@aglyn/plugins-ai 1.0.0-beta.143

package/src/lib/components/ai-crm-email-draft.component.js

@@ -0,0 +1,159 @@
+/**
+ * @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 { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { pluginDocsHelp } from "@aglyn/aglyn/app-utils/docs-help";
+import { useHostOrgId } from "@aglyn/tenant-feature-instance";
+import { Alert, Box, Button, CircularProgress, Link, Stack, TextField, Typography } from "@mui/material";
+import { useMemo, useState } from "react";
+import { AI_CRM_EMAIL_RECORD_KINDS, AI_CRM_EMAIL_REQUEST_MAX_CHARS } from "../model/ai-crm.js";
+import { useAiCrmAnswer } from "./use-ai-crm-answer.js";
+const emailKindOf = (kind)=>AI_CRM_EMAIL_RECORD_KINDS.includes(kind) ? kind : null;
+/**
+ * "Draft the message" (AGL-2917), in the CRM's one-to-one composer through
+ * the `recordEmail` zone: the member says what the email should say, a `crm`
+ * job drafts a subject and a message from that and the record's timeline, and
+ * the draft goes into the composer through `proposeDraft`, which asks before
+ * it replaces a written message.
+ *
+ * Nothing here sends anything, and nothing can: the composer's Send is the
+ * member's. A draft is asked afresh each time, so the card recalls no earlier
+ * one, and the answer door serves a draft only to the member who asked.
+ */ export function AiCrmEmailDraft(props) {
+    var _ref, _props_orgId;
+    var _run_job;
+    const { hostId, record, proposeDraft } = props;
+    const hostOrgId = useHostOrgId(props.orgId || !hostId ? undefined : hostId);
+    const orgId = (_ref = (_props_orgId = props.orgId) != null ? _props_orgId : hostOrgId) != null ? _ref : undefined;
+    const kind = emailKindOf(record.kind);
+    const recordId = record.id;
+    const wanted = useMemo(()=>kind ? {
+            kind: 'email',
+            record: {
+                kind,
+                id: recordId
+            }
+        } : null, [
+        kind,
+        recordId
+    ]);
+    const run = useAiCrmAnswer({
+        orgId,
+        hostId,
+        wanted,
+        recall: 'none'
+    });
+    const [request, setRequest] = useState('');
+    if (!kind || run.verdict !== 'ready') return null;
+    const working = run.busy || run.running;
+    const help = pluginDocsHelp('aiCrm', {
+        anchor: '#draft-an-email',
+        excerpt: 'Describe the email and a draft goes into the message. Nothing is sent until you press Send.'
+    });
+    const draft = async ()=>{
+        const answer = await run.ask(request.trim(), {
+            task: 'email',
+            record: kind,
+            recordId
+        });
+        if ((answer == null ? void 0 : answer.proposal.kind) !== 'email') return;
+        proposeDraft({
+            subject: answer.proposal.subject,
+            body: answer.proposal.body
+        }, answer.jobId);
+    };
+    return /*#__PURE__*/ _jsx(Box, {
+        sx: {
+            border: 1,
+            borderColor: 'divider',
+            borderRadius: 1,
+            p: 1.5
+        },
+        "aria-label": "Draft with AI",
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 1,
+            children: [
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 1,
+                    sx: {
+                        alignItems: 'baseline'
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsx(Typography, {
+                            variant: "subtitle2",
+                            sx: {
+                                flexGrow: 1
+                            },
+                            children: 'Draft with AI'
+                        }),
+                        /*#__PURE__*/ _jsx(Link, {
+                            href: help.href,
+                            target: "_blank",
+                            rel: "noopener",
+                            variant: "caption",
+                            title: help.excerpt,
+                            children: 'How it works'
+                        })
+                    ]
+                }),
+                /*#__PURE__*/ _jsx(TextField, {
+                    size: "small",
