@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/contact-duplicates-card.d.ts

@@ -0,0 +1,42 @@
+import { type ConsentGroup } from '@aglyn/aglyn';
+import type { ContactPick } from './contact-merge-dialog';
+export interface ContactDuplicatesCardProps {
+    /** The record whose page this is. */
+    current: ContactPick;
+    /** `['orgs', orgId]` — where the contacts live. */
+    scope: readonly [string, string];
+    consentGroup: ConsentGroup;
+    /**
+     * What this viewer may list — the query's `array-contains-any` — or
+     * `null` at the organization level, where the query carries no clause
+     * (AGL-2630).
+     */
+    visibleTo: readonly string[] | null;
+    /** The hub's own path, for the link to a candidate's page. */
+    basePath: string;
+    /** Opens the merge dialog with the candidate picked. */
+    onMerge: (candidate: ContactPick) => void;
+    /**
+     * The org's plan lacks the CRM (AGL-2788). Looking stays drawn; each
+     * candidate's merge stands locked.
+     */
+    suiteLocked?: boolean;
+}
+/**
+ * LIKELY DUPLICATES (AGL-2625) — on ask, never on mount.
+ *
+ * One bounded read when the button is pressed: the contacts this viewer may
+ * list that carry the same normalized name, on the `(visibleTo, nameLower)`
+ * index the list's own search uses. The rule — same name AND a shared phone
+ * or company — is applied to that page, so a record with a different name
+ * is never offered; a reader who knows two differently-named records are
+ * one person merges them from the overflow menu instead.
+ *
+ * A button rather than a listener because the question costs a page of
+ * PII, and most record pages are opened by somebody who did not ask it.
+ */
+export declare function ContactDuplicatesCard(props: ContactDuplicatesCardProps): import("react").JSX.Element;
+export declare namespace ContactDuplicatesCard {
+    var displayName: string;
+}
+export default ContactDuplicatesCard;

package/src/lib/components/contact-duplicates-card.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 { _ as _extends } from "@swc/helpers/_/_extends";
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { contactDisplayName, pluginDocsHelp } from "@aglyn/aglyn";
+import { AppLink, CardDisplay } from "@aglyn/shared-ui-jsx";
+import { useFirestore } from "@aglyn/tenant-feature-instance";
+import { Button, Chip, List, ListItem, ListItemText, Stack, Typography } from "@mui/material";
+import { collection, getDocs, limit, query, where } from "firebase/firestore";
+import { useCallback, useState } from "react";
+import { crmVisibleToClause } from "../hooks/use-crm-scope.js";
+import { crmRoutes } from "../model/crm-routes.js";
+import { CONTACT_DUPLICATES_LIMIT, DUPLICATE_REASON_LABELS, duplicateNameKey, likelyDuplicateReasons } from "../model/contact-duplicates.js";
+import { CrmSuiteLockedButton } from "./crm-suite-lock.js";
+/**
+ * LIKELY DUPLICATES (AGL-2625) — on ask, never on mount.
+ *
+ * One bounded read when the button is pressed: the contacts this viewer may
+ * list that carry the same normalized name, on the `(visibleTo, nameLower)`
+ * index the list's own search uses. The rule — same name AND a shared phone
+ * or company — is applied to that page, so a record with a different name
+ * is never offered; a reader who knows two differently-named records are
+ * one person merges them from the overflow menu instead.
+ *
+ * A button rather than a listener because the question costs a page of
+ * PII, and most record pages are opened by somebody who did not ask it.
+ */ export function ContactDuplicatesCard(props) {
+    const { current, scope, consentGroup, visibleTo, basePath, onMerge, suiteLocked = false } = props;
+    const firestore = useFirestore();
+    const routes = crmRoutes(basePath);
+    const groupId = consentGroup.groupId;
+    const [candidates, setCandidates] = useState(null);
+    const [searching, setSearching] = useState(false);
+    const [error, setError] = useState(null);
+    const nameKey = duplicateNameKey(current.doc, groupId);
+    const find = useCallback(async ()=>{
+        if (searching || !nameKey) return;
+        setSearching(true);
+        setError(null);
+        try {
+            const found = await getDocs(query(collection(firestore, scope[0], scope[1], 'contacts'), ...crmVisibleToClause(visibleTo), where('nameLower', '==', nameKey), limit(CONTACT_DUPLICATES_LIMIT)));
+            setCandidates(found.docs.map((snapshot)=>({
+                    id: snapshot.id,
+                    doc: snapshot.data()
+                })).map((pick)=>_extends({}, pick, {
+                    reasons: likelyDuplicateReasons(current, pick, groupId)
+                })).filter((pick)=>pick.reasons.length > 0));
+        } catch (findError) {
+            console.error(findError);
+            setCandidates(null);
+            setError('The duplicates could not be looked for.');
+        } finally{
+            setSearching(false);
+        }
+    }, [
+        searching,
+        nameKey,
+        firestore,
+        scope,
+        visibleTo,
+        current,
+        groupId
+    ]);
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: "Likely duplicates",
+        subheader: "Other records with this name and the same phone or company.",
+        help: pluginDocsHelp('contactRecord', {
+            anchor: '#likely-duplicates'
+        }),
+        contentGutterX: true,
+        contentGutterY: true,
+        HeaderProps: {
+            action: /*#__PURE__*/ _jsx(Button, {
+                size: "small",
+                variant: "outlined",
+                onClick: ()=>void find(),
+                disabled: searching || !nameKey,
+                children: searching ? 'Looking…' : 'Find likely duplicates'
+            })
+        },
+        children: !nameKey ? /*#__PURE__*/ _jsx(Typography, {
+            variant: "body2",
+            color: "text.secondary",
+            children: 'Give this contact a name first — duplicates are found by name.'
