n  useOrgPlan,\n} from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmRoutes } from '../model/crm-routes'\nimport { openLeadsAcrossSites } from './reports/lead-counts'\nimport { scopedCollection, visibleToClause } from './reports/report-scope'\nimport { ReportStatTile } from './reports/report-stat-tile'\nimport { useAggregateRead } from './reports/use-aggregate-read'\n\nconst WEEK_MS = 7 * 24 * 60 * 60 * 1000\n\ninterface GlanceFigures {\n  contacts: number\n  newThisWeek: number\n  pipelineCents: number\n  tasksDue: number\n  /** Open leads — new or being worked — on this site, or across the org's sites. */\n  leadsToWork: number\n}\n\nexport interface CrmGlanceCardProps {\n  /**\n   * The site the card is on the dashboard of, or `null` beneath the org\n   * hub's mount (AGL-2634), where the figures total every site: the\n   * org-wide reads carry no scope clause, and the lead figure fans out\n   * over the mount's site list.\n   */\n  hostId: string | null\n  /** The org hub's own path, for the links when there is no site to derive them from. */\n  basePath?: string\n}\n\n/**\n * CRM at a glance (AGL-2604): a `hostDashboard` widget with five numbers —\n * contacts, new this week, open pipeline value, tasks due today or overdue,\n * and leads still to work (AGL-2624) — each a link into the section that\n * explains it.\n *\n * Server aggregates and nothing else: a dashboard card mounts on every\n * visit to the site's front page, so it is the one surface on which a\n * bounded read of a thousand rows would be a cost paid for nothing. Each\n * number is a count or a sum the server takes over the same `visibleTo`\n * predicate the hub's sections query with, so the card never shows a figure\n * the section behind the link would not.\n *\n * The lead figure is two counts and a subtraction — every lead on the site,\n * less the closed ones — because a lead nobody has touched carries no status\n * field and Firestore cannot select on a field's absence; see\n * `openLeadsFromCounts`. Leads are host-scoped by path rather than by\n * `visibleTo`, so those two counts run on `hosts/{hostId}/leads` under the\n * site's own rules, the way the Leads section reads it.\n *\n * The widget is handed a host doc id and nothing else, so the org — needed\n * for the consent group whose tokens scope the reads — comes from\n * `useOrgPlan`, and the link base from `useConsoleHostRoute`, the way the\n * commerce glance card builds its store link. Nothing is read until the org\n * has settled: a first round of aggregates against the solo group, replaced\n * by a second against the real one, would be two reads for one answer.\n *\n * ## The organization level (AGL-2634)\n *\n * Mounted with no site beneath the org hub's mount, the card totals the\n * organization: the reads carry no scope clause — the rules admit an\n * org-wide member to every row — and the lead figure is the same two\n * counts per site, over every site the mount lists, summed. Nothing is\n * read until that list has settled, for the reason nothing is read under\n * a site until the org has. The org's dashboard has no widget slot yet, so\n * the mount is a capability rather than a page; what it needs from the\n * shell is a slot and the hub's `basePath`.\n */\nexport function CrmGlanceCard(props: CrmGlanceCardProps) {\n  const { hostId, basePath } = props\n  const mount = useCrmOrgMount()\n  const consoleRoute = useConsoleHostRoute(hostId)\n  const { org, ready: planReady } = useOrgPlan(hostId ?? undefined)\n  const { scope } = useOrgDataScope(hostId ? { hostId } : { orgId: mount?.orgId })\n  const firestore = useFirestore()\n  // Under a site, the site's group's tokens once the org has settled; at\n  // the org level `null` — no clause — once the site list has.\n  const tokens = useMemo(() => {\n    if (!hostId) return null\n    if (!planReady) return undefined\n    const group = Aglyn.consentGroupForHost(org ?? null, hostId)\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...group.hostIds.map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, planReady, hostId])\n  const leadSites = useMemo(\n    () =>\n      hostId\n        ? [hostId]\n        : mount?.hostsReady\n          ? mount.hosts.map((host) => host.id)\n          : null,\n    [hostId, mount],\n  )\n  const leadSitesKey = leadSites?.join('\\n') ?? ''\n  // Anchored once per mount so the queries are stable across renders.\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const figures = useAggregateRead<GlanceFigures>(() => {\n    if (!scope || tokens === undefined || !leadSites) return null\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const deals = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.deals)\n    const tasks = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks)\n    const day = Aglyn.localDayBounds(nowMs)\n    const countOf = (target: ReturnType<typeof query>) =>\n      getCountFromServer(target).then((snapshot) => snapshot.data().count)\n    return Promise.all([\n      countOf(query(contacts, ...visibleToClause(tokens))),\n      countOf(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(nowMs - WEEK_MS)),\n        ),\n      ),\n      getAggregateFromServer(\n        query(deals, ...visibleToClause(tokens), where('status', '==', 'open')),\n        { amountCents: sum('amountCents') },\n      ).then((snapshot) => Number(snapshot.data().amountCents ?? 0)),\n      // Due today OR overdue: everything open that is due before the day ends.\n      countOf(\n        query(\n          tasks,\n          ...visibleToClause(tokens),\n          where('status', '==', 'open'),\n          where('dueAtMs', '<', day.end),\n        ),\n      ),\n      openLeadsAcrossSites(firestore, leadSites),\n    ]).then(([contacts, newThisWeek, pipelineCents, tasksDue, leadsToWork]) => ({\n      contacts,\n      newThisWeek,\n      pipelineCents,\n      tasksDue,\n      leadsToWork,\n    }))\n  }, [firestore, scope, tokens, nowMs, leadSitesKey])\n\n  const routes = useMemo(\n    () =>\n      hostId\n        ? consoleRoute.base\n          ? crmRoutes(`${consoleRoute.base}/crm`)\n          : null\n        : basePath\n          ? crmRoutes(basePath)\n          : null,\n    [hostId, consoleRoute.base, basePath],\n  )\n  const hubHref = hostId\n    ? consoleRoute.base\n      ? `${consoleRoute.base}/crm`\n      : undefined\n    : basePath\n  const value = figures.value\n\n  return (\n    <CardDisplay\n      header={'CRM at a glance'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#crm-at-a-glance',\n        excerpt:\n          'Contacts, new contacts this week, the value of every open deal, ' +\n          'the tasks due today or overdue, and the leads still to work — ' +\n          'each counted on the server and each a link into the CRM.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            component={AppLink as any}\n            {...({ componentVariant: 'naked', nativeButton: false } as any)}\n            href={hubHref}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open CRM'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Contacts'}\n            value={value ? value.contacts.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'New this week'}\n            value={value ? value.newThisWeek.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Open pipeline'}\n            value={value ? money(value.pipelineCents, 'usd') : null}\n            href={routes?.section('deals')}\n          />\n          <ReportStatTile\n            label={'Tasks due'}\n            value={value ? value.tasksDue.toLocaleString() : null}\n            note={'today or overdue'}\n            color={value?.tasksDue ? 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Open the CRM for the full picture.'}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nCrmGlanceCard.displayName = 'CrmGlanceCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-glance-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport {\n  getAggregateFromServer,\n  getCountFromServer,\n  query,\n  sum,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport {\n  useConsoleHostRoute,\n  useFirestore,\n  useOrgDataScope,\n  useOrgPlan,\n} from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmRoutes } from '../model/crm-routes'\nimport { openLeadsForScope } from './reports/lead-counts'\nimport { scopedCollection, visibleToClause } from './reports/report-scope'\nimport { ReportStatTile } from './reports/report-stat-tile'\nimport { useAggregateRead } from './reports/use-aggregate-read'\n\nconst WEEK_MS = 7 * 24 * 60 * 60 * 1000\n\ninterface GlanceFigures {\n  contacts: number\n  newThisWeek: number\n  pipelineCents: number\n  tasksDue: number\n  /** Open leads — new or being worked — on this site, or across the org's sites. */\n  leadsToWork: number\n}\n\nexport interface CrmGlanceCardProps {\n  /**\n   * The site the card is on the dashboard of, or `null` beneath the org\n   * hub's mount (AGL-2634), where the figures total every site: the\n   * org-wide reads carry no scope clause, and the lead figure fans out\n   * over the mount's site list.