@aglyn/plugins-crm 1.0.0-beta.233 → 1.0.0-beta.235

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-history-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { CAPTURED_BY_HOST_FIELD, CONTACT_SOURCE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\n// The component path and NOT the marketing barrel, for the reason the Inbox\n// and the contacts list give: the barrel is the tenant loader's entry point\n// for the plugin's SITE half, and a console card named there ships to every\n// published page.\nimport {\n  CrmRecordAttributionZone,\n  useHasCrmRecordAttribution,\n} from './crm-attribution-zone'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\n\n/**\n * The surfaces `addHostLead` names — `signup`, `booking`, `form:{formId}`,\n * `import` — as they read on screen. A form's id is not a name, so it is\n * shown as the kind with the id beside it rather than as an opaque token.\n * The bare kind `form` is the lifecycle backfill's spelling for a person\n * whose timeline kept no form id (AGL-2631), and reads as the kind, the\n * way the contact's own source chip does.\n */\nexport function leadSourceLabel(source: string): string {\n  if (source === 'signup') return 'Sign-up'\n  if (source === 'booking') return 'Booking'\n  if (source === 'import') return CONTACT_SOURCE_LABELS.import\n  if (source === 'form') return CONTACT_SOURCE_LABELS.form\n  // A lead entered by hand or over the REST API (AGL-3231).\n  if (source === 'manual') return 'Added by hand'\n  if (source === 'api') return 'API'\n  if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`\n  return source\n}\n\n/** Every surface that produced a capture — the array, or the older single field. */\nexport function leadSources(lead: Record<string, unknown>): string[] {\n  const sources = lead['sources']\n  if (Array.isArray(sources) && sources.length) {\n    return sources.map((source) => String(source))\n  }\n  return typeof lead['source'] === 'string' && lead['source'] ? [lead['source']] : []\n}\n\n/** Epoch millis or a Firestore timestamp, as a local date-time, or a dash. */\nexport function leadTimeLabel(value: unknown): string {\n  if (typeof value === 'number' && Number.isFinite(value)) {\n    return new Date(value).toLocaleString()\n  }\n  const asDate = (value as { toDate?: () => Date } | null | undefined)?.toDate?.()\n  return asDate ? asDate.toLocaleString() : '—'\n}\n\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\nexport interface LeadHistoryCardProps {\n  /**\n   * The lead's own site, or `null` at the organization level for a lead no\n   * site captured (AGL-3278). Named on \"Captured on\" when the document\n   * carries no capture list of its own, and the one site the attribution\n   * zone is asked about — with none the zone is not drawn, as on the\n   * contact's Associations card.\n   */\n  hostId: string | null\n  leadId: string\n  lead: Record<string, unknown>\n}\n\n/**\n * What the capture door recorded about this person (AGL-2608): every\n * surface that produced a capture, how many times, and when the first and\n * the latest happened — the fields `addHostLead` keeps on the one document\n * per person — plus the campaign the first capture is credited to.\n *\n * Read-only by construction. Nothing here is the team's to edit: it is what\n * the visitor did, and the CRM's working state lives on the card above it.\n */\nexport function LeadHistoryCard(props: LeadHistoryCardProps) {\n  const { hostId, leadId, lead } = props\n  // The caption introduces what another plugin draws; with none loaded it\n  // would introduce nothing.\n  const hasAttribution = useHasCrmRecordAttribution()\n  // Sites read by NAME at the organization level, as they do in the Leads\n  // list's \"Known by\" column; under a site there is no mount and an id is\n  // all there is to print.\n  const mount = useCrmOrgMount()\n  const sources = leadSources(lead)\n  const capturedBy = lead[CAPTURED_BY_HOST_FIELD]\n  const count = Number(lead['submissionCount'] ?? 0) || (sources.length ? 1 : 0)\n  return (\n    <CardDisplay\n      header={'Captured history'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={3}>\n        <Stack direction={{ xs: 'column', md: 'row' }} spacing={3}>\n          <Fact label=\"First seen\">\n            {leadTimeLabel(lead['firstSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Last seen\">\n            {leadTimeLabel(lead['lastSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Captures\">{count ? String(count) : '—'}</Fact>\n          <Fact label=\"Captured on\">\n            {Array.isArray(capturedBy) && capturedBy.length\n              ? capturedBy\n                  .map((id) => mount?.siteName(String(id)) ?? String(id))\n                  .join(', ')\n              : (hostId ?? '—')}\n          </Fact>\n        </Stack>\n        <Fact label=\"Sources\">\n          {sources.length ? (\n            <Stack useFlexGap direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip key={source} size=\"small\" variant=\"outlined\" label={leadSourceLabel(source)} />\n              ))}\n            </Stack>\n          ) : (\n            '—'\n          )}\n        </Fact>\n        {hasAttribution && hostId ? (\n          <Stack spacing={1}>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Where this lead came from'}\n            </Typography>\n            <CrmRecordAttributionZone\n              hostId={hostId}\n              recordKind=\"lead\"\n              recordId={leadId}\n            />\n            {/* Attribution is which campaign brought the person; the\n                filing on the Campaigns card is the team's own (AGL-3274),\n                and a reader who sees one campaign here and another there\n                is owed the difference. */}\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Filing is separate — see Filed under campaigns.'}\n            </Typography>\n          </Stack>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadHistoryCard.displayName = 'LeadHistoryCard'\n\nexport default LeadHistoryCard\n"],"names":["CAPTURED_BY_HOST_FIELD","CONTACT_SOURCE_LABELS","pluginDocsHelp","CrmRecordAttributionZone","useHasCrmRecordAttribution","CardDisplay","Chip","Stack","Typography","useCrmOrgMount","leadSourceLabel","source","import","form","startsWith","slice","length","leadSources","lead","sources","Array","isArray","map","String","leadTimeLabel","value","Number","isFinite","Date","toLocaleString","asDate","toDate","Fact","props","spacing","variant","color","label","component","children","LeadHistoryCard","hostId","leadId","hasAttribution","mount","capturedBy","count","header","help","anchor","contentGutterX","contentGutterY","direction","xs","md","id","siteName","join","useFlexGap","sx","flexWrap","rowGap","size","recordKind","recordId","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,sBAAsB,EAAEC,qBAAqB,EAAEC,cAAc,QAAQ,eAAc;AAC5F,4EAA4E;AAC5E,4EAA4E;AAC5E,4EAA4E;AAC5E,kBAAkB;AAClB,SACEC,wBAAwB,EACxBC,0BAA0B,QACrB,4BAAwB;AAC/B,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACvD,SAASC,cAAc,QAAQ,gCAA4B;AAE3D;;;;;;;CAOC,GACD,OAAO,SAASC,gBAAgBC,MAAc;IAC5C,IAAIA,WAAW,UAAU,OAAO;IAChC,IAAIA,WAAW,WAAW,OAAO;IACjC,IAAIA,WAAW,UAAU,OAAOV,sBAAsBW,MAAM;IAC5D,IAAID,WAAW,QAAQ,OAAOV,sBAAsBY,IAAI;IACxD,0DAA0D;IAC1D,IAAIF,WAAW,UAAU,OAAO;IAChC,IAAIA,WAAW,OAAO,OAAO;IAC7B,IAAIA,OAAOG,UAAU,CAAC,UAAU,OAAO,CAAC,KAAK,EAAEH,OAAOI,KAAK,CAAC,QAAQC,MAAM,GAAG;IAC7E,OAAOL;AACT;AAEA,kFAAkF,GAClF,OAAO,SAASM,YAAYC,IAA6B;IACvD,MAAMC,UAAUD,IAAI,CAAC,UAAU;IAC/B,IAAIE,MAAMC,OAAO,CAACF,YAAYA,QAAQH,MAAM,EAAE;QAC5C,OAAOG,QAAQG,GAAG,CAAC,CAACX,SAAWY,OAAOZ;IACxC;IACA,OAAO,OAAOO,IAAI,CAAC,SAAS,KAAK,YAAYA,IAAI,CAAC,SAAS,GAAG;QAACA,IAAI,CAAC,SAAS;KAAC,GAAG,EAAE;AACrF;AAEA,4EAA4E,GAC5E,OAAO,SAASM,cAAcC,KAAc;QAI3B;IAHf,IAAI,OAAOA,UAAU,YAAYC,OAAOC,QAAQ,CAACF,QAAQ;QACvD,OAAO,IAAIG,KAAKH,OAAOI,cAAc;IACvC;IACA,MAAMC,SAAUL,0BAAD,gBAAA,AAACA,MAAsDM,MAAM,qBAA7D,mBAACN;IAChB,OAAOK,SAASA,OAAOD,cAAc,KAAK;AAC5C;AAEA,SAASG,KAAKC,KAAmD;IAC/D,qBACE,MAAC1B;QAAM2B,SAAS;;0BACd,KAAC1B;gBAAW2B,SAAQ;gBAAUC,OAAM;0BACjCH,MAAMI,KAAK;;0BAEd,KAAC7B;gBAAW2B,SAAQ;gBAAQG,WAAU;0BACnCL,MAAMM,QAAQ;;;;AAIvB;AAeA;;;;;;;;CAQC,GACD,OAAO,SAASC,gBAAgBP,KAA2B;QAWpCf,uBAWIA,qBAGAA;IAxBzB,MAAM,EAAEuB,MAAM,EAAEC,MAAM,EAAExB,IAAI,EAAE,GAAGe;IACjC,wEAAwE;IACxE,2BAA2B;IAC3B,MAAMU,iBAAiBvC;IACvB,wEAAwE;IACxE,wEAAwE;IACxE,yBAAyB;IACzB,MAAMwC,QAAQnC;IACd,MAAMU,UAAUF,YAAYC;IAC5B,MAAM2B,aAAa3B,IAAI,CAAClB,uBAAuB;IAC/C,MAAM8C,QAAQpB,QAAOR,wBAAAA,IAAI,CAAC,kBAAkB,YAAvBA,wBAA2B,MAAOC,CAAAA,QAAQH,MAAM,GAAG,IAAI,CAAA;IAC5E,qBACE,KAACX;QACC0C,QAAQ;QACRC,MAAM9C,eAAe,YAAY;YAAE+C,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC5C;YAAM2B,SAAS;;8BACd,MAAC3B;oBAAM6C,WAAW;wBAAEC,IAAI;wBAAUC,IAAI;oBAAM;oBAAGpB,SAAS;;sCACtD,KAACF;4BAAKK,OAAM;sCACTb,eAAcN,sBAAAA,IAAI,CAAC,gBAAgB,YAArBA,sBAAyBA,IAAI,CAAC,YAAY;;sCAE3D,KAACc;4BAAKK,OAAM;sCACTb,eAAcN,qBAAAA,IAAI,CAAC,eAAe,YAApBA,qBAAwBA,IAAI,CAAC,YAAY;;sCAE1D,KAACc;4BAAKK,OAAM;sCAAYS,QAAQvB,OAAOuB,SAAS;;sCAChD,KAACd;4BAAKK,OAAM;sCACTjB,MAAMC,OAAO,CAACwB,eAAeA,WAAW7B,MAAM,GAC3C6B,WACGvB,GAAG,CAAC,CAACiC;;+CAAOX,yBAAAA,MAAOY,QAAQ,CAACjC,OAAOgC,uBAAQhC,OAAOgC;+BAClDE,IAAI,CAAC,QACPhB,iBAAAA,SAAU;;;;8BAGnB,KAACT;oBAAKK,OAAM;8BACTlB,QAAQH,MAAM,iBACb,KAACT;wBAAMmD,UAAU;wBAACN,WAAU;wBAAMlB,SAAS;wBAAKyB,IAAI;4BAAEC,UAAU;4BAAQC,QAAQ;wBAAI;kCACjF1C,QAAQG,GAAG,CAAC,CAACX,uBACZ,KAACL;gCAAkBwD,MAAK;gCAAQ3B,SAAQ;gCAAWE,OAAO3B,gBAAgBC;+BAA/DA;yBAIf;;gBAGHgC,kBAAkBF,uBACjB,MAAClC;oBAAM2B,SAAS;;sCACd,KAAC1B;4BAAW2B,SAAQ;4BAAUC,OAAM;sCACjC;;sCAEH,KAACjC;4BACCsC,QAAQA;4BACRsB,YAAW;4BACXC,UAAUtB;;sCAMZ,KAAClC;4BAAW2B,SAAQ;4BAAUC,OAAM;sCACjC;;;qBAGH;;;;AAIZ;AACAI,gBAAgByB,WAAW,GAAG;AAE9B,eAAezB,gBAAe"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-history-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { CAPTURED_BY_HOST_FIELD, CONTACT_SOURCE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\n// The component path and NOT the marketing barrel, for the reason the Inbox\n// and the contacts list give: the barrel is the tenant loader's entry point\n// for the plugin's SITE half, and a console card named there ships to every\n// published page.\nimport {\n  CrmRecordAttributionZone,\n  useHasCrmRecordAttribution,\n} from './crm-attribution-zone'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\n\n/**\n * The surfaces `addHostLead` names — `signup`, `booking`, `form:{formId}`,\n * `import` — as they read on screen. A form's id is not a name, so it is\n * shown as the kind with the id beside it rather than as an opaque token.\n * The bare kind `form` is the lifecycle backfill's spelling for a person\n * whose timeline kept no form id (AGL-2631), and reads as the kind, the\n * way the contact's own source chip does.\n */\nexport function leadSourceLabel(source: string): string {\n  if (source === 'signup') return 'Sign-up'\n  if (source === 'booking') return 'Booking'\n  if (source === 'import') return CONTACT_SOURCE_LABELS.import\n  if (source === 'form') return CONTACT_SOURCE_LABELS.form\n  // A lead entered by hand or over the REST API (AGL-3231).\n  if (source === 'manual') return 'Added by hand'\n  if (source === 'api') return 'API'\n  if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`\n  return source\n}\n\n/** Every surface that produced a capture — the array, or the older single field. */\nexport function leadSources(lead: Record<string, unknown>): string[] {\n  const sources = lead['sources']\n  if (Array.isArray(sources) && sources.length) {\n    return sources.map((source) => String(source))\n  }\n  return typeof lead['source'] === 'string' && lead['source'] ? [lead['source']] : []\n}\n\n/** Epoch millis or a Firestore timestamp, as a local date-time, or a dash. */\nexport function leadTimeLabel(value: unknown): string {\n  if (typeof value === 'number' && Number.isFinite(value)) {\n    return new Date(value).toLocaleString()\n  }\n  const asDate = (value as { toDate?: () => Date } | null | undefined)?.toDate?.()\n  return asDate ? asDate.toLocaleString() : '—'\n}\n\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\nexport interface LeadHistoryCardProps {\n  /**\n   * The lead's own site, or `null` at the organization level for a lead no\n   * site captured (AGL-3278). Named on \"Captured on\" when the document\n   * carries no capture list of its own, and the one site the attribution\n   * zone is asked about — with none the zone is not drawn, as on the\n   * contact's Associations card.\n   */\n  hostId: string | null\n  leadId: string\n  lead: Record<string, unknown>\n}\n\n/**\n * What the capture door recorded about this person (AGL-2608): every\n * surface that produced a capture, how many times, and when the first and\n * the latest happened — the fields `addHostLead` keeps on the one document\n * per person — plus the campaign the first capture is credited to.\n *\n * Read-only by construction. Nothing here is the team's to edit: it is what\n * the visitor did, and the CRM's working state lives on the card above it.\n */\nexport function LeadHistoryCard(props: LeadHistoryCardProps) {\n  const { hostId, leadId, lead } = props\n  // The caption introduces what another plugin draws; with none loaded it\n  // would introduce nothing.\n  const hasAttribution = useHasCrmRecordAttribution()\n  // Sites read by NAME at the organization level, as they do in the Leads\n  // list's \"Known by\" column; under a site there is no mount and an id is\n  // all there is to print.\n  const mount = useCrmOrgMount()\n  const sources = leadSources(lead)\n  const capturedBy = lead[CAPTURED_BY_HOST_FIELD]\n  const count = Number(lead['submissionCount'] ?? 0) || (sources.length ? 1 : 0)\n  return (\n    <CardDisplay\n      header={'Captured history'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#captured-history' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={3}>\n        <Stack direction={{ xs: 'column', md: 'row' }} spacing={3}>\n          <Fact label=\"First seen\">\n            {leadTimeLabel(lead['firstSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Last seen\">\n            {leadTimeLabel(lead['lastSeenAtMs'] ?? lead['createdAt'])}\n          </Fact>\n          <Fact label=\"Captures\">{count ? String(count) : '—'}</Fact>\n          <Fact label=\"Captured on\">\n            {Array.isArray(capturedBy) && capturedBy.length\n              ? capturedBy\n                  .map((id) => mount?.siteName(String(id)) ?? String(id))\n                  .join(', ')\n              : (hostId ?? '—')}\n          </Fact>\n        </Stack>\n        <Fact label=\"Sources\">\n          {sources.length ? (\n            <Stack useFlexGap direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip key={source} size=\"small\" variant=\"outlined\" label={leadSourceLabel(source)} />\n              ))}\n            </Stack>\n          ) : (\n            '—'\n          )}\n        </Fact>\n        {hasAttribution && hostId ? (\n          <Stack spacing={1}>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Where this lead came from'}\n            </Typography>\n            <CrmRecordAttributionZone\n              hostId={hostId}\n              recordKind=\"lead\"\n              recordId={leadId}\n            />\n            {/* Attribution is which campaign brought the person; the\n                filing on the Campaigns card is the team's own (AGL-3274),\n                and a reader who sees one campaign here and another there\n                is owed the difference. */}\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Filing is separate — see Filed under campaigns.'