@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/crm-tasks-due-card.js

@@ -0,0 +1,225 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { _ as _extends } from "@swc/helpers/_/_extends";
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { CRM_COLLECTIONS, pluginDocsHelp, taskDueState } from "@aglyn/aglyn";
+import { AppLink, CardDisplay } from "@aglyn/shared-ui-jsx";
+import { useFirestore, useFirestoreCollection, useUser } from "@aglyn/tenant-feature-instance";
+import { Button, Stack, Typography } from "@mui/material";
+import { collection, limit, orderBy, query, where } from "firebase/firestore";
+import { useMemo } from "react";
+import { useCrmHubPath } from "../hooks/use-crm-hub-path.js";
+import { crmVisibleToClause, useCrmScope } from "../hooks/use-crm-scope.js";
+import { useNowMs } from "../hooks/use-crm-tasks.js";
+import { crmRoutes } from "../model/crm-routes.js";
+import { orderTaskRows } from "../model/task-views.js";
+import { TaskDueText, TaskKindCell } from "./task-cells.js";
+/**
+ * How many of the reader's open tasks the widget reads. Enough to count
+ * what is overdue and due today for anyone with a working list; a person
+ * with more than fifty open tasks has a tasks section to open.
+ */ const MY_TASKS_WINDOW = 50;
+const NEXT_UP = 5;
+/**
+ * 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 function CrmTasksDueCard(props) {
+    const { hostId, basePath } = props;
+    const firestore = useFirestore();
+    const { data: user } = useUser();
+    const uid = user == null ? void 0 : user.uid;
+    const hubPath = useCrmHubPath(basePath);
+    const nowMs = useNowMs();
+    // The widget is handed a host id (or none) and no org document, so under
+    // a site the read scope resolves to the group of one — which a task
+    // created on a grouped sibling still matches, since it carries every
+    // sibling's token — and at the org level to no clause at all.
+    const { scope, visibleTo } = useCrmScope({
+        hostId
+    });
+    const tasks = useMemo(()=>scope ? collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks) : null, [
+        firestore,
+        scope
+    ]);
+    const { data: probe, status: probeStatus } = useFirestoreCollection(()=>tasks ? query(tasks, ...crmVisibleToClause(visibleTo), where('status', '==', 'open'), orderBy('dueAtMs', 'asc'), limit(1)) : null, [
+        tasks,
+        visibleTo
+    ], {
+        idField: '$id'
+    });
+    const { data: mineDocs, status: mineStatus } = useFirestoreCollection(()=>tasks && uid ? query(tasks, ...crmVisibleToClause(visibleTo), where('assigneeUid', '==', uid), where('status', '==', 'open'), orderBy('dueAtMs', 'asc'), limit(MY_TASKS_WINDOW)) : null, [
+        tasks,
+        visibleTo,
+        uid
+    ], {
+        idField: '$id'
+    });
+    const mine = useMemo(()=>orderTaskRows(mineDocs != null ? mineDocs : []), [
+        mineDocs
+    ]);
+    const counts = useMemo(()=>{
+        let overdue = 0;
+        let today = 0;
+        for (const task of mine){
+            const state = taskDueState(task, nowMs);
+            if (state === 'overdue') overdue += 1;
+            else if (state === 'today') today += 1;
+        }
+        return {
+            overdue,
+            today
+        };
+    }, [
+        mine,
+        nowMs
+    ]);
+    const nextUp = useMemo(()=>mine.slice(0, NEXT_UP), [
+        mine
+    ]);
+    const tasksHref = crmRoutes(hubPath).section('tasks');
+    // Nothing until the probe has answered, and nothing when it answered
+    // "no open tasks anywhere": a card that flashes in and out is worse than
+    // one that arrives a moment late.
+    if (probeStatus !== 'success' || !(probe == null ? void 0 : probe.length)) return null;
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Tasks due',
+        help: pluginDocsHelp('crmTasks', {
+            anchor: '#the-dashboard-card',
+            excerpt: 'Your overdue and due-today counts and the next five tasks ' + 'assigned to you. The Tasks section has every view.'
