@aglyn/plugins-crm 1.0.0-beta.230 → 1.0.0-beta.232

package/src/lib/components/lead-history-card.js

@@ -138,6 +138,7 @@ function Fact(props) {
                 /*#__PURE__*/ _jsx(Fact, {
                     label: "Sources",
                     children: sources.length ? /*#__PURE__*/ _jsx(Stack, {
+                        useFlexGap: true,
                         direction: "row",
                         spacing: 0.5,
                         sx: {

package/src/lib/components/lead-history-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-history-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 { CAPTURED_BY_HOST_FIELD, CONTACT_SOURCE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\n// The component path and NOT the marketing barrel, for the reason the Inbox\n// and the contacts list give: the barrel is the tenant loader's entry point\n// for the plugin's SITE half, and a console card named there ships to every\n// published page.\nimport {\n  CrmRecordAttributionZone,\n  useHasCrmRecordAttribution,\n} from './crm-attribution-zone'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\n\n/**\n * The surfaces `addHostLead` names — `signup`, `booking`, `form:{formId}`,\n * `import` — as they read on screen. A form's id is not a name, so it is\n * shown as the kind with the id beside it rather than as an opaque token.\n * The bare kind `form` is the lifecycle backfill's spelling for a person\n * whose timeline kept no form id (AGL-2631), and reads as the kind, the\n * way the contact's own source chip does.\n */\nexport function leadSourceLabel(source: string): string {\n  if (source === 'signup') return 'Sign-up'\n  if (source === 'booking') return 'Booking'\n  if (source === 'import') return CONTACT_SOURCE_LABELS.import\n  if (source === 'form') return CONTACT_SOURCE_LABELS.form\n  // A lead entered by hand or over the REST API (AGL-3231).\n  if (source === 'manual') return 'Added by hand'\n  if (source === 'api') return 'API'\n  if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`\n  return source\n}\n\n/** Every surface that produced a capture — the array, or the older single field. */\nexport function leadSources(lead: Record<string, unknown>): string[] {\n  const sources = lead['sources']\n  if (Array.isArray(sources) && sources.length) {\n    return sources.map((source) => String(source))\n  }\n  return typeof lead['source'] === 'string' && lead['source'] ? [lead['source']] : []\n}\n\n/** Epoch millis or a Firestore timestamp, as a local date-time, or a dash. */\nexport function leadTimeLabel(value: unknown): string {\n  if (typeof value === 'number' && Number.isFinite(value)) {\n    return new Date(value).toLocaleString()\n  }\n  const asDate = (value as { toDate?: () => Date } | null | undefined)?.toDate?.()\n  return asDate ? asDate.toLocaleString() : '—'\n}\n\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\nexport interface LeadHistoryCardProps {\n  /**\n   * The lead's own site, or `null` at the organization level for a lead no\n   * site captured (AGL-3278). Named on \"Captured on\" when the document\n   * carries no capture list of its own, and the one site the attribution\n   * zone is asked about — with none the zone is not drawn, as on the\n   * contact's Associations card.\n   */\n  hostId: string | null\n  leadId: string\n  lead: Record<string, unknown>\n}\n\n/**\n * What the capture door recorded about this person (AGL-2608): every\n * surface that produced a capture, how many times, and when the first and\n * the latest happened — the fields `addHostLead` keeps on the one document\n * per person — plus the campaign the first capture is credited to.\n *\n * Read-only by construction. Nothing here is the team's to edit: it is what\n * the visitor did, and the CRM's working state lives on the card above it.\n */\nexport function LeadHistoryCard(props: LeadHistoryCardProps) {\n  const { hostId, leadId, lead } = props\n  // The caption introduces what another plugin draws; with none loaded it\n  // would introduce nothing.\n  const hasAttribution = useHasCrmRecordAttribution()\n  // Sites read by NAME at the organization level, as they do in the Leads\n  // list's \"Known by\" column; under a site there is no mount and an id is\n  // all there is to print.\n  const mount = useCrmOrgMount()\n  const sources = leadSources(lead)\n  const capturedBy = lead[CAPTURED_BY_HOST_FIELD]\n  const count = Number(lead['submissionCount'] ?? 0) || (sources.length ? 1 : 0)\n  return (\n    <CardDisplay\n      header={'Captured history'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={3}>\n        <Stack direction={{ xs: 'column', md: 'row' }} spacing={3}>\n          <Fact label=\"First seen\">\n            {leadTimeLabel(lead['firstSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Last seen\">\n            {leadTimeLabel(lead['lastSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Captures\">{count ? String(count) : '—'}</Fact>\n          <Fact label=\"Captured on\">\n            {Array.isArray(capturedBy) && capturedBy.length\n              ? capturedBy\n                  .map((id) => mount?.siteName(String(id)) ?? String(id))\n                  .join(', ')\n              : (hostId ?? '—')}\n          </Fact>\n        </Stack>\n        <Fact label=\"Sources\">\n          {sources.length ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip key={source} size=\"small\" variant=\"outlined\" label={leadSourceLabel(source)} />\n              ))}\n            </Stack>\n          ) : (\n            '—'\n          )}\n        </Fact>\n        {hasAttribution && hostId ? (\n          <Stack spacing={1}>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Where this lead came from'}\n            </Typography>\n            <CrmRecordAttributionZone\n              hostId={hostId}\n              recordKind=\"lead\"\n              recordId={leadId}\n            />\n            {/* Attribution is which campaign brought the person; the\n                filing on the Campaigns card is the team's own (AGL-3274),\n                and a reader who sees one campaign here and another there\n                is owed the difference. */}\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Filing is separate — see Filed under campaigns.'