@aglyn/plugins-crm 1.0.0-beta.199 → 1.0.0-beta.201

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('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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+{"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 { useCrmFoldsScope, useCrmListQuery } from '../hooks/use-crm-list-query'\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 ListQueryNotices from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\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  deleteField,\n  doc,\n  serverTimestamp,\n  updateDoc,\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_DECLARATION,\n  LEAD_LIST_FILTER_FIELDS,\n  LEAD_LIST_FILTER_HEADERS,\n  LEAD_SOURCE_FILTER_NONE,\n  LEAD_STATUS_FILTER_OPTIONS,\n  leadClausesForGrid,\n  LEAD_PREFIX_SEARCH,\n  leadClauseImpliesScope,\n  leadClausesToStore,\n  leadQueryClause,\n} from '../model/lead-filters'\nimport { crmAskClauses, crmQueryRefusals } from '../model/crm-list-query'\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 * 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 — and pages it by a query that carries every filter and\n * the search word (AGL-3321; see `leadQueryClause`).\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) by `visibleTo array-contains-any` over the site's own tokens.\n   * At the ORGANIZATION level an org-wide member reads with no scope clause,\n   * which is what `null` asks for.\n   */\n  const scopeTokens = useMemo(\n    () => (hostId ? scopeTokensForHost(hostId) : null),\n    [hostId],\n  )\n  const dataRoot = useMemo(\n    () => (orgId ? (['orgs', orgId] as const) : null),\n    [orgId],\n  )\n  const foldsScope = useCrmFoldsScope(orgId, scopeTokens)\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 word on ONE query (AGL-3321): each stored\n   * clause asked through the field its writer keeps (`leadQueryClause`),\n   * paged by that query, and what one query cannot hold refused by name\n   * above the list — never matched over the rows a page happened to load.\n   */\n  const asked = useMemo(\n    () =>\n      crmAskClauses(clauses, (clause) =>\n        leadQueryClause(clause, { scopeTokens, foldsScope }),\n      ),\n    [clauses, scopeTokens, foldsScope],\n  )\n  const searchKey = gridFilter.searchWords.join(' ')\n  const paged = useCrmListQuery<Record<string, unknown> & CrmLeadFields & { $id: string }>({\n    scope: dataRoot,\n    collection: 'leads',\n    visibleTo: scopeTokens,\n    foldsScope,\n    declaration: LEAD_LIST_DECLARATION,\n    clauses: asked.clauses,\n    search: gridFilter.searchWords,\n    impliesScope: leadClauseImpliesScope,\n    prefixSearch: LEAD_PREFIX_SEARCH,\n  })\n  const status = paged.status\n  const rows = useMemo<LeadRow[]>(\n    () => paged.rows.map((row) => ({ ...row, leadId: row.$id })),\n    [paged.rows],\n  )\n  const refused = useMemo(\n    () =>\n      crmQueryRefusals(paged.plan, asked, {\n        fields: LEAD_LIST_FILTER_FIELDS,\n        headers: LEAD_LIST_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [paged.plan, asked, filterOptions],\n  )\n  /** The list as it opens — Open leads, nothing typed — whose emptiness is news. */\n  const opening =\n    !searchKey.trim() &&\n    clauses.length === 1 &&\n    clauses[0].field === 'status' &&\n    clauses[0].value === 'open'\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, paged.page],\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 page on screen; Export all on the bulk bar takes the whole list.\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          <ListQueryNotices refused={refused} notices={paged.plan.notices} />\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={rows}\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) => router.push(routes.lead(row.leadId))}\n              // Columns are the view's, controlled (AGL-2617). The query\n              // orders the list — newest seen first — so the grid sorts\n              // nothing itself: a sort over one page would reorder that page.\n              columnVisibilityModel={grid.columnVisibilityModel}\n              onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n              sortingMode=\"server\"\n              disableColumnSorting\n              // The panel and the search are the grid's; the query answers\n              // both (AGL-3321).\n              filterMode=\"server\"\n              filterModel={gridFilter.filterModel}\n              onFilterModelChange={gridFilter.onFilterModelChange}\n              quickFilter\n              noRowsLabel={opening ? 