+        }) : error ? /*#__PURE__*/ _jsx(Typography, {
+            variant: "body2",
+            color: "error",
+            children: error
+        }) : candidates === null ? /*#__PURE__*/ _jsx(Typography, {
+            variant: "body2",
+            color: "text.secondary",
+            children: 'Not looked for yet. A record with a different name can still be ' + 'merged from the menu above.'
+        }) : candidates.length === 0 ? /*#__PURE__*/ _jsx(Typography, {
+            variant: "body2",
+            color: "text.secondary",
+            children: 'No likely duplicates among the contacts you can see.'
+        }) : /*#__PURE__*/ _jsx(List, {
+            dense: true,
+            disablePadding: true,
+            "aria-label": "Likely duplicates",
+            children: candidates.map((candidate)=>{
+                var _candidate_doc_email, _candidate_doc_email1;
+                return /*#__PURE__*/ _jsx(ListItem, {
+                    disableGutters: true,
+                    secondaryAction: suiteLocked ? /*#__PURE__*/ _jsx(CrmSuiteLockedButton, {
+                        children: 'Merge into this record'
+                    }) : /*#__PURE__*/ _jsx(Button, {
+                        size: "small",
+                        onClick: ()=>onMerge(candidate),
+                        children: 'Merge into this record'
+                    }),
+                    children: /*#__PURE__*/ _jsx(ListItemText, {
+                        primary: /*#__PURE__*/ _jsx(AppLink, {
+                            href: routes.contact(candidate.id),
+                            color: "inherit",
+                            underline: "hover",
+                            children: contactDisplayName(candidate.doc, groupId) || String((_candidate_doc_email = candidate.doc['email']) != null ? _candidate_doc_email : candidate.id)
+                        }),
+                        secondary: /*#__PURE__*/ _jsxs(Stack, {
+                            component: "span",
+                            direction: "row",
+                            spacing: 1,
+                            sx: {
+                                alignItems: 'center',
+                                flexWrap: 'wrap',
+                                rowGap: 0.5
+                            },
+                            children: [
+                                /*#__PURE__*/ _jsx("span", {
+                                    children: String((_candidate_doc_email1 = candidate.doc['email']) != null ? _candidate_doc_email1 : '')
+                                }),
+                                candidate.reasons.map((reason)=>/*#__PURE__*/ _jsx(Chip, {
+                                        size: "small",
+                                        variant: "outlined",
+                                        label: DUPLICATE_REASON_LABELS[reason]
+                                    }, reason))
+                            ]
+                        }),
+                        slotProps: {
+                            secondary: {
+                                component: 'div'
+                            }
+                        }
+                    })
+                }, candidate.id);
+            })
+        })
+    });
+}
+ContactDuplicatesCard.displayName = 'ContactDuplicatesCard';
+export default ContactDuplicatesCard;
+
+//# sourceMappingURL=contact-duplicates-card.js.map

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

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-duplicates-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 { type ConsentGroup, contactDisplayName, pluginDocsHelp } from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  List,\n  ListItem,\n  ListItemText,\n  Stack,\n  Typography,\n} from '@mui/material'\nimport { collection, getDocs, limit, query, where } from 'firebase/firestore'\nimport { useCallback, useState } from 'react'\nimport { crmVisibleToClause } from '../hooks/use-crm-scope'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  CONTACT_DUPLICATES_LIMIT,\n  DUPLICATE_REASON_LABELS,\n  type DuplicateReason,\n  duplicateNameKey,\n  likelyDuplicateReasons,\n} from '../model/contact-duplicates'\nimport type { ContactPick } from './contact-merge-dialog'\nimport { CrmSuiteLockedButton } from './crm-suite-lock'\n\nexport interface ContactDuplicatesCardProps {\n  /** The record whose page this is. */\n  current: ContactPick\n  /** `['orgs', orgId]` — where the contacts live. */\n  scope: readonly [string, string]\n  consentGroup: ConsentGroup\n  /**\n   * What this viewer may list — the query's `array-contains-any` — or\n   * `null` at the organization level, where the query carries no clause\n   * (AGL-2630).\n   */\n  visibleTo: readonly string[] | null\n  /** The hub's own path, for the link to a candidate's page. */\n  basePath: string\n  /** Opens the merge dialog with the candidate picked. */\n  onMerge: (candidate: ContactPick) => void\n  /**\n   * The org's plan lacks the CRM (AGL-2788). Looking stays drawn; each\n   * candidate's merge stands locked.\n   */\n  suiteLocked?: boolean\n}\n\ninterface Candidate extends ContactPick {\n  reasons: DuplicateReason[]\n}\n\n/**\n * LIKELY DUPLICATES (AGL-2625) — on ask, never on mount.