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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deals-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 deals table, for whatever rows are ticked (AGL-2621).\n *\n * Move them to a stage, mark them lost, hand them to an owner, take them\n * into a spreadsheet, or delete them. The owner and the delete are\n * document writes and go through the shared runner in batches; the stage\n * and the loss go through `crm/deal-stage`, ONE REQUEST PER DEAL, because\n * a stage change is what an automation listens for and only the route\n * emits the event — a batch that wrote `stageId` would move forty deals\n * and tell no workflow. Each refusal carries the route's own sentence,\n * named by the deal.\n *\n * ## Set stage needs one pipeline\n *\n * A stage belongs to a pipeline, and a selection that spans two has no\n * one list of stages to offer. The dialog says so rather than offering the\n * first pipeline's stages to a deal in the second, which the route would\n * refuse one row at a time.\n */\n\nimport { CRM_COLLECTIONS, dealStageById, crmMemberPickerLabel } from '@aglyn/aglyn'\nimport { useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useFirestore, useHostActivityLogger } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField, Typography } from '@mui/material'\nimport { deleteField, doc } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport type { DealStageApi } from '../hooks/use-deal-stage-api'\nimport type { OrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport {\n  type CrmBulkPlan,\n  type CrmBulkWrite,\n  crmBulkWriters,\n  runCrmBulkCalls,\n  runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport {\n  type DealDoc,\n  type PipelineDoc,\n  closingStage,\n  openStages,\n} from '../model/deal-board-model'\nimport { type DealCsvOptions, dealsCsv } from '../model/deals-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 { LostReasonDialog } from './lost-reason-dialog'\n\nexport interface DealsBulkBarProps {\n  /**\n   * The site whose activity feed the bar's acts are logged in, or `null`\n   * at the organization level (AGL-2630), where the selection spans sites\n   * and the org's feed takes one line for the action instead (AGL-2634);\n   * a stage move runs as the org there and is logged per deal by the route.\n   */\n  hostId: string | null\n  /** `['orgs', orgId]`, or `null` while the org is unresolved. */\n  scope: readonly ['orgs', string] | null\n  rows: readonly DealDoc[]\n  selected: readonly string[]\n  onSelectedChange: (ids: string[]) => void\n  /** The pipeline a deal's `pipelineId` names, for the stage list. */\n  pipelineById: (id: string | undefined) => PipelineDoc | null\n  /** The section's roster — already read for the Owner column. */\n  roster: OrgMemberDirectory\n  /** The one door a stage change goes through. */\n  api: DealStageApi\n  /** How the export names the pipeline, the stage and the owner — the table's own. */\n  csv?: DealCsvOptions\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'deal', plural: 'deals' }\n\ntype PendingAction = 'stage' | 'owner'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n  stage: 'Set the stage',\n  owner: 'Set the owner',\n}\n\n/** The label a report lists a deal under. */\nconst labelOf = (deal: DealDoc): string => deal.title || 'Untitled deal'\n\nexport function DealsBulkBar(props: DealsBulkBarProps) {\n  if (!props.selected.length) return null\n  return <DealsBulkBarBody {...props} />\n}\nDealsBulkBar.displayName = 'DealsBulkBar'\n\nfunction DealsBulkBarBody(props: DealsBulkBarProps) {\n  const { hostId, scope, rows, selected, onSelectedChange, pipelineById, roster, api, csv } =\n    props\n  const firestore = useFirestore()\n  const { confirm } = useConfirmationContext()\n  const logActivity = useHostActivityLogger(hostId ?? undefined)\n  const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'deal' })\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  /*\n   * The one pipeline the selection is in, or `null` when it spans more\n   * than one — in which case Set stage has no list to offer.\n   */\n  const pipeline = useMemo(() => {\n    const ids = new Set(selectedRows.map((deal) => String(deal.pipelineId ?? '')))\n    return ids.size === 1 ? pipelineById([...ids][0]) : null\n  }, [selectedRows, pipelineById])\n  const stages = useMemo(() => {\n    if (!pipeline) return []\n    const won = closingStage(pipeline, 'won')\n    return [...openStages(pipeline), ...(won ? [won] : [])]\n  }, [pipeline])\n\n  const [pending, setPending] = useState<PendingAction | null>(null)\n  const [value, setValue] = useState('')\n  const [losing, setLosing] = useState(false)\n\n  const writers = useMemo(\n    () =>\n      crmBulkWriters(firestore, (id) =>\n        doc(firestore, scope?.[0] ?? 'orgs', scope?.[1] ?? '', CRM_COLLECTIONS.deals, id),\n      ),\n    [firestore, scope],\n  )\n\n  const openAction = (action: PendingAction) => {\n    setValue('')\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  /** One route request per deal, in order, named by title. */\n  const runCalls = useCallback(\n    (call: (deal: DealDoc) => Promise<unknown>, done: (count: number) => string) =>\n      apply({\n        attempted: selectedRows.length,\n        skipped: [],\n        job: () => runCrmBulkCalls(selectedRows, labelOf, call),\n        done,\n        // The stage route writes the org's line per deal (AGL-2634).\n        loggedByRoute: true,\n      }),\n    [apply, selectedRows],\n  )\n\n  const handleApply = useCallback(async () => {\n    if (!pending || !scope) return\n    const action = pending\n    setPending(null)\n    if (action === 'stage') {\n      const stage = dealStageById(pipeline, value)\n      if (!stage) return\n      await runCalls(\n        (deal) => api.moveToStage(deal, stage.id),\n        (count) => `Moved ${countNoun(count, NOUN)} to ${stage.name}`,\n      )\n      return\n    }\n    const nowMs = Date.now()\n    const writes: CrmBulkWrite[] = selectedRows.map((deal) => ({\n      id: deal.$id,\n      label: labelOf(deal),\n      kind: 'update',\n      data: {\n        ownerUid: value ? value : deleteField(),\n        updatedAt: new Date(nowMs),\n      },\n    }))\n    await runPlan({ writes, skipped: [] }, (count) => `Owner set on ${countNoun(count, NOUN)}`)\n  }, [pending, scope, value, pipeline, selectedRows, api, runCalls, runPlan])\n\n  const handleLost = useCallback(\n    async (reason: string) => {\n      setLosing(false)\n      await runCalls(\n        (deal) => api.markLost(deal, reason),\n        (count) => `Marked ${countNoun(count, NOUN)} lost`,\n      )\n    },\n    [api, runCalls],\n  )\n\n  const handleExport = useCallback(() => {\n    downloadTextFile('deals-selected.csv', 'text/csv', dealsCsv(selectedRows, csv))\n  }, [selectedRows, csv])\n\n  const handleDelete = useCallback(async () => {\n    if (!scope || !selectedRows.length) return\n    const count = selectedRows.length\n    const confirmed = await confirm({\n      title: count === 1 ? 'Delete this deal?' : `Delete ${count} deals?`,\n      description:\n        `${count === 1 ? 'It is' : 'They are'} removed from the pipeline along ` +\n        'with their notes. The contacts and the companies they name are not ' +\n        'touched.',\n      confirmationText: count === 1 ? 'Delete deal' : 'Delete deals',\n      confirmationButtonProps: { color: 'error' },\n    })\n      // `confirm` resolves with no value and REJECTS on cancel.\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    const writes: CrmBulkWrite[] = selectedRows.map((deal) => ({\n      id: deal.$id,\n      label: labelOf(deal),\n      kind: 'delete',\n    }))\n    const outcome = await runPlan(\n      { writes, skipped: [] },\n      (done) => `Deleted ${countNoun(done, NOUN)}`,\n    )\n    // One line per deal that went, as its own page would write.\n    const refused = new Set(outcome.refused.map((row) => row.label))\n    for (const deal of selectedRows) {\n      if (!refused.has(labelOf(deal))) {\n        logActivity('Deleted deal', { type: 'deal', id: deal.$id, name: deal.title })\n      }\n    }\n    onSelectedChange(\n      selectedRows.filter((deal) => refused.has(labelOf(deal))).map((deal) => deal.$id),\n    )\n  }, [scope, selectedRows, confirm, runPlan, logActivity, onSelectedChange])\n\n  return (\n    <CrmBulkBarFrame\n      count={selected.length}\n      noun={NOUN}\n      busy={busy}\n      onClear={() => onSelectedChange([])}\n      report={report}\n      onDismissReport={dismissReport}\n      extras={\n        <>\n          <CrmBulkValueDialog\n            open={pending !== null}\n            title={pending ? ACTION_TITLES[pending] : ''}\n            count={selected.length}\n            noun={NOUN}\n            busy={busy}\n            canApply={pending === 'owner' || Boolean(value)}\n            onClose={() => setPending(null)}\n            onApply={() => void handleApply()}\n          >\n            {pending === 'stage' ? (\n              pipeline ? (\n                <TextField\n                  select\n                  size=\"small\"\n                  label=\"Stage\"\n                  value={value}\n                  onChange={(event) => setValue(event.target.value)}\n                  helperText={`${pipeline.name} — each move fires its event, as a drag does`}\n                >\n                  {stages.map((stage) => (\n                    <MenuItem key={stage.id} value={stage.id}>\n                      {stage.name}\n                    </MenuItem>\n                  ))}\n                </TextField>\n              ) : (\n                <Typography variant=\"body2\" color=\"text.secondary\">\n                  {'The selected deals are in different pipelines, so there is ' +\n                    'no one list of stages to move them to. Select deals from ' +\n                    'one pipeline.'}\n                </Typography>\n              )\n            ) : pending === 'owner' ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Owner\"\n                value={value}\n                onChange={(event) => setValue(event.target.value)}\n                disabled={roster.loading}\n                error={Boolean(roster.error)}\n                helperText={roster.error ?? (roster.loading ? 'Loading the team…' : undefined)}\n              >\n                <MenuItem value=\"\">{'Nobody — clear the owner'}</MenuItem>\n                {roster.members.map((member) => (\n                  <MenuItem key={member.uid} value={member.uid}>\n                    {crmMemberPickerLabel(member)}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n          </CrmBulkValueDialog>\n          <LostReasonDialog\n            open={losing}\n            dealTitle={selectedRows[0]?.title ?? ''}\n            count={selectedRows.length}\n            busy={busy}\n            onClose={() => setLosing(false)}\n            onConfirm={(reason) => void handleLost(reason)}\n          />\n        </>\n      }\n    >\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => openAction('stage')}>\n        {'Set stage'}\n      </Button>\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => openAction('owner')}>\n        {'Set owner'}\n      </Button>\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => setLosing(true)}>\n        {'Mark lost'}\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=\"deals\"\n        orgId={scope?.[1] ?? null}\n        hostId={hostId}\n     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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deals-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 deals table, for whatever rows are ticked (AGL-2621).\n *\n * Move them to a stage, mark them lost, hand them to an owner, take them\n * into a spreadsheet, or delete them. The owner and the delete are\n * document writes and go through the shared runner in batches; the stage\n * and the loss go through `crm/deal-stage`, ONE REQUEST PER DEAL, because\n * a stage change is what an automation listens for and only the route\n * emits the event — a batch that wrote `stageId` would move forty deals\n * and tell no workflow. Each refusal carries the route's own sentence,\n * named by the deal.