'No open leads' : 'No leads match these filters'}\n              noRowsDescription={\n                opening\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                  : undefined\n              }\n              // Paged by the footer below, so the grid must not also slice.\n              hideFooter\n            />\n          </CrmColumnOrderProvider>\n          <ListPagination\n            page={paged.page}\n            pageSize={paged.pageSize}\n            rowCount={rows.length}\n            hasMore={paged.hasMore}\n            onPageChange={paged.setPage}\n            onPageSizeChange={paged.setPageSize}\n          />\n        </Stack>\n      </CardDisplay>\n      <NewLeadDrawer\n        open={createOpen}\n        onClose={() => setCreateOpen(false)}\n        hostId={hostId ?? null}\n        org={org as Record<string, unknown> | undefined}\n        busy={createBusy}\n        error={createError}\n        roster={roster}\n        orgId={orgId}\n        onSubmit={(values) => void handleCreate(values)}\n      />\n      <AssignOwnerDialog\n        lead={assigning}\n        roster={roster}\n        onClose={() => setAssigning(null)}\n        onAssign={(uid) => {\n          if (!assigning) return\n          void writeLead(\n            assigning,\n            { ownerUid: uid || deleteField() },\n            uid ? 'Owner assigned' : 'Owner cleared',\n          )\n          setAssigning(null)\n        }}\n      />\n      <LeadUnqualifyDialog\n        open={Boolean(unqualifying)}\n        onClose={() => setUnqualifying(null)}\n        hostId={hostId ?? null}\n        leadId={unqualifying?.leadId ?? ''}\n        leadLabel={String(\n          unqualifying?.['name'] || unqualifying?.['email'] || '',\n        )}\n      />\n      {/* The site the conversion is filed as (AGL-2641), which since\n          AGL-3275 is the first site that captured this person rather than\n          \"the site the row lives under\" — a lead shared by a consent group\n          lives under none of them in particular. Under a site the mounted\n          one is used, and the two agree for every single-brand org. */}\n      <LeadConvertDialog\n        open={Boolean(converting)}\n        onClose={() => setConverting(null)}\n        hostId={\n          hostId ??\n          (Aglyn.leadPrimaryGroup(converting, org as Record<string, unknown>).hostId || null)\n        }\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={converting?.leadId ?? ''}\n        lead={converting ?? {}}\n        basePath={basePath ?? ''}\n        roster={roster}\n      />\n    </>\n  )\n}\nCrmLeadsSection.displayName = 'CrmLeadsSection'\n\n/**\n * The status, editable in place for a lead that is still open.\n *\n * A converted lead shows the chip alone: its status IS the conversion, and\n * the route stamped it. The select stops its click from reaching the row, or\n * every status change would also open the record.\n */\nfunction InlineStatus(props: {\n  lead: LeadRow\n  onChange: (next: CrmLeadStatus) => void\n}) {\n  const { lead, onChange } = props\n  if (lead.convertedContactId) {\n    return (\n      <Box sx={{ display: 'flex', alignItems: 'center', height: '100%' }}>\n        <LeadStatusChip lead={lead} />\n      </Box>\n    )\n  }\n  const status = Aglyn.crmLeadStatus(lead)\n  return (\n    <Box\n      onClick={(event) => event.stopPropagation()}\n      sx={{\n        display: 'flex',\n        alignItems: 'center',\n        height: '100%',\n        width: '100%',\n      }}\n    >\n      <Select\n        size=\"small\"\n        variant=\"standard\"\n        disableUnderline\n        value={status}\n        onChange={(event) => onChange(event.target.value as CrmLeadStatus)}\n        renderValue={() => <LeadStatusChip lead={lead} />}\n        sx={{ width: '100%' }}\n      >\n        <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n        <MenuItem value=\"working\">\n          {Aglyn.CRM_LEAD_STATUS_LABELS.working}\n        </MenuItem>\n        <MenuItem value=\"unqualified\">{`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}</MenuItem>\n      </Select>\n    </Box>\n  )\n}\nInlineStatus.displayName = 'InlineStatus'\n\n/** Hand a lead to a team member. */\nfunction AssignOwnerDialog(props: {\n  lead: LeadRow | null\n  roster: OrgMemberOptions\n  onClose: () => void\n  onAssign: (uid: string) => void\n}) {\n  const { lead, roster, onClose, onAssign } = props\n  const [uid, setUid] = useState<string | null>(null)\n  const current = uid ?? String(lead?.ownerUid ?? '')\n  return (\n    <Dialog\n      open={Boolean(lead)}\n      onClose={onClose}\n      maxWidth=\"xs\"\n      fullWidth\n      slotProps={{ transition: { onExited: () => setUid(null) } }}\n    >\n      <DialogTitle>{`Assign ${String(lead?.