+        }),
+        contentGutterX: true,
+        contentGutterY: true,
+        HeaderProps: {
+            action: /*#__PURE__*/ _jsx(Button, _extends({
+                component: AppLink
+            }, {
+                componentVariant: 'naked',
+                nativeButton: false
+            }, {
+                href: tasksHref,
+                size: "small",
+                color: "primary",
+                children: 'View all'
+            }))
+        },
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 1.5,
+            children: [
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 3,
+                    children: [
+                        /*#__PURE__*/ _jsxs(Stack, {
+                            children: [
+                                /*#__PURE__*/ _jsx(Typography, {
+                                    variant: "h5",
+                                    sx: {
+                                        color: counts.overdue ? 'error.main' : 'text.primary'
+                                    },
+                                    children: mine.length >= MY_TASKS_WINDOW ? `${counts.overdue}+` : counts.overdue
+                                }),
+                                /*#__PURE__*/ _jsx(Typography, {
+                                    variant: "caption",
+                                    color: "text.secondary",
+                                    children: 'Overdue'
+                                })
+                            ]
+                        }),
+                        /*#__PURE__*/ _jsxs(Stack, {
+                            children: [
+                                /*#__PURE__*/ _jsx(Typography, {
+                                    variant: "h5",
+                                    sx: {
+                                        color: counts.today ? 'warning.main' : 'text.primary'
+                                    },
+                                    children: counts.today
+                                }),
+                                /*#__PURE__*/ _jsx(Typography, {
+                                    variant: "caption",
+                                    color: "text.secondary",
+                                    children: 'Due today'
+                                })
+                            ]
+                        })
+                    ]
+                }),
+                mineStatus === 'success' && !nextUp.length ? /*#__PURE__*/ _jsx(Typography, {
+                    variant: "body2",
+                    color: "text.secondary",
+                    children: 'Nothing is assigned to you.'
+                }) : /*#__PURE__*/ _jsx(Stack, {
+                    spacing: 0.75,
+                    children: nextUp.map((task)=>/*#__PURE__*/ _jsxs(Stack, {
+                            direction: "row",
+                            spacing: 1,
+                            sx: {
+                                alignItems: 'center',
+                                minWidth: 0
+                            },
+                            children: [
+                                /*#__PURE__*/ _jsx(TaskKindCell, {
+                                    kind: task.kind,
+                                    iconOnly: true
+                                }),
+                                /*#__PURE__*/ _jsx(Typography, {
+                                    variant: "body2",
+                                    noWrap: true,
+                                    sx: {
+                                        minWidth: 0,
+                                        flex: 1
+                                    },
+                                    children: task.title
+                                }),
+                                /*#__PURE__*/ _jsx(TaskDueText, {
+                                    task: task,
+                                    nowMs: nowMs,
+                                    variant: "caption"
+                                })
+                            ]
+                        }, task.$id))
+                })
+            ]
+        })
+    });
+}
+CrmTasksDueCard.displayName = 'CrmTasksDueCard';
+export default CrmTasksDueCard;
+
+//# sourceMappingURL=crm-tasks-due-card.js.map

