@aglyn/plugins-crm 1.0.0-beta.178 → 1.0.0-beta.180

package/src/lib/components/lead-import-drawer.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-import-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\n/**\n * IMPORTING A LEADS FILE — the lead vocabulary over the shared drawer\n * (AGL-2701).\n *\n * The server half is `server/leads-import.ts`. What is particular to\n * leads: the address is the one cell every row needs AND the document's\n * id, so a row is merged onto the person the site already holds rather\n * than filed twice; the file may set only the team's working state, since\n * the capture history is the capture door's; and there is no consent\n * column, because a spreadsheet is not a checkbox somebody ticked.\n *\n * ## The site is the whole scope, so the picker is the whole question\n *\n * A lead lives under `hosts/{hostId}/leads` and is private to that site by\n * path. At the organization level there is therefore no site to fall back\n * on and no scope token that could stand in for one, so the shared\n * drawer's site picker is not a convenience here — it is the only thing\n * that says where the file lands, and the import stays held until it is\n * answered.\n */\n\nimport { normalizeContactEmail, pluginDocsHelp } from '@aglyn/aglyn'\nimport {\n  LEAD_IMPORT_CHUNK_SIZE,\n  LEAD_IMPORT_FIELD_LABELS,\n  LEAD_IMPORT_FIELDS,\n  LEAD_IMPORT_MAX_ROWS,\n  LEAD_IMPORT_PREVIEW_ROWS,\n  LEAD_IMPORT_SKIP_LABELS,\n  type LeadImportField,\n  type LeadImportRawRow,\n  type LeadImportSkippedRow,\n  emptyLeadImportResult,\n  guessLeadImportMapping,\n  leadImportSkippedCsv,\n  mapLeadImportRow,\n  mergeLeadImportResults,\n} from '../model/crm-lead-import'\nimport { leadsCsv } from '../model/leads-csv'\nimport {\n  CsvImportButton,\n  CsvImportDrawer,\n  type CsvImportVocabulary,\n} from './csv-import-drawer'\n\n/** The browser-side address of the route one chunk is posted to. */\nexport const LEADS_IMPORT_URL = '/api/crm/leads-import'\n\n/** Built once: nothing in it depends on a render. */\nexport const LEAD_IMPORT_VOCABULARY: CsvImportVocabulary<\n  LeadImportField,\n  LeadImportRawRow & Record<string, unknown>,\n  LeadImportSkippedRow\n> = {\n  title: 'Import leads from CSV',\n  collection: 'leads',\n  help: pluginDocsHelp('crmLeads', { anchor: '#import-from-csv' }),\n  sitePickerHelperText:\n    'The site these leads are filed under — a lead is private to one site, ' +\n    'and this is the site that will hold them.',\n  intro:\n    'A CSV with a header row. Match its columns to lead fields below, check ' +\n    'the preview, then import. A person this site has already met is ' +\n    'updated rather than added twice. Nobody is emailed, and no marketing ' +\n    'consent is recorded — a file is not a checkbox somebody ticked, so an ' +\n    'imported lead can be mailed only if this site already holds a consent ' +\n    `for them. Up to ${LEAD_IMPORT_MAX_ROWS.toLocaleString()} rows per file ` +\n    '— split a larger one.',\n  fields: LEAD_IMPORT_FIELDS,\n  fieldLabels: LEAD_IMPORT_FIELD_LABELS,\n  requiredField: 'email',\n  requiredWarning:\n    'Choose which column holds the email address. It is the one field every ' +\n    'row needs, and it is what tells one lead from another.',\n  unusable: (cell) => !normalizeContactEmail(cell),\n  unusableNotice: (count, total) =>\n    `${count.toLocaleString()} of ${total.toLocaleString()} rows have no ` +\n    'usable email address and will be skipped. You can download them after ' +\n    'the import.',\n  guessMapping: guessLeadImportMapping,\n  mapRow: (cells, mapping) =>\n    mapLeadImportRow(cells, mapping) as LeadImportRawRow & Record<string, unknown>,\n  route: LEADS_IMPORT_URL,\n  maxRows: LEAD_IMPORT_MAX_ROWS,\n  chunkSize: LEAD_IMPORT_CHUNK_SIZE,\n  previewRows: LEAD_IMPORT_PREVIEW_ROWS,\n  emptyResult: emptyLeadImportResult,\n  mergeResults: mergeLeadImportResults,\n  skipLabels: LEAD_IMPORT_SKIP_LABELS,\n  skippedCsv: leadImportSkippedCsv,\n  skippedFileName: 'skipped-leads.csv',\n  // The export's own header over no rows, so an export re-imports as is —\n  // the columns a file cannot set land on \"Do not import\".