@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/crm-glance-card.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-glance-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-email-campaigns/components/report-figures'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport {\n  getAggregateFromServer,\n  getCountFromServer,\n  query,\n  sum,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport {\n  useConsoleHostRoute,\n  useFirestore,\n  useOrgDataScope,\n  useOrgPlan,\n} from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmRoutes } from '../model/crm-routes'\nimport { openLeadsAcrossSites } from './reports/lead-counts'\nimport { scopedCollection, visibleToClause } from './reports/report-scope'\nimport { ReportStatTile } from './reports/report-stat-tile'\nimport { useAggregateRead } from './reports/use-aggregate-read'\n\nconst WEEK_MS = 7 * 24 * 60 * 60 * 1000\n\ninterface GlanceFigures {\n  contacts: number\n  newThisWeek: number\n  pipelineCents: number\n  tasksDue: number\n  /** Open leads — new or being worked — on this site, or across the org's sites. */\n  leadsToWork: number\n}\n\nexport interface CrmGlanceCardProps {\n  /**\n   * The site the card is on the dashboard of, or `null` beneath the org\n   * hub's mount (AGL-2634), where the figures total every site: the\n   * org-wide reads carry no scope clause, and the lead figure fans out\n   * over the mount's site list.\n   */\n  hostId: string | null\n  /** The org hub's own path, for the links when there is no site to derive them from. */\n  basePath?: string\n}\n\n/**\n * CRM at a glance (AGL-2604): a `hostDashboard` widget with five numbers —\n * contacts, new this week, open pipeline value, tasks due today or overdue,\n * and leads still to work (AGL-2624) — each a link into the section that\n * explains it.\n *\n * Server aggregates and nothing else: a dashboard card mounts on every\n * visit to the site's front page, so it is the one surface on which a\n * bounded read of a thousand rows would be a cost paid for nothing. Each\n * number is a count or a sum the server takes over the same `visibleTo`\n * predicate the hub's sections query with, so the card never shows a figure\n * the section behind the link would not.\n *\n * The lead figure is two counts and a subtraction — every lead on the site,\n * less the closed ones — because a lead nobody has touched carries no status\n * field and Firestore cannot select on a field's absence; see\n * `openLeadsFromCounts`. Leads are host-scoped by path rather than by\n * `visibleTo`, so those two counts run on `hosts/{hostId}/leads` under the\n * site's own rules, the way the Leads section reads it.\n *\n * The widget is handed a host doc id and nothing else, so the org — needed\n * for the consent group whose tokens scope the reads — comes from\n * `useOrgPlan`, and the link base from `useConsoleHostRoute`, the way the\n * commerce glance card builds its store link. Nothing is read until the org\n * has settled: a first round of aggregates against the solo group, replaced\n * by a second against the real one, would be two reads for one answer.\n *\n * ## The organization level (AGL-2634)\n *\n * Mounted with no site beneath the org hub's mount, the card totals the\n * organization: the reads carry no scope clause — the rules admit an\n * org-wide member to every row — and the lead figure is the same two\n * counts per site, over every site the mount lists, summed. Nothing is\n * read until that list has settled, for the reason nothing is read under\n * a site until the org has. The org's dashboard has no widget slot yet, so\n * the mount is a capability rather than a page; what it needs from the\n * shell is a slot and the hub's `basePath`.\n */\nexport function CrmGlanceCard(props: CrmGlanceCardProps) {\n  const { hostId, basePath } = props\n  const mount = useCrmOrgMount()\n  const consoleRoute = useConsoleHostRoute(hostId)\n  const { org, ready: planReady } = useOrgPlan(hostId ?? undefined)\n  const { scope } = useOrgDataScope(hostId ? { hostId } : { orgId: mount?.orgId })\n  const firestore = useFirestore()\n  // Under a site, the site's group's tokens once the org has settled; at\n  // the org level `null` — no clause — once the site list has.\n  const tokens = useMemo(() => {\n    if (!hostId) return null\n    if (!planReady) return undefined\n    const group = Aglyn.consentGroupForHost(org ?? null, hostId)\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...group.hostIds.map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, planReady, hostId])\n  const leadSites = useMemo(\n    () =>\n      hostId\n        ? [hostId]\n        : mount?.hostsReady\n          ? mount.hosts.map((host) => host.id)\n          : null,\n    [hostId, mount],\n  )\n  const leadSitesKey = leadSites?.join('\\n') ?? ''\n  // Anchored once per mount so the queries are stable across renders.