@aglyn/plugins-crm 1.0.0-beta.168 → 1.0.0-beta.170

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.168",
+  "version": "1.0.0-beta.170",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,18 +25,18 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.168",
-    "@aglyn/shared-data-enums": "1.0.0-beta.168",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.168",
-    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.168",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.168",
-    "@aglyn/shared-ui-next": "1.0.0-beta.168",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.168",
-    "@aglyn/shared-util-email": "1.0.0-beta.168",
-    "@aglyn/shared-util-http": "1.0.0-beta.168",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.168",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.168",
-    "@aglyn/tenant-runtime": "1.0.0-beta.168",
+    "@aglyn/aglyn": "1.0.0-beta.170",
+    "@aglyn/shared-data-enums": "1.0.0-beta.170",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.170",
+    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.170",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.170",
+    "@aglyn/shared-ui-next": "1.0.0-beta.170",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.170",
+    "@aglyn/shared-util-email": "1.0.0-beta.170",
+    "@aglyn/shared-util-http": "1.0.0-beta.170",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.170",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.170",
+    "@aglyn/tenant-runtime": "1.0.0-beta.170",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

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

@@ -68,10 +68,11 @@ import TasksSection from "./tasks-section.js";
        * them, so the id alone could not say which record was meant. A lead is
        * one org row now, and addresses like every other CRM record.
        *
-       * The two-segment form is still ACCEPTED, and deliberately: links to a
-       * lead were shared, bookmarked and mailed while the old shape was live,
-       * and the id it carries is the same person key either way. The site
-       * segment is simply dropped.
+       * The two-segment form is STILL ACCEPTED, and stays accepted past
+       * AGL-3277: links were shared, bookmarked and mailed while the old
+       * shape was live, and the id they carry is the same person key. What
+       * AGL-3277 removed is the storage behind the old shape, not the
+       * courtesy of honoring a link somebody already has.
        */ return record ? !props.hostId && detail.length >= 2 ? /*#__PURE__*/ _jsx(LeadDetailPage, _extends({}, recordProps, {
                 id: detail[1]
             })) : /*#__PURE__*/ _jsx(LeadDetailPage, _extends({}, recordProps, {

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-console-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { ConsolePluginPageProps } from '@aglyn/aglyn'\nimport { HubSections } from '@aglyn/shared-ui-next'\nimport type { ReactNode } from 'react'\nimport { CrmOrgMountProvider } from '../hooks/use-crm-org-mount'\nimport CompaniesSection from './companies-section'\nimport CompanyDetailPage from './company-detail-page'\nimport ContactDetailPage from './contact-detail-page'\nimport type { CrmConsoleSectionId } from './crm-console-sections'\nimport DealDetailPage from './deal-detail-page'\nimport DealsSection from './deals-section'\nimport FieldsSection from './fields-section'\nimport LeadDetailPage from './lead-detail-page'\nimport LeadsSection from './leads-section'\nimport ContactsSection from './contacts-section'\nimport ReportsSection from './reports-section'\nimport CrmSettingsSection from './settings-section'\nimport TasksSection from './tasks-section'\n\n/**\n * The body of one Contacts section, built only when that section is the one\n * being read (AGL-2595).\n *\n * A function rather than a map of nodes on purpose: a `Record<id, ReactNode>`\n * would CONSTRUCT every section on every render, and the people list alone\n * opens four Firestore listens and an aggregate read on mount. Only the\n * returned branch is ever built.\n *\n * Three sections own a deeper route — a record beneath the list — and read\n * it off `detail`, the segments after the section id. A list section with\n * nothing after it is the list; one segment is the record; the shell has\n * already 404'd anything it could not resolve to this surface.\n */\nfunction sectionBody(\n  section: CrmConsoleSectionId,\n  props: ConsolePluginPageProps,\n  /** The section's OWN segments — `segments[1]` onward. */\n  detail: readonly string[],\n  basePath: string,\n): ReactNode {\n  const record = detail[0]\n  const recordProps = {\n    hostId: props.hostId,\n    org: props.org,\n    permissions: props.permissions,\n    releaseFlag: props.releaseFlag,\n    hostRole: props.hostRole,\n    basePath,\n  }\n  switch (section) {\n    case 'contacts':\n      return record ? (\n        <ContactDetailPage {...recordProps} id={record} />\n      ) : (\n        <ContactsSection {...props} />\n      )\n    case 'leads':\n      /*\n       * ONE SEGMENT, at both levels (AGL-3275).\n       *\n       * The organization level used to name the site before the id —\n       * `leads/{hostId}/{leadId}` (AGL-2630) — because a lead lived under its\n       * site and a person key was the same id under each site that had met\n       * them, so the id alone could not say which record was meant. A lead is\n       * one org row now, and addresses like every other CRM record.\n       *\n       * The two-segment form is still ACCEPTED, and deliberately: links to a\n       * lead were shared, bookmarked and mailed while the old shape was live,\n       * and the id it carries is the same person key either way. The site\n       * segment is simply dropped.\n       */\n      return record ? (\n        !props.hostId && detail.length >= 2 ? (\n          <LeadDetailPage {...recordProps} id={detail[1]} />\n        ) : (\n          <LeadDetailPage {...recordProps} id={record} />\n        )\n      ) : (\n        <LeadsSection {...props} />\n      )\n    case 'companies':\n      return record ? (\n        <CompanyDetailPage {...recordProps} id={record} />\n      ) : (\n        <CompaniesSection\n          hostId={props.hostId}\n          org={props.org}\n          basePath={basePath}\n        />\n      )\n    case 'deals':\n      return record ? (\n        <DealDetailPage {...recordProps} id={record} />\n      ) : (\n        <DealsSection {...props} />\n      )\n    case 'tasks':\n      return <TasksSection {...props} />\n    case 'reports':\n      // The shell's props whole, like the contacts list: the reports resolve\n      // the org scope from `hostId`, the consent group from `org`, and their\n      // drill-down links from `basePath` (AGL-2604).\n      return <ReportsSection {...props} />\n    case 'fields':\n      return <FieldsSection hostId={props.hostId} org={props.org} />\n    case 'settings':\n      // The org-wide switches (AGL-2613): what the CRM does on its own for\n      // every site in the workspace, written to the org document.\n      return <CrmSettingsSection hostId={props.hostId} org={props.org} />\n    default:\n      return null\n  }\n}\n\n/**\n * Contacts (AGL-109 → AGL-395 → AGL-2595): the CRM hub — people, companies,\n * deals, tasks, reports and fields — owned by the contacts plugin and\n * rendered by the shell's generic plugin route. The shell applies the\n * `release_crm` gate (via the nav tab) and passes the resolved `org`\n * doc, which the people section reads for the `contactsPerHost` quota.\n *\n * Sections are ROUTES, following the hubs that migrated before it (AGL-2501):\n * `/contacts/people` is the v1 list, and every other section is a URL of its\n * own, so the page builds one section's body and the others do not exist to\n * subscribe. The v1 body moved to `contacts-section.tsx` untouched; what this\n * file adds is the rail and the switch.\n */\nexport function CrmConsolePage(props: ConsolePluginPageProps) {\n  const { section, sections, basePath, segments, orgMount } = props\n\n  /*\n   * Nothing until the URL names a section. The shell redirects a bare\n   * `/contacts` to the landing section and holds a spinner while it does, so\n   * this state is transient — and rendering the people list here instead\n   * would pay for its listens on a URL that is already being replaced.\n   */\n  if (!section || !sections?.length || !basePath) return null\n\n  const hub = (\n    <HubSections sections={sections}>\n      {sectionBody(\n        section as CrmConsoleSectionId,\n        props,\n        // `segments[0]` IS the section — the shell resolved it into `section`\n        // already — so what a section owns is everything after it.\n        (segments ?? []).slice(1),\n        basePath,\n      )}\n    </HubSections>\n  )\n  /*\n   * THE ORGANIZATION-LEVEL MOUNT (AGL-2630). The shell hands an `orgMount`\n   * only from `/[orgSlug]/crm`, where there is no site: the hub publishes it\n   * so every section, record page and drawer beneath resolves its scope from\n   * the org rather than from the `null` host it was handed. Under a site\n   * there is no provider, and `useCrmOrgMount` answering `null` is how a\n   * surface knows it is on one.