}\n            </Typography>\n          </Stack>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadHistoryCard.displayName = 'LeadHistoryCard'\n\nexport default LeadHistoryCard\n"],"names":["CAPTURED_BY_HOST_FIELD","CONTACT_SOURCE_LABELS","pluginDocsHelp","CrmRecordAttributionZone","useHasCrmRecordAttribution","CardDisplay","Chip","Stack","Typography","useCrmOrgMount","leadSourceLabel","source","import","form","startsWith","slice","length","leadSources","lead","sources","Array","isArray","map","String","leadTimeLabel","value","Number","isFinite","Date","toLocaleString","asDate","toDate","Fact","props","spacing","variant","color","label","component","children","LeadHistoryCard","hostId","leadId","hasAttribution","mount","capturedBy","count","header","help","anchor","contentGutterX","contentGutterY","direction","xs","md","id","siteName","join","useFlexGap","sx","flexWrap","rowGap","size","recordKind","recordId","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,sBAAsB,EAAEC,qBAAqB,EAAEC,cAAc,QAAQ,eAAc;AAC5F,4EAA4E;AAC5E,4EAA4E;AAC5E,4EAA4E;AAC5E,kBAAkB;AAClB,SACEC,wBAAwB,EACxBC,0BAA0B,QACrB,4BAAwB;AAC/B,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACvD,SAASC,cAAc,QAAQ,gCAA4B;AAE3D;;;;;;;CAOC,GACD,OAAO,SAASC,gBAAgBC,MAAc;IAC5C,IAAIA,WAAW,UAAU,OAAO;IAChC,IAAIA,WAAW,WAAW,OAAO;IACjC,IAAIA,WAAW,UAAU,OAAOV,sBAAsBW,MAAM;IAC5D,IAAID,WAAW,QAAQ,OAAOV,sBAAsBY,IAAI;IACxD,0DAA0D;IAC1D,IAAIF,WAAW,UAAU,OAAO;IAChC,IAAIA,WAAW,OAAO,OAAO;IAC7B,IAAIA,OAAOG,UAAU,CAAC,UAAU,OAAO,CAAC,KAAK,EAAEH,OAAOI,KAAK,CAAC,QAAQC,MAAM,GAAG;IAC7E,OAAOL;AACT;AAEA,kFAAkF,GAClF,OAAO,SAASM,YAAYC,IAA6B;IACvD,MAAMC,UAAUD,IAAI,CAAC,UAAU;IAC/B,IAAIE,MAAMC,OAAO,CAACF,YAAYA,QAAQH,MAAM,EAAE;QAC5C,OAAOG,QAAQG,GAAG,CAAC,CAACX,SAAWY,OAAOZ;IACxC;IACA,OAAO,OAAOO,IAAI,CAAC,SAAS,KAAK,YAAYA,IAAI,CAAC,SAAS,GAAG;QAACA,IAAI,CAAC,SAAS;KAAC,GAAG,EAAE;AACrF;AAEA,4EAA4E,GAC5E,OAAO,SAASM,cAAcC,KAAc;QAI3B;IAHf,IAAI,OAAOA,UAAU,YAAYC,OAAOC,QAAQ,CAACF,QAAQ;QACvD,OAAO,IAAIG,KAAKH,OAAOI,cAAc;IACvC;IACA,MAAMC,SAAUL,0BAAD,gBAAA,AAACA,MAAsDM,MAAM,qBAA7D,mBAACN;IAChB,OAAOK,SAASA,OAAOD,cAAc,KAAK;AAC5C;AAEA,SAASG,KAAKC,KAAmD;IAC/D,qBACE,MAAC1B;QAAM2B,SAAS;;0BACd,KAAC1B;gBAAW2B,SAAQ;gBAAUC,OAAM;0BACjCH,MAAMI,KAAK;;0BAEd,KAAC7B;gBAAW2B,SAAQ;gBAAQG,WAAU;0BACnCL,MAAMM,QAAQ;;;;AAIvB;AAeA;;;;;;;;CAQC,GACD,OAAO,SAASC,gBAAgBP,KAA2B;QAWpCf,uBAWIA,qBAGAA;IAxBzB,MAAM,EAAEuB,MAAM,EAAEC,MAAM,EAAExB,IAAI,EAAE,GAAGe;IACjC,wEAAwE;IACxE,2BAA2B;IAC3B,MAAMU,iBAAiBvC;IACvB,wEAAwE;IACxE,wEAAwE;IACxE,yBAAyB;IACzB,MAAMwC,QAAQnC;IACd,MAAMU,UAAUF,YAAYC;IAC5B,MAAM2B,aAAa3B,IAAI,CAAClB,uBAAuB;IAC/C,MAAM8C,QAAQpB,QAAOR,wBAAAA,IAAI,CAAC,kBAAkB,YAAvBA,wBAA2B,MAAOC,CAAAA,QAAQH,MAAM,GAAG,IAAI,CAAA;IAC5E,qBACE,KAACX;QACC0C,QAAQ;QACRC,MAAM9C,eAAe,YAAY;YAAE+C,QAAQ;QAAoB;QAC/DC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC5C;YAAM2B,SAAS;;8BACd,MAAC3B;oBAAM6C,WAAW;wBAAEC,IAAI;wBAAUC,IAAI;oBAAM;oBAAGpB,SAAS;;sCACtD,KAACF;4BAAKK,OAAM;sCACTb,eAAcN,sBAAAA,IAAI,CAAC,gBAAgB,YAArBA,sBAAyBA,IAAI,CAAC,YAAY;;sCAE3D,KAACc;4BAAKK,OAAM;sCACTb,eAAcN,qBAAAA,IAAI,CAAC,eAAe,YAApBA,qBAAwBA,IAAI,CAAC,YAAY;;sCAE1D,KAACc;4BAAKK,OAAM;sCAAYS,QAAQvB,OAAOuB,SAAS;;sCAChD,KAACd;4BAAKK,OAAM;sCACTjB,MAAMC,OAAO,CAACwB,eAAeA,WAAW7B,MAAM,GAC3C6B,WACGvB,GAAG,CAAC,CAACiC;;+CAAOX,yBAAAA,MAAOY,QAAQ,CAACjC,OAAOgC,uBAAQhC,OAAOgC;+BAClDE,IAAI,CAAC,QACPhB,iBAAAA,SAAU;;;;8BAGnB,KAACT;oBAAKK,OAAM;8BACTlB,QAAQH,MAAM,iBACb,KAACT;wBAAMmD,UAAU;wBAACN,WAAU;wBAAMlB,SAAS;wBAAKyB,IAAI;4BAAEC,UAAU;4BAAQC,QAAQ;wBAAI;kCACjF1C,QAAQG,GAAG,CAAC,CAACX,uBACZ,KAACL;gCAAkBwD,MAAK;gCAAQ3B,SAAQ;gCAAWE,OAAO3B,gBAAgBC;+BAA/DA;yBAIf;;gBAGHgC,kBAAkBF,uBACjB,MAAClC;oBAAM2B,SAAS;;sCACd,KAAC1B;4BAAW2B,SAAQ;4BAAUC,OAAM;sCACjC;;sCAEH,KAACjC;4BACCsC,QAAQA;4BACRsB,YAAW;4BACXC,UAAUtB;;sCAMZ,KAAClC;4BAAW2B,SAAQ;4BAAUC,OAAM;sCACjC;;;qBAGH;;;;AAIZ;AACAI,gBAAgByB,WAAW,GAAG;AAE9B,eAAezB,gBAAe"}

package/src/lib/components/lead-properties-card.d.ts

@@ -7,6 +7,16 @@ import type { OrgMemberOptions } from '../hooks/use-org-member-options';
  * sentence shape the overflow's items carry, so the two read as one state.
  */
 export declare const CONVERT_PENDING_ERASURE_REASON = "An erasure is pending for this person";
+/**
+ * The help on a lead's header card — one card, so the page's loading and
+ * not-found branches carry the same link as the loaded one.
+ */
+export declare const LEAD_PAGE_HELP: {
+    title: string;
+    excerpt: import("react").ReactNode;
+    excerptText: string;
+    href: string;
+};
 export interface LeadPropertiesCardProps {
     /**
      * The site this lead is acted on as — the mounted one, or at the

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

@@ -83,6 +83,12 @@ const NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX;
         ]
     });
 }
+/**
+ * The help on a lead's header card — one card, so the page's loading and
+ * not-found branches carry the same link as the loaded one.
+ */ export const LEAD_PAGE_HELP = Aglyn.pluginDocsHelp('crmLeads', {
+    anchor: '#a-leads-page'
+});
 /**
  * What the team knows and decides about a lead: status, owner, notes, and
  * the identity and consent the capture recorded (AGL-2608).
@@ -314,9 +320,7 @@ const NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX;
                 // The name is the heading; the address is the one line under it,
                 // unless the address IS the name, in which case there is no second fact.
                 subtitle: lead['name'] ? String((_lead_email = lead['email']) != null ? _lead_email : '') : undefined,
-                help: Aglyn.pluginDocsHelp('crmLeads', {
-                    anchor: '#working-a-lead-from-the-row'
-                }),
+                help: LEAD_PAGE_HELP,
                 backHref: routes.section('leads'),
                 backLabel: "Back to leads",
                 // The booking door (AGL-2660), while the lead is still the record
@@ -545,7 +549,7 @@ const NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX;
             /*#__PURE__*/ _jsx(CardDisplay, {
                 header: 'Details',
                 help: Aglyn.pluginDocsHelp('crmLeads', {
-                    anchor: '#a-leads-page'
+                    anchor: '#lead-details'
                 }),
                 contentGutterX: true,
                 contentGutterY: true,

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 { 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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+{"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\n/**\n * The help on a lead's header card — one card, so the page's loading and\n * not-found branches carry the same link as the loaded one.\n */\nexport const LEAD_PAGE_HELP = Aglyn.pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })\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={LEAD_PAGE_HELP}\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 ? 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Absent,\n            not an empty box, while the org defines none.\n          */}\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'More fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={converted || saving}\n                />\n              ))}\n            </>\n          ) : null}\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={notes}\n            onChange={(event) => {\n              setNotes(event.target.value)\n              setNotesDirty(true)\n            }}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: NOTES_MAX } 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package/src/lib/components/linked-deals-card.js

@@ -93,7 +93,7 @@ import { DealEditDrawer } from "./deal-edit-drawer.js";
             /*#__PURE__*/ _jsx(CardDisplay, {
                 header: 'Deals',
                 help: pluginDocsHelp('deals', {
-                    anchor: '#a-deals-page'
+                    anchor: '#deals-on-a-record'
                 }),
                 HeaderProps: {
                     action: /*#__PURE__*/ _jsx(Button, {

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/linked-deals-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { dealContactRolesOf, dealStageById, pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiPlus } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { Button, Chip, Stack, Typography } from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport { type CrmOrgDoc, useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmFoldsScope } from '../hooks/use-crm-list-query'\nimport { useContactRoleDeals, useLinkedDeals } from '../hooks/use-deals'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  type DealDoc,\n  DEAL_STATUS_LABELS,\n  formatMoney,\n} from '../model/deal-board-model'\nimport type { DealFormValues } from '../model/deal-form-model'\nimport { DealEditDrawer } from './deal-edit-drawer'\n\nexport interface LinkedDealsCardProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The CRM surface's own path, for links into deals. */\n  basePath: string\n  /** Which record this card sits on. */\n  link: { contactId: string; contactName?: string } | { companyId: string; companyName?: string }\n}\n\n/**\n * The deals that name one record, on that record's page (AGL-2598).\n *\n * One bounded listener over the indexed link — `(visibleTo, contactId |\n * companyId, updatedAt DESC)` — and a \"New deal\" that opens the shared\n * drawer with this record already chosen, so a deal started from a person's\n * page is linked to them without anybody searching for them again. The\n * contact card and the company card are this component with the link\n * named; the two exports below exist so the pages that host them import\n * one name each.