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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-properties-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 type {\n  AglynOrgBilling,\n  CrmLeadFields,\n  CrmLeadProfilePatch,\n  CrmLeadStatus,\n} from '@aglyn/aglyn'\nimport { mdiAccountCancelOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  FormControl,\n  InputLabel,\n  MenuItem,\n  Select,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useId, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport {\n  crmCustomDraftChanges,\n  type CrmCustomDraft,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  addressDraftFrom,\n  ContactAddressFields,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadStatusChip } from './lead-status-chip'\n\nconst NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX\nconst TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX\n\n/** The profile as the form holds it: every field a string, the address a draft. */\ninterface ProfileDraft {\n  company: string\n  jobTitle: string\n  phone: string\n  website: string\n  leadSource: string\n  tags: string\n  address: AddressDraft\n}\n\n/** The stored profile as a draft the fields can edit. */\nfunction profileDraftFrom(lead: Record<string, unknown> & CrmLeadFields): ProfileDraft {\n  return {\n    company: String(lead.company ?? ''),\n    jobTitle: String(lead.jobTitle ?? ''),\n    phone: String(lead.phone ?? lead['phone'] ?? ''),\n    website: String(lead.website ?? ''),\n    leadSource: String(lead.leadSource ?? ''),\n    tags: (lead.tags ?? []).join(', '),\n    address: addressDraftFrom(lead.address ?? null),\n  }\n}\n\n/** The patch as the document takes it: a cleared field is deleted, not blanked. */\nfunction profileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n  const write: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(patch)) {\n    if (value === undefined) continue\n    write[key] = value === null ? deleteField() : value\n  }\n  return write\n}\n\n/**\n * Why Convert is refused while an erasure waits on the person — the same\n * sentence shape the overflow's items carry, so the two read as one state.\n */\nexport const CONVERT_PENDING_ERASURE_REASON = 'An erasure is pending for this person'\n\n/** A label over a value — the record page's one row shape. */\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\nexport interface LeadPropertiesCardProps {\n  hostId: string\n  /**\n   * The org the site belongs to, as the page already resolved it — the\n   * custom lead fields are ORG-wide (AGL-3272), and a second lookup here\n   * would be one more read per record page for an answer already in hand.\n   */\n  orgId: string | null\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  basePath: string\n  roster: OrgMemberOptions\n  onConvert: () => void\n  onUnqualify: () => void\n  /**\n   * Items the page adds to the overflow beside Unqualify — the privacy\n   * erasure (AGL-2623) lives on the page, because it needs the workspace\n   * role and the API, and this card owns the header it must appear in.\n   */\n  extraMenuItems?: RowActionsMenuItem[]\n  /** What the page shows above the facts — the erasure-pending state. */\n  banner?: React.ReactNode\n  /**\n   * Chips the page adds after the owner — the campaigns the lead is filed\n   * under (AGL-3274), named from the containers the page reads once for\n   * this header and the Campaigns card below it.\n   */\n  extraChips?: React.ReactNode\n  /**\n   * An erasure request is waiting on this person (AGL-2623). Convert stays\n   * on the page but is refused with the reason, the way the overflow's items\n   * are: a conversion filed now would reach the capture door only to be\n   * refused there, and the lead itself goes when the request runs.\n   */\n  erasurePending?: boolean\n  /**\n   * The org the shell passed: the booking door reads whether the lead's site\n   * runs Bookings and whether the plan is entitled to it (AGL-2660), and a\n   * logged call reads the activity scope it belongs in (AGL-2661).\n   */\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * What the team knows and decides about a lead: status, owner, notes, and\n * the identity and consent the capture recorded (AGL-2608).\n *\n * Status and owner are single-field client writes — the rules let a site\n * admin, editor or author update `hosts/{hostId}/leads`, and a one-field\n * `update` cannot roll anything else back. Notes are a text field seeded\n * from the document, so that save goes through `writeGuardedBySeed`: a draft\n * edited over a cached read would otherwise overwrite a newer note with an\n * older one plus a sentence.\n *\n * Converted leads are read-only here. Their status is the conversion, and\n * the actions become links to what the conversion made.\n */\nexport function LeadPropertiesCard(props: LeadPropertiesCardProps) {\n  const {\n    hostId,\n    orgId,\n    leadId,\n    lead,\n    leadStatus,\n    fromCache,\n    basePath,\n    roster,\n    onConvert,\n    onUnqualify,\n    extraMenuItems = [],\n    banner,\n    extraChips,\n    erasurePending = false,\n    org,\n  } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const routes = crmRoutes(basePath)\n  const ref = doc(firestore, 'hosts', hostId, 'leads', leadId)\n  const status = Aglyn.crmLeadStatus(lead)\n  const converted = Boolean(lead.convertedContactId)\n  const open = Aglyn.isCrmLeadOpen(lead) && !converted\n  // The last verdict on the address (AGL-3245), as the platform stamped it.\n  const emailState = Aglyn.readEmailState(lead)\n  /** What a capture that took a number left on the document (AGL-2661). */\n  const leadPhone = String(lead['phone'] ?? '').trim()\n\n  const [notes, setNotes] = useState(String(lead.notes ?? ''))\n  // The label's id, so the status combobox is named \"Status\" rather than\n  // after the status it shows — see `LeadOwnerSelect`.\n  const statusLabelId = useId()\n  const [notesDirty, setNotesDirty] = useState(false)\n  const [savingNotes, setSavingNotes] = useState(false)\n  /*\n   * THE LEAD'S OWN PROFILE (AGL-3231) — company, title, phone, website,\n   * address, tags, lead source — edited as one block with one Save, the\n   * way the contact's Properties card saves. Seeded from the document and\n   * guarded on save like the notes: a draft edited over a cached read must\n   * not overwrite a newer profile with an older one.\n   */\n  const [profile, setProfile] = useState<ProfileDraft>(() => profileDraftFrom(lead))\n  const [profileDirty, setProfileDirty] = useState(false)\n  const [savingProfile, setSavingProfile] = useState(false)\n  const [profileErrors, setProfileErrors] = useState<Record<string, string>>({})\n  useEffect(() => {\n    if (!profileDirty) setProfile(profileDraftFrom(lead))\n    // The draft follows the document until it is edited; the fields are\n    // read one by one so a change to any of them reseeds.\n  }, [\n    profileDirty,\n    lead.company,\n    lead.jobTitle,\n    lead.phone,\n    lead.website,\n    lead.leadSource,\n    lead.tags,\n    lead.address,\n  ])\n  /*\n   * THE ORG'S OWN LEAD FIELDS (AGL-3272), edited under the same Save as\n   * the profile: one button over one card, so a person filling a lead in\n   * does not have to find two.\n   *\n   * The draft holds only the keys the reader touched, and Save writes the\n   * difference as dotted paths — a `custom` map written whole would take\n   * out every key this card did not show, which is what a retired field's\n   * values and an integration's writes sit under.\n   */\n  const fields = useContactFieldDefinitions(orgId, 'lead')\n  const storedCustom = useMemo(() => lead.custom ?? {}, [lead.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  const editProfile = <K extends keyof ProfileDraft>(key: K, value: ProfileDraft[K]) => {\n    setProfile((current) => ({ ...current, [key]: value }))\n    setProfileDirty(true)\n  }\n  // A newer note from the server replaces an UNEDITED draft; an edited one is\n  // the reader's, and the guard on save decides whether it may land.\n  useEffect(() => {\n    if (!notesDirty) setNotes(String(lead.notes ?? ''))\n  }, [lead.notes, notesDirty])\n\n  const write = async (fields: Record<string, unknown>, done: string) => {\n    try {\n      await updateDoc(ref, { ...fields, updatedAt: serverTimestamp() })\n      enqueueSnackbar(done, { variant: 'success', persist: false })\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n    }\n  }\n\n  const saveNotes = async () => {\n    setSavingNotes(true)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      () => write({ notes: notes.trim().slice(0, NOTES_MAX) }, 'Notes saved'),\n    )\n    setSavingNotes(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The notes could not be saved.', {\n        variant: 'warning',\n      })\n      return\n    }\n    setNotesDirty(false)\n  }\n\n  /*\n   * What Save is offered for: a profile field edited, or a custom value\n   * that differs from the stored map. Touched-and-put-back does not count\n   * — the draft keeps the key either way, and a Save that wrote nothing\n   * would still bump `updatedAt`.\n   */\n  const dirty =\n    profileDirty || crmCustomDraftChanges(storedCustom, custom).length > 0\n\n  const saveProfile = async () => {\n    const { patch, errors } = Aglyn.normalizeCrmLeadProfile({\n      company: profile.company,\n      jobTitle: profile.jobTitle,\n      phone: profile.phone,\n      website: profile.website,\n      leadSource: profile.leadSource,\n      tags: profile.tags,\n      address: profile.address,\n    })\n    setProfileErrors(errors)\n    if (Object.keys(errors).length) return\n    /*\n     * A required field the reader CLEARED is refused; one the lead has\n     * always lacked is not this save's to demand, or a field added after\n     * the lead was captured would block every later edit to its company.\n     */\n    const missing = crmCustomDraftMissingRequired(\n      fields.active,\n      storedCustom,\n      custom,\n      'edit',\n    )\n    if (missing.length) {\n      enqueueSnackbar(`${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`, {\n        variant: 'warning',\n      })\n      return\n    }\n    setSavingProfile(true)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      () =>\n        write(\n          { ...profileWrite(patch), ...crmCustomDraftWrites(storedCustom, custom) },\n          'Lead saved',\n        ),\n    )\n    setSavingProfile(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The lead could not be saved.', {\n        variant: 'warning',\n      })\n      return\n    }\n    setProfileDirty(false)\n    // The draft is spent: what it held is stored, and the controls read\n    // the document again.\n    setCustom({})\n  }\n\n  const consent = Aglyn.readMarketingBasis(lead, Aglyn.soloConsentGroup(hostId))\n  const consentLine =\n    consent.basis === 'granted'\n      ? `Opted in to marketing${\n          consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''\n        }`\n      : consent.basis === 'declined'\n        ? 'Declined marketing'\n        : 'No marketing consent recorded — this lead cannot be emailed marketing'\n\n  return (\n    <CrmRecordHeader\n      kind=\"Lead\"\n      title={String(lead['name'] || lead['email'] || leadId)}\n      // The name is the heading; the address is the one line under it,\n      // unless the address IS the name, in which case there is no second fact.