@aglyn/plugins-crm 1.0.0-beta.273 → 1.0.0-beta.275

package/README.md

@@ -32,7 +32,7 @@ The CRM is console-only. Its records live in Firestore and it has no canvas comp
 - A **CRM** nav item and hub at `/crm`, with the sections Contacts, Leads, Companies, Deals, Tasks, Reports, Fields and Settings as routes beneath it. The old `/contacts` address redirects to the hub. The hub is code-split, requires the `data.manage` permission, and sits behind the `crm` feature flag.
 - Dashboard widgets "Tasks due" and "CRM at a glance" in both the `hostDashboard` (one site) and `orgDashboard` (whole organization) slots.
 - A "Saves to contact fields" widget in the `formContactFields` slot, a zone the forms plugin hosts on a form's page.
-- Two zones the CRM hosts for other plugins to draw in: one for booking a meeting from a record, and one that says which campaign or link a record came from.
+- Three zones the CRM hosts for other plugins to draw in: one for booking a meeting from a record, one that says which campaign or link a record came from, and one before a contact's or a lead's Send email for another way to write to the person, such as answering them in a sequence's thread.
 - The CRM's record routes, so other surfaces can link to a record.
 - Record count sources for `lead` (the leads a site captured) and `contact` (the organization's, a count that crosses sites) (`plugin-record-counts`), which a campaign's conversion report divides by.
 

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.273",
+  "version": "1.0.0-beta.275",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,19 +25,19 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.273",
-    "@aglyn/shared-data-enums": "1.0.0-beta.273",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.273",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.273",
-    "@aglyn/shared-ui-next": "1.0.0-beta.273",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.273",
-    "@aglyn/shared-util-email": "1.0.0-beta.273",
-    "@aglyn/shared-util-http": "1.0.0-beta.273",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.273",
-    "@aglyn/shared-util-tools": "1.0.0-beta.273",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.273",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.273",
-    "@aglyn/tenant-runtime": "1.0.0-beta.273",
+    "@aglyn/aglyn": "1.0.0-beta.275",
+    "@aglyn/shared-data-enums": "1.0.0-beta.275",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.275",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.275",
+    "@aglyn/shared-ui-next": "1.0.0-beta.275",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.275",
+    "@aglyn/shared-util-email": "1.0.0-beta.275",
+    "@aglyn/shared-util-http": "1.0.0-beta.275",
+    "@aglyn/shared-util-timestamp": "1.0.0-beta.275",
+    "@aglyn/shared-util-tools": "1.0.0-beta.275",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.275",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.275",
+    "@aglyn/tenant-runtime": "1.0.0-beta.275",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

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

@@ -42,6 +42,7 @@ import ContactPropertiesCard from "./contact-properties-card.js";
 import ContactTimelineCard from "./contact-timeline-card.js";
 import { AddToListButton } from "./add-to-list-button.js";
 import { useBookingDoor } from "./crm-booking-zone.js";
+import { CrmRecordEmailActionsZone } from "./crm-email-actions-zone.js";
 import { CrmSendEmailButton } from "./crm-send-email-button.js";
 import { ContactDealsCard } from "./contact-deals-card.js";
 import { CrmCallButton } from "./crm-call-actions.js";
@@ -350,6 +351,14 @@ const contactDocsHelp = pluginDocsHelp('contactRecord', {
                                 doNotCall: record.doNotCall,
                                 suiteLocked: !suiteIncluded
                             }),
+                            /*#__PURE__*/ _jsx(CrmRecordEmailActionsZone, {
+                                hostId: siteHostId,
+                                org: org,
+                                kind: "contact",
+                                recordId: id,
+                                name: record.name,
+                                email: record.email || null
+                            }),
                             /*#__PURE__*/ _jsx(CrmSendEmailButton, {
                                 hostId: siteHostId,
                                 org: org,

