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

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

@@ -38,29 +38,31 @@ import RowActionsMenu from "@aglyn/shared-ui-jsx/components/row-actions-menu.com
 import ListQueryNotices from "@aglyn/shared-ui-jsx/components/list-query-notices.component";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore } from "@aglyn/tenant-feature-instance";
-import { Box, Button, Dialog, DialogActions, DialogContent, DialogTitle, MenuItem, Select, Stack, Typography } from "@mui/material";
+import { Box, Button, Dialog, DialogActions, DialogContent, DialogTitle, Select, Stack, Typography } from "@mui/material";
 import { deleteField, doc, serverTimestamp, updateDoc } from "firebase/firestore";
 import { useRouter } from "next/navigation";
 import { useCallback, useEffect, useMemo, useState } from "react";
 import { leadPrimaryGroup } from "../model/contact-holder.js";
-import { downloadTextFile } from "../model/contacts-csv.js";
 import { crmRoutes } from "../model/crm-routes.js";
-import { LEAD_EMAIL_FILTER_OPTIONS, LEAD_FILTER_CODECS, LEAD_LIST_DECLARATION, LEAD_LIST_FILTER_FIELDS, LEAD_LIST_FILTER_HEADERS, LEAD_SOURCE_FILTER_NONE, LEAD_STATUS_FILTER_OPTIONS, leadClausesForGrid, LEAD_PREFIX_SEARCH, leadClauseImpliesScope, leadClausesToStore, leadQueryClause } from "../model/lead-filters.js";
+import { LEAD_EMAIL_FILTER_OPTIONS, LEAD_FILTER_CODECS, LEAD_LIST_DECLARATION, LEAD_LIST_FILTER_FIELDS, LEAD_LIST_FILTER_HEADERS, LEAD_PICKLIST_FILTERS, LEAD_SOURCE_DIRECTION_FILTER_OPTIONS, LEAD_SOURCE_FILTER_NONE, leadClausesForGrid, leadStatusFilterOptions, LEAD_PREFIX_SEARCH, leadClauseImpliesScope, leadClausesToStore, leadQueryClause } from "../model/lead-filters.js";
 import { crmAskClauses, crmQueryRefusals } from "../model/crm-list-query.js";
 import { listFilterGridColumns } from "@aglyn/shared-ui-jsx/const/list-grid-filter";
 import { useListGridFilter } from "@aglyn/shared-ui-jsx/hooks/use-list-grid-filter";
 import ListFilterChips from "@aglyn/shared-ui-jsx/components/list-filter-chips.component";
 import { useLeadSourcePicklist } from "../hooks/use-lead-source-picklist.js";
-import { leadsCsv } from "../model/leads-csv.js";
+import { useLeadStatusPicklist } from "../hooks/use-lead-status-picklist.js";
+import { useLeadPicklists } from "../hooks/use-lead-picklists.js";
 import { LeadConvertDialog } from "./lead-convert-dialog.js";
 import { leadSourceLabel, leadSources, leadTimeLabel } from "./lead-history-card.js";
-import { LeadImportButton } from "./lead-import-drawer.js";
+import { CrmExportButton, CrmImportButton } from "./crm-transfer-buttons.js";
+import { CRM_LEADS_RESOURCE } from "../transfer/fields.js";
 import NewLeadDrawer from "./new-lead-drawer.js";
 import { useCrmApi } from "./use-crm-api.js";
 import { LeadOwnerSelect } from "./lead-owner-select.js";
 import { CONVERT_PENDING_ERASURE_REASON } from "./lead-properties-card.js";
 import { CrmEmailStateChip } from "./crm-email-state-chip.js";
 import { LeadStatusChip } from "./lead-status-chip.js";
+import { leadStatusChoices, leadStatusMenuItems } from "./lead-status-options.js";
 import { CrmShareChipView } from "./record-sharing-card.js";
 import { crmShareChipFor } from "../model/crm-sharing.js";
 import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
@@ -68,6 +70,10 @@ import LeadSurfacesNote from "./lead-surfaces-note.js";
 import { LeadUnqualifyDialog } from "./lead-unqualify-dialog.js";
 import LeadsBulkBar from "./leads-bulk-bar.js";
 import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
+/** Salesforce's Industry and Rating columns (AGL-3513), off until a reader turns one on. */ const LEAD_HIDDEN_COLUMNS = {
+    industry: false,
+    rating: false
+};
 /**
  * `/crm/leads` — the people a site has met but not yet qualified (AGL-2608).
