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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-surfaces-note.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n'use client'\n\nimport { buildRoute, Route } from '@aglyn/aglyn'\nimport { AppLink } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useConsoleHostRoute,\n  useFirestore,\n  useFirestoreCollection,\n  usePluginApiPost,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack, Tooltip, Typography } from '@mui/material'\nimport {\n  collection,\n  doc,\n  limit,\n  orderBy,\n  query,\n  serverTimestamp,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport {\n  LEAD_SURFACE_FORMS_WINDOW,\n  type LeadSurfaceForm,\n  leadSurfaceForms,\n} from '../model/lead-surfaces'\n\nexport interface LeadSurfacesNoteProps {\n  hostId: string\n}\n\n/** The always-on surfaces, named once wherever the note is drawn. */\nexport const LEAD_SURFACES_INTRO =\n  'Leads are created by bookings, forms with lead routing on, imports and New lead'\n/**\n * The rule that keeps one person one record (AGL-3232): a lead is the\n * whole record until it converts, and a person the workspace already holds\n * as a contact is not filed as a lead again.\n */\nexport const LEAD_SURFACES_CONTACTS_TOO =\n  'A lead is its own record until it converts into a contact. Someone who is already a contact is not filed as a lead again — their submission lands on the contact.'\n\n/** One site's forms, sorted into the two answers the note gives. */\nexport interface LeadSurfaceFormsResult {\n  /** `routing.lead` is on: every submission with an address files a lead. */\n  routed: LeadSurfaceForm[]\n  /** The rest, each with its verdict on whether the switch may be offered. */\n  unrouted: LeadSurfaceForm[]\n  /** The site has more forms than the window; the lists are not the whole answer. */\n  truncated: boolean\n  status: ReturnType<typeof useFirestoreCollection>['status']\n}\n\n/**\n * The site's forms, ordered by id and bounded at one past the window — the\n * same read the Inbox's form picker makes, ordered by `__name__` because a\n * form saved without a display name would otherwise fall out of an ordered\n * query and vanish from a list about routing. Host-scoped by path, so any\n * member of the site may read it and no scope predicate is needed.\n *\n * One listener per call, so a note that groups several sites mounts one\n * reader per site it shows and nothing for a site it has not opened.\n */\nexport function useLeadSurfaceForms(hostId: string): LeadSurfaceFormsResult {\n  const firestore = useFirestore()\n  const { data: formDocs, status } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string }\n  >(\n    () =>\n      query(\n        collection(firestore, 'hosts', hostId, 'forms'),\n        orderBy('__name__'),\n        limit(LEAD_SURFACE_FORMS_WINDOW + 1),\n      ),\n    [firestore, hostId],\n    { idField: '$id' },\n  )\n  return useMemo(() => {\n    const forms = leadSurfaceForms(formDocs.slice(0, LEAD_SURFACE_FORMS_WINDOW))\n    return {\n      routed: forms.filter((form) => form.routed),\n      unrouted: forms.filter((form) => !form.routed),\n      truncated: formDocs.length > LEAD_SURFACE_FORMS_WINDOW,\n      status,\n    }\n  }, [formDocs, status])\n}\n\n/** The form a switch is mid-flight on — under which site, since a form id is only unique within one. */\nexport interface LeadRoutingTarget {\n  hostId: string\n  formId: string\n}\n\n/**\n * The switch: one dotted `updateDoc` on `routing.lead`, so a dataset binding\n * beside it is untouched, under the same host-content write the form's page\n * makes. One at a time, whichever site the form is on — two switches in\n * flight would be two toasts racing for the same reader.\n *\n * `siteName` rides into the toast when the note shows more than one site,\n * because \"Contact now files a lead\" is an incomplete sentence to a reader\n * who can see three forms called Contact.\n */\nexport function useTurnOnLeadRouting(): {\n  turningOn: LeadRoutingTarget | null\n  turnOn: (target: {\n    hostId: string\n    form: LeadSurfaceForm\n    siteName?: string | null\n  }) => Promise<void>\n} {\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const postPluginApi = usePluginApiPost()\n  const [turningOn, setTurningOn] = useState<LeadRoutingTarget | null>(null)\n  const turnOn = useCallback(\n    async ({\n      hostId,\n      form,\n      siteName,\n    }: {\n      hostId: string\n      form: LeadSurfaceForm\n      siteName?: string | null\n    }) => {\n      if (turningOn) return\n      setTurningOn({ hostId, formId: form.$id })\n      const where = siteName ? ` on ${siteName}` : ''\n      try {\n        await updateDoc(doc(firestore, 'hosts', hostId, 'forms', form.$id), {\n          'routing.lead': true,\n          updatedAt: serverTimestamp(),\n        })\n        // A lead-routing form holds `0` leads until its first (AGL-3330); the\n        // counters are the forms plugin's to write, so it recounts them —\n        // by address, since this plugin may not import that one.\n        void postPluginApi('/api/forms/stats', { hostId, formIds: [form.$id] })\n        enqueueSnackbar(\n          `\"${form.displayName}\"${where} now files a lead from every submission ` +\n            'that carries an email address.',\n          { variant: 'success', persist: false },\n        )\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar(`Lead routing could not be turned on${where}.`, {\n          variant: 'error',\n          allowDuplicate: true,\n        })\n      } finally {\n        setTurningOn(null)\n      }\n    },\n    [turningOn, firestore, enqueueSnackbar, postPluginApi],\n  )\n  return { turningOn, turnOn }\n}\n\n/** A form by name, linked to its own page when the console can address it. */\nexport function LeadSurfaceFormName(props: {\n  form: LeadSurfaceForm\n  href: string | null\n}) {\n  const { form, href } = props\n  return href ? (\n    <AppLink href={href}>{form.displayName}</AppLink>\n  ) : (\n    <span>{form.displayName}</span>\n  )\n}\nLeadSurfaceFormName.displayName = 'LeadSurfaceFormName'\n\n/** The routed forms as one clause — \"A, B, and possibly more\" — for a sentence to end. */\nexport function LeadSurfaceFormList(props: {\n  forms: LeadSurfaceForm[]\n  truncated: boolean\n  formHref: (formId: string) => string | null\n}) {\n  const { forms, truncated, formHref } = props\n  return (\n    <>\n      {forms.map((form, index) => (\n        <span key={form.$id}>\n          {index ? ', ' : ''}\n          <LeadSurfaceFormName form={form} href={formHref(form.$id)} />\n        </span>\n      ))}\n      {truncated ? ', and possibly more' : ''}\n    </>\n  )\n}\nLeadSurfaceFormList.displayName = 'LeadSurfaceFormList'\n\n/**\n * \"Not routing leads:\" — every form that does not route, with the switch\n * beside the ones that could and the reason beside the ones that cannot.\n *\n * Offered only where `leadSurfaceForms` says the publish check would honor\n * it — a form with no email field, or one that records no consent, is\n * refused with the reason as the tooltip, because a switch that flips and\n * then fails at publish is the exact confusion this note exists to remove.\n */\nexport function UnroutedLeadSurfaces(props: {\n  hostId: string\n  forms: LeadSurfaceForm[]\n  formHref: (formId: string) => string | null\n  turningOn: LeadRoutingTarget | null\n  onTurnOn: (form: LeadSurfaceForm) => void\n}) {\n  const { hostId, forms, formHref, turningOn, onTurnOn } = props\n  return (\n    <Stack\n      direction=\"row\"\n      spacing={1}\n      sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n    >\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {'Not routing leads:'}\n      </Typography>\n      {forms.map((form) => {\n        const pending =\n          turningOn?.hostId === hostId && turningOn.formId === form.$id\n        return (\n          <Stack\n            key={form.$id}\n            direction=\"row\"\n            spacing={0.5}\n            sx={{ alignItems: 'center' }}\n          >\n            <Typography variant=\"caption\" component=\"span\">\n              <LeadSurfaceFormName form={form} href={formHref(form.$id)} />\n            </Typography>\n            {/*\n              Disabled with the reason as its tooltip rather than absent:\n              an absent control and an inapplicable one look alike, and\n              only one of them says what to do about it.\n            */}\n            <Tooltip title={form.blocker ?? ''}>\n              <span>\n                <Button\n                  size=\"small\"\n                  variant=\"text\"\n                  disabled={!form.canRoute || turningOn !== null}\n                  onClick={() => onTurnOn(form)}\n                >\n                  {pending ? 'Turning on…' : 'Turn on lead routing'}\n                </Button>\n              </span>\n            </Tooltip>\n          </Stack>\n        )\n      })}\n    </Stack>\n  )\n}\nUnroutedLeadSurfaces.displayName = 'UnroutedLeadSurfaces'\n\n/**\n * WHAT CREATES A LEAD ON THIS SITE (AGL-2612).