@aglyn/plugins-crm 1.0.0-beta.200 → 1.0.0-beta.202

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/fields-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 {\n  CONTACT_FIELD_TYPE_LABELS,\n  type ConsolePluginPageProps,\n  createResourceUid,\n  CRM_COLLECTIONS,\n  CRM_FIELD_OBJECT_LABELS,\n  CRM_FIELD_OBJECTS,\n  type CrmFieldObject,\n  isCrmFieldObject,\n  newResourceScopeFields,\n  ORG_SCOPE_TOKEN,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport {\n  mdiArchiveArrowUpOutline,\n  mdiArchiveOutline,\n  mdiArrowDown,\n  mdiArrowUp,\n  mdiDeleteOutline,\n  mdiPencilOutline,\n} from '@aglyn/shared-data-mdi'\nimport {\n  CardDisplay,\n  MdiIcon,\n  SrOnly,\n  useConfirmationContext,\n} from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  IconButton,\n  Stack,\n  Tab,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Tabs,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  deleteDoc,\n  doc,\n  setDoc,\n  updateDoc,\n  writeBatch,\n} from 'firebase/firestore'\nimport { useCallback, useState } from 'react'\nimport {\n  type ContactFieldDefinitionDoc,\n  useContactFieldDefinitions,\n} from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport ContactFieldDrawer, { type ContactFieldDraft } from './contact-field-drawer'\nimport { LeadSourceValuesCard } from './lead-source-values-card'\nimport { recomputeAllCrmNextActivity } from '../model/next-activity-api'\nimport { crmTaskCallScope } from '../model/task-routes'\n\nexport type ContactsFieldsSectionProps = Pick<ConsolePluginPageProps, 'hostId' | 'org'>\n\n/** What each tab says the fields are for, above its list. */\nconst OBJECT_INTRO: Record<CrmFieldObject, string> = {\n  contact:\n    'The custom fields on a contact — text, number, date, choice, ' +\n    'checkbox or link. They show on every contact, as columns on the ' +\n    'list, and a form field can save into one.',\n  company:\n    'The custom fields on a company. They show on every company’s page ' +\n    'and its edit form, as columns on the companies list, and a CSV ' +\n    'import can fill them.',\n  deal:\n    'The custom fields on a deal. They show on every deal’s page and ' +\n    'its edit form, and as columns on the deals table.',\n  lead:\n    'The custom fields on a lead. They show on every lead’s page and the ' +\n    'New lead drawer, and as columns on the leads list. They stay on the ' +\n    'lead when it converts — a contact’s fields are its own.',\n}\n\n/** The noun each tab's empty state and captions use. */\nconst OBJECT_NOUN: Record<CrmFieldObject, string> = {\n  contact: 'contact',\n  company: 'company',\n  deal: 'deal',\n  lead: 'lead',\n}\n\n/**\n * `/crm/fields` — the custom fields a holder keeps on a person (AGL-2601),\n * since AGL-2661 on a company and a deal too, and since AGL-3272 on a lead:\n * one tab each, and every CRM record describable in the org's own words.\n *\n * Definitions live in `orgs/{orgId}/contactFields`, one document per field,\n * and the VALUES live under each contact facet's `custom` keyed by the\n * definition's `key`. That split decides everything this section does:\n *\n *  - A field is RETIRED, not deleted, while values may exist under it. A\n *    retired field leaves every form and every column, but an export can\n *    still read what was written, and a restore brings it back intact.\n *    Delete is offered only on a retired field, because retiring is the step\n *    where the author had to look at what they were losing.\n *  - The KEY never changes. It is the map key every value sits under; a\n *    rename is a new field and a retire.\n *  - Order is a stored `order` on each document, moved with the arrows here,\n *    and every reader sorts by it — the profile card, the columns, an export.\n *\n * ## What is NOT on this page\n *\n * How many contacts carry a value under each field. That count is a read of\n * every contact document in the org — the expensive-read shape this codebase\n * has a standing rule against — and it would be paid on every visit to a\n * settings page. The list says so rather than showing a number it cannot\n * afford to keep true.\n *\n * Definitions are ORG-WIDE (`visibleTo: ['org']`): a field is a fact about\n * how this business describes people, and every site in the org files\n * people into the same address book. `hostId` records which site defined it.\n */\nexport function ContactsFieldsSection(props: ContactsFieldsSectionProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  // The org root from the one scope hook (AGL-2614), which also answers at\n  // the organization level (AGL-2630). A definition is org-wide either way;\n  // the defining site it records is the mounted one, or the picked one, or\n  // none for a field defined over the whole org before any pick.\n  const { scope, ready: scopeReady, createHostId } = useCrmScope({ hostId, org })\n  const orgId = scope?.[1] ?? null\n  /*\n   * ONE TAB PER OBJECT (AGL-2661). The list, the drawer and every write\n   * below are about the tab's object: the hook narrows the org's one\n   * definition list to it, a new field is stamped with it, and the drawer\n   * refuses a key only against the keys THIS object already uses — a\n   * company and a contact may both define `region`.\n   */\n  const [object, setObject] = useState<CrmFieldObject>('contact')\n  const { definitions, ready, fromCache } = useContactFieldDefinitions(orgId, object)\n  const noun = OBJECT_NOUN[object]\n\n  /*\n   * MAINTENANCE: recompute every record's next activity (AGL-2661). The\n   * figure is kept by every task write, so this is for the records written\n   * before it existed and for whatever a write that could not reach the\n   * route left behind. A console action rather than a script, because the\n   * person who notices a stale column is the person who should be able to\n   * fix it.\n   */\n  const { data: user } = useUser()\n  const [recomputing, setRecomputing] = useState(false)\n  const recomputeNextActivity = useCallback(async () => {\n    const callScope = crmTaskCallScope(hostId, orgId)\n    if (!callScope || recomputing) return\n    const confirmed = await confirm({\n      title: 'Recompute next activity?',\n      description:\n        'Every contact, company and deal in this organization gets its ' +\n        '\"Next activity\" recomputed from its open tasks. Safe to run any time; ' +\n        'it only rewrites a figure the task list already implies.',\n      confirmationText: 'Recompute',\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    setRecomputing(true)\n    try {\n      const result = await recomputeAllCrmNextActivity(user, callScope)\n      enqueueSnackbar(\n        `Next activity recomputed: ${result.records.toLocaleString()} record${result.records === 1 ? '' : 's'} ` +\n          `from ${(result.tasks ?? 0).toLocaleString()} open task${result.tasks === 1 ? '' : 's'}` +\n          (result.truncated\n            ? ' — the first batch of open tasks only; nothing stale was cleared'\n            : ''),\n        { variant: 'success' },\n      )\n    } catch (cause) {\n      enqueueSnackbar(\n        cause instanceof Error ? cause.message : 'The next activity could not be recomputed.',\n        { variant: 'warning' },\n      )\n    } finally {\n      setRecomputing(false)\n    }\n  }, [hostId, orgId, recomputing, confirm, user, enqueueSnackbar])\n\n  const [drawerOpen, setDrawerOpen] = useState(false)\n  const [editing, setEditing] = useState<ContactFieldDefinitionDoc | null>(null)\n  const [busyId, setBusyId] = useState('')\n\n  const fieldRef = useCallback(\n    (id: string) => {\n      if (!scope) throw new Error('a contact field needs an organization')\n      return doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.contactFields, id)\n    },\n    [firestore, scope],\n  )\n\n  const openCreate = useCallback(() => {\n    setEditing(null)\n    setDrawerOpen(true)\n  }, [])\n  const openEdit = useCallback((definition: ContactFieldDefinitionDoc) => {\n    setEditing(definition)\n    setDrawerOpen(true)\n  }, [])\n\n  /**\n   * Create, or save the editable half of an existing field.\n   *\n   * On create the document carries everything a reader expects: the key,\n   * an `order` past every existing one so it lands last, an explicit\n   * `retiredAt: null` so a `where('retiredAt', '==', null)` can find it, the\n   * defining site, and the org-wide scope stamp the rules require. On edit\n   * only the label, the choices and the required flag move — the key and\n   * the type are the drawer's disabled inputs, and this writer does not\n   * take them either.\n   */\n  const handleSubmit = useCallback(\n    async (draft: ContactFieldDraft) => {\n      if (!scope) return\n      const now = new Date()\n      if (editing) {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'field', fromCache },\n          async () => {\n            await updateDoc(fieldRef(editing.$id), {\n              label: draft.label,\n              ...(editing.type === 'select' ? { options: draft.options } : {}),\n              required: draft.required,\n              updatedAt: now,\n            })\n          },\n        )\n        if (!verdict.ok) {\n          return void enqueueSnackbar(verdict.message, {\n            variant: 'warning',\n            persist: false,\n          })\n        }\n        enqueueSnackbar('Field saved', { variant: 'success', persist: false })\n      } else {\n        const order =\n          definitions.reduce(\n            (highest, definition) => Math.max(highest, Number(definition.order) || 0),\n            -1,\n          ) + 1\n        await setDoc(\n          doc(\n            collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.contactFields),\n            createResourceUid(),\n          ),\n          {\n            key: draft.key,\n            label: draft.label,\n            type: draft.type,\n            ...(draft.type === 'select' ? { options: draft.options } : {}),\n            required: draft.required,\n            order,\n            retiredAt: null,\n            // Which record the field describes — the tab it was made on.\n            object,\n            hostId: createHostId,\n            ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n            createdAt: now,\n            updatedAt: now,\n          },\n        )\n        enqueueSnackbar(`Field \"${draft.label}\" added`, {\n          variant: 'success',\n          persist: false,\n        })\n      }\n      setDrawerOpen(false)\n      setEditing(null)\n    },\n    [scope, editing, fromCache, fieldRef, enqueueSnackbar, definitions, firestore, createHostId, object],\n  )\n\n  /**\n   * Move a field one place up or down.\n   *\n   * Writes `order` as the POSITION for every row whose stored order is not\n   * already its position, in one batch. Swapping two numbers would be enough\n   * on a list whose orders are already distinct, and wrong on one where they\n   * are not — every field created before this section existed carries the\n   * same `order`, and a swap of two equal numbers moves nothing. Renumbering\n   * what is out of place makes the first move on such a list also the one\n   * that normalizes it, at the cost of a batch that is at most the list.\n   */\n  const move = useCallback(\n    async (definition: ContactFieldDefinitionDoc, direction: -1 | 1) => {\n      if (!scope || busyId) return\n      const index = definitions.findIndex((entry) => entry.$id === definition.$id)\n      const target = index + direction\n      if (index < 0 || target < 0 || target >= definitions.length) return\n      const next = [...definitions]\n      next[index] = definitions[target]\n      next[target] = definitions[index]\n      setBusyId(definition.$id)\n      try {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'field order', fromCache },\n          async () => {\n            const batch = writeBatch(firestore)\n            const now = new Date()\n            next.forEach((entry, position) => {\n              if (entry.order === position) return\n              batch.update(fieldRef(entry.$id), { order: position, updatedAt: now })\n            })\n            await batch.commit()\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n        }\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, definitions, fromCache, firestore, fieldRef, enqueueSnackbar],\n  )\n\n  /**\n   * Retire a field, or bring one back.\n   *\n   * Retiring is asked about because it takes a control off every contact\n   * form and a column off the list; restoring is not, because it puts a\n   * choice back and is undone by retiring again. Neither touches a value.\n   */\n  const toggleRetired = useCallback(\n    async (definition: ContactFieldDefinitionDoc) => {\n      if (!scope || busyId) return\n      if (!definition.retiredAt) {\n        const accepted = await confirm({\n          title: `Retire “${definition.label}”?`,\n          description:\n            `It leaves every ${noun} form, column and form-field mapping. ` +\n            'Values already saved under it are kept and still export, and ' +\n            'you can restore the field at any time.',\n          confirmationText: 'Retire',\n        })\n          // `confirm` resolves with no value and REJECTS on cancel, so gating\n          // on the resolved value alone would always fall through.\n          .then(() => true)\n          .catch(() => false)\n        if (!accepted) return\n      }\n      setBusyId(definition.$id)\n      try {\n        await updateDoc(fieldRef(definition.$id), {\n          retiredAt: definition.retiredAt ? null : Date.now(),\n          updatedAt: new Date(),\n        })\n        enqueueSnackbar(definition.retiredAt ? 'Field restored' : 'Field retired', {\n          variant: 'success',\n          persist: false,\n        })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, confirm, fieldRef, enqueueSnackbar, noun],\n  )\n\n  /**\n   * Delete a RETIRED field's definition.\n   *\n   * The values under its key are not touched — they sit on contact documents\n   * this page does not read — so what is destroyed is the ability to show\n   * them anywhere. The dialog says exactly that, and the key stays taken for\n   * as long as the list can see it, which after this write it cannot; a new\n   * field with the same key would read the orphaned values back as its own.\n   */\n  const handleDelete = useCallback(\n    async (definition: ContactFieldDefinitionDoc) => {\n      if (!scope || busyId || !definition.retiredAt) return\n      const accepted = await confirm({\n        title: `Delete “${definition.label}”?`,\n        description:\n          'The definition is removed for good. Values saved under its key ' +\n          `(${definition.key}) stay on the ${noun}s that carry them but ` +\n          'nothing will show them again — and a new field created with the ' +\n          'same key would read them as its own.',\n        confirmationText: 'Delete field',\n        confirmationButtonProps: { color: 'error' },\n      })\n        .then(() => true)\n        .catch(() => false)\n      if (!accepted) return\n      setBusyId(definition.$id)\n      try {\n        await deleteDoc(fieldRef(definition.$id))\n        enqueueSnackbar('Field deleted', { variant: 'success', persist: false })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, confirm, fieldRef, enqueueSnackbar, noun],\n  )\n\n  const rowActions = (definition: ContactFieldDefinitionDoc): RowActionsMenuItem[] => [\n    {\n      key: 'edit',\n      label: 'Edit field',\n      icon: <MdiIcon path={mdiPencilOutline.path} size={0.8} />,\n      onClick: () => openEdit(definition),\n    },\n    {\n      key: 'retire',\n      label: definition.retiredAt ? 