@aglyn/plugins-crm 1.0.0-beta.221 → 1.0.0-beta.223

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-convert-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type { CrmDealStage, CrmLeadFields } from '@aglyn/aglyn'\nimport { authorizedFetch } from '@aglyn/shared-util-http/authorized-token'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Checkbox,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  Divider,\n  FormControl,\n  FormControlLabel,\n  InputLabel,\n  MenuItem,\n  Radio,\n  RadioGroup,\n  Select,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  documentId,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useEffect, useId, useMemo, useRef, useState } from 'react'\nimport {\n  dollarsToCents,\n  suggestCompanyForLead,\n} from '../model/lead-company-suggestion'\nimport { crmRoutes } from '../model/crm-routes'\nimport type { LeadConvertRequest, LeadConvertResponse } from '../server/lead-convert'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\n\n/**\n * How many companies the picker loads. Ordered by name, so a bigger org sees\n * its first two hundred alphabetically and the domain match still finds the\n * right one when it is among them; past that the converter creates and the\n * route dedupes by domain server-side, which is the backstop this ceiling\n * relies on.\n */\nconst COMPANY_OPTIONS_CEILING = 200\n\ntype CompanyMode = 'none' | 'existing' | 'new'\n\nexport interface LeadConvertDialogProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the conversion is FILED AS (AGL-3278): the mounted one, or\n   * the lead's own first capturing site at the organization level. A\n   * conversion has to name one — the contact it makes is captured by a\n   * site, and its consent is that site's group's — so with none the\n   * dialog refuses rather than posting an empty host.\n   */\n  hostId: string | null\n  orgId: string | null\n  org: Record<string, unknown> | null | undefined\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  basePath: string\n  roster: OrgMemberOptions\n}\n\n/**\n * Convert a lead into a contact, and optionally a company and a deal\n * (AGL-2608).\n *\n * The dialog collects the decisions and posts ONE request to\n * `crm/lead-convert`; it writes nothing itself, because the contact can only\n * come from the server's dedupe door and the rest of the conversion has to\n * follow it in order. What it does own is the suggestion: the company the\n * lead's email domain implies, matched against the companies this reader can\n * see, so the common case is a glance and a click.\n *\n * Both reads open only while the dialog is — a converter who never opens it\n * pays for neither the company list nor the pipeline.\n */\nexport function LeadConvertDialog(props: LeadConvertDialogProps) {\n  const { open, onClose, hostId, orgId, org, leadId, lead, basePath, roster } = props\n  const firestore = useFirestore()\n  const router = useRouter()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n\n  /*\n   * The scope this reader may see — the same tokens every CRM listener\n   * filters on, and the rules refuse a list without them. The Leads list\n   * mounts the dialog closed at the organization level with no site at all\n   * (the row it converts brings one), and a consent group must name a site,\n   * so until then the scope is the organization's token alone — nothing reads\n   * it while the dialog is closed.\n   */\n  const visibleToTokens = useMemo(() => {\n    const group = hostId ? Aglyn.consentGroupForHost(org ?? {}, hostId) : null\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...(group?.hostIds ?? []).map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, hostId])\n  const tokensKey = visibleToTokens.join(',')\n\n  const { data: companies, status: companiesStatus } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string; name?: string; domain?: string }\n  >(\n    () =>\n      open && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, Aglyn.CRM_COLLECTIONS.companies),\n            where('visibleTo', 'array-contains-any', visibleToTokens),\n            orderBy('nameLower'),\n            limit(COMPANY_OPTIONS_CEILING),\n          )\n        : null,\n    [firestore, orgId, open, tokensKey],\n    { idField: '$id' },\n  )\n  const { data: pipelines } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string; isDefault?: boolean; stages?: CrmDealStage[] }\n  >(\n    () =>\n      open && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, Aglyn.CRM_COLLECTIONS.pipelines),\n            where('visibleTo', 'array-contains-any', visibleToTokens),\n            orderBy(documentId()),\n            limit(20),\n          )\n        : null,\n    [firestore, orgId, open, tokensKey],\n    { idField: '$id' },\n  )\n  /*\n   * The pipeline the deal will open in — the route's own choice, mirrored so\n   * the stage picker offers the stages the deal will really have: the flagged\n   * default, else the first by id, else the stages the route will seed.\n   */\n  const pipeline = pipelines.find((entry) => entry.isDefault) ?? pipelines[0]\n  const stages = useMemo(\n    () =>\n      [...(pipeline?.stages ?? Aglyn.DEFAULT_DEAL_STAGES)]\n        .filter((stage) => stage.kind === 'open')\n        .sort((a, b) => a.order - b.order),\n    [pipeline],\n  )\n\n  const email = String(lead['email'] ?? '')\n  const leadLabel = String(lead['name'] || email || leadId)\n\n  const [ownerUid, setOwnerUid] = useState('')\n  const [companyMode, setCompanyMode] = useState<CompanyMode>('none')\n  const [companyId, setCompanyId] = useState('')\n  const [companyName, setCompanyName] = useState('')\n  const [companyDomain, setCompanyDomain] = useState('')\n  const [dealOn, setDealOn] = useState(false)\n  const [dealTitle, setDealTitle] = useState('')\n  const [dealAmount, setDealAmount] = useState('')\n  const [dealCurrency, setDealCurrency] = useState('usd')\n  const [dealStageId, setDealStageId] = useState('')\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n  // The labels' ids, so the two comboboxes are named \"Company\" and \"Stage\"\n  // rather than after whatever they show — see `LeadOwnerSelect`.\n  const companyLabelId = useId()\n  const stageLabelId = useId()\n\n  /*\n   * Reset on every open, and seed the company step ONCE per open when the\n   * company list has answered — not on every snapshot, or a converter who\n   * changed their mind would have the suggestion put back under them.\n   */\n  const seededFor = useRef<string | null>(null)\n  useEffect(() => {\n    if (!open) {\n      seededFor.current = null\n      return\n    }\n    setOwnerUid(String(lead.ownerUid ?? user?.uid ?? ''))\n    setDealOn(false)\n    setDealTitle(leadLabel)\n    setDealAmount('')\n    setDealCurrency('usd')\n    setDealStageId('')\n    setError(null)\n    setCompanyMode('none')\n    setCompanyId('')\n    setCompanyName('')\n    setCompanyDomain('')\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, leadId])\n  useEffect(() => {\n    if (!open || companiesStatus !