+                    multiline: true,
+                    minRows: 2,
+                    label: "What should the email say?",
+                    placeholder: "Follow up on the quote and offer a call next week",
+                    helperText: "Written from what you ask and this record's timeline. Nothing is sent until you press Send.",
+                    value: request,
+                    onChange: (event)=>setRequest(event.target.value.slice(0, AI_CRM_EMAIL_REQUEST_MAX_CHARS)),
+                    disabled: working
+                }),
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 1,
+                    sx: {
+                        alignItems: 'center'
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsx(Button, {
+                            size: "small",
+                            variant: "outlined",
+                            disabled: working || !orgId || !request.trim(),
+                            onClick: ()=>void draft(),
+                            children: 'Draft the message'
+                        }),
+                        working ? /*#__PURE__*/ _jsx(CircularProgress, {
+                            size: 16,
+                            "aria-label": "Drafting the message"
+                        }) : null
+                    ]
+                }),
+                run.notice ? /*#__PURE__*/ _jsx(Alert, {
+                    severity: "warning",
+                    children: run.notice
+                }) : null,
+                ((_run_job = run.job) == null ? void 0 : _run_job.error) && !run.answer ? /*#__PURE__*/ _jsx(Alert, {
+                    severity: run.job.status === 'failed' ? 'error' : 'warning',
+                    children: run.job.error
+                }) : null
+            ]
+        })
+    });
+}
+AiCrmEmailDraft.displayName = 'AiCrmEmailDraft';
+export default AiCrmEmailDraft;
+
+//# sourceMappingURL=ai-crm-email-draft.component.js.map

package/src/lib/components/ai-crm-email-draft.component.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/ai/src/lib/components/ai-crm-email-draft.component.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { pluginDocsHelp } from '@aglyn/aglyn/app-utils/docs-help'\nimport type { ConsoleRecordEmailZoneProps } from '@aglyn/aglyn/plugin-manager/feature-plugins'\nimport { useHostOrgId } from '@aglyn/tenant-feature-instance'\nimport { Alert, Box, Button, CircularProgress, Link, Stack, TextField, Typography } from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport {\n  AI_CRM_EMAIL_RECORD_KINDS,\n  AI_CRM_EMAIL_REQUEST_MAX_CHARS,\n  type AiCrmAnswerWanted,\n  type AiCrmRecordKind,\n} from '../model/ai-crm'\nimport { useAiCrmAnswer } from './use-ai-crm-answer'\n\nconst emailKindOf = (kind: string): AiCrmRecordKind | null =>\n  (AI_CRM_EMAIL_RECORD_KINDS as readonly string[]).includes(kind) ? (kind as AiCrmRecordKind) : null\n\n/**\n * \"Draft the message\" (AGL-2917), in the CRM's one-to-one composer through\n * the `recordEmail` zone: the member says what the email should say, a `crm`\n * job drafts a subject and a message from that and the record's timeline, and\n * the draft goes into the composer through `proposeDraft`, which asks before\n * it replaces a written message.\n *\n * Nothing here sends anything, and nothing can: the composer's Send is the\n * member's. A draft is asked afresh each time, so the card recalls no earlier\n * one, and the answer door serves a draft only to the member who asked.\n */\nexport function AiCrmEmailDraft(props: ConsoleRecordEmailZoneProps) {\n  const { hostId, record, proposeDraft } = props\n  const hostOrgId = useHostOrgId(props.orgId || !hostId ? undefined : hostId)\n  const orgId = props.orgId ?? hostOrgId ?? undefined\n  const kind = emailKindOf(record.kind)\n  const recordId = record.id\n  const wanted = useMemo<AiCrmAnswerWanted | null>(\n    () => (kind ? { kind: 'email', record: { kind, id: recordId } } : null),\n    [kind, recordId],\n  )\n  const run = useAiCrmAnswer({ orgId, hostId, wanted, recall: 'none' })\n  const [request, setRequest] = useState('')\n\n  if (!kind || run.verdict !