\n   */\n  return orgMount ? (\n    <CrmOrgMountProvider mount={orgMount}>{hub}</CrmOrgMountProvider>\n  ) : (\n    hub\n  )\n}\nCrmConsolePage.displayName = 'CrmConsolePage'\n\nexport default CrmConsolePage\n"],"names":["HubSections","CrmOrgMountProvider","CompaniesSection","CompanyDetailPage","ContactDetailPage","DealDetailPage","DealsSection","FieldsSection","LeadDetailPage","LeadsSection","ContactsSection","ReportsSection","CrmSettingsSection","TasksSection","sectionBody","section","props","detail","basePath","record","recordProps","hostId","org","permissions","releaseFlag","hostRole","id","length","CrmConsolePage","sections","segments","orgMount","hub","slice","mount","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAGA,SAASA,WAAW,QAAQ,wBAAuB;AAEnD,SAASC,mBAAmB,QAAQ,gCAA4B;AAChE,OAAOC,sBAAsB,yBAAqB;AAClD,OAAOC,uBAAuB,2BAAuB;AACrD,OAAOC,uBAAuB,2BAAuB;AAErD,OAAOC,oBAAoB,wBAAoB;AAC/C,OAAOC,kBAAkB,qBAAiB;AAC1C,OAAOC,mBAAmB,sBAAkB;AAC5C,OAAOC,oBAAoB,wBAAoB;AAC/C,OAAOC,kBAAkB,qBAAiB;AAC1C,OAAOC,qBAAqB,wBAAoB;AAChD,OAAOC,oBAAoB,uBAAmB;AAC9C,OAAOC,wBAAwB,wBAAoB;AACnD,OAAOC,kBAAkB,qBAAiB;AAE1C;;;;;;;;;;;;;CAaC,GACD,SAASC,YACPC,OAA4B,EAC5BC,KAA6B,EAC7B,uDAAuD,GACvDC,MAAyB,EACzBC,QAAgB;IAEhB,MAAMC,SAASF,MAAM,CAAC,EAAE;IACxB,MAAMG,cAAc;QAClBC,QAAQL,MAAMK,MAAM;QACpBC,KAAKN,MAAMM,GAAG;QACdC,aAAaP,MAAMO,WAAW;QAC9BC,aAAaR,MAAMQ,WAAW;QAC9BC,UAAUT,MAAMS,QAAQ;QACxBP;IACF;IACA,OAAQH;QACN,KAAK;YACH,OAAOI,uBACL,KAACf,gCAAsBgB;gBAAaM,IAAIP;gCAExC,KAACT,8BAAoBM;QAEzB,KAAK;YACH;;;;;;;;;;;;;OAaC,GACD,OAAOG,SACL,CAACH,MAAMK,MAAM,IAAIJ,OAAOU,MAAM,IAAI,kBAChC,KAACnB,6BAAmBY;gBAAaM,IAAIT,MAAM,CAAC,EAAE;gCAE9C,KAACT,6BAAmBY;gBAAaM,IAAIP;gCAGvC,KAACV,2BAAiBO;QAEtB,KAAK;YACH,OAAOG,uBACL,KAAChB,gCAAsBiB;gBAAaM,IAAIP;gCAExC,KAACjB;gBACCmB,QAAQL,MAAMK,MAAM;gBACpBC,KAAKN,MAAMM,GAAG;gBACdJ,UAAUA;;QAGhB,KAAK;YACH,OAAOC,uBACL,KAACd,6BAAmBe;gBAAaM,IAAIP;gCAErC,KAACb,2BAAiBU;QAEtB,KAAK;YACH,qBAAO,KAACH,2BAAiBG;QAC3B,KAAK;YACH,uEAAuE;YACvE,uEAAuE;YACvE,+CAA+C;YAC/C,qBAAO,KAACL,6BAAmBK;QAC7B,KAAK;YACH,qBAAO,KAACT;gBAAcc,QAAQL,MAAMK,MAAM;gBAAEC,KAAKN,MAAMM,GAAG;;QAC5D,KAAK;YACH,qEAAqE;YACrE,4DAA4D;YAC5D,qBAAO,KAACV;gBAAmBS,QAAQL,MAAMK,MAAM;gBAAEC,KAAKN,MAAMM,GAAG;;QACjE;YACE,OAAO;IACX;AACF;AAEA;;;;;;;;;;;;CAYC,GACD,OAAO,SAASM,eAAeZ,KAA6B;IAC1D,MAAM,EAAED,OAAO,EAAEc,QAAQ,EAAEX,QAAQ,EAAEY,QAAQ,EAAEC,QAAQ,EAAE,GAAGf;IAE5D;;;;;GAKC,GACD,IAAI,CAACD,WAAW,EAACc,4BAAAA,SAAUF,MAAM,KAAI,CAACT,UAAU,OAAO;IAEvD,MAAMc,oBACJ,KAAChC;QAAY6B,UAAUA;kBACpBf,YACCC,SACAC,OAGA,CAFA,sEAAsE;QACtE,2DAA2D;QAC1Dc,mBAAAA,WAAY,EAAE,EAAEG,KAAK,CAAC,IACvBf;;IAIN;;;;;;;GAOC,GACD,OAAOa,yBACL,KAAC9B;QAAoBiC,OAAOH;kBAAWC;SAEvCA;AAEJ;AACAJ,eAAeO,WAAW,GAAG;AAE7B,eAAeP,eAAc"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-console-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { ConsolePluginPageProps } from '@aglyn/aglyn'\nimport { HubSections } from '@aglyn/shared-ui-next'\nimport type { ReactNode } from 'react'\nimport { CrmOrgMountProvider } from '../hooks/use-crm-org-mount'\nimport CompaniesSection from './companies-section'\nimport CompanyDetailPage from './company-detail-page'\nimport ContactDetailPage from './contact-detail-page'\nimport type { CrmConsoleSectionId } from './crm-console-sections'\nimport DealDetailPage from './deal-detail-page'\nimport DealsSection from './deals-section'\nimport FieldsSection from './fields-section'\nimport LeadDetailPage from './lead-detail-page'\nimport LeadsSection from './leads-section'\nimport ContactsSection from './contacts-section'\nimport ReportsSection from './reports-section'\nimport CrmSettingsSection from './settings-section'\nimport TasksSection from './tasks-section'\n\n/**\n * The body of one Contacts section, built only when that section is the one\n * being read (AGL-2595).\n *\n * A function rather than a map of nodes on purpose: a `Record<id, ReactNode>`\n * would CONSTRUCT every section on every render, and the people list alone\n * opens four Firestore listens and an aggregate read on mount. Only the\n * returned branch is ever built.\n *\n * Three sections own a deeper route — a record beneath the list — and read\n * it off `detail`, the segments after the section id. A list section with\n * nothing after it is the list; one segment is the record; the shell has\n * already 404'd anything it could not resolve to this surface.\n */\nfunction sectionBody(\n  section: CrmConsoleSectionId,\n  props: ConsolePluginPageProps,\n  /** The section's OWN segments — `segments[1]` onward. */\n  detail: readonly string[],\n  basePath: string,\n): ReactNode {\n  const record = detail[0]\n  const recordProps = {\n    hostId: props.hostId,\n    org: props.org,\n    permissions: props.permissions,\n    releaseFlag: props.releaseFlag,\n    hostRole: props.hostRole,\n    basePath,\n  }\n  switch (section) {\n    case 'contacts':\n      return record ? (\n        <ContactDetailPage {...recordProps} id={record} />\n      ) : (\n        <ContactsSection {...props} />\n      )\n    case 'leads':\n      /*\n       * ONE SEGMENT, at both levels (AGL-3275).\n       *\n       * The organization level used to name the site before the id —\n       * `leads/{hostId}/{leadId}` (AGL-2630) — because a lead lived under its\n       * site and a person key was the same id under each site that had met\n       * them, so the id alone could not say which record was meant. A lead is\n       * one org row now, and addresses like every other CRM record.\n       *\n       * The two-segment form is STILL ACCEPTED, and stays accepted past\n       * AGL-3277: links were shared, bookmarked and mailed while the old\n       * shape was live, and the id they carry is the same person key. What\n       * AGL-3277 removed is the storage behind the old shape, not the\n       * courtesy of honoring a link somebody already has.\n       */\n      return record ? (\n        !props.hostId && detail.length >= 2 ? (\n          <LeadDetailPage {...recordProps} id={detail[1]} />\n        ) : (\n          <LeadDetailPage {...recordProps} id={record} />\n        )\n      ) : (\n        <LeadsSection {...props} />\n      )\n    case 'companies':\n      return record ? (\n        <CompanyDetailPage {...recordProps} id={record} />\n      ) : (\n        <CompaniesSection\n          hostId={props.hostId}\n          org={props.org}\n          basePath={basePath}\n        />\n      )\n    case 'deals':\n      return record ? (\n        <DealDetailPage {...recordProps} id={record} />\n      ) : (\n        <DealsSection {...props} />\n      )\n    case 'tasks':\n      return <TasksSection {...props} />\n    case 'reports':\n      // The shell's props whole, like the contacts list: the reports resolve\n      // the org scope from `hostId`, the consent group from `org`, and their\n      // drill-down links from `basePath` (AGL-2604).\n      return <ReportsSection {...props} />\n    case 'fields':\n      return <FieldsSection hostId={props.hostId} org={props.org} />\n    case 'settings':\n      // The org-wide switches (AGL-2613): what the CRM does on its own for\n      // every site in the workspace, written to the org document.\n      return <CrmSettingsSection hostId={props.hostId} org={props.org} />\n    default:\n      return null\n  }\n}\n\n/**\n * Contacts (AGL-109 → AGL-395 → AGL-2595): the CRM hub — people, companies,\n * deals, tasks, reports and fields — owned by the contacts plugin and\n * rendered by the shell's generic plugin route. The shell applies the\n * `release_crm` gate (via the nav tab) and passes the resolved `org`\n * doc, which the people section reads for the `contactsPerHost` quota.\n *\n * Sections are ROUTES, following the hubs that migrated before it (AGL-2501):\n * `/contacts/people` is the v1 list, and every other section is a URL of its\n * own, so the page builds one section's body and the others do not exist to\n * subscribe. The v1 body moved to `contacts-section.tsx` untouched; what this\n * file adds is the rail and the switch.\n */\nexport function CrmConsolePage(props: ConsolePluginPageProps) {\n  const { section, sections, basePath, segments, orgMount } = props\n\n  /*\n   * Nothing until the URL names a section. The shell redirects a bare\n   * `/contacts` to the landing section and holds a spinner while it does, so\n   * this state is transient — and rendering the people list here instead\n   * would pay for its listens on a URL that is already being replaced.\n   */\n  if (!section || !sections?.length || !basePath) return null\n\n  const hub = (\n    <HubSections sections={sections}>\n      {sectionBody(\n        section as CrmConsoleSectionId,\n        props,\n        // `segments[0]` IS the section — the shell resolved it into `section`\n        // already — so what a section owns is everything after it.\n        (segments ?? []).slice(1),\n        basePath,\n      )}\n    </HubSections>\n  )\n  /*\n   * THE ORGANIZATION-LEVEL MOUNT (AGL-2630). The shell hands an `orgMount`\n   * only from `/[orgSlug]/crm`, where there is no site: the hub publishes it\n   * so every section, record page and drawer beneath resolves its scope from\n   * the org rather than from the `null` host it was handed. Under a site\n   * there is no provider, and `useCrmOrgMount` answering `null` is how a\n   * surface knows it is on one.\n   */\n  return orgMount ? 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package/src/lib/components/lead-campaigns-card.d.ts

@@ -13,7 +13,13 @@ export declare const LEAD_CAMPAIGNS_HELPER_TEXT = "Your own filing. It never add
  */
 export declare function leadCampaignNames(lead: Record<string, unknown> | null | undefined, options: readonly CampaignPickerOption[]): string[];
 export interface LeadCampaignsCardProps {
-    hostId: string;
+    /**
+     * The lead's own site, or `null` at the organization level for a lead no
+     * site captured (AGL-3278). Read for the org root alone — the containers
+     * themselves are handed down as `options` — so the card serves both
+     * levels; the org-level mount answers the same org without a site.