['name'] || lead?.['email'] || 'lead')}`}</DialogTitle>\n      <DialogContent>\n        <Box sx={{ pt: 1 }}>\n          <LeadOwnerSelect\n            value={current}\n            onChange={setUid}\n            roster={roster}\n            size=\"medium\"\n          />\n        </Box>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose}>{'Cancel'}</Button>\n        <Button variant=\"contained\" onClick={() => onAssign(current)}>\n          {'Assign'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nAssignOwnerDialog.displayName = 'AssignOwnerDialog'\n\nexport default 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package/src/lib/components/linked-deals-card.js

@@ -73,16 +73,18 @@ import { DealEditDrawer } from "./deal-edit-drawer.js";
                 help: pluginDocsHelp('deals', {
                     anchor: '#a-deals-page'
                 }),
-                actions: /*#__PURE__*/ _jsx(Button, {
-                    size: "small",
-                    startIcon: /*#__PURE__*/ _jsx(MdiIcon, {
-                        path: mdiPlus.path,
-                        size: 0.8
-                    }),
-                    disabled: !pipelineState.pipeline || !scope.orgId,
-                    onClick: ()=>setCreating(true),
-                    children: 'New deal'
-                }),
+                HeaderProps: {
+                    action: /*#__PURE__*/ _jsx(Button, {
+                        size: "small",
+                        startIcon: /*#__PURE__*/ _jsx(MdiIcon, {
+                            path: mdiPlus.path,
+                            size: 0.8
+                        }),
+                        disabled: !pipelineState.pipeline || !scope.orgId,
+                        onClick: ()=>setCreating(true),
+                        children: 'New deal'
+                    })
+                },
                 contentGutterX: true,
                 contentGutterY: true,
                 children: status === 'success' && deals.length === 0 ? /*#__PURE__*/ _jsx(EmptyStateComponent, {

package/src/lib/components/linked-deals-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/linked-deals-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { dealStageById, pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiPlus } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { Button, Chip, Stack, Typography } from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport { type CrmOrgDoc, useCrmScope } from '../hooks/use-crm-scope'\nimport { useLinkedDeals } from '../hooks/use-deals'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  DEAL_STATUS_LABELS,\n  formatMoney,\n} from '../model/deal-board-model'\nimport type { DealFormValues } from '../model/deal-form-model'\nimport { DealEditDrawer } from './deal-edit-drawer'\n\nexport interface LinkedDealsCardProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The CRM surface's own path, for links into deals. */\n  basePath: string\n  /** Which record this card sits on. */\n  link: { contactId: string; contactName?: string } | { companyId: string; companyName?: string }\n}\n\n/**\n * The deals that name one record, on that record's page (AGL-2598).\n *\n * One bounded listener over the indexed link — `(visibleTo, contactId |\n * companyId, updatedAt DESC)` — and a \"New deal\" that opens the shared\n * drawer with this record already chosen, so a deal started from a person's\n * page is linked to them without anybody searching for them again. The\n * contact card and the company card are this component with the link\n * named; the two exports below exist so the pages that host them import\n * one name each.