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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-campaigns-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  campaignMembershipUnchanged,\n  campaignMembershipValue,\n  pluginDocsHelp,\n  readCampaignIds,\n} from '@aglyn/aglyn'\nimport CampaignPicker, {\n  type CampaignPickerOption,\n} from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack } from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmClientListFields } from '../model/crm-list-query'\n\n/** The list field a campaign filing moves (AGL-3321). */\nconst LEAD_CAMPAIGN_LIST_FIELDS = ['scopedCampaignIds'] as const\n\n/** The helper line under the picker — the contact card's, word for word. */\nexport const LEAD_CAMPAIGNS_HELPER_TEXT =\n  'Your own filing. It never adds anyone to a send — a campaign mails its lists.'\n\n/**\n * The campaigns a lead is filed under, as NAMES for the record header.\n *\n * Resolved from the site's containers; an id with no live container — a\n * campaign the console deleted, or one still loading — is left out rather\n * than shown, because a document id on a chip tells a reader nothing and\n * looks like a fault. The picker below keeps such an id visible as itself,\n * so the filing is never silently lost; the header only ever names.\n */\nexport function leadCampaignNames(\n  lead: Record<string, unknown> | null | undefined,\n  options: readonly CampaignPickerOption[],\n): string[] {\n  const labels = new Map(options.map((option) => [option.value, option.label]))\n  return readCampaignIds(lead)\n    .map((id) => labels.get(id))\n    .filter((name): name is string => Boolean(name))\n}\n\nexport interface LeadCampaignsCardProps {\n  /**\n   * The lead's own site, or `null` at the organization level for a lead no\n   * site captured (AGL-3278). Read for the org root alone — the containers\n   * themselves are handed down as `options` — so the card serves both\n   * levels; the org-level mount answers the same org without a site.\n   */\n  hostId: string | null\n  leadId: string\n  lead: Record<string, unknown>\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  /** The site's campaigns, read once by the page for this card and the header. */\n  options: readonly CampaignPickerOption[]\n  /** The campaign read has answered — false while it settles. */\n  optionsReady: boolean\n  /**\n   * What a saved filing changed, once it has landed: the ids added to and\n   * removed from the lead's membership. The page files the activity\n   * entries (AGL-3274); the card only knows the document.\n   */\n  onFiled?: (change: { added: string[]; removed: string[] }) => void\n}\n\n/**\n * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).\n *\n * The contact's Relationship card has carried this picker since AGL-2596;\n * the lead's page had none, so a lead filed under a campaign by the New\n * lead drawer, the bulk bar or a sequence's enroll showed nothing of it —\n * the one field on the record the reader had no way to see or change.\n *\n * The same control, the same value helper, the same helper line. The save\n * is the lead's own client door — a one-field `update` on\n * `hosts/{hostId}/leads`, as the properties card writes status and notes —\n * guarded by the seed like every draft edited over a cached read, and\n * `campaignMembershipUnchanged` keeps Save quiet while the picker only\n * reorders what is stored. **Save filing** sits in the card header.\n *\n * It is FILING, not audience: the helper says so, in the sentence the\n * contact card uses, because a reader who finds a campaign picker on a\n * person's page assumes the opposite.\n */\nexport function LeadCampaignsCard(props: LeadCampaignsCardProps) {\n  const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const stored = readCampaignIds(lead)\n  const [selected, setSelected] = useState<string[]>(stored)\n  const [dirty, setDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  // A newer membership from the server replaces an UNEDITED selection — a\n  // sequence's enroll or a bulk add lands while the page is open — and an\n  // edited one is the reader's, decided by the guard on save.\n  const storedKey = stored.join(',')\n  useEffect(() => {\n    if (!dirty) setSelected(stored)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [storedKey, dirty])\n\n  const unchanged = campaignMembershipUnchanged(stored, selected)\n  const empty = optionsReady && !options.length\n\n  const save = async () => {\n    if (unchanged) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setSaving(true)\n    const next = campaignMembershipValue(selected)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n          campaignIds: next,\n          // The Leads list's Campaign filter under a site reads these\n          // (AGL-3321), from the lead with its new campaigns.\n          ...crmClientListFields('leads', lead, { campaignIds: next }, LEAD_CAMPAIGN_LIST_FIELDS),\n          updatedAt: serverTimestamp(),\n        })\n      },\n    )\n    setSaving(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The filing could not be saved.', { variant: 'warning' })\n      return\n    }\n    setDirty(false)\n    enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    onFiled?.({\n      added: next.filter((id) => !stored.includes(id)),\n      removed: stored.filter((id) => !next.includes(id)),\n    })\n  }\n\n  return (\n    <CardDisplay\n      header={'Campaigns'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: empty ? null : (\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || unchanged}\n            onClick={() => void save().catch((error: unknown) => {\n              console.error(error)\n              enqueueSnackbar(\n                error instanceof Error && error.message ? error.message : 'An error has occurred',\n                { variant: 'error', allowDuplicate: true },\n              )\n              setSaving(false)\n            })}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <CampaignPicker\n          options={options}\n          value={selected}\n          onChange={(next) => {\n            setSelected(next)\n            setDirty(true)\n          }}\n          label=\"Filed under campaigns\"\n          helperText={LEAD_CAMPAIGNS_HELPER_TEXT}\n          disabled={saving}\n          empty={empty}\n          emptyText=\"There are no campaigns to file this lead under yet. Create one from Marketing.\"\n        />\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadCampaignsCard.displayName = 'LeadCampaignsCard'\n\nexport default LeadCampaignsCard\n"],"names":["campaignMembershipUnchanged","campaignMembershipValue","pluginDocsHelp","readCampaignIds","CampaignPicker","CardDisplay","useSnackbar","useFirestore","writeGuardedBySeed","Button","Stack","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","crmClientListFields","LEAD_CAMPAIGN_LIST_FIELDS","LEAD_CAMPAIGNS_HELPER_TEXT","leadCampaignNames","lead","options","labels","Map","map","option","value","label","id","get","filter","name","Boolean","LeadCampaignsCard","props","hostId","leadId","leadStatus","fromCache","optionsReady","onFiled","orgId","firestore","enqueueSnackbar","stored","selected","setSelected","dirty","setDirty","saving","setSaving","storedKey","join","unchanged","empty","length","save","variant","persist","next","verdict","subject","unreadable","campaignIds","updatedAt","ok","message","added","includes","removed","header","help","anchor","contentGutterX","contentGutterY","HeaderProps","action","size","disabled","onClick","catch","error","console","Error","allowDuplicate","spacing","onChange","helperText","emptyText","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,2BAA2B,EAC3BC,uBAAuB,EACvBC,cAAc,EACdC,eAAe,QACV,eAAc;AACrB,OAAOC,oBAEA,wEAAuE;AAC9E,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAEEC,YAAY,EACZC,kBAAkB,QACb,iCAAgC;AACvC,SAASC,MAAM,EAAEC,KAAK,QAAQ,gBAAe;AAC7C,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,mBAAmB,QAAQ,6BAAyB;AAE7D,uDAAuD,GACvD,MAAMC,4BAA4B;IAAC;CAAoB;AAEvD,0EAA0E,GAC1E,OAAO,MAAMC,6BACX,gFAA+E;AAEjF;;;;;;;;CAQC,GACD,OAAO,SAASC,kBACdC,IAAgD,EAChDC,OAAwC;IAExC,MAAMC,SAAS,IAAIC,IAAIF,QAAQG,GAAG,CAAC,CAACC,SAAW;YAACA,OAAOC,KAAK;YAAED,OAAOE,KAAK;SAAC;IAC3E,OAAOzB,gBAAgBkB,MACpBI,GAAG,CAAC,CAACI,KAAON,OAAOO,GAAG,CAACD,KACvBE,MAAM,CAAC,CAACC,OAAyBC,QAAQD;AAC9C;AA2BA;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASE,kBAAkBC,KAA6B;IAC7D,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAEhB,IAAI,EAAEiB,UAAU,EAAEC,SAAS,EAAEjB,OAAO,EAAEkB,YAAY,EAAEC,OAAO,EAAE,GAAGN;IACxF,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEO,KAAK,EAAE,GAAG1B,YAAY;QAAEoB;IAAO;IACvC,MAAMO,YAAYpC;IAClB,MAAM,EAAEqC,eAAe,EAAE,GAAGtC;IAC5B,MAAMuC,SAAS1C,gBAAgBkB;IAC/B,MAAM,CAACyB,UAAUC,YAAY,GAAGhC,SAAmB8B;IACnD,MAAM,CAACG,OAAOC,SAAS,GAAGlC,SAAS;IACnC,MAAM,CAACmC,QAAQC,UAAU,GAAGpC,SAAS;IACrC,wEAAwE;IACxE,wEAAwE;IACxE,4DAA4D;IAC5D,MAAMqC,YAAYP,OAAOQ,IAAI,CAAC;IAC9BvC,UAAU;QACR,IAAI,CAACkC,OAAOD,YAAYF;IACxB,uDAAuD;IACzD,GAAG;QAACO;QAAWJ;KAAM;IAErB,MAAMM,YAAYtD,4BAA4B6C,QAAQC;IACtD,MAAMS,QAAQf,gBAAgB,CAAClB,QAAQkC,MAAM;IAE7C,MAAMC,OAAO;QACX,IAAIH,WAAW;QACf,IAAI,CAACZ,OAAO;YACVE,gBAAgB,yDAAyD;gBACvEc,SAAS;gBACTC,SAAS;YACX;YACA;QACF;QACAR,UAAU;QACV,MAAMS,OAAO3D,wBAAwB6C;QACrC,MAAMe,UAAU,MAAMrD,mBACpB;YAAEsD,SAAS;YAAQvB;YAAWwB,YAAYzB,eAAe;QAAQ,GACjE;YACE,MAAMzB,UAAUF,IAAIgC,WAAW,QAAQD,OAAO,SAASL,SAAS;gBAC9D2B,aAAaJ;eAGV3C,oBAAoB,SAASI,MAAM;gBAAE2C,aAAaJ;YAAK,GAAG1C;gBAC7D+C,WAAWrD;;QAEf;QAEFuC,UAAU;QACV,IAAI,CAACU,QAAQK,EAAE,EAAE;gBACCL;YAAhBjB,iBAAgBiB,mBAAAA,QAAQM,OAAO,YAAfN,mBAAmB,kCAAkC;gBAAEH,SAAS;YAAU;YAC1F;QACF;QACAT,SAAS;QACTL,gBAAgB,gBAAgB;YAAEc,SAAS;YAAWC,SAAS;QAAM;QACrElB,2BAAAA,QAAU;YACR2B,OAAOR,KAAK7B,MAAM,CAAC,CAACF,KAAO,CAACgB,OAAOwB,QAAQ,CAACxC;YAC5CyC,SAASzB,OAAOd,MAAM,CAAC,CAACF,KAAO,CAAC+B,KAAKS,QAAQ,CAACxC;QAChD;IACF;IAEA,qBACE,KAACxB;QACCkE,QAAQ;QACRC,MAAMtE,eAAe,YAAY;YAAEuE,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,QAAQtB,QAAQ,qBACd,KAAC9C;gBACCqE,MAAK;gBACLpB,SAAQ;gBACRqB,UAAU7B,UAAUI;gBACpB0B,SAAS,IAAM,KAAKvB,OAAOwB,KAAK,CAAC,CAACC;wBAChCC,QAAQD,KAAK,CAACA;wBACdtC,gBACEsC,iBAAiBE,SAASF,MAAMf,OAAO,GAAGe,MAAMf,OAAO,GAAG,yBAC1D;4BAAET,SAAS;4BAAS2B,gBAAgB;wBAAK;wBAE3ClC,UAAU;oBACZ;0BAECD,SAAS,YAAY;;QAG5B;kBAEA,cAAA,KAACxC;YAAM4E,SAAS;sBACd,cAAA,KAAClF;gBACCkB,SAASA;gBACTK,OAAOmB;gBACPyC,UAAU,CAAC3B;oBACTb,YAAYa;oBACZX,SAAS;gBACX;gBACArB,OAAM;gBACN4D,YAAYrE;gBACZ4D,UAAU7B;gBACVK,OAAOA;gBACPkC,WAAU;;;;AAKpB;AACAvD,kBAAkBwD,WAAW,GAAG;AAEhC,eAAexD,kBAAiB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-campaigns-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  campaignMembershipUnchanged,\n  campaignMembershipValue,\n  pluginDocsHelp,\n  readCampaignIds,\n} from '@aglyn/aglyn'\nimport CampaignPicker, {\n  type CampaignPickerOption,\n} from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack } from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmClientListFields } from '../model/crm-list-query'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/** The list field a campaign filing moves (AGL-3321). */\nconst LEAD_CAMPAIGN_LIST_FIELDS = ['scopedCampaignIds'] as const\n\n/** The helper line under the picker — the contact card's, word for word. */\nexport const LEAD_CAMPAIGNS_HELPER_TEXT =\n  'Your own filing. It never adds anyone to a send — a campaign mails its lists.'