\n *\n * One bounded read when the button is pressed: the contacts this viewer may\n * list that carry the same normalized name, on the `(visibleTo, nameLower)`\n * index the list's own search uses. The rule — same name AND a shared phone\n * or company — is applied to that page, so a record with a different name\n * is never offered; a reader who knows two differently-named records are\n * one person merges them from the overflow menu instead.\n *\n * A button rather than a listener because the question costs a page of\n * PII, and most record pages are opened by somebody who did not ask it.\n */\nexport function ContactDuplicatesCard(props: ContactDuplicatesCardProps) {\n  const {\n    current,\n    scope,\n    consentGroup,\n    visibleTo,\n    basePath,\n    onMerge,\n    suiteLocked = false,\n  } = props\n  const firestore = useFirestore()\n  const routes = crmRoutes(basePath)\n  const groupId = consentGroup.groupId\n  const [candidates, setCandidates] = useState<Candidate[] | null>(null)\n  const [searching, setSearching] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n\n  const nameKey = duplicateNameKey(current.doc, groupId)\n\n  const find = useCallback(async () => {\n    if (searching || !nameKey) return\n    setSearching(true)\n    setError(null)\n    try {\n      const found = await getDocs(\n        query(\n          collection(firestore, scope[0], scope[1], 'contacts'),\n          ...crmVisibleToClause(visibleTo),\n          where('nameLower', '==', nameKey),\n          limit(CONTACT_DUPLICATES_LIMIT),\n        ),\n      )\n      setCandidates(\n        found.docs\n          .map((snapshot) => ({ id: snapshot.id, doc: snapshot.data() }))\n          .map((pick) => ({\n            ...pick,\n            reasons: likelyDuplicateReasons(current, pick, groupId),\n          }))\n          .filter((pick) => pick.reasons.length > 0),\n      )\n    } catch (findError) {\n      console.error(findError)\n      setCandidates(null)\n      setError('The duplicates could not be looked for.')\n    } finally {\n      setSearching(false)\n    }\n  }, [searching, nameKey, firestore, scope, visibleTo, current, groupId])\n\n  return (\n    <CardDisplay\n      header=\"Likely duplicates\"\n      subheader=\"Other records with this name and the same phone or company.\"\n      help={pluginDocsHelp('contactRecord', { anchor: '#likely-duplicates' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            onClick={() => void find()}\n            disabled={searching || !nameKey}\n          >\n            {searching ? 'Looking…' : 'Find likely duplicates'}\n          </Button>\n        ),\n      }}\n    >\n      {!nameKey ? (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Give this contact a name first — duplicates are found by name.'}\n        </Typography>\n      ) : error ? (\n        <Typography variant=\"body2\" color=\"error\">\n          {error}\n        </Typography>\n      ) : candidates === null ? (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Not looked for yet. A record with a different name can still be ' +\n            'merged from the menu above.'}\n        </Typography>\n      ) : candidates.length === 0 ? (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'No likely duplicates among the contacts you can see.'}\n        </Typography>\n      ) : (\n        <List dense disablePadding aria-label=\"Likely duplicates\">\n          {candidates.map((candidate) => (\n            <ListItem\n              key={candidate.id}\n              disableGutters\n              secondaryAction={\n                suiteLocked ? (\n                  <CrmSuiteLockedButton>{'Merge into this record'}</CrmSuiteLockedButton>\n                ) : (\n                  <Button size=\"small\" onClick={() => onMerge(candidate)}>\n                    {'Merge into this record'}\n                  </Button>\n                )\n              }\n            >\n              <ListItemText\n                primary={\n                  <AppLink href={routes.contact(candidate.id)} color=\"inherit\" underline=\"hover\">\n                    {contactDisplayName(candidate.doc, groupId) ||\n                      String(candidate.doc['email'] ?? candidate.id)}\n                  </AppLink>\n                }\n                secondary={\n                  <Stack\n                    component=\"span\"\n                    direction=\"row\"\n                    spacing={1}\n                    sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n                  >\n                    <span>{String(candidate.doc['email'] ?? 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package/src/lib/components/contact-field-drawer.d.ts

@@ -0,0 +1,64 @@
+import { type ContactFieldType, type CrmFieldObject } from '@aglyn/aglyn';
+import type { ContactFieldDefinitionDoc } from '../hooks/use-contact-field-definitions';
+/** What the drawer hands back — the definition's editable half. */
+export interface ContactFieldDraft {
+    label: string;
+    key: string;
+    type: ContactFieldType;
+    /** The choices, for `select`; empty for every other type. */
+    options: string[];
+    required: boolean;
+}
+export interface ContactFieldDrawerProps {
+    open: boolean;
+    onClose: () => void;
+    /** The definition being edited, or `null` to create one. */
+    definition: ContactFieldDefinitionDoc | null;
+    /**
+     * Every key the org has already used, retired ones included. A key is
+     * the map key values are stored under, so a retired field's key is still
+     * taken: a new field reusing it would read the old values back as its own.
