@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/crm-send-email-dialog.js.map

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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-send-email-dialog.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  type AglynOrgBilling,\n  CRM_EMAIL_BODY_MAX,\n  CRM_EMAIL_SUBJECT_MAX,\n  normalizeContactEmail,\n  consentGroupForHost,\n  CRM_COLLECTIONS,\n  createResourceUid,\n  type CrmEmailTemplateRow,\n  type CrmMergeContext,\n  type CrmMergeFieldGroup,\n  crmMergeUnresolvedMessage,\n  hasCrmMergeFields,\n  resolveCrmMergeFields,\n} from '@aglyn/aglyn'\nimport { useConsoleWidgetSlot } from '@aglyn/aglyn/app-utils/console-widget-slot-context'\nimport type { ConsoleRecordEmailDraft } from '@aglyn/aglyn/plugin-manager/record-zone-props'\nimport { useSendingApi } from '@aglyn/tenant-feature-instance/hooks/use-sending-identity-api'\nimport { AppLink, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useOrgDataScope,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  InputAdornment,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { collection, doc, getDoc, setDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useRef, useState } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { CrmRecordBookingZone } from './crm-booking-zone'\nimport { insertLinkAtCaret } from './insert-link-at-caret'\nimport {\n  CAPTURE_ADDRESS_HELPER,\n  CopyCaptureAddressButton,\n} from './copy-capture-address-button'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { useCrmApi } from './use-crm-api'\nimport { useCrmInboundAddress } from './use-crm-inbound-address'\nimport { useEmailsHubPath } from './use-emails-hub-path'\nimport {\n  useCrmEmailTemplates,\n  useCrmEmailTemplateScope,\n} from '../hooks/use-crm-email-templates'\nimport {\n  CrmInsertMenu,\n  CrmSaveAsTemplateDialog,\n  CrmTemplatePicker,\n} from './crm-email-template-tools'\n\n/**\n * The documents a merge-field preview reads (AGL-2658), fetched once per\n * open and only once the draft names a field: a letter with no fields\n * costs no reads. `site` is the sending site's name; `loaded` says the\n * fetch has answered, so the helper text can tell \"no value\" from \"not\n * yet read\".\n */\ninterface MergeRecords {\n  contact: Record<string, unknown> | null\n  deal: Record<string, unknown> | null\n  lead: Record<string, unknown> | null\n  site: string | null\n  loaded: boolean\n}\n\nconst NO_MERGE_RECORDS: MergeRecords = {\n  contact: null,\n  deal: null,\n  lead: null,\n  site: null,\n  loaded: false,\n}\n\n/**\n * What the sending-identity route said about this site, as the dialog\n * needs it: an address to print, or the reason there is none — or, at the\n * organization level, that no site has been picked to ask about.\n */\ntype IdentityState =\n  | { status: 'loading' }\n  | { status: 'site' }\n  | { status: 'ready'; from: string }\n  | { status: 'refused'; message: string; canManage: boolean }\n  | { status: 'error'; message: string }\n\nexport interface CrmSendEmailDialogProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the message leaves from — passed in, never assumed from the\n   * URL. At the organization level the record's own capturing site, or\n   * `null` for a record no site has captured (AGL-2634): the dialog then\n   * offers the org's sites to send from, defaulting to the reader's pick.\n   */\n  hostId: string | null\n  /** The org the shell passed; lets a deal's contact be read without a lookup. */\n  org?: Partial<AglynOrgBilling> | null\n  contactId?: string\n  leadId?: string\n  dealId?: string\n  /**\n   * The recipient as the record shows it. A deal's page holds no address,\n   * so a caller with only a `contactId` may leave this out and the dialog\n   * reads it off the contact when it opens.\n   */\n  email?: string | null\n  /** What the dialog says it is writing to, beside the address. */\n  name?: string | null\n  /** Told once the route has accepted the message. */\n  onSent?: (result: { activityId: string }) => void\n}\n\n/**\n * One email to one person, from their record (AGL-2615).\n *\n * ## What the reader sees, and what they cannot change\n *\n * To is the record's address and is read-only: the route resolves the\n * recipient off the record again, so an editable field here would be a\n * promise the server does not keep. From is the site's sending identity as\n * the sending-identity route reports it — the same answer the campaign\n * composer prints — and when that route refuses, the dialog says why and\n * points at **Emails › Sending** rather than offering a Send button that\n * 409s. Reply-to is the signed-in user's own address, because a reply to a\n * relationship email belongs in the inbox of the person who wrote it, not\n * the site's shared mailbox. Subject and Body are the whole of what a\n * person writes; the body is plain paragraphs, and the email design system\n * is deliberately not here — this is a letter, not a campaign.\n *\n * ## A refusal stays on screen\n *\n * The route's refusals — the daily cap, a suppressed address, a stated\n * refusal, the ceiling — are answers the rep should read, so they render\n * inside the dialog with the draft intact rather than as a toast over a\n * closed one. Only a send the provider accepted closes it.\n *\n * Mounted on open by its button, so the identity request and the contact\n * read happen when somebody asks and not on every record page paint.\n */\nexport function CrmSendEmailDialog(props: CrmSendEmailDialogProps) {\n  const { open, onClose, hostId, org, contactId, leadId, dealId, onSent } = props\n  const firestore = useFirestore()\n  const mount = useCrmOrgMount()\n  const { orgId } = useOrgDataScope({\n    hostId: hostId ?? undefined,\n    orgId: org?.$id ?? mount?.orgId,\n  })\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const sendingApi = useSendingApi()\n  /*\n   * The site the message LEAVES FROM: the record's own, or at the\n   * organization level — for a record no site captured — the site the\n   * reader picked (AGL-2634). The identity, the suppression list and the\n   * person's stated refusal are each that site's, which is why the org\n   * level cannot do without one.\n   */\n  const sendHostId = hostId ?? mount?.createHostId ?? null\n  const crmApi = useCrmApi(sendHostId)\n  const emailsHub = useEmailsHubPath(sendHostId)\n  // The capture address (AGL-2657), for the reply this send will get: the\n  // console logs what IT sends, so the address is shown to be forwarded\n  // to or copied from a mailbox, never put on this message.\n  const capture = useCrmInboundAddress(sendHostId, { enabled: open })\n  // The Sending section of the Emails console — the page that fixes a\n  // missing identity. `null` on a surface that cannot name the site's hub,\n  // so the refusal prints the section's name instead of a link to nowhere.\n  const sendingPath = emailsHub ? `${emailsHub}/sending` : null\n\n  const [identity, setIdentity] = useState<IdentityState>({ status: 'loading' })\n  const [recipient, setRecipient] = useState<string | null>(\n    normalizeContactEmail(props.email) ?? null,\n  )\n  const [subject, setSubject] = useState('')\n  const [body, setBody] = useState('')\n  const [sending, setSending] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n\n  /*\n   * TEMPLATES, SNIPPETS AND MERGE FIELDS (AGL-2658). The listener is the\n   * dialog's own scope — the mounted site's tokens, or none at the org\n   * level — and what a saved template is stamped with follows the same\n   * rule. The message field's element is held so a snippet lands at the\n   * caret rather than at the end.