\n      subtitle={lead['name'] ? String(lead['email'] ?? '') : undefined}\n      help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#working-a-lead-from-the-row' })}\n      backHref={routes.section('leads')}\n      backLabel=\"Back to leads\"\n      // The booking door (AGL-2660), while the lead is still the record\n      // being worked: once converted, the contact is where a meeting is\n      // booked from, and the links below lead there.\n      booking={converted ? undefined : { hostId, org, kind: 'lead', recordId: leadId }}\n      actions={\n        <>\n          {converted ? null : erasurePending ? (\n            <Tooltip title={CONVERT_PENDING_ERASURE_REASON}>\n              {/* A disabled button receives no pointer events, so the\n                  tooltip anchors on the span around it. */}\n              <span>\n                <Button size=\"small\" variant=\"contained\" disabled>\n                  {'Convert'}\n                </Button>\n              </span>\n            </Tooltip>\n          ) : (\n            <Button size=\"small\" variant=\"contained\" onClick={onConvert}>\n              {'Convert'}\n            </Button>\n          )}\n          {/* Dial the number the capture carried, and log the call (AGL-2661). */}\n          <CrmCallButton\n            hostId={hostId}\n            org={org}\n            link={{ leadId }}\n            phone={leadPhone}\n          />\n          <CrmSendEmailButton\n            hostId={hostId}\n            leadId={leadId}\n            email={String(lead['email'] ?? '')}\n            name={String(lead['name'] ?? '')}\n            emailState={emailState}\n          />\n        </>\n      }\n      menuItems={[\n        ...(open\n          ? [\n              {\n                key: 'unqualify',\n                label: 'Unqualify',\n                icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n                destructive: true,\n                onClick: onUnqualify,\n              } satisfies RowActionsMenuItem,\n            ]\n          : []),\n        ...extraMenuItems,\n      ]}\n      chips={\n        <>\n          <LeadStatusChip lead={lead} />\n          {/* The verdict on the address (AGL-3245), beside the status: a\n              bounce does not move New or Working, but it is the first\n              thing a person deciding whether to write must see. */}\n          <CrmEmailStateChip state={emailState} />\n          <CrmRecordChip\n            label=\"Owner\"\n            value={lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined}\n          />\n          {extraChips}\n        </>\n      }\n    >\n      <Stack spacing={3}>\n        {banner}\n        {/*\n          Only when the capture carried one (AGL-2661): the sign-up and\n          booking doors write no phone, so a row for every lead would be a\n          permanent blank. A form that captures one fills this.\n        */}\n        {leadPhone ? (\n          <Fact label=\"Phone\">\n            <CrmPhoneLink phone={leadPhone} />\n          </Fact>\n        ) : null}\n        <Fact label=\"Marketing consent\">{consentLine}</Fact>\n        <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n          {converted ? (\n            <Fact label=\"Status\">\n              <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                <LeadStatusChip lead={lead} />\n                <Typography variant=\"body2\" color=\"text.secondary\">\n                  {lead.convertedAtMs\n                    ? `Converted ${new Date(lead.convertedAtMs).toLocaleString()}`\n                    : 'Converted'}\n                </Typography>\n              </Stack>\n            </Fact>\n          ) : (\n            <FormControl size=\"small\" sx={{ minWidth: 200 }}>\n              <InputLabel id={statusLabelId}>{'Status'}</InputLabel>\n              <Select\n                labelId={statusLabelId}\n                label=\"Status\"\n                value={status === 'unqualified' ? 'unqualified' : status}\n                onChange={(event) => {\n                  const next = String(event.target.value) as CrmLeadStatus\n                  if (next === 'unqualified') {\n                    onUnqualify()\n                    return\n                  }\n                  // Reopening drops the reason with the closed state: a lead\n                  // being worked again is not \"unqualified because …\".\n                  void write(\n                    {\n                      status: next,\n                      ...(status === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n                    },\n                    'Status updated',\n                  )\n                }}\n              >\n                <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n                <MenuItem value=\"working\">{Aglyn.CRM_LEAD_STATUS_LABELS.working}</MenuItem>\n                <MenuItem value=\"unqualified\">\n                  {`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}\n                </MenuItem>\n              </Select>\n            </FormControl>\n          )}\n          <LeadOwnerSelect\n            value={lead.ownerUid}\n            roster={roster}\n            fullWidth={false}\n            onChange={(uid) =>\n              void write({ ownerUid: uid || deleteField() }, uid ? 'Owner assigned' : 'Owner cleared')\n            }\n          />\n        </Stack>\n        {status === 'unqualified' && lead.unqualifiedReason ? (\n          <Alert severity=\"info\">{`Unqualified: ${lead.unqualifiedReason}`}</Alert>\n        ) : null}\n        {converted ? (\n          <Stack direction=\"row\" spacing={1} sx={{ flexWrap: 'wrap', rowGap: 1 }}>\n            <Button\n              component={AppLink as any}\n              {...({ componentVariant: 'naked', nativeButton: false } as any)}\n              href={routes.contact(String(lead.convertedContactId))}\n              size=\"small\"\n              variant=\"outlined\"\n            >\n              {'Open contact'}\n            </Button>\n            {lead.companyId ? (\n              <Button\n                component={AppLink as any}\n                {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                href={routes.company(lead.companyId)}\n                size=\"small\"\n                variant=\"outlined\"\n              >\n                {'Open company'}\n              </Button>\n            ) : null}\n            {lead.dealId ? (\n              <Button\n                component={AppLink as any}\n                {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                href={routes.deal(lead.dealId)}\n                size=\"small\"\n                variant=\"outlined\"\n              >\n                {'Open deal'}\n              </Button>\n            ) : null}\n          </Stack>\n        ) : null}\n        {/*\n          The profile (AGL-3231): what Salesforce keeps on a lead and hands\n          to the contact and the account on convert. Read-only once\n          converted — the contact is the record then, and the links above\n          lead there.\n        */}\n        <Stack spacing={2}>\n          <Typography variant=\"subtitle2\">{'Profile'}</Typography>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"Company\"\n              value={profile.company}\n              onChange={(event) => editProfile('company', event.target.value)}\n              disabled={converted}\n              slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Job title\"\n              value={profile.jobTitle}\n              onChange={(event) => editProfile('jobTitle', event.target.value)}\n              disabled={converted}\n              slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n              fullWidth\n            />\n          </Stack>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"Phone\"\n              value={profile.phone}\n              onChange={(event) => editProfile('phone', event.target.value)}\n              disabled={converted}\n              error={Boolean(profileErrors['phone'])}\n              helperText={profileErrors['phone'] || 'With the country code, like +1 512 555 0107'}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Website\"\n              value={profile.website}\n              onChange={(event) => editProfile('website', event.target.value)}\n              disabled={converted}\n              error={Boolean(profileErrors['website'])}\n              helperText={profileErrors['website'] || 'Like acme.com'}\n              fullWidth\n            />\n          </Stack>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"Lead source\"\n              value={profile.leadSource}\n              onChange={(event) => editProfile('leadSource', event.target.value)}\n              disabled={converted}\n              slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Tags\"\n              value={profile.tags}\n              onChange={(event) => editProfile('tags', event.target.value)}\n              disabled={converted}\n              helperText=\"Comma-separated\"\n              fullWidth\n            />\n          </Stack>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Address'}\n          </Typography>\n          <ContactAddressFields\n            value={profile.address}\n            onChange={(next) => editProfile('address', next)}\n            disabled={converted}\n          />\n          {/*\n            The org's own lead fields (AGL-3272), under the profile because\n            they describe the same record and save with it. A converted\n            lead's are read-only with the rest of the card.\n          */}\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"caption\" color=\"text.secondary\">\n                {'Custom fields'}\n              </Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={converted || savingProfile}\n                />\n              ))}\n            </>\n          ) : null}\n          {converted ? null : (\n            <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                onClick={() => void saveProfile()}\n                disabled={!dirty || savingProfile}\n              >\n                {'Save'}\n              </Button>\n            </Stack>\n          )}\n        </Stack>\n        <Stack spacing={1}>\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={notes}\n            onChange={(event) => {\n              setNotes(event.target.value)\n              setNotesDirty(true)\n            }}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: NOTES_MAX } }}\n          />\n          <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n            <Button\n              size=\"small\"\n              variant=\"contained\"\n              onClick={() => void saveNotes()}\n              disabled={!notesDirty || savingNotes}\n            >\n              {'Save notes'}\n            </Button>\n          </Stack>\n        </Stack>\n      </Stack>\n    </CrmRecordHeader>\n  )\n}\nLeadPropertiesCard.displayName = 'LeadPropertiesCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-properties-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 type {\n  AglynOrgBilling,\n  CrmLeadFields,\n  CrmLeadProfilePatch,\n  CrmLeadStatus,\n} from '@aglyn/aglyn'\nimport { mdiAccountCancelOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  FormControl,\n  InputLabel,\n  MenuItem,\n  