\n *\n * Every capture lands in Contacts; a LEAD is filed only by a lead surface —\n * a member sign-up, a booking, or a form whose author declared\n * `routing.lead`. The first two are always on and the third is a switch on\n * each form's own page, which left the Leads list unable to say why one\n * form's people were in it and another's were not. This says so, by name,\n * and offers the switch here for the forms that could carry it.\n *\n * The reader, the switch and the two rows are shared with the\n * organization-level note (`OrgLeadSurfacesNote`), which draws them once\n * per site; this is the one-site composition. The form links resolve the\n * site's console route from the host index, because under a site that is\n * the only address the note is handed.\n */\nexport function LeadSurfacesNote(props: LeadSurfacesNoteProps) {\n  const { hostId } = props\n  const { orgSlug, subdomain: host } = useConsoleHostRoute(hostId)\n  const { routed, unrouted, truncated, status } = useLeadSurfaceForms(hostId)\n  const { turningOn, turnOn } = useTurnOnLeadRouting()\n\n  const formHref = useCallback(\n    (formId: string) =>\n      orgSlug && host\n        ? buildRoute(Route.FORM_DETAILS, { orgSlug, host, formId })\n        : null,\n    [orgSlug, host],\n  )\n\n  return (\n    <Stack spacing={0.5}>\n      <Typography variant=\"body2\" color=\"text.secondary\" component=\"div\">\n        {LEAD_SURFACES_INTRO}\n        {status === 'loading' ? (\n          '…'\n        ) : routed.length ? (\n          <>\n            {': '}\n            <LeadSurfaceFormList forms={routed} truncated={truncated} formHref={formHref} />\n            {'.'}\n          </>\n        ) : (\n          ' — no form routes leads yet.'\n        )}\n        {` ${LEAD_SURFACES_CONTACTS_TOO}`}\n      </Typography>\n      {unrouted.length ? (\n        <UnroutedLeadSurfaces\n          hostId={hostId}\n          forms={unrouted}\n          formHref={formHref}\n          turningOn={turningOn}\n          onTurnOn={(form) => void turnOn({ hostId, form })}\n        />\n      ) : null}\n    </Stack>\n  )\n}\nLeadSurfacesNote.displayName = 'LeadSurfacesNote'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-surfaces-note.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n'use client'\n\nimport { pluginRecordHref } from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { AppLink } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useConsoleHostRoute,\n  useFirestore,\n  useFirestoreCollection,\n  usePluginApiPost,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack, Tooltip, Typography } from '@mui/material'\nimport {\n  collection,\n  doc,\n  limit,\n  orderBy,\n  query,\n  serverTimestamp,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport {\n  LEAD_SURFACE_FORMS_WINDOW,\n  type LeadSurfaceForm,\n  leadSurfaceForms,\n} from '../model/lead-surfaces'\n\nexport interface LeadSurfacesNoteProps {\n  hostId: string\n}\n\n/** The always-on surfaces, named once wherever the note is drawn. */\nexport const LEAD_SURFACES_INTRO =\n  'Leads are created by bookings, forms with lead routing on, imports and New lead'\n/**\n * The rule that keeps one person one record (AGL-3232): a lead is the\n * whole record until it converts, and a person the workspace already holds\n * as a contact is not filed as a lead again.\n */\nexport const LEAD_SURFACES_CONTACTS_TOO =\n  'A lead is its own record until it converts into a contact. Someone who is already a contact is not filed as a lead again — their submission lands on the contact.'\n\n/** One site's forms, sorted into the two answers the note gives. */\nexport interface LeadSurfaceFormsResult {\n  /** `routing.lead` is on: every submission with an address files a lead. */\n  routed: LeadSurfaceForm[]\n  /** The rest, each with its verdict on whether the switch may be offered. */\n  unrouted: LeadSurfaceForm[]\n  /** The site has more forms than the window; the lists are not the whole answer. */\n  truncated: boolean\n  status: ReturnType<typeof useFirestoreCollection>['status']\n}\n\n/**\n * The site's forms, ordered by id and bounded at one past the window — the\n * same read the Inbox's form picker makes, ordered by `__name__` because a\n * form saved without a display name would otherwise fall out of an ordered\n * query and vanish from a list about routing. Host-scoped by path, so any\n * member of the site may read it and no scope predicate is needed.\n *\n * One listener per call, so a note that groups several sites mounts one\n * reader per site it shows and nothing for a site it has not opened.\n */\nexport function useLeadSurfaceForms(hostId: string): LeadSurfaceFormsResult {\n  const firestore = useFirestore()\n  const { data: formDocs, status } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string }\n  >(\n    () =>\n      query(\n        collection(firestore, 'hosts', hostId, 'forms'),\n        orderBy('__name__'),\n        limit(LEAD_SURFACE_FORMS_WINDOW + 1),\n      ),\n    [firestore, hostId],\n    { idField: '$id' },\n  )\n  return useMemo(() => {\n    const forms = leadSurfaceForms(formDocs.slice(0, LEAD_SURFACE_FORMS_WINDOW))\n    return {\n      routed: forms.filter((form) => form.routed),\n      unrouted: forms.filter((form) => !form.routed),\n      truncated: formDocs.length > LEAD_SURFACE_FORMS_WINDOW,\n      status,\n    }\n  }, [formDocs, status])\n}\n\n/** The form a switch is mid-flight on — under which site, since a form id is only unique within one. */\nexport interface LeadRoutingTarget {\n  hostId: string\n  formId: string\n}\n\n/**\n * The switch: one dotted `updateDoc` on `routing.lead`, so a dataset binding\n * beside it is untouched, under the same host-content write the form's page\n * makes. One at a time, whichever site the form is on — two switches in\n * flight would be two toasts racing for the same reader.\n *\n * `siteName` rides into the toast when the note shows more than one site,\n * because \"Contact now files a lead\" is an incomplete sentence to a reader\n * who can see three forms called Contact.\n */\nexport function useTurnOnLeadRouting(): {\n  turningOn: LeadRoutingTarget | null\n  turnOn: (target: {\n    hostId: string\n    form: LeadSurfaceForm\n    siteName?: string | null\n  }) => Promise<void>\n} {\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const postPluginApi = usePluginApiPost()\n  const [turningOn, setTurningOn] = useState<LeadRoutingTarget | null>(null)\n  const turnOn = useCallback(\n    async ({\n      hostId,\n      form,\n      siteName,\n    }: {\n      hostId: string\n      form: LeadSurfaceForm\n      siteName?: string | null\n    }) => {\n      if (turningOn) return\n      setTurningOn({ hostId, formId: form.$id })\n      const where = siteName ? ` on ${siteName}` : ''\n      try {\n        await updateDoc(doc(firestore, 'hosts', hostId, 'forms', form.$id), {\n          'routing.lead': true,\n          updatedAt: serverTimestamp(),\n        })\n        // A lead-routing form holds `0` leads until its first (AGL-3330); the\n        // counters are the forms plugin's to write, so it recounts them —\n        // by address, since this plugin may not import that one.\n        void postPluginApi('/api/forms/stats', { hostId, formIds: [form.$id] })\n        enqueueSnackbar(\n          `\"${form.displayName}\"${where} now files a lead from every submission ` +\n            'that carries an email address.',\n          { variant: 'success', persist: false },\n        )\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar(`Lead routing could not be turned on${where}.`, {\n          variant: 'error',\n          allowDuplicate: true,\n        })\n      } finally {\n        setTurningOn(null)\n      }\n    },\n    [turningOn, firestore, enqueueSnackbar, postPluginApi],\n  )\n  return { turningOn, turnOn }\n}\n\n/** A form by name, linked to its own page when the console can address it. */\nexport function LeadSurfaceFormName(props: {\n  form: LeadSurfaceForm\n  href: string | null\n}) {\n  const { form, href } = props\n  return href ? (\n    <AppLink href={href}>{form.displayName}</AppLink>\n  ) : (\n    <span>{form.displayName}</span>\n  )\n}\nLeadSurfaceFormName.displayName = 'LeadSurfaceFormName'\n\n/** The routed forms as one clause — \"A, B, and possibly more\" — for a sentence to end. */\nexport function LeadSurfaceFormList(props: {\n  forms: LeadSurfaceForm[]\n  truncated: boolean\n  formHref: (formId: string) => string | null\n}) {\n  const { forms, truncated, formHref } = props\n  return (\n    <>\n      {forms.map((form, index) => (\n        <span key={form.$id}>\n          {index ? ', ' : ''}\n          <LeadSurfaceFormName form={form} href={formHref(form.$id)} />\n        </span>\n      ))}\n      {truncated ? ', and possibly more' : ''}\n    </>\n  )\n}\nLeadSurfaceFormList.displayName = 'LeadSurfaceFormList'\n\n/**\n * \"Not routing leads:\" — every form that does not route, with the switch\n * beside the ones that could and the reason beside the ones that cannot.