npm - @aglyn/plugins-crm - Versions diffs - 1.0.0-beta.200 → 1.0.0-beta.202 - Mend

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

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1	- {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-properties-card.tsx"],"sourcesContent":["/*\n @license\n * Copyright 2026 Aglyn LLC\n \n Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n \n http://www.apache.org/licenses/LICENSE-2.0\n \n Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n /\n'use client'\n\nimport as Aglyn from '@aglyn/aglyn'\nimport type {\n AglynOrgBilling,\n ConsentGroup,\n CrmLeadFields,\n CrmLeadProfilePatch,\n CrmLeadStatus,\n} from '@aglyn/aglyn'\nimport { mdiAccountCancelOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n type FirestoreDocStatus,\n useFirestore,\n writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n Alert,\n Button,\n FormControl,\n InputLabel,\n MenuItem,\n Select,\n Stack,\n TextField,\n Tooltip,\n Typography,\n} from '@mui/material'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useId, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport {\n crmCustomDraftChanges,\n type CrmCustomDraft,\n crmCustomDraftMissingRequired,\n crmCustomDraftValue,\n crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n addressDraftFrom,\n ContactAddressFields,\n type AddressDraft,\n} from './contact-address-fields'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadSourceSelect } from './lead-source-select'\nimport { LeadStatusChip } from './lead-status-chip'\nimport { crmClientListFields, CRM_CLIENT_SEARCH_FIELDS } from '../model/crm-list-query'\n\n/** The Leads list's fields a profile save rewrites; the verdict key is the server's. /\nconst LEAD_CLIENT_LIST_FIELDS = [...CRM_CLIENT_SEARCH_FIELDS, 'leadSourceKey'] as const\n\nconst NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX\nconst TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX\n\n/* The profile as the form holds it: every field a string, the address a draft. /\ninterface ProfileDraft {\n company: string\n jobTitle: string\n phone: string\n website: string\n leadSource: string\n tags: string\n address: AddressDraft\n}\n\n/* The stored profile as a draft the fields can edit. /\nfunction profileDraftFrom(lead: Record<string, unknown> & CrmLeadFields): ProfileDraft {\n return {\n company: String(lead.company ?? ''),\n jobTitle: String(lead.jobTitle ?? ''),\n phone: String(lead.phone ?? lead['phone'] ?? ''),\n website: String(lead.website ?? ''),\n leadSource: String(lead.leadSource ?? ''),\n tags: (lead.tags ?? []).join(', '),\n address: addressDraftFrom(lead.address ?? null),\n }\n}\n\n/* The patch as the document takes it: a cleared field is deleted, not blanked. /\nfunction profileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n const write: Record<string, unknown> = {}\n for (const [key, value] of Object.entries(patch)) {\n if (value === undefined) continue\n write[key] = value === null ? deleteField() : value\n }\n return write\n}\n\n/\n Why Convert is refused while an erasure waits on the person — the same\n * sentence shape the overflow's items carry, so the two read as one state.\n /\nexport const CONVERT_PENDING_ERASURE_REASON = 'An erasure is pending for this person'\n\n/* A label over a value — the record page's one row shape. /\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n return (\n <Stack spacing={0.25}>\n <Typography variant=\"caption\" color=\"text.secondary\">\n {props.label}\n </Typography>\n <Typography variant=\"body2\" component=\"div\">\n {props.children}\n </Typography>\n </Stack>\n )\n}\n\nexport interface LeadPropertiesCardProps {\n /\n The site this lead is acted on as — the mounted one, or at the\n * organization level the lead's own first capturing site (AGL-3278).\n * `null` for a lead no site has captured: the booking door, the call and\n * the email close, because each of them is one site's to offer.\n /\n hostId: string \| null\n /\n The group the consent basis is read against (AGL-3278): the site's own\n * declared group, resolved by the page. Not `soloConsentGroup(hostId)`,\n * which is what this card used to spell and which cannot see a refusal\n * recorded against a sibling brand — three sites presenting as one sender\n * are one sender to the person unsubscribing from them.\n /\n consentGroup: ConsentGroup\n /\n The org the site belongs to, as the page already resolved it — the\n * custom lead fields are ORG-wide (AGL-3272), and a second lookup here\n * would be one more read per record page for an answer already in hand.\n /\n orgId: string \| null\n leadId: string\n lead: Record<string, unknown> & CrmLeadFields\n leadStatus: FirestoreDocStatus\n /* The listener has not confirmed this document with the server yet. /\n fromCache: boolean\n basePath: string\n roster: OrgMemberOptions\n onConvert: () => void\n onUnqualify: () => void\n /\n Items the page adds to the overflow beside Unqualify — the privacy\n * erasure (AGL-2623) lives on the page, because it needs the workspace\n * role and the API, and this card owns the header it must appear in.\n /\n extraMenuItems?: RowActionsMenuItem[]\n /* What the page shows above the facts — the erasure-pending state. /\n banner?: React.ReactNode\n /\n Chips the page adds after the owner — the campaigns the lead is filed\n * under (AGL-3274), named from the containers the page reads once for\n * this header and the Campaigns card below it.\n /\n extraChips?: React.ReactNode\n /\n An erasure request is waiting on this person (AGL-2623). Convert stays\n * on the page but is refused with the reason, the way the overflow's items\n * are: a conversion filed now would reach the capture door only to be\n * refused there, and the lead itself goes when the request runs.\n /\n erasurePending?: boolean\n /\n The org the shell passed: the booking door reads whether the lead's site\n * runs Bookings and whether the plan is entitled to it (AGL-2660), and a\n * logged call reads the activity scope it belongs in (AGL-2661).\n /\n org?: Partial<AglynOrgBilling> \| null\n}\n\n/\n What the team knows and decides about a lead: status, owner, notes, and\n * the identity and consent the capture recorded (AGL-2608).\n \n Status and owner are single-field client writes — the rules let a site\n * admin, editor or author update `hosts/{hostId}/leads`, and a one-field\n * `update` cannot roll anything else back. Notes are a text field seeded\n * from the document, so that save goes through `writeGuardedBySeed`: a draft\n * edited over a cached read would otherwise overwrite a newer note with an\n * older one plus a sentence.\n \n Converted leads are read-only here. Their status is the conversion, and\n * the actions become links to what the conversion made.\n /\nexport function LeadPropertiesCard(props: LeadPropertiesCardProps) {\n const {\n hostId,\n consentGroup,\n orgId,\n leadId,\n lead,\n leadStatus,\n fromCache,\n basePath,\n roster,\n onConvert,\n onUnqualify,\n extraMenuItems = [],\n banner,\n extraChips,\n erasurePending = false,\n org,\n } = props\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const routes = crmRoutes(basePath)\n /\n * Built at USE, not at render (AGL-3275). A lead is an org row, so the org\n * has to be known to address one — and `orgId` is null while the lookup\n * settles. Composing a ref from that null throws during render, which the\n * page shows as a 500 rather than as a card still loading.\n /\n const refFor = () => (orgId ? doc(firestore, 'orgs', orgId, 'leads', leadId) : null)\n const status = Aglyn.crmLeadStatus(lead)\n const converted = Boolean(lead.convertedContactId)\n const open = Aglyn.isCrmLeadOpen(lead) && !converted\n // The last verdict on the address (AGL-3245), as the platform stamped it.\n const emailState = Aglyn.readEmailState(lead)\n /* What a capture that took a number left on the document (AGL-2661). /\n const leadPhone = String(lead['phone'] ?? '').trim()\n\n const [notes, setNotes] = useState(String(lead.notes ?? ''))\n // The label's id, so the status combobox is named \"Status\" rather than\n // after the status it shows — see `LeadOwnerSelect`.\n const statusLabelId = useId()\n const [notesDirty, setNotesDirty] = useState(false)\n const [savingNotes, setSavingNotes] = useState(false)\n /\n * THE LEAD'S OWN PROFILE (AGL-3231) — company, title, phone, website,\n * address, tags, lead source — edited as one block with one Save, the\n * way the contact's Properties card saves. Seeded from the document and\n * guarded on save like the notes: a draft edited over a cached read must\n * not overwrite a newer profile with an older one.