'Restore' : 'Retire',\n      icon: (\n        <MdiIcon\n          path={definition.retiredAt ? mdiArchiveArrowUpOutline.path : mdiArchiveOutline.path}\n          size={0.8}\n        />\n      ),\n      destructive: !definition.retiredAt,\n      disabled: Boolean(busyId),\n      disabledReason: busyId ? 'Another field is being saved' : undefined,\n      onClick: () => void toggleRetired(definition),\n    },\n    ...(definition.retiredAt\n      ? [\n          {\n            key: 'delete',\n            label: 'Delete',\n            icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n            destructive: true,\n            disabled: Boolean(busyId),\n            disabledReason: busyId ? 'Another field is being saved' : undefined,\n            onClick: () => void handleDelete(definition),\n          } satisfies RowActionsMenuItem,\n        ]\n      : []),\n  ]\n\n  return (\n    <CardDisplay\n      header={'Fields'}\n      help={pluginDocsHelp('contactFields', { anchor: '#define-a-field' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        action: scope ? (\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            <Button size=\"small\" onClick={() => void recomputeNextActivity()} disabled={recomputing}>\n              {recomputing ? 'Recomputing…' : 'Recompute next activity'}\n            </Button>\n            <Button variant=\"contained\" onClick={openCreate}>\n              {'New field'}\n            </Button>\n          </Stack>\n        ) : null,\n      }}\n    >\n      <Stack spacing={2}>\n        <Tabs\n          value={object}\n          onChange={(_event, next) => {\n            if (isCrmFieldObject(next)) setObject(next)\n          }}\n          aria-label=\"Fields by record\"\n        >\n          {CRM_FIELD_OBJECTS.map((entry) => (\n            <Tab key={entry} value={entry} label={CRM_FIELD_OBJECT_LABELS[entry]} />\n          ))}\n        </Tabs>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {`${OBJECT_INTRO[object]} Fields are shared across every site in this ` +\n            'organization, like the records themselves.'}\n        </Typography>\n        {scopeReady && !scope ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {`This site has no organization, so it has no ${noun} fields.`}\n          </Typography>\n        ) : !ready ? null : definitions.length === 0 ? (\n          <EmptyStateComponent\n            label={`No custom ${noun} fields yet`}\n            description={`A field you define here is kept on every ${noun} and shows on its page.`}\n            action={\n              scope ? (\n                <Button variant=\"contained\" onClick={openCreate}>\n                  {'New field'}\n                </Button>\n              ) : undefined\n            }\n          />\n        ) : (\n          <ScrollTable size=\"small\">\n            <TableHead>\n              <TableRow>\n                <TableCell sx={{ width: 96 }}>{'Order'}</TableCell>\n                <TableCell>{'Field'}</TableCell>\n                <TableCell>{'Key'}</TableCell>\n                <TableCell>{'Type'}</TableCell>\n                <TableCell>{'Required'}</TableCell>\n                <TableCell align=\"right\" />\n              </TableRow>\n            </TableHead>\n            <TableBody>\n              {definitions.map((definition, index) => (\n                <TableRow\n                  key={definition.$id}\n                  hover\n                  sx={definition.retiredAt ? { opacity: 0.6 } : undefined}\n                >\n                  <TableCell>\n                    <Stack direction=\"row\" spacing={0}>\n                      <IconButton\n                        size=\"small\"\n                        disabled={index === 0 || Boolean(busyId)}\n                        onClick={() => void move(definition, -1)}\n                      >\n                        <MdiIcon path={mdiArrowUp.path} size={0.7} />\n                        <SrOnly>{`Move ${definition.label} up`}</SrOnly>\n                      </IconButton>\n                      <IconButton\n                        size=\"small\"\n                        disabled={index === definitions.length - 1 || Boolean(busyId)}\n                        onClick={() => void move(definition, 1)}\n                      >\n                        <MdiIcon path={mdiArrowDown.path} size={0.7} />\n                        <SrOnly>{`Move ${definition.label} down`}</SrOnly>\n                      </IconButton>\n                    </Stack>\n                  </TableCell>\n                  <TableCell>\n                    <Stack\n                      direction=\"row\"\n                      spacing={1}\n                      sx={{ flexWrap: 'wrap', alignItems: 'center' }}\n                    >\n                      <Typography variant=\"body2\">{definition.label}</Typography>\n                      {definition.retiredAt ? (\n                        <Chip size=\"small\" variant=\"outlined\" color=\"warning\" label=\"Retired\" />\n                      ) : null}\n                    </Stack>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\" color=\"text.secondary\" sx={{ fontFamily: 'monospace' }}>\n                      {definition.key}\n                    </Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\">\n                      {CONTACT_FIELD_TYPE_LABELS[definition.type] ?? definition.type}\n                      {definition.type === 'select' && definition.options?.length\n                        ? ` · ${definition.options.length} choices`\n                        : ''}\n                    </Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\" color=\"text.secondary\">\n                      {definition.required ? 'Yes' : '—'}\n                    </Typography>\n                  </TableCell>\n                  <TableCell align=\"right\" sx={{ width: 56 }}>\n                    <RowActionsMenu label={definition.label} items={rowActions(definition)} />\n                  </TableCell>\n                </TableRow>\n              ))}\n            </TableBody>\n          </ScrollTable>\n        )}\n        {definitions.length ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`How many ${noun}s carry a value under each field is not ` +\n              `counted — that would read every ${noun} in the organization ` +\n              'each time this page opened.'}\n          </Typography>\n        ) : null}\n        {/*\n          Lead source (AGL-3298) — a standard lead field whose CHOICES are the\n          org's, Salesforce's Lead Source picklist — kept on the Leads tab\n          beside the custom lead fields.\n        */}\n        {object === 'lead' && scope ? (\n          <LeadSourceValuesCard hostId={hostId} orgId={orgId} createHostId={createHostId} />\n        ) : null}\n      </Stack>\n      <ContactFieldDrawer\n        open={drawerOpen}\n        onClose={() => setDrawerOpen(false)}\n        definition={editing}\n        object={object}\n        takenKeys={definitions.map((definition) => definition.key)}\n        onSubmit={handleSubmit}\n      />\n    </CardDisplay>\n  )\n}\nContactsFieldsSection.displayName = 'ContactsFieldsSection'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/fields-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 {\n  CONTACT_FIELD_TYPE_LABELS,\n  CONTACT_FIELD_TYPES,\n  CONTACT_FIELDS_MAX_PER_ORG,\n  type ConsolePluginPageProps,\n  createResourceUid,\n  CRM_COLLECTIONS,\n  crmFieldListFields,\n  CRM_FIELD_OBJECT_LABELS,\n  CRM_FIELD_OBJECTS,\n  type CrmFieldObject,\n  isCrmFieldObject,\n  newResourceScopeFields,\n  ORG_SCOPE_TOKEN,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport ListQueryNotices, {\n  listQueryRefusals,\n} from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport {\n  ListRowActions,\n  ListTable,\n  listActionsColumn,\n} from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n  mdiArchiveArrowUpOutline,\n  mdiArchiveOutline,\n  mdiArrowDown,\n  mdiArrowUp,\n  mdiDeleteOutline,\n  mdiPencilOutline,\n} from '@aglyn/shared-data-mdi'\nimport {\n  CardDisplay,\n  MdiIcon,\n  SrOnly,\n  useConfirmationContext,\n} from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport {\n  type ListFilterOption,\n  listFilterGridColumns,\n} from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { planListQuery } from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport { nameSearchNormalizers } from '@aglyn/aglyn/app-utils/name-search'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { ceilingedWindow } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { listQueryConstraints } from '@aglyn/tenant-feature-instance/hooks/use-list-query'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  IconButton,\n  Stack,\n  Tab,\n  Tabs,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef, GridSortModel } from '@mui/x-data-grid'\nimport {\n  collection,\n  deleteDoc,\n  doc,\n  limit,\n  query,\n  setDoc,\n  updateDoc,\n  writeBatch,\n} from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport {\n  type ContactFieldDefinitionDoc,\n  useContactFieldDefinitions,\n} from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { CRM_FIELD_LIST_QUERY, crmFieldListBase } from '../constants/field-list-query'\nimport ContactFieldDrawer, { type ContactFieldDraft } from './contact-field-drawer'\nimport { LeadSourceValuesCard } from './lead-source-values-card'\nimport { recomputeAllCrmNextActivity } from '../model/next-activity-api'\nimport { crmTaskCallScope } from '../model/task-routes'\n\nexport type ContactsFieldsSectionProps = Pick<ConsolePluginPageProps, 'hostId' | 'org'>\n\n/** What each tab says the fields are for, above its list. */\nconst OBJECT_INTRO: Record<CrmFieldObject, string> = {\n  contact:\n    'The custom fields on a contact — text, number, date, choice, ' +\n    'checkbox or link. They show on every contact, as columns on the ' +\n    'list, and a form field can save into one.',\n  company:\n    'The custom fields on a company. They show on every company’s page ' +\n    'and its edit form, as columns on the companies list, and a CSV ' +\n    'import can fill them.',\n  deal:\n    'The custom fields on a deal. They show on every deal’s page and ' +\n    'its edit form, and as columns on the deals table.',\n  lead:\n    'The custom fields on a lead. They show on every lead’s page and the ' +\n    'New lead drawer, and as columns on the leads list. They stay on the ' +\n    'lead when it converts — a contact’s fields are its own.',\n}\n\n/** The noun each tab's empty state and captions use. */\nconst OBJECT_NOUN: Record<CrmFieldObject, string> = {\n  contact: 'contact',\n  company: 'company',\n  deal: 'deal',\n  lead: 'lead',\n}\n\n/** One definition as the list table draws it. */\ninterface FieldRow {\n  $id: string\n  label: string\n  key: string\n  type: string\n  /** `true` or `false`, the value the Required filter picks. */\n  required: 'true' | 'false'\n  /** Where the stored order puts it, from zero. */\n  position: number\n  definition: ContactFieldDefinitionDoc\n}\n\n/** What the grid's Filters panel offers: the type and whether it is required, on the query. */\nconst FIELD_FILTER_FIELDS = CRM_FIELD_LIST_QUERY.fields\nconst FIELD_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  type: 'Type',\n  required: 'Required',\n}\nconst FIELD_FILTER_OPTIONS: Readonly<Record<string, readonly ListFilterOption[]>> = {\n  type: CONTACT_FIELD_TYPES.map((type) => ({\n    value: type,\n    label: CONTACT_FIELD_TYPE_LABELS[type],\n  })),\n  required: [\n    { value: 'true', label: 'Required' },\n    { value: 'false', label: 'Optional' },\n  ],\n}\n\n/** Why the arrows are off while the list is not in its stored order. */\nexport const FIELD_REORDER_LOCKED_REASON = 'Clear sorting and filters to reorder'\n\nconst typeLabel = (type: unknown) =>\n  CONTACT_FIELD_TYPE_LABELS[type as keyof typeof CONTACT_FIELD_TYPE_LABELS] ?? String(type ?? '')\n\ninterface FieldsTableProps {\n  /** The organization whose definitions these are; `null` reads nothing. */\n  orgId: string | null\n  /** The tab: which record the definitions describe. */\n  object: CrmFieldObject\n  /** One tab's definitions, in the stored order. */\n  definitions: readonly ContactFieldDefinitionDoc[]\n  /** A field being written; every arrow waits for it. */\n  busyId: string\n  onMove: (definition: ContactFieldDefinitionDoc, direction: -1 | 1) => void\n  rowActions: (definition: ContactFieldDefinitionDoc) => RowActionsMenuItem[]\n}\n\n/**\n * One tab's field definitions in the console's list table (AGL-3335): the\n * toolbar's columns, filters, export and search, sorting by Field, Key and\n * Type, and the shared footer.\n *\n * ## Order is data, not a sort\n *\n * The stored `order` is where each field appears on every record and form,\n * so the arrows that move it are kept, and are live only while the table\n * shows that order: no sort, no filter and no search. Under any of them the\n * row above a field on screen is not the field above it in the stored\n * order, and a move would land somewhere the reader cannot see; the arrows\n * say so rather than disappear.\n *\n * The panel and the search are asked of Firestore (AGL-3321): a clause or\n * a search word reads the tab's definitions that match it\n * (`CRM_FIELD_LIST_QUERY`), and never narrows the rows already on screen.\n * That answer is every match, at most `CONTACT_FIELDS_MAX_PER_ORG`, so the\n * grid sorts and pages it whole; a read that reaches the ceiling says so.\n */\nfunction FieldsTable(props: FieldsTableProps) {\n  const { orgId, object, definitions, busyId, onMove, rowActions } = props\n  const firestore = useFirestore()\n  const gridFilter = useListGridFilter({ selectFields: ['type', 'required'] })\n  const [sortModel, setSortModel] = useState<GridSortModel>([])\n  const searching = gridFilter.searchWords.some((word) => word.trim() !== '')\n  const reorderLocked =\n    sortModel.length > 0 || gridFilter.clauses.length > 0 || searching\n\n  const narrowed = gridFilter.clauses.length > 0 || searching\n  const plan = useMemo(\n    () =>\n      planListQuery(\n        CRM_FIELD_LIST_QUERY,\n        {\n          clauses: gridFilter.clauses,\n          search: gridFilter.searchWords,\n          base: crmFieldListBase(object),\n        },\n        nameSearchNormalizers,\n      ),\n    // The words are a new array each render; their text is their identity.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n    [object, gridFilter.clauses, gridFilter.searchWords.join(' ')],\n  )\n  const planKey = JSON.stringify({ filters: plan.filters, orderBy: plan.orderBy })\n  /*\n   * Read only while something narrows the tab. Unnarrowed, the table is the\n   * shared definitions read every CRM surface already holds, in its stored\n   * order — the same fields, with no second read.\n   */\n  const matched = useFirestoreCollection<ContactFieldDefinitionDoc>(\n    () =>\n      narrowed && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.contactFields),\n            ...listQueryConstraints(plan),\n            limit(CONTACT_FIELDS_MAX_PER_ORG + 1),\n          )\n        : null,\n    [firestore, orgId, narrowed, planKey],\n    { idField: '$id' },\n  )\n  const answer = useMemo(\n    () => ceilingedWindow(matched.data, CONTACT_FIELDS_MAX_PER_ORG),\n    [matched.data],\n  )\n  const positions = useMemo(\n    () => new Map(definitions.map((definition, position) => [definition.$id, position])),\n    [definitions],\n  )\n  const rows = useMemo<FieldRow[]>(() => {\n    const shown = narrowed\n      ? [...answer.rows].sort(\n          (a, b) =>\n            (positions.get(a.$id) ?? Number.MAX_SAFE_INTEGER) -\n            (positions.get(b.$id) ?? Number.MAX_SAFE_INTEGER),\n        )\n      : definitions\n    return shown.map((definition) => ({\n      $id: definition.