@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/erase-person-action.js

@@ -0,0 +1,261 @@
+/**
+ * @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 { PERSON_ERASURE_NOT_REACHED, PERSON_ERASURE_REMOVES, PERSON_ERASURE_RETAINS, personErasureConfirmationMatches } from "@aglyn/aglyn";
+import { mdiAccountOffOutline } from "@aglyn/shared-data-mdi";
+import { MdiIcon } from "@aglyn/shared-ui-jsx";
+import { useSnackbar } from "@aglyn/shared-ui-snackstack";
+import { Alert, Button, Dialog, DialogActions, DialogContent, DialogContentText, DialogTitle, List, ListItem, ListItemText, Stack, TextField, Typography } from "@mui/material";
+import { useEffect, useMemo, useState } from "react";
+import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
+import { useCanManageCrmSettings } from "./settings-section.js";
+import { useCrmApi } from "./use-crm-api.js";
+/**
+ * **Erase this person** on a record page (AGL-2623).
+ *
+ * Owned by a hook rather than a component because the overflow menu takes
+ * items as data: the page spreads `menuItems` into its own list, renders
+ * `banner` under the header and `dialog` at the end, and everything the
+ * action knows — who may, whether a request is already waiting, what the
+ * dialog says, what the route answers — lives here.
+ *
+ * Offered to workspace admins and owners only, and the item is present but
+ * disabled for everyone else with the reason as its tooltip: an absent item
+ * and an inapplicable one look alike, and a site editor who cannot find
+ * the action should learn who can rather than conclude it does not exist.
+ *
+ * Takes the site from the page and the workspace from `useOrgDataScope`,
+ * never a route, so an org-level mount can offer the same item.
+ */ export function useErasePersonAction(props) {
+    const { hostId, orgId, subject, requestedAtMs } = props;
+    const { canManage, ready } = useCanManageCrmSettings(orgId != null ? orgId : undefined);
+    const orgMount = useCrmOrgMount();
+    // A site to file from, or the org to file as (AGL-2634).
+    const canFile = Boolean(hostId) || Boolean(orgMount);
+    const [open, setOpen] = useState(false);
+    // The marker arrives on the record's own document, so a request filed on
+    // this page shows as pending the moment the listener catches up — and,
+    // until it does, the moment the route answered.
+    const [filedAtMs, setFiledAtMs] = useState(null);
+    const pendingSince = requestedAtMs != null ? requestedAtMs : filedAtMs;
+    const menuItems = useMemo(()=>{
+        const disabledReason = !subject ? 'The record has not loaded' : !canFile ? 'No site has captured this person to file from' : pendingSince ? 'An erasure is already pending for this person' : !ready ? 'Checking your workspace role' : !canManage ? 'Only a workspace admin can erase a person' : undefined;
+        return [
+            {
+                key: 'erase-person',
+                label: 'Erase this person',
+                icon: /*#__PURE__*/ _jsx(MdiIcon, {
+                    path: mdiAccountOffOutline.path,
+                    size: 0.8
+                }),
+                destructive: true,
+                disabled: Boolean(disabledReason),
+                disabledReason,
+                onClick: ()=>setOpen(true)
+            }
+        ];
+    }, [
+        canManage,
+        canFile,
+        pendingSince,
+        ready,
+        subject
+    ]);
+    const banner = pendingSince ? /*#__PURE__*/ _jsx(ErasurePendingBanner, {
+        requestedAtMs: pendingSince
+    }) : null;
+    const dialog = subject && canFile ? /*#__PURE__*/ _jsx(ErasePersonDialog, {
+        open: open,
+        onClose: ()=>setOpen(false),
+        hostId: hostId,
+        subject: subject,
+        onFiled: (atMs)=>setFiledAtMs(atMs)
+    }) : null;
+    return {
+        menuItems,
+        banner,
+        dialog,
+        pendingSinceMs: pendingSince
+    };
+}
+/**
+ * The state a record wears between the request and the run. Says when it
+ * was asked and what will happen, so a reader arriving cold neither files
+ * it again nor keeps working the record.
+ */ export function ErasurePendingBanner(props) {
+    const { requestedAtMs } = props;
+    return /*#__PURE__*/ _jsxs(Alert, {
+        severity: "warning",
+        "data-testid": "erasure-pending-banner",
+        children: [
+            /*#__PURE__*/ _jsx("strong", {
+                children: 'Erasure pending. '
+            }),
+            `Requested ${new Date(requestedAtMs).toLocaleString()}. The nightly erasure ` + 'job removes this person from every site in the workspace; until then the ' + 'record is kept only so the request can be seen. Nothing new should be added ' + 'to it.'
