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

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

@@ -16,13 +16,15 @@
  */ 'use client';
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { crmLeadStatusLabelFor, crmLeadStatusOptions } from "@aglyn/aglyn";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore } from "@aglyn/tenant-feature-instance";
-import { Button, Dialog, DialogActions, DialogContent, DialogContentText, DialogTitle, TextField } from "@mui/material";
+import { Button, Dialog, DialogActions, DialogContent, DialogContentText, DialogTitle, MenuItem, Stack, TextField } from "@mui/material";
 import { doc, serverTimestamp, updateDoc } from "firebase/firestore";
 import { useEffect, useState } from "react";
 import { useCrmScope } from "../hooks/use-crm-scope.js";
 import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
+import { useLeadStatusPicklist } from "../hooks/use-lead-status-picklist.js";
 /** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */ export const UNQUALIFY_REASON_MAX = 500;
 const REASON_MAX = UNQUALIFY_REASON_MAX;
 /**
@@ -34,7 +36,7 @@ const REASON_MAX = UNQUALIFY_REASON_MAX;
  * not in the catch-all's update exclusions, so a site admin, editor or
  * author may update it, and nothing here needs the server.
  */ export function LeadUnqualifyDialog(props) {
-    const { open, onClose, hostId, leadId, leadLabel } = props;
+    const { open, onClose, hostId, leadId, leadLabel, statusLabel } = props;
     // The lead's collection is the org's now (AGL-3275); the site still names
     // the surface, and the scope hook resolves the org from it.
     const { orgId } = useCrmScope({
@@ -45,10 +47,21 @@ const REASON_MAX = UNQUALIFY_REASON_MAX;
     const { enqueueSnackbar } = useSnackbar();
     const [reason, setReason] = useState('');
     const [busy, setBusy] = useState(false);
+    // The org's Unqualified values (AGL-3512): a choice only when it keeps several.
+    const statuses = useLeadStatusPicklist(orgId);
+    const closedAs = crmLeadStatusOptions(statuses.picklist, [
+        'unqualified'
+    ]);
+    const [label, setLabel] = useState('');
     useEffect(()=>{
-        if (open) setReason('');
+        if (!open) return;
+        setReason('');
+        setLabel(statusLabel || crmLeadStatusLabelFor(statuses.picklist, 'unqualified'));
+    // Seeded as the dialog opens; the list arriving later does not reset a pick.
+    // eslint-disable-next-line react-hooks/exhaustive-deps
     }, [
-        open
+        open,
+        statusLabel
     ]);
     const submit = async ()=>{
         const trimmed = reason.trim();
@@ -64,6 +77,8 @@ const REASON_MAX = UNQUALIFY_REASON_MAX;
         try {
             const fields = {
                 status: 'unqualified',
+                // The meaning and the org's label for it, always together (AGL-3512).
+                statusLabel: label || crmLeadStatusLabelFor(statuses.picklist, 'unqualified'),
                 unqualifiedReason: trimmed.slice(0, REASON_MAX)
             };
             await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), _extends({}, fields, {
@@ -73,7 +88,7 @@ const REASON_MAX = UNQUALIFY_REASON_MAX;
             followUpSharing('leads', [
                 leadId
             ]);
-            enqueueSnackbar('Lead marked unqualified', {
+            enqueueSnackbar(`Lead marked ${fields.statusLabel}`, {
                 variant: 'success',
                 persist: false
             });
@@ -103,19 +118,36 @@ const REASON_MAX = UNQUALIFY_REASON_MAX;
                         },
                         children: 'The lead stays on file and drops out of the open list. Say why, ' + 'so the reason can be counted later.'
                     }),
-                    /*#__PURE__*/ _jsx(TextField, {
-                        label: "Reason",
-                        value: reason,
-                        onChange: (event)=>setReason(event.target.value),
-                        multiline: true,
-                        minRows: 2,
-                        fullWidth: true,
-                        autoFocus: true,
-                        slotProps: {
-                            htmlInput: {
-                                maxLength: REASON_MAX
-                            }
-                        }
+                    /*#__PURE__*/ _jsxs(Stack, {
+                        spacing: 2,
+                        children: [
+                            closedAs.length > 1 ? /*#__PURE__*/ _jsx(TextField, {
+                                select: true,
+                                size: "small",
+                                label: "Status",
+                                value: closedAs.some((option)=>option.label === label) ? label : '',
+                                onChange: (event)=>setLabel(String(event.target.value)),
+                                fullWidth: true,
+                                children: closedAs.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
+                                        value: option.label,
+                                        children: option.label
+                                    }, option.label))
+                            }) : null,
+                            /*#__PURE__*/ _jsx(TextField, {
+                                label: "Reason",
+                                value: reason,
+                                onChange: (event)=>setReason(event.target.value),
+                                multiline: true,
+                                minRows: 2,
+                                fullWidth: true,
+                                autoFocus: true,
+                                slotProps: {
+                                    htmlInput: {
+                                        maxLength: REASON_MAX
+                                    }
+                                }
+                            })
+                        ]
                     })
                 ]
             }),