$id,\n      label: definition.label,\n      key: definition.key,\n      type: definition.type,\n      required: definition.required ? 'true' : 'false',\n      position: positions.get(definition.$id) ?? 0,\n      definition,\n    }))\n  }, [narrowed, answer.rows, definitions, positions])\n  const refused = useMemo(\n    () =>\n      listQueryRefusals(plan.refused, {\n        fields: FIELD_FILTER_FIELDS,\n        headers: FIELD_FILTER_HEADERS,\n        options: FIELD_FILTER_OPTIONS,\n      }),\n    [plan.refused],\n  )\n\n  const columns = useMemo<GridColDef[]>(\n    () =>\n      listFilterGridColumns(\n        [\n          {\n            field: 'position',\n            headerName: 'Order',\n            width: 132,\n            sortable: false,\n            filterable: false,\n            hideable: false,\n            disableColumnMenu: true,\n            renderCell: ({ row }: { row: FieldRow }) => {\n              const arrows = (\n                <Stack direction=\"row\" spacing={0} sx={{ alignItems: 'center' }}>\n                  <Typography\n                    variant=\"body2\"\n                    color=\"text.secondary\"\n                    sx={{ minWidth: 24, textAlign: 'right', mr: 0.5 }}\n                  >\n                    {row.position + 1}\n                  </Typography>\n                  <IconButton\n                    size=\"small\"\n                    disabled={reorderLocked || row.position === 0 || Boolean(busyId)}\n                    onClick={() => onMove(row.definition, -1)}\n                  >\n                    <MdiIcon path={mdiArrowUp.path} size={0.7} />\n                    <SrOnly>{`Move ${row.label} up`}</SrOnly>\n                  </IconButton>\n                  <IconButton\n                    size=\"small\"\n                    disabled={\n                      reorderLocked || row.position === definitions.length - 1 || Boolean(busyId)\n                    }\n                    onClick={() => onMove(row.definition, 1)}\n                  >\n                    <MdiIcon path={mdiArrowDown.path} size={0.7} />\n                    <SrOnly>{`Move ${row.label} down`}</SrOnly>\n                  </IconButton>\n                </Stack>\n              )\n              return reorderLocked ? (\n                <Tooltip title={FIELD_REORDER_LOCKED_REASON}>\n                  {/* A disabled button emits no events; the span carries the tooltip. */}\n                  <span>{arrows}</span>\n                </Tooltip>\n              ) : (\n                arrows\n              )\n            },\n          },\n          {\n            field: 'label',\n            headerName: 'Field',\n            flex: 1,\n            minWidth: 180,\n            renderCell: ({ row }: { row: FieldRow }) => (\n              <Stack\n                direction=\"row\"\n                spacing={1}\n                sx={{ flexWrap: 'wrap', alignItems: 'center' }}\n              >\n                <Typography variant=\"body2\">{row.label}</Typography>\n                {row.definition.retiredAt ? (\n                  <Chip size=\"small\" variant=\"outlined\" color=\"warning\" label=\"Retired\" />\n                ) : null}\n              </Stack>\n            ),\n          },\n          {\n            field: 'key',\n            headerName: 'Key',\n            flex: 1,\n            minWidth: 160,\n            renderCell: ({ row }: { row: FieldRow }) => (\n              <Typography\n                variant=\"body2\"\n                color=\"text.secondary\"\n                sx={{ fontFamily: 'monospace' }}\n              >\n                {row.key}\n              </Typography>\n            ),\n          },\n          {\n            field: 'type',\n            headerName: 'Type',\n            width: 170,\n            // By what the type reads as, not by its stored key.\n            sortComparator: (a: unknown, b: unknown) =>\n              typeLabel(a).localeCompare(typeLabel(b)),\n            renderCell: ({ row }: { row: FieldRow }) => (\n              <Typography variant=\"body2\">\n                {typeLabel(row.type)}\n                {row.definition.type === 'select' && row.definition.options?.length\n                  ? ` · ${row.definition.options.length} choices`\n                  : ''}\n              </Typography>\n            ),\n          },\n          {\n            field: 'required',\n            headerName: 'Required',\n            width: 120,\n            sortable: false,\n            renderCell: ({ row }: { row: FieldRow }) => (\n              <Typography variant=\"body2\" color=\"text.secondary\">\n                {row.required === 'true' ? 'Yes' : '—'}\n              </Typography>\n            ),\n          },\n          listActionsColumn(\n            (row: FieldRow) => (\n              <ListRowActions label={row.label} items={rowActions(row.definition)} />\n            ),\n            { width: 72 },\n          ),\n        ],\n        FIELD_FILTER_FIELDS,\n        FIELD_FILTER_OPTIONS,\n        FIELD_FILTER_HEADERS,\n      ),\n    [reorderLocked, busyId, onMove, rowActions, definitions.length],\n  )\n\n  return (\n    <Stack spacing={1}>\n      <ListFilterChips\n        fields={FIELD_FILTER_FIELDS}\n        headers={FIELD_FILTER_HEADERS}\n        clauses={gridFilter.clauses}\n        onChange={gridFilter.setClauses}\n        options={FIELD_FILTER_OPTIONS}\n        marksServed={false}\n      />\n      <ListQueryNotices refused={refused} notices={plan.notices} />\n      {narrowed && answer.truncated ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {`Showing the first ${CONTACT_FIELDS_MAX_PER_ORG} matching fields.`}\n        </Typography>\n      ) : null}\n      <ListTable\n        aria-label=\"Fields\"\n        rows={rows}\n        loading={narrowed && matched.status === 'loading'}\n        columns={columns}\n        sortModel={sortModel}\n        onSortModelChange={setSortModel}\n        // Firestore narrowed the rows above; the grid only draws them.\n        filterMode=\"server\"\n        filterModel={gridFilter.filterModel}\n        onFilterModelChange={gridFilter.onFilterModelChange}\n        quickFilter\n        noRowsLabel=\"No fields match these filters\"\n        getRowClassName={({ row }: { row: FieldRow }) =>\n          row.definition.retiredAt ? 'field-retired' : ''\n        }\n        sx={{ '& .field-retired': { opacity: 0.6 } }}\n      />\n    </Stack>\n  )\n}\nFieldsTable.displayName = 'FieldsTable'\n\n/**\n * `/crm/fields` — the custom fields a holder keeps on a person (AGL-2601),\n * since AGL-2661 on a company and a deal too, and since AGL-3272 on a lead:\n * one tab each, and every CRM record describable in the org's own words.\n *\n * Definitions live in `orgs/{orgId}/contactFields`, one document per field,\n * and the VALUES live under each contact facet's `custom` keyed by the\n * definition's `key`. That split decides everything this section does:\n *\n *  - A field is RETIRED, not deleted, while values may exist under it. A\n *    retired field leaves every form and every column, but an export can\n *    still read what was written, and a restore brings it back intact.\n *    Delete is offered only on a retired field, because retiring is the step\n *    where the author had to look at what they were losing.\n *  - The KEY never changes. It is the map key every value sits under; a\n *    rename is a new field and a retire.\n *  - Order is a stored `order` on each document, moved with the arrows here,\n *    and every reader sorts by it — the profile card, the columns, an export.\n *    The list table sorts, filters and searches a tab too (AGL-3335), and\n *    the arrows wait while it does — see `FieldsTable`.\n *\n * ## What is NOT on this page\n *\n * How many contacts carry a value under each field. That count is a read of\n * every contact document in the org — the expensive-read shape this codebase\n * has a standing rule against — and it would be paid on every visit to a\n * settings page. The list says so rather than showing a number it cannot\n * afford to keep true.\n *\n * Definitions are ORG-WIDE (`visibleTo: ['org']`): a field is a fact about\n * how this business describes people, and every site in the org files\n * people into the same address book. `hostId` records which site defined it.\n */\nexport function ContactsFieldsSection(props: ContactsFieldsSectionProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  // The org root from the one scope hook (AGL-2614), which also answers at\n  // the organization level (AGL-2630). A definition is org-wide either way;\n  // the defining site it records is the mounted one, or the picked one, or\n  // none for a field defined over the whole org before any pick.\n  const { scope, ready: scopeReady, createHostId } = useCrmScope({ hostId, org })\n  const orgId = scope?.[1] ?? null\n  /*\n   * ONE TAB PER OBJECT (AGL-2661). The list, the drawer and every write\n   * below are about the tab's object: the hook narrows the org's one\n   * definition list to it, a new field is stamped with it, and the drawer\n   * refuses a key only against the keys THIS object already uses — a\n   * company and a contact may both define `region`.\n   */\n  const [object, setObject] = useState<CrmFieldObject>('contact')\n  const { definitions, ready, fromCache } = useContactFieldDefinitions(orgId, object)\n  const noun = OBJECT_NOUN[object]\n\n  /*\n   * MAINTENANCE: recompute every record's next activity (AGL-2661). The\n   * figure is kept by every task write, so this is for the records written\n   * before it existed and for whatever a write that could not reach the\n   * route left behind. A console action rather than a script, because the\n   * person who notices a stale column is the person who should be able to\n   * fix it.\n   */\n  const { data: user } = useUser()\n  const [recomputing, setRecomputing] = useState(false)\n  const recomputeNextActivity = useCallback(async () => {\n    const callScope = crmTaskCallScope(hostId, orgId)\n    if (!callScope || recomputing) return\n    const confirmed = await confirm({\n      title: 'Recompute next activity?',\n      description:\n        'Every contact, company and deal in this organization gets its ' +\n        '\"Next activity\" recomputed from its open tasks. Safe to run any time; ' +\n        'it only rewrites a figure the task list already implies.',\n      confirmationText: 'Recompute',\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    setRecomputing(true)\n    try {\n      const result = await recomputeAllCrmNextActivity(user, callScope)\n      enqueueSnackbar(\n        `Next activity recomputed: ${result.records.toLocaleString()} record${result.records === 1 ? '' : 's'} ` +\n          `from ${(result.tasks ?? 0).toLocaleString()} open task${result.tasks === 1 ? '' : 's'}` +\n          (result.truncated\n            ? ' — the first batch of open tasks only; nothing stale was cleared'\n            : ''),\n        { variant: 'success' },\n      )\n    } catch (cause) {\n      enqueueSnackbar(\n        cause instanceof Error ? cause.message : 'The next activity could not be recomputed.',\n        { variant: 'warning' },\n      )\n    } finally {\n      setRecomputing(false)\n    }\n  }, [hostId, orgId, recomputing, confirm, user, enqueueSnackbar])\n\n  const [drawerOpen, setDrawerOpen] = useState(false)\n  const [editing, setEditing] = useState<ContactFieldDefinitionDoc | null>(null)\n  const [busyId, setBusyId] = useState('')\n\n  const fieldRef = useCallback(\n    (id: string) => {\n      if (!scope) throw new Error('a contact field needs an organization')\n      return doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.contactFields, id)\n    },\n    [firestore, scope],\n  )\n\n  const openCreate = useCallback(() => {\n    setEditing(null)\n    setDrawerOpen(true)\n  }, [])\n  const openEdit = useCallback((definition: ContactFieldDefinitionDoc) => {\n    setEditing(definition)\n    setDrawerOpen(true)\n  }, [])\n\n  /**\n   * Create, or save the editable half of an existing field.\n   *\n   * On create the document carries everything a reader expects: the key,\n   * an `order` past every existing one so it lands last, an explicit\n   * `retiredAt: null` so a `where('retiredAt', '==', null)` can find it, the\n   * defining site, and the org-wide scope stamp the rules require. On edit\n   * only the label, the choices and the required flag move — the key and\n   * the type are the drawer's disabled inputs, and this writer does not\n   * take them either.\n   */\n  const handleSubmit = useCallback(\n    async (draft: ContactFieldDraft) => {\n      if (!scope) return\n      const now = new Date()\n      if (editing) {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'field', fromCache },\n          async () => {\n            await updateDoc(fieldRef(editing.$id), {\n              label: draft.label,\n              ...(editing.type === 'select' ? { options: draft.options } : {}),\n              // The Fields table's query fields (AGL-3335), from the new name —\n              // and a definition written before them gains them here.\n              ...crmFieldListFields({ ...editing, label: draft.label, required: draft.required }),\n              updatedAt: now,\n            })\n          },\n        )\n        if (!verdict.ok) {\n          return void enqueueSnackbar(verdict.message, {\n            variant: 'warning',\n            persist: false,\n          })\n        }\n        enqueueSnackbar('Field saved', { variant: 'success', persist: false })\n      } else {\n        const order =\n          definitions.reduce(\n            (highest, definition) => Math.max(highest, Number(definition.order) || 0),\n            -1,\n          ) + 1\n        await setDoc(\n          doc(\n            collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.contactFields),\n            createResourceUid(),\n          ),\n          {\n            key: draft.key,\n            label: draft.label,\n            type: draft.type,\n            ...(draft.type === 'select' ? { options: draft.options } : {}),\n            required: draft.required,\n            order,\n            retiredAt: null,\n            // Which record the field describes — the tab it was made on —\n            // with the Fields table's query fields (AGL-3335).\n            ...crmFieldListFields({ key: draft.key, label: draft.label, required: draft.required, object }),\n            hostId: createHostId,\n            ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n            createdAt: now,\n            updatedAt: now,\n          },\n        )\n        enqueueSnackbar(`Field \"${draft.label}\" added`, {\n          variant: 'success',\n          persist: false,\n        })\n      }\n      setDrawerOpen(false)\n      setEditing(null)\n    },\n    [scope, editing, fromCache, fieldRef, enqueueSnackbar, definitions, firestore, createHostId, object],\n  )\n\n  /**\n   * Move a field one place up or down.\n   *\n   * Writes `order` as the POSITION for every row whose stored order is not\n   * already its position, in one batch. Swapping two numbers would be enough\n   * on a list whose orders are already distinct, and wrong on one where they\n   * are not — every field created before this section existed carries the\n   * same `order`, and a swap of two equal numbers moves nothing. Renumbering\n   * what is out of place makes the first move on such a list also the one\n   * that normalizes it, at the cost of a batch that is at most the list.\n   */\n  const move = useCallback(\n    async (definition: ContactFieldDefinitionDoc, direction: -1 | 1) => {\n      if (!scope || busyId) return\n      const index = definitions.findIndex((entry) => entry.$id === definition.