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-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 * as Aglyn from '@aglyn/aglyn'\nimport { CONTACT_LIFECYCLE_STAGE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\nimport {\n  pluginRecordByEmailHref,\n  pluginRecordHref,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { mdiDeleteOutline, mdiMerge } from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { Stack, Tooltip, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useParams, useRouter } from 'next/navigation'\nimport { useCallback, useMemo } from 'react'\nimport { useContactRemove } from '../hooks/use-contact-remove'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { CrmCreateSiteDefault, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { contactPrimaryGroup, contactRecordFromDoc } from '../model/contact-record'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport ContactAssociationsCard from './contact-associations-card'\nimport ContactDuplicatesCard from './contact-duplicates-card'\nimport ContactKnownByCard from './contact-known-by-card'\nimport ContactMergeDialog, { useContactMergeDialog } from './contact-merge-dialog'\nimport ContactPropertiesCard from './contact-properties-card'\nimport ContactTimelineCard from './contact-timeline-card'\nimport { AddToListButton } from './add-to-list-button'\nimport { useBookingDoor } from './crm-booking-zone'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport { ContactDealsCard } from './contact-deals-card'\nimport { CrmCallButton } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmAccountLockChip, CrmEmailGatewayChip } from './crm-email-check'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { CrmSuiteNotice, crmSuiteIncluded, crmSuiteLockedReason } from './crm-suite-lock'\nimport { useErasePersonAction } from './erase-person-action'\nimport RecordFilesCard from './record-files-card'\nimport { CrmShareChipView, RecordSharingCard } from './record-sharing-card'\nimport { RecordTasksCard } from './record-tasks-card'\nimport { useSiteRouteContext } from './use-site-route-context'\nimport { useOrgMembers } from './use-org-members'\n\nconst contactDocsHelp = pluginDocsHelp('contactRecord', { anchor: '#the-record-page' })\n\n/**\n * `/crm/contacts/{contactId}` — one person (AGL-2596).\n *\n * A ROUTE rather than the v1 drawer, because a person is the thing every\n * other CRM record points at: a deal, a task and an activity all name a\n * contact, and a link that opens a drawer on top of a list is not a link\n * anybody can paste.\n *\n * ## What this page reads\n *\n * ONE document, by id, through the scoped rules — a single-document get is\n * judged on that document's own `visibleTo`, so no `array-contains-any`\n * filter is needed here the way it is on the list. The row is then flattened\n * through the viewing group's facet ONCE (`contactRecordFromDoc`) and the\n * cards below read the flat record: none of them reaches into\n * `facets.{groupId}` for itself, which is what keeps a card from ever\n * showing another holder's notes.\n *\n * Beyond the document: the team roster (one request, for the owner picker)\n * and the site's campaigns (one listen, for the filing picker) — both paid\n * here because opening a record IS the ask for them, and neither is paid by\n * the list.\n *\n * ## The cards\n *\n * Each in its own file, so a card can grow without this page growing:\n * properties (the editable profile, with the org's custom fields under it),\n * the relationship (sources, attribution, consent, campaign filing) and the\n * timeline. Other CRM sections add a card here by inserting one import and\n * one line.\n *\n * ## Delete is a detach\n *\n * The row is shared by every site that has captured this person, so the\n * action in the overflow menu drops THIS group's facet, consent, attribution\n * and scope tokens, and deletes the document only when nobody else is left\n * holding it. `crm/contact-remove` decides which against the stored\n * document and keeps any marketing refusal the person gave (AGL-3338); the\n * rules refuse a client the write. Not the erasure path: a privacy erasure\n * removes the person regardless of who else holds them.\n */\nexport function ContactDetailPage(props: CrmDetailPageProps) {\n  const { hostId, org, id, basePath } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  // The org root, the viewing group and what this viewer may list — the\n  // merge search's and the duplicates query's one clause — from the one\n  // scope hook (AGL-2614); at the organization level the group is `null`\n  // and resolved per person below, and the listeners carry no clause\n  // (AGL-2630).\n  const {\n    scope,\n    orgId,\n    consentGroup: viewingGroup,\n    visibleTo,\n  } = useCrmScope({ hostId, org })\n  const mount = useCrmOrgMount()\n  const merge = useContactMergeDialog()\n  /*\n   * THE CRM (AGL-2788). This page is the CRM's, and the shell mounts no CRM\n   * page for a plan without it (AGL-2851). What locks below — owner, stage\n   * and company; tasks, deals, files and custom fields; a logged call or\n   * activity; one-to-one email; a merge — draws only for an org whose plan\n   * lacks the CRM. The shell mounted this page once the org had settled, so\n   * this is the plan, not a paint of the org still loading.\n   */\n  const suiteIncluded = crmSuiteIncluded(org)\n\n  const {\n    data: row,\n    status,\n    fromCache,\n  } = useFirestoreDoc<Record<string, any>>(\n    () => (scope ? doc(firestore, scope[0], scope[1], 'contacts', id) : null),\n    [firestore, scope, id],\n    { idField: '$id' },\n  )\n  /*\n   * The controller this page is showing. Under a site: the sites declared\n   * to be one sender, or this site alone — resolved from the org document\n   * the shell already passed, so it costs no read. At the ORGANIZATION\n   * level: the person's own PRIMARY holder, the first capturing site's\n   * group, so an org-wide member reads the profile that site keeps and an\n   * edit goes back to the same facet; the \"Known by\" card says which other\n   * sites hold one.\n   */\n  const consentGroup = useMemo(\n    () => viewingGroup ?? contactPrimaryGroup(row, org as Record<string, unknown>),\n    [viewingGroup, row, org],\n  )\n  /**\n   * The SITE the page acts as, for what needs one — the lead lookup, the\n   * campaign filing, the site's activity feed: the mounted site, or the\n   * primary holder's, or nothing for a row no site has captured.\n   */\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 record = useMemo(\n    () => (row ? contactRecordFromDoc(row, consentGroup) : null),\n    [row, consentGroup],\n  )\n  const notFound = Boolean(scope) && status !== 'loading' && !row\n  /** How the site the delete detaches from is named — see `handleRemove`. */\n  const siteLabel = hostId\n    ? 'this site'\n    : siteHostId\n      ? (mount?.siteName(siteHostId) ?? siteHostId)\n      : 'its site'\n\n  // The roster, for the owner picker and the owner's name — read because a\n  // record page is the one place both are shown.\n  const members = useOrgMembers(orgId, { enabled: Boolean(record) })\n  /*\n   * Where this person's ORDERS are read (AGL-2622): the site's orders list,\n   * narrowed to their address, at the address the plugin that keeps orders\n   * publishes. The count on the header is the number; the list is the rows.\n   * Built from the route params already in the URL, so no document is read\n   * to draw a link, and absent off a site — the org-level mount has no\n   * orders list to point at — and where no plugin keeps orders.\n   */\n  const params = useParams<{ orgSlug?: string; host?: string }>()\n  const ordersHref =\n    params?.orgSlug && params?.host && record?.email\n      ? pluginRecordByEmailHref(\n          'order',\n          { orgSlug: String(params.orgSlug), host: String(params.host) },\n          record.email,\n        )\n      : null\n  /*\n   * Where this person's BOOKINGS are read (AGL-2660): the site's Bookings\n   * page narrowed to their address, under the same match rule the booking\n   * row's own \"View in CRM\" uses. Offered only where the site has a booking\n   * door — a site that never enabled Bookings should not carry the row. At\n   * the organization level the capturing site's page, addressed through\n   * the subdomain the mount knows it by.\n   */\n  const bookingDoor = useBookingDoor(siteHostId, org)\n  const siteSlug = params?.host\n    ? String(params.host)\n    : siteHostId && mount\n      ? mount.siteSubdomain(siteHostId)\n      : null\n  const bookingsHref =\n    bookingDoor.open && params?.orgSlug && siteSlug && record?.email\n      ? pluginRecordByEmailHref(\n          'booking',\n          { orgSlug: String(params.orgSlug), host: siteSlug },\n          record.email,\n        )\n      : null\n\n  /*\n   * Where a campaign entry on the timeline links to: the email's own report\n   * (AGL-2616), at the address the plugin that keeps messages publishes as\n   * `emailMessage` (AGL-3080). Only a campaign THIS site sent can be\n   * addressed — a sibling site in the same consent group has pages of its\n   * own under a subdomain this page does not know — so the builder answers\n   * `null` for those, and where nothing publishes the kind, and the entry\n   * draws unlinked.\n   */\n  const siteRoute = useSiteRouteContext()\n  const campaignHref = useCallback(\n    (email: Aglyn.ContactCampaignEmail) =>\n      siteRoute && email.hostId === hostId\n        ? pluginRecordHref('emailMessage', siteRoute, email.campaignId)\n        : null,\n    [siteRoute, hostId],\n  )\n\n  const contactRemove = useContactRemove(hostId)\n  const handleRemove = useCallback(async () => {\n    if (!row || !scope) return\n    const confirmed = await confirm({\n      title: 'Delete this contact?',\n      description:\n        `\"${record?.email ?? id}\" is removed from ${siteLabel}'s ` +\n        'Contacts, along with its notes, tags and timeline. Other sites ' +\n        'that captured the same person keep their own records. Their form ' +\n        'submissions, orders, bookings, and membership records are ' +\n        'separate — delete those from their own pages if the request ' +\n        'covers them.',\n      confirmationText: 'Delete contact',\n      confirmationButtonProps: { color: 'error' },\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    try {\n      // The route decides against the stored document, keeps any refusal,\n      // and restamps what the Contacts list filters by (AGL-3338).\n      const removed = await contactRemove.removeOne(id)\n      // `siteLabel` and not \"this site\": at the organization level the line\n      // lands in a feed that spans every site, so it has to name the one.\n      logActivity(`Removed contact from ${siteLabel}`, {\n        type: 'contact',\n        id,\n        name: record?.name || record?.email,\n      })\n      enqueueSnackbar(\n        removed === 'deleted'\n          ? 'Contact deleted'\n          : `Contact removed from ${siteLabel}`,\n        { variant: 'success', persist: false },\n      )\n      router.push(routes.section('contacts'))\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    }\n  }, [\n    confirm,\n    contactRemove,\n    enqueueSnackbar,\n    id,\n    logActivity,\n    record,\n    router,\n    routes,\n    row,\n    scope,\n    siteLabel,\n  ])\n\n  const overflowItems: RowActionsMenuItem[] = [\n    /*\n     * Two records for one person become one (AGL-2625). Opened empty, to be\n     * searched, with the OTHER record surviving: a reader on the record they\n     * want gone says \"merge this into…\". The dialog lets them switch.\n     */\n    {\n      key: 'merge',\n      label: 'Merge into…',\n      icon: <MdiIcon path={mdiMerge.path} size={0.8} />,\n      disabled: !row || !suiteIncluded,\n      disabledReason: suiteIncluded ? 'The contact has not loaded' : crmSuiteLockedReason(),\n      onClick: () => merge.open(),\n    },\n    {\n      key: 'remove',\n      label: 'Delete contact',\n      icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n      destructive: true,\n      disabled: !row,\n      disabledReason: 'The contact has not loaded',\n      onClick: () => void handleRemove(),\n    },\n  ]\n  // The privacy erasure (AGL-2623): its item joins the overflow, its banner\n  // sits under the header while a request waits, its dialog renders once.\n  const erase = useErasePersonAction({\n    // Filed as the site the page acts as — at the organization level the\n    // person's primary holder (AGL-2630).\n    hostId: siteHostId,\n    orgId,\n    subject: record ? { kind: 'contact', id, email: record.email } : null,\n    requestedAtMs: Aglyn.readErasureRequestedAtMs(row),\n  })\n\n  if (notFound) {\n    return (\n      <CrmRecordHeader\n        kind=\"Contact\"\n        title={undefined}\n        help={contactDocsHelp}\n        backHref={routes.section('contacts')}\n        backLabel=\"Back to contacts\"\n      >\n        {/*\n         * Not \"no data\". A contact that cannot be read is a different\n         * situation from one with an empty profile — it may have been\n         * removed from this site, or be held only by a site this reader\n         * cannot see.\n         */}\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'This contact could not be loaded. It may have been removed from this site.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n\n  return (\n    // A create opened from this page — a task, an activity, a deal — files\n    // under the site that captured this person unless the reader says\n    // otherwise (AGL-2630).\n    <CrmCreateSiteDefault hostId={siteHostId}>\n    <Stack spacing={3}>\n      <CrmRecordHeader\n        kind=\"Contact\"\n        title={record ? record.name || record.email : undefined}\n        // The identity, and the other addresses a merge folded into it.\n        subtitle={\n          record\n            ? [record.email, ...record.alternateEmails.map((email) => `also ${email}`)].join(' · ')\n            : undefined\n        }\n        help={contactDocsHelp}\n        backHref={routes.section('contacts')}\n        backLabel=\"Back to contacts\"\n        actions={\n          record ? (\n            <>\n              <AddToListButton hostId={hostId} org={org} contactId={id} email={record.email} />\n              {/* Dial the number, and log the call it was (AGL-2661). */}\n              <CrmCallButton\n                hostId={siteHostId}\n                org={org}\n                link={{ contactId: id }}\n                // The main number, or the mobile when that is all there is (AGL-3515).\n                phone={record.phone || record.mobilePhone}\n                doNotCall={record.doNotCall}\n                suiteLocked={!suiteIncluded}\n              />\n              <CrmSendEmailButton\n                hostId={siteHostId}\n                org={org}\n                contactId={id}\n                email={record.email}\n                name={record.name}\n                emailState={record.emailState}\n                suiteLocked={!suiteIncluded}\n              />\n            </>\n          ) : null\n        }\n        menuItems={[...overflowItems, ...erase.menuItems]}\n        // The booking door (AGL-2660): this site's services, or at the\n        // organization level the capturing site's.\n        booking={record ? { hostId: siteHostId, org, kind: 'contact', recordId: id } : undefined}\n        loading={!record}\n        chips={\n          record ? (\n            <>\n              {/* The verdict on the address (AGL-3245), first: a bounce or a\n                  do-not-contact mark is what a person deciding to write must see. */}\n              <CrmEmailStateChip state={record.emailState} />\n              {/* Seen here only through a share (AGL-3336): who shared it. */}\n              <CrmShareChipView chip={crmShareChipFor(row, viewingGroup?.hostIds ?? [])} org={org} />\n              {/* The mail gateway in front of the address (AGL-3328). */}\n              <CrmEmailGatewayChip\n                hostId={siteHostId}\n                email={record.email}\n                emailState={record.emailState}\n                enabled={suiteIncluded}\n              />\n              <CrmAccountLockChip\n                hostId={siteHostId}\n                email={record.email}\n                enabled={suiteIncluded}\n              />\n              <CrmRecordChip\n                label=\"Stage\"\n                value={\n                  record.lifecycleStage\n                    ? CONTACT_LIFECYCLE_STAGE_LABELS[record.lifecycleStage]\n                    : undefined\n                }\n              />\n              <CrmRecordChip\n                label=\"Owner\"\n                value={record.ownerUid ? members.memberName(record.ownerUid) : undefined}\n              />\n              {/*\n                The last time they opened or clicked one of this site's\n                campaigns (AGL-2616) — the relationship's pulse, beside the\n                owner who keeps it.\n              */}\n              <CrmRecordChip\n                label=\"Last engaged\"\n                value={\n                  record.lastEmailEngagementAtMs ? (\n                    <Tooltip title={new Date(record.lastEmailEngagementAtMs).toLocaleString()}>\n                      <span>\n                        {Aglyn.activityTimeLabel(record.lastEmailEngagementAtMs, Date.now())}\n                      </span>\n                    </Tooltip>\n                  ) : undefined\n                }\n              />\n              <CrmRecordChip\n                label=\"Orders\"\n                value={\n                  record.ordersCount > 0 ? (\n                    ordersHref ? (\n                      <AppLink href={ordersHref} color=\"inherit\" underline=\"hover\">\n                        {`${record.ordersCount.toLocaleString()} · $${(record.ltvCents / 100).toFixed(2)} lifetime`}\n                      </AppLink>\n                    ) : (\n                      `${record.ordersCount.toLocaleString()} · $${(record.ltvCents / 100).toFixed(2)} lifetime`\n                    )\n                  ) : undefined\n                }\n              />\n            </>\n          ) : null\n        }\n      >\n        {erase.banner}\n      </CrmRecordHeader>\n      {record && row && scope ? (\n        <>\n          {suiteIncluded ? null : (\n            <CrmSuiteNotice>\n              {'Working this contact — the owner, stage and company, tasks, ' +\n                'deals, files and custom fields, logging a call or an activity, ' +\n                'one-to-one email and merging duplicates — is part of the CRM.'}\n            </CrmSuiteNotice>\n          )}\n          {/*\n            The cross-site fact, at the organization level only (AGL-2630):\n            which sites know this person, and their consent for each. Under\n            a site the page IS one site's view and the card would say so on\n            every record.\n          */}\n          {/* What an assistant proposes about the person (AGL-2917), where the plan works a contact. */}\n          {suiteIncluded ? (\n            <CrmRecordInsightsZone\n              hostId={hostId}\n              org={org as Record<string, unknown> | undefined}\n              kind=\"contact\"\n              recordId={id}\n              name={record.name || record.email}\n              taskLink={{ contactId: id }}\n            />\n          ) : null}\n          {mount ? <ContactKnownByCard row={row} contactId={id} org={org} /> : null}\n          {/* Where the person is visible and why, and a manager's share (AGL-3336). */}\n          <RecordSharingCard\n            object=\"contacts\"\n            id={id}\n            record={row}\n            hostId={hostId ?? null}\n            orgId={orgId}\n            org={org}\n            viewingHostIds={viewingGroup?.hostIds}\n          />\n          <ContactPropertiesCard\n            hostId={hostId}\n            org={org}\n            record={record}\n            orgId={orgId}\n            consentGroup={consentGroup}\n            seed={{ status, fromCache }}\n            members={members}\n            suiteLocked={!suiteIncluded}\n          />\n          <ContactAssociationsCard\n            hostId={siteHostId}\n            record={record}\n            row={row}\n            consentGroup={consentGroup}\n            seed={{ status, fromCache }}\n            basePath={basePath}\n            bookingsHref={bookingsHref}\n          />\n          <ContactTimelineCard\n            hostId={hostId}\n            org={org}\n            contactId={id}\n            contact={row}\n            campaignHref={campaignHref}\n            suiteLocked={!suiteIncluded}\n          />\n          {/*\n            On a plan without the CRM, the cards that only work a record —\n            deals, tasks, files — are named in the notice above rather than\n            drawn as upsells in a row.\n          */}\n          {suiteIncluded ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-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 * as Aglyn from '@aglyn/aglyn'\nimport { CONTACT_LIFECYCLE_STAGE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\nimport {\n  pluginRecordByEmailHref,\n  pluginRecordHref,\n} from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { mdiDeleteOutline, mdiMerge } from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { Stack, Tooltip, Typography } from '@mui/material'\nimport { doc } from 'firebase/firestore'\nimport { useParams, useRouter } from 'next/navigation'\nimport { useCallback, useMemo } from 'react'\nimport { useContactRemove } from '../hooks/use-contact-remove'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { CrmCreateSiteDefault, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmShareChipFor } from '../model/crm-sharing'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { contactPrimaryGroup, contactRecordFromDoc } from '../model/contact-record'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport ContactAssociationsCard from './contact-associations-card'\nimport ContactDuplicatesCard from './contact-duplicates-card'\nimport ContactKnownByCard from './contact-known-by-card'\nimport ContactMergeDialog, { useContactMergeDialog } from './contact-merge-dialog'\nimport ContactPropertiesCard from './contact-properties-card'\nimport ContactTimelineCard from './contact-timeline-card'\nimport { AddToListButton } from './add-to-list-button'\nimport { useBookingDoor } from './crm-booking-zone'\nimport { CrmRecordEmailActionsZone } from './crm-email-actions-zone'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport { ContactDealsCard } from './contact-deals-card'\nimport { CrmCallButton } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmAccountLockChip, CrmEmailGatewayChip } from './crm-email-check'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { CrmSuiteNotice, crmSuiteIncluded, crmSuiteLockedReason } from './crm-suite-lock'\nimport { useErasePersonAction } from './erase-person-action'\nimport RecordFilesCard from './record-files-card'\nimport { CrmShareChipView, RecordSharingCard } from './record-sharing-card'\nimport { RecordTasksCard } from './record-tasks-card'\nimport { useSiteRouteContext } from './use-site-route-context'\nimport { useOrgMembers } from './use-org-members'\n\nconst contactDocsHelp = pluginDocsHelp('contactRecord', { anchor: '#the-record-page' })\n\n/**\n * `/crm/contacts/{contactId}` — one person (AGL-2596).\n *\n * A ROUTE rather than the v1 drawer, because a person is the thing every\n * other CRM record points at: a deal, a task and an activity all name a\n * contact, and a link that opens a drawer on top of a list is not a link\n * anybody can paste.\n *\n * ## What this page reads\n *\n * ONE document, by id, through the scoped rules — a single-document get is\n * judged on that document's own `visibleTo`, so no `array-contains-any`\n * filter is needed here the way it is on the list. The row is then flattened\n * through the viewing group's facet ONCE (`contactRecordFromDoc`) and the\n * cards below read the flat record: none of them reaches into\n * `facets.{groupId}` for itself, which is what keeps a card from ever\n * showing another holder's notes.\n *\n * Beyond the document: the team roster (one request, for the owner picker)\n * and the site's campaigns (one listen, for the filing picker) — both paid\n * here because opening a record IS the ask for them, and neither is paid by\n * the list.\n *\n * ## The cards\n *\n * Each in its own file, so a card can grow without this page growing:\n * properties (the editable profile, with the org's custom fields under it),\n * the relationship (sources, attribution, consent, campaign filing) and the\n * timeline. Other CRM sections add a card here by inserting one import and\n * one line.\n *\n * ## Delete is a detach\n *\n * The row is shared by every site that has captured this person, so the\n * action in the overflow menu drops THIS group's facet, consent, attribution\n * and scope tokens, and deletes the document only when nobody else is left\n * holding it. `crm/contact-remove` decides which against the stored\n * document and keeps any marketing refusal the person gave (AGL-3338); the\n * rules refuse a client the write. Not the erasure path: a privacy erasure\n * removes the person regardless of who else holds them.\n */\nexport function ContactDetailPage(props: CrmDetailPageProps) {\n  const { hostId, org, id, basePath } = props\n  const routes = crmRoutes(basePath)\n  const router = useRouter()\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  // The org root, the viewing group and what this viewer may list — the\n  // merge search's and the duplicates query's one clause — from the one\n  // scope hook (AGL-2614); at the organization level the group is `null`\n  // and resolved per person below, and the listeners carry no clause\n  // (AGL-2630).\n  const {\n    scope,\n    orgId,\n    consentGroup: viewingGroup,\n    visibleTo,\n  } = useCrmScope({ hostId, org })\n  const mount = useCrmOrgMount()\n  const merge = useContactMergeDialog()\n  /*\n   * THE CRM (AGL-2788). This page is the CRM's, and the shell mounts no CRM\n   * page for a plan without it (AGL-2851). What locks below — owner, stage\n   * and company; tasks, deals, files and custom fields; a logged call or\n   * activity; one-to-one email; a merge — draws only for an org whose plan\n   * lacks the CRM. The shell mounted this page once the org had settled, so\n   * this is the plan, not a paint of the org still loading.\n   */\n  const suiteIncluded = crmSuiteIncluded(org)\n\n  const {\n    data: row,\n    status,\n    fromCache,\n  } = useFirestoreDoc<Record<string, any>>(\n    () => (scope ? doc(firestore, scope[0], scope[1], 'contacts', id) : null),\n    [firestore, scope, id],\n    { idField: '$id' },\n  )\n  /*\n   * The controller this page is showing. Under a site: the sites declared\n   * to be one sender, or this site alone — resolved from the org document\n   * the shell already passed, so it costs no read. At the ORGANIZATION\n   * level: the person's own PRIMARY holder, the first capturing site's\n   * group, so an org-wide member reads the profile that site keeps and an\n   * edit goes back to the same facet; the \"Known by\" card says which other\n   * sites hold one.\n   */\n  const consentGroup = useMemo(\n    () => viewingGroup ?? contactPrimaryGroup(row, org as Record<string, unknown>),\n    [viewingGroup, row, org],\n  )\n  /**\n   * The SITE the page acts as, for what needs one — the lead lookup, the\n   * campaign filing, the site's activity feed: the mounted site, or the\n   * primary holder's, or nothing for a row no site has captured.\n   */\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 record = useMemo(\n    () => (row ? contactRecordFromDoc(row, consentGroup) : null),\n    [row, consentGroup],\n  )\n  const notFound = Boolean(scope) && status !== 'loading' && !row\n  /** How the site the delete detaches from is named — see `handleRemove`. */\n  const siteLabel = hostId\n    ? 'this site'\n    : siteHostId\n      ? (mount?.siteName(siteHostId) ?? siteHostId)\n      : 'its site'\n\n  // The roster, for the owner picker and the owner's name — read because a\n  // record page is the one place both are shown.\n  const members = useOrgMembers(orgId, { enabled: Boolean(record) })\n  /*\n   * Where this person's ORDERS are read (AGL-2622): the site's orders list,\n   * narrowed to their address, at the address the plugin that keeps orders\n   * publishes. The count on the header is the number; the list is the rows.\n   * Built from the route params already in the URL, so no document is read\n   * to draw a link, and absent off a site — the org-level mount has no\n   * orders list to point at — and where no plugin keeps orders.\n   */\n  const params = useParams<{ orgSlug?: string; host?: string }>()\n  const ordersHref =\n    params?.orgSlug && params?.host && record?.email\n      ? pluginRecordByEmailHref(\n          'order',\n          { orgSlug: String(params.orgSlug), host: String(params.host) },\n          record.email,\n        )\n      : null\n  /*\n   * Where this person's BOOKINGS are read (AGL-2660): the site's Bookings\n   * page narrowed to their address, under the same match rule the booking\n   * row's own \"View in CRM\" uses. Offered only where the site has a booking\n   * door — a site that never enabled Bookings should not carry the row. At\n   * the organization level the capturing site's page, addressed through\n   * the subdomain the mount knows it by.\n   */\n  const bookingDoor = useBookingDoor(siteHostId, org)\n  const siteSlug = params?.host\n    ? String(params.host)\n    : siteHostId && mount\n      ? mount.siteSubdomain(siteHostId)\n      : null\n  const bookingsHref =\n    bookingDoor.open && params?.orgSlug && siteSlug && record?.email\n      ? pluginRecordByEmailHref(\n          'booking',\n          { orgSlug: String(params.orgSlug), host: siteSlug },\n          record.email,\n        )\n      : null\n\n  /*\n   * Where a campaign entry on the timeline links to: the email's own report\n   * (AGL-2616), at the address the plugin that keeps messages publishes as\n   * `emailMessage` (AGL-3080). Only a campaign THIS site sent can be\n   * addressed — a sibling site in the same consent group has pages of its\n   * own under a subdomain this page does not know — so the builder answers\n   * `null` for those, and where nothing publishes the kind, and the entry\n   * draws unlinked.\n   */\n  const siteRoute = useSiteRouteContext()\n  const campaignHref = useCallback(\n    (email: Aglyn.ContactCampaignEmail) =>\n      siteRoute && email.hostId === hostId\n        ? pluginRecordHref('emailMessage', siteRoute, email.campaignId)\n        : null,\n    [siteRoute, hostId],\n  )\n\n  const contactRemove = useContactRemove(hostId)\n  const handleRemove = useCallback(async () => {\n    if (!row || !scope) return\n    const confirmed = await confirm({\n      title: 'Delete this contact?',\n      description:\n        `\"${record?.email ?? id}\" is removed from ${siteLabel}'s ` +\n        'Contacts, along with its notes, tags and timeline. Other sites ' +\n        'that captured the same person keep their own records. Their form ' +\n        'submissions, orders, bookings, and membership records are ' +\n        'separate — delete those from their own pages if the request ' +\n        'covers them.',\n      confirmationText: 'Delete contact',\n      confirmationButtonProps: { color: 'error' },\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    try {\n      // The route decides against the stored document, keeps any refusal,\n      // and restamps what the Contacts list filters by (AGL-3338).\n      const removed = await contactRemove.removeOne(id)\n      // `siteLabel` and not \"this site\": at the organization level the line\n      // lands in a feed that spans every site, so it has to name the one.\n      logActivity(`Removed contact from ${siteLabel}`, {\n        type: 'contact',\n        id,\n        name: record?.name || record?.email,\n      })\n      enqueueSnackbar(\n        removed === 'deleted'\n          ? 'Contact deleted'\n          : `Contact removed from ${siteLabel}`,\n        { variant: 'success', persist: false },\n      )\n      router.push(routes.section('contacts'))\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    }\n  }, [\n    confirm,\n    contactRemove,\n    enqueueSnackbar,\n    id,\n    logActivity,\n    record,\n    router,\n    routes,\n    row,\n    scope,\n    siteLabel,\n  ])\n\n  const overflowItems: RowActionsMenuItem[] = [\n    /*\n     * Two records for one person become one (AGL-2625). Opened empty, to be\n     * searched, with the OTHER record surviving: a reader on the record they\n     * want gone says \"merge this into…\". The dialog lets them switch.\n     */\n    {\n      key: 'merge',\n      label: 'Merge into…',\n      icon: <MdiIcon path={mdiMerge.path} size={0.8} />,\n      disabled: !row || !suiteIncluded,\n      disabledReason: suiteIncluded ? 'The contact has not loaded' : crmSuiteLockedReason(),\n      onClick: () => merge.open(),\n    },\n    {\n      key: 'remove',\n      label: 'Delete contact',\n      icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n      destructive: true,\n      disabled: !row,\n      disabledReason: 'The contact has not loaded',\n      onClick: () => void handleRemove(),\n    },\n  ]\n  // The privacy erasure (AGL-2623): its item joins the overflow, its banner\n  // sits under the header while a request waits, its dialog renders once.\n  const erase = useErasePersonAction({\n    // Filed as the site the page acts as — at the organization level the\n    // person's primary holder (AGL-2630).\n    hostId: siteHostId,\n    orgId,\n    subject: record ? { kind: 'contact', id, email: record.email } : null,\n    requestedAtMs: Aglyn.readErasureRequestedAtMs(row),\n  })\n\n  if (notFound) {\n    return (\n      <CrmRecordHeader\n        kind=\"Contact\"\n        title={undefined}\n        help={contactDocsHelp}\n        backHref={routes.section('contacts')}\n        backLabel=\"Back to contacts\"\n      >\n        {/*\n         * Not \"no data\". A contact that cannot be read is a different\n         * situation from one with an empty profile — it may have been\n         * removed from this site, or be held only by a site this reader\n         * cannot see.\n         */}\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'This contact could not be loaded. It may have been removed from this site.'}\n        </Typography>\n      </CrmRecordHeader>\n    )\n  }\n\n  return (\n    // A create opened from this page — a task, an activity, a deal — files\n    // under the site that captured this person unless the reader says\n    // otherwise (AGL-2630).\n    <CrmCreateSiteDefault hostId={siteHostId}>\n    <Stack spacing={3}>\n      <CrmRecordHeader\n        kind=\"Contact\"\n        title={record ? record.name || record.email : undefined}\n        // The identity, and the other addresses a merge folded into it.\n        subtitle={\n          record\n            ? [record.email, ...record.alternateEmails.map((email) => `also ${email}`)].join(' · ')\n            : undefined\n        }\n        help={contactDocsHelp}\n        backHref={routes.section('contacts')}\n        backLabel=\"Back to contacts\"\n        actions={\n          record ? (\n            <>\n              <AddToListButton hostId={hostId} org={org} contactId={id} email={record.email} />\n              {/* Dial the number, and log the call it was (AGL-2661). */}\n              <CrmCallButton\n                hostId={siteHostId}\n                org={org}\n                link={{ contactId: id }}\n                // The main number, or the mobile when that is all there is (AGL-3515).\n                phone={record.phone || record.mobilePhone}\n                doNotCall={record.doNotCall}\n                suiteLocked={!suiteIncluded}\n              />\n              {/* An answer in a thread another plugin keeps with them (AGL-4020), ahead of a new message. */}\n              <CrmRecordEmailActionsZone\n                hostId={siteHostId}\n                org={org}\n                kind=\"contact\"\n                recordId={id}\n                name={record.name}\n                email={record.email || null}\n              />\n              <CrmSendEmailButton\n                hostId={siteHostId}\n                org={org}\n                contactId={id}\n                email={record.email}\n                name={record.name}\n                emailState={record.emailState}\n                suiteLocked={!suiteIncluded}\n              />\n            </>\n          ) : null\n        }\n        menuItems={[...overflowItems, ...erase.menuItems]}\n        // The booking door (AGL-2660): this site's services, or at the\n        // organization level the capturing site's.\n        booking={record ? { hostId: siteHostId, org, kind: 'contact', recordId: id } : undefined}\n        loading={!record}\n        chips={\n          record ? (\n            <>\n              {/* The verdict on the address (AGL-3245), first: a bounce or a\n                  do-not-contact mark is what a person deciding to write must see. */}\n              <CrmEmailStateChip state={record.emailState} />\n              {/* Seen here only through a share (AGL-3336): who shared it. */}\n              <CrmShareChipView chip={crmShareChipFor(row, viewingGroup?.hostIds ?? [])} org={org} />\n              {/* The mail gateway in front of the address (AGL-3328). */}\n              <CrmEmailGatewayChip\n                hostId={siteHostId}\n                email={record.email}\n                emailState={record.emailState}\n                enabled={suiteIncluded}\n              />\n              <CrmAccountLockChip\n                hostId={siteHostId}\n                email={record.email}\n                enabled={suiteIncluded}\n              />\n              <CrmRecordChip\n                label=\"Stage\"\n                value={\n                  record.lifecycleStage\n                    ? CONTACT_LIFECYCLE_STAGE_LABELS[record.lifecycleStage]\n                    : undefined\n                }\n              />\n              <CrmRecordChip\n                label=\"Owner\"\n                value={record.ownerUid ? members.memberName(record.ownerUid) : undefined}\n              />\n              {/*\n                The last time they opened or clicked one of this site's\n                campaigns (AGL-2616) — the relationship's pulse, beside the\n                owner who keeps it.\n              */}\n              <CrmRecordChip\n                label=\"Last engaged\"\n                value={\n                  record.lastEmailEngagementAtMs ? (\n                    <Tooltip title={new Date(record.lastEmailEngagementAtMs).toLocaleString()}>\n                      <span>\n                        {Aglyn.activityTimeLabel(record.lastEmailEngagementAtMs, Date.now())}\n                      </span>\n                    </Tooltip>\n                  ) : undefined\n                }\n              />\n              <CrmRecordChip\n                label=\"Orders\"\n                value={\n                  record.ordersCount > 0 ? (\n                    ordersHref ? (\n                      <AppLink href={ordersHref} color=\"inherit\" underline=\"hover\">\n                        {`${record.ordersCount.toLocaleString()} · $${(record.ltvCents / 100).toFixed(2)} lifetime`}\n                      </AppLink>\n                    ) : (\n                      `${record.ordersCount.toLocaleString()} · $${(record.ltvCents / 100).toFixed(2)} lifetime`\n                    )\n                  ) : undefined\n                }\n              />\n            </>\n          ) : null\n        }\n      >\n        {erase.banner}\n      </CrmRecordHeader>\n      {record && row && scope ? (\n        <>\n          {suiteIncluded ? null : (\n            <CrmSuiteNotice>\n              {'Working this contact — the owner, stage and company, tasks, ' +\n                'deals, files and custom fields, logging a call or an activity, ' +\n                'one-to-one email and merging duplicates — is part of the CRM.'}\n            </CrmSuiteNotice>\n          )}\n          {/*\n            The cross-site fact, at the organization level only (AGL-2630):\n            which sites know this person, and their consent for each. Under\n            a site the page IS one site's view and the card would say so on\n            every record.\n          */}\n          {/* What an assistant proposes about the person (AGL-2917), where the plan works a contact. */}\n          {suiteIncluded ? (\n            <CrmRecordInsightsZone\n              hostId={hostId}\n              org={org as Record<string, unknown> | undefined}\n              kind=\"contact\"\n              recordId={id}\n              name={record.name || record.email}\n              taskLink={{ contactId: id }}\n            />\n          ) : null}\n          {mount ? <ContactKnownByCard row={row} contactId={id} org={org} /> : null}\n          {/* Where the person is visible and why, and a manager's share (AGL-3336). */}\n          <RecordSharingCard\n            object=\"contacts\"\n            id={id}\n            record={row}\n            hostId={hostId ?? null}\n            orgId={orgId}\n            org={org}\n            viewingHostIds={viewingGroup?.hostIds}\n          />\n          <ContactPropertiesCard\n            hostId={hostId}\n            org={org}\n            record={record}\n            orgId={orgId}\n            consentGroup={consentGroup}\n            seed={{ status, fromCache }}\n            members={members}\n            suiteLocked={!suiteIncluded}\n          />\n          <ContactAssociationsCard\n            hostId={siteHostId}\n            record={record}\n            row={row}\n            consentGroup={consentGroup}\n            seed={{ status, fromCache }}\n            basePath={basePath}\n            bookingsHref={bookingsHref}\n          />\n          <ContactTimelineCard\n            hostId={hostId}\n            org={org}\n            contactId={id}\n            contact={row}\n            campaignHref={campaignHref}\n            suiteLocked={!suiteIncluded}\n          />\n          {/*\n            On a plan without the CRM, the cards that only work a record —\n            deals, tasks, files — are named in the notice above rather than\n            drawn as upsells in a row.\n          */}\n          {suiteIncluded ? (\n            <>\n              <ContactDealsCard\n                hostId={hostId}\n                org={org}\n                basePath={basePath}\n                contactId={id}\n                contactName={record.name || record.email}\n              />\n              <RecordTasksCard hostId={hostId} org={org} basePath={basePath} contactId={id} />\n              {/*\n                The files are the VIEWING holder's, like everything else on this\n                page: the write is a facet path, so a contract one brand filed\n                never appears on a sibling brand's copy of the person.\n              */}\n              <RecordFilesCard\n                scope={scope}\n                collection=\"contacts\"\n                recordId={id}\n                hostId={hostId}\n                facetGroupId={consentGroup.groupId}\n                mediaIds={record.mediaIds}\n                topic=\"contactRecord\"\n              />\n            </>\n          ) : null}\n          <ContactDuplicatesCard\n            current={{ id, doc: row }}\n            scope={scope}\n            consentGroup={consentGroup}\n            visibleTo={visibleTo}\n            basePath={basePath}\n            onMerge={(candidate) => merge.open({ other: candidate, keep: 'current' })}\n            suiteLocked={!suiteIncluded}\n          />\n          <ContactMergeDialog\n            {...merge.state}\n            onClose={merge.close}\n            hostId={siteHostId}\n            current={{ id, doc: row }}\n            scope={scope}\n            consentGroup={consentGroup}\n            visibleTo={visibleTo}\n            memberName={members.memberName}\n            // The page's own record was folded away: its address now opens\n            // the survivor, which is where the reader is taken.\n            onMerged={(survivorId) => {\n              if (survivorId !== id) router.replace(routes.contact(survivorId))\n            }}\n          />\n        </>\n      ) : null}\n      {erase.dialog}\n    </Stack>\n    </CrmCreateSiteDefault>\n  )\n}\nContactDetailPage.displayName = 'ContactDetailPage'\n\nexport default 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package/src/lib/components/crm-email-actions-zone-token.d.ts

