@aglyn/plugins-crm 1.0.0-beta.196 → 1.0.0-beta.197

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  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 ListFilterOption,\n  listFilterGridColumns,\n} from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\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 = useListGridFilter({\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, ListFilterOption[]>>(() => {\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      listFilterGridColumns(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            <ListFilterChips\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 ?? 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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 ListFilterOption,\n  listFilterGridColumns,\n} from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\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 = useListGridFilter({\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, ListFilterOption[]>>(() => {\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      listFilterGridColumns(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('crmLeads', {\n          anchor: '#filter-the-leads',\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            <ListFilterChips\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 ?? 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package/src/lib/components/new-contact-drawer.d.ts

@@ -15,6 +15,12 @@ export interface NewContactValues {
     tags: string[];
     address: AglynPostalAddress | null;
     marketingConsent: boolean;
+    /**
+     * The key of the consent-group sentence shown beside the box, when one was
+     * (AGL-3320) — what lets the route record the opt-in for the whole group
+     * the sentence named. `null` when the site sends on its own.
+     */
+    disclosedConsentGroup: string | null;
 }
 export interface NewContactDrawerProps {
     open: boolean;

package/src/lib/components/new-contact-drawer.js

@@ -15,7 +15,7 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
-import { CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_LIFECYCLE_STAGES, consentGroupDisclosure, normalizeAddress, normalizeContactEmail, normalizePhone, crmMemberPickerLabel } from "@aglyn/aglyn";
+import { CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_LIFECYCLE_STAGES, consentGroupDisclosure, consentGroupDisclosureKey, normalizeAddress, normalizeContactEmail, normalizePhone, crmMemberPickerLabel } from "@aglyn/aglyn";
 import { ICON_VARIANT_CLOSE } from "@aglyn/shared-data-enums";
 import { Container, MdiIcon, SrOnly } from "@aglyn/shared-ui-jsx";
 import { NavigationDrawerComponent } from "@aglyn/shared-ui-jsx/components/navigation-drawer.component";
@@ -135,7 +135,8 @@ import { CrmSitePicker } from "./crm-site-picker.js";
             lifecycleStage,
             tags: parseContactTags(tags),
             address: normalizeAddress(address),
-            marketingConsent
+            marketingConsent,
+            disclosedConsentGroup: consentGroup ? consentGroupDisclosureKey(consentGroup) : null
         });
     };
     const disclosure = consentGroup ? consentGroupDisclosure(consentGroup) : null;

package/src/lib/components/new-contact-drawer.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/new-contact-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  consentGroupDisclosure,\n  type AglynOrgBilling,\n  type AglynPostalAddress,\n  type ConsentGroup,\n  type ContactLifecycleStage,\n  normalizeAddress,\n  normalizeContactEmail,\n  normalizePhone,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport {\n  Alert,\n  Button,\n  Checkbox,\n  FormControlLabel,\n  FormHelperText,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { parseContactTags } from '../model/contact-record'\nimport {\n  CompanyPicker,\n  type CompanyOption,\n  useCompanyOptions,\n  useCreateCompany,\n} from './company-picker'\nimport {\n  ContactAddressFields,\n  EMPTY_ADDRESS,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmSitePicker } from './crm-site-picker'\nimport type { OrgMemberOption } from './use-org-members'\n\n/** What the drawer hands back — already normalized where the route would. */\nexport interface NewContactValues {\n  email: string\n  name: string\n  phone: string\n  jobTitle: string\n  /** The picked company's name — the label the list column and the search read. */\n  companyName: string\n  /** The picked company, or `null` for none (AGL-2613). */\n  companyId: string | null\n  ownerUid: string\n  lifecycleStage: ContactLifecycleStage | ''\n  tags: string[]\n  address: AglynPostalAddress | null\n  marketingConsent: boolean\n}\n\nexport interface NewContactDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the contact is being added from — what scopes the company list\n   * and the controller the consent checkbox records a basis for. `null` at\n   * the organization level (AGL-2630), where the drawer asks which site\n   * with a picker and holds its submit until one is named.\n   */\n  hostId: string | null\n  /** The org document the shell passed, for the company picker's scope. */\n  org?: Partial<AglynOrgBilling> | null\n  /** The request is in flight — the form holds still and the button says so. */\n  busy?: boolean\n  /** What the route answered when it refused, shown above the form. */\n  error?: string | null\n  /** The team, for the owner picker. */\n  owners: OrgMemberOption[]\n  /** The roster has answered — an empty list is then \"nobody to pick\". */\n  ownersReady: boolean\n  onSubmit: (values: NewContactValues) => void\n}\n\n/**\n * ADDING ONE PERSON BY HAND, IN A DRAWER (AGL-2596).\n *\n * A drawer and not a form above the list: a create form sitting on top of a\n * table is the shape every list in this console was built to stop. The\n * button in the list's header opens this, and the list is exactly as it was\n * behind it.