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

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

@@ -14,13 +14,15 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */ 'use client';
-import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
-import { pluginDocsHelp, normalizeContactEmail, readErasureRequestedAtMs } from "@aglyn/aglyn";
-import { useFirestore, useFirestoreDoc, useHostCampaigns, useOrgDataScope } from "@aglyn/tenant-feature-instance";
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { pluginDocsHelp, leadPrimaryGroup, normalizeContactEmail, readErasureRequestedAtMs } from "@aglyn/aglyn";
+import { useFirestore, useFirestoreDoc, useHostCampaigns } from "@aglyn/tenant-feature-instance";
 import { Stack, Typography } from "@mui/material";
 import { doc } from "firebase/firestore";
-import { useState } from "react";
+import { useMemo, useState } from "react";
 import { useCampaignFilingLog } from "../hooks/use-campaign-filing-log.js";
+import { CrmCreateSiteDefault } from "../hooks/use-crm-org-mount.js";
+import { useCrmScope } from "../hooks/use-crm-scope.js";
 import { useOrgMemberOptions } from "../hooks/use-org-member-options.js";
 import { crmRoutes } from "../model/crm-routes.js";
 import { CrmRecordChip, CrmRecordHeader } from "./crm-record-header.js";
@@ -37,42 +39,70 @@ import { RecordActivityCard } from "./record-activity-card.js";
  *
  * 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 function LeadDetailPage(props) {
     const { id, hostId, org, basePath } = props;
     const firestore = useFirestore();
     const routes = crmRoutes(basePath);
     /*
    * Resolved BEFORE the read that needs it (AGL-3275). A lead is an org row
-   * now, so the org has to be known to address one — and `orgId` is null
+   * now, so the org has to be known to address one — and `scope` is null
    * while the host-index lookup settles. Handing that null to `doc()` is a
    * thrown `TypeError`, which the page renders as a 500 rather than as a
    * record still loading.
-   */ const { orgId } = useOrgDataScope({
-        hostId
+   */ const { scope, orgId, ready, consentGroup: viewingGroup } = useCrmScope({
+        hostId,
+        org
     });
-    const { data: lead, status, fromCache } = useFirestoreDoc(()=>orgId ? doc(firestore, 'orgs', orgId, 'leads', id) : null, [
+    const { data: lead, status, fromCache } = useFirestoreDoc(()=>scope ? doc(firestore, scope[0], scope[1], 'leads', id) : null, [
         firestore,
-        orgId,
+        scope,
         id
     ]);
+    /*
+   * The group this lead is READ through: the mounted site's under a site,
+   * and the lead's own first capturing site at the organization level
+   * (AGL-3278). The consent basis is read against it — a refusal recorded
+   * for any sibling in a declared group stands against every one of them,
+   * so a group of one would report a person as opted in who had
+   * unsubscribed from the brand beside this one.
+   */ const leadGroup = useMemo(()=>viewingGroup != null ? viewingGroup : leadPrimaryGroup(lead, org), [
+        viewingGroup,
+        lead,
+        org
+    ]);
+    /** The one site this page acts as, or null for a lead no site captured. */ const siteHostId = hostId != null ? hostId : leadGroup.hostId || null;
     const roster = useOrgMemberOptions(orgId);
     /*
    * The site's campaigns, read once for the page (AGL-3274): the header
    * names the ones the lead is filed under and the Campaigns card offers
-   * them. One listener, not one per surface — a lead belongs to one site,
-   * so the containers are that site's.
-   */ const campaigns = useHostCampaigns(hostId, {
+   * them. One listener, not one per surface — the containers are the
+   * capturing site's.
+   */ const campaigns = useHostCampaigns(siteHostId != null ? siteHostId : undefined, {
         enabled: true
     });
     // A saved filing is written on the lead's Activity too (AGL-3274), one
     // entry per campaign added or removed, by the member who saved it.
     const logFiling = useCampaignFilingLog({
         orgId,
-        hostId,
+        hostId: siteHostId,
         org: org
     });
     const [converting, setConverting] = useState(false);
@@ -81,7 +111,7 @@ import { RecordActivityCard } from "./record-activity-card.js";
     // contact: the same request, filed by the lead's address.
     const leadEmail = lead ? normalizeContactEmail(lead['email']) : null;
     const erase = useErasePersonAction({
-        hostId,
+        hostId: siteHostId,
         orgId,
         subject: lead && leadEmail ? {
             kind: 'lead',
@@ -91,7 +121,13 @@ import { RecordActivityCard } from "./record-activity-card.js";
         requestedAtMs: readErasureRequestedAtMs(lead)
     });
     const label = lead ? String(lead['name'] || lead['email'] || id) : undefined;
-    if (status === 'error' || status === 'success' && !lead) {
+    /*
+   * A SETTLED lookup with no org is an answer, not a wait (AGL-3278). The
+   * spinner below is for a read in flight; standing on it once `ready` has
+   * said there is no org to read from is the endless "Loading…" this page
+   * shipped with.