\n   */\n  const { confirm } = useConfirmationContext()\n  const templateScope = useCrmEmailTemplateScope({ hostId, org })\n  const { templates } = useCrmEmailTemplates({\n    scope: templateScope.scope,\n    visibleTo: templateScope.visibleTo,\n    uid: user?.uid,\n  })\n  const pickable = useMemo(() => templates.filter((row) => row.kind === 'template'), [templates])\n  const snippets = useMemo(() => templates.filter((row) => row.kind === 'snippet'), [templates])\n  const [appliedTemplate, setAppliedTemplate] = useState<CrmEmailTemplateRow | null>(null)\n  const [saveOpen, setSaveOpen] = useState(false)\n  const [records, setRecords] = useState<MergeRecords>(NO_MERGE_RECORDS)\n  const messageRef = useRef<HTMLTextAreaElement | null>(null)\n  const draftHasFields = hasCrmMergeFields(`${subject}\\n${body}`)\n  // The groups the Insert menu offers: what the record can answer.\n  const fieldGroups = useMemo<CrmMergeFieldGroup[]>(\n    () => [\n      ...(contactId || dealId ? (['Contact'] as const) : []),\n      ...(leadId && !contactId ? (['Lead'] as const) : []),\n      ...(dealId ? (['Deal'] as const) : []),\n      'You',\n      'Site',\n    ],\n    [contactId, dealId, leadId],\n  )\n\n  /*\n   * The identity, asked for on open. The route is the send path's own\n   * resolver, so what it prints here is what the message will leave as; a\n   * dialog that derived \"verified\" from the domain list would be a second\n   * opinion that drifts from the send.\n   */\n  useEffect(() => {\n    if (!open) return\n    let cancelled = false\n    setError(null)\n    // The draft survives a change of sending site — the site is not the\n    // letter — and is cleared only when the dialog opens.\n    if (!sendHostId) {\n      setIdentity({ status: 'site' })\n      return undefined\n    }\n    setIdentity({ status: 'loading' })\n    void (async () => {\n      const { response, payload } = await sendingApi({\n        path: 'sending-identity',\n        method: 'GET',\n        query: { hostId: sendHostId },\n      })\n      if (cancelled) return\n      if (!response.ok) {\n        setIdentity({\n          status: 'error',\n          message: String(payload['error'] ?? 'The sending identity could not be read.'),\n        })\n        return\n      }\n      const refusal = payload['refusal'] as { message?: string } | null\n      if (refusal) {\n        setIdentity({\n          status: 'refused',\n          message: String(refusal.message ?? 'This site has no verified sending identity.'),\n          canManage: payload['canManage'] === true,\n        })\n        return\n      }\n      const senders = Array.isArray(payload['senders'])\n        ? (payload['senders'] as { isDefault?: boolean; from?: string | null }[])\n        : []\n      const from =\n        senders.find((sender) => sender.isDefault && sender.from)?.from ??\n        senders.find((sender) => sender.from)?.from ??\n        null\n      setIdentity(\n        from\n          ? { status: 'ready', from }\n          : {\n              status: 'error',\n              message: String(payload['identity'] ?? 'No sending address is in effect.'),\n            },\n      )\n    })()\n    return () => {\n      cancelled = true\n    }\n  }, [open, sendHostId, sendingApi])\n  useEffect(() => {\n    if (!open) return\n    setSubject('')\n    setBody('')\n    setAppliedTemplate(null)\n    setSaveOpen(false)\n    setRecords(NO_MERGE_RECORDS)\n  }, [open])\n\n  /*\n   * The documents a preview reads, fetched the first time the draft names\n   * a merge field and kept for the rest of the open: the contact, the\n   * deal, the lead, and the sending site's name — off the org mount when\n   * it knows the site, off the host document otherwise. The route reads\n   * the same documents again for the send; these are what the rep sees.\n   */\n  useEffect(() => {\n    if (!open || !draftHasFields || records.loaded) return\n    let cancelled = false\n    const read = async (path: string[] | null): Promise<Record<string, unknown> | null> => {\n      if (!path) return null\n      const snapshot = await getDoc(doc(firestore, path[0], ...path.slice(1)))\n      return snapshot.exists() ? ((snapshot.data() ?? null) as Record<string, unknown> | null) : null\n    }\n    const mountedSite = sendHostId\n      ? (mount?.hosts ?? []).find((host) => host.id === sendHostId)\n      : undefined\n    void Promise.all([\n      read(contactId && orgId ? ['orgs', orgId, 'contacts', contactId] : null),\n      read(dealId && orgId ? ['orgs', orgId, CRM_COLLECTIONS.deals, dealId] : null),\n      read(leadId && sendHostId ? ['hosts', sendHostId, 'leads', leadId] : null),\n      mountedSite || !sendHostId ? null : read(['hosts', sendHostId]),\n    ])\n      .then(([contact, deal, lead, host]) => {\n        if (cancelled) return\n        // A deal's contact, when the page named only the deal.\n        const dealContactId = String(deal?.['contactId'] ?? '').trim()\n        const withContact =\n          !contact && dealContactId && orgId\n            ? read(['orgs', orgId, 'contacts', dealContactId])\n            : Promise.resolve(contact)\n        return withContact.then((resolvedContact) => {\n          if (cancelled) return\n          setRecords({\n            contact: resolvedContact,\n            deal,\n            lead,\n            site: mountedSite?.name ?? (host ? String(host['displayName'] ?? '') : null),\n            loaded: true,\n          })\n        })\n      })\n      .catch((cause) => {\n        console.error(cause)\n        if (!cancelled) setRecords({ ...NO_MERGE_RECORDS, loaded: true })\n      })\n    return () => {\n      cancelled = true\n    }\n  }, [\n    open,\n    draftHasFields,\n    records.loaded,\n    firestore,\n    orgId,\n    contactId,\n    dealId,\n    leadId,\n    sendHostId,\n    mount?.hosts,\n  ])\n\n  const mergeContext = useMemo<CrmMergeContext>(\n    () => ({\n      contact: records.contact,\n      contactGroupId: sendHostId ? consentGroupForHost(org ?? null, sendHostId).groupId : null,\n      deal: records.deal,\n      lead: records.lead,\n      sender: { name: user?.displayName ?? '', email: user?.email ?? '' },\n      site: { name: records.site ?? '' },\n    }),\n    [records, sendHostId, org, user?.displayName, user?.email],\n  )\n  const preview = useMemo(\n    () =>\n      draftHasFields && records.loaded\n        ? {\n            subject: resolveCrmMergeFields(subject, mergeContext),\n            body: resolveCrmMergeFields(body, mergeContext),\n          }\n        : null,\n    [draftHasFields, records.loaded, subject, body, mergeContext],\n  )\n  const unresolved = useMemo(\n    () =>\n      preview\n        ? [...new Set([...preview.subject.unresolved, ...preview.body.unresolved])]\n        : [],\n    [preview],\n  )\n\n  /** A template into both fields — asking first when a message is already written. */\n  const applyTemplate = useCallback(\n    async (template: CrmEmailTemplateRow | null) => {\n      if (!template) {\n        setAppliedTemplate(null)\n        return\n      }\n      const written = body.trim().length > 0 && body !