\n *\n * ## What is checked here and what is not\n *\n * The two fields a person can mistype in a way the record cannot hold — the\n * email and the phone number — are checked before the request leaves, with\n * the same normalizers the route runs, so the refusal lands under the field\n * rather than as a sentence from the server. Everything else is the route's\n * to decide: whether the address already belongs to somebody (it merges),\n * whether the plan's band has room (it refuses, and its sentence is shown\n * above the form unchanged).\n *\n * ## The consent box is a claim, and says so\n *\n * The forms plugin's rule for the opt-in field is that submitting a form is\n * never itself consent. Typing somebody into the CRM is not either — so the\n * checkbox is worded as the person's act, not the operator's, and the helper\n * carries the group disclosure the form would have shown them.\n *\n * ## The company is a record, picked or created here\n *\n * The Company field is the picker (AGL-2613): a choice from the companies\n * this site may see, with a \"Create …\" row for a name none of them carry, so\n * the person filing a contact never leaves the drawer to make the account.\n * What leaves the drawer is the company's id AND its name — the id is the\n * link the route writes into the facet, the name is the label the list\n * column and the global search keep reading. The company listen opens with\n * the drawer and closes with it, because the drawer is mounted only while\n * it is open.\n */\nexport function NewContactDrawer(props: NewContactDrawerProps) {\n  const {\n    open,\n    onClose,\n    hostId,\n    org,\n    busy,\n    error,\n    owners,\n    ownersReady,\n    onSubmit,\n  } = props\n  /*\n   * The controller the consent checkbox records a basis FOR: the mounted\n   * site's group, or at the organization level the picked site's — the one\n   * the route will capture the contact under. `null` until a site is\n   * picked, and the submit waits on it.\n   */\n  const { createHostId, createGroup } = useCrmScope({ hostId, org })\n  const consentGroup: ConsentGroup | null = createGroup\n  const companies = useCompanyOptions({ hostId, org, enabled: open })\n  const createCompany = useCreateCompany({ hostId, org })\n\n  const [email, setEmail] = useState('')\n  const [name, setName] = useState('')\n  const [phone, setPhone] = useState('')\n  const [jobTitle, setJobTitle] = useState('')\n  const [company, setCompany] = useState<CompanyOption | null>(null)\n  const [ownerUid, setOwnerUid] = useState('')\n  const [lifecycleStage, setLifecycleStage] = useState<\n    ContactLifecycleStage | ''\n  >('')\n  const [tags, setTags] = useState('')\n  const [address, setAddress] = useState<AddressDraft>(EMPTY_ADDRESS)\n  const [marketingConsent, setMarketingConsent] = useState(false)\n  const [emailError, setEmailError] = useState('')\n  const [phoneError, setPhoneError] = useState('')\n\n  /*\n   * A fresh form on every opening. The drawer stays mounted behind the list\n   * between uses, and a person typed and then abandoned must not reappear\n   * half-filled the next time somebody reaches for \"New contact\".\n   */\n  useEffect(() => {\n    if (!open) return\n    setEmail('')\n    setName('')\n    setPhone('')\n    setJobTitle('')\n    setCompany(null)\n    setOwnerUid('')\n    setLifecycleStage('')\n    setTags('')\n    setAddress(EMPTY_ADDRESS)\n    setMarketingConsent(false)\n    setEmailError('')\n    setPhoneError('')\n  }, [open])\n\n  const handleSubmit = () => {\n    const normalizedEmail = normalizeContactEmail(email)\n    const trimmedPhone = phone.trim()\n    const normalizedPhone = trimmedPhone ? normalizePhone(trimmedPhone) : ''\n    setEmailError(normalizedEmail ? '' : 'Enter a valid email address.')\n    setPhoneError(\n      trimmedPhone && !normalizedPhone\n        ? 'Enter it with its country code, like +1 512 555 0107.'\n        : '',\n    )\n    if (!normalizedEmail || (trimmedPhone && !normalizedPhone)) return\n    onSubmit({\n      email: normalizedEmail,\n      name: name.trim().slice(0, 120),\n      phone: normalizedPhone ?? '',\n      jobTitle: jobTitle.trim().slice(0, 120),\n      companyName: company ? company.name.trim().slice(0, 120) : '',\n      companyId: company?.id ?? null,\n      ownerUid,\n      lifecycleStage,\n      tags: parseContactTags(tags),\n      address: normalizeAddress(address),\n      marketingConsent,\n    })\n  }\n\n  const disclosure = consentGroup ? consentGroupDisclosure(consentGroup) : null\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      sx={{ '& .MuiDrawer-paper': { width: { xs: '100%', sm: 480 } } }}\n      appBarLeft={\n        <>\n          <IconButton\n            color=\"inherit\"\n            edge=\"start\"\n            onClick={onClose}\n            sx={{ mr: 2 }}\n          >\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {'New contact'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          {/*\n            First, because everything below it is filed under the answer: the\n            site decides which of the org's sites may see the person and whose\n            consent the checkbox at the foot records. Renders nothing under a\n            site (AGL-2630).\n          */}\n          <CrmSitePicker\n            hostId={hostId}\n            disabled={Boolean(busy)}\n            helperText=\"The site that captures this person — it decides which sites may see them and whose marketing consent the checkbox below records.\"\n          />\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            type=\"email\"\n            value={email}\n            onChange={(event) => setEmail(event.target.value)}\n            error={Boolean(emailError)}\n            helperText={\n              emailError ||\n              'The one field that is required — it is what makes two captures one person.'