$id)\n      const target = index + direction\n      if (index < 0 || target < 0 || target >= definitions.length) return\n      const next = [...definitions]\n      next[index] = definitions[target]\n      next[target] = definitions[index]\n      setBusyId(definition.$id)\n      try {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'field order', fromCache },\n          async () => {\n            const batch = writeBatch(firestore)\n            const now = new Date()\n            next.forEach((entry, position) => {\n              if (entry.order === position) return\n              batch.update(fieldRef(entry.$id), { order: position, updatedAt: now })\n            })\n            await batch.commit()\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n        }\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, definitions, fromCache, firestore, fieldRef, enqueueSnackbar],\n  )\n\n  /**\n   * Retire a field, or bring one back.\n   *\n   * Retiring is asked about because it takes a control off every contact\n   * form and a column off the list; restoring is not, because it puts a\n   * choice back and is undone by retiring again. Neither touches a value.\n   */\n  const toggleRetired = useCallback(\n    async (definition: ContactFieldDefinitionDoc) => {\n      if (!scope || busyId) return\n      if (!definition.retiredAt) {\n        const accepted = await confirm({\n          title: `Retire “${definition.label}”?`,\n          description:\n            `It leaves every ${noun} form, column and form-field mapping. ` +\n            'Values already saved under it are kept and still export, and ' +\n            'you can restore the field at any time.',\n          confirmationText: 'Retire',\n        })\n          // `confirm` resolves with no value and REJECTS on cancel, so gating\n          // on the resolved value alone would always fall through.\n          .then(() => true)\n          .catch(() => false)\n        if (!accepted) return\n      }\n      setBusyId(definition.$id)\n      try {\n        await updateDoc(fieldRef(definition.$id), {\n          retiredAt: definition.retiredAt ? null : Date.now(),\n          updatedAt: new Date(),\n        })\n        enqueueSnackbar(definition.retiredAt ? 'Field restored' : 'Field retired', {\n          variant: 'success',\n          persist: false,\n        })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, confirm, fieldRef, enqueueSnackbar, noun],\n  )\n\n  /**\n   * Delete a RETIRED field's definition.\n   *\n   * The values under its key are not touched — they sit on contact documents\n   * this page does not read — so what is destroyed is the ability to show\n   * them anywhere. The dialog says exactly that, and the key stays taken for\n   * as long as the list can see it, which after this write it cannot; a new\n   * field with the same key would read the orphaned values back as its own.\n   */\n  const handleDelete = useCallback(\n    async (definition: ContactFieldDefinitionDoc) => {\n      if (!scope || busyId || !definition.retiredAt) return\n      const accepted = await confirm({\n        title: `Delete “${definition.label}”?`,\n        description:\n          'The definition is removed for good. Values saved under its key ' +\n          `(${definition.key}) stay on the ${noun}s that carry them but ` +\n          'nothing will show them again — and a new field created with the ' +\n          'same key would read them as its own.',\n        confirmationText: 'Delete field',\n        confirmationButtonProps: { color: 'error' },\n      })\n        .then(() => true)\n        .catch(() => false)\n      if (!accepted) return\n      setBusyId(definition.$id)\n      try {\n        await deleteDoc(fieldRef(definition.$id))\n        enqueueSnackbar('Field deleted', { variant: 'success', persist: false })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, confirm, fieldRef, enqueueSnackbar, noun],\n  )\n\n  /*\n   * Stable across renders, as the table's columns are built from them: a\n   * fresh function each render would rebuild every column on every render.\n   */\n  const rowActions = useCallback(\n    (definition: ContactFieldDefinitionDoc): RowActionsMenuItem[] => [\n      {\n        key: 'edit',\n        label: 'Edit field',\n        icon: <MdiIcon path={mdiPencilOutline.path} size={0.8} />,\n        onClick: () => openEdit(definition),\n      },\n      {\n        key: 'retire',\n        label: definition.retiredAt ? 'Restore' : 'Retire',\n        icon: (\n          <MdiIcon\n            path={definition.retiredAt ? mdiArchiveArrowUpOutline.path : mdiArchiveOutline.path}\n            size={0.8}\n          />\n        ),\n        destructive: !definition.retiredAt,\n        disabled: Boolean(busyId),\n        disabledReason: busyId ? 'Another field is being saved' : undefined,\n        onClick: () => void toggleRetired(definition),\n      },\n      ...(definition.retiredAt\n        ? [\n            {\n              key: 'delete',\n              label: 'Delete',\n              icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n              destructive: true,\n              disabled: Boolean(busyId),\n              disabledReason: busyId ? 'Another field is being saved' : undefined,\n              onClick: () => void handleDelete(definition),\n            } satisfies RowActionsMenuItem,\n          ]\n        : []),\n    ],\n    [openEdit, toggleRetired, handleDelete, busyId],\n  )\n  const onMove = useCallback(\n    (definition: ContactFieldDefinitionDoc, direction: -1 | 1) =>\n      void move(definition, direction),\n    [move],\n  )\n\n  return (\n    <CardDisplay\n      header={'Fields'}\n      help={pluginDocsHelp('contactFields', { anchor: '#define-a-field' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        action: scope ? (\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            <Button size=\"small\" onClick={() => void recomputeNextActivity()} disabled={recomputing}>\n              {recomputing ? 'Recomputing…' : 'Recompute next activity'}\n            </Button>\n            <Button variant=\"contained\" onClick={openCreate}>\n              {'New field'}\n            </Button>\n          </Stack>\n        ) : null,\n      }}\n    >\n      <Stack spacing={2}>\n        <Tabs\n          value={object}\n          onChange={(_event, next) => {\n            if (isCrmFieldObject(next)) setObject(next)\n          }}\n          aria-label=\"Fields by record\"\n        >\n          {CRM_FIELD_OBJECTS.map((entry) => (\n            <Tab key={entry} value={entry} label={CRM_FIELD_OBJECT_LABELS[entry]} />\n          ))}\n        </Tabs>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {`${OBJECT_INTRO[object]} Fields are shared across every site in this ` +\n            'organization, like the records themselves.'}\n        </Typography>\n        {scopeReady && !scope ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {`This site has no organization, so it has no ${noun} fields.`}\n          </Typography>\n        ) : !ready ? null : definitions.length === 0 ? (\n          <EmptyStateComponent\n            label={`No custom ${noun} fields yet`}\n            description={`A field you define here is kept on every ${noun} and shows on its page.`}\n            action={\n              scope ? (\n                <Button variant=\"contained\" onClick={openCreate}>\n                  {'New field'}\n                </Button>\n              ) : undefined\n            }\n          />\n        ) : (\n          /*\n            Keyed by the tab, so a sort, a filter or a search made on one\n            record's fields does not follow the reader onto another's.\n          */\n          <FieldsTable\n            key={object}\n            orgId={orgId}\n            object={object}\n            definitions={definitions}\n            busyId={busyId}\n            onMove={onMove}\n            rowActions={rowActions}\n          />\n        )}\n        {definitions.length ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`How many ${noun}s carry a value under each field is not ` +\n              `counted — that would read every ${noun} in the organization ` +\n              'each time this page opened.'}\n          </Typography>\n        ) : null}\n        {/*\n          Lead source (AGL-3298) — a standard lead field whose CHOICES are the\n          org's, Salesforce's Lead Source picklist — kept on the Leads tab\n          beside the custom lead fields.\n        */}\n        {object === 'lead' && scope ? 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ContactsFieldsSection\n"],"names":["CONTACT_FIELD_TYPE_LABELS","CONTACT_FIELD_TYPES","CONTACT_FIELDS_MAX_PER_ORG","createResourceUid","CRM_COLLECTIONS","crmFieldListFields","CRM_FIELD_OBJECT_LABELS","CRM_FIELD_OBJECTS","isCrmFieldObject","newResourceScopeFields","ORG_SCOPE_TOKEN","pluginDocsHelp","EmptyStateComponent","ListFilterChips","ListQueryNotices","listQueryRefusals","ListRowActions","ListTable","listActionsColumn","mdiArchiveArrowUpOutline","mdiArchiveOutline","mdiArrowDown","mdiArrowUp","mdiDeleteOutline","mdiPencilOutline","CardDisplay","MdiIcon","SrOnly","useConfirmationContext","listFilterGridColumns","planListQuery","useListGridFilter","nameSearchNormalizers","useSnackbar","ceilingedWindow","listQueryConstraints","useFirestore","useFirestoreCollection","useUser","writeGuardedBySeed","Button","Chip","IconButton","Stack","Tab","Tabs","Tooltip","Typography","collection","deleteDoc","doc","limit","query","setDoc","updateDoc","writeBatch","useCallback","useMemo","useState","useContactFieldDefinitions","useCrmScope","CRM_FIELD_LIST_QUERY","crmFieldListBase","ContactFieldDrawer","LeadSourceValuesCard","recomputeAllCrmNextActivity","crmTaskCallScope","OBJECT_INTRO","contact","company","deal","lead","OBJECT_NOUN","FIELD_FILTER_FIELDS","fields","FIELD_FILTER_HEADERS","type","required","FIELD_FILTER_OPTIONS","map","value","label","FIELD_REORDER_LOCKED_REASON","typeLabel","String","FieldsTable","props","orgId","object","definitions","busyId","onMove","rowActions","firestore","gridFilter","selectFields","sortModel","setSortModel","searching","searchWords","some","word","trim","reorderLocked","length","clauses","narrowed","plan","search","base","join","planKey","JSON","stringify","filters","orderBy","matched","contactFields","idField","answer","data","positions","Map","definition","position","$id","rows","shown","sort","a","b","get","Number","MAX_SAFE_INTEGER","key","refused","headers","options","columns","field","headerName","width","sortable","filterable","hideable","disableColumnMenu","renderCell","row","arrows","direction","spacing","sx","alignItems","variant","color","minWidth","textAlign","mr","size","disabled","Boolean","onClick","path","title","span","flex","flexWrap","retiredAt","fontFamily","sortComparator","localeCompare","items","onChange","setClauses","marksServed","notices","truncated","aria-label","loading","status","onSortModelChange","filterMode","filterModel","onFilterModelChange","quickFilter","noRowsLabel","getRowClassName","opacity","displayName","ContactsFieldsSection","hostId","org","enqueueSnackbar","confirm","scope","ready","scopeReady","createHostId","setObject","fromCache","noun","user","recomputing","setRecomputing","recomputeNextActivity","callScope","confirmed","description","confirmationText","then","catch","result","records","toLocaleString","tasks","cause","Error","message","drawerOpen","setDrawerOpen","editing","setEditing","setBusyId","fieldRef","id","openCreate","openEdit","handleSubmit","draft","now","Date","verdict","subject","updatedAt","ok","persist","order","reduce","highest","Math","max","createdAt","move","index","findIndex","entry","target","next","batch","forEach","update","commit","error","console","allowDuplicate","toggleRetired","accepted","handleDelete","confirmationButtonProps","icon","destructive","disabledReason","undefined","header","help","anchor","contentGutterX","contentGutterY","contentBordered","HeaderProps","action","_event","open","onClose","takenKeys","onSubmit"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,yBAAyB,EACzBC,mBAAmB,EACnBC,0BAA0B,EAE1BC,iBAAiB,EACjBC,eAAe,EACfC,kBAAkB,EAClBC,uBAAuB,EACvBC,iBAAiB,EAEjBC,gBAAgB,EAChBC,sBAAsB,EACtBC,eAAe,EACfC,cAAc,QACT,eAAc;AACrB,OAAOC,yBAAyB,wDAAuD;AACvF,OAAOC,qBAAqB,8DAA6D;AACzF,OAAOC,oBACLC,iBAAiB,QACZ,+DAA8D;AACrE,SACEC,cAAc,EACdC,SAAS,EACTC,iBAAiB,QACZ,uDAAsD;AAC7D,SACEC,wBAAwB,EACxBC,iBAAiB,EACjBC,YAAY,EACZC,UAAU,EACVC,gBAAgB,EAChBC,gBAAgB,QACX,yBAAwB;AAC/B,SACEC,WAAW,EACXC,OAAO,EACPC,MAAM,EACNC,sBAAsB,QACjB,uBAAsB;AAE7B,SAEEC,qBAAqB,QAChB,8CAA6C;AACpD,SAASC,aAAa,QAAQ,6CAA4C;AAC1E,SAASC,iBAAiB,QAAQ,kDAAiD;AACnF,SAASC,qBAAqB,QAAQ,qCAAoC;AAC1E,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAASC,eAAe,QAAQ,+DAA8D;AAC9F,SAASC,oBAAoB,QAAQ,sDAAqD;AAC1F,SACEC,YAAY,EACZC,sBAAsB,EACtBC,OAAO,EACPC,kBAAkB,QACb,iCAAgC;AACvC,SACEC,MAAM,EACNC,IAAI,EACJC,UAAU,EACVC,KAAK,EACLC,GAAG,EACHC,IAAI,EACJC,OAAO,EACPC,UAAU,QACL,gBAAe;AAEtB,SACEC,UAAU,EACVC,SAAS,EACTC,GAAG,EACHC,KAAK,EACLC,KAAK,EACLC,MAAM,EACNC,SAAS,EACTC,UAAU,QACL,qBAAoB;AAC3B,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SAEEC,0BAA0B,QACrB,4CAAwC;AAC/C,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,oBAAoB,EAAEC,gBAAgB,QAAQ,mCAA+B;AACtF,OAAOC,wBAAoD,4BAAwB;AACnF,SAASC,oBAAoB,QAAQ,+BAA2B;AAChE,SAASC,2BAA2B,QAAQ,gCAA4B;AACxE,SAASC,gBAAgB,QAAQ,0BAAsB;AAIvD,2DAA2D,GAC3D,MAAMC,eAA+C;IACnDC,SACE,kEACA,qEACA;IACFC,SACE,uEACA,oEACA;IACFC,MACE,qEACA;IACFC,MACE,yEACA,yEACA;AACJ;AAEA,sDAAsD,GACtD,MAAMC,cAA8C;IAClDJ,SAAS;IACTC,SAAS;IACTC,MAAM;IACNC,MAAM;AACR;AAeA,6FAA6F,GAC7F,MAAME,sBAA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package/src/lib/components/form-contact-fields-card.js

@@ -153,6 +153,8 @@ import { useCallback, useMemo, useState } from "react";
     };
     const settled = scopeReady && !loading && (!scope || ready);
     const anyMapped = fields.some((decl)=>decl.contactFieldKey);
+    // The mapping is offered once there is something to map, and saved from the header.
+    const mapping = settled && Boolean(scope) && fields.length > 0 && (active.length > 0 || anyMapped);
     return /*#__PURE__*/ _jsx(CardDisplay, {
         header: "Saves to contact fields",
         help: pluginDocsHelp('contactFields', {
@@ -160,6 +162,28 @@ import { useCallback, useMemo, useState } from "react";
         }),
         contentGutterX: true,
         contentGutterY: true,
+        HeaderProps: {
+            action: mapping ? /*#__PURE__*/ _jsxs(Stack, {
+                direction: "row",
+                spacing: 1,
+                children: [
+                    changed.length ? /*#__PURE__*/ _jsx(Button, {
+                        size: "small",
+                        onClick: ()=>setDraft({}),
+                        disabled: saving,
+                        children: 'Discard'
+                    }) : null,
+                    /*#__PURE__*/ _jsx(Button, {
+                        variant: "contained",
+                        color: "primary",
+                        size: "small",
+                        disabled: !changed.length || saving,
+                        onClick: handleSave,
+                        children: 'Save'
+                    })
+                ]
+            }) : null
+        },
         children: /*#__PURE__*/ _jsx(Stack, {
             spacing: 2,
             children: !settled ? null : !scope ? /*#__PURE__*/ _jsx(Typography, {
@@ -221,26 +245,6 @@ import { useCallback, useMemo, useState } from "react";
                         variant: "caption",
                         color: "text.secondary",
                         children: 'The sender’s name and email are read from fields named name and email, ' + 'so they never need mapping.'