\n *\n * Offered only where `leadSurfaceForms` says the publish check would honor\n * it — a form with no email field, or one that records no consent, is\n * refused with the reason as the tooltip, because a switch that flips and\n * then fails at publish is the exact confusion this note exists to remove.\n */\nexport function UnroutedLeadSurfaces(props: {\n  hostId: string\n  forms: LeadSurfaceForm[]\n  formHref: (formId: string) => string | null\n  turningOn: LeadRoutingTarget | null\n  onTurnOn: (form: LeadSurfaceForm) => void\n}) {\n  const { hostId, forms, formHref, turningOn, onTurnOn } = props\n  return (\n    <Stack\n      direction=\"row\"\n      spacing={1}\n      sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n    >\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {'Not routing leads:'}\n      </Typography>\n      {forms.map((form) => {\n        const pending =\n          turningOn?.hostId === hostId && turningOn.formId === form.$id\n        return (\n          <Stack\n            key={form.$id}\n            direction=\"row\"\n            spacing={0.5}\n            sx={{ alignItems: 'center' }}\n          >\n            <Typography variant=\"caption\" component=\"span\">\n              <LeadSurfaceFormName form={form} href={formHref(form.$id)} />\n            </Typography>\n            {/*\n              Disabled with the reason as its tooltip rather than absent:\n              an absent control and an inapplicable one look alike, and\n              only one of them says what to do about it.\n            */}\n            <Tooltip title={form.blocker ?? ''}>\n              <span>\n                <Button\n                  size=\"small\"\n                  variant=\"text\"\n                  disabled={!form.canRoute || turningOn !== null}\n                  onClick={() => onTurnOn(form)}\n                >\n                  {pending ? 'Turning on…' : 'Turn on lead routing'}\n                </Button>\n              </span>\n            </Tooltip>\n          </Stack>\n        )\n      })}\n    </Stack>\n  )\n}\nUnroutedLeadSurfaces.displayName = 'UnroutedLeadSurfaces'\n\n/**\n * WHAT CREATES A LEAD ON THIS SITE (AGL-2612).\n *\n * Every capture lands in Contacts; a LEAD is filed only by a lead surface —\n * a member sign-up, a booking, or a form whose author declared\n * `routing.lead`. The first two are always on and the third is a switch on\n * each form's own page, which left the Leads list unable to say why one\n * form's people were in it and another's were not. This says so, by name,\n * and offers the switch here for the forms that could carry it.\n *\n * The reader, the switch and the two rows are shared with the\n * organization-level note (`OrgLeadSurfacesNote`), which draws them once\n * per site; this is the one-site composition. The form links resolve the\n * site's console route from the host index, because under a site that is\n * the only address the note is handed.\n */\nexport function LeadSurfacesNote(props: LeadSurfacesNoteProps) {\n  const { hostId } = props\n  const { orgSlug, subdomain: host } = useConsoleHostRoute(hostId)\n  const { routed, unrouted, truncated, status } = useLeadSurfaceForms(hostId)\n  const { turningOn, turnOn } = useTurnOnLeadRouting()\n\n  const formHref = useCallback(\n    (formId: string) =>\n      orgSlug && host\n        ? pluginRecordHref('form', { orgSlug, host }, formId)\n        : null,\n    [orgSlug, host],\n  )\n\n  return (\n    <Stack spacing={0.5}>\n      <Typography variant=\"body2\" color=\"text.secondary\" component=\"div\">\n        {LEAD_SURFACES_INTRO}\n        {status === 'loading' ? (\n          '…'\n        ) : routed.length ? (\n          <>\n            {': '}\n            <LeadSurfaceFormList forms={routed} truncated={truncated} formHref={formHref} />\n            {'.'}\n          </>\n        ) : (\n          ' — no form routes leads yet.'\n        )}\n        {` ${LEAD_SURFACES_CONTACTS_TOO}`}\n      </Typography>\n      {unrouted.length ? (\n        <UnroutedLeadSurfaces\n          hostId={hostId}\n          forms={unrouted}\n          formHref={formHref}\n          turningOn={turningOn}\n          onTurnOn={(form) => void turnOn({ hostId, form })}\n        />\n      ) : null}\n    </Stack>\n  )\n}\nLeadSurfacesNote.displayName = 'LeadSurfacesNote'\n\nexport default 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package/src/lib/components/lead-unqualify-dialog.js

@@ -22,6 +22,7 @@ import { Button, Dialog, DialogActions, DialogContent, DialogContentText, Dialog
 import { doc, serverTimestamp, updateDoc } from "firebase/firestore";
 import { useEffect, useState } from "react";
 import { useCrmScope } from "../hooks/use-crm-scope.js";
+import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
 /** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */ export const UNQUALIFY_REASON_MAX = 500;
 const REASON_MAX = UNQUALIFY_REASON_MAX;
 /**
@@ -39,6 +40,7 @@ const REASON_MAX = UNQUALIFY_REASON_MAX;
     const { orgId } = useCrmScope({
         hostId
     });
+    const followUpSharing = useCrmSharingFollowUp(hostId, orgId);
     const firestore = useFirestore();
     const { enqueueSnackbar } = useSnackbar();
     const [reason, setReason] = useState('');
@@ -67,6 +69,10 @@ const REASON_MAX = UNQUALIFY_REASON_MAX;
             await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), _extends({}, fields, {
                 updatedAt: serverTimestamp()
             }));
+            // A rule may share by status (AGL-3336).
+            followUpSharing('leads', [
+                leadId
+            ]);
             enqueueSnackbar('Lead marked unqualified', {
                 variant: 'success',
                 persist: false

package/src/lib/components/lead-unqualify-dialog.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-unqualify-dialog.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 type { CrmLeadFields } from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  TextField,\n} from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\n\n/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */\nexport const UNQUALIFY_REASON_MAX = 500\nconst REASON_MAX = UNQUALIFY_REASON_MAX\n\nexport interface LeadUnqualifyDialogProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The lead's own site, or `null` at the organization level (AGL-3278).\n   * The write is an org-scoped one-field update; the site is read for the\n   * org root, which the mount answers without one.\n   */\n  hostId: string | null\n  leadId: string\n  /** How the lead reads in the title — its name, else its address. */\n  leadLabel: string\n}\n\n/**\n * Close a lead without converting it, with the reason why (AGL-2608).\n *\n * The reason is REQUIRED. An unqualified lead with no reason is a row that\n * says only \"somebody gave up\", and the one thing a report on lost leads\n * wants to count is why. A client-direct write: `hosts/{hostId}/leads` is\n * not in the catch-all's update exclusions, so a site admin, editor or\n * author may update it, and nothing here needs the server.\n */\nexport function LeadUnqualifyDialog(props: LeadUnqualifyDialogProps) {\n  const { open, onClose, hostId, leadId, leadLabel } = 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 [reason, setReason] = useState('')\n  const [busy, setBusy] = useState(false)\n\n  useEffect(() => {\n    if (open) setReason('')\n  }, [open])\n\n  const submit = async () => {\n    const trimmed = reason.trim()\n    if (!trimmed) 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    setBusy(true)\n    try {\n      const fields: Required<Pick<CrmLeadFields, 'status' | 'unqualifiedReason'>> = {\n        status: 'unqualified',\n        unqualifiedReason: trimmed.slice(0, REASON_MAX),\n      }\n      await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n        ...fields,\n        updatedAt: serverTimestamp(),\n      })\n      enqueueSnackbar('Lead marked unqualified', { variant: 'success', persist: false })\n      onClose()\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={onClose} maxWidth=\"xs\" fullWidth>\n      <DialogTitle>{`Unqualify ${leadLabel}?`}</DialogTitle>\n      <DialogContent>\n        <DialogContentText sx={{ mb: 2 }}>\n          {'The lead stays on file and drops out of the open list. Say why, ' +\n            'so the reason can be counted later.'