package/src/lib/components/crm-tasks-due-card.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-tasks-due-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 { CRM_COLLECTIONS, pluginDocsHelp, taskDueState } from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack, Typography } from '@mui/material'\nimport { collection, limit, orderBy, query, where } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useCrmHubPath } from '../hooks/use-crm-hub-path'\nimport { crmVisibleToClause, useCrmScope } from '../hooks/use-crm-scope'\nimport { type CrmTaskRow, useNowMs } from '../hooks/use-crm-tasks'\nimport { crmRoutes } from '../model/crm-routes'\nimport { orderTaskRows } from '../model/task-views'\nimport { TaskDueText, TaskKindCell } from './task-cells'\n\n/**\n * How many of the reader's open tasks the widget reads. Enough to count\n * what is overdue and due today for anyone with a working list; a person\n * with more than fifty open tasks has a tasks section to open.\n */\nconst MY_TASKS_WINDOW = 50\nconst NEXT_UP = 5\n\nexport interface CrmTasksDueCardProps {\n  /**\n   * The site the card is on the dashboard of, or `null` beneath the org\n   * hub's mount (AGL-2636), where the reader's tasks are read across every\n   * site of the organization at once.\n   */\n  hostId: string | null\n  /** The org hub's own path, for the link when there is no site to derive it from. */\n  basePath?: string\n}\n\n/**\n * Dashboard glance at the reader's tasks (AGL-2599): how many are overdue,\n * how many are due today, and the next five, linking into the tasks section.\n *\n * Registered on the shell's `hostDashboard` slot, so it appears only on\n * workspaces with the CRM enabled and for readers who hold `data.manage` —\n * the extension's own gate, which the slot composes for every card.\n *\n * Renders NOTHING when the org has no open tasks at all. A dashboard card\n * saying \"no tasks\" on a workspace that has never made one is a card about a\n * feature the reader has not adopted, and the dashboard is not the place to\n * sell it. The absence is decided by a one-row probe on the whole org's open\n * tasks rather than by the reader's own list, so a person with nothing\n * assigned on a team that uses tasks still sees the card, saying so.\n *\n * ## The organization level (AGL-2636)\n *\n * Mounted with no site beneath the org hub's mount — the org's sites page\n * hands the card `hostId: null` and the hub's `basePath` — the two reads\n * carry no scope clause, exactly as the tasks section's do at that level:\n * the reader is an org-wide member (the page admits nobody else to the\n * row), the rules admit them to every row, and a clause listing every\n * site's token would need the whole site list and still miss a site the\n * list did not carry. `useCrmScope` spells both levels, so the card is one\n * component: under a site it filters on the site's own group's tokens as\n * it always has, and at the org level it filters on nothing.\n */\nexport function CrmTasksDueCard(props: CrmTasksDueCardProps) {\n  const { hostId, basePath } = props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const uid = user?.uid\n  const hubPath = useCrmHubPath(basePath)\n  const nowMs = useNowMs()\n  // The widget is handed a host id (or none) and no org document, so under\n  // a site the read scope resolves to the group of one — which a task\n  // created on a grouped sibling still matches, since it carries every\n  // sibling's token — and at the org level to no clause at all.\n  const { scope, visibleTo } = useCrmScope({ hostId })\n  const tasks = useMemo(\n    () =>\n      scope ? collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks) : null,\n    [firestore, scope],\n  )\n\n  const { data: probe, status: probeStatus } = useFirestoreCollection<CrmTaskRow>(\n    () =>\n      tasks\n        ? query(\n            tasks,\n            ...crmVisibleToClause(visibleTo),\n            where('status', '==', 'open'),\n            orderBy('dueAtMs', 'asc'),\n            limit(1),\n          )\n        : null,\n    [tasks, visibleTo],\n    { idField: '$id' },\n  )\n  const { data: mineDocs, status: mineStatus } = useFirestoreCollection<CrmTaskRow>(\n    () =>\n      tasks && uid\n        ? query(\n            tasks,\n            ...crmVisibleToClause(visibleTo),\n            where('assigneeUid', '==', uid),\n            where('status', '==', 'open'),\n            orderBy('dueAtMs', 'asc'),\n            limit(MY_TASKS_WINDOW),\n          )\n        : null,\n    [tasks, visibleTo, uid],\n    { idField: '$id' },\n  )\n\n  const mine = useMemo(() => orderTaskRows(mineDocs ?? []), [mineDocs])\n  const counts = useMemo(() => {\n    let overdue = 0\n    let today = 0\n    for (const task of mine) {\n      const state = taskDueState(task, nowMs)\n      if (state === 'overdue') overdue += 1\n      else if (state === 'today') today += 1\n    }\n    return { overdue, today }\n  }, [mine, nowMs])\n  const nextUp = useMemo(() => mine.slice(0, NEXT_UP), [mine])\n\n  const tasksHref = crmRoutes(hubPath).section('tasks')\n\n  // Nothing until the probe has answered, and nothing when it answered\n  // \"no open tasks anywhere\": a card that flashes in and out is worse than\n  // one that arrives a moment late.\n  if (probeStatus !== 'success' || !probe?.length) return null\n\n  return (\n    <CardDisplay\n      header={'Tasks due'}\n      help={pluginDocsHelp('crmTasks', {\n        anchor: '#the-dashboard-card',\n        excerpt:\n          'Your overdue and due-today counts and the next five tasks ' +\n          'assigned to you. The Tasks section has every view.',\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={tasksHref}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'View all'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Stack direction=\"row\" spacing={3}>\n          <Stack>\n            <Typography\n              variant=\"h5\"\n              sx={{ color: counts.overdue ? 