@aglyn/plugins-crm 1.0.0-beta.166 → 1.0.0-beta.168

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  pluginDocsHelp,\n  type CrmLeadFields,\n  normalizeContactEmail,\n  readErasureRequestedAtMs,\n} from '@aglyn/aglyn'\nimport {\n  useFirestore,\n  useFirestoreDoc,\n  useHostCampaigns,\n  useOrgDataScope,\n} from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { useErasePersonAction } from './erase-person-action'\nimport { LeadCampaignsCard, leadCampaignNames } from './lead-campaigns-card'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport { LeadHistoryCard } from './lead-history-card'\nimport { LeadPropertiesCard } from './lead-properties-card'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport { RecordActivityCard } from './record-activity-card'\n\ntype LeadDocument = Record<string, unknown> & CrmLeadFields\n\n/**\n * `/crm/leads/{leadId}` — one lead (AGL-2608).\n *\n * The record behind a row of the Leads section: what the person did on the\n * site, who is working them, and the conversion that turns them into a\n * contact, a company and a deal. One document listen — `hosts/{hostId}/leads`\n * is host-scoped by path, so there is no `visibleTo` to filter — and one\n * roster request for the owner picker; the convert dialog's reads open only\n * when it does.\n */\nexport function LeadDetailPage(props: CrmDetailPageProps) {\n  const { id, hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const routes = crmRoutes(basePath)\n  const {\n    data: lead,\n    status,\n    fromCache,\n  } = useFirestoreDoc<LeadDocument>(\n    () => doc(firestore, 'orgs', orgId, 'leads', id),\n    [firestore, hostId, id],\n  )\n  const { orgId } = useOrgDataScope({ hostId })\n  const roster = useOrgMemberOptions(orgId)\n  /*\n   * The site's campaigns, read once for the page (AGL-3274): the header\n   * names the ones the lead is filed under and the Campaigns card offers\n   * them. One listener, not one per surface — a lead belongs to one site,\n   * so the containers are that site's.\n   */\n  const campaigns = useHostCampaigns(hostId, { enabled: true })\n  // A saved filing is written on the lead's Activity too (AGL-3274), one\n  // entry per campaign added or removed, by the member who saved it.\n  const logFiling = useCampaignFilingLog({\n    orgId,\n    hostId,\n    org: org as Record<string, unknown> | undefined,\n  })\n  const [converting, setConverting] = useState(false)\n  const [unqualifying, setUnqualifying] = useState(false)\n  // The privacy erasure (AGL-2623), offered from the lead as from the\n  // contact: the same request, filed by the lead's address.\n  const leadEmail = lead ? normalizeContactEmail(lead['email']) : null\n  const erase = useErasePersonAction({\n    hostId,\n    orgId,\n    subject: lead && leadEmail ? { kind: 'lead', id, email: leadEmail } : null,\n    requestedAtMs: readErasureRequestedAtMs(lead),\n  })\n\n  const label = lead ? String(lead['name'] || lead['email'] || id) : undefined\n\n  if (status === 'error' || (status === 'success' && !lead)) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n      >\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {status === 'error'\n            ? 'This lead could not be read.'\n            : 'This lead no longer exists — it may have been removed from the Inbox.