\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const figures = useAggregateRead<GlanceFigures>(() => {\n    if (!scope || tokens === undefined || !leadSites) return null\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const deals = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.deals)\n    const tasks = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks)\n    const day = Aglyn.localDayBounds(nowMs)\n    const countOf = (target: ReturnType<typeof query>) =>\n      getCountFromServer(target).then((snapshot) => snapshot.data().count)\n    return Promise.all([\n      countOf(query(contacts, ...visibleToClause(tokens))),\n      countOf(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(nowMs - WEEK_MS)),\n        ),\n      ),\n      getAggregateFromServer(\n        query(deals, ...visibleToClause(tokens), where('status', '==', 'open')),\n        { amountCents: sum('amountCents') },\n      ).then((snapshot) => Number(snapshot.data().amountCents ?? 0)),\n      // Due today OR overdue: everything open that is due before the day ends.\n      countOf(\n        query(\n          tasks,\n          ...visibleToClause(tokens),\n          where('status', '==', 'open'),\n          where('dueAtMs', '<', day.end),\n        ),\n      ),\n      openLeadsAcrossSites(firestore, leadSites),\n    ]).then(([contacts, newThisWeek, pipelineCents, tasksDue, leadsToWork]) => ({\n      contacts,\n      newThisWeek,\n      pipelineCents,\n      tasksDue,\n      leadsToWork,\n    }))\n  }, [firestore, scope, tokens, nowMs, leadSitesKey])\n\n  const routes = useMemo(\n    () =>\n      hostId\n        ? consoleRoute.base\n          ? crmRoutes(`${consoleRoute.base}/crm`)\n          : null\n        : basePath\n          ? crmRoutes(basePath)\n          : null,\n    [hostId, consoleRoute.base, basePath],\n  )\n  const hubHref = hostId\n    ? consoleRoute.base\n      ? `${consoleRoute.base}/crm`\n      : undefined\n    : basePath\n  const value = figures.value\n\n  return (\n    <CardDisplay\n      header={'CRM at a glance'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#crm-at-a-glance',\n        excerpt:\n          'Contacts, new contacts this week, the value of every open deal, ' +\n          'the tasks due today or overdue, and the leads still to work — ' +\n          'each counted on the server and each a link into the CRM.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            component={AppLink as any}\n            {...({ componentVariant: 'naked', nativeButton: false } as any)}\n            href={hubHref}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open CRM'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Contacts'}\n            value={value ? value.contacts.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'New this week'}\n            value={value ? value.newThisWeek.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Open pipeline'}\n            value={value ? money(value.pipelineCents, 'usd') : null}\n            href={routes?.section('deals')}\n          />\n          <ReportStatTile\n            label={'Tasks due'}\n            value={value ? value.tasksDue.toLocaleString() : null}\n            note={'today or overdue'}\n            color={value?.tasksDue ? 'warning.main' : undefined}\n            href={routes?.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Leads to work'}\n            value={value ? value.leadsToWork.toLocaleString() : null}\n            note={hostId ? 'open on this site' : 'open across every site'}\n            href={routes?.section('leads')}\n          />\n        </Stack>\n        {figures.status === 'error' ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'The CRM figures could not be read. Open the CRM for the full picture.'}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nCrmGlanceCard.displayName = 'CrmGlanceCard'\n\nexport default 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package/src/lib/components/crm-next-activity-column.d.ts

@@ -0,0 +1,35 @@
+import { type CrmViewFilterClause } from '@aglyn/aglyn';
+import type { GridColDef } from '@mui/x-data-grid';
+/**
+ * The "Next activity" column the contacts, companies and deals lists share
+ * (AGL-2661): when the record's earliest open task is due, off the
+ * `nextTaskAtMs` every server-side task writer keeps on the row.
+ *
+ * Drawn the way the tasks list draws a due date — overdue in the warning
+ * color, today emphasized — because it IS that date, seen from the record.
+ * A dash for a record with nothing scheduled, and the same dash for one
+ * written before the field existed: the reader's question is "is anything
+ * planned", and to both the answer is no. Sorting and filtering are off
+ * for the same reason the custom columns' are — the value is on the row,
+ * and a sort over the loaded window would look like a sort over the
+ * collection; the "No next activity" toggle is the filter, and it says
+ * what it narrows.
+ */
+export declare function nextActivityColumn(nowMs: number): GridColDef;
+export interface NoNextActivityToggleProps {
+    /** The view's clauses; the toggle reads its own state off them. */
+    filters: readonly CrmViewFilterClause[];
+    onChange: (filters: CrmViewFilterClause[]) => void;
+    disabled?: boolean;
+}
+/**
+ * The "No next activity" filter as one chip beside the view control: on,
+ * the list keeps only the records with nothing scheduled. It is a clause
+ * on the SAVED VIEW — `withNoNextActivity` — so a view saved with it on
+ * reopens with it on, and the clause survives the other filters a list
+ * sets around it.