@@ -0,0 +1,42 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+/**
+ * Another way to write to the person, drawn before **Send email** by
+ * whichever plugin keeps a conversation with them (AGL-4020).
+ *
+ * The CRM's one-to-one composer starts a NEW message from the site's sending
+ * address. A person who answered a sequence email is in a thread another
+ * plugin keeps, in a member's own mailbox, and the answer belongs in that
+ * thread from that mailbox — which only that plugin can send. So the record
+ * header hosts this zone ahead of its own button and hands it the person; a
+ * plugin with a thread to answer draws its control here, and where none has
+ * one the header shows Send email alone.
+ */
+export type CrmEmailActionsRecordKind = 'contact' | 'lead';
+export interface CrmRecordEmailActionsZoneProps {
+    /** The site the page is under, or the record's capturing site; `null` at the organization level for a record no site captured. */
+    hostId: string | null;
+    /** The organization the record belongs to; `undefined` while it resolves. */
+    orgId: string | undefined;
+    kind: CrmEmailActionsRecordKind;
+    recordId: string;
+    /** The record's name as the page shows it. */
+    name: string;
+    /** The record's address, `null` for one that has none. */
+    email: string | null;
+}
+export declare const CRM_RECORD_EMAIL_ACTIONS_ZONE: import("@aglyn/aglyn/plugin-manager/plugin-zones").PluginZone<CrmRecordEmailActionsZoneProps>;

package/src/lib/components/crm-email-actions-zone-token.js

@@ -0,0 +1,19 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ import { definePluginZone } from "@aglyn/aglyn/plugin-manager/plugin-zones";
+export const CRM_RECORD_EMAIL_ACTIONS_ZONE = definePluginZone('crmRecordEmailActions');
+
+//# sourceMappingURL=crm-email-actions-zone-token.js.map

package/src/lib/components/crm-email-actions-zone-token.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-email-actions-zone-token.ts"],"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\nimport { definePluginZone } from '@aglyn/aglyn/plugin-manager/plugin-zones'\n\n/**\n * Another way to write to the person, drawn before **Send email** by\n * whichever plugin keeps a conversation with them (AGL-4020).\n *\n * The CRM's one-to-one composer starts a NEW message from the site's sending\n * address. A person who answered a sequence email is in a thread another\n * plugin keeps, in a member's own mailbox, and the answer belongs in that\n * thread from that mailbox — which only that plugin can send. So the record\n * header hosts this zone ahead of its own button and hands it the person; a\n * plugin with a thread to answer draws its control here, and where none has\n * one the header shows Send email alone.\n */\nexport type CrmEmailActionsRecordKind = 'contact' | 'lead'\n\nexport interface CrmRecordEmailActionsZoneProps {\n  /** The site the page is under, or the record's capturing site; `null` at the organization level for a record no site captured. */\n  hostId: string | null\n  /** The organization the record belongs to; `undefined` while it resolves. */\n  orgId: string | undefined\n  kind: CrmEmailActionsRecordKind\n  recordId: string\n  /** The record's name as the page shows it. */\n  name: string\n  /** The record's address, `null` for one that has none. */\n  email: string | null\n}\n\nexport const CRM_RECORD_EMAIL_ACTIONS_ZONE =\n  definePluginZone<CrmRecordEmailActionsZoneProps>('crmRecordEmailActions')\n"],"names":["definePluginZone","CRM_RECORD_EMAIL_ACTIONS_ZONE"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,gBAAgB,QAAQ,2CAA0C;AA6B3E,OAAO,MAAMC,gCACXD,iBAAiD,yBAAwB"}

package/src/lib/components/crm-email-actions-zone.d.ts

@@ -0,0 +1,27 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { type CrmOrgDoc } from '../hooks/use-crm-scope';
+import { type CrmRecordEmailActionsZoneProps } from './crm-email-actions-zone-token';
+export { CRM_RECORD_EMAIL_ACTIONS_ZONE, type CrmEmailActionsRecordKind, type CrmRecordEmailActionsZoneProps, } from './crm-email-actions-zone-token';
+type CrmRecordEmailActionsZoneInput = Omit<CrmRecordEmailActionsZoneProps, 'orgId'> & {
+    org?: CrmOrgDoc;
+};
+/** One control among the header's own: the zone is `bare`, so no wrapper. */
+export declare function CrmRecordEmailActionsZone(props: CrmRecordEmailActionsZoneInput): import("react").JSX.Element;
+export declare namespace CrmRecordEmailActionsZone {
+    var displayName: string;
+}

package/src/lib/components/crm-email-actions-zone.js

@@ -0,0 +1,56 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { _ as _extends } from "@swc/helpers/_/_extends";
+import { jsx as _jsx } from "react/jsx-runtime";
+import { useConsoleWidgetSlot } from "@aglyn/aglyn/app-utils/console-widget-slot-context";
+import { useCrmScope } from "../hooks/use-crm-scope.js";
+import { CRM_RECORD_EMAIL_ACTIONS_ZONE } from "./crm-email-actions-zone-token.js";
+/*
+ * The `crmRecordEmailActions` zone a contact's and a lead's header host
+ * before Send email (AGL-4020). The token and its props live in
+ * `./crm-email-actions-zone-token`, which the plugin's register module
+ * declares without loading this component.
+ */ export { CRM_RECORD_EMAIL_ACTIONS_ZONE } from "./crm-email-actions-zone-token.js";
+/** One control among the header's own: the zone is `bare`, so no wrapper. */ export function CrmRecordEmailActionsZone(props) {
+    const Slot = useConsoleWidgetSlot();
+    // Outside the console shell, or for a record with no address, there is
+    // nothing to draw and nothing below is read.
+    return Slot && props.email ? /*#__PURE__*/ _jsx(HostedEmailActionsZone, _extends({}, props, {
+        Slot: Slot
+    })) : null;
+}
+CrmRecordEmailActionsZone.displayName = 'CrmRecordEmailActionsZone';
+function HostedEmailActionsZone(props) {
+    const { Slot } = props;
+    const { orgId } = useCrmScope({
+        hostId: props.hostId,
+        org: props.org
+    });
+    const zone = {
+        hostId: props.hostId,
+        orgId: orgId != null ? orgId : undefined,
+        kind: props.kind,
+        recordId: props.recordId,
+        name: props.name,
+        email: props.email
+    };
+    return /*#__PURE__*/ _jsx(Slot, _extends({
+        slot: CRM_RECORD_EMAIL_ACTIONS_ZONE.id
+    }, zone));
+}
+
+//# sourceMappingURL=crm-email-actions-zone.js.map

package/src/lib/components/crm-email-actions-zone.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-email-actions-zone.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n'use client'\n\nimport {\n  type ConsoleWidgetSlotRenderer,\n  useConsoleWidgetSlot,\n} from '@aglyn/aglyn/app-utils/console-widget-slot-context'\nimport { useCrmScope, type CrmOrgDoc } from '../hooks/use-crm-scope'\nimport {\n  CRM_RECORD_EMAIL_ACTIONS_ZONE,\n  type CrmRecordEmailActionsZoneProps,\n} from './crm-email-actions-zone-token'\n\n/*\n * The `crmRecordEmailActions` zone a contact's and a lead's header host\n * before Send email (AGL-4020). The token and its props live in\n * `./crm-email-actions-zone-token`, which the plugin's register module\n * declares without loading this component.\n */\nexport {\n  CRM_RECORD_EMAIL_ACTIONS_ZONE,\n  type CrmEmailActionsRecordKind,\n  type CrmRecordEmailActionsZoneProps,\n} from './crm-email-actions-zone-token'\n\ntype CrmRecordEmailActionsZoneInput = Omit<CrmRecordEmailActionsZoneProps, 'orgId'> & { org?: CrmOrgDoc }\n\n/** One control among the header's own: the zone is `bare`, so no wrapper. */\nexport function CrmRecordEmailActionsZone(props: CrmRecordEmailActionsZoneInput) {\n  const Slot = useConsoleWidgetSlot()\n  // Outside the console shell, or for a record with no address, there is\n  // nothing to draw and nothing below is read.\n  return Slot && props.email ? <HostedEmailActionsZone {...props} Slot={Slot} /> : null\n}\nCrmRecordEmailActionsZone.displayName = 'CrmRecordEmailActionsZone'\n\nfunction HostedEmailActionsZone(\n  props: CrmRecordEmailActionsZoneInput & { Slot: ConsoleWidgetSlotRenderer },\n) {\n  const { Slot } = props\n  const { orgId } = useCrmScope({ hostId: props.hostId, org: props.org })\n  const zone: CrmRecordEmailActionsZoneProps = {\n    hostId: props.hostId,\n    orgId: orgId ?? undefined,\n    kind: props.kind,\n    recordId: props.recordId,\n    name: props.name,\n    email: props.email,\n  }\n  return <Slot slot={CRM_RECORD_EMAIL_ACTIONS_ZONE.id} {...zone} />\n}\n"],"names":["useConsoleWidgetSlot","useCrmScope","CRM_RECORD_EMAIL_ACTIONS_ZONE","CrmRecordEmailActionsZone","props","Slot","email","HostedEmailActionsZone","displayName","orgId","hostId","org","zone","undefined","kind","recordId","name","slot","id"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;AAEA,SAEEA,oBAAoB,QACf,qDAAoD;AAC3D,SAASC,WAAW,QAAwB,4BAAwB;AACpE,SACEC,6BAA6B,QAExB,oCAAgC;AAEvC;;;;;CAKC,GACD,SACEA,6BAA6B,QAGxB,oCAAgC;AAIvC,2EAA2E,GAC3E,OAAO,SAASC,0BAA0BC,KAAqC;IAC7E,MAAMC,OAAOL;IACb,uEAAuE;IACvE,6CAA6C;IAC7C,OAAOK,QAAQD,MAAME,KAAK,iBAAG,KAACC,qCAA2BH;QAAOC,MAAMA;UAAW;AACnF;AACAF,0BAA0BK,WAAW,GAAG;AAExC,SAASD,uBACPH,KAA2E;IAE3E,MAAM,EAAEC,IAAI,EAAE,GAAGD;IACjB,MAAM,EAAEK,KAAK,EAAE,GAAGR,YAAY;QAAES,QAAQN,MAAMM,MAAM;QAAEC,KAAKP,MAAMO,GAAG;IAAC;IACrE,MAAMC,OAAuC;QAC3CF,QAAQN,MAAMM,MAAM;QACpBD,KAAK,EAAEA,gBAAAA,QAASI;QAChBC,MAAMV,MAAMU,IAAI;QAChBC,UAAUX,MAAMW,QAAQ;QACxBC,MAAMZ,MAAMY,IAAI;QAChBV,OAAOF,MAAME,KAAK;IACpB;IACA,qBAAO,KAACD;QAAKY,MAAMf,8BAA8BgB,EAAE;OAAMN;AAC3D"}

