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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/leads-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type {\n  ConsolePluginPageProps,\n  CrmLeadFields,\n  CrmViewFilterClause,\n  CrmLeadStatus,\n} from '@aglyn/aglyn'\nimport {\n  mdiAccountArrowRight,\n  mdiAccountCancelOutline,\n  mdiAccountConvertOutline,\n  mdiAccountTieOutline,\n} from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n  type OrgMemberOptions,\n  useOrgMemberOptions,\n} from '../hooks/use-org-member-options'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { scopeTokensForHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { customFieldColumns } from './contact-custom-columns'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport { useCrmFoldsScope, useCrmListQuery } from '../hooks/use-crm-list-query'\nimport CrmViewsControl from './crm-views-control'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport RowActionsMenu from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport ListQueryNotices from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n  Box,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  MenuItem,\n  Select,\n  Stack,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport {\n  deleteField,\n  doc,\n  serverTimestamp,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { leadPrimaryGroup } from '../model/contact-holder'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  LEAD_EMAIL_FILTER_OPTIONS,\n  LEAD_FILTER_CODECS,\n  LEAD_LIST_DECLARATION,\n  LEAD_LIST_FILTER_FIELDS,\n  LEAD_LIST_FILTER_HEADERS,\n  LEAD_SOURCE_FILTER_NONE,\n  LEAD_STATUS_FILTER_OPTIONS,\n  leadClausesForGrid,\n  LEAD_PREFIX_SEARCH,\n  leadClauseImpliesScope,\n  leadClausesToStore,\n  leadQueryClause,\n} from '../model/lead-filters'\nimport { crmAskClauses, crmQueryRefusals } from '../model/crm-list-query'\nimport {\n  type ListFilterOption,\n  listFilterGridColumns,\n} from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { type LeadCsvOptions, leadsCsv } from '../model/leads-csv'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport {\n  leadSourceLabel,\n  leadSources,\n  leadTimeLabel,\n} from './lead-history-card'\nimport { LeadImportButton } from './lead-import-drawer'\nimport NewLeadDrawer, { type NewLeadValues } from './new-lead-drawer'\nimport { useCrmApi } from './use-crm-api'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { CONVERT_PENDING_ERASURE_REASON } from './lead-properties-card'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { LeadStatusChip } from './lead-status-chip'\nimport { CrmShareChipView } from './record-sharing-card'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\nimport LeadSurfacesNote from './lead-surfaces-note'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport LeadsBulkBar from './leads-bulk-bar'\nimport OrgLeadSurfacesNote from './org-lead-surfaces-note'\n\n/**\n * One row of the list. `$id` keys the grid and `leadId` names the document,\n * and they are the same value at both levels (AGL-3275).\n *\n * `$id` used to be `{hostId}/{leadId}` at the organization level, because a\n * lead's id is a person key and the same person met by two sites was two\n * documents carrying it — so the id alone could not key a list that spanned\n * sites. One org collection ends that, and the row no longer carries a site\n * at all: which sites hold this person is `capturedByHostIds`, a fact about\n * the person rather than part of their address.\n */\ntype LeadRow = Record<string, unknown> &\n  CrmLeadFields & { $id: string; leadId: string }\n\n/**\n * `/crm/leads` — the people a site has met but not yet qualified (AGL-2608).\n *\n * A section of its own, the way Salesforce keeps Leads apart from Contacts:\n * a lead is a capture — a form, a booking, a sign-up — that somebody has\n * still to work, and it converts into a contact, a company and a deal when\n * it is real. Reads `orgs/{orgId}/leads` narrowed by `visibleTo` to the sites\n * this viewer may see (AGL-3275) — the same collection and the same clause at\n * both levels, which is what lets ONE listener serve a section that used to\n * open one per site — and pages it by a query that carries every filter and\n * the search word (AGL-3321; see `leadQueryClause`).\n *\n * Under a site the clause names that site; at the ORGANIZATION level an\n * org-wide member reads without one, since the rules short-circuit on\n * `isOrgWideMember()` and a clause would only narrow what they may already\n * read. The per-site notes — which of a site's forms file a lead — belong to\n * a site's own hub and are not drawn here.\n */\nexport function CrmLeadsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const router = useRouter()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, createHostId, consentGroup } = useCrmScope({ hostId, org })\n  // The viewing site's group: a row it sees only through a share is chipped\n  // with who shared it (AGL-3336). None at the organization level.\n  const viewingHostIds = consentGroup?.hostIds\n  const mount = useCrmOrgMount()\n  const roster = useOrgMemberOptions(orgId)\n  // The org's lead fields, for the optional columns below (AGL-3272).\n  const leadFields = useContactFieldDefinitions(orgId, 'lead')\n  // The org's lead source values (AGL-3298): the filter's menu and the\n  // column's sort order.\n  const leadSourceList = useLeadSourcePicklist(orgId)\n  const routes = crmRoutes(basePath ?? '')\n\n  /*\n   * Under a site: the ORG collection, narrowed to what this site may see\n   * (AGL-3275) by `visibleTo array-contains-any` over the site's own tokens.\n   * At the ORGANIZATION level an org-wide member reads with no scope clause,\n   * which is what `null` asks for.\n   */\n  const scopeTokens = useMemo(\n    () => (hostId ? scopeTokensForHost(hostId) : null),\n    [hostId],\n  )\n  const dataRoot = useMemo(\n    () => (orgId ? (['orgs', orgId] as const) : null),\n    [orgId],\n  )\n  const foldsScope = useCrmFoldsScope(orgId, scopeTokens)\n\n  /*\n   * What the list is narrowed by is the saved VIEW'S (AGL-2617), and the\n   * grid's own Filters panel and quick search edit it (AGL-3313): Status,\n   * Email, Owner, Lead source and Campaign are select columns of the grid.\n   * The clauses keep the shape the old dropdowns stored — see\n   * `leadClausesForGrid` — so no saved view of leads loses its filter.\n   */\n  const views = useCrmSavedView({\n    section: 'leads',\n    hostId,\n    org: props.org,\n    basePath: basePath ?? '',\n  })\n  const clauses = useMemo(\n    () => leadClausesForGrid(views.state.filters),\n    [views.state.filters],\n  )\n  const setClauses = useCallback(\n    (next: CrmViewFilterClause[]) => views.setFilters(leadClausesToStore(next)),\n    [views.setFilters],\n  )\n  const gridFilter = useListGridFilter({\n    clauses,\n    onChange: setClauses,\n    selectFields: ['status', 'emailState', 'ownerUid'],\n    codecs: LEAD_FILTER_CODECS,\n  })\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n  const campaignName = useCallback(\n    (id: string) =>\n      campaigns.options.find((option) => option.value === id)?.label ?? id,\n    [campaigns.options],\n  )\n  /*\n   * The choices each select column offers. A stored clause naming a value\n   * no longer listed — a retired campaign, a lead source since removed —\n   * stays a choice, so the panel can show it and clear it.\n   */\n  const filterOptions = useMemo<Record<string, ListFilterOption[]>>(() => {\n    const stale = (field: string, known: readonly { value: string }[]) =>\n      clauses\n        .filter((clause) => clause.field === field && clause.op !== 'isEmpty')\n        .flatMap((clause) => clause.value.split(','))\n        .map((value) => value.trim())\n        .filter((value) => value && !known.some((option) => option.value === value))\n        .map((value) => ({ value, label: value }))\n    const campaignOptions = campaigns.options.map((option) => ({\n      value: option.value,\n      label: option.label,\n    }))\n    // Salesforce's Lead Source (AGL-3298): every value the org keeps, inactive ones marked.\n    const sourceOptions = [\n      ...leadSourceList.picklist.values.map((value) => ({\n        value: value.label,\n        label: value.active ? value.label : `${value.label} (inactive)`,\n      })),\n      { value: LEAD_SOURCE_FILTER_NONE, label: 'No lead source' },\n    ]\n    return {\n      status: LEAD_STATUS_FILTER_OPTIONS,\n      emailState: LEAD_EMAIL_FILTER_OPTIONS,\n      ownerUid: roster.options.map((option) => ({\n        value: option.uid,\n        label: Aglyn.crmMemberPickerLabel(option),\n      })),\n      campaignIds: [...campaignOptions, ...stale('campaignIds', campaignOptions)],\n      leadSource: [...sourceOptions, ...stale('leadSource', sourceOptions)],\n    }\n  }, [clauses, campaigns.options, leadSourceList.picklist, roster.options])\n  /*\n   * Every clause and the search word on ONE query (AGL-3321): each stored\n   * clause asked through the field its writer keeps (`leadQueryClause`),\n   * paged by that query, and what one query cannot hold refused by name\n   * above the list — never matched over the rows a page happened to load.\n   */\n  const asked = useMemo(\n    () =>\n      crmAskClauses(clauses, (clause) =>\n        leadQueryClause(clause, { scopeTokens, foldsScope }),\n      ),\n    [clauses, scopeTokens, foldsScope],\n  )\n  const searchKey = gridFilter.searchWords.join(' ')\n  const paged = useCrmListQuery<Record<string, unknown> & CrmLeadFields & { $id: string }>({\n    scope: dataRoot,\n    collection: 'leads',\n    visibleTo: scopeTokens,\n    foldsScope,\n    declaration: LEAD_LIST_DECLARATION,\n    clauses: asked.clauses,\n    search: gridFilter.searchWords,\n    impliesScope: leadClauseImpliesScope,\n    prefixSearch: LEAD_PREFIX_SEARCH,\n  })\n  const status = paged.status\n  const rows = useMemo<LeadRow[]>(\n    () => paged.rows.map((row) => ({ ...row, leadId: row.$id })),\n    [paged.rows],\n  )\n  const refused = useMemo(\n    () =>\n      crmQueryRefusals(paged.plan, asked, {\n        fields: LEAD_LIST_FILTER_FIELDS,\n        headers: LEAD_LIST_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [paged.plan, asked, filterOptions],\n  )\n  /** The list as it opens — Open leads, nothing typed — whose emptiness is news. */\n  const opening =\n    !searchKey.trim() &&\n    clauses.length === 1 &&\n    clauses[0].field === 'status' &&\n    clauses[0].value === 'open'\n\n  /*\n   * The ticked rows, for the bulk bar (AGL-2662). Cleared when the filter or\n   * the search term changes: a selection made on the open leads is not a\n   * selection of the unqualified ones, and the bar's count would be over\n   * rows no longer listed.\n   */\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  useEffect(\n    () => setSelectedIds([]),\n    [views.state.filters, searchKey, paged.page],\n  )\n  // How the file names the owner and, at the org level, the site.\n  const csvOptions: LeadCsvOptions = useMemo(\n    () => ({\n      ownerEmail: roster.emailFor,\n      ...(hostId ? {} : { siteName: (id: string) => mount?.siteName(id) }),\n    }),\n    [roster.emailFor, hostId, mount],\n  )\n  // The page on screen; Export all on the bulk bar takes the whole list.\n  const handleExport = useCallback(() => {\n    downloadTextFile('leads.csv', 'text/csv', leadsCsv(rows, csvOptions))\n  }, [rows, csvOptions])\n\n  const [assigning, setAssigning] = useState<LeadRow | null>(null)\n  const [unqualifying, setUnqualifying] = useState<LeadRow | null>(null)\n  // The row whose conversion dialog is open (AGL-2641) — the same dialog\n  // the lead's page opens, fed the row so the list is one click shorter.\n  const [converting, setConverting] = useState<LeadRow | null>(null)\n\n  /*==========================================\n   * NEW LEAD (AGL-3231) — Salesforce's New Lead, in a drawer over the\n   * list. The route files the lead through the one lead door under the\n   * mounted site, or at the organization level under the site the drawer's\n   * picker named; the drawer holds its submit until one is known. It makes\n   * a lead and nothing else — the conversion is what makes the contact.\n   *=========================================*/\n  const crmApi = useCrmApi(createHostId)\n  const [createOpen, setCreateOpen] = useState(false)\n  const [createBusy, setCreateBusy] = useState(false)\n  const [createError, setCreateError] = useState<string | null>(null)\n  const handleCreate = useCallback(\n    async (values: NewLeadValues) => {\n      setCreateBusy(true)\n      setCreateError(null)\n      try {\n        const { response, payload } = await crmApi('leads-create', {\n          email: values.email,\n          ...(values.name ? { name: values.name } : {}),\n          ...(values.company ? { company: values.company } : {}),\n          ...(values.jobTitle ? { jobTitle: values.jobTitle } : {}),\n          ...(values.phone ? { phone: values.phone } : {}),\n          ...(values.website ? { website: values.website } : {}),\n          ...(values.leadSource ? { leadSource: values.leadSource } : {}),\n          ...(values.address ? { address: values.address } : {}),\n          ...(values.tags.length ? { tags: values.tags } : {}),\n          ...(values.campaignIds.length\n            ? { campaignIds: values.campaignIds }\n            : {}),\n          ...(values.ownerUid ? { ownerUid: values.ownerUid } : {}),\n          ...(values.notes ? { notes: values.notes } : {}),\n          // The org's own lead fields (AGL-3272), sent only when one was\n          // filled — the route reads the definitions to judge the map, and\n          // a body without it pays for no read.\n          ...