}\n            </Typography>\n          </Stack>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadHistoryCard.displayName = 'LeadHistoryCard'\n\nexport default LeadHistoryCard\n"],"names":["CAPTURED_BY_HOST_FIELD","CONTACT_SOURCE_LABELS","pluginDocsHelp","CrmRecordAttributionZone","useHasCrmRecordAttribution","CardDisplay","Chip","Stack","Typography","useCrmOrgMount","leadSourceLabel","source","import","form","startsWith","slice","length","leadSources","lead","sources","Array","isArray","map","String","leadTimeLabel","value","Number","isFinite","Date","toLocaleString","asDate","toDate","Fact","props","spacing","variant","color","label","component","children","LeadHistoryCard","hostId","leadId","hasAttribution","mount","capturedBy","count","header","help","anchor","contentGutterX","contentGutterY","direction","xs","md","id","siteName","join","sx","flexWrap","rowGap","size","recordKind","recordId","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,sBAAsB,EAAEC,qBAAqB,EAAEC,cAAc,QAAQ,eAAc;AAC5F,4EAA4E;AAC5E,4EAA4E;AAC5E,4EAA4E;AAC5E,kBAAkB;AAClB,SACEC,wBAAwB,EACxBC,0BAA0B,QACrB,4BAAwB;AAC/B,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACvD,SAASC,cAAc,QAAQ,gCAA4B;AAE3D;;;;;;;CAOC,GACD,OAAO,SAASC,gBAAgBC,MAAc;IAC5C,IAAIA,WAAW,UAAU,OAAO;IAChC,IAAIA,WAAW,WAAW,OAAO;IACjC,IAAIA,WAAW,UAAU,OAAOV,sBAAsBW,MAAM;IAC5D,IAAID,WAAW,QAAQ,OAAOV,sBAAsBY,IAAI;IACxD,0DAA0D;IAC1D,IAAIF,WAAW,UAAU,OAAO;IAChC,IAAIA,WAAW,OAAO,OAAO;IAC7B,IAAIA,OAAOG,UAAU,CAAC,UAAU,OAAO,CAAC,KAAK,EAAEH,OAAOI,KAAK,CAAC,QAAQC,MAAM,GAAG;IAC7E,OAAOL;AACT;AAEA,kFAAkF,GAClF,OAAO,SAASM,YAAYC,IAA6B;IACvD,MAAMC,UAAUD,IAAI,CAAC,UAAU;IAC/B,IAAIE,MAAMC,OAAO,CAACF,YAAYA,QAAQH,MAAM,EAAE;QAC5C,OAAOG,QAAQG,GAAG,CAAC,CAACX,SAAWY,OAAOZ;IACxC;IACA,OAAO,OAAOO,IAAI,CAAC,SAAS,KAAK,YAAYA,IAAI,CAAC,SAAS,GAAG;QAACA,IAAI,CAAC,SAAS;KAAC,GAAG,EAAE;AACrF;AAEA,4EAA4E,GAC5E,OAAO,SAASM,cAAcC,KAAc;QAI3B;IAHf,IAAI,OAAOA,UAAU,YAAYC,OAAOC,QAAQ,CAACF,QAAQ;QACvD,OAAO,IAAIG,KAAKH,OAAOI,cAAc;IACvC;IACA,MAAMC,SAAUL,0BAAD,gBAAA,AAACA,MAAsDM,MAAM,qBAA7D,mBAACN;IAChB,OAAOK,SAASA,OAAOD,cAAc,KAAK;AAC5C;AAEA,SAASG,KAAKC,KAAmD;IAC/D,qBACE,MAAC1B;QAAM2B,SAAS;;0BACd,KAAC1B;gBAAW2B,SAAQ;gBAAUC,OAAM;0BACjCH,MAAMI,KAAK;;0BAEd,KAAC7B;gBAAW2B,SAAQ;gBAAQG,WAAU;0BACnCL,MAAMM,QAAQ;;;;AAIvB;AAeA;;;;;;;;CAQC,GACD,OAAO,SAASC,gBAAgBP,KAA2B;QAWpCf,uBAWIA,qBAGAA;IAxBzB,MAAM,EAAEuB,MAAM,EAAEC,MAAM,EAAExB,IAAI,EAAE,GAAGe;IACjC,wEAAwE;IACxE,2BAA2B;IAC3B,MAAMU,iBAAiBvC;IACvB,wEAAwE;IACxE,wEAAwE;IACxE,yBAAyB;IACzB,MAAMwC,QAAQnC;IACd,MAAMU,UAAUF,YAAYC;IAC5B,MAAM2B,aAAa3B,IAAI,CAAClB,uBAAuB;IAC/C,MAAM8C,QAAQpB,QAAOR,wBAAAA,IAAI,CAAC,kBAAkB,YAAvBA,wBAA2B,MAAOC,CAAAA,QAAQH,MAAM,GAAG,IAAI,CAAA;IAC5E,qBACE,KAACX;QACC0C,QAAQ;QACRC,MAAM9C,eAAe,YAAY;YAAE+C,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC5C;YAAM2B,SAAS;;8BACd,MAAC3B;oBAAM6C,WAAW;wBAAEC,IAAI;wBAAUC,IAAI;oBAAM;oBAAGpB,SAAS;;sCACtD,KAACF;4BAAKK,OAAM;sCACTb,eAAcN,sBAAAA,IAAI,CAAC,gBAAgB,YAArBA,sBAAyBA,IAAI,CAAC,YAAY;;sCAE3D,KAACc;4BAAKK,OAAM;sCACTb,eAAcN,qBAAAA,IAAI,CAAC,eAAe,YAApBA,qBAAwBA,IAAI,CAAC,YAAY;;sCAE1D,KAACc;4BAAKK,OAAM;sCAAYS,QAAQvB,OAAOuB,SAAS;;sCAChD,KAACd;4BAAKK,OAAM;sCACTjB,MAAMC,OAAO,CAACwB,eAAeA,WAAW7B,MAAM,GAC3C6B,WACGvB,GAAG,CAAC,CAACiC;;+CAAOX,yBAAAA,MAAOY,QAAQ,CAACjC,OAAOgC,uBAAQhC,OAAOgC;+BAClDE,IAAI,CAAC,QACPhB,iBAAAA,SAAU;;;;8BAGnB,KAACT;oBAAKK,OAAM;8BACTlB,QAAQH,MAAM,iBACb,KAACT;wBAAM6C,WAAU;wBAAMlB,SAAS;wBAAKwB,IAAI;4BAAEC,UAAU;4BAAQC,QAAQ;wBAAI;kCACtEzC,QAAQG,GAAG,CAAC,CAACX,uBACZ,KAACL;gCAAkBuD,MAAK;gCAAQ1B,SAAQ;gCAAWE,OAAO3B,gBAAgBC;+BAA/DA;yBAIf;;gBAGHgC,kBAAkBF,uBACjB,MAAClC;oBAAM2B,SAAS;;sCACd,KAAC1B;4BAAW2B,SAAQ;4BAAUC,OAAM;sCACjC;;sCAEH,KAACjC;4BACCsC,QAAQA;4BACRqB,YAAW;4BACXC,UAAUrB;;sCAMZ,KAAClC;4BAAW2B,SAAQ;4BAAUC,OAAM;sCACjC;;;qBAGH;;;;AAIZ;AACAI,gBAAgBwB,WAAW,GAAG;AAE9B,eAAexB,gBAAe"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-history-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 { CAPTURED_BY_HOST_FIELD, CONTACT_SOURCE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\n// The component path and NOT the marketing barrel, for the reason the Inbox\n// and the contacts list give: the barrel is the tenant loader's entry point\n// for the plugin's SITE half, and a console card named there ships to every\n// published page.\nimport {\n  CrmRecordAttributionZone,\n  useHasCrmRecordAttribution,\n} from './crm-attribution-zone'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\n\n/**\n * The surfaces `addHostLead` names — `signup`, `booking`, `form:{formId}`,\n * `import` — as they read on screen. A form's id is not a name, so it is\n * shown as the kind with the id beside it rather than as an opaque token.\n * The bare kind `form` is the lifecycle backfill's spelling for a person\n * whose timeline kept no form id (AGL-2631), and reads as the kind, the\n * way the contact's own source chip does.\n */\nexport function leadSourceLabel(source: string): string {\n  if (source === 'signup') return 'Sign-up'\n  if (source === 'booking') return 'Booking'\n  if (source === 'import') return CONTACT_SOURCE_LABELS.import\n  if (source === 'form') return CONTACT_SOURCE_LABELS.form\n  // A lead entered by hand or over the REST API (AGL-3231).\n  if (source === 'manual') return 'Added by hand'\n  if (source === 'api') return 'API'\n  if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`\n  return source\n}\n\n/** Every surface that produced a capture — the array, or the older single field. */\nexport function leadSources(lead: Record<string, unknown>): string[] {\n  const sources = lead['sources']\n  if (Array.isArray(sources) && sources.length) {\n    return sources.map((source) => String(source))\n  }\n  return typeof lead['source'] === 'string' && lead['source'] ? [lead['source']] : []\n}\n\n/** Epoch millis or a Firestore timestamp, as a local date-time, or a dash. */\nexport function leadTimeLabel(value: unknown): string {\n  if (typeof value === 'number' && Number.isFinite(value)) {\n    return new Date(value).toLocaleString()\n  }\n  const asDate = (value as { toDate?: () => Date } | null | undefined)?.toDate?.()\n  return asDate ? asDate.toLocaleString() : '—'\n}\n\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\nexport interface LeadHistoryCardProps {\n  /**\n   * The lead's own site, or `null` at the organization level for a lead no\n   * site captured (AGL-3278). Named on \"Captured on\" when the document\n   * carries no capture list of its own, and the one site the attribution\n   * zone is asked about — with none the zone is not drawn, as on the\n   * contact's Associations card.\n   */\n  hostId: string | null\n  leadId: string\n  lead: Record<string, unknown>\n}\n\n/**\n * What the capture door recorded about this person (AGL-2608): every\n * surface that produced a capture, how many times, and when the first and\n * the latest happened — the fields `addHostLead` keeps on the one document\n * per person — plus the campaign the first capture is credited to.