@aglyn/plugins-crm 1.0.0-beta.183 → 1.0.0-beta.184

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/leads-section.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  ConsolePluginPageProps,\n  CrmLeadFields,\n  CrmLeadStatus,\n} from '@aglyn/aglyn'\nimport {\n  mdiAccountArrowRight,\n  mdiAccountCancelOutline,\n  mdiAccountConvertOutline,\n  mdiAccountTieOutline,\n  mdiMagnify,\n} from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n  type OrgMemberOptions,\n  useOrgMemberOptions,\n} from '../hooks/use-org-member-options'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { scopeTokensForHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { customFieldColumns } from './contact-custom-columns'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport { useOrgLeads } from '../hooks/use-org-leads'\nimport CrmViewsControl from './crm-views-control'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport RowActionsMenu from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Box,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  FormControl,\n  InputAdornment,\n  InputLabel,\n  MenuItem,\n  Select,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport {\n  collection,\n  deleteField,\n  doc,\n  limit,\n  orderBy,\n  query,\n  serverTimestamp,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useId, useMemo, useState } from 'react'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  LEAD_FILTER_LABELS,\n  LEAD_EMAIL_FILTER_LABELS,\n  LEAD_EMAIL_FILTERS,\n  LEAD_FILTERS,\n  type LeadEmailFilter,\n  type LeadFilter,\n  leadMatchesCampaignFilter,\n  leadMatchesEmailFilter,\n  leadMatchesFilter,\n  leadMatchesLeadSourceFilter,\n  leadMatchesSearch,\n  LEAD_SOURCE_FILTER_NONE,\n} from '../model/lead-filters'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { type LeadCsvOptions, leadsCsv } from '../model/leads-csv'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport {\n  leadSourceLabel,\n  leadSources,\n  leadTimeLabel,\n} from './lead-history-card'\nimport { LeadImportButton } from './lead-import-drawer'\nimport NewLeadDrawer, { type NewLeadValues } from './new-lead-drawer'\nimport { useCrmApi } from './use-crm-api'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { CONVERT_PENDING_ERASURE_REASON } from './lead-properties-card'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { LeadStatusChip } from './lead-status-chip'\nimport LeadSurfacesNote from './lead-surfaces-note'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport LeadsBulkBar from './leads-bulk-bar'\nimport OrgLeadSurfacesNote from './org-lead-surfaces-note'\n\n/**\n * How many leads the section reads: the newest by last seen, plus one probe\n * row so \"there are more\" is a fact rather than a guess at the boundary.\n *\n * A CEILING and a client-side filter rather than a paged status query, and\n * the reason is the lead documents themselves. Every lead the capture door\n * writes carries NO `status` — the field exists only once somebody in the\n * CRM has touched the lead — and Firestore cannot select documents by a\n * field's absence: `where('status','in',[…])`, `!=` and `not-in` all skip a\n * document without the field. A server-side \"open leads\" query would\n * therefore hide every lead nobody has worked yet, which is the entire\n * population the section exists to show on the day it ships. So the query\n * is the one order every lead can satisfy (`lastSeenAtMs`, stamped on every\n * capture), and the status filter narrows the loaded window — said out loud\n * beneath the table whenever the window is not the whole collection.\n *\n * The window is then PAGED in memory under the shared footer, the way the\n * workspace pickers page a slice of a window they cannot re-key: the rows\n * are already in the snapshot, so turning a page costs nothing, and the\n * footer's count is exact because it counts the filtered window rather than\n * a collection nobody has measured.\n */\nconst LEADS_WINDOW = 200\n\n/**\n * One row of the list. `$id` keys the grid and `leadId` names the document,\n * and they are the same value at both levels (AGL-3275).\n *\n * `$id` used to be `{hostId}/{leadId}` at the organization level, because a\n * lead's id is a person key and the same person met by two sites was two\n * documents carrying it — so the id alone could not key a list that spanned\n * sites. One org collection ends that, and the row no longer carries a site\n * at all: which sites hold this person is `capturedByHostIds`, a fact about\n * the person rather than part of their address.\n */\ntype LeadRow = Record<string, unknown> &\n  CrmLeadFields & { $id: string; leadId: string }\n\n/**\n * `/crm/leads` — the people a site has met but not yet qualified (AGL-2608).\n *\n * A section of its own, the way Salesforce keeps Leads apart from Contacts:\n * a lead is a capture — a form, a booking, a sign-up — that somebody has\n * still to work, and it converts into a contact, a company and a deal when\n * it is real. Reads `orgs/{orgId}/leads` narrowed by `visibleTo` to the sites\n * this viewer may see (AGL-3275) — the same collection and the same clause at\n * both levels, which is what lets ONE listener serve a section that used to\n * open one per site.\n *\n * Under a site the clause names that site; at the ORGANIZATION level an\n * org-wide member reads without one, since the rules short-circuit on\n * `isOrgWideMember()` and a clause would only narrow what they may already\n * read. The per-site notes — which of a site's forms file a lead — belong to\n * a site's own hub and are not drawn here.\n */\nexport function CrmLeadsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const router = useRouter()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, createHostId } = useCrmScope({ hostId, org })\n  const mount = useCrmOrgMount()\n  const roster = useOrgMemberOptions(orgId)\n  // The org's lead fields, for the optional columns below (AGL-3272).\n  const leadFields = useContactFieldDefinitions(orgId, 'lead')\n  // The org's lead source values (AGL-3298): the filter's menu and the\n  // column's sort order.\n  const leadSourceList = useLeadSourcePicklist(orgId)\n  const routes = crmRoutes(basePath ?? '')\n\n  /*\n   * Under a site: the ORG collection, narrowed to what this site may see\n   * (AGL-3275). It read `hosts/{hostId}/leads` until the silo moved, and\n   * leaving it there would have shown a site its pre-migration rows and\n   * nothing captured since — then nothing at all, once AGL-3276 emptied the\n   * path it was reading.\n   */\n  const site = useFirestoreCollection<\n    Record<string, unknown> & CrmLeadFields & { $id: string }\n  >(\n    () =>\n      hostId && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, 'leads'),\n            where('visibleTo', 'array-contains-any', scopeTokensForHost(hostId)),\n            orderBy('lastSeenAtMs', 'desc'),\n            limit(LEADS_WINDOW + 1),\n          )\n        : null,\n    [firestore, hostId, orgId],\n    { idField: '$id' },\n  )\n  // At the organization level: every site's window, merged.\n  const orgHostIds = useMemo(\n    () => (hostId ? [] : (mount?.hosts ?? []).map((host) => host.id)),\n    [hostId, mount?.hosts],\n  )\n  /*\n   * ONE LISTENER (AGL-3275), where this used to fan out across the org's\n   * sites and merge. At the organization level an org-wide member reads with\n   * no scope clause, which is what `visibleTo: null` asks for.\n   */\n  const orgLeads = useOrgLeads({\n    orgId,\n    visibleTo: null,\n    windowSize: LEADS_WINDOW,\n  })\n  const leadDocs = useMemo<LeadRow[]>(\n    () =>\n      hostId\n        ? site.data.map((row) => ({ ...row, leadId: row.$id }))\n        : orgLeads.data,\n    [hostId, site.data, orgLeads.data],\n  )\n  const status = hostId\n    ? site.status\n    : mount?.hostsReady && !orgHostIds.length\n      ? 'success'\n      : orgLeads.status\n  const truncated = hostId ? leadDocs.length > LEADS_WINDOW : orgLeads.truncated\n  const window = useMemo(() => leadDocs.slice(0, LEADS_WINDOW), [leadDocs])\n\n  /*\n   * The `Show` filter is the saved VIEW'S (AGL-2617): a saved view of leads\n   * holds the status beside the columns and the sort, and the select below\n   * writes into it. Unset reads as `open`, which is what the section opened\n   * on before views existed and the one reading a query cannot express.\n   */\n  const views = useCrmSavedView({\n    section: 'leads',\n    hostId,\n    org: props.org,\n    basePath: basePath ?? '',\n  })\n  const filter: LeadFilter = useMemo(() => {\n    const value = views.state.filters.find(\n      (clause) => clause.field === 'status',\n    )?.value\n    return (LEAD_FILTERS as readonly string[]).includes(value ?? '')\n      ? (value as LeadFilter)\n      : 'open'\n  }, [views.state.filters])\n  /*\n   * The `Email` filter (AGL-3245) is the view's too, as an `emailState`\n   * clause beside the status one. Each setter keeps the other's clause:\n   * narrowing to bounced leads does not reopen the unqualified ones.\n   */\n  const emailFilter: LeadEmailFilter = useMemo(() => {\n    const value = views.state.filters.find(\n      (clause) => clause.field === 'emailState',\n    )?.value\n    return (LEAD_EMAIL_FILTERS as readonly string[]).includes(value ?? '')\n      ? (value as LeadEmailFilter)\n      : 'any'\n  }, [views.state.filters])\n  const setFilter = useCallback(\n    (next: LeadFilter) =>\n      views.setFilters([\n        ...views.state.filters.filter((clause) => clause.field !== 'status'),\n        ...(next === 'open'\n          ? []\n          : [{ field: 'status', op: 'equals', value: next }]),\n      ]),\n    [views.setFilters, views.state.filters],\n  )\n  const setEmailFilter = useCallback(\n    (next: LeadEmailFilter) =>\n      views.setFilters([\n        ...views.state.filters.filter(\n          (clause) => clause.field !== 'emailState',\n        ),\n        ...(next === 'any'\n          ? []\n          : [{ field: 'emailState', op: 'equals', value: next }]),\n      ]),\n    [views.setFilters, views.state.filters],\n  )\n  /*\n   * The `Campaign` filter (AGL-3254) is the view's too, as a `campaignIds`\n   * clause: the id of one of the org's campaign containers, resolved to its\n   * name from the containers themselves — ids only in storage, so a renamed\n   * campaign keeps its leads. Under a site the choice is the campaigns\n   * placed on it; at the organization level, every campaign in the org.\n   */\n  const campaignFilter = useMemo(\n    () =>\n      views.state.filters.find((clause) => clause.field === 'campaignIds')\n        ?.value ?? '',\n    [views.state.filters],\n  )\n  const setCampaignFilter = useCallback(\n    (next: string) =>\n      views.setFilters([\n        ...views.state.filters.filter(\n          (clause) => clause.field !== 'campaignIds',\n        ),\n        ...(next\n          ? [{ field: 'campaignIds', op: 'contains', value: next }]\n          : []),\n      ]),\n    [views.setFilters, views.state.filters],\n  )\n  /*\n   * The `Lead source` filter (AGL-3298) is the view's too: an `equals`\n   * clause naming the label records store, or an `isEmpty` one for the\n   * leads that hold none.