== 'success') return\n    if (seededFor.current === leadId) return\n    seededFor.current = leadId\n    // The lead's own company text first (AGL-3233), then the domain.\n    const suggestion = suggestCompanyForLead(email, companies, lead.company)\n    setCompanyMode(suggestion.mode)\n    if (suggestion.mode === 'existing') setCompanyId(suggestion.companyId)\n    if (suggestion.mode === 'new') {\n      setCompanyName(suggestion.name)\n      setCompanyDomain(suggestion.domain)\n    }\n  }, [open, companiesStatus, companies, email, leadId, lead.company])\n\n  const amountCents = dollarsToCents(dealAmount)\n  const amountInvalid = amountCents === undefined\n  const submittable =\n    !busy &&\n    // A conversion names the site it is filed as; there is none for a lead\n    // no site captured (AGL-3278).\n    Boolean(hostId) &&\n    (companyMode !== 'new' || companyName.trim().length > 0) &&\n    (companyMode !== 'existing' || Boolean(companyId)) &&\n    (!dealOn || (dealTitle.trim().length > 0 && !amountInvalid))\n\n  const submit = async () => {\n    if (!submittable) return\n    setBusy(true)\n    setError(null)\n    const body: LeadConvertRequest = {\n      hostId: hostId ?? '',\n      leadId,\n      ...(ownerUid ? { ownerUid } : {}),\n      ...(companyMode === 'existing' ? { companyId } : {}),\n      ...(companyMode === 'new'\n        ? {\n            createCompany: {\n              name: companyName.trim(),\n              ...(companyDomain.trim() ? { domain: companyDomain.trim() } : {}),\n            },\n          }\n        : {}),\n      ...(dealOn\n        ? {\n            deal: {\n              title: dealTitle.trim(),\n              ...(typeof amountCents === 'number' ? { amountCents } : {}),\n              currency: dealCurrency.trim().toLowerCase() || 'usd',\n              ...(dealStageId ? { stageId: dealStageId } : {}),\n            },\n          }\n        : {}),\n    }\n    try {\n      const response = await authorizedFetch(user, '/api/crm/lead-convert', {\n        method: 'POST',\n        headers: { 'content-type': 'application/json' },\n        body: JSON.stringify(body),\n      })\n      const answer = (await response.json().catch(() => ({}))) as\n        | LeadConvertResponse\n        | { error?: string }\n      if (!response.ok || !('ok' in answer)) {\n        setError(\n          String((answer as { error?: string }).error ?? 'The lead could not be converted.'),\n        )\n        return\n      }\n      enqueueSnackbar(\n        answer.alreadyConverted\n          ? 'This lead was already converted — opening the contact'\n          : 'Lead converted',\n        { variant: 'success', persist: false },\n      )\n      onClose()\n      router.push(crmRoutes(basePath).contact(answer.contactId))\n    } catch (cause) {\n      setError(cause instanceof Error ? cause.message : 'The lead could not be converted.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} maxWidth=\"sm\" fullWidth>\n      <DialogTitle>{`Convert ${leadLabel}`}</DialogTitle>\n      <DialogContent>\n        <Stack spacing={3} sx={{ pt: 1 }}>\n          <Stack spacing={1}>\n            <Typography variant=\"subtitle2\">{'Contact'}</Typography>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {`${email} becomes a contact at the Sales qualified stage — or ` +\n                'joins the one this address already has.'}\n            </Typography>\n            <LeadOwnerSelect value={ownerUid} onChange={setOwnerUid} roster={roster} />\n          </Stack>\n          <Divider />\n          <Stack spacing={1}>\n            <Typography variant=\"subtitle2\">{'Company'}</Typography>\n            <RadioGroup\n              value={companyMode}\n              onChange={(event) => setCompanyMode(event.target.value as CompanyMode)}\n            >\n              <FormControlLabel value=\"none\" control={<Radio size=\"small\" />} label=\"No company\" />\n              <FormControlLabel\n                value=\"existing\"\n                control={<Radio size=\"small\" />}\n                label=\"Link an existing company\"\n                disabled={companies.length === 0}\n              />\n              <FormControlLabel\n                value=\"new\"\n                control={<Radio size=\"small\" />}\n                label=\"Create a company\"\n              />\n            </RadioGroup>\n            {companyMode === 'existing' ? (\n              <FormControl size=\"small\" fullWidth>\n                <InputLabel id={companyLabelId}>{'Company'}</InputLabel>\n                <Select\n                  labelId={companyLabelId}\n                  label=\"Company\"\n                  value={companyId}\n                  onChange={(event) => setCompanyId(String(event.target.value))}\n                >\n                  {companies.map((company) => (\n                    <MenuItem key={company.$id} value={company.$id}>\n                      {String(company.name ?? company.$id)}\n                      {company.domain ? (\n                        <Typography\n                          component=\"span\"\n                          variant=\"caption\"\n                          color=\"text.secondary\"\n                          sx={{ ml: 1 }}\n                        >\n                          {String(company.domain)}\n                        </Typography>\n                      ) : null}\n                    </MenuItem>\n                  ))}\n                </Select>\n              </FormControl>\n            ) : null}\n            {companyMode === 'new' ? (\n              <Stack direction={{ xs: 'column', sm: 'row' }} spacing={1}>\n                <TextField\n                  size=\"small\"\n                  label=\"Company name\"\n                  value={companyName}\n                  onChange={(event) => setCompanyName(event.target.value)}\n                  fullWidth\n                  slotProps={{ htmlInput: { maxLength: 120 } }}\n                />\n                <TextField\n                  size=\"small\"\n                  label=\"Domain\"\n                  value={companyDomain}\n                  onChange={(event) => setCompanyDomain(event.target.value)}\n                  helperText=\"Used to match future contacts to this company\"\n                  fullWidth\n                />\n              </Stack>\n            ) : null}\n          </Stack>\n          <Divider />\n          <Stack spacing={1}>\n            <FormControlLabel\n              control={\n                <Checkbox\n                  checked={dealOn}\n                  onChange={(event) => setDealOn(event.target.checked)}\n                />\n              }\n              label={<Typography variant=\"subtitle2\">{'Open a deal'}</Typography>}\n            />\n            {dealOn ? (\n              <Stack spacing={1}>\n                <TextField\n                  size=\"small\"\n                  label=\"Deal title\"\n                  value={dealTitle}\n                  onChange={(event) => setDealTitle(event.target.value)}\n                  fullWidth\n                  slotProps={{ htmlInput: { maxLength: 200 } }}\n                />\n                <Stack direction={{ xs: 'column', sm: 'row' }} spacing={1}>\n                  <TextField\n                    size=\"small\"\n                    label=\"Amount\"\n                    value={dealAmount}\n                    onChange={(event) => setDealAmount(event.target.value)}\n                    error={amountInvalid}\n                    helperText={amountInvalid ? 