(values.custom ? { custom: values.custom } : {}),\n          status: values.status,\n        })\n        if (!response.ok) {\n          // The route's own sentence, shown above the form unchanged.\n          setCreateError(\n            String(payload['error'] ?? 'The lead could not be added.'),\n          )\n          return\n        }\n        // The activity entry is the route's: it verified the caller and\n        // performed the write.\n        enqueueSnackbar(\n          payload['created']\n            ? 'Lead added'\n            : 'This site already held a lead for that address — it was updated',\n          { variant: 'success', persist: false },\n        )\n        setCreateOpen(false)\n      } catch (error) {\n        console.error(error)\n        setCreateError('The lead could not be added.')\n      } finally {\n        setCreateBusy(false)\n      }\n    },\n    [crmApi, enqueueSnackbar],\n  )\n\n  // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const writeLead = useCallback(\n    async (lead: LeadRow, fields: Record<string, unknown>, done: string) => {\n      if (!orgId) {\n        enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n          variant: 'warning',\n          persist: false,\n        })\n        return\n      }\n      try {\n        await updateDoc(\n          doc(firestore, 'orgs', orgId, 'leads', lead.leadId),\n          {\n            ...fields,\n            updatedAt: serverTimestamp(),\n          },\n        )\n        followUpSharing('leads', [lead.leadId])\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error\n            ? error.message\n            : 'The lead could not be updated.',\n          { variant: 'error' },\n        )\n      }\n    },\n    [firestore, enqueueSnackbar, followUpSharing],\n  )\n\n  const columns = useMemo<GridColDef[]>(\n    () => [\n      {\n        field: 'name',\n        headerName: 'Lead',\n        flex: 1.4,\n        minWidth: 160,\n        valueGetter: (_value, row: LeadRow) =>\n          String(row['name'] || row['email'] || ''),\n        renderCell: ({ row }: { row: LeadRow }) => (\n          <Stack\n            spacing={0}\n            sx={{ minWidth: 0, justifyContent: 'center', height: '100%' }}\n          >\n            <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center', minWidth: 0 }}>\n              <Typography variant=\"body2\" noWrap>\n                {String(row['name'] || row['email'] || row.$id)}\n              </Typography>\n              <CrmShareChipView chip={crmShareChipFor(row, viewingHostIds ?? [])} org={org} />\n            </Stack>\n            {row['name'] ? (\n              <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n                {String(row['email'] ?? '')}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      // The lead's own profile (AGL-3231): the two facts a work queue is\n      // scanned by, beside the person.\n      {\n        field: 'company',\n        headerName: 'Company',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) => String(row.company ?? ''),\n      },\n      {\n        field: 'jobTitle',\n        headerName: 'Title',\n        flex: 0.9,\n        minWidth: 130,\n        valueGetter: (_value, row: LeadRow) => String(row.jobTitle ?? ''),\n      },\n      {\n        field: 'status',\n        headerName: 'Status',\n        flex: 0.9,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => Aglyn.crmLeadStatus(row),\n        renderCell: ({ row }: { row: LeadRow }) => (\n          <InlineStatus\n            lead={row}\n            onChange={(next) => {\n              if (next === 'unqualified') {\n                setUnqualifying(row)\n                return\n              }\n              void writeLead(\n                row,\n                {\n                  status: next,\n                  ...(Aglyn.crmLeadStatus(row) === 'unqualified'\n                    ? { unqualifiedReason: deleteField() }\n                    : {}),\n                },\n                'Status updated',\n              )\n            }}\n          />\n        ),\n      },\n      {\n        /*\n         * The verdict on the address (AGL-3245): the chip the lead's page\n         * carries, so a bounced lead is told apart in the queue it is worked\n         * from; its label for the sort and the export.\n         */\n        field: 'emailState',\n        headerName: 'Email',\n        flex: 0.9,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? Aglyn.EMAIL_STATE_LABELS[state.status] : ''\n        },\n        renderCell: ({ row }: { row: LeadRow }) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? (\n            <CrmEmailStateChip state={state} />\n          ) : (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          )\n        },\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) =>\n          row.ownerUid ? roster.labelFor(row.ownerUid) : 'Unassigned',\n      },\n      // Only at the organization level, where a row can be any site's.\n      ...(hostId\n        ? []\n        : [\n            {\n              field: 'hostId',\n              headerName: 'Site',\n              flex: 0.9,\n              minWidth: 140,\n              /*\n               * KNOWN BY, not \"the site\" (AGL-3275). A lead is one org row\n               * and several sites in a consent group can hold the same\n               * person, so this names every site that captured them — the\n               * answer the Contacts list has always given in its own column.\n               */\n              valueGetter: (_value: unknown, row: LeadRow) => {\n                const held = Array.isArray(row['capturedByHostIds'])\n                  ? (row['capturedByHostIds'] as string[])\n                  : []\n                return held.map((id) => mount?.siteName(id) ?? id).join(', ')\n              },\n            } satisfies GridColDef,\n          ]),\n      {\n        field: 'sources',\n        headerName: 'Source',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) =>\n          leadSources(row).map(leadSourceLabel).join(', '),\n      },\n      /*\n       * Salesforce's Lead Source (AGL-3298), beside the surfaces that\n       * captured the person. Sorted in the order the org keeps its values,\n       * as a picklist sorts, with a value the list does not hold after\n       * every listed one and a lead with none last.\n       */\n      {\n        field: 'leadSource',\n        headerName: 'Lead source',\n        flex: 1,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => String(row.leadSource ?? ''),\n        sortComparator: (a: unknown, b: unknown) =>\n          Aglyn.crmPicklistRank(leadSourceList.picklist, a) -\n            Aglyn.crmPicklistRank(leadSourceList.picklist, b) ||\n          String(a ?? '').localeCompare(String(b ?? '')),\n      } satisfies GridColDef,\n      {\n        field: 'tags',\n        headerName: 'Tags',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) => (row.tags ?? []).join(', '),\n      },\n      // The campaigns the lead is filed under (AGL-3254), by name — the\n      // ids are the storage.\n      {\n        field: 'campaignIds',\n        headerName: 'Campaign',\n        flex: 1,\n        minWidth: 150,\n        valueGetter: (_value: unknown, row: LeadRow) =>\n          Aglyn.readContainerIds(row, 'campaign').map(campaignName).join(', '),\n      } satisfies GridColDef,\n      {\n        field: 'lastSeenAtMs',\n        headerName: 'Last seen',\n        flex: 0.9,\n        minWidth: 160,\n        valueGetter: (_value, row: LeadRow) =>\n          leadTimeLabel(row['lastSeenAtMs'] ?? row['createdAt']),\n      },\n      // The org's lead fields as optional columns (AGL-3272), read off the\n      // row's own `custom` map the way the contacts list reads its own.\n      // Ahead of the row menu, so the overflow stays at the right edge\n      // however many fields the org has defined.\n      ...customFieldColumns(leadFields.active),\n      {\n        field: 'actions',\n        headerName: '',\n        width: 56,\n        sortable: false,\n        filterable: false,\n        disableColumnMenu: true,\n        renderCell: ({ row }: { row: LeadRow }) => {\n          /*\n           * Why Convert is refused, in the order the lead's page refuses it:\n           * a converted lead has its contact already, a closed one was\n           * judged not real, and a person with an erasure pending must not\n           * be captured again — a conversion is a capture (AGL-2623).\n           */\n          const converted = Boolean(row.convertedContactId)\n          const erasurePending = Aglyn.readErasureRequestedAtMs(row) !== null\n          const convertRefusal = converted\n            ? 'This lead was converted'\n            : !Aglyn.isCrmLeadOpen(row)\n              ? 'This lead was unqualified'\n              : erasurePending\n                ? CONVERT_PENDING_ERASURE_REASON\n                : null\n          return (\n            <Box\n              onClick={(event) => event.stopPropagation()}\n              sx={{ display: 'flex', alignItems: 'center', height: '100%' }}\n            >\n              <RowActionsMenu\n                label={String(row['email'] ?? row.$id)}\n                items={[\n                  {\n                    key: 'open',\n                    label: 'Open lead',\n                    icon: (\n                      <MdiIcon path={mdiAccountArrowRight.path} size={0.8} />\n                    ),\n                    href: routes.lead(row.leadId),\n                  },\n                  {\n                    key: 'convert',\n                    label: 'Convert…',\n                    icon: (\n                      <MdiIcon\n                        path={mdiAccountConvertOutline.path}\n                        size={0.8}\n                      />\n                    ),\n                    onClick: () => setConverting(row),\n                    disabled: convertRefusal !== null,\n                    disabledReason: convertRefusal ?? undefined,\n                  },\n                  {\n                    key: 'assign',\n                    label: 'Assign owner',\n                    icon: (\n                      <MdiIcon path={mdiAccountTieOutline.path} size={0.8} />\n                    ),\n                    onClick: () => setAssigning(row),\n                  },\n                  {\n                    key: 'unqualify',\n                    label: 'Unqualify',\n                    icon: (\n                      <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />\n                    ),\n                    onClick: () => setUnqualifying(row),\n                    disabled:\n                      !Aglyn.isCrmLeadOpen(row) ||\n                      Boolean(row.convertedContactId),\n                    disabledReason: row.convertedContactId\n                      ? 'This lead was converted'\n                      : 'This lead is already closed',\n                  },\n                ]}\n              />\n            </Box>\n          )\n        },\n      },\n    ],\n    [\n      roster,\n      routes,\n      writeLead,\n      hostId,\n      viewingHostIds,\n      org,\n      mount,\n      campaignName,\n      leadFields.active,\n      leadSourceList.picklist,\n    ],\n  )\n  /*\n   * The column and sort models are the view's (AGL-2617); the filterable\n   * columns are the declared fields, as selects over their choices (AGL-3313).\n   */\n  const filterColumns = useMemo(\n    () =>\n      listFilterGridColumns(columns, LEAD_LIST_FILTER_FIELDS, filterOptions, LEAD_LIST_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const grid = useCrmViewGrid(views, filterColumns)\n\n  return (\n    <>\n      <CardDisplay\n        header={'Leads'}\n        help={Aglyn.pluginDocsHelp('crmLeads', {\n          anchor: '#filter-the-leads',\n        })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          // The record actions, top right and never clipped (AGL-3311).\n          action: (\n            <CrmListActions>\n              <LeadImportButton hostId={hostId} orgId={orgId} />\n              <Button size=\"small\" onClick={handleExport} disabled={!rows.length}>\n                {'Export CSV'}\n              </Button>\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                onClick={() => setCreateOpen(true)}\n              >\n                {'New lead'}\n              </Button>\n            </CrmListActions>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          {/* Which surfaces file a lead, by name (AGL-2612) — under a site its own, at the org level every site's (AGL-2638). */}\n          {hostId ? (\n            <LeadSurfacesNote hostId={hostId} />\n          ) : (\n            <OrgLeadSurfacesNote />\n          )}\n          {/*\n            The saved view, and every clause it is narrowed by as a chip\n            (AGL-3313). The clauses are set in the grid's own Filters panel;\n            the chips show the whole set, which that panel shows one of.\n          */}\n          <CrmListToolbar label=\"Lead filters\">\n            <CrmViewsControl controller={views} allLabel=\"All leads\" />\n            <ListFilterChips\n              fields={LEAD_LIST_FILTER_FIELDS}\n              headers={LEAD_LIST_FILTER_HEADERS}\n              clauses={clauses}\n              onChange={setClauses}\n              options={filterOptions}\n              marksServed={false}\n            />\n          </CrmListToolbar>\n          <ListQueryNotices refused={refused} notices={paged.plan.notices} />\n          <LeadsBulkBar\n            rows={rows}\n            selected={selectedIds}\n            onSelectedChange={setSelectedIds}\n            roster={roster}\n            csv={csvOptions}\n            orgId={orgId}\n            hostId={hostId}\n            org={org as Record<string, unknown> | undefined}\n          />\n          <CrmColumnOrderProvider value={grid.columnOrder}>\n            <ListTable\n              rows={rows}\n              columns={grid.columns}\n              slots={CRM_LIST_SLOTS}\n              selectable={{\n                selected: selectedIds,\n                onChange: setSelectedIds,\n              }}\n              loading={status === 'loading'}\n              onOpen={(_id, row: LeadRow) => router.push(routes.lead(row.leadId))}\n              // Columns are the view's, controlled (AGL-2617). The query\n              // orders the list — newest seen first — so the grid sorts\n              // nothing itself: a sort over one page would reorder that page.