@aglyn/plugins-crm 1.0.0-beta.232 → 1.0.0-beta.233

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deals-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type ConsolePluginPageProps,\n  type CrmDealStatus,\n  type CrmPicklist,\n  CRM_COLLECTIONS,\n  crmPicklistRank,\n  dealStageById,\n  ORG_SCOPE_TOKEN,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport {\n  mdiCogOutline,\n  mdiPlus,\n  mdiTableLarge,\n  mdiViewColumnOutline,\n} from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport ListQueryNotices from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport {\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  CRM_NEXT_ACTIVITY_FILTER_HEADER,\n  nextActivityColumn,\n} from './crm-next-activity-column'\nimport {\n  DEAL_FILTER_CODECS,\n  DEAL_LIST_DECLARATION,\n  DEAL_LIST_FILTER_FIELDS,\n  DEAL_PICKLIST_FILTER_NONE,\n  DEAL_PREFIX_SEARCH,\n  dealPipelineBase,\n  dealQueryClause,\n} from '../constants/deal-filters'\nimport { useCrmFoldsScope, useCrmListQuery } from '../hooks/use-crm-list-query'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { crmAskClauses, crmQueryRefusals } from '../model/crm-list-query'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport {\n  type ListFilterOption,\n  listFilterGridColumns,\n} from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport CrmViewsControl from './crm-views-control'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  Alert,\n  Button,\n  Chip,\n  CircularProgress,\n  MenuItem,\n  Stack,\n  TextField,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useDealStageApi } from '../hooks/use-deal-stage-api'\nimport {\n  BOARD_CLOSED_LIMIT,\n  BOARD_OPEN_LIMIT,\n  useDealsByStatus,\n} from '../hooks/use-deals'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  boardSummary,\n  DEAL_STATUS_LABELS,\n  type DealDoc,\n  formatAmountByCurrency,\n  formatMoney,\n} from '../model/deal-board-model'\nimport { customFieldColumns } from './contact-custom-columns'\nimport { DealBoard } from './deal-board'\nimport { DealEditDrawer } from './deal-edit-drawer'\nimport { CrmExportButton, CrmImportButton } from './crm-transfer-buttons'\nimport { CRM_DEALS_RESOURCE } from '../transfer/fields'\nimport DealsBulkBar from './deals-bulk-bar'\nimport { LostReasonDialog } from './lost-reason-dialog'\nimport { OwnerAvatar } from './owner-avatar'\nimport { PipelinesDialog } from './pipelines-dialog'\n\ntype View = 'board' | 'table'\ntype StatusFilter = CrmDealStatus | 'all'\n\n/** What the deals table's panel offers: the status, \"No next activity\", the Type and the Lead source. */\nconst DEAL_GRID_FILTER_FIELDS = DEAL_LIST_FILTER_FIELDS\nconst DEAL_GRID_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  status: 'Status',\n  [CRM_NEXT_ACTIVITY_FILTER_FIELD.column]: CRM_NEXT_ACTIVITY_FILTER_HEADER,\n  type: 'Type',\n  leadSource: 'Lead source',\n}\nconst DEAL_STATUS_FILTER_OPTIONS = (['open', 'won', 'lost'] as const).map((value) => ({\n  value,\n  label: DEAL_STATUS_LABELS[value],\n}))\n\n/** Salesforce's Type and Lead source columns are offered, not shown, until a view turns them on (AGL-3516). */\nconst DEAL_HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = { type: false, leadSource: false }\n\n/** A picklist's choices for its filter: every value the org keeps, inactive ones marked, then \"none\". */\nfunction picklistFilterOptions(picklist: CrmPicklist, none: string): ListFilterOption[] {\n  return [\n    ...picklist.values.map((value) => ({\n      value: value.label,\n      label: value.active ? value.label : `${value.label} (inactive)`,\n    })),\n    { value: DEAL_PICKLIST_FILTER_NONE, label: none },\n  ]\n}\n\n\n/** What a pipeline made at the organization level is stamped with — the org's own token. */\nconst ORG_PIPELINE_TOKENS: readonly string[] = [ORG_SCOPE_TOKEN]\n\n/**\n * `/crm/deals` — the pipeline (AGL-2598).\n *\n * ## Two views of one pipeline\n *\n * The BOARD is one pipeline's open deals, one column per open stage, read\n * in one bounded listener over `(visibleTo, pipelineId, status, updatedAt)`\n * and sorted into columns here — a listener per column would be five\n * subscriptions for one board. The TABLE is the same pipeline's deals,\n * paged by a query that carries its status, \"No next activity\" and search\n * word (AGL-3321); it is where the closed history is found. The three figures above both come from the board's read, so\n * they describe what is in play whichever view is showing.\n *\n * ## Which pipeline\n *\n * The switcher in the header (AGL-2620) picks among the ACTIVE pipelines\n * and opens on the default; the board, the table, the figures and the New\n * deal drawer all follow it. It is section state rather than a route: a\n * pipeline is a lens on the section, and a saved view that names one\n * composes with it. **Pipelines** opens the dialog that creates, renames,\n * defaults, archives and — through it — edits the stages of each.\n *\n * ## Every move goes through the route\n *\n * A drag, a card's \"Move to\", \"Mark won\" and \"Mark lost\" all end in\n * `useDealStageApi`, never a Firestore write: the stage is the fact the\n * automations listen for, and only the server emits the event. The section\n * marks the card pending while the request runs and lets the listener land\n * it — see `DealBoard` for why a move is not applied optimistically.\n *\n * ## Creation is a button\n *\n * \"New deal\" opens a drawer; there is no form above the list. The drawer\n * writes client-direct against the rules, stamped with this console's scope.\n *\n * ## The table selects and exports (AGL-2621)\n *\n * The table's rows are selectable, and a selection raises `DealsBulkBar`\n * over it — whose stage moves go through the same `useDealStageApi` as a\n * drag. Import and Export open the console's import wizard and export\n * dialog on `crm.deals` (AGL-3528): the export over the selection, the\n * list's own query, or every deal.\n */\nexport function DealsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const routes = crmRoutes(basePath ?? '')\n  const router = useRouter()\n  const { enqueueSnackbar } = useSnackbar()\n  const scope = useCrmScope({ hostId, org })\n  const pipelineState = usePipeline(scope.orgId, {\n    hostId,\n    org: (org ?? null) as Record<string, unknown> | null,\n  })\n  const { activePipelines } = pipelineState\n  const [pipelineId, setPipelineId] = useState<string | null>(null)\n  // The chosen pipeline while it is still active; else the default. A\n  // pipeline archived from another tab falls back rather than leaving the\n  // board on a pipeline the picker no longer lists.\n  const pipeline =\n    (pipelineId ? activePipelines.find((entry) => entry.$id === pipelineId) : null) ??\n    pipelineState.pipeline\n  const roster = useOrgMemberDirectory(scope.orgId)\n  const api = useDealStageApi(hostId)\n  const nowMs = useMemo(() => Date.now(), [])\n  // The org's deal fields, for the table's optional columns (AGL-2661).\n  const dealFields = useContactFieldDefinitions(scope.orgId, 'deal')\n  // Salesforce's Type and Lead source lists, for their columns and filters (AGL-3516).