== appliedTemplate?.body\n      if (written) {\n        const accepted = await confirm({\n          title: 'Replace the message?',\n          description: `\"${template.name}\" replaces what you have written in the subject and the message.`,\n          confirmationText: 'Replace',\n        })\n          .then(() => true)\n          .catch(() => false)\n        if (!accepted) return\n      }\n      if (template.subject) setSubject(template.subject)\n      setBody(template.body)\n      setAppliedTemplate(template)\n    },\n    [body, appliedTemplate, confirm],\n  )\n\n  /*\n   * The `recordEmail` zone (AGL-2917), hosted through the shell's renderer: a\n   * widget there proposes a subject and a message, which land in the fields\n   * above like a template does, asking first when a message is already\n   * written. Send is still the only write, and the zone reads the record the\n   * message is written from: the deal over its contact, a lead on its own site,\n   * and at the organization level a contact or a deal the org reads.\n   */\n  const EmailDraftSlot = useConsoleWidgetSlot()\n  const proposeDraft = useCallback(\n    async (draft: ConsoleRecordEmailDraft) => {\n      const next = { subject: draft.subject.slice(0, CRM_EMAIL_SUBJECT_MAX), body: draft.body.slice(0, CRM_EMAIL_BODY_MAX) }\n      if (body.trim() && body !== next.body) {\n        const accepted = await confirm({\n          title: 'Replace the message?',\n          description: 'The draft replaces what you have written in the subject and the message.',\n          confirmationText: 'Replace',\n        })\n          .then(() => true)\n          .catch(() => false)\n        if (!accepted) return\n      }\n      setSubject(next.subject)\n      setBody(next.body)\n      setAppliedTemplate(null)\n    },\n    [body, confirm],\n  )\n  const draftRecord = dealId\n    ? { kind: 'deal', id: dealId }\n    : leadId\n      ? { kind: 'lead', id: leadId }\n      : contactId\n        ? { kind: 'contact', id: contactId }\n        : null\n\n  /** A snippet or a field where the caret is, the caret moved past it. */\n  const insertAtCaret = useCallback(\n    (text: string) => {\n      const element = messageRef.current\n      const start = element?.selectionStart ?? body.length\n      const end = element?.selectionEnd ?? body.length\n      const next = `${body.slice(0, start)}${text}${body.slice(end)}`.slice(0, CRM_EMAIL_BODY_MAX)\n      setBody(next)\n      const caret = Math.min(start + text.length, next.length)\n      window.setTimeout(() => {\n        element?.focus()\n        element?.setSelectionRange(caret, caret)\n      }, 0)\n    },\n    [body],\n  )\n\n  /**\n   * The draft kept as a template, stamped as this surface's scope stamps\n   * every CRM record — the site's tokens under a site, the org token from\n   * the organization's hub — and, when personal, owned by the writer.\n   */\n  const saveAsTemplate = useCallback(\n    async (draft: { name: string; visibility: 'shared' | 'personal' }) => {\n      const scope = templateScope.scope\n      const uid = user?.uid\n      if (!scope || !uid || templateScope.createTokens.length === 0) {\n        throw new Error('a template needs an organization and a signed-in writer')\n      }\n      const now = Date.now()\n      await setDoc(\n        doc(collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.emailTemplates), createResourceUid()),\n        {\n          name: draft.name,\n          subject: subject.trim(),\n          body: body.trim(),\n          kind: 'template',\n          visibility: draft.visibility,\n          ...(draft.visibility === 'personal' ? { ownerUid: uid } : {}),\n          createdByUid: uid,\n          createdAtMs: now,\n          updatedAtMs: now,\n          hostId: templateScope.createHostId,\n          visibleTo: [...templateScope.createTokens],\n          createdAt: new Date(now),\n          updatedAt: new Date(now),\n        },\n      )\n      enqueueSnackbar(`Template \"${draft.name}\" saved`, { variant: 'success', persist: false })\n      setSaveOpen(false)\n    },\n    [templateScope, user?.uid, firestore, subject, body, enqueueSnackbar],\n  )\n\n  /*\n   * The address, when the caller had none: one read of the contact, on\n   * open. The route reads it again for itself; this one is what the To\n   * field prints, and a field that printed nothing until the send answered\n   * would ask the rep to write to somebody unnamed.\n   */\n  useEffect(() => {\n    if (!open) return\n    const given = normalizeContactEmail(props.email)\n    if (given) {\n      setRecipient(given)\n      return\n    }\n    if (!contactId || !orgId) return\n    let cancelled = false\n    void getDoc(doc(firestore, 'orgs', orgId, 'contacts', contactId))\n      .then((snapshot) => {\n        if (cancelled) return\n        setRecipient(normalizeContactEmail(snapshot.get('email')) ?? null)\n      })\n      .catch((cause) => {\n        console.error(cause)\n        if (!cancelled) setRecipient(null)\n      })\n    return () => {\n      cancelled = true\n    }\n  }, [open, props.email, contactId, orgId, firestore])\n\n  const replyTo = normalizeContactEmail(user?.email) ?? ''\n  const canSend =\n    identity.status === 'ready' &&\n    Boolean(recipient) &&\n    subject.trim().length > 0 &&\n    body.trim().length > 0 &&\n    !sending\n\n  const handleSend = useCallback(async () => {\n    if (!canSend) return\n    setSending(true)\n    setError(null)\n    try {\n      const { response, payload } = await crmApi('email-send', {\n        ...(contactId ? { contactId } : {}),\n        ...(leadId ? { leadId } : {}),\n        ...(dealId ? { dealId } : {}),\n        subject: subject.trim(),\n        body: body.trim(),\n      })\n      if (!response.ok) {\n        setError(String(payload['error'] ?? 'The email could not be sent.'))\n        return\n      }\n      enqueueSnackbar('Email sent', { variant: 'success', persist: false })\n      onSent?.({ activityId: String(payload['activityId'] ?? '') })\n      onClose()\n    } catch (cause) {\n      console.error(cause)\n      setError('The email could not be sent.')\n    } finally {\n      setSending(false)\n    }\n  }, [canSend, crmApi, contactId, leadId, dealId, subject, body, enqueueSnackbar, onSent, onClose])\n\n  const toLabel = props.name && recipient ? `${props.name} <${recipient}>` : (recipient ?? '')\n\n  /*\n   * The booking door (AGL-2660): a link to one of the sending site's\n   * services, dropped where the caret is. The link carries the most\n   * specific record this message is about — the deal over its contact, so\n   * the booking lands on the deal's timeline as the email does.\n   */\n  const bookingRef = dealId\n    ? { kind: 'deal' as const, id: dealId }\n    : leadId\n      ? { kind: 'lead' as const, id: leadId }\n      : contactId\n        ? { kind: 'contact' as const, id: contactId }\n        : null\n  const handleInsertLink = useCallback((link: string) => {\n    const input = messageRef.current\n    const current = input?.value ?? ''\n    const start = input?.selectionStart ?? current.length\n    const end = input?.selectionEnd ?? start\n    const next = insertLinkAtCaret(current, link, start, end)\n    setBody(next.text)\n    // Once the new value has painted, typing continues after the link.