@aglyn/plugins-crm 1.0.0-beta.169 → 1.0.0-beta.171
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/package.json +13 -13
- package/src/lib/components/lead-campaigns-card.d.ts +7 -1
- package/src/lib/components/lead-campaigns-card.js.map +1 -1
- package/src/lib/components/lead-convert-dialog.d.ts +8 -1
- package/src/lib/components/lead-convert-dialog.js +4 -2
- package/src/lib/components/lead-convert-dialog.js.map +1 -1
- package/src/lib/components/lead-detail-page.d.ts +18 -4
- package/src/lib/components/lead-detail-page.js +69 -29
- package/src/lib/components/lead-detail-page.js.map +1 -1
- package/src/lib/components/lead-history-card.d.ts +8 -1
- package/src/lib/components/lead-history-card.js +10 -2
- package/src/lib/components/lead-history-card.js.map +1 -1
- package/src/lib/components/lead-properties-card.d.ts +16 -2
- package/src/lib/components/lead-properties-card.js +2 -2
- package/src/lib/components/lead-properties-card.js.map +1 -1
- package/src/lib/components/lead-unqualify-dialog.d.ts +6 -1
- package/src/lib/components/lead-unqualify-dialog.js.map +1 -1
- package/src/lib/components/leads-section.js +3 -3
- package/src/lib/components/leads-section.js.map +1 -1
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{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n * http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n pluginDocsHelp,\n type CrmLeadFields,\n normalizeContactEmail,\n readErasureRequestedAtMs,\n} from '@aglyn/aglyn'\nimport {\n useFirestore,\n useFirestoreDoc,\n useHostCampaigns,\n useOrgDataScope,\n} from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { useErasePersonAction } from './erase-person-action'\nimport { LeadCampaignsCard, leadCampaignNames } from './lead-campaigns-card'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport { LeadHistoryCard } from './lead-history-card'\nimport { LeadPropertiesCard } from './lead-properties-card'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport { RecordActivityCard } from './record-activity-card'\n\ntype LeadDocument = Record<string, unknown> & CrmLeadFields\n\n/**\n * `/crm/leads/{leadId}` — one lead (AGL-2608).\n *\n * The record behind a row of the Leads section: what the person did on the\n * site, who is working them, and the conversion that turns them into a\n * contact, a company and a deal. One document listen — `hosts/{hostId}/leads`\n * is host-scoped by path, so there is no `visibleTo` to filter — and one\n * roster request for the owner picker; the convert dialog's reads open only\n * when it does.\n */\nexport function LeadDetailPage(props: CrmDetailPageProps) {\n const { id, hostId, org, basePath } = props\n const firestore = useFirestore()\n const routes = crmRoutes(basePath)\n /*\n * Resolved BEFORE the read that needs it (AGL-3275). A lead is an org row\n * now, so the org has to be known to address one — and `orgId` is null\n * while the host-index lookup settles. Handing that null to `doc()` is a\n * thrown `TypeError`, which the page renders as a 500 rather than as a\n * record still loading.\n */\n const { orgId } = useOrgDataScope({ hostId })\n const {\n data: lead,\n status,\n fromCache,\n } = useFirestoreDoc<LeadDocument>(\n () => (orgId ? doc(firestore, 'orgs', orgId, 'leads', id) : null),\n [firestore, orgId, id],\n )\n const roster = useOrgMemberOptions(orgId)\n /*\n * The site's campaigns, read once for the page (AGL-3274): the header\n * names the ones the lead is filed under and the Campaigns card offers\n * them. One listener, not one per surface — a lead belongs to one site,\n * so the containers are that site's.\n */\n const campaigns = useHostCampaigns(hostId, { enabled: true })\n // A saved filing is written on the lead's Activity too (AGL-3274), one\n // entry per campaign added or removed, by the member who saved it.\n const logFiling = useCampaignFilingLog({\n orgId,\n hostId,\n org: org as Record<string, unknown> | undefined,\n })\n const [converting, setConverting] = useState(false)\n const [unqualifying, setUnqualifying] = useState(false)\n // The privacy erasure (AGL-2623), offered from the lead as from the\n // contact: the same request, filed by the lead's address.\n const leadEmail = lead ? normalizeContactEmail(lead['email']) : null\n const erase = useErasePersonAction({\n hostId,\n orgId,\n subject: lead && leadEmail ? { kind: 'lead', id, email: leadEmail } : null,\n requestedAtMs: readErasureRequestedAtMs(lead),\n })\n\n const label = lead ? String(lead['name'] || lead['email'] || id) : undefined\n\n if (status === 'error' || (status === 'success' && !lead)) {\n return (\n <CrmRecordHeader\n kind=\"Lead\"\n title={undefined}\n help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n backHref={routes.section('leads')}\n backLabel=\"Back to leads\"\n >\n <Typography variant=\"body2\" color=\"text.secondary\">\n {status === 'error'\n ? 'This lead could not be read.'\n : 'This lead no longer exists — it may have been removed from the Inbox.'}\n </Typography>\n </CrmRecordHeader>\n )\n }\n if (!lead) {\n return (\n <CrmRecordHeader\n kind=\"Lead\"\n title={undefined}\n help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n backHref={routes.section('leads')}\n backLabel=\"Back to leads\"\n loading\n />\n )\n }\n\n return (\n <>\n {/* The properties card is the record's lead card: it publishes the\n page heading and the trail, so the history card under it says what\n it holds rather than repeating the name. */}\n <Stack spacing={3}>\n <LeadPropertiesCard\n hostId={hostId}\n orgId={orgId}\n leadId={id}\n lead={lead}\n leadStatus={status}\n fromCache={fromCache}\n basePath={basePath}\n roster={roster}\n onConvert={() => setConverting(true)}\n onUnqualify={() => setUnqualifying(true)}\n extraMenuItems={erase.menuItems}\n banner={erase.banner}\n erasurePending={erase.pendingSinceMs !== null}\n org={org}\n // The campaigns the lead is filed under (AGL-3274), by name\n // beside the status. An id no container answers for draws no\n // chip: the card below keeps it, the header only names.\n extraChips={leadCampaignNames(lead, campaigns.options).map((name) => (\n <CrmRecordChip key={name} label=\"Campaign\" value={name} />\n ))}\n />\n {/* What an assistant says about where the lead stands (AGL-2917): read on its own site. */}\n <CrmRecordInsightsZone\n hostId={hostId}\n org={org as Record<string, unknown> | undefined}\n kind=\"lead\"\n recordId={id}\n name={label ?? ''}\n />\n <LeadCampaignsCard\n hostId={hostId}\n leadId={id}\n lead={lead}\n leadStatus={status}\n fromCache={fromCache}\n options={campaigns.options}\n optionsReady={campaigns.ready}\n onFiled={({ added, removed }) => {\n const named = (ids: string[]) =>\n ids.map((campaignId) => ({\n id: campaignId,\n name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n }))\n void logFiling({ leadId: id }, { filed: named(added), removed: named(removed) })\n }}\n />\n <LeadHistoryCard hostId={hostId} leadId={id} lead={lead} />\n <RecordActivityCard hostId={hostId} org={org} leadId={id} />\n </Stack>\n <LeadConvertDialog\n open={converting}\n onClose={() => setConverting(false)}\n hostId={hostId}\n orgId={orgId}\n org={org as Record<string, unknown> | undefined}\n leadId={id}\n lead={lead}\n basePath={basePath}\n roster={roster}\n />\n <LeadUnqualifyDialog\n open={unqualifying}\n onClose={() => setUnqualifying(false)}\n hostId={hostId}\n leadId={id}\n leadLabel={label ?? id}\n />\n {erase.dialog}\n </>\n )\n}\nLeadDetailPage.displayName = 'LeadDetailPage'\n\nexport default