Select,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useId, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport {\n  crmCustomDraftChanges,\n  type CrmCustomDraft,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  addressDraftFrom,\n  ContactAddressFields,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadStatusChip } from './lead-status-chip'\n\nconst NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX\nconst TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX\n\n/** The profile as the form holds it: every field a string, the address a draft. */\ninterface ProfileDraft {\n  company: string\n  jobTitle: string\n  phone: string\n  website: string\n  leadSource: string\n  tags: string\n  address: AddressDraft\n}\n\n/** The stored profile as a draft the fields can edit. */\nfunction profileDraftFrom(lead: Record<string, unknown> & CrmLeadFields): ProfileDraft {\n  return {\n    company: String(lead.company ?? ''),\n    jobTitle: String(lead.jobTitle ?? ''),\n    phone: String(lead.phone ?? lead['phone'] ?? ''),\n    website: String(lead.website ?? ''),\n    leadSource: String(lead.leadSource ?? ''),\n    tags: (lead.tags ?? []).join(', '),\n    address: addressDraftFrom(lead.address ?? null),\n  }\n}\n\n/** The patch as the document takes it: a cleared field is deleted, not blanked. */\nfunction profileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n  const write: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(patch)) {\n    if (value === undefined) continue\n    write[key] = value === null ? deleteField() : value\n  }\n  return write\n}\n\n/**\n * Why Convert is refused while an erasure waits on the person — the same\n * sentence shape the overflow's items carry, so the two read as one state.\n */\nexport const CONVERT_PENDING_ERASURE_REASON = 'An erasure is pending for this person'\n\n/** A label over a value — the record page's one row shape. */\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\nexport interface LeadPropertiesCardProps {\n  hostId: string\n  /**\n   * The org the site belongs to, as the page already resolved it — the\n   * custom lead fields are ORG-wide (AGL-3272), and a second lookup here\n   * would be one more read per record page for an answer already in hand.\n   */\n  orgId: string | null\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  basePath: string\n  roster: OrgMemberOptions\n  onConvert: () => void\n  onUnqualify: () => void\n  /**\n   * Items the page adds to the overflow beside Unqualify — the privacy\n   * erasure (AGL-2623) lives on the page, because it needs the workspace\n   * role and the API, and this card owns the header it must appear in.\n   */\n  extraMenuItems?: RowActionsMenuItem[]\n  /** What the page shows above the facts — the erasure-pending state. */\n  banner?: React.ReactNode\n  /**\n   * Chips the page adds after the owner — the campaigns the lead is filed\n   * under (AGL-3274), named from the containers the page reads once for\n   * this header and the Campaigns card below it.\n   */\n  extraChips?: React.ReactNode\n  /**\n   * An erasure request is waiting on this person (AGL-2623). Convert stays\n   * on the page but is refused with the reason, the way the overflow's items\n   * are: a conversion filed now would reach the capture door only to be\n   * refused there, and the lead itself goes when the request runs.\n   */\n  erasurePending?: boolean\n  /**\n   * The org the shell passed: the booking door reads whether the lead's site\n   * runs Bookings and whether the plan is entitled to it (AGL-2660), and a\n   * logged call reads the activity scope it belongs in (AGL-2661).\n   */\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * What the team knows and decides about a lead: status, owner, notes, and\n * the identity and consent the capture recorded (AGL-2608).\n *\n * Status and owner are single-field client writes — the rules let a site\n * admin, editor or author update `hosts/{hostId}/leads`, and a one-field\n * `update` cannot roll anything else back. Notes are a text field seeded\n * from the document, so that save goes through `writeGuardedBySeed`: a draft\n * edited over a cached read would otherwise overwrite a newer note with an\n * older one plus a sentence.\n *\n * Converted leads are read-only here. Their status is the conversion, and\n * the actions become links to what the conversion made.\n */\nexport function LeadPropertiesCard(props: LeadPropertiesCardProps) {\n  const {\n    hostId,\n    orgId,\n    leadId,\n    lead,\n    leadStatus,\n    fromCache,\n    basePath,\n    roster,\n    onConvert,\n    onUnqualify,\n    extraMenuItems = [],\n    banner,\n    extraChips,\n    erasurePending = false,\n    org,\n  } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const routes = crmRoutes(basePath)\n  const ref = doc(firestore, 'orgs', orgId, 'leads', leadId)\n  const status = Aglyn.crmLeadStatus(lead)\n  const converted = Boolean(lead.convertedContactId)\n  const open = Aglyn.isCrmLeadOpen(lead) && !converted\n  // The last verdict on the address (AGL-3245), as the platform stamped it.\n  const emailState = Aglyn.readEmailState(lead)\n  /** What a capture that took a number left on the document (AGL-2661). */\n  const leadPhone = String(lead['phone'] ?? '').trim()\n\n  const [notes, setNotes] = useState(String(lead.notes ?? ''))\n  // The label's id, so the status combobox is named \"Status\" rather than\n  // after the status it shows — see `LeadOwnerSelect`.\n  const statusLabelId = useId()\n  const [notesDirty, setNotesDirty] = useState(false)\n  const [savingNotes, setSavingNotes] = useState(false)\n  /*\n   * THE LEAD'S OWN PROFILE (AGL-3231) — company, title, phone, website,\n   * address, tags, lead source — edited as one block with one Save, the\n   * way the contact's Properties card saves. Seeded from the document and\n   * guarded on save like the notes: a draft edited over a cached read must\n   * not overwrite a newer profile with an older one.\n   */\n  const [profile, setProfile] = useState<ProfileDraft>(() => profileDraftFrom(lead))\n  const [profileDirty, setProfileDirty] = useState(false)\n  const [savingProfile, setSavingProfile] = useState(false)\n  const [profileErrors, setProfileErrors] = useState<Record<string, string>>({})\n  useEffect(() => {\n    if (!profileDirty) setProfile(profileDraftFrom(lead))\n    // The draft follows the document until it is edited; the fields are\n    // read one by one so a change to any of them reseeds.\n  }, [\n    profileDirty,\n    lead.company,\n    lead.jobTitle,\n    lead.phone,\n    lead.website,\n    lead.leadSource,\n    lead.tags,\n    lead.address,\n  ])\n  /*\n   * THE ORG'S OWN LEAD FIELDS (AGL-3272), edited under the same Save as\n   * the profile: one button over one card, so a person filling a lead in\n   * does not have to find two.\n   *\n   * The draft holds only the keys the reader touched, and Save writes the\n   * difference as dotted paths — a `custom` map written whole would take\n   * out every key this card did not show, which is what a retired field's\n   * values and an integration's writes sit under.\n   */\n  const fields = useContactFieldDefinitions(orgId, 'lead')\n  const storedCustom = useMemo(() => lead.custom ?? {}, [lead.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  const editProfile = <K extends keyof ProfileDraft>(key: K, value: ProfileDraft[K]) => {\n    setProfile((current) => ({ ...current, [key]: value }))\n    setProfileDirty(true)\n  }\n  // A newer note from the server replaces an UNEDITED draft; an edited one is\n  // the reader's, and the guard on save decides whether it may land.\n  useEffect(() => {\n    if (!notesDirty) setNotes(String(lead.notes ?? ''))\n  }, [lead.notes, notesDirty])\n\n  const write = async (fields: Record<string, unknown>, done: string) => {\n    try {\n      await updateDoc(ref, { ...fields, updatedAt: serverTimestamp() })\n      enqueueSnackbar(done, { variant: 'success', persist: false })\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n    }\n  }\n\n  const saveNotes = async () => {\n    setSavingNotes(true)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      () => write({ notes: notes.trim().slice(0, NOTES_MAX) }, 'Notes saved'),\n    )\n    setSavingNotes(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The notes could not be saved.', {\n        variant: 'warning',\n      })\n      return\n    }\n    setNotesDirty(false)\n  }\n\n  /*\n   * What Save is offered for: a profile field edited, or a custom value\n   * that differs from the stored map. Touched-and-put-back does not count\n   * — the draft keeps the key either way, and a Save that wrote nothing\n   * would still bump `updatedAt`.\n   */\n  const dirty =\n    profileDirty || crmCustomDraftChanges(storedCustom, custom).length > 0\n\n  const saveProfile = async () => {\n    const { patch, errors } = Aglyn.normalizeCrmLeadProfile({\n      company: profile.company,\n      jobTitle: profile.jobTitle,\n      phone: profile.phone,\n      website: profile.website,\n      leadSource: profile.leadSource,\n      tags: profile.tags,\n      address: profile.address,\n    })\n    setProfileErrors(errors)\n    if (Object.keys(errors).length) return\n    /*\n     * A required field the reader CLEARED is refused; one the lead has\n     * always lacked is not this save's to demand, or a field added after\n     * the lead was captured would block every later edit to its company.\n     */\n    const missing = crmCustomDraftMissingRequired(\n      fields.active,\n      storedCustom,\n      custom,\n      'edit',\n    )\n    if (missing.length) {\n      enqueueSnackbar(`${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`, {\n        variant: 'warning',\n      })\n      return\n    }\n    setSavingProfile(true)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      () =>\n        write(\n          { ...profileWrite(patch), ...crmCustomDraftWrites(storedCustom, custom) },\n          'Lead saved',\n        ),\n    )\n    setSavingProfile(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The lead could not be saved.', {\n        variant: 'warning',\n      })\n      return\n    }\n    setProfileDirty(false)\n    // The draft is spent: what it held is stored, and the controls read\n    // the document again.\n    setCustom({})\n  }\n\n  const consent = Aglyn.readMarketingBasis(lead, Aglyn.soloConsentGroup(hostId))\n  const consentLine =\n    consent.basis === 'granted'\n      ? `Opted in to marketing${\n          consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''\n        }`\n      : consent.basis === 'declined'\n        ? 'Declined marketing'\n        : 'No marketing consent recorded — this lead cannot be emailed marketing'\n\n  return (\n    <CrmRecordHeader\n      kind=\"Lead\"\n      title={String(lead['name'] || lead['email'] || leadId)}\n      // The name is the heading; the address is the one line under it,\n      // unless the address IS the name, in which case there is no second fact.\n      subtitle={lead['name'] ? String(lead['email'] ?? '') : undefined}\n      help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#working-a-lead-from-the-row' })}\n      backHref={routes.section('leads')}\n      backLabel=\"Back to leads\"\n      // The booking door (AGL-2660), while the lead is still the record\n      // being worked: once converted, the contact is where a meeting is\n      // booked from, and the links below lead there.