\n   */\n  const leadSourceFilter = useMemo(() => {\n    const clause = views.state.filters.find((entry) => entry.field === 'leadSource')\n    if (!clause) return ''\n    return clause.op === 'isEmpty' ? LEAD_SOURCE_FILTER_NONE : String(clause.value ?? '')\n  }, [views.state.filters])\n  const setLeadSourceFilter = useCallback(\n    (next: string) =>\n      views.setFilters([\n        ...views.state.filters.filter((clause) => clause.field !== 'leadSource'),\n        ...(next === LEAD_SOURCE_FILTER_NONE\n          ? [{ field: 'leadSource', op: 'isEmpty', value: '' }]\n          : next\n            ? [{ field: 'leadSource', op: 'equals', value: next }]\n            : []),\n      ]),\n    [views.setFilters, views.state.filters],\n  )\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n  const campaignName = useCallback(\n    (id: string) =>\n      campaigns.options.find((option) => option.value === id)?.label ?? id,\n    [campaigns.options],\n  )\n  // The label's id, so the filter's combobox is named \"Show\" rather than\n  // after the option it shows — see `LeadOwnerSelect`.\n  const filterLabelId = useId()\n  const emailFilterLabelId = useId()\n  const campaignFilterLabelId = useId()\n  const leadSourceFilterLabelId = useId()\n  /*\n   * The search box is the SECTION'S, not the grid's (AGL-3246). The grid's\n   * quick filter runs over the rows the grid holds, and the grid holds one\n   * PAGE of the window — so a lead on page three answered \"no match\" while\n   * the footer below went on counting the unfiltered window. The term\n   * narrows the whole loaded window here, beside the status filter and\n   * before the footer's count and the page slice, over the fields a person\n   * types to find a lead: name, email, company, title and tags.\n   */\n  const [search, setSearch] = useState('')\n  const rows = useMemo(\n    () =>\n      window.filter(\n        (lead) =>\n          leadMatchesFilter(lead, filter) &&\n          leadMatchesEmailFilter(lead, emailFilter) &&\n          leadMatchesCampaignFilter(lead, campaignFilter) &&\n          leadMatchesLeadSourceFilter(lead, leadSourceFilter) &&\n          leadMatchesSearch(lead, search),\n      ),\n    [window, filter, emailFilter, campaignFilter, leadSourceFilter, search],\n  )\n  const [page, setPage] = useState(0)\n  const [pageSize, setPageSize] = useState(TABLE_PAGE_SIZE_DEFAULT)\n  // A new filter or search term starts on page one: page three of the open\n  // leads is not a page of the unqualified ones, and an out-of-range page\n  // renders empty.\n  useEffect(() => {\n    setPage(0)\n  }, [filter, emailFilter, campaignFilter, leadSourceFilter, search])\n  const pageRows = useMemo(\n    () => rows.slice(page * pageSize, (page + 1) * pageSize),\n    [rows, page, pageSize],\n  )\n\n  /*\n   * The ticked rows, for the bulk bar (AGL-2662). Cleared when the filter or\n   * the search term changes: a selection made on the open leads is not a\n   * selection of the unqualified ones, and the bar's count would be over\n   * rows no longer listed.\n   */\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  useEffect(\n    () => setSelectedIds([]),\n    [filter, emailFilter, campaignFilter, leadSourceFilter, search],\n  )\n  // How the file names the owner and, at the org level, the site.\n  const csvOptions: LeadCsvOptions = useMemo(\n    () => ({\n      ownerEmail: roster.emailFor,\n      ...(hostId ? {} : { siteName: (id: string) => mount?.siteName(id) }),\n    }),\n    [roster.emailFor, hostId, mount],\n  )\n  // The listed window — every row the filter and the search admit, not just\n  // the page.\n  const handleExport = useCallback(() => {\n    downloadTextFile('leads.csv', 'text/csv', leadsCsv(rows, csvOptions))\n  }, [rows, csvOptions])\n\n  const [assigning, setAssigning] = useState<LeadRow | null>(null)\n  const [unqualifying, setUnqualifying] = useState<LeadRow | null>(null)\n  // The row whose conversion dialog is open (AGL-2641) — the same dialog\n  // the lead's page opens, fed the row so the list is one click shorter.\n  const [converting, setConverting] = useState<LeadRow | null>(null)\n\n  /*==========================================\n   * NEW LEAD (AGL-3231) — Salesforce's New Lead, in a drawer over the\n   * list. The route files the lead through the one lead door under the\n   * mounted site, or at the organization level under the site the drawer's\n   * picker named; the drawer holds its submit until one is known. It makes\n   * a lead and nothing else — the conversion is what makes the contact.\n   *=========================================*/\n  const crmApi = useCrmApi(createHostId)\n  const [createOpen, setCreateOpen] = useState(false)\n  const [createBusy, setCreateBusy] = useState(false)\n  const [createError, setCreateError] = useState<string | null>(null)\n  const handleCreate = useCallback(\n    async (values: NewLeadValues) => {\n      setCreateBusy(true)\n      setCreateError(null)\n      try {\n        const { response, payload } = await crmApi('leads-create', {\n          email: values.email,\n          ...(values.name ? { name: values.name } : {}),\n          ...(values.company ? { company: values.company } : {}),\n          ...(values.jobTitle ? { jobTitle: values.jobTitle } : {}),\n          ...(values.phone ? { phone: values.phone } : {}),\n          ...(values.website ? { website: values.website } : {}),\n          ...(values.leadSource ? { leadSource: values.leadSource } : {}),\n          ...(values.address ? { address: values.address } : {}),\n          ...(values.tags.length ? { tags: values.tags } : {}),\n          ...(values.campaignIds.length\n            ? { campaignIds: values.campaignIds }\n            : {}),\n          ...(values.ownerUid ? { ownerUid: values.ownerUid } : {}),\n          ...(values.notes ? { notes: values.notes } : {}),\n          // The org's own lead fields (AGL-3272), sent only when one was\n          // filled — the route reads the definitions to judge the map, and\n          // a body without it pays for no read.\n          ...(values.custom ? { custom: values.custom } : {}),\n          status: values.status,\n        })\n        if (!response.ok) {\n          // The route's own sentence, shown above the form unchanged.\n          setCreateError(\n            String(payload['error'] ?? 'The lead could not be added.'),\n          )\n          return\n        }\n        // The activity entry is the route's: it verified the caller and\n        // performed the write.\n        enqueueSnackbar(\n          payload['created']\n            ? 'Lead added'\n            : 'This site already held a lead for that address — it was updated',\n          { variant: 'success', persist: false },\n        )\n        setCreateOpen(false)\n      } catch (error) {\n        console.error(error)\n        setCreateError('The lead could not be added.')\n      } finally {\n        setCreateBusy(false)\n      }\n    },\n    [crmApi, enqueueSnackbar],\n  )\n\n  const writeLead = useCallback(\n    async (lead: LeadRow, fields: Record<string, unknown>, done: string) => {\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      try {\n        await updateDoc(\n          doc(firestore, 'orgs', orgId, 'leads', lead.leadId),\n          {\n            ...fields,\n            updatedAt: serverTimestamp(),\n          },\n        )\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error\n            ? error.message\n            : 'The lead could not be updated.',\n          { variant: 'error' },\n        )\n      }\n    },\n    [firestore, enqueueSnackbar],\n  )\n\n  const columns = useMemo<GridColDef[]>(\n    () => [\n      {\n        field: 'name',\n        headerName: 'Lead',\n        flex: 1.4,\n        minWidth: 160,\n        valueGetter: (_value, row: LeadRow) =>\n          String(row['name'] || row['email'] || ''),\n        renderCell: ({ row }: { row: LeadRow }) => (\n          <Stack\n            spacing={0}\n            sx={{ minWidth: 0, justifyContent: 'center', height: '100%' }}\n          >\n            <Typography variant=\"body2\" noWrap>\n              {String(row['name'] || row['email'] || row.$id)}\n            </Typography>\n            {row['name'] ? (\n              <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n                {String(row['email'] ?? '')}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      // The lead's own profile (AGL-3231): the two facts a work queue is\n      // scanned by, beside the person.\n      {\n        field: 'company',\n        headerName: 'Company',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) => String(row.company ?? ''),\n      },\n      {\n        field: 'jobTitle',\n        headerName: 'Title',\n        flex: 0.9,\n        minWidth: 130,\n        valueGetter: (_value, row: LeadRow) => String(row.jobTitle ?? ''),\n      },\n      {\n        field: 'status',\n        headerName: 'Status',\n        flex: 0.9,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => Aglyn.crmLeadStatus(row),\n        renderCell: ({ row }: { row: LeadRow }) => (\n          <InlineStatus\n            lead={row}\n            onChange={(next) => {\n              if (next === 'unqualified') {\n                setUnqualifying(row)\n                return\n              }\n              void writeLead(\n                row,\n                {\n                  status: next,\n                  ...(Aglyn.crmLeadStatus(row) === 'unqualified'\n                    ? { unqualifiedReason: deleteField() }\n                    : {}),\n                },\n                'Status updated',\n              )\n            }}\n          />\n        ),\n      },\n      {\n        /*\n         * The verdict on the address (AGL-3245): the chip the lead's page\n         * carries, so a bounced lead is told apart in the queue it is worked\n         * from; its label for the sort and the export.\n         */\n        field: 'emailState',\n        headerName: 'Email',\n        flex: 0.9,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? Aglyn.EMAIL_STATE_LABELS[state.status] : ''\n        },\n        renderCell: ({ row }: { row: LeadRow }) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? (\n            <CrmEmailStateChip state={state} />\n          ) : (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          )\n        },\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) =>\n          row.ownerUid ? roster.labelFor(row.ownerUid) : 'Unassigned',\n      },\n      // Only at the organization level, where a row can be any site's.\n      ...(hostId\n        ? []\n        : [\n            {\n              field: 'hostId',\n              headerName: 'Site',\n              flex: 0.9,\n              minWidth: 140,\n              /*\n               * KNOWN BY, not \"the site\" (AGL-3275). A lead is one org row\n               * and several sites in a consent group can hold the same\n               * person, so this names every site that captured them — the\n               * answer the Contacts list has always given in its own column.