\n    window.setTimeout(() => {\n      input?.focus()\n      input?.setSelectionRange(next.caret, next.caret)\n    }, 0)\n  }, [])\n\n  return (\n    <Dialog open={open} onClose={sending ? undefined : onClose} maxWidth=\"sm\" fullWidth>\n      <DialogTitle>{'Send email'}</DialogTitle>\n      <DialogContent sx={{ display: 'flex', flexDirection: 'column', gap: 2 }}>\n        {!hostId ? (\n          <CrmSitePicker\n            hostId={hostId}\n            label=\"Send from\"\n            helperText=\"The site whose sending address the email leaves on.\"\n            disabled={sending}\n          />\n        ) : null}\n        {identity.status === 'site' ? (\n          <Alert severity=\"info\" sx={{ mt: 1 }}>\n            {'Pick the site the email leaves from.'}\n          </Alert>\n        ) : identity.status === 'refused' ? (\n          <Alert severity=\"warning\" sx={{ mt: 1 }}>\n            <Typography variant=\"body2\">{identity.message}</Typography>\n            {sendingPath ? (\n              <Typography variant=\"body2\" sx={{ mt: 0.5 }}>\n                <AppLink href={sendingPath}>\n                  {identity.canManage ? 'Set up sending' : 'See sending'}\n                </AppLink>\n              </Typography>\n            ) : (\n              <Typography variant=\"body2\" sx={{ mt: 0.5 }}>\n                {'An admin sets this up under Emails › Sending.'}\n              </Typography>\n            )}\n          </Alert>\n        ) : identity.status === 'error' ? (\n          <Alert severity=\"error\" sx={{ mt: 1 }}>\n            {identity.message}\n          </Alert>\n        ) : null}\n        {open && !recipient && (identity.status === 'ready' || identity.status === 'loading') ? (\n          <Alert severity=\"warning\" sx={{ mt: 1 }}>\n            {'This record has no email address.'}\n          </Alert>\n        ) : null}\n        <TextField\n          size=\"small\"\n          label=\"To\"\n          value={toLabel}\n          slotProps={{ input: { readOnly: true }, inputLabel: { shrink: true } }}\n          sx={{ mt: identity.status === 'ready' || identity.status === 'loading' ? 1 : 0 }}\n        />\n        <TextField\n          size=\"small\"\n          label=\"From\"\n          value={\n            identity.status === 'ready'\n              ? identity.from\n              : identity.status === 'loading'\n                ? 'Resolving the site’s sending address…'\n                : identity.status === 'site'\n                  ? 'Pick a site to send from'\n                  : ''\n          }\n          slotProps={{ input: { readOnly: true }, inputLabel: { shrink: true } }}\n        />\n        <TextField\n          size=\"small\"\n          label=\"Reply-to\"\n          value={replyTo}\n          helperText=\"Replies come to you, not to the site's mailbox.\"\n          slotProps={{ input: { readOnly: true }, inputLabel: { shrink: true } }}\n        />\n        {capture.status === 'ready' ? (\n          <TextField\n            size=\"small\"\n            label=\"Log replies\"\n            value={capture.address}\n            helperText={CAPTURE_ADDRESS_HELPER}\n            slotProps={{\n              input: {\n                readOnly: true,\n                endAdornment: (\n                  <InputAdornment position=\"end\">\n                    <CopyCaptureAddressButton address={capture.address} />\n                  </InputAdornment>\n                ),\n              },\n              inputLabel: { shrink: true },\n            }}\n          />\n        ) : null}\n        {pickable.length ? 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package/src/lib/components/crm-site-picker.d.ts

@@ -0,0 +1,61 @@
+export interface CrmSitePickerProps {
+    /**
+     * The site the surface is mounted under. Under a site the picker renders
+     * NOTHING — the site is known — so a drawer mounts this unconditionally
+     * and only the organization-level reader ever sees a field.
+     */
+    hostId: string | null;
+    /** The field's label; "Site" unless the form has a reason to say more. */
+    label?: string;
+    /** What the pick decides, said under the field. */
+    helperText?: string;
+    disabled?: boolean;
+    /**
+     * A choice that is no site at all — the organization itself (AGL-2637).
+     * Offered under the sites when given, and then the field renders even
+     * for an org with one site, because there is a choice to make. `picked`
+     * says the form holds that choice; picking a site clears it. Only a task
+     * offers this: every other CRM record is a fact about a person some site
+     * met, and is captured BY that site.
+     */
+    noSite?: {
+        label: string;
+        /** What the choice decides, said under the field while it is picked. */
+        helperText?: string;
+        picked: boolean;
+        onPick: (picked: boolean) => void;
+    };
+}
+/**
+ * THE SITE A CREATE IS CAPTURED BY, at the organization level (AGL-2630).
+ *
+ * Every CRM record names the site that created it: its `hostId`, the
+ * `visibleTo` that decides who may read it, and — for a contact — the
+ * consent group whose facet holds the profile and whose name the consent
+ * checkbox records a basis for. Under a site all three follow from the
+ * URL. At `/[orgSlug]/crm` nothing does, so every create and import drawer
+ * mounted there asks, with this field, and holds its submit until it is
+ * answered. The REST API asks the same question as `consentSiteId`; this is
+ * that parameter with a list attached.
+ *
+ * The pick is REMEMBERED for the session (`useCrmOrgMount`), so a reader
+ * filing ten records for one brand picks once; an org with exactly one
+ * site never sees the field, because there is nothing to choose. Nothing
+ * else is picked silently — a wrong guess files a person under a brand
+ * that never met them, which is exactly the disclosure the per-site model
+ * exists to prevent.
+ *
+ * Rendered as a required select rather than an autocomplete: an org has at
+ * most thirty sites in a consent group and rarely more than a handful at
+ * all, and a required field with a fixed list should look like one.
+ *
+ * With a {@link CrmSitePickerProps.noSite} choice the field is a question
+ * even for an org with one site — the site, or the organization — and the
+ * no-site pick is the FORM's, not the session's: the remembered site stays
+ * what the next contact or deal defaults to.
+ */
+export declare function CrmSitePicker(props: CrmSitePickerProps): import("react").JSX.Element;
+export declare namespace CrmSitePicker {
+    var displayName: string;
+}
+export default CrmSitePicker;

package/src/lib/components/crm-site-picker.js

@@ -0,0 +1,99 @@
+/**
+ * @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 { MenuItem, TextField } from "@mui/material";
+import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
+/**
+ * The select's value for the no-site choice. Never a site's id, which is a
+ * Firestore document id and cannot begin with an underscore-and-word the
+ * console minted itself.