\n      booking={converted ? undefined : { hostId, org, kind: 'lead', recordId: leadId }}\n      actions={\n        <>\n          {converted ? null : erasurePending ? (\n            <Tooltip title={CONVERT_PENDING_ERASURE_REASON}>\n              {/* A disabled button receives no pointer events, so the\n                  tooltip anchors on the span around it. */}\n              <span>\n                <Button size=\"small\" variant=\"contained\" disabled>\n                  {'Convert'}\n                </Button>\n              </span>\n            </Tooltip>\n          ) : (\n            <Button size=\"small\" variant=\"contained\" onClick={onConvert}>\n              {'Convert'}\n            </Button>\n          )}\n          {/* Dial the number the capture carried, and log the call (AGL-2661). */}\n          <CrmCallButton\n            hostId={hostId}\n            org={org}\n            link={{ leadId }}\n            phone={leadPhone}\n          />\n          <CrmSendEmailButton\n            hostId={hostId}\n            leadId={leadId}\n            email={String(lead['email'] ?? '')}\n            name={String(lead['name'] ?? '')}\n            emailState={emailState}\n          />\n        </>\n      }\n      menuItems={[\n        ...(open\n          ? [\n              {\n                key: 'unqualify',\n                label: 'Unqualify',\n                icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n                destructive: true,\n                onClick: onUnqualify,\n              } satisfies RowActionsMenuItem,\n            ]\n          : []),\n        ...extraMenuItems,\n      ]}\n      chips={\n        <>\n          <LeadStatusChip lead={lead} />\n          {/* The verdict on the address (AGL-3245), beside the status: a\n              bounce does not move New or Working, but it is the first\n              thing a person deciding whether to write must see. */}\n          <CrmEmailStateChip state={emailState} />\n          <CrmRecordChip\n            label=\"Owner\"\n            value={lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined}\n          />\n          {extraChips}\n        </>\n      }\n    >\n      <Stack spacing={3}>\n        {banner}\n        {/*\n          Only when the capture carried one (AGL-2661): the sign-up and\n          booking doors write no phone, so a row for every lead would be a\n          permanent blank. A form that captures one fills this.\n        */}\n        {leadPhone ? (\n          <Fact label=\"Phone\">\n            <CrmPhoneLink phone={leadPhone} />\n          </Fact>\n        ) : null}\n        <Fact label=\"Marketing consent\">{consentLine}</Fact>\n        <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n          {converted ? (\n            <Fact label=\"Status\">\n              <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                <LeadStatusChip lead={lead} />\n                <Typography variant=\"body2\" color=\"text.secondary\">\n                  {lead.convertedAtMs\n                    ? `Converted ${new Date(lead.convertedAtMs).toLocaleString()}`\n                    : 'Converted'}\n                </Typography>\n              </Stack>\n            </Fact>\n          ) : (\n            <FormControl size=\"small\" sx={{ minWidth: 200 }}>\n              <InputLabel id={statusLabelId}>{'Status'}</InputLabel>\n              <Select\n                labelId={statusLabelId}\n                label=\"Status\"\n                value={status === 'unqualified' ? 'unqualified' : status}\n                onChange={(event) => {\n                  const next = String(event.target.value) as CrmLeadStatus\n                  if (next === 'unqualified') {\n                    onUnqualify()\n                    return\n                  }\n                  // Reopening drops the reason with the closed state: a lead\n                  // being worked again is not \"unqualified because …\".\n                  void write(\n                    {\n                      status: next,\n                      ...(status === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n                    },\n                    'Status updated',\n                  )\n                }}\n              >\n                <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n                <MenuItem value=\"working\">{Aglyn.CRM_LEAD_STATUS_LABELS.working}</MenuItem>\n                <MenuItem value=\"unqualified\">\n                  {`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}\n                </MenuItem>\n              </Select>\n            </FormControl>\n          )}\n          <LeadOwnerSelect\n            value={lead.ownerUid}\n            roster={roster}\n            fullWidth={false}\n            onChange={(uid) =>\n              void write({ ownerUid: uid || deleteField() }, uid ? 'Owner assigned' : 'Owner cleared')\n            }\n          />\n        </Stack>\n        {status === 'unqualified' && lead.unqualifiedReason ? (\n          <Alert severity=\"info\">{`Unqualified: ${lead.unqualifiedReason}`}</Alert>\n        ) : null}\n        {converted ? (\n          <Stack direction=\"row\" spacing={1} sx={{ flexWrap: 'wrap', rowGap: 1 }}>\n            <Button\n              component={AppLink as any}\n              {...({ componentVariant: 'naked', nativeButton: false } as any)}\n              href={routes.contact(String(lead.convertedContactId))}\n              size=\"small\"\n              variant=\"outlined\"\n            >\n              {'Open contact'}\n            </Button>\n            {lead.companyId ? (\n              <Button\n                component={AppLink as any}\n                {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                href={routes.company(lead.companyId)}\n                size=\"small\"\n                variant=\"outlined\"\n              >\n                {'Open company'}\n              </Button>\n            ) : null}\n            {lead.dealId ? (\n              <Button\n                component={AppLink as any}\n                {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                href={routes.deal(lead.dealId)}\n                size=\"small\"\n                variant=\"outlined\"\n              >\n                {'Open deal'}\n              </Button>\n            ) : null}\n          </Stack>\n        ) : null}\n        {/*\n          The profile (AGL-3231): what Salesforce keeps on a lead and hands\n          to the contact and the account on convert. Read-only once\n          converted — the contact is the record then, and the links above\n          lead there.\n        */}\n        <Stack spacing={2}>\n          <Typography variant=\"subtitle2\">{'Profile'}</Typography>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"Company\"\n              value={profile.company}\n              onChange={(event) => editProfile('company', event.target.value)}\n              disabled={converted}\n              slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Job title\"\n              value={profile.jobTitle}\n              onChange={(event) => editProfile('jobTitle', event.target.value)}\n              disabled={converted}\n              slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n              fullWidth\n            />\n          </Stack>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"Phone\"\n              value={profile.phone}\n              onChange={(event) => editProfile('phone', event.target.value)}\n              disabled={converted}\n              error={Boolean(profileErrors['phone'])}\n              helperText={profileErrors['phone'] || 'With the country code, like +1 512 555 0107'}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Website\"\n              value={profile.website}\n              onChange={(event) => editProfile('website', event.target.value)}\n              disabled={converted}\n              error={Boolean(profileErrors['website'])}\n              helperText={profileErrors['website'] || 'Like acme.com'}\n              fullWidth\n            />\n          </Stack>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"Lead source\"\n              value={profile.leadSource}\n              onChange={(event) => editProfile('leadSource', event.target.value)}\n              disabled={converted}\n              slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Tags\"\n              value={profile.tags}\n              onChange={(event) => editProfile('tags', event.target.value)}\n              disabled={converted}\n              helperText=\"Comma-separated\"\n              fullWidth\n            />\n          </Stack>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Address'}\n          </Typography>\n          <ContactAddressFields\n            value={profile.address}\n            onChange={(next) => editProfile('address', next)}\n            disabled={converted}\n          />\n          {/*\n            The org's own lead fields (AGL-3272), under the profile because\n            they describe the same record and save with it. A converted\n            lead's are read-only with the rest of the card.\n          */}\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"caption\" color=\"text.secondary\">\n                {'Custom fields'}\n              </Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={converted || savingProfile}\n                />\n              ))}\n            </>\n          ) : null}\n          {converted ? null : (\n            <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                onClick={() => void saveProfile()}\n                disabled={!dirty || savingProfile}\n              >\n                {'Save'}\n              </Button>\n            </Stack>\n          )}\n        </Stack>\n        <Stack spacing={1}>\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={notes}\n            onChange={(event) => {\n              setNotes(event.target.value)\n              setNotesDirty(true)\n            }}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: NOTES_MAX } }}\n          />\n          <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n            <Button\n              size=\"small\"\n              variant=\"contained\"\n              onClick={() => void saveNotes()}\n              disabled={!notesDirty || savingNotes}\n            >\n              {'Save notes'}\n            </Button>\n          </Stack>\n        </Stack>\n      </Stack>\n    </CrmRecordHeader>\n  )\n}\nLeadPropertiesCard.displayName = 'LeadPropertiesCard'\n\nexport default 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package/src/lib/components/lead-unqualify-dialog.js

@@ -21,6 +21,7 @@ import { useFirestore } from "@aglyn/tenant-feature-instance";
 import { Button, Dialog, DialogActions, DialogContent, DialogContentText, DialogTitle, TextField } from "@mui/material";
 import { doc, serverTimestamp, updateDoc } from "firebase/firestore";
 import { useEffect, useState } from "react";
+import { useCrmScope } from "../hooks/use-crm-scope.js";
 /** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */ export const UNQUALIFY_REASON_MAX = 500;
 const REASON_MAX = UNQUALIFY_REASON_MAX;
 /**
@@ -33,6 +34,11 @@ const REASON_MAX = UNQUALIFY_REASON_MAX;
  * author may update it, and nothing here needs the server.