\n   */\n  hostId: string | null\n  /** The org hub's own path, for the links when there is no site to derive them from. */\n  basePath?: string\n}\n\n/**\n * CRM at a glance (AGL-2604): a `hostDashboard` widget with five numbers —\n * contacts, new this week, open pipeline value, tasks due today or overdue,\n * and leads still to work (AGL-2624) — each a link into the section that\n * explains it.\n *\n * Server aggregates and nothing else: a dashboard card mounts on every\n * visit to the site's front page, so it is the one surface on which a\n * bounded read of a thousand rows would be a cost paid for nothing. Each\n * number is a count or a sum the server takes over the same `visibleTo`\n * predicate the hub's sections query with, so the card never shows a figure\n * the section behind the link would not.\n *\n * The lead figure is two counts and a subtraction — every lead on the site,\n * less the closed ones — because a lead nobody has touched carries no status\n * field and Firestore cannot select on a field's absence; see\n * `openLeadsFromCounts`. Leads are host-scoped by path rather than by\n * `visibleTo`, so those two counts run on `hosts/{hostId}/leads` under the\n * site's own rules, the way the Leads section reads it.\n *\n * The widget is handed a host doc id and nothing else, so the org — needed\n * for the consent group whose tokens scope the reads — comes from\n * `useOrgPlan`, and the link base from `useConsoleHostRoute`, the way the\n * commerce glance card builds its store link. Nothing is read until the org\n * has settled: a first round of aggregates against the solo group, replaced\n * by a second against the real one, would be two reads for one answer.\n *\n * ## The organization level (AGL-2634)\n *\n * Mounted with no site beneath the org hub's mount, the card totals the\n * organization: the reads carry no scope clause — the rules admit an\n * org-wide member to every row — and the lead figure is the same two\n * counts per site, over every site the mount lists, summed. Nothing is\n * read until that list has settled, for the reason nothing is read under\n * a site until the org has. The org's dashboard has no widget slot yet, so\n * the mount is a capability rather than a page; what it needs from the\n * shell is a slot and the hub's `basePath`.\n */\nexport function CrmGlanceCard(props: CrmGlanceCardProps) {\n  const { hostId, basePath } = props\n  const mount = useCrmOrgMount()\n  const consoleRoute = useConsoleHostRoute(hostId)\n  const { org, ready: planReady } = useOrgPlan(hostId ?? undefined)\n  const { scope } = useOrgDataScope(hostId ? { hostId } : { orgId: mount?.orgId })\n  const firestore = useFirestore()\n  // Under a site, the site's group's tokens once the org has settled; at\n  // the org level `null` — no clause — once the site list has.\n  const tokens = useMemo(() => {\n    if (!hostId) return null\n    if (!planReady) return undefined\n    const group = Aglyn.consentGroupForHost(org ?? null, hostId)\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...group.hostIds.map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, planReady, hostId])\n  const leadSites = useMemo(\n    () =>\n      hostId\n        ? [hostId]\n        : mount?.hostsReady\n          ? mount.hosts.map((host) => host.id)\n          : null,\n    [hostId, mount],\n  )\n  const leadSitesKey = leadSites?.join('\\n') ?? ''\n  // Anchored once per mount so the queries are stable across renders.\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const figures = useAggregateRead<GlanceFigures>(() => {\n    if (!scope || tokens === undefined || !leadSites) return null\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const deals = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.deals)\n    const tasks = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks)\n    const day = Aglyn.localDayBounds(nowMs)\n    const countOf = (target: ReturnType<typeof query>) =>\n      getCountFromServer(target).then((snapshot) => snapshot.data().count)\n    return Promise.all([\n      countOf(query(contacts, ...visibleToClause(tokens))),\n      countOf(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(nowMs - WEEK_MS)),\n        ),\n      ),\n      getAggregateFromServer(\n        query(deals, ...visibleToClause(tokens), where('status', '==', 'open')),\n        { amountCents: sum('amountCents') },\n      ).then((snapshot) => Number(snapshot.data().amountCents ?? 0)),\n      // Due today OR overdue: everything open that is due before the day ends.\n      countOf(\n        query(\n          tasks,\n          ...visibleToClause(tokens),\n          where('status', '==', 'open'),\n          where('dueAtMs', '<', day.end),\n        ),\n      ),\n      // One scoped count over the org collection (AGL-3275) — see the\n      // function's note on why summing per site would double-count.\n      openLeadsForScope(firestore, scope[1], tokens),\n    ]).then(([contacts, newThisWeek, pipelineCents, tasksDue, leadsToWork]) => ({\n      contacts,\n      newThisWeek,\n      pipelineCents,\n      tasksDue,\n      leadsToWork,\n    }))\n  }, [firestore, scope, tokens, nowMs, leadSitesKey])\n\n  const routes = useMemo(\n    () =>\n      hostId\n        ? consoleRoute.base\n          ? crmRoutes(`${consoleRoute.base}/crm`)\n          : null\n        : basePath\n          ? crmRoutes(basePath)\n          : null,\n    [hostId, consoleRoute.base, basePath],\n  )\n  const hubHref = hostId\n    ? consoleRoute.base\n      ? `${consoleRoute.base}/crm`\n      : undefined\n    : basePath\n  const value = figures.value\n\n  return (\n    <CardDisplay\n      header={'CRM at a glance'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#crm-at-a-glance',\n        excerpt:\n          'Contacts, new contacts this week, the value of every open deal, ' +\n          'the tasks due today or overdue, and the leads still to work — ' +\n          'each counted on the server and each a link into the CRM.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            component={AppLink as any}\n            {...({ componentVariant: 'naked', nativeButton: false } as any)}\n            href={hubHref}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open CRM'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Contacts'}\n            value={value ? value.contacts.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'New this week'}\n            value={value ? value.newThisWeek.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Open pipeline'}\n            value={value ? money(value.pipelineCents, 'usd') : null}\n            href={routes?.section('deals')}\n          />\n          <ReportStatTile\n            label={'Tasks due'}\n            value={value ? value.tasksDue.toLocaleString() : null}\n            note={'today or overdue'}\n            color={value?.tasksDue ? 'warning.main' : undefined}\n            href={routes?.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Leads to work'}\n            value={value ? value.leadsToWork.toLocaleString() : null}\n            note={hostId ? 'open on this site' : 'open across every site'}\n            href={routes?.section('leads')}\n          />\n        </Stack>\n        {figures.status === 'error' ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'The CRM figures could not be read. Open the CRM for the full picture.'}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nCrmGlanceCard.displayName = 'CrmGlanceCard'\n\nexport default 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package/src/lib/components/lead-campaigns-card.js

@@ -23,6 +23,7 @@ import { useFirestore, writeGuardedBySeed } from "@aglyn/tenant-feature-instance
 import { Button, Stack } from "@mui/material";
 import { doc, serverTimestamp, updateDoc } from "firebase/firestore";
 import { useEffect, useState } from "react";
+import { useCrmScope } from "../hooks/use-crm-scope.js";
 /** The helper line under the picker — the contact card's, word for word. */ export const LEAD_CAMPAIGNS_HELPER_TEXT = 'Your own filing. It never adds anyone to a send — a campaign mails its lists.';
 /**
  * The campaigns a lead is filed under, as NAMES for the record header.