+ */ const NO_SITE_VALUE = '__organization';
+/**
+ * THE SITE A CREATE IS CAPTURED BY, at the organization level (AGL-2630).
+ *
+ * Every CRM record names the site that created it: its `hostId`, the
+ * `visibleTo` that decides who may read it, and — for a contact — the
+ * consent group whose facet holds the profile and whose name the consent
+ * checkbox records a basis for. Under a site all three follow from the
+ * URL. At `/[orgSlug]/crm` nothing does, so every create and import drawer
+ * mounted there asks, with this field, and holds its submit until it is
+ * answered. The REST API asks the same question as `consentSiteId`; this is
+ * that parameter with a list attached.
+ *
+ * The pick is REMEMBERED for the session (`useCrmOrgMount`), so a reader
+ * filing ten records for one brand picks once; an org with exactly one
+ * site never sees the field, because there is nothing to choose. Nothing
+ * else is picked silently — a wrong guess files a person under a brand
+ * that never met them, which is exactly the disclosure the per-site model
+ * exists to prevent.
+ *
+ * Rendered as a required select rather than an autocomplete: an org has at
+ * most thirty sites in a consent group and rarely more than a handful at
+ * all, and a required field with a fixed list should look like one.
+ *
+ * With a {@link CrmSitePickerProps.noSite} choice the field is a question
+ * even for an org with one site — the site, or the organization — and the
+ * no-site pick is the FORM's, not the session's: the remembered site stays
+ * what the next contact or deal defaults to.
+ */ export function CrmSitePicker(props) {
+    var _mount_createHostId, _noSite_helperText;
+    const { hostId, label = 'Site', helperText, disabled, noSite } = props;
+    const mount = useCrmOrgMount();
+    // Under a site, or with one site and nothing else to choose, there is no
+    // question.
+    if (hostId || !mount || !noSite && mount.hostsReady && mount.hosts.length === 1) {
+        return null;
+    }
+    const picked = (noSite == null ? void 0 : noSite.picked) ? NO_SITE_VALUE : (_mount_createHostId = mount.createHostId) != null ? _mount_createHostId : '';
+    return /*#__PURE__*/ _jsxs(TextField, {
+        select: true,
+        required: true,
+        size: "small",
+        label: label,
+        value: picked,
+        onChange: (event)=>{
+            const next = String(event.target.value);
+            if (next === NO_SITE_VALUE) {
+                noSite == null ? void 0 : noSite.onPick(true);
+                return;
+            }
+            noSite == null ? void 0 : noSite.onPick(false);
+            mount.setCreateHostId(next);
+        },
+        disabled: disabled || !mount.hostsReady,
+        helperText: !mount.hostsReady ? 'Loading your sites…' : (noSite == null ? void 0 : noSite.picked) ? (_noSite_helperText = noSite.helperText) != null ? _noSite_helperText : helperText : mount.hosts.length === 0 && !noSite ? 'This organization has no sites yet, so nothing can be filed.' : helperText != null ? helperText : 'The site this record belongs to — it decides which of your ' + 'sites may see it.',
+        slotProps: {
+            inputLabel: {
+                shrink: true
+            }
+        },
+        children: [
+            mount.hosts.map((host)=>/*#__PURE__*/ _jsx(MenuItem, {
+                    value: host.id,
+                    children: host.name
+                }, host.id)),
+            noSite ? /*#__PURE__*/ _jsx(MenuItem, {
+                value: NO_SITE_VALUE,
+                children: noSite.label
+            }) : null
+        ]
+    });
+}
+CrmSitePicker.displayName = 'CrmSitePicker';
+export default CrmSitePicker;
+
+//# sourceMappingURL=crm-site-picker.js.map

package/src/lib/components/crm-site-picker.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-site-picker.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 { MenuItem, TextField } from '@mui/material'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\n\nexport interface CrmSitePickerProps {\n  /**\n   * The site the surface is mounted under. Under a site the picker renders\n   * NOTHING — the site is known — so a drawer mounts this unconditionally\n   * and only the organization-level reader ever sees a field.\n   */\n  hostId: string | null\n  /** The field's label; \"Site\" unless the form has a reason to say more. */\n  label?: string\n  /** What the pick decides, said under the field. */\n  helperText?: string\n  disabled?: boolean\n  /**\n   * A choice that is no site at all — the organization itself (AGL-2637).\n   * Offered under the sites when given, and then the field renders even\n   * for an org with one site, because there is a choice to make. `picked`\n   * says the form holds that choice; picking a site clears it. Only a task\n   * offers this: every other CRM record is a fact about a person some site\n   * met, and is captured BY that site.\n   */\n  noSite?: {\n    label: string\n    /** What the choice decides, said under the field while it is picked. */\n    helperText?: string\n    picked: boolean\n    onPick: (picked: boolean) => void\n  }\n}\n\n/**\n * The select's value for the no-site choice. Never a site's id, which is a\n * Firestore document id and cannot begin with an underscore-and-word the\n * console minted itself.\n */\nconst NO_SITE_VALUE = '__organization'\n\n/**\n * THE SITE A CREATE IS CAPTURED BY, at the organization level (AGL-2630).\n *\n * Every CRM record names the site that created it: its `hostId`, the\n * `visibleTo` that decides who may read it, and — for a contact — the\n * consent group whose facet holds the profile and whose name the consent\n * checkbox records a basis for. Under a site all three follow from the\n * URL. At `/[orgSlug]/crm` nothing does, so every create and import drawer\n * mounted there asks, with this field, and holds its submit until it is\n * answered. The REST API asks the same question as `consentSiteId`; this is\n * that parameter with a list attached.