\n *\n * ## Set stage needs one pipeline\n *\n * A stage belongs to a pipeline, and a selection that spans two has no\n * one list of stages to offer. The dialog says so rather than offering the\n * first pipeline's stages to a deal in the second, which the route would\n * refuse one row at a time.\n */\n\nimport { CRM_COLLECTIONS, dealStageById, crmMemberPickerLabel } from '@aglyn/aglyn'\nimport { useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useFirestore, useHostActivityLogger } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField, Typography } from '@mui/material'\nimport { deleteField, doc } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport type { DealStageApi } from '../hooks/use-deal-stage-api'\nimport type { OrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport {\n  type CrmBulkPlan,\n  type CrmBulkWrite,\n  crmBulkWriters,\n  runCrmBulkCalls,\n  runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport {\n  type DealDoc,\n  type PipelineDoc,\n  closingStage,\n  openStages,\n} from '../model/deal-board-model'\nimport { type DealCsvOptions, dealsCsv } from '../model/deals-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 { LostReasonDialog } from './lost-reason-dialog'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\nexport interface DealsBulkBarProps {\n  /**\n   * The site whose activity feed the bar's acts are logged in, or `null`\n   * at the organization level (AGL-2630), where the selection spans sites\n   * and the org's feed takes one line for the action instead (AGL-2634);\n   * a stage move runs as the org there and is logged per deal by the route.\n   */\n  hostId: string | null\n  /** `['orgs', orgId]`, or `null` while the org is unresolved. */\n  scope: readonly ['orgs', string] | null\n  rows: readonly DealDoc[]\n  selected: readonly string[]\n  onSelectedChange: (ids: string[]) => void\n  /** The pipeline a deal's `pipelineId` names, for the stage list. */\n  pipelineById: (id: string | undefined) => PipelineDoc | null\n  /** The section's roster — already read for the Owner column. */\n  roster: OrgMemberDirectory\n  /** The one door a stage change goes through. */\n  api: DealStageApi\n  /** How the export names the pipeline, the stage and the owner — the table's own. */\n  csv?: DealCsvOptions\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'deal', plural: 'deals' }\n\ntype PendingAction = 'stage' | 'owner'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n  stage: 'Set the stage',\n  owner: 'Set the owner',\n}\n\n/** The label a report lists a deal under. */\nconst labelOf = (deal: DealDoc): string => deal.title || 'Untitled deal'\n\nexport function DealsBulkBar(props: DealsBulkBarProps) {\n  if (!props.selected.length) return null\n  return <DealsBulkBarBody {...props} />\n}\nDealsBulkBar.displayName = 'DealsBulkBar'\n\nfunction DealsBulkBarBody(props: DealsBulkBarProps) {\n  const { hostId, scope, rows, selected, onSelectedChange, pipelineById, roster, api, csv } =\n    props\n  const firestore = useFirestore()\n  const { confirm } = useConfirmationContext()\n  const followUpSharing = useCrmSharingFollowUp(hostId ?? null, scope?.[1] ?? null)\n  const logActivity = useHostActivityLogger(hostId ?? undefined)\n  const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'deal' })\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  /*\n   * The one pipeline the selection is in, or `null` when it spans more\n   * than one — in which case Set stage has no list to offer.\n   */\n  const pipeline = useMemo(() => {\n    const ids = new Set(selectedRows.map((deal) => String(deal.pipelineId ?? '')))\n    return ids.size === 1 ? pipelineById([...ids][0]) : null\n  }, [selectedRows, pipelineById])\n  const stages = useMemo(() => {\n    if (!pipeline) return []\n    const won = closingStage(pipeline, 'won')\n    return [...openStages(pipeline), ...(won ? [won] : [])]\n  }, [pipeline])\n\n  const [pending, setPending] = useState<PendingAction | null>(null)\n  const [value, setValue] = useState('')\n  const [losing, setLosing] = useState(false)\n\n  const writers = useMemo(\n    () =>\n      crmBulkWriters(firestore, (id) =>\n        doc(firestore, scope?.[0] ?? 'orgs', scope?.[1] ?? '', CRM_COLLECTIONS.deals, id),\n      ),\n    [firestore, scope],\n  )\n\n  const openAction = (action: PendingAction) => {\n    setValue('')\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            'deals',\n            plan.writes.filter((write) => write.kind === 'update').map((write) => write.id),\n          )\n          return outcome\n        },\n        done,\n      }),\n    [apply, writers, followUpSharing],\n  )\n\n  /** One route request per deal, in order, named by title. */\n  const runCalls = useCallback(\n    (call: (deal: DealDoc) => Promise<unknown>, done: (count: number) => string) =>\n      apply({\n        attempted: selectedRows.length,\n        skipped: [],\n        job: () => runCrmBulkCalls(selectedRows, labelOf, call),\n        done,\n        // The stage route writes the org's line per deal (AGL-2634).\n        loggedByRoute: true,\n      }),\n    [apply, selectedRows],\n  )\n\n  const handleApply = useCallback(async () => {\n    if (!pending || !scope) return\n    const action = pending\n    setPending(null)\n    if (action === 'stage') {\n      const stage = dealStageById(pipeline, value)\n      if (!stage) return\n      await runCalls(\n        (deal) => api.moveToStage(deal, stage.id),\n        (count) => `Moved ${countNoun(count, NOUN)} to ${stage.name}`,\n      )\n      return\n    }\n    const nowMs = Date.now()\n    const writes: CrmBulkWrite[] = selectedRows.map((deal) => ({\n      id: deal.$id,\n      label: labelOf(deal),\n      kind: 'update',\n      data: {\n        ownerUid: value ? value : deleteField(),\n        updatedAt: new Date(nowMs),\n      },\n    }))\n    await runPlan({ writes, skipped: [] }, (count) => `Owner set on ${countNoun(count, NOUN)}`)\n  }, [pending, scope, value, pipeline, selectedRows, api, runCalls, runPlan])\n\n  const handleLost = useCallback(\n    async (reason: string) => {\n      setLosing(false)\n      await runCalls(\n        (deal) => api.markLost(deal, reason),\n        (count) => `Marked ${countNoun(count, NOUN)} lost`,\n      )\n    },\n    [api, runCalls],\n  )\n\n  const handleExport = useCallback(() => {\n    downloadTextFile('deals-selected.csv', 'text/csv', dealsCsv(selectedRows, csv))\n  }, [selectedRows, csv])\n\n  const handleDelete = useCallback(async () => {\n    if (!scope || !selectedRows.length) return\n    const count = selectedRows.length\n    const confirmed = await confirm({\n      title: count === 1 ? 'Delete this deal?' : `Delete ${count} deals?`,\n      description:\n        `${count === 1 ? 'It is' : 'They are'} removed from the pipeline along ` +\n        'with their notes. The contacts and the companies they name are not ' +\n        'touched.',\n      confirmationText: count === 1 ? 'Delete deal' : 'Delete deals',\n      confirmationButtonProps: { color: 'error' },\n    })\n      // `confirm` resolves with no value and REJECTS on cancel.\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    const writes: CrmBulkWrite[] = selectedRows.map((deal) => ({\n      id: deal.$id,\n      label: labelOf(deal),\n      kind: 'delete',\n    }))\n    const outcome = await runPlan(\n      { writes, skipped: [] },\n      (done) => `Deleted ${countNoun(done, NOUN)}`,\n    )\n    // One line per deal that went, as its own page would write.\n    const refused = new Set(outcome.refused.map((row) => row.label))\n    for (const deal of selectedRows) {\n      if (!refused.has(labelOf(deal))) {\n        logActivity('Deleted deal', { type: 'deal', id: deal.$id, name: deal.title })\n      }\n    }\n    onSelectedChange(\n      selectedRows.filter((deal) => refused.has(labelOf(deal))).map((deal) => deal.$id),\n    )\n  }, [scope, selectedRows, confirm, runPlan, logActivity, onSelectedChange])\n\n  return (\n    <CrmBulkBarFrame\n      count={selected.length}\n      noun={NOUN}\n      busy={busy}\n      onClear={() => onSelectedChange([])}\n      report={report}\n      onDismissReport={dismissReport}\n      extras={\n        <>\n          <CrmBulkValueDialog\n            open={pending !== null}\n            title={pending ? ACTION_TITLES[pending] : ''}\n            count={selected.length}\n            noun={NOUN}\n            busy={busy}\n            canApply={pending === 'owner' || Boolean(value)}\n            onClose={() => setPending(null)}\n            onApply={() => void handleApply()}\n          >\n            {pending === 'stage' ? (\n              pipeline ? (\n                <TextField\n                  select\n                  size=\"small\"\n                  label=\"Stage\"\n                  value={value}\n                  onChange={(event) => setValue(event.target.value)}\n                  helperText={`${pipeline.name} — each move fires its event, as a drag does`}\n                >\n                  {stages.map((stage) => (\n                    <MenuItem key={stage.id} value={stage.id}>\n                      {stage.name}\n                    </MenuItem>\n                  ))}\n                </TextField>\n              ) : (\n                <Typography variant=\"body2\" color=\"text.secondary\">\n                  {'The selected deals are in different pipelines, so there is ' +\n                    'no one list of stages to move them to. Select deals from ' +\n                    'one pipeline.'}\n                </Typography>\n              )\n            ) : pending === 'owner' ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Owner\"\n                value={value}\n                onChange={(event) => setValue(event.target.value)}\n                disabled={roster.loading}\n                error={Boolean(roster.error)}\n                helperText={roster.error ?? (roster.loading ? 'Loading the team…' : undefined)}\n              >\n                <MenuItem value=\"\">{'Nobody — clear the owner'}</MenuItem>\n                {roster.members.map((member) => (\n                  <MenuItem key={member.uid} value={member.uid}>\n                    {crmMemberPickerLabel(member)}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n          </CrmBulkValueDialog>\n          <LostReasonDialog\n            open={losing}\n            dealTitle={selectedRows[0]?.title ?? ''}\n            count={selectedRows.length}\n            busy={busy}\n            onClose={() => setLosing(false)}\n            onConfirm={(reason) => void handleLost(reason)}\n          />\n        </>\n      }\n    >\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => openAction('stage')}>\n        {'Set stage'}\n      </Button>\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => openAction('owner')}>\n        {'Set owner'}\n      </Button>\n      <Button size=\"small\" disabled={busy || !scope} onClick={() => setLosing(true)}>\n        {'Mark lost'}\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=\"deals\"\n        orgId={scope?.[1] ?? null}\n        hostId={hostId}\n        disabled={busy}\n      />\n      <Button\n        size=\"small\"\n        color=\"error\"\n        disabled={busy || !scope}\n        onClick={() => void handleDelete()}\n      >\n        {'Delete'}\n      </Button>\n    </CrmBulkBarFrame>\n  )\n}\nDealsBulkBarBody.displayName = 'DealsBulkBarBody'\n\nexport default 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package/src/lib/components/lead-campaigns-card.d.ts

@@ -1,4 +1,4 @@
-import { type CampaignPickerOption } from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component';
+import { type ContainerPickerOption } from '@aglyn/tenant-feature-instance/components/container-picker';
 import { type FirestoreDocStatus } from '@aglyn/tenant-feature-instance';
 /** The helper line under the picker — the contact card's, word for word. */
 export declare const LEAD_CAMPAIGNS_HELPER_TEXT = "Your own filing. It never adds anyone to a send \u2014 a campaign mails its lists.";
@@ -11,7 +11,7 @@ export declare const LEAD_CAMPAIGNS_HELPER_TEXT = "Your own filing. It never add
  * looks like a fault. The picker below keeps such an id visible as itself,
  * so the filing is never silently lost; the header only ever names.