+     */
+    takenKeys: readonly string[];
+    /** Receives the draft; closing on success is the caller's job. */
+    onSubmit: (draft: ContactFieldDraft) => Promise<void> | void;
+    /**
+     * The record the field describes (AGL-2661) — the Fields section's
+     * current tab. Contacts when unsaid. The drawer's copy follows it, and it
+     * is the one thing here a form-field mapping cares about: a website form
+     * saves into a CONTACT field only, because a submission is a fact about
+     * a person, so the other objects' drawers say so instead of offering it.
+     */
+    object?: CrmFieldObject;
+}
+/**
+ * What the drawer says about website forms, per object — see
+ * {@link ContactFieldDrawerProps.object}.
+ */
+export declare function fieldDrawerMappingNote(object: CrmFieldObject): string;
+/**
+ * The one form a custom contact field is created and edited through
+ * (AGL-2601).
+ *
+ * ## The key follows the label until the author takes it over
+ *
+ * A merchant types "Annual revenue" and should not have to know that the
+ * value is stored under `annual_revenue`. So the key is derived from the
+ * label as they type — `normalizeContactFieldKey` — and shown beside it, and
+ * only becomes the author's own the moment they edit it. That is the whole
+ * of the grammar they are asked to learn, and the field is still there for
+ * the author who wants `arr` instead.
+ *
+ * ## Two things do not change after creation
+ *
+ * The KEY is the map key every value is stored under, so changing it would
+ * orphan every value already written; the TYPE is what every reader coerces
+ * those values by, so changing it would make them unreadable. Both are
+ * disabled on an existing field and say why. A rename is a new field and a
+ * retire, which the section's list offers.
+ */
+export declare function ContactFieldDrawer(props: ContactFieldDrawerProps): import("react").JSX.Element;
+export declare namespace ContactFieldDrawer {
+    var displayName: string;
+}
+export default ContactFieldDrawer;

package/src/lib/components/contact-field-drawer.js

@@ -0,0 +1,251 @@
+/**
+ * @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 { CONTACT_FIELD_TYPE_LABELS, CONTACT_FIELD_TYPES, isContactFieldType, normalizeContactFieldKey } from "@aglyn/aglyn";
+import { Button, Drawer, FormControlLabel, MenuItem, Stack, Switch, TextField, Typography } from "@mui/material";
+import { useCallback, useEffect, useMemo, useState } from "react";
+/** How the object reads in the drawer's own sentences — singular, lowercase. */ const OBJECT_NOUN = {
+    contact: 'contact',
+    company: 'company',
+    deal: 'deal'
+};
+/**
+ * What the drawer says about website forms, per object — see
+ * {@link ContactFieldDrawerProps.object}.
+ */ export function fieldDrawerMappingNote(object) {
+    return object === 'contact' ? 'A website form field can save its answer into this field.' : `A website form field saves into contact fields only; a ${OBJECT_NOUN[object]} ` + 'field is filled on the record, by CSV import or over the API.';
+}
+/** How many choices a select may declare, and how long each may be. */ const OPTIONS_MAX = 50;
+const OPTION_MAX_LENGTH = 120;
+const LABEL_MAX_LENGTH = 80;
+/** One choice per line, trimmed, blanks dropped, duplicates collapsed. */ function parseOptions(text) {
+    const seen = new Set();
+    const options = [];
+    for (const line of text.split('\n')){
+        const option = line.trim().slice(0, OPTION_MAX_LENGTH);
+        if (!option || seen.has(option)) continue;
+        seen.add(option);
+        options.push(option);
+        if (options.length >= OPTIONS_MAX) break;
+    }
+    return options;
+}
+/**
+ * The one form a custom contact field is created and edited through
+ * (AGL-2601).