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-unqualify-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { CrmLeadFields } from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  TextField,\n} from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */\nexport const UNQUALIFY_REASON_MAX = 500\nconst REASON_MAX = UNQUALIFY_REASON_MAX\n\nexport interface LeadUnqualifyDialogProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The lead's own site, or `null` at the organization level (AGL-3278).\n   * The write is an org-scoped one-field update; the site is read for the\n   * org root, which the mount answers without one.\n   */\n  hostId: string | null\n  leadId: string\n  /** How the lead reads in the title — its name, else its address. */\n  leadLabel: string\n}\n\n/**\n * Close a lead without converting it, with the reason why (AGL-2608).\n *\n * The reason is REQUIRED. An unqualified lead with no reason is a row that\n * says only \"somebody gave up\", and the one thing a report on lost leads\n * wants to count is why. A client-direct write: `hosts/{hostId}/leads` is\n * not in the catch-all's update exclusions, so a site admin, editor or\n * author may update it, and nothing here needs the server.\n */\nexport function LeadUnqualifyDialog(props: LeadUnqualifyDialogProps) {\n  const { open, onClose, hostId, leadId, leadLabel } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const [reason, setReason] = useState('')\n  const [busy, setBusy] = useState(false)\n\n  useEffect(() => {\n    if (open) setReason('')\n  }, [open])\n\n  const submit = async () => {\n    const trimmed = reason.trim()\n    if (!trimmed) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setBusy(true)\n    try {\n      const fields: Required<Pick<CrmLeadFields, 'status' | 'unqualifiedReason'>> = {\n        status: 'unqualified',\n        unqualifiedReason: trimmed.slice(0, REASON_MAX),\n      }\n      await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n        ...fields,\n        updatedAt: serverTimestamp(),\n      })\n      // A rule may share by status (AGL-3336).\n      followUpSharing('leads', [leadId])\n      enqueueSnackbar('Lead marked unqualified', { variant: 'success', persist: false })\n      onClose()\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={onClose} maxWidth=\"xs\" fullWidth>\n      <DialogTitle>{`Unqualify ${leadLabel}?`}</DialogTitle>\n      <DialogContent>\n        <DialogContentText sx={{ mb: 2 }}>\n          {'The lead stays on file and drops out of the open list. Say why, ' +\n            'so the reason can be counted later.'}\n        </DialogContentText>\n        <TextField\n          label=\"Reason\"\n          value={reason}\n          onChange={(event) => setReason(event.target.value)}\n          multiline\n          minRows={2}\n          fullWidth\n          autoFocus\n          slotProps={{ htmlInput: { maxLength: REASON_MAX } }}\n        />\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          color=\"warning\"\n          onClick={() => void submit()}\n          disabled={busy || !reason.trim()}\n        >\n          {'Unqualify'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nLeadUnqualifyDialog.displayName = 'LeadUnqualifyDialog'\n\nexport default LeadUnqualifyDialog\n"],"names":["useSnackbar","useFirestore","Button","Dialog","DialogActions","DialogContent","DialogContentText","DialogTitle","TextField","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","useCrmSharingFollowUp","UNQUALIFY_REASON_MAX","REASON_MAX","LeadUnqualifyDialog","props","open","onClose","hostId","leadId","leadLabel","orgId","followUpSharing","firestore","enqueueSnackbar","reason","setReason","busy","setBusy","submit","trimmed","trim","variant","persist","fields","status","unqualifiedReason","slice","updatedAt","error","Error","message","maxWidth","fullWidth","sx","mb","label","value","onChange","event","target","multiline","minRows","autoFocus","slotProps","htmlInput","maxLength","onClick","disabled","color","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAGA,SAASA,WAAW,QAAQ,8BAA6B;AACzD,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SACEC,MAAM,EACNC,MAAM,EACNC,aAAa,EACbC,aAAa,EACbC,iBAAiB,EACjBC,WAAW,EACXC,SAAS,QACJ,gBAAe;AACtB,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,qBAAqB,QAAQ,8BAA0B;AAEhE,0FAA0F,GAC1F,OAAO,MAAMC,uBAAuB,IAAG;AACvC,MAAMC,aAAaD;AAgBnB;;;;;;;;CAQC,GACD,OAAO,SAASE,oBAAoBC,KAA+B;IACjE,MAAM,EAAEC,IAAI,EAAEC,OAAO,EAAEC,MAAM,EAAEC,MAAM,EAAEC,SAAS,EAAE,GAAGL;IACrD,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEM,KAAK,EAAE,GAAGX,YAAY;QAAEQ;IAAO;IACvC,MAAMI,kBAAkBX,sBAAsBO,QAAQG;IACtD,MAAME,YAAY1B;IAClB,MAAM,EAAE2B,eAAe,EAAE,GAAG5B;IAC5B,MAAM,CAAC6B,QAAQC,UAAU,GAAGjB,SAAS;IACrC,MAAM,CAACkB,MAAMC,QAAQ,GAAGnB,SAAS;IAEjCD,UAAU;QACR,IAAIQ,MAAMU,UAAU;IACtB,GAAG;QAACV;KAAK;IAET,MAAMa,SAAS;QACb,MAAMC,UAAUL,OAAOM,IAAI;QAC3B,IAAI,CAACD,SAAS;QACd,IAAI,CAACT,OAAO;YACVG,gBAAgB,yDAAyD;gBACvEQ,SAAS;gBACTC,SAAS;YACX;YACA;QACF;QACAL,QAAQ;QACR,IAAI;YACF,MAAMM,SAAwE;gBAC5EC,QAAQ;gBACRC,mBAAmBN,QAAQO,KAAK,CAAC,GAAGxB;YACtC;YACA,MAAMN,UAAUF,IAAIkB,WAAW,QAAQF,OAAO,SAASF,SAAS,aAC3De;gBACHI,WAAWhC;;YAEb,yCAAyC;YACzCgB,gBAAgB,SAAS;gBAACH;aAAO;YACjCK,gBAAgB,2BAA2B;gBAAEQ,SAAS;gBAAWC,SAAS;YAAM;YAChFhB;QACF,EAAE,OAAOsB,OAAO;YACdf,gBACEe,iBAAiBC,QAAQD,MAAME,OAAO,GAAG,kCACzC;gBAAET,SAAS;YAAQ;QAEvB,SAAU;YACRJ,QAAQ;QACV;IACF;IAEA,qBACE,MAAC7B;QAAOiB,MAAMA;QAAMC,SAASA;QAASyB,UAAS;QAAKC,SAAS;;0BAC3D,KAACxC;0BAAa,CAAC,UAAU,EAAEiB,UAAU,CAAC,CAAC;;0BACvC,MAACnB;;kCACC,KAACC;wBAAkB0C,IAAI;4BAAEC,IAAI;wBAAE;kCAC5B,qEACC;;kCAEJ,KAACzC;wBACC0C,OAAM;wBACNC,OAAOtB;wBACPuB,UAAU,CAACC,QAAUvB,UAAUuB,MAAMC,MAAM,CAACH,KAAK;wBACjDI,SAAS;wBACTC,SAAS;wBACTT,SAAS;wBACTU,SAAS;wBACTC,WAAW;4BAAEC,WAAW;gCAAEC,WAAW3C;4BAAW;wBAAE;;;;0BAGtD,MAACb;;kCACC,KAACF;wBAAO2D,SAASxC;wBAASyC,UAAU/B;kCACjC;;kCAEH,KAAC7B;wBACCkC,SAAQ;wBACR2B,OAAM;wBACNF,SAAS,IAAM,KAAK5B;wBACpB6B,UAAU/B,QAAQ,CAACF,OAAOM,IAAI;kCAE7B;;;;;;AAKX;AACAjB,oBAAoB8C,WAAW,GAAG;AAElC,eAAe9C,oBAAmB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-unqualify-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { type CrmLeadFields, crmLeadStatusLabelFor, crmLeadStatusOptions } from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  MenuItem,\n  Stack,\n  TextField,\n} from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\nimport { useLeadStatusPicklist } from '../hooks/use-lead-status-picklist'\n\n/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */\nexport const UNQUALIFY_REASON_MAX = 500\nconst REASON_MAX = UNQUALIFY_REASON_MAX\n\nexport interface LeadUnqualifyDialogProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The lead's own site, or `null` at the organization level (AGL-3278).\n   * The write is an org-scoped one-field update; the site is read for the\n   * org root, which the mount answers without one.\n   */\n  hostId: string | null\n  leadId: string\n  /** How the lead reads in the title — its name, else its address. */\n  leadLabel: string\n  /**\n   * The Unqualified value the lead is closed as, when the reader already\n   * picked one (AGL-3512); the meaning's default label otherwise.\n   */\n  statusLabel?: string | null\n}\n\n/**\n * Close a lead without converting it, with the reason why (AGL-2608).\n *\n * The reason is REQUIRED. An unqualified lead with no reason is a row that\n * says only \"somebody gave up\", and the one thing a report on lost leads\n * wants to count is why. A client-direct write: `hosts/{hostId}/leads` is\n * not in the catch-all's update exclusions, so a site admin, editor or\n * author may update it, and nothing here needs the server.\n */\nexport function LeadUnqualifyDialog(props: LeadUnqualifyDialogProps) {\n  const { open, onClose, hostId, leadId, leadLabel, statusLabel } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const [reason, setReason] = useState('')\n  const [busy, setBusy] = useState(false)\n  // The org's Unqualified values (AGL-3512): a choice only when it keeps several.