\n\n/**\n * The campaigns a lead is filed under, as NAMES for the record header.\n *\n * Resolved from the site's containers; an id with no live container — a\n * campaign the console deleted, or one still loading — is left out rather\n * than shown, because a document id on a chip tells a reader nothing and\n * looks like a fault. The picker below keeps such an id visible as itself,\n * so the filing is never silently lost; the header only ever names.\n */\nexport function leadCampaignNames(\n  lead: Record<string, unknown> | null | undefined,\n  options: readonly CampaignPickerOption[],\n): string[] {\n  const labels = new Map(options.map((option) => [option.value, option.label]))\n  return readCampaignIds(lead)\n    .map((id) => labels.get(id))\n    .filter((name): name is string => Boolean(name))\n}\n\nexport interface LeadCampaignsCardProps {\n  /**\n   * The lead's own site, or `null` at the organization level for a lead no\n   * site captured (AGL-3278). Read for the org root alone — the containers\n   * themselves are handed down as `options` — so the card serves both\n   * levels; the org-level mount answers the same org without a site.\n   */\n  hostId: string | null\n  leadId: string\n  lead: Record<string, unknown>\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  /** The site's campaigns, read once by the page for this card and the header. */\n  options: readonly CampaignPickerOption[]\n  /** The campaign read has answered — false while it settles. */\n  optionsReady: boolean\n  /**\n   * What a saved filing changed, once it has landed: the ids added to and\n   * removed from the lead's membership. The page files the activity\n   * entries (AGL-3274); the card only knows the document.\n   */\n  onFiled?: (change: { added: string[]; removed: string[] }) => void\n}\n\n/**\n * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).\n *\n * The contact's Relationship card has carried this picker since AGL-2596;\n * the lead's page had none, so a lead filed under a campaign by the New\n * lead drawer, the bulk bar or a sequence's enroll showed nothing of it —\n * the one field on the record the reader had no way to see or change.\n *\n * The same control, the same value helper, the same helper line. The save\n * is the lead's own client door — a one-field `update` on\n * `hosts/{hostId}/leads`, as the properties card writes status and notes —\n * guarded by the seed like every draft edited over a cached read, and\n * `campaignMembershipUnchanged` keeps Save quiet while the picker only\n * reorders what is stored. **Save filing** sits in the card header.\n *\n * It is FILING, not audience: the helper says so, in the sentence the\n * contact card uses, because a reader who finds a campaign picker on a\n * person's page assumes the opposite.\n */\nexport function LeadCampaignsCard(props: LeadCampaignsCardProps) {\n  const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const stored = readCampaignIds(lead)\n  const [selected, setSelected] = useState<string[]>(stored)\n  const [dirty, setDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  // A newer membership from the server replaces an UNEDITED selection — a\n  // sequence's enroll or a bulk add lands while the page is open — and an\n  // edited one is the reader's, decided by the guard on save.\n  const storedKey = stored.join(',')\n  useEffect(() => {\n    if (!dirty) setSelected(stored)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [storedKey, dirty])\n\n  const unchanged = campaignMembershipUnchanged(stored, selected)\n  const empty = optionsReady && !options.length\n\n  const save = async () => {\n    if (unchanged) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setSaving(true)\n    const next = campaignMembershipValue(selected)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n          campaignIds: next,\n          // The Leads list's Campaign filter under a site reads these\n          // (AGL-3321), from the lead with its new campaigns.\n          ...crmClientListFields('leads', lead, { campaignIds: next }, LEAD_CAMPAIGN_LIST_FIELDS),\n          updatedAt: serverTimestamp(),\n        })\n      },\n    )\n    setSaving(false)\n    // A rule may share by campaign (AGL-3336).\n    if (verdict.ok) followUpSharing('leads', [leadId])\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The filing could not be saved.', { variant: 'warning' })\n      return\n    }\n    setDirty(false)\n    enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    onFiled?.({\n      added: next.filter((id) => !stored.includes(id)),\n      removed: stored.filter((id) => !next.includes(id)),\n    })\n  }\n\n  return (\n    <CardDisplay\n      header={'Campaigns'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: empty ? null : (\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || unchanged}\n            onClick={() => void save().catch((error: unknown) => {\n              console.error(error)\n              enqueueSnackbar(\n                error instanceof Error && error.message ? error.message : 'An error has occurred',\n                { variant: 'error', allowDuplicate: true },\n              )\n              setSaving(false)\n            })}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <CampaignPicker\n          options={options}\n          value={selected}\n          onChange={(next) => {\n            setSelected(next)\n            setDirty(true)\n          }}\n          label=\"Filed under campaigns\"\n          helperText={LEAD_CAMPAIGNS_HELPER_TEXT}\n          disabled={saving}\n          empty={empty}\n          emptyText=\"There are no campaigns to file this lead under yet. Create one from Marketing.\"\n        />\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadCampaignsCard.displayName = 'LeadCampaignsCard'\n\nexport default LeadCampaignsCard\n"],"names":["campaignMembershipUnchanged","campaignMembershipValue","pluginDocsHelp","readCampaignIds","CampaignPicker","CardDisplay","useSnackbar","useFirestore","writeGuardedBySeed","Button","Stack","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","crmClientListFields","useCrmSharingFollowUp","LEAD_CAMPAIGN_LIST_FIELDS","LEAD_CAMPAIGNS_HELPER_TEXT","leadCampaignNames","lead","options","labels","Map","map","option","value","label","id","get","filter","name","Boolean","LeadCampaignsCard","props","hostId","leadId","leadStatus","fromCache","optionsReady","onFiled","orgId","followUpSharing","firestore","enqueueSnackbar","stored","selected","setSelected","dirty","setDirty","saving","setSaving","storedKey","join","unchanged","empty","length","save","variant","persist","next","verdict","subject","unreadable","campaignIds","updatedAt","ok","message","added","includes","removed","header","help","anchor","contentGutterX","contentGutterY","HeaderProps","action","size","disabled","onClick","catch","error","console","Error","allowDuplicate","spacing","onChange","helperText","emptyText","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,2BAA2B,EAC3BC,uBAAuB,EACvBC,cAAc,EACdC,eAAe,QACV,eAAc;AACrB,OAAOC,oBAEA,wEAAuE;AAC9E,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAEEC,YAAY,EACZC,kBAAkB,QACb,iCAAgC;AACvC,SAASC,MAAM,EAAEC,KAAK,QAAQ,gBAAe;AAC7C,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,mBAAmB,QAAQ,6BAAyB;AAC7D,SAASC,qBAAqB,QAAQ,8BAA0B;AAEhE,uDAAuD,GACvD,MAAMC,4BAA4B;IAAC;CAAoB;AAEvD,0EAA0E,GAC1E,OAAO,MAAMC,6BACX,gFAA+E;AAEjF;;;;;;;;CAQC,GACD,OAAO,SAASC,kBACdC,IAAgD,EAChDC,OAAwC;IAExC,MAAMC,SAAS,IAAIC,IAAIF,QAAQG,GAAG,CAAC,CAACC,SAAW;YAACA,OAAOC,KAAK;YAAED,OAAOE,KAAK;SAAC;IAC3E,OAAO1B,gBAAgBmB,MACpBI,GAAG,CAAC,CAACI,KAAON,OAAOO,GAAG,CAACD,KACvBE,MAAM,CAAC,CAACC,OAAyBC,QAAQD;AAC9C;AA2BA;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASE,kBAAkBC,KAA6B;IAC7D,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAEhB,IAAI,EAAEiB,UAAU,EAAEC,SAAS,EAAEjB,OAAO,EAAEkB,YAAY,EAAEC,OAAO,EAAE,GAAGN;IACxF,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEO,KAAK,EAAE,GAAG3B,YAAY;QAAEqB;IAAO;IACvC,MAAMO,kBAAkB1B,sBAAsBmB,QAAQM;IACtD,MAAME,YAAYtC;IAClB,MAAM,EAAEuC,eAAe,EAAE,GAAGxC;IAC5B,MAAMyC,SAAS5C,gBAAgBmB;IAC/B,MAAM,CAAC0B,UAAUC,YAAY,GAAGlC,SAAmBgC;IACnD,MAAM,CAACG,OAAOC,SAAS,GAAGpC,SAAS;IACnC,MAAM,CAACqC,QAAQC,UAAU,GAAGtC,SAAS;IACrC,wEAAwE;IACxE,wEAAwE;IACxE,4DAA4D;IAC5D,MAAMuC,YAAYP,OAAOQ,IAAI,CAAC;IAC9BzC,UAAU;QACR,IAAI,CAACoC,OAAOD,YAAYF;IACxB,uDAAuD;IACzD,GAAG;QAACO;QAAWJ;KAAM;IAErB,MAAMM,YAAYxD,4BAA4B+C,QAAQC;IACtD,MAAMS,QAAQhB,gBAAgB,CAAClB,QAAQmC,MAAM;IAE7C,MAAMC,OAAO;QACX,IAAIH,WAAW;QACf,IAAI,CAACb,OAAO;YACVG,gBAAgB,yDAAyD;gBACvEc,SAAS;gBACTC,SAAS;YACX;YACA;QACF;QACAR,UAAU;QACV,MAAMS,OAAO7D,wBAAwB+C;QACrC,MAAMe,UAAU,MAAMvD,mBACpB;YAAEwD,SAAS;YAAQxB;YAAWyB,YAAY1B,eAAe;QAAQ,GACjE;YACE,MAAM1B,UAAUF,IAAIkC,WAAW,QAAQF,OAAO,SAASL,SAAS;gBAC9D4B,aAAaJ;eAGV7C,oBAAoB,SAASK,MAAM;gBAAE4C,aAAaJ;YAAK,GAAG3C;gBAC7DgD,WAAWvD;;QAEf;QAEFyC,UAAU;QACV,2CAA2C;QAC3C,IAAIU,QAAQK,EAAE,EAAExB,gBAAgB,SAAS;YAACN;SAAO;QACjD,IAAI,CAACyB,QAAQK,EAAE,EAAE;gBACCL;YAAhBjB,iBAAgBiB,mBAAAA,QAAQM,OAAO,YAAfN,mBAAmB,kCAAkC;gBAAEH,SAAS;YAAU;YAC1F;QACF;QACAT,SAAS;QACTL,gBAAgB,gBAAgB;YAAEc,SAAS;YAAWC,SAAS;QAAM;QACrEnB,2BAAAA,QAAU;YACR4B,OAAOR,KAAK9B,MAAM,CAAC,CAACF,KAAO,CAACiB,OAAOwB,QAAQ,CAACzC;YAC5C0C,SAASzB,OAAOf,MAAM,CAAC,CAACF,KAAO,CAACgC,KAAKS,QAAQ,CAACzC;QAChD;IACF;IAEA,qBACE,KAACzB;QACCoE,QAAQ;QACRC,MAAMxE,eAAe,YAAY;YAAEyE,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,QAAQtB,QAAQ,qBACd,KAAChD;gBACCuE,MAAK;gBACLpB,SAAQ;gBACRqB,UAAU7B,UAAUI;gBACpB0B,SAAS,IAAM,KAAKvB,OAAOwB,KAAK,CAAC,CAACC;wBAChCC,QAAQD,KAAK,CAACA;wBACdtC,gBACEsC,iBAAiBE,SAASF,MAAMf,OAAO,GAAGe,MAAMf,OAAO,GAAG,yBAC1D;4BAAET,SAAS;4BAAS2B,gBAAgB;wBAAK;wBAE3ClC,UAAU;oBACZ;0BAECD,SAAS,YAAY;;QAG5B;kBAEA,cAAA,KAAC1C;YAAM8E,SAAS;sBACd,cAAA,KAACpF;gBACCmB,SAASA;gBACTK,OAAOoB;gBACPyC,UAAU,CAAC3B;oBACTb,YAAYa;oBACZX,SAAS;gBACX;gBACAtB,OAAM;gBACN6D,YAAYtE;gBACZ6D,UAAU7B;gBACVK,OAAOA;gBACPkC,WAAU;;;;AAKpB;AACAxD,kBAAkByD,WAAW,GAAG;AAEhC,eAAezD,kBAAiB"}

package/src/lib/components/lead-detail-page.js

@@ -15,7 +15,7 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
-import { pluginDocsHelp, leadPrimaryGroup, normalizeContactEmail, readErasureRequestedAtMs } from "@aglyn/aglyn";
+import { pluginDocsHelp, normalizeContactEmail, readErasureRequestedAtMs } from "@aglyn/aglyn";
 import { useFirestore, useFirestoreDoc } from "@aglyn/tenant-feature-instance";
 import { Stack, Typography } from "@mui/material";
 import { doc } from "firebase/firestore";
@@ -35,6 +35,9 @@ import { LeadHistoryCard } from "./lead-history-card.js";
 import { LeadPropertiesCard } from "./lead-properties-card.js";
 import { LeadUnqualifyDialog } from "./lead-unqualify-dialog.js";
 import { RecordActivityCard } from "./record-activity-card.js";
+import { CrmShareChipView, RecordSharingCard } from "./record-sharing-card.js";