'Enter an amount like 1200 or 1,200.50' : ' '}\n                    fullWidth\n                  />\n                  <TextField\n                    size=\"small\"\n                    label=\"Currency\"\n                    value={dealCurrency}\n                    onChange={(event) => setDealCurrency(event.target.value)}\n                    helperText=\" \"\n                    sx={{ width: { sm: 140 } }}\n                    slotProps={{ htmlInput: { maxLength: 3 } }}\n                  />\n                </Stack>\n                <FormControl size=\"small\" fullWidth>\n                  {/* `shrink`, because `displayEmpty` below draws the \"First\n                      stage\" placeholder where an empty value would leave the\n                      field blank — and a label that has not shrunk sits on\n                      top of it. */}\n                  <InputLabel id={stageLabelId} shrink>\n                    {'Stage'}\n                  </InputLabel>\n                  <Select\n                    labelId={stageLabelId}\n                    label=\"Stage\"\n                    notched\n                    value={dealStageId}\n                    onChange={(event) => setDealStageId(String(event.target.value))}\n                    displayEmpty\n                  >\n                    <MenuItem value=\"\">\n                      <em>{stages[0] ? `First stage (${stages[0].name})` : 'First stage'}</em>\n                    </MenuItem>\n                    {stages.map((stage) => (\n                      <MenuItem key={stage.id} value={stage.id}>\n                        {stage.name}\n                      </MenuItem>\n                    ))}\n                  </Select>\n                </FormControl>\n                {!pipeline ? (\n                  <Typography variant=\"caption\" color=\"text.secondary\">\n                    {'This workspace has no pipeline yet — a Sales pipeline ' +\n                      'with the default stages is created with the deal.'}\n                  </Typography>\n                ) : null}\n              </Stack>\n            ) : null}\n          </Stack>\n          {error ? <Alert severity=\"error\">{error}</Alert> : null}\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button variant=\"contained\" onClick={() => void submit()} disabled={!submittable}>\n          {busy ? 'Converting…' : 'Convert'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nLeadConvertDialog.displayName = 'LeadConvertDialog'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-convert-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type { CrmDealStage, CrmLeadFields } from '@aglyn/aglyn'\nimport { authorizedFetch } from '@aglyn/shared-util-http/authorized-token'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Checkbox,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  Divider,\n  FormControl,\n  FormControlLabel,\n  InputLabel,\n  MenuItem,\n  Radio,\n  RadioGroup,\n  Select,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  collection,\n  documentId,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useEffect, useId, useMemo, useRef, useState } from 'react'\nimport {\n  dollarsToCents,\n  suggestCompanyForLead,\n} from '../model/lead-company-suggestion'\nimport { crmRoutes } from '../model/crm-routes'\nimport type { LeadConvertRequest, LeadConvertResponse } from '../server/lead-convert'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { CrmPicklistSelect } from './picklist-select'\n\n/**\n * How many companies the picker loads. Ordered by name, so a bigger org sees\n * its first two hundred alphabetically and the domain match still finds the\n * right one when it is among them; past that the converter creates and the\n * route dedupes by domain server-side, which is the backstop this ceiling\n * relies on.\n */\nconst COMPANY_OPTIONS_CEILING = 200\n\ntype CompanyMode = 'none' | 'existing' | 'new'\n\nexport interface LeadConvertDialogProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the conversion is FILED AS (AGL-3278): the mounted one, or\n   * the lead's own first capturing site at the organization level. A\n   * conversion has to name one — the contact it makes is captured by a\n   * site, and its consent is that site's group's — so with none the\n   * dialog refuses rather than posting an empty host.\n   */\n  hostId: string | null\n  orgId: string | null\n  org: Record<string, unknown> | null | undefined\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  basePath: string\n  roster: OrgMemberOptions\n}\n\n/**\n * Convert a lead into a contact, and optionally a company and a deal\n * (AGL-2608).\n *\n * The dialog collects the decisions and posts ONE request to\n * `crm/lead-convert`; it writes nothing itself, because the contact can only\n * come from the server's dedupe door and the rest of the conversion has to\n * follow it in order. What it does own is the suggestion: the company the\n * lead's email domain implies, matched against the companies this reader can\n * see, so the common case is a glance and a click.\n *\n * Both reads open only while the dialog is — a converter who never opens it\n * pays for neither the company list nor the pipeline.\n *\n * The deal step (AGL-3516) names the deal's Type, opening on the org's\n * default Type, and says that the lead's lead source travels onto the deal,\n * as Salesforce's conversion carries it to the opportunity.\n */\nexport function LeadConvertDialog(props: LeadConvertDialogProps) {\n  const { open, onClose, hostId, orgId, org, leadId, lead, basePath, roster } = props\n  const firestore = useFirestore()\n  const router = useRouter()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n\n  /*\n   * The scope this reader may see — the same tokens every CRM listener\n   * filters on, and the rules refuse a list without them. The Leads list\n   * mounts the dialog closed at the organization level with no site at all\n   * (the row it converts brings one), and a consent group must name a site,\n   * so until then the scope is the organization's token alone — nothing reads\n   * it while the dialog is closed.\n   */\n  const visibleToTokens = useMemo(() => {\n    const group = hostId ? Aglyn.consentGroupForHost(org ?? {}, hostId) : null\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...