\n  const typeList = useCrmPicklist('opportunityType', scope.orgId)\n  const leadSourceList = useCrmPicklist('leadSource', scope.orgId)\n\n  const [view, setView] = useState<View>('board')\n  const [closedExpanded, setClosedExpanded] = useState(false)\n  /*\n   * The table's status filter is the saved VIEW'S (AGL-2617): a view of\n   * deals is a view of the table, and it holds the status beside the\n   * columns and the sort. Opening one shows the table, because the board\n   * has no columns to arrange and answers to the pipeline's stages alone.\n   */\n  const views = useCrmSavedView({\n    section: 'deals',\n    hostId,\n    org,\n    basePath: basePath ?? '',\n  })\n  const statusFilter: StatusFilter = useMemo(() => {\n    const value = views.state.filters.find((clause) => clause.field === 'status')?.value\n    return value === 'open' || value === 'won' || value === 'lost' ? value : 'all'\n  }, [views.state.filters])\n  // Every clause is the query's, the status and \"No next activity\" alike.\n  const viewFilters = views.state.filters\n  useEffect(() => {\n    if (views.currentId) setView('table')\n  }, [views.currentId])\n\n  // The board's read stays on in the table view too: it is what the summary\n  // above both views is computed from, and it is already bounded.\n  const open = useDealsByStatus(\n    scope.orgId,\n    scope.visibleTo,\n    pipeline?.$id ?? null,\n    'open',\n    BOARD_OPEN_LIMIT,\n  )\n  const closedPipelineId =\n    view === 'board' && closedExpanded ? (pipeline?.$id ?? null) : null\n  const won = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'won', BOARD_CLOSED_LIMIT)\n  const lost = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'lost', BOARD_CLOSED_LIMIT)\n  /*\n   * THE TABLE (AGL-3321): the pipeline's deals, every clause and the search\n   * word on one query — the search reads the title's word prefixes every\n   * deal writer stamps, so a deal on page four is found by any word of its\n   * title — paged by that query, and read only while the table is showing.\n   */\n  const [searchWords, setSearchWords] = useState<string[]>([])\n  const searching = searchWords.some((word) => word.trim())\n  const searchKey = searchWords.join(' ')\n  const foldsScope = useCrmFoldsScope(scope.orgId, scope.visibleTo)\n  const pipelineBase = useMemo(() => dealPipelineBase(pipeline?.$id ?? null), [pipeline?.$id])\n  // Each stored clause asked through the field its writer keeps — a Type\n  // or a Lead source by its key (AGL-3516).\n  const asked = useMemo(() => crmAskClauses(viewFilters, dealQueryClause), [viewFilters])\n  const paged = useCrmListQuery<DealDoc>({\n    scope: scope.scope,\n    collection: CRM_COLLECTIONS.deals,\n    visibleTo: scope.visibleTo,\n    foldsScope,\n    declaration: DEAL_LIST_DECLARATION,\n    clauses: asked.clauses,\n    search: searchWords,\n    base: pipelineBase,\n    prefixSearch: DEAL_PREFIX_SEARCH,\n    enabled: view === 'table' && Boolean(pipeline),\n  })\n\n  const summary = useMemo(() => boardSummary(open.data, pipeline), [open.data, pipeline])\n\n  /*\n   * MOVES IN FLIGHT. A card in this set is dimmed and cannot be dragged\n   * again until the route answers; the listener is what moves it.\n   */\n  const [moving, setMoving] = useState<ReadonlySet<string>>(() => new Set())\n  const track = useCallback(\n    async (deal: DealDoc, request: () => Promise<unknown>, done: string) => {\n      setMoving((current) => new Set(current).add(deal.$id))\n      try {\n        await request()\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error ? error.message : 'The deal could not be moved.',\n          { variant: 'warning', allowDuplicate: true },\n        )\n        return false\n      } finally {\n        setMoving((current) => {\n          const next = new Set(current)\n          next.delete(deal.$id)\n          return next\n        })\n      }\n    },\n    [enqueueSnackbar],\n  )\n  const handleMove = useCallback(\n    (deal: DealDoc, stageId: string) => {\n      const stage = dealStageById(pipeline, stageId)\n      void track(\n        deal,\n        () => api.moveToStage(deal, stageId),\n        `Moved to ${stage?.name ?? 'stage'}`,\n      )\n    },\n    [api, pipeline, track],\n  )\n  const handleWon = useCallback(\n    (deal: DealDoc) => void track(deal, () => api.markWon(deal), 'Deal won'),\n    [api, track],\n  )\n  const [losing, setLosing] = useState<DealDoc | null>(null)\n  const handleLost = useCallback((deal: DealDoc) => setLosing(deal), [])\n  const confirmLost = useCallback(\n    (reason: string) => {\n      const deal = losing\n      if (!deal) return\n      setLosing(null)\n      void track(deal, () => api.markLost(deal, reason), 'Deal marked lost')\n    },\n    [api, losing, track],\n  )\n\n  const openDeal = useCallback(\n    (deal: DealDoc) => router.push(routes.deal(deal.$id)),\n    [router, routes],\n  )\n\n  const [creating, setCreating] = useState(false)\n  const [managingPipelines, setManagingPipelines] = useState(false)\n\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A page or a status is a different set of rows; a selection made on\n  // the last one would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [paged.plan, paged.page])\n  // The list's filter, when one narrows it, for the export to read the same\n  // records the list does (AGL-3528).\n  const exportFilter = useMemo(\n    () => (paged.plan.served.length || paged.plan.searched ? { label: 'what the list shows', plan: paged.plan } : null),\n    [paged.plan],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'title',\n        headerName: 'Deal',\n        flex: 1.6,\n        minWidth: 220,\n        renderCell: ({ row }: { row: DealDoc }) => {\n          const withWhom = [row.contactName, row.companyName].filter(Boolean).join(' · ')\n          return (\n            <Stack sx={{ justifyContent: 'center', lineHeight: 1.25 }}>\n              <Typography variant=\"body2\" sx={{ lineHeight: 1.25 }}>\n                {row.title || 'Untitled deal'}\n              </Typography>\n              {withWhom ? (\n                <Typography variant=\"caption\" color=\"text.secondary\" noWrap sx={{ lineHeight: 1.25 }}>\n                  {withWhom}\n                </Typography>\n              ) : null}\n            </Stack>\n          )\n        },\n      },\n      {\n        field: 'stageId',\n        headerName: 'Stage',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value: unknown, row: DealDoc) =>\n          dealStageById(pipelineState.pipelineById(row.pipelineId), row.stageId)?.name ??\n          row.stageId,\n      },\n      {\n        field: 'amountCents',\n        headerName: 'Amount',\n        flex: 0.8,\n        minWidth: 120,\n        align: 'right',\n        headerAlign: 'right',\n        valueGetter: (_value: unknown, row: DealDoc) => row.amountCents ?? null,\n        renderCell: ({ row }: { row: DealDoc }) =>\n          typeof row.amountCents === 'number' ? formatMoney(row.amountCents, row.currency) : '—',\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value: unknown, row: DealDoc) => roster.nameOf(row.ownerUid),\n        renderCell: ({ row }: { row: DealDoc }) => {\n          const label = roster.nameOf(row.ownerUid)\n          return label ? (\n            <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n              <OwnerAvatar label={label} size={22} />\n              <Typography variant=\"body2\" noWrap>\n                {label}\n              </Typography>\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          )\n        },\n      },\n      {\n        field: 'expectedCloseAtMs',\n        headerName: 'Expected close',\n        flex: 0.8,\n        minWidth: 130,\n        type: 'date',\n        valueGetter: (_value: unknown, row: DealDoc) =>\n          typeof row.expectedCloseAtMs === 'number' ? new Date(row.expectedCloseAtMs) : null,\n        renderCell: ({ row }: { row: DealDoc }) =>\n          typeof row.expectedCloseAtMs === 'number'\n            ? new Date(row.expectedCloseAtMs).toLocaleDateString()\n            : '—',\n      },\n      {\n        field: 'status',\n        headerName: 'Status',\n        flex: 0.6,\n        minWidth: 100,\n        renderCell: ({ row }: { row: DealDoc }) => (\n          <Chip\n            size=\"small\"\n            label={DEAL_STATUS_LABELS[row.status] ?? row.status}\n            color={row.status === 'won' ? 