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n  if (!lead) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        loading\n      />\n    )\n  }\n\n  return (\n    <>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the history card under it says what\n          it holds rather than repeating the name. */}\n      <Stack spacing={3}>\n        <LeadPropertiesCard\n          hostId={hostId}\n          orgId={orgId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          basePath={basePath}\n          roster={roster}\n          onConvert={() => setConverting(true)}\n          onUnqualify={() => setUnqualifying(true)}\n          extraMenuItems={erase.menuItems}\n          banner={erase.banner}\n          erasurePending={erase.pendingSinceMs !== null}\n          org={org}\n          // The campaigns the lead is filed under (AGL-3274), by name\n          // beside the status. An id no container answers for draws no\n          // chip: the card below keeps it, the header only names.\n          extraChips={leadCampaignNames(lead, campaigns.options).map((name) => (\n            <CrmRecordChip key={name} label=\"Campaign\" value={name} />\n          ))}\n        />\n        {/* What an assistant says about where the lead stands (AGL-2917): read on its own site. */}\n        <CrmRecordInsightsZone\n          hostId={hostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"lead\"\n          recordId={id}\n          name={label ?? ''}\n        />\n        <LeadCampaignsCard\n          hostId={hostId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          options={campaigns.options}\n          optionsReady={campaigns.ready}\n          onFiled={({ added, removed }) => {\n            const named = (ids: string[]) =>\n              ids.map((campaignId) => ({\n                id: campaignId,\n                name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n              }))\n            void logFiling({ leadId: id }, { filed: named(added), removed: named(removed) })\n          }}\n        />\n        <LeadHistoryCard hostId={hostId} leadId={id} lead={lead} />\n        <RecordActivityCard hostId={hostId} org={org} leadId={id} />\n      </Stack>\n      <LeadConvertDialog\n        open={converting}\n        onClose={() => setConverting(false)}\n        hostId={hostId}\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={id}\n        lead={lead}\n        basePath={basePath}\n        roster={roster}\n      />\n      <LeadUnqualifyDialog\n        open={unqualifying}\n        onClose={() => setUnqualifying(false)}\n        hostId={hostId}\n        leadId={id}\n        leadLabel={label ?? id}\n      />\n      {erase.dialog}\n    </>\n  )\n}\nLeadDetailPage.displayName = 'LeadDetailPage'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  pluginDocsHelp,\n  type CrmLeadFields,\n  normalizeContactEmail,\n  readErasureRequestedAtMs,\n} from '@aglyn/aglyn'\nimport {\n  useFirestore,\n  useFirestoreDoc,\n  useHostCampaigns,\n  useOrgDataScope,\n} from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { useErasePersonAction } from './erase-person-action'\nimport { LeadCampaignsCard, leadCampaignNames } from './lead-campaigns-card'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport { LeadHistoryCard } from './lead-history-card'\nimport { LeadPropertiesCard } from './lead-properties-card'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport { RecordActivityCard } from './record-activity-card'\n\ntype LeadDocument = Record<string, unknown> & CrmLeadFields\n\n/**\n * `/crm/leads/{leadId}` — one lead (AGL-2608).