+   */ const noOrg = ready && !scope;
+    if (noOrg || status === 'error' || status === 'success' && !lead) {
         return /*#__PURE__*/ _jsx(CrmRecordHeader, {
             kind: "Lead",
             title: undefined,
@@ -103,7 +139,7 @@ import { RecordActivityCard } from "./record-activity-card.js";
             children: /*#__PURE__*/ _jsx(Typography, {
                 variant: "body2",
                 color: "text.secondary",
-                children: status === 'error' ? 'This lead could not be read.' : 'This lead no longer exists — it may have been removed from the Inbox.'
+                children: noOrg || status === 'error' ? 'This lead could not be read.' : 'This lead no longer exists — it may have been removed from the Inbox.'
             })
         });
     }
@@ -119,13 +155,17 @@ import { RecordActivityCard } from "./record-activity-card.js";
             loading: true
         });
     }
-    return /*#__PURE__*/ _jsxs(_Fragment, {
+    return(/* A task or an activity created from this page defaults to the lead's
+       own site, not to the site the reader last picked in a list's drawer
+       (AGL-2630) — as on every other record page. */ /*#__PURE__*/ _jsxs(CrmCreateSiteDefault, {
+        hostId: siteHostId,
         children: [
             /*#__PURE__*/ _jsxs(Stack, {
                 spacing: 3,
                 children: [
                     /*#__PURE__*/ _jsx(LeadPropertiesCard, {
-                        hostId: hostId,
+                        hostId: siteHostId,
+                        consentGroup: leadGroup,
                         orgId: orgId,
                         leadId: id,
                         lead: lead,
@@ -148,14 +188,14 @@ import { RecordActivityCard } from "./record-activity-card.js";
                             }, name))
                     }),
                     /*#__PURE__*/ _jsx(CrmRecordInsightsZone, {
-                        hostId: hostId,
+                        hostId: siteHostId,
                         org: org,
                         kind: "lead",
                         recordId: id,
                         name: label != null ? label : ''
                     }),
                     /*#__PURE__*/ _jsx(LeadCampaignsCard, {
-                        hostId: hostId,
+                        hostId: siteHostId,
                         leadId: id,
                         lead: lead,
                         leadStatus: status,
@@ -180,12 +220,12 @@ import { RecordActivityCard } from "./record-activity-card.js";
                         }
                     }),
                     /*#__PURE__*/ _jsx(LeadHistoryCard, {
-                        hostId: hostId,
+                        hostId: siteHostId,
                         leadId: id,
                         lead: lead
                     }),
                     /*#__PURE__*/ _jsx(RecordActivityCard, {
-                        hostId: hostId,
+                        hostId: siteHostId,
                         org: org,
                         leadId: id
                     })
@@ -194,7 +234,7 @@ import { RecordActivityCard } from "./record-activity-card.js";
             /*#__PURE__*/ _jsx(LeadConvertDialog, {
                 open: converting,
                 onClose: ()=>setConverting(false),
-                hostId: hostId,
+                hostId: siteHostId,
                 orgId: orgId,
                 org: org,
                 leadId: id,
@@ -205,13 +245,13 @@ import { RecordActivityCard } from "./record-activity-card.js";
             /*#__PURE__*/ _jsx(LeadUnqualifyDialog, {
                 open: unqualifying,
                 onClose: ()=>setUnqualifying(false),
-                hostId: hostId,
+                hostId: siteHostId,
                 leadId: id,
                 leadLabel: label != null ? label : id
             }),
             erase.dialog
         ]
-    });
+    }));
 }
 LeadDetailPage.displayName = 'LeadDetailPage';
 export default LeadDetailPage;

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  /*\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 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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  leadPrimaryGroup,\n  normalizeContactEmail,\n  readErasureRequestedAtMs,\n} from '@aglyn/aglyn'\nimport {\n  useFirestore,\n  useFirestoreDoc,\n  useHostCampaigns,\n} from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useMemo, useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\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 and one roster request\n * for the owner picker; the convert dialog's reads open only when it does.