@aglyn/plugins-crm 1.0.0-beta.234 → 1.0.0-beta.235

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-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 {\n  type AglynOrgBilling,\n  composeContactName,\n  CONTACT_BIRTHDATE_REFUSAL,\n  CONTACT_EXTRA_PHONE_FIELDS,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  CONTACT_NAME_PART_MAX,\n  CONTACT_PHONE_FIELD_LABELS,\n  type ConsentGroup,\n  type ContactLifecycleStage,\n  CRM_SALUTATION_PICKLIST,\n  crmTelHref,\n  normalizeContactBirthdate,\n  normalizePhone,\n} from '@aglyn/aglyn'\nimport { mdiPhoneOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  FormControlLabel,\n  FormHelperText,\n  Grid,\n  IconButton,\n  InputAdornment,\n  MenuItem,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { type ContactRecord, parseContactTags } from '../model/contact-record'\nimport type { ContactUpdateFields } from '../model/contact-update'\nimport { setContactStage } from '../model/crm-api'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftChanges,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n} from '../model/crm-custom-draft'\nimport {\n  CompanyPicker,\n  useCompanyOptions,\n  useCreateCompany,\n} from './company-picker'\nimport {\n  addressDraftFrom,\n  ContactAddressFields,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { ContactReportsToField } from './contact-reports-to-field'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmPicklistSelect } from './picklist-select'\nimport { crmSuiteLockedReason } from './crm-suite-lock'\nimport { LeadSourceSelect } from './lead-source-select'\nimport type { OrgMembers } from './use-org-members'\n\nexport interface ContactPropertiesCardProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  /** The org document the shell passed, for the company picker's scope. */\n  org?: Partial<AglynOrgBilling> | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /**\n   * The org the record belongs to, as the page resolved it — for the org's\n   * lead source values (AGL-3298) and its custom contact fields (AGL-2601).\n   * Null while it settles, when the select offers the starter list, no\n   * custom field is drawn yet, and the save still sends only what changed.\n   */\n  orgId?: string | null\n  /** The controller whose facet the edits are saved into. */\n  consentGroup: ConsentGroup\n  /**\n   * The listener's verdict on the row the drafts were seeded from, for the\n   * guard that refuses a save over an unconfirmed read.\n   */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The team, for the owner picker and the owner's name. */\n  members: OrgMembers\n  /**\n   * The org's plan lacks the CRM (AGL-2788), which the shell mounts no CRM\n   * page for (AGL-2851). The owner, the lifecycle stage and the company\n   * show, locked, and are left out of a save; `crm/contact-update` refuses\n   * such a plan the rest of the profile, the tags and the notes too. The\n   * custom fields are the CRM's as well, and are not drawn.\n   */\n  suiteLocked?: boolean\n}\n\n/**\n * THE RECORD ITSELF: every field a team keeps on a person, in one card with\n * one Save in its header (AGL-2596).\n *\n * ## Custom fields sit with the built-in ones\n *\n * The org's own contact fields (AGL-2601) are drawn under **More fields**,\n * after the built-in properties, the way Salesforce keeps custom fields in\n * the record's Details beside the standard ones — and they save with them.\n * An org with no active field draws no subsection at all.\n *\n * A custom value is THIS holder's (`facets.{group}.custom.{key}`), so the\n * draft holds only the keys the reader touched and the save sends only the\n * keys that changed: the route writes each at its own dotted path, and a\n * `custom` map sent whole would take every key this card did not touch out\n * with it. A cleared control sends `null`, the explicit \"cleared\" the model\n * keeps the key present with, and a required field left empty is refused\n * before anything is sent.\n *\n * ## One save, one request, one guard\n *\n * A field-at-a-time save would be nine requests and nine chances for the\n * stale-seed guard to refuse one of them — so the card holds a draft of the\n * whole profile and sends it once. The guard WRAPS the send: a row seeded\n * from the cache or from a failed read is refused with the message the guard\n * chooses, and what was typed stays in the fields, because a refusal that\n * also emptied the form would read as a save that worked.\n *\n * ## The server writes the facet (AGL-2804)\n *\n * Every field here lives in THIS holder's facet, and the Firestore rules\n * cannot tell one field of a facet from another, so the card writes nothing\n * itself. The draft goes to `crm/contact-update`, which writes each field by\n * dotted path into the holder's facet — never a nested object, which would\n * take every other holder's records with it — clears a blank field rather\n * than storing it empty, keeps the phone's and the company's search echoes\n * at the top of the document, and refuses every field to a plan without\n * the CRM. A refusal is shown in the route's own words.\n *\n * ## The stage goes to its own route\n *\n * The lifecycle stage is the one field an automation listens for:\n * `contactStageChanged` (AGL-2605) is emitted by `crm/contact-stage` after it\n * performs the write, and by nothing else. So when the stage the reader\n * picked differs from the one the record holds, it is sent to that route\n * once the rest of the profile has landed — the stage picked, or `null` for\n * \"Not placed yet\", which clears it and announces nothing. A refusal from\n * that route is reported on its own, with its sentence, after the fields that\n * did save.\n *\n * ## The name is an override\n *\n * The canonical name is shared by every site holding the person, so this\n * card never edits it. What it saves is this holder's own name for them,\n * and the helper says what a blank falls back to, so nobody clears the\n * field expecting the record to go nameless.\n *\n * ## Salesforce's sections (AGL-3515)\n *\n * The fields are grouped the way Salesforce's contact Details groups them —\n * Contact information, Phones, Addresses, Additional information — and every\n * one is still one draft and one Save. While the holder keeps a first or\n * last name the Name field shows their composition and is read-only; the\n * save sends the parts, and the route composes the name from them. The\n * salutation and the reports-to are sent only when they change, for the\n * lead source's reason: the route judges a sent one. Do not call is a hint\n * on every phone's call link, never a block.\n *\n * ## Company is a record, with its name kept beside it\n *\n * The Company field is the picker (AGL-2613): the link is `companyId` in\n * this holder's facet, mirrored into the top-level `companyIds` for the\n * company page's query, and the company's contacts count moves with it —\n * all planned by the route from the stored document, so this card never\n * reasons about another holder's link. The name is sent too, from the picked\n * company, because the list column and the global search read the name and\n * not the id; a record that carries a name with no link — an import, a save\n * from before the picker — keeps it as the label, and the picker offers it\n * as the company to link or create.\n */\n/** The phone fields the card edits, in the order the Phones section lists them. */\nconst PHONE_FIELDS = ['phone', ...CONTACT_EXTRA_PHONE_FIELDS] as const\ntype PhoneField = (typeof PHONE_FIELDS)[number]\ntype PhoneDrafts = Record<PhoneField, string>\n\nconst phoneDraftsFrom = (record: ContactRecord): PhoneDrafts =>\n  Object.fromEntries(\n    PHONE_FIELDS.map((field) => [field, String(record[field] ?? '')]),\n  ) as PhoneDrafts\n\n/** The phones as the route stores them, or the fields that cannot be read as numbers. */\nfunction readPhones(\n  drafts: PhoneDrafts,\n): { ok: true; phones: PhoneDrafts } | { ok: false; errors: Partial<PhoneDrafts> } {\n  const phones = {} as PhoneDrafts\n  const errors: Partial<PhoneDrafts> = {}\n  for (const field of PHONE_FIELDS) {\n    const typed = drafts[field].trim()\n    const normalized = typed ? normalizePhone(typed) : ''\n    if (normalized === null) errors[field] = PHONE_HELP_ERROR\n    else phones[field] = normalized\n  }\n  return Object.keys(errors).length ? { ok: false, errors } : { ok: true, phones }\n}\n\nconst PHONE_HELP = 'With the country code, like +1 512 555 0107'\nconst PHONE_HELP_ERROR = 'Enter it with its country code, like +1 512 555 0107.'\n\n/** A section heading inside the card — Salesforce's Details groups its fields the same way. */\nfunction SectionHeading(props: { children: string }) {\n  return (\n    <Grid size={{ xs: 12 }}>\n      <Typography variant=\"subtitle2\" color=\"text.secondary\">\n        {props.children}\n      </Typography>\n    </Grid>\n  )\n}\n\nexport function ContactPropertiesCard(props: ContactPropertiesCardProps) {\n  const {\n    hostId,\n    org,\n    record,\n    orgId = null,\n    consentGroup,\n    seed,\n    members,\n    suiteLocked = false,\n  } = props\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  // The site a stage move is routed through: the mounted one, or at the\n  // organization level the holder's own (AGL-2630).\n  const siteHostId = hostId ?? (consentGroup.hostId || null)\n  /*\n   * The feed the act is logged in, decided by the level it was performed\n   * at (AGL-2738) and so given the MOUNTED site rather than `siteHostId`:\n   * at the org hub a client-direct append to the holder's own site would\n   * face a gate the record write never had to pass.\n   */\n  const logActivity = useCrmActivityLogger(hostId)\n  const companies = useCompanyOptions({ hostId, org })\n  const createCompany = useCreateCompany({ hostId, org })\n\n  const [nameOverride, setNameOverride] = useState(record.nameOverride)\n  const [salutation, setSalutation] = useState(record.salutation ?? '')\n  const salutations = useCrmPicklist(CRM_SALUTATION_PICKLIST, orgId)\n  const [firstName, setFirstName] = useState(record.firstName ?? '')\n  const [lastName, setLastName] = useState(record.lastName ?? '')\n  const [phones, setPhones] = useState<PhoneDrafts>(() => phoneDraftsFrom(record))\n  const [doNotCall, setDoNotCall] = useState(record.doNotCall === true)\n  const [jobTitle, setJobTitle] = useState(record.jobTitle)\n  const [department, setDepartment] = useState(record.department ?? '')\n  const [birthdate, setBirthdate] = useState(record.birthdate ?? '')\n  const [assistantName, setAssistantName] = useState(record.assistantName ?? '')\n  const [reportsTo, setReportsTo] = useState(record.reportsToContactId ?? '')\n  // Salesforce's Lead Source (AGL-3298), carried from the lead on conversion.\n  const [leadSource, setLeadSource] = useState(record.leadSource)\n  const leadSources = useLeadSourcePicklist(orgId)\n  const [companyName, setCompanyName] = useState(record.companyName)\n  const [companyId, setCompanyId] = useState<string | null>(\n    record.companyId || null,\n  )\n  const [ownerUid, setOwnerUid] = useState(record.ownerUid)\n  const [lifecycleStage, setLifecycleStage] = useState<ContactLifecycleStage | ''>(\n    record.lifecycleStage,\n  )\n  const [tags, setTags] = useState(record.tags.join(', '))\n  const [notes, setNotes] = useState(record.notes)\n  const [address, setAddress] = useState<AddressDraft>(\n    addressDraftFrom(record.address),\n  )\n  const [otherAddress, setOtherAddress] = useState<AddressDraft>(\n    addressDraftFrom(record.otherAddress),\n  )\n  const [phoneErrors, setPhoneErrors] = useState<Partial<PhoneDrafts>>({})\n  const [birthdateError, setBirthdateError] = useState('')\n  const [saving, setSaving] = useState(false)\n  /** The custom values the reader touched; every other key reads from the record. */\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  /** Something was edited since the card was seeded or last saved. */\n  const [edited, setEdited] = useState(false)\n  const fields = useContactFieldDefinitions(suiteLocked ? null : orgId)\n  // The custom fields are the CRM's; a plan without it draws and sends none.\n  const customFields = suiteLocked ? [] : fields.active\n  const storedCustom = useMemo(() => record.custom ?? {}, [record.custom])\n  const customChanges = useMemo(\n    () => crmCustomDraftChanges(storedCustom, custom),\n    [storedCustom, custom],\n  )\n  const clearingRequired =\n    crmCustomDraftMissingRequired(customFields, storedCustom, custom, 'edit').length > 0\n  /*\n   * The name the first and last names make (AGL-3515). While there is one,\n   * it IS the name — the Name field shows it, read-only, and the save sends\n   * the parts rather than a name the route would have to reconcile.\n   */\n  const composedName = composeContactName(firstName, lastName)\n\n  /** One field's edit: the value, and the card now has something to save. */\n  const change = useCallback(<T,>(set: (value: T) => void, value: T) => {\n    set(value)\n    setEdited(true)\n  }, [])\n\n  /** Every draft back to what the record holds — the seed, and Discard. */\n  const reseed = () => {\n    setNameOverride(record.nameOverride)\n    setSalutation(record.salutation ?? '')\n    setFirstName(record.firstName ?? '')\n    setLastName(record.lastName ?? '')\n    setPhones(phoneDraftsFrom(record))\n    setDoNotCall(record.doNotCall === true)\n    setJobTitle(record.jobTitle)\n    setDepartment(record.department ?? '')\n    setBirthdate(record.birthdate ?? '')\n    setAssistantName(record.assistantName ?? '')\n    setReportsTo(record.reportsToContactId ?? '')\n    setLeadSource(record.leadSource)\n    setCompanyName(record.companyName)\n    setCompanyId(record.companyId || null)\n    setOwnerUid(record.ownerUid)\n    setLifecycleStage(record.lifecycleStage)\n    setTags(record.tags.join(', '))\n    setNotes(record.notes)\n    setAddress(addressDraftFrom(record.address))\n    setOtherAddress(addressDraftFrom(record.otherAddress))\n    setPhoneErrors({})\n    setBirthdateError('')\n    setCustom({})\n    setEdited(false)\n  }\n\n  /*\n   * Re-seeded when the RECORD changes, not when it re-renders. The listener\n   * delivers a fresh row on every snapshot, including the one this card's\n   * own save produces; re-seeding on each would overwrite what somebody is\n   * in the middle of typing with what the server last confirmed.