+     */
+    hostId: string | null;
     leadId: string;
     lead: Record<string, unknown>;
     leadStatus: FirestoreDocStatus;

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-campaigns-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  campaignMembershipUnchanged,\n  campaignMembershipValue,\n  pluginDocsHelp,\n  readCampaignIds,\n} from '@aglyn/aglyn'\nimport CampaignPicker, {\n  type CampaignPickerOption,\n} from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack } from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\n\n/** The helper line under the picker — the contact card's, word for word. */\nexport const LEAD_CAMPAIGNS_HELPER_TEXT =\n  'Your own filing. It never adds anyone to a send — a campaign mails its lists.'\n\n/**\n * The campaigns a lead is filed under, as NAMES for the record header.\n *\n * Resolved from the site's containers; an id with no live container — a\n * campaign the console deleted, or one still loading — is left out rather\n * than shown, because a document id on a chip tells a reader nothing and\n * looks like a fault. The picker below keeps such an id visible as itself,\n * so the filing is never silently lost; the header only ever names.\n */\nexport function leadCampaignNames(\n  lead: Record<string, unknown> | null | undefined,\n  options: readonly CampaignPickerOption[],\n): string[] {\n  const labels = new Map(options.map((option) => [option.value, option.label]))\n  return readCampaignIds(lead)\n    .map((id) => labels.get(id))\n    .filter((name): name is string => Boolean(name))\n}\n\nexport interface LeadCampaignsCardProps {\n  hostId: string\n  leadId: string\n  lead: Record<string, unknown>\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  /** The site's campaigns, read once by the page for this card and the header. */\n  options: readonly CampaignPickerOption[]\n  /** The campaign read has answered — false while it settles. */\n  optionsReady: boolean\n  /**\n   * What a saved filing changed, once it has landed: the ids added to and\n   * removed from the lead's membership. The page files the activity\n   * entries (AGL-3274); the card only knows the document.\n   */\n  onFiled?: (change: { added: string[]; removed: string[] }) => void\n}\n\n/**\n * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).\n *\n * The contact's Relationship card has carried this picker since AGL-2596;\n * the lead's page had none, so a lead filed under a campaign by the New\n * lead drawer, the bulk bar or a sequence's enroll showed nothing of it —\n * the one field on the record the reader had no way to see or change.\n *\n * The same control, the same value helper, the same helper line. The save\n * is the lead's own client door — a one-field `update` on\n * `hosts/{hostId}/leads`, as the properties card writes status and notes —\n * guarded by the seed like every draft edited over a cached read, and\n * `campaignMembershipUnchanged` keeps Save quiet while the picker only\n * reorders what is stored.\n *\n * It is FILING, not audience: the helper says so, in the sentence the\n * contact card uses, because a reader who finds a campaign picker on a\n * person's page assumes the opposite.\n */\nexport function LeadCampaignsCard(props: LeadCampaignsCardProps) {\n  const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const stored = readCampaignIds(lead)\n  const [selected, setSelected] = useState<string[]>(stored)\n  const [dirty, setDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  // A newer membership from the server replaces an UNEDITED selection — a\n  // sequence's enroll or a bulk add lands while the page is open — and an\n  // edited one is the reader's, decided by the guard on save.\n  const storedKey = stored.join(',')\n  useEffect(() => {\n    if (!dirty) setSelected(stored)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [storedKey, dirty])\n\n  const unchanged = campaignMembershipUnchanged(stored, selected)\n  const empty = optionsReady && !options.length\n\n  const save = async () => {\n    if (unchanged) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setSaving(true)\n    const next = campaignMembershipValue(selected)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n          campaignIds: next,\n          updatedAt: serverTimestamp(),\n        })\n      },\n    )\n    setSaving(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The filing could not be saved.', { variant: 'warning' })\n      return\n    }\n    setDirty(false)\n    enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    onFiled?.({\n      added: next.filter((id) => !stored.includes(id)),\n      removed: stored.filter((id) => !next.includes(id)),\n    })\n  }\n\n  return (\n    <CardDisplay\n      header={'Campaigns'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <CampaignPicker\n          options={options}\n          value={selected}\n          onChange={(next) => {\n            setSelected(next)\n            setDirty(true)\n          }}\n          label=\"Filed under campaigns\"\n          helperText={LEAD_CAMPAIGNS_HELPER_TEXT}\n          disabled={saving}\n          empty={empty}\n          emptyText=\"This site has no campaigns yet. Create one from Marketing to file leads under it.\"\n        />\n        {empty ? null : (\n          <Stack direction=\"row\">\n            <Button\n              size=\"small\"\n              variant=\"outlined\"\n              disabled={saving || unchanged}\n              onClick={() => void save().catch((error: unknown) => {\n                console.error(error)\n                enqueueSnackbar(\n                  error instanceof Error && error.message ? error.message : 'An error has occurred',\n                  { variant: 'error', allowDuplicate: true },\n                )\n                setSaving(false)\n              })}\n            >\n              {saving ? 'Saving…' : 'Save filing'}\n            </Button>\n          </Stack>\n        )}\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadCampaignsCard.displayName = 'LeadCampaignsCard'\n\nexport default