-                    }),
-                    /*#__PURE__*/ _jsxs(Stack, {
-                        direction: "row",
-                        spacing: 1,
-                        children: [
-                            /*#__PURE__*/ _jsx(Button, {
-                                variant: "contained",
-                                color: "primary",
-                                size: "small",
-                                disabled: !changed.length || saving,
-                                onClick: handleSave,
-                                children: 'Save'
-                            }),
-                            changed.length ? /*#__PURE__*/ _jsx(Button, {
-                                size: "small",
-                                onClick: ()=>setDraft({}),
-                                disabled: saving,
-                                children: 'Discard'
-                            }) : null
-                        ]
                     })
                 ]
             })

package/src/lib/components/form-contact-fields-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/form-contact-fields-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 {\n  CONTACT_FIELD_TYPE_LABELS,\n  type FormFieldDecl,\n  pluginDocsHelp,\n  withContactFieldMapping,\n} from '@aglyn/aglyn'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useOrgDataScope } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, Stack, TextField, Typography } from '@mui/material'\nimport { useCallback, useMemo, useState } from 'react'\n\nexport interface FormContactFieldsCardProps {\n  hostId: string\n  formId: string\n  /** The PUBLISHED declaration, as stored on the form document. */\n  fields: readonly FormFieldDecl[]\n  /** True while the form document is still being read. */\n  loading?: boolean\n  /**\n   * Writes the declaration back. The form document is the forms plugin's, so\n   * its page does the write; this card decides what the array should be.\n   */\n  saveFields: (fields: FormFieldDecl[]) => Promise<void>\n}\n\n/** The choice that saves nowhere — a `MenuItem` value has to be a string. */\nconst NONE = ''\n\n/**\n * Where each of a form's fields saves on the contact (AGL-2601).\n *\n * The declaration a submission is judged against comes off the DESIGN at\n * publish — names, types, options — and knows nothing about where a field\n * saves to, because that is a fact about the contact, not the canvas. So it\n * is edited here — drawn by the CRM in the zone the form's own page hosts,\n * beside routing and the consent field — and written onto the stored\n * declaration as `contactFieldKey`;\n * `carryContactFieldMappings` keeps it across the next publish by field\n * name. The destinations are the org's custom field definitions, read\n * through the same hook every other surface uses, so a field retired under\n * CRM → Fields leaves this list at the same moment it leaves the columns.\n *\n * Only the org's OWN fields are offered. The sender's name and email are\n * recognized from the field name at submission (`name`, `email`) and need no\n * mapping; a control that offered them here would promise a second way to\n * say the same thing, and the built-in `role` on a declaration is read by\n * nothing at the door today — a choice that writes it would be a choice\n * that does nothing.\n *\n * Save hands the whole `fields` array to the page, which writes it — it is\n * one array on the form document, the document is the forms plugin's, and\n * Firestore has no per-element update — with the picked keys\n * applied through `withContactFieldMapping`, which deletes an unmapped key\n * rather than leaving an `undefined` the array write would refuse.\n */\nexport function FormContactFieldsCard(props: FormContactFieldsCardProps) {\n  const { hostId, fields, loading, saveFields } = props\n  const { enqueueSnackbar } = useSnackbar()\n  const { scope, ready: scopeReady } = useOrgDataScope({ hostId })\n  const { active, definitions, ready } = useContactFieldDefinitions(scope?.[1] ?? null)\n\n  /**\n   * The destinations picked on screen, by field name — only the fields the\n   * reader touched. Everything else reads from the stored declaration, so a\n   * write from elsewhere (a publish, another tab) shows through untouched.\n   */\n  const [draft, setDraft] = useState<Record<string, string>>({})\n  const [saving, setSaving] = useState(false)\n\n  const storedKey = useCallback((decl: FormFieldDecl) => decl.contactFieldKey ?? NONE, [])\n  const shownKey = useCallback(\n    (decl: FormFieldDecl) => (decl.fieldName in draft ? draft[decl.fieldName] : storedKey(decl)),\n    [draft, storedKey],\n  )\n  const changed = useMemo(\n    () =>\n      fields.filter(\n        (decl) => decl.fieldName in draft && draft[decl.fieldName] !== storedKey(decl),\n      ),\n    [fields, draft, storedKey],\n  )\n\n  /** Active definitions by key, for the hint under a mapped field. */\n  const activeByKey = useMemo(\n    () => new Map(active.map((definition) => [definition.key, definition])),\n    [active],\n  )\n\n  const handleSave = useCallback(async () => {\n    if (!changed.length || saving) return\n    setSaving(true)\n    try {\n      const next = changed.reduce<FormFieldDecl[]>(\n        (decls, decl) =>\n          withContactFieldMapping(decls, decl.fieldName, draft[decl.fieldName] || null),\n        [...fields],\n      )\n      await saveFields(next)\n      setDraft({})\n      enqueueSnackbar('Form saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n    } finally {\n      setSaving(false)\n    }\n  }, [changed, saving, fields, draft, saveFields, enqueueSnackbar])\n\n  /**\n   * What the picked destination does with an answer — the type's rule, in a\n   * sentence, so the author learns it here rather than from a value that\n   * never arrived.\n   */\n  const hint = (key: string): string | undefined => {\n    if (key === NONE) return undefined\n    const definition = activeByKey.get(key)\n    if (!definition) {\n      return definitions.some((entry) => entry.key === key)\n        ? 'This field is retired, so the answer is no longer saved. Pick another or clear it.'\n        : 'This field no longer exists, so the answer is not saved. Pick another or clear it.'\n    }\n    switch (definition.type) {\n      case 'number':\n        return 'Stored as a number; an answer that is not one number is dropped.'\n      case 'date':\n        return 'Stored as a date, whichever way the visitor types it.'\n      case 'checkbox':\n        return 'Stored as yes or no, from a ticked or unticked box.'\n      case 'select':\n        return `Stored only when the answer is one of: ${(definition.options ?? []).join(', ')}.`\n      case 'url':\n        return 'Stored when the answer is an http(s) link.'\n      default:\n        return 'Stored as text.'\n    }\n  }\n\n  /**\n   * A stored key no active definition answers to — retired, or deleted —\n   * still has to be an option, or the control could not show what the\n   * declaration says and the author could not clear it.\n   */\n  const orphanOption = (key: string) => {\n    if (key === NONE || activeByKey.has(key)) return null\n    const retired = definitions.some((entry) => entry.key === key)\n    return (\n      <MenuItem key={key} value={key}>\n        {`${key} — ${retired ? 'retired field' : 'no such field'}`}\n      </MenuItem>\n    )\n  }\n\n  const settled = scopeReady && !loading && (!scope || ready)\n  const anyMapped = fields.some((decl) => decl.contactFieldKey)\n\n  return (\n    <CardDisplay\n      header=\"Saves to contact fields\"\n      help={pluginDocsHelp('contactFields', { anchor: '#save-a-form-field' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        {!settled ? null : !scope ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'This site has no organization, so it has no contact fields to save into.'}\n          </Typography>\n        ) : fields.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'Publish a version to declare this form’s fields; then choose where each one saves.'}\n          </Typography>\n        ) : active.length === 0 && !anyMapped ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No custom contact fields are defined yet. Define them under CRM → Fields and ' +\n              'each form field can save into one.'}\n          </Typography>\n        ) : (\n          <>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'Each answer is stored on the contact the submission creates or updates, ' +\n                'converted by the field’s type. A blank answer writes nothing.'}\n            </Typography>\n            {fields.map((decl) => {\n              const key = shownKey(decl)\n              return (\n                <TextField\n                  key={decl.fieldName}\n                  select\n                  size=\"small\"\n                  label={decl.label ? `${decl.label} (${decl.fieldName})` : decl.fieldName}\n                  value={key}\n                  onChange={(event) =>\n                    setDraft((current) => ({ ...current, [decl.fieldName]: event.target.value }))\n                  }\n                  helperText={hint(key)}\n                  // `displayEmpty`, or the \"saves nowhere\" choice renders as\n                  // a blank control and reads as a field left unset; the label\n                  // shrinks with it so the two do not overlap.\n                  slotProps={{\n                    select: { displayEmpty: true },\n                    inputLabel: { shrink: true },\n                  }}\n                  fullWidth\n                >\n                  <MenuItem value={NONE}>{'Not saved to a contact field'}</MenuItem>\n                  {orphanOption(key)}\n                  {active.map((definition) => (\n                    <MenuItem key={definition.key} value={definition.key}>\n                      {`${definition.label} · ${CONTACT_FIELD_TYPE_LABELS[definition.type]}`}\n                    </MenuItem>\n                  ))}\n                </TextField>\n              )\n            })}\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'The sender’s name and email are read from fields named name and email, ' +\n                'so they never need mapping.'}\n            </Typography>\n            <Stack direction=\"row\" spacing={1}>\n              <Button\n                variant=\"contained\"\n                color=\"primary\"\n                size=\"small\"\n                disabled={!changed.length || saving}\n                onClick={handleSave}\n              >\n                {'Save'}\n              </Button>\n              {changed.length ? (\n                <Button size=\"small\" onClick={() => setDraft({})} disabled={saving}>\n                  {'Discard'}\n                </Button>\n              ) : null}\n            </Stack>\n          </>\n        )}\n      </Stack>\n    </CardDisplay>\n  )\n}\nFormContactFieldsCard.displayName = 'FormContactFieldsCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/form-contact-fields-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 {\n  CONTACT_FIELD_TYPE_LABELS,\n  type FormFieldDecl,\n  pluginDocsHelp,\n  withContactFieldMapping,\n} from '@aglyn/aglyn'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useOrgDataScope } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, Stack, TextField, Typography } from '@mui/material'\nimport { useCallback, useMemo, useState } from 'react'\n\nexport interface FormContactFieldsCardProps {\n  hostId: string\n  formId: string\n  /** The PUBLISHED declaration, as stored on the form document. */\n  fields: readonly FormFieldDecl[]\n  /** True while the form document is still being read. */\n  loading?: boolean\n  /**\n   * Writes the declaration back. The form document is the forms plugin's, so\n   * its page does the write; this card decides what the array should be.\n   */\n  saveFields: (fields: FormFieldDecl[]) => Promise<void>\n}\n\n/** The choice that saves nowhere — a `MenuItem` value has to be a string. */\nconst NONE = ''\n\n/**\n * Where each of a form's fields saves on the contact (AGL-2601).\n *\n * The declaration a submission is judged against comes off the DESIGN at\n * publish — names, types, options — and knows nothing about where a field\n * saves to, because that is a fact about the contact, not the canvas. So it\n * is edited here — drawn by the CRM in the zone the form's own page hosts,\n * beside routing and the consent field — and written onto the stored\n * declaration as `contactFieldKey`;\n * `carryContactFieldMappings` keeps it across the next publish by field\n * name. The destinations are the org's custom field definitions, read\n * through the same hook every other surface uses, so a field retired under\n * CRM → Fields leaves this list at the same moment it leaves the columns.\n *\n * Only the org's OWN fields are offered. The sender's name and email are\n * recognized from the field name at submission (`name`, `email`) and need no\n * mapping; a control that offered them here would promise a second way to\n * say the same thing, and the built-in `role` on a declaration is read by\n * nothing at the door today — a choice that writes it would be a choice\n * that does nothing.\n *\n * Save hands the whole `fields` array to the page, which writes it — it is\n * one array on the form document, the document is the forms plugin's, and\n * Firestore has no per-element update — with the picked keys\n * applied through `withContactFieldMapping`, which deletes an unmapped key\n * rather than leaving an `undefined` the array write would refuse.\n */\nexport function FormContactFieldsCard(props: FormContactFieldsCardProps) {\n  const { hostId, fields, loading, saveFields } = props\n  const { enqueueSnackbar } = useSnackbar()\n  const { scope, ready: scopeReady } = useOrgDataScope({ hostId })\n  const { active, definitions, ready } = useContactFieldDefinitions(scope?.