\n *\n * ## The two levels, and the site a lead is acted on as (AGL-3278)\n *\n * The org root comes from `useCrmScope`, as it does on every other CRM\n * record page: under a site it is looked up from that site, and at the\n * organization level it is the mount's, known at once. It used to come\n * from `useOrgDataScope({ hostId })` — correct only under a site, because\n * an absent host settles at `orgId: null`, and a null org builds no\n * reference, opens no listener and leaves the page loading forever.\n *\n * Several surfaces still need ONE site: the campaigns to offer, the feed\n * an activity is filed in, the booking door, the consent basis, the\n * conversion. Under a site that is the mounted one. At the organization\n * level it is the lead's own first capturing site — `leadPrimaryGroup` —\n * the same answer `contactPrimaryGroup` gives the contact page, and the\n * same one the Leads list already converts a row as.\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 `scope` 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 { scope, orgId, ready, consentGroup: viewingGroup } = useCrmScope({\n    hostId,\n    org,\n  })\n  const {\n    data: lead,\n    status,\n    fromCache,\n  } = useFirestoreDoc<LeadDocument>(\n    () => (scope ? doc(firestore, scope[0], scope[1], 'leads', id) : null),\n    [firestore, scope, id],\n  )\n  /*\n   * The group this lead is READ through: the mounted site's under a site,\n   * and the lead's own first capturing site at the organization level\n   * (AGL-3278). The consent basis is read against it — a refusal recorded\n   * for any sibling in a declared group stands against every one of them,\n   * so a group of one would report a person as opted in who had\n   * unsubscribed from the brand beside this one.\n   */\n  const leadGroup = useMemo(\n    () => viewingGroup ?? leadPrimaryGroup(lead, org as Record<string, unknown>),\n    [viewingGroup, lead, org],\n  )\n  /** The one site this page acts as, or null for a lead no site captured. */\n  const siteHostId = hostId ?? (leadGroup.hostId || null)\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 — the containers are the\n   * capturing site's.\n   */\n  const campaigns = useHostCampaigns(siteHostId ?? undefined, { 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: siteHostId,\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: siteHostId,\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  /*\n   * A SETTLED lookup with no org is an answer, not a wait (AGL-3278). The\n   * spinner below is for a read in flight; standing on it once `ready` has\n   * said there is no org to read from is the endless \"Loading…\" this page\n   * shipped with.\n   */\n  const noOrg = ready && !scope\n  if (noOrg || 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          {noOrg || 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    /* A task or an activity created from this page defaults to the lead's\n       own site, not to the site the reader last picked in a list's drawer\n       (AGL-2630) — as on every other record page. */\n    <CrmCreateSiteDefault hostId={siteHostId}>\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={siteHostId}\n          consentGroup={leadGroup}\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={siteHostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"lead\"\n          recordId={id}\n          name={label ?? ''}\n        />\n        <LeadCampaignsCard\n          hostId={siteHostId}\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={siteHostId} leadId={id} lead={lead} />\n        <RecordActivityCard hostId={siteHostId} org={org} leadId={id} />\n      </Stack>\n      <LeadConvertDialog\n        open={converting}\n        onClose={() => setConverting(false)}\n        hostId={siteHostId}\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={siteHostId}\n        leadId={id}\n        leadLabel={label ?? id}\n      />\n      {erase.dialog}\n    </CrmCreateSiteDefault>\n  )\n}\nLeadDetailPage.displayName = 'LeadDetailPage'\n\nexport default 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package/src/lib/components/lead-history-card.d.ts

@@ -12,7 +12,14 @@ export declare function leadSources(lead: Record<string, unknown>): string[];
 /** Epoch millis or a Firestore timestamp, as a local date-time, or a dash. */
 export declare function leadTimeLabel(value: unknown): string;
 export interface LeadHistoryCardProps {
-    hostId: string;
+    /**
+     * The lead's own site, or `null` at the organization level for a lead no
+     * site captured (AGL-3278). Named on "Captured on" when the document
+     * carries no capture list of its own, and the one site the attribution
+     * zone is asked about — with none the zone is not drawn, as on the
+     * contact's Associations card.