\n /\n const [profile, setProfile] = useState<ProfileDraft>(() => profileDraftFrom(lead))\n const [profileDirty, setProfileDirty] = useState(false)\n const [savingProfile, setSavingProfile] = useState(false)\n const [profileErrors, setProfileErrors] = useState<Record<string, string>>({})\n useEffect(() => {\n if (!profileDirty) setProfile(profileDraftFrom(lead))\n // The draft follows the document until it is edited; the fields are\n // read one by one so a change to any of them reseeds.\n }, [\n profileDirty,\n lead.company,\n lead.jobTitle,\n lead.phone,\n lead.website,\n lead.leadSource,\n lead.tags,\n lead.address,\n ])\n /\n * THE ORG'S OWN LEAD FIELDS (AGL-3272), edited under the same Save as\n * the profile: one button over one card, so a person filling a lead in\n * does not have to find two.\n \n The draft holds only the keys the reader touched, and Save writes the\n * difference as dotted paths — a `custom` map written whole would take\n * out every key this card did not show, which is what a retired field's\n * values and an integration's writes sit under.\n /\n const fields = useContactFieldDefinitions(orgId, 'lead')\n // The org's lead source values (AGL-3298), for the select below.\n const leadSources = useLeadSourcePicklist(orgId)\n const storedCustom = useMemo(() => lead.custom ?? {}, [lead.custom])\n const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n const editProfile = <K extends keyof ProfileDraft>(key: K, value: ProfileDraft[K]) => {\n setProfile((current) => ({ ...current, [key]: value }))\n setProfileDirty(true)\n }\n // A newer note from the server replaces an UNEDITED draft; an edited one is\n // the reader's, and the guard on save decides whether it may land.\n useEffect(() => {\n if (!notesDirty) setNotes(String(lead.notes ?? ''))\n }, [lead.notes, notesDirty])\n\n const write = async (fields: Record<string, unknown>, done: string) => {\n try {\n const ref = refFor()\n if (!ref) {\n enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n variant: 'warning',\n persist: false,\n })\n return\n }\n await updateDoc(ref, { ...fields, updatedAt: serverTimestamp() })\n enqueueSnackbar(done, { variant: 'success', persist: false })\n } catch (error) {\n enqueueSnackbar(\n error instanceof Error ? error.message : 'The lead could not be updated.',\n { variant: 'error' },\n )\n }\n }\n\n const saveNotes = async () => {\n setSavingNotes(true)\n const verdict = await writeGuardedBySeed(\n { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n () => write({ notes: notes.trim().slice(0, NOTES_MAX) }, 'Notes saved'),\n )\n setSavingNotes(false)\n if (!verdict.ok) {\n enqueueSnackbar(verdict.message ?? 'The notes could not be saved.', {\n variant: 'warning',\n })\n return\n }\n setNotesDirty(false)\n }\n\n /\n * What Save is offered for: a profile field edited, or a custom value\n * that differs from the stored map. Touched-and-put-back does not count\n * — the draft keeps the key either way, and a Save that wrote nothing\n * would still bump `updatedAt`.\n /\n const dirty =\n profileDirty \|\| crmCustomDraftChanges(storedCustom, custom).length > 0\n\n const saveProfile = async () => {\n const { patch, errors } = Aglyn.normalizeCrmLeadProfile({\n company: profile.company,\n jobTitle: profile.jobTitle,\n phone: profile.phone,\n website: profile.website,\n leadSource: profile.leadSource,\n tags: profile.tags,\n address: profile.address,\n })\n setProfileErrors(errors)\n if (Object.keys(errors).length) return\n /\n * A required field the reader CLEARED is refused; one the lead has\n * always lacked is not this save's to demand, or a field added after\n * the lead was captured would block every later edit to its company.\n /\n const missing = crmCustomDraftMissingRequired(\n fields.active,\n storedCustom,\n custom,\n 'edit',\n )\n if (missing.length) {\n enqueueSnackbar(`${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`, {\n variant: 'warning',\n })\n return\n }\n setSavingProfile(true)\n const verdict = await writeGuardedBySeed(\n { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n () => {\n const profileFields = profileWrite(patch)\n return write(\n {\n ...profileFields,\n ...crmCustomDraftWrites(storedCustom, custom),\n // The company, title, tags and lead source are what the Leads\n // list searches and filters by (AGL-3321).\n ...crmClientListFields('leads', lead, profileFields, LEAD_CLIENT_LIST_FIELDS),\n },\n 'Lead saved',\n )\n },\n )\n setSavingProfile(false)\n if (!verdict.ok) {\n enqueueSnackbar(verdict.message ?? 'The lead could not be saved.', {\n variant: 'warning',\n })\n return\n }\n setProfileDirty(false)\n // The draft is spent: what it held is stored, and the controls read\n // the document again.\n setCustom({})\n }\n\n const consent = Aglyn.readMarketingBasis(lead, consentGroup)\n const consentLine =\n consent.basis === 'granted'\n ? `Opted in to marketing${\n consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''\n }`\n : consent.basis === 'declined'\n ? 'Declined marketing'\n : 'No marketing consent recorded — this lead cannot be emailed marketing'\n\n return (\n <CrmRecordHeader\n kind=\"Lead\"\n title={String(lead['name'] \|\| lead['email'] \|\| leadId)}\n // The name is the heading; the address is the one line under it,\n // unless the address IS the name, in which case there is no second fact.\n subtitle={lead['name'] ? String(lead['email'] ?? '') : undefined}\n help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#working-a-lead-from-the-row' })}\n backHref={routes.section('leads')}\n backLabel=\"Back to leads\"\n // The booking door (AGL-2660), while the lead is still the record\n // being worked: once converted, the contact is where a meeting is\n // booked from, and the links below lead there.\n booking={converted ? undefined : { hostId, org, kind: 'lead', recordId: leadId }}\n actions={\n <>\n {converted ? null : erasurePending ? (\n <Tooltip title={CONVERT_PENDING_ERASURE_REASON}>\n {/ A disabled button receives no pointer events, so the\n tooltip anchors on the span around it. /}\n <span>\n <Button size=\"small\" variant=\"contained\" disabled>\n {'Convert'}\n </Button>\n </span>\n </Tooltip>\n ) : (\n <Button size=\"small\" variant=\"contained\" onClick={onConvert}>\n {'Convert'}\n </Button>\n )}\n {/ Dial the number the capture carried, and log the call (AGL-2661). /}\n <CrmCallButton\n hostId={hostId}\n org={org}\n link={{ leadId }}\n phone={leadPhone}\n />\n <CrmSendEmailButton\n hostId={hostId}\n leadId={leadId}\n email={String(lead['email'] ?? '')}\n name={String(lead['name'] ?? '')}\n emailState={emailState}\n />\n </>\n }\n menuItems={[\n ...(open\n ? [\n {\n key: 'unqualify',\n label: 'Unqualify',\n icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n destructive: true,\n onClick: onUnqualify,\n } satisfies RowActionsMenuItem,\n ]\n : []),\n ...extraMenuItems,\n ]}\n chips={\n <>\n <LeadStatusChip lead={lead} />\n {/ The verdict on the address (AGL-3245), beside the status: a\n bounce does not move New or Working, but it is the first\n thing a person deciding whether to write must see. /}\n <CrmEmailStateChip state={emailState} />\n <CrmRecordChip\n label=\"Owner\"\n value={lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined}\n />\n {extraChips}\n </>\n }\n >\n <Stack spacing={3}>\n {banner}\n {/\n Only when the capture carried one (AGL-2661): the sign-up and\n booking doors write no phone, so a row for every lead would be a\n permanent blank. A form that captures one fills this.\n /}\n {leadPhone ? (\n <Fact label=\"Phone\">\n <CrmPhoneLink phone={leadPhone} />\n </Fact>\n ) : null}\n <Fact label=\"Marketing consent\">{consentLine}</Fact>\n <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n {converted ? (\n <Fact label=\"Status\">\n <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n <LeadStatusChip lead={lead} />\n <Typography variant=\"body2\" color=\"text.secondary\">\n {lead.convertedAtMs\n ? `Converted ${new Date(lead.convertedAtMs).toLocaleString()}`\n : 'Converted'}\n </Typography>\n </Stack>\n </Fact>\n ) : (\n <FormControl size=\"small\" sx={{ minWidth: 200 }}>\n <InputLabel id={statusLabelId}>{'Status'}</InputLabel>\n <Select\n labelId={statusLabelId}\n label=\"Status\"\n value={status === 'unqualified' ? 'unqualified' : status}\n onChange={(event) => {\n const next = String(event.target.value) as CrmLeadStatus\n if (next === 'unqualified') {\n onUnqualify()\n return\n }\n // Reopening drops the reason with the closed state: a lead\n // being worked again is not \"unqualified because …\".\n void write(\n {\n status: next,\n ...