\n *\n * On a contact's page the card also lists the deals the person is on in\n * any other role (AGL-3521) — a second listener, `useContactRoleDeals`,\n * merged by id — and names the part they play on each.\n */\nexport function LinkedDealsCard(props: LinkedDealsCardProps) {\n  const { hostId, org, basePath, link } = props\n  const routes = crmRoutes(basePath)\n  const scope = useCrmScope({ hostId, org })\n  const pipelineState = usePipeline(scope.orgId, {\n    hostId,\n    org: (org ?? null) as Record<string, unknown> | null,\n  })\n  const { data: linked, status } = useLinkedDeals(\n    scope.orgId,\n    scope.visibleTo,\n    'contactId' in link ? { contactId: link.contactId } : { companyId: link.companyId },\n  )\n  const contactId = 'contactId' in link ? link.contactId : null\n  const foldsScope = useCrmFoldsScope(scope.orgId, scope.visibleTo)\n  const { data: roleDeals } = useContactRoleDeals(scope.orgId, scope.visibleTo, foldsScope, contactId)\n  // The two answers as one list, newest first; a deal in both is listed once.\n  const deals = useMemo(() => {\n    const byId = new Map<string, DealDoc>()\n    for (const deal of [...(linked ?? []), ...(roleDeals ?? [])]) byId.set(deal.$id, deal)\n    return [...byId.values()].sort((a, b) => updatedMs(b) - updatedMs(a))\n  }, [linked, roleDeals])\n  const [creating, setCreating] = useState(false)\n  const defaults = useMemo<Partial<DealFormValues>>(\n    () =>\n      'contactId' in link\n        ? { contactId: link.contactId, contactName: link.contactName ?? '' }\n        : { companyId: link.companyId, companyName: link.companyName ?? '' },\n    [link],\n  )\n\n  return (\n    <>\n      <CardDisplay\n        header={'Deals'}\n        help={pluginDocsHelp('deals', { anchor: '#a-deals-page' })}\n        HeaderProps={{\n          action: (\n            <Button\n              size=\"small\"\n              startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n              disabled={!pipelineState.pipeline || !scope.orgId}\n              onClick={() => setCreating(true)}\n            >\n              {'New deal'}\n            </Button>\n          ),\n        }}\n        contentGutterX\n        contentGutterY\n      >\n        {status === 'success' && deals.length === 0 ? (\n          <EmptyStateComponent\n            compact\n            label={'No deals yet'}\n            description={'A deal started here is linked to this record from the first save.'}\n            action={\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                disabled={!pipelineState.pipeline || !scope.orgId}\n                onClick={() => setCreating(true)}\n              >\n                {'New deal'}\n              </Button>\n            }\n          />\n        ) : (\n          <Stack spacing={1}>\n            {deals.map((deal) => {\n              const stage = dealStageById(\n                pipelineState.pipelineById(deal.pipelineId),\n                deal.stageId,\n              )\n              return (\n                <Stack\n                  useFlexGap\n                  key={deal.$id}\n                  direction=\"row\"\n                  spacing={1}\n                  sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n                >\n                  <Typography variant=\"body2\" sx={{ flex: 1, minWidth: 160 }} noWrap>\n                    <AppLink href={routes.deal(deal.$id)}>{deal.title || 'Untitled deal'}</AppLink>\n                  </Typography>\n                  {contactId ? <ContactRoleChip deal={deal} contactId={contactId} /> : null}\n                  <Chip\n                    size=\"small\"\n                    variant=\"outlined\"\n                    label={\n                      deal.status === 'open'\n                        ? (stage?.name ?? deal.stageId)\n                        : DEAL_STATUS_LABELS[deal.status]\n                    }\n                    color={deal.status === 'won' ? 'success' : 'default'}\n                  />\n                  <Typography variant=\"body2\" sx={{ minWidth: 90, textAlign: 'right' }}>\n                    {typeof deal.amountCents === 'number'\n                      ? formatMoney(deal.amountCents, deal.currency)\n                      : '—'}\n                  </Typography>\n                </Stack>\n              )\n            })}\n          </Stack>\n        )}\n      </CardDisplay>\n      <DealEditDrawer\n        open={creating}\n        onClose={() => setCreating(false)}\n        hostId={hostId}\n        org={org}\n        defaults={defaults}\n        pipelines={pipelineState.activePipelines}\n        defaultPipeline={pipelineState.pipeline}\n      />\n    </>\n  )\n}\nLinkedDealsCard.displayName = 'LinkedDealsCard'\n\n/** When a deal was last written, for the merged list's order. */\nfunction updatedMs(deal: DealDoc): number {\n  const value = (deal as { updatedAt?: unknown }).updatedAt\n  if (value instanceof Date) return value.getTime()\n  const stamp = value as { toMillis?: () => number } | null | undefined\n  return typeof stamp?.toMillis === 'function' ? stamp.toMillis() : 0\n}\n\n/** The part this contact plays on a deal — its role, and Primary when they are. */\nfunction ContactRoleChip(props: { deal: DealDoc; contactId: string }) {\n  const row = dealContactRolesOf(props.deal).find((entry) => entry.contactId === props.contactId)\n  if (!row) return null\n  const label = [row.role, row.primary ? 'Primary' : null].filter(Boolean).join(' · ')\n  return label ? <Chip size=\"small\" label={label} /> : null\n}\n\nexport default LinkedDealsCard\n"],"names":["dealContactRolesOf","dealStageById","pluginDocsHelp","mdiPlus","AppLink","CardDisplay","MdiIcon","EmptyStateComponent","Button","Chip","Stack","Typography","useMemo","useState","useCrmScope","useCrmFoldsScope","useContactRoleDeals","useLinkedDeals","usePipeline","crmRoutes","DEAL_STATUS_LABELS","formatMoney","DealEditDrawer","LinkedDealsCard","props","hostId","org","basePath","link","routes","scope","pipelineState","orgId","data","linked","status","visibleTo","contactId","companyId","foldsScope","roleDeals","deals","byId","Map","deal","set","$id","values","sort","a","b","updatedMs","creating","setCreating","defaults","contactName","companyName","header","help","anchor","HeaderProps","action","size","startIcon","path","disabled","pipeline","onClick","contentGutterX","contentGutterY","length","compact","label","description","variant","spacing","map","stage","pipelineById","pipelineId","stageId","useFlexGap","direction","sx","alignItems","flexWrap","rowGap","flex","minWidth","noWrap","href","title","ContactRoleChip","name","color","textAlign","amountCents","currency","open","onClose","pipelines","activePipelines","defaultPipeline","displayName","value","updatedAt","Date","getTime","stamp","toMillis","row","find","entry","role","primary","filter","Boolean","join"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,kBAAkB,EAAEC,aAAa,EAAEC,cAAc,QAAQ,eAAc;AAChF,SAASC,OAAO,QAAQ,yBAAwB;AAChD,SAASC,OAAO,EAAEC,WAAW,EAAEC,OAAO,QAAQ,uBAAsB;AACpE,OAAOC,yBAAyB,wDAAuD;AACvF,SAASC,MAAM,EAAEC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAC/D,SAASC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACzC,SAAyBC,WAAW,QAAQ,4BAAwB;AACpE,SAASC,gBAAgB,QAAQ,iCAA6B;AAC9D,SAASC,mBAAmB,EAAEC,cAAc,QAAQ,wBAAoB;AACxE,SAASC,WAAW,QAAQ,2BAAuB;AACnD,SAASC,SAAS,QAAQ,yBAAqB;AAC/C,SAEEC,kBAAkB,EAClBC,WAAW,QACN,+BAA2B;AAElC,SAASC,cAAc,QAAQ,wBAAoB;AAYnD;;;;;;;;;;;;;;CAcC,GACD,OAAO,SAASC,gBAAgBC,KAA2B;IACzD,MAAM,EAAEC,MAAM,EAAEC,GAAG,EAAEC,QAAQ,EAAEC,IAAI,EAAE,GAAGJ;IACxC,MAAMK,SAASV,UAAUQ;IACzB,MAAMG,QAAQhB,YAAY;QAAEW;QAAQC;IAAI;IACxC,MAAMK,gBAAgBb,YAAYY,MAAME,KAAK,EAAE;QAC7CP;QACAC,GAAG,EAAGA,cAAAA,MAAO;IACf;IACA,MAAM,EAAEO,MAAMC,MAAM,EAAEC,MAAM,EAAE,GAAGlB,eAC/Ba,MAAME,KAAK,EACXF,MAAMM,SAAS,EACf,eAAeR,OAAO;QAAES,WAAWT,KAAKS,SAAS;IAAC,IAAI;QAAEC,WAAWV,KAAKU,SAAS;IAAC;IAEpF,MAAMD,YAAY,eAAeT,OAAOA,KAAKS,SAAS,GAAG;IACzD,MAAME,aAAaxB,iBAAiBe,MAAME,KAAK,EAAEF,MAAMM,SAAS;IAChE,MAAM,EAAEH,MAAMO,SAAS,EAAE,GAAGxB,oBAAoBc,MAAME,KAAK,EAAEF,MAAMM,SAAS,EAAEG,YAAYF;IAC1F,4EAA4E;IAC5E,MAAMI,QAAQ7B,QAAQ;QACpB,MAAM8B,OAAO,IAAIC;QACjB,KAAK,MAAMC,QAAQ;eAAKV,iBAAAA,SAAU,EAAE;eAAOM,oBAAAA,YAAa,EAAE;SAAE,CAAEE,KAAKG,GAAG,CAACD,KAAKE,GAAG,EAAEF;QACjF,OAAO;eAAIF,KAAKK,MAAM;SAAG,CAACC,IAAI,CAAC,CAACC,GAAGC,IAAMC,UAAUD,KAAKC,UAAUF;IACpE,GAAG;QAACf;QAAQM;KAAU;IACtB,MAAM,CAACY,UAAUC,YAAY,GAAGxC,SAAS;IACzC,MAAMyC,WAAW1C,QACf;YAEgDgB,mBACAA;eAF9C,eAAeA,OACX;