@aglyn/plugins-crm 1.0.0-beta.219 → 1.0.0-beta.220

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

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

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

package/src/lib/components/new-lead-drawer.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/new-lead-drawer.tsx"],"sourcesContent":["'use client'\n\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_TEXT_MAX,\n  type CrmCustomValue,\n  type CrmLeadStatus,\n  campaignMembershipValue,\n  crmPicklistDefaultLabel,\n  normalizeCrmLeadTags,\n  normalizeContactEmail,\n  normalizeCrmLeadProfile,\n  type AglynPostalAddress,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport {\n  Alert,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { useEffect, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport {\n  ContactAddressFields,\n  EMPTY_ADDRESS,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n} from '../model/crm-custom-draft'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadSourceSelect } from './lead-source-select'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\n\n/** What the drawer hands back — already normalized where the route would. */\nexport interface NewLeadValues {\n  email: string\n  name: string\n  company: string\n  jobTitle: string\n  phone: string\n  website: string\n  leadSource: string\n  status: Extract<CrmLeadStatus, 'new' | 'working'>\n  ownerUid: string\n  tags: string[]\n  /** The site's campaigns to file the lead under (AGL-3254), by id. */\n  campaignIds: string[]\n  address: AglynPostalAddress | null\n  notes: string\n  /**\n   * The org's custom lead fields (AGL-3272), keyed by each definition's\n   * `key`. Absent when the org has defined none, or none was filled — the\n   * route stores a `custom` map only when there is one.\n   */\n  custom?: Record<string, CrmCustomValue>\n}\n\nexport interface NewLeadDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the lead is filed under — a lead is private to one site by\n   * path. `null` at the organization level, where the drawer asks which\n   * site with a picker and holds its submit until one is named.\n   */\n  hostId: string | null\n  org?: Record<string, unknown> | null\n  /** The request is in flight — the form holds still and the button says so. */\n  busy?: boolean\n  /** What the route answered when it refused, shown above the form. */\n  error?: string | null\n  /** The team, for the owner picker. */\n  roster: OrgMemberOptions\n  /**\n   * The org the custom lead fields belong to (AGL-3272), as the list\n   * already resolved it. `null` while it is in flight — the drawer then\n   * shows the standard fields and no custom ones, which is what an org\n   * with none defined shows anyway.\n   */\n  orgId?: string | null\n  onSubmit: (values: NewLeadValues) => void\n}\n\nconst NOTES_MAX = 4000\n\n/**\n * ADDING ONE LEAD BY HAND, IN A DRAWER (AGL-3231).\n *\n * Salesforce's New Lead, on the Leads list: a person the team has heard of\n * and not yet qualified, entered with what is known — the address, the\n * name, the company as text, a title, a phone, a website, an address, tags\n * and where they came from. It makes a lead and nothing else: no contact,\n * no company record. Those are the conversion's to create once the lead is\n * real, which is what keeps one person from sitting in two lists.\n *\n * A drawer and not a form above the list, for the reason every list in this\n * console gives. The two fields a person can mistype in a way the record\n * cannot hold — the email and the phone, and the website beside them — are\n * checked before the request leaves, with the same normalizer the route\n * runs, so the refusal lands under the field. Everything else is the\n * route's to decide: whether the site already holds the address (it\n * updates that lead), whether the plan carries the suite, whether the site\n * is at the platform ceiling.\n */\nexport function NewLeadDrawer(props: NewLeadDrawerProps) {\n  const { open, onClose, hostId, org, busy, error, roster, orgId, onSubmit } = props\n  // The site the route files the lead under: the mounted site, or at the\n  // organization level the picked one. `null` until it is known.