@aglyn/plugins-crm 1.0.0-beta.217 → 1.0.0-beta.219

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/leads-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type {\n  ConsolePluginPageProps,\n  CrmLeadFields,\n  CrmViewFilterClause,\n  CrmLeadStatus,\n} from '@aglyn/aglyn'\nimport {\n  mdiAccountArrowRight,\n  mdiAccountCancelOutline,\n  mdiAccountConvertOutline,\n  mdiAccountTieOutline,\n} from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n  type OrgMemberOptions,\n  useOrgMemberOptions,\n} from '../hooks/use-org-member-options'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { scopeTokensForHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { customFieldColumns } from './contact-custom-columns'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport { useCrmFoldsScope, useCrmListQuery } from '../hooks/use-crm-list-query'\nimport CrmViewsControl from './crm-views-control'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport RowActionsMenu from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport ListQueryNotices from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n  Box,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  MenuItem,\n  Select,\n  Stack,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport {\n  deleteField,\n  doc,\n  serverTimestamp,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  LEAD_EMAIL_FILTER_OPTIONS,\n  LEAD_FILTER_CODECS,\n  LEAD_LIST_DECLARATION,\n  LEAD_LIST_FILTER_FIELDS,\n  LEAD_LIST_FILTER_HEADERS,\n  LEAD_SOURCE_FILTER_NONE,\n  LEAD_STATUS_FILTER_OPTIONS,\n  leadClausesForGrid,\n  LEAD_PREFIX_SEARCH,\n  leadClauseImpliesScope,\n  leadClausesToStore,\n  leadQueryClause,\n} from '../model/lead-filters'\nimport { crmAskClauses, crmQueryRefusals } from '../model/crm-list-query'\nimport {\n  type ListFilterOption,\n  listFilterGridColumns,\n} from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { type LeadCsvOptions, leadsCsv } from '../model/leads-csv'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport {\n  leadSourceLabel,\n  leadSources,\n  leadTimeLabel,\n} from './lead-history-card'\nimport { LeadImportButton } from './lead-import-drawer'\nimport NewLeadDrawer, { type NewLeadValues } from './new-lead-drawer'\nimport { useCrmApi } from './use-crm-api'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { CONVERT_PENDING_ERASURE_REASON } from './lead-properties-card'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { LeadStatusChip } from './lead-status-chip'\nimport LeadSurfacesNote from './lead-surfaces-note'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport LeadsBulkBar from './leads-bulk-bar'\nimport OrgLeadSurfacesNote from './org-lead-surfaces-note'\n\n/**\n * One row of the list. `$id` keys the grid and `leadId` names the document,\n * and they are the same value at both levels (AGL-3275).\n *\n * `$id` used to be `{hostId}/{leadId}` at the organization level, because a\n * lead's id is a person key and the same person met by two sites was two\n * documents carrying it — so the id alone could not key a list that spanned\n * sites. One org collection ends that, and the row no longer carries a site\n * at all: which sites hold this person is `capturedByHostIds`, a fact about\n * the person rather than part of their address.\n */\ntype LeadRow = Record<string, unknown> &\n  CrmLeadFields & { $id: string; leadId: string }\n\n/**\n * `/crm/leads` — the people a site has met but not yet qualified (AGL-2608).\n *\n * A section of its own, the way Salesforce keeps Leads apart from Contacts:\n * a lead is a capture — a form, a booking, a sign-up — that somebody has\n * still to work, and it converts into a contact, a company and a deal when\n * it is real. Reads `orgs/{orgId}/leads` narrowed by `visibleTo` to the sites\n * this viewer may see (AGL-3275) — the same collection and the same clause at\n * both levels, which is what lets ONE listener serve a section that used to\n * open one per site — and pages it by a query that carries every filter and\n * the search word (AGL-3321; see `leadQueryClause`).\n *\n * Under a site the clause names that site; at the ORGANIZATION level an\n * org-wide member reads without one, since the rules short-circuit on\n * `isOrgWideMember()` and a clause would only narrow what they may already\n * read. The per-site notes — which of a site's forms file a lead — belong to\n * a site's own hub and are not drawn here.\n */\nexport function CrmLeadsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const router = useRouter()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, createHostId } = useCrmScope({ hostId, org })\n  const mount = useCrmOrgMount()\n  const roster = useOrgMemberOptions(orgId)\n  // The org's lead fields, for the optional columns below (AGL-3272).\n  const leadFields = useContactFieldDefinitions(orgId, 'lead')\n  // The org's lead source values (AGL-3298): the filter's menu and the\n  // column's sort order.\n  const leadSourceList = useLeadSourcePicklist(orgId)\n  const routes = crmRoutes(basePath ?? '')\n\n  /*\n   * Under a site: the ORG collection, narrowed to what this site may see\n   * (AGL-3275) by `visibleTo array-contains-any` over the site's own tokens.\n   * At the ORGANIZATION level an org-wide member reads with no scope clause,\n   * which is what `null` asks for.\n   */\n  const scopeTokens = useMemo(\n    () => (hostId ? scopeTokensForHost(hostId) : null),\n    [hostId],\n  )\n  const dataRoot = useMemo(\n    () => (orgId ? (['orgs', orgId] as const) : null),\n    [orgId],\n  )\n  const foldsScope = useCrmFoldsScope(orgId, scopeTokens)\n\n  /*\n   * What the list is narrowed by is the saved VIEW'S (AGL-2617), and the\n   * grid's own Filters panel and quick search edit it (AGL-3313): Status,\n   * Email, Owner, Lead source and Campaign are select columns of the grid.\n   * The clauses keep the shape the old dropdowns stored — see\n   * `leadClausesForGrid` — so no saved view of leads loses its filter.\n   */\n  const views = useCrmSavedView({\n    section: 'leads',\n    hostId,\n    org: props.org,\n    basePath: basePath ?? '',\n  })\n  const clauses = useMemo(\n    () => leadClausesForGrid(views.state.filters),\n    [views.state.filters],\n  )\n  const setClauses = useCallback(\n    (next: CrmViewFilterClause[]) => views.setFilters(leadClausesToStore(next)),\n    [views.setFilters],\n  )\n  const gridFilter = useListGridFilter({\n    clauses,\n    onChange: setClauses,\n    selectFields: ['status', 'emailState', 'ownerUid'],\n    codecs: LEAD_FILTER_CODECS,\n  })\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n  const campaignName = useCallback(\n    (id: string) =>\n      campaigns.options.find((option) => option.value === id)?.label ?? id,\n    [campaigns.options],\n  )\n  /*\n   * The choices each select column offers. A stored clause naming a value\n   * no longer listed — a retired campaign, a lead source since removed —\n   * stays a choice, so the panel can show it and clear it.\n   */\n  const filterOptions = useMemo<Record<string, ListFilterOption[]>>(() => {\n    const stale = (field: string, known: readonly { value: string }[]) =>\n      clauses\n        .filter((clause) => clause.field === field && clause.op !== 'isEmpty')\n        .flatMap((clause) => clause.value.split(','))\n        .map((value) => value.trim())\n        .filter((value) => value && !known.some((option) => option.value === value))\n        .map((value) => ({ value, label: value }))\n    const campaignOptions = campaigns.options.map((option) => ({\n      value: option.value,\n      label: option.label,\n    }))\n    // Salesforce's Lead Source (AGL-3298): every value the org keeps, inactive ones marked.\n    const sourceOptions = [\n      ...leadSourceList.picklist.values.map((value) => ({\n        value: value.label,\n        label: value.active ? value.label : `${value.label} (inactive)`,\n      })),\n      { value: LEAD_SOURCE_FILTER_NONE, label: 'No lead source' },\n    ]\n    return {\n      status: LEAD_STATUS_FILTER_OPTIONS,\n      emailState: LEAD_EMAIL_FILTER_OPTIONS,\n      ownerUid: roster.options.map((option) => ({\n        value: option.uid,\n        label: Aglyn.crmMemberPickerLabel(option),\n      })),\n      campaignIds: [...campaignOptions, ...stale('campaignIds', campaignOptions)],\n      leadSource: [...sourceOptions, ...stale('leadSource', sourceOptions)],\n    }\n  }, [clauses, campaigns.options, leadSourceList.picklist, roster.options])\n  /*\n   * Every clause and the search word on ONE query (AGL-3321): each stored\n   * clause asked through the field its writer keeps (`leadQueryClause`),\n   * paged by that query, and what one query cannot hold refused by name\n   * above the list — never matched over the rows a page happened to load.\n   */\n  const asked = useMemo(\n    () =>\n      crmAskClauses(clauses, (clause) =>\n        leadQueryClause(clause, { scopeTokens, foldsScope }),\n      ),\n    [clauses, scopeTokens, foldsScope],\n  )\n  const searchKey = gridFilter.searchWords.join(' ')\n  const paged = useCrmListQuery<Record<string, unknown> & CrmLeadFields & { $id: string }>({\n    scope: dataRoot,\n    collection: 'leads',\n    visibleTo: scopeTokens,\n    foldsScope,\n    declaration: LEAD_LIST_DECLARATION,\n    clauses: asked.clauses,\n    search: gridFilter.searchWords,\n    impliesScope: leadClauseImpliesScope,\n    prefixSearch: LEAD_PREFIX_SEARCH,\n  })\n  const status = paged.status\n  const rows = useMemo<LeadRow[]>(\n    () => paged.rows.map((row) => ({ ...row, leadId: row.$id })),\n    [paged.rows],\n  )\n  const refused = useMemo(\n    () =>\n      crmQueryRefusals(paged.plan, asked, {\n        fields: LEAD_LIST_FILTER_FIELDS,\n        headers: LEAD_LIST_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [paged.plan, asked, filterOptions],\n  )\n  /** The list as it opens — Open leads, nothing typed — whose emptiness is news. */\n  const opening =\n    !searchKey.trim() &&\n    clauses.length === 1 &&\n    clauses[0].field === 'status' &&\n    clauses[0].value === 'open'\n\n  /*\n   * The ticked rows, for the bulk bar (AGL-2662). Cleared when the filter or\n   * the search term changes: a selection made on the open leads is not a\n   * selection of the unqualified ones, and the bar's count would be over\n   * rows no longer listed.\n   */\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  useEffect(\n    () => setSelectedIds([]),\n    [views.state.filters, searchKey, paged.page],\n  )\n  // How the file names the owner and, at the org level, the site.\n  const csvOptions: LeadCsvOptions = useMemo(\n    () => ({\n      ownerEmail: roster.emailFor,\n      ...(hostId ? {} : { siteName: (id: string) => mount?.siteName(id) }),\n    }),\n    [roster.emailFor, hostId, mount],\n  )\n  // The page on screen; Export all on the bulk bar takes the whole list.\n  const handleExport = useCallback(() => {\n    downloadTextFile('leads.csv', 'text/csv', leadsCsv(rows, csvOptions))\n  }, [rows, csvOptions])\n\n  const [assigning, setAssigning] = useState<LeadRow | null>(null)\n  const [unqualifying, setUnqualifying] = useState<LeadRow | null>(null)\n  // The row whose conversion dialog is open (AGL-2641) — the same dialog\n  // the lead's page opens, fed the row so the list is one click shorter.\n  const [converting, setConverting] = useState<LeadRow | null>(null)\n\n  /*==========================================\n   * NEW LEAD (AGL-3231) — Salesforce's New Lead, in a drawer over the\n   * list. The route files the lead through the one lead door under the\n   * mounted site, or at the organization level under the site the drawer's\n   * picker named; the drawer holds its submit until one is known. It makes\n   * a lead and nothing else — the conversion is what makes the contact.\n   *=========================================*/\n  const crmApi = useCrmApi(createHostId)\n  const [createOpen, setCreateOpen] = useState(false)\n  const [createBusy, setCreateBusy] = useState(false)\n  const [createError, setCreateError] = useState<string | null>(null)\n  const handleCreate = useCallback(\n    async (values: NewLeadValues) => {\n      setCreateBusy(true)\n      setCreateError(null)\n      try {\n        const { response, payload } = await crmApi('leads-create', {\n          email: values.email,\n          ...(values.name ? { name: values.name } : {}),\n          ...(values.company ? { company: values.company } : {}),\n          ...(values.jobTitle ? { jobTitle: values.jobTitle } : {}),\n          ...(values.phone ? { phone: values.phone } : {}),\n          ...(values.website ? { website: values.website } : {}),\n          ...(values.leadSource ? { leadSource: values.leadSource } : {}),\n          ...(values.address ? { address: values.address } : {}),\n          ...(values.tags.length ? { tags: values.tags } : {}),\n          ...(values.campaignIds.length\n            ? { campaignIds: values.campaignIds }\n            : {}),\n          ...(values.ownerUid ? { ownerUid: values.ownerUid } : {}),\n          ...(values.notes ? { notes: values.notes } : {}),\n          // The org's own lead fields (AGL-3272), sent only when one was\n          // filled — the route reads the definitions to judge the map, and\n          // a body without it pays for no read.\n          ...(values.custom ? { custom: values.custom } : {}),\n          status: values.status,\n        })\n        if (!response.ok) {\n          // The route's own sentence, shown above the form unchanged.\n          setCreateError(\n            String(payload['error'] ?? 'The lead could not be added.'),\n          )\n          return\n        }\n        // The activity entry is the route's: it verified the caller and\n        // performed the write.\n        enqueueSnackbar(\n          payload['created']\n            ? 'Lead added'\n            : 'This site already held a lead for that address — it was updated',\n          { variant: 'success', persist: false },\n        )\n        setCreateOpen(false)\n      } catch (error) {\n        console.error(error)\n        setCreateError('The lead could not be added.')\n      } finally {\n        setCreateBusy(false)\n      }\n    },\n    [crmApi, enqueueSnackbar],\n  )\n\n  const writeLead = useCallback(\n    async (lead: LeadRow, fields: Record<string, unknown>, done: string) => {\n      if (!orgId) {\n        enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n          variant: 'warning',\n          persist: false,\n        })\n        return\n      }\n      try {\n        await updateDoc(\n          doc(firestore, 'orgs', orgId, 'leads', lead.leadId),\n          {\n            ...fields,\n            updatedAt: serverTimestamp(),\n          },\n        )\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error\n            ? error.message\n            : 'The lead could not be updated.',\n          { variant: 'error' },\n        )\n      }\n    },\n    [firestore, enqueueSnackbar],\n  )\n\n  const columns = useMemo<GridColDef[]>(\n    () => [\n      {\n        field: 'name',\n        headerName: 'Lead',\n        flex: 1.4,\n        minWidth: 160,\n        valueGetter: (_value, row: LeadRow) =>\n          String(row['name'] || row['email'] || ''),\n        renderCell: ({ row }: { row: LeadRow }) => (\n          <Stack\n            spacing={0}\n            sx={{ minWidth: 0, justifyContent: 'center', height: '100%' }}\n          >\n            <Typography variant=\"body2\" noWrap>\n              {String(row['name'] || row['email'] || row.