\n  templateCsv: () => leadsCsv([]),\n  templateFileName: 'leads-template.csv',\n}\n\nexport interface LeadImportDrawerProps {\n  open: boolean\n  onClose: () => void\n  /** The site the file is filed under, or `null` at the organization level. */\n  hostId: string | null\n}\n\nexport function LeadImportDrawer(props: LeadImportDrawerProps) {\n  const { open, onClose, hostId } = props\n  return (\n    <CsvImportDrawer\n      open={open}\n      onClose={onClose}\n      hostId={hostId}\n      vocabulary={LEAD_IMPORT_VOCABULARY}\n    />\n  )\n}\nLeadImportDrawer.displayName = 'LeadImportDrawer'\n\n/** The \"Import CSV\" action on the leads list, with the drawer it opens. */\nexport function LeadImportButton(props: { hostId: string | null }) {\n  const { hostId } = props\n  return (\n    <CsvImportButton>\n      {(open, onClose) => <LeadImportDrawer open={open} onClose={onClose} hostId={hostId} />}\n    </CsvImportButton>\n  )\n}\nLeadImportButton.displayName = 'LeadImportButton'\n\nexport default LeadImportDrawer\n"],"names":["normalizeContactEmail","pluginDocsHelp","LEAD_IMPORT_CHUNK_SIZE","LEAD_IMPORT_FIELD_LABELS","LEAD_IMPORT_FIELDS","LEAD_IMPORT_MAX_ROWS","LEAD_IMPORT_PREVIEW_ROWS","LEAD_IMPORT_SKIP_LABELS","emptyLeadImportResult","guessLeadImportMapping","leadImportSkippedCsv","mapLeadImportRow","mergeLeadImportResults","leadsCsv","CsvImportButton","CsvImportDrawer","LEADS_IMPORT_URL","LEAD_IMPORT_VOCABULARY","title","collection","help","anchor","sitePickerHelperText","intro","toLocaleString","fields","fieldLabels","requiredField","requiredWarning","unusable","cell","unusableNotice","count","total","guessMapping","mapRow","cells","mapping","route","maxRows","chunkSize","previewRows","emptyResult","mergeResults","skipLabels","skippedCsv","skippedFileName","templateCsv","templateFileName","LeadImportDrawer","props","open","onClose","hostId","vocabulary","displayName","LeadImportButton"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA;;;;;;;;;;;;;;;;;;;CAmBC,GAED,SAASA,qBAAqB,EAAEC,cAAc,QAAQ,eAAc;AACpE,SACEC,sBAAsB,EACtBC,wBAAwB,EACxBC,kBAAkB,EAClBC,oBAAoB,EACpBC,wBAAwB,EACxBC,uBAAuB,EAIvBC,qBAAqB,EACrBC,sBAAsB,EACtBC,oBAAoB,EACpBC,gBAAgB,EAChBC,sBAAsB,QACjB,8BAA0B;AACjC,SAASC,QAAQ,QAAQ,wBAAoB;AAC7C,SACEC,eAAe,EACfC,eAAe,QAEV,yBAAqB;AAE5B,kEAAkE,GAClE,OAAO,MAAMC,mBAAmB,wBAAuB;AAEvD,mDAAmD,GACnD,OAAO,MAAMC,yBAIT;IACFC,OAAO;IACPC,YAAY;IACZC,MAAMnB,eAAe,YAAY;QAAEoB,QAAQ;IAAmB;IAC9DC,sBACE,2EACA;IACFC,OACE,4EACA,qEACA,0EACA,2EACA,2EACA,CAAC,gBAAgB,EAAElB,qBAAqBmB,cAAc,GAAG,eAAe,CAAC,GACzE;IACFC,QAAQrB;IACRsB,aAAavB;IACbwB,eAAe;IACfC,iBACE,4EACA;IACFC,UAAU,CAACC,OAAS,CAAC9B,sBAAsB8B;IAC3CC,gBAAgB,CAACC,OAAOC,QACtB,GAAGD,MAAMR,cAAc,GAAG,IAAI,EAAES,MAAMT,cAAc,GAAG,cAAc,CAAC,GACtE,2EACA;IACFU,cAAczB;IACd0B,QAAQ,CAACC,OAAOC,UACd1B,iBAAiByB,OAAOC;IAC1BC,OAAOtB;IACPuB,SAASlC;IACTmC,WAAWtC;IACXuC,aAAanC;IACboC,aAAalC;IACbmC,cAAc/B;IACdgC,YAAYrC;IACZsC,YAAYnC;IACZoC,iBAAiB;IACjB,wEAAwE;IACxE,yDAAyD;IACzDC,aAAa,IAAMlC,SAAS,EAAE;IAC9BmC,kBAAkB;AACpB,EAAC;AASD,OAAO,SAASC,iBAAiBC,KAA4B;IAC3D,MAAM,EAAEC,IAAI,EAAEC,OAAO,EAAEC,MAAM,EAAE,GAAGH;IAClC,qBACE,KAACnC;QACCoC,MAAMA;QACNC,SAASA;QACTC,QAAQA;QACRC,YAAYrC;;AAGlB;AACAgC,iBAAiBM,WAAW,GAAG;AAE/B,yEAAyE,GACzE,OAAO,SAASC,iBAAiBN,KAAgC;IAC/D,MAAM,EAAEG,MAAM,EAAE,GAAGH;IACnB,qBACE,KAACpC;kBACE,CAACqC,MAAMC,wBAAY,KAACH;gBAAiBE,MAAMA;gBAAMC,SAASA;gBAASC,QAAQA;;;AAGlF;AACAG,iBAAiBD,WAAW,GAAG;AAE/B,eAAeN,iBAAgB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-import-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\n/**\n * IMPORTING A LEADS FILE — the lead vocabulary over the shared drawer\n * (AGL-2701).