+ */
+export declare function NoNextActivityToggle(props: NoNextActivityToggleProps): import("react").JSX.Element;
+export declare namespace NoNextActivityToggle {
+    var displayName: string;
+}

package/src/lib/components/crm-next-activity-column.js

@@ -0,0 +1,100 @@
+/**
+ * @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 } from "react/jsx-runtime";
+import { CRM_NEXT_ACTIVITY_FIELD, isNoNextActivityClause, readNextTaskAtMs, withNoNextActivity } from "@aglyn/aglyn";
+import { Chip, Tooltip, Typography } from "@mui/material";
+import { TaskDueText } from "./task-cells.js";
+/**
+ * The "Next activity" column the contacts, companies and deals lists share
+ * (AGL-2661): when the record's earliest open task is due, off the
+ * `nextTaskAtMs` every server-side task writer keeps on the row.
+ *
+ * Drawn the way the tasks list draws a due date — overdue in the warning
+ * color, today emphasized — because it IS that date, seen from the record.
+ * A dash for a record with nothing scheduled, and the same dash for one
+ * written before the field existed: the reader's question is "is anything
+ * planned", and to both the answer is no. Sorting and filtering are off
+ * for the same reason the custom columns' are — the value is on the row,
+ * and a sort over the loaded window would look like a sort over the
+ * collection; the "No next activity" toggle is the filter, and it says
+ * what it narrows.
+ */ export function nextActivityColumn(nowMs) {
+    return {
+        field: CRM_NEXT_ACTIVITY_FIELD,
+        headerName: 'Next activity',
+        flex: 0.8,
+        minWidth: 140,
+        type: 'date',
+        sortable: false,
+        filterable: false,
+        valueGetter: (_value, row)=>{
+            const at = readNextTaskAtMs(row);
+            return at === null ? null : new Date(at);
+        },
+        renderCell: ({ row })=>{
+            const at = readNextTaskAtMs(row);
+            if (at === null) {
+                return /*#__PURE__*/ _jsx(Typography, {
+                    variant: "caption",
+                    color: "text.secondary",
+                    children: '—'
+                });
+            }
+            return /*#__PURE__*/ _jsx(Tooltip, {
+                title: new Date(at).toLocaleString(),
+                children: /*#__PURE__*/ _jsx("span", {
+                    children: /*#__PURE__*/ _jsx(TaskDueText, {
+                        task: {
+                            status: 'open',
+                            dueAtMs: at
+                        },
+                        nowMs: nowMs,
+                        variant: "caption"
+                    })
+                })
+            });
+        }
+    };
+}
+/**
+ * The "No next activity" filter as one chip beside the view control: on,
+ * the list keeps only the records with nothing scheduled. It is a clause
+ * on the SAVED VIEW — `withNoNextActivity` — so a view saved with it on
+ * reopens with it on, and the clause survives the other filters a list
+ * sets around it.
+ */ export function NoNextActivityToggle(props) {
+    const { filters, onChange, disabled } = props;
+    const on = filters.some(isNoNextActivityClause);
+    return /*#__PURE__*/ _jsx(Tooltip, {
+        title: on ? 'Showing records with nothing scheduled' : 'Only records with nothing scheduled',
+        // Describes rather than names: the chip's label is what a reader — and
+        // a saved view's caption — calls the filter.
+        describeChild: true,
+        children: /*#__PURE__*/ _jsx(Chip, {
+            size: "small",
+            label: "No next activity",
+            variant: on ? 'filled' : 'outlined',
+            color: on ? 'primary' : 'default',
+            disabled: disabled,
+            onClick: ()=>onChange(withNoNextActivity(filters, !on)),
+            "aria-pressed": on
+        })
+    });
+}
+NoNextActivityToggle.displayName = 'NoNextActivityToggle';
+
+//# sourceMappingURL=crm-next-activity-column.js.map