\n   */\n  const recordId = record.$id\n  useEffect(() => {\n    reseed()\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  const handleSave = useCallback(async () => {\n    if (clearingRequired) return\n    const readPhonesResult = readPhones(phones)\n    const storedBirthdate = normalizeContactBirthdate(birthdate)\n    setPhoneErrors('errors' in readPhonesResult ? readPhonesResult.errors : {})\n    setBirthdateError(storedBirthdate === null ? CONTACT_BIRTHDATE_REFUSAL : '')\n    if ('errors' in readPhonesResult || storedBirthdate === null) return\n    // A stage that differs from the record's is the stage route's to write —\n    // see the note above.\n    const stageChanged = !suiteLocked && lifecycleStage !== record.lifecycleStage\n    const set: ContactUpdateFields = {\n      // The name is the parts' while there are parts — see the note above.\n      ...(composedName ? {} : { name: nameOverride.trim().slice(0, 120) }),\n      firstName: firstName.trim(),\n      lastName: lastName.trim(),\n      ...readPhonesResult.phones,\n      // Sent only when it moves: the route stores the flag as a fact about\n      // the person, and an untouched card should not re-assert it.\n      ...(doNotCall !== (record.doNotCall === true) ? { doNotCall } : {}),\n      jobTitle: jobTitle.trim().slice(0, 120),\n      department: department.trim().slice(0, 120),\n      birthdate: storedBirthdate,\n      assistantName: assistantName.trim().slice(0, 120),\n      // Sent only when changed: the route judges a sent value against the\n      // org's list, and an untouched one needs no judging. The reports-to\n      // likewise, because the route checks a sent one for a loop.\n      ...(leadSource !== record.leadSource ? { leadSource } : {}),\n      ...(salutation !== (record.salutation ?? '') ? { salutation } : {}),\n      ...(reportsTo !== (record.reportsToContactId ?? '')\n        ? { reportsToContactId: reportsTo || null }\n        : {}),\n      address,\n      otherAddress,\n      tags: parseContactTags(tags),\n      notes: notes.slice(0, 2000),\n      // The owner and the company, sent only on a plan that carries the CRM.\n      ...(suiteLocked\n        ? {}\n        : { ownerUid, companyId, companyName: companyName.trim().slice(0, 120) }),\n      // Only the custom keys that changed — see the note above.\n      ...(!suiteLocked && customChanges.length\n        ? { custom: Object.fromEntries(customChanges) }\n        : {}),\n    }\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        () => contactUpdate.updateOne(record.$id, set),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      logActivity('Updated contact', {\n        type: 'contact',\n        id: record.$id,\n        name: record.name || record.email,\n      })\n      // The custom values are stored; the controls read the record again.\n      setCustom({})\n      if (stageChanged && siteHostId) {\n        try {\n          await setContactStage(user, siteHostId, record.$id, lifecycleStage || null)\n        } catch (error) {\n          // The rest of the profile is saved; only the stage was refused, and\n          // the route's own sentence says why.\n          return void enqueueSnackbar(\n            `Saved, but the stage could not be changed: ${\n              error instanceof Error ? error.message : 'the request failed'\n            }`,\n            { variant: 'warning', persist: false },\n          )\n        }\n      }\n      setEdited(false)\n      enqueueSnackbar('Contact saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [\n    address,\n    assistantName,\n    birthdate,\n    clearingRequired,\n    companyId,\n    companyName,\n    composedName,\n    contactUpdate,\n    customChanges,\n    department,\n    doNotCall,\n    enqueueSnackbar,\n    firstName,\n    siteHostId,\n    jobTitle,\n    lastName,\n    leadSource,\n    lifecycleStage,\n    logActivity,\n    nameOverride,\n    notes,\n    otherAddress,\n    ownerUid,\n    phones,\n    record.$id,\n    record.doNotCall,\n    record.email,\n    record.leadSource,\n    record.lifecycleStage,\n    record.name,\n    record.reportsToContactId,\n    record.salutation,\n    reportsTo,\n    salutation,\n    seed.fromCache,\n    seed.status,\n    suiteLocked,\n    tags,\n    user,\n  ])\n\n  /*\n   * An owner the roster no longer lists — somebody who left the team — is\n   * still offered as the current value, named by their uid, so the select is\n   * never handed a value it has no option for and the reader can see who it\n   * was before reassigning.\n   */\n  const ownerKnown = members.options.some((option) => option.uid === ownerUid)\n\n  /** One phone field, with click-to-call off what is IN the box (AGL-2661). */\n  const phoneField = (field: PhoneField) => {\n    const value = phones[field]\n    const telHref = crmTelHref(value)\n    const callLabel = doNotCall\n      ? `Call ${value.trim()} — marked do not call`\n      : `Call ${value.trim()}`\n    return (\n      <Grid key={field} size={{ xs: 12, sm: 6 }}>\n        <TextField\n          size=\"small\"\n          label={CONTACT_PHONE_FIELD_LABELS[field]}\n          value={value}\n          onChange={(event) => change(setPhones, { ...phones, [field]: event.target.value })}\n          error={Boolean(phoneErrors[field])}\n          helperText={phoneErrors[field] || (field === 'phone' ? PHONE_HELP : undefined)}\n          fullWidth\n          slotProps={{\n            input: {\n              /*\n               * The number on screen is the one a reader means to ring, and\n               * `crmTelHref` withholds the link from anything half-typed. A\n               * do-not-call person keeps the link — the rep decides — with\n               * the request said in the tooltip and the icon's color.\n               */\n              endAdornment:\n                telHref && field !== 'fax' ? (\n                  <InputAdornment position=\"end\">\n                    <Tooltip title={callLabel}>\n                      <IconButton\n                        component=\"a\"\n                        href={telHref}\n                        size=\"small\"\n                        edge=\"end\"\n                        color={doNotCall ? 'warning' : 'default'}\n                        aria-label={callLabel}\n                      >\n                        <MdiIcon path={mdiPhoneOutline.path} size={0.8} />\n                      </IconButton>\n                    </Tooltip>\n                  </InputAdornment>\n                ) : null,\n            },\n          }}\n        />\n      </Grid>\n    )\n  }\n\n  return (\n    <CardDisplay\n      header={'Properties'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#the-record-page' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            {edited ? (\n              <Button size=\"small\" disabled={saving} onClick={reseed}>\n                {'Discard changes'}\n              </Button>\n            ) : null}\n            <Button\n              variant=\"contained\"\n              color=\"primary\"\n              size=\"small\"\n              disabled={saving || !edited || clearingRequired}\n              onClick={() => void handleSave()}\n            >\n              {saving ? 'Saving…' : 'Save'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Grid container spacing={2}>\n        <SectionHeading>{'Contact information'}</SectionHeading>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            value={record.email}\n            slotProps={{ input: { readOnly: true } }}\n            helperText=\"The identity every site shares — it cannot be edited here.\"\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <CrmPicklistSelect\n            picklistId={CRM_SALUTATION_PICKLIST}\n            picklist={salutations.picklist}\n            value={salutation}\n            stored={record.salutation ?? ''}\n            onChange={(value) => change(setSalutation, value)}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"First name\"\n            value={firstName}\n            onChange={(event) => change(setFirstName, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Last name\"\n            value={lastName}\n            onChange={(event) => change(setLastName, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={composedName || nameOverride}\n            onChange={(event) => change(setNameOverride, event.target.value)}\n            slotProps={{\n              htmlInput: { maxLength: 120 },\n              input: { readOnly: Boolean(composedName) },\n            }}\n            helperText={\n              composedName\n                ? 'Made of the first and last name.'\n                : record.canonicalName\n                  ? `Your own name for this person. Blank shows the name they gave: ${record.canonicalName}.`\n                  : 'Your own name for this person.'\n            }\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => change(setJobTitle, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Department\"\n            value={department}\n            onChange={(event) => change(setDepartment, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <CompanyPicker\n            options={companies.options}\n            ready={companies.ready}\n            truncated={companies.truncated}\n            value={companyId}\n            onChange={(id, company) => {\n              change(setCompanyId, id)\n              // The label follows the link: the picked name, or nothing\n              // once the link is cleared. 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-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 {\n  type AglynOrgBilling,\n  composeContactName,\n  CONTACT_BIRTHDATE_REFUSAL,\n  CONTACT_EXTRA_PHONE_FIELDS,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  CONTACT_NAME_PART_MAX,\n  CONTACT_PHONE_FIELD_LABELS,\n  type ConsentGroup,\n  type ContactLifecycleStage,\n  CRM_SALUTATION_PICKLIST,\n  crmTelHref,\n  normalizeContactBirthdate,\n  normalizePhone,\n} from '@aglyn/aglyn'\nimport { mdiPhoneOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  FormControlLabel,\n  FormHelperText,\n  Grid,\n  IconButton,\n  InputAdornment,\n  MenuItem,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { type ContactRecord, parseContactTags } from '../model/contact-record'\nimport type { ContactUpdateFields } from '../model/contact-update'\nimport { setContactStage } from '../model/crm-api'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftChanges,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n} from '../model/crm-custom-draft'\nimport {\n  CompanyPicker,\n  useCompanyOptions,\n  useCreateCompany,\n} from './company-picker'\nimport {\n  addressDraftFrom,\n  ContactAddressFields,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { ContactReportsToField } from './contact-reports-to-field'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmPicklistSelect } from './picklist-select'\nimport { crmSuiteLockedReason } from './crm-suite-lock'\nimport { LeadSourceSelect } from './lead-source-select'\nimport type { OrgMembers } from './use-org-members'\n\nexport interface ContactPropertiesCardProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  /** The org document the shell passed, for the company picker's scope. */\n  org?: Partial<AglynOrgBilling> | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /**\n   * The org the record belongs to, as the page resolved it — for the org's\n   * lead source values (AGL-3298) and its custom contact fields (AGL-2601).\n   * Null while it settles, when the select offers the starter list, no\n   * custom field is drawn yet, and the save still sends only what changed.\n   */\n  orgId?: string | null\n  /** The controller whose facet the edits are saved into. */\n  consentGroup: ConsentGroup\n  /**\n   * The listener's verdict on the row the drafts were seeded from, for the\n   * guard that refuses a save over an unconfirmed read.\n   */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The team, for the owner picker and the owner's name. */\n  members: OrgMembers\n  /**\n   * The org's plan lacks the CRM (AGL-2788), which the shell mounts no CRM\n   * page for (AGL-2851). The owner, the lifecycle stage and the company\n   * show, locked, and are left out of a save; `crm/contact-update` refuses\n   * such a plan the rest of the profile, the tags and the notes too. The\n   * custom fields are the CRM's as well, and are not drawn.\n   */\n  suiteLocked?: boolean\n}\n\n/**\n * THE RECORD ITSELF: every field a team keeps on a person, in one card with\n * one Save in its header (AGL-2596).\n *\n * ## Custom fields sit with the built-in ones\n *\n * The org's own contact fields (AGL-2601) are drawn under **More fields**,\n * after the built-in properties, the way Salesforce keeps custom fields in\n * the record's Details beside the standard ones — and they save with them.\n * An org with no active field draws no subsection at all.\n *\n * A custom value is THIS holder's (`facets.{group}.custom.{key}`), so the\n * draft holds only the keys the reader touched and the save sends only the\n * keys that changed: the route writes each at its own dotted path, and a\n * `custom` map sent whole would take every key this card did not touch out\n * with it. A cleared control sends `null`, the explicit \"cleared\" the model\n * keeps the key present with, and a required field left empty is refused\n * before anything is sent.\n *\n * ## One save, one request, one guard\n *\n * A field-at-a-time save would be nine requests and nine chances for the\n * stale-seed guard to refuse one of them — so the card holds a draft of the\n * whole profile and sends it once. The guard WRAPS the send: a row seeded\n * from the cache or from a failed read is refused with the message the guard\n * chooses, and what was typed stays in the fields, because a refusal that\n * also emptied the form would read as a save that worked.