[1] ?? null)\n\n  /**\n   * The destinations picked on screen, by field name — only the fields the\n   * reader touched. Everything else reads from the stored declaration, so a\n   * write from elsewhere (a publish, another tab) shows through untouched.\n   */\n  const [draft, setDraft] = useState<Record<string, string>>({})\n  const [saving, setSaving] = useState(false)\n\n  const storedKey = useCallback((decl: FormFieldDecl) => decl.contactFieldKey ?? NONE, [])\n  const shownKey = useCallback(\n    (decl: FormFieldDecl) => (decl.fieldName in draft ? draft[decl.fieldName] : storedKey(decl)),\n    [draft, storedKey],\n  )\n  const changed = useMemo(\n    () =>\n      fields.filter(\n        (decl) => decl.fieldName in draft && draft[decl.fieldName] !== storedKey(decl),\n      ),\n    [fields, draft, storedKey],\n  )\n\n  /** Active definitions by key, for the hint under a mapped field. */\n  const activeByKey = useMemo(\n    () => new Map(active.map((definition) => [definition.key, definition])),\n    [active],\n  )\n\n  const handleSave = useCallback(async () => {\n    if (!changed.length || saving) return\n    setSaving(true)\n    try {\n      const next = changed.reduce<FormFieldDecl[]>(\n        (decls, decl) =>\n          withContactFieldMapping(decls, decl.fieldName, draft[decl.fieldName] || null),\n        [...fields],\n      )\n      await saveFields(next)\n      setDraft({})\n      enqueueSnackbar('Form saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n    } finally {\n      setSaving(false)\n    }\n  }, [changed, saving, fields, draft, saveFields, enqueueSnackbar])\n\n  /**\n   * What the picked destination does with an answer — the type's rule, in a\n   * sentence, so the author learns it here rather than from a value that\n   * never arrived.\n   */\n  const hint = (key: string): string | undefined => {\n    if (key === NONE) return undefined\n    const definition = activeByKey.get(key)\n    if (!definition) {\n      return definitions.some((entry) => entry.key === key)\n        ? 'This field is retired, so the answer is no longer saved. Pick another or clear it.'\n        : 'This field no longer exists, so the answer is not saved. Pick another or clear it.'\n    }\n    switch (definition.type) {\n      case 'number':\n        return 'Stored as a number; an answer that is not one number is dropped.'\n      case 'date':\n        return 'Stored as a date, whichever way the visitor types it.'\n      case 'checkbox':\n        return 'Stored as yes or no, from a ticked or unticked box.'\n      case 'select':\n        return `Stored only when the answer is one of: ${(definition.options ?? []).join(', ')}.`\n      case 'url':\n        return 'Stored when the answer is an http(s) link.'\n      default:\n        return 'Stored as text.'\n    }\n  }\n\n  /**\n   * A stored key no active definition answers to — retired, or deleted —\n   * still has to be an option, or the control could not show what the\n   * declaration says and the author could not clear it.\n   */\n  const orphanOption = (key: string) => {\n    if (key === NONE || activeByKey.has(key)) return null\n    const retired = definitions.some((entry) => entry.key === key)\n    return (\n      <MenuItem key={key} value={key}>\n        {`${key} — ${retired ? 'retired field' : 'no such field'}`}\n      </MenuItem>\n    )\n  }\n\n  const settled = scopeReady && !loading && (!scope || ready)\n  const anyMapped = fields.some((decl) => decl.contactFieldKey)\n  // The mapping is offered once there is something to map, and saved from the header.\n  const mapping =\n    settled && Boolean(scope) && fields.length > 0 && (active.length > 0 || anyMapped)\n\n  return (\n    <CardDisplay\n      header=\"Saves to contact fields\"\n      help={pluginDocsHelp('contactFields', { anchor: '#save-a-form-field' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: mapping ? (\n          <Stack direction=\"row\" spacing={1}>\n            {changed.length ? (\n              <Button size=\"small\" onClick={() => setDraft({})} disabled={saving}>\n                {'Discard'}\n              </Button>\n            ) : null}\n            <Button\n              variant=\"contained\"\n              color=\"primary\"\n              size=\"small\"\n              disabled={!changed.length || saving}\n              onClick={handleSave}\n            >\n              {'Save'}\n            </Button>\n          </Stack>\n        ) : null,\n      }}\n    >\n      <Stack spacing={2}>\n        {!settled ? null : !scope ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'This site has no organization, so it has no contact fields to save into.'}\n          </Typography>\n        ) : fields.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'Publish a version to declare this form’s fields; then choose where each one saves.'}\n          </Typography>\n        ) : active.length === 0 && !anyMapped ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No custom contact fields are defined yet. Define them under CRM → Fields and ' +\n              'each form field can save into one.'}\n          </Typography>\n        ) : (\n          <>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'Each answer is stored on the contact the submission creates or updates, ' +\n                'converted by the field’s type. A blank answer writes nothing.'}\n            </Typography>\n            {fields.map((decl) => {\n              const key = shownKey(decl)\n              return (\n                <TextField\n                  key={decl.fieldName}\n                  select\n                  size=\"small\"\n                  label={decl.label ? `${decl.label} (${decl.fieldName})` : decl.fieldName}\n                  value={key}\n                  onChange={(event) =>\n                    setDraft((current) => ({ ...current, [decl.fieldName]: event.target.value }))\n                  }\n                  helperText={hint(key)}\n                  // `displayEmpty`, or the \"saves nowhere\" choice renders as\n                  // a blank control and reads as a field left unset; the label\n                  // shrinks with it so the two do not overlap.\n                  slotProps={{\n                    select: { displayEmpty: true },\n                    inputLabel: { shrink: true },\n                  }}\n                  fullWidth\n                >\n                  <MenuItem value={NONE}>{'Not saved to a contact field'}</MenuItem>\n                  {orphanOption(key)}\n                  {active.map((definition) => (\n                    <MenuItem key={definition.key} value={definition.key}>\n                      {`${definition.label} · ${CONTACT_FIELD_TYPE_LABELS[definition.type]}`}\n                    </MenuItem>\n                  ))}\n                </TextField>\n              )\n            })}\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'The sender’s name and email are read from fields named name and email, ' +\n                'so they never need mapping.'}\n            </Typography>\n          </>\n        )}\n      </Stack>\n    </CardDisplay>\n  )\n}\nFormContactFieldsCard.displayName = 'FormContactFieldsCard'\n\nexport default FormContactFieldsCard\n"],"names":["CONTACT_FIELD_TYPE_LABELS","pluginDocsHelp","withContactFieldMapping","useContactFieldDefinitions","CardDisplay","useSnackbar","useOrgDataScope","Button","MenuItem","Stack","TextField","Typography","useCallback","useMemo","useState","NONE","FormContactFieldsCard","props","hostId","fields","loading","saveFields","enqueueSnackbar","scope","ready","scopeReady","active","definitions","draft","setDraft","saving","setSaving","storedKey","decl","contactFieldKey","shownKey","fieldName","changed","filter","activeByKey","Map","map","definition","key","handleSave","length","next","reduce","decls","variant","persist","error","console","allowDuplicate","hint","undefined","get","some","entry","type","options","join","orphanOption","has","retired","value","settled","anyMapped","mapping","Boolean","header","help","anchor","contentGutterX","contentGutterY","HeaderProps","action","direction","spacing","size","onClick","disabled","color","select","label","onChange","event","current","target","helperText","slotProps","displayEmpty","inputLabel","shrink","fullWidth","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,yBAAyB,EAEzBC,cAAc,EACdC,uBAAuB,QAClB,eAAc;AACrB,SAASC,0BAA0B,QAAQ,4CAAwC;AACnF,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAASC,eAAe,QAAQ,iCAAgC;AAChE,SAASC,MAAM,EAAEC,QAAQ,EAAEC,KAAK,EAAEC,SAAS,EAAEC,UAAU,QAAQ,gBAAe;AAC9E,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AAgBtD,2EAA2E,GAC3E,MAAMC,OAAO;AAEb;;;;;;;;;;;;;;;;;;;;;;;;;;CA0BC,GACD,OAAO,SAASC,sBAAsBC,KAAiC;;IACrE,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAEC,OAAO,EAAEC,UAAU,EAAE,GAAGJ;IAChD,MAAM,EAAEK,eAAe,EAAE,GAAGjB;IAC5B,MAAM,EAAEkB,KAAK,EAAEC,OAAOC,UAAU,EAAE,GAAGnB,gBAAgB;QAAEY;IAAO;IAC9D,MAAM,EAAEQ,MAAM,EAAEC,WAAW,EAAEH,KAAK,EAAE,GAAGrB,mCAA2BoB,yBAAAA,KAAO,CAAC,EAAE,mBAAI;IAEhF;;;;GAIC,GACD,MAAM,CAACK,OAAOC,SAAS,GAAGf,SAAiC,CAAC;IAC5D,MAAM,CAACgB,QAAQC,UAAU,GAAGjB,SAAS;IAErC,MAAMkB,YAAYpB,YAAY,CAACqB;YAAwBA;gBAAAA,wBAAAA,KAAKC,eAAe,YAApBD,wBAAwBlB;OAAM,EAAE;IACvF,MAAMoB,WAAWvB,YACf,CAACqB,OAAyBA,KAAKG,SAAS,IAAIR,QAAQA,KAAK,CAACK,KAAKG,SAAS,CAAC,GAAGJ,UAAUC,OACtF;QAACL;QAAOI;KAAU;IAEpB,MAAMK,UAAUxB,QACd,IACEM,OAAOmB,MAAM,CACX,CAACL,OAASA,KAAKG,SAAS,IAAIR,SAASA,KAAK,CAACK,KAAKG,SAAS,CAAC,KAAKJ,UAAUC,QAE7E;QAACd;QAAQS;QAAOI;KAAU;IAG5B,kEAAkE,GAClE,MAAMO,cAAc1B,QAClB,IAAM,IAAI2B,IAAId,OAAOe,GAAG,CAAC,CAACC,aAAe;gBAACA,WAAWC,GAAG;gBAAED;aAAW,IACrE;QAAChB;KAAO;IAGV,MAAMkB,aAAahC,YAAY;QAC7B,IAAI,CAACyB,QAAQQ,MAAM,IAAIf,QAAQ;QAC/BC,UAAU;QACV,IAAI;YACF,MAAMe,OAAOT,QAAQU,MAAM,CACzB,CAACC,OAAOf,OACN/B,wBAAwB8C,OAAOf,KAAKG,SAAS,EAAER,KAAK,CAACK,KAAKG,SAAS,CAAC,IAAI,OAC1E;mBAAIjB;aAAO;YAEb,MAAME,WAAWyB;YACjBjB,SAAS,CAAC;YACVP,gBAAgB,cAAc;gBAAE2B,SAAS;gBAAWC,SAAS;YAAM;QACrE,EAAE,OAAOC,OAAO;YACdC,QAAQD,KAAK,CAACA;YACd7B,gBAAgB,yBAAyB;gBAAE2B,SAAS;gBAASI,gBAAgB;YAAK;QACpF,SAAU;YACRtB,UAAU;QACZ;IACF,GAAG;QAACM;QAASP;QAAQX;QAAQS;QAAOP;QAAYC;KAAgB;IAEhE;;;;GAIC,GACD,MAAMgC,OAAO,CAACX;QACZ,IAAIA,QAAQ5B,MAAM,OAAOwC;QACzB,MAAMb,aAAaH,YAAYiB,GAAG,CAACb;QACnC,IAAI,CAACD,YAAY;YACf,OAAOf,YAAY8B,IAAI,CAAC,CAACC,QAAUA,MAAMf,GAAG,KAAKA,OAC7C,uFACA;QACN;QACA,OAAQD,WAAWiB,IAAI;YACrB,KAAK;gBACH,OAAO;YACT,KAAK;gBACH,OAAO;YACT,KAAK;gBACH,OAAO;YACT,KAAK;oBAC+CjB;gBAAlD,OAAO,CAAC,uCAAuC,EAAE,EAACA,sBAAAA,WAAWkB,OAAO,YAAlBlB,sBAAsB,EAAE,EAAEmB,IAAI,CAAC,MAAM,CAAC,CAAC;YAC3F,KAAK;gBACH,OAAO;YACT;gBACE,OAAO;QACX;IACF;IAEA;;;;GAIC,GACD,MAAMC,eAAe,CAACnB;QACpB,IAAIA,QAAQ5B,QAAQwB,YAAYwB,GAAG,CAACpB,MAAM,OAAO;QACjD,MAAMqB,UAAUrC,YAAY8B,IAAI,CAAC,CAACC,QAAUA,MAAMf,GAAG,KAAKA;QAC1D,qBACE,KAACnC;YAAmByD,OAAOtB;sBACxB,GAAGA,IAAI,GAAG,EAAEqB,UAAU,kBAAkB,iBAAiB;WAD7CrB;IAInB;IAEA,MAAMuB,UAAUzC,cAAc,CAACL,WAAY,CAAA,CAACG,SAASC,KAAI;IACzD,MAAM2C,YAAYhD,OAAOsC,IAAI,CAAC,CAACxB,OAASA,KAAKC,eAAe;IAC5D,oFAAoF;IACpF,MAAMkC,UACJF,WAAWG,QAAQ9C,UAAUJ,OAAO0B,MAAM,GAAG,KAAMnB,CAAAA,OAAOmB,MAAM,GAAG,KAAKsB,SAAQ;IAElF,qBACE,KAAC/D;QACCkE,QAAO;QACPC,MAAMtE,eAAe,iBAAiB;YAAEuE,QAAQ;QAAqB;QACrEC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,QAAQR,wBACN,MAAC3D;gBAAMoE,WAAU;gBAAMC,SAAS;;oBAC7BzC,QAAQQ,MAAM,iBACb,KAACtC;wBAAOwE,MAAK;wBAAQC,SAAS,IAAMnD,SAAS,CAAC;wBAAIoD,UAAUnD;kCACzD;yBAED;kCACJ,KAACvB;wBACC0C,SAAQ;wBACRiC,OAAM;wBACNH,MAAK;wBACLE,UAAU,CAAC5C,QAAQQ,MAAM,IAAIf;wBAC7BkD,SAASpC;kCAER;;;iBAGH;QACN;kBAEA,cAAA,KAACnC;YAAMqE,SAAS;sBACb,CAACZ,UAAU,OAAO,CAAC3C,sBAClB,KAACZ;gBAAWsC,SAAQ;gBAAQiC,OAAM;0BAC/B;iBAED/D,OAAO0B,MAAM,KAAK,kBACpB,KAAClC;gBAAWsC,SAAQ;gBAAQiC,OAAM;0BAC/B;iBAEDxD,OAAOmB,MAAM,KAAK,KAAK,CAACsB,0BAC1B,KAACxD;gBAAWsC,SAAQ;gBAAQiC,OAAM;0BAC/B,kFACC;+BAGJ;;kCACE,KAACvE;wBAAWsC,SAAQ;wBAAQiC,OAAM;kCAC/B,6EACC;;oBAEH/D,OAAOsB,GAAG,CAAC,CAACR;wBACX,MAAMU,MAAMR,SAASF;wBACrB,qBACE,MAACvB;4BAECyE,MAAM;4BACNJ,MAAK;4BACLK,OAAOnD,KAAKmD,KAAK,GAAG,GAAGnD,KAAKmD,KAAK,CAAC,EAAE,EAAEnD,KAAKG,SAAS,CAAC,CAAC,CAAC,GAAGH,KAAKG,SAAS;4BACxE6B,OAAOtB;4BACP0C,UAAU,CAACC,QACTzD,SAAS,CAAC0D,UAAa,aAAKA;wCAAS,CAACtD,KAAKG,SAAS,CAAC,EAAEkD,MAAME,MAAM,CAACvB,KAAK;;4BAE3EwB,YAAYnC,KAAKX;4BACjB,2DAA2D;4BAC3D,6DAA6D;4BAC7D,6CAA6C;4BAC7C+C,WAAW;gCACTP,QAAQ;oCAAEQ,cAAc;gCAAK;gCAC7BC,YAAY;oCAA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package/src/lib/components/lead-campaigns-card.d.ts

@@ -52,7 +52,7 @@ export interface LeadCampaignsCardProps {
  * `hosts/{hostId}/leads`, as the properties card writes status and notes —
  * guarded by the seed like every draft edited over a cached read, and
  * `campaignMembershipUnchanged` keeps Save quiet while the picker only
- * reorders what is stored.
+ * reorders what is stored. **Save filing** sits in the card header.
  *
  * It is FILING, not audience: the helper says so, in the sentence the
  * contact card uses, because a reader who finds a campaign picker on a

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

@@ -15,7 +15,7 @@
  * limitations under the License.
  */ 'use client';
 import { _ as _extends } from "@swc/helpers/_/_extends";
-import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { jsx as _jsx } from "react/jsx-runtime";
 import { campaignMembershipUnchanged, campaignMembershipValue, pluginDocsHelp, readCampaignIds } from "@aglyn/aglyn";
 import CampaignPicker from "@aglyn/shared-ui-email-campaigns/components/campaign-picker.component";
 import { CardDisplay } from "@aglyn/shared-ui-jsx";
@@ -58,7 +58,7 @@ import { crmClientListFields } from "../model/crm-list-query.js";
  * `hosts/{hostId}/leads`, as the properties card writes status and notes —
  * guarded by the seed like every draft edited over a cached read, and
  * `campaignMembershipUnchanged` keeps Save quiet while the picker only
- * reorders what is stored.