(group?.hostIds ?? []).map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, hostId])\n  const tokensKey = visibleToTokens.join(',')\n\n  const { data: companies, status: companiesStatus } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string; name?: string; domain?: string }\n  >(\n    () =>\n      open && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, Aglyn.CRM_COLLECTIONS.companies),\n            where('visibleTo', 'array-contains-any', visibleToTokens),\n            orderBy('nameLower'),\n            limit(COMPANY_OPTIONS_CEILING),\n          )\n        : null,\n    [firestore, orgId, open, tokensKey],\n    { idField: '$id' },\n  )\n  const { data: pipelines } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string; isDefault?: boolean; stages?: CrmDealStage[] }\n  >(\n    () =>\n      open && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, Aglyn.CRM_COLLECTIONS.pipelines),\n            where('visibleTo', 'array-contains-any', visibleToTokens),\n            orderBy(documentId()),\n            limit(20),\n          )\n        : null,\n    [firestore, orgId, open, tokensKey],\n    { idField: '$id' },\n  )\n  /*\n   * The pipeline the deal will open in — the route's own choice, mirrored so\n   * the stage picker offers the stages the deal will really have: the flagged\n   * default, else the first by id, else the stages the route will seed.\n   */\n  const pipeline = pipelines.find((entry) => entry.isDefault) ?? pipelines[0]\n  const stages = useMemo(\n    () =>\n      [...(pipeline?.stages ?? Aglyn.DEFAULT_DEAL_STAGES)]\n        .filter((stage) => stage.kind === 'open')\n        .sort((a, b) => a.order - b.order),\n    [pipeline],\n  )\n\n  const email = String(lead['email'] ?? '')\n  const leadLabel = String(lead['name'] || email || leadId)\n\n  const [ownerUid, setOwnerUid] = useState('')\n  const [companyMode, setCompanyMode] = useState<CompanyMode>('none')\n  const [companyId, setCompanyId] = useState('')\n  const [companyName, setCompanyName] = useState('')\n  const [companyDomain, setCompanyDomain] = useState('')\n  const [dealOn, setDealOn] = useState(false)\n  const [dealTitle, setDealTitle] = useState('')\n  const [dealAmount, setDealAmount] = useState('')\n  const [dealCurrency, setDealCurrency] = useState('usd')\n  const [dealStageId, setDealStageId] = useState('')\n  // The deal's Type (AGL-3516): the list's default until the converter picks.\n  const typeList = useCrmPicklist('opportunityType', open ? orgId : null)\n  const defaultType = typeList.ready ? (Aglyn.crmPicklistDefaultLabel(typeList.picklist) ?? '') : ''\n  const [dealType, setDealType] = useState<string | null>(null)\n  const leadSource = String(lead.leadSource ?? '').trim()\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n  // The labels' ids, so the two comboboxes are named \"Company\" and \"Stage\"\n  // rather than after whatever they show — see `LeadOwnerSelect`.\n  const companyLabelId = useId()\n  const stageLabelId = useId()\n\n  /*\n   * Reset on every open, and seed the company step ONCE per open when the\n   * company list has answered — not on every snapshot, or a converter who\n   * changed their mind would have the suggestion put back under them.\n   */\n  const seededFor = useRef<string | null>(null)\n  useEffect(() => {\n    if (!open) {\n      seededFor.current = null\n      return\n    }\n    setOwnerUid(String(lead.ownerUid ?? user?.uid ?? ''))\n    setDealOn(false)\n    setDealTitle(leadLabel)\n    setDealAmount('')\n    setDealCurrency('usd')\n    setDealStageId('')\n    setDealType(null)\n    setError(null)\n    setCompanyMode('none')\n    setCompanyId('')\n    setCompanyName('')\n    setCompanyDomain('')\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, leadId])\n  useEffect(() => {\n    if (!open || companiesStatus !== 'success') return\n    if (seededFor.current === leadId) return\n    seededFor.current = leadId\n    // The lead's own company text first (AGL-3233), then the domain.\n    const suggestion = suggestCompanyForLead(email, companies, lead.company)\n    setCompanyMode(suggestion.mode)\n    if (suggestion.mode === 'existing') setCompanyId(suggestion.companyId)\n    if (suggestion.mode === 'new') {\n      setCompanyName(suggestion.name)\n      setCompanyDomain(suggestion.domain)\n    }\n  }, [open, companiesStatus, companies, email, leadId, lead.company])\n\n  const amountCents = dollarsToCents(dealAmount)\n  const amountInvalid = amountCents === undefined\n  const submittable =\n    !busy &&\n    // A conversion names the site it is filed as; there is none for a lead\n    // no site captured (AGL-3278).\n    Boolean(hostId) &&\n    (companyMode !== 'new' || companyName.trim().length > 0) &&\n    (companyMode !== 'existing' || Boolean(companyId)) &&\n    (!dealOn || (dealTitle.trim().length > 0 && !amountInvalid))\n\n  const submit = async () => {\n    if (!submittable) return\n    setBusy(true)\n    setError(null)\n    const body: LeadConvertRequest = {\n      hostId: hostId ?? '',\n      leadId,\n      ...(ownerUid ? { ownerUid } : {}),\n      ...(companyMode === 'existing' ? { companyId } : {}),\n      ...(companyMode === 'new'\n        ? {\n            createCompany: {\n              name: companyName.trim(),\n              ...(companyDomain.trim() ? { domain: companyDomain.trim() } : {}),\n            },\n          }\n        : {}),\n      ...(dealOn\n        ? {\n            deal: {\n              title: dealTitle.trim(),\n              ...(typeof amountCents === 'number' ? { amountCents } : {}),\n              currency: dealCurrency.trim().toLowerCase() || 'usd',\n              ...(dealStageId ? { stageId: dealStageId } : {}),\n              ...((dealType ?? defaultType) ? { type: dealType ?? defaultType } : {}),\n            },\n          }\n        : {}),\n    }\n    try {\n      const response = await authorizedFetch(user, '/api/crm/lead-convert', {\n        method: 'POST',\n        headers: { 'content-type': 'application/json' },\n        body: JSON.stringify(body),\n      })\n      const answer = (await response.json().catch(() => ({}))) as\n        | LeadConvertResponse\n        | { error?: string }\n      if (!response.ok || !('ok' in answer)) {\n        setError(\n          String((answer as { error?: string }).error ?? 'The lead could not be converted.'),\n        )\n        return\n      }\n      enqueueSnackbar(\n        answer.alreadyConverted\n          ? 'This lead was already converted — opening the contact'\n          : 'Lead converted',\n        { variant: 'success', persist: false },\n      )\n      onClose()\n      router.push(crmRoutes(basePath).contact(answer.contactId))\n    } catch (cause) {\n      setError(cause instanceof Error ? cause.message : 'The lead could not be converted.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} maxWidth=\"sm\" fullWidth>\n      <DialogTitle>{`Convert ${leadLabel}`}</DialogTitle>\n      <DialogContent>\n        <Stack spacing={3} sx={{ pt: 1 }}>\n          <Stack spacing={1}>\n            <Typography variant=\"subtitle2\">{'Contact'}</Typography>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {`${email} becomes a contact at the Sales qualified stage — or ` +\n                'joins the one this address already has.'