(status === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n },\n 'Status updated',\n )\n }}\n >\n <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n <MenuItem value=\"working\">{Aglyn.CRM_LEAD_STATUS_LABELS.working}</MenuItem>\n <MenuItem value=\"unqualified\">\n {`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}\n </MenuItem>\n </Select>\n </FormControl>\n )}\n <LeadOwnerSelect\n value={lead.ownerUid}\n roster={roster}\n fullWidth={false}\n onChange={(uid) =>\n void write({ ownerUid: uid \|\| deleteField() }, uid ? 'Owner assigned' : 'Owner cleared')\n }\n />\n </Stack>\n {status === 'unqualified' && lead.unqualifiedReason ? (\n <Alert severity=\"info\">{`Unqualified: ${lead.unqualifiedReason}`}</Alert>\n ) : null}\n {converted ? (\n <Stack direction=\"row\" spacing={1} sx={{ flexWrap: 'wrap', rowGap: 1 }}>\n <Button\n component={AppLink as any}\n {...({ componentVariant: 'naked', nativeButton: false } as any)}\n href={routes.contact(String(lead.convertedContactId))}\n size=\"small\"\n variant=\"outlined\"\n >\n {'Open contact'}\n </Button>\n {lead.companyId ? (\n <Button\n component={AppLink as any}\n {...({ componentVariant: 'naked', nativeButton: false } as any)}\n href={routes.company(lead.companyId)}\n size=\"small\"\n variant=\"outlined\"\n >\n {'Open company'}\n </Button>\n ) : null}\n {lead.dealId ? (\n <Button\n component={AppLink as any}\n {...({ componentVariant: 'naked', nativeButton: false } as any)}\n href={routes.deal(lead.dealId)}\n size=\"small\"\n variant=\"outlined\"\n >\n {'Open deal'}\n </Button>\n ) : null}\n </Stack>\n ) : null}\n {/\n The profile (AGL-3231): what Salesforce keeps on a lead and hands\n to the contact and the account on convert. Read-only once\n converted — the contact is the record then, and the links above\n lead there.\n /}\n <Stack spacing={2}>\n <Typography variant=\"subtitle2\">{'Profile'}</Typography>\n <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n <TextField\n size=\"small\"\n label=\"Company\"\n value={profile.company}\n onChange={(event) => editProfile('company', event.target.value)}\n disabled={converted}\n slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n fullWidth\n />\n <TextField\n size=\"small\"\n label=\"Job title\"\n value={profile.jobTitle}\n onChange={(event) => editProfile('jobTitle', event.target.value)}\n disabled={converted}\n slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n fullWidth\n />\n </Stack>\n <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n <TextField\n size=\"small\"\n label=\"Phone\"\n value={profile.phone}\n onChange={(event) => editProfile('phone', event.target.value)}\n disabled={converted}\n error={Boolean(profileErrors['phone'])}\n helperText={profileErrors['phone'] \|\| 'With the country code, like +1 512 555 0107'}\n fullWidth\n />\n <TextField\n size=\"small\"\n label=\"Website\"\n value={profile.website}\n onChange={(event) => editProfile('website', event.target.value)}\n disabled={converted}\n error={Boolean(profileErrors['website'])}\n helperText={profileErrors['website'] \|\| 'Like acme.com'}\n fullWidth\n />\n </Stack>\n <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n {/ The org's own values (AGL-3298); the stored one stays shown when the list no longer offers it. /}\n <LeadSourceSelect\n picklist={leadSources.picklist}\n value={profile.leadSource}\n stored={String(lead.leadSource ?? '')}\n onChange={(label) => editProfile('leadSource', label)}\n disabled={converted}\n />\n <TextField\n size=\"small\"\n label=\"Tags\"\n value={profile.tags}\n onChange={(event) => editProfile('tags', event.target.value)}\n disabled={converted}\n helperText=\"Comma-separated\"\n fullWidth\n />\n </Stack>\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'Address'}\n </Typography>\n <ContactAddressFields\n value={profile.address}\n onChange={(next) => editProfile('address', next)}\n disabled={converted}\n />\n {/\n The org's own lead fields (AGL-3272), under the profile because\n they describe the same record and save with it. A converted\n lead's are read-only with the rest of the card.\n */}\n {fields.active.length ? (\n <>\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'Custom fields'}\n </Typography>\n {fields.active.map((definition) => (\n <CrmCustomFieldControl\n key={definition.$id}\n definition={definition}\n value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n onChange={(value) =>\n setCustom((current) => ({ ...current, [definition.key]: value }))\n }\n disabled={converted \|\| savingProfile}\n />\n ))}\n </>\n ) : null}\n {converted ? null : (\n <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n <Button\n size=\"small\"\n variant=\"contained\"\n onClick={() => void saveProfile()}\n disabled={!dirty \|\| savingProfile}\n >\n {'Save'}\n </Button>\n </Stack>\n )}\n </Stack>\n <Stack spacing={1}>\n <TextField\n size=\"small\"\n label=\"Notes\"\n value={notes}\n onChange={(event) => {\n setNotes(event.target.value)\n setNotesDirty(true)\n }}\n multiline\n minRows={3}\n fullWidth\n slotProps={{ htmlInput: { maxLength: NOTES_MAX } }}\n />\n <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n <Button\n size=\"small\"\n variant=\"contained\"\n onClick={() => void saveNotes()}\n disabled={!notesDirty \|\| savingNotes}\n >\n {'Save notes'}\n </Button>\n </Stack>\n </Stack>\n </Stack>\n </CrmRecordHeader>\n )\n}\nLeadPropertiesCard.displayName = 'LeadPropertiesCard'\n\nexport default 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1	+ {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-properties-card.tsx"],"sourcesContent":["/*\n @license\n * Copyright 2026 Aglyn LLC\n \n Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n \n http://www.apache.org/licenses/LICENSE-2.0\n \n Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n /\n'use client'\n\nimport as Aglyn from '@aglyn/aglyn'\nimport type {\n AglynOrgBilling,\n ConsentGroup,\n CrmLeadFields,\n CrmLeadProfilePatch,\n CrmLeadStatus,\n} from '@aglyn/aglyn'\nimport { mdiAccountCancelOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n type FirestoreDocStatus,\n useFirestore,\n writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n Alert,\n Button,\n FormControl,\n InputLabel,\n MenuItem,\n Select,\n Stack,\n TextField,\n Tooltip,\n Typography,\n} from '@mui/material'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useId, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport {\n crmCustomDraftChanges,\n type CrmCustomDraft,\n crmCustomDraftMissingRequired,\n crmCustomDraftValue,\n crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n addressDraftFrom,\n ContactAddressFields,\n type AddressDraft,\n} from './contact-address-fields'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadSourceSelect } from './lead-source-select'\nimport { LeadStatusChip } from './lead-status-chip'\nimport { crmClientListFields, CRM_CLIENT_SEARCH_FIELDS } from '../model/crm-list-query'\n\n/** The Leads list's fields a profile save rewrites; the verdict key is the server's. /\nconst LEAD_CLIENT_LIST_FIELDS = [...CRM_CLIENT_SEARCH_FIELDS, 'leadSourceKey'] as const\n\nconst NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX\nconst TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX\n\n/* The profile as the form holds it: every field a string, the address a draft. /\ninterface ProfileDraft {\n company: string\n jobTitle: string\n phone: string\n website: string\n leadSource: string\n tags: string\n address: AddressDraft\n}\n\n/* The stored profile as a draft the fields can edit. /\nfunction profileDraftFrom(lead: Record<string, unknown> & CrmLeadFields): ProfileDraft {\n return {\n company: String(lead.company ?? ''),\n jobTitle: String(lead.jobTitle ?? ''),\n phone: String(lead.phone ?? lead['phone'] ?? ''),\n website: String(lead.website ?? ''),\n leadSource: String(lead.leadSource ?? ''),\n tags: (lead.tags ?? []).join(', '),\n address: addressDraftFrom(lead.address ?? null),\n }\n}\n\n/* The patch as the document takes it: a cleared field is deleted, not blanked. /\nfunction profileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n const write: Record<string, unknown> = {}\n for (const [key, value] of Object.entries(patch)) {\n if (value === undefined) continue\n write[key] = value === null ? deleteField() : value\n }\n return write\n}\n\n/\n Why Convert is refused while an erasure waits on the person — the same\n * sentence shape the overflow's items carry, so the two read as one state.