\n *\n * The pick is REMEMBERED for the session (`useCrmOrgMount`), so a reader\n * filing ten records for one brand picks once; an org with exactly one\n * site never sees the field, because there is nothing to choose. Nothing\n * else is picked silently — a wrong guess files a person under a brand\n * that never met them, which is exactly the disclosure the per-site model\n * exists to prevent.\n *\n * Rendered as a required select rather than an autocomplete: an org has at\n * most thirty sites in a consent group and rarely more than a handful at\n * all, and a required field with a fixed list should look like one.\n *\n * With a {@link CrmSitePickerProps.noSite} choice the field is a question\n * even for an org with one site — the site, or the organization — and the\n * no-site pick is the FORM's, not the session's: the remembered site stays\n * what the next contact or deal defaults to.\n */\nexport function CrmSitePicker(props: CrmSitePickerProps) {\n  const { hostId, label = 'Site', helperText, disabled, noSite } = props\n  const mount = useCrmOrgMount()\n  // Under a site, or with one site and nothing else to choose, there is no\n  // question.\n  if (\n    hostId ||\n    !mount ||\n    (!noSite && mount.hostsReady && mount.hosts.length === 1)\n  ) {\n    return null\n  }\n  const picked = noSite?.picked ? NO_SITE_VALUE : (mount.createHostId ?? '')\n  return (\n    <TextField\n      select\n      required\n      size=\"small\"\n      label={label}\n      value={picked}\n      onChange={(event) => {\n        const next = String(event.target.value)\n        if (next === NO_SITE_VALUE) {\n          noSite?.onPick(true)\n          return\n        }\n        noSite?.onPick(false)\n        mount.setCreateHostId(next)\n      }}\n      disabled={disabled || !mount.hostsReady}\n      helperText={\n        !mount.hostsReady\n          ? 'Loading your sites…'\n          : noSite?.picked\n            ? (noSite.helperText ?? helperText)\n            : mount.hosts.length === 0 && !noSite\n              ? 'This organization has no sites yet, so nothing can be filed.'\n              : (helperText ??\n                'The site this record belongs to — it decides which of your ' +\n                  'sites may see it.')\n      }\n      slotProps={{ inputLabel: { shrink: true } }}\n    >\n      {mount.hosts.map((host) => (\n        <MenuItem key={host.id} value={host.id}>\n          {host.name}\n        </MenuItem>\n      ))}\n      {noSite ? <MenuItem value={NO_SITE_VALUE}>{noSite.label}</MenuItem> : null}\n    </TextField>\n  )\n}\nCrmSitePicker.displayName = 'CrmSitePicker'\n\nexport default CrmSitePicker\n"],"names":["MenuItem","TextField","useCrmOrgMount","NO_SITE_VALUE","CrmSitePicker","props","mount","noSite","hostId","label","helperText","disabled","hostsReady","hosts","length","picked","createHostId","select","required","size","value","onChange","event","next","String","target","onPick","setCreateHostId","slotProps","inputLabel","shrink","map","host","id","name","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,QAAQ,EAAEC,SAAS,QAAQ,gBAAe;AACnD,SAASC,cAAc,QAAQ,gCAA4B;AA+B3D;;;;CAIC,GACD,MAAMC,gBAAgB;AAEtB;;;;;;;;;;;;;;;;;;;;;;;;;;;CA2BC,GACD,OAAO,SAASC,cAAcC,KAAyB;QAYJC,qBAsBpCC;IAjCb,MAAM,EAAEC,MAAM,EAAEC,QAAQ,MAAM,EAAEC,UAAU,EAAEC,QAAQ,EAAEJ,MAAM,EAAE,GAAGF;IACjE,MAAMC,QAAQJ;IACd,yEAAyE;IACzE,YAAY;IACZ,IACEM,UACA,CAACF,SACA,CAACC,UAAUD,MAAMM,UAAU,IAAIN,MAAMO,KAAK,CAACC,MAAM,KAAK,GACvD;QACA,OAAO;IACT;IACA,MAAMC,SAASR,CAAAA,0BAAAA,OAAQQ,MAAM,IAAGZ,iBAAiBG,sBAAAA,MAAMU,YAAY,YAAlBV,sBAAsB;IACvE,qBACE,MAACL;QACCgB,MAAM;QACNC,QAAQ;QACRC,MAAK;QACLV,OAAOA;QACPW,OAAOL;QACPM,UAAU,CAACC;YACT,MAAMC,OAAOC,OAAOF,MAAMG,MAAM,CAACL,KAAK;YACtC,IAAIG,SAASpB,eAAe;gBAC1BI,0BAAAA,OAAQmB,MAAM,CAAC;gBACf;YACF;YACAnB,0BAAAA,OAAQmB,MAAM,CAAC;YACfpB,MAAMqB,eAAe,CAACJ;QACxB;QACAZ,UAAUA,YAAY,CAACL,MAAMM,UAAU;QACvCF,YACE,CAACJ,MAAMM,UAAU,GACb,wBACAL,CAAAA,0BAAAA,OAAQQ,MAAM,KACXR,qBAAAA,OAAOG,UAAU,YAAjBH,qBAAqBG,aACtBJ,MAAMO,KAAK,CAACC,MAAM,KAAK,KAAK,CAACP,SAC3B,iEACCG,qBAAAA,aACD,gEACE;QAEZkB,WAAW;YAAEC,YAAY;gBAAEC,QAAQ;YAAK;QAAE;;YAEzCxB,MAAMO,KAAK,CAACkB,GAAG,CAAC,CAACC,qBAChB,KAAChC;oBAAuBoB,OAAOY,KAAKC,EAAE;8BACnCD,KAAKE,IAAI;mBADGF,KAAKC,EAAE;YAIvB1B,uBAAS,KAACP;gBAASoB,OAAOjB;0BAAgBI,OAAOE,KAAK;iBAAe;;;AAG5E;AACAL,cAAc+B,WAAW,GAAG;AAE5B,eAAe/B,cAAa"}

package/src/lib/components/crm-suite-lock.d.ts

@@ -0,0 +1,29 @@
+import { type ButtonProps } from '@mui/material';
+import type { ReactNode } from 'react';
+/** Whether the org's plan carries the CRM suite. */
+export declare function crmSuiteIncluded(org: unknown): boolean;
+/** What a locked control says about itself, on hover and to assistive tech. */
+export declare function crmSuiteLockedReason(): string;
+/**
+ * The notice a surface with locked controls carries: what is locked, the
+ * plan that includes it, and the way to the plans — the alert and the link
+ * the shell ends a locked section with.
+ */
+export declare function CrmSuiteNotice(props: {
+    children: ReactNode;
+}): import("react").JSX.Element;
+export declare namespace CrmSuiteNotice {
+    var displayName: string;
+}
+export type CrmSuiteLockedButtonProps = Omit<ButtonProps, 'disabled' | 'onClick' | 'startIcon' | 'href'>;
+/**
+ * A control the plan has locked: standing where the working one stands,
+ * with the rail's lock, disabled, and its reason as the description.
+ *
+ * The span carries the tooltip because a disabled button fires no pointer
+ * events, so a tooltip on the button itself would never open.
+ */
+export declare function CrmSuiteLockedButton(props: CrmSuiteLockedButtonProps): import("react").JSX.Element;
+export declare namespace CrmSuiteLockedButton {
+    var displayName: string;
+}

package/src/lib/components/crm-suite-lock.js

@@ -0,0 +1,114 @@
+/**
+ * @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 { _ as _object_without_properties_loose } from "@swc/helpers/_/_object_without_properties_loose";
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { buildRoute, checkEntitlement, planLabelGrantingFeature, Route } from "@aglyn/aglyn";
+import { mdiLockOutline } from "@aglyn/shared-data-mdi";
+import { AppLink, MdiIcon } from "@aglyn/shared-ui-jsx";
+import { Alert, Button, Tooltip } from "@mui/material";
+import { useParams } from "next/navigation";
+/**
+ * THE CRM'S LOCK AND NOTICE, AS A SURFACE'S OWN CONTROLS DRAW THEM (AGL-2788).