\n  const { createHostId } = useCrmScope({ hostId, org: org as never })\n\n  const [email, setEmail] = useState('')\n  const [name, setName] = useState('')\n  const [company, setCompany] = useState('')\n  const [jobTitle, setJobTitle] = useState('')\n  const [phone, setPhone] = useState('')\n  const [website, setWebsite] = useState('')\n  const [leadSource, setLeadSource] = useState('')\n  /*\n   * THE ORG'S LEAD SOURCES (AGL-3298), and its default for a new record.\n   * The default is filled in once the list has answered and only until the\n   * person picks something themselves — \"None\" included — so a list that\n   * arrives after the drawer opened does not overwrite a choice.\n   */\n  const leadSources = useLeadSourcePicklist(orgId ?? null)\n  const [leadSourceTouched, setLeadSourceTouched] = useState(false)\n  const defaultLeadSource = crmPicklistDefaultLabel(leadSources.picklist) ?? ''\n  useEffect(() => {\n    if (open && !leadSourceTouched) setLeadSource(defaultLeadSource)\n  }, [open, leadSourceTouched, defaultLeadSource])\n  const [status, setStatus] = useState<NewLeadValues['status']>('new')\n  const [ownerUid, setOwnerUid] = useState('')\n  const [tags, setTags] = useState('')\n  const [campaignIds, setCampaignIds] = useState<string[]>([])\n  const [address, setAddress] = useState<AddressDraft>(EMPTY_ADDRESS)\n  const [notes, setNotes] = useState('')\n  /*\n   * The org's own lead fields (AGL-3272). A CREATE holds only a draft —\n   * there is no stored map to diff against — and `crmCustomDraftDocument`\n   * turns it into the `custom` the route stores, or nothing.\n   */\n  const fields = useContactFieldDefinitions(orgId ?? null, 'lead')\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  const [customError, setCustomError] = useState('')\n  const [emailError, setEmailError] = useState('')\n  const [phoneError, setPhoneError] = useState('')\n  const [websiteError, setWebsiteError] = useState('')\n  /*\n   * The campaigns, for the picker (AGL-3254): read while the drawer is\n   * open. Under a site, the ones placed on it; at the organization level,\n   * every campaign in the org — the lead is the org's record whichever\n   * site it is captured by, so the site picked above does not narrow them.\n   */\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: open })\n\n  // A fresh form on every opening: a person typed and then abandoned must\n  // not reappear half-filled the next time somebody reaches for New lead.\n  useEffect(() => {\n    if (!open) return\n    setEmail('')\n    setName('')\n    setCompany('')\n    setJobTitle('')\n    setPhone('')\n    setWebsite('')\n    setLeadSource('')\n    setLeadSourceTouched(false)\n    setStatus('new')\n    setOwnerUid('')\n    setTags('')\n    setCampaignIds([])\n    setAddress(EMPTY_ADDRESS)\n    setNotes('')\n    setCustom({})\n    setCustomError('')\n    setEmailError('')\n    setPhoneError('')\n    setWebsiteError('')\n  }, [open])\n\n  const handleSubmit = () => {\n    const normalizedEmail = normalizeContactEmail(email)\n    const { patch, errors } = normalizeCrmLeadProfile({\n      company,\n      jobTitle,\n      phone,\n      website,\n      leadSource,\n      address,\n      tags: normalizeCrmLeadTags(tags),\n    })\n    // Every required lead field counts on a create: the record is being\n    // made whole, and nothing has been written to come back and fill.\n    const missing = crmCustomDraftMissingRequired(fields.active, {}, custom, 'create')\n    setEmailError(normalizedEmail ? '' : 'Enter a valid email address.')\n    setPhoneError(errors.phone ?? '')\n    setWebsiteError(errors.website ?? '')\n    setCustomError(\n      missing.length\n        ? `${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`\n        : '',\n    )\n    if (!normalizedEmail || errors.phone || errors.website || missing.length) return\n    onSubmit({\n      email: normalizedEmail,\n      name: name.trim().replace(/\\s+/g, ' ').slice(0, CRM_LEAD_TEXT_MAX),\n      company: patch.company ?? '',\n      jobTitle: patch.jobTitle ?? '',\n      phone: patch.phone ?? '',\n      website: patch.website ?? '',\n      leadSource: patch.leadSource ?? '',\n      status,\n      ownerUid,\n      tags: patch.tags ?? [],\n      campaignIds: campaignMembershipValue(campaignIds),\n      address: patch.address ?? null,\n      notes: notes.trim().slice(0, NOTES_MAX),\n      custom: crmCustomDraftDocument(custom),\n    })\n  }\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      sx={{ '& .MuiDrawer-paper': { width: { xs: '100%', sm: 480 } } }}\n      appBarLeft={\n        <>\n          <IconButton\n            color=\"inherit\"\n            edge=\"start\"\n            onClick={onClose}\n            sx={{ mr: 2 }}\n          >\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {'New lead'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          {/* First, because the lead is filed under the answer. Renders nothing under a site. */}\n          <CrmSitePicker\n            hostId={hostId}\n            disabled={Boolean(busy)}\n            helperText=\"The site this lead is filed under — a lead is private to one site.\"\n          />\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            type=\"email\"\n            value={email}\n            onChange={(event) => setEmail(event.target.value)}\n            error={Boolean(emailError)}\n            helperText={\n              emailError ||\n              'The one field that is required — a site holds one lead per address.'\n            }\n            required\n            fullWidth\n            autoFocus\n          />\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={name}\n            onChange={(event) => setName(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Company\"\n            value={company}\n            onChange={(event) => setCompany(event.target.value)}\n            helperText=\"As text — converting the lead is what makes it a company record.\"\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => setJobTitle(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            value={phone}\n            onChange={(event) => setPhone(event.target.value)}\n            error={Boolean(phoneError)}\n            helperText={\n              phoneError || 'With the country code, like +1 512 555 0107'\n            }\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Website\"\n            value={website}\n            onChange={(event) => setWebsite(event.target.value)}\n            error={Boolean(websiteError)}\n            helperText={websiteError || 'Like acme.com'}\n            fullWidth\n          />\n          <LeadSourceSelect\n            picklist={leadSources.picklist}\n            value={leadSource}\n            onChange={(label) => {\n              setLeadSource(label)\n              setLeadSourceTouched(true)\n            }}\n            disabled={Boolean(busy)}\n            helperText=\"Where this lead came from. The choices are kept under CRM › Fields › Leads.\"\n          />\n          <Stack direction={{ xs: 'column', sm: 'row' }} spacing={2}>\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={status}\n              onChange={(event) =>\n                setStatus(event.target.value as NewLeadValues['status'])\n              }\n              fullWidth\n            >\n              <MenuItem value=\"new\">{CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n              <MenuItem value=\"working\">\n                {CRM_LEAD_STATUS_LABELS.working}\n              </MenuItem>\n            </TextField>\n            <LeadOwnerSelect\n              value={ownerUid}\n              onChange={setOwnerUid}\n              roster={roster}\n            />\n          </Stack>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"icp2, a-list\"\n            helperText=\"Comma-separated\"\n            value={tags}\n            onChange={(event) => setTags(event.target.value)}\n            fullWidth\n          />\n          {/*\n            The campaigns to file the lead under (AGL-3254), picked the way a\n            form's page picks them. Grouping, not consent: it decides which\n            campaign pages list the lead, never whether anything mails them.\n           */}\n          <CampaignPicker\n            options={campaigns.options}\n            value={campaignIds}\n            onChange={setCampaignIds}\n            helperText=\"The campaigns this lead is part of. It does not decide who a campaign mails.\"\n            disabled={Boolean(busy)}\n            empty={campaigns.ready && !campaigns.options.length}\n            emptyText={\n              hostId\n                ? 