\n *\n * Read-only by construction. Nothing here is the team's to edit: it is what\n * the visitor did, and the CRM's working state lives on the card above it.\n */\nexport function LeadHistoryCard(props: LeadHistoryCardProps) {\n  const { hostId, leadId, lead } = props\n  // The caption introduces what another plugin draws; with none loaded it\n  // would introduce nothing.\n  const hasAttribution = useHasCrmRecordAttribution()\n  // Sites read by NAME at the organization level, as they do in the Leads\n  // list's \"Known by\" column; under a site there is no mount and an id is\n  // all there is to print.\n  const mount = useCrmOrgMount()\n  const sources = leadSources(lead)\n  const capturedBy = lead[CAPTURED_BY_HOST_FIELD]\n  const count = Number(lead['submissionCount'] ?? 0) || (sources.length ? 1 : 0)\n  return (\n    <CardDisplay\n      header={'Captured history'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={3}>\n        <Stack direction={{ xs: 'column', md: 'row' }} spacing={3}>\n          <Fact label=\"First seen\">\n            {leadTimeLabel(lead['firstSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Last seen\">\n            {leadTimeLabel(lead['lastSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Captures\">{count ? String(count) : '—'}</Fact>\n          <Fact label=\"Captured on\">\n            {Array.isArray(capturedBy) && capturedBy.length\n              ? capturedBy\n                  .map((id) => mount?.siteName(String(id)) ?? String(id))\n                  .join(', ')\n              : (hostId ?? '—')}\n          </Fact>\n        </Stack>\n        <Fact label=\"Sources\">\n          {sources.length ? (\n            <Stack useFlexGap direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip key={source} size=\"small\" variant=\"outlined\" label={leadSourceLabel(source)} />\n              ))}\n            </Stack>\n          ) : (\n            '—'\n          )}\n        </Fact>\n        {hasAttribution && hostId ? (\n          <Stack spacing={1}>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Where this lead came from'}\n            </Typography>\n            <CrmRecordAttributionZone\n              hostId={hostId}\n              recordKind=\"lead\"\n              recordId={leadId}\n            />\n            {/* Attribution is which campaign brought the person; the\n                filing on the Campaigns card is the team's own (AGL-3274),\n                and a reader who sees one campaign here and another there\n                is owed the difference. */}\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Filing is separate — see Filed under campaigns.'}\n            </Typography>\n          </Stack>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadHistoryCard.displayName = 'LeadHistoryCard'\n\nexport default LeadHistoryCard\n"],"names":["CAPTURED_BY_HOST_FIELD","CONTACT_SOURCE_LABELS","pluginDocsHelp","CrmRecordAttributionZone","useHasCrmRecordAttribution","CardDisplay","Chip","Stack","Typography","useCrmOrgMount","leadSourceLabel","source","import","form","startsWith","slice","length","leadSources","lead","sources","Array","isArray","map","String","leadTimeLabel","value","Number","isFinite","Date","toLocaleString","asDate","toDate","Fact","props","spacing","variant","color","label","component","children","LeadHistoryCard","hostId","leadId","hasAttribution","mount","capturedBy","count","header","help","anchor","contentGutterX","contentGutterY","direction","xs","md","id","siteName","join","useFlexGap","sx","flexWrap","rowGap","size","recordKind","recordId","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,sBAAsB,EAAEC,qBAAqB,EAAEC,cAAc,QAAQ,eAAc;AAC5F,4EAA4E;AAC5E,4EAA4E;AAC5E,4EAA4E;AAC5E,kBAAkB;AAClB,SACEC,wBAAwB,EACxBC,0BAA0B,QACrB,4BAAwB;AAC/B,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACvD,SAASC,cAAc,QAAQ,gCAA4B;AAE3D;;;;;;;CAOC,GACD,OAAO,SAASC,gBAAgBC,MAAc;IAC5C,IAAIA,WAAW,UAAU,OAAO;IAChC,IAAIA,WAAW,WAAW,OAAO;IACjC,IAAIA,WAAW,UAAU,OAAOV,sBAAsBW,MAAM;IAC5D,IAAID,WAAW,QAAQ,OAAOV,sBAAsBY,IAAI;IACxD,0DAA0D;IAC1D,IAAIF,WAAW,UAAU,OAAO;IAChC,IAAIA,WAAW,OAAO,OAAO;IAC7B,IAAIA,OAAOG,UAAU,CAAC,UAAU,OAAO,CAAC,KAAK,EAAEH,OAAOI,KAAK,CAAC,QAAQC,MAAM,GAAG;IAC7E,OAAOL;AACT;AAEA,kFAAkF,GAClF,OAAO,SAASM,YAAYC,IAA6B;IACvD,MAAMC,UAAUD,IAAI,CAAC,UAAU;IAC/B,IAAIE,MAAMC,OAAO,CAACF,YAAYA,QAAQH,MAAM,EAAE;QAC5C,OAAOG,QAAQG,GAAG,CAAC,CAACX,SAAWY,OAAOZ;IACxC;IACA,OAAO,OAAOO,IAAI,CAAC,SAAS,KAAK,YAAYA,IAAI,CAAC,SAAS,GAAG;QAACA,IAAI,CAAC,SAAS;KAAC,GAAG,EAAE;AACrF;AAEA,4EAA4E,GAC5E,OAAO,SAASM,cAAcC,KAAc;QAI3B;IAHf,IAAI,OAAOA,UAAU,YAAYC,OAAOC,QAAQ,CAACF,QAAQ;QACvD,OAAO,IAAIG,KAAKH,OAAOI,cAAc;IACvC;IACA,MAAMC,SAAUL,0BAAD,gBAAA,AAACA,MAAsDM,MAAM,qBAA7D,mBAACN;IAChB,OAAOK,SAASA,OAAOD,cAAc,KAAK;AAC5C;AAEA,SAASG,KAAKC,KAAmD;IAC/D,qBACE,MAAC1B;QAAM2B,SAAS;;0BACd,KAAC1B;gBAAW2B,SAAQ;gBAAUC,OAAM;0BACjCH,MAAMI,KAAK;;0BAEd,KAAC7B;gBAAW2B,SAAQ;gBAAQG,WAAU;0BACnCL,MAAMM,QAAQ;;;;AAIvB;AAeA;;;;;;;;CAQC,GACD,OAAO,SAASC,gBAAgBP,KAA2B;QAWpCf,uBAWIA,qBAGAA;IAxBzB,MAAM,EAAEuB,MAAM,EAAEC,MAAM,EAAExB,IAAI,EAAE,GAAGe;IACjC,wEAAwE;IACxE,2BAA2B;IAC3B,MAAMU,iBAAiBvC;IACvB,wEAAwE;IACxE,wEAAwE;IACxE,yBAAyB;IACzB,MAAMwC,QAAQnC;IACd,MAAMU,UAAUF,YAAYC;IAC5B,MAAM2B,aAAa3B,IAAI,CAAClB,uBAAuB;IAC/C,MAAM8C,QAAQpB,QAAOR,wBAAAA,IAAI,CAAC,kBAAkB,YAAvBA,wBAA2B,MAAOC,CAAAA,QAAQH,MAAM,GAAG,IAAI,CAAA;IAC5E,qBACE,KAACX;QACC0C,QAAQ;QACRC,MAAM9C,eAAe,YAAY;YAAE+C,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC5C;YAAM2B,SAAS;;8BACd,MAAC3B;oBAAM6C,WAAW;wBAAEC,IAAI;wBAAUC,IAAI;oBAAM;oBAAGpB,SAAS;;sCACtD,KAACF;4BAAKK,OAAM;sCACTb,eAAcN,sBAAAA,IAAI,CAAC,gBAAgB,YAArBA,sBAAyBA,IAAI,CAAC,YAAY;;sCAE3D,KAACc;4BAAKK,OAAM;sCACTb,eAAcN,qBAAAA,IAAI,CAAC,eAAe,YAApBA,qBAAwBA,IAAI,CAAC,YAAY;;sCAE1D,KAACc;4BAAKK,OAAM;sCAAYS,QAAQvB,OAAOuB,SAAS;;sCAChD,KAACd;4BAAKK,OAAM;sCACTjB,MAAMC,OAAO,CAACwB,eAAeA,WAAW7B,MAAM,GAC3C6B,WACGvB,GAAG,CAAC,CAACiC;;+CAAOX,yBAAAA,MAAOY,QAAQ,CAACjC,OAAOgC,uBAAQhC,OAAOgC;+BAClDE,IAAI,CAAC,QACPhB,iBAAAA,SAAU;;;;8BAGnB,KAACT;oBAAKK,OAAM;8BACTlB,QAAQH,MAAM,iBACb,KAACT;wBAAMmD,UAAU;wBAACN,WAAU;wBAAMlB,SAAS;wBAAKyB,IAAI;4BAAEC,UAAU;4BAAQC,QAAQ;wBAAI;kCACjF1C,QAAQG,GAAG,CAAC,CAACX,uBACZ,KAACL;gCAAkBwD,MAAK;gCAAQ3B,SAAQ;gCAAWE,OAAO3B,gBAAgBC;+BAA/DA;yBAIf;;gBAGHgC,kBAAkBF,uBACjB,MAAClC;oBAAM2B,SAAS;;sCACd,KAAC1B;4BAAW2B,SAAQ;4BAAUC,OAAM;sCACjC;;sCAEH,KAACjC;4BACCsC,QAAQA;4BACRsB,YAAW;4BACXC,UAAUtB;;sCAMZ,KAAClC;4BAAW2B,SAAQ;4BAAUC,OAAM;sCACjC;;;qBAGH;;;;AAIZ;AACAI,gBAAgByB,WAAW,GAAG;AAE9B,eAAezB,gBAAe"}