LeadCampaignsCard\n"],"names":["campaignMembershipUnchanged","campaignMembershipValue","pluginDocsHelp","readCampaignIds","CampaignPicker","CardDisplay","useSnackbar","useFirestore","writeGuardedBySeed","Button","Stack","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","LEAD_CAMPAIGNS_HELPER_TEXT","leadCampaignNames","lead","options","labels","Map","map","option","value","label","id","get","filter","name","Boolean","LeadCampaignsCard","props","hostId","leadId","leadStatus","fromCache","optionsReady","onFiled","orgId","firestore","enqueueSnackbar","stored","selected","setSelected","dirty","setDirty","saving","setSaving","storedKey","join","unchanged","empty","length","save","variant","persist","next","verdict","subject","unreadable","campaignIds","updatedAt","ok","message","added","includes","removed","header","help","anchor","contentGutterX","contentGutterY","spacing","onChange","helperText","disabled","emptyText","direction","size","onClick","catch","error","console","Error","allowDuplicate","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,2BAA2B,EAC3BC,uBAAuB,EACvBC,cAAc,EACdC,eAAe,QACV,eAAc;AACrB,OAAOC,oBAEA,wEAAuE;AAC9E,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAEEC,YAAY,EACZC,kBAAkB,QACb,iCAAgC;AACvC,SAASC,MAAM,EAAEC,KAAK,QAAQ,gBAAe;AAC7C,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AAEpD,0EAA0E,GAC1E,OAAO,MAAMC,6BACX,gFAA+E;AAEjF;;;;;;;;CAQC,GACD,OAAO,SAASC,kBACdC,IAAgD,EAChDC,OAAwC;IAExC,MAAMC,SAAS,IAAIC,IAAIF,QAAQG,GAAG,CAAC,CAACC,SAAW;YAACA,OAAOC,KAAK;YAAED,OAAOE,KAAK;SAAC;IAC3E,OAAOvB,gBAAgBgB,MACpBI,GAAG,CAAC,CAACI,KAAON,OAAOO,GAAG,CAACD,KACvBE,MAAM,CAAC,CAACC,OAAyBC,QAAQD;AAC9C;AAqBA;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASE,kBAAkBC,KAA6B;IAC7D,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAEhB,IAAI,EAAEiB,UAAU,EAAEC,SAAS,EAAEjB,OAAO,EAAEkB,YAAY,EAAEC,OAAO,EAAE,GAAGN;IACxF,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEO,KAAK,EAAE,GAAGxB,YAAY;QAAEkB;IAAO;IACvC,MAAMO,YAAYlC;IAClB,MAAM,EAAEmC,eAAe,EAAE,GAAGpC;IAC5B,MAAMqC,SAASxC,gBAAgBgB;IAC/B,MAAM,CAACyB,UAAUC,YAAY,GAAG9B,SAAmB4B;IACnD,MAAM,CAACG,OAAOC,SAAS,GAAGhC,SAAS;IACnC,MAAM,CAACiC,QAAQC,UAAU,GAAGlC,SAAS;IACrC,wEAAwE;IACxE,wEAAwE;IACxE,4DAA4D;IAC5D,MAAMmC,YAAYP,OAAOQ,IAAI,CAAC;IAC9BrC,UAAU;QACR,IAAI,CAACgC,OAAOD,YAAYF;IACxB,uDAAuD;IACzD,GAAG;QAACO;QAAWJ;KAAM;IAErB,MAAMM,YAAYpD,4BAA4B2C,QAAQC;IACtD,MAAMS,QAAQf,gBAAgB,CAAClB,QAAQkC,MAAM;IAE7C,MAAMC,OAAO;QACX,IAAIH,WAAW;QACf,IAAI,CAACZ,OAAO;YACVE,gBAAgB,yDAAyD;gBACvEc,SAAS;gBACTC,SAAS;YACX;YACA;QACF;QACAR,UAAU;QACV,MAAMS,OAAOzD,wBAAwB2C;QACrC,MAAMe,UAAU,MAAMnD,mBACpB;YAAEoD,SAAS;YAAQvB;YAAWwB,YAAYzB,eAAe;QAAQ,GACjE;YACE,MAAMvB,UAAUF,IAAI8B,WAAW,QAAQD,OAAO,SAASL,SAAS;gBAC9D2B,aAAaJ;gBACbK,WAAWnD;YACb;QACF;QAEFqC,UAAU;QACV,IAAI,CAACU,QAAQK,EAAE,EAAE;gBACCL;YAAhBjB,iBAAgBiB,mBAAAA,QAAQM,OAAO,YAAfN,mBAAmB,kCAAkC;gBAAEH,SAAS;YAAU;YAC1F;QACF;QACAT,SAAS;QACTL,gBAAgB,gBAAgB;YAAEc,SAAS;YAAWC,SAAS;QAAM;QACrElB,2BAAAA,QAAU;YACR2B,OAAOR,KAAK7B,MAAM,CAAC,CAACF,KAAO,CAACgB,OAAOwB,QAAQ,CAACxC;YAC5CyC,SAASzB,OAAOd,MAAM,CAAC,CAACF,KAAO,CAAC+B,KAAKS,QAAQ,CAACxC;QAChD;IACF;IAEA,qBACE,KAACtB;QACCgE,QAAQ;QACRC,MAAMpE,eAAe,YAAY;YAAEqE,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC/D;YAAMgE,SAAS;;8BACd,KAACtE;oBACCgB,SAASA;oBACTK,OAAOmB;oBACP+B,UAAU,CAACjB;wBACTb,YAAYa;wBACZX,SAAS;oBACX;oBACArB,OAAM;oBACNkD,YAAY3D;oBACZ4D,UAAU7B;oBACVK,OAAOA;oBACPyB,WAAU;;gBAEXzB,QAAQ,qBACP,KAAC3C;oBAAMqE,WAAU;8BACf,cAAA,KAACtE;wBACCuE,MAAK;wBACLxB,SAAQ;wBACRqB,UAAU7B,UAAUI;wBACpB6B,SAAS,IAAM,KAAK1B,OAAO2B,KAAK,CAAC,CAACC;gCAChCC,QAAQD,KAAK,CAACA;gCACdzC,gBACEyC,iBAAiBE,SAASF,MAAMlB,OAAO,GAAGkB,MAAMlB,OAAO,GAAG,yBAC1D;oCAAET,SAAS;oCAAS8B,gBAAgB;gCAAK;gCAE3CrC,UAAU;4BACZ;kCAECD,SAAS,YAAY;;;;;;AAOpC;AACAhB,kBAAkBuD,WAAW,GAAG;AAEhC,eAAevD,kBAAiB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-campaigns-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  campaignMembershipUnchanged,\n  campaignMembershipValue,\n  pluginDocsHelp,\n  readCampaignIds,\n} from '@aglyn/aglyn'\nimport CampaignPicker, {\n  type CampaignPickerOption,\n} from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack } from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\n\n/** The helper line under the picker — the contact card's, word for word. */\nexport const LEAD_CAMPAIGNS_HELPER_TEXT =\n  'Your own filing. It never adds anyone to a send — a campaign mails its lists.'\n\n/**\n * The campaigns a lead is filed under, as NAMES for the record header.\n *\n * Resolved from the site's containers; an id with no live container — a\n * campaign the console deleted, or one still loading — is left out rather\n * than shown, because a document id on a chip tells a reader nothing and\n * looks like a fault. The picker below keeps such an id visible as itself,\n * so the filing is never silently lost; the header only ever names.\n */\nexport function leadCampaignNames(\n  lead: Record<string, unknown> | null | undefined,\n  options: readonly CampaignPickerOption[],\n): string[] {\n  const labels = new Map(options.map((option) => [option.value, option.label]))\n  return readCampaignIds(lead)\n    .map((id) => labels.get(id))\n    .filter((name): name is string => Boolean(name))\n}\n\nexport interface LeadCampaignsCardProps {\n  /**\n   * The lead's own site, or `null` at the organization level for a lead no\n   * site captured (AGL-3278). Read for the org root alone — the containers\n   * themselves are handed down as `options` — so the card serves both\n   * levels; the org-level mount answers the same org without a site.\n   */\n  hostId: string | null\n  leadId: string\n  lead: Record<string, unknown>\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  /** The site's campaigns, read once by the page for this card and the header. */\n  options: readonly CampaignPickerOption[]\n  /** The campaign read has answered — false while it settles. */\n  optionsReady: boolean\n  /**\n   * What a saved filing changed, once it has landed: the ids added to and\n   * removed from the lead's membership. The page files the activity\n   * entries (AGL-3274); the card only knows the document.\n   */\n  onFiled?: (change: { added: string[]; removed: string[] }) => void\n}\n\n/**\n * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).\n *\n * The contact's Relationship card has carried this picker since AGL-2596;\n * the lead's page had none, so a lead filed under a campaign by the New\n * lead drawer, the bulk bar or a sequence's enroll showed nothing of it —\n * the one field on the record the reader had no way to see or change.\n *\n * The same control, the same value helper, the same helper line. The save\n * is the lead's own client door — a one-field `update` on\n * `hosts/{hostId}/leads`, as the properties card writes status and notes —\n * guarded by the seed like every draft edited over a cached read, and\n * `campaignMembershipUnchanged` keeps Save quiet while the picker only\n * reorders what is stored.\n *\n * It is FILING, not audience: the helper says so, in the sentence the\n * contact card uses, because a reader who finds a campaign picker on a\n * person's page assumes the opposite.\n */\nexport function LeadCampaignsCard(props: LeadCampaignsCardProps) {\n  const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const stored = readCampaignIds(lead)\n  const [selected, setSelected] = useState<string[]>(stored)\n  const [dirty, setDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  // A newer membership from the server replaces an UNEDITED selection — a\n  // sequence's enroll or a bulk add lands while the page is open — and an\n  // edited one is the reader's, decided by the guard on save.