}\n            </Typography>\n            <LeadOwnerSelect value={ownerUid} onChange={setOwnerUid} roster={roster} />\n          </Stack>\n          <Divider />\n          <Stack spacing={1}>\n            <Typography variant=\"subtitle2\">{'Company'}</Typography>\n            <RadioGroup\n              value={companyMode}\n              onChange={(event) => setCompanyMode(event.target.value as CompanyMode)}\n            >\n              <FormControlLabel value=\"none\" control={<Radio size=\"small\" />} label=\"No company\" />\n              <FormControlLabel\n                value=\"existing\"\n                control={<Radio size=\"small\" />}\n                label=\"Link an existing company\"\n                disabled={companies.length === 0}\n              />\n              <FormControlLabel\n                value=\"new\"\n                control={<Radio size=\"small\" />}\n                label=\"Create a company\"\n              />\n            </RadioGroup>\n            {companyMode === 'existing' ? (\n              <FormControl size=\"small\" fullWidth>\n                <InputLabel id={companyLabelId}>{'Company'}</InputLabel>\n                <Select\n                  labelId={companyLabelId}\n                  label=\"Company\"\n                  value={companyId}\n                  onChange={(event) => setCompanyId(String(event.target.value))}\n                >\n                  {companies.map((company) => (\n                    <MenuItem key={company.$id} value={company.$id}>\n                      {String(company.name ?? company.$id)}\n                      {company.domain ? 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(\n              <Stack direction={{ xs: 'column', sm: 'row' }} spacing={1}>\n                <TextField\n                  size=\"small\"\n                  label=\"Company name\"\n                  value={companyName}\n                  onChange={(event) => setCompanyName(event.target.value)}\n                  fullWidth\n                  slotProps={{ htmlInput: { maxLength: 120 } }}\n                />\n                <TextField\n                  size=\"small\"\n                  label=\"Domain\"\n                  value={companyDomain}\n                  onChange={(event) => setCompanyDomain(event.target.value)}\n                  helperText=\"Used to match future contacts to this company\"\n                  fullWidth\n                />\n              </Stack>\n            ) : null}\n          </Stack>\n          <Divider />\n          <Stack spacing={1}>\n            <FormControlLabel\n              control={\n                <Checkbox\n                  checked={dealOn}\n                  onChange={(event) => setDealOn(event.target.checked)}\n                />\n              }\n              label={<Typography variant=\"subtitle2\">{'Open a deal'}</Typography>}\n            />\n            {dealOn ? (\n              <Stack spacing={1}>\n                <TextField\n                  size=\"small\"\n                  label=\"Deal title\"\n                  value={dealTitle}\n                  onChange={(event) => setDealTitle(event.target.value)}\n                  fullWidth\n                  slotProps={{ htmlInput: { maxLength: 200 } }}\n                />\n                <Stack direction={{ xs: 'column', sm: 'row' }} spacing={1}>\n                  <TextField\n                    size=\"small\"\n                    label=\"Amount\"\n                    value={dealAmount}\n                    onChange={(event) => setDealAmount(event.target.value)}\n                    error={amountInvalid}\n                    helperText={amountInvalid ? 'Enter an amount like 1200 or 1,200.50' : ' '}\n                    fullWidth\n                  />\n                  <TextField\n                    size=\"small\"\n                    label=\"Currency\"\n                    value={dealCurrency}\n                    onChange={(event) => setDealCurrency(event.target.value)}\n                    helperText=\" \"\n                    sx={{ width: { sm: 140 } }}\n                    slotProps={{ htmlInput: { maxLength: 3 } }}\n                  />\n                </Stack>\n                <FormControl size=\"small\" fullWidth>\n                  {/* `shrink`, because `displayEmpty` below draws the \"First\n                      stage\" placeholder where an empty value would leave the\n                      field blank — and a label that has not shrunk sits on\n                      top of it. */}\n                  <InputLabel id={stageLabelId} shrink>\n                    {'Stage'}\n                  </InputLabel>\n                  <Select\n                    labelId={stageLabelId}\n                    label=\"Stage\"\n                    notched\n                    value={dealStageId}\n                    onChange={(event) => setDealStageId(String(event.target.value))}\n                    displayEmpty\n                  >\n                    <MenuItem value=\"\">\n                      <em>{stages[0] ? `First stage (${stages[0].name})` : 'First stage'}</em>\n                    </MenuItem>\n                    {stages.map((stage) => (\n                      <MenuItem key={stage.id} value={stage.id}>\n                        {stage.name}\n                      </MenuItem>\n                    ))}\n                  </Select>\n                </FormControl>\n                <CrmPicklistSelect\n                  picklistId=\"opportunityType\"\n                  picklist={typeList.picklist}\n                  value={dealType ?? defaultType}\n                  onChange={setDealType}\n                  disabled={busy}\n                  helperText={\n                    leadSource\n                      ? `The deal's lead source is the lead's: ${leadSource}.`\n                      : 'The lead has no lead source, so the deal has none.'\n                  }\n                />\n                {!pipeline ? (\n                  <Typography variant=\"caption\" color=\"text.secondary\">\n                    {'This workspace has no pipeline yet — a Sales pipeline ' +\n                      'with the default stages is created with the deal.'}\n                  </Typography>\n                ) : null}\n              </Stack>\n            ) : null}\n          </Stack>\n          {error ? <Alert severity=\"error\">{error}</Alert> : null}\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button variant=\"contained\" onClick={() => void submit()} disabled={!submittable}>\n          {busy ? 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package/src/lib/components/lead-detail-page.js

@@ -115,6 +115,8 @@ import { leadPrimaryGroup } from "../model/contact-holder.js";
     });
     const [converting, setConverting] = useState(false);
     const [unqualifying, setUnqualifying] = useState(false);
+    // The Unqualified value the status select picked, if it named one (AGL-3512).
+    const [unqualifyAs, setUnqualifyAs] = useState(null);
     // The privacy erasure (AGL-2623), offered from the lead as from the
     // contact: the same request, filed by the lead's address.