'This site has no campaigns yet. Create one from Marketing to file leads under it.'\n                : 'There are no campaigns yet. Create one from Marketing to file leads under it.'\n            }\n          />\n          <Typography variant=\"subtitle2\">{'Address'}</Typography>\n          <ContactAddressFields value={address} onChange={setAddress} />\n          {/* The org's own lead fields (AGL-3272), the same controls the\n              lead's page edits them with. */}\n          {fields.active.length ? 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'Adding…' : 'Add lead'}\n          </Button>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/new-lead-drawer.tsx"],"sourcesContent":["'use client'\n\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_TEXT_MAX,\n  type CrmCustomValue,\n  type CrmLeadStatus,\n  containerMembershipValue,\n  crmPicklistDefaultLabel,\n  normalizeCrmLeadTags,\n  normalizeContactEmail,\n  normalizeCrmLeadProfile,\n  type AglynPostalAddress,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport {\n  Alert,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport ContainerPicker from '@aglyn/tenant-feature-instance/components/container-picker'\nimport { useEffect, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport {\n  ContactAddressFields,\n  EMPTY_ADDRESS,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n} from '../model/crm-custom-draft'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadSourceSelect } from './lead-source-select'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\n\n/** What the drawer hands back — already normalized where the route would. */\nexport interface NewLeadValues {\n  email: string\n  name: string\n  company: string\n  jobTitle: string\n  phone: string\n  website: string\n  leadSource: string\n  status: Extract<CrmLeadStatus, 'new' | 'working'>\n  ownerUid: string\n  tags: string[]\n  /** The site's campaigns to file the lead under (AGL-3254), by id. */\n  campaignIds: string[]\n  address: AglynPostalAddress | null\n  notes: string\n  /**\n   * The org's custom lead fields (AGL-3272), keyed by each definition's\n   * `key`. Absent when the org has defined none, or none was filled — the\n   * route stores a `custom` map only when there is one.\n   */\n  custom?: Record<string, CrmCustomValue>\n}\n\nexport interface NewLeadDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the lead is filed under — a lead is private to one site by\n   * path. `null` at the organization level, where the drawer asks which\n   * site with a picker and holds its submit until one is named.\n   */\n  hostId: string | null\n  org?: Record<string, unknown> | null\n  /** The request is in flight — the form holds still and the button says so. */\n  busy?: boolean\n  /** What the route answered when it refused, shown above the form. */\n  error?: string | null\n  /** The team, for the owner picker. */\n  roster: OrgMemberOptions\n  /**\n   * The org the custom lead fields belong to (AGL-3272), as the list\n   * already resolved it. `null` while it is in flight — the drawer then\n   * shows the standard fields and no custom ones, which is what an org\n   * with none defined shows anyway.\n   */\n  orgId?: string | null\n  onSubmit: (values: NewLeadValues) => void\n}\n\nconst NOTES_MAX = 4000\n\n/**\n * ADDING ONE LEAD BY HAND, IN A DRAWER (AGL-3231).\n *\n * Salesforce's New Lead, on the Leads list: a person the team has heard of\n * and not yet qualified, entered with what is known — the address, the\n * name, the company as text, a title, a phone, a website, an address, tags\n * and where they came from. It makes a lead and nothing else: no contact,\n * no company record. Those are the conversion's to create once the lead is\n * real, which is what keeps one person from sitting in two lists.\n *\n * A drawer and not a form above the list, for the reason every list in this\n * console gives. The two fields a person can mistype in a way the record\n * cannot hold — the email and the phone, and the website beside them — are\n * checked before the request leaves, with the same normalizer the route\n * runs, so the refusal lands under the field. Everything else is the\n * route's to decide: whether the site already holds the address (it\n * updates that lead), whether the plan carries the suite, whether the site\n * is at the platform ceiling.