'success' : row.status === 'lost' ? 'default' : 'primary'}\n            variant={row.status === 'open' ? 'outlined' : 'filled'}\n          />\n        ),\n      },\n      // When the earliest open task against the deal is due (AGL-2661).\n      nextActivityColumn(nowMs),\n      // Salesforce's Type and Lead source, optional, in their lists' order (AGL-3516).\n      picklistColumn('type', 'Type', typeList.picklist),\n      picklistColumn('leadSource', 'Lead source', leadSourceList.picklist),\n      // The org's deal fields as optional columns (AGL-2661).\n      ...customFieldColumns(dealFields.active),\n    ],\n    [pipelineState, roster, dealFields.active, nowMs, typeList.picklist, leadSourceList.picklist],\n  )\n  /** The table's rows: the query's page. */\n  const tableRows = paged.rows\n  /*\n   * The table's column and sort models are the view's (AGL-2617); its\n   * filters are the grid's own panel over the view's clauses (AGL-3313),\n   * every one of them asked of the query (AGL-3321).\n   */\n  /*\n   * The choices each select column offers. A stored clause naming a value\n   * no longer listed stays a choice, so the panel can show it and clear it.\n   */\n  const filterOptions = useMemo<Record<string, ListFilterOption[]>>(() => {\n    const stale = (field: string, known: readonly { value: string }[]) =>\n      viewFilters\n        .filter((clause) => clause.field === field && clause.op !== 'isEmpty')\n        .flatMap((clause) => clause.value.split(','))\n        .map((value) => value.trim())\n        .filter((value) => value && !known.some((option) => option.value === value))\n        .map((value) => ({ value, label: value }))\n    const types = picklistFilterOptions(typeList.picklist, 'No type')\n    const sources = picklistFilterOptions(leadSourceList.picklist, 'No lead source')\n    return {\n      status: DEAL_STATUS_FILTER_OPTIONS,\n      type: [...types, ...stale('type', types)],\n      leadSource: [...sources, ...stale('leadSource', sources)],\n    }\n  }, [viewFilters, typeList.picklist, leadSourceList.picklist])\n  const filterColumns = useMemo(\n    () => listFilterGridColumns(columns, DEAL_GRID_FILTER_FIELDS, filterOptions, DEAL_GRID_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const grid = useCrmViewGrid(views, filterColumns, DEAL_HIDDEN_COLUMNS)\n  const gridFilter = useListGridFilter({\n    clauses: viewFilters,\n    onChange: views.setFilters,\n    selectFields: ['status', 'type', 'leadSource'],\n    codecs: DEAL_FILTER_CODECS,\n    search: { words: searchWords, onChange: setSearchWords },\n  })\n  // What the query could not hold, named by the clause the reader set.\n  const refused = useMemo(\n    () =>\n      crmQueryRefusals(paged.plan, asked, {\n        fields: DEAL_GRID_FILTER_FIELDS,\n        headers: DEAL_GRID_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [paged.plan, asked, filterOptions],\n  )\n\n  const noOrg = scope.ready && !scope.orgId\n  const pipelineLoading =\n    !noOrg && (pipelineState.status === 'loading' || pipelineState.seeding || (!pipeline && pipelineState.status !== 'error'))\n\n  return (\n    <>\n      <CardDisplay\n        header={'Deals'}\n        help={pluginDocsHelp('deals', { anchor: '#the-board-and-the-table' })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          // The record actions, top right and never clipped (AGL-3311).\n          action: (\n            <CrmListActions>\n              <CrmImportButton resource={CRM_DEALS_RESOURCE} noun=\"deals\" hostId={hostId} mappingZone=\"deals\" />\n              <CrmExportButton resource={CRM_DEALS_RESOURCE} hostId={hostId} filter={exportFilter} />\n              <Button\n                size=\"small\"\n                startIcon={<MdiIcon path={mdiCogOutline.path} size={0.8} />}\n                disabled={!scope.orgId || pipelineState.status === 'loading'}\n                onClick={() => setManagingPipelines(true)}\n              >\n                {'Pipelines'}\n              </Button>\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                disabled={!pipeline || !scope.orgId}\n                onClick={() => setCreating(true)}\n              >\n                {'New deal'}\n              </Button>\n            </CrmListActions>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          <Stack\n            useFlexGap\n            direction=\"row\"\n            spacing={3}\n            sx={{ alignItems: 'flex-end', flexWrap: 'wrap', rowGap: 1 }}\n          >\n            <Figure label=\"Open deals\" value={summary.openCount.toLocaleString()} />\n            <Figure label=\"Pipeline value\" value={formatAmountByCurrency(summary.valueByCurrency)} />\n            <Figure label=\"Weighted value\" value={formatAmountByCurrency(summary.weightedByCurrency)} />\n            <Stack sx={{ flex: 1 }} />\n            {/* Which pipeline the board and table show, above them rather than under (AGL-3311). */}\n            {activePipelines.length > 1 ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Pipeline\"\n                value={pipeline?.$id ?? ''}\n                onChange={(event) => setPipelineId(event.target.value)}\n                sx={{ minWidth: 160 }}\n                slotProps={{ select: { 'aria-label': 'Pipeline' } }}\n              >\n                {activePipelines.map((entry) => (\n                  <MenuItem key={entry.$id} value={entry.$id}>\n                    {entry.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={view}\n              onChange={(_event, next) => {\n                if (next) setView(next as View)\n              }}\n              aria-label=\"View\"\n            >\n              <ToggleButton value=\"board\" aria-label=\"Board\">\n                <MdiIcon path={mdiViewColumnOutline.path} size={0.8} />\n                <Typography variant=\"button\" sx={{ ml: 0.5 }}>\n                  {'Board'}\n                </Typography>\n              </ToggleButton>\n              <ToggleButton value=\"table\" aria-label=\"Table\">\n                <MdiIcon path={mdiTableLarge.path} size={0.8} />\n                <Typography variant=\"button\" sx={{ ml: 0.5 }}>\n                  {'Table'}\n                </Typography>\n              </ToggleButton>\n            </ToggleButtonGroup>\n          </Stack>\n\n          {noOrg ? (\n            <Alert severity=\"info\">\n              {'This site has no organization, so it has no pipeline.'}\n            </Alert>\n          ) : pipelineState.status === 'error' ? (\n            <Alert severity=\"warning\">\n              {'The pipeline could not be read. Deals need the \"Manage data\" permission.'