\n  const storedKey = stored.join(',')\n  useEffect(() => {\n    if (!dirty) setSelected(stored)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [storedKey, dirty])\n\n  const unchanged = campaignMembershipUnchanged(stored, selected)\n  const empty = optionsReady && !options.length\n\n  const save = async () => {\n    if (unchanged) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setSaving(true)\n    const next = campaignMembershipValue(selected)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n          campaignIds: next,\n          updatedAt: serverTimestamp(),\n        })\n      },\n    )\n    setSaving(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The filing could not be saved.', { variant: 'warning' })\n      return\n    }\n    setDirty(false)\n    enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    onFiled?.({\n      added: next.filter((id) => !stored.includes(id)),\n      removed: stored.filter((id) => !next.includes(id)),\n    })\n  }\n\n  return (\n    <CardDisplay\n      header={'Campaigns'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <CampaignPicker\n          options={options}\n          value={selected}\n          onChange={(next) => {\n            setSelected(next)\n            setDirty(true)\n          }}\n          label=\"Filed under campaigns\"\n          helperText={LEAD_CAMPAIGNS_HELPER_TEXT}\n          disabled={saving}\n          empty={empty}\n          emptyText=\"This site has no campaigns yet. Create one from Marketing to file leads under it.\"\n        />\n        {empty ? null : (\n          <Stack direction=\"row\">\n            <Button\n              size=\"small\"\n              variant=\"outlined\"\n              disabled={saving || unchanged}\n              onClick={() => void save().catch((error: unknown) => {\n                console.error(error)\n                enqueueSnackbar(\n                  error instanceof Error && error.message ? error.message : 'An error has occurred',\n                  { variant: 'error', allowDuplicate: true },\n                )\n                setSaving(false)\n              })}\n            >\n              {saving ? 'Saving…' : 'Save filing'}\n            </Button>\n          </Stack>\n        )}\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadCampaignsCard.displayName = 'LeadCampaignsCard'\n\nexport default LeadCampaignsCard\n"],"names":["campaignMembershipUnchanged","campaignMembershipValue","pluginDocsHelp","readCampaignIds","CampaignPicker","CardDisplay","useSnackbar","useFirestore","writeGuardedBySeed","Button","Stack","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","LEAD_CAMPAIGNS_HELPER_TEXT","leadCampaignNames","lead","options","labels","Map","map","option","value","label","id","get","filter","name","Boolean","LeadCampaignsCard","props","hostId","leadId","leadStatus","fromCache","optionsReady","onFiled","orgId","firestore","enqueueSnackbar","stored","selected","setSelected","dirty","setDirty","saving","setSaving","storedKey","join","unchanged","empty","length","save","variant","persist","next","verdict","subject","unreadable","campaignIds","updatedAt","ok","message","added","includes","removed","header","help","anchor","contentGutterX","contentGutterY","spacing","onChange","helperText","disabled","emptyText","direction","size","onClick","catch","error","console","Error","allowDuplicate","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,2BAA2B,EAC3BC,uBAAuB,EACvBC,cAAc,EACdC,eAAe,QACV,eAAc;AACrB,OAAOC,oBAEA,wEAAuE;AAC9E,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAEEC,YAAY,EACZC,kBAAkB,QACb,iCAAgC;AACvC,SAASC,MAAM,EAAEC,KAAK,QAAQ,gBAAe;AAC7C,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AAEpD,0EAA0E,GAC1E,OAAO,MAAMC,6BACX,gFAA+E;AAEjF;;;;;;;;CAQC,GACD,OAAO,SAASC,kBACdC,IAAgD,EAChDC,OAAwC;IAExC,MAAMC,SAAS,IAAIC,IAAIF,QAAQG,GAAG,CAAC,CAACC,SAAW;YAACA,OAAOC,KAAK;YAAED,OAAOE,KAAK;SAAC;IAC3E,OAAOvB,gBAAgBgB,MACpBI,GAAG,CAAC,CAACI,KAAON,OAAOO,GAAG,CAACD,KACvBE,MAAM,CAAC,CAACC,OAAyBC,QAAQD;AAC9C;AA2BA;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASE,kBAAkBC,KAA6B;IAC7D,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAEhB,IAAI,EAAEiB,UAAU,EAAEC,SAAS,EAAEjB,OAAO,EAAEkB,YAAY,EAAEC,OAAO,EAAE,GAAGN;IACxF,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEO,KAAK,EAAE,GAAGxB,YAAY;QAAEkB;IAAO;IACvC,MAAMO,YAAYlC;IAClB,MAAM,EAAEmC,eAAe,EAAE,GAAGpC;IAC5B,MAAMqC,SAASxC,gBAAgBgB;IAC/B,MAAM,CAACyB,UAAUC,YAAY,GAAG9B,SAAmB4B;IACnD,MAAM,CAACG,OAAOC,SAAS,GAAGhC,SAAS;IACnC,MAAM,CAACiC,QAAQC,UAAU,GAAGlC,SAAS;IACrC,wEAAwE;IACxE,wEAAwE;IACxE,4DAA4D;IAC5D,MAAMmC,YAAYP,OAAOQ,IAAI,CAAC;IAC9BrC,UAAU;QACR,IAAI,CAACgC,OAAOD,YAAYF;IACxB,uDAAuD;IACzD,GAAG;QAACO;QAAWJ;KAAM;IAErB,MAAMM,YAAYpD,4BAA4B2C,QAAQC;IACtD,MAAMS,QAAQf,gBAAgB,CAAClB,QAAQkC,MAAM;IAE7C,MAAMC,OAAO;QACX,IAAIH,WAAW;QACf,IAAI,CAACZ,OAAO;YACVE,gBAAgB,yDAAyD;gBACvEc,SAAS;gBACTC,SAAS;YACX;YACA;QACF;QACAR,UAAU;QACV,MAAMS,OAAOzD,wBAAwB2C;QACrC,MAAMe,UAAU,MAAMnD,mBACpB;YAAEoD,SAAS;YAAQvB;YAAWwB,YAAYzB,eAAe;QAAQ,GACjE;YACE,MAAMvB,UAAUF,IAAI8B,WAAW,QAAQD,OAAO,SAASL,SAAS;gBAC9D2B,aAAaJ;gBACbK,WAAWnD;YACb;QACF;QAEFqC,UAAU;QACV,IAAI,CAACU,QAAQK,EAAE,EAAE;gBACCL;YAAhBjB,iBAAgBiB,mBAAAA,QAAQM,OAAO,YAAfN,mBAAmB,kCAAkC;gBAAEH,SAAS;YAAU;YAC1F;QACF;QACAT,SAAS;QACTL,gBAAgB,gBAAgB;YAAEc,SAAS;YAAWC,SAAS;QAAM;QACrElB,2BAAAA,QAAU;YACR2B,OAAOR,KAAK7B,MAAM,CAAC,CAACF,KAAO,CAACgB,OAAOwB,QAAQ,CAACxC;YAC5CyC,SAASzB,OAAOd,MAAM,CAAC,CAACF,KAAO,CAAC+B,KAAKS,QAAQ,CAACxC;QAChD;IACF;IAEA,qBACE,KAACtB;QACCgE,QAAQ;QACRC,MAAMpE,eAAe,YAAY;YAAEqE,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC/D;YAAMgE,SAAS;;8BACd,KAACtE;oBACCgB,SAASA;oBACTK,OAAOmB;oBACP+B,UAAU,CAACjB;wBACTb,YAAYa;wBACZX,SAAS;oBACX;oBACArB,OAAM;oBACNkD,YAAY3D;oBACZ4D,UAAU7B;oBACVK,OAAOA;oBACPyB,WAAU;;gBAEXzB,QAAQ,qBACP,KAAC3C;oBAAMqE,WAAU;8BACf,cAAA,KAACtE;wBACCuE,MAAK;wBACLxB,SAAQ;wBACRqB,UAAU7B,UAAUI;wBACpB6B,SAAS,IAAM,KAAK1B,OAAO2B,KAAK,CAAC,CAACC;gCAChCC,QAAQD,KAAK,CAACA;gCACdzC,gBACEyC,iBAAiBE,SAASF,MAAMlB,OAAO,GAAGkB,MAAMlB,OAAO,GAAG,yBAC1D;oCAAET,SAAS;oCAAS8B,gBAAgB;gCAAK;gCAE3CrC,UAAU;4BACZ;kCAECD,SAAS,YAAY;;;;;;AAOpC;AACAhB,kBAAkBuD,WAAW,GAAG;AAEhC,eAAevD,kBAAiB"}

package/src/lib/components/lead-convert-dialog.d.ts

@@ -3,7 +3,14 @@ import type { OrgMemberOptions } from '../hooks/use-org-member-options';
 export interface LeadConvertDialogProps {
     open: boolean;
     onClose: () => void;
-    hostId: string;
+    /**
+     * The site the conversion is FILED AS (AGL-3278): the mounted one, or
+     * the lead's own first capturing site at the organization level. A
+     * conversion has to name one — the contact it makes is captured by a
+     * site, and its consent is that site's group's — so with none the
+     * dialog refuses rather than posting an empty host.
+     */
+    hostId: string | null;
     orgId: string | null;
     org: Record<string, unknown> | null | undefined;
     leadId: string;

package/src/lib/components/lead-convert-dialog.js

@@ -169,13 +169,15 @@ import { LeadOwnerSelect } from "./lead-owner-select.js";
     ]);
     const amountCents = dollarsToCents(dealAmount);
     const amountInvalid = amountCents === undefined;
-    const submittable = !busy && (companyMode !== 'new' || companyName.trim().length > 0) && (companyMode !== 'existing' || Boolean(companyId)) && (!dealOn || dealTitle.trim().length > 0 && !amountInvalid);
+    const submittable = !busy && // A conversion names the site it is filed as; there is none for a lead
+    // no site captured (AGL-3278).