\n */\nexport function LinkedDealsCard(props: LinkedDealsCardProps) {\n  const { hostId, org, basePath, link } = props\n  const routes = crmRoutes(basePath)\n  const scope = useCrmScope({ hostId, org })\n  const pipelineState = usePipeline(scope.orgId, {\n    hostId,\n    org: (org ?? null) as Record<string, unknown> | null,\n  })\n  const { data: deals, status } = useLinkedDeals(\n    scope.orgId,\n    scope.visibleTo,\n    'contactId' in link ? { contactId: link.contactId } : { companyId: link.companyId },\n  )\n  const [creating, setCreating] = useState(false)\n  const defaults = useMemo<Partial<DealFormValues>>(\n    () =>\n      'contactId' in link\n        ? { contactId: link.contactId, contactName: link.contactName ?? '' }\n        : { companyId: link.companyId, companyName: link.companyName ?? '' },\n    [link],\n  )\n\n  return (\n    <>\n      <CardDisplay\n        header={'Deals'}\n        help={pluginDocsHelp('deals', { anchor: '#a-deals-page' })}\n        actions={\n          <Button\n            size=\"small\"\n            startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n            disabled={!pipelineState.pipeline || !scope.orgId}\n            onClick={() => setCreating(true)}\n          >\n            {'New deal'}\n          </Button>\n        }\n        contentGutterX\n        contentGutterY\n      >\n        {status === 'success' && deals.length === 0 ? (\n          <EmptyStateComponent\n            compact\n            label={'No deals yet'}\n            description={'A deal started here is linked to this record from the first save.'}\n            action={\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                disabled={!pipelineState.pipeline || !scope.orgId}\n                onClick={() => setCreating(true)}\n              >\n                {'New deal'}\n              </Button>\n            }\n          />\n        ) : (\n          <Stack spacing={1}>\n            {deals.map((deal) => {\n              const stage = dealStageById(\n                pipelineState.pipelineById(deal.pipelineId),\n                deal.stageId,\n              )\n              return (\n                <Stack\n                  key={deal.$id}\n                  direction=\"row\"\n                  spacing={1}\n                  sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n                >\n                  <Typography variant=\"body2\" sx={{ flex: 1, minWidth: 160 }} noWrap>\n                    <AppLink href={routes.deal(deal.$id)}>{deal.title || 'Untitled deal'}</AppLink>\n                  </Typography>\n                  <Chip\n                    size=\"small\"\n                    variant=\"outlined\"\n                    label={\n                      deal.status === 'open'\n                        ? (stage?.name ?? deal.stageId)\n                        : DEAL_STATUS_LABELS[deal.status]\n                    }\n                    color={deal.status === 'won' ? 'success' : 'default'}\n                  />\n                  <Typography variant=\"body2\" sx={{ minWidth: 90, textAlign: 'right' }}>\n                    {typeof deal.amountCents === 'number'\n                      ? formatMoney(deal.amountCents, deal.currency)\n                      : '—'}\n                  </Typography>\n                </Stack>\n              )\n            })}\n          </Stack>\n        )}\n      </CardDisplay>\n      <DealEditDrawer\n        open={creating}\n        onClose={() => setCreating(false)}\n        hostId={hostId}\n        org={org}\n        defaults={defaults}\n        pipelines={pipelineState.activePipelines}\n        defaultPipeline={pipelineState.pipeline}\n      />\n    </>\n  )\n}\nLinkedDealsCard.displayName = 'LinkedDealsCard'\n\nexport default LinkedDealsCard\n"],"names":["dealStageById","pluginDocsHelp","mdiPlus","AppLink","CardDisplay","MdiIcon","EmptyStateComponent","Button","Chip","Stack","Typography","useMemo","useState","useCrmScope","useLinkedDeals","usePipeline","crmRoutes","DEAL_STATUS_LABELS","formatMoney","DealEditDrawer","LinkedDealsCard","props","hostId","org","basePath","link","routes","scope","pipelineState","orgId","data","deals","status","visibleTo","contactId","companyId","creating","setCreating","defaults","contactName","companyName","header","help","anchor","actions","size","startIcon","path","disabled","pipeline","onClick","contentGutterX","contentGutterY","length","compact","label","description","action","variant","spacing","map","deal","stage","pipelineById","pipelineId","stageId","direction","sx","alignItems","flexWrap","rowGap","flex","minWidth","noWrap","href","$id","title","name","color","textAlign","amountCents","currency","open","onClose","pipelines","activePipelines","defaultPipeline","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,aAAa,EAAEC,cAAc,QAAQ,eAAc;AAC5D,SAASC,OAAO,QAAQ,yBAAwB;AAChD,SAASC,OAAO,EAAEC,WAAW,EAAEC,OAAO,QAAQ,uBAAsB;AACpE,OAAOC,yBAAyB,wDAAuD;AACvF,SAASC,MAAM,EAAEC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAC/D,SAASC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACzC,SAAyBC,WAAW,QAAQ,4BAAwB;AACpE,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,WAAW,QAAQ,