LeadDetailPage\n"],"names":["pluginDocsHelp","normalizeContactEmail","readErasureRequestedAtMs","useFirestore","useFirestoreDoc","useHostCampaigns","useOrgDataScope","Stack","Typography","doc","useState","useCampaignFilingLog","useOrgMemberOptions","crmRoutes","CrmRecordChip","CrmRecordHeader","CrmRecordInsightsZone","useErasePersonAction","LeadCampaignsCard","leadCampaignNames","LeadConvertDialog","LeadHistoryCard","LeadPropertiesCard","LeadUnqualifyDialog","RecordActivityCard","LeadDetailPage","props","id","hostId","org","basePath","firestore","routes","orgId","data","lead","status","fromCache","roster","campaigns","enabled","logFiling","converting","setConverting","unqualifying","setUnqualifying","leadEmail","erase","subject","kind","email","requestedAtMs","label","String","undefined","title","help","anchor","backHref","section","backLabel","variant","color","loading","spacing","leadId","leadStatus","onConvert","onUnqualify","extraMenuItems","menuItems","banner","erasurePending","pendingSinceMs","extraChips","options","map","name","value","recordId","optionsReady","ready","onFiled","added","removed","named","ids","campaignId","find","option","filed","open","onClose","leadLabel","dialog","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,cAAc,EAEdC,qBAAqB,EACrBC,wBAAwB,QACnB,eAAc;AACrB,SACEC,YAAY,EACZC,eAAe,EACfC,gBAAgB,EAChBC,eAAe,QACV,iCAAgC;AACvC,SAASC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACjD,SAASC,GAAG,QAAQ,qBAAoB;AACxC,SAASC,QAAQ,QAAQ,QAAO;AAChC,SAASC,oBAAoB,QAAQ,sCAAkC;AACvE,SAASC,mBAAmB,QAAQ,qCAAiC;AACrE,SAAkCC,SAAS,QAAQ,yBAAqB;AACxE,SAASC,aAAa,EAAEC,eAAe,QAAQ,yBAAqB;AACpE,SAASC,qBAAqB,QAAQ,gCAA4B;AAClE,SAASC,oBAAoB,QAAQ,2BAAuB;AAC5D,SAASC,iBAAiB,EAAEC,iBAAiB,QAAQ,2BAAuB;AAC5E,SAASC,iBAAiB,QAAQ,2BAAuB;AACzD,SAASC,eAAe,QAAQ,yBAAqB;AACrD,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,SAASC,mBAAmB,QAAQ,6BAAyB;AAC7D,SAASC,kBAAkB,QAAQ,4BAAwB;AAI3D;;;;;;;;;CASC,GACD,OAAO,SAASC,eAAeC,KAAyB;IACtD,MAAM,EAAEC,EAAE,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQ,EAAE,GAAGJ;IACtC,MAAMK,YAAY5B;IAClB,MAAM6B,SAASnB,UAAUiB;IACzB;;;;;;GAMC,GACD,MAAM,EAAEG,KAAK,EAAE,GAAG3B,gBAAgB;QAAEsB;IAAO;IAC3C,MAAM,EACJM,MAAMC,IAAI,EACVC,MAAM,EACNC,SAAS,EACV,GAAGjC,gBACF,IAAO6B,QAAQxB,IAAIsB,WAAW,QAAQE,OAAO,SAASN,MAAM,MAC5D;QAACI;QAAWE;QAAON;KAAG;IAExB,MAAMW,SAAS1B,oBAAoBqB;IACnC;;;;;GAKC,GACD,MAAMM,YAAYlC,iBAAiBuB,QAAQ;QAAEY,SAAS;IAAK;IAC3D,uEAAuE;IACvE,mEAAmE;IACnE,MAAMC,YAAY9B,qBAAqB;QACrCsB;QACAL;QACAC,KAAKA;IACP;IACA,MAAM,CAACa,YAAYC,cAAc,GAAGjC,SAAS;IAC7C,MAAM,CAACkC,cAAcC,gBAAgB,GAAGnC,SAAS;IACjD,oEAAoE;IACpE,0DAA0D;IAC1D,MAAMoC,YAAYX,OAAOlC,sBAAsBkC,IAAI,CAAC,QAAQ,IAAI;IAChE,MAAMY,QAAQ9B,qBAAqB;QACjCW;QACAK;QACAe,SAASb,QAAQW,YAAY;YAAEG,MAAM;YAAQtB;YAAIuB,OAAOJ;QAAU,IAAI;QACtEK,eAAejD,yBAAyBiC;IAC1C;IAEA,MAAMiB,QAAQjB,OAAOkB,OAAOlB,IAAI,CAAC,OAAO,IAAIA,IAAI,CAAC,QAAQ,IAAIR,MAAM2B;IAEnE,IAAIlB,WAAW,WAAYA,WAAW,aAAa,CAACD,MAAO;QACzD,qBACE,KAACpB;YACCkC,MAAK;YACLM,OAAOD;YACPE,MAAMxD,eAAe,YAAY;gBAAEyD,QAAQ;YAAgB;YAC3DC,UAAU1B,OAAO2B,OAAO,CAAC;YACzBC,WAAU;sBAEV,cAAA,KAACpD;gBAAWqD,SAAQ;gBAAQC,OAAM;0BAC/B1B,WAAW,UACR,iCACA;;;IAIZ;IACA,IAAI,CAACD,MAAM;QACT,qBACE,KAACpB;YACCkC,MAAK;YACLM,OAAOD;YACPE,MAAMxD,eAAe,YAAY;gBAAEyD,QAAQ;YAAgB;YAC3DC,UAAU1B,OAAO2B,OAAO,CAAC;YACzBC,WAAU;YACVG,OAAO;;IAGb;IAEA,qBACE;;0BAIE,MAACxD;gBAAMyD,SAAS;;kCACd,KAAC1C;wBACCM,QAAQA;wBACRK,OAAOA;wBACPgC,QAAQtC;wBACRQ,MAAMA;wBACN+B,YAAY9B;wBACZC,WAAWA;wBACXP,UAAUA;wBACVQ,QAAQA;wBACR6B,WAAW,IAAMxB,cAAc;wBAC/ByB,aAAa,IAAMvB,gBAAgB;wBACnCwB,gBAAgBtB,MAAMuB,SAAS;wBAC/BC,QAAQxB,MAAMwB,MAAM;wBACpBC,gBAAgBzB,MAAM0B,cAAc,KAAK;wBACzC5C,KAAKA;wBACL,4DAA4D;wBAC5D,6DAA6D;wBAC7D,wDAAwD;wBACxD6C,YAAYvD,kBAAkBgB,MAAMI,UAAUoC,OAAO,EAAEC,GAAG,CAAC,CAACC,qBAC1D,KAAC/D;gCAAyBsC,OAAM;gCAAW0B,OAAOD;+BAA9BA;;kCAIxB,KAAC7D;wBACCY,QAAQA;wBACRC,KAAKA;wBACLoB,MAAK;wBACL8B,UAAUpD;wBACVkD,IAAI,EAAEzB,gBAAAA,QAAS;;kCAEjB,KAAClC;wBACCU,QAAQA;wBACRqC,QAAQtC;wBACRQ,MAAMA;wBACN+B,YAAY9B;wBACZC,WAAWA;wBACXsC,SAASpC,UAAUoC,OAAO;wBAC1BK,cAAczC,UAAU0C,KAAK;wBAC7BC,SAAS,CAAC,EAAEC,KAAK,EAAEC,OAAO,EAAE;4BAC1B,MAAMC,QAAQ,CAACC,MACbA,IAAIV,GAAG,CAAC,CAACW;;wCAEDhD;2CAFiB;wCACvBZ,IAAI4D;wCACJV,IAAI,WAAEtC,0BAAAA,UAAUoC,OAAO,CAACa,IAAI,CAAC,CAACC,SAAWA,OAAOX,KAAK,KAAKS,gCAApDhD,wBAAiEa,KAAK,mBAAI;oCAClF;;4BACF,KAAKX,UAAU;gCAAEwB,QAAQtC;4BAAG,GAAG;gCAAE+D,OAAOL,MAAMF;gCAAQC,SAASC,MAAMD;4BAAS;wBAChF;;kCAEF,KAAC/D;wBAAgBO,QAAQA;wBAAQqC,QAAQtC;wBAAIQ,MAAMA;;kCACnD,KAACX;wBAAmBI,QAAQA;wBAAQC,KAAKA;wBAAKoC,QAAQtC;;;;0BAExD,KAACP;gBACCuE,MAAMjD;gBACNkD,SAAS,IAAMjD,cAAc;gBAC7Bf,QAAQA;gBACRK,OAAOA;gBACPJ,KAAKA;gBACLoC,QAAQtC;gBACRQ,MAAMA;gBACNL,UAAUA;gBACVQ,QAAQA;;0BAEV,KAACf;gBACCoE,MAAM/C;gBACNgD,SAAS,IAAM/C,gBAAgB;gBAC/BjB,QAAQA;gBACRqC,QAAQtC;gBACRkE,SAAS,EAAEzC,gBAAAA,QAASzB;;YAErBoB,MAAM+C,MAAM;;;AAGnB;AACArE,eAAesE,WAAW,GAAG;AAE7B,eAAetE,eAAc"}
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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 LeadDetailPage\n"],"names":["pluginDocsHelp","leadPrimaryGroup","normalizeContactEmail","readErasureRequestedAtMs","useFirestore","useFirestoreDoc","useHostCampaigns","Stack","Typography","doc","useMemo","useState","useCampaignFilingLog","CrmCreateSiteDefault","useCrmScope","useOrgMemberOptions","crmRoutes","CrmRecordChip","CrmRecordHeader","CrmRecordInsightsZone","useErasePersonAction","LeadCampaignsCard","leadCampaignNames","LeadConvertDialog","LeadHistoryCard","LeadPropertiesCard","LeadUnqualifyDialog","RecordActivityCard","LeadDetailPage","props","id","hostId","org","basePath","firestore","routes","scope","orgId","ready","consentGroup","viewingGroup","data","lead","status","fromCache","leadGroup","siteHostId","roster","campaigns","undefined","enabled","logFiling","converting","setConverting","unqualifying","setUnqualifying","leadEmail","erase","subject","kind","email","requestedAtMs","label","String","noOrg","title","help","anchor","backHref","section","backLabel","variant","color","loading","spacing","leadId","leadStatus","onConvert","onUnqualify","extraMenuItems","menuItems","banner","erasurePending","pendingSinceMs","extraChips","options","map","name","value","recordId","optionsReady","onFiled","added","removed","named","ids","campaignId","find","option","filed","open","onClose","leadLabel","dialog","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,cAAc,EAEdC,gBAAgB,EAChBC,qBAAqB,EACrBC,wBAAwB,QACnB,eAAc;AACrB,SACEC,YAAY,EACZC,eAAe,EACfC,gBAAgB,QACX,iCAAgC;AACvC,SAASC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACjD,SAASC,GAAG,QAAQ,qBAAoB;AACxC,SAASC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACzC,SAASC,oBAAoB,QAAQ,sCAAkC;AACvE,SAASC,oBAAoB,QAAQ,gCAA4B;AACjE,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,mBAAmB,QAAQ,qCAAiC;AACrE,SAAkCC,SAAS,QAAQ,yBAAqB;AACxE,SAASC,aAAa,EAAEC,eAAe,QAAQ,yBAAqB;AACpE,SAASC,qBAAqB,QAAQ,gCAA4B;AAClE,SAASC,oBAAoB,QAAQ,2BAAuB;AAC5D,SAASC,iBAAiB,EAAEC,iBAAiB,QAAQ,2BAAuB;AAC5E,SAASC,iBAAiB,QAAQ,2BAAuB;AACzD,SAASC,eAAe,QAAQ,yBAAqB;AACrD,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,SAASC,mBAAmB,QAAQ,6BAAyB;AAC7D,SAASC,kBAAkB,QAAQ,4BAAwB;AAI3D;;;;;;;;;;;;;;;;;;;;;;;CAuBC,GACD,OAAO,SAASC,eAAeC,KAAyB;IACtD,MAAM,EAAEC,EAAE,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQ,EAAE,GAAGJ;IACtC,MAAMK,YAAY9B;IAClB,MAAM+B,SAASnB,UAAUiB;IACzB;;;;;;GAMC,GACD,MAAM,EAAEG,KAAK,EAAEC,KAAK,EAAEC,KAAK,EAAEC,cAAcC,YAAY,EAAE,GAAG1B,YAAY;QACtEiB;QACAC;IACF;IACA,MAAM,EACJS,MAAMC,IAAI,EACVC,MAAM,EACNC,SAAS,EACV,GAAGvC,gBACF,IAAO+B,QAAQ3B,IAAIyB,WAAWE,KAAK,CAAC,EAAE,EAAEA,KAAK,CAAC,EAAE,EAAE,SAASN,MAAM,MACjE;QAACI;QAAWE;QAAON;KAAG;IAExB;;;;;;;GAOC,GACD,MAAMe,YAAYnC,QAChB,IAAM8B,uBAAAA,eAAgBvC,iBAAiByC,MAAMV,MAC7C;QAACQ;QAAcE;QAAMV;KAAI;IAE3B,yEAAyE,GACzE,MAAMc,aAAaf,iBAAAA,SAAWc,UAAUd,MAAM,IAAI;IAClD,MAAMgB,SAAShC,oBAAoBsB;IACnC;;;;;GAKC,GACD,MAAMW,YAAY1C,iBAAiBwC,qBAAAA,aAAcG,WAAW;QAAEC,SAAS;IAAK;IAC5E,uEAAuE;IACvE,mEAAmE;IACnE,MAAMC,YAAYvC,qBAAqB;QACrCyB;QACAN,QAAQe;QACRd,KAAKA;IACP;IACA,MAAM,CAACoB,YAAYC,cAAc,GAAG1C,SAAS;IAC7C,MAAM,CAAC2C,cAAcC,gBAAgB,GAAG5C,SAAS;IACjD,oEAAoE;IACpE,0DAA0D;IAC1D,MAAM6C,YAAYd,OAAOxC,sBAAsBwC,IAAI,CAAC,QAAQ,IAAI;IAChE,MAAMe,QAAQrC,qBAAqB;QACjCW,QAAQe;QACRT;QACAqB,SAAShB,QAAQc,YAAY;YAAEG,MAAM;YAAQ7B;YAAI8B,OAAOJ;QAAU,IAAI;QACtEK,eAAe1D,yBAAyBuC;IAC1C;IAEA,MAAMoB,QAAQpB,OAAOqB,OAAOrB,IAAI,CAAC,OAAO,IAAIA,IAAI,CAAC,QAAQ,IAAIZ,MAAMmB;IAEnE;;;;;GAKC,GACD,MAAMe,QAAQ1B,SAAS,CAACF;IACxB,IAAI4B,SAASrB,WAAW,WAAYA,WAAW,aAAa,CAACD,MAAO;QAClE,qBACE,KAACxB;YACCyC,MAAK;YACLM,OAAOhB;YACPiB,MAAMlE,eAAe,YAAY;gBAAEmE,QAAQ;YAAgB;YAC3DC,UAAUjC,OAAOkC,OAAO,CAAC;YACzBC,WAAU;sBAEV,cAAA,KAAC9D;gBAAW+D,SAAQ;gBAAQC,OAAM;0BAC/BR,SAASrB,WAAW,UACjB,iCACA;;;IAIZ;IACA,IAAI,CAACD,MAAM;QACT,qBACE,KAACxB;YACCyC,MAAK;YACLM,OAAOhB;YACPiB,MAAMlE,eAAe,YAAY;gBAAEmE,QAAQ;YAAgB;YAC3DC,UAAUjC,OAAOkC,OAAO,CAAC;YACzBC,WAAU;YACVG,OAAO;;IAGb;IAEA,OACE;;mDAE+C,iBAC/C,MAAC5D;QAAqBkB,QAAQe;;0BAI5B,MAACvC;gBAAMmE,SAAS;;kCACd,KAACjD;wBACCM,QAAQe;wBACRP,cAAcM;wBACdR,OAAOA;wBACPsC,QAAQ7C;wBACRY,MAAMA;wBACNkC,YAAYjC;wBACZC,WAAWA;wBACXX,UAAUA;wBACVc,QAAQA;wBACR8B,WAAW,IAAMxB,cAAc;wBAC/ByB,aAAa,IAAMvB,gBAAgB;wBACnCwB,gBAAgBtB,MAAMuB,SAAS;wBAC/BC,QAAQxB,MAAMwB,MAAM;wBACpBC,gBAAgBzB,MAAM0B,cAAc,KAAK;wBACzCnD,KAAKA;wBACL,4DAA4D;wBAC5D,6DAA6D;wBAC7D,wDAAwD;wBACxDoD,YAAY9D,kBAAkBoB,MAAMM,UAAUqC,OAAO,EAAEC,GAAG,CAAC,CAACC,qBAC1D,KAACtE;gCAAyB6C,OAAM;gCAAW0B,OAAOD;+BAA9BA;;kCAIxB,KAACpE;wBACCY,QAAQe;wBACRd,KAAKA;wBACL2B,MAAK;wBACL8B,UAAU3D;wBACVyD,IAAI,EAAEzB,gBAAAA,QAAS;;kCAEjB,KAACzC;wBACCU,QAAQe;wBACR6B,QAAQ7C;wBACRY,MAAMA;wBACNkC,YAAYjC;wBACZC,WAAWA;wBACXyC,SAASrC,UAAUqC,OAAO;wBAC1BK,cAAc1C,UAAUV,KAAK;wBAC7BqD,SAAS,CAAC,EAAEC,KAAK,EAAEC,OAAO,EAAE;4BAC1B,MAAMC,QAAQ,CAACC,MACbA,IAAIT,GAAG,CAAC,CAACU;;wCAEDhD;2CAFiB;wCACvBlB,IAAIkE;wCACJT,IAAI,WAAEvC,0BAAAA,UAAUqC,OAAO,CAACY,IAAI,CAAC,CAACC,SAAWA,OAAOV,KAAK,KAAKQ,gCAApDhD,wBAAiEc,KAAK,mBAAI;oCAClF;;4BACF,KAAKX,UAAU;gCAAEwB,QAAQ7C;4BAAG,GAAG;gCAAEqE,OAAOL,MAAMF;gCAAQC,SAASC,MAAMD;4BAAS;wBAChF;;kCAEF,KAACrE;wBAAgBO,QAAQe;wBAAY6B,QAAQ7C;wBAAIY,MAAMA;;kCACvD,KAACf;wBAAmBI,QAAQe;wBAAYd,KAAKA;wBAAK2C,QAAQ7C;;;;0BAE5D,KAACP;gBACC6E,MAAMhD;gBACN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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'\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 ? (\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","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","capturedBy","count","header","help","anchor","contentGutterX","contentGutterY","direction","xs","md","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;AAEvD;;;;;;;CAOC,GACD,OAAO,SAASC,gBAAgBC,MAAc;IAC5C,IAAIA,WAAW,UAAU,OAAO;IAChC,IAAIA,WAAW,WAAW,OAAO;IACjC,IAAIA,WAAW,UAAU,OAAOT,sBAAsBU,MAAM;IAC5D,IAAID,WAAW,QAAQ,OAAOT,sBAAsBW,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,MAACzB;QAAM0B,SAAS;;0BACd,KAACzB;gBAAW0B,SAAQ;gBAAUC,OAAM;0BACjCH,MAAMI,KAAK;;0BAEd,KAAC5B;gBAAW0B,SAAQ;gBAAQG,WAAU;0BACnCL,MAAMM,QAAQ;;;;AAIvB;AAQA;;;;;;;;CAQC,GACD,OAAO,SAASC,gBAAgBP,KAA2B;QAOpCf,uBAWIA,qBAGAA;IApBzB,MAAM,EAAEuB,MAAM,EAAEC,MAAM,EAAExB,IAAI,EAAE,GAAGe;IACjC,wEAAwE;IACxE,2BAA2B;IAC3B,MAAMU,iBAAiBtC;IACvB,MAAMc,UAAUF,YAAYC;IAC5B,MAAM0B,aAAa1B,IAAI,CAACjB,uBAAuB;IAC/C,MAAM4C,QAAQnB,QAAOR,wBAAAA,IAAI,CAAC,kBAAkB,YAAvBA,wBAA2B,MAAOC,CAAAA,QAAQH,MAAM,GAAG,IAAI,CAAA;IAC5E,qBACE,KAACV;QACCwC,QAAQ;QACRC,MAAM5C,eAAe,YAAY;YAAE6C,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC1C;YAAM0B,SAAS;;8BACd,MAAC1B;oBAAM2C,WAAW;wBAAEC,IAAI;wBAAUC,IAAI;oBAAM;oBAAGnB,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;sCAAYQ,QAAQtB,OAAOsB,SAAS;;sCAChD,KAACb;4BAAKK,OAAM;sCACTjB,MAAMC,OAAO,CAACuB,eAAeA,WAAW5B,MAAM,GAC3C4B,WAAWtB,GAAG,CAACC,QAAQ+B,IAAI,CAAC,QAC5Bb;;;;8BAGR,KAACT;oBAAKK,OAAM;8BACTlB,QAAQH,MAAM,iBACb,KAACR;wBAAM2C,WAAU;wBAAMjB,SAAS;wBAAKqB,IAAI;4BAAEC,UAAU;4BAAQC,QAAQ;wBAAI;kCACtEtC,QAAQG,GAAG,CAAC,CAACX,uBACZ,KAACJ;gCAAkBmD,MAAK;gCAAQvB,SAAQ;gCAAWE,OAAO3B,gBAAgBC;+BAA/DA;yBAIf;;gBAGHgC,+BACC,MAACnC;oBAAM0B,SAAS;;sCACd,KAACzB;4BAAW0B,SAAQ;4BAAUC,OAAM;sCACjC;;sCAEH,KAAChC;4BACCqC,QAAQA;4BACRkB,YAAW;4BACXC,UAAUlB;;sCAMZ,KAACjC;4BAAW0B,SAAQ;4BAAUC,OAAM;sCACjC;;;qBAGH;;;;AAIZ;AACAI,gBAAgBqB,WAAW,GAAG;AAE9B,eAAerB,gBAAe"}
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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"}
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@@ -1,4 +1,4 @@
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import type { AglynOrgBilling, CrmLeadFields } from '@aglyn/aglyn';
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import type { AglynOrgBilling, ConsentGroup, CrmLeadFields } from '@aglyn/aglyn';
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import type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component';
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import { type FirestoreDocStatus } from '@aglyn/tenant-feature-instance';
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import type { OrgMemberOptions } from '../hooks/use-org-member-options';
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@@ -8,7 +8,21 @@ import type { OrgMemberOptions } from '../hooks/use-org-member-options';
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*/
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export declare const CONVERT_PENDING_ERASURE_REASON = "An erasure is pending for this person";
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export interface LeadPropertiesCardProps {
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/**
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* The site this lead is acted on as — the mounted one, or at the
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* organization level the lead's own first capturing site (AGL-3278).
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* `null` for a lead no site has captured: the booking door, the call and
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* the email close, because each of them is one site's to offer.
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*/
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hostId: string | null;
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/**
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* The group the consent basis is read against (AGL-3278): the site's own
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* declared group, resolved by the page. Not `soloConsentGroup(hostId)`,
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* which is what this card used to spell and which cannot see a refusal
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* recorded against a sibling brand — three sites presenting as one sender
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* are one sender to the person unsubscribing from them.
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*/
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consentGroup: ConsentGroup;
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/**
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* The org the site belongs to, as the page already resolved it — the
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* custom lead fields are ORG-wide (AGL-3272), and a second lookup here
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@@ -93,7 +93,7 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
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* the actions become links to what the conversion made.
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*/ export function LeadPropertiesCard(props) {
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var _lead_phone, _lead_notes, _lead_email, _lead_email1, _lead_name;
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const { hostId, orgId, leadId, lead, leadStatus, fromCache, basePath, roster, onConvert, onUnqualify, extraMenuItems = [], banner, extraChips, erasurePending = false, org } = props;
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const { hostId, consentGroup, orgId, leadId, lead, leadStatus, fromCache, basePath, roster, onConvert, onUnqualify, extraMenuItems = [], banner, extraChips, erasurePending = false, org } = props;
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const firestore = useFirestore();
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const { enqueueSnackbar } = useSnackbar();
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const routes = crmRoutes(basePath);
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// the document again.