\n            }\n            required\n            fullWidth\n            autoFocus\n          />\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={name}\n            onChange={(event) => setName(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            value={phone}\n            onChange={(event) => setPhone(event.target.value)}\n            error={Boolean(phoneError)}\n            helperText={phoneError || 'With the country code, like +1 512 555 0107'}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => setJobTitle(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n          <CompanyPicker\n            options={companies.options}\n            ready={companies.ready}\n            truncated={companies.truncated}\n            value={company?.id ?? null}\n            onChange={(_id, picked) => setCompany(picked)}\n            onCreate={createCompany}\n            email={email}\n            disabled={Boolean(busy)}\n            helperText=\"The account this person works for. Type a name nobody has filed yet to create it.\"\n          />\n          <TextField\n            select\n            size=\"small\"\n            label=\"Lifecycle stage\"\n            value={lifecycleStage}\n            onChange={(event) =>\n              setLifecycleStage(event.target.value as ContactLifecycleStage | '')\n            }\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Not placed yet'}</MenuItem>\n            {CONTACT_LIFECYCLE_STAGES.map((stage) => (\n              <MenuItem key={stage} value={stage}>\n                {CONTACT_LIFECYCLE_STAGE_LABELS[stage]}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Owner\"\n            value={ownerUid}\n            onChange={(event) => setOwnerUid(event.target.value)}\n            helperText={\n              ownersReady && !owners.length\n                ? 'The team roster could not be read, so nobody can be picked yet.'\n                : 'The team member responsible for this relationship'\n            }\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Unassigned'}</MenuItem>\n            {owners.map((owner) => (\n              <MenuItem key={owner.uid} value={owner.uid}>\n                {crmMemberPickerLabel(owner)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"vip, beta\"\n            helperText=\"Comma-separated\"\n            value={tags}\n            onChange={(event) => setTags(event.target.value)}\n            fullWidth\n          />\n          <Typography variant=\"subtitle2\">{'Address'}</Typography>\n          <ContactAddressFields value={address} onChange={setAddress} />\n          <Stack>\n            <FormControlLabel\n              control={\n                <Checkbox\n                  checked={marketingConsent}\n                  onChange={(event) => setMarketingConsent(event.target.checked)}\n                />\n              }\n              label=\"This person opted in to marketing email\"\n            />\n            <FormHelperText>\n              {(disclosure ? `${disclosure} ` : '') +\n                'Tick it only if they agreed. Adding a contact is never itself consent.'}\n            </FormHelperText>\n          </Stack>\n          <Button\n            variant=\"contained\"\n            color=\"primary\"\n            // Held until the capturing site is known: the route resolves the\n            // org from it and stamps the record with it.\n            disabled={Boolean(busy) || !createHostId}\n            onClick={handleSubmit}\n          >\n            {busy ? 'Adding…' : 'Add contact'}\n          </Button>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/new-contact-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  consentGroupDisclosure,\n  consentGroupDisclosureKey,\n  type AglynOrgBilling,\n  type AglynPostalAddress,\n  type ConsentGroup,\n  type ContactLifecycleStage,\n  normalizeAddress,\n  normalizeContactEmail,\n  normalizePhone,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport {\n  Alert,\n  Button,\n  Checkbox,\n  FormControlLabel,\n  FormHelperText,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { parseContactTags } from '../model/contact-record'\nimport {\n  CompanyPicker,\n  type CompanyOption,\n  useCompanyOptions,\n  useCreateCompany,\n} from './company-picker'\nimport {\n  ContactAddressFields,\n  EMPTY_ADDRESS,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmSitePicker } from './crm-site-picker'\nimport type { OrgMemberOption } from './use-org-members'\n\n/** What the drawer hands back — already normalized where the route would. */\nexport interface NewContactValues {\n  email: string\n  name: string\n  phone: string\n  jobTitle: string\n  /** The picked company's name — the label the list column and the search read. */\n  companyName: string\n  /** The picked company, or `null` for none (AGL-2613). */\n  companyId: string | null\n  ownerUid: string\n  lifecycleStage: ContactLifecycleStage | ''\n  tags: string[]\n  address: AglynPostalAddress | null\n  marketingConsent: boolean\n  /**\n   * The key of the consent-group sentence shown beside the box, when one was\n   * (AGL-3320) — what lets the route record the opt-in for the whole group\n   * the sentence named. `null` when the site sends on its own.\n   */\n  disclosedConsentGroup: string | null\n}\n\nexport interface NewContactDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the contact is being added from — what scopes the company list\n   * and the controller the consent checkbox records a basis for. `null` at\n   * the organization level (AGL-2630), where the drawer asks which site\n   * with a picker and holds its submit until one is named.\n   */\n  hostId: string | null\n  /** The org document the shell passed, for the company picker's scope. */\n  org?: Partial<AglynOrgBilling> | null\n  /** The request is in flight — the form holds still and the button says so. */\n  busy?: boolean\n  /** What the route answered when it refused, shown above the form. */\n  error?: string | null\n  /** The team, for the owner picker. */\n  owners: OrgMemberOption[]\n  /** The roster has answered — an empty list is then \"nobody to pick\". */\n  ownersReady: boolean\n  onSubmit: (values: NewContactValues) => void\n}\n\n/**\n * ADDING ONE PERSON BY HAND, IN A DRAWER (AGL-2596).