package/src/lib/components/crm-next-activity-column.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-next-activity-column.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  CRM_NEXT_ACTIVITY_FIELD,\n  type CrmViewFilterClause,\n  isNoNextActivityClause,\n  readNextTaskAtMs,\n  withNoNextActivity,\n} from '@aglyn/aglyn'\nimport { Chip, Tooltip, Typography } from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { TaskDueText } from './task-cells'\n\n/**\n * The \"Next activity\" column the contacts, companies and deals lists share\n * (AGL-2661): when the record's earliest open task is due, off the\n * `nextTaskAtMs` every server-side task writer keeps on the row.\n *\n * Drawn the way the tasks list draws a due date — overdue in the warning\n * color, today emphasized — because it IS that date, seen from the record.\n * A dash for a record with nothing scheduled, and the same dash for one\n * written before the field existed: the reader's question is \"is anything\n * planned\", and to both the answer is no. Sorting and filtering are off\n * for the same reason the custom columns' are — the value is on the row,\n * and a sort over the loaded window would look like a sort over the\n * collection; the \"No next activity\" toggle is the filter, and it says\n * what it narrows.\n */\nexport function nextActivityColumn(nowMs: number): GridColDef {\n  return {\n    field: CRM_NEXT_ACTIVITY_FIELD,\n    headerName: 'Next activity',\n    flex: 0.8,\n    minWidth: 140,\n    type: 'date',\n    sortable: false,\n    filterable: false,\n    valueGetter: (_value: unknown, row: { nextTaskAtMs?: unknown }) => {\n      const at = readNextTaskAtMs(row)\n      return at === null ? null : new Date(at)\n    },\n    renderCell: ({ row }: { row: { nextTaskAtMs?: unknown } }) => {\n      const at = readNextTaskAtMs(row)\n      if (at === null) {\n        return (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        )\n      }\n      return (\n        <Tooltip title={new Date(at).toLocaleString()}>\n          <span>\n            <TaskDueText task={{ status: 'open', dueAtMs: at }} nowMs={nowMs} variant=\"caption\" />\n          </span>\n        </Tooltip>\n      )\n    },\n  }\n}\n\nexport interface NoNextActivityToggleProps {\n  /** The view's clauses; the toggle reads its own state off them. */\n  filters: readonly CrmViewFilterClause[]\n  onChange: (filters: CrmViewFilterClause[]) => void\n  disabled?: boolean\n}\n\n/**\n * The \"No next activity\" filter as one chip beside the view control: on,\n * the list keeps only the records with nothing scheduled. It is a clause\n * on the SAVED VIEW — `withNoNextActivity` — so a view saved with it on\n * reopens with it on, and the clause survives the other filters a list\n * sets around it.\n */\nexport function NoNextActivityToggle(props: NoNextActivityToggleProps) {\n  const { filters, onChange, disabled } = props\n  const on = filters.some(isNoNextActivityClause)\n  return (\n    <Tooltip\n      title={on ? 'Showing records with nothing scheduled' : 'Only records with nothing scheduled'}\n      // Describes rather than names: the chip's label is what a reader — and\n      // a saved view's caption — calls the filter.\n      describeChild\n    >\n      <Chip\n        size=\"small\"\n        label=\"No next activity\"\n        variant={on ? 'filled' : 'outlined'}\n        color={on ? 'primary' : 'default'}\n        disabled={disabled}\n        onClick={() => onChange(withNoNextActivity(filters, !on))}\n        aria-pressed={on}\n      />\n    </Tooltip>\n  )\n}\nNoNextActivityToggle.displayName = 'NoNextActivityToggle'\n"],"names":["CRM_NEXT_ACTIVITY_FIELD","isNoNextActivityClause","readNextTaskAtMs","withNoNextActivity","Chip","Tooltip","Typography","TaskDueText","nextActivityColumn","nowMs","field","headerName","flex","minWidth","type","sortable","filterable","valueGetter","_value","row","at","Date","renderCell","variant","color","title","toLocaleString","span","task","status","dueAtMs","NoNextActivityToggle","props","filters","onChange","disabled","on","some","describeChild","size","label","onClick","aria-pressed","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,uBAAuB,EAEvBC,sBAAsB,EACtBC,gBAAgB,EAChBC,kBAAkB,QACb,eAAc;AACrB,SAASC,IAAI,EAAEC,OAAO,EAAEC,UAAU,QAAQ,gBAAe;AAEzD,SAASC,WAAW,QAAQ,kBAAc;AAE1C;;;;;;;;;;;;;;CAcC,GACD,OAAO,SAASC,mBAAmBC,KAAa;IAC9C,OAAO;QACLC,OAAOV;QACPW,YAAY;QACZC,MAAM;QACNC,UAAU;QACVC,MAAM;QACNC,UAAU;QACVC,YAAY;QACZC,aAAa,CAACC,QAAiBC;YAC7B,MAAMC,KAAKlB,iBAAiBiB;YAC5B,OAAOC,OAAO,OAAO,OAAO,IAAIC,KAAKD;QACvC;QACAE,YAAY,CAAC,EAAEH,GAAG,EAAuC;YACvD,MAAMC,KAAKlB,iBAAiBiB;YAC5B,IAAIC,OAAO,MAAM;gBACf,qBACE,KAACd;oBAAWiB,SAAQ;oBAAUC,OAAM;8BACjC;;YAGP;YACA,qBACE,KAACnB;gBAAQoB,OAAO,IAAIJ,KAAKD,IAAIM,cAAc;0BACzC,cAAA,KAACC;8BACC,cAAA,KAACpB;wBAAYqB,MAAM;4BAAEC,QAAQ;4BAAQC,SAASV;wBAAG;wBAAGX,OAAOA;wBAAOc,SAAQ;;;;QAIlF;IACF;AACF;AASA;;;;;;CAMC,GACD,OAAO,SAASQ,qBAAqBC,KAAgC;IACnE,MAAM,EAAEC,OAAO,EAAEC,QAAQ,EAAEC,QAAQ,EAAE,GAAGH;IACxC,MAAMI,KAAKH,QAAQI,IAAI,CAACpC;IACxB,qBACE,KAACI;QACCoB,OAAOW,KAAK,2CAA2C;QACvD,uEAAuE;QACvE,6CAA6C;QAC7CE,aAAa;kBAEb,cAAA,KAAClC;YACCmC,MAAK;YACLC,OAAM;YACNjB,SAASa,KAAK,WAAW;YACzBZ,OAAOY,KAAK,YAAY;YACxBD,UAAUA;YACVM,SAAS,IAAMP,SAAS/B,mBAAmB8B,SAAS,CAACG;YACrDM,gBAAcN;;;AAItB;AACAL,qBAAqBY,WAAW,GAAG"}