+    Boolean(hostId) && (companyMode !== 'new' || companyName.trim().length > 0) && (companyMode !== 'existing' || Boolean(companyId)) && (!dealOn || dealTitle.trim().length > 0 && !amountInvalid);
     const submit = async ()=>{
         if (!submittable) return;
         setBusy(true);
         setError(null);
         const body = _extends({
-            hostId,
+            hostId: hostId != null ? hostId : '',
             leadId
         }, ownerUid ? {
             ownerUid

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-convert-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 * as Aglyn from '@aglyn/aglyn'\nimport type { CrmDealStage, CrmLeadFields } from '@aglyn/aglyn'\nimport { authorizedFetch } from '@aglyn/shared-util-http/authorized-token'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Checkbox,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  Divider,\n  FormControl,\n  FormControlLabel,\n  InputLabel,\n  MenuItem,\n  Radio,\n  RadioGroup,\n  Select,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  documentId,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useEffect, useId, useMemo, useRef, useState } from 'react'\nimport {\n  dollarsToCents,\n  suggestCompanyForLead,\n} from '../model/lead-company-suggestion'\nimport { crmRoutes } from '../model/crm-routes'\nimport type { LeadConvertRequest, LeadConvertResponse } from '../server/lead-convert'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\n\n/**\n * How many companies the picker loads. Ordered by name, so a bigger org sees\n * its first two hundred alphabetically and the domain match still finds the\n * right one when it is among them; past that the converter creates and the\n * route dedupes by domain server-side, which is the backstop this ceiling\n * relies on.\n */\nconst COMPANY_OPTIONS_CEILING = 200\n\ntype CompanyMode = 'none' | 'existing' | 'new'\n\nexport interface LeadConvertDialogProps {\n  open: boolean\n  onClose: () => void\n  hostId: string\n  orgId: string | null\n  org: Record<string, unknown> | null | undefined\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  basePath: string\n  roster: OrgMemberOptions\n}\n\n/**\n * Convert a lead into a contact, and optionally a company and a deal\n * (AGL-2608).\n *\n * The dialog collects the decisions and posts ONE request to\n * `crm/lead-convert`; it writes nothing itself, because the contact can only\n * come from the server's dedupe door and the rest of the conversion has to\n * follow it in order. What it does own is the suggestion: the company the\n * lead's email domain implies, matched against the companies this reader can\n * see, so the common case is a glance and a click.\n *\n * Both reads open only while the dialog is — a converter who never opens it\n * pays for neither the company list nor the pipeline.\n */\nexport function LeadConvertDialog(props: LeadConvertDialogProps) {\n  const { open, onClose, hostId, orgId, org, leadId, lead, basePath, roster } = props\n  const firestore = useFirestore()\n  const router = useRouter()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n\n  /*\n   * The scope this reader may see — the same tokens every CRM listener\n   * filters on, and the rules refuse a list without them. The Leads list\n   * mounts the dialog closed at the organization level with no site at all\n   * (the row it converts brings one), and a consent group must name a site,\n   * so until then the scope is the organization's token alone — nothing reads\n   * it while the dialog is closed.\n   */\n  const visibleToTokens = useMemo(() => {\n    const group = hostId ? Aglyn.consentGroupForHost(org ?? {}, hostId) : null\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...(group?.hostIds ?? []).map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, hostId])\n  const tokensKey = visibleToTokens.join(',')\n\n  const { data: companies, status: companiesStatus } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string; name?: string; domain?: string }\n  >(\n    () =>\n      open && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, Aglyn.CRM_COLLECTIONS.companies),\n            where('visibleTo', 'array-contains-any', visibleToTokens),\n            orderBy('nameLower'),\n            limit(COMPANY_OPTIONS_CEILING),\n          )\n        : null,\n    [firestore, orgId, open, tokensKey],\n    { idField: '$id' },\n  )\n  const { data: pipelines } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string; isDefault?: boolean; stages?: CrmDealStage[] }\n  >(\n    () =>\n      open && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, Aglyn.CRM_COLLECTIONS.pipelines),\n            where('visibleTo', 'array-contains-any', visibleToTokens),\n            orderBy(documentId()),\n            limit(20),\n          )\n        : null,\n    [firestore, orgId, open, tokensKey],\n    { idField: '$id' },\n  )\n  /*\n   * The pipeline the deal will open in — the route's own choice, mirrored so\n   * the stage picker offers the stages the deal will really have: the flagged\n   * default, else the first by id, else the stages the route will seed.\n   */\n  const pipeline = pipelines.find((entry) => entry.isDefault) ?? pipelines[0]\n  const stages = useMemo(\n    () =>\n      [...(pipeline?.stages ?? Aglyn.DEFAULT_DEAL_STAGES)]\n        .filter((stage) => stage.kind === 'open')\n        .sort((a, b) => a.order - b.order),\n    [pipeline],\n  )\n\n  const email = String(lead['email'] ?? '')\n  const leadLabel = String(lead['name'] || email || leadId)\n\n  const [ownerUid, setOwnerUid] = useState('')\n  const [companyMode, setCompanyMode] = useState<CompanyMode>('none')\n  const [companyId, setCompanyId] = useState('')\n  const [companyName, setCompanyName] = useState('')\n  const [companyDomain, setCompanyDomain] = useState('')\n  const [dealOn, setDealOn] = useState(false)\n  const [dealTitle, setDealTitle] = useState('')\n  const [dealAmount, setDealAmount] = useState('')\n  const [dealCurrency, setDealCurrency] = useState('usd')\n  const [dealStageId, setDealStageId] = useState('')\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n  // The labels' ids, so the two comboboxes are named \"Company\" and \"Stage\"\n  // rather than after whatever they show — see `LeadOwnerSelect`.\n  const companyLabelId = useId()\n  const stageLabelId = useId()\n\n  /*\n   * Reset on every open, and seed the company step ONCE per open when the\n   * company list has answered — not on every snapshot, or a converter who\n   * changed their mind would have the suggestion put back under them.\n   */\n  const seededFor = useRef<string | null>(null)\n  useEffect(() => {\n    if (!open) {\n      seededFor.current = null\n      return\n    }\n    setOwnerUid(String(lead.ownerUid ?? user?.uid ?? ''))\n    setDealOn(false)\n    setDealTitle(leadLabel)\n    setDealAmount('')\n    setDealCurrency('usd')\n    setDealStageId('')\n    setError(null)\n    setCompanyMode('none')\n    setCompanyId('')\n    setCompanyName('')\n    setCompanyDomain('')\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, leadId])\n  useEffect(() => {\n    if (!open || companiesStatus !== 'success') return\n    if (seededFor.current === leadId) return\n    seededFor.current = leadId\n    // The lead's own company text first (AGL-3233), then the domain.\n    const suggestion = suggestCompanyForLead(email, companies, lead.company)\n    setCompanyMode(suggestion.mode)\n    if (suggestion.mode === 'existing') setCompanyId(suggestion.companyId)\n    if (suggestion.mode === 'new') {\n      setCompanyName(suggestion.name)\n      setCompanyDomain(suggestion.domain)\n    }\n  }, [open, companiesStatus, companies, email, leadId, lead.company])\n\n  const amountCents = dollarsToCents(dealAmount)\n  const amountInvalid = amountCents === undefined\n  const submittable =\n    !busy &&\n    (companyMode !== 'new' || companyName.trim().length > 0) &&\n    (companyMode !== 'existing' || Boolean(companyId)) &&\n    (!dealOn || (dealTitle.trim().length > 0 && !amountInvalid))\n\n  const submit = async () => {\n    if (!submittable) return\n    setBusy(true)\n    setError(null)\n    const body: LeadConvertRequest = {\n      hostId,\n      leadId,\n      ...(ownerUid ? { ownerUid } : {}),\n      ...(companyMode === 'existing' ? { companyId } : {}),\n      ...(companyMode === 'new'\n        ? {\n            createCompany: {\n              name: companyName.trim(),\n              ...(companyDomain.trim() ? { domain: companyDomain.trim() } : {}),\n            },\n          }\n        : {}),\n      ...(dealOn\n        ? {\n            deal: {\n              title: dealTitle.trim(),\n              ...(typeof amountCents === 'number' ? { amountCents } : {}),\n              currency: dealCurrency.trim().toLowerCase() || 'usd',\n              ...(dealStageId ? { stageId: dealStageId } : {}),\n            },\n          }\n        : {}),\n    }\n    try {\n      const response = await authorizedFetch(user, '/api/crm/lead-convert', {\n        method: 'POST',\n        headers: { 'content-type': 'application/json' },\n        body: JSON.stringify(body),\n      })\n      const answer = (await response.json().catch(() => ({}))) as\n        | LeadConvertResponse\n        | { error?: string }\n      if (!response.ok || !('ok' in answer)) {\n        setError(\n          String((answer as { error?: string }).error ?? 'The lead could not be converted.'),\n        )\n        return\n      }\n      enqueueSnackbar(\n        answer.alreadyConverted\n          ? 'This lead was already converted — opening the contact'\n          : 'Lead converted',\n        { variant: 'success', persist: false },\n      )\n      onClose()\n      router.push(crmRoutes(basePath).contact(answer.contactId))\n    } catch (cause) {\n      setError(cause instanceof Error ? cause.message : 'The lead could not be converted.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} maxWidth=\"sm\" fullWidth>\n      <DialogTitle>{`Convert ${leadLabel}`}</DialogTitle>\n      <DialogContent>\n        <Stack spacing={3} sx={{ pt: 1 }}>\n          <Stack spacing={1}>\n            <Typography variant=\"subtitle2\">{'Contact'}</Typography>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {`${email} becomes a contact at the Sales qualified stage — or ` +\n                'joins the one this address already has.'