  */
-export declare function leadCampaignNames(lead: Record<string, unknown> | null | undefined, options: readonly CampaignPickerOption[]): string[];
+export declare function leadCampaignNames(lead: Record<string, unknown> | null | undefined, options: readonly ContainerPickerOption[]): string[];
 export interface LeadCampaignsCardProps {
     /**
      * The lead's own site, or `null` at the organization level for a lead no
@@ -26,7 +26,7 @@ export interface LeadCampaignsCardProps {
     /** The listener has not confirmed this document with the server yet. */
     fromCache: boolean;
     /** The site's campaigns, read once by the page for this card and the header. */
-    options: readonly CampaignPickerOption[];
+    options: readonly ContainerPickerOption[];
     /** The campaign read has answered — false while it settles. */
     optionsReady: boolean;
     /**
@@ -51,7 +51,7 @@ export interface LeadCampaignsCardProps {
  * is the lead's own client door — a one-field `update` on
  * `hosts/{hostId}/leads`, as the properties card writes status and notes —
  * guarded by the seed like every draft edited over a cached read, and
- * `campaignMembershipUnchanged` keeps Save quiet while the picker only
+ * `containerMembershipUnchanged` keeps Save quiet while the picker only
  * reorders what is stored. **Save filing** sits in the card header.
  *
  * It is FILING, not audience: the helper says so, in the sentence the

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

@@ -16,8 +16,8 @@
  */ 'use client';
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx } from "react/jsx-runtime";
-import { campaignMembershipUnchanged, campaignMembershipValue, pluginDocsHelp, readCampaignIds } from "@aglyn/aglyn";
-import CampaignPicker from "@aglyn/shared-ui-email-campaigns/components/campaign-picker.component";
+import { containerMembershipUnchanged, containerMembershipValue, pluginDocsHelp, readContainerIds } from "@aglyn/aglyn";
+import ContainerPicker from "@aglyn/tenant-feature-instance/components/container-picker";
 import { CardDisplay } from "@aglyn/shared-ui-jsx";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
@@ -26,6 +26,7 @@ import { doc, serverTimestamp, updateDoc } from "firebase/firestore";
 import { useEffect, useState } from "react";
 import { useCrmScope } from "../hooks/use-crm-scope.js";
 import { crmClientListFields } from "../model/crm-list-query.js";
+import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
 /** The list field a campaign filing moves (AGL-3321). */ const LEAD_CAMPAIGN_LIST_FIELDS = [
     'scopedCampaignIds'
 ];
@@ -43,7 +44,7 @@ import { crmClientListFields } from "../model/crm-list-query.js";
             option.value,
             option.label
         ]));
-    return readCampaignIds(lead).map((id)=>labels.get(id)).filter((name)=>Boolean(name));
+    return readContainerIds(lead, 'campaign').map((id)=>labels.get(id)).filter((name)=>Boolean(name));
 }
 /**
  * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).
@@ -57,7 +58,7 @@ import { crmClientListFields } from "../model/crm-list-query.js";
  * is the lead's own client door — a one-field `update` on
  * `hosts/{hostId}/leads`, as the properties card writes status and notes —
  * guarded by the seed like every draft edited over a cached read, and
- * `campaignMembershipUnchanged` keeps Save quiet while the picker only
+ * `containerMembershipUnchanged` keeps Save quiet while the picker only
  * reorders what is stored. **Save filing** sits in the card header.
  *
  * It is FILING, not audience: the helper says so, in the sentence the
@@ -70,9 +71,10 @@ import { crmClientListFields } from "../model/crm-list-query.js";
     const { orgId } = useCrmScope({
         hostId
     });
+    const followUpSharing = useCrmSharingFollowUp(hostId, orgId);
     const firestore = useFirestore();
     const { enqueueSnackbar } = useSnackbar();
-    const stored = readCampaignIds(lead);
+    const stored = readContainerIds(lead, 'campaign');
     const [selected, setSelected] = useState(stored);
     const [dirty, setDirty] = useState(false);
     const [saving, setSaving] = useState(false);
@@ -87,7 +89,7 @@ import { crmClientListFields } from "../model/crm-list-query.js";
         storedKey,
         dirty
     ]);
-    const unchanged = campaignMembershipUnchanged(stored, selected);
+    const unchanged = containerMembershipUnchanged(stored, selected);
     const empty = optionsReady && !options.length;
     const save = async ()=>{
         if (unchanged) return;
@@ -99,7 +101,7 @@ import { crmClientListFields } from "../model/crm-list-query.js";
             return;
         }
         setSaving(true);
-        const next = campaignMembershipValue(selected);
+        const next = containerMembershipValue(selected);
         const verdict = await writeGuardedBySeed({
             subject: 'lead',
             fromCache,
@@ -114,6 +116,10 @@ import { crmClientListFields } from "../model/crm-list-query.js";
             }));
         });
         setSaving(false);
+        // A rule may share by campaign (AGL-3336).