\n *\n * A drawer and not a form above the list: a create form sitting on top of a\n * table is the shape every list in this console was built to stop. The\n * button in the list's header opens this, and the list is exactly as it was\n * behind it.\n *\n * ## What is checked here and what is not\n *\n * The two fields a person can mistype in a way the record cannot hold — the\n * email and the phone number — are checked before the request leaves, with\n * the same normalizers the route runs, so the refusal lands under the field\n * rather than as a sentence from the server. Everything else is the route's\n * to decide: whether the address already belongs to somebody (it merges),\n * whether the plan's band has room (it refuses, and its sentence is shown\n * above the form unchanged).\n *\n * ## The consent box is a claim, and says so\n *\n * The forms plugin's rule for the opt-in field is that submitting a form is\n * never itself consent. Typing somebody into the CRM is not either — so the\n * checkbox is worded as the person's act, not the operator's, and the helper\n * carries the group disclosure the form would have shown them.\n *\n * ## The company is a record, picked or created here\n *\n * The Company field is the picker (AGL-2613): a choice from the companies\n * this site may see, with a \"Create …\" row for a name none of them carry, so\n * the person filing a contact never leaves the drawer to make the account.\n * What leaves the drawer is the company's id AND its name — the id is the\n * link the route writes into the facet, the name is the label the list\n * column and the global search keep reading. The company listen opens with\n * the drawer and closes with it, because the drawer is mounted only while\n * it is open.\n */\nexport function NewContactDrawer(props: NewContactDrawerProps) {\n  const {\n    open,\n    onClose,\n    hostId,\n    org,\n    busy,\n    error,\n    owners,\n    ownersReady,\n    onSubmit,\n  } = props\n  /*\n   * The controller the consent checkbox records a basis FOR: the mounted\n   * site's group, or at the organization level the picked site's — the one\n   * the route will capture the contact under. `null` until a site is\n   * picked, and the submit waits on it.\n   */\n  const { createHostId, createGroup } = useCrmScope({ hostId, org })\n  const consentGroup: ConsentGroup | null = createGroup\n  const companies = useCompanyOptions({ hostId, org, enabled: open })\n  const createCompany = useCreateCompany({ hostId, org })\n\n  const [email, setEmail] = useState('')\n  const [name, setName] = useState('')\n  const [phone, setPhone] = useState('')\n  const [jobTitle, setJobTitle] = useState('')\n  const [company, setCompany] = useState<CompanyOption | null>(null)\n  const [ownerUid, setOwnerUid] = useState('')\n  const [lifecycleStage, setLifecycleStage] = useState<\n    ContactLifecycleStage | ''\n  >('')\n  const [tags, setTags] = useState('')\n  const [address, setAddress] = useState<AddressDraft>(EMPTY_ADDRESS)\n  const [marketingConsent, setMarketingConsent] = useState(false)\n  const [emailError, setEmailError] = useState('')\n  const [phoneError, setPhoneError] = useState('')\n\n  /*\n   * A fresh form on every opening. The drawer stays mounted behind the list\n   * between uses, and a person typed and then abandoned must not reappear\n   * half-filled the next time somebody reaches for \"New contact\".\n   */\n  useEffect(() => {\n    if (!open) return\n    setEmail('')\n    setName('')\n    setPhone('')\n    setJobTitle('')\n    setCompany(null)\n    setOwnerUid('')\n    setLifecycleStage('')\n    setTags('')\n    setAddress(EMPTY_ADDRESS)\n    setMarketingConsent(false)\n    setEmailError('')\n    setPhoneError('')\n  }, [open])\n\n  const handleSubmit = () => {\n    const normalizedEmail = normalizeContactEmail(email)\n    const trimmedPhone = phone.trim()\n    const normalizedPhone = trimmedPhone ? normalizePhone(trimmedPhone) : ''\n    setEmailError(normalizedEmail ? '' : 'Enter a valid email address.')\n    setPhoneError(\n      trimmedPhone && !normalizedPhone\n        ? 'Enter it with its country code, like +1 512 555 0107.'\n        : '',\n    )\n    if (!normalizedEmail || (trimmedPhone && !normalizedPhone)) return\n    onSubmit({\n      email: normalizedEmail,\n      name: name.trim().slice(0, 120),\n      phone: normalizedPhone ?? '',\n      jobTitle: jobTitle.trim().slice(0, 120),\n      companyName: company ? company.name.trim().slice(0, 120) : '',\n      companyId: company?.id ?? null,\n      ownerUid,\n      lifecycleStage,\n      tags: parseContactTags(tags),\n      address: normalizeAddress(address),\n      marketingConsent,\n      disclosedConsentGroup: consentGroup\n        ? consentGroupDisclosureKey(consentGroup)\n        : null,\n    })\n  }\n\n  const disclosure = consentGroup ? consentGroupDisclosure(consentGroup) : null\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      sx={{ '& .MuiDrawer-paper': { width: { xs: '100%', sm: 480 } } }}\n      appBarLeft={\n        <>\n          <IconButton\n            color=\"inherit\"\n            edge=\"start\"\n            onClick={onClose}\n            sx={{ mr: 2 }}\n          >\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {'New contact'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          {/*\n            First, because everything below it is filed under the answer: the\n            site decides which of the org's sites may see the person and whose\n            consent the checkbox at the foot records. Renders nothing under a\n            site (AGL-2630).\n          */}\n          <CrmSitePicker\n            hostId={hostId}\n            disabled={Boolean(busy)}\n            helperText=\"The site that captures this person — it decides which sites may see them and whose marketing consent the checkbox below records.