== 'ready') return null\n\n  const working = run.busy || run.running\n  const help = pluginDocsHelp('aiCrm', {\n    anchor: '#draft-an-email',\n    excerpt: 'Describe the email and a draft goes into the message. Nothing is sent until you press Send.',\n  })\n\n  const draft = async () => {\n    const answer = await run.ask(request.trim(), { task: 'email', record: kind, recordId })\n    if (answer?.proposal.kind !== 'email') return\n    proposeDraft({ subject: answer.proposal.subject, body: answer.proposal.body }, answer.jobId)\n  }\n\n  return (\n    <Box sx={{ border: 1, borderColor: 'divider', borderRadius: 1, p: 1.5 }} aria-label=\"Draft with AI\">\n      <Stack spacing={1}>\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'baseline' }}>\n          <Typography variant=\"subtitle2\" sx={{ flexGrow: 1 }}>\n            {'Draft with AI'}\n          </Typography>\n          <Link href={help.href} target=\"_blank\" rel=\"noopener\" variant=\"caption\" title={help.excerpt}>\n            {'How it works'}\n          </Link>\n        </Stack>\n        <TextField\n          size=\"small\"\n          multiline\n          minRows={2}\n          label=\"What should the email say?\"\n          placeholder=\"Follow up on the quote and offer a call next week\"\n          helperText=\"Written from what you ask and this record's timeline. Nothing is sent until you press Send.\"\n          value={request}\n          onChange={(event) => setRequest(event.target.value.slice(0, AI_CRM_EMAIL_REQUEST_MAX_CHARS))}\n          disabled={working}\n        />\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={working || !orgId || !request.trim()}\n            onClick={() => void draft()}\n          >\n            {'Draft the message'}\n          </Button>\n          {working ? <CircularProgress size={16} aria-label=\"Drafting the message\" /> : null}\n        </Stack>\n        {run.notice ? <Alert severity=\"warning\">{run.notice}</Alert> : null}\n        {run.job?.error && !run.answer ? (\n          <Alert severity={run.job.status === 'failed' ? 'error' : 'warning'}>{run.job.error}</Alert>\n        ) : null}\n      </Stack>\n    </Box>\n  )\n}\nAiCrmEmailDraft.displayName = 'AiCrmEmailDraft'\n\nexport default AiCrmEmailDraft\n"],"names":["pluginDocsHelp","useHostOrgId","Alert","Box","Button","CircularProgress","Link","Stack","TextField","Typography","useMemo","useState","AI_CRM_EMAIL_RECORD_KINDS","AI_CRM_EMAIL_REQUEST_MAX_CHARS","useAiCrmAnswer","emailKindOf","kind","includes","AiCrmEmailDraft","props","run","hostId","record","proposeDraft","hostOrgId","orgId","undefined","recordId","id","wanted","recall","request","setRequest","verdict","working","busy","running","help","anchor","excerpt","draft","answer","ask","trim","task","proposal","subject","body","jobId","sx","border","borderColor","borderRadius","p","aria-label","spacing","direction","alignItems","variant","flexGrow","href","target","rel","title","size","multiline","minRows","label","placeholder","helperText","value","onChange","event","slice","disabled","onClick","notice","severity","job","error","status","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,cAAc,QAAQ,mCAAkC;AAEjE,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,KAAK,EAAEC,GAAG,EAAEC,MAAM,EAAEC,gBAAgB,EAAEC,IAAI,EAAEC,KAAK,EAAEC,SAAS,EAAEC,UAAU,QAAQ,gBAAe;AACxG,SAASC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACzC,SACEC,yBAAyB,EACzBC,8BAA8B,QAGzB,qBAAiB;AACxB,SAASC,cAAc,QAAQ,yBAAqB;AAEpD,MAAMC,cAAc,CAACC,OACnB,AAACJ,0BAAgDK,QAAQ,CAACD,QAASA,OAA2B;AAEhG;;;;;;;;;;CAUC,GACD,OAAO,SAASE,gBAAgBC,KAAkC;QAGlDA,MAAAA;QA0DPC;IA5DP,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAEC,YAAY,EAAE,GAAGJ;IACzC,MAAMK,YAAYvB,aAAakB,MAAMM,KAAK,IAAI,CAACJ,SAASK,YAAYL;IACpE,MAAMI,SAAQN,QAAAA,eAAAA,MAAMM,KAAK,YAAXN,eAAeK,qBAAfL,OAA4BO;IAC1C,MAAMV,OAAOD,YAAYO,OAAON,IAAI;IACpC,MAAMW,WAAWL,OAAOM,EAAE;IAC1B,MAAMC,SAASnB,QACb,IAAOM,OAAO;YAAEA,MAAM;YAASM,QAAQ;gBAAEN;gBAAMY,IAAID;YAAS;QAAE,IAAI,MAClE;QAACX;QAAMW;KAAS;IAElB,MAAMP,MAAMN,eAAe;QAAEW;QAAOJ;QAAQQ;QAAQC,QAAQ;IAAO;IACnE,MAAM,CAACC,SAASC,WAAW,GAAGrB,SAAS;IAEvC,IAAI,CAACK,QAAQI,IAAIa,OAAO,KAAK,SAAS,OAAO;IAE7C,MAAMC,UAAUd,IAAIe,IAAI,IAAIf,IAAIgB,OAAO;IACvC,MAAMC,OAAOrC,eAAe,SAAS;QACnCsC,QAAQ;QACRC,SAAS;IACX;IAEA,MAAMC,QAAQ;QACZ,MAAMC,SAAS,MAAMrB,IAAIsB,GAAG,CAACX,QAAQY,IAAI,IAAI;YAAEC,MAAM;YAAStB,QAAQN;YAAMW;QAAS;QACrF,IAAIc,CAAAA,0BAAAA,OAAQI,QAAQ,CAAC7B,IAAI,MAAK,SAAS;QACvCO,aAAa;YAAEuB,SAASL,OAAOI,QAAQ,CAACC,OAAO;YAAEC,MAAMN,OAAOI,QAAQ,CAACE,IAAI;QAAC,GAAGN,OAAOO,KAAK;IAC7F;IAEA,qBACE,KAAC7C;QAAI8C,IAAI;YAAEC,QAAQ;YAAGC,aAAa;YAAWC,cAAc;YAAGC,GAAG;QAAI;QAAGC,cAAW;kBAClF,cAAA,MAAC/C;YAAMgD,SAAS;;8BACd,MAAChD;oBAAMiD,WAAU;oBAAMD,SAAS;oBAAGN,IAAI;wBAAEQ,YAAY;oBAAW;;sCAC9D,KAAChD;4BAAWiD,SAAQ;4BAAYT,IAAI;gCAAEU,UAAU;4BAAE;sCAC/C;;sCAEH,KAACrD;4BAAKsD,MAAMvB,KAAKuB,IAAI;4BAAEC,QAAO;4BAASC,KAAI;4BAAWJ,SAAQ;4BAAUK,OAAO1B,KAAKE,OAAO;sCACxF;;;;8BAGL,KAAC/B;oBACCwD,MAAK;oBACLC,SAAS;oBACTC,SAAS;oBACTC,OAAM;oBACNC,aAAY;oBACZC,YAAW;oBACXC,OAAOvC;oBACPwC,UAAU,CAACC,QAAUxC,WAAWwC,MAAMX,MAAM,CAACS,KAAK,CAACG,KAAK,CAAC,GAAG5D;oBAC5D6D,UAAUxC;;8BAEZ,MAAC3B;oBAAMiD,WAAU;oBAAMD,SAAS;oBAAGN,IAAI;wBAAEQ,YAAY;oBAAS;;sCAC5D,KAACrD;4BACC4D,MAAK;4BACLN,SAAQ;4BACRgB,UAAUxC,WAAW,CAACT,SAAS,CAACM,QAAQY,IAAI;4BAC5CgC,SAAS,IAAM,KAAKnC;sCAEnB;;wBAEFN,wBAAU,KAAC7B;4BAAiB2D,MAAM;4BAAIV,cAAW;6BAA4B;;;gBAE/ElC,IAAIwD,MAAM,iBAAG,KAAC1E;oBAAM2E,UAAS;8BAAWzD,IAAIwD,MAAM;qBAAY;gBAC9DxD,EAAAA,WAAAA,IAAI0D,GAAG,qBAAP1D,SAAS2D,KAAK,KAAI,CAAC3D,IAAIqB,MAAM,iBAC5B,KAACvC;oBAAM2E,UAAUzD,IAAI0D,GAAG,CAACE,MAAM,KAAK,WAAW,UAAU;8BAAY5D,IAAI0D,GAAG,CAACC,KAAK;qBAChF;;;;AAIZ;AACA7D,gBAAgB+D,WAAW,GAAG;AAE9B,eAAe/D,gBAAe"}

package/src/lib/components/ai-crm-import-mapping.component.d.ts

@@ -0,0 +1,20 @@
+import type { ConsoleImportMappingZoneProps } from '@aglyn/aglyn/plugin-manager/feature-plugins';
+import { type AiCrmColumnMatch } from '../model/ai-crm';
+/** A job's matches as the import drawer's matching: column index to field key. */
+export declare function aiCrmMappingOf(matches: readonly AiCrmColumnMatch[]): Record<number, string>;
+/**
+ * "Match columns" (AGL-2917), in a CRM spreadsheet import through the
+ * `importMapping` zone: a `crm` job matches the file's columns to the fields
+ * the import fills, and the matching goes into the drawer's own table and
+ * preview through `proposeMapping`. The drawer's Import is the write.
+ *
+ * What is sent is what the zone hands over: each column's header and the
+ * shape of its values, read in the browser, never a cell. A file is new each
+ * time, so the card recalls no earlier matching, and the answer door serves a
+ * matching only to the member who asked.
+ */
+export declare function AiCrmImportMapping(props: ConsoleImportMappingZoneProps): import("react").JSX.Element;
+export declare namespace AiCrmImportMapping {
+    var displayName: string;
+}
+export default AiCrmImportMapping;

package/src/lib/components/ai-crm-import-mapping.component.js

@@ -0,0 +1,167 @@
+/**
+ * @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 { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { pluginDocsHelp } from "@aglyn/aglyn/app-utils/docs-help";
+import { useHostOrgId } from "@aglyn/tenant-feature-instance";
+import { Alert, Box, Button, CircularProgress, Link, Stack, Typography } from "@mui/material";
+import { useMemo, useState } from "react";
+import { AI_CRM_IMPORT_COLLECTIONS, AI_CRM_MAX_COLUMNS, aiCrmColumnsInput } from "../model/ai-crm.js";
+import { useAiCrmAnswer } from "./use-ai-crm-answer.js";
+const collectionOf = (collection)=>AI_CRM_IMPORT_COLLECTIONS.includes(collection) ? collection : null;
+/** A job's matches as the import drawer's matching: column index to field key. */ export function aiCrmMappingOf(matches) {
+    return Object.fromEntries(matches.map((match)=>[
+            match.column,
+            match.field
+        ]));
+}
+/**
+ * "Match columns" (AGL-2917), in a CRM spreadsheet import through the
+ * `importMapping` zone: a `crm` job matches the file's columns to the fields
+ * the import fills, and the matching goes into the drawer's own table and
+ * preview through `proposeMapping`. The drawer's Import is the write.