$id)}\n            </Typography>\n            {row['name'] ? (\n              <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n                {String(row['email'] ?? '')}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      // The lead's own profile (AGL-3231): the two facts a work queue is\n      // scanned by, beside the person.\n      {\n        field: 'company',\n        headerName: 'Company',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) => String(row.company ?? ''),\n      },\n      {\n        field: 'jobTitle',\n        headerName: 'Title',\n        flex: 0.9,\n        minWidth: 130,\n        valueGetter: (_value, row: LeadRow) => String(row.jobTitle ?? ''),\n      },\n      {\n        field: 'status',\n        headerName: 'Status',\n        flex: 0.9,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => Aglyn.crmLeadStatus(row),\n        renderCell: ({ row }: { row: LeadRow }) => (\n          <InlineStatus\n            lead={row}\n            onChange={(next) => {\n              if (next === 'unqualified') {\n                setUnqualifying(row)\n                return\n              }\n              void writeLead(\n                row,\n                {\n                  status: next,\n                  ...(Aglyn.crmLeadStatus(row) === 'unqualified'\n                    ? { unqualifiedReason: deleteField() }\n                    : {}),\n                },\n                'Status updated',\n              )\n            }}\n          />\n        ),\n      },\n      {\n        /*\n         * The verdict on the address (AGL-3245): the chip the lead's page\n         * carries, so a bounced lead is told apart in the queue it is worked\n         * from; its label for the sort and the export.\n         */\n        field: 'emailState',\n        headerName: 'Email',\n        flex: 0.9,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? Aglyn.EMAIL_STATE_LABELS[state.status] : ''\n        },\n        renderCell: ({ row }: { row: LeadRow }) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? (\n            <CrmEmailStateChip state={state} />\n          ) : (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          )\n        },\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) =>\n          row.ownerUid ? roster.labelFor(row.ownerUid) : 'Unassigned',\n      },\n      // Only at the organization level, where a row can be any site's.\n      ...(hostId\n        ? []\n        : [\n            {\n              field: 'hostId',\n              headerName: 'Site',\n              flex: 0.9,\n              minWidth: 140,\n              /*\n               * KNOWN BY, not \"the site\" (AGL-3275). A lead is one org row\n               * and several sites in a consent group can hold the same\n               * person, so this names every site that captured them — the\n               * answer the Contacts list has always given in its own column.\n               */\n              valueGetter: (_value: unknown, row: LeadRow) => {\n                const held = Array.isArray(row['capturedByHostIds'])\n                  ? (row['capturedByHostIds'] as string[])\n                  : []\n                return held.map((id) => mount?.siteName(id) ?? id).join(', ')\n              },\n            } satisfies GridColDef,\n          ]),\n      {\n        field: 'sources',\n        headerName: 'Source',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) =>\n          leadSources(row).map(leadSourceLabel).join(', '),\n      },\n      /*\n       * Salesforce's Lead Source (AGL-3298), beside the surfaces that\n       * captured the person. Sorted in the order the org keeps its values,\n       * as a picklist sorts, with a value the list does not hold after\n       * every listed one and a lead with none last.\n       */\n      {\n        field: 'leadSource',\n        headerName: 'Lead source',\n        flex: 1,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => String(row.leadSource ?? ''),\n        sortComparator: (a: unknown, b: unknown) =>\n          Aglyn.crmPicklistRank(leadSourceList.picklist, a) -\n            Aglyn.crmPicklistRank(leadSourceList.picklist, b) ||\n          String(a ?? '').localeCompare(String(b ?? '')),\n      } satisfies GridColDef,\n      {\n        field: 'tags',\n        headerName: 'Tags',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) => (row.tags ?? []).join(', '),\n      },\n      // The campaigns the lead is filed under (AGL-3254), by name — the\n      // ids are the storage.\n      {\n        field: 'campaignIds',\n        headerName: 'Campaign',\n        flex: 1,\n        minWidth: 150,\n        valueGetter: (_value: unknown, row: LeadRow) =>\n          Aglyn.readCampaignIds(row).map(campaignName).join(', '),\n      } satisfies GridColDef,\n      {\n        field: 'lastSeenAtMs',\n        headerName: 'Last seen',\n        flex: 0.9,\n        minWidth: 160,\n        valueGetter: (_value, row: LeadRow) =>\n          leadTimeLabel(row['lastSeenAtMs'] ?? row['createdAt']),\n      },\n      // The org's lead fields as optional columns (AGL-3272), read off the\n      // row's own `custom` map the way the contacts list reads its own.\n      // Ahead of the row menu, so the overflow stays at the right edge\n      // however many fields the org has defined.\n      ...customFieldColumns(leadFields.active),\n      {\n        field: 'actions',\n        headerName: '',\n        width: 56,\n        sortable: false,\n        filterable: false,\n        disableColumnMenu: true,\n        renderCell: ({ row }: { row: LeadRow }) => {\n          /*\n           * Why Convert is refused, in the order the lead's page refuses it:\n           * a converted lead has its contact already, a closed one was\n           * judged not real, and a person with an erasure pending must not\n           * be captured again — a conversion is a capture (AGL-2623).\n           */\n          const converted = Boolean(row.convertedContactId)\n          const erasurePending = Aglyn.readErasureRequestedAtMs(row) !== null\n          const convertRefusal = converted\n            ? 'This lead was converted'\n            : !Aglyn.isCrmLeadOpen(row)\n              ? 'This lead was unqualified'\n              : erasurePending\n                ? CONVERT_PENDING_ERASURE_REASON\n                : null\n          return (\n            <Box\n              onClick={(event) => event.stopPropagation()}\n              sx={{ display: 'flex', alignItems: 'center', height: '100%' }}\n            >\n              <RowActionsMenu\n                label={String(row['email'] ?? row.$id)}\n                items={[\n                  {\n                    key: 'open',\n                    label: 'Open lead',\n                    icon: (\n                      <MdiIcon path={mdiAccountArrowRight.path} size={0.8} />\n                    ),\n                    href: routes.lead(row.leadId),\n                  },\n                  {\n                    key: 'convert',\n                    label: 'Convert…',\n                    icon: (\n                      <MdiIcon\n                        path={mdiAccountConvertOutline.path}\n                        size={0.8}\n                      />\n                    ),\n                    onClick: () => setConverting(row),\n                    disabled: convertRefusal !== null,\n                    disabledReason: convertRefusal ?? undefined,\n                  },\n                  {\n                    key: 'assign',\n                    label: 'Assign owner',\n                    icon: (\n                      <MdiIcon path={mdiAccountTieOutline.path} size={0.8} />\n                    ),\n                    onClick: () => setAssigning(row),\n                  },\n                  {\n                    key: 'unqualify',\n                    label: 'Unqualify',\n                    icon: (\n                      <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />\n                    ),\n                    onClick: () => setUnqualifying(row),\n                    disabled:\n                      !Aglyn.isCrmLeadOpen(row) ||\n                      Boolean(row.convertedContactId),\n                    disabledReason: row.convertedContactId\n                      ? 'This lead was converted'\n                      : 'This lead is already closed',\n                  },\n                ]}\n              />\n            </Box>\n          )\n        },\n      },\n    ],\n    [\n      roster,\n      routes,\n      writeLead,\n      hostId,\n      mount,\n      campaignName,\n      leadFields.active,\n      leadSourceList.picklist,\n    ],\n  )\n  /*\n   * The column and sort models are the view's (AGL-2617); the filterable\n   * columns are the declared fields, as selects over their choices (AGL-3313).\n   */\n  const filterColumns = useMemo(\n    () =>\n      listFilterGridColumns(columns, LEAD_LIST_FILTER_FIELDS, filterOptions, LEAD_LIST_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const grid = useCrmViewGrid(views, filterColumns)\n\n  return (\n    <>\n      <CardDisplay\n        header={'Leads'}\n        help={Aglyn.pluginDocsHelp('crmLeads', {\n          anchor: '#filter-the-leads',\n        })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          // The record actions, top right and never clipped (AGL-3311).\n          action: (\n            <CrmListActions>\n              <LeadImportButton hostId={hostId} orgId={orgId} />\n              <Button size=\"small\" onClick={handleExport} disabled={!rows.length}>\n                {'Export CSV'}\n              </Button>\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                onClick={() => setCreateOpen(true)}\n              >\n                {'New lead'}\n              </Button>\n            </CrmListActions>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          {/* Which surfaces file a lead, by name (AGL-2612) — under a site its own, at the org level every site's (AGL-2638). */}\n          {hostId ? (\n            <LeadSurfacesNote hostId={hostId} />\n          ) : (\n            <OrgLeadSurfacesNote />\n          )}\n          {/*\n            The saved view, and every clause it is narrowed by as a chip\n            (AGL-3313). The clauses are set in the grid's own Filters panel;\n            the chips show the whole set, which that panel shows one of.\n          */}\n          <CrmListToolbar label=\"Lead filters\">\n            <CrmViewsControl controller={views} allLabel=\"All leads\" />\n            <ListFilterChips\n              fields={LEAD_LIST_FILTER_FIELDS}\n              headers={LEAD_LIST_FILTER_HEADERS}\n              clauses={clauses}\n              onChange={setClauses}\n              options={filterOptions}\n              marksServed={false}\n            />\n          </CrmListToolbar>\n          <ListQueryNotices refused={refused} notices={paged.plan.notices} />\n          <LeadsBulkBar\n            rows={rows}\n            selected={selectedIds}\n            onSelectedChange={setSelectedIds}\n            roster={roster}\n            csv={csvOptions}\n            orgId={orgId}\n            hostId={hostId}\n            org={org as Record<string, unknown> | undefined}\n          />\n          <CrmColumnOrderProvider value={grid.columnOrder}>\n            <ListTable\n              rows={rows}\n              columns={grid.columns}\n              slots={CRM_LIST_SLOTS}\n              selectable={{\n                selected: selectedIds,\n                onChange: setSelectedIds,\n              }}\n              loading={status === 'loading'}\n              onOpen={(_id, row: LeadRow) => router.push(routes.lead(row.leadId))}\n              // Columns are the view's, controlled (AGL-2617). The query\n              // orders the list — newest seen first — so the grid sorts\n              // nothing itself: a sort over one page would reorder that page.\n              columnVisibilityModel={grid.columnVisibilityModel}\n              onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n              sortingMode=\"server\"\n              disableColumnSorting\n              // The panel and the search are the grid's; the query answers\n              // both (AGL-3321).\n              filterMode=\"server\"\n              filterModel={gridFilter.filterModel}\n              onFilterModelChange={gridFilter.onFilterModelChange}\n              quickFilter\n              noRowsLabel={opening ? 'No open leads' : 'No leads match these filters'}\n              noRowsDescription={\n                opening\n                  ? 'Bookings and lead-routed forms on your site become leads on their own — or add one with New lead, or bring a list in with Import CSV.'\n                  : undefined\n              }\n              // Paged by the footer below, so the grid must not also slice.\n              hideFooter\n            />\n          </CrmColumnOrderProvider>\n          <ListPagination\n            page={paged.page}\n            pageSize={paged.pageSize}\n            rowCount={rows.length}\n            hasMore={paged.hasMore}\n            onPageChange={paged.setPage}\n            onPageSizeChange={paged.setPageSize}\n          />\n        </Stack>\n      </CardDisplay>\n      <NewLeadDrawer\n        open={createOpen}\n        onClose={() => setCreateOpen(false)}\n        hostId={hostId ?? null}\n        org={org as Record<string, unknown> | undefined}\n        busy={createBusy}\n        error={createError}\n        roster={roster}\n        orgId={orgId}\n        onSubmit={(values) => void handleCreate(values)}\n      />\n      <AssignOwnerDialog\n        lead={assigning}\n        roster={roster}\n        onClose={() => setAssigning(null)}\n        onAssign={(uid) => {\n          if (!assigning) return\n          void writeLead(\n            assigning,\n            { ownerUid: uid || deleteField() },\n            uid ? 'Owner assigned' : 'Owner cleared',\n          )\n          setAssigning(null)\n        }}\n      />\n      <LeadUnqualifyDialog\n        open={Boolean(unqualifying)}\n        onClose={() => setUnqualifying(null)}\n        hostId={hostId ?? null}\n        leadId={unqualifying?.leadId ?? ''}\n        leadLabel={String(\n          unqualifying?.