+     */
+    hostId: string | null;
     leadId: string;
     lead: Record<string, unknown>;
 }

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

@@ -23,6 +23,7 @@ import { CAPTURED_BY_HOST_FIELD, CONTACT_SOURCE_LABELS, pluginDocsHelp } from "@
 import { CrmRecordAttributionZone, useHasCrmRecordAttribution } from "./crm-attribution-zone.js";
 import { CardDisplay } from "@aglyn/shared-ui-jsx";
 import { Chip, Stack, Typography } from "@mui/material";
+import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
 /**
  * The surfaces `addHostLead` names — `signup`, `booking`, `form:{formId}`,
  * `import` — as they read on screen. A form's id is not a name, so it is
@@ -89,6 +90,10 @@ function Fact(props) {
     // The caption introduces what another plugin draws; with none loaded it
     // would introduce nothing.
     const hasAttribution = useHasCrmRecordAttribution();
+    // Sites read by NAME at the organization level, as they do in the Leads
+    // list's "Known by" column; under a site there is no mount and an id is
+    // all there is to print.
+    const mount = useCrmOrgMount();
     const sources = leadSources(lead);
     const capturedBy = lead[CAPTURED_BY_HOST_FIELD];
     const count = Number((_lead_submissionCount = lead['submissionCount']) != null ? _lead_submissionCount : 0) || (sources.length ? 1 : 0);
@@ -123,7 +128,10 @@ function Fact(props) {
                         }),
                         /*#__PURE__*/ _jsx(Fact, {
                             label: "Captured on",
-                            children: Array.isArray(capturedBy) && capturedBy.length ? capturedBy.map(String).join(', ') : hostId
+                            children: Array.isArray(capturedBy) && capturedBy.length ? capturedBy.map((id)=>{
+                                var _ref;
+                                return (_ref = mount == null ? void 0 : mount.siteName(String(id))) != null ? _ref : String(id);
+                            }).join(', ') : hostId != null ? hostId : '—'
                         })
                     ]
                 }),
@@ -143,7 +151,7 @@ function Fact(props) {
                             }, source))
                     }) : '—'
                 }),
-                hasAttribution ? /*#__PURE__*/ _jsxs(Stack, {
+                hasAttribution && hostId ? /*#__PURE__*/ _jsxs(Stack, {
                     spacing: 1,
                     children: [
                         /*#__PURE__*/ _jsx(Typography, {

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-history-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 { CAPTURED_BY_HOST_FIELD, CONTACT_SOURCE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\n// The component path and NOT the marketing barrel, for the reason the Inbox\n// and the contacts list give: the barrel is the tenant loader's entry point\n// for the plugin's SITE half, and a console card named there ships to every\n// published page.\nimport {\n  CrmRecordAttributionZone,\n  useHasCrmRecordAttribution,\n} from './crm-attribution-zone'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\n\n/**\n * The surfaces `addHostLead` names — `signup`, `booking`, `form:{formId}`,\n * `import` — as they read on screen. A form's id is not a name, so it is\n * shown as the kind with the id beside it rather than as an opaque token.\n * The bare kind `form` is the lifecycle backfill's spelling for a person\n * whose timeline kept no form id (AGL-2631), and reads as the kind, the\n * way the contact's own source chip does.\n */\nexport function leadSourceLabel(source: string): string {\n  if (source === 'signup') return 'Sign-up'\n  if (source === 'booking') return 'Booking'\n  if (source === 'import') return CONTACT_SOURCE_LABELS.import\n  if (source === 'form') return CONTACT_SOURCE_LABELS.form\n  // A lead entered by hand or over the REST API (AGL-3231).