}\n            </Alert>\n          ) : pipelineLoading ? (\n            <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n              <CircularProgress size={18} />\n              <Typography variant=\"body2\" color=\"text.secondary\">\n                {pipelineState.seeding ? 'Setting up your Sales pipeline…' : 'Loading the pipeline…'}\n              </Typography>\n            </Stack>\n          ) : view === 'board' && pipeline ? (\n            <>\n              {open.status === 'success' && open.data.length === 0 ? (\n                <EmptyStateComponent\n                  compact\n                  label={'No open deals yet'}\n                  description={'A deal is a sale in progress, moved across the stages below as it advances.'}\n                  action={\n                    <Button\n                      size=\"small\"\n                      variant=\"contained\"\n                      startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                      disabled={!pipeline || !scope.orgId}\n                      onClick={() => setCreating(true)}\n                    >\n                      {'New deal'}\n                    </Button>\n                  }\n                />\n              ) : null}\n              <DealBoard\n                pipeline={pipeline}\n                deals={open.data}\n                won={closedExpanded && won.status !== 'loading' ? won.data : null}\n                lost={closedExpanded && lost.status !== 'loading' ? lost.data : null}\n                closedExpanded={closedExpanded}\n                onToggleClosed={() => setClosedExpanded((current) => !current)}\n                labelFor={roster.nameOf}\n                moving={moving}\n                onOpen={openDeal}\n                onMove={handleMove}\n                onWon={handleWon}\n                onLost={handleLost}\n                nowMs={nowMs}\n              />\n            </>\n          ) : (\n            <Stack spacing={1.5}>\n              {/*\n                The view this table is showing, and the clauses narrowing it\n                as chips (AGL-2617, AGL-3313). 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deals-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type ConsolePluginPageProps,\n  type CrmDealStatus,\n  type CrmPicklist,\n  CRM_COLLECTIONS,\n  crmPicklistRank,\n  dealStageById,\n  ORG_SCOPE_TOKEN,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport {\n  mdiCogOutline,\n  mdiPlus,\n  mdiTableLarge,\n  mdiViewColumnOutline,\n} from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport ListQueryNotices from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport {\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  CRM_NEXT_ACTIVITY_FILTER_HEADER,\n  nextActivityColumn,\n} from './crm-next-activity-column'\nimport {\n  DEAL_FILTER_CODECS,\n  DEAL_LIST_DECLARATION,\n  DEAL_LIST_FILTER_FIELDS,\n  DEAL_LIST_SORTS,\n  DEAL_PICKLIST_FILTER_NONE,\n  DEAL_PREFIX_SEARCH,\n  dealPipelineBase,\n  dealQueryClause,\n} from '../constants/deal-filters'\nimport { useCrmFoldsScope, useCrmListQuery } from '../hooks/use-crm-list-query'\nimport { crmViewQuerySort, useCrmColumnSort } from '../hooks/use-crm-column-sort'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { crmAskClauses, crmQueryRefusals } from '../model/crm-list-query'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport {\n  type ListFilterOption,\n  listFilterGridColumns,\n} from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport CrmViewsControl from './crm-views-control'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  Alert,\n  Button,\n  Chip,\n  CircularProgress,\n  MenuItem,\n  Stack,\n  TextField,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useDealStageApi } from '../hooks/use-deal-stage-api'\nimport {\n  BOARD_CLOSED_LIMIT,\n  BOARD_OPEN_LIMIT,\n  useDealsByStatus,\n} from '../hooks/use-deals'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  boardSummary,\n  DEAL_STATUS_LABELS,\n  type DealDoc,\n  formatAmountByCurrency,\n  formatMoney,\n} from '../model/deal-board-model'\nimport { customFieldColumns } from './contact-custom-columns'\nimport { DealBoard } from './deal-board'\nimport { DealEditDrawer } from './deal-edit-drawer'\nimport { CrmExportButton, CrmImportButton } from './crm-transfer-buttons'\nimport { CRM_DEALS_RESOURCE } from '../transfer/fields'\nimport DealsBulkBar from './deals-bulk-bar'\nimport { LostReasonDialog } from './lost-reason-dialog'\nimport { OwnerAvatar } from './owner-avatar'\nimport { PipelinesDialog } from './pipelines-dialog'\n\ntype View = 'board' | 'table'\ntype StatusFilter = CrmDealStatus | 'all'\n\n/** What the deals table's panel offers: the status, \"No next activity\", the Type and the Lead source. */\nconst DEAL_GRID_FILTER_FIELDS = DEAL_LIST_FILTER_FIELDS\nconst DEAL_GRID_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  status: 'Status',\n  [CRM_NEXT_ACTIVITY_FILTER_FIELD.column]: CRM_NEXT_ACTIVITY_FILTER_HEADER,\n  type: 'Type',\n  leadSource: 'Lead source',\n}\nconst DEAL_STATUS_FILTER_OPTIONS = (['open', 'won', 'lost'] as const).map((value) => ({\n  value,\n  label: DEAL_STATUS_LABELS[value],\n}))\n\n/** Salesforce's Type and Lead source columns are offered, not shown, until a view turns them on (AGL-3516). */\nconst DEAL_HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = { type: false, leadSource: false }\n\n/** A picklist's choices for its filter: every value the org keeps, inactive ones marked, then \"none\". */\nfunction picklistFilterOptions(picklist: CrmPicklist, none: string): ListFilterOption[] {\n  return [\n    ...picklist.values.map((value) => ({\n      value: value.label,\n      label: value.active ? value.label : `${value.label} (inactive)`,\n    })),\n    { value: DEAL_PICKLIST_FILTER_NONE, label: none },\n  ]\n}\n\n\n/** What a pipeline made at the organization level is stamped with — the org's own token. */\nconst ORG_PIPELINE_TOKENS: readonly string[] = [ORG_SCOPE_TOKEN]\n\n/**\n * `/crm/deals` — the pipeline (AGL-2598).\n *\n * ## Two views of one pipeline\n *\n * The BOARD is one pipeline's open deals, one column per open stage, read\n * in one bounded listener over `(visibleTo, pipelineId, status, updatedAt)`\n * and sorted into columns here — a listener per column would be five\n * subscriptions for one board. The TABLE is the same pipeline's deals,\n * paged by a query that carries its status, \"No next activity\" and search\n * word (AGL-3321); it is where the closed history is found. The three figures above both come from the board's read, so\n * they describe what is in play whichever view is showing.\n *\n * ## Which pipeline\n *\n * The switcher in the header (AGL-2620) picks among the ACTIVE pipelines\n * and opens on the default; the board, the table, the figures and the New\n * deal drawer all follow it. It is section state rather than a route: a\n * pipeline is a lens on the section, and a saved view that names one\n * composes with it. **Pipelines** opens the dialog that creates, renames,\n * defaults, archives and — through it — edits the stages of each.\n *\n * ## Every move goes through the route\n *\n * A drag, a card's \"Move to\", \"Mark won\" and \"Mark lost\" all end in\n * `useDealStageApi`, never a Firestore write: the stage is the fact the\n * automations listen for, and only the server emits the event. The section\n * marks the card pending while the request runs and lets the listener land\n * it — see `DealBoard` for why a move is not applied optimistically.