\n              columnVisibilityModel={grid.columnVisibilityModel}\n              onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n              sortingMode=\"server\"\n              disableColumnSorting\n              // The panel and the search are the grid's; the query answers\n              // both (AGL-3321).\n              filterMode=\"server\"\n              filterModel={gridFilter.filterModel}\n              onFilterModelChange={gridFilter.onFilterModelChange}\n              quickFilter\n              noRowsLabel={opening ? 'No open leads' : 'No leads match these filters'}\n              noRowsDescription={\n                opening\n                  ? 'Bookings and lead-routed forms on your site become leads on their own — or add one with New lead, or bring a list in with Import CSV.'\n                  : undefined\n              }\n              // Paged by the footer below, so the grid must not also slice.\n              hideFooter\n            />\n          </CrmColumnOrderProvider>\n          <ListPagination\n            page={paged.page}\n            pageSize={paged.pageSize}\n            rowCount={rows.length}\n            hasMore={paged.hasMore}\n            onPageChange={paged.setPage}\n            onPageSizeChange={paged.setPageSize}\n          />\n        </Stack>\n      </CardDisplay>\n      <NewLeadDrawer\n        open={createOpen}\n        onClose={() => setCreateOpen(false)}\n        hostId={hostId ?? null}\n        org={org as Record<string, unknown> | undefined}\n        busy={createBusy}\n        error={createError}\n        roster={roster}\n        orgId={orgId}\n        onSubmit={(values) => void handleCreate(values)}\n      />\n      <AssignOwnerDialog\n        lead={assigning}\n        roster={roster}\n        onClose={() => setAssigning(null)}\n        onAssign={(uid) => {\n          if (!assigning) return\n          void writeLead(\n            assigning,\n            { ownerUid: uid || deleteField() },\n            uid ? 'Owner assigned' : 'Owner cleared',\n          )\n          setAssigning(null)\n        }}\n      />\n      <LeadUnqualifyDialog\n        open={Boolean(unqualifying)}\n        onClose={() => setUnqualifying(null)}\n        hostId={hostId ?? null}\n        leadId={unqualifying?.leadId ?? ''}\n        leadLabel={String(\n          unqualifying?.['name'] || unqualifying?.['email'] || '',\n        )}\n      />\n      {/* The site the conversion is filed as (AGL-2641), which since\n          AGL-3275 is the first site that captured this person rather than\n          \"the site the row lives under\" — a lead shared by a consent group\n          lives under none of them in particular. Under a site the mounted\n          one is used, and the two agree for every single-brand org. */}\n      <LeadConvertDialog\n        open={Boolean(converting)}\n        onClose={() => setConverting(null)}\n        hostId={\n          hostId ??\n          (leadPrimaryGroup(converting, org as Record<string, unknown>).hostId || null)\n        }\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={converting?.leadId ?? ''}\n        lead={converting ?? {}}\n        basePath={basePath ?? ''}\n        roster={roster}\n      />\n    </>\n  )\n}\nCrmLeadsSection.displayName = 'CrmLeadsSection'\n\n/**\n * The status, editable in place for a lead that is still open.\n *\n * A converted lead shows the chip alone: its status IS the conversion, and\n * the route stamped it. The select stops its click from reaching the row, or\n * every status change would also open the record.\n */\nfunction InlineStatus(props: {\n  lead: LeadRow\n  onChange: (next: CrmLeadStatus) => void\n}) {\n  const { lead, onChange } = props\n  if (lead.convertedContactId) {\n    return (\n      <Box sx={{ display: 'flex', alignItems: 'center', height: '100%' }}>\n        <LeadStatusChip lead={lead} />\n      </Box>\n    )\n  }\n  const status = Aglyn.crmLeadStatus(lead)\n  return (\n    <Box\n      onClick={(event) => event.stopPropagation()}\n      sx={{\n        display: 'flex',\n        alignItems: 'center',\n        height: '100%',\n        width: '100%',\n      }}\n    >\n      <Select\n        size=\"small\"\n        variant=\"standard\"\n        disableUnderline\n        value={status}\n        onChange={(event) => onChange(event.target.value as CrmLeadStatus)}\n        renderValue={() => <LeadStatusChip lead={lead} />}\n        sx={{ width: '100%' }}\n      >\n        <MenuItem value=\"new\">{Aglyn.CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n        <MenuItem value=\"nurturing\">\n          {Aglyn.CRM_LEAD_STATUS_LABELS.nurturing}\n        </MenuItem>\n        <MenuItem value=\"working\">\n          {Aglyn.CRM_LEAD_STATUS_LABELS.working}\n        </MenuItem>\n        <MenuItem value=\"unqualified\">{`${Aglyn.CRM_LEAD_STATUS_LABELS.unqualified}…`}</MenuItem>\n      </Select>\n    </Box>\n  )\n}\nInlineStatus.displayName = 'InlineStatus'\n\n/** Hand a lead to a team member. */\nfunction AssignOwnerDialog(props: {\n  lead: LeadRow | null\n  roster: OrgMemberOptions\n  onClose: () => void\n  onAssign: (uid: string) => void\n}) {\n  const { lead, roster, onClose, onAssign } = props\n  const [uid, setUid] = useState<string | null>(null)\n  const current = uid ?? String(lead?.ownerUid ?? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/leads-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type {\n  ConsolePluginPageProps,\n  CrmLeadFields,\n  CrmViewFilterClause,\n} from '@aglyn/aglyn'\nimport {\n  mdiAccountArrowRight,\n  mdiAccountCancelOutline,\n  mdiAccountConvertOutline,\n  mdiAccountTieOutline,\n} from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n  type OrgMemberOptions,\n  useOrgMemberOptions,\n} from '../hooks/use-org-member-options'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { scopeTokensForHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { customFieldColumns } from './contact-custom-columns'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport { useCrmFoldsScope, useCrmListQuery } from '../hooks/use-crm-list-query'\nimport CrmViewsControl from './crm-views-control'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport RowActionsMenu from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport ListQueryNotices from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n  Box,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  Select,\n  Stack,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport {\n  deleteField,\n  doc,\n  serverTimestamp,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { leadPrimaryGroup } from '../model/contact-holder'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  LEAD_EMAIL_FILTER_OPTIONS,\n  LEAD_FILTER_CODECS,\n  LEAD_LIST_DECLARATION,\n  LEAD_LIST_FILTER_FIELDS,\n  LEAD_LIST_FILTER_HEADERS,\n  LEAD_PICKLIST_FILTERS,\n  LEAD_SOURCE_DIRECTION_FILTER_OPTIONS,\n  LEAD_SOURCE_FILTER_NONE,\n  leadClausesForGrid,\n  leadStatusFilterOptions,\n  LEAD_PREFIX_SEARCH,\n  leadClauseImpliesScope,\n  leadClausesToStore,\n  leadQueryClause,\n} from '../model/lead-filters'\nimport { crmAskClauses, crmQueryRefusals } from '../model/crm-list-query'\nimport {\n  type ListFilterOption,\n  listFilterGridColumns,\n} from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { useLeadStatusPicklist } from '../hooks/use-lead-status-picklist'\nimport { useLeadPicklists } from '../hooks/use-lead-picklists'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport {\n  leadSourceLabel,\n  leadSources,\n  leadTimeLabel,\n} from './lead-history-card'\nimport { CrmExportButton, CrmImportButton } from './crm-transfer-buttons'\nimport { CRM_LEADS_RESOURCE } from '../transfer/fields'\nimport NewLeadDrawer, { type NewLeadValues } from './new-lead-drawer'\nimport { useCrmApi } from './use-crm-api'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { CONVERT_PENDING_ERASURE_REASON } from './lead-properties-card'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { LeadStatusChip } from './lead-status-chip'\nimport { type LeadStatusChoice, leadStatusChoices, leadStatusMenuItems } from './lead-status-options'\nimport { CrmShareChipView } from './record-sharing-card'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\nimport LeadSurfacesNote from './lead-surfaces-note'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport LeadsBulkBar from './leads-bulk-bar'\nimport OrgLeadSurfacesNote from './org-lead-surfaces-note'\n\n/**\n * One row of the list. `$id` keys the grid and `leadId` names the document,\n * and they are the same value at both levels (AGL-3275).\n *\n * `$id` used to be `{hostId}/{leadId}` at the organization level, because a\n * lead's id is a person key and the same person met by two sites was two\n * documents carrying it — so the id alone could not key a list that spanned\n * sites. One org collection ends that, and the row no longer carries a site\n * at all: which sites hold this person is `capturedByHostIds`, a fact about\n * the person rather than part of their address.\n */\ntype LeadRow = Record<string, unknown> &\n  CrmLeadFields & { $id: string; leadId: string }\n\n/** Salesforce's Industry and Rating columns (AGL-3513), off until a reader turns one on. */\nconst LEAD_HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = {\n  industry: false,\n  rating: false,\n}\n\n/**\n * `/crm/leads` — the people a site has met but not yet qualified (AGL-2608).\n *\n * A section of its own, the way Salesforce keeps Leads apart from Contacts:\n * a lead is a capture — a form, a booking, a sign-up — that somebody has\n * still to work, and it converts into a contact, a company and a deal when\n * it is real. Reads `orgs/{orgId}/leads` narrowed by `visibleTo` to the sites\n * this viewer may see (AGL-3275) — the same collection and the same clause at\n * both levels, which is what lets ONE listener serve a section that used to\n * open one per site — and pages it by a query that carries every filter and\n * the search word (AGL-3321; see `leadQueryClause`).\n *\n * Under a site the clause names that site; at the ORGANIZATION level an\n * org-wide member reads without one, since the rules short-circuit on\n * `isOrgWideMember()` and a clause would only narrow what they may already\n * read. The per-site notes — which of a site's forms file a lead — belong to\n * a site's own hub and are not drawn here.\n */\nexport function CrmLeadsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const router = useRouter()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, createHostId, consentGroup } = useCrmScope({ hostId, org })\n  // The viewing site's group: a row it sees only through a share is chipped\n  // with who shared it (AGL-3336). None at the organization level.\n  const viewingHostIds = consentGroup?.hostIds\n  const mount = useCrmOrgMount()\n  const roster = useOrgMemberOptions(orgId)\n  // The org's lead fields, for the optional columns below (AGL-3272).\n  const leadFields = useContactFieldDefinitions(orgId, 'lead')\n  // The org's lead source values (AGL-3298): the filter's menu and the\n  // column's sort order.\n  const leadSourceList = useLeadSourcePicklist(orgId)\n  // The org's lead status values (AGL-3512): the chips' words, the inline\n  // select's choices and the Status filter's names.\n  const leadStatusList = useLeadStatusPicklist(orgId)\n  // The org's Industry and Rating lists (AGL-3513): their filters' choices.\n  const leadPicklists = useLeadPicklists(orgId)\n  const routes = crmRoutes(basePath ?? '')\n\n  /*\n   * Under a site: the ORG collection, narrowed to what this site may see\n   * (AGL-3275) by `visibleTo array-contains-any` over the site's own tokens.\n   * At the ORGANIZATION level an org-wide member reads with no scope clause,\n   * which is what `null` asks for.\n   */\n  const scopeTokens = useMemo(\n    () => (hostId ? scopeTokensForHost(hostId) : null),\n    [hostId],\n  )\n  const dataRoot = useMemo(\n    () => (orgId ? (['orgs', orgId] as const) : null),\n    [orgId],\n  )\n  const foldsScope = useCrmFoldsScope(orgId, scopeTokens)\n\n  /*\n   * What the list is narrowed by is the saved VIEW'S (AGL-2617), and the\n   * grid's own Filters panel and quick search edit it (AGL-3313): Status,\n   * Email, Owner, Lead source and Campaign are select columns of the grid.\n   * The clauses keep the shape the old dropdowns stored — see\n   * `leadClausesForGrid` — so no saved view of leads loses its filter.\n   */\n  const views = useCrmSavedView({\n    section: 'leads',\n    hostId,\n    org: props.org,\n    basePath: basePath ?? '',\n  })\n  const clauses = useMemo(\n    () => leadClausesForGrid(views.state.filters),\n    [views.state.filters],\n  )\n  const setClauses = useCallback(\n    (next: CrmViewFilterClause[]) => views.setFilters(leadClausesToStore(next)),\n    [views.setFilters],\n  )\n  const gridFilter = useListGridFilter({\n    clauses,\n    onChange: setClauses,\n    selectFields: [\n      'status',\n      'emailState',\n      'ownerUid',\n      'leadSourceDirection',\n      ...LEAD_PICKLIST_FILTERS.map((entry) => entry.column),\n    ],\n    codecs: LEAD_FILTER_CODECS,\n  })\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n  const campaignName = useCallback(\n    (id: string) =>\n      campaigns.options.find((option) => option.value === id)?.label ?? id,\n    [campaigns.options],\n  )\n  /*\n   * The choices each select column offers. A stored clause naming a value\n   * no longer listed — a retired campaign, a lead source since removed —\n   * stays a choice, so the panel can show it and clear it.