  */ export function LeadUnqualifyDialog(props) {
     const { open, onClose, hostId, leadId, leadLabel } = 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 [reason, setReason] = useState('');
@@ -51,7 +57,7 @@ const REASON_MAX = UNQUALIFY_REASON_MAX;
                 status: 'unqualified',
                 unqualifiedReason: trimmed.slice(0, REASON_MAX)
             };
-            await updateDoc(doc(firestore, 'hosts', hostId, 'leads', leadId), _extends({}, fields, {
+            await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), _extends({}, fields, {
                 updatedAt: serverTimestamp()
             }));
             enqueueSnackbar('Lead marked unqualified', {

package/src/lib/components/lead-unqualify-dialog.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-unqualify-dialog.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 { CrmLeadFields } from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  TextField,\n} from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\n\n/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */\nexport const UNQUALIFY_REASON_MAX = 500\nconst REASON_MAX = UNQUALIFY_REASON_MAX\n\nexport interface LeadUnqualifyDialogProps {\n  open: boolean\n  onClose: () => void\n  hostId: string\n  leadId: string\n  /** How the lead reads in the title — its name, else its address. */\n  leadLabel: string\n}\n\n/**\n * Close a lead without converting it, with the reason why (AGL-2608).\n *\n * The reason is REQUIRED. An unqualified lead with no reason is a row that\n * says only \"somebody gave up\", and the one thing a report on lost leads\n * wants to count is why. A client-direct write: `hosts/{hostId}/leads` is\n * not in the catch-all's update exclusions, so a site admin, editor or\n * author may update it, and nothing here needs the server.\n */\nexport function LeadUnqualifyDialog(props: LeadUnqualifyDialogProps) {\n  const { open, onClose, hostId, leadId, leadLabel } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const [reason, setReason] = useState('')\n  const [busy, setBusy] = useState(false)\n\n  useEffect(() => {\n    if (open) setReason('')\n  }, [open])\n\n  const submit = async () => {\n    const trimmed = reason.trim()\n    if (!trimmed) return\n    setBusy(true)\n    try {\n      const fields: Required<Pick<CrmLeadFields, 'status' | 'unqualifiedReason'>> = {\n        status: 'unqualified',\n        unqualifiedReason: trimmed.slice(0, REASON_MAX),\n      }\n      await updateDoc(doc(firestore, 'hosts', hostId, 'leads', leadId), {\n        ...fields,\n        updatedAt: serverTimestamp(),\n      })\n      enqueueSnackbar('Lead marked unqualified', { variant: 'success', persist: false })\n      onClose()\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={onClose} maxWidth=\"xs\" fullWidth>\n      <DialogTitle>{`Unqualify ${leadLabel}?`}</DialogTitle>\n      <DialogContent>\n        <DialogContentText sx={{ mb: 2 }}>\n          {'The lead stays on file and drops out of the open list. Say why, ' +\n            'so the reason can be counted later.'}\n        </DialogContentText>\n        <TextField\n          label=\"Reason\"\n          value={reason}\n          onChange={(event) => setReason(event.target.value)}\n          multiline\n          minRows={2}\n          fullWidth\n          autoFocus\n          slotProps={{ htmlInput: { maxLength: REASON_MAX } }}\n        />\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          color=\"warning\"\n          onClick={() => void submit()}\n          disabled={busy || !reason.trim()}\n        >\n          {'Unqualify'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nLeadUnqualifyDialog.displayName = 'LeadUnqualifyDialog'\n\nexport default LeadUnqualifyDialog\n"],"names":["useSnackbar","useFirestore","Button","Dialog","DialogActions","DialogContent","DialogContentText","DialogTitle","TextField","doc","serverTimestamp","updateDoc","useEffect","useState","UNQUALIFY_REASON_MAX","REASON_MAX","LeadUnqualifyDialog","props","open","onClose","hostId","leadId","leadLabel","firestore","enqueueSnackbar","reason","setReason","busy","setBusy","submit","trimmed","trim","fields","status","unqualifiedReason","slice","updatedAt","variant","persist","error","Error","message","maxWidth","fullWidth","sx","mb","label","value","onChange","event","target","multiline","minRows","autoFocus","slotProps","htmlInput","maxLength","onClick","disabled","color","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAGA,SAASA,WAAW,QAAQ,8BAA6B;AACzD,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SACEC,MAAM,EACNC,MAAM,EACNC,aAAa,EACbC,aAAa,EACbC,iBAAiB,EACjBC,WAAW,EACXC,SAAS,QACJ,gBAAe;AACtB,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAE3C,0FAA0F,GAC1F,OAAO,MAAMC,uBAAuB,IAAG;AACvC,MAAMC,aAAaD;AAWnB;;;;;;;;CAQC,GACD,OAAO,SAASE,oBAAoBC,KAA+B;IACjE,MAAM,EAAEC,IAAI,EAAEC,OAAO,EAAEC,MAAM,EAAEC,MAAM,EAAEC,SAAS,EAAE,GAAGL;IACrD,MAAMM,YAAYtB;IAClB,MAAM,EAAEuB,eAAe,EAAE,GAAGxB;IAC5B,MAAM,CAACyB,QAAQC,UAAU,GAAGb,SAAS;IACrC,MAAM,CAACc,MAAMC,QAAQ,GAAGf,SAAS;IAEjCD,UAAU;QACR,IAAIM,MAAMQ,UAAU;IACtB,GAAG;QAACR;KAAK;IAET,MAAMW,SAAS;QACb,MAAMC,UAAUL,OAAOM,IAAI;QAC3B,IAAI,CAACD,SAAS;QACdF,QAAQ;QACR,IAAI;YACF,MAAMI,SAAwE;gBAC5EC,QAAQ;gBACRC,mBAAmBJ,QAAQK,KAAK,CAAC,GAAGpB;YACtC;YACA,MAAMJ,UAAUF,IAAIc,WAAW,SAASH,QAAQ,SAASC,SAAS,aAC7DW;gBACHI,WAAW1B;;YAEbc,gBAAgB,2BAA2B;gBAAEa,SAAS;gBAAWC,SAAS;YAAM;YAChFnB;QACF,EAAE,OAAOoB,OAAO;YACdf,gBACEe,iBAAiBC,QAAQD,MAAME,OAAO,GAAG,kCACzC;gBAAEJ,SAAS;YAAQ;QAEvB,SAAU;YACRT,QAAQ;QACV;IACF;IAEA,qBACE,MAACzB;QAAOe,MAAMA;QAAMC,SAASA;QAASuB,UAAS;QAAKC,SAAS;;0BAC3D,KAACpC;0BAAa,CAAC,UAAU,EAAEe,UAAU,CAAC,CAAC;;0BACvC,MAACjB;;kCACC,KAACC;wBAAkBsC,IAAI;4BAAEC,IAAI;wBAAE;kCAC5B,qEACC;;kCAEJ,KAACrC;wBACCsC,OAAM;wBACNC,OAAOtB;wBACPuB,UAAU,CAACC,QAAUvB,UAAUuB,MAAMC,MAAM,CAACH,KAAK;wBACjDI,SAAS;wBACTC,SAAS;wBACTT,SAAS;wBACTU,SAAS;wBACTC,WAAW;4BAAEC,WAAW;gCAAEC,WAAWzC;4BAAW;wBAAE;;;;0BAGtD,MAACX;;kCACC,KAACF;wBAAOuD,SAAStC;wBAASuC,UAAU/B;kCACjC;;kCAEH,KAACzB;wBACCmC,SAAQ;wBACRsB,OAAM;wBACNF,SAAS,IAAM,KAAK5B;wBACpB6B,UAAU/B,QAAQ,CAACF,OAAOM,IAAI;kCAE7B;;;;;;AAKX;AACAf,oBAAoB4C,WAAW,GAAG;AAElC,eAAe5C,oBAAmB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-unqualify-dialog.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 { CrmLeadFields } from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  TextField,\n} 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 most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */\nexport const UNQUALIFY_REASON_MAX = 500\nconst REASON_MAX = UNQUALIFY_REASON_MAX\n\nexport interface LeadUnqualifyDialogProps {\n  open: boolean\n  onClose: () => void\n  hostId: string\n  leadId: string\n  /** How the lead reads in the title — its name, else its address. */\n  leadLabel: string\n}\n\n/**\n * Close a lead without converting it, with the reason why (AGL-2608).\n *\n * The reason is REQUIRED. An unqualified lead with no reason is a row that\n * says only \"somebody gave up\", and the one thing a report on lost leads\n * wants to count is why. A client-direct write: `hosts/{hostId}/leads` is\n * not in the catch-all's update exclusions, so a site admin, editor or\n * author may update it, and nothing here needs the server.\n */\nexport function LeadUnqualifyDialog(props: LeadUnqualifyDialogProps) {\n  const { open, onClose, hostId, leadId, leadLabel } = 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 [reason, setReason] = useState('')\n  const [busy, setBusy] = useState(false)\n\n  useEffect(() => {\n    if (open) setReason('')\n  }, [open])\n\n  const submit = async () => {\n    const trimmed = reason.trim()\n    if (!trimmed) return\n    setBusy(true)\n    try {\n      const fields: Required<Pick<CrmLeadFields, 'status' | 'unqualifiedReason'>> = {\n        status: 'unqualified',\n        unqualifiedReason: trimmed.slice(0, REASON_MAX),\n      }\n      await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n        ...fields,\n        updatedAt: serverTimestamp(),\n      })\n      enqueueSnackbar('Lead marked unqualified', { variant: 'success', persist: false })\n      onClose()\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={onClose} maxWidth=\"xs\" fullWidth>\n      <DialogTitle>{`Unqualify ${leadLabel}?`}</DialogTitle>\n      <DialogContent>\n        <DialogContentText sx={{ mb: 2 }}>\n          {'The lead stays on file and drops out of the open list. Say why, ' +\n            'so the reason can be counted later.'}\n        </DialogContentText>\n        <TextField\n          label=\"Reason\"\n          value={reason}\n          onChange={(event) => setReason(event.target.value)}\n          multiline\n          minRows={2}\n          fullWidth\n          autoFocus\n          slotProps={{ htmlInput: { maxLength: REASON_MAX } }}\n        />\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          color=\"warning\"\n          onClick={() => void submit()}\n          disabled={busy || !reason.trim()}\n        >\n          {'Unqualify'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nLeadUnqualifyDialog.displayName = 'LeadUnqualifyDialog'\n\nexport default LeadUnqualifyDialog\n"],"names":["useSnackbar","useFirestore","Button","Dialog","DialogActions","DialogContent","DialogContentText","DialogTitle","TextField","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","UNQUALIFY_REASON_MAX","REASON_MAX","LeadUnqualifyDialog","props","open","onClose","hostId","leadId","leadLabel","orgId","firestore","enqueueSnackbar","reason","setReason","busy","setBusy","submit","trimmed","trim","fields","status","unqualifiedReason","slice","updatedAt","variant","persist","error","Error","message","maxWidth","fullWidth","sx","mb","label","value","onChange","event","target","multiline","minRows","autoFocus","slotProps","htmlInput","maxLength","onClick","disabled","color","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAGA,SAASA,WAAW,QAAQ,8BAA6B;AACzD,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SACEC,MAAM,EACNC,MAAM,EACNC,aAAa,EACbC,aAAa,EACbC,iBAAiB,EACjBC,WAAW,EACXC,SAAS,QACJ,gBAAe;AACtB,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AAEpD,0FAA0F,GAC1F,OAAO,MAAMC,uBAAuB,IAAG;AACvC,MAAMC,aAAaD;AAWnB;;;;;;;;CAQC,GACD,OAAO,SAASE,oBAAoBC,KAA+B;IACjE,MAAM,EAAEC,IAAI,EAAEC,OAAO,EAAEC,MAAM,EAAEC,MAAM,EAAEC,SAAS,EAAE,GAAGL;IACrD,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEM,KAAK,EAAE,GAAGV,YAAY;QAAEO;IAAO;IACvC,MAAMI,YAAYxB;IAClB,MAAM,EAAEyB,eAAe,EAAE,GAAG1B;IAC5B,MAAM,CAAC2B,QAAQC,UAAU,GAAGf,SAAS;IACrC,MAAM,CAACgB,MAAMC,QAAQ,GAAGjB,SAAS;IAEjCD,UAAU;QACR,IAAIO,MAAMS,UAAU;IACtB,GAAG;QAACT;KAAK;IAET,MAAMY,SAAS;QACb,MAAMC,UAAUL,OAAOM,IAAI;QAC3B,IAAI,CAACD,SAAS;QACdF,QAAQ;QACR,IAAI;YACF,MAAMI,SAAwE;gBAC5EC,QAAQ;gBACRC,mBAAmBJ,QAAQK,KAAK,CAAC,GAAGrB;YACtC;YACA,MAAML,UAAUF,IAAIgB,WAAW,QAAQD,OAAO,SAASF,SAAS,aAC3DY;gBACHI,WAAW5B;;YAEbgB,gBAAgB,2BAA2B;gBAAEa,SAAS;gBAAWC,SAAS;YAAM;YAChFpB;QACF,EAAE,OAAOqB,OAAO;YACdf,gBACEe,iBAAiBC,QAAQD,MAAME,OAAO,GAAG,kCACzC;gBAAEJ,SAAS;YAAQ;QAEvB,SAAU;YACRT,QAAQ;QACV;IACF;IAEA,qBACE,MAAC3B;QAAOgB,MAAMA;QAAMC,SAASA;QAASwB,UAAS;QAAKC,SAAS;;0BAC3D,KAACtC;0BAAa,CAAC,UAAU,EAAEgB,UAAU,CAAC,CAAC;;0BACvC,MAAClB;;kCACC,KAACC;wBAAkBwC,IAAI;4BAAEC,IAAI;wBAAE;kCAC5B,qEACC;;kCAEJ,KAACvC;wBACCwC,OAAM;wBACNC,OAAOtB;wBACPuB,UAAU,CAACC,QAAUvB,UAAUuB,MAAMC,MAAM,CAACH,KAAK;wBACjDI,SAAS;wBACTC,SAAS;wBACTT,SAAS;wBACTU,SAAS;wBACTC,WAAW;4BAAEC,WAAW;gCAAEC,WAAW1C;4BAAW;wBAAE;;;;0BAGtD,MAACZ;;kCACC,KAACF;wBAAOyD,SAASvC;wBAASwC,UAAU/B;kCACjC;;kCAEH,KAAC3B;wBACCqC,SAAQ;wBACRsB,OAAM;wBACNF,SAAS,IAAM,KAAK5B;wBACpB6B,UAAU/B,QAAQ,CAACF,OAAOM,IAAI;kCAE7B;;;;;;AAKX;AACAhB,oBAAoB6C,WAAW,GAAG;AAElC,eAAe7C,oBAAmB"}

package/src/lib/components/leads-bulk-bar.d.ts

@@ -10,7 +10,7 @@
  *
  * ## A row names its own site
  *
- * A lead lives at `hosts/{hostId}/leads/{leadId}`, and at the organization
+ * A lead lives at `orgs/{orgId}/leads/{leadId}` (AGL-3275), and at the organization
  * level the selection spans sites, so the reference for a write is built
  * from the ROW rather than from a scope the bar was handed: the row knows
  * its site, the bar need not. Under a site every row names the same one.