\n  const statuses = useLeadStatusPicklist(orgId)\n  const closedAs = crmLeadStatusOptions(statuses.picklist, ['unqualified'])\n  const [label, setLabel] = useState('')\n\n  useEffect(() => {\n    if (!open) return\n    setReason('')\n    setLabel(statusLabel || crmLeadStatusLabelFor(statuses.picklist, 'unqualified'))\n    // Seeded as the dialog opens; the list arriving later does not reset a pick.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, statusLabel])\n\n  const submit = async () => {\n    const trimmed = reason.trim()\n    if (!trimmed) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setBusy(true)\n    try {\n      const fields: Required<Pick<CrmLeadFields, 'status' | 'statusLabel' | 'unqualifiedReason'>> = {\n        status: 'unqualified',\n        // The meaning and the org's label for it, always together (AGL-3512).\n        statusLabel: label || crmLeadStatusLabelFor(statuses.picklist, 'unqualified'),\n        unqualifiedReason: trimmed.slice(0, REASON_MAX),\n      }\n      await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n        ...fields,\n        updatedAt: serverTimestamp(),\n      })\n      // A rule may share by status (AGL-3336).\n      followUpSharing('leads', [leadId])\n      enqueueSnackbar(`Lead marked ${fields.statusLabel}`, { variant: 'success', persist: false })\n      onClose()\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={onClose} maxWidth=\"xs\" fullWidth>\n      <DialogTitle>{`Unqualify ${leadLabel}?`}</DialogTitle>\n      <DialogContent>\n        <DialogContentText sx={{ mb: 2 }}>\n          {'The lead stays on file and drops out of the open list. Say why, ' +\n            'so the reason can be counted later.'}\n        </DialogContentText>\n        <Stack spacing={2}>\n          {closedAs.length > 1 ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={closedAs.some((option) => option.label === label) ? label : ''}\n              onChange={(event) => setLabel(String(event.target.value))}\n              fullWidth\n            >\n              {closedAs.map((option) => (\n                <MenuItem key={option.label} value={option.label}>\n                  {option.label}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : null}\n          <TextField\n            label=\"Reason\"\n            value={reason}\n            onChange={(event) => setReason(event.target.value)}\n            multiline\n            minRows={2}\n            fullWidth\n            autoFocus\n            slotProps={{ htmlInput: { maxLength: REASON_MAX } }}\n          />\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          color=\"warning\"\n          onClick={() => void submit()}\n          disabled={busy || !reason.trim()}\n        >\n          {'Unqualify'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nLeadUnqualifyDialog.displayName = 'LeadUnqualifyDialog'\n\nexport default LeadUnqualifyDialog\n"],"names":["crmLeadStatusLabelFor","crmLeadStatusOptions","useSnackbar","useFirestore","Button","Dialog","DialogActions","DialogContent","DialogContentText","DialogTitle","MenuItem","Stack","TextField","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","useCrmSharingFollowUp","useLeadStatusPicklist","UNQUALIFY_REASON_MAX","REASON_MAX","LeadUnqualifyDialog","props","open","onClose","hostId","leadId","leadLabel","statusLabel","orgId","followUpSharing","firestore","enqueueSnackbar","reason","setReason","busy","setBusy","statuses","closedAs","picklist","label","setLabel","submit","trimmed","trim","variant","persist","fields","status","unqualifiedReason","slice","updatedAt","error","Error","message","maxWidth","fullWidth","sx","mb","spacing","length","select","size","value","some","option","onChange","event","String","target","map","multiline","minRows","autoFocus","slotProps","htmlInput","maxLength","onClick","disabled","color","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SAA6BA,qBAAqB,EAAEC,oBAAoB,QAAQ,eAAc;AAC9F,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SACEC,MAAM,EACNC,MAAM,EACNC,aAAa,EACbC,aAAa,EACbC,iBAAiB,EACjBC,WAAW,EACXC,QAAQ,EACRC,KAAK,EACLC,SAAS,QACJ,gBAAe;AACtB,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,qBAAqB,QAAQ,8BAA0B;AAChE,SAASC,qBAAqB,QAAQ,uCAAmC;AAEzE,0FAA0F,GAC1F,OAAO,MAAMC,uBAAuB,IAAG;AACvC,MAAMC,aAAaD;AAqBnB;;;;;;;;CAQC,GACD,OAAO,SAASE,oBAAoBC,KAA+B;IACjE,MAAM,EAAEC,IAAI,EAAEC,OAAO,EAAEC,MAAM,EAAEC,MAAM,EAAEC,SAAS,EAAEC,WAAW,EAAE,GAAGN;IAClE,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEO,KAAK,EAAE,GAAGb,YAAY;QAAES;IAAO;IACvC,MAAMK,kBAAkBb,sBAAsBQ,QAAQI;IACtD,MAAME,YAAY9B;IAClB,MAAM,EAAE+B,eAAe,EAAE,GAAGhC;IAC5B,MAAM,CAACiC,QAAQC,UAAU,GAAGnB,SAAS;IACrC,MAAM,CAACoB,MAAMC,QAAQ,GAAGrB,SAAS;IACjC,gFAAgF;IAChF,MAAMsB,WAAWnB,sBAAsBW;IACvC,MAAMS,WAAWvC,qBAAqBsC,SAASE,QAAQ,EAAE;QAAC;KAAc;IACxE,MAAM,CAACC,OAAOC,SAAS,GAAG1B,SAAS;IAEnCD,UAAU;QACR,IAAI,CAACS,MAAM;QACXW,UAAU;QACVO,SAASb,eAAe9B,sBAAsBuC,SAASE,QAAQ,EAAE;IACjE,6EAA6E;IAC7E,uDAAuD;IACzD,GAAG;QAAChB;QAAMK;KAAY;IAEtB,MAAMc,SAAS;QACb,MAAMC,UAAUV,OAAOW,IAAI;QAC3B,IAAI,CAACD,SAAS;QACd,IAAI,CAACd,OAAO;YACVG,gBAAgB,yDAAyD;gBACvEa,SAAS;gBACTC,SAAS;YACX;YACA;QACF;QACAV,QAAQ;QACR,IAAI;YACF,MAAMW,SAAwF;gBAC5FC,QAAQ;gBACR,sEAAsE;gBACtEpB,aAAaY,SAAS1C,sBAAsBuC,SAASE,QAAQ,EAAE;gBAC/DU,mBAAmBN,QAAQO,KAAK,CAAC,GAAG9B;YACtC;YACA,MAAMP,UAAUF,IAAIoB,WAAW,QAAQF,OAAO,SAASH,SAAS,aAC3DqB;gBACHI,WAAWvC;;YAEb,yCAAyC;YACzCkB,gBAAgB,SAAS;gBAACJ;aAAO;YACjCM,gBAAgB,CAAC,YAAY,EAAEe,OAAOnB,WAAW,EAAE,EAAE;gBAAEiB,SAAS;gBAAWC,SAAS;YAAM;YAC1FtB;QACF,EAAE,OAAO4B,OAAO;YACdpB,gBACEoB,iBAAiBC,QAAQD,MAAME,OAAO,GAAG,kCACzC;gBAAET,SAAS;YAAQ;QAEvB,SAAU;YACRT,QAAQ;QACV;IACF;IAEA,qBACE,MAACjC;QAAOoB,MAAMA;QAAMC,SAASA;QAAS+B,UAAS;QAAKC,SAAS;;0BAC3D,KAACjD;0BAAa,CAAC,UAAU,EAAEoB,UAAU,CAAC,CAAC;;0BACvC,MAACtB;;kCACC,KAACC;wBAAkBmD,IAAI;4BAAEC,IAAI;wBAAE;kCAC5B,qEACC;;kCAEJ,MAACjD;wBAAMkD,SAAS;;4BACbrB,SAASsB,MAAM,GAAG,kBACjB,KAAClD;gCACCmD,MAAM;gCACNC,MAAK;gCACLtB,OAAM;gCACNuB,OAAOzB,SAAS0B,IAAI,CAAC,CAACC,SAAWA,OAAOzB,KAAK,KAAKA,SAASA,QAAQ;gCACnE0B,UAAU,CAACC,QAAU1B,SAAS2B,OAAOD,MAAME,MAAM,CAACN,KAAK;gCACvDP,SAAS;0CAERlB,SAASgC,GAAG,CAAC,CAACL,uBACb,KAACzD;wCAA4BuD,OAAOE,OAAOzB,KAAK;kDAC7CyB,OAAOzB,KAAK;uCADAyB,OAAOzB,KAAK;iCAK7B;0CACJ,KAAC9B;gCACC8B,OAAM;gCACNuB,OAAO9B;gCACPiC,UAAU,CAACC,QAAUjC,UAAUiC,MAAME,MAAM,CAACN,KAAK;gCACjDQ,SAAS;gCACTC,SAAS;gCACThB,SAAS;gCACTiB,SAAS;gCACTC,WAAW;oCAAEC,WAAW;wCAAEC,WAAWxD;oCAAW;gCAAE;;;;;;0BAIxD,MAAChB;;kCACC,KAACF;wBAAO2E,SAASrD;wBAASsD,UAAU3C;kCACjC;;kCAEH,KAACjC;wBACC2C,SAAQ;wBACRkC,OAAM;wBACNF,SAAS,IAAM,KAAKnC;wBACpBoC,UAAU3C,QAAQ,CAACF,OAAOW,IAAI;kCAE7B;;;;;;AAKX;AACAvB,oBAAoB2D,WAAW,GAAG;AAElC,eAAe3D,oBAAmB"}

package/src/lib/components/leads-bulk-bar.d.ts

@@ -25,7 +25,6 @@
  */
 import { type CrmLeadFields } from '@aglyn/aglyn';
 import type { OrgMemberOptions } from '../hooks/use-org-member-options';
-import { type LeadCsvOptions } from '../model/leads-csv';
 /**
  * One row of the Leads list as the bar needs it: the document's fields,
  * the grid's key, and which document under which site a write names.