}\n        </DialogContentText>\n        <TextField\n          label=\"Reason\"\n          value={reason}\n          onChange={(event) => setReason(event.target.value)}\n          multiline\n          minRows={2}\n          fullWidth\n          autoFocus\n          slotProps={{ htmlInput: { maxLength: REASON_MAX } }}\n        />\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          color=\"warning\"\n          onClick={() => void submit()}\n          disabled={busy || !reason.trim()}\n        >\n          {'Unqualify'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nLeadUnqualifyDialog.displayName = 'LeadUnqualifyDialog'\n\nexport default LeadUnqualifyDialog\n"],"names":["useSnackbar","useFirestore","Button","Dialog","DialogActions","DialogContent","DialogContentText","DialogTitle","TextField","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","UNQUALIFY_REASON_MAX","REASON_MAX","LeadUnqualifyDialog","props","open","onClose","hostId","leadId","leadLabel","orgId","firestore","enqueueSnackbar","reason","setReason","busy","setBusy","submit","trimmed","trim","variant","persist","fields","status","unqualifiedReason","slice","updatedAt","error","Error","message","maxWidth","fullWidth","sx","mb","label","value","onChange","event","target","multiline","minRows","autoFocus","slotProps","htmlInput","maxLength","onClick","disabled","color","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAGA,SAASA,WAAW,QAAQ,8BAA6B;AACzD,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SACEC,MAAM,EACNC,MAAM,EACNC,aAAa,EACbC,aAAa,EACbC,iBAAiB,EACjBC,WAAW,EACXC,SAAS,QACJ,gBAAe;AACtB,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AAEpD,0FAA0F,GAC1F,OAAO,MAAMC,uBAAuB,IAAG;AACvC,MAAMC,aAAaD;AAgBnB;;;;;;;;CAQC,GACD,OAAO,SAASE,oBAAoBC,KAA+B;IACjE,MAAM,EAAEC,IAAI,EAAEC,OAAO,EAAEC,MAAM,EAAEC,MAAM,EAAEC,SAAS,EAAE,GAAGL;IACrD,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEM,KAAK,EAAE,GAAGV,YAAY;QAAEO;IAAO;IACvC,MAAMI,YAAYxB;IAClB,MAAM,EAAEyB,eAAe,EAAE,GAAG1B;IAC5B,MAAM,CAAC2B,QAAQC,UAAU,GAAGf,SAAS;IACrC,MAAM,CAACgB,MAAMC,QAAQ,GAAGjB,SAAS;IAEjCD,UAAU;QACR,IAAIO,MAAMS,UAAU;IACtB,GAAG;QAACT;KAAK;IAET,MAAMY,SAAS;QACb,MAAMC,UAAUL,OAAOM,IAAI;QAC3B,IAAI,CAACD,SAAS;QACd,IAAI,CAACR,OAAO;YACVE,gBAAgB,yDAAyD;gBACvEQ,SAAS;gBACTC,SAAS;YACX;YACA;QACF;QACAL,QAAQ;QACR,IAAI;YACF,MAAMM,SAAwE;gBAC5EC,QAAQ;gBACRC,mBAAmBN,QAAQO,KAAK,CAAC,GAAGvB;YACtC;YACA,MAAML,UAAUF,IAAIgB,WAAW,QAAQD,OAAO,SAASF,SAAS,aAC3Dc;gBACHI,WAAW9B;;YAEbgB,gBAAgB,2BAA2B;gBAAEQ,SAAS;gBAAWC,SAAS;YAAM;YAChFf;QACF,EAAE,OAAOqB,OAAO;YACdf,gBACEe,iBAAiBC,QAAQD,MAAME,OAAO,GAAG,kCACzC;gBAAET,SAAS;YAAQ;QAEvB,SAAU;YACRJ,QAAQ;QACV;IACF;IAEA,qBACE,MAAC3B;QAAOgB,MAAMA;QAAMC,SAASA;QAASwB,UAAS;QAAKC,SAAS;;0BAC3D,KAACtC;0BAAa,CAAC,UAAU,EAAEgB,UAAU,CAAC,CAAC;;0BACvC,MAAClB;;kCACC,KAACC;wBAAkBwC,IAAI;4BAAEC,IAAI;wBAAE;kCAC5B,qEACC;;kCAEJ,KAACvC;wBACCwC,OAAM;wBACNC,OAAOtB;wBACPuB,UAAU,CAACC,QAAUvB,UAAUuB,MAAMC,MAAM,CAACH,KAAK;wBACjDI,SAAS;wBACTC,SAAS;wBACTT,SAAS;wBACTU,SAAS;wBACTC,WAAW;4BAAEC,WAAW;gCAAEC,WAAW1C;4BAAW;wBAAE;;;;0BAGtD,MAACZ;;kCACC,KAACF;wBAAOyD,SAASvC;wBAASwC,UAAU/B;kCACjC;;kCAEH,KAAC3B;wBACCgC,SAAQ;wBACR2B,OAAM;wBACNF,SAAS,IAAM,KAAK5B;wBACpB6B,UAAU/B,QAAQ,CAACF,OAAOM,IAAI;kCAE7B;;;;;;AAKX;AACAhB,oBAAoB6C,WAAW,GAAG;AAElC,eAAe7C,oBAAmB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-unqualify-dialog.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 type { CrmLeadFields } from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  TextField,\n} from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */\nexport const UNQUALIFY_REASON_MAX = 500\nconst REASON_MAX = UNQUALIFY_REASON_MAX\n\nexport interface LeadUnqualifyDialogProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The lead's own site, or `null` at the organization level (AGL-3278).\n   * The write is an org-scoped one-field update; the site is read for the\n   * org root, which the mount answers without one.\n   */\n  hostId: string | null\n  leadId: string\n  /** How the lead reads in the title — its name, else its address. */\n  leadLabel: string\n}\n\n/**\n * Close a lead without converting it, with the reason why (AGL-2608).\n *\n * The reason is REQUIRED. An unqualified lead with no reason is a row that\n * says only \"somebody gave up\", and the one thing a report on lost leads\n * wants to count is why. A client-direct write: `hosts/{hostId}/leads` is\n * not in the catch-all's update exclusions, so a site admin, editor or\n * author may update it, and nothing here needs the server.\n */\nexport function LeadUnqualifyDialog(props: LeadUnqualifyDialogProps) {\n  const { open, onClose, hostId, leadId, leadLabel } = 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 [reason, setReason] = useState('')\n  const [busy, setBusy] = useState(false)\n\n  useEffect(() => {\n    if (open) setReason('')\n  }, [open])\n\n  const submit = async () => {\n    const trimmed = reason.trim()\n    if (!trimmed) 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    setBusy(true)\n    try {\n      const fields: Required<Pick<CrmLeadFields, 'status' | 'unqualifiedReason'>> = {\n        status: 'unqualified',\n        unqualifiedReason: trimmed.slice(0, REASON_MAX),\n      }\n      await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n        ...fields,\n        updatedAt: serverTimestamp(),\n      })\n      // A rule may share by status (AGL-3336).\n      followUpSharing('leads', [leadId])\n      enqueueSnackbar('Lead marked unqualified', { variant: 'success', persist: false })\n      onClose()\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={onClose} maxWidth=\"xs\" fullWidth>\n      <DialogTitle>{`Unqualify ${leadLabel}?`}</DialogTitle>\n      <DialogContent>\n        <DialogContentText sx={{ mb: 2 }}>\n          {'The lead stays on file and drops out of the open list. Say why, ' +\n            'so the reason can be counted later.'}\n        </DialogContentText>\n        <TextField\n          label=\"Reason\"\n          value={reason}\n          onChange={(event) => setReason(event.target.value)}\n          multiline\n          minRows={2}\n          fullWidth\n          autoFocus\n          slotProps={{ htmlInput: { maxLength: REASON_MAX } }}\n        />\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          color=\"warning\"\n          onClick={() => void submit()}\n          disabled={busy || !reason.trim()}\n        >\n          {'Unqualify'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nLeadUnqualifyDialog.displayName = 'LeadUnqualifyDialog'\n\nexport default LeadUnqualifyDialog\n"],"names":["useSnackbar","useFirestore","Button","Dialog","DialogActions","DialogContent","DialogContentText","DialogTitle","TextField","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","useCrmSharingFollowUp","UNQUALIFY_REASON_MAX","REASON_MAX","LeadUnqualifyDialog","props","open","onClose","hostId","leadId","leadLabel","orgId","followUpSharing","firestore","enqueueSnackbar","reason","setReason","busy","setBusy","submit","trimmed","trim","variant","persist","fields","status","unqualifiedReason","slice","updatedAt","error","Error","message","maxWidth","fullWidth","sx","mb","label","value","onChange","event","target","multiline","minRows","autoFocus","slotProps","htmlInput","maxLength","onClick","disabled","color","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAGA,SAASA,WAAW,QAAQ,8BAA6B;AACzD,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SACEC,MAAM,EACNC,MAAM,EACNC,aAAa,EACbC,aAAa,EACbC,iBAAiB,EACjBC,WAAW,EACXC,SAAS,QACJ,gBAAe;AACtB,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,qBAAqB,QAAQ,8BAA0B;AAEhE,0FAA0F,GAC1F,OAAO,MAAMC,uBAAuB,IAAG;AACvC,MAAMC,aAAaD;AAgBnB;;;;;;;;CAQC,GACD,OAAO,SAASE,oBAAoBC,KAA+B;IACjE,MAAM,EAAEC,IAAI,EAAEC,OAAO,EAAEC,MAAM,EAAEC,MAAM,EAAEC,SAAS,EAAE,GAAGL;IACrD,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEM,KAAK,EAAE,GAAGX,YAAY;QAAEQ;IAAO;IACvC,MAAMI,kBAAkBX,sBAAsBO,QAAQG;IACtD,MAAME,YAAY1B;IAClB,MAAM,EAAE2B,eAAe,EAAE,GAAG5B;IAC5B,MAAM,CAAC6B,QAAQC,UAAU,GAAGjB,SAAS;IACrC,MAAM,CAACkB,MAAMC,QAAQ,GAAGnB,SAAS;IAEjCD,UAAU;QACR,IAAIQ,MAAMU,UAAU;IACtB,GAAG;QAACV;KAAK;IAET,MAAMa,SAAS;QACb,MAAMC,UAAUL,OAAOM,IAAI;QAC3B,IAAI,CAACD,SAAS;QACd,IAAI,CAACT,OAAO;YACVG,gBAAgB,yDAAyD;gBACvEQ,SAAS;gBACTC,SAAS;YACX;YACA;QACF;QACAL,QAAQ;QACR,IAAI;YACF,MAAMM,SAAwE;gBAC5EC,QAAQ;gBACRC,mBAAmBN,QAAQO,KAAK,CAAC,GAAGxB;YACtC;YACA,MAAMN,UAAUF,IAAIkB,WAAW,QAAQF,OAAO,SAASF,SAAS,aAC3De;gBACHI,WAAWhC;;YAEb,yCAAyC;YACzCgB,gBAAgB,SAAS;gBAACH;aAAO;YACjCK,gBAAgB,2BAA2B;gBAAEQ,SAAS;gBAAWC,SAAS;YAAM;YAChFhB;QACF,EAAE,OAAOsB,OAAO;YACdf,gBACEe,iBAAiBC,QAAQD,MAAME,OAAO,GAAG,kCACzC;gBAAET,SAAS;YAAQ;QAEvB,SAAU;YACRJ,QAAQ;QACV;IACF;IAEA,qBACE,MAAC7B;QAAOiB,MAAMA;QAAMC,SAASA;QAASyB,UAAS;QAAKC,SAAS;;0BAC3D,KAACxC;0BAAa,CAAC,UAAU,EAAEiB,UAAU,CAAC,CAAC;;0BACvC,MAACnB;;kCACC,KAACC;wBAAkB0C,IAAI;4BAAEC,IAAI;wBAAE;kCAC5B,qEACC;;kCAEJ,KAACzC;wBACC0C,OAAM;wBACNC,OAAOtB;wBACPuB,UAAU,CAACC,QAAUvB,UAAUuB,MAAMC,MAAM,CAACH,KAAK;wBACjDI,SAAS;wBACTC,SAAS;wBACTT,SAAS;wBACTU,SAAS;wBACTC,WAAW;4BAAEC,WAAW;gCAAEC,WAAW3C;4BAAW;wBAAE;;;;0BAGtD,MAACb;;kCACC,KAACF;wBAAO2D,SAASxC;wBAASyC,UAAU/B;kCACjC;;kCAEH,KAAC7B;wBACCkC,SAAQ;wBACR2B,OAAM;wBACNF,SAAS,IAAM,KAAK5B;wBACpB6B,UAAU/B,QAAQ,CAACF,OAAOM,IAAI;kCAE7B;;;;;;AAKX;AACAjB,oBAAoB8C,WAAW,GAAG;AAElC,eAAe9C,oBAAmB"}

package/src/lib/components/leads-bulk-bar.js

@@ -40,7 +40,7 @@ import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
  * menu and the inline select do. A lead already closed is not unqualified
  * twice. A lead already at the asked status is skipped rather than rewritten
  * so "Nothing to change" means what it says.