\n *\n * The record behind a row of the Leads section: what the person did on the\n * site, who is working them, and the conversion that turns them into a\n * contact, a company and a deal. One document listen — `hosts/{hostId}/leads`\n * is host-scoped by path, so there is no `visibleTo` to filter — and one\n * roster request for the owner picker; the convert dialog's reads open only\n * when it does.\n */\nexport function LeadDetailPage(props: CrmDetailPageProps) {\n  const { id, hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const routes = crmRoutes(basePath)\n  /*\n   * Resolved BEFORE the read that needs it (AGL-3275). A lead is an org row\n   * now, so the org has to be known to address one — and `orgId` is null\n   * while the host-index lookup settles. Handing that null to `doc()` is a\n   * thrown `TypeError`, which the page renders as a 500 rather than as a\n   * record still loading.\n   */\n  const { orgId } = useOrgDataScope({ hostId })\n  const {\n    data: lead,\n    status,\n    fromCache,\n  } = useFirestoreDoc<LeadDocument>(\n    () => (orgId ? doc(firestore, 'orgs', orgId, 'leads', id) : null),\n    [firestore, orgId, id],\n  )\n  const roster = useOrgMemberOptions(orgId)\n  /*\n   * The site's campaigns, read once for the page (AGL-3274): the header\n   * names the ones the lead is filed under and the Campaigns card offers\n   * them. One listener, not one per surface — a lead belongs to one site,\n   * so the containers are that site's.\n   */\n  const campaigns = useHostCampaigns(hostId, { enabled: true })\n  // A saved filing is written on the lead's Activity too (AGL-3274), one\n  // entry per campaign added or removed, by the member who saved it.\n  const logFiling = useCampaignFilingLog({\n    orgId,\n    hostId,\n    org: org as Record<string, unknown> | undefined,\n  })\n  const [converting, setConverting] = useState(false)\n  const [unqualifying, setUnqualifying] = useState(false)\n  // The privacy erasure (AGL-2623), offered from the lead as from the\n  // contact: the same request, filed by the lead's address.\n  const leadEmail = lead ? normalizeContactEmail(lead['email']) : null\n  const erase = useErasePersonAction({\n    hostId,\n    orgId,\n    subject: lead && leadEmail ? { kind: 'lead', id, email: leadEmail } : null,\n    requestedAtMs: readErasureRequestedAtMs(lead),\n  })\n\n  const label = lead ? String(lead['name'] || lead['email'] || id) : undefined\n\n  if (status === 'error' || (status === 'success' && !lead)) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n      >\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {status === 'error'\n            ? 'This lead could not be read.'\n            : 'This lead no longer exists — it may have been removed from the Inbox.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n  if (!lead) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        loading\n      />\n    )\n  }\n\n  return (\n    <>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the history card under it says what\n          it holds rather than repeating the name. */}\n      <Stack spacing={3}>\n        <LeadPropertiesCard\n          hostId={hostId}\n          orgId={orgId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          basePath={basePath}\n          roster={roster}\n          onConvert={() => setConverting(true)}\n          onUnqualify={() => setUnqualifying(true)}\n          extraMenuItems={erase.menuItems}\n          banner={erase.banner}\n          erasurePending={erase.pendingSinceMs !== null}\n          org={org}\n          // The campaigns the lead is filed under (AGL-3274), by name\n          // beside the status. An id no container answers for draws no\n          // chip: the card below keeps it, the header only names.