\n /\nexport const CONVERT_PENDING_ERASURE_REASON = 'An erasure is pending for this person'\n\n/* A label over a value — the record page's one row shape. /\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n return (\n <Stack spacing={0.25}>\n <Typography variant=\"caption\" color=\"text.secondary\">\n {props.label}\n </Typography>\n <Typography variant=\"body2\" component=\"div\">\n {props.children}\n </Typography>\n </Stack>\n )\n}\n\nexport interface LeadPropertiesCardProps {\n /\n The site this lead is acted on as — the mounted one, or at the\n * organization level the lead's own first capturing site (AGL-3278).\n * `null` for a lead no site has captured: the booking door, the call and\n * the email close, because each of them is one site's to offer.\n /\n hostId: string \| null\n /\n The group the consent basis is read against (AGL-3278): the site's own\n * declared group, resolved by the page. Not `soloConsentGroup(hostId)`,\n * which is what this card used to spell and which cannot see a refusal\n * recorded against a sibling brand — three sites presenting as one sender\n * are one sender to the person unsubscribing from them.\n /\n consentGroup: ConsentGroup\n /\n The org the site belongs to, as the page already resolved it — the\n * custom lead fields are ORG-wide (AGL-3272), and a second lookup here\n * would be one more read per record page for an answer already in hand.\n /\n orgId: string \| null\n leadId: string\n lead: Record<string, unknown> & CrmLeadFields\n leadStatus: FirestoreDocStatus\n /* The listener has not confirmed this document with the server yet. /\n fromCache: boolean\n basePath: string\n roster: OrgMemberOptions\n onConvert: () => void\n onUnqualify: () => void\n /\n Items the page adds to the overflow beside Unqualify — the privacy\n * erasure (AGL-2623) lives on the page, because it needs the workspace\n * role and the API, and this card owns the header it must appear in.\n /\n extraMenuItems?: RowActionsMenuItem[]\n /* What the page shows above the facts — the erasure-pending state. /\n banner?: React.ReactNode\n /\n Chips the page adds after the owner — the campaigns the lead is filed\n * under (AGL-3274), named from the containers the page reads once for\n * this header and the Campaigns card below it.\n /\n extraChips?: React.ReactNode\n /\n An erasure request is waiting on this person (AGL-2623). Convert stays\n * on the page but is refused with the reason, the way the overflow's items\n * are: a conversion filed now would reach the capture door only to be\n * refused there, and the lead itself goes when the request runs.\n /\n erasurePending?: boolean\n /\n The org the shell passed: the booking door reads whether the lead's site\n * runs Bookings and whether the plan is entitled to it (AGL-2660), and a\n * logged call reads the activity scope it belongs in (AGL-2661).\n /\n org?: Partial<AglynOrgBilling> \| null\n}\n\n/\n What the team knows and decides about a lead: status, owner, notes, and\n * the identity and consent the capture recorded (AGL-2608).\n \n Two cards. The record's header carries the identity, the status and owner,\n * the consent the capture recorded and the record's actions. Details\n * under it carries the profile, the org's own lead fields under *More\n fields*, and the notes — one card with one Save in its header, the way\n Salesforce keeps a record's standard and custom fields in one Details\n * section.\n \n Status and owner are single-field client writes — the rules let a site\n * admin, editor or author update `hosts/{hostId}/leads`, and a one-field\n * `update` cannot roll anything else back. The details are drafts seeded\n * from the document, so their save goes through `writeGuardedBySeed`: a\n * draft edited over a cached read would otherwise overwrite a newer note or\n * profile with an older one.\n \n Converted leads are read-only here, but for the notes. Their status is the\n * conversion, and the header's actions become links to what the conversion\n * made.\n /\nexport function LeadPropertiesCard(props: LeadPropertiesCardProps) {\n const {\n hostId,\n consentGroup,\n orgId,\n leadId,\n lead,\n leadStatus,\n fromCache,\n basePath,\n roster,\n onConvert,\n onUnqualify,\n extraMenuItems = [],\n banner,\n extraChips,\n erasurePending = false,\n org,\n } = props\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const routes = crmRoutes(basePath)\n /\n * Built at USE, not at render (AGL-3275). A lead is an org row, so the org\n * has to be known to address one — and `orgId` is null while the lookup\n * settles. Composing a ref from that null throws during render, which the\n * page shows as a 500 rather than as a card still loading.\n /\n const refFor = () => (orgId ? doc(firestore, 'orgs', orgId, 'leads', leadId) : null)\n const status = Aglyn.crmLeadStatus(lead)\n const converted = Boolean(lead.convertedContactId)\n const open = Aglyn.isCrmLeadOpen(lead) && !converted\n // The last verdict on the address (AGL-3245), as the platform stamped it.\n const emailState = Aglyn.readEmailState(lead)\n /* What a capture that took a number left on the document (AGL-2661). /\n const leadPhone = String(lead['phone'] ?? '').trim()\n\n const [notes, setNotes] = useState(String(lead.notes ?? ''))\n // The label's id, so the status combobox is named \"Status\" rather than\n // after the status it shows — see `LeadOwnerSelect`.\n const statusLabelId = useId()\n const [notesDirty, setNotesDirty] = useState(false)\n /\n * THE LEAD'S OWN PROFILE (AGL-3231) — company, title, phone, website,\n * address, tags, lead source — edited in the Details card with the notes\n * and the custom fields, under one Save, the way the contact's Properties\n * card saves. Seeded from the document and guarded on save: a draft\n * edited over a cached read must not overwrite a newer profile with an\n * older one.\n /\n const [profile, setProfile] = useState<ProfileDraft>(() => profileDraftFrom(lead))\n const [profileDirty, setProfileDirty] = useState(false)\n const [saving, setSaving] = useState(false)\n const [profileErrors, setProfileErrors] = useState<Record<string, string>>({})\n useEffect(() => {\n if (!profileDirty) setProfile(profileDraftFrom(lead))\n // The draft follows the document until it is edited; the fields are\n // read one by one so a change to any of them reseeds.\n }, [\n profileDirty,\n lead.company,\n lead.jobTitle,\n lead.phone,\n lead.website,\n lead.leadSource,\n lead.tags,\n lead.address,\n ])\n /\n * THE ORG'S OWN LEAD FIELDS (AGL-3272), edited under the same Save as\n * the profile: one button over one card, so a person filling a lead in\n * does not have to find two.\n \n The draft holds only the keys the reader touched, and Save writes the\n * difference as dotted paths — a `custom` map written whole would take\n * out every key this card did not show, which is what a retired field's\n * values and an integration's writes sit under.\n /\n const fields = useContactFieldDefinitions(orgId, 'lead')\n // The org's lead source values (AGL-3298), for the select below.\n const leadSources = useLeadSourcePicklist(orgId)\n const storedCustom = useMemo(() => lead.custom ?? {}, [lead.custom])\n const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n const editProfile = <K extends keyof ProfileDraft>(key: K, value: ProfileDraft[K]) => {\n setProfile((current) => ({ ...current, [key]: value }))\n setProfileDirty(true)\n }\n // A newer note from the server replaces an UNEDITED draft; an edited one is\n // the reader's, and the guard on save decides whether it may land.\n useEffect(() => {\n if (!notesDirty) setNotes(String(lead.notes ?? ''))\n }, [lead.notes, notesDirty])\n\n /* One update of the lead, and whether it landed. /\n const write = async (fields: Record<string, unknown>, done: string): Promise<boolean> => {\n try {\n const ref = refFor()\n if (!ref) {\n enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n variant: 'warning',\n persist: false,\n })\n return false\n }\n await updateDoc(ref, { ...fields, updatedAt: serverTimestamp() })\n enqueueSnackbar(done, { variant: 'success', persist: false })\n return true\n } catch (error) {\n enqueueSnackbar(\n error instanceof Error ? error.message : 'The lead could not be updated.',\n { variant: 'error' },\n )\n return false\n }\n }\n\n /\n * What Save is offered for: a profile field edited, a custom value that\n * differs from the stored map, or the notes. Touched-and-put-back does\n * not count for a custom value — the draft keeps the key either way, and\n * a Save that wrote nothing would still bump `updatedAt`.