+import { crmShareChipFor } from "../model/crm-sharing.js";
+import { leadPrimaryGroup } from "../model/contact-holder.js";
 /**
  * `/crm/leads/{leadId}` — one lead (AGL-2608).
  *
@@ -58,6 +61,7 @@ import { RecordActivityCard } from "./record-activity-card.js";
  * the same answer `contactPrimaryGroup` gives the contact page, and the
  * same one the Leads list already converts a row as.
  */ export function LeadDetailPage(props) {
+    var _ref;
     const { id, hostId, org, basePath } = props;
     const firestore = useFirestore();
     const routes = crmRoutes(basePath);
@@ -186,10 +190,17 @@ import { RecordActivityCard } from "./record-activity-card.js";
                         // The campaigns the lead is filed under (AGL-3274), by name
                         // beside the status. An id no container answers for draws no
                         // chip: the card below keeps it, the header only names.
-                        extraChips: leadCampaignNames(lead, campaigns.options).map((name)=>/*#__PURE__*/ _jsx(CrmRecordChip, {
-                                label: "Campaign",
-                                value: name
-                            }, name))
+                        extraChips: [
+                            // Seen here only through a share (AGL-3336): who shared it.
+                            /*#__PURE__*/ _jsx(CrmShareChipView, {
+                                chip: crmShareChipFor(lead, (_ref = viewingGroup == null ? void 0 : viewingGroup.hostIds) != null ? _ref : []),
+                                org: org
+                            }, "shared"),
+                            ...leadCampaignNames(lead, campaigns.options).map((name)=>/*#__PURE__*/ _jsx(CrmRecordChip, {
+                                    label: "Campaign",
+                                    value: name
+                                }, name))
+                        ]
                     }),
                     /*#__PURE__*/ _jsx(CrmRecordInsightsZone, {
                         hostId: siteHostId,
@@ -228,6 +239,15 @@ import { RecordActivityCard } from "./record-activity-card.js";
                         leadId: id,
                         lead: lead
                     }),
+                    /*#__PURE__*/ _jsx(RecordSharingCard, {
+                        object: "leads",
+                        id: id,
+                        record: lead,
+                        hostId: hostId != null ? hostId : null,
+                        orgId: orgId,
+                        org: org,
+                        viewingHostIds: viewingGroup == null ? void 0 : viewingGroup.hostIds
+                    }),
                     /*#__PURE__*/ _jsx(RecordActivityCard, {
                         hostId: siteHostId,
                         org: org,

package/src/lib/components/lead-detail-page.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-detail-page.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  pluginDocsHelp,\n  type CrmLeadFields,\n  leadPrimaryGroup,\n  normalizeContactEmail,\n  readErasureRequestedAtMs,\n} from '@aglyn/aglyn'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useMemo, useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { useErasePersonAction } from './erase-person-action'\nimport { LeadCampaignsCard, leadCampaignNames } from './lead-campaigns-card'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport { LeadHistoryCard } from './lead-history-card'\nimport { LeadPropertiesCard } from './lead-properties-card'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport { RecordActivityCard } from './record-activity-card'\n\ntype LeadDocument = Record<string, unknown> & CrmLeadFields\n\n/**\n * `/crm/leads/{leadId}` — one lead (AGL-2608).\n *\n * The record behind a row of the Leads section: what the person did on the\n * site, who is working them, and the conversion that turns them into a\n * contact, a company and a deal. One document listen and one roster request\n * for the owner picker; the convert dialog's reads open only when it does.\n *\n * ## The two levels, and the site a lead is acted on as (AGL-3278)\n *\n * The org root comes from `useCrmScope`, as it does on every other CRM\n * record page: under a site it is looked up from that site, and at the\n * organization level it is the mount's, known at once. It used to come\n * from `useOrgDataScope({ hostId })` — correct only under a site, because\n * an absent host settles at `orgId: null`, and a null org builds no\n * reference, opens no listener and leaves the page loading forever.\n *\n * Several surfaces still need ONE site: the feed an activity is filed in, the booking door, the consent basis, the\n * conversion. Under a site that is the mounted one. At the organization\n * level it is the lead's own first capturing site — `leadPrimaryGroup` —\n * the same answer `contactPrimaryGroup` gives the contact page, and the\n * same one the Leads list already converts a row as.\n */\nexport function LeadDetailPage(props: CrmDetailPageProps) {\n  const { id, hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const routes = crmRoutes(basePath)\n  /*\n   * Resolved BEFORE the read that needs it (AGL-3275). A lead is an org row\n   * now, so the org has to be known to address one — and `scope` is null\n   * while the host-index lookup settles. Handing that null to `doc()` is a\n   * thrown `TypeError`, which the page renders as a 500 rather than as a\n   * record still loading.\n   */\n  const { scope, orgId, ready, consentGroup: viewingGroup } = useCrmScope({\n    hostId,\n    org,\n  })\n  const {\n    data: lead,\n    status,\n    fromCache,\n  } = useFirestoreDoc<LeadDocument>(\n    () => (scope ? doc(firestore, scope[0], scope[1], 'leads', id) : null),\n    [firestore, scope, id],\n  )\n  /*\n   * The group this lead is READ through: the mounted site's under a site,\n   * and the lead's own first capturing site at the organization level\n   * (AGL-3278). The consent basis is read against it — a refusal recorded\n   * for any sibling in a declared group stands against every one of them,\n   * so a group of one would report a person as opted in who had\n   * unsubscribed from the brand beside this one.\n   */\n  const leadGroup = useMemo(\n    () => viewingGroup ?? leadPrimaryGroup(lead, org as Record<string, unknown>),\n    [viewingGroup, lead, org],\n  )\n  /** The one site this page acts as, or null for a lead no site captured. */\n  const siteHostId = hostId ?? (leadGroup.hostId || null)\n  const roster = useOrgMemberOptions(orgId)\n  /*\n   * The campaigns, read once for the page (AGL-3274): the header names the\n   * ones the lead is filed under and the Campaigns card offers them. One\n   * listener, not one per surface. Under a site, the campaigns placed on\n   * it; at the organization level the lead is the org's record and so is\n   * every campaign it may be filed under.\n   */\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n  // A saved filing is written on the lead's Activity too (AGL-3274), one\n  // entry per campaign added or removed, by the member who saved it.\n  const logFiling = useCampaignFilingLog({\n    orgId,\n    hostId: siteHostId,\n    org: org as Record<string, unknown> | undefined,\n  })\n  const [converting, setConverting] = useState(false)\n  const [unqualifying, setUnqualifying] = useState(false)\n  // The privacy erasure (AGL-2623), offered from the lead as from the\n  // contact: the same request, filed by the lead's address.\n  const leadEmail = lead ? normalizeContactEmail(lead['email']) : null\n  const erase = useErasePersonAction({\n    hostId: siteHostId,\n    orgId,\n    subject: lead && leadEmail ? { kind: 'lead', id, email: leadEmail } : null,\n    requestedAtMs: readErasureRequestedAtMs(lead),\n  })\n\n  const label = lead ? String(lead['name'] || lead['email'] || id) : undefined\n\n  /*\n   * A SETTLED lookup with no org is an answer, not a wait (AGL-3278). The\n   * spinner below is for a read in flight; standing on it once `ready` has\n   * said there is no org to read from is the endless \"Loading…\" this page\n   * shipped with.\n   */\n  const noOrg = ready && !scope\n  if (noOrg || status === 'error' || (status === 'success' && !lead)) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n      >\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {noOrg || status === 'error'\n            ? 'This lead could not be read.'\n            : 'This lead no longer exists — it may have been removed from the Inbox.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n  if (!lead) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        loading\n      />\n    )\n  }\n\n  return (\n    /* A task or an activity created from this page defaults to the lead's\n       own site, not to the site the reader last picked in a list's drawer\n       (AGL-2630) — as on every other record page. */\n    <CrmCreateSiteDefault hostId={siteHostId}>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the history card under it says what\n          it holds rather than repeating the name. */}\n      <Stack spacing={3}>\n        <LeadPropertiesCard\n          hostId={siteHostId}\n          consentGroup={leadGroup}\n          orgId={orgId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          basePath={basePath}\n          roster={roster}\n          onConvert={() => setConverting(true)}\n          onUnqualify={() => setUnqualifying(true)}\n          extraMenuItems={erase.menuItems}\n          banner={erase.banner}\n          erasurePending={erase.pendingSinceMs !== null}\n          org={org}\n          // The campaigns the lead is filed under (AGL-3274), by name\n          // beside the status. An id no container answers for draws no\n          // chip: the card below keeps it, the header only names.\n          extraChips={leadCampaignNames(lead, campaigns.options).map((name) => (\n            <CrmRecordChip key={name} label=\"Campaign\" value={name} />\n          ))}\n        />\n        {/* What an assistant says about where the lead stands (AGL-2917): read on its own site. */}\n        <CrmRecordInsightsZone\n          hostId={siteHostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"lead\"\n          recordId={id}\n          name={label ?? ''}\n        />\n        <LeadCampaignsCard\n          hostId={siteHostId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          options={campaigns.options}\n          optionsReady={campaigns.ready}\n          onFiled={({ added, removed }) => {\n            const named = (ids: string[]) =>\n              ids.map((campaignId) => ({\n                id: campaignId,\n                name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n              }))\n            void logFiling({ leadId: id }, { filed: named(added), removed: named(removed) })\n          }}\n        />\n        <LeadHistoryCard hostId={siteHostId} leadId={id} lead={lead} />\n        <RecordActivityCard hostId={siteHostId} org={org} leadId={id} />\n      </Stack>\n      <LeadConvertDialog\n        open={converting}\n        onClose={() => setConverting(false)}\n        hostId={siteHostId}\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={id}\n        lead={lead}\n        basePath={basePath}\n        roster={roster}\n      />\n      <LeadUnqualifyDialog\n        open={unqualifying}\n        onClose={() => setUnqualifying(false)}\n        hostId={siteHostId}\n        leadId={id}\n        leadLabel={label ?? id}\n      />\n      {erase.dialog}\n    </CrmCreateSiteDefault>\n  )\n}\nLeadDetailPage.displayName = 'LeadDetailPage'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-detail-page.