\n          extraChips={leadCampaignNames(lead, campaigns.options).map((name) => (\n            <CrmRecordChip key={name} label=\"Campaign\" value={name} />\n          ))}\n        />\n        {/* What an assistant says about where the lead stands (AGL-2917): read on its own site. */}\n        <CrmRecordInsightsZone\n          hostId={hostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"lead\"\n          recordId={id}\n          name={label ?? ''}\n        />\n        <LeadCampaignsCard\n          hostId={hostId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          options={campaigns.options}\n          optionsReady={campaigns.ready}\n          onFiled={({ added, removed }) => {\n            const named = (ids: string[]) =>\n              ids.map((campaignId) => ({\n                id: campaignId,\n                name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n              }))\n            void logFiling({ leadId: id }, { filed: named(added), removed: named(removed) })\n          }}\n        />\n        <LeadHistoryCard hostId={hostId} leadId={id} lead={lead} />\n        <RecordActivityCard hostId={hostId} org={org} leadId={id} />\n      </Stack>\n      <LeadConvertDialog\n        open={converting}\n        onClose={() => setConverting(false)}\n        hostId={hostId}\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={id}\n        lead={lead}\n        basePath={basePath}\n        roster={roster}\n      />\n      <LeadUnqualifyDialog\n        open={unqualifying}\n        onClose={() => setUnqualifying(false)}\n        hostId={hostId}\n        leadId={id}\n        leadLabel={label ?? id}\n      />\n      {erase.dialog}\n    </>\n  )\n}\nLeadDetailPage.displayName = 'LeadDetailPage'\n\nexport default LeadDetailPage\n"],"names":["pluginDocsHelp","normalizeContactEmail","readErasureRequestedAtMs","useFirestore","useFirestoreDoc","useHostCampaigns","useOrgDataScope","Stack","Typography","doc","useState","useCampaignFilingLog","useOrgMemberOptions","crmRoutes","CrmRecordChip","CrmRecordHeader","CrmRecordInsightsZone","useErasePersonAction","LeadCampaignsCard","leadCampaignNames","LeadConvertDialog","LeadHistoryCard","LeadPropertiesCard","LeadUnqualifyDialog","RecordActivityCard","LeadDetailPage","props","id","hostId","org","basePath","firestore","routes","orgId","data","lead","status","fromCache","roster","campaigns","enabled","logFiling","converting","setConverting","unqualifying","setUnqualifying","leadEmail","erase","subject","kind","email","requestedAtMs","label","String","undefined","title","help","anchor","backHref","section","backLabel","variant","color","loading","spacing","leadId","leadStatus","onConvert","onUnqualify","extraMenuItems","menuItems","banner","erasurePending","pendingSinceMs","extraChips","options","map","name","value","recordId","optionsReady","ready","onFiled","added","removed","named","ids","campaignId","find","option","filed","open","onClose","leadLabel","dialog","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,cAAc,EAEdC,qBAAqB,EACrBC,wBAAwB,QACnB,eAAc;AACrB,SACEC,YAAY,EACZC,eAAe,EACfC,gBAAgB,EAChBC,eAAe,QACV,iCAAgC;AACvC,SAASC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACjD,SAASC,GAAG,QAAQ,qBAAoB;AACxC,SAASC,QAAQ,QAAQ,QAAO;AAChC,SAASC,oBAAoB,QAAQ,sCAAkC;AACvE,SAASC,mBAAmB,QAAQ,qCAAiC;AACrE,SAAkCC,SAAS,QAAQ,yBAAqB;AACxE,SAASC,aAAa,EAAEC,eAAe,QAAQ,yBAAqB;AACpE,SAASC,qBAAqB,QAAQ,gCAA4B;AAClE,SAASC,oBAAoB,QAAQ,2BAAuB;AAC5D,SAASC,iBAAiB,EAAEC,iBAAiB,QAAQ,2BAAuB;AAC5E,SAASC,iBAAiB,QAAQ,2BAAuB;AACzD,SAASC,eAAe,QAAQ,yBAAqB;AACrD,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,SAASC,mBAAmB,QAAQ,6BAAyB;AAC7D,SAASC,kBAAkB,QAAQ,4BAAwB;AAI3D;;;;;;;;;CASC,GACD,OAAO,SAASC,eAAeC,KAAyB;IACtD,MAAM,EAAEC,EAAE,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQ,EAAE,GAAGJ;IACtC,MAAMK,YAAY5B;IAClB,MAAM6B,SAASnB,UAAUiB;IACzB;;;;;;GAMC,GACD,MAAM,EAAEG,KAAK,EAAE,GAAG3B,gBAAgB;QAAEsB;IAAO;IAC3C,MAAM,EACJM,MAAMC,IAAI,EACVC,MAAM,EACNC,SAAS,EACV,GAAGjC,gBACF,IAAO6B,QAAQxB,IAAIsB,WAAW,QAAQE,OAAO,SAASN,MAAM,MAC5D;QAACI;QAAWE;QAAON;KAAG;IAExB,MAAMW,SAAS1B,oBAAoBqB;IACnC;;;;;GAKC,GACD,MAAMM,YAAYlC,iBAAiBuB,QAAQ;QAAEY,SAAS;IAAK;IAC3D,uEAAuE;IACvE,mEAAmE;IACnE,MAAMC,YAAY9B,qBAAqB;QACrCsB;QACAL;QACAC,KAAKA;IACP;IACA,MAAM,CAACa,YAAYC,cAAc,GAAGjC,SAAS;IAC7C,MAAM,CAACkC,cAAcC,gBAAgB,GAAGnC,SAAS;IACjD,oEAAoE;IACpE,0DAA0D;IAC1D,MAAMoC,YAAYX,OAAOlC,sBAAsBkC,IAAI,CAAC,QAAQ,IAAI;IAChE,MAAMY,QAAQ9B,qBAAqB;QACjCW;QACAK;QACAe,SAASb,QAAQW,YAAY;YAAEG,MAAM;YAAQtB;YAAIuB,OAAOJ;QAAU,IAAI;QACtEK,eAAejD,yBAAyBiC;IAC1C;IAEA,MAAMiB,QAAQjB,OAAOkB,OAAOlB,IAAI,CAAC,OAAO,IAAIA,IAAI,CAAC,QAAQ,IAAIR,MAAM2B;IAEnE,IAAIlB,WAAW,WAAYA,WAAW,aAAa,CAACD,MAAO;QACzD,qBACE,KAACpB;YACCkC,MAAK;YACLM,OAAOD;YACPE,MAAMxD,eAAe,YAAY;gBAAEyD,QAAQ;YAAgB;YAC3DC,UAAU1B,OAAO2B,OAAO,CAAC;YACzBC,WAAU;sBAEV,cAAA,KAACpD;gBAAWqD,SAAQ;gBAAQC,OAAM;0BAC/B1B,WAAW,UACR,iCACA;;;IAIZ;IACA,IAAI,CAACD,MAAM;QACT,qBACE,KAACpB;YACCkC,MAAK;YACLM,OAAOD;YACPE,MAAMxD,eAAe,YAAY;gBAAEyD,QAAQ;YAAgB;YAC3DC,UAAU1B,OAAO2B,OAAO,CAAC;YACzBC,WAAU;YACVG,OAAO;;IAGb;IAEA,qBACE;;0BAIE,MAACxD;gBAAMyD,SAAS;;kCACd,KAAC1C;wBACCM,QAAQA;wBACRK,OAAOA;wBACPgC,QAAQtC;wBACRQ,MAAMA;wBACN+B,YAAY9B;wBACZC,WAAWA;wBACXP,UAAUA;wBACVQ,QAAQA;wBACR6B,WAAW,IAAMxB,cAAc;wBAC/ByB,aAAa,IAAMvB,gBAAgB;wBACnCwB,gBAAgBtB,MAAMuB,SAAS;wBAC/BC,QAAQxB,MAAMwB,MAAM;wBACpBC,gBAAgBzB,MAAM0B,cAAc,KAAK;wBACzC5C,KAAKA;wBACL,4DAA4D;wBAC5D,6DAA6D;wBAC7D,wDAAwD;wBACxD6C,YAAYvD,kBAAkBgB,MAAMI,UAAUoC,OAAO,EAAEC,GAAG,CAAC,CAACC,qBAC1D,KAAC/D;gCAAyBsC,OAAM;gCAAW0B,OAAOD;+BAA9BA;;kCAIxB,KAAC7D;wBACCY,QAAQA;wBACRC,KAAKA;wBACLoB,MAAK;wBACL8B,UAAUpD;wBACVkD,IAAI,EAAEzB,gBAAAA,QAAS;;kCAEjB,KAAClC;wBACCU,QAAQA;wBACRqC,QAAQtC;wBACRQ,MAAMA;wBACN+B,YAAY9B;wBACZC,WAAWA;wBACXsC,SAASpC,UAAUoC,OAAO;wBAC1BK,cAAczC,UAAU0C,KAAK;wBAC7BC,SAAS,CAAC,EAAEC,KAAK,EAAEC,OAAO,EAAE;4BAC1B,MAAMC,QAAQ,CAACC,MACbA,IAAIV,GAAG,CAAC,CAACW;;wCAEDhD;2CAFiB;wCACvBZ,IAAI4D;wCACJV,IAAI,WAAEtC,0BAAAA,UAAUoC,OAAO,CAACa,IAAI,CAAC,CAACC,SAAWA,OAAOX,KAAK,KAAKS,gCAApDhD,wBAAiEa,KAAK,mBAAI;oCAClF;;4BACF,KAAKX,UAAU;gCAAEwB,QAAQtC;4BAAG,GAAG;gCAAE+D,OAAOL,MAAMF;gCAAQC,SAASC,MAAMD;4BAAS;wBAChF;;kCAEF,KAAC/D;wBAAgBO,QAAQA;wBAAQqC,QAAQtC;wBAAIQ,MAAMA;;kCACnD,KAACX;wBAAmBI,QAAQA;wBAAQC,KAAKA;wBAAKoC,QAAQtC;;;;0BAExD,KAACP;gBACCuE,MAAMjD;gBACNkD,SAAS,IAAMjD,cAAc;gBAC7Bf,QAAQA;gBACRK,OAAOA;gBACPJ,KAAKA;gBACLoC,QAAQtC;gBACRQ,MAAMA;gBACNL,UAAUA;gBACVQ,QAAQA;;0BAEV,KAACf;gBACCoE,MAAM/C;gBACNgD,SAAS,IAAM/C,gBAAgB;gBAC/BjB,QAAQA;gBACRqC,QAAQtC;gBACRkE,SAAS,EAAEzC,gBAAAA,QAASzB;;YAErBoB,MAAM+C,MAAM;;;AAGnB;AACArE,eAAesE,WAAW,GAAG;AAE7B,eAAetE,eAAc"}

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

@@ -97,7 +97,12 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
     const firestore = useFirestore();
     const { enqueueSnackbar } = useSnackbar();
     const routes = crmRoutes(basePath);
-    const ref = doc(firestore, 'orgs', orgId, 'leads', leadId);
+    /*
+   * Built at USE, not at render (AGL-3275). A lead is an org row, so the org