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

@@ -36,6 +36,7 @@ import { CrmCallButton, CrmPhoneLink } from "./crm-call-actions.js";
 import { CrmEmailStateChip } from "./crm-email-state-chip.js";
 import { CrmAccountLockChip, CrmEmailGatewayChip } from "./crm-email-check.js";
 import { CrmRecordChip, CrmRecordHeader } from "./crm-record-header.js";
+import { CrmRecordEmailActionsZone } from "./crm-email-actions-zone.js";
 import { CrmSendEmailButton } from "./crm-send-email-button.js";
 import { LeadOwnerSelect } from "./lead-owner-select.js";
 import { LeadStatusChip } from "./lead-status-chip.js";
@@ -111,7 +112,7 @@ const NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX;
  * conversion, and the header's actions become links to what the conversion
  * made.
  */ export function LeadPropertiesCard(props) {
-    var _lead_phone, _lead_mobilePhone, _lead_notes, _lead_email, _lead_email1, _lead_name, _lead_email2, _lead_email3;
+    var _lead_phone, _lead_mobilePhone, _lead_notes, _lead_email, _lead_name, _lead_email1, _lead_email2, _lead_name1, _lead_email3, _lead_email4;
     const { hostId, consentGroup, orgId, leadId, lead, leadStatus, fromCache, basePath, roster, onConvert, onUnqualify, extraMenuItems = [], banner, extraChips, erasurePending = false, org } = props;
     const firestore = useFirestore();
     const { enqueueSnackbar } = useSnackbar();
@@ -395,11 +396,19 @@ const NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX;
                             phone: leadPhone || leadMobile,
                             doNotCall: doNotCall
                         }),
+                        /*#__PURE__*/ _jsx(CrmRecordEmailActionsZone, {
+                            hostId: hostId,
+                            org: org,
+                            kind: "lead",
+                            recordId: leadId,
+                            name: String((_lead_name = lead['name']) != null ? _lead_name : ''),
+                            email: String((_lead_email1 = lead['email']) != null ? _lead_email1 : '') || null
+                        }),
                         /*#__PURE__*/ _jsx(CrmSendEmailButton, {
                             hostId: hostId,
                             leadId: leadId,
-                            email: String((_lead_email1 = lead['email']) != null ? _lead_email1 : ''),
-                            name: String((_lead_name = lead['name']) != null ? _lead_name : ''),
+                            email: String((_lead_email2 = lead['email']) != null ? _lead_email2 : ''),
+                            name: String((_lead_name1 = lead['name']) != null ? _lead_name1 : ''),
                             emailState: emailState
                         })
                     ]
@@ -430,12 +439,12 @@ const NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX;
                         }),
                         /*#__PURE__*/ _jsx(CrmEmailGatewayChip, {
                             hostId: hostId,
-                            email: String((_lead_email2 = lead['email']) != null ? _lead_email2 : ''),
+                            email: String((_lead_email3 = lead['email']) != null ? _lead_email3 : ''),
                             emailState: emailState
                         }),
                         /*#__PURE__*/ _jsx(CrmAccountLockChip, {
                             hostId: hostId,
-                            email: String((_lead_email3 = lead['email']) != null ? _lead_email3 : '')
+                            email: String((_lead_email4 = lead['email']) != null ? _lead_email4 : '')
                         }),
                         /*#__PURE__*/ _jsx(CrmRecordChip, {
                             label: "Owner",