}\n            </Typography>\n            <LeadOwnerSelect value={ownerUid} onChange={setOwnerUid} roster={roster} />\n          </Stack>\n          <Divider />\n          <Stack spacing={1}>\n            <Typography variant=\"subtitle2\">{'Company'}</Typography>\n            <RadioGroup\n              value={companyMode}\n              onChange={(event) => setCompanyMode(event.target.value as CompanyMode)}\n            >\n              <FormControlLabel value=\"none\" control={<Radio size=\"small\" />} label=\"No company\" />\n              <FormControlLabel\n                value=\"existing\"\n                control={<Radio size=\"small\" />}\n                label=\"Link an existing company\"\n                disabled={companies.length === 0}\n              />\n              <FormControlLabel\n                value=\"new\"\n                control={<Radio size=\"small\" />}\n                label=\"Create a company\"\n              />\n            </RadioGroup>\n            {companyMode === 'existing' ? (\n              <FormControl size=\"small\" fullWidth>\n                <InputLabel id={companyLabelId}>{'Company'}</InputLabel>\n                <Select\n                  labelId={companyLabelId}\n                  label=\"Company\"\n                  value={companyId}\n                  onChange={(event) => setCompanyId(String(event.target.value))}\n                >\n                  {companies.map((company) => (\n                    <MenuItem key={company.$id} value={company.$id}>\n                      {String(company.name ?? company.$id)}\n                      {company.domain ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-convert-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 * as Aglyn from '@aglyn/aglyn'\nimport type { CrmDealStage, CrmLeadFields } from '@aglyn/aglyn'\nimport { authorizedFetch } from '@aglyn/shared-util-http/authorized-token'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Checkbox,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  Divider,\n  FormControl,\n  FormControlLabel,\n  InputLabel,\n  MenuItem,\n  Radio,\n  RadioGroup,\n  Select,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  documentId,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useEffect, useId, useMemo, useRef, useState } from 'react'\nimport {\n  dollarsToCents,\n  suggestCompanyForLead,\n} from '../model/lead-company-suggestion'\nimport { crmRoutes } from '../model/crm-routes'\nimport type { LeadConvertRequest, LeadConvertResponse } from '../server/lead-convert'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\n\n/**\n * How many companies the picker loads. Ordered by name, so a bigger org sees\n * its first two hundred alphabetically and the domain match still finds the\n * right one when it is among them; past that the converter creates and the\n * route dedupes by domain server-side, which is the backstop this ceiling\n * relies on.\n */\nconst COMPANY_OPTIONS_CEILING = 200\n\ntype CompanyMode = 'none' | 'existing' | 'new'\n\nexport interface LeadConvertDialogProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the conversion is FILED AS (AGL-3278): the mounted one, or\n   * the lead's own first capturing site at the organization level. A\n   * conversion has to name one — the contact it makes is captured by a\n   * site, and its consent is that site's group's — so with none the\n   * dialog refuses rather than posting an empty host.\n   */\n  hostId: string | null\n  orgId: string | null\n  org: Record<string, unknown> | null | undefined\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  basePath: string\n  roster: OrgMemberOptions\n}\n\n/**\n * Convert a lead into a contact, and optionally a company and a deal\n * (AGL-2608).\n *\n * The dialog collects the decisions and posts ONE request to\n * `crm/lead-convert`; it writes nothing itself, because the contact can only\n * come from the server's dedupe door and the rest of the conversion has to\n * follow it in order. What it does own is the suggestion: the company the\n * lead's email domain implies, matched against the companies this reader can\n * see, so the common case is a glance and a click.\n *\n * Both reads open only while the dialog is — a converter who never opens it\n * pays for neither the company list nor the pipeline.\n */\nexport function LeadConvertDialog(props: LeadConvertDialogProps) {\n  const { open, onClose, hostId, orgId, org, leadId, lead, basePath, roster } = props\n  const firestore = useFirestore()\n  const router = useRouter()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n\n  /*\n   * The scope this reader may see — the same tokens every CRM listener\n   * filters on, and the rules refuse a list without them. The Leads list\n   * mounts the dialog closed at the organization level with no site at all\n   * (the row it converts brings one), and a consent group must name a site,\n   * so until then the scope is the organization's token alone — nothing reads\n   * it while the dialog is closed.\n   */\n  const visibleToTokens = useMemo(() => {\n    const group = hostId ? Aglyn.consentGroupForHost(org ?? {}, hostId) : null\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...(group?.hostIds ?? []).map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, hostId])\n  const tokensKey = visibleToTokens.join(',')\n\n  const { data: companies, status: companiesStatus } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string; name?: string; domain?: string }\n  >(\n    () =>\n      open && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, Aglyn.CRM_COLLECTIONS.companies),\n            where('visibleTo', 'array-contains-any', visibleToTokens),\n            orderBy('nameLower'),\n            limit(COMPANY_OPTIONS_CEILING),\n          )\n        : null,\n    [firestore, orgId, open, tokensKey],\n    { idField: '$id' },\n  )\n  const { data: pipelines } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string; isDefault?: boolean; stages?: CrmDealStage[] }\n  >(\n    () =>\n      open && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, Aglyn.CRM_COLLECTIONS.pipelines),\n            where('visibleTo', 'array-contains-any', visibleToTokens),\n            orderBy(documentId()),\n            limit(20),\n          )\n        : null,\n    [firestore, orgId, open, tokensKey],\n    { idField: '$id' },\n  )\n  /*\n   * The pipeline the deal will open in — the route's own choice, mirrored so\n   * the stage picker offers the stages the deal will really have: the flagged\n   * default, else the first by id, else the stages the route will seed.\n   */\n  const pipeline = pipelines.find((entry) => entry.isDefault) ?? pipelines[0]\n  const stages = useMemo(\n    () =>\n      [...(pipeline?.stages ?? Aglyn.DEFAULT_DEAL_STAGES)]\n        .filter((stage) => stage.kind === 'open')\n        .sort((a, b) => a.order - b.order),\n    [pipeline],\n  )\n\n  const email = String(lead['email'] ?? '')\n  const leadLabel = String(lead['name'] || email || leadId)\n\n  const [ownerUid, setOwnerUid] = useState('')\n  const [companyMode, setCompanyMode] = useState<CompanyMode>('none')\n  const [companyId, setCompanyId] = useState('')\n  const [companyName, setCompanyName] = useState('')\n  const [companyDomain, setCompanyDomain] = useState('')\n  const [dealOn, setDealOn] = useState(false)\n  const [dealTitle, setDealTitle] = useState('')\n  const [dealAmount, setDealAmount] = useState('')\n  const [dealCurrency, setDealCurrency] = useState('usd')\n  const [dealStageId, setDealStageId] = useState('')\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n  // The labels' ids, so the two comboboxes are named \"Company\" and \"Stage\"\n  // rather than after whatever they show — see `LeadOwnerSelect`.\n  const companyLabelId = useId()\n  const stageLabelId = useId()\n\n  /*\n   * Reset on every open, and seed the company step ONCE per open when the\n   * company list has answered — not on every snapshot, or a converter who\n   * changed their mind would have the suggestion put back under them.\n   */\n  const seededFor = useRef<string | null>(null)\n  useEffect(() => {\n    if (!open) {\n      seededFor.current = null\n      return\n    }\n    setOwnerUid(String(lead.ownerUid ?? user?.uid ?? ''))\n    setDealOn(false)\n    setDealTitle(leadLabel)\n    setDealAmount('')\n    setDealCurrency('usd')\n    setDealStageId('')\n    setError(null)\n    setCompanyMode('none')\n    setCompanyId('')\n    setCompanyName('')\n    setCompanyDomain('')\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, leadId])\n  useEffect(() => {\n    if (!open || companiesStatus !== 'success') return\n    if (seededFor.current === leadId) return\n    seededFor.current = leadId\n    // The lead's own company text first (AGL-3233), then the domain.\n    const suggestion = suggestCompanyForLead(email, companies, lead.company)\n    setCompanyMode(suggestion.mode)\n    if (suggestion.mode === 'existing') setCompanyId(suggestion.companyId)\n    if (suggestion.mode === 'new') {\n      setCompanyName(suggestion.name)\n      setCompanyDomain(suggestion.domain)\n    }\n  }, [open, companiesStatus, companies, email, leadId, lead.company])\n\n  const amountCents = dollarsToCents(dealAmount)\n  const amountInvalid = amountCents === undefined\n  const submittable =\n    !busy &&\n    // A conversion names the site it is filed as; there is none for a lead\n    // no site captured (AGL-3278).\n    Boolean(hostId) &&\n    (companyMode !== 'new' || companyName.trim().length > 0) &&\n    (companyMode !== 'existing' || Boolean(companyId)) &&\n    (!dealOn || (dealTitle.trim().length > 0 && !amountInvalid))\n\n  const submit = async () => {\n    if (!submittable) return\n    setBusy(true)\n    setError(null)\n    const body: LeadConvertRequest = {\n      hostId: hostId ?? '',\n      leadId,\n      ...(ownerUid ? { ownerUid } : {}),\n      ...(companyMode === 'existing' ? { companyId } : {}),\n      ...(companyMode === 'new'\n        ? {\n            createCompany: {\n              name: companyName.trim(),\n              ...