@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/crm-console-page.js

@@ -0,0 +1,151 @@
+/**
+ * @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 { HubSections } from "@aglyn/shared-ui-next";
+import { CrmOrgMountProvider } from "../hooks/use-crm-org-mount.js";
+import CompaniesSection from "./companies-section.js";
+import CompanyDetailPage from "./company-detail-page.js";
+import ContactDetailPage from "./contact-detail-page.js";
+import DealDetailPage from "./deal-detail-page.js";
+import DealsSection from "./deals-section.js";
+import FieldsSection from "./fields-section.js";
+import LeadDetailPage from "./lead-detail-page.js";
+import LeadsSection from "./leads-section.js";
+import ContactsSection from "./contacts-section.js";
+import ReportsSection from "./reports-section.js";
+import CrmSettingsSection from "./settings-section.js";
+import TasksSection from "./tasks-section.js";
+/**
+ * The body of one Contacts section, built only when that section is the one
+ * being read (AGL-2595).
+ *
+ * A function rather than a map of nodes on purpose: a `Record<id, ReactNode>`
+ * would CONSTRUCT every section on every render, and the people list alone
+ * opens four Firestore listens and an aggregate read on mount. Only the
+ * returned branch is ever built.
+ *
+ * Three sections own a deeper route — a record beneath the list — and read
+ * it off `detail`, the segments after the section id. A list section with
+ * nothing after it is the list; one segment is the record; the shell has
+ * already 404'd anything it could not resolve to this surface.
+ */ function sectionBody(section, props, /** The section's OWN segments — `segments[1]` onward. */ detail, basePath) {
+    const record = detail[0];
+    const recordProps = {
+        hostId: props.hostId,
+        org: props.org,
+        permissions: props.permissions,
+        releaseFlag: props.releaseFlag,
+        hostRole: props.hostRole,
+        basePath
+    };
+    switch(section){
+        case 'contacts':
+            return record ? /*#__PURE__*/ _jsx(ContactDetailPage, _extends({}, recordProps, {
+                id: record
+            })) : /*#__PURE__*/ _jsx(ContactsSection, _extends({}, props));
+        case 'leads':
+            /*
+       * A lead lives under its site, so at the organization level the
+       * address names the site before the id — `leads/{hostId}/{leadId}`
+       * (AGL-2630) — and the record page is mounted UNDER that site: every
+       * read and write it makes is host-scoped by path, exactly as on the
+       * site's own hub. Under a site the id is the one segment it always
+       * was.
+       */ return record ? !props.hostId && detail.length >= 2 ? /*#__PURE__*/ _jsx(LeadDetailPage, _extends({}, recordProps, {
+                hostId: record,
+                id: detail[1]
+            })) : /*#__PURE__*/ _jsx(LeadDetailPage, _extends({}, recordProps, {
+                id: record
+            })) : /*#__PURE__*/ _jsx(LeadsSection, _extends({}, props));
+        case 'companies':
+            return record ? /*#__PURE__*/ _jsx(CompanyDetailPage, _extends({}, recordProps, {
+                id: record
+            })) : /*#__PURE__*/ _jsx(CompaniesSection, {
+                hostId: props.hostId,
+                org: props.org,
+                basePath: basePath
+            });
+        case 'deals':
+            return record ? /*#__PURE__*/ _jsx(DealDetailPage, _extends({}, recordProps, {
+                id: record
+            })) : /*#__PURE__*/ _jsx(DealsSection, _extends({}, props));
+        case 'tasks':
+            return /*#__PURE__*/ _jsx(TasksSection, _extends({}, props));
+        case 'reports':
+            // The shell's props whole, like the contacts list: the reports resolve
+            // the org scope from `hostId`, the consent group from `org`, and their
+            // drill-down links from `basePath` (AGL-2604).
+            return /*#__PURE__*/ _jsx(ReportsSection, _extends({}, props));
+        case 'fields':
+            return /*#__PURE__*/ _jsx(FieldsSection, {
+                hostId: props.hostId,
+                org: props.org
+            });
+        case 'settings':
+            // The org-wide switches (AGL-2613): what the CRM does on its own for
+            // every site in the workspace, written to the org document.
+            return /*#__PURE__*/ _jsx(CrmSettingsSection, {
+                hostId: props.hostId,
+                org: props.org
+            });
+        default:
+            return null;
+    }
+}
+/**
+ * Contacts (AGL-109 → AGL-395 → AGL-2595): the CRM hub — people, companies,
+ * deals, tasks, reports and fields — owned by the contacts plugin and
+ * rendered by the shell's generic plugin route. The shell applies the
+ * `release_crm` gate (via the nav tab) and passes the resolved `org`
+ * doc, which the people section reads for the `contactsPerHost` quota.
+ *
+ * Sections are ROUTES, following the hubs that migrated before it (AGL-2501):
+ * `/contacts/people` is the v1 list, and every other section is a URL of its
+ * own, so the page builds one section's body and the others do not exist to
+ * subscribe. The v1 body moved to `contacts-section.tsx` untouched; what this
+ * file adds is the rail and the switch.