\n /\n const customChanged = crmCustomDraftChanges(storedCustom, custom).length > 0\n const dirty = profileDirty \|\| customChanged \|\| notesDirty\n\n /* Every draft back to what the document holds. /\n const discard = () => {\n setProfile(profileDraftFrom(lead))\n setProfileDirty(false)\n setProfileErrors({})\n setCustom({})\n setNotes(String(lead.notes ?? ''))\n setNotesDirty(false)\n }\n\n /\n * The Details card's one Save: the profile and the custom values while\n * the lead is open, and the notes, in one update. A converted lead's\n * profile is the contact's now, so only its notes are written.\n /\n const saveDetails = async () => {\n const update: Record<string, unknown> = {}\n if (!converted && (profileDirty \|\| customChanged)) {\n const { patch, errors } = Aglyn.normalizeCrmLeadProfile({\n company: profile.company,\n jobTitle: profile.jobTitle,\n phone: profile.phone,\n website: profile.website,\n leadSource: profile.leadSource,\n tags: profile.tags,\n address: profile.address,\n })\n setProfileErrors(errors)\n if (Object.keys(errors).length) return\n /\n * A required field the reader CLEARED is refused; one the lead has\n * always lacked is not this save's to demand, or a field added after\n * the lead was captured would block every later edit to its company.\n /\n const missing = crmCustomDraftMissingRequired(\n fields.active,\n storedCustom,\n custom,\n 'edit',\n )\n if (missing.length) {\n enqueueSnackbar(`${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`, {\n variant: 'warning',\n })\n return\n }\n const profileFields = profileWrite(patch)\n Object.assign(\n update,\n profileFields,\n crmCustomDraftWrites(storedCustom, custom),\n // The company, title, tags and lead source are what the Leads list\n // searches and filters by (AGL-3321).\n crmClientListFields('leads', lead, profileFields, LEAD_CLIENT_LIST_FIELDS),\n )\n }\n if (notesDirty) update['notes'] = notes.trim().slice(0, NOTES_MAX)\n if (!Object.keys(update).length) return\n setSaving(true)\n let landed = false\n const verdict = await writeGuardedBySeed(\n { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n async () => {\n landed = await write(update, 'Lead saved')\n },\n )\n setSaving(false)\n if (!verdict.ok) {\n enqueueSnackbar(verdict.message ?? 'The lead could not be saved.', {\n variant: 'warning',\n })\n return\n }\n if (!landed) return\n setProfileDirty(false)\n setNotesDirty(false)\n // The draft is spent: what it held is stored, and the controls read\n // the document again.\n setCustom({})\n }\n\n const consent = Aglyn.readMarketingBasis(lead, consentGroup)\n const consentLine =\n consent.basis === 'granted'\n ? `Opted in to marketing${\n consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''\n }`\n : consent.basis === 'declined'\n ? 'Declined marketing'\n : 'No marketing consent recorded — this lead cannot be emailed marketing'\n\n return (\n <>\n <CrmRecordHeader\n kind=\"Lead\"\n title={String(lead['name'] \|\| lead['email'] \|\| leadId)}\n // The name is the heading; the address is the one line under it,\n // unless the address IS the name, in which case there is no second fact.\n subtitle={lead['name'] ? String(lead['email'] ?? '') : undefined}\n help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#working-a-lead-from-the-row' })}\n backHref={routes.section('leads')}\n backLabel=\"Back to leads\"\n // The booking door (AGL-2660), while the lead is still the record\n // being worked: once converted, the contact is where a meeting is\n // booked from, and the links below lead there.\n booking={converted ? undefined : { hostId, org, kind: 'lead', recordId: leadId }}\n actions={\n <>\n {/\n Once converted, the lead's actions are the records the\n conversion made.\n /}\n {converted ? (\n <>\n <Button\n component={AppLink as any}\n {...({ componentVariant: 'naked', nativeButton: false } as any)}\n href={routes.contact(String(lead.convertedContactId))}\n size=\"small\"\n variant=\"outlined\"\n >\n {'Open contact'}\n </Button>\n {lead.companyId ? (\n <Button\n component={AppLink as any}\n {...({ componentVariant: 'naked', nativeButton: false } as any)}\n href={routes.company(lead.companyId)}\n size=\"small\"\n variant=\"outlined\"\n >\n {'Open company'}\n </Button>\n ) : null}\n {lead.dealId ? (\n <Button\n component={AppLink as any}\n {...({ componentVariant: 'naked', nativeButton: false } as any)}\n href={routes.deal(lead.dealId)}\n size=\"small\"\n variant=\"outlined\"\n >\n {'Open deal'}\n </Button>\n ) : null}\n </>\n ) : erasurePending ? (\n <Tooltip title={CONVERT_PENDING_ERASURE_REASON}>\n {/ A disabled button receives no pointer events, so the\n tooltip anchors on the span around it. /}\n <span>\n <Button size=\"small\" variant=\"contained\" disabled>\n {'Convert'}\n </Button>\n </span>\n </Tooltip>\n ) : (\n <Button size=\"small\" variant=\"contained\" onClick={onConvert}>\n {'Convert'}\n </Button>\n )}\n {/ Dial the number the capture carried, and log the call (AGL-2661). /}\n <CrmCallButton\n hostId={hostId}\n org={org}\n link={{ leadId }}\n phone={leadPhone}\n />\n <CrmSendEmailButton\n hostId={hostId}\n leadId={leadId}\n email={String(lead['email'] ?? '')}\n name={String(lead['name'] ?? '')}\n emailState={emailState}\n />\n </>\n }\n menuItems={[\n ...(open\n ? [\n {\n key: 'unqualify',\n label: 'Unqualify',\n icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n destructive: true,\n onClick: onUnqualify,\n } satisfies RowActionsMenuItem,\n ]\n : []),\n ...extraMenuItems,\n ]}\n chips={\n <>\n <LeadStatusChip lead={lead} />\n {/ The verdict on the address (AGL-3245), beside the status: a\n bounce does not move New or Working, but it is the first\n thing a person deciding whether to write must see. /}\n <CrmEmailStateChip state={emailState} />\n <CrmRecordChip\n label=\"Owner\"\n value={lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined}\n />\n {extraChips}\n </>\n }\n >\n <Stack spacing={3}>\n {banner}\n {/\n Only when the capture carried one (AGL-2661): the sign-up and\n booking doors write no phone, so a row for every lead would be a\n permanent blank. A form that captures one fills this.\n /}\n {leadPhone ? (\n <Fact label=\"Phone\">\n <CrmPhoneLink phone={leadPhone} />\n </Fact>\n ) : null}\n <Fact label=\"Marketing consent\">{consentLine}</Fact>\n <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n {converted ? (\n <Fact label=\"Status\">\n <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n <LeadStatusChip lead={lead} />\n <Typography variant=\"body2\" color=\"text.secondary\">\n {lead.convertedAtMs\n ? `Converted ${new Date(lead.convertedAtMs).toLocaleString()}`\n : 'Converted'}\n </Typography>\n </Stack>\n </Fact>\n ) : (\n <FormControl size=\"small\" sx={{ minWidth: 200 }}>\n <InputLabel id={statusLabelId}>{'Status'}</InputLabel>\n <Select\n labelId={statusLabelId}\n label=\"Status\"\n value={status === 'unqualified' ? 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package/src/lib/components/lead-surfaces-note.js CHANGED Viewed

@@ -18,7 +18,7 @@ import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-run
 import { buildRoute, Route } from "@aglyn/aglyn";
 import { AppLink } from "@aglyn/shared-ui-jsx";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
-import { useConsoleHostRoute, useFirestore, useFirestoreCollection } from "@aglyn/tenant-feature-instance";
+import { useConsoleHostRoute, useFirestore, useFirestoreCollection, usePluginApiPost } from "@aglyn/tenant-feature-instance";
 import { Button, Stack, Tooltip, Typography } from "@mui/material";
 import { collection, doc, limit, orderBy, query, serverTimestamp, updateDoc } from "firebase/firestore";
 import { useCallback, useMemo, useState } from "react";
@@ -71,6 +71,7 @@ import { LEAD_SURFACE_FORMS_WINDOW, leadSurfaceForms } from "../model/lead-surfa
  */ export function useTurnOnLeadRouting() {
     const firestore = useFirestore();
     const { enqueueSnackbar } = useSnackbar();
+    const postPluginApi = usePluginApiPost();
     const [turningOn, setTurningOn] = useState(null);
     const turnOn = useCallback(async ({ hostId, form, siteName })=>{
         if (turningOn) return;
@@ -84,6 +85,15 @@ import { LEAD_SURFACE_FORMS_WINDOW, leadSurfaceForms } from "../model/lead-surfa
                 'routing.lead': true,
                 updatedAt: serverTimestamp()
             });
+            // A lead-routing form holds `0` leads until its first (AGL-3330); the
+            // counters are the forms plugin's to write, so it recounts them —
+            // by address, since this plugin may not import that one.
+            void postPluginApi('/api/forms/stats', {
+                hostId,
+                formIds: [
+                    form.$id
+                ]
+            });