package/src/lib/components/lead-status-options.d.ts

@@ -1,17 +1,5 @@
-import { type CrmLeadFields, type CrmLeadStatus, type CrmPicklist } from '@aglyn/aglyn';
-/**
- * The meanings a person sets by hand from a lead's status select: every one
- * but Qualified, which only a conversion sets (AGL-2608, AGL-3512).
- */
-export declare const LEAD_STATUS_HAND_SET: readonly CrmLeadStatus[];
-/** One choice of a lead status select: the org's label, and the meaning it sets. */
-export interface LeadStatusChoice {
-    label: string;
-    status: CrmLeadStatus;
-    inactive: boolean;
-}
-/** What a lead status select offers a lead: the org's active values of the hand-set meanings, and its own. */
-export declare function leadStatusChoices(picklist: CrmPicklist, lead: Pick<CrmLeadFields, 'status' | 'statusLabel'>): LeadStatusChoice[];
+import type { LeadStatusChoice } from '../model/lead-status-choices';
+export { LEAD_STATUS_HAND_SET, type LeadStatusChoice, leadStatusChoices, } from '../model/lead-status-choices';
 /**
  * The select's items, by label (AGL-3512). An Unqualified value ends in "…"
  * because it opens the dialog that asks why; the lead's own value, when the

package/src/lib/components/lead-status-options.js

@@ -15,20 +15,8 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx } from "react/jsx-runtime";
-import { crmLeadStatusOptions } from "@aglyn/aglyn";
 import { ListItemText, MenuItem } from "@mui/material";
-/**
- * The meanings a person sets by hand from a lead's status select: every one
- * but Qualified, which only a conversion sets (AGL-2608, AGL-3512).
- */ export const LEAD_STATUS_HAND_SET = [
-    'new',
-    'nurturing',
-    'working',
-    'unqualified'
-];
-/** What a lead status select offers a lead: the org's active values of the hand-set meanings, and its own. */ export function leadStatusChoices(picklist, lead) {
-    return crmLeadStatusOptions(picklist, LEAD_STATUS_HAND_SET, lead);
-}
+export { LEAD_STATUS_HAND_SET, leadStatusChoices } from "../model/lead-status-choices.js";
 /**
  * The select's items, by label (AGL-3512). An Unqualified value ends in "…"
  * because it opens the dialog that asks why; the lead's own value, when the

package/src/lib/components/lead-status-options.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-status-options.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  type CrmPicklist,\n  crmLeadStatusOptions,\n} from '@aglyn/aglyn'\nimport { ListItemText, MenuItem } from '@mui/material'\n\n/**\n * The meanings a person sets by hand from a lead's status select: every one\n * but Qualified, which only a conversion sets (AGL-2608, AGL-3512).\n */\nexport const LEAD_STATUS_HAND_SET: readonly CrmLeadStatus[] = [\n  'new',\n  'nurturing',\n  'working',\n  'unqualified',\n]\n\n/** One choice of a lead status select: the org's label, and the meaning it sets. */\nexport interface LeadStatusChoice {\n  label: string\n  status: CrmLeadStatus\n  inactive: boolean\n}\n\n/** What a lead status select offers a lead: the org's active values of the hand-set meanings, and its own. */\nexport function leadStatusChoices(\n  picklist: CrmPicklist,\n  lead: Pick<CrmLeadFields, 'status' | 'statusLabel'>,\n): LeadStatusChoice[] {\n  return crmLeadStatusOptions(picklist, LEAD_STATUS_HAND_SET, lead)\n}\n\n/**\n * The select's items, by label (AGL-3512). An Unqualified value ends in \"…\"\n * because it opens the dialog that asks why; the lead's own value, when the\n * list no longer offers it, is shown and not offered.\n */\nexport function leadStatusMenuItems(choices: readonly LeadStatusChoice[]) {\n  return choices.map((choice) => (\n    <MenuItem key={choice.label} value={choice.label} disabled={choice.inactive}>\n      <ListItemText\n        primary={choice.status === 'unqualified' ? `${choice.label}…` : choice.label}\n        slotProps={choice.inactive ? { primary: { color: 'text.secondary' } } : undefined}\n      />\n    </MenuItem>\n  ))\n}\n"],"names":["crmLeadStatusOptions","ListItemText","MenuItem","LEAD_STATUS_HAND_SET","leadStatusChoices","picklist","lead","leadStatusMenuItems","choices","map","choice","value","label","disabled","inactive","primary","status","slotProps","color","undefined"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAIEA,oBAAoB,QACf,eAAc;AACrB,SAASC,YAAY,EAAEC,QAAQ,QAAQ,gBAAe;AAEtD;;;CAGC,GACD,OAAO,MAAMC,uBAAiD;IAC5D;IACA;IACA;IACA;CACD,CAAA;AASD,4GAA4G,GAC5G,OAAO,SAASC,kBACdC,QAAqB,EACrBC,IAAmD;IAEnD,OAAON,qBAAqBK,UAAUF,sBAAsBG;AAC9D;AAEA;;;;CAIC,GACD,OAAO,SAASC,oBAAoBC,OAAoC;IACtE,OAAOA,QAAQC,GAAG,CAAC,CAACC,uBAClB,KAACR;YAA4BS,OAAOD,OAAOE,KAAK;YAAEC,UAAUH,OAAOI,QAAQ;sBACzE,cAAA,KAACb;gBACCc,SAASL,OAAOM,MAAM,KAAK,gBAAgB,GAAGN,OAAOE,KAAK,CAAC,CAAC,CAAC,GAAGF,OAAOE,KAAK;gBAC5EK,WAAWP,OAAOI,QAAQ,GAAG;oBAAEC,SAAS;wBAAEG,OAAO;oBAAiB;gBAAE,IAAIC;;WAH7DT,OAAOE,KAAK;AAO/B"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-status-options.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 { ListItemText, MenuItem } from '@mui/material'\nimport type { LeadStatusChoice } from '../model/lead-status-choices'\n\nexport {\n  LEAD_STATUS_HAND_SET,\n  type LeadStatusChoice,\n  leadStatusChoices,\n} from '../model/lead-status-choices'\n\n/**\n * The select's items, by label (AGL-3512). An Unqualified value ends in \"…\"\n * because it opens the dialog that asks why; the lead's own value, when the\n * list no longer offers it, is shown and not offered.\n */\nexport function leadStatusMenuItems(choices: readonly LeadStatusChoice[]) {\n  return choices.map((choice) => (\n    <MenuItem key={choice.label} value={choice.label} disabled={choice.inactive}>\n      <ListItemText\n        primary={choice.status === 'unqualified' ? `${choice.label}…` : choice.label}\n        slotProps={choice.inactive ? { primary: { color: 'text.secondary' } } : undefined}\n      />\n    </MenuItem>\n  ))\n}\n"],"names":["ListItemText","MenuItem","LEAD_STATUS_HAND_SET","leadStatusChoices","leadStatusMenuItems","choices","map","choice","value","label","disabled","inactive","primary","status","slotProps","color","undefined"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,YAAY,EAAEC,QAAQ,QAAQ,gBAAe;AAGtD,SACEC,oBAAoB,EAEpBC,iBAAiB,QACZ,kCAA8B;AAErC;;;;CAIC,GACD,OAAO,SAASC,oBAAoBC,OAAoC;IACtE,OAAOA,QAAQC,GAAG,CAAC,CAACC,uBAClB,KAACN;YAA4BO,OAAOD,OAAOE,KAAK;YAAEC,UAAUH,OAAOI,QAAQ;sBACzE,cAAA,KAACX;gBACCY,SAASL,OAAOM,MAAM,KAAK,gBAAgB,GAAGN,OAAOE,KAAK,CAAC,CAAC,CAAC,GAAGF,OAAOE,KAAK;gBAC5EK,WAAWP,OAAOI,QAAQ,GAAG;oBAAEC,SAAS;wBAAEG,OAAO;oBAAiB;gBAAE,IAAIC;;WAH7DT,OAAOE,KAAK;AAO/B"}