\n               */\n              valueGetter: (_value: unknown, row: LeadRow) => {\n                const held = Array.isArray(row['capturedByHostIds'])\n                  ? (row['capturedByHostIds'] as string[])\n                  : []\n                return held.map((id) => mount?.siteName(id) ?? id).join(', ')\n              },\n            } satisfies GridColDef,\n          ]),\n      {\n        field: 'sources',\n        headerName: 'Source',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) =>\n          leadSources(row).map(leadSourceLabel).join(', '),\n      },\n      /*\n       * Salesforce's Lead Source (AGL-3298), beside the surfaces that\n       * captured the person. Sorted in the order the org keeps its values,\n       * as a picklist sorts, with a value the list does not hold after\n       * every listed one and a lead with none last.\n       */\n      {\n        field: 'leadSource',\n        headerName: 'Lead source',\n        flex: 1,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => String(row.leadSource ?? ''),\n        sortComparator: (a: unknown, b: unknown) =>\n          Aglyn.crmPicklistRank(leadSourceList.picklist, a) -\n            Aglyn.crmPicklistRank(leadSourceList.picklist, b) ||\n          String(a ?? '').localeCompare(String(b ?? '')),\n      } satisfies GridColDef,\n      {\n        field: 'tags',\n        headerName: 'Tags',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) => (row.tags ?? []).join(', '),\n      },\n      // The campaigns the lead is filed under (AGL-3254), by name — the\n      // ids are the storage.\n      {\n        field: 'campaignIds',\n        headerName: 'Campaign',\n        flex: 1,\n        minWidth: 150,\n        valueGetter: (_value: unknown, row: LeadRow) =>\n          Aglyn.readCampaignIds(row).map(campaignName).join(', '),\n      } satisfies GridColDef,\n      {\n        field: 'lastSeenAtMs',\n        headerName: 'Last seen',\n        flex: 0.9,\n        minWidth: 160,\n        valueGetter: (_value, row: LeadRow) =>\n          leadTimeLabel(row['lastSeenAtMs'] ?? row['createdAt']),\n      },\n      // The org's lead fields as optional columns (AGL-3272), read off the\n      // row's own `custom` map the way the contacts list reads its own.\n      // Ahead of the row menu, so the overflow stays at the right edge\n      // however many fields the org has defined.\n      ...customFieldColumns(leadFields.active),\n      {\n        field: 'actions',\n        headerName: '',\n        width: 56,\n        sortable: false,\n        filterable: false,\n        disableColumnMenu: true,\n        renderCell: ({ row }: { row: LeadRow }) => {\n          /*\n           * Why Convert is refused, in the order the lead's page refuses it:\n           * a converted lead has its contact already, a closed one was\n           * judged not real, and a person with an erasure pending must not\n           * be captured again — a conversion is a capture (AGL-2623).\n           */\n          const converted = Boolean(row.convertedContactId)\n          const erasurePending = Aglyn.readErasureRequestedAtMs(row) !== null\n          const convertRefusal = converted\n            ? 'This lead was converted'\n            : !Aglyn.isCrmLeadOpen(row)\n              ? 'This lead was unqualified'\n              : erasurePending\n                ? CONVERT_PENDING_ERASURE_REASON\n                : null\n          return (\n            <Box\n              onClick={(event) => event.stopPropagation()}\n              sx={{ display: 'flex', alignItems: 'center', height: '100%' }}\n            >\n              <RowActionsMenu\n                label={String(row['email'] ?? row.$id)}\n                items={[\n                  {\n                    key: 'open',\n                    label: 'Open lead',\n                    icon: (\n                      <MdiIcon path={mdiAccountArrowRight.path} size={0.8} />\n                    ),\n                    href: routes.lead(row.leadId),\n                  },\n                  {\n                    key: 'convert',\n                    label: 'Convert…',\n                    icon: (\n                      <MdiIcon\n                        path={mdiAccountConvertOutline.path}\n                        size={0.8}\n                      />\n                    ),\n                    onClick: () => setConverting(row),\n                    disabled: convertRefusal !== null,\n                    disabledReason: convertRefusal ?? undefined,\n                  },\n                  {\n                    key: 'assign',\n                    label: 'Assign owner',\n                    icon: (\n                      <MdiIcon path={mdiAccountTieOutline.path} size={0.8} />\n                    ),\n                    onClick: () => setAssigning(row),\n                  },\n                  {\n                    key: 'unqualify',\n                    label: 'Unqualify',\n                    icon: (\n                      <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />\n                    ),\n                    onClick: () => setUnqualifying(row),\n                    disabled:\n                      !Aglyn.isCrmLeadOpen(row) ||\n                      Boolean(row.convertedContactId),\n                    disabledReason: row.convertedContactId\n                      ? 'This lead was converted'\n                      : 'This lead is already closed',\n                  },\n                ]}\n              />\n            </Box>\n          )\n        },\n      },\n    ],\n    [\n      roster,\n      routes,\n      writeLead,\n      hostId,\n      mount,\n      campaignName,\n      leadFields.active,\n      leadSourceList.picklist,\n    ],\n  )\n  /* The column and sort models are the view's (AGL-2617). */\n  const grid = useCrmViewGrid(views, columns)\n\n  return (\n    <>\n      <CardDisplay\n        header={'Leads'}\n        help={Aglyn.pluginDocsHelp('contacts', {\n          anchor: '#whats-in-the-crm-area',\n        })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          // The record actions, top right and never clipped (AGL-3311).\n          action: (\n            <CrmListActions>\n              <LeadImportButton hostId={hostId} orgId={orgId} />\n              <Button size=\"small\" onClick={handleExport} disabled={!rows.length}>\n                {'Export CSV'}\n              </Button>\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                onClick={() => setCreateOpen(true)}\n              >\n                {'New lead'}\n              </Button>\n            </CrmListActions>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          {/* Which surfaces file a lead, by name (AGL-2612) — under a site its own, at the org level every site's (AGL-2638). */}\n          {hostId ? (\n            <LeadSurfacesNote hostId={hostId} />\n          ) : (\n            <OrgLeadSurfacesNote />\n          )}\n          {/* The filters sit above the grid they narrow, wrapping when narrow (AGL-3311). */}\n          <CrmListToolbar label=\"Lead filters\">\n            {/* The saved view this list is showing, beside the status it narrows to (AGL-2617). */}\n            <CrmViewsControl controller={views} allLabel=\"All leads\" />\n            <FormControl size=\"small\" sx={{ minWidth: 160 }}>\n              <InputLabel id={filterLabelId}>{'Show'}</InputLabel>\n              <Select\n                labelId={filterLabelId}\n                label=\"Show\"\n                value={filter}\n                onChange={(event) =>\n                  setFilter(event.target.value as LeadFilter)\n                }\n              >\n                {LEAD_FILTERS.map((option) => (\n                  <MenuItem key={option} value={option}>\n                    {LEAD_FILTER_LABELS[option]}\n                  </MenuItem>\n                ))}\n              </Select>\n            </FormControl>\n            {/* The verdict on the address (AGL-3245): the bounced, the blocked, the ones who left. */}\n            <FormControl size=\"small\" sx={{ minWidth: 160 }}>\n              <InputLabel id={emailFilterLabelId}>{'Email'}</InputLabel>\n              <Select\n                labelId={emailFilterLabelId}\n                label=\"Email\"\n                value={emailFilter}\n                onChange={(event) =>\n                  setEmailFilter(event.target.value as LeadEmailFilter)\n                }\n              >\n                {LEAD_EMAIL_FILTERS.map((option) => (\n                  <MenuItem key={option} value={option}>\n                    {LEAD_EMAIL_FILTER_LABELS[option]}\n                  </MenuItem>\n                ))}\n              </Select>\n            </FormControl>\n            {/* The campaign the lead is filed under (AGL-3254), by name. */}\n            <FormControl size=\"small\" sx={{ minWidth: 180 }}>\n              <InputLabel id={campaignFilterLabelId} shrink>\n                {'Campaign'}\n              </InputLabel>\n              <Select\n                labelId={campaignFilterLabelId}\n                label=\"Campaign\"\n                notched\n                value={campaignFilter}\n                onChange={(event) =>\n                  setCampaignFilter(String(event.target.value))\n                }\n                displayEmpty\n              >\n                <MenuItem value=\"\">{'Any campaign'}</MenuItem>\n                {campaigns.options.map((option) => (\n                  <MenuItem key={option.value} value={option.value}>\n                    {option.label}\n                  </MenuItem>\n                ))}\n                {/* A stored filter naming a campaign no longer listed stays selectable, by id, so it can be cleared. */}\n                {campaignFilter &&\n                !campaigns.options.some(\n                  (option) => option.value === campaignFilter,\n                ) ? (\n                  <MenuItem value={campaignFilter}>{campaignFilter}</MenuItem>\n                ) : null}\n              </Select>\n            </FormControl>\n            {/* Salesforce's Lead Source (AGL-3298): every value the org keeps, inactive ones marked. */}\n            <FormControl size=\"small\" sx={{ minWidth: 180 }}>\n              <InputLabel id={leadSourceFilterLabelId} shrink>\n                {'Lead source'}\n              </InputLabel>\n              <Select\n                labelId={leadSourceFilterLabelId}\n                label=\"Lead source\"\n                notched\n                value={leadSourceFilter}\n                onChange={(event) => setLeadSourceFilter(String(event.target.value))}\n                displayEmpty\n              >\n                <MenuItem value=\"\">{'Any lead source'}</MenuItem>\n                {leadSourceList.picklist.values.map((value) => (\n                  <MenuItem key={value.id} value={value.label}>\n                    {value.active ? value.label : `${value.label} (inactive)`}\n                  </MenuItem>\n                ))}\n                <MenuItem value={LEAD_SOURCE_FILTER_NONE}>{'No lead source'}</MenuItem>\n                {/* A stored filter naming a value no longer listed stays selectable, so it can be cleared. */}\n                {leadSourceFilter &&\n                leadSourceFilter !