YAAES,WAAWT,KAAKS,SAAS;YAAEkB,WAAW,GAAE3B,oBAAAA,KAAK2B,WAAW,YAAhB3B,oBAAoB;QAAG,IACjE;YAAEU,WAAWV,KAAKU,SAAS;YAAEkB,WAAW,GAAE5B,oBAAAA,KAAK4B,WAAW,YAAhB5B,oBAAoB;QAAG;OACvE;QAACA;KAAK;IAGR,qBACE;;0BACE,KAACvB;gBACCoD,QAAQ;gBACRC,MAAMxD,eAAe,SAAS;oBAAEyD,QAAQ;gBAAgB;gBACxDC,aAAa;oBACXC,sBACE,KAACrD;wBACCsD,MAAK;wBACLC,yBAAW,KAACzD;4BAAQ0D,MAAM7D,QAAQ6D,IAAI;4BAAEF,MAAM;;wBAC9CG,UAAU,CAAClC,cAAcmC,QAAQ,IAAI,CAACpC,MAAME,KAAK;wBACjDmC,SAAS,IAAMd,YAAY;kCAE1B;;gBAGP;gBACAe,cAAc;gBACdC,cAAc;0BAEblC,WAAW,aAAaM,MAAM6B,MAAM,KAAK,kBACxC,KAAC/D;oBACCgE,OAAO;oBACPC,OAAO;oBACPC,aAAa;oBACbZ,sBACE,KAACrD;wBACCsD,MAAK;wBACLY,SAAQ;wBACRX,yBAAW,KAACzD;4BAAQ0D,MAAM7D,QAAQ6D,IAAI;4BAAEF,MAAM;;wBAC9CG,UAAU,CAAClC,cAAcmC,QAAQ,IAAI,CAACpC,MAAME,KAAK;wBACjDmC,SAAS,IAAMd,YAAY;kCAE1B;;mCAKP,KAAC3C;oBAAMiE,SAAS;8BACblC,MAAMmC,GAAG,CAAC,CAAChC;;wBACV,MAAMiC,QAAQ5E,cACZ8B,cAAc+C,YAAY,CAAClC,KAAKmC,UAAU,GAC1CnC,KAAKoC,OAAO;wBAEd,qBACE,MAACtE;4BACCuE,UAAU;4BAEVC,WAAU;4BACVP,SAAS;4BACTQ,IAAI;gCAAEC,YAAY;gCAAUC,UAAU;gCAAQC,QAAQ;4BAAI;;8CAE1D,KAAC3E;oCAAW+D,SAAQ;oCAAQS,IAAI;wCAAEI,MAAM;wCAAGC,UAAU;oCAAI;oCAAGC,MAAM;8CAChE,cAAA,KAACrF;wCAAQsF,MAAM7D,OAAOe,IAAI,CAACA,KAAKE,GAAG;kDAAIF,KAAK+C,KAAK,IAAI;;;gCAEtDtD,0BAAY,KAACuD;oCAAgBhD,MAAMA;oCAAMP,WAAWA;qCAAgB;8CACrE,KAAC5B;oCACCqD,MAAK;oCACLY,SAAQ;oCACRF,OACE5B,KAAKT,MAAM,KAAK,iBACX0C,yBAAAA,MAAOgB,IAAI,mBAAIjD,KAAKoC,OAAO,GAC5B5D,kBAAkB,CAACwB,KAAKT,MAAM,CAAC;oCAErC2D,OAAOlD,KAAKT,MAAM,KAAK,QAAQ,YAAY;;8CAE7C,KAACxB;oCAAW+D,SAAQ;oCAAQS,IAAI;wCAAEK,UAAU;wCAAIO,WAAW;oCAAQ;8CAChE,OAAOnD,KAAKoD,WAAW,KAAK,WACzB3E,YAAYuB,KAAKoD,WAAW,EAAEpD,KAAKqD,QAAQ,IAC3C;;;2BAtBDrD,KAAKE,GAAG;oBA0BnB;;;0BAIN,KAACxB;gBACC4E,MAAM9C;gBACN+C,SAAS,IAAM9C,YAAY;gBAC3B5B,QAAQA;gBACRC,KAAKA;gBACL4B,UAAUA;gBACV8C,WAAWrE,cAAcsE,eAAe;gBACxCC,iBAAiBvE,cAAcmC,QAAQ;;;;AAI/C;AACA3C,gBAAgBgF,WAAW,GAAG;AAE9B,+DAA+D,GAC/D,SAASpD,UAAUP,IAAa;IAC9B,MAAM4D,QAAQ,AAAC5D,KAAiC6D,SAAS;IACzD,IAAID,iBAAiBE,MAAM,OAAOF,MAAMG,OAAO;IAC/C,MAAMC,QAAQJ;IACd,OAAO,QAAOI,yBAAAA,MAAOC,QAAQ,MAAK,aAAaD,MAAMC,QAAQ,KAAK;AACpE;AAEA,iFAAiF,GACjF,SAASjB,gBAAgBpE,KAA2C;IAClE,MAAMsF,MAAM9G,mBAAmBwB,MAAMoB,IAAI,EAAEmE,IAAI,CAAC,CAACC,QAAUA,MAAM3E,SAAS,KAAKb,MAAMa,SAAS;IAC9F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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/linked-deals-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { dealContactRolesOf, dealStageById, pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiPlus } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { Button, Chip, Stack, Typography } from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport { type CrmOrgDoc, useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmFoldsScope } from '../hooks/use-crm-list-query'\nimport { useContactRoleDeals, useLinkedDeals } from '../hooks/use-deals'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  type DealDoc,\n  DEAL_STATUS_LABELS,\n  formatMoney,\n} from '../model/deal-board-model'\nimport type { DealFormValues } from '../model/deal-form-model'\nimport { DealEditDrawer } from './deal-edit-drawer'\n\nexport interface LinkedDealsCardProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The CRM surface's own path, for links into deals. */\n  basePath: string\n  /** Which record this card sits on. */\n  link: { contactId: string; contactName?: string } | { companyId: string; companyName?: string }\n}\n\n/**\n * The deals that name one record, on that record's page (AGL-2598).\n *\n * One bounded listener over the indexed link — `(visibleTo, contactId |\n * companyId, updatedAt DESC)` — and a \"New deal\" that opens the shared\n * drawer with this record already chosen, so a deal started from a person's\n * page is linked to them without anybody searching for them again. The\n * contact card and the company card are this component with the link\n * named; the two exports below exist so the pages that host them import\n * one name each.\n *\n * On a contact's page the card also lists the deals the person is on in\n * any other role (AGL-3521) — a second listener, `useContactRoleDeals`,\n * merged by id — and names the part they play on each.\n */\nexport function LinkedDealsCard(props: LinkedDealsCardProps) {\n  const { hostId, org, basePath, link } = props\n  const routes = crmRoutes(basePath)\n  const scope = useCrmScope({ hostId, org })\n  const pipelineState = usePipeline(scope.orgId, {\n    hostId,\n    org: (org ?? null) as Record<string, unknown> | null,\n  })\n  const { data: linked, status } = useLinkedDeals(\n    scope.orgId,\n    scope.visibleTo,\n    'contactId' in link ? { contactId: link.contactId } : { companyId: link.companyId },\n  )\n  const contactId = 'contactId' in link ? link.contactId : null\n  const foldsScope = useCrmFoldsScope(scope.orgId, scope.visibleTo)\n  const { data: roleDeals } = useContactRoleDeals(scope.orgId, scope.visibleTo, foldsScope, contactId)\n  // The two answers as one list, newest first; a deal in both is listed once.\n  const deals = useMemo(() => {\n    const byId = new Map<string, DealDoc>()\n    for (const deal of [...(linked ?? []), ...(roleDeals ?? [])]) byId.set(deal.$id, deal)\n    return [...byId.values()].sort((a, b) => updatedMs(b) - updatedMs(a))\n  }, [linked, roleDeals])\n  const [creating, setCreating] = useState(false)\n  const defaults = useMemo<Partial<DealFormValues>>(\n    () =>\n      'contactId' in link\n        ? { contactId: link.contactId, contactName: link.contactName ?? '' }\n        : { companyId: link.companyId, companyName: link.companyName ?? '' },\n    [link],\n  )\n\n  return (\n    <>\n      <CardDisplay\n        header={'Deals'}\n        help={pluginDocsHelp('deals', { anchor: '#deals-on-a-record' })}\n        HeaderProps={{\n          action: (\n            <Button\n              size=\"small\"\n              startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n              disabled={!pipelineState.pipeline || !scope.orgId}\n              onClick={() => setCreating(true)}\n            >\n              {'New deal'}\n            </Button>\n          ),\n        }}\n        contentGutterX\n        contentGutterY\n      >\n        {status === 'success' && deals.length === 0 ? (\n          <EmptyStateComponent\n            compact\n            label={'No deals yet'}\n            description={'A deal started here is linked to this record from the first save.'}\n            action={\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                disabled={!pipelineState.pipeline || !scope.orgId}\n                onClick={() => setCreating(true)}\n              >\n                {'New deal'}\n              </Button>\n            }\n          />\n        ) : (\n          <Stack spacing={1}>\n            {deals.map((deal) => {\n              const stage = dealStageById(\n                pipelineState.pipelineById(deal.pipelineId),\n                deal.stageId,\n              )\n              return (\n                <Stack\n                  useFlexGap\n                  key={deal.$id}\n                  direction=\"row\"\n                  spacing={1}\n                  sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n                >\n                  <Typography variant=\"body2\" sx={{ flex: 1, minWidth: 160 }} noWrap>\n                    <AppLink href={routes.deal(deal.$id)}>{deal.title || 'Untitled deal'}</AppLink>\n                  </Typography>\n                  {contactId ? <ContactRoleChip deal={deal} contactId={contactId} /> : null}\n                  <Chip\n                    size=\"small\"\n                    variant=\"outlined\"\n                    label={\n                      deal.status === 'open'\n                        ? (stage?.name ?? deal.stageId)\n                        : DEAL_STATUS_LABELS[deal.status]\n                    }\n                    color={deal.status === 'won' ? 'success' : 'default'}\n                  />\n                  <Typography variant=\"body2\" sx={{ minWidth: 90, textAlign: 'right' }}>\n                    {typeof deal.amountCents === 'number'\n                      ? formatMoney(deal.amountCents, deal.currency)\n                      : '—'}\n                  </Typography>\n                </Stack>\n              )\n            })}\n          </Stack>\n        )}\n      </CardDisplay>\n      <DealEditDrawer\n        open={creating}\n        onClose={() => setCreating(false)}\n        hostId={hostId}\n        org={org}\n        defaults={defaults}\n        pipelines={pipelineState.activePipelines}\n        defaultPipeline={pipelineState.pipeline}\n      />\n    </>\n  )\n}\nLinkedDealsCard.displayName = 'LinkedDealsCard'\n\n/** When a deal was last written, for the merged list's order. */\nfunction updatedMs(deal: DealDoc): number {\n  const value = (deal as { updatedAt?: unknown }).updatedAt\n  if (value instanceof Date) return value.getTime()\n  const stamp = value as { toMillis?: () => number } | null | undefined\n  return typeof stamp?.toMillis === 'function' ? stamp.toMillis() : 0\n}\n\n/** The part this contact plays on a deal — its role, and Primary when they are. */\nfunction ContactRoleChip(props: { deal: DealDoc; contactId: string }) {\n  const row = dealContactRolesOf(props.deal).find((entry) => entry.contactId === props.contactId)\n  if (!row) return null\n  const label = [row.role, row.primary ? 'Primary' : null].filter(Boolean).join(' · ')\n  return label ? <Chip size=\"small\" label={label} /> : null\n}\n\nexport default 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package/src/lib/components/record-sharing-card.js