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  pluginDocsHelp,\n  type CrmLeadFields,\n  normalizeContactEmail,\n  readErasureRequestedAtMs,\n} from '@aglyn/aglyn'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useMemo, useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { useErasePersonAction } from './erase-person-action'\nimport { LeadCampaignsCard, leadCampaignNames } from './lead-campaigns-card'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport { LeadHistoryCard } from './lead-history-card'\nimport { LeadPropertiesCard } from './lead-properties-card'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport { RecordActivityCard } from './record-activity-card'\nimport { CrmShareChipView, RecordSharingCard } from './record-sharing-card'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { leadPrimaryGroup } from '../model/contact-holder'\n\ntype LeadDocument = Record<string, unknown> & CrmLeadFields\n\n/**\n * `/crm/leads/{leadId}` — one lead (AGL-2608).\n *\n * The record behind a row of the Leads section: what the person did on the\n * site, who is working them, and the conversion that turns them into a\n * contact, a company and a deal. One document listen and one roster request\n * for the owner picker; the convert dialog's reads open only when it does.\n *\n * ## The two levels, and the site a lead is acted on as (AGL-3278)\n *\n * The org root comes from `useCrmScope`, as it does on every other CRM\n * record page: under a site it is looked up from that site, and at the\n * organization level it is the mount's, known at once. It used to come\n * from `useOrgDataScope({ hostId })` — correct only under a site, because\n * an absent host settles at `orgId: null`, and a null org builds no\n * reference, opens no listener and leaves the page loading forever.\n *\n * Several surfaces still need ONE site: the feed an activity is filed in, the booking door, the consent basis, the\n * conversion. Under a site that is the mounted one. At the organization\n * level it is the lead's own first capturing site — `leadPrimaryGroup` —\n * the same answer `contactPrimaryGroup` gives the contact page, and the\n * same one the Leads list already converts a row as.\n */\nexport function LeadDetailPage(props: CrmDetailPageProps) {\n  const { id, hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const routes = crmRoutes(basePath)\n  /*\n   * Resolved BEFORE the read that needs it (AGL-3275). A lead is an org row\n   * now, so the org has to be known to address one — and `scope` is null\n   * while the host-index lookup settles. Handing that null to `doc()` is a\n   * thrown `TypeError`, which the page renders as a 500 rather than as a\n   * record still loading.\n   */\n  const { scope, orgId, ready, consentGroup: viewingGroup } = useCrmScope({\n    hostId,\n    org,\n  })\n  const {\n    data: lead,\n    status,\n    fromCache,\n  } = useFirestoreDoc<LeadDocument>(\n    () => (scope ? doc(firestore, scope[0], scope[1], 'leads', id) : null),\n    [firestore, scope, id],\n  )\n  /*\n   * The group this lead is READ through: the mounted site's under a site,\n   * and the lead's own first capturing site at the organization level\n   * (AGL-3278). The consent basis is read against it — a refusal recorded\n   * for any sibling in a declared group stands against every one of them,\n   * so a group of one would report a person as opted in who had\n   * unsubscribed from the brand beside this one.\n   */\n  const leadGroup = useMemo(\n    () => viewingGroup ?? leadPrimaryGroup(lead, org as Record<string, unknown>),\n    [viewingGroup, lead, org],\n  )\n  /** The one site this page acts as, or null for a lead no site captured. */\n  const siteHostId = hostId ?? (leadGroup.hostId || null)\n  const roster = useOrgMemberOptions(orgId)\n  /*\n   * The campaigns, read once for the page (AGL-3274): the header names the\n   * ones the lead is filed under and the Campaigns card offers them. One\n   * listener, not one per surface. Under a site, the campaigns placed on\n   * it; at the organization level the lead is the org's record and so is\n   * every campaign it may be filed under.\n   */\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n  // A saved filing is written on the lead's Activity too (AGL-3274), one\n  // entry per campaign added or removed, by the member who saved it.\n  const logFiling = useCampaignFilingLog({\n    orgId,\n    hostId: siteHostId,\n    org: org as Record<string, unknown> | undefined,\n  })\n  const [converting, setConverting] = useState(false)\n  const [unqualifying, setUnqualifying] = useState(false)\n  // The privacy erasure (AGL-2623), offered from the lead as from the\n  // contact: the same request, filed by the lead's address.\n  const leadEmail = lead ? normalizeContactEmail(lead['email']) : null\n  const erase = useErasePersonAction({\n    hostId: siteHostId,\n    orgId,\n    subject: lead && leadEmail ? { kind: 'lead', id, email: leadEmail } : null,\n    requestedAtMs: readErasureRequestedAtMs(lead),\n  })\n\n  const label = lead ? String(lead['name'] || lead['email'] || id) : undefined\n\n  /*\n   * A SETTLED lookup with no org is an answer, not a wait (AGL-3278). The\n   * spinner below is for a read in flight; standing on it once `ready` has\n   * said there is no org to read from is the endless \"Loading…\" this page\n   * shipped with.\n   */\n  const noOrg = ready && !scope\n  if (noOrg || status === 'error' || (status === 'success' && !lead)) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n      >\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {noOrg || status === 'error'\n            ? 'This lead could not be read.'\n            : 'This lead no longer exists — it may have been removed from the Inbox.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n  if (!lead) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        loading\n      />\n    )\n  }\n\n  return (\n    /* A task or an activity created from this page defaults to the lead's\n       own site, not to the site the reader last picked in a list's drawer\n       (AGL-2630) — as on every other record page. */\n    <CrmCreateSiteDefault hostId={siteHostId}>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the history card under it says what\n          it holds rather than repeating the name. */}\n      <Stack spacing={3}>\n        <LeadPropertiesCard\n          hostId={siteHostId}\n          consentGroup={leadGroup}\n          orgId={orgId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          basePath={basePath}\n          roster={roster}\n          onConvert={() => setConverting(true)}\n          onUnqualify={() => setUnqualifying(true)}\n          extraMenuItems={erase.menuItems}\n          banner={erase.banner}\n          erasurePending={erase.pendingSinceMs !== null}\n          org={org}\n          // The campaigns the lead is filed under (AGL-3274), by name\n          // beside the status. An id no container answers for draws no\n          // chip: the card below keeps it, the header only names.\n          extraChips={[\n            // Seen here only through a share (AGL-3336): who shared it.\n            <CrmShareChipView\n              key=\"shared\"\n              chip={crmShareChipFor(lead, viewingGroup?.hostIds ?? [])}\n              org={org}\n            />,\n            ...leadCampaignNames(lead, campaigns.options).map((name) => (\n              <CrmRecordChip key={name} label=\"Campaign\" value={name} />\n            )),\n          ]}\n        />\n        {/* What an assistant says about where the lead stands (AGL-2917): read on its own site. */}\n        <CrmRecordInsightsZone\n          hostId={siteHostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"lead\"\n          recordId={id}\n          name={label ?? ''}\n        />\n        <LeadCampaignsCard\n          hostId={siteHostId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          options={campaigns.options}\n          optionsReady={campaigns.ready}\n          onFiled={({ added, removed }) => {\n            const named = (ids: string[]) =>\n              ids.map((campaignId) => ({\n                id: campaignId,\n                name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n              }))\n            void logFiling({ leadId: id }, { filed: named(added), removed: named(removed) })\n          }}\n        />\n        <LeadHistoryCard hostId={siteHostId} leadId={id} lead={lead} />\n        {/* Where the lead is visible and why, and a manager's share (AGL-3336). */}\n        <RecordSharingCard\n          object=\"leads\"\n          id={id}\n          record={lead}\n          hostId={hostId ?? null}\n          orgId={orgId}\n          org={org}\n          viewingHostIds={viewingGroup?.hostIds}\n        />\n        <RecordActivityCard hostId={siteHostId} org={org} leadId={id} />\n      </Stack>\n      <LeadConvertDialog\n        open={converting}\n        onClose={() => setConverting(false)}\n        hostId={siteHostId}\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={id}\n        lead={lead}\n        basePath={basePath}\n        roster={roster}\n      />\n      <LeadUnqualifyDialog\n        open={unqualifying}\n        onClose={() => setUnqualifying(false)}\n        hostId={siteHostId}\n        leadId={id}\n        leadLabel={label ?? id}\n      />\n      {erase.dialog}\n    </CrmCreateSiteDefault>\n  )\n}\nLeadDetailPage.displayName = 'LeadDetailPage'\n\nexport default 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package/src/lib/components/lead-properties-card.js

@@ -39,6 +39,7 @@ import { LeadOwnerSelect } from "./lead-owner-select.js";
 import { LeadSourceSelect } from "./lead-source-select.js";
 import { LeadStatusChip } from "./lead-status-chip.js";
 import { crmClientListFields, CRM_CLIENT_SEARCH_FIELDS } from "../model/crm-list-query.js";
+import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
 /** The Leads list's fields a profile save rewrites; the verdict key is the server's. */ const LEAD_CLIENT_LIST_FIELDS = [
     ...CRM_CLIENT_SEARCH_FIELDS,
     'leadSourceKey'
@@ -113,6 +114,8 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
     const firestore = useFirestore();
     const { enqueueSnackbar } = useSnackbar();
     const routes = crmRoutes(basePath);
+    // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).