== LEAD_SOURCE_FILTER_NONE &&\n                !Aglyn.crmPicklistValueByLabel(leadSourceList.picklist, leadSourceFilter) ? (\n                  <MenuItem value={leadSourceFilter}>{leadSourceFilter}</MenuItem>\n                ) : null}\n              </Select>\n            </FormControl>\n            <TextField\n              size=\"small\"\n              value={search}\n              onChange={(event) => setSearch(event.target.value)}\n              placeholder=\"Search leads\"\n              slotProps={{\n                input: {\n                  startAdornment: (\n                    <InputAdornment position=\"start\">\n                      <MdiIcon path={mdiMagnify.path} size={0.8} />\n                    </InputAdornment>\n                  ),\n                },\n                htmlInput: { 'aria-label': 'Search leads', type: 'search' },\n              }}\n              sx={{ minWidth: 200 }}\n            />\n          </CrmListToolbar>\n          {status === 'success' && window.length === 0 ? (\n            <EmptyStateComponent\n              label={'No leads yet'}\n              description={\n                'Bookings and lead-routed forms on your site become leads on their own — or add one with New lead, or bring a list in with Import CSV.'\n              }\n            />\n          ) : status === 'success' && rows.length === 0 ? (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {`No ${LEAD_FILTER_LABELS[filter].toLowerCase()} leads` +\n                (search.trim() ? ` match “${search.trim()}”` : '') +\n                ` among the ${window.length.toLocaleString()} most recently seen.`}\n            </Typography>\n          ) : (\n            <>\n              <LeadsBulkBar\n                rows={rows}\n                selected={selectedIds}\n                onSelectedChange={setSelectedIds}\n                roster={roster}\n                csv={csvOptions}\n                orgId={orgId}\n                hostId={hostId}\n                org={org as Record<string, unknown> | undefined}\n              />\n              <CrmColumnOrderProvider value={grid.columnOrder}>\n                <ListTable\n                  rows={pageRows}\n                  columns={grid.columns}\n                  slots={CRM_LIST_SLOTS}\n                  selectable={{\n                    selected: selectedIds,\n                    onChange: setSelectedIds,\n                  }}\n                  loading={status === 'loading'}\n                  onOpen={(_id, row: LeadRow) =>\n                    router.push(\n                      routes.lead(row.leadId),\n                    )\n                  }\n                  // Columns and sort are the view's, controlled (AGL-2617).\n                  columnVisibilityModel={grid.columnVisibilityModel}\n                  onColumnVisibilityModelChange={\n                    grid.onColumnVisibilityModelChange\n                  }\n                  sortModel={grid.sortModel}\n                  onSortModelChange={grid.onSortModelChange}\n                  // The search is the section's, above: the grid's own box\n                  // would search this page alone.\n                  quickFilter={false}\n                  // Paged by the footer below, so the grid must not also slice.\n                  hideFooter\n                />\n              </CrmColumnOrderProvider>\n              <ListPagination\n                page={page}\n                pageSize={pageSize}\n                rowCount={pageRows.length}\n                count={rows.length}\n                onPageChange={setPage}\n                onPageSizeChange={setPageSize}\n              />\n            </>\n          )}\n          {truncated ? (\n            <Alert severity=\"info\">\n              {`Showing the ${LEADS_WINDOW.toLocaleString()} most recently seen ` +\n                'leads. The search box and the status filter narrow these ' +\n                `${LEADS_WINDOW.toLocaleString()} only; older leads are still ` +\n                'listed in the Inbox and reached by campaign audiences.'}\n            </Alert>\n          ) : null}\n        </Stack>\n      </CardDisplay>\n      <NewLeadDrawer\n        open={createOpen}\n        onClose={() => setCreateOpen(false)}\n        hostId={hostId ?? null}\n        org={org as Record<string, unknown> | undefined}\n        busy={createBusy}\n        error={createError}\n        roster={roster}\n        orgId={orgId}\n        onSubmit={(values) => void handleCreate(values)}\n      />\n      <AssignOwnerDialog\n        lead={assigning}\n        roster={roster}\n        onClose={() => setAssigning(null)}\n        onAssign={(uid) => {\n          if (!assigning) return\n          void writeLead(\n            assigning,\n            { ownerUid: uid || deleteField() },\n            uid ? 'Owner assigned' : 'Owner cleared',\n          )\n          setAssigning(null)\n        }}\n      />\n      <LeadUnqualifyDialog\n        open={Boolean(unqualifying)}\n        onClose={() => setUnqualifying(null)}\n        hostId={hostId ?? null}\n        leadId={unqualifying?.leadId ?? ''}\n        leadLabel={String(\n          unqualifying?.['name'] || unqualifying?.['email'] || '',\n        )}\n      />\n      {/* The site the conversion is filed as (AGL-2641), which since\n          AGL-3275 is the first site that captured this person rather than\n          \"the site the row lives under\" — a lead shared by a consent group\n          lives under none of them in particular. Under a site the mounted\n          one is used, and the two agree for every single-brand org. */}\n      <LeadConvertDialog\n        open={Boolean(converting)}\n        onClose={() => setConverting(null)}\n        hostId={\n          hostId ??\n          (Aglyn.leadPrimaryGroup(converting, org as Record<string, unknown>).hostId || null)\n        }\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={converting?.leadId ?? ''}\n        lead={converting ?? {}}\n        basePath={basePath ?? ''}\n        roster={roster}\n      />\n    </>\n  )\n}\nCrmLeadsSection.displayName = 'CrmLeadsSection'\n\n/**\n * The status, editable in place for a lead that is still open.\n *\n * A converted lead shows the chip alone: its status IS the conversion, and\n * the route stamped it. The select stops its click from reaching the row, or\n * every status change would also open the record.\n */\nfunction InlineStatus(props: {\n  lead: LeadRow\n  onChange: (next: CrmLeadStatus) => void\n}) {\n  const { lead, onChange } = props\n  if (lead.convertedContactId) {\n    return (\n      <Box sx={{ display: 'flex', alignItems: 'center', height: '100%' }}>\n        <LeadStatusChip lead={lead} />\n      </Box>\n    )\n  }\n  const status = Aglyn.crmLeadStatus(lead)\n  return (\n    <Box\n      onClick={(event) => event.stopPropagation()}\n      sx={{\n        display: 'flex',\n        alignItems: 'center',\n        height: '100%',\n        width: '100%',\n      }}\n    >\n      <Select\n        size=\"small\"\n        variant=\"standard\"\n        disableUnderline\n        value={status}\n        onChange={(event) => onChange(event.target.value as CrmLeadStatus)}\n        renderValue={() => <LeadStatusChip lead={lead} />}\n        sx={{ width: '100%' }}\n      >\n        <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n        <MenuItem value=\"working\">\n          {Aglyn.CRM_LEAD_STATUS_LABELS.working}\n        </MenuItem>\n        <MenuItem value=\"unqualified\">{`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}</MenuItem>\n      </Select>\n    </Box>\n  )\n}\nInlineStatus.displayName = 'InlineStatus'\n\n/** Hand a lead to a team member. */\nfunction AssignOwnerDialog(props: {\n  lead: LeadRow | null\n  roster: OrgMemberOptions\n  onClose: () => void\n  onAssign: (uid: string) => void\n}) {\n  const { lead, roster, onClose, onAssign } = props\n  const [uid, setUid] = useState<string | null>(null)\n  const current = uid ?? String(lead?.ownerUid ?? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/leads-section.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  ConsolePluginPageProps,\n  CrmLeadFields,\n  CrmViewFilterClause,\n  CrmLeadStatus,\n} from '@aglyn/aglyn'\nimport {\n  mdiAccountArrowRight,\n  mdiAccountCancelOutline,\n  mdiAccountConvertOutline,\n  mdiAccountTieOutline,\n} from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n  type OrgMemberOptions,\n  useOrgMemberOptions,\n} from '../hooks/use-org-member-options'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { scopeTokensForHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { customFieldColumns } from './contact-custom-columns'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport { useOrgLeads } from '../hooks/use-org-leads'\nimport CrmViewsControl from './crm-views-control'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport RowActionsMenu from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Box,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  MenuItem,\n  Select,\n  Stack,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport {\n  collection,\n  deleteField,\n  doc,\n  limit,\n  orderBy,\n  query,\n  serverTimestamp,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  LEAD_EMAIL_FILTER_OPTIONS,\n  LEAD_FILTER_CODECS,\n  LEAD_LIST_FILTER_FIELDS,\n  LEAD_LIST_FILTER_HEADERS,\n  LEAD_SOURCE_FILTER_NONE,\n  LEAD_STATUS_FILTER_OPTIONS,\n  leadClausesForGrid,\n  leadClausesToStore,\n  leadMatchesClauses,\n  leadMatchesSearch,\n} from '../model/lead-filters'\nimport {\n  type CrmFilterOption,\n  crmFilterColumns,\n} from '../model/crm-grid-filter'\nimport { useCrmGridFilter } from '../hooks/use-crm-grid-filter'\nimport CrmFilterBar from './crm-filter-bar'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { type LeadCsvOptions, leadsCsv } from '../model/leads-csv'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport {\n  leadSourceLabel,\n  leadSources,\n  leadTimeLabel,\n} from './lead-history-card'\nimport { LeadImportButton } from './lead-import-drawer'\nimport NewLeadDrawer, { type NewLeadValues } from './new-lead-drawer'\nimport { useCrmApi } from './use-crm-api'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { CONVERT_PENDING_ERASURE_REASON } from './lead-properties-card'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { LeadStatusChip } from './lead-status-chip'\nimport LeadSurfacesNote from './lead-surfaces-note'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport LeadsBulkBar from './leads-bulk-bar'\nimport OrgLeadSurfacesNote from './org-lead-surfaces-note'\n\n/**\n * How many leads the section reads: the newest by last seen, plus one probe\n * row so \"there are more\" is a fact rather than a guess at the boundary.\n *\n * A CEILING and a client-side filter rather than a paged status query, and\n * the reason is the lead documents themselves. Every lead the capture door\n * writes carries NO `status` — the field exists only once somebody in the\n * CRM has touched the lead — and Firestore cannot select documents by a\n * field's absence: `where('status','in',[…])`, `!=` and `not-in` all skip a\n * document without the field. A server-side \"open leads\" query would\n * therefore hide every lead nobody has worked yet, which is the entire\n * population the section exists to show on the day it ships. So the query\n * is the one order every lead can satisfy (`lastSeenAtMs`, stamped on every\n * capture), and the status filter narrows the loaded window — said out loud\n * beneath the table whenever the window is not the whole collection.