@@ -113,7 +113,9 @@ const when = (atMs)=>atMs > 0 ? new Date(atMs).toLocaleDateString() : '';
     const heldHostIds = (heldLine == null ? void 0 : heldLine.kind) === 'held' ? heldLine.hostIds : [];
     return /*#__PURE__*/ _jsxs(CardDisplay, {
         header: 'Sharing',
-        help: pluginDocsHelp('crmSharing'),
+        help: pluginDocsHelp('crmSharing', {
+            anchor: '#sharing-card'
+        }),
         contentGutterX: true,
         contentGutterY: true,
         HeaderProps: {

package/src/lib/components/record-sharing-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/record-sharing-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 { pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiClose } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser } from '@aglyn/tenant-feature-instance'\nimport { Button, Chip, IconButton, Stack, Typography } from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport { useCrmSharingRules, useCrmSharingSites } from '../hooks/use-crm-sharing'\nimport type { CrmOrgDoc } from '../hooks/use-crm-scope'\nimport {\n  CRM_SHARING_OBJECT_LABELS,\n  type CrmShareChip,\n  crmShareChipFor,\n  crmShareChipLabel,\n  type CrmSharingObject,\n  describeRecordSharing,\n  describeShareTargets,\n} from '../model/crm-sharing'\nimport { callCrmSharing } from '../model/crm-sharing-api'\nimport { crmTaskCallScope } from '../model/task-routes'\nimport { useCanManageCrmSettings } from './settings-section'\nimport { ShareRecordsDialog } from './share-records-dialog'\n\n/**\n * The chip a list row or a record header shows when this site sees the\n * record only because it was shared with it: \"Shared by Dana\".\n */\nexport function CrmShareChipView(props: {\n  chip: CrmShareChip | null\n  org: CrmOrgDoc\n}) {\n  const rules = useCrmSharingRules(props.org)\n  if (!props.chip) return null\n  return (\n    <Chip\n      size=\"small\"\n      variant=\"outlined\"\n      color=\"info\"\n      label={crmShareChipLabel(props.chip, rules)}\n      sx={{ maxWidth: 220 }}\n    />\n  )\n}\nCrmShareChipView.displayName = 'CrmShareChipView'\n\nexport interface RecordSharingCardProps {\n  object: CrmSharingObject\n  id: string\n  record: Readonly<Record<string, unknown>> | null | undefined\n  /** The mounted site, or `null` at the organization level. */\n  hostId: string | null\n  orgId: string | null\n  org: CrmOrgDoc\n  /** The viewing site's consent-group sites, for \"shared with this site\". */\n  viewingHostIds?: readonly string[]\n}\n\nconst when = (atMs: number) => (atMs > 0 ? new Date(atMs).toLocaleDateString() : '')\n\n/**\n * SHARING — where this record is visible, and why (AGL-3336).\n *\n * One line for the sites that hold it (its consent group, or the site that\n * created it), then one per hand share, naming who shared it and when, with\n * the one-click unshare, and one per sharing rule. The held line has no\n * unshare: visibility a site holds is not the sharing's to take away. A\n * rule's line is removed by editing the rule, in Settings.\n *\n * The header's \"Share with sites…\" is an org manager's, and so is the\n * unshare; every other reader sees the lines and nothing to press. For a\n * reader on a site that sees the record only through a read-only share,\n * the card says so, since the page's edits will be refused.\n */\nexport function RecordSharingCard(props: RecordSharingCardProps) {\n  const { object, id, record, hostId, orgId, org, viewingHostIds = [] } = props\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId ?? undefined)\n  const sites = useCrmSharingSites({ hostId, orgId, enabled: canManage })\n  const rules = useCrmSharingRules(org)\n  const lines = useMemo(() => describeRecordSharing(record), [record])\n  const chip = useMemo(() => crmShareChipFor(record, viewingHostIds), [record, viewingHostIds])\n  const [sharing, setSharing] = useState(false)\n  const [busyKey, setBusyKey] = useState<string | null>(null)\n  const scope = crmTaskCallScope(hostId, orgId)\n  const label = CRM_SHARING_OBJECT_LABELS[object]\n  const shared = lines.some((line) => line.kind !== 'held')\n  if (!record || (!shared && !(roleReady && canManage))) return null\n\n  const unshare = async (key: string, token: string) => {\n    if (!scope) return\n    setBusyKey(key)\n    try {\n      await callCrmSharing(user, scope, 'unshare', {\n        object,\n        ids: [id],\n        targets: token === 'org' ? 'all' : [token.slice('host:'.length)],\n      })\n      enqueueSnackbar('No longer shared', { variant: 'success', persist: false })\n    } catch (error) {\n      enqueueSnackbar((error as Error).message, { variant: 'error', allowDuplicate: true })\n    } finally {\n      setBusyKey(null)\n    }\n  }\n\n  const heldLine = lines.find((line) => line.kind === 'held')\n  const heldHostIds = heldLine?.kind === 'held' ? heldLine.hostIds : []\n  return (\n    <CardDisplay\n      header={'Sharing'}\n      help={pluginDocsHelp('crmSharing')}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action:\n          roleReady && canManage ? (\n            <Button variant=\"contained\" size=\"small\" onClick={() => setSharing(true)}>\n              {'Share with sites…'}\n            </Button>\n          ) : null,\n      }}\n    >\n      <Stack spacing={1.5}>\n        {chip ? (\n          <Typography variant=\"body2\">\n            {chip.access === 'edit'\n              ? `Shared with this site to read and edit. ${crmShareChipLabel(chip, rules)}.`\n              : `Shared with this site read-only: you can see this ${label.one} and log activity ` +\n                `and tasks on it, but not change it. ${crmShareChipLabel(chip, rules)}.`}\n          </Typography>\n        ) : null}\n        {lines.map((line) => {\n          if (line.kind === 'held') {\n            return (\n              <Typography key=\"held\" variant=\"body2\" color=\"text.secondary\">\n                {line.allSites\n                  ? 'Visible to every site in the organization.'\n                  : line.hostIds.length\n                    ? `Held by ${line.hostIds.map(sites.siteName).join(', ')} — where it was captured.`\n                    : 'Held by no site.'}\n              </Typography>\n            )\n          }\n          if (line.kind === 'manual') {\n            const target = describeShareTargets([line.token], sites.siteName)\n            return (\n              <Stack key={line.key} direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                <Typography variant=\"body2\" sx={{ flex: 1, minWidth: 0 }}>\n                  {`${target} — shared by ${line.byName || 'a manager'}${\n                    line.atMs ? ` on ${when(line.atMs)}` : ''\n                  }, ${line.access === 'edit' ? 'read and edit' : 'read-only'}`}\n                </Typography>\n                {canManage ? (\n                  <IconButton\n                    size=\"small\"\n                    disabled={busyKey !