+ * reorders what is stored. **Save filing** sits in the card header.
  *
  * It is FILING, not audience: the helper says so, in the sentence the
  * contact card uses, because a reader who finds a campaign picker on a
@@ -138,40 +138,37 @@ import { crmClientListFields } from "../model/crm-list-query.js";
         }),
         contentGutterX: true,
         contentGutterY: true,
-        children: /*#__PURE__*/ _jsxs(Stack, {
+        HeaderProps: {
+            action: empty ? null : /*#__PURE__*/ _jsx(Button, {
+                size: "small",
+                variant: "outlined",
+                disabled: saving || unchanged,
+                onClick: ()=>void save().catch((error)=>{
+                        console.error(error);
+                        enqueueSnackbar(error instanceof Error && error.message ? error.message : 'An error has occurred', {
+                            variant: 'error',
+                            allowDuplicate: true
+                        });
+                        setSaving(false);
+                    }),
+                children: saving ? 'Saving…' : 'Save filing'
+            })
+        },
+        children: /*#__PURE__*/ _jsx(Stack, {
             spacing: 2,
-            children: [
-                /*#__PURE__*/ _jsx(CampaignPicker, {
-                    options: options,
-                    value: selected,
-                    onChange: (next)=>{
-                        setSelected(next);
-                        setDirty(true);
-                    },
-                    label: "Filed under campaigns",
-                    helperText: LEAD_CAMPAIGNS_HELPER_TEXT,
-                    disabled: saving,
-                    empty: empty,
-                    emptyText: "There are no campaigns to file this lead under yet. Create one from Marketing."
-                }),
-                empty ? null : /*#__PURE__*/ _jsx(Stack, {
-                    direction: "row",
-                    children: /*#__PURE__*/ _jsx(Button, {
-                        size: "small",
-                        variant: "outlined",
-                        disabled: saving || unchanged,
-                        onClick: ()=>void save().catch((error)=>{
-                                console.error(error);
-                                enqueueSnackbar(error instanceof Error && error.message ? error.message : 'An error has occurred', {
-                                    variant: 'error',
-                                    allowDuplicate: true
-                                });
-                                setSaving(false);
-                            }),
-                        children: saving ? 'Saving…' : 'Save filing'
-                    })
-                })
-            ]
+            children: /*#__PURE__*/ _jsx(CampaignPicker, {
+                options: options,
+                value: selected,
+                onChange: (next)=>{
+                    setSelected(next);
+                    setDirty(true);
+                },
+                label: "Filed under campaigns",
+                helperText: LEAD_CAMPAIGNS_HELPER_TEXT,
+                disabled: saving,
+                empty: empty,
+                emptyText: "There are no campaigns to file this lead under yet. Create one from Marketing."
+            })
         })
     });
 }

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-campaigns-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 {\n  campaignMembershipUnchanged,\n  campaignMembershipValue,\n  pluginDocsHelp,\n  readCampaignIds,\n} from '@aglyn/aglyn'\nimport CampaignPicker, {\n  type CampaignPickerOption,\n} from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack } from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmClientListFields } from '../model/crm-list-query'\n\n/** The list field a campaign filing moves (AGL-3321). */\nconst LEAD_CAMPAIGN_LIST_FIELDS = ['scopedCampaignIds'] as const\n\n/** The helper line under the picker — the contact card's, word for word. */\nexport const LEAD_CAMPAIGNS_HELPER_TEXT =\n  'Your own filing. It never adds anyone to a send — a campaign mails its lists.'\n\n/**\n * The campaigns a lead is filed under, as NAMES for the record header.\n *\n * Resolved from the site's containers; an id with no live container — a\n * campaign the console deleted, or one still loading — is left out rather\n * than shown, because a document id on a chip tells a reader nothing and\n * looks like a fault. The picker below keeps such an id visible as itself,\n * so the filing is never silently lost; the header only ever names.\n */\nexport function leadCampaignNames(\n  lead: Record<string, unknown> | null | undefined,\n  options: readonly CampaignPickerOption[],\n): string[] {\n  const labels = new Map(options.map((option) => [option.value, option.label]))\n  return readCampaignIds(lead)\n    .map((id) => labels.get(id))\n    .filter((name): name is string => Boolean(name))\n}\n\nexport interface LeadCampaignsCardProps {\n  /**\n   * The lead's own site, or `null` at the organization level for a lead no\n   * site captured (AGL-3278). Read for the org root alone — the containers\n   * themselves are handed down as `options` — so the card serves both\n   * levels; the org-level mount answers the same org without a site.\n   */\n  hostId: string | null\n  leadId: string\n  lead: Record<string, unknown>\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  /** The site's campaigns, read once by the page for this card and the header. */\n  options: readonly CampaignPickerOption[]\n  /** The campaign read has answered — false while it settles. */\n  optionsReady: boolean\n  /**\n   * What a saved filing changed, once it has landed: the ids added to and\n   * removed from the lead's membership. The page files the activity\n   * entries (AGL-3274); the card only knows the document.\n   */\n  onFiled?: (change: { added: string[]; removed: string[] }) => void\n}\n\n/**\n * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).\n *\n * The contact's Relationship card has carried this picker since AGL-2596;\n * the lead's page had none, so a lead filed under a campaign by the New\n * lead drawer, the bulk bar or a sequence's enroll showed nothing of it —\n * the one field on the record the reader had no way to see or change.\n *\n * The same control, the same value helper, the same helper line. The save\n * is the lead's own client door — a one-field `update` on\n * `hosts/{hostId}/leads`, as the properties card writes status and notes —\n * guarded by the seed like every draft edited over a cached read, and\n * `campaignMembershipUnchanged` keeps Save quiet while the picker only\n * reorders what is stored.\n *\n * It is FILING, not audience: the helper says so, in the sentence the\n * contact card uses, because a reader who finds a campaign picker on a\n * person's page assumes the opposite.\n */\nexport function LeadCampaignsCard(props: LeadCampaignsCardProps) {\n  const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const stored = readCampaignIds(lead)\n  const [selected, setSelected] = useState<string[]>(stored)\n  const [dirty, setDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  // A newer membership from the server replaces an UNEDITED selection — a\n  // sequence's enroll or a bulk add lands while the page is open — and an\n  // edited one is the reader's, decided by the guard on save.\n  const storedKey = stored.join(',')\n  useEffect(() => {\n    if (!dirty) setSelected(stored)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [storedKey, dirty])\n\n  const unchanged = campaignMembershipUnchanged(stored, selected)\n  const empty = optionsReady && !options.length\n\n  const save = async () => {\n    if (unchanged) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setSaving(true)\n    const next = campaignMembershipValue(selected)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n          campaignIds: next,\n          // The Leads list's Campaign filter under a site reads these\n          // (AGL-3321), from the lead with its new campaigns.\n          ...crmClientListFields('leads', lead, { campaignIds: next }, LEAD_CAMPAIGN_LIST_FIELDS),\n          updatedAt: serverTimestamp(),\n        })\n      },\n    )\n    setSaving(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The filing could not be saved.', { variant: 'warning' })\n      return\n    }\n    setDirty(false)\n    enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    onFiled?.({\n      added: next.filter((id) => !stored.includes(id)),\n      removed: stored.filter((id) => !next.includes(id)),\n    })\n  }\n\n  return (\n    <CardDisplay\n      header={'Campaigns'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={2}>\n        <CampaignPicker\n          options={options}\n          value={selected}\n          onChange={(next) => {\n            setSelected(next)\n            setDirty(true)\n          }}\n          label=\"Filed under campaigns\"\n          helperText={LEAD_CAMPAIGNS_HELPER_TEXT}\n          disabled={saving}\n          empty={empty}\n          emptyText=\"There are no campaigns to file this lead under yet. Create one from Marketing.\"\n        />\n        {empty ? null : (\n          <Stack direction=\"row\">\n            <Button\n              size=\"small\"\n              variant=\"outlined\"\n              disabled={saving || unchanged}\n              onClick={() => void save().catch((error: unknown) => {\n                console.error(error)\n                enqueueSnackbar(\n                  error instanceof Error && error.message ? error.message : 'An error has occurred',\n                  { variant: 'error', allowDuplicate: true },\n                )\n                setSaving(false)\n              })}\n            >\n              {saving ? 'Saving…' : 'Save filing'}\n            </Button>\n          </Stack>\n        )}\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadCampaignsCard.displayName = 'LeadCampaignsCard'\n\nexport default LeadCampaignsCard\n"],"names":["campaignMembershipUnchanged","campaignMembershipValue","pluginDocsHelp","readCampaignIds","CampaignPicker","CardDisplay","useSnackbar","useFirestore","writeGuardedBySeed","Button","Stack","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","crmClientListFields","LEAD_CAMPAIGN_LIST_FIELDS","LEAD_CAMPAIGNS_HELPER_TEXT","leadCampaignNames","lead","options","labels","Map","map","option","value","label","id","get","filter","name","Boolean","LeadCampaignsCard","props","hostId","leadId","leadStatus","fromCache","optionsReady","onFiled","orgId","firestore","enqueueSnackbar","stored","selected","setSelected","dirty","setDirty","saving","setSaving","storedKey","join","unchanged","empty","length","save","variant","persist","next","verdict","subject","unreadable","campaignIds","updatedAt","ok","message","added","includes","removed","header","help","anchor","contentGutterX","contentGutterY","spacing","onChange","helperText","disabled","emptyText","direction","size","onClick","catch","error","console","Error","allowDuplicate","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,2BAA2B,EAC3BC,uBAAuB,EACvBC,cAAc,EACdC,eAAe,QACV,eAAc;AACrB,OAAOC,oBAEA,wEAAuE;AAC9E,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAEEC,YAAY,EACZC,kBAAkB,QACb,iCAAgC;AACvC,SAASC,MAAM,EAAEC,KAAK,QAAQ,gBAAe;AAC7C,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,mBAAmB,QAAQ,6BAAyB;AAE7D,uDAAuD,GACvD,MAAMC,4BAA4B;IAAC;CAAoB;AAEvD,0EAA0E,GAC1E,OAAO,MAAMC,6BACX,gFAA+E;AAEjF;;;;;;;;CAQC,GACD,OAAO,SAASC,kBACdC,IAAgD,EAChDC,OAAwC;IAExC,MAAMC,SAAS,IAAIC,IAAIF,QAAQG,GAAG,CAAC,CAACC,SAAW;YAACA,OAAOC,KAAK;YAAED,OAAOE,KAAK;SAAC;IAC3E,OAAOzB,gBAAgBkB,MACpBI,GAAG,CAAC,CAACI,KAAON,OAAOO,GAAG,CAACD,KACvBE,MAAM,CAAC,CAACC,OAAyBC,QAAQD;AAC9C;AA2BA;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASE,kBAAkBC,KAA6B;IAC7D,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAEhB,IAAI,EAAEiB,UAAU,EAAEC,SAAS,EAAEjB,OAAO,EAAEkB,YAAY,EAAEC,OAAO,EAAE,GAAGN;IACxF,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEO,KAAK,EAAE,GAAG1B,YAAY;QAAEoB;IAAO;IACvC,MAAMO,YAAYpC;IAClB,MAAM,EAAEqC,eAAe,EAAE,GAAGtC;IAC5B,MAAMuC,SAAS1C,gBAAgBkB;IAC/B,MAAM,CAACyB,UAAUC,YAAY,GAAGhC,SAAmB8B;IACnD,MAAM,CAACG,OAAOC,SAAS,GAAGlC,SAAS;IACnC,MAAM,CAACmC,QAAQC,UAAU,GAAGpC,SAAS;IACrC,wEAAwE;IACxE,wEAAwE;IACxE,4DAA4D;IAC5D,MAAMqC,YAAYP,OAAOQ,IAAI,CAAC;IAC9BvC,UAAU;QACR,IAAI,CAACkC,OAAOD,YAAYF;IACxB,uDAAuD;IACzD,GAAG;QAACO;QAAWJ;KAAM;IAErB,MAAMM,YAAYtD,4BAA4B6C,QAAQC;IACtD,MAAMS,QAAQf,gBAAgB,CAAClB,QAAQkC,MAAM;IAE7C,MAAMC,OAAO;QACX,IAAIH,WAAW;QACf,IAAI,CAACZ,OAAO;YACVE,gBAAgB,yDAAyD;gBACvEc,SAAS;gBACTC,SAAS;YACX;YACA;QACF;QACAR,UAAU;QACV,MAAMS,OAAO3D,wBAAwB6C;QACrC,MAAMe,UAAU,MAAMrD,mBACpB;YAAEsD,SAAS;YAAQvB;YAAWwB,YAAYzB,eAAe;QAAQ,GACjE;YACE,MAAMzB,UAAUF,IAAIgC,WAAW,QAAQD,OAAO,SAASL,SAAS;gBAC9D2B,aAAaJ;eAGV3C,oBAAoB,SAASI,MAAM;gBAAE2C,aAAaJ;YAAK,GAAG1C;gBAC7D+C,WAAWrD;;QAEf;QAEFuC,UAAU;QACV,IAAI,CAACU,QAAQK,EAAE,EAAE;gBACCL;YAAhBjB,iBAAgBiB,mBAAAA,QAAQM,OAAO,YAAfN,mBAAmB,kCAAkC;gBAAEH,SAAS;YAAU;YAC1F;QACF;QACAT,SAAS;QACTL,gBAAgB,gBAAgB;YAAEc,SAAS;YAAWC,SAAS;QAAM;QACrElB,2BAAAA,QAAU;YACR2B,OAAOR,KAAK7B,MAAM,CAAC,CAACF,KAAO,CAACgB,OAAOwB,QAAQ,CAACxC;YAC5CyC,SAASzB,OAAOd,MAAM,CAAC,CAACF,KAAO,CAAC+B,KAAKS,QAAQ,CAACxC;QAChD;IACF;IAEA,qBACE,KAACxB;QACCkE,QAAQ;QACRC,MAAMtE,eAAe,YAAY;YAAEuE,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAACjE;YAAMkE,SAAS;;8BACd,KAACxE;oBACCkB,SAASA;oBACTK,OAAOmB;oBACP+B,UAAU,CAACjB;wBACTb,YAAYa;wBACZX,SAAS;oBACX;oBACArB,OAAM;oBACNkD,YAAY3D;oBACZ4D,UAAU7B;oBACVK,OAAOA;oBACPyB,WAAU;;gBAEXzB,QAAQ,qBACP,KAAC7C;oBAAMuE,WAAU;8BACf,cAAA,KAACxE;wBACCyE,MAAK;wBACLxB,SAAQ;wBACRqB,UAAU7B,UAAUI;wBACpB6B,SAAS,IAAM,KAAK1B,OAAO2B,KAAK,CAAC,CAACC;gCAChCC,QAAQD,KAAK,CAACA;gCACdzC,gBACEyC,iBAAiBE,SAASF,MAAMlB,OAAO,GAAGkB,MAAMlB,OAAO,GAAG,yBAC1D;oCAAET,SAAS;oCAAS8B,gBAAgB;gCAAK;gCAE3CrC,UAAU;4BACZ;kCAECD,SAAS,YAAY;;;;;;AAOpC;AACAhB,kBAAkBuD,WAAW,GAAG;AAEhC,eAAevD,kBAAiB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-campaigns-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 {\n  campaignMembershipUnchanged,\n  campaignMembershipValue,\n  pluginDocsHelp,\n  readCampaignIds,\n} from '@aglyn/aglyn'\nimport CampaignPicker, {\n  type CampaignPickerOption,\n} from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack } from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmClientListFields } from '../model/crm-list-query'\n\n/** The list field a campaign filing moves (AGL-3321). */\nconst LEAD_CAMPAIGN_LIST_FIELDS = ['scopedCampaignIds'] as const\n\n/** The helper line under the picker — the contact card's, word for word. */\nexport const LEAD_CAMPAIGNS_HELPER_TEXT =\n  'Your own filing. It never adds anyone to a send — a campaign mails its lists.'