+        if (verdict.ok) followUpSharing('leads', [
+            leadId
+        ]);
         if (!verdict.ok) {
             var _verdict_message;
             enqueueSnackbar((_verdict_message = verdict.message) != null ? _verdict_message : 'The filing could not be saved.', {
@@ -156,7 +162,8 @@ import { crmClientListFields } from "../model/crm-list-query.js";
         },
         children: /*#__PURE__*/ _jsx(Stack, {
             spacing: 2,
-            children: /*#__PURE__*/ _jsx(CampaignPicker, {
+            children: /*#__PURE__*/ _jsx(ContainerPicker, {
+                kind: "campaign",
                 options: options,
                 value: selected,
                 onChange: (next)=>{

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-campaigns-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  campaignMembershipUnchanged,\n  campaignMembershipValue,\n  pluginDocsHelp,\n  readCampaignIds,\n} from '@aglyn/aglyn'\nimport CampaignPicker, {\n  type CampaignPickerOption,\n} from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack } from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmClientListFields } from '../model/crm-list-query'\n\n/** The list field a campaign filing moves (AGL-3321). */\nconst LEAD_CAMPAIGN_LIST_FIELDS = ['scopedCampaignIds'] as const\n\n/** The helper line under the picker — the contact card's, word for word. */\nexport const LEAD_CAMPAIGNS_HELPER_TEXT =\n  'Your own filing. It never adds anyone to a send — a campaign mails its lists.'\n\n/**\n * The campaigns a lead is filed under, as NAMES for the record header.\n *\n * Resolved from the site's containers; an id with no live container — a\n * campaign the console deleted, or one still loading — is left out rather\n * than shown, because a document id on a chip tells a reader nothing and\n * looks like a fault. The picker below keeps such an id visible as itself,\n * so the filing is never silently lost; the header only ever names.\n */\nexport function leadCampaignNames(\n  lead: Record<string, unknown> | null | undefined,\n  options: readonly CampaignPickerOption[],\n): string[] {\n  const labels = new Map(options.map((option) => [option.value, option.label]))\n  return readCampaignIds(lead)\n    .map((id) => labels.get(id))\n    .filter((name): name is string => Boolean(name))\n}\n\nexport interface LeadCampaignsCardProps {\n  /**\n   * The lead's own site, or `null` at the organization level for a lead no\n   * site captured (AGL-3278). Read for the org root alone — the containers\n   * themselves are handed down as `options` — so the card serves both\n   * levels; the org-level mount answers the same org without a site.\n   */\n  hostId: string | null\n  leadId: string\n  lead: Record<string, unknown>\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  /** The site's campaigns, read once by the page for this card and the header. */\n  options: readonly CampaignPickerOption[]\n  /** The campaign read has answered — false while it settles. */\n  optionsReady: boolean\n  /**\n   * What a saved filing changed, once it has landed: the ids added to and\n   * removed from the lead's membership. The page files the activity\n   * entries (AGL-3274); the card only knows the document.\n   */\n  onFiled?: (change: { added: string[]; removed: string[] }) => void\n}\n\n/**\n * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).\n *\n * The contact's Relationship card has carried this picker since AGL-2596;\n * the lead's page had none, so a lead filed under a campaign by the New\n * lead drawer, the bulk bar or a sequence's enroll showed nothing of it —\n * the one field on the record the reader had no way to see or change.\n *\n * The same control, the same value helper, the same helper line. The save\n * is the lead's own client door — a one-field `update` on\n * `hosts/{hostId}/leads`, as the properties card writes status and notes —\n * guarded by the seed like every draft edited over a cached read, and\n * `campaignMembershipUnchanged` keeps Save quiet while the picker only\n * reorders what is stored. **Save filing** sits in the card header.\n *\n * It is FILING, not audience: the helper says so, in the sentence the\n * contact card uses, because a reader who finds a campaign picker on a\n * person's page assumes the opposite.\n */\nexport function LeadCampaignsCard(props: LeadCampaignsCardProps) {\n  const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const stored = readCampaignIds(lead)\n  const [selected, setSelected] = useState<string[]>(stored)\n  const [dirty, setDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  // A newer membership from the server replaces an UNEDITED selection — a\n  // sequence's enroll or a bulk add lands while the page is open — and an\n  // edited one is the reader's, decided by the guard on save.\n  const storedKey = stored.join(',')\n  useEffect(() => {\n    if (!dirty) setSelected(stored)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [storedKey, dirty])\n\n  const unchanged = campaignMembershipUnchanged(stored, selected)\n  const empty = optionsReady && !options.length\n\n  const save = async () => {\n    if (unchanged) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setSaving(true)\n    const next = campaignMembershipValue(selected)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n          campaignIds: next,\n          // The Leads list's Campaign filter under a site reads these\n          // (AGL-3321), from the lead with its new campaigns.\n          ...crmClientListFields('leads', lead, { campaignIds: next }, LEAD_CAMPAIGN_LIST_FIELDS),\n          updatedAt: serverTimestamp(),\n        })\n      },\n    )\n    setSaving(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The filing could not be saved.', { variant: 'warning' })\n      return\n    }\n    setDirty(false)\n    enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    onFiled?.({\n      added: next.filter((id) => !stored.includes(id)),\n      removed: stored.filter((id) => !next.includes(id)),\n    })\n  }\n\n  return (\n    <CardDisplay\n      header={'Campaigns'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: empty ? null : (\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || unchanged}\n            onClick={() => void save().catch((error: unknown) => {\n              console.error(error)\n              enqueueSnackbar(\n                error instanceof Error && error.message ? error.message : 'An error has occurred',\n                { variant: 'error', allowDuplicate: true },\n              )\n              setSaving(false)\n            })}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <CampaignPicker\n          options={options}\n          value={selected}\n          onChange={(next) => {\n            setSelected(next)\n            setDirty(true)\n          }}\n          label=\"Filed under campaigns\"\n          helperText={LEAD_CAMPAIGNS_HELPER_TEXT}\n          disabled={saving}\n          empty={empty}\n          emptyText=\"There are no campaigns to file this lead under yet. Create one from Marketing.\"\n        />\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadCampaignsCard.displayName = 'LeadCampaignsCard'\n\nexport default LeadCampaignsCard\n"],"names":["campaignMembershipUnchanged","campaignMembershipValue","pluginDocsHelp","readCampaignIds","CampaignPicker","CardDisplay","useSnackbar","useFirestore","writeGuardedBySeed","Button","Stack","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","crmClientListFields","LEAD_CAMPAIGN_LIST_FIELDS","LEAD_CAMPAIGNS_HELPER_TEXT","leadCampaignNames","lead","options","labels","Map","map","option","value","label","id","get","filter","name","Boolean","LeadCampaignsCard","props","hostId","leadId","leadStatus","fromCache","optionsReady","onFiled","orgId","firestore","enqueueSnackbar","stored","selected","setSelected","dirty","setDirty","saving","setSaving","storedKey","join","unchanged","empty","length","save","variant","persist","next","verdict","subject","unreadable","campaignIds","updatedAt","ok","message","added","includes","removed","header","help","anchor","contentGutterX","contentGutterY","HeaderProps","action","size","disabled","onClick","catch","error","console","Error","allowDuplicate","spacing","onChange","helperText","emptyText","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,2BAA2B,EAC3BC,uBAAuB,EACvBC,cAAc,EACdC,eAAe,QACV,eAAc;AACrB,OAAOC,oBAEA,wEAAuE;AAC9E,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAEEC,YAAY,EACZC,kBAAkB,QACb,iCAAgC;AACvC,SAASC,MAAM,EAAEC,KAAK,QAAQ,gBAAe;AAC7C,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,mBAAmB,QAAQ,6BAAyB;AAE7D,uDAAuD,GACvD,MAAMC,4BAA4B;IAAC;CAAoB;AAEvD,0EAA0E,GAC1E,OAAO,MAAMC,6BACX,gFAA+E;AAEjF;;;;;;;;CAQC,GACD,OAAO,SAASC,kBACdC,IAAgD,EAChDC,OAAwC;IAExC,MAAMC,SAAS,IAAIC,IAAIF,QAAQG,GAAG,CAAC,CAACC,SAAW;YAACA,OAAOC,KAAK;YAAED,OAAOE,KAAK;SAAC;IAC3E,OAAOzB,gBAAgBkB,MACpBI,GAAG,CAAC,CAACI,KAAON,OAAOO,GAAG,CAACD,KACvBE,MAAM,CAAC,CAACC,OAAyBC,QAAQD;AAC9C;AA2BA;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASE,kBAAkBC,KAA6B;IAC7D,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAEhB,IAAI,EAAEiB,UAAU,EAAEC,SAAS,EAAEjB,OAAO,EAAEkB,YAAY,EAAEC,OAAO,EAAE,GAAGN;IACxF,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEO,KAAK,EAAE,GAAG1B,YAAY;QAAEoB;IAAO;IACvC,MAAMO,YAAYpC;IAClB,MAAM,EAAEqC,eAAe,EAAE,GAAGtC;IAC5B,MAAMuC,SAAS1C,gBAAgBkB;IAC/B,MAAM,CAACyB,UAAUC,YAAY,GAAGhC,SAAmB8B;IACnD,MAAM,CAACG,OAAOC,SAAS,GAAGlC,SAAS;IACnC,MAAM,CAACmC,QAAQC,UAAU,GAAGpC,SAAS;IACrC,wEAAwE;IACxE,wEAAwE;IACxE,4DAA4D;IAC5D,MAAMqC,YAAYP,OAAOQ,IAAI,CAAC;IAC9BvC,UAAU;QACR,IAAI,CAACkC,OAAOD,YAAYF;IACxB,uDAAuD;IACzD,GAAG;QAACO;QAAWJ;KAAM;IAErB,MAAMM,YAAYtD,4BAA4B6C,QAAQC;IACtD,MAAMS,QAAQf,gBAAgB,CAAClB,QAAQkC,MAAM;IAE7C,MAAMC,OAAO;QACX,IAAIH,WAAW;QACf,IAAI,CAACZ,OAAO;YACVE,gBAAgB,yDAAyD;gBACvEc,SAAS;gBACTC,SAAS;YACX;YACA;QACF;QACAR,UAAU;QACV,MAAMS,OAAO3D,wBAAwB6C;QACrC,MAAMe,UAAU,MAAMrD,mBACpB;YAAEsD,SAAS;YAAQvB;YAAWwB,YAAYzB,eAAe;QAAQ,GACjE;YACE,MAAMzB,UAAUF,IAAIgC,WAAW,QAAQD,OAAO,SAASL,SAAS;gBAC9D2B,aAAaJ;eAGV3C,oBAAoB,SAASI,MAAM;gBAAE2C,aAAaJ;YAAK,GAAG1C;gBAC7D+C,WAAWrD;;QAEf;QAEFuC,UAAU;QACV,IAAI,CAACU,QAAQK,EAAE,EAAE;gBACCL;YAAhBjB,iBAAgBiB,mBAAAA,QAAQM,OAAO,YAAfN,mBAAmB,kCAAkC;gBAAEH,SAAS;YAAU;YAC1F;QACF;QACAT,SAAS;QACTL,gBAAgB,gBAAgB;YAAEc,SAAS;YAAWC,SAAS;QAAM;QACrElB,2BAAAA,QAAU;YACR2B,OAAOR,KAAK7B,MAAM,CAAC,CAACF,KAAO,CAACgB,OAAOwB,QAAQ,CAACxC;YAC5CyC,SAASzB,OAAOd,MAAM,CAAC,CAACF,KAAO,CAAC+B,KAAKS,QAAQ,CAACxC;QAChD;IACF;IAEA,qBACE,KAACxB;QACCkE,QAAQ;QACRC,MAAMtE,eAAe,YAAY;YAAEuE,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,QAAQtB,QAAQ,qBACd,KAAC9C;gBACCqE,MAAK;gBACLpB,SAAQ;gBACRqB,UAAU7B,UAAUI;gBACpB0B,SAAS,IAAM,KAAKvB,OAAOwB,KAAK,CAAC,CAACC;wBAChCC,QAAQD,KAAK,CAACA;wBACdtC,gBACEsC,iBAAiBE,SAASF,MAAMf,OAAO,GAAGe,MAAMf,OAAO,GAAG,yBAC1D;4BAAET,SAAS;4BAAS2B,gBAAgB;wBAAK;wBAE3ClC,UAAU;oBACZ;0BAECD,SAAS,YAAY;;QAG5B;kBAEA,cAAA,KAACxC;YAAM4E,SAAS;sBACd,cAAA,KAAClF;gBACCkB,SAASA;gBACTK,OAAOmB;gBACPyC,UAAU,CAAC3B;oBACTb,YAAYa;oBACZX,SAAS;gBACX;gBACArB,OAAM;gBACN4D,YAAYrE;gBACZ4D,UAAU7B;gBACVK,OAAOA;gBACPkC,WAAU;;;;AAKpB;AACAvD,kBAAkBwD,WAAW,GAAG;AAEhC,eAAexD,kBAAiB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-campaigns-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  containerMembershipUnchanged,\n  containerMembershipValue,\n  pluginDocsHelp,\n  readContainerIds,\n} from '@aglyn/aglyn'\nimport ContainerPicker, {\n  type ContainerPickerOption,\n} from '@aglyn/tenant-feature-instance/components/container-picker'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack } from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmClientListFields } from '../model/crm-list-query'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/** The list field a campaign filing moves (AGL-3321). */\nconst LEAD_CAMPAIGN_LIST_FIELDS = ['scopedCampaignIds'] as const\n\n/** The helper line under the picker — the contact card's, word for word. */\nexport const LEAD_CAMPAIGNS_HELPER_TEXT =\n  'Your own filing. It never adds anyone to a send — a campaign mails its lists.'\n\n/**\n * The campaigns a lead is filed under, as NAMES for the record header.\n *\n * Resolved from the site's containers; an id with no live container — a\n * campaign the console deleted, or one still loading — is left out rather\n * than shown, because a document id on a chip tells a reader nothing and\n * looks like a fault. The picker below keeps such an id visible as itself,\n * so the filing is never silently lost; the header only ever names.\n */\nexport function leadCampaignNames(\n  lead: Record<string, unknown> | null | undefined,\n  options: readonly ContainerPickerOption[],\n): string[] {\n  const labels = new Map(options.map((option) => [option.value, option.label]))\n  return readContainerIds(lead, 'campaign')\n    .map((id) => labels.get(id))\n    .filter((name): name is string => Boolean(name))\n}\n\nexport interface LeadCampaignsCardProps {\n  /**\n   * The lead's own site, or `null` at the organization level for a lead no\n   * site captured (AGL-3278). Read for the org root alone — the containers\n   * themselves are handed down as `options` — so the card serves both\n   * levels; the org-level mount answers the same org without a site.\n   */\n  hostId: string | null\n  leadId: string\n  lead: Record<string, unknown>\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  /** The site's campaigns, read once by the page for this card and the header. */\n  options: readonly ContainerPickerOption[]\n  /** The campaign read has answered — false while it settles. */\n  optionsReady: boolean\n  /**\n   * What a saved filing changed, once it has landed: the ids added to and\n   * removed from the lead's membership. The page files the activity\n   * entries (AGL-3274); the card only knows the document.\n   */\n  onFiled?: (change: { added: string[]; removed: string[] }) => void\n}\n\n/**\n * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).\n *\n * The contact's Relationship card has carried this picker since AGL-2596;\n * the lead's page had none, so a lead filed under a campaign by the New\n * lead drawer, the bulk bar or a sequence's enroll showed nothing of it —\n * the one field on the record the reader had no way to see or change.\n *\n * The same control, the same value helper, the same helper line. The save\n * is the lead's own client door — a one-field `update` on\n * `hosts/{hostId}/leads`, as the properties card writes status and notes —\n * guarded by the seed like every draft edited over a cached read, and\n * `containerMembershipUnchanged` keeps Save quiet while the picker only\n * reorders what is stored. **Save filing** sits in the card header.\n *\n * It is FILING, not audience: the helper says so, in the sentence the\n * contact card uses, because a reader who finds a campaign picker on a\n * person's page assumes the opposite.\n */\nexport function LeadCampaignsCard(props: LeadCampaignsCardProps) {\n  const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const stored = readContainerIds(lead, 'campaign')\n  const [selected, setSelected] = useState<string[]>(stored)\n  const [dirty, setDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  // A newer membership from the server replaces an UNEDITED selection — a\n  // sequence's enroll or a bulk add lands while the page is open — and an\n  // edited one is the reader's, decided by the guard on save.\n  const storedKey = stored.join(',')\n  useEffect(() => {\n    if (!dirty) setSelected(stored)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [storedKey, dirty])\n\n  const unchanged = containerMembershipUnchanged(stored, selected)\n  const empty = optionsReady && !options.length\n\n  const save = async () => {\n    if (unchanged) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setSaving(true)\n    const next = containerMembershipValue(selected)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n          campaignIds: next,\n          // The Leads list's Campaign filter under a site reads these\n          // (AGL-3321), from the lead with its new campaigns.\n          ...crmClientListFields('leads', lead, { campaignIds: next }, LEAD_CAMPAIGN_LIST_FIELDS),\n          updatedAt: serverTimestamp(),\n        })\n      },\n    )\n    setSaving(false)\n    // A rule may share by campaign (AGL-3336).\n    if (verdict.ok) followUpSharing('leads', [leadId])\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The filing could not be saved.', { variant: 'warning' })\n      return\n    }\n    setDirty(false)\n    enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    onFiled?.({\n      added: next.filter((id) => !stored.includes(id)),\n      removed: stored.filter((id) => !next.includes(id)),\n    })\n  }\n\n  return (\n    <CardDisplay\n      header={'Campaigns'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: empty ? null : (\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || unchanged}\n            onClick={() => void save().catch((error: unknown) => {\n              console.error(error)\n              enqueueSnackbar(\n                error instanceof Error && error.message ? error.message : 'An error has occurred',\n                { variant: 'error', allowDuplicate: true },\n              )\n              setSaving(false)\n            })}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <ContainerPicker\n          kind=\"campaign\"\n          options={options}\n          value={selected}\n          onChange={(next) => {\n            setSelected(next)\n            setDirty(true)\n          }}\n          label=\"Filed under campaigns\"\n          helperText={LEAD_CAMPAIGNS_HELPER_TEXT}\n          disabled={saving}\n          empty={empty}\n          emptyText=\"There are no campaigns to file this lead under yet. Create one from Marketing.