== null}\n                    onClick={() => void unshare(line.key, line.token)}\n                  >\n                    <MdiIcon path={mdiClose.path} size={0.7} />\n                    <SrOnly>{`Stop sharing with ${target}`}</SrOnly>\n                  </IconButton>\n                ) : null}\n              </Stack>\n            )\n          }\n          const rule = rules.find((entry) => entry.id === line.ruleId)\n          return (\n            <Typography key={line.key} variant=\"body2\">\n              {`${describeShareTargets(line.tokens, sites.siteName)} — by the rule ${\n                rule ? `“${rule.name}”` : 'that shares it'\n              }, ${line.access === 'edit' ? 'read and edit' : 'read-only'}`}\n            </Typography>\n          )\n        })}\n        {!shared ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Not shared with any other site. Sharing lets another site see this ${label.one}; it does not share the person's consent.`}\n          </Typography>\n        ) : null}\n      </Stack>\n      <ShareRecordsDialog\n        open={sharing}\n        onClose={() => setSharing(false)}\n        object={object}\n        ids={[id]}\n        scope={scope}\n        sites={sites.sites}\n        sitesReady={sites.ready}\n        heldHostIds={heldHostIds}\n      />\n    </CardDisplay>\n  )\n}\nRecordSharingCard.displayName = 'RecordSharingCard'\n\n/**\n * \"Share with sites…\" on a list's bulk bar (AGL-3336): the same dialog as\n * the record page, over the selection. Drawn for an org manager only.\n */\nexport function CrmBulkShareButton(props: {\n  object: CrmSharingObject\n  ids: readonly string[]\n  hostId: string | null\n  orgId: string | null\n  disabled?: boolean\n}) {\n  const { object, ids, hostId, orgId, disabled } = props\n  const { canManage, ready } = useCanManageCrmSettings(orgId ?? undefined)\n  const sites = useCrmSharingSites({ hostId, orgId, enabled: canManage })\n  const [open, setOpen] = useState(false)\n  if (!ready || !canManage) return null\n  return (\n    <>\n      <Button size=\"small\" disabled={disabled || !ids.length} onClick={() => setOpen(true)}>\n        {'Share with sites…'}\n      </Button>\n      <ShareRecordsDialog\n        open={open}\n        onClose={() => setOpen(false)}\n        object={object}\n        ids={ids}\n        scope={crmTaskCallScope(hostId, orgId)}\n        sites={sites.sites}\n        sitesReady={sites.ready}\n      />\n    </>\n  )\n}\nCrmBulkShareButton.displayName = 'CrmBulkShareButton'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/record-sharing-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 { pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiClose } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser } from '@aglyn/tenant-feature-instance'\nimport { Button, Chip, IconButton, Stack, Typography } from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport { useCrmSharingRules, useCrmSharingSites } from '../hooks/use-crm-sharing'\nimport type { CrmOrgDoc } from '../hooks/use-crm-scope'\nimport {\n  CRM_SHARING_OBJECT_LABELS,\n  type CrmShareChip,\n  crmShareChipFor,\n  crmShareChipLabel,\n  type CrmSharingObject,\n  describeRecordSharing,\n  describeShareTargets,\n} from '../model/crm-sharing'\nimport { callCrmSharing } from '../model/crm-sharing-api'\nimport { crmTaskCallScope } from '../model/task-routes'\nimport { useCanManageCrmSettings } from './settings-section'\nimport { ShareRecordsDialog } from './share-records-dialog'\n\n/**\n * The chip a list row or a record header shows when this site sees the\n * record only because it was shared with it: \"Shared by Dana\".\n */\nexport function CrmShareChipView(props: {\n  chip: CrmShareChip | null\n  org: CrmOrgDoc\n}) {\n  const rules = useCrmSharingRules(props.org)\n  if (!props.chip) return null\n  return (\n    <Chip\n      size=\"small\"\n      variant=\"outlined\"\n      color=\"info\"\n      label={crmShareChipLabel(props.chip, rules)}\n      sx={{ maxWidth: 220 }}\n    />\n  )\n}\nCrmShareChipView.displayName = 'CrmShareChipView'\n\nexport interface RecordSharingCardProps {\n  object: CrmSharingObject\n  id: string\n  record: Readonly<Record<string, unknown>> | null | undefined\n  /** The mounted site, or `null` at the organization level. */\n  hostId: string | null\n  orgId: string | null\n  org: CrmOrgDoc\n  /** The viewing site's consent-group sites, for \"shared with this site\". */\n  viewingHostIds?: readonly string[]\n}\n\nconst when = (atMs: number) => (atMs > 0 ? new Date(atMs).toLocaleDateString() : '')\n\n/**\n * SHARING — where this record is visible, and why (AGL-3336).\n *\n * One line for the sites that hold it (its consent group, or the site that\n * created it), then one per hand share, naming who shared it and when, with\n * the one-click unshare, and one per sharing rule. The held line has no\n * unshare: visibility a site holds is not the sharing's to take away. A\n * rule's line is removed by editing the rule, in Settings.\n *\n * The header's \"Share with sites…\" is an org manager's, and so is the\n * unshare; every other reader sees the lines and nothing to press. For a\n * reader on a site that sees the record only through a read-only share,\n * the card says so, since the page's edits will be refused.\n */\nexport function RecordSharingCard(props: RecordSharingCardProps) {\n  const { object, id, record, hostId, orgId, org, viewingHostIds = [] } = props\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId ?? undefined)\n  const sites = useCrmSharingSites({ hostId, orgId, enabled: canManage })\n  const rules = useCrmSharingRules(org)\n  const lines = useMemo(() => describeRecordSharing(record), [record])\n  const chip = useMemo(() => crmShareChipFor(record, viewingHostIds), [record, viewingHostIds])\n  const [sharing, setSharing] = useState(false)\n  const [busyKey, setBusyKey] = useState<string | null>(null)\n  const scope = crmTaskCallScope(hostId, orgId)\n  const label = CRM_SHARING_OBJECT_LABELS[object]\n  const shared = lines.some((line) => line.kind !== 'held')\n  if (!record || (!shared && !(roleReady && canManage))) return null\n\n  const unshare = async (key: string, token: string) => {\n    if (!scope) return\n    setBusyKey(key)\n    try {\n      await callCrmSharing(user, scope, 'unshare', {\n        object,\n        ids: [id],\n        targets: token === 'org' ? 'all' : [token.slice('host:'.length)],\n      })\n      enqueueSnackbar('No longer shared', { variant: 'success', persist: false })\n    } catch (error) {\n      enqueueSnackbar((error as Error).message, { variant: 'error', allowDuplicate: true })\n    } finally {\n      setBusyKey(null)\n    }\n  }\n\n  const heldLine = lines.find((line) => line.kind === 'held')\n  const heldHostIds = heldLine?.kind === 'held' ? heldLine.hostIds : []\n  return (\n    <CardDisplay\n      header={'Sharing'}\n      help={pluginDocsHelp('crmSharing', { anchor: '#sharing-card' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action:\n          roleReady && canManage ? (\n            <Button variant=\"contained\" size=\"small\" onClick={() => setSharing(true)}>\n              {'Share with sites…'}\n            </Button>\n          ) : null,\n      }}\n    >\n      <Stack spacing={1.5}>\n        {chip ? (\n          <Typography variant=\"body2\">\n            {chip.access === 'edit'\n              ? `Shared with this site to read and edit. ${crmShareChipLabel(chip, rules)}.`\n              : `Shared with this site read-only: you can see this ${label.one} and log activity ` +\n                `and tasks on it, but not change it. ${crmShareChipLabel(chip, rules)}.`}\n          </Typography>\n        ) : null}\n        {lines.map((line) => {\n          if (line.kind === 'held') {\n            return (\n              <Typography key=\"held\" variant=\"body2\" color=\"text.secondary\">\n                {line.allSites\n                  ? 'Visible to every site in the organization.'\n                  : line.hostIds.length\n                    ? `Held by ${line.hostIds.map(sites.siteName).join(', ')} — where it was captured.`\n                    : 'Held by no site.'}\n              </Typography>\n            )\n          }\n          if (line.kind === 'manual') {\n            const target = describeShareTargets([line.token], sites.siteName)\n            return (\n              <Stack key={line.key} direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                <Typography variant=\"body2\" sx={{ flex: 1, minWidth: 0 }}>\n                  {`${target} — shared by ${line.byName || 'a manager'}${\n                    line.atMs ? ` on ${when(line.atMs)}` : ''\n                  }, ${line.access === 'edit' ? 