+ *
+ * ## The key follows the label until the author takes it over
+ *
+ * A merchant types "Annual revenue" and should not have to know that the
+ * value is stored under `annual_revenue`. So the key is derived from the
+ * label as they type — `normalizeContactFieldKey` — and shown beside it, and
+ * only becomes the author's own the moment they edit it. That is the whole
+ * of the grammar they are asked to learn, and the field is still there for
+ * the author who wants `arr` instead.
+ *
+ * ## Two things do not change after creation
+ *
+ * The KEY is the map key every value is stored under, so changing it would
+ * orphan every value already written; the TYPE is what every reader coerces
+ * those values by, so changing it would make them unreadable. Both are
+ * disabled on an existing field and say why. A rename is a new field and a
+ * retire, which the section's list offers.
+ */ export function ContactFieldDrawer(props) {
+    const { open, onClose, definition, takenKeys, onSubmit, object = 'contact' } = props;
+    const editing = Boolean(definition);
+    const noun = OBJECT_NOUN[object];
+    const [label, setLabel] = useState('');
+    const [key, setKey] = useState('');
+    const [keyTouched, setKeyTouched] = useState(false);
+    const [type, setType] = useState('text');
+    const [optionsText, setOptionsText] = useState('');
+    const [required, setRequired] = useState(false);
+    const [busy, setBusy] = useState(false);
+    const [error, setError] = useState(null);
+    // Seeded on every open, from the definition when there is one: a drawer
+    // that kept the previous field's draft would offer it as the next one.
+    useEffect(()=>{
+        var _ref, _ref1, _ref2, _ref3;
+        if (!open) return;
+        setLabel((_ref = definition == null ? void 0 : definition.label) != null ? _ref : '');
+        setKey((_ref1 = definition == null ? void 0 : definition.key) != null ? _ref1 : '');
+        setKeyTouched(Boolean(definition));
+        setType((_ref2 = definition == null ? void 0 : definition.type) != null ? _ref2 : 'text');
+        setOptionsText(((_ref3 = definition == null ? void 0 : definition.options) != null ? _ref3 : []).join('\n'));
+        setRequired((definition == null ? void 0 : definition.required) === true);
+        setBusy(false);
+        setError(null);
+    }, [
+        open,
+        definition
+    ]);
+    const derivedKey = useMemo(()=>keyTouched ? normalizeContactFieldKey(key) : normalizeContactFieldKey(label), [
+        keyTouched,
+        key,
+        label
+    ]);
+    const shownKey = keyTouched ? key : derivedKey != null ? derivedKey : '';
+    const keyTaken = !editing && derivedKey != null && takenKeys.includes(derivedKey);
+    const options = useMemo(()=>parseOptions(optionsText), [
+        optionsText
+    ]);
+    const keyHelp = editing ? 'Values are stored under this key, so it cannot change once the field exists.' : keyTaken ? 'That key is already in use — a retired field keeps its key.' : shownKey && !derivedKey ? 'A key starts with a letter and uses letters, digits and underscores.' : 'Derived from the label; edit it to choose your own.';
+    const canSubmit = !busy && label.trim().length > 0 && derivedKey != null && !keyTaken && (type !== 'select' || options.length > 0);
+    const handleSubmit = useCallback(async ()=>{
+        if (!canSubmit || derivedKey == null) return;
+        setBusy(true);
+        setError(null);
+        try {
+            await onSubmit({
+                label: label.trim().slice(0, LABEL_MAX_LENGTH),
+                key: derivedKey,
+                type,
+                options: type === 'select' ? options : [],
+                required
+            });
+        } catch (caught) {
+            console.error(caught);
+            setError('Could not save the field. Try again.');
+        } finally{
+            setBusy(false);
+        }
+    }, [
+        canSubmit,
+        derivedKey,
+        onSubmit,
+        label,
+        type,
+        options,
+        required
+    ]);
+    return /*#__PURE__*/ _jsx(Drawer, {
+        anchor: "right",
+        open: open,
+        onClose: onClose,
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 2,
+            sx: {
+                width: 360,
+                p: 3
+            },
+            children: [
+                /*#__PURE__*/ _jsx(Typography, {
+                    variant: "h6",
+                    children: editing ? `Edit ${noun} field` : `New ${noun} field`
+                }),
+                /*#__PURE__*/ _jsx(Typography, {
+                    variant: "body2",
+                    color: "text.secondary",
+                    children: fieldDrawerMappingNote(object)
+                }),
+                /*#__PURE__*/ _jsx(TextField, {
+                    size: "small",
+                    label: "Label",
+                    value: label,
+                    onChange: (event)=>setLabel(event.target.value),
+                    slotProps: {
+                        htmlInput: {
+                            maxLength: LABEL_MAX_LENGTH
+                        }
+                    },
+                    autoFocus: !editing,
+                    fullWidth: true