@@ -40,8 +39,6 @@ export interface LeadsBulkBarProps {
     onSelectedChange: (ids: string[]) => void;
     /** The section's roster — already read for the Owner column. */
     roster: OrgMemberOptions;
-    /** How the export names the owner and, at the org level, the site — the list's own. */
-    csv?: LeadCsvOptions;
     /** The organization these leads belong to; null while it is unresolved. */
     orgId?: string | null;
     /**

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

@@ -40,7 +40,7 @@ import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
  * menu and the inline select do. A lead already closed is not unqualified
  * twice. A lead already at the asked status is skipped rather than rewritten
  * so "Nothing to change" means what it says.
- */ import { CRM_LEAD_OPEN_STATUSES, CRM_LEAD_STATUS_LABELS, crmLeadStatus, isCrmLeadOpen, readContainerIds } from "@aglyn/aglyn";
+ */ import { CRM_LEAD_OPEN_STATUSES, crmLeadStatus, crmLeadStatusLabel, crmLeadStatusLabelFor, crmLeadStatusOptions, isCrmLeadOpen, readContainerIds } from "@aglyn/aglyn";
 import ContainerPicker from "@aglyn/tenant-feature-instance/components/container-picker";
 import { useFirestore } from "@aglyn/tenant-feature-instance";
 import { Button, MenuItem, TextField } from "@mui/material";
@@ -48,13 +48,13 @@ import { arrayUnion, deleteField, doc, serverTimestamp } from "firebase/firestor
 import { useCallback, useMemo, useState } from "react";
 import { useCampaignFilingLog } from "../hooks/use-campaign-filing-log.js";
 import { useCrmBulkApply } from "../hooks/use-crm-bulk-apply.js";
+import { useLeadStatusPicklist } from "../hooks/use-lead-status-picklist.js";
 import { useCrmCampaigns } from "../hooks/use-crm-campaigns.js";
-import { downloadTextFile } from "../model/contacts-csv.js";
 import { crmClientListFields } from "../model/crm-list-query.js";
 import { crmBulkWriters, runCrmBulkWrites } from "../model/crm-bulk-writes.js";
-import { leadsCsv } from "../model/leads-csv.js";
 import { CrmBulkBarFrame, CrmBulkValueDialog, countNoun } from "./crm-bulk-bar-frame.js";
-import CrmExportAllButton from "./crm-export-all-button.js";
+import { CrmExportButton } from "./crm-transfer-buttons.js";
+import { CRM_LEADS_RESOURCE } from "../transfer/fields.js";
 import { CrmBulkShareButton } from "./record-sharing-card.js";
 import { LeadOwnerSelect } from "./lead-owner-select.js";
 import { UNQUALIFY_REASON_MAX } from "./lead-unqualify-dialog.js";
@@ -79,10 +79,16 @@ export function LeadsBulkBar(props) {
 LeadsBulkBar.displayName = 'LeadsBulkBar';
 function LeadsBulkBarBody(props) {
     var _props_orgId, _props_hostId;
-    const { rows, selected, onSelectedChange, roster, csv } = props;
+    const { rows, selected, onSelectedChange, roster } = props;
     const orgId = (_props_orgId = props.orgId) != null ? _props_orgId : null;
     const hostId = (_props_hostId = props.hostId) != null ? _props_hostId : null;
     const followUpSharing = useCrmSharingFollowUp(hostId, orgId);
+    // The org's lead status values (AGL-3512): Set status picks a value by its
+    // label, and every write stamps the meaning and the label together.
+    const statuses = useLeadStatusPicklist(orgId);
+    const statusChoices = useMemo(()=>crmLeadStatusOptions(statuses.picklist, SETTABLE_STATUSES), [
+        statuses.picklist
+    ]);
     const firestore = useFirestore();
     const { busy, report, apply, dismissReport } = useCrmBulkApply({
         recordKind: 'lead'
@@ -243,7 +249,9 @@ function LeadsBulkBarBody(props) {
             return;
         }
         if (action === 'status') {
-            const status = value;
+            const choice = statusChoices.find((entry)=>entry.label === value);
+            if (!choice) return;
+            const status = choice.status;
             for (const lead of selectedRows){
                 const current = crmLeadStatus(lead);
                 if (lead.convertedContactId) {
@@ -251,10 +259,10 @@ function LeadsBulkBarBody(props) {
                         label: labelOf(lead),
                         reason: 'was converted'
                     });
-                } else if (current === status) {
+                } else if (current === status && crmLeadStatusLabel(lead, statuses.picklist) === choice.label) {
                     skipped.push({
                         label: labelOf(lead),
-                        reason: `already ${CRM_LEAD_STATUS_LABELS[status]}`
+                        reason: `already ${choice.label}`
                     });
                 } else {
                     writes.push({
@@ -262,7 +270,8 @@ function LeadsBulkBarBody(props) {
                         label: labelOf(lead),
                         kind: 'update',
                         data: _extends({
-                            status
+                            status,
+                            statusLabel: choice.label
                         }, current === 'unqualified' ? {
                             unqualifiedReason: deleteField()
                         } : {}, {
@@ -296,6 +305,7 @@ function LeadsBulkBarBody(props) {
                     kind: 'update',
                     data: {
                         status: 'unqualified',
+                        statusLabel: crmLeadStatusLabelFor(statuses.picklist, 'unqualified'),
                         unqualifiedReason: reason,
                         updatedAt: serverTimestamp()
                     }
@@ -315,13 +325,9 @@ function LeadsBulkBarBody(props) {
         runPlan,
         logFiling,
         hostId,
-        props.org
-    ]);
-    const handleExport = useCallback(()=>{
-        downloadTextFile('leads-selected.csv', 'text/csv', leadsCsv(selectedRows, csv));
-    }, [
-        selectedRows,
-        csv
+        props.org,
+        statusChoices,
+        statuses.picklist
     ]);
     const canApply = pending === 'owner' || (pending === 'campaign' ? campaignIds.length > 0 : pending === 'status' ? Boolean(value) : Boolean(value.trim()));
     return /*#__PURE__*/ _jsxs(CrmBulkBarFrame, {
@@ -353,10 +359,10 @@ function LeadsBulkBarBody(props) {
                 value: value,
                 onChange: (event)=>setValue(event.target.value),
                 helperText: "Closing a lead goes through Unqualify, which asks why.",
-                children: SETTABLE_STATUSES.map((status)=>/*#__PURE__*/ _jsx(MenuItem, {
-                        value: status,
-                        children: CRM_LEAD_STATUS_LABELS[status]
-                    }, status))
+                children: statusChoices.map((choice)=>/*#__PURE__*/ _jsx(MenuItem, {
+                        value: choice.label,
+                        children: choice.label
+                    }, choice.label))
             }) : pending === 'unqualify' ? /*#__PURE__*/ _jsx(TextField, {
                 label: "Reason",
                 value: value,
@@ -415,16 +421,10 @@ function LeadsBulkBarBody(props) {
                 orgId: orgId,
                 disabled: busy
             }),
-            /*#__PURE__*/ _jsx(Button, {
-                size: "small",
-                disabled: busy,
-                onClick: handleExport,
-                children: 'Export CSV'
-            }),
-            /*#__PURE__*/ _jsx(CrmExportAllButton, {
-                resource: "leads",
-                orgId: orgId,
+            /*#__PURE__*/ _jsx(CrmExportButton, {
+                resource: CRM_LEADS_RESOURCE,
                 hostId: hostId,
+                selection: selectedRows.map((row)=>row.$id),
                 disabled: busy
             })
         ]