\n *\n * The server half is `server/leads-import.ts`. What is particular to\n * leads: the address is the one cell every row needs AND the document's\n * id, so a row is merged onto the person the site already holds rather\n * than filed twice; the file may set only the team's working state, since\n * the capture history is the capture door's; and there is no consent\n * column, because a spreadsheet is not a checkbox somebody ticked.\n *\n * ## The site is the whole scope, so the picker is the whole question\n *\n * A lead lives under `hosts/{hostId}/leads` and is private to that site by\n * path. At the organization level there is therefore no site to fall back\n * on and no scope token that could stand in for one, so the shared\n * drawer's site picker is not a convenience here — it is the only thing\n * that says where the file lands, and the import stays held until it is\n * answered.\n */\n\nimport { crmLeadSourceRefusal, normalizeContactEmail, pluginDocsHelp } from '@aglyn/aglyn'\nimport { Alert } from '@mui/material'\nimport { useMemo } from 'react'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport {\n  LEAD_IMPORT_CHUNK_SIZE,\n  LEAD_IMPORT_FIELD_LABELS,\n  LEAD_IMPORT_FIELDS,\n  LEAD_IMPORT_MAX_ROWS,\n  LEAD_IMPORT_PREVIEW_ROWS,\n  LEAD_IMPORT_SKIP_LABELS,\n  type LeadImportField,\n  type LeadImportRawRow,\n  type LeadImportSkippedRow,\n  emptyLeadImportResult,\n  guessLeadImportMapping,\n  leadImportSkippedCsv,\n  leadImportUnknownLeadSources,\n  mapLeadImportRow,\n  mergeLeadImportResults,\n} from '../model/crm-lead-import'\nimport { leadsCsv } from '../model/leads-csv'\nimport {\n  CsvImportButton,\n  CsvImportDrawer,\n  type CsvImportVocabulary,\n} from './csv-import-drawer'\n\n/** The browser-side address of the route one chunk is posted to. */\nexport const LEADS_IMPORT_URL = '/api/crm/leads-import'\n\n/** Built once: nothing in it depends on a render. */\nexport const LEAD_IMPORT_VOCABULARY: CsvImportVocabulary<\n  LeadImportField,\n  LeadImportRawRow & Record<string, unknown>,\n  LeadImportSkippedRow\n> = {\n  title: 'Import leads from CSV',\n  collection: 'leads',\n  help: pluginDocsHelp('crmLeads', { anchor: '#import-from-csv' }),\n  sitePickerHelperText:\n    'The site these leads are filed under — a lead is private to one site, ' +\n    'and this is the site that will hold them.',\n  intro:\n    'A CSV with a header row. Match its columns to lead fields below, check ' +\n    'the preview, then import. A person this site has already met is ' +\n    'updated rather than added twice. Nobody is emailed, and no marketing ' +\n    'consent is recorded — a file is not a checkbox somebody ticked, so an ' +\n    'imported lead can be mailed only if this site already holds a consent ' +\n    `for them. Up to ${LEAD_IMPORT_MAX_ROWS.toLocaleString()} rows per file ` +\n    '— split a larger one.',\n  fields: LEAD_IMPORT_FIELDS,\n  fieldLabels: LEAD_IMPORT_FIELD_LABELS,\n  requiredField: 'email',\n  requiredWarning:\n    'Choose which column holds the email address. It is the one field every ' +\n    'row needs, and it is what tells one lead from another.',\n  unusable: (cell) => !normalizeContactEmail(cell),\n  unusableNotice: (count, total) =>\n    `${count.toLocaleString()} of ${total.toLocaleString()} rows have no ` +\n    'usable email address and will be skipped. You can download them after ' +\n    'the import.',\n  guessMapping: guessLeadImportMapping,\n  mapRow: (cells, mapping) =>\n    mapLeadImportRow(cells, mapping) as LeadImportRawRow & Record<string, unknown>,\n  route: LEADS_IMPORT_URL,\n  maxRows: LEAD_IMPORT_MAX_ROWS,\n  chunkSize: LEAD_IMPORT_CHUNK_SIZE,\n  previewRows: LEAD_IMPORT_PREVIEW_ROWS,\n  emptyResult: emptyLeadImportResult,\n  mergeResults: mergeLeadImportResults,\n  skipLabels: LEAD_IMPORT_SKIP_LABELS,\n  skippedCsv: leadImportSkippedCsv,\n  skippedFileName: 'skipped-leads.csv',\n  // The export's own header over no rows, so an export re-imports as is —\n  // the columns a file cannot set land on \"Do not import\".