+                }),
+                /*#__PURE__*/ _jsx(TextField, {
+                    size: "small",
+                    label: "Key",
+                    value: shownKey,
+                    onChange: (event)=>{
+                        setKeyTouched(true);
+                        setKey(event.target.value);
+                    },
+                    disabled: editing,
+                    error: !editing && (keyTaken || shownKey.length > 0 && !derivedKey),
+                    helperText: keyHelp,
+                    slotProps: {
+                        htmlInput: {
+                            maxLength: 40,
+                            spellCheck: false
+                        }
+                    },
+                    fullWidth: true
+                }),
+                /*#__PURE__*/ _jsx(TextField, {
+                    select: true,
+                    size: "small",
+                    label: "Type",
+                    value: type,
+                    onChange: (event)=>{
+                        const next = event.target.value;
+                        if (isContactFieldType(next)) setType(next);
+                    },
+                    disabled: editing,
+                    helperText: editing ? 'Values are read by type, so it is fixed once the field exists.' : undefined,
+                    fullWidth: true,
+                    children: CONTACT_FIELD_TYPES.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
+                            value: option,
+                            children: CONTACT_FIELD_TYPE_LABELS[option]
+                        }, option))
+                }),
+                type === 'select' ? /*#__PURE__*/ _jsx(TextField, {
+                    size: "small",
+                    label: "Choices",
+                    value: optionsText,
+                    onChange: (event)=>setOptionsText(event.target.value),
+                    helperText: "One per line. A stored value has to be one of these.",
+                    multiline: true,
+                    minRows: 3,
+                    fullWidth: true
+                }) : null,
+                /*#__PURE__*/ _jsx(FormControlLabel, {
+                    control: /*#__PURE__*/ _jsx(Switch, {
+                        checked: required,
+                        onChange: (event)=>setRequired(event.target.checked)
+                    }),
+                    label: `Required on the ${noun} form`
+                }),
+                error ? /*#__PURE__*/ _jsx(Typography, {
+                    variant: "body2",
+                    color: "error",
+                    children: error
+                }) : null,
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 1,
+                    children: [
+                        /*#__PURE__*/ _jsx(Button, {
+                            variant: "contained",
+                            color: "primary",
+                            disabled: !canSubmit,
+                            onClick: handleSubmit,
+                            children: editing ? 'Save' : 'Create field'
+                        }),
+                        /*#__PURE__*/ _jsx(Button, {
+                            onClick: onClose,
+                            disabled: busy,
+                            children: 'Cancel'
+                        })
+                    ]
+                })
+            ]
+        })
+    });
+}
+ContactFieldDrawer.displayName = 'ContactFieldDrawer';
+export default ContactFieldDrawer;
+
+//# sourceMappingURL=contact-field-drawer.js.map

package/src/lib/components/contact-field-drawer.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-field-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CONTACT_FIELD_TYPE_LABELS,\n  CONTACT_FIELD_TYPES,\n  type ContactFieldType,\n  type CrmFieldObject,\n  isContactFieldType,\n  normalizeContactFieldKey,\n} from '@aglyn/aglyn'\nimport {\n  Button,\n  Drawer,\n  FormControlLabel,\n  MenuItem,\n  Stack,\n  Switch,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport type { ContactFieldDefinitionDoc } from '../hooks/use-contact-field-definitions'\n\n/** What the drawer hands back — the definition's editable half. */\nexport interface ContactFieldDraft {\n  label: string\n  key: string\n  type: ContactFieldType\n  /** The choices, for `select`; empty for every other type. */\n  options: string[]\n  required: boolean\n}\n\nexport interface ContactFieldDrawerProps {\n  open: boolean\n  onClose: () => void\n  /** The definition being edited, or `null` to create one. */\n  definition: ContactFieldDefinitionDoc | null\n  /**\n   * Every key the org has already used, retired ones included. A key is\n   * the map key values are stored under, so a retired field's key is still\n   * taken: a new field reusing it would read the old values back as its own.\n   */\n  takenKeys: readonly string[]\n  /** Receives the draft; closing on success is the caller's job. */\n  onSubmit: (draft: ContactFieldDraft) => Promise<void> | void\n  /**\n   * The record the field describes (AGL-2661) — the Fields section's\n   * current tab. Contacts when unsaid. The drawer's copy follows it, and it\n   * is the one thing here a form-field mapping cares about: a website form\n   * saves into a CONTACT field only, because a submission is a fact about\n   * a person, so the other objects' drawers say so instead of offering it.