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/leads-bulk-bar.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\n/**\n * The bar over the Leads table, for whatever rows are ticked (AGL-2662).\n *\n * Hand them to an owner, set their status, unqualify them with one reason,\n * or take them into a spreadsheet. Every act here is a document write and\n * nothing more — a lead's status and owner are the team's own notes on a\n * capture, with no event and no notification behind them, which is why the\n * row's inline select writes them client-direct — so the whole bar goes\n * through the shared batched runner under the same rules.\n *\n * ## A row names its own site\n *\n * A lead lives at `orgs/{orgId}/leads/{leadId}` (AGL-3275), and at the organization\n * level the selection spans sites, so the reference for a write is built\n * from the ROW rather than from a scope the bar was handed: the row knows\n * its site, the bar need not. Under a site every row names the same one.\n *\n * ## What is declined, by name\n *\n * A converted lead's status IS its conversion, stamped by the route, and\n * the bar leaves it alone under Set status and Unqualify the way the row\n * menu and the inline select do. A lead already closed is not unqualified\n * twice. A lead already at the asked status is skipped rather than rewritten\n * so \"Nothing to change\" means what it says.\n */\n\nimport {\n  CRM_LEAD_OPEN_STATUSES,\n  CRM_LEAD_STATUS_LABELS,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  crmLeadStatus,\n  isCrmLeadOpen,\n  readContainerIds,\n} from '@aglyn/aglyn'\nimport ContainerPicker from '@aglyn/tenant-feature-instance/components/container-picker'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField } from '@mui/material'\nimport { arrayUnion, deleteField, doc, serverTimestamp } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmClientListFields } from '../model/crm-list-query'\nimport {\n  type CrmBulkPlan,\n  type CrmBulkSkip,\n  type CrmBulkWrite,\n  crmBulkWriters,\n  runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport { type LeadCsvOptions, leadsCsv } from '../model/leads-csv'\nimport {\n  type CrmBulkNoun,\n  CrmBulkBarFrame,\n  CrmBulkValueDialog,\n  countNoun,\n} from './crm-bulk-bar-frame'\nimport CrmExportAllButton from './crm-export-all-button'\nimport { CrmBulkShareButton } from './record-sharing-card'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { UNQUALIFY_REASON_MAX } from './lead-unqualify-dialog'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\nimport { leadPrimaryGroup } from '../model/contact-holder'\n\n/**\n * One row of the Leads list as the bar needs it: the document's fields,\n * the grid's key, and which document under which site a write names.\n */\nexport type LeadBulkRow = Record<string, unknown> &\n  CrmLeadFields & { $id: string; leadId: string }\n\nexport interface LeadsBulkBarProps {\n  rows: readonly LeadBulkRow[]\n  selected: readonly string[]\n  onSelectedChange: (ids: string[]) => void\n  /** The section's roster — already read for the Owner column. */\n  roster: OrgMemberOptions\n  /** How the export names the owner and, at the org level, the site — the list's own. */\n  csv?: LeadCsvOptions\n  /** The organization these leads belong to; null while it is unresolved. */\n  orgId?: string | null\n  /**\n   * The site the list is read under, or `null` at the organization level\n   * where the complete export spans every site (AGL-2662).\n   */\n  hostId?: string | null\n  /**\n   * The org the shell passed, for the scope a filing entry carries\n   * (AGL-3274): Add to campaign writes one on each lead's Activity, and\n   * the entry is visible to whoever sees a record made on this site.\n   */\n  org?: Record<string, unknown> | null\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'lead', plural: 'leads' }\n\ntype PendingAction = 'owner' | 'status' | 'unqualify' | 'campaign'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n  owner: 'Set the owner',\n  status: 'Set the status',\n  unqualify: 'Unqualify',\n  campaign: 'Add to campaign',\n}\n\n/** The statuses the bar can set — the open ones; closing goes through Unqualify. */\nconst SETTABLE_STATUSES: readonly CrmLeadStatus[] = CRM_LEAD_OPEN_STATUSES\n\n/** The label a report lists a lead under — its name, else its address. */\nconst labelOf = (lead: LeadBulkRow): string =>\n  String(lead['name'] || lead['email'] || lead.leadId)\n\nexport function LeadsBulkBar(props: LeadsBulkBarProps) {\n  if (!props.selected.length) return null\n  return <LeadsBulkBarBody {...props} />\n}\nLeadsBulkBar.displayName = 'LeadsBulkBar'\n\nfunction LeadsBulkBarBody(props: LeadsBulkBarProps) {\n  const { rows, selected, onSelectedChange, roster, csv } = props\n  const orgId = props.orgId ?? null\n  const hostId = props.hostId ?? null\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const firestore = useFirestore()\n  const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'lead' })\n\n  const selectedRows = useMemo(() => {\n    const chosen = new Set(selected)\n    return rows.filter((row) => chosen.has(row.$id))\n  }, [rows, selected])\n\n  const [pending, setPending] = useState<PendingAction | null>(null)\n  const [value, setValue] = useState('')\n  /*\n   * The campaigns to add the selection to (AGL-3254), and the containers\n   * the picker offers — read only while that dialog is open. Under a site,\n   * the campaigns placed on it; at the organization level, where a\n   * selection spans sites, every campaign in the org.\n   */\n  const [campaignIds, setCampaignIds] = useState<string[]>([])\n  const campaigns = useCrmCampaigns(\n    { hostId, orgId },\n    { enabled: pending === 'campaign' },\n  )\n  const logFiling = useCampaignFilingLog({ orgId, hostId, org: props.org })\n\n  // The reference a write names is the row's own site and document.\n  const writers = useMemo(() => {\n    const byId = new Map(rows.map((row) => [row.$id, row]))\n    return crmBulkWriters(firestore, (id) => {\n      const row = byId.get(id)\n      // One org collection (AGL-3275): the row no longer names a site, and\n      // the bulk write addresses the same document at either level.\n      // `orgs//leads` is a path Firestore accepts the shape of and nothing\n      // owns, so an absent org refuses the write rather than composing one.\n      if (!orgId) throw new Error('[crm] a lead write needs an organization')\n      return doc(firestore, 'orgs', orgId, 'leads', row?.leadId ?? id)\n    })\n  }, [firestore, rows])\n\n  const openAction = (action: PendingAction) => {\n    setValue('')\n    setCampaignIds([])\n    setPending(action)\n  }\n\n  const runPlan = useCallback(\n    (plan: CrmBulkPlan, done: (count: number) => string) =>\n      apply({\n        attempted: plan.writes.length,\n        skipped: plan.skipped,\n        job: async () => {\n          const outcome = await runCrmBulkWrites(writers, plan.writes, (write) => write.label)\n          // A client-direct write owes the sharing rules a re-evaluation (AGL-3336).\n          followUpSharing(\n            'leads',\n            plan.writes.filter((write) => write.kind === 'update').map((write) => rows.find((row) => row.$id === write.id)?.leadId ?? write.id),\n          )\n          return outcome\n        },\n        done,\n      }),\n    [apply, writers, rows, followUpSharing],\n  )\n\n  const handleApply = useCallback(async () => {\n    if (!pending) return\n    const action = pending\n    setPending(null)\n    const writes: CrmBulkWrite[] = []\n    const skipped: CrmBulkSkip[] = []\n    if (action === 'owner') {\n      for (const lead of selectedRows) {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: { ownerUid: value ? value : deleteField(), updatedAt: serverTimestamp() },\n        })\n      }\n      await runPlan(\n        { writes, skipped },\n        (count) => (value ? `Owner set on ${countNoun(count, NOUN)}` : `Owner cleared on ${countNoun(count, NOUN)}`),\n      )\n      return\n    }\n    if (action === 'campaign') {\n      // Added to what each lead carries — `arrayUnion`, the way a sequence's\n      // enroll and the import add one — never in place of it.