@aglyn/plugins-crm 1.0.0-beta.231 → 1.0.0-beta.233

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-properties-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 * as Aglyn from '@aglyn/aglyn'\nimport type {\n  AglynOrgBilling,\n  ConsentGroup,\n  CrmLeadFields,\n  CrmLeadProfilePatch,\n} from '@aglyn/aglyn'\nimport { mdiAccountCancelOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  FormControl,\n  InputLabel,\n  Select,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useId, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { useLeadStatusPicklist } from '../hooks/use-lead-status-picklist'\nimport { useLeadPicklists } from '../hooks/use-lead-picklists'\nimport {\n  crmCustomDraftChanges,\n  type CrmCustomDraft,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  LeadProfileFields,\n  type LeadProfileDraft,\n  leadProfileDraftBody,\n  leadProfileDraftFrom,\n} from './lead-profile-fields'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmEmailGatewayChip } from './crm-email-check'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadStatusChip } from './lead-status-chip'\nimport { leadStatusChoices, leadStatusMenuItems } from './lead-status-options'\nimport { crmClientListFields, CRM_CLIENT_SEARCH_FIELDS } from '../model/crm-list-query'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/** The Leads list's fields a profile save rewrites; the verdict key is the server's. */\nconst LEAD_CLIENT_LIST_FIELDS = [\n  ...CRM_CLIENT_SEARCH_FIELDS,\n  'leadSourceKey',\n  // The lead source's group, read off the org's list (AGL-3577).\n  'leadSourceDirection',\n  // Industry and Rating (AGL-3513).\n  'industryKey',\n  'ratingKey',\n] as const\n\nconst NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX\n\n/** The patch as the document takes it: a cleared field is deleted, not blanked. */\nfunction profileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n  const write: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(patch)) {\n    if (value === undefined) continue\n    write[key] = value === null ? deleteField() : value\n  }\n  return write\n}\n\n/**\n * Why Convert is refused while an erasure waits on the person — the same\n * sentence shape the overflow's items carry, so the two read as one state.\n */\nexport const CONVERT_PENDING_ERASURE_REASON = 'An erasure is pending for this person'\n\n/** A label over a value — the record page's one row shape. */\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 LeadPropertiesCardProps {\n  /**\n   * The site this lead is acted on as — the mounted one, or at the\n   * organization level the lead's own first capturing site (AGL-3278).\n   * `null` for a lead no site has captured: the booking door, the call and\n   * the email close, because each of them is one site's to offer.\n   */\n  hostId: string | null\n  /**\n   * The group the consent basis is read against (AGL-3278): the site's own\n   * declared group, resolved by the page. Not `soloConsentGroup(hostId)`,\n   * which is what this card used to spell and which cannot see a refusal\n   * recorded against a sibling brand — three sites presenting as one sender\n   * are one sender to the person unsubscribing from them.\n   */\n  consentGroup: ConsentGroup\n  /**\n   * The org the site belongs to, as the page already resolved it — the\n   * custom lead fields are ORG-wide (AGL-3272), and a second lookup here\n   * would be one more read per record page for an answer already in hand.\n   */\n  orgId: string | null\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  basePath: string\n  roster: OrgMemberOptions\n  onConvert: () => void\n  /** Opens the Unqualify dialog — with the Unqualified value picked, when the status select named one. */\n  onUnqualify: (statusLabel?: string) => void\n  /**\n   * Items the page adds to the overflow beside Unqualify — the privacy\n   * erasure (AGL-2623) lives on the page, because it needs the workspace\n   * role and the API, and this card owns the header it must appear in.\n   */\n  extraMenuItems?: RowActionsMenuItem[]\n  /** What the page shows above the facts — the erasure-pending state. */\n  banner?: React.ReactNode\n  /**\n   * Chips the page adds after the owner — the campaigns the lead is filed\n   * under (AGL-3274), named from the containers the page reads once for\n   * this header and the Campaigns card below it.\n   */\n  extraChips?: React.ReactNode\n  /**\n   * An erasure request is waiting on this person (AGL-2623). Convert stays\n   * on the page but is refused with the reason, the way the overflow's items\n   * are: a conversion filed now would reach the capture door only to be\n   * refused there, and the lead itself goes when the request runs.\n   */\n  erasurePending?: boolean\n  /**\n   * The org the shell passed: the booking door reads whether the lead's site\n   * runs Bookings and whether the plan is entitled to it (AGL-2660), and a\n   * logged call reads the activity scope it belongs in (AGL-2661).\n   */\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * What the team knows and decides about a lead: status, owner, notes, and\n * the identity and consent the capture recorded (AGL-2608).\n *\n * Two cards. The record's header carries the identity, the status and owner,\n * the consent the capture recorded and the record's actions. **Details**\n * under it carries the profile, the org's own lead fields under **More\n * fields**, and the notes — one card with one Save in its header, the way\n * Salesforce keeps a record's standard and custom fields in one Details\n * section.\n *\n * Status and owner are single-field client writes — the rules let a site\n * admin, editor or author update `hosts/{hostId}/leads`, and a one-field\n * `update` cannot roll anything else back. The details are drafts seeded\n * from the document, so their save goes through `writeGuardedBySeed`: a\n * draft edited over a cached read would otherwise overwrite a newer note or\n * profile with an older one.\n *\n * Converted leads are read-only here, but for the notes. Their status is the\n * conversion, and the header's actions become links to what the conversion\n * made.\n */\nexport function LeadPropertiesCard(props: LeadPropertiesCardProps) {\n  const {\n    hostId,\n    consentGroup,\n    orgId,\n    leadId,\n    lead,\n    leadStatus,\n    fromCache,\n    basePath,\n    roster,\n    onConvert,\n    onUnqualify,\n    extraMenuItems = [],\n    banner,\n    extraChips,\n    erasurePending = false,\n    org,\n  } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const routes = crmRoutes(basePath)\n  // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  /*\n   * Built at USE, not at render (AGL-3275). A lead is an org row, so the org\n   * has to be known to address one — and `orgId` is null while the lookup\n   * settles. Composing a ref from that null throws during render, which the\n   * page shows as a 500 rather than as a card still loading.\n   */\n  const refFor = () => (orgId ? doc(firestore, 'orgs', orgId, 'leads', leadId) : null)\n  const status = Aglyn.crmLeadStatus(lead)\n  const converted = Boolean(lead.convertedContactId)\n  const open = Aglyn.isCrmLeadOpen(lead) && !converted\n  // The last verdict on the address (AGL-3245), as the platform stamped it.\n  const emailState = Aglyn.readEmailState(lead)\n  /** What a capture that took a number left on the document (AGL-2661). */\n  const leadPhone = String(lead['phone'] ?? '').trim()\n  const leadMobile = String(lead.mobilePhone ?? '').trim()\n  // The person asked not to be phoned (AGL-3513): a hint on every dial control.\n  const doNotCall = lead.doNotCall === true\n\n  const [notes, setNotes] = useState(String(lead.notes ?? ''))\n  // The label's id, so the status combobox is named \"Status\" rather than\n  // after the status it shows — see `LeadOwnerSelect`.