\n *\n * ## Creation is a button\n *\n * \"New deal\" opens a drawer; there is no form above the list. The drawer\n * writes client-direct against the rules, stamped with this console's scope.\n *\n * ## The table selects and exports (AGL-2621)\n *\n * The table's rows are selectable, and a selection raises `DealsBulkBar`\n * over it — whose stage moves go through the same `useDealStageApi` as a\n * drag. Import and Export open the console's import wizard and export\n * dialog on `crm.deals` (AGL-3528): the export over the selection, the\n * list's own query, or every deal.\n */\nexport function DealsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const routes = crmRoutes(basePath ?? '')\n  const router = useRouter()\n  const { enqueueSnackbar } = useSnackbar()\n  const scope = useCrmScope({ hostId, org })\n  const pipelineState = usePipeline(scope.orgId, {\n    hostId,\n    org: (org ?? null) as Record<string, unknown> | null,\n  })\n  const { activePipelines } = pipelineState\n  const [pipelineId, setPipelineId] = useState<string | null>(null)\n  // The chosen pipeline while it is still active; else the default. A\n  // pipeline archived from another tab falls back rather than leaving the\n  // board on a pipeline the picker no longer lists.\n  const pipeline =\n    (pipelineId ? activePipelines.find((entry) => entry.$id === pipelineId) : null) ??\n    pipelineState.pipeline\n  const roster = useOrgMemberDirectory(scope.orgId)\n  const api = useDealStageApi(hostId)\n  const nowMs = useMemo(() => Date.now(), [])\n  // The org's deal fields, for the table's optional columns (AGL-2661).\n  const dealFields = useContactFieldDefinitions(scope.orgId, 'deal')\n  // Salesforce's Type and Lead source lists, for their columns and filters (AGL-3516).\n  const typeList = useCrmPicklist('opportunityType', scope.orgId)\n  const leadSourceList = useCrmPicklist('leadSource', scope.orgId)\n\n  const [view, setView] = useState<View>('board')\n  const [closedExpanded, setClosedExpanded] = useState(false)\n  /*\n   * The table's status filter is the saved VIEW'S (AGL-2617): a view of\n   * deals is a view of the table, and it holds the status beside the\n   * columns and the sort. Opening one shows the table, because the board\n   * has no columns to arrange and answers to the pipeline's stages alone.\n   */\n  const views = useCrmSavedView({\n    section: 'deals',\n    hostId,\n    org,\n    basePath: basePath ?? '',\n  })\n  const statusFilter: StatusFilter = useMemo(() => {\n    const value = views.state.filters.find((clause) => clause.field === 'status')?.value\n    return value === 'open' || value === 'won' || value === 'lost' ? value : 'all'\n  }, [views.state.filters])\n  // Every clause is the query's, the status and \"No next activity\" alike.\n  const viewFilters = views.state.filters\n  useEffect(() => {\n    if (views.currentId) setView('table')\n  }, [views.currentId])\n\n  // The board's read stays on in the table view too: it is what the summary\n  // above both views is computed from, and it is already bounded.\n  const open = useDealsByStatus(\n    scope.orgId,\n    scope.visibleTo,\n    pipeline?.$id ?? null,\n    'open',\n    BOARD_OPEN_LIMIT,\n  )\n  const closedPipelineId =\n    view === 'board' && closedExpanded ? (pipeline?.$id ?? null) : null\n  const won = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'won', BOARD_CLOSED_LIMIT)\n  const lost = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'lost', BOARD_CLOSED_LIMIT)\n  /*\n   * THE TABLE (AGL-3321): the pipeline's deals, every clause and the search\n   * word on one query — the search reads the title's word prefixes every\n   * deal writer stamps, so a deal on page four is found by any word of its\n   * title — paged by that query, and read only while the table is showing.\n   */\n  const [searchWords, setSearchWords] = useState<string[]>([])\n  const searching = searchWords.some((word) => word.trim())\n  const searchKey = searchWords.join(' ')\n  const foldsScope = useCrmFoldsScope(scope.orgId, scope.visibleTo)\n  const pipelineBase = useMemo(() => dealPipelineBase(pipeline?.$id ?? null), [pipeline?.$id])\n  // Each stored clause asked through the field its writer keeps — a Type\n  // or a Lead source by its key (AGL-3516).\n  const asked = useMemo(() => crmAskClauses(viewFilters, dealQueryClause), [viewFilters])\n  // The header order the view asks (AGL-3680), read before the query it orders.\n  const dealSort = useMemo(\n    () => crmViewQuerySort(DEAL_LIST_SORTS, views.state.sort, DEAL_LIST_SORTS[0]),\n    [views.state.sort],\n  )\n  const paged = useCrmListQuery<DealDoc>({\n    scope: scope.scope,\n    collection: CRM_COLLECTIONS.deals,\n    visibleTo: scope.visibleTo,\n    foldsScope,\n    declaration: DEAL_LIST_DECLARATION,\n    clauses: asked.clauses,\n    search: searchWords,\n    base: pipelineBase,\n    sort: dealSort.sort,\n    prefixSearch: DEAL_PREFIX_SEARCH,\n    enabled: view === 'table' && Boolean(pipeline),\n  })\n\n  const summary = useMemo(() => boardSummary(open.data, pipeline), [open.data, pipeline])\n\n  /*\n   * MOVES IN FLIGHT. A card in this set is dimmed and cannot be dragged\n   * again until the route answers; the listener is what moves it.\n   */\n  const [moving, setMoving] = useState<ReadonlySet<string>>(() => new Set())\n  const track = useCallback(\n    async (deal: DealDoc, request: () => Promise<unknown>, done: string) => {\n      setMoving((current) => new Set(current).add(deal.$id))\n      try {\n        await request()\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error ? error.message : 'The deal could not be moved.',\n          { variant: 'warning', allowDuplicate: true },\n        )\n        return false\n      } finally {\n        setMoving((current) => {\n          const next = new Set(current)\n          next.delete(deal.$id)\n          return next\n        })\n      }\n    },\n    [enqueueSnackbar],\n  )\n  const handleMove = useCallback(\n    (deal: DealDoc, stageId: string) => {\n      const stage = dealStageById(pipeline, stageId)\n      void track(\n        deal,\n        () => api.moveToStage(deal, stageId),\n        `Moved to ${stage?.name ?? 'stage'}`,\n      )\n    },\n    [api, pipeline, track],\n  )\n  const handleWon = useCallback(\n    (deal: DealDoc) => void track(deal, () => api.markWon(deal), 'Deal won'),\n    [api, track],\n  )\n  const [losing, setLosing] = useState<DealDoc | null>(null)\n  const handleLost = useCallback((deal: DealDoc) => setLosing(deal), [])\n  const confirmLost = useCallback(\n    (reason: string) => {\n      const deal = losing\n      if (!deal) return\n      setLosing(null)\n      void track(deal, () => api.markLost(deal, reason), 'Deal marked lost')\n    },\n    [api, losing, track],\n  )\n\n  const openDeal = useCallback(\n    (deal: DealDoc) => router.push(routes.deal(deal.$id)),\n    [router, routes],\n  )\n\n  const [creating, setCreating] = useState(false)\n  const [managingPipelines, setManagingPipelines] = useState(false)\n\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A page or a status is a different set of rows; a selection made on\n  // the last one would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [paged.plan, paged.page])\n  // The list's filter, when one narrows it, for the export to read the same\n  // records the list does (AGL-3528).