\n   */\n  const filterOptions = useMemo<Record<string, ListFilterOption[]>>(() => {\n    const stale = (field: string, known: readonly { value: string }[]) =>\n      clauses\n        .filter((clause) => clause.field === field && clause.op !== 'isEmpty')\n        .flatMap((clause) => clause.value.split(','))\n        .map((value) => value.trim())\n        .filter((value) => value && !known.some((option) => option.value === value))\n        .map((value) => ({ value, label: value }))\n    const campaignOptions = campaigns.options.map((option) => ({\n      value: option.value,\n      label: option.label,\n    }))\n    // Salesforce's Lead Source (AGL-3298): every value the org keeps, inactive ones marked.\n    const sourceOptions = [\n      ...leadSourceList.picklist.values.map((value) => ({\n        value: value.label,\n        label: value.active ? value.label : `${value.label} (inactive)`,\n      })),\n      { value: LEAD_SOURCE_FILTER_NONE, label: 'No lead source' },\n    ]\n    /*\n     * Industry and Rating (AGL-3513): every value the org keeps, valued by\n     * the key the query compares and captioned by the label, inactive ones\n     * marked — the Companies list's choices.\n     */\n    const picklistOptions = Object.fromEntries(\n      LEAD_PICKLIST_FILTERS.map((entry) => {\n        const known = (leadPicklists.lists[entry.picklistId]?.values ?? []).flatMap((value) => {\n          const key = Aglyn.crmPicklistKey(value.label)\n          return key\n            ? [{ value: key, label: value.active ? value.label : `${value.label} (inactive)` }]\n            : []\n        })\n        return [entry.column, [...known, ...stale(entry.column, known)]]\n      }),\n    )\n    return {\n      ...picklistOptions,\n      status: leadStatusFilterOptions(leadStatusList.picklist),\n      emailState: LEAD_EMAIL_FILTER_OPTIONS,\n      ownerUid: roster.options.map((option) => ({\n        value: option.uid,\n        label: Aglyn.crmMemberPickerLabel(option),\n      })),\n      campaignIds: [...campaignOptions, ...stale('campaignIds', campaignOptions)],\n      leadSource: [...sourceOptions, ...stale('leadSource', sourceOptions)],\n      // The picklist's groups (AGL-3511): Inbound and Outbound.\n      leadSourceDirection: LEAD_SOURCE_DIRECTION_FILTER_OPTIONS,\n    }\n  }, [\n    clauses,\n    campaigns.options,\n    leadSourceList.picklist,\n    leadStatusList.picklist,\n    leadPicklists.lists,\n    roster.options,\n  ])\n  /*\n   * Every clause and the search word on ONE query (AGL-3321): each stored\n   * clause asked through the field its writer keeps (`leadQueryClause`),\n   * paged by that query, and what one query cannot hold refused by name\n   * above the list — never matched over the rows a page happened to load.\n   */\n  const asked = useMemo(\n    () =>\n      crmAskClauses(clauses, (clause) =>\n        leadQueryClause(clause, {\n          scopeTokens,\n          foldsScope,\n          // A direction is expanded through the org's own groups (AGL-3511).\n          leadSources: leadSourceList.picklist,\n        }),\n      ),\n    [clauses, scopeTokens, foldsScope, leadSourceList.picklist],\n  )\n  const searchKey = gridFilter.searchWords.join(' ')\n  const paged = useCrmListQuery<Record<string, unknown> & CrmLeadFields & { $id: string }>({\n    scope: dataRoot,\n    collection: 'leads',\n    visibleTo: scopeTokens,\n    foldsScope,\n    declaration: LEAD_LIST_DECLARATION,\n    clauses: asked.clauses,\n    search: gridFilter.searchWords,\n    impliesScope: leadClauseImpliesScope,\n    prefixSearch: LEAD_PREFIX_SEARCH,\n  })\n  const status = paged.status\n  const rows = useMemo<LeadRow[]>(\n    () => paged.rows.map((row) => ({ ...row, leadId: row.$id })),\n    [paged.rows],\n  )\n  const refused = useMemo(\n    () =>\n      crmQueryRefusals(paged.plan, asked, {\n        fields: LEAD_LIST_FILTER_FIELDS,\n        headers: LEAD_LIST_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [paged.plan, asked, filterOptions],\n  )\n  /** The list as it opens — Open leads, nothing typed — whose emptiness is news. */\n  const opening =\n    !searchKey.trim() &&\n    clauses.length === 1 &&\n    clauses[0].field === 'status' &&\n    clauses[0].value === 'open'\n\n  /*\n   * The ticked rows, for the bulk bar (AGL-2662). Cleared when the filter or\n   * the search term changes: a selection made on the open leads is not a\n   * selection of the unqualified ones, and the bar's count would be over\n   * rows no longer listed.\n   */\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  useEffect(\n    () => setSelectedIds([]),\n    [views.state.filters, searchKey, paged.page],\n  )\n\n  // The list's filter, when one narrows it, for the export to read the same\n  // records the list does (AGL-3528).\n  const exportFilter = useMemo(\n    () => (paged.plan.served.length || paged.plan.searched ? { label: 'what the list shows', plan: paged.plan } : null),\n    [paged.plan],\n  )\n\n  const [assigning, setAssigning] = useState<LeadRow | null>(null)\n  const [unqualifying, setUnqualifying] = useState<LeadRow | null>(null)\n  // The Unqualified value the row's select picked (AGL-3512).\n  const [unqualifyAs, setUnqualifyAs] = useState<string | null>(null)\n  // The row whose conversion dialog is open (AGL-2641) — the same dialog\n  // the lead's page opens, fed the row so the list is one click shorter.\n  const [converting, setConverting] = useState<LeadRow | null>(null)\n\n  /*==========================================\n   * NEW LEAD (AGL-3231) — Salesforce's New Lead, in a drawer over the\n   * list. The route files the lead through the one lead door under the\n   * mounted site, or at the organization level under the site the drawer's\n   * picker named; the drawer holds its submit until one is known. It makes\n   * a lead and nothing else — the conversion is what makes the contact.\n   *=========================================*/\n  const crmApi = useCrmApi(createHostId)\n  const [createOpen, setCreateOpen] = useState(false)\n  const [createBusy, setCreateBusy] = useState(false)\n  const [createError, setCreateError] = useState<string | null>(null)\n  const handleCreate = useCallback(\n    async (values: NewLeadValues) => {\n      setCreateBusy(true)\n      setCreateError(null)\n      try {\n        const { response, payload } = await crmApi('leads-create', {\n          email: values.email,\n          ...(values.name ? { name: values.name } : {}),\n          ...(values.company ? { company: values.company } : {}),\n          ...(values.jobTitle ? { jobTitle: values.jobTitle } : {}),\n          ...(values.phone ? { phone: values.phone } : {}),\n          ...(values.website ? { website: values.website } : {}),\n          ...(values.leadSource ? { leadSource: values.leadSource } : {}),\n          ...(values.address ? { address: values.address } : {}),\n          ...(values.tags.length ? { tags: values.tags } : {}),\n          ...(values.campaignIds.length\n            ? { campaignIds: values.campaignIds }\n            : {}),\n          ...(values.ownerUid ? { ownerUid: values.ownerUid } : {}),\n          ...(values.notes ? { notes: values.notes } : {}),\n          // The org's own lead fields (AGL-3272), sent only when one was\n          // filled — the route reads the definitions to judge the map, and\n          // a body without it pays for no read.\n          ...(values.custom ? { custom: values.custom } : {}),\n          // Salesforce's standard lead fields (AGL-3513), the filled ones.\n          ...values.standard,\n          status: values.status,\n        })\n        if (!response.ok) {\n          // The route's own sentence, shown above the form unchanged.\n          setCreateError(\n            String(payload['error'] ?? 'The lead could not be added.'),\n          )\n          return\n        }\n        // The activity entry is the route's: it verified the caller and\n        // performed the write.\n        enqueueSnackbar(\n          payload['created']\n            ? 'Lead added'\n            : 'This site already held a lead for that address — it was updated',\n          { variant: 'success', persist: false },\n        )\n        setCreateOpen(false)\n      } catch (error) {\n        console.error(error)\n        setCreateError('The lead could not be added.')\n      } finally {\n        setCreateBusy(false)\n      }\n    },\n    [crmApi, enqueueSnackbar],\n  )\n\n  // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const writeLead = useCallback(\n    async (lead: LeadRow, fields: Record<string, unknown>, done: string) => {\n      if (!orgId) {\n        enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n          variant: 'warning',\n          persist: false,\n        })\n        return\n      }\n      try {\n        await updateDoc(\n          doc(firestore, 'orgs', orgId, 'leads', lead.leadId),\n          {\n            ...fields,\n            updatedAt: serverTimestamp(),\n          },\n        )\n        followUpSharing('leads', [lead.leadId])\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error\n            ? error.message\n            : 'The lead could not be updated.',\n          { variant: 'error' },\n        )\n      }\n    },\n    [firestore, enqueueSnackbar, followUpSharing],\n  )\n\n  const columns = useMemo<GridColDef[]>(\n    () => [\n      {\n        field: 'name',\n        headerName: 'Lead',\n        flex: 1.4,\n        minWidth: 160,\n        valueGetter: (_value, row: LeadRow) =>\n          String(row['name'] || row['email'] || ''),\n        renderCell: ({ row }: { row: LeadRow }) => (\n          <Stack\n            spacing={0}\n            sx={{ minWidth: 0, justifyContent: 'center', height: '100%' }}\n          >\n            <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center', minWidth: 0 }}>\n              <Typography variant=\"body2\" noWrap>\n                {String(row['name'] || row['email'] || row.$id)}\n              </Typography>\n              <CrmShareChipView chip={crmShareChipFor(row, viewingHostIds ?? [])} org={org} />\n            </Stack>\n            {row['name'] ? (\n              <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n                {String(row['email'] ?? '')}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      // The lead's own profile (AGL-3231): the two facts a work queue is\n      // scanned by, beside the person.\n      {\n        field: 'company',\n        headerName: 'Company',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) => String(row.company ?? ''),\n      },\n      {\n        field: 'jobTitle',\n        headerName: 'Title',\n        flex: 0.9,\n        minWidth: 130,\n        valueGetter: (_value, row: LeadRow) => String(row.jobTitle ?? ''),\n      },\n      {\n        field: 'status',\n        headerName: 'Status',\n        flex: 0.9,\n        minWidth: 150,\n        // The meaning, which the Status filter asks; the cell shows the org's label.\n        valueGetter: (_value, row: LeadRow) => Aglyn.crmLeadStatus(row),\n        renderCell: ({ row }: { row: LeadRow }) => (\n          <InlineStatus\n            lead={row}\n            statuses={leadStatusList.picklist}\n            onChange={(next) => {\n              if (next.status === 'unqualified') {\n                setUnqualifying(row)\n                setUnqualifyAs(next.label)\n                return\n              }\n              void writeLead(\n                row,\n                {\n                  status: next.status,\n                  statusLabel: next.label,\n                  ...(Aglyn.crmLeadStatus(row) === 'unqualified'\n                    ? { unqualifiedReason: deleteField() }\n                    : {}),\n                },\n                'Status updated',\n              )\n            }}\n          />\n        ),\n      },\n      {\n        /*\n         * The verdict on the address (AGL-3245): the chip the lead's page\n         * carries, so a bounced lead is told apart in the queue it is worked\n         * from; its label for the sort and the export.\n         */\n        field: 'emailState',\n        headerName: 'Email',\n        flex: 0.9,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? Aglyn.EMAIL_STATE_LABELS[state.status] : ''\n        },\n        renderCell: ({ row }: { row: LeadRow }) => {\n          const state = Aglyn.readEmailState(row)\n          return state ? (\n            <CrmEmailStateChip state={state} />\n          ) : (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          )\n        },\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) =>\n          row.ownerUid ? roster.labelFor(row.ownerUid) : 'Unassigned',\n      },\n      // Only at the organization level, where a row can be any site's.\n      ...(hostId\n        ? []\n        : [\n            {\n              field: 'hostId',\n              headerName: 'Site',\n              flex: 0.9,\n              minWidth: 140,\n              /*\n               * KNOWN BY, not \"the site\" (AGL-3275). A lead is one org row\n               * and several sites in a consent group can hold the same\n               * person, so this names every site that captured them — the\n               * answer the Contacts list has always given in its own column.