+        ]
+    });
+}
+ErasurePendingBanner.displayName = 'ErasurePendingBanner';
+/**
+ * The confirmation: everything the request removes, everything it keeps
+ * and how, what it does not reach, and the two facts that follow the click
+ * — the address is closed to capture at once, and the sweep runs with the
+ * nightly job. The admin types the address back; the route checks the same
+ * match before it files anything.
+ */ export function ErasePersonDialog(props) {
+    const { open, onClose, hostId, subject, onFiled } = props;
+    const call = useCrmApi(hostId);
+    const { enqueueSnackbar } = useSnackbar();
+    const [typed, setTyped] = useState('');
+    const [busy, setBusy] = useState(false);
+    useEffect(()=>{
+        if (open) setTyped('');
+    }, [
+        open
+    ]);
+    const confirmed = personErasureConfirmationMatches(typed, subject.email);
+    const submit = async ()=>{
+        if (!confirmed || busy) return;
+        setBusy(true);
+        try {
+            var _payload_pendingSinceMs;
+            const { response, payload } = await call('erase-person', _extends({}, subject.kind === 'contact' ? {
+                contactId: subject.id
+            } : {
+                leadId: subject.id
+            }, {
+                email: typed.trim()
+            }));
+            if (!response.ok) {
+                var _payload_error;
+                throw new Error(String((_payload_error = payload['error']) != null ? _payload_error : 'The erasure could not be filed'));
+            }
+            onFiled(Number((_payload_pendingSinceMs = payload['pendingSinceMs']) != null ? _payload_pendingSinceMs : Date.now()));
+            enqueueSnackbar(payload['alreadyPending'] ? 'An erasure was already pending for this person' : 'Erasure requested — it runs with the nightly job', {
+                variant: 'success',
+                persist: false
+            });
+            onClose();
+        } catch (error) {
+            enqueueSnackbar(error instanceof Error ? error.message : 'The erasure could not be filed', {
+                variant: 'error'
+            });
+        } finally{
+            setBusy(false);
+        }
+    };
+    return /*#__PURE__*/ _jsxs(Dialog, {
+        open: open,
+        onClose: busy ? undefined : onClose,
+        maxWidth: "sm",
+        fullWidth: true,
+        children: [
+            /*#__PURE__*/ _jsx(DialogTitle, {
+                children: `Erase ${subject.email} from this workspace?`
+            }),
+            /*#__PURE__*/ _jsxs(DialogContent, {
+                children: [
+                    /*#__PURE__*/ _jsx(DialogContentText, {
+                        sx: {
+                            mb: 2
+                        },
+                        children: 'This is a privacy erasure, not a delete: the person is removed from every ' + 'site in the workspace, whoever captured them, and it cannot be undone. ' + 'The request is filed now and runs with the nightly erasure job; from this ' + 'moment the address is closed, so a later form fill or order cannot ' + 'recreate the record, and no campaign is sent to it.'