\n *\n * ## The server writes the facet (AGL-2804)\n *\n * Every field here lives in THIS holder's facet, and the Firestore rules\n * cannot tell one field of a facet from another, so the card writes nothing\n * itself. The draft goes to `crm/contact-update`, which writes each field by\n * dotted path into the holder's facet — never a nested object, which would\n * take every other holder's records with it — clears a blank field rather\n * than storing it empty, keeps the phone's and the company's search echoes\n * at the top of the document, and refuses every field to a plan without\n * the CRM. A refusal is shown in the route's own words.\n *\n * ## The stage goes to its own route\n *\n * The lifecycle stage is the one field an automation listens for:\n * `contactStageChanged` (AGL-2605) is emitted by `crm/contact-stage` after it\n * performs the write, and by nothing else. So when the stage the reader\n * picked differs from the one the record holds, it is sent to that route\n * once the rest of the profile has landed — the stage picked, or `null` for\n * \"Not placed yet\", which clears it and announces nothing. A refusal from\n * that route is reported on its own, with its sentence, after the fields that\n * did save.\n *\n * ## The name is an override\n *\n * The canonical name is shared by every site holding the person, so this\n * card never edits it. What it saves is this holder's own name for them,\n * and the helper says what a blank falls back to, so nobody clears the\n * field expecting the record to go nameless.\n *\n * ## Salesforce's sections (AGL-3515)\n *\n * The fields are grouped the way Salesforce's contact Details groups them —\n * Contact information, Phones, Addresses, Additional information — and every\n * one is still one draft and one Save. While the holder keeps a first or\n * last name the Name field shows their composition and is read-only; the\n * save sends the parts, and the route composes the name from them. The\n * salutation and the reports-to are sent only when they change, for the\n * lead source's reason: the route judges a sent one. Do not call is a hint\n * on every phone's call link, never a block.\n *\n * ## Company is a record, with its name kept beside it\n *\n * The Company field is the picker (AGL-2613): the link is `companyId` in\n * this holder's facet, mirrored into the top-level `companyIds` for the\n * company page's query, and the company's contacts count moves with it —\n * all planned by the route from the stored document, so this card never\n * reasons about another holder's link. The name is sent too, from the picked\n * company, because the list column and the global search read the name and\n * not the id; a record that carries a name with no link — an import, a save\n * from before the picker — keeps it as the label, and the picker offers it\n * as the company to link or create.\n */\n/** The phone fields the card edits, in the order the Phones section lists them. */\nconst PHONE_FIELDS = ['phone', ...CONTACT_EXTRA_PHONE_FIELDS] as const\ntype PhoneField = (typeof PHONE_FIELDS)[number]\ntype PhoneDrafts = Record<PhoneField, string>\n\nconst phoneDraftsFrom = (record: ContactRecord): PhoneDrafts =>\n  Object.fromEntries(\n    PHONE_FIELDS.map((field) => [field, String(record[field] ?? '')]),\n  ) as PhoneDrafts\n\n/** The phones as the route stores them, or the fields that cannot be read as numbers. */\nfunction readPhones(\n  drafts: PhoneDrafts,\n): { ok: true; phones: PhoneDrafts } | { ok: false; errors: Partial<PhoneDrafts> } {\n  const phones = {} as PhoneDrafts\n  const errors: Partial<PhoneDrafts> = {}\n  for (const field of PHONE_FIELDS) {\n    const typed = drafts[field].trim()\n    const normalized = typed ? normalizePhone(typed) : ''\n    if (normalized === null) errors[field] = PHONE_HELP_ERROR\n    else phones[field] = normalized\n  }\n  return Object.keys(errors).length ? { ok: false, errors } : { ok: true, phones }\n}\n\nconst PHONE_HELP = 'With the country code, like +1 512 555 0107'\nconst PHONE_HELP_ERROR = 'Enter it with its country code, like +1 512 555 0107.'\n\n/** A section heading inside the card — Salesforce's Details groups its fields the same way. */\nfunction SectionHeading(props: { children: string }) {\n  return (\n    <Grid size={{ xs: 12 }}>\n      <Typography variant=\"subtitle2\" color=\"text.secondary\">\n        {props.children}\n      </Typography>\n    </Grid>\n  )\n}\n\nexport function ContactPropertiesCard(props: ContactPropertiesCardProps) {\n  const {\n    hostId,\n    org,\n    record,\n    orgId = null,\n    consentGroup,\n    seed,\n    members,\n    suiteLocked = false,\n  } = props\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  // The site a stage move is routed through: the mounted one, or at the\n  // organization level the holder's own (AGL-2630).\n  const siteHostId = hostId ?? (consentGroup.hostId || null)\n  /*\n   * The feed the act is logged in, decided by the level it was performed\n   * at (AGL-2738) and so given the MOUNTED site rather than `siteHostId`:\n   * at the org hub a client-direct append to the holder's own site would\n   * face a gate the record write never had to pass.\n   */\n  const logActivity = useCrmActivityLogger(hostId)\n  const companies = useCompanyOptions({ hostId, org })\n  const createCompany = useCreateCompany({ hostId, org })\n\n  const [nameOverride, setNameOverride] = useState(record.nameOverride)\n  const [salutation, setSalutation] = useState(record.salutation ?? '')\n  const salutations = useCrmPicklist(CRM_SALUTATION_PICKLIST, orgId)\n  const [firstName, setFirstName] = useState(record.firstName ?? '')\n  const [lastName, setLastName] = useState(record.lastName ?? '')\n  const [phones, setPhones] = useState<PhoneDrafts>(() => phoneDraftsFrom(record))\n  const [doNotCall, setDoNotCall] = useState(record.doNotCall === true)\n  const [jobTitle, setJobTitle] = useState(record.jobTitle)\n  const [department, setDepartment] = useState(record.department ?? '')\n  const [birthdate, setBirthdate] = useState(record.birthdate ?? '')\n  const [assistantName, setAssistantName] = useState(record.assistantName ?? '')\n  const [reportsTo, setReportsTo] = useState(record.reportsToContactId ?? '')\n  // Salesforce's Lead Source (AGL-3298), carried from the lead on conversion.\n  const [leadSource, setLeadSource] = useState(record.leadSource)\n  const leadSources = useLeadSourcePicklist(orgId)\n  const [companyName, setCompanyName] = useState(record.companyName)\n  const [companyId, setCompanyId] = useState<string | null>(\n    record.companyId || null,\n  )\n  const [ownerUid, setOwnerUid] = useState(record.ownerUid)\n  const [lifecycleStage, setLifecycleStage] = useState<ContactLifecycleStage | ''>(\n    record.lifecycleStage,\n  )\n  const [tags, setTags] = useState(record.tags.join(', '))\n  const [notes, setNotes] = useState(record.notes)\n  const [address, setAddress] = useState<AddressDraft>(\n    addressDraftFrom(record.address),\n  )\n  const [otherAddress, setOtherAddress] = useState<AddressDraft>(\n    addressDraftFrom(record.otherAddress),\n  )\n  const [phoneErrors, setPhoneErrors] = useState<Partial<PhoneDrafts>>({})\n  const [birthdateError, setBirthdateError] = useState('')\n  const [saving, setSaving] = useState(false)\n  /** The custom values the reader touched; every other key reads from the record. */\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  /** Something was edited since the card was seeded or last saved. */\n  const [edited, setEdited] = useState(false)\n  const fields = useContactFieldDefinitions(suiteLocked ? null : orgId)\n  // The custom fields are the CRM's; a plan without it draws and sends none.\n  const customFields = suiteLocked ? [] : fields.active\n  const storedCustom = useMemo(() => record.custom ?? {}, [record.custom])\n  const customChanges = useMemo(\n    () => crmCustomDraftChanges(storedCustom, custom),\n    [storedCustom, custom],\n  )\n  const clearingRequired =\n    crmCustomDraftMissingRequired(customFields, storedCustom, custom, 'edit').length > 0\n  /*\n   * The name the first and last names make (AGL-3515). While there is one,\n   * it IS the name — the Name field shows it, read-only, and the save sends\n   * the parts rather than a name the route would have to reconcile.\n   */\n  const composedName = composeContactName(firstName, lastName)\n\n  /** One field's edit: the value, and the card now has something to save. */\n  const change = useCallback(<T,>(set: (value: T) => void, value: T) => {\n    set(value)\n    setEdited(true)\n  }, [])\n\n  /** Every draft back to what the record holds — the seed, and Discard. */\n  const reseed = () => {\n    setNameOverride(record.nameOverride)\n    setSalutation(record.salutation ?? '')\n    setFirstName(record.firstName ?? '')\n    setLastName(record.lastName ?? '')\n    setPhones(phoneDraftsFrom(record))\n    setDoNotCall(record.doNotCall === true)\n    setJobTitle(record.jobTitle)\n    setDepartment(record.department ?? '')\n    setBirthdate(record.birthdate ?? '')\n    setAssistantName(record.assistantName ?? '')\n    setReportsTo(record.reportsToContactId ?? '')\n    setLeadSource(record.leadSource)\n    setCompanyName(record.companyName)\n    setCompanyId(record.companyId || null)\n    setOwnerUid(record.ownerUid)\n    setLifecycleStage(record.lifecycleStage)\n    setTags(record.tags.join(', '))\n    setNotes(record.notes)\n    setAddress(addressDraftFrom(record.address))\n    setOtherAddress(addressDraftFrom(record.otherAddress))\n    setPhoneErrors({})\n    setBirthdateError('')\n    setCustom({})\n    setEdited(false)\n  }\n\n  /*\n   * Re-seeded when the RECORD changes, not when it re-renders. The listener\n   * delivers a fresh row on every snapshot, including the one this card's\n   * own save produces; re-seeding on each would overwrite what somebody is\n   * in the middle of typing with what the server last confirmed.\n   */\n  const recordId = record.$id\n  useEffect(() => {\n    reseed()\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  const handleSave = useCallback(async () => {\n    if (clearingRequired) return\n    const readPhonesResult = readPhones(phones)\n    const storedBirthdate = normalizeContactBirthdate(birthdate)\n    setPhoneErrors('errors' in readPhonesResult ? readPhonesResult.errors : {})\n    setBirthdateError(storedBirthdate === null ? CONTACT_BIRTHDATE_REFUSAL : '')\n    if ('errors' in readPhonesResult || storedBirthdate === null) return\n    // A stage that differs from the record's is the stage route's to write —\n    // see the note above.\n    const stageChanged = !suiteLocked && lifecycleStage !== record.lifecycleStage\n    const set: ContactUpdateFields = {\n      // The name is the parts' while there are parts — see the note above.\n      ...(composedName ? {} : { name: nameOverride.trim().slice(0, 120) }),\n      firstName: firstName.trim(),\n      lastName: lastName.trim(),\n      ...readPhonesResult.phones,\n      // Sent only when it moves: the route stores the flag as a fact about\n      // the person, and an untouched card should not re-assert it.\n      ...(doNotCall !== (record.doNotCall === true) ? { doNotCall } : {}),\n      jobTitle: jobTitle.trim().slice(0, 120),\n      department: department.trim().slice(0, 120),\n      birthdate: storedBirthdate,\n      assistantName: assistantName.trim().slice(0, 120),\n      // Sent only when changed: the route judges a sent value against the\n      // org's list, and an untouched one needs no judging. The reports-to\n      // likewise, because the route checks a sent one for a loop.\n      ...(leadSource !== record.leadSource ? { leadSource } : {}),\n      ...(salutation !== (record.salutation ?? '') ? { salutation } : {}),\n      ...(reportsTo !== (record.reportsToContactId ?? '')\n        ? { reportsToContactId: reportsTo || null }\n        : {}),\n      address,\n      otherAddress,\n      tags: parseContactTags(tags),\n      notes: notes.slice(0, 2000),\n      // The owner and the company, sent only on a plan that carries the CRM.\n      ...(suiteLocked\n        ? {}\n        : { ownerUid, companyId, companyName: companyName.trim().slice(0, 120) }),\n      // Only the custom keys that changed — see the note above.\n      ...(!suiteLocked && customChanges.length\n        ? { custom: Object.fromEntries(customChanges) }\n        : {}),\n    }\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        () => contactUpdate.updateOne(record.$id, set),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      logActivity('Updated contact', {\n        type: 'contact',\n        id: record.$id,\n        name: record.name || record.email,\n      })\n      // The custom values are stored; the controls read the record again.\n      setCustom({})\n      if (stageChanged && siteHostId) {\n        try {\n          await setContactStage(user, siteHostId, record.$id, lifecycleStage || null)\n        } catch (error) {\n          // The rest of the profile is saved; only the stage was refused, and\n          // the route's own sentence says why.\n          return void enqueueSnackbar(\n            `Saved, but the stage could not be changed: ${\n              error instanceof Error ? error.message : 'the request failed'\n            }`,\n            { variant: 'warning', persist: false },\n          )\n        }\n      }\n      setEdited(false)\n      enqueueSnackbar('Contact saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [\n    address,\n    assistantName,\n    birthdate,\n    clearingRequired,\n    companyId,\n    companyName,\n    composedName,\n    contactUpdate,\n    customChanges,\n    department,\n    doNotCall,\n    enqueueSnackbar,\n    firstName,\n    siteHostId,\n    jobTitle,\n    lastName,\n    leadSource,\n    lifecycleStage,\n    logActivity,\n    nameOverride,\n    notes,\n    otherAddress,\n    ownerUid,\n    phones,\n    record.$id,\n    record.doNotCall,\n    record.email,\n    record.leadSource,\n    record.lifecycleStage,\n    record.name,\n    record.reportsToContactId,\n    record.salutation,\n    reportsTo,\n    salutation,\n    seed.fromCache,\n    seed.status,\n    suiteLocked,\n    tags,\n    user,\n  ])\n\n  /*\n   * An owner the roster no longer lists — somebody who left the team — is\n   * still offered as the current value, named by their uid, so the select is\n   * never handed a value it has no option for and the reader can see who it\n   * was before reassigning.