@aglyn/plugins-crm 1.0.0-beta.218 → 1.0.0-beta.220

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_OPEN_STATUSES,\n  CRM_LEAD_STATUS_LABELS,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  crmLeadStatus,\n  isCrmLeadOpen,\n  readContainerIds,\n} from '@aglyn/aglyn'\nimport ContainerPicker from '@aglyn/tenant-feature-instance/components/container-picker'\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[] = CRM_LEAD_OPEN_STATUSES\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 ${countNoun(count, NOUN)}`),\n      )\n      return\n    }\n    if (action === 'campaign') {\n      // Added to what each lead carries — `arrayUnion`, the way a sequence's\n      // enroll and the import add one — never in place of it.\n      for (const lead of selectedRows) {\n        // The union as it will stand, for the list field it moves (AGL-3321).\n        const union = [...new Set([...readContainerIds(lead, 'campaign'), ...campaignIds])]\n        writes.push({\n          id: lead.$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 = readContainerIds(lead, 'campaign')\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            <ContainerPicker\n              kind=\"campaign\"\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",
@@ -533,7 +560,7 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                 headerName: 'Campaign',
                 flex: 1,
                 minWidth: 150,
-                valueGetter: (_value, row)=>Aglyn.readCampaignIds(row).map(campaignName).join(', ')
+                valueGetter: (_value, row)=>Aglyn.readContainerIds(row, 'campaign').map(campaignName).join(', ')
             },
             {
                 field: 'lastSeenAtMs',
@@ -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 : '',
@@ -842,6 +871,10 @@ CrmLeadsSection.displayName = 'CrmLeadsSection';
                     value: "new",
                     children: Aglyn.CRM_LEAD_STATUS_LABELS.new
                 }),
+                /*#__PURE__*/ _jsx(MenuItem, {
+                    value: "nurturing",
+                    children: Aglyn.CRM_LEAD_STATUS_LABELS.nurturing
+                }),
                 /*#__PURE__*/ _jsx(MenuItem, {
                     value: "working",
                     children: Aglyn.CRM_LEAD_STATUS_LABELS.working

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

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

@@ -1,12 +1,12 @@
 'use client';
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
-import { CRM_LEAD_STATUS_LABELS, CRM_LEAD_TEXT_MAX, campaignMembershipValue, crmPicklistDefaultLabel, normalizeCrmLeadTags, normalizeContactEmail, normalizeCrmLeadProfile } from "@aglyn/aglyn";
+import { CRM_LEAD_STATUS_LABELS, CRM_LEAD_TEXT_MAX, containerMembershipValue, crmPicklistDefaultLabel, normalizeCrmLeadTags, normalizeContactEmail, normalizeCrmLeadProfile } from "@aglyn/aglyn";
 import { ICON_VARIANT_CLOSE } from "@aglyn/shared-data-enums";
 import { Container, MdiIcon, SrOnly } from "@aglyn/shared-ui-jsx";
 import { NavigationDrawerComponent } from "@aglyn/shared-ui-jsx/components/navigation-drawer.component";
 import { Alert, Button, IconButton, MenuItem, Stack, TextField, Typography } from "@mui/material";
-import CampaignPicker from "@aglyn/shared-ui-email-campaigns/components/campaign-picker.component";
+import ContainerPicker from "@aglyn/tenant-feature-instance/components/container-picker";
 import { useEffect, useState } from "react";
 import { useContactFieldDefinitions } from "../hooks/use-contact-field-definitions.js";
 import { useCrmCampaigns } from "../hooks/use-crm-campaigns.js";
@@ -152,7 +152,7 @@ const NOTES_MAX = 4000;
             status,
             ownerUid,
             tags: (_patch_tags = patch.tags) != null ? _patch_tags : [],
-            campaignIds: campaignMembershipValue(campaignIds),
+            campaignIds: containerMembershipValue(campaignIds),
             address: (_patch_address = patch.address) != null ? _patch_address : null,
             notes: notes.trim().slice(0, NOTES_MAX),
             custom: crmCustomDraftDocument(custom)
@@ -337,7 +337,8 @@ const NOTES_MAX = 4000;
                         onChange: (event)=>setTags(event.target.value),
                         fullWidth: true
                     }),
-                    /*#__PURE__*/ _jsx(CampaignPicker, {
+                    /*#__PURE__*/ _jsx(ContainerPicker, {
+                        kind: "campaign",
                         options: campaigns.options,
                         value: campaignIds,
                         onChange: setCampaignIds,