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type {\n  AglynOrgBilling,\n  ConsentGroup,\n  CrmLeadFields,\n  CrmLeadProfilePatch,\n} from '@aglyn/aglyn'\nimport { mdiAccountCancelOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  FormControl,\n  InputLabel,\n  Select,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useId, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { useLeadStatusPicklist } from '../hooks/use-lead-status-picklist'\nimport { useLeadPicklists } from '../hooks/use-lead-picklists'\nimport {\n  crmCustomDraftChanges,\n  type CrmCustomDraft,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  LeadProfileFields,\n  type LeadProfileDraft,\n  leadProfileDraftBody,\n  leadProfileDraftFrom,\n} from './lead-profile-fields'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmAccountLockChip, CrmEmailGatewayChip } from './crm-email-check'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadStatusChip } from './lead-status-chip'\nimport { leadStatusChoices, leadStatusMenuItems } from './lead-status-options'\nimport {\n  crmClientListFields,\n  CRM_CLIENT_SEARCH_FIELDS,\n  CRM_CLIENT_SORT_FIELDS,\n} from '../model/crm-list-query'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/** The Leads list's fields a profile save rewrites; the verdict key is the server's. */\nconst LEAD_CLIENT_LIST_FIELDS = [\n  ...CRM_CLIENT_SEARCH_FIELDS,\n  // The Lead, Company and Title headers' sort keys (AGL-3680).\n  ...CRM_CLIENT_SORT_FIELDS,\n  'leadSourceKey',\n  // The lead source's group, read off the org's list (AGL-3577).\n  'leadSourceDirection',\n  // Industry and Rating (AGL-3513).\n  'industryKey',\n  'ratingKey',\n] as const\n\nconst NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX\n\n/** The patch as the document takes it: a cleared field is deleted, not blanked. */\nfunction profileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n  const write: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(patch)) {\n    if (value === undefined) continue\n    write[key] = value === null ? deleteField() : value\n  }\n  return write\n}\n\n/**\n * Why Convert is refused while an erasure waits on the person — the same\n * sentence shape the overflow's items carry, so the two read as one state.\n */\nexport const CONVERT_PENDING_ERASURE_REASON = 'An erasure is pending for this person'\n\n/** A label over a value — the record page's one row shape. */\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\n/**\n * The help on a lead's header card — one card, so the page's loading and\n * not-found branches carry the same link as the loaded one.\n */\nexport const LEAD_PAGE_HELP = Aglyn.pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })\n\nexport interface LeadPropertiesCardProps {\n  /**\n   * The site this lead is acted on as — the mounted one, or at the\n   * organization level the lead's own first capturing site (AGL-3278).\n   * `null` for a lead no site has captured: the booking door, the call and\n   * the email close, because each of them is one site's to offer.\n   */\n  hostId: string | null\n  /**\n   * The group the consent basis is read against (AGL-3278): the site's own\n   * declared group, resolved by the page. Not `soloConsentGroup(hostId)`,\n   * which is what this card used to spell and which cannot see a refusal\n   * recorded against a sibling brand — three sites presenting as one sender\n   * are one sender to the person unsubscribing from them.\n   */\n  consentGroup: ConsentGroup\n  /**\n   * The org the site belongs to, as the page already resolved it — the\n   * custom lead fields are ORG-wide (AGL-3272), and a second lookup here\n   * would be one more read per record page for an answer already in hand.\n   */\n  orgId: string | null\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  basePath: string\n  roster: OrgMemberOptions\n  onConvert: () => void\n  /** Opens the Unqualify dialog — with the Unqualified value picked, when the status select named one. */\n  onUnqualify: (statusLabel?: string) => void\n  /**\n   * Items the page adds to the overflow beside Unqualify — the privacy\n   * erasure (AGL-2623) lives on the page, because it needs the workspace\n   * role and the API, and this card owns the header it must appear in.\n   */\n  extraMenuItems?: RowActionsMenuItem[]\n  /** What the page shows above the facts — the erasure-pending state. */\n  banner?: React.ReactNode\n  /**\n   * Chips the page adds after the owner — the campaigns the lead is filed\n   * under (AGL-3274), named from the containers the page reads once for\n   * this header and the Campaigns card below it.\n   */\n  extraChips?: React.ReactNode\n  /**\n   * An erasure request is waiting on this person (AGL-2623). Convert stays\n   * on the page but is refused with the reason, the way the overflow's items\n   * are: a conversion filed now would reach the capture door only to be\n   * refused there, and the lead itself goes when the request runs.\n   */\n  erasurePending?: boolean\n  /**\n   * The org the shell passed: the booking door reads whether the lead's site\n   * runs Bookings and whether the plan is entitled to it (AGL-2660), and a\n   * logged call reads the activity scope it belongs in (AGL-2661).\n   */\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * What the team knows and decides about a lead: status, owner, notes, and\n * the identity and consent the capture recorded (AGL-2608).\n *\n * Two cards. The record's header carries the identity, the status and owner,\n * the consent the capture recorded and the record's actions. **Details**\n * under it carries the profile, the org's own lead fields under **More\n * fields**, and the notes — one card with one Save in its header, the way\n * Salesforce keeps a record's standard and custom fields in one Details\n * section.\n *\n * Status and owner are single-field client writes — the rules let a site\n * admin, editor or author update `hosts/{hostId}/leads`, and a one-field\n * `update` cannot roll anything else back. The details are drafts seeded\n * from the document, so their save goes through `writeGuardedBySeed`: a\n * draft edited over a cached read would otherwise overwrite a newer note or\n * profile with an older one.\n *\n * Converted leads are read-only here, but for the notes. Their status is the\n * conversion, and the header's actions become links to what the conversion\n * made.\n */\nexport function LeadPropertiesCard(props: LeadPropertiesCardProps) {\n  const {\n    hostId,\n    consentGroup,\n    orgId,\n    leadId,\n    lead,\n    leadStatus,\n    fromCache,\n    basePath,\n    roster,\n    onConvert,\n    onUnqualify,\n    extraMenuItems = [],\n    banner,\n    extraChips,\n    erasurePending = false,\n    org,\n  } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const routes = crmRoutes(basePath)\n  // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  /*\n   * Built at USE, not at render (AGL-3275). A lead is an org row, so the org\n   * has to be known to address one — and `orgId` is null while the lookup\n   * settles. Composing a ref from that null throws during render, which the\n   * page shows as a 500 rather than as a card still loading.\n   */\n  const refFor = () => (orgId ? doc(firestore, 'orgs', orgId, 'leads', leadId) : null)\n  const status = Aglyn.crmLeadStatus(lead)\n  const converted = Boolean(lead.convertedContactId)\n  const open = Aglyn.isCrmLeadOpen(lead) && !converted\n  // The last verdict on the address (AGL-3245), as the platform stamped it.\n  const emailState = Aglyn.readEmailState(lead)\n  /** What a capture that took a number left on the document (AGL-2661). */\n  const leadPhone = String(lead['phone'] ?? '').trim()\n  const leadMobile = String(lead.mobilePhone ?? '').trim()\n  // The person asked not to be phoned (AGL-3513): a hint on every dial control.\n  const doNotCall = lead.doNotCall === true\n\n  const [notes, setNotes] = useState(String(lead.notes ?? ''))\n  // The label's id, so the status combobox is named \"Status\" rather than\n  // after the status it shows — see `LeadOwnerSelect`.\n  const statusLabelId = useId()\n  const [notesDirty, setNotesDirty] = useState(false)\n  /*\n   * THE LEAD'S OWN PROFILE (AGL-3231, AGL-3513) — the name's parts,\n   * company, title, the phones, website, address, tags, lead source,\n   * industry, rating, size and revenue — edited in the Details card with\n   * the notes and the custom fields, under one Save, the way the contact's\n   * Properties card saves. Seeded from the document and guarded on save: a\n   * draft edited over a cached read must not overwrite a newer profile\n   * with an older one.\n   */\n  const [profile, setProfile] = useState<LeadProfileDraft>(() => leadProfileDraftFrom(lead))\n  const [profileDirty, setProfileDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  const [profileErrors, setProfileErrors] = useState<Record<string, string>>({})\n  // The stored profile as one value, so a change to any of its fields reseeds.\n  const profileSeed = JSON.stringify(Aglyn.CRM_LEAD_PROFILE_KEYS.map((key) => lead[key] ?? null))\n  useEffect(() => {\n    if (!profileDirty) setProfile(leadProfileDraftFrom(lead))\n    // The draft follows the document until it is edited.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [profileDirty, profileSeed])\n  /*\n   * THE ORG'S OWN LEAD FIELDS (AGL-3272), edited under the same Save as\n   * the profile: one button over one card, so a person filling a lead in\n   * does not have to find two.\n   *\n   * The draft holds only the keys the reader touched, and Save writes the\n   * difference as dotted paths — a `custom` map written whole would take\n   * out every key this card did not show, which is what a retired field's\n   * values and an integration's writes sit under.\n   */\n  const fields = useContactFieldDefinitions(orgId, 'lead')\n  // The org's lead source values (AGL-3298), for the select below.\n  const leadSources = useLeadSourcePicklist(orgId)\n  // The org's lead status values (AGL-3512): the chip's words and the select's choices.\n  const leadStatuses = useLeadStatusPicklist(orgId)\n  // The org's Salutation, Industry and Rating lists (AGL-3513).\n  const leadPicklists = useLeadPicklists(orgId)\n  const statusChoices = useMemo(\n    () => leadStatusChoices(leadStatuses.picklist, lead),\n    [leadStatuses.picklist, lead],\n  )\n  const storedCustom = useMemo(() => lead.custom ?? {}, [lead.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  const editProfile = <K extends keyof LeadProfileDraft>(key: K, value: LeadProfileDraft[K]) => {\n    setProfile((current) => ({ ...current, [key]: value }))\n    setProfileDirty(true)\n  }\n  // A newer note from the server replaces an UNEDITED draft; an edited one is\n  // the reader's, and the guard on save decides whether it may land.\n  useEffect(() => {\n    if (!notesDirty) setNotes(String(lead.notes ?? ''))\n  }, [lead.notes, notesDirty])\n\n  /** One update of the lead, and whether it landed. */\n  const write = async (fields: Record<string, unknown>, done: string): Promise<boolean> => {\n    try {\n      const ref = refFor()\n      if (!ref) {\n        enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n          variant: 'warning',\n          persist: false,\n        })\n        return false\n      }\n      await updateDoc(ref, { ...fields, updatedAt: serverTimestamp() })\n      followUpSharing('leads', [leadId])\n      enqueueSnackbar(done, { variant: 'success', persist: false })\n      return true\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n      return false\n    }\n  }\n\n  /*\n   * What Save is offered for: a profile field edited, a custom value that\n   * differs from the stored map, or the notes. Touched-and-put-back does\n   * not count for a custom value — the draft keeps the key either way, and\n   * a Save that wrote nothing would still bump `updatedAt`.\n   */\n  const customChanged = crmCustomDraftChanges(storedCustom, custom).length > 0\n  const dirty = profileDirty || customChanged || notesDirty\n\n  /** Every draft back to what the document holds. */\n  const discard = () => {\n    setProfile(leadProfileDraftFrom(lead))\n    setProfileDirty(false)\n    setProfileErrors({})\n    setCustom({})\n    setNotes(String(lead.notes ?? ''))\n    setNotesDirty(false)\n  }\n\n  /*\n   * The Details card's one Save: the profile and the custom values while\n   * the lead is open, and the notes, in one update. A converted lead's\n   * profile is the contact's now, so only its notes are written.\n   */\n  const saveDetails = async () => {\n    const update: Record<string, unknown> = {}\n    if (!converted && (profileDirty || customChanged)) {\n      const { body, revenueError } = leadProfileDraftBody(profile)\n      const { patch, errors } = Aglyn.normalizeCrmLeadProfile(body)\n      const shown: Record<string, string> = { ...errors }\n      if (revenueError) shown['annualRevenueCents'] = revenueError\n      setProfileErrors(shown)\n      if (Object.keys(shown).length) return\n      /*\n       * A required field the reader CLEARED is refused; one the lead has\n       * always lacked is not this save's to demand, or a field added after\n       * the lead was captured would block every later edit to its company.\n       */\n      const missing = crmCustomDraftMissingRequired(\n        fields.active,\n        storedCustom,\n        custom,\n        'edit',\n      )\n      if (missing.length) {\n        enqueueSnackbar(`${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`, {\n          variant: 'warning',\n        })\n        return\n      }\n      const profileFields = profileWrite(patch)\n      // While a first or last name is set, the name is theirs (AGL-3513).\n      const composed = Aglyn.crmLeadComposedName(lead, patch)\n      if (composed && composed !== lead['name']) profileFields['name'] = composed\n      Object.assign(\n        update,\n        profileFields,\n        crmCustomDraftWrites(storedCustom, custom),\n        // The company, title, tags and lead source are what the Leads list\n        // searches and filters by (AGL-3321).\n        crmClientListFields(\n          'leads',\n          lead,\n          profileFields,\n          LEAD_CLIENT_LIST_FIELDS,\n          // A direction only from the org's list as the server answered it.\n          leadSources.ready ? { leadSources: leadSources.picklist } : {},\n        ),\n      )\n    }\n    if (notesDirty) update['notes'] = notes.trim().slice(0, NOTES_MAX)\n    if (!Object.keys(update).length) return\n    setSaving(true)\n    let landed = false\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        landed = await write(update, 'Lead saved')\n      },\n    )\n    setSaving(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The lead could not be saved.', {\n        variant: 'warning',\n      })\n      return\n    }\n    if (!landed) return\n    setProfileDirty(false)\n    setNotesDirty(false)\n    // The draft is spent: what it held is stored, and the controls read\n    // the document again.\n    setCustom({})\n  }\n\n  const consent = Aglyn.readMarketingBasis(lead, consentGroup)\n  const consentLine =\n    consent.basis === 'granted'\n      ? `Opted in to marketing${\n          consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''\n        }`\n      : consent.basis === 'declined'\n        ? 'Declined marketing'\n        : 'No marketing consent recorded — this lead cannot be emailed marketing'\n\n  return (\n    <>\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={String(lead['name'] || lead['email'] || leadId)}\n        // The name is the heading; the address is the one line under it,\n        // unless the address IS the name, in which case there is no second fact.\n        subtitle={lead['name'] ? String(lead['email'] ?? '') : undefined}\n        help={LEAD_PAGE_HELP}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        // The booking door (AGL-2660), while the lead is still the record\n        // being worked: once converted, the contact is where a meeting is\n        // booked from, and the links below lead there.\n        booking={converted ? undefined : { hostId, org, kind: 'lead', recordId: leadId }}\n        actions={\n          <>\n            {/*\n              Once converted, the lead's actions are the records the\n              conversion made.\n            */}\n            {converted ? (\n              <>\n                <Button\n                  component={AppLink as any}\n                  {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                  href={routes.contact(String(lead.convertedContactId))}\n                  size=\"small\"\n                  variant=\"outlined\"\n                >\n                  {'Open contact'}\n                </Button>\n                {lead.companyId ? (\n                  <Button\n                    component={AppLink as any}\n                    {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                    href={routes.company(lead.companyId)}\n                    size=\"small\"\n                    variant=\"outlined\"\n                  >\n                    {'Open company'}\n                  </Button>\n                ) : null}\n                {lead.dealId ? (\n                  <Button\n                    component={AppLink as any}\n                    {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                    href={routes.deal(lead.dealId)}\n                    size=\"small\"\n                    variant=\"outlined\"\n                  >\n                    {'Open deal'}\n                  </Button>\n                ) : null}\n              </>\n            ) : erasurePending ? (\n              <Tooltip title={CONVERT_PENDING_ERASURE_REASON}>\n                {/* A disabled button receives no pointer events, so the\n                    tooltip anchors on the span around it. */}\n                <span>\n                  <Button size=\"small\" variant=\"contained\" disabled>\n                    {'Convert'}\n                  </Button>\n                </span>\n              </Tooltip>\n            ) : (\n              <Button size=\"small\" variant=\"contained\" onClick={onConvert}>\n                {'Convert'}\n              </Button>\n            )}\n            {/* Dial the number the capture carried, and log the call (AGL-2661). */}\n            <CrmCallButton\n              hostId={hostId}\n              org={org}\n              link={{ leadId }}\n              phone={leadPhone || leadMobile}\n              doNotCall={doNotCall}\n            />\n            <CrmSendEmailButton\n              hostId={hostId}\n              leadId={leadId}\n              email={String(lead['email'] ?? '')}\n              name={String(lead['name'] ?? '')}\n              emailState={emailState}\n            />\n          </>\n        }\n        menuItems={[\n          ...(open\n            ? [\n                {\n                  key: 'unqualify',\n                  label: 'Unqualify',\n                  icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n                  destructive: true,\n                  onClick: () => onUnqualify(),\n                } satisfies RowActionsMenuItem,\n              ]\n            : []),\n          ...extraMenuItems,\n        ]}\n        chips={\n          <>\n            <LeadStatusChip lead={lead} statuses={leadStatuses.picklist} />\n            {/* The verdict on the address (AGL-3245), beside the status: a\n                bounce does not move New or Working, but it is the first\n                thing a person deciding whether to write must see. */}\n            <CrmEmailStateChip state={emailState} />\n            {/* The mail gateway in front of the address, and what it did\n                with this site's mail this week (AGL-3328). */}\n            <CrmEmailGatewayChip\n              hostId={hostId}\n              email={String(lead['email'] ?? '')}\n              emailState={emailState}\n            />\n            <CrmAccountLockChip\n              hostId={hostId}\n              email={String(lead['email'] ?? '')}\n            />\n            <CrmRecordChip\n              label=\"Owner\"\n              value={lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined}\n            />\n            {extraChips}\n          </>\n        }\n      >\n        <Stack spacing={3}>\n          {banner}\n          {/*\n            Only when the capture carried one (AGL-2661): the sign-up door\n            writes no phone, and a booking only when its service asks for\n            one (AGL-3493), so a row for every lead would often be a\n            permanent blank. A form that captures one fills this.\n          */}\n          {leadPhone ? (\n            <Fact label=\"Phone\">\n              <CrmPhoneLink phone={leadPhone} doNotCall={doNotCall} />\n            </Fact>\n          ) : null}\n          {leadMobile ? (\n            <Fact label=\"Mobile phone\">\n              <CrmPhoneLink phone={leadMobile} doNotCall={doNotCall} />\n            </Fact>\n          ) : null}\n          <Fact label=\"Marketing consent\">{consentLine}</Fact>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            {converted ? (\n              <Fact label=\"Status\">\n                <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                  <LeadStatusChip lead={lead} statuses={leadStatuses.picklist} />\n                  <Typography variant=\"body2\" color=\"text.secondary\">\n                    {lead.convertedAtMs\n                      ? `Converted ${new Date(lead.convertedAtMs).toLocaleString()}`\n                      : 'Converted'}\n                  </Typography>\n                </Stack>\n              </Fact>\n            ) : (\n              <FormControl size=\"small\" sx={{ minWidth: 200 }}>\n                <InputLabel id={statusLabelId}>{'Status'}</InputLabel>\n                <Select\n                  labelId={statusLabelId}\n                  label=\"Status\"\n                  value={Aglyn.crmLeadStatusLabel(lead, leadStatuses.picklist)}\n                  onChange={(event) => {\n                    const choice = statusChoices.find((entry) => entry.label === event.target.value)\n                    if (!choice) return\n                    if (choice.status === 'unqualified') {\n                      onUnqualify(choice.label)\n                      return\n                    }\n                    // The meaning and the org's label for it, together\n                    // (AGL-3512). Reopening drops the reason with the closed\n                    // state: a lead being worked again is not \"unqualified\n                    // because …\".\n                    void write(\n                      {\n                        status: choice.status,\n                        statusLabel: choice.label,\n                        ...(status === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n                      },\n                      'Status updated',\n                    )\n                  }}\n                >\n                  {leadStatusMenuItems(statusChoices)}\n                </Select>\n              </FormControl>\n            )}\n            <LeadOwnerSelect\n              value={lead.ownerUid}\n              roster={roster}\n              fullWidth={false}\n              onChange={(uid) =>\n                void write({ ownerUid: uid || deleteField() }, uid ? 'Owner assigned' : 'Owner cleared')\n              }\n            />\n          </Stack>\n          {status === 'unqualified' && lead.unqualifiedReason ? (\n            <Alert severity=\"info\">{`Unqualified: ${lead.unqualifiedReason}`}</Alert>\n          ) : null}\n        </Stack>\n      </CrmRecordHeader>\n      {/*\n        The profile (AGL-3231), the org's own lead fields (AGL-3272) and the\n        notes: what Salesforce keeps on a lead and hands to the contact and\n        the account on convert. Read-only once converted — the contact is the\n        record then, and the header's links lead there — but for the notes.\n      */}\n      <CardDisplay\n        header={'Details'}\n        help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#lead-details' })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          action: (\n            <Stack direction=\"row\" spacing={1}>\n              {dirty ? 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Absent,\n            not an empty box, while the org defines none.