\n      for (const lead of selectedRows) {\n        // The union as it will stand, for the list field it moves (AGL-3321).\n        const union = [...new Set([...readContainerIds(lead, 'campaign'), ...campaignIds])]\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: {\n            campaignIds: arrayUnion(...campaignIds),\n            ...crmClientListFields('leads', lead, { campaignIds: union }, ['scopedCampaignIds']),\n            updatedAt: serverTimestamp(),\n          },\n        })\n      }\n      const outcome = await runPlan(\n        { writes, skipped },\n        (count) =>\n          `Added ${countNoun(count, NOUN)} to ${campaignIds.length === 1 ? 'the campaign' : `${campaignIds.length} campaigns`}`,\n      )\n      // What landed is written on each lead's Activity (AGL-3274): one\n      // \"Filed under\" per campaign the lead was not already in, and none\n      // for a lead the store refused — the row's own document is the\n      // membership, and the entry only records the act.\n      const refused = new Set(outcome.refused.map((entry) => entry.label))\n      const named = campaignIds.map((campaignId) => ({\n        id: campaignId,\n        name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n      }))\n      for (const lead of selectedRows) {\n        if (refused.has(labelOf(lead))) continue\n        const already = readContainerIds(lead, 'campaign')\n        const filed = named.filter((campaign) => !already.includes(campaign.id))\n        // At the organization level each entry carries its own lead's first\n        // capturing site, the one the lead's page files as.\n        if (filed.length) {\n          await logFiling(\n            { leadId: lead.leadId },\n            { filed },\n            hostId ? null : leadPrimaryGroup(lead, props.org ?? null).hostId || null,\n          )\n        }\n      }\n      return\n    }\n    if (action === 'status') {\n      const status = value as CrmLeadStatus\n      for (const lead of selectedRows) {\n        const current = crmLeadStatus(lead)\n        if (lead.convertedContactId) {\n          skipped.push({ label: labelOf(lead), reason: 'was converted' })\n        } else if (current === status) {\n          skipped.push({\n            label: labelOf(lead),\n            reason: `already ${CRM_LEAD_STATUS_LABELS[status]}`,\n          })\n        } else {\n          writes.push({\n            id: lead.$id,\n            label: labelOf(lead),\n            kind: 'update',\n            data: {\n              status,\n              // Reopening an unqualified lead clears its reason, as the row does.\n              ...(current === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n              updatedAt: serverTimestamp(),\n            },\n          })\n        }\n      }\n      await runPlan(\n        { writes, skipped },\n        (count) => `Status set on ${countNoun(count, NOUN)}`,\n      )\n      return\n    }\n    const reason = value.trim().slice(0, UNQUALIFY_REASON_MAX)\n    for (const lead of selectedRows) {\n      if (lead.convertedContactId) {\n        skipped.push({ label: labelOf(lead), reason: 'was converted' })\n      } else if (!isCrmLeadOpen(lead)) {\n        skipped.push({ label: labelOf(lead), reason: 'is already closed' })\n      } else {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: {\n            status: 'unqualified' satisfies CrmLeadStatus,\n            unqualifiedReason: reason,\n            updatedAt: serverTimestamp(),\n          },\n        })\n      }\n    }\n    await runPlan(\n      { writes, skipped },\n      (count) => `Marked ${countNoun(count, NOUN)} unqualified`,\n    )\n  }, [pending, value, campaignIds, campaigns.options, selectedRows, runPlan, logFiling, hostId, props.org])\n\n  const handleExport = useCallback(() => {\n    downloadTextFile('leads-selected.csv', 'text/csv', leadsCsv(selectedRows, csv))\n  }, [selectedRows, csv])\n\n  const canApply =\n    pending === 'owner' ||\n    (pending === 'campaign'\n      ? campaignIds.length > 0\n      : pending === 'status'\n        ? Boolean(value)\n        : Boolean(value.trim()))\n\n  return (\n    <CrmBulkBarFrame\n      count={selected.length}\n      noun={NOUN}\n      busy={busy}\n      onClear={() => onSelectedChange([])}\n      report={report}\n      onDismissReport={dismissReport}\n      extras={\n        <CrmBulkValueDialog\n          open={pending !== null}\n          title={pending ? ACTION_TITLES[pending] : ''}\n          count={selected.length}\n          noun={NOUN}\n          busy={busy}\n          canApply={canApply}\n          applyLabel={pending === 'unqualify' ? 'Unqualify' : pending === 'campaign' ? 'Add' : undefined}\n          onClose={() => setPending(null)}\n          onApply={() => void handleApply()}\n        >\n          {pending === 'owner' ? (\n            <LeadOwnerSelect value={value} onChange={setValue} roster={roster} size=\"medium\" />\n          ) : pending === 'status' ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              helperText=\"Closing a lead goes through Unqualify, which asks why.\"\n            >\n              {SETTABLE_STATUSES.map((status) => (\n                <MenuItem key={status} value={status}>\n                  {CRM_LEAD_STATUS_LABELS[status]}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : pending === 'unqualify' ? (\n            <TextField\n              label=\"Reason\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              multiline\n              minRows={2}\n              autoFocus\n              helperText=\"One reason for every selected lead, kept on each so it can be counted later.\"\n              slotProps={{ htmlInput: { maxLength: UNQUALIFY_REASON_MAX } }}\n            />\n          ) : pending === 'campaign' ? (\n            <ContainerPicker\n              kind=\"campaign\"\n              options={campaigns.options}\n              value={campaignIds}\n              onChange={setCampaignIds}\n              helperText=\"Added to the campaigns each selected lead is already in. It does not decide who a campaign mails.\"\n              empty={campaigns.ready && !campaigns.options.length}\n              emptyText={\n                hostId\n                  ? 'This site has no campaigns yet. Create one from Marketing to file leads under it.'\n                  : 'There are no campaigns yet. Create one from Marketing to file leads under it.'\n              }\n            />\n          ) : null}\n        </CrmBulkValueDialog>\n      }\n    >\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('owner')}>\n        {'Set owner'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('status')}>\n        {'Set status'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('unqualify')}>\n        {'Unqualify'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('campaign')}>\n        {'Add to campaign'}\n      </Button>\n      <CrmBulkShareButton\n        object=\"leads\"\n        ids={selectedRows.map((row) => row.leadId ?? row.$id)}\n        hostId={hostId}\n        orgId={orgId}\n        disabled={busy}\n      />\n      <Button size=\"small\" disabled={busy} onClick={handleExport}>\n        {'Export CSV'}\n      </Button>\n      {/*\n        The selection's file is the rows on screen; this one is the whole\n        collection, streamed by the server (AGL-2662).\n      */}\n      <CrmExportAllButton\n        resource=\"leads\"\n        orgId={orgId}\n        hostId={hostId}\n        disabled={busy}\n      />\n    </CrmBulkBarFrame>\n  )\n}\nLeadsBulkBarBody.displayName = 'LeadsBulkBarBody'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/leads-bulk-bar.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\n/**\n * The bar over the Leads table, for whatever rows are ticked (AGL-2662).