\n  if (source === 'manual') return 'Added by hand'\n  if (source === 'api') return 'API'\n  if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`\n  return source\n}\n\n/** Every surface that produced a capture — the array, or the older single field. */\nexport function leadSources(lead: Record<string, unknown>): string[] {\n  const sources = lead['sources']\n  if (Array.isArray(sources) && sources.length) {\n    return sources.map((source) => String(source))\n  }\n  return typeof lead['source'] === 'string' && lead['source'] ? [lead['source']] : []\n}\n\n/** Epoch millis or a Firestore timestamp, as a local date-time, or a dash. */\nexport function leadTimeLabel(value: unknown): string {\n  if (typeof value === 'number' && Number.isFinite(value)) {\n    return new Date(value).toLocaleString()\n  }\n  const asDate = (value as { toDate?: () => Date } | null | undefined)?.toDate?.()\n  return asDate ? asDate.toLocaleString() : '—'\n}\n\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 LeadHistoryCardProps {\n  hostId: string\n  leadId: string\n  lead: Record<string, unknown>\n}\n\n/**\n * What the capture door recorded about this person (AGL-2608): every\n * surface that produced a capture, how many times, and when the first and\n * the latest happened — the fields `addHostLead` keeps on the one document\n * per person — plus the campaign the first capture is credited to.\n *\n * Read-only by construction. Nothing here is the team's to edit: it is what\n * the visitor did, and the CRM's working state lives on the card above it.\n */\nexport function LeadHistoryCard(props: LeadHistoryCardProps) {\n  const { hostId, leadId, lead } = props\n  // The caption introduces what another plugin draws; with none loaded it\n  // would introduce nothing.\n  const hasAttribution = useHasCrmRecordAttribution()\n  const sources = leadSources(lead)\n  const capturedBy = lead[CAPTURED_BY_HOST_FIELD]\n  const count = Number(lead['submissionCount'] ?? 0) || (sources.length ? 1 : 0)\n  return (\n    <CardDisplay\n      header={'Captured history'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={3}>\n        <Stack direction={{ xs: 'column', md: 'row' }} spacing={3}>\n          <Fact label=\"First seen\">\n            {leadTimeLabel(lead['firstSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Last seen\">\n            {leadTimeLabel(lead['lastSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Captures\">{count ? String(count) : '—'}</Fact>\n          <Fact label=\"Captured on\">\n            {Array.isArray(capturedBy) && capturedBy.length\n              ? capturedBy.map(String).join(', ')\n              : hostId}\n          </Fact>\n        </Stack>\n        <Fact label=\"Sources\">\n          {sources.length ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip key={source} size=\"small\" variant=\"outlined\" label={leadSourceLabel(source)} />\n              ))}\n            </Stack>\n          ) : (\n            '—'\n          )}\n        </Fact>\n        {hasAttribution ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-history-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 { CAPTURED_BY_HOST_FIELD, CONTACT_SOURCE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\n// The component path and NOT the marketing barrel, for the reason the Inbox\n// and the contacts list give: the barrel is the tenant loader's entry point\n// for the plugin's SITE half, and a console card named there ships to every\n// published page.\nimport {\n  CrmRecordAttributionZone,\n  useHasCrmRecordAttribution,\n} from './crm-attribution-zone'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\n\n/**\n * The surfaces `addHostLead` names — `signup`, `booking`, `form:{formId}`,\n * `import` — as they read on screen. A form's id is not a name, so it is\n * shown as the kind with the id beside it rather than as an opaque token.