+ *
+ * What is sent is what the zone hands over: each column's header and the
+ * shape of its values, read in the browser, never a cell. A file is new each
+ * time, so the card recalls no earlier matching, and the answer door serves a
+ * matching only to the member who asked.
+ */ export function AiCrmImportMapping(props) {
+    var _ref, _props_orgId;
+    var _run_job;
+    const { hostId, columns, proposeMapping } = props;
+    const hostOrgId = useHostOrgId(props.orgId || !hostId ? undefined : hostId);
+    const orgId = (_ref = (_props_orgId = props.orgId) != null ? _props_orgId : hostOrgId) != null ? _ref : undefined;
+    const collection = collectionOf(props.collection);
+    const wanted = useMemo(()=>collection ? {
+            kind: 'mapping',
+            collection
+        } : null, [
+        collection
+    ]);
+    const run = useAiCrmAnswer({
+        orgId,
+        hostId,
+        wanted,
+        recall: 'none'
+    });
+    const [matched, setMatched] = useState(null);
+    if (!collection || run.verdict !== 'ready') return null;
+    const working = run.busy || run.running;
+    const tooMany = columns.length > AI_CRM_MAX_COLUMNS;
+    const help = pluginDocsHelp('aiCrm', {
+        anchor: '#match-columns',
+        excerpt: "Suggests which column fills which field. Only each column's header and the kind of values in it are sent."
+    });
+    const match = async ()=>{
+        setMatched(null);
+        const answer = await run.ask(`Match the columns of a ${collection} import`, {
+            task: 'mapping',
+            collection,
+            columns: aiCrmColumnsInput(columns)
+        });
+        if ((answer == null ? void 0 : answer.proposal.kind) !== 'mapping') return;
+        proposeMapping(aiCrmMappingOf(answer.proposal.matches), answer.jobId);
+        setMatched({
+            jobId: answer.jobId,
+            count: answer.proposal.matches.length,
+            of: answer.proposal.columns
+        });
+    };
+    return /*#__PURE__*/ _jsx(Box, {
+        sx: {
+            border: 1,
+            borderColor: 'divider',
+            borderRadius: 1,
+            p: 1.5
+        },
+        "aria-label": "Match columns with AI",
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 1,
+            children: [
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 1,
+                    sx: {
+                        alignItems: 'baseline'
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsx(Typography, {
+                            variant: "subtitle2",
+                            sx: {
+                                flexGrow: 1
+                            },
+                            children: 'Match columns with AI'
+                        }),
+                        /*#__PURE__*/ _jsx(Link, {
+                            href: help.href,
+                            target: "_blank",
+                            rel: "noopener",
+                            variant: "caption",
+                            title: help.excerpt,
+                            children: 'How it works'
+                        })
+                    ]
+                }),
+                /*#__PURE__*/ _jsx(Typography, {
+                    variant: "caption",
+                    color: "text.secondary",
+                    children: 'Only each column’s header and the kind of values under it are sent, never a row of your file.'
+                }),
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 1,
+                    sx: {
+                        alignItems: 'center'
+                    },
+                    children: [
+                        /*#__PURE__*/ _jsx(Button, {
+                            size: "small",
+                            variant: "outlined",
+                            disabled: working || !orgId || !columns.length || tooMany,
+                            onClick: ()=>void match(),
+                            children: 'Match columns'
+                        }),
+                        working ? /*#__PURE__*/ _jsx(CircularProgress, {
+                            size: 16,
+                            "aria-label": "Matching columns"
+                        }) : null
+                    ]
+                }),
+                tooMany ? /*#__PURE__*/ _jsx(Typography, {
+                    variant: "caption",
+                    color: "text.secondary",
+                    children: `AI matches files of up to ${AI_CRM_MAX_COLUMNS} columns.`
+                }) : null,
+                matched ? /*#__PURE__*/ _jsx(Alert, {
+                    severity: matched.count ? 'success' : 'info',
+                    children: matched.count ? `Matched ${matched.count} of ${matched.of} columns. Check the matches below before you import.` : 'No column matched a field. Choose the matches below.'