+ */ export function CrmConsolePage(props) {
+    const { section, sections, basePath, segments, orgMount } = props;
+    /*
+   * Nothing until the URL names a section. The shell redirects a bare
+   * `/contacts` to the landing section and holds a spinner while it does, so
+   * this state is transient — and rendering the people list here instead
+   * would pay for its listens on a URL that is already being replaced.
+   */ if (!section || !(sections == null ? void 0 : sections.length) || !basePath) return null;
+    const hub = /*#__PURE__*/ _jsx(HubSections, {
+        sections: sections,
+        children: sectionBody(section, props, (// `segments[0]` IS the section — the shell resolved it into `section`
+        // already — so what a section owns is everything after it.
+        segments != null ? segments : []).slice(1), basePath)
+    });
+    /*
+   * THE ORGANIZATION-LEVEL MOUNT (AGL-2630). The shell hands an `orgMount`
+   * only from `/[orgSlug]/crm`, where there is no site: the hub publishes it
+   * so every section, record page and drawer beneath resolves its scope from
+   * the org rather than from the `null` host it was handed. Under a site
+   * there is no provider, and `useCrmOrgMount` answering `null` is how a
+   * surface knows it is on one.
+   */ return orgMount ? /*#__PURE__*/ _jsx(CrmOrgMountProvider, {
+        mount: orgMount,
+        children: hub
+    }) : hub;
+}
+CrmConsolePage.displayName = 'CrmConsolePage';
+export default CrmConsolePage;
+
+//# sourceMappingURL=crm-console-page.js.map

package/src/lib/components/crm-console-page.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-console-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 type { ConsolePluginPageProps } from '@aglyn/aglyn'\nimport { HubSections } from '@aglyn/shared-ui-next'\nimport type { ReactNode } from 'react'\nimport { CrmOrgMountProvider } from '../hooks/use-crm-org-mount'\nimport CompaniesSection from './companies-section'\nimport CompanyDetailPage from './company-detail-page'\nimport ContactDetailPage from './contact-detail-page'\nimport type { CrmConsoleSectionId } from './crm-console-sections'\nimport DealDetailPage from './deal-detail-page'\nimport DealsSection from './deals-section'\nimport FieldsSection from './fields-section'\nimport LeadDetailPage from './lead-detail-page'\nimport LeadsSection from './leads-section'\nimport ContactsSection from './contacts-section'\nimport ReportsSection from './reports-section'\nimport CrmSettingsSection from './settings-section'\nimport TasksSection from './tasks-section'\n\n/**\n * The body of one Contacts section, built only when that section is the one\n * being read (AGL-2595).\n *\n * A function rather than a map of nodes on purpose: a `Record<id, ReactNode>`\n * would CONSTRUCT every section on every render, and the people list alone\n * opens four Firestore listens and an aggregate read on mount. Only the\n * returned branch is ever built.\n *\n * Three sections own a deeper route — a record beneath the list — and read\n * it off `detail`, the segments after the section id. A list section with\n * nothing after it is the list; one segment is the record; the shell has\n * already 404'd anything it could not resolve to this surface.\n */\nfunction sectionBody(\n  section: CrmConsoleSectionId,\n  props: ConsolePluginPageProps,\n  /** The section's OWN segments — `segments[1]` onward. */\n  detail: readonly string[],\n  basePath: string,\n): ReactNode {\n  const record = detail[0]\n  const recordProps = {\n    hostId: props.hostId,\n    org: props.org,\n    permissions: props.permissions,\n    releaseFlag: props.releaseFlag,\n    hostRole: props.hostRole,\n    basePath,\n  }\n  switch (section) {\n    case 'contacts':\n      return record ? (\n        <ContactDetailPage {...recordProps} id={record} />\n      ) : (\n        <ContactsSection {...props} />\n      )\n    case 'leads':\n      /*\n       * A lead lives under its site, so at the organization level the\n       * address names the site before the id — `leads/{hostId}/{leadId}`\n       * (AGL-2630) — and the record page is mounted UNDER that site: every\n       * read and write it makes is host-scoped by path, exactly as on the\n       * site's own hub. Under a site the id is the one segment it always\n       * was.\n       */\n      return record ? (\n        !props.hostId && detail.length >= 2 ? (\n          <LeadDetailPage {...recordProps} hostId={record} id={detail[1]} />\n        ) : (\n          <LeadDetailPage {...recordProps} id={record} />\n        )\n      ) : (\n        <LeadsSection {...props} />\n      )\n    case 'companies':\n      return record ? (\n        <CompanyDetailPage {...recordProps} id={record} />\n      ) : (\n        <CompaniesSection\n          hostId={props.hostId}\n          org={props.org}\n          basePath={basePath}\n        />\n      )\n    case 'deals':\n      return record ? (\n        <DealDetailPage {...recordProps} id={record} />\n      ) : (\n        <DealsSection {...props} />\n      )\n    case 'tasks':\n      return <TasksSection {...props} />\n    case 'reports':\n      // The shell's props whole, like the contacts list: the reports resolve\n      // the org scope from `hostId`, the consent group from `org`, and their\n      // drill-down links from `basePath` (AGL-2604).