\n   */\n  object?: CrmFieldObject\n}\n\n/** How the object reads in the drawer's own sentences — singular, lowercase. */\nconst OBJECT_NOUN: Record<CrmFieldObject, string> = {\n  contact: 'contact',\n  company: 'company',\n  deal: 'deal',\n}\n\n/**\n * What the drawer says about website forms, per object — see\n * {@link ContactFieldDrawerProps.object}.\n */\nexport function fieldDrawerMappingNote(object: CrmFieldObject): string {\n  return object === 'contact'\n    ? 'A website form field can save its answer into this field.'\n    : `A website form field saves into contact fields only; a ${OBJECT_NOUN[object]} ` +\n        'field is filled on the record, by CSV import or over the API.'\n}\n\n/** How many choices a select may declare, and how long each may be. */\nconst OPTIONS_MAX = 50\nconst OPTION_MAX_LENGTH = 120\nconst LABEL_MAX_LENGTH = 80\n\n/** One choice per line, trimmed, blanks dropped, duplicates collapsed. */\nfunction parseOptions(text: string): string[] {\n  const seen = new Set<string>()\n  const options: string[] = []\n  for (const line of text.split('\\n')) {\n    const option = line.trim().slice(0, OPTION_MAX_LENGTH)\n    if (!option || seen.has(option)) continue\n    seen.add(option)\n    options.push(option)\n    if (options.length >= OPTIONS_MAX) break\n  }\n  return options\n}\n\n/**\n * The one form a custom contact field is created and edited through\n * (AGL-2601).\n *\n * ## The key follows the label until the author takes it over\n *\n * A merchant types \"Annual revenue\" and should not have to know that the\n * value is stored under `annual_revenue`. So the key is derived from the\n * label as they type — `normalizeContactFieldKey` — and shown beside it, and\n * only becomes the author's own the moment they edit it. That is the whole\n * of the grammar they are asked to learn, and the field is still there for\n * the author who wants `arr` instead.\n *\n * ## Two things do not change after creation\n *\n * The KEY is the map key every value is stored under, so changing it would\n * orphan every value already written; the TYPE is what every reader coerces\n * those values by, so changing it would make them unreadable. Both are\n * disabled on an existing field and say why. A rename is a new field and a\n * retire, which the section's list offers.\n */\nexport function ContactFieldDrawer(props: ContactFieldDrawerProps) {\n  const { open, onClose, definition, takenKeys, onSubmit, object = 'contact' } = props\n  const editing = Boolean(definition)\n  const noun = OBJECT_NOUN[object]\n\n  const [label, setLabel] = useState('')\n  const [key, setKey] = useState('')\n  const [keyTouched, setKeyTouched] = useState(false)\n  const [type, setType] = useState<ContactFieldType>('text')\n  const [optionsText, setOptionsText] = useState('')\n  const [required, setRequired] = useState(false)\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n\n  // Seeded on every open, from the definition when there is one: a drawer\n  // that kept the previous field's draft would offer it as the next one.\n  useEffect(() => {\n    if (!open) return\n    setLabel(definition?.label ?? '')\n    setKey(definition?.key ?? '')\n    setKeyTouched(Boolean(definition))\n    setType(definition?.type ?? 'text')\n    setOptionsText((definition?.options ?? []).join('\\n'))\n    setRequired(definition?.required === true)\n    setBusy(false)\n    setError(null)\n  }, [open, definition])\n\n  const derivedKey = useMemo(\n    () => (keyTouched ? normalizeContactFieldKey(key) : normalizeContactFieldKey(label)),\n    [keyTouched, key, label],\n  )\n  const shownKey = keyTouched ? key : (derivedKey ?? '')\n  const keyTaken =\n    !editing && derivedKey != null && takenKeys.includes(derivedKey)\n  const options = useMemo(() => parseOptions(optionsText), [optionsText])\n\n  const keyHelp = editing\n    ? 'Values are stored under this key, so it cannot change once the field exists.'\n    : keyTaken\n      ? 'That key is already in use — a retired field keeps its key.'\n      : shownKey && !derivedKey\n        ? 'A key starts with a letter and uses letters, digits and underscores.'\n        : 'Derived from the label; edit it to choose your own.'\n\n  const canSubmit =\n    !busy &&\n    label.trim().length > 0 &&\n    derivedKey != null &&\n    !keyTaken &&\n    (type !== 'select' || options.length > 0)\n\n  const handleSubmit = useCallback(async () => {\n    if (!canSubmit || derivedKey == null) return\n    setBusy(true)\n    setError(null)\n    try {\n      await onSubmit({\n        label: label.trim().slice(0, LABEL_MAX_LENGTH),\n        key: derivedKey,\n        type,\n        options: type === 'select' ? options : [],\n        required,\n      })\n    } catch (caught) {\n      console.error(caught)\n      setError('Could not save the field. Try again.')