+                }) : null,
+                run.notice ? /*#__PURE__*/ _jsx(Alert, {
+                    severity: "warning",
+                    children: run.notice
+                }) : null,
+                ((_run_job = run.job) == null ? void 0 : _run_job.error) && !run.answer ? /*#__PURE__*/ _jsx(Alert, {
+                    severity: run.job.status === 'failed' ? 'error' : 'warning',
+                    children: run.job.error
+                }) : null
+            ]
+        })
+    });
+}
+AiCrmImportMapping.displayName = 'AiCrmImportMapping';
+export default AiCrmImportMapping;
+
+//# sourceMappingURL=ai-crm-import-mapping.component.js.map

package/src/lib/components/ai-crm-import-mapping.component.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/ai/src/lib/components/ai-crm-import-mapping.component.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { pluginDocsHelp } from '@aglyn/aglyn/app-utils/docs-help'\nimport type { ConsoleImportMappingZoneProps } from '@aglyn/aglyn/plugin-manager/feature-plugins'\nimport { useHostOrgId } from '@aglyn/tenant-feature-instance'\nimport { Alert, Box, Button, CircularProgress, Link, Stack, Typography } from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport {\n  AI_CRM_IMPORT_COLLECTIONS,\n  AI_CRM_MAX_COLUMNS,\n  aiCrmColumnsInput,\n  type AiCrmAnswerWanted,\n  type AiCrmColumnMatch,\n  type AiCrmImportCollection,\n} from '../model/ai-crm'\nimport { useAiCrmAnswer } from './use-ai-crm-answer'\n\nconst collectionOf = (collection: string): AiCrmImportCollection | null =>\n  (AI_CRM_IMPORT_COLLECTIONS as readonly string[]).includes(collection)\n    ? (collection as AiCrmImportCollection)\n    : null\n\n/** A job's matches as the import drawer's matching: column index to field key. */\nexport function aiCrmMappingOf(matches: readonly AiCrmColumnMatch[]): Record<number, string> {\n  return Object.fromEntries(matches.map((match) => [match.column, match.field]))\n}\n\n/**\n * \"Match columns\" (AGL-2917), in a CRM spreadsheet import through the\n * `importMapping` zone: a `crm` job matches the file's columns to the fields\n * the import fills, and the matching goes into the drawer's own table and\n * preview through `proposeMapping`. The drawer's Import is the write.\n *\n * What is sent is what the zone hands over: each column's header and the\n * shape of its values, read in the browser, never a cell. A file is new each\n * time, so the card recalls no earlier matching, and the answer door serves a\n * matching only to the member who asked.\n */\nexport function AiCrmImportMapping(props: ConsoleImportMappingZoneProps) {\n  const { hostId, columns, proposeMapping } = props\n  const hostOrgId = useHostOrgId(props.orgId || !hostId ? undefined : hostId)\n  const orgId = props.orgId ?? hostOrgId ?? undefined\n  const collection = collectionOf(props.collection)\n  const wanted = useMemo<AiCrmAnswerWanted | null>(\n    () => (collection ? { kind: 'mapping', collection } : null),\n    [collection],\n  )\n  const run = useAiCrmAnswer({ orgId, hostId, wanted, recall: 'none' })\n  const [matched, setMatched] = useState<{ jobId: string; count: number; of: number } | null>(null)\n\n  if (!collection || run.verdict !== 'ready') return null\n\n  const working = run.busy || run.running\n  const tooMany = columns.length > AI_CRM_MAX_COLUMNS\n  const help = pluginDocsHelp('aiCrm', {\n    anchor: '#match-columns',\n    excerpt: \"Suggests which column fills which field. Only each column's header and the kind of values in it are sent.\",\n  })\n\n  const match = async () => {\n    setMatched(null)\n    const answer = await run.ask(`Match the columns of a ${collection} import`, {\n      task: 'mapping',\n      collection,\n      columns: aiCrmColumnsInput(columns),\n    })\n    if (answer?.proposal.kind !