\n * The bare kind `form` is the lifecycle backfill's spelling for a person\n * whose timeline kept no form id (AGL-2631), and reads as the kind, the\n * way the contact's own source chip does.\n */\nexport function leadSourceLabel(source: string): string {\n  if (source === 'signup') return 'Sign-up'\n  if (source === 'booking') return 'Booking'\n  if (source === 'import') return CONTACT_SOURCE_LABELS.import\n  if (source === 'form') return CONTACT_SOURCE_LABELS.form\n  // A lead entered by hand or over the REST API (AGL-3231).\n  if (source === 'manual') return 'Added by hand'\n  if (source === 'api') return 'API'\n  if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`\n  return source\n}\n\n/** Every surface that produced a capture — the array, or the older single field. */\nexport function leadSources(lead: Record<string, unknown>): string[] {\n  const sources = lead['sources']\n  if (Array.isArray(sources) && sources.length) {\n    return sources.map((source) => String(source))\n  }\n  return typeof lead['source'] === 'string' && lead['source'] ? [lead['source']] : []\n}\n\n/** Epoch millis or a Firestore timestamp, as a local date-time, or a dash. */\nexport function leadTimeLabel(value: unknown): string {\n  if (typeof value === 'number' && Number.isFinite(value)) {\n    return new Date(value).toLocaleString()\n  }\n  const asDate = (value as { toDate?: () => Date } | null | undefined)?.toDate?.()\n  return asDate ? asDate.toLocaleString() : '—'\n}\n\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 LeadHistoryCardProps {\n  /**\n   * The lead's own site, or `null` at the organization level for a lead no\n   * site captured (AGL-3278). Named on \"Captured on\" when the document\n   * carries no capture list of its own, and the one site the attribution\n   * zone is asked about — with none the zone is not drawn, as on the\n   * contact's Associations card.\n   */\n  hostId: string | null\n  leadId: string\n  lead: Record<string, unknown>\n}\n\n/**\n * What the capture door recorded about this person (AGL-2608): every\n * surface that produced a capture, how many times, and when the first and\n * the latest happened — the fields `addHostLead` keeps on the one document\n * per person — plus the campaign the first capture is credited to.\n *\n * Read-only by construction. Nothing here is the team's to edit: it is what\n * the visitor did, and the CRM's working state lives on the card above it.\n */\nexport function LeadHistoryCard(props: LeadHistoryCardProps) {\n  const { hostId, leadId, lead } = props\n  // The caption introduces what another plugin draws; with none loaded it\n  // would introduce nothing.\n  const hasAttribution = useHasCrmRecordAttribution()\n  // Sites read by NAME at the organization level, as they do in the Leads\n  // list's \"Known by\" column; under a site there is no mount and an id is\n  // all there is to print.\n  const mount = useCrmOrgMount()\n  const sources = leadSources(lead)\n  const capturedBy = lead[CAPTURED_BY_HOST_FIELD]\n  const count = Number(lead['submissionCount'] ?? 0) || (sources.length ? 1 : 0)\n  return (\n    <CardDisplay\n      header={'Captured history'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={3}>\n        <Stack direction={{ xs: 'column', md: 'row' }} spacing={3}>\n          <Fact label=\"First seen\">\n            {leadTimeLabel(lead['firstSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Last seen\">\n            {leadTimeLabel(lead['lastSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Captures\">{count ? String(count) : '—'}</Fact>\n          <Fact label=\"Captured on\">\n            {Array.isArray(capturedBy) && capturedBy.length\n              ? capturedBy\n                  .map((id) => mount?.siteName(String(id)) ?? String(id))\n                  .join(', ')\n              : (hostId ?? '—')}\n          </Fact>\n        </Stack>\n        <Fact label=\"Sources\">\n          {sources.length ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip key={source} size=\"small\" variant=\"outlined\" label={leadSourceLabel(source)} />\n              ))}\n            </Stack>\n          ) : (\n            '—'\n          )}\n        </Fact>\n        {hasAttribution && hostId ? (\n          <Stack spacing={1}>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Where this lead came from'}\n            </Typography>\n            <CrmRecordAttributionZone\n              hostId={hostId}\n              recordKind=\"lead\"\n              recordId={leadId}\n            />\n            {/* Attribution is which campaign brought the person; the\n                filing on the Campaigns card is the team's own (AGL-3274),\n                and a reader who sees one campaign here and another there\n                is owed the difference. */}\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Filing is separate — see Filed under campaigns.'}\n            </Typography>\n          </Stack>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadHistoryCard.displayName = 'LeadHistoryCard'\n\nexport default LeadHistoryCard\n"],"names":["CAPTURED_BY_HOST_FIELD","CONTACT_SOURCE_LABELS","pluginDocsHelp","CrmRecordAttributionZone","useHasCrmRecordAttribution","CardDisplay","Chip","Stack","Typography","useCrmOrgMount","leadSourceLabel","source","import","form","startsWith","slice","length","leadSources","lead","sources","Array","isArray","map","String","leadTimeLabel","value","Number","isFinite","Date","toLocaleString","asDate","toDate","Fact","props","spacing","variant","color","label","component","children","LeadHistoryCard","hostId","leadId","hasAttribution","mount","capturedBy","count","header","help","anchor","contentGutterX","contentGutterY","direction","xs","md","id","siteName","join","sx","flexWrap","rowGap","size","recordKind","recordId","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,sBAAsB,EAAEC,qBAAqB,EAAEC,cAAc,QAAQ,eAAc;AAC5F,4EAA4E;AAC5E,4EAA4E;AAC5E,4EAA4E;AAC5E,kBAAkB;AAClB,SACEC,wBAAwB,EACxBC,0BAA0B,QACrB,4BAAwB;AAC/B,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACvD,SAASC,cAAc,QAAQ,gCAA4B;AAE3D;;;;;;;CAOC,GACD,OAAO,SAASC,gBAAgBC,MAAc;IAC5C,IAAIA,WAAW,UAAU,OAAO;IAChC,IAAIA,WAAW,WAAW,OAAO;IACjC,IAAIA,WAAW,UAAU,OAAOV,sBAAsBW,MAAM;IAC5D,IAAID,WAAW,QAAQ,OAAOV,sBAAsBY,IAAI;IACxD,0DAA0D;IAC1D,IAAIF,WAAW,UAAU,OAAO;IAChC,IAAIA,WAAW,OAAO,OAAO;IAC7B,IAAIA,OAAOG,UAAU,CAAC,UAAU,OAAO,CAAC,KAAK,EAAEH,OAAOI,KAAK,CAAC,QAAQC,MAAM,GAAG;IAC7E,OAAOL;AACT;AAEA,kFAAkF,GAClF,OAAO,SAASM,YAAYC,IAA6B;IACvD,MAAMC,UAAUD,IAAI,CAAC,UAAU;IAC/B,IAAIE,MAAMC,OAAO,CAACF,YAAYA,QAAQH,MAAM,EAAE;QAC5C,OAAOG,QAAQG,GAAG,CAAC,CAACX,SAAWY,OAAOZ;IACxC;IACA,OAAO,OAAOO,IAAI,CAAC,SAAS,KAAK,YAAYA,IAAI,CAAC,SAAS,GAAG;QAACA,IAAI,CAAC,SAAS;KAAC,GAAG,EAAE;AACrF;AAEA,4EAA4E,GAC5E,OAAO,SAASM,cAAcC,KAAc;QAI3B;IAHf,IAAI,OAAOA,UAAU,YAAYC,OAAOC,QAAQ,CAACF,QAAQ;QACvD,OAAO,IAAIG,KAAKH,OAAOI,cAAc;IACvC;IACA,MAAMC,SAAUL,0BAAD,gBAAA,AAACA,MAAsDM,MAAM,qBAA7D,mBAACN;IAChB,OAAOK,SAASA,OAAOD,cAAc,KAAK;AAC5C;AAEA,SAASG,KAAKC,KAAmD;IAC/D,qBACE,MAAC1B;QAAM2B,SAAS;;0BACd,KAAC1B;gBAAW2B,SAAQ;gBAAUC,OAAM;0BACjCH,MAAMI,KAAK;;0BAEd,KAAC7B;gBAAW2B,SAAQ;gBAAQG,WAAU;0BACnCL,MAAMM,QAAQ;;;;AAIvB;AAeA;;;;;;;;CAQC,GACD,OAAO,SAASC,gBAAgBP,KAA2B;QAWpCf,uBAWIA,qBAGAA;IAxBzB,MAAM,EAAEuB,MAAM,EAAEC,MAAM,EAAExB,IAAI,EAAE,GAAGe;IACjC,wEAAwE;IACxE,2BAA2B;IAC3B,MAAMU,iBAAiBvC;IACvB,wEAAwE;IACxE,wEAAwE;IACxE,yBAAyB;IACzB,MAAMwC,QAAQnC;IACd,MAAMU,UAAUF,YAAYC;IAC5B,MAAM2B,aAAa3B,IAAI,CAAClB,uBAAuB;IAC/C,MAAM8C,QAAQpB,QAAOR,wBAAAA,IAAI,CAAC,kBAAkB,YAAvBA,wBAA2B,MAAOC,CAAAA,QAAQH,MAAM,GAAG,IAAI,CAAA;IAC5E,qBACE,KAACX;QACC0C,QAAQ;QACRC,MAAM9C,eAAe,YAAY;YAAE+C,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC5C;YAAM2B,SAAS;;8BACd,MAAC3B;oBAAM6C,WAAW;wBAAEC,IAAI;wBAAUC,IAAI;oBAAM;oBAAGpB,SAAS;;sCACtD,KAACF;4BAAKK,OAAM;sCACTb,eAAcN,sBAAAA,IAAI,CAAC,gBAAgB,YAArBA,sBAAyBA,IAAI,CAAC,YAAY;;sCAE3D,KAACc;4BAAKK,OAAM;sCACTb,eAAcN,qBAAAA,IAAI,CAAC,eAAe,YAApBA,qBAAwBA,IAAI,CAAC,YAAY;;sCAE1D,KAACc;4BAAKK,OAAM;sCAAYS,QAAQvB,OAAOuB,SAAS;;sCAChD,KAACd;4BAAKK,OAAM;sCACTjB,MAAMC,OAAO,CAACwB,eAAeA,WAAW7B,MAAM,GAC3C6B,WACGvB,GAAG,CAAC,CAACiC;;+CAAOX,yBAAAA,MAAOY,QAAQ,CAACjC,OAAOgC,uBAAQhC,OAAOgC;+BAClDE,IAAI,CAAC,QACPhB,iBAAAA,SAAU;;;;8BAGnB,KAACT;oBAAKK,OAAM;8BACTlB,QAAQH,MAAM,iBACb,KAACT;wBAAM6C,WAAU;wBAAMlB,SAAS;wBAAKwB,IAAI;4BAAEC,UAAU;4BAAQC,QAAQ;wBAAI;kCACtEzC,QAAQG,GAAG,CAAC,CAACX,uBACZ,KAACL;gCAAkBuD,MAAK;gCAAQ1B,SAAQ;gCAAWE,OAAO3B,gBAAgBC;+BAA/DA;yBAIf;;gBAGHgC,kBAAkBF,uBACjB,MAAClC;oBAAM2B,SAAS;;sCACd,KAAC1B;4BAAW2B,SAAQ;4BAAUC,OAAM;sCACjC;;sCAEH,KAACjC;4BACCsC,QAAQA;4BACRqB,YAAW;4BACXC,UAAUrB;;sCAMZ,KAAClC;4BAAW2B,SAAQ;4BAAUC,OAAM;sCACjC;;;qBAGH;;;;AAIZ;AACAI,gBAAgBwB,WAAW,GAAG;AAE9B,eAAexB,gBAAe"}

package/src/lib/components/lead-properties-card.d.ts

@@ -1,4 +1,4 @@
-import type { AglynOrgBilling, CrmLeadFields } from '@aglyn/aglyn';
+import type { AglynOrgBilling, ConsentGroup, CrmLeadFields } from '@aglyn/aglyn';
 import type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component';
 import { type FirestoreDocStatus } from '@aglyn/tenant-feature-instance';
 import type { OrgMemberOptions } from '../hooks/use-org-member-options';
@@ -8,7 +8,21 @@ import type { OrgMemberOptions } from '../hooks/use-org-member-options';
  */
 export declare const CONVERT_PENDING_ERASURE_REASON = "An erasure is pending for this person";
 export interface LeadPropertiesCardProps {
-    hostId: string;
+    /**
+     * The site this lead is acted on as — the mounted one, or at the
+     * organization level the lead's own first capturing site (AGL-3278).
+     * `null` for a lead no site has captured: the booking door, the call and
+     * the email close, because each of them is one site's to offer.
+     */
+    hostId: string | null;
+    /**
+     * The group the consent basis is read against (AGL-3278): the site's own
+     * declared group, resolved by the page. Not `soloConsentGroup(hostId)`,
+     * which is what this card used to spell and which cannot see a refusal
+     * recorded against a sibling brand — three sites presenting as one sender
+     * are one sender to the person unsubscribing from them.
+     */
+    consentGroup: ConsentGroup;
     /**
      * The org the site belongs to, as the page already resolved it — the
      * custom lead fields are ORG-wide (AGL-3272), and a second lookup here

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

@@ -93,7 +93,7 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
  * the actions become links to what the conversion made.
  */ export function LeadPropertiesCard(props) {
     var _lead_phone, _lead_notes, _lead_email, _lead_email1, _lead_name;
-    const { hostId, orgId, leadId, lead, leadStatus, fromCache, basePath, roster, onConvert, onUnqualify, extraMenuItems = [], banner, extraChips, erasurePending = false, org } = props;
+    const { hostId, consentGroup, orgId, leadId, lead, leadStatus, fromCache, basePath, roster, onConvert, onUnqualify, extraMenuItems = [], banner, extraChips, erasurePending = false, org } = props;
     const firestore = useFirestore();
     const { enqueueSnackbar } = useSnackbar();
     const routes = crmRoutes(basePath);
@@ -261,7 +261,7 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
         // the document again.
         setCustom({});
     };
-    const consent = Aglyn.readMarketingBasis(lead, Aglyn.soloConsentGroup(hostId));
+    const consent = Aglyn.readMarketingBasis(lead, consentGroup);
     const consentLine = consent.basis === 'granted' ? `Opted in to marketing${consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''}` : consent.basis === 'declined' ? 'Declined marketing' : 'No marketing consent recorded — this lead cannot be emailed marketing';
     return /*#__PURE__*/ _jsx(CrmRecordHeader, {
         kind: "Lead",