+    const followUpSharing = useCrmSharingFollowUp(hostId, orgId);
     /*
    * Built at USE, not at render (AGL-3275). A lead is an org row, so the org
    * has to be known to address one — and `orgId` is null while the lookup
@@ -202,6 +205,9 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
             await updateDoc(ref, _extends({}, fields, {
                 updatedAt: serverTimestamp()
             }));
+            followUpSharing('leads', [
+                leadId
+            ]);
             enqueueSnackbar(done, {
                 variant: 'success',
                 persist: false

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type {\n  AglynOrgBilling,\n  ConsentGroup,\n  CrmLeadFields,\n  CrmLeadProfilePatch,\n  CrmLeadStatus,\n} from '@aglyn/aglyn'\nimport { mdiAccountCancelOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  FormControl,\n  InputLabel,\n  MenuItem,\n  Select,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useId, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport {\n  crmCustomDraftChanges,\n  type CrmCustomDraft,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  addressDraftFrom,\n  ContactAddressFields,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmEmailGatewayChip } from './crm-email-check'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadSourceSelect } from './lead-source-select'\nimport { LeadStatusChip } from './lead-status-chip'\nimport { crmClientListFields, CRM_CLIENT_SEARCH_FIELDS } from '../model/crm-list-query'\n\n/** The Leads list's fields a profile save rewrites; the verdict key is the server's. */\nconst LEAD_CLIENT_LIST_FIELDS = [...CRM_CLIENT_SEARCH_FIELDS, 'leadSourceKey'] as const\n\nconst NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX\nconst TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX\n\n/** The profile as the form holds it: every field a string, the address a draft. */\ninterface ProfileDraft {\n  company: string\n  jobTitle: string\n  phone: string\n  website: string\n  leadSource: string\n  tags: string\n  address: AddressDraft\n}\n\n/** The stored profile as a draft the fields can edit. */\nfunction profileDraftFrom(lead: Record<string, unknown> & CrmLeadFields): ProfileDraft {\n  return {\n    company: String(lead.company ?? ''),\n    jobTitle: String(lead.jobTitle ?? ''),\n    phone: String(lead.phone ?? lead['phone'] ?? ''),\n    website: String(lead.website ?? ''),\n    leadSource: String(lead.leadSource ?? ''),\n    tags: (lead.tags ?? []).join(', '),\n    address: addressDraftFrom(lead.address ?? null),\n  }\n}\n\n/** The patch as the document takes it: a cleared field is deleted, not blanked. */\nfunction profileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n  const write: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(patch)) {\n    if (value === undefined) continue\n    write[key] = value === null ? deleteField() : value\n  }\n  return write\n}\n\n/**\n * Why Convert is refused while an erasure waits on the person — the same\n * sentence shape the overflow's items carry, so the two read as one state.\n */\nexport const CONVERT_PENDING_ERASURE_REASON = 'An erasure is pending for this person'\n\n/** A label over a value — the record page's one row shape. */\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\nexport interface LeadPropertiesCardProps {\n  /**\n   * The site this lead is acted on as — the mounted one, or at the\n   * organization level the lead's own first capturing site (AGL-3278).\n   * `null` for a lead no site has captured: the booking door, the call and\n   * the email close, because each of them is one site's to offer.\n   */\n  hostId: string | null\n  /**\n   * The group the consent basis is read against (AGL-3278): the site's own\n   * declared group, resolved by the page. Not `soloConsentGroup(hostId)`,\n   * which is what this card used to spell and which cannot see a refusal\n   * recorded against a sibling brand — three sites presenting as one sender\n   * are one sender to the person unsubscribing from them.\n   */\n  consentGroup: ConsentGroup\n  /**\n   * The org the site belongs to, as the page already resolved it — the\n   * custom lead fields are ORG-wide (AGL-3272), and a second lookup here\n   * would be one more read per record page for an answer already in hand.\n   */\n  orgId: string | null\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  basePath: string\n  roster: OrgMemberOptions\n  onConvert: () => void\n  onUnqualify: () => void\n  /**\n   * Items the page adds to the overflow beside Unqualify — the privacy\n   * erasure (AGL-2623) lives on the page, because it needs the workspace\n   * role and the API, and this card owns the header it must appear in.\n   */\n  extraMenuItems?: RowActionsMenuItem[]\n  /** What the page shows above the facts — the erasure-pending state. */\n  banner?: React.ReactNode\n  /**\n   * Chips the page adds after the owner — the campaigns the lead is filed\n   * under (AGL-3274), named from the containers the page reads once for\n   * this header and the Campaigns card below it.\n   */\n  extraChips?: React.ReactNode\n  /**\n   * An erasure request is waiting on this person (AGL-2623). Convert stays\n   * on the page but is refused with the reason, the way the overflow's items\n   * are: a conversion filed now would reach the capture door only to be\n   * refused there, and the lead itself goes when the request runs.\n   */\n  erasurePending?: boolean\n  /**\n   * The org the shell passed: the booking door reads whether the lead's site\n   * runs Bookings and whether the plan is entitled to it (AGL-2660), and a\n   * logged call reads the activity scope it belongs in (AGL-2661).\n   */\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * What the team knows and decides about a lead: status, owner, notes, and\n * the identity and consent the capture recorded (AGL-2608).\n *\n * Two cards. The record's header carries the identity, the status and owner,\n * the consent the capture recorded and the record's actions. **Details**\n * under it carries the profile, the org's own lead fields under **More\n * fields**, and the notes — one card with one Save in its header, the way\n * Salesforce keeps a record's standard and custom fields in one Details\n * section.\n *\n * Status and owner are single-field client writes — the rules let a site\n * admin, editor or author update `hosts/{hostId}/leads`, and a one-field\n * `update` cannot roll anything else back. The details are drafts seeded\n * from the document, so their save goes through `writeGuardedBySeed`: a\n * draft edited over a cached read would otherwise overwrite a newer note or\n * profile with an older one.\n *\n * Converted leads are read-only here, but for the notes. Their status is the\n * conversion, and the header's actions become links to what the conversion\n * made.\n */\nexport function LeadPropertiesCard(props: LeadPropertiesCardProps) {\n  const {\n    hostId,\n    consentGroup,\n    orgId,\n    leadId,\n    lead,\n    leadStatus,\n    fromCache,\n    basePath,\n    roster,\n    onConvert,\n    onUnqualify,\n    extraMenuItems = [],\n    banner,\n    extraChips,\n    erasurePending = false,\n    org,\n  } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const routes = crmRoutes(basePath)\n  /*\n   * Built at USE, not at render (AGL-3275). A lead is an org row, so the org\n   * has to be known to address one — and `orgId` is null while the lookup\n   * settles. Composing a ref from that null throws during render, which the\n   * page shows as a 500 rather than as a card still loading.\n   */\n  const refFor = () => (orgId ? doc(firestore, 'orgs', orgId, 'leads', leadId) : null)\n  const status = Aglyn.crmLeadStatus(lead)\n  const converted = Boolean(lead.convertedContactId)\n  const open = Aglyn.isCrmLeadOpen(lead) && !converted\n  // The last verdict on the address (AGL-3245), as the platform stamped it.\n  const emailState = Aglyn.readEmailState(lead)\n  /** What a capture that took a number left on the document (AGL-2661). */\n  const leadPhone = String(lead['phone'] ?? '').trim()\n\n  const [notes, setNotes] = useState(String(lead.notes ?? ''))\n  // The label's id, so the status combobox is named \"Status\" rather than\n  // after the status it shows — see `LeadOwnerSelect`.\n  const statusLabelId = useId()\n  const [notesDirty, setNotesDirty] = useState(false)\n  /*\n   * THE LEAD'S OWN PROFILE (AGL-3231) — company, title, phone, website,\n   * address, tags, lead source — edited in the Details card with the notes\n   * and the custom fields, under one Save, the way the contact's Properties\n   * card saves. Seeded from the document and guarded on save: a draft\n   * edited over a cached read must not overwrite a newer profile with an\n   * older one.\n   */\n  const [profile, setProfile] = useState<ProfileDraft>(() => profileDraftFrom(lead))\n  const [profileDirty, setProfileDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  const [profileErrors, setProfileErrors] = useState<Record<string, string>>({})\n  useEffect(() => {\n    if (!profileDirty) setProfile(profileDraftFrom(lead))\n    // The draft follows the document until it is edited; the fields are\n    // read one by one so a change to any of them reseeds.\n  }, [\n    profileDirty,\n    lead.company,\n    lead.jobTitle,\n    lead.phone,\n    lead.website,\n    lead.leadSource,\n    lead.tags,\n    lead.address,\n  ])\n  /*\n   * THE ORG'S OWN LEAD FIELDS (AGL-3272), edited under the same Save as\n   * the profile: one button over one card, so a person filling a lead in\n   * does not have to find two.\n   *\n   * The draft holds only the keys the reader touched, and Save writes the\n   * difference as dotted paths — a `custom` map written whole would take\n   * out every key this card did not show, which is what a retired field's\n   * values and an integration's writes sit under.\n   */\n  const fields = useContactFieldDefinitions(orgId, 'lead')\n  // The org's lead source values (AGL-3298), for the select below.\n  const leadSources = useLeadSourcePicklist(orgId)\n  const storedCustom = useMemo(() => lead.custom ?? {}, [lead.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  const editProfile = <K extends keyof ProfileDraft>(key: K, value: ProfileDraft[K]) => {\n    setProfile((current) => ({ ...current, [key]: value }))\n    setProfileDirty(true)\n  }\n  // A newer note from the server replaces an UNEDITED draft; an edited one is\n  // the reader's, and the guard on save decides whether it may land.\n  useEffect(() => {\n    if (!notesDirty) setNotes(String(lead.notes ?? ''))\n  }, [lead.notes, notesDirty])\n\n  /** One update of the lead, and whether it landed. */\n  const write = async (fields: Record<string, unknown>, done: string): Promise<boolean> => {\n    try {\n      const ref = refFor()\n      if (!ref) {\n        enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n          variant: 'warning',\n          persist: false,\n        })\n        return false\n      }\n      await updateDoc(ref, { ...fields, updatedAt: serverTimestamp() })\n      enqueueSnackbar(done, { variant: 'success', persist: false })\n      return true\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n      return false\n    }\n  }\n\n  /*\n   * What Save is offered for: a profile field edited, a custom value that\n   * differs from the stored map, or the notes. Touched-and-put-back does\n   * not count for a custom value — the draft keeps the key either way, and\n   * a Save that wrote nothing would still bump `updatedAt`.\n   */\n  const customChanged = crmCustomDraftChanges(storedCustom, custom).length > 0\n  const dirty = profileDirty || customChanged || notesDirty\n\n  /** Every draft back to what the document holds. */\n  const discard = () => {\n    setProfile(profileDraftFrom(lead))\n    setProfileDirty(false)\n    setProfileErrors({})\n    setCustom({})\n    setNotes(String(lead.notes ?? ''))\n    setNotesDirty(false)\n  }\n\n  /*\n   * The Details card's one Save: the profile and the custom values while\n   * the lead is open, and the notes, in one update. A converted lead's\n   * profile is the contact's now, so only its notes are written.\n   */\n  const saveDetails = async () => {\n    const update: Record<string, unknown> = {}\n    if (!converted && (profileDirty || customChanged)) {\n      const { patch, errors } = Aglyn.normalizeCrmLeadProfile({\n        company: profile.company,\n        jobTitle: profile.jobTitle,\n        phone: profile.phone,\n        website: profile.website,\n        leadSource: profile.leadSource,\n        tags: profile.tags,\n        address: profile.address,\n      })\n      setProfileErrors(errors)\n      if (Object.keys(errors).length) return\n      /*\n       * A required field the reader CLEARED is refused; one the lead has\n       * always lacked is not this save's to demand, or a field added after\n       * the lead was captured would block every later edit to its company.\n       */\n      const missing = crmCustomDraftMissingRequired(\n        fields.active,\n        storedCustom,\n        custom,\n        'edit',\n      )\n      if (missing.length) {\n        enqueueSnackbar(`${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`, {\n          variant: 'warning',\n        })\n        return\n      }\n      const profileFields = profileWrite(patch)\n      Object.assign(\n        update,\n        profileFields,\n        crmCustomDraftWrites(storedCustom, custom),\n        // The company, title, tags and lead source are what the Leads list\n        // searches and filters by (AGL-3321).