+ *
+ * The CRM is included from Starter (AGL-2851), and the shell refuses all of
+ * it on a plan without `features.crm`: every section is drawn locked beside
+ * the upgrade notice, and no CRM page mounts. These are a page's second
+ * answer, not its first. When a CRM surface renders for an org whose plan
+ * lacks the CRM, its acts — adding a person by hand, importing a file, a
+ * saved view, an owner, a stage, a company, a task, a logged call, an email,
+ * a merge — are drawn in the shell's own terms: the lock the rail draws, on a
+ * control that stays where it is and cannot be pressed, and the notice and
+ * link the shell ends a locked section with.
+ *
+ * ## Not hidden, and not pressable
+ *
+ * A control that vanished would hide the CRM from the plan being asked to buy
+ * it, and one that opened and then failed would spend the reader's work on a
+ * refusal. The routes behind these acts refuse the same plans either way
+ * (`server/suite-gate.ts`).
+ *
+ * ## An answer, not a loading state
+ *
+ * The plan is read from the org document the shell hands a plugin page, and
+ * the shell mounts the page only once that document has settled — so a lock
+ * drawn here is a fact about the plan, never one paint of an org still in
+ * flight read as Free (AGL-1380).
+ */ /** The entitlement the suite is sold under. */ const CRM_SUITE_FEATURE = 'crm';
+/** Whether the org's plan carries the CRM suite. */ export function crmSuiteIncluded(org) {
+    return checkEntitlement(org, CRM_SUITE_FEATURE);
+}
+/** What a locked control says about itself, on hover and to assistive tech. */ export function crmSuiteLockedReason() {
+    const plan = planLabelGrantingFeature(CRM_SUITE_FEATURE);
+    return plan ? `Part of the CRM, included from ${plan}` : 'Part of the CRM, which your plan does not include';
+}
+/**
+ * The notice a surface with locked controls carries: what is locked, the
+ * plan that includes it, and the way to the plans — the alert and the link
+ * the shell ends a locked section with.
+ */ export function CrmSuiteNotice(props) {
+    const params = useParams();
+    const orgSlug = (params == null ? void 0 : params.orgSlug) ? String(params.orgSlug) : '';
+    const plan = planLabelGrantingFeature(CRM_SUITE_FEATURE);
+    return /*#__PURE__*/ _jsxs(Alert, {
+        severity: "info",
+        action: orgSlug ? /*#__PURE__*/ _jsx(AppLink, {
+            componentVariant: "button",
+            size: "small",
+            color: "inherit",
+            href: buildRoute(Route.MANAGE_BILLING, {
+                orgSlug
+            }),
+            children: 'View plans'
+        }) : undefined,
+        children: [
+            props.children,
+            plan ? ` Included from ${plan}.` : null
+        ]
+    });
+}
+CrmSuiteNotice.displayName = 'CrmSuiteNotice';
+/**
+ * A control the plan has locked: standing where the working one stands,
+ * with the rail's lock, disabled, and its reason as the description.
+ *
+ * The span carries the tooltip because a disabled button fires no pointer
+ * events, so a tooltip on the button itself would never open.
+ */ export function CrmSuiteLockedButton(props) {
+    const { children, size = 'small' } = props, rest = _object_without_properties_loose(props, [
+        "children",
+        "size"
+    ]);
+    return /*#__PURE__*/ _jsx(Tooltip, {
+        title: crmSuiteLockedReason(),
+        describeChild: true,
+        children: /*#__PURE__*/ _jsx("span", {
+            children: /*#__PURE__*/ _jsx(Button, _extends({}, rest, {
+                size: size,
+                disabled: true,
+                startIcon: /*#__PURE__*/ _jsx(MdiIcon, {
+                    path: mdiLockOutline.path,
+                    size: 0.7
+                }),
+                children: children
+            }))
+        })
+    });
+}
+CrmSuiteLockedButton.displayName = 'CrmSuiteLockedButton';
+
+//# sourceMappingURL=crm-suite-lock.js.map

package/src/lib/components/crm-suite-lock.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-suite-lock.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  type AglynOrgBilling,\n  buildRoute,\n  checkEntitlement,\n  planLabelGrantingFeature,\n  Route,\n} from '@aglyn/aglyn'\nimport { mdiLockOutline } from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { Alert, Button, type ButtonProps, Tooltip } from '@mui/material'\nimport { useParams } from 'next/navigation'\nimport type { ReactNode } from 'react'\n\n/**\n * THE CRM'S LOCK AND NOTICE, AS A SURFACE'S OWN CONTROLS DRAW THEM (AGL-2788).\n *\n * The CRM is included from Starter (AGL-2851), and the shell refuses all of\n * it on a plan without `features.crm`: every section is drawn locked beside\n * the upgrade notice, and no CRM page mounts. These are a page's second\n * answer, not its first. When a CRM surface renders for an org whose plan\n * lacks the CRM, its acts — adding a person by hand, importing a file, a\n * saved view, an owner, a stage, a company, a task, a logged call, an email,\n * a merge — are drawn in the shell's own terms: the lock the rail draws, on a\n * control that stays where it is and cannot be pressed, and the notice and\n * link the shell ends a locked section with.\n *\n * ## Not hidden, and not pressable\n *\n * A control that vanished would hide the CRM from the plan being asked to buy\n * it, and one that opened and then failed would spend the reader's work on a\n * refusal. The routes behind these acts refuse the same plans either way\n * (`server/suite-gate.ts`).\n *\n * ## An answer, not a loading state\n *\n * The plan is read from the org document the shell hands a plugin page, and\n * the shell mounts the page only once that document has settled — so a lock\n * drawn here is a fact about the plan, never one paint of an org still in\n * flight read as Free (AGL-1380).