@@ -59,6 +60,11 @@ import { useEffect, useState } from "react";
  * person's page assumes the opposite.
  */ export function LeadCampaignsCard(props) {
     const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props;
+    // The lead's collection is the org's now (AGL-3275); the site still names
+    // the surface, and the scope hook resolves the org from it.
+    const { orgId } = useCrmScope({
+        hostId
+    });
     const firestore = useFirestore();
     const { enqueueSnackbar } = useSnackbar();
     const stored = readCampaignIds(lead);
@@ -87,7 +93,7 @@ import { useEffect, useState } from "react";
             fromCache,
             unreadable: leadStatus === 'error'
         }, async ()=>{
-            await updateDoc(doc(firestore, 'hosts', hostId, 'leads', leadId), {
+            await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {
                 campaignIds: next,
                 updatedAt: serverTimestamp()
             });

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-campaigns-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  campaignMembershipUnchanged,\n  campaignMembershipValue,\n  pluginDocsHelp,\n  readCampaignIds,\n} from '@aglyn/aglyn'\nimport CampaignPicker, {\n  type CampaignPickerOption,\n} from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack } from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\n\n/** The helper line under the picker — the contact card's, word for word. */\nexport const LEAD_CAMPAIGNS_HELPER_TEXT =\n  'Your own filing. It never adds anyone to a send — a campaign mails its lists.'\n\n/**\n * The campaigns a lead is filed under, as NAMES for the record header.\n *\n * Resolved from the site's containers; an id with no live container — a\n * campaign the console deleted, or one still loading — is left out rather\n * than shown, because a document id on a chip tells a reader nothing and\n * looks like a fault. The picker below keeps such an id visible as itself,\n * so the filing is never silently lost; the header only ever names.\n */\nexport function leadCampaignNames(\n  lead: Record<string, unknown> | null | undefined,\n  options: readonly CampaignPickerOption[],\n): string[] {\n  const labels = new Map(options.map((option) => [option.value, option.label]))\n  return readCampaignIds(lead)\n    .map((id) => labels.get(id))\n    .filter((name): name is string => Boolean(name))\n}\n\nexport interface LeadCampaignsCardProps {\n  hostId: string\n  leadId: string\n  lead: Record<string, unknown>\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  /** The site's campaigns, read once by the page for this card and the header. */\n  options: readonly CampaignPickerOption[]\n  /** The campaign read has answered — false while it settles. */\n  optionsReady: boolean\n  /**\n   * What a saved filing changed, once it has landed: the ids added to and\n   * removed from the lead's membership. The page files the activity\n   * entries (AGL-3274); the card only knows the document.\n   */\n  onFiled?: (change: { added: string[]; removed: string[] }) => void\n}\n\n/**\n * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).\n *\n * The contact's Relationship card has carried this picker since AGL-2596;\n * the lead's page had none, so a lead filed under a campaign by the New\n * lead drawer, the bulk bar or a sequence's enroll showed nothing of it —\n * the one field on the record the reader had no way to see or change.\n *\n * The same control, the same value helper, the same helper line. The save\n * is the lead's own client door — a one-field `update` on\n * `hosts/{hostId}/leads`, as the properties card writes status and notes —\n * guarded by the seed like every draft edited over a cached read, and\n * `campaignMembershipUnchanged` keeps Save quiet while the picker only\n * reorders what is stored.\n *\n * It is FILING, not audience: the helper says so, in the sentence the\n * contact card uses, because a reader who finds a campaign picker on a\n * person's page assumes the opposite.\n */\nexport function LeadCampaignsCard(props: LeadCampaignsCardProps) {\n  const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const stored = readCampaignIds(lead)\n  const [selected, setSelected] = useState<string[]>(stored)\n  const [dirty, setDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  // A newer membership from the server replaces an UNEDITED selection — a\n  // sequence's enroll or a bulk add lands while the page is open — and an\n  // edited one is the reader's, decided by the guard on save.\n  const storedKey = stored.join(',')\n  useEffect(() => {\n    if (!dirty) setSelected(stored)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [storedKey, dirty])\n\n  const unchanged = campaignMembershipUnchanged(stored, selected)\n  const empty = optionsReady && !options.length\n\n  const save = async () => {\n    if (unchanged) return\n    setSaving(true)\n    const next = campaignMembershipValue(selected)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        await updateDoc(doc(firestore, 'hosts', hostId, 'leads', leadId), {\n          campaignIds: next,\n          updatedAt: serverTimestamp(),\n        })\n      },\n    )\n    setSaving(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The filing could not be saved.', { variant: 'warning' })\n      return\n    }\n    setDirty(false)\n    enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    onFiled?.({\n      added: next.filter((id) => !stored.includes(id)),\n      removed: stored.filter((id) => !next.includes(id)),\n    })\n  }\n\n  return (\n    <CardDisplay\n      header={'Campaigns'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <CampaignPicker\n          options={options}\n          value={selected}\n          onChange={(next) => {\n            setSelected(next)\n            setDirty(true)\n          }}\n          label=\"Filed under campaigns\"\n          helperText={LEAD_CAMPAIGNS_HELPER_TEXT}\n          disabled={saving}\n          empty={empty}\n          emptyText=\"This site has no campaigns yet. Create one from Marketing to file leads under it.