\n */\nexport function NewLeadDrawer(props: NewLeadDrawerProps) {\n  const { open, onClose, hostId, org, busy, error, roster, orgId, onSubmit } = props\n  // The site the route files the lead under: the mounted site, or at the\n  // organization level the picked one. `null` until it is known.\n  const { createHostId } = useCrmScope({ hostId, org: org as never })\n\n  const [email, setEmail] = useState('')\n  const [name, setName] = useState('')\n  const [company, setCompany] = useState('')\n  const [jobTitle, setJobTitle] = useState('')\n  const [phone, setPhone] = useState('')\n  const [website, setWebsite] = useState('')\n  const [leadSource, setLeadSource] = useState('')\n  /*\n   * THE ORG'S LEAD SOURCES (AGL-3298), and its default for a new record.\n   * The default is filled in once the list has answered and only until the\n   * person picks something themselves — \"None\" included — so a list that\n   * arrives after the drawer opened does not overwrite a choice.\n   */\n  const leadSources = useLeadSourcePicklist(orgId ?? null)\n  const [leadSourceTouched, setLeadSourceTouched] = useState(false)\n  const defaultLeadSource = crmPicklistDefaultLabel(leadSources.picklist) ?? ''\n  useEffect(() => {\n    if (open && !leadSourceTouched) setLeadSource(defaultLeadSource)\n  }, [open, leadSourceTouched, defaultLeadSource])\n  const [status, setStatus] = useState<NewLeadValues['status']>('new')\n  const [ownerUid, setOwnerUid] = useState('')\n  const [tags, setTags] = useState('')\n  const [campaignIds, setCampaignIds] = useState<string[]>([])\n  const [address, setAddress] = useState<AddressDraft>(EMPTY_ADDRESS)\n  const [notes, setNotes] = useState('')\n  /*\n   * The org's own lead fields (AGL-3272). A CREATE holds only a draft —\n   * there is no stored map to diff against — and `crmCustomDraftDocument`\n   * turns it into the `custom` the route stores, or nothing.\n   */\n  const fields = useContactFieldDefinitions(orgId ?? null, 'lead')\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  const [customError, setCustomError] = useState('')\n  const [emailError, setEmailError] = useState('')\n  const [phoneError, setPhoneError] = useState('')\n  const [websiteError, setWebsiteError] = useState('')\n  /*\n   * The campaigns, for the picker (AGL-3254): read while the drawer is\n   * open. Under a site, the ones placed on it; at the organization level,\n   * every campaign in the org — the lead is the org's record whichever\n   * site it is captured by, so the site picked above does not narrow them.\n   */\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: open })\n\n  // A fresh form on every opening: a person typed and then abandoned must\n  // not reappear half-filled the next time somebody reaches for New lead.\n  useEffect(() => {\n    if (!open) return\n    setEmail('')\n    setName('')\n    setCompany('')\n    setJobTitle('')\n    setPhone('')\n    setWebsite('')\n    setLeadSource('')\n    setLeadSourceTouched(false)\n    setStatus('new')\n    setOwnerUid('')\n    setTags('')\n    setCampaignIds([])\n    setAddress(EMPTY_ADDRESS)\n    setNotes('')\n    setCustom({})\n    setCustomError('')\n    setEmailError('')\n    setPhoneError('')\n    setWebsiteError('')\n  }, [open])\n\n  const handleSubmit = () => {\n    const normalizedEmail = normalizeContactEmail(email)\n    const { patch, errors } = normalizeCrmLeadProfile({\n      company,\n      jobTitle,\n      phone,\n      website,\n      leadSource,\n      address,\n      tags: normalizeCrmLeadTags(tags),\n    })\n    // Every required lead field counts on a create: the record is being\n    // made whole, and nothing has been written to come back and fill.\n    const missing = crmCustomDraftMissingRequired(fields.active, {}, custom, 'create')\n    setEmailError(normalizedEmail ? '' : 'Enter a valid email address.')