@@ -33,7 +33,6 @@ import { type LeadCsvOptions } from '../model/leads-csv';
 export type LeadBulkRow = Record<string, unknown> & CrmLeadFields & {
     $id: string;
     leadId: string;
-    hostId: string;
 };
 export interface LeadsBulkBarProps {
     rows: readonly LeadBulkRow[];

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

@@ -28,7 +28,7 @@ import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
  *
  * ## A row names its own site
  *
- * A lead lives at `hosts/{hostId}/leads/{leadId}`, and at the organization
+ * A lead lives at `orgs/{orgId}/leads/{leadId}` (AGL-3275), and at the organization
  * level the selection spans sites, so the reference for a write is built
  * from the ROW rather than from a scope the bar was handed: the row knows
  * its site, the bar need not. Under a site every row names the same one.
@@ -114,9 +114,14 @@ function LeadsBulkBarBody(props) {
                 row
             ]));
         return crmBulkWriters(firestore, (id)=>{
-            var _ref, _ref1;
+            var _ref;
             const row = byId.get(id);
-            return doc(firestore, 'hosts', (_ref = row == null ? void 0 : row.hostId) != null ? _ref : '', 'leads', (_ref1 = row == null ? void 0 : row.leadId) != null ? _ref1 : id);
+            // One org collection (AGL-3275): the row no longer names a site, and
+            // the bulk write addresses the same document at either level.
+            // `orgs//leads` is a path Firestore accepts the shape of and nothing
+            // owns, so an absent org refuses the write rather than composing one.
+            if (!orgId) throw new Error('[crm] a lead write needs an organization');
+            return doc(firestore, 'orgs', orgId, 'leads', (_ref = row == null ? void 0 : row.leadId) != null ? _ref : id);
         });
     }, [
         firestore,

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/leads-bulk-bar.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\n/**\n * The bar over the Leads table, for whatever rows are ticked (AGL-2662).\n *\n * Hand them to an owner, set their status, unqualify them with one reason,\n * or take them into a spreadsheet. Every act here is a document write and\n * nothing more — a lead's status and owner are the team's own notes on a\n * capture, with no event and no notification behind them, which is why the\n * row's inline select writes them client-direct — so the whole bar goes\n * through the shared batched runner under the same rules.\n *\n * ## A row names its own site\n *\n * A lead lives at `hosts/{hostId}/leads/{leadId}`, and at the organization\n * level the selection spans sites, so the reference for a write is built\n * from the ROW rather than from a scope the bar was handed: the row knows\n * its site, the bar need not. Under a site every row names the same one.\n *\n * ## What is declined, by name\n *\n * A converted lead's status IS its conversion, stamped by the route, and\n * the bar leaves it alone under Set status and Unqualify the way the row\n * menu and the inline select do. A lead already closed is not unqualified\n * twice. A lead already at the asked status is skipped rather than rewritten\n * so \"Nothing to change\" means what it says.\n */\n\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  crmLeadStatus,\n  isCrmLeadOpen,\n  readCampaignIds,\n} from '@aglyn/aglyn'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { useFirestore, useHostCampaigns } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField } from '@mui/material'\nimport { arrayUnion, deleteField, doc, serverTimestamp } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport {\n  type CrmBulkPlan,\n  type CrmBulkSkip,\n  type CrmBulkWrite,\n  crmBulkWriters,\n  runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport { type LeadCsvOptions, leadsCsv } from '../model/leads-csv'\nimport {\n  type CrmBulkNoun,\n  CrmBulkBarFrame,\n  CrmBulkValueDialog,\n  countNoun,\n} from './crm-bulk-bar-frame'\nimport CrmExportAllButton from './crm-export-all-button'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { UNQUALIFY_REASON_MAX } from './lead-unqualify-dialog'\n\n/**\n * One row of the Leads list as the bar needs it: the document's fields,\n * the grid's key, and which document under which site a write names.\n */\nexport type LeadBulkRow = Record<string, unknown> &\n  CrmLeadFields & { $id: string; leadId: string; hostId: string }\n\nexport interface LeadsBulkBarProps {\n  rows: readonly LeadBulkRow[]\n  selected: readonly string[]\n  onSelectedChange: (ids: string[]) => void\n  /** The section's roster — already read for the Owner column. */\n  roster: OrgMemberOptions\n  /** How the export names the owner and, at the org level, the site — the list's own. */\n  csv?: LeadCsvOptions\n  /** The organization these leads belong to; null while it is unresolved. */\n  orgId?: string | null\n  /**\n   * The site the list is read under, or `null` at the organization level\n   * where the complete export spans every site (AGL-2662).\n   */\n  hostId?: string | null\n  /**\n   * The org the shell passed, for the scope a filing entry carries\n   * (AGL-3274): Add to campaign writes one on each lead's Activity, and\n   * the entry is visible to whoever sees a record made on this site.\n   */\n  org?: Record<string, unknown> | null\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'lead', plural: 'leads' }\n\ntype PendingAction = 'owner' | 'status' | 'unqualify' | 'campaign'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n  owner: 'Set the owner',\n  status: 'Set the status',\n  unqualify: 'Unqualify',\n  campaign: 'Add to campaign',\n}\n\n/** The statuses the bar can set — the open ones; closing goes through Unqualify. */\nconst SETTABLE_STATUSES: readonly CrmLeadStatus[] = ['new', 'working']\n\n/** The label a report lists a lead under — its name, else its address. */\nconst labelOf = (lead: LeadBulkRow): string =>\n  String(lead['name'] || lead['email'] || lead.leadId)\n\nexport function LeadsBulkBar(props: LeadsBulkBarProps) {\n  if (!props.selected.length) return null\n  return <LeadsBulkBarBody {...props} />\n}\nLeadsBulkBar.displayName = 'LeadsBulkBar'\n\nfunction LeadsBulkBarBody(props: LeadsBulkBarProps) {\n  const { rows, selected, onSelectedChange, roster, csv } = props\n  const orgId = props.orgId ?? null\n  const hostId = props.hostId ?? null\n  const firestore = useFirestore()\n  const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'lead' })\n\n  const selectedRows = useMemo(() => {\n    const chosen = new Set(selected)\n    return rows.filter((row) => chosen.has(row.$id))\n  }, [rows, selected])\n\n  const [pending, setPending] = useState<PendingAction | null>(null)\n  const [value, setValue] = useState('')\n  /*\n   * The campaigns to add the selection to (AGL-3254), and the site's\n   * containers the picker offers — read only while that dialog is open.\n   * Under a site alone: a campaign belongs to one site, and at the\n   * organization level a selection spans them.\n   */\n  const [campaignIds, setCampaignIds] = useState<string[]>([])\n  const campaigns = useHostCampaigns(hostId ?? undefined, {\n    enabled: pending === 'campaign' && Boolean(hostId),\n  })\n  const logFiling = useCampaignFilingLog({ orgId, hostId, org: props.org })\n\n  // The reference a write names is the row's own site and document.\n  const writers = useMemo(() => {\n    const byId = new Map(rows.map((row) => [row.$id, row]))\n    return crmBulkWriters(firestore, (id) => {\n      const row = byId.get(id)\n      return doc(firestore, 'hosts', row?.hostId ?? '', 'leads', row?.leadId ?? id)\n    })\n  }, [firestore, rows])\n\n  const openAction = (action: PendingAction) => {\n    setValue('')\n    setCampaignIds([])\n    setPending(action)\n  }\n\n  const runPlan = useCallback(\n    (plan: CrmBulkPlan, done: (count: number) => string) =>\n      apply({\n        attempted: plan.writes.length,\n        skipped: plan.skipped,\n        job: () => runCrmBulkWrites(writers, plan.writes, (write) => write.label),\n        done,\n      }),\n    [apply, writers],\n  )\n\n  const handleApply = useCallback(async () => {\n    if (!pending) return\n    const action = pending\n    setPending(null)\n    const writes: CrmBulkWrite[] = []\n    const skipped: CrmBulkSkip[] = []\n    if (action === 'owner') {\n      for (const lead of selectedRows) {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: { ownerUid: value ? value : deleteField(), updatedAt: serverTimestamp() },\n        })\n      }\n      await runPlan(\n        { writes, skipped },\n        (count) => (value ? `Owner set on ${countNoun(count, NOUN)}` : `Owner cleared on ${countNoun(count, NOUN)}`),\n      )\n      return\n    }\n    if (action === 'campaign') {\n      // Added to what each lead carries — `arrayUnion`, the way a sequence's\n      // enroll and the import add one — never in place of it.\n      for (const lead of selectedRows) {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: { campaignIds: arrayUnion(...campaignIds), updatedAt: serverTimestamp() },\n        })\n      }\n      const outcome = await runPlan(\n        { writes, skipped },\n        (count) =>\n          `Added ${countNoun(count, NOUN)} to ${campaignIds.length === 1 ? 'the campaign' : `${campaignIds.length} campaigns`}`,\n      )\n      // What landed is written on each lead's Activity (AGL-3274): one\n      // \"Filed under\" per campaign the lead was not already in, and none\n      // for a lead the store refused — the row's own document is the\n      // membership, and the entry only records the act.\n      const refused = new Set(outcome.refused.map((entry) => entry.label))\n      const named = campaignIds.map((campaignId) => ({\n        id: campaignId,\n        name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n      }))\n      for (const lead of selectedRows) {\n        if (refused.has(labelOf(lead))) continue\n        const already = readCampaignIds(lead)\n        const filed = named.filter((campaign) => !already.includes(campaign.id))\n        if (filed.length) await logFiling({ leadId: lead.leadId }, { filed })\n      }\n      return\n    }\n    if (action === 'status') {\n      const status = value as CrmLeadStatus\n      for (const lead of selectedRows) {\n        const current = crmLeadStatus(lead)\n        if (lead.convertedContactId) {\n          skipped.push({ label: labelOf(lead), reason: 'was converted' })\n        } else if (current === status) {\n          skipped.push({\n            label: labelOf(lead),\n            reason: `already ${CRM_LEAD_STATUS_LABELS[status]}`,\n          })\n        } else {\n          writes.push({\n            id: lead.