+                    }),
+                    /*#__PURE__*/ _jsxs(Stack, {
+                        spacing: 2,
+                        children: [
+                            /*#__PURE__*/ _jsx(ListBlock, {
+                                heading: "Removed across the workspace",
+                                lines: PERSON_ERASURE_REMOVES
+                            }),
+                            /*#__PURE__*/ _jsx(ListBlock, {
+                                heading: "Kept, with the person taken off",
+                                lines: PERSON_ERASURE_RETAINS
+                            }),
+                            /*#__PURE__*/ _jsx(ListBlock, {
+                                heading: "Not reached — finish these by hand",
+                                lines: PERSON_ERASURE_NOT_REACHED
+                            }),
+                            /*#__PURE__*/ _jsx(TextField, {
+                                label: "Type the email address to confirm",
+                                value: typed,
+                                onChange: (event)=>setTyped(event.target.value),
+                                fullWidth: true,
+                                autoFocus: true,
+                                autoComplete: "off",
+                                slotProps: {
+                                    htmlInput: {
+                                        'aria-label': 'Type the email address to confirm'
+                                    }
+                                }
+                            })
+                        ]
+                    })
+                ]
+            }),
+            /*#__PURE__*/ _jsxs(DialogActions, {
+                children: [
+                    /*#__PURE__*/ _jsx(Button, {
+                        onClick: onClose,
+                        disabled: busy,
+                        children: 'Cancel'
+                    }),
+                    /*#__PURE__*/ _jsx(Button, {
+                        variant: "contained",
+                        color: "error",
+                        onClick: ()=>void submit(),
+                        disabled: !confirmed || busy,
+                        children: busy ? 'Filing…' : 'Erase permanently'
+                    })
+                ]
+            })
+        ]
+    });
+}
+ErasePersonDialog.displayName = 'ErasePersonDialog';
+function ListBlock(props) {
+    return /*#__PURE__*/ _jsxs("div", {
+        children: [
+            /*#__PURE__*/ _jsx(Typography, {
+                variant: "subtitle2",
+                children: props.heading
+            }),
+            /*#__PURE__*/ _jsx(List, {
+                dense: true,
+                disablePadding: true,
+                children: props.lines.map((line)=>/*#__PURE__*/ _jsx(ListItem, {
+                        disableGutters: true,
+                        sx: {
+                            py: 0
+                        },
+                        children: /*#__PURE__*/ _jsx(ListItemText, {
+                            primary: line,
+                            slotProps: {
+                                primary: {
+                                    variant: 'body2',
+                                    color: 'text.secondary'
+                                }
+                            }
+                        })
+                    }, line))
+            })
+        ]
+    });
+}
+
+//# sourceMappingURL=erase-person-action.js.map

package/src/lib/components/erase-person-action.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/erase-person-action.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  PERSON_ERASURE_NOT_REACHED,\n  PERSON_ERASURE_REMOVES,\n  PERSON_ERASURE_RETAINS,\n  personErasureConfirmationMatches,\n} from '@aglyn/aglyn'\nimport { mdiAccountOffOutline } from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  Alert,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  List,\n  ListItem,\n  ListItemText,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { type ReactNode, useEffect, useMemo, useState } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCanManageCrmSettings } from './settings-section'\nimport { useCrmApi } from './use-crm-api'\n\n/** The record the action is offered on: which kind, its id, and its address. */\nexport type ErasePersonSubject =\n  | { kind: 'contact'; id: string; email: string }\n  | { kind: 'lead'; id: string; email: string }\n\nexport interface UseErasePersonActionProps {\n  /**\n   * The site the request is filed from — the route logs it on that site's\n   * feed. At the organization level the record's own capturing site\n   * (AGL-2630), or `null` for a record no site has captured: beneath the\n   * org hub's mount the route's org variant files it anyway (AGL-2634), and\n   * only a surface mounted nowhere holds the item.\n   */\n  hostId: string | null\n  orgId: string | null | undefined\n  /** Null while the record has not loaded; the item is then disabled. */\n  subject: ErasePersonSubject | null\n  /** The record's marker, when a request is already waiting. */\n  requestedAtMs: number | null\n}\n\nexport interface ErasePersonAction {\n  /** Zero or one item, to spread into the record header's overflow menu. */\n  menuItems: RowActionsMenuItem[]\n  /** The pending banner, or null. Render it where the record's cards begin. */\n  banner: ReactNode\n  /** The dialog. Render it once, anywhere in the page. */\n  dialog: ReactNode\n  /**\n   * When the waiting request was filed, or null while none waits: the\n   * record's marker, or the route's answer until the listener carries the\n   * marker. What a page gates its other acts on — Convert, on a lead — so\n   * they close the moment the item does.