\"\n        />\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadCampaignsCard.displayName = 'LeadCampaignsCard'\n\nexport default LeadCampaignsCard\n"],"names":["containerMembershipUnchanged","containerMembershipValue","pluginDocsHelp","readContainerIds","ContainerPicker","CardDisplay","useSnackbar","useFirestore","writeGuardedBySeed","Button","Stack","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","crmClientListFields","useCrmSharingFollowUp","LEAD_CAMPAIGN_LIST_FIELDS","LEAD_CAMPAIGNS_HELPER_TEXT","leadCampaignNames","lead","options","labels","Map","map","option","value","label","id","get","filter","name","Boolean","LeadCampaignsCard","props","hostId","leadId","leadStatus","fromCache","optionsReady","onFiled","orgId","followUpSharing","firestore","enqueueSnackbar","stored","selected","setSelected","dirty","setDirty","saving","setSaving","storedKey","join","unchanged","empty","length","save","variant","persist","next","verdict","subject","unreadable","campaignIds","updatedAt","ok","message","added","includes","removed","header","help","anchor","contentGutterX","contentGutterY","HeaderProps","action","size","disabled","onClick","catch","error","console","Error","allowDuplicate","spacing","kind","onChange","helperText","emptyText","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,4BAA4B,EAC5BC,wBAAwB,EACxBC,cAAc,EACdC,gBAAgB,QACX,eAAc;AACrB,OAAOC,qBAEA,6DAA4D;AACnE,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAEEC,YAAY,EACZC,kBAAkB,QACb,iCAAgC;AACvC,SAASC,MAAM,EAAEC,KAAK,QAAQ,gBAAe;AAC7C,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,mBAAmB,QAAQ,6BAAyB;AAC7D,SAASC,qBAAqB,QAAQ,8BAA0B;AAEhE,uDAAuD,GACvD,MAAMC,4BAA4B;IAAC;CAAoB;AAEvD,0EAA0E,GAC1E,OAAO,MAAMC,6BACX,gFAA+E;AAEjF;;;;;;;;CAQC,GACD,OAAO,SAASC,kBACdC,IAAgD,EAChDC,OAAyC;IAEzC,MAAMC,SAAS,IAAIC,IAAIF,QAAQG,GAAG,CAAC,CAACC,SAAW;YAACA,OAAOC,KAAK;YAAED,OAAOE,KAAK;SAAC;IAC3E,OAAO1B,iBAAiBmB,MAAM,YAC3BI,GAAG,CAAC,CAACI,KAAON,OAAOO,GAAG,CAACD,KACvBE,MAAM,CAAC,CAACC,OAAyBC,QAAQD;AAC9C;AA2BA;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASE,kBAAkBC,KAA6B;IAC7D,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAEhB,IAAI,EAAEiB,UAAU,EAAEC,SAAS,EAAEjB,OAAO,EAAEkB,YAAY,EAAEC,OAAO,EAAE,GAAGN;IACxF,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEO,KAAK,EAAE,GAAG3B,YAAY;QAAEqB;IAAO;IACvC,MAAMO,kBAAkB1B,sBAAsBmB,QAAQM;IACtD,MAAME,YAAYtC;IAClB,MAAM,EAAEuC,eAAe,EAAE,GAAGxC;IAC5B,MAAMyC,SAAS5C,iBAAiBmB,MAAM;IACtC,MAAM,CAAC0B,UAAUC,YAAY,GAAGlC,SAAmBgC;IACnD,MAAM,CAACG,OAAOC,SAAS,GAAGpC,SAAS;IACnC,MAAM,CAACqC,QAAQC,UAAU,GAAGtC,SAAS;IACrC,wEAAwE;IACxE,wEAAwE;IACxE,4DAA4D;IAC5D,MAAMuC,YAAYP,OAAOQ,IAAI,CAAC;IAC9BzC,UAAU;QACR,IAAI,CAACoC,OAAOD,YAAYF;IACxB,uDAAuD;IACzD,GAAG;QAACO;QAAWJ;KAAM;IAErB,MAAMM,YAAYxD,6BAA6B+C,QAAQC;IACvD,MAAMS,QAAQhB,gBAAgB,CAAClB,QAAQmC,MAAM;IAE7C,MAAMC,OAAO;QACX,IAAIH,WAAW;QACf,IAAI,CAACb,OAAO;YACVG,gBAAgB,yDAAyD;gBACvEc,SAAS;gBACTC,SAAS;YACX;YACA;QACF;QACAR,UAAU;QACV,MAAMS,OAAO7D,yBAAyB+C;QACtC,MAAMe,UAAU,MAAMvD,mBACpB;YAAEwD,SAAS;YAAQxB;YAAWyB,YAAY1B,eAAe;QAAQ,GACjE;YACE,MAAM1B,UAAUF,IAAIkC,WAAW,QAAQF,OAAO,SAASL,SAAS;gBAC9D4B,aAAaJ;eAGV7C,oBAAoB,SAASK,MAAM;gBAAE4C,aAAaJ;YAAK,GAAG3C;gBAC7DgD,WAAWvD;;QAEf;QAEFyC,UAAU;QACV,2CAA2C;QAC3C,IAAIU,QAAQK,EAAE,EAAExB,gBAAgB,SAAS;YAACN;SAAO;QACjD,IAAI,CAACyB,QAAQK,EAAE,EAAE;gBACCL;YAAhBjB,iBAAgBiB,mBAAAA,QAAQM,OAAO,YAAfN,mBAAmB,kCAAkC;gBAAEH,SAAS;YAAU;YAC1F;QACF;QACAT,SAAS;QACTL,gBAAgB,gBAAgB;YAAEc,SAAS;YAAWC,SAAS;QAAM;QACrEnB,2BAAAA,QAAU;YACR4B,OAAOR,KAAK9B,MAAM,CAAC,CAACF,KAAO,CAACiB,OAAOwB,QAAQ,CAACzC;YAC5C0C,SAASzB,OAAOf,MAAM,CAAC,CAACF,KAAO,CAACgC,KAAKS,QAAQ,CAACzC;QAChD;IACF;IAEA,qBACE,KAACzB;QACCoE,QAAQ;QACRC,MAAMxE,eAAe,YAAY;YAAEyE,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,QAAQtB,QAAQ,qBACd,KAAChD;gBACCuE,MAAK;gBACLpB,SAAQ;gBACRqB,UAAU7B,UAAUI;gBACpB0B,SAAS,IAAM,KAAKvB,OAAOwB,KAAK,CAAC,CAACC;wBAChCC,QAAQD,KAAK,CAACA;wBACdtC,gBACEsC,iBAAiBE,SAASF,MAAMf,OAAO,GAAGe,MAAMf,OAAO,GAAG,yBAC1D;4BAAET,SAAS;4BAAS2B,gBAAgB;wBAAK;wBAE3ClC,UAAU;oBACZ;0BAECD,SAAS,YAAY;;QAG5B;kBAEA,cAAA,KAAC1C;YAAM8E,SAAS;sBACd,cAAA,KAACpF;gBACCqF,MAAK;gBACLlE,SAASA;gBACTK,OAAOoB;gBACP0C,UAAU,CAAC5B;oBACTb,YAAYa;oBACZX,SAAS;gBACX;gBACAtB,OAAM;gBACN8D,YAAYvE;gBACZ6D,UAAU7B;gBACVK,OAAOA;gBACPmC,WAAU;;;;AAKpB;AACAzD,kBAAkB0D,WAAW,GAAG;AAEhC,eAAe1D,kBAAiB"}

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

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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  pluginDocsHelp,\n  type CrmLeadFields,\n  leadPrimaryGroup,\n  normalizeContactEmail,\n  readErasureRequestedAtMs,\n} from '@aglyn/aglyn'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useMemo, useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { useErasePersonAction } from './erase-person-action'\nimport { LeadCampaignsCard, leadCampaignNames } from './lead-campaigns-card'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport { LeadHistoryCard } from './lead-history-card'\nimport { LeadPropertiesCard } from './lead-properties-card'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport { RecordActivityCard } from './record-activity-card'\n\ntype LeadDocument = Record<string, unknown> & CrmLeadFields\n\n/**\n * `/crm/leads/{leadId}` — one lead (AGL-2608).\n *\n * The record behind a row of the Leads section: what the person did on the\n * site, who is working them, and the conversion that turns them into a\n * contact, a company and a deal. One document listen and one roster request\n * for the owner picker; the convert dialog's reads open only when it does.\n *\n * ## The two levels, and the site a lead is acted on as (AGL-3278)\n *\n * The org root comes from `useCrmScope`, as it does on every other CRM\n * record page: under a site it is looked up from that site, and at the\n * organization level it is the mount's, known at once. It used to come\n * from `useOrgDataScope({ hostId })` — correct only under a site, because\n * an absent host settles at `orgId: null`, and a null org builds no\n * reference, opens no listener and leaves the page loading forever.\n *\n * Several surfaces still need ONE site: the feed an activity is filed in, the booking door, the consent basis, the\n * conversion. Under a site that is the mounted one. At the organization\n * level it is the lead's own first capturing site — `leadPrimaryGroup` —\n * the same answer `contactPrimaryGroup` gives the contact page, and the\n * same one the Leads list already converts a row as.\n */\nexport function LeadDetailPage(props: CrmDetailPageProps) {\n  const { id, hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const routes = crmRoutes(basePath)\n  /*\n   * Resolved BEFORE the read that needs it (AGL-3275). A lead is an org row\n   * now, so the org has to be known to address one — and `scope` is null\n   * while the host-index lookup settles. Handing that null to `doc()` is a\n   * thrown `TypeError`, which the page renders as a 500 rather than as a\n   * record still loading.\n   */\n  const { scope, orgId, ready, consentGroup: viewingGroup } = useCrmScope({\n    hostId,\n    org,\n  })\n  const {\n    data: lead,\n    status,\n    fromCache,\n  } = useFirestoreDoc<LeadDocument>(\n    () => (scope ? doc(firestore, scope[0], scope[1], 'leads', id) : null),\n    [firestore, scope, id],\n  )\n  /*\n   * The group this lead is READ through: the mounted site's under a site,\n   * and the lead's own first capturing site at the organization level\n   * (AGL-3278). The consent basis is read against it — a refusal recorded\n   * for any sibling in a declared group stands against every one of them,\n   * so a group of one would report a person as opted in who had\n   * unsubscribed from the brand beside this one.\n   */\n  const leadGroup = useMemo(\n    () => viewingGroup ?? leadPrimaryGroup(lead, org as Record<string, unknown>),\n    [viewingGroup, lead, org],\n  )\n  /** The one site this page acts as, or null for a lead no site captured. */\n  const siteHostId = hostId ?? (leadGroup.hostId || null)\n  const roster = useOrgMemberOptions(orgId)\n  /*\n   * The campaigns, read once for the page (AGL-3274): the header names the\n   * ones the lead is filed under and the Campaigns card offers them. One\n   * listener, not one per surface. Under a site, the campaigns placed on\n   * it; at the organization level the lead is the org's record and so is\n   * every campaign it may be filed under.\n   */\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n  // A saved filing is written on the lead's Activity too (AGL-3274), one\n  // entry per campaign added or removed, by the member who saved it.\n  const logFiling = useCampaignFilingLog({\n    orgId,\n    hostId: siteHostId,\n    org: org as Record<string, unknown> | undefined,\n  })\n  const [converting, setConverting] = useState(false)\n  const [unqualifying, setUnqualifying] = useState(false)\n  // The privacy erasure (AGL-2623), offered from the lead as from the\n  // contact: the same request, filed by the lead's address.\n  const leadEmail = lead ? normalizeContactEmail(lead['email']) : null\n  const erase = useErasePersonAction({\n    hostId: siteHostId,\n    orgId,\n    subject: lead && leadEmail ? { kind: 'lead', id, email: leadEmail } : null,\n    requestedAtMs: readErasureRequestedAtMs(lead),\n  })\n\n  const label = lead ? String(lead['name'] || lead['email'] || id) : undefined\n\n  /*\n   * A SETTLED lookup with no org is an answer, not a wait (AGL-3278). The\n   * spinner below is for a read in flight; standing on it once `ready` has\n   * said there is no org to read from is the endless \"Loading…\" this page\n   * shipped with.\n   */\n  const noOrg = ready && !scope\n  if (noOrg || status === 'error' || (status === 'success' && !lead)) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n      >\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {noOrg || status === 'error'\n            ? 'This lead could not be read.'\n            : 'This lead no longer exists — it may have been removed from the Inbox.