- */ import { CRM_LEAD_STATUS_LABELS, crmLeadStatus, isCrmLeadOpen, leadPrimaryGroup, readCampaignIds } from "@aglyn/aglyn";
+ */ import { CRM_LEAD_STATUS_LABELS, crmLeadStatus, isCrmLeadOpen, readCampaignIds } from "@aglyn/aglyn";
 import CampaignPicker from "@aglyn/shared-ui-email-campaigns/components/campaign-picker.component";
 import { useFirestore } from "@aglyn/tenant-feature-instance";
 import { Button, MenuItem, TextField } from "@mui/material";
@@ -55,8 +55,11 @@ import { crmBulkWriters, runCrmBulkWrites } from "../model/crm-bulk-writes.js";
 import { leadsCsv } from "../model/leads-csv.js";
 import { CrmBulkBarFrame, CrmBulkValueDialog, countNoun } from "./crm-bulk-bar-frame.js";
 import CrmExportAllButton from "./crm-export-all-button.js";
+import { CrmBulkShareButton } from "./record-sharing-card.js";
 import { LeadOwnerSelect } from "./lead-owner-select.js";
 import { UNQUALIFY_REASON_MAX } from "./lead-unqualify-dialog.js";
+import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
+import { leadPrimaryGroup } from "../model/contact-holder.js";
 const NOUN = {
     singular: 'lead',
     plural: 'leads'
@@ -82,6 +85,7 @@ function LeadsBulkBarBody(props) {
     const { rows, selected, onSelectedChange, roster, csv } = props;
     const orgId = (_props_orgId = props.orgId) != null ? _props_orgId : null;
     const hostId = (_props_hostId = props.hostId) != null ? _props_hostId : null;
+    const followUpSharing = useCrmSharingFollowUp(hostId, orgId);
     const firestore = useFirestore();
     const { busy, report, apply, dismissReport } = useCrmBulkApply({
         recordKind: 'lead'
@@ -140,11 +144,22 @@ function LeadsBulkBarBody(props) {
     const runPlan = useCallback((plan, done)=>apply({
             attempted: plan.writes.length,
             skipped: plan.skipped,
-            job: ()=>runCrmBulkWrites(writers, plan.writes, (write)=>write.label),
+            job: async ()=>{
+                const outcome = await runCrmBulkWrites(writers, plan.writes, (write)=>write.label);
+                // A client-direct write owes the sharing rules a re-evaluation (AGL-3336).
+                followUpSharing('leads', plan.writes.filter((write)=>write.kind === 'update').map((write)=>{
+                    var _ref;
+                    var _rows_find;
+                    return (_ref = (_rows_find = rows.find((row)=>row.$id === write.id)) == null ? void 0 : _rows_find.leadId) != null ? _ref : write.id;
+                }));
+                return outcome;
+            },
             done
         }), [
         apply,
-        writers
+        writers,
+        rows,
+        followUpSharing
     ]);
     const handleApply = useCallback(async ()=>{
         if (!pending) return;
@@ -392,6 +407,16 @@ function LeadsBulkBarBody(props) {
                 onClick: ()=>openAction('campaign'),
                 children: 'Add to campaign'
             }),
+            /*#__PURE__*/ _jsx(CrmBulkShareButton, {
+                object: "leads",
+                ids: selectedRows.map((row)=>{
+                    var _row_leadId;
+                    return (_row_leadId = row.leadId) != null ? _row_leadId : row.$id;
+                }),
+                hostId: hostId,
+                orgId: orgId,
+                disabled: busy
+            }),
             /*#__PURE__*/ _jsx(Button, {
                 size: "small",
                 disabled: busy,

package/src/lib/components/leads-bulk-bar.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/leads-bulk-bar.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\n/**\n * The bar over the Leads table, for whatever rows are ticked (AGL-2662).\n *\n * Hand them to an owner, set their status, unqualify them with one reason,\n * or take them into a spreadsheet. Every act here is a document write and\n * nothing more — a lead's status and owner are the team's own notes on a\n * capture, with no event and no notification behind them, which is why the\n * row's inline select writes them client-direct — so the whole bar goes\n * through the shared batched runner under the same rules.\n *\n * ## A row names its own site\n *\n * A lead lives at `orgs/{orgId}/leads/{leadId}` (AGL-3275), and at the organization\n * level the selection spans sites, so the reference for a write is built\n * from the ROW rather than from a scope the bar was handed: the row knows\n * its site, the bar need not. Under a site every row names the same one.\n *\n * ## What is declined, by name\n *\n * A converted lead's status IS its conversion, stamped by the route, and\n * the bar leaves it alone under Set status and Unqualify the way the row\n * menu and the inline select do. A lead already closed is not unqualified\n * twice. A lead already at the asked status is skipped rather than rewritten\n * so \"Nothing to change\" means what it says.\n */\n\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  crmLeadStatus,\n  isCrmLeadOpen,\n  leadPrimaryGroup,\n  readCampaignIds,\n} from '@aglyn/aglyn'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField } from '@mui/material'\nimport { arrayUnion, deleteField, doc, serverTimestamp } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmClientListFields } from '../model/crm-list-query'\nimport {\n  type CrmBulkPlan,\n  type CrmBulkSkip,\n  type CrmBulkWrite,\n  crmBulkWriters,\n  runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport { type LeadCsvOptions, leadsCsv } from '../model/leads-csv'\nimport {\n  type CrmBulkNoun,\n  CrmBulkBarFrame,\n  CrmBulkValueDialog,\n  countNoun,\n} from './crm-bulk-bar-frame'\nimport CrmExportAllButton from './crm-export-all-button'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { UNQUALIFY_REASON_MAX } from './lead-unqualify-dialog'\n\n/**\n * One row of the Leads list as the bar needs it: the document's fields,\n * the grid's key, and which document under which site a write names.\n */\nexport type LeadBulkRow = Record<string, unknown> &\n  CrmLeadFields & { $id: string; leadId: string }\n\nexport interface LeadsBulkBarProps {\n  rows: readonly LeadBulkRow[]\n  selected: readonly string[]\n  onSelectedChange: (ids: string[]) => void\n  /** The section's roster — already read for the Owner column. */\n  roster: OrgMemberOptions\n  /** How the export names the owner and, at the org level, the site — the list's own. */\n  csv?: LeadCsvOptions\n  /** The organization these leads belong to; null while it is unresolved. */\n  orgId?: string | null\n  /**\n   * The site the list is read under, or `null` at the organization level\n   * where the complete export spans every site (AGL-2662).\n   */\n  hostId?: string | null\n  /**\n   * The org the shell passed, for the scope a filing entry carries\n   * (AGL-3274): Add to campaign writes one on each lead's Activity, and\n   * the entry is visible to whoever sees a record made on this site.\n   */\n  org?: Record<string, unknown> | null\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'lead', plural: 'leads' }\n\ntype PendingAction = 'owner' | 'status' | 'unqualify' | 'campaign'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n  owner: 'Set the owner',\n  status: 'Set the status',\n  unqualify: 'Unqualify',\n  campaign: 'Add to campaign',\n}\n\n/** The statuses the bar can set — the open ones; closing goes through Unqualify. */\nconst SETTABLE_STATUSES: readonly CrmLeadStatus[] = ['new', 'working']\n\n/** The label a report lists a lead under — its name, else its address. */\nconst labelOf = (lead: LeadBulkRow): string =>\n  String(lead['name'] || lead['email'] || lead.leadId)\n\nexport function LeadsBulkBar(props: LeadsBulkBarProps) {\n  if (!props.selected.length) return null\n  return <LeadsBulkBarBody {...props} />\n}\nLeadsBulkBar.displayName = 'LeadsBulkBar'\n\nfunction LeadsBulkBarBody(props: LeadsBulkBarProps) {\n  const { rows, selected, onSelectedChange, roster, csv } = props\n  const orgId = props.orgId ?? null\n  const hostId = props.hostId ?? null\n  const firestore = useFirestore()\n  const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'lead' })\n\n  const selectedRows = useMemo(() => {\n    const chosen = new Set(selected)\n    return rows.filter((row) => chosen.has(row.$id))\n  }, [rows, selected])\n\n  const [pending, setPending] = useState<PendingAction | null>(null)\n  const [value, setValue] = useState('')\n  /*\n   * The campaigns to add the selection to (AGL-3254), and the containers\n   * the picker offers — read only while that dialog is open. Under a site,\n   * the campaigns placed on it; at the organization level, where a\n   * selection spans sites, every campaign in the org.\n   */\n  const [campaignIds, setCampaignIds] = useState<string[]>([])\n  const campaigns = useCrmCampaigns(\n    { hostId, orgId },\n    { enabled: pending === 'campaign' },\n  )\n  const logFiling = useCampaignFilingLog({ orgId, hostId, org: props.org })\n\n  // The reference a write names is the row's own site and document.\n  const writers = useMemo(() => {\n    const byId = new Map(rows.map((row) => [row.$id, row]))\n    return crmBulkWriters(firestore, (id) => {\n      const row = byId.get(id)\n      // One org collection (AGL-3275): the row no longer names a site, and\n      // the bulk write addresses the same document at either level.\n      // `orgs//leads` is a path Firestore accepts the shape of and nothing\n      // owns, so an absent org refuses the write rather than composing one.