\n   */\n  const ownerKnown = members.options.some((option) => option.uid === ownerUid)\n\n  /** One phone field, with click-to-call off what is IN the box (AGL-2661). */\n  const phoneField = (field: PhoneField) => {\n    const value = phones[field]\n    const telHref = crmTelHref(value)\n    const callLabel = doNotCall\n      ? `Call ${value.trim()} — marked do not call`\n      : `Call ${value.trim()}`\n    return (\n      <Grid key={field} size={{ xs: 12, sm: 6 }}>\n        <TextField\n          size=\"small\"\n          label={CONTACT_PHONE_FIELD_LABELS[field]}\n          value={value}\n          onChange={(event) => change(setPhones, { ...phones, [field]: event.target.value })}\n          error={Boolean(phoneErrors[field])}\n          helperText={phoneErrors[field] || (field === 'phone' ? PHONE_HELP : undefined)}\n          fullWidth\n          slotProps={{\n            input: {\n              /*\n               * The number on screen is the one a reader means to ring, and\n               * `crmTelHref` withholds the link from anything half-typed. A\n               * do-not-call person keeps the link — the rep decides — with\n               * the request said in the tooltip and the icon's color.\n               */\n              endAdornment:\n                telHref && field !== 'fax' ? (\n                  <InputAdornment position=\"end\">\n                    <Tooltip title={callLabel}>\n                      <IconButton\n                        component=\"a\"\n                        href={telHref}\n                        size=\"small\"\n                        edge=\"end\"\n                        color={doNotCall ? 'warning' : 'default'}\n                        aria-label={callLabel}\n                      >\n                        <MdiIcon path={mdiPhoneOutline.path} size={0.8} />\n                      </IconButton>\n                    </Tooltip>\n                  </InputAdornment>\n                ) : null,\n            },\n          }}\n        />\n      </Grid>\n    )\n  }\n\n  return (\n    <CardDisplay\n      header={'Properties'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#contact-properties' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            {edited ? (\n              <Button size=\"small\" disabled={saving} onClick={reseed}>\n                {'Discard changes'}\n              </Button>\n            ) : null}\n            <Button\n              variant=\"contained\"\n              color=\"primary\"\n              size=\"small\"\n              disabled={saving || !edited || clearingRequired}\n              onClick={() => void handleSave()}\n            >\n              {saving ? 'Saving…' : 'Save'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Grid container spacing={2}>\n        <SectionHeading>{'Contact information'}</SectionHeading>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            value={record.email}\n            slotProps={{ input: { readOnly: true } }}\n            helperText=\"The identity every site shares — it cannot be edited here.\"\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <CrmPicklistSelect\n            picklistId={CRM_SALUTATION_PICKLIST}\n            picklist={salutations.picklist}\n            value={salutation}\n            stored={record.salutation ?? ''}\n            onChange={(value) => change(setSalutation, value)}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"First name\"\n            value={firstName}\n            onChange={(event) => change(setFirstName, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Last name\"\n            value={lastName}\n            onChange={(event) => change(setLastName, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={composedName || nameOverride}\n            onChange={(event) => change(setNameOverride, event.target.value)}\n            slotProps={{\n              htmlInput: { maxLength: 120 },\n              input: { readOnly: Boolean(composedName) },\n            }}\n            helperText={\n              composedName\n                ? 'Made of the first and last name.'\n                : record.canonicalName\n                  ? `Your own name for this person. Blank shows the name they gave: ${record.canonicalName}.`\n                  : 'Your own name for this person.'\n            }\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => change(setJobTitle, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Department\"\n            value={department}\n            onChange={(event) => change(setDepartment, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <CompanyPicker\n            options={companies.options}\n            ready={companies.ready}\n            truncated={companies.truncated}\n            value={companyId}\n            onChange={(id, company) => {\n              change(setCompanyId, id)\n              // The label follows the link: the picked name, or nothing\n              // once the link is cleared. 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package/src/lib/components/deal-properties-card.js

@@ -73,7 +73,7 @@ function Row(props) {
     return /*#__PURE__*/ _jsx(CardDisplay, {
         header: 'Properties',
         help: pluginDocsHelp('deals', {
-            anchor: '#a-deals-page'
+            anchor: '#deal-properties'
         }),
         contentGutterX: true,
         contentGutterY: true,

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-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 {\n  type ContactFieldDefinition,\n  CRM_FORECAST_CATEGORY_LABELS,\n  dealForecastCategory,\n  dealProbability,\n  dealStageById,\n  pluginDocsHelp,\n  readDealProbability,\n  weightedDealAmountCents,\n} from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Link, Stack, Typography } from '@mui/material'\nimport type { ReactNode } from 'react'\nimport { formatContactCustomValue } from './contact-custom-columns'\nimport {\n  type DealDoc,\n  formatMoney,\n  type PipelineDoc,\n  timestampMs,\n} from '../model/deal-board-model'\nimport type { CrmRoutes } from '../model/crm-routes'\n\nexport interface DealPropertiesCardProps {\n  deal: DealDoc\n  pipeline: PipelineDoc | null\n  ownerLabel: string\n  routes: CrmRoutes\n  /**\n   * The org's ACTIVE deal field definitions (AGL-2661), one row each under\n   * the fixed properties. Handed in by the page, which resolves the org\n   * once for every card on it.\n   */\n  customFields?: readonly ContactFieldDefinition[]\n  /** The deal's campaign by name, resolved by the page; absent when it names none. */\n  campaignName?: string\n}\n\nfunction Row(props: { label: string; children: ReactNode }) {\n  return (\n    <Stack direction=\"row\" spacing={2} sx={{ alignItems: 'baseline' }}>\n      <Typography\n        variant=\"caption\"\n        color=\"text.secondary\"\n        sx={{ width: 120, flexShrink: 0 }}\n      >\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\" sx={{ flex: 1, minWidth: 0 }}>\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\n/**\n * What the deal is worth and who it is with (AGL-2598).\n *\n * The weighted value is computed here from the live pipeline rather than\n * stored, because the stage's probability is the merchant's to change and\n * a stored figure would go stale the moment they did. The contact and the\n * company are links into their own pages — the id is the link; the name on\n * the deal is a caption that may lag a rename.\n *\n * Salesforce's Opportunity fields (AGL-3516) follow: the Type, the Lead\n * source, the Next step, the probability — the deal's own override, with\n * its stage's beside it, or the stage's — the forecast category and the\n * campaign. Edit changes them; a stage move re-stamps the last two.\n */\nexport function DealPropertiesCard(props: DealPropertiesCardProps) {\n  const { deal, pipeline, ownerLabel, routes, customFields = [], campaignName } = props\n  const stage = dealStageById(pipeline, deal.stageId)\n  const weighted = weightedDealAmountCents(deal, stage)\n  const probability = dealProbability(deal, stage)\n  const overridden = typeof readDealProbability(deal.probability) === 'number'\n  const createdMs = timestampMs(deal.createdAt)\n  return (\n    <CardDisplay\n      header={'Properties'}\n      help={pluginDocsHelp('deals', { anchor: '#a-deals-page' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1.25}>\n        <Row label=\"Amount\">\n          {typeof deal.amountCents === 'number'\n            ? formatMoney(deal.amountCents, deal.currency)\n            : 'Not set'}\n        </Row>\n        <Row label=\"Weighted value\">\n          {`${formatMoney(weighted, deal.currency)}` +\n            (deal.status === 'open' && stage && probability !== null ? ` at ${probability}%` : '')}\n        </Row>\n        <Row label=\"Probability\">\n          {probability === null\n            ? 'Not set'\n            : overridden && stage\n              ? `${probability}% · from stage: ${stage.probability}%`\n              : `${probability}%`}\n        </Row>\n        <Row label=\"Forecast category\">\n          {CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, stage)]}\n        </Row>\n        <Row label=\"Expected close\">\n          {typeof deal.expectedCloseAtMs === 'number'\n            ? new Date(deal.expectedCloseAtMs).toLocaleDateString()\n            : 'Not set'}\n        </Row>\n        <Row label=\"Type\">{deal.type || 'Not set'}</Row>\n        <Row label=\"Lead source\">{deal.leadSource || 'Not set'}</Row>\n        <Row label=\"Next step\">{deal.nextStep || 'Not set'}</Row>\n        <Row label=\"Owner\">{ownerLabel || 'Nobody yet'}</Row>\n        <Row label=\"Contact\">\n          {deal.contactId ? (\n            <AppLink href={routes.contact(deal.contactId)}>\n              {deal.contactName || 'Open contact'}\n            </AppLink>\n          ) : (\n            'None'\n          )}\n        </Row>\n        <Row label=\"Company\">\n          {deal.companyId ? (\n            <AppLink href={routes.company(deal.companyId)}>\n              {deal.companyName || 'Open company'}\n            </AppLink>\n          ) : (\n            'None'\n          )}\n        </Row>\n        <Row label=\"Campaign\">{campaignName || 'None'}</Row>\n        <Row label=\"Pipeline\">{pipeline?.name ?? deal.pipelineId}</Row>\n        <Row label=\"Created\">\n          {createdMs ? new Date(createdMs).toLocaleDateString() : '—'}\n        </Row>\n        {deal.notes ? (\n          <Row label=\"Notes\">\n            <Typography variant=\"body2\" sx={{ whiteSpace: 'pre-wrap' }}>\n              {deal.notes}\n            </Typography>\n          </Row>\n        ) : null}\n        {/*\n          The org's own deal fields (AGL-2661), after the built-in ones under\n          \"More fields\", as a record's Details keep them; none defined, none\n          drawn.\n        */}\n        {customFields.length ? (\n          <Typography variant=\"subtitle2\" sx={{ pt: 1 }}>\n            {'More fields'}\n          </Typography>\n        ) : null}\n        {customFields.map((definition) => {\n          const text = formatContactCustomValue(definition, deal.custom?.[definition.key])\n          return (\n            <Row key={definition.key} label={definition.label || definition.key}>\n              {text && definition.type === 'url' ? (\n                <Link href={text} target=\"_blank\" rel=\"noreferrer noopener\">\n                  {text}\n                </Link>\n              ) : (\n                text || 'Not set'\n              )}\n            </Row>\n          )\n        })}\n      </Stack>\n    </CardDisplay>\n  )\n}\nDealPropertiesCard.displayName = 'DealPropertiesCard'\n\nexport default DealPropertiesCard\n"],"names":["CRM_FORECAST_CATEGORY_LABELS","dealForecastCategory","dealProbability","dealStageById","pluginDocsHelp","readDealProbability","weightedDealAmountCents","AppLink","CardDisplay","Link","Stack","Typography","formatContactCustomValue","formatMoney","timestampMs","Row","props","direction","spacing","sx","alignItems","variant","color","width","flexShrink","label","component","flex","minWidth","children","DealPropertiesCard","deal","pipeline","ownerLabel","routes","customFields","campaignName","stage","stageId","weighted","probability","overridden","createdMs","createdAt","header","help","anchor","contentGutterX","contentGutterY","amountCents","currency","status","expectedCloseAtMs","Date","toLocaleDateString","type","leadSource","nextStep","contactId","href","contact","contactName","companyId","company","companyName","name","pipelineId","notes","whiteSpace","length","pt","map","definition","text","custom","key","target","rel","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAEEA,4BAA4B,EAC5BC,oBAAoB,EACpBC,eAAe,EACfC,aAAa,EACbC,cAAc,EACdC,mBAAmB,EACnBC,uBAAuB,QAClB,eAAc;AACrB,SAASC,OAAO,EAAEC,WAAW,QAAQ,uBAAsB;AAC3D,SAASC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAEvD,SAASC,wBAAwB,QAAQ,8BAA0B;AACnE,SAEEC,WAAW,EAEXC,WAAW,QACN,+BAA2B;AAkBlC,SAASC,IAAIC,KAA6C;IACxD,qBACE,MAACN;QAAMO,WAAU;QAAMC,SAAS;QAAGC,IAAI;YAAEC,YAAY;QAAW;;0BAC9D,KAACT;gBACCU,SAAQ;gBACRC,OAAM;gBACNH,IAAI;oBAAEI,OAAO;oBAAKC,YAAY;gBAAE;0BAE/BR,MAAMS,KAAK;;0BAEd,KAACd;gBAAWU,SAAQ;gBAAQK,WAAU;gBAAMP,IAAI;oBAAEQ,MAAM;oBAAGC,UAAU;gBAAE;0BACpEZ,MAAMa,QAAQ;;;;AAIvB;AAEA;;;;;;;;;;;;;CAaC,GACD,OAAO,SAASC,mBAAmBd,KAA8B;;IAC/D,MAAM,EAAEe,IAAI,EAAEC,QAAQ,EAAEC,UAAU,EAAEC,MAAM,EAAEC,eAAe,EAAE,EAAEC,YAAY,EAAE,GAAGpB;IAChF,MAAMqB,QAAQlC,cAAc6B,UAAUD,KAAKO,OAAO;IAClD,MAAMC,WAAWjC,wBAAwByB,MAAMM;IAC/C,MAAMG,cAActC,gBAAgB6B,MAAMM;IAC1C,MAAMI,aAAa,OAAOpC,oBAAoB0B,KAAKS,WAAW,MAAM;IACpE,MAAME,YAAY5B,YAAYiB,KAAKY,SAAS;IAC5C,qBACE,KAACnC;QACCoC,QAAQ;QACRC,MAAMzC,eAAe,SAAS;YAAE0C,QAAQ;QAAgB;QACxDC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAACtC;YAAMQ,SAAS;;8BACd,KAACH;oBAAIU,OAAM;8BACR,OAAOM,KAAKkB,WAAW,KAAK,WACzBpC,YAAYkB,KAAKkB,WAAW,EAAElB,KAAKmB,QAAQ,IAC3C;;8BAEN,KAACnC;oBAAIU,OAAM;8BACR,GAAGZ,YAAY0B,UAAUR,KAAKmB,QAAQ,GAAG,GACvCnB,CAAAA,KAAKoB,MAAM,KAAK,UAAUd,SAASG,gBAAgB,OAAO,CAAC,IAAI,EAAEA,YAAY,CAAC,CAAC,GAAG,EAAC;;8BAExF,KAACzB;oBAAIU,OAAM;8BACRe,gBAAgB,OACb,YACAC,cAAcJ,QACZ,GAAGG,YAAY,gBAAgB,EAAEH,MAAMG,WAAW,CAAC,CAAC,CAAC,GACrD,GAAGA,YAAY,CAAC,CAAC;;8BAEzB,KAACzB;oBAAIU,OAAM;8BACRzB,4BAA4B,CAACC,qBAAqB8B,MAAMM,OAAO;;8BAElE,KAACtB;oBAAIU,OAAM;8BACR,OAAOM,KAAKqB,iBAAiB,KAAK,WAC/B,IAAIC,KAAKtB,KAAKqB,iBAAiB,EAAEE,kBAAkB,KACnD;;8BAEN,KAACvC;oBAAIU,OAAM;8BAAQM,KAAKwB,IAAI,IAAI;;8BAChC,KAACxC;oBAAIU,OAAM;8BAAeM,KAAKyB,UAAU,IAAI;;8BAC7C,KAACzC;oBAAIU,OAAM;8BAAaM,KAAK0B,QAAQ,IAAI;;8BACzC,KAAC1C;oBAAIU,OAAM;8BAASQ,cAAc;;8BAClC,KAAClB;oBAAIU,OAAM;8BACRM,KAAK2B,SAAS,iBACb,KAACnD;wBAAQoD,MAAMzB,OAAO0B,OAAO,CAAC7B,KAAK2B,SAAS;kCACzC3B,KAAK8B,WAAW,IAAI;yBAGvB;;8BAGJ,KAAC9C;oBAAIU,OAAM;8BACRM,KAAK+B,SAAS,iBACb,KAACvD;wBAAQoD,MAAMzB,OAAO6B,OAAO,CAAChC,KAAK+B,SAAS;kCACzC/B,KAAKiC,WAAW,IAAI;yBAGvB;;8BAGJ,KAACjD;oBAAIU,OAAM;8BAAYW,gBAAgB;;8BACvC,KAACrB;oBAAIU,OAAM;sCAAYO,4BAAAA,SAAUiC,IAAI,mBAAIlC,KAAKmC,UAAU;;8BACxD,KAACnD;oBAAIU,OAAM;8BACRiB,YAAY,IAAIW,KAAKX,WAAWY,kBAAkB,KAAK;;gBAEzDvB,KAAKoC,KAAK,iBACT,KAACpD;oBAAIU,OAAM;8BACT,cAAA,KAACd;wBAAWU,SAAQ;wBAAQF,IAAI;4BAAEiD,YAAY;wBAAW;kCACtDrC,KAAKoC,KAAK;;qBAGb;gBAMHhC,aAAakC,MAAM,iBAClB,KAAC1D;oBAAWU,SAAQ;oBAAYF,IAAI;wBAAEmD,IAAI;oBAAE;8BACzC;qBAED;gBACHnC,aAAaoC,GAAG,CAAC,CAACC;wBACiCzC;oBAAlD,MAAM0C,OAAO7D,yBAAyB4D,aAAYzC,eAAAA,KAAK2C,MAAM,qBAAX3C,YAAa,CAACyC,WAAWG,GAAG,CAAC;oBAC/E,qBACE,KAAC5D;wBAAyBU,OAAO+C,WAAW/C,KAAK,IAAI+C,WAAWG,GAAG;kCAChEF,QAAQD,WAAWjB,IAAI,KAAK,sBAC3B,KAAC9C;4BAAKkD,MAAMc;4BAAMG,QAAO;4BAASC,KAAI;sCACnCJ;6BAGHA,QAAQ;uBANFD,WAAWG,GAAG;gBAU5B;;;;AAIR;AACA7C,mBAAmBgD,WAAW,GAAG;AAEjC,eAAehD,mBAAkB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-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 {\n  type ContactFieldDefinition,\n  CRM_FORECAST_CATEGORY_LABELS,\n  dealForecastCategory,\n  dealProbability,\n  dealStageById,\n  pluginDocsHelp,\n  readDealProbability,\n  weightedDealAmountCents,\n} from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Link, Stack, Typography } from '@mui/material'\nimport type { ReactNode } from 'react'\nimport { formatContactCustomValue } from './contact-custom-columns'\nimport {\n  type DealDoc,\n  formatMoney,\n  type PipelineDoc,\n  timestampMs,\n} from '../model/deal-board-model'\nimport type { CrmRoutes } from '../model/crm-routes'\n\nexport interface DealPropertiesCardProps {\n  deal: DealDoc\n  pipeline: PipelineDoc | null\n  ownerLabel: string\n  routes: CrmRoutes\n  /**\n   * The org's ACTIVE deal field definitions (AGL-2661), one row each under\n   * the fixed properties. Handed in by the page, which resolves the org\n   * once for every card on it.\n   */\n  customFields?: readonly ContactFieldDefinition[]\n  /** The deal's campaign by name, resolved by the page; absent when it names none. */\n  campaignName?: string\n}\n\nfunction Row(props: { label: string; children: ReactNode }) {\n  return (\n    <Stack direction=\"row\" spacing={2} sx={{ alignItems: 'baseline' }}>\n      <Typography\n        variant=\"caption\"\n        color=\"text.secondary\"\n        sx={{ width: 120, flexShrink: 0 }}\n      >\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\" sx={{ flex: 1, minWidth: 0 }}>\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\n/**\n * What the deal is worth and who it is with (AGL-2598).\n *\n * The weighted value is computed here from the live pipeline rather than\n * stored, because the stage's probability is the merchant's to change and\n * a stored figure would go stale the moment they did. The contact and the\n * company are links into their own pages — the id is the link; the name on\n * the deal is a caption that may lag a rename.\n *\n * Salesforce's Opportunity fields (AGL-3516) follow: the Type, the Lead\n * source, the Next step, the probability — the deal's own override, with\n * its stage's beside it, or the stage's — the forecast category and the\n * campaign. Edit changes them; a stage move re-stamps the last two.\n */\nexport function DealPropertiesCard(props: DealPropertiesCardProps) {\n  const { deal, pipeline, ownerLabel, routes, customFields = [], campaignName } = props\n  const stage = dealStageById(pipeline, deal.stageId)\n  const weighted = weightedDealAmountCents(deal, stage)\n  const probability = dealProbability(deal, stage)\n  const overridden = typeof readDealProbability(deal.probability) === 'number'\n  const createdMs = timestampMs(deal.createdAt)\n  return (\n    <CardDisplay\n      header={'Properties'}\n      help={pluginDocsHelp('deals', { anchor: '#deal-properties' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1.25}>\n        <Row label=\"Amount\">\n          {typeof deal.amountCents === 'number'\n            ? formatMoney(deal.amountCents, deal.currency)\n            : 'Not set'}\n        </Row>\n        <Row label=\"Weighted value\">\n          {`${formatMoney(weighted, deal.currency)}` +\n            (deal.status === 'open' && stage && probability !== null ? ` at ${probability}%` : '')}\n        </Row>\n        <Row label=\"Probability\">\n          {probability === null\n            ? 'Not set'\n            : overridden && stage\n              ? `${probability}% · from stage: ${stage.probability}%`\n              : `${probability}%`}\n        </Row>\n        <Row label=\"Forecast category\">\n          {CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, stage)]}\n        </Row>\n        <Row label=\"Expected close\">\n          {typeof deal.expectedCloseAtMs === 'number'\n            ? new Date(deal.expectedCloseAtMs).toLocaleDateString()\n            : 'Not set'}\n        </Row>\n        <Row label=\"Type\">{deal.type || 'Not set'}</Row>\n        <Row label=\"Lead source\">{deal.leadSource || 'Not set'}</Row>\n        <Row label=\"Next step\">{deal.nextStep || 'Not set'}</Row>\n        <Row label=\"Owner\">{ownerLabel || 'Nobody yet'}</Row>\n        <Row label=\"Contact\">\n          {deal.contactId ? (\n            <AppLink href={routes.contact(deal.contactId)}>\n              {deal.contactName || 'Open contact'}\n            </AppLink>\n          ) : (\n            'None'\n          )}\n        </Row>\n        <Row label=\"Company\">\n          {deal.companyId ? (\n            <AppLink href={routes.company(deal.companyId)}>\n              {deal.companyName || 'Open company'}\n            </AppLink>\n          ) : (\n            'None'\n          )}\n        </Row>\n        <Row label=\"Campaign\">{campaignName || 'None'}</Row>\n        <Row label=\"Pipeline\">{pipeline?.name ?? deal.pipelineId}</Row>\n        <Row label=\"Created\">\n          {createdMs ? new Date(createdMs).toLocaleDateString() : '—'}\n        </Row>\n        {deal.notes ? (\n          <Row label=\"Notes\">\n            <Typography variant=\"body2\" sx={{ whiteSpace: 'pre-wrap' }}>\n              {deal.notes}\n            </Typography>\n          </Row>\n        ) : null}\n        {/*\n          The org's own deal fields (AGL-2661), after the built-in ones under\n          \"More fields\", as a record's Details keep them; none defined, none\n          drawn.\n        */}\n        {customFields.length ? (\n          <Typography variant=\"subtitle2\" sx={{ pt: 1 }}>\n            {'More fields'}\n          </Typography>\n        ) : null}\n        {customFields.map((definition) => {\n          const text = formatContactCustomValue(definition, deal.custom?.[definition.key])\n          return (\n            <Row key={definition.key} label={definition.label || definition.key}>\n              {text && definition.type === 'url' ? (\n                <Link href={text} target=\"_blank\" rel=\"noreferrer noopener\">\n                  {text}\n                </Link>\n              ) : (\n                text || 'Not set'\n              )}\n            </Row>\n          )\n        })}\n      </Stack>\n    </CardDisplay>\n  )\n}\nDealPropertiesCard.displayName = 'DealPropertiesCard'\n\nexport default DealPropertiesCard\n"],"names":["CRM_FORECAST_CATEGORY_LABELS","dealForecastCategory","dealProbability","dealStageById","pluginDocsHelp","readDealProbability","weightedDealAmountCents","AppLink","CardDisplay","Link","Stack","Typography","formatContactCustomValue","formatMoney","timestampMs","Row","props","direction","spacing","sx","alignItems","variant","color","width","flexShrink","label","component","flex","minWidth","children","DealPropertiesCard","deal","pipeline","ownerLabel","routes","customFields","campaignName","stage","stageId","weighted","probability","overridden","createdMs","createdAt","header","help","anchor","contentGutterX","contentGutterY","amountCents","currency","status","expectedCloseAtMs","Date","toLocaleDateString","type","leadSource","nextStep","contactId","href","contact","contactName","companyId","company","companyName","name","pipelineId","notes","whiteSpace","length","pt","map","definition","text","custom","key","target","rel","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAEEA,4BAA4B,EAC5BC,oBAAoB,EACpBC,eAAe,EACfC,aAAa,EACbC,cAAc,EACdC,mBAAmB,EACnBC,uBAAuB,QAClB,eAAc;AACrB,SAASC,OAAO,EAAEC,WAAW,QAAQ,uBAAsB;AAC3D,SAASC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAEvD,SAASC,wBAAwB,QAAQ,8BAA0B;AACnE,SAEEC,WAAW,EAEXC,WAAW,QACN,+BAA2B;AAkBlC,SAASC,IAAIC,KAA6C;IACxD,qBACE,MAACN;QAAMO,WAAU;QAAMC,SAAS;QAAGC,IAAI;YAAEC,YAAY;QAAW;;0BAC9D,KAACT;gBACCU,SAAQ;gBACRC,OAAM;gBACNH,IAAI;oBAAEI,OAAO;oBAAKC,YAAY;gBAAE;0BAE/BR,MAAMS,KAAK;;0BAEd,KAACd;gBAAWU,SAAQ;gBAAQK,WAAU;gBAAMP,IAAI;oBAAEQ,MAAM;oBAAGC,UAAU;gBAAE;0BACpEZ,MAAMa,QAAQ;;;;AAIvB;AAEA;;;;;;;;;;;;;CAaC,GACD,OAAO,SAASC,mBAAmBd,KAA8B;;IAC/D,MAAM,EAAEe,IAAI,EAAEC,QAAQ,EAAEC,UAAU,EAAEC,MAAM,EAAEC,eAAe,EAAE,EAAEC,YAAY,EAAE,GAAGpB;IAChF,MAAMqB,QAAQlC,cAAc6B,UAAUD,KAAKO,OAAO;IAClD,MAAMC,WAAWjC,wBAAwByB,MAAMM;IAC/C,MAAMG,cAActC,gBAAgB6B,MAAMM;IAC1C,MAAMI,aAAa,OAAOpC,oBAAoB0B,KAAKS,WAAW,MAAM;IACpE,MAAME,YAAY5B,YAAYiB,KAAKY,SAAS;IAC5C,qBACE,KAACnC;QACCoC,QAAQ;QACRC,MAAMzC,eAAe,SAAS;YAAE0C,QAAQ;QAAmB;QAC3DC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAACtC;YAAMQ,SAAS;;8BACd,KAACH;oBAAIU,OAAM;8BACR,OAAOM,KAAKkB,WAAW,KAAK,WACzBpC,YAAYkB,KAAKkB,WAAW,EAAElB,KAAKmB,QAAQ,IAC3C;;8BAEN,KAACnC;oBAAIU,OAAM;8BACR,GAAGZ,YAAY0B,UAAUR,KAAKmB,QAAQ,GAAG,GACvCnB,CAAAA,KAAKoB,MAAM,KAAK,UAAUd,SAASG,gBAAgB,OAAO,CAAC,IAAI,EAAEA,YAAY,CAAC,CAAC,GAAG,EAAC;;8BAExF,KAACzB;oBAAIU,OAAM;8BACRe,gBAAgB,OACb,YACAC,cAAcJ,QACZ,GAAGG,YAAY,gBAAgB,EAAEH,MAAMG,WAAW,CAAC,CAAC,CAAC,GACrD,GAAGA,YAAY,CAAC,CAAC;;8BAEzB,KAACzB;oBAAIU,OAAM;8BACRzB,4BAA4B,CAACC,qBAAqB8B,MAAMM,OAAO;;8BAElE,KAACtB;oBAAIU,OAAM;8BACR,OAAOM,KAAKqB,iBAAiB,KAAK,WAC/B,IAAIC,KAAKtB,KAAKqB,iBAAiB,EAAEE,kBAAkB,KACnD;;8BAEN,KAACvC;oBAAIU,OAAM;8BAAQM,KAAKwB,IAAI,IAAI;;8BAChC,KAACxC;oBAAIU,OAAM;8BAAeM,KAAKyB,UAAU,IAAI;;8BAC7C,KAACzC;oBAAIU,OAAM;8BAAaM,KAAK0B,QAAQ,IAAI;;8BACzC,KAAC1C;oBAAIU,OAAM;8BAASQ,cAAc;;8BAClC,KAAClB;oBAAIU,OAAM;8BACRM,KAAK2B,SAAS,iBACb,KAACnD;wBAAQoD,MAAMzB,OAAO0B,OAAO,CAAC7B,KAAK2B,SAAS;kCACzC3B,KAAK8B,WAAW,IAAI;yBAGvB;;8BAGJ,KAAC9C;oBAAIU,OAAM;8BACRM,KAAK+B,SAAS,iBACb,KAACvD;wBAAQoD,MAAMzB,OAAO6B,OAAO,CAAChC,KAAK+B,SAAS;kCACzC/B,KAAKiC,WAAW,IAAI;yBAGvB;;8BAGJ,KAACjD;oBAAIU,OAAM;8BAAYW,gBAAgB;;8BACvC,KAACrB;oBAAIU,OAAM;sCAAYO,4BAAAA,SAAUiC,IAAI,mBAAIlC,KAAKmC,UAAU;;8BACxD,KAACnD;oBAAIU,OAAM;8BACRiB,YAAY,IAAIW,KAAKX,WAAWY,kBAAkB,KAAK;;gBAEzDvB,KAAKoC,KAAK,iBACT,KAACpD;oBAAIU,OAAM;8BACT,cAAA,KAACd;wBAAWU,SAAQ;wBAAQF,IAAI;4BAAEiD,YAAY;wBAAW;kCACtDrC,KAAKoC,KAAK;;qBAGb;gBAMHhC,aAAakC,MAAM,iBAClB,KAAC1D;oBAAWU,SAAQ;oBAAYF,IAAI;wBAAEmD,IAAI;oBAAE;8BACzC;qBAED;gBACHnC,aAAaoC,GAAG,CAAC,CAACC;wBACiCzC;oBAAlD,MAAM0C,OAAO7D,yBAAyB4D,aAAYzC,eAAAA,KAAK2C,MAAM,qBAAX3C,YAAa,CAACyC,WAAWG,GAAG,CAAC;oBAC/E,qBACE,KAAC5D;wBAAyBU,OAAO+C,WAAW/C,KAAK,IAAI+C,WAAWG,GAAG;kCAChEF,QAAQD,WAAWjB,IAAI,KAAK,sBAC3B,KAAC9C;4BAAKkD,MAAMc;4BAAMG,QAAO;4BAASC,KAAI;sCACnCJ;6BAGHA,QAAQ;uBANFD,WAAWG,GAAG;gBAU5B;;;;AAIR;AACA7C,mBAAmBgD,WAAW,GAAG;AAEjC,eAAehD,mBAAkB"}

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

@@ -140,7 +140,7 @@ import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
     return /*#__PURE__*/ _jsx(CardDisplay, {
         header: 'Campaigns',
         help: pluginDocsHelp('crmLeads', {
-            anchor: '#a-leads-page'
+            anchor: '#lead-campaigns'
         }),
         contentGutterX: true,
         contentGutterY: true,