\n        crmClientListFields('leads', lead, profileFields, LEAD_CLIENT_LIST_FIELDS),\n      )\n    }\n    if (notesDirty) update['notes'] = notes.trim().slice(0, NOTES_MAX)\n    if (!Object.keys(update).length) return\n    setSaving(true)\n    let landed = false\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        landed = await write(update, 'Lead saved')\n      },\n    )\n    setSaving(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The lead could not be saved.', {\n        variant: 'warning',\n      })\n      return\n    }\n    if (!landed) return\n    setProfileDirty(false)\n    setNotesDirty(false)\n    // The draft is spent: what it held is stored, and the controls read\n    // the document again.\n    setCustom({})\n  }\n\n  const consent = Aglyn.readMarketingBasis(lead, consentGroup)\n  const consentLine =\n    consent.basis === 'granted'\n      ? `Opted in to marketing${\n          consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''\n        }`\n      : consent.basis === 'declined'\n        ? 'Declined marketing'\n        : 'No marketing consent recorded — this lead cannot be emailed marketing'\n\n  return (\n    <>\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={String(lead['name'] || lead['email'] || leadId)}\n        // The name is the heading; the address is the one line under it,\n        // unless the address IS the name, in which case there is no second fact.\n        subtitle={lead['name'] ? String(lead['email'] ?? '') : undefined}\n        help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#working-a-lead-from-the-row' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        // The booking door (AGL-2660), while the lead is still the record\n        // being worked: once converted, the contact is where a meeting is\n        // booked from, and the links below lead there.\n        booking={converted ? undefined : { hostId, org, kind: 'lead', recordId: leadId }}\n        actions={\n          <>\n            {/*\n              Once converted, the lead's actions are the records the\n              conversion made.\n            */}\n            {converted ? (\n              <>\n                <Button\n                  component={AppLink as any}\n                  {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                  href={routes.contact(String(lead.convertedContactId))}\n                  size=\"small\"\n                  variant=\"outlined\"\n                >\n                  {'Open contact'}\n                </Button>\n                {lead.companyId ? (\n                  <Button\n                    component={AppLink as any}\n                    {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                    href={routes.company(lead.companyId)}\n                    size=\"small\"\n                    variant=\"outlined\"\n                  >\n                    {'Open company'}\n                  </Button>\n                ) : null}\n                {lead.dealId ? (\n                  <Button\n                    component={AppLink as any}\n                    {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                    href={routes.deal(lead.dealId)}\n                    size=\"small\"\n                    variant=\"outlined\"\n                  >\n                    {'Open deal'}\n                  </Button>\n                ) : null}\n              </>\n            ) : erasurePending ? (\n              <Tooltip title={CONVERT_PENDING_ERASURE_REASON}>\n                {/* A disabled button receives no pointer events, so the\n                    tooltip anchors on the span around it. */}\n                <span>\n                  <Button size=\"small\" variant=\"contained\" disabled>\n                    {'Convert'}\n                  </Button>\n                </span>\n              </Tooltip>\n            ) : (\n              <Button size=\"small\" variant=\"contained\" onClick={onConvert}>\n                {'Convert'}\n              </Button>\n            )}\n            {/* Dial the number the capture carried, and log the call (AGL-2661). */}\n            <CrmCallButton\n              hostId={hostId}\n              org={org}\n              link={{ leadId }}\n              phone={leadPhone}\n            />\n            <CrmSendEmailButton\n              hostId={hostId}\n              leadId={leadId}\n              email={String(lead['email'] ?? '')}\n              name={String(lead['name'] ?? '')}\n              emailState={emailState}\n            />\n          </>\n        }\n        menuItems={[\n          ...(open\n            ? [\n                {\n                  key: 'unqualify',\n                  label: 'Unqualify',\n                  icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n                  destructive: true,\n                  onClick: onUnqualify,\n                } satisfies RowActionsMenuItem,\n              ]\n            : []),\n          ...extraMenuItems,\n        ]}\n        chips={\n          <>\n            <LeadStatusChip lead={lead} />\n            {/* The verdict on the address (AGL-3245), beside the status: a\n                bounce does not move New or Working, but it is the first\n                thing a person deciding whether to write must see. */}\n            <CrmEmailStateChip state={emailState} />\n            {/* The mail gateway in front of the address, and what it did\n                with this site's mail this week (AGL-3328). */}\n            <CrmEmailGatewayChip\n              hostId={hostId}\n              email={String(lead['email'] ?? '')}\n              emailState={emailState}\n            />\n            <CrmRecordChip\n              label=\"Owner\"\n              value={lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined}\n            />\n            {extraChips}\n          </>\n        }\n      >\n        <Stack spacing={3}>\n          {banner}\n          {/*\n            Only when the capture carried one (AGL-2661): the sign-up and\n            booking doors write no phone, so a row for every lead would be a\n            permanent blank. A form that captures one fills this.\n          */}\n          {leadPhone ? (\n            <Fact label=\"Phone\">\n              <CrmPhoneLink phone={leadPhone} />\n            </Fact>\n          ) : null}\n          <Fact label=\"Marketing consent\">{consentLine}</Fact>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            {converted ? (\n              <Fact label=\"Status\">\n                <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                  <LeadStatusChip lead={lead} />\n                  <Typography variant=\"body2\" color=\"text.secondary\">\n                    {lead.convertedAtMs\n                      ? `Converted ${new Date(lead.convertedAtMs).toLocaleString()}`\n                      : 'Converted'}\n                  </Typography>\n                </Stack>\n              </Fact>\n            ) : (\n              <FormControl size=\"small\" sx={{ minWidth: 200 }}>\n                <InputLabel id={statusLabelId}>{'Status'}</InputLabel>\n                <Select\n                  labelId={statusLabelId}\n                  label=\"Status\"\n                  value={status === 'unqualified' ? 'unqualified' : status}\n                  onChange={(event) => {\n                    const next = String(event.target.value) as CrmLeadStatus\n                    if (next === 'unqualified') {\n                      onUnqualify()\n                      return\n                    }\n                    // Reopening drops the reason with the closed state: a lead\n                    // being worked again is not \"unqualified because …\".\n                    void write(\n                      {\n                        status: next,\n                        ...(status === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n                      },\n                      'Status updated',\n                    )\n                  }}\n                >\n                  <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n                  <MenuItem value=\"working\">{Aglyn.CRM_LEAD_STATUS_LABELS.working}</MenuItem>\n                  <MenuItem value=\"unqualified\">\n                    {`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}\n                  </MenuItem>\n                </Select>\n              </FormControl>\n            )}\n            <LeadOwnerSelect\n              value={lead.ownerUid}\n              roster={roster}\n              fullWidth={false}\n              onChange={(uid) =>\n                void write({ ownerUid: uid || deleteField() }, uid ? 'Owner assigned' : 'Owner cleared')\n              }\n            />\n          </Stack>\n          {status === 'unqualified' && lead.unqualifiedReason ? (\n            <Alert severity=\"info\">{`Unqualified: ${lead.unqualifiedReason}`}</Alert>\n          ) : null}\n        </Stack>\n      </CrmRecordHeader>\n      {/*\n        The profile (AGL-3231), the org's own lead fields (AGL-3272) and the\n        notes: what Salesforce keeps on a lead and hands to the contact and\n        the account on convert. Read-only once converted — the contact is the\n        record then, and the header's links lead there — but for the notes.\n      */}\n      <CardDisplay\n        header={'Details'}\n        help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          action: (\n            <Stack direction=\"row\" spacing={1}>\n              {dirty ? (\n                <Button size=\"small\" disabled={saving} onClick={discard}>\n                  {'Discard changes'}\n                </Button>\n              ) : null}\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                onClick={() => void saveDetails()}\n                disabled={!dirty || saving}\n              >\n                {saving ? 'Saving…' : 'Save'}\n              </Button>\n            </Stack>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"Company\"\n              value={profile.company}\n              onChange={(event) => editProfile('company', event.target.value)}\n              disabled={converted}\n              slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Job title\"\n              value={profile.jobTitle}\n              onChange={(event) => editProfile('jobTitle', event.target.value)}\n              disabled={converted}\n              slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n              fullWidth\n            />\n          </Stack>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"Phone\"\n              value={profile.phone}\n              onChange={(event) => editProfile('phone', event.target.value)}\n              disabled={converted}\n              error={Boolean(profileErrors['phone'])}\n              helperText={profileErrors['phone'] || 'With the country code, like +1 512 555 0107'}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Website\"\n              value={profile.website}\n              onChange={(event) => editProfile('website', event.target.value)}\n              disabled={converted}\n              error={Boolean(profileErrors['website'])}\n              helperText={profileErrors['website'] || 'Like acme.com'}\n              fullWidth\n            />\n          </Stack>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            {/* The org's own values (AGL-3298); the stored one stays shown when the list no longer offers it. */}\n            <LeadSourceSelect\n              picklist={leadSources.picklist}\n              value={profile.leadSource}\n              stored={String(lead.leadSource ?? '')}\n              onChange={(label) => editProfile('leadSource', label)}\n              disabled={converted}\n            />\n            <TextField\n              size=\"small\"\n              label=\"Tags\"\n              value={profile.tags}\n              onChange={(event) => editProfile('tags', event.target.value)}\n              disabled={converted}\n              helperText=\"Comma-separated\"\n              fullWidth\n            />\n          </Stack>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Address'}\n          </Typography>\n          <ContactAddressFields\n            value={profile.address}\n            onChange={(next) => editProfile('address', next)}\n            disabled={converted}\n          />\n          {/*\n            The org's own lead fields (AGL-3272), after the built-in ones\n            because they describe the same record and save with it. Absent,\n            not an empty box, while the org defines none.