\n      return <ReportsSection {...props} />\n    case 'fields':\n      return <FieldsSection hostId={props.hostId} org={props.org} />\n    case 'settings':\n      // The org-wide switches (AGL-2613): what the CRM does on its own for\n      // every site in the workspace, written to the org document.\n      return <CrmSettingsSection hostId={props.hostId} org={props.org} />\n    default:\n      return null\n  }\n}\n\n/**\n * Contacts (AGL-109 → AGL-395 → AGL-2595): the CRM hub — people, companies,\n * deals, tasks, reports and fields — owned by the contacts plugin and\n * rendered by the shell's generic plugin route. The shell applies the\n * `release_crm` gate (via the nav tab) and passes the resolved `org`\n * doc, which the people section reads for the `contactsPerHost` quota.\n *\n * Sections are ROUTES, following the hubs that migrated before it (AGL-2501):\n * `/contacts/people` is the v1 list, and every other section is a URL of its\n * own, so the page builds one section's body and the others do not exist to\n * subscribe. The v1 body moved to `contacts-section.tsx` untouched; what this\n * file adds is the rail and the switch.\n */\nexport function CrmConsolePage(props: ConsolePluginPageProps) {\n  const { section, sections, basePath, segments, orgMount } = props\n\n  /*\n   * Nothing until the URL names a section. The shell redirects a bare\n   * `/contacts` to the landing section and holds a spinner while it does, so\n   * this state is transient — and rendering the people list here instead\n   * would pay for its listens on a URL that is already being replaced.\n   */\n  if (!section || !sections?.length || !basePath) return null\n\n  const hub = (\n    <HubSections sections={sections}>\n      {sectionBody(\n        section as CrmConsoleSectionId,\n        props,\n        // `segments[0]` IS the section — the shell resolved it into `section`\n        // already — so what a section owns is everything after it.\n        (segments ?? []).slice(1),\n        basePath,\n      )}\n    </HubSections>\n  )\n  /*\n   * THE ORGANIZATION-LEVEL MOUNT (AGL-2630). 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package/src/lib/components/crm-console-sections.d.ts

@@ -0,0 +1,52 @@
+/**
+ * @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 { ConsoleNavSection } from '@aglyn/aglyn';
+export type CrmConsoleSectionId = 'contacts' | 'leads' | 'companies' | 'deals' | 'tasks' | 'reports' | 'fields' | 'settings';
+/**
+ * The CRM hub's sections, in rail order (AGL-2595).
+ *
+ * One list, read twice and never copied: `plugin.ts` registers it on the nav
+ * item so the shell can route and gate each section, and the hub page
+ * switches its body on the id the shell resolves back. A second copy is how a
+ * section comes to be routable under one id and drawn under another.
+ *
+ * Ids appear in links people keep, so they are persisted vocabulary. The
+ * surface is called CRM and its first section Contacts, the way Salesforce
+ * and HubSpot lay the same objects out — Leads, Contacts, Companies, Deals —
+ * so `/crm/contacts` names the list and reads as one.
+ *
+ * Every section here ships with the surface and inherits the nav item's
+ * `release_crm` gate — no `navTabId` on any of them. A section that
+ * later needs its own schedule declares one, which can only narrow.
+ *
+ * The PLAN is the other axis, and it is asked once, of the whole hub
+ * (AGL-2851). The CRM is included from Starter and a Free workspace has none
+ * of it, so `plugin.ts` declares `features.crm` on the extension and no
+ * section declares a flag of its own. On a plan without it the shell draws
+ * every section here locked and answers every address beneath the hub — a
+ * bare `/crm`, a section, a record — with the upgrade notice beside the rail.
+ * A section that later belongs to a narrower entitlement declares that flag,
+ * which can only narrow.
+ *
+ * Rail ORDER decides where a bare `/crm` lands: the shell redirects it to
+ * the first section this reader may open, which is Contacts on every plan
+ * that opens the CRM. There is deliberately no separate default constant.
+ * Settings is LAST (AGL-2613): it is the section a reader visits once and
+ * the records are what the rail is for, so it sits where a settings entry
+ * sits in every hub — after the work, before nothing.
+ */
+export declare const CRM_CONSOLE_SECTIONS: readonly ConsoleNavSection[];

package/src/lib/components/crm-console-sections.js

@@ -0,0 +1,83 @@
+/**
+ * @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.
+ */ /**
+ * The CRM hub's sections, in rail order (AGL-2595).
+ *
+ * One list, read twice and never copied: `plugin.ts` registers it on the nav
+ * item so the shell can route and gate each section, and the hub page
+ * switches its body on the id the shell resolves back. A second copy is how a
+ * section comes to be routable under one id and drawn under another.