\n *\n * The window is then PAGED in memory under the shared footer, the way the\n * workspace pickers page a slice of a window they cannot re-key: the rows\n * are already in the snapshot, so turning a page costs nothing, and the\n * footer's count is exact because it counts the filtered window rather than\n * a collection nobody has measured.\n */\nconst LEADS_WINDOW = 200\n\n/**\n * One row of the list. `$id` keys the grid and `leadId` names the document,\n * and they are the same value at both levels (AGL-3275).\n *\n * `$id` used to be `{hostId}/{leadId}` at the organization level, because a\n * lead's id is a person key and the same person met by two sites was two\n * documents carrying it — so the id alone could not key a list that spanned\n * sites. One org collection ends that, and the row no longer carries a site\n * at all: which sites hold this person is `capturedByHostIds`, a fact about\n * the person rather than part of their address.\n */\ntype LeadRow = Record<string, unknown> &\n  CrmLeadFields & { $id: string; leadId: string }\n\n/**\n * `/crm/leads` — the people a site has met but not yet qualified (AGL-2608).\n *\n * A section of its own, the way Salesforce keeps Leads apart from Contacts:\n * a lead is a capture — a form, a booking, a sign-up — that somebody has\n * still to work, and it converts into a contact, a company and a deal when\n * it is real. Reads `orgs/{orgId}/leads` narrowed by `visibleTo` to the sites\n * this viewer may see (AGL-3275) — the same collection and the same clause at\n * both levels, which is what lets ONE listener serve a section that used to\n * open one per site.\n *\n * Under a site the clause names that site; at the ORGANIZATION level an\n * org-wide member reads without one, since the rules short-circuit on\n * `isOrgWideMember()` and a clause would only narrow what they may already\n * read. The per-site notes — which of a site's forms file a lead — belong to\n * a site's own hub and are not drawn here.\n */\nexport function CrmLeadsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const router = useRouter()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, createHostId } = useCrmScope({ hostId, org })\n  const mount = useCrmOrgMount()\n  const roster = useOrgMemberOptions(orgId)\n  // The org's lead fields, for the optional columns below (AGL-3272).\n  const leadFields = useContactFieldDefinitions(orgId, 'lead')\n  // The org's lead source values (AGL-3298): the filter's menu and the\n  // column's sort order.\n  const leadSourceList = useLeadSourcePicklist(orgId)\n  const routes = crmRoutes(basePath ?? '')\n\n  /*\n   * Under a site: the ORG collection, narrowed to what this site may see\n   * (AGL-3275). It read `hosts/{hostId}/leads` until the silo moved, and\n   * leaving it there would have shown a site its pre-migration rows and\n   * nothing captured since — then nothing at all, once AGL-3276 emptied the\n   * path it was reading.\n   */\n  const site = useFirestoreCollection<\n    Record<string, unknown> & CrmLeadFields & { $id: string }\n  >(\n    () =>\n      hostId && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, 'leads'),\n            where('visibleTo', 'array-contains-any', scopeTokensForHost(hostId)),\n            orderBy('lastSeenAtMs', 'desc'),\n            limit(LEADS_WINDOW + 1),\n          )\n        : null,\n    [firestore, hostId, orgId],\n    { idField: '$id' },\n  )\n  // At the organization level: every site's window, merged.\n  const orgHostIds = useMemo(\n    () => (hostId ? [] : (mount?.hosts ?? []).map((host) => host.id)),\n    [hostId, mount?.hosts],\n  )\n  /*\n   * ONE LISTENER (AGL-3275), where this used to fan out across the org's\n   * sites and merge. At the organization level an org-wide member reads with\n   * no scope clause, which is what `visibleTo: null` asks for.\n   */\n  const orgLeads = useOrgLeads({\n    orgId,\n    visibleTo: null,\n    windowSize: LEADS_WINDOW,\n  })\n  const leadDocs = useMemo<LeadRow[]>(\n    () =>\n      hostId\n        ? site.data.map((row) => ({ ...row, leadId: row.$id }))\n        : orgLeads.data,\n    [hostId, site.data, orgLeads.data],\n  )\n  const status = hostId\n    ? site.status\n    : mount?.hostsReady && !orgHostIds.length\n      ? 'success'\n      : orgLeads.status\n  const truncated = hostId ? leadDocs.length > LEADS_WINDOW : orgLeads.truncated\n  const window = useMemo(() => leadDocs.slice(0, LEADS_WINDOW), [leadDocs])\n\n  /*\n   * What the list is narrowed by is the saved VIEW'S (AGL-2617), and the\n   * grid's own Filters panel and quick search edit it (AGL-3313): Status,\n   * Email, Owner, Lead source and Campaign are select columns of the grid.\n   * The clauses keep the shape the old dropdowns stored — see\n   * `leadClausesForGrid` — so no saved view of leads loses its filter.\n   */\n  const views = useCrmSavedView({\n    section: 'leads',\n    hostId,\n    org: props.org,\n    basePath: basePath ?? '',\n  })\n  const clauses = useMemo(\n    () => leadClausesForGrid(views.state.filters),\n    [views.state.filters],\n  )\n  const setClauses = useCallback(\n    (next: CrmViewFilterClause[]) => views.setFilters(leadClausesToStore(next)),\n    [views.setFilters],\n  )\n  const gridFilter = useCrmGridFilter({\n    clauses,\n    onChange: setClauses,\n    selectFields: ['status', 'emailState', 'ownerUid'],\n    codecs: LEAD_FILTER_CODECS,\n  })\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n  const campaignName = useCallback(\n    (id: string) =>\n      campaigns.options.find((option) => option.value === id)?.label ?? id,\n    [campaigns.options],\n  )\n  /*\n   * The choices each select column offers. A stored clause naming a value\n   * no longer listed — a retired campaign, a lead source since removed —\n   * stays a choice, so the panel can show it and clear it.\n   */\n  const filterOptions = useMemo<Record<string, CrmFilterOption[]>>(() => {\n    const stale = (field: string, known: readonly { value: string }[]) =>\n      clauses\n        .filter((clause) => clause.field === field && clause.op !== 'isEmpty')\n        .flatMap((clause) => clause.value.split(','))\n        .map((value) => value.trim())\n        .filter((value) => value && !known.some((option) => option.value === value))\n        .map((value) => ({ value, label: value }))\n    const campaignOptions = campaigns.options.map((option) => ({\n      value: option.value,\n      label: option.label,\n    }))\n    // Salesforce's Lead Source (AGL-3298): every value the org keeps, inactive ones marked.\n    const sourceOptions = [\n      ...leadSourceList.picklist.values.map((value) => ({\n        value: value.label,\n        label: value.active ? value.label : `${value.label} (inactive)`,\n      })),\n      { value: LEAD_SOURCE_FILTER_NONE, label: 'No lead source' },\n    ]\n    return {\n      status: LEAD_STATUS_FILTER_OPTIONS,\n      emailState: LEAD_EMAIL_FILTER_OPTIONS,\n      ownerUid: roster.options.map((option) => ({\n        value: option.uid,\n        label: Aglyn.crmMemberPickerLabel(option),\n      })),\n      campaignIds: [...campaignOptions, ...stale('campaignIds', campaignOptions)],\n      leadSource: [...sourceOptions, ...stale('leadSource', sourceOptions)],\n    }\n  }, [clauses, campaigns.options, leadSourceList.picklist, roster.options])\n  /*\n   * Every clause and the search narrow the whole loaded WINDOW here, before\n   * the footer's count and the page slice (AGL-3246). The grid holds one\n   * page of it, so a filter or a quick search the grid ran itself would\n   * answer \"no match\" for a lead on page three.\n   */\n  const searchKey = gridFilter.searchWords.join(' ')\n  const rows = useMemo(\n    () =>\n      window.filter(\n        (lead) =>\n          leadMatchesClauses(lead, clauses) &&\n          leadMatchesSearch(lead, searchKey),\n      ),\n    [window, clauses, searchKey],\n  )\n  const [page, setPage] = useState(0)\n  const [pageSize, setPageSize] = useState(TABLE_PAGE_SIZE_DEFAULT)\n  // A new filter or search term starts on page one: page three of the open\n  // leads is not a page of the unqualified ones, and an out-of-range page\n  // renders empty.\n  useEffect(() => {\n    setPage(0)\n  }, [views.state.filters, searchKey])\n  const pageRows = useMemo(\n    () => rows.slice(page * pageSize, (page + 1) * pageSize),\n    [rows, page, pageSize],\n  )\n\n  /*\n   * The ticked rows, for the bulk bar (AGL-2662). Cleared when the filter or\n   * the search term changes: a selection made on the open leads is not a\n   * selection of the unqualified ones, and the bar's count would be over\n   * rows no longer listed.\n   */\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  useEffect(\n    () => setSelectedIds([]),\n    [views.state.filters, searchKey],\n  )\n  // How the file names the owner and, at the org level, the site.\n  const csvOptions: LeadCsvOptions = useMemo(\n    () => ({\n      ownerEmail: roster.emailFor,\n      ...(hostId ? {} : { siteName: (id: string) => mount?.siteName(id) }),\n    }),\n    [roster.emailFor, hostId, mount],\n  )\n  // The listed window — every row the filter and the search admit, not just\n  // the page.\n  const handleExport = useCallback(() => {\n    downloadTextFile('leads.csv', 'text/csv', leadsCsv(rows, csvOptions))\n  }, [rows, csvOptions])\n\n  const [assigning, setAssigning] = useState<LeadRow | null>(null)\n  const [unqualifying, setUnqualifying] = useState<LeadRow | null>(null)\n  // The row whose conversion dialog is open (AGL-2641) — the same dialog\n  // the lead's page opens, fed the row so the list is one click shorter.\n  const [converting, setConverting] = useState<LeadRow | null>(null)\n\n  /*==========================================\n   * NEW LEAD (AGL-3231) — Salesforce's New Lead, in a drawer over the\n   * list. The route files the lead through the one lead door under the\n   * mounted site, or at the organization level under the site the drawer's\n   * picker named; the drawer holds its submit until one is known. It makes\n   * a lead and nothing else — the conversion is what makes the contact.\n   *=========================================*/\n  const crmApi = useCrmApi(createHostId)\n  const [createOpen, setCreateOpen] = useState(false)\n  const [createBusy, setCreateBusy] = useState(false)\n  const [createError, setCreateError] = useState<string | null>(null)\n  const handleCreate = useCallback(\n    async (values: NewLeadValues) => {\n      setCreateBusy(true)\n      setCreateError(null)\n      try {\n        const { response, payload } = await crmApi('leads-create', {\n          email: values.email,\n          ...(values.name ? { name: values.name } : {}),\n          ...(values.company ? { company: values.company } : {}),\n          ...(values.jobTitle ? { jobTitle: values.jobTitle } : {}),\n          ...(values.phone ? { phone: values.phone } : {}),\n          ...(values.website ? { website: values.website } : {}),\n          ...(values.leadSource ? { leadSource: values.leadSource } : {}),\n          ...(values.address ? { address: values.address } : {}),\n          ...(values.tags.length ? { tags: values.tags } : {}),\n          ...(values.campaignIds.length\n            ? { campaignIds: values.campaignIds }\n            : {}),\n          ...(values.ownerUid ? { ownerUid: values.ownerUid } : {}),\n          ...