     const leadEmail = lead ? normalizeContactEmail(lead['email']) : null;
@@ -182,7 +184,10 @@ import { leadPrimaryGroup } from "../model/contact-holder.js";
                         basePath: basePath,
                         roster: roster,
                         onConvert: ()=>setConverting(true),
-                        onUnqualify: ()=>setUnqualifying(true),
+                        onUnqualify: (statusLabel)=>{
+                            setUnqualifyAs(statusLabel != null ? statusLabel : null);
+                            setUnqualifying(true);
+                        },
                         extraMenuItems: erase.menuItems,
                         banner: erase.banner,
                         erasurePending: erase.pendingSinceMs !== null,
@@ -271,7 +276,8 @@ import { leadPrimaryGroup } from "../model/contact-holder.js";
                 onClose: ()=>setUnqualifying(false),
                 hostId: siteHostId,
                 leadId: id,
-                leadLabel: label != null ? label : id
+                leadLabel: label != null ? label : id,
+                statusLabel: unqualifyAs
             }),
             erase.dialog
         ]

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  pluginDocsHelp,\n  type CrmLeadFields,\n  normalizeContactEmail,\n  readErasureRequestedAtMs,\n} from '@aglyn/aglyn'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useMemo, useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { useErasePersonAction } from './erase-person-action'\nimport { LeadCampaignsCard, leadCampaignNames } from './lead-campaigns-card'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport { LeadHistoryCard } from './lead-history-card'\nimport { LeadPropertiesCard } from './lead-properties-card'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport { RecordActivityCard } from './record-activity-card'\nimport { CrmShareChipView, RecordSharingCard } from './record-sharing-card'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { leadPrimaryGroup } from '../model/contact-holder'\n\ntype LeadDocument = Record<string, unknown> & CrmLeadFields\n\n/**\n * `/crm/leads/{leadId}` — one lead (AGL-2608).\n *\n * The record behind a row of the Leads section: what the person did on the\n * site, who is working them, and the conversion that turns them into a\n * contact, a company and a deal. One document listen and one roster request\n * for the owner picker; the convert dialog's reads open only when it does.\n *\n * ## The two levels, and the site a lead is acted on as (AGL-3278)\n *\n * The org root comes from `useCrmScope`, as it does on every other CRM\n * record page: under a site it is looked up from that site, and at the\n * organization level it is the mount's, known at once. It used to come\n * from `useOrgDataScope({ hostId })` — correct only under a site, because\n * an absent host settles at `orgId: null`, and a null org builds no\n * reference, opens no listener and leaves the page loading forever.\n *\n * Several surfaces still need ONE site: the feed an activity is filed in, the booking door, the consent basis, the\n * conversion. Under a site that is the mounted one. At the organization\n * level it is the lead's own first capturing site — `leadPrimaryGroup` —\n * the same answer `contactPrimaryGroup` gives the contact page, and the\n * same one the Leads list already converts a row as.\n */\nexport function LeadDetailPage(props: CrmDetailPageProps) {\n  const { id, hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const routes = crmRoutes(basePath)\n  /*\n   * Resolved BEFORE the read that needs it (AGL-3275). A lead is an org row\n   * now, so the org has to be known to address one — and `scope` is null\n   * while the host-index lookup settles. Handing that null to `doc()` is a\n   * thrown `TypeError`, which the page renders as a 500 rather than as a\n   * record still loading.\n   */\n  const { scope, orgId, ready, consentGroup: viewingGroup } = useCrmScope({\n    hostId,\n    org,\n  })\n  const {\n    data: lead,\n    status,\n    fromCache,\n  } = useFirestoreDoc<LeadDocument>(\n    () => (scope ? doc(firestore, scope[0], scope[1], 'leads', id) : null),\n    [firestore, scope, id],\n  )\n  /*\n   * The group this lead is READ through: the mounted site's under a site,\n   * and the lead's own first capturing site at the organization level\n   * (AGL-3278). The consent basis is read against it — a refusal recorded\n   * for any sibling in a declared group stands against every one of them,\n   * so a group of one would report a person as opted in who had\n   * unsubscribed from the brand beside this one.\n   */\n  const leadGroup = useMemo(\n    () => viewingGroup ?? leadPrimaryGroup(lead, org as Record<string, unknown>),\n    [viewingGroup, lead, org],\n  )\n  /** The one site this page acts as, or null for a lead no site captured. */\n  const siteHostId = hostId ?? (leadGroup.hostId || null)\n  const roster = useOrgMemberOptions(orgId)\n  /*\n   * The campaigns, read once for the page (AGL-3274): the header names the\n   * ones the lead is filed under and the Campaigns card offers them. One\n   * listener, not one per surface. Under a site, the campaigns placed on\n   * it; at the organization level the lead is the org's record and so is\n   * every campaign it may be filed under.\n   */\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n  // A saved filing is written on the lead's Activity too (AGL-3274), one\n  // entry per campaign added or removed, by the member who saved it.\n  const logFiling = useCampaignFilingLog({\n    orgId,\n    hostId: siteHostId,\n    org: org as Record<string, unknown> | undefined,\n  })\n  const [converting, setConverting] = useState(false)\n  const [unqualifying, setUnqualifying] = useState(false)\n  // The privacy erasure (AGL-2623), offered from the lead as from the\n  // contact: the same request, filed by the lead's address.\n  const leadEmail = lead ? normalizeContactEmail(lead['email']) : null\n  const erase = useErasePersonAction({\n    hostId: siteHostId,\n    orgId,\n    subject: lead && leadEmail ? { kind: 'lead', id, email: leadEmail } : null,\n    requestedAtMs: readErasureRequestedAtMs(lead),\n  })\n\n  const label = lead ? String(lead['name'] || lead['email'] || id) : undefined\n\n  /*\n   * A SETTLED lookup with no org is an answer, not a wait (AGL-3278). The\n   * spinner below is for a read in flight; standing on it once `ready` has\n   * said there is no org to read from is the endless \"Loading…\" this page\n   * shipped with.\n   */\n  const noOrg = ready && !scope\n  if (noOrg || status === 'error' || (status === 'success' && !lead)) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n      >\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {noOrg || status === 'error'\n            ? 'This lead could not be read.'\n            : 'This lead no longer exists — it may have been removed from the Inbox.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n  if (!lead) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        loading\n      />\n    )\n  }\n\n  return (\n    /* A task or an activity created from this page defaults to the lead's\n       own site, not to the site the reader last picked in a list's drawer\n       (AGL-2630) — as on every other record page. */\n    <CrmCreateSiteDefault hostId={siteHostId}>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the history card under it says what\n          it holds rather than repeating the name. */}\n      <Stack spacing={3}>\n        <LeadPropertiesCard\n          hostId={siteHostId}\n          consentGroup={leadGroup}\n          orgId={orgId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          basePath={basePath}\n          roster={roster}\n          onConvert={() => setConverting(true)}\n          onUnqualify={() => setUnqualifying(true)}\n          extraMenuItems={erase.menuItems}\n          banner={erase.banner}\n          erasurePending={erase.pendingSinceMs !