+ *
+ * Ids appear in links people keep, so they are persisted vocabulary. The
+ * surface is called CRM and its first section Contacts, the way Salesforce
+ * and HubSpot lay the same objects out — Leads, Contacts, Companies, Deals —
+ * so `/crm/contacts` names the list and reads as one.
+ *
+ * Every section here ships with the surface and inherits the nav item's
+ * `release_crm` gate — no `navTabId` on any of them. A section that
+ * later needs its own schedule declares one, which can only narrow.
+ *
+ * The PLAN is the other axis, and it is asked once, of the whole hub
+ * (AGL-2851). The CRM is included from Starter and a Free workspace has none
+ * of it, so `plugin.ts` declares `features.crm` on the extension and no
+ * section declares a flag of its own. On a plan without it the shell draws
+ * every section here locked and answers every address beneath the hub — a
+ * bare `/crm`, a section, a record — with the upgrade notice beside the rail.
+ * A section that later belongs to a narrower entitlement declares that flag,
+ * which can only narrow.
+ *
+ * Rail ORDER decides where a bare `/crm` lands: the shell redirects it to
+ * the first section this reader may open, which is Contacts on every plan
+ * that opens the CRM. There is deliberately no separate default constant.
+ * Settings is LAST (AGL-2613): it is the section a reader visits once and
+ * the records are what the rail is for, so it sits where a settings entry
+ * sits in every hub — after the work, before nothing.
+ */ export const CRM_CONSOLE_SECTIONS = [
+    {
+        id: 'contacts',
+        label: 'Contacts'
+    },
+    {
+        id: 'leads',
+        label: 'Leads'
+    },
+    {
+        id: 'companies',
+        label: 'Companies'
+    },
+    {
+        id: 'deals',
+        label: 'Deals'
+    },
+    {
+        id: 'tasks',
+        label: 'Tasks'
+    },
+    {
+        id: 'reports',
+        label: 'Reports'
+    },
+    {
+        id: 'fields',
+        label: 'Fields'
+    },
+    {
+        id: 'settings',
+        label: 'Settings'
+    }
+];
+
+//# sourceMappingURL=crm-console-sections.js.map

package/src/lib/components/crm-console-sections.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-console-sections.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 type { ConsoleNavSection } from '@aglyn/aglyn'\n\nexport type CrmConsoleSectionId =\n  | 'contacts'\n  | 'leads'\n  | 'companies'\n  | 'deals'\n  | 'tasks'\n  | 'reports'\n  | 'fields'\n  | 'settings'\n\n/**\n * The CRM hub's sections, in rail order (AGL-2595).\n *\n * One list, read twice and never copied: `plugin.ts` registers it on the nav\n * item so the shell can route and gate each section, and the hub page\n * switches its body on the id the shell resolves back. A second copy is how a\n * section comes to be routable under one id and drawn under another.\n *\n * Ids appear in links people keep, so they are persisted vocabulary. The\n * surface is called CRM and its first section Contacts, the way Salesforce\n * and HubSpot lay the same objects out — Leads, Contacts, Companies, Deals —\n * so `/crm/contacts` names the list and reads as one.\n *\n * Every section here ships with the surface and inherits the nav item's\n * `release_crm` gate — no `navTabId` on any of them. A section that\n * later needs its own schedule declares one, which can only narrow.\n *\n * The PLAN is the other axis, and it is asked once, of the whole hub\n * (AGL-2851). The CRM is included from Starter and a Free workspace has none\n * of it, so `plugin.ts` declares `features.crm` on the extension and no\n * section declares a flag of its own. On a plan without it the shell draws\n * every section here locked and answers every address beneath the hub — a\n * bare `/crm`, a section, a record — with the upgrade notice beside the rail.\n * A section that later belongs to a narrower entitlement declares that flag,\n * which can only narrow.\n *\n * Rail ORDER decides where a bare `/crm` lands: the shell redirects it to\n * the first section this reader may open, which is Contacts on every plan\n * that opens the CRM. There is deliberately no separate default constant.\n * Settings is LAST (AGL-2613): it is the section a reader visits once and\n * the records are what the rail is for, so it sits where a settings entry\n * sits in every hub — after the work, before nothing.\n */\nexport const CRM_CONSOLE_SECTIONS: readonly ConsoleNavSection[] = [\n  { id: 'contacts', label: 'Contacts' },\n  { id: 'leads', label: 'Leads' },\n  { id: 'companies', label: 'Companies' },\n  { id: 'deals', label: 'Deals' },\n  { id: 'tasks', label: 'Tasks' },\n  { id: 'reports', label: 'Reports' },\n  { id: 'fields', label: 'Fields' },\n  { id: 'settings', label: 'Settings' },\n]\n"],"names":["CRM_CONSOLE_SECTIONS","id","label"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAcD;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAgCC,GACD,OAAO,MAAMA,uBAAqD;IAChE;QAAEC,IAAI;QAAYC,OAAO;IAAW;IACpC;QAAED,IAAI;QAASC,OAAO;IAAQ;IAC9B;QAAED,IAAI;QAAaC,OAAO;IAAY;IACtC;QAAED,IAAI;QAASC,OAAO;IAAQ;IAC9B;QAAED,IAAI;QAASC,OAAO;IAAQ;IAC9B;QAAED,IAAI;QAAWC,OAAO;IAAU;IAClC;QAAED,IAAI;QAAUC,OAAO;IAAS;IAChC;QAAED,IAAI;QAAYC,OAAO;IAAW;CACrC,CAAA"}

package/src/lib/components/crm-custom-field-control.d.ts

@@ -0,0 +1,26 @@
+import type { ContactFieldDefinition, CrmCustomValue } from '@aglyn/aglyn';
+/** An ISO stamp as the `<input type="date">` value it corresponds to. */
+export declare const isoToDateInput: (value: CrmCustomValue | undefined) => string;
+export interface CrmCustomFieldControlProps {
+    definition: Pick<ContactFieldDefinition, 'key' | 'label' | 'type' | 'options' | 'required'>;
+    /** The value as shown — the draft's where touched, else the stored one. */
+    value: CrmCustomValue | undefined;
+    /** `null` is the explicit "cleared" every surface writes for an emptied control. */
+    onChange: (value: CrmCustomValue) => void;
+    disabled?: boolean;
+}
+/**
+ * ONE control per custom-field type (AGL-2601, shared since AGL-2661), the
+ * same on a contact's card, a company's drawer and a deal's.