\n          */}\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'More fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={converted || saving}\n                />\n              ))}\n            </>\n          ) : null}\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={notes}\n            onChange={(event) => {\n              setNotes(event.target.value)\n              setNotesDirty(true)\n            }}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: NOTES_MAX } 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport type {\n  AglynOrgBilling,\n  ConsentGroup,\n  CrmLeadFields,\n  CrmLeadProfilePatch,\n} from '@aglyn/aglyn'\nimport { mdiAccountCancelOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  FormControl,\n  InputLabel,\n  Select,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useId, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { useLeadStatusPicklist } from '../hooks/use-lead-status-picklist'\nimport { useLeadPicklists } from '../hooks/use-lead-picklists'\nimport {\n  crmCustomDraftChanges,\n  type CrmCustomDraft,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  LeadProfileFields,\n  type LeadProfileDraft,\n  leadProfileDraftBody,\n  leadProfileDraftFrom,\n} from './lead-profile-fields'\nimport { CrmCallButton, CrmPhoneLink } from './crm-call-actions'\nimport { CrmEmailStateChip } from './crm-email-state-chip'\nimport { CrmAccountLockChip, CrmEmailGatewayChip } from './crm-email-check'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordEmailActionsZone } from './crm-email-actions-zone'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadStatusChip } from './lead-status-chip'\nimport { leadStatusChoices, leadStatusMenuItems } from './lead-status-options'\nimport {\n  crmClientListFields,\n  CRM_CLIENT_SEARCH_FIELDS,\n  CRM_CLIENT_SORT_FIELDS,\n} from '../model/crm-list-query'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/** The Leads list's fields a profile save rewrites; the verdict key is the server's. */\nconst LEAD_CLIENT_LIST_FIELDS = [\n  ...CRM_CLIENT_SEARCH_FIELDS,\n  // The Lead, Company and Title headers' sort keys (AGL-3680).\n  ...CRM_CLIENT_SORT_FIELDS,\n  'leadSourceKey',\n  // The lead source's group, read off the org's list (AGL-3577).\n  'leadSourceDirection',\n  // Industry and Rating (AGL-3513).\n  'industryKey',\n  'ratingKey',\n] as const\n\nconst NOTES_MAX = Aglyn.CRM_LEAD_NOTES_MAX\n\n/** The patch as the document takes it: a cleared field is deleted, not blanked. */\nfunction profileWrite(patch: CrmLeadProfilePatch): Record<string, unknown> {\n  const write: Record<string, unknown> = {}\n  for (const [key, value] of Object.entries(patch)) {\n    if (value === undefined) continue\n    write[key] = value === null ? deleteField() : value\n  }\n  return write\n}\n\n/**\n * Why Convert is refused while an erasure waits on the person — the same\n * sentence shape the overflow's items carry, so the two read as one state.\n */\nexport const CONVERT_PENDING_ERASURE_REASON = 'An erasure is pending for this person'\n\n/** A label over a value — the record page's one row shape. */\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"body2\" component=\"div\">\n        {props.children}\n      </Typography>\n    </Stack>\n  )\n}\n\n/**\n * The help on a lead's header card — one card, so the page's loading and\n * not-found branches carry the same link as the loaded one.\n */\nexport const LEAD_PAGE_HELP = Aglyn.pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })\n\nexport interface LeadPropertiesCardProps {\n  /**\n   * The site this lead is acted on as — the mounted one, or at the\n   * organization level the lead's own first capturing site (AGL-3278).\n   * `null` for a lead no site has captured: the booking door, the call and\n   * the email close, because each of them is one site's to offer.\n   */\n  hostId: string | null\n  /**\n   * The group the consent basis is read against (AGL-3278): the site's own\n   * declared group, resolved by the page. Not `soloConsentGroup(hostId)`,\n   * which is what this card used to spell and which cannot see a refusal\n   * recorded against a sibling brand — three sites presenting as one sender\n   * are one sender to the person unsubscribing from them.\n   */\n  consentGroup: ConsentGroup\n  /**\n   * The org the site belongs to, as the page already resolved it — the\n   * custom lead fields are ORG-wide (AGL-3272), and a second lookup here\n   * would be one more read per record page for an answer already in hand.\n   */\n  orgId: string | null\n  leadId: string\n  lead: Record<string, unknown> & CrmLeadFields\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  basePath: string\n  roster: OrgMemberOptions\n  onConvert: () => void\n  /** Opens the Unqualify dialog — with the Unqualified value picked, when the status select named one. */\n  onUnqualify: (statusLabel?: string) => void\n  /**\n   * Items the page adds to the overflow beside Unqualify — the privacy\n   * erasure (AGL-2623) lives on the page, because it needs the workspace\n   * role and the API, and this card owns the header it must appear in.\n   */\n  extraMenuItems?: RowActionsMenuItem[]\n  /** What the page shows above the facts — the erasure-pending state. */\n  banner?: React.ReactNode\n  /**\n   * Chips the page adds after the owner — the campaigns the lead is filed\n   * under (AGL-3274), named from the containers the page reads once for\n   * this header and the Campaigns card below it.\n   */\n  extraChips?: React.ReactNode\n  /**\n   * An erasure request is waiting on this person (AGL-2623). Convert stays\n   * on the page but is refused with the reason, the way the overflow's items\n   * are: a conversion filed now would reach the capture door only to be\n   * refused there, and the lead itself goes when the request runs.\n   */\n  erasurePending?: boolean\n  /**\n   * The org the shell passed: the booking door reads whether the lead's site\n   * runs Bookings and whether the plan is entitled to it (AGL-2660), and a\n   * logged call reads the activity scope it belongs in (AGL-2661).\n   */\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * What the team knows and decides about a lead: status, owner, notes, and\n * the identity and consent the capture recorded (AGL-2608).\n *\n * Two cards. The record's header carries the identity, the status and owner,\n * the consent the capture recorded and the record's actions. **Details**\n * under it carries the profile, the org's own lead fields under **More\n * fields**, and the notes — one card with one Save in its header, the way\n * Salesforce keeps a record's standard and custom fields in one Details\n * section.\n *\n * Status and owner are single-field client writes — the rules let a site\n * admin, editor or author update `hosts/{hostId}/leads`, and a one-field\n * `update` cannot roll anything else back. The details are drafts seeded\n * from the document, so their save goes through `writeGuardedBySeed`: a\n * draft edited over a cached read would otherwise overwrite a newer note or\n * profile with an older one.\n *\n * Converted leads are read-only here, but for the notes. Their status is the\n * conversion, and the header's actions become links to what the conversion\n * made.\n */\nexport function LeadPropertiesCard(props: LeadPropertiesCardProps) {\n  const {\n    hostId,\n    consentGroup,\n    orgId,\n    leadId,\n    lead,\n    leadStatus,\n    fromCache,\n    basePath,\n    roster,\n    onConvert,\n    onUnqualify,\n    extraMenuItems = [],\n    banner,\n    extraChips,\n    erasurePending = false,\n    org,\n  } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const routes = crmRoutes(basePath)\n  // A client-direct write owes the org's sharing rules a re-evaluation (AGL-3336).\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  /*\n   * Built at USE, not at render (AGL-3275). A lead is an org row, so the org\n   * has to be known to address one — and `orgId` is null while the lookup\n   * settles. Composing a ref from that null throws during render, which the\n   * page shows as a 500 rather than as a card still loading.\n   */\n  const refFor = () => (orgId ? doc(firestore, 'orgs', orgId, 'leads', leadId) : null)\n  const status = Aglyn.crmLeadStatus(lead)\n  const converted = Boolean(lead.convertedContactId)\n  const open = Aglyn.isCrmLeadOpen(lead) && !converted\n  // The last verdict on the address (AGL-3245), as the platform stamped it.\n  const emailState = Aglyn.readEmailState(lead)\n  /** What a capture that took a number left on the document (AGL-2661). */\n  const leadPhone = String(lead['phone'] ?? '').trim()\n  const leadMobile = String(lead.mobilePhone ?? '').trim()\n  // The person asked not to be phoned (AGL-3513): a hint on every dial control.\n  const doNotCall = lead.doNotCall === true\n\n  const [notes, setNotes] = useState(String(lead.notes ?? ''))\n  // The label's id, so the status combobox is named \"Status\" rather than\n  // after the status it shows — see `LeadOwnerSelect`.\n  const statusLabelId = useId()\n  const [notesDirty, setNotesDirty] = useState(false)\n  /*\n   * THE LEAD'S OWN PROFILE (AGL-3231, AGL-3513) — the name's parts,\n   * company, title, the phones, website, address, tags, lead source,\n   * industry, rating, size and revenue — edited in the Details card with\n   * the notes and the custom fields, under one Save, the way the contact's\n   * Properties card saves. Seeded from the document and guarded on save: a\n   * draft edited over a cached read must not overwrite a newer profile\n   * with an older one.\n   */\n  const [profile, setProfile] = useState<LeadProfileDraft>(() => leadProfileDraftFrom(lead))\n  const [profileDirty, setProfileDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  const [profileErrors, setProfileErrors] = useState<Record<string, string>>({})\n  // The stored profile as one value, so a change to any of its fields reseeds.\n  const profileSeed = JSON.stringify(Aglyn.CRM_LEAD_PROFILE_KEYS.map((key) => lead[key] ?? null))\n  useEffect(() => {\n    if (!profileDirty) setProfile(leadProfileDraftFrom(lead))\n    // The draft follows the document until it is edited.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [profileDirty, profileSeed])\n  /*\n   * THE ORG'S OWN LEAD FIELDS (AGL-3272), edited under the same Save as\n   * the profile: one button over one card, so a person filling a lead in\n   * does not have to find two.\n   *\n   * The draft holds only the keys the reader touched, and Save writes the\n   * difference as dotted paths — a `custom` map written whole would take\n   * out every key this card did not show, which is what a retired field's\n   * values and an integration's writes sit under.\n   */\n  const fields = useContactFieldDefinitions(orgId, 'lead')\n  // The org's lead source values (AGL-3298), for the select below.\n  const leadSources = useLeadSourcePicklist(orgId)\n  // The org's lead status values (AGL-3512): the chip's words and the select's choices.\n  const leadStatuses = useLeadStatusPicklist(orgId)\n  // The org's Salutation, Industry and Rating lists (AGL-3513).\n  const leadPicklists = useLeadPicklists(orgId)\n  const statusChoices = useMemo(\n    () => leadStatusChoices(leadStatuses.picklist, lead),\n    [leadStatuses.picklist, lead],\n  )\n  const storedCustom = useMemo(() => lead.custom ?? {}, [lead.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  const editProfile = <K extends keyof LeadProfileDraft>(key: K, value: LeadProfileDraft[K]) => {\n    setProfile((current) => ({ ...current, [key]: value }))\n    setProfileDirty(true)\n  }\n  // A newer note from the server replaces an UNEDITED draft; an edited one is\n  // the reader's, and the guard on save decides whether it may land.\n  useEffect(() => {\n    if (!notesDirty) setNotes(String(lead.notes ?? ''))\n  }, [lead.notes, notesDirty])\n\n  /** One update of the lead, and whether it landed. */\n  const write = async (fields: Record<string, unknown>, done: string): Promise<boolean> => {\n    try {\n      const ref = refFor()\n      if (!ref) {\n        enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n          variant: 'warning',\n          persist: false,\n        })\n        return false\n      }\n      await updateDoc(ref, { ...fields, updatedAt: serverTimestamp() })\n      followUpSharing('leads', [leadId])\n      enqueueSnackbar(done, { variant: 'success', persist: false })\n      return true\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n      return false\n    }\n  }\n\n  /*\n   * What Save is offered for: a profile field edited, a custom value that\n   * differs from the stored map, or the notes. Touched-and-put-back does\n   * not count for a custom value — the draft keeps the key either way, and\n   * a Save that wrote nothing would still bump `updatedAt`.\n   */\n  const customChanged = crmCustomDraftChanges(storedCustom, custom).length > 0\n  const dirty = profileDirty || customChanged || notesDirty\n\n  /** Every draft back to what the document holds. */\n  const discard = () => {\n    setProfile(leadProfileDraftFrom(lead))\n    setProfileDirty(false)\n    setProfileErrors({})\n    setCustom({})\n    setNotes(String(lead.notes ?? ''))\n    setNotesDirty(false)\n  }\n\n  /*\n   * The Details card's one Save: the profile and the custom values while\n   * the lead is open, and the notes, in one update. A converted lead's\n   * profile is the contact's now, so only its notes are written.\n   */\n  const saveDetails = async () => {\n    const update: Record<string, unknown> = {}\n    if (!converted && (profileDirty || customChanged)) {\n      const { body, revenueError } = leadProfileDraftBody(profile)\n      const { patch, errors } = Aglyn.normalizeCrmLeadProfile(body)\n      const shown: Record<string, string> = { ...errors }\n      if (revenueError) shown['annualRevenueCents'] = revenueError\n      setProfileErrors(shown)\n      if (Object.keys(shown).length) return\n      /*\n       * A required field the reader CLEARED is refused; one the lead has\n       * always lacked is not this save's to demand, or a field added after\n       * the lead was captured would block every later edit to its company.\n       */\n      const missing = crmCustomDraftMissingRequired(\n        fields.active,\n        storedCustom,\n        custom,\n        'edit',\n      )\n      if (missing.length) {\n        enqueueSnackbar(`${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`, {\n          variant: 'warning',\n        })\n        return\n      }\n      const profileFields = profileWrite(patch)\n      // While a first or last name is set, the name is theirs (AGL-3513).\n      const composed = Aglyn.crmLeadComposedName(lead, patch)\n      if (composed && composed !== lead['name']) profileFields['name'] = composed\n      Object.assign(\n        update,\n        profileFields,\n        crmCustomDraftWrites(storedCustom, custom),\n        // The company, title, tags and lead source are what the Leads list\n        // searches and filters by (AGL-3321).\n        crmClientListFields(\n          'leads',\n          lead,\n          profileFields,\n          LEAD_CLIENT_LIST_FIELDS,\n          // A direction only from the org's list as the server answered it.\n          leadSources.ready ? { leadSources: leadSources.picklist } : {},\n        ),\n      )\n    }\n    if (notesDirty) update['notes'] = notes.trim().slice(0, NOTES_MAX)\n    if (!Object.keys(update).length) return\n    setSaving(true)\n    let landed = false\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        landed = await write(update, 'Lead saved')\n      },\n    )\n    setSaving(false)\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The lead could not be saved.', {\n        variant: 'warning',\n      })\n      return\n    }\n    if (!landed) return\n    setProfileDirty(false)\n    setNotesDirty(false)\n    // The draft is spent: what it held is stored, and the controls read\n    // the document again.\n    setCustom({})\n  }\n\n  const consent = Aglyn.readMarketingBasis(lead, consentGroup)\n  const consentLine =\n    consent.basis === 'granted'\n      ? `Opted in to marketing${\n          consent.basisAtMs ? ` on ${new Date(consent.basisAtMs).toLocaleDateString()}` : ''\n        }`\n      : consent.basis === 'declined'\n        ? 'Declined marketing'\n        : 'No marketing consent recorded — this lead cannot be emailed marketing'\n\n  return (\n    <>\n      <CrmRecordHeader\n        kind=\"Lead\"\n        title={String(lead['name'] || lead['email'] || leadId)}\n        // The name is the heading; the address is the one line under it,\n        // unless the address IS the name, in which case there is no second fact.\n        subtitle={lead['name'] ? String(lead['email'] ?? '') : undefined}\n        help={LEAD_PAGE_HELP}\n        backHref={routes.section('leads')}\n        backLabel=\"Back to leads\"\n        // The booking door (AGL-2660), while the lead is still the record\n        // being worked: once converted, the contact is where a meeting is\n        // booked from, and the links below lead there.\n        booking={converted ? undefined : { hostId, org, kind: 'lead', recordId: leadId }}\n        actions={\n          <>\n            {/*\n              Once converted, the lead's actions are the records the\n              conversion made.\n            */}\n            {converted ? (\n              <>\n                <Button\n                  component={AppLink as any}\n                  {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                  href={routes.contact(String(lead.convertedContactId))}\n                  size=\"small\"\n                  variant=\"outlined\"\n                >\n                  {'Open contact'}\n                </Button>\n                {lead.companyId ? (\n                  <Button\n                    component={AppLink as any}\n                    {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                    href={routes.company(lead.companyId)}\n                    size=\"small\"\n                    variant=\"outlined\"\n                  >\n                    {'Open company'}\n                  </Button>\n                ) : null}\n                {lead.dealId ? (\n                  <Button\n                    component={AppLink as any}\n                    {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                    href={routes.deal(lead.dealId)}\n                    size=\"small\"\n                    variant=\"outlined\"\n                  >\n                    {'Open deal'}\n                  </Button>\n                ) : null}\n              </>\n            ) : erasurePending ? (\n              <Tooltip title={CONVERT_PENDING_ERASURE_REASON}>\n                {/* A disabled button receives no pointer events, so the\n                    tooltip anchors on the span around it. */}\n                <span>\n                  <Button size=\"small\" variant=\"contained\" disabled>\n                    {'Convert'}\n                  </Button>\n                </span>\n              </Tooltip>\n            ) : (\n              <Button size=\"small\" variant=\"contained\" onClick={onConvert}>\n                {'Convert'}\n              </Button>\n            )}\n            {/* Dial the number the capture carried, and log the call (AGL-2661). */}\n            <CrmCallButton\n              hostId={hostId}\n              org={org}\n              link={{ leadId }}\n              phone={leadPhone || leadMobile}\n              doNotCall={doNotCall}\n            />\n            {/* An answer in a thread another plugin keeps with them (AGL-4020), ahead of a new message. */}\n            <CrmRecordEmailActionsZone\n              hostId={hostId}\n              org={org}\n              kind=\"lead\"\n              recordId={leadId}\n              name={String(lead['name'] ?? '')}\n              email={String(lead['email'] ?? '') || null}\n            />\n            <CrmSendEmailButton\n              hostId={hostId}\n              leadId={leadId}\n              email={String(lead['email'] ?? '')}\n              name={String(lead['name'] ?? '')}\n              emailState={emailState}\n            />\n          </>\n        }\n        menuItems={[\n          ...(open\n            ? [\n                {\n                  key: 'unqualify',\n                  label: 'Unqualify',\n                  icon: <MdiIcon path={mdiAccountCancelOutline.path} size={0.8} />,\n                  destructive: true,\n                  onClick: () => onUnqualify(),\n                } satisfies RowActionsMenuItem,\n              ]\n            : []),\n          ...extraMenuItems,\n        ]}\n        chips={\n          <>\n            <LeadStatusChip lead={lead} statuses={leadStatuses.picklist} />\n            {/* The verdict on the address (AGL-3245), beside the status: a\n                bounce does not move New or Working, but it is the first\n                thing a person deciding whether to write must see. */}\n            <CrmEmailStateChip state={emailState} />\n            {/* The mail gateway in front of the address, and what it did\n                with this site's mail this week (AGL-3328). */}\n            <CrmEmailGatewayChip\n              hostId={hostId}\n              email={String(lead['email'] ?? '')}\n              emailState={emailState}\n            />\n            <CrmAccountLockChip\n              hostId={hostId}\n              email={String(lead['email'] ?? '')}\n            />\n            <CrmRecordChip\n              label=\"Owner\"\n              value={lead.ownerUid ? roster.labelFor(lead.ownerUid) : undefined}\n            />\n            {extraChips}\n          </>\n        }\n      >\n        <Stack spacing={3}>\n          {banner}\n          {/*\n            Only when the capture carried one (AGL-2661): the sign-up door\n            writes no phone, and a booking only when its service asks for\n            one (AGL-3493), so a row for every lead would often be a\n            permanent blank. A form that captures one fills this.\n          */}\n          {leadPhone ? (\n            <Fact label=\"Phone\">\n              <CrmPhoneLink phone={leadPhone} doNotCall={doNotCall} />\n            </Fact>\n          ) : null}\n          {leadMobile ? (\n            <Fact label=\"Mobile phone\">\n              <CrmPhoneLink phone={leadMobile} doNotCall={doNotCall} />\n            </Fact>\n          ) : null}\n          <Fact label=\"Marketing consent\">{consentLine}</Fact>\n          <Stack direction={{ xs: 'column', md: 'row' }} spacing={2}>\n            {converted ? (\n              <Fact label=\"Status\">\n                <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                  <LeadStatusChip lead={lead} statuses={leadStatuses.picklist} />\n                  <Typography variant=\"body2\" color=\"text.secondary\">\n                    {lead.convertedAtMs\n                      ? `Converted ${new Date(lead.convertedAtMs).toLocaleString()}`\n                      : 'Converted'}\n                  </Typography>\n                </Stack>\n              </Fact>\n            ) : (\n              <FormControl size=\"small\" sx={{ minWidth: 200 }}>\n                <InputLabel id={statusLabelId}>{'Status'}</InputLabel>\n                <Select\n                  labelId={statusLabelId}\n                  label=\"Status\"\n                  value={Aglyn.crmLeadStatusLabel(lead, leadStatuses.picklist)}\n                  onChange={(event) => {\n                    const choice = statusChoices.find((entry) => entry.label === event.target.value)\n                    if (!choice) return\n                    if (choice.status === 'unqualified') {\n                      onUnqualify(choice.label)\n                      return\n                    }\n                    // The meaning and the org's label for it, together\n                    // (AGL-3512). Reopening drops the reason with the closed\n                    // state: a lead being worked again is not \"unqualified\n                    // because …\".\n                    void write(\n                      {\n                        status: choice.status,\n                        statusLabel: choice.label,\n                        ...(status === 'unqualified' ? { unqualifiedReason: deleteField() } : {}),\n                      },\n                      'Status updated',\n                    )\n                  }}\n                >\n                  {leadStatusMenuItems(statusChoices)}\n                </Select>\n              </FormControl>\n            )}\n            <LeadOwnerSelect\n              value={lead.ownerUid}\n              roster={roster}\n              fullWidth={false}\n              onChange={(uid) =>\n                void write({ ownerUid: uid || deleteField() }, uid ? 'Owner assigned' : 'Owner cleared')\n              }\n            />\n          </Stack>\n          {status === 'unqualified' && lead.unqualifiedReason ? (\n            <Alert severity=\"info\">{`Unqualified: ${lead.unqualifiedReason}`}</Alert>\n          ) : null}\n        </Stack>\n      </CrmRecordHeader>\n      {/*\n        The profile (AGL-3231), the org's own lead fields (AGL-3272) and the\n        notes: what Salesforce keeps on a lead and hands to the contact and\n        the account on convert. Read-only once converted — the contact is the\n        record then, and the header's links lead there — but for the notes.\n      */}\n      <CardDisplay\n        header={'Details'}\n        help={Aglyn.pluginDocsHelp('crmLeads', { anchor: '#lead-details' })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          action: (\n            <Stack direction=\"row\" spacing={1}>\n              {dirty ? 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Absent,\n            not an empty box, while the org defines none.\n          */}\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'More fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={converted || saving}\n                />\n              ))}\n            </>\n          ) : null}\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={notes}\n            onChange={(event) => {\n              setNotes(event.target.value)\n              setNotesDirty(true)\n            }}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: NOTES_MAX } 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package/src/lib/plugin.js