\"\n          />\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            type=\"email\"\n            value={email}\n            onChange={(event) => setEmail(event.target.value)}\n            error={Boolean(emailError)}\n            helperText={\n              emailError ||\n              'The one field that is required — it is what makes two captures one person.'\n            }\n            required\n            fullWidth\n            autoFocus\n          />\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={name}\n            onChange={(event) => setName(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            value={phone}\n            onChange={(event) => setPhone(event.target.value)}\n            error={Boolean(phoneError)}\n            helperText={phoneError || 'With the country code, like +1 512 555 0107'}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => setJobTitle(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n          <CompanyPicker\n            options={companies.options}\n            ready={companies.ready}\n            truncated={companies.truncated}\n            value={company?.id ?? null}\n            onChange={(_id, picked) => setCompany(picked)}\n            onCreate={createCompany}\n            email={email}\n            disabled={Boolean(busy)}\n            helperText=\"The account this person works for. Type a name nobody has filed yet to create it.\"\n          />\n          <TextField\n            select\n            size=\"small\"\n            label=\"Lifecycle stage\"\n            value={lifecycleStage}\n            onChange={(event) =>\n              setLifecycleStage(event.target.value as ContactLifecycleStage | '')\n            }\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Not placed yet'}</MenuItem>\n            {CONTACT_LIFECYCLE_STAGES.map((stage) => (\n              <MenuItem key={stage} value={stage}>\n                {CONTACT_LIFECYCLE_STAGE_LABELS[stage]}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Owner\"\n            value={ownerUid}\n            onChange={(event) => setOwnerUid(event.target.value)}\n            helperText={\n              ownersReady && !owners.length\n                ? 'The team roster could not be read, so nobody can be picked yet.'\n                : 'The team member responsible for this relationship'\n            }\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Unassigned'}</MenuItem>\n            {owners.map((owner) => (\n              <MenuItem key={owner.uid} value={owner.uid}>\n                {crmMemberPickerLabel(owner)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"vip, beta\"\n            helperText=\"Comma-separated\"\n            value={tags}\n            onChange={(event) => setTags(event.target.value)}\n            fullWidth\n          />\n          <Typography variant=\"subtitle2\">{'Address'}</Typography>\n          <ContactAddressFields value={address} onChange={setAddress} />\n          <Stack>\n            <FormControlLabel\n              control={\n                <Checkbox\n                  checked={marketingConsent}\n                  onChange={(event) => setMarketingConsent(event.target.checked)}\n                />\n              }\n              label=\"This person opted in to marketing email\"\n            />\n            <FormHelperText>\n              {(disclosure ? `${disclosure} ` : '') +\n                'Tick it only if they agreed. Adding a contact is never itself consent.'}\n            </FormHelperText>\n          </Stack>\n          <Button\n            variant=\"contained\"\n            color=\"primary\"\n            // Held until the capturing site is known: the route resolves the\n            // org from it and stamps the record with it.\n            disabled={Boolean(busy) || !createHostId}\n            onClick={handleSubmit}\n          >\n            {busy ? 'Adding…' : 'Add contact'}\n          </Button>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\n\nexport default NewContactDrawer\n"],"names":["CONTACT_LIFECYCLE_STAGE_LABELS","CONTACT_LIFECYCLE_STAGES","consentGroupDisclosure","consentGroupDisclosureKey","normalizeAddress","normalizeContactEmail","normalizePhone","crmMemberPickerLabel","ICON_VARIANT_CLOSE","Container","MdiIcon","SrOnly","NavigationDrawerComponent","Alert","Button","Checkbox","FormControlLabel","FormHelperText","IconButton","MenuItem","Stack","TextField","Typography","useEffect","useState","useCrmScope","parseContactTags","CompanyPicker","useCompanyOptions","useCreateCompany","ContactAddressFields","EMPTY_ADDRESS","CrmSitePicker","NewContactDrawer","props","open","onClose","hostId","org","busy","error","owners","ownersReady","onSubmit","createHostId","createGroup","consentGroup","companies","enabled","createCompany","email","setEmail","name","setName","phone","setPhone","jobTitle","setJobTitle","company","setCompany","ownerUid","setOwnerUid","lifecycleStage","setLifecycleStage","tags","setTags","address","setAddress","marketingConsent","setMarketingConsent","emailError","setEmailError","phoneError","setPhoneError","handleSubmit","normalizedEmail","trimmedPhone","trim","normalizedPhone","slice","companyName","companyId","id","disclosedConsentGroup","disclosure","anchor","variant","AppBarProps","color","sx","width","xs","sm","appBarLeft","edge","onClick","mr","path","component","appBarRight","gutterY","spacing","severity","disabled","Boolean","helperText","size","label","type","value","onChange","event","target","required","fullWidth","autoFocus","slotProps","htmlInput","maxLength","options","ready","truncated","_id","picked","onCreate","select","map","stage","length","owner","uid","placeholder","control","checked"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,8BAA8B,EAC9BC,wBAAwB,EACxBC,sBAAsB,EACtBC,yBAAyB,EAKzBC,gBAAgB,EAChBC,qBAAqB,EACrBC,cAAc,EACdC,oBAAoB,QACf,eAAc;AACrB,SAASC,kBAAkB,QAAQ,2BAA0B;AAC7D,SAASC,SAAS,EAAEC,OAAO,EAAEC,MAAM,QAAQ,uBAAsB;AACjE,SAASC,yBAAyB,QAAQ,8DAA6D;AACvG,SACEC,KAAK,EACLC,MAAM,EACNC,QAAQ,EACRC,gBAAgB,EAChBC,cAAc,EACdC,UAAU,EACVC,QAAQ,EACRC,