\n          */}\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'More fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={converted || saving}\n                />\n              ))}\n            </>\n          ) : null}\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={notes}\n            onChange={(event) => {\n              setNotes(event.target.value)\n              setNotesDirty(true)\n            }}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: NOTES_MAX } 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type {\n  AglynOrgBilling,\n  ConsentGroup,\n  CrmLeadFields,\n  CrmLeadProfilePatch,\n  CrmLeadStatus,\n} from '@aglyn/aglyn'\nimport { mdiAccountCancelOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  FormControl,\n  InputLabel,\n  MenuItem,\n  Select,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useId, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport {\n  crmCustomDraftChanges,\n  type CrmCustomDraft,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  addressDraftFrom,\n  ContactAddressFields,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmEmailGatewayChip } from './crm-email-check'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadSourceSelect } from './lead-source-select'\nimport { LeadStatusChip } from './lead-status-chip'\nimport { crmClientListFields, CRM_CLIENT_SEARCH_FIELDS } from '../model/crm-list-query'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/** The Leads list's fields a profile save rewrites; the verdict key is the server's. */\nconst LEAD_CLIENT_LIST_FIELDS = [...CRM_CLIENT_SEARCH_FIELDS, 'leadSourceKey'] as const\n\nconst NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX\nconst TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX\n\n/** The profile as the form holds it: every field a string, the address a draft. */\ninterface ProfileDraft {\n  company: string\n  jobTitle: string\n  phone: string\n  website: string\n  leadSource: string\n  tags: string\n  address: AddressDraft\n}\n\n/** The stored profile as a draft the fields can edit. */\nfunction profileDraftFrom(lead: Record<string, unknown> & CrmLeadFields): ProfileDraft {\n  return {\n    company: String(lead.company ?? ''),\n    jobTitle: String(lead.jobTitle ?? ''),\n    phone: String(lead.phone ?? lead['phone'] ?? ''),\n    website: String(lead.website ?? ''),\n    leadSource: String(lead.leadSource ?? ''),\n    tags: (lead.tags ?? []).join(', '),\n    address: addressDraftFrom(lead.address ?? null),\n  }\n}\n\n/** The patch as the document takes it: a cleared field is deleted, not blanked. */\nfunction profileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n  const write: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(patch)) {\n    if (value === undefined) continue\n    write[key] = value === null ? deleteField() : value\n  }\n  return write\n}\n\n/**\n * Why Convert is refused while an erasure waits on the person — the same\n * sentence shape the overflow's items carry, so the two read as one state.\n */\nexport const CONVERT_PENDING_ERASURE_REASON = 'An erasure is pending for this person'\n\n/** A label over a value — the record page's one row shape. */\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\nexport interface LeadPropertiesCardProps {\n  /**\n   * The site this lead is acted on as — the mounted one, or at the\n   * organization level the lead's own first capturing site (AGL-3278).\n   * `null` for a lead no site has captured: the booking door, the call and\n   * the email close, because each of them is one site's to offer.\n   */\n  hostId: string | null\n  /**\n   * The group the consent basis is read against (AGL-3278): the site's own\n   * declared group, resolved by the page. Not `soloConsentGroup(hostId)`,\n   * which is what this card used to spell and which cannot see a refusal\n   * recorded against a sibling brand — three sites presenting as one sender\n   * are one sender to the person unsubscribing from them.\n   */\n  consentGroup: ConsentGroup\n  /**\n   * The org the site belongs to, as the page already resolved it — the\n   * custom lead fields are ORG-wide (AGL-3272), and a second lookup here\n   * would be one more read per record page for an answer already in hand.\n   */\n  orgId: string | null\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  basePath: string\n  roster: OrgMemberOptions\n  onConvert: () => void\n  onUnqualify: () => void\n  /**\n   * Items the page adds to the overflow beside Unqualify — the privacy\n   * erasure (AGL-2623) lives on the page, because it needs the workspace\n   * role and the API, and this card owns the header it must appear in.\n   */\n  extraMenuItems?: RowActionsMenuItem[]\n  /** What the page shows above the facts — the erasure-pending state. */\n  banner?: React.ReactNode\n  /**\n   * Chips the page adds after the owner — the campaigns the lead is filed\n   * under (AGL-3274), named from the containers the page reads once for\n   * this header and the Campaigns card below it.\n   */\n  extraChips?: React.ReactNode\n  /**\n   * An erasure request is waiting on this person (AGL-2623). Convert stays\n   * on the page but is refused with the reason, the way the overflow's items\n   * are: a conversion filed now would reach the capture door only to be\n   * refused there, and the lead itself goes when the request runs.\n   */\n  erasurePending?: boolean\n  /**\n   * The org the shell passed: the booking door reads whether the lead's site\n   * runs Bookings and whether the plan is entitled to it (AGL-2660), and a\n   * logged call reads the activity scope it belongs in (AGL-2661).\n   */\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * What the team knows and decides about a lead: status, owner, notes, and\n * the identity and consent the capture recorded (AGL-2608).\n *\n * Two cards. The record's header carries the identity, the status and owner,\n * the consent the capture recorded and the record's actions. **Details**\n * under it carries the profile, the org's own lead fields under **More\n * fields**, and the notes — one card with one Save in its header, the way\n * Salesforce keeps a record's standard and custom fields in one Details\n * section.\n *\n * Status and owner are single-field client writes — the rules let a site\n * admin, editor or author update `hosts/{hostId}/leads`, and a one-field\n * `update` cannot roll anything else back. The details are drafts seeded\n * from the document, so their save goes through `writeGuardedBySeed`: a\n * draft edited over a cached read would otherwise overwrite a newer note or\n * profile with an older one.\n *\n * Converted leads are read-only here, but for the notes. Their status is the\n * conversion, and the header's actions become links to what the conversion\n * made.\n */\nexport function LeadPropertiesCard(props: LeadPropertiesCardProps) {\n  const {\n    hostId,\n    consentGroup,\n    orgId,\n    leadId,\n    lead,\n    leadStatus,\n    fromCache,\n    basePath,\n    roster,\n    onConvert,\n    onUnqualify,\n    extraMenuItems = [],\n    banner,\n    extraChips,\n    erasurePending = false,\n    org,\n  } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const routes = crmRoutes(basePath)\n  // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  /*\n   * Built at USE, not at render (AGL-3275). A lead is an org row, so the org\n   * has to be known to address one — and `orgId` is null while the lookup\n   * settles. Composing a ref from that null throws during render, which the\n   * page shows as a 500 rather than as a card still loading.\n   */\n  const refFor = () => (orgId ? doc(firestore, 'orgs', orgId, 'leads', leadId) : null)\n  const status = Aglyn.crmLeadStatus(lead)\n  const converted = Boolean(lead.convertedContactId)\n  const open = Aglyn.isCrmLeadOpen(lead) && !converted\n  // The last verdict on the address (AGL-3245), as the platform stamped it.\n  const emailState = Aglyn.readEmailState(lead)\n  /** What a capture that took a number left on the document (AGL-2661). */\n  const leadPhone = String(lead['phone'] ?? '').trim()\n\n  const [notes, setNotes] = useState(String(lead.notes ?? ''))\n  // The label's id, so the status combobox is named \"Status\" rather than\n  // after the status it shows — see `LeadOwnerSelect`.\n  const statusLabelId = useId()\n  const [notesDirty, setNotesDirty] = useState(false)\n  /*\n   * THE LEAD'S OWN PROFILE (AGL-3231) — company, title, phone, website,\n   * address, tags, lead source — edited in the Details card with the notes\n   * and the custom fields, under one Save, the way the contact's Properties\n   * card saves. Seeded from the document and guarded on save: a draft\n   * edited over a cached read must not overwrite a newer profile with an\n   * older one.\n   */\n  const [profile, setProfile] = useState<ProfileDraft>(() => profileDraftFrom(lead))\n  const [profileDirty, setProfileDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  const [profileErrors, setProfileErrors] = useState<Record<string, string>>({})\n  useEffect(() => {\n    if (!profileDirty) setProfile(profileDraftFrom(lead))\n    // The draft follows the document until it is edited; the fields are\n    // read one by one so a change to any of them reseeds.\n  }, [\n    profileDirty,\n    lead.company,\n    lead.jobTitle,\n    lead.phone,\n    lead.website,\n    lead.leadSource,\n    lead.tags,\n    lead.address,\n  ])\n  /*\n   * THE ORG'S OWN LEAD FIELDS (AGL-3272), edited under the same Save as\n   * the profile: one button over one card, so a person filling a lead in\n   * does not have to find two.\n   *\n   * The draft holds only the keys the reader touched, and Save writes the\n   * difference as dotted paths — a `custom` map written whole would take\n   * out every key this card did not show, which is what a retired field's\n   * values and an integration's writes sit under.\n   */\n  const fields = useContactFieldDefinitions(orgId, 'lead')\n  // The org's lead source values (AGL-3298), for the select below.\n  const leadSources = useLeadSourcePicklist(orgId)\n  const storedCustom = useMemo(() => lead.custom ?? {}, [lead.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  const editProfile = <K extends keyof ProfileDraft>(key: K, value: ProfileDraft[K]) => {\n    setProfile((current) => ({ ...current, [key]: value }))\n    setProfileDirty(true)\n  }\n  // A newer note from the server replaces an UNEDITED draft; an edited one is\n  // the reader's, and the guard on save decides whether it may land.\n  useEffect(() => {\n    if (!notesDirty) setNotes(String(lead.notes ?? ''))\n  }, [lead.notes, notesDirty])\n\n  /** One update of the lead, and whether it landed. */\n  const write = async (fields: Record<string, unknown>, done: string): Promise<boolean> => {\n    try {\n      const ref = refFor()\n      if (!ref) {\n        enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n          variant: 'warning',\n          persist: false,\n        })\n        return false\n      }\n      await updateDoc(ref, { ...fields, updatedAt: serverTimestamp() })\n      followUpSharing('leads', [leadId])\n      enqueueSnackbar(done, { variant: 'success', persist: false })\n      return true\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n      return false\n    }\n  }\n\n  /*\n   * What Save is offered for: a profile field edited, a custom value that\n   * differs from the stored map, or the notes. Touched-and-put-back does\n   * not count for a custom value — the draft keeps the key either way, and\n   * a Save that wrote nothing would still bump `updatedAt`.\n   */\n  const customChanged = crmCustomDraftChanges(storedCustom, custom).length > 0\n  const dirty = profileDirty || customChanged || notesDirty\n\n  /** Every draft back to what the document holds. */\n  const discard = () => {\n    setProfile(profileDraftFrom(lead))\n    setProfileDirty(false)\n    setProfileErrors({})\n    setCustom({})\n    setNotes(String(lead.notes ?? ''))\n    setNotesDirty(false)\n  }\n\n  /*\n   * The Details card's one Save: the profile and the custom values while\n   * the lead is open, and the notes, in one update. A converted lead's\n   * profile is the contact's now, so only its notes are written.\n   */\n  const saveDetails = async () => {\n    const update: Record<string, unknown> = {}\n    if (!converted && (profileDirty || customChanged)) {\n      const { patch, errors } = Aglyn.normalizeCrmLeadProfile({\n        company: profile.company,\n        jobTitle: profile.jobTitle,\n        phone: profile.phone,\n        website: profile.website,\n        leadSource: profile.leadSource,\n        tags: profile.tags,\n        address: profile.address,\n      })\n      setProfileErrors(errors)\n      if (Object.keys(errors).length) return\n      /*\n       * A required field the reader CLEARED is refused; one the lead has\n       * always lacked is not this save's to demand, or a field added after\n       * the lead was captured would block every later edit to its company.\n       */\n      const missing = crmCustomDraftMissingRequired(\n        fields.active,\n        storedCustom,\n        custom,\n        'edit',\n      )\n      if (missing.length) {\n        enqueueSnackbar(`${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`, {\n          variant: 'warning',\n        })\n        return\n      }\n      const profileFields = profileWrite(patch)\n      Object.assign(\n        update,\n        profileFields,\n        crmCustomDraftWrites(storedCustom, custom),\n        // The company, title, tags and lead source are what the Leads list\n        // searches and filters by (AGL-3321).\n        crmClientListFields('leads', lead, profileFields, LEAD_CLIENT_LIST_FIELDS),\n      )\n    }\n    if (notesDirty) update['notes'] = notes.trim().slice(0, NOTES_MAX)\n    if (!Object.keys(update).length) return\n    setSaving(true)\n    let landed = false\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        landed = await write(update, 'Lead saved')\n      },\n    )\n    setSaving(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The lead could not be saved.', {\n        variant: 'warning',\n      })\n      return\n    }\n    if (!landed) return\n    setProfileDirty(false)\n    setNotesDirty(false)\n    // The draft is spent: what it held is stored, and the controls read\n    // the document again.