package/src/lib/components/lead-surfaces-note.js

@@ -157,6 +157,7 @@ LeadSurfaceFormList.displayName = 'LeadSurfaceFormList';
  */ export function UnroutedLeadSurfaces(props) {
     const { hostId, forms, formHref, turningOn, onTurnOn } = props;
     return /*#__PURE__*/ _jsxs(Stack, {
+        useFlexGap: true,
         direction: "row",
         spacing: 1,
         sx: {

package/src/lib/components/lead-surfaces-note.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-surfaces-note.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\n'use client'\n\nimport { pluginRecordHref } from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { AppLink } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useConsoleHostRoute,\n  useFirestore,\n  useFirestoreCollection,\n  usePluginApiPost,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack, Tooltip, Typography } from '@mui/material'\nimport {\n  collection,\n  doc,\n  limit,\n  orderBy,\n  query,\n  serverTimestamp,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport {\n  LEAD_SURFACE_FORMS_WINDOW,\n  type LeadSurfaceForm,\n  leadSurfaceForms,\n} from '../model/lead-surfaces'\n\nexport interface LeadSurfacesNoteProps {\n  hostId: string\n}\n\n/** The always-on surfaces, named once wherever the note is drawn. */\nexport const LEAD_SURFACES_INTRO =\n  'Leads are created by bookings, forms with lead routing on, imports and New lead'\n/**\n * The rule that keeps one person one record (AGL-3232): a lead is the\n * whole record until it converts, and a person the workspace already holds\n * as a contact is not filed as a lead again.\n */\nexport const LEAD_SURFACES_CONTACTS_TOO =\n  'A lead is its own record until it converts into a contact. Someone who is already a contact is not filed as a lead again — their submission lands on the contact.'\n\n/** One site's forms, sorted into the two answers the note gives. */\nexport interface LeadSurfaceFormsResult {\n  /** `routing.lead` is on: every submission with an address files a lead. */\n  routed: LeadSurfaceForm[]\n  /** The rest, each with its verdict on whether the switch may be offered. */\n  unrouted: LeadSurfaceForm[]\n  /** The site has more forms than the window; the lists are not the whole answer. */\n  truncated: boolean\n  status: ReturnType<typeof useFirestoreCollection>['status']\n}\n\n/**\n * The site's forms, ordered by id and bounded at one past the window — the\n * same read the Inbox's form picker makes, ordered by `__name__` because a\n * form saved without a display name would otherwise fall out of an ordered\n * query and vanish from a list about routing. Host-scoped by path, so any\n * member of the site may read it and no scope predicate is needed.\n *\n * One listener per call, so a note that groups several sites mounts one\n * reader per site it shows and nothing for a site it has not opened.\n */\nexport function useLeadSurfaceForms(hostId: string): LeadSurfaceFormsResult {\n  const firestore = useFirestore()\n  const { data: formDocs, status } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string }\n  >(\n    () =>\n      query(\n        collection(firestore, 'hosts', hostId, 'forms'),\n        orderBy('__name__'),\n        limit(LEAD_SURFACE_FORMS_WINDOW + 1),\n      ),\n    [firestore, hostId],\n    { idField: '$id' },\n  )\n  return useMemo(() => {\n    const forms = leadSurfaceForms(formDocs.slice(0, LEAD_SURFACE_FORMS_WINDOW))\n    return {\n      routed: forms.filter((form) => form.routed),\n      unrouted: forms.filter((form) => !form.routed),\n      truncated: formDocs.length > LEAD_SURFACE_FORMS_WINDOW,\n      status,\n    }\n  }, [formDocs, status])\n}\n\n/** The form a switch is mid-flight on — under which site, since a form id is only unique within one. */\nexport interface LeadRoutingTarget {\n  hostId: string\n  formId: string\n}\n\n/**\n * The switch: one dotted `updateDoc` on `routing.lead`, so a dataset binding\n * beside it is untouched, under the same host-content write the form's page\n * makes. One at a time, whichever site the form is on — two switches in\n * flight would be two toasts racing for the same reader.\n *\n * `siteName` rides into the toast when the note shows more than one site,\n * because \"Contact now files a lead\" is an incomplete sentence to a reader\n * who can see three forms called Contact.\n */\nexport function useTurnOnLeadRouting(): {\n  turningOn: LeadRoutingTarget | null\n  turnOn: (target: {\n    hostId: string\n    form: LeadSurfaceForm\n    siteName?: string | null\n  }) => Promise<void>\n} {\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const postPluginApi = usePluginApiPost()\n  const [turningOn, setTurningOn] = useState<LeadRoutingTarget | null>(null)\n  const turnOn = useCallback(\n    async ({\n      hostId,\n      form,\n      siteName,\n    }: {\n      hostId: string\n      form: LeadSurfaceForm\n      siteName?: string | null\n    }) => {\n      if (turningOn) return\n      setTurningOn({ hostId, formId: form.$id })\n      const where = siteName ? ` on ${siteName}` : ''\n      try {\n        await updateDoc(doc(firestore, 'hosts', hostId, 'forms', form.$id), {\n          'routing.lead': true,\n          updatedAt: serverTimestamp(),\n        })\n        // A lead-routing form holds `0` leads until its first (AGL-3330); the\n        // counters are the forms plugin's to write, so it recounts them —\n        // by address, since this plugin may not import that one.\n        void postPluginApi('/api/forms/stats', { hostId, formIds: [form.$id] })\n        enqueueSnackbar(\n          `\"${form.displayName}\"${where} now files a lead from every submission ` +\n            'that carries an email address.',\n          { variant: 'success', persist: false },\n        )\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar(`Lead routing could not be turned on${where}.`, {\n          variant: 'error',\n          allowDuplicate: true,\n        })\n      } finally {\n        setTurningOn(null)\n      }\n    },\n    [turningOn, firestore, enqueueSnackbar, postPluginApi],\n  )\n  return { turningOn, turnOn }\n}\n\n/** A form by name, linked to its own page when the console can address it. */\nexport function LeadSurfaceFormName(props: {\n  form: LeadSurfaceForm\n  href: string | null\n}) {\n  const { form, href } = props\n  return href ? (\n    <AppLink href={href}>{form.displayName}</AppLink>\n  ) : (\n    <span>{form.displayName}</span>\n  )\n}\nLeadSurfaceFormName.displayName = 'LeadSurfaceFormName'\n\n/** The routed forms as one clause — \"A, B, and possibly more\" — for a sentence to end. */\nexport function LeadSurfaceFormList(props: {\n  forms: LeadSurfaceForm[]\n  truncated: boolean\n  formHref: (formId: string) => string | null\n}) {\n  const { forms, truncated, formHref } = props\n  return (\n    <>\n      {forms.map((form, index) => (\n        <span key={form.$id}>\n          {index ? ', ' : ''}\n          <LeadSurfaceFormName form={form} href={formHref(form.$id)} />\n        </span>\n      ))}\n      {truncated ? ', and possibly more' : ''}\n    </>\n  )\n}\nLeadSurfaceFormList.displayName = 'LeadSurfaceFormList'\n\n/**\n * \"Not routing leads:\" — every form that does not route, with the switch\n * beside the ones that could and the reason beside the ones that cannot.\n *\n * Offered only where `leadSurfaceForms` says the publish check would honor\n * it — a form with no email field, or one that records no consent, is\n * refused with the reason as the tooltip, because a switch that flips and\n * then fails at publish is the exact confusion this note exists to remove.