+ *
+ * A checkbox, a choice list, a number box, a date picker, or a text or
+ * link box — chosen by the definition's type, which is also what every
+ * reader coerces the value by. Clearing any of them hands back `null`
+ * rather than deleting the key: a `where` on the key can still find the
+ * record, and an export still shows the column.
+ */
+export declare function CrmCustomFieldControl(props: CrmCustomFieldControlProps): import("react").JSX.Element;
+export declare namespace CrmCustomFieldControl {
+    var displayName: string;
+}
+export default CrmCustomFieldControl;

package/src/lib/components/crm-custom-field-control.js

@@ -0,0 +1,131 @@
+/**
+ * @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 { Checkbox, FormControlLabel, MenuItem, TextField } from "@mui/material";
+/** An ISO stamp as the `<input type="date">` value it corresponds to. */ export const isoToDateInput = (value)=>{
+    if (typeof value !== 'string' || !value) return '';
+    const ms = Date.parse(value);
+    return Number.isFinite(ms) ? new Date(ms).toISOString().slice(0, 10) : '';
+};
+/** The longest text a text or link control accepts — the model's own cap. */ const TEXT_MAX = 2000;
+/**
+ * ONE control per custom-field type (AGL-2601, shared since AGL-2661), the
+ * same on a contact's card, a company's drawer and a deal's.
+ *
+ * A checkbox, a choice list, a number box, a date picker, or a text or
+ * link box — chosen by the definition's type, which is also what every
+ * reader coerces the value by. Clearing any of them hands back `null`
+ * rather than deleting the key: a `where` on the key can still find the
+ * record, and an export still shows the column.
+ */ export function CrmCustomFieldControl(props) {
+    const { definition, value, onChange, disabled } = props;
+    const label = definition.label || definition.key;
+    switch(definition.type){
+        case 'checkbox':
+            return /*#__PURE__*/ _jsx(FormControlLabel, {
+                control: /*#__PURE__*/ _jsx(Checkbox, {
+                    checked: value === true,
+                    disabled: disabled,
+                    onChange: (event)=>onChange(event.target.checked),
+                    slotProps: {
+                        input: {
+                            'aria-label': label
+                        }
+                    }
+                }),
+                label: definition.required ? `${label} *` : label
+            });
+        case 'select':
+            var _definition_options, _definition_options1;
+            return /*#__PURE__*/ _jsxs(TextField, {
+                select: true,
+                size: "small",
+                label: label,
+                required: definition.required === true,
+                disabled: disabled,
+                value: typeof value === 'string' && ((_definition_options = definition.options) != null ? _definition_options : []).includes(value) ? value : '',
+                onChange: (event)=>onChange(event.target.value || null),
+                fullWidth: true,
+                children: [
+                    /*#__PURE__*/ _jsx(MenuItem, {
+                        value: "",
+                        children: '—'
+                    }),
+                    ((_definition_options1 = definition.options) != null ? _definition_options1 : []).map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
+                            value: option,
+                            children: option
+                        }, option))
+                ]
+            });
+        case 'number':
+            return /*#__PURE__*/ _jsx(TextField, {
+                size: "small",
+                type: "number",
+                label: label,
+                required: definition.required === true,
+                disabled: disabled,
+                value: typeof value === 'number' ? value : '',
+                onChange: (event)=>{
+                    const text = event.target.value;
+                    if (text === '') return onChange(null);
+                    const parsed = Number(text);
+                    if (Number.isFinite(parsed)) onChange(parsed);