\n  const statusLabelId = useId()\n  const [notesDirty, setNotesDirty] = useState(false)\n  /*\n   * THE LEAD'S OWN PROFILE (AGL-3231, AGL-3513) — the name's parts,\n   * company, title, the phones, website, address, tags, lead source,\n   * industry, rating, size and revenue — edited in the Details card with\n   * the notes and the custom fields, under one Save, the way the contact's\n   * Properties card saves. Seeded from the document and guarded on save: a\n   * draft edited over a cached read must not overwrite a newer profile\n   * with an older one.\n   */\n  const [profile, setProfile] = useState<LeadProfileDraft>(() => leadProfileDraftFrom(lead))\n  const [profileDirty, setProfileDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  const [profileErrors, setProfileErrors] = useState<Record<string, string>>({})\n  // The stored profile as one value, so a change to any of its fields reseeds.\n  const profileSeed = JSON.stringify(Aglyn.CRM_LEAD_PROFILE_KEYS.map((key) => lead[key] ?? null))\n  useEffect(() => {\n    if (!profileDirty) setProfile(leadProfileDraftFrom(lead))\n    // The draft follows the document until it is edited.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [profileDirty, profileSeed])\n  /*\n   * THE ORG'S OWN LEAD FIELDS (AGL-3272), edited under the same Save as\n   * the profile: one button over one card, so a person filling a lead in\n   * does not have to find two.\n   *\n   * The draft holds only the keys the reader touched, and Save writes the\n   * difference as dotted paths — a `custom` map written whole would take\n   * out every key this card did not show, which is what a retired field's\n   * values and an integration's writes sit under.\n   */\n  const fields = useContactFieldDefinitions(orgId, 'lead')\n  // The org's lead source values (AGL-3298), for the select below.\n  const leadSources = useLeadSourcePicklist(orgId)\n  // The org's lead status values (AGL-3512): the chip's words and the select's choices.\n  const leadStatuses = useLeadStatusPicklist(orgId)\n  // The org's Salutation, Industry and Rating lists (AGL-3513).\n  const leadPicklists = useLeadPicklists(orgId)\n  const statusChoices = useMemo(\n    () => leadStatusChoices(leadStatuses.picklist, lead),\n    [leadStatuses.picklist, lead],\n  )\n  const storedCustom = useMemo(() => lead.custom ?? {}, [lead.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  const editProfile = <K extends keyof LeadProfileDraft>(key: K, value: LeadProfileDraft[K]) => {\n    setProfile((current) => ({ ...current, [key]: value }))\n    setProfileDirty(true)\n  }\n  // A newer note from the server replaces an UNEDITED draft; an edited one is\n  // the reader's, and the guard on save decides whether it may land.\n  useEffect(() => {\n    if (!notesDirty) setNotes(String(lead.notes ?? ''))\n  }, [lead.notes, notesDirty])\n\n  /** One update of the lead, and whether it landed. */\n  const write = async (fields: Record<string, unknown>, done: string): Promise<boolean> => {\n    try {\n      const ref = refFor()\n      if (!ref) {\n        enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n          variant: 'warning',\n          persist: false,\n        })\n        return false\n      }\n      await updateDoc(ref, { ...fields, updatedAt: serverTimestamp() })\n      followUpSharing('leads', [leadId])\n      enqueueSnackbar(done, { variant: 'success', persist: false })\n      return true\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n      return false\n    }\n  }\n\n  /*\n   * What Save is offered for: a profile field edited, a custom value that\n   * differs from the stored map, or the notes. Touched-and-put-back does\n   * not count for a custom value — the draft keeps the key either way, and\n   * a Save that wrote nothing would still bump `updatedAt`.\n   */\n  const customChanged = crmCustomDraftChanges(storedCustom, custom).length > 0\n  const dirty = profileDirty || customChanged || notesDirty\n\n  /** Every draft back to what the document holds. */\n  const discard = () => {\n    setProfile(leadProfileDraftFrom(lead))\n    setProfileDirty(false)\n    setProfileErrors({})\n    setCustom({})\n    setNotes(String(lead.notes ?? ''))\n    setNotesDirty(false)\n  }\n\n  /*\n   * The Details card's one Save: the profile and the custom values while\n   * the lead is open, and the notes, in one update. A converted lead's\n   * profile is the contact's now, so only its notes are written.\n   */\n  const saveDetails = async () => {\n    const update: Record<string, unknown> = {}\n    if (!converted && (profileDirty || customChanged)) {\n      const { body, revenueError } = leadProfileDraftBody(profile)\n      const { patch, errors } = Aglyn.normalizeCrmLeadProfile(body)\n      const shown: Record<string, string> = { ...errors }\n      if (revenueError) shown['annualRevenueCents'] = revenueError\n      setProfileErrors(shown)\n      if (Object.keys(shown).length) return\n      /*\n       * A required field the reader CLEARED is refused; one the lead has\n       * always lacked is not this save's to demand, or a field added after\n       * the lead was captured would block every later edit to its company.\n       */\n      const missing = crmCustomDraftMissingRequired(\n        fields.active,\n        storedCustom,\n        custom,\n        'edit',\n      )\n      if (missing.length) {\n        enqueueSnackbar(`${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`, {\n          variant: 'warning',\n        })\n        return\n      }\n      const profileFields = profileWrite(patch)\n      // While a first or last name is set, the name is theirs (AGL-3513).\n      const composed = Aglyn.crmLeadComposedName(lead, patch)\n      if (composed && composed !== lead['name']) profileFields['name'] = composed\n      Object.assign(\n        update,\n        profileFields,\n        crmCustomDraftWrites(storedCustom, custom),\n        // The company, title, tags and lead source are what the Leads list\n        // searches and filters by (AGL-3321).\n        crmClientListFields(\n          'leads',\n          lead,\n          profileFields,\n          LEAD_CLIENT_LIST_FIELDS,\n          // A direction only from the org's list as the server answered it.\n          leadSources.ready ? { leadSources: leadSources.picklist } : {},\n        ),\n      )\n    }\n    if (notesDirty) update['notes'] = notes.trim().slice(0, NOTES_MAX)\n    if (!Object.keys(update).length) return\n    setSaving(true)\n    let landed = false\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        landed = await write(update, 'Lead saved')\n      },\n    )\n    setSaving(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The lead could not be saved.', {\n        variant: 'warning',\n      })\n      return\n    }\n    if (!landed) return\n    setProfileDirty(false)\n    setNotesDirty(false)\n    // The draft is spent: what it held is stored, and the controls read\n    // the document again.\n    setCustom({})\n  }\n\n  const consent = Aglyn.readMarketingBasis(lead, consentGroup)\n  const consentLine =\n    consent.basis === 'granted'\n      ? `Opted in to marketing${\n          consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''\n        }`\n      : consent.basis === 'declined'\n        ? 'Declined marketing'\n        : 'No marketing consent recorded — this lead cannot be emailed marketing'\n\n  return (\n    <>\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={String(lead['name'] || lead['email'] || leadId)}\n        // The name is the heading; the address is the one line under it,\n        // unless the address IS the name, in which case there is no second fact.\n        subtitle={lead['name'] ? String(lead['email'] ?? '') : undefined}\n        help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#working-a-lead-from-the-row' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        // The booking door (AGL-2660), while the lead is still the record\n        // being worked: once converted, the contact is where a meeting is\n        // booked from, and the links below lead there.