\n  const exportFilter = useMemo(\n    () => (paged.plan.served.length || paged.plan.searched ? { label: 'what the list shows', plan: paged.plan } : null),\n    [paged.plan],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'title',\n        headerName: 'Deal',\n        flex: 1.6,\n        minWidth: 220,\n        renderCell: ({ row }: { row: DealDoc }) => {\n          const withWhom = [row.contactName, row.companyName].filter(Boolean).join(' · ')\n          return (\n            <Stack sx={{ justifyContent: 'center', lineHeight: 1.25 }}>\n              <Typography variant=\"body2\" sx={{ lineHeight: 1.25 }}>\n                {row.title || 'Untitled deal'}\n              </Typography>\n              {withWhom ? (\n                <Typography variant=\"caption\" color=\"text.secondary\" noWrap sx={{ lineHeight: 1.25 }}>\n                  {withWhom}\n                </Typography>\n              ) : null}\n            </Stack>\n          )\n        },\n      },\n      {\n        field: 'stageId',\n        headerName: 'Stage',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value: unknown, row: DealDoc) =>\n          dealStageById(pipelineState.pipelineById(row.pipelineId), row.stageId)?.name ??\n          row.stageId,\n      },\n      {\n        field: 'amountCents',\n        headerName: 'Amount',\n        flex: 0.8,\n        minWidth: 120,\n        align: 'right',\n        headerAlign: 'right',\n        valueGetter: (_value: unknown, row: DealDoc) => row.amountCents ?? null,\n        renderCell: ({ row }: { row: DealDoc }) =>\n          typeof row.amountCents === 'number' ? formatMoney(row.amountCents, row.currency) : '—',\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value: unknown, row: DealDoc) => roster.nameOf(row.ownerUid),\n        renderCell: ({ row }: { row: DealDoc }) => {\n          const label = roster.nameOf(row.ownerUid)\n          return label ? (\n            <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n              <OwnerAvatar label={label} size={22} />\n              <Typography variant=\"body2\" noWrap>\n                {label}\n              </Typography>\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          )\n        },\n      },\n      {\n        field: 'expectedCloseAtMs',\n        headerName: 'Expected close',\n        flex: 0.8,\n        minWidth: 130,\n        type: 'date',\n        valueGetter: (_value: unknown, row: DealDoc) =>\n          typeof row.expectedCloseAtMs === 'number' ? new Date(row.expectedCloseAtMs) : null,\n        renderCell: ({ row }: { row: DealDoc }) =>\n          typeof row.expectedCloseAtMs === 'number'\n            ? new Date(row.expectedCloseAtMs).toLocaleDateString()\n            : '—',\n      },\n      {\n        field: 'status',\n        headerName: 'Status',\n        flex: 0.6,\n        minWidth: 100,\n        renderCell: ({ row }: { row: DealDoc }) => (\n          <Chip\n            size=\"small\"\n            label={DEAL_STATUS_LABELS[row.status] ?? row.status}\n            color={row.status === 'won' ? 'success' : row.status === 'lost' ? 'default' : 'primary'}\n            variant={row.status === 'open' ? 'outlined' : 'filled'}\n          />\n        ),\n      },\n      // When the earliest open task against the deal is due (AGL-2661).\n      nextActivityColumn(nowMs),\n      // Salesforce's Type and Lead source, optional, in their lists' order (AGL-3516).\n      picklistColumn('type', 'Type', typeList.picklist),\n      picklistColumn('leadSource', 'Lead source', leadSourceList.picklist),\n      // The org's deal fields as optional columns (AGL-2661).\n      ...customFieldColumns(dealFields.active),\n    ],\n    [pipelineState, roster, dealFields.active, nowMs, typeList.picklist, leadSourceList.picklist],\n  )\n  /** The table's rows: the query's page. */\n  const tableRows = paged.rows\n  /*\n   * The table's column and sort models are the view's (AGL-2617); its\n   * filters are the grid's own panel over the view's clauses (AGL-3313),\n   * every one of them asked of the query (AGL-3321).\n   */\n  /*\n   * The choices each select column offers. A stored clause naming a value\n   * no longer listed stays a choice, so the panel can show it and clear it.\n   */\n  const filterOptions = useMemo<Record<string, ListFilterOption[]>>(() => {\n    const stale = (field: string, known: readonly { value: string }[]) =>\n      viewFilters\n        .filter((clause) => clause.field === field && clause.op !== 'isEmpty')\n        .flatMap((clause) => clause.value.split(','))\n        .map((value) => value.trim())\n        .filter((value) => value && !known.some((option) => option.value === value))\n        .map((value) => ({ value, label: value }))\n    const types = picklistFilterOptions(typeList.picklist, 'No type')\n    const sources = picklistFilterOptions(leadSourceList.picklist, 'No lead source')\n    return {\n      status: DEAL_STATUS_FILTER_OPTIONS,\n      type: [...types, ...stale('type', types)],\n      leadSource: [...sources, ...stale('leadSource', sources)],\n    }\n  }, [viewFilters, typeList.picklist, leadSourceList.picklist])\n  const filterColumns = useMemo(\n    () => listFilterGridColumns(columns, DEAL_GRID_FILTER_FIELDS, filterOptions, DEAL_GRID_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const grid = useCrmViewGrid(views, filterColumns, DEAL_HIDDEN_COLUMNS)\n  /*\n   * EVERY HEADER SORTS (AGL-3680). The grid used to sort the view's order\n   * over the one page on screen while the footer paged the query, which read\n   * as the whole pipeline's order. Deal, Amount, Expected close, Status and\n   * Next activity sort the QUERY now (`DEAL_LIST_SORTS`); the rest sort the\n   * page and say so — Stage in the pipeline's order, Type and Lead source in\n   * the order the org keeps their values.\n   */\n  const pageSorts = useMemo(() => {\n    const rank = (list: CrmPicklist, label: unknown) =>\n      String(label ?? '').trim() ? crmPicklistRank(list, label) : null\n    return {\n      stageId: (row: DealDoc) => {\n        const stages = pipelineState.pipelineById(row.pipelineId)?.stages ?? []\n        const at = stages.findIndex((stage) => stage.id === row.stageId)\n        return at === -1 ? null : at\n      },\n      type: (row: DealDoc) => rank(typeList.picklist, row.type),\n      leadSource: (row: DealDoc) => rank(leadSourceList.picklist, row.leadSource),\n    }\n  }, [pipelineState, typeList.picklist, leadSourceList.picklist])\n  const columnSort = useCrmColumnSort<DealDoc>({\n    views,\n    sorts: DEAL_LIST_SORTS,\n    defaultSort: DEAL_LIST_SORTS[0],\n    asked: dealSort,\n    orderBy: paged.plan.orderBy,\n    rows: tableRows,\n    columns: grid.columns,\n    pageSorts,\n  })\n  const gridFilter = useListGridFilter({\n    clauses: viewFilters,\n    onChange: views.setFilters,\n    selectFields: ['status', 'type', 'leadSource'],\n    codecs: DEAL_FILTER_CODECS,\n    search: { words: searchWords, onChange: setSearchWords },\n  })\n  // What the query could not hold, named by the clause the reader set.