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n  if (!lead) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        loading\n      />\n    )\n  }\n\n  return (\n    /* A task or an activity created from this page defaults to the lead's\n       own site, not to the site the reader last picked in a list's drawer\n       (AGL-2630) — as on every other record page. */\n    <CrmCreateSiteDefault hostId={siteHostId}>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the history card under it says what\n          it holds rather than repeating the name. */}\n      <Stack spacing={3}>\n        <LeadPropertiesCard\n          hostId={siteHostId}\n          consentGroup={leadGroup}\n          orgId={orgId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          basePath={basePath}\n          roster={roster}\n          onConvert={() => setConverting(true)}\n          onUnqualify={() => setUnqualifying(true)}\n          extraMenuItems={erase.menuItems}\n          banner={erase.banner}\n          erasurePending={erase.pendingSinceMs !== null}\n          org={org}\n          // The campaigns the lead is filed under (AGL-3274), by name\n          // beside the status. An id no container answers for draws no\n          // chip: the card below keeps it, the header only names.\n          extraChips={leadCampaignNames(lead, campaigns.options).map((name) => (\n            <CrmRecordChip key={name} label=\"Campaign\" value={name} />\n          ))}\n        />\n        {/* What an assistant says about where the lead stands (AGL-2917): read on its own site. */}\n        <CrmRecordInsightsZone\n          hostId={siteHostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"lead\"\n          recordId={id}\n          name={label ?? ''}\n        />\n        <LeadCampaignsCard\n          hostId={siteHostId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          options={campaigns.options}\n          optionsReady={campaigns.ready}\n          onFiled={({ added, removed }) => {\n            const named = (ids: string[]) =>\n              ids.map((campaignId) => ({\n                id: campaignId,\n                name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n              }))\n            void logFiling({ leadId: id }, { filed: named(added), removed: named(removed) })\n          }}\n        />\n        <LeadHistoryCard hostId={siteHostId} leadId={id} lead={lead} />\n        <RecordActivityCard hostId={siteHostId} org={org} leadId={id} />\n      </Stack>\n      <LeadConvertDialog\n        open={converting}\n        onClose={() => setConverting(false)}\n        hostId={siteHostId}\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={id}\n        lead={lead}\n        basePath={basePath}\n        roster={roster}\n      />\n      <LeadUnqualifyDialog\n        open={unqualifying}\n        onClose={() => setUnqualifying(false)}\n        hostId={siteHostId}\n        leadId={id}\n        leadLabel={label ?? id}\n      />\n      {erase.dialog}\n    </CrmCreateSiteDefault>\n  )\n}\nLeadDetailPage.displayName = 'LeadDetailPage'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  pluginDocsHelp,\n  type CrmLeadFields,\n  normalizeContactEmail,\n  readErasureRequestedAtMs,\n} from '@aglyn/aglyn'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useMemo, useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { useErasePersonAction } from './erase-person-action'\nimport { LeadCampaignsCard, leadCampaignNames } from './lead-campaigns-card'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport { LeadHistoryCard } from './lead-history-card'\nimport { LeadPropertiesCard } from './lead-properties-card'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport { RecordActivityCard } from './record-activity-card'\nimport { CrmShareChipView, RecordSharingCard } from './record-sharing-card'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { leadPrimaryGroup } from '../model/contact-holder'\n\ntype LeadDocument = Record<string, unknown> & CrmLeadFields\n\n/**\n * `/crm/leads/{leadId}` — one lead (AGL-2608).\n *\n * The record behind a row of the Leads section: what the person did on the\n * site, who is working them, and the conversion that turns them into a\n * contact, a company and a deal. One document listen and one roster request\n * for the owner picker; the convert dialog's reads open only when it does.\n *\n * ## The two levels, and the site a lead is acted on as (AGL-3278)\n *\n * The org root comes from `useCrmScope`, as it does on every other CRM\n * record page: under a site it is looked up from that site, and at the\n * organization level it is the mount's, known at once. It used to come\n * from `useOrgDataScope({ hostId })` — correct only under a site, because\n * an absent host settles at `orgId: null`, and a null org builds no\n * reference, opens no listener and leaves the page loading forever.\n *\n * Several surfaces still need ONE site: the feed an activity is filed in, the booking door, the consent basis, the\n * conversion. Under a site that is the mounted one. At the organization\n * level it is the lead's own first capturing site — `leadPrimaryGroup` —\n * the same answer `contactPrimaryGroup` gives the contact page, and the\n * same one the Leads list already converts a row as.\n */\nexport function LeadDetailPage(props: CrmDetailPageProps) {\n  const { id, hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const routes = crmRoutes(basePath)\n  /*\n   * Resolved BEFORE the read that needs it (AGL-3275). A lead is an org row\n   * now, so the org has to be known to address one — and `scope` is null\n   * while the host-index lookup settles. Handing that null to `doc()` is a\n   * thrown `TypeError`, which the page renders as a 500 rather than as a\n   * record still loading.\n   */\n  const { scope, orgId, ready, consentGroup: viewingGroup } = useCrmScope({\n    hostId,\n    org,\n  })\n  const {\n    data: lead,\n    status,\n    fromCache,\n  } = useFirestoreDoc<LeadDocument>(\n    () => (scope ? doc(firestore, scope[0], scope[1], 'leads', id) : null),\n    [firestore, scope, id],\n  )\n  /*\n   * The group this lead is READ through: the mounted site's under a site,\n   * and the lead's own first capturing site at the organization level\n   * (AGL-3278). The consent basis is read against it — a refusal recorded\n   * for any sibling in a declared group stands against every one of them,\n   * so a group of one would report a person as opted in who had\n   * unsubscribed from the brand beside this one.\n   */\n  const leadGroup = useMemo(\n    () => viewingGroup ?? leadPrimaryGroup(lead, org as Record<string, unknown>),\n    [viewingGroup, lead, org],\n  )\n  /** The one site this page acts as, or null for a lead no site captured. */\n  const siteHostId = hostId ?? (leadGroup.hostId || null)\n  const roster = useOrgMemberOptions(orgId)\n  /*\n   * The campaigns, read once for the page (AGL-3274): the header names the\n   * ones the lead is filed under and the Campaigns card offers them. One\n   * listener, not one per surface. Under a site, the campaigns placed on\n   * it; at the organization level the lead is the org's record and so is\n   * every campaign it may be filed under.\n   */\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n  // A saved filing is written on the lead's Activity too (AGL-3274), one\n  // entry per campaign added or removed, by the member who saved it.\n  const logFiling = useCampaignFilingLog({\n    orgId,\n    hostId: siteHostId,\n    org: org as Record<string, unknown> | undefined,\n  })\n  const [converting, setConverting] = useState(false)\n  const [unqualifying, setUnqualifying] = useState(false)\n  // The privacy erasure (AGL-2623), offered from the lead as from the\n  // contact: the same request, filed by the lead's address.\n  const leadEmail = lead ? normalizeContactEmail(lead['email']) : null\n  const erase = useErasePersonAction({\n    hostId: siteHostId,\n    orgId,\n    subject: lead && leadEmail ? { kind: 'lead', id, email: leadEmail } : null,\n    requestedAtMs: readErasureRequestedAtMs(lead),\n  })\n\n  const label = lead ? String(lead['name'] || lead['email'] || id) : undefined\n\n  /*\n   * A SETTLED lookup with no org is an answer, not a wait (AGL-3278). The\n   * spinner below is for a read in flight; standing on it once `ready` has\n   * said there is no org to read from is the endless \"Loading…\" this page\n   * shipped with.\n   */\n  const noOrg = ready && !scope\n  if (noOrg || status === 'error' || (status === 'success' && !lead)) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n      >\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {noOrg || status === 'error'\n            ? 'This lead could not be read.'\n            : 'This lead no longer exists — it may have been removed from the Inbox.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n  if (!lead) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        loading\n      />\n    )\n  }\n\n  return (\n    /* A task or an activity created from this page defaults to the lead's\n       own site, not to the site the reader last picked in a list's drawer\n       (AGL-2630) — as on every other record page. */\n    <CrmCreateSiteDefault hostId={siteHostId}>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the history card under it says what\n          it holds rather than repeating the name. */}\n      <Stack spacing={3}>\n        <LeadPropertiesCard\n          hostId={siteHostId}\n          consentGroup={leadGroup}\n          orgId={orgId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          basePath={basePath}\n          roster={roster}\n          onConvert={() => setConverting(true)}\n          onUnqualify={() => setUnqualifying(true)}\n          extraMenuItems={erase.menuItems}\n          banner={erase.banner}\n          erasurePending={erase.pendingSinceMs !