\n        booking={converted ? undefined : { hostId, org, kind: 'lead', recordId: leadId }}\n        actions={\n          <>\n            {/*\n              Once converted, the lead's actions are the records the\n              conversion made.\n            */}\n            {converted ? (\n              <>\n                <Button\n                  component={AppLink as any}\n                  {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                  href={routes.contact(String(lead.convertedContactId))}\n                  size=\"small\"\n                  variant=\"outlined\"\n                >\n                  {'Open contact'}\n                </Button>\n                {lead.companyId ? (\n                  <Button\n                    component={AppLink as any}\n                    {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                    href={routes.company(lead.companyId)}\n                    size=\"small\"\n                    variant=\"outlined\"\n                  >\n                    {'Open company'}\n                  </Button>\n                ) : null}\n                {lead.dealId ? (\n                  <Button\n                    component={AppLink as any}\n                    {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                    href={routes.deal(lead.dealId)}\n                    size=\"small\"\n                    variant=\"outlined\"\n                  >\n                    {'Open deal'}\n                  </Button>\n                ) : null}\n              </>\n            ) : erasurePending ? (\n              <Tooltip title={CONVERT_PENDING_ERASURE_REASON}>\n                {/* A disabled button receives no pointer events, so the\n                    tooltip anchors on the span around it. */}\n                <span>\n                  <Button size=\"small\" variant=\"contained\" disabled>\n                    {'Convert'}\n                  </Button>\n                </span>\n              </Tooltip>\n            ) : (\n              <Button size=\"small\" variant=\"contained\" onClick={onConvert}>\n                {'Convert'}\n              </Button>\n            )}\n            {/* Dial the number the capture carried, and log the call (AGL-2661). */}\n            <CrmCallButton\n              hostId={hostId}\n              org={org}\n              link={{ leadId }}\n              phone={leadPhone || leadMobile}\n              doNotCall={doNotCall}\n            />\n            <CrmSendEmailButton\n              hostId={hostId}\n              leadId={leadId}\n              email={String(lead['email'] ?? '')}\n              name={String(lead['name'] ?? '')}\n              emailState={emailState}\n            />\n          </>\n        }\n        menuItems={[\n          ...(open\n            ? [\n                {\n                  key: 'unqualify',\n                  label: 'Unqualify',\n                  icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n                  destructive: true,\n                  onClick: () => onUnqualify(),\n                } satisfies RowActionsMenuItem,\n              ]\n            : []),\n          ...extraMenuItems,\n        ]}\n        chips={\n          <>\n            <LeadStatusChip lead={lead} statuses={leadStatuses.picklist} />\n            {/* The verdict on the address (AGL-3245), beside the status: a\n                bounce does not move New or Working, but it is the first\n                thing a person deciding whether to write must see. */}\n            <CrmEmailStateChip state={emailState} />\n            {/* The mail gateway in front of the address, and what it did\n                with this site's mail this week (AGL-3328). */}\n            <CrmEmailGatewayChip\n              hostId={hostId}\n              email={String(lead['email'] ?? '')}\n              emailState={emailState}\n            />\n            <CrmRecordChip\n              label=\"Owner\"\n              value={lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined}\n            />\n            {extraChips}\n          </>\n        }\n      >\n        <Stack spacing={3}>\n          {banner}\n          {/*\n            Only when the capture carried one (AGL-2661): the sign-up door\n            writes no phone, and a booking only when its service asks for\n            one (AGL-3493), so a row for every lead would often be a\n            permanent blank. A form that captures one fills this.\n          */}\n          {leadPhone ? (\n            <Fact label=\"Phone\">\n              <CrmPhoneLink phone={leadPhone} doNotCall={doNotCall} />\n            </Fact>\n          ) : null}\n          {leadMobile ? (\n            <Fact label=\"Mobile phone\">\n              <CrmPhoneLink phone={leadMobile} doNotCall={doNotCall} />\n            </Fact>\n          ) : null}\n          <Fact label=\"Marketing consent\">{consentLine}</Fact>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            {converted ? (\n              <Fact label=\"Status\">\n                <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                  <LeadStatusChip lead={lead} statuses={leadStatuses.picklist} />\n                  <Typography variant=\"body2\" color=\"text.secondary\">\n                    {lead.convertedAtMs\n                      ? `Converted ${new Date(lead.convertedAtMs).toLocaleString()}`\n                      : 'Converted'}\n                  </Typography>\n                </Stack>\n              </Fact>\n            ) : (\n              <FormControl size=\"small\" sx={{ minWidth: 200 }}>\n                <InputLabel id={statusLabelId}>{'Status'}</InputLabel>\n                <Select\n                  labelId={statusLabelId}\n                  label=\"Status\"\n                  value={Aglyn.crmLeadStatusLabel(lead, leadStatuses.picklist)}\n                  onChange={(event) => {\n                    const choice = statusChoices.find((entry) => entry.label === event.target.value)\n                    if (!choice) return\n                    if (choice.status === 'unqualified') {\n                      onUnqualify(choice.label)\n                      return\n                    }\n                    // The meaning and the org's label for it, together\n                    // (AGL-3512). Reopening drops the reason with the closed\n                    // state: a lead being worked again is not \"unqualified\n                    // because …\".\n                    void write(\n                      {\n                        status: choice.status,\n                        statusLabel: choice.label,\n                        ...(status === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n                      },\n                      'Status updated',\n                    )\n                  }}\n                >\n                  {leadStatusMenuItems(statusChoices)}\n                </Select>\n              </FormControl>\n            )}\n            <LeadOwnerSelect\n              value={lead.ownerUid}\n              roster={roster}\n              fullWidth={false}\n              onChange={(uid) =>\n                void write({ ownerUid: uid || deleteField() }, uid ? 'Owner assigned' : 'Owner cleared')\n              }\n            />\n          </Stack>\n          {status === 'unqualified' && lead.unqualifiedReason ? (\n            <Alert severity=\"info\">{`Unqualified: ${lead.unqualifiedReason}`}</Alert>\n          ) : null}\n        </Stack>\n      </CrmRecordHeader>\n      {/*\n        The profile (AGL-3231), the org's own lead fields (AGL-3272) and the\n        notes: what Salesforce keeps on a lead and hands to the contact and\n        the account on convert. Read-only once converted — the contact is the\n        record then, and the header's links lead there — but for the notes.