\n */\nexport function UnroutedLeadSurfaces(props: {\n  hostId: string\n  forms: LeadSurfaceForm[]\n  formHref: (formId: string) => string | null\n  turningOn: LeadRoutingTarget | null\n  onTurnOn: (form: LeadSurfaceForm) => void\n}) {\n  const { hostId, forms, formHref, turningOn, onTurnOn } = props\n  return (\n    <Stack\n      direction=\"row\"\n      spacing={1}\n      sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n    >\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {'Not routing leads:'}\n      </Typography>\n      {forms.map((form) => {\n        const pending =\n          turningOn?.hostId === hostId && turningOn.formId === form.$id\n        return (\n          <Stack\n            key={form.$id}\n            direction=\"row\"\n            spacing={0.5}\n            sx={{ alignItems: 'center' }}\n          >\n            <Typography variant=\"caption\" component=\"span\">\n              <LeadSurfaceFormName form={form} href={formHref(form.$id)} />\n            </Typography>\n            {/*\n              Disabled with the reason as its tooltip rather than absent:\n              an absent control and an inapplicable one look alike, and\n              only one of them says what to do about it.\n            */}\n            <Tooltip title={form.blocker ?? ''}>\n              <span>\n                <Button\n                  size=\"small\"\n                  variant=\"text\"\n                  disabled={!form.canRoute || turningOn !== null}\n                  onClick={() => onTurnOn(form)}\n                >\n                  {pending ? 'Turning on…' : 'Turn on lead routing'}\n                </Button>\n              </span>\n            </Tooltip>\n          </Stack>\n        )\n      })}\n    </Stack>\n  )\n}\nUnroutedLeadSurfaces.displayName = 'UnroutedLeadSurfaces'\n\n/**\n * WHAT CREATES A LEAD ON THIS SITE (AGL-2612).\n *\n * Every capture lands in Contacts; a LEAD is filed only by a lead surface —\n * a member sign-up, a booking, or a form whose author declared\n * `routing.lead`. The first two are always on and the third is a switch on\n * each form's own page, which left the Leads list unable to say why one\n * form's people were in it and another's were not. This says so, by name,\n * and offers the switch here for the forms that could carry it.\n *\n * The reader, the switch and the two rows are shared with the\n * organization-level note (`OrgLeadSurfacesNote`), which draws them once\n * per site; this is the one-site composition. The form links resolve the\n * site's console route from the host index, because under a site that is\n * the only address the note is handed.\n */\nexport function LeadSurfacesNote(props: LeadSurfacesNoteProps) {\n  const { hostId } = props\n  const { orgSlug, subdomain: host } = useConsoleHostRoute(hostId)\n  const { routed, unrouted, truncated, status } = useLeadSurfaceForms(hostId)\n  const { turningOn, turnOn } = useTurnOnLeadRouting()\n\n  const formHref = useCallback(\n    (formId: string) =>\n      orgSlug && host\n        ? pluginRecordHref('form', { orgSlug, host }, formId)\n        : null,\n    [orgSlug, host],\n  )\n\n  return (\n    <Stack spacing={0.5}>\n      <Typography variant=\"body2\" color=\"text.secondary\" component=\"div\">\n        {LEAD_SURFACES_INTRO}\n        {status === 'loading' ? (\n          '…'\n        ) : routed.length ? (\n          <>\n            {': '}\n            <LeadSurfaceFormList forms={routed} truncated={truncated} formHref={formHref} />\n            {'.'}\n          </>\n        ) : (\n          ' — no form routes leads yet.'\n        )}\n        {` ${LEAD_SURFACES_CONTACTS_TOO}`}\n      </Typography>\n      {unrouted.length ? (\n        <UnroutedLeadSurfaces\n          hostId={hostId}\n          forms={unrouted}\n          formHref={formHref}\n          turningOn={turningOn}\n          onTurnOn={(form) => void turnOn({ hostId, form })}\n        />\n      ) : null}\n    </Stack>\n  )\n}\nLeadSurfacesNote.displayName = 'LeadSurfacesNote'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-surfaces-note.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\n'use client'\n\nimport { pluginRecordHref } from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { AppLink } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useConsoleHostRoute,\n  useFirestore,\n  useFirestoreCollection,\n  usePluginApiPost,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack, Tooltip, Typography } from '@mui/material'\nimport {\n  collection,\n  doc,\n  limit,\n  orderBy,\n  query,\n  serverTimestamp,\n  updateDoc,\n} from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport {\n  LEAD_SURFACE_FORMS_WINDOW,\n  type LeadSurfaceForm,\n  leadSurfaceForms,\n} from '../model/lead-surfaces'\n\nexport interface LeadSurfacesNoteProps {\n  hostId: string\n}\n\n/** The always-on surfaces, named once wherever the note is drawn. */\nexport const LEAD_SURFACES_INTRO =\n  'Leads are created by bookings, forms with lead routing on, imports and New lead'\n/**\n * The rule that keeps one person one record (AGL-3232): a lead is the\n * whole record until it converts, and a person the workspace already holds\n * as a contact is not filed as a lead again.\n */\nexport const LEAD_SURFACES_CONTACTS_TOO =\n  'A lead is its own record until it converts into a contact. Someone who is already a contact is not filed as a lead again — their submission lands on the contact.'\n\n/** One site's forms, sorted into the two answers the note gives. */\nexport interface LeadSurfaceFormsResult {\n  /** `routing.lead` is on: every submission with an address files a lead. */\n  routed: LeadSurfaceForm[]\n  /** The rest, each with its verdict on whether the switch may be offered. */\n  unrouted: LeadSurfaceForm[]\n  /** The site has more forms than the window; the lists are not the whole answer. */\n  truncated: boolean\n  status: ReturnType<typeof useFirestoreCollection>['status']\n}\n\n/**\n * The site's forms, ordered by id and bounded at one past the window — the\n * same read the Inbox's form picker makes, ordered by `__name__` because a\n * form saved without a display name would otherwise fall out of an ordered\n * query and vanish from a list about routing. Host-scoped by path, so any\n * member of the site may read it and no scope predicate is needed.\n *\n * One listener per call, so a note that groups several sites mounts one\n * reader per site it shows and nothing for a site it has not opened.\n */\nexport function useLeadSurfaceForms(hostId: string): LeadSurfaceFormsResult {\n  const firestore = useFirestore()\n  const { data: formDocs, status } = useFirestoreCollection<\n    Record<string, unknown> & { $id: string }\n  >(\n    () =>\n      query(\n        collection(firestore, 'hosts', hostId, 'forms'),\n        orderBy('__name__'),\n        limit(LEAD_SURFACE_FORMS_WINDOW + 1),\n      ),\n    [firestore, hostId],\n    { idField: '$id' },\n  )\n  return useMemo(() => {\n    const forms = leadSurfaceForms(formDocs.slice(0, LEAD_SURFACE_FORMS_WINDOW))\n    return {\n      routed: forms.filter((form) => form.routed),\n      unrouted: forms.filter((form) => !form.routed),\n      truncated: formDocs.length > LEAD_SURFACE_FORMS_WINDOW,\n      status,\n    }\n  }, [formDocs, status])\n}\n\n/** The form a switch is mid-flight on — under which site, since a form id is only unique within one. */\nexport interface LeadRoutingTarget {\n  hostId: string\n  formId: string\n}\n\n/**\n * The switch: one dotted `updateDoc` on `routing.lead`, so a dataset binding\n * beside it is untouched, under the same host-content write the form's page\n * makes. One at a time, whichever site the form is on — two switches in\n * flight would be two toasts racing for the same reader.