\n               */\n              valueGetter: (_value: unknown, row: LeadRow) => {\n                const held = Array.isArray(row['capturedByHostIds'])\n                  ? (row['capturedByHostIds'] as string[])\n                  : []\n                return held.map((id) => mount?.siteName(id) ?? id).join(', ')\n              },\n            } satisfies GridColDef,\n          ]),\n      {\n        field: 'sources',\n        headerName: 'Source',\n        flex: 1,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) =>\n          leadSources(row).map(leadSourceLabel).join(', '),\n      },\n      /*\n       * Salesforce's Lead Source (AGL-3298), beside the surfaces that\n       * captured the person. Sorted in the order the org keeps its values,\n       * as a picklist sorts, with a value the list does not hold after\n       * every listed one and a lead with none last.\n       */\n      {\n        field: 'leadSource',\n        headerName: 'Lead source',\n        flex: 1,\n        minWidth: 150,\n        valueGetter: (_value, row: LeadRow) => String(row.leadSource ?? ''),\n        sortComparator: (a: unknown, b: unknown) =>\n          Aglyn.crmPicklistRank(leadSourceList.picklist, a) -\n            Aglyn.crmPicklistRank(leadSourceList.picklist, b) ||\n          String(a ?? '').localeCompare(String(b ?? '')),\n      } satisfies GridColDef,\n      {\n        field: 'tags',\n        headerName: 'Tags',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value, row: LeadRow) => (row.tags ?? []).join(', '),\n      },\n      /*\n       * Salesforce's Industry and Rating (AGL-3513), optional: valued by\n       * the key their filters compare, drawn as the label the lead holds.\n       */\n      ...LEAD_PICKLIST_FILTERS.map(\n        (entry): GridColDef => ({\n          field: entry.column,\n          headerName: entry.header,\n          flex: 0.8,\n          minWidth: 130,\n          sortable: false,\n          valueGetter: (_value, row: LeadRow) => Aglyn.crmPicklistKey(row[entry.column]) ?? '',\n          renderCell: ({ row }: { row: LeadRow }) => String(row[entry.column] ?? '') || '—',\n        }),\n      ),\n      // The campaigns the lead is filed under (AGL-3254), by name — the\n      // ids are the storage.\n      {\n        field: 'campaignIds',\n        headerName: 'Campaign',\n        flex: 1,\n        minWidth: 150,\n        valueGetter: (_value: unknown, row: LeadRow) =>\n          Aglyn.readContainerIds(row, 'campaign').map(campaignName).join(', '),\n      } satisfies GridColDef,\n      {\n        field: 'lastSeenAtMs',\n        headerName: 'Last seen',\n        flex: 0.9,\n        minWidth: 160,\n        valueGetter: (_value, row: LeadRow) =>\n          leadTimeLabel(row['lastSeenAtMs'] ?? row['createdAt']),\n      },\n      // The org's lead fields as optional columns (AGL-3272), read off the\n      // row's own `custom` map the way the contacts list reads its own.\n      // Ahead of the row menu, so the overflow stays at the right edge\n      // however many fields the org has defined.\n      ...customFieldColumns(leadFields.active),\n      {\n        field: 'actions',\n        headerName: '',\n        width: 56,\n        sortable: false,\n        filterable: false,\n        disableColumnMenu: true,\n        renderCell: ({ row }: { row: LeadRow }) => {\n          /*\n           * Why Convert is refused, in the order the lead's page refuses it:\n           * a converted lead has its contact already, a closed one was\n           * judged not real, and a person with an erasure pending must not\n           * be captured again — a conversion is a capture (AGL-2623).\n           */\n          const converted = Boolean(row.convertedContactId)\n          const erasurePending = Aglyn.readErasureRequestedAtMs(row) !== null\n          const convertRefusal = converted\n            ? 'This lead was converted'\n            : !Aglyn.isCrmLeadOpen(row)\n              ? 'This lead was unqualified'\n              : erasurePending\n                ? CONVERT_PENDING_ERASURE_REASON\n                : null\n          return (\n            <Box\n              onClick={(event) => event.stopPropagation()}\n              sx={{ display: 'flex', alignItems: 'center', height: '100%' }}\n            >\n              <RowActionsMenu\n                label={String(row['email'] ?? row.$id)}\n                items={[\n                  {\n                    key: 'open',\n                    label: 'Open lead',\n                    icon: (\n                      <MdiIcon path={mdiAccountArrowRight.path} size={0.8} />\n                    ),\n                    href: routes.lead(row.leadId),\n                  },\n                  {\n                    key: 'convert',\n                    label: 'Convert…',\n                    icon: (\n                      <MdiIcon\n                        path={mdiAccountConvertOutline.path}\n                        size={0.8}\n                      />\n                    ),\n                    onClick: () => setConverting(row),\n                    disabled: convertRefusal !== null,\n                    disabledReason: convertRefusal ?? undefined,\n                  },\n                  {\n                    key: 'assign',\n                    label: 'Assign owner',\n                    icon: (\n                      <MdiIcon path={mdiAccountTieOutline.path} size={0.8} />\n                    ),\n                    onClick: () => setAssigning(row),\n                  },\n                  {\n                    key: 'unqualify',\n                    label: 'Unqualify',\n                    icon: (\n                      <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />\n                    ),\n                    onClick: () => {\n                      setUnqualifyAs(null)\n                      setUnqualifying(row)\n                    },\n                    disabled:\n                      !Aglyn.isCrmLeadOpen(row) ||\n                      Boolean(row.convertedContactId),\n                    disabledReason: row.convertedContactId\n                      ? 'This lead was converted'\n                      : 'This lead is already closed',\n                  },\n                ]}\n              />\n            </Box>\n          )\n        },\n      },\n    ],\n    [\n      roster,\n      routes,\n      writeLead,\n      hostId,\n      viewingHostIds,\n      org,\n      mount,\n      campaignName,\n      leadFields.active,\n      leadSourceList.picklist,\n      leadStatusList.picklist,\n    ],\n  )\n  /*\n   * The column and sort models are the view's (AGL-2617); the filterable\n   * columns are the declared fields, as selects over their choices (AGL-3313).\n   */\n  const filterColumns = useMemo(\n    () =>\n      listFilterGridColumns(columns, LEAD_LIST_FILTER_FIELDS, filterOptions, LEAD_LIST_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const grid = useCrmViewGrid(views, filterColumns, LEAD_HIDDEN_COLUMNS)\n\n  return (\n    <>\n      <CardDisplay\n        header={'Leads'}\n        help={Aglyn.pluginDocsHelp('crmLeads', {\n          anchor: '#filter-the-leads',\n        })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          // The record actions, top right and never clipped (AGL-3311).\n          action: (\n            <CrmListActions>\n              <CrmImportButton resource={CRM_LEADS_RESOURCE} noun=\"leads\" hostId={hostId} mappingZone=\"leads\" />\n              <CrmExportButton resource={CRM_LEADS_RESOURCE} hostId={hostId} filter={exportFilter} />\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                onClick={() => setCreateOpen(true)}\n              >\n                {'New lead'}\n              </Button>\n            </CrmListActions>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          {/* Which surfaces file a lead, by name (AGL-2612) — under a site its own, at the org level every site's (AGL-2638). */}\n          {hostId ? (\n            <LeadSurfacesNote hostId={hostId} />\n          ) : (\n            <OrgLeadSurfacesNote />\n          )}\n          {/*\n            The saved view, and every clause it is narrowed by as a chip\n            (AGL-3313). The clauses are set in the grid's own Filters panel;\n            the chips show the whole set, which that panel shows one of.\n          */}\n          <CrmListToolbar label=\"Lead filters\">\n            <CrmViewsControl controller={views} allLabel=\"All leads\" />\n            <ListFilterChips\n              fields={LEAD_LIST_FILTER_FIELDS}\n              headers={LEAD_LIST_FILTER_HEADERS}\n              clauses={clauses}\n              onChange={setClauses}\n              options={filterOptions}\n              marksServed={false}\n            />\n          </CrmListToolbar>\n          <ListQueryNotices refused={refused} notices={paged.plan.notices} />\n          <LeadsBulkBar\n            rows={rows}\n            selected={selectedIds}\n            onSelectedChange={setSelectedIds}\n            roster={roster}\n            orgId={orgId}\n            hostId={hostId}\n            org={org as Record<string, unknown> | undefined}\n          />\n          <CrmColumnOrderProvider value={grid.columnOrder}>\n            <ListTable\n              rows={rows}\n              columns={grid.columns}\n              slots={CRM_LIST_SLOTS}\n              selectable={{\n                selected: selectedIds,\n                onChange: setSelectedIds,\n              }}\n              loading={status === 'loading'}\n              onOpen={(_id, row: LeadRow) => router.push(routes.lead(row.leadId))}\n              // Columns are the view's, controlled (AGL-2617). The query\n              // orders the list — newest seen first — so the grid sorts\n              // nothing itself: a sort over one page would reorder that page.\n              columnVisibilityModel={grid.columnVisibilityModel}\n              onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n              sortingMode=\"server\"\n              disableColumnSorting\n              // The panel and the search are the grid's; the query answers\n              // both (AGL-3321).\n              filterMode=\"server\"\n              filterModel={gridFilter.filterModel}\n              onFilterModelChange={gridFilter.onFilterModelChange}\n              quickFilter\n              noRowsLabel={opening ? 'No open leads' : 'No leads match these filters'}\n              noRowsDescription={\n                opening\n                  ? 'Bookings and lead-routed forms on your site become leads on their own — or add one with New lead, or bring a list in with Import CSV.'\n                  : undefined\n              }\n              // Paged by the footer below, so the grid must not also slice.\n              hideFooter\n            />\n          </CrmColumnOrderProvider>\n          <ListPagination\n            page={paged.page}\n            pageSize={paged.pageSize}\n            rowCount={rows.length}\n            hasMore={paged.hasMore}\n            onPageChange={paged.setPage}\n            onPageSizeChange={paged.setPageSize}\n          />\n        </Stack>\n      </CardDisplay>\n      <NewLeadDrawer\n        open={createOpen}\n        onClose={() => setCreateOpen(false)}\n        hostId={hostId ?? null}\n        org={org as Record<string, unknown> | undefined}\n        busy={createBusy}\n        error={createError}\n        roster={roster}\n        orgId={orgId}\n        onSubmit={(values) => void handleCreate(values)}\n      />\n      <AssignOwnerDialog\n        lead={assigning}\n        roster={roster}\n        onClose={() => setAssigning(null)}\n        onAssign={(uid) => {\n          if (!assigning) return\n          void writeLead(\n            assigning,\n            { ownerUid: uid || deleteField() },\n            uid ? 'Owner assigned' : 'Owner cleared',\n          )\n          setAssigning(null)\n        }}\n      />\n      <LeadUnqualifyDialog\n        open={Boolean(unqualifying)}\n        onClose={() => setUnqualifying(null)}\n        hostId={hostId ?? null}\n        leadId={unqualifying?.leadId ?? ''}\n        leadLabel={String(\n          unqualifying?.['name'] || unqualifying?.['email'] || '',\n        )}\n        statusLabel={unqualifyAs}\n      />\n      {/* The site the conversion is filed as (AGL-2641), which since\n          AGL-3275 is the first site that captured this person rather than\n          \"the site the row lives under\" — a lead shared by a consent group\n          lives under none of them in particular. Under a site the mounted\n          one is used, and the two agree for every single-brand org. */}\n      <LeadConvertDialog\n        open={Boolean(converting)}\n        onClose={() => setConverting(null)}\n        hostId={\n          hostId ??\n          (leadPrimaryGroup(converting, org as Record<string, unknown>).hostId || null)\n        }\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={converting?.leadId ?? ''}\n        lead={converting ?? {}}\n        basePath={basePath ?? ''}\n        roster={roster}\n      />\n    </>\n  )\n}\nCrmLeadsSection.displayName = 'CrmLeadsSection'\n\n/**\n * The status, editable in place for a lead that is still open.\n *\n * A converted lead shows the chip alone: its status IS the conversion, and\n * the route stamped it. 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String(lead?.ownerUid ?? 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package/src/lib/components/linked-deals-card.d.ts

@@ -24,6 +24,10 @@ export interface LinkedDealsCardProps {
  * contact card and the company card are this component with the link
  * named; the two exports below exist so the pages that host them import
  * one name each.