\n      */}\n      <CardDisplay\n        header={'Details'}\n        help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          action: (\n            <Stack direction=\"row\" spacing={1}>\n              {dirty ? (\n                <Button size=\"small\" disabled={saving} onClick={discard}>\n                  {'Discard changes'}\n                </Button>\n              ) : null}\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                onClick={() => void saveDetails()}\n                disabled={!dirty || saving}\n              >\n                {saving ? 'Saving…' : 'Save'}\n              </Button>\n            </Stack>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          <LeadProfileFields\n            draft={profile}\n            onChange={editProfile}\n            errors={profileErrors}\n            disabled={converted}\n            leadSources={leadSources.picklist}\n            lists={leadPicklists.lists}\n            stored={lead}\n          />\n          {/*\n            The org's own lead fields (AGL-3272), after the built-in ones\n            because they describe the same record and save with it. Absent,\n            not an empty box, while the org defines none.\n          */}\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'More fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={converted || saving}\n                />\n              ))}\n            </>\n          ) : null}\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={notes}\n            onChange={(event) => {\n              setNotes(event.target.value)\n              setNotesDirty(true)\n            }}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: NOTES_MAX } }}\n          />\n        </Stack>\n      </CardDisplay>\n    </>\n  )\n}\nLeadPropertiesCard.displayName = 'LeadPropertiesCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-properties-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 * as Aglyn from '@aglyn/aglyn'\nimport type {\n  AglynOrgBilling,\n  ConsentGroup,\n  CrmLeadFields,\n  CrmLeadProfilePatch,\n} from '@aglyn/aglyn'\nimport { mdiAccountCancelOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  FormControl,\n  InputLabel,\n  Select,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useId, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { useLeadStatusPicklist } from '../hooks/use-lead-status-picklist'\nimport { useLeadPicklists } from '../hooks/use-lead-picklists'\nimport {\n  crmCustomDraftChanges,\n  type CrmCustomDraft,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  LeadProfileFields,\n  type LeadProfileDraft,\n  leadProfileDraftBody,\n  leadProfileDraftFrom,\n} from './lead-profile-fields'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmAccountLockChip, CrmEmailGatewayChip } from './crm-email-check'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadStatusChip } from './lead-status-chip'\nimport { leadStatusChoices, leadStatusMenuItems } from './lead-status-options'\nimport {\n  crmClientListFields,\n  CRM_CLIENT_SEARCH_FIELDS,\n  CRM_CLIENT_SORT_FIELDS,\n} from '../model/crm-list-query'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/** The Leads list's fields a profile save rewrites; the verdict key is the server's. */\nconst LEAD_CLIENT_LIST_FIELDS = [\n  ...CRM_CLIENT_SEARCH_FIELDS,\n  // The Lead, Company and Title headers' sort keys (AGL-3680).\n  ...CRM_CLIENT_SORT_FIELDS,\n  'leadSourceKey',\n  // The lead source's group, read off the org's list (AGL-3577).\n  'leadSourceDirection',\n  // Industry and Rating (AGL-3513).\n  'industryKey',\n  'ratingKey',\n] as const\n\nconst NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX\n\n/** The patch as the document takes it: a cleared field is deleted, not blanked. */\nfunction profileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n  const write: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(patch)) {\n    if (value === undefined) continue\n    write[key] = value === null ? deleteField() : value\n  }\n  return write\n}\n\n/**\n * Why Convert is refused while an erasure waits on the person — the same\n * sentence shape the overflow's items carry, so the two read as one state.\n */\nexport const CONVERT_PENDING_ERASURE_REASON = 'An erasure is pending for this person'\n\n/** A label over a value — the record page's one row shape. */\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 LeadPropertiesCardProps {\n  /**\n   * The site this lead is acted on as — the mounted one, or at the\n   * organization level the lead's own first capturing site (AGL-3278).\n   * `null` for a lead no site has captured: the booking door, the call and\n   * the email close, because each of them is one site's to offer.\n   */\n  hostId: string | null\n  /**\n   * The group the consent basis is read against (AGL-3278): the site's own\n   * declared group, resolved by the page. Not `soloConsentGroup(hostId)`,\n   * which is what this card used to spell and which cannot see a refusal\n   * recorded against a sibling brand — three sites presenting as one sender\n   * are one sender to the person unsubscribing from them.\n   */\n  consentGroup: ConsentGroup\n  /**\n   * The org the site belongs to, as the page already resolved it — the\n   * custom lead fields are ORG-wide (AGL-3272), and a second lookup here\n   * would be one more read per record page for an answer already in hand.\n   */\n  orgId: string | null\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  basePath: string\n  roster: OrgMemberOptions\n  onConvert: () => void\n  /** Opens the Unqualify dialog — with the Unqualified value picked, when the status select named one. */\n  onUnqualify: (statusLabel?: string) => void\n  /**\n   * Items the page adds to the overflow beside Unqualify — the privacy\n   * erasure (AGL-2623) lives on the page, because it needs the workspace\n   * role and the API, and this card owns the header it must appear in.\n   */\n  extraMenuItems?: RowActionsMenuItem[]\n  /** What the page shows above the facts — the erasure-pending state. */\n  banner?: React.ReactNode\n  /**\n   * Chips the page adds after the owner — the campaigns the lead is filed\n   * under (AGL-3274), named from the containers the page reads once for\n   * this header and the Campaigns card below it.\n   */\n  extraChips?: React.ReactNode\n  /**\n   * An erasure request is waiting on this person (AGL-2623). Convert stays\n   * on the page but is refused with the reason, the way the overflow's items\n   * are: a conversion filed now would reach the capture door only to be\n   * refused there, and the lead itself goes when the request runs.\n   */\n  erasurePending?: boolean\n  /**\n   * The org the shell passed: the booking door reads whether the lead's site\n   * runs Bookings and whether the plan is entitled to it (AGL-2660), and a\n   * logged call reads the activity scope it belongs in (AGL-2661).\n   */\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * What the team knows and decides about a lead: status, owner, notes, and\n * the identity and consent the capture recorded (AGL-2608).\n *\n * Two cards. The record's header carries the identity, the status and owner,\n * the consent the capture recorded and the record's actions. **Details**\n * under it carries the profile, the org's own lead fields under **More\n * fields**, and the notes — one card with one Save in its header, the way\n * Salesforce keeps a record's standard and custom fields in one Details\n * section.\n *\n * Status and owner are single-field client writes — the rules let a site\n * admin, editor or author update `hosts/{hostId}/leads`, and a one-field\n * `update` cannot roll anything else back. The details are drafts seeded\n * from the document, so their save goes through `writeGuardedBySeed`: a\n * draft edited over a cached read would otherwise overwrite a newer note or\n * profile with an older one.\n *\n * Converted leads are read-only here, but for the notes. Their status is the\n * conversion, and the header's actions become links to what the conversion\n * made.