\n  templateCsv: () => leadsCsv([]),\n  templateFileName: 'leads-template.csv',\n}\n\nexport interface LeadImportDrawerProps {\n  open: boolean\n  onClose: () => void\n  /** The site the file is filed under, or `null` at the organization level. */\n  hostId: string | null\n  /** The org the lead source list is read from (AGL-3298); `null` while it settles. */\n  orgId?: string | null\n}\n\nexport function LeadImportDrawer(props: LeadImportDrawerProps) {\n  const { open, onClose, hostId, orgId = null } = props\n  /*\n   * THE ORG'S LEAD SOURCES (AGL-3298). The server refuses a row naming a\n   * value outside the list; the notice says so before the file is sent,\n   * naming the values it holds that the list does not and the ones it\n   * allows, so the operator can fix the file or add the value first.\n   */\n  const { picklist } = useLeadSourcePicklist(orgId)\n  const vocabulary = useMemo(\n    () => ({\n      ...LEAD_IMPORT_VOCABULARY,\n      rowsNotice: (rows: readonly (LeadImportRawRow & Record<string, unknown>)[]) => {\n        const unknown = leadImportUnknownLeadSources(rows, picklist)\n        if (!unknown.length) return null\n        return (\n          <Alert severity=\"warning\">\n            {`${unknown.length === 1 ? 'A lead source' : `${unknown.length} lead sources`} in this ` +\n              `file ${unknown.length === 1 ? 'is' : 'are'} not in your list: ` +\n              `${unknown.slice(0, 10).join(', ')}${unknown.length > 10 ? ', …' : ''}. ` +\n              'Those rows will be skipped. ' +\n              crmLeadSourceRefusal(picklist) +\n              ' Add a value under CRM › Fields › Leads to import it.'}\n          </Alert>\n        )\n      },\n    }),\n    [picklist],\n  )\n  return (\n    <CsvImportDrawer open={open} onClose={onClose} hostId={hostId} vocabulary={vocabulary} />\n  )\n}\nLeadImportDrawer.displayName = 'LeadImportDrawer'\n\n/** The \"Import CSV\" action on the leads list, with the drawer it opens. */\nexport function LeadImportButton(props: { hostId: string | null; orgId?: string | null }) {\n  const { hostId, orgId = null } = props\n  return (\n    <CsvImportButton>\n      {(open, onClose) => (\n        <LeadImportDrawer open={open} onClose={onClose} hostId={hostId} orgId={orgId} />\n      )}\n    </CsvImportButton>\n  )\n}\nLeadImportButton.displayName = 'LeadImportButton'\n\nexport default LeadImportDrawer\n"],"names":["crmLeadSourceRefusal","normalizeContactEmail","pluginDocsHelp","Alert","useMemo","useLeadSourcePicklist","LEAD_IMPORT_CHUNK_SIZE","LEAD_IMPORT_FIELD_LABELS","LEAD_IMPORT_FIELDS","LEAD_IMPORT_MAX_ROWS","LEAD_IMPORT_PREVIEW_ROWS","LEAD_IMPORT_SKIP_LABELS","emptyLeadImportResult","guessLeadImportMapping","leadImportSkippedCsv","leadImportUnknownLeadSources","mapLeadImportRow","mergeLeadImportResults","leadsCsv","CsvImportButton","CsvImportDrawer","LEADS_IMPORT_URL","LEAD_IMPORT_VOCABULARY","title","collection","help","anchor","sitePickerHelperText","intro","toLocaleString","fields","fieldLabels","requiredField","requiredWarning","unusable","cell","unusableNotice","count","total","guessMapping","mapRow","cells","mapping","route","maxRows","chunkSize","previewRows","emptyResult","mergeResults","skipLabels","skippedCsv","skippedFileName","templateCsv","templateFileName","LeadImportDrawer","props","open","onClose","hostId","orgId","picklist","vocabulary","rowsNotice","rows","unknown","length","severity","slice","join","displayName","LeadImportButton"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA;;;;;;;;;;;;;;;;;;;CAmBC,GAED,SAASA,oBAAoB,EAAEC,qBAAqB,EAAEC,cAAc,QAAQ,eAAc;AAC1F,SAASC,KAAK,QAAQ,gBAAe;AACrC,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,qBAAqB,QAAQ,uCAAmC;AACzE,SACEC,sBAAsB,EACtBC,wBAAwB,EACxBC,kBAAkB,EAClBC,oBAAoB,EACpBC,wBAAwB,EACxBC,uBAAuB,EAIvBC,qBAAqB,EACrBC,sBAAsB,EACtBC,oBAAoB,EACpBC,4BAA4B,EAC5BC,gBAAgB,EAChBC,sBAAsB,QACjB,8BAA0B;AACjC,SAASC,QAAQ,QAAQ,wBAAoB;AAC7C,SACEC,eAAe,EACfC,eAAe,QAEV,yBAAqB;AAE5B,kEAAkE,GAClE,OAAO,MAAMC,mBAAmB,wBAAuB;AAEvD,mDAAmD,GACnD,OAAO,MAAMC,yBAIT;IACFC,OAAO;IACPC,YAAY;IACZC,MAAMvB,eAAe,YAAY;QAAEwB,QAAQ;IAAmB;IAC9DC,sBACE,2EACA;IACFC,OACE,4EACA,qEACA,0EACA,2EACA,2EACA,CAAC,gBAAgB,EAAEnB,qBAAqBoB,cAAc,GAAG,eAAe,CAAC,GACzE;IACFC,QAAQtB;IACRuB,aAAaxB;IACbyB,eAAe;IACfC,iBACE,4EACA;IACFC,UAAU,CAACC,OAAS,CAAClC,sBAAsBkC;IAC3CC,gBAAgB,CAACC,OAAOC,QACtB,GAAGD,MAAMR,cAAc,GAAG,IAAI,EAAES,MAAMT,cAAc,GAAG,cAAc,CAAC,GACtE,2EACA;IACFU,cAAc1B;IACd2B,QAAQ,CAACC,OAAOC,UACd1B,iBAAiByB,OAAOC;IAC1BC,OAAOtB;IACPuB,SAASnC;IACToC,WAAWvC;IACXwC,aAAapC;IACbqC,aAAanC;IACboC,cAAc/B;IACdgC,YAAYtC;IACZuC,YAAYpC;IACZqC,iBAAiB;IACjB,wEAAwE;IACxE,yDAAyD;IACzDC,aAAa,IAAMlC,SAAS,EAAE;IAC9BmC,kBAAkB;AACpB,EAAC;AAWD,OAAO,SAASC,iBAAiBC,KAA4B;IAC3D,MAAM,EAAEC,IAAI,EAAEC,OAAO,EAAEC,MAAM,EAAEC,QAAQ,IAAI,EAAE,GAAGJ;IAChD;;;;;GAKC,GACD,MAAM,EAAEK,QAAQ,EAAE,GAAGvD,sBAAsBsD;IAC3C,MAAME,aAAazD,QACjB,IAAO,aACFkB;YACHwC,YAAY,CAACC;gBACX,MAAMC,UAAUjD,6BAA6BgD,MAAMH;gBACnD,IAAI,CAACI,QAAQC,MAAM,EAAE,OAAO;gBAC5B,qBACE,KAAC9D;oBAAM+D,UAAS;8BACb,GAAGF,QAAQC,MAAM,KAAK,IAAI,kBAAkB,GAAGD,QAAQC,MAAM,CAAC,aAAa,CAAC,CAAC,SAAS,CAAC,GACtF,CAAC,KAAK,EAAED,QAAQC,MAAM,KAAK,IAAI,OAAO,MAAM,mBAAmB,CAAC,GAChE,GAAGD,QAAQG,KAAK,CAAC,GAAG,IAAIC,IAAI,CAAC,QAAQJ,QAAQC,MAAM,GAAG,KAAK,QAAQ,GAAG,EAAE,CAAC,GACzE,iCACAjE,qBAAqB4D,YACrB;;YAGR;YAEF;QAACA;KAAS;IAEZ,qBACE,KAACxC;QAAgBoC,MAAMA;QAAMC,SAASA;QAASC,QAAQA;QAAQG,YAAYA;;AAE/E;AACAP,iBAAiBe,WAAW,GAAG;AAE/B,yEAAyE,GACzE,OAAO,SAASC,iBAAiBf,KAAuD;IACtF,MAAM,EAAEG,MAAM,EAAEC,QAAQ,IAAI,EAAE,GAAGJ;IACjC,qBACE,KAACpC;kBACE,CAACqC,MAAMC,wBACN,KAACH;gBAAiBE,MAAMA;gBAAMC,SAASA;gBAASC,QAAQA;gBAAQC,OAAOA;;;AAI/E;AACAW,iBAAiBD,WAAW,GAAG;AAE/B,eAAef,iBAAgB"}

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

@@ -25,6 +25,7 @@ import { Alert, Button, FormControl, InputLabel, MenuItem, Select, Stack, TextFi
 import { deleteField, doc, serverTimestamp, updateDoc } from "firebase/firestore";
 import { useEffect, useId, useMemo, useState } from "react";
 import { useContactFieldDefinitions } from "../hooks/use-contact-field-definitions.js";
+import { useLeadSourcePicklist } from "../hooks/use-lead-source-picklist.js";
 import { crmCustomDraftChanges, crmCustomDraftMissingRequired, crmCustomDraftValue, crmCustomDraftWrites } from "../model/crm-custom-draft.js";
 import { CrmCustomFieldControl } from "./crm-custom-field-control.js";
 import { crmRoutes } from "../model/crm-routes.js";
@@ -34,6 +35,7 @@ import { CrmEmailStateChip } from "./crm-email-state-chip.js";
 import { CrmRecordChip, CrmRecordHeader } from "./crm-record-header.js";
 import { CrmSendEmailButton } from "./crm-send-email-button.js";
 import { LeadOwnerSelect } from "./lead-owner-select.js";
+import { LeadSourceSelect } from "./lead-source-select.js";
 import { LeadStatusChip } from "./lead-status-chip.js";
 const NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX;
 const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
@@ -92,7 +94,7 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
  * Converted leads are read-only here. Their status is the conversion, and
  * the actions become links to what the conversion made.
  */ export function LeadPropertiesCard(props) {
-    var _lead_phone, _lead_notes, _lead_email, _lead_email1, _lead_name;
+    var _lead_phone, _lead_notes, _lead_email, _lead_email1, _lead_name, _lead_leadSource;
     const { hostId, consentGroup, orgId, leadId, lead, leadStatus, fromCache, basePath, roster, onConvert, onUnqualify, extraMenuItems = [], banner, extraChips, erasurePending = false, org } = props;
     const firestore = useFirestore();
     const { enqueueSnackbar } = useSnackbar();
@@ -149,6 +151,8 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
    * out every key this card did not show, which is what a retired field's
    * values and an integration's writes sit under.
    */ const fields = useContactFieldDefinitions(orgId, 'lead');
+    // The org's lead source values (AGL-3298), for the select below.