['name'] || unqualifying?.['email'] || '',\n        )}\n      />\n      {/* The site the conversion is filed as (AGL-2641), which since\n          AGL-3275 is the first site that captured this person rather than\n          \"the site the row lives under\" — a lead shared by a consent group\n          lives under none of them in particular. Under a site the mounted\n          one is used, and the two agree for every single-brand org. */}\n      <LeadConvertDialog\n        open={Boolean(converting)}\n        onClose={() => setConverting(null)}\n        hostId={\n          hostId ??\n          (Aglyn.leadPrimaryGroup(converting, org as Record<string, unknown>).hostId || null)\n        }\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={converting?.leadId ?? ''}\n        lead={converting ?? {}}\n        basePath={basePath ?? ''}\n        roster={roster}\n      />\n    </>\n  )\n}\nCrmLeadsSection.displayName = 'CrmLeadsSection'\n\n/**\n * The status, editable in place for a lead that is still open.\n *\n * A converted lead shows the chip alone: its status IS the conversion, and\n * the route stamped it. The select stops its click from reaching the row, or\n * every status change would also open the record.\n */\nfunction InlineStatus(props: {\n  lead: LeadRow\n  onChange: (next: CrmLeadStatus) => void\n}) {\n  const { lead, onChange } = props\n  if (lead.convertedContactId) {\n    return (\n      <Box sx={{ display: 'flex', alignItems: 'center', height: '100%' }}>\n        <LeadStatusChip lead={lead} />\n      </Box>\n    )\n  }\n  const status = Aglyn.crmLeadStatus(lead)\n  return (\n    <Box\n      onClick={(event) => event.stopPropagation()}\n      sx={{\n        display: 'flex',\n        alignItems: 'center',\n        height: '100%',\n        width: '100%',\n      }}\n    >\n      <Select\n        size=\"small\"\n        variant=\"standard\"\n        disableUnderline\n        value={status}\n        onChange={(event) => onChange(event.target.value as CrmLeadStatus)}\n        renderValue={() => <LeadStatusChip lead={lead} />}\n        sx={{ width: '100%' }}\n      >\n        <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n        <MenuItem value=\"working\">\n          {Aglyn.CRM_LEAD_STATUS_LABELS.working}\n        </MenuItem>\n        <MenuItem value=\"unqualified\">{`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}</MenuItem>\n      </Select>\n    </Box>\n  )\n}\nInlineStatus.displayName = 'InlineStatus'\n\n/** Hand a lead to a team member. */\nfunction AssignOwnerDialog(props: {\n  lead: LeadRow | null\n  roster: OrgMemberOptions\n  onClose: () => void\n  onAssign: (uid: string) => void\n}) {\n  const { lead, roster, onClose, onAssign } = props\n  const [uid, setUid] = useState<string | null>(null)\n  const current = uid ?? String(lead?.ownerUid ?? '')\n  return (\n    <Dialog\n      open={Boolean(lead)}\n      onClose={onClose}\n      maxWidth=\"xs\"\n      fullWidth\n      slotProps={{ transition: { onExited: () => setUid(null) } }}\n    >\n      <DialogTitle>{`Assign ${String(lead?.['name'] || lead?.['email'] || 'lead')}`}</DialogTitle>\n      <DialogContent>\n        <Box sx={{ pt: 1 }}>\n          <LeadOwnerSelect\n            value={current}\n            onChange={setUid}\n            roster={roster}\n            size=\"medium\"\n          />\n        </Box>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose}>{'Cancel'}</Button>\n        <Button variant=\"contained\" onClick={() => onAssign(current)}>\n          {'Assign'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nAssignOwnerDialog.displayName = 'AssignOwnerDialog'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/leads-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type {\n  ConsolePluginPageProps,\n  CrmLeadFields,\n  CrmViewFilterClause,\n  CrmLeadStatus,\n} from '@aglyn/aglyn'\nimport {\n  mdiAccountArrowRight,\n  mdiAccountCancelOutline,\n  mdiAccountConvertOutline,\n  mdiAccountTieOutline,\n} from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n  type OrgMemberOptions,\n  useOrgMemberOptions,\n} from '../hooks/use-org-member-options'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { scopeTokensForHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { customFieldColumns } from './contact-custom-columns'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport { useCrmFoldsScope, useCrmListQuery } from '../hooks/use-crm-list-query'\nimport CrmViewsControl from './crm-views-control'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport RowActionsMenu from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport ListQueryNotices from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n  Box,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  MenuItem,\n  Select,\n  Stack,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport {\n  deleteField,\n  doc,\n  serverTimestamp,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { leadPrimaryGroup } from '../model/contact-holder'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  LEAD_EMAIL_FILTER_OPTIONS,\n  LEAD_FILTER_CODECS,\n  LEAD_LIST_DECLARATION,\n  LEAD_LIST_FILTER_FIELDS,\n  LEAD_LIST_FILTER_HEADERS,\n  LEAD_SOURCE_FILTER_NONE,\n  LEAD_STATUS_FILTER_OPTIONS,\n  leadClausesForGrid,\n  LEAD_PREFIX_SEARCH,\n  leadClauseImpliesScope,\n  leadClausesToStore,\n  leadQueryClause,\n} from '../model/lead-filters'\nimport { crmAskClauses, crmQueryRefusals } from '../model/crm-list-query'\nimport {\n  type ListFilterOption,\n  listFilterGridColumns,\n} from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { type LeadCsvOptions, leadsCsv } from '../model/leads-csv'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport {\n  leadSourceLabel,\n  leadSources,\n  leadTimeLabel,\n} from './lead-history-card'\nimport { LeadImportButton } from './lead-import-drawer'\nimport NewLeadDrawer, { type NewLeadValues } from './new-lead-drawer'\nimport { useCrmApi } from './use-crm-api'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { CONVERT_PENDING_ERASURE_REASON } from './lead-properties-card'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { LeadStatusChip } from './lead-status-chip'\nimport { CrmShareChipView } from './record-sharing-card'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\nimport LeadSurfacesNote from './lead-surfaces-note'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport LeadsBulkBar from './leads-bulk-bar'\nimport OrgLeadSurfacesNote from './org-lead-surfaces-note'\n\n/**\n * One row of the list. `$id` keys the grid and `leadId` names the document,\n * and they are the same value at both levels (AGL-3275).\n *\n * `$id` used to be `{hostId}/{leadId}` at the organization level, because a\n * lead's id is a person key and the same person met by two sites was two\n * documents carrying it — so the id alone could not key a list that spanned\n * sites. One org collection ends that, and the row no longer carries a site\n * at all: which sites hold this person is `capturedByHostIds`, a fact about\n * the person rather than part of their address.\n */\ntype LeadRow = Record<string, unknown> &\n  CrmLeadFields & { $id: string; leadId: string }\n\n/**\n * `/crm/leads` — the people a site has met but not yet qualified (AGL-2608).\n *\n * A section of its own, the way Salesforce keeps Leads apart from Contacts:\n * a lead is a capture — a form, a booking, a sign-up — that somebody has\n * still to work, and it converts into a contact, a company and a deal when\n * it is real. Reads `orgs/{orgId}/leads` narrowed by `visibleTo` to the sites\n * this viewer may see (AGL-3275) — the same collection and the same clause at\n * both levels, which is what lets ONE listener serve a section that used to\n * open one per site — and pages it by a query that carries every filter and\n * the search word (AGL-3321; see `leadQueryClause`).\n *\n * Under a site the clause names that site; at the ORGANIZATION level an\n * org-wide member reads without one, since the rules short-circuit on\n * `isOrgWideMember()` and a clause would only narrow what they may already\n * read. The per-site notes — which of a site's forms file a lead — belong to\n * a site's own hub and are not drawn here.\n */\nexport function CrmLeadsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const router = useRouter()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, createHostId, consentGroup } = useCrmScope({ hostId, org })\n  // The viewing site's group: a row it sees only through a share is chipped\n  // with who shared it (AGL-3336). None at the organization level.\n  const viewingHostIds = consentGroup?.hostIds\n  const mount = useCrmOrgMount()\n  const roster = useOrgMemberOptions(orgId)\n  // The org's lead fields, for the optional columns below (AGL-3272).\n  const leadFields = useContactFieldDefinitions(orgId, 'lead')\n  // The org's lead source values (AGL-3298): the filter's menu and the\n  // column's sort order.\n  const leadSourceList = useLeadSourcePicklist(orgId)\n  const routes = crmRoutes(basePath ?? '')\n\n  /*\n   * Under a site: the ORG collection, narrowed to what this site may see\n   * (AGL-3275) by `visibleTo array-contains-any` over the site's own tokens.\n   * At the ORGANIZATION level an org-wide member reads with no scope clause,\n   * which is what `null` asks for.\n   */\n  const scopeTokens = useMemo(\n    () => (hostId ? scopeTokensForHost(hostId) : null),\n    [hostId],\n  )\n  const dataRoot = useMemo(\n    () => (orgId ? (['orgs', orgId] as const) : null),\n    [orgId],\n  )\n  const foldsScope = useCrmFoldsScope(orgId, scopeTokens)\n\n  /*\n   * What the list is narrowed by is the saved VIEW'S (AGL-2617), and the\n   * grid's own Filters panel and quick search edit it (AGL-3313): Status,\n   * Email, Owner, Lead source and Campaign are select columns of the grid.\n   * The clauses keep the shape the old dropdowns stored — see\n   * `leadClausesForGrid` — so no saved view of leads loses its filter.\n   */\n  const views = useCrmSavedView({\n    section: 'leads',\n    hostId,\n    org: props.org,\n    basePath: basePath ?? '',\n  })\n  const clauses = useMemo(\n    () => leadClausesForGrid(views.state.filters),\n    [views.state.filters],\n  )\n  const setClauses = useCallback(\n    (next: CrmViewFilterClause[]) => views.setFilters(leadClausesToStore(next)),\n    [views.setFilters],\n  )\n  const gridFilter = useListGridFilter({\n    clauses,\n    onChange: setClauses,\n    selectFields: ['status', 'emailState', 'ownerUid'],\n    codecs: LEAD_FILTER_CODECS,\n  })\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n  const campaignName = useCallback(\n    (id: string) =>\n      campaigns.options.find((option) => option.value === id)?.label ?? id,\n    [campaigns.options],\n  )\n  /*\n   * The choices each select column offers. A stored clause naming a value\n   * no longer listed — a retired campaign, a lead source since removed —\n   * stays a choice, so the panel can show it and clear it.\n   */\n  const filterOptions = useMemo<Record<string, ListFilterOption[]>>(() => {\n    const stale = (field: string, known: readonly { value: string }[]) =>\n      clauses\n        .filter((clause) => clause.field === field && clause.op !== 'isEmpty')\n        .flatMap((clause) => clause.value.split(','))\n        .map((value) => value.trim())\n        .filter((value) => value && !known.some((option) => option.value === value))\n        .map((value) => ({ value, label: value }))\n    const campaignOptions = campaigns.options.map((option) => ({\n      value: option.value,\n      label: option.label,\n    }))\n    // Salesforce's Lead Source (AGL-3298): every value the org keeps, inactive ones marked.\n    const sourceOptions = [\n      ...leadSourceList.picklist.values.map((value) => ({\n        value: value.label,\n        label: value.active ? value.label : `${value.label} (inactive)`,\n      })),\n      { value: LEAD_SOURCE_FILTER_NONE, label: 'No lead source' },\n    ]\n    return {\n      status: LEAD_STATUS_FILTER_OPTIONS,\n      emailState: LEAD_EMAIL_FILTER_OPTIONS,\n      ownerUid: roster.options.map((option) => ({\n        value: option.uid,\n        label: Aglyn.crmMemberPickerLabel(option),\n      })),\n      campaignIds: [...campaignOptions, ...stale('campaignIds', campaignOptions)],\n      leadSource: [...sourceOptions, ...stale('leadSource', sourceOptions)],\n    }\n  }, [clauses, campaigns.options, leadSourceList.picklist, roster.options])\n  /*\n   * Every clause and the search word on ONE query (AGL-3321): each stored\n   * clause asked through the field its writer keeps (`leadQueryClause`),\n   * paged by that query, and what one query cannot hold refused by name\n   * above the list — never matched over the rows a page happened to load.\n   */\n  const asked = useMemo(\n    () =>\n      crmAskClauses(clauses, (clause) =>\n        leadQueryClause(clause, { scopeTokens, foldsScope }),\n      ),\n    [clauses, scopeTokens, foldsScope],\n  )\n  const searchKey = gridFilter.searchWords.join(' ')\n  const paged = useCrmListQuery<Record<string, unknown> & CrmLeadFields & { $id: string }>({\n    scope: dataRoot,\n    collection: 'leads',\n    visibleTo: scopeTokens,\n    foldsScope,\n    declaration: LEAD_LIST_DECLARATION,\n    clauses: asked.clauses,\n    search: gridFilter.searchWords,\n    impliesScope: leadClauseImpliesScope,\n    prefixSearch: LEAD_PREFIX_SEARCH,\n  })\n  const status = paged.status\n  const rows = useMemo<LeadRow[]>(\n    () => paged.rows.map((row) => ({ ...row, leadId: row.$id })),\n    [paged.rows],\n  )\n  const refused = useMemo(\n    () =>\n      crmQueryRefusals(paged.plan, asked, {\n        fields: LEAD_LIST_FILTER_FIELDS,\n        headers: LEAD_LIST_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [paged.plan, asked, filterOptions],\n  )\n  /** The list as it opens — Open leads, nothing typed — whose emptiness is news. */\n  const opening =\n    !searchKey.trim() &&\n    clauses.length === 1 &&\n    clauses[0].field === 'status' &&\n    clauses[0].value === 'open'\n\n  /*\n   * The ticked rows, for the bulk bar (AGL-2662). Cleared when the filter or\n   * the search term changes: a selection made on the open leads is not a\n   * selection of the unqualified ones, and the bar's count would be over\n   * rows no longer listed.\n   */\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  useEffect(\n    () => setSelectedIds([]),\n    [views.state.filters, searchKey, paged.page],\n  )\n  // How the file names the owner and, at the org level, the site.\n  const csvOptions: LeadCsvOptions = useMemo(\n    () => ({\n      ownerEmail: roster.emailFor,\n      ...