\n */\nexport function LeadPropertiesCard(props: LeadPropertiesCardProps) {\n  const {\n    hostId,\n    consentGroup,\n    orgId,\n    leadId,\n    lead,\n    leadStatus,\n    fromCache,\n    basePath,\n    roster,\n    onConvert,\n    onUnqualify,\n    extraMenuItems = [],\n    banner,\n    extraChips,\n    erasurePending = false,\n    org,\n  } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const routes = crmRoutes(basePath)\n  // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  /*\n   * Built at USE, not at render (AGL-3275). A lead is an org row, so the org\n   * has to be known to address one — and `orgId` is null while the lookup\n   * settles. Composing a ref from that null throws during render, which the\n   * page shows as a 500 rather than as a card still loading.\n   */\n  const refFor = () => (orgId ? doc(firestore, 'orgs', orgId, 'leads', leadId) : null)\n  const status = Aglyn.crmLeadStatus(lead)\n  const converted = Boolean(lead.convertedContactId)\n  const open = Aglyn.isCrmLeadOpen(lead) && !converted\n  // The last verdict on the address (AGL-3245), as the platform stamped it.\n  const emailState = Aglyn.readEmailState(lead)\n  /** What a capture that took a number left on the document (AGL-2661). */\n  const leadPhone = String(lead['phone'] ?? '').trim()\n  const leadMobile = String(lead.mobilePhone ?? '').trim()\n  // The person asked not to be phoned (AGL-3513): a hint on every dial control.\n  const doNotCall = lead.doNotCall === true\n\n  const [notes, setNotes] = useState(String(lead.notes ?? ''))\n  // The label's id, so the status combobox is named \"Status\" rather than\n  // after the status it shows — see `LeadOwnerSelect`.\n  const statusLabelId = useId()\n  const [notesDirty, setNotesDirty] = useState(false)\n  /*\n   * THE LEAD'S OWN PROFILE (AGL-3231, AGL-3513) — the name's parts,\n   * company, title, the phones, website, address, tags, lead source,\n   * industry, rating, size and revenue — edited in the Details card with\n   * the notes and the custom fields, under one Save, the way the contact's\n   * Properties card saves. Seeded from the document and guarded on save: a\n   * draft edited over a cached read must not overwrite a newer profile\n   * with an older one.\n   */\n  const [profile, setProfile] = useState<LeadProfileDraft>(() => leadProfileDraftFrom(lead))\n  const [profileDirty, setProfileDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  const [profileErrors, setProfileErrors] = useState<Record<string, string>>({})\n  // The stored profile as one value, so a change to any of its fields reseeds.\n  const profileSeed = JSON.stringify(Aglyn.CRM_LEAD_PROFILE_KEYS.map((key) => lead[key] ?? null))\n  useEffect(() => {\n    if (!profileDirty) setProfile(leadProfileDraftFrom(lead))\n    // The draft follows the document until it is edited.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [profileDirty, profileSeed])\n  /*\n   * THE ORG'S OWN LEAD FIELDS (AGL-3272), edited under the same Save as\n   * the profile: one button over one card, so a person filling a lead in\n   * does not have to find two.\n   *\n   * The draft holds only the keys the reader touched, and Save writes the\n   * difference as dotted paths — a `custom` map written whole would take\n   * out every key this card did not show, which is what a retired field's\n   * values and an integration's writes sit under.\n   */\n  const fields = useContactFieldDefinitions(orgId, 'lead')\n  // The org's lead source values (AGL-3298), for the select below.\n  const leadSources = useLeadSourcePicklist(orgId)\n  // The org's lead status values (AGL-3512): the chip's words and the select's choices.\n  const leadStatuses = useLeadStatusPicklist(orgId)\n  // The org's Salutation, Industry and Rating lists (AGL-3513).\n  const leadPicklists = useLeadPicklists(orgId)\n  const statusChoices = useMemo(\n    () => leadStatusChoices(leadStatuses.picklist, lead),\n    [leadStatuses.picklist, lead],\n  )\n  const storedCustom = useMemo(() => lead.custom ?? {}, [lead.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  const editProfile = <K extends keyof LeadProfileDraft>(key: K, value: LeadProfileDraft[K]) => {\n    setProfile((current) => ({ ...current, [key]: value }))\n    setProfileDirty(true)\n  }\n  // A newer note from the server replaces an UNEDITED draft; an edited one is\n  // the reader's, and the guard on save decides whether it may land.\n  useEffect(() => {\n    if (!notesDirty) setNotes(String(lead.notes ?? ''))\n  }, [lead.notes, notesDirty])\n\n  /** One update of the lead, and whether it landed. */\n  const write = async (fields: Record<string, unknown>, done: string): Promise<boolean> => {\n    try {\n      const ref = refFor()\n      if (!ref) {\n        enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n          variant: 'warning',\n          persist: false,\n        })\n        return false\n      }\n      await updateDoc(ref, { ...fields, updatedAt: serverTimestamp() })\n      followUpSharing('leads', [leadId])\n      enqueueSnackbar(done, { variant: 'success', persist: false })\n      return true\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n      return false\n    }\n  }\n\n  /*\n   * What Save is offered for: a profile field edited, a custom value that\n   * differs from the stored map, or the notes. Touched-and-put-back does\n   * not count for a custom value — the draft keeps the key either way, and\n   * a Save that wrote nothing would still bump `updatedAt`.\n   */\n  const customChanged = crmCustomDraftChanges(storedCustom, custom).length > 0\n  const dirty = profileDirty || customChanged || notesDirty\n\n  /** Every draft back to what the document holds. */\n  const discard = () => {\n    setProfile(leadProfileDraftFrom(lead))\n    setProfileDirty(false)\n    setProfileErrors({})\n    setCustom({})\n    setNotes(String(lead.notes ?? ''))\n    setNotesDirty(false)\n  }\n\n  /*\n   * The Details card's one Save: the profile and the custom values while\n   * the lead is open, and the notes, in one update. A converted lead's\n   * profile is the contact's now, so only its notes are written.\n   */\n  const saveDetails = async () => {\n    const update: Record<string, unknown> = {}\n    if (!converted && (profileDirty || customChanged)) {\n      const { body, revenueError } = leadProfileDraftBody(profile)\n      const { patch, errors } = Aglyn.normalizeCrmLeadProfile(body)\n      const shown: Record<string, string> = { ...errors }\n      if (revenueError) shown['annualRevenueCents'] = revenueError\n      setProfileErrors(shown)\n      if (Object.keys(shown).length) return\n      /*\n       * A required field the reader CLEARED is refused; one the lead has\n       * always lacked is not this save's to demand, or a field added after\n       * the lead was captured would block every later edit to its company.\n       */\n      const missing = crmCustomDraftMissingRequired(\n        fields.active,\n        storedCustom,\n        custom,\n        'edit',\n      )\n      if (missing.length) {\n        enqueueSnackbar(`${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`, {\n          variant: 'warning',\n        })\n        return\n      }\n      const profileFields = profileWrite(patch)\n      // While a first or last name is set, the name is theirs (AGL-3513).\n      const composed = Aglyn.crmLeadComposedName(lead, patch)\n      if (composed && composed !== lead['name']) profileFields['name'] = composed\n      Object.assign(\n        update,\n        profileFields,\n        crmCustomDraftWrites(storedCustom, custom),\n        // The company, title, tags and lead source are what the Leads list\n        // searches and filters by (AGL-3321).\n        crmClientListFields(\n          'leads',\n          lead,\n          profileFields,\n          LEAD_CLIENT_LIST_FIELDS,\n          // A direction only from the org's list as the server answered it.