+    const leadSources = useLeadSourcePicklist(orgId);
     const storedCustom = useMemo(()=>{
         var _lead_custom;
         return (_lead_custom = lead.custom) != null ? _lead_custom : {};
@@ -568,18 +572,12 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
                             },
                             spacing: 2,
                             children: [
-                                /*#__PURE__*/ _jsx(TextField, {
-                                    size: "small",
-                                    label: "Lead source",
+                                /*#__PURE__*/ _jsx(LeadSourceSelect, {
+                                    picklist: leadSources.picklist,
                                     value: profile.leadSource,
-                                    onChange: (event)=>editProfile('leadSource', event.target.value),
-                                    disabled: converted,
-                                    slotProps: {
-                                        htmlInput: {
-                                            maxLength: TEXT_MAX
-                                        }
-                                    },
-                                    fullWidth: true
+                                    stored: String((_lead_leadSource = lead.leadSource) != null ? _lead_leadSource : ''),
+                                    onChange: (label)=>editProfile('leadSource', label),
+                                    disabled: converted
                                 }),
                                 /*#__PURE__*/ _jsx(TextField, {
                                     size: "small",

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type {\n  AglynOrgBilling,\n  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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+{"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 { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\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 { LeadSourceSelect } from './lead-source-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  // The org's lead source values (AGL-3298), for the select below.\n  const leadSources = useLeadSourcePicklist(orgId)\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            {/* The org's own values (AGL-3298); the stored one stays shown when the list no longer offers it. */}\n            <LeadSourceSelect\n              picklist={leadSources.picklist}\n              value={profile.leadSource}\n              stored={String(lead.leadSource ?? '')}\n              onChange={(label) => editProfile('leadSource', label)}\n              disabled={converted}\n            />\n            <TextField\n              size=\"small\"\n              label=\"Tags\"\n              value={profile.tags}\n              onChange={(event) => editProfile('tags', event.target.value)}\n              disabled={converted}\n              helperText=\"Comma-separated\"\n              fullWidth\n            />\n          </Stack>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Address'}\n          </Typography>\n          <ContactAddressFields\n            value={profile.address}\n            onChange={(next) => editProfile('address', next)}\n            disabled={converted}\n          />\n          {/*\n            The org's own lead fields (AGL-3272), under the profile because\n            they describe the same record and save with it. A converted\n            lead's are read-only with the rest of the card.\n          */}\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"caption\" color=\"text.secondary\">\n                {'Custom fields'}\n              </Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={converted || savingProfile}\n                />\n              ))}\n            </>\n          ) : null}\n          {converted ? null : (\n            <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                onClick={() => void saveProfile()}\n                disabled={!dirty || savingProfile}\n              >\n                {'Save'}\n              </Button>\n            </Stack>\n          )}\n        </Stack>\n        <Stack spacing={1}>\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={notes}\n            onChange={(event) => {\n              setNotes(event.target.value)\n              setNotesDirty(true)\n            }}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: NOTES_MAX } }}\n          />\n          <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n            <Button\n              size=\"small\"\n              variant=\"contained\"\n              onClick={() => void saveNotes()}\n              disabled={!notesDirty || savingNotes}\n            >\n              {'Save notes'}\n            </Button>\n          </Stack>\n        </Stack>\n      </Stack>\n    </CrmRecordHeader>\n  )\n}\nLeadPropertiesCard.displayName = 'LeadPropertiesCard'\n\nexport default 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package/src/lib/components/lead-source-select.d.ts

@@ -0,0 +1,30 @@
+import { type CrmPicklist } from '@aglyn/aglyn';
+export interface LeadSourceSelectProps {
+    picklist: CrmPicklist;
+    /** The label the record holds, or `''` for none. */
+    value: string;
+    onChange: (label: string) => void;
+    /**
+     * What the record held when the form opened. Kept in the menu while the
+     * list no longer offers it — deactivated, or written before the list
+     * existed — so the select shows what is stored until somebody changes it.
+     */
+    stored?: string;
+    disabled?: boolean;
+    helperText?: string;
+    error?: boolean;
+}
+/**
+ * The Lead source select (AGL-3298): the org's active values in the order
+ * the Fields page keeps them, a "None" to clear, and the record's own value
+ * when the list would not otherwise show it — marked, and selectable only
+ * as what it already is.
+ *
+ * MUI's select `TextField`, the control every CRM form in this plugin uses
+ * for a fixed choice, so it sizes, labels and disables like its neighbors.
+ */
+export declare function LeadSourceSelect(props: LeadSourceSelectProps): import("react").JSX.Element;
+export declare namespace LeadSourceSelect {
+    var displayName: string;
+}
+export default LeadSourceSelect;

package/src/lib/components/lead-source-select.js

@@ -0,0 +1,96 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { crmPicklistOptions } from "@aglyn/aglyn";
+import { ListItemText, MenuItem, TextField } from "@mui/material";
+import { useMemo } from "react";
+/** How a kept value that the list does not offer reads in the menu and the field. */ function optionText(label, inactive, unlisted) {
+    if (inactive) return `${label} (inactive)`;
+    if (unlisted) return `${label} (not in the list)`;
+    return label;
+}
+/**
+ * The Lead source select (AGL-3298): the org's active values in the order
+ * the Fields page keeps them, a "None" to clear, and the record's own value
+ * when the list would not otherwise show it — marked, and selectable only
+ * as what it already is.
+ *
+ * MUI's select `TextField`, the control every CRM form in this plugin uses
+ * for a fixed choice, so it sizes, labels and disables like its neighbors.