KAAK,EACLC,SAAS,EACTC,UAAU,QACL,gBAAe;AACtB,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,gBAAgB,QAAQ,6BAAyB;AAC1D,SACEC,aAAa,EAEbC,iBAAiB,EACjBC,gBAAgB,QACX,sBAAkB;AACzB,SACEC,oBAAoB,EACpBC,aAAa,QAER,8BAA0B;AACjC,SAASC,aAAa,QAAQ,uBAAmB;AAiDjD;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAmCC,GACD,OAAO,SAASC,iBAAiBC,KAA4B;;IAC3D,MAAM,EACJC,IAAI,EACJC,OAAO,EACPC,MAAM,EACNC,GAAG,EACHC,IAAI,EACJC,KAAK,EACLC,MAAM,EACNC,WAAW,EACXC,QAAQ,EACT,GAAGT;IACJ;;;;;GAKC,GACD,MAAM,EAAEU,YAAY,EAAEC,WAAW,EAAE,GAAGpB,YAAY;QAAEY;QAAQC;IAAI;IAChE,MAAMQ,eAAoCD;IAC1C,MAAME,YAAYnB,kBAAkB;QAAES;QAAQC;QAAKU,SAASb;IAAK;IACjE,MAAMc,gBAAgBpB,iBAAiB;QAAEQ;QAAQC;IAAI;IAErD,MAAM,CAACY,OAAOC,SAAS,GAAG3B,SAAS;IACnC,MAAM,CAAC4B,MAAMC,QAAQ,GAAG7B,SAAS;IACjC,MAAM,CAAC8B,OAAOC,SAAS,GAAG/B,SAAS;IACnC,MAAM,CAACgC,UAAUC,YAAY,GAAGjC,SAAS;IACzC,MAAM,CAACkC,SAASC,WAAW,GAAGnC,SAA+B;IAC7D,MAAM,CAACoC,UAAUC,YAAY,GAAGrC,SAAS;IACzC,MAAM,CAACsC,gBAAgBC,kBAAkB,GAAGvC,SAE1C;IACF,MAAM,CAACwC,MAAMC,QAAQ,GAAGzC,SAAS;IACjC,MAAM,CAAC0C,SAASC,WAAW,GAAG3C,SAAuBO;IACrD,MAAM,CAACqC,kBAAkBC,oBAAoB,GAAG7C,SAAS;IACzD,MAAM,CAAC8C,YAAYC,cAAc,GAAG/C,SAAS;IAC7C,MAAM,CAACgD,YAAYC,cAAc,GAAGjD,SAAS;IAE7C;;;;GAIC,GACDD,UAAU;QACR,IAAI,CAACY,MAAM;QACXgB,SAAS;QACTE,QAAQ;QACRE,SAAS;QACTE,YAAY;QACZE,WAAW;QACXE,YAAY;QACZE,kBAAkB;QAClBE,QAAQ;QACRE,WAAWpC;QACXsC,oBAAoB;QACpBE,cAAc;QACdE,cAAc;IAChB,GAAG;QAACtC;KAAK;IAET,MAAMuC,eAAe;;QACnB,MAAMC,kBAAkBtE,sBAAsB6C;QAC9C,MAAM0B,eAAetB,MAAMuB,IAAI;QAC/B,MAAMC,kBAAkBF,eAAetE,eAAesE,gBAAgB;QACtEL,cAAcI,kBAAkB,KAAK;QACrCF,cACEG,gBAAgB,CAACE,kBACb,0DACA;QAEN,IAAI,CAACH,mBAAoBC,gBAAgB,CAACE,iBAAkB;QAC5DnC,SAAS;YACPO,OAAOyB;YACPvB,MAAMA,KAAKyB,IAAI,GAAGE,KAAK,CAAC,GAAG;YAC3BzB,KAAK,EAAEwB,0BAAAA,kBAAmB;YAC1BtB,UAAUA,SAASqB,IAAI,GAAGE,KAAK,CAAC,GAAG;YACnCC,aAAatB,UAAUA,QAAQN,IAAI,CAACyB,IAAI,GAAGE,KAAK,CAAC,GAAG,OAAO;YAC3DE,SAAS,UAAEvB,2BAAAA,QAASwB,EAAE,mBAAI;YAC1BtB;YACAE;YACAE,MAAMtC,iBAAiBsC;YACvBE,SAAS9D,iBAAiB8D;YAC1BE;YACAe,uBAAuBrC,eACnB3C,0BAA0B2C,gBAC1B;QACN;IACF;IAEA,MAAMsC,aAAatC,eAAe5C,uBAAuB4C,gBAAgB;IAEzE,qBACE,KAAClC;QACCuB,MAAMA;QACNkD,QAAO;QACPC,SAAQ;QACRlD,SAASA;QACTmD,aAAa;YAAEC,OAAO;QAAU;QAChCC,IAAI;YAAE,sBAAsB;gBAAEC,OAAO;oBAAEC,IAAI;oBAAQC,IAAI;gBAAI;YAAE;QAAE;QAC/DC,0BACE;;8BACE,MAAC3E;oBACCsE,OAAM;oBACNM,MAAK;oBACLC,SAAS3D;oBACTqD,IAAI;wBAAEO,IAAI;oBAAE;;sCAEZ,KAACtF;4BAAQuF,MAAMzF,mBAAmByF,IAAI;;sCACtC,KAACtF;sCAAO;;;;8BAEV,KAACW;oBAAWgE,SAAQ;oBAAKY,WAAU;8BAChC;;;;QAIPC,2BACE,KAACrF;YAAOwE,SAAQ;YAAWE,OAAM;YAAUO,SAAS3D;sBACjD;;kBAIL,cAAA,KAAC3B;YAAU2F,OAAO;sBAChB,cAAA,MAAChF;gBAAMiF,SAAS;;oBACb7D,sBAAQ,KAAC3B;wBAAMyF,UAAS;kCAAW9D;yBAAiB;kCAOrD,KAACR;wBACCK,QAAQA;wBACRkE,UAAUC,QAAQjE;wBAClBkE,YAAW;;kCAEb,KAACpF;wBACCqF,MAAK;wBACLC,OAAM;wBACNC,MAAK;wBACLC,OAAO3D;wBACP4D,UAAU,CAACC,QAAU5D,SAAS4D,MAAMC,MAAM,CAACH,KAAK;wBAChDrE,OAAOgE,QAAQlC;wBACfmC,YACEnC,cACA;wBAEF2C,QAAQ;wBACRC,SAAS;wBACTC,SAAS;;kCAEX,KAAC9F;wBACCqF,MAAK;wBACLC,OAAM;wBACNE,OAAOzD;wBACP0D,UAAU,CAACC,QAAU1D,QAAQ0D,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package/src/lib/declarations.server.js

@@ -15,10 +15,12 @@
  * limitations under the License.
  */ // The contract from its own module, not the plugin-manager barrel: boot needs
 // the registry and nothing else, and the barrel reaches the client contexts.
+import { registerPluginConsentGroupParticipant } from "@aglyn/aglyn/plugin-manager/plugin-consent-group-change";
 import { registerPluginContactCaptureWriter } from "@aglyn/aglyn/plugin-manager/plugin-contact-capture";
 import { registerPluginLeadConversionListener } from "@aglyn/aglyn/plugin-manager/plugin-lead-conversion";
 import { registerPluginPersonMatcher } from "@aglyn/aglyn/plugin-manager/plugin-person-matches";
 import { BUNDLE_ID } from "./constants/bundle-common.js";
+import { summarizeConsentGroupChange } from "./model/consent-group-summary.js";
 /**
  * The CRM as the plugin that keeps people.
  *
@@ -82,6 +84,25 @@ import { BUNDLE_ID } from "./constants/bundle-common.js";
     }, {
         pluginId: BUNDLE_ID
     });
+    // The CRM's share of a consent group change (AGL-3320): a contact's
+    // per-site refusal carried across a separation, and the records keyed by a
+    // group re-homed after the flip. Registered whether or not a workspace has
+    // the CRM switched on, because the contacts — and the refusals on them —
+    // outlive the switch. Deferred like the rest; the summary is plain words
+    // and answers synchronously.
+    registerPluginConsentGroupParticipant({
+        async preview (request) {
+            const { consentGroupParticipant } = await import("./server/consent-group-participant.js");
+            return consentGroupParticipant.preview(request);
+        },
+        async run (request) {
+            const { consentGroupParticipant } = await import("./server/consent-group-participant.js");
+            return consentGroupParticipant.run(request);
+        },
+        summarize: summarizeConsentGroupChange
+    }, {
+        pluginId: BUNDLE_ID
+    });
 }
 
 //# sourceMappingURL=declarations.server.js.map

package/src/lib/declarations.server.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.server.ts"],"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\n// The contract from its own module, not the plugin-manager barrel: boot needs\n// the registry and nothing else, and the barrel reaches the client contexts.\nimport {\n  registerPluginContactCaptureWriter,\n  type PluginContactCaptureWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport { registerPluginLeadConversionListener } from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion'\nimport { registerPluginPersonMatcher } from '@aglyn/aglyn/plugin-manager/plugin-person-matches'\nimport { BUNDLE_ID } from './constants/bundle-common'\n\n/**\n * The CRM as the plugin that keeps people.\n *\n * Light by construction, the way the workflows listener is: the capture\n * itself is imported when the first one arrives, not when the process\n * starts, so a process that never captures anybody pays for this object and\n * nothing else. That matters because this registers in EVERY server process,\n * including ones that will never touch the CRM.