\n          leadSources.ready ? { leadSources: leadSources.picklist } : {},\n        ),\n      )\n    }\n    if (notesDirty) update['notes'] = notes.trim().slice(0, NOTES_MAX)\n    if (!Object.keys(update).length) return\n    setSaving(true)\n    let landed = false\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        landed = await write(update, 'Lead saved')\n      },\n    )\n    setSaving(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The lead could not be saved.', {\n        variant: 'warning',\n      })\n      return\n    }\n    if (!landed) return\n    setProfileDirty(false)\n    setNotesDirty(false)\n    // The draft is spent: what it held is stored, and the controls read\n    // the document again.\n    setCustom({})\n  }\n\n  const consent = Aglyn.readMarketingBasis(lead, consentGroup)\n  const consentLine =\n    consent.basis === 'granted'\n      ? `Opted in to marketing${\n          consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''\n        }`\n      : consent.basis === 'declined'\n        ? 'Declined marketing'\n        : 'No marketing consent recorded — this lead cannot be emailed marketing'\n\n  return (\n    <>\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={String(lead['name'] || lead['email'] || leadId)}\n        // The name is the heading; the address is the one line under it,\n        // unless the address IS the name, in which case there is no second fact.\n        subtitle={lead['name'] ? String(lead['email'] ?? '') : undefined}\n        help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#working-a-lead-from-the-row' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        // The booking door (AGL-2660), while the lead is still the record\n        // being worked: once converted, the contact is where a meeting is\n        // booked from, and the links below lead there.\n        booking={converted ? undefined : { hostId, org, kind: 'lead', recordId: leadId }}\n        actions={\n          <>\n            {/*\n              Once converted, the lead's actions are the records the\n              conversion made.\n            */}\n            {converted ? (\n              <>\n                <Button\n                  component={AppLink as any}\n                  {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                  href={routes.contact(String(lead.convertedContactId))}\n                  size=\"small\"\n                  variant=\"outlined\"\n                >\n                  {'Open contact'}\n                </Button>\n                {lead.companyId ? (\n                  <Button\n                    component={AppLink as any}\n                    {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                    href={routes.company(lead.companyId)}\n                    size=\"small\"\n                    variant=\"outlined\"\n                  >\n                    {'Open company'}\n                  </Button>\n                ) : null}\n                {lead.dealId ? (\n                  <Button\n                    component={AppLink as any}\n                    {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                    href={routes.deal(lead.dealId)}\n                    size=\"small\"\n                    variant=\"outlined\"\n                  >\n                    {'Open deal'}\n                  </Button>\n                ) : null}\n              </>\n            ) : erasurePending ? (\n              <Tooltip title={CONVERT_PENDING_ERASURE_REASON}>\n                {/* A disabled button receives no pointer events, so the\n                    tooltip anchors on the span around it. */}\n                <span>\n                  <Button size=\"small\" variant=\"contained\" disabled>\n                    {'Convert'}\n                  </Button>\n                </span>\n              </Tooltip>\n            ) : (\n              <Button size=\"small\" variant=\"contained\" onClick={onConvert}>\n                {'Convert'}\n              </Button>\n            )}\n            {/* Dial the number the capture carried, and log the call (AGL-2661). */}\n            <CrmCallButton\n              hostId={hostId}\n              org={org}\n              link={{ leadId }}\n              phone={leadPhone || leadMobile}\n              doNotCall={doNotCall}\n            />\n            <CrmSendEmailButton\n              hostId={hostId}\n              leadId={leadId}\n              email={String(lead['email'] ?? '')}\n              name={String(lead['name'] ?? '')}\n              emailState={emailState}\n            />\n          </>\n        }\n        menuItems={[\n          ...(open\n            ? [\n                {\n                  key: 'unqualify',\n                  label: 'Unqualify',\n                  icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n                  destructive: true,\n                  onClick: () => onUnqualify(),\n                } satisfies RowActionsMenuItem,\n              ]\n            : []),\n          ...extraMenuItems,\n        ]}\n        chips={\n          <>\n            <LeadStatusChip lead={lead} statuses={leadStatuses.picklist} />\n            {/* The verdict on the address (AGL-3245), beside the status: a\n                bounce does not move New or Working, but it is the first\n                thing a person deciding whether to write must see. */}\n            <CrmEmailStateChip state={emailState} />\n            {/* The mail gateway in front of the address, and what it did\n                with this site's mail this week (AGL-3328). */}\n            <CrmEmailGatewayChip\n              hostId={hostId}\n              email={String(lead['email'] ?? '')}\n              emailState={emailState}\n            />\n            <CrmAccountLockChip\n              hostId={hostId}\n              email={String(lead['email'] ?? '')}\n            />\n            <CrmRecordChip\n              label=\"Owner\"\n              value={lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined}\n            />\n            {extraChips}\n          </>\n        }\n      >\n        <Stack spacing={3}>\n          {banner}\n          {/*\n            Only when the capture carried one (AGL-2661): the sign-up door\n            writes no phone, and a booking only when its service asks for\n            one (AGL-3493), so a row for every lead would often be a\n            permanent blank. A form that captures one fills this.\n          */}\n          {leadPhone ? (\n            <Fact label=\"Phone\">\n              <CrmPhoneLink phone={leadPhone} doNotCall={doNotCall} />\n            </Fact>\n          ) : null}\n          {leadMobile ? (\n            <Fact label=\"Mobile phone\">\n              <CrmPhoneLink phone={leadMobile} doNotCall={doNotCall} />\n            </Fact>\n          ) : null}\n          <Fact label=\"Marketing consent\">{consentLine}</Fact>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            {converted ? (\n              <Fact label=\"Status\">\n                <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                  <LeadStatusChip lead={lead} statuses={leadStatuses.picklist} />\n                  <Typography variant=\"body2\" color=\"text.secondary\">\n                    {lead.convertedAtMs\n                      ? `Converted ${new Date(lead.convertedAtMs).toLocaleString()}`\n                      : 'Converted'}\n                  </Typography>\n                </Stack>\n              </Fact>\n            ) : (\n              <FormControl size=\"small\" sx={{ minWidth: 200 }}>\n                <InputLabel id={statusLabelId}>{'Status'}</InputLabel>\n                <Select\n                  labelId={statusLabelId}\n                  label=\"Status\"\n                  value={Aglyn.crmLeadStatusLabel(lead, leadStatuses.picklist)}\n                  onChange={(event) => {\n                    const choice = statusChoices.find((entry) => entry.label === event.target.value)\n                    if (!choice) return\n                    if (choice.status === 'unqualified') {\n                      onUnqualify(choice.label)\n                      return\n                    }\n                    // The meaning and the org's label for it, together\n                    // (AGL-3512). Reopening drops the reason with the closed\n                    // state: a lead being worked again is not \"unqualified\n                    // because …\".