$id,\n            label: labelOf(lead),\n            kind: 'update',\n            data: {\n              status,\n              // Reopening an unqualified lead clears its reason, as the row does.\n              ...(current === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n              updatedAt: serverTimestamp(),\n            },\n          })\n        }\n      }\n      await runPlan(\n        { writes, skipped },\n        (count) => `Status set on ${countNoun(count, NOUN)}`,\n      )\n      return\n    }\n    const reason = value.trim().slice(0, UNQUALIFY_REASON_MAX)\n    for (const lead of selectedRows) {\n      if (lead.convertedContactId) {\n        skipped.push({ label: labelOf(lead), reason: 'was converted' })\n      } else if (!isCrmLeadOpen(lead)) {\n        skipped.push({ label: labelOf(lead), reason: 'is already closed' })\n      } else {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: {\n            status: 'unqualified' satisfies CrmLeadStatus,\n            unqualifiedReason: reason,\n            updatedAt: serverTimestamp(),\n          },\n        })\n      }\n    }\n    await runPlan(\n      { writes, skipped },\n      (count) => `Marked ${countNoun(count, NOUN)} unqualified`,\n    )\n  }, [pending, value, campaignIds, campaigns.options, selectedRows, runPlan, logFiling])\n\n  const handleExport = useCallback(() => {\n    downloadTextFile('leads-selected.csv', 'text/csv', leadsCsv(selectedRows, csv))\n  }, [selectedRows, csv])\n\n  const canApply =\n    pending === 'owner' ||\n    (pending === 'campaign'\n      ? campaignIds.length > 0\n      : pending === 'status'\n        ? Boolean(value)\n        : Boolean(value.trim()))\n\n  return (\n    <CrmBulkBarFrame\n      count={selected.length}\n      noun={NOUN}\n      busy={busy}\n      onClear={() => onSelectedChange([])}\n      report={report}\n      onDismissReport={dismissReport}\n      extras={\n        <CrmBulkValueDialog\n          open={pending !== null}\n          title={pending ? ACTION_TITLES[pending] : ''}\n          count={selected.length}\n          noun={NOUN}\n          busy={busy}\n          canApply={canApply}\n          applyLabel={pending === 'unqualify' ? 'Unqualify' : pending === 'campaign' ? 'Add' : undefined}\n          onClose={() => setPending(null)}\n          onApply={() => void handleApply()}\n        >\n          {pending === 'owner' ? (\n            <LeadOwnerSelect value={value} onChange={setValue} roster={roster} size=\"medium\" />\n          ) : pending === 'status' ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              helperText=\"Closing a lead goes through Unqualify, which asks why.\"\n            >\n              {SETTABLE_STATUSES.map((status) => (\n                <MenuItem key={status} value={status}>\n                  {CRM_LEAD_STATUS_LABELS[status]}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : pending === 'unqualify' ? (\n            <TextField\n              label=\"Reason\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              multiline\n              minRows={2}\n              autoFocus\n              helperText=\"One reason for every selected lead, kept on each so it can be counted later.\"\n              slotProps={{ htmlInput: { maxLength: UNQUALIFY_REASON_MAX } }}\n            />\n          ) : pending === 'campaign' ? (\n            <CampaignPicker\n              options={campaigns.options}\n              value={campaignIds}\n              onChange={setCampaignIds}\n              helperText=\"Added to the campaigns each selected lead is already in. It does not decide who a campaign mails.\"\n              empty={campaigns.ready && !campaigns.options.length}\n              emptyText=\"This site has no campaigns yet. Create one from Marketing to file leads under it.\"\n            />\n          ) : null}\n        </CrmBulkValueDialog>\n      }\n    >\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('owner')}>\n        {'Set owner'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('status')}>\n        {'Set status'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('unqualify')}>\n        {'Unqualify'}\n      </Button>\n      {hostId ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/leads-bulk-bar.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\n/**\n * The bar over the Leads table, for whatever rows are ticked (AGL-2662).\n *\n * Hand them to an owner, set their status, unqualify them with one reason,\n * or take them into a spreadsheet. Every act here is a document write and\n * nothing more — a lead's status and owner are the team's own notes on a\n * capture, with no event and no notification behind them, which is why the\n * row's inline select writes them client-direct — so the whole bar goes\n * through the shared batched runner under the same rules.\n *\n * ## A row names its own site\n *\n * A lead lives at `orgs/{orgId}/leads/{leadId}` (AGL-3275), and at the organization\n * level the selection spans sites, so the reference for a write is built\n * from the ROW rather than from a scope the bar was handed: the row knows\n * its site, the bar need not. Under a site every row names the same one.\n *\n * ## What is declined, by name\n *\n * A converted lead's status IS its conversion, stamped by the route, and\n * the bar leaves it alone under Set status and Unqualify the way the row\n * menu and the inline select do. A lead already closed is not unqualified\n * twice. A lead already at the asked status is skipped rather than rewritten\n * so \"Nothing to change\" means what it says.\n */\n\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  crmLeadStatus,\n  isCrmLeadOpen,\n  readCampaignIds,\n} from '@aglyn/aglyn'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { useFirestore, useHostCampaigns } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField } from '@mui/material'\nimport { arrayUnion, deleteField, doc, serverTimestamp } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport {\n  type CrmBulkPlan,\n  type CrmBulkSkip,\n  type CrmBulkWrite,\n  crmBulkWriters,\n  runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport { type LeadCsvOptions, leadsCsv } from '../model/leads-csv'\nimport {\n  type CrmBulkNoun,\n  CrmBulkBarFrame,\n  CrmBulkValueDialog,\n  countNoun,\n} from './crm-bulk-bar-frame'\nimport CrmExportAllButton from './crm-export-all-button'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { UNQUALIFY_REASON_MAX } from './lead-unqualify-dialog'\n\n/**\n * One row of the Leads list as the bar needs it: the document's fields,\n * the grid's key, and which document under which site a write names.\n */\nexport type LeadBulkRow = Record<string, unknown> &\n  CrmLeadFields & { $id: string; leadId: string }\n\nexport interface LeadsBulkBarProps {\n  rows: readonly LeadBulkRow[]\n  selected: readonly string[]\n  onSelectedChange: (ids: string[]) => void\n  /** The section's roster — already read for the Owner column. */\n  roster: OrgMemberOptions\n  /** How the export names the owner and, at the org level, the site — the list's own. */\n  csv?: LeadCsvOptions\n  /** The organization these leads belong to; null while it is unresolved. */\n  orgId?: string | null\n  /**\n   * The site the list is read under, or `null` at the organization level\n   * where the complete export spans every site (AGL-2662).\n   */\n  hostId?: string | null\n  /**\n   * The org the shell passed, for the scope a filing entry carries\n   * (AGL-3274): Add to campaign writes one on each lead's Activity, and\n   * the entry is visible to whoever sees a record made on this site.\n   */\n  org?: Record<string, unknown> | null\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'lead', plural: 'leads' }\n\ntype PendingAction = 'owner' | 'status' | 'unqualify' | 'campaign'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n  owner: 'Set the owner',\n  status: 'Set the status',\n  unqualify: 'Unqualify',\n  campaign: 'Add to campaign',\n}\n\n/** The statuses the bar can set — the open ones; closing goes through Unqualify. */\nconst SETTABLE_STATUSES: readonly CrmLeadStatus[] = ['new', 'working']\n\n/** The label a report lists a lead under — its name, else its address. */\nconst labelOf = (lead: LeadBulkRow): string =>\n  String(lead['name'] || lead['email'] || lead.leadId)\n\nexport function LeadsBulkBar(props: LeadsBulkBarProps) {\n  if (!props.selected.length) return null\n  return <LeadsBulkBarBody {...props} />\n}\nLeadsBulkBar.displayName = 'LeadsBulkBar'\n\nfunction LeadsBulkBarBody(props: LeadsBulkBarProps) {\n  const { rows, selected, onSelectedChange, roster, csv } = props\n  const orgId = props.orgId ?? null\n  const hostId = props.hostId ?? null\n  const firestore = useFirestore()\n  const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'lead' })\n\n  const selectedRows = useMemo(() => {\n    const chosen = new Set(selected)\n    return rows.filter((row) => chosen.has(row.$id))\n  }, [rows, selected])\n\n  const [pending, setPending] = useState<PendingAction | null>(null)\n  const [value, setValue] = useState('')\n  /*\n   * The campaigns to add the selection to (AGL-3254), and the site's\n   * containers the picker offers — read only while that dialog is open.\n   * Under a site alone: a campaign belongs to one site, and at the\n   * organization level a selection spans them.\n   */\n  const [campaignIds, setCampaignIds] = useState<string[]>([])\n  const campaigns = useHostCampaigns(hostId ?? undefined, {\n    enabled: pending === 'campaign' && Boolean(hostId),\n  })\n  const logFiling = useCampaignFilingLog({ orgId, hostId, org: props.org })\n\n  // The reference a write names is the row's own site and document.\n  const writers = useMemo(() => {\n    const byId = new Map(rows.map((row) => [row.