+ */ export function LeadSourceSelect(props) {
+    const { picklist, value, onChange, stored, disabled, helperText, error } = props;
+    const options = useMemo(()=>crmPicklistOptions(picklist, stored || value), [
+        picklist,
+        stored,
+        value
+    ]);
+    const selected = options.find((option)=>option.label === value);
+    return /*#__PURE__*/ _jsxs(TextField, {
+        select: true,
+        size: "small",
+        label: "Lead source",
+        value: selected ? value : '',
+        onChange: (event)=>onChange(String(event.target.value)),
+        disabled: disabled,
+        helperText: helperText,
+        error: error,
+        fullWidth: true,
+        slotProps: {
+            select: {
+                displayEmpty: true,
+                renderValue: (current)=>{
+                    const option = options.find((entry)=>entry.label === current);
+                    return option ? optionText(option.label, option.inactive, option.unlisted) : 'None';
+                }
+            },
+            inputLabel: {
+                shrink: true
+            }
+        },
+        children: [
+            /*#__PURE__*/ _jsx(MenuItem, {
+                value: "",
+                children: /*#__PURE__*/ _jsx(ListItemText, {
+                    primary: "None",
+                    slotProps: {
+                        primary: {
+                            color: 'text.secondary'
+                        }
+                    }
+                })
+            }),
+            options.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
+                    value: option.label,
+                    // A kept value is shown so the record reads true, not offered as a
+                    // choice for a record that does not hold it already.
+                    disabled: (option.inactive || option.unlisted) && option.label !== (stored || value),
+                    children: /*#__PURE__*/ _jsx(ListItemText, {
+                        primary: optionText(option.label, option.inactive, option.unlisted),
+                        slotProps: option.inactive || option.unlisted ? {
+                            primary: {
+                                color: 'text.secondary'
+                            }
+                        } : undefined
+                    })
+                }, option.label))
+        ]
+    });
+}
+LeadSourceSelect.displayName = 'LeadSourceSelect';
+export default LeadSourceSelect;
+
+//# sourceMappingURL=lead-source-select.js.map

package/src/lib/components/lead-source-select.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-source-select.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 CrmPicklist, crmPicklistOptions } from '@aglyn/aglyn'\nimport { ListItemText, MenuItem, TextField } from '@mui/material'\nimport { useMemo } from 'react'\n\nexport interface LeadSourceSelectProps {\n  picklist: CrmPicklist\n  /** The label the record holds, or `''` for none. */\n  value: string\n  onChange: (label: string) => void\n  /**\n   * What the record held when the form opened. Kept in the menu while the\n   * list no longer offers it — deactivated, or written before the list\n   * existed — so the select shows what is stored until somebody changes it.\n   */\n  stored?: string\n  disabled?: boolean\n  helperText?: string\n  error?: boolean\n}\n\n/** How a kept value that the list does not offer reads in the menu and the field. */\nfunction optionText(label: string, inactive: boolean, unlisted: boolean): string {\n  if (inactive) return `${label} (inactive)`\n  if (unlisted) return `${label} (not in the list)`\n  return label\n}\n\n/**\n * The Lead source select (AGL-3298): the org's active values in the order\n * the Fields page keeps them, a \"None\" to clear, and the record's own value\n * when the list would not otherwise show it — marked, and selectable only\n * as what it already is.\n *\n * MUI's select `TextField`, the control every CRM form in this plugin uses\n * for a fixed choice, so it sizes, labels and disables like its neighbors.