\n *\n * `siteName` rides into the toast when the note shows more than one site,\n * because \"Contact now files a lead\" is an incomplete sentence to a reader\n * who can see three forms called Contact.\n */\nexport function useTurnOnLeadRouting(): {\n  turningOn: LeadRoutingTarget | null\n  turnOn: (target: {\n    hostId: string\n    form: LeadSurfaceForm\n    siteName?: string | null\n  }) => Promise<void>\n} {\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const postPluginApi = usePluginApiPost()\n  const [turningOn, setTurningOn] = useState<LeadRoutingTarget | null>(null)\n  const turnOn = useCallback(\n    async ({\n      hostId,\n      form,\n      siteName,\n    }: {\n      hostId: string\n      form: LeadSurfaceForm\n      siteName?: string | null\n    }) => {\n      if (turningOn) return\n      setTurningOn({ hostId, formId: form.$id })\n      const where = siteName ? ` on ${siteName}` : ''\n      try {\n        await updateDoc(doc(firestore, 'hosts', hostId, 'forms', form.$id), {\n          'routing.lead': true,\n          updatedAt: serverTimestamp(),\n        })\n        // A lead-routing form holds `0` leads until its first (AGL-3330); the\n        // counters are the forms plugin's to write, so it recounts them —\n        // by address, since this plugin may not import that one.\n        void postPluginApi('/api/forms/stats', { hostId, formIds: [form.$id] })\n        enqueueSnackbar(\n          `\"${form.displayName}\"${where} now files a lead from every submission ` +\n            'that carries an email address.',\n          { variant: 'success', persist: false },\n        )\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar(`Lead routing could not be turned on${where}.`, {\n          variant: 'error',\n          allowDuplicate: true,\n        })\n      } finally {\n        setTurningOn(null)\n      }\n    },\n    [turningOn, firestore, enqueueSnackbar, postPluginApi],\n  )\n  return { turningOn, turnOn }\n}\n\n/** A form by name, linked to its own page when the console can address it. */\nexport function LeadSurfaceFormName(props: {\n  form: LeadSurfaceForm\n  href: string | null\n}) {\n  const { form, href } = props\n  return href ? (\n    <AppLink href={href}>{form.displayName}</AppLink>\n  ) : (\n    <span>{form.displayName}</span>\n  )\n}\nLeadSurfaceFormName.displayName = 'LeadSurfaceFormName'\n\n/** The routed forms as one clause — \"A, B, and possibly more\" — for a sentence to end. */\nexport function LeadSurfaceFormList(props: {\n  forms: LeadSurfaceForm[]\n  truncated: boolean\n  formHref: (formId: string) => string | null\n}) {\n  const { forms, truncated, formHref } = props\n  return (\n    <>\n      {forms.map((form, index) => (\n        <span key={form.$id}>\n          {index ? ', ' : ''}\n          <LeadSurfaceFormName form={form} href={formHref(form.$id)} />\n        </span>\n      ))}\n      {truncated ? ', and possibly more' : ''}\n    </>\n  )\n}\nLeadSurfaceFormList.displayName = 'LeadSurfaceFormList'\n\n/**\n * \"Not routing leads:\" — every form that does not route, with the switch\n * beside the ones that could and the reason beside the ones that cannot.\n *\n * Offered only where `leadSurfaceForms` says the publish check would honor\n * it — a form with no email field, or one that records no consent, is\n * refused with the reason as the tooltip, because a switch that flips and\n * then fails at publish is the exact confusion this note exists to remove.\n */\nexport function UnroutedLeadSurfaces(props: {\n  hostId: string\n  forms: LeadSurfaceForm[]\n  formHref: (formId: string) => string | null\n  turningOn: LeadRoutingTarget | null\n  onTurnOn: (form: LeadSurfaceForm) => void\n}) {\n  const { hostId, forms, formHref, turningOn, onTurnOn } = props\n  return (\n    <Stack\n      useFlexGap\n      direction=\"row\"\n      spacing={1}\n      sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n    >\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {'Not routing leads:'}\n      </Typography>\n      {forms.map((form) => {\n        const pending =\n          turningOn?.hostId === hostId && turningOn.formId === form.$id\n        return (\n          <Stack\n            key={form.$id}\n            direction=\"row\"\n            spacing={0.5}\n            sx={{ alignItems: 'center' }}\n          >\n            <Typography variant=\"caption\" component=\"span\">\n              <LeadSurfaceFormName form={form} href={formHref(form.$id)} />\n            </Typography>\n            {/*\n              Disabled with the reason as its tooltip rather than absent:\n              an absent control and an inapplicable one look alike, and\n              only one of them says what to do about it.\n            */}\n            <Tooltip title={form.blocker ?? ''}>\n              <span>\n                <Button\n                  size=\"small\"\n                  variant=\"text\"\n                  disabled={!form.canRoute || turningOn !== null}\n                  onClick={() => onTurnOn(form)}\n                >\n                  {pending ? 'Turning on…' : 'Turn on lead routing'}\n                </Button>\n              </span>\n            </Tooltip>\n          </Stack>\n        )\n      })}\n    </Stack>\n  )\n}\nUnroutedLeadSurfaces.displayName = 'UnroutedLeadSurfaces'\n\n/**\n * WHAT CREATES A LEAD ON THIS SITE (AGL-2612).\n *\n * Every capture lands in Contacts; a LEAD is filed only by a lead surface —\n * a member sign-up, a booking, or a form whose author declared\n * `routing.lead`. The first two are always on and the third is a switch on\n * each form's own page, which left the Leads list unable to say why one\n * form's people were in it and another's were not. This says so, by name,\n * and offers the switch here for the forms that could carry it.\n *\n * The reader, the switch and the two rows are shared with the\n * organization-level note (`OrgLeadSurfacesNote`), which draws them once\n * per site; this is the one-site composition. The form links resolve the\n * site's console route from the host index, because under a site that is\n * the only address the note is handed.\n */\nexport function LeadSurfacesNote(props: LeadSurfacesNoteProps) {\n  const { hostId } = props\n  const { orgSlug, subdomain: host } = useConsoleHostRoute(hostId)\n  const { routed, unrouted, truncated, status } = useLeadSurfaceForms(hostId)\n  const { turningOn, turnOn } = useTurnOnLeadRouting()\n\n  const formHref = useCallback(\n    (formId: string) =>\n      orgSlug && host\n        ? pluginRecordHref('form', { orgSlug, host }, formId)\n        : null,\n    [orgSlug, host],\n  )\n\n  return (\n    <Stack spacing={0.5}>\n      <Typography variant=\"body2\" color=\"text.secondary\" component=\"div\">\n        {LEAD_SURFACES_INTRO}\n        {status === 'loading' ? (\n          '…'\n        ) : routed.length ? (\n          <>\n            {': '}\n            <LeadSurfaceFormList forms={routed} truncated={truncated} formHref={formHref} />\n            {'.'}\n          </>\n        ) : (\n          ' — no form routes leads yet.'\n        )}\n        {` ${LEAD_SURFACES_CONTACTS_TOO}`}\n      </Typography>\n      {unrouted.length ? (\n        <UnroutedLeadSurfaces\n          hostId={hostId}\n          forms={unrouted}\n          formHref={formHref}\n          turningOn={turningOn}\n          onTurnOn={(form) => void turnOn({ hostId, form })}\n        />\n      ) : null}\n    </Stack>\n  )\n}\nLeadSurfacesNote.displayName = 'LeadSurfacesNote'\n\nexport default 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package/src/lib/components/lead-unqualify-dialog.d.ts