             enqueueSnackbar(`"${form.displayName}"${where} now files a lead from every submission ` + 'that carries an email address.', {
                 variant: 'success',
                 persist: false
@@ -100,7 +110,8 @@ import { LEAD_SURFACE_FORMS_WINDOW, leadSurfaceForms } from "../model/lead-surfa
     }, [
         turningOn,
         firestore,
-        enqueueSnackbar
+        enqueueSnackbar,
+        postPluginApi
     ]);
     return {
         turningOn,

package/src/lib/components/lead-surfaces-note.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-surfaces-note.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\n'use client'\n\nimport { buildRoute, Route } from '@aglyn/aglyn'\nimport { AppLink } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n useConsoleHostRoute,\n useFirestore,\n useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack, Tooltip, Typography } from '@mui/material'\nimport {\n collection,\n doc,\n limit,\n orderBy,\n query,\n serverTimestamp,\n updateDoc,\n} from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport {\n LEAD_SURFACE_FORMS_WINDOW,\n type LeadSurfaceForm,\n leadSurfaceForms,\n} from '../model/lead-surfaces'\n\nexport interface LeadSurfacesNoteProps {\n hostId: string\n}\n\n/* The always-on surfaces, named once wherever the note is drawn. /\nexport const LEAD_SURFACES_INTRO =\n 'Leads are created by bookings, forms with lead routing on, imports and New lead'\n/\n The rule that keeps one person one record (AGL-3232): a lead is the\n * whole record until it converts, and a person the workspace already holds\n * as a contact is not filed as a lead again.\n /\nexport const LEAD_SURFACES_CONTACTS_TOO =\n 'A lead is its own record until it converts into a contact. Someone who is already a contact is not filed as a lead again — their submission lands on the contact.'\n\n/* One site's forms, sorted into the two answers the note gives. /\nexport interface LeadSurfaceFormsResult {\n /* `routing.lead` is on: every submission with an address files a lead. /\n routed: LeadSurfaceForm[]\n /* The rest, each with its verdict on whether the switch may be offered. /\n unrouted: LeadSurfaceForm[]\n /* The site has more forms than the window; the lists are not the whole answer. /\n truncated: boolean\n status: ReturnType<typeof useFirestoreCollection>['status']\n}\n\n/\n The site's forms, ordered by id and bounded at one past the window — the\n * same read the Inbox's form picker makes, ordered by `__name__` because a\n * form saved without a display name would otherwise fall out of an ordered\n * query and vanish from a list about routing. Host-scoped by path, so any\n * member of the site may read it and no scope predicate is needed.\n \n One listener per call, so a note that groups several sites mounts one\n * reader per site it shows and nothing for a site it has not opened.\n /\nexport function useLeadSurfaceForms(hostId: string): LeadSurfaceFormsResult {\n const firestore = useFirestore()\n const { data: formDocs, status } = useFirestoreCollection<\n Record<string, unknown> & { $id: string }\n >(\n () =>\n query(\n collection(firestore, 'hosts', hostId, 'forms'),\n orderBy('__name__'),\n limit(LEAD_SURFACE_FORMS_WINDOW + 1),\n ),\n [firestore, hostId],\n { idField: '$id' },\n )\n return useMemo(() => {\n const forms = leadSurfaceForms(formDocs.slice(0, LEAD_SURFACE_FORMS_WINDOW))\n return {\n routed: forms.filter((form) => form.routed),\n unrouted: forms.filter((form) => !form.routed),\n truncated: formDocs.length > LEAD_SURFACE_FORMS_WINDOW,\n status,\n }\n }, [formDocs, status])\n}\n\n/* The form a switch is mid-flight on — under which site, since a form id is only unique within one. /\nexport interface LeadRoutingTarget {\n hostId: string\n formId: string\n}\n\n/\n The switch: one dotted `updateDoc` on `routing.lead`, so a dataset binding\n * beside it is untouched, under the same host-content write the form's page\n * makes. One at a time, whichever site the form is on — two switches in\n * flight would be two toasts racing for the same reader.\n \n `siteName` rides into the toast when the note shows more than one site,\n * because \"Contact now files a lead\" is an incomplete sentence to a reader\n * who can see three forms called Contact.\n /\nexport function useTurnOnLeadRouting(): {\n turningOn: LeadRoutingTarget \| null\n turnOn: (target: {\n hostId: string\n form: LeadSurfaceForm\n siteName?: string \| null\n }) => Promise<void>\n} {\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const [turningOn, setTurningOn] = useState<LeadRoutingTarget \| null>(null)\n const turnOn = useCallback(\n async ({\n hostId,\n form,\n siteName,\n }: {\n hostId: string\n form: LeadSurfaceForm\n siteName?: string \| null\n }) => {\n if (turningOn) return\n setTurningOn({ hostId, formId: form.$id })\n const where = siteName ? ` on ${siteName}` : ''\n try {\n await updateDoc(doc(firestore, 'hosts', hostId, 'forms', form.$id), {\n 'routing.lead': true,\n updatedAt: serverTimestamp(),\n })\n enqueueSnackbar(\n `\"${form.displayName}\"${where} now files a lead from every submission ` +\n 'that carries an email address.',\n { variant: 'success', persist: false },\n )\n } catch (error) {\n console.error(error)\n enqueueSnackbar(`Lead routing could not be turned on${where}.`, {\n variant: 'error',\n allowDuplicate: true,\n })\n } finally {\n setTurningOn(null)\n }\n },\n [turningOn, firestore, enqueueSnackbar],\n )\n return { turningOn, turnOn }\n}\n\n/* A form by name, linked to its own page when the console can address it. /\nexport function LeadSurfaceFormName(props: {\n form: LeadSurfaceForm\n href: string \| null\n}) {\n const { form, href } = props\n return href ? (\n <AppLink href={href}>{form.displayName}</AppLink>\n ) : (\n <span>{form.displayName}</span>\n )\n}\nLeadSurfaceFormName.displayName = 'LeadSurfaceFormName'\n\n/* The routed forms as one clause — \"A, B, and possibly more\" — for a sentence to end. /\nexport function LeadSurfaceFormList(props: {\n forms: LeadSurfaceForm[]\n truncated: boolean\n formHref: (formId: string) => string \| null\n}) {\n const { forms, truncated, formHref } = props\n return (\n <>\n {forms.map((form, index) => (\n <span key={form.$id}>\n {index ? ', ' : ''}\n <LeadSurfaceFormName form={form} href={formHref(form.$id)} />\n </span>\n ))}\n {truncated ? ', and possibly more' : ''}\n </>\n )\n}\nLeadSurfaceFormList.displayName = 'LeadSurfaceFormList'\n\n/\n \"Not routing leads:\" — every form that does not route, with the switch\n * beside the ones that could and the reason beside the ones that cannot.\n \n Offered only where `leadSurfaceForms` says the publish check would honor\n * it — a form with no email field, or one that records no consent, is\n * refused with the reason as the tooltip, because a switch that flips and\n * then fails at publish is the exact confusion this note exists to remove.\n /\nexport function UnroutedLeadSurfaces(props: {\n hostId: string\n forms: LeadSurfaceForm[]\n formHref: (formId: string) => string \| null\n turningOn: LeadRoutingTarget \| null\n onTurnOn: (form: LeadSurfaceForm) => void\n}) {\n const { hostId, forms, formHref, turningOn, onTurnOn } = props\n return (\n <Stack\n direction=\"row\"\n spacing={1}\n sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n >\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'Not routing leads:'}\n </Typography>\n {forms.map((form) => {\n const pending =\n turningOn?.hostId === hostId && turningOn.formId === form.$id\n return (\n <Stack\n key={form.$id}\n direction=\"row\"\n spacing={0.5}\n sx={{ alignItems: 'center' }}\n >\n <Typography variant=\"caption\" component=\"span\">\n <LeadSurfaceFormName form={form} href={formHref(form.$id)} />\n </Typography>\n {/\n Disabled with the reason as its tooltip rather than absent:\n an absent control and an inapplicable one look alike, and\n only one of them says what to do about it.\n /}\n <Tooltip title={form.blocker ?? ''}>\n <span>\n <Button\n size=\"small\"\n variant=\"text\"\n disabled={!form.canRoute \|\| turningOn !== null}\n onClick={() => onTurnOn(form)}\n >\n {pending ? 'Turning on…' : 'Turn on lead routing'}\n </Button>\n </span>\n </Tooltip>\n </Stack>\n )\n })}\n </Stack>\n )\n}\nUnroutedLeadSurfaces.displayName = 'UnroutedLeadSurfaces'\n\n/\n WHAT CREATES A LEAD ON THIS SITE (AGL-2612).\n \n Every capture lands in Contacts; a LEAD is filed only by a lead surface —\n * a member sign-up, a booking, or a form whose author declared\n * `routing.lead`. The first two are always on and the third is a switch on\n * each form's own page, which left the Leads list unable to say why one\n * form's people were in it and another's were not. This says so, by name,\n * and offers the switch here for the forms that could carry it.