2BAAuB;AACnD,SAASC,SAAS,QAAQ,yBAAqB;AAC/C,SACEC,kBAAkB,EAClBC,WAAW,QACN,+BAA2B;AAElC,SAASC,cAAc,QAAQ,wBAAoB;AAYnD;;;;;;;;;;CAUC,GACD,OAAO,SAASC,gBAAgBC,KAA2B;IACzD,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQ,EAAEC,IAAI,EAAE,GAAGJ;IACxC,MAAMK,SAASV,UAAUQ;IACzB,MAAMG,QAAQd,YAAY;QAAES;QAAQC;IAAI;IACxC,MAAMK,gBAAgBb,YAAYY,MAAME,KAAK,EAAE;QAC7CP;QACAC,GAAG,EAAGA,cAAAA,MAAO;IACf;IACA,MAAM,EAAEO,MAAMC,KAAK,EAAEC,MAAM,EAAE,GAAGlB,eAC9Ba,MAAME,KAAK,EACXF,MAAMM,SAAS,EACf,eAAeR,OAAO;QAAES,WAAWT,KAAKS,SAAS;IAAC,IAAI;QAAEC,WAAWV,KAAKU,SAAS;IAAC;IAEpF,MAAM,CAACC,UAAUC,YAAY,GAAGzB,SAAS;IACzC,MAAM0B,WAAW3B,QACf;YAEgDc,mBACAA;eAF9C,eAAeA,OACX;YAAES,WAAWT,KAAKS,SAAS;YAAEK,WAAW,GAAEd,oBAAAA,KAAKc,WAAW,YAAhBd,oBAAoB;QAAG,IACjE;YAAEU,WAAWV,KAAKU,SAAS;YAAEK,WAAW,GAAEf,oBAAAA,KAAKe,WAAW,YAAhBf,oBAAoB;QAAG;OACvE;QAACA;KAAK;IAGR,qBACE;;0BACE,KAACrB;gBACCqC,QAAQ;gBACRC,MAAMzC,eAAe,SAAS;oBAAE0C,QAAQ;gBAAgB;gBACxDC,uBACE,KAACrC;oBACCsC,MAAK;oBACLC,yBAAW,KAACzC;wBAAQ0C,MAAM7C,QAAQ6C,IAAI;wBAAEF,MAAM;;oBAC9CG,UAAU,CAACpB,cAAcqB,QAAQ,IAAI,CAACtB,MAAME,KAAK;oBACjDqB,SAAS,IAAMb,YAAY;8BAE1B;;gBAGLc,cAAc;gBACdC,cAAc;0BAEbpB,WAAW,aAAaD,MAAMsB,MAAM,KAAK,kBACxC,KAAC/C;oBACCgD,OAAO;oBACPC,OAAO;oBACPC,aAAa;oBACbC,sBACE,KAAClD;wBACCsC,MAAK;wBACLa,SAAQ;wBACRZ,yBAAW,KAACzC;4BAAQ0C,MAAM7C,QAAQ6C,IAAI;4BAAEF,MAAM;;wBAC9CG,UAAU,CAACpB,cAAcqB,QAAQ,IAAI,CAACtB,MAAME,KAAK;wBACjDqB,SAAS,IAAMb,YAAY;kCAE1B;;mCAKP,KAAC5B;oBAAMkD,SAAS;8BACb5B,MAAM6B,GAAG,CAAC,CAACC;;wBACV,MAAMC,QAAQ9D,cACZ4B,cAAcmC,YAAY,CAACF,KAAKG,UAAU,GAC1CH,KAAKI,OAAO;wBAEd,qBACE,MAACxD;4BAECyD,WAAU;4BACVP,SAAS;4BACTQ,IAAI;gCAAEC,YAAY;gCAAUC,UAAU;gCAAQC,QAAQ;4BAAI;;8CAE1D,KAAC5D;oCAAWgD,SAAQ;oCAAQS,IAAI;wCAAEI,MAAM;wCAAGC,UAAU;oCAAI;oCAAGC,MAAM;8CAChE,cAAA,KAACtE;wCAAQuE,MAAMhD,OAAOmC,IAAI,CAACA,KAAKc,GAAG;kDAAId,KAAKe,KAAK,IAAI;;;8CAEvD,KAACpE;oCACCqC,MAAK;oCACLa,SAAQ;oCACRH,OACEM,KAAK7B,MAAM,KAAK,iBACX8B,yBAAAA,MAAOe,IAAI,mBAAIhB,KAAKI,OAAO,GAC5BhD,kBAAkB,CAAC4C,KAAK7B,MAAM,CAAC;oCAErC8C,OAAOjB,KAAK7B,MAAM,KAAK,QAAQ,YAAY;;8CAE7C,KAACtB;oCAAWgD,SAAQ;oCAAQS,IAAI;wCAAEK,UAAU;wCAAIO,WAAW;oCAAQ;8CAChE,OAAOlB,KAAKmB,WAAW,KAAK,WACzB9D,YAAY2C,KAAKmB,WAAW,EAAEnB,KAAKoB,QAAQ,IAC3C;;;2BArBDpB,KAAKc,GAAG;oBAyBnB;;;0BAIN,KAACxD;gBACC+D,MAAM9C;gBACN+C,SAAS,IAAM9C,YAAY;gBAC3Bf,QAAQA;gBACRC,KAAKA;gBACLe,UAAUA;gBACV8C,WAAWxD,cAAcyD,eAAe;gBACxCC,iBAAiB1D,cAAcqB,QAAQ;;;;AAI/C;AACA7B,gBAAgBmE,WAAW,GAAG;AAE9B,eAAenE,gBAAe"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/linked-deals-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { dealStageById, pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiPlus } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { Button, Chip, Stack, Typography } from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport { type CrmOrgDoc, useCrmScope } from '../hooks/use-crm-scope'\nimport { useLinkedDeals } from '../hooks/use-deals'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  DEAL_STATUS_LABELS,\n  formatMoney,\n} from '../model/deal-board-model'\nimport type { DealFormValues } from '../model/deal-form-model'\nimport { DealEditDrawer } from './deal-edit-drawer'\n\nexport interface LinkedDealsCardProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The CRM surface's own path, for links into deals. */\n  basePath: string\n  /** Which record this card sits on. */\n  link: { contactId: string; contactName?: string } | { companyId: string; companyName?: string }\n}\n\n/**\n * The deals that name one record, on that record's page (AGL-2598).\n *\n * One bounded listener over the indexed link — `(visibleTo, contactId |\n * companyId, updatedAt DESC)` — and a \"New deal\" that opens the shared\n * drawer with this record already chosen, so a deal started from a person's\n * page is linked to them without anybody searching for them again. The\n * contact card and the company card are this component with the link\n * named; the two exports below exist so the pages that host them import\n * one name each.