\n\n/**\n * The campaigns a lead is filed under, as NAMES for the record header.\n *\n * Resolved from the site's containers; an id with no live container — a\n * campaign the console deleted, or one still loading — is left out rather\n * than shown, because a document id on a chip tells a reader nothing and\n * looks like a fault. The picker below keeps such an id visible as itself,\n * so the filing is never silently lost; the header only ever names.\n */\nexport function leadCampaignNames(\n  lead: Record<string, unknown> | null | undefined,\n  options: readonly CampaignPickerOption[],\n): string[] {\n  const labels = new Map(options.map((option) => [option.value, option.label]))\n  return readCampaignIds(lead)\n    .map((id) => labels.get(id))\n    .filter((name): name is string => Boolean(name))\n}\n\nexport interface LeadCampaignsCardProps {\n  /**\n   * The lead's own site, or `null` at the organization level for a lead no\n   * site captured (AGL-3278). Read for the org root alone — the containers\n   * themselves are handed down as `options` — so the card serves both\n   * levels; the org-level mount answers the same org without a site.\n   */\n  hostId: string | null\n  leadId: string\n  lead: Record<string, unknown>\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  /** The site's campaigns, read once by the page for this card and the header. */\n  options: readonly CampaignPickerOption[]\n  /** The campaign read has answered — false while it settles. */\n  optionsReady: boolean\n  /**\n   * What a saved filing changed, once it has landed: the ids added to and\n   * removed from the lead's membership. The page files the activity\n   * entries (AGL-3274); the card only knows the document.\n   */\n  onFiled?: (change: { added: string[]; removed: string[] }) => void\n}\n\n/**\n * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).\n *\n * The contact's Relationship card has carried this picker since AGL-2596;\n * the lead's page had none, so a lead filed under a campaign by the New\n * lead drawer, the bulk bar or a sequence's enroll showed nothing of it —\n * the one field on the record the reader had no way to see or change.\n *\n * The same control, the same value helper, the same helper line. The save\n * is the lead's own client door — a one-field `update` on\n * `hosts/{hostId}/leads`, as the properties card writes status and notes —\n * guarded by the seed like every draft edited over a cached read, and\n * `campaignMembershipUnchanged` keeps Save quiet while the picker only\n * reorders what is stored. **Save filing** sits in the card header.\n *\n * It is FILING, not audience: the helper says so, in the sentence the\n * contact card uses, because a reader who finds a campaign picker on a\n * person's page assumes the opposite.\n */\nexport function LeadCampaignsCard(props: LeadCampaignsCardProps) {\n  const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const stored = readCampaignIds(lead)\n  const [selected, setSelected] = useState<string[]>(stored)\n  const [dirty, setDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  // A newer membership from the server replaces an UNEDITED selection — a\n  // sequence's enroll or a bulk add lands while the page is open — and an\n  // edited one is the reader's, decided by the guard on save.\n  const storedKey = stored.join(',')\n  useEffect(() => {\n    if (!dirty) setSelected(stored)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [storedKey, dirty])\n\n  const unchanged = campaignMembershipUnchanged(stored, selected)\n  const empty = optionsReady && !options.length\n\n  const save = async () => {\n    if (unchanged) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setSaving(true)\n    const next = campaignMembershipValue(selected)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n          campaignIds: next,\n          // The Leads list's Campaign filter under a site reads these\n          // (AGL-3321), from the lead with its new campaigns.\n          ...crmClientListFields('leads', lead, { campaignIds: next }, LEAD_CAMPAIGN_LIST_FIELDS),\n          updatedAt: serverTimestamp(),\n        })\n      },\n    )\n    setSaving(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The filing could not be saved.', { variant: 'warning' })\n      return\n    }\n    setDirty(false)\n    enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    onFiled?.({\n      added: next.filter((id) => !stored.includes(id)),\n      removed: stored.filter((id) => !next.includes(id)),\n    })\n  }\n\n  return (\n    <CardDisplay\n      header={'Campaigns'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: empty ? null : (\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || unchanged}\n            onClick={() => void save().catch((error: unknown) => {\n              console.error(error)\n              enqueueSnackbar(\n                error instanceof Error && error.message ? error.message : 'An error has occurred',\n                { variant: 'error', allowDuplicate: true },\n              )\n              setSaving(false)\n            })}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <CampaignPicker\n          options={options}\n          value={selected}\n          onChange={(next) => {\n            setSelected(next)\n            setDirty(true)\n          }}\n          label=\"Filed under campaigns\"\n          helperText={LEAD_CAMPAIGNS_HELPER_TEXT}\n          disabled={saving}\n          empty={empty}\n          emptyText=\"There are no campaigns to file this lead under yet. Create one from Marketing.\"\n        />\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadCampaignsCard.displayName = 'LeadCampaignsCard'\n\nexport default LeadCampaignsCard\n"],"names":["campaignMembershipUnchanged","campaignMembershipValue","pluginDocsHelp","readCampaignIds","CampaignPicker","CardDisplay","useSnackbar","useFirestore","writeGuardedBySeed","Button","Stack","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","crmClientListFields","LEAD_CAMPAIGN_LIST_FIELDS","LEAD_CAMPAIGNS_HELPER_TEXT","leadCampaignNames","lead","options","labels","Map","map","option","value","label","id","get","filter","name","Boolean","LeadCampaignsCard","props","hostId","leadId","leadStatus","fromCache","optionsReady","onFiled","orgId","firestore","enqueueSnackbar","stored","selected","setSelected","dirty","setDirty","saving","setSaving","storedKey","join","unchanged","empty","length","save","variant","persist","next","verdict","subject","unreadable","campaignIds","updatedAt","ok","message","added","includes","removed","header","help","anchor","contentGutterX","contentGutterY","HeaderProps","action","size","disabled","onClick","catch","error","console","Error","allowDuplicate","spacing","onChange","helperText","emptyText","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,2BAA2B,EAC3BC,uBAAuB,EACvBC,cAAc,EACdC,eAAe,QACV,eAAc;AACrB,OAAOC,oBAEA,wEAAuE;AAC9E,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAEEC,YAAY,EACZC,kBAAkB,QACb,iCAAgC;AACvC,SAASC,MAAM,EAAEC,KAAK,QAAQ,gBAAe;AAC7C,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,mBAAmB,QAAQ,6BAAyB;AAE7D,uDAAuD,GACvD,MAAMC,4BAA4B;IAAC;CAAoB;AAEvD,0EAA0E,GAC1E,OAAO,MAAMC,6BACX,gFAA+E;AAEjF;;;;;;;;CAQC,GACD,OAAO,SAASC,kBACdC,IAAgD,EAChDC,OAAwC;IAExC,MAAMC,SAAS,IAAIC,IAAIF,QAAQG,GAAG,CAAC,CAACC,SAAW;YAACA,OAAOC,KAAK;YAAED,OAAOE,KAAK;SAAC;IAC3E,OAAOzB,gBAAgBkB,MACpBI,GAAG,CAAC,CAACI,KAAON,OAAOO,GAAG,CAACD,KACvBE,MAAM,CAAC,CAACC,OAAyBC,QAAQD;AAC9C;AA2BA;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASE,kBAAkBC,KAA6B;IAC7D,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAEhB,IAAI,EAAEiB,UAAU,EAAEC,SAAS,EAAEjB,OAAO,EAAEkB,YAAY,EAAEC,OAAO,EAAE,GAAGN;IACxF,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEO,KAAK,EAAE,GAAG1B,YAAY;QAAEoB;IAAO;IACvC,MAAMO,YAAYpC;IAClB,MAAM,EAAEqC,eAAe,EAAE,GAAGtC;IAC5B,MAAMuC,SAAS1C,gBAAgBkB;IAC/B,MAAM,CAACyB,UAAUC,YAAY,GAAGhC,SAAmB8B;IACnD,MAAM,CAACG,OAAOC,SAAS,GAAGlC,SAAS;IACnC,MAAM,CAACmC,QAAQC,UAAU,GAAGpC,SAAS;IACrC,wEAAwE;IACxE,wEAAwE;IACxE,4DAA4D;IAC5D,MAAMqC,YAAYP,OAAOQ,IAAI,CAAC;IAC9BvC,UAAU;QACR,IAAI,CAACkC,OAAOD,YAAYF;IACxB,uDAAuD;IACzD,GAAG;QAACO;QAAWJ;KAAM;IAErB,MAAMM,YAAYtD,4BAA4B6C,QAAQC;IACtD,MAAMS,QAAQf,gBAAgB,CAAClB,QAAQkC,MAAM;IAE7C,MAAMC,OAAO;QACX,IAAIH,WAAW;QACf,IAAI,CAACZ,OAAO;YACVE,gBAAgB,yDAAyD;gBACvEc,SAAS;gBACTC,SAAS;YACX;YACA;QACF;QACAR,UAAU;QACV,MAAMS,OAAO3D,wBAAwB6C;QACrC,MAAMe,UAAU,MAAMrD,mBACpB;YAAEsD,SAAS;YAAQvB;YAAWwB,YAAYzB,eAAe;QAAQ,GACjE;YACE,MAAMzB,UAAUF,IAAIgC,WAAW,QAAQD,OAAO,SAASL,SAAS;gBAC9D2B,aAAaJ;eAGV3C,oBAAoB,SAASI,MAAM;gBAAE2C,aAAaJ;YAAK,GAAG1C;gBAC7D+C,WAAWrD;;QAEf;QAEFuC,UAAU;QACV,IAAI,CAACU,QAAQK,EAAE,EAAE;gBACCL;YAAhBjB,iBAAgBiB,mBAAAA,QAAQM,OAAO,YAAfN,mBAAmB,kCAAkC;gBAAEH,SAAS;YAAU;YAC1F;QACF;QACAT,SAAS;QACTL,gBAAgB,gBAAgB;YAAEc,SAAS;YAAWC,SAAS;QAAM;QACrElB,2BAAAA,QAAU;YACR2B,OAAOR,KAAK7B,MAAM,CAAC,CAACF,KAAO,CAACgB,OAAOwB,QAAQ,CAACxC;YAC5CyC,SAASzB,OAAOd,MAAM,CAAC,CAACF,KAAO,CAAC+B,KAAKS,QAAQ,CAACxC;QAChD;IACF;IAEA,qBACE,KAACxB;QACCkE,QAAQ;QACRC,MAAMtE,eAAe,YAAY;YAAEuE,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,QAAQtB,QAAQ,qBACd,KAAC9C;gBACCqE,MAAK;gBACLpB,SAAQ;gBACRqB,UAAU7B,UAAUI;gBACpB0B,SAAS,IAAM,KAAKvB,OAAOwB,KAAK,CAAC,CAACC;wBAChCC,QAAQD,KAAK,CAACA;wBACdtC,gBACEsC,iBAAiBE,SAASF,MAAMf,OAAO,GAAGe,MAAMf,OAAO,GAAG,yBAC1D;4BAAET,SAAS;4BAAS2B,gBAAgB;wBAAK;wBAE3ClC,UAAU;oBACZ;0BAECD,SAAS,YAAY;;QAG5B;kBAEA,cAAA,KAACxC;YAAM4E,SAAS;sBACd,cAAA,KAAClF;gBACCkB,SAASA;gBACTK,OAAOmB;gBACPyC,UAAU,CAAC3B;oBACTb,YAAYa;oBACZX,SAAS;gBACX;gBACArB,OAAM;gBACN4D,YAAYrE;gBACZ4D,UAAU7B;gBACVK,OAAOA;gBACPkC,WAAU;;;;AAKpB;AACAvD,kBAAkBwD,WAAW,GAAG;AAEhC,eAAexD,kBAAiB"}

package/src/lib/components/lead-properties-card.d.ts

@@ -70,15 +70,23 @@ export interface LeadPropertiesCardProps {
  * What the team knows and decides about a lead: status, owner, notes, and
  * the identity and consent the capture recorded (AGL-2608).
  *
+ * Two cards. The record's header carries the identity, the status and owner,
+ * the consent the capture recorded and the record's actions. **Details**
+ * under it carries the profile, the org's own lead fields under **More
+ * fields**, and the notes — one card with one Save in its header, the way
+ * Salesforce keeps a record's standard and custom fields in one Details
+ * section.
+ *
  * Status and owner are single-field client writes — the rules let a site
  * admin, editor or author update `hosts/{hostId}/leads`, and a one-field
- * `update` cannot roll anything else back. Notes are a text field seeded
- * from the document, so that save goes through `writeGuardedBySeed`: a draft
- * edited over a cached read would otherwise overwrite a newer note with an
- * older one plus a sentence.
+ * `update` cannot roll anything else back. The details are drafts seeded
+ * from the document, so their save goes through `writeGuardedBySeed`: a
+ * draft edited over a cached read would otherwise overwrite a newer note or
+ * profile with an older one.
  *
- * Converted leads are read-only here. Their status is the conversion, and
- * the actions become links to what the conversion made.
+ * Converted leads are read-only here, but for the notes. Their status is the
+ * conversion, and the header's actions become links to what the conversion
+ * made.
  */
 export declare function LeadPropertiesCard(props: LeadPropertiesCardProps): import("react").JSX.Element;
 export declare namespace LeadPropertiesCard {