\n    setCustom({})\n  }\n\n  const consent = Aglyn.readMarketingBasis(lead, consentGroup)\n  const consentLine =\n    consent.basis === 'granted'\n      ? `Opted in to marketing${\n          consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''\n        }`\n      : consent.basis === 'declined'\n        ? 'Declined marketing'\n        : 'No marketing consent recorded — this lead cannot be emailed marketing'\n\n  return (\n    <>\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={String(lead['name'] || lead['email'] || leadId)}\n        // The name is the heading; the address is the one line under it,\n        // unless the address IS the name, in which case there is no second fact.\n        subtitle={lead['name'] ? String(lead['email'] ?? '') : undefined}\n        help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#working-a-lead-from-the-row' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        // The booking door (AGL-2660), while the lead is still the record\n        // being worked: once converted, the contact is where a meeting is\n        // booked from, and the links below lead there.\n        booking={converted ? undefined : { hostId, org, kind: 'lead', recordId: leadId }}\n        actions={\n          <>\n            {/*\n              Once converted, the lead's actions are the records the\n              conversion made.\n            */}\n            {converted ? (\n              <>\n                <Button\n                  component={AppLink as any}\n                  {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                  href={routes.contact(String(lead.convertedContactId))}\n                  size=\"small\"\n                  variant=\"outlined\"\n                >\n                  {'Open contact'}\n                </Button>\n                {lead.companyId ? (\n                  <Button\n                    component={AppLink as any}\n                    {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                    href={routes.company(lead.companyId)}\n                    size=\"small\"\n                    variant=\"outlined\"\n                  >\n                    {'Open company'}\n                  </Button>\n                ) : null}\n                {lead.dealId ? (\n                  <Button\n                    component={AppLink as any}\n                    {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                    href={routes.deal(lead.dealId)}\n                    size=\"small\"\n                    variant=\"outlined\"\n                  >\n                    {'Open deal'}\n                  </Button>\n                ) : null}\n              </>\n            ) : erasurePending ? (\n              <Tooltip title={CONVERT_PENDING_ERASURE_REASON}>\n                {/* A disabled button receives no pointer events, so the\n                    tooltip anchors on the span around it. */}\n                <span>\n                  <Button size=\"small\" variant=\"contained\" disabled>\n                    {'Convert'}\n                  </Button>\n                </span>\n              </Tooltip>\n            ) : (\n              <Button size=\"small\" variant=\"contained\" onClick={onConvert}>\n                {'Convert'}\n              </Button>\n            )}\n            {/* Dial the number the capture carried, and log the call (AGL-2661). */}\n            <CrmCallButton\n              hostId={hostId}\n              org={org}\n              link={{ leadId }}\n              phone={leadPhone}\n            />\n            <CrmSendEmailButton\n              hostId={hostId}\n              leadId={leadId}\n              email={String(lead['email'] ?? '')}\n              name={String(lead['name'] ?? '')}\n              emailState={emailState}\n            />\n          </>\n        }\n        menuItems={[\n          ...(open\n            ? [\n                {\n                  key: 'unqualify',\n                  label: 'Unqualify',\n                  icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n                  destructive: true,\n                  onClick: onUnqualify,\n                } satisfies RowActionsMenuItem,\n              ]\n            : []),\n          ...extraMenuItems,\n        ]}\n        chips={\n          <>\n            <LeadStatusChip lead={lead} />\n            {/* The verdict on the address (AGL-3245), beside the status: a\n                bounce does not move New or Working, but it is the first\n                thing a person deciding whether to write must see. */}\n            <CrmEmailStateChip state={emailState} />\n            {/* The mail gateway in front of the address, and what it did\n                with this site's mail this week (AGL-3328). */}\n            <CrmEmailGatewayChip\n              hostId={hostId}\n              email={String(lead['email'] ?? '')}\n              emailState={emailState}\n            />\n            <CrmRecordChip\n              label=\"Owner\"\n              value={lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined}\n            />\n            {extraChips}\n          </>\n        }\n      >\n        <Stack spacing={3}>\n          {banner}\n          {/*\n            Only when the capture carried one (AGL-2661): the sign-up and\n            booking doors write no phone, so a row for every lead would be a\n            permanent blank. A form that captures one fills this.\n          */}\n          {leadPhone ? (\n            <Fact label=\"Phone\">\n              <CrmPhoneLink phone={leadPhone} />\n            </Fact>\n          ) : null}\n          <Fact label=\"Marketing consent\">{consentLine}</Fact>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            {converted ? (\n              <Fact label=\"Status\">\n                <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                  <LeadStatusChip lead={lead} />\n                  <Typography variant=\"body2\" color=\"text.secondary\">\n                    {lead.convertedAtMs\n                      ? `Converted ${new Date(lead.convertedAtMs).toLocaleString()}`\n                      : 'Converted'}\n                  </Typography>\n                </Stack>\n              </Fact>\n            ) : (\n              <FormControl size=\"small\" sx={{ minWidth: 200 }}>\n                <InputLabel id={statusLabelId}>{'Status'}</InputLabel>\n                <Select\n                  labelId={statusLabelId}\n                  label=\"Status\"\n                  value={status === 'unqualified' ? 'unqualified' : status}\n                  onChange={(event) => {\n                    const next = String(event.target.value) as CrmLeadStatus\n                    if (next === 'unqualified') {\n                      onUnqualify()\n                      return\n                    }\n                    // Reopening drops the reason with the closed state: a lead\n                    // being worked again is not \"unqualified because …\".\n                    void write(\n                      {\n                        status: next,\n                        ...(status === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n                      },\n                      'Status updated',\n                    )\n                  }}\n                >\n                  <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n                  <MenuItem value=\"working\">{Aglyn.CRM_LEAD_STATUS_LABELS.working}</MenuItem>\n                  <MenuItem value=\"unqualified\">\n                    {`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}\n                  </MenuItem>\n                </Select>\n              </FormControl>\n            )}\n            <LeadOwnerSelect\n              value={lead.ownerUid}\n              roster={roster}\n              fullWidth={false}\n              onChange={(uid) =>\n                void write({ ownerUid: uid || deleteField() }, uid ? 'Owner assigned' : 'Owner cleared')\n              }\n            />\n          </Stack>\n          {status === 'unqualified' && lead.unqualifiedReason ? (\n            <Alert severity=\"info\">{`Unqualified: ${lead.unqualifiedReason}`}</Alert>\n          ) : null}\n        </Stack>\n      </CrmRecordHeader>\n      {/*\n        The profile (AGL-3231), the org's own lead fields (AGL-3272) and the\n        notes: what Salesforce keeps on a lead and hands to the contact and\n        the account on convert. Read-only once converted — the contact is the\n        record then, and the header's links lead there — but for the notes.\n      */}\n      <CardDisplay\n        header={'Details'}\n        help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          action: (\n            <Stack direction=\"row\" spacing={1}>\n              {dirty ? (\n                <Button size=\"small\" disabled={saving} onClick={discard}>\n                  {'Discard changes'}\n                </Button>\n              ) : null}\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                onClick={() => void saveDetails()}\n                disabled={!dirty || saving}\n              >\n                {saving ? 'Saving…' : 'Save'}\n              </Button>\n            </Stack>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"Company\"\n              value={profile.company}\n              onChange={(event) => editProfile('company', event.target.value)}\n              disabled={converted}\n              slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Job title\"\n              value={profile.jobTitle}\n              onChange={(event) => editProfile('jobTitle', event.target.value)}\n              disabled={converted}\n              slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n              fullWidth\n            />\n          </Stack>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"Phone\"\n              value={profile.phone}\n              onChange={(event) => editProfile('phone', event.target.value)}\n              disabled={converted}\n              error={Boolean(profileErrors['phone'])}\n              helperText={profileErrors['phone'] || 'With the country code, like +1 512 555 0107'}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Website\"\n              value={profile.website}\n              onChange={(event) => editProfile('website', event.target.value)}\n              disabled={converted}\n              error={Boolean(profileErrors['website'])}\n              helperText={profileErrors['website'] || 'Like acme.com'}\n              fullWidth\n            />\n          </Stack>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            {/* The org's own values (AGL-3298); the stored one stays shown when the list no longer offers it. */}\n            <LeadSourceSelect\n              picklist={leadSources.picklist}\n              value={profile.leadSource}\n              stored={String(lead.leadSource ?? '')}\n              onChange={(label) => editProfile('leadSource', label)}\n              disabled={converted}\n            />\n            <TextField\n              size=\"small\"\n              label=\"Tags\"\n              value={profile.tags}\n              onChange={(event) => editProfile('tags', event.target.value)}\n              disabled={converted}\n              helperText=\"Comma-separated\"\n              fullWidth\n            />\n          </Stack>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Address'}\n          </Typography>\n          <ContactAddressFields\n            value={profile.address}\n            onChange={(next) => editProfile('address', next)}\n            disabled={converted}\n          />\n          {/*\n            The org's own lead fields (AGL-3272), after the built-in ones\n            because they describe the same record and save with it. Absent,\n            not an empty box, while the org defines none.\n          */}\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'More fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={converted || saving}\n                />\n              ))}\n            </>\n          ) : null}\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={notes}\n            onChange={(event) => {\n              setNotes(event.target.value)\n              setNotesDirty(true)\n            }}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: NOTES_MAX } 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package/src/lib/components/lead-surfaces-note.js

@@ -15,7 +15,7 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
-import { buildRoute, Route } from "@aglyn/aglyn";
+import { pluginRecordHref } from "@aglyn/aglyn/plugin-manager/plugin-record-routes";
 import { AppLink } from "@aglyn/shared-ui-jsx";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useConsoleHostRoute, useFirestore, useFirestoreCollection, usePluginApiPost } from "@aglyn/tenant-feature-instance";
@@ -227,11 +227,10 @@ UnroutedLeadSurfaces.displayName = 'UnroutedLeadSurfaces';
     const { orgSlug, subdomain: host } = useConsoleHostRoute(hostId);
     const { routed, unrouted, truncated, status } = useLeadSurfaceForms(hostId);
     const { turningOn, turnOn } = useTurnOnLeadRouting();
-    const formHref = useCallback((formId)=>orgSlug && host ? buildRoute(Route.FORM_DETAILS, {
+    const formHref = useCallback((formId)=>orgSlug && host ? pluginRecordHref('form', {
             orgSlug,
-            host,
-            formId
-        }) : null, [
+            host
+        }, formId) : null, [
         orgSlug,
         host
     ]);