  *
@@ -105,6 +111,11 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
     // The org's lead source values (AGL-3298): the filter's menu and the
     // column's sort order.
     const leadSourceList = useLeadSourcePicklist(orgId);
+    // The org's lead status values (AGL-3512): the chips' words, the inline
+    // select's choices and the Status filter's names.
+    const leadStatusList = useLeadStatusPicklist(orgId);
+    // The org's Industry and Rating lists (AGL-3513): their filters' choices.
+    const leadPicklists = useLeadPicklists(orgId);
     const routes = crmRoutes(basePath != null ? basePath : '');
     /*
    * Under a site: the ORG collection, narrowed to what this site may see
@@ -145,7 +156,9 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
         selectFields: [
             'status',
             'emailState',
-            'ownerUid'
+            'ownerUid',
+            'leadSourceDirection',
+            ...LEAD_PICKLIST_FILTERS.map((entry)=>entry.column)
         ],
         codecs: LEAD_FILTER_CODECS
     });
@@ -186,8 +199,32 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                 label: 'No lead source'
             }
         ];
-        return {
-            status: LEAD_STATUS_FILTER_OPTIONS,
+        /*
+     * Industry and Rating (AGL-3513): every value the org keeps, valued by
+     * the key the query compares and captioned by the label, inactive ones
+     * marked — the Companies list's choices.
+     */ const picklistOptions = Object.fromEntries(LEAD_PICKLIST_FILTERS.map((entry)=>{
+            var _ref;
+            var _leadPicklists_lists_entry_picklistId;
+            const known = ((_ref = (_leadPicklists_lists_entry_picklistId = leadPicklists.lists[entry.picklistId]) == null ? void 0 : _leadPicklists_lists_entry_picklistId.values) != null ? _ref : []).flatMap((value)=>{
+                const key = Aglyn.crmPicklistKey(value.label);
+                return key ? [
+                    {
+                        value: key,
+                        label: value.active ? value.label : `${value.label} (inactive)`
+                    }
+                ] : [];
+            });
+            return [
+                entry.column,
+                [
+                    ...known,
+                    ...stale(entry.column, known)
+                ]
+            ];
+        }));
+        return _extends({}, picklistOptions, {
+            status: leadStatusFilterOptions(leadStatusList.picklist),
             emailState: LEAD_EMAIL_FILTER_OPTIONS,
             ownerUid: roster.options.map((option)=>({
                     value: option.uid,
@@ -200,12 +237,16 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
             leadSource: [
                 ...sourceOptions,
                 ...stale('leadSource', sourceOptions)
-            ]
-        };
+            ],
+            // The picklist's groups (AGL-3511): Inbound and Outbound.
+            leadSourceDirection: LEAD_SOURCE_DIRECTION_FILTER_OPTIONS
+        });
     }, [
         clauses,
         campaigns.options,
         leadSourceList.picklist,
+        leadStatusList.picklist,
+        leadPicklists.lists,
         roster.options
     ]);
     /*
@@ -215,11 +256,14 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
    * above the list — never matched over the rows a page happened to load.
    */ const asked = useMemo(()=>crmAskClauses(clauses, (clause)=>leadQueryClause(clause, {
                 scopeTokens,
-                foldsScope
+                foldsScope,
+                // A direction is expanded through the org's own groups (AGL-3511).
+                leadSources: leadSourceList.picklist
             })), [
         clauses,
         scopeTokens,
-        foldsScope
+        foldsScope,
+        leadSourceList.picklist
     ]);
     const searchKey = gridFilter.searchWords.join(' ');
     const paged = useCrmListQuery({
@@ -260,25 +304,18 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
         searchKey,
         paged.page
     ]);
-    // How the file names the owner and, at the org level, the site.
-    const csvOptions = useMemo(()=>_extends({
-            ownerEmail: roster.emailFor
-        }, hostId ? {} : {
-            siteName: (id)=>mount == null ? void 0 : mount.siteName(id)
-        }), [
-        roster.emailFor,
-        hostId,
-        mount
-    ]);
-    // The page on screen; Export all on the bulk bar takes the whole list.
-    const handleExport = useCallback(()=>{
-        downloadTextFile('leads.csv', 'text/csv', leadsCsv(rows, csvOptions));
-    }, [
-        rows,
-        csvOptions
+    // The list's filter, when one narrows it, for the export to read the same
+    // records the list does (AGL-3528).