(values.notes ? { notes: values.notes } : {}),\n          // The org's own lead fields (AGL-3272), sent only when one was\n          // filled — the route reads the definitions to judge the map, and\n          // a body without it pays for no read.\n          ...(values.custom ? { custom: values.custom } : {}),\n          status: values.status,\n        })\n        if (!response.ok) {\n          // The route's own sentence, shown above the form unchanged.\n          setCreateError(\n            String(payload['error'] ?? 'The lead could not be added.'),\n          )\n          return\n        }\n        // The activity entry is the route's: it verified the caller and\n        // performed the write.\n        enqueueSnackbar(\n          payload['created']\n            ? 'Lead added'\n            : 'This site already held a lead for that address — it was updated',\n          { variant: 'success', persist: false },\n        )\n        setCreateOpen(false)\n      } catch (error) {\n        console.error(error)\n        setCreateError('The lead could not be added.')\n      } finally {\n        setCreateBusy(false)\n      }\n    },\n    [crmApi, enqueueSnackbar],\n  )\n\n  const writeLead = useCallback(\n    async (lead: LeadRow, fields: Record<string, unknown>, done: string) => {\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      try {\n        await updateDoc(\n          doc(firestore, 'orgs', orgId, 'leads', lead.leadId),\n          {\n            ...fields,\n            updatedAt: serverTimestamp(),\n          },\n        )\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error\n            ? error.message\n            : 'The lead could not be updated.',\n          { variant: 'error' },\n        )\n      }\n    },\n    [firestore, enqueueSnackbar],\n  )\n\n  const columns = useMemo<GridColDef[]>(\n    () => [\n      {\n        field: 'name',\n        headerName: 'Lead',\n        flex: 1.4,\n        minWidth: 160,\n        valueGetter: (_value, row: LeadRow) =>\n          String(row['name'] || row['email'] || ''),\n        renderCell: ({ row }: { row: LeadRow }) => (\n          <Stack\n            spacing={0}\n            sx={{ minWidth: 0, justifyContent: 'center', height: '100%' }}\n          >\n            <Typography variant=\"body2\" noWrap>\n              {String(row['name'] || row['email'] || row.$id)}\n            </Typography>\n            {row['name'] ? (\n              <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n                {String(row['email'] ?? '')}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      // The lead's own profile (AGL-3231): the two facts a work queue is\n      // scanned by, beside the person.\n      {\n        field: 'company',\n        headerName: 'Company',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) => String(row.company ?? ''),\n      },\n      {\n        field: 'jobTitle',\n        headerName: 'Title',\n        flex: 0.9,\n        minWidth: 130,\n        valueGetter: (_value, row: LeadRow) => String(row.jobTitle ?? ''),\n      },\n      {\n        field: 'status',\n        headerName: 'Status',\n        flex: 0.9,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => Aglyn.crmLeadStatus(row),\n        renderCell: ({ row }: { row: LeadRow }) => (\n          <InlineStatus\n            lead={row}\n            onChange={(next) => {\n              if (next === 'unqualified') {\n                setUnqualifying(row)\n                return\n              }\n              void writeLead(\n                row,\n                {\n                  status: next,\n                  ...(Aglyn.crmLeadStatus(row) === 'unqualified'\n                    ? { unqualifiedReason: deleteField() }\n                    : {}),\n                },\n                'Status updated',\n              )\n            }}\n          />\n        ),\n      },\n      {\n        /*\n         * The verdict on the address (AGL-3245): the chip the lead's page\n         * carries, so a bounced lead is told apart in the queue it is worked\n         * from; its label for the sort and the export.\n         */\n        field: 'emailState',\n        headerName: 'Email',\n        flex: 0.9,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? Aglyn.EMAIL_STATE_LABELS[state.status] : ''\n        },\n        renderCell: ({ row }: { row: LeadRow }) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? (\n            <CrmEmailStateChip state={state} />\n          ) : (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          )\n        },\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) =>\n          row.ownerUid ? roster.labelFor(row.ownerUid) : 'Unassigned',\n      },\n      // Only at the organization level, where a row can be any site's.\n      ...(hostId\n        ? []\n        : [\n            {\n              field: 'hostId',\n              headerName: 'Site',\n              flex: 0.9,\n              minWidth: 140,\n              /*\n               * KNOWN BY, not \"the site\" (AGL-3275). A lead is one org row\n               * and several sites in a consent group can hold the same\n               * person, so this names every site that captured them — the\n               * answer the Contacts list has always given in its own column.\n               */\n              valueGetter: (_value: unknown, row: LeadRow) => {\n                const held = Array.isArray(row['capturedByHostIds'])\n                  ? (row['capturedByHostIds'] as string[])\n                  : []\n                return held.map((id) => mount?.siteName(id) ?? id).join(', ')\n              },\n            } satisfies GridColDef,\n          ]),\n      {\n        field: 'sources',\n        headerName: 'Source',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) =>\n          leadSources(row).map(leadSourceLabel).join(', '),\n      },\n      /*\n       * Salesforce's Lead Source (AGL-3298), beside the surfaces that\n       * captured the person. Sorted in the order the org keeps its values,\n       * as a picklist sorts, with a value the list does not hold after\n       * every listed one and a lead with none last.\n       */\n      {\n        field: 'leadSource',\n        headerName: 'Lead source',\n        flex: 1,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => String(row.leadSource ?? ''),\n        sortComparator: (a: unknown, b: unknown) =>\n          Aglyn.crmPicklistRank(leadSourceList.picklist, a) -\n            Aglyn.crmPicklistRank(leadSourceList.picklist, b) ||\n          String(a ?? '').localeCompare(String(b ?? '')),\n      } satisfies GridColDef,\n      {\n        field: 'tags',\n        headerName: 'Tags',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) => (row.tags ?? []).join(', '),\n      },\n      // The campaigns the lead is filed under (AGL-3254), by name — the\n      // ids are the storage.\n      {\n        field: 'campaignIds',\n        headerName: 'Campaign',\n        flex: 1,\n        minWidth: 150,\n        valueGetter: (_value: unknown, row: LeadRow) =>\n          Aglyn.readCampaignIds(row).map(campaignName).join(', '),\n      } satisfies GridColDef,\n      {\n        field: 'lastSeenAtMs',\n        headerName: 'Last seen',\n        flex: 0.9,\n        minWidth: 160,\n        valueGetter: (_value, row: LeadRow) =>\n          leadTimeLabel(row['lastSeenAtMs'] ?? row['createdAt']),\n      },\n      // The org's lead fields as optional columns (AGL-3272), read off the\n      // row's own `custom` map the way the contacts list reads its own.\n      // Ahead of the row menu, so the overflow stays at the right edge\n      // however many fields the org has defined.\n      ...customFieldColumns(leadFields.active),\n      {\n        field: 'actions',\n        headerName: '',\n        width: 56,\n        sortable: false,\n        filterable: false,\n        disableColumnMenu: true,\n        renderCell: ({ row }: { row: LeadRow }) => {\n          /*\n           * Why Convert is refused, in the order the lead's page refuses it:\n           * a converted lead has its contact already, a closed one was\n           * judged not real, and a person with an erasure pending must not\n           * be captured again — a conversion is a capture (AGL-2623).\n           */\n          const converted = Boolean(row.convertedContactId)\n          const erasurePending = Aglyn.readErasureRequestedAtMs(row) !== null\n          const convertRefusal = converted\n            ? 'This lead was converted'\n            : !Aglyn.isCrmLeadOpen(row)\n              ? 'This lead was unqualified'\n              : erasurePending\n                ? CONVERT_PENDING_ERASURE_REASON\n                : null\n          return (\n            <Box\n              onClick={(event) => event.stopPropagation()}\n              sx={{ display: 'flex', alignItems: 'center', height: '100%' }}\n            >\n              <RowActionsMenu\n                label={String(row['email'] ?? row.$id)}\n                items={[\n                  {\n                    key: 'open',\n                    label: 'Open lead',\n                    icon: (\n                      <MdiIcon path={mdiAccountArrowRight.path} size={0.8} />\n                    ),\n                    href: routes.lead(row.leadId),\n                  },\n                  {\n                    key: 'convert',\n                    label: 'Convert…',\n                    icon: (\n                      <MdiIcon\n                        path={mdiAccountConvertOutline.path}\n                        size={0.8}\n                      />\n                    ),\n                    onClick: () => setConverting(row),\n                    disabled: convertRefusal !== null,\n                    disabledReason: convertRefusal ?? undefined,\n                  },\n                  {\n                    key: 'assign',\n                    label: 'Assign owner',\n                    icon: (\n                      <MdiIcon path={mdiAccountTieOutline.path} size={0.8} />\n                    ),\n                    onClick: () => setAssigning(row),\n                  },\n                  {\n                    key: 'unqualify',\n                    label: 'Unqualify',\n                    icon: (\n                      <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />\n                    ),\n                    onClick: () => setUnqualifying(row),\n                    disabled:\n                      !Aglyn.isCrmLeadOpen(row) ||\n                      Boolean(row.convertedContactId),\n                    disabledReason: row.convertedContactId\n                      ? 'This lead was converted'\n                      : 'This lead is already closed',\n                  },\n                ]}\n              />\n            </Box>\n          )\n        },\n      },\n    ],\n    [\n      roster,\n      routes,\n      writeLead,\n      hostId,\n      mount,\n      campaignName,\n      leadFields.active,\n      leadSourceList.picklist,\n    ],\n  )\n  /*\n   * The column and sort models are the view's (AGL-2617); the filterable\n   * columns are the declared fields, as selects over their choices (AGL-3313).