+ *
+ * On a contact's page the card also lists the deals the person is on in
+ * any other role (AGL-3521) — a second listener, `useContactRoleDeals`,
+ * merged by id — and names the part they play on each.
  */
 export declare function LinkedDealsCard(props: LinkedDealsCardProps): import("react").JSX.Element;
 export declare namespace LinkedDealsCard {

package/src/lib/components/linked-deals-card.js

@@ -15,14 +15,15 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
-import { dealStageById, pluginDocsHelp } from "@aglyn/aglyn";
+import { dealContactRolesOf, dealStageById, pluginDocsHelp } from "@aglyn/aglyn";
 import { mdiPlus } from "@aglyn/shared-data-mdi";
 import { AppLink, CardDisplay, MdiIcon } from "@aglyn/shared-ui-jsx";
 import EmptyStateComponent from "@aglyn/shared-ui-jsx/components/empty-state.component";
 import { Button, Chip, Stack, Typography } from "@mui/material";
 import { useMemo, useState } from "react";
 import { useCrmScope } from "../hooks/use-crm-scope.js";
-import { useLinkedDeals } from "../hooks/use-deals.js";
+import { useCrmFoldsScope } from "../hooks/use-crm-list-query.js";
+import { useContactRoleDeals, useLinkedDeals } from "../hooks/use-deals.js";
 import { usePipeline } from "../hooks/use-pipeline.js";
 import { crmRoutes } from "../model/crm-routes.js";
 import { DEAL_STATUS_LABELS, formatMoney } from "../model/deal-board-model.js";
@@ -37,6 +38,10 @@ import { DealEditDrawer } from "./deal-edit-drawer.js";
  * contact card and the company card are this component with the link
  * named; the two exports below exist so the pages that host them import
  * one name each.
+ *
+ * On a contact's page the card also lists the deals the person is on in
+ * any other role (AGL-3521) — a second listener, `useContactRoleDeals`,
+ * merged by id — and names the part they play on each.
  */ export function LinkedDealsCard(props) {
     const { hostId, org, basePath, link } = props;
     const routes = crmRoutes(basePath);
@@ -48,11 +53,28 @@ import { DealEditDrawer } from "./deal-edit-drawer.js";
         hostId,
         org: org != null ? org : null
     });
-    const { data: deals, status } = useLinkedDeals(scope.orgId, scope.visibleTo, 'contactId' in link ? {
+    const { data: linked, status } = useLinkedDeals(scope.orgId, scope.visibleTo, 'contactId' in link ? {
         contactId: link.contactId
     } : {
         companyId: link.companyId
     });
+    const contactId = 'contactId' in link ? link.contactId : null;
+    const foldsScope = useCrmFoldsScope(scope.orgId, scope.visibleTo);
+    const { data: roleDeals } = useContactRoleDeals(scope.orgId, scope.visibleTo, foldsScope, contactId);
+    // The two answers as one list, newest first; a deal in both is listed once.
+    const deals = useMemo(()=>{
+        const byId = new Map();
+        for (const deal of [
+            ...linked != null ? linked : [],
+            ...roleDeals != null ? roleDeals : []
+        ])byId.set(deal.$id, deal);
+        return [
+            ...byId.values()
+        ].sort((a, b)=>updatedMs(b) - updatedMs(a));
+    }, [
+        linked,
+        roleDeals
+    ]);
     const [creating, setCreating] = useState(false);
     const defaults = useMemo(()=>{
         var _link_contactName, _link_companyName;
@@ -128,6 +150,10 @@ import { DealEditDrawer } from "./deal-edit-drawer.js";
                                         children: deal.title || 'Untitled deal'
                                     })
                                 }),
+                                contactId ? /*#__PURE__*/ _jsx(ContactRoleChip, {
+                                    deal: deal,
+                                    contactId: contactId
+                                }) : null,
                                 /*#__PURE__*/ _jsx(Chip, {
                                     size: "small",
                                     variant: "outlined",
@@ -160,6 +186,24 @@ import { DealEditDrawer } from "./deal-edit-drawer.js";
     });
 }
 LinkedDealsCard.displayName = 'LinkedDealsCard';
+/** When a deal was last written, for the merged list's order. */ function updatedMs(deal) {
+    const value = deal.updatedAt;
+    if (value instanceof Date) return value.getTime();
+    const stamp = value;
+    return typeof (stamp == null ? void 0 : stamp.toMillis) === 'function' ? stamp.toMillis() : 0;
+}
+/** The part this contact plays on a deal — its role, and Primary when they are. */ function ContactRoleChip(props) {
+    const row = dealContactRolesOf(props.deal).find((entry)=>entry.contactId === props.contactId);
+    if (!row) return null;
+    const label = [
+        row.role,
+        row.primary ? 'Primary' : null
+    ].filter(Boolean).join(' · ');
+    return label ? /*#__PURE__*/ _jsx(Chip, {
+        size: "small",
+        label: label
+    }) : null;
+}
 export default LinkedDealsCard;
 
 //# sourceMappingURL=linked-deals-card.js.map

package/src/lib/components/linked-deals-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/linked-deals-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { dealStageById, pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiPlus } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { Button, Chip, Stack, Typography } from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport { type CrmOrgDoc, useCrmScope } from '../hooks/use-crm-scope'\nimport { useLinkedDeals } from '../hooks/use-deals'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  DEAL_STATUS_LABELS,\n  formatMoney,\n} from '../model/deal-board-model'\nimport type { DealFormValues } from '../model/deal-form-model'\nimport { DealEditDrawer } from './deal-edit-drawer'\n\nexport interface LinkedDealsCardProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The CRM surface's own path, for links into deals. */\n  basePath: string\n  /** Which record this card sits on. */\n  link: { contactId: string; contactName?: string } | { companyId: string; companyName?: string }\n}\n\n/**\n * The deals that name one record, on that record's page (AGL-2598).\n *\n * One bounded listener over the indexed link — `(visibleTo, contactId |\n * companyId, updatedAt DESC)` — and a \"New deal\" that opens the shared\n * drawer with this record already chosen, so a deal started from a person's\n * page is linked to them without anybody searching for them again. The\n * contact card and the company card are this component with the link\n * named; the two exports below exist so the pages that host them import\n * one name each.\n */\nexport function LinkedDealsCard(props: LinkedDealsCardProps) {\n  const { hostId, org, basePath, link } = props\n  const routes = crmRoutes(basePath)\n  const scope = useCrmScope({ hostId, org })\n  const pipelineState = usePipeline(scope.orgId, {\n    hostId,\n    org: (org ?? null) as Record<string, unknown> | null,\n  })\n  const { data: deals, status } = useLinkedDeals(\n    scope.orgId,\n    scope.visibleTo,\n    'contactId' in link ? { contactId: link.contactId } : { companyId: link.companyId },\n  )\n  const [creating, setCreating] = useState(false)\n  const defaults = useMemo<Partial<DealFormValues>>(\n    () =>\n      'contactId' in link\n        ? { contactId: link.contactId, contactName: link.contactName ?? '' }\n        : { companyId: link.companyId, companyName: link.companyName ?? '' },\n    [link],\n  )\n\n  return (\n    <>\n      <CardDisplay\n        header={'Deals'}\n        help={pluginDocsHelp('deals', { anchor: '#a-deals-page' })}\n        HeaderProps={{\n          action: (\n            <Button\n              size=\"small\"\n              startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n              disabled={!pipelineState.pipeline || !scope.orgId}\n              onClick={() => setCreating(true)}\n            >\n              {'New deal'}\n            </Button>\n          ),\n        }}\n        contentGutterX\n        contentGutterY\n      >\n        {status === 'success' && deals.length === 0 ? (\n          <EmptyStateComponent\n            compact\n            label={'No deals yet'}\n            description={'A deal started here is linked to this record from the first save.'}\n            action={\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                disabled={!pipelineState.pipeline || !scope.orgId}\n                onClick={() => setCreating(true)}\n              >\n                {'New deal'}\n              </Button>\n            }\n          />\n        ) : (\n          <Stack spacing={1}>\n            {deals.map((deal) => {\n              const stage = dealStageById(\n                pipelineState.pipelineById(deal.pipelineId),\n                deal.stageId,\n              )\n              return (\n                <Stack\n                  key={deal.$id}\n                  direction=\"row\"\n                  spacing={1}\n                  sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n                >\n                  <Typography variant=\"body2\" sx={{ flex: 1, minWidth: 160 }} noWrap>\n                    <AppLink href={routes.deal(deal.$id)}>{deal.title || 'Untitled deal'}</AppLink>\n                  </Typography>\n                  <Chip\n                    size=\"small\"\n                    variant=\"outlined\"\n                    label={\n                      deal.status === 'open'\n                        ? (stage?.name ?? deal.stageId)\n                        : DEAL_STATUS_LABELS[deal.status]\n                    }\n                    color={deal.status === 'won' ? 