(hostId ? {} : { siteName: (id: string) => mount?.siteName(id) }),\n    }),\n    [roster.emailFor, hostId, mount],\n  )\n  // The page on screen; Export all on the bulk bar takes the whole list.\n  const handleExport = useCallback(() => {\n    downloadTextFile('leads.csv', 'text/csv', leadsCsv(rows, csvOptions))\n  }, [rows, csvOptions])\n\n  const [assigning, setAssigning] = useState<LeadRow | null>(null)\n  const [unqualifying, setUnqualifying] = useState<LeadRow | null>(null)\n  // The row whose conversion dialog is open (AGL-2641) — the same dialog\n  // the lead's page opens, fed the row so the list is one click shorter.\n  const [converting, setConverting] = useState<LeadRow | null>(null)\n\n  /*==========================================\n   * NEW LEAD (AGL-3231) — Salesforce's New Lead, in a drawer over the\n   * list. The route files the lead through the one lead door under the\n   * mounted site, or at the organization level under the site the drawer's\n   * picker named; the drawer holds its submit until one is known. It makes\n   * a lead and nothing else — the conversion is what makes the contact.\n   *=========================================*/\n  const crmApi = useCrmApi(createHostId)\n  const [createOpen, setCreateOpen] = useState(false)\n  const [createBusy, setCreateBusy] = useState(false)\n  const [createError, setCreateError] = useState<string | null>(null)\n  const handleCreate = useCallback(\n    async (values: NewLeadValues) => {\n      setCreateBusy(true)\n      setCreateError(null)\n      try {\n        const { response, payload } = await crmApi('leads-create', {\n          email: values.email,\n          ...(values.name ? { name: values.name } : {}),\n          ...(values.company ? { company: values.company } : {}),\n          ...(values.jobTitle ? { jobTitle: values.jobTitle } : {}),\n          ...(values.phone ? { phone: values.phone } : {}),\n          ...(values.website ? { website: values.website } : {}),\n          ...(values.leadSource ? { leadSource: values.leadSource } : {}),\n          ...(values.address ? { address: values.address } : {}),\n          ...(values.tags.length ? { tags: values.tags } : {}),\n          ...(values.campaignIds.length\n            ? { campaignIds: values.campaignIds }\n            : {}),\n          ...(values.ownerUid ? { ownerUid: values.ownerUid } : {}),\n          ...(values.notes ? { notes: values.notes } : {}),\n          // The org's own lead fields (AGL-3272), sent only when one was\n          // filled — the route reads the definitions to judge the map, and\n          // a body without it pays for no read.\n          ...(values.custom ? { custom: values.custom } : {}),\n          status: values.status,\n        })\n        if (!response.ok) {\n          // The route's own sentence, shown above the form unchanged.\n          setCreateError(\n            String(payload['error'] ?? 'The lead could not be added.'),\n          )\n          return\n        }\n        // The activity entry is the route's: it verified the caller and\n        // performed the write.\n        enqueueSnackbar(\n          payload['created']\n            ? 'Lead added'\n            : 'This site already held a lead for that address — it was updated',\n          { variant: 'success', persist: false },\n        )\n        setCreateOpen(false)\n      } catch (error) {\n        console.error(error)\n        setCreateError('The lead could not be added.')\n      } finally {\n        setCreateBusy(false)\n      }\n    },\n    [crmApi, enqueueSnackbar],\n  )\n\n  // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const writeLead = useCallback(\n    async (lead: LeadRow, fields: Record<string, unknown>, done: string) => {\n      if (!orgId) {\n        enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n          variant: 'warning',\n          persist: false,\n        })\n        return\n      }\n      try {\n        await updateDoc(\n          doc(firestore, 'orgs', orgId, 'leads', lead.leadId),\n          {\n            ...fields,\n            updatedAt: serverTimestamp(),\n          },\n        )\n        followUpSharing('leads', [lead.leadId])\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error\n            ? error.message\n            : 'The lead could not be updated.',\n          { variant: 'error' },\n        )\n      }\n    },\n    [firestore, enqueueSnackbar, followUpSharing],\n  )\n\n  const columns = useMemo<GridColDef[]>(\n    () => [\n      {\n        field: 'name',\n        headerName: 'Lead',\n        flex: 1.4,\n        minWidth: 160,\n        valueGetter: (_value, row: LeadRow) =>\n          String(row['name'] || row['email'] || ''),\n        renderCell: ({ row }: { row: LeadRow }) => (\n          <Stack\n            spacing={0}\n            sx={{ minWidth: 0, justifyContent: 'center', height: '100%' }}\n          >\n            <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center', minWidth: 0 }}>\n              <Typography variant=\"body2\" noWrap>\n                {String(row['name'] || row['email'] || row.$id)}\n              </Typography>\n              <CrmShareChipView chip={crmShareChipFor(row, viewingHostIds ?? [])} org={org} />\n            </Stack>\n            {row['name'] ? (\n              <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n                {String(row['email'] ?? '')}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      // The lead's own profile (AGL-3231): the two facts a work queue is\n      // scanned by, beside the person.\n      {\n        field: 'company',\n        headerName: 'Company',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) => String(row.company ?? ''),\n      },\n      {\n        field: 'jobTitle',\n        headerName: 'Title',\n        flex: 0.9,\n        minWidth: 130,\n        valueGetter: (_value, row: LeadRow) => String(row.jobTitle ?? ''),\n      },\n      {\n        field: 'status',\n        headerName: 'Status',\n        flex: 0.9,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => Aglyn.crmLeadStatus(row),\n        renderCell: ({ row }: { row: LeadRow }) => (\n          <InlineStatus\n            lead={row}\n            onChange={(next) => {\n              if (next === 'unqualified') {\n                setUnqualifying(row)\n                return\n              }\n              void writeLead(\n                row,\n                {\n                  status: next,\n                  ...(Aglyn.crmLeadStatus(row) === 'unqualified'\n                    ? { unqualifiedReason: deleteField() }\n                    : {}),\n                },\n                'Status updated',\n              )\n            }}\n          />\n        ),\n      },\n      {\n        /*\n         * The verdict on the address (AGL-3245): the chip the lead's page\n         * carries, so a bounced lead is told apart in the queue it is worked\n         * from; its label for the sort and the export.\n         */\n        field: 'emailState',\n        headerName: 'Email',\n        flex: 0.9,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? Aglyn.EMAIL_STATE_LABELS[state.status] : ''\n        },\n        renderCell: ({ row }: { row: LeadRow }) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? (\n            <CrmEmailStateChip state={state} />\n          ) : (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          )\n        },\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) =>\n          row.ownerUid ? roster.labelFor(row.ownerUid) : 'Unassigned',\n      },\n      // Only at the organization level, where a row can be any site's.\n      ...(hostId\n        ? []\n        : [\n            {\n              field: 'hostId',\n              headerName: 'Site',\n              flex: 0.9,\n              minWidth: 140,\n              /*\n               * KNOWN BY, not \"the site\" (AGL-3275). A lead is one org row\n               * and several sites in a consent group can hold the same\n               * person, so this names every site that captured them — the\n               * answer the Contacts list has always given in its own column.\n               */\n              valueGetter: (_value: unknown, row: LeadRow) => {\n                const held = Array.isArray(row['capturedByHostIds'])\n                  ? (row['capturedByHostIds'] as string[])\n                  : []\n                return held.map((id) => mount?.siteName(id) ?? id).join(', ')\n              },\n            } satisfies GridColDef,\n          ]),\n      {\n        field: 'sources',\n        headerName: 'Source',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) =>\n          leadSources(row).map(leadSourceLabel).join(', '),\n      },\n      /*\n       * Salesforce's Lead Source (AGL-3298), beside the surfaces that\n       * captured the person. Sorted in the order the org keeps its values,\n       * as a picklist sorts, with a value the list does not hold after\n       * every listed one and a lead with none last.\n       */\n      {\n        field: 'leadSource',\n        headerName: 'Lead source',\n        flex: 1,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => String(row.leadSource ?? ''),\n        sortComparator: (a: unknown, b: unknown) =>\n          Aglyn.crmPicklistRank(leadSourceList.picklist, a) -\n            Aglyn.crmPicklistRank(leadSourceList.picklist, b) ||\n          String(a ?? '').localeCompare(String(b ?? '')),\n      } satisfies GridColDef,\n      {\n        field: 'tags',\n        headerName: 'Tags',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) => (row.tags ?? []).join(', '),\n      },\n      // The campaigns the lead is filed under (AGL-3254), by name — the\n      // ids are the storage.\n      {\n        field: 'campaignIds',\n        headerName: 'Campaign',\n        flex: 1,\n        minWidth: 150,\n        valueGetter: (_value: unknown, row: LeadRow) =>\n          Aglyn.readCampaignIds(row).map(campaignName).join(', '),\n      } satisfies GridColDef,\n      {\n        field: 'lastSeenAtMs',\n        headerName: 'Last seen',\n        flex: 0.9,\n        minWidth: 160,\n        valueGetter: (_value, row: LeadRow) =>\n          leadTimeLabel(row['lastSeenAtMs'] ?? row['createdAt']),\n      },\n      // The org's lead fields as optional columns (AGL-3272), read off the\n      // row's own `custom` map the way the contacts list reads its own.\n      // Ahead of the row menu, so the overflow stays at the right edge\n      // however many fields the org has defined.\n      ...customFieldColumns(leadFields.active),\n      {\n        field: 'actions',\n        headerName: '',\n        width: 56,\n        sortable: false,\n        filterable: false,\n        disableColumnMenu: true,\n        renderCell: ({ row }: { row: LeadRow }) => {\n          /*\n           * Why Convert is refused, in the order the lead's page refuses it:\n           * a converted lead has its contact already, a closed one was\n           * judged not real, and a person with an erasure pending must not\n           * be captured again — a conversion is a capture (AGL-2623).\n           */\n          const converted = Boolean(row.convertedContactId)\n          const erasurePending = Aglyn.readErasureRequestedAtMs(row) !== null\n          const convertRefusal = converted\n            ? 'This lead was converted'\n            : !Aglyn.isCrmLeadOpen(row)\n              ? 'This lead was unqualified'\n              : erasurePending\n                ? CONVERT_PENDING_ERASURE_REASON\n                : null\n          return (\n            <Box\n              onClick={(event) => event.stopPropagation()}\n              sx={{ display: 'flex', alignItems: 'center', height: '100%' }}\n            >\n              <RowActionsMenu\n                label={String(row['email'] ?? row.$id)}\n                items={[\n                  {\n                    key: 'open',\n                    label: 'Open lead',\n                    icon: (\n                      <MdiIcon path={mdiAccountArrowRight.path} size={0.8} />\n                    ),\n                    href: routes.lead(row.leadId),\n                  },\n                  {\n                    key: 'convert',\n                    label: 'Convert…',\n                    icon: (\n                      <MdiIcon\n                        path={mdiAccountConvertOutline.path}\n                        size={0.8}\n                      />\n                    ),\n                    onClick: () => setConverting(row),\n                    disabled: convertRefusal !== null,\n                    disabledReason: convertRefusal ?? undefined,\n                  },\n                  {\n                    key: 'assign',\n                    label: 'Assign owner',\n                    icon: (\n                      <MdiIcon path={mdiAccountTieOutline.path} size={0.8} />\n                    ),\n                    onClick: () => setAssigning(row),\n                  },\n                  {\n                    key: 'unqualify',\n                    label: 'Unqualify',\n                    icon: (\n                      <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />\n                    ),\n                    onClick: () => setUnqualifying(row),\n                    disabled:\n                      !Aglyn.isCrmLeadOpen(row) ||\n                      Boolean(row.convertedContactId),\n                    disabledReason: row.convertedContactId\n                      ? 'This lead was converted'\n                      : 'This lead is already closed',\n                  },\n                ]}\n              />\n            </Box>\n          )\n        },\n      },\n    ],\n    [\n      roster,\n      routes,\n      writeLead,\n      hostId,\n      viewingHostIds,\n      org,\n      mount,\n      campaignName,\n      leadFields.active,\n      leadSourceList.picklist,\n    ],\n  )\n  /*\n   * The column and sort models are the view's (AGL-2617); the filterable\n   * columns are the declared fields, as selects over their choices (AGL-3313).\n   */\n  const filterColumns = useMemo(\n    () =>\n      listFilterGridColumns(columns, LEAD_LIST_FILTER_FIELDS, filterOptions, LEAD_LIST_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const grid = useCrmViewGrid(views, filterColumns)\n\n  return (\n    <>\n      <CardDisplay\n        header={'Leads'}\n        help={Aglyn.pluginDocsHelp('crmLeads', {\n          anchor: '#filter-the-leads',\n        })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          // The record actions, top right and never clipped (AGL-3311).