+   * has to be known to address one — and `orgId` is null while the lookup
+   * settles. Composing a ref from that null throws during render, which the
+   * page shows as a 500 rather than as a card still loading.
+   */ const refFor = ()=>orgId ? doc(firestore, 'orgs', orgId, 'leads', leadId) : null;
     const status = Aglyn.crmLeadStatus(lead);
     const converted = Boolean(lead.convertedContactId);
     const open = Aglyn.isCrmLeadOpen(lead) && !converted;
@@ -168,6 +173,14 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
     ]);
     const write = async (fields, done)=>{
         try {
+            const ref = refFor();
+            if (!ref) {
+                enqueueSnackbar('Still loading this workspace — try again in a moment.', {
+                    variant: 'warning',
+                    persist: false
+                });
+                return;
+            }
             await updateDoc(ref, _extends({}, fields, {
                 updatedAt: serverTimestamp()
             }));

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, '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 ? 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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 || 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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  /*\n   * Built at USE, not at render (AGL-3275). A lead is an org row, so the org\n   * has to be known to address one — and `orgId` is null while the lookup\n   * settles. Composing a ref from that null throws during render, which the\n   * page shows as a 500 rather than as a card still loading.\n   */\n  const refFor = () => (orgId ? doc(firestore, 'orgs', orgId, 'leads', leadId) : null)\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      const ref = refFor()\n      if (!ref) {\n        enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n          variant: 'warning',\n          persist: false,\n        })\n        return\n      }\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

@@ -51,6 +51,13 @@ const REASON_MAX = UNQUALIFY_REASON_MAX;
     const submit = async ()=>{
         const trimmed = reason.trim();
         if (!trimmed) return;
+        if (!orgId) {
+            enqueueSnackbar('Still loading this workspace — try again in a moment.', {
+                variant: 'warning',
+                persist: false
+            });
+            return;
+        }
         setBusy(true);
         try {
             const fields = {

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'\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"}
+{"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    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\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","variant","persist","fields","status","unqualifiedReason","slice","updatedAt","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;QACd,IAAI,CAACR,OAAO;YACVE,gBAAgB,yDAAyD;gBACvEQ,SAAS;gBACTC,SAAS;YACX;YACA;QACF;QACAL,QAAQ;QACR,IAAI;YACF,MAAMM,SAAwE;gBAC5EC,QAAQ;gBACRC,mBAAmBN,QAAQO,KAAK,CAAC,GAAGvB;YACtC;YACA,MAAML,UAAUF,IAAIgB,WAAW,QAAQD,OAAO,SAASF,SAAS,aAC3Dc;gBACHI,WAAW9B;;YAEbgB,gBAAgB,2BAA2B;gBAAEQ,SAAS;gBAAWC,SAAS;YAAM;YAChFf;QACF,EAAE,OAAOqB,OAAO;YACdf,gBACEe,iBAAiBC,QAAQD,MAAME,OAAO,GAAG,kCACzC;gBAAET,SAAS;YAAQ;QAEvB,SAAU;YACRJ,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;wBACCgC,SAAQ;wBACR2B,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-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 {