\n                    void write(\n                      {\n                        status: choice.status,\n                        statusLabel: choice.label,\n                        ...(status === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n                      },\n                      'Status updated',\n                    )\n                  }}\n                >\n                  {leadStatusMenuItems(statusChoices)}\n                </Select>\n              </FormControl>\n            )}\n            <LeadOwnerSelect\n              value={lead.ownerUid}\n              roster={roster}\n              fullWidth={false}\n              onChange={(uid) =>\n                void write({ ownerUid: uid || deleteField() }, uid ? 'Owner assigned' : 'Owner cleared')\n              }\n            />\n          </Stack>\n          {status === 'unqualified' && lead.unqualifiedReason ? (\n            <Alert severity=\"info\">{`Unqualified: ${lead.unqualifiedReason}`}</Alert>\n          ) : null}\n        </Stack>\n      </CrmRecordHeader>\n      {/*\n        The profile (AGL-3231), the org's own lead fields (AGL-3272) and the\n        notes: what Salesforce keeps on a lead and hands to the contact and\n        the account on convert. Read-only once converted — the contact is the\n        record then, and the header's links lead there — but for the notes.\n      */}\n      <CardDisplay\n        header={'Details'}\n        help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          action: (\n            <Stack direction=\"row\" spacing={1}>\n              {dirty ? 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Absent,\n            not an empty box, while the org defines none.\n          */}\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'More fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={converted || saving}\n                />\n              ))}\n            </>\n          ) : null}\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={notes}\n            onChange={(event) => {\n              setNotes(event.target.value)\n              setNotesDirty(true)\n            }}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: NOTES_MAX } 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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        {` ${LEAD_SURFACES_CONTACTS_TOO}`}\n      </Typography>\n      {unrouted.length ? (\n        <UnroutedLeadSurfaces\n          hostId={hostId}\n          forms={unrouted}\n          formHref={formHref}\n          turningOn={turningOn}\n          onTurnOn={(form) => void turnOn({ hostId, form })}\n        />\n      ) : null}\n    </Stack>\n  )\n}\nLeadSurfacesNote.displayName = 'LeadSurfacesNote'\n\nexport default LeadSurfacesNote\n"],"names":["pluginRecordHref","AppLink","useSnackbar","useConsoleHostRoute","useFirestore","useFirestoreCollection","usePluginApiPost","Button","Stack","Tooltip","Typography","collection","doc","limit","orderBy","query","serverTimestamp","updateDoc","useCallback","useMemo","useState","LEAD_SURFACE_FORMS_WINDOW","leadSurfaceForms","LEAD_SURFACES_INTRO","LEAD_SURFACES_CONTACTS_TOO","useLeadSurfaceForms","hostId","firestore","data","formDocs","status","idField","forms","slice","routed","filter","form","unrouted","truncated","length","useTurnOnLeadRouting","enqueueSnackbar","postPluginApi","turningOn","setTurningOn","turnOn","siteName","formId","$id","where","updatedAt","formIds","displayName","variant","persist","error","console","allowDuplicate","LeadSurfaceFormName","props","href","span","LeadSurfaceFormList","formHref","map","index","UnroutedLeadSurfaces","onTurnOn","useFlexGap","direction","spacing","sx","alignItems","flexWrap","rowGap","color","pending","component","title","blocker","size","disabled","canRoute","onClick","LeadSurfacesNote","orgSlug","subdomain","host"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;AAEA,SAASA,gBAAgB,QAAQ,mDAAkD;AACnF,SAASC,OAAO,QAAQ,uBAAsB;AAC9C,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SACEC,mBAAmB,EACnBC,YAAY,EACZC,sBAAsB,EACtBC,gBAAgB,QACX,iCAAgC;AACvC,SAASC,MAAM,EAAEC,KAAK,EAAEC,OAAO,EAAEC,UAAU,QAAQ,gBAAe;AAClE,SACEC,UAAU,EACVC,GAAG,EACHC,KAAK,EACLC,OAAO,EACPC,KAAK,EACLC,eAAe,EACfC,SAAS,QACJ,qBAAoB;AAC3B,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SACEC,yBAAyB,EAEzBC,gBAAgB,QACX,4BAAwB;AAM/B,mEAAmE,GACnE,OAAO,MAAMC,sBACX,kFAAiF;AACnF;;;;CAIC,GACD,OAAO,MAAMC,6BACX,oKAAmK;AAarK;;;;;;;;;CASC,GACD,OAAO,SAASC,oBAAoBC,MAAc;IAChD,MAAMC,YAAYvB;IAClB,MAAM,EAAEwB,MAAMC,QAAQ,EAAEC,MAAM,EAAE,GAAGzB,uBAGjC,IACEU,MACEJ,WAAWgB,WAAW,SAASD,QAAQ,UACvCZ,QAAQ,aACRD,MAAMQ,4BAA4B,KAEtC;QAACM;QAAWD;KAAO,EACnB;QAAEK,SAAS;IAAM;IAEnB,OAAOZ,QAAQ;QACb,MAAMa,QAAQV,iBAAiBO,SAASI,KAAK,CAAC,GAAGZ;QACjD,OAAO;YACLa,QAAQF,MAAMG,MAAM,CAAC,CAACC,OAASA,KAAKF,MAAM;YAC1CG,UAAUL,MAAMG,MAAM,CAAC,CAACC,OAAS,CAACA,KAAKF,MAAM;YAC7CI,WAAWT,SAASU,MAAM,GAAGlB;YAC7BS;QACF;IACF,GAAG;QAACD;QAAUC;KAAO;AACvB;AAQA;;;;;;;;;CASC,GACD,OAAO,SAASU;IAQd,MAAMb,YAAYvB;IAClB,MAAM,EAAEqC,eAAe,EAAE,GAAGvC;IAC5B,MAAMwC,gBAAgBpC;IACtB,MAAM,CAACqC,WAAWC,aAAa,GAAGxB,SAAmC;IACrE,MAAMyB,SAAS3B,YACb,OAAO,EACLQ,MAAM,EACNU,IAAI,EACJU,QAAQ,EAKT;QACC,IAAIH,WAAW;QACfC,aAAa;YAAElB;YAAQqB,QAAQX,KAAKY,GAAG;QAAC;QACxC,MAAMC,QAAQH,WAAW,CAAC,IAAI,EAAEA,UAAU,GAAG;QAC7C,IAAI;YACF,MAAM7B,UAAUL,IAAIe,WAAW,SAASD,QAAQ,SAASU,KAAKY,GAAG,GAAG;gBAClE,gBAAgB;gBAChBE,WAAWlC;YACb;YACA,sEAAsE;YACtE,kEAAkE;YAClE,yDAAyD;YACzD,KAAK0B,cAAc,oBAAoB;gBAAEhB;gBAAQyB,SAAS;oBAACf,KAAKY,GAAG;iBAAC;YAAC;YACrEP,gBACE,CAAC,CAAC,EAAEL,KAAKgB,WAAW,CAAC,CAAC,EAAEH,MAAM,wCAAwC,CAAC,GACrE,kCACF;gBAAEI,SAAS;gBAAWC,SAAS;YAAM;QAEzC,EAAE,OAAOC,OAAO;YACdC,QAAQD,KAAK,CAACA;YACdd,gBAAgB,CAAC,mCAAmC,EAAEQ,MAAM,CAAC,CAAC,EAAE;gBAC9DI,SAAS;gBACTI,gBAAgB;YAClB;QACF,SAAU;YACRb,aAAa;QACf;IACF,GACA;QAACD;QAAWhB;QAAWc;QAAiBC;KAAc;IAExD,OAAO;QAAEC;QAAWE;IAAO;AAC7B;AAEA,4EAA4E,GAC5E,OAAO,SAASa,oBAAoBC,KAGnC;IACC,MAAM,EAAEvB,IAAI,EAAEwB,IAAI,EAAE,GAAGD;IACvB,OAAOC,qBACL,KAAC3D;QAAQ2D,MAAMA;kBAAOxB,KAAKgB,WAAW;uBAEtC,KAACS;kBAAMzB,KAAKgB,WAAW;;AAE3B;AACAM,oBAAoBN,WAAW,GAAG;AAElC,wFAAwF,GACxF,OAAO,SAASU,oBAAoBH,KAInC;IACC,MAAM,EAAE3B,KAAK,EAAEM,SAAS,EAAEyB,QAAQ,EAAE,GAAGJ;IACvC,qBACE;;YACG3B,MAAMgC,GAAG,CAAC,CAAC5B,MAAM6B,sBAChB,MAACJ;;wBACEI,QAAQ,OAAO;sCAChB,KAACP;4BAAoBtB,MAAMA;4BAAMwB,MAAMG,SAAS3B,KAAKY,GAAG;;;mBAF/CZ,KAAKY,GAAG;YAKpBV,YAAY,wBAAwB;;;AAG3C;AACAwB,oBAAoBV,WAAW,GAAG;AAElC;;;;;;;;CAQC,GACD,OAAO,SAASc,qBAAqBP,KAMpC;IACC,MAAM,EAAEjC,MAAM,EAAEM,KAAK,EAAE+B,QAAQ,EAAEpB,SAAS,EAAEwB,QAAQ,EAAE,GAAGR;IACzD,qBACE,MAACnD;QACC4D,UAAU;QACVC,WAAU;QACVC,SAAS;QACTC,IAAI;YAAEC,YAAY;YAAUC,UAAU;YAAQC,QAAQ;QAAI;;0BAE1D,KAAChE;gBAAW2C,SAAQ;gBAAUsB,OAAM;0BACjC;;YAEF3C,MAAMgC,GAAG,CAAC,CAAC5B;oBAkBUA;gBAjBpB,MAAMwC,UACJjC,CAAAA,6BAAAA,UAAWjB,MAAM,MAAKA,UAAUiB,UAAUI,MAAM,KAAKX,KAAKY,GAAG;gBAC/D,qBACE,MAACxC;oBAEC6D,WAAU;oBACVC,SAAS;oBACTC,IAAI;wBAAEC,YAAY;oBAAS;;sCAE3B,KAAC9D;4BAAW2C,SAAQ;4BAAUwB,WAAU;sCACtC,cAAA,KAACnB;gCAAoBtB,MAAMA;gCAAMwB,MAAMG,SAAS3B,KAAKY,GAAG;;;sCAO1D,KAACvC;4BAAQqE,KAAK,GAAE1C,gBAAAA,KAAK2C,OAAO,YAAZ3C,gBAAgB;sCAC9B,cAAA,KAACyB;0CACC,cAAA,KAACtD;oCACCyE,MAAK;oCACL3B,SAAQ;oCACR4B,UAAU,CAAC7C,KAAK8C,QAAQ,IAAIvC,cAAc;oCAC1CwC,SAAS,IAAMhB,SAAS/B;8CAEvBwC,UAAU,gBAAgB;;;;;mBArB5BxC,KAAKY,GAAG;YA2BnB;;;AAGN;AACAkB,qBAAqBd,WAAW,GAAG;AAEnC;;;;;;;;;;;;;;;CAeC,GACD,OAAO,SAASgC,iBAAiBzB,KAA4B;IAC3D,MAAM,EAAEjC,MAAM,EAAE,GAAGiC;IACnB,MAAM,EAAE0B,OAAO,EAAEC,WAAWC,IAAI,EAAE,GAAGpF,oBAAoBuB;IACzD,MAAM,EAAEQ,MAAM,EAAEG,QAAQ,EAAEC,SAAS,EAAER,MAAM,EAAE,GAAGL,oBAAoBC;IACpE,MAAM,EAAEiB,SAAS,EAAEE,MAAM,EAAE,GAAGL;IAE9B,MAAMuB,WAAW7C,YACf,CAAC6B,SACCsC,WAAWE,OACPvF,iBAAiB,QAAQ;YAAEqF;YAASE;QAAK,GAAGxC,UAC5C,MACN;QAACsC;QAASE;KAAK;IAGjB,qBACE,MAAC/E;QAAM8D,SAAS;;0BACd,MAAC5D;gBAAW2C,SAAQ;gBAAQsB,OAAM;gBAAiBE,WAAU;;oBAC1DtD;oBACAO,WAAW,YACV,MACEI,OAAOK,MAAM,iBACf;;4BACG;0CACD,KAACuB;gCAAoB9B,OAAOE;gCAA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package/src/lib/components/leads-section.js