\n          action: (\n            <CrmListActions>\n              <LeadImportButton hostId={hostId} orgId={orgId} />\n              <Button size=\"small\" onClick={handleExport} disabled={!rows.length}>\n                {'Export CSV'}\n              </Button>\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                onClick={() => setCreateOpen(true)}\n              >\n                {'New lead'}\n              </Button>\n            </CrmListActions>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          {/* Which surfaces file a lead, by name (AGL-2612) — under a site its own, at the org level every site's (AGL-2638). */}\n          {hostId ? (\n            <LeadSurfacesNote hostId={hostId} />\n          ) : (\n            <OrgLeadSurfacesNote />\n          )}\n          {/*\n            The saved view, and every clause it is narrowed by as a chip\n            (AGL-3313). The clauses are set in the grid's own Filters panel;\n            the chips show the whole set, which that panel shows one of.\n          */}\n          <CrmListToolbar label=\"Lead filters\">\n            <CrmViewsControl controller={views} allLabel=\"All leads\" />\n            <ListFilterChips\n              fields={LEAD_LIST_FILTER_FIELDS}\n              headers={LEAD_LIST_FILTER_HEADERS}\n              clauses={clauses}\n              onChange={setClauses}\n              options={filterOptions}\n              marksServed={false}\n            />\n          </CrmListToolbar>\n          <ListQueryNotices refused={refused} notices={paged.plan.notices} />\n          <LeadsBulkBar\n            rows={rows}\n            selected={selectedIds}\n            onSelectedChange={setSelectedIds}\n            roster={roster}\n            csv={csvOptions}\n            orgId={orgId}\n            hostId={hostId}\n            org={org as Record<string, unknown> | undefined}\n          />\n          <CrmColumnOrderProvider value={grid.columnOrder}>\n            <ListTable\n              rows={rows}\n              columns={grid.columns}\n              slots={CRM_LIST_SLOTS}\n              selectable={{\n                selected: selectedIds,\n                onChange: setSelectedIds,\n              }}\n              loading={status === 'loading'}\n              onOpen={(_id, row: LeadRow) => router.push(routes.lead(row.leadId))}\n              // Columns are the view's, controlled (AGL-2617). The query\n              // orders the list — newest seen first — so the grid sorts\n              // nothing itself: a sort over one page would reorder that page.\n              columnVisibilityModel={grid.columnVisibilityModel}\n              onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n              sortingMode=\"server\"\n              disableColumnSorting\n              // The panel and the search are the grid's; the query answers\n              // both (AGL-3321).\n              filterMode=\"server\"\n              filterModel={gridFilter.filterModel}\n              onFilterModelChange={gridFilter.onFilterModelChange}\n              quickFilter\n              noRowsLabel={opening ? 'No open leads' : 'No leads match these filters'}\n              noRowsDescription={\n                opening\n                  ? 'Bookings and lead-routed forms on your site become leads on their own — or add one with New lead, or bring a list in with Import CSV.'\n                  : undefined\n              }\n              // Paged by the footer below, so the grid must not also slice.\n              hideFooter\n            />\n          </CrmColumnOrderProvider>\n          <ListPagination\n            page={paged.page}\n            pageSize={paged.pageSize}\n            rowCount={rows.length}\n            hasMore={paged.hasMore}\n            onPageChange={paged.setPage}\n            onPageSizeChange={paged.setPageSize}\n          />\n        </Stack>\n      </CardDisplay>\n      <NewLeadDrawer\n        open={createOpen}\n        onClose={() => setCreateOpen(false)}\n        hostId={hostId ?? null}\n        org={org as Record<string, unknown> | undefined}\n        busy={createBusy}\n        error={createError}\n        roster={roster}\n        orgId={orgId}\n        onSubmit={(values) => void handleCreate(values)}\n      />\n      <AssignOwnerDialog\n        lead={assigning}\n        roster={roster}\n        onClose={() => setAssigning(null)}\n        onAssign={(uid) => {\n          if (!assigning) return\n          void writeLead(\n            assigning,\n            { ownerUid: uid || deleteField() },\n            uid ? 'Owner assigned' : 'Owner cleared',\n          )\n          setAssigning(null)\n        }}\n      />\n      <LeadUnqualifyDialog\n        open={Boolean(unqualifying)}\n        onClose={() => setUnqualifying(null)}\n        hostId={hostId ?? null}\n        leadId={unqualifying?.leadId ?? ''}\n        leadLabel={String(\n          unqualifying?.['name'] || unqualifying?.['email'] || '',\n        )}\n      />\n      {/* The site the conversion is filed as (AGL-2641), which since\n          AGL-3275 is the first site that captured this person rather than\n          \"the site the row lives under\" — a lead shared by a consent group\n          lives under none of them in particular. Under a site the mounted\n          one is used, and the two agree for every single-brand org. */}\n      <LeadConvertDialog\n        open={Boolean(converting)}\n        onClose={() => setConverting(null)}\n        hostId={\n          hostId ??\n          (leadPrimaryGroup(converting, org as Record<string, unknown>).hostId || null)\n        }\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={converting?.leadId ?? ''}\n        lead={converting ?? {}}\n        basePath={basePath ?? ''}\n        roster={roster}\n      />\n    </>\n  )\n}\nCrmLeadsSection.displayName = 'CrmLeadsSection'\n\n/**\n * The status, editable in place for a lead that is still open.\n *\n * A converted lead shows the chip alone: its status IS the conversion, and\n * the route stamped it. The select stops its click from reaching the row, or\n * every status change would also open the record.\n */\nfunction InlineStatus(props: {\n  lead: LeadRow\n  onChange: (next: CrmLeadStatus) => void\n}) {\n  const { lead, onChange } = props\n  if (lead.convertedContactId) {\n    return (\n      <Box sx={{ display: 'flex', alignItems: 'center', height: '100%' }}>\n        <LeadStatusChip lead={lead} />\n      </Box>\n    )\n  }\n  const status = Aglyn.crmLeadStatus(lead)\n  return (\n    <Box\n      onClick={(event) => event.stopPropagation()}\n      sx={{\n        display: 'flex',\n        alignItems: 'center',\n        height: '100%',\n        width: '100%',\n      }}\n    >\n      <Select\n        size=\"small\"\n        variant=\"standard\"\n        disableUnderline\n        value={status}\n        onChange={(event) => onChange(event.target.value as CrmLeadStatus)}\n        renderValue={() => <LeadStatusChip lead={lead} />}\n        sx={{ width: '100%' }}\n      >\n        <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n        <MenuItem value=\"working\">\n          {Aglyn.CRM_LEAD_STATUS_LABELS.working}\n        </MenuItem>\n        <MenuItem value=\"unqualified\">{`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}</MenuItem>\n      </Select>\n    </Box>\n  )\n}\nInlineStatus.displayName = 'InlineStatus'\n\n/** Hand a lead to a team member. */\nfunction AssignOwnerDialog(props: {\n  lead: LeadRow | null\n  roster: OrgMemberOptions\n  onClose: () => void\n  onAssign: (uid: string) => void\n}) {\n  const { lead, roster, onClose, onAssign } = props\n  const [uid, setUid] = useState<string | null>(null)\n  const current = uid ?? String(lead?.ownerUid ?? 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package/src/lib/components/org-lead-surfaces-note.js

@@ -15,6 +15,7 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
+import { pluginRecordHref } from "@aglyn/aglyn/plugin-manager/plugin-record-routes";
 import { AppLink } from "@aglyn/shared-ui-jsx";
 import { Button, Stack, Typography } from "@mui/material";
 import { useCallback, useState } from "react";
@@ -124,8 +125,11 @@ OrgLeadSurfacesNote.displayName = 'OrgLeadSurfacesNote';
     const name = mount.siteName(host.id);
     const hubHref = mount.siteHubHref(host.id);
     const subdomain = mount.siteSubdomain(host.id);
-    const formHref = useCallback((formId)=>subdomain ? `${mount.hostsPath}/${encodeURIComponent(subdomain)}/forms/${encodeURIComponent(formId)}` : null, [
-        mount.hostsPath,
+    const formHref = useCallback((formId)=>subdomain ? pluginRecordHref('form', {
+            orgSlug: mount.orgSlug,
+            host: subdomain
+        }, formId) : null, [
+        mount.orgSlug,
         subdomain
     ]);
     return /*#__PURE__*/ _jsxs(Stack, {

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/org-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 type { ConsolePluginOrgHost } from '@aglyn/aglyn'\nimport { AppLink } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport { useCallback, useState } from 'react'\nimport { type CrmOrgMount, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport type { LeadSurfaceForm } from '../model/lead-surfaces'\nimport {\n  LEAD_SURFACES_CONTACTS_TOO,\n  LEAD_SURFACES_INTRO,\n  type LeadRoutingTarget,\n  LeadSurfaceFormList,\n  UnroutedLeadSurfaces,\n  useLeadSurfaceForms,\n  useTurnOnLeadRouting,\n} from './lead-surfaces-note'\n\n/**\n * How many sites the note opens with their forms showing. The rest sit\n * behind a count until asked for — and, since a site's forms are read by\n * the group that shows them, are not read until then either.\n */\nexport const ORG_LEAD_SURFACES_OPEN_SITES = 3\n\n/**\n * WHAT CREATES A LEAD, ACROSS THE ORGANIZATION (AGL-2638).\n *\n * The org-level Leads section lists every site's leads in one table, and\n * for a while said nothing about why a form's people were in it: the\n * per-site note was drawn only under a site. This is the same note grouped\n * by site — each site's routed forms, the forms that could route with the\n * switch beside them, and the forms that cannot with the reason as the\n * tooltip — over the sites the mount already bounds. The always-on\n * surfaces are named once at the top, because a member sign-up files a\n * lead on every site and saying so three times would suggest otherwise.\n *\n * ## Bounded two ways\n *\n * The sites come from the mount, which the shell already capped; and only\n * the first {@link ORG_LEAD_SURFACES_OPEN_SITES} groups mount their reader\n * until the reader opens the rest, so an org with twenty sites opens three\n * listeners on arrival and not twenty.\n *\n * ## Links\n *\n * A site's name opens its own Leads section, and a form its own page, both\n * built from the mount's `hostsPath` and the site's subdomain the way the\n * mount builds a site's hub; a site whose subdomain never resolved is named\n * and not linked. No host-index read per site: the mount already answered.\n *\n * Rendered only beneath the org mount — under a site the hook answers\n * `null` and so does the note, which keeps the section's one-line choice\n * between the two notes honest.\n */\nexport function OrgLeadSurfacesNote() {\n  const mount = useCrmOrgMount()\n  const { turningOn, turnOn } = useTurnOnLeadRouting()\n  const [opened, setOpened] = useState(false)\n  if (!mount) return null\n  const { hosts, hostsReady } = mount\n  const shown = opened ? hosts : hosts.slice(0, ORG_LEAD_SURFACES_OPEN_SITES)\n  const folded = hosts.length - shown.length\n  return (\n    <Stack spacing={1}>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {`${LEAD_SURFACES_INTRO}, on every site. ${LEAD_SURFACES_CONTACTS_TOO}`}\n      </Typography>\n      {!hostsReady ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {'…'}\n        </Typography>\n      ) : !hosts.length ? (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'This organization has no sites yet.'}\n        </Typography>\n      ) : (\n        <>\n          {shown.map((host) => (\n            <SiteLeadSurfaces\n              key={host.id}\n              host={host}\n              mount={mount}\n              turningOn={turningOn}\n              onTurnOn={(form) =>\n                void turnOn({ hostId: host.id, form, siteName: mount.siteName(host.id) })\n              }\n            />\n          ))}\n          {folded > 0 ? (\n            <Button\n              size=\"small\"\n              variant=\"text\"\n              onClick={() => setOpened(true)}\n              sx={{ alignSelf: 'flex-start' }}\n            >\n              {`Show ${folded} more ${folded === 1 ? 'site' : 'sites'}`}\n            </Button>\n          ) : hosts.length > ORG_LEAD_SURFACES_OPEN_SITES ? (\n            <Button\n              size=\"small\"\n              variant=\"text\"\n              onClick={() => setOpened(false)}\n              sx={{ alignSelf: 'flex-start' }}\n            >\n              {`Show the first ${ORG_LEAD_SURFACES_OPEN_SITES} sites only`}\n            </Button>\n          ) : null}\n        </>\n      )}\n    </Stack>\n  )\n}\nOrgLeadSurfacesNote.displayName = 'OrgLeadSurfacesNote'\n\n/**\n * One site's group: its name, then the same two rows the site note draws,\n * read by the same reader. A site with no forms says so in one line rather\n * than drawing an empty \"no form routes leads yet\" that reads like a\n * verdict on forms that do not exist.\n */\nfunction SiteLeadSurfaces(props: {\n  host: ConsolePluginOrgHost\n  mount: CrmOrgMount\n  turningOn: LeadRoutingTarget | null\n  onTurnOn: (form: LeadSurfaceForm) => void\n}) {\n  const { host, mount, turningOn, onTurnOn } = props\n  const { routed, unrouted, truncated, status } = useLeadSurfaceForms(host.id)\n  const name = mount.siteName(host.id)\n  const hubHref = mount.siteHubHref(host.id)\n  const subdomain = mount.siteSubdomain(host.id)\n  const formHref = useCallback(\n    (formId: string) =>\n      subdomain\n        ? `${mount.hostsPath}/${encodeURIComponent(subdomain)}/forms/${encodeURIComponent(formId)}`\n        : null,\n    [mount.hostsPath, subdomain],\n  )\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"subtitle2\" component=\"div\">\n        {hubHref ? (\n          <AppLink href={`${hubHref}/leads`} underline=\"hover\">\n            {name}\n          </AppLink>\n        ) : (\n          name\n        )}\n      </Typography>\n      <Typography variant=\"body2\" color=\"text.secondary\" component=\"div\">\n        {status === 'loading' ? (\n          '…'\n        ) : status === 'error' ? (\n          'The forms on this site could not be read.'\n        ) : !routed.length && !unrouted.length ? (\n          'No forms on this site yet.'\n        ) : routed.length ? (\n          <>\n            {'Routing leads: '}\n            <LeadSurfaceFormList forms={routed} truncated={truncated} formHref={formHref} />\n            {'.'}\n          </>\n        ) : (\n          'No form routes leads yet.'