\n  const refused = useMemo(\n    () =>\n      crmQueryRefusals(paged.plan, asked, {\n        fields: DEAL_GRID_FILTER_FIELDS,\n        headers: DEAL_GRID_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [paged.plan, asked, filterOptions],\n  )\n\n  const noOrg = scope.ready && !scope.orgId\n  const pipelineLoading =\n    !noOrg && (pipelineState.status === 'loading' || pipelineState.seeding || (!pipeline && pipelineState.status !== 'error'))\n\n  return (\n    <>\n      <CardDisplay\n        header={'Deals'}\n        help={pluginDocsHelp('deals', { anchor: '#the-board-and-the-table' })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          // The record actions, top right and never clipped (AGL-3311).\n          action: (\n            <CrmListActions>\n              <CrmImportButton resource={CRM_DEALS_RESOURCE} noun=\"deals\" hostId={hostId} mappingZone=\"deals\" />\n              <CrmExportButton resource={CRM_DEALS_RESOURCE} hostId={hostId} filter={exportFilter} />\n              <Button\n                size=\"small\"\n                startIcon={<MdiIcon path={mdiCogOutline.path} size={0.8} />}\n                disabled={!scope.orgId || pipelineState.status === 'loading'}\n                onClick={() => setManagingPipelines(true)}\n              >\n                {'Pipelines'}\n              </Button>\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                disabled={!pipeline || !scope.orgId}\n                onClick={() => setCreating(true)}\n              >\n                {'New deal'}\n              </Button>\n            </CrmListActions>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          <Stack\n            useFlexGap\n            direction=\"row\"\n            spacing={3}\n            sx={{ alignItems: 'flex-end', flexWrap: 'wrap', rowGap: 1 }}\n          >\n            <Figure label=\"Open deals\" value={summary.openCount.toLocaleString()} />\n            <Figure label=\"Pipeline value\" value={formatAmountByCurrency(summary.valueByCurrency)} />\n            <Figure label=\"Weighted value\" value={formatAmountByCurrency(summary.weightedByCurrency)} />\n            <Stack sx={{ flex: 1 }} />\n            {/* Which pipeline the board and table show, above them rather than under (AGL-3311). */}\n            {activePipelines.length > 1 ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Pipeline\"\n                value={pipeline?.$id ?? ''}\n                onChange={(event) => setPipelineId(event.target.value)}\n                sx={{ minWidth: 160 }}\n                slotProps={{ select: { 'aria-label': 'Pipeline' } }}\n              >\n                {activePipelines.map((entry) => (\n                  <MenuItem key={entry.$id} value={entry.$id}>\n                    {entry.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={view}\n              onChange={(_event, next) => {\n                if (next) setView(next as View)\n              }}\n              aria-label=\"View\"\n            >\n              <ToggleButton value=\"board\" aria-label=\"Board\">\n                <MdiIcon path={mdiViewColumnOutline.path} size={0.8} />\n                <Typography variant=\"button\" sx={{ ml: 0.5 }}>\n                  {'Board'}\n                </Typography>\n              </ToggleButton>\n              <ToggleButton value=\"table\" aria-label=\"Table\">\n                <MdiIcon path={mdiTableLarge.path} size={0.8} />\n                <Typography variant=\"button\" sx={{ ml: 0.5 }}>\n                  {'Table'}\n                </Typography>\n              </ToggleButton>\n            </ToggleButtonGroup>\n          </Stack>\n\n          {noOrg ? (\n            <Alert severity=\"info\">\n              {'This site has no organization, so it has no pipeline.'}\n            </Alert>\n          ) : pipelineState.status === 'error' ? (\n            <Alert severity=\"warning\">\n              {'The pipeline could not be read. Deals need the \"Manage data\" permission.'}\n            </Alert>\n          ) : pipelineLoading ? (\n            <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n              <CircularProgress size={18} />\n              <Typography variant=\"body2\" color=\"text.secondary\">\n                {pipelineState.seeding ? 'Setting up your Sales pipeline…' : 'Loading the pipeline…'}\n              </Typography>\n            </Stack>\n          ) : view === 'board' && pipeline ? (\n            <>\n              {open.status === 'success' && open.data.length === 0 ? (\n                <EmptyStateComponent\n                  compact\n                  label={'No open deals yet'}\n                  description={'A deal is a sale in progress, moved across the stages below as it advances.'}\n                  action={\n                    <Button\n                      size=\"small\"\n                      variant=\"contained\"\n                      startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                      disabled={!pipeline || !scope.orgId}\n                      onClick={() => setCreating(true)}\n                    >\n                      {'New deal'}\n                    </Button>\n                  }\n                />\n              ) : null}\n              <DealBoard\n                pipeline={pipeline}\n                deals={open.data}\n                won={closedExpanded && won.status !== 'loading' ? won.data : null}\n                lost={closedExpanded && lost.status !== 'loading' ? lost.data : null}\n                closedExpanded={closedExpanded}\n                onToggleClosed={() => setClosedExpanded((current) => !current)}\n                labelFor={roster.nameOf}\n                moving={moving}\n                onOpen={openDeal}\n                onMove={handleMove}\n                onWon={handleWon}\n                onLost={handleLost}\n                nowMs={nowMs}\n              />\n            </>\n          ) : (\n            <Stack spacing={1.5}>\n              {/*\n                The view this table is showing, and the clauses narrowing it\n                as chips (AGL-2617, AGL-3313). Status and \"No next activity\"\n                are set in the grid's own Filters panel.\n              */}\n              <CrmListToolbar label=\"Deal filters\">\n                <CrmViewsControl controller={views} allLabel=\"All deals\" />\n                <ListFilterChips\n                  fields={DEAL_GRID_FILTER_FIELDS}\n                  headers={DEAL_GRID_FILTER_HEADERS}\n                  clauses={viewFilters}\n                  onChange={views.setFilters}\n                  options={filterOptions}\n                  marksServed={false}\n                />\n              </CrmListToolbar>\n              <ListQueryNotices\n                refused={refused}\n                notices={[...paged.plan.notices, ...columnSort.notices]}\n              />\n                <>\n                  <DealsBulkBar\n                    hostId={hostId}\n                    scope={scope.scope}\n                    rows={tableRows}\n                    selected={selectedIds}\n                    onSelectedChange={setSelectedIds}\n                    pipelineById={pipelineState.pipelineById}\n                    roster={roster}\n                    api={api}\n                  />\n                  <CrmColumnOrderProvider value={grid.columnOrder}>\n                    <ListTable\n                      rows={columnSort.rows}\n                      columnSort={columnSort}\n                      columns={grid.columns}\n                      slots={CRM_LIST_SLOTS}\n                      selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                      onOpen={(_id, row) => openDeal(row as DealDoc)}\n                      // The panel and the search are the query's (AGL-3321).