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-campaigns-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 {\n  containerMembershipUnchanged,\n  containerMembershipValue,\n  pluginDocsHelp,\n  readContainerIds,\n} from '@aglyn/aglyn'\nimport ContainerPicker, {\n  type ContainerPickerOption,\n} from '@aglyn/tenant-feature-instance/components/container-picker'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack } from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmClientListFields } from '../model/crm-list-query'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/** The list field a campaign filing moves (AGL-3321). */\nconst LEAD_CAMPAIGN_LIST_FIELDS = ['scopedCampaignIds'] as const\n\n/** The helper line under the picker — the contact card's, word for word. */\nexport const LEAD_CAMPAIGNS_HELPER_TEXT =\n  'Your own filing. It never adds anyone to a send — a campaign mails its lists.'\n\n/**\n * The campaigns a lead is filed under, as NAMES for the record header.\n *\n * Resolved from the site's containers; an id with no live container — a\n * campaign the console deleted, or one still loading — is left out rather\n * than shown, because a document id on a chip tells a reader nothing and\n * looks like a fault. The picker below keeps such an id visible as itself,\n * so the filing is never silently lost; the header only ever names.\n */\nexport function leadCampaignNames(\n  lead: Record<string, unknown> | null | undefined,\n  options: readonly ContainerPickerOption[],\n): string[] {\n  const labels = new Map(options.map((option) => [option.value, option.label]))\n  return readContainerIds(lead, 'campaign')\n    .map((id) => labels.get(id))\n    .filter((name): name is string => Boolean(name))\n}\n\nexport interface LeadCampaignsCardProps {\n  /**\n   * The lead's own site, or `null` at the organization level for a lead no\n   * site captured (AGL-3278). Read for the org root alone — the containers\n   * themselves are handed down as `options` — so the card serves both\n   * levels; the org-level mount answers the same org without a site.\n   */\n  hostId: string | null\n  leadId: string\n  lead: Record<string, unknown>\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  /** The site's campaigns, read once by the page for this card and the header. */\n  options: readonly ContainerPickerOption[]\n  /** The campaign read has answered — false while it settles. */\n  optionsReady: boolean\n  /**\n   * What a saved filing changed, once it has landed: the ids added to and\n   * removed from the lead's membership. The page files the activity\n   * entries (AGL-3274); the card only knows the document.\n   */\n  onFiled?: (change: { added: string[]; removed: string[] }) => void\n}\n\n/**\n * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).\n *\n * The contact's Relationship card has carried this picker since AGL-2596;\n * the lead's page had none, so a lead filed under a campaign by the New\n * lead drawer, the bulk bar or a sequence's enroll showed nothing of it —\n * the one field on the record the reader had no way to see or change.\n *\n * The same control, the same value helper, the same helper line. The save\n * is the lead's own client door — a one-field `update` on\n * `hosts/{hostId}/leads`, as the properties card writes status and notes —\n * guarded by the seed like every draft edited over a cached read, and\n * `containerMembershipUnchanged` keeps Save quiet while the picker only\n * reorders what is stored. **Save filing** sits in the card header.\n *\n * It is FILING, not audience: the helper says so, in the sentence the\n * contact card uses, because a reader who finds a campaign picker on a\n * person's page assumes the opposite.\n */\nexport function LeadCampaignsCard(props: LeadCampaignsCardProps) {\n  const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const stored = readContainerIds(lead, 'campaign')\n  const [selected, setSelected] = useState<string[]>(stored)\n  const [dirty, setDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  // A newer membership from the server replaces an UNEDITED selection — a\n  // sequence's enroll or a bulk add lands while the page is open — and an\n  // edited one is the reader's, decided by the guard on save.\n  const storedKey = stored.join(',')\n  useEffect(() => {\n    if (!dirty) setSelected(stored)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [storedKey, dirty])\n\n  const unchanged = containerMembershipUnchanged(stored, selected)\n  const empty = optionsReady && !options.length\n\n  const save = async () => {\n    if (unchanged) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setSaving(true)\n    const next = containerMembershipValue(selected)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n          campaignIds: next,\n          // The Leads list's Campaign filter under a site reads these\n          // (AGL-3321), from the lead with its new campaigns.\n          ...crmClientListFields('leads', lead, { campaignIds: next }, LEAD_CAMPAIGN_LIST_FIELDS),\n          updatedAt: serverTimestamp(),\n        })\n      },\n    )\n    setSaving(false)\n    // A rule may share by campaign (AGL-3336).\n    if (verdict.ok) followUpSharing('leads', [leadId])\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The filing could not be saved.', { variant: 'warning' })\n      return\n    }\n    setDirty(false)\n    enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    onFiled?.({\n      added: next.filter((id) => !stored.includes(id)),\n      removed: stored.filter((id) => !next.includes(id)),\n    })\n  }\n\n  return (\n    <CardDisplay\n      header={'Campaigns'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: empty ? null : (\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || unchanged}\n            onClick={() => void save().catch((error: unknown) => {\n              console.error(error)\n              enqueueSnackbar(\n                error instanceof Error && error.message ? error.message : 'An error has occurred',\n                { variant: 'error', allowDuplicate: true },\n              )\n              setSaving(false)\n            })}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <ContainerPicker\n          kind=\"campaign\"\n          options={options}\n          value={selected}\n          onChange={(next) => {\n            setSelected(next)\n            setDirty(true)\n          }}\n          label=\"Filed under campaigns\"\n          helperText={LEAD_CAMPAIGNS_HELPER_TEXT}\n          disabled={saving}\n          empty={empty}\n          emptyText=\"There are no campaigns to file this lead under yet. Create one from Marketing.\"\n        />\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadCampaignsCard.displayName = 'LeadCampaignsCard'\n\nexport default LeadCampaignsCard\n"],"names":["containerMembershipUnchanged","containerMembershipValue","pluginDocsHelp","readContainerIds","ContainerPicker","CardDisplay","useSnackbar","useFirestore","writeGuardedBySeed","Button","Stack","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","crmClientListFields","useCrmSharingFollowUp","LEAD_CAMPAIGN_LIST_FIELDS","LEAD_CAMPAIGNS_HELPER_TEXT","leadCampaignNames","lead","options","labels","Map","map","option","value","label","id","get","filter","name","Boolean","LeadCampaignsCard","props","hostId","leadId","leadStatus","fromCache","optionsReady","onFiled","orgId","followUpSharing","firestore","enqueueSnackbar","stored","selected","setSelected","dirty","setDirty","saving","setSaving","storedKey","join","unchanged","empty","length","save","variant","persist","next","verdict","subject","unreadable","campaignIds","updatedAt","ok","message","added","includes","removed","header","help","anchor","contentGutterX","contentGutterY","HeaderProps","action","size","disabled","onClick","catch","error","console","Error","allowDuplicate","spacing","kind","onChange","helperText","emptyText","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,4BAA4B,EAC5BC,wBAAwB,EACxBC,cAAc,EACdC,gBAAgB,QACX,eAAc;AACrB,OAAOC,qBAEA,6DAA4D;AACnE,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAEEC,YAAY,EACZC,kBAAkB,QACb,iCAAgC;AACvC,SAASC,MAAM,EAAEC,KAAK,QAAQ,gBAAe;AAC7C,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,mBAAmB,QAAQ,6BAAyB;AAC7D,SAASC,qBAAqB,QAAQ,8BAA0B;AAEhE,uDAAuD,GACvD,MAAMC,4BAA4B;IAAC;CAAoB;AAEvD,0EAA0E,GAC1E,OAAO,MAAMC,6BACX,gFAA+E;AAEjF;;;;;;;;CAQC,GACD,OAAO,SAASC,kBACdC,IAAgD,EAChDC,OAAyC;IAEzC,MAAMC,SAAS,IAAIC,IAAIF,QAAQG,GAAG,CAAC,CAACC,SAAW;YAACA,OAAOC,KAAK;YAAED,OAAOE,KAAK;SAAC;IAC3E,OAAO1B,iBAAiBmB,MAAM,YAC3BI,GAAG,CAAC,CAACI,KAAON,OAAOO,GAAG,CAACD,KACvBE,MAAM,CAAC,CAACC,OAAyBC,QAAQD;AAC9C;AA2BA;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASE,kBAAkBC,KAA6B;IAC7D,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAEhB,IAAI,EAAEiB,UAAU,EAAEC,SAAS,EAAEjB,OAAO,EAAEkB,YAAY,EAAEC,OAAO,EAAE,GAAGN;IACxF,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEO,KAAK,EAAE,GAAG3B,YAAY;QAAEqB;IAAO;IACvC,MAAMO,kBAAkB1B,sBAAsBmB,QAAQM;IACtD,MAAME,YAAYtC;IAClB,MAAM,EAAEuC,eAAe,EAAE,GAAGxC;IAC5B,MAAMyC,SAAS5C,iBAAiBmB,MAAM;IACtC,MAAM,CAAC0B,UAAUC,YAAY,GAAGlC,SAAmBgC;IACnD,MAAM,CAACG,OAAOC,SAAS,GAAGpC,SAAS;IACnC,MAAM,CAACqC,QAAQC,UAAU,GAAGtC,SAAS;IACrC,wEAAwE;IACxE,wEAAwE;IACxE,4DAA4D;IAC5D,MAAMuC,YAAYP,OAAOQ,IAAI,CAAC;IAC9BzC,UAAU;QACR,IAAI,CAACoC,OAAOD,YAAYF;IACxB,uDAAuD;IACzD,GAAG;QAACO;QAAWJ;KAAM;IAErB,MAAMM,YAAYxD,6BAA6B+C,QAAQC;IACvD,MAAMS,QAAQhB,gBAAgB,CAAClB,QAAQmC,MAAM;IAE7C,MAAMC,OAAO;QACX,IAAIH,WAAW;QACf,IAAI,CAACb,OAAO;YACVG,gBAAgB,yDAAyD;gBACvEc,SAAS;gBACTC,SAAS;YACX;YACA;QACF;QACAR,UAAU;QACV,MAAMS,OAAO7D,yBAAyB+C;QACtC,MAAMe,UAAU,MAAMvD,mBACpB;YAAEwD,SAAS;YAAQxB;YAAWyB,YAAY1B,eAAe;QAAQ,GACjE;YACE,MAAM1B,UAAUF,IAAIkC,WAAW,QAAQF,OAAO,SAASL,SAAS;gBAC9D4B,aAAaJ;eAGV7C,oBAAoB,SAASK,MAAM;gBAAE4C,aAAaJ;YAAK,GAAG3C;gBAC7DgD,WAAWvD;;QAEf;QAEFyC,UAAU;QACV,2CAA2C;QAC3C,IAAIU,QAAQK,EAAE,EAAExB,gBAAgB,SAAS;YAACN;SAAO;QACjD,IAAI,CAACyB,QAAQK,EAAE,EAAE;gBACCL;YAAhBjB,iBAAgBiB,mBAAAA,QAAQM,OAAO,YAAfN,mBAAmB,kCAAkC;gBAAEH,SAAS;YAAU;YAC1F;QACF;QACAT,SAAS;QACTL,gBAAgB,gBAAgB;YAAEc,SAAS;YAAWC,SAAS;QAAM;QACrEnB,2BAAAA,QAAU;YACR4B,OAAOR,KAAK9B,MAAM,CAAC,CAACF,KAAO,CAACiB,OAAOwB,QAAQ,CAACzC;YAC5C0C,SAASzB,OAAOf,MAAM,CAAC,CAACF,KAAO,CAACgC,KAAKS,QAAQ,CAACzC;QAChD;IACF;IAEA,qBACE,KAACzB;QACCoE,QAAQ;QACRC,MAAMxE,eAAe,YAAY;YAAEyE,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,QAAQtB,QAAQ,qBACd,KAAChD;gBACCuE,MAAK;gBACLpB,SAAQ;gBACRqB,UAAU7B,UAAUI;gBACpB0B,SAAS,IAAM,KAAKvB,OAAOwB,KAAK,CAAC,CAACC;wBAChCC,QAAQD,KAAK,CAACA;wBACdtC,gBACEsC,iBAAiBE,SAASF,MAAMf,OAAO,GAAGe,MAAMf,OAAO,GAAG,yBAC1D;4BAAET,SAAS;4BAAS2B,gBAAgB;wBAAK;wBAE3ClC,UAAU;oBACZ;0BAECD,SAAS,YAAY;;QAG5B;kBAEA,cAAA,KAAC1C;YAAM8E,SAAS;sBACd,cAAA,KAACpF;gBACCqF,MAAK;gBACLlE,SAASA;gBACTK,OAAOoB;gBACP0C,UAAU,CAAC5B;oBACTb,YAAYa;oBACZX,SAAS;gBACX;gBACAtB,OAAM;gBACN8D,YAAYvE;gBACZ6D,UAAU7B;gBACVK,OAAOA;gBACPmC,WAAU;;;;AAKpB;AACAzD,kBAAkB0D,WAAW,GAAG;AAEhC,eAAe1D,kBAAiB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-campaigns-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 {\n  containerMembershipUnchanged,\n  containerMembershipValue,\n  pluginDocsHelp,\n  readContainerIds,\n} from '@aglyn/aglyn'\nimport ContainerPicker, {\n  type ContainerPickerOption,\n} from '@aglyn/tenant-feature-instance/components/container-picker'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack } from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmClientListFields } from '../model/crm-list-query'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/** The list field a campaign filing moves (AGL-3321). */\nconst LEAD_CAMPAIGN_LIST_FIELDS = ['scopedCampaignIds'] as const\n\n/** The helper line under the picker — the contact card's, word for word. */\nexport const LEAD_CAMPAIGNS_HELPER_TEXT =\n  'Your own filing. It never adds anyone to a send — a campaign mails its lists.'\n\n/**\n * The campaigns a lead is filed under, as NAMES for the record header.\n *\n * Resolved from the site's containers; an id with no live container — a\n * campaign the console deleted, or one still loading — is left out rather\n * than shown, because a document id on a chip tells a reader nothing and\n * looks like a fault. The picker below keeps such an id visible as itself,\n * so the filing is never silently lost; the header only ever names.\n */\nexport function leadCampaignNames(\n  lead: Record<string, unknown> | null | undefined,\n  options: readonly ContainerPickerOption[],\n): string[] {\n  const labels = new Map(options.map((option) => [option.value, option.label]))\n  return readContainerIds(lead, 'campaign')\n    .map((id) => labels.get(id))\n    .filter((name): name is string => Boolean(name))\n}\n\nexport interface LeadCampaignsCardProps {\n  /**\n   * The lead's own site, or `null` at the organization level for a lead no\n   * site captured (AGL-3278). Read for the org root alone — the containers\n   * themselves are handed down as `options` — so the card serves both\n   * levels; the org-level mount answers the same org without a site.\n   */\n  hostId: string | null\n  leadId: string\n  lead: Record<string, unknown>\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  /** The site's campaigns, read once by the page for this card and the header. */\n  options: readonly ContainerPickerOption[]\n  /** The campaign read has answered — false while it settles. */\n  optionsReady: boolean\n  /**\n   * What a saved filing changed, once it has landed: the ids added to and\n   * removed from the lead's membership. The page files the activity\n   * entries (AGL-3274); the card only knows the document.\n   */\n  onFiled?: (change: { added: string[]; removed: string[] }) => void\n}\n\n/**\n * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).\n *\n * The contact's Relationship card has carried this picker since AGL-2596;\n * the lead's page had none, so a lead filed under a campaign by the New\n * lead drawer, the bulk bar or a sequence's enroll showed nothing of it —\n * the one field on the record the reader had no way to see or change.\n *\n * The same control, the same value helper, the same helper line. The save\n * is the lead's own client door — a one-field `update` on\n * `hosts/{hostId}/leads`, as the properties card writes status and notes —\n * guarded by the seed like every draft edited over a cached read, and\n * `containerMembershipUnchanged` keeps Save quiet while the picker only\n * reorders what is stored. **Save filing** sits in the card header.\n *\n * It is FILING, not audience: the helper says so, in the sentence the\n * contact card uses, because a reader who finds a campaign picker on a\n * person's page assumes the opposite.\n */\nexport function LeadCampaignsCard(props: LeadCampaignsCardProps) {\n  const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const stored = readContainerIds(lead, 'campaign')\n  const [selected, setSelected] = useState<string[]>(stored)\n  const [dirty, setDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  // A newer membership from the server replaces an UNEDITED selection — a\n  // sequence's enroll or a bulk add lands while the page is open — and an\n  // edited one is the reader's, decided by the guard on save.\n  const storedKey = stored.join(',')\n  useEffect(() => {\n    if (!dirty) setSelected(stored)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [storedKey, dirty])\n\n  const unchanged = containerMembershipUnchanged(stored, selected)\n  const empty = optionsReady && !options.length\n\n  const save = async () => {\n    if (unchanged) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setSaving(true)\n    const next = containerMembershipValue(selected)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n          campaignIds: next,\n          // The Leads list's Campaign filter under a site reads these\n          // (AGL-3321), from the lead with its new campaigns.\n          ...crmClientListFields('leads', lead, { campaignIds: next }, LEAD_CAMPAIGN_LIST_FIELDS),\n          updatedAt: serverTimestamp(),\n        })\n      },\n    )\n    setSaving(false)\n    // A rule may share by campaign (AGL-3336).