+                },
+                fullWidth: true
+            });
+        case 'date':
+            return /*#__PURE__*/ _jsx(TextField, {
+                size: "small",
+                type: "date",
+                label: label,
+                required: definition.required === true,
+                disabled: disabled,
+                value: isoToDateInput(value),
+                onChange: (event)=>{
+                    const text = event.target.value;
+                    const ms = text ? Date.parse(text) : Number.NaN;
+                    onChange(Number.isFinite(ms) ? new Date(ms).toISOString() : null);
+                },
+                slotProps: {
+                    inputLabel: {
+                        shrink: true
+                    }
+                },
+                fullWidth: true
+            });
+        default:
+            return /*#__PURE__*/ _jsx(TextField, {
+                size: "small",
+                type: definition.type === 'url' ? 'url' : 'text',
+                label: label,
+                required: definition.required === true,
+                disabled: disabled,
+                value: typeof value === 'string' ? value : value == null ? '' : String(value),
+                onChange: (event)=>onChange(event.target.value || null),
+                slotProps: {
+                    htmlInput: {
+                        maxLength: TEXT_MAX
+                    }
+                },
+                fullWidth: true
+            });
+    }
+}
+CrmCustomFieldControl.displayName = 'CrmCustomFieldControl';
+export default CrmCustomFieldControl;
+
+//# sourceMappingURL=crm-custom-field-control.js.map

package/src/lib/components/crm-custom-field-control.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-custom-field-control.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 { ContactFieldDefinition, CrmCustomValue } from '@aglyn/aglyn'\nimport { Checkbox, FormControlLabel, MenuItem, TextField } from '@mui/material'\n\n/** An ISO stamp as the `<input type=\"date\">` value it corresponds to. */\nexport const isoToDateInput = (value: CrmCustomValue | undefined): string => {\n  if (typeof value !== 'string' || !value) return ''\n  const ms = Date.parse(value)\n  return Number.isFinite(ms) ? new Date(ms).toISOString().slice(0, 10) : ''\n}\n\n/** The longest text a text or link control accepts — the model's own cap. */\nconst TEXT_MAX = 2000\n\nexport interface CrmCustomFieldControlProps {\n  definition: Pick<ContactFieldDefinition, 'key' | 'label' | 'type' | 'options' | 'required'>\n  /** The value as shown — the draft's where touched, else the stored one. */\n  value: CrmCustomValue | undefined\n  /** `null` is the explicit \"cleared\" every surface writes for an emptied control. */\n  onChange: (value: CrmCustomValue) => void\n  disabled?: boolean\n}\n\n/**\n * ONE control per custom-field type (AGL-2601, shared since AGL-2661), the\n * same on a contact's card, a company's drawer and a deal's.\n *\n * A checkbox, a choice list, a number box, a date picker, or a text or\n * link box — chosen by the definition's type, which is also what every\n * reader coerces the value by. Clearing any of them hands back `null`\n * rather than deleting the key: a `where` on the key can still find the\n * record, and an export still shows the column.\n */\nexport function CrmCustomFieldControl(props: CrmCustomFieldControlProps) {\n  const { definition, value, onChange, disabled } = props\n  const label = definition.label || definition.key\n  switch (definition.type) {\n    case 'checkbox':\n      return (\n        <FormControlLabel\n          control={\n            <Checkbox\n              checked={value === true}\n              disabled={disabled}\n              onChange={(event) => onChange(event.target.checked)}\n              slotProps={{ input: { 'aria-label': label } }}\n            />\n          }\n          label={definition.required ? `${label} *` : label}\n        />\n      )\n    case 'select':\n      return (\n        <TextField\n          select\n          size=\"small\"\n          label={label}\n          