\n   */\n  pendingSinceMs: number | null\n}\n\n/**\n * **Erase this person** on a record page (AGL-2623).\n *\n * Owned by a hook rather than a component because the overflow menu takes\n * items as data: the page spreads `menuItems` into its own list, renders\n * `banner` under the header and `dialog` at the end, and everything the\n * action knows — who may, whether a request is already waiting, what the\n * dialog says, what the route answers — lives here.\n *\n * Offered to workspace admins and owners only, and the item is present but\n * disabled for everyone else with the reason as its tooltip: an absent item\n * and an inapplicable one look alike, and a site editor who cannot find\n * the action should learn who can rather than conclude it does not exist.\n *\n * Takes the site from the page and the workspace from `useOrgDataScope`,\n * never a route, so an org-level mount can offer the same item.\n */\nexport function useErasePersonAction(props: UseErasePersonActionProps): ErasePersonAction {\n  const { hostId, orgId, subject, requestedAtMs } = props\n  const { canManage, ready } = useCanManageCrmSettings(orgId ?? undefined)\n  const orgMount = useCrmOrgMount()\n  // A site to file from, or the org to file as (AGL-2634).\n  const canFile = Boolean(hostId) || Boolean(orgMount)\n  const [open, setOpen] = useState(false)\n  // The marker arrives on the record's own document, so a request filed on\n  // this page shows as pending the moment the listener catches up — and,\n  // until it does, the moment the route answered.\n  const [filedAtMs, setFiledAtMs] = useState<number | null>(null)\n  const pendingSince = requestedAtMs ?? filedAtMs\n\n  const menuItems = useMemo<RowActionsMenuItem[]>(() => {\n    const disabledReason = !subject\n      ? 'The record has not loaded'\n      : !canFile\n        ? 'No site has captured this person to file from'\n        : pendingSince\n          ? 'An erasure is already pending for this person'\n          : !ready\n            ? 'Checking your workspace role'\n            : !canManage\n              ? 'Only a workspace admin can erase a person'\n              : undefined\n    return [\n      {\n        key: 'erase-person',\n        label: 'Erase this person',\n        icon: <MdiIcon path={mdiAccountOffOutline.path} size={0.8} />,\n        destructive: true,\n        disabled: Boolean(disabledReason),\n        disabledReason,\n        onClick: () => setOpen(true),\n      },\n    ]\n  }, [canManage, canFile, pendingSince, ready, subject])\n\n  const banner = pendingSince ? <ErasurePendingBanner requestedAtMs={pendingSince} /> : null\n  const dialog = subject && canFile ? (\n    <ErasePersonDialog\n      open={open}\n      onClose={() => setOpen(false)}\n      hostId={hostId}\n      subject={subject}\n      onFiled={(atMs) => setFiledAtMs(atMs)}\n    />\n  ) : null\n\n  return { menuItems, banner, dialog, pendingSinceMs: pendingSince }\n}\n\nexport interface ErasurePendingBannerProps {\n  requestedAtMs: number\n}\n\n/**\n * The state a record wears between the request and the run. Says when it\n * was asked and what will happen, so a reader arriving cold neither files\n * it again nor keeps working the record.\n */\nexport function ErasurePendingBanner(props: ErasurePendingBannerProps) {\n  const { requestedAtMs } = props\n  return (\n    <Alert severity=\"warning\" data-testid=\"erasure-pending-banner\">\n      <strong>{'Erasure pending. '}</strong>\n      {`Requested ${new Date(requestedAtMs).toLocaleString()}. The nightly erasure ` +\n        'job removes this person from every site in the workspace; until then the ' +\n        'record is kept only so the request can be seen. Nothing new should be added ' +\n        'to it.'}\n    </Alert>\n  )\n}\nErasurePendingBanner.displayName = 'ErasurePendingBanner'\n\nexport interface ErasePersonDialogProps {\n  open: boolean\n  onClose: () => void\n  /** The site the request is filed from, or `null` beneath the org hub's mount. */\n  hostId: string | null\n  subject: ErasePersonSubject\n  /** Called with the request's queue time once the route has filed it. */\n  onFiled: (pendingSinceMs: number) => void\n}\n\n/**\n * The confirmation: everything the request removes, everything it keeps\n * and how, what it does not reach, and the two facts that follow the click\n * — the address is closed to capture at once, and the sweep runs with the\n * nightly job. The admin types the address back; the route checks the same\n * match before it files anything.\n */\nexport function ErasePersonDialog(props: ErasePersonDialogProps) {\n  const { open, onClose, hostId, subject, onFiled } = props\n  const call = useCrmApi(hostId)\n  const { enqueueSnackbar } = useSnackbar()\n  const [typed, setTyped] = useState('')\n  const [busy, setBusy] = useState(false)\n  useEffect(() => {\n    if (open) setTyped('')\n  }, [open])\n  const confirmed = personErasureConfirmationMatches(typed, subject.email)\n\n  const submit = async () => {\n    if (!confirmed || busy) return\n    setBusy(true)\n    try {\n      const { response, payload } = await call('erase-person', {\n        ...