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setCustom({});
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};
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const consent = Aglyn.readMarketingBasis(lead,
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const consent = Aglyn.readMarketingBasis(lead, consentGroup);
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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';
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return /*#__PURE__*/ _jsx(CrmRecordHeader, {
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kind: "Lead",
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{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n * http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type {\n AglynOrgBilling,\n CrmLeadFields,\n CrmLeadProfilePatch,\n CrmLeadStatus,\n} from '@aglyn/aglyn'\nimport { mdiAccountCancelOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n type FirestoreDocStatus,\n useFirestore,\n writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n Alert,\n Button,\n FormControl,\n InputLabel,\n MenuItem,\n Select,\n Stack,\n TextField,\n Tooltip,\n Typography,\n} from '@mui/material'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useId, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport {\n crmCustomDraftChanges,\n type CrmCustomDraft,\n crmCustomDraftMissingRequired,\n crmCustomDraftValue,\n crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n addressDraftFrom,\n ContactAddressFields,\n type AddressDraft,\n} from './contact-address-fields'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadStatusChip } from './lead-status-chip'\n\nconst NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX\nconst TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX\n\n/** The profile as the form holds it: every field a string, the address a draft. */\ninterface ProfileDraft {\n company: string\n jobTitle: string\n phone: string\n website: string\n leadSource: string\n tags: string\n address: AddressDraft\n}\n\n/** The stored profile as a draft the fields can edit. */\nfunction profileDraftFrom(lead: Record<string, unknown> & CrmLeadFields): ProfileDraft {\n return {\n company: String(lead.company ?? ''),\n jobTitle: String(lead.jobTitle ?? ''),\n phone: String(lead.phone ?? lead['phone'] ?? ''),\n website: String(lead.website ?? ''),\n leadSource: String(lead.leadSource ?? ''),\n tags: (lead.tags ?? []).join(', '),\n address: addressDraftFrom(lead.address ?? null),\n }\n}\n\n/** The patch as the document takes it: a cleared field is deleted, not blanked. */\nfunction profileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n const write: Record<string, unknown> = {}\n for (const [key, value] of Object.entries(patch)) {\n if (value === undefined) continue\n write[key] = value === null ? deleteField() : value\n }\n return write\n}\n\n/**\n * Why Convert is refused while an erasure waits on the person — the same\n * sentence shape the overflow's items carry, so the two read as one state.\n */\nexport const CONVERT_PENDING_ERASURE_REASON = 'An erasure is pending for this person'\n\n/** A label over a value — the record page's one row shape. */\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n return (\n <Stack spacing={0.25}>\n <Typography variant=\"caption\" color=\"text.secondary\">\n {props.label}\n </Typography>\n <Typography variant=\"body2\" component=\"div\">\n {props.children}\n </Typography>\n </Stack>\n )\n}\n\nexport interface LeadPropertiesCardProps {\n hostId: string\n /**\n * The org the site belongs to, as the page already resolved it — the\n * custom lead fields are ORG-wide (AGL-3272), and a second lookup here\n * would be one more read per record page for an answer already in hand.\n */\n orgId: string | null\n leadId: string\n lead: Record<string, unknown> & CrmLeadFields\n leadStatus: FirestoreDocStatus\n /** The listener has not confirmed this document with the server yet. */\n fromCache: boolean\n basePath: string\n roster: OrgMemberOptions\n onConvert: () => void\n onUnqualify: () => void\n /**\n * Items the page adds to the overflow beside Unqualify — the privacy\n * erasure (AGL-2623) lives on the page, because it needs the workspace\n * role and the API, and this card owns the header it must appear in.\n */\n extraMenuItems?: RowActionsMenuItem[]\n /** What the page shows above the facts — the erasure-pending state. */\n banner?: React.ReactNode\n /**\n * Chips the page adds after the owner — the campaigns the lead is filed\n * under (AGL-3274), named from the containers the page reads once for\n * this header and the Campaigns card below it.\n */\n extraChips?: React.ReactNode\n /**\n * An erasure request is waiting on this person (AGL-2623). Convert stays\n * on the page but is refused with the reason, the way the overflow's items\n * are: a conversion filed now would reach the capture door only to be\n * refused there, and the lead itself goes when the request runs.\n */\n erasurePending?: boolean\n /**\n * The org the shell passed: the booking door reads whether the lead's site\n * runs Bookings and whether the plan is entitled to it (AGL-2660), and a\n * logged call reads the activity scope it belongs in (AGL-2661).\n */\n org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * What the team knows and decides about a lead: status, owner, notes, and\n * the identity and consent the capture recorded (AGL-2608).\n *\n * Status and owner are single-field client writes — the rules let a site\n * admin, editor or author update `hosts/{hostId}/leads`, and a one-field\n * `update` cannot roll anything else back. Notes are a text field seeded\n * from the document, so that save goes through `writeGuardedBySeed`: a draft\n * edited over a cached read would otherwise overwrite a newer note with an\n * older one plus a sentence.\n *\n * Converted leads are read-only here. Their status is the conversion, and\n * the actions become links to what the conversion made.\n */\nexport function LeadPropertiesCard(props: LeadPropertiesCardProps) {\n const {\n hostId,\n orgId,\n leadId,\n lead,\n leadStatus,\n fromCache,\n basePath,\n roster,\n onConvert,\n onUnqualify,\n extraMenuItems = [],\n banner,\n extraChips,\n erasurePending = false,\n org,\n } = props\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const routes = crmRoutes(basePath)\n /*\n * Built at USE, not at render (AGL-3275). A lead is an org row, so the org\n * has to be known to address one — and `orgId` is null while the lookup\n * settles. Composing a ref from that null throws during render, which the\n * page shows as a 500 rather than as a card still loading.\n */\n const refFor = () => (orgId ? doc(firestore, 'orgs', orgId, 'leads', leadId) : null)\n const status = Aglyn.crmLeadStatus(lead)\n const converted = Boolean(lead.convertedContactId)\n const open = Aglyn.isCrmLeadOpen(lead) && !converted\n // The last verdict on the address (AGL-3245), as the platform stamped it.\n const emailState = Aglyn.readEmailState(lead)\n /** What a capture that took a number left on the document (AGL-2661). */\n const leadPhone = String(lead['phone'] ?? '').trim()\n\n const [notes, setNotes] = useState(String(lead.notes ?? ''))\n // The label's id, so the status combobox is named \"Status\" rather than\n // after the status it shows — see `LeadOwnerSelect`.\n const statusLabelId = useId()\n const [notesDirty, setNotesDirty] = useState(false)\n const [savingNotes, setSavingNotes] = useState(false)\n /*\n * THE LEAD'S OWN PROFILE (AGL-3231) — company, title, phone, website,\n * address, tags, lead source — edited as one block with one Save, the\n * way the contact's Properties card saves. Seeded from the document and\n * guarded on save like the notes: a draft edited over a cached read must\n * not overwrite a newer profile with an older one.\n */\n const [profile, setProfile] = useState<ProfileDraft>(() => profileDraftFrom(lead))\n const [profileDirty, setProfileDirty] = useState(false)\n const [savingProfile, setSavingProfile] = useState(false)\n const [profileErrors, setProfileErrors] = useState<Record<string, string>>({})\n useEffect(() => {\n if (!profileDirty) setProfile(profileDraftFrom(lead))\n // The draft follows the document until it is edited; the fields are\n // read one by one so a change to any of them reseeds.\n }, [\n profileDirty,\n lead.company,\n lead.jobTitle,\n lead.phone,\n lead.website,\n lead.leadSource,\n lead.tags,\n lead.address,\n ])\n /*\n * THE ORG'S OWN LEAD FIELDS (AGL-3272), edited under the same Save as\n * the profile: one button over one card, so a person filling a lead in\n * does not have to find two.\n *\n * The draft holds only the keys the reader touched, and Save writes the\n * difference as dotted paths — a `custom` map written whole would take\n * out every key this card did not show, which is what a retired field's\n * values and an integration's writes sit under.\n */\n const fields = useContactFieldDefinitions(orgId, 'lead')\n const storedCustom = useMemo(() => lead.custom ?? {}, [lead.custom])\n const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n const editProfile = <K extends keyof ProfileDraft>(key: K, value: ProfileDraft[K]) => {\n setProfile((current) => ({ ...current, [key]: value }))\n setProfileDirty(true)\n }\n // A newer note from the server replaces an UNEDITED draft; an edited one is\n // the reader's, and the guard on save decides whether it may land.\n useEffect(() => {\n if (!notesDirty) setNotes(String(lead.notes ?? ''))\n }, [lead.notes, notesDirty])\n\n const write = async (fields: Record<string, unknown>, done: string) => {\n try {\n const ref = refFor()\n if (!ref) {\n enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n variant: 'warning',\n persist: false,\n })\n return\n }\n await updateDoc(ref, { ...fields, updatedAt: serverTimestamp() })\n enqueueSnackbar(done, { variant: 'success', persist: false })\n } catch (error) {\n enqueueSnackbar(\n error instanceof Error ? error.message : 'The lead could not be updated.',\n { variant: 'error' },\n )\n }\n }\n\n const saveNotes = async () => {\n setSavingNotes(true)\n const verdict = await writeGuardedBySeed(\n { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n () => write({ notes: notes.trim().slice(0, NOTES_MAX) }, 'Notes saved'),\n )\n setSavingNotes(false)\n if (!verdict.ok) {\n enqueueSnackbar(verdict.message ?? 'The notes could not be saved.', {\n variant: 'warning',\n })\n return\n }\n setNotesDirty(false)\n }\n\n /*\n * What Save is offered for: a profile field edited, or a custom value\n * that differs from the stored map. Touched-and-put-back does not count\n * — the draft keeps the key either way, and a Save that wrote nothing\n * would still bump `updatedAt`.