\"\n        />\n        {empty ? null : (\n          <Stack direction=\"row\">\n            <Button\n              size=\"small\"\n              variant=\"outlined\"\n              disabled={saving || unchanged}\n              onClick={() => void save().catch((error: unknown) => {\n                console.error(error)\n                enqueueSnackbar(\n                  error instanceof Error && error.message ? error.message : 'An error has occurred',\n                  { variant: 'error', allowDuplicate: true },\n                )\n                setSaving(false)\n              })}\n            >\n              {saving ? 'Saving…' : 'Save filing'}\n            </Button>\n          </Stack>\n        )}\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadCampaignsCard.displayName = 'LeadCampaignsCard'\n\nexport default LeadCampaignsCard\n"],"names":["campaignMembershipUnchanged","campaignMembershipValue","pluginDocsHelp","readCampaignIds","CampaignPicker","CardDisplay","useSnackbar","useFirestore","writeGuardedBySeed","Button","Stack","doc","serverTimestamp","updateDoc","useEffect","useState","LEAD_CAMPAIGNS_HELPER_TEXT","leadCampaignNames","lead","options","labels","Map","map","option","value","label","id","get","filter","name","Boolean","LeadCampaignsCard","props","hostId","leadId","leadStatus","fromCache","optionsReady","onFiled","firestore","enqueueSnackbar","stored","selected","setSelected","dirty","setDirty","saving","setSaving","storedKey","join","unchanged","empty","length","save","next","verdict","subject","unreadable","campaignIds","updatedAt","ok","message","variant","persist","added","includes","removed","header","help","anchor","contentGutterX","contentGutterY","spacing","onChange","helperText","disabled","emptyText","direction","size","onClick","catch","error","console","Error","allowDuplicate","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,2BAA2B,EAC3BC,uBAAuB,EACvBC,cAAc,EACdC,eAAe,QACV,eAAc;AACrB,OAAOC,oBAEA,wEAAuE;AAC9E,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAEEC,YAAY,EACZC,kBAAkB,QACb,iCAAgC;AACvC,SAASC,MAAM,EAAEC,KAAK,QAAQ,gBAAe;AAC7C,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAE3C,0EAA0E,GAC1E,OAAO,MAAMC,6BACX,gFAA+E;AAEjF;;;;;;;;CAQC,GACD,OAAO,SAASC,kBACdC,IAAgD,EAChDC,OAAwC;IAExC,MAAMC,SAAS,IAAIC,IAAIF,QAAQG,GAAG,CAAC,CAACC,SAAW;YAACA,OAAOC,KAAK;YAAED,OAAOE,KAAK;SAAC;IAC3E,OAAOtB,gBAAgBe,MACpBI,GAAG,CAAC,CAACI,KAAON,OAAOO,GAAG,CAACD,KACvBE,MAAM,CAAC,CAACC,OAAyBC,QAAQD;AAC9C;AAqBA;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASE,kBAAkBC,KAA6B;IAC7D,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAEhB,IAAI,EAAEiB,UAAU,EAAEC,SAAS,EAAEjB,OAAO,EAAEkB,YAAY,EAAEC,OAAO,EAAE,GAAGN;IACxF,MAAMO,YAAYhC;IAClB,MAAM,EAAEiC,eAAe,EAAE,GAAGlC;IAC5B,MAAMmC,SAAStC,gBAAgBe;IAC/B,MAAM,CAACwB,UAAUC,YAAY,GAAG5B,SAAmB0B;IACnD,MAAM,CAACG,OAAOC,SAAS,GAAG9B,SAAS;IACnC,MAAM,CAAC+B,QAAQC,UAAU,GAAGhC,SAAS;IACrC,wEAAwE;IACxE,wEAAwE;IACxE,4DAA4D;IAC5D,MAAMiC,YAAYP,OAAOQ,IAAI,CAAC;IAC9BnC,UAAU;QACR,IAAI,CAAC8B,OAAOD,YAAYF;IACxB,uDAAuD;IACzD,GAAG;QAACO;QAAWJ;KAAM;IAErB,MAAMM,YAAYlD,4BAA4ByC,QAAQC;IACtD,MAAMS,QAAQd,gBAAgB,CAAClB,QAAQiC,MAAM;IAE7C,MAAMC,OAAO;QACX,IAAIH,WAAW;QACfH,UAAU;QACV,MAAMO,OAAOrD,wBAAwByC;QACrC,MAAMa,UAAU,MAAM/C,mBACpB;YAAEgD,SAAS;YAAQpB;YAAWqB,YAAYtB,eAAe;QAAQ,GACjE;YACE,MAAMtB,UAAUF,IAAI4B,WAAW,SAASN,QAAQ,SAASC,SAAS;gBAChEwB,aAAaJ;gBACbK,WAAW/C;YACb;QACF;QAEFmC,UAAU;QACV,IAAI,CAACQ,QAAQK,EAAE,EAAE;gBACCL;YAAhBf,iBAAgBe,mBAAAA,QAAQM,OAAO,YAAfN,mBAAmB,kCAAkC;gBAAEO,SAAS;YAAU;YAC1F;QACF;QACAjB,SAAS;QACTL,gBAAgB,gBAAgB;YAAEsB,SAAS;YAAWC,SAAS;QAAM;QACrEzB,2BAAAA,QAAU;YACR0B,OAAOV,KAAK1B,MAAM,CAAC,CAACF,KAAO,CAACe,OAAOwB,QAAQ,CAACvC;YAC5CwC,SAASzB,OAAOb,MAAM,CAAC,CAACF,KAAO,CAAC4B,KAAKW,QAAQ,CAACvC;QAChD;IACF;IAEA,qBACE,KAACrB;QACC8D,QAAQ;QACRC,MAAMlE,eAAe,YAAY;YAAEmE,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC7D;YAAM8D,SAAS;;8BACd,KAACpE;oBACCe,SAASA;oBACTK,OAAOkB;oBACP+B,UAAU,CAACnB;wBACTX,YAAYW;wBACZT,SAAS;oBACX;oBACApB,OAAM;oBACNiD,YAAY1D;oBACZ2D,UAAU7B;oBACVK,OAAOA;oBACPyB,WAAU;;gBAEXzB,QAAQ,qBACP,KAACzC;oBAAMmE,WAAU;8BACf,cAAA,KAACpE;wBACCqE,MAAK;wBACLhB,SAAQ;wBACRa,UAAU7B,UAAUI;wBACpB6B,SAAS,IAAM,KAAK1B,OAAO2B,KAAK,CAAC,CAACC;gCAChCC,QAAQD,KAAK,CAACA;gCACdzC,gBACEyC,iBAAiBE,SAASF,MAAMpB,OAAO,GAAGoB,MAAMpB,OAAO,GAAG,yBAC1D;oCAAEC,SAAS;oCAASsB,gBAAgB;gCAAK;gCAE3CrC,UAAU;4BACZ;kCAECD,SAAS,YAAY;;;;;;AAOpC;AACAf,kBAAkBsD,WAAW,GAAG;AAEhC,eAAetD,kBAAiB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-campaigns-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  campaignMembershipUnchanged,\n  campaignMembershipValue,\n  pluginDocsHelp,\n  readCampaignIds,\n} from '@aglyn/aglyn'\nimport CampaignPicker, {\n  type CampaignPickerOption,\n} from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack } from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\n\n/** The helper line under the picker — the contact card's, word for word. */\nexport const LEAD_CAMPAIGNS_HELPER_TEXT =\n  'Your own filing. It never adds anyone to a send — a campaign mails its lists.'\n\n/**\n * The campaigns a lead is filed under, as NAMES for the record header.\n *\n * Resolved from the site's containers; an id with no live container — a\n * campaign the console deleted, or one still loading — is left out rather\n * than shown, because a document id on a chip tells a reader nothing and\n * looks like a fault. The picker below keeps such an id visible as itself,\n * so the filing is never silently lost; the header only ever names.\n */\nexport function leadCampaignNames(\n  lead: Record<string, unknown> | null | undefined,\n  options: readonly CampaignPickerOption[],\n): string[] {\n  const labels = new Map(options.map((option) => [option.value, option.label]))\n  return readCampaignIds(lead)\n    .map((id) => labels.get(id))\n    .filter((name): name is string => Boolean(name))\n}\n\nexport interface LeadCampaignsCardProps {\n  hostId: string\n  leadId: string\n  lead: Record<string, unknown>\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  /** The site's campaigns, read once by the page for this card and the header. */\n  options: readonly CampaignPickerOption[]\n  /** The campaign read has answered — false while it settles. */\n  optionsReady: boolean\n  /**\n   * What a saved filing changed, once it has landed: the ids added to and\n   * removed from the lead's membership. The page files the activity\n   * entries (AGL-3274); the card only knows the document.\n   */\n  onFiled?: (change: { added: string[]; removed: string[] }) => void\n}\n\n/**\n * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).