(companyDomain.trim() ? { domain: companyDomain.trim() } : {}),\n            },\n          }\n        : {}),\n      ...(dealOn\n        ? {\n            deal: {\n              title: dealTitle.trim(),\n              ...(typeof amountCents === 'number' ? { amountCents } : {}),\n              currency: dealCurrency.trim().toLowerCase() || 'usd',\n              ...(dealStageId ? { stageId: dealStageId } : {}),\n            },\n          }\n        : {}),\n    }\n    try {\n      const response = await authorizedFetch(user, '/api/crm/lead-convert', {\n        method: 'POST',\n        headers: { 'content-type': 'application/json' },\n        body: JSON.stringify(body),\n      })\n      const answer = (await response.json().catch(() => ({}))) as\n        | LeadConvertResponse\n        | { error?: string }\n      if (!response.ok || !('ok' in answer)) {\n        setError(\n          String((answer as { error?: string }).error ?? 'The lead could not be converted.'),\n        )\n        return\n      }\n      enqueueSnackbar(\n        answer.alreadyConverted\n          ? 'This lead was already converted — opening the contact'\n          : 'Lead converted',\n        { variant: 'success', persist: false },\n      )\n      onClose()\n      router.push(crmRoutes(basePath).contact(answer.contactId))\n    } catch (cause) {\n      setError(cause instanceof Error ? cause.message : 'The lead could not be converted.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} maxWidth=\"sm\" fullWidth>\n      <DialogTitle>{`Convert ${leadLabel}`}</DialogTitle>\n      <DialogContent>\n        <Stack spacing={3} sx={{ pt: 1 }}>\n          <Stack spacing={1}>\n            <Typography variant=\"subtitle2\">{'Contact'}</Typography>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {`${email} becomes a contact at the Sales qualified stage — or ` +\n                'joins the one this address already has.'}\n            </Typography>\n            <LeadOwnerSelect value={ownerUid} onChange={setOwnerUid} roster={roster} />\n          </Stack>\n          <Divider />\n          <Stack spacing={1}>\n            <Typography variant=\"subtitle2\">{'Company'}</Typography>\n            <RadioGroup\n              value={companyMode}\n              onChange={(event) => setCompanyMode(event.target.value as CompanyMode)}\n            >\n              <FormControlLabel value=\"none\" control={<Radio size=\"small\" />} label=\"No company\" />\n              <FormControlLabel\n                value=\"existing\"\n                control={<Radio size=\"small\" />}\n                label=\"Link an existing company\"\n                disabled={companies.length === 0}\n              />\n              <FormControlLabel\n                value=\"new\"\n                control={<Radio size=\"small\" />}\n                label=\"Create a company\"\n              />\n            </RadioGroup>\n            {companyMode === 'existing' ? (\n              <FormControl size=\"small\" fullWidth>\n                <InputLabel id={companyLabelId}>{'Company'}</InputLabel>\n                <Select\n                  labelId={companyLabelId}\n                  label=\"Company\"\n                  value={companyId}\n                  onChange={(event) => setCompanyId(String(event.target.value))}\n                >\n                  {companies.map((company) => (\n                    <MenuItem key={company.$id} value={company.$id}>\n                      {String(company.name ?? company.$id)}\n                      {company.domain ? (\n                        <Typography\n                          component=\"span\"\n                          variant=\"caption\"\n                          color=\"text.secondary\"\n                          sx={{ ml: 1 }}\n                        >\n                          {String(company.domain)}\n                        </Typography>\n                      ) : null}\n                    </MenuItem>\n                  ))}\n                </Select>\n              </FormControl>\n            ) : null}\n            {companyMode === 'new' ? (\n              <Stack direction={{ xs: 'column', sm: 'row' }} spacing={1}>\n                <TextField\n                  size=\"small\"\n                  label=\"Company name\"\n                  value={companyName}\n                  onChange={(event) => setCompanyName(event.target.value)}\n                  fullWidth\n                  slotProps={{ htmlInput: { maxLength: 120 } }}\n                />\n                <TextField\n                  size=\"small\"\n                  label=\"Domain\"\n                  value={companyDomain}\n                  onChange={(event) => setCompanyDomain(event.target.value)}\n                  helperText=\"Used to match future contacts to this company\"\n                  fullWidth\n                />\n              </Stack>\n            ) : null}\n          </Stack>\n          <Divider />\n          <Stack spacing={1}>\n            <FormControlLabel\n              control={\n                <Checkbox\n                  checked={dealOn}\n                  onChange={(event) => setDealOn(event.target.checked)}\n                />\n              }\n              label={<Typography variant=\"subtitle2\">{'Open a deal'}</Typography>}\n            />\n            {dealOn ? (\n              <Stack spacing={1}>\n                <TextField\n                  size=\"small\"\n                  label=\"Deal title\"\n                  value={dealTitle}\n                  onChange={(event) => setDealTitle(event.target.value)}\n                  fullWidth\n                  slotProps={{ htmlInput: { maxLength: 200 } }}\n                />\n                <Stack direction={{ xs: 'column', sm: 'row' }} spacing={1}>\n                  <TextField\n                    size=\"small\"\n                    label=\"Amount\"\n                    value={dealAmount}\n                    onChange={(event) => setDealAmount(event.target.value)}\n                    error={amountInvalid}\n                    helperText={amountInvalid ? 'Enter an amount like 1200 or 1,200.50' : ' '}\n                    fullWidth\n                  />\n                  <TextField\n                    size=\"small\"\n                    label=\"Currency\"\n                    value={dealCurrency}\n                    onChange={(event) => setDealCurrency(event.target.value)}\n                    helperText=\" \"\n                    sx={{ width: { sm: 140 } }}\n                    slotProps={{ htmlInput: { maxLength: 3 } }}\n                  />\n                </Stack>\n                <FormControl size=\"small\" fullWidth>\n                  {/* `shrink`, because `displayEmpty` below draws the \"First\n                      stage\" placeholder where an empty value would leave the\n                      field blank — and a label that has not shrunk sits on\n                      top of it. */}\n                  <InputLabel id={stageLabelId} shrink>\n                    {'Stage'}\n                  </InputLabel>\n                  <Select\n                    labelId={stageLabelId}\n                    label=\"Stage\"\n                    notched\n                    value={dealStageId}\n                    onChange={(event) => setDealStageId(String(event.target.value))}\n                    displayEmpty\n                  >\n                    <MenuItem value=\"\">\n                      <em>{stages[0] ? `First stage (${stages[0].name})` : 'First stage'}</em>\n                    </MenuItem>\n                    {stages.map((stage) => (\n                      <MenuItem key={stage.id} value={stage.id}>\n                        {stage.name}\n                      </MenuItem>\n                    ))}\n                  </Select>\n                </FormControl>\n                {!pipeline ? (\n                  <Typography variant=\"caption\" color=\"text.secondary\">\n                    {'This workspace has no pipeline yet — a Sales pipeline ' +\n                      'with the default stages is created with the deal.'}\n                  </Typography>\n                ) : null}\n              </Stack>\n            ) : null}\n          </Stack>\n          {error ? <Alert severity=\"error\">{error}</Alert> : null}\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button variant=\"contained\" onClick={() => void submit()} disabled={!submittable}>\n          {busy ? 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package/src/lib/components/lead-detail-page.d.ts

@@ -4,10 +4,24 @@ import { type CrmDetailPageProps } from '../model/crm-routes';
  *
  * The record behind a row of the Leads section: what the person did on the
  * site, who is working them, and the conversion that turns them into a
- * contact, a company and a deal. One document listen — `hosts/{hostId}/leads`
- * is host-scoped by path, so there is no `visibleTo` to filter — and one
- * roster request for the owner picker; the convert dialog's reads open only
- * when it does.
+ * contact, a company and a deal. One document listen and one roster request
+ * for the owner picker; the convert dialog's reads open only when it does.
+ *
+ * ## The two levels, and the site a lead is acted on as (AGL-3278)
+ *
+ * The org root comes from `useCrmScope`, as it does on every other CRM
+ * record page: under a site it is looked up from that site, and at the
+ * organization level it is the mount's, known at once. It used to come
+ * from `useOrgDataScope({ hostId })` — correct only under a site, because
+ * an absent host settles at `orgId: null`, and a null org builds no
+ * reference, opens no listener and leaves the page loading forever.
+ *
+ * Several surfaces still need ONE site: the campaigns to offer, the feed
+ * an activity is filed in, the booking door, the consent basis, the
+ * conversion. Under a site that is the mounted one. At the organization
+ * level it is the lead's own first capturing site — `leadPrimaryGroup` —
+ * the same answer `contactPrimaryGroup` gives the contact page, and the
+ * same one the Leads list already converts a row as.
  */
 export declare function LeadDetailPage(props: CrmDetailPageProps): import("react").JSX.Element;
 export declare namespace LeadDetailPage {