@@ -1,5 +1,4 @@
-/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */
-export declare const UNQUALIFY_REASON_MAX = 500;
+export { UNQUALIFY_REASON_MAX } from '../model/lead-status-choices';
 export interface LeadUnqualifyDialogProps {
     open: boolean;
     onClose: () => void;

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

@@ -25,7 +25,8 @@ import { useEffect, useState } from "react";
 import { useCrmScope } from "../hooks/use-crm-scope.js";
 import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
 import { useLeadStatusPicklist } from "../hooks/use-lead-status-picklist.js";
-/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */ export const UNQUALIFY_REASON_MAX = 500;
+import { UNQUALIFY_REASON_MAX } from "../model/lead-status-choices.js";
+export { UNQUALIFY_REASON_MAX } from "../model/lead-status-choices.js";
 const REASON_MAX = UNQUALIFY_REASON_MAX;
 /**
  * Close a lead without converting it, with the reason why (AGL-2608).

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-unqualify-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { type CrmLeadFields, crmLeadStatusLabelFor, crmLeadStatusOptions } from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  MenuItem,\n  Stack,\n  TextField,\n} from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\nimport { useLeadStatusPicklist } from '../hooks/use-lead-status-picklist'\n\n/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */\nexport const UNQUALIFY_REASON_MAX = 500\nconst REASON_MAX = UNQUALIFY_REASON_MAX\n\nexport interface LeadUnqualifyDialogProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The lead's own site, or `null` at the organization level (AGL-3278).\n   * The write is an org-scoped one-field update; the site is read for the\n   * org root, which the mount answers without one.\n   */\n  hostId: string | null\n  leadId: string\n  /** How the lead reads in the title — its name, else its address. */\n  leadLabel: string\n  /**\n   * The Unqualified value the lead is closed as, when the reader already\n   * picked one (AGL-3512); the meaning's default label otherwise.\n   */\n  statusLabel?: string | null\n}\n\n/**\n * Close a lead without converting it, with the reason why (AGL-2608).\n *\n * The reason is REQUIRED. An unqualified lead with no reason is a row that\n * says only \"somebody gave up\", and the one thing a report on lost leads\n * wants to count is why. A client-direct write: `hosts/{hostId}/leads` is\n * not in the catch-all's update exclusions, so a site admin, editor or\n * author may update it, and nothing here needs the server.\n */\nexport function LeadUnqualifyDialog(props: LeadUnqualifyDialogProps) {\n  const { open, onClose, hostId, leadId, leadLabel, statusLabel } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const [reason, setReason] = useState('')\n  const [busy, setBusy] = useState(false)\n  // The org's Unqualified values (AGL-3512): a choice only when it keeps several.\n  const statuses = useLeadStatusPicklist(orgId)\n  const closedAs = crmLeadStatusOptions(statuses.picklist, ['unqualified'])\n  const [label, setLabel] = useState('')\n\n  useEffect(() => {\n    if (!open) return\n    setReason('')\n    setLabel(statusLabel || crmLeadStatusLabelFor(statuses.picklist, 'unqualified'))\n    // Seeded as the dialog opens; the list arriving later does not reset a pick.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, statusLabel])\n\n  const submit = async () => {\n    const trimmed = reason.trim()\n    if (!trimmed) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setBusy(true)\n    try {\n      const fields: Required<Pick<CrmLeadFields, 'status' | 'statusLabel' | 'unqualifiedReason'>> = {\n        status: 'unqualified',\n        // The meaning and the org's label for it, always together (AGL-3512).\n        statusLabel: label || crmLeadStatusLabelFor(statuses.picklist, 'unqualified'),\n        unqualifiedReason: trimmed.slice(0, REASON_MAX),\n      }\n      await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n        ...fields,\n        updatedAt: serverTimestamp(),\n      })\n      // A rule may share by status (AGL-3336).\n      followUpSharing('leads', [leadId])\n      enqueueSnackbar(`Lead marked ${fields.statusLabel}`, { variant: 'success', persist: false })\n      onClose()\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={onClose} maxWidth=\"xs\" fullWidth>\n      <DialogTitle>{`Unqualify ${leadLabel}?`}</DialogTitle>\n      <DialogContent>\n        <DialogContentText sx={{ mb: 2 }}>\n          {'The lead stays on file and drops out of the open list. Say why, ' +\n            'so the reason can be counted later.'}\n        </DialogContentText>\n        <Stack spacing={2}>\n          {closedAs.length > 1 ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={closedAs.some((option) => option.label === label) ? label : ''}\n              onChange={(event) => setLabel(String(event.target.value))}\n              fullWidth\n            >\n              {closedAs.map((option) => (\n                <MenuItem key={option.label} value={option.label}>\n                  {option.label}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : null}\n          <TextField\n            label=\"Reason\"\n            value={reason}\n            onChange={(event) => setReason(event.target.value)}\n            multiline\n            minRows={2}\n            fullWidth\n            autoFocus\n            slotProps={{ htmlInput: { maxLength: REASON_MAX } }}\n          />\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          color=\"warning\"\n          onClick={() => void submit()}\n          disabled={busy || !reason.trim()}\n        >\n          {'Unqualify'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nLeadUnqualifyDialog.displayName = 'LeadUnqualifyDialog'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-unqualify-dialog.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { type CrmLeadFields, crmLeadStatusLabelFor, crmLeadStatusOptions } from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  MenuItem,\n  Stack,\n  TextField,\n} from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\nimport { useLeadStatusPicklist } from '../hooks/use-lead-status-picklist'\nimport { UNQUALIFY_REASON_MAX } from '../model/lead-status-choices'\n\nexport { UNQUALIFY_REASON_MAX } from '../model/lead-status-choices'\n\nconst REASON_MAX = UNQUALIFY_REASON_MAX\n\nexport interface LeadUnqualifyDialogProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The lead's own site, or `null` at the organization level (AGL-3278).\n   * The write is an org-scoped one-field update; the site is read for the\n   * org root, which the mount answers without one.\n   */\n  hostId: string | null\n  leadId: string\n  /** How the lead reads in the title — its name, else its address. */\n  leadLabel: string\n  /**\n   * The Unqualified value the lead is closed as, when the reader already\n   * picked one (AGL-3512); the meaning's default label otherwise.\n   */\n  statusLabel?: string | null\n}\n\n/**\n * Close a lead without converting it, with the reason why (AGL-2608).\n *\n * The reason is REQUIRED. An unqualified lead with no reason is a row that\n * says only \"somebody gave up\", and the one thing a report on lost leads\n * wants to count is why. A client-direct write: `hosts/{hostId}/leads` is\n * not in the catch-all's update exclusions, so a site admin, editor or\n * author may update it, and nothing here needs the server.\n */\nexport function LeadUnqualifyDialog(props: LeadUnqualifyDialogProps) {\n  const { open, onClose, hostId, leadId, leadLabel, statusLabel } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const [reason, setReason] = useState('')\n  const [busy, setBusy] = useState(false)\n  // The org's Unqualified values (AGL-3512): a choice only when it keeps several.\n  const statuses = useLeadStatusPicklist(orgId)\n  const closedAs = crmLeadStatusOptions(statuses.picklist, ['unqualified'])\n  const [label, setLabel] = useState('')\n\n  useEffect(() => {\n    if (!open) return\n    setReason('')\n    setLabel(statusLabel || crmLeadStatusLabelFor(statuses.picklist, 'unqualified'))\n    // Seeded as the dialog opens; the list arriving later does not reset a pick.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, statusLabel])\n\n  const submit = async () => {\n    const trimmed = reason.trim()\n    if (!trimmed) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setBusy(true)\n    try {\n      const fields: Required<Pick<CrmLeadFields, 'status' | 'statusLabel' | 'unqualifiedReason'>> = {\n        status: 'unqualified',\n        // The meaning and the org's label for it, always together (AGL-3512).\n        statusLabel: label || crmLeadStatusLabelFor(statuses.picklist, 'unqualified'),\n        unqualifiedReason: trimmed.slice(0, REASON_MAX),\n      }\n      await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n        ...fields,\n        updatedAt: serverTimestamp(),\n      })\n      // A rule may share by status (AGL-3336).\n      followUpSharing('leads', [leadId])\n      enqueueSnackbar(`Lead marked ${fields.statusLabel}`, { variant: 'success', persist: false })\n      onClose()\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={onClose} maxWidth=\"xs\" fullWidth>\n      <DialogTitle>{`Unqualify ${leadLabel}?`}</DialogTitle>\n      <DialogContent>\n        <DialogContentText sx={{ mb: 2 }}>\n          {'The lead stays on file and drops out of the open list. Say why, ' +\n            'so the reason can be counted later.'}\n        </DialogContentText>\n        <Stack spacing={2}>\n          {closedAs.length > 1 ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={closedAs.some((option) => option.label === label) ? label : ''}\n              onChange={(event) => setLabel(String(event.target.value))}\n              fullWidth\n            >\n              {closedAs.map((option) => (\n                <MenuItem key={option.label} value={option.label}>\n                  {option.label}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : null}\n          <TextField\n            label=\"Reason\"\n            value={reason}\n            onChange={(event) => setReason(event.target.value)}\n            multiline\n            minRows={2}\n            fullWidth\n            autoFocus\n            slotProps={{ htmlInput: { maxLength: REASON_MAX } }}\n          />\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          color=\"warning\"\n          onClick={() => void submit()}\n          disabled={busy || !reason.trim()}\n        >\n          {'Unqualify'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nLeadUnqualifyDialog.displayName = 'LeadUnqualifyDialog'\n\nexport default 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package/src/lib/components/linked-deals-card.js

@@ -130,6 +130,7 @@ import { DealEditDrawer } from "./deal-edit-drawer.js";
                         var _ref;
                         const stage = dealStageById(pipelineState.pipelineById(deal.pipelineId), deal.stageId);
                         return /*#__PURE__*/ _jsxs(Stack, {
+                            useFlexGap: true,
                             direction: "row",
                             spacing: 1,
                             sx: {

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 { 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 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+{"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                  useFlexGap\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 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package/src/lib/components/picklist-values-card.js

@@ -600,6 +600,7 @@ import { crmTaskCallScope } from "../model/task-routes.js";
                                         }) : null,
                                         /*#__PURE__*/ _jsx(TableCell, {
                                             children: /*#__PURE__*/ _jsxs(Stack, {
+                                                useFlexGap: true,
                                                 direction: "row",
                                                 spacing: 1,
                                                 sx: {