\n *\n * The contact's Relationship card has carried this picker since AGL-2596;\n * the lead's page had none, so a lead filed under a campaign by the New\n * lead drawer, the bulk bar or a sequence's enroll showed nothing of it —\n * the one field on the record the reader had no way to see or change.\n *\n * The same control, the same value helper, the same helper line. The save\n * is the lead's own client door — a one-field `update` on\n * `hosts/{hostId}/leads`, as the properties card writes status and notes —\n * guarded by the seed like every draft edited over a cached read, and\n * `campaignMembershipUnchanged` keeps Save quiet while the picker only\n * reorders what is stored.\n *\n * It is FILING, not audience: the helper says so, in the sentence the\n * contact card uses, because a reader who finds a campaign picker on a\n * person's page assumes the opposite.\n */\nexport function LeadCampaignsCard(props: LeadCampaignsCardProps) {\n  const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const stored = readCampaignIds(lead)\n  const [selected, setSelected] = useState<string[]>(stored)\n  const [dirty, setDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  // A newer membership from the server replaces an UNEDITED selection — a\n  // sequence's enroll or a bulk add lands while the page is open — and an\n  // edited one is the reader's, decided by the guard on save.\n  const storedKey = stored.join(',')\n  useEffect(() => {\n    if (!dirty) setSelected(stored)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [storedKey, dirty])\n\n  const unchanged = campaignMembershipUnchanged(stored, selected)\n  const empty = optionsReady && !options.length\n\n  const save = async () => {\n    if (unchanged) return\n    setSaving(true)\n    const next = campaignMembershipValue(selected)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n          campaignIds: next,\n          updatedAt: serverTimestamp(),\n        })\n      },\n    )\n    setSaving(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The filing could not be saved.', { variant: 'warning' })\n      return\n    }\n    setDirty(false)\n    enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    onFiled?.({\n      added: next.filter((id) => !stored.includes(id)),\n      removed: stored.filter((id) => !next.includes(id)),\n    })\n  }\n\n  return (\n    <CardDisplay\n      header={'Campaigns'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <CampaignPicker\n          options={options}\n          value={selected}\n          onChange={(next) => {\n            setSelected(next)\n            setDirty(true)\n          }}\n          label=\"Filed under campaigns\"\n          helperText={LEAD_CAMPAIGNS_HELPER_TEXT}\n          disabled={saving}\n          empty={empty}\n          emptyText=\"This site has no campaigns yet. Create one from Marketing to file leads under it.\"\n        />\n        {empty ? null : (\n          <Stack direction=\"row\">\n            <Button\n              size=\"small\"\n              variant=\"outlined\"\n              disabled={saving || unchanged}\n              onClick={() => void save().catch((error: unknown) => {\n                console.error(error)\n                enqueueSnackbar(\n                  error instanceof Error && error.message ? error.message : 'An error has occurred',\n                  { variant: 'error', allowDuplicate: true },\n                )\n                setSaving(false)\n              })}\n            >\n              {saving ? 'Saving…' : 'Save filing'}\n            </Button>\n          </Stack>\n        )}\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadCampaignsCard.displayName = 'LeadCampaignsCard'\n\nexport default LeadCampaignsCard\n"],"names":["campaignMembershipUnchanged","campaignMembershipValue","pluginDocsHelp","readCampaignIds","CampaignPicker","CardDisplay","useSnackbar","useFirestore","writeGuardedBySeed","Button","Stack","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","LEAD_CAMPAIGNS_HELPER_TEXT","leadCampaignNames","lead","options","labels","Map","map","option","value","label","id","get","filter","name","Boolean","LeadCampaignsCard","props","hostId","leadId","leadStatus","fromCache","optionsReady","onFiled","orgId","firestore","enqueueSnackbar","stored","selected","setSelected","dirty","setDirty","saving","setSaving","storedKey","join","unchanged","empty","length","save","next","verdict","subject","unreadable","campaignIds","updatedAt","ok","message","variant","persist","added","includes","removed","header","help","anchor","contentGutterX","contentGutterY","spacing","onChange","helperText","disabled","emptyText","direction","size","onClick","catch","error","console","Error","allowDuplicate","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,2BAA2B,EAC3BC,uBAAuB,EACvBC,cAAc,EACdC,eAAe,QACV,eAAc;AACrB,OAAOC,oBAEA,wEAAuE;AAC9E,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAEEC,YAAY,EACZC,kBAAkB,QACb,iCAAgC;AACvC,SAASC,MAAM,EAAEC,KAAK,QAAQ,gBAAe;AAC7C,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AAEpD,0EAA0E,GAC1E,OAAO,MAAMC,6BACX,gFAA+E;AAEjF;;;;;;;;CAQC,GACD,OAAO,SAASC,kBACdC,IAAgD,EAChDC,OAAwC;IAExC,MAAMC,SAAS,IAAIC,IAAIF,QAAQG,GAAG,CAAC,CAACC,SAAW;YAACA,OAAOC,KAAK;YAAED,OAAOE,KAAK;SAAC;IAC3E,OAAOvB,gBAAgBgB,MACpBI,GAAG,CAAC,CAACI,KAAON,OAAOO,GAAG,CAACD,KACvBE,MAAM,CAAC,CAACC,OAAyBC,QAAQD;AAC9C;AAqBA;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASE,kBAAkBC,KAA6B;IAC7D,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAEhB,IAAI,EAAEiB,UAAU,EAAEC,SAAS,EAAEjB,OAAO,EAAEkB,YAAY,EAAEC,OAAO,EAAE,GAAGN;IACxF,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEO,KAAK,EAAE,GAAGxB,YAAY;QAAEkB;IAAO;IACvC,MAAMO,YAAYlC;IAClB,MAAM,EAAEmC,eAAe,EAAE,GAAGpC;IAC5B,MAAMqC,SAASxC,gBAAgBgB;IAC/B,MAAM,CAACyB,UAAUC,YAAY,GAAG9B,SAAmB4B;IACnD,MAAM,CAACG,OAAOC,SAAS,GAAGhC,SAAS;IACnC,MAAM,CAACiC,QAAQC,UAAU,GAAGlC,SAAS;IACrC,wEAAwE;IACxE,wEAAwE;IACxE,4DAA4D;IAC5D,MAAMmC,YAAYP,OAAOQ,IAAI,CAAC;IAC9BrC,UAAU;QACR,IAAI,CAACgC,OAAOD,YAAYF;IACxB,uDAAuD;IACzD,GAAG;QAACO;QAAWJ;KAAM;IAErB,MAAMM,YAAYpD,4BAA4B2C,QAAQC;IACtD,MAAMS,QAAQf,gBAAgB,CAAClB,QAAQkC,MAAM;IAE7C,MAAMC,OAAO;QACX,IAAIH,WAAW;QACfH,UAAU;QACV,MAAMO,OAAOvD,wBAAwB2C;QACrC,MAAMa,UAAU,MAAMjD,mBACpB;YAAEkD,SAAS;YAAQrB;YAAWsB,YAAYvB,eAAe;QAAQ,GACjE;YACE,MAAMvB,UAAUF,IAAI8B,WAAW,QAAQD,OAAO,SAASL,SAAS;gBAC9DyB,aAAaJ;gBACbK,WAAWjD;YACb;QACF;QAEFqC,UAAU;QACV,IAAI,CAACQ,QAAQK,EAAE,EAAE;gBACCL;YAAhBf,iBAAgBe,mBAAAA,QAAQM,OAAO,YAAfN,mBAAmB,kCAAkC;gBAAEO,SAAS;YAAU;YAC1F;QACF;QACAjB,SAAS;QACTL,gBAAgB,gBAAgB;YAAEsB,SAAS;YAAWC,SAAS;QAAM;QACrE1B,2BAAAA,QAAU;YACR2B,OAAOV,KAAK3B,MAAM,CAAC,CAACF,KAAO,CAACgB,OAAOwB,QAAQ,CAACxC;YAC5CyC,SAASzB,OAAOd,MAAM,CAAC,CAACF,KAAO,CAAC6B,KAAKW,QAAQ,CAACxC;QAChD;IACF;IAEA,qBACE,KAACtB;QACCgE,QAAQ;QACRC,MAAMpE,eAAe,YAAY;YAAEqE,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC/D;YAAMgE,SAAS;;8BACd,KAACtE;oBACCgB,SAASA;oBACTK,OAAOmB;oBACP+B,UAAU,CAACnB;wBACTX,YAAYW;wBACZT,SAAS;oBACX;oBACArB,OAAM;oBACNkD,YAAY3D;oBACZ4D,UAAU7B;oBACVK,OAAOA;oBACPyB,WAAU;;gBAEXzB,QAAQ,qBACP,KAAC3C;oBAAMqE,WAAU;8BACf,cAAA,KAACtE;wBACCuE,MAAK;wBACLhB,SAAQ;wBACRa,UAAU7B,UAAUI;wBACpB6B,SAAS,IAAM,KAAK1B,OAAO2B,KAAK,CAAC,CAACC;gCAChCC,QAAQD,KAAK,CAACA;gCACdzC,gBACEyC,iBAAiBE,SAASF,MAAMpB,OAAO,GAAGoB,MAAMpB,OAAO,GAAG,yBAC1D;oCAAEC,SAAS;oCAASsB,gBAAgB;gCAAK;gCAE3CrC,UAAU;4BACZ;kCAECD,SAAS,YAAY;;;;;;AAOpC;AACAhB,kBAAkBuD,WAAW,GAAG;AAEhC,eAAevD,kBAAiB"}

package/src/lib/components/lead-detail-page.js

@@ -45,7 +45,7 @@ import { RecordActivityCard } from "./record-activity-card.js";
     const { id, hostId, org, basePath } = props;
     const firestore = useFirestore();
     const routes = crmRoutes(basePath);
-    const { data: lead, status, fromCache } = useFirestoreDoc(()=>doc(firestore, 'hosts', hostId, 'leads', id), [
+    const { data: lead, status, fromCache } = useFirestoreDoc(()=>doc(firestore, 'orgs', orgId, 'leads', id), [
         firestore,
         hostId,
         id

package/src/lib/components/lead-detail-page.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  pluginDocsHelp,\n  type CrmLeadFields,\n  normalizeContactEmail,\n  readErasureRequestedAtMs,\n} from '@aglyn/aglyn'\nimport {\n  useFirestore,\n  useFirestoreDoc,\n  useHostCampaigns,\n  useOrgDataScope,\n} from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { useErasePersonAction } from './erase-person-action'\nimport { LeadCampaignsCard, leadCampaignNames } from './lead-campaigns-card'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport { LeadHistoryCard } from './lead-history-card'\nimport { LeadPropertiesCard } from './lead-properties-card'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport { RecordActivityCard } from './record-activity-card'\n\ntype LeadDocument = Record<string, unknown> & CrmLeadFields\n\n/**\n * `/crm/leads/{leadId}` — one lead (AGL-2608).\n *\n * The record behind a row of the Leads section: what the person did on the\n * site, who is working them, and the conversion that turns them into a\n * contact, a company and a deal. One document listen — `hosts/{hostId}/leads`\n * is host-scoped by path, so there is no `visibleTo` to filter — and one\n * roster request for the owner picker; the convert dialog's reads open only\n * when it does.\n */\nexport function LeadDetailPage(props: CrmDetailPageProps) {\n  const { id, hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const routes = crmRoutes(basePath)\n  const {\n    data: lead,\n    status,\n    fromCache,\n  } = useFirestoreDoc<LeadDocument>(\n    () => doc(firestore, 'hosts', hostId, 'leads', id),\n    [firestore, hostId, id],\n  )\n  const { orgId } = useOrgDataScope({ hostId })\n  const roster = useOrgMemberOptions(orgId)\n  /*\n   * The site's campaigns, read once for the page (AGL-3274): the header\n   * names the ones the lead is filed under and the Campaigns card offers\n   * them. One listener, not one per surface — a lead belongs to one site,\n   * so the containers are that site's.\n   */\n  const campaigns = useHostCampaigns(hostId, { enabled: true })\n  // A saved filing is written on the lead's Activity too (AGL-3274), one\n  // entry per campaign added or removed, by the member who saved it.\n  const logFiling = useCampaignFilingLog({\n    orgId,\n    hostId,\n    org: org as Record<string, unknown> | undefined,\n  })\n  const [converting, setConverting] = useState(false)\n  const [unqualifying, setUnqualifying] = useState(false)\n  // The privacy erasure (AGL-2623), offered from the lead as from the\n  // contact: the same request, filed by the lead's address.\n  const leadEmail = lead ? normalizeContactEmail(lead['email']) : null\n  const erase = useErasePersonAction({\n    hostId,\n    orgId,\n    subject: lead && leadEmail ? { kind: 'lead', id, email: leadEmail } : null,\n    requestedAtMs: readErasureRequestedAtMs(lead),\n  })\n\n  const label = lead ? String(lead['name'] || lead['email'] || id) : undefined\n\n  if (status === 'error' || (status === 'success' && !lead)) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n      >\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {status === 'error'\n            ? 'This lead could not be read.'\n            : 'This lead no longer exists — it may have been removed from the Inbox.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n  if (!lead) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        loading\n      />\n    )\n  }\n\n  return (\n    <>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the history card under it says what\n          it holds rather than repeating the name. */}\n      <Stack spacing={3}>\n        <LeadPropertiesCard\n          hostId={hostId}\n          orgId={orgId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          basePath={basePath}\n          roster={roster}\n          onConvert={() => setConverting(true)}\n          onUnqualify={() => setUnqualifying(true)}\n          extraMenuItems={erase.menuItems}\n          banner={erase.banner}\n          erasurePending={erase.pendingSinceMs !== null}\n          org={org}\n          // The campaigns the lead is filed under (AGL-3274), by name\n          // beside the status. An id no container answers for draws no\n          // chip: the card below keeps it, the header only names.