\n */\nexport const crmContactCaptureWriter: PluginContactCaptureWriter = {\n  async capture(request) {\n    const { captureContactForCrm } = await import('./server/capture-contact')\n    return await captureContactForCrm(request)\n  },\n}\n\n/**\n * The plugin's SERVER declarations: what the server must know at boot, before\n * any door of the CRM has been called.\n *\n * ## Why a declaration and not a `tenantApi` registration\n *\n * The doors that meet a person mostly never load this plugin. A form\n * submission is a core route; an order and a booking are captured inside\n * STRIPE WEBHOOKS. None of them has a reason to load the CRM, and a registry\n * filled by a surface that did not load answers `null` — which\n * `capturePluginContact` defines as \"this workspace has no record system\", a\n * sentence that would be false and silent. Orders would stop creating\n * contacts with nothing red anywhere, which is the AGL-3025 shape.\n *\n * Running from both apps' generated server-declarations manifest at boot is\n * what makes the answer true in every process. It is also called from the\n * plugin's own API register functions, so a process whose boot did not run it\n * still registers the writer the first time a CRM door loads. Registering\n * twice replaces in place.\n *\n * ⚠️ The registry holds ONE writer: a workspace keeps one set of people. A\n * second plugin's is refused naming both, and the incumbent keeps serving.\n */\nexport function registerCrmServerDeclarations(): void {\n  registerPluginContactCaptureWriter(crmContactCaptureWriter, {\n    pluginId: BUNDLE_ID,\n  })\n  // The CRM's own share of a lead conversion (AGL-3254): the lead's\n  // campaigns go onto the contact's facet. Through the seam every door\n  // that converts a lead reaches, and deferred like the capture: the\n  // module that writes is loaded when the first conversion arrives, and\n  // it brings the Admin SDK with it — this file defers the plugin's OWN\n  // module only. A library imported statically across the plugin cannot\n  // also be lazy-loaded here: `enforce-module-boundaries` refuses every\n  // static import of a library the project lazy-loads anywhere.\n  registerPluginLeadConversionListener(\n    async (request) => {\n      const { carryLeadCampaignsOnConversion } =\n        await import('./server/lead-campaign-carry')\n      return carryLeadCampaignsOnConversion(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // \"Did this workspace already know this person?\" (AGL-3289), asked by the\n  // staff console's acquisition card. Deferred like the rest: the reads load\n  // when a staff member first opens a card, not when the process starts.\n  registerPluginPersonMatcher(\n    async (request) => {\n      const { matchCrmPeople } = await import('./server/person-matches')\n      return matchCrmPeople(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n}\n"],"names":["registerPluginContactCaptureWriter","registerPluginLeadConversionListener","registerPluginPersonMatcher","BUNDLE_ID","crmContactCaptureWriter","capture","request","captureContactForCrm","registerCrmServerDeclarations","pluginId","carryLeadCampaignsOnConversion","matchCrmPeople"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,8EAA8E;AAC9E,6EAA6E;AAC7E,SACEA,kCAAkC,QAE7B,qDAAoD;AAC3D,SAASC,oCAAoC,QAAQ,qDAAoD;AACzG,SAASC,2BAA2B,QAAQ,oDAAmD;AAC/F,SAASC,SAAS,QAAQ,+BAA2B;AAErD;;;;;;;;CAQC,GACD,OAAO,MAAMC,0BAAsD;IACjE,MAAMC,SAAQC,OAAO;QACnB,MAAM,EAAEC,oBAAoB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC9C,OAAO,MAAMA,qBAAqBD;IACpC;AACF,EAAC;AAED;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,SAASE;IACdR,mCAAmCI,yBAAyB;QAC1DK,UAAUN;IACZ;IACA,kEAAkE;IAClE,qEAAqE;IACrE,mEAAmE;IACnE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,8DAA8D;IAC9DF,qCACE,OAAOK;QACL,MAAM,EAAEI,8BAA8B,EAAE,GACtC,MAAM,MAAM,CAAC;QACf,OAAOA,+BAA+BJ;IACxC,GACA;QAAEG,UAAUN;IAAU;IAExB,0EAA0E;IAC1E,2EAA2E;IAC3E,uEAAuE;IACvED,4BACE,OAAOI;QACL,MAAM,EAAEK,cAAc,EAAE,GAAG,MAAM,MAAM,CAAC;QACxC,OAAOA,eAAeL;IACxB,GACA;QAAEG,UAAUN;IAAU;AAE1B"}
+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.server.ts"],"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\n// The contract from its own module, not the plugin-manager barrel: boot needs\n// the registry and nothing else, and the barrel reaches the client contexts.\nimport { registerPluginConsentGroupParticipant } from '@aglyn/aglyn/plugin-manager/plugin-consent-group-change'\nimport {\n  registerPluginContactCaptureWriter,\n  type PluginContactCaptureWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-contact-capture'\nimport { registerPluginLeadConversionListener } from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion'\nimport { registerPluginPersonMatcher } from '@aglyn/aglyn/plugin-manager/plugin-person-matches'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport { summarizeConsentGroupChange } from './model/consent-group-summary'\n\n/**\n * The CRM as the plugin that keeps people.\n *\n * Light by construction, the way the workflows listener is: the capture\n * itself is imported when the first one arrives, not when the process\n * starts, so a process that never captures anybody pays for this object and\n * nothing else. That matters because this registers in EVERY server process,\n * including ones that will never touch the CRM.\n */\nexport const crmContactCaptureWriter: PluginContactCaptureWriter = {\n  async capture(request) {\n    const { captureContactForCrm } = await import('./server/capture-contact')\n    return await captureContactForCrm(request)\n  },\n}\n\n/**\n * The plugin's SERVER declarations: what the server must know at boot, before\n * any door of the CRM has been called.