\n    setPhoneError(errors.phone ?? '')\n    setWebsiteError(errors.website ?? '')\n    setCustomError(\n      missing.length\n        ? `${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`\n        : '',\n    )\n    if (!normalizedEmail || errors.phone || errors.website || missing.length) return\n    onSubmit({\n      email: normalizedEmail,\n      name: name.trim().replace(/\\s+/g, ' ').slice(0, CRM_LEAD_TEXT_MAX),\n      company: patch.company ?? '',\n      jobTitle: patch.jobTitle ?? '',\n      phone: patch.phone ?? '',\n      website: patch.website ?? '',\n      leadSource: patch.leadSource ?? '',\n      status,\n      ownerUid,\n      tags: patch.tags ?? [],\n      campaignIds: containerMembershipValue(campaignIds),\n      address: patch.address ?? null,\n      notes: notes.trim().slice(0, NOTES_MAX),\n      custom: crmCustomDraftDocument(custom),\n    })\n  }\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      sx={{ '& .MuiDrawer-paper': { width: { xs: '100%', sm: 480 } } }}\n      appBarLeft={\n        <>\n          <IconButton\n            color=\"inherit\"\n            edge=\"start\"\n            onClick={onClose}\n            sx={{ mr: 2 }}\n          >\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {'New lead'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          {/* First, because the lead is filed under the answer. Renders nothing under a site. */}\n          <CrmSitePicker\n            hostId={hostId}\n            disabled={Boolean(busy)}\n            helperText=\"The site this lead is filed under — a lead is private to one site.\"\n          />\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            type=\"email\"\n            value={email}\n            onChange={(event) => setEmail(event.target.value)}\n            error={Boolean(emailError)}\n            helperText={\n              emailError ||\n              'The one field that is required — a site holds one lead per address.'\n            }\n            required\n            fullWidth\n            autoFocus\n          />\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={name}\n            onChange={(event) => setName(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Company\"\n            value={company}\n            onChange={(event) => setCompany(event.target.value)}\n            helperText=\"As text — converting the lead is what makes it a company record.\"\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => setJobTitle(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            value={phone}\n            onChange={(event) => setPhone(event.target.value)}\n            error={Boolean(phoneError)}\n            helperText={\n              phoneError || 'With the country code, like +1 512 555 0107'\n            }\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Website\"\n            value={website}\n            onChange={(event) => setWebsite(event.target.value)}\n            error={Boolean(websiteError)}\n            helperText={websiteError || 'Like acme.com'}\n            fullWidth\n          />\n          <LeadSourceSelect\n            picklist={leadSources.picklist}\n            value={leadSource}\n            onChange={(label) => {\n              setLeadSource(label)\n              setLeadSourceTouched(true)\n            }}\n            disabled={Boolean(busy)}\n            helperText=\"Where this lead came from. The choices are kept under CRM › Fields › Leads.\"\n          />\n          <Stack direction={{ xs: 'column', sm: 'row' }} spacing={2}>\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={status}\n              onChange={(event) =>\n                setStatus(event.target.value as NewLeadValues['status'])\n              }\n              fullWidth\n            >\n              <MenuItem value=\"new\">{CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n              <MenuItem value=\"working\">\n                {CRM_LEAD_STATUS_LABELS.working}\n              </MenuItem>\n            </TextField>\n            <LeadOwnerSelect\n              value={ownerUid}\n              onChange={setOwnerUid}\n              roster={roster}\n            />\n          </Stack>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"icp2, a-list\"\n            helperText=\"Comma-separated\"\n            value={tags}\n            onChange={(event) => setTags(event.target.value)}\n            fullWidth\n          />\n          {/*\n            The campaigns to file the lead under (AGL-3254), picked the way a\n            form's page picks them. Grouping, not consent: it decides which\n            campaign pages list the lead, never whether anything mails them.