\n        )}\n      </Typography>\n      {unrouted.length ? (\n        <UnroutedLeadSurfaces\n          hostId={host.id}\n          forms={unrouted}\n          formHref={formHref}\n          turningOn={turningOn}\n          onTurnOn={onTurnOn}\n        />\n      ) : null}\n    </Stack>\n  )\n}\nSiteLeadSurfaces.displayName = 'SiteLeadSurfaces'\n\nexport default OrgLeadSurfacesNote\n"],"names":["AppLink","Button","Stack","Typography","useCallback","useState","useCrmOrgMount","LEAD_SURFACES_CONTACTS_TOO","LEAD_SURFACES_INTRO","LeadSurfaceFormList","UnroutedLeadSurfaces","useLeadSurfaceForms","useTurnOnLeadRouting","ORG_LEAD_SURFACES_OPEN_SITES","OrgLeadSurfacesNote","mount","turningOn","turnOn","opened","setOpened","hosts","hostsReady","shown","slice","folded","length","spacing","variant","color","map","host","SiteLeadSurfaces","onTurnOn","form","hostId","id","siteName","size","onClick","sx","alignSelf","displayName","props","routed","unrouted","truncated","status","name","hubHref","siteHubHref","subdomain","siteSubdomain","formHref","formId","hostsPath","encodeURIComponent","component","href","underline","forms"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;AAGA,SAASA,OAAO,QAAQ,uBAAsB;AAC9C,SAASC,MAAM,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACzD,SAASC,WAAW,EAAEC,QAAQ,QAAQ,QAAO;AAC7C,SAA2BC,cAAc,QAAQ,gCAA4B;AAE7E,SACEC,0BAA0B,EAC1BC,mBAAmB,EAEnBC,mBAAmB,EACnBC,oBAAoB,EACpBC,mBAAmB,EACnBC,oBAAoB,QACf,0BAAsB;AAE7B;;;;CAIC,GACD,OAAO,MAAMC,+BAA+B,EAAC;AAE7C;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA6BC,GACD,OAAO,SAASC;IACd,MAAMC,QAAQT;IACd,MAAM,EAAEU,SAAS,EAAEC,MAAM,EAAE,GAAGL;IAC9B,MAAM,CAACM,QAAQC,UAAU,GAAGd,SAAS;IACrC,IAAI,CAACU,OAAO,OAAO;IACnB,MAAM,EAAEK,KAAK,EAAEC,UAAU,EAAE,GAAGN;IAC9B,MAAMO,QAAQJ,SAASE,QAAQA,MAAMG,KAAK,CAAC,GAAGV;IAC9C,MAAMW,SAASJ,MAAMK,MAAM,GAAGH,MAAMG,MAAM;IAC1C,qBACE,MAACvB;QAAMwB,SAAS;;0BACd,KAACvB;gBAAWwB,SAAQ;gBAAQC,OAAM;0BAC/B,GAAGpB,oBAAoB,iBAAiB,EAAED,4BAA4B;;YAExE,CAACc,2BACA,KAAClB;gBAAWwB,SAAQ;gBAAUC,OAAM;0BACjC;iBAED,CAACR,MAAMK,MAAM,iBACf,KAACtB;gBAAWwB,SAAQ;gBAAQC,OAAM;0BAC/B;+BAGH;;oBACGN,MAAMO,GAAG,CAAC,CAACC,qBACV,KAACC;4BAECD,MAAMA;4BACNf,OAAOA;4BACPC,WAAWA;4BACXgB,UAAU,CAACC,OACT,KAAKhB,OAAO;oCAAEiB,QAAQJ,KAAKK,EAAE;oCAAEF;oCAAMG,UAAUrB,MAAMqB,QAAQ,CAACN,KAAKK,EAAE;gCAAE;2BALpEL,KAAKK,EAAE;oBASfX,SAAS,kBACR,KAACvB;wBACCoC,MAAK;wBACLV,SAAQ;wBACRW,SAAS,IAAMnB,UAAU;wBACzBoB,IAAI;4BAAEC,WAAW;wBAAa;kCAE7B,CAAC,KAAK,EAAEhB,OAAO,MAAM,EAAEA,WAAW,IAAI,SAAS,SAAS;yBAEzDJ,MAAMK,MAAM,GAAGZ,6CACjB,KAACZ;wBACCoC,MAAK;wBACLV,SAAQ;wBACRW,SAAS,IAAMnB,UAAU;wBACzBoB,IAAI;4BAAEC,WAAW;wBAAa;kCAE7B,CAAC,eAAe,EAAE3B,6BAA6B,WAAW,CAAC;yBAE5D;;;;;AAKd;AACAC,oBAAoB2B,WAAW,GAAG;AAElC;;;;;CAKC,GACD,SAASV,iBAAiBW,KAKzB;IACC,MAAM,EAAEZ,IAAI,EAAEf,KAAK,EAAEC,SAAS,EAAEgB,QAAQ,EAAE,GAAGU;IAC7C,MAAM,EAAEC,MAAM,EAAEC,QAAQ,EAAEC,SAAS,EAAEC,MAAM,EAAE,GAAGnC,oBAAoBmB,KAAKK,EAAE;IAC3E,MAAMY,OAAOhC,MAAMqB,QAAQ,CAACN,KAAKK,EAAE;IACnC,MAAMa,UAAUjC,MAAMkC,WAAW,CAACnB,KAAKK,EAAE;IACzC,MAAMe,YAAYnC,MAAMoC,aAAa,CAACrB,KAAKK,EAAE;IAC7C,MAAMiB,WAAWhD,YACf,CAACiD,SACCH,YACI,GAAGnC,MAAMuC,SAAS,CAAC,CAAC,EAAEC,mBAAmBL,WAAW,OAAO,EAAEK,mBAAmBF,SAAS,GACzF,MACN;QAACtC,MAAMuC,SAAS;QAAEJ;KAAU;IAE9B,qBACE,MAAChD;QAAMwB,SAAS;;0BACd,KAACvB;gBAAWwB,SAAQ;gBAAY6B,WAAU;0BACvCR,wBACC,KAAChD;oBAAQyD,MAAM,GAAGT,QAAQ,MAAM,CAAC;oBAAEU,WAAU;8BAC1CX;qBAGHA;;0BAGJ,KAAC5C;gBAAWwB,SAAQ;gBAAQC,OAAM;gBAAiB4B,WAAU;0BAC1DV,WAAW,YACV,MACEA,WAAW,UACb,8CACE,CAACH,OAAOlB,MAAM,IAAI,CAACmB,SAASnB,MAAM,GACpC,+BACEkB,OAAOlB,MAAM,iBACf;;wBACG;sCACD,KAAChB;4BAAoBkD,OAAOhB;4BAAQE,WAAWA;4BAAWO,UAAUA;;wBACnE;;qBAGH;;YAGHR,SAASnB,MAAM,iBACd,KAACf;gBACCwB,QAAQJ,KAAKK,EAAE;gBACfwB,OAAOf;gBACPQ,UAAUA;gBACVpC,WAAWA;gBACXgB,UAAUA;iBAEV;;;AAGV;AACAD,iBAAiBU,WAAW,GAAG;AAE/B,eAAe3B,oBAAmB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/org-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 type { ConsolePluginOrgHost } from '@aglyn/aglyn'\nimport { pluginRecordHref } from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { AppLink } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport { useCallback, useState } from 'react'\nimport { type CrmOrgMount, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport type { LeadSurfaceForm } from '../model/lead-surfaces'\nimport {\n  LEAD_SURFACES_CONTACTS_TOO,\n  LEAD_SURFACES_INTRO,\n  type LeadRoutingTarget,\n  LeadSurfaceFormList,\n  UnroutedLeadSurfaces,\n  useLeadSurfaceForms,\n  useTurnOnLeadRouting,\n} from './lead-surfaces-note'\n\n/**\n * How many sites the note opens with their forms showing. The rest sit\n * behind a count until asked for — and, since a site's forms are read by\n * the group that shows them, are not read until then either.\n */\nexport const ORG_LEAD_SURFACES_OPEN_SITES = 3\n\n/**\n * WHAT CREATES A LEAD, ACROSS THE ORGANIZATION (AGL-2638).\n *\n * The org-level Leads section lists every site's leads in one table, and\n * for a while said nothing about why a form's people were in it: the\n * per-site note was drawn only under a site. This is the same note grouped\n * by site — each site's routed forms, the forms that could route with the\n * switch beside them, and the forms that cannot with the reason as the\n * tooltip — over the sites the mount already bounds. The always-on\n * surfaces are named once at the top, because a member sign-up files a\n * lead on every site and saying so three times would suggest otherwise.\n *\n * ## Bounded two ways\n *\n * The sites come from the mount, which the shell already capped; and only\n * the first {@link ORG_LEAD_SURFACES_OPEN_SITES} groups mount their reader\n * until the reader opens the rest, so an org with twenty sites opens three\n * listeners on arrival and not twenty.\n *\n * ## Links\n *\n * A site's name opens its own Leads section, and a form its own page, both\n * built from the mount's `hostsPath` and the site's subdomain the way the\n * mount builds a site's hub; a site whose subdomain never resolved is named\n * and not linked. No host-index read per site: the mount already answered.\n *\n * Rendered only beneath the org mount — under a site the hook answers\n * `null` and so does the note, which keeps the section's one-line choice\n * between the two notes honest.\n */\nexport function OrgLeadSurfacesNote() {\n  const mount = useCrmOrgMount()\n  const { turningOn, turnOn } = useTurnOnLeadRouting()\n  const [opened, setOpened] = useState(false)\n  if (!mount) return null\n  const { hosts, hostsReady } = mount\n  const shown = opened ? hosts : hosts.slice(0, ORG_LEAD_SURFACES_OPEN_SITES)\n  const folded = hosts.length - shown.length\n  return (\n    <Stack spacing={1}>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {`${LEAD_SURFACES_INTRO}, on every site. ${LEAD_SURFACES_CONTACTS_TOO}`}\n      </Typography>\n      {!hostsReady ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {'…'}\n        </Typography>\n      ) : !hosts.length ? (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'This organization has no sites yet.'}\n        </Typography>\n      ) : (\n        <>\n          {shown.map((host) => (\n            <SiteLeadSurfaces\n              key={host.id}\n              host={host}\n              mount={mount}\n              turningOn={turningOn}\n              onTurnOn={(form) =>\n                void turnOn({ hostId: host.id, form, siteName: mount.siteName(host.id) })\n              }\n            />\n          ))}\n          {folded > 0 ? (\n            <Button\n              size=\"small\"\n              variant=\"text\"\n              onClick={() => setOpened(true)}\n              sx={{ alignSelf: 'flex-start' }}\n            >\n              {`Show ${folded} more ${folded === 1 ? 'site' : 'sites'}`}\n            </Button>\n          ) : hosts.length > ORG_LEAD_SURFACES_OPEN_SITES ? (\n            <Button\n              size=\"small\"\n              variant=\"text\"\n              onClick={() => setOpened(false)}\n              sx={{ alignSelf: 'flex-start' }}\n            >\n              {`Show the first ${ORG_LEAD_SURFACES_OPEN_SITES} sites only`}\n            </Button>\n          ) : null}\n        </>\n      )}\n    </Stack>\n  )\n}\nOrgLeadSurfacesNote.displayName = 'OrgLeadSurfacesNote'\n\n/**\n * One site's group: its name, then the same two rows the site note draws,\n * read by the same reader. A site with no forms says so in one line rather\n * than drawing an empty \"no form routes leads yet\" that reads like a\n * verdict on forms that do not exist.\n */\nfunction SiteLeadSurfaces(props: {\n  host: ConsolePluginOrgHost\n  mount: CrmOrgMount\n  turningOn: LeadRoutingTarget | null\n  onTurnOn: (form: LeadSurfaceForm) => void\n}) {\n  const { host, mount, turningOn, onTurnOn } = props\n  const { routed, unrouted, truncated, status } = useLeadSurfaceForms(host.id)\n  const name = mount.siteName(host.id)\n  const hubHref = mount.siteHubHref(host.id)\n  const subdomain = mount.siteSubdomain(host.id)\n  const formHref = useCallback(\n    (formId: string) =>\n      subdomain ? pluginRecordHref('form', { orgSlug: mount.orgSlug, host: subdomain }, formId) : null,\n    [mount.orgSlug, subdomain],\n  )\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"subtitle2\" component=\"div\">\n        {hubHref ? (\n          <AppLink href={`${hubHref}/leads`} underline=\"hover\">\n            {name}\n          </AppLink>\n        ) : (\n          name\n        )}\n      </Typography>\n      <Typography variant=\"body2\" color=\"text.secondary\" component=\"div\">\n        {status === 'loading' ? (\n          '…'\n        ) : status === 'error' ? (\n          'The forms on this site could not be read.'\n        ) : !routed.length && !unrouted.length ? (\n          'No forms on this site yet.'\n        ) : routed.length ? (\n          <>\n            {'Routing leads: '}\n            <LeadSurfaceFormList forms={routed} truncated={truncated} formHref={formHref} />\n            {'.'}\n          </>\n        ) : (\n          'No form routes leads yet.'\n        )}\n      </Typography>\n      {unrouted.length ? (\n        <UnroutedLeadSurfaces\n          hostId={host.id}\n          forms={unrouted}\n          formHref={formHref}\n          turningOn={turningOn}\n          onTurnOn={onTurnOn}\n        />\n      ) : null}\n    </Stack>\n  )\n}\nSiteLeadSurfaces.displayName = 'SiteLeadSurfaces'\n\nexport default OrgLeadSurfacesNote\n"],"names":["pluginRecordHref","AppLink","Button","Stack","Typography","useCallback","useState","useCrmOrgMount","LEAD_SURFACES_CONTACTS_TOO","LEAD_SURFACES_INTRO","LeadSurfaceFormList","UnroutedLeadSurfaces","useLeadSurfaceForms","useTurnOnLeadRouting","ORG_LEAD_SURFACES_OPEN_SITES","OrgLeadSurfacesNote","mount","turningOn","turnOn","opened","setOpened","hosts","hostsReady","shown","slice","folded","length","spacing","variant","color","map","host","SiteLeadSurfaces","onTurnOn","form","hostId","id","siteName","size","onClick","sx","alignSelf","displayName","props","routed","unrouted","truncated","status","name","hubHref","siteHubHref","subdomain","siteSubdomain","formHref","formId","orgSlug","component","href","underline","forms"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;AAGA,SAASA,gBAAgB,QAAQ,mDAAkD;AACnF,SAASC,OAAO,QAAQ,uBAAsB;AAC9C,SAASC,MAAM,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACzD,SAASC,WAAW,EAAEC,QAAQ,QAAQ,QAAO;AAC7C,SAA2BC,cAAc,QAAQ,gCAA4B;AAE7E,SACEC,0BAA0B,EAC1BC,mBAAmB,EAEnBC,mBAAmB,EACnBC,oBAAoB,EACpBC,mBAAmB,EACnBC,oBAAoB,QACf,0BAAsB;AAE7B;;;;CAIC,GACD,OAAO,MAAMC,+BAA+B,EAAC;AAE7C;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA6BC,GACD,OAAO,SAASC;IACd,MAAMC,QAAQT;IACd,MAAM,EAAEU,SAAS,EAAEC,MAAM,EAAE,GAAGL;IAC9B,MAAM,CAACM,QAAQC,UAAU,GAAGd,SAAS;IACrC,IAAI,CAACU,OAAO,OAAO;IACnB,MAAM,EAAEK,KAAK,EAAEC,UAAU,EAAE,GAAGN;IAC9B,MAAMO,QAAQJ,SAASE,QAAQA,MAAMG,KAAK,CAAC,GAAGV;IAC9C,MAAMW,SAASJ,MAAMK,MAAM,GAAGH,MAAMG,MAAM;IAC1C,qBACE,MAACvB;QAAMwB,SAAS;;0BACd,KAACvB;gBAAWwB,SAAQ;gBAAQC,OAAM;0BAC/B,GAAGpB,oBAAoB,iBAAiB,EAAED,4BAA4B;;YAExE,CAACc,2BACA,KAAClB;gBAAWwB,SAAQ;gBAAUC,OAAM;0BACjC;iBAED,CAACR,MAAMK,MAAM,iBACf,KAACtB;gBAAWwB,SAAQ;gBAAQC,OAAM;0BAC/B;+BAGH;;oBACGN,MAAMO,GAAG,CAAC,CAACC,qBACV,KAACC;4BAECD,MAAMA;4BACNf,OAAOA;4BACPC,WAAWA;4BACXgB,UAAU,CAACC,OACT,KAAKhB,OAAO;oCAAEiB,QAAQJ,KAAKK,EAAE;oCAAEF;oCAAMG,UAAUrB,MAAMqB,QAAQ,CAACN,KAAKK,EAAE;gCAAE;2BALpEL,KAAKK,EAAE;oBASfX,SAAS,kBACR,KAACvB;wBACCoC,MAAK;wBACLV,SAAQ;wBACRW,SAAS,IAAMnB,UAAU;wBACzBoB,IAAI;4BAAEC,WAAW;wBAAa;kCAE7B,CAAC,KAAK,EAAEhB,OAAO,MAAM,EAAEA,WAAW,IAAI,SAAS,SAAS;yBAEzDJ,MAAMK,MAAM,GAAGZ,6CACjB,KAACZ;wBACCoC,MAAK;wBACLV,SAAQ;wBACRW,SAAS,IAAMnB,UAAU;wBACzBoB,IAAI;4BAAEC,WAAW;wBAAa;kCAE7B,CAAC,eAAe,EAAE3B,6BAA6B,WAAW,CAAC;yBAE5D;;;;;AAKd;AACAC,oBAAoB2B,WAAW,GAAG;AAElC;;;;;CAKC,GACD,SAASV,iBAAiBW,KAKzB;IACC,MAAM,EAAEZ,IAAI,EAAEf,KAAK,EAAEC,SAAS,EAAEgB,QAAQ,EAAE,GAAGU;IAC7C,MAAM,EAAEC,MAAM,EAAEC,QAAQ,EAAEC,SAAS,EAAEC,MAAM,EAAE,GAAGnC,oBAAoBmB,KAAKK,EAAE;IAC3E,MAAMY,OAAOhC,MAAMqB,QAAQ,CAACN,KAAKK,EAAE;IACnC,MAAMa,UAAUjC,MAAMkC,WAAW,CAACnB,KAAKK,EAAE;IACzC,MAAMe,YAAYnC,MAAMoC,aAAa,CAACrB,KAAKK,EAAE;IAC7C,MAAMiB,WAAWhD,YACf,CAACiD,SACCH,YAAYnD,iBAAiB,QAAQ;YAAEuD,SAASvC,MAAMuC,OAAO;YAAExB,MAAMoB;QAAU,GAAGG,UAAU,MAC9F;QAACtC,MAAMuC,OAAO;QAAEJ;KAAU;IAE5B,qBACE,MAAChD;QAAMwB,SAAS;;0BACd,KAACvB;gBAAWwB,SAAQ;gBAAY4B,WAAU;0BACvCP,wBACC,KAAChD;oBAAQwD,MAAM,GAAGR,QAAQ,MAAM,CAAC;oBAAES,WAAU;8BAC1CV;qBAGHA;;0BAGJ,KAAC5C;gBAAWwB,SAAQ;gBAAQC,OAAM;gBAAiB2B,WAAU;0BAC1DT,WAAW,YACV,MACEA,WAAW,UACb,8CACE,CAACH,OAAOlB,MAAM,IAAI,CAACmB,SAASnB,MAAM,GACpC,+BACEkB,OAAOlB,MAAM,iBACf;;wBACG;sCACD,KAAChB;4BAAoBiD,OAAOf;4BAAQE,WAAWA;4BAAWO,UAAUA;;wBACnE;;qBAGH;;YAGHR,SAASnB,MAAM,iBACd,KAACf;gBACCwB,QAAQJ,KAAKK,EAAE;gBACfuB,OAAOd;gBACPQ,UAAUA;gBACVpC,WAAWA;gBACXgB,UAAUA;iBAEV;;;AAGV;AACAD,iBAAiBU,WAAW,GAAG;AAE/B,eAAe3B,oBAAmB"}

package/src/lib/components/recipes-card.js

@@ -17,6 +17,7 @@
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
 import { checkEntitlement, CRM_ACTION_RECIPES, planLabelGrantingFeature, pluginDocsHelp } from "@aglyn/aglyn";
+import { pluginRecordListHref } from "@aglyn/aglyn/plugin-manager/plugin-record-routes";
 import { AppLink, CardDisplay, SrOnly } from "@aglyn/shared-ui-jsx";
 import { ScrollTable } from "@aglyn/shared-ui-jsx/components/scroll-table.component";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
@@ -28,12 +29,16 @@ import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
 import { useCrmApi } from "./use-crm-api.js";
 /** How many of a site's forms the picker offers before it says it stopped. */ const FORM_OPTION_CEILING = 100;
 /**
- * The site's Automation → Actions page — where an installed action lives
- * and is edited — or `null` for a site whose subdomain the mount could not
- * answer, which is named and not linked.
+ * The site's list of actions — where an installed action lives and is
+ * edited — at the address the plugin that keeps actions publishes, or `null`
+ * for a site whose subdomain the mount could not answer or a workspace where
+ * no plugin keeps actions, which is named and not linked.