\n      if (!orgId) throw new Error('[crm] a lead write needs an organization')\n      return doc(firestore, 'orgs', orgId, 'leads', row?.leadId ?? id)\n    })\n  }, [firestore, rows])\n\n  const openAction = (action: PendingAction) => {\n    setValue('')\n    setCampaignIds([])\n    setPending(action)\n  }\n\n  const runPlan = useCallback(\n    (plan: CrmBulkPlan, done: (count: number) => string) =>\n      apply({\n        attempted: plan.writes.length,\n        skipped: plan.skipped,\n        job: () => runCrmBulkWrites(writers, plan.writes, (write) => write.label),\n        done,\n      }),\n    [apply, writers],\n  )\n\n  const handleApply = useCallback(async () => {\n    if (!pending) return\n    const action = pending\n    setPending(null)\n    const writes: CrmBulkWrite[] = []\n    const skipped: CrmBulkSkip[] = []\n    if (action === 'owner') {\n      for (const lead of selectedRows) {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: { ownerUid: value ? value : deleteField(), updatedAt: serverTimestamp() },\n        })\n      }\n      await runPlan(\n        { writes, skipped },\n        (count) => (value ? `Owner set on ${countNoun(count, NOUN)}` : `Owner cleared on ${countNoun(count, NOUN)}`),\n      )\n      return\n    }\n    if (action === 'campaign') {\n      // Added to what each lead carries — `arrayUnion`, the way a sequence's\n      // enroll and the import add one — never in place of it.\n      for (const lead of selectedRows) {\n        // The union as it will stand, for the list field it moves (AGL-3321).\n        const union = [...new Set([...readCampaignIds(lead), ...campaignIds])]\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: {\n            campaignIds: arrayUnion(...campaignIds),\n            ...crmClientListFields('leads', lead, { campaignIds: union }, ['scopedCampaignIds']),\n            updatedAt: serverTimestamp(),\n          },\n        })\n      }\n      const outcome = await runPlan(\n        { writes, skipped },\n        (count) =>\n          `Added ${countNoun(count, NOUN)} to ${campaignIds.length === 1 ? 'the campaign' : `${campaignIds.length} campaigns`}`,\n      )\n      // What landed is written on each lead's Activity (AGL-3274): one\n      // \"Filed under\" per campaign the lead was not already in, and none\n      // for a lead the store refused — the row's own document is the\n      // membership, and the entry only records the act.\n      const refused = new Set(outcome.refused.map((entry) => entry.label))\n      const named = campaignIds.map((campaignId) => ({\n        id: campaignId,\n        name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n      }))\n      for (const lead of selectedRows) {\n        if (refused.has(labelOf(lead))) continue\n        const already = readCampaignIds(lead)\n        const filed = named.filter((campaign) => !already.includes(campaign.id))\n        // At the organization level each entry carries its own lead's first\n        // capturing site, the one the lead's page files as.\n        if (filed.length) {\n          await logFiling(\n            { leadId: lead.leadId },\n            { filed },\n            hostId ? null : leadPrimaryGroup(lead, props.org ?? null).hostId || null,\n          )\n        }\n      }\n      return\n    }\n    if (action === 'status') {\n      const status = value as CrmLeadStatus\n      for (const lead of selectedRows) {\n        const current = crmLeadStatus(lead)\n        if (lead.convertedContactId) {\n          skipped.push({ label: labelOf(lead), reason: 'was converted' })\n        } else if (current === status) {\n          skipped.push({\n            label: labelOf(lead),\n            reason: `already ${CRM_LEAD_STATUS_LABELS[status]}`,\n          })\n        } else {\n          writes.push({\n            id: lead.$id,\n            label: labelOf(lead),\n            kind: 'update',\n            data: {\n              status,\n              // Reopening an unqualified lead clears its reason, as the row does.\n              ...(current === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n              updatedAt: serverTimestamp(),\n            },\n          })\n        }\n      }\n      await runPlan(\n        { writes, skipped },\n        (count) => `Status set on ${countNoun(count, NOUN)}`,\n      )\n      return\n    }\n    const reason = value.trim().slice(0, UNQUALIFY_REASON_MAX)\n    for (const lead of selectedRows) {\n      if (lead.convertedContactId) {\n        skipped.push({ label: labelOf(lead), reason: 'was converted' })\n      } else if (!isCrmLeadOpen(lead)) {\n        skipped.push({ label: labelOf(lead), reason: 'is already closed' })\n      } else {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: {\n            status: 'unqualified' satisfies CrmLeadStatus,\n            unqualifiedReason: reason,\n            updatedAt: serverTimestamp(),\n          },\n        })\n      }\n    }\n    await runPlan(\n      { writes, skipped },\n      (count) => `Marked ${countNoun(count, NOUN)} unqualified`,\n    )\n  }, [pending, value, campaignIds, campaigns.options, selectedRows, runPlan, logFiling, hostId, props.org])\n\n  const handleExport = useCallback(() => {\n    downloadTextFile('leads-selected.csv', 'text/csv', leadsCsv(selectedRows, csv))\n  }, [selectedRows, csv])\n\n  const canApply =\n    pending === 'owner' ||\n    (pending === 'campaign'\n      ? campaignIds.length > 0\n      : pending === 'status'\n        ? Boolean(value)\n        : Boolean(value.trim()))\n\n  return (\n    <CrmBulkBarFrame\n      count={selected.length}\n      noun={NOUN}\n      busy={busy}\n      onClear={() => onSelectedChange([])}\n      report={report}\n      onDismissReport={dismissReport}\n      extras={\n        <CrmBulkValueDialog\n          open={pending !== null}\n          title={pending ? ACTION_TITLES[pending] : ''}\n          count={selected.length}\n          noun={NOUN}\n          busy={busy}\n          canApply={canApply}\n          applyLabel={pending === 'unqualify' ? 'Unqualify' : pending === 'campaign' ? 'Add' : undefined}\n          onClose={() => setPending(null)}\n          onApply={() => void handleApply()}\n        >\n          {pending === 'owner' ? (\n            <LeadOwnerSelect value={value} onChange={setValue} roster={roster} size=\"medium\" />\n          ) : pending === 'status' ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              helperText=\"Closing a lead goes through Unqualify, which asks why.\"\n            >\n              {SETTABLE_STATUSES.map((status) => (\n                <MenuItem key={status} value={status}>\n                  {CRM_LEAD_STATUS_LABELS[status]}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : pending === 'unqualify' ? (\n            <TextField\n              label=\"Reason\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              multiline\n              minRows={2}\n              autoFocus\n              helperText=\"One reason for every selected lead, kept on each so it can be counted later.\"\n              slotProps={{ htmlInput: { maxLength: UNQUALIFY_REASON_MAX } }}\n            />\n          ) : pending === 'campaign' ? (\n            <CampaignPicker\n              options={campaigns.options}\n              value={campaignIds}\n              onChange={setCampaignIds}\n              helperText=\"Added to the campaigns each selected lead is already in. It does not decide who a campaign mails.\"\n              empty={campaigns.ready && !campaigns.options.length}\n              emptyText={\n                hostId\n                  ? 'This site has no campaigns yet. Create one from Marketing to file leads under it.'\n                  : 'There are no campaigns yet. Create one from Marketing to file leads under it.'\n              }\n            />\n          ) : null}\n        </CrmBulkValueDialog>\n      }\n    >\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('owner')}>\n        {'Set owner'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('status')}>\n        {'Set status'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('unqualify')}>\n        {'Unqualify'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('campaign')}>\n        {'Add to campaign'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={handleExport}>\n        {'Export CSV'}\n      </Button>\n      {/*\n        The selection's file is the rows on screen; this one is the whole\n        collection, streamed by the server (AGL-2662).\n      */}\n      <CrmExportAllButton\n        resource=\"leads\"\n        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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/leads-bulk-bar.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\n/**\n * The bar over the Leads table, for whatever rows are ticked (AGL-2662).\n *\n * Hand them to an owner, set their status, unqualify them with one reason,\n * or take them into a spreadsheet. Every act here is a document write and\n * nothing more — a lead's status and owner are the team's own notes on a\n * capture, with no event and no notification behind them, which is why the\n * row's inline select writes them client-direct — so the whole bar goes\n * through the shared batched runner under the same rules.\n *\n * ## A row names its own site\n *\n * A lead lives at `orgs/{orgId}/leads/{leadId}` (AGL-3275), and at the organization\n * level the selection spans sites, so the reference for a write is built\n * from the ROW rather than from a scope the bar was handed: the row knows\n * its site, the bar need not. Under a site every row names the same one.\n *\n * ## What is declined, by name\n *\n * A converted lead's status IS its conversion, stamped by the route, and\n * the bar leaves it alone under Set status and Unqualify the way the row\n * menu and the inline select do. A lead already closed is not unqualified\n * twice. A lead already at the asked status is skipped rather than rewritten\n * so \"Nothing to change\" means what it says.