\n \n The reader, the switch and the two rows are shared with the\n * organization-level note (`OrgLeadSurfacesNote`), which draws them once\n * per site; this is the one-site composition. The form links resolve the\n * site's console route from the host index, because under a site that is\n * the only address the note is handed.\n */\nexport function LeadSurfacesNote(props: LeadSurfacesNoteProps) {\n const { hostId } = props\n const { orgSlug, subdomain: host } = useConsoleHostRoute(hostId)\n const { routed, unrouted, truncated, status } = useLeadSurfaceForms(hostId)\n const { turningOn, turnOn } = useTurnOnLeadRouting()\n\n const formHref = useCallback(\n (formId: string) =>\n orgSlug && host\n ? buildRoute(Route.FORM_DETAILS, { orgSlug, host, formId })\n : null,\n [orgSlug, host],\n )\n\n return (\n <Stack spacing={0.5}>\n <Typography variant=\"body2\" color=\"text.secondary\" component=\"div\">\n {LEAD_SURFACES_INTRO}\n {status === 'loading' ? (\n '…'\n ) : routed.length ? (\n <>\n {': '}\n <LeadSurfaceFormList forms={routed} truncated={truncated} formHref={formHref} />\n {'.'}\n </>\n ) : (\n ' — no form routes leads yet.'\n )}\n {` ${LEAD_SURFACES_CONTACTS_TOO}`}\n </Typography>\n {unrouted.length ? (\n <UnroutedLeadSurfaces\n hostId={hostId}\n forms={unrouted}\n formHref={formHref}\n turningOn={turningOn}\n onTurnOn={(form) => void turnOn({ hostId, form })}\n />\n ) : null}\n </Stack>\n )\n}\nLeadSurfacesNote.displayName = 'LeadSurfacesNote'\n\nexport default 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1	+ {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-surfaces-note.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\n'use client'\n\nimport { buildRoute, Route } from '@aglyn/aglyn'\nimport { AppLink } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n useConsoleHostRoute,\n useFirestore,\n useFirestoreCollection,\n usePluginApiPost,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack, Tooltip, Typography } from '@mui/material'\nimport {\n collection,\n doc,\n limit,\n orderBy,\n query,\n serverTimestamp,\n updateDoc,\n} from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport {\n LEAD_SURFACE_FORMS_WINDOW,\n type LeadSurfaceForm,\n leadSurfaceForms,\n} from '../model/lead-surfaces'\n\nexport interface LeadSurfacesNoteProps {\n hostId: string\n}\n\n/* The always-on surfaces, named once wherever the note is drawn. /\nexport const LEAD_SURFACES_INTRO =\n 'Leads are created by bookings, forms with lead routing on, imports and New lead'\n/\n The rule that keeps one person one record (AGL-3232): a lead is the\n * whole record until it converts, and a person the workspace already holds\n * as a contact is not filed as a lead again.\n /\nexport const LEAD_SURFACES_CONTACTS_TOO =\n 'A lead is its own record until it converts into a contact. Someone who is already a contact is not filed as a lead again — their submission lands on the contact.'\n\n/* One site's forms, sorted into the two answers the note gives. /\nexport interface LeadSurfaceFormsResult {\n /* `routing.lead` is on: every submission with an address files a lead. /\n routed: LeadSurfaceForm[]\n /* The rest, each with its verdict on whether the switch may be offered. /\n unrouted: LeadSurfaceForm[]\n /* The site has more forms than the window; the lists are not the whole answer. /\n truncated: boolean\n status: ReturnType<typeof useFirestoreCollection>['status']\n}\n\n/\n The site's forms, ordered by id and bounded at one past the window — the\n * same read the Inbox's form picker makes, ordered by `__name__` because a\n * form saved without a display name would otherwise fall out of an ordered\n * query and vanish from a list about routing. Host-scoped by path, so any\n * member of the site may read it and no scope predicate is needed.\n \n One listener per call, so a note that groups several sites mounts one\n * reader per site it shows and nothing for a site it has not opened.\n /\nexport function useLeadSurfaceForms(hostId: string): LeadSurfaceFormsResult {\n const firestore = useFirestore()\n const { data: formDocs, status } = useFirestoreCollection<\n Record<string, unknown> & { $id: string }\n >(\n () =>\n query(\n collection(firestore, 'hosts', hostId, 'forms'),\n orderBy('__name__'),\n limit(LEAD_SURFACE_FORMS_WINDOW + 1),\n ),\n [firestore, hostId],\n { idField: '$id' },\n )\n return useMemo(() => {\n const forms = leadSurfaceForms(formDocs.slice(0, LEAD_SURFACE_FORMS_WINDOW))\n return {\n routed: forms.filter((form) => form.routed),\n unrouted: forms.filter((form) => !form.routed),\n truncated: formDocs.length > LEAD_SURFACE_FORMS_WINDOW,\n status,\n }\n }, [formDocs, status])\n}\n\n/* The form a switch is mid-flight on — under which site, since a form id is only unique within one. /\nexport interface LeadRoutingTarget {\n hostId: string\n formId: string\n}\n\n/\n The switch: one dotted `updateDoc` on `routing.lead`, so a dataset binding\n * beside it is untouched, under the same host-content write the form's page\n * makes. One at a time, whichever site the form is on — two switches in\n * flight would be two toasts racing for the same reader.\n \n `siteName` rides into the toast when the note shows more than one site,\n * because \"Contact now files a lead\" is an incomplete sentence to a reader\n * who can see three forms called Contact.\n /\nexport function useTurnOnLeadRouting(): {\n turningOn: LeadRoutingTarget \| null\n turnOn: (target: {\n hostId: string\n form: LeadSurfaceForm\n siteName?: string \| null\n }) => Promise<void>\n} {\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const postPluginApi = usePluginApiPost()\n const [turningOn, setTurningOn] = useState<LeadRoutingTarget \| null>(null)\n const turnOn = useCallback(\n async ({\n hostId,\n form,\n siteName,\n }: {\n hostId: string\n form: LeadSurfaceForm\n siteName?: string \| null\n }) => {\n if (turningOn) return\n setTurningOn({ hostId, formId: form.$id })\n const where = siteName ? ` on ${siteName}` : ''\n try {\n await updateDoc(doc(firestore, 'hosts', hostId, 'forms', form.$id), {\n 'routing.lead': true,\n updatedAt: serverTimestamp(),\n })\n // A lead-routing form holds `0` leads until its first (AGL-3330); the\n // counters are the forms plugin's to write, so it recounts them —\n // by address, since this plugin may not import that one.\n void postPluginApi('/api/forms/stats', { hostId, formIds: [form.$id] })\n enqueueSnackbar(\n `\"${form.displayName}\"${where} now files a lead from every submission ` +\n 'that carries an email address.',\n { variant: 'success', persist: false },\n )\n } catch (error) {\n console.error(error)\n enqueueSnackbar(`Lead routing could not be turned on${where}.`, {\n variant: 'error',\n allowDuplicate: true,\n })\n } finally {\n setTurningOn(null)\n }\n },\n [turningOn, firestore, enqueueSnackbar, postPluginApi],\n )\n return { turningOn, turnOn }\n}\n\n/* A form by name, linked to its own page when the console can address it. /\nexport function LeadSurfaceFormName(props: {\n form: LeadSurfaceForm\n href: string \| null\n}) {\n const { form, href } = props\n return href ? (\n <AppLink href={href}>{form.displayName}</AppLink>\n ) : (\n <span>{form.displayName}</span>\n )\n}\nLeadSurfaceFormName.displayName = 'LeadSurfaceFormName'\n\n/* The routed forms as one clause — \"A, B, and possibly more\" — for a sentence to end. /\nexport function LeadSurfaceFormList(props: {\n forms: LeadSurfaceForm[]\n truncated: boolean\n formHref: (formId: string) => string \| null\n}) {\n const { forms, truncated, formHref } = props\n return (\n <>\n {forms.map((form, index) => (\n <span key={form.$id}>\n {index ? ', ' : ''}\n <LeadSurfaceFormName form={form} href={formHref(form.$id)} />\n </span>\n ))}\n {truncated ? ', and possibly more' : ''}\n </>\n )\n}\nLeadSurfaceFormList.displayName = 'LeadSurfaceFormList'\n\n/\n \"Not routing leads:\" — every form that does not route, with the switch\n * beside the ones that could and the reason beside the ones that cannot.\n \n Offered only where `leadSurfaceForms` says the publish check would honor\n * it — a form with no email field, or one that records no consent, is\n * refused with the reason as the tooltip, because a switch that flips and\n * then fails at publish is the exact confusion this note exists to remove.