package/src/lib/components/crm-record-header.d.ts

@@ -0,0 +1,97 @@
+import { type CardDisplayProps } from '@aglyn/shared-ui-jsx';
+import { type RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component';
+import { type ChipProps } from '@mui/material';
+import type { ReactNode } from 'react';
+import { type CrmRecordBookingZoneProps } from './crm-booking-zone';
+export interface CrmRecordHeaderProps {
+    /** What the record is — the lead card's heading: Contact, Company, Deal, Lead. */
+    kind: string;
+    /**
+     * The record's own name, published to the page heading and the trail.
+     * Undefined until it has loaded, so the route's heading stands meanwhile.
+     */
+    title: string | undefined;
+    /** The one line under the heading — an address, a domain, a pipeline and stage. */
+    subtitle?: ReactNode;
+    /** The record's facts as chips: a stage, a status, an owner. */
+    chips?: ReactNode;
+    /** The way back to the section the record lives in. */
+    backHref: string;
+    backLabel: string;
+    /** The primary controls, beside the menu. */
+    actions?: ReactNode;
+    /** Everything else, behind the overflow — the destructive act lives here. */
+    menuItems?: RowActionsMenuItem[];
+    help?: CardDisplayProps['help'];
+    /** The record is still on its way; the chip row says so rather than sitting empty. */
+    loading?: boolean;
+    /** What the card holds under the chips — a properties list, or a refusal. */
+    children?: ReactNode;
+    /**
+     * The **Book a meeting** action (AGL-2660), for a contact, a lead or a
+     * deal: the record the link carries, and the site whose services are
+     * offered. Drawn beside the primary controls, and only where the site has
+     * a booking door — the action renders nothing otherwise.
+     */
+    booking?: CrmRecordBookingZoneProps;
+}
+/**
+ * THE HEADER EVERY CRM RECORD PAGE OPENS ON (AGL-2614).
+ *
+ * A contact, a company, a deal and a lead each had a lead card of their own
+ * and no two agreed: one kept its controls in the card header and one at the
+ * card's foot, one put the way back in a caption under the properties, one
+ * offered Delete as a red button beside Edit and one behind a menu, and the
+ * page heading was published by the page on three of them and never on the
+ * fourth. A reader moving between the four records of one sale was reading
+ * four products.
+ *
+ * ## The grammar
+ *
+ * ```
+ *   [ page heading and trail: the record's name ]
+ *   Kind                           [ Back to … ] [ primary ] [ ⋮ ]
+ *   subtitle line
+ *   [ chip ] [ chip ] [ chip ]
+ *   children
+ * ```
+ *
+ * The page heading is the record's NAME — published from here, once, by
+ * whichever component loaded the record, so the shell's heading and the
+ * card read one document. The card is then free to say what the record IS
+ * (`kind`) rather than repeating the name, and its subtitle carries the one
+ * fact that identifies the record beyond its name: the address, the domain,
+ * the pipeline and stage.
+ *
+ * Controls sit in the card HEADER, never at its foot: the header is where a
+ * reader looks for what they can do to the thing they just opened, and a
+ * foot of controls scrolls away under a long properties list. The way back
+ * leads, because the record is the trail's last crumb and the crumb is not a
+ * link. The primary act — Edit, Convert, Add to list — is a button; every
+ * other act, and the destructive one in particular, is a menu item, so that
+ * a delete is never one mis-click from the button beside it.
+ */
+export declare function CrmRecordHeader(props: CrmRecordHeaderProps): import("react").JSX.Element;
+export declare namespace CrmRecordHeader {
+    var displayName: string;
+}
+export interface CrmRecordChipProps {
+    /** What the fact is — Owner, Industry, Amount. */
+    label: string;
+    /** The fact. Nothing is rendered without one, so a caller can pass it blindly. */
+    value?: ReactNode;
+    color?: ChipProps['color'];
+    variant?: ChipProps['variant'];
+}
+/**
+ * One fact on the chip row, in the `Label: value` form every record uses.