+    const exportFilter = useMemo(()=>paged.plan.served.length || paged.plan.searched ? {
+            label: 'what the list shows',
+            plan: paged.plan
+        } : null, [
+        paged.plan
     ]);
     const [assigning, setAssigning] = useState(null);
     const [unqualifying, setUnqualifying] = useState(null);
+    // The Unqualified value the row's select picked (AGL-3512).
+    const [unqualifyAs, setUnqualifyAs] = useState(null);
     // The row whose conversion dialog is open (AGL-2641) — the same dialog
     // the lead's page opens, fed the row so the list is one click shorter.
     const [converting, setConverting] = useState(null);
@@ -322,7 +359,7 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                 notes: values.notes
             } : {}, values.custom ? {
                 custom: values.custom
-            } : {}, {
+            } : {}, values.standard, {
                 status: values.status
             }));
             if (!response.ok) {
@@ -452,16 +489,20 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                 headerName: 'Status',
                 flex: 0.9,
                 minWidth: 150,
+                // The meaning, which the Status filter asks; the cell shows the org's label.
                 valueGetter: (_value, row)=>Aglyn.crmLeadStatus(row),
                 renderCell: ({ row })=>/*#__PURE__*/ _jsx(InlineStatus, {
                         lead: row,
+                        statuses: leadStatusList.picklist,
                         onChange: (next)=>{
-                            if (next === 'unqualified') {
+                            if (next.status === 'unqualified') {
                                 setUnqualifying(row);
+                                setUnqualifyAs(next.label);
                                 return;
                             }
                             void writeLead(row, _extends({
-                                status: next
+                                status: next.status,
+                                statusLabel: next.label
                             }, Aglyn.crmLeadStatus(row) === 'unqualified' ? {
                                 unqualifiedReason: deleteField()
                             } : {}), 'Status updated');
@@ -553,6 +594,24 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                     return ((_row_tags = row.tags) != null ? _row_tags : []).join(', ');
                 }
             },
+            /*
+       * Salesforce's Industry and Rating (AGL-3513), optional: valued by
+       * the key their filters compare, drawn as the label the lead holds.
+       */ ...LEAD_PICKLIST_FILTERS.map((entry)=>({
+                    field: entry.column,
+                    headerName: entry.header,
+                    flex: 0.8,
+                    minWidth: 130,
+                    sortable: false,
+                    valueGetter: (_value, row)=>{
+                        var _Aglyn_crmPicklistKey;
+                        return (_Aglyn_crmPicklistKey = Aglyn.crmPicklistKey(row[entry.column])) != null ? _Aglyn_crmPicklistKey : '';
+                    },
+                    renderCell: ({ row })=>{
+                        var _row_entry_column;
+                        return String((_row_entry_column = row[entry.column]) != null ? _row_entry_column : '') || '—';
+                    }
+                })),
             // The campaigns the lead is filed under (AGL-3254), by name — the
             // ids are the storage.
             {
@@ -640,7 +699,10 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                                         path: mdiAccountCancelOutline.path,
                                         size: 0.8
                                     }),
-                                    onClick: ()=>setUnqualifying(row),
+                                    onClick: ()=>{
+                                        setUnqualifyAs(null);
+                                        setUnqualifying(row);
+                                    },
                                     disabled: !Aglyn.isCrmLeadOpen(row) || Boolean(row.convertedContactId),
                                     disabledReason: row.convertedContactId ? 'This lead was converted' : 'This lead is already closed'
                                 }
@@ -659,7 +721,8 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
         mount,
         campaignName,
         leadFields.active,
-        leadSourceList.picklist
+        leadSourceList.picklist,
+        leadStatusList.picklist
     ]);
     /*
    * The column and sort models are the view's (AGL-2617); the filterable
@@ -668,7 +731,7 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
         columns,
         filterOptions
     ]);
-    const grid = useCrmViewGrid(views, filterColumns);
+    const grid = useCrmViewGrid(views, filterColumns, LEAD_HIDDEN_COLUMNS);
     return /*#__PURE__*/ _jsxs(_Fragment, {
         children: [
             /*#__PURE__*/ _jsx(CardDisplay, {
@@ -682,15 +745,16 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                     // The record actions, top right and never clipped (AGL-3311).