\n */\n\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  crmLeadStatus,\n  isCrmLeadOpen,\n  readCampaignIds,\n} from '@aglyn/aglyn'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField } from '@mui/material'\nimport { arrayUnion, deleteField, doc, serverTimestamp } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmClientListFields } from '../model/crm-list-query'\nimport {\n  type CrmBulkPlan,\n  type CrmBulkSkip,\n  type CrmBulkWrite,\n  crmBulkWriters,\n  runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport { type LeadCsvOptions, leadsCsv } from '../model/leads-csv'\nimport {\n  type CrmBulkNoun,\n  CrmBulkBarFrame,\n  CrmBulkValueDialog,\n  countNoun,\n} from './crm-bulk-bar-frame'\nimport CrmExportAllButton from './crm-export-all-button'\nimport { CrmBulkShareButton } from './record-sharing-card'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { UNQUALIFY_REASON_MAX } from './lead-unqualify-dialog'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\nimport { leadPrimaryGroup } from '../model/contact-holder'\n\n/**\n * One row of the Leads list as the bar needs it: the document's fields,\n * the grid's key, and which document under which site a write names.\n */\nexport type LeadBulkRow = Record<string, unknown> &\n  CrmLeadFields & { $id: string; leadId: string }\n\nexport interface LeadsBulkBarProps {\n  rows: readonly LeadBulkRow[]\n  selected: readonly string[]\n  onSelectedChange: (ids: string[]) => void\n  /** The section's roster — already read for the Owner column. */\n  roster: OrgMemberOptions\n  /** How the export names the owner and, at the org level, the site — the list's own. */\n  csv?: LeadCsvOptions\n  /** The organization these leads belong to; null while it is unresolved. */\n  orgId?: string | null\n  /**\n   * The site the list is read under, or `null` at the organization level\n   * where the complete export spans every site (AGL-2662).\n   */\n  hostId?: string | null\n  /**\n   * The org the shell passed, for the scope a filing entry carries\n   * (AGL-3274): Add to campaign writes one on each lead's Activity, and\n   * the entry is visible to whoever sees a record made on this site.\n   */\n  org?: Record<string, unknown> | null\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'lead', plural: 'leads' }\n\ntype PendingAction = 'owner' | 'status' | 'unqualify' | 'campaign'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n  owner: 'Set the owner',\n  status: 'Set the status',\n  unqualify: 'Unqualify',\n  campaign: 'Add to campaign',\n}\n\n/** The statuses the bar can set — the open ones; closing goes through Unqualify. */\nconst SETTABLE_STATUSES: readonly CrmLeadStatus[] = ['new', 'working']\n\n/** The label a report lists a lead under — its name, else its address. */\nconst labelOf = (lead: LeadBulkRow): string =>\n  String(lead['name'] || lead['email'] || lead.leadId)\n\nexport function LeadsBulkBar(props: LeadsBulkBarProps) {\n  if (!props.selected.length) return null\n  return <LeadsBulkBarBody {...props} />\n}\nLeadsBulkBar.displayName = 'LeadsBulkBar'\n\nfunction LeadsBulkBarBody(props: LeadsBulkBarProps) {\n  const { rows, selected, onSelectedChange, roster, csv } = props\n  const orgId = props.orgId ?? null\n  const hostId = props.hostId ?? null\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const firestore = useFirestore()\n  const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'lead' })\n\n  const selectedRows = useMemo(() => {\n    const chosen = new Set(selected)\n    return rows.filter((row) => chosen.has(row.$id))\n  }, [rows, selected])\n\n  const [pending, setPending] = useState<PendingAction | null>(null)\n  const [value, setValue] = useState('')\n  /*\n   * The campaigns to add the selection to (AGL-3254), and the containers\n   * the picker offers — read only while that dialog is open. Under a site,\n   * the campaigns placed on it; at the organization level, where a\n   * selection spans sites, every campaign in the org.\n   */\n  const [campaignIds, setCampaignIds] = useState<string[]>([])\n  const campaigns = useCrmCampaigns(\n    { hostId, orgId },\n    { enabled: pending === 'campaign' },\n  )\n  const logFiling = useCampaignFilingLog({ orgId, hostId, org: props.org })\n\n  // The reference a write names is the row's own site and document.\n  const writers = useMemo(() => {\n    const byId = new Map(rows.map((row) => [row.$id, row]))\n    return crmBulkWriters(firestore, (id) => {\n      const row = byId.get(id)\n      // One org collection (AGL-3275): the row no longer names a site, and\n      // the bulk write addresses the same document at either level.\n      // `orgs//leads` is a path Firestore accepts the shape of and nothing\n      // owns, so an absent org refuses the write rather than composing one.\n      if (!orgId) throw new Error('[crm] a lead write needs an organization')\n      return doc(firestore, 'orgs', orgId, 'leads', row?.leadId ?? id)\n    })\n  }, [firestore, rows])\n\n  const openAction = (action: PendingAction) => {\n    setValue('')\n    setCampaignIds([])\n    setPending(action)\n  }\n\n  const runPlan = useCallback(\n    (plan: CrmBulkPlan, done: (count: number) => string) =>\n      apply({\n        attempted: plan.writes.length,\n        skipped: plan.skipped,\n        job: async () => {\n          const outcome = await runCrmBulkWrites(writers, plan.writes, (write) => write.label)\n          // A client-direct write owes the sharing rules a re-evaluation (AGL-3336).\n          followUpSharing(\n            'leads',\n            plan.writes.filter((write) => write.kind === 'update').map((write) => rows.find((row) => row.$id === write.id)?.leadId ?? write.id),\n          )\n          return outcome\n        },\n        done,\n      }),\n    [apply, writers, rows, followUpSharing],\n  )\n\n  const handleApply = useCallback(async () => {\n    if (!pending) return\n    const action = pending\n    setPending(null)\n    const writes: CrmBulkWrite[] = []\n    const skipped: CrmBulkSkip[] = []\n    if (action === 'owner') {\n      for (const lead of selectedRows) {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: { ownerUid: value ? value : deleteField(), updatedAt: serverTimestamp() },\n        })\n      }\n      await runPlan(\n        { writes, skipped },\n        (count) => (value ? `Owner set on ${countNoun(count, NOUN)}` : `Owner cleared on ${countNoun(count, NOUN)}`),\n      )\n      return\n    }\n    if (action === 'campaign') {\n      // Added to what each lead carries — `arrayUnion`, the way a sequence's\n      // enroll and the import add one — never in place of it.\n      for (const lead of selectedRows) {\n        // The union as it will stand, for the list field it moves (AGL-3321).\n        const union = [...new Set([...readCampaignIds(lead), ...campaignIds])]\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: {\n            campaignIds: arrayUnion(...campaignIds),\n            ...crmClientListFields('leads', lead, { campaignIds: union }, ['scopedCampaignIds']),\n            updatedAt: serverTimestamp(),\n          },\n        })\n      }\n      const outcome = await runPlan(\n        { writes, skipped },\n        (count) =>\n          `Added ${countNoun(count, NOUN)} to ${campaignIds.length === 1 ? 'the campaign' : `${campaignIds.length} campaigns`}`,\n      )\n      // What landed is written on each lead's Activity (AGL-3274): one\n      // \"Filed under\" per campaign the lead was not already in, and none\n      // for a lead the store refused — the row's own document is the\n      // membership, and the entry only records the act.\n      const refused = new Set(outcome.refused.map((entry) => entry.label))\n      const named = campaignIds.map((campaignId) => ({\n        id: campaignId,\n        name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n      }))\n      for (const lead of selectedRows) {\n        if (refused.has(labelOf(lead))) continue\n        const already = readCampaignIds(lead)\n        const filed = named.filter((campaign) => !already.includes(campaign.id))\n        // At the organization level each entry carries its own lead's first\n        // capturing site, the one the lead's page files as.\n        if (filed.length) {\n          await logFiling(\n            { leadId: lead.leadId },\n            { filed },\n            hostId ? null : leadPrimaryGroup(lead, props.org ?? null).hostId || null,\n          )\n        }\n      }\n      return\n    }\n    if (action === 'status') {\n      const status = value as CrmLeadStatus\n      for (const lead of selectedRows) {\n        const current = crmLeadStatus(lead)\n        if (lead.convertedContactId) {\n          skipped.push({ label: labelOf(lead), reason: 'was converted' })\n        } else if (current === status) {\n          skipped.push({\n            label: labelOf(lead),\n            reason: `already ${CRM_LEAD_STATUS_LABELS[status]}`,\n          })\n        } else {\n          writes.push({\n            id: lead.$id,\n            label: labelOf(lead),\n            kind: 'update',\n            data: {\n              status,\n              // Reopening an unqualified lead clears its reason, as the row does.\n              ...