@@ -32,6 +32,7 @@ import { customFieldColumns } from "./contact-custom-columns.js";
 import { useCrmViewGrid } from "../hooks/use-crm-view-grid.js";
 import { CRM_LIST_SLOTS, CrmColumnOrderProvider } from "./crm-column-menu.js";
 import { useCrmFoldsScope, useCrmListQuery } from "../hooks/use-crm-list-query.js";
+import { crmViewQuerySort, useCrmColumnSort } from "../hooks/use-crm-column-sort.js";
 import CrmViewsControl from "./crm-views-control.js";
 import { CrmListActions, CrmListToolbar } from "./crm-list-toolbar.js";
 import RowActionsMenu from "@aglyn/shared-ui-jsx/components/row-actions-menu.component";
@@ -44,7 +45,7 @@ import { useRouter } from "next/navigation";
 import { useCallback, useEffect, useMemo, useState } from "react";
 import { leadPrimaryGroup } from "../model/contact-holder.js";
 import { crmRoutes } from "../model/crm-routes.js";
-import { LEAD_EMAIL_FILTER_OPTIONS, LEAD_FILTER_CODECS, LEAD_LIST_DECLARATION, LEAD_LIST_FILTER_FIELDS, LEAD_LIST_FILTER_HEADERS, LEAD_PICKLIST_FILTERS, LEAD_SOURCE_DIRECTION_FILTER_OPTIONS, LEAD_SOURCE_FILTER_NONE, leadClausesForGrid, leadStatusFilterOptions, LEAD_PREFIX_SEARCH, leadClauseImpliesScope, leadClausesToStore, leadQueryClause } from "../model/lead-filters.js";
+import { LEAD_EMAIL_FILTER_OPTIONS, LEAD_FILTER_CODECS, LEAD_LIST_DECLARATION, LEAD_LIST_FILTER_FIELDS, LEAD_LIST_SORTS, LEAD_LIST_FILTER_HEADERS, LEAD_PICKLIST_FILTERS, LEAD_SOURCE_DIRECTION_FILTER_OPTIONS, LEAD_SOURCE_FILTER_NONE, leadClausesForGrid, leadStatusFilterOptions, LEAD_PREFIX_SEARCH, leadClauseImpliesScope, leadClausesToStore, leadQueryClause, leadStatusBase } from "../model/lead-filters.js";
 import { crmAskClauses, crmQueryRefusals } from "../model/crm-list-query.js";
 import { listFilterGridColumns } from "@aglyn/shared-ui-jsx/const/list-grid-filter";
 import { useListGridFilter } from "@aglyn/shared-ui-jsx/hooks/use-list-grid-filter";
@@ -263,14 +264,31 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
         foldsScope
     ]);
     const searchKey = gridFilter.searchWords.join(' ');
+    /*
+   * The Status the list always asks is its BASE (AGL-3680; see
+   * `leadStatusBase`), so a header order — served only with no filter on —
+   * is served on the Open leads the list opens with. Every other clause
+   * stays a filter.
+   */ const statusBase = useMemo(()=>leadStatusBase(asked.clauses.find((clause)=>clause.field === 'status')), [
+        asked.clauses
+    ]);
+    const filterClauses = useMemo(()=>asked.clauses.filter((clause)=>clause.field !== 'status'), [
+        asked.clauses
+    ]);
+    // The header order the view asks (AGL-3680), read before the query it orders.
+    const leadSort = useMemo(()=>crmViewQuerySort(LEAD_LIST_SORTS, views.state.sort, LEAD_LIST_SORTS[0]), [
+        views.state.sort
+    ]);
     const paged = useCrmListQuery({
         scope: dataRoot,
         collection: 'leads',
         visibleTo: scopeTokens,
         foldsScope,
         declaration: LEAD_LIST_DECLARATION,
-        clauses: asked.clauses,
+        clauses: filterClauses,
         search: gridFilter.searchWords,
+        base: statusBase,
+        sort: leadSort.sort,
         impliesScope: leadClauseImpliesScope,
         prefixSearch: LEAD_PREFIX_SEARCH
     });
@@ -303,11 +321,13 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
     ]);
     // The list's filter, when one narrows it, for the export to read the same
     // records the list does (AGL-3528).
-    const exportFilter = useMemo(()=>paged.plan.served.length || paged.plan.searched ? {
+    // The Status rides the plan's base (AGL-3680), so it narrows the export too.
+    const exportFilter = useMemo(()=>paged.plan.served.length || paged.plan.searched || statusBase.length ? {
             label: 'what the list shows',
             plan: paged.plan
         } : null, [
-        paged.plan
+        paged.plan,
+        statusBase
     ]);
     const [assigning, setAssigning] = useState(null);
     const [unqualifying, setUnqualifying] = useState(null);
@@ -729,6 +749,34 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
         filterOptions
     ]);
     const grid = useCrmViewGrid(views, filterColumns, LEAD_HIDDEN_COLUMNS);
+    /*
+   * EVERY HEADER SORTS (AGL-3680): the stored ones on the query
+   * (`LEAD_LIST_SORTS`), the rest over the page, saying so — Status by its
+   * meaning's place, and the picklist columns in the order the org keeps
+   * their values, as a picklist sorts.
+   */ const pageSorts = useMemo(()=>{
+        const rank = (set, label)=>set && String(label != null ? label : '').trim() ? Aglyn.crmPicklistRank(set, label) : null;
+        return _extends({
+            status: (row)=>Aglyn.CRM_LEAD_STATUSES.indexOf(Aglyn.crmLeadStatus(row)),
+            leadSource: (row)=>rank(leadSourceList.picklist, row.leadSource)
+        }, Object.fromEntries(LEAD_PICKLIST_FILTERS.map((entry)=>[
+                entry.column,
+                (row)=>rank(leadPicklists.lists[entry.picklistId], row[entry.column])
+            ])));
+    }, [
+        leadSourceList.picklist,
+        leadPicklists.lists
+    ]);
+    const columnSort = useCrmColumnSort({
+        views,
+        sorts: LEAD_LIST_SORTS,
+        defaultSort: LEAD_LIST_SORTS[0],
+        asked: leadSort,
+        orderBy: paged.plan.orderBy,
+        rows,
+        columns: grid.columns,
+        pageSorts
+    });
     return /*#__PURE__*/ _jsxs(_Fragment, {
         children: [
             /*#__PURE__*/ _jsx(CardDisplay, {
@@ -787,7 +835,10 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                         }),
                         /*#__PURE__*/ _jsx(ListQueryNotices, {
                             refused: refused,
-                            notices: paged.plan.notices
+                            notices: [
+                                ...paged.plan.notices,
+                                ...columnSort.notices
+                            ]
                         }),
                         /*#__PURE__*/ _jsx(LeadsBulkBar, {
                             rows: rows,
@@ -801,7 +852,8 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                         /*#__PURE__*/ _jsx(CrmColumnOrderProvider, {
                             value: grid.columnOrder,
                             children: /*#__PURE__*/ _jsx(ListTable, {
-                                rows: rows,
+                                rows: columnSort.rows,
+                                columnSort: columnSort,
                                 columns: grid.columns,
                                 slots: CRM_LIST_SLOTS,
                                 selectable: {
@@ -810,13 +862,11 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                                 },
                                 loading: status === 'loading',
                                 onOpen: (_id, row)=>router.push(routes.lead(row.leadId)),
-                                // Columns are the view's, controlled (AGL-2617). The query
-                                // orders the list — newest seen first — so the grid sorts
-                                // nothing itself: a sort over one page would reorder that page.
+                                // Columns are the view's, controlled (AGL-2617). The headers
+                                // sort through `columnSort` (AGL-3680): a stored column
+                                // re-asks the query, any other sorts the page and says so.
                                 columnVisibilityModel: grid.columnVisibilityModel,
                                 onColumnVisibilityModelChange: grid.onColumnVisibilityModelChange,
-                                sortingMode: "server",
-                                disableColumnSorting: true,
                                 // The panel and the search are the grid's; the query answers
                                 // both (AGL-3321).
                                 filterMode: "server",