\n */\n const dirty =\n profileDirty || crmCustomDraftChanges(storedCustom, custom).length > 0\n\n const saveProfile = async () => {\n const { patch, errors } = Aglyn.normalizeCrmLeadProfile({\n company: profile.company,\n jobTitle: profile.jobTitle,\n phone: profile.phone,\n website: profile.website,\n leadSource: profile.leadSource,\n tags: profile.tags,\n address: profile.address,\n })\n setProfileErrors(errors)\n if (Object.keys(errors).length) return\n /*\n * A required field the reader CLEARED is refused; one the lead has\n * always lacked is not this save's to demand, or a field added after\n * the lead was captured would block every later edit to its company.\n */\n const missing = crmCustomDraftMissingRequired(\n fields.active,\n storedCustom,\n custom,\n 'edit',\n )\n if (missing.length) {\n enqueueSnackbar(`${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`, {\n variant: 'warning',\n })\n return\n }\n setSavingProfile(true)\n const verdict = await writeGuardedBySeed(\n { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n () =>\n write(\n { ...profileWrite(patch), ...crmCustomDraftWrites(storedCustom, custom) },\n 'Lead saved',\n ),\n )\n setSavingProfile(false)\n if (!verdict.ok) {\n enqueueSnackbar(verdict.message ?? 'The lead could not be saved.', {\n variant: 'warning',\n })\n return\n }\n setProfileDirty(false)\n // The draft is spent: what it held is stored, and the controls read\n // the document again.\n setCustom({})\n }\n\n const consent = Aglyn.readMarketingBasis(lead, Aglyn.soloConsentGroup(hostId))\n const consentLine =\n consent.basis === 'granted'\n ? `Opted in to marketing${\n consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''\n }`\n : consent.basis === 'declined'\n ? 'Declined marketing'\n : 'No marketing consent recorded — this lead cannot be emailed marketing'\n\n return (\n <CrmRecordHeader\n kind=\"Lead\"\n title={String(lead['name'] || lead['email'] || leadId)}\n // The name is the heading; the address is the one line under it,\n // unless the address IS the name, in which case there is no second fact.\n subtitle={lead['name'] ? String(lead['email'] ?? '') : undefined}\n help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#working-a-lead-from-the-row' })}\n backHref={routes.section('leads')}\n backLabel=\"Back to leads\"\n // The booking door (AGL-2660), while the lead is still the record\n // being worked: once converted, the contact is where a meeting is\n // booked from, and the links below lead there.\n booking={converted ? undefined : { hostId, org, kind: 'lead', recordId: leadId }}\n actions={\n <>\n {converted ? null : erasurePending ? (\n <Tooltip title={CONVERT_PENDING_ERASURE_REASON}>\n {/* A disabled button receives no pointer events, so the\n tooltip anchors on the span around it. */}\n <span>\n <Button size=\"small\" variant=\"contained\" disabled>\n {'Convert'}\n </Button>\n </span>\n </Tooltip>\n ) : (\n <Button size=\"small\" variant=\"contained\" onClick={onConvert}>\n {'Convert'}\n </Button>\n )}\n {/* Dial the number the capture carried, and log the call (AGL-2661). */}\n <CrmCallButton\n hostId={hostId}\n org={org}\n link={{ leadId }}\n phone={leadPhone}\n />\n <CrmSendEmailButton\n hostId={hostId}\n leadId={leadId}\n email={String(lead['email'] ?? '')}\n name={String(lead['name'] ?? '')}\n emailState={emailState}\n />\n </>\n }\n menuItems={[\n ...(open\n ? [\n {\n key: 'unqualify',\n label: 'Unqualify',\n icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n destructive: true,\n onClick: onUnqualify,\n } satisfies RowActionsMenuItem,\n ]\n : []),\n ...extraMenuItems,\n ]}\n chips={\n <>\n <LeadStatusChip lead={lead} />\n {/* The verdict on the address (AGL-3245), beside the status: a\n bounce does not move New or Working, but it is the first\n thing a person deciding whether to write must see. */}\n <CrmEmailStateChip state={emailState} />\n <CrmRecordChip\n label=\"Owner\"\n value={lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined}\n />\n {extraChips}\n </>\n }\n >\n <Stack spacing={3}>\n {banner}\n {/*\n Only when the capture carried one (AGL-2661): the sign-up and\n booking doors write no phone, so a row for every lead would be a\n permanent blank. A form that captures one fills this.\n */}\n {leadPhone ? (\n <Fact label=\"Phone\">\n <CrmPhoneLink phone={leadPhone} />\n </Fact>\n ) : null}\n <Fact label=\"Marketing consent\">{consentLine}</Fact>\n <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n {converted ? (\n <Fact label=\"Status\">\n <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n <LeadStatusChip lead={lead} />\n <Typography variant=\"body2\" color=\"text.secondary\">\n {lead.convertedAtMs\n ? `Converted ${new Date(lead.convertedAtMs).toLocaleString()}`\n : 'Converted'}\n </Typography>\n </Stack>\n </Fact>\n ) : (\n <FormControl size=\"small\" sx={{ minWidth: 200 }}>\n <InputLabel id={statusLabelId}>{'Status'}</InputLabel>\n <Select\n labelId={statusLabelId}\n label=\"Status\"\n value={status === 'unqualified' ? 'unqualified' : status}\n onChange={(event) => {\n const next = String(event.target.value) as CrmLeadStatus\n if (next === 'unqualified') {\n onUnqualify()\n return\n }\n // Reopening drops the reason with the closed state: a lead\n // being worked again is not \"unqualified because …\".\n void write(\n {\n status: next,\n ...(status === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n },\n 'Status updated',\n )\n }}\n >\n <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n <MenuItem value=\"working\">{Aglyn.CRM_LEAD_STATUS_LABELS.working}</MenuItem>\n <MenuItem value=\"unqualified\">\n {`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}\n </MenuItem>\n </Select>\n </FormControl>\n )}\n <LeadOwnerSelect\n value={lead.ownerUid}\n roster={roster}\n fullWidth={false}\n onChange={(uid) =>\n void write({ ownerUid: uid || deleteField() }, uid ? 'Owner assigned' : 'Owner cleared')\n }\n />\n </Stack>\n {status === 'unqualified' && lead.unqualifiedReason ? (\n <Alert severity=\"info\">{`Unqualified: ${lead.unqualifiedReason}`}</Alert>\n ) : null}\n {converted ? (\n <Stack direction=\"row\" spacing={1} sx={{ flexWrap: 'wrap', rowGap: 1 }}>\n <Button\n component={AppLink as any}\n {...({ componentVariant: 'naked', nativeButton: false } as any)}\n href={routes.contact(String(lead.convertedContactId))}\n size=\"small\"\n variant=\"outlined\"\n >\n {'Open contact'}\n </Button>\n {lead.companyId ? (\n <Button\n component={AppLink as any}\n {...({ componentVariant: 'naked', nativeButton: false } as any)}\n href={routes.company(lead.companyId)}\n size=\"small\"\n variant=\"outlined\"\n >\n {'Open company'}\n </Button>\n ) : null}\n {lead.dealId ? (\n <Button\n component={AppLink as any}\n {...({ componentVariant: 'naked', nativeButton: false } as any)}\n href={routes.deal(lead.dealId)}\n size=\"small\"\n variant=\"outlined\"\n >\n {'Open deal'}\n </Button>\n ) : null}\n </Stack>\n ) : null}\n {/*\n The profile (AGL-3231): what Salesforce keeps on a lead and hands\n to the contact and the account on convert. Read-only once\n converted — the contact is the record then, and the links above\n lead there.\n */}\n <Stack spacing={2}>\n <Typography variant=\"subtitle2\">{'Profile'}</Typography>\n <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n <TextField\n size=\"small\"\n label=\"Company\"\n value={profile.company}\n onChange={(event) => editProfile('company', event.target.value)}\n disabled={converted}\n slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n fullWidth\n />\n <TextField\n size=\"small\"\n label=\"Job title\"\n value={profile.jobTitle}\n onChange={(event) => editProfile('jobTitle', event.target.value)}\n disabled={converted}\n slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n fullWidth\n />\n </Stack>\n <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n <TextField\n size=\"small\"\n label=\"Phone\"\n value={profile.phone}\n onChange={(event) => editProfile('phone', event.target.value)}\n disabled={converted}\n error={Boolean(profileErrors['phone'])}\n helperText={profileErrors['phone'] || 'With the country code, like +1 512 555 0107'}\n fullWidth\n />\n <TextField\n size=\"small\"\n label=\"Website\"\n value={profile.website}\n onChange={(event) => editProfile('website', event.target.value)}\n disabled={converted}\n error={Boolean(profileErrors['website'])}\n helperText={profileErrors['website'] || 'Like acme.com'}\n fullWidth\n />\n </Stack>\n <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n <TextField\n size=\"small\"\n label=\"Lead source\"\n value={profile.leadSource}\n onChange={(event) => editProfile('leadSource', event.target.value)}\n disabled={converted}\n slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n fullWidth\n />\n <TextField\n size=\"small\"\n label=\"Tags\"\n value={profile.tags}\n onChange={(event) => editProfile('tags', event.target.value)}\n disabled={converted}\n helperText=\"Comma-separated\"\n fullWidth\n />\n </Stack>\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'Address'}\n </Typography>\n <ContactAddressFields\n value={profile.address}\n onChange={(next) => editProfile('address', next)}\n disabled={converted}\n />\n {/*\n The org's own lead fields (AGL-3272), under the profile because\n they describe the same record and save with it. A converted\n lead's are read-only with the rest of the card.\n */}\n {fields.active.length ? (\n <>\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'Custom fields'}\n </Typography>\n {fields.active.map((definition) => (\n <CrmCustomFieldControl\n key={definition.$id}\n definition={definition}\n value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n onChange={(value) =>\n setCustom((current) => ({ ...current, [definition.key]: value }))\n }\n disabled={converted || savingProfile}\n />\n ))}\n </>\n ) : null}\n {converted ? null : (\n <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n <Button\n size=\"small\"\n variant=\"contained\"\n onClick={() => void saveProfile()}\n disabled={!dirty || savingProfile}\n >\n {'Save'}\n </Button>\n </Stack>\n )}\n </Stack>\n <Stack spacing={1}>\n <TextField\n size=\"small\"\n label=\"Notes\"\n value={notes}\n onChange={(event) => {\n setNotes(event.target.value)\n setNotesDirty(true)\n }}\n multiline\n minRows={3}\n fullWidth\n slotProps={{ htmlInput: { maxLength: NOTES_MAX } }}\n />\n <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n <Button\n size=\"small\"\n variant=\"contained\"\n onClick={() => void saveNotes()}\n disabled={!notesDirty || savingNotes}\n >\n {'Save notes'}\n </Button>\n </Stack>\n </Stack>\n </Stack>\n </CrmRecordHeader>\n )\n}\nLeadPropertiesCard.displayName = 'LeadPropertiesCard'\n\nexport default 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{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n * http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type {\n AglynOrgBilling,\n ConsentGroup,\n CrmLeadFields,\n CrmLeadProfilePatch,\n CrmLeadStatus,\n} from '@aglyn/aglyn'\nimport { mdiAccountCancelOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n type FirestoreDocStatus,\n useFirestore,\n writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n Alert,\n Button,\n FormControl,\n InputLabel,\n MenuItem,\n Select,\n Stack,\n TextField,\n Tooltip,\n Typography,\n} from '@mui/material'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useId, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport {\n crmCustomDraftChanges,\n type CrmCustomDraft,\n crmCustomDraftMissingRequired,\n crmCustomDraftValue,\n crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n addressDraftFrom,\n ContactAddressFields,\n type AddressDraft,\n} from './contact-address-fields'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadStatusChip } from './lead-status-chip'\n\nconst NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX\nconst TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX\n\n/** The profile as the form holds it: every field a string, the address a draft. */\ninterface ProfileDraft {\n company: string\n jobTitle: string\n phone: string\n website: string\n leadSource: string\n tags: string\n address: AddressDraft\n}\n\n/** The stored profile as a draft the fields can edit. */\nfunction profileDraftFrom(lead: Record<string, unknown> & CrmLeadFields): ProfileDraft {\n return {\n company: String(lead.company ?? ''),\n jobTitle: String(lead.jobTitle ?? ''),\n phone: String(lead.phone ?? lead['phone'] ?? ''),\n website: String(lead.website ?? ''),\n leadSource: String(lead.leadSource ?? ''),\n tags: (lead.tags ?? []).join(', '),\n address: addressDraftFrom(lead.address ?? null),\n }\n}\n\n/** The patch as the document takes it: a cleared field is deleted, not blanked. */\nfunction profileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n const write: Record<string, unknown> = {}\n for (const [key, value] of Object.entries(patch)) {\n if (value === undefined) continue\n write[key] = value === null ? deleteField() : value\n }\n return write\n}\n\n/**\n * Why Convert is refused while an erasure waits on the person — the same\n * sentence shape the overflow's items carry, so the two read as one state.\n */\nexport const CONVERT_PENDING_ERASURE_REASON = 'An erasure is pending for this person'\n\n/** A label over a value — the record page's one row shape. */\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n return (\n <Stack spacing={0.25}>\n <Typography variant=\"caption\" color=\"text.secondary\">\n {props.label}\n </Typography>\n <Typography variant=\"body2\" component=\"div\">\n {props.children}\n </Typography>\n </Stack>\n )\n}\n\nexport interface LeadPropertiesCardProps {\n /**\n * The site this lead is acted on as — the mounted one, or at the\n * organization level the lead's own first capturing site (AGL-3278).\n * `null` for a lead no site has captured: the booking door, the call and\n * the email close, because each of them is one site's to offer.\n */\n hostId: string | null\n /**\n * The group the consent basis is read against (AGL-3278): the site's own\n * declared group, resolved by the page. Not `soloConsentGroup(hostId)`,\n * which is what this card used to spell and which cannot see a refusal\n * recorded against a sibling brand — three sites presenting as one sender\n * are one sender to the person unsubscribing from them.\n */\n consentGroup: ConsentGroup\n /**\n * The org the site belongs to, as the page already resolved it — the\n * custom lead fields are ORG-wide (AGL-3272), and a second lookup here\n * would be one more read per record page for an answer already in hand.\n */\n orgId: string | null\n leadId: string\n lead: Record<string, unknown> & CrmLeadFields\n leadStatus: FirestoreDocStatus\n /** The listener has not confirmed this document with the server yet. */\n fromCache: boolean\n basePath: string\n roster: OrgMemberOptions\n onConvert: () => void\n onUnqualify: () => void\n /**\n * Items the page adds to the overflow beside Unqualify — the privacy\n * erasure (AGL-2623) lives on the page, because it needs the workspace\n * role and the API, and this card owns the header it must appear in.\n */\n extraMenuItems?: RowActionsMenuItem[]\n /** What the page shows above the facts — the erasure-pending state. */\n banner?: React.ReactNode\n /**\n * Chips the page adds after the owner — the campaigns the lead is filed\n * under (AGL-3274), named from the containers the page reads once for\n * this header and the Campaigns card below it.\n */\n extraChips?: React.ReactNode\n /**\n * An erasure request is waiting on this person (AGL-2623). Convert stays\n * on the page but is refused with the reason, the way the overflow's items\n * are: a conversion filed now would reach the capture door only to be\n * refused there, and the lead itself goes when the request runs.\n */\n erasurePending?: boolean\n /**\n * The org the shell passed: the booking door reads whether the lead's site\n * runs Bookings and whether the plan is entitled to it (AGL-2660), and a\n * logged call reads the activity scope it belongs in (AGL-2661).\n */\n org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * What the team knows and decides about a lead: status, owner, notes, and\n * the identity and consent the capture recorded (AGL-2608).\n *\n * Status and owner are single-field client writes — the rules let a site\n * admin, editor or author update `hosts/{hostId}/leads`, and a one-field\n * `update` cannot roll anything else back. Notes are a text field seeded\n * from the document, so that save goes through `writeGuardedBySeed`: a draft\n * edited over a cached read would otherwise overwrite a newer note with an\n * older one plus a sentence.\n *\n * Converted leads are read-only here. Their status is the conversion, and\n * the actions become links to what the conversion made.\n */\nexport function LeadPropertiesCard(props: LeadPropertiesCardProps) {\n const {\n hostId,\n consentGroup,\n orgId,\n leadId,\n lead,\n leadStatus,\n fromCache,\n basePath,\n roster,\n onConvert,\n onUnqualify,\n extraMenuItems = [],\n banner,\n extraChips,\n erasurePending = false,\n org,\n } = props\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const routes = crmRoutes(basePath)\n /*\n * Built at USE, not at render (AGL-3275). A lead is an org row, so the org\n * has to be known to address one — and `orgId` is null while the lookup\n * settles. Composing a ref from that null throws during render, which the\n * page shows as a 500 rather than as a card still loading.\n */\n const refFor = () => (orgId ? doc(firestore, 'orgs', orgId, 'leads', leadId) : null)\n const status = Aglyn.crmLeadStatus(lead)\n const converted = Boolean(lead.convertedContactId)\n const open = Aglyn.isCrmLeadOpen(lead) && !converted\n // The last verdict on the address (AGL-3245), as the platform stamped it.\n const emailState = Aglyn.readEmailState(lead)\n /** What a capture that took a number left on the document (AGL-2661). */\n const leadPhone = String(lead['phone'] ?? '').trim()\n\n const [notes, setNotes] = useState(String(lead.notes ?? ''))\n // The label's id, so the status combobox is named \"Status\" rather than\n // after the status it shows — see `LeadOwnerSelect`.\n const statusLabelId = useId()\n const [notesDirty, setNotesDirty] = useState(false)\n const [savingNotes, setSavingNotes] = useState(false)\n /*\n * THE LEAD'S OWN PROFILE (AGL-3231) — company, title, phone, website,\n * address, tags, lead source — edited as one block with one Save, the\n * way the contact's Properties card saves. Seeded from the document and\n * guarded on save like the notes: a draft edited over a cached read must\n * not overwrite a newer profile with an older one.\n */\n const [profile, setProfile] = useState<ProfileDraft>(() => profileDraftFrom(lead))\n const [profileDirty, setProfileDirty] = useState(false)\n const [savingProfile, setSavingProfile] = useState(false)\n const [profileErrors, setProfileErrors] = useState<Record<string, string>>({})\n useEffect(() => {\n if (!profileDirty) setProfile(profileDraftFrom(lead))\n // The draft follows the document until it is edited; the fields are\n // read one by one so a change to any of them reseeds.\n }, [\n profileDirty,\n lead.company,\n lead.jobTitle,\n lead.phone,\n lead.website,\n lead.leadSource,\n lead.tags,\n lead.address,\n ])\n /*\n * THE ORG'S OWN LEAD FIELDS (AGL-3272), edited under the same Save as\n * the profile: one button over one card, so a person filling a lead in\n * does not have to find two.\n *\n * The draft holds only the keys the reader touched, and Save writes the\n * difference as dotted paths — a `custom` map written whole would take\n * out every key this card did not show, which is what a retired field's\n * values and an integration's writes sit under.\n */\n const fields = useContactFieldDefinitions(orgId, 'lead')\n const storedCustom = useMemo(() => lead.custom ?? {}, [lead.custom])\n const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n const editProfile = <K extends keyof ProfileDraft>(key: K, value: ProfileDraft[K]) => {\n setProfile((current) => ({ ...current, [key]: value }))\n setProfileDirty(true)\n }\n // A newer note from the server replaces an UNEDITED draft; an edited one is\n // the reader's, and the guard on save decides whether it may land.\n useEffect(() => {\n if (!notesDirty) setNotes(String(lead.notes ?? ''))\n }, [lead.notes, notesDirty])\n\n const write = async (fields: Record<string, unknown>, done: string) => {\n try {\n const ref = refFor()\n if (!ref) {\n enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n variant: 'warning',\n persist: false,\n })\n return\n }\n await updateDoc(ref, { ...fields, updatedAt: serverTimestamp() })\n enqueueSnackbar(done, { variant: 'success', persist: false })\n } catch (error) {\n enqueueSnackbar(\n error instanceof Error ? error.message : 'The lead could not be updated.',\n { variant: 'error' },\n )\n }\n }\n\n const saveNotes = async () => {\n setSavingNotes(true)\n const verdict = await writeGuardedBySeed(\n { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n () => write({ notes: notes.trim().slice(0, NOTES_MAX) }, 'Notes saved'),\n )\n setSavingNotes(false)\n if (!verdict.ok) {\n enqueueSnackbar(verdict.message ?? 'The notes could not be saved.', {\n variant: 'warning',\n })\n return\n }\n setNotesDirty(false)\n }\n\n /*\n * What Save is offered for: a profile field edited, or a custom value\n * that differs from the stored map. Touched-and-put-back does not count\n * — the draft keeps the key either way, and a Save that wrote nothing\n * would still bump `updatedAt`.\n */\n const dirty =\n profileDirty || crmCustomDraftChanges(storedCustom, custom).length > 0\n\n const saveProfile = async () => {\n const { patch, errors } = Aglyn.normalizeCrmLeadProfile({\n company: profile.company,\n jobTitle: profile.jobTitle,\n phone: profile.phone,\n website: profile.website,\n leadSource: profile.leadSource,\n tags: profile.tags,\n address: profile.address,\n })\n setProfileErrors(errors)\n if (Object.keys(errors).length) return\n /*\n * A required field the reader CLEARED is refused; one the lead has\n * always lacked is not this save's to demand, or a field added after\n * the lead was captured would block every later edit to its company.