\n                      filterMode=\"server\"\n                      filterModel={gridFilter.filterModel}\n                      onFilterModelChange={gridFilter.onFilterModelChange}\n                      quickFilter\n                      loading={paged.status === 'loading'}\n                      // An empty table is said inside the grid, so its toolbar\n                      // stays to change the status that emptied it.\n                      noRowsLabel={\n                        searching\n                          ? `No deals match “${searchKey.trim()}”`\n                          : statusFilter === 'all'\n                            ? 'No deals yet'\n                            : `No ${statusFilter} deals`\n                      }\n                      noRowsDescription={\n                        statusFilter === 'all' && !searching\n                          ? 'A deal is a sale in progress, moved across the pipeline as it advances.'\n                          : undefined\n                      }\n                      noRowsAction={\n                        statusFilter === 'all' && !searching ? (\n                          <Button\n                            size=\"small\"\n                            variant=\"contained\"\n                            startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                            disabled={!pipeline || !scope.orgId}\n                            onClick={() => setCreating(true)}\n                          >\n                            {'New deal'}\n                          </Button>\n                        ) : undefined\n                      }\n                      // Columns are the view's, controlled (AGL-2617); so is the\n                      // header order, which `columnSort` keeps in it (AGL-3680).\n                      columnVisibilityModel={grid.columnVisibilityModel}\n                      onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n                      hideFooter\n                    />\n                  </CrmColumnOrderProvider>\n                  <ListPagination\n                    page={paged.page}\n                    pageSize={paged.pageSize}\n                    rowCount={paged.rows.length}\n                    hasMore={paged.hasMore}\n                    onPageChange={paged.setPage}\n                    onPageSizeChange={paged.setPageSize}\n                  />\n                </>\n            </Stack>\n          )}\n        </Stack>\n      </CardDisplay>\n      <DealEditDrawer\n        open={creating}\n        onClose={() => setCreating(false)}\n        hostId={hostId}\n        org={org}\n        pipelines={activePipelines}\n        defaultPipeline={pipeline}\n      />\n      <PipelinesDialog\n        open={managingPipelines}\n        onClose={() => setManagingPipelines(false)}\n        orgId={scope.orgId ?? ''}\n        // A pipeline made here is stamped the way the seeded default is\n        // (`usePipeline`): the site's own tokens under a site; at the\n        // organization level the org token, with the picked site as its\n        // provenance (AGL-2630).\n        hostId={scope.createHostId}\n        pipelines={pipelineState.pipelines}\n        fromCache={pipelineState.fromCache}\n        unreadable={pipelineState.status === 'error'}\n        visibleToTokens={scope.visibleTo}\n        createTokens={scope.level === 'site' ? scope.createTokens : ORG_PIPELINE_TOKENS}\n      />\n      <LostReasonDialog\n        open={Boolean(losing)}\n        dealTitle={losing?.title ?? ''}\n        onClose={() => setLosing(null)}\n        onConfirm={confirmLost}\n      />\n    </>\n  )\n}\nDealsSection.displayName = 'DealsSection'\n\n/** An optional column of a picklist field: its label, sorted in the list's order. */\nfunction picklistColumn(field: 'type' | 'leadSource', headerName: string, picklist: CrmPicklist): GridColDef {\n  return {\n    field,\n    headerName,\n    flex: 0.8,\n    minWidth: 130,\n    valueGetter: (_value: unknown, row: DealDoc) => String(row[field] ?? 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package/src/lib/components/lead-properties-card.js

@@ -34,16 +34,18 @@ import { crmRoutes } from "../model/crm-routes.js";
 import { LeadProfileFields, leadProfileDraftBody, leadProfileDraftFrom } from "./lead-profile-fields.js";
 import { CrmCallButton, CrmPhoneLink } from "./crm-call-actions.js";
 import { CrmEmailStateChip } from "./crm-email-state-chip.js";
-import { CrmEmailGatewayChip } from "./crm-email-check.js";
+import { CrmAccountLockChip, CrmEmailGatewayChip } from "./crm-email-check.js";
 import { CrmRecordChip, CrmRecordHeader } from "./crm-record-header.js";
 import { CrmSendEmailButton } from "./crm-send-email-button.js";
 import { LeadOwnerSelect } from "./lead-owner-select.js";
 import { LeadStatusChip } from "./lead-status-chip.js";
 import { leadStatusChoices, leadStatusMenuItems } from "./lead-status-options.js";
-import { crmClientListFields, CRM_CLIENT_SEARCH_FIELDS } from "../model/crm-list-query.js";
+import { crmClientListFields, CRM_CLIENT_SEARCH_FIELDS, CRM_CLIENT_SORT_FIELDS } from "../model/crm-list-query.js";
 import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
 /** The Leads list's fields a profile save rewrites; the verdict key is the server's. */ const LEAD_CLIENT_LIST_FIELDS = [
     ...CRM_CLIENT_SEARCH_FIELDS,
+    // The Lead, Company and Title headers' sort keys (AGL-3680).
+    ...CRM_CLIENT_SORT_FIELDS,
     'leadSourceKey',
     // The lead source's group, read off the org's list (AGL-3577).
     'leadSourceDirection',
@@ -103,7 +105,7 @@ const NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX;
  * conversion, and the header's actions become links to what the conversion
  * made.
  */ export function LeadPropertiesCard(props) {
-    var _lead_phone, _lead_mobilePhone, _lead_notes, _lead_email, _lead_email1, _lead_name, _lead_email2;
+    var _lead_phone, _lead_mobilePhone, _lead_notes, _lead_email, _lead_email1, _lead_name, _lead_email2, _lead_email3;
     const { hostId, consentGroup, orgId, leadId, lead, leadStatus, fromCache, basePath, roster, onConvert, onUnqualify, extraMenuItems = [], banner, extraChips, erasurePending = false, org } = props;
     const firestore = useFirestore();
     const { enqueueSnackbar } = useSnackbar();
@@ -427,6 +429,10 @@ const NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX;
                             email: String((_lead_email2 = lead['email']) != null ? _lead_email2 : ''),
                             emailState: emailState
                         }),
+                        /*#__PURE__*/ _jsx(CrmAccountLockChip, {
+                            hostId: hostId,
+                            email: String((_lead_email3 = lead['email']) != null ? _lead_email3 : '')
+                        }),
                         /*#__PURE__*/ _jsx(CrmRecordChip, {
                             label: "Owner",
                             value: lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined

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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