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

@@ -25,6 +25,7 @@ import { useOrgMemberOptions } from "../hooks/use-org-member-options.js";
 import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
 import { useCrmSavedView } from "../hooks/use-crm-saved-view.js";
 import { useCrmScope } from "../hooks/use-crm-scope.js";
+import { scopeTokensForHost } from "@aglyn/aglyn/app-utils/scope-tokens";
 import { useContactFieldDefinitions } from "../hooks/use-contact-field-definitions.js";
 import { customFieldColumns } from "./contact-custom-columns.js";
 import { useCrmViewGrid } from "../hooks/use-crm-view-grid.js";
@@ -37,7 +38,7 @@ import EmptyStateComponent from "@aglyn/shared-ui-jsx/components/empty-state.com
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore, useFirestoreCollection, useHostCampaigns } from "@aglyn/tenant-feature-instance";
 import { Alert, Box, Button, Dialog, DialogActions, DialogContent, DialogTitle, FormControl, InputAdornment, InputLabel, MenuItem, Select, Stack, TextField, Typography } from "@mui/material";
-import { collection, deleteField, doc, limit, orderBy, query, serverTimestamp, updateDoc } from "firebase/firestore";
+import { collection, deleteField, doc, limit, orderBy, query, serverTimestamp, updateDoc, where } from "firebase/firestore";
 import { useRouter } from "next/navigation";
 import { useCallback, useEffect, useId, useMemo, useState } from "react";
 import { downloadTextFile } from "../model/contacts-csv.js";
@@ -85,16 +86,16 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
  * 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 function CrmLeadsSection(props) {
     var _ref, _converting_capturedByHostIds_, _ref1;
     const { hostId, org, basePath } = props;
@@ -110,10 +111,16 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
     // The org's lead fields, for the optional columns below (AGL-3272).
     const leadFields = useContactFieldDefinitions(orgId, 'lead');
     const routes = crmRoutes(basePath != null ? basePath : '');
-    // Under a site: the site's own window, rows keyed by document id.
-    const site = useFirestoreCollection(()=>hostId ? query(collection(firestore, 'hosts', hostId, 'leads'), orderBy('lastSeenAtMs', 'desc'), limit(LEADS_WINDOW + 1)) : null, [
+    /*
+   * Under a site: the ORG collection, narrowed to what this site may see
+   * (AGL-3275). It read `hosts/{hostId}/leads` until the silo moved, and
+   * leaving it there would have shown a site its pre-migration rows and
+   * nothing captured since — then nothing at all, once AGL-3276 emptied the
+   * path it was reading.
+   */ const site = useFirestoreCollection(()=>hostId && orgId ? query(collection(firestore, 'orgs', orgId, 'leads'), where('visibleTo', 'array-contains-any', scopeTokensForHost(hostId)), orderBy('lastSeenAtMs', 'desc'), limit(LEADS_WINDOW + 1)) : null, [
         firestore,
-        hostId
+        hostId,
+        orgId
     ], {
         idField: '$id'
     });
@@ -378,6 +385,13 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
         enqueueSnackbar
     ]);
     const writeLead = useCallback(async (lead, fields, done)=>{
+        if (!orgId) {
+            enqueueSnackbar('Still loading this workspace — try again in a moment.', {
+                variant: 'warning',
+                persist: false
+            });
+            return;
+        }
         try {
             await updateDoc(doc(firestore, 'orgs', orgId, 'leads', lead.leadId), _extends({}, fields, {
                 updatedAt: serverTimestamp()