\n    if (verdict.ok) followUpSharing('leads', [leadId])\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The filing could not be saved.', { variant: 'warning' })\n      return\n    }\n    setDirty(false)\n    enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    onFiled?.({\n      added: next.filter((id) => !stored.includes(id)),\n      removed: stored.filter((id) => !next.includes(id)),\n    })\n  }\n\n  return (\n    <CardDisplay\n      header={'Campaigns'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#lead-campaigns' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: empty ? null : (\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || unchanged}\n            onClick={() => void save().catch((error: unknown) => {\n              console.error(error)\n              enqueueSnackbar(\n                error instanceof Error && error.message ? error.message : 'An error has occurred',\n                { variant: 'error', allowDuplicate: true },\n              )\n              setSaving(false)\n            })}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <ContainerPicker\n          kind=\"campaign\"\n          options={options}\n          value={selected}\n          onChange={(next) => {\n            setSelected(next)\n            setDirty(true)\n          }}\n          label=\"Filed under campaigns\"\n          helperText={LEAD_CAMPAIGNS_HELPER_TEXT}\n          disabled={saving}\n          empty={empty}\n          emptyText=\"There are no campaigns to file this lead under yet. Create one from Marketing.\"\n        />\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadCampaignsCard.displayName = 'LeadCampaignsCard'\n\nexport default LeadCampaignsCard\n"],"names":["containerMembershipUnchanged","containerMembershipValue","pluginDocsHelp","readContainerIds","ContainerPicker","CardDisplay","useSnackbar","useFirestore","writeGuardedBySeed","Button","Stack","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","crmClientListFields","useCrmSharingFollowUp","LEAD_CAMPAIGN_LIST_FIELDS","LEAD_CAMPAIGNS_HELPER_TEXT","leadCampaignNames","lead","options","labels","Map","map","option","value","label","id","get","filter","name","Boolean","LeadCampaignsCard","props","hostId","leadId","leadStatus","fromCache","optionsReady","onFiled","orgId","followUpSharing","firestore","enqueueSnackbar","stored","selected","setSelected","dirty","setDirty","saving","setSaving","storedKey","join","unchanged","empty","length","save","variant","persist","next","verdict","subject","unreadable","campaignIds","updatedAt","ok","message","added","includes","removed","header","help","anchor","contentGutterX","contentGutterY","HeaderProps","action","size","disabled","onClick","catch","error","console","Error","allowDuplicate","spacing","kind","onChange","helperText","emptyText","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,4BAA4B,EAC5BC,wBAAwB,EACxBC,cAAc,EACdC,gBAAgB,QACX,eAAc;AACrB,OAAOC,qBAEA,6DAA4D;AACnE,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAEEC,YAAY,EACZC,kBAAkB,QACb,iCAAgC;AACvC,SAASC,MAAM,EAAEC,KAAK,QAAQ,gBAAe;AAC7C,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,mBAAmB,QAAQ,6BAAyB;AAC7D,SAASC,qBAAqB,QAAQ,8BAA0B;AAEhE,uDAAuD,GACvD,MAAMC,4BAA4B;IAAC;CAAoB;AAEvD,0EAA0E,GAC1E,OAAO,MAAMC,6BACX,gFAA+E;AAEjF;;;;;;;;CAQC,GACD,OAAO,SAASC,kBACdC,IAAgD,EAChDC,OAAyC;IAEzC,MAAMC,SAAS,IAAIC,IAAIF,QAAQG,GAAG,CAAC,CAACC,SAAW;YAACA,OAAOC,KAAK;YAAED,OAAOE,KAAK;SAAC;IAC3E,OAAO1B,iBAAiBmB,MAAM,YAC3BI,GAAG,CAAC,CAACI,KAAON,OAAOO,GAAG,CAACD,KACvBE,MAAM,CAAC,CAACC,OAAyBC,QAAQD;AAC9C;AA2BA;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASE,kBAAkBC,KAA6B;IAC7D,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAEhB,IAAI,EAAEiB,UAAU,EAAEC,SAAS,EAAEjB,OAAO,EAAEkB,YAAY,EAAEC,OAAO,EAAE,GAAGN;IACxF,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEO,KAAK,EAAE,GAAG3B,YAAY;QAAEqB;IAAO;IACvC,MAAMO,kBAAkB1B,sBAAsBmB,QAAQM;IACtD,MAAME,YAAYtC;IAClB,MAAM,EAAEuC,eAAe,EAAE,GAAGxC;IAC5B,MAAMyC,SAAS5C,iBAAiBmB,MAAM;IACtC,MAAM,CAAC0B,UAAUC,YAAY,GAAGlC,SAAmBgC;IACnD,MAAM,CAACG,OAAOC,SAAS,GAAGpC,SAAS;IACnC,MAAM,CAACqC,QAAQC,UAAU,GAAGtC,SAAS;IACrC,wEAAwE;IACxE,wEAAwE;IACxE,4DAA4D;IAC5D,MAAMuC,YAAYP,OAAOQ,IAAI,CAAC;IAC9BzC,UAAU;QACR,IAAI,CAACoC,OAAOD,YAAYF;IACxB,uDAAuD;IACzD,GAAG;QAACO;QAAWJ;KAAM;IAErB,MAAMM,YAAYxD,6BAA6B+C,QAAQC;IACvD,MAAMS,QAAQhB,gBAAgB,CAAClB,QAAQmC,MAAM;IAE7C,MAAMC,OAAO;QACX,IAAIH,WAAW;QACf,IAAI,CAACb,OAAO;YACVG,gBAAgB,yDAAyD;gBACvEc,SAAS;gBACTC,SAAS;YACX;YACA;QACF;QACAR,UAAU;QACV,MAAMS,OAAO7D,yBAAyB+C;QACtC,MAAMe,UAAU,MAAMvD,mBACpB;YAAEwD,SAAS;YAAQxB;YAAWyB,YAAY1B,eAAe;QAAQ,GACjE;YACE,MAAM1B,UAAUF,IAAIkC,WAAW,QAAQF,OAAO,SAASL,SAAS;gBAC9D4B,aAAaJ;eAGV7C,oBAAoB,SAASK,MAAM;gBAAE4C,aAAaJ;YAAK,GAAG3C;gBAC7DgD,WAAWvD;;QAEf;QAEFyC,UAAU;QACV,2CAA2C;QAC3C,IAAIU,QAAQK,EAAE,EAAExB,gBAAgB,SAAS;YAACN;SAAO;QACjD,IAAI,CAACyB,QAAQK,EAAE,EAAE;gBACCL;YAAhBjB,iBAAgBiB,mBAAAA,QAAQM,OAAO,YAAfN,mBAAmB,kCAAkC;gBAAEH,SAAS;YAAU;YAC1F;QACF;QACAT,SAAS;QACTL,gBAAgB,gBAAgB;YAAEc,SAAS;YAAWC,SAAS;QAAM;QACrEnB,2BAAAA,QAAU;YACR4B,OAAOR,KAAK9B,MAAM,CAAC,CAACF,KAAO,CAACiB,OAAOwB,QAAQ,CAACzC;YAC5C0C,SAASzB,OAAOf,MAAM,CAAC,CAACF,KAAO,CAACgC,KAAKS,QAAQ,CAACzC;QAChD;IACF;IAEA,qBACE,KAACzB;QACCoE,QAAQ;QACRC,MAAMxE,eAAe,YAAY;YAAEyE,QAAQ;QAAkB;QAC7DC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,QAAQtB,QAAQ,qBACd,KAAChD;gBACCuE,MAAK;gBACLpB,SAAQ;gBACRqB,UAAU7B,UAAUI;gBACpB0B,SAAS,IAAM,KAAKvB,OAAOwB,KAAK,CAAC,CAACC;wBAChCC,QAAQD,KAAK,CAACA;wBACdtC,gBACEsC,iBAAiBE,SAASF,MAAMf,OAAO,GAAGe,MAAMf,OAAO,GAAG,yBAC1D;4BAAET,SAAS;4BAAS2B,gBAAgB;wBAAK;wBAE3ClC,UAAU;oBACZ;0BAECD,SAAS,YAAY;;QAG5B;kBAEA,cAAA,KAAC1C;YAAM8E,SAAS;sBACd,cAAA,KAACpF;gBACCqF,MAAK;gBACLlE,SAASA;gBACTK,OAAOoB;gBACP0C,UAAU,CAAC5B;oBACTb,YAAYa;oBACZX,SAAS;gBACX;gBACAtB,OAAM;gBACN8D,YAAYvE;gBACZ6D,UAAU7B;gBACVK,OAAOA;gBACPmC,WAAU;;;;AAKpB;AACAzD,kBAAkB0D,WAAW,GAAG;AAEhC,eAAe1D,kBAAiB"}

package/src/lib/components/lead-detail-page.js

@@ -15,7 +15,7 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
-import { pluginDocsHelp, normalizeContactEmail, readErasureRequestedAtMs } from "@aglyn/aglyn";
+import { normalizeContactEmail, readErasureRequestedAtMs } from "@aglyn/aglyn";
 import { useFirestore, useFirestoreDoc } from "@aglyn/tenant-feature-instance";
 import { Stack, Typography } from "@mui/material";
 import { doc } from "firebase/firestore";
@@ -32,7 +32,7 @@ import { useErasePersonAction } from "./erase-person-action.js";
 import { LeadCampaignsCard, leadCampaignNames } from "./lead-campaigns-card.js";
 import { LeadConvertDialog } from "./lead-convert-dialog.js";
 import { LeadHistoryCard } from "./lead-history-card.js";
-import { LeadPropertiesCard } from "./lead-properties-card.js";
+import { LEAD_PAGE_HELP, LeadPropertiesCard } from "./lead-properties-card.js";
 import { LeadUnqualifyDialog } from "./lead-unqualify-dialog.js";
 import { RecordActivityCard } from "./record-activity-card.js";
 import { CrmShareChipView, RecordSharingCard } from "./record-sharing-card.js";
@@ -141,9 +141,7 @@ import { leadPrimaryGroup } from "../model/contact-holder.js";
         return /*#__PURE__*/ _jsx(CrmRecordHeader, {
             kind: "Lead",
             title: undefined,
-            help: pluginDocsHelp('crmLeads', {
-                anchor: '#a-leads-page'
-            }),
+            help: LEAD_PAGE_HELP,
             backHref: routes.section('leads'),
             backLabel: "Back to leads",
             children: /*#__PURE__*/ _jsx(Typography, {
@@ -157,9 +155,7 @@ import { leadPrimaryGroup } from "../model/contact-holder.js";
         return /*#__PURE__*/ _jsx(CrmRecordHeader, {
             kind: "Lead",
             title: undefined,
-            help: pluginDocsHelp('crmLeads', {
-                anchor: '#a-leads-page'
-            }),
+            help: LEAD_PAGE_HELP,
             backHref: routes.section('leads'),
             backLabel: "Back to leads",
             loading: true

package/src/lib/components/lead-detail-page.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  pluginDocsHelp,\n  type CrmLeadFields,\n  normalizeContactEmail,\n  readErasureRequestedAtMs,\n} from '@aglyn/aglyn'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useMemo, useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { useErasePersonAction } from './erase-person-action'\nimport { LeadCampaignsCard, leadCampaignNames } from './lead-campaigns-card'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport { LeadHistoryCard } from './lead-history-card'\nimport { LeadPropertiesCard } from './lead-properties-card'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport { RecordActivityCard } from './record-activity-card'\nimport { CrmShareChipView, RecordSharingCard } from './record-sharing-card'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { leadPrimaryGroup } from '../model/contact-holder'\n\ntype LeadDocument = Record<string, unknown> & CrmLeadFields\n\n/**\n * `/crm/leads/{leadId}` — one lead (AGL-2608).\n *\n * The record behind a row of the Leads section: what the person did on the\n * site, who is working them, and the conversion that turns them into a\n * contact, a company and a deal. One document listen and one roster request\n * for the owner picker; the convert dialog's reads open only when it does.\n *\n * ## The two levels, and the site a lead is acted on as (AGL-3278)\n *\n * The org root comes from `useCrmScope`, as it does on every other CRM\n * record page: under a site it is looked up from that site, and at the\n * organization level it is the mount's, known at once. It used to come\n * from `useOrgDataScope({ hostId })` — correct only under a site, because\n * an absent host settles at `orgId: null`, and a null org builds no\n * reference, opens no listener and leaves the page loading forever.\n *\n * Several surfaces still need ONE site: the feed an activity is filed in, the booking door, the consent basis, the\n * conversion. Under a site that is the mounted one. At the organization\n * level it is the lead's own first capturing site — `leadPrimaryGroup` —\n * the same answer `contactPrimaryGroup` gives the contact page, and the\n * same one the Leads list already converts a row as.\n */\nexport function LeadDetailPage(props: CrmDetailPageProps) {\n  const { id, hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const routes = crmRoutes(basePath)\n  /*\n   * Resolved BEFORE the read that needs it (AGL-3275). A lead is an org row\n   * now, so the org has to be known to address one — and `scope` is null\n   * while the host-index lookup settles. Handing that null to `doc()` is a\n   * thrown `TypeError`, which the page renders as a 500 rather than as a\n   * record still loading.\n   */\n  const { scope, orgId, ready, consentGroup: viewingGroup } = useCrmScope({\n    hostId,\n    org,\n  })\n  const {\n    data: lead,\n    status,\n    fromCache,\n  } = useFirestoreDoc<LeadDocument>(\n    () => (scope ? doc(firestore, scope[0], scope[1], 'leads', id) : null),\n    [firestore, scope, id],\n  )\n  /*\n   * The group this lead is READ through: the mounted site's under a site,\n   * and the lead's own first capturing site at the organization level\n   * (AGL-3278). The consent basis is read against it — a refusal recorded\n   * for any sibling in a declared group stands against every one of them,\n   * so a group of one would report a person as opted in who had\n   * unsubscribed from the brand beside this one.\n   */\n  const leadGroup = useMemo(\n    () => viewingGroup ?? leadPrimaryGroup(lead, org as Record<string, unknown>),\n    [viewingGroup, lead, org],\n  )\n  /** The one site this page acts as, or null for a lead no site captured. */\n  const siteHostId = hostId ?? (leadGroup.hostId || null)\n  const roster = useOrgMemberOptions(orgId)\n  /*\n   * The campaigns, read once for the page (AGL-3274): the header names the\n   * ones the lead is filed under and the Campaigns card offers them. One\n   * listener, not one per surface. Under a site, the campaigns placed on\n   * it; at the organization level the lead is the org's record and so is\n   * every campaign it may be filed under.\n   */\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n  // A saved filing is written on the lead's Activity too (AGL-3274), one\n  // entry per campaign added or removed, by the member who saved it.\n  const logFiling = useCampaignFilingLog({\n    orgId,\n    hostId: siteHostId,\n    org: org as Record<string, unknown> | undefined,\n  })\n  const [converting, setConverting] = useState(false)\n  const [unqualifying, setUnqualifying] = useState(false)\n  // The Unqualified value the status select picked, if it named one (AGL-3512).\n  const [unqualifyAs, setUnqualifyAs] = useState<string | null>(null)\n  // The privacy erasure (AGL-2623), offered from the lead as from the\n  // contact: the same request, filed by the lead's address.\n  const leadEmail = lead ? normalizeContactEmail(lead['email']) : null\n  const erase = useErasePersonAction({\n    hostId: siteHostId,\n    orgId,\n    subject: lead && leadEmail ? { kind: 'lead', id, email: leadEmail } : null,\n    requestedAtMs: readErasureRequestedAtMs(lead),\n  })\n\n  const label = lead ? String(lead['name'] || lead['email'] || id) : undefined\n\n  /*\n   * A SETTLED lookup with no org is an answer, not a wait (AGL-3278). The\n   * spinner below is for a read in flight; standing on it once `ready` has\n   * said there is no org to read from is the endless \"Loading…\" this page\n   * shipped with.\n   */\n  const noOrg = ready && !scope\n  if (noOrg || status === 'error' || (status === 'success' && !lead)) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n      >\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {noOrg || status === 'error'\n            ? 'This lead could not be read.'\n            : 'This lead no longer exists — it may have been removed from the Inbox.