\n   */\n  const filterColumns = useMemo(\n    () =>\n      crmFilterColumns(columns, LEAD_LIST_FILTER_FIELDS, filterOptions, LEAD_LIST_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const grid = useCrmViewGrid(views, filterColumns)\n\n  return (\n    <>\n      <CardDisplay\n        header={'Leads'}\n        help={Aglyn.pluginDocsHelp('contacts', {\n          anchor: '#whats-in-the-crm-area',\n        })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          // The record actions, top right and never clipped (AGL-3311).\n          action: (\n            <CrmListActions>\n              <LeadImportButton hostId={hostId} orgId={orgId} />\n              <Button size=\"small\" onClick={handleExport} disabled={!rows.length}>\n                {'Export CSV'}\n              </Button>\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                onClick={() => setCreateOpen(true)}\n              >\n                {'New lead'}\n              </Button>\n            </CrmListActions>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          {/* Which surfaces file a lead, by name (AGL-2612) — under a site its own, at the org level every site's (AGL-2638). */}\n          {hostId ? (\n            <LeadSurfacesNote hostId={hostId} />\n          ) : (\n            <OrgLeadSurfacesNote />\n          )}\n          {/*\n            The saved view, and every clause it is narrowed by as a chip\n            (AGL-3313). The clauses are set in the grid's own Filters panel;\n            the chips show the whole set, which that panel shows one of.\n          */}\n          <CrmListToolbar label=\"Lead filters\">\n            <CrmViewsControl controller={views} allLabel=\"All leads\" />\n            <CrmFilterBar\n              fields={LEAD_LIST_FILTER_FIELDS}\n              headers={LEAD_LIST_FILTER_HEADERS}\n              clauses={clauses}\n              onChange={setClauses}\n              options={filterOptions}\n              marksServed={false}\n            />\n          </CrmListToolbar>\n          {status === 'success' && window.length === 0 ? (\n            <EmptyStateComponent\n              label={'No leads yet'}\n              description={\n                'Bookings and lead-routed forms on your site become leads on their own — or add one with New lead, or bring a list in with Import CSV.'\n              }\n            />\n          ) : (\n            <>\n              <LeadsBulkBar\n                rows={rows}\n                selected={selectedIds}\n                onSelectedChange={setSelectedIds}\n                roster={roster}\n                csv={csvOptions}\n                orgId={orgId}\n                hostId={hostId}\n                org={org as Record<string, unknown> | undefined}\n              />\n              <CrmColumnOrderProvider value={grid.columnOrder}>\n                <ListTable\n                  rows={pageRows}\n                  columns={grid.columns}\n                  slots={CRM_LIST_SLOTS}\n                  selectable={{\n                    selected: selectedIds,\n                    onChange: setSelectedIds,\n                  }}\n                  loading={status === 'loading'}\n                  onOpen={(_id, row: LeadRow) =>\n                    router.push(\n                      routes.lead(row.leadId),\n                    )\n                  }\n                  // Columns and sort are the view's, controlled (AGL-2617).\n                  columnVisibilityModel={grid.columnVisibilityModel}\n                  onColumnVisibilityModelChange={\n                    grid.onColumnVisibilityModelChange\n                  }\n                  sortModel={grid.sortModel}\n                  onSortModelChange={grid.onSortModelChange}\n                  // The panel and the search are the grid's; the section\n                  // answers both over the whole window (AGL-3313).\n                  filterMode=\"server\"\n                  filterModel={gridFilter.filterModel}\n                  onFilterModelChange={gridFilter.onFilterModelChange}\n                  quickFilter\n                  noRowsLabel={`No leads match among the ${window.length.toLocaleString()} most recently seen`}\n                  // Paged by the footer below, so the grid must not also slice.\n                  hideFooter\n                />\n              </CrmColumnOrderProvider>\n              <ListPagination\n                page={page}\n                pageSize={pageSize}\n                rowCount={pageRows.length}\n                count={rows.length}\n                onPageChange={setPage}\n                onPageSizeChange={setPageSize}\n              />\n            </>\n          )}\n          {truncated ? (\n            <Alert severity=\"info\">\n              {`Showing the ${LEADS_WINDOW.toLocaleString()} most recently seen ` +\n                'leads. The filters and the search narrow these ' +\n                `${LEADS_WINDOW.toLocaleString()} only; older leads are still ` +\n                'listed in the Inbox and reached by campaign audiences.'}\n            </Alert>\n          ) : null}\n        </Stack>\n      </CardDisplay>\n      <NewLeadDrawer\n        open={createOpen}\n        onClose={() => setCreateOpen(false)}\n        hostId={hostId ?? null}\n        org={org as Record<string, unknown> | undefined}\n        busy={createBusy}\n        error={createError}\n        roster={roster}\n        orgId={orgId}\n        onSubmit={(values) => void handleCreate(values)}\n      />\n      <AssignOwnerDialog\n        lead={assigning}\n        roster={roster}\n        onClose={() => setAssigning(null)}\n        onAssign={(uid) => {\n          if (!assigning) return\n          void writeLead(\n            assigning,\n            { ownerUid: uid || deleteField() },\n            uid ? 'Owner assigned' : 'Owner cleared',\n          )\n          setAssigning(null)\n        }}\n      />\n      <LeadUnqualifyDialog\n        open={Boolean(unqualifying)}\n        onClose={() => setUnqualifying(null)}\n        hostId={hostId ?? null}\n        leadId={unqualifying?.leadId ?? ''}\n        leadLabel={String(\n          unqualifying?.['name'] || unqualifying?.['email'] || '',\n        )}\n      />\n      {/* The site the conversion is filed as (AGL-2641), which since\n          AGL-3275 is the first site that captured this person rather than\n          \"the site the row lives under\" — a lead shared by a consent group\n          lives under none of them in particular. Under a site the mounted\n          one is used, and the two agree for every single-brand org. */}\n      <LeadConvertDialog\n        open={Boolean(converting)}\n        onClose={() => setConverting(null)}\n        hostId={\n          hostId ??\n          (Aglyn.leadPrimaryGroup(converting, org as Record<string, unknown>).hostId || null)\n        }\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={converting?.leadId ?? ''}\n        lead={converting ?? {}}\n        basePath={basePath ?? ''}\n        roster={roster}\n      />\n    </>\n  )\n}\nCrmLeadsSection.displayName = 'CrmLeadsSection'\n\n/**\n * The status, editable in place for a lead that is still open.\n *\n * A converted lead shows the chip alone: its status IS the conversion, and\n * the route stamped it. The select stops its click from reaching the row, or\n * every status change would also open the record.\n */\nfunction InlineStatus(props: {\n  lead: LeadRow\n  onChange: (next: CrmLeadStatus) => void\n}) {\n  const { lead, onChange } = props\n  if (lead.convertedContactId) {\n    return (\n      <Box sx={{ display: 'flex', alignItems: 'center', height: '100%' }}>\n        <LeadStatusChip lead={lead} />\n      </Box>\n    )\n  }\n  const status = Aglyn.crmLeadStatus(lead)\n  return (\n    <Box\n      onClick={(event) => event.stopPropagation()}\n      sx={{\n        display: 'flex',\n        alignItems: 'center',\n        height: '100%',\n        width: '100%',\n      }}\n    >\n      <Select\n        size=\"small\"\n        variant=\"standard\"\n        disableUnderline\n        value={status}\n        onChange={(event) => onChange(event.target.value as CrmLeadStatus)}\n        renderValue={() => <LeadStatusChip lead={lead} />}\n        sx={{ width: '100%' }}\n      >\n        <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n        <MenuItem value=\"working\">\n          {Aglyn.CRM_LEAD_STATUS_LABELS.working}\n        </MenuItem>\n        <MenuItem value=\"unqualified\">{`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}</MenuItem>\n      </Select>\n    </Box>\n  )\n}\nInlineStatus.displayName = 'InlineStatus'\n\n/** Hand a lead to a team member. */\nfunction AssignOwnerDialog(props: {\n  lead: LeadRow | null\n  roster: OrgMemberOptions\n  onClose: () => void\n  onAssign: (uid: string) => void\n}) {\n  const { lead, roster, onClose, onAssign } = props\n  const [uid, setUid] = useState<string | null>(null)\n  const current = uid ?? String(lead?.ownerUid ?? '')\n  return (\n    <Dialog\n      open={Boolean(lead)}\n      onClose={onClose}\n      maxWidth=\"xs\"\n      fullWidth\n      slotProps={{ transition: { onExited: () => setUid(null) } }}\n    >\n      <DialogTitle>{`Assign ${String(lead?.['name'] || lead?.['email'] || 'lead')}`}</DialogTitle>\n      <DialogContent>\n        <Box sx={{ pt: 1 }}>\n          <LeadOwnerSelect\n            value={current}\n            onChange={setUid}\n            roster={roster}\n            size=\"medium\"\n          />\n        </Box>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose}>{'Cancel'}</Button>\n        <Button variant=\"contained\" onClick={() => onAssign(current)}>\n          {'Assign'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nAssignOwnerDialog.displayName = 'AssignOwnerDialog'\n\nexport default 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package/src/lib/components/tasks-section.js

@@ -39,14 +39,78 @@ import { refreshCrmNextActivity } from "../model/next-activity-api.js";
 import { completeCrmTask } from "../model/task-api.js";
 import { crmTaskCallScope } from "../model/task-routes.js";
 import { tasksCsv } from "../model/tasks-csv.js";
-import { CRM_TASK_VIEW_LIMIT, CRM_TASK_VIEWS } from "../model/task-views.js";
+import { CRM_TASK_KIND_LABELS, CRM_TASK_KINDS, CRM_TASK_PRIORITIES, CRM_TASK_PRIORITY_LABELS, CRM_TASK_VIEW_LIMIT, CRM_TASK_VIEWS } from "../model/task-views.js";
+import { matchListFilter } from "@aglyn/shared-ui-jsx/const/list-filter";
+import { crmFilterColumns, crmRowMatchesSearch } from "../model/crm-grid-filter.js";
+import { useCrmGridFilter } from "../hooks/use-crm-grid-filter.js";
+import CrmFilterBar from "./crm-filter-bar.js";
+import { CrmListToolbar } from "./crm-list-toolbar.js";
 import { TaskDueText, TaskKindCell, TaskPriorityChip, TaskRecordLink } from "./task-cells.js";
 import TaskEditDrawer from "./task-edit-drawer.js";
 import TasksCalendar from "./tasks-calendar.js";
 import { TaskImportButton } from "./task-import-drawer.js";
 import TaskSnoozeMenu from "./task-snooze-menu.js";
 import TasksBulkBar from "./tasks-bulk-bar.js";
-/** What an empty view is headed, by view — "nothing overdue" is good news. */ const EMPTY_LABEL = {
+/** What an empty view is headed, by view — "nothing overdue" is good news. */ /*
+ * What the tasks grid's panel offers (AGL-3313). `view` is the task view
+ * the query serves — a hidden column, since it is no field of a task — and
+ * the rest narrow the rows that view loaded.