'read and edit' : 'read-only'}`}\n                </Typography>\n                {canManage ? (\n                  <IconButton\n                    size=\"small\"\n                    disabled={busyKey !== null}\n                    onClick={() => void unshare(line.key, line.token)}\n                  >\n                    <MdiIcon path={mdiClose.path} size={0.7} />\n                    <SrOnly>{`Stop sharing with ${target}`}</SrOnly>\n                  </IconButton>\n                ) : null}\n              </Stack>\n            )\n          }\n          const rule = rules.find((entry) => entry.id === line.ruleId)\n          return (\n            <Typography key={line.key} variant=\"body2\">\n              {`${describeShareTargets(line.tokens, sites.siteName)} — by the rule ${\n                rule ? `“${rule.name}”` : 'that shares it'\n              }, ${line.access === 'edit' ? 'read and edit' : 'read-only'}`}\n            </Typography>\n          )\n        })}\n        {!shared ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`Not shared with any other site. Sharing lets another site see this ${label.one}; it does not share the person's consent.`}\n          </Typography>\n        ) : null}\n      </Stack>\n      <ShareRecordsDialog\n        open={sharing}\n        onClose={() => setSharing(false)}\n        object={object}\n        ids={[id]}\n        scope={scope}\n        sites={sites.sites}\n        sitesReady={sites.ready}\n        heldHostIds={heldHostIds}\n      />\n    </CardDisplay>\n  )\n}\nRecordSharingCard.displayName = 'RecordSharingCard'\n\n/**\n * \"Share with sites…\" on a list's bulk bar (AGL-3336): the same dialog as\n * the record page, over the selection. Drawn for an org manager only.\n */\nexport function CrmBulkShareButton(props: {\n  object: CrmSharingObject\n  ids: readonly string[]\n  hostId: string | null\n  orgId: string | null\n  disabled?: boolean\n}) {\n  const { object, ids, hostId, orgId, disabled } = props\n  const { canManage, ready } = useCanManageCrmSettings(orgId ?? undefined)\n  const sites = useCrmSharingSites({ hostId, orgId, enabled: canManage })\n  const [open, setOpen] = useState(false)\n  if (!ready || !canManage) return null\n  return (\n    <>\n      <Button size=\"small\" disabled={disabled || !ids.length} onClick={() => setOpen(true)}>\n        {'Share with sites…'}\n      </Button>\n      <ShareRecordsDialog\n        open={open}\n        onClose={() => setOpen(false)}\n        object={object}\n        ids={ids}\n        scope={crmTaskCallScope(hostId, orgId)}\n        sites={sites.sites}\n        sitesReady={sites.ready}\n      />\n    </>\n  )\n}\nCrmBulkShareButton.displayName = 'CrmBulkShareButton'\n\nexport default RecordSharingCard\n"],"names":["pluginDocsHelp","mdiClose","CardDisplay","MdiIcon","SrOnly","useSnackbar","useUser","Button","Chip","IconButton","Stack","Typography","useMemo","useState","useCrmSharingRules","useCrmSharingSites","CRM_SHARING_OBJECT_LABELS","crmShareChipFor","crmShareChipLabel","describeRecordSharing","describeShareTargets","callCrmSharing","crmTaskCallScope","useCanManageCrmSettings","ShareRecordsDialog","CrmShareChipView","props","rules","org","chip","size","variant","color","label","sx","maxWidth","displayName","when","atMs","Date","toLocaleDateString","RecordSharingCard","object","id","record","hostId","orgId","viewingHostIds","data","user","enqueueSnackbar","canManage","ready","roleReady","undefined","sites","enabled","lines","sharing","setSharing","busyKey","setBusyKey","scope","shared","some","line","kind","unshare","key","token","ids","targets","slice","length","persist","error","message","allowDuplicate","heldLine","find","heldHostIds","hostIds","header","help","anchor","contentGutterX","contentGutterY","HeaderProps","action","onClick","spacing","access","one","map","allSites","siteName","join","target","direction","alignItems","flex","minWidth","byName","disabled","path","rule","entry","ruleId","tokens","name","open","onClose","sitesReady","CrmBulkShareButton","setOpen"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,cAAc,QAAQ,eAAc;AAC7C,SAASC,QAAQ,QAAQ,yBAAwB;AACjD,SAASC,WAAW,EAAEC,OAAO,EAAEC,MAAM,QAAQ,uBAAsB;AACnE,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAASC,OAAO,QAAQ,iCAAgC;AACxD,SAASC,MAAM,EAAEC,IAAI,EAAEC,UAAU,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAC3E,SAASC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACzC,SAASC,kBAAkB,EAAEC,kBAAkB,QAAQ,8BAA0B;AAEjF,SACEC,yBAAyB,EAEzBC,eAAe,EACfC,iBAAiB,EAEjBC,qBAAqB,EACrBC,oBAAoB,QACf,0BAAsB;AAC7B,SAASC,cAAc,QAAQ,8BAA0B;AACzD,SAASC,gBAAgB,QAAQ,0BAAsB;AACvD,SAASC,uBAAuB,QAAQ,wBAAoB;AAC5D,SAASC,kBAAkB,QAAQ,4BAAwB;AAE3D;;;CAGC,GACD,OAAO,SAASC,iBAAiBC,KAGhC;IACC,MAAMC,QAAQb,mBAAmBY,MAAME,GAAG;IAC1C,IAAI,CAACF,MAAMG,IAAI,EAAE,OAAO;IACxB,qBACE,KAACrB;QACCsB,MAAK;QACLC,SAAQ;QACRC,OAAM;QACNC,OAAOf,kBAAkBQ,MAAMG,IAAI,EAAEF;QACrCO,IAAI;YAAEC,UAAU;QAAI;;AAG1B;AACAV,iBAAiBW,WAAW,GAAG;AAc/B,MAAMC,OAAO,CAACC,OAAkBA,OAAO,IAAI,IAAIC,KAAKD,MAAME,kBAAkB,KAAK;AAEjF;;;;;;;;;;;;;CAaC,GACD,OAAO,SAASC,kBAAkBf,KAA6B;IAC7D,MAAM,EAAEgB,MAAM,EAAEC,EAAE,EAAEC,MAAM,EAAEC,MAAM,EAAEC,KAAK,EAAElB,GAAG,EAAEmB,iBAAiB,EAAE,EAAE,GAAGrB;IACxE,MAAM,EAAEsB,MAAMC,IAAI,EAAE,GAAG3C;IACvB,MAAM,EAAE4C,eAAe,EAAE,GAAG7C;IAC5B,MAAM,EAAE8C,SAAS,EAAEC,OAAOC,SAAS,EAAE,GAAG9B,wBAAwBuB,gBAAAA,QAASQ;IACzE,MAAMC,QAAQxC,mBAAmB;QAAE8B;QAAQC;QAAOU,SAASL;IAAU;IACrE,MAAMxB,QAAQb,mBAAmBc;IACjC,MAAM6B,QAAQ7C,QAAQ,IAAMO,sBAAsByB,SAAS;QAACA;KAAO;IACnE,MAAMf,OAAOjB,QAAQ,IAAMK,gBAAgB2B,QAAQG,iBAAiB;QAACH;QAAQG;KAAe;IAC5F,MAAM,CAACW,SAASC,WAAW,GAAG9C,SAAS;IACvC,MAAM,CAAC+C,SAASC,WAAW,GAAGhD,SAAwB;IACtD,MAAMiD,QAAQxC,iBAAiBuB,QAAQC;IACvC,MAAMb,QAAQjB,yBAAyB,CAAC0B,OAAO;IAC/C,MAAMqB,SAASN,MAAMO,IAAI,CAAC,CAACC,OAASA,KAAKC,IAAI,KAAK;IAClD,IAAI,CAACtB,UAAW,CAACmB,UAAU,CAAEV,CAAAA,aAAaF,SAAQ,GAAK,OAAO;IAE9D,MAAMgB,UAAU,OAAOC,KAAaC;QAClC,IAAI,CAACP,OAAO;QACZD,WAAWO;QACX,IAAI;YACF,MAAM/C,eAAe4B,MAAMa,OAAO,WAAW;gBAC3CpB;gBACA4B,KAAK;oBAAC3B;iBAAG;gBACT4B,SAASF,UAAU,QAAQ,QAAQ;oBAACA,MAAMG,KAAK,CAAC,QAAQC,MAAM;iBAAE;YAClE;YACAvB,gBAAgB,oBAAoB;gBAAEnB,SAAS;gBAAW2C,SAAS;YAAM;QAC3E,EAAE,OAAOC,OAAO;YACdzB,gBAAgB,AAACyB,MAAgBC,OAAO,EAAE;gBAAE7C,SAAS;gBAAS8C,gBAAgB;YAAK;QACrF,SAAU;YACRhB,WAAW;QACb;IACF;IAEA,MAAMiB,WAAWrB,MAAMsB,IAAI,CAAC,CAACd,OAASA,KAAKC,IAAI,KAAK;IACpD,MAAMc,cAAcF,CAAAA,4BAAAA,SAAUZ,IAAI,MAAK,SAASY,SAASG,OAAO,GAAG,EAAE;IACrE,qBACE,MAAC/E;QACCgF,QAAQ;QACRC,MAAMnF,eAAe,cAAc;YAAEoF,QAAQ;QAAgB;QAC7DC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,QACEnC,aAAaF,0BACX,KAAC5C;gBAAOwB,SAAQ;gBAAYD,MAAK;gBAAQ2D,SAAS,IAAM9B,WAAW;0BAChE;iBAED;QACR;;0BAEA,MAACjD;gBAAMgF,SAAS;;oBACb7D,qBACC,KAAClB;wBAAWoB,SAAQ;kCACjBF,KAAK8D,MAAM,KAAK,SACb,CAAC,wCAAwC,EAAEzE,kBAAkBW,MAAMF,OAAO,CAAC,CAAC,GAC5E,CAAC,kDAAkD,EAAEM,MAAM2D,GAAG,CAAC,kBAAkB,CAAC,GAClF,CAAC,oCAAoC,EAAE1E,kBAAkBW,MAAMF,OAAO,CAAC,CAAC;yBAE5E;oBACH8B,MAAMoC,GAAG,CAAC,CAAC5B;wBACV,IAAIA,KAAKC,IAAI,KAAK,QAAQ;4BACxB,qBACE,KAACvD;gCAAsBoB,SAAQ;gCAAQC,OAAM;0CAC1CiC,KAAK6B,QAAQ,GACV,+CACA7B,KAAKgB,OAAO,CAACR,MAAM,GACjB,CAAC,QAAQ,EAAER,KAAKgB,OAAO,CAACY,GAAG,CAACtC,MAAMwC,QAAQ,EAAEC,IAAI,CAAC,MAAM,yBAAyB,CAAC,GACjF;+BALQ;wBAQpB;wBACA,IAAI/B,KAAKC,IAAI,KAAK,UAAU;4BAC1B,MAAM+B,SAAS7E,qBAAqB;gCAAC6C,KAAKI,KAAK;6BAAC,EAAEd,MAAMwC,QAAQ;4BAChE,qBACE,MAACrF;gCAAqBwF,WAAU;gCAAMR,SAAS;gCAAGxD,IAAI;oCAAEiE,YAAY;gCAAS;;kDAC3E,KAACxF;wCAAWoB,SAAQ;wCAAQG,IAAI;4CAAEkE,MAAM;4CAAGC,UAAU;wCAAE;kDACpD,GAAGJ,OAAO,aAAa,EAAEhC,KAAKqC,MAAM,IAAI,cACvCrC,KAAK3B,IAAI,GAAG,CAAC,IAAI,EAAED,KAAK4B,KAAK3B,IAAI,GAAG,GAAG,GACxC,EAAE,EAAE2B,KAAK0B,MAAM,KAAK,SAAS,kBAAkB,aAAa;;oCAE9DxC,0BACC,MAAC1C;wCACCqB,MAAK;wCACLyE,UAAU3C,YAAY;wCACtB6B,SAAS,IAAM,KAAKtB,QAAQF,KAAKG,GAAG,EAAEH,KAAKI,KAAK;;0DAEhD,KAAClE;gDAAQqG,MAAMvG,SAASuG,IAAI;gDAAE1E,MAAM;;0DACpC,KAAC1B;0DAAQ,CAAC,kBAAkB,EAAE6F,QAAQ;;;yCAEtC;;+BAfMhC,KAAKG,GAAG;wBAkBxB;wBACA,MAAMqC,OAAO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package/src/lib/components/settings-section.js

@@ -213,7 +213,9 @@ AutoCreateCompaniesCard.displayName = 'AutoCreateCompaniesCard';
     const ready = scopeReady && roleReady;
     return /*#__PURE__*/ _jsx(CardDisplay, {
         header: 'Default sharing for new records',
-        help: pluginDocsHelp('crmSettings'),
+        help: pluginDocsHelp('crmSharing', {
+            anchor: '#access-read-only-or-read-and-edit'
+        }),
         contentGutterX: true,
         contentGutterY: true,
         children: /*#__PURE__*/ _jsxs(Stack, {