$id, row]))\n    return crmBulkWriters(firestore, (id) => {\n      const row = byId.get(id)\n      // One org collection (AGL-3275): the row no longer names a site, and\n      // the bulk write addresses the same document at either level.\n      // `orgs//leads` is a path Firestore accepts the shape of and nothing\n      // owns, so an absent org refuses the write rather than composing one.\n      if (!orgId) throw new Error('[crm] a lead write needs an organization')\n      return doc(firestore, 'orgs', orgId, 'leads', row?.leadId ?? id)\n    })\n  }, [firestore, rows])\n\n  const openAction = (action: PendingAction) => {\n    setValue('')\n    setCampaignIds([])\n    setPending(action)\n  }\n\n  const runPlan = useCallback(\n    (plan: CrmBulkPlan, done: (count: number) => string) =>\n      apply({\n        attempted: plan.writes.length,\n        skipped: plan.skipped,\n        job: () => runCrmBulkWrites(writers, plan.writes, (write) => write.label),\n        done,\n      }),\n    [apply, writers],\n  )\n\n  const handleApply = useCallback(async () => {\n    if (!pending) return\n    const action = pending\n    setPending(null)\n    const writes: CrmBulkWrite[] = []\n    const skipped: CrmBulkSkip[] = []\n    if (action === 'owner') {\n      for (const lead of selectedRows) {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: { ownerUid: value ? value : deleteField(), updatedAt: serverTimestamp() },\n        })\n      }\n      await runPlan(\n        { writes, skipped },\n        (count) => (value ? `Owner set on ${countNoun(count, NOUN)}` : `Owner cleared on ${countNoun(count, NOUN)}`),\n      )\n      return\n    }\n    if (action === 'campaign') {\n      // Added to what each lead carries — `arrayUnion`, the way a sequence's\n      // enroll and the import add one — never in place of it.\n      for (const lead of selectedRows) {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: { campaignIds: arrayUnion(...campaignIds), updatedAt: serverTimestamp() },\n        })\n      }\n      const outcome = await runPlan(\n        { writes, skipped },\n        (count) =>\n          `Added ${countNoun(count, NOUN)} to ${campaignIds.length === 1 ? 'the campaign' : `${campaignIds.length} campaigns`}`,\n      )\n      // What landed is written on each lead's Activity (AGL-3274): one\n      // \"Filed under\" per campaign the lead was not already in, and none\n      // for a lead the store refused — the row's own document is the\n      // membership, and the entry only records the act.\n      const refused = new Set(outcome.refused.map((entry) => entry.label))\n      const named = campaignIds.map((campaignId) => ({\n        id: campaignId,\n        name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n      }))\n      for (const lead of selectedRows) {\n        if (refused.has(labelOf(lead))) continue\n        const already = readCampaignIds(lead)\n        const filed = named.filter((campaign) => !already.includes(campaign.id))\n        if (filed.length) await logFiling({ leadId: lead.leadId }, { filed })\n      }\n      return\n    }\n    if (action === 'status') {\n      const status = value as CrmLeadStatus\n      for (const lead of selectedRows) {\n        const current = crmLeadStatus(lead)\n        if (lead.convertedContactId) {\n          skipped.push({ label: labelOf(lead), reason: 'was converted' })\n        } else if (current === status) {\n          skipped.push({\n            label: labelOf(lead),\n            reason: `already ${CRM_LEAD_STATUS_LABELS[status]}`,\n          })\n        } else {\n          writes.push({\n            id: lead.$id,\n            label: labelOf(lead),\n            kind: 'update',\n            data: {\n              status,\n              // Reopening an unqualified lead clears its reason, as the row does.\n              ...(current === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n              updatedAt: serverTimestamp(),\n            },\n          })\n        }\n      }\n      await runPlan(\n        { writes, skipped },\n        (count) => `Status set on ${countNoun(count, NOUN)}`,\n      )\n      return\n    }\n    const reason = value.trim().slice(0, UNQUALIFY_REASON_MAX)\n    for (const lead of selectedRows) {\n      if (lead.convertedContactId) {\n        skipped.push({ label: labelOf(lead), reason: 'was converted' })\n      } else if (!isCrmLeadOpen(lead)) {\n        skipped.push({ label: labelOf(lead), reason: 'is already closed' })\n      } else {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: {\n            status: 'unqualified' satisfies CrmLeadStatus,\n            unqualifiedReason: reason,\n            updatedAt: serverTimestamp(),\n          },\n        })\n      }\n    }\n    await runPlan(\n      { writes, skipped },\n      (count) => `Marked ${countNoun(count, NOUN)} unqualified`,\n    )\n  }, [pending, value, campaignIds, campaigns.options, selectedRows, runPlan, logFiling])\n\n  const handleExport = useCallback(() => {\n    downloadTextFile('leads-selected.csv', 'text/csv', leadsCsv(selectedRows, csv))\n  }, [selectedRows, csv])\n\n  const canApply =\n    pending === 'owner' ||\n    (pending === 'campaign'\n      ? campaignIds.length > 0\n      : pending === 'status'\n        ? Boolean(value)\n        : Boolean(value.trim()))\n\n  return (\n    <CrmBulkBarFrame\n      count={selected.length}\n      noun={NOUN}\n      busy={busy}\n      onClear={() => onSelectedChange([])}\n      report={report}\n      onDismissReport={dismissReport}\n      extras={\n        <CrmBulkValueDialog\n          open={pending !== null}\n          title={pending ? ACTION_TITLES[pending] : ''}\n          count={selected.length}\n          noun={NOUN}\n          busy={busy}\n          canApply={canApply}\n          applyLabel={pending === 'unqualify' ? 'Unqualify' : pending === 'campaign' ? 'Add' : undefined}\n          onClose={() => setPending(null)}\n          onApply={() => void handleApply()}\n        >\n          {pending === 'owner' ? (\n            <LeadOwnerSelect value={value} onChange={setValue} roster={roster} size=\"medium\" />\n          ) : pending === 'status' ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              helperText=\"Closing a lead goes through Unqualify, which asks why.\"\n            >\n              {SETTABLE_STATUSES.map((status) => (\n                <MenuItem key={status} value={status}>\n                  {CRM_LEAD_STATUS_LABELS[status]}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : pending === 'unqualify' ? (\n            <TextField\n              label=\"Reason\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              multiline\n              minRows={2}\n              autoFocus\n              helperText=\"One reason for every selected lead, kept on each so it can be counted later.\"\n              slotProps={{ htmlInput: { maxLength: UNQUALIFY_REASON_MAX } }}\n            />\n          ) : pending === 'campaign' ? (\n            <CampaignPicker\n              options={campaigns.options}\n              value={campaignIds}\n              onChange={setCampaignIds}\n              helperText=\"Added to the campaigns each selected lead is already in. It does not decide who a campaign mails.\"\n              empty={campaigns.ready && !campaigns.options.length}\n              emptyText=\"This site has no campaigns yet. Create one from Marketing to file leads under it.\"\n            />\n          ) : null}\n        </CrmBulkValueDialog>\n      }\n    >\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('owner')}>\n        {'Set owner'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('status')}>\n        {'Set status'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('unqualify')}>\n        {'Unqualify'}\n      </Button>\n      {hostId ? (\n        <Button size=\"small\" disabled={busy} onClick={() => openAction('campaign')}>\n          {'Add to campaign'}\n        </Button>\n      ) : null}\n      <Button size=\"small\" disabled={busy} onClick={handleExport}>\n        {'Export CSV'}\n      </Button>\n      {/*\n        The selection's file is the rows on screen; this one is the whole\n        collection, streamed by the server (AGL-2662).\n      */}\n      <CrmExportAllButton\n        resource=\"leads\"\n        orgId={orgId}\n        hostId={hostId}\n        disabled={busy}\n      />\n    </CrmBulkBarFrame>\n  )\n}\nLeadsBulkBarBody.displayName = 'LeadsBulkBarBody'\n\nexport default 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package/src/lib/components/leads-section.d.ts

@@ -5,16 +5,16 @@ import type { ConsolePluginPageProps } from '@aglyn/aglyn';
  * A section of its own, the way Salesforce keeps Leads apart from Contacts:
  * a lead is a capture — a form, a booking, a sign-up — that somebody has
  * still to work, and it converts into a contact, a company and a deal when
- * it is real. Reads `hosts/{hostId}/leads`, host-scoped by path, so there is
- * no `visibleTo` filter; the Firestore rules admit any member of the site to
- * read it and an admin, editor or author to update it, which is what makes
- * the inline status and owner changes client-direct writes.
+ * it is real. Reads `orgs/{orgId}/leads` narrowed by `visibleTo` to the sites
+ * this viewer may see (AGL-3275) — the same collection and the same clause at
+ * both levels, which is what lets ONE listener serve a section that used to
+ * open one per site.
  *
- * At the ORGANIZATION level (AGL-2630) there is no one site to read: the
- * section opens the same query under every site the org has (`useOrgLeads`)
- * and lists the merged window with a Site column, every row naming the site
- * its writes and its link go to. The per-site notes — which of a site's
- * forms file a lead — belong to a site's own hub and are not drawn here.
+ * Under a site the clause names that site; at the ORGANIZATION level an
+ * org-wide member reads without one, since the rules short-circuit on
+ * `isOrgWideMember()` and a clause would only narrow what they may already
+ * read. The per-site notes — which of a site's forms file a lead — belong to
+ * a site's own hub and are not drawn here.
  */
 export declare function CrmLeadsSection(props: ConsolePluginPageProps): import("react").JSX.Element;
 export declare namespace CrmLeadsSection {