\n    } finally {\n      setBusy(false)\n    }\n  }, [canSubmit, derivedKey, onSubmit, label, type, options, required])\n\n  return (\n    <Drawer anchor=\"right\" open={open} onClose={onClose}>\n      <Stack spacing={2} sx={{ width: 360, p: 3 }}>\n        <Typography variant=\"h6\">\n          {editing ? `Edit ${noun} field` : `New ${noun} field`}\n        </Typography>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {fieldDrawerMappingNote(object)}\n        </Typography>\n        <TextField\n          size=\"small\"\n          label=\"Label\"\n          value={label}\n          onChange={(event) => setLabel(event.target.value)}\n          slotProps={{ htmlInput: { maxLength: LABEL_MAX_LENGTH } }}\n          autoFocus={!editing}\n          fullWidth\n        />\n        <TextField\n          size=\"small\"\n          label=\"Key\"\n          value={shownKey}\n          onChange={(event) => {\n            setKeyTouched(true)\n            setKey(event.target.value)\n          }}\n          disabled={editing}\n          error={!editing && (keyTaken || (shownKey.length > 0 && !derivedKey))}\n          helperText={keyHelp}\n          slotProps={{ htmlInput: { maxLength: 40, spellCheck: false } }}\n          fullWidth\n        />\n        <TextField\n          select\n          size=\"small\"\n          label=\"Type\"\n          value={type}\n          onChange={(event) => {\n            const next = event.target.value\n            if (isContactFieldType(next)) setType(next)\n          }}\n          disabled={editing}\n          helperText={\n            editing\n              ? 'Values are read by type, so it is fixed once the field exists.'\n              : undefined\n          }\n          fullWidth\n        >\n          {CONTACT_FIELD_TYPES.map((option) => (\n            <MenuItem key={option} value={option}>\n              {CONTACT_FIELD_TYPE_LABELS[option]}\n            </MenuItem>\n          ))}\n        </TextField>\n        {type === 'select' ? (\n          <TextField\n            size=\"small\"\n            label=\"Choices\"\n            value={optionsText}\n            onChange={(event) => setOptionsText(event.target.value)}\n            helperText=\"One per line. A stored value has to be one of these.\"\n            multiline\n            minRows={3}\n            fullWidth\n          />\n        ) : null}\n        <FormControlLabel\n          control={\n            <Switch\n              checked={required}\n              onChange={(event) => setRequired(event.target.checked)}\n            />\n          }\n          label={`Required on the ${noun} form`}\n        />\n        {error ? (\n          <Typography variant=\"body2\" color=\"error\">\n            {error}\n          </Typography>\n        ) : null}\n        <Stack direction=\"row\" spacing={1}>\n          <Button\n            variant=\"contained\"\n            color=\"primary\"\n            disabled={!canSubmit}\n            onClick={handleSubmit}\n          >\n            {editing ? 'Save' : 'Create field'}\n          </Button>\n          <Button onClick={onClose} disabled={busy}>\n            {'Cancel'}\n          </Button>\n        </Stack>\n      </Stack>\n    </Drawer>\n  )\n}\nContactFieldDrawer.displayName = 'ContactFieldDrawer'\n\nexport default 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package/src/lib/components/contact-import-drawer.d.ts

@@ -0,0 +1,46 @@
+/**
+ * IMPORTING A CONTACT FILE — the contact vocabulary over the shared drawer
+ * (AGL-2602; the drawer itself is `csv-import-drawer.tsx` since AGL-2621).
+ *
+ * The server half is `server/contacts-import.ts`. What this file adds to
+ * the walk the shared drawer makes is what is particular to people: the
+ * contact fields and their aliases, the holder's custom fields as further
+ * targets, the email as the one cell every row needs — judged here by the
+ * same normalizer the route runs, as a courtesy count — and the line in
+ * the result that says how many companies the file's company column made.
+ */
+import { type ConsolePluginPageProps } from '@aglyn/aglyn';
+export interface ContactImportDrawerProps {
+    open: boolean;
+    onClose: () => void;
+    /**
+     * The site the file is imported INTO — what the route captures every row
+     * under — or `null` at the organization level (AGL-2630), where the
+     * drawer asks which site with a picker and holds the import until one is
+     * named.
+     */
+    hostId: string | null;
+    /**
+     * The org document the shell passed, for the consent group's scope
+     * tokens. Typed as the page prop it is forwarded from, so the contacts
+     * list mounts the button with the value it already holds and no cast.
+     */
+    org?: ConsolePluginPageProps['org'];
+}
+export declare function ContactImportDrawer(props: ContactImportDrawerProps): import("react").JSX.Element;
+export declare namespace ContactImportDrawer {
+    var displayName: string;
+}
+/**
+ * The "Import CSV" action on the contacts list, with the drawer it opens —
+ * mounted only once opened, so the list pays nothing for it until then.
+ */
+export declare function ContactImportButton(props: {
+    /** The site the list is read under, or `null` at the organization level. */
+    hostId: string | null;
+    org?: ConsolePluginPageProps['org'];
+}): import("react").JSX.Element;
+export declare namespace ContactImportButton {
+    var displayName: string;
+}
+export default ContactImportDrawer;