required={definition.required === true}\n          disabled={disabled}\n          value={\n            typeof value === 'string' && (definition.options ?? []).includes(value) ? value : ''\n          }\n          onChange={(event) => onChange(event.target.value || null)}\n          fullWidth\n        >\n          <MenuItem value=\"\">{'—'}</MenuItem>\n          {(definition.options ?? []).map((option) => (\n            <MenuItem key={option} value={option}>\n              {option}\n            </MenuItem>\n          ))}\n        </TextField>\n      )\n    case 'number':\n      return (\n        <TextField\n          size=\"small\"\n          type=\"number\"\n          label={label}\n          required={definition.required === true}\n          disabled={disabled}\n          value={typeof value === 'number' ? value : ''}\n          onChange={(event) => {\n            const text = event.target.value\n            if (text === '') return onChange(null)\n            const parsed = Number(text)\n            if (Number.isFinite(parsed)) onChange(parsed)\n          }}\n          fullWidth\n        />\n      )\n    case 'date':\n      return (\n        <TextField\n          size=\"small\"\n          type=\"date\"\n          label={label}\n          required={definition.required === true}\n          disabled={disabled}\n          value={isoToDateInput(value)}\n          onChange={(event) => {\n            const text = event.target.value\n            const ms = text ? Date.parse(text) : Number.NaN\n            onChange(Number.isFinite(ms) ? new Date(ms).toISOString() : null)\n          }}\n          slotProps={{ inputLabel: { shrink: true } }}\n          fullWidth\n        />\n      )\n    default:\n      return (\n        <TextField\n          size=\"small\"\n          type={definition.type === 'url' ? 'url' : 'text'}\n          label={label}\n          required={definition.required === true}\n          disabled={disabled}\n          value={typeof value === 'string' ? value : value == null ? '' : String(value)}\n          onChange={(event) => onChange(event.target.value || null)}\n          slotProps={{ htmlInput: { maxLength: TEXT_MAX } }}\n          fullWidth\n        />\n      )\n  }\n}\nCrmCustomFieldControl.displayName = 'CrmCustomFieldControl'\n\nexport default CrmCustomFieldControl\n"],"names":["Checkbox","FormControlLabel","MenuItem","TextField","isoToDateInput","value","ms","Date","parse","Number","isFinite","toISOString","slice","TEXT_MAX","CrmCustomFieldControl","props","definition","onChange","disabled","label","key","type","control","checked","event","target","slotProps","input","required","select","size","options","includes","fullWidth","map","option","text","parsed","NaN","inputLabel","shrink","String","htmlInput","maxLength","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAGA,SAASA,QAAQ,EAAEC,gBAAgB,EAAEC,QAAQ,EAAEC,SAAS,QAAQ,gBAAe;AAE/E,uEAAuE,GACvE,OAAO,MAAMC,iBAAiB,CAACC;IAC7B,IAAI,OAAOA,UAAU,YAAY,CAACA,OAAO,OAAO;IAChD,MAAMC,KAAKC,KAAKC,KAAK,CAACH;IACtB,OAAOI,OAAOC,QAAQ,CAACJ,MAAM,IAAIC,KAAKD,IAAIK,WAAW,GAAGC,KAAK,CAAC,GAAG,MAAM;AACzE,EAAC;AAED,2EAA2E,GAC3E,MAAMC,WAAW;AAWjB;;;;;;;;;CASC,GACD,OAAO,SAASC,sBAAsBC,KAAiC;IACrE,MAAM,EAAEC,UAAU,EAAEX,KAAK,EAAEY,QAAQ,EAAEC,QAAQ,EAAE,GAAGH;IAClD,MAAMI,QAAQH,WAAWG,KAAK,IAAIH,WAAWI,GAAG;IAChD,OAAQJ,WAAWK,IAAI;QACrB,KAAK;YACH,qBACE,KAACpB;gBACCqB,uBACE,KAACtB;oBACCuB,SAASlB,UAAU;oBACnBa,UAAUA;oBACVD,UAAU,CAACO,QAAUP,SAASO,MAAMC,MAAM,CAACF,OAAO;oBAClDG,WAAW;wBAAEC,OAAO;4BAAE,cAAcR;wBAAM;oBAAE;;gBAGhDA,OAAOH,WAAWY,QAAQ,GAAG,GAAGT,MAAM,EAAE,CAAC,GAAGA;;QAGlD,KAAK;gBASiCH,qBAM9BA;YAdN,qBACE,MAACb;gBACC0B,MAAM;gBACNC,MAAK;gBACLX,OAAOA;gBACPS,UAAUZ,WAAWY,QAAQ,KAAK;gBAClCV,UAAUA;gBACVb,OACE,OAAOA,UAAU,YAAY,EAACW,sBAAAA,WAAWe,OAAO,YAAlBf,sBAAsB,EAAE,EAAEgB,QAAQ,CAAC3B,SAASA,QAAQ;gBAEpFY,UAAU,CAACO,QAAUP,SAASO,MAAMC,MAAM,CAACpB,KAAK,IAAI;gBACpD4B,SAAS;;kCAET,KAAC/B;wBAASG,OAAM;kCAAI;;oBACnB,EAACW,uBAAAA,WAAWe,OAAO,YAAlBf,uBAAsB,EAAE,EAAEkB,GAAG,CAAC,CAACC,uBAC/B,KAACjC;4BAAsBG,OAAO8B;sCAC3BA;2BADYA;;;QAMvB,KAAK;YACH,qBACE,KAAChC;gBACC2B,MAAK;gBACLT,MAAK;gBACLF,OAAOA;gBACPS,UAAUZ,WAAWY,QAAQ,KAAK;gBAClCV,UAAUA;gBACVb,OAAO,OAAOA,UAAU,WAAWA,QAAQ;gBAC3CY,UAAU,CAACO;oBACT,MAAMY,OAAOZ,MAAMC,MAAM,CAACpB,KAAK;oBAC/B,IAAI+B,SAAS,IAAI,OAAOnB,SAAS;oBACjC,MAAMoB,SAAS5B,OAAO2B;oBACtB,IAAI3B,OAAOC,QAAQ,CAAC2B,SAASpB,SAASoB;gBACxC;gBACAJ,SAAS;;QAGf,KAAK;YACH,qBACE,KAAC9B;gBACC2B,MAAK;gBACLT,MAAK;gBACLF,OAAOA;gBACPS,UAAUZ,WAAWY,QAAQ,KAAK;gBAClCV,UAAUA;gBACVb,OAAOD,eAAeC;gBACtBY,UAAU,CAACO;oBACT,MAAMY,OAAOZ,MAAMC,MAAM,CAACpB,KAAK;oBAC/B,MAAMC,KAAK8B,OAAO7B,KAAKC,KAAK,CAAC4B,QAAQ3B,OAAO6B,GAAG;oBAC/CrB,SAASR,OAAOC,QAAQ,CAACJ,MAAM,IAAIC,KAAKD,IAAIK,WAAW,KAAK;gBAC9D;gBACAe,WAAW;oBAAEa,YAAY;wBAAEC,QAAQ;oBAAK;gBAAE;gBAC1CP,SAAS;;QAGf;YACE,qBACE,KAAC9B;gBACC2B,MAAK;gBACLT,MAAML,WAAWK,IAAI,KAAK,QAAQ,QAAQ;gBAC1CF,OAAOA;gBACPS,UAAUZ,WAAWY,QAAQ,KAAK;gBAClCV,UAAUA;gBACVb,OAAO,OAAOA,UAAU,WAAWA,QAAQA,SAAS,OAAO,KAAKoC,OAAOpC;gBACvEY,UAAU,CAACO,QAAUP,SAASO,MAAMC,MAAM,CAACpB,KAAK,IAAI;gBACpDqB,WAAW;oBAAEgB,WAAW;wBAAEC,WAAW9B;oBAAS;gBAAE;gBAChDoB,SAAS;;IAGjB;AACF;AACAnB,sBAAsB8B,WAAW,GAAG;AAEpC,eAAe9B,sBAAqB"}

package/src/lib/components/crm-email-template-tools.d.ts

@@ -0,0 +1,69 @@
+import { type CrmEmailTemplateRow, type CrmEmailTemplateVisibility, type CrmMergeFieldGroup } from '@aglyn/aglyn';
+/**
+ * The pieces the send dialog grows for templates (AGL-2658), each on its
+ * own so the dialog's file — which several hands edit — takes three
+ * elements and a handful of lines rather than a second component's worth.
+ */
+export interface CrmTemplatePickerProps {
+    /** Every listed template of kind `template`, shared and personal alike. */
+    templates: readonly CrmEmailTemplateRow[];
+    /** The one applied to the draft, or `null`. */
+    value: CrmEmailTemplateRow | null;
+    onChange: (template: CrmEmailTemplateRow | null) => void;
+    disabled?: boolean;
+}
+/**
+ * "Template" — the letter to start from, grouped into the team's and the
+ * reader's own. An Autocomplete rather than a select because a workspace
+ * that keeps forty letters finds one by typing its name. Options are
+ * ordered shared-then-personal so the groups render contiguous, which is
+ * what the control's grouping needs.
+ */
+export declare function CrmTemplatePicker(props: CrmTemplatePickerProps): import("react").JSX.Element;
+export declare namespace CrmTemplatePicker {
+    var displayName: string;
+}
+export interface CrmInsertMenuProps {
+    /** Every listed template of kind `snippet`. */
+    snippets: readonly CrmEmailTemplateRow[];
+    /** Which merge-field groups apply to the record being written to. */
+    groups: readonly CrmMergeFieldGroup[];
+    disabled?: boolean;
+    /** Receives the text to put at the caret. */
+    onInsert: (text: string) => void;
+}
+/**
+ * "Insert" — a snippet, or a merge field, at the caret.
+ *
+ * One menu for both because they are one gesture: put something into the
+ * message where I am. The snippets come first, under their own heading,
+ * and the fields follow grouped by what they read — only the groups that
+ * apply, so a letter to a contact is not offered `{{lead.name}}`. With no
+ * snippets the menu is the fields alone, which is what keeps the dialog
+ * useful before anyone has saved a snippet.
+ */
+export declare function CrmInsertMenu(props: CrmInsertMenuProps): import("react").JSX.Element;
+export declare namespace CrmInsertMenu {
+    var displayName: string;
+}
+export interface CrmSaveAsTemplateDialogProps {
+    open: boolean;
+    onClose: () => void;
+    /** Writes the template; closing on success is the caller's job. */
+    onSave: (draft: {
+        name: string;
+        visibility: CrmEmailTemplateVisibility;
+    }) => Promise<void>;
+}
+/**
+ * "Save as template" — a name and whose it is, over the draft as written.
+ *
+ * The subject and the body are the dialog's own and are not shown again
+ * here; this asks only what the draft does not carry. Personal is the
+ * default, because a letter one rep wrote is theirs until they hand it to
+ * the team, and handing it over is one click.
+ */
+export declare function CrmSaveAsTemplateDialog(props: CrmSaveAsTemplateDialogProps): import("react").JSX.Element;
+export declare namespace CrmSaveAsTemplateDialog {
+    var displayName: string;
+}