\n */\nexport function LinkedDealsCard(props: LinkedDealsCardProps) {\n  const { hostId, org, basePath, link } = props\n  const routes = crmRoutes(basePath)\n  const scope = useCrmScope({ hostId, org })\n  const pipelineState = usePipeline(scope.orgId, {\n    hostId,\n    org: (org ?? null) as Record<string, unknown> | null,\n  })\n  const { data: deals, status } = useLinkedDeals(\n    scope.orgId,\n    scope.visibleTo,\n    'contactId' in link ? { contactId: link.contactId } : { companyId: link.companyId },\n  )\n  const [creating, setCreating] = useState(false)\n  const defaults = useMemo<Partial<DealFormValues>>(\n    () =>\n      'contactId' in link\n        ? { contactId: link.contactId, contactName: link.contactName ?? '' }\n        : { companyId: link.companyId, companyName: link.companyName ?? '' },\n    [link],\n  )\n\n  return (\n    <>\n      <CardDisplay\n        header={'Deals'}\n        help={pluginDocsHelp('deals', { anchor: '#a-deals-page' })}\n        HeaderProps={{\n          action: (\n            <Button\n              size=\"small\"\n              startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n              disabled={!pipelineState.pipeline || !scope.orgId}\n              onClick={() => setCreating(true)}\n            >\n              {'New deal'}\n            </Button>\n          ),\n        }}\n        contentGutterX\n        contentGutterY\n      >\n        {status === 'success' && deals.length === 0 ? (\n          <EmptyStateComponent\n            compact\n            label={'No deals yet'}\n            description={'A deal started here is linked to this record from the first save.'}\n            action={\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                disabled={!pipelineState.pipeline || !scope.orgId}\n                onClick={() => setCreating(true)}\n              >\n                {'New deal'}\n              </Button>\n            }\n          />\n        ) : (\n          <Stack spacing={1}>\n            {deals.map((deal) => {\n              const stage = dealStageById(\n                pipelineState.pipelineById(deal.pipelineId),\n                deal.stageId,\n              )\n              return (\n                <Stack\n                  key={deal.$id}\n                  direction=\"row\"\n                  spacing={1}\n                  sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n                >\n                  <Typography variant=\"body2\" sx={{ flex: 1, minWidth: 160 }} noWrap>\n                    <AppLink href={routes.deal(deal.$id)}>{deal.title || 'Untitled deal'}</AppLink>\n                  </Typography>\n                  <Chip\n                    size=\"small\"\n                    variant=\"outlined\"\n                    label={\n                      deal.status === 'open'\n                        ? (stage?.name ?? deal.stageId)\n                        : DEAL_STATUS_LABELS[deal.status]\n                    }\n                    color={deal.status === 'won' ? 'success' : 'default'}\n                  />\n                  <Typography variant=\"body2\" sx={{ minWidth: 90, textAlign: 'right' }}>\n                    {typeof deal.amountCents === 'number'\n                      ? formatMoney(deal.amountCents, deal.currency)\n                      : '—'}\n                  </Typography>\n                </Stack>\n              )\n            })}\n          </Stack>\n        )}\n      </CardDisplay>\n      <DealEditDrawer\n        open={creating}\n        onClose={() => setCreating(false)}\n        hostId={hostId}\n        org={org}\n        defaults={defaults}\n        pipelines={pipelineState.activePipelines}\n        defaultPipeline={pipelineState.pipeline}\n      />\n    </>\n  )\n}\nLinkedDealsCard.displayName = 'LinkedDealsCard'\n\nexport default LinkedDealsCard\n"],"names":["dealStageById","pluginDocsHelp","mdiPlus","AppLink","CardDisplay","MdiIcon","EmptyStateComponent","Button","Chip","Stack","Typography","useMemo","useState","useCrmScope","useLinkedDeals","usePipeline","crmRoutes","DEAL_STATUS_LABELS","formatMoney","DealEditDrawer","LinkedDealsCard","props","hostId","org","basePath","link","routes","scope","pipelineState","orgId","data","deals","status","visibleTo","contactId","companyId","creating","setCreating","defaults","contactName","companyName","header","help","anchor","HeaderProps","action","size","startIcon","path","disabled","pipeline","onClick","contentGutterX","contentGutterY","length","compact","label","description","variant","spacing","map","deal","stage","pipelineById","pipelineId","stageId","direction","sx","alignItems","flexWrap","rowGap","flex","minWidth","noWrap","href","$id","title","name","color","textAlign","amountCents","currency","open","onClose","pipelines","activePipelines","defaultPipeline","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,aAAa,EAAEC,cAAc,QAAQ,eAAc;AAC5D,SAASC,OAAO,QAAQ,yBAAwB;AAChD,SAASC,OAAO,EAAEC,WAAW,EAAEC,OAAO,QAAQ,uBAAsB;AACpE,OAAOC,yBAAyB,wDAAuD;AACvF,SAASC,MAAM,EAAEC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAC/D,SAASC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACzC,SAAyBC,WAAW,QAAQ,4BAAwB;AACpE,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,WAAW,QAAQ,2BAAuB;AACnD,SAASC,SAAS,QAAQ,yBAAqB;AAC/C,SACEC,kBAAkB,EAClBC,WAAW,QACN,+BAA2B;AAElC,SAASC,cAAc,QAAQ,wBAAoB;AAYnD;;;;;;;;;;CAUC,GACD,OAAO,SAASC,gBAAgBC,KAA2B;IACzD,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQ,EAAEC,IAAI,EAAE,GAAGJ;IACxC,MAAMK,SAASV,UAAUQ;IACzB,MAAMG,QAAQd,YAAY;QAAES;QAAQC;IAAI;IACxC,MAAMK,gBAAgBb,YAAYY,MAAME,KAAK,EAAE;QAC7CP;QACAC,GAAG,EAAGA,cAAAA,MAAO;IACf;IACA,MAAM,EAAEO,MAAMC,KAAK,EAAEC,MAAM,EAAE,GAAGlB,eAC9Ba,MAAME,KAAK,EACXF,MAAMM,SAAS,EACf,eAAeR,OAAO;QAAES,WAAWT,KAAKS,SAAS;IAAC,IAAI;QAAEC,WAAWV,KAAKU,SAAS;IAAC;IAEpF,MAAM,CAACC,UAAUC,YAAY,GAAGzB,SAAS;IACzC,MAAM0B,WAAW3B,QACf;YAEgDc,mBACAA;eAF9C,eAAeA,OACX;YAAES,WAAWT,KAAKS,SAAS;YAAEK,WAAW,GAAEd,oBAAAA,KAAKc,WAAW,YAAhBd,oBAAoB;QAAG,IACjE;YAAEU,WAAWV,KAAKU,SAAS;YAAEK,WAAW,GAAEf,oBAAAA,KAAKe,WAAW,YAAhBf,oBAAoB;QAAG;OACvE;QAACA;KAAK;IAGR,qBACE;;0BACE,KAACrB;gBACCqC,QAAQ;gBACRC,MAAMzC,eAAe,SAAS;oBAAE0C,QAAQ;gBAAgB;gBACxDC,aAAa;oBACXC,sBACE,KAACtC;wBACCuC,MAAK;wBACLC,yBAAW,KAAC1C;4BAAQ2C,MAAM9C,QAAQ8C,IAAI;4BAAEF,MAAM;;wBAC9CG,UAAU,CAACrB,cAAcsB,QAAQ,IAAI,CAACvB,MAAME,KAAK;wBACjDsB,SAAS,IAAMd,YAAY;kCAE1B;;gBAGP;gBACAe,cAAc;gBACdC,cAAc;0BAEbrB,WAAW,aAAaD,MAAMuB,MAAM,KAAK,kBACxC,KAAChD;oBACCiD,OAAO;oBACPC,OAAO;oBACPC,aAAa;oBACbZ,sBACE,KAACtC;wBACCuC,MAAK;wBACLY,SAAQ;wBACRX,yBAAW,KAAC1C;4BAAQ2C,MAAM9C,QAAQ8C,IAAI;4BAAEF,MAAM;;wBAC9CG,UAAU,CAACrB,cAAcsB,QAAQ,IAAI,CAACvB,MAAME,KAAK;wBACjDsB,SAAS,IAAMd,YAAY;kCAE1B;;mCAKP,KAAC5B;oBAAMkD,SAAS;8BACb5B,MAAM6B,GAAG,CAAC,CAACC;;wBACV,MAAMC,QAAQ9D,cACZ4B,cAAcmC,YAAY,CAACF,KAAKG,UAAU,GAC1CH,KAAKI,OAAO;wBAEd,qBACE,MAACxD;4BAECyD,WAAU;4BACVP,SAAS;4BACTQ,IAAI;gCAAEC,YAAY;gCAAUC,UAAU;gCAAQC,QAAQ;4BAAI;;8CAE1D,KAAC5D;oCAAWgD,SAAQ;oCAAQS,IAAI;wCAAEI,MAAM;wCAAGC,UAAU;oCAAI;oCAAGC,MAAM;8CAChE,cAAA,KAACtE;wCAAQuE,MAAMhD,OAAOmC,IAAI,CAACA,KAAKc,GAAG;kDAAId,KAAKe,KAAK,IAAI;;;8CAEvD,KAACpE;oCACCsC,MAAK;oCACLY,SAAQ;oCACRF,OACEK,KAAK7B,MAAM,KAAK,iBACX8B,yBAAAA,MAAOe,IAAI,mBAAIhB,KAAKI,OAAO,GAC5BhD,kBAAkB,CAAC4C,KAAK7B,MAAM,CAAC;oCAErC8C,OAAOjB,KAAK7B,MAAM,KAAK,QAAQ,YAAY;;8CAE7C,KAACtB;oCAAWgD,SAAQ;oCAAQS,IAAI;wCAAEK,UAAU;wCAAIO,WAAW;oCAAQ;8CAChE,OAAOlB,KAAKmB,WAAW,KAAK,WACzB9D,YAAY2C,KAAKmB,WAAW,EAAEnB,KAAKoB,QAAQ,IAC3C;;;2BArBDpB,KAAKc,GAAG;oBAyBnB;;;0BAIN,KAACxD;gBACC+D,MAAM9C;gBACN+C,SAAS,IAAM9C,YAAY;gBAC3Bf,QAAQA;gBACRC,KAAKA;gBACLe,UAAUA;gBACV8C,WAAWxD,cAAcyD,eAAe;gBACxCC,iBAAiB1D,cAAcsB,QAAQ;;;;AAI/C;AACA9B,gBAAgBmE,WAAW,GAAG;AAE9B,eAAenE,gBAAe"}

package/src/lib/components/recent-activity-feed.d.ts

@@ -1,11 +1,11 @@
 import { type CrmOrg } from './activity-queries';
-/** The feed's default depth — a glance, not a log. */
+/** One page of the feed, and the step its listener widens by — a glance, not a log. */
 export declare const RECENT_ACTIVITY_LIMIT = 10;
 export interface RecentActivityFeedProps {
     /** The site the record is read under, or `null` at the organization level. */
     hostId: string | null;
     org: CrmOrg;
-    /** The newest this many, across every record. */
+    /** A page of the feed, and how far its listener widens when a page is turned past it. */
     limit?: number;
     /**
      * The hub's mount path, for the link each row carries to its record. The
@@ -19,12 +19,16 @@ export interface RecentActivityFeedProps {
  * emails, meetings and notes anyone on the team filed against any record,
  * each linking to the record it is about.
  *
- * What the contacts landing shows under its list, so that opening the CRM
- * answers "what has the team been doing" before anybody opens a record. One
- * bounded listener on `(visibleTo, atMs DESC)` — the index that exists for
- * exactly this query — filtered to what this reader may see, the same
- * predicate the rules evaluate. Bounded to `limit` and no further: a feed
- * is a glance, and the record's own page is where the whole log lives.
+ * The contacts landing shows it as a card of its own under the list card,
+ * so that opening the CRM answers "what has the team been doing" before
+ * anybody opens a record, without the list running on into it. One bounded
+ * listener on `(visibleTo, atMs DESC)` — the index that exists for exactly
+ * this query — filtered to what this reader may see, the same predicate the
+ * rules evaluate. It reads one page, `limit`, and widens by a page only
+ * when the reader turns to the next one.
+ *
+ * Every row is collapsed to its kind, its heading, who and when, and opens
+ * in place to the body; **Expand all** in the card header opens them all.