\n */\n const missing = crmCustomDraftMissingRequired(\n fields.active,\n storedCustom,\n custom,\n 'edit',\n )\n if (missing.length) {\n enqueueSnackbar(`${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`, {\n variant: 'warning',\n })\n return\n }\n setSavingProfile(true)\n const verdict = await writeGuardedBySeed(\n { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n () =>\n write(\n { ...profileWrite(patch), ...crmCustomDraftWrites(storedCustom, custom) },\n 'Lead saved',\n ),\n )\n setSavingProfile(false)\n if (!verdict.ok) {\n enqueueSnackbar(verdict.message ?? 'The lead could not be saved.', {\n variant: 'warning',\n })\n return\n }\n setProfileDirty(false)\n // The draft is spent: what it held is stored, and the controls read\n // the document again.\n setCustom({})\n }\n\n const consent = Aglyn.readMarketingBasis(lead, consentGroup)\n const consentLine =\n consent.basis === 'granted'\n ? `Opted in to marketing${\n consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''\n }`\n : consent.basis === 'declined'\n ? 'Declined marketing'\n : 'No marketing consent recorded — this lead cannot be emailed marketing'\n\n return (\n <CrmRecordHeader\n kind=\"Lead\"\n title={String(lead['name'] || lead['email'] || leadId)}\n // The name is the heading; the address is the one line under it,\n // unless the address IS the name, in which case there is no second fact.\n subtitle={lead['name'] ? String(lead['email'] ?? '') : undefined}\n help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#working-a-lead-from-the-row' })}\n backHref={routes.section('leads')}\n backLabel=\"Back to leads\"\n // The booking door (AGL-2660), while the lead is still the record\n // being worked: once converted, the contact is where a meeting is\n // booked from, and the links below lead there.\n booking={converted ? undefined : { hostId, org, kind: 'lead', recordId: leadId }}\n actions={\n <>\n {converted ? null : erasurePending ? (\n <Tooltip title={CONVERT_PENDING_ERASURE_REASON}>\n {/* A disabled button receives no pointer events, so the\n tooltip anchors on the span around it. */}\n <span>\n <Button size=\"small\" variant=\"contained\" disabled>\n {'Convert'}\n </Button>\n </span>\n </Tooltip>\n ) : (\n <Button size=\"small\" variant=\"contained\" onClick={onConvert}>\n {'Convert'}\n </Button>\n )}\n {/* Dial the number the capture carried, and log the call (AGL-2661). */}\n <CrmCallButton\n hostId={hostId}\n org={org}\n link={{ leadId }}\n phone={leadPhone}\n />\n <CrmSendEmailButton\n hostId={hostId}\n leadId={leadId}\n email={String(lead['email'] ?? '')}\n name={String(lead['name'] ?? '')}\n emailState={emailState}\n />\n </>\n }\n menuItems={[\n ...(open\n ? [\n {\n key: 'unqualify',\n label: 'Unqualify',\n icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n destructive: true,\n onClick: onUnqualify,\n } satisfies RowActionsMenuItem,\n ]\n : []),\n ...extraMenuItems,\n ]}\n chips={\n <>\n <LeadStatusChip lead={lead} />\n {/* The verdict on the address (AGL-3245), beside the status: a\n bounce does not move New or Working, but it is the first\n thing a person deciding whether to write must see. */}\n <CrmEmailStateChip state={emailState} />\n <CrmRecordChip\n label=\"Owner\"\n value={lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined}\n />\n {extraChips}\n </>\n }\n >\n <Stack spacing={3}>\n {banner}\n {/*\n Only when the capture carried one (AGL-2661): the sign-up and\n booking doors write no phone, so a row for every lead would be a\n permanent blank. A form that captures one fills this.\n */}\n {leadPhone ? (\n <Fact label=\"Phone\">\n <CrmPhoneLink phone={leadPhone} />\n </Fact>\n ) : null}\n <Fact label=\"Marketing consent\">{consentLine}</Fact>\n <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n {converted ? (\n <Fact label=\"Status\">\n <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n <LeadStatusChip lead={lead} />\n <Typography variant=\"body2\" color=\"text.secondary\">\n {lead.convertedAtMs\n ? `Converted ${new Date(lead.convertedAtMs).toLocaleString()}`\n : 'Converted'}\n </Typography>\n </Stack>\n </Fact>\n ) : (\n <FormControl size=\"small\" sx={{ minWidth: 200 }}>\n <InputLabel id={statusLabelId}>{'Status'}</InputLabel>\n <Select\n labelId={statusLabelId}\n label=\"Status\"\n value={status === 'unqualified' ? 'unqualified' : status}\n onChange={(event) => {\n const next = String(event.target.value) as CrmLeadStatus\n if (next === 'unqualified') {\n onUnqualify()\n return\n }\n // Reopening drops the reason with the closed state: a lead\n // being worked again is not \"unqualified because …\".\n void write(\n {\n status: next,\n ...(status === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n },\n 'Status updated',\n )\n }}\n >\n <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n <MenuItem value=\"working\">{Aglyn.CRM_LEAD_STATUS_LABELS.working}</MenuItem>\n <MenuItem value=\"unqualified\">\n {`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}\n </MenuItem>\n </Select>\n </FormControl>\n )}\n <LeadOwnerSelect\n value={lead.ownerUid}\n roster={roster}\n fullWidth={false}\n onChange={(uid) =>\n void write({ ownerUid: uid || deleteField() }, uid ? 'Owner assigned' : 'Owner cleared')\n }\n />\n </Stack>\n {status === 'unqualified' && lead.unqualifiedReason ? (\n <Alert severity=\"info\">{`Unqualified: ${lead.unqualifiedReason}`}</Alert>\n ) : null}\n {converted ? (\n <Stack direction=\"row\" spacing={1} sx={{ flexWrap: 'wrap', rowGap: 1 }}>\n <Button\n component={AppLink as any}\n {...({ componentVariant: 'naked', nativeButton: false } as any)}\n href={routes.contact(String(lead.convertedContactId))}\n size=\"small\"\n variant=\"outlined\"\n >\n {'Open contact'}\n </Button>\n {lead.companyId ? (\n <Button\n component={AppLink as any}\n {...({ componentVariant: 'naked', nativeButton: false } as any)}\n href={routes.company(lead.companyId)}\n size=\"small\"\n variant=\"outlined\"\n >\n {'Open company'}\n </Button>\n ) : null}\n {lead.dealId ? (\n <Button\n component={AppLink as any}\n {...({ componentVariant: 'naked', nativeButton: false } as any)}\n href={routes.deal(lead.dealId)}\n size=\"small\"\n variant=\"outlined\"\n >\n {'Open deal'}\n </Button>\n ) : null}\n </Stack>\n ) : null}\n {/*\n The profile (AGL-3231): what Salesforce keeps on a lead and hands\n to the contact and the account on convert. Read-only once\n converted — the contact is the record then, and the links above\n lead there.\n */}\n <Stack spacing={2}>\n <Typography variant=\"subtitle2\">{'Profile'}</Typography>\n <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n <TextField\n size=\"small\"\n label=\"Company\"\n value={profile.company}\n onChange={(event) => editProfile('company', event.target.value)}\n disabled={converted}\n slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n fullWidth\n />\n <TextField\n size=\"small\"\n label=\"Job title\"\n value={profile.jobTitle}\n onChange={(event) => editProfile('jobTitle', event.target.value)}\n disabled={converted}\n slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n fullWidth\n />\n </Stack>\n <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n <TextField\n size=\"small\"\n label=\"Phone\"\n value={profile.phone}\n onChange={(event) => editProfile('phone', event.target.value)}\n disabled={converted}\n error={Boolean(profileErrors['phone'])}\n helperText={profileErrors['phone'] || 'With the country code, like +1 512 555 0107'}\n fullWidth\n />\n <TextField\n size=\"small\"\n label=\"Website\"\n value={profile.website}\n onChange={(event) => editProfile('website', event.target.value)}\n disabled={converted}\n error={Boolean(profileErrors['website'])}\n helperText={profileErrors['website'] || 'Like acme.com'}\n fullWidth\n />\n </Stack>\n <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n <TextField\n size=\"small\"\n label=\"Lead source\"\n value={profile.leadSource}\n onChange={(event) => editProfile('leadSource', event.target.value)}\n disabled={converted}\n slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n fullWidth\n />\n <TextField\n size=\"small\"\n label=\"Tags\"\n value={profile.tags}\n onChange={(event) => editProfile('tags', event.target.value)}\n disabled={converted}\n helperText=\"Comma-separated\"\n fullWidth\n />\n </Stack>\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'Address'}\n </Typography>\n <ContactAddressFields\n value={profile.address}\n onChange={(next) => editProfile('address', next)}\n disabled={converted}\n />\n {/*\n The org's own lead fields (AGL-3272), under the profile because\n they describe the same record and save with it. A converted\n lead's are read-only with the rest of the card.\n */}\n {fields.active.length ? (\n <>\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'Custom fields'}\n </Typography>\n {fields.active.map((definition) => (\n <CrmCustomFieldControl\n key={definition.$id}\n definition={definition}\n value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n onChange={(value) =>\n setCustom((current) => ({ ...current, [definition.key]: value }))\n }\n disabled={converted || savingProfile}\n />\n ))}\n </>\n ) : null}\n {converted ? null : (\n <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n <Button\n size=\"small\"\n variant=\"contained\"\n onClick={() => void saveProfile()}\n disabled={!dirty || savingProfile}\n >\n {'Save'}\n </Button>\n </Stack>\n )}\n </Stack>\n <Stack spacing={1}>\n <TextField\n size=\"small\"\n label=\"Notes\"\n value={notes}\n onChange={(event) => {\n setNotes(event.target.value)\n setNotesDirty(true)\n }}\n multiline\n minRows={3}\n fullWidth\n slotProps={{ htmlInput: { maxLength: NOTES_MAX } }}\n />\n <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n <Button\n size=\"small\"\n variant=\"contained\"\n onClick={() => void saveNotes()}\n disabled={!notesDirty || savingNotes}\n >\n {'Save notes'}\n </Button>\n </Stack>\n </Stack>\n </Stack>\n </CrmRecordHeader>\n )\n}\nLeadPropertiesCard.displayName = 'LeadPropertiesCard'\n\nexport default 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@@ -3,7 +3,12 @@ export declare const UNQUALIFY_REASON_MAX = 500;
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3
3
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export interface LeadUnqualifyDialogProps {
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4
4
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open: boolean;
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5
5
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onClose: () => void;
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6
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-
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6
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+
/**
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7
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+
* The lead's own site, or `null` at the organization level (AGL-3278).
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8
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* The write is an org-scoped one-field update; the site is read for the
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9
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* org root, which the mount answers without one.