+ */ const TASK_FILTER_FIELDS = [
+    {
+        column: 'view',
+        kind: 'exact',
+        path: 'view',
+        operators: [
+            'equals'
+        ]
+    },
+    {
+        column: 'kind',
+        kind: 'exact',
+        path: 'kind',
+        operators: [
+            'equals',
+            'isAnyOf'
+        ]
+    },
+    {
+        column: 'priority',
+        kind: 'exact',
+        path: 'priority',
+        operators: [
+            'equals',
+            'isAnyOf'
+        ]
+    },
+    {
+        column: 'assigneeUid',
+        kind: 'exact',
+        path: 'assigneeUid',
+        operators: [
+            'equals',
+            'isAnyOf'
+        ]
+    }
+];
+const TASK_FILTER_HEADERS = {
+    view: 'Show',
+    kind: 'Kind',
+    priority: 'Priority',
+    assigneeUid: 'Assignee'
+};
+/** The filter-only `view` column never shows. */ const TASK_HIDDEN_COLUMNS = {
+    view: false
+};
+/** No `view` clause is "My tasks", which the section opened on before views existed. */ const TASK_VIEW_DEFAULT = {
+    field: 'view',
+    op: 'equals',
+    value: 'mine'
+};
+/** What the quick search reads on a task. */ const TASK_SEARCH_FIELDS = [
+    'title',
+    'notes'
+];
+const EMPTY_LABEL = {
     mine: 'Nothing is assigned to you',
     overdue: 'Nothing is overdue',
     today: 'Nothing is due today',
@@ -118,15 +182,30 @@ import TasksBulkBar from "./tasks-bulk-bar.js";
     }, [
         views.state.filters
     ]);
-    const setView = useCallback((next)=>views.setFilters([
-            {
-                field: 'view',
-                op: 'equals',
-                value: next
-            }
-        ]), [
+    /*
+   * The grid's own Filters panel and quick search edit the view's clauses
+   * (AGL-3313). "Show" is the task view the query serves — the hidden
+   * `view` column, as the toggle stored it, with none meaning "My tasks" —
+   * and Kind, Priority and Assignee narrow the rows it loaded.
+   */ const clauses = useMemo(()=>views.state.filters.some((clause)=>clause.field === 'view') ? views.state.filters : [
+            TASK_VIEW_DEFAULT,
+            ...views.state.filters
+        ], [
+        views.state.filters
+    ]);
+    const setClauses = useCallback((next)=>views.setFilters(next.filter((clause)=>!(clause.field === 'view' && clause.value === TASK_VIEW_DEFAULT.value))), [
         views.setFilters
     ]);
+    const gridFilter = useCrmGridFilter({
+        clauses,
+        onChange: setClauses,
+        selectFields: [
+            'view',
+            'kind',
+            'priority',
+            'assigneeUid'
+        ]
+    });
     const list = useCrmTaskList({
         hostId,
         org: orgRecord,
@@ -134,8 +213,37 @@ import TasksBulkBar from "./tasks-bulk-bar.js";
         uid: user == null ? void 0 : user.uid,
         nowMs
     });
-    const { tasks, status, fromCache, truncated, scope, orgId, readTokens } = list;
+    const { tasks: loaded, status, fromCache, truncated, scope, orgId, readTokens } = list;
     const directory = useOrgMemberDirectory(orgId);
+    const filterOptions = useMemo(()=>({
+            view: CRM_TASK_VIEWS.map((option)=>({
+                    value: option.id,
+                    label: option.label
+                })),
+            kind: CRM_TASK_KINDS.map((kind)=>({
+                    value: kind,
+                    label: CRM_TASK_KIND_LABELS[kind]
+                })),
+            priority: CRM_TASK_PRIORITIES.map((priority)=>({
+                    value: priority,
+                    label: CRM_TASK_PRIORITY_LABELS[priority]
+                })),
+            assigneeUid: directory.members.map((member)=>({
+                    value: member.uid,
+                    label: member.label
+                }))
+        }), [
+        directory.members
+    ]);
+    // Every clause but the served view, and the search, over the loaded rows.
+    const searchKey = gridFilter.searchWords.join(' ');
+    const tasks = useMemo(()=>loaded.filter((task)=>clauses.every((clause)=>clause.field === 'view' || matchListFilter(task, TASK_FILTER_FIELDS, clause)) && crmRowMatchesSearch(task, TASK_SEARCH_FIELDS, gridFilter.searchWords)), // `searchKey` stands for the words, which are a new array each render.
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+    [
+        loaded,
+        clauses,
+        searchKey
+    ]);
     /*
    * Every record a task names, not only the one its "For" cell shows: the
    * export writes the contact, the company and the deal each by name, and
@@ -390,7 +498,11 @@ import TasksBulkBar from "./tasks-bulk-bar.js";
         nameOf,
         scope
     ]);
-    /* The column and sort models are the view's (AGL-2617). */ const grid = useCrmViewGrid(views, columns);
+    /* The column and sort models are the view's (AGL-2617). */ const filterColumns = useMemo(()=>crmFilterColumns(columns, TASK_FILTER_FIELDS, filterOptions, TASK_FILTER_HEADERS), [
+        columns,
+        filterOptions
+    ]);
+    const grid = useCrmViewGrid(views, filterColumns, TASK_HIDDEN_COLUMNS);
     return /*#__PURE__*/ _jsxs(_Fragment, {
         children: [
             /*#__PURE__*/ _jsx(CardDisplay, {
@@ -416,32 +528,20 @@ import TasksBulkBar from "./tasks-bulk-bar.js";
                 children: /*#__PURE__*/ _jsxs(Stack, {
                     spacing: 2,
                     children: [
-                        /*#__PURE__*/ _jsxs(Stack, {
-                            direction: "row",
-                            spacing: 2,
-                            sx: {
-                                alignItems: 'center',
-                                flexWrap: 'wrap',
-                                rowGap: 1
-                            },
+                        /*#__PURE__*/ _jsxs(CrmListToolbar, {
+                            label: "Task filters",
                             children: [
                                 /*#__PURE__*/ _jsx(CrmViewsControl, {
                                     controller: views,
                                     allLabel: "All tasks"
                                 }),
-                                /*#__PURE__*/ _jsx(ToggleButtonGroup, {
-                                    exclusive: true,
-                                    size: "small",
-                                    color: "primary",
-                                    value: view,
-                                    onChange: (_event, next)=>{
-                                        if (next) setView(next);
-                                    },
-                                    "aria-label": "Task view",
-                                    children: CRM_TASK_VIEWS.map((option)=>/*#__PURE__*/ _jsx(ToggleButton, {
-                                            value: option.id,
-                                            children: option.label
-                                        }, option.id))
+                                /*#__PURE__*/ _jsx(CrmFilterBar, {
+                                    fields: TASK_FILTER_FIELDS,
+                                    headers: TASK_FILTER_HEADERS,
+                                    clauses: clauses,
+                                    onChange: setClauses,
+                                    options: filterOptions,
+                                    servedField: "view"
                                 }),
                                 /*#__PURE__*/ _jsxs(ToggleButtonGroup, {
                                     exclusive: true,
@@ -483,7 +583,7 @@ import TasksBulkBar from "./tasks-bulk-bar.js";
                             variant: "body2",
                             color: "error",
                             children: 'The tasks could not be loaded. Reload to try again.'
-                        }) : status === 'success' && !tasks.length ? /*#__PURE__*/ _jsx(EmptyStateComponent, {
+                        }) : status === 'success' && !loaded.length ? /*#__PURE__*/ _jsx(EmptyStateComponent, {
                             label: EMPTY_LABEL[view],
                             description: EMPTY_COPY[view],
                             action: /*#__PURE__*/ _jsx(Button, {
@@ -539,7 +639,12 @@ import TasksBulkBar from "./tasks-bulk-bar.js";
                                                         task: found
                                                     });
                                                 },
-                                                disableColumnFilter: true,
+                                                // The panel and the search are the grid's; the section
+                                                // answers them, the view through the query (AGL-3313).
+                                                filterMode: "server",
+                                                filterModel: gridFilter.filterModel,
+                                                onFilterModelChange: gridFilter.onFilterModelChange,
+                                                quickFilter: true,
                                                 // Columns and sort are the view's, controlled (AGL-2617).
                                                 columnVisibilityModel: grid.columnVisibilityModel,
                                                 onColumnVisibilityModelChange: grid.onColumnVisibilityModelChange,