@@ -29,6 +29,7 @@ import { registerPluginZone } from "@aglyn/aglyn/plugin-manager/plugin-zones";
 import { registerPluginTransferResourceUi } from "@aglyn/aglyn/plugin-manager/plugin-transfer-resources";
 import { CRM_RECORD_ATTRIBUTION_ZONE } from "./components/crm-attribution-zone.js";
 import { CRM_RECORD_BOOKING_ZONE } from "./components/crm-booking-zone.js";
+import { CRM_RECORD_EMAIL_ACTIONS_ZONE } from "./components/crm-email-actions-zone-token.js";
 /** Code-split: the CRM hub only loads when opened. */ const CrmConsolePage = lazy(()=>import("./components/crm-console-page.js"));
 /** The dashboard glance, split the same way: it loads where the slot mounts it. */ /** Where a form's fields save on a contact, drawn on the form's own page. */ const FormContactFieldsCard = lazy(()=>import("./components/form-contact-fields-card.js"));
 const CrmTasksDueCard = lazy(()=>import("./components/crm-tasks-due-card.js"));
@@ -79,6 +80,16 @@ const CrmTasksDueCard = lazy(()=>import("./components/crm-tasks-due-card.js"));
     }, {
         pluginId: BUNDLE_ID
     });
+    registerPluginZone({
+        zone: CRM_RECORD_EMAIL_ACTIONS_ZONE,
+        label: 'Email a CRM record in its own thread',
+        surface: 'console',
+        // One control in a contact's or a lead's header, before Send email.
+        layout: 'bare',
+        description: 'Before Send email in a contact’s or lead’s header. A widget here offers another way to write to the person, such as answering a thread its plugin keeps; it is handed the site, org, record and address, and writes nothing.'
+    }, {
+        pluginId: BUNDLE_ID
+    });
     registerPluginZone({
         zone: CRM_RECORD_ATTRIBUTION_ZONE,
         label: 'Where a CRM record came from',