(subject.kind === 'contact' ? { contactId: subject.id } : { leadId: subject.id }),\n        email: typed.trim(),\n      })\n      if (!response.ok) {\n        throw new Error(String(payload['error'] ?? 'The erasure could not be filed'))\n      }\n      onFiled(Number(payload['pendingSinceMs'] ?? Date.now()))\n      enqueueSnackbar(\n        payload['alreadyPending']\n          ? 'An erasure was already pending for this person'\n          : 'Erasure requested — it runs with the nightly job',\n        { variant: 'success', persist: false },\n      )\n      onClose()\n    } catch (error) {\n      enqueueSnackbar(error instanceof Error ? error.message : 'The erasure could not be filed', {\n        variant: 'error',\n      })\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} maxWidth=\"sm\" fullWidth>\n      <DialogTitle>{`Erase ${subject.email} from this workspace?`}</DialogTitle>\n      <DialogContent>\n        <DialogContentText sx={{ mb: 2 }}>\n          {'This is a privacy erasure, not a delete: the person is removed from every ' +\n            'site in the workspace, whoever captured them, and it cannot be undone. ' +\n            'The request is filed now and runs with the nightly erasure job; from this ' +\n            'moment the address is closed, so a later form fill or order cannot ' +\n            'recreate the record, and no campaign is sent to it.'}\n        </DialogContentText>\n        <Stack spacing={2}>\n          <ListBlock heading=\"Removed across the workspace\" lines={PERSON_ERASURE_REMOVES} />\n          <ListBlock heading=\"Kept, with the person taken off\" lines={PERSON_ERASURE_RETAINS} />\n          <ListBlock heading=\"Not reached — finish these by hand\" lines={PERSON_ERASURE_NOT_REACHED} />\n          <TextField\n            label=\"Type the email address to confirm\"\n            value={typed}\n            onChange={(event) => setTyped(event.target.value)}\n            fullWidth\n            autoFocus\n            autoComplete=\"off\"\n            slotProps={{ htmlInput: { 'aria-label': 'Type the email address to confirm' } }}\n          />\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          color=\"error\"\n          onClick={() => void submit()}\n          disabled={!confirmed || busy}\n        >\n          {busy ? 'Filing…' : 'Erase permanently'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nErasePersonDialog.displayName = 'ErasePersonDialog'\n\nfunction ListBlock(props: { heading: string; lines: readonly string[] }) {\n  return (\n    <div>\n      <Typography variant=\"subtitle2\">{props.heading}</Typography>\n      <List dense disablePadding>\n        {props.lines.map((line) => (\n          <ListItem key={line} disableGutters sx={{ py: 0 }}>\n            <ListItemText\n              primary={line}\n              slotProps={{ primary: { variant: 'body2', color: 'text.secondary' } }}\n            />\n          </ListItem>\n        ))}\n      </List>\n    </div>\n  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package/src/lib/components/fields-section.d.ts

@@ -0,0 +1,37 @@
+import { type ConsolePluginPageProps } from '@aglyn/aglyn';
+export type ContactsFieldsSectionProps = Pick<ConsolePluginPageProps, 'hostId' | 'org'>;
+/**
+ * `/crm/fields` — the custom fields a holder keeps on a person (AGL-2601),
+ * and since AGL-2661 on a company and a deal too, one tab each.
+ *
+ * Definitions live in `orgs/{orgId}/contactFields`, one document per field,
+ * and the VALUES live under each contact facet's `custom` keyed by the
+ * definition's `key`. That split decides everything this section does:
+ *
+ *  - A field is RETIRED, not deleted, while values may exist under it. A
+ *    retired field leaves every form and every column, but an export can
+ *    still read what was written, and a restore brings it back intact.
+ *    Delete is offered only on a retired field, because retiring is the step
+ *    where the author had to look at what they were losing.
+ *  - The KEY never changes. It is the map key every value sits under; a
+ *    rename is a new field and a retire.
+ *  - Order is a stored `order` on each document, moved with the arrows here,
+ *    and every reader sorts by it — the profile card, the columns, an export.
+ *
+ * ## What is NOT on this page
+ *
+ * How many contacts carry a value under each field. That count is a read of
+ * every contact document in the org — the expensive-read shape this codebase
+ * has a standing rule against — and it would be paid on every visit to a
+ * settings page. The list says so rather than showing a number it cannot
+ * afford to keep true.
+ *
+ * Definitions are ORG-WIDE (`visibleTo: ['org']`): a field is a fact about
+ * how this business describes people, and every site in the org files
+ * people into the same address book. `hostId` records which site defined it.
+ */
+export declare function ContactsFieldsSection(props: ContactsFieldsSectionProps): import("react").JSX.Element;
+export declare namespace ContactsFieldsSection {
+    var displayName: string;
+}
+export default ContactsFieldsSection;