\n          extraChips={leadCampaignNames(lead, campaigns.options).map((name) => (\n            <CrmRecordChip key={name} label=\"Campaign\" value={name} />\n          ))}\n        />\n        {/* What an assistant says about where the lead stands (AGL-2917): read on its own site. */}\n        <CrmRecordInsightsZone\n          hostId={hostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"lead\"\n          recordId={id}\n          name={label ?? ''}\n        />\n        <LeadCampaignsCard\n          hostId={hostId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          options={campaigns.options}\n          optionsReady={campaigns.ready}\n          onFiled={({ added, removed }) => {\n            const named = (ids: string[]) =>\n              ids.map((campaignId) => ({\n                id: campaignId,\n                name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n              }))\n            void logFiling({ leadId: id }, { filed: named(added), removed: named(removed) })\n          }}\n        />\n        <LeadHistoryCard hostId={hostId} leadId={id} lead={lead} />\n        <RecordActivityCard hostId={hostId} org={org} leadId={id} />\n      </Stack>\n      <LeadConvertDialog\n        open={converting}\n        onClose={() => setConverting(false)}\n        hostId={hostId}\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={id}\n        lead={lead}\n        basePath={basePath}\n        roster={roster}\n      />\n      <LeadUnqualifyDialog\n        open={unqualifying}\n        onClose={() => setUnqualifying(false)}\n        hostId={hostId}\n        leadId={id}\n        leadLabel={label ?? id}\n      />\n      {erase.dialog}\n    </>\n  )\n}\nLeadDetailPage.displayName = 'LeadDetailPage'\n\nexport default LeadDetailPage\n"],"names":["pluginDocsHelp","normalizeContactEmail","readErasureRequestedAtMs","useFirestore","useFirestoreDoc","useHostCampaigns","useOrgDataScope","Stack","Typography","doc","useState","useCampaignFilingLog","useOrgMemberOptions","crmRoutes","CrmRecordChip","CrmRecordHeader","CrmRecordInsightsZone","useErasePersonAction","LeadCampaignsCard","leadCampaignNames","LeadConvertDialog","LeadHistoryCard","LeadPropertiesCard","LeadUnqualifyDialog","RecordActivityCard","LeadDetailPage","props","id","hostId","org","basePath","firestore","routes","data","lead","status","fromCache","orgId","roster","campaigns","enabled","logFiling","converting","setConverting","unqualifying","setUnqualifying","leadEmail","erase","subject","kind","email","requestedAtMs","label","String","undefined","title","help","anchor","backHref","section","backLabel","variant","color","loading","spacing","leadId","leadStatus","onConvert","onUnqualify","extraMenuItems","menuItems","banner","erasurePending","pendingSinceMs","extraChips","options","map","name","value","recordId","optionsReady","ready","onFiled","added","removed","named","ids","campaignId","find","option","filed","open","onClose","leadLabel","dialog","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,cAAc,EAEdC,qBAAqB,EACrBC,wBAAwB,QACnB,eAAc;AACrB,SACEC,YAAY,EACZC,eAAe,EACfC,gBAAgB,EAChBC,eAAe,QACV,iCAAgC;AACvC,SAASC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACjD,SAASC,GAAG,QAAQ,qBAAoB;AACxC,SAASC,QAAQ,QAAQ,QAAO;AAChC,SAASC,oBAAoB,QAAQ,sCAAkC;AACvE,SAASC,mBAAmB,QAAQ,qCAAiC;AACrE,SAAkCC,SAAS,QAAQ,yBAAqB;AACxE,SAASC,aAAa,EAAEC,eAAe,QAAQ,yBAAqB;AACpE,SAASC,qBAAqB,QAAQ,gCAA4B;AAClE,SAASC,oBAAoB,QAAQ,2BAAuB;AAC5D,SAASC,iBAAiB,EAAEC,iBAAiB,QAAQ,2BAAuB;AAC5E,SAASC,iBAAiB,QAAQ,2BAAuB;AACzD,SAASC,eAAe,QAAQ,yBAAqB;AACrD,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,SAASC,mBAAmB,QAAQ,6BAAyB;AAC7D,SAASC,kBAAkB,QAAQ,4BAAwB;AAI3D;;;;;;;;;CASC,GACD,OAAO,SAASC,eAAeC,KAAyB;IACtD,MAAM,EAAEC,EAAE,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQ,EAAE,GAAGJ;IACtC,MAAMK,YAAY5B;IAClB,MAAM6B,SAASnB,UAAUiB;IACzB,MAAM,EACJG,MAAMC,IAAI,EACVC,MAAM,EACNC,SAAS,EACV,GAAGhC,gBACF,IAAMK,IAAIsB,WAAW,SAASH,QAAQ,SAASD,KAC/C;QAACI;QAAWH;QAAQD;KAAG;IAEzB,MAAM,EAAEU,KAAK,EAAE,GAAG/B,gBAAgB;QAAEsB;IAAO;IAC3C,MAAMU,SAAS1B,oBAAoByB;IACnC;;;;;GAKC,GACD,MAAME,YAAYlC,iBAAiBuB,QAAQ;QAAEY,SAAS;IAAK;IAC3D,uEAAuE;IACvE,mEAAmE;IACnE,MAAMC,YAAY9B,qBAAqB;QACrC0B;QACAT;QACAC,KAAKA;IACP;IACA,MAAM,CAACa,YAAYC,cAAc,GAAGjC,SAAS;IAC7C,MAAM,CAACkC,cAAcC,gBAAgB,GAAGnC,SAAS;IACjD,oEAAoE;IACpE,0DAA0D;IAC1D,MAAMoC,YAAYZ,OAAOjC,sBAAsBiC,IAAI,CAAC,QAAQ,IAAI;IAChE,MAAMa,QAAQ9B,qBAAqB;QACjCW;QACAS;QACAW,SAASd,QAAQY,YAAY;YAAEG,MAAM;YAAQtB;YAAIuB,OAAOJ;QAAU,IAAI;QACtEK,eAAejD,yBAAyBgC;IAC1C;IAEA,MAAMkB,QAAQlB,OAAOmB,OAAOnB,IAAI,CAAC,OAAO,IAAIA,IAAI,CAAC,QAAQ,IAAIP,MAAM2B;IAEnE,IAAInB,WAAW,WAAYA,WAAW,aAAa,CAACD,MAAO;QACzD,qBACE,KAACnB;YACCkC,MAAK;YACLM,OAAOD;YACPE,MAAMxD,eAAe,YAAY;gBAAEyD,QAAQ;YAAgB;YAC3DC,UAAU1B,OAAO2B,OAAO,CAAC;YACzBC,WAAU;sBAEV,cAAA,KAACpD;gBAAWqD,SAAQ;gBAAQC,OAAM;0BAC/B3B,WAAW,UACR,iCACA;;;IAIZ;IACA,IAAI,CAACD,MAAM;QACT,qBACE,KAACnB;YACCkC,MAAK;YACLM,OAAOD;YACPE,MAAMxD,eAAe,YAAY;gBAAEyD,QAAQ;YAAgB;YAC3DC,UAAU1B,OAAO2B,OAAO,CAAC;YACzBC,WAAU;YACVG,OAAO;;IAGb;IAEA,qBACE;;0BAIE,MAACxD;gBAAMyD,SAAS;;kCACd,KAAC1C;wBACCM,QAAQA;wBACRS,OAAOA;wBACP4B,QAAQtC;wBACRO,MAAMA;wBACNgC,YAAY/B;wBACZC,WAAWA;wBACXN,UAAUA;wBACVQ,QAAQA;wBACR6B,WAAW,IAAMxB,cAAc;wBAC/ByB,aAAa,IAAMvB,gBAAgB;wBACnCwB,gBAAgBtB,MAAMuB,SAAS;wBAC/BC,QAAQxB,MAAMwB,MAAM;wBACpBC,gBAAgBzB,MAAM0B,cAAc,KAAK;wBACzC5C,KAAKA;wBACL,4DAA4D;wBAC5D,6DAA6D;wBAC7D,wDAAwD;wBACxD6C,YAAYvD,kBAAkBe,MAAMK,UAAUoC,OAAO,EAAEC,GAAG,CAAC,CAACC,qBAC1D,KAAC/D;gCAAyBsC,OAAM;gCAAW0B,OAAOD;+BAA9BA;;kCAIxB,KAAC7D;wBACCY,QAAQA;wBACRC,KAAKA;wBACLoB,MAAK;wBACL8B,UAAUpD;wBACVkD,IAAI,EAAEzB,gBAAAA,QAAS;;kCAEjB,KAAClC;wBACCU,QAAQA;wBACRqC,QAAQtC;wBACRO,MAAMA;wBACNgC,YAAY/B;wBACZC,WAAWA;wBACXuC,SAASpC,UAAUoC,OAAO;wBAC1BK,cAAczC,UAAU0C,KAAK;wBAC7BC,SAAS,CAAC,EAAEC,KAAK,EAAEC,OAAO,EAAE;4BAC1B,MAAMC,QAAQ,CAACC,MACbA,IAAIV,GAAG,CAAC,CAACW;;wCAEDhD;2CAFiB;wCACvBZ,IAAI4D;wCACJV,IAAI,WAAEtC,0BAAAA,UAAUoC,OAAO,CAACa,IAAI,CAAC,CAACC,SAAWA,OAAOX,KAAK,KAAKS,gCAApDhD,wBAAiEa,KAAK,mBAAI;oCAClF;;4BACF,KAAKX,UAAU;gCAAEwB,QAAQtC;4BAAG,GAAG;gCAAE+D,OAAOL,MAAMF;gCAAQC,SAASC,MAAMD;4BAAS;wBAChF;;kCAEF,KAAC/D;wBAAgBO,QAAQA;wBAAQqC,QAAQtC;wBAAIO,MAAMA;;kCACnD,KAACV;wBAAmBI,QAAQA;wBAAQC,KAAKA;wBAAKoC,QAAQtC;;;;0BAExD,KAACP;gBACCuE,MAAMjD;gBACNkD,SAAS,IAAMjD,cAAc;gBAC7Bf,QAAQA;gBACRS,OAAOA;gBACPR,KAAKA;gBACLoC,QAAQtC;gBACRO,MAAMA;gBACNJ,UAAUA;gBACVQ,QAAQA;;0BAEV,KAACf;gBACCoE,MAAM/C;gBACNgD,SAAS,IAAM/C,gBAAgB;gBAC/BjB,QAAQA;gBACRqC,QAAQtC;gBACRkE,SAAS,EAAEzC,gBAAAA,QAASzB;;YAErBoB,MAAM+C,MAAM;;;AAGnB;AACArE,eAAesE,WAAW,GAAG;AAE7B,eAAetE,eAAc"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  pluginDocsHelp,\n  type CrmLeadFields,\n  normalizeContactEmail,\n  readErasureRequestedAtMs,\n} from '@aglyn/aglyn'\nimport {\n  useFirestore,\n  useFirestoreDoc,\n  useHostCampaigns,\n  useOrgDataScope,\n} from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { useErasePersonAction } from './erase-person-action'\nimport { LeadCampaignsCard, leadCampaignNames } from './lead-campaigns-card'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport { LeadHistoryCard } from './lead-history-card'\nimport { LeadPropertiesCard } from './lead-properties-card'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport { RecordActivityCard } from './record-activity-card'\n\ntype LeadDocument = Record<string, unknown> & CrmLeadFields\n\n/**\n * `/crm/leads/{leadId}` — one lead (AGL-2608).