  */ function siteActionsHref(mount, hostId) {
     const subdomain = mount.siteSubdomain(hostId);
-    return subdomain ? `${mount.hostsPath}/${encodeURIComponent(subdomain)}/automation/actions` : null;
+    return subdomain ? pluginRecordListHref('action', {
+        orgSlug: mount.orgSlug,
+        host: subdomain
+    }) : null;
 }
 function standingOf(status, hostId, recipeId) {
     const site = status == null ? void 0 : status.get(hostId);

package/src/lib/components/recipes-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/recipes-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  type AglynOrgBilling,\n  checkEntitlement,\n  CRM_ACTION_RECIPES,\n  type CrmActionRecipe,\n  type CrmActionRecipeId,\n  planLabelGrantingFeature,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { AppLink, CardDisplay, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  ceilingedWindow,\n  collectionCeiling,\n  useFirestore,\n  useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Drawer,\n  MenuItem,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { collection } from 'firebase/firestore'\nimport { Fragment, useCallback, useEffect, useMemo, useState } from 'react'\nimport type {\n  CrmRecipeInstallResult,\n  CrmRecipeSiteStatus,\n} from '../constants/api-routes'\nimport { type CrmOrgMount, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmApi } from './use-crm-api'\n\n/** How many of a site's forms the picker offers before it says it stopped. */\nconst FORM_OPTION_CEILING = 100\n\n/**\n * The site's Automation → Actions page — where an installed action lives\n * and is edited — or `null` for a site whose subdomain the mount could not\n * answer, which is named and not linked.\n */\nfunction siteActionsHref(mount: CrmOrgMount, hostId: string): string | null {\n  const subdomain = mount.siteSubdomain(hostId)\n  return subdomain\n    ? `${mount.hostsPath}/${encodeURIComponent(subdomain)}/automation/actions`\n    : null\n}\n\n/**\n * Where a site stands with one recipe, read off the stamps the status route\n * answered. `maybe` is the third answer and the honest one: the site\n * carries actions saved before the stamp existed, any of which could have\n * started from the recipe, so the card neither lists the site as carrying\n * it nor offers the install as if to a blank site. `unread` is the answer\n * before the route has answered, or for a site it did not name.\n */\ntype SiteStanding = 'installed' | 'maybe' | 'clear' | 'unread'\n\nfunction standingOf(\n  status: ReadonlyMap<string, CrmRecipeSiteStatus> | null,\n  hostId: string,\n  recipeId: CrmActionRecipeId,\n): SiteStanding {\n  const site = status?.get(hostId)\n  if (!site) return 'unread'\n  if (site.installed.includes(recipeId)) return 'installed'\n  return site.unstamped > 0 ? 'maybe' : 'clear'\n}\n\n/**\n * The stamps of every site of the org, read once the site list is known\n * and again after each install, so the card reports what the documents\n * say rather than what it last did.\n */\nfunction useRecipeStatus(mount: CrmOrgMount | null) {\n  const api = useCrmApi(null)\n  const [sites, setSites] = useState<Map<string, CrmRecipeSiteStatus> | null>(null)\n  const [error, setError] = useState<string | null>(null)\n  const refresh = useCallback(async () => {\n    try {\n      const { response, payload } = await api('recipe-status', {})\n      if (!response.ok) {\n        setError(payload?.error ?? 'Which sites carry a recipe could not be read.')\n        return\n      }\n      const answered = (payload.sites ?? []) as CrmRecipeSiteStatus[]\n      setSites(new Map(answered.map((site) => [site.hostId, site])))\n      setError(null)\n    } catch (caught) {\n      console.error(caught)\n      setError('Which sites carry a recipe could not be read.')\n    }\n  }, [api])\n  const hostsReady = Boolean(mount?.hostsReady)\n  useEffect(() => {\n    if (hostsReady) void refresh()\n  }, [hostsReady, refresh])\n  return { sites, error, refresh }\n}\n\n/** A site's name, linked into its Actions page when the link is known. */\nfunction SiteLink(props: { mount: CrmOrgMount; hostId: string }) {\n  const { mount, hostId } = props\n  const href = siteActionsHref(mount, hostId)\n  const name = mount.siteName(hostId)\n  return href ? <AppLink href={href}>{name}</AppLink> : <>{name}</>\n}\nSiteLink.displayName = 'SiteLink'\n\n/** One recipe's \"Installed on\" cell: the sites that carry it, and the ones that may. */\nfunction InstalledOn(props: {\n  mount: CrmOrgMount\n  recipe: CrmActionRecipe\n  status: ReadonlyMap<string, CrmRecipeSiteStatus> | null\n}) {\n  const { mount, recipe, status } = props\n  if (!status) {\n    return (\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {'Reading…'}\n      </Typography>\n    )\n  }\n  const installed = mount.hosts.filter(\n    (host) => standingOf(status, host.id, recipe.id) === 'installed',\n  )\n  const maybe = mount.hosts.filter(\n    (host) => standingOf(status, host.id, recipe.id) === 'maybe',\n  )\n  return (\n    <Stack spacing={0.5}>\n      <Typography variant=\"body2\">\n        {installed.length === 0\n          ? 'Not installed on any site yet.'\n          : installed.map((host, index) => (\n              <Fragment key={host.id}>\n                {index > 0 ? ', ' : null}\n                <SiteLink mount={mount} hostId={host.id} />\n              </Fragment>\n            ))}\n      </Typography>\n      {maybe.length > 0 ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {`May already have it: ${maybe.map((host) => host.name).join(', ')} — ` +\n            'actions there were saved before recipes were tracked.'}\n        </Typography>\n      ) : null}\n    </Stack>\n  )\n}\nInstalledOn.displayName = 'InstalledOn'\n\ninterface RecipeInstallFormProps {\n  recipe: CrmActionRecipe\n  mount: CrmOrgMount\n  status: ReadonlyMap<string, CrmRecipeSiteStatus> | null\n  onClose: () => void\n  onInstalled: (result: CrmRecipeInstallResult, hostId: string) => void\n}\n\n/**\n * The install drawer's body: pick the site, pick the form a recipe that\n * needs one is keyed on, confirm. Mounted fresh on every opening — the\n * Drawer unmounts it when closed — so the picks start over each time from\n * the session's site, when that site does not already carry the recipe.\n *\n * The forms are read from the picked site only once a site is picked and\n * only for a recipe that needs one, so a reader installing the other three\n * pays no read. Live forms only: an archived form collects nothing, and a\n * recipe keyed on it would never fire.\n */\nfunction RecipeInstallForm(props: RecipeInstallFormProps) {\n  const { recipe, mount, status, onClose, onInstalled } = props\n  const firestore = useFirestore()\n  const api = useCrmApi(null)\n  const needsForm = recipe.needs === 'form'\n  const [hostId, setHostId] = useState(() => {\n    const pick = mount.createHostId\n    return pick && standingOf(status, pick, recipe.id) !== 'installed' ? pick : ''\n  })\n  const [formId, setFormId] = useState('')\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n\n  const { data: formRead, status: formsStatus } = useFirestoreCollection<any>(\n    () =>\n      needsForm && hostId\n        ? collectionCeiling(\n            collection(firestore, 'hosts', hostId, 'forms'),\n            FORM_OPTION_CEILING,\n          )\n        : null,\n    [firestore, needsForm, hostId],\n    { idField: '$id' },\n  )\n  const { rows: formDocs, truncated: formsTruncated } = ceilingedWindow<any>(\n    formRead,\n    FORM_OPTION_CEILING,\n  )\n  const formOptions = useMemo(\n    () =>\n      (formDocs ?? [])\n        .filter((form: any) => !form.archivedAt)\n        .map((form: any) => ({\n          id: form.$id as string,\n          name: (String(form.displayName ?? '').trim() || form.$id) as string,\n        }))\n        .sort((a: { name: string }, b: { name: string }) =>\n          a.name.localeCompare(b.name),\n        ),\n    [formDocs],\n  )\n  const formsLoading = needsForm && Boolean(hostId) && formsStatus === 'loading'\n\n  const canInstall =\n    Boolean(hostId) && (!needsForm || Boolean(formId)) && !busy && !formsLoading\n\n  const handleInstall = async () => {\n    if (!canInstall) return\n    setBusy(true)\n    setError(null)\n    try {\n      const { response, payload } = await api('recipe-install', {\n        hostId,\n        recipeId: recipe.id,\n        ...(formId ? { formId } : {}),\n      })\n      if (!response.ok) {\n        setError(payload?.error ?? 'The recipe could not be installed.')\n        return\n      }\n      onInstalled(payload as CrmRecipeInstallResult, hostId)\n    } catch (caught) {\n      console.error(caught)\n      setError('The recipe could not be installed.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  const siteSuffix = (id: string) => {\n    const standing = standingOf(status, id, recipe.id)\n    if (standing === 'installed') return ' — installed'\n    if (standing === 'maybe') return ' — may already have it'\n    return ''\n  }\n\n  return (\n    <Stack spacing={2} sx={{ width: 380, p: 3 }}>\n      <Typography variant=\"h6\">{`Install “${recipe.title}”`}</Typography>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {recipe.description}\n      </Typography>\n      <TextField\n        select\n        size=\"small\"\n        label=\"Site\"\n        value={hostId}\n        onChange={(event) => {\n          setHostId(event.target.value)\n          setFormId('')\n          setError(null)\n        }}\n        disabled={busy}\n        helperText={\n          mount.hosts.length === 0\n            ? 'This organization has no sites yet.'\n            : 'The action is written into this site’s Automation → Actions.'\n        }\n        fullWidth\n      >\n        {mount.hosts.map((host) => (\n          <MenuItem\n            key={host.id}\n            value={host.id}\n            disabled={standingOf(status, host.id, recipe.id) === 'installed'}\n          >\n            {`${host.name}${siteSuffix(host.id)}`}\n          </MenuItem>\n        ))}\n      </TextField>\n      {needsForm ? (\n        <TextField\n          select\n          size=\"small\"\n          label=\"Form\"\n          value={formId}\n          onChange={(event) => setFormId(event.target.value)}\n          disabled={!hostId || busy || formsLoading}\n          helperText={\n            !hostId\n              ? 'Pick the site first; the recipe is keyed on one of its forms.'\n              : formsLoading\n                ? 'Loading the site’s forms…'\n                : formOptions.length === 0\n                  ? 'This site has no live forms.'\n                  : formsTruncated\n                    ? `Showing the first ${FORM_OPTION_CEILING} forms.`\n                    : 'Contacts this form makes are tagged with its name.'\n          }\n          fullWidth\n        >\n          {formOptions.map((form) => (\n            <MenuItem key={form.id} value={form.id}>\n              {form.name}\n            </MenuItem>\n          ))}\n        </TextField>\n      ) : null}\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {'The action is created enabled, exactly as the recipe defines it. ' +\n          'Change anything afterwards from the site’s Automation → Actions page.'}\n      </Typography>\n      {error ? (\n        <Typography variant=\"body2\" color=\"error\">\n          {error}\n        </Typography>\n      ) : null}\n      <Stack direction=\"row\" spacing={1}>\n        <Button\n          variant=\"contained\"\n          color=\"primary\"\n          disabled={!canInstall}\n          onClick={() => void handleInstall()}\n        >\n          {busy ? 'Installing…' : 'Install'}\n        </Button>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n      </Stack>\n    </Stack>\n  )\n}\nRecipeInstallForm.displayName = 'RecipeInstallForm'\n\nexport interface RecipesCardProps {\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * \"Recipes\" — the CRM's ready-made automations, installed on a site from\n * the organization (AGL-2639).\n *\n * ## Why this card exists at the org level and nowhere else\n *\n * Automation is a site feature: a site's Actions page has a Recipes menu\n * that opens the editor prefilled, and the person saves what they see.\n * The org hub mounts over every site with no editor of its own, so it had\n * no recipes at all, and an org running five sites installed \"Welcome a\n * new lead\" five times by hand. This card is the org's door: every recipe,\n * the sites that already carry it, and Install, which writes the action\n * into the site the reader picks through the server — the server stamps\n * the recipe, refuses a site outside the org, and refuses a second copy.\n * Under a site the section does not mount it; the site's own menu is the\n * right door there.\n *\n * ## \"Installed on\" reads the stamp, and says when it cannot\n *\n * The status route answers, per site, the recipes a live action is stamped\n * with and how many live actions carry no stamp. A site with any of the\n * latter is named as one that MAY already have the recipe rather than\n * listed as clear: those actions were saved before the stamp existed and\n * the card cannot tell a hand-built welcome from an installed one.\n *\n * ## Creation opens a drawer\n *\n * Install is a button per row; the picks — the site, and for Tag by form\n * one of that site's forms — live in a drawer, never above the list.\n */\nexport function RecipesCard(props: RecipesCardProps) {\n  const { org } = props\n  const mount = useCrmOrgMount()\n  const { enqueueSnackbar } = useSnackbar()\n  const status = useRecipeStatus(mount)\n  const refreshStatus = status.refresh\n  const [installing, setInstalling] = useState<CrmActionRecipe | null>(null)\n  const [lastInstall, setLastInstall] = useState<{\n    hostId: string\n    name: string\n  } | null>(null)\n\n  const entitled = checkEntitlement(org, 'actions')\n  const canInstall = Boolean(mount?.hostsReady) && entitled\n\n  const handleInstalled = useCallback(\n    (result: CrmRecipeInstallResult, hostId: string) => {\n      setInstalling(null)\n      setLastInstall({ hostId, name: result.name })\n      enqueueSnackbar(\n        `Installed “${result.name}” on ${mount?.siteName(hostId) ?? hostId}`,\n        { variant: 'success', persist: false },\n      )\n      void refreshStatus()\n    },\n    [enqueueSnackbar, mount, refreshStatus],\n  )\n\n  // Mounted by the section only beneath the org hub's provider; the hooks\n  // above run either way, so the render order never depends on the mount.\n  if (!mount) return null\n\n  const lastInstallHref = lastInstall ? siteActionsHref(mount, lastInstall.hostId) : null\n  return (\n    <CardDisplay\n      header={'Recipes'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#recipes' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n    >\n      <Stack spacing={2}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Ready-made automations for the CRM. Install one on a site and the ' +\n            'action is written into that site’s Automation → Actions as the ' +\n            'recipe defines it, where it can be edited like any other action.'}\n        </Typography>\n        {lastInstall ? (\n          <Alert\n            severity=\"success\"\n            onClose={() => setLastInstall(null)}\n            action={\n              lastInstallHref ? (\n                // A link dressed as a button: the anchor carries its own\n                // href, so it keeps the link role a navigation door has.\n                <Button\n                  component={AppLink as any}\n                  {...({\n                    componentVariant: 'naked',\n                    nativeButton: false,\n                  } as any)}\n                  href={lastInstallHref}\n                  size=\"small\"\n                  color=\"inherit\"\n                >\n                  {'Open Automation → Actions'}\n                </Button>\n              ) : undefined\n            }\n          >\n            {`Installed “${lastInstall.name}” on ${mount.siteName(lastInstall.hostId)}.`}\n          </Alert>\n        ) : null}\n        {status.error ? (\n          <Typography variant=\"caption\" color=\"error\">\n            {status.error}\n          </Typography>\n        ) : null}\n        <ScrollTable size=\"small\">\n          <TableHead>\n            <TableRow>\n              <TableCell>{'Recipe'}</TableCell>\n              <TableCell>{'Installed on'}</TableCell>\n              <TableCell align=\"right\" />\n            </TableRow>\n          </TableHead>\n          <TableBody>\n            {CRM_ACTION_RECIPES.map((recipe) => (\n              <TableRow key={recipe.id} hover>\n                <TableCell sx={{ maxWidth: 360 }}>\n                  <Typography variant=\"body2\">{recipe.title}</Typography>\n                  <Typography variant=\"caption\" color=\"text.secondary\">\n                    {recipe.description}\n                  </Typography>\n                </TableCell>\n                <TableCell>\n                  <InstalledOn mount={mount} recipe={recipe} status={status.sites} />\n                </TableCell>\n                <TableCell align=\"right\" sx={{ width: 120 }}>\n                  <Button\n                    size=\"small\"\n                    variant=\"outlined\"\n                    disabled={!canInstall}\n                    onClick={() => setInstalling(recipe)}\n                  >\n                    {'Install'}\n                    <SrOnly>{` ${recipe.title}`}</SrOnly>\n                  </Button>\n                </TableCell>\n              </TableRow>\n            ))}\n          </TableBody>\n        </ScrollTable>\n        {!entitled ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`The actions builder requires the ${planLabelGrantingFeature('actions') ?? 'Pro'} ` +\n              'plan — see Billing to upgrade.'}\n          </Typography>\n        ) : null}\n        {mount.hostsReady && mount.hosts.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'This organization has no sites yet, so there is nowhere to install a recipe.'