+ *
+ * A chip with no value renders nothing rather than a bare label, so a
+ * record page lists every fact it might have and the row shows the ones
+ * this record does.
+ */
+export declare function CrmRecordChip(props: CrmRecordChipProps): import("react").JSX.Element;
+export declare namespace CrmRecordChip {
+    var displayName: string;
+}
+export default CrmRecordHeader;

package/src/lib/components/crm-record-header.js

@@ -0,0 +1,160 @@
+/**
+ * @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, Fragment as _Fragment } from "react/jsx-runtime";
+import { PageHeaderRecord } from "@aglyn/aglyn";
+import { AppLink, CardDisplay } from "@aglyn/shared-ui-jsx";
+import RowActionsMenu from "@aglyn/shared-ui-jsx/components/row-actions-menu.component";
+import { Button, Chip, Stack, Typography } from "@mui/material";
+import { CrmRecordBookingZone } from "./crm-booking-zone.js";
+/**
+ * THE HEADER EVERY CRM RECORD PAGE OPENS ON (AGL-2614).
+ *
+ * A contact, a company, a deal and a lead each had a lead card of their own
+ * and no two agreed: one kept its controls in the card header and one at the
+ * card's foot, one put the way back in a caption under the properties, one
+ * offered Delete as a red button beside Edit and one behind a menu, and the
+ * page heading was published by the page on three of them and never on the
+ * fourth. A reader moving between the four records of one sale was reading
+ * four products.
+ *
+ * ## The grammar
+ *
+ * ```
+ *   [ page heading and trail: the record's name ]
+ *   Kind                           [ Back to … ] [ primary ] [ ⋮ ]
+ *   subtitle line
+ *   [ chip ] [ chip ] [ chip ]
+ *   children
+ * ```
+ *
+ * The page heading is the record's NAME — published from here, once, by
+ * whichever component loaded the record, so the shell's heading and the
+ * card read one document. The card is then free to say what the record IS
+ * (`kind`) rather than repeating the name, and its subtitle carries the one
+ * fact that identifies the record beyond its name: the address, the domain,
+ * the pipeline and stage.
+ *
+ * Controls sit in the card HEADER, never at its foot: the header is where a
+ * reader looks for what they can do to the thing they just opened, and a
+ * foot of controls scrolls away under a long properties list. The way back
+ * leads, because the record is the trail's last crumb and the crumb is not a
+ * link. The primary act — Edit, Convert, Add to list — is a button; every
+ * other act, and the destructive one in particular, is a menu item, so that
+ * a delete is never one mis-click from the button beside it.
+ */ export function CrmRecordHeader(props) {
+    const { kind, title, subtitle, chips, backHref, backLabel, actions, menuItems, help, loading, children, booking } = props;
+    const hasChipRow = Boolean(chips) || Boolean(loading);
+    return /*#__PURE__*/ _jsxs(_Fragment, {
+        children: [
+            /*#__PURE__*/ _jsx(PageHeaderRecord, {
+                title: title
+            }),
+            /*#__PURE__*/ _jsx(CardDisplay, {
+                header: kind,
+                subheader: subtitle,
+                help: help,
+                contentGutterX: true,
+                contentGutterY: true,
+                HeaderProps: {
+                    action: /*#__PURE__*/ _jsxs(Stack, {
+                        direction: "row",
+                        spacing: 1,
+                        sx: {
+                            alignItems: 'center',
+                            flexWrap: 'wrap',
+                            rowGap: 1
+                        },
+                        children: [
+                            /*#__PURE__*/ _jsx(Button, _extends({
+                                component: AppLink
+                            }, {
+                                componentVariant: 'naked',
+                                nativeButton: false
+                            }, {
+                                href: backHref,
+                                size: "small",
+                                color: "primary",
+                                children: backLabel
+                            })),
+                            actions,
+                            booking ? /*#__PURE__*/ _jsx(CrmRecordBookingZone, _extends({}, booking)) : null,
+                            (menuItems == null ? void 0 : menuItems.length) ? /*#__PURE__*/ _jsx(RowActionsMenu, {
+                                label: title || kind,
+                                items: menuItems
+                            }) : null
+                        ]
+                    })
+                },
+                children: hasChipRow || children ? /*#__PURE__*/ _jsxs(Stack, {
+                    spacing: 2,
+                    children: [
+                        hasChipRow ? /*#__PURE__*/ _jsxs(Stack, {
+                            direction: "row",
+                            spacing: 1,
+                            sx: {
+                                alignItems: 'center',
+                                flexWrap: 'wrap',
+                                rowGap: 1
+                            },
+                            children: [
+                                chips,
+                                loading ? /*#__PURE__*/ _jsx(Typography, {
+                                    variant: "body2",
+                                    color: "text.secondary",
+                                    children: 'Loading…'
+                                }) : null
+                            ]
+                        }) : null,
+                        children
+                    ]
+                }) : null
+            })
+        ]
+    });
+}
+CrmRecordHeader.displayName = 'CrmRecordHeader';
+/**
+ * One fact on the chip row, in the `Label: value` form every record uses.