== null}\n          org={org}\n          // The campaigns the lead is filed under (AGL-3274), by name\n          // beside the status. An id no container answers for draws no\n          // chip: the card below keeps it, the header only names.\n          extraChips={[\n            // Seen here only through a share (AGL-3336): who shared it.\n            <CrmShareChipView\n              key=\"shared\"\n              chip={crmShareChipFor(lead, viewingGroup?.hostIds ?? [])}\n              org={org}\n            />,\n            ...leadCampaignNames(lead, campaigns.options).map((name) => (\n              <CrmRecordChip key={name} label=\"Campaign\" value={name} />\n            )),\n          ]}\n        />\n        {/* What an assistant says about where the lead stands (AGL-2917): read on its own site. */}\n        <CrmRecordInsightsZone\n          hostId={siteHostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"lead\"\n          recordId={id}\n          name={label ?? ''}\n        />\n        <LeadCampaignsCard\n          hostId={siteHostId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          options={campaigns.options}\n          optionsReady={campaigns.ready}\n          onFiled={({ added, removed }) => {\n            const named = (ids: string[]) =>\n              ids.map((campaignId) => ({\n                id: campaignId,\n                name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n              }))\n            void logFiling({ leadId: id }, { filed: named(added), removed: named(removed) })\n          }}\n        />\n        <LeadHistoryCard hostId={siteHostId} leadId={id} lead={lead} />\n        {/* Where the lead is visible and why, and a manager's share (AGL-3336). */}\n        <RecordSharingCard\n          object=\"leads\"\n          id={id}\n          record={lead}\n          hostId={hostId ?? null}\n          orgId={orgId}\n          org={org}\n          viewingHostIds={viewingGroup?.hostIds}\n        />\n        <RecordActivityCard hostId={siteHostId} org={org} leadId={id} />\n      </Stack>\n      <LeadConvertDialog\n        open={converting}\n        onClose={() => setConverting(false)}\n        hostId={siteHostId}\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={id}\n        lead={lead}\n        basePath={basePath}\n        roster={roster}\n      />\n      <LeadUnqualifyDialog\n        open={unqualifying}\n        onClose={() => setUnqualifying(false)}\n        hostId={siteHostId}\n        leadId={id}\n        leadLabel={label ?? id}\n      />\n      {erase.dialog}\n    </CrmCreateSiteDefault>\n  )\n}\nLeadDetailPage.displayName = 'LeadDetailPage'\n\nexport default LeadDetailPage\n"],"names":["pluginDocsHelp","normalizeContactEmail","readErasureRequestedAtMs","useFirestore","useFirestoreDoc","Stack","Typography","doc","useMemo","useState","useCampaignFilingLog","useCrmCampaigns","CrmCreateSiteDefault","useCrmScope","useOrgMemberOptions","crmRoutes","CrmRecordChip","CrmRecordHeader","CrmRecordInsightsZone","useErasePersonAction","LeadCampaignsCard","leadCampaignNames","LeadConvertDialog","LeadHistoryCard","LeadPropertiesCard","LeadUnqualifyDialog","RecordActivityCard","CrmShareChipView","RecordSharingCard","crmShareChipFor","leadPrimaryGroup","LeadDetailPage","props","id","hostId","org","basePath","firestore","routes","scope","orgId","ready","consentGroup","viewingGroup","data","lead","status","fromCache","leadGroup","siteHostId","roster","campaigns","enabled","logFiling","converting","setConverting","unqualifying","setUnqualifying","leadEmail","erase","subject","kind","email","requestedAtMs","label","String","undefined","noOrg","title","help","anchor","backHref","section","backLabel","variant","color","loading","spacing","leadId","leadStatus","onConvert","onUnqualify","extraMenuItems","menuItems","banner","erasurePending","pendingSinceMs","extraChips","chip","hostIds","options","map","name","value","recordId","optionsReady","onFiled","added","removed","named","ids","campaignId","find","option","filed","object","record","viewingHostIds","open","onClose","leadLabel","dialog","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,cAAc,EAEdC,qBAAqB,EACrBC,wBAAwB,QACnB,eAAc;AACrB,SAASC,YAAY,EAAEC,eAAe,QAAQ,iCAAgC;AAC9E,SAASC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACjD,SAASC,GAAG,QAAQ,qBAAoB;AACxC,SAASC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACzC,SAASC,oBAAoB,QAAQ,sCAAkC;AACvE,SAASC,eAAe,QAAQ,gCAA4B;AAC5D,SAASC,oBAAoB,QAAQ,gCAA4B;AACjE,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,mBAAmB,QAAQ,qCAAiC;AACrE,SAAkCC,SAAS,QAAQ,yBAAqB;AACxE,SAASC,aAAa,EAAEC,eAAe,QAAQ,yBAAqB;AACpE,SAASC,qBAAqB,QAAQ,gCAA4B;AAClE,SAASC,oBAAoB,QAAQ,2BAAuB;AAC5D,SAASC,iBAAiB,EAAEC,iBAAiB,QAAQ,2BAAuB;AAC5E,SAASC,iBAAiB,QAAQ,2BAAuB;AACzD,SAASC,eAAe,QAAQ,yBAAqB;AACrD,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,SAASC,mBAAmB,QAAQ,6BAAyB;AAC7D,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,SAASC,gBAAgB,EAAEC,iBAAiB,QAAQ,2BAAuB;AAC3E,SAASC,eAAe,QAAQ,0BAAsB;AACtD,SAASC,gBAAgB,QAAQ,6BAAyB;AAI1D;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,SAASC,eAAeC,KAAyB;;IACtD,MAAM,EAAEC,EAAE,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQ,EAAE,GAAGJ;IACtC,MAAMK,YAAYlC;IAClB,MAAMmC,SAASvB,UAAUqB;IACzB;;;;;;GAMC,GACD,MAAM,EAAEG,KAAK,EAAEC,KAAK,EAAEC,KAAK,EAAEC,cAAcC,YAAY,EAAE,GAAG9B,YAAY;QACtEqB;QACAC;IACF;IACA,MAAM,EACJS,MAAMC,IAAI,EACVC,MAAM,EACNC,SAAS,EACV,GAAG3C,gBACF,IAAOmC,QAAQhC,IAAI8B,WAAWE,KAAK,CAAC,EAAE,EAAEA,KAAK,CAAC,EAAE,EAAE,SAASN,MAAM,MACjE;QAACI;QAAWE;QAAON;KAAG;IAExB;;;;;;;GAOC,GACD,MAAMe,YAAYxC,QAChB,IAAMmC,uBAAAA,eAAgBb,iBAAiBe,MAAMV,MAC7C;QAACQ;QAAcE;QAAMV;KAAI;IAE3B,yEAAyE,GACzE,MAAMc,aAAaf,iBAAAA,SAAWc,UAAUd,MAAM,IAAI;IAClD,MAAMgB,SAASpC,oBAAoB0B;IACnC;;;;;;GAMC,GACD,MAAMW,YAAYxC,gBAAgB;QAAEuB;QAAQM;IAAM,GAAG;QAAEY,SAAS;IAAK;IACrE,uEAAuE;IACvE,mEAAmE;IACnE,MAAMC,YAAY3C,qBAAqB;QACrC8B;QACAN,QAAQe;QACRd,KAAKA;IACP;IACA,MAAM,CAACmB,YAAYC,cAAc,GAAG9C,SAAS;IAC7C,MAAM,CAAC+C,cAAcC,gBAAgB,GAAGhD,SAAS;IACjD,oEAAoE;IACpE,0DAA0D;IAC1D,MAAMiD,YAAYb,OAAO5C,sBAAsB4C,IAAI,CAAC,QAAQ,IAAI;IAChE,MAAMc,QAAQxC,qBAAqB;QACjCe,QAAQe;QACRT;QACAoB,SAASf,QAAQa,YAAY;YAAEG,MAAM;YAAQ5B;YAAI6B,OAAOJ;QAAU,IAAI;QACtEK,eAAe7D,yBAAyB2C;IAC1C;IAEA,MAAMmB,QAAQnB,OAAOoB,OAAOpB,IAAI,CAAC,OAAO,IAAIA,IAAI,CAAC,QAAQ,IAAIZ,MAAMiC;IAEnE;;;;;GAKC,GACD,MAAMC,QAAQ1B,SAAS,CAACF;IACxB,IAAI4B,SAASrB,WAAW,WAAYA,WAAW,aAAa,CAACD,MAAO;QAClE,qBACE,KAAC5B;YACC4C,MAAK;YACLO,OAAOF;YACPG,MAAMrE,eAAe,YAAY;gBAAEsE,QAAQ;YAAgB;YAC3DC,UAAUjC,OAAOkC,OAAO,CAAC;YACzBC,WAAU;sBAEV,cAAA,KAACnE;gBAAWoE,SAAQ;gBAAQC,OAAM;0BAC/BR,SAASrB,WAAW,UACjB,iCACA;;;IAIZ;IACA,IAAI,CAACD,MAAM;QACT,qBACE,KAAC5B;YACC4C,MAAK;YACLO,OAAOF;YACPG,MAAMrE,eAAe,YAAY;gBAAEsE,QAAQ;YAAgB;YAC3DC,UAAUjC,OAAOkC,OAAO,CAAC;YACzBC,WAAU;YACVG,OAAO;;IAGb;IAEA,OACE;;mDAE+C,iBAC/C,MAAChE;QAAqBsB,QAAQe;;0BAI5B,MAAC5C;gBAAMwE,SAAS;;kCACd,KAACrD;wBACCU,QAAQe;wBACRP,cAAcM;wBACdR,OAAOA;wBACPsC,QAAQ7C;wBACRY,MAAMA;wBACNkC,YAAYjC;wBACZC,WAAWA;wBACXX,UAAUA;wBACVc,QAAQA;wBACR8B,WAAW,IAAMzB,cAAc;wBAC/B0B,aAAa,IAAMxB,gBAAgB;wBACnCyB,gBAAgBvB,MAAMwB,SAAS;wBAC/BC,QAAQzB,MAAMyB,MAAM;wBACpBC,gBAAgB1B,MAAM2B,cAAc,KAAK;wBACzCnD,KAAKA;wBACL,4DAA4D;wBAC5D,6DAA6D;wBAC7D,wDAAwD;wBACxDoD,YAAY;4BACV,4DAA4D;0CAC5D,KAAC5D;gCAEC6D,MAAM3D,gBAAgBgB,cAAMF,gCAAAA,aAAc8C,OAAO,mBAAI,EAAE;gCACvDtD,KAAKA;+BAFD;+BAIHd,kBAAkBwB,MAAMM,UAAUuC,OAAO,EAAEC,GAAG,CAAC,CAACC,qBACjD,KAAC5E;oCAAyBgD,OAAM;oCAAW6B,OAAOD;mCAA9BA;yBAEvB;;kCAGH,KAAC1E;wBACCgB,QAAQe;wBACRd,KAAKA;wBACL0B,MAAK;wBACLiC,UAAU7D;wBACV2D,IAAI,EAAE5B,gBAAAA,QAAS;;kCAEjB,KAAC5C;wBACCc,QAAQe;wBACR6B,QAAQ7C;wBACRY,MAAMA;wBACNkC,YAAYjC;wBACZC,WAAWA;wBACX2C,SAASvC,UAAUuC,OAAO;wBAC1BK,cAAc5C,UAAUV,KAAK;wBAC7BuD,SAAS,CAAC,EAAEC,KAAK,EAAEC,OAAO,EAAE;4BAC1B,MAAMC,QAAQ,CAACC,MACbA,IAAIT,GAAG,CAAC,CAACU;;wCAEDlD;2CAFiB;wCACvBlB,IAAIoE;wCACJT,IAAI,WAAEzC,0BAAAA,UAAUu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package/src/lib/components/lead-properties-card.js

@@ -39,6 +39,7 @@ import { LeadOwnerSelect } from "./lead-owner-select.js";
 import { LeadSourceSelect } from "./lead-source-select.js";
 import { LeadStatusChip } from "./lead-status-chip.js";
 import { crmClientListFields, CRM_CLIENT_SEARCH_FIELDS } from "../model/crm-list-query.js";
+import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
 /** The Leads list's fields a profile save rewrites; the verdict key is the server's. */ const LEAD_CLIENT_LIST_FIELDS = [
     ...CRM_CLIENT_SEARCH_FIELDS,
     'leadSourceKey'
@@ -113,6 +114,8 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
     const firestore = useFirestore();
     const { enqueueSnackbar } = useSnackbar();
     const routes = crmRoutes(basePath);
+    // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).
+    const followUpSharing = useCrmSharingFollowUp(hostId, orgId);
     /*
    * Built at USE, not at render (AGL-3275). A lead is an org row, so the org
    * has to be known to address one — and `orgId` is null while the lookup
@@ -202,6 +205,9 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
             await updateDoc(ref, _extends({}, fields, {
                 updatedAt: serverTimestamp()
             }));
+            followUpSharing('leads', [
+                leadId
+            ]);
             enqueueSnackbar(done, {
                 variant: 'success',
                 persist: false
@@ -493,6 +499,10 @@ const TEXT_MAX = Aglyn.CRM_LEAD_TEXT_MAX;
                                                     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