\n */\nexport function LeadSourceSelect(props: LeadSourceSelectProps) {\n  const { picklist, value, onChange, stored, disabled, helperText, error } = props\n  const options = useMemo(\n    () => crmPicklistOptions(picklist, stored || value),\n    [picklist, stored, value],\n  )\n  const selected = options.find((option) => option.label === value)\n  return (\n    <TextField\n      select\n      size=\"small\"\n      label=\"Lead source\"\n      value={selected ? value : ''}\n      onChange={(event) => onChange(String(event.target.value))}\n      disabled={disabled}\n      helperText={helperText}\n      error={error}\n      fullWidth\n      slotProps={{\n        select: {\n          displayEmpty: true,\n          renderValue: (current) => {\n            const option = options.find((entry) => entry.label === current)\n            return option ? optionText(option.label, option.inactive, option.unlisted) : 'None'\n          },\n        },\n        inputLabel: { shrink: true },\n      }}\n    >\n      <MenuItem value=\"\">\n        <ListItemText primary=\"None\" slotProps={{ primary: { color: 'text.secondary' } }} />\n      </MenuItem>\n      {options.map((option) => (\n        <MenuItem\n          key={option.label}\n          value={option.label}\n          // A kept value is shown so the record reads true, not offered as a\n          // choice for a record that does not hold it already.\n          disabled={(option.inactive || option.unlisted) && option.label !== (stored || value)}\n        >\n          <ListItemText\n            primary={optionText(option.label, option.inactive, option.unlisted)}\n            slotProps={\n              option.inactive || option.unlisted\n                ? { primary: { color: 'text.secondary' } }\n                : undefined\n            }\n          />\n        </MenuItem>\n      ))}\n    </TextField>\n  )\n}\nLeadSourceSelect.displayName = 'LeadSourceSelect'\n\nexport default LeadSourceSelect\n"],"names":["crmPicklistOptions","ListItemText","MenuItem","TextField","useMemo","optionText","label","inactive","unlisted","LeadSourceSelect","props","picklist","value","onChange","stored","disabled","helperText","error","options","selected","find","option","select","size","event","String","target","fullWidth","slotProps","displayEmpty","renderValue","current","entry","inputLabel","shrink","primary","color","map","undefined","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAA2BA,kBAAkB,QAAQ,eAAc;AACnE,SAASC,YAAY,EAAEC,QAAQ,EAAEC,SAAS,QAAQ,gBAAe;AACjE,SAASC,OAAO,QAAQ,QAAO;AAkB/B,mFAAmF,GACnF,SAASC,WAAWC,KAAa,EAAEC,QAAiB,EAAEC,QAAiB;IACrE,IAAID,UAAU,OAAO,GAAGD,MAAM,WAAW,CAAC;IAC1C,IAAIE,UAAU,OAAO,GAAGF,MAAM,kBAAkB,CAAC;IACjD,OAAOA;AACT;AAEA;;;;;;;;CAQC,GACD,OAAO,SAASG,iBAAiBC,KAA4B;IAC3D,MAAM,EAAEC,QAAQ,EAAEC,KAAK,EAAEC,QAAQ,EAAEC,MAAM,EAAEC,QAAQ,EAAEC,UAAU,EAAEC,KAAK,EAAE,GAAGP;IAC3E,MAAMQ,UAAUd,QACd,IAAMJ,mBAAmBW,UAAUG,UAAUF,QAC7C;QAACD;QAAUG;QAAQF;KAAM;IAE3B,MAAMO,WAAWD,QAAQE,IAAI,CAAC,CAACC,SAAWA,OAAOf,KAAK,KAAKM;IAC3D,qBACE,MAACT;QACCmB,MAAM;QACNC,MAAK;QACLjB,OAAM;QACNM,OAAOO,WAAWP,QAAQ;QAC1BC,UAAU,CAACW,QAAUX,SAASY,OAAOD,MAAME,MAAM,CAACd,KAAK;QACvDG,UAAUA;QACVC,YAAYA;QACZC,OAAOA;QACPU,SAAS;QACTC,WAAW;YACTN,QAAQ;gBACNO,cAAc;gBACdC,aAAa,CAACC;oBACZ,MAAMV,SAASH,QAAQE,IAAI,CAAC,CAACY,QAAUA,MAAM1B,KAAK,KAAKyB;oBACvD,OAAOV,SAAShB,WAAWgB,OAAOf,KAAK,EAAEe,OAAOd,QAAQ,EAAEc,OAAOb,QAAQ,IAAI;gBAC/E;YACF;YACAyB,YAAY;gBAAEC,QAAQ;YAAK;QAC7B;;0BAEA,KAAChC;gBAASU,OAAM;0BACd,cAAA,KAACX;oBAAakC,SAAQ;oBAAOP,WAAW;wBAAEO,SAAS;4BAAEC,OAAO;wBAAiB;oBAAE;;;YAEhFlB,QAAQmB,GAAG,CAAC,CAAChB,uBACZ,KAACnB;oBAECU,OAAOS,OAAOf,KAAK;oBACnB,mEAAmE;oBACnE,qDAAqD;oBACrDS,UAAU,AAACM,CAAAA,OAAOd,QAAQ,IAAIc,OAAOb,QAAQ,AAAD,KAAMa,OAAOf,KAAK,KAAMQ,CAAAA,UAAUF,KAAI;8BAElF,cAAA,KAACX;wBACCkC,SAAS9B,WAAWgB,OAAOf,KAAK,EAAEe,OAAOd,QAAQ,EAAEc,OAAOb,QAAQ;wBAClEoB,WACEP,OAAOd,QAAQ,IAAIc,OAAOb,QAAQ,GAC9B;4BAAE2B,SAAS;gCAAEC,OAAO;4BAAiB;wBAAE,IACvCE;;mBAXHjB,OAAOf,KAAK;;;AAkB3B;AACAG,iBAAiB8B,WAAW,GAAG;AAE/B,eAAe9B,iBAAgB"}

package/src/lib/components/lead-source-values-card.d.ts

@@ -0,0 +1,27 @@
+export interface LeadSourceValuesCardProps {
+    /** The mounted site, or `null` at the organization level. */
+    hostId: string | null;
+    /** The org whose list this is; `null` while it settles. */
+    orgId: string | null;
+    /** The site a newly written list records as its definer — the Fields page's own. */
+    createHostId: string | null;
+}
+/**
+ * THE LEAD SOURCE VALUES (AGL-3298) — Salesforce's Lead Source picklist,
+ * managed where the org's lead fields are.
+ *
+ * Every move that touches only the LIST — add, reorder by drag or arrows,
+ * sort A–Z, activate, deactivate, default — is one client write of the
+ * whole document, guarded against a cached read like every seeded save on
+ * the Fields page. The two that change RECORDS — rename, and delete with a
+ * replacement — go to `crm/lead-source-values`, which rewrites the list and
+ * every lead and contact holding the old label together; see that route.
+ *
+ * An org that has never edited its list reads the starter set, and the
+ * first move here writes it down as the org's own.
+ */
+export declare function LeadSourceValuesCard(props: LeadSourceValuesCardProps): import("react").JSX.Element;
+export declare namespace LeadSourceValuesCard {
+    var displayName: string;
+}
+export default LeadSourceValuesCard;