}\n          </Typography>\n        ) : null}\n      </Stack>\n      <Drawer anchor=\"right\" open={Boolean(installing)} onClose={() => setInstalling(null)}>\n        {installing ? (\n          <RecipeInstallForm\n            recipe={installing}\n            mount={mount}\n            status={status.sites}\n            onClose={() => setInstalling(null)}\n            onInstalled={handleInstalled}\n          />\n        ) : null}\n      </Drawer>\n    </CardDisplay>\n  )\n}\nRecipesCard.displayName = 'RecipesCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/recipes-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  type AglynOrgBilling,\n  checkEntitlement,\n  CRM_ACTION_RECIPES,\n  type CrmActionRecipe,\n  type CrmActionRecipeId,\n  planLabelGrantingFeature,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { pluginRecordListHref } from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { AppLink, CardDisplay, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  ceilingedWindow,\n  collectionCeiling,\n  useFirestore,\n  useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Drawer,\n  MenuItem,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { collection } from 'firebase/firestore'\nimport { Fragment, useCallback, useEffect, useMemo, useState } from 'react'\nimport type {\n  CrmRecipeInstallResult,\n  CrmRecipeSiteStatus,\n} from '../constants/api-routes'\nimport { type CrmOrgMount, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmApi } from './use-crm-api'\n\n/** How many of a site's forms the picker offers before it says it stopped. */\nconst FORM_OPTION_CEILING = 100\n\n/**\n * The site's list of actions — where an installed action lives and is\n * edited — at the address the plugin that keeps actions publishes, or `null`\n * for a site whose subdomain the mount could not answer or a workspace where\n * no plugin keeps actions, which is named and not linked.\n */\nfunction siteActionsHref(mount: CrmOrgMount, hostId: string): string | null {\n  const subdomain = mount.siteSubdomain(hostId)\n  return subdomain\n    ? pluginRecordListHref('action', { orgSlug: mount.orgSlug, host: subdomain })\n    : null\n}\n\n/**\n * Where a site stands with one recipe, read off the stamps the status route\n * answered. `maybe` is the third answer and the honest one: the site\n * carries actions saved before the stamp existed, any of which could have\n * started from the recipe, so the card neither lists the site as carrying\n * it nor offers the install as if to a blank site. `unread` is the answer\n * before the route has answered, or for a site it did not name.\n */\ntype SiteStanding = 'installed' | 'maybe' | 'clear' | 'unread'\n\nfunction standingOf(\n  status: ReadonlyMap<string, CrmRecipeSiteStatus> | null,\n  hostId: string,\n  recipeId: CrmActionRecipeId,\n): SiteStanding {\n  const site = status?.get(hostId)\n  if (!site) return 'unread'\n  if (site.installed.includes(recipeId)) return 'installed'\n  return site.unstamped > 0 ? 'maybe' : 'clear'\n}\n\n/**\n * The stamps of every site of the org, read once the site list is known\n * and again after each install, so the card reports what the documents\n * say rather than what it last did.\n */\nfunction useRecipeStatus(mount: CrmOrgMount | null) {\n  const api = useCrmApi(null)\n  const [sites, setSites] = useState<Map<string, CrmRecipeSiteStatus> | null>(null)\n  const [error, setError] = useState<string | null>(null)\n  const refresh = useCallback(async () => {\n    try {\n      const { response, payload } = await api('recipe-status', {})\n      if (!response.ok) {\n        setError(payload?.error ?? 'Which sites carry a recipe could not be read.')\n        return\n      }\n      const answered = (payload.sites ?? []) as CrmRecipeSiteStatus[]\n      setSites(new Map(answered.map((site) => [site.hostId, site])))\n      setError(null)\n    } catch (caught) {\n      console.error(caught)\n      setError('Which sites carry a recipe could not be read.')\n    }\n  }, [api])\n  const hostsReady = Boolean(mount?.hostsReady)\n  useEffect(() => {\n    if (hostsReady) void refresh()\n  }, [hostsReady, refresh])\n  return { sites, error, refresh }\n}\n\n/** A site's name, linked into its Actions page when the link is known. */\nfunction SiteLink(props: { mount: CrmOrgMount; hostId: string }) {\n  const { mount, hostId } = props\n  const href = siteActionsHref(mount, hostId)\n  const name = mount.siteName(hostId)\n  return href ? <AppLink href={href}>{name}</AppLink> : <>{name}</>\n}\nSiteLink.displayName = 'SiteLink'\n\n/** One recipe's \"Installed on\" cell: the sites that carry it, and the ones that may. */\nfunction InstalledOn(props: {\n  mount: CrmOrgMount\n  recipe: CrmActionRecipe\n  status: ReadonlyMap<string, CrmRecipeSiteStatus> | null\n}) {\n  const { mount, recipe, status } = props\n  if (!status) {\n    return (\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {'Reading…'}\n      </Typography>\n    )\n  }\n  const installed = mount.hosts.filter(\n    (host) => standingOf(status, host.id, recipe.id) === 'installed',\n  )\n  const maybe = mount.hosts.filter(\n    (host) => standingOf(status, host.id, recipe.id) === 'maybe',\n  )\n  return (\n    <Stack spacing={0.5}>\n      <Typography variant=\"body2\">\n        {installed.length === 0\n          ? 'Not installed on any site yet.'\n          : installed.map((host, index) => (\n              <Fragment key={host.id}>\n                {index > 0 ? ', ' : null}\n                <SiteLink mount={mount} hostId={host.id} />\n              </Fragment>\n            ))}\n      </Typography>\n      {maybe.length > 0 ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {`May already have it: ${maybe.map((host) => host.name).join(', ')} — ` +\n            'actions there were saved before recipes were tracked.'}\n        </Typography>\n      ) : null}\n    </Stack>\n  )\n}\nInstalledOn.displayName = 'InstalledOn'\n\ninterface RecipeInstallFormProps {\n  recipe: CrmActionRecipe\n  mount: CrmOrgMount\n  status: ReadonlyMap<string, CrmRecipeSiteStatus> | null\n  onClose: () => void\n  onInstalled: (result: CrmRecipeInstallResult, hostId: string) => void\n}\n\n/**\n * The install drawer's body: pick the site, pick the form a recipe that\n * needs one is keyed on, confirm. Mounted fresh on every opening — the\n * Drawer unmounts it when closed — so the picks start over each time from\n * the session's site, when that site does not already carry the recipe.\n *\n * The forms are read from the picked site only once a site is picked and\n * only for a recipe that needs one, so a reader installing the other three\n * pays no read. Live forms only: an archived form collects nothing, and a\n * recipe keyed on it would never fire.\n */\nfunction RecipeInstallForm(props: RecipeInstallFormProps) {\n  const { recipe, mount, status, onClose, onInstalled } = props\n  const firestore = useFirestore()\n  const api = useCrmApi(null)\n  const needsForm = recipe.needs === 'form'\n  const [hostId, setHostId] = useState(() => {\n    const pick = mount.createHostId\n    return pick && standingOf(status, pick, recipe.id) !== 'installed' ? pick : ''\n  })\n  const [formId, setFormId] = useState('')\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n\n  const { data: formRead, status: formsStatus } = useFirestoreCollection<any>(\n    () =>\n      needsForm && hostId\n        ? collectionCeiling(\n            collection(firestore, 'hosts', hostId, 'forms'),\n            FORM_OPTION_CEILING,\n          )\n        : null,\n    [firestore, needsForm, hostId],\n    { idField: '$id' },\n  )\n  const { rows: formDocs, truncated: formsTruncated } = ceilingedWindow<any>(\n    formRead,\n    FORM_OPTION_CEILING,\n  )\n  const formOptions = useMemo(\n    () =>\n      (formDocs ?? [])\n        .filter((form: any) => !form.archivedAt)\n        .map((form: any) => ({\n          id: form.$id as string,\n          name: (String(form.displayName ?? '').trim() || form.$id) as string,\n        }))\n        .sort((a: { name: string }, b: { name: string }) =>\n          a.name.localeCompare(b.name),\n        ),\n    [formDocs],\n  )\n  const formsLoading = needsForm && Boolean(hostId) && formsStatus === 'loading'\n\n  const canInstall =\n    Boolean(hostId) && (!needsForm || Boolean(formId)) && !busy && !formsLoading\n\n  const handleInstall = async () => {\n    if (!canInstall) return\n    setBusy(true)\n    setError(null)\n    try {\n      const { response, payload } = await api('recipe-install', {\n        hostId,\n        recipeId: recipe.id,\n        ...(formId ? { formId } : {}),\n      })\n      if (!response.ok) {\n        setError(payload?.error ?? 'The recipe could not be installed.')\n        return\n      }\n      onInstalled(payload as CrmRecipeInstallResult, hostId)\n    } catch (caught) {\n      console.error(caught)\n      setError('The recipe could not be installed.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  const siteSuffix = (id: string) => {\n    const standing = standingOf(status, id, recipe.id)\n    if (standing === 'installed') return ' — installed'\n    if (standing === 'maybe') return ' — may already have it'\n    return ''\n  }\n\n  return (\n    <Stack spacing={2} sx={{ width: 380, p: 3 }}>\n      <Typography variant=\"h6\">{`Install “${recipe.title}”`}</Typography>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {recipe.description}\n      </Typography>\n      <TextField\n        select\n        size=\"small\"\n        label=\"Site\"\n        value={hostId}\n        onChange={(event) => {\n          setHostId(event.target.value)\n          setFormId('')\n          setError(null)\n        }}\n        disabled={busy}\n        helperText={\n          mount.hosts.length === 0\n            ? 'This organization has no sites yet.'\n            : 'The action is written into this site’s Automation → Actions.'\n        }\n        fullWidth\n      >\n        {mount.hosts.map((host) => (\n          <MenuItem\n            key={host.id}\n            value={host.id}\n            disabled={standingOf(status, host.id, recipe.id) === 'installed'}\n          >\n            {`${host.name}${siteSuffix(host.id)}`}\n          </MenuItem>\n        ))}\n      </TextField>\n      {needsForm ? (\n        <TextField\n          select\n          size=\"small\"\n          label=\"Form\"\n          value={formId}\n          onChange={(event) => setFormId(event.target.value)}\n          disabled={!hostId || busy || formsLoading}\n          helperText={\n            !hostId\n              ? 'Pick the site first; the recipe is keyed on one of its forms.'\n              : formsLoading\n                ? 'Loading the site’s forms…'\n                : formOptions.length === 0\n                  ? 'This site has no live forms.'\n                  : formsTruncated\n                    ? `Showing the first ${FORM_OPTION_CEILING} forms.`\n                    : 'Contacts this form makes are tagged with its name.'\n          }\n          fullWidth\n        >\n          {formOptions.map((form) => (\n            <MenuItem key={form.id} value={form.id}>\n              {form.name}\n            </MenuItem>\n          ))}\n        </TextField>\n      ) : null}\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {'The action is created enabled, exactly as the recipe defines it. ' +\n          'Change anything afterwards from the site’s Automation → Actions page.'}\n      </Typography>\n      {error ? (\n        <Typography variant=\"body2\" color=\"error\">\n          {error}\n        </Typography>\n      ) : null}\n      <Stack direction=\"row\" spacing={1}>\n        <Button\n          variant=\"contained\"\n          color=\"primary\"\n          disabled={!canInstall}\n          onClick={() => void handleInstall()}\n        >\n          {busy ? 'Installing…' : 'Install'}\n        </Button>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n      </Stack>\n    </Stack>\n  )\n}\nRecipeInstallForm.displayName = 'RecipeInstallForm'\n\nexport interface RecipesCardProps {\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * \"Recipes\" — the CRM's ready-made automations, installed on a site from\n * the organization (AGL-2639).\n *\n * ## Why this card exists at the org level and nowhere else\n *\n * Automation is a site feature: a site's Actions page has a Recipes menu\n * that opens the editor prefilled, and the person saves what they see.\n * The org hub mounts over every site with no editor of its own, so it had\n * no recipes at all, and an org running five sites installed \"Welcome a\n * new lead\" five times by hand. This card is the org's door: every recipe,\n * the sites that already carry it, and Install, which writes the action\n * into the site the reader picks through the server — the server stamps\n * the recipe, refuses a site outside the org, and refuses a second copy.\n * Under a site the section does not mount it; the site's own menu is the\n * right door there.\n *\n * ## \"Installed on\" reads the stamp, and says when it cannot\n *\n * The status route answers, per site, the recipes a live action is stamped\n * with and how many live actions carry no stamp. A site with any of the\n * latter is named as one that MAY already have the recipe rather than\n * listed as clear: those actions were saved before the stamp existed and\n * the card cannot tell a hand-built welcome from an installed one.\n *\n * ## Creation opens a drawer\n *\n * Install is a button per row; the picks — the site, and for Tag by form\n * one of that site's forms — live in a drawer, never above the list.\n */\nexport function RecipesCard(props: RecipesCardProps) {\n  const { org } = props\n  const mount = useCrmOrgMount()\n  const { enqueueSnackbar } = useSnackbar()\n  const status = useRecipeStatus(mount)\n  const refreshStatus = status.refresh\n  const [installing, setInstalling] = useState<CrmActionRecipe | null>(null)\n  const [lastInstall, setLastInstall] = useState<{\n    hostId: string\n    name: string\n  } | null>(null)\n\n  const entitled = checkEntitlement(org, 'actions')\n  const canInstall = Boolean(mount?.hostsReady) && entitled\n\n  const handleInstalled = useCallback(\n    (result: CrmRecipeInstallResult, hostId: string) => {\n      setInstalling(null)\n      setLastInstall({ hostId, name: result.name })\n      enqueueSnackbar(\n        `Installed “${result.name}” on ${mount?.siteName(hostId) ?? hostId}`,\n        { variant: 'success', persist: false },\n      )\n      void refreshStatus()\n    },\n    [enqueueSnackbar, mount, refreshStatus],\n  )\n\n  // Mounted by the section only beneath the org hub's provider; the hooks\n  // above run either way, so the render order never depends on the mount.\n  if (!mount) return null\n\n  const lastInstallHref = lastInstall ? siteActionsHref(mount, lastInstall.hostId) : null\n  return (\n    <CardDisplay\n      header={'Recipes'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#recipes' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n    >\n      <Stack spacing={2}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Ready-made automations for the CRM. Install one on a site and the ' +\n            'action is written into that site’s Automation → Actions as the ' +\n            'recipe defines it, where it can be edited like any other action.'}\n        </Typography>\n        {lastInstall ? (\n          <Alert\n            severity=\"success\"\n            onClose={() => setLastInstall(null)}\n            action={\n              lastInstallHref ? (\n                // A link dressed as a button: the anchor carries its own\n                // href, so it keeps the link role a navigation door has.\n                <Button\n                  component={AppLink as any}\n                  {...({\n                    componentVariant: 'naked',\n                    nativeButton: false,\n                  } as any)}\n                  href={lastInstallHref}\n                  size=\"small\"\n                  color=\"inherit\"\n                >\n                  {'Open Automation → Actions'}\n                </Button>\n              ) : undefined\n            }\n          >\n            {`Installed “${lastInstall.name}” on ${mount.siteName(lastInstall.hostId)}.`}\n          </Alert>\n        ) : null}\n        {status.error ? (\n          <Typography variant=\"caption\" color=\"error\">\n            {status.error}\n          </Typography>\n        ) : null}\n        <ScrollTable size=\"small\">\n          <TableHead>\n            <TableRow>\n              <TableCell>{'Recipe'}</TableCell>\n              <TableCell>{'Installed on'}</TableCell>\n              <TableCell align=\"right\" />\n            </TableRow>\n          </TableHead>\n          <TableBody>\n            {CRM_ACTION_RECIPES.map((recipe) => (\n              <TableRow key={recipe.id} hover>\n                <TableCell sx={{ maxWidth: 360 }}>\n                  <Typography variant=\"body2\">{recipe.title}</Typography>\n                  <Typography variant=\"caption\" color=\"text.secondary\">\n                    {recipe.description}\n                  </Typography>\n                </TableCell>\n                <TableCell>\n                  <InstalledOn mount={mount} recipe={recipe} status={status.sites} />\n                </TableCell>\n                <TableCell align=\"right\" sx={{ width: 120 }}>\n                  <Button\n                    size=\"small\"\n                    variant=\"outlined\"\n                    disabled={!canInstall}\n                    onClick={() => setInstalling(recipe)}\n                  >\n                    {'Install'}\n                    <SrOnly>{` ${recipe.title}`}</SrOnly>\n                  </Button>\n                </TableCell>\n              </TableRow>\n            ))}\n          </TableBody>\n        </ScrollTable>\n        {!entitled ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`The actions builder requires the ${planLabelGrantingFeature('actions') ?? 'Pro'} ` +\n              'plan — see Billing to upgrade.'}\n          </Typography>\n        ) : null}\n        {mount.hostsReady && mount.hosts.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'This organization has no sites yet, so there is nowhere to install a recipe.'}\n          </Typography>\n        ) : null}\n      </Stack>\n      <Drawer anchor=\"right\" open={Boolean(installing)} onClose={() => setInstalling(null)}>\n        {installing ? (\n          <RecipeInstallForm\n            recipe={installing}\n            mount={mount}\n            status={status.sites}\n            onClose={() => setInstalling(null)}\n            onInstalled={handleInstalled}\n          />\n        ) : null}\n      </Drawer>\n    </CardDisplay>\n  )\n}\nRecipesCard.displayName = 'RecipesCard'\n\nexport default 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