'success' : 'default'}\n                  />\n                  <Typography variant=\"body2\" sx={{ minWidth: 90, textAlign: 'right' }}>\n                    {typeof deal.amountCents === 'number'\n                      ? formatMoney(deal.amountCents, deal.currency)\n                      : '—'}\n                  </Typography>\n                </Stack>\n              )\n            })}\n          </Stack>\n        )}\n      </CardDisplay>\n      <DealEditDrawer\n        open={creating}\n        onClose={() => setCreating(false)}\n        hostId={hostId}\n        org={org}\n        defaults={defaults}\n        pipelines={pipelineState.activePipelines}\n        defaultPipeline={pipelineState.pipeline}\n      />\n    </>\n  )\n}\nLinkedDealsCard.displayName = 'LinkedDealsCard'\n\nexport default LinkedDealsCard\n"],"names":["dealStageById","pluginDocsHelp","mdiPlus","AppLink","CardDisplay","MdiIcon","EmptyStateComponent","Button","Chip","Stack","Typography","useMemo","useState","useCrmScope","useLinkedDeals","usePipeline","crmRoutes","DEAL_STATUS_LABELS","formatMoney","DealEditDrawer","LinkedDealsCard","props","hostId","org","basePath","link","routes","scope","pipelineState","orgId","data","deals","status","visibleTo","contactId","companyId","creating","setCreating","defaults","contactName","companyName","header","help","anchor","HeaderProps","action","size","startIcon","path","disabled","pipeline","onClick","contentGutterX","contentGutterY","length","compact","label","description","variant","spacing","map","deal","stage","pipelineById","pipelineId","stageId","direction","sx","alignItems","flexWrap","rowGap","flex","minWidth","noWrap","href","$id","title","name","color","textAlign","amountCents","currency","open","onClose","pipelines","activePipelines","defaultPipeline","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,aAAa,EAAEC,cAAc,QAAQ,eAAc;AAC5D,SAASC,OAAO,QAAQ,yBAAwB;AAChD,SAASC,OAAO,EAAEC,WAAW,EAAEC,OAAO,QAAQ,uBAAsB;AACpE,OAAOC,yBAAyB,wDAAuD;AACvF,SAASC,MAAM,EAAEC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAC/D,SAASC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACzC,SAAyBC,WAAW,QAAQ,4BAAwB;AACpE,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,WAAW,QAAQ,2BAAuB;AACnD,SAASC,SAAS,QAAQ,yBAAqB;AAC/C,SACEC,kBAAkB,EAClBC,WAAW,QACN,+BAA2B;AAElC,SAASC,cAAc,QAAQ,wBAAoB;AAYnD;;;;;;;;;;CAUC,GACD,OAAO,SAASC,gBAAgBC,KAA2B;IACzD,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQ,EAAEC,IAAI,EAAE,GAAGJ;IACxC,MAAMK,SAASV,UAAUQ;IACzB,MAAMG,QAAQd,YAAY;QAAES;QAAQC;IAAI;IACxC,MAAMK,gBAAgBb,YAAYY,MAAME,KAAK,EAAE;QAC7CP;QACAC,GAAG,EAAGA,cAAAA,MAAO;IACf;IACA,MAAM,EAAEO,MAAMC,KAAK,EAAEC,MAAM,EAAE,GAAGlB,eAC9Ba,MAAME,KAAK,EACXF,MAAMM,SAAS,EACf,eAAeR,OAAO;QAAES,WAAWT,KAAKS,SAAS;IAAC,IAAI;QAAEC,WAAWV,KAAKU,SAAS;IAAC;IAEpF,MAAM,CAACC,UAAUC,YAAY,GAAGzB,SAAS;IACzC,MAAM0B,WAAW3B,QACf;YAEgDc,mBACAA;eAF9C,eAAeA,OACX;YAAES,WAAWT,KAAKS,SAAS;YAAEK,WAAW,GAAEd,oBAAAA,KAAKc,WAAW,YAAhBd,oBAAoB;QAAG,IACjE;YAAEU,WAAWV,KAAKU,SAAS;YAAEK,WAAW,GAAEf,oBAAAA,KAAKe,WAAW,YAAhBf,oBAAoB;QAAG;OACvE;QAACA;KAAK;IAGR,qBACE;;0BACE,KAACrB;gBACCqC,QAAQ;gBACRC,MAAMzC,eAAe,SAAS;oBAAE0C,QAAQ;gBAAgB;gBACxDC,aAAa;oBACXC,sBACE,KAACtC;wBACCuC,MAAK;wBACLC,yBAAW,KAAC1C;4BAAQ2C,MAAM9C,QAAQ8C,IAAI;4BAAEF,MAAM;;wBAC9CG,UAAU,CAACrB,cAAcsB,QAAQ,IAAI,CAACvB,MAAME,KAAK;wBACjDsB,SAAS,IAAMd,YAAY;kCAE1B;;gBAGP;gBACAe,cAAc;gBACdC,cAAc;0BAEbrB,WAAW,aAAaD,MAAMuB,MAAM,KAAK,kBACxC,KAAChD;oBACCiD,OAAO;oBACPC,OAAO;oBACPC,aAAa;oBACbZ,sBACE,KAACtC;wBACCuC,MAAK;wBACLY,SAAQ;wBACRX,yBAAW,KAAC1C;4BAAQ2C,MAAM9C,QAAQ8C,IAAI;4BAAEF,MAAM;;wBAC9CG,UAAU,CAACrB,cAAcsB,QAAQ,IAAI,CAACvB,MAAME,KAAK;wBACjDsB,SAAS,IAAMd,YAAY;kCAE1B;;mCAKP,KAAC5B;oBAAMkD,SAAS;8BACb5B,MAAM6B,GAAG,CAAC,CAACC;;wBACV,MAAMC,QAAQ9D,cACZ4B,cAAcmC,YAAY,CAACF,KAAKG,UAAU,GAC1CH,KAAKI,OAAO;wBAEd,qBACE,MAACxD;4BAECyD,WAAU;4BACVP,SAAS;4BACTQ,IAAI;gCAAEC,YAAY;gCAAUC,UAAU;gCAAQC,QAAQ;4BAAI;;8CAE1D,KAAC5D;oCAAWgD,SAAQ;oCAAQS,IAAI;wCAAEI,MAAM;wCAAGC,UAAU;oCAAI;oCAAGC,MAAM;8CAChE,cAAA,KAACtE;wCAAQuE,MAAMhD,OAAOmC,IAAI,CAACA,KAAKc,GAAG;kDAAId,KAAKe,KAAK,IAAI;;;8CAEvD,KAACpE;oCACCsC,MAAK;oCACLY,SAAQ;oCACRF,OACEK,KAAK7B,MAAM,KAAK,iBACX8B,yBAAAA,MAAOe,IAAI,mBAAIhB,KAAKI,OAAO,GAC5BhD,kBAAkB,CAAC4C,KAAK7B,MAAM,CAAC;oCAErC8C,OAAOjB,KAAK7B,MAAM,KAAK,QAAQ,YAAY;;8CAE7C,KAACtB;oCAAWgD,SAAQ;oCAAQS,IAAI;wCAAEK,UAAU;wCAAIO,WAAW;oCAAQ;8CAChE,OAAOlB,KAAKmB,WAAW,KAAK,WACzB9D,YAAY2C,KAAKmB,WAAW,EAAEnB,KAAKoB,QAAQ,IAC3C;;;2BArBDpB,KAAKc,GAAG;oBAyBnB;;;0BAIN,KAACxD;gBACC+D,MAAM9C;gBACN+C,SAAS,IAAM9C,YAAY;gBAC3Bf,QAAQA;gBACRC,KAAKA;gBACLe,UAAUA;gBACV8C,WAAWxD,cAAcyD,eAAe;gBACxCC,iBAAiB1D,cAAcsB,QAAQ;;;;AAI/C;AACA9B,gBAAgBmE,WAAW,GAAG;AAE9B,eAAenE,gBAAe"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/linked-deals-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { dealContactRolesOf, dealStageById, pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiPlus } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { Button, Chip, Stack, Typography } from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport { type CrmOrgDoc, useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmFoldsScope } from '../hooks/use-crm-list-query'\nimport { useContactRoleDeals, useLinkedDeals } from '../hooks/use-deals'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  type DealDoc,\n  DEAL_STATUS_LABELS,\n  formatMoney,\n} from '../model/deal-board-model'\nimport type { DealFormValues } from '../model/deal-form-model'\nimport { DealEditDrawer } from './deal-edit-drawer'\n\nexport interface LinkedDealsCardProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The CRM surface's own path, for links into deals. */\n  basePath: string\n  /** Which record this card sits on. */\n  link: { contactId: string; contactName?: string } | { companyId: string; companyName?: string }\n}\n\n/**\n * The deals that name one record, on that record's page (AGL-2598).\n *\n * One bounded listener over the indexed link — `(visibleTo, contactId |\n * companyId, updatedAt DESC)` — and a \"New deal\" that opens the shared\n * drawer with this record already chosen, so a deal started from a person's\n * page is linked to them without anybody searching for them again. The\n * contact card and the company card are this component with the link\n * named; the two exports below exist so the pages that host them import\n * one name each.\n *\n * On a contact's page the card also lists the deals the person is on in\n * any other role (AGL-3521) — a second listener, `useContactRoleDeals`,\n * merged by id — and names the part they play on each.\n */\nexport function LinkedDealsCard(props: LinkedDealsCardProps) {\n  const { hostId, org, basePath, link } = props\n  const routes = crmRoutes(basePath)\n  const scope = useCrmScope({ hostId, org })\n  const pipelineState = usePipeline(scope.orgId, {\n    hostId,\n    org: (org ?? null) as Record<string, unknown> | null,\n  })\n  const { data: linked, status } = useLinkedDeals(\n    scope.orgId,\n    scope.visibleTo,\n    'contactId' in link ? { contactId: link.contactId } : { companyId: link.companyId },\n  )\n  const contactId = 'contactId' in link ? link.contactId : null\n  const foldsScope = useCrmFoldsScope(scope.orgId, scope.visibleTo)\n  const { data: roleDeals } = useContactRoleDeals(scope.orgId, scope.visibleTo, foldsScope, contactId)\n  // The two answers as one list, newest first; a deal in both is listed once.\n  const deals = useMemo(() => {\n    const byId = new Map<string, DealDoc>()\n    for (const deal of [...(linked ?? []), ...(roleDeals ?? [])]) byId.set(deal.$id, deal)\n    return [...byId.values()].sort((a, b) => updatedMs(b) - updatedMs(a))\n  }, [linked, roleDeals])\n  const [creating, setCreating] = useState(false)\n  const defaults = useMemo<Partial<DealFormValues>>(\n    () =>\n      'contactId' in link\n        ? { contactId: link.contactId, contactName: link.contactName ?? '' }\n        : { companyId: link.companyId, companyName: link.companyName ?? '' },\n    [link],\n  )\n\n  return (\n    <>\n      <CardDisplay\n        header={'Deals'}\n        help={pluginDocsHelp('deals', { anchor: '#a-deals-page' })}\n        HeaderProps={{\n          action: (\n            <Button\n              size=\"small\"\n              startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n              disabled={!pipelineState.pipeline || !scope.orgId}\n              onClick={() => setCreating(true)}\n            >\n              {'New deal'}\n            </Button>\n          ),\n        }}\n        contentGutterX\n        contentGutterY\n      >\n        {status === 'success' && deals.length === 0 ? (\n          <EmptyStateComponent\n            compact\n            label={'No deals yet'}\n            description={'A deal started here is linked to this record from the first save.'}\n            action={\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                disabled={!pipelineState.pipeline || !scope.orgId}\n                onClick={() => setCreating(true)}\n              >\n                {'New deal'}\n              </Button>\n            }\n          />\n        ) : (\n          <Stack spacing={1}>\n            {deals.map((deal) => {\n              const stage = dealStageById(\n                pipelineState.pipelineById(deal.pipelineId),\n                deal.stageId,\n              )\n              return (\n                <Stack\n                  key={deal.$id}\n                  direction=\"row\"\n                  spacing={1}\n                  sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n                >\n                  <Typography variant=\"body2\" sx={{ flex: 1, minWidth: 160 }} noWrap>\n                    <AppLink href={routes.deal(deal.$id)}>{deal.title || 'Untitled deal'}</AppLink>\n                  </Typography>\n                  {contactId ? <ContactRoleChip deal={deal} contactId={contactId} /> : null}\n                  <Chip\n                    size=\"small\"\n                    variant=\"outlined\"\n                    label={\n                      deal.status === 'open'\n                        ? (stage?.name ?? deal.stageId)\n                        : DEAL_STATUS_LABELS[deal.status]\n                    }\n                    color={deal.status === 'won' ? 'success' : 'default'}\n                  />\n                  <Typography variant=\"body2\" sx={{ minWidth: 90, textAlign: 'right' }}>\n                    {typeof deal.amountCents === 'number'\n                      ? formatMoney(deal.amountCents, deal.currency)\n                      : '—'}\n                  </Typography>\n                </Stack>\n              )\n            })}\n          </Stack>\n        )}\n      </CardDisplay>\n      <DealEditDrawer\n        open={creating}\n        onClose={() => setCreating(false)}\n        hostId={hostId}\n        org={org}\n        defaults={defaults}\n        pipelines={pipelineState.activePipelines}\n        defaultPipeline={pipelineState.pipeline}\n      />\n    </>\n  )\n}\nLinkedDealsCard.displayName = 'LinkedDealsCard'\n\n/** When a deal was last written, for the merged list's order. */\nfunction updatedMs(deal: DealDoc): number {\n  const value = (deal as { updatedAt?: unknown }).updatedAt\n  if (value instanceof Date) return value.getTime()\n  const stamp = value as { toMillis?: () => number } | null | undefined\n  return typeof stamp?.toMillis === 'function' ? stamp.toMillis() : 0\n}\n\n/** The part this contact plays on a deal — its role, and Primary when they are. */\nfunction ContactRoleChip(props: { deal: DealDoc; contactId: string }) {\n  const row = dealContactRolesOf(props.deal).find((entry) => entry.contactId === props.contactId)\n  if (!row) return null\n  const label = [row.role, row.primary ? 