+ *
+ * A chip with no value renders nothing rather than a bare label, so a
+ * record page lists every fact it might have and the row shows the ones
+ * this record does.
+ */ export function CrmRecordChip(props) {
+    const { label, value, color, variant = 'outlined' } = props;
+    if (value === null || value === undefined || value === '') return null;
+    return /*#__PURE__*/ _jsx(Chip, {
+        size: "small",
+        variant: variant,
+        color: color,
+        label: /*#__PURE__*/ _jsxs(_Fragment, {
+            children: [
+                /*#__PURE__*/ _jsx(Typography, {
+                    component: "span",
+                    variant: "inherit",
+                    color: "text.secondary",
+                    children: `${label}: `
+                }),
+                value
+            ]
+        })
+    });
+}
+CrmRecordChip.displayName = 'CrmRecordChip';
+export default CrmRecordHeader;
+
+//# sourceMappingURL=crm-record-header.js.map

package/src/lib/components/crm-record-header.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-record-header.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 { PageHeaderRecord } from '@aglyn/aglyn'\nimport { AppLink, CardDisplay, type CardDisplayProps } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { Button, Chip, type ChipProps, Stack, Typography } from '@mui/material'\nimport type { ReactNode } from 'react'\nimport {\n  CrmRecordBookingZone,\n  type CrmRecordBookingZoneProps,\n} from './crm-booking-zone'\n\nexport interface CrmRecordHeaderProps {\n  /** What the record is — the lead card's heading: Contact, Company, Deal, Lead. */\n  kind: string\n  /**\n   * The record's own name, published to the page heading and the trail.\n   * Undefined until it has loaded, so the route's heading stands meanwhile.\n   */\n  title: string | undefined\n  /** The one line under the heading — an address, a domain, a pipeline and stage. */\n  subtitle?: ReactNode\n  /** The record's facts as chips: a stage, a status, an owner. */\n  chips?: ReactNode\n  /** The way back to the section the record lives in. */\n  backHref: string\n  backLabel: string\n  /** The primary controls, beside the menu. */\n  actions?: ReactNode\n  /** Everything else, behind the overflow — the destructive act lives here. */\n  menuItems?: RowActionsMenuItem[]\n  help?: CardDisplayProps['help']\n  /** The record is still on its way; the chip row says so rather than sitting empty. */\n  loading?: boolean\n  /** What the card holds under the chips — a properties list, or a refusal. */\n  children?: ReactNode\n  /**\n   * The **Book a meeting** action (AGL-2660), for a contact, a lead or a\n   * deal: the record the link carries, and the site whose services are\n   * offered. Drawn beside the primary controls, and only where the site has\n   * a booking door — the action renders nothing otherwise.\n   */\n  booking?: CrmRecordBookingZoneProps\n}\n\n/**\n * THE HEADER EVERY CRM RECORD PAGE OPENS ON (AGL-2614).\n *\n * A contact, a company, a deal and a lead each had a lead card of their own\n * and no two agreed: one kept its controls in the card header and one at the\n * card's foot, one put the way back in a caption under the properties, one\n * offered Delete as a red button beside Edit and one behind a menu, and the\n * page heading was published by the page on three of them and never on the\n * fourth. A reader moving between the four records of one sale was reading\n * four products.\n *\n * ## The grammar\n *\n * ```\n *   [ page heading and trail: the record's name ]\n *   Kind                           [ Back to … ] [ primary ] [ ⋮ ]\n *   subtitle line\n *   [ chip ] [ chip ] [ chip ]\n *   children\n * ```\n *\n * The page heading is the record's NAME — published from here, once, by\n * whichever component loaded the record, so the shell's heading and the\n * card read one document. The card is then free to say what the record IS\n * (`kind`) rather than repeating the name, and its subtitle carries the one\n * fact that identifies the record beyond its name: the address, the domain,\n * the pipeline and stage.\n *\n * Controls sit in the card HEADER, never at its foot: the header is where a\n * reader looks for what they can do to the thing they just opened, and a\n * foot of controls scrolls away under a long properties list. The way back\n * leads, because the record is the trail's last crumb and the crumb is not a\n * link. The primary act — Edit, Convert, Add to list — is a button; every\n * other act, and the destructive one in particular, is a menu item, so that\n * a delete is never one mis-click from the button beside it.