package/src/lib/plugin.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/plugin.ts"],"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\nimport * as Aglyn from '@aglyn/aglyn'\nimport { mdiCardAccountDetailsOutline } from '@aglyn/shared-data-mdi'\nimport { lazy } from 'react'\nimport { CRM_CONSOLE_SECTIONS } from './components/crm-console-sections'\nimport { CrmGlanceCard } from './components/crm-glance-card'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport { registerCrmTransferResourceUis } from './transfer/ui'\nimport { withCrmOrgMount } from './hooks/use-crm-org-mount'\nimport { registerCrmRecordCounts } from './model/crm-record-counts'\nimport { registerCrmRecordRoutes } from './model/crm-record-routes'\nimport { registerCrmRecordLists } from './model/crm-record-lists'\nimport { CRM_SEARCH_SOURCES } from './model/crm-search-sources'\nimport { registerPluginZone } from '@aglyn/aglyn/plugin-manager/plugin-zones'\nimport { registerPluginTransferResourceUi } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources'\nimport { CRM_RECORD_ATTRIBUTION_ZONE } from './components/crm-attribution-zone'\nimport { CRM_RECORD_BOOKING_ZONE } from './components/crm-booking-zone'\n\n/** Code-split: the CRM hub only loads when opened. */\nconst CrmConsolePage = lazy(\n  () => import('./components/crm-console-page'),\n)\n/** The dashboard glance, split the same way: it loads where the slot mounts it. */\n/** Where a form's fields save on a contact, drawn on the form's own page. */\nconst FormContactFieldsCard = lazy(\n  () => import('./components/form-contact-fields-card'),\n)\n\nconst CrmTasksDueCard = lazy(\n  () => import('./components/crm-tasks-due-card'),\n)\n\n/**\n * What a plan without the CRM sees where the glance card would be (AGL-3977):\n * the suite named, with the plan that includes it. One card, not two — the\n * tasks card has nothing to sell that this one does not.\n */\nconst CRM_GLANCE_LOCKED_PREVIEW = {\n  description:\n    'Follow every person your site captures as a lead, contact or deal, ' +\n    'with tasks and reports, from one place.',\n} as const\n\n/**\n * CRM feature plugin (AGL-395, the hub since AGL-2595). Console-only — its\n * records live in Firestore and have no canvas element, so there is no UI\n * bundle. The console half declares the CRM nav + hub through the\n * ConsoleExtension registry (release_crm gate via the nav tab); the\n * contacts section reads the `contactsPerHost` quota off the shell-passed\n * `org`.\n *\n * The plugin id is `crm` (AGL-2595). It was `contacts` while the surface was\n * one list; the id is persisted in every org's `enabledPlugins` and every\n * host's `disabledPlugins`, so the runtime read the old value as this one\n * until the stored documents had been rewritten, and the alias was retired\n * once that backfill reported nothing left (AGL-2614). The `/contacts`\n * address is a URL, not a stored id, and the nav item keeps redirecting it.\n */\nexport function registerCrmConsole(): void {\n  // How the Import & export hub names email templates in a workspace package (AGL-3535).\n  registerPluginTransferResourceUi('crm.email-templates', { label: 'Email templates' }, { pluginId: BUNDLE_ID })\n  registerCrmRecordRoutes()\n  // How the import wizard and the export dialog name the CRM's records (AGL-3527).\n  registerCrmTransferResourceUis(BUNDLE_ID)\n  // The CRM's records as another plugin's picker lists them (AGL-3080).\n  registerCrmRecordLists()\n  // The leads a site captured and the organization's contacts, counted for\n  // another plugin's figure.\n  registerCrmRecordCounts()\n  registerPluginZone(\n    {\n      zone: CRM_RECORD_BOOKING_ZONE,\n      label: 'Book a meeting from a CRM record',\n      surface: 'console',\n      // One control in a record header's row of actions, and one beside the\n      // composer's fields: the page lays them out, so the zone adds nothing.\n      layout: 'bare',\n      description:\n        'In a record’s header and beside the one-to-one composer. A widget here offers the site’s bookable services and the link a visitor books one at; it is handed the site, the record and, from the composer, a way to insert the chosen link. It writes nothing.',\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  registerPluginZone(\n    {\n      zone: CRM_RECORD_ATTRIBUTION_ZONE,\n      label: 'Where a CRM record came from',\n      surface: 'console',\n      description:\n        'On a contact’s page and in a lead’s history. A widget here says which campaign or link brought the person; it is handed the site, what the record is and its id, and it writes nothing.',\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  Aglyn.registerConsoleExtension({\n    pluginId: BUNDLE_ID,\n    displayName: 'CRM',\n    /*\n     * WHO may open the CRM, declared so the shell enforces it.\n     *\n     * `navTabId` below is a release flag, not authorization: it says whether\n     * the surface has shipped, and `FeatureGate` reads it as\n     * `released || isStaff`. Nothing above this page decided who among a\n     * workspace's members may read it, and the page is a full editor over\n     * org-shared people data — names, addresses, order history, notes,\n     * consent, and a CSV export of all of it.\n     *\n     * `data.manage` rather than a key of this plugin's own, because it is\n     * the catalog key whose subject is exactly this data. The Firestore\n     * rules place contacts in the org-shared data block with datasets and\n     * gate writes on `canWriteOrgData()` — owner, admin, editor — which is\n     * the population `data.manage` defaults to, so the console gate and the\n     * rules agree on the built-in roles by construction. A custom role or a\n     * per-member override then narrows the console further, and the rules\n     * stay the boundary for the data itself.\n     *\n     * Minting a `contacts.*` key instead would advertise a control that does\n     * not exist. Console contact writes are client-direct against the rules,\n     * so a new key would have no server enforcement point to sit on, and a\n     * permission a customer can untick that changes nothing is worse than\n     * its absence.\n     *\n     * A SITE COLLABORATOR holding it reaches this page deliberately. They\n     * are a real org member document, so this gate is the first thing that\n     * has ever asked about them here — and the answer is yes, scoped: the\n     * listener filters on `visibleTo`, the rules prove the same predicate\n     * per document, and every field the page shows is read through the\n     * viewing group's own facet. Refusing them outright would delete a\n     * shipped capability rather than close a hole.\n     */\n    permission: 'data.manage',\n    /*\n     * WHAT the workspace must have bought (AGL-2851). The CRM is included\n     * from Starter and a Free workspace has none of it, so the flag is\n     * declared once, here, and the shell refuses every surface this\n     * registers on a plan without it: the hub body at both mounts, every\n     * section and record beneath it, drawn locked beside the upgrade notice,\n     * and the dashboard cards. The nav tab stays, as every plan-locked tab\n     * does, because it is the way to that notice. The CRM's routes, `/v1`\n     * and the Firestore rules ask the same question where the data is\n     * (`server/suite-gate.ts`).\n     */\n    featureFlag: 'crm',\n    // What the console's search finds here, under the two gates above.\n    searchSources: CRM_SEARCH_SOURCES,\n    /*\n     * Dashboard cards (AGL-2599, AGL-2604): the site dashboard's `hostDashboard`\n     * slot composes this extension's permission over each, so a card appears\n     * only where the CRM is enabled and only for a reader who may open it —\n     * registered here rather than imported by the dashboard so the shell's\n     * enablement and entitlement gate decides whether a site that never turned\n     * the CRM on sees them, the rule every card on that row follows. The tasks\n     * card is a glance at the reader's own overdue and due-today work and\n     * renders nothing on a workspace that has never made a task; the glance\n     * card is four server-counted figures, each a link into the hub.\n     *\n     * Both name `features.crm`, as the extension does (AGL-2611, AGL-2851):\n     * the slot composes the two, so a plan without the CRM gets neither card.\n     * The glance card declares a `lockedPreview` (AGL-3977), so in its place\n     * the shell draws one locked card naming the plan that includes the CRM;\n     * the tasks card stays absent.\n     *\n     * The same two cards again on the organization's `orgDashboard` slot\n     * (AGL-2636) — the org's sites page — under the same flag, with the same\n     * ids: the id names the card, and it is one card totaling the whole\n     * organization there instead of one site. The shell hands that slot the\n     * org mount as a prop, and `withCrmOrgMount` is what puts the mount's\n     * provider around each card, since the sites page cannot import one.\n     */\n    widgets: [\n      // Which contact field each of a form's fields saves to, on the form's\n      // own page. The forms plugin hosts the zone and writes the form\n      // document; what a contact's fields ARE is this plugin's, so the card\n      // is too.\n      {\n        slot: 'formContactFields',\n        widgetId: 'crm-form-contact-fields',\n        title: 'Saves to contact fields',\n        // A contact's custom fields are part of the suite, so a workspace\n        // without it has none to map a form's field onto.\n        featureFlag: 'crm',\n        Component: FormContactFieldsCard,\n      },\n      {\n        slot: Aglyn.CONSOLE_WIDGET_SLOTS.hostDashboard,\n        widgetId: 'crm-tasks-due',\n        title: 'Tasks due',\n        featureFlag: 'crm',\n        Component: CrmTasksDueCard,\n      },\n      {\n        slot: Aglyn.CONSOLE_WIDGET_SLOTS.hostDashboard,\n        widgetId: 'crm-glance',\n        title: 'CRM at a glance',\n        featureFlag: 'crm',\n        lockedPreview: CRM_GLANCE_LOCKED_PREVIEW,\n        Component: CrmGlanceCard,\n      },\n      {\n        slot: Aglyn.CONSOLE_WIDGET_SLOTS.orgDashboard,\n        widgetId: 'crm-tasks-due',\n        title: 'Tasks due',\n        featureFlag: 'crm',\n        Component: withCrmOrgMount(CrmTasksDueCard),\n      },\n      {\n        slot: Aglyn.CONSOLE_WIDGET_SLOTS.orgDashboard,\n        widgetId: 'crm-glance',\n        title: 'CRM at a glance',\n        featureFlag: 'crm',\n        lockedPreview: CRM_GLANCE_LOCKED_PREVIEW,\n        Component: withCrmOrgMount(CrmGlanceCard),\n      },\n    ],\n    navItems: [\n      {\n        label: 'CRM',\n        href: '/crm',\n        // The address the surface had while it was one list. A link kept\n        // from then — a bookmark, a docs page, an email — still opens the\n        // hub rather than the shell's \"not available\" notice.\n        legacyHrefs: ['/contacts'],\n        // Sections as ROUTES (AGL-2595): each is a real URL the shell\n        // resolves and gates, so the page mounts the one being read and a\n        // bare `/crm` lands on the first. Every section inherits this\n        // item's `release_crm` gate.\n        sections: CRM_CONSOLE_SECTIONS,\n        navTabId: 'nav-tab-contacts',\n        icon: { path: mdiCardAccountDetailsOutline.path },\n        header: {\n          title: 'CRM',\n          icon: { path: mdiCardAccountDetailsOutline.path },\n          docsTopic: 'crm',\n        },\n        Component: CrmConsolePage,\n      },\n    ],\n    /*\n     * The ORGANIZATION's CRM hub (AGL-2630), at `/[orgSlug]/crm`: the same\n     * sections over every site at once, mounted with no site and the org's\n     * sites as `orgMount`. Its listeners carry no scope clause, so the\n     * shell's org route refuses a site collaborator on REACH before it asks\n     * the `data.manage` declared above; a permission alone, which a\n     * collaborator's role can carry, never opens it.\n     *\n     * It carries the SITE tab's id on purpose: `release_contacts` names\n     * `nav-tab-contacts`, so one flag holds both halves of the CRM, and the\n     * org half cannot ship while the site half is switched off. First among\n     * the organization's plugin tabs, beside Data, the org's other shared\n     * collection of records. The help opens the docs heading about this\n     * mount. Its old address, `/[orgSlug]/contacts`, is a console redirect\n     * (`consoleRedirects`), so it needs no `legacyHrefs` here.\n     */\n    orgNavItems: [\n      {\n        label: 'CRM',\n        href: '/crm',\n        sections: CRM_CONSOLE_SECTIONS,\n        navTabId: 'nav-tab-contacts',\n        tabOrder: -100,\n        icon: { path: mdiCardAccountDetailsOutline.path },\n        header: {\n          title: 'CRM',\n          icon: { path: mdiCardAccountDetailsOutline.path },\n          docsTopic: 'crm',\n          docsAnchor: '#at-the-organization-level',\n        },\n        Component: CrmConsolePage,\n      },\n    ],\n  })\n}\n"],"names":["Aglyn","mdiCardAccountDetailsOutline","lazy","CRM_CONSOLE_SECTIONS","CrmGlanceCard","BUNDLE_ID","registerCrmTransferResourceUis","withCrmOrgMount","registerCrmRecordCounts","registerCrmRecordRoutes","registerCrmRecordLists","CRM_SEARCH_SOURCES","registerPluginZone","registerPluginTransferResourceUi","CRM_RECORD_ATTRIBUTION_ZONE","CRM_RECORD_BOOKING_ZONE","CrmConsolePage","FormContactFieldsCard","CrmTasksDueCard","CRM_GLANCE_LOCKED_PREVIEW","description","registerCrmConsole","label","pluginId","zone","surface","layout","registerConsoleExtension","displayName","permission","featureFlag","searchSources","widgets","slot","widgetId","title","Component","CONSOLE_WIDGET_SLOTS","hostDashboard","lockedPreview","orgDashboard","navItems","href","legacyHrefs","sections","navTabId","icon","path","header","docsTopic","orgNavItems","tabOrder","docsAnchor"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,YAAYA,WAAW,eAAc;AACrC,SAASC,4BAA4B,QAAQ,yBAAwB;AACrE,SAASC,IAAI,QAAQ,QAAO;AAC5B,SAASC,oBAAoB,QAAQ,uCAAmC;AACxE,SAASC,aAAa,QAAQ,kCAA8B;AAC5D,SAASC,SAAS,QAAQ,+BAA2B;AACrD,SAASC,8BAA8B,QAAQ,mBAAe;AAC9D,SAASC,eAAe,QAAQ,+BAA2B;AAC3D,SAASC,uBAAuB,QAAQ,+BAA2B;AACnE,SAASC,uBAAuB,QAAQ,+BAA2B;AACnE,SAASC,sBAAsB,QAAQ,8BAA0B;AACjE,SAASC,kBAAkB,QAAQ,gCAA4B;AAC/D,SAASC,kBAAkB,QAAQ,2CAA0C;AAC7E,SAASC,gCAAgC,QAAQ,wDAAuD;AACxG,SAASC,2BAA2B,QAAQ,uCAAmC;AAC/E,SAASC,uBAAuB,QAAQ,mCAA+B;AAEvE,oDAAoD,GACpD,MAAMC,iBAAiBd,KACrB,IAAM,MAAM,CAAC;AAEf,iFAAiF,GACjF,2EAA2E,GAC3E,MAAMe,wBAAwBf,KAC5B,IAAM,MAAM,CAAC;AAGf,MAAMgB,kBAAkBhB,KACtB,IAAM,MAAM,CAAC;AAGf;;;;CAIC,GACD,MAAMiB,4BAA4B;IAChCC,aACE,wEACA;AACJ;AAEA;;;;;;;;;;;;;;CAcC,GACD,OAAO,SAASC;IACd,uFAAuF;IACvFR,iCAAiC,uBAAuB;QAAES,OAAO;IAAkB,GAAG;QAAEC,UAAUlB;IAAU;IAC5GI;IACA,iFAAiF;IACjFH,+BAA+BD;IAC/B,sEAAsE;IACtEK;IACA,yEAAyE;IACzE,2BAA2B;IAC3BF;IACAI,mBACE;QACEY,MAAMT;QACNO,OAAO;QACPG,SAAS;QACT,sEAAsE;QACtE,uEAAuE;QACvEC,QAAQ;QACRN,aACE;IACJ,GACA;QAAEG,UAAUlB;IAAU;IAExBO,mBACE;QACEY,MAAMV;QACNQ,OAAO;QACPG,SAAS;QACTL,aACE;IACJ,GACA;QAAEG,UAAUlB;IAAU;IAExBL,MAAM2B,wBAAwB,CAAC;QAC7BJ,UAAUlB;QACVuB,aAAa;QACb;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;KAgCC,GACDC,YAAY;QACZ;;;;;;;;;;KAUC,GACDC,aAAa;QACb,mEAAmE;QACnEC,eAAepB;QACf;;;;;;;;;;;;;;;;;;;;;;;KAuBC,GACDqB,SAAS;YACP,sEAAsE;YACtE,gEAAgE;YAChE,sEAAsE;YACtE,UAAU;YACV;gBACEC,MAAM;gBACNC,UAAU;gBACVC,OAAO;gBACP,kEAAkE;gBAClE,kDAAkD;gBAClDL,aAAa;gBACbM,WAAWnB;YACb;YACA;gBACEgB,MAAMjC,MAAMqC,oBAAoB,CAACC,aAAa;gBAC9CJ,UAAU;gBACVC,OAAO;gBACPL,aAAa;gBACbM,WAAWlB;YACb;YACA;gBACEe,MAAMjC,MAAMqC,oBAAoB,CAACC,aAAa;gBAC9CJ,UAAU;gBACVC,OAAO;gBACPL,aAAa;gBACbS,eAAepB;gBACfiB,WAAWhC;YACb;YACA;gBACE6B,MAAMjC,MAAMqC,oBAAoB,CAACG,YAAY;gBAC7CN,UAAU;gBACVC,OAAO;gBACPL,aAAa;gBACbM,WAAW7B,gBAAgBW;YAC7B;YACA;gBACEe,MAAMjC,MAAMqC,oBAAoB,CAACG,YAAY;gBAC7CN,UAAU;gBACVC,OAAO;gBACPL,aAAa;gBACbS,eAAepB;gBACfiB,WAAW7B,gBAAgBH;YAC7B;SACD;QACDqC,UAAU;YACR;gBACEnB,OAAO;gBACPoB,MAAM;gBACN,iEAAiE;gBACjE,kEAAkE;gBAClE,sDAAsD;gBACtDC,aAAa;oBAAC;iBAAY;gBAC1B,8DAA8D;gBAC9D,kEAAkE;gBAClE,8DAA8D;gBAC9D,6BAA6B;gBAC7BC,UAAUzC;gBACV0C,UAAU;gBACVC,MAAM;oBAAEC,MAAM9C,6BAA6B8C,IAAI;gBAAC;gBAChDC,QAAQ;oBACNb,OAAO;oBACPW,MAAM;wBAAEC,MAAM9C,6BAA6B8C,IAAI;oBAAC;oBAChDE,WAAW;gBACb;gBACAb,WAAWpB;YACb;SACD;QACD;;;;;;;;;;;;;;;KAeC,GACDkC,aAAa;YACX;gBACE5B,OAAO;gBACPoB,MAAM;gBACNE,UAAUzC;gBACV0C,UAAU;gBACVM,UAAU,CAAC;gBACXL,MAAM;oBAAEC,MAAM9C,6BAA6B8C,IAAI;gBAAC;gBAChDC,QAAQ;oBACNb,OAAO;oBACPW,MAAM;wBAAEC,MAAM9C,6BAA6B8C,IAAI;oBAAC;oBAChDE,WAAW;oBACXG,YAAY;gBACd;gBACAhB,WAAWpB;YACb;SACD;IACH;AACF"}
+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/plugin.ts"],"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\nimport * as Aglyn from '@aglyn/aglyn'\nimport { mdiCardAccountDetailsOutline } from '@aglyn/shared-data-mdi'\nimport { lazy } from 'react'\nimport { CRM_CONSOLE_SECTIONS } from './components/crm-console-sections'\nimport { CrmGlanceCard } from './components/crm-glance-card'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport { registerCrmTransferResourceUis } from './transfer/ui'\nimport { withCrmOrgMount } from './hooks/use-crm-org-mount'\nimport { registerCrmRecordCounts } from './model/crm-record-counts'\nimport { registerCrmRecordRoutes } from './model/crm-record-routes'\nimport { registerCrmRecordLists } from './model/crm-record-lists'\nimport { CRM_SEARCH_SOURCES } from './model/crm-search-sources'\nimport { registerPluginZone } from '@aglyn/aglyn/plugin-manager/plugin-zones'\nimport { registerPluginTransferResourceUi } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources'\nimport { CRM_RECORD_ATTRIBUTION_ZONE } from './components/crm-attribution-zone'\nimport { CRM_RECORD_BOOKING_ZONE } from './components/crm-booking-zone'\nimport { CRM_RECORD_EMAIL_ACTIONS_ZONE } from './components/crm-email-actions-zone-token'\n\n/** Code-split: the CRM hub only loads when opened. */\nconst CrmConsolePage = lazy(\n  () => import('./components/crm-console-page'),\n)\n/** The dashboard glance, split the same way: it loads where the slot mounts it. */\n/** Where a form's fields save on a contact, drawn on the form's own page. */\nconst FormContactFieldsCard = lazy(\n  () => import('./components/form-contact-fields-card'),\n)\n\nconst CrmTasksDueCard = lazy(\n  () => import('./components/crm-tasks-due-card'),\n)\n\n/**\n * What a plan without the CRM sees where the glance card would be (AGL-3977):\n * the suite named, with the plan that includes it. One card, not two — the\n * tasks card has nothing to sell that this one does not.\n */\nconst CRM_GLANCE_LOCKED_PREVIEW = {\n  description:\n    'Follow every person your site captures as a lead, contact or deal, ' +\n    'with tasks and reports, from one place.',\n} as const\n\n/**\n * CRM feature plugin (AGL-395, the hub since AGL-2595). Console-only — its\n * records live in Firestore and have no canvas element, so there is no UI\n * bundle. The console half declares the CRM nav + hub through the\n * ConsoleExtension registry (release_crm gate via the nav tab); the\n * contacts section reads the `contactsPerHost` quota off the shell-passed\n * `org`.\n *\n * The plugin id is `crm` (AGL-2595). It was `contacts` while the surface was\n * one list; the id is persisted in every org's `enabledPlugins` and every\n * host's `disabledPlugins`, so the runtime read the old value as this one\n * until the stored documents had been rewritten, and the alias was retired\n * once that backfill reported nothing left (AGL-2614). The `/contacts`\n * address is a URL, not a stored id, and the nav item keeps redirecting it.\n */\nexport function registerCrmConsole(): void {\n  // How the Import & export hub names email templates in a workspace package (AGL-3535).\n  registerPluginTransferResourceUi('crm.email-templates', { label: 'Email templates' }, { pluginId: BUNDLE_ID })\n  registerCrmRecordRoutes()\n  // How the import wizard and the export dialog name the CRM's records (AGL-3527).\n  registerCrmTransferResourceUis(BUNDLE_ID)\n  // The CRM's records as another plugin's picker lists them (AGL-3080).\n  registerCrmRecordLists()\n  // The leads a site captured and the organization's contacts, counted for\n  // another plugin's figure.\n  registerCrmRecordCounts()\n  registerPluginZone(\n    {\n      zone: CRM_RECORD_BOOKING_ZONE,\n      label: 'Book a meeting from a CRM record',\n      surface: 'console',\n      // One control in a record header's row of actions, and one beside the\n      // composer's fields: the page lays them out, so the zone adds nothing.\n      layout: 'bare',\n      description:\n        'In a record’s header and beside the one-to-one composer. A widget here offers the site’s bookable services and the link a visitor books one at; it is handed the site, the record and, from the composer, a way to insert the chosen link. It writes nothing.',\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  registerPluginZone(\n    {\n      zone: CRM_RECORD_EMAIL_ACTIONS_ZONE,\n      label: 'Email a CRM record in its own thread',\n      surface: 'console',\n      // One control in a contact's or a lead's header, before Send email.\n      layout: 'bare',\n      description:\n        'Before Send email in a contact’s or lead’s header. A widget here offers another way to write to the person, such as answering a thread its plugin keeps; it is handed the site, org, record and address, and writes nothing.',\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  registerPluginZone(\n    {\n      zone: CRM_RECORD_ATTRIBUTION_ZONE,\n      label: 'Where a CRM record came from',\n      surface: 'console',\n      description:\n        'On a contact’s page and in a lead’s history. A widget here says which campaign or link brought the person; it is handed the site, what the record is and its id, and it writes nothing.',\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  Aglyn.registerConsoleExtension({\n    pluginId: BUNDLE_ID,\n    displayName: 'CRM',\n    /*\n     * WHO may open the CRM, declared so the shell enforces it.\n     *\n     * `navTabId` below is a release flag, not authorization: it says whether\n     * the surface has shipped, and `FeatureGate` reads it as\n     * `released || isStaff`. Nothing above this page decided who among a\n     * workspace's members may read it, and the page is a full editor over\n     * org-shared people data — names, addresses, order history, notes,\n     * consent, and a CSV export of all of it.\n     *\n     * `data.manage` rather than a key of this plugin's own, because it is\n     * the catalog key whose subject is exactly this data. The Firestore\n     * rules place contacts in the org-shared data block with datasets and\n     * gate writes on `canWriteOrgData()` — owner, admin, editor — which is\n     * the population `data.manage` defaults to, so the console gate and the\n     * rules agree on the built-in roles by construction. A custom role or a\n     * per-member override then narrows the console further, and the rules\n     * stay the boundary for the data itself.\n     *\n     * Minting a `contacts.*` key instead would advertise a control that does\n     * not exist. Console contact writes are client-direct against the rules,\n     * so a new key would have no server enforcement point to sit on, and a\n     * permission a customer can untick that changes nothing is worse than\n     * its absence.\n     *\n     * A SITE COLLABORATOR holding it reaches this page deliberately. They\n     * are a real org member document, so this gate is the first thing that\n     * has ever asked about them here — and the answer is yes, scoped: the\n     * listener filters on `visibleTo`, the rules prove the same predicate\n     * per document, and every field the page shows is read through the\n     * viewing group's own facet. Refusing them outright would delete a\n     * shipped capability rather than close a hole.\n     */\n    permission: 'data.manage',\n    /*\n     * WHAT the workspace must have bought (AGL-2851). The CRM is included\n     * from Starter and a Free workspace has none of it, so the flag is\n     * declared once, here, and the shell refuses every surface this\n     * registers on a plan without it: the hub body at both mounts, every\n     * section and record beneath it, drawn locked beside the upgrade notice,\n     * and the dashboard cards. The nav tab stays, as every plan-locked tab\n     * does, because it is the way to that notice. The CRM's routes, `/v1`\n     * and the Firestore rules ask the same question where the data is\n     * (`server/suite-gate.ts`).\n     */\n    featureFlag: 'crm',\n    // What the console's search finds here, under the two gates above.\n    searchSources: CRM_SEARCH_SOURCES,\n    /*\n     * Dashboard cards (AGL-2599, AGL-2604): the site dashboard's `hostDashboard`\n     * slot composes this extension's permission over each, so a card appears\n     * only where the CRM is enabled and only for a reader who may open it —\n     * registered here rather than imported by the dashboard so the shell's\n     * enablement and entitlement gate decides whether a site that never turned\n     * the CRM on sees them, the rule every card on that row follows. The tasks\n     * card is a glance at the reader's own overdue and due-today work and\n     * renders nothing on a workspace that has never made a task; the glance\n     * card is four server-counted figures, each a link into the hub.\n     *\n     * Both name `features.crm`, as the extension does (AGL-2611, AGL-2851):\n     * the slot composes the two, so a plan without the CRM gets neither card.\n     * The glance card declares a `lockedPreview` (AGL-3977), so in its place\n     * the shell draws one locked card naming the plan that includes the CRM;\n     * the tasks card stays absent.\n     *\n     * The same two cards again on the organization's `orgDashboard` slot\n     * (AGL-2636) — the org's sites page — under the same flag, with the same\n     * ids: the id names the card, and it is one card totaling the whole\n     * organization there instead of one site. The shell hands that slot the\n     * org mount as a prop, and `withCrmOrgMount` is what puts the mount's\n     * provider around each card, since the sites page cannot import one.\n     */\n    widgets: [\n      // Which contact field each of a form's fields saves to, on the form's\n      // own page. The forms plugin hosts the zone and writes the form\n      // document; what a contact's fields ARE is this plugin's, so the card\n      // is too.\n      {\n        slot: 'formContactFields',\n        widgetId: 'crm-form-contact-fields',\n        title: 'Saves to contact fields',\n        // A contact's custom fields are part of the suite, so a workspace\n        // without it has none to map a form's field onto.\n        featureFlag: 'crm',\n        Component: FormContactFieldsCard,\n      },\n      {\n        slot: Aglyn.CONSOLE_WIDGET_SLOTS.hostDashboard,\n        widgetId: 'crm-tasks-due',\n        title: 'Tasks due',\n        featureFlag: 'crm',\n        Component: CrmTasksDueCard,\n      },\n      {\n        slot: Aglyn.CONSOLE_WIDGET_SLOTS.hostDashboard,\n        widgetId: 'crm-glance',\n        title: 'CRM at a glance',\n        featureFlag: 'crm',\n        lockedPreview: CRM_GLANCE_LOCKED_PREVIEW,\n        Component: CrmGlanceCard,\n      },\n      {\n        slot: Aglyn.CONSOLE_WIDGET_SLOTS.orgDashboard,\n        widgetId: 'crm-tasks-due',\n        title: 'Tasks due',\n        featureFlag: 'crm',\n        Component: withCrmOrgMount(CrmTasksDueCard),\n      },\n      {\n        slot: Aglyn.CONSOLE_WIDGET_SLOTS.orgDashboard,\n        widgetId: 'crm-glance',\n        title: 'CRM at a glance',\n        featureFlag: 'crm',\n        lockedPreview: CRM_GLANCE_LOCKED_PREVIEW,\n        Component: withCrmOrgMount(CrmGlanceCard),\n      },\n    ],\n    navItems: [\n      {\n        label: 'CRM',\n        href: '/crm',\n        // The address the surface had while it was one list. A link kept\n        // from then — a bookmark, a docs page, an email — still opens the\n        // hub rather than the shell's \"not available\" notice.\n        legacyHrefs: ['/contacts'],\n        // Sections as ROUTES (AGL-2595): each is a real URL the shell\n        // resolves and gates, so the page mounts the one being read and a\n        // bare `/crm` lands on the first. Every section inherits this\n        // item's `release_crm` gate.\n        sections: CRM_CONSOLE_SECTIONS,\n        navTabId: 'nav-tab-contacts',\n        icon: { path: mdiCardAccountDetailsOutline.path },\n        header: {\n          title: 'CRM',\n          icon: { path: mdiCardAccountDetailsOutline.path },\n          docsTopic: 'crm',\n        },\n        Component: CrmConsolePage,\n      },\n    ],\n    /*\n     * The ORGANIZATION's CRM hub (AGL-2630), at `/[orgSlug]/crm`: the same\n     * sections over every site at once, mounted with no site and the org's\n     * sites as `orgMount`. Its listeners carry no scope clause, so the\n     * shell's org route refuses a site collaborator on REACH before it asks\n     * the `data.manage` declared above; a permission alone, which a\n     * collaborator's role can carry, never opens it.\n     *\n     * It carries the SITE tab's id on purpose: `release_contacts` names\n     * `nav-tab-contacts`, so one flag holds both halves of the CRM, and the\n     * org half cannot ship while the site half is switched off. First among\n     * the organization's plugin tabs, beside Data, the org's other shared\n     * collection of records. The help opens the docs heading about this\n     * mount. Its old address, `/[orgSlug]/contacts`, is a console redirect\n     * (`consoleRedirects`), so it needs no `legacyHrefs` here.\n     */\n    orgNavItems: [\n      {\n        label: 'CRM',\n        href: '/crm',\n        sections: CRM_CONSOLE_SECTIONS,\n        navTabId: 'nav-tab-contacts',\n        tabOrder: -100,\n        icon: { path: mdiCardAccountDetailsOutline.path },\n        header: {\n          title: 'CRM',\n          icon: { path: mdiCardAccountDetailsOutline.path },\n          docsTopic: 'crm',\n          docsAnchor: '#at-the-organization-level',\n        },\n        Component: CrmConsolePage,\n      },\n    ],\n  })\n}\n"],"names":["Aglyn","mdiCardAccountDetailsOutline","lazy","CRM_CONSOLE_SECTIONS","CrmGlanceCard","BUNDLE_ID","registerCrmTransferResourceUis","withCrmOrgMount","registerCrmRecordCounts","registerCrmRecordRoutes","registerCrmRecordLists","CRM_SEARCH_SOURCES","registerPluginZone","registerPluginTransferResourceUi","CRM_RECORD_ATTRIBUTION_ZONE","CRM_RECORD_BOOKING_ZONE","CRM_RECORD_EMAIL_ACTIONS_ZONE","CrmConsolePage","FormContactFieldsCard","CrmTasksDueCard","CRM_GLANCE_LOCKED_PREVIEW","description","registerCrmConsole","label","pluginId","zone","surface","layout","registerConsoleExtension","displayName","permission","featureFlag","searchSources","widgets","slot","widgetId","title","Component","CONSOLE_WIDGET_SLOTS","hostDashboard","lockedPreview","orgDashboard","navItems","href","legacyHrefs","sections","navTabId","icon","path","header","docsTopic","orgNavItems","tabOrder","docsAnchor"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,YAAYA,WAAW,eAAc;AACrC,SAASC,4BAA4B,QAAQ,yBAAwB;AACrE,SAASC,IAAI,QAAQ,QAAO;AAC5B,SAASC,oBAAoB,QAAQ,uCAAmC;AACxE,SAASC,aAAa,QAAQ,kCAA8B;AAC5D,SAASC,SAAS,QAAQ,+BAA2B;AACrD,SAASC,8BAA8B,QAAQ,mBAAe;AAC9D,SAASC,eAAe,QAAQ,+BAA2B;AAC3D,SAASC,uBAAuB,QAAQ,+BAA2B;AACnE,SAASC,uBAAuB,QAAQ,+BAA2B;AACnE,SAASC,sBAAsB,QAAQ,8BAA0B;AACjE,SAASC,kBAAkB,QAAQ,gCAA4B;AAC/D,SAASC,kBAAkB,QAAQ,2CAA0C;AAC7E,SAASC,gCAAgC,QAAQ,wDAAuD;AACxG,SAASC,2BAA2B,QAAQ,uCAAmC;AAC/E,SAASC,uBAAuB,QAAQ,mCAA+B;AACvE,SAASC,6BAA6B,QAAQ,+CAA2C;AAEzF,oDAAoD,GACpD,MAAMC,iBAAiBf,KACrB,IAAM,MAAM,CAAC;AAEf,iFAAiF,GACjF,2EAA2E,GAC3E,MAAMgB,wBAAwBhB,KAC5B,IAAM,MAAM,CAAC;AAGf,MAAMiB,kBAAkBjB,KACtB,IAAM,MAAM,CAAC;AAGf;;;;CAIC,GACD,MAAMkB,4BAA4B;IAChCC,aACE,wEACA;AACJ;AAEA;;;;;;;;;;;;;;CAcC,GACD,OAAO,SAASC;IACd,uFAAuF;IACvFT,iCAAiC,uBAAuB;QAAEU,OAAO;IAAkB,GAAG;QAAEC,UAAUnB;IAAU;IAC5GI;IACA,iFAAiF;IACjFH,+BAA+BD;IAC/B,sEAAsE;IACtEK;IACA,yEAAyE;IACzE,2BAA2B;IAC3BF;IACAI,mBACE;QACEa,MAAMV;QACNQ,OAAO;QACPG,SAAS;QACT,sEAAsE;QACtE,uEAAuE;QACvEC,QAAQ;QACRN,aACE;IACJ,GACA;QAAEG,UAAUnB;IAAU;IAExBO,mBACE;QACEa,MAAMT;QACNO,OAAO;QACPG,SAAS;QACT,oEAAoE;QACpEC,QAAQ;QACRN,aACE;IACJ,GACA;QAAEG,UAAUnB;IAAU;IAExBO,mBACE;QACEa,MAAMX;QACNS,OAAO;QACPG,SAAS;QACTL,aACE;IACJ,GACA;QAAEG,UAAUnB;IAAU;IAExBL,MAAM4B,wBAAwB,CAAC;QAC7BJ,UAAUnB;QACVwB,aAAa;QACb;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;KAgCC,GACDC,YAAY;QACZ;;;;;;;;;;KAUC,GACDC,aAAa;QACb,mEAAmE;QACnEC,eAAerB;QACf;;;;;;;;;;;;;;;;;;;;;;;KAuBC,GACDsB,SAAS;YACP,sEAAsE;YACtE,gEAAgE;YAChE,sEAAsE;YACtE,UAAU;YACV;gBACEC,MAAM;gBACNC,UAAU;gBACVC,OAAO;gBACP,kEAAkE;gBAClE,kDAAkD;gBAClDL,aAAa;gBACbM,WAAWnB;YACb;YACA;gBACEgB,MAAMlC,MAAMsC,oBAAoB,CAACC,aAAa;gBAC9CJ,UAAU;gBACVC,OAAO;gBACPL,aAAa;gBACbM,WAAWlB;YACb;YACA;gBACEe,MAAMlC,MAAMsC,oBAAoB,CAACC,aAAa;gBAC9CJ,UAAU;gBACVC,OAAO;gBACPL,aAAa;gBACbS,eAAepB;gBACfiB,WAAWjC;YACb;YACA;gBACE8B,MAAMlC,MAAMsC,oBAAoB,CAACG,YAAY;gBAC7CN,UAAU;gBACVC,OAAO;gBACPL,aAAa;gBACbM,WAAW9B,gBAAgBY;YAC7B;YACA;gBACEe,MAAMlC,MAAMsC,oBAAoB,CAACG,YAAY;gBAC7CN,UAAU;gBACVC,OAAO;gBACPL,aAAa;gBACbS,eAAepB;gBACfiB,WAAW9B,gBAAgBH;YAC7B;SACD;QACDsC,UAAU;YACR;gBACEnB,OAAO;gBACPoB,MAAM;gBACN,iEAAiE;gBACjE,kEAAkE;gBAClE,sDAAsD;gBACtDC,aAAa;oBAAC;iBAAY;gBAC1B,8DAA8D;gBAC9D,kEAAkE;gBAClE,8DAA8D;gBAC9D,6BAA6B;gBAC7BC,UAAU1C;gBACV2C,UAAU;gBACVC,MAAM;oBAAEC,MAAM/C,6BAA6B+C,IAAI;gBAAC;gBAChDC,QAAQ;oBACNb,OAAO;oBACPW,MAAM;wBAAEC,MAAM/C,6BAA6B+C,IAAI;oBAAC;oBAChDE,WAAW;gBACb;gBACAb,WAAWpB;YACb;SACD;QACD;;;;;;;;;;;;;;;KAeC,GACDkC,aAAa;YACX;gBACE5B,OAAO;gBACPoB,MAAM;gBACNE,UAAU1C;gBACV2C,UAAU;gBACVM,UAAU,CAAC;gBACXL,MAAM;oBAAEC,MAAM/C,6BAA6B+C,IAAI;gBAAC;gBAChDC,QAAQ;oBACNb,OAAO;oBACPW,MAAM;wBAAEC,MAAM/C,6BAA6B+C,IAAI;oBAAC;oBAChDE,WAAW;oBACXG,YAAY;gBACd;gBACAhB,WAAWpB;YACb;SACD;IACH;AACF"}