== null}\n          org={org}\n          // The campaigns the lead is filed under (AGL-3274), by name\n          // beside the status. An id no container answers for draws no\n          // chip: the card below keeps it, the header only names.\n          extraChips={[\n            // Seen here only through a share (AGL-3336): who shared it.\n            <CrmShareChipView\n              key=\"shared\"\n              chip={crmShareChipFor(lead, viewingGroup?.hostIds ?? [])}\n              org={org}\n            />,\n            ...leadCampaignNames(lead, campaigns.options).map((name) => (\n              <CrmRecordChip key={name} label=\"Campaign\" value={name} />\n            )),\n          ]}\n        />\n        {/* What an assistant says about where the lead stands (AGL-2917): read on its own site. */}\n        <CrmRecordInsightsZone\n          hostId={siteHostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"lead\"\n          recordId={id}\n          name={label ?? ''}\n        />\n        <LeadCampaignsCard\n          hostId={siteHostId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          options={campaigns.options}\n          optionsReady={campaigns.ready}\n          onFiled={({ added, removed }) => {\n            const named = (ids: string[]) =>\n              ids.map((campaignId) => ({\n                id: campaignId,\n                name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n              }))\n            void logFiling({ leadId: id }, { filed: named(added), removed: named(removed) })\n          }}\n        />\n        <LeadHistoryCard hostId={siteHostId} leadId={id} lead={lead} />\n        {/* Where the lead is visible and why, and a manager's share (AGL-3336). */}\n        <RecordSharingCard\n          object=\"leads\"\n          id={id}\n          record={lead}\n          hostId={hostId ?? null}\n          orgId={orgId}\n          org={org}\n          viewingHostIds={viewingGroup?.hostIds}\n        />\n        <RecordActivityCard hostId={siteHostId} org={org} leadId={id} />\n      </Stack>\n      <LeadConvertDialog\n        open={converting}\n        onClose={() => setConverting(false)}\n        hostId={siteHostId}\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={id}\n        lead={lead}\n        basePath={basePath}\n        roster={roster}\n      />\n      <LeadUnqualifyDialog\n        open={unqualifying}\n        onClose={() => setUnqualifying(false)}\n        hostId={siteHostId}\n        leadId={id}\n        leadLabel={label ?? id}\n      />\n      {erase.dialog}\n    </CrmCreateSiteDefault>\n  )\n}\nLeadDetailPage.displayName = 'LeadDetailPage'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  pluginDocsHelp,\n  type CrmLeadFields,\n  normalizeContactEmail,\n  readErasureRequestedAtMs,\n} from '@aglyn/aglyn'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useMemo, useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { useErasePersonAction } from './erase-person-action'\nimport { LeadCampaignsCard, leadCampaignNames } from './lead-campaigns-card'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport { LeadHistoryCard } from './lead-history-card'\nimport { LeadPropertiesCard } from './lead-properties-card'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport { RecordActivityCard } from './record-activity-card'\nimport { CrmShareChipView, RecordSharingCard } from './record-sharing-card'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { leadPrimaryGroup } from '../model/contact-holder'\n\ntype LeadDocument = Record<string, unknown> & CrmLeadFields\n\n/**\n * `/crm/leads/{leadId}` — one lead (AGL-2608).\n *\n * The record behind a row of the Leads section: what the person did on the\n * site, who is working them, and the conversion that turns them into a\n * contact, a company and a deal. One document listen and one roster request\n * for the owner picker; the convert dialog's reads open only when it does.\n *\n * ## The two levels, and the site a lead is acted on as (AGL-3278)\n *\n * The org root comes from `useCrmScope`, as it does on every other CRM\n * record page: under a site it is looked up from that site, and at the\n * organization level it is the mount's, known at once. It used to come\n * from `useOrgDataScope({ hostId })` — correct only under a site, because\n * an absent host settles at `orgId: null`, and a null org builds no\n * reference, opens no listener and leaves the page loading forever.\n *\n * Several surfaces still need ONE site: the feed an activity is filed in, the booking door, the consent basis, the\n * conversion. Under a site that is the mounted one. At the organization\n * level it is the lead's own first capturing site — `leadPrimaryGroup` —\n * the same answer `contactPrimaryGroup` gives the contact page, and the\n * same one the Leads list already converts a row as.\n */\nexport function LeadDetailPage(props: CrmDetailPageProps) {\n  const { id, hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const routes = crmRoutes(basePath)\n  /*\n   * Resolved BEFORE the read that needs it (AGL-3275). A lead is an org row\n   * now, so the org has to be known to address one — and `scope` is null\n   * while the host-index lookup settles. Handing that null to `doc()` is a\n   * thrown `TypeError`, which the page renders as a 500 rather than as a\n   * record still loading.\n   */\n  const { scope, orgId, ready, consentGroup: viewingGroup } = useCrmScope({\n    hostId,\n    org,\n  })\n  const {\n    data: lead,\n    status,\n    fromCache,\n  } = useFirestoreDoc<LeadDocument>(\n    () => (scope ? doc(firestore, scope[0], scope[1], 'leads', id) : null),\n    [firestore, scope, id],\n  )\n  /*\n   * The group this lead is READ through: the mounted site's under a site,\n   * and the lead's own first capturing site at the organization level\n   * (AGL-3278). The consent basis is read against it — a refusal recorded\n   * for any sibling in a declared group stands against every one of them,\n   * so a group of one would report a person as opted in who had\n   * unsubscribed from the brand beside this one.\n   */\n  const leadGroup = useMemo(\n    () => viewingGroup ?? leadPrimaryGroup(lead, org as Record<string, unknown>),\n    [viewingGroup, lead, org],\n  )\n  /** The one site this page acts as, or null for a lead no site captured. */\n  const siteHostId = hostId ?? (leadGroup.hostId || null)\n  const roster = useOrgMemberOptions(orgId)\n  /*\n   * The campaigns, read once for the page (AGL-3274): the header names the\n   * ones the lead is filed under and the Campaigns card offers them. One\n   * listener, not one per surface. Under a site, the campaigns placed on\n   * it; at the organization level the lead is the org's record and so is\n   * every campaign it may be filed under.\n   */\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n  // A saved filing is written on the lead's Activity too (AGL-3274), one\n  // entry per campaign added or removed, by the member who saved it.\n  const logFiling = useCampaignFilingLog({\n    orgId,\n    hostId: siteHostId,\n    org: org as Record<string, unknown> | undefined,\n  })\n  const [converting, setConverting] = useState(false)\n  const [unqualifying, setUnqualifying] = useState(false)\n  // The Unqualified value the status select picked, if it named one (AGL-3512).\n  const [unqualifyAs, setUnqualifyAs] = useState<string | null>(null)\n  // The privacy erasure (AGL-2623), offered from the lead as from the\n  // contact: the same request, filed by the lead's address.