'error.main' : 'text.primary' }}\n            >\n              {mine.length >= MY_TASKS_WINDOW ? `${counts.overdue}+` : counts.overdue}\n            </Typography>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Overdue'}\n            </Typography>\n          </Stack>\n          <Stack>\n            <Typography\n              variant=\"h5\"\n              sx={{ color: counts.today ? 'warning.main' : 'text.primary' }}\n            >\n              {counts.today}\n            </Typography>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Due today'}\n            </Typography>\n          </Stack>\n        </Stack>\n        {mineStatus === 'success' && !nextUp.length ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'Nothing is assigned to you.'}\n          </Typography>\n        ) : (\n          <Stack spacing={0.75}>\n            {nextUp.map((task) => (\n              <Stack\n                key={task.$id}\n                direction=\"row\"\n                spacing={1}\n                sx={{ alignItems: 'center', minWidth: 0 }}\n              >\n                <TaskKindCell kind={task.kind} iconOnly />\n                <Typography variant=\"body2\" noWrap sx={{ minWidth: 0, flex: 1 }}>\n                  {task.title}\n                </Typography>\n                <TaskDueText task={task} nowMs={nowMs} variant=\"caption\" />\n              </Stack>\n            ))}\n          </Stack>\n        )}\n      </Stack>\n    </CardDisplay>\n  )\n}\nCrmTasksDueCard.displayName = 'CrmTasksDueCard'\n\nexport default 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package/src/lib/components/crm-views-control.d.ts

@@ -0,0 +1,65 @@
+import { type CrmViewFilterClause } from '@aglyn/aglyn';
+import type { CrmSavedViewController } from '../hooks/use-crm-saved-view';
+/** A filter set offered in the menu beside the saved views — a Contacts segment. */
+export interface CrmViewPreset {
+    id: string;
+    label: string;
+    filters: CrmViewFilterClause[];
+    /** Removes the preset where it lives; absent when the reader may not. */
+    onRemove?: () => void | Promise<void>;
+}
+export interface CrmViewsControlProps {
+    controller: CrmSavedViewController;
+    /** What the plain, unnarrowed list is called — "All contacts". */
+    allLabel: string;
+    /** Filter sets from elsewhere, offered under their own heading. */
+    presets?: readonly CrmViewPreset[];
+    presetsLabel?: string;
+    /**
+     * Offered when the working filters can be kept as a segment; the section
+     * writes it, because a segment is the contacts list's own record.
+     */
+    onSaveAsSegment?: (() => void) | null;
+    /**
+     * The org's plan lacks the CRM, whose saved views are (AGL-2788).
+     * Every act on a view stands in the menu, locked; views already saved
+     * still open, and segments — which are not views — draw no lock here.
+     */
+    suiteLocked?: boolean;
+}
+/**
+ * The views control above a CRM list (AGL-2617): the current view's name,
+ * the menu of saved views, and everything a reader does to one.
+ *
+ * A button that reads as the list's title — "All contacts", "My open
+ * leads" — and opens a menu in two halves: the views to choose from (mine,
+ * then shared, then any presets the section offers), and the acts on the
+ * one that is open. Save, Save as, Rename, Share, Set as default and Delete
+ * sit in the same menu rather than in a toolbar, because most of them apply
+ * to the open view and a row of six buttons for one list says less than a
+ * menu that shows only what applies.
+ *
+ * ## What the reader can do to a view is decided here, once
+ *
+ * The rules let the creator or an org-wide member change a view; the
+ * controller says so as `canEdit`, and the menu shows the editing acts
+ * only then. A colleague opening a shared view sees Save as — a copy of
+ * their own — and not Save, so the one write the rules would refuse is the
+ * one the menu does not offer.
+ *
+ * ## "Modified" is said, not implied
+ *
+ * A view whose filters the reader has changed is shown as modified beside
+ * its name, so a list that reads "My open leads" and shows something else
+ * cannot pass for the saved one. Reset returns to the saved state; Save
+ * makes the change the view's.
+ *
+ * Naming happens in a dialog — a form above the list is what this feature
+ * is here to retire — and deleting asks first through the console's shared
+ * confirmation.
+ */
+export declare function CrmViewsControl(props: CrmViewsControlProps): import("react").JSX.Element;
+export declare namespace CrmViewsControl {
+    var displayName: string;
+}
+export default CrmViewsControl;