                     action: /*#__PURE__*/ _jsxs(CrmListActions, {
                         children: [
-                            /*#__PURE__*/ _jsx(LeadImportButton, {
+                            /*#__PURE__*/ _jsx(CrmImportButton, {
+                                resource: CRM_LEADS_RESOURCE,
+                                noun: "leads",
                                 hostId: hostId,
-                                orgId: orgId
+                                mappingZone: "leads"
                             }),
-                            /*#__PURE__*/ _jsx(Button, {
-                                size: "small",
-                                onClick: handleExport,
-                                disabled: !rows.length,
-                                children: 'Export CSV'
+                            /*#__PURE__*/ _jsx(CrmExportButton, {
+                                resource: CRM_LEADS_RESOURCE,
+                                hostId: hostId,
+                                filter: exportFilter
                             }),
                             /*#__PURE__*/ _jsx(Button, {
                                 size: "small",
@@ -733,7 +797,6 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                             selected: selectedIds,
                             onSelectedChange: setSelectedIds,
                             roster: roster,
-                            csv: csvOptions,
                             orgId: orgId,
                             hostId: hostId,
                             org: org
@@ -808,7 +871,8 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                 onClose: ()=>setUnqualifying(null),
                 hostId: hostId != null ? hostId : null,
                 leadId: (_ref = unqualifying == null ? void 0 : unqualifying.leadId) != null ? _ref : '',
-                leadLabel: String((unqualifying == null ? void 0 : unqualifying['name']) || (unqualifying == null ? void 0 : unqualifying['email']) || '')
+                leadLabel: String((unqualifying == null ? void 0 : unqualifying['name']) || (unqualifying == null ? void 0 : unqualifying['email']) || ''),
+                statusLabel: unqualifyAs
             }),
             /*#__PURE__*/ _jsx(LeadConvertDialog, {
                 open: Boolean(converting),
@@ -832,7 +896,7 @@ CrmLeadsSection.displayName = 'CrmLeadsSection';
  * the route stamped it. The select stops its click from reaching the row, or
  * every status change would also open the record.
  */ function InlineStatus(props) {
-    const { lead, onChange } = props;
+    const { lead, statuses, onChange } = props;
     if (lead.convertedContactId) {
         return /*#__PURE__*/ _jsx(Box, {
             sx: {
@@ -841,11 +905,12 @@ CrmLeadsSection.displayName = 'CrmLeadsSection';
                 height: '100%'
             },
             children: /*#__PURE__*/ _jsx(LeadStatusChip, {
-                lead: lead
+                lead: lead,
+                statuses: statuses
             })
         });
     }
-    const status = Aglyn.crmLeadStatus(lead);
+    const choices = leadStatusChoices(statuses, lead);
     return /*#__PURE__*/ _jsx(Box, {
         onClick: (event)=>event.stopPropagation(),
         sx: {
@@ -854,36 +919,23 @@ CrmLeadsSection.displayName = 'CrmLeadsSection';
             height: '100%',
             width: '100%'
         },
-        children: /*#__PURE__*/ _jsxs(Select, {
+        children: /*#__PURE__*/ _jsx(Select, {
             size: "small",
             variant: "standard",
             disableUnderline: true,
-            value: status,
-            onChange: (event)=>onChange(event.target.value),
+            value: Aglyn.crmLeadStatusLabel(lead, statuses),
+            onChange: (event)=>{
+                const choice = choices.find((entry)=>entry.label === event.target.value);
+                if (choice) onChange(choice);
+            },
             renderValue: ()=>/*#__PURE__*/ _jsx(LeadStatusChip, {
-                    lead: lead
+                    lead: lead,
+                    statuses: statuses
                 }),
             sx: {
                 width: '100%'
             },
-            children: [
-                /*#__PURE__*/ _jsx(MenuItem, {
-                    value: "new",
-                    children: Aglyn.CRM_LEAD_STATUS_LABELS.new
-                }),
-                /*#__PURE__*/ _jsx(MenuItem, {
-                    value: "nurturing",
-                    children: Aglyn.CRM_LEAD_STATUS_LABELS.nurturing
-                }),
-                /*#__PURE__*/ _jsx(MenuItem, {
-                    value: "working",
-                    children: Aglyn.CRM_LEAD_STATUS_LABELS.working
-                }),
-                /*#__PURE__*/ _jsx(MenuItem, {
-                    value: "unqualified",
-                    children: `${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`
-                })
-            ]
+            children: leadStatusMenuItems(choices)
         })
     });
 }