\n  const leadEmail = lead ? normalizeContactEmail(lead['email']) : null\n  const erase = useErasePersonAction({\n    hostId: siteHostId,\n    orgId,\n    subject: lead && leadEmail ? { kind: 'lead', id, email: leadEmail } : null,\n    requestedAtMs: readErasureRequestedAtMs(lead),\n  })\n\n  const label = lead ? String(lead['name'] || lead['email'] || id) : undefined\n\n  /*\n   * A SETTLED lookup with no org is an answer, not a wait (AGL-3278). The\n   * spinner below is for a read in flight; standing on it once `ready` has\n   * said there is no org to read from is the endless \"Loading…\" this page\n   * shipped with.\n   */\n  const noOrg = ready && !scope\n  if (noOrg || status === 'error' || (status === 'success' && !lead)) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n      >\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {noOrg || status === 'error'\n            ? 'This lead could not be read.'\n            : 'This lead no longer exists — it may have been removed from the Inbox.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n  if (!lead) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        loading\n      />\n    )\n  }\n\n  return (\n    /* A task or an activity created from this page defaults to the lead's\n       own site, not to the site the reader last picked in a list's drawer\n       (AGL-2630) — as on every other record page. */\n    <CrmCreateSiteDefault hostId={siteHostId}>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the history card under it says what\n          it holds rather than repeating the name. */}\n      <Stack spacing={3}>\n        <LeadPropertiesCard\n          hostId={siteHostId}\n          consentGroup={leadGroup}\n          orgId={orgId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          basePath={basePath}\n          roster={roster}\n          onConvert={() => setConverting(true)}\n          onUnqualify={(statusLabel) => {\n            setUnqualifyAs(statusLabel ?? null)\n            setUnqualifying(true)\n          }}\n          extraMenuItems={erase.menuItems}\n          banner={erase.banner}\n          erasurePending={erase.pendingSinceMs !== null}\n          org={org}\n          // The campaigns the lead is filed under (AGL-3274), by name\n          // beside the status. An id no container answers for draws no\n          // chip: the card below keeps it, the header only names.\n          extraChips={[\n            // Seen here only through a share (AGL-3336): who shared it.\n            <CrmShareChipView\n              key=\"shared\"\n              chip={crmShareChipFor(lead, viewingGroup?.hostIds ?? [])}\n              org={org}\n            />,\n            ...leadCampaignNames(lead, campaigns.options).map((name) => (\n              <CrmRecordChip key={name} label=\"Campaign\" value={name} />\n            )),\n          ]}\n        />\n        {/* What an assistant says about where the lead stands (AGL-2917): read on its own site. */}\n        <CrmRecordInsightsZone\n          hostId={siteHostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"lead\"\n          recordId={id}\n          name={label ?? ''}\n        />\n        <LeadCampaignsCard\n          hostId={siteHostId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          options={campaigns.options}\n          optionsReady={campaigns.ready}\n          onFiled={({ added, removed }) => {\n            const named = (ids: string[]) =>\n              ids.map((campaignId) => ({\n                id: campaignId,\n                name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n              }))\n            void logFiling({ leadId: id }, { filed: named(added), removed: named(removed) })\n          }}\n        />\n        <LeadHistoryCard hostId={siteHostId} leadId={id} lead={lead} />\n        {/* Where the lead is visible and why, and a manager's share (AGL-3336). */}\n        <RecordSharingCard\n          object=\"leads\"\n          id={id}\n          record={lead}\n          hostId={hostId ?? null}\n          orgId={orgId}\n          org={org}\n          viewingHostIds={viewingGroup?.hostIds}\n        />\n        <RecordActivityCard hostId={siteHostId} org={org} leadId={id} />\n      </Stack>\n      <LeadConvertDialog\n        open={converting}\n        onClose={() => setConverting(false)}\n        hostId={siteHostId}\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={id}\n        lead={lead}\n        basePath={basePath}\n        roster={roster}\n      />\n      <LeadUnqualifyDialog\n        open={unqualifying}\n        onClose={() => setUnqualifying(false)}\n        hostId={siteHostId}\n        leadId={id}\n        leadLabel={label ?? id}\n        statusLabel={unqualifyAs}\n      />\n      {erase.dialog}\n    </CrmCreateSiteDefault>\n  )\n}\nLeadDetailPage.displayName = 'LeadDetailPage'\n\nexport default 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package/src/lib/components/lead-profile-fields.d.ts

@@ -0,0 +1,71 @@
+import { type CrmLeadFields, type CrmPicklist, type CrmPicklistId } from '@aglyn/aglyn';
+import { type AddressDraft } from './contact-address-fields';
+/**
+ * A LEAD'S OWN PROFILE AS A FORM HOLDS IT (AGL-3231, AGL-3513) — every
+ * field a string, the address a draft, Do not call a flag — shared by the
+ * New lead drawer and the lead's Details card, so the two read and refuse
+ * a value the same way.
+ */
+export interface LeadProfileDraft {
+    salutation: string;
+    firstName: string;
+    lastName: string;
+    company: string;
+    jobTitle: string;
+    phone: string;
+    mobilePhone: string;
+    fax: string;
+    doNotCall: boolean;
+    website: string;
+    leadSource: string;
+    industry: string;
+    rating: string;
+    tags: string;
+    numberOfEmployees: string;
+    /** As typed, in the currency's major unit. */
+    annualRevenue: string;
+    currency: string;
+    address: AddressDraft;
+}
+export declare const EMPTY_LEAD_PROFILE_DRAFT: LeadProfileDraft;
+/** The stored profile as a draft the fields can edit. */
+export declare function leadProfileDraftFrom(lead: Record<string, unknown> & CrmLeadFields): LeadProfileDraft;
+/** The fields of a draft that change what the lead's name reads as. */
+export declare function leadDraftComposedName(draft: Pick<LeadProfileDraft, 'firstName' | 'lastName'>): string;
+/** The sentence a revenue that is not an amount is refused with, under the field. */
+export declare const LEAD_REVENUE_REFUSAL = "Enter an amount, like 1250000.00";
+/**
+ * The draft as the body `normalizeCrmLeadProfile` reads: the revenue
+ * typed in the currency's major unit becomes its minor unit, with the
+ * currency beside it only while there is a revenue for it to describe.
+ * `revenueError` is set for a revenue that is not an amount.
+ */
+export declare function leadProfileDraftBody(draft: LeadProfileDraft): {
+    body: Record<string, unknown>;
+    revenueError?: string;
+};
+export interface LeadProfileFieldsProps {
+    draft: LeadProfileDraft;
+    onChange: <K extends keyof LeadProfileDraft>(key: K, value: LeadProfileDraft[K]) => void;
+    /** Each field's refusal, under it, by the profile key. */
+    errors?: Readonly<Record<string, string | undefined>>;
+    disabled?: boolean;
+    /** The org's lead source list. */
+    leadSources: CrmPicklist;
+    /** The org's Salutation, Industry and Rating lists. */
+    lists: Readonly<Partial<Record<CrmPicklistId, CrmPicklist>>>;
+    /** The lead as stored, so a value its list no longer offers stays shown. */
+    stored?: Readonly<Record<string, unknown>> | null;
+    /** The drawer's hints under the company and the lead source. */
+    helperTexts?: Partial<Record<'company' | 'leadSource', string>>;
+}
+/**
+ * The profile's fields in Salesforce's lead layout (AGL-3513): the name,
+ * then Lead Information — the company, title, industry, rating, source,
+ * size and revenue — then how to reach the person, then the address.
+ */
+export declare function LeadProfileFields(props: LeadProfileFieldsProps): import("react").JSX.Element;
+export declare namespace LeadProfileFields {
+    var displayName: string;
+}
+export default LeadProfileFields;