\n */\n\n/** The entitlement the suite is sold under. */\nconst CRM_SUITE_FEATURE = 'crm'\n\n/** Whether the org's plan carries the CRM suite. */\nexport function crmSuiteIncluded(org: unknown): boolean {\n  return checkEntitlement(\n    org as Partial<AglynOrgBilling> | null | undefined,\n    CRM_SUITE_FEATURE,\n  )\n}\n\n/** What a locked control says about itself, on hover and to assistive tech. */\nexport function crmSuiteLockedReason(): string {\n  const plan = planLabelGrantingFeature(CRM_SUITE_FEATURE)\n  return plan\n    ? `Part of the CRM, included from ${plan}`\n    : 'Part of the CRM, which your plan does not include'\n}\n\n/**\n * The notice a surface with locked controls carries: what is locked, the\n * plan that includes it, and the way to the plans — the alert and the link\n * the shell ends a locked section with.\n */\nexport function CrmSuiteNotice(props: { children: ReactNode }) {\n  const params = useParams<{ orgSlug?: string }>()\n  const orgSlug = params?.orgSlug ? String(params.orgSlug) : ''\n  const plan = planLabelGrantingFeature(CRM_SUITE_FEATURE)\n  return (\n    <Alert\n      severity=\"info\"\n      action={\n        orgSlug ? (\n          <AppLink\n            componentVariant=\"button\"\n            size=\"small\"\n            color=\"inherit\"\n            href={buildRoute(Route.MANAGE_BILLING, { orgSlug })}\n          >\n            {'View plans'}\n          </AppLink>\n        ) : undefined\n      }\n    >\n      {props.children}\n      {plan ? ` Included from ${plan}.` : null}\n    </Alert>\n  )\n}\nCrmSuiteNotice.displayName = 'CrmSuiteNotice'\n\nexport type CrmSuiteLockedButtonProps = Omit<\n  ButtonProps,\n  'disabled' | 'onClick' | 'startIcon' | 'href'\n>\n\n/**\n * A control the plan has locked: standing where the working one stands,\n * with the rail's lock, disabled, and its reason as the description.\n *\n * The span carries the tooltip because a disabled button fires no pointer\n * events, so a tooltip on the button itself would never open.\n */\nexport function CrmSuiteLockedButton(props: CrmSuiteLockedButtonProps) {\n  const { children, size = 'small', ...rest } = props\n  return (\n    <Tooltip title={crmSuiteLockedReason()} describeChild>\n      <span>\n        <Button\n          {...rest}\n          size={size}\n          disabled\n          startIcon={<MdiIcon path={mdiLockOutline.path} size={0.7} />}\n        >\n          {children}\n        </Button>\n      </span>\n    </Tooltip>\n  )\n}\nCrmSuiteLockedButton.displayName = 'CrmSuiteLockedButton'\n"],"names":["buildRoute","checkEntitlement","planLabelGrantingFeature","Route","mdiLockOutline","AppLink","MdiIcon","Alert","Button","Tooltip","useParams","CRM_SUITE_FEATURE","crmSuiteIncluded","org","crmSuiteLockedReason","plan","CrmSuiteNotice","props","params","orgSlug","String","severity","action","componentVariant","size","color","href","MANAGE_BILLING","undefined","children","displayName","CrmSuiteLockedButton","rest","title","describeChild","span","disabled","startIcon","path"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;;AAEA,SAEEA,UAAU,EACVC,gBAAgB,EAChBC,wBAAwB,EACxBC,KAAK,QACA,eAAc;AACrB,SAASC,cAAc,QAAQ,yBAAwB;AACvD,SAASC,OAAO,EAAEC,OAAO,QAAQ,uBAAsB;AACvD,SAASC,KAAK,EAAEC,MAAM,EAAoBC,OAAO,QAAQ,gBAAe;AACxE,SAASC,SAAS,QAAQ,kBAAiB;AAG3C;;;;;;;;;;;;;;;;;;;;;;;;;;CA0BC,GAED,6CAA6C,GAC7C,MAAMC,oBAAoB;AAE1B,kDAAkD,GAClD,OAAO,SAASC,iBAAiBC,GAAY;IAC3C,OAAOZ,iBACLY,KACAF;AAEJ;AAEA,6EAA6E,GAC7E,OAAO,SAASG;IACd,MAAMC,OAAOb,yBAAyBS;IACtC,OAAOI,OACH,CAAC,+BAA+B,EAAEA,MAAM,GACxC;AACN;AAEA;;;;CAIC,GACD,OAAO,SAASC,eAAeC,KAA8B;IAC3D,MAAMC,SAASR;IACf,MAAMS,UAAUD,CAAAA,0BAAAA,OAAQC,OAAO,IAAGC,OAAOF,OAAOC,OAAO,IAAI;IAC3D,MAAMJ,OAAOb,yBAAyBS;IACtC,qBACE,MAACJ;QACCc,UAAS;QACTC,QACEH,wBACE,KAACd;YACCkB,kBAAiB;YACjBC,MAAK;YACLC,OAAM;YACNC,MAAM1B,WAAWG,MAAMwB,cAAc,EAAE;gBAAER;YAAQ;sBAEhD;aAEDS;;YAGLX,MAAMY,QAAQ;YACdd,OAAO,CAAC,eAAe,EAAEA,KAAK,CAAC,CAAC,GAAG;;;AAG1C;AACAC,eAAec,WAAW,GAAG;AAO7B;;;;;;CAMC,GACD,OAAO,SAASC,qBAAqBd,KAAgC;IACnE,MAAM,EAAEY,QAAQ,EAAEL,OAAO,OAAO,EAAW,GAAGP,OAATe,wCAASf;;;;IAC9C,qBACE,KAACR;QAAQwB,OAAOnB;QAAwBoB,aAAa;kBACnD,cAAA,KAACC;sBACC,cAAA,KAAC3B,qBACKwB;gBACJR,MAAMA;gBACNY,QAAQ;gBACRC,yBAAW,KAAC/B;oBAAQgC,MAAMlC,eAAekC,IAAI;oBAAEd,MAAM;;0BAEpDK;;;;AAKX;AACAE,qBAAqBD,WAAW,GAAG"}

package/src/lib/components/crm-tasks-due-card.d.ts

@@ -0,0 +1,42 @@
+export interface CrmTasksDueCardProps {
+    /**
+     * The site the card is on the dashboard of, or `null` beneath the org
+     * hub's mount (AGL-2636), where the reader's tasks are read across every
+     * site of the organization at once.
+     */
+    hostId: string | null;
+    /** The org hub's own path, for the link when there is no site to derive it from. */
+    basePath?: string;
+}
+/**
+ * Dashboard glance at the reader's tasks (AGL-2599): how many are overdue,
+ * how many are due today, and the next five, linking into the tasks section.
+ *
+ * Registered on the shell's `hostDashboard` slot, so it appears only on
+ * workspaces with the CRM enabled and for readers who hold `data.manage` —
+ * the extension's own gate, which the slot composes for every card.
+ *
+ * Renders NOTHING when the org has no open tasks at all. A dashboard card
+ * saying "no tasks" on a workspace that has never made one is a card about a
+ * feature the reader has not adopted, and the dashboard is not the place to
+ * sell it. The absence is decided by a one-row probe on the whole org's open
+ * tasks rather than by the reader's own list, so a person with nothing
+ * assigned on a team that uses tasks still sees the card, saying so.
+ *
+ * ## The organization level (AGL-2636)
+ *
+ * Mounted with no site beneath the org hub's mount — the org's sites page
+ * hands the card `hostId: null` and the hub's `basePath` — the two reads
+ * carry no scope clause, exactly as the tasks section's do at that level:
+ * the reader is an org-wide member (the page admits nobody else to the
+ * row), the rules admit them to every row, and a clause listing every
+ * site's token would need the whole site list and still miss a site the
+ * list did not carry. `useCrmScope` spells both levels, so the card is one
+ * component: under a site it filters on the site's own group's tokens as
+ * it always has, and at the org level it filters on nothing.
+ */
+export declare function CrmTasksDueCard(props: CrmTasksDueCardProps): import("react").JSX.Element;
+export declare namespace CrmTasksDueCard {
+    var displayName: string;
+}
+export default CrmTasksDueCard;