\n */\nexport function CrmRecordHeader(props: CrmRecordHeaderProps) {\n  const {\n    kind,\n    title,\n    subtitle,\n    chips,\n    backHref,\n    backLabel,\n    actions,\n    menuItems,\n    help,\n    loading,\n    children,\n    booking,\n  } = props\n  const hasChipRow = Boolean(chips) || Boolean(loading)\n  return (\n    <>\n      <PageHeaderRecord title={title} />\n      <CardDisplay\n        header={kind}\n        subheader={subtitle}\n        help={help}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          action: (\n            <Stack\n              direction=\"row\"\n              spacing={1}\n              sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n            >\n              <Button\n                component={AppLink as any}\n                {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                href={backHref}\n                size=\"small\"\n                color=\"primary\"\n              >\n                {backLabel}\n              </Button>\n              {actions}\n              {booking ? <CrmRecordBookingZone {...booking} /> : null}\n              {menuItems?.length ? (\n                <RowActionsMenu label={title || kind} items={menuItems} />\n              ) : null}\n            </Stack>\n          ),\n        }}\n      >\n        {hasChipRow || children ? (\n          <Stack spacing={2}>\n            {hasChipRow ? (\n              <Stack\n                direction=\"row\"\n                spacing={1}\n                sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n              >\n                {chips}\n                {loading ? (\n                  <Typography variant=\"body2\" color=\"text.secondary\">\n                    {'Loading…'}\n                  </Typography>\n                ) : null}\n              </Stack>\n            ) : null}\n            {children}\n          </Stack>\n        ) : null}\n      </CardDisplay>\n    </>\n  )\n}\nCrmRecordHeader.displayName = 'CrmRecordHeader'\n\nexport interface CrmRecordChipProps {\n  /** What the fact is — Owner, Industry, Amount. */\n  label: string\n  /** The fact. 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package/src/lib/components/crm-record-insights-zone.d.ts

@@ -0,0 +1,50 @@
+import type { ConsoleProposedTask } from '@aglyn/aglyn/plugin-manager/record-zone-props';
+import type { DealStageApi, DealStageRef } from '../hooks/use-deal-stage-api';
+import { type PipelineDoc } from '../model/deal-board-model';
+import type { CrmTaskFields } from '../model/task-routes';
+/** The record links a task proposed on a record's page is filed under. */
+export type CrmRecordTaskLink = Pick<Partial<CrmTaskFields>, 'contactId' | 'companyId' | 'dealId'>;
+export interface CrmRecordInsightsZoneProps {
+    /** The site the page is under, or `null` at the organization level; a lead's own site on a lead's page. */
+    hostId: string | null;
+    org?: Record<string, unknown> | null;
+    kind: 'contact' | 'company' | 'deal' | 'lead';
+    recordId: string;
+    /** The record's name as the page shows it. */
+    name: string;
+    /**
+     * The links a proposed next step is filed under. Absent for a lead, which a
+     * task cannot name, so the zone offers no task there.
+     */
+    taskLink?: CrmRecordTaskLink;
+    /** A deal's stage controls: its pipeline, the deal as the stage route names it, and the route. */
+    deal?: {
+        pipeline: PipelineDoc | null;
+        ref: DealStageRef;
+        stageId: string;
+        status: string;
+        api: DealStageApi;
+    };
+}
+/** The due time a proposed task opens the form with: the end of the working day, `days` from today. */
+export declare function crmProposedDueAtMs(dueInDays: number, nowMs?: number): number;
+/** A proposed next step as the task form's fields, linked to the record. */
+export declare function crmProposedTaskFields(task: ConsoleProposedTask, link: CrmRecordTaskLink, nowMs?: number): Partial<CrmTaskFields>;
+/**
+ * The `recordInsights` zone on a CRM record's page (AGL-2917), hosted through
+ * the renderer the console shell hands down, as the product editor hosts
+ * `seoFields`: outside the shell it renders nothing, and inside it every gate
+ * a console page's slot applies applies here.
+ *
+ * A widget proposes; this page writes. A proposed task opens the CRM's own
+ * task form with the proposal filled in, and the form's Save is the write,
+ * through `crm/task-save`. A proposed stage is confirmed first and then moved
+ * through `crm/deal-stage`, the one writer of a deal's stage, so the move
+ * emits the event every automation listens for. Only an open stage is
+ * accepted: winning or losing a deal is a decision the stage card takes.
+ */
+export declare function CrmRecordInsightsZone(props: CrmRecordInsightsZoneProps): import("react").JSX.Element;
+export declare namespace CrmRecordInsightsZone {
+    var displayName: string;
+}
+export default CrmRecordInsightsZone;