\n *\n * The record behind a row of the Leads section: what the person did on the\n * site, who is working them, and the conversion that turns them into a\n * contact, a company and a deal. One document listen — `hosts/{hostId}/leads`\n * is host-scoped by path, so there is no `visibleTo` to filter — and one\n * roster request for the owner picker; the convert dialog's reads open only\n * when it does.\n */\nexport function LeadDetailPage(props: CrmDetailPageProps) {\n  const { id, hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const routes = crmRoutes(basePath)\n  const {\n    data: lead,\n    status,\n    fromCache,\n  } = useFirestoreDoc<LeadDocument>(\n    () => doc(firestore, 'orgs', orgId, 'leads', id),\n    [firestore, hostId, id],\n  )\n  const { orgId } = useOrgDataScope({ hostId })\n  const roster = useOrgMemberOptions(orgId)\n  /*\n   * The site's campaigns, read once for the page (AGL-3274): the header\n   * names the ones the lead is filed under and the Campaigns card offers\n   * them. One listener, not one per surface — a lead belongs to one site,\n   * so the containers are that site's.\n   */\n  const campaigns = useHostCampaigns(hostId, { enabled: true })\n  // A saved filing is written on the lead's Activity too (AGL-3274), one\n  // entry per campaign added or removed, by the member who saved it.\n  const logFiling = useCampaignFilingLog({\n    orgId,\n    hostId,\n    org: org as Record<string, unknown> | undefined,\n  })\n  const [converting, setConverting] = useState(false)\n  const [unqualifying, setUnqualifying] = useState(false)\n  // The privacy erasure (AGL-2623), offered from the lead as from the\n  // contact: the same request, filed by the lead's address.\n  const leadEmail = lead ? normalizeContactEmail(lead['email']) : null\n  const erase = useErasePersonAction({\n    hostId,\n    orgId,\n    subject: lead && leadEmail ? { kind: 'lead', id, email: leadEmail } : null,\n    requestedAtMs: readErasureRequestedAtMs(lead),\n  })\n\n  const label = lead ? String(lead['name'] || lead['email'] || id) : undefined\n\n  if (status === 'error' || (status === 'success' && !lead)) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n      >\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {status === 'error'\n            ? 'This lead could not be read.'\n            : 'This lead no longer exists — it may have been removed from the Inbox.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n  if (!lead) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        loading\n      />\n    )\n  }\n\n  return (\n    <>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the history card under it says what\n          it holds rather than repeating the name. */}\n      <Stack spacing={3}>\n        <LeadPropertiesCard\n          hostId={hostId}\n          orgId={orgId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          basePath={basePath}\n          roster={roster}\n          onConvert={() => setConverting(true)}\n          onUnqualify={() => setUnqualifying(true)}\n          extraMenuItems={erase.menuItems}\n          banner={erase.banner}\n          erasurePending={erase.pendingSinceMs !== null}\n          org={org}\n          // The campaigns the lead is filed under (AGL-3274), by name\n          // beside the status. An id no container answers for draws no\n          // chip: the card below keeps it, the header only names.\n          extraChips={leadCampaignNames(lead, campaigns.options).map((name) => (\n            <CrmRecordChip key={name} label=\"Campaign\" value={name} />\n          ))}\n        />\n        {/* What an assistant says about where the lead stands (AGL-2917): read on its own site. */}\n        <CrmRecordInsightsZone\n          hostId={hostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"lead\"\n          recordId={id}\n          name={label ?? ''}\n        />\n        <LeadCampaignsCard\n          hostId={hostId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          options={campaigns.options}\n          optionsReady={campaigns.ready}\n          onFiled={({ added, removed }) => {\n            const named = (ids: string[]) =>\n              ids.map((campaignId) => ({\n                id: campaignId,\n                name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n              }))\n            void logFiling({ leadId: id }, { filed: named(added), removed: named(removed) })\n          }}\n        />\n        <LeadHistoryCard hostId={hostId} leadId={id} lead={lead} />\n        <RecordActivityCard hostId={hostId} org={org} leadId={id} />\n      </Stack>\n      <LeadConvertDialog\n        open={converting}\n        onClose={() => setConverting(false)}\n        hostId={hostId}\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={id}\n        lead={lead}\n        basePath={basePath}\n        roster={roster}\n      />\n      <LeadUnqualifyDialog\n        open={unqualifying}\n        onClose={() => setUnqualifying(false)}\n        hostId={hostId}\n        leadId={id}\n        leadLabel={label ?? id}\n      />\n      {erase.dialog}\n    </>\n  )\n}\nLeadDetailPage.displayName = 'LeadDetailPage'\n\nexport default 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package/src/lib/components/lead-properties-card.js

@@ -97,7 +97,7 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
     const firestore = useFirestore();
     const { enqueueSnackbar } = useSnackbar();
     const routes = crmRoutes(basePath);
-    const ref = doc(firestore, 'hosts', hostId, 'leads', leadId);
+    const ref = doc(firestore, 'orgs', orgId, 'leads', leadId);
     const status = Aglyn.crmLeadStatus(lead);
     const converted = Boolean(lead.convertedContactId);
     const open = Aglyn.isCrmLeadOpen(lead) && !converted;