\n /\nexport function UnroutedLeadSurfaces(props: {\n hostId: string\n forms: LeadSurfaceForm[]\n formHref: (formId: string) => string \| null\n turningOn: LeadRoutingTarget \| null\n onTurnOn: (form: LeadSurfaceForm) => void\n}) {\n const { hostId, forms, formHref, turningOn, onTurnOn } = props\n return (\n <Stack\n direction=\"row\"\n spacing={1}\n sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n >\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'Not routing leads:'}\n </Typography>\n {forms.map((form) => {\n const pending =\n turningOn?.hostId === hostId && turningOn.formId === form.$id\n return (\n <Stack\n key={form.$id}\n direction=\"row\"\n spacing={0.5}\n sx={{ alignItems: 'center' }}\n >\n <Typography variant=\"caption\" component=\"span\">\n <LeadSurfaceFormName form={form} href={formHref(form.$id)} />\n </Typography>\n {/\n Disabled with the reason as its tooltip rather than absent:\n an absent control and an inapplicable one look alike, and\n only one of them says what to do about it.\n /}\n <Tooltip title={form.blocker ?? ''}>\n <span>\n <Button\n size=\"small\"\n variant=\"text\"\n disabled={!form.canRoute \|\| turningOn !== null}\n onClick={() => onTurnOn(form)}\n >\n {pending ? 'Turning on…' : 'Turn on lead routing'}\n </Button>\n </span>\n </Tooltip>\n </Stack>\n )\n })}\n </Stack>\n )\n}\nUnroutedLeadSurfaces.displayName = 'UnroutedLeadSurfaces'\n\n/\n WHAT CREATES A LEAD ON THIS SITE (AGL-2612).\n \n Every capture lands in Contacts; a LEAD is filed only by a lead surface —\n * a member sign-up, a booking, or a form whose author declared\n * `routing.lead`. The first two are always on and the third is a switch on\n * each form's own page, which left the Leads list unable to say why one\n * form's people were in it and another's were not. This says so, by name,\n * and offers the switch here for the forms that could carry it.\n \n The reader, the switch and the two rows are shared with the\n * organization-level note (`OrgLeadSurfacesNote`), which draws them once\n * per site; this is the one-site composition. The form links resolve the\n * site's console route from the host index, because under a site that is\n * the only address the note is handed.\n */\nexport function LeadSurfacesNote(props: LeadSurfacesNoteProps) {\n const { hostId } = props\n const { orgSlug, subdomain: host } = useConsoleHostRoute(hostId)\n const { routed, unrouted, truncated, status } = useLeadSurfaceForms(hostId)\n const { turningOn, turnOn } = useTurnOnLeadRouting()\n\n const formHref = useCallback(\n (formId: string) =>\n orgSlug && host\n ? buildRoute(Route.FORM_DETAILS, { orgSlug, host, formId })\n : null,\n [orgSlug, host],\n )\n\n return (\n <Stack spacing={0.5}>\n <Typography variant=\"body2\" color=\"text.secondary\" component=\"div\">\n {LEAD_SURFACES_INTRO}\n {status === 'loading' ? (\n '…'\n ) : routed.length ? (\n <>\n {': '}\n <LeadSurfaceFormList forms={routed} truncated={truncated} formHref={formHref} />\n {'.'}\n </>\n ) : (\n ' — no form routes leads yet.'\n )}\n {` ${LEAD_SURFACES_CONTACTS_TOO}`}\n </Typography>\n {unrouted.length ? (\n <UnroutedLeadSurfaces\n hostId={hostId}\n forms={unrouted}\n formHref={formHref}\n turningOn={turningOn}\n onTurnOn={(form) => void turnOn({ hostId, form })}\n />\n ) : null}\n </Stack>\n )\n}\nLeadSurfacesNote.displayName = 'LeadSurfacesNote'\n\nexport default LeadSurfacesNote\n"],"names":["buildRoute","Route","AppLink","useSnackbar","useConsoleHostRoute","useFirestore","useFirestoreCollection","usePluginApiPost","Button","Stack","Tooltip","Typography","collection","doc","limit","orderBy","query","serverTimestamp","updateDoc","useCallback","useMemo","useState","LEAD_SURFACE_FORMS_WINDOW","leadSurfaceForms","LEAD_SURFACES_INTRO","LEAD_SURFACES_CONTACTS_TOO","useLeadSurfaceForms","hostId","firestore","data","formDocs","status","idField","forms","slice","routed","filter","form","unrouted","truncated","length","useTurnOnLeadRouting","enqueueSnackbar","postPluginApi","turningOn","setTurningOn","turnOn","siteName","formId","$id","where","updatedAt","formIds","displayName","variant","persist","error","console","allowDuplicate","LeadSurfaceFormName","props","href","span","LeadSurfaceFormList","formHref","map","index","UnroutedLeadSurfaces","onTurnOn","direction","spacing","sx","alignItems","flexWrap","rowGap","color","pending","component","title","blocker","size","disabled","canRoute","onClick","LeadSurfacesNote","orgSlug","subdomain","host","FORM_DETAILS"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;AAEA,SAASA,UAAU,EAAEC,KAAK,QAAQ,eAAc;AAChD,SAASC,OAAO,QAAQ,uBAAsB;AAC9C,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SACEC,mBAAmB,EACnBC,YAAY,EACZC,sBAAsB,EACtBC,gBAAgB,QACX,iCAAgC;AACvC,SAASC,MAAM,EAAEC,KAAK,EAAEC,OAAO,EAAEC,UAAU,QAAQ,gBAAe;AAClE,SACEC,UAAU,EACVC,GAAG,EACHC,KAAK,EACLC,OAAO,EACPC,KAAK,EACLC,eAAe,EACfC,SAAS,QACJ,qBAAoB;AAC3B,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SACEC,yBAAyB,EAEzBC,gBAAgB,QACX,4BAAwB;AAM/B,mEAAmE,GACnE,OAAO,MAAMC,sBACX,kFAAiF;AACnF;;;;CAIC,GACD,OAAO,MAAMC,6BACX,oKAAmK;AAarK;;;;;;;;;CASC,GACD,OAAO,SAASC,oBAAoBC,MAAc;IAChD,MAAMC,YAAYvB;IAClB,MAAM,EAAEwB,MAAMC,QAAQ,EAAEC,MAAM,EAAE,GAAGzB,uBAGjC,IACEU,MACEJ,WAAWgB,WAAW,SAASD,QAAQ,UACvCZ,QAAQ,aACRD,MAAMQ,4BAA4B,KAEtC;QAACM;QAAWD;KAAO,EACnB;QAAEK,SAAS;IAAM;IAEnB,OAAOZ,QAAQ;QACb,MAAMa,QAAQV,iBAAiBO,SAASI,KAAK,CAAC,GAAGZ;QACjD,OAAO;YACLa,QAAQF,MAAMG,MAAM,CAAC,CAACC,OAASA,KAAKF,MAAM;YAC1CG,UAAUL,MAAMG,MAAM,CAAC,CAACC,OAAS,CAACA,KAAKF,MAAM;YAC7CI,WAAWT,SAASU,MAAM,GAAGlB;YAC7BS;QACF;IACF,GAAG;QAACD;QAAUC;KAAO;AACvB;AAQA;;;;;;;;;CASC,GACD,OAAO,SAASU;IAQd,MAAMb,YAAYvB;IAClB,MAAM,EAAEqC,eAAe,EAAE,GAAGvC;IAC5B,MAAMwC,gBAAgBpC;IACtB,MAAM,CAACqC,WAAWC,aAAa,GAAGxB,SAAmC;IACrE,MAAMyB,SAAS3B,YACb,OAAO,EACLQ,MAAM,EACNU,IAAI,EACJU,QAAQ,EAKT;QACC,IAAIH,WAAW;QACfC,aAAa;YAAElB;YAAQqB,QAAQX,KAAKY,GAAG;QAAC;QACxC,MAAMC,QAAQH,WAAW,CAAC,IAAI,EAAEA,UAAU,GAAG;QAC7C,IAAI;YACF,MAAM7B,UAAUL,IAAIe,WAAW,SAASD,QAAQ,SAASU,KAAKY,GAAG,GAAG;gBAClE,gBAAgB;gBAChBE,WAAWlC;YACb;YACA,sEAAsE;YACtE,kEAAkE;YAClE,yDAAyD;YACzD,KAAK0B,cAAc,oBAAoB;gBAAEhB;gBAAQyB,SAAS;oBAACf,KAAKY,GAAG;iBAAC;YAAC;YACrEP,gBACE,CAAC,CAAC,EAAEL,KAAKgB,WAAW,CAAC,CAAC,EAAEH,MAAM,wCAAwC,CAAC,GACrE,kCACF;gBAAEI,SAAS;gBAAWC,SAAS;YAAM;QAEzC,EAAE,OAAOC,OAAO;YACdC,QAAQD,KAAK,CAACA;YACdd,gBAAgB,CAAC,mCAAmC,EAAEQ,MAAM,CAAC,CAAC,EAAE;gBAC9DI,SAAS;gBACTI,gBAAgB;YAClB;QACF,SAAU;YACRb,aAAa;QACf;IACF,GACA;QAACD;QAAWhB;QAAWc;QAAiBC;KAAc;IAExD,OAAO;QAAEC;QAAWE;IAAO;AAC7B;AAEA,4EAA4E,GAC5E,OAAO,SAASa,oBAAoBC,KAGnC;IACC,MAAM,EAAEvB,IAAI,EAAEwB,IAAI,EAAE,GAAGD;IACvB,OAAOC,qBACL,KAAC3D;QAAQ2D,MAAMA;kBAAOxB,KAAKgB,WAAW;uBAEtC,KAACS;kBAAMzB,KAAKgB,WAAW;;AAE3B;AACAM,oBAAoBN,WAAW,GAAG;AAElC,wFAAwF,GACxF,OAAO,SAASU,oBAAoBH,KAInC;IACC,MAAM,EAAE3B,KAAK,EAAEM,SAAS,EAAEyB,QAAQ,EAAE,GAAGJ;IACvC,qBACE;;YACG3B,MAAMgC,GAAG,CAAC,CAAC5B,MAAM6B,sBAChB,MAACJ;;wBACEI,QAAQ,OAAO;sCAChB,KAACP;4BAAoBtB,MAAMA;4BAAMwB,MAAMG,SAAS3B,KAAKY,GAAG;;;mBAF/CZ,KAAKY,GAAG;YAKpBV,YAAY,wBAAwB;;;AAG3C;AACAwB,oBAAoBV,WAAW,GAAG;AAElC;;;;;;;;CAQC,GACD,OAAO,SAASc,qBAAqBP,KAMpC;IACC,MAAM,EAAEjC,MAAM,EAAEM,KAAK,EAAE+B,QAAQ,EAAEpB,SAAS,EAAEwB,QAAQ,EAAE,GAAGR;IACzD,qBACE,MAACnD;QACC4D,WAAU;QACVC,SAAS;QACTC,IAAI;YAAEC,YAAY;YAAUC,UAAU;YAAQC,QAAQ;QAAI;;0BAE1D,KAAC/D;gBAAW2C,SAAQ;gBAAUqB,OAAM;0BACjC;;YAEF1C,MAAMgC,GAAG,CAAC,CAAC5B;oBAkBUA;gBAjBpB,MAAMuC,UACJhC,CAAAA,6BAAAA,UAAWjB,MAAM,MAAKA,UAAUiB,UAAUI,MAAM,KAAKX,KAAKY,GAAG;gBAC/D,qBACE,MAACxC;oBAEC4D,WAAU;oBACVC,SAAS;oBACTC,IAAI;wBAAEC,YAAY;oBAAS;;sCAE3B,KAAC7D;4BAAW2C,SAAQ;4BAAUuB,WAAU;sCACtC,cAAA,KAAClB;gCAAoBtB,MAAMA;gCAAMwB,MAAMG,SAAS3B,KAAKY,GAAG;;;sCAO1D,KAACvC;4BAAQoE,KAAK,GAAEzC,gBAAAA,KAAK0C,OAAO,YAAZ1C,gBAAgB;sCAC9B,cAAA,KAACyB;0CACC,cAAA,KAACtD;oCACCwE,MAAK;oCACL1B,SAAQ;oCACR2B,UAAU,CAAC5C,KAAK6C,QAAQ,IAAItC,cAAc;oCAC1CuC,SAAS,IAAMf,SAAS/B;8CAEvBuC,UAAU,gBAAgB;;;;;mBArB5BvC,KAAKY,GAAG;YA2BnB;;;AAGN;AACAkB,qBAAqBd,WAAW,GAAG;AAEnC;;;;;;;;;;;;;;;CAeC,GACD,OAAO,SAAS+B,iBAAiBxB,KAA4B;IAC3D,MAAM,EAAEjC,MAAM,EAAE,GAAGiC;IACnB,MAAM,EAAEyB,OAAO,EAAEC,WAAWC,IAAI,EAAE,GAAGnF,oBAAoBuB;IACzD,MAAM,EAAEQ,MAAM,EAAEG,QAAQ,EAAEC,SAAS,EAAER,MAAM,EAAE,GAAGL,oBAAoBC;IACpE,MAAM,EAAEiB,SAAS,EAAEE,MAAM,EAAE,GAAGL;IAE9B,MAAMuB,WAAW7C,YACf,CAAC6B,SACCqC,WAAWE,OACPvF,WAAWC,MAAMuF,YAAY,EAAE;YAAEH;YAASE;YAAMvC;QAAO,KACvD,MACN;QAACqC;QAASE;KAAK;IAGjB,qBACE,MAAC9E;QAAM6D,SAAS;;0BACd,MAAC3D;gBAAW2C,SAAQ;gBAAQqB,OAAM;gBAAiBE,WAAU;;oBAC1DrD;oBACAO,WAAW,YACV,MACEI,OAAOK,MAAM,iBACf;;4BACG;0CACD,KAACuB;gCAAoB9B,O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package/src/lib/components/linked-deals-card.js CHANGED Viewed

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

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

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

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

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