'Primary' : null].filter(Boolean).join(' · ')\n  return label ? <Chip size=\"small\" label={label} /> : null\n}\n\nexport default LinkedDealsCard\n"],"names":["dealContactRolesOf","dealStageById","pluginDocsHelp","mdiPlus","AppLink","CardDisplay","MdiIcon","EmptyStateComponent","Button","Chip","Stack","Typography","useMemo","useState","useCrmScope","useCrmFoldsScope","useContactRoleDeals","useLinkedDeals","usePipeline","crmRoutes","DEAL_STATUS_LABELS","formatMoney","DealEditDrawer","LinkedDealsCard","props","hostId","org","basePath","link","routes","scope","pipelineState","orgId","data","linked","status","visibleTo","contactId","companyId","foldsScope","roleDeals","deals","byId","Map","deal","set","$id","values","sort","a","b","updatedMs","creating","setCreating","defaults","contactName","companyName","header","help","anchor","HeaderProps","action","size","startIcon","path","disabled","pipeline","onClick","contentGutterX","contentGutterY","length","compact","label","description","variant","spacing","map","stage","pipelineById","pipelineId","stageId","direction","sx","alignItems","flexWrap","rowGap","flex","minWidth","noWrap","href","title","ContactRoleChip","name","color","textAlign","amountCents","currency","open","onClose","pipelines","activePipelines","defaultPipeline","displayName","value","updatedAt","Date","getTime","stamp","toMillis","row","find","entry","role","primary","filter","Boolean","join"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,kBAAkB,EAAEC,aAAa,EAAEC,cAAc,QAAQ,eAAc;AAChF,SAASC,OAAO,QAAQ,yBAAwB;AAChD,SAASC,OAAO,EAAEC,WAAW,EAAEC,OAAO,QAAQ,uBAAsB;AACpE,OAAOC,yBAAyB,wDAAuD;AACvF,SAASC,MAAM,EAAEC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAC/D,SAASC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACzC,SAAyBC,WAAW,QAAQ,4BAAwB;AACpE,SAASC,gBAAgB,QAAQ,iCAA6B;AAC9D,SAASC,mBAAmB,EAAEC,cAAc,QAAQ,wBAAoB;AACxE,SAASC,WAAW,QAAQ,2BAAuB;AACnD,SAASC,SAAS,QAAQ,yBAAqB;AAC/C,SAEEC,kBAAkB,EAClBC,WAAW,QACN,+BAA2B;AAElC,SAASC,cAAc,QAAQ,wBAAoB;AAYnD;;;;;;;;;;;;;;CAcC,GACD,OAAO,SAASC,gBAAgBC,KAA2B;IACzD,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQ,EAAEC,IAAI,EAAE,GAAGJ;IACxC,MAAMK,SAASV,UAAUQ;IACzB,MAAMG,QAAQhB,YAAY;QAAEW;QAAQC;IAAI;IACxC,MAAMK,gBAAgBb,YAAYY,MAAME,KAAK,EAAE;QAC7CP;QACAC,GAAG,EAAGA,cAAAA,MAAO;IACf;IACA,MAAM,EAAEO,MAAMC,MAAM,EAAEC,MAAM,EAAE,GAAGlB,eAC/Ba,MAAME,KAAK,EACXF,MAAMM,SAAS,EACf,eAAeR,OAAO;QAAES,WAAWT,KAAKS,SAAS;IAAC,IAAI;QAAEC,WAAWV,KAAKU,SAAS;IAAC;IAEpF,MAAMD,YAAY,eAAeT,OAAOA,KAAKS,SAAS,GAAG;IACzD,MAAME,aAAaxB,iBAAiBe,MAAME,KAAK,EAAEF,MAAMM,SAAS;IAChE,MAAM,EAAEH,MAAMO,SAAS,EAAE,GAAGxB,oBAAoBc,MAAME,KAAK,EAAEF,MAAMM,SAAS,EAAEG,YAAYF;IAC1F,4EAA4E;IAC5E,MAAMI,QAAQ7B,QAAQ;QACpB,MAAM8B,OAAO,IAAIC;QACjB,KAAK,MAAMC,QAAQ;eAAKV,iBAAAA,SAAU,EAAE;eAAOM,oBAAAA,YAAa,EAAE;SAAE,CAAEE,KAAKG,GAAG,CAACD,KAAKE,GAAG,EAAEF;QACjF,OAAO;eAAIF,KAAKK,MAAM;SAAG,CAACC,IAAI,CAAC,CAACC,GAAGC,IAAMC,UAAUD,KAAKC,UAAUF;IACpE,GAAG;QAACf;QAAQM;KAAU;IACtB,MAAM,CAACY,UAAUC,YAAY,GAAGxC,SAAS;IACzC,MAAMyC,WAAW1C,QACf;YAEgDgB,mBACAA;eAF9C,eAAeA,OACX;YAAES,WAAWT,KAAKS,SAAS;YAAEkB,WAAW,GAAE3B,oBAAAA,KAAK2B,WAAW,YAAhB3B,oBAAoB;QAAG,IACjE;YAAEU,WAAWV,KAAKU,SAAS;YAAEkB,WAAW,GAAE5B,oBAAAA,KAAK4B,WAAW,YAAhB5B,oBAAoB;QAAG;OACvE;QAACA;KAAK;IAGR,qBACE;;0BACE,KAACvB;gBACCoD,QAAQ;gBACRC,MAAMxD,eAAe,SAAS;oBAAEyD,QAAQ;gBAAgB;gBACxDC,aAAa;oBACXC,sBACE,KAACrD;wBACCsD,MAAK;wBACLC,yBAAW,KAACzD;4BAAQ0D,MAAM7D,QAAQ6D,IAAI;4BAAEF,MAAM;;wBAC9CG,UAAU,CAAClC,cAAcmC,QAAQ,IAAI,CAACpC,MAAME,KAAK;wBACjDmC,SAAS,IAAMd,YAAY;kCAE1B;;gBAGP;gBACAe,cAAc;gBACdC,cAAc;0BAEblC,WAAW,aAAaM,MAAM6B,MAAM,KAAK,kBACxC,KAAC/D;oBACCgE,OAAO;oBACPC,OAAO;oBACPC,aAAa;oBACbZ,sBACE,KAACrD;wBACCsD,MAAK;wBACLY,SAAQ;wBACRX,yBAAW,KAACzD;4BAAQ0D,MAAM7D,QAAQ6D,IAAI;4BAAEF,MAAM;;wBAC9CG,UAAU,CAAClC,cAAcmC,QAAQ,IAAI,CAACpC,MAAME,KAAK;wBACjDmC,SAAS,IAAMd,YAAY;kCAE1B;;mCAKP,KAAC3C;oBAAMiE,SAAS;8BACblC,MAAMmC,GAAG,CAAC,CAAChC;;wBACV,MAAMiC,QAAQ5E,cACZ8B,cAAc+C,YAAY,CAAClC,KAAKmC,UAAU,GAC1CnC,KAAKoC,OAAO;wBAEd,qBACE,MAACtE;4BAECuE,WAAU;4BACVN,SAAS;4BACTO,IAAI;gCAAEC,YAAY;gCAAUC,UAAU;gCAAQC,QAAQ;4BAAI;;8CAE1D,KAAC1E;oCAAW+D,SAAQ;oCAAQQ,IAAI;wCAAEI,MAAM;wCAAGC,UAAU;oCAAI;oCAAGC,MAAM;8CAChE,cAAA,KAACpF;wCAAQqF,MAAM5D,OAAOe,IAAI,CAACA,KAAKE,GAAG;kDAAIF,KAAK8C,KAAK,IAAI;;;gCAEtDrD,0BAAY,KAACsD;oCAAgB/C,MAAMA;oCAAMP,WAAWA;qCAAgB;8CACrE,KAAC5B;oCACCqD,MAAK;oCACLY,SAAQ;oCACRF,OACE5B,KAAKT,MAAM,KAAK,iBACX0C,yBAAAA,MAAOe,IAAI,mBAAIhD,KAAKoC,OAAO,GAC5B5D,kBAAkB,CAACwB,KAAKT,MAAM,CAAC;oCAErC0D,OAAOjD,KAAKT,MAAM,KAAK,QAAQ,YAAY;;8CAE7C,KAACxB;oCAAW+D,SAAQ;oCAAQQ,IAAI;wCAAEK,UAAU;wCAAIO,WAAW;oCAAQ;8CAChE,OAAOlD,KAAKmD,WAAW,KAAK,WACzB1E,YAAYuB,KAAKmD,WAAW,EAAEnD,KAAKoD,QAAQ,IAC3C;;;2BAtBDpD,KAAKE,GAAG;oBA0BnB;;;0BAIN,KAACxB;gBACC2E,MAAM7C;gBACN8C,SAAS,IAAM7C,YAAY;gBAC3B5B,QAAQA;gBACRC,KAAKA;gBACL4B,UAAUA;gBACV6C,WAAWpE,cAAcqE,eAAe;gBACxCC,iBAAiBtE,cAAcmC,QAAQ;;;;AAI/C;AACA3C,gBAAgB+E,WAAW,GAAG;AAE9B,+DAA+D,GAC/D,SAASnD,UAAUP,IAAa;IAC9B,MAAM2D,QAAQ,AAAC3D,KAAiC4D,SAAS;IACzD,IAAID,iBAAiBE,MAAM,OAAOF,MAAMG,OAAO;IAC/C,MAAMC,QAAQJ;IACd,OAAO,QAAOI,yBAAAA,MAAOC,QAAQ,MAAK,aAAaD,MAAMC,QAAQ,KAAK;AACpE;AAEA,iFAAiF,GACjF,SAASjB,gBAAgBnE,KAA2C;IAClE,MAAMqF,MAAM7G,mBAAmBwB,MAAMoB,IAAI,EAAEkE,IAAI,CAAC,CAACC,QAAUA,MAAM1E,SAAS,KAAKb,MAAMa,SAAS;IAC9F,IAAI,CAACwE,KAAK,OAAO;IAC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package/src/lib/components/log-activity-dialog.js

@@ -48,16 +48,19 @@ const freshDraft = (kind = DEFAULT_KIND)=>({
         body: '',
         at: toLocalInput(Date.now()),
         outcome: '',
-        durationMinutes: ''
+        durationMinutes: '',
+        // Most logged calls and emails are the team's own.
+        direction: 'outbound'
     });
 const draftFrom = (activity)=>{
-    var _activity_body, _activity_outcome;
+    var _activity_body, _activity_outcome, _Aglyn_crmActivityDirection;
     return {
         kind: Aglyn.isCrmActivityKind(activity.kind) ? activity.kind : 'other',
         body: (_activity_body = activity.body) != null ? _activity_body : '',
         at: toLocalInput(activity.atMs),
         outcome: (_activity_outcome = activity.outcome) != null ? _activity_outcome : '',
-        durationMinutes: typeof activity.durationMinutes === 'number' ? String(activity.durationMinutes) : ''
+        durationMinutes: typeof activity.durationMinutes === 'number' ? String(activity.durationMinutes) : '',
+        direction: (_Aglyn_crmActivityDirection = Aglyn.crmActivityDirection(activity.kind, activity.direction)) != null ? _Aglyn_crmActivityDirection : ''
     };
 };
 /**
@@ -87,6 +90,7 @@ const draftFrom = (activity)=>{
  * this dialog for an edit checks the author itself (`useCanEditActivity`),
  * so what reaches here has already passed the console's verdict.
  */ export function LogActivityDialog(props) {
+    var _Aglyn_CRM_ACTIVITY_DIRECTIONS_draft_kind;
     const { open, onClose, scope, link, activity, kind: presetKind } = props;
     const { firestore, dataScope, hostId, mountedHostId, readTokens, writeTokens } = scope;
     const { data: user } = useUser();
@@ -106,6 +110,8 @@ const draftFrom = (activity)=>{
         presetKind
     ]);
     const hasOutcome = Aglyn.activityKindHasOutcome(draft.kind);
+    const directions = (_Aglyn_CRM_ACTIVITY_DIRECTIONS_draft_kind = Aglyn.CRM_ACTIVITY_DIRECTIONS[draft.kind]) != null ? _Aglyn_CRM_ACTIVITY_DIRECTIONS_draft_kind : [];
+    const direction = Aglyn.crmActivityDirection(draft.kind, draft.direction);
     const atMs = fromLocalInput(draft.at);
     const body = draft.body.trim();
     const duration = draft.durationMinutes.trim() ? Number(draft.durationMinutes) : null;
@@ -135,6 +141,7 @@ const draftFrom = (activity)=>{
                     // Cleared rather than left: a call turned into a note must not
                     // keep the call's outcome, and Firestore refuses `undefined`.
                     outcome: outcome ? outcome : deleteField(),
+                    direction: direction != null ? direction : deleteField(),
                     durationMinutes: durationMinutes !== null ? durationMinutes : deleteField(),
                     updatedAt: new Date()
                 }));
@@ -165,6 +172,8 @@ const draftFrom = (activity)=>{
                     outcome
                 } : {}, durationMinutes !== null ? {
                     durationMinutes
+                } : {}, direction ? {
+                    direction
                 } : {}, link.contactId ? {
                     contactId: link.contactId
                 } : {}, link.companyId ? {
@@ -206,6 +215,7 @@ const draftFrom = (activity)=>{
         durationValid,
         draft.kind,
         draft.outcome,
+        direction,
         hasOutcome,
         duration,
         activity,
@@ -262,6 +272,36 @@ const draftFrom = (activity)=>{
                                         children: Aglyn.CRM_ACTIVITY_KIND_LABELS[kind]
                                     }, kind))
                             }),
+                            directions.length ? /*#__PURE__*/ _jsxs(TextField, {
+                                select: true,
+                                size: "small",
+                                label: "Direction",
+                                value: direction != null ? direction : '',
+                                onChange: (event)=>setDraft((prev)=>_extends({}, prev, {
+                                            direction: String(event.target.value)
+                                        })),
+                                slotProps: {
+                                    select: {
+                                        displayEmpty: true
+                                    },
+                                    inputLabel: {
+                                        shrink: true
+                                    }
+                                },
+                                sx: {
+                                    minWidth: 130
+                                },
+                                children: [
+                                    /*#__PURE__*/ _jsx(MenuItem, {
+                                        value: "",
+                                        children: 'Not said'
+                                    }),
+                                    directions.map((entry)=>/*#__PURE__*/ _jsx(MenuItem, {
+                                            value: entry,
+                                            children: Aglyn.CRM_ACTIVITY_DIRECTION_LABELS[entry]
+                                        }, entry))
+                                ]
+                            }) : null,
                             /*#__PURE__*/ _jsx(TextField, {
                                 size: "small",
                                 label: "When",