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n  if (!lead) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        loading\n      />\n    )\n  }\n\n  return (\n    /* A task or an activity created from this page defaults to the lead's\n       own site, not to the site the reader last picked in a list's drawer\n       (AGL-2630) — as on every other record page. */\n    <CrmCreateSiteDefault hostId={siteHostId}>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the history card under it says what\n          it holds rather than repeating the name. */}\n      <Stack spacing={3}>\n        <LeadPropertiesCard\n          hostId={siteHostId}\n          consentGroup={leadGroup}\n          orgId={orgId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          basePath={basePath}\n          roster={roster}\n          onConvert={() => setConverting(true)}\n          onUnqualify={(statusLabel) => {\n            setUnqualifyAs(statusLabel ?? null)\n            setUnqualifying(true)\n          }}\n          extraMenuItems={erase.menuItems}\n          banner={erase.banner}\n          erasurePending={erase.pendingSinceMs !== null}\n          org={org}\n          // The campaigns the lead is filed under (AGL-3274), by name\n          // beside the status. An id no container answers for draws no\n          // chip: the card below keeps it, the header only names.\n          extraChips={[\n            // Seen here only through a share (AGL-3336): who shared it.\n            <CrmShareChipView\n              key=\"shared\"\n              chip={crmShareChipFor(lead, viewingGroup?.hostIds ?? [])}\n              org={org}\n            />,\n            ...leadCampaignNames(lead, campaigns.options).map((name) => (\n              <CrmRecordChip key={name} label=\"Campaign\" value={name} />\n            )),\n          ]}\n        />\n        {/* What an assistant says about where the lead stands (AGL-2917): read on its own site. */}\n        <CrmRecordInsightsZone\n          hostId={siteHostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"lead\"\n          recordId={id}\n          name={label ?? ''}\n        />\n        <LeadCampaignsCard\n          hostId={siteHostId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          options={campaigns.options}\n          optionsReady={campaigns.ready}\n          onFiled={({ added, removed }) => {\n            const named = (ids: string[]) =>\n              ids.map((campaignId) => ({\n                id: campaignId,\n                name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n              }))\n            void logFiling({ leadId: id }, { filed: named(added), removed: named(removed) })\n          }}\n        />\n        <LeadHistoryCard hostId={siteHostId} leadId={id} lead={lead} />\n        {/* Where the lead is visible and why, and a manager's share (AGL-3336). */}\n        <RecordSharingCard\n          object=\"leads\"\n          id={id}\n          record={lead}\n          hostId={hostId ?? null}\n          orgId={orgId}\n          org={org}\n          viewingHostIds={viewingGroup?.hostIds}\n        />\n        <RecordActivityCard hostId={siteHostId} org={org} leadId={id} />\n      </Stack>\n      <LeadConvertDialog\n        open={converting}\n        onClose={() => setConverting(false)}\n        hostId={siteHostId}\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={id}\n        lead={lead}\n        basePath={basePath}\n        roster={roster}\n      />\n      <LeadUnqualifyDialog\n        open={unqualifying}\n        onClose={() => setUnqualifying(false)}\n        hostId={siteHostId}\n        leadId={id}\n        leadLabel={label ?? id}\n        statusLabel={unqualifyAs}\n      />\n      {erase.dialog}\n    </CrmCreateSiteDefault>\n  )\n}\nLeadDetailPage.displayName = 'LeadDetailPage'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-detail-page.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type CrmLeadFields,\n  normalizeContactEmail,\n  readErasureRequestedAtMs,\n} from '@aglyn/aglyn'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { Stack, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useMemo, useState } from 'react'\nimport { useCampaignFilingLog } from '../hooks/use-campaign-filing-log'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { useErasePersonAction } from './erase-person-action'\nimport { LeadCampaignsCard, leadCampaignNames } from './lead-campaigns-card'\nimport { LeadConvertDialog } from './lead-convert-dialog'\nimport { LeadHistoryCard } from './lead-history-card'\nimport { LEAD_PAGE_HELP, LeadPropertiesCard } from './lead-properties-card'\nimport { LeadUnqualifyDialog } from './lead-unqualify-dialog'\nimport { RecordActivityCard } from './record-activity-card'\nimport { CrmShareChipView, RecordSharingCard } from './record-sharing-card'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { leadPrimaryGroup } from '../model/contact-holder'\n\ntype LeadDocument = Record<string, unknown> & CrmLeadFields\n\n/**\n * `/crm/leads/{leadId}` — one lead (AGL-2608).\n *\n * The record behind a row of the Leads section: what the person did on the\n * site, who is working them, and the conversion that turns them into a\n * contact, a company and a deal. One document listen and one roster request\n * for the owner picker; the convert dialog's reads open only when it does.\n *\n * ## The two levels, and the site a lead is acted on as (AGL-3278)\n *\n * The org root comes from `useCrmScope`, as it does on every other CRM\n * record page: under a site it is looked up from that site, and at the\n * organization level it is the mount's, known at once. It used to come\n * from `useOrgDataScope({ hostId })` — correct only under a site, because\n * an absent host settles at `orgId: null`, and a null org builds no\n * reference, opens no listener and leaves the page loading forever.\n *\n * Several surfaces still need ONE site: the feed an activity is filed in, the booking door, the consent basis, the\n * conversion. Under a site that is the mounted one. At the organization\n * level it is the lead's own first capturing site — `leadPrimaryGroup` —\n * the same answer `contactPrimaryGroup` gives the contact page, and the\n * same one the Leads list already converts a row as.\n */\nexport function LeadDetailPage(props: CrmDetailPageProps) {\n  const { id, hostId, org, basePath } = props\n  const firestore = useFirestore()\n  const routes = crmRoutes(basePath)\n  /*\n   * Resolved BEFORE the read that needs it (AGL-3275). A lead is an org row\n   * now, so the org has to be known to address one — and `scope` is null\n   * while the host-index lookup settles. Handing that null to `doc()` is a\n   * thrown `TypeError`, which the page renders as a 500 rather than as a\n   * record still loading.\n   */\n  const { scope, orgId, ready, consentGroup: viewingGroup } = useCrmScope({\n    hostId,\n    org,\n  })\n  const {\n    data: lead,\n    status,\n    fromCache,\n  } = useFirestoreDoc<LeadDocument>(\n    () => (scope ? doc(firestore, scope[0], scope[1], 'leads', id) : null),\n    [firestore, scope, id],\n  )\n  /*\n   * The group this lead is READ through: the mounted site's under a site,\n   * and the lead's own first capturing site at the organization level\n   * (AGL-3278). The consent basis is read against it — a refusal recorded\n   * for any sibling in a declared group stands against every one of them,\n   * so a group of one would report a person as opted in who had\n   * unsubscribed from the brand beside this one.\n   */\n  const leadGroup = useMemo(\n    () => viewingGroup ?? leadPrimaryGroup(lead, org as Record<string, unknown>),\n    [viewingGroup, lead, org],\n  )\n  /** The one site this page acts as, or null for a lead no site captured. */\n  const siteHostId = hostId ?? (leadGroup.hostId || null)\n  const roster = useOrgMemberOptions(orgId)\n  /*\n   * The campaigns, read once for the page (AGL-3274): the header names the\n   * ones the lead is filed under and the Campaigns card offers them. One\n   * listener, not one per surface. Under a site, the campaigns placed on\n   * it; at the organization level the lead is the org's record and so is\n   * every campaign it may be filed under.\n   */\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n  // A saved filing is written on the lead's Activity too (AGL-3274), one\n  // entry per campaign added or removed, by the member who saved it.\n  const logFiling = useCampaignFilingLog({\n    orgId,\n    hostId: siteHostId,\n    org: org as Record<string, unknown> | undefined,\n  })\n  const [converting, setConverting] = useState(false)\n  const [unqualifying, setUnqualifying] = useState(false)\n  // The Unqualified value the status select picked, if it named one (AGL-3512).\n  const [unqualifyAs, setUnqualifyAs] = useState<string | null>(null)\n  // The privacy erasure (AGL-2623), offered from the lead as from the\n  // contact: the same request, filed by the lead's address.\n  const leadEmail = lead ? normalizeContactEmail(lead['email']) : null\n  const erase = useErasePersonAction({\n    hostId: siteHostId,\n    orgId,\n    subject: lead && leadEmail ? { kind: 'lead', id, email: leadEmail } : null,\n    requestedAtMs: readErasureRequestedAtMs(lead),\n  })\n\n  const label = lead ? String(lead['name'] || lead['email'] || id) : undefined\n\n  /*\n   * A SETTLED lookup with no org is an answer, not a wait (AGL-3278). The\n   * spinner below is for a read in flight; standing on it once `ready` has\n   * said there is no org to read from is the endless \"Loading…\" this page\n   * shipped with.\n   */\n  const noOrg = ready && !scope\n  if (noOrg || status === 'error' || (status === 'success' && !lead)) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={LEAD_PAGE_HELP}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n      >\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {noOrg || status === 'error'\n            ? 'This lead could not be read.'\n            : 'This lead no longer exists — it may have been removed from the Inbox.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n  if (!lead) {\n    return (\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={undefined}\n        help={LEAD_PAGE_HELP}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        loading\n      />\n    )\n  }\n\n  return (\n    /* A task or an activity created from this page defaults to the lead's\n       own site, not to the site the reader last picked in a list's drawer\n       (AGL-2630) — as on every other record page. */\n    <CrmCreateSiteDefault hostId={siteHostId}>\n      {/* The properties card is the record's lead card: it publishes the\n          page heading and the trail, so the history card under it says what\n          it holds rather than repeating the name. */}\n      <Stack spacing={3}>\n        <LeadPropertiesCard\n          hostId={siteHostId}\n          consentGroup={leadGroup}\n          orgId={orgId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          basePath={basePath}\n          roster={roster}\n          onConvert={() => setConverting(true)}\n          onUnqualify={(statusLabel) => {\n            setUnqualifyAs(statusLabel ?? null)\n            setUnqualifying(true)\n          }}\n          extraMenuItems={erase.menuItems}\n          banner={erase.banner}\n          erasurePending={erase.pendingSinceMs !== null}\n          org={org}\n          // The campaigns the lead is filed under (AGL-3274), by name\n          // beside the status. An id no container answers for draws no\n          // chip: the card below keeps it, the header only names.\n          extraChips={[\n            // Seen here only through a share (AGL-3336): who shared it.\n            <CrmShareChipView\n              key=\"shared\"\n              chip={crmShareChipFor(lead, viewingGroup?.hostIds ?? [])}\n              org={org}\n            />,\n            ...leadCampaignNames(lead, campaigns.options).map((name) => (\n              <CrmRecordChip key={name} label=\"Campaign\" value={name} />\n            )),\n          ]}\n        />\n        {/* What an assistant says about where the lead stands (AGL-2917): read on its own site. */}\n        <CrmRecordInsightsZone\n          hostId={siteHostId}\n          org={org as Record<string, unknown> | undefined}\n          kind=\"lead\"\n          recordId={id}\n          name={label ?? ''}\n        />\n        <LeadCampaignsCard\n          hostId={siteHostId}\n          leadId={id}\n          lead={lead}\n          leadStatus={status}\n          fromCache={fromCache}\n          options={campaigns.options}\n          optionsReady={campaigns.ready}\n          onFiled={({ added, removed }) => {\n            const named = (ids: string[]) =>\n              ids.map((campaignId) => ({\n                id: campaignId,\n                name: campaigns.options.find((option) => option.value === campaignId)?.label ?? '',\n              }))\n            void logFiling({ leadId: id }, { filed: named(added), removed: named(removed) })\n          }}\n        />\n        <LeadHistoryCard hostId={siteHostId} leadId={id} lead={lead} />\n        {/* Where the lead is visible and why, and a manager's share (AGL-3336). */}\n        <RecordSharingCard\n          object=\"leads\"\n          id={id}\n          record={lead}\n          hostId={hostId ?? null}\n          orgId={orgId}\n          org={org}\n          viewingHostIds={viewingGroup?.hostIds}\n        />\n        <RecordActivityCard hostId={siteHostId} org={org} leadId={id} />\n      </Stack>\n      <LeadConvertDialog\n        open={converting}\n        onClose={() => setConverting(false)}\n        hostId={siteHostId}\n        orgId={orgId}\n        org={org as Record<string, unknown> | undefined}\n        leadId={id}\n        lead={lead}\n        basePath={basePath}\n        roster={roster}\n      />\n      <LeadUnqualifyDialog\n        open={unqualifying}\n        onClose={() => setUnqualifying(false)}\n        hostId={siteHostId}\n        leadId={id}\n        leadLabel={label ?? id}\n        statusLabel={unqualifyAs}\n      />\n      {erase.dialog}\n    </CrmCreateSiteDefault>\n  )\n}\nLeadDetailPage.displayName = 'LeadDetailPage'\n\nexport default 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package/src/lib/components/lead-history-card.js

@@ -100,7 +100,7 @@ function Fact(props) {
     return /*#__PURE__*/ _jsx(CardDisplay, {
         header: 'Captured history',
         help: pluginDocsHelp('crmLeads', {
-            anchor: '#a-leads-page'
+            anchor: '#captured-history'
         }),
         contentGutterX: true,
         contentGutterY: true,