\n *\n * Hand them to an owner, set their status, unqualify them with one reason,\n * or take them into a spreadsheet. Every act here is a document write and\n * nothing more — a lead's status and owner are the team's own notes on a\n * capture, with no event and no notification behind them, which is why the\n * row's inline select writes them client-direct — so the whole bar goes\n * through the shared batched runner under the same rules.\n *\n * ## A row names its own site\n *\n * A lead lives at `orgs/{orgId}/leads/{leadId}` (AGL-3275), and at the organization\n * level the selection spans sites, so the reference for a write is built\n * from the ROW rather than from a scope the bar was handed: the row knows\n * its site, the bar need not. Under a site every row names the same one.\n *\n * ## What is declined, by name\n *\n * A converted lead's status IS its conversion, stamped by the route, and\n * the bar leaves it alone under Set status and Unqualify the way the row\n * menu and the inline select do. A lead already closed is not unqualified\n * twice. A lead already at the asked status is skipped rather than rewritten\n * so \"Nothing to change\" means what it says.\n */\n\nimport {\n  CRM_LEAD_OPEN_STATUSES,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  crmLeadStatus,\n  crmLeadStatusLabel,\n  crmLeadStatusLabelFor,\n  crmLeadStatusOptions,\n  isCrmLeadOpen,\n  readContainerIds,\n} from '@aglyn/aglyn'\nimport ContainerPicker from '@aglyn/tenant-feature-instance/components/container-picker'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField } from '@mui/material'\nimport { arrayUnion, deleteField, doc, serverTimestamp } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport { useLeadStatusPicklist } from '../hooks/use-lead-status-picklist'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { crmClientListFields } from '../model/crm-list-query'\nimport {\n  type CrmBulkPlan,\n  type CrmBulkSkip,\n  type CrmBulkWrite,\n  crmBulkWriters,\n  runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport {\n  type CrmBulkNoun,\n  CrmBulkBarFrame,\n  CrmBulkValueDialog,\n  countNoun,\n} from './crm-bulk-bar-frame'\nimport { CrmExportButton } from './crm-transfer-buttons'\nimport { CRM_LEADS_RESOURCE } from '../transfer/fields'\nimport { CrmBulkShareButton } from './record-sharing-card'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { UNQUALIFY_REASON_MAX } from './lead-unqualify-dialog'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\nimport { leadPrimaryGroup } from '../model/contact-holder'\n\n/**\n * One row of the Leads list as the bar needs it: the document's fields,\n * the grid's key, and which document under which site a write names.\n */\nexport type LeadBulkRow = Record<string, unknown> &\n  CrmLeadFields & { $id: string; leadId: string }\n\nexport interface LeadsBulkBarProps {\n  rows: readonly LeadBulkRow[]\n  selected: readonly string[]\n  onSelectedChange: (ids: string[]) => void\n  /** The section's roster — already read for the Owner column. */\n  roster: OrgMemberOptions\n  /** The organization these leads belong to; null while it is unresolved. */\n  orgId?: string | null\n  /**\n   * The site the list is read under, or `null` at the organization level\n   * where the complete export spans every site (AGL-2662).\n   */\n  hostId?: string | null\n  /**\n   * The org the shell passed, for the scope a filing entry carries\n   * (AGL-3274): Add to campaign writes one on each lead's Activity, and\n   * the entry is visible to whoever sees a record made on this site.\n   */\n  org?: Record<string, unknown> | null\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'lead', plural: 'leads' }\n\ntype PendingAction = 'owner' | 'status' | 'unqualify' | 'campaign'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n  owner: 'Set the owner',\n  status: 'Set the status',\n  unqualify: 'Unqualify',\n  campaign: 'Add to campaign',\n}\n\n/** The statuses the bar can set — the open ones; closing goes through Unqualify. */\nconst SETTABLE_STATUSES: readonly CrmLeadStatus[] = CRM_LEAD_OPEN_STATUSES\n\n/** The label a report lists a lead under — its name, else its address. */\nconst labelOf = (lead: LeadBulkRow): string =>\n  String(lead['name'] || lead['email'] || lead.leadId)\n\nexport function LeadsBulkBar(props: LeadsBulkBarProps) {\n  if (!props.selected.length) return null\n  return <LeadsBulkBarBody {...props} />\n}\nLeadsBulkBar.displayName = 'LeadsBulkBar'\n\nfunction LeadsBulkBarBody(props: LeadsBulkBarProps) {\n  const { rows, selected, onSelectedChange, roster } = props\n  const orgId = props.orgId ?? null\n  const hostId = props.hostId ?? null\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  // The org's lead status values (AGL-3512): Set status picks a value by its\n  // label, and every write stamps the meaning and the label together.\n  const statuses = useLeadStatusPicklist(orgId)\n  const statusChoices = useMemo(\n    () => crmLeadStatusOptions(statuses.picklist, SETTABLE_STATUSES),\n    [statuses.picklist],\n  )\n  const firestore = useFirestore()\n  const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'lead' })\n\n  const selectedRows = useMemo(() => {\n    const chosen = new Set(selected)\n    return rows.filter((row) => chosen.has(row.$id))\n  }, [rows, selected])\n\n  const [pending, setPending] = useState<PendingAction | null>(null)\n  const [value, setValue] = useState('')\n  /*\n   * The campaigns to add the selection to (AGL-3254), and the containers\n   * the picker offers — read only while that dialog is open. Under a site,\n   * the campaigns placed on it; at the organization level, where a\n   * selection spans sites, every campaign in the org.\n   */\n  const [campaignIds, setCampaignIds] = useState<string[]>([])\n  const campaigns = useCrmCampaigns(\n    { hostId, orgId },\n    { enabled: pending === 'campaign' },\n  )\n  const logFiling = useCampaignFilingLog({ orgId, hostId, org: props.org })\n\n  // The reference a write names is the row's own site and document.\n  const writers = useMemo(() => {\n    const byId = new Map(rows.map((row) => [row.$id, row]))\n    return crmBulkWriters(firestore, (id) => {\n      const row = byId.get(id)\n      // One org collection (AGL-3275): the row no longer names a site, and\n      // the bulk write addresses the same document at either level.\n      // `orgs//leads` is a path Firestore accepts the shape of and nothing\n      // owns, so an absent org refuses the write rather than composing one.\n      if (!orgId) throw new Error('[crm] a lead write needs an organization')\n      return doc(firestore, 'orgs', orgId, 'leads', row?.leadId ?? id)\n    })\n  }, [firestore, rows])\n\n  const openAction = (action: PendingAction) => {\n    setValue('')\n    setCampaignIds([])\n    setPending(action)\n  }\n\n  const runPlan = useCallback(\n    (plan: CrmBulkPlan, done: (count: number) => string) =>\n      apply({\n        attempted: plan.writes.length,\n        skipped: plan.skipped,\n        job: async () => {\n          const outcome = await runCrmBulkWrites(writers, plan.writes, (write) => write.label)\n          // A client-direct write owes the sharing rules a re-evaluation (AGL-3336).\n          followUpSharing(\n            'leads',\n            plan.writes.filter((write) => write.kind === 'update').map((write) => rows.find((row) => row.$id === write.id)?.leadId ?? write.id),\n          )\n          return outcome\n        },\n        done,\n      }),\n    [apply, writers, rows, followUpSharing],\n  )\n\n  const handleApply = useCallback(async () => {\n    if (!pending) return\n    const action = pending\n    setPending(null)\n    const writes: CrmBulkWrite[] = []\n    const skipped: CrmBulkSkip[] = []\n    if (action === 'owner') {\n      for (const lead of selectedRows) {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: { ownerUid: value ? value : deleteField(), updatedAt: serverTimestamp() },\n        })\n      }\n      await runPlan(\n        { writes, skipped },\n        (count) => (value ? `Owner set on ${countNoun(count, NOUN)}` : `Owner cleared on ${countNoun(count, NOUN)}`),\n      )\n      return\n    }\n    if (action === 'campaign') {\n      // Added to what each lead carries — `arrayUnion`, the way a sequence's\n      // enroll and the import add one — never in place of it.