  *
  * A row links to its CONTACT when it has one, else its deal, else its
  * company — `crmActivityRecordLink`'s precedence — through `crmRoutes`, so

package/src/lib/components/recent-activity-feed.js

@@ -14,33 +14,38 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */ 'use client';
-import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { jsx as _jsx } from "react/jsx-runtime";
 import * as Aglyn from "@aglyn/aglyn";
-import { AppLink } from "@aglyn/shared-ui-jsx";
-import { Stack, Typography } from "@mui/material";
-import { useCallback, useMemo } from "react";
+import { AppLink, CardDisplay } from "@aglyn/shared-ui-jsx";
+import { Typography } from "@mui/material";
+import { useCallback, useEffect, useMemo, useState } from "react";
 import { crmRoutes } from "../model/crm-routes.js";
 import { ActivityList } from "./activity-list.js";
 import { useActivityScope, useActivityWindow } from "./activity-queries.js";
+import { TimelineExpandAllButton, useTimelineExpansion } from "./activity-timeline.js";
 /** How the record an activity is about reads in the feed. */ const RECORD_LABELS = {
     contact: 'Contact',
     deal: 'Deal',
     company: 'Company',
     lead: 'Lead'
 };
-/** The feed's default depth — a glance, not a log. */ export const RECENT_ACTIVITY_LIMIT = 10;
+/** One page of the feed, and the step its listener widens by — a glance, not a log. */ export const RECENT_ACTIVITY_LIMIT = 10;
 /** The empty link: nothing to render, the query returns nothing. */ const NO_RECORD = Object.freeze({});
 /**
  * The newest logged activity across the CRM (AGL-2600): the last few calls,
  * emails, meetings and notes anyone on the team filed against any record,
  * each linking to the record it is about.
  *
- * What the contacts landing shows under its list, so that opening the CRM
- * answers "what has the team been doing" before anybody opens a record. One
- * bounded listener on `(visibleTo, atMs DESC)` — the index that exists for
- * exactly this query — filtered to what this reader may see, the same
- * predicate the rules evaluate. Bounded to `limit` and no further: a feed
- * is a glance, and the record's own page is where the whole log lives.
+ * The contacts landing shows it as a card of its own under the list card,
+ * so that opening the CRM answers "what has the team been doing" before
+ * anybody opens a record, without the list running on into it. One bounded
+ * listener on `(visibleTo, atMs DESC)` — the index that exists for exactly
+ * this query — filtered to what this reader may see, the same predicate the
+ * rules evaluate. It reads one page, `limit`, and widens by a page only
+ * when the reader turns to the next one.
+ *
+ * Every row is collapsed to its kind, its heading, who and when, and opens
+ * in place to the body; **Expand all** in the card header opens them all.
  *
  * A row links to its CONTACT when it has one, else its deal, else its
  * company — `crmActivityRecordLink`'s precedence — through `crmRoutes`, so
@@ -51,6 +56,17 @@ import { useActivityScope, useActivityWindow } from "./activity-queries.js";
     const { hostId, org, limit = RECENT_ACTIVITY_LIMIT, basePath } = props;
     const scope = useActivityScope(hostId, org);
     const activities = useActivityWindow(scope, NO_RECORD, limit);
+    const expansion = useTimelineExpansion();
+    /*
+   * Whether the feed has ever had a row. A page turned past the window
+   * re-reads it, and the listener holds nothing while it does; the card has
+   * to stay through that rather than vanish with its page.
+   */ const [seen, setSeen] = useState(false);
+    useEffect(()=>{
+        if (activities.rows.length) setSeen(true);
+    }, [
+        activities.rows.length
+    ]);
     const routes = useMemo(()=>basePath ? crmRoutes(basePath) : null, [
         basePath
     ]);
@@ -76,25 +92,34 @@ import { useActivityScope, useActivityWindow } from "./activity-queries.js";
     // Nothing to show and nothing to say: a landing with no activity yet
     // should not carry an empty heading for a feature the reader has not
     // used, and the record pages are where the "log one" affordance lives.
-    if (activities.status !== 'error' && !activities.rows.length) return null;
-    return /*#__PURE__*/ _jsxs(Stack, {
-        spacing: 1.5,
-        children: [
-            /*#__PURE__*/ _jsx(Typography, {
-                variant: "subtitle2",
-                children: 'Recent activity'
-            }),
-            activities.status === 'error' ? /*#__PURE__*/ _jsx(Typography, {
-                variant: "body2",
-                color: "error",
-                children: 'Recent activity could not be loaded.'
-            }) : /*#__PURE__*/ _jsx(ActivityList, {
-                rows: activities.rows,
-                scope: scope,
-                subjectFor: subjectFor,
-                readOnly: true
+    if (activities.status !== 'error' && !activities.rows.length && !seen) return null;
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Recent activity',
+        help: Aglyn.pluginDocsHelp('contactActivities', {
+            anchor: '#the-recent-activity-feed'
+        }),
+        contentGutterX: true,
+        contentGutterY: true,
+        HeaderProps: {
+            action: /*#__PURE__*/ _jsx(TimelineExpandAllButton, {
+                expansion: expansion,
+                disabled: !activities.rows.length
             })
-        ]
+        },
+        children: activities.status === 'error' ? /*#__PURE__*/ _jsx(Typography, {
+            variant: "body2",
+            color: "error",
+            children: 'Recent activity could not be loaded.'
+        }) : /*#__PURE__*/ _jsx(ActivityList, {
+            rows: activities.rows,
+            scope: scope,
+            subjectFor: subjectFor,
+            readOnly: true,
+            hasMore: activities.hasMore,
+            onShowMore: activities.showMore,
+            loading: activities.status === 'loading',
+            expansion: expansion
+        })
     });
 }
 RecentActivityFeed.displayName = 'RecentActivityFeed';