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10
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+
*/
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+
hostId: string | null;
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12
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leadId: string;
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8
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/** How the lead reads in the title — its name, else its address. */
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leadLabel: string;
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@@ -1 +1 @@
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1
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-
{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-unqualify-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n * http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { CrmLeadFields } from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n Button,\n Dialog,\n DialogActions,\n DialogContent,\n DialogContentText,\n DialogTitle,\n TextField,\n} from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\n\n/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */\nexport const UNQUALIFY_REASON_MAX = 500\nconst REASON_MAX = UNQUALIFY_REASON_MAX\n\nexport interface LeadUnqualifyDialogProps {\n open: boolean\n onClose: () => void\n hostId: string\n leadId: string\n /** How the lead reads in the title — its name, else its address. */\n leadLabel: string\n}\n\n/**\n * Close a lead without converting it, with the reason why (AGL-2608).\n *\n * The reason is REQUIRED. An unqualified lead with no reason is a row that\n * says only \"somebody gave up\", and the one thing a report on lost leads\n * wants to count is why. A client-direct write: `hosts/{hostId}/leads` is\n * not in the catch-all's update exclusions, so a site admin, editor or\n * author may update it, and nothing here needs the server.\n */\nexport function LeadUnqualifyDialog(props: LeadUnqualifyDialogProps) {\n const { open, onClose, hostId, leadId, leadLabel } = props\n // The lead's collection is the org's now (AGL-3275); the site still names\n // the surface, and the scope hook resolves the org from it.\n const { orgId } = useCrmScope({ hostId })\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const [reason, setReason] = useState('')\n const [busy, setBusy] = useState(false)\n\n useEffect(() => {\n if (open) setReason('')\n }, [open])\n\n const submit = async () => {\n const trimmed = reason.trim()\n if (!trimmed) return\n if (!orgId) {\n enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n variant: 'warning',\n persist: false,\n })\n return\n }\n setBusy(true)\n try {\n const fields: Required<Pick<CrmLeadFields, 'status' | 'unqualifiedReason'>> = {\n status: 'unqualified',\n unqualifiedReason: trimmed.slice(0, REASON_MAX),\n }\n await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n ...fields,\n updatedAt: serverTimestamp(),\n })\n enqueueSnackbar('Lead marked unqualified', { variant: 'success', persist: false })\n onClose()\n } catch (error) {\n enqueueSnackbar(\n error instanceof Error ? error.message : 'The lead could not be updated.',\n { variant: 'error' },\n )\n } finally {\n setBusy(false)\n }\n }\n\n return (\n <Dialog open={open} onClose={onClose} maxWidth=\"xs\" fullWidth>\n <DialogTitle>{`Unqualify ${leadLabel}?`}</DialogTitle>\n <DialogContent>\n <DialogContentText sx={{ mb: 2 }}>\n {'The lead stays on file and drops out of the open list. Say why, ' +\n 'so the reason can be counted later.'}\n </DialogContentText>\n <TextField\n label=\"Reason\"\n value={reason}\n onChange={(event) => setReason(event.target.value)}\n multiline\n minRows={2}\n fullWidth\n autoFocus\n slotProps={{ htmlInput: { maxLength: REASON_MAX } }}\n />\n </DialogContent>\n <DialogActions>\n <Button onClick={onClose} disabled={busy}>\n {'Cancel'}\n </Button>\n <Button\n variant=\"contained\"\n color=\"warning\"\n onClick={() => void submit()}\n disabled={busy || !reason.trim()}\n >\n {'Unqualify'}\n </Button>\n </DialogActions>\n </Dialog>\n )\n}\nLeadUnqualifyDialog.displayName = 'LeadUnqualifyDialog'\n\nexport default LeadUnqualifyDialog\n"],"names":["useSnackbar","useFirestore","Button","Dialog","DialogActions","DialogContent","DialogContentText","DialogTitle","TextField","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","UNQUALIFY_REASON_MAX","REASON_MAX","LeadUnqualifyDialog","props","open","onClose","hostId","leadId","leadLabel","orgId","firestore","enqueueSnackbar","reason","setReason","busy","setBusy","submit","trimmed","trim","variant","persist","fields","status","unqualifiedReason","slice","updatedAt","error","Error","message","maxWidth","fullWidth","sx","mb","label","value","onChange","event","target","multiline","minRows","autoFocus","slotProps","htmlInput","maxLength","onClick","disabled","color","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAGA,SAASA,WAAW,QAAQ,8BAA6B;AACzD,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SACEC,MAAM,EACNC,MAAM,EACNC,aAAa,EACbC,aAAa,EACbC,iBAAiB,EACjBC,WAAW,EACXC,SAAS,QACJ,gBAAe;AACtB,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AAEpD,0FAA0F,GAC1F,OAAO,MAAMC,uBAAuB,IAAG;AACvC,MAAMC,aAAaD;
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{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-unqualify-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n * http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { CrmLeadFields } from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n Button,\n Dialog,\n DialogActions,\n DialogContent,\n DialogContentText,\n DialogTitle,\n TextField,\n} from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\n\n/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */\nexport const UNQUALIFY_REASON_MAX = 500\nconst REASON_MAX = UNQUALIFY_REASON_MAX\n\nexport interface LeadUnqualifyDialogProps {\n open: boolean\n onClose: () => void\n /**\n * The lead's own site, or `null` at the organization level (AGL-3278).\n * The write is an org-scoped one-field update; the site is read for the\n * org root, which the mount answers without one.\n */\n hostId: string | null\n leadId: string\n /** How the lead reads in the title — its name, else its address. */\n leadLabel: string\n}\n\n/**\n * Close a lead without converting it, with the reason why (AGL-2608).\n *\n * The reason is REQUIRED. An unqualified lead with no reason is a row that\n * says only \"somebody gave up\", and the one thing a report on lost leads\n * wants to count is why. A client-direct write: `hosts/{hostId}/leads` is\n * not in the catch-all's update exclusions, so a site admin, editor or\n * author may update it, and nothing here needs the server.\n */\nexport function LeadUnqualifyDialog(props: LeadUnqualifyDialogProps) {\n const { open, onClose, hostId, leadId, leadLabel } = props\n // The lead's collection is the org's now (AGL-3275); the site still names\n // the surface, and the scope hook resolves the org from it.\n const { orgId } = useCrmScope({ hostId })\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const [reason, setReason] = useState('')\n const [busy, setBusy] = useState(false)\n\n useEffect(() => {\n if (open) setReason('')\n }, [open])\n\n const submit = async () => {\n const trimmed = reason.trim()\n if (!trimmed) return\n if (!orgId) {\n enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n variant: 'warning',\n persist: false,\n })\n return\n }\n setBusy(true)\n try {\n const fields: Required<Pick<CrmLeadFields, 'status' | 'unqualifiedReason'>> = {\n status: 'unqualified',\n unqualifiedReason: trimmed.slice(0, REASON_MAX),\n }\n await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n ...fields,\n updatedAt: serverTimestamp(),\n })\n enqueueSnackbar('Lead marked unqualified', { variant: 'success', persist: false })\n onClose()\n } catch (error) {\n enqueueSnackbar(\n error instanceof Error ? error.message : 'The lead could not be updated.',\n { variant: 'error' },\n )\n } finally {\n setBusy(false)\n }\n }\n\n return (\n <Dialog open={open} onClose={onClose} maxWidth=\"xs\" fullWidth>\n <DialogTitle>{`Unqualify ${leadLabel}?`}</DialogTitle>\n <DialogContent>\n <DialogContentText sx={{ mb: 2 }}>\n {'The lead stays on file and drops out of the open list. Say why, ' +\n 'so the reason can be counted later.'}\n </DialogContentText>\n <TextField\n label=\"Reason\"\n value={reason}\n onChange={(event) => setReason(event.target.value)}\n multiline\n minRows={2}\n fullWidth\n autoFocus\n slotProps={{ htmlInput: { maxLength: REASON_MAX } }}\n />\n </DialogContent>\n <DialogActions>\n <Button onClick={onClose} disabled={busy}>\n {'Cancel'}\n </Button>\n <Button\n variant=\"contained\"\n color=\"warning\"\n onClick={() => void submit()}\n disabled={busy || !reason.trim()}\n >\n {'Unqualify'}\n </Button>\n </DialogActions>\n </Dialog>\n )\n}\nLeadUnqualifyDialog.displayName = 'LeadUnqualifyDialog'\n\nexport default LeadUnqualifyDialog\n"],"names":["useSnackbar","useFirestore","Button","Dialog","DialogActions","DialogContent","DialogContentText","DialogTitle","TextField","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","UNQUALIFY_REASON_MAX","REASON_MAX","LeadUnqualifyDialog","props","open","onClose","hostId","leadId","leadLabel","orgId","firestore","enqueueSnackbar","reason","setReason","busy","setBusy","submit","trimmed","trim","variant","persist","fields","status","unqualifiedReason","slice","updatedAt","error","Error","message","maxWidth","fullWidth","sx","mb","label","value","onChange","event","target","multiline","minRows","autoFocus","slotProps","htmlInput","maxLength","onClick","disabled","color","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAGA,SAASA,WAAW,QAAQ,8BAA6B;AACzD,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SACEC,MAAM,EACNC,MAAM,EACNC,aAAa,EACbC,aAAa,EACbC,iBAAiB,EACjBC,WAAW,EACXC,SAAS,QACJ,gBAAe;AACtB,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AAEpD,0FAA0F,GAC1F,OAAO,MAAMC,uBAAuB,IAAG;AACvC,MAAMC,aAAaD;AAgBnB;;;;;;;;CAQC,GACD,OAAO,SAASE,oBAAoBC,KAA+B;IACjE,MAAM,EAAEC,IAAI,EAAEC,OAAO,EAAEC,MAAM,EAAEC,MAAM,EAAEC,SAAS,EAAE,GAAGL;IACrD,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEM,KAAK,EAAE,GAAGV,YAAY;QAAEO;IAAO;IACvC,MAAMI,YAAYxB;IAClB,MAAM,EAAEyB,eAAe,EAAE,GAAG1B;IAC5B,MAAM,CAAC2B,QAAQC,UAAU,GAAGf,SAAS;IACrC,MAAM,CAACgB,MAAMC,QAAQ,GAAGjB,SAAS;IAEjCD,UAAU;QACR,IAAIO,MAAMS,UAAU;IACtB,GAAG;QAACT;KAAK;IAET,MAAMY,SAAS;QACb,MAAMC,UAAUL,OAAOM,IAAI;QAC3B,IAAI,CAACD,SAAS;QACd,IAAI,CAACR,OAAO;YACVE,gBAAgB,yDAAyD;gBACvEQ,SAAS;gBACTC,SAAS;YACX;YACA;QACF;QACAL,QAAQ;QACR,IAAI;YACF,MAAMM,SAAwE;gBAC5EC,QAAQ;gBACRC,mBAAmBN,QAAQO,KAAK,CAAC,GAAGvB;YACtC;YACA,MAAML,UAAUF,IAAIgB,WAAW,QAAQD,OAAO,SAASF,SAAS,aAC3Dc;gBACHI,WAAW9B;;YAEbgB,gBAAgB,2BAA2B;gBAAEQ,SAAS;gBAAWC,SAAS;YAAM;YAChFf;QACF,EAAE,OAAOqB,OAAO;YACdf,gBACEe,iBAAiBC,QAAQD,MAAME,OAAO,GAAG,kCACzC;gBAAET,SAAS;YAAQ;QAEvB,SAAU;YACRJ,QAAQ;QACV;IACF;IAEA,qBACE,MAAC3B;QAAOgB,MAAMA;QAAMC,SAASA;QAASwB,UAAS;QAAKC,SAAS;;0BAC3D,KAACtC;0BAAa,CAAC,UAAU,EAAEgB,UAAU,CAAC,CAAC;;0BACvC,MAAClB;;kCACC,KAACC;wBAAkBwC,IAAI;4BAAEC,IAAI;wBAAE;kCAC5B,qEACC;;kCAEJ,KAACvC;wBACCwC,OAAM;wBACNC,OAAOtB;wBACPuB,UAAU,CAACC,QAAUvB,UAAUuB,MAAMC,MAAM,CAACH,KAAK;wBACjDI,SAAS;wBACTC,SAAS;wBACTT,SAAS;wBACTU,SAAS;wBACTC,WAAW;4BAAEC,WAAW;gCAAEC,WAAW1C;4BAAW;wBAAE;;;;0BAGtD,MAACZ;;kCACC,KAACF;wBAAOyD,SAASvC;wBAASwC,UAAU/B;kCACjC;;kCAEH,KAAC3B;wBACCgC,SAAQ;wBACR2B,OAAM;wBACNF,SAAS,IAAM,KAAK5B;wBACpB6B,UAAU/B,QAAQ,CAACF,OAAOM,IAAI;kCAE7B;;;;;;AAKX;AACAhB,oBAAoB6C,WAAW,GAAG;AAElC,eAAe7C,oBAAmB"}
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@@ -97,7 +97,7 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
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* read. The per-site notes — which of a site's forms file a lead — belong to
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const { hostId, org, basePath } = props;
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const firestore = useFirestore();
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/*#__PURE__*/ _jsx(LeadUnqualifyDialog, {
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leadId: (_ref = unqualifying == null ? void 0 : unqualifying.leadId) != null ? _ref : '',
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leadLabel: String((unqualifying == null ? void 0 : unqualifying['name']) || (unqualifying == null ? void 0 : unqualifying['email']) || '')
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leadId: (_ref1 = converting == null ? void 0 : converting.leadId) != null ? _ref1 : '',
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