\n *\n * ## Why a declaration and not a `tenantApi` registration\n *\n * The doors that meet a person mostly never load this plugin. A form\n * submission is a core route; an order and a booking are captured inside\n * STRIPE WEBHOOKS. None of them has a reason to load the CRM, and a registry\n * filled by a surface that did not load answers `null` — which\n * `capturePluginContact` defines as \"this workspace has no record system\", a\n * sentence that would be false and silent. Orders would stop creating\n * contacts with nothing red anywhere, which is the AGL-3025 shape.\n *\n * Running from both apps' generated server-declarations manifest at boot is\n * what makes the answer true in every process. It is also called from the\n * plugin's own API register functions, so a process whose boot did not run it\n * still registers the writer the first time a CRM door loads. Registering\n * twice replaces in place.\n *\n * ⚠️ The registry holds ONE writer: a workspace keeps one set of people. A\n * second plugin's is refused naming both, and the incumbent keeps serving.\n */\nexport function registerCrmServerDeclarations(): void {\n  registerPluginContactCaptureWriter(crmContactCaptureWriter, {\n    pluginId: BUNDLE_ID,\n  })\n  // The CRM's own share of a lead conversion (AGL-3254): the lead's\n  // campaigns go onto the contact's facet. Through the seam every door\n  // that converts a lead reaches, and deferred like the capture: the\n  // module that writes is loaded when the first conversion arrives, and\n  // it brings the Admin SDK with it — this file defers the plugin's OWN\n  // module only. A library imported statically across the plugin cannot\n  // also be lazy-loaded here: `enforce-module-boundaries` refuses every\n  // static import of a library the project lazy-loads anywhere.\n  registerPluginLeadConversionListener(\n    async (request) => {\n      const { carryLeadCampaignsOnConversion } =\n        await import('./server/lead-campaign-carry')\n      return carryLeadCampaignsOnConversion(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // \"Did this workspace already know this person?\" (AGL-3289), asked by the\n  // staff console's acquisition card. Deferred like the rest: the reads load\n  // when a staff member first opens a card, not when the process starts.\n  registerPluginPersonMatcher(\n    async (request) => {\n      const { matchCrmPeople } = await import('./server/person-matches')\n      return matchCrmPeople(request)\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // The CRM's share of a consent group change (AGL-3320): a contact's\n  // per-site refusal carried across a separation, and the records keyed by a\n  // group re-homed after the flip. Registered whether or not a workspace has\n  // the CRM switched on, because the contacts — and the refusals on them —\n  // outlive the switch. Deferred like the rest; the summary is plain words\n  // and answers synchronously.\n  registerPluginConsentGroupParticipant(\n    {\n      async preview(request) {\n        const { consentGroupParticipant } = await import('./server/consent-group-participant')\n        return consentGroupParticipant.preview(request)\n      },\n      async run(request) {\n        const { consentGroupParticipant } = await import('./server/consent-group-participant')\n        return consentGroupParticipant.run(request)\n      },\n      summarize: summarizeConsentGroupChange,\n    },\n    { pluginId: BUNDLE_ID },\n  )\n}\n\n"],"names":["registerPluginConsentGroupParticipant","registerPluginContactCaptureWriter","registerPluginLeadConversionListener","registerPluginPersonMatcher","BUNDLE_ID","summarizeConsentGroupChange","crmContactCaptureWriter","capture","request","captureContactForCrm","registerCrmServerDeclarations","pluginId","carryLeadCampaignsOnConversion","matchCrmPeople","preview","consentGroupParticipant","run","summarize"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,8EAA8E;AAC9E,6EAA6E;AAC7E,SAASA,qCAAqC,QAAQ,0DAAyD;AAC/G,SACEC,kCAAkC,QAE7B,qDAAoD;AAC3D,SAASC,oCAAoC,QAAQ,qDAAoD;AACzG,SAASC,2BAA2B,QAAQ,oDAAmD;AAC/F,SAASC,SAAS,QAAQ,+BAA2B;AACrD,SAASC,2BAA2B,QAAQ,mCAA+B;AAE3E;;;;;;;;CAQC,GACD,OAAO,MAAMC,0BAAsD;IACjE,MAAMC,SAAQC,OAAO;QACnB,MAAM,EAAEC,oBAAoB,EAAE,GAAG,MAAM,MAAM,CAAC;QAC9C,OAAO,MAAMA,qBAAqBD;IACpC;AACF,EAAC;AAED;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,SAASE;IACdT,mCAAmCK,yBAAyB;QAC1DK,UAAUP;IACZ;IACA,kEAAkE;IAClE,qEAAqE;IACrE,mEAAmE;IACnE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,sEAAsE;IACtE,8DAA8D;IAC9DF,qCACE,OAAOM;QACL,MAAM,EAAEI,8BAA8B,EAAE,GACtC,MAAM,MAAM,CAAC;QACf,OAAOA,+BAA+BJ;IACxC,GACA;QAAEG,UAAUP;IAAU;IAExB,0EAA0E;IAC1E,2EAA2E;IAC3E,uEAAuE;IACvED,4BACE,OAAOK;QACL,MAAM,EAAEK,cAAc,EAAE,GAAG,MAAM,MAAM,CAAC;QACxC,OAAOA,eAAeL;IACxB,GACA;QAAEG,UAAUP;IAAU;IAExB,oEAAoE;IACpE,2EAA2E;IAC3E,2EAA2E;IAC3E,yEAAyE;IACzE,yEAAyE;IACzE,6BAA6B;IAC7BJ,sCACE;QACE,MAAMc,SAAQN,OAAO;YACnB,MAAM,EAAEO,uBAAuB,EAAE,GAAG,MAAM,MAAM,CAAC;YACjD,OAAOA,wBAAwBD,OAAO,CAACN;QACzC;QACA,MAAMQ,KAAIR,OAAO;YACf,MAAM,EAAEO,uBAAuB,EAAE,GAAG,MAAM,MAAM,CAAC;YACjD,OAAOA,wBAAwBC,GAAG,CAACR;QACrC;QACAS,WAAWZ;IACb,GACA;QAAEM,UAAUP;IAAU;AAE1B"}

package/src/lib/hooks/use-crm-scope.d.ts

@@ -34,6 +34,16 @@ export interface CrmScope {
      * it to {@link crmVisibleToClause}, which spells both cases. Stable across
      * renders for the same org and site, so it can sit in a query's
      * dependency list.
+     *
+     * On a site in a declared consent group, a member who reaches only SOME of
+     * its sites lists with the group's tokens narrowed to their own (AGL-3320):
+     * the rules admit a row by `visibleTo.hasAny(memberTokens)`, so a query
+     * naming a sibling the member cannot reach is one they cannot prove for a
+     * row stamped with that sibling alone, and Firestore refuses the whole
+     * list. Until the member's reach has loaded it is the SITE's own tokens,
+     * which everybody who can open this site's CRM holds — never the group's,
+     * which would be exactly that refused query, and never empty, which
+     * Firestore refuses to build at all.
      */
     visibleTo: readonly ScopeToken[] | null;
     /**