\n      for (const lead of selectedRows) {\n        // The union as it will stand, for the list field it moves (AGL-3321).\n        const union = [...new Set([...readContainerIds(lead, 'campaign'), ...campaignIds])]\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: {\n            campaignIds: arrayUnion(...campaignIds),\n            ...crmClientListFields('leads', lead, { campaignIds: union }, ['scopedCampaignIds']),\n            updatedAt: serverTimestamp(),\n          },\n        })\n      }\n      const outcome = await runPlan(\n        { writes, skipped },\n        (count) =>\n          `Added ${countNoun(count, NOUN)} to ${campaignIds.length === 1 ? 'the campaign' : `${campaignIds.length} campaigns`}`,\n      )\n      // What landed is written on each lead's Activity (AGL-3274): one\n      // \"Filed under\" per campaign the lead was not already in, and none\n      // for a lead the store refused — the row's own document is the\n      // membership, and the entry only records the act.\n      const refused = new Set(outcome.refused.map((entry) => entry.label))\n      const named = campaignIds.map((campaignId) => ({\n        id: campaignId,\n        name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n      }))\n      for (const lead of selectedRows) {\n        if (refused.has(labelOf(lead))) continue\n        const already = readContainerIds(lead, 'campaign')\n        const filed = named.filter((campaign) => !already.includes(campaign.id))\n        // At the organization level each entry carries its own lead's first\n        // capturing site, the one the lead's page files as.\n        if (filed.length) {\n          await logFiling(\n            { leadId: lead.leadId },\n            { filed },\n            hostId ? null : leadPrimaryGroup(lead, props.org ?? null).hostId || null,\n          )\n        }\n      }\n      return\n    }\n    if (action === 'status') {\n      const choice = statusChoices.find((entry) => entry.label === value)\n      if (!choice) return\n      const status = choice.status\n      for (const lead of selectedRows) {\n        const current = crmLeadStatus(lead)\n        if (lead.convertedContactId) {\n          skipped.push({ label: labelOf(lead), reason: 'was converted' })\n        } else if (current === status && crmLeadStatusLabel(lead, statuses.picklist) === choice.label) {\n          skipped.push({\n            label: labelOf(lead),\n            reason: `already ${choice.label}`,\n          })\n        } else {\n          writes.push({\n            id: lead.$id,\n            label: labelOf(lead),\n            kind: 'update',\n            data: {\n              status,\n              statusLabel: choice.label,\n              // Reopening an unqualified lead clears its reason, as the row does.\n              ...(current === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n              updatedAt: serverTimestamp(),\n            },\n          })\n        }\n      }\n      await runPlan(\n        { writes, skipped },\n        (count) => `Status set on ${countNoun(count, NOUN)}`,\n      )\n      return\n    }\n    const reason = value.trim().slice(0, UNQUALIFY_REASON_MAX)\n    for (const lead of selectedRows) {\n      if (lead.convertedContactId) {\n        skipped.push({ label: labelOf(lead), reason: 'was converted' })\n      } else if (!isCrmLeadOpen(lead)) {\n        skipped.push({ label: labelOf(lead), reason: 'is already closed' })\n      } else {\n        writes.push({\n          id: lead.$id,\n          label: labelOf(lead),\n          kind: 'update',\n          data: {\n            status: 'unqualified' satisfies CrmLeadStatus,\n            statusLabel: crmLeadStatusLabelFor(statuses.picklist, 'unqualified'),\n            unqualifiedReason: reason,\n            updatedAt: serverTimestamp(),\n          },\n        })\n      }\n    }\n    await runPlan(\n      { writes, skipped },\n      (count) => `Marked ${countNoun(count, NOUN)} unqualified`,\n    )\n  }, [pending, value, campaignIds, campaigns.options, selectedRows, runPlan, logFiling, hostId, props.org, statusChoices, statuses.picklist])\n\n  const canApply =\n    pending === 'owner' ||\n    (pending === 'campaign'\n      ? campaignIds.length > 0\n      : pending === 'status'\n        ? Boolean(value)\n        : Boolean(value.trim()))\n\n  return (\n    <CrmBulkBarFrame\n      count={selected.length}\n      noun={NOUN}\n      busy={busy}\n      onClear={() => onSelectedChange([])}\n      report={report}\n      onDismissReport={dismissReport}\n      extras={\n        <CrmBulkValueDialog\n          open={pending !== null}\n          title={pending ? ACTION_TITLES[pending] : ''}\n          count={selected.length}\n          noun={NOUN}\n          busy={busy}\n          canApply={canApply}\n          applyLabel={pending === 'unqualify' ? 'Unqualify' : pending === 'campaign' ? 'Add' : undefined}\n          onClose={() => setPending(null)}\n          onApply={() => void handleApply()}\n        >\n          {pending === 'owner' ? (\n            <LeadOwnerSelect value={value} onChange={setValue} roster={roster} size=\"medium\" />\n          ) : pending === 'status' ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              helperText=\"Closing a lead goes through Unqualify, which asks why.\"\n            >\n              {statusChoices.map((choice) => (\n                <MenuItem key={choice.label} value={choice.label}>\n                  {choice.label}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : pending === 'unqualify' ? (\n            <TextField\n              label=\"Reason\"\n              value={value}\n              onChange={(event) => setValue(event.target.value)}\n              multiline\n              minRows={2}\n              autoFocus\n              helperText=\"One reason for every selected lead, kept on each so it can be counted later.\"\n              slotProps={{ htmlInput: { maxLength: UNQUALIFY_REASON_MAX } }}\n            />\n          ) : pending === 'campaign' ? (\n            <ContainerPicker\n              kind=\"campaign\"\n              options={campaigns.options}\n              value={campaignIds}\n              onChange={setCampaignIds}\n              helperText=\"Added to the campaigns each selected lead is already in. It does not decide who a campaign mails.\"\n              empty={campaigns.ready && !campaigns.options.length}\n              emptyText={\n                hostId\n                  ? 'This site has no campaigns yet. Create one from Marketing to file leads under it.'\n                  : 'There are no campaigns yet. Create one from Marketing to file leads under it.'\n              }\n            />\n          ) : null}\n        </CrmBulkValueDialog>\n      }\n    >\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('owner')}>\n        {'Set owner'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('status')}>\n        {'Set status'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('unqualify')}>\n        {'Unqualify'}\n      </Button>\n      <Button size=\"small\" disabled={busy} onClick={() => openAction('campaign')}>\n        {'Add to campaign'}\n      </Button>\n      <CrmBulkShareButton\n        object=\"leads\"\n        ids={selectedRows.map((row) => row.leadId ?? row.$id)}\n        hostId={hostId}\n        orgId={orgId}\n        disabled={busy}\n      />\n      {/* The selection through the export dialog: every field, chosen (AGL-3528). */}\n      <CrmExportButton\n        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