(current === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n              updatedAt: serverTimestamp(),\n            },\n          })\n        }\n      }\n      await runPlan(\n        { writes, skipped },\n        (count) => `Status set on ${countNoun(count, NOUN)}`,\n      )\n      return\n    }\n    const reason = value.trim().slice(0, UNQUALIFY_REASON_MAX)\n    for (const lead of selectedRows) {\n      if (lead.convertedContactId) {\n        skipped.push({ label: labelOf(lead), reason: 'was converted' })\n      } else if (!isCrmLeadOpen(lead)) {\n        skipped.push({ label: labelOf(lead), reason: 'is already closed' })\n      } else {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: {\n            status: 'unqualified' satisfies CrmLeadStatus,\n            unqualifiedReason: reason,\n            updatedAt: serverTimestamp(),\n          },\n        })\n      }\n    }\n    await runPlan(\n      { writes, skipped },\n      (count) => `Marked ${countNoun(count, NOUN)} unqualified`,\n    )\n  }, [pending, value, campaignIds, campaigns.options, selectedRows, runPlan, logFiling, hostId, props.org])\n\n  const handleExport = useCallback(() => {\n    downloadTextFile('leads-selected.csv', 'text/csv', leadsCsv(selectedRows, csv))\n  }, [selectedRows, csv])\n\n  const canApply =\n    pending === 'owner' ||\n    (pending === 'campaign'\n      ? campaignIds.length > 0\n      : pending === 'status'\n        ? Boolean(value)\n        : Boolean(value.trim()))\n\n  return (\n    <CrmBulkBarFrame\n      count={selected.length}\n      noun={NOUN}\n      busy={busy}\n      onClear={() => onSelectedChange([])}\n      report={report}\n      onDismissReport={dismissReport}\n      extras={\n        <CrmBulkValueDialog\n          open={pending !== null}\n          title={pending ? ACTION_TITLES[pending] : ''}\n          count={selected.length}\n          noun={NOUN}\n          busy={busy}\n          canApply={canApply}\n          applyLabel={pending === 'unqualify' ? 'Unqualify' : pending === 'campaign' ? 'Add' : undefined}\n          onClose={() => setPending(null)}\n          onApply={() => void handleApply()}\n        >\n          {pending === 'owner' ? (\n            <LeadOwnerSelect value={value} onChange={setValue} roster={roster} size=\"medium\" />\n          ) : pending === 'status' ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              helperText=\"Closing a lead goes through Unqualify, which asks why.\"\n            >\n              {SETTABLE_STATUSES.map((status) => (\n                <MenuItem key={status} value={status}>\n                  {CRM_LEAD_STATUS_LABELS[status]}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : pending === 'unqualify' ? (\n            <TextField\n              label=\"Reason\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              multiline\n              minRows={2}\n              autoFocus\n              helperText=\"One reason for every selected lead, kept on each so it can be counted later.\"\n              slotProps={{ htmlInput: { maxLength: UNQUALIFY_REASON_MAX } }}\n            />\n          ) : pending === 'campaign' ? (\n            <CampaignPicker\n              options={campaigns.options}\n              value={campaignIds}\n              onChange={setCampaignIds}\n              helperText=\"Added to the campaigns each selected lead is already in. It does not decide who a campaign mails.\"\n              empty={campaigns.ready && !campaigns.options.length}\n              emptyText={\n                hostId\n                  ? 'This site has no campaigns yet. Create one from Marketing to file leads under it.'\n                  : 'There are no campaigns yet. Create one from Marketing to file leads under it.'\n              }\n            />\n          ) : null}\n        </CrmBulkValueDialog>\n      }\n    >\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('owner')}>\n        {'Set owner'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('status')}>\n        {'Set status'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('unqualify')}>\n        {'Unqualify'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('campaign')}>\n        {'Add to campaign'}\n      </Button>\n      <CrmBulkShareButton\n        object=\"leads\"\n        ids={selectedRows.map((row) => row.leadId ?? row.$id)}\n        hostId={hostId}\n        orgId={orgId}\n        disabled={busy}\n      />\n      <Button size=\"small\" disabled={busy} onClick={handleExport}>\n        {'Export CSV'}\n      </Button>\n      {/*\n        The selection's file is the rows on screen; this one is the whole\n        collection, streamed by the server (AGL-2662).\n      */}\n      <CrmExportAllButton\n        resource=\"leads\"\n        orgId={orgId}\n        hostId={hostId}\n        disabled={busy}\n      />\n    </CrmBulkBarFrame>\n  )\n}\nLeadsBulkBarBody.displayName = 'LeadsBulkBarBody'\n\nexport default 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package/src/lib/components/leads-section.js

@@ -42,6 +42,7 @@ import { Box, Button, Dialog, DialogActions, DialogContent, DialogTitle, MenuIte
 import { deleteField, doc, serverTimestamp, updateDoc } from "firebase/firestore";
 import { useRouter } from "next/navigation";
 import { useCallback, useEffect, useMemo, useState } from "react";
+import { leadPrimaryGroup } from "../model/contact-holder.js";
 import { downloadTextFile } from "../model/contacts-csv.js";
 import { crmRoutes } from "../model/crm-routes.js";
 import { LEAD_EMAIL_FILTER_OPTIONS, LEAD_FILTER_CODECS, LEAD_LIST_DECLARATION, LEAD_LIST_FILTER_FIELDS, LEAD_LIST_FILTER_HEADERS, LEAD_SOURCE_FILTER_NONE, LEAD_STATUS_FILTER_OPTIONS, leadClausesForGrid, LEAD_PREFIX_SEARCH, leadClauseImpliesScope, leadClausesToStore, leadQueryClause } from "../model/lead-filters.js";
@@ -60,6 +61,9 @@ import { LeadOwnerSelect } from "./lead-owner-select.js";
 import { CONVERT_PENDING_ERASURE_REASON } from "./lead-properties-card.js";
 import { CrmEmailStateChip } from "./crm-email-state-chip.js";
 import { LeadStatusChip } from "./lead-status-chip.js";
+import { CrmShareChipView } from "./record-sharing-card.js";
+import { crmShareChipFor } from "../model/crm-sharing.js";
+import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
 import LeadSurfacesNote from "./lead-surfaces-note.js";
 import { LeadUnqualifyDialog } from "./lead-unqualify-dialog.js";
 import LeadsBulkBar from "./leads-bulk-bar.js";
@@ -87,10 +91,13 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
     const firestore = useFirestore();
     const router = useRouter();
     const { enqueueSnackbar } = useSnackbar();
-    const { orgId, createHostId } = useCrmScope({
+    const { orgId, createHostId, consentGroup } = useCrmScope({
         hostId,
         org
     });
+    // The viewing site's group: a row it sees only through a share is chipped
+    // with who shared it (AGL-3336). None at the organization level.
+    const viewingHostIds = consentGroup == null ? void 0 : consentGroup.hostIds;
     const mount = useCrmOrgMount();
     const roster = useOrgMemberOptions(orgId);
     // The org's lead fields, for the optional columns below (AGL-3272).
@@ -341,6 +348,8 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
         crmApi,
         enqueueSnackbar
     ]);
+    // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).
+    const followUpSharing = useCrmSharingFollowUp(hostId, orgId);
     const writeLead = useCallback(async (lead, fields, done)=>{
         if (!orgId) {
             enqueueSnackbar('Still loading this workspace — try again in a moment.', {
@@ -353,6 +362,9 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
             await updateDoc(doc(firestore, 'orgs', orgId, 'leads', lead.leadId), _extends({}, fields, {
                 updatedAt: serverTimestamp()
             }));
+            followUpSharing('leads', [
+                lead.leadId
+            ]);
             enqueueSnackbar(done, {
                 variant: 'success',
                 persist: false
@@ -364,7 +376,8 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
         }
     }, [
         firestore,
-        enqueueSnackbar
+        enqueueSnackbar,
+        followUpSharing
     ]);
     const columns = useMemo(()=>[
             {
@@ -383,10 +396,24 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                             height: '100%'
                         },
                         children: [
-                            /*#__PURE__*/ _jsx(Typography, {
-                                variant: "body2",
-                                noWrap: true,
-                                children: String(row['name'] || row['email'] || row.$id)
+                            /*#__PURE__*/ _jsxs(Stack, {
+                                direction: "row",
+                                spacing: 1,
+                                sx: {
+                                    alignItems: 'center',
+                                    minWidth: 0
+                                },
+                                children: [
+                                    /*#__PURE__*/ _jsx(Typography, {
+                                        variant: "body2",
+                                        noWrap: true,
+                                        children: String(row['name'] || row['email'] || row.$id)
+                                    }),
+                                    /*#__PURE__*/ _jsx(CrmShareChipView, {
+                                        chip: crmShareChipFor(row, viewingHostIds != null ? viewingHostIds : []),
+                                        org: org
+                                    })
+                                ]
                             }),
                             row['name'] ? /*#__PURE__*/ _jsx(Typography, {
                                 variant: "caption",
@@ -627,6 +654,8 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
         routes,
         writeLead,
         hostId,
+        viewingHostIds,
+        org,
         mount,
         campaignName,
         leadFields.active,
@@ -784,7 +813,7 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
             /*#__PURE__*/ _jsx(LeadConvertDialog, {
                 open: Boolean(converting),
                 onClose: ()=>setConverting(null),
-                hostId: hostId != null ? hostId : Aglyn.leadPrimaryGroup(converting, org).hostId || null,
+                hostId: hostId != null ? hostId : leadPrimaryGroup(converting, org).hostId || null,
                 orgId: orgId,
                 org: org,
                 leadId: (_ref1 = converting == null ? void 0 : converting.leadId) != null ? _ref1 : '',