== 'mapping') return\n    proposeMapping(aiCrmMappingOf(answer.proposal.matches), answer.jobId)\n    setMatched({ jobId: answer.jobId, count: answer.proposal.matches.length, of: answer.proposal.columns })\n  }\n\n  return (\n    <Box sx={{ border: 1, borderColor: 'divider', borderRadius: 1, p: 1.5 }} aria-label=\"Match columns with AI\">\n      <Stack spacing={1}>\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'baseline' }}>\n          <Typography variant=\"subtitle2\" sx={{ flexGrow: 1 }}>\n            {'Match columns with AI'}\n          </Typography>\n          <Link href={help.href} target=\"_blank\" rel=\"noopener\" variant=\"caption\" title={help.excerpt}>\n            {'How it works'}\n          </Link>\n        </Stack>\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {'Only each column’s header and the kind of values under it are sent, never a row of your file.'}\n        </Typography>\n        <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={working || !orgId || !columns.length || tooMany}\n            onClick={() => void match()}\n          >\n            {'Match columns'}\n          </Button>\n          {working ? <CircularProgress size={16} aria-label=\"Matching columns\" /> : null}\n        </Stack>\n        {tooMany ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`AI matches files of up to ${AI_CRM_MAX_COLUMNS} columns.`}\n          </Typography>\n        ) : null}\n        {matched ? (\n          <Alert severity={matched.count ? 'success' : 'info'}>\n            {matched.count\n              ? `Matched ${matched.count} of ${matched.of} columns. Check the matches below before you import.`\n              : 'No column matched a field. Choose the matches below.'}\n          </Alert>\n        ) : null}\n        {run.notice ? <Alert severity=\"warning\">{run.notice}</Alert> : null}\n        {run.job?.error && !run.answer ? (\n          <Alert severity={run.job.status === 'failed' ? 'error' : 'warning'}>{run.job.error}</Alert>\n        ) : null}\n      </Stack>\n    </Box>\n  )\n}\nAiCrmImportMapping.displayName = 'AiCrmImportMapping'\n\nexport default AiCrmImportMapping\n"],"names":["pluginDocsHelp","useHostOrgId","Alert","Box","Button","CircularProgress","Link","Stack","Typography","useMemo","useState","AI_CRM_IMPORT_COLLECTIONS","AI_CRM_MAX_COLUMNS","aiCrmColumnsInput","useAiCrmAnswer","collectionOf","collection","includes","aiCrmMappingOf","matches","Object","fromEntries","map","match","column","field","AiCrmImportMapping","props","run","hostId","columns","proposeMapping","hostOrgId","orgId","undefined","wanted","kind","recall","matched","setMatched","verdict","working","busy","running","tooMany","length","help","anchor","excerpt","answer","ask","task","proposal","jobId","count","of","sx","border","borderColor","borderRadius","p","aria-label","spacing","direction","alignItems","variant","flexGrow","href","target","rel","title","color","size","disabled","onClick","severity","notice","job","error","status","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,cAAc,QAAQ,mCAAkC;AAEjE,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,KAAK,EAAEC,GAAG,EAAEC,MAAM,EAAEC,gBAAgB,EAAEC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAC7F,SAASC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACzC,SACEC,yBAAyB,EACzBC,kBAAkB,EAClBC,iBAAiB,QAIZ,qBAAiB;AACxB,SAASC,cAAc,QAAQ,yBAAqB;AAEpD,MAAMC,eAAe,CAACC,aACpB,AAACL,0BAAgDM,QAAQ,CAACD,cACrDA,aACD;AAEN,gFAAgF,GAChF,OAAO,SAASE,eAAeC,OAAoC;IACjE,OAAOC,OAAOC,WAAW,CAACF,QAAQG,GAAG,CAAC,CAACC,QAAU;YAACA,MAAMC,MAAM;YAAED,MAAME,KAAK;SAAC;AAC9E;AAEA;;;;;;;;;;CAUC,GACD,OAAO,SAASC,mBAAmBC,KAAoC;QAGvDA,MAAAA;QAoEPC;IAtEP,MAAM,EAAEC,MAAM,EAAEC,OAAO,EAAEC,cAAc,EAAE,GAAGJ;IAC5C,MAAMK,YAAY/B,aAAa0B,MAAMM,KAAK,IAAI,CAACJ,SAASK,YAAYL;IACpE,MAAMI,SAAQN,QAAAA,eAAAA,MAAMM,KAAK,YAAXN,eAAeK,qBAAfL,OAA4BO;IAC1C,MAAMlB,aAAaD,aAAaY,MAAMX,UAAU;IAChD,MAAMmB,SAAS1B,QACb,IAAOO,aAAa;YAAEoB,MAAM;YAAWpB;QAAW,IAAI,MACtD;QAACA;KAAW;IAEd,MAAMY,MAAMd,eAAe;QAAEmB;QAAOJ;QAAQM;QAAQE,QAAQ;IAAO;IACnE,MAAM,CAACC,SAASC,WAAW,GAAG7B,SAA8D;IAE5F,IAAI,CAACM,cAAcY,IAAIY,OAAO,KAAK,SAAS,OAAO;IAEnD,MAAMC,UAAUb,IAAIc,IAAI,IAAId,IAAIe,OAAO;IACvC,MAAMC,UAAUd,QAAQe,MAAM,GAAGjC;IACjC,MAAMkC,OAAO9C,eAAe,SAAS;QACnC+C,QAAQ;QACRC,SAAS;IACX;IAEA,MAAMzB,QAAQ;QACZgB,WAAW;QACX,MAAMU,SAAS,MAAMrB,IAAIsB,GAAG,CAAC,CAAC,uBAAuB,EAAElC,WAAW,OAAO,CAAC,EAAE;YAC1EmC,MAAM;YACNnC;YACAc,SAASjB,kBAAkBiB;QAC7B;QACA,IAAImB,CAAAA,0BAAAA,OAAQG,QAAQ,CAAChB,IAAI,MAAK,WAAW;QACzCL,eAAeb,eAAe+B,OAAOG,QAAQ,CAACjC,OAAO,GAAG8B,OAAOI,KAAK;QACpEd,WAAW;YAAEc,OAAOJ,OAAOI,KAAK;YAAEC,OAAOL,OAAOG,QAAQ,CAACjC,OAAO,CAAC0B,MAAM;YAAEU,IAAIN,OAAOG,QAAQ,CAACtB,OAAO;QAAC;IACvG;IAEA,qBACE,KAAC3B;QAAIqD,IAAI;YAAEC,QAAQ;YAAGC,aAAa;YAAWC,cAAc;YAAGC,GAAG;QAAI;QAAGC,cAAW;kBAClF,cAAA,MAACtD;YAAMuD,SAAS;;8BACd,MAACvD;oBAAMwD,WAAU;oBAAMD,SAAS;oBAAGN,IAAI;wBAAEQ,YAAY;oBAAW;;sCAC9D,KAACxD;4BAAWyD,SAAQ;4BAAYT,IAAI;gCAAEU,UAAU;4BAAE;sCAC/C;;sCAEH,KAAC5D;4BAAK6D,MAAMrB,KAAKqB,IAAI;4BAAEC,QAAO;4BAASC,KAAI;4BAAWJ,SAAQ;4BAAUK,OAAOxB,KAAKE,OAAO;sCACxF;;;;8BAGL,KAACxC;oBAAWyD,SAAQ;oBAAUM,OAAM;8BACjC;;8BAEH,MAAChE;oBAAMwD,WAAU;oBAAMD,SAAS;oBAAGN,IAAI;wBAAEQ,YAAY;oBAAS;;sCAC5D,KAAC5D;4BACCoE,MAAK;4BACLP,SAAQ;4BACRQ,UAAUhC,WAAW,CAACR,SAAS,CAACH,QAAQe,MAAM,IAAID;4BAClD8B,SAAS,IAAM,KAAKnD;sCAEnB;;wBAEFkB,wBAAU,KAACpC;4BAAiBmE,MAAM;4BAAIX,cAAW;6BAAwB;;;gBAE3EjB,wBACC,KAACpC;oBAAWyD,SAAQ;oBAAUM,OAAM;8BACjC,CAAC,0BAA0B,EAAE3D,mBAAmB,SAAS,CAAC;qBAE3D;gBACH0B,wBACC,KAACpC;oBAAMyE,UAAUrC,QAAQgB,KAAK,GAAG,YAAY;8BAC1ChB,QAAQgB,KAAK,GACV,CAAC,QAAQ,EAAEhB,QAAQgB,KAAK,CAAC,IAAI,EAAEhB,QAAQiB,EAAE,CAAC,oDAAoD,CAAC,GAC/F;qBAEJ;gBACH3B,IAAIgD,MAAM,iBAAG,KAAC1E;oBAAMyE,UAAS;8BAAW/C,IAAIgD,MAAM;qBAAY;gBAC9DhD,EAAAA,WAAAA,IAAIiD,GAAG,qBAAPjD,SAASkD,KAAK,KAAI,CAAClD,IAAIqB,MAAM,iBAC5B,KAAC/C;oBAAMyE,UAAU/C,IAAIiD,GAAG,CAACE,MAAM,KAAK,WAAW,UAAU;8BAAYnD,IAAIiD,GAAG,CAACC,KAAK;qBAChF;;;;AAIZ;AACApD,mBAAmBsD,WAAW,GAAG;AAEjC,eAAetD,mBAAkB"}

package/src/lib/components/ai-crm-record-card.component.d.ts

@@ -0,0 +1,27 @@
+import type { ConsoleRecordInsightsZoneProps } from '@aglyn/aglyn/plugin-manager/feature-plugins';
+import type { ConsoleProposedTask } from '@aglyn/aglyn/plugin-manager/record-zone-props';
+import { type AiCrmNextStep } from '../model/ai-crm';
+/** When a suggested task is due, in words. */
+export declare function aiCrmDueWords(dueInDays: number): string;
+/** A suggested next step as the task form takes it. */
+export declare function aiCrmTaskOf(step: AiCrmNextStep): ConsoleProposedTask;
+/**
+ * "Summarize this contact" (AGL-2917), on a CRM record's page through the
+ * `recordInsights` zone: a contact's, company's, deal's or lead's summary,
+ * with a suggested next step, a deal's suggested stage and a lead's standing.
+ *
+ * The card writes nothing. A next step goes to the page's own task form
+ * through `proposeTask`, whose Save is the write, and a stage to the page's
+ * stage move through `proposeStage`, which asks the member first. A summary
+ * any member asked for is shown to every member who can open the record, and
+ * asking again for an unchanged record reuses it at no cost.
+ *
+ * It renders nothing until the jobs route has answered for this workspace:
+ * the shell decided the plan and the permission, but the release flag is the
+ * route's, and a 404 there is this card staying absent.
+ */
+export declare function AiCrmRecordCard(props: ConsoleRecordInsightsZoneProps): import("react").JSX.Element;
+export declare namespace AiCrmRecordCard {
+    var displayName: string;
+}
+export default AiCrmRecordCard;