\n           */}\n          <ContainerPicker\n            kind=\"campaign\"\n            options={campaigns.options}\n            value={campaignIds}\n            onChange={setCampaignIds}\n            helperText=\"The campaigns this lead is part of. It does not decide who a campaign mails.\"\n            disabled={Boolean(busy)}\n            empty={campaigns.ready && !campaigns.options.length}\n            emptyText={\n              hostId\n                ? 'This site has no campaigns yet. Create one from Marketing to file leads under it.'\n                : 'There are no campaigns yet. Create one from Marketing to file leads under it.'\n            }\n          />\n          <Typography variant=\"subtitle2\">{'Address'}</Typography>\n          <ContactAddressFields value={address} onChange={setAddress} />\n          {/* The org's own lead fields (AGL-3272), the same controls the\n              lead's page edits them with. */}\n          {fields.active.length ? 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'Adding…' : 'Add lead'}\n          </Button>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\n\nexport default NewLeadDrawer\n"],"names":["CRM_LEAD_STATUS_LABELS","CRM_LEAD_TEXT_MAX","containerMembershipValue","crmPicklistDefaultLabel","normalizeCrmLeadTags","normalizeContactEmail","normalizeCrmLeadProfile","ICON_VARIANT_CLOSE","Container","MdiIcon","SrOnly","NavigationDrawerComponent","Alert","Button","IconButton","MenuItem","Stack","TextField","Typography","ContainerPicker","useEffect","useState","useContactFieldDefinitions","useCrmCampaigns","useCrmScope","ContactAddressFields","EMPTY_ADDRESS","CrmSitePicker","CrmCustomFieldControl","crmCustomDraftDocument","crmCustomDraftMissingRequired","LeadOwnerSelect","LeadSourceSelect","useLeadSourcePicklist","NOTES_MAX","NewLeadDrawer","props","open","onClose","hostId","org","busy","error","roster","orgId","onSubmit","createHostId","email","setEmail","name","setName","company","setCompany","jobTitle","setJobTitle","phone","setPhone","website","setWebsite","leadSource","setLeadSource","leadSources","leadSourceTouched","setLeadSourceTouched","defaultLeadSource","picklist","status","setStatus","ownerUid","setOwnerUid","tags","setTags","campaignIds","setCampaignIds","address","setAddress","notes","setNotes","fields","custom","setCustom","customError","setCustomError","emailError","setEmailError","phoneError","setPhoneError","websiteError","setWebsiteError","campaigns","enabled","handleSubmit","errors","patch","normalizedEmail","missing","active","length","join","trim","replace","slice","anchor","variant","AppBarProps","color","sx","width","xs","sm","appBarLeft","edge","onClick","mr","path","component","appBarRight","gutterY","spacing","severity","disabled","Boolean","helperText","size","label","type","value","onChange","event","target","required","fullWidth","autoFocus","slotProps","htmlInput","maxLength","direction","select","new","working","placeholder","kind","options","empty","ready","emptyText","map","definition","key","current","$id","multiline","minRows"],"mappings":"AAAA;;;AAEA,SACEA,sBAAsB,EACtBC,iBAAiB,EAGjBC,wBAAwB,EACxBC,uBAAuB,EACvBC,oBAAoB,EACpBC,qBAAqB,EACrBC,uBAAuB,QAElB,eAAc;AACrB,SAASC,kBAAkB,QAAQ,2BAA0B;AAC7D,SAASC,SAAS,EAAEC,OAAO,EAAEC,MAAM,QAAQ,uBAAsB;AACjE,SAASC,yBAAyB,QAAQ,8DAA6D;AACvG,SACEC,KAAK,EACLC,MAAM,EACNC,UAAU,EACVC,QAAQ,EACRC,KAAK,EACLC,SAAS,EACTC,UAAU,QACL,gBAAe;AACtB,OAAOC,qBAAqB,6DAA4D;AACxF,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,0BAA0B,QAAQ,4CAAwC;AACnF,SAASC,eAAe,QAAQ,gCAA4B;AAC5D,SAASC,WAAW,QAAQ,4BAAwB;AAEpD,SACEC,oBAAoB,EACpBC,aAAa,QAER,8BAA0B;AACjC,SAASC,aAAa,QAAQ,uBAAmB;AACjD,SAASC,qBAAqB,QAAQ,gCAA4B;AAClE,SAEEC,sBAAsB,EACtBC,6BAA6B,QACxB,+BAA2B;AAClC,SAASC,eAAe,QAAQ,yBAAqB;AACrD,SAASC,gBAAgB,QAAQ,0BAAsB;AACvD,SAASC,qBAAqB,QAAQ,uCAAmC;AAoDzE,MAAMC,YAAY;AAElB;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASC,cAAcC,KAAyB;QAqB3BjC;IApB1B,MAAM,EAAEkC,IAAI,EAAEC,OAAO,EAAEC,MAAM,EAAEC,GAAG,EAAEC,IAAI,EAAEC,KAAK,EAAEC,MAAM,EAAEC,KAAK,EAAEC,QAAQ,EAAE,GAAGT;IAC7E,uEAAuE;IACvE,+DAA+D;IAC/D,MAAM,EAAEU,YAAY,EAAE,GAAGtB,YAAY;QAAEe;QAAQC,KAAKA;IAAa;IAEjE,MAAM,CAACO,OAAOC,SAAS,GAAG3B,SAAS;IACnC,MAAM,CAAC4B,MAAMC,QAAQ,GAAG7B,SAAS;IACjC,MAAM,CAAC8B,SAASC,WAAW,GAAG/B,SAAS;IACvC,MAAM,CAACgC,UAAUC,YAAY,GAAGjC,SAAS;IACzC,MAAM,CAACkC,OAAOC,SAAS,GAAGnC,SAAS;IACnC,MAAM,CAACoC,SAASC,WAAW,GAAGrC,SAAS;IACvC,MAAM,CAACsC,YAAYC,cAAc,GAAGvC,SAAS;IAC7C;;;;;GAKC,GACD,MAAMwC,cAAc5B,sBAAsBW,gBAAAA,QAAS;IACnD,MAAM,CAACkB,mBAAmBC,qBAAqB,GAAG1C,SAAS;IAC3D,MAAM2C,qBAAoB7D,2BAAAA,wBAAwB0D,YAAYI,QAAQ,aAA5C9D,2BAAiD;IAC3EiB,UAAU;QACR,IAAIiB,QAAQ,CAACyB,mBAAmBF,cAAcI;IAChD,GAAG;QAAC3B;QAAMyB;QAAmBE;KAAkB;IAC/C,MAAM,CAACE,QAAQC,UAAU,GAAG9C,SAAkC;IAC9D,MAAM,CAAC+C,UAAUC,YAAY,GAAGhD,SAAS;IACzC,MAAM,CAACiD,MAAMC,QAAQ,GAAGlD,SAAS;IACjC,MAAM,CAACmD,aAAaC,eAAe,GAAGpD,SAAmB,EAAE;IAC3D,MAAM,CAACqD,SAASC,WAAW,GAAGtD,SAAuBK;IACrD,MAAM,CAACkD,OAAOC,SAAS,GAAGxD,SAAS;IACnC;;;;GAIC,GACD,MAAMyD,SAASxD,2BAA2BsB,gBAAAA,QAAS,MAAM;IACzD,MAAM,CAACmC,QAAQC,UAAU,GAAG3D,SAAyB,CAAC;IACtD,MAAM,CAAC4D,aAAaC,eAAe,GAAG7D,SAAS;IAC/C,MAAM,CAAC8D,YAAYC,cAAc,GAAG/D,SAAS;IAC7C,MAAM,CAACgE,YAAYC,cAAc,GAAGjE,SAAS;IAC7C,MAAM,CAACkE,cAAcC,gBAAgB,GAAGnE,SAAS;IACjD;;;;;GAKC,GACD,MAAMoE,YAAYlE,gBAAgB;QAAEgB;QAAQK;IAAM,GAAG;QAAE8C,SAASrD;IAAK;IAErE,wEAAwE;IACxE,wEAAwE;IACxEjB,UAAU;QACR,IAAI,CAACiB,MAAM;QACXW,SAAS;QACTE,QAAQ;QACRE,WAAW;QACXE,YAAY;QACZE,SAAS;QACTE,WAAW;QACXE,cAAc;QACdG,qBAAqB;QACrBI,UAAU;QACVE,YAAY;QACZE,QAAQ;QACRE,eAAe,EAAE;QACjBE,WAAWjD;QACXmD,SAAS;QACTG,UAAU,CAAC;QACXE,eAAe;QACfE,cAAc;QACdE,cAAc;QACdE,gBAAgB;IAClB,GAAG;QAACnD;KAAK;IAET,MAAMsD,eAAe;YAeLC,eACEA,iBAULC,gBACCA,iBACHA,cACEA,gBACGA,mBAGNA,aAEGA;QAlCX,MAAMC,kBAAkBzF,sBAAsB0C;QAC9C,MAAM,EAAE8C,KAAK,EAAED,MAAM,EAAE,GAAGtF,wBAAwB;YAChD6C;YACAE;YACAE;YACAE;YACAE;YACAe;YACAJ,MAAMlE,qBAAqBkE;QAC7B;QACA,oEAAoE;QACpE,kEAAkE;QAClE,MAAMyB,UAAUjE,8BAA8BgD,OAAOkB,MAAM,EAAE,CAAC,GAAGjB,QAAQ;QACzEK,cAAcU,kBAAkB,KAAK;QACrCR,eAAcM,gBAAAA,OAAOrC,KAAK,YAAZqC,gBAAgB;QAC9BJ,iBAAgBI,kBAAAA,OAAOnC,OAAO,YAAdmC,kBAAkB;QAClCV,eACEa,QAAQE,MAAM,GACV,GAAGF,QAAQG,IAAI,CAAC,MAAM,CAAC,EAAEH,QAAQE,MAAM,GAAG,IAAI,QAAQ,KAAK,UAAU,CAAC,GACtE;QAEN,IAAI,CAACH,mBAAmBF,OAAOrC,KAAK,IAAIqC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package/src/lib/components/reports/activity-card.js

@@ -29,6 +29,7 @@ import { reportFilename } from "./report-format.js";
 import { reportCacheKey, scopedCollection, visibleToClause } from "./report-scope.js";
 import { ReportStatTile } from "./report-stat-tile.js";
 import { useAggregateRead, useWindowRead } from "./use-aggregate-read.js";
+import { activityLeaderboard, deltaPercent } from "../../model/crm-reports.js";
 /**
  * How many activities and how many completed tasks the leaderboard is
  * grouped from.
@@ -144,7 +145,7 @@ const TASK_DONE_CEILING = 1000;
     ], {
         cacheKey: reportCacheKey(report, 'activity:tasks-window')
     });
-    const rows = useMemo(()=>Aglyn.activityLeaderboard(activityWindow.rows, taskWindow.rows), [
+    const rows = useMemo(()=>activityLeaderboard(activityWindow.rows, taskWindow.rows), [
         activityWindow,
         taskWindow
     ]);
@@ -198,14 +199,14 @@ const TASK_DONE_CEILING = 1000;
                         /*#__PURE__*/ _jsx(ReportStatTile, {
                             label: 'Activities logged',
                             value: activityFigures ? activityFigures.current.toLocaleString() : null,
-                            deltaPct: activityFigures ? Aglyn.deltaPercent(activityFigures.current, activityFigures.previous) : null,
+                            deltaPct: activityFigures ? deltaPercent(activityFigures.current, activityFigures.previous) : null,
                             note: 'counted on the server',
                             href: routes.section('contacts')
                         }),
                         /*#__PURE__*/ _jsx(ReportStatTile, {
                             label: 'Tasks completed',
                             value: taskFigures ? taskFigures.current.toLocaleString() : null,
-                            deltaPct: taskFigures ? Aglyn.deltaPercent(taskFigures.current, taskFigures.previous) : null,
+                            deltaPct: taskFigures ? deltaPercent(taskFigures.current, taskFigures.previous) : null,
                             note: 'ticked off in the period',
                             href: routes.section('tasks')
                         }),